2021/01/13 Agreement CFD NO 2015-22021-0022107
Recording Requested By and
When Recorded Mail To:
Spicer Consulting Group
41619 Margarita Road, Ste. 101
Temecula, CA 92591
Attn: Melissa Bellitire
01/13/2021 10:21 AM Fee: $ 62.00
Page 1 of 17
Recorded in official Records
County of Riverside
Peter Aldana
Assessor -County Clerk -Recorder
1111 RV91TRI "ItUffi
This document is exempt from the payment of a
pursuant to Government Code Section 6103.
AMENDMENT NO. 31 TO
NOTICE OF SPECIAL TAX LIEN
COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES)
CITY OF MENIFEE
(ANNEXATION NO. 31)
Pursuant to the requirements of Sections 3114.5 and 3117.5 of the Streets and
Highways Code and Section 53328.3 of the Government Code, the undersigned clerk of the
legislative body of the City of Menifee Community Facilities District No. 2015-2 (Maintenance
Services) ("CFD No. 2015-2"), hereby gives notice that a lien to secure payment of special tax,
which CFD No. 2015-2 is authorized to levy, is hereby imposed on the property described
herein. The special tax secured by this lien is authorized to be levied for the purpose of
providing certain public services as described in that certain Notice of Special Tax Lien
("Original Notice") heretofore recorded in the office of the County Recorder for the County of
Riverside, State of California on May 21, 2015 as Document No. 2015-0212585, the provisions
of which are hereby incorporated by this reference.
This Amendment No. 31 to Notice of Special Tax Lien amends the Original Notice to
add territory to CFD No. 2015-2. The boundaries of the annexed territory are shown on the map
entitled, "Annexation Boundary Map No. 31 Community Facilities District No. 2015-2
(Maintenance Services)" a copy of which was recorded, on April 23, 2020, in Book 85 of Maps
of Assessment and Community Facilities Districts at Page(s) 9, in the office of the Riverside
County Recorder.
The Rate and Method of Apportionment of Special Tax and manner of collection of the
authorized special tax is set forth in Exhibit A attached hereto and incorporated herein by this
reference. Conditions under which the obligation to pay the special tax may be prepaid and
permanently satisfied and the lien of the special tax cancelled are: None.
The special tax is authorized to be levied within the territory annexed to CFD No. 2015-
562
1
2, and the lien of the special tax is a continuing lien which shall secure each annual levy of the
special tax and which shall continue in force and effect until the special tax obligation is prepaid,
permanently satisfied, and canceled in accordance with law or until the special tax ceases to
be levied and a notice of cessation of special tax is recorded in accordance with Section
53330.5 of the Government Code.
Notice is further given that upon the recording of this notice in the office of the County
Recorder of the County of Riverside, the obligation to pay the special tax levy shall become a
lien upon all nonexempt real property within the territory added to CFD No. 2015-2 in
accordance with Section 3115.5 of the Streets and Highway Code.
The name(s) of the owner(s) and the assessor's tax parcel numbers of the real property
added to CFD No. 2015-2, and not exempt from the special tax, are as set forth in Exhibit B
attached hereto and incorporated herein by this reference.
Dated: As of the 1u-t day of (LUM01-a 921.
M
Clerk
of Menifee
2
EXHIBIT A
RATES AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO.2015-2 (MAINTENANCE SERVICES)
OF THE CITY OF MENIFEE
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 Menifee, acting ex officio as the legislative
body of CFD No. 2015-2, by applying the rates 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.
Lli1■0W� 111910N
"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 Tax; 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 Menifee, 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 of 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.
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"Building Square Footage" or "BSF" means the floor area square footage reflected on the original
construction building permit issued forconstruction 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.
"CFD" or "CFD No. 2015-2" means the City of Menifee Community Facilities District No. 2015-2
(Maintenance Services).
"City" has the meaning set forth in the preamble.
"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 1" of any year to and including the following
June 30`".
"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 the Maximum Special Tax, as determined in accordance with Section
C below, that can be levied in any Fiscal Year on any Assessor's Parcel 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 available for rental, but not
purchase, by the general public and under common management.
"Non -Residential Property" 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.
"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,
(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, 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.
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"Residential Unit" or "R/U" 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 that consists of a building
comprised of attached or detached residential units available for purchase or rent by the general
public.
"Special Tax" 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 Requirement.
"Special Tax Requirement" means that amount to be collected in any Fiscal Year to pay for certain
costs as required to meet the needs 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 forthe costs of Services as determined bythe Administrator, and (v) Administrative
Expenses. Under no circumstances shall the Special Tax Requirement include funds for Bonds.
"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
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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 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 in Table 1 below or as included in Appendix A as each Annexation occurs.
For purposes of determining the applicable Maximum Special Tax for Assessor's Parcels of Developed
Property and Approved Property which are classified as Non -Residential Property, all such Assessor's
Parcels shall be assigned the number of Building Square Footage or Acres as shown on the Final Map
as determined by the Administrator. Once the Administrator determines the actual number of
Building Square Footage or Acres for the Assessor's Parcels, the Special Tax levied against the 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 in Table 1 below or as
included in Appendix A as each Annexation occurs.
a. Developed Property
(i) Maximum Special Tax
The Maximum Special Tax for each Assessor's Parcel of Taxable Property is shown in Table 1
is 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 for the Tax Zones annexed and included in Appendix A. The Maximum
Special Tax for Fiscal Year 2015-2016 within Tax Zone 1 is identified in Table 1 below:
TABLE 1
MAXIMUM SPECIAL TAX RATES
DEVELOPED PROPERTY
Tax
Zone
Tract
Land Use Category
Taxable
I Unit
Maximum
Special Tax
1
32277
Single Family Residential Property
I R/U
$819
(ii) Increase in the Maximum Special Tax
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On each July 1, commencing on July 1, 2016 the Maximum Special Tax 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 that can be levied on an Assessor's Parcel shall
be the sum of the Maximum Special Tax 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 Propertv
The Maximum Special Tax for each Assessor's Parcel of Taxable Property is shown in Table 2 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 for the Tax Zone annexed and included in Appendix A. The Maximum Special Tax for Fiscal
Year 2015-2016 within the Tax Zone is identified in Table 2 below:
TABLE 2
MAXIMUM SPECIAL TAX RATES
APPROVED PROPERTY
Tax
Zone
Tract
Land Use Category
Taxable
I Unit
Maximum
Special Tax
1
32277
Single Family Residential Property
I R/U
$819
On each July 1, commencing on July 1, 2016 the Maximum Special Tax 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 Propertv
The Maximum Special Tax for each Assessor's Parcel of Taxable Property is shown in Table 3 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 for the Tax Zone annexed and included in Appendix A. The Maximum Special Tax for Fiscal
Year 2015-2016 within the Tax Zone is identified in Table 3 below:
TABLE 3
MAXIMUM SPECIAL TAX RATES
UNDEVELOPED PROPERTY
Tax Zone
Tracts
Taxable Unit
Maximum Special Tax
1
32277
Acre
$4,246
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On each July 1, commencing on July 1, 2016 the Maximum Special Tax 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
Commencing with Fiscal Year 2015-2016 and for each following Fiscal Year, the Council shall
determine the Special Tax Requirement and shall levy the Special Tax on all Assessor's Parcels of
Taxable Property until the aggregate amount of Special Tax equals the Special Tax Requirement. The
Special Tax shall be levied for each Fiscal Year asfollows:
First: The Special Tax shall be levied Proportionately on all Assessor's Parcels of Developed
Property up to 100%of the applicable Maximum Special Tax to satisfy the Special Tax Requirement;
Second: If additional moneys are needed to satisfy the Special Tax Requirement after the first step
has been completed, the Special Tax shall be levied Proportionately on each Parcel of Approved
Property at up to 100% of the Maximum Special Tax for Approved Property;
Third: If additional monies are needed to satisfy the Special Tax Requirement after the first
two steps has been completed, the Special Tax shall be levied Proportionately on all Assessor's Parcels
of Undeveloped Property up to 100%of the Maximum Special Tax 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.
I:W_11ld-1_1L1
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
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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 FiscalYear(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.
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APPENDIX A
CITY OF MENIFEE
COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES)
COST ESTIMATE
MAINTENANCE SERVICES - The estimate breaks down the costs of providing one year's maintenance
services for Fiscal Year 2020-21. These services are being funded by the levy of Special Tax for CFD No.
2015-2.
TAXZONE31
PM 37289— MAINTENANCE SERVICES
Item
Description
Estimated Cost
1
Landscaping
$2,695
2
Street Lighting
_
$2,250
3
Street Maintenance
$2,904
4
Drainage
$255
5
Administration
Reserves
$885_
6
$526
Total
$9,515
MAXIMUM SPECIAL TAX RATES
FOR SERVICES
Land Use
Category
Taxable
Unit
Maximum
Special Tax
Developed
Acre
$3,703
$3,703
Approved _
Acre
Undeveloped
_
Acre
$3,703
ESCALATION OF MAXIMUM SPECIAL TAXES
On each July 1, commencing on July 1, 2021 the Maximum Special Tax shall increase by i) the percentage
increase in the Consumer Price Index (All Items) for Los Angeles - Riverside - Orange County (1982-84 =
100) since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
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MAXIMUM SPECIAL TAXES ASSIGNED TO EACH TAX ZONE
Annex
No.
Tax
Zone
Fiscal
Year
Tract
Land Use
Category
No. of
Taxable
Units
Taxable
Unit
Maximum
Special
Tax
Subdivider
Original
1
2015-16
32277
Residential
359
R/U
$819
Menifee Heights Inv., LLC
1
2
2016-17
32101
Residential
197
R/U
$715
Diamond Bros. Five Partner LP
2
3
2016-17
PM 33703
Non -Residential
1.89
Acre
$2,140
Menifee Auto Care, LLC
3
4
2016-17
LLA 13-004
Non -Residential
0.93
Acre
$334
Halle Properties
4
5
2016-17
1 PM 34318
Non -Residential
16.35
1 Acre
$290
Menifee Lakes Plaza, LLC
5
6
2018-19
1 TR 31856
Residential
77
R/U
$935
Menifee Land Dev, LLC
6
7
2017-18
29777
Residential
173
R/U
$630
TTLC Talavera, LLC
7
8
2017-18
36788
Residential
30
R/U
$713
Menifee Estates, LLC
8
9
2017-18
36998
Non -Residential
2.00
Acre
$5,867
Foothill Arch, LLC
9
10
2017-18
LLA 10-003
Non -Residential
0.60
Acre
$7,772
Southern Inland Invest, LLC
10
11
2017-18
PM 22233
Non -Residential
1.37
Acre
$883
Ryan Brothers, LLC
11
12
2017-18
34406
Residential
663
R/U
$187
CalAtlantic Group, Inc
12
13
2017-18
36728
Non -Residential
14.04
Acre
$4,979
Stater Bros. Markets
13
14
2017-18
LLA 12-007
Non -Residential
1.14
Acre
$8,762
Newport Road, LP
14
15
2017-18
FOR PAR A,
LLA 10-003
Non -Residential
0.79
Acre
$4,516
Crestview Consolidated Inc.
15
16
To Be Determined
16
17
2017-18
Par t&3of
PM 16197
Non -Residential
3.86
Acre
$1,563
CG Menifee 1, LLC
17
18
2017-18
28206-3 & -F
Residential
127
R/U
$248
McKinley Mosaic, LLC &
Watt Communities at Mosaic, LLC
18
19
2017-18
37102
Residential
21
R/U
$659
Ridgemore Investment, LLC
19
20
2018-19
29835
Residential
514
R/U
$919
Underwood Inv, LLC
20
21
2019-20
TR 32934
Residential
15
R/U
$1,410
Gordan and Shelba Hanshaw
21
22
2018-19
CUP 2016-263
Non -Residential
24.41
Acre
$314 1
Romo RNVS, LLC
22
23
2018-19
CUP 2015-157
Non -Residential
0.80
Acre
$7,691
Cal Cruz, LLC
23
24
2018-19
CUP 2016-124
Non -Residential
3.21
Acre
$4,601
Palmdale Service Station, LP. and
McCall Plaza, LP.
24
25
2018-19
PP 2016-135
Non -Residential
1.81
Acre
$3,302
Haun Professional, LLC
25
26
2018-19
TR 36658
Residential
756
R/U
$788
Cimarron Ridge, LLC
26
--
Not Used
27
27
2019-20
TR 36937
Residential
126
R/U
$356
McLaughlin Apartments, LLC
28
28
2019-20
TR 30812
Residential
29
R/U
$836
Menifee-La Piedra Road 29, LLC
29
29
2019-20
TR 28786,
28791 - 28794
Residential
379
R/U
$583
Pacific Community Builders, Inc
30
30
2019-20
TR 35107
Non -Residential
2.06
Acre
$2,339
Goetz Marketplace, LP
31
31
2020-21
PM 37289
Non -Residential
2.57
Acre
$3,703
Ethanac Road Inv
32
32
2019-20
TR 37566
Non -Residential
5.36
Acre
$1,459
PRP Menifee, LLC
33
33
2019-20
CUP 2016-233
Non -Residential
4.30
Acre
$1,606
Menifee Retail Center
34
34
2019-20
PP 2015-099
Non -Residential
1.05
Acre
$1,206
Newport Road, LP
35
35
2019-20
TPM 37624
Non -Residential
15.81
Acre
$1,429
Heritage Square Menifee, LLC
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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.
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APPENDIX B
CITY OF MENIFEE
COMMUNITY FACILITIES DISTRICT NO.201S-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 cast 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.
A-11
APPENDIX C
CITY OF MENIFEE
COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES)
PROPOSED BOUNDARIES
A-12
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A-14
EXHIBIT B
PROPERTY OWNER NAME(S) AND ASSESSOR PARCEL NUMBER(S)
COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES)
OF THE CITY OF MENIFEE
Landowner
ETHANAC SQUARE, LP
ETHANAC SQUARE, LP
(ANNEXATION NO. 31)
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Assessor's Parcel Number
331-060-034
331-060-035