HomeMy WebLinkAboutCC Reso No 2006-205RESOLUTION NO. 2006-205
R~SOLUTION OF INTENTION OF THE CITY COUNCIL
OF THE CITY OF LAKE ELSINORE, CALIFORNIA, TO
ESTABLISH CITY OF LAKE ELSINORE COMMUNITY
FACILITIES DISTRICT NO. 2006-9 (TRIESTE)
WHEREAS, the City Council (the "Council") of the City of Lake Elsinore
(the "City") has received a petition (the "Petition") requesting the institution of
proceedings for (i) formation of a community facilities district (the "CFD")
pursuant to the Mello-Roos Community Facilities Act of 1982, as amended (the
"AcY'), (ii) authorization of issuance of bonds for the CFD, and (iii) establishment
of an appropriations limit for the CFD; and
WHEREAS, the Council has deternuned that the Petition complies with the
requirements of Government Code Section 53318(c) and now intends to initiate
such proceedings; and
WHEREAS, it is the intention of the Council to finance parks, open space
and storm drain maintenance services that are in addition to those provided in the
territory within the CFD prior to the formation of the CFD and do not supplant
services already available within the territory proposed to be included in the CFD
tl~rough the formation of the CFD subject to the levy of a special tax to pay for
such services, being approved at an election to be held within the boundaries of the
CFD; and
WHEREAS, it is also the intention of the Council to finance the acquisition
and construction of the Facilities (as defined below) or any combination thereof
through the formation of the CFD, subject to the authorization of bonds and the
levy of a special tax to pay lease payments, installment purchase payments ar other
payments, or principal and interest on bonds, being approved at an election to be
held within the boundaries of the CFD.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF
LAI~ ELSINORE DOES HEREBY RESOLVE, DETERMINE AND
ORIDER AS FOLLOWS:
SECTION 1. The Council hereby determines to instihzte proceedings far
the formation of a community facilities district under the terms of the Act. The
exterior boundaries of the CFD are hereby specified and described to be as shown
on that certain map now on file in the office of the Clerk entitled "Proposed
CITY COUNCIL RESOLUTION NO. 2006-205
PAGE 2 OF 6
Boundary of Community Facilities District No. 2006-9 of the City of Lake
Elsinore (Trieste)," which map indicates by a boundary line the extent of the
territory included in the proposed community facilities district and shall govern for
all details as to the extent of the CFD. On the original and one copy of the map of
such CFD on file in the City Clerk's office, the City Clerk shall endorse the
certificate evidencing the date and adoption of this resolution. The City Clerk shall
file the original of such map in his office and, within fifteen (15) days after the
adoption of this Resolution, the City Clerk shall file a copy of such map so
endorsed in the records of the County Recorder, County of Riverside, State of
California.
SECTION 2. The name of the proposed CFD shall be "City of Lake
Elsinare Community Facilities District No. 2006-9 (Trieste)."
SECTION 3. Except where funds are otherwise available, it is the intention
of the Council to levy annually in accordance with procedures contained in the Act
a special t~ (the "Services Special Tax") sufficient to finance a portion of the cost
of providing parks, open space and storm drain maintenance services (the
"Services") that are in addition to those provided in the territory within the CFD
prior to the formation of the CFD and do not supplant services already available
within the territory proposed to be included in the CFD, the costs of administering
the levy and collection of the Services Special T~ and all other costs of the levy of
the Services Special Tax, including any foreclosure proceedings, legal, fiscal, and
financial consultant fees, election costs, and all other administrative costs of the tax
levy. The Services Special Tax will be secured by recordation of a continuing lien
against all real properiy in the CFD. The schedule of the rate and method of
apportionment and manner of collection of the Services Special Tax is described in
detail in Exhibit A attached hereto and by this reference incorporated herein.
The Services Special Tax is apportioned to each parcel on the foregoing
basis pursuant to Section 53325.3 of the Act.
SECTION 4. The faciliries proposed to be financed by the CFD are public
infrastructure facilities and other govemmental facilities with an estimated useful
life of five years or longer, which the CFD is authorized by law to construct, own
or operate and that are necessary to meet increased demands placed upon the City
as a result of development or rehabilitation occurring within the proposed CFD,
including but not limited to Ciry park and traffic signal improvements, City capital
facilities fees, Elsinore Valley Municipal Water District water and sewer capital
CITY COiJNCIL RESOLUTION NO. 2006-205
PAGE 3 OF 6
facilities fees and Lake Elsinore Unified School District capital fees, and related
costs including designs, inspections, professional fees, annexation fees, connection
fees and acquisition costs (the "Facilities"). Such Facilities need not be physically
located within the CFD.
SECTION 5. Except where fiznds are otherwise available, it is the intention
of the Council to levy annually in accardance with procedures contained in the Act
a special tax (the "Special Tax") sufficient to pay for the costs of financing the
acquisition and/or construction of the Facilities, including the principal of and
interest on the bonds proposed to be issued to finance the Facilities and other
periodic costs, the establishment and replenishment of reserve funds, the
remarketing, credit enhancement and liquidity fees, the costs of administering the
levy and collection of the Special Tax and all other costs of the levy of the Special
Tax and issuance of the bonds, including any foreclosure proceedings,
architectural, engineering, inspection, legal, fiscal, and financial consultant fees,
discount fees, interest on bonds due and payable prior to the expiration of one year
from the date of completion of facilities (but not to exceed two years), election
costs and a11 costs of issuance of the bonds, including, but not limited to, fees for
bond counsel, disclosure counsel, financing consultants and printing costs, and all
other administrative costs of the tax levy and bond issue. The Special Tax will be
secured by recordation of a continuing lien against all real property in the CFD. In
the first year in which such a Special Tvc is levied, the levy shall include a sum
sufficient to repay to the City all amounts, if any, transferred to the CFD pursuant
to Section 53314 of the Act and interest thereon. The schedule of the rate and
method of apportionment and manner of collection of the Special Tax is described
in detail in E~ibit A attached hereto and by this reference incorporated herein.
The Special T~ is based upon the cost of financing the Facilities in the CFD, the
demand that each parcel will place on the Facilities and the benefit (direct and/or
indirect) received by each parcel from the Facilities.
The Special T~ is apportioned to each parcel on the foregoing basis
pursuant to Section 53325.3 of the Act. In the event that a portion of the property
within the CFD shall become for any reason exempt, wholly or partially, from the
levy of the Special Tax, the Council shall, on behalf of the CFD, increase the levy
to the extent necessary upon the remaining properiy within the CFD which is not
delinquent or exempt in order to yield the required payments, subject to the
maximum tax. Under no circumstances, however, shall the Special Tax levied
against any parcel used for private residential purposes be increased as a
consequence of delinquency or default by the owner of any other parcel or parcels
CITY COUNCIL RESOLUTION NO. 2006-205
PAGE 4 OF 6
within the CFD by more than 10 percent. Furthermore, the maximum special t~
authorized to be levied against any parcel used for private residential purposes
shall not be increased over time in excess of 2 percent per year.
SECTION 6. The Council hereby finds that the proposed Facilities are
necessary to meet increased demands put upon the City as a result of the new
development or rehabilitation within the proposed CFD.
SECTION 7. A public hearing (the "Hearing") on the establishment of the
CFD and the proposed rate and method of apportionment of the Services Special
Tax and the Special Tax shall be held on January 23, 2007, at 7:00 p.m., or as soon
thereafter as practicable, at the Lake Elsinore Cultural Center located at 183 North
Main Street, Lake Elsinare, California 92530.
SECTION 8. At the time and place set forth above for the hearing, any
interested person, including all persons owning lands or registered to vote within
the proposed CFD, may appear and be heard.
SECTION 9. Each City officer who is or will be responsible for the
Services and the Facilities to be financed by the CFD, if it is established, is hereby
directed to study the proposed CFD and, at or before the time of the above-
mentioned Hearing, file a report with the Council, and which is to be made a part
of the record of the Hearing, containing a brief description of the Services and the
Facilities by type which will in his or her opinion be required to adequately meet
the needs of the CFD and his or her estimate of the cost of providing the Services
and the Facilities. The City Manager is directed to estimate the fair and reasonable
cost of all incidental expenses, including the cost of planning and designing the
Facilities to be financed pursuant to the Act, including the cost of environmental
evaluations of such facilities, all costs associated with the creation of the CFD,
issuance of bonds, determination of the amount of any special taxes, collection of
any special taxes, or costs otherwise incurred in arder to carry out the authorized
purposes of the City with respect to the CFD, and any other expenses incidental to
the construction, completion and inspection of the authorized work to be paid
tl~rough the proposed financing.
SECTION 10. The City may accept advances of funds from any sources,
including private persons ar private entities, and is authorized and directed to use
such funds for any authorized purpose, including any cost incurred by the City in
creating the CFD. The City may enter into an agreement to repay all of such funds
CITY COUNCIL RESOLUTION NO. 2006-205
PAGE 5 OF 6
as are not expended or committed for any authorized purpose at the time of the
election on the levy of the Services Special Tax and the Special Tax, if the
proposal to levy such tax should fail, and to repay all of such funds advanced if the
levy of the Services Special Tax and the Special T~ shall be approved by the
qualified electors of the CFD.
SECTION 11. The City Clerk is hereby directed to publish a notice
("I~lotice") of the Hearing pursuant to Section 6061 of the Government Code in a
newspaper of general circulation published in the area of the proposed CFD. Such
Notice shall contain information set forth in Section 53322 of the Act. Such
publication shall be completed at least seven (7) days prior to the date of the
Hearing.
SECTION 12. The Clerk may send a copy of the Notice by first-class mail,
postage prepaid, to each registered voter and to each landowner within proposed
CFD as shown on the last eqnalized assessment roll. Said mailing shall be
completed not less than fifteen (15) days prior to the date of the Hearing.
SECTION 13. Pursuant to Section 53344.1 of the Act, the Council hereby
reserves to itself, in its sole discretion, the right and authority by subsequent
resolution to allow any owner of properiy within the CFD, subject to the provisions
of Section 53344.1 of the Act and those conditions as it may impose, and any
applicable prepayment penalties as prescribed in the bond indenture or comparable
instrument or document, to tender to the CFD treasurer in full payment ar part
payment of any installment of the special taxes or the interest or penalties thereon
which may be due or delinquent, but for which a bill has been received, any bond
or other obligation secured thereby, the bond or other obligation to be talcen at par
and credit to be given for the accrued interest shown thereby computed to the date
of tender.
SECTION 14. The voting procedure with respect to the establishment of
the CFD and the imposition of the special tax shall be by hand delivered or mailed
ballot election.
SECTION 15. This Resolution shall take effect from and after the date of
its passage and adoption.
CITY COi1NCIL RESOLUTION NO. 2006-205
PAGE 6 OF 6
PASSED, APPROVED AND ADOPTED this 12th day of December,
2006.
AYES: COUNCILMEMBERS: BUCKLEY, HICKMAN, KELLEY,
SCHIFFNER, MAGEE
NOES: COUNCILMEMBERS: NONE
ABSENT: COUNCILMEMBERS: NONE
ABSTAIN: COUNCILMEMBERS: NONE
~ , ~
Ro`~ert E. Magee,
City of Lake Els'v
ATTEST:
Frederick y, CMC, City Clerk
City of Lake Elsinore
AP, OVED AS O T~ j
~ ~ /
°~ ~ G°~i~~ ~ ,
rbara Zeid eibold, City Attorney
City of Lake Elsinore
EXHIBIT A
RATE AND METHOD OF APPORTIONIVIENT
RATE AND METHOD OF APPORTIONMENT FOR
COMMUNITY FACII.TTIES DISTRICT No. 2006-9 OF THE
CITY OF LAKE ELSINORE (TRIESTE)
A Special Tax shall be levied on al] Assessor's Parcels in Community Facilities DistrictNo. 2006-9
of the City of Lake Elsinore ( Trieste) ("CFD No. 2006-9") and collected each Fiscal Yeaz
commencing in Fiscal Year 2007-2008, in an amount determined through the application ofthis Rate
and Method of Apportionment as desccibed below. Alt of the real property in CFD No. 2006-9,
unless exempted by law or by the provisions hereof, shall be taxed for the purposes, to the estent and
in the manner herein provided.
A.
The terms hereinafter set forth have the following meanings
"Acre" or "Acreage" means the land area of an Assessor's Parcel as shown on or
determined from the applicable Assessor's Parcel Map. Notwithstanding the foregoing, the
Acreage attributable to a Condominium shall be computed by the CFD Administrator by
dividing the total Acreage for the Final Subdivision in which the Condominium is located,
less the Acreage for any Property Owner Association Property and/or Public Property, by the
total number of Condominiums to be constructed within such Final Subdivision as
determined from the applicable Condominium Plan.
"AcP' means the Mello-Roos Community Facilities Act of 1982, being Chapter 2.5, Part I,
Division 2 of Title 5 of the California Govemment Code.
"Administrative Expenses" means the following actual.or reasonably estimated costs
directly related to the administration of CFD No. 2006-9: the costs of computing the Special
Taxes and prepating the annual Special Tax wllection schedules (whether by the City or
designee thereof or both); the costs of collecting the Special Taxes (whether by the City or
otherwise); the costs of remitting the Special Taxes to the Trustee; the costs of the Trustee
(including its legal counsel) in the dischazge of the duties required of it under the Indenture;
the costs to the City, CFD No. 2006-9 or any designee thereof of complying with azbitrage
rebate requirements; the costs to the CiTy, CFD No. 2006-9 or any designee thereof of
complying with disclosure requirements of the CiTy, CFD No. 2006-9 or obligated persons
associated with applicable federal and state securities laws and the Act; the costs associated
with prepazing Special Tar disclosure statements and responding to public inquiries
regarding the Special Tases; the costs of the CiTy, CFD No. 2006-9 or any designee thereof
related to an appeal ofthe Special Tas; the costs associated with the release of funds from an
escrow account; and the City's annual administration fees and third party expenses.
Administrative Expenses shall also include amounts estimated by the CFD Administrator or
advanced by the CiTy or CFD No. 2006-9 for any other administrative purposes of CFD No.
2006-9, including attomey's fees and other costs related to commencing and pursuing to
completion any foreclosure of delinquent Special Tases.
City ojLake E[srnore November 7, 2006
Community Fqciliries D'uhicf No. 2006-9 (Trieste) pog¢ ]
"Assessor's Parcel" means a lot or pazcel, induding but not limited to Condominiums, to
which an Assessor's pazcel number is assigned as determined from an Assessor's Pazcel Map
or the applicable assessment roll.
"Assessor's Parcel Map" means an official map of the County Assessor of the County
designating parcels by Assessor's Pazcel number.
"Assigned Special Tax for Facili6es" means the Special Ta~c for Facilities for each Land
Use Class of Developed Property, as determined in accordance with Section C.I.(b) below.
"Authorized Facilities" means those facilities eligible to be funded by CFD No. 2006-9.
"Backup Special Tax for Facilities" means the Special Tas for Facilities applicable to each
Assessor's Parcel of Developed Property, as detertnined in accordance with Section C1.(c)
below.
"Certificate of Occupancy" means a certificate issued by the Ciry that authorizes the actual
occupancy of a dwelling unit for habitation by one or more residents.
"CFD Administrator" means an official of the CiTy, or designee thereof, responsilile for
determining the Special Ta~c Requirement for Facilities, the Special Tax Requirement for
Services as determined in accordance with Section I below, and providing for the levy and
collection of the Special Taxes.
"CFD No. 2006-9" means CommuniTy Facilities District No. 2006-9 of the CiTy of Lake
Elsinore (Trieste).
"CFD No. 2006-9 Bonds" means any bonds or other debt (as defined in Section 53317(d) of
the Act), whether in one or more series, issued by CFD No. 2006-9 and secured solely by the
Special Tax for Facilities levy on property within the boundaries of CFD No. 2006-9 under
the Act.
"City" means the City of Lake Elsinore
"Condominium" means a unitmeeting the statutory definition ofa condominium contained
in the California Civil Code, Section 1351, and for which a condominium plan has been
recorded pwsuant to Califomia Civil Code, Section 1352.
"Condominium Plan" means a condominium plan as set forth in the California Civil Code,
Section 1352.
"Council" means the CiTy Council of the City of Lake Elsinore, acting as the Iegislative
body of CFD No. 2006-9.
"County" means the County of Riverside
City ojLake ELsinore Nnvember 7, 2006
Community FneRifies Dishict No. 2006A (Trieste) pqge Z
"Developed Property" means, with respectto the Special Tax for Facilities, for each Fiscal
Yeaz, all Taxable Property, exclusive of Taxable Public Proper[y and Ta~cable Property
Owner Association Property, for which the Final Subdivision was recorded on or before
January I ofthe prior Fiscal Year and a building permit for new construction was issued on
or before May 1 of the Fiscal Year preceding the Fiscal Year for which the Special Tax for
Facilities is being levied.
"NSnal Subdivision" means a subdivision of property by rewrdation of (i) a final maq or
portion thereof, approved by the City pursuant to the Subdivision Map Act (California
Government Code Section 66410 et seg.) that creates individual lots for which building
permits may be issued, or (ii) lot line adjustment approved by the City.
"I~1sca1 Year" means the period starting July 1 and ending on the following June 30.
"Indenture" means the indenture, fiscal agent agreement, resolution or other instrument
pursuant to which CFD No. 2006-9 Bonds are issued, as modified, amended and/or
supplemented from time to time, and any instrument replacing or supplementing the same.
°Land Use Class" means any of the classes listed in Table 1 below.
"Maximum Special Tax for Facilities" means the maacimum Special Ta~c for Facilities,
determined in accordance with Section C below, that can be levied in any Fiscal Yeaz on any
Assessor's Parcel.
"Non-Residential Property" means all Assessor's Parcels of Developed Property for which
a building permit permitting the construction of one or more non-residential units or facilities
has been issued by the CiTy, and which is not otherwise Residential Proper[y.
"Outstanding Bonds" means all CFD No. 2006-9 Bonds which aze deemed to be
outstanding under the Indenture.
"Property Owner Association Property" means, for each Fiscal Year, (i) any property
within the boundazies of CFD No. 2006-9 that was owned by a property owner association,
including any master or sub-association, as of January 1 of the prior Fiscal Year, (ii) any
proper[y located in a Final Subdivision that was recorded as of the May 1 preceding the
Fiscal Year in which the Special Taac is being levied and which, as determined from such
Final Subdivision, is or will be open space, a common area recreation faciliTy, or a private
street, or (iii) any proper[y which, as of the May 1 preceding the Fiscal Yeaz for which the
Special Taac is being levied, has been conveyed, irrevocably dedicated, or irrevocably offered
to a property owner's association, including any master or sub-association, provided such
conveyance, dedication, or offer is submitted to the CFD Administrator by May 1 preceding
the Fiscal Year for which the Special Tax is being levied. Notwithstanding the preceding,
Property Owner Association Property shall not include any property on which
Condominiums aze or will be located.
City ofLakeElsinore November 7, 2006
Community Faci[i6es Distrtct Nn. 2006-9 (Trieste) poge 3
"Proportionately" means for Developed Property thattheratio ofthe actual Special Ta~c for
Facilities levy to the Assigned Special Tax for Facilities is equal for all Assessor's Parcels of
Developed Property. For Undeveloped Property, "Proportionately" means that the ratio of
the actual Special Taac for Facilities levy per Acre to the Ma~cimum Special Tax for Facilities
per Acre is equal for all Assessor's Parcels of Undeveloped Property. The term
"Proportionately" may similarly be applied to other categories of Taacable Property as listed
in Section D below.
"Public Property" means property within the bounduies of CFD No. 2006-9 owned by,
irrevocably offered or dedicated to, or over, through or under which an easement for
purposes of public use has been granted, to the federal govemment, the State, the County, the
City, or any local government or other public agency, provided that any proper[y leased by a
public agency to a private entity and subject to taxation under Section 53340.1 of the Act
shall be taxed and classified according to its use.
"Residential Floor Area" means all of the square footage of living azea within the
perimeter of a residential structure, not including any carport, walkway, garage, overhang,
patio, encbsed patio, or similar area. The determination of Residential Floor Area for an
Assessor's Parcel shall be made by reference to the building permit(s) issued for such
Assessor's Parcel. Such determination shall be final following the issuance of a Certificate
of Occupancy for the dwelling unit.
"Residential Property" means all Assessor's Parcels of Developed Property for which a
building permit permitting the construction thereon of one or more residential dwelling units
has been issued by the City.
"Speciai Tax" means any of the special taxes authorized to be levied by CFD No. 2006-9
pursuant to the Act. . ~
"Special Tax for Facilities" means the special tas to be levied in each Fiscal Year on each
Assessor's Parcel of Developed Property, Taxable Property Owner Association Property,
Ta~cable Public Property, and Undeveloped Property to fund the Special Ta~ Requirement for
Facilities.
"Special Tax Requirement for Facilities" means that amount required in any Fiscal Yeaz
for CFD No. 2006-9 to: (i) pay debt service on all Outstanding Bonds due in the calendar
year commencing in such Fiscal Year, (ii) pay periodic costs on the CFD No. 2006-9 Bonds,
including but not limited to, credit enhancement and rebate payments on the CFD No. 2006-9
Bonds due in the calendar year commencing in such Fiscal Yeaz; (iii) pay a proportionate
share of Administrative Expenses; (iv) pay any amounts required to establish or replenish any
reserve funds for all Outstanding Bonds; (v) pay for reasonably anticipated Special Tax for
Facilities delinquencies based on the delinquency rate for the Special Tax for Facilities levy
in the previous Fiscal Year; (vi) pay directly for acquisition or construction of Authorized
Facilities to the extent that the inclusion of such amount does not increase the Special Tax
for Facilities levy on Undeveloped Property; less (vii) a credit for funds available to reduce
City ojLake Elsinore ~ November 7, 2006
Community Facilities D'utricl No. 2006-9 (Trieste) pnge q
the annual Special Tax for Facilities levy, as detertnined by the CFD Administrator pursuant
to the Indenture.
"State" means the State of Califomia.
"Taxable Property" means all ofthe Assessor's Parcels within the boundaries of CFD No.
2006-9 which are not exempt from the Special Tas for Facilities pursuant to law or Section E
below.
"Taxable Property Owner Association Property" means all Assessor's Pazcels of
Property Owner Association Property that aze not exempt pursuant to Section E below.
"Taxable Public Proper[y" means all Assessor's Parcels of Public Proper[y that aze not
exempt pursuant to Section E below.
"Trustee" means the trustee or fiscal agert under the Indentwe.
"Undeveloped Property" means, for each Fiscal Year, all Ta~cable Property not classified as
Developed Property, Tvcable Property Owner Association Property, or Taacable Public
Property.
B. ASSIGNMENT TO LAND USE CATEGORIES
Each Fiscal Year, all Taxable Proper[y within CFD No. 2006-9 shall be classified as
Developed Proper[y, Taxable Public Property, Taxable Property Owner Association Property,
orUndeveloped Proper[y, and shall be subject to the Special Tax for Facilities in accordance
with this Rate and Method of Apportionment determined pursuant to Sections C and D
below. Residential Property shall be assigned to Land Use Classes 1 through 3 as listed in
Tabie 1 below based on the Residential Floor Area for each unit. Non-Residential Property
shall be assigned to Land Use Class 4.
C. MAXIMi7M SPECIAL TAX FOR FACII.ITIES
Prior to the issuance of CFD No. 2006-9 Bonds, the Assigned Special Taac for Facilities on
Developed Property (set forth in Table 1), and the Backup Special Tax for Facilities
attributable to a Final Subdivision, may be reduced in accordance with, and subject to the
conditions set forth in this pazagraph. If it is reasonably determined by the CFD
Administrator that the overlapping debt burden (as defined in the Statement of Goals and
Policies for the Use of the Mello-Roos Community Facilities Act of 1982 adopted by the
Council, the "Goals and Policies") calculated pursuantto the Goals and Policies based upon
the Assigned Special Tax for Facilities on Developed Property exceeds the City's maximum
level objective set forth in such document, the Assigned Special Tax for Facilities on
Developed Property, and the Backup Special Ta~c for Facilities attributable to a Final
Subdivision, may be reduced to the amount necessaty to satisfy the City's objective with
respect to the maximum overlapping debt burden level with the written consent of the CFD
Administrator. The reductions permitted pursuant to this paragraph shall be reflected in an
City ojLake Elsinore November 7, 2006
Community Faci[ilies Disdict No. 2006-9 (TriesteJ p¢qe S
amended notice of Special Tax lien which the City shall cause to be recorded by executing a
certificate in substantially the form at[ached hereto as Exhibit "A".
Develoned Pronertv
(a) Maximum Special Tas for Facilities
The Maximum Special Tax for Facilities for each Assessor's Pazcel classified as
Developed Property shall be the geater of (i) the amount derived by application of
the Assigned Special Tax for Facilities or (ii) the amount derived by application of
the Backup Special Ta~c for Facilities.
(b) Assigned Special Tax for Facilities
The Assigned Special Ta~c for Facilities for each Land Use Class is shown below in
Table 1.
TABLE 1
Assigned Special Tax for Facilities for Developed Property
Community Facilities District No. 2006-9
The Backup Special Tax for Facilities attributable to a Final Subdivision will equal
$31,966 multiplied by the Acreage ofall Taacable Property, exclusive ofany Ta~cable
Property Owner Association Property and Tvcable Public Property, therein. The
Backup Special Tas for Facilities for each Assessor's Parcel ofResidential Property
shall be computed by dividing the Backup Special Tax for Facilities attributable to
the applicable Final Subdivision by the number of Assessor's Parcels and/or
residential units for which building permiu for residential construction have or may
be issued (i.e., the number or residential lots and/or units). The Backup Special Tas
for Facilities for each Assessor's Pazcel of Non-Residential Proper[y therein shall
equal $31,966 multiplied by the Acreage of such Assessor's Parcel.
City ojLpke EGrinore November 7, 2006
Communiry Facililies District No. 200b9 (Trieste) puge 6
(c) Backup Special Tax for Facilities
If a Final Subdivision includes Assessor's Parcels of Tasable Properiy for which
building permits for both residential and non-residential construction may be issued,
exclusive of Taxable Proper[y Owner Association Property and Tvcable Public
Property, then the Backup Special Tax for Facilities for each Assessor's Pazcel of
Residential Property shall be computed exclusive of the Acreage and Assessor's
Parcels of property for which building permits for non-residential construction may
be issued.
Notwithstanding the foregoing, if all or any portion of the Final Subdivision(s)
described in the preceding paragraphs is subsequently changed or modified by
recordation of a lot line adjustment or similaz instrument, and only if the CFD
Adminisfrator determines that such change or modification results in a decrease in
the number ofAssessor's Parcels of Taxable Property for which building permits for
residential construction have or may be issued within such Final Subdivision, then
the Backup Special Tax for Facilities for each Assessor's Parcel of Developed
Property that is part of the lot line adjustment or similar instrument for such Final
Subdivision shall be a rate per Acre as calculated below. The Backup Special Tas
for Facilities previously determined for an Assessor's Parcel ofDeveloped Property
that is not a part of the lot line adjustment or similar instrument for such Final
Subdivision shall not be recalculated.
1. Determine the total Backup Special TaY for Facilities anticipated to
apply to the changed or modified portion of the Final Subdivision
area prior to the change or modification.
2. The result of paragraph 1 above shall be divided by the Acreage of
Taacable Property which is ultimately expected to exist in such
changed or modified portion of the Final Subdivision area, as
reasonably determined by the CFD Administrator.
3. The result of paragraph 2 above shall be the Backup Special Tax for
Facilities per Acre which shall be applicable to Assessor's Pucels of
Developed Proper[y in such changed or modified portion ofthe Final
Subdivision area for all remaining Fiscal Years in which the Special
Tas for Facilities may be levied.
(d) Multiple Land Use Classes
In some instances an Assessor's Pazcel ofDeveloped Property may contain more than
one Land Use Class. The Mvcimum Special Tvc for Facilities levied on an
Assessor's Pazcel shall be the sum ofthe Maacimum Special Tax for Facilities for all
Land Use Classes located on that Assessor's Parcel. The CFD Administrator's
allocation to each Type of property shall be final.
City of Lnke E[sittore Novembe~ 7, 2006
Cammunity FacJities Drstrict Na. 200b9 (Trieste) ppg¢ 7
2. Taxable Property Owner Association Prouertv Tvcable Public Prooertv and
Undeveloued Prouertv
The Masimum Special Tas for Facilities for Taxable Property Owner Association Property,
Taacable Public Property, and Undeveloped Property shall be $31,966 per Acre.
D. METHOD OF APPORTIONMENT OF THE SPECIAL TAX FOR FACILITIES
Commencing with Fiscal Year 2007-2008 and for each following Fiscal Year, the Council
shall determine the Special Tax Requirement for Facilities and levy the Special Tax for
Facilities until the amount of Special Tas for Facilities levy equals the Special Tas
Requirement for Facilities. The Special Tas for Facilities shall be levied each Fiscal Year as
follows:
First: The Special Tax for Facilities shall be levied on each Assessor's Parcel ofDeveloped
Property in an amount equal to 100% ofthe applicable Assigned Special Tax for Facilities;
Second: If additional monies aze needed to satisfy the Special Taac Requirement for Facilities
after the first step has been completed, the Special Tax for Facilities shall be levied
Proportionately on each Assessor's Parcel of Undeveloped Property at up to 100% of the
Maximum Special Tax for Facilities for Undeveloped Property;
Third: If additional monies aze needed to satisfy the Special Tax Requirement for Facilities
after the first two steps have been completed, then the levy of the Special Tax for Facilities
on each Assessor's Parcel ofDeveloped Property whose Ma~cimum Special Tax for Facilities
is determined through the application of the Backup Special Tax for Facilities shall be
increased in equal percentages from the Assigned Special Tax for Facilities up to the
Maacimum Special Tax for Facilities for each such Assessor's Parcel;
Fourth: If additional monies are needed to satisfy the Special Tax Requirement for Facilities
after the first three steps have been wmpleted, then the Special Tax for Facilities shall be
levied Proportionately on each Assessor's Parcel of Tasable Property Owner Association
Property and Tasable Public Property at up to 100% of the Maximum Special Tas for
Facilities for Tasable Property Owner Association Property or Tasable Public Property.
Notwithstanding the above, the Council may, in any Fiscal Year, levy Proportionately less
than 100% of the Assigned Special Taac for Facilities in step one (above), when (i) the
Council is no longer required to levy the Special Tax for Facilities pursuant to steps two
through four above in order to meet the Special Ta~c Requirement for Facilities; (ii) all
authorized CFD No. 2006-9 Bonds have already been issued or the Council has covenanted
that it will not issue any additional CFD No. 2006-9 Bonds (except refunding bonds) to be
supported by the Special Tas for Facilities; and (iii) all Authorized Facilities have been
constructed and/or acquired and all reimbursements to the developer for the construction
and/or acquisition of such facilities have been paid as permitted by law.
City ojLake Elsinore November 7, 2006
Community Faci[itles District No. 2006-9 (Trieste) pag¢ g
Further notwithstanding the above, under no circumstances will the Special Tax for Facilities
levied against any Assessor's Parcel of Residential Property for which a CeRificate of
Ocwpancy has been issued be increased by more than ten percent as a consequence of
delinquency or default by the owner of any other Assessor's Parcel within CFD No. 2006-9.
E. EXEMPTIONS
No Special Tas for Facilities shall be levied on up to 23 Acres of Property Owner
Association Property and/or Public Property in CFD No. 2006-9. Tax-exempt status will be
assigned by the CFD Administrator in the chronological order in which property becomes
Property Owner Association Property or Public Property. However, should an Assessor's
Parcel no longer be classified as Property Owner Association Property or Public Property, its
tax-exempt status will be revoked.
Property Owner Association Property or Public Propertythat is not exempt from Special Tas
for Facilities under this section shall be subject to the levy of the Special Tas for Facilities
and shal( be tased Proportionately as part of the four[h step in Section D above, at up to
100% of the Maximum Special Tax for Facilities for Tasable Property Owner Association
Property or Tasable Public Property.
F. MANNER OF COLLECTION
The Special Tax for Facilities shall be collected in the same manner and at the same time as
ordinaty ad valorem property taxes; provided, however, that CFD No. 2006-9 may directly
bill the Special Tax for Facilities, may collect the Special Tas for Facilities at a different time
or in a different manner if necessary to meet its financial obligations, and may covenant to
foreclose and may actually foredose on delinquent Assessor's Parcels as permitted by the
Act.
G. PREPAYMENT OF SPECIAL TAX FOR FACILITIES
The following additional definitions apply to this Section G:
"Buildout" means, for CFD No. 2006-9, that all expected building permits for dwelling
units to be constructed in CFD No. 2006-6 have been issued, as reasonably determined by the
CFD Administrator.
"CFD Public Facilities" means either $3,564,033 in 2006 dollars, which shall increase by
the Construction Inflation Index on July 1, 2007, and on each 7uly 1 thereafter, or such lower
number as(i) shall be determined by the CFD Administrator as sufficient to provide funding
for all of the Authorized Facilities, or (ii) shall be determined by the Council concurrently
with a covenant that it will not issue any more CFD No. 2006-9 Bonds (except refunding
bonds) to be supported by the Special Tax for Facilities levy under this Rate and Method of
Apportionment as described in Section D above.
Ciry ojLake Elsinore November 7, 2006
Community Faci[ities District No. 2006-9 (Trieste) pqg¢ 9
"Construction Inflation Index" means the annual percentage change in the Engineering
News Record Building Cost Index for the City of Los Angeles, measured as of the calendar
year which ends in the previous Fiscal Year. In the event this index ceases to be published,
the Construction Inflation Index shall be another index as determined by the CFD
Adminisffatorthat is reasonably comparable to the EngineeringNews Record Building Cost
Index for the CiTy of Los Angeles.
"Future Facilities Costs" means the CFD Public Facilities minus (i) costs of Authorized
Facilities previously paid from the Lnprovement Fund, (ii) moneys curzertly on deposit in the
Improvement Fund available to pay costs of Authorized Facilities, and (iii) moneys curtently
on deposit in an escrow fund that are expected to be available to finance the cost of
Authorized Facilities.
"Improvement Fund" means an account specifically identified in the Indenture to hold
funds which ate currently available for expenditure to acquire or construct Authorized
Facilities.
"Previously Issued Bonds" means, for any Fiscal Year, all Outstanding Bonds that aze
deemed to be outstanding under the Indenture after the first interest and/or principal payment
date following the current Fiscal Year.
1. Prepayment in Full
Only an Assessor's Parcel of Developed Property, or Undeveloped Property for which a
building permit has been issued, may be prepaid. The obligation ofthe Assessor's Pazcel to
pay the Special Tax for Facilities may be permanently satisfied as described herein, provided
that a prepayment may be made with respect to a particulaz Assessor's Parcel only ifthere aze
no delinquent Special Tases with respect to such Assessor's Parcel at the time of
prepayment. An owner of an Assessor's Parcel intending to prepay the Special TaY for
FaciliUes obligation shall provide the CFD Administrator with written notice of intent to
prepay. W ithin 30 days of receipt of such written notice, the CFD Administrator shall notify
such owner of the prepayment amount for such Assessor's Parcel. The CFD AdminisVator
may charge a reasonable fee for providing this service. Prepayment must be made not less
than 45 days prior to the next occurring date that notice oF redemption of CFD No. 2006-9
Bonds from the proceeds of such prepayment may be given by the Trustee pursuant to the
Indenture.
The Special Tas for Facilities Prepayment Amount (defined below) shall be calculated as
summarized below (capitalized terms as defined below):
Bond Redemption Amount
plus Redemption Premium
plus Future Facilities Amount
plus Defeasance Amount
plus Administrative Fees and Expenses
less Reserve Fund Credit
City ojLake EGstnore November 7, 2006
Cammunity FacilitlesDisbictNo. 2006A(Triute) pa$e ]p
less Capitalized Interest Credit
Total: equals Special Tax for Facilities Prepayment Amount
As of the proposed date of prepayment, the Special Tas for Facilities Prepayment Amount
shall be calculated as follows:
Paraeraoh No.:
Confirm that no Special Tax delinquencies apply to such Assessor's Parcel.
2. For Assessor's Parcels ofDeveloped Property, compute the Assigned Special Taac for
Facilities and Backup Special Tax for Facilities. For Assessor's Parcels of
Undeveloped Property for which a building permit has been issued, compute the
Assigned Special Ta~c for Facilities and Backup Special Tas for Facilities for that
Assessor's Parcel as though it was already designated as Developed Property, based
upon the building permit which has atready been issued for that Assessor's Parcel.
3. (a) Divide the Assigned Special Tax for Facilities computed pursuantto paragraph 2
by the total estimated Assigned Special Tax for Facilities for the entire CFD No.
2006-9 based on the Developed Proper[y Special Taac for Facilities which could be
levied in the current Fiscal Year on all expected development through Buildout of
CFD No. 2006-9, excluding any Assessor's Parcels which have been prepaid, and
(b) Divide the Backup Special Ta~c for Facilities computed pursuant to paragraph 2
by the total estimated Backup Special Tar for Facilities at Buildout for the entire
CFD No. 2006-9, excluding any Assessor's Parcels which have been prepaid.
4. Multiply the luger quotient computed pursuant to paragraph 3(a) or 3(b) by the
Previously Issued Bonds to compute the amount of Previously Issued Bonds to be
retired and prepaid (the "Bond Redemption AmounP').
5. Multiply the Bond Redemption Amount computed pursuant to pazagraph 4 by the
applicable redemption premium (e.g., the redemption price-100%), if any, on the
Previously Issued Bonds to be redeemed (the "Redemption Premium").
6. Compute the current Future Facilities Costs.
7. Multiply the larger quotient computed pursuant to paragraph 3(a) or 3(b) by the
amount determined pursuant to pazagraph 6 to compute the amount of Future
Facilities Costs to be prepaid (the "Future Facilities AmounY').
8. Compute the amount needed to pay interest on the Bond Redemption Amount from
the first bond interest and/or principal paym~t date following the current Fiscal Yeaz
until the earliest redemption date for the Previously Issued Bonds.
City ojLake Elsinore November 7, 2006
Community Facilitiu District No. 2006-9 (Trreste) pag¢ p]
9. Determine the Special Tax for Facilities levied on the Assessor's Parcel in the curzent
Fiscal Year which has not yet been paid.
10. Compute the minimum amount the CFD Administrator reasonably expects to derive
from the reinvestment of the Special Tas for Facilities Prepayment Amount less the
Future Facilities Amount and the Adminishative Fees and Expenses (defined below)
from the date of prepayment until the redemption date for the Previously Issued
Bonds to be redeemed with the prepayment.
11. Add the amounts computed pursuant to paragraphs 8 and 9 and subhact the amount
computed pursuant to paragraph 10 (the "Defeasance AmounY').
12. The administrative fees and expenses of CFD No. 2006-9 ue as calculated by the
CFD Administrator and include the wsts of computation ofthe prepayment, the costs
to invest the prepayment proceeds, the costs of redeeming CFD No. 2006-9 Bonds,
and the costs of recording any notices to evidence the prepayment and the redemption
(the "Administrative Fees and Expenses").
13. The reserve fund credit (the "Reserve Fund CrediP') shall equal the lesser of: (a) the
expected reduction in the reserve requirement (as defined in the Indenture), if any,
associated with the redemption of Previously Issued Bonds as a result of the
prepayment, or (b) the amount derived by subhacting the new reserve requirement (as
defined in the Indenture) in effect after the redemption of Previously Issued Bonds as
a result of the prepayment from the balance in the reserve fund on the prepayment
date, but in no event shall such amount be less than zero. No Reserve Fund Credit
shall be ganted if the amount then on deposit in the reserve fund for the Previously
Issued Bonds is below 100% of the reserve requirement (as defined in the Indenhve).
14. If any capitalized interest for the Previously Issued Bonds will not have been
expended as of the date immediately following the first interest and/or principal
payment following the current Fiscal Yeaz, a capitalized interest credit shall be
calculated by multiplying the larger quotient computed pursuant to pazagraph 3(a) or
3(b) by the expected balance in the capitalized interest fund or account under the
Indenture after such first interest and/or principal payment(the "Capitalizedlnterest
CrediP').
15. The Special Tax for Facilities prepayment is equal to the sum of the amounts
computed pursuant to paragraphs 4, 5, 7, 11 and 12, less the amounts computed
pursuant to paragraphs 13 and 14 (the "Special Tax for Facilities Prepayment
AmounY').
From the Special Taac for Facilities Prepayment Amount, the amounts computed pursuant to
pazagraphs 4, 5, 11, 13 and 14 shall be deposited into the appropriate fund as established
under the Indenture and be used to retire CFD No. 2006-9 Bonds or make debt service
payments. The amount computed pursuant to paragraph 7 shall be deposited into the
City of Lnke Elsinore November 7, 2006
Communiry Facilities District No. 2006-9 (Trieste) Page 72
Improvement Fund. The amount computed pursuant to paragraph 12 shall be retained by
CFD No. 2006-9.
The Special Tax for Facilities Prepayment Amount may be insufficient to redeem a full
$5,000 increment of CFD No. 2006-9 Bonds. In such cases, the increment above $5,000 or
integral multiple thereof will be retained in the appropriate fund established under the
Indenture to be used with the next prepayment of CFD No. 2006-9 Bonds or to make debt
service payments.
As a result of the payment of the current Fiscal Year's Special Tax for Facilities levy as
determined under paragraph 9(above), the CFD Administrator shall remove the current
Fiscal Year's Special Tax for Facilities levy for such Assessor's Parcel from the County tax
rolls. With respect to any Assessor's Pazcel that is prepaid, the Council shall cause a suitable
notice to be recorded in compliance with the Act, to indicate the prepayment of the Special
Tax for Facilities and the release of the Special Taac for Facilities lien on such Assessor's ~
Parcel, and the obligation ofsuch Assessor's Parcel to paythe Special Tas forFacilities shall
cease.
Notwithstanding the foregoing no Special Taac for Facilities prepayment shall be allowed
unless, at the time of such proposed prepayment, the amount of Ma~cimum Special Tax for
Facilities that may be levied on Taxable Proper[y within CFD No. 2006-9 (after excluding
23 Acres ofProperty OwnerAssociation Property and/or Public Property in CFD No. 2006-
9 as set forth in Section E) both prior to and after the proposed prepayment is at least equal to
the sum of (i) the Administrative Expenses, as defined in Section A above, and (ii) 1.10
times maximum annual debt service, in each remaining Fiscal Year on the Outstanding
Bonds.
2. Prepayment in Part
The Special Tax for Facilities on an Assessor's Pazcel of Developed Property or an
Assessor's Parcel ofUndeveloped Property for which a building permit has been issued may
be partially prepaid. The amount of the prepayment shall be calculated as in Section G.1;
except that a partial prepayment shall be calculated according to the following formula:
PP = I(PE - A) x F] + A
These terms have the following meaning
PP = the partial prepayment.
PE = the Special Tax for Facilities Prepayment Amount calculated according to
Section G.1.
F= the percentage, expressed as a decimal, by which the owner of the Assessor's
Parcel is partially prepaying the Special Taac for Facilities.
A= the Administrative Fees and Expenses calculated according to Section G.1.
City ojLake Elsinore November 7, 2006
Community Facilities District No. 2006-9 (Trieste) Pnge 13
The owner of any Assessor's Pazcel who desires such prepayment shall notify the CFD
Adminislrator of such owner's intent to partial ly prepay the Special Taac for Facilities and the
percentage by which the Special Tax for Facilities shall be prepaid. The CFD AdminisVator
shall provide the owner with a statement of the amount required for the partial prepayment of
the Special Tax for Facilities for an Assessor's Parcel within 30 days ofthe request and may
charge a reasonable fee for providingthis service. With respectto any Assessor's Pazcel that
is partially prepaid, the Council shall (i) distribute the funds remitted to it according to
Section G1, and (ii) indicate in the records of CFD No. 2006-9 that there has been a partial
prepayment of the Special Tax for Facilities and that a portion of the Special Tax for
Facilities with respect to such Assessor's Pazcel, equal to the outstanding percentage (1.00 -
F) of the remaining Maximum Special Ta~c for Facilities, shal I continue to be levied on such
Assessor's Parcel pursuant to Section D above.
H. TERM OF SPECIAL TAX FOR FACILITIES
The Special Ta~c for Facilities shall be levied for a period not to exceed forty yeazs
commencing with Fiscal Yeaz 2007-2008, provided however that the Special Tax for
Facilities will cease to be levied in an eadier Fiscal Year if the CFD Administrator has
detexmined (i) that all required interest and principal payments on the CFD No. 2006-9
Bonds have been paid; (ii) all Authorized Facilities have been constructed and/or acquired
and all reimbursements to the developer for the construction and/or acquisition of such
facilities have been paid as permitted by law; and (iii) all other obligations ofCFDNo. 2006-
9 have been satisfied.
I. SPECIAL TAX FOR SERVICES
The following additional definitions apply to this Section L•
"Developed Multifamily Unit" means a residential dwelling unit within a building in which
each of the individual dwel ling units has or shall have at least one common wall with another
dwelling unit and a building pertnit has been issued by the City for such dwelling unit on or
prior to May 1 preceding the Fiscal Year in which the Special Tas for Services is being
levied.
"Developed Single Family Unit" means a residential dwelling unit other than a Developed
Multifamily Unit on an Assessor's Parcel for which a building permit has been issued by the
City on or prior to May 1 preceding the Fiscal Yeaz in which the Special Tas for Services is
being levied.
"Maximum Special Tax for Services" means the maximum Special Tax for Services that
can be levied by CFD No. 2006-9 in any Fiscal Yeaz on any Assessor's Parcel.
"Operating Fund" means a fund that shall be maintained for CFD No. 2006-9 for any
Fiscal Year to pay for the ac[ual costs of maintenance related to the Service Area, and the
applicable Administrative Expenses.
City ofLake EGrinore November 7, 2006
Community Facilities Distric! No. 2006-9 (Trieste) Pape 14
"Operating Fund Balance" means the amount of funds in the Operating Fund at the end of
the preceding Fiscal Year.
"Service Area" means parks, open space, and storm drains.
"Special Tax for Services" means any of the special taaces authorized to be levied within
CFD No. 2006-9 pursuant to the Act to fund the Special Tax Requirement for Services.
"Special Tax Requirement for Services" means the amount determined in any Fiscal Year
for CFD No. 2006-9 equal to (i) the budgeted costs directly related to the Service Area,
including maintenance, repair and replacement of certain components of the Service Area
which have been accepted and maintained or aze reasonably expected to be accepted and
maintained during the curcent Fiscal Yeaz, (ii) pay a proportionate shaze of Administrative
Expenses, and (iii) anticipated Special Tax for Services delinquencies based on the
delinquency rate for the Special Tax for Services levy in CFD No. 2006-9 for the previous
Fiscal Year, less (iv) the Operating Fund Balance, as determined bythe CFD AdminisVator.
1. Rate and Method of Apportionment of the Special Tax for Services
Commencing with Fiscal Year 2007-2008 and for each subsequent Fiscal Year, the Council
shall levy the Special Tax for Services on (i) all Assessor's Parcels containing a Developed
Single Family Unit or Developed Multifamily Unit and (ii) all Assessor's Parcels of Non-
Residential Property, up to the applicable Maximum Special Tax for Services to fund the
Special Tas Requirement for Services.
The Maacimum Special Ta~c for Services for Fiscal Year 2007-2008 shall be $251.78 per
Developed Single Family Unit, $125.89 per Developed Multifamily Unit, and $567.02 per
Acre for each Assessor's Parcel ofNon-Residential Property.
On each July 1, commencing July 1, 2008, the Maximum Special Tax for Services shall be
increased by two percent (2.00%) of the amount in effect in the prior Fiscal Yeaz.
2. Duration of the Special Tax for Services
The Special Tax for Services shall be levied in perpetuity to fund the Special Tax
Requirement for Services, unless no longer required as determined at the sole discretion of
the Council.
3. Collecrion of the Special Tax for Services
The Special Tax for Services shall be collected in the same manner and at the same time as
ordinary ad valorem property taxes, provided, however, that CFD No. 2006-9 may collect the
Special Tax for Services at a different time or in a different manner if necessary to meet its
funding requirements.
City oJLake EGsinore November 7, 2006
Community Facili~ies District No. 20069 (Tries[e) Page IS
J. APPEALSAND INTERPRETATIONS
Any landowner or resident who feels that the amount of the Special Tvc levied on their
Assessor's Parcel is in error may submit a written appea( to CFD No. 2006-9. The CFD
Administrator shall review the appeal and if the CFD Administrator concurs, the amount of
the Special Tax levied shall be appropriately modified.
The Council may interpretthis Rate and Method of Apportionment forpurposes ofclarifying
any ambiguity and make determinations relative to the annual administration ofthe Special
Tax and any landowner or resident appeals. Any decision of the Council shall be final and
binding as to all persons.
K:ICL/GNf5215hapoJ/GrouplTriesleVLLIA1Tries(e CFD RMA DsoJt 2.doc
Revised: f 5[/[a
Deleted: la/6/06
D21EtCd:77H0/O6 ~a
City ojLake Elsinore Novem6er 7, 2006
Communiry Faci[ities Distric! No. 2006-9 (Triesfe) Page 16
EXFIIBIT A
CERTIFICATE TO AMEND SPECIAL TAX FOR FACILITIES
CITY OF LAKE ELSINORE AND CFD No. 2006-9 CERTIFICATE
1. Pursuant to Section C of the Rate and Method of Apportionment, the City of Lake Elsinore
("City") and Community Facilities District No. 2006-9 of the City of Lake Elsinore ("CFD No.
2006-9") hereby agree to a reduction in the Assigned Special Tax for Facilities for Developed
Property, and the Backup Special Tax for Facilities attributable to a Final Subdivision within
CFD No. 2006-9:
(a) The information in Table 1 relating to the Assigned Special Taac for Facilities for Developed
Property within CFD No. 2006-9 shall be modified as follows:
~,~~~u~--~.~
L~aind='~s"~ ~~..q. t L 3~ir^~~~~r~
L~£~a~~~~~~
"~ . ~ ~ ~ 3 ~ {~ „ ~S~
~ ~, r. ~ $~ ~
_~~~~~~~
~ , ,-'~'`~-e3~'~ ~~ 5
~~ eaza~"
~~~"s- ,~~K~I7~~C~~~. ~ ~~~itl~ei~ ~
~n~~~re~~ s,~~~ tzesz~:
1 Residential Property More than 2,100 sq. ft. $ per unit
Z Residential Proper[y 1,800 - 2,100 sq. ft. $ per unit
3 Residential Proper[y Less than 1,800 sq. ft. $_ per unit
4 Non-Residential Property NA $_ per Acre
(b) The Backup Special Tax for Facilities attributable to a Final Subdivision within CFD No.
2006-9, as stated in Section C.1.(c), shall be reduced from $31,966 per Acre to $_ per
Acre.
2. The Special Tax for Facilities may only be modified prior to the first issuance of CFD No. 2006-
9 Bonds.
3. Upon execution of the Certificate by the City and CFD No. 2006-9, the Ciry shall cause an
amended notice of Special Taac lien for CFD No. 2006-9 to be recorded reflecting the
modifications set forth herein.
By execution hereof, the undersigned acknowledges, on behalf of the CiTy and CFD No. 2006-9,
receipt of this Certificate and modification ofthe Rate and Method of Apportionment as set forth in
this Certificate.
CITY OF LAKE ELSINORE
By:
CFD Administrator
COMMLJNITY FACI[,TTIES DISTRICT NO. 2006-9
OF Tf~ CITY OF LAKE ELSINORE
By: