HomeMy WebLinkAbout24803RESOLUTION NO. 24803
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
PALM SPRINGS, CALIFORNIA DECLARING ITS
INTENTION TO ESTABLISH PROPOSED COMMUNITY
FACILITIES DISTRICT NO. 2020-1 (CANYON VIEW) OF
THE CITY OF PALM SPRINGS
WHEREAS, the City Council (the "City Council") of the City of Palm Springs (the
"City") has received a petition from the owner of certain real property within the City (the
"Owner") requesting that the City Council institute proceedings for the formation of a
community facilities district, pursuant to Chapter 2.5 (commencing with Section 53311)
of Part 1 of Division 2 of Title 5 of the California Government Code, commonly known as
the "Mello -Roos Community Facilities Act of 1982," for the purpose of constructing,
acquiring and financing through the sale of bonds or the levy of special taxes the
construction and acquisition of public facilities which are necessary to meet increased
demands placed upon the City as a result of the development of said real property (the
"City Facilities"); and
WHEREAS, the Owner is the owner of all of the property which is proposed to be
included within the proposed community facilities district; and
WHEREAS, the City Council has determined that it will be in the public interest
and beneficial to the future residents of the proposed community facilities district that it
be authorized to incur bonded indebtedness to finance the City Facilities; and
WHEREAS, pursuant to Section 53320 of the California Government Code,
having received such a petition, it is appropriate for the City Council to institute
proceedings for the formation of the proposed community facilities district by the
adoption of a resolution of intention pursuant to Section 53321 of said Code,
THE CITY COUNCIL OF THE CITY OF PALM SPRINGS, CALIFORNIA,
HEREBY RESOLVES, DETERMINES AND APPROVES AS FOLLOWS:
SECTION 1. Proposed Community Facilities District. A community facilities district is
proposed to be established under the provisions of Chapter 2.5 (commencing with
Section 53311) of Part 1 of Division 2 of Title 5 of the California Government Code,
commonly known as the "Mello -Roos Community Facilities Act of 1982." The name
proposed for the community facilities district is "Community Facilities District No. 2020-1
(Canyon View) of the City of Palm Springs, County of Riverside, State of California."
SECTION 2. Description and Map of Boundaries. The boundaries of the proposed
community facilities district are described and shown on the map entitled "Boundaries of
Community Facilities District No. 2020-1 (Canyon View) of the City of Palm Springs,
County of Riverside, State of California," which is on file with the City Clerk and is
attached as Exhibit B to this resolution. Said map is approved and, pursuant to Section
3110 of the California Streets and Highways Code, the City Clerk shall, after conforming
with the other requirements of Section 3111 of said Code, record the original of said
5 55 75.70002\32140660.3
Resolution No. 24803
Page 2
map in his office, and not later than 15 days prior to the date of the public hearing set
forth in Section 9 hereof shall file a copy of said map with the County Recorder of the
County of Riverside.
SECTION 3. Types of Facilities and Incidental Expenses.
(a) The types of public facilities proposed to be provided for and financed by
the proposed community facilities district are City Facilities, including street and road
facilities, traffic control devices, landscape medians and undergrounding of existing
overhead utilities as described in that Settlement Agreement and General Release
dated January 31, 2019, between the City and EHOF Canyon View, LLC, a Delaware
limited liability company.
(b) The incidental expenses which will be incurred are: (i) the cost of planning
and designing such facilities and the cost of environmental evaluations thereof, (ii) all
costs associated with the formation of the proposed community facilities district,
issuance of the bonds thereof, the determination of the amount of and collection of
taxes, and costs otherwise incurred in order to carry out the authorized purposes of the
community facilities district, and (iii) any other expenses incidental to the construction,
completion, acquisition and inspection of such facilities.
SECTION 4. Special Taxes. Except where funds are otherwise available, special
taxes sufficient to pay for all such facilities, to pay for debt service on other obligations
of the City relating to such facilities, and to pay the principal of and interest on the bonds
of the proposed community facilities district and the annual administrative expenses of
the City and the proposed community facilities district in determining, apportioning,
levying and collecting such special taxes, and in paying the principal of and interest on
such bonds and the costs of registering, exchanging and transferring such bonds,
secured by the recordation of a continuing lien against all taxable or nonexempt
property in the proposed community facilities district, shall be annually levied within the
proposed community facilities district.
All Parcels of taxable property in the territory of the proposed community facilities
district shall be subject to the annual levy of special taxes to pay the principal of and
interest on the aggregate principal amount of the bonds of the proposed community
facilities district that may be issued and sold to finance the design, construction and
acquisition of the City Facilities.
The rates and method of apportionment of special taxes to be levied on parcels
of taxable property in the proposed community facilities district to pay the principal of
and interest on the bonds of the proposed community facilities district that may be
issued and sold to finance the City Facilities or to pay or accumulate funds for paying
the costs of the design, construction and acquisition of such facilities, or to pay other
debt obligations of the City relating to such facilities are set forth in Exhibit "A" attached
hereto.
Resolution No. 24803
Page 3
The maximum amounts of special taxes that may be levied in any fiscal year on
parcels within the proposed community facilities district that are used for private
residential purposes ("Residential Parcels") are specified in dollar amounts in Exhibit "A"
attached hereto. Special taxes shall not be levied as to each Residential Parcel to pay
the capital cost of the facilities or the principal of and interest on the outstanding bonds
of the community facilities district 35 years after the tax is first levied on such
Residential Parcel and that fiscal year shall be the last tax year in which special taxes
shall be levied on such Residential Parcel for such purpose. Under no circumstances
shall the special taxes levied in any Fiscal Year against any Assessor's Parcel of
Residential Property as a result of a delinquency or default in the payment of the
Special Tax applicable to any other Assessor's Parcel by more than ten percent (10%)
above the amount that would have been levied in that Fiscal Year had there never been
any such delinquency or default.
The conditions under which the obligation to pay the special taxes may be
prepaid and permanently satisfied are as set forth in Exhibit "A" attached hereto.
Pursuant to Section 53340 of the California Government Code, said special taxes
shall be collected in the same manner as ordinary ad valorem property taxes are
collected and shall be subject to the same penalties and the same procedure, sale, and
lien priority in case of delinquency as is provided for ad valorem taxes.
Upon recordation of a notice of special tax lien pursuant to Section 3114.5 of the
California Streets and Highways Code, a continuing lien to secure each levy of the
special taxes shall attach to all non-exempt real property in the proposed community
facilities district, and that lien shall continue in force and effect until the special tax
obligation is prepaid and permanently satisfied and the lien canceled in accordance with
law or until collection of the special taxes ceases.
SECTION 5. Exempt Properties. Pursuant to Section 53340 of the California
Government Code, and except as provided in Section 53317.3 of said Code, properties
of entities of the state, federal, and local governments shall be exempt from the levy of
special taxes.
SECTION 6. Necessity. The City Council finds that the proposed City Facilities
described in Section 3 hereof are necessary to meet increased demands placed upon
the City as a result of new development occurring within the boundaries of the proposed
community facilities district.
SECTION 7. Repayment of Funds Advanced or Work -in -Kind. Pursuant to Section
53314.9 of the California Government Code, the City Council proposes to accept
advances of funds or work -in -kind from private persons or private entities and to
provide, by resolution, for the use of those funds or that work -in -kind for any authorized
purpose, including but not limited to, paying any costs incurred by the City in creating
the proposed community facilities district, and to enter into an agreement, by resolution,
with the person or entity advancing the funds or work -in -kind to repay funds advanced,
Resolution No. 24803
Page 4
or to reimburse the person or entity for the value, or cost, whichever is less, of the work-
in -kind, as determined by the City Council.
SECTION 8. Prohibition of Owner Contracts. Pursuant to Section 53329.5 of the
California Government Code, the City Council finds that the public interest will not be
served by allowing the owners of property within the proposed community facilities
district to enter into a contract in accordance with subdivision (a) of that section, and
that such owners shall not be permitted to elect to perform the work and enter into a
written contract with the City for the construction for the public facilities pursuant to said
Section 53329.5.
SECTION 9. Hearing. A public hearing on the formation of the proposed community
facilities district shall be held at 5:30 p.m. on November 12, 2020 in the City Hall,
Council Chamber, located at 3200 East Tahquitz Canyon Way, Palm Springs, California
or via teleconference as directed by the City due to COVID-19 social distancing
guidelines.
SECTION 10. Notice. The City Clerk shall publish a notice of the time and place of
said hearing as required by Section 53322 of the California Government Code, and
shall also give notice of the time and place of said hearing by first-class mail to each
registered voter and to each landowner within the proposed community facilities district
as prescribed by Section 53322.4 of said Code. Said notice shall be published at least
seven (7) days and mailed at least 15 days before the date of the hearing, and shall
contain the information required by said Section 53322.
SECTION 11. Report. The City Manager, or his designee(s), being the officer(s) of the
City who will be responsible for providing the proposed types of public facilities to be
provided within and financed by the proposed community facilities district, if it is
established, shall study the proposed district, and, at or before the time of said hearing,
file a report or reports with the City Council containing a brief description of the public
facilities by type which will in their opinion be required to adequately meet the needs of
the proposed community facilities district and their estimate of the fair and reasonable
cost of providing those public facilities and the incidental expenses to be incurred in
connection therewith. All such reports shall be made a part of the record of the hearing
to be held pursuant to Section 9 hereof.
SECTION 12. Description of Voting Procedures. The voting procedures to be
followed shall be pursuant to Section 53326 of the California Government Code and
pursuant to the applicable provisions of the Election Code.
Resolution No. 24803
Page 5
PASSED, APPROVED, AND ADOPTED BY THE PALM SPRINGS CITY
COUNCIL THIS 24TH DAY OF SEPTEMBER 2020.
DAVID H. READY, CITY R
ATTEST:
AkT44ONY J. M JI ,
CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.
CITY OF PALM SPRINGS)
I, ANTHONY J. MEJIA, City Clerk of the City of Palm Springs, hereby certify that
Resolution No. 24803 is a full, true and correct copy, and was duly adopted at a regular
meeting of the City Council of the City of Palm Springs on September 24, 2020, by the
following vote:
AYES: Councilmembers Garner, Middleton, Woods, Mayor Pro Tern Holstege,
and Mayor Kors
NOES: None
ABSENT: None
ABSTAIN: None
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of
the City of Palm Springs, California, this 1 S{" day of O c v ►o� , Zv2y
w
An ony J. Mej ,
City of Palm S ings, California
Resolution No. 24803
Page 6
EXHIBIT "A"
RATE AND METHOD OF APPORTIONMENT FOR
THE CITY OF PALM SPRINGS
COMMUNITY FACILITIES DISTRICT NO. 2020-1
(CANYON VIEW)
CITY OF PALM SPRINGS, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
A Special Tax as hereinafter defined shall be levied on all Assessor's Parcels of
Taxable Property in City of Palm Springs Community Facilities District No. 2020-1
(Canyon View), City of Palm Springs, County of Riverside, State of California ("CFD No.
2020-1 ") and collected each Fiscal Year commencing in Fiscal Year 2020-2021, in an
amount determined by the City Council through the application of the appropriate Special
Tax for "Developed Property," as described below. All of the real property in CFD No.
2020-1, unless exempted by law or by the provisions hereof, shall be taxed for these
purposes, to the extent and in the manner herein provided.
A Definitions
The terms hereinafter set forth have the following meanings:
"Act" means the Mello -Roos Community Facilities Act of 1982, as amended,
being Chapter 2.5, Part 1, Division 2 of Title 5 of the Government Code of the
State of California.
"Administrative Expenses" means the actual or reasonably estimated costs
directly related to the administration of CFD No. 2020-1 including, but not limited
to, the following: the costs of computing the Special Taxes and preparing the
annual Special Tax Levy collection schedules (whether by the CFD Administrator
or designee thereof or both); the costs of collecting the Special Tax Levies
(whether by the County or otherwise); the costs of remitting the Special Tax
Levies to the Trustee, the costs of the Trustee (including its legal counsel) in the
discharge of the duties required of it under the Indenture; the costs to City, CFD
No. 2020-1, or any designee thereof of complying with arbitrage rebate
requirements, or responding to questions from the Securities and Exchange
Commission or Internal Revenue Service pertaining to any CFD No. 2020-1
Bonds or any audit of any CFD No. 2020-1 Bonds by the Securities and
Exchange Commission or Internal Revenue Service; the costs to City, CFD No.
2020-1, the Trustee or any designee thereof of complying with City, CFD No.
2020-1, or obligated persons disclosure requirements associated with applicable
federal and state securities laws and of the Act, the costs associated with
preparing Special Tax Levy disclosure statements and responding to public
inquiries regarding the Special Tax Levies; the costs to City, CFD No. 2020-1, or
any designee thereof related to an appeal of the levy or application of the Special
Tax; the costs associated with the release of funds from an escrow account; and
City's annual administration fees and third party expenses. Administrative
Expenses shall also include amounts estimated or advanced by City or CFD No.
Resolution No. 24803
Page 7
2020-1 for any other administrative purposes of CFD No. 2020-1, including, but
not limited to, attorney's fees and other costs related to commencing and
pursuing to completion any foreclosure of delinquent Special Tax.
"Assessor's Parcel" or "Parcel" means a lot or parcel shown on an Assessor's
Parcel Map with an assigned Assessor's Parcel number.
"Assessor's Parcel Map" means an official map of the Assessor of the County
designating parcels by Assessor's Parcel number.
"Assigned Special Tax" means the Special Tax as determined in accordance with
Section C.1.b, below.
"Authorized Facilities" means those facilities eligible to be funded by CFD No.
2020-1, as defined in the Resolution of Formation and authorized to be financed
by CFD No. 2020-1 pursuant to the Act.
"Backup Special Tax" means the Backup Special Tax applicable to each
Assessor's Parcel of Developed Property, as determined in accordance with
Section C.1.c, below.
"Building Permit" means a permit issued by the City or other governmental
agency for the construction of a residential building on an Assessor's Parcel.
"Buildout" means, for CFD No. 2020-1, that all expected Certificates of
Occupancy have been issued.
"Certificate of Occupancy" means a certificate issued by the City pursuant to
Section 93.10.00 of the City's Municipal Code, upon inspection of a completed
Dwelling Unit, that permits the use or occupancy by end users of such Dwelling
Unit.
"CFD Administrator" means an official of CFD No. 2020-1, or any designee
thereof, responsible for determining the Special Tax Requirement and providing
for the levy and collection of the Special Taxes.
"CFD No. 2020-1" means City of Palm Springs Community Facilities District No.
2020-1 (Canyon View), City of Palm Springs, County of Riverside, State of
California.
"CFD No. 2020-1 Bonds" means any bonds or other debt (as defined in Section
53317(d) of the Act), whether in one (1) or more series, authorized by CFD No.
2020-1 under the Act and issued by City and secured by the Special Taxes.
"CFD Public Facilities" means either $2,482,685 in 2020 dollars, which shall
increase by the Construction Cost Index, and on each July 1 thereafter beginning
July 1, 2021, or such lower number as (i) shall be determined by the CFD
Administrator as sufficient to provide the public facilities to be provided by CFD
Resolution No. 24803
Page 8
No. 2020-1 under the authorized bonding program for CFD No. 2020-1, or (ii)
shall be determined by the Council concurrently with a covenant that it will not
issue any more Bonds (except refunding bonds) to be supported by the Special
Tax levied under this Rate and Method of Apportionment as described in Section
C.
"City" means the City of Palm Springs, California.
"City Council" means the City Council of the City.
"Construction Cost Index" means, for Fiscal Year 2021-2022, the Engineering
New Record Construction Cost Index ("ENR CCI") as of March 1, 2021; and for
each Fiscal Year, the ENR CCI as of March 1 of the Fiscal Year preceding the
current Fiscal Year. In the event the Construction Cost Index ceases to be
published, the index used shall be based on a comparable index determined by
City Council.
"County" means the County of Riverside.
"Deferred Improvements Fund" means an account established by the City or
CFD 2020-1 pursuant to the Settlement Agreement to hold funds which are
currently available for expenditure to acquire or construct CFD Public Facilities
eligible under the Act.
"Developed Property" means, for each Fiscal Year, all Assessor's Parcels for
which a Certificate of Occupancy was issued after January 1, 2020 and on or
before May 1 of the Fiscal Year preceding the Fiscal Year for which the Special
Taxes are being levied.
"Dwelling Unit" means a building or portion thereof designed for and occupied in
whole or part as a residence by one (1) family and its guests, with sanitary
facilities and one (1) kitchen provided within the unit.
"Fiscal Year" means the period starting July 1 and ending on the following June
30.
"Future Facilities Costs" means the CFD Public Facilities minus (i) public facility
costs previously paid from the Improvement Fund or the Deferred Improvements
Fund, (ii) moneys currently on deposit in the Improvement Fund or Deferred
Improvements Fund, and (iii) moneys currently on deposit in an escrow fund that
are expected to be available to finance the cost of CFD Public Facilities.
"Indenture" means the indenture, fiscal agent agreement, resolution, or other
instrument pursuant to which CFD No. 2020-1 Bonds are issued, as modified,
amended, and/or supplemented from time to time, and any instrument replacing
or supplementing the same.
Resolution No. 24803
Page 9
"Improvement Fund" means an account specifically identified in the Indenture to
hold funds which are currently available for expenditure to acquire or construct
CFD Public Facilities eligible under the Act.
"Land Use Category" means any of the categories listed in Section C and for
Developed Property as listed in Table 1.
"Maximum Special Tax" means, for each Fiscal Year, the maximum Special Tax,
determined in accordance with Section C.1.a, below, that can be levied on any
Assessor's Parcel.
"Outstanding Bonds" means all CFD No. 2020-1 Bonds which remain
outstanding under the Indenture.
"Previously Issued Bonds" means, for any Fiscal Year, all Outstanding Bonds
that are deemed to be outstanding under the Indenture after the first interest
and/or principal payment date following the current Fiscal Year.
"Property Owner Association Property" means, for each Fiscal Year, any
Assessor's Parcel within the boundaries of CFD No. 2020-1 that is owned by or
irrevocably offered for dedication to a property owner association, including any
master or sub- association, not including any such property that is located
directly under a residential or non-residential structure.
"Proportionately" means that the ratio of the actual Special Tax Levy to the
Assigned Special Tax is equal for all Assessor's Parcels of Developed Property.
"Public Property" means, for each Fiscal Year, all property within the boundaries
of CFD No. 2020-1 that (i) is owned by, irrevocably offered or dedicated to, or
leased to, the federal government, the State, the County, the City, or any local
government or other public agency, provided that any property leased or with
respect to which a possessory interest has been granted to a non-exempt person
or entity by any of the foregoing entities, then pursuant to Section 53340.1 of the
Act, such leasehold or possessory interest shall be taxed and classified
according to its use, or (ii) is encumbered by a public easement making
impractical its use for any purpose other than that set forth in the easement.
"Rate and Method of Apportionment" or "RMA" means this Rate and Method of
Apportionment of Special Tax.
"Resolution of Formation" means the resolution forming CFD No. 2020-1.
"Residential Floor Area" or "SF" means the building square footage of a Dwelling
Unit as determined by reference to the building permit issued by the City for the
Dwelling Unit.
Resolution No. 24803
Page 10
"Residential Property" means any and each Assessor's Parcel of Developed
Property for which a Certificate of Occupancy has been issued by the City for
one or more residential Dwelling Units.
"Special Tax" or "Special Taxes" means the special tax or special taxes to be
levied in each Fiscal Year on each Assessor's Parcel of Developed Property to
fund the Special Tax Requirement.
"Special Tax Levy" or "Special Tax Levies" means the Special Tax to be levied in
each Fiscal Year on Assessor's Parcel of Taxable Property to fund the Special
Tax Requirement.
"Special Tax Requirement" means that amount of Special Taxes required, if any,
in any Fiscal Year for CFD No. 2020-1 to: (i) pay debt service on all Outstanding
Bonds; (ii) pay periodic costs on the CFD No. 2020-1 Bonds, including but not
limited to, credit enhancement and rebate payments on the CFD No. 2020-1
Bonds; (iii) pay all or a portion of the Administrative Expenses as determined by
the CFD Administrator; (iv) pay any amounts required to establish or replenish
any reserve funds for all Outstanding Bonds; (v) prior to the earlier of the
issuance of CFD No. 2020-1 Bonds or the completion of all Authorized Facilities
as determined by the CFD Administrator, accumulate funds for the acquisition or
construction of Authorized Facilities to the extent that the inclusion of such
amounts does not result in a levy of special tax beyond Step 1 pursuant to
Section D; and (vi) pay for reasonably anticipated delinquent Special Taxes
based on the delinquency rate for Special Taxes levied in the previous Fiscal
Year; less (vii) a credit for funds available to reduce the annual Special Tax, as
determined by the CFD Administrator pursuant to the Indenture.
"State" means the State of California
"Taxable Property" means all of the Assessor's Parcels within the boundaries of
CFD No. 2020-1 which are not exempt from the Special Tax pursuant to law or
Section E below.
"Trustee" means the trustee or fiscal agent under the Indenture.
"Undeveloped Property" means, for each Fiscal Year, all property not classified
as Developed Property, Property Owner Association Property, or Public Property.
B Assignment to Land USe Categories
Each Fiscal Year, all Assessor's Parcels within CFD No. 2020-1 shall be classified ,by
the CFD Administrator as Developed Property, Undeveloped Property, Property Owner
Association Property, or Public Property. Only Assessor's Parcels classified as
Residential Property shall be subject to Special Taxes in accordance with this Rate and
Method of Apportionment as determined by the CFD Administrator pursuant to Section
C and D below. The CFD Administrator's allocation of property to each type of Land
Use Category shall be conclusive and binding.
Resolution No. 24803
Page 11
C Maximum Special Tax Rate
C.1 Developed Property
C.1.a Maximum Special Tax
The Maximum Special Tax for each Assessor's Parcel classified as Developed
Property shall be the greater of (i) the amount derived by application of the
Assigned Special Tax and (ii) the amount derived by application of the Backup
Special Tax.
C.1.b Assigned Special Tax
The Assigned Special Tax for Developed Property is shown below in Table 1.
Under no circumstances shall a Special Tax be levied on additions to existing
Dwelling Units.
Table 1: Assigned Special Taxes for Developed Property
in CFD No. 2020-1 (Fiscal Year 2020-2021)
Land Use
Category
Land Use
Assigned Special Tax
1
RESIDENTIAL PROPERTY (>= 2,500
$2 722 PER DWELLING UNIT
2
RESIDENTIAL PROPERTY (2,410 -
$2,353 PER DWELLING UNIT
2,499 SF
3
RESIDENTIAL PROPERTY (2,320 -
$2 231 PER DWELLING UNIT
2,409 SF
4
RESIDENTIAL PROPERTY (2,230 -
$1,880 PER DWELLING UNIT
2,319 SF
5
RESIDENTIAL S OPERTY (< 2,230
$1,575 PER DWELLING UNIT
C.1.c Backup Special Tax
The Backup Special Tax for an Assessor's Parcel of Residential Property shall
equal $16,093 per Acre of the Assessor's Parcel. The Backup Special Tax shall
not apply to Public Property or Property Owners' Association Property.
C.1.d Increase in the Assigned Special Tax and Backup Special Tax
For each Assessor's Parcel, the Fiscal Year 2020-2021 Assigned Special Tax
identified in Table 1 and Backup Special Tax in Section C.1.c, shall increase (i)
commencing on July 1, 2021 and on July 1 of each Fiscal Year thereafter
through the Fiscal Year in which the first Certificate of Occupancy for a Dwelling
Unit is issued on such Assessor's Parcel, by the greater of 2% or the percentage
change in the Construction Cost index; and (ii) commencing in the Fiscal Year
following the Fiscal Year in which the first Certificate of Occupancy for a Dwelling
Unit is issued on the Assessor's Parcel, by an amount equal to two percent (2%)
of the Assigned Special Tax and Backup Special Tax applicable in the Fiscal
Resolution No. 24803
Page 12
Year in which the first Certificate of Occupancy for a Dwelling Unit is issued; and
(iii) on July 1 of each Fiscal Year thereafter by an amount equal to two percent
(2%) of the amount in effect for the previous Fiscal Year.
C.1.e Multiple Land Use Categories
In some instances, an Assessor's Parcel of Developed Property may contain
more than one Land Use Category. The Maximum Special Tax that can be
levied on such an Assessor's Parcel shall be the sum of the Maximum Special
Taxes that can be levied for all Land Use Categories located on that Assessor's
Parcel.
C.2 Undeveloped Property, Property Owner Association Property and Public Property
No Special Tax shall be levied on Undeveloped Property, Property Owner Association
Property, or Public Property.
D Method of Apportionment of the Special Tax
Commencing with Fiscal Year 2020-21 and for each following Fiscal Year, the City
Council shall levy the annual Special Tax Proportionately for each Assessor's Parcel as
follows:
Step 1: The Special Tax shall be levied on each Assessor's Parcel of Residential
Property in an amount up to 100% of the applicable Assigned Special Tax for
Residential Property to satisfy the Special Tax Requirement.
Step 2: If additional monies are needed to satisfy the Special Tax Requirement after
the first step has been completed, then the levy of the Special Tax on each Assessor's
Parcel of Developed Property for which the Maximum Special Tax is determined
through the application of the Backup Special Tax shall be increased in equal
percentages from the Assigned Special Tax up to 100% of the Maximum Special Tax
for each such Assessor's Parcel of Developed Property until (i) the total Special Tax
levied under the first two steps listed in this Section D equals the Special Tax
Requirement, or (ii) the Special Tax levied on all Developed Property equals 100% of
the Maximum Special Tax for Developed Property, whichever occurs first.
E Exemptions
No Special Tax shall be levied on Public Property or Property Owner Association
Property in CFD No. 2020-1. However, should an Assessor's Parcel no longer be
classified as Public Property or Property Owner Association Property, such Assessor's
Parcel may, upon each reclassification, no longer be exempt from Special Taxes.
F Appeals and Interpretations
Any landowner or resident may file a written appeal of the Special Tax on his/her
property with the CFD Administrator, provided that the appellant is current in his/her
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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 CFD 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 eliminate or reduce the Special Tax on the appellant's property for
the current Fiscal Year and all future years. If the CFD Administrator disagrees with the
appellant and the appellant is dissatisfied with the determination, the appellant then has
30 days in which to appeal to the City Council by filing a written notice of appeal with the
clerk of the City, provided that the appellant is current in his/her payments of Special
Taxes. The second appeal must specify the reasons for the appellant's disagreement
with the CFD Administrator's determination. The CFD Administrator may charge the
appellant a reasonable fee for processing the appeal.
The City may interpret this Rate and Method of Apportionment for purposes of clarifying
any ambiguity and make determinations relative to the annual administration of the
Special Tax and any landowner or resident appeals. Any decision of the City will be
final and binding as to all persons.
G 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 the City may directly bill the
Special Tax, may collect Special Taxes at a different time or in a different manner if
necessary or otherwise advisable to meet its financial obligations for CFD No. 2020-1,
and may covenant to foreclose and may actually foreclose on delinquent Assessor's
Parcels as permitted by the Act.
H PREPAYMENT OF SPECIAL TAX
H.1 Prepayment of Special Tax
The Maximum Special Tax obligation may only be prepaid and permanently satisfied for
an Assessor's Parcel of Developed Property or Undeveloped Property for which a
Building Permit has been issued. The Prepayment Amount for an Assessor's Parcel of
Undeveloped Property for which a Building Permit has been issued shall be based on
the Assigned Special Tax for the applicable Land Use Category shown in Table 1 based
on the Building Permit issued for such Assessor's Parcel and the then current Special
Tax rates. The Maximum Special Tax obligation applicable to such Assessor's Parcel
may be fully prepaid and the obligation to pay the Special Tax for such Assessor's
Parcel permanently satisfied as described herein; provided that a prepayment may be
made only if there are no delinquent Special Taxes with respect to such Assessor's
Parcel at the time of prepayment. An owner of an Assessor's Parcel intending to prepay
the Special Tax obligation shall provide the CFD Administrator with written notice of
intent to prepay. Within 30 days of receipt of such written notice, the CFD Administrator
shall notify such owner of the prepayment amount for such Assessor's Parcel. The CFD
Administrator may charge a reasonable fee for providing this service.
Resolution No. 24803
Page 14
The Special Tax 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
less
Capitalized Interest Credit
Total: equals
Special Tax Prepayment Amount
As of the proposed date of prepayment, the Prepayment Amount (defined below)
shall be calculated by the CFD Administrator as follows:
Paragraph No.
Confirm that no Special Tax delinquencies apply to such Assessor's Parcel.
2. Compute the Assigned Special Tax and Backup Special Tax for the
Assessor's Parcel to be prepaid based on the Special Tax which is, or could
be, charged in the current Fiscal Year for Developed Property. For Assessor's
Parcels of Undeveloped Property (for which a Building Permit has been issued
but which is not yet classified as Developed Property) to be prepaid, compute
the Assigned Special Tax and Backup Special Tax for that Assessor's Parcel
as though it was already designated as Developed Property, based upon the
Building Permit which has already been issued for that Assessor's Parcel.
3. (a) Divide the Assigned Special Tax computed pursuant to Paragraph 2 by the
total estimated Assigned Special Tax for CFD No. 2020-1 based on the
Developed Property Special Tax which could be charged in the current Fiscal
Year on all expected development through buildout of CFD No. 2020-1,
excluding any Assessor's Parcels which have been prepaid, and
(b) Divide the Backup Special Tax computed pursuant to Paragraph 2 by the
estimated total Backup Special Tax at buildout of CFD No. 2020-1, excluding
any Assessor's Parcels which have been prepaid.
4. Multiply the larger quotient computed pursuant to Paragraph 3(a) or 3(b) by
the Outstanding Bonds to compute the amount of Outstanding Bonds to be
retired and prepaid (the "Bond Redemption Amount").
5. Multiply the Bond Redemption Amount computed pursuant to Paragraph 4 by
the applicable redemption premium (e.g., the redemption price minus 100%), if
any, on the Outstanding Bonds to be redeemed (the "Redemption Premium").
6. Compute the current Future Facilities Costs.
Resolution No. 24803
Page 15
7. Multiply the larger quotient computed pursuant to Paragraph 3(a) or 3(b) by
the amount determined pursuant to Paragraph 6 to compute the amount of
Future Facilities Costs to be prepaid (the "Future Facilities Amount').
8. 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.
9. Determine the Special Tax levied on the Assessor's Parcel in the current
Fiscal Year which has not yet been paid.
10. Add the amounts computed pursuant to Paragraphs 8 and 9 to determine the
"Defeasance Amount".
11. Verify the administrative fees and expenses of CFD No. 2020-1, including the
costs to compute the prepayment, the costs to invest the prepayment
proceeds, the costs to redeem Bonds, and the costs to record any notices to
evidence the prepayment and the redemption (the "Administrative Fees and
Expenses").
12. If reserve funds for the Outstanding Bonds, if any, are at or above 100% of the
reserve requirement (as defined in the Indenture) on the prepayment date, a
reserve fund credit shall be calculated as a reduction in the applicable reserve
fund for the Outstanding Bonds to be redeemed pursuant to the prepayment
(the "Reserve Fund Credit'). No Reserve Fund Credit shall be granted if
reserve funds are below 100% of the reserve requirement on the prepayment
date or the redemption date.
13. The amount due to fully prepay the Special Tax is equal to the sum of the
amounts computed pursuant to Paragraphs 4, 5, 7, 10, and 11, less the
amount computed pursuant to Paragraph 12 (the "Prepayment Amount').
14. From the Prepayment Amount, the amounts computed pursuant to Paragraphs
4, 5, 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 7 shall be
deposited into the Improvement Fund, or if Bonds have not yet been issued,
the Deferred Improvement Fund. The amount computed pursuant to
Paragraph 11 shall be retained by CFD No. 2020-1.
H.2 General Provisions Applicable to the Prepayment of Special Tax
H.2.a Use of the Special Tax Prepayment Amount
The Prepayment Amount of the Special Tax shall be applied in the following order of
priority: (i) to be deposited into specific funds established under the Indenture, to fully or
partially retire as many CFD No. 2020-1 Bonds as possible, and, if amounts are less
than $5,000, to make debt service payments on the CFD No. 2020-1 Bonds, and (ii) be
Resolution No. 24803
Page 16
remitted to the City for deposit in the Deferred Improvements Fund and used for any
Authorized Facilities. Prior to the issuance of the first series of CFD No. 2020-1 Bonds,
the Prepayment Amount of the Special Tax shall be remitted to the City for deposit in
the Deferred Improvements Fund and used for any Authorized Facilities.
H.2.b Prepayment of Special Tax
Upon confirmation of the payment of the current Fiscal Year's entire Special Tax
obligation, the CFD Administrator may remove the current Fiscal Year's Special Tax
levy for such Assessor's Parcel from the County tax rolls. With respect to any
Assessor's Parcel that is prepaid in accordance with Section H.1, the CFD Administrator
shall cause a suitable notice to be recorded in compliance with the Act, to indicate the
prepayment of the Special Tax and the release of the Special Tax lien on such
Assessor's Parcel, and the obligation to pay the Special Tax for such Assessor's Parcel
shall cease.
H.2.c Debt Service Coverage
Notwithstanding the foregoing, no prepayment of the Special Tax shall be allowed
unless the amount of Special Tax that may be levied on Taxable Property within CFD
No. 2020-1 in each future Fiscal Year, after the proposed prepayment, is at least equal
to the sum of (i) 1.10 times the debt service necessary to support the remaining
Outstanding Bonds in each corresponding Fiscal Year, and (ii) the Administrative
Expenses as defined in Section A herein. Similarly, no prepayment of the Special Tax
shall be allowed if the amount of Special Tax that may be levied on Taxable Property
within CFD No. 2020-1 in each future Fiscal Year, after the proposed prepayment, does
not at least equal to 1.10 times the debt service on all Outstanding Bonds.
Term of Special Tax
For each Assessor's Parcel of Developed Property, the Special Tax shall terminate and
no longer be levied or collected pursuant to this Rate and Method of Apportionment on
the date that is the later of the Fiscal Year immediately following (i) the thirty-fifth
anniversary of the date on which such Special Tax is first levied or collected, or (ii)
Fiscal Year 2052-2053.
Resolution No. 24803
Page 17
BOUNDARY MAP OF COMMUNITY FACILITIES DISTRICT NO. 2020-1 (CANYON
VIER OF THE CITY OF PALM SPRINGS
SHEET 1 OF 1 PROPOSED BOUNDARIES OF
THE CITY OF PALM SPRINGS
COMMUNITY FACILITIES DISTRICT NO. 2020-1
(CANYON VIEW)
COUNTY OF RIVERSIDE
STATE OF CALIFORNIA
Reference is hereby made to the Assessor maps of (1) Filed in the office of the Clerk of the City of Palm
the County of Riverside for a description of the Springs this _ day of , 2020.
lines and dimensions of these parcels.
Assessor Parcels within the
Boundaries of City of Palm
Springs C.F.D. No. 2020-1
(Canyon View):
681-170-038
681-170-039
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SEYINOLE WAY
MATTHEW DRIVE
LEGEND
Boundaries of The City of Palm
Springs C.F.D. No. 2020-1
(Canyon View), County of
Riverside, California
Clerk of the City of Palm Springs, California
(2) 1 hereby certify that the within map showing the
proposed boundaries of the City of Palm Springs
Community Facilities District No. 2020-1
(Canyon View), County of Riverside, State of
California, was approved by the City Council of
the City of Palm Springs at a regular meeting
thereof, held on the day of
2020, by its Resolution No.
Clerk of the City of Palm Springs, California
(3) Filed this _ day of 2020, at the hour of
`"A�"`y OR o'clock _m, in Book of Maps of
Assessment and Community Facilities Districts at page
and as Instrument No. in
the office of the County Recorder of Riverside County, State
of California.
Peter Aldana
Assessor -County Clerk -Recorder of Riverside County
By
Deputy
Fee
by DTA
MATTHEW DRIVE
LEGEND
Boundaries of The City of Palm
Springs C.F.D. No. 2020-1
(Canyon View), County of
Riverside, California
Clerk of the City of Palm Springs, California
(2) 1 hereby certify that the within map showing the
proposed boundaries of the City of Palm Springs
Community Facilities District No. 2020-1
(Canyon View), County of Riverside, State of
California, was approved by the City Council of
the City of Palm Springs at a regular meeting
thereof, held on the day of
2020, by its Resolution No.
Clerk of the City of Palm Springs, California
(3) Filed this _ day of 2020, at the hour of
`"A�"`y OR o'clock _m, in Book of Maps of
Assessment and Community Facilities Districts at page
and as Instrument No. in
the office of the County Recorder of Riverside County, State
of California.
Peter Aldana
Assessor -County Clerk -Recorder of Riverside County
By
Deputy
Fee
by DTA