HomeMy WebLinkAboutItem No. 07 - CFD 2015-2 (Maintenance Services) TR 28214-9 (Alberhill) Annexation 207)Annexation No. 20 into Community Facilities District No. 2015-2 (Maintenance
Services) for TR28214-9 (Alberhill)
Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,
CALIFORNIA, 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.
20) AND AUTHORIZING THE LEVY OF A SPECIAL TAXES THEREIN.
Page 1 of 2
REPORT TO CITY COUNCIL
To:Honorable Mayor and Members of the City Council
From:Jason Simpson, City Manager
Prepared by:Shannon Buckley, Assistant City Manager
Date:October 24, 2023
Subject:Annexation No. 20 into Community Facilities District No. 2015-2
(Maintenance Services) for TR28214-9 (Alberhill)
Recommendation
Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,
CALIFORNIA, 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. 20)
AND AUTHORIZING THE LEVY OF A SPECIAL TAXES THEREIN.
Background
On September 22, 2015, the City Council approved Resolution No. 2015-078 establishing
Community Facilities District No. 2015-2 (Maintenance Services) of the City of Lake Elsinore (the
"CFD No. 2015-2" or "District") for the purpose of levying special taxes on parcels of taxable
property to provide certain services which are necessary to meet increased demands placed upon
the City.
Pulte Home Company, LLC (the “Owner”), owns 112 gross acres of a vacant residential lot within
the City. The Owner has requested that the City 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 landscaping,
street maintenance, drainage, parks, and graffiti abatement.
The landowner has advised the City that the area described in Attachment “2” of the Resolution
of Intention to be annexed into CFD No. 2015-2 and that a Rate and Method of Apportionment of
the special taxes to be levied as described in Exhibit “C”.
The original area proposed within Annexation No. 20 will encompass 344 detached single-family
residential lots. The territory proposed to be annexed into CFD No. 2015-2 will be included in Tax
Zone 23. The property is located west of Terra Cotta Road, east of Lake Street, and south of
Nichols Road, in the northern part of the City. The proposed total maximum tax rate is $647 per
CFD 2015-2 Annex 20
Page 2 of 2
unit per year for Special Tax A and $19 per unit per year 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%. See Exhibit B for a maintenance exhibit illustrating which services are being maintained by
the CFD.
Discussion
The Owner has 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 next
step to annex the property to CFD No. 2015-2 is to publish a notification of the proposed district
along with the "Resolution of Intention" and Boundary Map of the proposed Annexation area. A
public hearing on the matter will take place on December 12, 2023, and at that time the Council
will formally consider approval of Annexation No. 20.
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 Zones. Once developed, the Special Tax A
for Tax Zone 23 will generate $222,371 for maintenance services.
Attachments
Attachment 1 – Project Map
Attachment 2 – Resolution of Intention
Exhibits A-G
Attachment 3 - Maintenance Exhibit
LA
S
H
AVE
R U N NI NG D EER RD
ALBERHILL RANCHRDTERRACOTTARDLAKE S H O R E
DR
LINCOLN
ST
H O F F AVE
SUNSW EPT DRB R O M L E Y AVEGUNDERAVEPALM VIEWLAKESTVISTAVIEW
COLLIER
AVE
ORION ST
NICHOLASRD
§¨¦15
^_
LAKESHOREDR 3RDS T
N IC HOLS RD
MCVICKERCANYONPARKRD
MAINSTLASH
S
T
RIVERSIDE DRGUN NERSONSTROLANDO RDOHIO STAMBER LNPASADENA ST
SKYLINEDRLAKEST§¨¦15
·|}þ74
CFD NO. 2015-2ANNEXATION NO. 20
PROJECT MAP
RESOLUTION NO. 2023-____
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. 20) AND AUTHORIZING THE LEVY OF A SPECIAL TAXES
THEREIN
Whereas, on September 22, 2015, the City Council (the “City Council”) of the City of Lake Elsinore
(the “City”) approved Resolution No. 2015-078 establishing Community Facilities District No. 2015-
2 (Maintenance Services) of the City of Lake Elsinore, County of Riverside, State of California,
defined 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; and
Whereas, the City Council has received a written instrument from the landowner in the CFD No.
2015-2 to initiate and conduct proceedings pursuant to the Act, to annex territory to CFD No. 2015-2
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; and
Whereas, the City Council has been advised that certain property owners have requested that the
area shown in Exhibit D be annexed territory to the boundaries of CFD No. 2015-2, that a rate and
method of apportionment of the special tax to be levied therein be established;
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. Intent to Annex. The City Council hereby declares that it proposes and intends to
conduct proceedings pursuant to Article 3.5 for the annexation to the Community Facilities District
of the territory described in Exhibit A attached hereto. The City Council determines that the public
convenience and necessity require that such territory be annexed to the Community Facilities
District.
Section 2.Name of the Community Facilities District. The name of the existing community
facilities district is known as “Community Facilities District No. 2015-2 (Maintenance Services)”.
Section 3.Description of Territory Proposed to be Annexed, Annexation Map. The territory
proposed to be annexed are included within the boundaries within which property may annex to
CFD No. 2015-2 and are more particularly described and shown on that certain map entitled
“Boundaries – Potential Annexation Area Community Facilities District No. 2015-2 (Maintenance
Services) of the 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, Page 74,
and as Instrument No. 2015-0369598 in the official records of the County of Riverside. The territory
proposed to be annexed to the CFD No. 2015-2 is described in Exhibit A attached hereto and by
this reference made a part hereof. Such territory is also shown and described on the map thereof
entitled "Annexation Map No. 20, Community Facilities District No. 2015-2 (Maintenance Services),
CC Res. No. 2023-_____
Page 2 of 3
City of Lake Elsinore, County of Riverside, State of California," which is on file with the City Clerk
(the "Annexation Map") and attached hereto as Exhibit D.
Section 4.Description of Authorized Services. The services proposed to be financed by CFD
No. 2015-2 (the “Services”) are described in Exhibit B attached hereto. The cost of providing the
Services includes “incidental expenses,” which include costs associated of CFD No. 2015-2,
determination of the amount of special taxes, collection or payment of special taxes, or costs
otherwise incurred in order to carry out the authorized purposes of CFD No. 2015-2. The Services
authorized to be financed by CFD No. 2015-2 are in addition to those currently provided in the
territory of CFD No. 2015-2 and do not supplant services already available within that territory.
Section 5. Levy of Special Taxes. Except where funds are otherwise available, a special tax
sufficient to pay the costs of the Services (including incidental expenses), secured by recordation
of a continuing lien against all nonexempt real property in CFD No. 2015-2, will be levied annually
within CFD No. 2015-2. The Rate and Method of Apportionment, and manner of collection of the
special tax are specified in Exhibit C.
Section 6. Adoption of Annexation Map. Pursuant to Section 3110.5 of the Streets and
Highways Code, the City Council adopts the Annexation Map as the map of the area proposed to
be annexed to the CFD No. 2015-2. Pursuant to Section 3111 of said Code, the City Clerk shall
file the original of the Annexation map in his office and shall file a copy of the Annexation Map with
the County Recorder of the County of Riverside no later than 15 days prior to the date of the hearing
specified in Section 7 hereof.
Section 7. Public Hearing. The City Council hereby fixes 7:00 p.m., or as soon thereafter as
practicable, on Tuesday, December 12, 2023, in the City Council Chambers located at 183 N Main
St., Lake Elsinore, California 92530, as the time and place when and where the City Council will
conduct a public hearing on the proposed annexation of the said territory to the CFD No. 2015-2.
Section 8. Notice of Public Hearing. The City Clerk is hereby directed to publish, or cause to
be published, a notice of said public hearing, in substantially the form attached hereto as Exhibit F,
one time in a newspaper of general circulation published in the area of CFD No. 2015-2. The
publication of said notice shall be completed at least seven days prior to the date herein fixed for
said hearing. Said notice shall contain the information prescribed by Section 53322 of the Act.
Section 9. Mailing Ballots. In anticipation of its action on Tuesday, December 12, 2023 to call
the election on the annexation for the same date, pursuant to waiver of election time limits from the
landowners, the City Council hereby authorizes the City Clerk to mail to each landowner in the
territory proposed to be annexed to the CFD No. 2015-2 a ballot in substantially the form set forth
in Exhibit G hereto. A copy of the waiver and consent form signed by the property owner is attached
hereto as Exhibit E and incorporated herein by this reference.
CC Res. No. 2023-_____
Page 3 of 3
PASSED and ADOPTED at a regular meeting of the City Council of the City of Lake Elsinore,
California, this 24th day of October 2023.
_____________________________
Natasha Johnson, Mayor
ATTEST:
_____________________________
Candice Alvarez, MMC, City Clerk
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. 2023-___ was adopted by the City Council of the City of Lake Elsinore, California,
at the Regular meeting of October 24, 2023, and that the same was adopted by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
_____________________________
Candice Alvarez, MMC, City Clerk
EXHIBIT A
DESCRIPTION OF PROPOSED TERRITORY TO BE ANNEXED
The City of Lake Elsinore Community Facilities District No. 2015-2 (Maintenance Services) (the “CFD No. 2015-
2”) Annexation No. 20 is currently comprised of 379 parcels, located within the city boundaries. The property
is identified by the following Riverside County Assessor's Parcel Numbers (APNs).
TAX ZONE 23
APN Owners Name
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
389-090-032
389-090-033
389-090-034
389-090-035
389-790-000
389-790-001
389-790-002
389-790-003
389-790-004
389-790-005
389-790-006
389-790-007
389-790-008
389-790-009
389-790-010
389-790-011
389-790-012
389-790-013
389-790-014
389-790-015
389-790-016
389-790-017
389-790-018
389-790-019
389-790-020
389-790-021
389-790-022
389-790-023
389-790-024
389-790-025
389-790-026
389-790-027
389-790-028
389-790-029
389-790-030
389-790-031
389-790-032
389-790-033
389-790-034
389-790-035
389-790-036
389-790-037
APN Owners Name
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
389-790-038
389-790-039
389-790-040
389-790-041
389-790-042
389-790-044
389-790-045
389-790-046
389-790-047
389-790-048
389-800-001
389-800-002
389-800-003
389-800-004
389-800-005
389-800-006
389-800-007
389-800-008
389-800-009
389-800-010
389-800-011
389-800-012
389-800-013
389-800-014
389-800-015
389-800-016
389-800-017
389-800-018
389-800-019
389-800-020
389-800-021
389-800-022
389-800-023
389-800-024
389-801-001
389-801-002
389-801-003
389-801-004
389-801-005
389-801-006
389-801-007
389-801-008
389-801-009
389-801-010
389-801-011
389-801-012
389-801-013
389-801-014
389-801-015
389-801-016
APN Owners Name
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
389-801-017
389-801-018
389-801-019
389-801-020
389-801-021
389-801-022
389-801-023
389-801-024
389-801-025
389-801-026
389-801-027
389-801-028
389-801-029
389-801-030
389-801-031
389-802-001
389-802-002
389-802-003
389-802-004
389-802-005
389-802-006
389-802-007
389-802-008
389-802-009
389-802-010
389-802-011
389-802-012
389-802-013
389-802-014
389-802-015
389-802-016
389-802-017
389-802-018
389-802-019
389-802-020
389-810-001
389-810-002
389-810-003
389-810-004
389-810-005
389-810-006
389-810-007
389-810-008
389-810-009
389-810-010
389-810-011
389-810-012
389-810-013
389-810-014
389-810-015
APN Owners Name
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
389-810-016
389-810-017
389-810-018
389-810-019
389-810-020
389-810-021
389-810-022
389-810-023
389-810-024
389-810-025
389-810-026
389-810-027
389-810-028
389-810-029
389-810-030
389-810-031
389-810-032
389-810-033
389-810-034
389-810-035
389-811-001
389-811-002
389-811-003
389-811-004
389-811-005
389-811-006
389-811-007
389-811-008
389-811-009
389-811-010
389-811-011
389-812-001
389-812-002
389-812-003
389-812-004
389-812-005
389-812-006
389-812-007
389-812-008
389-812-009
389-812-010
389-812-011
389-812-012
389-812-013
389-812-014
389-812-015
389-812-016
389-812-017
389-820-001
389-820-002
APN Owners Name
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
389-820-003
389-820-004
389-820-005
389-820-006
389-820-007
389-821-001
389-821-002
389-821-003
389-821-004
389-821-005
389-821-006
389-822-001
389-822-002
389-822-003
389-822-004
389-822-005
389-822-006
389-822-007
389-822-008
389-822-009
389-822-010
389-822-011
389-822-012
389-822-013
389-822-014
389-822-015
389-822-016
389-822-017
389-822-018
389-822-019
389-822-020
389-822-021
389-822-022
389-822-023
389-822-024
389-822-025
389-822-026
389-822-027
389-822-028
389-822-029
389-822-030
389-822-031
389-822-032
389-822-033
389-822-034
389-822-035
389-822-036
389-822-037
389-823-001
389-823-002
APN Owners Name
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
389-823-003
389-823-004
389-823-005
389-823-006
389-823-007
389-823-008
389-830-001
389-830-002
389-830-003
389-830-004
389-830-005
389-830-006
389-830-007
389-830-008
389-830-009
389-830-010
389-830-011
389-830-012
389-830-013
389-830-014
389-830-015
389-830-016
389-830-017
389-830-018
389-830-019
389-830-020
389-830-021
389-830-022
389-831-001
389-831-002
389-831-003
389-831-004
389-831-005
389-831-006
389-831-007
389-831-008
389-831-009
389-831-010
389-831-011
389-831-012
389-831-013
389-831-014
389-831-015
389-831-016
389-831-017
389-831-018
389-831-019
389-831-020
389-832-001
389-832-002
APN Owners Name
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
389-832-003
389-832-004
389-832-005
389-832-006
389-832-007
389-832-008
389-832-009
389-832-010
389-832-011
389-840-001
389-840-002
389-840-003
389-840-004
389-840-005
389-840-006
389-840-007
389-840-008
389-840-009
389-840-010
389-840-011
389-840-012
389-840-013
389-840-014
389-840-015
389-840-016
389-840-017
389-840-018
389-840-019
389-840-020
389-840-021
389-840-022
389-840-023
389-840-024
389-841-001
389-841-002
389-841-003
389-841-004
389-841-005
389-841-006
389-841-007
389-841-008
389-841-009
389-841-010
389-841-011
389-841-012
389-841-013
389-841-014
389-841-015
389-841-016
389-841-017
APN Owners Name
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
Pulte Home Co.
389-841-018
389-841-019
389-841-020
389-841-021
389-841-022
389-841-023
389-841-024
389-841-025
389-841-026
389-841-027
389-841-028
389-841-029
389-841-030
389-841-031
389-841-032
389-841-033
389-841-034
389-841-035
389-841-036
389-841-037
389-841-038
389-841-039
389-841-040
389-841-041
389-841-042
389-841-043
389-841-044
389-841-045
389-841-046
389-841-047
389-841-048
389-841-049
389-841-050
389-841-051
389-841-052
389-841-053
389-841-054
EXHIBIT B
DESCRIPTION OF AUTHORIZED SERVICES
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 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.
EXHIBIT C
RATE AND METHOD OF APPORTIONMENT
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 1
Community Facilities District No. 2015-2 (Maintenance Services)
“Building Square Footage” or “BSF” means the floor area square footage reflected on the original
construction building permit issued for construction of a building of Non-Residential Property and any
Building Square Footage subsequently added to a building of such Taxable Property after issuance of
a building permit for expansion or renovation of such building.
“Calendar Year” means the period commencing January 1 of any year and ending the following
December 31.
“CFD” or “CFD No. 2015-2” means the City of Lake Elsinore Community Facilities District No. 2015-2
(Maintenance Services).
“City” has the meaning set forth in the preamble.
“Contingent Special Tax B Requirement” means that amount required in any Fiscal Year, if the POA
is unable to maintain the Service(s) to: (i) pay the costs of Services incurred or otherwise payable in
the Calendar Year commencing in such Fiscal Year; (ii) fund an operating reserve for the costs
of Services as determined by the Administrator; less a credit for funds available to reduce the annual
Special Tax B (Contingent) levy as determined by the Administrator.
“County” means the County of Riverside.
“Developed Property” means all Assessor’s Parcels of Taxable Property for which a building permit
for new construction has been issued on or prior to March 1 preceding the Fiscal Year in which the
Special Tax is being levied.
“Exempt Property” means all Assessors’ Parcels designated as being exempt from the Special Tax as
provided for in Section G.
“Final Map” means a subdivision of property by recordation of a final map, parcel map, or lot line
adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq.)
or recordation of a condominium plan pursuant to California Civil Code 1352 that creates individual
lots for which building permits may be issued without further subdivision.
“Fiscal Year” means the period from and including July 1st of any year to and including the following
June 30th.
“Land Use Category” or “LUC” means any of the categories contained in Section B hereof to which an
Assessor’s Parcel is assigned consistent with the land use approvals that have been received or
proposed for the Assessor’s Parcel as of March 1 preceding the Fiscal Year in which the Special Tax is
being levied.
“Maximum Special Tax” means either Maximum Special Tax A and/or Maximum Special Tax B
(Contingent), as applicable.
“Maximum Special Tax A” means the Maximum Special Tax A, as determined in accordance with
Section C below that can be levied in any Fiscal Year on any Assessor's Parcel of Taxable Property
within CFD No. 2015-2.
City of Lake Elsinore 2
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 3
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
1
Taxable
Unit
Acre
Maximum
Special Tax A
$121
Tract
LLA-2014-2743
Land Use Category
Non-Residential Property
(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:
City of Lake Elsinore 5
Community Facilities District No. 2015-2 (Maintenance Services)
TABLE 2
MAXIMUM SPECIAL TAX A RATES
APPROVED PROPERTY
Tax
Zone
1
Taxable
Unit
Acre
Maximum
Special Tax A
$121
Tract
LLA-2014-2743
Land Use Category
Non-Residential Property
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
1
Taxable
Unit
Acre
Maximum Special
Tax B (Contingent)
$0
Tract
LLA-2014-2743
Land Use Category
Non-Residential Property
City of Lake Elsinore
Community Facilities District No. 2015-2 (Maintenance Services)
6
(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
1
Taxable
Unit
Acre
Maximum Special
Tax B (Contingent)
$0
Tract
LLA-2014-2743
Land Use Category
Non-Residential Property
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 7
Community Facilities District No. 2015-2 (Maintenance Services)
TABLE 6
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
UNDEVELOPED PROPERTY
Tax Zone Maximum Special
Tax B (Contingent)Tracts Taxable Unit
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 9
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 2023-24. These services are being funded by the levy of Special Tax A for Community
Facilities District No. 2015-2.
TAX ZONE 23
TR 28214-9
Item
1
Description
Landscaping
Estimated Cost
$10,088
2
3
4
5
6
Streets
Drainage
Parks
Graffiti
Reserves
Admin
$105,608
$12,882
$52,426
$1,545
$12,290
$27,532
$222,371
7
Total
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 2023-24 If necessary, these services will be funded by the
levy of Special Tax B (Contingent) for Community Facilities District No. 2015-2 Tax Zone 23.
TAX ZONE 23 (CONTINGENT SERVICES)
TR 28214-9
Item
1
2
Description
Drainage
Reserves
Admin
Estimated Cost
$5,228
$523
$9343
Total $6,685
TAX ZONE 23
FY 2023-24 MAXIMUM SPECIAL TAX RATES
DEVELOPED PROPERTY AND APPROVED PROPERTY
Land Use
Category
Single Family Residential
Non-Residential Property
Taxable
Unit
RU
Acre
Maximum
Special Tax A
$647
Maximum
Special Tax B
$19
$88$2,928
City of Lake Elsinore
Community Facilities District No. 2015-2 (Maintenance Services)
10
TAX ZONE 23
FY 2023-24 MAXIMUM SPECIAL TAX RATES
UNDEVELOPED PROPERTY
Taxable
Unit
Acre
Maximum
Special Tax A
$2,928
Maximum
Special Tax B
$88
City of Lake Elsinore
Community Facilities District No. 2015-2 (Maintenance Services)
11
TAX ZONE SUMMARY
Tax
Zone
1
2
Tract
APN
LLA-2014-2743
36682
Fiscal
Year
Maximum
Special Tax A
$121 / Acre
$354 / RU
Maximum
Special Tax B
$0 / Acre
$102 / RU
Annexation
Original
Subdivider
Tractor Supply2015-16
2016-17
2017-18
2017-18
2017-18
2018-19
2019-20
2019-20
2019-20
2019-20
1
2
3
4
5
6
7
8
8
Pardee Homes
3 PM 29996 $951 / Acre
$2,671 / Acre
$378 / RU
$165 / Acre
$201 / Acre
$321 / RU
$0 / Acre
$56 / RU
Pasadena Industrial Park, LLC
ARI Chaney Street, LLC
LE Cottage Lane, LLC
Lake Elsinore CCR, LLC
Pardee Homes
4 PM 36551
5 TR 32996
6 365-030-001
TR 33267
$1,004/ Acre
$350 / RU7
8 PM 37284 $1,953 / Acre
$951 / RU
$0 / Acre
$384 / RU
$0 / Acre
Central Plaza
9 TR 37305 Nichols Rd Partners, LLC
Nichols Rd Partners, LLC10TR 37305; Lot 169 $2,600 / Acre
Donald S. Clurman &
Three Strands Properties, LLC &
Spectrum Communities, LLC
9 11 TR 32129 & 30698 2020-21 $541 / RU $69 / RU
10
11
12
12
12
13
14
15
TR 33370
PM 37534
TR 33725
TR 25475
2021-22
2021-22
2021-22
2021-22
$294 / RU
$1,113 / Acre
$749 / RU
$30 / RU
$0 / Acre
$87 / RU
$62 / RU
JLJ. LLC
SRZ Yuma, LLC
SPT-AREP III Tuscany Associates
SPT-AREP III Tuscany Associates$594 / RU
Wal-Mart Real Estate Business
Trust1316LLA 2019-007 2021-22 $407 / Acre $0 / Acre
14
15
16
17
18
19
TR 38008
TPM 37751
PM 37710
2021-22
2021-22
2021-22
$366 / RU
$2,188 / Acre
$1,034 / Acre
$123 / RU
$2,540 / Acre
$0 / Acre
Tri Pointe Homes IE-SD, Inc.
Boos-Up Lake Elsinore
Pennington Industrial, LLC
Lake Elsinore Lakeshore, LLC and
Erin Crowder1720TR 37280 2022-23 $323 / RU $5 / RU
18
19
20
21
21
22
23
24
TR 38116
TR 38378
2022-23
2023-24
2023-24
2023-24
$387 / RU
$358 / RU
$647 / RU
$739 / Acre
$82 / RU
$7 / RU
Tri Pointe Homes IE-SD, Inc.
Vista Emerald, LLC
TR 28214-9 $19 / RU
$278 / Acre
Pulte Home Co.
BLD-2023-0026B Lake Street Properties, LP
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.
City of Lake Elsinore 12
Community Facilities District No. 2015-2 (Maintenance Services)
APPENDIX B
CITY OF LAKE ELSINORE
COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES)
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2015-2, as provided by
Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing
and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-ways,
public landscaping, public open spaces and other similar landscaped areas officially dedicated for public
use. These services including the following:
(a)maintenance and lighting of parks, parkways, streets, roads and open space, which
maintenance and lighting services may include, without limitation, furnishing of electrical power to street
lights 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 13
Community Facilities District No. 2015-2 (Maintenance Services)
APPENDIX C
CITY OF LAKE ELSINORE
COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES)
PROPOSED BOUNDARIES AND POTENTIAL ANNEXATION AREA BOUNDARIES
City of Lake Elsinore
Community Facilities District No. 2015-2 (Maintenance Services)
14
EXHIBIT D
ANNEXATION AND POTENTIAL ANNEXATION BOUNDARY MAPS
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.
SHEET 1 OF 2 SHEETSANNEXATION MAP NO. 20
COMMUNITY FACILITIES DISTRICT NO. 2015-2
(MAINTENANCE SERVICES)
CITY OF LAKE ELSINORE,
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
RECORDED THIS ____ DAY OF _______________, 20____ AT
THE HOUR OF ____ O'CLOCK __M IN BOOK _____
PAGE _____ OF MAPS OF ASSESSMENT AND COMMUNITY
FACILITIES DISTRICTS IN THE OFFICE OF THE COUNTY
RECORDER, IN THE COUNTY OF RIVERSIDE, STATE OF
CALIFORNIA.
THE
DISTRICT ARE SHOWN AND DESCRIBED ON THE MAP
THEREOF WHICH WAS PREVIOUSLY RECORDED ON
BOUNDARIES OF WHICH COMMUNITY FACILITIES
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.
FEE: _____________
PETER ALDANA, ASSESSOR, COUNTY CLERK, RECORDER
NO.: ______________________
BY: _______________________________
DEPUTY10I 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 ______ DAY OF ______, 20____,
BY RESOLUTION NO. _______________
98
7 11
12613
14
15
16
31
30
29
5
22
21 32
17 28 33
34
35
36
20 40
39
38
37
51 52
4818 2719
24 25 26 41
42 4323
5049 44168
172
163 45___________________________________
CITY CLERK
CITY OF LAKE ELSINORE
157 46131156
155
47
190 135 129
128 53
54
55
56
57
58
59
154174153 161
152 117
116
115
114
113
176
177
178
179
FILED IN THE OFFICE OF THE CITY CLERK, CITY OF LAKE 136 126 125151
150
137ELSINORE THIS ______DAY OF ______,20___.124
123
122
121
1138
139
140
149
148
91
9290
180
181
182
183
112
111
76
60
61
147
146
145
144
93
94141
142
89
88
87
120 110___________________________________
CITY CLERK
CITY OF LAKE ELSINORE
119
11895
96
109
108
127
62
63
64
65
184 106
185
186
86
85
84
97 1
160 105 83
104 82
103 81
197 98187
188 66
67
68
69
99
100
189
2 102 80
79
101
238 77 78 70
270 23 71
72
73
þ
74
237 74271252
253
254
255
256
§¦
215
75287
CFD 2015-2 286
285TAX ZONE 23 _239
204
205
206
207
284
283
282 LEGEND§¦
15
203
202
201
200
199
257
258
301 259
260
261LAKE ELSINORE ANNEXATION AREA BOUNDARY
PARCEL LINE
295
294
262
263
264
198 240
323
322
337
338þ
74
368
367
339
340
321 CITY BOUNDARY
320
319 341 366
318 342
343
XXX-XXX-XXX ASSESSOR PARCEL NUMBER
TAX ZONE31732423
1
4 3
MAP REFERENCE NUMBER -312325THIS ANNEXATION MAP CORRECTLY SHOWS THE LOT OR
PARCEL OF LAND INCLUDED WITHIN THE BOUNDARIES OF
THE COMMUNITY FACILITIES DISTRICT. FOR DETAILS
CONCERNING THE LINES AND DIMENSIONS OF LOTS OR
PARCEL REFER TO THE COUNTY ASSESSOR MAPS FOR
FISCAL YEAR 2023-24.
SHEET 2 OF 2 SHEETSANNEXATION MAP NO. 20
COMMUNITY FACILITIES DISTRICT NO. 2015-2
(MAINTENANCE SERVICES)
CITY OF LAKE ELSINORE,
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
MAP REF. # APN MAP REF. # APN
389790039
MAP REF. # APN MAP REF. # APN
389810003
MAP REF. # APN
389811011
MAP REF. # APN
389822013
MAP REF. # APN
389830011
MAP REF. # APN
389840001
MAP REF. # APN
389841020138909003244
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
389801011 130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
2 389090033
389090034
389090035
389790000
389790001
389790002
389790003
389790004
389790005
389790006
389790007
389790008
389790009
389790010
389790011
389790012
389790013
389790014
389790015
389790016
389790017
389790018
389790019
389790020
389790021
389790022
389790023
389790024
389790025
389790026
389790027
389790028
389790029
389790030
389790031
389790032
389790033
389790034
389790035
389790036
389790037
389790038
389790040
389790041
389790042
389790044
389790045
389790046
389790047
389790048
389800001
389800002
389800003
389800004
389800005
389800006
389800007
389800008
389800009
389800010
389800011
389800012
389800013
389800014
389800015
389800016
389800017
389800018
389800019
389800020
389800021
389800022
389800023
389800024
389801001
389801002
389801003
389801004
389801005
389801006
389801007
389801008
389801009
389801010
389801012
389801013
389801014
389801015
389801016
389801017
389801018
389801019
389801020
389801021
389801022
389801023
389801024
389801025
389801026
389801027
389801028
389801029
389801030
389801031
389802001
389802002
389802003
389802004
389802005
389802006
389802007
389802008
389802009
389802010
389802011
389802012
389802013
389802014
389802015
389802016
389802017
389802018
389802019
389802020
389810001
389810002
389810004
389810005
389810006
389810007
389810008
389810009
389810010
389810011
389810012
389810013
389810014
389810015
389810016
389810017
389810018
389810019
389810020
389810021
389810022
389810023
389810024
389810025
389810026
389810027
389810028
389810029
389810030
389810031
389810032
389810033
389810034
389810035
389811001
389811002
389811003
389811004
389811005
389811006
389811007
389811008
389811009
389811010
389812001
389812002
389812003
389812004
389812005
389812006
389812007
389812008
389812009
389812010
389812011
389812012
389812013
389812014
389812015
389812016
389812017
389820001
389820002
389820003
389820004
389820005
389820006
389820007
389821001
389821002
389821003
389821004
389821005
389821006
389822001
389822002
389822003
389822004
389822005
389822006
389822007
389822008
389822009
389822010
389822011
389822012
389822014
389822015
389822016
389822017
389822018
389822019
389822020
389822021
389822022
389822023
389822024
389822025
389822026
389822027
389822028
389822029
389822030
389822031
389822032
389822033
389822034
389822035
389822036
389822037
389823001
389823002
389823003
389823004
389823005
389823006
389823007
389823008
389830001
389830002
389830003
389830004
389830005
389830006
389830007
389830008
389830009
389830010
389830012
389830013
389830014
389830015
389830016
389830017
389830018
389830019
389830020
389830021
389830022
389831001
389831002
389831003
389831004
389831005
389831006
389831007
389831008
389831009
389831010
389831011
389831012
389831013
389831014
389831015
389831016
389831017
389831018
389831019
389831020
389832001
389832002
389832003
389832004
389832005
389832006
389832007
389832008
389832009
389832010
389832011
389840002
389840003
389840004
389840005
389840006
389840007
389840008
389840009
389840010
389840011
389840012
389840013
389840014
389840015
389840016
389840017
389840018
389840019
389840020
389840021
389840022
389840023
389840024
389841001
389841002
389841003
389841004
389841005
389841006
389841007
389841008
389841009
389841010
389841011
389841012
389841013
389841014
389841015
389841016
389841017
389841018
389841019
389841021
389841022
389841023
389841024
389841025
389841026
389841027
389841028
389841029
389841030
389841031
389841032
389841033
389841034
389841035
389841036
389841037
389841038
389841039
389841040
389841041
389841042
389841043
389841044
389841045
389841046
389841047
389841048
389841049
389841050
389841051
389841052
389841053
389841054
3 89
4 90
5 91
6 92
7 93
8 94
9 95
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
EXHIBIT E
PETITION
EXHIBIT F
NOTICE OF PUBLIC HEARING
NOTICE OF PUBLIC HEARING ON INTENTION TO ANNEX TERRITORY TO AN
EXISTING COMMUNITY FACILITIES DISTRICT 2015-2 (MAINTENANCE SERVICES)
(ANNEXATION NO. 20)
NOTICE IS HEREBY GIVEN that the City Council of the City of Lake Elsinore on October 24, 2023 adopted
its Resolution No. 2023-___, in which it declared its intention to annex territory to existing Community
Facilities District No. 2015-2 (Maintenance Services) (the "CFD No. 2015-2"), and to levy a special tax to
pay for certain maintenance services, all pursuant to the provisions of the Mello-Roos Community Facilities
Act of 1982, Chapter 2.5, Part 1, Division 2, Title 5 of the California Government Code. The resolution
describes the territory to be annexed and describes the rate and method of apportionment of the proposed
special tax. No change in the tax levied in the existing CFD No. 2015-2 is proposed.
NOTICE IS HEREBY FURTHER GIVEN that the City Council has fixed 7:00 p.m., or as soon thereafter as
practicable, Tuesday, December 12, 2023 in the City Council Chambers located at 183 N Main St., Lake
Elsinore, California 92530, as the time and place when and where the City Council will conduct a public
hearing on the annexation of territory to CFD No. 2015-2. At the hearing, the testimony of all interest
persons for or against the annexation of the territory or the levying of the special taxes will be heard. If and
to the extent participation in the December 12, 2023 meeting must occur by teleconference,
videoconference, or other electronic means authorized by the Ralph M. Brown Act or an Executive Order
of the Governor of California, the means and methods for participating the meeting shall be posted on the
Agenda for said meeting, which shall be posted at least 72 hours prior to the meeting on the City of Lake
Elsinore (www.lake-elsinore.org), and outside of City Hall at 130 S. Main Street, Lake Elsinore, CA 92530.
A copy of the Agenda will be made available upon request to the Lake Elsinore City Clerk's office at 951-
674-3124; Ext. 262
DATED: ____________, 20____________________________________________
City Clerk of the City of Lake Elsinore
EXHIBIT G
BALLOT
SPECIAL TAX ELECTION
CITY OF LAKE ELSINORE
ANNEXATION OF TERRITORY TO
COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES)
ANNEXATION NO. 20
(December 12, 2023)
This ballot is for the use of the authorized representative of the following owner of land within
Annexation No. 20 of the Community Facilities District No. 2015-2 (Maintenance Services)
(“CFD No. 2015-2”) of the City of Lake Elsinore:
Number of Acres
Name of Landowner
Pulte Homes Company, LLC
Owned
112.48
Total Votes
113
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
November 28, 2023, 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 December 12,
2023, 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 December 12, 2023.
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:
Pulte Home Company, LLC
Attn: Darren Warren
27401 Los Altos, Suite 400
Mission Viejo, CA 92691
Assessor’s Parcel Number(s):
See Attached
ANNEXATION OF TERRITORY TO
COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES)
ANNEXATION NO. 20
AN “X” OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT
MARK “YES” OR “NO”
WITH AN “X”: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 October 24,
2023 (the “Resolution”), which is incorporated herein by this
reference, within the territory identified on the map entitled
“Annexation Map No. 20 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?
YES _________
NO _________
Certification for Special 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__.
Darren Warren
VP Land Acquisitions & Development
Signature
Print Name
Title
APN List
389-090-032 389-790-045 389-801-021 389-810-018 389-820-003 389-823-001 389-831-019 389-841-012
389-090-033 389-790-046 389-801-022 389-810-019 389-820-004 389-823-002 389-831-020 389-841-013
389-090-034 389-790-047 389-801-023 389-810-020 389-820-005 389-823-003 389-832-001 389-841-014
389-090-035 389-790-048 389-801-024 389-810-021 389-820-006 389-823-004 389-832-002 389-841-015
389-790-000 389-800-001 389-801-025 389-810-022 389-820-007 389-823-005 389-832-003 389-841-016
389-790-001 389-800-002 389-801-026 389-810-023 389-821-001 389-823-006 389-832-004 389-841-017
389-790-002 389-800-003 389-801-027 389-810-024 389-821-002 389-823-007 389-832-005 389-841-018
389-790-003 389-800-004 389-801-028 389-810-025 389-821-003 389-823-008 389-832-006 389-841-019
389-790-004 389-800-005 389-801-029 389-810-026 389-821-004 389-830-001 389-832-007 389-841-020
389-790-005 389-800-006 389-801-030 389-810-027 389-821-005 389-830-002 389-832-008 389-841-021
389-790-006 389-800-007 389-801-031 389-810-028 389-821-006 389-830-003 389-832-009 389-841-022
389-790-007 389-800-008 389-802-001 389-810-029 389-822-001 389-830-004 389-832-010 389-841-023
389-790-008 389-800-009 389-802-002 389-810-030 389-822-002 389-830-005 389-832-011 389-841-024
389-790-009 389-800-010 389-802-003 389-810-031 389-822-003 389-830-006 389-840-001 389-841-025
389-790-010 389-800-011 389-802-004 389-810-032 389-822-004 389-830-007 389-840-002 389-841-026
389-790-011 389-800-012 389-802-005 389-810-033 389-822-005 389-830-008 389-840-003 389-841-027
389-790-012 389-800-013 389-802-006 389-810-034 389-822-006 389-830-009 389-840-004 389-841-028
389-790-013 389-800-014 389-802-007 389-810-035 389-822-007 389-830-010 389-840-005 389-841-029
389-790-014 389-800-015 389-802-008 389-811-001 389-822-008 389-830-011 389-840-006 389-841-030
389-790-015 389-800-016 389-802-009 389-811-002 389-822-009 389-830-012 389-840-007 389-841-031
389-790-016 389-800-017 389-802-010 389-811-003 389-822-010 389-830-013 389-840-008 389-841-032
389-790-017 389-800-018 389-802-011 389-811-004 389-822-011 389-830-014 389-840-009 389-841-033
389-790-018 389-800-019 389-802-012 389-811-005 389-822-012 389-830-015 389-840-010 389-841-034
389-790-019 389-800-020 389-802-013 389-811-006 389-822-013 389-830-016 389-840-011 389-841-035
389-790-020 389-800-021 389-802-014 389-811-007 389-822-014 389-830-017 389-840-012 389-841-036
389-790-021 389-800-022 389-802-015 389-811-008 389-822-015 389-830-018 389-840-013 389-841-037
389-790-022 389-800-023 389-802-016 389-811-009 389-822-016 389-830-019 389-840-014 389-841-038
389-790-023 389-800-024 389-802-017 389-811-010 389-822-017 389-830-020 389-840-015 389-841-039
389-790-024 389-801-001 389-802-018 389-811-011 389-822-018 389-830-021 389-840-016 389-841-040
389-790-025 389-801-002 389-802-019 389-812-001 389-822-019 389-830-022 389-840-017 389-841-041
389-790-026 389-801-003 389-802-020 389-812-002 389-822-020 389-831-001 389-840-018 389-841-042
389-790-027 389-801-004 389-810-001 389-812-003 389-822-021 389-831-002 389-840-019 389-841-043
389-790-028 389-801-005 389-810-002 389-812-004 389-822-022 389-831-003 389-840-020 389-841-044
389-790-029 389-801-006 389-810-003 389-812-005 389-822-023 389-831-004 389-840-021 389-841-045
389-790-030 389-801-007 389-810-004 389-812-006 389-822-024 389-831-005 389-840-022 389-841-046
389-790-031 389-801-008 389-810-005 389-812-007 389-822-025 389-831-006 389-840-023 389-841-047
389-790-032 389-801-009 389-810-006 389-812-008 389-822-026 389-831-007 389-840-024 389-841-048
389-790-033 389-801-010 389-810-007 389-812-009 389-822-027 389-831-008 389-841-001 389-841-049
389-790-034 389-801-011 389-810-008 389-812-010 389-822-028 389-831-009 389-841-002 389-841-050
389-790-035 389-801-012 389-810-009 389-812-011 389-822-029 389-831-010 389-841-003 389-841-051
389-790-036 389-801-013 389-810-010 389-812-012 389-822-030 389-831-011 389-841-004 389-841-052
389-790-037 389-801-014 389-810-011 389-812-013 389-822-031 389-831-012 389-841-005 389-841-053
389-790-038 389-801-015 389-810-012 389-812-014 389-822-032 389-831-013 389-841-006 389-841-054
389-790-039 389-801-016 389-810-013 389-812-015 389-822-033 389-831-014 389-841-007
389-790-040 389-801-017 389-810-014 389-812-016 389-822-034 389-831-015 389-841-008
389-790-041 389-801-018 389-810-015 389-812-017 389-822-035 389-831-016 389-841-009
389-790-042 389-801-019 389-810-016 389-820-001 389-822-036 389-831-017 389-841-010
389-790-044 389-801-020 389-810-017 389-820-002 389-822-037 389-831-018 389-841-011
CFD 2015-2 MAINTENANCE EXHIBIT
ALBERHILL RANCH TR 28214-9
TRACT 28214-4
TRACT 2
8
2
1
4
-
5
TRACT 28214-5
TRACT 2
8
2
1
4
-
5
TRACT 28214-5
CFD 2015-2 MAINTENANCE EXHIBIT
ALBERHILL RANCH TR 28214-9
TRACT 28214-4
TRACT 2
8
2
1
4
-
5
TRACT 28214-5
TRACT 28214-4
TRACT 28214-4
TRACT 28214-2
TRACT 28214-3
TRACT 2
8
2
1
4
-
5
TRACT 28214-5