HomeMy WebLinkAboutRES CC 2010 2922 2010 0616RESOLUTION NO. 2010 -2922
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
MOORPARK, CALIFORNIA, OF INTENTION TO ANNEX
TERRITORY TO COMMUNITY FACILITIES DISTRICT NO.
2004 -1 ( MOORPARK HIGHLANDS) AND TO CONSIDER
AMENDMENT OF THE SPECIAL TAX FORMULA AND TO
AUTHORIZE THE LEVY OF SPECIAL TAXES IN THE
ANNEXED AREA
WHEREAS, the City Council has conducted proceedings under and pursuant to
the Mello -Roos Community Facilities Act of 1982, as amended, Chapter 2.5 of Part 1 of
Division 2 of Title 5, commencing at Section 53311, of the California Government Code
(the "Act "), to form the City of Moorpark Community Facilities District No. 2004 -1
(Moorpark Highlands) (the "CFD "), to authorize the levy of special taxes upon the land
within the CFD for the purpose of providing moneys for the construction and acquisition
of improvements and to finance certain services of benefit to property within the CFD,
and to issue bonds secured by said special taxes for the purpose of providing for
financing the construction and acquisition of such improvements; and
WHEREAS, under the Act, this Council, as the legislative body for the CFD, is
empowered with the authority to annex territory to the CFD and to amend the Rate and
Method of Apportionment for the CFD, and the City on behalf of the CFD now desires to
undertake proceedings to annex territory to the CFD and set forth the special taxes
proposed for the annexed area by amending the Rate and Method of Apportionment for
the CFD; and
WHEREAS, there is on file with the City a written petition (the "Petition ")
executed by the sole owner of all the territory proposed to be annexed, seeking such
annexation and amendment and submitting waivers to expedite the process of
annexation and amendment.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MOORPARK
DOES HEREBY RESOLVE AS FOLLOWS:
SECTION 1. This Council hereby finds and determines that public convenience
and necessity require that territory be added to the CFD and that the Rate and Method
of Apportionment for the CFD be amended to specify the special taxes proposed for the
annexed area.
SECTION 2. The name of the CFD is "Community Facilities District No. 2004 -1
(Moorpark Highlands) ", which CFD has been duly formed by the City pursuant to the
Act.
Resolution No. 2010 -2922
Page 2
SECTION 3. This Council hereby finds and determines that public convenience
and necessity require that the boundary of the CFD be changed to include the property
proposed to be annexed to the CFD as described herein, to meet the City's needs for
the sharing of the cost of the improvements financed by the CFD and the providing of
authorized services of the CFD to the annexed property. The territory included in the
existing CFD is as shown on the map thereof recorded on October 5, 2004 in the
Ventura County Recorder's Office as Document No. 20041005 - 0269524 and in Book
19, at Page 4. The territory now proposed to be annexed to the CFD is as shown on
the Annexation Map No. 1 to the CFD, on file with the Clerk, the boundaries of which
annexation territory are hereby preliminarily approved and to which map reference is
hereby made for further particulars. The City Clerk is hereby directed to cause to be
recorded said Annexation Map No. 1 to the CFD, showing the territory to be annexed, in
the office of the County Recorder of the County of Ventura within fifteen days of the
date of adoption of this resolution.
SECTION 4. The types of public facilities and services financed by the CFD
and pursuant to the Act consist of those facilities (the "Facilities ") and services (the
"Services ") described in the Exhibit to Resolution No. 2005 -2383, adopted by the
Council on September 21, 2005 (the "Resolution of Formation "). It is presently intended
that the Facilities and Services will be shared, without preference or priority, by the
existing territory in the CFD and the territory proposed to be annexed to the CFD.
SECTION 5. The existing rate, method of apportionment, and manner of
collection of the authorized special tax (the "Rate and Method of Apportionment of
Special Tax ") is as set forth as Exhibit B to the Notice of Special Tax Lien recorded in
the Ventura County Recorder's Office on September 30, 2005 as Document No.
20050930 - 0244828.
SECTION 6. This Council hereby finds and determines that public convenience
and necessity require that the Rate and Method of Apportionment of Special Tax for the
CFD be amended to establish the special tax rates of the CFD for the property to be
annexed to the CFD, to meet the City's needs for the sharing of the Facilities and the
providing of authorized services of the CFD to the annexed property within the CFD.
SECTION 7. This Council is considering that the changes to the Rate and
Method of Apportionment of Special Tax be adopted as set forth in the proposed First
Amended Rate and Method of Apportionment set forth in the Exhibit attached hereto
and hereby incorporated herein.
SECTION 8. Except to the extent that funds are otherwise available to the CFD
to pay for the Facilities and Services and /or the principal and interest as it becomes due
on bonds of the CFD issued to finance the Facilities, a special tax sufficient to pay the
costs thereof is intended to be levied annually within the CFD, including any annexed
territory, and collected in the same manner as ordinary ad valorem property taxes. The
proposed First Amended Rate and Method of Apportionment does not result in an
increase in the special tax amount to be levied among the original parcels of real
property within the CFD; following the annexation proposed herein, the First Amended
Resolution No. 2010 -2922
Page 3
Rate and Method of Apportionment will facilitate providing a tax rate for the CFD,
including the annexed property.
SECTION 9. Wednesday, July 7, 2010, at 7:00 o'clock p.m., in the regular
meeting place of this Council, Council Chambers, City Hall, 799 Moorpark Ave.,
Moorpark, California, is hereby appointed and fixed as the time and place when and
where this Council, as legislative body for the CFD, will open a public hearing on the
annexation of territory to the CFD to consider and determine whether the public interest,
convenience and necessity require said annexation of territory to the CFD and the levy
of said special tax therein according to the First Amended Rate and Method of
Apportionment.
SECTION 10. Based upon the waivers contained in the Petition, and the owners
of the territory to be annexed being the only parties requesting such annexation and
amendment of the Rate and Method of Apportionment for the CFD, and being
otherwise fully informed of these proceedings for annexation, there shall be no
publication and mailing of written notices of the public hearing.
SECTION 11. This Resolution shall take effect from and after its adoption.
SECTION 12. The City Clerk shall certify to the adoption of this resolution and
cause a certified resolution to be filed in the book of original resolutions.
PASSED AND ADOPTED this 16th day of June, 2010.
Janice S. Parvin, Mayor
ATTEST:
Maureen Benson, Assistant City Clerk
Exhibit: First Amended Rate and Method of Apportionment
_ -:.
Resolution No. 2010 -2922
Page 4
EXHIBIT
FIRST AMENDED RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
FOR COMMUNITY FACILITIES DISTRICT NO. 2004 -1
OF THE CITY OF MOORPARK
(Moorpark Highlands)
This First Amended Rate and Method of Apportionment of Special Tax represents a
complete restatement of the original Rate and Method of Apportionment adopted on
September 7, 2005. The First Amended Rate and Method of Apportionment of Special
Tax was structured to reflect the effects of the annexation of territory into CFD No.
2004 -1 through Annexation No. 1, and a bond call scheduled for September 1, 2010 in
an amount equal to $10,320,000.
A special tax as hereinafter defined shall be levied on and collected for Community
Facilities District No. 2004 -1 (Moorpark Highlands) of the City of Moorpark ( "CFD No.
2004 -1 ") each Fiscal Year, in an amount determined by the City Council of the City of
Moorpark through the application of the appropriate Special Tax for "Annexed Property,"
"Developed Property," "Final Map Property," and "Undeveloped Property" as described
below. All of the real property in CFD No. 2004 -1, unless exempted by law or by the
provisions hereof, shall be taxed for the purposes, to the extent, and in the manner
herein provided.
SECTION A
DEFINITIONS
The terms hereinafter set forth have the following meanings:
"Acre" or "Acreage" means the land area of an Assessor's 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 recorded County parcel map. The square footage of an Assessor's
Parcel is equal to the Acreage multiplied by 43,560. The minimum acreage of
Taxable Property for CFD No. 2004 -1 is determined in accordance with Section K.
"Act" means the Mello -Roos Communities Facilities Act of 1982 as amended,
being Chapter 2.5, Division 2 of Title 5 of the Government Code of the State of
California.
"Administrative Expenses" means any ordinary and necessary expense of the
City of Moorpark to carry out the administration of CFD No. 2004 -1 related to the
determination of the amount of the levy of Special Taxes, the collection of Special
Taxes including the expenses of collecting delinquencies, the administration of
Bonds, the payment of salaries and benefits of any City employee whose duties are
directly related to the administration of CFD No. 2004 -1, and costs otherwise
incurred in order to carry out the authorized purposes of CFD No. 2004 -1.
"Affordable Unit(s) " means, for each Fiscal year, up to a total of 25 dwelling
unit(s) located on an Assessor's Parcel(s) of Residential Property within Zone 2 that
are subject to deed restrictions, resale restrictions, and /or regulatory agreements
recorded in favor of the City providing for very low income housing prior to March 1
of the prior Fiscal Year. In order to insure that a dwelling unit is correctly classified
City of Moorpark June 16, 2010
Community Facilities District No. 2004 -1 Page 1
Resolution No. 2010 -2922
Page 5
as an Affordable Unit, the owner of such property shall provide the CFD
Administrator with a copy of any applicable deed restrictions, resale restrictions,
and /or regulatory agreements. Dwelling units shall be classified as Affordable Units
by the CFD Administrator in the chronological order in which such notification is
received. If the total number of Affordable Units exceeds the amount stated above,
then the units exceeding such total shall not be considered Affordable Units and
shall be assigned to Land Use Classes 1 through 5 within Zone 2 as described in
Section E below based on the Building Square Footage for such units.
"Annexed Developed Property" means an Assessor's Parcel of Annexed
Property for which a Building Permit was issued on or before April 1 of the Fiscal
Year preceding the Fiscal Year for which Special Taxes are being levied, provided
that a Final Map for such Assessor's Parcel was recorded on or before January 1 of
such prior Fiscal Year for which Special Taxes may be levied.
"Annexed Final Map Property" means an Assessor's Parcel of Annexed Property
that is included in a Final Map that was recorded prior to January 1 of the Fiscal
Year preceding the Fiscal Year in which the Special Tax is being levied, and (ii) for
which a Building Permit was not issued prior to April 1 of the Fiscal Year preceding
the Fiscal Year in which the Special Tax is being levied.
"Annexed Property" means an Assessor's Parcel representing territory not
identified within the originally boundaries of CFD No. 2004 -1 that have
subsequently been annexed to CFD No. 2004 -1, pursuant to Annexation Map No.
1, recorded on , 2010, in Book Page of Maps of Assessments
and Community Facilities Districts in the recorder's office of the County; such
annexed territory shall be designated as Zone 3 property.
"Annexed Undeveloped Property" means an Assessor's Parcel of Annexed
Property that is not classified as Exempt Property, Annexed Developed Property, or
Annexed Final Map Property.
"Assessor's Parcel" means a lot or parcel of land designated on an Assessor's
Parcel Map with an assigned Assessor's Parcel Number within the boundaries of
CFD No. 2004 -1.
"Assessor's Parcel Map" means an official map of the Assessor of the County
designating parcels by Assessor's Parcel Number.
"Assigned Special Tax for Facilities" means the annual special tax of that name
described in Section E below.
"Backup Special Tax for Facilities" means the Special Tax of that name
described in Section F below.
"Bonds" means any obligation to repay a sum of money, including obligations in
the form of bonds, notes, certificates of participation, long -term leases, loans from
government agencies, or loans from banks, other financial institutions, private
businesses, or individuals, or long -term contracts, or any refunding thereof, to which
Special Taxes have been pledged.
"Boundary Map" means the map of the boundaries for CFD No. 2004 -1, as
approved by the City Council.
City of Moorpark June 16, 2010
Community Facilities District No. 2004 -1 Page 2
Resolution No. 2010 -2922
Page 6
"Building Permit" means a permit for new construction for a residential dwelling or
non - residential structure. For purposes of this definition, "Building Permit" shall not
include permits for construction or installation, retaining walls, utility improvements,
or other such improvements not intended for human habitation.
"Building Square Footage" or "BSF" means the square footage of assessable
internal living space, exclusive of garages or other structures not used as living
space, as determined by reference to the building permit application for such
Assessor's Parcel.
"Calendar Year" means the period commencing January 1 of any year and ending
the following December 31.
"CFD Administrator" means an official of the City, or designee thereof,
responsible for determining the Special Tax Requirement and providing for the levy
and collection of the Special Taxes.
"CFD No. 2004 -1" means Community Facilities District No. 2004 -1 (Moorpark
Highlands) established by the City under the Act.
"City" means the City of Moorpark.
"City Council" means the City Council of the City, acting as the Legislative Body of
CFD No. 2004 -1, or its designee.
"City Police Services" means the costs of police services for CFD No. 2004 -1.
"Condo Unit" means each separate residential condominium unit that comprises
an independent facility capable of conveyance or rental separate from adjacent
residential dwelling units.
"Consumer Price Index" means the index published monthly by the U.S.
Department of Labor, Bureau of Labor Statistics for all urban consumers in the Los
Angeles- Riverside - Orange County area.
"County" means the County of Ventura.
"Developed Property" means all Assessor's Parcels within Zones 1, 2, 3, and 4 of
CFD No. 2004 -1 for which Building Permits were issued on or before April 1 of the
Fiscal Year preceding the Fiscal Year for which Special Taxes are being levied,
provided that such Assessor's Parcels were created on or before January 1 of such
prior Fiscal Year and that each such Assessor's Parcel is associated with a Lot, as
determined reasonably by the City.
"Exempt Property" means all Assessor's Parcels within Zones 1, 2, 3, and 4 of
CFD No. 2004 -1, or Annexed Property designated as being exempt from the
Special Tax as determined in Section K.
"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.
City of Moorpark June 16, 2010
Community Facilities District No. 2004 -1 Page 3
Resolution No. 2010 -2922
Page 7
"Final Map Property" means all Assessor's Parcels within Zones 1, 2, 3, and 4 of
CFD No. 2004 -1: (i) that are included in a Final Map that was recorded prior to
January 1 of the Fiscal Year preceding the Fiscal Year in which the Special Tax is
being levied, and (ii) for which a Building Permit was not issued prior to April 1 of
the Fiscal Year preceding the Fiscal Year in which the Special Tax is being levied.
"Fiscal Year" means the period commencing on July 1 of any year and ending the
following June 30.
"Initial Special Tax for Facilities" means the annual special tax of that name
described in Section D below.
"Land Use Type" means any of the land use types listed in Tables 1 to 4 below.
"Lot" means an individual legal lot created by a Final Map or Condo Unit created
by a condominium plan for which a Building Permit could or has been issued.
"Maximum Special Tax" means the Maximum Special Tax for Facilities and the
Maximum Special Tax for Services, determined in accordance with Section C,
which can be levied by CFD No. 2004 -1 in any Fiscal Year on any Assessor's
Parcel of Taxable Property.
"Maximum Special Tax for Facilities" means the Maximum Special Tax,
determined in accordance with Section C that can be levied by CFD No. 2004 -1 in
any Fiscal Year on any Assessors' Parcel.
"Maximum Special Tax for Services" means the Maximum Special Tax,
determined in accordance with Section C that can be levied by CFD No. 2004 -1 in
any Fiscal Year on any Assessor's Parcel of Developed Property or Annexed
Developed Property.
"Non Residential Property" means all Assessors' Parcels of Developed Property
or Annexed Developed Property for which a building permit was issued for any type
of non - residential use.
"Partial Prepayment Amount" means the amount required to prepay a portion of
the Special Tax for Facilities obligation for an Assessor's Parcel, as described in
Section I.
"Prepayment Amount" means the amount required to prepay the Annual Special
Tax for Facilities obligation in full for an Assessor's Parcel, as described in Section
H.
"Proportionately" means for Developed Property, the ratio of the actual Special
Tax for Facilities levied on Developed Property to the Maximum Special Tax for
Facilities for Developed Property is equal for all Assessor's Parcels of Developed
Property. For Annexed Developed Property, it means the ratio of the actual Special
Tax for Facilities levied on Annexed Developed Property to the Maximum Special
Tax for Facilities for Annexed Developed Property is equal for all Assessor's
Parcels of Annexed Developed Property. For Final Map Property, it means that the
ratio of the actual Special Tax for Facilities levied on Final Map Property to the
Maximum Special Tax for Facilities for Final Map Property is equal for all
Assessor's Parcels of Final Map Property. For Annexed Final Map Property, it
means that the ratio of the actual Special Tax for Facilities levied on Annexed Final
Map Property to the Maximum Special Tax for Facilities for Annexed Final Map
City of Moorpark June 16, 2010
Community Facilities District No. 2004 -1 Page 4
Resolution No. 2010 -2922
Page 8
Property is equal for all Assessor's Parcels of Annexed Final Map Property. For
Undeveloped Property, it means that the ratio of the actual Special Tax for Facilities
levied on Undeveloped Property to the Maximum Special Tax for Facilities for
Undeveloped Property is equal for all Assessor's Parcels of Undeveloped Property.
For Annexed Undeveloped Property, it means that the ratio of the actual Special
Tax for Facilities levied on Annexed Undeveloped Property to the Maximum Special
Tax for Facilities for Annexed Undeveloped Property is equal for all Assessor's
Parcels of Annexed Undeveloped Property. Regarding the Special Tax for Services
for Developed Property and Annexed Developed Property, "Proportionately" means
the ratio of the actual Special Tax for Services levied on Developed Property and
Annexed Developed Property to the Maximum Special Tax for Services for
Developed Property and Annexed Developed Property is equal for all Assessor's
Parcels of Developed Property and Annexed Developed Property.
"Residential Property" means all Assessors' Parcels of Developed Property or
Annexed Developed Property for which a building permit has been issued for
purposes of constructing one or more residential dwelling units.
"Special Tax" means any of the special taxes authorized to be levied by CFD No.
2004 -1 (including the Special Tax for Facilities and the Special Tax for Services)
pursuant to the Act to fund the Special Tax Requirement.
"Special Tax for Facilities" means any of the special taxes authorized to be levied
by CFD No. 2004 -1 pursuant to the Act to fund the Special Tax Requirement for
Facilities.
"Special Tax for Services" means any of the special taxes authorized to be levied
by CFD No. 2004 -1 pursuant to the Act to fund the Special Tax Requirement for
Services.
"Special Tax Requirement for Facilities" means the amount required in any
Fiscal Year for CFD No. 2004 -1 to pay: (i) the debt service or the periodic costs on
all outstanding Bonds due in the Calendar Year that commences in such Fiscal
Year, (ii) Administrative Expenses, (iii) the costs associated with the release of
funds from an escrow account, and (iv) any amount required to establish or
replenish any reserve funds established in association with the Bonds, (v) the
collection of funds in any Fiscal Year to pay directly for the acquisition or
construction of eligible facilities or for the payment of City Police Services
authorized by CFD No. 2004 -1 provided that the inclusion of such amount does not
cause an increase in the levy of Special Tax on Final Map Property or Undeveloped
Property, less (vi) any amount available to pay debt service or other periodic costs
on the Bonds pursuant to any applicable bond indenture, fiscal agent agreement, or
trust agreement.
"Special Tax Requirement for Services" means the amount determined in any
Fiscal Year for CFD 2004 -1 equal to (i) the budgeted costs of the City Police
Services during the current Fiscal Year, (ii) Administrative Expenses, and (iii)
anticipated delinquent Special Taxes for Services based on the delinquency rate in
CFD 2004 -1 for the previous Fiscal Year.
"Taxable Property" means all Assessors' Parcels within Zones 1, 2, 3, and 4 of
CFD No. 2004 -1 that are not Exempt Property.
City of Moorpark June 16, 2010
Community Facilities District No. 2004 -1 Page 5
Resolution No. 2010 -2922
Page 9
"Undeveloped Property" means all Assessors' Parcels within Zones 1, 2, 3, and 4
of CFD No. 2004 -1 of Taxable Property which are not Developed Property or Final
Map Property.
"Unit" means each separate residential unit that comprises an independent facility
capable of conveyance or rental separate from adjacent residential dwelling units.
"Zone(s)" means Zone 1, 2, 3, or 4 as geographically identified on the boundary
map of the CFD No. 2004 -1.
"Zone 1" means the specific area identified on the Boundary Map as Zone 1 of
CFD No. 2004 -1.
"Zone 2" means the specific area identified on the Boundary Map as Zone 2 of
CFD No. 2004 -1.
"Zone 3" means the specific area identified on the original Boundary Map as Zone
3 of CFD No. 2004 -1, and territory annexed to CFD No. 2004 -1 pursuant to
Annexation Map No. 1.
"Zone 4" means the specific area identified on the Boundary Map as Zone 4 of
CFD No. 2004 -1.
SECTION B
CLASSIFICATION OF ASSESSOR'S PARCELS
Each Fiscal Year, beginning with Fiscal Year 2006 -2007, each Assessor's Parcel within
CFD No. 2004 -1 shall be categorized into Zones 1, 2, 3, or 4 and shall be classified as
Taxable Property or Exempt Property. In addition, each Fiscal Year, beginning with
Fiscal Year 2006 -2007, each Assessor's Parcel of Taxable Property shall be further
classified as Developed Property, Annexed Developed Property, Final Map Property,
Annexed Final Map Property, Undeveloped Property, or Annexed Undeveloped
Property. Lastly, each Fiscal Year, beginning with Fiscal Year 2006 -2007, each
Assessor's Parcel of Developed Property or Annexed Developed Property shall further
be classified as Residential Property or Non Residential Property.
SECTION C
MAXIMUM SPECIAL TAXES FOR ZONES 1, 2, 3, AND 4
1. Developed Property and Annexed Developed Property
a. The Maximum Special Tax for Facilities for each Assessor's Parcel of
Residential Property that is classified as Developed Property or Annexed
Developed Property in any Fiscal Year shall be the amount determined by the
greater of (i) the application of the Initial Special Tax for Facilities set forth in
Section D, or (ii) the application of the Assigned Special Tax for Facilities set
forth in Section E or (iii) the application of the Backup Special Tax for
Facilities set forth in Section F.
b. The Maximum Special Tax for Facilities for each Assessor's Parcel of Non -
Residential Property that is classified as Developed Property or Annexed
Developed Property in any Fiscal Year shall be the Assigned Special Tax for
Facilities set forth in Section E.
City of Moorpark June 16, 2010
Community Facilities District No. 2004 -1 Page 6
Resolution No. 2010 -2922
Page 10
2.
c. The Maximum Special Tax for Services for each Assessor's Parcel of
Residential Property in Fiscal Year 2005 -2006 shall be $400 per Lot. The
Maximum Special Tax for Services for each Assessor's Parcel of Non -
Residential Property in any Fiscal Year shall be $1,500 per Acre. On each
July 1, commencing July 1, 2006, the Maximum Special Tax for Services for
the prior Fiscal Year shall be adjusted by an amount equal to the greater of (i)
three percent (3.00 %), or (ii) the percentage change in the Consumer Price
Index for the Calendar Year ending in December of the prior Fiscal Year, not
to exceed seven percent (7.00 %).
Final Map Property and Undeveloped Property
The Maximum Special Tax for Facilities
Final Map Property or Undeveloped Prc
for Facilities set forth in Section E.
for each Assessor's Parcel classified as
perty shall be the Assigned Special Tax
Annexed Final Map Property and Annexed Undeveloped Property
The Maximum Special Tax for Facilities for each Assessor's Parcel classified as
Annexed Final Map Property or Annexed Undeveloped Property shall be equal to
the Initial Special Tax for Facilities set forth in Section D for Annexed Final Map
Property and Annexed Undeveloped Property.
SECTION D
INITIAL SPECIAL TAX FOR FACILITIES
FOR ZONES 1, 2, 3, AND 4
a) Developed Property and Annexed Developed Property
Each Fiscal Year, each Assessor's Parcel of Developed Property within Zones 1,
2, 3 and 4, and each Assessor's Parcel of Annexed Developed Property within
Zones 3 shall be subject to an Initial Special Tax for Facilities. The Initial Special
Tax for Facilities applicable to an Assessor's Parcel of Developed Property or
Annexed Developed Property within CFD No. 2004 -1 for any Fiscal Year shall be
determined pursuant to Tables 1 through 4 below.
City of Moorpark June 16, 2010
Community Facilities District No. 2004 -1 Page 7
Resolution No. 2010 -2922
Page 11
TABLE 1
ZONE 1 - DEVELOPED PROPERTY
INITIAL SPECIAL TAX FOR FACILITIES
Land Use Type
Building Square
Footage
Initial Annual
Special Tax for
Facilities
1. Residential Property
Less than 2,151
$2,392 per Unit
2. Residential Property
2,151 — 2,350
$2,508 per Unit
3. Residential Property
2,351 — 2,550
$2,604 per Unit
4. Residential Property
2,551 — 2,750
$2,647 per Unit
5. Residential Property
Greater than 2,750
$2,780 per Unit
6. Non Residential Property
N/A
$24,913 per Acre
TABLE 2
ZONE 2 - DEVELOPED PROPERTY
INITIAL SPECIAL TAX FOR FACILITIES
City of Moorpark June 16, 2010
Community Facilities District No. 2004 -1 Page 8
Initial Annual
Building Square
Special Tax for
Land Use Type
Footage
Facilities
1. Residential Property
Less than 1,401
$1,266 per Condo
Unit
2. Residential Property
1,401 — 1,600
$1,478 per Condo
Unit
3. Residential Property
Greater than 1,600
$1,748 per Condo
Unit
4. Non Residential Property
N/A
$48,999 per Acre
City of Moorpark June 16, 2010
Community Facilities District No. 2004 -1 Page 8
Resolution No. 2010 -2922
Page 12
TABLE 3
ZONE 3 - DEVELOPED PROPERTY AND ANNEXED DEVELOPED PROPERTY
INITIAL SPECIAL TAX FOR FACILITIES
Land Use Type
Building Square
Footage
Initial Annual
Special Tax for
Facilities
1. Residential Property
Less than 2,351
$2,789 per Unit
2. Residential Property
2,351 - 2,600
$2,841 per Unit
3. Residential Property
2,601 -2,850
$2,893 per Unit
4. Residential Property
2,851 -3,100
$2,968 per Unit
5. Residential Property
3,101 -3,350
$3,086 per Unit
6. Residential Property
3,351 -3,600
$3,445 per Unit
7. Residential Property
3,601 -3,850
$3,561 per Unit
8. Residential Property
3,851 -4,100
$3,685 per Unit
9. Residential Property
4,101 -4,350
$3,846 per Unit
10. Residential Property
4,351 -4,600
$3,962 per Unit
11. Residential Property
Greater than 4,600
$4,078 per Unit
12. Non Residential Property
N/A
$15,817 per Acre
City of Moorpark June 16, 2010
Community Facilities District No. 2004 -1 Page 9
Resolution No. 2010 -2922
Page 13
TABLE 4
ZONE 4 - DEVELOPED PROPERTY
INITIAL SPECIAL TAX FOR FACILITIES
Land Use Type
Building Square
Footage
Initial Annual
Special Tax for
Facilities
1. Residential Property
Less than 3,201
$3,639 per Unit
2. Residential Property
3,201 — 3,750
$3,893 per Unit
3. Residential Property
3,751 — 4,300
$4,008 per Unit
4. Residential Property
4,301 —4,900
$4,170 per Unit
5. Residential Property
Greater than 4,900
$4,401 per Unit
6. Non Residential Property
N/A
$6,222 per Acre
b) Final Map Property and Undeveloped Property
Each Fiscal Year, each Assessor's Parcel classified as Final Map Property or
Undeveloped Property within CFD No. 2004 -1 shall be subject to an Initial
Special Tax for Facilities. The Initial Special Tax for Facilities for an Assessor's
Parcel classified as Final Map Property or Undeveloped Property for Fiscal Year
2006 -2007 shall be $24,913 per Acre for Zone 1, $48,999 per Acre for Zone 2,
$15,817 per Acre for Zone 3, and $6,222 per Acre for Zone 4.
SECTION E
ASSIGNED SPECIAL TAX FOR FACILITIES
FOR ZONES 1, 2, 3, AND 4
a) Developed Property and Annexed Developed Property
Each Fiscal Year, each Assessor's Parcel of Developed Property within Zones 1,
2, 3 and 4, and each Assessor's Parcel of Annexed Developed Property within
Zones 3 shall be subject to an Assigned Special Tax for Facilities. The Assigned
Special Tax for Facilities applicable to an Assessor's Parcel of Developed
Property or Annexed Developed Property within CFD No. 2004 -1 for any Fiscal
Year shall be determined pursuant to Tables 5 through 8 below.
City of Moorpark June 16, 2010
Community Facilities District No. 2004 -1 Page 10
Resolution No. 2010 -2922
Page 14
TABLE 5
ZONE 1 - DEVELOPED PROPERTY
ASSIGNED SPECIAL TAX FOR FACILITIES
Land Use Type
Building Square
Footage
Assigned Annual
Special Tax for
Facilities
1. Residential Property
Less than 2,151
$3,858 per Unit
2. Residential Property
2,151 — 2,350
$4,044 per Unit
3. Residential Property
2,351 — 2,550
$4,200 per Unit
4. Residential Property
2,551 — 2,750
$4,268 per Unit
5. Residential Property
Greater than 2,750
$4,483 per Unit
6. Non Residential Property
N/A
$40,182 per Acre
TABLE 6
ZONE 2 - DEVELOPED PROPERTY
ASSIGNED SPECIAL TAX FOR FACILITIES
City of Moorpark June 16, 2010
Community Facilities District No. 2004 -1 Page 11
Assigned Annual
Building Square
Special Tax for
Land Use Type
Footage
Facilities
1. Residential Property
Less than 1,401
$2,041 per Condo
Unit
2. Residential Property
1,401 — 1,600
$2,383 per Condo
Unit
3. Residential Property
Greater than 1,600
$2,818 Per Condo
Unit
4. Non Residential Property
N/A
$79,030 per Acre
City of Moorpark June 16, 2010
Community Facilities District No. 2004 -1 Page 11
Resolution No. 2010 -2922
Page 15
TABLE 7
ZONE 3 - DEVELOPED PROPERTY AND ANNEXED DEVELOPED PROPERTY
ASSIGNED SPECIAL TAX FOR FACILITIES
Land Use Type
Building Square
Footage
Assigned Annual
Special Tax for
Facilities
1. Residential Property
Less than 2,351
$4,497 per Unit
2. Residential Property
2,351 - 2,600
$4,581 per Unit
3. Residential Property
2,601 -2,850
$4,665 per Unit
4. Residential Property
2,851 -3,100
$4,786 per Unit
5. Residential Property
3,101 -3,350
$4,977 per Unit
6. Residential Property
3,351 -3,600
$5,556 per Unit
7. Residential Property
3,601 -3,850
$5,742 per Unit
8. Residential Property
3,851 -4,100
$5,943 per Unit
9. Residential Property
4,101 -4,350
$6,203 per Unit
10. Residential Property
4,351 -4,600
$6,390 per Unit
11. Residential Property
Greater than 4,600
$6,576 per Unit
12. Non Residential Property
N/A
$25,511 per Acre
TABLE 8
ZONE 4 - DEVELOPED PROPERTY
ASSIGNED SPECIAL TAX FOR FACILITIES
Land Use Type
Building Square
Footage
Assigned Annual
Special Tax for
Facilities
1. Residential Property
Less than 3,201
$5,868 per Unit
2. Residential Property
3,201 - 3,750
$6,278 per Unit
3. Residential Property
3,751 - 4,300
$6,464 per Unit
4. Residential Property
4,301 - 4,900
$6,725 per Unit
5. Residential Property
Greater than 4,900
$7,097 per Unit
6. Non Residential Property
N/A
$10,034 per Acre
City of Moorpark June 16, 2010
Community Facilities District No. 2004 -1 Page 12
Resolution No. 2010 -2922
Page 16
b) Final Map Property and Undeveloped Property
Each Fiscal Year, each Assessor's Parcel classified as Final Map Property or
Undeveloped Property, within CFD No. 2004 -1 shall be subject to an Assigned
Special Tax for Facilities. The Assigned Special Tax rate for an Assessor's
Parcel classified as Final Map Property or Undeveloped Property shall be
$40,182 per Acre for Zone 1, $79,030 per Acre for Zone 2, $25,511 per Acre for
Zone 3, and $10,034 per Acre for Zone 4.
c) Annexed Final Map Property and Annexed Undeveloped Property
Each Fiscal Year, each Assessor's Parcel classified as Annexed Final Map
Property or Annexed Undeveloped Property, within CFD No. 2004 -1 shall be
subject to an Assigned Special Tax for Facilities. The Assigned Special Tax rate
for an Assessor's Parcel classified as Annexed Final Map Property or Annexed
Undeveloped Property shall be $47,782 per Acre.
SECTION F
BACKUP SPECIAL TAXES FOR FACILITIES
FOR ZONES 1, 2, 3, AND 4
Each Fiscal Year, each Assessor's Parcel of Developed Property or Annexed
Developed Property classified as Residential Property shall be subject to a Backup
Special Tax for Facilities. In each Fiscal Year, the Backup Special Tax for Facilities
within each Final Map shall be the amount per Lot calculated according to the following
sections:
a) Developed Property
R x A
B= ----- - - - - --
L
The terms above have the following meanings:
B = Backup Special Tax for Facilities per Lot in each Fiscal
Year.
R = Maximum Special Tax for Facilities per Acre for Undeveloped
Property.
A = Acreage of Developed Property classified or to be classified
as Residential Property in such Final Map.
L = Lots in the Final Map which are classified or to be classified
as Residential Property.
b) Annexed Developed Property
Annexed Developed Property classified as Residential Property shall be subject to a
Backup Special Tax for Facilities equal to $4,526.68.
Based on Sections F.a. and F.b., Table 9 identifies the Backup Tax Special Tax for
Facilities for each Final Map within CFD No. 2004 -1
City of Moorpark June 16, 2010
Community Facilities District No. 2004 -1 Page 13
Resolution No. 2010 -2922
Page 17
TABLE 9
BACKUP SPECIAL TAX RATES FOR FACILITIES
Final Map
Zone
Backup Special Tax
5045 -2
Zone 1
$4,922.08 per Lot
5045 -6
Zone 2
$2,535.12 per Lot
5045 -3
Zone 3
$5,064.93 per Lot
5045 -4
Zone 3
$5,245.06 per Lot
5045 -5
Zone 3
$5,777.52 per Lot
5045 -8
Zone 3
$8,438.40 per Lot
5860
Zone 3
$4,526.68 per Lot
5045 -8
Zone 4
$7,694.28 per Lot
Notwithstanding the foregoing, if all or any portion of the Final Map(s) described in the
preceding paragraph is subsequently changed or modified, then the Backup Special
Tax for Facilities for each affected Assessor's Parcel classified or to be classified as
Residential Property in such Final Map area that is changed or modified shall be an
amount per square foot of Acreage calculated as follows:
1. Determine the total Backup Special Tax for Facilities anticipated to apply to the
changed or modified Final Map area prior to the change or modification.
2. The result of paragraph 1 above shall be divided by the total Acreage of the
affected Assessor's Parcels classified or to be classified as Residential
Property which is ultimately expected to exist in such changed or modified Final
Map area, as reasonably determined by the City.
3. The result of paragraph 2 above shall be divided by 43,560. The result is the
Backup Special Tax for Facilities per square foot of Acreage which shall be
applicable to the affected Assessor's Parcels classified as Residential Property
in such changed or modified Final Map area for all remaining Fiscal Years in
which the Special Tax for Facilities may be levied.
City of Moorpark June 16, 2010
Community Facilities District No. 2004 -1 Page 14
Resolution No. 2010 -2922
Page 18
SECTION G
METHOD OF APPORTIONMENT OF THE SPECIAL TAX
FOR FACILITIES AND THE SPECIAL TAX FOR SERVICES
Commencing Fiscal Year 2006 -2007 and for each subsequent Fiscal Year, the
City Council shall levy a Special Tax for Facilities on all Taxable Property within
CFD No. 2004 -1 until the total amount of Special Tax for Facilities equals the
Special Tax Requirement for Facilities in accordance with the following steps:
Step One: The Special Tax for Facilities shall be levied Proportionately
on each Assessor's Parcel of Annexed Property and
Developed Property up to 100% of the applicable Initial
Special Tax for Facilities as needed to satisfy the Special Tax
Requirement for Facilities.
Step Two: If additional moneys are needed to satisfy the Special Tax
Requirement for Facilities after the first step has been
completed, the Special Tax for Facilities shall be levied
Proportionately on each Assessor's Parcel of Final Map
Property up to 100% of the Initial Special Tax for Facilities
applicable to each such Assessor's Parcel as needed to
satisfy the Special Tax Requirement for Facilities.
Step Three: If additional moneys are needed to satisfy the Special Tax
Requirement for Facilities after the first two steps have been
completed, the Special Tax for Facilities shall be levied
Proportionately on each Assessor's Parcel of Annexed
Developed Property and Developed Property up to 100% of
the applicable Assigned Special Tax for Facilities as presented
in Section E as needed to satisfy the Special Tax Requirement
for Facilities.
Step Four: If additional moneys are needed to satisfy the Special Tax
Requirement for Facilities after the first three steps have been
completed, the Special Tax for Facilities shall be levied
Proportionately on each Assessor's Parcel of Annexed Final
Map Property and Final Map Property up to 100% of the
Assigned Special Tax for Facilities applicable to each such
Assessor's Parcel as needed to satisfy the Special Tax
Requirement for Facilities.
Step Five: If additional moneys are needed to satisfy the Special Tax
Requirement for Facilities after the first four steps have been
completed, the Special Tax for Facilities shall be levied
Proportionately on each Assessor's Parcel of Annexed
Undeveloped Property and Undeveloped Property up to 100%
of the Assigned Special Tax for Facilities applicable to each
such Assessor's Parcel as needed to satisfy the Special Tax
Requirement for Facilities.
City of Moorpark June 16, 2010
Community Facilities District No. 2004 -1 Page 15
Resolution No. 2010 -2922
Page 19
Step Six: If additional moneys are needed to satisfy the Special Tax
Requirement for Facilities after the first five steps have been
completed, then for each Assessor's Parcel of Annexed
Developed Property and Developed Property, whose
Maximum Special Tax for Facilities is the Backup Special Tax
for Facilities shall be increased Proportionately from the
Assigned Special Tax for Facilities up to 100% of the Backup
Special Tax for Facilities as needed to satisfy the Special Tax
Requirement for Facilities.
Notwithstanding the above, under no circumstances will the Special Taxes for Facilities
levied against any Assessor's Parcel of Residential Property for which an occupancy
permit for private residential use has been issued be increased by more than ten
percent (10 %) per Fiscal Year as a consequence of delinquency or default by the owner
of any other Assessor's Parcel within CFD No. 2004 -1.
2. Commencing Fiscal Year 2006 -2007 and for each subsequent Fiscal Year, the
City Council shall levy a Special Tax for Services on all Developed Property and
Annexed Developed Property within CFD No. 2004 -1 until the total amount of
Special Tax for Services equals the Special Tax Requirement for Services as
follows:
The Maximum Special Tax for Services shall be levied Proportionately on each
Assessor's Parcel of Developed Property and Annexed Developed Property up
to 100% of the applicable Maximum Special Tax for Services as needed to
satisfy the Special Tax Requirement for Services.
SECTION H
PREPAYMENT OF SPECIAL TAX FOR FACILITIES
The following definitions apply to this Section H:
"CFD Public Facilities" means $43,750,000 expressed in 2005 dollars, which shall
increase by the Construction Inflation Index on January 1, 2006, and on each January 1
thereafter, or such lower number as (i) shall be determined by the City as sufficient to
provide the public facilities under the authorized bonding program for CFD No. 2004 -1,
or (ii) shall be determined by the City Council 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 or
functionally equivalent to hold funds which are currently available for expenditure to
acquire or construct public facilities eligible under CFD No. 2004 -1.
City of Moorpark June 16, 2010
Community Facilities District No. 2004 -1 Page 16
Resolution No. 2010 -2922
Page 20
"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 City that is reasonably comparable to the Engineering News - Record
Building Cost Index for the City of Los Angeles.
"Future Facilities Costs" means the CFD Public Facilities minus public facility costs
available to be funded through existing construction or escrow accounts or funded by
the Outstanding Bonds, 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 issued and secured by the
levy of Special Tax 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 the Maximum Special Tax.
The Special Tax for Facilities obligation of an Assessor's Parcel of Developed Property
or Annexed Developed Property, as well as an Assessor's Parcel of Final Map Property,
Annexed Final Map Property, Undeveloped Property, or Annexed Undeveloped
Property for which a Building Permit has been issued may be prepaid in full, provided
that there are no delinquent Special Taxes, penalties, or interest charges outstanding
with respect to such Assessor's Parcel at the time the Special Tax obligation would be
prepaid. The Prepayment Amount for an Assessor's Parcel eligible for prepayment shall
be determined as described below.
An owner of an Assessor's Parcel intending to prepay the Special Tax for Facilities
obligation shall provide the City with written notice of intent to prepay, and within 5 days
of receipt of such notice, the City shall notify such owner of the amount of the non-
refundable deposit determined to cover the cost to be incurred by CFD No. 2004 -1 in
calculating the proper amount of a prepayment. Within 15 days of receipt of such non-
refundable deposit, the City shall notify such owner of the prepayment amount of such
Assessor's Parcel.
The Prepayment Amount for each applicable Assessor's Parcel shall be calculated
according to the following formula (capitalized terms defined below):
Bond Redemption Amount
plus
Redemption Premium
plus
Future Facilities Amount
plus
Defeasance
plus
Administrative Fee
less
Reserve Fund Credit
equals Prepayment Amount
As of the date of prepayment, the Prepayment Amount shall be calculated as follows:
City of Moorpark June 16, 2010
Community Facilities District No. 2004 -1 Page 17
Resolution No. 2010 -2922
Page 21
1. For Assessor's Parcels of Developed Property or Annexed Developed
Property, compute the Assigned Special Taxes and the Backup Special
Taxes applicable to the Assessor's Parcel. For Assessor's Parcels of Final
Map Property, Annexed Final Map Property, Undeveloped Property, or
Annexed Undeveloped Property for which a Building Permit has been
issued, compute the Assigned Special Tax and the Backup Special Tax
applicable to the Assessor's Parcel as though it was already designated
as Developed Property or Annexed Developed Property based upon the
Building Permit issued or to be issued for that Assessor's Parcel.
2. For each Assessor's Parcel to be prepaid, (a) divide the Assigned Special
Tax computed pursuant to paragraph 1 for such Assessor's Parcel by the
sum of the estimated Assigned Special Tax applicable to all Assessor's
Parcels of Taxable Property at build out, as reasonably determined by the
City, and (b) divide the Backup Special Tax computed pursuant to
paragraph 1 for such Assessor's Parcel by the sum of the estimated
Backup Special Tax applicable to all Assessor's Parcels of Taxable
Property at build out, as reasonably determined by the City.
3. Multiply the larger quotient computed pursuant to paragraph 2(a) or 2(b)
by Outstanding Bonds. The product shall be the "Bond Redemption
Amount ".
4. Multiply the Bond Redemption Amount by the applicable redemption
premium, if any, on the Outstanding Bonds to be redeemed with the
proceeds of the Bond Redemption Amount. This product is the
"Redemption Premium."
5. Compute the Future Facilities Cost.
6. Multiply the larger quotient computed pursuant to paragraph 2 (a) or 2 (b)
by the amount determined pursuant to paragraph 5. to determine the
Future Facilities Cost to be prepaid (the "Future Facilities Amount ").
7. Compute the amount needed to pay interest on the Bond Redemption
Amount, the Redemption Premium, and the Reserve Fund Credit (see
step 11) to be redeemed with the proceeds of the Prepayment Amount
until the earliest call date for the Outstanding Bonds.
8. Estimate the amount of interest earnings to be derived from the
reinvestment of the Bond Redemption Amount plus the Redemption
Premium until the earliest call date for the Outstanding Bonds.
9. Subtract the amount computed pursuant to paragraph 8 from the amount
computed pursuant to paragraph 7. This difference is the "Defeasance."
10. Estimate the administrative fees and expenses associated with the
prepayment, including the costs of computation of the Prepayment
Amount, the costs of redeeming Bonds, and the costs of recording any
notices to evidence the prepayment and the redemption. This amount is
the "Administrative Fee."
City of Moorpark June 16, 2010
Community Facilities District No. 2004 -1 Page 18
Resolution No. 2010 -2922
Page 22
11. Calculate the "Reserve Fund Credit" as the lesser of: (a) the expected
reduction in the applicable reserve requirements, 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 requirements in effect
after the redemption of Outstanding Bonds as a result of the prepayment
from the balance in the applicable reserve funds on the prepayment date.
Notwithstanding the foregoing, if the reserve fund requirement is satisfied
by a surety bond or other instrument at the time of the prepayment, then
no Reserve Fund Credit shall be given. Notwithstanding the foregoing, the
Reserve Fund Credit shall in no event be less than $0.
12. The Prepayment Amount is equal to the sum of the Bond Redemption
Amount, the Redemption Premium, the Future Facilities Amount, the
Defeasance, and the Administrative Fee, less the Reserve Fund Credit.
With respect to the Special Tax for Facilities obligation that is prepaid pursuant to this
Section H, the City Council shall indicate in the records of CFD No. 2004 -1 that there
has been a prepayment of the Special Tax for Facilities obligation and shall cause a
suitable notice to be recorded in compliance with the Act within thirty (30) days of
receipt of such prepayment to indicate the prepayment of the Special Tax for Facilities
obligation and the release of the Special Tax for Facilities lien on such Assessor's
Parcel, and the obligation of such Assessor's Parcel to pay such Special Taxes for
Facilities shall cease.
Notwithstanding the foregoing, no prepayment will be allowed unless the amount of
Special Tax for Facilities that may be levied on Taxable Property, net of Administrative
Expenses, shall be at least 1.10 times the regularly scheduled annual interest and
principal payments on all currently Outstanding Bonds in each future Fiscal Year.
SECTION I
PARTIAL PREPAYMENT OF SPECIAL TAX FOR FACILITIES
The Special Tax for Facilities obligation of an Assessor's Parcel of Developed Property
or Annexed Developed Property, as well as an Assessor's Parcel of Final Map Property,
Annexed Final Map Property, Undeveloped Property, or Annexed Undeveloped
Property for which a building permit has been issued and will be classified as
Developed Property in the next Fiscal Year, as calculated in this Section I. below, may
be partially prepaid, provided that there are no delinquent Special Taxes, penalties, or
interest charges outstanding with respect to such Assessor's Parcel at the time the
Special Tax for Facilities obligation would be prepaid.
City of Moorpark June 16, 2010
Community Facilities District No. 2004 -1 Page 19
Resolution No. 2010 -2922
Page 23
The Partial Prepayment Amount shall be calculated according to the following formula:
PP =PGxF
The terms above have the following meanings:
PP = the Partial Prepayment Amount.
PG = the Prepayment Amount calculated according to Section H.
F = the percent by which the owner of the Assessor's Parcel is partially
prepaying the Special Tax for Facilities obligation.
With respect to any Assessor's Parcel that is partially prepaid, the City Council shall
indicate in the records of CFD No. 2004 -1 that there has been a partial prepayment of
the Special Tax for Facilities obligation and shall cause a suitable notice to be recorded
in compliance with the Act within thirty (30) days of receipt of such partial prepayment of
the Special Tax for Facilities obligation, to indicate the partial prepayment of the Special
Tax for Facilities obligation and the partial release of the Special Tax for Facilities lien
on such Assessor's Parcel, and the obligation of such Assessor's Parcel to pay such
prepaid portion of the Special Tax for Facilities for shall cease.
Notwithstanding the foregoing, no partial prepayment will be allowed unless the amount
of Special Tax for Facilities that may be levied on Taxable Property after such partial
prepayment, net of Administrative Expenses, shall be at least 1.10 times the regularly
scheduled annual interest and principal payments on all currently Outstanding Bonds in
each future Fiscal Year.
SECTION J
TERMINATION OF SPECIAL TAX
For each Fiscal Year that any Bonds are outstanding, the Special Tax for Facilities shall
be levied on all Assessor's Parcels of Taxable Property. If any delinquent Special Tax
for Facilities remain uncollected prior to or after all Bonds are retired, the Special Tax for
Facilities may be levied to the extent necessary to reimburse CFD No. 2004 -1 for
uncollected Special Tax for Facilities associated with the levy of such Special Taxes for
Facilities, but not later than the 2044 -45 Fiscal Year.
The Special Tax for Services shall be levied for as long as the Special Tax for Services
is needed to meet the Special Tax Requirement for Services as determined at the sole
discretion of the City Council.
SECTION K
EXEMPTIONS
The City shall classify as Exempt Property (i) Assessor's Parcels owned by the State of
California, Federal or other local governments, (ii) Assessor's Parcels which are used
as places of worship and are exempt from ad valorem property taxes because they are
owned by a religious organization, (iii) Assessor's Parcels used exclusively by a
homeowners' association, or (iv) Assessor's Parcels with public or utility easements
making impractical their utilization for other than the purposes set forth in the easement,
provided that no such classification would reduce the sum of all Taxable Property to (a)
less than 9.86 Acres for Tax Zone 1, (b) less than 2.47 Acres for Tax Zone 2, (c) less
City of Moorpark June 16, 2010
Community Facilities District No. 2004 -1 Page 20
Resolution No. 2010 -2922
Page 24
than 79.80 Acres for Tax Zone 3, or (d) less than 24.12 Acres for Tax Zone 4.
Assessor's Parcels which cannot be classified as Exempt Property will continue to be
classified as Undeveloped Property, and will continue to be subject to Special Taxes
accordingly. All Affordable Units shall be exempt from the Special Tax.
SECTION L
APPEALS
Any property owner claiming that the amount or application of the Special Tax is not
correct may file a written notice of appeal with the City Council not later than twelve
months after having paid the first installment of the Special Tax that is disputed. A
representative(s) of CFD No. 2004 -1 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 (except for the last year of levy), but an
adjustment shall be made to the Special Tax on that Assessor's Parcel in the
subsequent Fiscal Year(s).
SECTION M
MANNER OF COLLECTION
The Annual 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. 2004 -1 may
collect the Special Tax at a different time or in a different manner if necessary to meet
its financial obligations.
City of Moorpark June 16, 2010
Community Facilities District No. 2004 -1 Page 21
Resolution No. 2010 -2922
Page 25
STATE OF CALIFORNIA )
COUNTY OF VENTURA ) ss.
CITY OF MOORPARK )
I, Maureen Benson, Assistant City Clerk of the City of Moorpark, California, do
hereby certify under penalty of perjury that the foregoing Resolution No. 2010 -2922 was
adopted by the City Council of the City of Moorpark at a regular meeting held on the
16th day of June, 2010, and that the same was adopted by the following vote:
AYES: Councilmembers Mikos, Pollock, Van Dam, and Mayor Parvin
NOES: None
ABSENT: Councilmember Millhouse
ABSTAIN: None
WITNESS my hand and the official seal of said City this 18th day of June, 2010.
Maureen Benson, Assistant City Clerk
(seal)