HomeMy WebLinkAbout03-03 TPFA Resolution RESOLUTION NO. TPFA 03-03
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA PUBLIC FINANCING AUTHORITY DECLARING ITS
INTENTION TO ESTABLISH A COMMUNITY FACILITIES
DISTRICT AND TO AUTHORIZE THE LEVY OF SPECIAL
TAXES THEREIN - WOLF CREEK
WHEREAS, under the Mello-Roos Community Facilities Act of 1982, constituting
Section 53311 et seq. of the California Government Code (the "Law"), this Board of Directors
may commence proceedings for the establishment of a community facilities district; and
WHEREAS, there have been submitted to this Board of Directors a Petition (Including
Waiver) of S-P Murdy, LLC (the "Petition"), requesting the formation by this Board of Directors
of a community facilities district under the Law to be known as the Temecula Public Financing
Authority Community Facilities District No. 01-3 (Wolf Creek) (the "District"); and
WHEREAS, under the Law, this Board of Directors is the legislative body for the
proposed District and is empowered with the authority to establish the District and levy special
taxes within the District; and
WHEREAS, this Board of Directors now desires to proceed with the actions necessary
to consider the establishment of the District.
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the Temecula
Public Financing Authority as follows:
Section 1. This Board of Directors proposes to begin the proceedings necessary to
establish the District pursuant to the Law. Receipt of the Petition to form the District is hereby
acknowledged.
Section 2. The name proposed for the District is Temecula Public Financing Authority
Community Facilities District No. 01-3 (Wolf Creek).
Section 3. The proposed boundaries of the District are as shown on the map of the
District on file with the Secretary, which boundaries are hereby preliminarily approved. The
Secretary is hereby directed to record, or cause to be recorded, the map of the boundaries of
the District in the office of the County Recorder as soon as practicable after the adoption of this
Resolution.
Section 4. The types of public facilities (the "Facilities") and the maintenance services
(the "Services") proposed to be eligible for funding by the District and pursuant to the Law shall
consist of those items listed on Exhibit A hereto under the headings "Facilities" and "Services,"
respectively, which Exhibit is by this reference incorporated herein.
The Executive Director is hereby authorized and directed to enter into a joint community
facilities agreement with the City of Temecula, the Riverside County Flood Control and Water
Conservation District and any other public entity that will own and/or operate any of the
Facilities or provide such Services, such agreements to be in a form provided by Bond Counsel.
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Section 5. Except to the extent that funds are otherwise available to the District to pay
for the Facilities and the Services and/or pay the principal and interest as it becomes due on
bonds of the District issued to pay for the Facilities and the Services, a special tax sufficient to
pay the costs thereof, secured by recordation of a continuing lien against all non-exempt real
property in the District, will be levied within the District and collected in the same manner as
ordinary ad valorem property taxes or in such other manner as this Board of Directors or its
designee shall determine, including direct billing of the affected property owners. The proposed
rate and method of apportionment of the special tax among the parcels of real property within
the District, in sufficient detail to allow each landowner within the proposed District to estimate
the maximum amount such owner will have to pay, and which specifies the tax year after which
no further special tax will be levied on land used for private residential purposes and which
otherwise complies with applicable provisions of the Law is described in Exhibit B attached
hereto which Exhibit is by this reference incorporated herein.
This Board of Directors finds that the provisions of Section 53313.6, 53313.7 and
53313.9 of the California Government Code (relating to adjustments to ad valorem property
taxes and schools financed by a community facilities district) are inapplicable to the District.
Section 6. It is the intention of this Board of Directors, acting as the legislative body for
the District, to cause bonds of the Authority to be issued for the District pursuant to the Law to
finance a portion of the costs of the Facilities and the Services. If so issued, the bonds shall be
in the aggregate principal amount of not to exceed $25,000,000, shall bear interest payable
semi-annually or in such other manner as this Board of Directors shall determine, at a rate not
to exceed the maximum rate of interest as may be authorized by applicable law at the time of
sale of such bonds, and shall mature not to exceed 40 years from the date of the issuance
thereof.
Section 7. This Board of Directors reserves to itself the right and authority to allow any
interested owner of property in the District, subject to the provisions of Section 53344.1 of the
California Government Code and such requirements as it may otherwise impose, and any
applicable prepayment penalties as prescribed in the indenture or fiscal agent agreement for
any bonds of the Authority for the District, to tender to the Treasurer of the Authority in full
payment or part payment of any installment of 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, in the manner described in Section 53344.1 of the California
Government Code.
Section 8. The levy of said proposed special tax shall be subject to the approval of the
qualified electors of the District at a special election. The proposed voting procedure shall be
by mailed or hand-delivered ballot among the landowners in the proposed District, with each
owner having one vote for each acre or portion of an acre of land such owner owns in the
District.
Section 9. Except as may otherwise be provided by law or the rate and method of
apportionment of the special tax for the District, all lands owned by any public entity, including
the United States, the State of California and/or the City of Temecula, or any departments or
political subdivisions of any thereof, shall be omitted from the levy of the special tax to be made
to cover the costs and expenses of the Facilities and the Services, the issuance of bonds by the
Authority for the District and any expenses of the District.
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Section 10. The Director of Public Works of the City of Temecula is hereby directed to
study said proposed Facilities and Services and to make, or cause to be made, and file with the
Secretary a report in writing, presenting the following:
(a) A brief description of the Facilities and the Services.
(b) An estimate of the fair and reasonable cost of providing the Facilities and the
Services, including the incidental expenses in connection therewith, including the costs of the
proposed bond financing, any Authority or City of Temecula administrative costs and all other
related costs.
Said report shall be made a part of the record of the public hearing provided for below.
Section 11. Tuesday, April 22, 2003, at 7:00 p.m. or as soon thereafter as the matter
may be heard, in the regular meeting place of this Board of Directors, City Council Chambers,
Temecula City Hall, 43200 Business Park Drive, Temecula, California, be, and the same are
hereby appointed and fixed as the time and place when and where this Board of Directors, as
legislative body for the District, will conduct a public hearing on the establishment of the District
and consider and finally determine whether the public interest, convenience and necessity
require the formation of the District and the levy of said special tax.
Section 12. The Secretary is hereby directed to cause notice of said public hearing to
be given by publication one time in a newspaper published in the area of the District. The
publication of said notice shall be completed at least seven days before the date herein set for
said hearing. Said notice shall be substantially in the form of Exhibit C hereto.
Section 13. The firms of Fieldman, Rolapp & Associates, Albert A. Webb Associates,
Stone & Youngberg LLC, Stephen G. White, MAI, Quint & Thimmig LLP and McFarlin &
Anderson are hereby designated as financial advisor, special tax consultant, underwriter,
appraiser, bond counsel and disclosure counsel, respectively, to the Authority for the District.
The Executive Director is hereby authorized to execute agreements with said firms for their
services related to the District provided that all fees and expenses of such firms are payable
solely from deposits by the landowners in the District or the proceeds of the bonds, if any,
issued by the Authority for the District.
Section 14. On January 23, 2001, the City Council of the City of Temecula approved
the Wolf Creek Project and specifically adopted Resolution No. 01-11 making certain findings
with respect to the approval and certification of an Environmental Impact Report for the Project
('~/Volf Creek EIR"). The Wolf Creek Project was challenged in litigation which resulted in an
appellate decision in favor of the City upholding the Project. Ail of the public improvements
which are to be funded under the proposed Temecula Public Financing Authority Community
Facilities District No. 01-03 (Wolf Creek) were described, evaluated and studied as part of the
Wolf Creek EIR and Council Resolution No. 01-11. No significant changes have occurred with
respect to the project or the environment which require further study or which render invalid the
conclusions and findings of the Wolf Creek EIR. No facts exist upon which any findings
pursuant to Sections15162, 15263 or 15265 of the State CEQA Guidelines could be based to
require the preparation of a subsequent EIR, supplemental EIR or addendum to an EIR.
Therefore, the Board of Directors hereby determines that the contemplated formation of a
community facilities district and the issuance of community facilities district special tax bonds
involving the Authority and the District, in accordance with Section 15061(b) of the California
Environmental Quality Act (CEQA) Guidelines is not a "Project" as defined in Section 15378 of
the CEQA Guidelines, and is therefore exempt from the requirements of CEQA. Pursuant to
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CEQA Guidelines Sections 15061(d) and 15062, the Secretary is hereby directed to cause a
Notice of Exemption to be prepared, executed and filed in regard to the foregoing
determination.
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Section 15. This Resolution shall take effect upon its adoption.
PASSED, APPROVED AND ADOPTED by the Board of Directors of the Temecula
Public Financing Authority at a meeting held on the 18th day of March, 2003.
A']-FEST:. -_
/:'
~k/A~l(~rity Secr~ _ary
STATE OF-CALIFC~RNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Susan Jones, Secretary of the Temecula Public Financing Authority, HEREBY DO
CERTIFY that the foregoing Resolution No. TPFA 03-03 was duly adopted at a special meeting
of the Board of Directors of the Temecula Public Financing Authority on the 18th day of March,
2003, by the following vote:
AYES: 5 BOARDMEMBERS: Comerchero, Naggar, Pratt, Stone, Roberts
NOES: 0 BOARDMEMBERS: None
ABSENT: 0 BOARDMEMBERS: None
ABSTAIN: 0 BOARDMEMBERS: None
Cit¥~ity Secretary
R:/TPFA Resos 2003/'rPFA Resos 03-03 5
EXHIBIT A
TEMECULA PUBLIC FINANCING AUTHORITY
COMMUNITY FACILITIES DISTRICT NO. 01-3
(WOLF CREEK)
DESCRIPTION OF FACILITIES AND SERVICES TO BE FUNDED BY THE DISTRICT
FACI LITI ES
The CFD may finance all or a portion of the costs of the following:
1. Loma Linda Storm Drain
Construct Loma Linda storm drain from Pechanga Parkway to "A" Street a distance of
approximately 2020 feet including pipe, manholes, catch basins laterals and other
appurtenant improvements necessary to complete the Loma Linda Storm Drain.
2. Wolf Valley Road
Construct Wolf Valley Road from Pechanga Parkway to the northeasterly city limits of
the City of Temecula, a distance of approximately 3510 feet including grading, paving,
landscaping, storm drains, curb and gutter, sidewalks, streetlights and other
appurtenant improvements necessary to complete Wolf Valley Road.
3. "A" Street
Construct "A" Street from Loma Linda Road to Interior Loop Road - North, a. distance of
approximately 1480 feet including grading, paving, landscaping, storm drains., curb and
gutter, sidewalks, streetlights and other appurtenant improvements necessary to
complete "A" Street.
4. Interior Loop Road - North
Construct Interior Loop Road - North from Wolf Valley Road to Pechanga Parkway, a
distance of approximately 3700 feet including grading, paving, landscaping, storm
drains, curb and gutter, sidewalks, streetlights and other appurtenant improvements
necessary to complete Interior Loop Road - North.
5. Interior Loop Road - South
Construct Interior Loop Road - South from Pechanga Parkway to Wolf Valley Road, a
distance of approximately 4660 feet including grading, paving, landscaping, storm
drains, curb and gutter, sidewalks, streetlights and other appurtenant improvements
necessary to construct Interior Loop Road - South.
6. Linear Park and Nodes
Construct Linear Park and three Nodes adjacent to Interior Loop Road - North and
Interior Loop Road - South through the entire limits of the Wolf Creek project including
grading, landscaping, walkways and other appurtenant improvements necessary to
Construct the Linear Park and Nodes.
A-1
7. Six-Acre Neiqhborhood Park Plannin.q Area No. II
Construct the Six-Acre Neighborhood Park at the northeast intersection of Wolf Valley
Road and Interior Loop Road - North including grading, landscaping, walkways,
equipment and other appurtenant improvements necessary to construct the Six-Acre
Neighborhood Park.
8. Wolf Creek Fire Station
Construction of a fire station located at the southeast corner of Wolf Valley Road and
Interior Loop Road - South.
9. Pechan.qa Parkway
Construction of Pechanga Parkway between State Route 79 - South and Deer Hollow
Way including grading, paving, storm drains, curb and gutter, sidewalk, soundwalls and
other appurtenant improvements necessary to complete construction of Pechanga
Parkway.
10. Sports Park Improvements
Acquisition and installation of artificial turf and appurtenances for the Temecula Sports
Complex.
11. Public Art
Acquisition, construction and installation of art work in public facilities and on public land
within the City of Temecula.
The Facilities shall include the acquisition of right-of-way, the costs of design,
engineering and planning, the costs of any environmental or traffic studies, surveys or other
reports, the cost of any required environmental mitigation and any required noise mitigation
measures, landscaping and irrigation, soils testing, permits, plan check and inspection fees,
insurance, legal and related overhead costs, coordination and supervision and any other costs
or appurtenances related to any of the foregoing.
SERVICES
Maintenance of a drainage channel identified in the Wolf Creek Specific Plan adopted
by the City Council of the City on January 23, 2001, including but not limited to salaries of City
staff related to and a proportionate share of City overhead costs in connection with providing
such services.
OTHER
The CFD may also finance any of the following:
1. Bond related expenses, including underwriter's discount, reserve fund, capitalized
interest, bond and disclosure counsel and all other incidental expenses.
2. Administrative fees of the Authority, the City of Temecula and the bond trustee or
fiscal agent related to the CFD and any bonded indebtedness of the CFD.
A-2
3. Reimbursement of costs related to the formation of the CFD advanced by the
Authority, the City or any related entity, or any landowner or developer within the CFD, as well
as reimbursement of any costs advanced by the Authority or any related entity, or any
landowner or developer within the CFD, for facilities, fees or other purposes or costs of the
CFD.
A-3
EXHIBIT B
TEMECULA PUBLIC FINANCING AUTHORITY
COMMUNITY FACILITIES DISTRICT NO. 01-3
(WOLF CREEK)
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
A Special Tax shall be levied and collected on all Taxable Property located within the
boundaries of the Temecula Public Financing Authority Community Facilities District No. 01-3
(Wolf Creek), ("CFD'). The amount of Special Tax to be levied in each Fiscal Year,
commencing in Fiscal Year 2003-2004 on a Parcel shall be determined by the Board of
Directors of the Temecula Public Financing Authority or its designee, acting in its capacity as
the legislative body of the CFD by applying the appropriate Special Tax as set forth in Sections
B., C., and D., below. All of the real property within the CFD, unless exempted by law or by the
provisions in Section E., shall be taxed for the purposes, to the extent and in the manner herein
provided.
A. DEFINITIONS
The terms hereinafter set forth have the following meanings:
"Acre or Acreage" means the land area of a Parcel as shown on an Assessor's Parcel
Map, or if the land area is not shown on an Assessor's Parcel Map, the land area shown on
the applicable final map, parcel map, condominium plan, or other similar recorded County
instrument.
"Act" means the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter
2.5, Part I of Division 2 of Title 5 of the California Government Code of the State of
California.
"Administrative Expenses" the actual or reasonably estimated costs directly related to the
administration of the CFD, including but not limited to: the costs of computing the Special
Taxes and of preparing the annual Special Tax collection schedules (whether by the CFD
Administrator or designee thereof or both); the costs of collecting the Special Taxes
(whether by the Authority, County, City, or otherwise); the costs of remitting the Special
Taxes to the trustee for any Bonds; the costs of commencing and pursuing to completion
any foreclosure action arising from delinquent Special Taxes; the costs of the Trustee
(including its legal counsel) in the discharge of the duties required of it under any Indenture;
the costs of the Authority, City or designee in complying with arbitrage rebate and disclosure
requirements of applicable federal and State securities laws, the Act and the California
Government Code, including property owner inquiries regarding the Special Taxes; the
costs associated with the release of funds from any escrow account; the costs of the
Authority, City or designee related to an appeal of the Special Tax; and an allocable share
of the salaries of the City staff and City overhead expense directly relating to the foregoing.
Administrative Expenses shall also include amounts advanced by the City or the Authority
for any administrative purposes of the CFD.
B-1
"Approved Property" means for any Fiscal Year, all Parcels of Taxable Property: (i) that
are included in a Final Map that was recorded prior to the January 1st preceding the Fiscal
Year in which the Special Tax is being levied, and (ii) for which a building permit was not
issued prior to the April Ist preceding the Fiscal Year in which the Special Tax is being
levied.
"Assessor's Parcel Map" means an official map of the County designating parcels by a
parcel number.
"Assigned Special Tax" means each Land Use Category of Developed Property, as
determined in accordance with Section C., below.
"Authority" means the Temecula Public Financing Authority.
"Backup Special Tax" means the Special Tax A applicable to each Parcel of Developed
Property, as determine in accordance with Section C.1 .b. below.
"Board of Directors" means the Board of Directors of the Authority, acting as the
legislative body of the CFD.
"Bonds" means any bonds or other indebtedness (as defined in the Act) issued by the CFD
and secured by the levy of Special Taxes.
"CFD" means Community Facilities District No. 01-3 (Wolf Creek) of the Authority
established pursuant to the Act.
"CFD Administrator" means the Finance Director of the City, or designee thereof,
responsible for determining the Special Tax Requirement and various other amounts
described herein and for providing for the levy and collection of the Special Taxes.
"City" means the City of Temecula.
"County" means the County of Riverside.
"Developed Property" means all Parcels of Taxable Property, not categorized as
Approved Property, Undeveloped Property, Public Property and/or Property Owner's
Association Property that are not Exempt Property pursuant to the provisions of Section E.,
below: (i) that are included in a Final Map that was recorded prior to January Ist preceding
the Fiscal Year in which the Special Tax is being levied and (ii) a building permit for new
construction has been issued prior to April 1st preceding the Fiscal Year in which the Special
Tax is being levied.
"Exempt Property" means any Parcel, which is exempt from Special Taxes pursuant to
Section E., below.
"Final Map" means a subdivision of property evidenced by the 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 the 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.
B-2
"Fiscal Year" means the period starting on July 1st and ending on the following June 30th.
"Flood Control Channel" means approximately 23.7 acres of channel located within the
Wolf Creek Specific Plan No. 12 approved on January 23, 2001.
"indenture" means the indenture, trust agreement, fiscal agent agreement, resolution or
other instrument pursuant to which Bonds are issued, as modified, amended and/or
supplemented from time to time, and any instrument replacing or supplementing the same.
"Land Use Category" means any of the categories listed in Table 1.
"Maximum Special Tax" means the Maximum Special Tax A and Maximum Special Tax B.
"Maximum Special Tax A" means the maximum amount of Special Tax A, determined in
accordance with Section C. below, that can be levied in any Fiscal Year on any Pamel to
satisfy the Special Tax A Requirement.
"Maximum Special Tax B" means the maximum amount of Special Tax B, determined in
accordance with Section C. below, that can be levied in any Fiscal Year on any Parcel to
satisfy the Special Tax B Requirement.
"Multifamily Residential Property" means any 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.
"Multiple Land Use Property" means any Developed Property containing more than one
Land Use Category (e.g. one structure containing Non-Residential Property on the ground
floor and Residential Property on the 2nd floor).
"Non-Residential Floor Area" means all of the square footage within the perimeter of all
structures on a Parcel used in part for non-residential purposes, measured from outside wall
to outside wall, exclusive of overhangs, porches, patios, carports, or similar spaces attached
to the building but generally open on at least two sides, as determined by reference to the
building permit(s) issued for said Parcel, or if these are not available, as otherwise
determined by the CFD Administrator. Once such determination has been made for a
Parcel, it shall remain fixed in all future Fiscal Years.
"Non-Residential Property" means all Parcels of Developed Property for which a building
permit was issued for any type of non-residential use.
"Parcel(s)" means a lot or parcel shown on an Assessor's Parcel Map with an assigned
parcel number as of January 1st preceding the Fiscal Year for which the Special Tax is
being levied.
"Property Owner's Association Property" means any property within the boundary of the
CFD, which, as of January 1st of the preceding Fiscal Year for which the Special Tax is
being levied has been conveyed, dedicated to, or irrevocably dedicated to a property owner
association, including any master or sub-association.
"Proportionately" means for Developed Property that the ratio of the actual Special Tax
levy to the Assigned Special Tax or Backup Special Tax is the same for all Parcels of
B-3
Developed Property and for Approved Property, Undeveloped Property, Public Property
and/or Property Owners Association Property that is not Exempt Property pursuant to
Section E., that the ratio of actual Special Tax levy per Acre to the Maximum Special Tax
per Acre is the same for all such Parcels.
"Public Property" means any property within the boundary of the CFD which, as of
January 1st of the preceding Fiscal Year for which the Special Tax is being levied is used for
rights-of-way or any other purpose and is owned by, dedicated to, or irrevocably offered for
dedication to the federal government, the State of California, the County, City or any other
local jurisdiction, provided, however, that any property 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 within the perimeter of a
residential structure, not including any carport, walkway, garage, overhang, patio, enclosed
patio, or similar area. The determination of Residential Floor Area shall be made by the
CFD Administrator with reference to the building permit(s) issued for such Assessor's
Parcel or other appropriate means selected by the CFD Administrator. Once such
determination has been made for a parcel, it shall remain fixed in all future Fiscal Years.
"Residential Property" means all Parcels of Developed Property for which a building
permit has been issued for purposes of constructing one or more residential dwelling units.
"Special Tax(es)" means Special Tax A or Special Tax B.
"Special Tax A" means the Special Tax to be levied in each Fiscal Year on each Parcel of
Developed Property, Approved Property, Undeveloped Property, Property Owner
Association Property and Public Property that is not Exempt Property pursuant to the
provisions in Section E., to fund the Special Tax A Requirement, and shall include Special
Taxes levied or to be levied under Sections D., below.
"Special Tax B" means the Special Tax to be levied in each Fiscal Year on each Parcel of
Developed Property, Approved Property, Undeveloped Property, Property Owner
Association Property and Public Property that is not Exempt Property pursuant to the
provisions in Section E., to fund the Special Tax B Requirement, and shall include Special
Taxes levied or to be levied under Sections D., below.
"Special Tax A Requirement" means that amount required in any Fiscal Year to pay: (i)
annual debt service on all outstanding Bonds due in the calendar year which commences in
such Fiscal Year; (ii) periodic costs on the Bonds, including but not limited to, credit
enhancement and rebate payments on the Bonds; (iii) Administrative Expenses; (iv) an
amount equal to any anticipated shortfall due to Special Tax A delinquency in the prior
Fiscal Year; and (v) any amounts required to establish or replenish any reserve funds for
the outstanding Bonds; less (vi) a credit for funds available to reduce the annual Special
Tax A levy as determined pursuant to the Indenture.
"Special Tax B Requirement" means that amount required in any Fiscal Year to pay the
estimated costs of providing services, including the salaries of City staff related to and a
proportionate share of City overhead costs, for the maintenance of the Flood Control
Channel in an amount not to exceed $100,000 for Fiscal Year 2003-2004, increasing by 2%
each Fiscal Year there after.
B-4
"Taxable Property" means all Parcels in the CFD which are not exempt from the Special
Tax pursuant to law or Section E., below.
"Total Floor Area" means for any Pamel identified as Multiple Land Use Property pursuant
to Section C.1 .c., below, the sum of the Residential Floor Area and Non-Residential Floor
Area.
"Undeveloped Property" means all Taxable Property not classified as Developed
Property, Approved Property, Public Property and/or Property Owner's Association Property
that is not Exempt Property pursuant to the provisions of Section E.
B. ASSIGNMENT TO LAND USE CATEGORY
Each Fiscal Year, commencing with the 2003-2004 Fiscal Year, all Parcels of Taxable
Property within the CFD shall be categorized as either Developed Property, Approved
Property, Undeveloped Property, Public Property and/or Property Owner's Association
Property that is not Exempt Property pursuant to the provisions in Section E., and shall be
subject to the levy of Special Taxes in accordance with this Rate and Method of
Apportionment as determined pursuant to Sections C., and D., below.
Parcels of Developed Property shall further be categorized as Residential Property Non-
Residential Property, or Multiple Land Use Property. A Parcel of Residential Property shall
further be categorized to its appropriate Land Use Category based on the Residential Floor
Area of such Parcel unless it qualifies as Multifamily Residential Property, for which the
Assigned Special Tax shall be based on the number of Acres.
C. MAXIMUM SPECIAL TAX RATE
1. Developed Property
The Maximum Special Tax A for each Parcel of Residential Property that is categorized
as Developed Property shall be the greater of: (i) the applicable Assigned Special Tax
described in Table 1., below, or (ii) the amount derived by application of the Backup
Special Tax A. The Maximum Special Tax A for each Parcel of Non-Residential
Property or Multifamily Residential Property shall be the Assigned Special Tax described
in Table 1.
The Maximum Special Tax B for each Parcel of Residential Property other than
Multifamily Residential Property shall be $56.00 per unit. The Maximum Special Tax B
for each parcel of Non-Residential Property or Multifamiiy Residential Property shall be
$385 per acre. These amounts shall increase by 2.00% each year following Fiscal Year
2003-2004.
The Maximum Special Tax for each Parcel categorized as Developed Property shall be
the Maximum Special Tax A plus the Maximum Special Tax B.
a. Assi.qned Special Tax
The Assigned Special Tax for each Parcel of Developed Property, except Multiple
Land Use Property, is shown in Table 1., below.
B-5
TABLE 1
Assigned Special Taxes for Developed Property
Assigned
Taxable Special Tax Per
Land Use Category Unit Residential Floor Area Taxable Unit
A - Residential Property D/U 4,000 er more sq. ft. $1,864
B - Residential Property D/U 3,600 or more, but less than 4,000 sq. ft. $1,377
C - Residential Property D/U 3,200 or more, but less than 3,600 sq. ft. $1,161
D - Residential Property D/U 2,800 or more, but less than 3,200 sq. ft. $922
E - Residential Property D/U 2,400 or more, but less than 2,800 sq. ft. $773
F - Residential Property D/U 2,000 or more, but less than 2,400 sq. ft. $599
G - Residential Property D/U 1,600 or more, but less than 2,000 sq. ft. $368
H - Residential Property D/U Less than 1,600 sq. ft. $250
I - Multifamily Residential Property Acre N/A $6,404
J - Non-Residential Property Acre N/A $6,404
b. Backup Special Tax
The Backup Special Tax shall be $6,404 per Acre for Parcels of Developed
Property that are included in a Final Map.
Notwithstanding the foregoing, if parcels of Residential property are subsequently
changed or modified by recordation of a lot line adjustment or similar instrument,
then the Backup Special Tax shall be recalculated.
c. Multiple Land Use Property
In some instances a Parcel of Developed Property may contain more than one
Land Use Category. The Assigned Special Tax levied on such a Parcel shall be
the sum of the Assigned Special Tax levies for all Land Use Categories located on
that Parcel. The Backup Special Tax A levied on a Parcel shall be the sum of the
Backup Special Tax A levies that can be imposed on all Land Use Categories
located on that Parcel. The Maximum Special Tax A levied on a Parcel shall be
the sum of the Maximum Special Tax A levies that can be imposed on all Land
Use Categories located on that Parcel.
For purposes of calculating the Backup Special Tax A (but not the Assigned
Special Tax) for each Land Use Category under such circumstances, the Acreage
assigned to each Land Use Category shall be based on the proportion of
Residential Floor Area or Non-Residential Floor Area that is built for each Land
Use Category as compared with the Total Floor Area built on the Parcel. The CFD
Administrator shall determine all allocations made under this section, and all such
allocations shall be final.
2. Approved Property
The Maximum Special Tax A for each Parcel of Approved Property shall be $6,404 per
Acre. The Maximum Special Tax B for each Parcel of Approved Property shall be $385
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per Acre and shall increase by 2.00% each year following Fiscal Year 2003-2004. The
Maximum Special Tax for each Parcel categorized as Approved Property shall be the
Maximum Special Tax A plus the Maximum Special Tax B.
3. Undeveloped Property
The Maximum Special Tax A for each Parcel of Undeveloped Property shall be $6,404
per Acre. The Maximum Special Tax B for each Parcel of Undeveloped Property shall
be $385 per Acre and shall increase by 2.00% each year following Fiscal Year 2003-
2004. The Maximum Special Tax for each Parcel categorized as Undeveloped Property
shall be the Maximum Special Tax A plus the Maximum Special Tax B.
4. Public Property and/or Property Owner's Association Property that is not Exempt
Property pursuant to the provisions of Section E.
The Maximum Special Tax for each Parcel of Public Property and/or Property Owner's
Association Property that is not Exempt Property pursuant to the provisions of Section
E., shall be $6,404 per Acre.
D. METHOD OF APPORTIONMENT OF THE SPECIAL TAX
Commencing with Fiscal Year 2003-2004 and for each following Fiscal Year, the CFD
Administrator shall levy the Special Tax on all Taxable Property as follows:
First: The Special Tax A shall be levied Proportionately on each Parcel of Developed
Property at up to 100% of the applicable Assigned Special Tax rate in Table 1 as needed to
satisfy the Special Tax A Requirement. The Special Tax B shall be levied Proportionately
on each Parcel of Developed Property at up to 100% of the Maximum Special Tax B as
needed to satisfy the Special Tax B requirement;
Second: If additional moneys are needed to satisfy the Special Tax A Requirement after
the first step has been completed, the Special Tax A shall be levied Proportionately on each
Parcel of Approved Property at up to 100% of the Maximum Special Tax A for Approved
Property. If additional moneys are needed to satisfy the Special Tax B Requirement after
the first step has been completed, the Special Tax B shall be levied Proportionately on each
Parcel of Approved Property at up to 100% of the Maximum Special Tax B for Approved
Property;
Third: If additional moneys are needed to satisfy the Special Tax A Requirement after the
first two steps have been completed, the Special Tax A shall be levied Proportionately on
each Parcel of Undeveloped Property at up to 100% of the Maximum Special Tax A for
Undeveloped Property. If additional moneys are needed to satisfy the Special Tax B
Requirement after the first two steps have been completed, the Special Tax B shall be
levied Proportionately on each Parcel of Undeveloped Property at up to 100% of the
Maximum Special Tax B for Undeveloped Property;
Fourth: If additional moneys are needed to satisfy the Special Tax A Requirement after the
first three steps have been completed, the Special Tax A to be levied on each Parcel of
Developed Property whose Maximum Special Tax A is derived by the application of the
Backup Special Tax shall be increased Proportionately from the Assigned Special Tax up to
the Maximum Special Tax A for each such Parcel;
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Fifth: If additional moneys are needed to satisfy the Special Tax Requirement A after the
first four steps have been completed, the Special Tax A shall be levied Proportionately on
each Parcel of Public Property and/or Property Owner's Association Property that is not
Exempt Property pursuant to the provisions of Section E., at up to 100% of the Maximum
Special Tax A.
Notwithstanding the above, under no circumstances will the Special Taxes levied against
any Parcel of Residential Property be increased by more than ten percent (10%) per Fiscal
Year as a consequence of delinquency or default by the owner of any other Parcel within
the CFD.
E. EXEMPTIONS
The Board shall not levy Special Taxes on up to 33 Acres of Public Property conveyed or
irrevocably offered for dedication to a public school district.
The Board shall further not levy Special Taxes up to 232 Acres of Public Property and/or
Property Owner's Association Property of the CFD. The CFD Administrator will assign
Exempt Property status in the chronological order in which property becomes Public
Property and/or Property Owner's Association Property.
After the limit of Acres within each of the above has been reached, the Maximum Special
Tax A obligation for any additional Public Property and/or Property Owner's Association
Property shall be prepaid in full pursuant to Section H., prior to the transfer or dedication of
such property. Until the Maximum Special Tax A obligation is prepaid as provided for in the
preceding sentence, the Public Property and/or Property Owner's Association Property
within the CFD shall be subject to the levy of the Special Tax as provided for in the fifth step
in Section D.
F. MANNER OF COLLECTION
The Special Tax shall be collected in the same manner and at the same time as ordinary Ad
valorem property taxes and shall be subject to the same penalties, the same procedure,
sale and lien priority in the case of delinquency; provided, however, that the CFD
Administrator may directly bill the Special Tax, may collect Special Taxes at a different time
or in a different manner if necessary to meet its financial obligations, and may covenant to
foreclose and may actually foreclose on Parcels having delinquent Special Taxes as
permitted by the Act.
G. REVIEW AND APPEAL
Any taxpayer may file a written appeal of the Special Tax levied on his/her property with the
CFD Administrator, provided that the appellant is current in his/her payments of Special
Taxes. During the pendency of an appeal, all Special Taxes previously levied must be paid
on or before the payment date established when the levy was made. The appeal must
specify the reasons why the appellant claims the Special Tax is in error. The CF[;)
Administrator shall review the appeal, meet with the appellant if the CFD Administrator
deems necessary, and advise the appellant of its determination. If the CFD Administrator
agrees with the appellant, the CFD Administrator shall grant a credit to eliminate or reduce
future Special Taxes on the appellant's property. No refunds of previously paid Special
Taxes shall be made.
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H. PREPAYMENT OF SPECIAL TAX
The following definitions apply to this Section H:
"CFD Public Facilities means $16,500,000 expressed in 2003 dollars, which shall increase
by the Construction Inflation Index on July 1, 2004, and on each July 1 thereafter, or such
lower number as (i) shall be determined by the CFD Administrator as sufficient to provide
the public facilities under the authorized bonding program of the CFD, or (ii) shall be
determined by the Board of Directors concurrently with a covenant that it will not issue any
more Bonds to be supported by Special Taxes levied under this Rate and Method of
Apportionment.
"Construction Fund" means an account specifically identified in the Indenture to hold
funds that are currently available for expenditure to acquire or construct public facilities
eligible to be funded by the CFD under the Act.
"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
Administrator that is reasonably comparable to the Engineering New-Record Building Cost
Index for the City of Los Angeles.
"Future Facilities Costs" means the CFD Public Facilities minus public facility costs
funded or available to be funded by the amount in the Construction Fund, and minus public
facility costs funded by interest earnings on the Construction Fund actually earned prior to
the date of prepayment.
"Outstanding Bonds" means all previously issued Bonds secured by the levy of Special
Taxes, which will remain outstanding after the first interest and/or principal payment date
following the current Fiscal Year, excluding Bonds to be redeemed at a later date with the
proceeds of prior prepayments of Maximum Special Taxes.
1. Prepayment in Full - Special Tax A
The Maximum Special Tax A obligation may only be prepaid and permanently satisfied
by a Pamel of Developed Property, Approved Property for which a building permit has
been issued, or Public Property and/or Property Owner's Association Property that is not
Exempt Property pursuant to Section E, except that a Special Tax B may be levied on
such Parcel after the prepayment has occurred. The Maximum Special Tax A obligation
applicable to such Parcel may be fully prepaid and the obligation of the Parcel to pay the
Special Tax A permanently satisfied as described herein; provided that a prepayment
may be made only if there are no delinquent Special Taxes with respect to the Parcel at
the time of prepayment. An owner of a Parcel intending to prepay the Maximum Special
Tax A obligation shall provide the CFD Administrator with written notice of intent to
prepay, and within 10 business days of receipt of such notice, the CFD Administrator
shall notify such owner of the amount of the non-refundable deposit determined to cover
the cost to be incurred by the CFD in calculating the proper prepayment amount. Within
5 business days of receipt of such non-refundable deposit, the CFD Administrator shall
notify such owner of the Prepayment Amount of such Parcel. Prepayment must be
made not less than 60 days prior to any redemption date, unless authorized by the CFD
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Administrator, for any Bonds to be redeemed with the proceeds of such prepaid Special
Tax A.
The 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
Total: equals Prepayment Amount
As of the proposed date of prepayment, the Prepayment Amount (defined below) shall
be calculated as follows:
1. For Parcels of Developed Property, compute the Maximum Special Tax A for the Parcel
to be prepaid. For Parcels of Approved Property to be prepaid, compute the Maximum
Special Tax A for that Parcel as though it was already designated as Developed
Property, based upon the building permit, which has already been issued for that Parcel.
For Parcels of Public Property and/or Property Owner's Association Property to be
prepaid, compute the Maximum Special Tax A for that Parcel.
2. Divide the Maximum Special Tax A computed pursuant to paragraph I by the total
estimated Maximum Special Taxes A based on the Developed Property Special Tax A
which could be charged on all expected development, less any Parcels which have been
prepaid.
3. Multiply the quotient computed pursuant to paragraph 2 by the Outstanding Bonds to
compute the amount of Outstanding Bonds to be retired and prepaid (the "Bond
Redemption Amount').
4. Multiply the Bond Redemption Amount computed pursuant to paragraph 3 by the
applicable redemption premium, if any, on the Outstanding Bonds to be redeemed (the
"Redemption Premium'~.
5. Compute the Future Facilities Costs.
6. Multiply the quotient computed pursuant to paragraph 2 by the amount determined
pursuant to paragraph 5 to compute the amount of Future Facilities Costs to be prepaid
(the "Future Facilities Amount'~
7. Compute the amount needed to pay interest on the Bond Redemption Amount from the
first bond interest and/or principal payment date following the current Fiscal Year until
the earliest redemption date for the Outstanding Bonds.
8. Determine the Special Taxes A levied on the Parcel in the current Fiscal Year which
have not yet been paid.
9. Compute the amount the CFD Administrator reasonably expects to derive from the
reinvestment of the Bond Redemption Amount less the Future Facilities Amount from
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the date of prepayment until the redemption date for the Outstanding Bonds to be
redeemed with the prepayment.
10. Add the amounts computed pursuant to paragraphs 7' and 8 and subtract the amount
computed pursuant to paragraph 9 (the "Defeasance Amounf').
11. Verify the administrative fees and expenses, including the costs of computation of the
prepayment, the costs to invest the prepayment proceeds, the costs of redeeming the
Outstanding Bonds, and the costs of recording any notices to evidence the prepayment
and the redemption (the "Administrative Fees and Expense~').
12. The reserve fund credit (the "Reserve Fund Credif') 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 Outstanding Bonds as a result of the prepayment, or
(b) the amount derived by subtracting the new reserve requirement (as defined in the
Indenture) in effect after the redemption of Outstanding 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.
13. The Maximum Special Tax A prepayment is equal to the sum of the amounts computed
pursuant to paragraphs 3, 4, 6, 10 and 11, less the amount computed pursuant to
paragraph 12 (the "Prepayment Amounf').
14. From the Prepayment Amount, the amounts computed pursuant to paragraphs 3, 4, 10
and 12 shall be deposited into the appropriate fund as established under the Indenture
and be used to retire Outstanding Bonds or make debt service payments. The amount
computed pursuant to paragraph 6 shall be deposited into the Construction Fund. The
amount computed pursuant to paragraph 11 shall be retained by the CFD.
The Prepayment Amount may be sufficient to redeem other than a $5,000 increment of
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 Bonds or to make debt service payments.
As a result of the payment of the current Fiscal Year's Special Tax A levy as determined
under paragraph 8 (above), the CFD Administrator shall remove the current Fiscal Year's
Special Tax A levy for such Parcel from the County tax roils. With respect to any Parcel that
is prepaid, the Board of Directors shall cause a suitable notice to be recorded in compliance
with the Act, to indicate the prepayment of Special Tax A and the release of the Special Tax
A lien on such Parcel, and the obligation of such Parcel to pay the Special Tax A shall
cease. However, Special Tax B shall still be levied on such Parcel.
Notwithstanding the foregoing, no Special Tax A prepayment shall be allowed unless the
amount of Maximum Special Tax A that may be levied on Taxable Property after the
proposed prepayment is at least 1.10 times the maximum annual debt service on all
Outstanding Bonds.
2. Prepayment in Part - Special Tax A
The Maximum Special Tax A on a Parcel of Developed Property or a Parcel of Approved
Property for which a building permit has been issued may be partially prepaid in
increments of $5,000. The amount of the prepayment shall be calculated as in Section
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H.I., except that a partial prepayment shall be calculated according to the following
formula:
PP = ((PE -A)x F)+A
These terms have the following meaning:
PP = the partial prepayment
PE = the Prepayment Amount calculated according to Section H.1
F -- the percent by which the owner of the Parcel(s) is partially prepaying the
Maximum Special Tax A.
A = the Administrative Fees and Expenses calculated according to Section H.1
An owner of a Parcel intending to partially prepay the Maximum Special Tax A shall notify
the CFD Administrator of (i) such owner's intent to partially prepay the Maximum Special
Tax A, (ii) the percentage by which the Maximum Special Tax A shall be prepaid, and (iii)
the company or agency that will be acting as the escrow agent, if applicable, and within 10
business days of receipt of such notice, the CFD Administrator shall notify such owner of
the amount of the non-refundable deposit determined to cover the cost to be incurred by the
CFD in calculating the proper amount of a partial prepayment. Within 5 business days of
receipt of such non-refundable deposit, the CFD Administrator shall notify such owner of the
partial Prepayment Amount of such Parcel. Partial prepayment must be made not less than
60 days prior to any redemption date for any Bonds to be redeemed with the proceeds of
such prepaid Special Tax A.
With respect to any Parcel that is partially prepaid, the CFD Administrator shall (i) distribute
the funds remitted to it according to Paragraph 14 of Section H.I., and (ii) indicate in the
records of the CFD that there has been a partial prepayment of the Maximum Special Tax A
and that a portion of the Maximum Special Tax A equal to the outstanding percentage (1.00
- F) of the remaining Maximum Special Tax A shall continue to be authorized to be levied on
such Parcel pursuant to Section D. However, Special Tax B shall still be levied on such
Parcel.
I. TERM OF THE SPECIAL TAX
Special Tax A shall be levied for a period not to exceed 50 Fiscal Years, commencing with
Fiscal Year 2003-2004.
All Parcels of Taxable Property within CFD No. 01-3 shall continue to be subject to the levy
and collection of the Special Tax to satisfy the Special Tax B Requirement.
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EXHIBIT C
TEMECULA PUBLIC FINANCING AUTHORITY
COMMUNITY FACILITIES DISTRICT NO. 01-3
(WOLF CREEK)
NOTICE OF PUBLIC HEARING
Notice is hereby given that on March 18, 2003, the Board of Directors of the Temecula
Public Financing Authority adopted a Resolution entitled "A Resolution of the Board of Directors
of the Temecula Public Financing Authority Declaring Its Intention To Establish A Community
Facilities District And To Authorize The Levy Of Special Taxes Therein - Wolf Creek."
Pursuant to the Mello-Roos Community Facilities Act of 1982, the Board-of Directors of the
Authority hereby gives notice as follows:
A. The text of said Resolution of Intention is as follows:
WHEREAS, under the Mello-Roos Community Facilities Act of 1982, constituting
Section 53311 et seq. of the California Government Code (the "Law"), this Board of
Directors may commence proceedings for the establishment of a community facilities
district; and
WHEREAS, there have been submitted to this Board of Directors a Petition
(Including Waiver) of S-P Murdy, LLC (the "Petition"), requesting the formation by this
Board of Directors of a community facilities district under the Law to be known as the
Temecula Public Financing Authority Community Facilities District No. 01-3 (Wolf Creek)
(the "District"); and
WHEREAS, under the Law, this Board of Directors is the legislative body for the
proposed District and is empowered with the authority to establish the District and levy
special taxes within the District; and
WHEREAS, this Board of Directors now desires to proceed with the actions
necessary to consider the establishment of the District.
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the
Temecula Public Financing Authority as follows:
Section 1. This Board of Directors proposes to begin the proceedings
necessary to establish the District pursuant to the Law. Receipt of the Petition to form
the District is hereby acknowledged.
Section 2. The name proposed for the District is Temecula Public Financing
Authority Community Facilities District No. 01-3 (Wolf Creek).
Section 3. The proposed boundaries of the District are as shown on the map of
the District on file with the Secretary, which boundaries are hereby preliminarily
approved. The Secretary is hereby directed to record, or cause to be recorded, the map
of the boundaries of the District in the office of the County Recorder as soon as
practicable after the adoption of this Resolution.
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Section 4. The types of public facilities (the "Facilities") and the maintenance
services (the "Services") proposed to be eligible for funding by the District and pursuant
to the Law shall consist of those items listed on Exhibit A hereto under the headings
"Facilities" and "Services," respectively, which Exhibit is by this reference incorporated
herein.
The Executive Director is hereby authorized and directed to enter into a joint
community facilities agreement with the City of Temecula, the Riverside County Flood
Control and Water Conservation District and any other public entity that will own and/or
operate any of the Facilities or provide such Services, such agreements to be in a form
provided by Bond Counsel.
Section 5. Except to the extent that funds are otherwise available to the District
to pay for the Facilities and the Services and/or pay the principal and interest as it
becomes due on bonds of the District issued to pay for the Facilities and the Services, a
special tax sufficient to pay the costs thereof, secured by recordation of a continuing lien
against all non-exempt real property in the District, will be levied within the District and
collected in the same manner as ordinary ad valorem property taxes or in such other
manner as this Board of Directors or its designee shall determine, including direct billing
of the affected property owners. The proposed rate and method of apportionment of the
special tax among the parcels of real property within the District, in sufficient detail to
allow each landowner within the proposed District to estimate the maximum amount
such owner will have to pay, and which specifies the tax year after which no further
special tax will be levied on land used for private residential purposes and which
otherwise complies with applicable provisions of the Law is described in Exhibit B
attached hereto which Exhibit is by this reference incorporated herein.
This Board of Directors finds that the provisions of Section 53313.6, 53313.7 and
53313.9 of the California Government Code (relating to adjustments to ad valorem
property taxes and schools financed by a community facilities district) are inapplicable to
the District.
Section 6. It is the intention of this Board of Directors, acting as the legislative
body for the District, to cause bonds of the Authority to be issued for the District
pursuant to the Law to finance a portion of the costs of the Facilities and the Services. If
so issued, the bonds shall be in the aggregate principal amount of not to exceed
$25,000,000, shall bear interest payable semi-annually or in such other manner as this
Board of Directors shall determine, at a rate not to exceed the maximum rate of interest
as may be authorized by applicable law at the time of sale of such bonds, and shall
mature not to exceed 40 years from the date of the issuance thereof.
Section 7. This Board of Directors reserves to itself the right and authority to
allow any interested owner of property in the District, subject to the provisions of Section
53344.1 of the California Government Code and such requirements as it may otherwise
impose, and any applicable prepayment penalties as prescribed in the indenture or fiscal
agent agreement for any bonds of the Authority for the District, to tender to the
Treasurer of the Authority in full payment or part payment of any installment of 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, in the manner
described in Section 53344.1 of the California Government Code.
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Section 8. The levy of said proposed special tax shall be subject to the approval
of the qualified electors of the District at a special election. The proposed voting
procedure shall be by mailed or hand-delivered ballot among the landowners in the
proposed District, with each owner having one vote for each acre or portion of an acre of
land such owner owns in the District.
Section 9. Except as may otherwise be provided by law or the rate and method
of apportionment of the special tax for the District, all lands owned by any public entity,
including the United States, the State of California and/or the City of Temecula, or any
departments or political subdivisions of any thereof, shall be omitted from the levy of the
special tax to be made to cover the costs and expenses of the Facilities and the
Services, the issuance of bonds by the Authority for the District and any expenses of the
District.
Section 10. The Director of Public Works of the City of Temecula is hereby
directed to study said proposed Facilities and Services and to make, or cause to be
made, and file with the Secretary a report in writing, presenting the following:
(a) A brief description of the Facilities and the Services.
(b) An estimate of the fair and reasonable cost of providing the
Facilities and the Services, including the incidental expenses in connection
therewith, including the costs of the proposed bond financing, any Authority or
City of Temecula administrative costs and all other related costs.
Said report shall be made a part of the record of the public hearing provided for
below.
Section 11. Tuesday, April 22, 2003, at 7:00 p.m. or as soon thereafter as the
matter may be heard, in the regular meeting place of this Board of Directors, City
Council Chambers, Temecula City Hall, 43200 Business Park Drive, Temecula,
California, be, and the same are hereby appointed and fixed as the time and place when
and where this Board of Directors, as legislative body for the District, will conduct a
public hearing on the establishment of the District and consider and finally determine
whether the public interest, convenience and necessity require the formation of the
District and the levy of said special tax.
Section 12. The Secretary is hereby directed to cause notice of said public
hearing to be given by publication one time in a newspaper published in the area of the
District. The publication of said notice shall be completed at least seven days before the
date herein set for said hearing. Said notice shall be substantially in the form of Exhibit
C hereto.
Section 13. The firms of Fieldman, Rolapp & Associates, Albert A. Webb
Associates, Stone & Youngberg LLC, Stephen G. White, MAI, Quint & Thimmig LLP and
McFarlin & Anderson are hereby designated as financial advisor, special tax consultant,
underwriter, appraiser, bond counsel and disclosure counsel, respectively, to the
Authority for the District. The Executive Director is hereby authorized to execute
agreements with said firms for their services related to the District provided that all fees
and expenses of such firms are payable solely from deposits by the landowners in the
District or the proceeds of the bonds, if any, issued by the Authority for the District.
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Section 14. On January 23, 2001, the City Council of the City of Temecula
approved the Wolf Creek Project and specifically adopted Resolution No. 01-11 making
certain findings with respect to the approval and certification of an Environmental Impact
Report for the Project ("Wolf Creek EIR"). The Wolf Creek Project was challenged in
litigation which resulted in an appellate decision in favor of the City upholding the
Project. All of the public improvements which are to be funded under the proposed
Temecula Public Financing Authority Community Facilities District No. 01-03 (Wolf
Creek) were described, evaluated and studied as part of the Wolf Creek EIR and
Council Resolution No. 01-11. No significant changes have occurred with respect to the
project or the environment which require further study or which render invalid the
conclusions and findings of the Wolf Creek EIR. No facts exist upon which any findings
pursuant to Sections15162, 15263 or 15265 of the State CEQA Guidelines could be
based to require the preparation of a subsequent EIR, supplemental EIR or addendum
to an EIR. Therefore, the Board of Directors hereby determines that the contemplated
formation of a community facilities district and the issuance of community facilities
district special tax bonds involving the Authority and the District, in accordance with
Section 15061(b) of the California Environmental Quality Act (CEQA) Guidelines is not a
"Project" as defined in Section 15378 of the CEQA Guidelines, and is therefore exempt
from the requirements of CEQA. Pursuant to CEQA Guidelines Sections 15061(d) and
15062, the Secretary is hereby directed to cause a Notice of Exemption to be prepared,
executed and filed in regard to the foregoing determination
Section 15. This Resolution shall take effect upon its adoption.
B. The exhibits to the Resolution which describe the facilities and services to be funded
by, and the rate and method of apportionment of the special taxes for, the district are on file in
the office of the Secretary of the Authority.
C. The time and place established under said Resolution for the public hearing required
under the Act are Tuesday, April 22, 2003, at the hour of 7:00 p.m. or as soon thereafter as the
matter may be heard, in the regular meeting place of the Board of Directors, City Council
Chambers, Temecula City Hail, 43200 Business Park Drive, Temecula, California.
D. At said hearing, the testimony of all interested persons or taxpayers for or
against the establishment of the district, the extent of the district or the
furnishing of the specified types of facilities, services or other specific
purposes of the district will be heard. Any person interested may file a
protest in writing with the Secretary. If fifty percent or more of the registered
voters, or six registered voters, whichever is more, residing in the territory
proposed to be included in the district, or the owners of one-half or more of
the area of land in the territory proposed to be included in the district and not
exempt from the special tax file written protests against the establishment of
the district and the protests are not withdrawn to reduce the value of the
protests to less than a majority, the Board of Directors shall take no further
action to establish the district or levy the special taxes for a period of one
year from the date of the decision of the Board of Directors, and if the
majority protests of the registered voters or the landowners are only against
the furnishing of a type or types of facilities or services within the district or a
specific purpose of the district, or against levying a specified special tax,
those types of facilities or services, or those specific purposes or the
specified special tax will be eliminated from the proceedings to form the
district.
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E. The proposed voting procedure shall be by special mail or hand-delivered ballot to
the property owners within the territory proposed to be included in the district.
Dated: April __, 2003
/s/ Susan W. Jones, CMC
Secretary,
Temecula Public Financing Authority
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