HomeMy WebLinkAboutItem No. 27 PH and Election for Annex No. 9 CFD 2015-2 Maint Services Rosetta HillsCity of Lake Elsinore 130 South Main Street
Lake Elsinore, CA 92530
www.lake - elsinore.org
°"` In - City Council Agenda Report
File Number: ID# 19 -641
Agenda Date: 6/23/2020 Version: 1 Status: Approval Final
In Control: City Council / Successor Agency File Type: Council Public
Hearing
Agenda Number: 27)
Public Hearing and Election for Annexation Proceedings for Annexation No. 9Into Commun
Facilities District No. 2015 -2 (Maintenance Services) for Rosetta Hills
1. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,
CALIFORNIA, CALLING AN ELECTION TO SUBMIT TO THE QUALIFIED ELECTORS THE
QUESTION OF LEVYING A SPECIAL TAX WITHIN THE AREA PROPOSED TO BE ANNEXED TO
COMMUNITY FACILITIES DISTRICT NO. 2015 -2 (MAINTENANCE SERVICES) (ANNEXATION NO.
9);
2. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,
CALIFORNIA, DECLARING ELECTION RESULTS FOR COMMUNITY FACILITIES DISTRICT NO.
2015 -2 (MAINTENANCE SERVICES) (ANNEXATION NO. 9); and
3. Introduce by title only and waive further reading of AN ORDINANCE AMENDING ORDINANCE NO.
2016 -1359 OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, ACTING IN
ITS CAPACITY AS THE LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT NO. 2015 -2
OF THE CITY OF LAKE ELSINORE (MAINTENANCE SERVICES) AUTHORIZING THE LEVY OF
SPECIAL TAXES.
City of Lake Elsinore Page 1 Printed on 611812020
CITY OF
LADE LSIIE
, DREAM EXTREME
TN
REPORT TO CITY COUNCIL
To: Honorable Mayor and Members of the City Council
From: Grant Yates, City Manager
Prepared by: Jason Simpson, Assistant City Manager
Date: June 23, 2020
Subject: Public Hearing and Election for Annexation Proceedings for Annexation
No. 9 Into Community Facilities District No. 2015 -2 (Maintenance Services)
for Rosetta Hills
Recommendation
1. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,
CALIFORNIA, CALLING AN ELECTION TO SUBMIT TO THE QUALIFIED ELECTORS
THE QUESTION OF LEVYING A SPECIAL TAX WITHIN THE AREA PROPOSED TO BE
ANNEXED TO COMMUNITY FACILITIES DISTRICT NO. 2015 -2 (MAINTENANCE
SERVICES) (ANNEXATION NO. 9);
2. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,
CALIFORNIA, DECLARING ELECTION RESULTS FOR COMMUNITY FACILITIES
DISTRICT NO. 2015 -2 (MAINTENANCE SERVICES) (ANNEXATION NO. 9); and
3. Introduce AN ORDINANCE AMENDING ORDINANCE NO. 2016 -1359 OF THE CITY
COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, ACTING IN ITS CAPACITY
AS THE LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT NO. 2015 -2 OF
THE CITY OF LAKE ELSINORE (MAINTENANCE SERVICES) AUTHORIZING THE LEVY
OF SPECIAL TAXES.
Background and Discussion
On May 12', the City Council adopted Resolution No. 2020 -038, declaring its intention to annex
territory to Community Facilities District No. 2015 -2 (Maintenance Services) and commence the
annexation proceedings for the territory to be annexed, also known as Annexation No. 9. A
public hearing was set for June 23, 2020. Following such public hearing, if there is no majority
protest against the annexation and the levy of the special tax, the City Clerk will conduct an
election for the landowners and to declare the results of that election.
As required by the Resolution of Intention, an annexation map was recorded on May 20, 2020,
at 11:54 a.m. in Book 85, Page 19 -20, Document No. 2020 - 0214925 of Maps of Assessment
and Community Facilities Districts with the Riverside County Recorder.
Rosetta Hills
Page 2
The applicants for the development of Rosetta Hills is Donald S. Clurman, Spectrum
Communities and Three Strands Properties (the "Applicants "). The Resolution of Intention was
adopted by the City Council in response to a request by the Applicants for the City to assist
them in annexing territory into CFD No. 2015 -2 (Maintenance Services) to cover the costs
associated with the maintenance of public improvements. The improvements proposed to be
maintained include items such as lighting, street maintenance, parks and graffiti abatement.
The Applicants have agreed to the annexation into the CFD and submitted a "Consent and
Waiver" form on file in the City Clerk's Office, to initiate and conduct proceedings pursuant to
the Mello -Roos Act of 1982, requesting the annexation of property to CFD No. 2015 -2
(Maintenance Services) and consenting to the shortening of election time requirements, waiving
analysis and arguments, and waiving all notice requirements relating to the conduct of the
election.
The original area proposed within Annexation No. 9 will encompass 178 detached single - family
residential units. The territory proposed to be annexed into CFD No. 2015 -2 will be included in
Tax Zone 11. The proposed total maximum tax rate for Tax Zone 11 is $541 per residential unit
per year for Special Tax A and $69 per residential unit for Special Tax B. The maximum annual
tax rates are proposed to escalate each year at the greater of Consumer Price Index (CPI) or
2 %.
Fiscal Impact
On March 1 of each year, every taxable property for which a building permit has been issued
will be subject to the special taxes in the ensuing Fiscal Year. If the anticipated costs of
maintaining the facilities in any given Fiscal Year, prior to buildout of the project, exceeds the
special tax revenues available from parcels for which building permits have been issued, then
the special tax may also be on undeveloped property within the Tax Zone.
Once developed, the Special Tax A for Tax Zone 11 will generate $96,356 for maintenance
services.
Exhibits
A — Reso. Calling an Election
Al — RMA
A2 — Ballot
B — Reso. Election Results
B1 — Certificate of Election Results
C — Certificate of Registrar of Voters
D — Ordinance
E — Project Map
RESOLUTION NO. 2020-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,
CALIFORNIA, CALLING AN ELECTION TO SUBMIT TO THE QUALIFIED ELECTORS
THE QUESTION OF LEVYING A SPECIAL TAX WITHIN THE AREA PROPOSED TO
BE ANNEXED TO COMMUNITY FACILITIES DISTRICT NO. 2015 -2 (MAINTENANCE
SERVICES) (ANNEXATION NO. 9)
Whereas, on September 22, 2015 the City Council (the "City Council ") of the City of Lake Elsinore
(the "City ") approved Resolution No. 2015 -078 declaring the City's intention to establish
Community Facilities District No. 2015 -2 (Maintenance Services) of the City of Lake Elsinore,
County of Riverside, State of California (the "CFD No. 2015 -2 ") for the purpose of levying special
taxes on parcels of taxable property therein for the purpose of providing certain services which
are necessary to meet increased demands placed upon the City as a result of the development
of said real property; and,
Whereas, the City Council set a public hearing for September 22, 2015 after which the Council
adopted Resolution No. 2015 -078 forming the CFD No. 2015 -2 and calling a special election at
which the questions of levying a special tax and establishing an appropriations limit with respect
to the CFD No. 2015 -2 were submitted to the qualified electors within the CFD No. 2015 -2; and,
Whereas, on September 22, 2015, the City Council adopted Resolution No. 2015 -079 declaring
the results of the special election and finding that more than two - thirds (2/3) of all votes cast at
the special election were cast in favor of the proposition presented, and such proposition passed;
and,
Whereas, the City Council is authorized by Article 3.5 (commencing with Section 53339) of
Chapter 2.5 of Part 1 of Division 2 of Title 5 of the Government Code as amended (the "Act "), to
annex territory into an existing community facilities district by complying with the procedures set
forth in said Article 3.5; and,
Whereas, the City Council on May 12, 2020 duly adopted Resolution No. 2020 -038 (the
"Resolution of Intention ") declaring its intention to annex certain territory to CFD No. 2015 -2
(Maintenance Services) and to levy a special tax within that territory to pay for certain services
and setting a time and place for the public hearing on the proposed annexation for June 23, 2020;
and,
Whereas, the territory proposed to be annexed is identified in a map entitled "Annexation Map
No. 9 Community Facilities District No. 2015 -2 (Maintenance Services)" a copy of which was
recorded, on May 20, 2020, in Book 85 of Maps of Assessment and Community Facilities Districts
at Page 19 -20, in the office of the Riverside County Recorder; and,
Whereas, pursuant to the Act and the Resolution of Intention, a noticed public hearing was
convened by the City Council on June 23, 2020, not earlier than the hour of 7:00 p.m. at the City
Hall located at 183 N Main Street, Lake Elsinore, California 92530, relative to the proposed
annexation of said territory to CFD No. 2015 -2; and,
Whereas, written protests have not been filed by fifty percent (50 %) or more of the registered
voters residing within the CFD No 2015 -2, or by fifty percent (50 %) or more of the registered
voters residing within the territory to be annexed, or by the owners of one -half (1/2) or more of the
CC Res. No. 2020 -
Page 2 of 5
area within the CFD No. 2015 -2, or by the owners of one -half (1/2) or more of the territory to be
annexed; and,
Whereas, the City Council has determined that there are fewer than twelve registered voters
residing in the territory proposed to be annexed to the CFD No. 2015 -2 and that the qualified
electors in such territory are the landowners; and,
Whereas, on the basis of all of the foregoing, the City Council has determined at this time to call
an election to authorize the annexation of territory to the CFD No. 2015 -2 and the levying of a
special tax as described in Exhibit A hereto; and,
Whereas, the City Council has received a written instrument from each landowner in the territory
proposed to be annexed to the CFD No. 2015 -2 consenting to the shortening of election time
requirements, waiving analysis and arguments, and waiving all notice requirements relating to the
conduct of the election; and,
Whereas, the City Clerk has concurred in the election date set forth herein.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LAKE
ELSINORE, ACTING EX OFFICIO AS THE LEGISLATIVE BODY OF COMMUNITY FACILITIES
DISTRICT 2015 -2 (MAINTENANCE SERVICES) OF THE CITY OF LAKE ELSINORE,
DETERMINE AND ORDER AS FOLLOWS:
Section 1. Recitals. The foregoing recitals are true and correct.
Section 2. Conformation of Finding in Resolution of Intention. The City Council reconfirms all
of its findings and determinations as set forth in the Resolution of Intention.
Section 3. Findings Regarding Protests. The City Council finds and determines that written
protests to the proposed annexation of territory to the CFD No. 2015 -2 and the levy of the special
tax within such territory are insufficient in number and in amount under the Act, and the City
Council hereby further orders and determines that all such protests are hereby overruled.
Section 4. Findings Regarding Prior Proceedings. The City Council finds and determines that
all prior proceedings had and taken by the City Council with respect to the annexation of territory
to CFD No. 2015 -2 are valid and in conformity with the requirements of the Act.
Section 5. Levy of Special Tax. As stated in the Resolution of Intention, except where funds
are otherwise available, subject to the approval of the qualified electors of territory proposed to
be annexed to CFD No. 2015 -2, a special tax sufficient to pay the costs of the Services (including
incidental expenses as described in the Resolution of Intention), secured by recordation of a
continuing lien against all nonexempt real property in CFD No. 2015 -2, will be levied annually in
CFD No. 2015 -2. The rate and method of apportionment, and manner of collection of the special
tax are specified in Exhibit A hereto.
Section 6. Apportionment of Tax. The special tax as apportioned to each parcel is based on
the cost of making the Services available to each parcel, or other reasonable basis, and is not
based on or upon the ownership of real property.
Section 7. Tax Roll Preparation. The office of the Assistant City Manager, 130 South Main
Street, City of Lake Elsinore, is hereby designated as the office that will be responsible for
CC Res. No. 2020 -
Page 3 of 5
annually preparing a current roll of special tax levy obligations by assessor's parcel number and
that will be responsible for estimating future special tax levies pursuant to Government Code
section 53340.2. The Assistant City Manager may cause these functions to be performed by his
or her deputies, assistants, or other designated agents.
Section 8. Accountability Measures. Pursuant to Section 50075.1 of the California
Government Code, the City shall create a separate account into which tax proceeds will be
deposited; and the Assistant City Manager annually shall file a report with the City Council that
will state (a) the amount of funds collected and expended and (b) the status of the Services
financed in CFD No. 2015 -2.
Section 9. Special Election; Voting Procedures. The City Council hereby submits the
questions of levying the special tax within the territory proposed to be annexed to the qualified
electors, in accordance with and subject to the Act. The special election shall be held on June
23, 2020, and shall be conducted as follows:
(a) Qualified Electors. The City Council hereby determines that the Services are
necessary to meet increased demands placed upon the City as a result of development occurring
within the boundaries of CFD No. 2015 -2. Because fewer than twelve registered voters resided
within the territory proposed to be annexed to CFD No. 2015 -2 on April 30, 2020 (a date within
the 90 days preceding the close of the public hearing on the territory proposed to be annexed to
CFD No. 2015 -2), the qualified electors shall be the landowners within territory proposed to be
annexed, and each landowner who was the owner of record at the close of the hearing shall have
one vote for each acre or portion of an acre of land that such landowner owns within the territory
proposed to be annexed to CFD No. 2015 -2.
(b) Consolidation of Elections; Combination of Propositions on Ballot. The election
on the question of levying the special tax and establishing an appropriations limit for CFD No.
2015 -2 shall be consolidated, and the two proportions shall be combined into a single ballot
proposition for submission to the voters, as authorized by Government Code Section 53353.5.
(c) Mail Ballot Election. Pursuant to Government Code section 53327.5, the
election shall be conducted as a mail ballot election. The City Council hereby ratifies the City
Clerk's delivery of a ballot to each landowner within the territory proposed to be annexed to CFD
No. 2015 -2. The City Council hereby ratifies the form of the ballot, which is attached hereto as
Exhibit B.
(d) Return of Ballots. The City Clerk shall accept the ballots of the landowners up
to 7:00 p.m. on June 23, 2020. The City Clerk shall have available ballots that may be marked at
the City Clerk's office on the election day by voters. Once all qualified electors have voted, the
City Clerk may close the election.
(e) Canvass of Election. The City Clerk shall commence the canvass of the returns
of the special election as soon as the election is closed (on June 23, 2020, or when all qualified
electors have voted) at the City Clerk's office. At the conclusion of the canvass, the City Clerk
shall declare the results of the election.
(f) Declaration of Results. The City Council shall declare the results of the special
election following the completion of the canvass of the returns and shall cause to be inserted into
its minutes a statement of the results of the special election as ascertained by the canvass of the
returns.
CC Res. No. 2020-
Page 4 of 5
Section 10. Filing of Resolution and Map with City Clerk. The City Council hereby directs the
City Clerk to file a copy of this resolution and the annexation map of the boundaries of CFD No.
2015 -2 in her office.
Passed and Adopted on this 23rd day of June 2020.
Brian Tisdale, Mayor
Attest:
Candice Alvarez, MMC
City Clerk
CC Res. No. 2020 -
Page 5 of 5
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.
CITY OF LAKE ELSINORE )
I, Candice Alvarez, MMC, City Clerk of the City of Lake Elsinore, California, do hereby certify that
Resolution No. 2020- was adopted by the City Council of the City of Lake Elsinore, California,
at the Regular meeting of June 23, 2020, and that the same was adopted by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
Candice Alvarez, MMC
City Clerk
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
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 15Y 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
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
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 4
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 the
Tax Zone annexed and included in Appendix A. The Maximum Special Tax Afor Approved property
Fiscal Year 2015 -2016 within Tax Zone 1 is identified in Table 2 below:
City of Lake Elsinore
Community Facilities District No. 2015 -2 (Maintenance Services)
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:
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
City of Lake Elsinore 6
Community Facilities District No. 2015 -2 (Maintenance Services)
(ii) Increase in the Maximum Special Tax B (Continge
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 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:
City of Lake Elsinore
Community Facilities District No. 2015 -2 (Maintenance Services)
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;
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;
City of Lake Elsinore 8
Community Facilities District No. 2015 -2 (Maintenance Services)
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
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 2020 -21. These services are being funded by the levy of Special Tax A for Community
Facilities District No. 2015 -2.
TAX ZONE 11
TRACT NO. 32129 & 30698
Item
Description
Estimated Cost
1
Streetlights
$10,296
2
Streets
$25,435
3
Parks
$42,618
4
Graffiti
$666
5
Reserves
$5,489
6
Admin
$11,852
Total
$96,356
Special Tax B Contingent Services — The estimate in the table below breaks down the costs of providing
one year's contingent services for Fiscal Year 2020 -21. If necessary, these services will be funded by the
levy of Special Tax B (Contingent) for Community Facilities District No. 2017 -1 Tax Zone 11.
TAX ZONE 11 (CONTINGENT SERVICES)
TRACT NO. 32129 & 30698
Item
Description
Estimated Cost
1
Drainage
$9,768
Total
$69
$9,768
TAX ZONE 11
FY 2020 -21 MAXIMUM SPECIAL TAX RATES
DEVELOPED PROPERTY AND APPROVED PROPERTY
Land Use
Category
Taxable
Unit
Maximum
Special Tax A
Maximum
Special Tax B
Single Family Residential
RU
$541
$69
Non - Residential Property
Acre
$3,212
$407
TAX ZONE 11
FY 2020 -21 MAXIMUM SPECIAL TAX RATES
UNDEVELOPED PROPERTY
Taxable
Unit
Maximum
Special Tax A
Maximum
Special Tax B
Acre
$3,212
$407
City of Lake Elsinore 10
Community Facilities District No. 2015 -2 (Maintenance Services)
TAX ZONE SUMMARY
Annexation
Tax
Zone
Tract
APN
Fiscal
Year
Maximum
Special Tax A
Maximum
Special Tax B
Subdivider
Original
1
LLA- 2014 -2743
2015 -16
$121 / Acre
$0 / Acre
Tractor Supply
1
2
36682
2016 -17
$354 / RU
$102 / RU
Pardee Homes
2
3
PM 29996
2017 -18
$951 / Acre
$165 / Acre
Pasadena Industrial Park, LLC
3
4
PM 36551
2017 -18
$2,671 / Acre
$201 / Acre
ARI Chaney Street, LLC
4
5
TR 32996
2017 -18
$378 / RU
$321 / RU
LE Cottage Lane, LLC
5
6
365 - 030 -001
2018 -19
$1,004/ Acre
$0 / Acre
Lake Elsinore CCR, LLC
6
7
TR 33267
2019 -20
$350 / RU
$56 / RU
Pardee Homes
7
8
PM 37284
2019 -20
$1,953 / Acre
$0 / Acre
Central Plaza
8
9
TR 37305
2019 -20
$951 / RU
$384 / RU
Nichols Rd Partners, LLC
8
10
TR 37305; Lot 169
2019 -20
$2,600 / Acre
$0 / Acre
Nichols Rd Partners, LLC
9
11
TR 32129 & 30698
2020 -21
$541 / RU
$69 / RU
Donald S. Clurman &
Three Strands Properties, LLC &
Spectrum Communities, LLC
ESCALATION OF MAXIMUM SPECIAL TAXES
On each July 1, commencing on July 1, 2021 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 11
Community Facilities District No. 2015 -2 (Maintenance Services)
APPENDIX B
CITY OF LAKE ELSINORE
COMMUNITY FACILITIES DISTRICT NO. 2015 -2 (MAINTENANCE SERVICES)
U7:1410l :71a1[0L[Q will] 9:[Q11t44 DIM g ty /[0 *i
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 and traffic signals; 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 12
Community Facilities District No. 2015 -2 (Maintenance Services)
APPENDIX C
CITY OF LAKE ELSINORE
COMMUNITY FACILITIES DISTRICT NO. 2015 -2 (MAINTENANCE SERVICES)
2.101061•j:1107 00lNp7el:11 *11F IL U719119:11L kI /e1welIL I1LW1 t0001witl:ri\ 16111►D7el:7[�i
City of Lake Elsinore 13
Community Facilities District No. 2015 -2 (Maintenance Services)
THIS MAP SHOWS THE BOUNDARIES OF AREAS TO BE
ANNEXED 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 FACILITIES
DISTRICT ARE SHOWN AND DESCRIBED ON THE MAP
THEREOF WHICH WAS PREVIOUSLY RECORDED ON
AUGUST 13, 2015 IN BOOK 78 OF MAPS OF ASSESSMENT
AND COMMUNITY FACILITIES DISTRICT AT PAGE 73 AND
AS INSTRUMENT NO. 2015- 0361493 IN THE OFFICE OF THE
COUNTY RECORDER OF THE COUNTY OF RIVERSIDE,
STATE OF CALIFORNIA.
I HEREBY CERTIFY THAT THE WITHIN MAP SHOWING PROPOSED
BOUNDARIES TO BE ANNEXED TO COMMUNITY FACILITIES DISTRICT
NO. 2015 -2 (MAINTENANCE SERVICES), CITY OF LAKE ELSINORE,
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA, WAS APPROVED
BY THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE AT A REGULAR
MEETING THEREOF, HELD ON 12Y" DAY OF hdg p 20 2O
BY RESOLUTION NO. 2020 -t7t,R
CITY CLER
CITY OF LAKE ELSINORE
FILED IN THE OFFICE OF THE CITY CLERK, CITY OF LAKE
ELSINORE THIS 134h DAY OF k&Q*, 20_0.
CITY CLER
CITY OF LA . ELSINORE
CFD 2015 -2
fAX ZONE 11
THIS ANNEXATION MAP CORRECTY SHOWS THE LOT OR
PARCEL OF LAND INCLUDED WITHIN THE BOUNDARIES OF
C THE COMMUNITY FACILITIES DISTRICT. FOR DETAILS
CONCERNING THE LINES AND DIMENSIONS OF LOTS OR
SPICER CONSULTING PARCEL REFER TO THE COUNTY ASSESSOR MAPS FOR
G R O U P FISCAL YEAR 2019 -20.
ANNEXATION MAP NO. 9
COMMUNITY FACILITIES DISTRICT NO. 2015 -2
(MAINTENANCE SERVICES)
CITY OF LAKE ELSINORE,
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
ar g4 ,a
SHEET 1 OF 2 SHEETS
RECORDED THISV 40AY OF MA I 2010 AT
THE HOUR OFIJy0O'CLOCK AM. IN BOOK_
PAGEl9 -40 OF MAPS OF ASSESSMENT AND COMMUNITY
FACILITIES DISTRICTS IN THE OFFICE OF THE COUNTY
RECORDER, IN THE COUNTY OF RIVERSIDE, STATE OF
CALIFORNIA. /,,
FEE: /•4 NO.: 2020- 0244 1c
PETER ALDANA, ASSESSOR, COUNTY CLERK, RECORDER
DEPUTY
LEGEND
ANNEXATION AREA BOUNDARY
PARCEL LINE
ii TAX ZONE
25 MAP REFERENCE NUMBER
N
W +E
s
ANNEXATION MAP NO. 9
COMMUNITY FACILITIES DISTRICT NO. 2015 -2
(MAINTENANCE SERVICES)
CITY OF LAKE ELSINORE,
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
REFERENCE NO. APN REFERENCE NO. APN REFERENCE NO. APN REFERENCE NO. APN
1
347 - 110 -021
49
347 -560 -022
96
347 -561 -001
143
347 -571 -022
2
347 -580 -007
50
347 -560 -023
97
347 -561 -002
144
347 - 571 -023
3
347 -580 -001
51
347 -560 -024
98
347.561 -003
145
347 -571 -024
4
347 -580 -002
52
347 - 560 -025
99
347 -561 -004
146
347- 571 -025
5
347- 580 -003
53
347 - 560 -026
100
347 -561 -005
147
347571 -026
6
347 - 580.004
54
347 - 560 -027
101
347- 561 -006
148
347- 571 -027
7
347 -580 -005
55
347 - 560 -028
102
347- 561 -007
149
347 - 571 -028
8
347- 580 -006
56
347 - 560 -044
103
347 - 561 -008
150
347 -571 -029
9
347- 581 -001
57
347 -560 -029
104
347- 561 -009
151
347.562 -001
10
347- 581 -002
58
347 - 560-130
105
347- 561 -010
152
347 - 562 -002
11
347- 581 -003
59
347 -560 -031
106
347- 561 -011
153
347- 562 -003
12
347- 581 -004
60
347- 560 -032
107
347 - 561 -012
154
347- 562 -004
13
347- 581 -005
61
347- 560 -033
108
347 -561 -013
i55
347 - 562 -005
14
347 - 581 -006
62
347 - 560 -034
109
347 - 561 -014
156
347 - 562 -006
15
347 - 581 -007
63
347 - 560 -035
110
347- 561 -015
157
347 -562 -007
16
347 - 581 -008
64
347 - 560 -036
111
347- 561 -016
158
347 - 562 -008
17
347- 582 -001
65
347 - 560 -037
112
347- 561 -017
159
347 - 562 -009
18
347 - 582 -002
66
347- 560 -038
113
347 -561 -018
160
347 - 562 -010
20
347 - 582 -003
67
347 - 560 -039
114
347- 570 -015
161
347 -562 -011
21
347 - 582 -004
68
347- 560 -040
115
347 - 570 -Oi6
162
347- 562 -012
22
347 -582 -005
69
347 -560 -041
116
347 -570 -017
163
347- 562 -013
23
347 - 582 -006
70
347- 560 -042
117
347 - 570 -018
164
347- 562 -014
24
347 - 582 -007
71
347- 560 -001
118
347 - 570 -019
165
347- 562 -0 15
25
347- 582 -008
72
347 - 560 -002
119
347570 -020
166
347 - 562 -0i6
26
347- 582 -009
73
347.560 -003
120
347 - 570 -021
167
347.562 -017
27
347- 582 -010
74
347 - 560 -004
121
347- 570 -022
28
347- 582 -023
75
347 - 560 -005
122
347 - 571-01
29
347- 582 -019
76
347- 560 -006
123
347 - 571 -002
30
347 - 582 -018
77
347 - 560-107
124
347 -571 -003
31
347. 582 -017
78
347 - 560 -008
125
347- 571 -004
32
347- 582-0 6
79
347- 560 -009
126
347 - 571 -005
33
347.582 -015
80
347- 560 -010
127
347. 571 -101
34
347 - 582 -014
81
347- 560 -011
128
347 -571 -007
35
347- 582 -013
82
347- 570 -001
129
347 -571 -008
36
347- 582 -012
83
347- 570 -002
130
347 - 571 -009
37
347- 582 -021
84
347 -570 -003
131
347 - 571 -010
38
347 -560 -012
85
347 -570 -004
132
347 -571 -011
39
347-560-013
86
347 - 570.005
133
347 - 571.012
40
347- 560 -014
87
347.570 -006
134
347- 571 -013
41
347 -560 -015
88
347.570 -007
135
347- 571 -014
42
347- 560 -016
89
347 - 570 -008
136
347- 571 -015
43
347. 560-017
90
347- 570 -009
137
347 - 571 -016
44
347 - 560 -018
91
347.570 -010
138
347 -571 -017
45
347 - 560 -019
92
347- 570 -011
139
347 - 571 -018
46
347- 560 -043
93
347- 570 -012
140
347 - 571 -019
47
347- 560 -020
94
347- 570 -013
141
347- 571 -020
48
347 - 560.021
95
347 - 570 -014
742
347 - 571 -021
C�1V
SPICER CONSULTING
G R O U P
do
SHEET 2 OF 2 SHEETS
i
g�
I HEREBY CERTIFY THAT THE WITHIN MAP SHOWING
THE PROPOSED BOUNDARIES OF THE POTENTIAL
ANNEXATION AREA OF COMMUNITY FACILITIES DISTRICT
NO. 2015.2 (MAINTENANCE SERVICES), CITY OF LAKE ELSINORE,
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA, WAS
APPROVED BY THE CITY COUNCIL OF THE CITY OF
MENIFEE AT A .T.VLAR MEETING THERE,
y$� DAY OF ' 201a
BY ITS RESDLUTI NO. 2- tS -o4.f.
.r
A., trrti
CITY CLERK
CITY OF LAKE ELSINORE
FILED IN THE OFFICE OF THE CITY CLERK, CITY
ELSINORE THIS L% DAY OF 120
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CITY CLERK '
CITY OF LAKE ELSINORE
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VICINrrY MAP
NOT TO SCALE
A L B E R 1 A
WEBB
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BOUNDARIES - POTENTIAL ANNEXATION AREA
COMMUNITY FACILITIES DISTRICT NO. 2015 -2
(MAINTENANCE SERVICES)
CITY OF LAKE ELSINORE
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SHEFT 1 OF 1 SHFFT
RECORDED THIS eDAY OF 205&
AT THE HOUR DF L2aS ucuxx IN BOOK at
PAGE -N OF MAPS OF ASSESSMENT AND COMMUNITY
FACILITIES DISTRICTS IN THE OFFICE OF THE COUNTY
RNERSIDE, STATE OF
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CLERK, RECORDER
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AREA BOUNDARY
W.0. 15.0228
SPECIAL TAX ELECTION
CITY OF LAKE ELSINORE
ANNEXATION OF TERRITORY TO
COMMUNITY FACILITIES DISTRICT NO. 2015 -2 (MAINTENANCE SERVICES)
ANNEXATION NO. 9
(June 23, 2020)
This ballot is for the use of the authorized representative of the following owner of land within
Annexation No. 9 of the Community Facilities District No. 2015 -2 (Maintenance Services) ( "CFD
No. 2015 -2 ") of the City of Lake Elsinore:
Name of Landowner Number of Acres Owned Total Votes
Donald S. Clurman 42.53 43
According to the provisions of the Mello -Roos Community Facilities Act of 1982, and resolutions
of the City Council (the "Council ") of the City of Lake Elsinore (the "City "), the above -named
landowner is entitled to cast the number of votes shown above under the heading "Total Votes,"
representing the total votes for the property owned by said landowner. The City has sent the
enclosed ballot to you so that you may vote on whether or not to approve the special tax.
This special tax ballot is for the use of the property owner of the parcels identified below, which
parcels are located within the territory proposed to be annexed to the CFD No. 2015 -2, City of
Lake Elsinore, County of Riverside, State of California. Please advise the City Clerk, at (951)
674 -3124 x 261 if the name set forth below is incorrect or if you are no longer one of the owners
of these parcels. This special tax ballot may be used to express either support for or opposition
to the proposed special tax. To be counted, this special tax ballot must be signed below by the
owner or, if the owner is not an individual, by an authorized representative of the owner. The
ballot must then be delivered to the City Clerk, either by mail or in person, as follows:
Mail
Delivery: If by mail, place ballot in the return envelope provided, and mail no later than June
9, 2020, two calendar weeks prior to the date set for the election. Mailing later
than this deadline creates the risk that the special tax ballot may not be received
in time to be counted.
Personal
Delivery: If in person, deliver to the City Clerk at any time up to 7:00 p.m. on June 23, 2020,
at the Clerk's office at 130 N Main St. Lake Elsinore, CA 92530.
However delivered, this ballot must be received by the Clerk prior to the close of the public
meeting on June 23, 2020.
Very truly yours,
Candice Alvarez, MMC,
City Clerk
TO CAST THIS BALLOT. PLEASE RETURN THIS ENTIRE PAGE.
OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner:
Assessor's Parcel Number(s):
Donald S. Clurman
See Attached
640 Diamond St
Laguna Beach, CA 92651
ANNEXATION OF TERRITORY TO
COMMUNITY FACILITIES DISTRICT NO. 2015 -2 (MAINTENANCE SERVICES)
ANNEXATION NO. 9
AN "X" OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT
SPECIAL TAX BALLOT MEASURE
MARK "YES" OR "NO"
WITH AN "X ":
Shall the City Council of the City of Lake Elsinore be authorized to
levy a special tax on an annual basis at the rates and apportioned YES
as described in Exhibit C to the Resolution Declaring its Intention to
Annex Territory to Community Facilities District No. 2015 -2
(Maintenance Services) adopted by the City Council on May 12,
2020 (the "Resolution "), which is incorporated herein by this NO
reference, within the territory identified on the map entitled
"Annexation Map No. 9 of Community Facilities District No. 2015 -2
(Maintenance Services) City of Lake Elsinore" to finance certain
services as set forth in Section 4 to the Resolution (including
incidental expenses) and shall an appropriation limit be established
for Community Facilities District No. 2015 -2 (Maintenance Services)
in the amount of special taxes collected?
Certification for SDecial Election Ballot
The undersigned is an authorized representative of the above -named landowner and is the
person legally authorized and entitled to cast this ballot on behalf of the above -named landowner.
I declare under penalty of perjury under the laws of the State of California that the foregoing is
true and correct and that this declaration is executed on , 20
The Donald S. Clurman Separate Property Trust
Signature
Print Name
Title
APN
APN
APN
APN
347 - 560 -001
347 - 561 -018
347 - 562 -006
347 - 582 -019
347 - 560 -002
347 - 570 -015
347 - 562 -007
347 - 560 -012
347 - 560 -003
347 - 570 -016
347 - 562 -008
347 - 560 -013
347 - 560 -004
347 - 570 -017
347 - 562 -009
347 - 560 -014
347 - 560 -005
347 - 570 -018
347 - 562 -010
347 - 560 -015
347 - 560 -006
347 - 570 -019
347 - 562 -011
347 - 560 -016
347 - 560 -007
347 - 570 -020
347 - 562 -012
347 - 560 -017
347 - 560 -008
347 - 570 -021
347 - 562 -013
347 - 560 -018
347 - 560 -009
347 - 570 -022
347 - 562 -014
347 - 560 -019
347 - 560 -010
347 - 571 -001
347 - 562 -015
347 - 560 -020
347 - 560 -011
347 - 571 -002
347 - 562 -016
347 - 560 -021
347 - 570 -001
347 - 571 -003
347 - 562 -017
347 - 560 -022
347 - 570 -002
347 - 571 -004
347 - 580 -001
347 - 560 -023
347 - 570 -003
347 - 571 -005
347 - 580 -002
347 - 560 -024
347 - 570 -004
347 - 571 -006
347 - 580 -003
347 - 560 -025
347 - 570 -005
347 - 571 -007
347 - 580 -004
347 - 560 -026
347 - 570 -006
347 - 571 -008
347 - 580 -005
347 - 560 -027
347 - 570 -007
347 - 571 -009
347 - 580 -006
347 - 560 -028
347 - 570 -008
347 - 571 -010
347 - 581 -001
347 - 560 -029
347 - 570 -009
347 - 571 -011
347 - 581 -002
347 - 560 -030
347 - 570 -010
347 - 571 -012
347 - 581 -003
347 - 560 -031
347 - 570 -011
347 - 571 -013
347 - 581 -004
347 - 560 -032
347 - 570 -012
347 - 571 -014
347 - 581 -005
347 - 560 -033
347 - 570 -013
347 - 571 -015
347 - 581 -006
347 - 560 -034
347 - 570 -014
347 - 571 -016
347 - 582 -001
347 - 560 -035
347 - 561 -001
347 - 571 -017
347 - 582 -002
347 - 560 -036
347 - 561 -002
347 - 571 -018
347 - 582 -003
347 - 560 -037
347 - 561 -003
347 - 571 -019
347 - 582 -004
347 - 560 -038
347 - 561 -004
347 - 571 -020
347 - 582 -005
347 - 560 -039
347 - 561 -005
347 - 571 -021
347 - 582 -006
347 - 560 -040
347 - 561 -006
347 - 571 -022
347 - 582 -007
347 - 560 -041
347 - 561 -007
347 - 571 -023
347 - 582 -008
347 - 560 -042
347 - 561 -008
347 - 571 -024
347 - 582 -009
347 - 560 -043
347 - 561 -009
347 - 571 -025
347 - 582 -010
347 - 571 -029
347 - 561 -010
347 - 571 -026
347 - 582 -021
347 - 580 -007
347 - 561 -011
347 - 571 -027
347 - 582 -012
347 - 581 -007
347 - 561 -012
347 - 571 -028
347 - 582 -013
347 - 560 -044
347 - 561 -013
347 - 562 -001
347 - 582 -014
347 - 581 -008
347 - 561 -014
347 - 562 -002
347 - 582 -015
347 - 582 -023
347 - 561 -015
347 - 562 -003
347 - 582 -016
347 - 561 -016
347 - 562 -004
347 - 582 -017
347 - 561 -017
347 - 562 -005
347 - 582 -018
SPECIAL TAX ELECTION
CITY OF LAKE ELSINORE
ANNEXATION OF TERRITORY TO
COMMUNITY FACILITIES DISTRICT NO. 2015 -2 (MAINTENANCE SERVICES)
ANNEXATION NO. 9
(June 23, 2020)
This ballot is for the use of the authorized representative of the following owner of land within
Annexation No. 9 of the Community Facilities District No. 2015 -2 (Maintenance Services) ( "CFD
No. 2015 -2 ") of the City of Lake Elsinore:
Name of Landowner Number of Acres Owned Total Votes
Spectrum Communities and
Three Strands Properties 10 10
According to the provisions of the Mello -Roos Community Facilities Act of 1982, and resolutions
of the City Council (the "Council ") of the City of Lake Elsinore (the "City "), the above -named
landowner is entitled to cast the number of votes shown above under the heading "Total Votes,"
representing the total votes for the property owned by said landowner. The City has sent the
enclosed ballot to you so that you may vote on whether or not to approve the special tax.
This special tax ballot is for the use of the property owner of the parcels identified below, which
parcels are located within the territory proposed to be annexed to the CFD No. 2015 -2, City of
Lake Elsinore, County of Riverside, State of California. Please advise the City Clerk, at (951)
674 -3124 x 261 if the name set forth below is incorrect or if you are no longer one of the owners
of these parcels. This special tax ballot may be used to express either support for or opposition
to the proposed special tax. To be counted, this special tax ballot must be signed below by the
owner or, if the owner is not an individual, by an authorized representative of the owner. The
ballot must then be delivered to the City Clerk, either by mail or in person, as follows:
Mail
Delivery: If by mail, place ballot in the return envelope provided, and mail no later than June
9, 2020, two calendar weeks prior to the date set for the election. Mailing later
than this deadline creates the risk that the special tax ballot may not be received
in time to be counted.
Personal
Delivery: If in person, deliver to the City Clerk at any time up to 7:00 p.m. on June 23, 2020,
at the Clerk's office at 130 N Main St. Lake Elsinore, CA 92530.
However delivered, this ballot must be received by the Clerk prior to the close of the public
meeting on June 23, 2020.
Very truly yours,
Candice Alvarez, MMC,
City Clerk
TO CAST THIS BALLOT. PLEASE RETURN THIS ENTIRE PAGE.
OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner:
Assessor's Parcel Number(s):
Spectrum Communities LLC
347 - 110 -021
Three Strands Properties
Attn: Donald S. Clurman
640 Diamond St
Laguna Beach, CA 92651
ANNEXATION OF TERRITORY TO
COMMUNITY FACILITIES DISTRICT NO. 2015 -2 (MAINTENANCE SERVICES)
ANNEXATION NO. 9
AN "X" OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT
SPECIAL TAX BALLOT MEASURE
Shall the City Council of the City of Lake Elsinore be authorized to
levy a special tax on an annual basis at the rates and apportioned
as described in Exhibit C to the Resolution Declaring its Intention to
Annex Territory to Community Facilities District No. 2015 -2
(Maintenance Services) adopted by the City Council on May 12,
2020 (the "Resolution "), which is incorporated herein by this
reference, within the territory identified on the map entitled
"Annexation Map No. 9 of Community Facilities District No. 2015 -2
(Maintenance Services) City of Lake Elsinore" to finance certain
services as set forth in Section 4 to the Resolution (including
incidental expenses) and shall an appropriation limit be established
for Community Facilities District No. 2015 -2 (Maintenance Services)
in the amount of special taxes collected?
Certification for Special Election Ballot
MARK "YES" OR "NO"
WITH AN "X ":
YES
NO
The undersigned is an authorized representative of the above -named landowner and is the
person legally authorized and entitled to cast this ballot on behalf of the above -named landowner.
I declare under penalty of perjury under the laws of the State of California that the foregoing is
true and correct and that this declaration is executed on .20 .
Spectrum Communities, LLC
a California limited liability company
Signature
Print Name
Three Strands Properties, LLC
a California limited liability company
Signature
Print Name
Title Title
RESOLUTION NO. 2020-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,
CALIFORNIA, DECLARING ELECTION RESULTS FOR COMMUNITY FACILITIES
DISTRICT NO. 2015 -2 (MAINTENANCE SERVICES) (ANNEXATION NO. 9)
Whereas, the City Council (the "City Council ") of the City of Lake Elsinore (the "City ") has
heretofore conducted proceedings for the area proposed to be annexed to Community Facilities
District No. 2015 -2 (Maintenance Services) (the "CFD No. 2015 -2 ") of the City of Lake Elsinore,
including conducting a public hearing pursuant to Section 53339.5 of the Government Code;
and,
Whereas, at the conclusion of said public hearing, the City Council adopted a resolution calling
a special election for June 23, 2020, and submitting to the qualified electors of the territory to be
annexed to the CFD No. 2015 -2 the question of levying special taxes on parcels of taxable
property therein for the purpose of providing certain services which are necessary to meet
increased demands placed upon the City as a result of the development of said real property as
provided in the form of special election ballot; and,
Whereas, a Certificate of Election Results, attached thereto as Exhibit A, dated June 23, 2020,
executed by the City Clerk (or, in the absence of the City Clerk, the Acting City Clerk — in either
case, the "Clerk "), has been filed with this Council, certifying that a completed ballot has been
returned to the Clerk for each landowner - voter(s) eligible to cast a ballot in said special election,
with all votes cast as "Yes" votes in favor of the ballot measure, and further certifying on said
basis that the special mailed - ballot election was closed; and,
Whereas, this Council has received, reviewed and hereby accepts the Clerk's Certificate of
Election Results and wishes by this resolution to declare the results of the special mailed - ballot
election.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LAKE
ELSINORE:
Section 1. Recitals. This Council finds and determines that the foregoing recitals are true
and correct.
Section 2. Ballot Measure. This Council hereby finds, determines and declares that the
ballot measure submitted to the qualified electors of the territory to be annexed to CFD No.
2015 -2 has been passed and approved by those qualified electors in accordance with Sections
53328 and 53329 of the Government Code.
Section 3. Annexation. This Council hereby finds, determines and declares that pursuant to
Section 53339.8 of the Government Code, the City Council is authorized to determine that the
territory to be annexed has been added to and become a part of the CFD No. 2015 -2 with full
legal effect, and the City Council is also authorized, pursuant to said Section 53339.8, to
annually levy special taxes within the territory to be annexed to pay the costs of the services to
be provided by the CFD No. 2015 -2 as specified in Resolution No. 2020 -038 adopted by the
City Council on May 12, 2020. The boundaries of the territory annexed are shown on the map
entitled, "Annexation Map No. 9 Community Facilities District No. 2015 -2 (Maintenance
Services)" a copy of which was recorded, on May 20, 2020, in Book 85 of Maps of Assessment
CC Res. No. 2020 -
Page 2 of 3
and Community Facilities Districts at Page 19 -20, in the office of the Riverside County
Recorder.
Section 4. Notice of Special Tax Lien. Pursuant to Section 53339.8 of the Government
Code and Section 3117.5 of the Streets and Highways Code, the City Clerk shall cause to be
filed with the County Recorder of the County of Riverside an amendment of the notice of special
tax lien and a map of the amended boundaries of the CFD No. 2015 -2 including the annexed
territory.
Section 5. Effect. This resolution shall take effect from and after its adoption.
Passed and Adopted on this 23rd day of June 2020.
Brian Tisdale, Mayor
Attest:
Candice Alvarez, MMC
City Clerk
CC Res. No. 2020 -
Page 3 of 3
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.
CITY OF LAKE ELSINORE )
I, Candice Alvarez, MMC, City Clerk of the City of Lake Elsinore, California, do hereby certify
that Resolution No. 2020- was adopted by the City Council of the City of Lake Elsinore,
California, at the Regular meeting of June 23, 2020, and that the same was adopted by the
following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
Candice Alvarez, MMC
City Clerk
CITY OF LAKE ELSINORE
COMMUNITY FACILITIES DISTRICT NO. 2015 -2 (MAINTENANCE SERVICES)
ANNEXATION NO. 9
CERTIFICATE OF ELECTION RESULTS
I, the undersigned, being the Deputy City Clerk or the Acting City Clerk, as the
case may be, hereby certify:
In connection with the special mailed - ballot election called by the City Council (the
"City Council ") of the City of Lake Elsinore (the "City ") on this same date in the proceedings of the
City Council for the annexation of territory to the above - entitled community facilities district, I
personally received (a) a signed and dated waiver and consent form and (b) a signed, dated and
marked election ballot(s) on behalf of the owner(s) listed below, the entity named as the sole
landowner of the land within the boundary of the above - entitled community facilities district in the
Certificate Regarding Registered Voters and Landowners, dated April 30, 2020, and on file in the
office of the City Clerk of the City in connection with the City Council actions on that date. Copies
of the completed waiver and consent form and the completed ballot received by me and on file in
my office are attached hereto.
Following such receipt, I have personally, and in the presence of all persons
present, reviewed the ballot to confirm that it is properly marked and signed, and I hereby certify
the result of that count to be that the ballot was cast in favor of the measure.
Based upon the foregoing, all votes that were cast having been cast "Yes ", in favor
of the ballot measure, the measure has therefore passed.
I declare under penalty of perjury under the laws of the State of California that the
foregoing is true and correct and that this declaration is executed on 2020.
Candice Alvarez, MMC
City Clerk
City of Lake Elsinore
By:
(Attach completed copies of Waiver /Consent and Ballots)
Qualified
Landowner
Landowner Votes
Votes Cast
YES
NO
Donald S. Clurman
43
43
Spectrum Communities and
10
10
Three Strands Properties
Total
53
53
I declare under penalty of perjury under the laws of the State of California that the
foregoing is true and correct and that this declaration is executed on 2020.
Candice Alvarez, MMC
City Clerk
City of Lake Elsinore
By:
(Attach completed copies of Waiver /Consent and Ballots)
REBECCA SPENCER
Registrar of Voters
State of California
° 1?
J
oyk i *o
yt
Ma Y 91
REGISTRAR OF VOTERS
COUNTY OF RIVERSIDE
CERTIFICATE OF REGISTRAR OF VOTERS
) ss
County of Riverside )
ART TINOCO
Assistant Registrar of Voters
I, Rebecca Spencer, Registrar of Voters of said County, hereby certify that:
(A) I have been furnished a map describing the proposed boundary of Community
Facilities District No. 2015 -2 (Maintenance Services), Annexation No. 9 of the City of Lake
Elsinore, of the County of Riverside, State of California;
(B) On April 30, 2020, 1 conducted, or caused to be conducted, a review of the voter
registration records of the County of Riverside for the purpose of determining the number of voters
registered to vote within the proposed boundary of Community Facilities District No. 2015 -2
(Maintenance Services), Annexation No. 9 of the City of Lake Elsinore, of the County of Riverside.
(C) There are 0 registered voters residing within the proposed boundary of Community
Facilities District No. 2015 -2 (Maintenance Services), Annexation No. 9 of the City of Lake
Elsinore, of the County of Riverside.
IN WITNESS WHEREOF, I have executed this Certificate on this 30th day of April 2020,
Rebecca Spencer
Registrar of Voters
Art Tinoto
Assistant Registrar of Voters
2720 Gateway Drive I Riverside, CA 92507 -0921
Mailing address: 2724 Gateway Drive I Riverside, CA 92507 -0918
(951) 486 -7200 1 TTY (951) 697 -8966 1 FAX (951) 486 -7272
www.voteinfo.net
ORDINANCE NO. 2020-
AN ORDINANCE AMENDING ORDINANCE NO. 2016 -1359 OF THE CITY COUNCIL
OF THE CITY OF LAKE ELSINORE, CALIFORNIA, ACTING IN ITS CAPACITY AS
THE LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT NO. 2015 -2 OF
THE CITY OF LAKE ELSINORE (MAINTENANCE SERVICES) AUTHORIZING THE
LEVY OF SPECIAL TAXES
Whereas, pursuant to the Mello -Roos Community Facilities Act of 1982 (the "Act "), on July 28,
2015, the City Council (the "City Council ") of the City of Lake Elsinore (the "City ") adopted
Resolution No. 15 -078 establishing Community Facilities District No. 2015 -2 (Maintenance
Services) of the City of Lake Elsinore, County of Riverside, State of California (the "CFD No.
2015 -2 ") for the purpose of levying special taxes on parcels of taxable property therein for the
purpose of providing certain services (the "Services "), which are necessary to meet increased
demands placed upon the City and are described in Exhibit A attached hereto; and,
Whereas, on May 10, 2016, the City Council adopted Ordinance No. 2016 -1359 entitled, "An
Ordinance of the City of Council of the City of Lake Elsinore, California, acting in its capacity as
the legislative body of Community Facilities District No. 2015 -2 of the City of Lake Elsinore
(Maintenance Services) authorizing the levy of special tax" ( "Ordinance No. 2015 - 1359 "),
pursuant to which the City Council levied special taxes with the CFD No. 2015 -2; and,
Whereas, on May 12, 2020, the City Council adopted Resolution No. 2020 -038 entitled "A
Resolution of the City Council of the City of Lake Elsinore Declaring its Intention to Annex
Territory into Community Facilities District No. 2015 -2 (Maintenance Services) of the City of
Lake Elsinore, Adopting a Map of the Area to be Proposed (Annexation No. 9) and Authorizing
the Levy of a Special Taxes Therein" (the "Resolution of Intention ") declaring its intention to
annex certain territory to the CFD No. 2015 -2 and to levy special taxes within that territory to
provide the Services as described in the Resolution of Intention and setting a special public
hearing on the proposed annexation for June 23, 2020; and,
Whereas, notice was published as required by the Act relative to the intention of the City
Council to annex certain territory to the CFD No. 2015 -2, to levy special taxes therein to provide
the Services, and to set the time and place of said public hearing; and,
Whereas, on June 23, 2020, at the time and place specified in said published notice, the City
Council opened and held a public hearing as required by the Act relative to the annexation of
territory in to the CFD No. 2015 -2, the levy of the special taxes therein, and the provision of
Services by the CFD No. 2015 -2; and,
Whereas, at said public hearing all persons desiring to be heard on all matters pertaining to the
annexation of territory to the CFD No. 2015 -2, the levy of the special taxes therein, and the
provision of Services therein were heard, and a full and fair hearing was held; and,
Whereas, subsequent to said public hearing, the City Council adopted Resolution No. 20-
entitled "A Resolution of the City Council of the City of Lake Elsinore, California, Calling an
Election to Submit to the Qualified Electors the Question of Levying a Special Tax Within the
Area Proposed to be Annexed to Community Facilities District No. 2015 -2 (Maintenance
Services) (Annexation No. 9)" (the "Resolution Calling the Election ") on June 23, 2020, wherein
the City Council submitted the question of levying a special tax in territory proposed to be
Ordinance No. 2020 -
Page 2 of 21
annexed to the CFD No. 2015 -2 at the rate and according to the method of apportionment
described therein; and
Whereas, at said special election on June 23, 2020, the qualified electors of the territory
proposed to be annexed to the CFD No. 2015 -2 approved said propositions as described in the
Resolution Calling the Special Election by more than the two - thirds vote required by the Act;
and,
Whereas, subsequent to said special election, the City Council adopted Resolution No. 20-
entitled "A Resolution of the City Council of the City of Lake Elsinore, California, Declaring the
Election Results for Community Facilities District No. 2015 -2 (Maintenance Services)
(Annexation No. 9)" wherein the City Council determined that the territory proposed to be
annexed was added to the CFD No. 2015 -2 (such territory being referred to herein as
"Annexation No. 9 ").
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE, ACTING AS
THE LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT NO. 2015 -2
(MAINTENANCE SERVICES) OF THE CITY OF LAKE ELSINORE, DOES ORDAIN AS
FOLLOWS:
Section 1. Recitals. The foregoing recitals are true and correct.
Section 2. Amendment to Exhibit B of Ordinance No. 2016 -1359. Ordinance No. 2016 -1359
is hereby amended by including Exhibit B to Ordinance No. 2016 -1359 attached hereto.
Section 3. Amendment to Section 2 of Ordinance No. 2016 -1359. Section 2 of Ordinance
No. 2016 -1359 is hereby amended by deleting it in its entirety and replacing it with the following:
Section 2. By the passage of this Ordinance, the City Council authorizes and levies special
taxes within the District which are subject to taxation which are identified in Exhibit B attached
hereto, pursuant to Sections 53328 and 53340 of the Act at the rates and in accordance with the
rate and method of apportionment set forth in Exhibit A attached hereto, which is incorporated
by reference herein (the "Rate and Method "). The special taxes are hereby levied commencing
the fiscal year specified in the Rate and Method and in each fiscal year thereafter so long as the
services authorized to be finance by the District, are provided through such financing within the
District.
Section 4. Future Annexations. The annexation of additional territory into the CFD No.
2015 -2 was contemplated as part of the adoption of Resolution No. 15 -066. The boundaries of
the territory within which any property may annex to the CFD No. 2015 -2 are more particularly
described and shown on that certain map entitled "Boundaries — Potential Annexation Area
Community Facilities District No. 2015 -2 (Maintenance Services) City of Lake Elsinore, County
of Riverside, State of California," as recorded on August 19, 2015 in Book 78 of Maps of
Assessment and Community Facilities District, at Page 74, and as Document No. 2015-
0369598 in the official records of the County of Riverside. Following a public hearing and the
adoption of resolutions required by the Act for any additional annexations of property within said
potential annexation area, Revised Exhibit B of Ordinance No. 2016 -1359 shall be further
amended to include any additional territory annexed to the CFD No. 2015 -2. The City Council
hereby authorizes and directs the officers, employees, and agents of the City to take all actions
and do all things which they, or any of them, may deem necessary or desirable to accomplish
Ordinance No. 2020 -
Page 3 of 21
the purposes of this Section 4 of this Ordinance to further include Exhibit B to Ordinance No.
2016 -1359.
Section 5. Severability. If for any reason any portion of this Ordinance is found to be invalid,
or if the special taxes found inapplicable to any particular parcel within the CFD No. 2015 -2, by
a court of competent jurisdiction, the balance of this Ordinance and the application of the special
tax to the remaining parcels within the CFD No. 2015 -2 shall not be affected.
Section 6. Authorization to Publish Ordinance. The Mayor shall sign this Ordinance and the
City Clerk shall attest thereto and shall, within fifteen (15) days of its adoption, cause it or a
summary of it to be published at least once in The Press Enterprise, a newspaper of general
circulation published and circulated in the City and the CFD No. 2015 -2.
Section 7. Effective Date. This Ordinance shall take effect and shall be in force thirty (30)
days after the date of its adoption, at which time Revised Exhibit B will include Exhibit B to
Ordinance No. 2016 -1359 and Section 2 of Ordinance No. 2016 -1359 will be amended as
described herein.
Passed and Adopted on this 14th day of July of 2020 by the following vote:
ATTEST:
Brian Tisdale, Mayor
APPROVED AS TO FORM:
Candice Alvarez, MMC Barbara Liebold
City Clerk City Attorney
Ordinance No. 2020 -
Page 4 of 21
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.
CITY OF LAKE ELSINORE )
I, Candice Alvarez, MMC, City Clerk of the City of Lake Elsinore, California, do hereby certify
that Ordinance No. 2020- was introduced at the regular City Council meeting of June 23,
2020, and adopted at the regular meeting of July 14, 2020, by the following roll call vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
Candice Alvarez, MMC
City Clerk
EXHIBIT A
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.
"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.
"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.
"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.
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 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:
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 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;
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
Requirement after the first two steps has been completed
shall be levied Proportionately on all Assessor's Parcels
such Tax Zone up to 100% of the Maximum Special Tax
Property.
E. FUTURE ANNEXATIONS
the Contingent Special Tax B
the Special Tax B (Contingent)
of Undeveloped Property within
B (Contingent) for Undeveloped
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.
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 2020 -21. These services are being funded by the levy of
Special Tax A for Community Facilities District No. 2015 -2.
TAX ZONE 11
TRACT NO. 32129 & 30698
Item
Description
Estimated Cost
1
Streetlights
$10,296
2
Streets
$25,435
3
Parks
$42,618
4
Graffiti
$666
5
Reserves
$5,489
6
Admin
$11,852
Total
$96,356
Special Tax B Contingent Services — The estimate in the table below breaks down the costs
of providing one year's contingent services for Fiscal Year 2020 -21. If necessary, these services
will be funded by the levy of Special Tax B (Contingent) for Community Facilities District No.
2017 -1 Tax Zone 11.
TAX ZONE 11 (CONTINGENT SERVICES)
TRACT NO. 32129 & 30698
Item
Description
Estimated Cost
1
Drainage
$9,768
Total
$69
$9,768
TAX ZONE 11
FY 2020 -21 MAXIMUM SPECIAL TAX RATES
DEVELOPED PROPERTY AND APPROVED PROPERTY
Land Use
Category
Taxable
Unit
Maximum
Special Tax A
Maximum
Special Tax B
Single Family Residential
RU
Acre
$541
$69
Non - Residential Property
$3,212
$407
TAX ZONE 11
FY 2020 -21 MAXIMUM SPECIAL TAX RATES
UNDEVELOPED PROPERTY
Taxable
Unit
Maximum
Special Tax A
Maximum
Special Tax B
Acre
$3,212
$407
TAX ZONE SUMMARY
ESCALATION OF MAXIMUM SPECIAL TAXES
On each July 1, commencing on July 1, 2016 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.
Ta
Tract
Fiscal
Maximu
Maximu
Annexati
x
APN
Year
m Special
m Special
Subdivider
Original
1
LLA- 2014 -2743
2015 -16
$121 /Acre
$0 / Acre
Tractor Supply
1
2
36682
2016 -17
$354 / RU
$102 / RU
Pardee Homes
2
3
PM 29996
2017 -18
$951 / Acre
$165/
Pasadena Industrial Park,
Acre
LLC
3
4
PM 36551
2017 -18
$2,671/
$201/
ARI Chaney Street, LLC
Acre
Acre
4
5
TR 32996
2017 -18
$378 / RU
$321 / RU
LE Cottage Lane, LLC
5
6
365- 030 -001
2018 -19
$1,004/
$0 /Acre
Lake Elsinore CCR, LLC
Acre
6
7
TR 33267
2019 -20
$350 / RU
$56 / RU
Pardee Homes
7
8
PM 37284
2019 -20
$1,953/
$0 /Acre
Central Plaza
Acre
8
9
TR 37305
2019 -20
$951 / RU
$384 / RU
Nichols Rd Partners, LLC
8
10
TR 37305; Lot
2019 -20
$2,600/
$0 /Acre
Nichols Rd Partners, LLC
169
Acre
Donald S. Clurman &
9
11
TR 32129 &
2020 -21
$541 / RU
$69 / RU
Three Strands Properties,
30698
LLC & Spectrum
Communities, LLC
ESCALATION OF MAXIMUM SPECIAL TAXES
On each July 1, commencing on July 1, 2016 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.
/_1:J :J =1ki 107kA:3
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.
APPENDIX C
CITY OF LAKE ELSINORE
COMMUNITY FACILITIES DISTRICT NO. 2015 -2 (MAINTENANCE SERVICES)
PROPOSED BOUNDARIES AND POTENTIAL ANNEXATION AREA BOUNDARIES
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EXHIBIT B
COMMUNITY FACILITIES DISTRICT NO. 2015 -2 (MAINTENANCE SERVICES)
SPECIAL TAX FISCAL YEAR 2020 -21
(Effective as of June 23, 2020)
ASSESSOR'S PARCEL NUMBERS
Annexation
Zone
Owner
Assessor's Parcel Numbers
Original
1
Tractor Supply
377 - 120 -068
1
2
Pardee Homes
See Below
2
3
Pasadena Industrial Park, LLC
377 - 120 -032, -043 thru -047, -069,
358710016
358710017
358710018
and -071
3
4
ARI Chaney Street, LLC
377 - 140 -032, -033, and -034
4
5
LE Cottage Lane, LLC
See Next Page
5
6
Lake Elsinore CCR, LLC
365- 030 -001
6
7
Pardee Home
379 - 050 -034
7
8
Central Plaza
377 - 081 -004 thru -009
358710040
358710041
358711001
389 - 200 -038 (por.),
8
9
Nichols Rd Partners, LLC
389 - 210 -008 (por.), 389 - 210 -032,
358711007
358712001
358712002
389 - 210 -034, and 389 - 210 -036 por.
358712004
358712005
358712006
389 - 200 -038 (por.),
8
10
Nichols Rd Partners, LLC
389 - 210 -008 (por.), and
358712012
358712013
358712014
389 - 210 -036 por.
358712016
358712017
Donald S. Clurman &
358712019
9
11
Three Strands Properties, LLC &
See Next Page
358712024
358712025
Spectrum Communities, LLC
ANNEXATION NO. 1
ASSESSOR'S PARCEL NUMBERS
Assessor's Parcel Numbers
358710001
358710002
358710003
358710004
358710005
358710006
358710007
358710008
358710009
358710010
358710011
358710012
358710013
358710014
358710015
358710016
358710017
358710018
358710019
358710020
358710021
358710022
358710023
358710024
358710025
358710026
358710027
358710028
358710029
358710030
358710031
358710032
358710033
358710034
358710035
358710036
358710037
358710038
358710039
358710040
358710041
358711001
358711002
358711003
358711004
358711005
358711006
358711007
358712001
358712002
358712003
358712004
358712005
358712006
358712007
358712008
358712009
358712010
358712011
358712012
358712013
358712014
358712015
358712016
358712017
358712018
358712019
358712020
358712021
358712022
358712023
358712024
358712025
358712026
EXHIBIT B (cont.)
COMMUNITY FACILITIES DISTRICT NO. 2015 -2 (MAINTENANCE SERVICES)
ANNEXATION NO. 4
ASSESSOR'S PARCEL NUMBERS
Assessor's Parcel Numbers
379490004
379490005
379490006
379490007
379490008
379490009
379490010
379491001
379491002
379491003
379491004
379491005
379491006
379491007
379491008
379491009
379491010
379491011
379491012
379491013
379491014
379491015
379491016
379491017
379491018
379491019
379491020
379491021
379491022
379491023
379491024
379491025
379491026
379491027
379491028
379491029
379491030
379491031
i 379491032
i 379491033
379491034
379491035
379491036
379491037
379491038
ANNEXATION NO. 9
ASSESSOR'S PARCEL NUMBERS
Assessor's Parcel Numbers
347110021
347580007
347580001
347580002
347580003
347580004
347580005
347580006
347581001
347581002
347581003
347581004
347581005
347581006
347581007
347581008
347582001
347582002
347582003
347582004
347582005
347582006
347582007
347582008
347582009
347580010
347582023
347582019
347582018
347582017
347582016
347582015
347582014
347582013
347582012
347582021
347560012
347560013
347560014
347560015
347560016
347560017
347560018
347560019
347560043
347560020
347560021
347560022
347560023
347560024
347560025
347560026
347560027
347560028
347560044
347560029
347560030
347560031
347560032
347560033
347560034
347560035
347560036
347560037
347560038
347560039
347560040
347560041
347560042
347560001
347560002
347560003
347560004
347560005
347560006
347560007
347560008
347560009
347560010
347560011
347570001
347570002
347570003
347570004
347570005
347570006
347570007
347570008
347570009
347570010
347570011
347570012
347570013
347570014
347561001
347561002
347561003
347561004
347561005
347561006
347561007
347561008
347561009
347561010
347561011
347561012
347561013
347561014
347561015
347561016
347561017
347561018
347570015
347570016
347570017
347570018
347570019
347570020
347570021
347570022
347571001
347571002
347571003
347571004
347571005
347571006
347571007
347571008
347571009
347571010
347571011
347571012
347571013
347571014
347571015
347571016
347571017
347571018
347571019
347571020
347571021
347571022
347571023
347571024
347571025
347571026
347571027
347571028
347571029
347562001
347562002
347562003
347562004
347562005
347562006
347562007
347562008
347562009
347562010
347562011
347562012
347562013
347562014
347562015
347562016
347562017
PROJECT MAP
CFD NO. 2015 -2 (MAINTENANCE SERVICES)
ANNEXATION NO. 9
CITY OF
LAKE �LSIlYOIZE
DREAM EXTREME SPICER CONSULTING
G R O U P