HomeMy WebLinkAbout0011_3_ROI Attachments - Revised
EXHIBIT A
DESCRIPTION OF PROPOSED TERRITORY TO BE ANNEXED
EXHIBIT A
DESCRIPTION OF PROPOSED TERRITORY TO BE ANNEXED
The City of Lake Elsinore Community Facilities District No. 2015-2 (Maintenance Services) (the “CFD No.
2015-2”) Annexation No. 1 is currently comprised of three (3) parcels, located within the city boundaries. The
properties are identified by the following Riverside County Assessor's Parcel Number (APN).
APN Tract Number Owner Name
358-130-020 TR 36682 Pardee Homes
358-591-010 TR 36682 Pardee Homes
358-600-038 TR 36682 Pardee Homes
EXHIBIT B
DESCRIPTION OF AUTHORIZED SERVICES
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2015-2, 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. 2015-2; as well as local roads within residential subdivisions located within CFD No. 2015-2; and
any portions adjacent to the properties within CFD No. 2015-2; and
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may
be expended to pay “Administrative Expenses,” as said term is defined in the Rate and Method of
Apportionment.
The above services shall be limited to those provided within the boundaries of CFD No. 2015-2 or for the
benefit of the properties within the boundaries of CFD No. 2015-2, as the boundary is expanded from
time to time by anticipated annexations, and said services may be financed by proceeds of the special
tax of CFD No. 2015-2 only to the extent that they are in addition to those provided in the territory of
CFD No. 2015-2 before CFD No. 2015-2 was created.
EXHIBIT C
COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES)
RATE AND METHOD OF APPORTIONMENT
City of Lake Elsinore 2‐1
Community Facilities District No. 2015‐2 (Maintenance Services)
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. 2015‐2 (MAINTENANCE SERVICES)
OF THE CITY OF LAKE ELSINORE
A Special Tax (the “Special Tax”) shall be levied on and collected from each Assessor’s Parcel (defined
below) in Community Facilities District No. 2015‐2 (Maintenance Services) (the “CFD No. 2015‐2” or
“CFD”; defined below), in each Fiscal Year, (defined below), commencing in the Fiscal Year beginning
July 1, 2015, in an amount determined by the City Council of the City of Lake Elsinore, acting ex officio as
the legislative body of CFD No. 2015‐2, by applying the rate and method of apportionment set forth
below. All of the real property in CFD No. 2015‐2, unless exempted by law or by the provisions herein,
shall be taxed to the extent and in the manner provided herein.
A. DEFINITIONS
“Acre” or “Acreage” means the land area of an Assessor’s Parcel as shown on any Assessor’s Parcel
Map, or if the land area is not shown on the Assessor’s Parcel Map, the land area as shown on the
applicable Final Map, or if the area is not shown on the applicable Final Map, the land area shall be
calculated by the Administrator.
“Administrative Expenses” means the actual or reasonably estimated costs directly related to the
formation, annexation, and administration of CFD No. 2015‐2 including, but not limited to: the costs
of computing the Special Taxes and preparing the annual Special Tax collection schedules (whether
by the City or designee thereof or both); the costs to the City, CFD No. 2015‐2, or any designee
thereof associated with fulfilling the CFD No. 2015‐2 disclosure requirements; the costs associated
with responding to public inquiries regarding the Special Taxes; the costs of the City, CFD No. 2015‐2
or any designee thereof related to an appeal of the Special Tax; and the City's annual administration
fees including payment of a proportional share of salaries and benefits of any City employees and
City overhead whose duties are related to the administration and third party expenses.
Administrative Expenses shall also include amounts estimated or advanced by the City or CFD No.
2015‐2 for any other administrative purposes of CFD No. 2015‐2, including attorney's fees and other
costs related to commencing and pursuing to completion any foreclosure of delinquent Special
Taxes.
“Administrator” means the City Manager of the City of Lake Elsinore, or his or her designee.
“Approved Property” means all Assessor’s Parcels of Taxable Property that are included in a Final
Map that was recorded prior to the March 1 preceding the Fiscal Year in which the Special Tax is
being levied, and that have not been issued a building permit on or prior to the March 1 preceding
the Fiscal year in which the special tax is being levied.
“Assessor’s Parcel” means a lot or parcel of land that is identifiable by an Assessor’s Parcel Number
by the County Assessor of the County of Riverside.
“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 identification number assigned to a parcel by the County
Assessor of the County.
City of Lake Elsinore 2‐2
Community Facilities District No. 2015‐2 (Maintenance Services)
“Building Square Footage” or “BSF” means the floor area square footage reflected on the original
construction building permit issued for construction of a building of Non‐Residential Property and
any Building Square Footage subsequently added to a building of such Taxable Property after
issuance of a building permit for expansion or renovation of such building.
“Calendar Year” means the period commencing January 1 of any year and ending the following
December 31.
“CFD” or “CFD No. 2015‐2” means the City of Lake Elsinore Community Facilities District No. 2015‐2
(Maintenance Services).
“City” has the meaning set forth in the preamble.
“Contingent Special Tax B 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 Services incurred or otherwise payable in
the Calendar Year commencing in such Fiscal Year; (ii) fund an operating reserve for the costs
of Services as determined by the Administrator; less a credit for funds available to reduce the
annual Special Tax B (Contingent) levy as determined by the Administrator.
“County” means the County of Riverside.
“Developed Property” means all Assessor’s Parcels of Taxable Property for which a building permit
for new construction has been issued on or prior to March 1 preceding the Fiscal Year in which the
Special Tax is being levied.
“Exempt Property” means all Assessors’ Parcels designated as being exempt from the Special Tax as
provided for in Section G.
“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 1352 that creates
individual lots for which building permits may be issued without further subdivision.
“Fiscal Year” means the period from and including July 1st of any year to and including the following
June 30th.
“Land Use Category” or “LUC” means any of the categories contained in Section B hereof to which
an Assessor’s Parcel is assigned consistent with the land use approvals that have been received or
proposed for the Assessor’s Parcel as of March 1 preceding the Fiscal Year in which the Special Tax is
being levied.
“Maximum Special Tax” means either Maximum Special Tax A and/or Maximum Special Tax B
(Contingent), as applicable.
“Maximum Special Tax A” means the Maximum Special Tax A, as determined in accordance with
Section C below that can be levied in any Fiscal Year on any Assessor's Parcel of Taxable Property
within CFD No. 2015‐2.
City of Lake Elsinore 2‐3
Community Facilities District No. 2015‐2 (Maintenance Services)
“Maximum Special Tax B (Contingent)” means the Maximum Special Tax B (Contingent), as
determined in accordance with Section C below that can be levied in any Fiscal Year on any
Assessor's Parcel of Taxable Property within CFD No. 2015‐2.
“Multi‐Family Residential Property” means any Assessor’s Parcel of residential property that
consists of a building or buildings comprised of attached Residential Units sharing at least one
common wall with another unit.
“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.
“Property Owner’s Association” or “POA” means the property owner’s association or homeowner’s
association established to maintain certain landscaping within a Tax Zone.
“Proportionately” means for Taxable Property that is: (i) Developed Property, that the ratio of the
actual Special Tax levy to the Maximum Special Tax is the same for all Parcels of Developed Property
with the same Tax Zone, (ii) Approved Property, that the ratio of the actual Special Tax levy to the
Maximum Special Tax is the same for all Parcels of Approved Property with the same Tax Zone, and
(iii) 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 Parcels of Undeveloped Property with the same Tax Zone.
“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.
“Residential Property” means all Assessor’s Parcels of Taxable Property upon which completed
Residential Units have been constructed or for which building permits have been or may be issued
for purposes of constructing one or more Residential Units.
“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. 2015‐2 as set forth
in the documents adopted by the City Council at the time the CFD was formed.
“Single Family Residential Property” means any residential property other than Multi‐Family
Residential Property on an Assessor’s Parcel.
“Special Tax(es)” means the Special Tax A and/or Special Tax B (Contingent) to be levied in each
Fiscal Year on each Assessor’s Parcel of Taxable Property.
“Special Tax A” 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 A Requirement.
"Special Tax A Requirement" means for each Tax Zone, that amount to be collected in any Fiscal
Year to pay for certain costs as required to meet the needs for such Tax Zone of CFD No. 2015‐2 in
both the current Fiscal Year and the next Fiscal Year. The costs to be covered shall be the direct
costs for maintenance 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 Services as
determined by the Administrator, and (v) Administrative Expenses. Under no circumstances shall the
Special Tax A Requirement include funds for Bonds.
City of Lake Elsinore 2‐4
Community Facilities District No. 2015‐2 (Maintenance Services)
“Special Tax B (Contingent)” means the Special Tax B (Contingent) to be levied in each Fiscal Year on
each Assessor’s Parcel of Taxable Property to fund the Contingent Special Tax B Requirement, if
required.
"Taxable Property" means all Assessor’s Parcels within CFD No. 2015‐2, which are not Exempt
Property.
“Taxable Unit” means a Residential Unit, Building Square Footage, or an Acre.
"Tax Zone" means a mutually exclusive geographic area, within which particular Special Tax rates
may be levied pursuant to this Rate and Method of Apportionment of Special Tax. Appendix C
identifies the Tax Zone in CFD No. 2015‐2 at formation; additional Tax Zones may be created when
property is annexed into the CFD.
"Tax Zone 1" means the specific geographic area identified on the CFD Boundary Map as Tax Zone 1.
"Tract(s)" means an area of land within a subdivision identified by a particular tract number on a
Final Map approved for the subdivision.
“Undeveloped Property” means, for each Fiscal Year, all Taxable Property not classified as
Developed Property or Approved Property.
B. ASSIGNMENT TO LAND USE CATEGORIES
For each Fiscal Year, all Assessor’s Parcels of Taxable Property within CFD No. 2015‐2 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 C and D 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 Residential Property and the number of Residential Units shall be
determined by the Administrator.
C. MAXIMUM SPECIAL TAX RATES
For purposes of determining the applicable Maximum Special Tax for Assessor’s Parcels of
Developed Property and Approved Property which are classified as Residential Property, all such
Assessor’s Parcels shall be assigned the number of Residential Unit(s) constructed or to be
constructed thereon as specified in or shown on the building permit(s) issued or Final Map as
determined by the Administrator. For Parcels of undeveloped property zoned for development
of single family attached or multi‐family units, the number of Residential Units shall be
determined by referencing the condominium plan, apartment plan, site plan or other
development plan, or by assigning the maximum allowable units permitted based on the
underlying zoning for the Parcel. Once a single family attached or multi‐family building or
buildings have been built on an Assessor's Parcel, the Administrator shall determine the actual
number of Residential Units contained within the building or buildings, and the Special Tax A
levied against the Parcel in the next Fiscal Year shall be calculated by multiplying the actual
number of Residential Units by the Maximum Special Tax per Residential Unit identified for the
Tract below or as included in Appendix A as each Annexation occurs.
City of Lake Elsinore 2‐5
Community Facilities District No. 2015‐2 (Maintenance Services)
For purposes of determining the applicable Maximum Special Tax for Assessor’s Parcels of
Developed Property and Approved Property which are classified as 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 Administrator. Once the Administrator
determines the actual number of Building Square Footage or Acres for the Assessor’s Parcels,
the Special Tax A levied against the Assessor’s Parcel in the next Fiscal Year shall be calculated
by multiplying the number of Building Square Footage or Acres by the Maximum Special Tax per
Taxable Unit identified for the Tax Zone below or as included in Appendix A as each Annexation
occurs.
1. Special Tax A
a. Developed Property
(i) Maximum Special Tax A
The Maximum Special Tax A for each Assessor’s Parcel of Developed Property shall be
specific to each Tax Zone within the CFD. When additional property is annexed into CFD No.
2015‐2, the rate and method adopted for the annexed property shall reflect the Maximum
Special Tax A for the Tax Zones annexed and included in Appendix A. The Maximum Special
Tax A for Developed Property for Fiscal Year 2015‐2016 within Tax Zone 1 is identified in
Table 1 below:
TABLE 1
MAXIMUM SPECIAL TAX A RATES
DEVELOPED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
1 LLA‐2014‐2743 Non‐Residential Property Acre $121
(ii) Increase in the Maximum Special Tax A
On each July 1, commencing on July 1, 2016 the Maximum Special Tax A 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.
(iii) 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 A that can be levied on an Assessor's Parcel
shall be the sum of the Maximum Special Tax A 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 Administrator's
allocation to each type of property shall be final.
b. Approved Property
The Maximum Special Tax A for each Assessor’s Parcel of Approved Property shall be specific to
each Tax Zone within the CFD. When additional property is annexed into CFD No. 2015‐2, the
rate and method adopted for the annexed property shall reflect the Maximum Special Tax A for
City of Lake Elsinore 2‐6
Community Facilities District No. 2015‐2 (Maintenance Services)
the Tax Zone annexed and included in Appendix A. The Maximum Special Tax A for Approved
property Fiscal Year 2015‐2016 within Tax Zone 1 is identified in Table 2 below:
TABLE 2
MAXIMUM SPECIAL TAX A RATES
APPROVED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
1 LLA‐2014‐2743 Non‐Residential Property Acre $121
On each July 1, commencing on July 1, 2016 the Maximum Special Tax A for Approved 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.
c. Undeveloped Property
The Maximum Special Tax A for each Assessor’s Parcel of Undeveloped Property shall be specific
to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2015‐2, the
rate and method adopted for the annexed property shall reflect the Maximum Special Tax A for
the Tax Zone annexed and included in Appendix A. The Maximum Special Tax A for
Undeveloped Property for Fiscal Year 2015‐2016 within Tax Zone 1 is identified in Table 3 below:
TABLE 3
MAXIMUM SPECIAL TAX A RATES
UNDEVELOPED PROPERTY
Tax Zone Tracts Taxable Unit Maximum Special Tax A
1 LLA‐2014‐2743 Acre $121
On each July 1, commencing on July 1, 2016 the Maximum Special Tax A for 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.
2. Special Tax B (Contingent)
(i) Maximum Special Tax B (Contingent)
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Taxable Property is
shown in Table 1 and shall be specific to each Tax Zone within the CFD. When additional
property is annexed into CFD No. 2015‐2, the rate and method adopted for the annexed
property shall reflect the Maximum Special Tax B (Contingent) for each Tax Zones annexed
and included in Appendix A. The Maximum Special Tax B (Contingent) for Fiscal Year 2015‐
2016 within Tax Zone 1 is identified in Table 4 below:
City of Lake Elsinore 2‐7
Community Facilities District No. 2015‐2 (Maintenance Services)
TABLE 4
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
DEVELOPED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum Special
Tax B (Contingent)
1 LLA‐2014‐2743 Non‐Residential Property Acre $0
(ii) Increase in the Maximum Special Tax B (Contingent)
On each July 1, commencing on July 1, 2016 the Maximum Special Tax B (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.
(iii) 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 (Contingent) that can be levied on an
Assessor's Parcel shall be the sum of the Maximum Special Tax B (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
Administrator's allocation to each type of property shall be final.
b. Approved Property
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Taxable Property is shown
in Table 5 and shall be specific to each Tax Zone within the CFD. When additional property is
annexed into CFD No. 2015‐2, the rate and method adopted for the annexed property shall
reflect the Maximum Special Tax B (Contingent) for the Tax Zone annexed and included in
Appendix A. The Maximum Special Tax B (Contingent) for Fiscal Year 2015‐2016 within the Tax
Zone is identified in Table 5 below:
TABLE 5
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
APPROVED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum Special
Tax B (Contingent)
1 LLA‐2014‐2743 Non‐Residential Property Acre $0
On each July 1, commencing on July 1, 2016 the Maximum Special Tax B (Contingent) for
Approved 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.
c. Undeveloped Property
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Taxable Property is shown
in Table 6 and shall be specific to each Tax Zone within the CFD. When additional property is
annexed into CFD No. 2015‐2, the rate and method adopted for the annexed property shall
City of Lake Elsinore 2‐8
Community Facilities District No. 2015‐2 (Maintenance Services)
reflect the Maximum Special Tax B (Contingent) for the Tax Zone annexed and included in
Appendix A. The Maximum Special Tax B (Contingent) for Fiscal Year 2015‐2016 within the Tax
Zone is identified in Table 6 below:
TABLE 6
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
UNDEVELOPED PROPERTY
Tax Zone
Tracts Taxable Unit
Maximum Special
Tax B (Contingent)
1 LLA‐2014‐2743 Acre $0
On each July 1, commencing on July 1, 2016 the Maximum Special Tax B (Contingent) for
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.
D. METHOD OF APPORTIONMENT OF ANNUAL SPECIAL TAX
1. Special Tax A
Commencing with Fiscal Year 2015‐2016 and for each following Fiscal Year, the Council shall
determine the Special Tax A Requirement and shall levy the Special Tax A on all Assessor’s Parcels of
Taxable Property until the aggregate amount of Special Tax A equals the Special Tax A Requirement
for each Tax Zone. The Special Tax A shall be levied for each Fiscal Year as follows:
First: The Special Tax A shall be levied Proportionately on all Assessor’s Parcels of Developed
Property within each Tax Zone up to 100% of the applicable Maximum Special Tax to satisfy the
Special Tax A Requirement for such Tax Zone;
Second: If additional moneys are needed to satisfy the Special Tax A Requirement for a Tax Zone
after the first step has been completed, the Special Tax A shall be levied Proportionately on each
Parcel of Approved Property within such Tax Zone up to 100% of the Maximum Special Tax A for
Approved Property;
Third: If additional monies are needed to satisfy the Special Tax A Requirement for a Tax Zone
after the first two steps has been completed, the Special Tax A shall be levied Proportionately on all
Assessor’s Parcels of Undeveloped Property within such Tax Zone up to 100% of the Maximum
Special Tax A for Undeveloped Property.
2. Special Tax B (Contingent)
Commencing with Fiscal Year 2015‐2016 and for each following Fiscal Year, the Council shall
determine the Contingent Special Tax B Requirement and shall levy the Special Tax on all Assessor’s
Parcels of Taxable Property until the aggregate amount of Special Tax B (Contingent) equals the
Contingent Special Tax B Requirement. The Special Tax B (Contingent) shall be levied for each Fiscal
Year as follows:
First: The Special Tax shall be levied Proportionately on all Assessor’s Parcels of Developed
Property for a Tax Zone up to 100% of the applicable Maximum Special Tax B (Contingent) to satisfy
the Contingent Special Tax B Requirement;
City of Lake Elsinore 2‐9
Community Facilities District No. 2015‐2 (Maintenance Services)
Second: If additional moneys are needed to satisfy the Contingent Special Tax B Requirement
after the first step has been completed, the Special Tax B (Contingent) shall be levied
Proportionately on each Parcel of Approved Property within such Tax Zone up to 100% of the
Maximum Special Tax B (Contingent) for Approved Property;
Third: If additional monies are needed to satisfy the Contingent Special Tax B Requirement
after the first two steps has been completed, the Special Tax B (Contingent) shall be levied
Proportionately on all Assessor’s Parcels of Undeveloped Property within such Tax Zone up to 100%
of the Maximum Special Tax B (Contingent) for Undeveloped Property.
E. FUTURE ANNEXATIONS
It is anticipated that additional properties will be annexed to CFD No. 2015‐2 from time to time. As
each annexation is proposed, an analysis will be prepared to determine the annual cost for providing
Services. Based on this analysis, the property to be annexed, pursuant to California Government
Code section 53339 et seq. will be assigned to the appropriate Maximum Special Tax rate for the Tax
Zone when annexed and included in Appendix A.
F. TERM OF SPECIAL TAX
For each Fiscal Year, the Special Taxes shall be levied as long as the Services are being provided.
G. EXEMPTIONS
The City shall classify as Exempt Property within CFD No. 2015‐2, any Assessor’s Parcel in any of the
following categories; (i) Assessor’s Parcels which are owned by, irrevocably offered for dedication,
encumbered by or restricted in use by any public entity; (ii) Assessor’s Parcels with public or utility
easements making impractical their utilization for other than the purposes set forth in the
easement; (iii) Assessor’s Parcels which are privately owned but are encumbered by or restricted
solely for public uses; or (iv) any Assessor’s Parcel which is in use in the performance of a public
function as determined by the Administrator.
H. APPEALS
Any property owner claiming that the amount or application of the Special Taxes are not correct
may file a written notice of appeal with the City not later than twelve months after having paid the
first installment of the Special Tax that is disputed. A representative(s) of CFD No. 2015‐2 shall
promptly review the appeal, and if necessary, meet with the property owner, consider written and
oral evidence regarding the amount of the Special Tax, and rule on the appeal. If the
representative’s decision requires that the Special Tax for an Assessor’s Parcel be modified or
changed in favor of the property owner, a cash refund shall not be made, but an adjustment shall be
made to the Special Tax on that Assessor’s Parcel in the subsequent Fiscal Year(s).
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. 2015‐2 may collect the Special Tax at a different
time or in a different manner if necessary to meet its financial obligations.
City of Lake Elsinore 2‐10
Community Facilities District No. 2015‐2 (Maintenance Services)
APPENDIX A
CITY OF LAKE ELSINORE
COMMUNITY FACILITIES DISTRICT NO. 2015‐2 (MAINTENANCE SERVICES)
COST ESTIMATE
Special Tax A Services ‐ The estimate breaks down the costs of providing one year's
maintenance services for Fiscal Year 2016‐17. These services are being funded by the levy of
Special Tax A for Community Facilities District No. 2015‐2.
TAX ZONE 2
TRACT NO. 36682
Item Description Estimated Cost
1 Streetlights $4,840
2 Streets $16,202
3 Trails $370
4 Graffiti $370
5 Reserves $2,931
6 Admin $1,466
Total $26,179
Special Tax B Contingent Services ‐ The estimate breaks down the costs of providing one year's
maintenance services for Fiscal Year 2016‐17. These services are being funded by the levy of
Special Tax B (Contingent) for Community Facilities District No. 2015‐2.
TAX ZONE 2
TRACT NO. 36682
Item Description Estimated Cost
1 Landscaping $4,228
2 Drainage $3,300
Total $7,528
MAXIMUM SPECIAL TAXES ASSIGNED TO EACH TAX ZONE
Tax
Zone
Fiscal
Year
Included Tract
No. of
Taxable
Units
Land Use
Category
Taxable
Unit
Maximum
Special Tax
A
Maximum
Special Tax B
(Contingent) Subdivider
2 2016‐17 36682 74 Residential Lot $354 $102 Pardee Homes
ESCALATION OF MAXIMUM SPECIAL TAXES
On each July 1, commencing on July 1, 2017 the Maximum Special Tax 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.
City of Lake Elsinore 2‐11
Community Facilities District No. 2015‐2 (Maintenance Services)
APPENDIX B
CITY OF LAKE ELSINORE
COMMUNITY FACILITIES DISTRICT NO. 2015‐2 (MAINTENANCE SERVICES)
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2015‐2, 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. 2015‐2; as well as local roads within residential subdivisions located within CFD No. 2015‐2; and any
portions adjacent to the properties within CFD No. 2015‐2; and
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may
be expended to pay “Administrative Expenses,” as said term is defined in the Rate and Method of
Apportionment.
The above services shall be limited to those provided within the boundaries of CFD No. 2015‐2 or for the
benefit of the properties within the boundaries of CFD No. 2015‐2, as the boundary is expanded from
time to time by anticipated annexations, and said services may be financed by proceeds of the special
tax of CFD No. 2015‐2 only to the extent that they are in addition to those provided in the territory of
CFD No. 2015‐2 before CFD No. 2015‐2 was created.
City of Lake Elsinore 2‐12
Community Facilities District No. 2015‐2 (Maintenance Services)
APPENDIX C
CITY OF LAKE ELSINORE
COMMUNITY FACILITIES DISTRICT NO. 2015‐2 (MAINTENANCE SERVICES)
PROPOSED BOUNDARIES AND POTENTIAL ANNEXATION AREA BOUNDARIES
EXHIBIT D
PROPOSED ANNEXATION BOUNDARY MAP NO. 1
RECORDED THIS ____ DAY OF ______________, 20___AT THE HOUR OF ____ O'CLOCK __M IN BOOK ___PAGE ___ OF MAPS OF ASSESSMENT AND COMMUNITYFACILITIES DISTRICTS IN THE OFFICE OF THE COUNTYRECORDER, IN THE COUNTY OF RIVERSIDE, STATE OFCALIFORNIA. FEE: ____________ NO.: __________________ PETER ALDANA, ASSESSOR, COUNTY CLERK, RECORDER BY: _______________________________________ DEPUTY SHEET 1 OF 1 SHEETW.O. 16-0062TR 36682!(2ELINARDHOLLAND RDCORSON AVEHERMOSA DROBARIAWAYANNA LNCANYON HILLS RDDAUBEN CTPAV IC CT 358-130-020358-591-010358-600-038ANNEXATION MAP NO. 1THIS MAP SHOWS THE BOUNDARIES OF AREAS TO BEANNEXED TO COMMUNITY FACILITIES DISTRICT NO. 2015-2(MAINTENANCE SERVICES), OF THE CITY OF LAKE ELSINORE,COUNTY OF RIVERSIDE, STATE OF CALIFORNIA. THE BOUNDARIES OF WHICH COMMUNITY FACILITIESDISTRICT ARE SHOWN AND DESCRIBED ON THE MAPTHEREOF WHICH WAS PREVIOUSLY RECORDED ONAUGUST 13, 2015, IN BOOK 78 OF MAPS OF ASSESSMENTAND COMMUNITY FACILITIES DISTRICT AT PAGE 73 ANDAS INSTRUMENT NO. 2015-0361493 IN THE OFFICE OFTHE COUNTY RECORDER OF THE COUNTY OF RIVERSIDE,STATE OF CALIFORNIA. I HEREBY CERTIFY THAT THE WITHIN MAP OR AREAS TOBE ANNEXED TO COMMUNITY FACILITIES DISTRICT NO.2015-2 (MAINTENANCE SERVICES) OF THE CITY OF LAKEELSINORE, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA,WAS APPROVED BY THE CITY COUNCIL OF THE CITY OF LAKEELSINORE AT A REGULAR MEETING THEREOF, HELD ON THE_____ DAY OF _________________, 20______, BY ITS RESOLUTION NO.__________________. ______________________________________CITY CLERK CITY OF LAKE ELSINORE LEGEND ANNEXATION AREA BOUNDARYPARCEL LINETHIS ANNEXATION MAP CORRECTLY SHOWS THE LOT ORPARCEL OF LAND INCLUDED WITHIN THE BOUNDARIES OFTHE COMMUNITY FACILITIES DISTRICT. FOR DETAILS CONCERNING THE LINES AND DIMENSIONS OF LOTS ORPARCELS REFER TO THE COUNTY ASSESSOR MAPS FORFISCAL YEAR 2016-17. COMMUNITY FACILITIES DISTRICT NO. 2015-2(MAINTENANCE SERVICES)CITY OF LAKE ELSINORECOUNTY OF RIVERSIDE, STATE OF CALIFORNIANOT TO SCALE³ANNEXNO. 1·}|þ74·}|þ74§¨¦15§¨¦215VICINITY MAPNOT TO SCALE!(2TAX ZONEASSESSOR PARCEL NUMBERXXX-XXX-XXX
EXHIBIT E
WAIVER AND CONSENT RESPECTING CONDUCT OF
MAILED-BALLOT, LANDOWNER ELECTION
Petition Form
PETITION TO THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE
REQUESTING ANNEXATION OF PROPERTY TO COMMUNITY FACILITIES
DISTRICT 2015‐2 (MAINTENANCE SERVICES) WITHIN THE CITY OF LAKE
ELSINORE AND A WAIVER WITH RESPECTS TO CERTAIN PROCEDURAL
MATTERS UNDER THE MELLO‐ROOS COMMUNITY FACILITIES ACT OF 1982
AND CONSENTING TO THE LEVY OF SPECIAL TAXES THEREON TO PAY THE
COSTS OF SERVICES TO BE PROVIDED BY THE COMMUNITY FACILITIES
DISTRICT
1. The undersigned requests that the City Council of the City of Lake
Elsinore, initiate and conduct proceedings pursuant to the Mello‐Roos Community Facilities Act
of 1982 (the “Act”) (Government Code Section 53311 et seq.), for the annexation of the
property described below into Community Facilities District 2015‐2 (Maintenance Services).
2. The undersigned requests that the community facilities district provide
any services that are permitted under the Act including, but not limited to, all necessary service,
operations, administration and maintenance required to keep the landscape lighting, street
lighting, flood control facilities, ground cover, shrubs, plants and trees, irrigation systems,
graffiti removal, sidewalks and masonry walls, fencing entry monuments, tot lot equipment and
associated appurtenant facilities within the district in a healthy, vigorous and satisfactory
working condition.
3. The undersigned hereby certifies that as of the date indicated opposite
its signature, it is the owner of all the property to be annexed into the community facilities
district described in Exhibit A hereto and as shown on the map Exhibit B hereto, (the
“Property”.)
4. The undersigned requests that a special election be held under the Act to
authorize the special taxes for the proposed community facilities district within the Property.
The undersigned waives any requirement for the mailing of the ballot for the special election
and expressly agrees that said election may be conducted by mailed or hand‐delivered ballot to
be returned as quickly as possible to the designated election official, being the office of the City
Clerk and the undersigned request that the results of said election be canvassed and reported
to the City Council at the same meeting of the City Council as the public hearing on the
annexation of the property to the community facilities district or at the next available meeting.
5. Pursuant to Sections 53326(a) and 53327(b) of the Act, the undersigned
expressly waives all applicable waiting periods for the election and waives the requirement for
analysis and arguments relating to the special election, and consents to not having such
materials provided to the landowner in the ballot packet, and expressly waives any
requirements as to the form of the ballot. The undersigned expressly waives all notice
requirements relating to hearings and special elections (except for published notices required
by the Act), and whether such requirements are found in the California Elections Code, the
California Government Code or other laws or procedures, including but not limited to any
Petition Form
notice provided for by compliance with the provisions of Section 4101 of the California
Elections Code.
6. The undersigned hereby consents to and expressly waives any and all
claims based on any irregularity, error, mistake or departure from the provisions of the Act or
other laws of the State and any and all laws and requirements incorporated therein, and no
step or action in any proceeding relative to the annexation of property to the community
facilities district or the special election therein shall be invalidated or affected by any such
irregularity, error mistake or departure.
IN WITNESS WHEREOF, I hereunto set my hand this ____ day of __________,
20___.
PARDEE HOMES
By: _____________________________________
Name:
Title:
OWNER'S PROPERTY:
TRACT MAP OR PARCEL MAP NO.
or PROJECT NO.
OWNER'S MAILING ADDRESS:
__________________________________________
__________________________________________
__________________________________________
FILED IN THE OFFICE OF THE CITY CLERK OF THE CITY COUNCIL OF THE CITY OF
LAKE ELSINORE THIS ____ DAY OF __________, 20___.
_____________________________________
City Clerk of the City Council of the
City of Lake Elsinore
Petition Form
INSERT EXHIBIT A: BOUNDARY DESCRIPTION
EXHIBIT A
DESCRIPTION OF PROPOSED TERRITORY TO BE ANNEXED
The City of Lake Elsinore Community Facilities District No. 2015-2 (Maintenance Services) (the “CFD No.
2015-2”) Annexation No. 1 is currently comprised of three (3) parcels, located within the city boundaries. The
properties are identified by the following Riverside County Assessor's Parcel Number (APN).
APN Tract Number Owner Name
358-130-020 TR 36682 Pardee Homes
358-591-010 TR 36682 Pardee Homes
358-600-038 TR 36682 Pardee Homes
Petition Form
INSERT EXHIBIT B: TRACT/PARCEL/SUBDIVISION MAP
RECORDED THIS ____ DAY OF ______________, 20___AT THE HOUR OF ____ O'CLOCK __M IN BOOK ___PAGE ___ OF MAPS OF ASSESSMENT AND COMMUNITYFACILITIES DISTRICTS IN THE OFFICE OF THE COUNTYRECORDER, IN THE COUNTY OF RIVERSIDE, STATE OFCALIFORNIA. FEE: ____________ NO.: __________________ PETER ALDANA, ASSESSOR, COUNTY CLERK, RECORDER BY: _______________________________________ DEPUTY SHEET 1 OF 1 SHEETW.O. 16-0062TR 36682!(2ELINARDHOLLAND RDCORSON AVEHERMOSA DROBARIAWAYANNA LNCANYON HILLS RDDAUBEN CTPAV IC CT 358-130-020358-591-010358-600-038ANNEXATION MAP NO. 1THIS MAP SHOWS THE BOUNDARIES OF AREAS TO BEANNEXED TO COMMUNITY FACILITIES DISTRICT NO. 2015-2(MAINTENANCE SERVICES), OF THE CITY OF LAKE ELSINORE,COUNTY OF RIVERSIDE, STATE OF CALIFORNIA. THE BOUNDARIES OF WHICH COMMUNITY FACILITIESDISTRICT ARE SHOWN AND DESCRIBED ON THE MAPTHEREOF WHICH WAS PREVIOUSLY RECORDED ONAUGUST 13, 2015, IN BOOK 78 OF MAPS OF ASSESSMENTAND COMMUNITY FACILITIES DISTRICT AT PAGE 73 ANDAS INSTRUMENT NO. 2015-0361493 IN THE OFFICE OFTHE COUNTY RECORDER OF THE COUNTY OF RIVERSIDE,STATE OF CALIFORNIA. I HEREBY CERTIFY THAT THE WITHIN MAP OR AREAS TOBE ANNEXED TO COMMUNITY FACILITIES DISTRICT NO.2015-2 (MAINTENANCE SERVICES) OF THE CITY OF LAKEELSINORE, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA,WAS APPROVED BY THE CITY COUNCIL OF THE CITY OF LAKEELSINORE AT A REGULAR MEETING THEREOF, HELD ON THE_____ DAY OF _________________, 20______, BY ITS RESOLUTION NO.__________________. ______________________________________CITY CLERK CITY OF LAKE ELSINORE LEGEND ANNEXATION AREA BOUNDARYPARCEL LINETHIS ANNEXATION MAP CORRECTLY SHOWS THE LOT ORPARCEL OF LAND INCLUDED WITHIN THE BOUNDARIES OFTHE COMMUNITY FACILITIES DISTRICT. FOR DETAILS CONCERNING THE LINES AND DIMENSIONS OF LOTS ORPARCELS REFER TO THE COUNTY ASSESSOR MAPS FORFISCAL YEAR 2016-17. COMMUNITY FACILITIES DISTRICT NO. 2015-2(MAINTENANCE SERVICES)CITY OF LAKE ELSINORECOUNTY OF RIVERSIDE, STATE OF CALIFORNIANOT TO SCALE³ANNEXNO. 1·}|þ74·}|þ74§¨¦15§¨¦215VICINITY MAPNOT TO SCALE!(2TAX ZONEASSESSOR PARCEL NUMBERXXX-XXX-XXX
EXHIBIT F
MAINTENANCE EXHIBIT
8Plan 37Plan 2R6Plan 3XR5Plan 14Plan 3R3Plan 42Plan 4XR1Plan 2R48Plan 2R47Plan 346Plan 4XR45Plan 144Plan 282818043Plan 3XR42Plan 141Plan 3R40Plan 439Plan 1R38Plan 3R37Plan 4X7576777879HOLLAND ROAD74Plan 3X73Plan 1R72Plan 271Plan 4XR70Plan 169Plan 468Plan 367Plan 266Plan 4X65Plan 1R64Plan 2R63Plan 462Plan 3XR61Plan 3X60Plan 1R59Plan 258Plan 4XR57Plan 156Plan 2R55Plan 3R54Plan 253Plan 1R52Plan 4X51Plan 2R50Plan 149Plan 3XR11Plan 1R10Plan 2R9Plan 414Plan 3XR13Plan 212Plan 415Plan 4X16Plan 2R17Plan 1R18Plan 119Plan 220Plan 3XR21Plan 422Plan 2R23Plan 1R26Plan 3R25Plan 4R24Plan 127Plan 328Plan 229Plan 430Plan 131Plan 232Plan 4R33Plan 234Plan 3XR35Plan 136Plan 4XRSTREET CSTREET ASTREET BOBARIA WAYSTREET DSTREET EHERMOSA DRIVEELINA ROADDAUBEN COURTPA 32TRACT 36115-1CARSON AVENUEExistingExistingExistingExistingExistingExistingExistingExistingORNAMENTAL LANDSCAPE -AUTOMATIC, PERMANENT IRRIGATION.DEVELOPER SHALL USE PLANT MATERIALAPPROVED BY THE CITY OF LAKE ELSINORE ANDPROVIDE PERMANENT, AUTOMATIC IRRIGATION.35,233 S.F.DEVELOPED OPEN SPACE H.O.A MAINTAINEDLEGEND(0.81) ACRESTHIS PLAN WILL MEET OR EXCEED STATE AND LOCAL WATERCONSERVATION POLICIES AND GOALS. "DEVELOPED OPEN SPACE"AREAS WILL EMPLOY PLANT SPECIES WITH A WULCOLS (WATER USECLASSIFICATION OF LANDSCAPE SPECIES) OF MEDIUM OR LOW ANDSHALL COMPLY WITH AB-1881 EFFICIENT LANDSCAPE STANDARDS ASADOPTED BY THE CITY OF LAKE ELSINORE. ACCORDINGLY,"NATURALIZED OPEN SPACE" SLOPES AND LANDSCAPE AREASOCCURRING IMMEDIATELY ADJACENT TO UNDISTURBED, NATURAL OPENSPACE WILL BE HYDROSEEDED WITH PLANT SPECIES THAT MATCH ORARE SIMILAR IN APPEARANCE TO EXISTING NATURAL OPEN SPACESPECIES, AND RELY ONLY ON LOCAL RAINFALL FOR WATER. THISAPPROACH REDUCES THE AREA TO BE PERMANENTLY IRRIGATEDRESULTING IN WATER SAVINGS. IN ADDITION TO WATER SAVINGS,LANDSCAPE MAINTENANCE COSTS ARE ALSO SHARPLY REDUCED ALONGWITH A REDUCTION IN FUEL MODIFICATION MAINTENANCE COSTS.WATER CONSERVATION STATEMENTTO BE PLANTED BY THE DEVELOPER AND SHALL HAVEA PERMANENT IRRIGATION SYSTEM. ORNAMENTALSPECIES WILL BE USED. MAINTAINED BY THE H.O.A.WATER QUALITY BASIN SLOPES H.O.A. MAINTAINEDPRIVATE SLOPES EXCEEDING 3' INVERTICAL HEIGHT, LANDSCAPE &PERMANENT IRRIGATION TO BEINSTALLED BY DEVELOPER.ORNAMENTAL SPECIES WILL BE USED.MAINTAINED BY THE HOMEOWNER.PRIVATE SLOPE LANDSCAPING HOME OWNER MAINTAINEDBOTTOM OF BASIN TO BE PLANTED BY THE DEVELOPERWITH WETLAND VEGETATION ONLY FOR WATER QUALITYPURPOSES. MAINTAINED BY THE H.O.A.WATER QUALITY BASIN BOTTOM H.O.A. MAINTAINEDPROJECT BOUNDARY - TYPICALPROJECT BOUNDARY10,194 S.F.(0.23) ACRES33,444 S.F.(0.77) ACRES7,935 S.F.(0.18) ACRES0120 180 240GRAPHIC SCALE IN FEET60STORM DRAIN EASEMENT2" THICK GRAVELDRAINAGE EASEMENT H.O.A MAINTAINEDSTREETS - MAINTAINED BY CITY OF LAKE ELSINORE282,207 S.F.(6.48) ACRESTO BE INSTALLED BY DEVELOPER AND MAINTAINED BYTHE CITY OF LAKE ELSINORE.K:\Dropbox (FENNELL & ASSOCIATES)\Public\0_ALL PROJECTS\CANYON HILLS\PHASE VII\Christensen PA_32\Christensen.dwg, 1/13/2016 12:45:24, DWG To PDF.pc3