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16-504 EXHIBIT C COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES) RATE AND METHOD OF APPORTIONMENT 871 City of Menifee 1 Community Facilities District No. 2015-2 (Maintenance Services) 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. 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 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 and for which a building permit for new construction has not been issued on or prior to 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. 872 City of Menifee 2 Community Facilities District No. 2015-2 (Maintenance Services) “Building Square Footage” or “BSF” means the floor area square footage reflected on the original construction building permit issued for construction of a building of Non-Residential Property and any Building Square Footage subsequently added to a building of such Taxable Property after issuance of a building permit for expansion or renovation of such building. “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 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 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 within the same Tax Zone 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. 873 City of Menifee 3 Community Facilities District No. 2015-2 (Maintenance Services) “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 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 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 874 City of Menifee 4 Community Facilities District No. 2015-2 (Maintenance Services) 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 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 for the Tax Zones annexed and included in Appendix A. The Maximum Special Tax for Developed Property 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 Unit Maximum Special Tax 1 32277 Single Family Residential Property R/U $819 (ii) Increase in the Maximum Special Tax 875 City of Menifee 5 Community Facilities District No. 2015-2 (Maintenance Services) 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 Property The Maximum Special Tax 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 for the Tax Zone annexed and included in Appendix A. The Maximum Special Tax for Approved Property for Fiscal Year 2015-2016 within Tax Zone 1 is identified in Table 2 below: TABLE 2 MAXIMUM SPECIAL TAX RATES APPROVED PROPERTY Tax Zone Tract Land Use Category Taxable Unit Maximum Special Tax 1 32277 Single Family Residential Property 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 Property The Maximum Special Tax 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 for the Tax Zone annexed and included in Appendix A. The Maximum Special Tax for Undeveloped Property for Fiscal Year 2015-2016 within Tax Zone 1 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 $4,246 876 City of Menifee 6 Community Facilities District No. 2015-2 (Maintenance Services) 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 for each Tax Zone and shall levy the Special Tax on all Assessor’s Parcels of Taxable Property within each Tax Zone until the aggregate amount of Special Tax equals the Special Tax Requirement for such Tax Zone. The Special Tax shall be levied on each Assessor’s Parcel of Taxable Property with each Tax Zone individually each Fiscal Year as follows: First: The Special Tax 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 Requirement for such Tax Zone; Second: If additional moneys are needed to satisfy the Special Tax Requirement for a Tax Zone after the first step has been completed, the Special Tax shall be levied Proportionately on each Parcel of Approved Property within such Tax Zone at up to 100% of the Maximum Special Tax for Approved Property; Third: If additional monies are needed to satisfy the Special Tax Requirement for a Tax Zone after the first two steps has been completed, the Special Tax shall be levied Proportionately on all Assessor’s Parcels of Undeveloped Property within such Tax Zone 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. 877 City of Menifee 7 Community Facilities District No. 2015-2 (Maintenance Services) 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. 878 City of Menifee 8 Community Facilities District No. 2015-2 (Maintenance Services) APPENDIX A CITY OF MENIFEE COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES) ANNEXATION NO. 7 TAX ZONE 8 Maintenance Services - The estimate breaks down the costs of providing one year's maintenance services for Fiscal Year 2017-2018. These Services are being funded by the levy of Special Taxes for Community Facilities District No. 2015-2. COST ESTIMATE Item Description Estimated Cost 1 Landscaping $2,864 2 Streetlights $3,500 3 Traffic Signals $0 4 Street Maintenance $3,184 5 Drainage $4,709 6 Parks $3,780 7 Trails $203 8 Graffiti $240 9 Administration Expense $924 10 Reserve Fund $1,848 11 Auditor-Controller Fees $144 Total $21,396 MAXIMUM SPECIAL TAXE RATES Land Use Category Taxable Unit Maximum Special Tax Developed R/U $713.19 Approved R/U $713.19 Undeveloped Acre $2,325.63 ESCALATION OF MAXIMUM SPECIAL TAXES On each July 1, commencing July 1, 2018 the Maximum Special Tax rates above 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. 879 City of Menifee 9 Community Facilities District No. 2015-2 (Maintenance Services) COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES) DEVELOPED PROPERTY MAXIMUM SPECIAL TAX RATES BY TAX ZONE Annex No. Tax Zone Fiscal Year Tract Land Use Category No. of Taxable Units Taxable Unit Type 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 Brothers Five Partnership, 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 PM 34318 Non-Residential 16.35 Acre $290 Menifee Lakes Plaza, LLC 5 6 To be Determined 6 7 2017-18 29777 Residential 173 R/U $733 TTLC Talavera, LLC 7 8 2017-18 36788 Residential 30 R/U $713 Menifee Estates, LLC ESCALATION OF MAXIMUM SPECIAL TAXES On each July 1, all Maximum Special Tax rates above 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. 880 City of Menifee 10 Community Facilities District No. 2015-2 (Maintenance Services) APPENDIX B CITY OF MENIFEE COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES) DESCRIPTION OF AUTHORIZED SERVICES The services which may be funded with proceeds of the special tax of CFD No. 2015-2, as provided by Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-ways, public landscaping, public open spaces and other similar landscaped areas officially dedicated for public use. These services including the following: (a) maintenance and lighting of parks, parkways, streets, roads and open space, which maintenance and lighting services may include, without limitation, furnishing of electrical power to street lights; repair and replacement of damaged or inoperative light bulbs, fixtures and standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities; maintenance of public signage; graffiti removal from and maintenance and repair of public structures situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or recreation program equipment or facilities situated on any park; and (b) maintenance and operation of water quality improvements which include storm drainage and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration basins, flood control channels, fossil fuel filters, and similar facilities. Maintenance services may include but is not limited to the repair, removal or replacement of all or part of any of the water quality improvements, fossil fuel filters within the public right-of-way including the removal of petroleum hydrocarbons and other pollutants from water runoff, or appurtenant facilities, clearing of inlets and outlets; erosion repairs; and cleanup to improvements, and other items necessary for the maintenance, servicing; or both of the water quality basin improvements within flood control channel improvements; and (c) public street sweeping, on the segments of the arterials within the boundaries of CFD No. 2015-2; as well as local roads within residential subdivisions located within CFD No. 2015-2; and any portions adjacent to the properties within CFD No. 2015-2; and In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may be expended to pay “Administrative Expenses,” as said term is defined in the Rate and Method of Apportionment. The above services shall be limited to those provided within the boundaries of CFD No. 2015-2 or for the benefit of the properties within the boundaries of CFD No. 2015-2, as the boundary is expanded from time to time by anticipated annexations, and said services may be financed by proceeds of the special tax of CFD No. 2015-2 only to the extent that they are in addition to those provided in the territory of CFD No. 2015-2 before CFD No. 2015-2 was created. 881 City of Menifee 11 Community Facilities District No. 2015-2 (Maintenance Services) APPENDIX C CITY OF MENIFEE COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES) PROPOSED BOUNDARIES 882 SH E E T 1 O F 1 S H E E T W. O . 1 5 - 0 1 5 8 8 TR 3 6 7 8 8 KURT ST LINDALEEDR GARLINGTONST ASCOT WAY GARB A N I R D MORTENS EN C T 36 0 - 2 5 0 - 0 0 9 º TH I S B O U N D A R Y M A P C O R R E C T L Y S H O W S T H E B O U N D A R I E S O F TH E C O M M U N I T Y F A C I L I T I E S D I S T R I C T . F O R D E T A I L S CO N C E R N I N G T H E L I N E S A N D D I M E N S I O N S O F L O T S O R PA R C E L S R E F E R T O T H E C O U N T Y A S S E S S O R ’ S M A P S F O R F I S C A L YE A R 2 0 1 6 - 2 0 1 7 . CO M M U N I T Y F A C I L I T I E S D I S T R I C T N O . 2 0 1 5 - 2 ( M A I N T E N A N C E S E R V I C E S ) CI T Y O F M E N I F E E CO U N T Y O F R I V E R S I D E , S T A T E O F C A L I F O R N I A ² 0 5 0 0 25 0 F e e t LE G E N D PA R C E L L I N E CF D B O U N D A R Y AN N E X A T I O N SIT E ·|}þ79·|}þ74 §¨¦15 §¨¦21 5 VI C I N I T Y M A P (N O T T O S C A L E ) AS S E S S O R P A R C E L N U M B E R XX X - X X X - X X X RE C O R D E D T H I S _ _ _ _ D A Y O F _ _ _ _ _ _ _ _ _ _ _ _ _ _ , 2 0 _ _ _ AT T H E H O U R O F _ _ _ _ O ' C L O C K _ _ M I N B O O K _ _ _ PAG E _ _ _ O F M A P S O F A S S E S S M E N T A N D C O M M U N I T Y FA C I L I T I E S D I S T R I C T S I N T H E O F F I C E O F T H E C O U N T Y RE C O R D E R , I N T H E C O U N T Y O F R I V E R S I D E , S T A T E O F CA L I F O R N I A . FE E : _ _ _ _ _ _ _ _ _ _ _ _ N O . : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ PE T E R A L D A N A , A S S E S S O R , C O U N T Y C L E R K , R E C O R D E R BY : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ D E P U T Y I H E R E B Y C E R T I F Y T H A T T H E W I T H I N M A P S H O W I N G P R O P O S E D BO U N D A R I E S O F C O M M U N I T Y F A C I L I T I E S D I S T R I C T N O . 2 0 1 5 - 2 (M A I N T E N A N C E S E R V I C E S ) , C I T Y O F M E N I F E E , C O U N T Y OF R I V E R S I D E , S T A T E O F C A L I F O R N I A , W A S A P P R O V E D B Y T H E CIT Y C O U N C I L O F T H E C I T Y O F M E N I F E E , A T A R E G U L A R M E E T I N G TH E R E O F , H E L D O N _ _ _ _ _ _ D A Y O F _ _ _ _ _ _ , 2 0 _ _ _ _ _ _ , BY R E S O L U T I O N N O . _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ CIT Y C L E R K CIT Y O F M E N I F E E FI L E D I N T H E O F F I C E O F T H E C I T Y C L E R K , C I T Y O F ME N I F E E , T H I S _ _ _ _ D A Y O F _ _ _ _ _ _ _ , 2 0 _ _ . __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ CIT Y C L E R K CIT Y O F M E N I F E E AN N E X A T I O N B O U N D A R Y M A P N O . 7 TA X Z O N E X 883 EXHIBIT D PROPOSED ANNEXATION BOUNDARY MAP NO. 7 884 SH E E T 1 O F 1 S H E E T W. O . 1 5 - 0 1 5 8 8 TR 3 6 7 8 8 KURT ST LINDALEEDR GARLINGTONST ASCOT WAY GARB A N I R D MORTENS EN C T 36 0 - 2 5 0 - 0 0 9 º TH I S B O U N D A R Y M A P C O R R E C T L Y S H O W S T H E B O U N D A R I E S O F TH E C O M M U N I T Y F A C I L I T I E S D I S T R I C T . F O R D E T A I L S CO N C E R N I N G T H E L I N E S A N D D I M E N S I O N S O F L O T S O R PA R C E L S R E F E R T O T H E C O U N T Y A S S E S S O R ’ S M A P S F O R F I S C A L YE A R 2 0 1 6 - 2 0 1 7 . CO M M U N I T Y F A C I L I T I E S D I S T R I C T N O . 2 0 1 5 - 2 ( M A I N T E N A N C E S E R V I C E S ) CI T Y O F M E N I F E E CO U N T Y O F R I V E R S I D E , S T A T E O F C A L I F O R N I A ² 0 5 0 0 25 0 F e e t LE G E N D PA R C E L L I N E CF D B O U N D A R Y AN N E X A T I O N SIT E ·|}þ79·|}þ74 §¨¦15 §¨¦21 5 VI C I N I T Y M A P (N O T T O S C A L E ) AS S E S S O R P A R C E L N U M B E R XX X - X X X - X X X RE C O R D E D T H I S _ _ _ _ D A Y O F _ _ _ _ _ _ _ _ _ _ _ _ _ _ , 2 0 _ _ _ AT T H E H O U R O F _ _ _ _ O ' C L O C K _ _ M I N B O O K _ _ _ PAG E _ _ _ O F M A P S O F A S S E S S M E N T A N D C O M M U N I T Y FA C I L I T I E S D I S T R I C T S I N T H E O F F I C E O F T H E C O U N T Y RE C O R D E R , I N T H E C O U N T Y O F R I V E R S I D E , S T A T E O F CA L I F O R N I A . FE E : _ _ _ _ _ _ _ _ _ _ _ _ N O . : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ PE T E R A L D A N A , A S S E S S O R , C O U N T Y C L E R K , R E C O R D E R BY : _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ D E P U T Y I H E R E B Y C E R T I F Y T H A T T H E W I T H I N M A P S H O W I N G P R O P O S E D BO U N D A R I E S O F C O M M U N I T Y F A C I L I T I E S D I S T R I C T N O . 2 0 1 5 - 2 (M A I N T E N A N C E S E R V I C E S ) , C I T Y O F M E N I F E E , C O U N T Y OF R I V E R S I D E , S T A T E O F C A L I F O R N I A , W A S A P P R O V E D B Y T H E CIT Y C O U N C I L O F T H E C I T Y O F M E N I F E E , A T A R E G U L A R M E E T I N G TH E R E O F , H E L D O N _ _ _ _ _ _ D A Y O F _ _ _ _ _ _ , 2 0 _ _ _ _ _ _ , BY R E S O L U T I O N N O . _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ CIT Y C L E R K CIT Y O F M E N I F E E FI L E D I N T H E O F F I C E O F T H E C I T Y C L E R K , C I T Y O F ME N I F E E , T H I S _ _ _ _ D A Y O F _ _ _ _ _ _ _ , 2 0 _ _ . __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ CIT Y C L E R K CIT Y O F M E N I F E E AN N E X A T I O N B O U N D A R Y M A P N O . 7 TA X Z O N E X 885 EXHIBIT E PETITION, WAIVER AND CONSENT FOR ANNEXATION 886 887 888 889 LEGAL DESCRIPTION FOR CFD NO. 2015-‐2 ANNEXATION TRACT NO. 36788 IN THE CITY OF MENIFEE, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA THAT CERTAIN REAL PROPERTY IN THE SOUTHEAST QUARTER OF THE SOUTHWEST QUARTER OF SECTION 10, TOWNSHIP 6 SOUTH, RANGE 3 WEST, SAN BERNARDINO BASE AND MERIDIAN, IN THE CITY OF MENIFEE, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA, DESCRIBED AS FOLLOWS: BEGINNING AT THE SOUTHWEST CORNER OF THE SOUTHEAST QUARTER OF THE SOUTHWEST QUARTER OF SAID SECTION, SAID POINT BEING A 1 INCH IRON PIPE TAGGED L.S. 3698, AS SHOWN BY PARCEL MAP 10490, RECORDED IN BOOK 48, PAGE 44, OF PARCEL MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY; THENCE NORTH 0° 35' 50" EAST, 658.29 FEET ALONG THE WESTERLY LINE OF SAID SOUTHEAST QUARTER; THENCE SOUTH 89° 42' 38" EAST, 660.67 FEET; THENCE SOUTH 0° 39' 26" WEST, 658.22 FEET TO A POINT, AS SHOWN BY PARCEL MAP 10490 RECORDED IN BOOK 48, PAGE 44, OF PARCEL MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY, SAID POINT BEING ON THE SOUTH LINE OF SAID SECTION; THENCE NORTH 89° 42' 58" WEST, 659.98 FEET ALONG THE SOUTH LINE OF SAID SECTION TO THE SOUTHWEST CORNER OF SAID SOUTHEAST QUARTER; EXCEPTING THEREFROM THAT PORTION OF GARBANI ROAD, AS CONVEYED TO THE COUNTY OF RIVERSIDE BY DEED RECORDED NOVEMBER 29, 1978 AS INSTRUMENT NO. 250565, OF OFFICIAL RECORDS. SAID LEGAL DESCRIPTION IS PURSUANT TO THE CERTIFICATE OF COMPLIANCE AND WAIVER OF PARCEL MAP NO. 614 RECORDED FEBRUARY 1, 1979 AS INSTRUMENT NO. 23206, OF OFFICIAL RECORDS. 890 891 EXHIBIT F NOTICE OF PUBLIC HEARING 892 NOTICE OF PUBLIC HEARING ON RESOLUTION OF INTENTION TO ANNEX TERRITORY TO AN EXISTING COMMUNITY FACILITIES DISTRICT NOTICE IS HEREBY GIVEN that the City Council of the City of Menifee on June 15, 2016, adopted its Resolution No. 16-504, 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, Wednesday, August 3, 2016 in the City Council Chambers located at 29714 Haun Road, Menifee, California 92586, as the time and place when and where the City Council will conduct a public hearing regarding the annexation 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. DATED: ____________, 2016 _________________________________________ City Clerk of the City of Menifee PUB: ____________, 2016 893 EXHIBIT G SPECIAL ELECTION BALLOT 894 CITY OF MENIFEE COUNTY OF RIVERSIDE, STATE OF CALIFORNIA ANNEXATION OF TERRITORY TO COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES) IMPORTANT OFFICIAL PROPERTY OWNER SPECIAL ELECTION BALLOT (Mailed-Ballot Election) This ballot is for the use of the authorized representative of the following owner of land within Annexation No. 7 of the Community Facilities District No. 2015-2 (Maintenance Services) (“CFD No. 2015-2”): Name of Landowner Number of Acres Owned Total Votes Menifee Estates, LLC 9.2 10 According to the provisions of the Mello-Roos Community Facilities Act of 1982, and resolutions of the City Council (the “Council”) of the City of Menifee (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 Menifee, County of Riverside, State of California. Please advise the City Clerk, at (951) 672-6777 if the landowner name set forth above or 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 July 20, 2016, 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 5:00 p.m. on August 3, 2016, at the Clerk’s office at 29714 Haun Road, City of Menifee, CA 92586. However delivered, this ballot must be received by the Clerk prior to the close of the public hearing on August 3, 2016. Very truly yours, Sarah Manwaring City Clerk City of Menifee 895 TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE. OFFICIAL SPECIAL TAX BALLOT Name & Address of Property Owner: Assessor’s Parcel Number(s): Menifee Estates, LLC 3595-1 Inland Empire Blvd, Suite 1100 Ontario, CA 91764 360-250-009 ANNEXATION OF TERRITORY TO COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES) ANNEXATION NO. 7 AN “X” OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT SPECIAL TAX BALLOT MEASURE MARK “YES” OR “NO” WITH AN “X”: Shall the City Council of the City of Menifee be authorized to levy a special tax on an annual basis at the rates and apportioned as described in Exhibit C of the Resolution Declaring its Intention to Annex Territory to Community Facilities District No. 2015-2 (Maintenance Services) adopted by the City Council on June 15, 2016 (the “Resolution”), which is incorporated herein by this reference, within the territory identified on the map entitled “Annexation Boundary Map No. 7 of Community Facilities District No. 2015-2 (Maintenance Services) City of Menifee” to finance certain services as set forth in Section 4 to the Resolution (including incidental expenses), and shall an appropriation limit be established for the 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 ________________, 2016. Menifee Estates, LLC A California Corporation Signature Print Name Title 896 897 898 899 900 901 902 903 904 905 City of Menifee Member #92786 906 www.nixon-egli.com SO. CALIFORNIA: 2044 South Vineyard Avenue, Ontario, CA 91761 • (909) 930-1822 • FAX (909) 923-2356 NO. CALIFORNIA: 800 East Grant Line Road, Tracy, CA 95376 • (209) 830-8600 • FAX (209) 830-8884 May 20, 2016 City of Menifee 29714 Haun Road Menifee, CA 92586 Attention: Allen Yun Reference: Budgetary Quote for PB Loader BC-3 Patch Unit NJPA Contract No. 113012 Dear Mr. Yun, We are pleased to quote you One (1) New PB Loader Model BC-1.8 patch unit, Mounted on a 2017 Ford Diesel Chassis, Model F550, and equipped as follows: Chassis  6.7L Diesel engine  Automatic transmission  AM/FM radio  A/C & Heater/Defroster  GVWR: 19,500lbs Budget Price: $49,950.00 Patch Truck  Model PB BC-1.8 (1.8 cubic yard) with radiant heater  Model BH-45-10 emulsion spray unit  Kevlar belt conveyor  Shoveling apron  25 gallon LPG tank  Hand torch  Tool basket  Compactor lift platform – Hydraulic  Safety lighting package, Whelen LED arrowboard, Four 500 series LED flashers & One strobe beacon  Solvent pump & wand  Air blow gun with 25’ hose  Hose reel – 3/8” x 25’ for solvent/air/torch  Hose reel – ½” x 25’ for emulsion  Cab controls (Cable)  Lockable Tool box  Mini Spoils bin  (2) Thermometers 0-300  Frame mounted cone holder (male)  8 gal. poly water tank with 10’ hose & spigot  (4) Dual spring asphalt lute holders  Electric compressor  Sand Bin  Compactor plate – Wacker WP1550AW Honda Budget Price: $73,056.00 907 www.nixon-egli.com SO. CALIFORNIA: 2044 South Vineyard Avenue, Ontario, CA 91761 • (909) 930-1822 • FAX (909) 923-2356 NO. CALIFORNIA: 800 East Grant Line Road, Tracy, CA 95376 • (209) 830-8600 • FAX (209) 830-8884 Budget Price: $123,006.00 8.00% Sales Tax: $ 9,840.00 Total Budget Price w/Tax: $132,846.00 The above price(s) are valid for 30 days and are plus all applicable tax. Thank you for the opportunity to quote on your equipment needs. Should you have any further questions, please feel free to contact me. Sincerely, NIXON-EGLI EQUIPMENT CO. Gavin Singleton Gavin Singleton Area Representative 908 909