Agenda packet — Escondido City Council, January 26, 2022 (part 1 of 2)

CITY of ESCONDIDO
Council Meeting Agenda
WEDNESDAY, JANUARY 26, 2022
4:00 PM - Closed Session (Cancelled)
5:00 PM - Regular Session
Escondido City Council Chambers, 201 North Broadway, Escondido, CA 92025

WELCOME TO YOUR CITY COUNCIL MEETING
We welcome your interest and involvement in the legislative process of Escondido. This agenda includes information about topics coming before the City Council and the action recommended by City staff.

MAYOR
Paul McNamara

DEPUTY MAYOR
Tina Inscoe (District 2)

COUNCILMEMBERS
Consuelo Martinez (District 1)
Joe Garcia (District 3)
Michael Morasco (Disctrict 4)

CITY MANAGER
Sean McGlynn

CITY ATTORNEY
Michael McGuinness

CITY CLERK
Zack Beck

HOW TO WATCH
The City of Escondido provides three ways to watch a City Council meeting:

In Person On TV Online
201 N. Broadway Cox Cable Channel 19 and U-verse Channel 99 www.escondido.org 1 Wednesday, January 26, 2022

HOW TO PARTICIPATE
The City of Escondido provides two ways to communicate with the City Council during a meeting:

In Person In Writing

Fill out Speaker Slip and Submit to City Clerk https://escondido-ca.municodemeetings.com/

ASSISTANCE PROVIDED
If you need special assistance to participate in this meeting, please contact our ADA Coordinator at 760-839-4643.

Notification 48 hours prior to the meeting will enable to city to make reasonable arrangements to ensure accessibility. Listening devices are available for the hearing impaired – please see the City Clerk.

2 Wednesday, January 26, 2022

REGULAR SESSION
5:00 PM Regular Session

MOMENT OF REFLECTION
City Council agendas allow an opportunity for a moment of silence and reflection at the beginning of the evening meeting. The City does not participate in the selection of speakers for this portion of the agenda, and does not endorse or sanction any remar ks made by individuals during this time. If you wish to be recognized during this portion of the agenda, please notify the City Clerk in advance.

FLAG SALUTE
The City Council conducts the Pledge of Allegiance at the beginning of every City Council meeting.

CALL TO ORDER
Roll Call: Garcia, Inscoe, Martinez, Morasco, McNamara

PRESENTATIONS
Review of Community Opinion Survey Results

ORAL COMMUNICATIONS
In addition to speaking during particular agenda items, the public may address the Council on any item which is not on the agenda provided the item is within the subject matter jurisdiction of the City Council. State law prohibits the Council from discussing or taking action on such items, but the matter may be referred to the City Manager/staff or scheduled on a subsequent agenda. Speakers are limited to only one opportunity to address the Council under Oral Communications.

CONSENT CALENDAR
Items on the Consent Calendar are not discussed individually and are approved in a single motion. However, Council members always have the option to have an item considered separately, either on their own request or at the request of staff or a member of the public.

1. AFFIDAVITS OF PUBLICATION, MAILING, AND POSTING (COUNCIL/RRB) - 3 Wednesday, January 26, 2022

2. APPROVAL OF WARRANT REGISTER (COUNCIL) -
Request the City Council approve the City Council and Housing Successor Agency warrant numbers:
a. 359554– 359740 dated January 5, 2022
b. 359741 – 359906 dated January 12, 2022
Staff Recommendation: Approval (Finance Department: Christina Holmes)

3. APPROVAL OF MINUTES: Regular Meeting of January 12, 2022

4. RESOLUTION OF INTENTION TO ESTABLISH COMMUNITY FACILITIES DISTRICT NO. 2022-1 (ECLIPSE

AND MOUNTAIN HOUSE -
Request the City Council approve declaring its intent to establish Community Facilities District (“CFD”) No. 2022-1 to fund public facilities related costs for the Eclipse and Mountain House Projects (“Projects”) and setting a public hearing date of March 2, 2022. It is further recommended that the City Council approve Resolution No. 2022-08, declaring its intent to incur bond indebtedness, and approve a Funding Agreement by and among CWC Escondido 113, LLC, TTLC CALWEST, LLC (collectively, the “Developers”) and the City regarding the acquisition and funding of public facilities resulting from the development of the CFD.

Staff Recommendation: Approval (Engineering Services Department: Julie Procopio) a. Resolution No. 2022-02
b. Resolution No. 2022-08

5. LOCAL ASSISTANCE GRANT FOR ORGANICS RECYCLING PROGRAM - Request the City Council approve authorizing the Director of Utilities, or his/her designee, to submit an application to CalRecycle for the SB 1383 Local Assistance Grant. This grant would support the implementation and administration of Escondido's new organics recycling program.

Staff Recommendation: Approval (Utilities Department: Christopher W. McKinney) a. Resolution No. 2022-19

4 Wednesday, January 26, 2022

CONSENT RESOLUTIONS AND ORDINANCES (COUNCIL/RRB)
The following Resolutions and Ordinances were heard and acted upon by t he City Council/RRB at a previous City Council/Mobilehome Rent Review meeting. (The title of Ordinances listed on the Consent Calendar are deemed to have been read and further reading waived.)

6. AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ESCONDIDO, CALIFORNIA, AMENDING CHAPTER 32 OF THE MUNICIPAL CODE PERTAINING TO SUBDIVISIONS -
Approved on January 12, 2022 with a vote of 5/0.
a. Ordinance No. 2022-02 (Second Reading and Adoption)

PUBLIC HEARINGS

7. REVIEW AND RE-AFFIRM COMMUNITY DEVELOPMENT PRIORITIES OF THE FISCAL YEAR 2020-2024 CONSOLIDATED PLAN AND APPROVE ALLOCATION PROCESS FOR FISCAL YEAR 2022-2023 CBDG AND

ESG FUNDING -
Request the City Council review and re-affirm the community development and homeless priorities of the fiscal year 2020-2024 Consolidated Plan, and provide guidance on an allocation process for fiscal year 2022-2023 Community Development Block Grant (“CDBG”) and Emergency Solutions Grant (“ESG”) funds, and authorize the release of Requests for Proposals for the use of CDBG and ESG funds.

Staff Recommendation: Provide Direction (Community Development Department: Adam Finestone)

CURRENT BUSINESS

8. MANAGEMENT AND CONCESSION CONTRACT FOR REIDY CREEK GOLF COURSE - Request the City Council approve authorizing staff to move forward with issuing a Request for Proposals (“RFP”) for the management of the Reidy Creek Golf Course and Concessions.

Staff Recommendation: Approval (Communications and Community Services Department: Danielle Lopez)

9. ESCONDIDO CREEK TRAIL EXPANSION AND RENOVATION PROJECT UPDATE - Request the City Council receive and file an update on the progress of the Escondido Creek Trail Expansion and Renovation Project (“Project”) funded through an $8.5 million Prop 68 grant.

Staff Recommendation: Receive and File (Communications and Community Services: Joanna Axelrod)

5 Wednesday, January 26, 2022

10. AUTHORIZING A SECOND AMENDMENT TO THE ESCONDIDO-VISTA WATER FILTRATION JOINT

POWERS AGREEMENT, AND AUTHORIZING THE TRANSFER OF OWNERSHIP OF CERTAIN RAW WATER

COMVEYANCE FACILITIES -
Request the City Council approve authorizing the Mayor to execute, on behalf of the City of Escondido:
(1) a Second Amendment to the Escondido-Vista Water Filtration Joint Powers Agreement (JPA); (2) an Assignment and Assumption Agreement; (3) a Quitclaim Deed; and (4) a Bill of Sale.

Staff Recommendation: Approval (Utilities Department: Christopher W. McKinney) a. Resolution No. 2022-05

WORKSHOP

11. CALPERS PENSION FUNDING WORKSHOP -
Request the City Council receive and file information on the City’s California Public Employees Retirement System pension obligations.

Staff Recommendation: Receive and File (Finance Department: Christina Holmes)

FUTURE AGENDA

12. FUTURE AGENDA
The purpose of this item is to identify issues presently known to staff or which members of the City Council wish to place on an upcoming City Council agenda. Council comment on these future agenda items is limited by California Government Code Section 54954.2 to clarifying questions, brief announcements, or requests for factual information in connection with an item when it is discussed.

Staff Recommendation: None (City Clerk's Office: Zack Beck)

COUNCILMEMBERS SUBCOMMITTEE REPORTS AND OTHER REPORTS
CITY MANAGER’S WEEKLY ACTIVITY REPORT
The most current information from the City Manager regarding Economic Development, Capital Improvement Projects, Public Safet y, and Community Development. This report is also available on the City’s website, www.escondido.org.
6 Wednesday, January 26, 2022

ADJOURNMENT

UPCOMING MEETING SCHEDULE
Wednesday, February 02, 2022 4:00 & 5:00 PM Regular Meeting, Council Chambers Wednesday, March 02, 2022 4:00 & 5:00 PM Regular Meeting, Council Chambers

SUCCESSOR AGENCY
Members of the Escondido City Council also sit as the Successor Agency to the Community Development Commission, Escondido Joint Powers Financing Authority, and the Mobilehome Rent Review Board.

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T ABLE OF C ONTENTS
Table of Contents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . i List of Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii List of Figures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Purpose of Study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Overview of Methodology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Organization of Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Statistical Significance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Acknowledgements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Disclaimer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 About True North . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Just the Facts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Quality of Life. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 City Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Parks & Recreation Priorities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Policy Issues. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Customer Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Conclusions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Quality of Life . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Overall Quality of Life. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Question 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 What Should Be Changed About Escondido? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Question 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 City Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Overall Satisfaction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Question 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Specific Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Question 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Differentiators of Opinion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 How Safe is Escondido? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Question 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Parks & Recreation Priorities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Priority Improvements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Question 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Additional Priorities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Question 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Policy Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Council Term Limits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Question 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 City Treasurer Position . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Question 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Affordable Housing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Question 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Meeting State Housing Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Question 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Customer Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Contact with City Staff . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 0 Question 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Assessment of City Staff. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Question 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 10 Table of Contents
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Communication. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Satisfaction With Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Question 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Primary Information Source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Question 16 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Background & Demographics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Methodology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Questionnaire Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Programming, Pre-Test & Translation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Sample, Recruiting & Data Collection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Margin of Error due to Sampling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Data Processing & Weighting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Rounding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Questionnaire & Toplines. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 11 List of Tables
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L IST OF T ABLES
Table 1 Rating City by Study Year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Table 2 Rating City by Years in Escondido & Gen der (Showing % Excellent & Good) . . . . . . 12 Table 3 Rating City by Adult 65+ in Hsld, Home Ownership Status & Council District (Showing % Excellent & Good) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Table 4 Rating City by Age (Showing % Excellent & Good) . . . . . . . . . . . . . . . . . . . . . . . . . 12 Table 5 Rating City by Ethnicity & Child in Hsld (Showing % Excellent & Good) . . . . . . . . . . 13 Table 6 Top Changes to Improve City by Study Year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Table 7 Satisfaction With City Services by Study Year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Table 8 Satisfaction With Services by Overall Satisfacti on. . . . . . . . . . . . . . . . . . . . . . . . . . 19 Table 9 Park & Recreation Priorities by Overall Satisfaction & Age (Showing % High Priority). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Table 10 Park & Recreation Priorities by Child in Hsld, Adult 65+ in Hsld & Council District (Showing % High Priority) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Table 11 Support For Housing Developm ent in City by Council District . . . . . . . . . . . . . . . . 29 Table 12 Perceptions of City Staff by Study Year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Table 13 Demographics of Sample by Study Year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 12 List of Figures
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L IST OF F IGURES
Figure 1 Rating City . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Figure 2 Changes to Improve City. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Figure 3 Overall Satisfaction by Study Year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Figure 4 Overall Satisfaction by Years in Escondid o, Ethnicity & Survey Language . . . . . . . . 16 Figure 5 Overall Satisfaction by Age & Home Ownership . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Figure 6 Overall Satisfaction by Council District, Gender, Child in Hsld & Adult 65+ in Hsld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Figure 7 Satisfaction With City Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Figure 8 Safety of Escondido as Place to Live . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Figure 9 Safety of Escondido by Years in Escondido, Overall Satisfaction & Age . . . . . . . . . 20 Figure 10 Safety of Escondido by Ethnicity, Council Di strict & Gender. . . . . . . . . . . . . . . . . . 20 Figure 11 Safety of Escondido by Child in Hsld, Adult 65+ in Hsld, Home Ownership & Survey Language. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Figure 12 Park & Recreation Priorities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Figure 13 Parks & Rec Facility Improvement Not Mentioned . . . . . . . . . . . . . . . . . . . . . . . . . 23 Figure 14 Opinion of Councilmember Term Limits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Figure 15 Opinion of Councilmember Term Limits by Years in Escondido, Overall Satisfaction & Age. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Figure 16 Opinion of Councilmember Term Limits by Ethnicity, Council District & Gender . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Figure 17 Opinion of Councilmember Term Limits by Child in Hsld, Adult 65+ in Hsld, Home Ownership Status & Survey Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Figure 18 Opinion of City Treasurer Position . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Figure 19 Opinion of City Treasurer Position by Years in Escondido, Overall Satisfaction & Age . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Figure 20 Opinion of City Treasurer Position by Ethnicity, Council District & Gender. . . . . . . 27 Figure 21 Opinion of City Treasurer Position by Child in Hsld, Adult 65+ in Hsld, Home Ownership Status & Survey Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Figure 22 Opinion of Housing Development Types in City. . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Figure 23 Opinion of Housing Development Types in Ci ty by Council District . . . . . . . . . . . . 28 Figure 24 Support For Housing Development in City. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Figure 25 Contact With City Staff in Past 12 Months by Study Year . . . . . . . . . . . . . . . . . . . . 30 Figure 26 Contact With City Staff in Past 12 Months by Years in Escondido, Overall Satisfaction & Age. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Figure 27 Contact With City Staff in Past 12 Months by Ethnicity, Council District & Gender . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Figure 28 Contact With City Staff in Past 12 Months by Child in Hsld, Adult 65+in Hsld, Home Ownership Status & Survey Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Figure 29 Perceptions of City Staff . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Figure 30 Satisfaction With Services by Study Year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Figure 31 Satisfaction With Services by Years in Escondido, Ethnicity & Survey Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Figure 32 Satisfaction With Services by Age, Home Ownership Status & Overall Satisfaction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Figure 33 Satisfaction With Services by Council District, Gender, Child in Hsld & Adult 65+ in Hsld. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Figure 34 Primary Source of Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Figure 35 Primary Source of Information by Age & Over all Satisfaction . . . . . . . . . . . . . . . . . 35 Figure 36 Primary Source of Information by Satisfaction With Communication, Ethnicity & Survey Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Figure 37 Primary Source of Information by Council District, Child in Hsld & Adult 65+ in Hsld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 13 List of Figures
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Figure 38 Maximum Margin of Error . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 14 Introduction
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I NTRODUCTION
Nestled in the foothills of North County, the City of Escondido is a diverse community known for its rich history, small town-charm, vibrant downtown, world-class arts, and a progressive vision for its future. Established in 1888 and currently home to an estimated 151,038 residents 1, the City’s team of full-time and part-time employ ees provides a full suite of municipal services including police, fire, public works, water and wastewater utilities, planning, parks, and commu- nity services.

To monitor its progress in meeting residents’ needs, the City of Escondido engages residents on a weekly basis and receives periodic feedback on issue, policy, and performance matters.

Although these informal feedback mechanisms ar e a valuable source of information for the City in that they provide timely and accurate information about the opinions of specific residents, it is important to recognize that they do not necessa rily provide an accurate picture of the commu- nity as a whole. For the most part, informal feedback mechanisms rely on the resident to initiate feedback, which creates a self-selection bias—the City receives feedback only from those resi- dents who are motivated enough to initiate the feedback proce ss. Because these residents tend to be either very pleased or very displeased with the service they have received, their collective opinions are not necessarily representative of the City’s resident population as a whole.

PURPOSE OF STUDY The motivation for the current st udy was to design and employ a methodology that would avoid the self-selection bias noted above and thereby provide the City with a statistically reliable understanding of its residents’ satisfaction, priorities, and concerns as they relate to services, facilities, and policies provided by the City. Ultimately, the survey results and analyses presented in this report provide City Council and staff with information that can be used to make sound, strategic decisions in a variety of areas including service improve- ments and enhancements, measuring and tracking internal performance, planning, budgeting, policymaking, and community engagement.

To assist in this effort, the City selected True North Research to design the research plan and conduct the study. Broadly defined, the study was designed to:
• Identify key issues of importance for residents, as well as their perceptions of the quality of life in Escondido;
• Measure residents’ overall satisfaction with th e City’s efforts to provide municipal services, and their satisfaction with a variety of specific services; • Gather opinions on specific topics including affordable housing, land use, parks and recre- ation, and Council term limits.
• Determine satisfaction with the City’s communication with residents; and • Collect additional background and demographic data that are relevant to understanding res- idents’ perceptions, needs, and interests.

1. Source: US Census April 1, 2020.
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OVERVIEW OF METHODOLOGY A full description of the methodology used for this study is included later in this report (see Methodology o n p a g e 3 8 ) . I n b r i e f , t h e s u r v e y w a s administered to a random sample of 1,298 adults who reside within the City of Escondido. The survey followed a mixed-method design that employed multiple recruiting methods (email, text and telephone) and multiple data collection methods (telephone and online). Administered in English and Spanish between December 3 and De cember 10, 2021, the average interview lasted 18 minutes.

ORGANIZATION OF REPORT This report is designed to me et the needs of readers who prefer a summary of the findings as well as those who are interested in the details of the results.

For those who seek an overview of the findings, the sections titled Just the Facts and Conclusions are for you. They provide a summary of the most important factual findings of the survey in bul- let-point format and a discussion of their implications. For the interested reader, this section is followed by a more detailed question-by-question discussion of the resu lts from the survey by topic area (see Table of Contents), as well as a description of the methodology employed for col- lecting and analyzing the data. And, for the truly ambitious re ader, the questionnaire used for the interviews is contained at the back of this report (see Questionnaire & Toplines on page 41), and a complete set of crosstabulations for the survey results is contained in Appendix A.

STATISTICAL SIGNIFICANCE This is not the first statistically reliable community survey conducted for the City of Escondido. A similar study was conducted by True North for the City in 2020, and many of the questions included in th e 2021 survey were purpos ely tracked from the baseline survey conducted in 2020.

Because there is a natural interest in tracking the City’s performance in meeting the evolving needs of its residents, where appropriate the results of the current study are compared with the results of identical questions in cluded in the prior study. In such cases, True North conducted the appropriate tests of statisti cal significance to identify changes that likely reflect actual changes in public opinion between the prior survey (2020) and the current (2021)—as opposed to being due to chance associated with selecting two samples independently and at random. Dif- ferences between the two studies are identified as statistically significant if we can be 95% confi- dent that the differences reflect an actual ch ange in public opinion between the two studies.

Statistically significant differences within respon se categories over time are denoted by the † symbol which appears in the figure next to the appropriate response value for 2021.

ACKNOWLEDGEMENTS True North thanks the City of Escondido for the opportunity to conduct the study and for contributing valuable input during the design stage of this study. The collective experience, insight, and local knowledge provided by City representatives and staff improved the overall quality of the research presented here.

DISCLAIMER The statements and conclu sions in this report are those of the authors (Dr. Timothy McLarney and Richard Sarles) at True North Research, Inc. and not necessarily those of the City of Escondido. Any errors and omissions are the responsibility of the authors. 16 Introduction
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ABOUT TRUE NORTH True North is a full-service survey research firm that is dedicated to providing public agencies with a clear understanding of the values, perceptions, priorities, and concerns of their residents and customers. Thro ugh designing and implementing scientific sur- veys, focus groups, and one-on-one interviews, as well as expert interpretation of the findings, True North helps its clients to move with confidence when making strategic decisions in a variety of areas—such as planning, policy evaluation, per formance management, establishing fiscal pri- orities, passing revenue measures, and developing effective public information campaigns.

During their careers, Dr. McLarney (President) and Mr. Sarles (Principal Researcher) have designed and conducted over 1,200 survey research studies for public agencies—including more than 400 studies for California municipalities and special districts. 17 Just the Facts
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J UST THE F ACTS
The following is an outline of the main factual findings from the survey. For the reader’s conve- nience, we have organized the findings according to the section titles us ed in the body of this report. Thus, if you would like to learn more about a particular finding, simply turn to the appro- priate report section.

QUALITY OF LIFE
• When asked to rate Escondido on a number of dimensions, residents provided the most pos- itive ratings for the overall quality of life in the City (54% excellent or good), followed by Escondido as a place to shop and dine (44%), as a place to raise a family (43%), as a place to retire (39%), and as a place to play and recreate (37%). • When compared to the other dimensions tested, residents provided softer ratings for Escon- dido as a place to work (30% excellent or good), to operate a business (25%), or advance their career (16%), although each of these di mensions also had a comparatively higher per- centage of respondents who were unsure or unwilling to answer the question. • When asked what change the city government could make to improve the quality of life in the City, approximately 14% could not think of a change they desire (11%) or reported that no changes are needed/everything is fine (3%), both of which are indicative of a respondent who does not perceive any pressing issues or problems in the City. Among specific changes desired, the most common were addressing ho meless issues (25%), improve public safety/ increasing police presence (17%), improving infrastructure, streets, and sidewalks (13%), providing more affordable housing (9%), and cleaning-up the City and landscaping/remov- ing graffiti (9%).

CITY SERVICES
• Two-thirds (66%) of Escondido residents indica ted they were either very (13%) or somewhat (53%) satisfied with the City’s overall effort s to provide municipal services. Approximately one quarter (26%) were very or somewhat dissatisfied, whereas 8% were unsure or unwilling to share their opinion.
• When asked to rate their satisfaction with 18 specific services provided by the City, respon- dents were most satisfied with the City’s effo rts to provide fire pr otection and prevention services (87% very or somewhat satisfied), followed by provide pa ramedic and emergency medical services (86%), maintain sewer and storm drain systems (80%), provide library ser- vices (79%), and maintain parks, sports fields, and recreation facilities (75%). • At the other end of the spectr um, respondents were notably less satisfied with the City’s efforts to address homelessness (12%), attract businesses and good paying jobs to the City (36%), reduce crime and gang activity (38%), maintain and repair local streets and roads (42%), and manage traffic congestion (49%).
• More than six-in-ten respondents felt that Escondido is either a very safe (8%) or somewhat safe (55%) place to live, whereas 29% rated the City as somewhat unsafe, 7% very unsafe, and 1% preferred to not answer the question.
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PARKS & RECREATION PRIORITIES
• Among 12 projects tested, sports fields for mu ltiple sports such as soccer, football, and rugby was viewed as the highest priority for future funding (80% high or medium priority), followed by acquiring land to create additi onal parks and green sp aces (77%), community gardens for growing food (68%), and creating a Nature Center at Dixon Lake that can be reserved for events (65%).
• Dedicated pickleball courts (28%), indoor soccer fields (37%), and an agricultural history museum (42%) were the three lowest priorities among the potential projects tested.

POLICY ISSUES
• Approximately two-thirds (68%) of Escondido residents favored limiting City Councilmem- bers to two consecutive four-year terms, whereas 22% preferred no term limits and 10% were unsure or unwilling to answer the question.
• After receiving background information abou t the City Treasurer po sition, most respon- dents (55%) agreed that The City should eliminate the City Treasurer position. They shouldn't pay a person $135,000 a year to do a job they may not be qualified to do, and for which the City is outsou rcing the work anyway. Approximately one-quarter of respondents (26%) felt The City should keep the elected City Treasurer position. The Treasurer is meant to oversee the City's investment decisions and answers directly to the voters. An additional 18% were either unsure or unwilling to answer the question. • Most respondents held the opinio n that there is too little hous ing in the City of Escondido that is affordable for middle-income families (58%), low-income families (56%), people work- ing in essential jobs like teachers, nurses, police officers, and firefighters (54%), and seniors (51%). The most common alternative view in each case was that the amount of housing is about right, ranging from 17% to 29%. Few re spondents (4% to 15%) perceived that there is too much affordable housing of any type in the City.
• To meet the State’s new housing requirements , most respondents supported the City allow- ing underutilized commercial or industrial properties to be redeveloped into housing (80%), allowing mixed-use housing projects with housing built on top of or next to commercial buildings (61%), and building multi-family housing in an outlying area of the Westfield Mall parking lot that is rarely used for parking (52%). Options that had the potential to impact existing residential neighborhoods found less support, including allowing single family homes to be redeveloped with up to three un its per parcel (42%) and allowing condomini- ums or apartments to be built in areas currently zoned for single family houses (35%).

CUSTOMER SERVICE
• Twenty-seven percent (27%) of respondents indi cated that they had contacted Escondido city staff at least once during the 12 months prior to the interview. • Respondents with staff contac t during this period generally provided high ratings for city staff, with the vast majority describing st aff as professional (9 0%), accessible (86%), and helpful (83%).
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COMMUNICATION
• Overall, 52% of respondents indicated they were satisfied with the City’s efforts to communi- cate with residents through ne wsletters, the Internet, social media, and other means. The remaining respondents were either dissatisfied with the City’s efforts in this respect (31%), unsure of their opinion (16%), or preferred to not answer the question (1%). • When asked to identify their primary source for information about Escondido news and events, 36% indicated that they primarily rely on social media, 33% rely on the Internet (not including social media), and 12% rely on television. The remaining sources—newspapers and radio—were identified as primary information sources for news and events in Escondido by 9% and 2% of respondents, respectively. Approximately 6% offered that they don’t pay atten- tion to Escondido news and ev ents, and an additional 3% preferred to not answer the ques- tion.
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C ONCLUSIONS
As noted in the Introduction, this study was designed to provide the City of Escondido with a sta- tistically reliable understanding of its residents’ opinions, satisfaction, and priorities as they relate to services and facilities provided by th e City. Whereas subsequent sections of this report are devoted to conveying the detailed results of the survey, in this section we attempt to ‘see the forest through the trees’ and note how the result s of the survey answer some of the key ques- tions that motivated the research. The following conclusions are based on True North’s interpre- tations of the results, as well as the firm’s experience conducting similar studies for government agencies throughout the State.

Have residents’ opin-
ions been impacted by
the pandemic?
The 18 months leading up to the 2021 Community Opinion Survey were punctuated by difficult and dramatic events in Escondido. The coronavi- rus pandemic that arrived in early 2020 has taken lives, threatened liveli- hoods, and forced dramatic changes in the way residents live, work, socialize, and play. Non-essential businesses were shuttered for weeks or months at a time to curb the spread of COVID-19, and the City’s oper- ations were also adjusted to protec t public health an d adhere to State guidelines. Services that could be ef fectively moved to an online format were able to continue in that form, whereas other programs and services were modified, curtailed, or canceled to protect the safety of the public and Escondido employees. The pandemic also aggravated certain under- lying issues including housing affordability and homelessness, and pre- sented entirely new public health challenges that continue to shape many aspects of daily life.

The events of the past 18 months form the backdrop necessary for understanding and interpreting the results of the 2021 Community Opin- ion Survey . Although the majority of Escondido residents continue to have positive opinions of the overall quality of life in Escondido (54% rated it as excellent or good) and are satisfied with the City’s overall per- formance in providing municipal se rvices (66% very or somewhat satis- fied), many of the metrics tracked in the survey were somewhat lower in 2021 when compared to the 2020 survey which was conducted shortly after the pandemic started.

In what service areas is
the City performing
best?
Respondents were asked to provide their assessment of the City’s perfor- mance in more than 18 service area s spanning across most City depart- ments. At the top of the list, re spondents provided the most positive ratings for the City’s efforts to pr ovide fire protection and prevention services (87% very or somewhat sati sfied), provide paramedic and emer- gency medical services (86%), maintain sewer and storm drain systems (80%), provide library services (79%), and maintain parks, sports fields, and recreation facilities (75%). Nearly three-quarters of respondents were also satisfied with the City’s efforts to provide arts and cultural activities (73%), preserve natural open spac e and parkland (73%), and provide police services (72%).
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City staff are also a bright spot and appear to be instrumental in keeping residents satisfied with the City over all. Indeed, City staff are often the “face” of the City for residents who are using City facilities, participating in various programs or events, or in need of assistance from the City on any number of matters. Approximately one-quarter (27%) of respondents indicated that they had personally interacted with Escondido staff at least once during the 12 months prior to the interview, and the vast majority described staff as accessibl e (86%), professional (90%), and helpful (83%).

Where should the City
focus on improvement?
In addition to measuring the City’s current performance, a primary goal of this study was to look forward and identify opportunities to adjust services, improve facilities, and/or refine strategies to best meet the community’s evolving needs and expectations. Although residents were generally satisfied with the City’s performance in many areas (as described above), there is always ro om for improvement. Below we note some of the areas that present the best opportunities in this regard.

Considering respondents’ verbatim answers regarding what the city gov- ernment could do to make Escond ido a better place to live (see What Should Be Changed About Escondido? on page 13), the performance rat- ings they assigned to a wide variety of services (see Specific Services on page 17), and their responses on other topics, addressing homelessness, improving public safety/greater po lice presence, reducing crime and gang activity, improving infrastructure, streets and sidewalks, providing more affordable housing, and attr acting businesses and good paying jobs to the City stood out as key ar eas of opportunity and interest for residents.

With the recommendation that the City focus on these areas, it is equally important to stress that when it come s to improving satisfaction in ser- vice areas, the appropriate strategy is often a combination of better com- munication and actual service improvements. It may be, for example, that many residents are simply not aware of the City’s ongoing infra- structure improvement effo rts, or the limits of what a city can do to address homelessness. Choosing the ap propriate balance of actual ser- vice improvements and efforts to ra ise awareness on these matters will be a key to maintaining and improving the community’s overall satisfac- tion in the short- and long-term.

What are residents’ pri-
orities for future parks
and recreation improve-
ments?
The City of Escondido is currently home to a wide variety of parks and recreational opportunities, includin g hundreds of acres of preserved open space and trails, Dixon Lake, Lake Wohlford, Daley Ranch, and more than 20 urban parks, recreati on facilities, and community centers.

By providing much-needed spaces to recreate, relax, and play, Escon- dido’s parks and recreation facilities help to promote a strong sense of community in the City, improve pro perty values, enhance the business 22 Conclusions
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climate and local economy, and genera lly contribute to a higher quality of life for residents and visitors alike.

The 2021 survey sought to identify how residents would prioritize poten- tial parks and recreation projects for the future, recognizing that funding is limited. Among the 12 projects tested, sports fields for multiple sports such as soccer, football, and rugby was viewed as the highest priority, followed by acquiring land to create additional parks and green spaces, community gardens for growing food, and creating a Nature Center at Dixon Lake that can be reserved for events. Second-tier projects included outdoor soccer fields, bike parks and pump tracks, skate parks, and off- leash dog parks. Among the items te sted, dedicated pickleball courts, indoor soccer fields, an agricultural history museum, and batting cages were the four lowest priorities.

Do residents support
term limits for City
Council?
Currently, Escondido City Councilmembers serve a four-year term and there is no limit on how many terms a Councilmember can serve pro- vided that they are re-elected by vote rs. When asked whether they think members of the City Council should be able to serve as many terms as they want so long as voters choose to re-elect them, or if they should be limited to two consecutive four-year terms, approximately two-thirds (68%) of respondents favored limiting City Councilmembers to two con- secutive terms. The remaining respondents were split between those who preferred no term limits (22%) and those who were unsure or unwill- ing to answer the question (10%).

Support for Council term limits was also widespread. In every identified subgroup, those who favored term limits outnumber ed those who did not by at least 2-to-1.

Do residents support
eliminating the City
Treasurer position?
The position of City Treasurer in the City of Escondido is currently elected by the voters. Although th e position requires expertise in finance, accounting, investment and other skills to be performed well, candidates are not required to have these skills when running for Trea- surer. For this and other reasons, the City of Escondido outsources its investment decisions to companies with the needed expertise.

After providing respondents with this background information, the sur- vey presented respondents with two opposing opinions regarding the City Treasurer position and asked to identify that which is closest to their own. Most respondents (55%) agreed that The City should eliminate the City Treasurer position. They shouldn't pay a person $135,000 a year to do a job they may not be qualified to do, and for which the City is out- sourcing the work anyway. Approximately one-quarter of respondents (26%) felt The City should keep the elected City Treasurer position. The Treasurer is meant to oversee the City's investment decisions and 23 Conclusions
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answers directly to the voters. An additional 18% were either unsure or unwilling to answer the question.

Similar to the issue of Council term limits, support for eliminating the City Treasurer position was also widespread. Across all resident sub- groups, the percentage that favored eliminating the City Treasurer posi- tion ranged between 50% to 65%, whereas the percentage that favored keeping the position ranged between 20% to 33%.

When planning for
future housing, which
strategies do residents
support?
Affordable housing (or lack thereof) has become a hot topic in many communities, increasing in saliency during the past few years along with rising rents and home prices. When asked directly, most respondents felt there was too little affordable housing (of any type) in Escondido, and increasing the availability of affordable housing was among the top five improvements that residents indica ted would make Escondido a better place to live, now and in the future.

To build more affordable housing and meet the State’s new housing requirements,2 Escondido residents suppor ted a number of creative solutions tested in the survey. Allowing underutilized commercial or industrial properties to be redeve loped into housing garnered strong support from residents (80%), as di d allowing mixed-use housing proj- ects with housing built on top of or next to commercial buildings (61%).

Building multi-family housing in an outlying area of the Westfield Mall parking lot that is rarely used for parking was also supported by a major- ity of respondents (52%).

When compared to the aforementioned options, housing strategies that had the potential to impact existing residential neighborhoods found less support, including allowing single family homes to be redeveloped with up to three units per parcel (42%) and allowing condominiums or apartments to be built in areas curre ntly zoned for single family houses (35%).

2. The State of California mandates that all cities plan for additional housing as part of the Regional Housing Needs Allocation (RHNA), and also determines the number of new homes local jurisdictions must build—and how affordable the homes must be—in order to meet the housing needs of their community. The State of Calfornia is requiring that the City of Escondido plan for approximately 9,600 additional housing units by April 2029.
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Q UALITY OF L IFE
The opening series of questions in the survey was designed to assess residents’ top of mind per- ceptions about the overall quality of life in Es condido and various aspects of the community, as well as explore their ideas for ways to improve Escondido as a place to live.

OVERALL QUALITY OF LIFE At the outset of the intervi ew, respondents were asked to rate the City of Escondido on a number of key d imensions—including overall quality of life, as a place to raise a family, and as a place to work—u sing a five-point scale of excellent, good, fair, poor, or very poor. As shown in Figure 1 below, residents provided the most positive ratings for the overall quality of life in the City (54% excellent or good), followed by Escondido as a place to shop and dine (44%), as a place to raise a family (43%), as a place to retire (39%), and as a place to play and recreate (37%). When compared to the other dimensions tested, residents provided softer ratings for Escondido as a place to work (30%), to operate a business (25%), or advance their career (16%), although each of these dime nsions also had a comparatively higher percent- age of respondents who were unsure or unwilling to answer the question.

Question 2 How would you rate: _____? Would you say it is excellent, good, fair, poor or very poor?
FIGURE 1 RATING CITY
Table 1 on the next page shows how the ratings for each dimension tested in Question 2 varied by study year. The percentage of respondents that rated each aspect of the City as excellent or good generally declined between 2020 and 2021, likely reflecting the cumulative effects of the pandemic on the City’s operations, business climate, inflation, and other aspects of how Escon- dido residents live, work, and play.

6.7 8.4

9.7 9.2

7.3 4.8

4.7 47.1

35.7 32.8

29.7 29.2

25.1 20.5

13.4 35.5

37.5 33.1

27.1 34.1

32.2 30.7

26.4 7.4

12.6 15.2

22.9 5.0

5.2 9.8

7.4 5.0

5.9 13.1
1 1

3.0 15.0

11.9 18.6

12.7 3

21.3 26.4

18.0 3.3

8.9 6.4
0 1 02 03 04 05 06 07 08 09 0 1 0 0
The overall quality of life in the City
Escondido as a place to shop and dine
Escondido as a place to raise a family
Escondido as a place to retire
Escondido as a place to play and recreate
Escondido as a place to work
Escondido as a place to operate a business
Escondido as a place to advance my career
% Respondents
Excellent Good Fair Poor Very poor Not sure/Prefer not to answer 25 Quality of Life
True North Research, Inc. © 2021 12City of Escondido
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TABLE 1 RATING CITY BY STUDY YEAR
For the interested reader, tables 2-5 show ho w the percentage of respondents who rated each dimension as excellent or good varied by length of residence in Escondido, gender, presence of a senior in the home, home ownership, Council District, age, ethnicity, and presence of a child in the home. Although ratings varied by subgroup, it is worth noting that older residents (55+) and those living in Council District 4 were consistently the most positive in their ratings of the City of Escondido on each dimension tested.

TABLE 2 RATING CITY BY YEARS IN ESCONDIDO & GENDER (SHOWING % EXCELLENT & GOOD) TABLE 3 RATING CITY BY ADULT 65+ IN HSLD, HOME OWNERSHIP STATUS & COUNCIL DISTRICT (SHOWING %

EXCELLENT & GOOD)
TABLE 4 RATING CITY BY AGE (SHOWING % EXCELLENT & GOOD) 2021 2020
Escondido as a place to retire 38.9 42.2 -3.4
Escondido as a place to raise a family 42.5 46.7 -4.2†
Escondido as a place to work 29.8 37.5 -7.6†
Escondido as a place to shop and dine 44.2 52.4 -8.2†
Escondido as a place to play and recreate 36.5 44.7 -8.2† The overall quality of life in the City 53.8 64.8 -10.9† Escondido as a place to operate a business 25.2 N/A N/A Escondido as a place to advance my career 16.4 N/A N/A
Change in
% Excellent +
Good
'20 to '21
Study Year
Less than 5 5 to 9 10 to 14 15 or more Male Female
The overall quality of life in the City 56.3 59.3 59.2 51.1 58.1 53.4 Escondido as a place to shop and dine 39.5 43.3 49.2 45.1 46.1 44.5 Escondido as a place to raise a family 30.4 42.0 47.2 45.8 45.6 41.6 Escondido as a place to retire 39.1 38.0 44.3 38.4 40.6 39.3 Escondido as a place to play and recreate 35.2 35.9 36.7 37.1 39.0 36.9 Escondido as a place to work 20.9 31.9 30.1 32.2 29.5 31.7 Escondido as a place to operate a business 20.8 30.2 20.1 26.3 25.1 26.3 Escondido as a place to advance my career 11.6 16.1 17.0 17.8 19.6 14.8 Years in Escondido (Q1) Gender (QD2)
Yes No Rent Own One Two Three Four
The overall quality of life in the City 62.1 50.8 61.4 46.6 43.0 54.9 49.2 68.2 Escondido as a place to shop and dine 47.2 44.0 42.8 46.2 43.2 41.7 40.6 51.2 Escondido as a place to raise a family 49.0 40.4 45.2 39.8 36.9 39.7 41.4 52.2 Escondido as a place to retire 55.3 31.7 44.3 33.7 32.8 38.7 37.0 47.0 Escondido as a place to play and recreate 42.6 35.0 40.8 32.5 30.9 35.7 34.2 45.2 Escondido as a place to work 32.1 29.7 29.9 30.5 28.3 30.0 29.9 31.1 Escondido as a place to operate a business 26.3 25.7 24.0 27.3 25.2 23.7 24.7 27.2 Escondido as a place to advance my career 18.7 15.8 16.5 16.4 16.0 14.8 16.3 18.3 Adult 65+
in Hsld (QD4)
Home Ownership
Status (QD5) Council District (QS1)
18 to 24 25 to 34 35 to 44 45 to 54 55 to 64 65 or older The overall quality of life in the City 37.5 40.2 51.4 52.9 64.4 76.9 Escondido as a place to shop and dine 42.4 36.7 45.1 37.1 49.1 55.1 Escondido as a place to raise a family 37.7 29.7 39.9 41.5 52.0 56.9 Escondido as a place to retire 32.3 24.6 29.3 30.2 44.0 70.6 Escondido as a place to play and recreate 31.4 24.6 35.6 29.5 47.8 50.3 Escondido as a place to work 20.6 24.3 32.9 24.7 37.7 38.7 Escondido as a place to operate a business 22.1 22.9 26.7 19.6 30.2 30.6 Escondido as a place to advance my career 5.9 13.4 18.7 13.1 24.7 22.1 Age (QD1)
26 Quality of Life
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TABLE 5 RATING CITY BY ETHNICITY & CHILD IN HSLD (SHOWING % EXCELLENT & GOOD) WHAT SHOULD BE CHANGED ABOUT ESCONDIDO? The next question in this series asked residents to identi fy what one thing the City government could change to make Escondido a better place to live, now and in th e future. Question 3 was posed in an open-ended manner, thereby allowing residents to mention any aspect or attribute that came to mind without being prompted by—or restricted to —a particular list of options. True North later reviewed the verbatim responses and grouped them into the categories shown in Figure 2.

Question 3 If the city government could change one thing to make Escondido a better place to live now and in the future, what change would you like to see? FIGURE 2 CHANGES TO IMPROVE CITY
Latino /
Hispanic
Asian
American
Caucasian /
White
Mixed or
other Yes No
The overall quality of life in the City 46.4 59.4 63.2 54.2 50.4 56.8 Escondido as a place to shop and dine 42.4 36.1 48.8 46.8 46.5 44.5 Escondido as a place to raise a family 39.8 37.8 47.3 41.2 44.8 41.9 Escondido as a place to retire 31.7 52.8 46.6 41.3 32.5 43.2 Escondido as a place to play and recreate 30.5 21.0 47.0 44.4 35.5 38.7 Escondido as a place to work 28.8 27.4 33.3 22.0 33.3 29.1 Escondido as a place to operate a business 26.6 28.4 24.2 19.1 28.5 24.1 Escondido as a place to advance my career 16.8 13.2 17.7 10.9 20.6 14.6 Ethnicity (QD9) Child in Hsld (QD3)

25.4 17.1

12.5 11.1

9.4 9.3

5.8 4.3

4.1 3.9

3.8 3.8

3.7 3.5

2.7 2.5

2.4 2.1

1.8 1.7

1.5 0 5 10 15 20 25 30
Address homeless issues
Improve public safety, more police presence
Improve infrastructure, streets, sidewalks
Not sure / Cannot think of anything
Provide more affordable housing
Clean-up, beautify City, landscape, graffiti
Improve parks, recreation
Attract, support, newer, small businesses
Attract more high-end dining options
Provide more community events, activities for all ages
Improve schools, education
Less residential density, high rise apartments, condos
Enforce traffic laws
Improve downtown area, Grand Ave
No changes / Everything is fine
Attract, renovate shopping centers, malls
Reduce traffic congestion
Address parking issues
Improve planning, city development
Synchronize traffic lights
Renovate, repurpose old, empty buildings
% Respondents
27 Quality of Life
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Approximately 14% could not think of a change they desire (11%) or r eported that no changes are needed/everything is fine ( 3%), both of which are indicative of a respondent who does not perceive any pressing issues or problems in the City. Among specific changes desired, the most common were addressing homeless issues (25%), improve public safety/increasing police pres- ence (17%), improving infrastructure, streets, and sidewalks (13%), providing more affordable housing (9%), and cleaning-up the City and landscaping/removing graffiti (9%).

Table 6 provides the top five response categories in the 2020 and 2021 studies. Although the ranking is slightly different, the top three specific issues have remained the same since 2020.

Providing more affordable housing made the top 5 in 2021, replacing cleaning-up/beautifying the City from the top 5 in 2020.

TABLE 6 TOP CHANGES TO IMPROVE CITY BY STUDY YEAR
2021 2020
Address homeless
issues
Improve public
safety, more police
presence
Improve public
safety, more police
presence
Address homeless
issues
Improve
infrastructure,
streets, sidewalks
Improve
infrastructure,
streets, sidewalks
Not sure / Cannot
think of anything
Not sure / Cannot
think of anything
Provide more
affordable housing
Clean-up, beautify
City, landscape,
graffiti
Study Year
28 City Services
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City of Escondido
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C ITY S ERVICES
After measuring respondents’ perceptions of the quality of life in Escondido, the survey next turned to assessing their opinions about the City’s performance in providing various municipal services.

OVERALL SATISFACTION The first question in this seri es asked respondents to indicate if, overall, they were satisfied or dissatisfied wi th the job the City of Escondido is doing to pro- vide city services. Because this question does not reference a specific program, facility, or service and requested that the respondent consider the City’s performance in general, the findings of this question may be regarded as an overall performance rating for the City.

As shown in Figure 3, two-thirds (66%) of Escondido residents indicated they were either very (13%) or somewhat (53%) satisfied with the City’s efforts to provide municipal services. Approxi- mately one quarter (26%) were very or somewhat dissatisfied, whereas 8% were unsure or unwill- ing to share their opinion. When compared to the 2020 survey results, the percentage of respondents who indicated they were very satisf ied declined significantly, whereas the percent- age who indicated they were dissa tisfied increased significantly. In assessing the changes over the past year, it is important to keep in mind that the 2021 survey was conducted more than 18 months into an ongoing pandemic that has impacted the City’s operations, aggravated certain underlying issues including housing affordability and homelessness, and presented entirely new public health challenges.

Question 4 Next, I would like to ask a series of questions about services provided by the City of Escondido. Generally speaking, are you satisfied or dissatisfied with the job the City of Escondido is doing to provide city services?
FIGURE 3 OVERALL SATISFACTION BY STUDY YEAR

54.4 14.5

5.1 7.3

18.413.4†

52.6 18.3†

8.0†

7.2 0
10 20
30 40
50 60
70 80
90 100
2021 2020
Study Y ear
% Respondents
Prefer not to
answer
Not sure
Very
dissatisfied
Som ewhat
dissatisfied
Som ewhat
satisfied
Very satisfied
29 City Services
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The next three figures display how residents’ op inions about the City’s overall performance in providing municipal services varied across subg roups of Escondido residents. The most striking pattern in the figures is the general consistency of the results and the fact that the majority of respondents in every subgroup indicated they we re generally satisfied with the City’s perfor- mance in providing municipal services. That said , satisfaction was somewh at higher than aver- age among those who had lived in the City 10 to 14 years, residents who identified as Caucasian or mixed ethnicity, seniors, home owners, residents of Council District 4, males, those not living with a child, and those with a senior in their home.

FIGURE 4 OVERALL SATISFACTION BY YEARS IN ESCONDIDO, ETHNICITY & SURVEY LANGUAGE FIGURE 5 OVERALL SATISFACTION BY AGE & HOME OWNERSHIP

10.2 17.6 18.5 11.7 12.9 17.2

51.0 47.0

55.0 62.1 53.3 47.9
Ver y
satisfied

16.3 15.0 13.0 12.2
Smwt
satisfied

52.5 50.8

61.555.2
0 10
20 30
40 50
60 70
80 90
100
Less than 5 5 to 9 10 to 14 15 or more Latino /
Hispanic
Asian
American
Caucasian /
White
Mixed or
other
English Spanish
Years in Escondido (Q1) Ethnicity (QD9) Survey Language % Respondents

18.6 28.0

16.1 10.7

51.5 53.8

55.3 50.1
Ver y
satisfied

4.3 8.7 9.8 9.9
Smwt
satisfied

58.0 47.955.150.2
0 10
20 30
40 50
60 70
80 90
100
18 to 24 25 to 34 35 to 44 45 to 54 55 to 64 65 or older Own Rent Age (QD1) Home Ownership Status (QD5)
% Respondents
30 City Services
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FIGURE 6 OVERALL SATISFACTION BY COUNCIL DISTRICT, GENDER, CHILD IN HSLD & ADULT 65+ IN HSLD SPECIFIC SERVICES Whereas Question 4 addressed the City’s overall performance, Ques- tion 5 asked respondents to rate the job the City is doing providing each of the specific services shown in Figure 7 on the next page. The order in which the items was presented was random- ized for each respondent to avoid a systematic position bias, but they are sorted from high to low in the following figure based on the combined percentage of respondents who rated the City’s performance as either excellent or good. For comparison purposes between the services, only respondents who held an opinion are incl uded in the figure. Those who did not have an opinion were removed from this analysis. The percentage of respondents who provided an opin- ion (satisfied or dissatisfied) is presented in brackets beside the service label in the figure, while the bars represent the answers of those with an opinion.

At the top of the list, respondents were most sati sfied with the City’s efforts to provide fire pro- tection and prevention services (87% very or somewhat satisfied), followed by provide paramedic and emergency medical services (86%), maintain sewer and storm drain systems (80%), provide library services (79%), and maintain parks, sports fields, and recreation facilities (75%). At the other end of the spectrum, respondents were no tably less satisfied with the City’s efforts to address homelessness (12%), attrac t businesses and good paying jobs to the City (36%), reduce crime and gang activity (38%), maintain and repair local streets and roads (42%), and manage traffic congestion (49%).

Table 7 on the next page displays the percentag e of respondents who we re satisfied with each service in 2020 and 2021, as well as the differ ence between the two studies. When compared to 2020, satisfaction with most specific services declined significantly in the 2021 survey, with the largest changes found for addressing homelessn ess, providing services and programs for seniors, and managing traffic congestion.

14.8 13.2 9.8 15.9 20.8

10.2 56.2 51.9 51.5

53.9 53.1

53.8 15.413.816.7
Ver y
satisfied

7.9 50.5

48.4 56.5Smwt
satisfied

54.9 0
10 20
30 40
50 60
70 80
90 100
One Two Three Four Male Female Yes No Yes No
Council District Gender (QD2) Child in Hsld (QD3) Adult 65+ in Hsld (QD4) % Respondents
31 City Services
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Question 5 For each of the services I read, I'd like you to tell me how satisfied you are with the job the City is doing to provide the service. Are you satisfied or dissatisfied with the City's efforts to: _____, or do you not have an opinion?
FIGURE 7 SATISFACTION WITH CITY SERVICES
TABLE 7 SATISFACTION WITH CITY SERVICES BY STUDY YEAR
DIFFERENTIATORS OF OPINION For the interested reader, Table 8 displays how the level of satisfaction with each specific service tested in Question 5 varied according to residents’ overall performance ratings for the City (see Overall Satisfaction on page 15). The table divides residents who were sati sfied with the City’s overall performance into one group and those dis- satisfied into a second group. Also displayed is the difference between the two groups in terms

35.4 38.4

24.8 32.1

22.8 21.9

25.2 26.3

15.2 16.7

18.4 15.8

14.5 11.0

8.8 7.9

5.8 51.5

47.7 55.3

46.8 52.3

50.9 47.5

45.9 48.9

47.1 44.7

47.0 41.5

37.7 33.2

30.4 30.2

9.5 9.9

9.6 13.4

14.3 16.8

19.1 17.4

15.9 28.9

32.0 33.9

38.9 30.2

12.0 17.4

22.4 27.7

2.7 24.9

24.5 25.0

28.3 27

9.9 3.1

4.3 6.4

6.8 8.1

8.1 10.9

11.8 11.9

9.0 25.1

25.9 57.6
0 1 02 03 04 05 06 07 08 09 0 1 0 0
Provide fire protection and prevention services [88%]
Provide paramedic and emergency medical services [84%]
Maintain sewer and storm drain systems [88%]
Provide library services [82%]
Maintain parks, sports fields, and recreation facilities [96%] Provide arts and cultural activities [89%]
Preserve natural open space and parkland [93%]
Provide police services [92%]
Prepare the City for emergencies and natural disasters [67%] Prov ide a v ariety of recreation programs for all ages [85%] Provide special events such as concerts in the park and holiday festivals [90%] Provide services and programs for seniors [61%]
Keep public areas clean and free of graffiti [98%]
Manage traffic congestion [97%]
Maintain and repair local streets and roads [98%]
Reduce crime and gang activity [89%]
Attract businesses and good paying jobs to the City [85%] Address homelessness [95%]
% Respondents Who Provided Opinion
Very satisfied Somewhat satisfied Somewhat dissatisfied Very dissatisfied 2021 2020
Provide library services 78.9 77.9 +1.1
Maintain sewer and storm drain systems 80.1 83.3 -3.2†
Provide arts and cultural activities 72.8 78.4 -5.6†
Maintain and repair local streets and roads 42.1 47.8 -5.8† Provide fire protection and prevention services 87.0 92.8 -5.8† Provide paramedic and emergency medical services 86.2 92.3 -6.1† Preserve natural open space and parkland 72.7 78.9 -6.2† Keep public areas clean and free of graffiti 56.0 63.7 -7.7† Maintain parks, sports fields, and recreation facilities 75.1 83.0 -7.9† Provide police services 72.2 82.3 -10.1†
Provide a variety of recreation programs for all ages 63.7 74.5 -10.8† Reduce crime and gang activity 38.4 50.0 -11.6†
Attract businesses and good paying jobs to the City 36.0 49.0 -13.0† Provide special events such as concerts in the park and holiday festivals 63.1 76.5 -13.3† Prepare the City for emergencies and natural disasters 64.2 77.5 -13.4† Manage traffic congestion 48.7 64.4 -15.7†
Provide services and programs for seniors 62.8 78.6 -15.8† Address homelessness 12.3 30.7 -18.5†
Change in
Satisfaction
2020 to 2021
Study Year
32 City Services
True North Research, Inc. © 2021 19City of Escondido
. . . . . . . . . . . . . . . .
of the percentage who indicated they were satisfie d with the City’s efforts to provide each ser- vice tested in Question 5 (far right column). Fo r convenience, the services are sorted by that dif- ference, with the greatest differentiators of opinion near the top of the table.

When compared to their counterparts, those who were satisfied with the City’s overall perfor- mance in providing city services were also more likely to express satisfaction with the City’s efforts to provide each of the services tested in Question 5. That said, the greatest specific dif- ferentiators of opinion between satisfied and di ssatisfied residents were found with respect to the City’s efforts to provide services and programs for seniors, prepare the City for emergencies and natural disasters, keep public areas clean an d free of graffiti, prov ide police services, and attract businesses and good paying jobs to the City.

TABLE 8 SATISFACTION WITH SERVICES BY OVERALL SATISFACTION HOW SAFE IS ESCONDIDO? The final question in this series asked respondents to rate how safe the City of Escondido is as a place to live. The overall responses are shown in Figure 8.

Question 6 Overall, how safe is the City of Escondido as a place to live? Would you say it is very safe, somewhat safe, somewhat unsafe, or very unsafe?
FIGURE 8 SAFETY OF ESCONDIDO AS PLACE TO LIVE
More than six-in-ten respondents felt that Escondido
i s e i t h e r a v e r y s a f e ( 8 % ) o r s o m e w h a t s a f e ( 5 5 % ) place to live, whereas 29% rated the City as some-
what unsafe, 7% very unsafe, and 1% preferred to
not answer the question. For the interested reader,
figures 9-11 on the followi ng page display how per-
ceptions of safety in Escondido varied across resi-
dent subgroups.

Very or somewhat
satisfied
Very or somewhat
dissatisfied
Provide services and programs for seniors 77.0 34.1 43.0 Prepare the City for emergencies and natural disasters 76.6 36.4 40.3 Keep public areas clean and free of graffiti 68.1 28.0 40.1 Provide police services 83.8 44.5 39.3
Attract businesses and good paying jobs to the City 48.7 10.2 38.6 Maintain parks, sports fields, and recreation facilities 85.9 48.1 37.8 Provide arts and cultural activities 83.9 47.1 36.8
Maintain and repair local streets and roads 52.6 17.2 35.5 Preserve natural open space and parkland 83.0 48.2 34.8 Provide a variety of recreation programs for all ages 74.3 41.3 33.1 Provide special events such as concerts in the park and holiday festivals 73.9 41.1 32.8 Manage traffic congestion 57.5 26.5 31.1
Provide library services 87.9 57.7 30.2
Provide paramedic and emergency medical services 94.3 65.8 28.6 Reduce crime and gang activity 46.9 20.5 26.4
Maintain sewer and storm drain systems 87.3 63.9 23.3
Provide fire protection and prevention services 92.8 72.5 20.3 Address homelessness 16.2 3.7 12.6
Satisfaction With
City's Overall Performance (Q4) Difference Between
Groups For Each
Service
% Respondents Satisfied With Each Service
Very safe

8.3 Somewhat safe

54.8 Somewhat
unsafe

29.4 Very unsafe

6.9 Prefer not to
answer

0.6 33
City Services
True North Research, Inc. © 2021 20City of Escondido
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FIGURE 9 SAFETY OF ESCONDIDO BY YEARS IN ESCONDIDO, OVERALL SATISFACTION & AGE FIGURE 10 SAFETY OF ESCONDIDO BY ETHNICITY, COUNCIL DISTRICT & GENDER FIGURE 11 SAFETY OF ESCONDIDO BY CHILD IN HSLD, ADULT 65+ IN HSLD, HOME OWNERSHIP & SURVEY LANGUAGE

11.5 2.6 6.3 3.7 8.7 11.0 16.8

63.6 34.5

65.8 49.1 54.2 48.1

57.9 56.6

2.0 Ver y
safe

6.6 6.3 11.4 8.9
Smwt
safe

53.0 55.354.6

56.0 0
10 20
30 40
50 60
70 80
Less than
5 5 to 9 10 to 14 15 or
mo re
Satisfied Dis-
satisfied
18 to 24 25 to 34 35 to 44 45 to 54 55 to 64 65 or
older
Years in Escondido (Q1) Overall Satisfaction
(Q4)
Age (QD1)
% Respondents

7.6 5.7 10.6 9.4 11.5 6.1

49.9 56.3 52.2 60.7 56.9

54.7 13.69.910.3
Ver y
safe

7.1 52.1 56.0 49.3Smwt
safe

54.5 0
10 20
30 40
50 60
70 80
Latino /
Hispanic
Asian
American
Caucasian /
White
Mixed or
other
One Two Three Four Male Female
Ethnicity (QD9) Council District Gender (QD2)
% Respondents

8.7 7.7 7.4

14.8 55.5 54.8 55.0

53.1 Ver y
safe

7.4 9.3 13.7

6.1 Smwt
safe

51.3 56.5

52.857.2
0 10
20 30
40 50
60 70
80 Yes No Yes No Own Rent English Spanish
Child in Hsld (QD3) Adult 65+ in Hsld (QD4) Home Ownership Status (QD5)
Survey Language
% Respondents
34 Parks & Recreation Priorities
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P ARKS & R ECREATION P RIORITIES
The City of Escondido is currently home to a wide variety of parks and recreational opportunities, including hundreds of acres of preserved open space and trails, Dixon Lake, Lake Wohlford, Daley Ranch, and more than 20 urban parks, recreation facilities, and community centers. By providing much-needed spaces to recreate, rela x, and play, Escondido’s parks and recreation facilities help to promote a strong sense of community in the City, im prove property values, enhance the business climate and local economy, an d generally contribute to a higher quality of life for residents and visitors alike. This section of the report profiles residents’ priorities with respect to future spending on parks and recreation facilities.

PRIORITY IMPROVEMENTS Question 7 was designed to pr ovide the City of Escondido with a reliable measure of how residents—as a whole—prioriti ze among a host of parks and rec- reation improvements that could be considered for the City’s future. The format of the question was straightforward: respondents were asked wh ether each project shown in Figure 12 should be a high, medium, or low priority for future spending—or if the City should not spend money on the project at all. To encourage a sense of com petition, respondents were instructed that not all of the projects could be high priorities.

Question 7 The City of Escondido has the resources to provide some of the parks and recre- ation facilities and services desired by residents. Because it can't fund every service and project, the City must set priorities. As I read each of the following items, please indicate whether you think the City should make the item a high priority, a medium priority, or a low priority for future city spending. If you feel the City should not spend any money on this item, just say so.

Please keep in mind that not all of the items can be high priorities.

FIGURE 12 PARK & RECREATION PRIORITIES

42.5 47.3

34.1 26.8

22.2 19.8

16.5 19.2

11.2 14.1

11.3 7.9

37.5 29.9

33.8 37.8

38.5 37.3

38.3 31.1

30.7 27.9

25.2 19.6
0 1 02 03 04 05 06 07 08 09 0 1 0 0
Sports fields for multiple sports such as soccer, football, rugby Acquire land to create additional parks and green spaces Community gardens for growing food
Nature Center at Dixon Lake that can be reserved for events Outdoor soccer fields
Bike parks and pump tracks
Skate parks
Off-leash dog parks
Batting cages
Agricultural history museum
Indoor soccer fields
Dedicated pickleball courts
% Respondents
High priority Medium priority
35 Parks & Recreation Priorities
True North Research, Inc. © 2021 22City of Escondido
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The projects are sorted in Figure 12 from high to low based on the proportion of respondents who indicated that a project was at least a medium priority for future funding. Among the proj- ects tested, sports fields for multiple sports such as soccer, football, and rugby was viewed as the highest priority (80% high or medium priority), followed by acquiring land to create addi- tional parks and green spaces (77%), community gardens for growing food (68%), and creating a Nature Center at Dixon Lake that can be reserved for events (65%). Among the items tested, ded- icated pickleball courts (28%), indoor soccer fields (37%), and an agricultural history museum (42%) were the three lowest priorities.

Tables 9 and 10 show how the percentage who assigned high priority status to different projects varied across subgroups of Escondido residents. For ease of comparison , the top three ratings within each subgroup are high lighted green. The tables show a remarkable degree of consis- tency across resident subgroups with respect to the top priorities for future parks and recreation funding.

TABLE 9 PARK & RECREATION PRIORITIES BY OVERALL SATISFACTION & AGE (SHOWING % HIGH PRIORITY) TABLE 10 PARK & RECREATION PRIORITIES BY CHILD IN HSLD, ADULT 65+ IN HSLD & COUNCIL DISTRICT (SHOWING %

HIGH PRIORITY)
ADDITIONAL PRIORITIES? Recognizing that the list of projects in Question 7 was not exhaustive, Question 8 followed-up by offering respondents the opportuni ty to identify other high priority park or recreation facility improvements not previously mentioned. Question 8 was presented in an open-ended mann er, thereby allowing respondents to mention any project or improvement that came to mind without being pr ompted by or restricted to a particular list of options. True North later reviewed the verbatim responses and grouped them into the categories shown in Figure 13 on the next page.

Satisfied Dissatisfied 18 to 24 25 to 34 35 to 44 45 to 54 55 to 64 65 or older Sports fields to can be used for multiple sports 44.6 41.3 53.4 50.6 40.6 42.0 39.3 31.8 Acquire land to create additional parks and green spaces 49.4 43.4 55.7 53.7 53.3 44.5 43.5 35.7 Community gardens for growing food 32.8 37.2 49.8 41.8 33.6 30.8 29.3 23.8 Nature Center at Dixon Lake that can be reserved for events 27.9 25.0 31.6 32.4 26.9 26.2 26.1 19.4 Outdoor soccer fields 22.0 24.9 30.6 26.1 20.6 15.1 24.3 18.6 Bike parks and pump tracks 20.4 18.5 15.2 22.9 22.2 25.8 19.2 14.9 Skate parks 18.0 13.5 17.1 21.5 17.2 19.2 13.7 11.3
Off-leash dog parks 18.1 19.5 21.4 29.8 17.0 17.0 15.5 14.2 Batting cages 11.0 11.5 4.9 14.0 16.3 12.4 9.6 9.9
Agricultural history museum 13.1 15.3 18.1 19.7 14.8 13.2 10.8 8.4 Indoor soccer fields 11.3 11.4 12.4 16.0 13.6 11.0 7.9 7.0 Dedicated pickleball courts 8.9 6.3 3.8 6.5 8.9 7.3 11.6 8.8 Age (QD1)Overall Satisfaction (Q4)
Yes No Yes No One Two Three Four
Sports fields to can be used for multiple sports 47.5 40.4 40.4 47.1 41.9 46.5 42.8 38.8 Acquire land to create additional parks and green spaces 51.2 44.9 44.9 49.5 48.1 48.6 47.3 45.3 Community gardens for growing food 35.1 35.1 35.1 39.0 36.8 30.9 37.2 31.7 Nature Center at Dixon Lake that can be reserved for events 30.8 23.8 23.8 27.7 28.8 28.8 30.6 19.1 Outdoor soccer fields 24.4 20.6 20.6 23.0 25.7 22.4 20.4 20.1 Bike parks and pump tracks 22.4 17.9 17.9 21.5 20.5 22.8 18.1 17.9 Skate parks 20.5 14.9 14.9 20.1 19.5 15.0 17.4 14.0
Off-leash dog parks 17.1 20.1 20.1 20.7 21.1 20.9 18.4 16.4 Batting cages 14.0 10.1 10.1 13.1 8.1 13.9 14.4 8.5
Agricultural history museum 19.0 11.6 11.6 15.7 15.5 15.1 18.0 7.6 Indoor soccer fields 13.8 10.3 10.3 13.5 11.2 13.3 13.2 7.7 Dedicated pickleball courts 8.0 7.7 7.7 7.9 8.5 7.4 8.2 7.6 Child in Hsld (QD3)
Adult 65+
in Hsld (QD4) Council District (QS1)
36 Parks & Recreation Priorities
True North Research, Inc. © 2021 23City of Escondido
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Question 8 Is there a park or recreation facility improvement that I didn't mention that you think should be a high priority for future city spending? FIGURE 13 PARKS & REC FACILITY IMPROVEMENT NOT MENTIONED Most respondents indicated that no additional high priority pa rks or recreation improvements came to mind (60%) or they were unsure/unwilling to answer the question (9%). Among the spe- cific improvements that were mentioned, improvements to existing parks and recreation facili- ties/areas was most common (9%), following by an interest in additional parks/open space (5%), swimming pool/Aquatic Center (3%), hiking/walking trails (2%), and better security/security lighting (2%).

60.4 9.4

9.3 4.8

2.9 2.4

2.3 1.9

1.4 1.3

1.1 1.0

1.0 1.0

0.8 0.5
0 1 02 03 04 05 06 07 0
No additional park, rec facility improvements
Not sure / Prefer not to answer
Improvements to specific existing park, rec facilities, areas Parks, open space
Swimming pool / Aquatic Center
Hiking, walking trails
Better security, lighting
Variety of sports fields
Bike trails
Programs, facilities for all ages
Off-leash dog parks
Clean, maintain existing facilities
Skate park
Tennis courts
Facilities for homeless
Basketball courts
% Respondents
37 Policy Issues
True North Research, Inc. © 2021 24
City of Escondido
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P OLICY I SSUES
In addition to questions that focused on City services, the 2021 survey also explored residents’ opinions on key policy issues including Council term limits, the value of the City Treasurer posi- tion, and affordable housing.

COUNCIL TERM LIMITS Currently, Escondido City Councilmembers serve a four-year term and there is no limit on how many terms a Coun cilmember can serve provided that they are re- elected by voters. Question 9 asked respondents whether they think members of the City Council should be able to serve as many terms as they want so long as voters choose to re-elect them, or if they should be limited to two consecutive four-year terms. As shown in Figure 14, approxi- mately two-thirds (68%) of Escondido residents favored limiting City Councilmembers to two con- secutive terms, whereas 22% preferred no term limits and 10% were unsure or unwilling to answer the question.

Question 9 When elected, Escondido City Councilmembers serve a four year term. There is cur- rently no limit to how many terms a Councilmember can serve, provided that they are re-elected by voters. Which of the following opinions is closest to your own? _____ OR _____? FIGURE 14 OPINION OF COUNCILMEMBER TERM LIMITS
Figures 15-17 show how opinions about City Council term limits varied across subgroups of Escondido residents. In every subgroup, those who favored term limits outnum-
bered those who did not by at least 2-to-1. It’s also worth noting that opposition to term limits was confined to less than one-quarter of respondents in most subgroups.

FIGURE 15 OPINION OF COUNCILMEMBER TERM LIMITS BY YEARS IN ESCONDIDO, OVERALL SATISFACTION & AGE 2 consecutive 4-
yr term s

67.9 No term limit

22.1 Prefer not to
answer

1.1 Not sur e

8.9 25
16 23 23 21 19 22 26
68 74
68 66 65
77 63
72 67 70 69 65
2424
1721
0 10
20 30
40 50
60 70
80 90
100
Less than
5 5 to 9 10 to 14 15 or
mo re
Satisfied Dis-
satisfied
18 to 24 25 to 34 35 to 44 45 to 54 55 to 64 65 or
older
Years in Escondido (Q1) Overall Satisfaction
(Q4)
Age (QD1)
% Respondents
No term limit 2 consecutive 4-yr terms
38 Policy Issues
True North Research, Inc. © 2021 25City of Escondido
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FIGURE 16 OPINION OF COUNCILMEMBER TERM LIMITS BY ETHNICITY, COUNCIL DISTRICT & GENDER FIGURE 17 OPINION OF COUNCILMEMBER TERM LIMITS BY CHILD IN HSLD, ADULT 65+ IN HSLD, HOME OWNERSHIP

STATUS & SURVEY LANGUAGE
CITY TREASURER POSITION The position of City Treasurer in the City of Escondido is currently elected by the voters. Al though the position requires ex pertise in finance, accounting, investment and other skills to be performed well, candidates are not required to have these skills when running for Treasurer. For this and other reasons, the City of Escondido outsources its investment decisions to companies with the n eeded expertise. After providing respondents with this background information, th ey were presented with two o pposing opinions regarding the City Treasurer position and asked to identify that which is closest to their own.

Most respondents (55%) agreed that The City should eliminate the City Treasurer position. They shouldn't pay a person $135,000 a year to do a job they may not be qualified to do, and for which the City is outsourcing the work anyway. Approximately one-quarter of respondents (26%) felt The City should keep the elected City Treasurer position. The Treasurer is meant to oversee the City's investment decisions and answers directly to the voters. An additional 18% were either unsure or unwilling to answer the question (see Figure 18). 25 21 21 22 21 24
66 66 69
75 66 70 67 69 70
64 22
30 22 18
0 10
20 30
40 50
60 70
80 90
100
Latino /
Hispanic
Asian
American
Caucasian /
White
Mixed or
other
One Two Three Four Male Female
Ethnicity (QD9) Council District Gender (QD2)
% Respondents
No term limit 2 consecutive 4-yr terms
26 18 22 25
63 69 67 68 66 70 69
60 27
21 25 21
0 10
20 30
40 50
60 70
80 90
100
Yes No Yes No Own Rent English S panish
Child in Hsld (QD3) Adult 65+ in Hsld (QD4) Home Ownership Status (QD5) Survey Language % Respondents
No term limit 2 consecutive 4-yr terms
39 Policy Issues
True North Research, Inc. © 2021 26City of Escondido
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Question 10 The position of City Treasurer in the City of Escondido is currently elected by the voters. Although the position requires expertise in finance, accounting, investment and other skills to be performed well, candidates are not required to have these skills when running for Treasurer. For this and other reasons, the City of Escondido outsources its investment decisions to companies with the needed expertise. Knowing the above, which of the following opinions is closest to your own? _____ OR _____?
FIGURE 18 OPINION OF CITY TREASURER POSITION
For the interested rea der, figures 19-21 show
how opinions regarding the City Treasurer posi-
tion were distributed across subgroups of
Escondido residents. Across all subgroups, the
percentage that favored eliminating the City
Treasurer position ranged between 50% to 65%,
whereas the percentage that favored keeping
the position ranged between 20% to 33%.

FIGURE 19 OPINION OF CITY TREASURER POSITION BY YEARS IN ESCONDIDO, OVERALL SATISFACTION & AGE Should eliminate
position

55.3Should keep
City Treasurer

26.4 Not sur e

16.4 Prefer not to
answer

1.9 52
65 50
61 56 56 54 50
26 20
33 27 30
20 30 26 23
28 26 28
58 62
53 54
0 10
20 30
40 50
60 70
80 90
100
Less than
5 5 to 9 10 to 14 15 or
mo re
Satisfied Dis-
satisfied
18 to 24 25 to 34 35 to 44 45 to 54 55 to 64 65 or
older
Years in Escondido (Q1) Overall Satisfaction
(Q4)
Age (QD1)
% Respondents
Should eliminate position Should keep City Treasurer
40 Policy Issues
True North Research, Inc. © 2021 27City of Escondido
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FIGURE 20 OPINION OF CITY TREASURER POSITION BY ETHNICITY, COUNCIL DISTRICT & GENDER FIGURE 21 OPINION OF CITY TREASURER POSITION BY CHILD IN HSLD, ADULT 65+ IN HSLD, HOME OWNERSHIP STATUS & SURVEY LANGUAGE
AFFORDABLE HOUSING Affordable housing (or lack th ereof) has become a hot topic in many communities, increasing in saliency during the past few years along with rising rents and home prices. As noted previously in this report (see What Should Be Changed About Escondido? on page 13), increasing the availability of affordable housing was among the top five improve- ments that residents indicated would make Escondido a better place to live, now and in the future. The 2021 survey took the opportunity to dig deeper on this topic by first asking respon- dents whether there is currently too little, ab out the right amount, or too much of each type of affordable housing listed in Figure 22 on the next page.

Most respondents held the opinion that there is too little housing that is affordable for middle- income families (58%), low-income families (56%), people working in essential jobs like teachers, nurses, police officers, and firefighters (54%), and seniors (51%) in the City of Escondido. The most common alternative view in each case was that the amount is about right, ranging from 17% to 29%. Few respondents (4% to 15%) perceived that there is too much affordable housing in the City. Figure 23 shows how residents views of affordable housing varied by type in each Coun- cil District.
56 58
53 54 55 54
26 28 27 29 26 24 28 27 30
23 50
56 5156
0 10
20 30
40 50
60 70
80 90
100
Latino /
Hispanic
Asian
American
Caucasian /
White
Mixed or
other
One Two Three Four Male Female
Ethnicity (QD9) Council District Gender (QD2)
% Respondents
Should elim inate position Should keep City T reasurer
53 58 56 52
24 28 30
25 29
24 26 30
57 525457
0 10
20 30
40 50
60 70
80 90
100
Yes No Yes No Own Rent English Spanish
Child in Hsld (QD3) Adult 65+ in Hsld (QD4) Home Ownership Status (QD5) Survey Language % Respondents
Should eliminate position Should keep City T reasurer
41 Policy Issues
True North Research, Inc. © 2021 28City of Escondido
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Question 11 Next, I would like to ask a few questions about the availability of housing in Escon- dido. As I read the following housing types, please tell me whether you feel there is currently too much, about the right amount, or too little of this type of housing in the City of Escondido.

FIGURE 22 OPINION OF HOUSING DEVELOPMENT TYPES IN CITY FIGURE 23 OPINION OF HOUSING DEVELOPMENT TYPES IN CITY BY COUNCIL DISTRICT MEETING STATE HOUSING REQUIREMENTS Having measured respondents’ opinions about the availability of affordable housing in Escondido, the survey transitioned to how best to accommodate future housing. Specifically, respondents were first informed that the State of Cal- ifornia requires all cities to plan for additional housing, and that with the general shortage of housing in California, the State is requiring that the City of Escondido plan for approximately 9,600 new housing units by April 2029. Respondents were then presented with each of the actions shown on the left of Figure 24 and asked if they would support or oppose the City taking the action to meet the State’s housing requirements.

57.5 55.6

53.5 50.6

28.9 16.6

27.5 22.6

4.9 15.1

3.9 8.8

12.6 15.1

21.94.9 0 1 02 03 04 05 06 07 08 09 0 1 0 0
Housing that is affordable for middle-income families
Housing that is affordable for low-income families
Housing that is affordable for people working in essential jobs like teachers, nurses, police officers, firefighters
Housing that is affordable for seniors
Q11aQ11bQ11dQ11c
% Respondents Who Provided Opinion
Too little About right Too much Not sure
13 18 15 15
4 6 5 4 6 4 4 2
45 57
48 54
43 53 54
58 50
6 4 6
3 61
50 66
53 60
5760
0 10
20 30
40 50
60 70
80 One Two Three Four One Two Three Four One Two Three Four One Two Three Four Council District Council District Council District Council District Housing affordable for middle-
income families
Housing affordable for low-
income families
Housing affordable for seniors Housing affordable for essential workers
% Respondents
Too much Too little
42 Policy Issues
True North Research, Inc. © 2021 29City of Escondido
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Question 12 California State law requires that all cities plan for additional housing. With a general shortage of housing in California, the St ate is requiring that the City of Escondido plan for approximately 9,600 new housing units. To meet the State's new housing requirements, the City has several options. As I read the following options, please indicate whether you would sup- port or oppose the City taking this action. Would you support or oppose: _____? FIGURE 24 SUPPORT FOR HOUSING DEVELOPMENT IN CITY
Among the options tested, allowing underutilized commercial or industrial properties to be rede- veloped into housing garnered the strongest support from residents (80%), followed by allowing mixed-use housing projects with housing built on top of or next to commercial buildings (61%), and building multi-family housing in an outlying area of the Westfield Mall parking lot that is rarely used for parking (52%). Options that had the potential to impact existing residential neigh- borhoods found less support, including allowing single family homes to be redeveloped with up to three units per parcel (42%) and allowing condominiums or apartments to be built in areas currently zoned for single family houses (35%). Table 11 shows how support for each option var- ied by Council District.

TABLE 11 SUPPORT FOR HOUSING DEVELOPMENT IN CITY BY COUNCIL DISTRICT

41.7 26.9

22.5 15.0

13.3 37.8

34.3 29.6

27.4 21.6

16.1 15.0

20.2 22.9

7.5 16.6

27.4 29.2

37.8 4.5

5.6 8.2

4.4 8.5

6.0 0 1 02 03 04 05 06 07 08 09 0 1 0 0
Allowing underutilized commercial or industrial properties to be redeveloped into housing
Allowing for mixed-use housing projects, where housing is built on top of or next to commercial buildings
Building multi-family housing in an outlying area of the Westfield Mall parking lot that is rarely used for parking
Allowing single family homes to be redeveloped with up to three units per parcel
Allowing condominiums or apartments to be built in areas currently zoned for single family houses
Q12dQ12cQ12eQ12aQ12b
% Respondents
Strongly support Smwt support Smwt oppose Strongly oppose DK/NA One Two Three Four
Allowing underutilized commercial or
industrial properties to be redeveloped into housing 77.3 78.5 81.9 80.4 Allowing for mixed-use housing projects, where housing is built on top of or next to commercial buildings 54.8 59.9 64.6 65.6 Building multi-family housing in an outlying area of the Westfield Mall parking lot that is rarely used for parking 55.4 51.7 52.5 48.3 Allowing single family homes to be redeveloped with
up to three units per parcel 50.9 32.6 48.5 37.5
Allowing condominiums or apartments to be built in areas currently zoned for single family houses 43.3 30.4 40.5 25.4
Council District
43 Customer Service
True North Research, Inc. © 2021 30
City of Escondido
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C USTOMER S ERVICE
In many ways, City staff are the face of the organization. When residents have an issue they need addressed, a question answered, or simply require assistance on a city-related manner, it is typi- cally staff that handles these in teractions. Accordingly, the surv ey included questions to gauge the frequency of staff interactio n with residents, as well as profile staff’s accessibility, helpful- ness, and professionalism.

CONTACT WITH CITY STAFF Residents were first asked if they had been in contact with City of Escondido staff in the past 12 months. Figure 25 provides the findings of this question and shows that 27% of residents had contact with staff in the year prior to the interview, which is significantly lower than the 34% recorded in 2020 and likely an artifact of the pandemic.3 As dis- played in figures 26-28 on the next page, interaction with staff was most commonly reported by newer residents (less than 5 years), those who were dissatisfied with the City’s overall perfor- mance, residents 25 years of age or older, Caucasians and those identifying as mixed/other eth- nicities, residents of Council Di stricts 2 and 4, individuals who live with a child, home owners, and those who completed the survey in English.

Question 13 In the past 12 months, have you been in contact with staff from the City of Escon- dido?
FIGURE 25 CONTACT WITH CITY STAFF IN PAST 12 MONTHS BY STUDY YEAR

3. True North has found a similar decline in staff-resident contact during the pandemic when surveying in other California cities.

34.2 60.0

2.9 27.0†

66.0†

6.0†
0 10
20 30
40 50
60 70
80 90
100
2021 2020
Study Y ear
% Respondents
Prefer not to
answer
Not sure
No contact with
City staff
Yes, co ntact
with City staff
44 Customer Service
True North Research, Inc. © 2021 31City of Escondido
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FIGURE 26 CONTACT WITH CITY STAFF IN PAST 12 MONTHS BY YEARS IN ESCONDIDO, OVERALL SATISFACTION & AGE FIGURE 27 CONTACT WITH CITY STAFF IN PAST 12 MONTHS BY ETHNICITY, COUNCIL DISTRICT & GENDER FIGURE 28 CONTACT WITH CITY STAFF IN PAST 12 MONTHS BY CHILD IN HSLD, ADULT 65+IN HSLD, HOME

OWNERSHIP STATUS & SURVEY LANGUAGE

26.0 32.7

15.4 27.9 29.4 31.0

26.8 30.6

26.3 23.2

26.7 30.8
0 10
20 30
40 50
Less
than 5
5 to 9 10 to 14 15 or
mo re
Satisfied Dis-
satisfied
18 to 24 25 to 34 35 to 44 45 to 54 55 to 64 65 or
older
Years in Escondido (Q1) Overall
Satisfaction (Q4)
Age (QD1)
% Respondents With Staff
Contact in Past 12 Months

18.8 31.2

25.6 32.3

26.8 26.7

22.9 8.7

34.5 32.3
0 10
20 30
40 50
Latino /
Hispanic
Asian
American
Caucasian /
White
Mixed or
other
One Two Three Four Male Female
Ethnicity (QD9) Council District Gender (QD2)
% Respondents With Staff
Contact in Past 12 Months

32.1 21.9

28.4 17.5

30.8 25.1 24.6

28.2 0
10 20
30 40
50 Yes No Yes No Own Rent English Spanish
Child in Hsld (QD3) Adult 65+ in Hsld (QD4) Home Ownership Status (QD5)
Survey Language
% Respondents With Staff
Contact in Past 12 Months
45 Customer Service
True North Research, Inc. © 2021 32City of Escondido
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ASSESSMENT OF CITY STAFF The final question in this section asked residents with recent staff contact to rate city staff on thr ee dimensions: helpfulness, professionalism, and accessibility. Respondents generally provided high ratings for city staff on all three dimensions (Figure 29), with the vast majority of respondents describing staff as professional (90%), accessi- ble (86%), and helpful (83%). There were no statistically significant changes in the percentage of respondents who rated City staff as very accessi ble, professional, or helpful between 2020 and 2021 (see Table 12).

Question 14 In your opinion, was the staff at the City very _____, somewhat_____, or not at all _____.

FIGURE 29 PERCEPTIONS OF CITY STAFF
TABLE 12 PERCEPTIONS OF CITY STAFF BY STUDY YEAR

50.5 59.4

45.5 32.4

30.5 40.3

11.77.315.2
0 10
20 30
40 50
60 70
80 90
100
Helpful Professional Accessible
Q14 Perception of City staff . . .
% Respondents With Staff
Contact in Past 12 Months
Not sure
Not at all
Som ewhat
Very
2021 2020
Helpful 50.5 49.7 +0.8
Accessible 45.5 47.2 -1.7
Professional 59.4 62.6 -3.3
Change in
Very
'20 to '21
Study Year
46 Communication
True North Research, Inc. © 2021 33
City of Escondido
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C OMMUNICATION
The importance of city communication with residents cannot be over-stated. Much of a city’s suc- cess is shaped by the quality of information that is exchanged in both directions, from the City to the community and from the community to the City. This study is just one example of Escon- dido’s efforts to enhance the information flow to the City to better understand the community’s concerns, perceptions, and needs . Some of Escondido’s many ef forts to communicate with its residents include its newsletters, timely press releases, social media, and its website. In this sec- tion, we present the results of two communication-related questions.

SATISFACTION WITH COMMUNICATION Question 15 asked Escondido residents to report their satisfaction with the City’s efforts to communicate through newsletters, the Internet, social media, and other means. Overall, 52% of respondents indicated th ey were satisfied with the City’s efforts to communicate with residents through newsletters, the Internet, social media, and other means. The remaining respondents were either dissatisfied with the City’s efforts in this respect (31%), unsure of their opinion (16%), or preferred to not answer the question (1%).

When compared to the 2020 survey results, satisfaction with the City’s communication efforts was significantly lower in 2021, driven mostly by an increase in the percentage of respondents who were unsure about their opinion.

Question 15 Overall, are you satisfied or dissatisfied with the City's efforts to communicate with residents through newsletters, the City's website, social media, and other means? FIGURE 30 SATISFACTION WITH SERVICES BY STUDY YEAR
Satisfaction with the City’s communication efforts was reasonably consistent across subgroups (see figures 31-33), although newer residents (less than five years), those who completed the survey in Spanish, seniors, and those generally satisfied with the City’s overall performance in providing municipal services also tended to express greater satisf action with the City-resident communication when compared to their counterparts.

46.3 22.5

9.3 9.3

12.4 12.0

39.5†

18.8†

12.0†

16.1†
0 10
20 30
40 50
60 70
80 90
100
2021 2020
Study Y ear
% Respondents
Prefer not to
answer
Not sure
Very
dissatisfied
Som ewhat
dissatisfied
Som ewhat
satisfied
Very satisfied
47 Communication
True North Research, Inc. © 2021 34City of Escondido
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FIGURE 31 SATISFACTION WITH SERVICES BY YEARS IN ESCONDIDO, ETHNICITY & SURVEY LANGUAGE FIGURE 32 SATISFACTION WITH SERVICES BY AGE, HOME OWNERSHIP STATUS & OVERALL SATISFACTION FIGURE 33 SATISFACTION WITH SERVICES BY COUNCIL DISTRICT, GENDER, CHILD IN HSLD & ADULT 65+ IN HSLD

12.4 5.8

14.0 9.1 10.8

22.9 37.9

38.0 42.2

42.9 40.0

36.0 11.212.315.0
Ver y
satisfied

14.4 34.2 43.8

39.0 Smwt
satisfied

43.3 0
10 20
30 40
50 60
70 80
Less than 5 5 to 9 10 to 14 15 or more Latino /
Hispanic
Asian
American
Caucasian /
White
Mixed or
other
English Spanish
Years in Escondido (Q1) Ethnicity (QD9) Survey Language % Respondents

14.0 13.6 11.7 13.4 15.0 8.6

43.0 49.2

42.9 36.7

46.0 27.0

12.39.613.6
Ver y
satisfied

10.4 36.0 38.4 37.2Smwt
satisfied

33.1 0
10 20
30 40
50 60
70 80
18 to 24 25 to 34 35 to 44 45 to 54 55 to 64 65 or older Own Rent Satisfied Dis-satisfied Age (QD1) Home Ownership Status
(QD5)
Overall Satisfaction (Q4)
% Respondents

13.3 12.4 12.3 12.8 11.7 13.2

39.8 40.8 41.2 39.8 44.8 38.2
Ver y
satisfied

12.0 12.4 13.5 11.7
Smwt
satisfied

33.1 41.839.743.5
0 10
20 30
40 50
60 70
80 One Two Three Four Male Female Yes No Yes No
Council District Gender (QD2) Child in Hsld (QD3) Adult 65+ in Hsld (QD4) % Respondents
48 Communication
True North Research, Inc. © 2021 35City of Escondido
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PRIMARY INFORMATION SOURCE The final substantive question of the survey (Ques- tion 16) asked respondents to identify which channel—newspapers, television, radio, social media, or the Internet—is their primary source for information about news and events in Escon- dido. As shown in Figure 34, 36% indicated that they rely on social media for most of their infor- mation about Escondido news and events, followed by the Internet (33%) and television (12%).

The remaining sources—newspapers and radio—were identified as primary information sources for news and events in Escondido by 9% and 2% of respondents, respectively. Approximately 6% offered that they don’t pay attention to Escond ido news and events, and an additional 3% pre- ferred to not answer the question.

Question 16 Which of the following would you say is your primary source for information about news and events in Escondido? Newspapers, television, radio, social media, or the Internet? FIGURE 34 PRIMARY SOURCE OF INFORMATION
Figures 35-37 show how reliance on specific infor-
mation sources varied ac ross subgroups of Escon-
dido residents. The most consistent patterns occur
with respect to age. Reliance on social media
decreases dramatically wi th age, whereas reliance
on television and newspapers tends to increase
with age. Using social media as a primary informa-
tion source was also no ticeably higher among
those who completed the survey in Spanish and
those living with a child.

FIGURE 35 PRIMARY SOURCE OF INFORMATION BY AGE & OVERALL SATISFACTION Social m edia

36.1 Internet, not
including social
med ia

32.6 Prefer not to
answer

3.0 None / Don't
pay attention

5.7 Radio

1.8 Newspapers

9.3 Television

11.5 52.1

43.1 28.5

31.8 36.3

31.1 33.9

19.1 11.9

12.9 4.5 4.7

12.7 23.4

11.2 7.9

2.3 0.6 2.8 3.710.4 5.4 4.3 4.9 5.8 4.6 5.1 4.9

37.634.3

53.3 15.5

37.2 32.041.1

28.9 35.9

11.03.95.0 12.3

18.9 2.4 6.0

2.2 1.2

0.0 1.4
0 10
20 30
40 50
60 70
80 90
100
18 to 24 25 to 34 35 to 44 45 to 54 55 to 64 65 or older Satisfied Dissatisfied Age (QD1) Overall Satisfaction (Q4)
% Respondents
None
Radio
Newspapers
Te le visio n
Internet, not
social media
Social m edia
49 Communication
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FIGURE 36 PRIMARY SOURCE OF INFORMATION BY SATISFACTION WITH COMMUNICATION, ETHNICITY & SURVEY

LANGUAGE
FIGURE 37 PRIMARY SOURCE OF INFORMATION BY COUNCIL DISTRICT, CHILD IN HSLD & ADULT 65+ IN HSLD

33.9 44.3

28.5 36.7

31.8 36.1

38.7 12.1

12.1 10.3

7.7 5.8

15.6 7.7

10.2 6.11.8 2.4 1.3 0.0

2.8 6.3 4.9 6.7 6.5 5.6 5.9 5.5

54.0 39.941.3 40.5 34.7

22.3 32.8 30.2 35.4

8.116.910.5 13.6

10.9 4.011.2 1.6

1.4 1.91.8
0 10
20 30
40 50
60 70
80 90
100
Satisfied Dissatisfied Latino /
Hispanic
Asian American Caucasian /
White
Mixed or other English Spanish
Satisfaction With
Communication (Q15)
Ethnicity (QD9) Survey Language
% Respondents
None
Radio
Newspapers
Te le visio n
Internet, not
social media
Social m edia

33.2 42.4 47.1

33.1 34.3

33.0 32.9

7.3 16.6

9.6 8.3 8.7 4.7

12.7 17.2

6.21.5 0.5 1.9 1.8

6.0 7.0 5.2 5.1 6.0 5.9 5.0 6.1

25.8 32.6

40.5 32.6

43.5 32.7

33.8 33.5 33.0

8.8 16.9

10.6 11.2 14.1

7.4 14.2

2.8 1.52.1 3.2
0 10
20 30
40 50
60 70
80 90
100
One Two Three Four Yes No Yes No
Council District Child in Hsld (QD3) Adult 65+ in Hsld (QD4) % Respondents
None
Radio
Newspapers
Te le visio n
Internet, not
social media
Social m edia
50 Background & Demographics
True North Research, Inc. © 2021 37
City of Escondido
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B ACKGROUND & D EMOGRAPHICS
TABLE 13 DEMOGRAPHICS OF SAMPLE BY STUDY YEAR
Table 13 presents the key demographic informa-
tion collected during the survey. The primary
motivation for collecting the background and
demographic information was to provide a better
insight into how the results of the substantive
questions of the survey vary by demographic
characteristics, and ensure that the resulting sam-
ple matched the profile of Escondido’s adult pop-
ulation on key characteri stics based on the most
recent Census data.
2021 2020
Total Respondents 1,298 2,000
Years in Escondido (Q1)
Less than 5 18.1 18.3
5 to 9 14.1 14.3
10 to 14 9.5 9.9
15 or more 58.0 57.0
Prefer not to answer 0.3 0.4
Child in Hsld (QD3)
Yes 32.4 33.7
No 62.7 63.3
Prefer not to answer 5.0 3.0
Gender (QD2)
Male 45.1 45.4
Female 47.8 51.4
Prefer not to answer 7.1 3.2
Age (QD1)
18 to 24 13.9 12.9
25 to 34 19.7 22.6
35 to 44 16.6 15.2
45 to 54 14.7 13.6
55 to 64 15.3 15.6
65 or older 16.8 16.7
Prefer not to answer 3.0 3.4
Adult Over 65 in Hsld (QD4)
Yes 32.1 32.5
No 62.7 64.7
Prefer not to answer 5.2 2.8
Home Ownership Status (QD5)
Own 49.8 55.2
Rent 48.4 41.9
Prefer not to answer 1.9 2.9
Employment Status (QD6)
Full-time 53.5 52.1
Part-time 5.7 10.2
Self-employed 8.7 N/A
Student 4.7 4.3
Homemaker 2.7 3.5
Retired 18.7 20.3
Between jobs 1.9 4.5
Prefer not to answer 4.0 5.0
Council District
One 25.0 25.0
Two 25.0 25.0
Three 25.0 25.0
Four 25.0 25.0
Survey Language
English 87.0 90.7
Spanish 13.0 9.3
Ethnicity (QD9)
Latino / Hispanic 51.2 N/A
Asian American 5.4 N/A
Caucasian / White 37.1 N/A
Mixed or other 2.5 N/A
Prefer not to answer 3.7 N/A
Study Year
51 Methodology
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M ETHODOLOGY
The following sections outline the methodology used in the study, as well as the motivation for using certain techniques.

QUESTIONNAIRE DEVELOPMENT Dr. McLarney of True North Research worked closely with the City of Escondido to develop a question naire that covered the topics of interest and avoided many possible sources of systematic measurement erro r, including position-order effects, wording effects, response-category effect s, scaling effects, and priming. Several ques- tions included multiple individual items. Because asking items in a set order can lead to a sys- tematic position bias in responses, the items were asked in a random order for each respondent.

Some questions asked in this study were presen ted only to a subset of respondents. For exam- ple, only respondents who report ed in Question 13 they had intera cted with city staff in the 12 months prior to the interview were asked to rate staff’s performance in Question 14. The ques- tionnaire included with this report (see Questionnaire & Toplines on page 41) identifies the skip patterns used during the interview to ensure that each respondent received the appropriate questions.

PROGRAMMING, PRE-TEST & TRANSLATION Prior to fielding the survey, the ques- tionnaire was CATI (Computer Assisted Telephone Interviewing) programmed to assist interview- ers when conducting the teleph one interviews. The CATI program automatically navigates the skip patterns, randomizes the appropriate questi on items, and alerts interviewers to certain types of keypunching mistakes should they ha ppen during the interview. The survey was also programmed into a passcode-protected online survey application to allow online participation for sampled residents. The integrity of the questionnaire was pre-tested internally by True North and by dialing into random homes in the city prior to formally beginning the survey. The final questionnaire and invitations were professionally translated into Spanish to allow for data collec- tion in English and Spanish.

SAMPLE, RECRUITING & DATA COLLECTION A comprehensive database of Escon- dido households was utilized for this study, ensuring that all households in Escondido had the opportunity to be selected to part icipate in the survey. Once selected at random, contact infor- mation was appended to each record including email addresses and telephone numbers for adult residents. Individuals were subsequently recruited to participate in the survey through multiple recruiting methods. Using a combination of email and text invitations, sampled residents were initially invited to participate in the survey online at a secure, pa sscode-protected website designed and hosted by True North. Each indi vidual was assigned a unique passcode to ensure that only Escondido residents who received an invitation could access the online survey site, and that the survey could be completed only one t ime per passcode. An email reminder notice was also sent to encourage particip ation among those who had yet to take the survey. Following a period of online data collection , True North placed telephone calls to land lines and cell phone numbers of sampled residents that had yet to part icipate in the online survey or for whom only telephone contact information was available.
52 Methodology
True North Research, Inc. © 2021 39City of Escondido
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Telephone interviews averaged 18 minutes in length and were conducted during weekday eve- nings (5:30PM to 9PM) and on weekends (10AM to 5PM). It is standard practice not to call during the day on weekdays because most working adults are unavailable and thus calling during those hours would bias the sample. A total of 1,298 interviews were gathered online and by telephone between December 3 and December 10, 2021.

MARGIN OF ERROR DUE TO SAMPLING The results of the survey can be used to esti- mate the opinions of all adult residents of the City. Because not every adult resident of the City participated in the survey, however, the results have what is known as a statistical margin of error due to sampling. The margin of error refers to the difference between what was found in the survey of 1,298 adult residents for a particul ar question and what would have been found if all of the estimated 114,184 adult residents
4 had been interviewed.

Figure 38 provides a plot of the maximum margin of error in this study. The maximum margin of error for a dichotomous percentage result occurs when the answers are evenly split such that 50% provide one response and 50% provide the al ternative response. For this survey, the maxi- mum margin of error is ± 2.7% for questions answered by all 1,298 respondents.

FIGURE 38 MAXIMUM MARGIN OF ERROR
Within this report, figures and tables show how responses to ce rtain questions varied by demo- graphic characteristics such as length of residence and age of th e respondent. Figure 38 is thus useful for understanding how the maximum margin of error for a percentage estimate will grow as the number of individuals asked a question (or in a particular subgroup) shrinks. Because the margin of error grows exponentially as the sample size decreases, the reader should use caution when generalizing and interpreting the results for small subgroups.

4. Source: U.S. Census Bure au estimate April, 2021.
1,298 Respondents
± 2.7%
0%
2%
4%
6%
8%
10%
12%
14%
0 200 400 600 800 1000 1200 1400 1600 1800 2000 2200 2400 Sample Size (Number of Respondents)
Margin of Error
53 Methodology
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DATA PROCESSING & WEIGHTING Data processing consisted of checking the data for errors or inconsistencies, coding and recoding responses, categorizing verbatim responses, and preparing frequency analyses and cross-tabulations. The final data were weighted to balance the sample by age and Council District.

ROUNDING Numbers that end in 0.5 or higher are rounded up to the nearest whole num- ber, whereas numbers that end in 0.4 or lower are rounded down to the nearest whole number.

These same rounding rules are also applied, when needed, to arrive at numbers that include a decimal place in constructing figures and charts. Occasionally, these rounding rules lead to small discrepancies in the first decimal place wh en comparing tables and pie charts for a given question.
54 Questionnaire & Toplines
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Q UESTIONNAIRE & T OPLINES

True North Research, Inc. © 2021 Page 1
City of Escondido
Community Opinion Survey
Final Toplines (n=1,298)
December 2021
Section 1: Introduction to Study
Hi, may I please speak to: _____. Hi, my name is _____ and Im calling from TNR, an independent public opinion research company. Were conducting a survey for the City of Escondido (ES-con-DEE-doh) about important issues and we would like to get your opinions.

If needed: This is a survey about important issues in your community. Im NOT trying to sell anything and I wont ask for a donation.

If needed: The survey should take about 12 minutes to complete.

If needed: If now is not a convenient time, can you let me know a better time so I can call back?

Section 2: Quality of Life
Id like to begin by asking you a few questions about what it is like to live in the City of Escondido.

Q1 How long have you lived in the City of Escondido?
1 Less than 1 year 3%
2 1 to 4 years 15%
3 5 to 9 years 14%
4 10 to 14 years 10%
5 15 years or longer 58%
99 Prefer not to answer 0%
Q2 How would you rate: _____? Would you say it is excellent, good, fair, poor or very poor? Always ask A first, then randomize
remaining items
Excellent
Good
Fair
Poor
Very Poor
Not sure
Prefer not to
answer
A The overall quality of life in the City 7% 47% 36% 7% 3% 1% 0% B Escondido as a place to raise a family 10% 33% 33% 13% 5% 5% 1% C Escondido as a place to work 5% 25% 32% 15% 5% 15% 3% D Escondido as a place to retire 9% 30% 27% 15% 10% 8% 1% E Escondido as a place to shop and dine 8% 36% 37% 13% 5% 1% 0% F Escondido as a place to play and recreate 7% 29% 34% 19% 7% 3% 0% G Escondido as a place to operate a business 5% 20% 31% 12% 6% 23% 3% H Escondido as a place to advance my career 3% 13% 26% 23% 13% 17% 4% 55 Questionnaire & Toplines
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Q3
If the city government could change one thing to make Escondido a better place to live now and in the future, what change would you like to see? Verbatim responses recorded and later grouped into categories shown below. Categories mentioned by at least 2% of respondents shown here.

Address homeless issues 25%
Improve public safety, more police presence 17%
Improve infrastructure, streets, sidewalks 13%
Not sure / Cannot think of anything 11%
Provide more affordable housing 9%
Clean-up, beautify City, landscape, graffiti 9%
Improve parks, recreation 6%
Attract, support, newer, small businesses 4%
Attract more high-end dining options 4%
Provide more community events, activities
for all ages 4%
Improve schools, education 4%
Less residential density, high rise
apartments, condos 4%
Enforce traffic laws 4%
Improve downtown area, Grand Ave 4%
No changes / Everything is fine 3%
Attract, renovate shopping centers, malls 3%
Reduce traffic congestion 2%
Address parking issues 2%
Improve planning, city development 2%
Synchronize traffic lights 2%
Renovate, repurpose old, empty buildings 2%

56 Questionnaire & Toplines
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Section 3: City Services
Next, I would like to ask a series of questions about services provided by the City of Escondido.

Q4
Generally speaking, are you satisfied or dissatisfied with the job the City of Escondido is doing to provide city services? Get answer, then ask: Would that be very (satisfied/dissatisfied) or somewhat (satisfied/dissatisfied)? 1 Very satisfied 13%
2 Somewhat satisfied 53%
3 Somewhat dissatisfied 18%
4 Very dissatisfied 8%
98 Not sure 7%
99 Prefer not to answer 1%
Q5
For each of the services I read, Id like you to tell me how satisfied you are with the job the City is doing to provide the service.

Are you satisfied or dissatisfied with the Citys efforts to: _____, or do you not have an opinion? Get answer. If satisfied or dissatisfied, then ask: Would that be very (satisfied/dissatisfied) or somewhat (satisfied/dissatisfied)? Randomize
Very
Satisfied
Somewhat
Satisfied
Somewhat
Dissatisfied
Very
Dissatisfied
Not sure
Prefer not to
answer
A Provide police services 24% 42% 15% 11% 7% 1%
B Reduce crime and gang activity 7% 27% 30% 25% 10% 1%
C Provide fire protection and prevention
services 31% 45% 9% 3% 11% 1%
D Provide paramedic and emergency medical
services 32% 40% 8% 4% 15% 1%
E Prepare the City for emergencies and
natural disasters 10% 33% 17% 7% 31% 1%
F Preserve natural open space and parkland 24% 44% 16% 9% 6% 0% G Maintain and repair local streets and roads 9% 33% 32% 25% 1% 0% H Maintain sewer and storm drain systems 22% 49% 12% 6% 12% 0% I Keep public areas clean and free of graffiti 14% 40% 26% 17% 2% 0% J Maintain parks, sports fields, and
recreation facilities 22% 50% 16% 8% 4% 0%
K Provide special events such as concerts in
the park and holiday festivals 17% 40% 23% 11% 9% 1%
L Address homelessness 3% 9% 29% 54% 5% 1%
M Provide a variety of recreation programs for
all ages 14% 40% 21% 10% 15% 1%
N Provide services and programs for seniors 10% 29% 17% 5% 37% 2% O Manage traffic congestion 11% 36% 28% 22% 3% 0%
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City of Escondido Community Opinion Survey December 2021 True North Research, Inc. © 2021 Page 4
P Attract businesses and good paying jobs to
the City 5% 26% 33% 21% 14% 1%
Q Provide arts and cultural activities 19% 45% 17% 7% 10% 1% R Provide library services 26% 38% 12% 6% 17% 1%
Q6 Overall, how safe is the City of Escondido as a place to live? Would you say it is very safe, somewhat safe, somewhat unsafe, or very unsafe?
1 Very safe 8%
2 Somewhat safe 55%
3 Somewhat unsafe 29%
4 Very unsafe 7%
99 Prefer not to answer 1%

Section 4: Parks & Recreation Priorities
The City of Escondido has the resources to provide some of the parks and recreation facilities and services desired by residents. Because it cant fund every service and project, the City must set priorities.

Q7
As I read each of the following items, please indicate whether you think the City should make the item a high priority, a medium priority, or a low priority for future city spending. If you feel the City should not spend any money on this item, just say so.

Please keep in mind that not all of the items can be high priorities.

Here is the (first/next) one: _____. Should this item be a high, medium or low priority for the City or should the City not spend any money on this item? Randomize
High Priority
Medium
Priority
Low Priority
Should not
spend money
Not sure
Prefer not to
answer
A Skate parks 16% 38% 31% 9% 4% 1%
B Bike parks and pump tracks 20% 37% 29% 9% 4% 1%
C Dedicated pickleball courts 8% 20% 37% 26% 8% 1%
D Batting cages 11% 31% 37% 14% 6% 1%
E Agricultural history museum 14% 28% 37% 15% 5% 1%
F Nature Center at Dixon Lake that can be
reserved for events 27% 38% 24% 7% 5% 1%
G Off-leash dog parks 19% 31% 33% 13% 3% 1%
H Acquire land to create additional parks and
green spaces 47% 30% 14% 6% 3% 0%
I Indoor soccer fields 11% 25% 38% 19% 5% 1%
J Outdoor soccer fields 22% 38% 28% 7% 3% 1%
K Sports fields to can be used for multiple
sports such as soccer, football, and rugby 42% 38% 14% 3% 3% 0% L Community gardens for growing food 34% 34% 21% 7% 3% 1% 58 Questionnaire & Toplines
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City of Escondido Community Opinion Survey December 2021 True North Research, Inc. © 2021 Page 5
Q8
Is there a park or recreation facility improvement that I didnt mention that you think should be a high priority for future city spending? If yes, ask: Please describe it to me.

Verbatim responses recorded and later grouped into categories shown below.

No additional park, rec facility
improvements 60%
Not sure / Prefer not to answer 9%

Improvements to specific existing park, rec
facilities, areas (e.g., Mountain View, Kit
Carson, Lake Hodges, Grape Day Park,
Jesmond Dene, Woodland Park, Washington
Park, Escondido Creek)
9%
Parks, open space 5%
Swimming pool / Aquatic Center 3%
Hiking, walking trails 2%
Better security, lighting 2%
Variety of sports fields 2%
Bike trails 1%
Programs, facilities for all ages 1%
Off-leash dog parks 1%
Clean, maintain existing facilities 1%
Skate park 1%
Tennis courts 1%
Facilities for homeless 1%
Basketball courts 1%

Section 5: Policy Issues
Next, Id like to ask you a few questions that will help the City set future policy.

Q9
When elected, Escondido City Councilmembers serve a four year term. There is currently no limit to how many terms a Councilmember can serve, provided that they are re- elected by voters.

Which of the following opinions is closest to your own? _____ OR _____? Randomize order of statements.
1 Members of the City Council should
be able to serve as many terms as
they want to serve, provided that
voters choose to re-elect them.
22%
2 Councilmembers should be limited to
two consecutive four-year terms (8
years total).
68%
98 Not sure 9%
99 Prefer not to answer 1%
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Q10
The position of City Treasurer in the City of Escondido is currently elected by the voters.

Although the position requires expertise in finance, accounting, investment and other skills to be performed well, candidates are not required to have these skills when running for Treasurer. For this and other reasons, the City of Escondido outsources its investment decisions to companies with the needed expertise.

Knowing the above, which of the following opinions is closest to your own? _____ OR _____? Randomize order of statements.
1 The City should eliminate the City
Treasurer position. They shouldnt
pay a person $135,000 (one hundred,
35 thousand dollars) a year to do a
job they may not be qualified to do,
and for which the City is outsourcing
the work anyway.
55%
2 The City should keep the elected City
Treasurer position. The Treasurer is
meant to oversee the Citys
investment decisions and answers
directly to the voters.
26%
98 Not sure 16%
99 Prefer not to answer 2%

Section 6: Land Use
Next, I would like to ask a few questions about the availability of housing in Escondido.

Q11
As I read the following housing types, please tell me whether you feel there is currently too much, about the right amount, or too little of this type of housing in the City of Escondido.

Randomize
Too Much
About
Right
Too Little
Not sure
Prefer not
to answer
A Housing that is affordable for middle-
income families 5% 29% 57% 9% 0%
B Housing that is affordable for low-income
families 15% 17% 55% 13% 1%
C Housing that is affordable for seniors 5% 22% 50% 22% 1% D
Housing that is affordable for people
working in essential jobs like teachers,
nurses, police officers, and firefighters
4% 27% 53% 15% 1%

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Q12
California State law requires that all cities plan for additional housing. With a general shortage of housing in California, the State is requiring that the City of Escondido plan for approximately 9,600 (nine thousand, six hundred) new housing units. To meet the States new housing requirements, the City has several options. As I read the following options, please indicate whether you would support or oppose the City taking this action.

Would you support or oppose: _____? Get answer, then ask: Would that be strongly (support/oppose) or somewhat (support/oppose)?
Randomize
Strongly
Support
Somewhat
Support
Somewhat
Oppose
Strongly
Oppose
Not sure
Prefer not to
answer
A
Allowing single family homes to be
redeveloped with up to three units per
parcel
15% 27% 20% 29% 7% 1%
B
Allowing condominiums or apartments to
be built in areas currently zoned for single
family houses
13% 22% 23% 38% 4% 1%
C
Allowing for mixed-use housing projects,
where housing is built on top of or next to
commercial buildings
27% 34% 16% 17% 5% 1%
D
Allowing underutilized commercial or
industrial properties to be redeveloped into
housing
42% 38% 8% 8% 4% 1%
E
Building multi-family housing in an outlying
area of the Westfield Mall parking lot that is
rarely used for parking
22% 30% 15% 27% 5% 1%

Section 7: Customer Service
Q13 In the past 12 months, have you been in contact with staff from the City of Escondido? 1 Yes 27% Ask Q14
2 No 66% Skip to Q15
98 Not sure 6% Skip to Q15
99 Prefer not to answer 1% Skip to Q15
Q14 In your opinion, was the staff at the City very _____, somewhat_____, or not at all _____.

Read one item at a time, continue until all items are read.

Randomize
Very
Somewhat
Not at all
Not sure
Prefer not
to answer
A Helpful 51% 32% 15% 1% 1%
B Professional 59% 30% 7% 2% 1%
C Accessible 46% 40% 12% 2% 1%
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Section 8: Communications
Q15
Overall, are you satisfied or dissatisfied with the Citys efforts to communicate with residents through newsletters, the Citys website, social media, and other means? Get answer, then ask: Would that be very (satisfied/dissatisfied) or somewhat (satisfied/dissatisfied)?
1 Very satisfied 12%
2 Somewhat satisfied 39%
3 Somewhat dissatisfied 19%
4 Very dissatisfied 12%
98 Not sure 16%
99 Prefer not to answer 1%
Q16
Which of the following would you say is your primary source for information about news and events in Escondido? Newspapers, television, radio, social media, or the Internet?
1 Newspapers 9%
2 Television 12%
3 Radio 2%
4 Social media 36%
5 Internet, not including social media 33%
6 None / I dont pay attention to news
and events in Escondido 6%
99 Prefer not to answer 3%

Section 9: Background & Demographics
Thank you so much for your participation. I have just a few background questions for statistical purposes.

D1 In what year were you born? Year recoded into age groups shown below. 18 to 24 14%
25 to 34 20%
35 to 44 17%
45 to 54 15%
55 to 64 15%
65 or older 17%
Prefer not to answer 3%
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D2 What is your gender?
1 Male 45%
2 Female 48%
3 Non-binary 1%
99 Prefer not to answer 6%
D3 Do you have one or more children under the age of 18 living in your household? 1 Yes 32%
2 No 63%
99 Prefer not to answer 5%
D4 Do you have one or more adults 65 years of age or older in your household? 1 Yes 32%
2 No 63%
99 Prefer not to answer 5%
D5 Do you own or rent your residence in Escondido?
1 Own 50%
2 Rent 48%
99 Prefer not to answer 2%
D6
Which of the following best describes your employment status? Would you say you are employed full-time, part-time, self-employed, a student, a homemaker, retired, or are you in-between jobs right now?
1 Employed full-time 54% Ask D7
2 Employed part-time 6% Ask D7
3 Self-employed 9% Ask D7
4 Student 5% Skip to D9
5 Homemaker 3% Skip to D9
6 Retired 19% Skip to D9
7 In-between jobs 2% Skip to D9
99 Prefer not to answer 4% Skip to D9
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D7 Is your employer based in the City of Escondido?
1 Yes 32%
2 No 66%
99 Prefer not to answer 2%
D8 Are you currently working from home, commuting to a workplace outside of your home, or a mixture of both?
1 Working from home 16%
2 Commuting to a workplace outside
home 57%
3 Mixture of both 25%
99 Prefer not to answer 2%
D9 What ethnic group do you consider yourself a part of or feel closest to? Read list if respondent hesitates
1 Latino/Hispanic 51%
2 Asian American -- Korean, Japanese,
Chinese, Vietnamese, Filipino or other
Asian
5%
3 Caucasian/White 37%
4 African-American/Black <1%
5 American Indian or Alaskan Native <1%
6 Pacific Islander <1%
7 Middle Eastern <1%
8 Mixed Heritage 1%
98 Other <1%
99 Prefer not to answer 4%
Those are all of the questions that I have for you! Thanks so much for participating in this important survey! This survey was conducted for the City of Escondido

Post-Interview & Sample Items
S1 Council District
1 One 25%
2 Two 25%
3 Three 25%
4 Four 25%
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City of Escondido Community Opinion Survey December 2021 True North Research, Inc. © 2021 Page 11
S2 Survey Language
1 English 87%
2 Spanish 13%

65 Consent Item No. 1 January 26, 2022

A F F I D A V I T S

I T E M

P O S T I N G
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STAFF REPORT

January 26, 2022
File Number 0400-40

SUBJECT

APPROVAL OF WARRANTS

DEPARTMENT
Finance Department

RECOMMENDATION
Request approval for City Council and Housing Successor Agency warrant numbers:
 359554– 359740 dated January 5, 2022
 359741 – 359906 dated January 12, 2022
Staff Recommendation: Approval (Finance Department: Christina Holmes)

FISCAL ANALYSIS
The total amount of the warrants for the following periods are as follows:
 December 30, 2021 – January 5, 2022, is $1,387,679.88  January 6 – January 12, 2022, is $3,689,757.87

BACKGROUND

The Escondido Municipal Code Section 10-49 states that warrants or checks may be issued and paid prior to audit by the City Council, provided the warrants or checks are certified and approved by the Director of Finance as conforming to the current budget. These warrants or checks must then be ratified and approved by the City Council at the next regular Council meeting.

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January 12, 2022 Escondido City Council Minutes Page 1 of 6

CLOSED SESSION - CANCELLED
4:00 PM
January 12, 2022

CALL TO ORDER

1. Roll Call: Garcia, Inscoe, Martinez, Morasco, McNamara

CLOSED SESSION

1. Conference with legal counsel-anticipated litigation (Government Code §54956.9(d)(4)) a. One matter

ADJOURNMENT

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January 12, 2022 Escondido City Council Minutes Page 2 of 6

REGULAR SESSION
5:00 PM Regular Session
January 12, 2022

MOMENT OF REFLECTION
Zack Beck, City Clerk

FLAG SALUTE
Michael McGuinness, City Attorney.

CALL TO ORDER
Roll Call: Garcia, Inscoe, Martinez, Morasco, McNamara

PRESENTATIONS
None.

CLOSED SESSION REPORT
None.

ORAL COMMUNICATIONS
John Stahl - Requested the City Council vote against the NCTD measure concerning Del Mar Bluffs.

Camila Rang - Requested the City Council vote against the NCTD measure concerning Del Mar Bluffs.

Drew Cody - Requested the City Council vote against the NCTD measure concerning Del Mar Bluffs.

CONSENT CALENDAR
Motion to approve all consent calendar items: Morasco; Second: Garcia; Vote: Approved 5-0

1. AFFIDAVITS OF PUBLICATION, MAILING, AND POSTING (COUNCIL/RRB) -

2. APPROVAL OF WARRANT REGISTER (COUNCIL)
Request the City Council approve the City Council and Housing Successor Agency warrant numbers:
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January 12, 2022 Escondido City Council Minutes Page 3 of 6

a. 358748 – 358973 dated December 8, 2021
b. 358974 – 359136 dated December 15, 2021
c. 359137 – 359366 dated December 22, 2021
d. 359367 – 359553 dated December 29, 2021
Staff Recommendation: Approval (Finance Department: Christina Holmes)

3. APPROVAL OF MINUTES: Regular Meeting of December 15, 2021

4. CALIFORNIA WATER AND WASTEWATER ARREARAGE PROGRAM -
Request the City Council approve authorizing participation in the California Water and Wastewater Arrearage Payment Program (“CWWAPP”) and authorizing the Deputy City Manager / Director of Utilities or his designee to accept and expend these funds on behalf of the City of Escondido (“City”). File Number 0480-85
Staff Recommendation: Approval (Finance: Christina Holmes) a. Resolution No. 2022-09

5. AWARD OF CONTRACT FOR CONSTRUCTION OF THE ESCONDIDO CREEK TRAIL TRANSIT

CENTER BIKE PATH IMPROVEMENTS AT QUINCE AND TULIP STREETS - Request the City Council approve awarding the construction contract to PAL General Engineering Inc., determined to be the lowest responsive and responsible bidder; and approve a budget adjustment in the amount of $747,000. Resolution 2022-06 authorizes the Mayor to execute a Public Improvement Agreement in the amount of $549,689.00 for the Escondido Creek Trail Transit Center Bike Path Improvements at Quince and Tulip Streets (“Project”). File Number 1050-65
Staff Recommendation: Approval (Engineering Services Department: Julie Procopio) a. Resolution No. 2022-06

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January 12, 2022 Escondido City Council Minutes Page 4 of 6

6. PURCHASE TWENTY-FIVE (25) 2022 FORD HYBRID INTERCEPTOR UTILITY VEHICLES – Request the City Council approve authorizing the Fleet Services Division of the Public Works Department to purchase twenty-five (25) Ford Hybrid Police Interceptor Utility Vehicles from Downtown Ford Sales of Sacramento, California, in the amount of $1,107,211.13 by attaching to the City of Sacramento’s purchase contract No. B19153311005, and approving the disposal of the surplus vehicles via auction. File Number 0470-20 Staff Recommendation: Approval (Public Works Department: Joseph Goulart) a. Resolution No. 2022-15

7. AMBULANCE GURNEY PURCHASE -
Request the City Council approve taking the following actions: 1. Accept the lowest responsive bid from Ferno to purchase fifteen (15) ambulance gurneys; 2. Authorize the Fire Department to purchase fifteen (15) ambulance gurneys from Ferno in the amount of $229,447.12. File Number 0470-20
Staff Recommendation: Approval (Fire Department: Rick Vogt) a. Resolution No. 2022-16

8. CITY OF ESCONDIDO LETTER OF SUPPORT TO CALTRANS FOR A SOUND ATTENUATING WALL BETWEEN INTERSTATE 15 AND EL KU AVENUE -
Request the City Council approve authorizing the Mayor to execute, on behalf of the City, a letter to the District 11 Office of the California Department of Transportation (“Caltrans”) supporting the design and construction of a sound attenuating wall between Interstate 15 and residences along El Ku Avenue in southern Escondido. File Number 0135-10 Staff Recommendation: Approval (City Manager’s Office: Christopher W. McKinney)

9. TEMPORARY CONSTRUCTION PERMIT AND AGREEMENT FOR THE SAN PASQUAL

UNDERGROUNDING PROJECT -
Request the City Council approve authorizing the Mayor to execute a Temporary Construction Permit and Agreement with the San Pasqual Band of Mission Indians for the San Pasqual Undergrounding Project. File Number 0600-10, A3398
Staff Recommendation: Approval (Utilities Department: Christopher W. McKinney) a. Resolution No. 2022-17

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January 12, 2022 Escondido City Council Minutes Page 5 of 6

CONSENT RESOLUTIONS AND ORDINANCES (COUNCIL/RRB)
The following Resolutions and Ordinances were heard and acted upon by the City Council/RRB at a previous City Council/Mobilehome Rent Review meeting. (The title of Ordinances listed on the Consent Calendar are deemed to have been read and further reading waived.)

CURRENT BUSINESS

10. PARK AVENUE COMMUNITY CENTER UPDATE -
Request the City Council receive and file an update on the programs and activities at the Park Avenue Community Center, home of the Escondido Senior Center. File Number 0260-05 Staff Recommendation: Receive and File (Community Services Department: Joanna Axelrod)

NO COUNCIL ACTION REQUIRED

11. AMENDMENT TO MUNICIPAL CODE CHAPTER 32, SUBDIVISIONS - Request the City Council approve amending Chapter 32, Subdivisions, of the Escondido Municipal Code to clarify and streamline the approval process for final maps in accordance with the Subdivision Map Act. File Number 0680-50
Staff Recommendation: Approval (Engineering Services Department: Julie Procopio) a. Ordinance No. 2022-02 (First Reading and Introduction) Motion: Inscoe; Second: Morasco; Approved: 5-0

12. COUNCIL DISCUSSION OF OPTIONS FOR, AND POSSIBLE ACTION ON, CHANGE TO CITY OF

ESCONDIDO SANDAG BOARD OF DIRECTORS REPRESENTATIVE -
On December 15, 2021, Councilmember Michael Morasco requested an agenda item to discuss options for, and possible action on, a change to the City of Escondido's designated representative on the San Diego Association of Governments (SANDAG) Board of Directors.

File Number 0610-55
Staff Recommendation: Discussion (Councilmember Michael Morasco) Patricia Borchmann - Expressed opposition to this item.

Laura Hunter - Expressed opposition to this item.

Motion to remove all City of Escondido representatives from SANDAG: Morasco; Second:

Inscoe; Approved: 3-2 (McNamara, Martinez - No)
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January 12, 2022 Escondido City Council Minutes Page 6 of 6

Motion to appoint Councilmember Martinez as the primary SANDAG representative:

McNamara; Second: Martinez; Failed: 2-3 (Inscoe, Garcia, Morasco - No)

FUTURE AGENDA

13. FUTURE AGENDA
The purpose of this item is to identify issues presently known to staff or which members of the City Council wish to place on an upcoming City Council agenda. Council comment on these future agenda items is limited by California Government Code Section 54954.2 to clarifying questions, brief announcements, or requests for factual information in connection with an item when it is discussed.

Staff Recommendation: None (City Clerk's Office: Zack Beck)

COUNCILMEMBERS SUBCOMMITTEE REPORTS AND OTHER REPORTS
CITY MANAGER’S WEEKLY ACTIVITY REPORT
The most current information from the City Manager regarding Economic Development, Capital Improvement Projects, Public Safety, and Community Development. This report is also available on the City’s website, www.escondido.org.

ORAL COMMUNICATIONS
None.

ADJOURNMENT
Mayor McNamara adjourned the meeting at 6:19 p.m.

______________________________ _______________________________

MAYOR CITY CLERK

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STAFF REPORT

January 26, 2022
File Number 0685-20

SUBJECT

RESOLUTION OF INTENTION TO ESTABLISH COMMUNITY FACILITIES DISTRICT NO. 2022-1 (ECLIPSE

AND MOUNTAIN HOUSE)

DEPARTMENT

Engineering Services

RECOMMENDATION

Request that the City Council approve Resolution No. 2022-02 declaring its intent to establish Community Facilities District (“CFD”) No. 202 2-1 to fund public facilities related costs for the Eclipse and Mountain House Projects (“Projects”) and setting a public hearing date of March 2, 2022 . It is further recommended that the City Council approve Resolution No. 2022 -08, declaring its intent to incur bond indebtedness, and approve a Funding Agreement by and among CWC Escondido 113, LLC, TTLC CALWEST, LLC (collectively, the “Developers”) and the City regarding the acquisition and funding of public facilities resulting from the development of the CFD.

Staff Recommendation: Approval and File (Engineering Services, Julie Procopio)

FISCAL ANALYSIS

The costs associated with evaluation of the formation of the proposed CFD are paid for by the Developers in accordance with the Reimbursement Agreement approved by the City Council on May 12, 2021 by Resolution No. 2021-56 and the First Amendment adopted on August 25, 2021 by Resolution 2021-115.

PREVIOUS ACTION

On May 26, 2021, the City Council approved the first Final Map for the Eclipse Project, formerly known as Del Prado, Tract SUB15-0022. On May 11, 2016, the City Council approved two (2) Tentative Maps, SUB15- 022 and SUB15-0023, approving the entitlements for the Del Prado project.

On December 14, 2005, the City Council approved a Final Map f or the Mountain House Project formerly known as Highpoint, Tract 683 -J. The development stalled during the recession. Three (3) lots were subsequently sold and are not a part of this request.

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BACKGROUND

A Landowner Petition (Attachment 1) has been sig ned and submitted by the Developers requesting that the City Council begin proceedings for establishment of a Facilities CFD and the issuance of bonds in an amount not to exceed $6-million to fund public facilities associated with the Eclipse and Mountain House Projects. Cal West has deposited funds to cover the cost of the Consultants retained by the City, including a special tax consultant, bond counsel, market consultant, and financial advisor, to evaluate the feasibility and prepare documents required to form the proposed CFD.

The special tax rates proposed by the Developers meet all provisions of the City’s Amended and Restated Goals and Policies for Community Facilities Districts (“Policy”), adopted March 25, 2020. The Developer has provided recent ma rket analysis for both projects dated July and August 2021 to substantiate the market-pricing, pace of sales, and anticipated appreciation.

Shown below is a sample of the proposed special tax rates per dwelling unit for proposed CFD 2022-1 and the resulting estimated total tax burden for FY 2021-22 for Zone A, Eclipse and Zone B, Mountain House:

Zone Home Size Base Sales
Price
Facilities
CFD/Yr.

Facilities
CFD %
Services
CFD/Yr.

Services
CFD %
Total Tax
Burden
A 1,140 square feet $504,900 $2,249.20 0.45% $739.50 0.15% 1.749% A 1,290 square feet $529,900 $2,371.25 0.45% $739.50 0.14% 1.744% A
1,534 square
feet $579,900 $2,615.42 0.45% $739.50 0.13% 1.735%
A 1,568 square feet $569,900 $2,615.42 0.46% $739.50 0.13% 1.745% B
Detached Homes
Estimated at
3,200 square feet $1,100,000 $1,790.42 0.16% $546.72 0.05% 1.376%

In accordance with the Policy, the formation documents include protections for homeowners and for the City including:
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Annual Special Tax Installment: The proposed annual installment for the Facilities CFD of 0.16 -0.46% of the base home price is less than the City’s Policy maximum of 0.75%.

Maximum Total of All Special Assessments: In advance of bond sale the total of all special assessments, fees and charges that appear on the tax bill will be confirmed not to exceed the maximum effective tax rate of 1.8%, which is lower than the City Policy maximum effective tax rate of 2.0%.

Disclosures: The Developer is required to disclose the special taxes in all sales brochures, onsite advertising and purchase documents to the satisfaction of the City Manager and as required by statute.

Pre-payment of Facilities CFD: The special tax for the Facilities CFD may be pre-paid in full at any time after a building permit is issued or in part at the time of initial purchase per the terms set forth in the Rate and Method of Apportionment of Special Taxes.

Minimum Value-to-Debt Ratio is 4:1: At the time of bond issuance, the value of the properties subject to the levy of special taxes, including the value of the improvements to be financed, will be compared to the aggregate amount of the special tax lien proposed to be created plus any prior fixed assessment liens and/or special tax liens to confirm that this requirement is met.

SUMMARY AND NEXT STEPS:

Staff recommends that the City Council approve Resolution No. 202 2-02 declaring its intent to establish CFD 2022-1 and setting a public hearing date of March 2, 2022.

It is further recommended that the City Council approve Resolution No. 202 2-08 declaring its intent to incur bond indebtedness and approve Agreements with CWC Escondido 113, LLC and TTLC CALWEST, LLC regarding the acquisition and funding of public facilities from CFD 2022-1 (Attachment 2).

Although already enti tled, the Eclipse and Mountain House Projects have agreed to annex into the Citywide Services CFD No. 2020-1 in consideration for formation of the Facilities CFD. This arrangement is similar to that approved for the Canopy Grove (Villages) project that al so requested formation of a Facilities CFD. CWC Escondido 113, LLC and TTLC CALWEST, LLC will submit their unanimous consent to annex into the Citywide Services CFD prior to the hearing for the Resolution of Formation scheduled for March 2, 2022.

RESOLUTIONS
a. RESOLUTION NO. 2022-02, Attachments A, B and C
b. RESOLUTION NO. 2022-08, Attachment A

ATTACHMENTS
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a. Attachment 1: Petition Requesting Establishment of Community Facilities District CFD 2022-1 b. Attachment 2: Funding Agreement
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Attachment 1
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Attachment 1
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Attachment 1
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Attachment 1
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Attachment 1
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Attachment 1
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Attachment 1
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4839-9517-7468v3/022009-0050

CITY OF ESCONDIDO
COMMUNITY FACILITIES DISTRICT NO. 2021-1
(ECLIPSE/MOUNTAIN HOUSE)

FUNDING AGREEMENT
THIS FUNDING AGREEMENT dated as of __________ 1, 2022, is made and entered into by and among CITY OF ESCONDIDO (the “ City”), acting for and on behalf of itself and COMMUNITY FACILITIES DISTRICT NO. 2022-1 OF THE CITY OF ESCONDIDO (ECLIPSE/MOUNTAIN HOUSE ) (the “Community Facilities District” or “CFD”), CWC ESCONDIDO 113, LLC , a Delaware limited liability company (“CWC Escondido”) and TTLC CALWEST, LLC, a California limited liability company (“TTLC CalWest”) (the “Developer”), each individually a “Party” and collectively the “Parties.” CWC Escondido and TTLC CalWest shall each be referred to as a “Developer” and, collectively, as the “Developers.” WHEREAS, Developers have requested that the City consider the formation of a community facilities district (the “CFD” or “Community Facilities District”) pursuant to the provisions of the Mello-Roos Community Facilities Act of 1982, as amended (the “Act”), and the authorization of special taxes and issuance of bonded indebtedness by the Community Facilities District to finance certain public improvements to be owned, operated or maintained by the City, and Incidental Expenses as defined by and in accordance with the Act.

WHEREAS, in order to proceed in a timely way with development of their respective property within the proposed Community Facilities District which is described in the attached Exhibit “A” (with respect to each Developer, the “Developer Property”), Developers desire to fund through the levy of special taxes and issuance of bonded indebtedness by the CFD improvements included in the City’s fee programs (the “City Improvements”) in satisfaction of corresponding fees levied pursuant to such programs (the “City Fees”), as more particularly set forth and described in the Description of Cost Estimates attached hereto as Exhibit “B.” CWC Escondido’s Developer Property is to be included in Zone 1 of the CFD and TTLC CalWest’s Developer Property is to be included in Zone 2 of the CFD, each of which shall be referred to, individually, as a “Zone” and, collectively, as the “Zones.” WHEREAS, the City is authorized by the Act to form the CFD and to issue bonds to fund the City Improvements in satisfaction of the City Fees.

WHEREAS, the City Council has adopted its “Statement of Goal and Policies for the Use of the Mel lo-Roos Community Facilities Act of 1982,” which sets forth the City’s policies and procedures concerning the use of special district financing programs to finance City facilities (the “Policy”).

WHEREAS, the purpose of this Agreement is to constitute a formal understanding between Developer s and the City (pursuant to the requirements of Government Code Section 53313.51 and other provisions of the Act and the Policy) concerning financial and other obligations and responsibilities related to the formation of the Community Facilities District and the City Improvements to be financed by the Community Facilities District, when and if formed, to the extent funds are available, and to set forth the conditions upon which (1) the Community Facilities District will reimburse each Developer or its designee for the amounts advanced by the Developer to form the Community Facilities District and (2) the Community Facilities District will Attachment 2
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2 4839-9517-7468v3/022009-0050
fund the cost of the City Improvements and the City will grant credit against applicable City Fees and refund prior Deposits (as defined below) made by the Developers with respect to such City Fees.

NOW, THEREFORE, it is mutually agreed between the respective parties as follows:

SECTION 1. DEVELOPER DEPOSIT
Pursuant to a Deposit and Reimbursement Agreement dated as of May 13, 2021, entered into between the City and CWC Escondido ( as such agreement may be amended, the “Deposit Agreement”), the City has undertaken to analyze the appropriateness of forming the Community Facilities District to finance the City Improvements. Pursuant to the Deposit Agreement, the City has retained the necessary consultants to analyze the proposed formation thereof, including a special tax consultant, bond counsel, appraiser and other consultants deemed necessary by the City. Pursuant to the Deposit Agreement, CWC Escondido has deposited with the City an initial deposit in the amount of $97,735, all or part of which may be eligible for reimbursement from the CFD. The City will provide to CWC Escondido on request a summary of how the advances have been spent and the unexpended balance remaining. The amounts advanced by CWC Escondido and, to the extent determined reasonable and appropriate by the City, expenses incurred by CWC Escondido and TTLC CalWest for financial consultant and legal costs in connection with the formation of the Community Facilities District and the issuance of bonds thereby, will be reimbursable to CWC Escondido and TTLC CalWest, without interest, from the proceeds of bonds (the “Bonds”) issued by the Community Facilities District when and if formed. Pursuant to the Deposit Agreement, in the event that Bonds are not issued to provide a source of reimbursement to Developers, the City shall not have any liability to Developers to reimburse Developers for any of the amounts previously advanced by Developers and expended by the City.

Prior to the issuance of the Bonds, the City will request a final advance for any unpaid expenses incurred during preparatory technical, financial and legal work; and following payment of such expenses, the City shall promptly release the balance, if any, of the advance to CWC Escondido. Should the City’s expenses exceed the remaining balance, the City will bill CWC Escondido for the difference, which CWC Escondido agrees to pay within two weeks following receipt of such billing, subject to the conditions of paragraph one of this section and the Deposit Agreement.

SECTION 2. SALE OF BONDS

2.1 City Policy and Requirements for the Issuance of Bonds. The Policy sets forth the City’s policies and procedures concerning the use of special district financing programs to finance the City Improvements. Pursuant to the Policy, the total annual amount of the special taxes to be collected with respect to a parcel within the CFD and all other taxes and assessments which will be collected with respect to such parcel must not exceed 1.80% of the expected assessed or appraised value of such parcel within the Community Facilities District upon the completion of all expected structural improvements to such parcel and the initial sale of such parcel to a homebuyer. Bonds may be issued in one or more series in the sole discretion of the City, subject to the Policy, this Agreement and sound municipal bond underwriting practices.

The Parties hereby agree that, unless waived by the City, at the time of issuance of each series of Bonds, the following requirements shall be met: (1) the ratio of the fair market value of all parcels of property for which the Bonds are being issued to the amount of outstanding community facilities district or assessment district bonds attributable to such parcels (the “Value- Attachment 2
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to-Lien Ratio”) may not be less than four -to-one ( 4:1) and (2) at least 50% of the proposed residential units within the Community Facilities District, for the portion of the Community Facilities District being used in the sizing of the particular series of Bonds based solely on the determination of the City, shall have been completed and conveyed to individual homeowners. The fair market value of the property within the Community Facilities District for purposes of determining the foregoing ratio will be determined based on the assessed value of the property or the appraised value of the property based on the appraisal made by an appraiser selected by the City with a valuation date within ninety (90) days of the issuance of the Bonds. Subject to satisfaction of the Policy and the requirements of this Agreement, the City shall use its best efforts to issue and sell the Bonds in one or more series in an amount sufficient to fund the City Improvement s in accordance with the actual development of the Zones.

2.2 Security for Payment of Special Taxes.
(a) Concurrently with the issuance and sale of each series of the Bonds, the owner of any land within the Community Facilities District, together with land owned by any affiliate (collectively, an “Account Party”), for which the expected levy of the Special Tax (as defined in the Rate and Method of Apportionment of Special Tax for the Community Facilities District (the “Rate and Method”) on the property owned by such Account Party in the fiscal year following the fiscal year in which the Bonds are issued is equal to or exceeds 20% of the total expected Special Tax levy on all land within the Community Facilities District for such fiscal year, shall deliver to the City either (i) a renewable, irrevocable instrument of credit from a financial institution (rated “A” or better) or (ii) cash in-lieu thereof (a “Security”). The Security shall be in an amount equal to 100% of the expected Special Tax levy on land owned by the Account Party in the fiscal year following the fiscal year in which the Bonds are issued, based on ownership status as of a date that is within 60 days prior to the date of issuance of the Bonds (the “Stated Amount”). The Security shall be maintained by the Account Party in each fiscal year until terminated in accordance with Section 2.2(c) below. While the Security is still required, the Stated Amount of such Security shall be reduced as set forth in a “Certificate of Reduction or Termination” (as defined in Section 2.2(c) below).

The Security shall name the City, or its designee, as a beneficiary and shall provide that the City, or its designee, may draw an amount equal to any delinquencies in payment of semiannual installments of the Special Taxes levied on property owned by the Account Party in the Community Facilities District. The total amount to be drawn under the Security shall not exceed an amount equal to the Special Taxes owed by the Account Party with respect to property within the Community Facilities District that is delinquent at the time the draw is made. The amount drawn on the Security shall be applied in the same manner and for the same purposes as the delinquent Special Taxes would have been applied; provided, however the payment of a draw under the Security will not be deemed to cure the delinquency in payment of the Special Taxes.

If, subsequent to a draw on the Security and prior to the satisfaction of any reimbursements due to the institution providing the Security (the “Security Provider”) pursuant to this Agreement, the City receives payment of all or a portion of the delinquent Special Taxes or the proceeds of a sale of delinquent real property pursuant to foreclosure proceedings (“Delinquency Proceeds”) for a parcel for which the Security has been drawn, the Security Provider shall be reimbursed for such draws to the extent of Delinquency Proceeds net of the City’s costs of collection, provided that the Security is or has been concurrently reinstated to, or a Substitute Security (as defined below) provided for, the then applicable Stated Amount. The Security Provider is intended by the Parties to be a third party beneficiary of this Section 2.2.

Attachment 2
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(b) The Security shall be renewed, or a substitute Security reasonably satisfactory to the City (a “Substitute Security”) provided, not less than thirty (30) calendar days prior to the expiration of the Security or Substitute Security then in effect. If the Account Party provides a Substitute Security to the City, then the City or its designee, shall return any existing Security on the effective date of the Substitute Security to the Security Provider.

If the Security is not renewed within thirty (30) days prior to its expiration date and the requirements for release or termination of the Security as set forth in Section 2.2( c) below have not then been met, the full amount of the Security may be drawn by the City and deposited in an account established under the Indenture (as hereinafter defined) or in such account established with a financial institution selected by the City. Thereafter, amounts in such account shall be held as security, and if Special Taxes owed by the Account Party with respect to property within the Community Facilities District are not paid prior to delinquency, then such amounts in such account may be applied by the City to pay the delinquent Special Taxes owed by the Account Party with respect to such property on the same terms and conditions applicable hereunder to draws on the Security.

At such time as the Security is renewed, or a Substitute Security is accepted by the City, or the requirement for the Security has been terminated pursuant to this section, the City or its designee, shall release all amounts in the Security account to the Security Provider within ten (10) calendar days from the date of renewal or acceptance.
(c) Following the sale or transfer by the Account Party of any land in the Community Facilities District to a person other than the Account Party, or upon the prepayment of the Special Tax obligation for a parcel owned by the Account Party, the Account Party may notify the City of such event, in writing, and, if requested by the Account Party, the Stated Amount of the Security shall be reduced and be recalculated in accordance with this Section 2.2; provided, however, that the City shall be required to recalculate such amount and reduce the Security a maximum of two times each calendar year and any costs associated with the recalculation and reduction shall be borne by the Account Party. The Security shall be terminated when (i) the expected levy on the land owned by the Account Party in the Community Facilities District is responsible for less than 20% of the Special Tax levy in the current fiscal year and the Account Party is not delinquent in the payment of any Special Taxes, (ii) the Account Party has paid all Special Taxes in the current fiscal year and the land owned by the Account Party in the Community Facilities District is expected to be responsible for less than 20% of the Special Tax in the next fiscal year or (iii) the Account Party has paid all Special Taxes in the current fiscal year and in the following fiscal year, the Community Facilities District will not levy the Specia l Tax on land within the Community Facilities District owned by the Account Party.

Reduction or termination of a Security shall occur automatically upon submission to the Security Provider by the City of a “Certificate of Reduction or Termination.” The City shall deliver to the Security Provider, such Certificate of Reduction or Termination promptly upon receiving from the Account Party a certification which shall be made under penalty of perjury and which shall indicate (i) the legal description of all land owned by the Account Party, and either (ii) a recalculation of the new Stated Amount that the Account Party proposes be applicable to the Security or (iii) if termination of the Security is requested, a statement that one of the requirements set forth in (i) through (iii) of the preceding paragraph have been satisfied.

The Account Party shall notify the City of any events that will result in a reduction of the Stated Amount of the Security and shall provide the City with verification of said events. The Account Party may provide the City with a Substitute Security in the reduced amount, and the Attachment 2
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City shall release and return to the Security Provider the Security then in effect. The Parties expressly acknowledge that the Account Party’s failure to so notify the City or to reduce the Security at the times prescribed herein shall in no way effect or invalidate sale or transfer of property, or recordation of maps on property.
(d) If property is sold or transferred by an Account Party with the result that the land owned by the transferee or any of its affiliates (“Transferee”) is responsible for twenty percent (20%) or more of the Special Tax in the current fiscal year, a Security on the same terms specified herein will be furnished by Transferee with respect to all land owned by such Transferee in the Community Facilities District. Any applicable purchase and sale agreement and/or escrow instructions shall notify the Transferee of this Security requirement and obligate the Transferee to provide such Security, if applicable. The Security of the Account Party will not be reduced to reflect the sale or transfer of land to a Transferee until a Security is furnished by the Transferee and accepted by the City. The issuing Security Provider and the form and terms of said Security will be subject to reasonable prior approval by the City. All terms provided in this Section 2.2 are applicable to the Transferee by replacing the term “Account Party” at each place where it occurs in each section with the term “Transferee.” Each Security Provider of a Security for a Transferee shall be an express third party beneficiary of the provisions of this Section 2.2.

Any costs related to the holding or maintaining the Security, including any fees of a fiscal agent, trustee or other depository shall be borne by the Account Party.

2.3 Major Landowner Initial and Continuing Disclosure. An owner of land which is responsible for twenty percent (20%) or more of the Special Tax in the fiscal year in which the Bonds are issued or in the fiscal year following the fiscal year in which the Bonds are issued (a “Major Landowner”) will be required to provide all information regarding the development of its property, including the financing plan for such development, which is necessary to ensure that the official statement for such Bonds complies with the requirements of Rule 15c2 -12 of the Securities and Exchange Commission (the “Rule”) and all other applicable federal and state securities laws. Additionally, each Developer acknowledges that, if it is a Major Landowner at the time of issuance of the Bonds, it will be necessary that the Developer enter into a continuing disclosure agreement to provide such continuing disclosure pertaining to the development of the land owned by the Developer within the Community Facilities District as necessary to assist the underwriter in complying with the continuing disclosure requirements of the Rule and/or to assist in the marketing of the Bonds.

2.4 Bond Issuance Parameters. The terms and conditions upon which each series of the Bonds shall be issued and sold, the method of sale of the Bonds and the pricing of the Bonds shall be determined solely by the City in its reasonable discretion in conformance with the requirements of Government Code Section 53313.5, the Act, the Policy, and this Agreement. The proceeds of the Bonds shall be used in the following priority to (1) fund a reserve fund for the payment of principal and interest with respect to the Bonds in an amount equal to the least of (i) ten percent (10%) of the total bond issue, (ii) maximum annual debt service on Bonds, or (iii) 125% of average annual debt service; (2) fund up to eighteen (18) months of capitalized interest; (3) pay for costs of issuance of the Bonds including, without limitation, underwriter’s discount, bond counsel and disclosure counsel fees, appraisal and special tax consultant fees, printing, and fiscal agent fees; (4) pay for the costs of forming the Community Facilities District and any change proceedings for the Community Facilities District; and (5) pay for the actual costs of the City Improvements as described below in this Section 2.4. The Community Facilities District shall maintain records relating to the disbursements of proceeds of the sale of the Bonds. The Indenture or Fiscal Agent Agreement (hereinafter “Indenture”) for the Bonds shall establish an Attachment 2
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improvement fund (the “Improvement Fund”) into which shall be deposited initially the proceeds of the Bonds net of the amount of proceeds required to fund items (1) through (4) in the s econd preceding sentence (the “Net Proceeds”). The Indenture shall also establish two separate accounts of the Improvement Fund designated the “Zone 1 City Improvements Account” and the “Zone 2 City Improvements Account ,” into which shall be deposited eac h Zone’s proportionate share of the Net Proceeds, not to exceed the amount sufficient to fund the reasonable, current estimated cost of the City Fees applicable to the Zone. For purposes of this Agreement, a Zone’s proportionate share of the Net Proceeds shall mean a percentage of the Net Proceeds equal to the total Special Taxes assumed for the Zone in sizing the Bonds divided by the total overall Special Taxes assumed for the CFD in sizing the Bonds.

Interest earned on moneys deposited in the City Improvements Account shall remain in such account until such time as all of the City Improvements to be funded have been funded. The Indenture shall provide that amounts remaining in the Improvement Fund after funding all proposed City Improvements or sooner, as specified by the City, shall be deposited in the special tax fund or bond service fund and be applied to pay debt service on the Bonds and/or to call Bonds in advance of maturity.

SECTION 3. ALLOCATION OF SPECIAL TAXES
Prior to the issuance of Bonds, the City Council of the City, acting as the legislative body of the Community Facilities District, shall levy Special Taxes at the assigned special tax rate on all parcels classified as Developed Property pursuant to the Rate and Method. Such Special Taxes collected by the City shall first be applied to fund annual administrative expenses of the Community Facilities District and then to fund City Improvements in the same manner as the proceeds of Bonds as set forth in Section 5 below. Prior to the issuance of Bonds, such Special Taxes collected by the City each fiscal year in excess of that required to fund annual administrative expenses of the Community Facilities District shall be deposited in a special fund of the City, which shall also be referred to as the City Improvements Account and within which shall be maintained a separate subaccount for each Zone. Such Special Taxes collected from each Zone remaining after funding the annual administrative expenses shall be deposited in the corresponding Zone subaccount of the special fund. Upon the issuance of the Bonds, such City Improvements Account shall be closed and all funds then remaining in each subaccount shall be transferred to the corresponding Zone’s City Improvements Account of the Improvement Fund that is established with the issuance of the Bonds. Upon sale and delivery of the Bonds, the City shall annually levy the Special Tax as provided for in documents pursuant to which the Bonds were issued. Following the issuance of the Bonds, the City shall have no obligation to levy Special Taxes to reimburse the Developers for the costs of any City Improvements not paid for from Bond proceeds. The entire amount of any Special Tax levied by the Community Facilities District to repay the Bonds and recover costs and expenses allowable pursuant to Government Code Section 53313.5, shall be allocated to the Community Facilities District.

SECTION 4. NOTICE OF SPECIAL TAX
Each Developer, or Developer’s successors or assigns, shall provide written notice to all potential purchasers of lots within its Zone advising of the special tax obligation applicable to the Developer Property in the form required by Section 53341.5 of the Government Code, and shall also advise such potential purchasers of lots of their ability to prepay such special tax obligation in accordance with Section I of the Rate and Method. A sample copy as prepared by Developer is attached as Exhibit “C.”
Attachment 2
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SECTION 5. CITY IMPROVEMENTS
Amounts in a Zone’s City Improvements Account shall be disbursed at the written direction of the City upon the Developer’s submittal of a completed disbursement request in substantially the form attached hereto as Exhibit “D” (a “Disbursement Request”) at the time(s) that the City Fees are payable to the City. Upon receipt of the Developer’s Disbursement Request, the City shall submit the Disbursement Request for payment of the requested amount to the trustee for the Bonds, who shall directly pay the amount to the City from the applicable Zone’s City Improvement Account and the Developer shall receive credit against the applicable City Fees.

Pending disbursement of said monies, the amounts in the City Improvements Account shall be invested as directed in writing by the City and investment earnings shall either remain in such account or be transferred to the Improvement Fund to be used as provided in Section 2.4 above.

The City shall expend any amounts disbursed to it from the City Improvements Account on capital facilities. Each Developer may be required pursuant to the conditions of development or the City’s development impact fee ordinance to pay the City Fees prior to the availability of proceeds of the Special Taxes or Bonds to pay for the corresponding City Improvements. In the event such City Fees are paid prior to the availability of Special Taxes or Bond proceeds, the amounts paid to the City shall be deemed to be deposits (each a “Deposit”) that are subject to refund by the City to the Developer who paid them in accordance with this Agreement. The City shall place each Deposit in a capital facilities account(s). If a Developer has made any Deposits to the City then, following deposit of Special Taxes or Bond proceeds in the applicable Zone’s City Improvements Account, the City shall return to the Developer, from the capital account in which the Deposits were deposited, an equal amount of the Deposits not previously returned, without interest or other earnings thereon. The City shall be so obligated to return such Deposits only to the extent that an equivalent amount of the Deposits to be returned is deposited in the applicable Zone’s City Improvements Account from Special Tax and Bond proceeds.

Bond proceeds used to finance City Improvements which relate to the City Fees shall be allocated first for return of all Deposits prior to being allocated to the payment of City Fees not previously deposited by the Developer s. Any Deposits that have not been returned to the Developers at the time it is determined that there will be no further Bond proceeds available (i.e. when the final series of Bonds to finance the City Improvements have been issued) shall be retained by the City and may be used for the purposes for which the City Fees were required, and the unrefunded Deposits shall constitute full and final payment for such City Fees, without any increase of any kind.

Any City Fees paid (as Deposits) by the Developers shall be made with the understanding that such Deposits will be returned to the Developer s if, and when, Special Taxes and Bond proceeds have been deposited to the applicable Zone’s City Improvements Account. The City shall expend any amounts disbursed to it from the City Improvements Account on capital facilities.

The payment of Deposits prior to the availability of the Special Taxes and Bond proceeds in the City Improvements Account shall not be construed as a dedication or gift of the City Fees, or a waiver of the return of the Deposits, it being the intention that the City Fees be paid by Special Taxes and Bond proceeds to the extent of such Bond proceeds.

SECTION 6. INDEPENDENT CONTRACTOR
In performing this Agreement, each Developer is an independent contractor and not the agent of the City. The City shall not have any responsibility for payment to any contractor or supplier of Developers. It is not intended by the Parties that this Agreement create a partnership or joint venture among them and this Agreement shall not otherwise be construed.

Attachment 2
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SECTION 7. INDEMNIFICATION
Each Developer shall assume the defense of, indemnify and hold harmless, the City, its officers, employees and agents, and the Community Facilities District, its officers, employees and agents (each, an “Indemnified Party” and, collectively, the “Indemnified Parties”), from and against all actions, damages, claims, losses or expenses of every type and description to which such Indemnified Party may be subject or put unde r any statute or at law or in equity , insofar as and solely to the extent such actions, damages, claims, losses or expenses arise out of or are based upon or resulting from the Developer’s performance of its obligations under this Agreement, the issuance of the Bonds, the failure of the Developer to provide notice of the special tax to be levied by the Community Facilities District pursuant to Section 53341.5 of the Act (but only if the Developer is required by law to provide such notice), or any alleged misstatement of a material fact or omission of a material fact made by the Developer regarding the Developer Property, the Developer, its proposed development of the Developer Property, ownership of the Developer Property, and any contractual arrangement of the Developer in the final official statement for the Bonds, necessary to make the statements made by the Developer contained therein, in light of the circumstances under which they were made not misleading. No provision of this Agreement shall in any way limit the extent of a Developer’s responsibility for payment of damages resulting from the operations of the Developer and its contractors; provided, however , that the Developer shall not be required to assume the defense or indemnify and hold harmless an Indemnified Party as to actions, damages, claims, losses or expenses arising out of or are based upon or resulting from the negligence or willful misconduct of an Indemnified Party.

SECTION 8. CONFLICT WITH OTHER AGREEMENTS
Except as specifically provided herein, nothing contained herein shall be construed as releasing either Developer from any condition of development or requirement imposed by any other agreement with the City. In the event of a conflicting provision, such other agreement shall prevail unless such conflicting provision is specifically waived or modified in writing by City.

SECTION 9. TERMINATION
The provisions of this Agreement related to the financing of the City Improvement s shall terminate and be of no further force or effect on the tenth anniversary of this Agreement if Bonds have not been issued prior to such date, unless (i) it is extended by the written consent of all the Parties, or (ii) building permits have been issued for all homes expected to be built within the Community Facilities District, construction of such homes is ongoing or has been completed, and the Developers have not been fully reimbursed for Deposits from Special Taxes. If the Community Facilities District is unable to sell the first series of Bonds after diligent, commercially reasonable efforts to do so, this Agreement shall terminate and be of no further force and effect; provided, however, in such event, any collected special taxes remaining after the payment of administrative expenses of the CFD and reimbursement to the Developers of all advances for CFD formation costs and Deposits shall be used to pay for City Improvements in accordance with this Agreement and the Developers shall receive a credit against any City Fees otherwise payable to the City in the amount so used to pay for City Improvements.

SECTION 10. NOTICES
Any correspondence, notice, payment or instrument required or permitted by this Agreement to be given or delivered to either Party shall be deemed to have been received when personally delivered to the offices named below or seventy-two (72) hours following deposit of Attachment 2
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the same in any United States Post Office in California, registered or certified, postage prepaid.

Any notice to the Community Facilities District or the City shall be addressed to City of Escondido, 201 North Broadway Escondido, CA 92025, Attention: City Manager. Any notice to Developer s shall be addressed to CWC Escondido 113, LLC and TTLC CalWest, LLC, respectively , c/o California West Communities , 5927 Priestly Drive, Suite 110 , Carlsbad, C alifornia 92008, Attention: Blake Fontana.

Each Party may change its address for delivery of notice by delivering written notice of such change of address to the other Party hereto in the manner provided herein.

SECTION 11. GENERAL PROVISIONS
(a) Amendment. This Agreement may be amended at any time but only in writing signed by each Party hereto.
(b) Exhibits. All exhibits attached hereto are incorporated into this Agreement by reference.
(c) Severability. If any part of this Agreement is held to be illegal or unenforceable by a court of competent jurisdiction, the remainder of this Agreement shall be given effect to the fullest extent reasonably possible.
(d) Waiver. Failure by a P arty to insist upon the strict performance of any of the provisions of this Agreement by the other P arties hereto, or the failure by a party to exercise its rights upon the default of another party, shall not constitute a waiver of such Party’s right to insist and demand strict compliance by such other Parties with the terms of this Agreement thereafter. (e) No Third Party Beneficiaries. Except as provided explicitly in this Agreement, no person or entity shall be deemed to be a third party beneficiary hereof, and nothing in this Agreement (either express or implied) is intended to confer upon any person or entity, other than the City, the Community Facilities District, and Developers (and their respective successors and assigns), any rights, remedies, obligations or liabilities under or by reason of this Agreement. (f) Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed an original, but all of which shall constitute but one instrument. (g) Assignment. Each Developer may assign all or any of its rights pursuant to this Agreement to a purchaser of all or any portion of the Developer Property. Such a purchaser and assignee shall, as a condition to taking an assignment of such rights, enter into an assignment and assumption agreement with the City and the assigning Developer, in a form reasonably acceptable to the Developer and the City, whereby such rights assigned are specified and such purchaser agrees, except as may be otherwise specifically provided therein, to assume the obligations of the Developer pursuant to this Agreement and to be bound thereby. (h) Governing Law . This Agreement and any dispute arising hereunder shall be governed by and interpreted in accordance with the laws of the State of California. (i) Construction of Agreement. This Agreement has been reviewed by legal counsel for both the City and Developers and shall be deemed for all purposes to have been jointly drafted by the City and Developers. No presumption or rule that ambiguities shall be construed against the drafting party shall apply to the interpretation or enforcement of this Agreement.

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(j) Attorneys’ Fees. In the event of any action or proceeding, including an arbitration or a reference pursuant to Section 638, et seq., of the Code of Civil Procedure brought by any Party against any other under this Agreement, the prevailing Party shall be entitled to recover its actual attorneys’ fees and all fees, costs and expenses incurred for prosecution, defense, consultation, or advice in such action or proceeding. In addition to the foregoing, the prevailing Party shall be entitled to its actual attorneys’ fees and all fees, costs and expenses incurred in any post-judgment proceedings to collect or enforce the judgment. This provision is separate and several and shall survive the merger of this Agreement into any judgment on this Agreement. (k) Venue and Forum. Any action at law or in equity arising under this Agreement brought by any Party hereto for the purpose of enforcing, construing or determining the validity of any provision of this Agreement shall be filed and tried in the Superior Court of the County of San Diego, State of California, and the Parties waive all provisions of law providing for the filing, removal or change of venue to any other Court.
(l) Entire Agreement . T his Agreement sets forth and contains the entire understanding and agreement of the P arties. There are no oral or written representations, understandings, undertaking or agreements, which are not contained or expressly referred to herein, and any such representations, understandings or agreements are superseded by this Agreement. No evidence of any such representations, understandings or agreements shall be admissible in any proceeding of any kind or nature relating to the terms or conditions of this Agreement, its interpretation or breach.
[REMAINDER OF PAGE INTENTIONALLY LEFT BLANK.]
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IN WITNESS WHEREOF, the parties have executed this Agreement as of the day and year first set forth above.

CITY OF ESCONDIDO, a political subdivision of the
State of California
By:

City Manager
ATTEST:

By:

City Clerk
[SIGNATURES CONTINUED ON NEXT PAGE.]
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[SIGNATURE PAGE CONTINUED]
CWC ESCONDIDO 113, LLC,
a Delaware limited liability company
By: CWC ESCON 113 MGMT LP, a California limited partnership Its: Managing Member
By: CWC ESCON MGMT LLC, a California limited liability company Its: General Partner
By:

Robert H. Thorne,
Chief Executive Officer

TTLC CALWEST, LLC,
a California limited liability company
By: CWC High Point 36, LLC, a California limited liability company Its: Member
By: California West Communities, LLC, a California limited liability company
Its: Sole Member
By:

Robert H. Thorne, Trustee of the
Thorne Family Trust udt Dated
August 31, 2004
Its: Managing Member

Attachment 2
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LIST OF EXHIBITS

EXHIBIT A - DESCRIPTION OF DEVELOPER PROPERTY

EXHIBIT B - DESCRIPTION OF COST ESTIMATES FOR CITY IMPROVEMENTS EXHIBIT C - NOTICE OF SPECIAL TAX (as prepared by Developers)

EXHIBIT D - DISBURSEMENT REQUEST FORM
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EXHIBIT A

DESCRIPTION OF DEVELOPER PROPERTY

LEGAL DESCRIPTION
Real property in the City of Escondido, County of San Diego , State of California, described as follows:

Assessor’s Parcel Nos. (as set forth in the County of Escondido Assessor’s Fiscal Year 2021-22 Roll):
238-130-11-00
238-130-26-00
238-130-27-00
238-130-35-00
238-130-36-00
187-090-38-00
187-090-39-00
187-090-40-00
187-090-41-00
187-090-42-00
187-090-44-00
187-090-45-00
187-090-46-00
187-090-47-00
187-090-48-00
187-090-49-00
187-090-50-00
187-090-51-00
187-090-53-00
187-090-54-00
187-090-56-00
187-090-57-00
187-090-58-00
187-090-59-00
187-091-13-00
187-091-14-00
187-091-15-00
187-091-16-00
187-091-17-00
187-091-18-00
187-091-19-00
187-091-20-00
187-091-22-00
187-091-23-00
187-091 -24-00
187-091-25-00
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187-091-26-00
187-091-27-00
187-091-28-00
187-091-29-00
187-091-30-00
187-091-31-00
187-091-32-00
187-091-33-00
187-091-34-00
187-091-35-00

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EXHIBIT B

DESCRIPTION OF COST ESTIMATES FOR CITY IMPROVEMENTS
The City Improvements consist of City facilities included in the City’s development fee programs used to finance expansion projects, exclusive of in- tract facilities constructed by a property owner, but including and not limited to the following.

ESTIMATED COST OF CITY IMPROVEMENTS
Effective September 16, 2021 (or as otherwise noted)

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EXHIBIT C

FORM OF NOTICE OF SPECIAL TAXES

NOTICE OF SPECIAL TAX
PROPOSED COMMUNITY FACILITIES DISTRICT NO. 2022-1
(ECLIPSE/MOUNTAIN HOUSE – ZONE 1)

OF THE CITY OF ESCONDIDO

COUNTY OF SAN DIEGO, CALIFORNIA
TO: THE PROSPECTIVE PURCHASER OF THE REAL PROPERTY KNOWN AS:

TRACT: SUB15-022 (DEL PRADO NORTH), LOT NO. ____

THIS IS A NOTIFICATION TO YOU PRIOR TO YOUR ENTERING INTO A CONTRACT TO PURCHASE THIS PROPERTY. THIS PROPOSED NOTICE OF SPECIAL TAX IS BEING PROVIDED TO YOU FOR INFORMATIONAL PURPOSES ONLY. THE PROJECTED ANNUAL MAXIMUM SPECIAL TAX DISCLOSED HEREIN IS A PRELIMINARY ESTIMATE. THE ACTUAL

MAXIMUM ANNUAL SPECIAL TAX WHICH WILL BE AUTHORIZED TO BE LEVIED UPON THE PROPERTY MAY BE MORE OR LESS THAN THE AMOUNT SET FORTH HEREIN. THE

SELLER IS REQUIRED TO GIVE YOU THIS NOTICE AND TO OBTAIN A COPY SIGNED BY YOU TO INDICATE THAT YOU HAVE RECEIVED AND READ A COPY OF THIS NOTICE. (1) This property is subject to special taxes, which are in addition to the regular property taxes and any other charges, fees, special taxes, and benefit assessments on the parcel. They will be imposed on this property because it is a new development, and may not be imposed generally upon property outside of this new development. If you fail to pay these taxes when due each year, the property may be foreclosed upon and sold. These taxes are used to provide public facilities and services that are likely to particularly benefit the property. YOU SHOULD TAKE

THESE TAXES AND THE BENEFITS FROM THE FACILITIES AND SERVICES FOR WHICH THEY PAY INTO ACCOUNT IN DECIDING WHETHER TO BUY THIS PROPERTY. (2) The property you are purchasing (the “Property”) is proposed to be within the boundaries of Zone 1 of the proposed Community Facilities District No. 2022-1 (Eclipse/Mountain House) of the City of Escondido (the “CFD”) and will be subject to an annual Special Tax levied by the CFD. The annual Maximum Special Tax which may be levied on the Property to pay for public Facilities and Services will depend on whether the Property is classified as “Developed Property”, “Final Mapped Property” or “Undeveloped Property” during the Fiscal Year for which the Special Tax is being levied. The above terms will be defined pursuant to the Rate and Method of Apportionment of Special Tax (“RMA”) for the CFD, which is not yet available.

Undeveloped Property
As currently proposed, if the Property is classified as Undeveloped Property in Fiscal Year 2022-2023, the annual Maximum Special Tax which may be levied against the Property to pay for public Facilities shall be the annual Maximum Special Tax for Undeveloped Property which has not yet been determined.

Attachment 2
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Final Mapped Property
As currently proposed, if the Property is classified as Final Mapped Property in Fiscal Year 2022-2023, the annual Maximum Special Tax which may be levied against the Property to pay for public Facilities shall be the annual Maximum Special Tax for Final Mapped Property which has not yet been determined.

Developed Property
As currently proposed, if the Property is classified as Developed Property, the annual Maximum Special Tax which may be levied against the Property to pay for public Facilities during Fiscal Year 2022-2023 shall be the greater of (i) the annual proposed Assigned Special Tax for Developed Property or the Backup Special Tax which has not yet been determined. Based on a home square foota ge of 1,140, the Assigned Special Tax for Developed Property has been estimated to be *$2,478. *This amount is a preliminary estimate and is subject to change.

Each July 1st, commencing with July 1, 2023, the above-referenced Assigned Special Tax and the Backup Special Tax shall increase annually by two percent (2%) from the amount established in the prior Fiscal Year. The Backup Special Tax shall only be levied if the total of the amount collected by virtue of the levy of the Assigned Special Tax on all Developed Residential Property within the CFD, plus the amount collected by virtue of the levy of the Assigned Special Tax applicable to Final Mapped Property and Undeveloped Property within the CFD, is less than the “Special Tax Requirement”, as defined in the RMA, for the applicable Fiscal Year.

As currently proposed, the Special Tax shall be levied annually on each Assessor’s Parcel of Taxable Property for a maximum of fifty (50) years as Developed Property from the first levy of special tax on an applicable Assessor’s Parcel as Developed Property. (3) As currently proposed, the authorized facilities which are being paid for by the Special Taxes, and by the money received from the sale of Bonds which are being repaid by the Special Taxes, include, but not limited to the construction, purchase, modification, expansion, rehabilitation and/or improvement of (i) water and wastewater, drainage, flood and storm protection facilities, library, parks, parkways, park lighting, sidewalks, signage, fire protection and fire suppression facilities, streets and roadways, traffic signals, street lighting, administration and community center facilities, animal shelter facilities, and other public facilities of the City, including the foregoing public facilities which are included in the City’s fee programs with respect to such facilities and authorized to be financed under the Mello- Roos Community Facilities Act of 1982, as amended (the “City Facilities”), and all appurtenances and appurtenant work in connection with the foregoing City Facilities, and to finance the incidental expenses to be incurred, including:
(a) engineering, planning, designing, materials testing, coordination, construction staking, construction management and supervision for such City Facilities, and the cost of engineering, planning and designing the City Facilities; (b) all costs, including costs of the property owner petitioning to form the District, associated with the creation of the District, the issuance of the bonds, the determination of the amount of special taxes to be levied and costs otherwise incurred in order to carry out the authorized purposes of the District; and (c) any other expenses incidental to the construction, acquisition, modification, rehabilitation, completion and inspection of the City Facilities. These facilities may not yet have been all constructed or acquired and it is possible that some may never be constructed or acquired.

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IF AND ONCE APPROVED BY THE CITY OF ESCONDIDO, YOU MAY OBTAIN A COPY

OF THE RESOLUTION OF FORMATION WHICH AUTHORIZED CREATION OF THE CFD, AND

WHICH SPECIFIES MORE PRECISELY HOW THE SPECIAL TAX IS APPORTIONED AND

HOW THE PROCEEDS OF THE TAX WILL BE USED, FROM THE CITY OF ESCONDIDO BY CALLING (760) 839 -4665. THERE MAY BE A CHARGE FOR THIS DOCUMENT NOT TO EXCEED THE REASONABLE COST OF PROVIDING THE DOCUMENT.

I (WE) ACKNOWLEDGE THAT I (WE) HAVE READ THIS NOTICE AND RECEIVED A

COPY OF THIS NOTICE PRIOR TO ENTERING INTO A CONTRACT TO PURCHASE OR DEPOSIT RECEIPT WITH RESPECT TO THE ABOVE REFERENCED PROPERTY. I (WE)

UNDERSTAND THAT I (WE) MAY TERMINATE THE CONTRACT TO PURCHASE OR

DEPOSIT RECEIPT WITHIN THREE DAYS AFTER RECEIVING THIS NOTICE IN PERSON OR

WITHIN FIVE DAYS AFTER IT WAS DEPOSITED IN THE MAIL BY GIVING WRITTEN NOTICE OF TERMINATION TO THE OWNER, SUBDIVIDER, OR AGENT SELLING THE PROPERTY.

Dated: _______________ By:

Name:

Dated: _______________ By:

Name:

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NOTICE OF SPECIAL TAX
PROPOSED COMMUNITY FACILITIES DISTRICT NO. 2022-1
(ECLIPSE/MOUNTAIN HOUSE– ZONE 2)

OF THE CITY OF ESCONDIDO

COUNTY OF SAN DIEGO, CALIFORNIA
TO: THE PROSPECTIVE PURCHASER OF THE REAL PROPERTY KNOWN AS:

TRACT: SUB15-023 (DEL PRADO SOUTH), LOT NO. ____

MAXIMUM ANNUAL SPECIAL TAX WHICH WILL BE AUTHORIZED TO BE LEVIED UPON THE PROPERTY MAY BE MORE OR LESS THAN THE AMOUNT SET FORTH HEREIN. THE

THESE TAXES AND THE BENEFITS FROM THE FACILITIES AND SERVICES FOR WHICH THEY PAY INTO ACCOUNT IN DECIDING WHETHER TO BUY THIS PROPERTY. (2) The property you are purchasing (the “Property”) is proposed to be within the boundaries of Zone 2 of the proposed Community Facilities District No. 2022-1 (Eclipse/Mountain House) of the City of Escondido (the “CFD”) and will be subject to an annual Special Tax levied by the CFD. The annual Maximum Special Tax which may be levied on the Property to pay for public Facilities and Services will depend on whether the Property is classified as “Developed Property”, “Final Mapped Property” or “Undeveloped Property” during the Fiscal Year for which the Special Tax is being levied. The above terms will be defined pursuant to the Rate and Method of Apportionment of Special Tax (“RMA”) for the CFD, which is not yet available.

Final Mapped Property
As currently proposed, if the Property is classified as Final Mapped Property in Fiscal Year 2022-2023, the annual Maximum Special Tax which may be levied against the Property to pay for public Facilities shall be the annual Maximum Special Tax for Final Mapped Property which has not yet been determined.

Attachment 2
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Developed Property
As currently proposed, if the Property is classified as Developed Property, the annual Maximum Special Tax which may be levied against the Property to pay for public Facilities during Fiscal Year 2022-2023 shall be the greater of (i) the annual proposed Assigned Special Tax for Developed Property or the Backup Special Tax which has not yet been determined. Based on a home square footage of 3,200, the Assigned Special Tax for Developed Property has been estimated to be *$1,964. *This amount is a preliminary estimate and is subject to change.

IF AND ONCE APPROVED BY THE CITY OF ESCONDIDO, YOU MAY OBTAIN A COPY

OF THE RESOLUTION OF FORMATION WHICH AUTHORIZED CREATION OF THE CFD, AND

WHICH SPECIFIES MORE PRECISELY HOW THE SPECIAL TAX IS APPORTIONED AND

HOW THE PROCEEDS OF THE TAX WILL BE USED, FROM THE CITY OF ESCONDIDO BY CALLING (760) 839 -4665. THERE MAY BE A CHARGE FOR THIS DOCUMENT NOT TO EXCEED THE REASONABLE COST OF PROVIDING THE DOCUMENT.

I (WE) ACKNOWLEDGE THAT I (WE) HAVE READ THIS NOTICE AND RECEIVED A

COPY OF THIS NOTICE PRIOR TO ENTERING INTO A CONTRACT TO PURCHASE OR Attachment 2
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DEPOSIT RECEIPT WITH RESPECT TO THE ABOVE REFERENCED PROPERTY. I (WE)

UNDERSTAND THAT I (WE) MAY TERMINATE THE CONTRACT TO PURCHASE OR

DEPOSIT RECEIPT WITHIN THREE DAYS AFTER RECEIVING THIS NOTICE IN PERSON OR

WITHIN FIVE DAYS AFTER IT WAS DEPOSITED IN THE MAIL BY GIVING WRITTEN NOTICE OF TERMINATION TO THE OWNER, SUBDIVIDER, OR AGENT SELLING THE PROPERTY.

Dated: _______________ By:

Name:

Dated: _______________ By:

Name:

Attachment 2
106
Item4.

D-1
4839-9517-7468v3/022009-0050

EXHIBIT D
CFD NO. 2022-1 (ECLIPSE/MOUNTAIN HOUSE)

OF THE CITY OF ESCONDIDO

DISBURSEMENT REQUEST FORM

1. City of Escondido Community Facilities District No. 2022-1 ( Eclipse/Mountain House) (the “CFD”) is hereby requested to pay from the Zone __ City Improvements Account, or any applicable account or sub-account thereof, of the Improvement Fund established by the CFD in connection with its [20__] Special Tax Bonds (the “Bonds”) to City of Escondido (the “City”) as payee, the sum set forth below:
$_____________________ (the Requested Amount”)

2. The Requested Amount represents the payment of City Fees for ___ lot(s) within the boundaries of Zone __ of the CFD (the “Property”).
(Tract No. __________, Lot Nos. ________________).

3. The Requested Amount is due and payable, has not formed the basis of any prior request or disbursement.

4. The Requested Amount shall be payable to the City pursuant to the wiring instructions attached hereto.

5. The Requested Amount is authorized and payable pursuant to the terms of the certain Acquisition and Funding Agreement, dated as of __________ , 2022 (the “Agreement”) between the City, acting for and on behalf of itself and the CFD, and Developer.

6. Capitalized undefined terms used herein shall have the meaning ascribed to them in the Agreement.

Dated: DEVELOPER:

Dated: CITY OF ESCONDIDO
By:

Its:

[ATTACH WIRING INSTRUCTIONS]
Attachment 2
107
Item4.

RESOLUTION NO. 2022-02

A RESOLUTION OF INTENTION OF THE CITY COUNCIL

OF THE CITY OF ESCONDIDO TO ESTABLISH
COMMUNITY FACILITIES DISTRICT NO. 2022 -1 OF THE

CITY OF ESCONDIDO (ECLIPSE/MOUNTAIN HOUSE),

TO AUTHORIZE THE LEVY OF A SPECIAL TAX TO PAY

THE COSTS OF ACQUIRING OR CONSTRUCTING

CERTAIN FACILITIES AND TO PAY DEBT SERVICE ON

BONDED INDEBTEDNESS

WHEREAS, the City of Escondido (the “City”) received a petition signed by the owners of more than ten percent of the land within the boundaries of the territory which is proposed for inclusion in a proposed community facilities district, which petition meets the requirements of Sections 53318 and 53319 of the Government Code of the State of California; and

WHEREAS, the City Council of the City (the “City Council”) desires to adopt this resolution of intention as provided in Section 53321 of the Government Code of the State of California to establish a community facilities district consisting of the territory described in Attachment “A” hereto and incorporated herein by this reference, which the City Council hereby determines shall be known as “Community Facilities District No. 2022 -1 of the City of Escondido (Eclipse/Mountain House)” (“Community Facilities District No. 2022 -1” or the “District”) pursuant t o the Mello -Roos Community Facilities Act of 1982, as amended, commencing with Section 53311 of the Government Code (the “Act”) to finance (1) the purchase, construction, modification, expansion, improvement or rehabilitation of certain real or other tangi ble property described in Attachment “B” hereto and incorporated herein by this reference, including all furnishings, equipment and supplies related thereto, which include certain facilities to be owned and operated by the City (the “City Facilities”), which City Facilities have a useful life of five years or longer, and (2) the incidental expenses to be incurred in connection with financing the City Facilities and forming and administering the District (the “Incidental Expenses”); and 108
Item4.

WHEREAS, the City Council further intends to approve an estimate of the costs of the City Facilities and the Incidental Expenses for Community Facilities District No. 2022-1; and

WHEREAS, it is the intention of the City Council to consider financing the City Facilities and the Incidental Expenses through the formation of Community Facilities District No. 2022 -1 and the issuance of bonded indebtedness in an amount not to exceed $6,000,000 with respect to the City Facilities and the Incidental Expenses and the levy of a special tax to pay for the City Facilities and the Incidental Expenses (the “Special Tax”) and to pay debt service on the bonded indebtedness, provided that the bond sale and such Special Tax levy are approved at an election to be held within the boundaries of Community Facilities District No. 2022-1; and

WHEREAS, pursuant to Section 53339.3 of the Act, the City Council proposes to designate Assessor Parcel Nos 238 -130-35-00 and 238 -130-35-00 as territory proposed for future annexation into the District (the “Future Annexation Area”), as indicated on the proposed boundary map for the District, with the condition that a parcel or parcels within such Future Annexation Area may be annexed and subjected to the special tax of the District only with th e unanimous approval of the owner or owners of the parcel or parcels at the time of annexation or in compliance with other procedures established by the Act; and

WHEREAS, the City desires to enter into an Acquisition and Funding Agreement with CWC Escondido 113, LLC, a Delaware limited liability company, and TTLC Calwest, LLC, a California limited liability company (the “Developers”), the form of which is on file with the City Clerk (the “Acquisition Agreement”), to provide for the financing of the City Facilities through the District.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Escondido that:

1. The above recitals are true.
109
Item4.

2. A community facilities district is proposed to be established under the terms of the Act.

It i s further proposed that the boundaries of the community facilities district shall be the legal boundaries as described in Attachment “A” hereto, which boundaries shall, upon recordation of the boundary map for the District, include the entirety of any parcel subject to taxation by the District, and as depicted on the map of the proposed Community Facilities District No. 2022-1 which is on file with the City Clerk. The City Clerk is hereby directed to sign the original map of the District and record it with all proper endorsements thereon with the Assessor -County Clerk -Recorder of the County of San Diego within 15 days after the adoption of this resolution, all as required by Section 3111 of the Streets and Highways Code of the State of California.

3. The name of the proposed community facilities district shall be “Community Facilities District No. 2022-1 of the City of Escondido (Eclipse/Mountain House).”

4. The City Council further proposes to designate the Future Annexation Area as property proposed for annexation into the District in the future, with the condition that a parcel or parcels within such Future Annexation Area may be annexed to the District and subject to taxation by the District only with the unanimous approval of the owner or owners of such parcel or parcels at the time that such parcel or parcels are annexed to the District.

5. The City Facilities proposed to be financed by Community Facilities District No. 2022 -1 are public facilities as defined in the Act, which the City is authorized by law to construct, acquire, own and operate. The rate and method of apportionment and manner of collection of the Special Tax are described in detail in Attachment “C” attached hereto, which Attachment “C” is incorporated h erein by this reference (the “Rate and Method”). The City Council hereby finds and determines that the description of the City Facilities herein is sufficiently informative to allow taxpayers within the proposed District and the Future Annexation Area to understand what the funds of the District 110
Item4.
may be used to finance. Additionally, the City Council hereby finds that the Rate and Method allows each landowner within the District and the Future Annexation Area to estimate the maximum amount of the Special Tax that may be levied against each parcel.

The Incidental Expenses expected to be incurred include the cost of engineering, planning, designing, materials testing, coordination, construction staking, construction management and supervision for th e City Facilities, the costs of forming the District and establishing the Future Annexation Area, issuing bonds and levying and collecting the Special Tax within the proposed District, and any other expenses incidental to the construction, acquisition, modification, rehabilitation, completion and inspection of the City Facilities. The City Facilities may be acquired from one or more of the property owners within the District as completed public improvements or may be constructed from bond or Special Tax proceeds.

All or a portion of the City Facilities may be purchased with District funds as completed public facilities pursuant to Section 53314.9 or as discrete portions or phases pursuant to Section 53313.51 of the Act and/or constructed with District fu nds pursuant to Section 53316.2 of the Act. Any portion of the City Facilities may be financed through a lease or lease -purchase arrangement if the District hereafter determines that such arrangement is of benefit to the District.

6. Except where funds are otherwise available, it is the intention of the City Council to levy annually in accordance with the procedures contained in the Act the Special Tax, secured by recordation of a continuing lien against all nonexempt real property in the District, suffi cient to pay for: (i) the City Facilities and Incidental Expenses; and (ii) the principal and interest and other periodic costs on bonds or other indebtedness issued to finance the City Facilities and Incidental Expenses, including the establishment and re plenishment of any reserve funds deemed necessary by the District, and any remarketing, credit enhancement and liquidity facility fees (including such fees for instruments which serve as the basis of a reserve fund in lieu of cash).
111
Item4.

If the Special Tax is levied against any parcel used for private residential purposes, (i) the maximum Special Tax rate shall be specified as a dollar amount which shall be calculated and established not later than the date on which the parcel is first subject to the Special Tax because of its use for private residential purposes and shall not be increased over time, except as set forth in Attachment “C” hereto, (ii) such Special Tax not shall be levied on any parcel of Taxable Property (as defined in the Rate and Method) after the 50th year such parcel is first classified as Developed Property (as defined in the Rate and Method) and subject to the Special tax levy, as described in Attachment “C” hereto, and (iii) under no circumstances will the Special Tax levied in any fiscal year against any such parcel used for private residential uses be increased as a consequence of delinquency or default by the owner or owners of any other parcel or parcels within the District by more than ten percent (10%) above the amount that would have been levied in that fiscal year had there never been any such delinquencies or defaults.

The Special Tax is based on the expected demand that each parcel of real property within proposed Community Facilities District No. 2022-1 will place on the City Facilities and on the benefit that each parcel derives from the right to access the City Facilities. The City Council hereby determines that the proposed City Facilities are necessary to meet the increased demand placed upon the City and the ex isting infrastructure in the City as a result of the development of the land proposed for inclusion in the District.

The City Council hereby determines the rate and method of apportionment of the special tax with respect to the Special Tax set forth in Attachment “C” to be reasonable. The Special Tax is apportioned to each parcel on the foregoing basis pursuant to Section 53325.3 of the Act and such special tax is not on or based upon the value or ownership of real property. In the event that a portion o f the property within Community Facilities District No. 2022 -1 shall become for any reason exempt, wholly or partially, from the levy of the Special Tax specified on Attachment “C,” the City Council shall, on behalf of Community Facilities District No. 202 2-1, cause the levy to be increased, subject to the limitation of the maximum Special Tax for a parcel as set forth in Attachment “C,” to the extent necessary upon the remaining 112
Item4.
property within proposed Community Facilities District No. 2022 -1 which is not exempt in order to yield the Special Tax revenues required for the purposes described in this Section 5. The obligation to pay the Special Tax may be prepaid only as set forth in Section I of Attachment “C” hereto.

7. A public hearing (the “Hearing”) on the establishment of the proposed Community Facilities District No. 2022-1 and the Future Annexation Area thereto, the proposed rate and method of apportionment of the Special Tax and the proposed issuance of bonds to finance the City Facilities and the Incidental Expenses shall be held at 5:00p.m., or as soon thereafter as practicable, on March 2, 2022, at the City Counci l Chambers at 201 North Broadway, Escondido, California. Should the City Council determine to form the District, a special election will be held to authorize the issuance of the bonds and the levy of the special tax in accordance with the procedures contai ned in Government Code Section 53326. If held, the proposed voting procedure at the election will be a landowner vote with each landowner who is the owner of record of land within the District at the close of the Hearing, or the authorized representative t hereof, having one vote for each acre or portion thereof owned within the proposed District. Ballots for the special election may be distributed by mail or by personal service.

8. At the time and place set forth above for the Hearing, the City Council will receive testimony as to whether the proposed Community Facilities District No. 2022 -1 shall be established and as to the method of apportionment of the special tax and shall consider:

(a) if an ad valorem property tax is currently being levied on property within proposed Community Facilities District No. 2022 -1 for the exclusive purpose of paying principal of or interest on bonds, lease payments or other indebtedness incurred to finance construction of capital facilities; and

(b) if the capital facilities to be financed and constructed by Community Facilities District No. 2022-1 will provide the same services as were provided by the capital facilities mentioned in subsection (a); and
113
Item4.
(c) if the City Council makes the findings specified in s ubsections (a) and (b) above, it will consider appropriate action to determine whether the total annual amount of ad valorem property tax revenue due from parcels within Community Facilities District No. 2022 -1, for purposes of paying principal and interes t on the debt identified in subsection (a) above, shall not be increased after the date on which Community Facilities District No. 2022-1 is established, or after a later date determined by the City Council with the concurrence of the legislative body which levied the property tax in question.

9. At the time and place set forth above for the Hearing, any interested person, including all persons owning lands or registered to vote within proposed Community Facilities District No. 2022 -1, may appear and be heard.

10. Each City officer who is or will be responsible for providing the City Facilities within proposed Community Facilities District No. 2022 -1, if it is established, is hereby directed to study the proposed District and, at or before the time of the above-mentioned Hearing, file a report with the City Council containing a brief description of the public facilities by type which will in his or her opinion be required to meet adequately the needs of Community Facilities District No. 2022 -1 and an e stimate of the cost of providing those public facilities, including the cost of environmental evaluations of such facilities and an estimate of the fair and reasonable cost of any Incidental Expenses to be incurred.

11. The District may accept advances of funds or work-in-kind from any source, including, but not limited to, private persons or private entities, for any authorized purpose, including, but not limited to, paying any cost incurred in creating Community Facilities District No. 2022-1. The District may enter into an agreement with the person or entity advancing the funds or work -in- kind, to repay all or a portion of the funds advanced, 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, with or without interest. 114
Item4.

12. The City Clerk is hereby directed to publish a notice (the “Notice”) of the Hearing pursuant to Section 6061 of the Government Code in a newspaper of general circulation published in the area of proposed Community Facilities District No. 2022-1. The City Clerk is further directed to mail a copy of the Notice to each of the landowners within the boundaries of the District at least 15 days prior to the Hearing. The Notice shall contain t he text or a summary of this Resolution, the time and place of the Hearing, a statement that the testimony of all interested persons or taxpayers will be heard, a description of the protest rights of the registered voters and landowners in the proposed dis trict and a description of the proposed voting procedure for the election required by the Act. Such publication shall be completed at least seven (7) days prior to the date of the Hearing.

13. The reasonably expected maximum principal amount of the bonded indebtedness to be incurred by the District for the City Facilities and Incidental Expenses is Six Million Dollars ($6,000,000).

14. The form of the Funding Agreement, by and among the City, CWC Escondido 113, LLC, a Delaware limited liability company, and TTLC Calwest, LLC, a California limited liability company, dated as of January 1, 2022 (the “Funding Agreement”) is hereby approved. The Mayor, the City Manager, or their written designees are hereby authorized and directed to execute and deliver the Funding Agreement in the form on file with the City Clerk with such changes, insertions and omissions as may be approved by the officer or officers executing such agreement, said execution being con clusive evidence of such approval.

15. Except to the extent limited in any bond resolution or trust indenture related to the issuance of bonds, the City Council hereby reserves to itself all rights and powers set forth in Section 53344.1 of the Act (relating to tenders in full or partial payment). 115
Item4.

16. This Resolution shall be effective upon its adoption.

116
Item4.
1 OF 2
DECEMBER 2021
CFD2022-1
SHEET
DATE
JOB NO.
437 WEST GRAND AVENUE
ESCONDIDO, CALIFORNIA 92025
TELEPHONE: (760)233-2630
FAX: (760)233-2631
SDFA

SPECIAL DISTRICT FINANCING
& ADMINISTRATION

OF THE CITY OF ESCONDIDO

COUNTY OF SAN DIEGO

STATE OF CALIFORNIA

BOUNDARY MAP OF
COMMUNITY FACILITIES DISTRICT NO. 2022-1
(ECLIPSE/MOUNTAIN HOUSE)
1 LEGEND:

LOT NUMBER

COMMUNITY FACILITIES

DISTRICT BOUNDARY (ZONE A)

FILED IN THE OFFICE OF THE CITY CLERK OF THE CITY OF ESCONDIDO, THIS ______ DAY OF _________________, 20______.

BY: _____________________________________

CITY CLERK

CITY OF ESCONDIDO

STATE OF CALIFORNIA

I HEREBY CERTIFY THAT THE WITHIN MAP SHOWING THE BOUNDARIES OF COMMUNITY FACILITIES DISTRICT NO. 2022-1 OF THE CITY OF

ESCONDIDO, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA, WAS

APPROVED BY THE CITY COUNCIL OF THE CITY OF ESCONDIDO AT A REGULAR MEETING THEREOF, HELD ON THE _________ DAY OF
_______________, 20______, BY ITS RESOLUTION NO._______________.

BY: _____________________________________

CITY CLERK

CITY OF ESCONDIDO

STATE OF CALIFORNIA
FILED THIS _____________ DAY OF ___________________ , 20____, AT THE HOUR OF _________ O’CLOCK ________ .M. AS DOCUMENT NO. ________________IN BOOK _____ PAGE(S) ______________ OF

MAPS OF ASSESSMENTS AND COMMUNITY FACILITIES DISTRICTS IN

THE OFFICE OF THE COUNTY RECORDER OF THE COUNTY OF SAN
DIEGO, CALIFORNIA.

BY: _____________________________________

DEPUTY RECORDER
COUNTY RECORDER, ERNST J. DRONENBURG, JR.

COUNTY OF SAN DIEGO

STATE OF CALIFORNIA
1 3
2 5 4

BROTHERTON RD

CENTRE CITY PKWY
Scale In Feet
2000 100100
ZONE A
NAP

FUTURE AREA OF ANNEXATION
(ZONE A)
Resolution No. 2022-02
Attachment "A"

Page 1 of 2 ends

117
Item4.

SHEET
DATE
JOB NO.
437 WEST GRAND AVENUE
ESCONDIDO, CALIFORNIA 92025
TELEPHONE: (760)233-2630
FAX: (760)233-2631
SDFA

SPECIAL DISTRICT FINANCING
& ADMINISTRATION
Scale In Feet
8000 400400 2 OF 2
DECEMBER 2021
CFD2022-1

OF THE CITY OF ESCONDIDO

COUNTY OF SAN DIEGO

STATE OF CALIFORNIA

BOUNDARY MAP OF
COMMUNITY FACILITIES DISTRICT NO. 2022-1
(ECLIPSE/MOUNTAIN HOUSE)
1 LEGEND:

LOT NUMBER

COMMUNITY FACILITIES

DISTRICT BOUNDARY (ZONE B)
6 7
9 24
8 10
11 17
12 13
14 18
15 16 19
20 22
25 26
27 28
29 30
31 32
33 34
35 36
40 41
42 39
43 44
45 38
37 21
23 NAP NOT A PART
NAP
NAP
46 HAMPTON
GLN

WOODLAND

HEIGHTS
GLN

KENSINGTON
GLN
NAP

MESA ROCK RD
NAP
ZONE B
Resolution No. 2022-02
Attachment "A"

Page 2 of 2 ends

118
Item4.

ATTACHMENT B

TYPES OF FACILITIES TO BE FINANCED BY
COMMUNITY FACILITIES DISTRICT NO. 2022-1

OF THE CITY OF ESCONDIDO
(ECLIPSE/MOUNTAIN HOUSE)
The proposed types of public facilities and expenses to be financed by the District include:

The construction, purchase, modification, expansion, rehabilitation and/or improvement of (i) water and wastewater, drainage, park, local and regional traffic, and other public facilities of the City, including the foregoing public facilities which are included in the City’s fee programs with respect to such facilities and authorized to be financed under the Mello-Roos Community Facilities Act of 1982, as amended (the “City Facilities”), and all appurtenances and appurtenant work in connection with the foregoing City Facilities, and to finance the incidental expenses to be incurred, including:
a. Engineering, planning, designing, materials testing, coordination, construc tion staking, construction management and supervision for such City Facilities, and the cost of engineering, planning and designing the City Facilities; and
b. All costs, including costs of the property owners petitioning to form the District, associated with the creation of the District, the issuance of the bonds, the determination of the amount of special taxes to be levied and costs otherwise incurred in order to carry out the authorized purposes of the District; and c. Any o ther e xpenses i ncidental to th e construction, ac quisition, m odification, re habilitation, completion and inspection of the City Facilities.

Resolution No. 2022-02
Attachment"B"

Page 1 of 2 ends

119
Item4.

Capitalized terms used and not defined herein shall have the meaning set forth in the Rate and Method of Apportionment of Special Taxes for the District.

Resolution No. 2022-02
Attachment"B"

Page 2 of 2 ends

120
Item4.

ATTACHMENT C

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAXES
COMMUNITY FACILITIES DISTRICT NO. 2022-1

OF THE CITY OF ESCONDIDO
(ECLIPSE/MOUNTAIN HOUSE)
Resolution No. 2022-02
Attachment "C"

Page 1 of 23 ends

121
Item4.

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAXES
COMMUNITY FACILITIES DISTRICT NO. 2022-1
(Eclipse / Mountain House)

CITY OF ESCONDIDO

An annual Special Tax (as hereinafter defined) shall be levied on all applicable Assessor’s Parcels (as hereinafter defined) within Community Facilities District No. 2022-1 ( Eclipse / Mountain House) (“CFD No. 2022-1” ) of the City of Escondido (“ City”) and collected each Fiscal Year commencing in Fiscal Year 2022-2023, in an amount determined by the City Council, through the application of this Rate and Method of Apportionment of Special Taxes (“Rate and Method of Apportionment”) as described below. A ll of the real property within the boundaries of CFD No. 2022-1, unless exempted by law or by the provisions hereof, shall be subject to the Special Tax for the purposes, to the extent and in the manner herein provided.

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 following actual or reasonably estimated costs directly related to the administration of CFD No. 2022-1 including but not limited to: the costs of computing the Special Taxes including the Backup Special Tax and preparing and presenting to City Council the annual Special Tax collection schedules (whether by the City or designee thereof or both); the costs of collecting the Special Taxes (whether by the County or otherwise); the costs of remitting the Special Taxes 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 the City , CFD No. 2022-1 or any designee thereof of complying with arbitrage rebate requirements; the costs to the City , CFD No. 2022-1 or any designee thereof of complying with City and/or CFD No. 2022-1 disclosure requirements associated with applicable federal and State securities laws and of the Act; the costs associated with preparing Special Tax disclosure statements and responding to property owner and public inquiries regarding CFD No. 2022-1, including its Special Taxes; the costs of the City, CFD No. 2022- 1 or any designee related to the analysis and reduction, if any, of the Special Tax in accordance with Section D; the costs of the City , CFD No. 2022-1 or any designee thereof related to an appeal of the Special Tax; the costs associated with the release of funds from an escrow account; and the City’s annual administration fees and third party expenses; the costs of C ity staff time and reasonable overhead relating to CFD No. 2022-1; and amounts estimated or advanced by the City or CFD No. 2022-1 for any other administrative purposes of CFD No. 2022-1, including attorney ’s fees and other costs related to commencing and pursuing to completion any foreclosure of delinquent Special Taxes.

Resolution No. 2022-02
Attachment "C"

Page 2 of 23 ends

122
Item4.
“Annexed Area” means the property within the boundaries of the future area to be annexed to CFD No. 2022-1. Such area is identified on Exhibit “B” attached to this Rate and Method of Apportionment and identified as “Future Area of Annexation” to Zone A of CFD No. 2022- 1 and includes Escondido Tract Map No. SUB15-0023.

“Assessor’s Parcel” or “Assessor Parcels” 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 County Assessor of the County designating parcels by Assessor’s parcel number.

“Assigned Special Tax” means the Special Tax for each Assessor’s Parcel of Developed Property or portion thereof, as determined in accordance with Section C.1.b below.

“Backup Special Tax ” means the Special Tax applicable to each Assessor ’s Parcel of Developed Property or portion thereof, as determined in accordance with Section C.1.c below.

“Bonds” means any bonds or other debt (as defined in Section 53317(d) of the Act), whether in one or more series, issued by CFD No. 2022-1, pursuant to the Act which are secured by a pledge of the Special Taxes.

“Building Permit” means the first legal document issued by the City giving official permission for new construction of a building on an Assessor’s Parcel. For purposes of this definition, “Building Permit” shall include any subsequent building permits issued or changed prior to the first occupancy of the structure, as determined by the CFD Administrator.

“CFD Administrator” means the Finance Director or other official of the City responsible for determining the Special Tax Requirement, providing for the levy and collection of the Special Taxes and performing the other duties provided herein.

“CFD No. 2022-1” means Community Facilities District No. 2022-1 ( Eclipse / Mountain House) of the City of Escondido.

“City” means the City of Escondido, California.

“City Council” means the City Council of the City, acting as the Legislative Body of CFD No. 2022-1, or its designee.

“Contractual Obligations” means (a) a voluntary contractual assessment established and levied on an Assessor’s Parcel pursuant to Chapter 29 of Part 3 of Division 7 of the California Streets and Highways Code (commencing with Section 5898.10 et seq.), as amended from time to time, (b) a special tax established and levied on an Assessor’s Parcel pursuant to Section 53328.1 of the California Government Code and related provisions of the Act, as amended from time to time, and (c) any other fee, charge, tax, or assessment established and levied on an individual Assessor’s Parcel pursuant to a contractual agreement or other voluntary consent by the owner thereof (e.g., property owner association assessments).

Resolution No. 2022-02
Attachment "C"

Page 3 of 23 ends

123
Item4.

“County” means the County of San Diego, California.

“Developed Floor Area” means for any Dwelling Unit, the square footage of assessable space of such Dwelling Unit as defined in Government Code section 65995, subdivision (b)(1). For purposes of this determination, such square footage of assessable space shall be, and the City, acting for CFD No. 2022-1, may rely on , the square footage as identified on the Building Permit(s) issued by the City if found consistent with such code section. Modifications to the originally issued Building Permit made prior to first occupancy may occur and shall be used to adjust the determination of Developed Floor Area. Modifications made after first occupancy, such as additions, shall be subject to then current development fees and not used to determine the Developed Floor Area us ed in the application of this Rate and Method of Apportionment.

“Developed Property” means, for each Fiscal Year, all Taxable Property for which a Building Permit for new construction was issued prior to March 1 st of the prior Fiscal Year.

“Dwelling Unit(s)” or “DU” means an individual single-family, detached or attached home, townhome, condominium, apartment, or other such residential Dwelling Unit, including each separate living area within a half-plex, duplex, triplex, fourplex, or other residential structure that comprises an independent facility capable of conveyance or as a rental separate from the primary Dwelling Unit(s).

“Exempt Property” means all Assessor’s Parcels designated as being exempt from Special Taxes pursuant to Section F.

“Facilities” means the public facilities authorized to be financed, in whole or in part, by CFD No. 2022-1.

“Final Map” means a subdivision of property by recordation of a final tract map, parcel map, or lot line adjustment by the City , pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq .), an applicable local ordinance or recordation of a condominium plan pursuant to California Civil Code Section 6624 or functionally equivalent map or instrument that cr eates individual lots for which Building Permits may be issued without further subdivision.

“Final Mapped Property” means, for each Fiscal Year, all Taxable Property, exclusive of Developed Property, Taxable Property Owner Association Property, and Taxable Public Property, which as of January 1 of the previous Fiscal Year was located within a Final Map.

“Fiscal Year” means the period starting July 1 and ending on the following June 30.

“Indenture” means the indenture, fiscal agent agreement, resolution or other instrument pursuant to which Bonds are issued, as modified, amended and/or supplemented from time to time.

Resolution No. 2022-02
Attachment "C"

Page 4 of 23 ends

124
Item4.
“Land Use Category” means any of the categories listed in Section C and for Developed Property as listed in Table 1.

“Lot” means, for the property within Zone B, each of the 36 lots created for the purpose of development within the portion of Final Map 683 -J contained within CFD No. 2022-1. The Assigned Special Tax per Lot within Zone B is applied to the first Building Permit issued for either Residential Property or Non-Residential Property . Building Permits issued for additional structures are not subject to the Assigned Special Tax for Zone B but are subject all fees as determined by the City.

“Maximum Special Tax” means for each Assessor’s Parcel and each Fiscal Year, the Maximum Special Tax, determined in accordance with Section C , below, that may be levied on such Assessor’s Parcel in such Fiscal Year.

“Minimum Sale Price” means the minimum price at which Dwelling Unit s of a given Land Use Category, or plan type if multiple are contained within a Land Use Category, have sold or are expected to be sold in a normal marketing environment , as estimated by the Price Point Consultant, and shall not include prices for such Dwelling Units that are sold at a discount to expected sales prices for the purposes of stimulating the initial sales activity with respect to such Land Use Category.

“Non-Residential Property” means all Assessor’s Parcels of Developed Property for which a Building Permit was issued for any type of non-residential use.

“Outstanding Bonds ” means all Bonds which are deemed to be outstanding under an Indenture(s).

“Price Point Consultant” means any consultant or firm of such consultants selected by CFD No. 2022-1 that (a) has substantial experience in performing price point studies for residential Dwelling Units within community facilities districts established under the Act or otherwise estimating or confirming pricing for residential Dwelling Units in such community facilities districts, (b) has recognized expertise in analyzing economic and real estate data that relates to the pricing of residential Dwelling Units in such community facilities districts, (c) is in fact independent and not under the control of CFD No. 2022-1, the City or the developer of CFD No. 2022-1, (d) does not have any substantial interest, direct or indirect, with or in (i) CFD No. 2022-1, (ii) the City, (iii) any owner of real property in CFD No. 2022-1, or (iv) any real property in CFD No. 2022-1, and (e) is not connected with CFD No. 2022-1 or the City as an officer or employee thereof, but who may be regularly retained to make reports to CFD No. 2022-1 or the City.

“Price Point Study” means a price point study or a letter updating a previous price point study prepared by the Price Point Consultant pursuant to Section D herein.

“Projected Dwelling Unit (s)” or “PDU” means 81 projected Dwelling Units within the original boundaries of Zone A and 32 projected Dwelling Units within the boundaries of the Annexed Area. The Assigned Special Tax for Nonresidential Developed Property per PDU is Resolution No. 2022-02
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determined based on the total number of projected dwelling units displaced based on the area of the Non-Residential Property as determined by the CFD Administrator . The Special Tax on Undeveloped Property is per PDU determined as described in Section C.2(a).

“Property Owner Association Property” means, for each Fiscal Year, any property within the boundaries of CFD No. 2022-1 that is owned by a property owner association, including any master or sub-association as shown on the equalized roll of the County which is available on or about July 1 st of the Fiscal Year provided however, that no such classification shall reduce the Acreage of all Taxable Property within CFD No. 2022-1 to less than the minimum Acreage as described in Section F.

“Proportionately” means (a) for Developed Property in the first step of Section E below, that the ratio of actual Assigned Special Tax levy to the Maximum Assigned Special Tax rate is equal for all Assessor’s Parcels of Developed Property; (b) for Final Mapped Property in the second step of Section E , Proportionately means the ratio of the actual Special Tax levy per Projected Dwelling Unit in Zone A and per Lot in Zone B to the Maximum Special Tax per Projected Dwelling Unit in Zone A and per Lot in B, respectively, is equal for all Assessor’s Parcels of Final Mapped Property; (c) for Undeveloped Property in the third step of Section E below, Proportionately means that the ratio of the actual Special Tax levy per Projected Dwelling Unit in Zone A and per Lot in Zone B to the Maximum Special Tax per Projected Dwelling Unit in Zone A and per Lot in Zone B, respectively, is equal for all Assessor’s Parcels of Undeveloped Property ; ( d) for Developed Property in the fourth step of Section E, Proportionately means that the amount of the increase above the Assigned Special Tax levy, if necessary, is equal for all Assessor’s Parcels of Developed Property, except that if the Backup Special Tax limits the increase on any Assessor’s Parcel(s), then the amount of the increase shall be equal for the remaining Assessor’s Parcels ; and (e ) for Property O wner Association Property that is not Exempt Property and Public Property that is not Exempt Property in the fifth step of Section E, Proportionately means that the ratio of the actual Special Tax levy per Projected Dwelling Unit in Zone A and per Lot in Z one B to the Maximum Special Tax per Projected Dwelling Unit in Zone A and per Lot in Zone B, respectively, is equal for all Assessor’s Parcels of Property Owner Association Property and Public Property.

“Public Property” means, for each Fiscal Year, any property within the boundaries of CFD No. 2022-1 that is (i) used for rights-of-way or any other purpose and is owned by the federal government, the State, the County, the City or any other public agency as shown on the equalized roll of the County which is available on or about July 1 st of the Fiscal Year or (ii)
encumbered by an unmanned utility easement making impractical its utilization for other than the purpose set forth in the easement as shown on the equalized roll of the County which is available on or about July 1
st of the Fiscal Year, provided however, that no such classification shall reduce (i) the PDU of all Taxable Property within the original boundaries of Zone A of CFD No. 2022-1 to less than the minimum PDU as described in Section F, (ii) the PDU of all Taxable Property within the Annexed Area of Zone A of CFD No. 2022 -1 to less than the minimum PDU as described in Section F, and (iii) the number of all Lots of all Taxable Property within Zone B of CFD No. 2022 -1 to less than the minimum number of Lots as described in Section F, and provided that any property leased by a public agency to a private Resolution No. 2022-02
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entity and subject to taxation under Section 53340.1 of the Act shall be taxed and classified in a Land Use Category in accordance with its zoning or use, whichever is greater.

“Rate and Method of Apportionment” means this “Rate and Method of Appointment of Special Taxes for Community Facilities District No. 2022-1 ( Eclipse / Mountain House ) of the City of Escondido.”

“Residential Property ” means all Assessor ’s Parcels of Develo ped Property for which a Building Permit has been issued for purposes of constructing one or more residential Dwelling Units.

“Special Tax” or “Special Taxes” means the special tax to be levied in each Fiscal Year on each Assessor ’s Parcel of Taxable Property within the boundaries of CFD No. 2022-1 in accordance with this Rate and Method of Apportionment.

“Special Tax Requirement ” means that amount required in any Fiscal Year for CFD No. 2022-1 to: (i) pay Administration Expenses of CFD No. 2022-1 as provided in this Rate and Method of Apportionment; (ii) pay debt service on all Outstanding Bonds due in the calendar year that commences in such Fiscal Year; (iii) pay periodic costs on the Bonds, including but not limited to, credit e nhancement and rebate payments on the Bonds; (iv) pay any amounts required to replenish any reserve funds for all Outstanding Bonds; (v) pay directly for acquisition or construction of Facilities that are eligible to be financed through CFD No. 2022- 1 under the Act, as reasonably determined by the City, so long as the inclusion of such amount does not cause an increase in the Special Tax levy attributable to Final Mapped Property, Undeveloped Property, Public Property that is not Exempt Property , Property Owner Association Property that is not Exempt Property or the levy of the Backup Special Tax ; (vi) fund in anticipation of reasonably anticipated delinquent Special Taxes based on the delinquency rate of Special Taxes within CFD No. 2022-1 levied in the previous Fiscal Year if available or if not available, the lowest delinquency rate of all community facilities districts of the City, less (vii) a credit for funds available to reduce the annual Special Tax levy after the issuance of Bonds, 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. 2022-1 which have not been prepaid in full pursuant to Section I or, which are not exempt from the Special Tax pursuant to law or Section F below.

“Total Tax Burden” means for any Dwelling Unit, the annual Special Tax, together with ad valorem property taxes, special assessments, special taxes for any overlapping comm unity facilities district, and any other taxes, fees, and charges which are levied and imposed on such Dwelling Unit and the real property on which it is located and collected by the County on property tax bills and which are secured by such Dwelling Unit and the real property on which it is located, assuming such Dwelling Unit had been completed, sold and subject to such levies and impositions, excluding both service charges, such as those related to sewer and trash, and Contractual Obligations, as defined herein.

Resolution No. 2022-02
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“Trustee” means the trustee or fiscal agent under an Indenture(s).

“Undeveloped Property” means, for each Fiscal Year, all Taxable Property not classified as Developed Property, Final Mapped Property, Property Owner Association Property or Public Property.

“Zone(s)” means Zone A or Zone B as geographically identified on Exhibit “ B” attached to this Rate and Method of Apportionment.

“Zone A” means the specific area identified on Exhibit “B” attached to this Rate and Method of Apportionment as Zone A of the CFD which includes Escondido Tract Map No. SUB15- 0022.

“Zone B” means the specific area identified on Exhibit “B” attached to this Rate and Method of Apportionment as Zone B of the CFD which includes a portion of Escondido Tract Map No. 683-J.

ASSIGNMENT TO LAND USE CATEGORIES

Each Fiscal Year, all Taxable Property within CFD No. 2022-1 shall be classified as being located within a Zone, and within each Zone as Developed Property, Final Mapped Property, Undeveloped Property, Property Owner Association Property that is not Exempt Property or Public Property that is not Exempt Property and shall be subject to Special Taxes in accordance with this Rate and Method of Apportionment determined pursuant to Sections C and E below.

An Assessor’s Parcel may contain both Developed Property subject to Special Taxes in accordance with Section C.1 and Taxable Property subject to Special Taxes as Final Mapped Property, Undeveloped Property, Property Owner Association Property that is not Exempt Property or Public Property that is not Exempt Property subject to Special Tax in accordance with Section C.2. Assessor’s Parcels of Developed Property shall further be classified as Residential Property or Non-Residential Property, and finally into Land Use Categories.

MAXIMUM SPECIAL TAX

An Assessor’s Parcel may contain more than one Land Use Category. The Maximum Special Tax which may be levied on an Assessor’s Parcel shall be the sum of the Maximum Special Tax that can be imposed based on each Land Use Category applicable to such Assess or’s Parcel.

Resolution No. 2022-02
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1. Developed Property

a. Maximum Special Tax

The Maximum Special Tax for each Assessor ’s Parcel of Developed Property that is classified as Residential Property shall be the greater of (i) the amount derived by application of the Assigned Special Tax or (ii) the amount derived by application of the Backup Special Tax.

The Maximum Special Tax for each Assessor ’s Parcel of Developed Property that is classified as Non-Residential Property shall be the Assigned Special Tax described in Table 1.

Assigned Special Tax

The Assigned Special Tax for each Assessor’s Parcel of Developed Property is shown in Table 1 below. Each Lot within Zone B shall only be classified as Developed Property at the time of the initial issuance of the first Building Permit on such Lot.

TABLE 1
Assigned Special Taxes for Developed Property

Land Use
Category
Property
Description
Unit
Type
Developed
Floor Area
Assigned
Special Tax Per
Taxable Unit
Zone A
1 Residential Dwelling Unit Less than 1,200 sq. ft. $2,249.20 2 Residential Dwelling Unit 1,200 sq. ft. to 1,400 sq. ft. $2,371.25 3 Residential Dwelling Unit Greater than 1,400 sq. ft. $2,615.42 4 Non-Residential Projected
Dwelling Unit
NA $2,558.01
Zone B
1 Residential or
Non-Residential
Lot NA $1,790.42

Backup Special Tax

The Backup Special Tax for Assessor’s Parcel s of Residential Property within each Zone of CFD 2022-1 is as described below.

1. For the property within the initial area of Zone A of CFD No. 2022-1 the Backup Special Tax per Dwelling Unit of Developed Property shall be $2,589.52 per Dwelling Unit.

Resolution No. 2022-02
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2. For the property within the Annexed Area of Zone A of CFD No. 2022-1, the Backup Special Tax per Dwelling Unit of Developed Property shall be $2,589.52 per Dwelling Unit.

3. For the property within Zone B of CFD No. 2022-1, t he Backup Special Tax per Lot of Developed Property shall be $1,841.57 per Lot.

Notwithstanding the foregoing, (1) if all or any portion of the applicable Final Maps and/or condominium plan contained within the initial boundaries of Zone A or Zone B of CFD No. 2022-1 or (2) if all or any portion of the Final Map and/or condominium plan contained within the boundaries of the Annexed Area described in the second paragraph of this section is subsequently changed or modified, then in each case the Backup Special Tax for each Lot or Dwelling Unit of Residential Property in such Final Map or condominium plan area contained with the boundaries of CFD No. 2022- 1 that is changed or modified shall be recalculated as follows:

1. Determine the total Backup Special Tax anticipated to apply to the changed or modified Final Map or condominium plan area prior to the change or modification.

2. The result of paragraph 1 above shall be divided by the total number of Dwelling Units constructed or Projected Dwelling Units to be constructed within such changed or modified Final Map or condominium plan area contained within the boundaries of CFD No. 2022-1, as reasonably determined by the CFD Administrator.

3. The result of paragraph 2 is the Backup Special Tax per Dwelling Unit which shall be applicable to Assessor’s Parcels of Developed Property classified as Residential Property in such changed or modified Final Map or condominium plan area contained within the boundaries of CFD No. 2022-1.

2. Final Mapped Property, Undeveloped Property , Property Owner Association Property and Public Property

The Maximum Special Tax for Final Mapped Property, Undeveloped Property, Property Owner Association Property that is not Exempt Property and Public Property that is not Exempt Property shall be determined within each Zone as follows:

a. Within Zone A of CFD No. 2022-1 t he Maximum Special Tax for Final Mapped Property, Undeveloped Property, Property Owner Association Property that is not Exempt Property and Public Property that is not Exempt Property shall be $2,589.52 per Projected Dwelling Unit as shown in the fourth column of Table 2. Table 2 below identifies the Assessor Parcel s in Zone A in Fiscal Year 2021- 22, the Land Use Category for each Assessor’s Parcel and the number of Projected Dwelling Unit s assigned to each Assessor’s Parcel. At the beginning of each Fiscal Year prior to the issuance of Bonds, the CFD Administrator shall update the information in Table 2 Resolution No. 2022-02
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Item4.
based on changes in the Assessor Parcels, the Dwelling Units classified as Developed Property as the result of the issuance of Building Permits and modifications, if any, to the Final Map resulting in a change to the number of total PDU at buildout and/or assignment of such PDU to each Assessor Parcel Number. At the beginning of each Fiscal Year after the issuance of Bonds, the CFD Administrator shall update the information in Table 2 ba sed on changes in the Assessor Parcels, the Dwelling Units classified as Developed Property as the result of the issuance of Building Permits and modifications, if any, to the Final Map resulting in a change to the assignment of such PDU to each Assessor P arcel Number, but there will be no changes made to the total PDU at buildout. Given the delay in assigning Assessor Parcel numbers in any given Fiscal Year, it is possible that an Assessor Parcel may consist of a portion that would otherwise be classified as Developed Property , and a portion that is classified into a different Land Use Category. In such cases, the CFD Administrator shall identify for each Assessor’s Parcel a number of Projected Dwelling Units within each such Land Use Category. The Special Tax that may be levied on each Assessor’s Parcel containing property assigned to the Land Use Categories of Undeveloped Property, Property Owner Association Property that is not Exempt Property and Public Property that is not Exempt Property within CFD No. 202 2-1, in that Fiscal Year pursuant to Section E shall then be based on the number of Projected Dwelling Units determined for the Assessor’s Parcel and the Land Use Categories to which they are assigned.

TABLE 2
Zone A: Projected Dwelling Units per Assessor’s Parcel for Fiscal Year 2021-2022

Zone A
Assessor’s
Parcel Numbers
Fiscal Year
2021-2022
Status of the
Assessor
Parcel
Number of
Dwelling Units
Classified as
Developed
Property
Number of
Projected
Dwelling Units
Not Classified as
Developed
Property
Total Projected
Dwelling Units
as Buildout*
Initial Boundaries of Zone A (Final Map SUB15-0022)
238-130-11-00 Final Map 0 5 5
238-130-26-00 Final Map 0 21 21
238-130-27-00 Final Map 0 55 55
Annexed Area of Zone A (Tentative Map SUB15-0023)
238-130-35-00 Undeveloped 0 16 16
238-130-36-00 Undeveloped 0 16 16
Total 0 113 113
* The above table shows the Projected Dwelling Units within Final Map SUB15 -0022 and Tentative Map SUB15-0023. At the beginning of each Fiscal Year, the information will be revised as described above.

b. Within Zone B of CFD No. 2022-1 t he Maximum Special Tax for Final Mapped Property, Undeveloped Property, Property Owner Association Property that is not Exempt Property and Public Property that is not Exempt Property shall be $1,841.57 per Lot.

Resolution No. 2022-02
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D. ADJUSTMENT OF THE MAXIMUM SPECIAL TAX ON DEVELOPED PROPERTY At least 30 days prior to the first issuance of Bonds, the Assigned Special Tax on Developed Property (set forth on Table 1) shall be analyzed in accordance with and subject to the conditions set forth in this Section D unless waived at the City’s sole discretion. At such time, CFD No. 2022-1 shall select and engage a Price Point Consultant and the CFD Administrator shall request th e Price Point Consultant to prepare a Price Point Study setting forth the Minimum Sales Price of Dwelling Units within each Zone and Land Use Cat egory or plan type if multiple plan types are contained within one Land Use Category. If, based upon the results of the Price Point Study, the CFD Administrator calculates that the Total Tax Burden applicable to Dwelling Units within one or more Land Use Categories exceeds 1.80% of the Minimum Sales Price of such Dwelling Units, the Assigned Special Tax shall be reduced to the extent necessary to cause the Total Tax Burden that shall apply to all Dwelling Units within such Zone and Land Use Category(ies) to not exceed 1.80% of the Minimum Sales Price of such Dwelling Units. Each Assigned Special Tax reduction by Zone and Land Use Category shall be calculated by the CFD Administrator separately. It shall not be required that such reduction be proportionate among all Land Use Categories in a Zone. However, the CFD Administrator shall reduce the Assigned Special Tax for other Land Use Categories in a Zone, as applicable, to ensure that, after any reductions occurring pursuant to this Section, the Assigned Special Tax for any Land Use Category in a Zone is not less than the Assign ed Special Tax for the any Land Use Category in such Zone containing a Dwelling Unit of a lesser Developed Floor Area. For example, the Assigned Special Tax for Land Use Category “2” is at least the Assigned Special Tax for Land Use Category “1” ; if such is not true, the Assigned Special Tax for Land Use Category “1” is reduced to equal that of Land Use Category “2”. In connection with any reduction in the Assigned Special Tax, the Backup Special Tax for all Dwelling Unit s shall also be reduced by the CFD Administrator based on the percentage reduction in Assigned Special Tax revenues for each Land Use Category subject to reduction. The Special Tax reductions required pursuant to this paragraph shall be reflected in an amended notice of Special Tax lie n which CFD No. 2022-1 shall cause to be recorded by executing a certificate in substantially the same form as Exhibit A attached hereto.

The Special Tax reductions required in this section shall become effective in the F iscal Year following such actions and applied to levy of Special Taxes in such following Fiscal Year .

There will be no adjustments made to the current Fiscal Year levy.

E. METHOD OF APPORTIONMENT OF THE SPECIAL TAX

Commencing with Fiscal Year 2022-2023 and f or each following Fiscal Year, the CFD Administrator shall levy the Assigned Special Tax on Developed Property at 100% prior to the issuance of Bonds. After the issuance of Bonds, the CFD Administrator shall determine the Special Tax Requirement for such Fiscal Year. The Special Tax shall then be levied as follows:

First
: If needed to satisfy the Special Tax Requirement or prior to the issuance of Bonds, the Special Tax shall be levied Proportionately on each Assessor’s Parcel of Developed Property up to 100% of the applicable Assigned Special Tax; and
Resolution No. 2022-02
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Second: If additional moneys are needed to satisfy the Special Tax Requirement after the first step has been completed, the Special Tax shall be levied Proportionately on each Assessor’s Parcel of Final Mapped Property in an amount up to 100% of the Maximum Special Tax for Final Mapped Property to satisfy the Special Tax Requirement; and

Third
: If additional moneys are needed to satisfy the Special Tax Requirement after the first two steps has been completed, the Special Tax shall be levied Proportionately on each Assessor’s Parcel of Undeveloped Property in an amount up to 100% of the Maximum Special Tax for Undeveloped Property to satisfy the Special Tax Requirement; and

Fourth
: If additional moneys are needed to satisfy the Special Tax Requirement after the first three steps have been completed, 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 Proportionately from the Assigned Special Tax up to the Maximum Special Tax; and

Fifth:

If additional moneys are needed to satisfy the Special Tax Req uirement after the first four steps have been completed, the Special Tax shall be levied Proportionately on each Assessor’s Parcel of Public Property which is not Exempt Property and Property Owner Association Property which is not Exempt Property at up to 100% of the Maximum Special Tax for Property Owner Association Property and Public Property to satisfy the Special Tax Requirement.

F. EXEMPTIONS

Any Assessor’s Parcel within the boundaries of CFD No. 2022-1 that is owned or irrevocably dedicated to a public agency as of the date of formation of CFD No. 2022-1 shall be classified as Exempt Property and shall be exempt from the S pecial Tax in accordance with Section 53340 of the Act. The total number of Projected Dwelling Units within the original boundaries of Zone A of CFD No. 2022-1 has been determined to be equal to 81 PDU, the total number of Projected Dwelling Units with in the Annexed Area of Zone A has been determined to be 32 PDU, and the total number of Lots projected to contain Developed Property within Zone B of CFD No. 2022-1 has been determined to be equal to 36 Lots as of the date of formation of CFD No. 2022-1, subject to change as set forth herein.

Except as limited in the following paragraph, the following Assessor’s Parcels within the boundaries of CFD No. 2022-1 shall be classified as Exempt Property: (i) Assessor's Parcels which are classified by definition as Public Property or Property Owner Association Property, (ii) Assessor’s Parcels which are privately owned and are encumbered by or restricted solely for public uses, and (iii) Assessor’s Parcels which are used for other types of public uses as determined by the CFD Administrator.

Tax exempt status will be irrevocably assigned by the CFD Administrator in the chronological order in which property becomes Public Property or Property Owner Association Property Resolution No. 2022-02
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Item4.
provided however, that no such classification shall reduce (i) the Projected Dwelling Units of all Taxable Property within the original boundaries of Zone A of CFD No. 2022-1 to less than 79 PDU, (ii) the Projected Dwelling Units of all Taxable Property within the Annexed Area of Zone A of CFD No. 2022-1 to less than 31 PDU and, (iii) the total number of Lots projected to contain Developed Property w ithin Zone B of CFD No. 2022-1 to less than 35 Lots , each as determined by the CFD Administrator . Public Property or Property Owner Association Property that would, if designated as Exempt Property, cause (i) the Projected Dwelling Units of all Taxable Property within the original boundaries of Zone A of CFD No. 2022-1 to less than 79 PDU, (ii) the Projected Dwelling Units of all Taxable Property within the Annexed Area of Zone A of CFD No. 2022-1 to less than 31 PDU and, (iii) the total number of Lots projected to contain Developed Property within Zone B of CFD No. 2022-1 to less than 35 Lots shall be required to either (i) prepay the Special Tax for such property in full per PDU for Zone A or per Lot for Zone B for Property Owner Association Property or Public Property applied to such property, which resulting amount is to be used as the Assigned Special Tax in the calculation of the prepayment pursuant to Section I.1 or (ii) be subject to taxation pursuant to the fourth step of Section E.

G. APPEAL

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 CFD Administrator. The written notice of appeal must be filed within the same Fiscal Year for which the Special Tax that is disputed was levied and the property owner must be current and remain current in the payment of all Special Taxes levied.

The CFD Administrator 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 CFD Administrator’s decision requires that the Special Tax for an Assessor’s Parcel be modified or changed in favor of the property owner, an adjustment shall be made to the Annual Special Tax on that Assessor ’s Parcel in the subsequent Fiscal Year(s) and a refund, as described, shall be made representing the amount of the adjustment for the most recent Fiscal Year. The CFD Administrator shall determine if funds are available to provide such refund or, if funds are not available in the sole discretion of the CFD Administrator to provide a cash refund, a credit to the levy of Special Tax in one or more subsequent Fiscal Years shall be made in the same amount.

This procedure shall be exclusive and its exhaustion by any property owner shall be a condition precedent to filing any legal actions by such property owner.

MANNER OF COLLECTION

The Special Tax will be collected in the same manner and at the same time as ordinary ad valorem property taxes; provided, however, that CFD No. 2022-1 may directly bill the Special Tax, may collect Special Taxes at a different time or in a different manner if necessary to meet Resolution No. 2022-02
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Item4.
its financial obligations, and may covenant to foreclose and may actually foreclose on delinquent Assessor’s Parcels as permitted by the Act.

PREPAYMENT OF SPECIAL TAX

The following definitions apply to this Section I:

“CFD P ublic Facilities” means $3,863,462 in Fiscal Year 2021-2022 dollars, or such lower number as determined by the CFD Administrator to be sufficient to fund the Facilities to be provided by CFD No. 2022-1.

“Expenditures Fund” means funds or accounts, regardless of their names, which are established to hold moneys that are available to acquire or construct Facilities.

“Future Facilities Costs” means the CFD Public Facilities minus (i) Facilities costs previously paid from the Expenditures Fund, (ii) moneys currently on deposit in the Expenditures Fund, and (iii) moneys currently on deposit in an escrow fund that are expected to be available to finance Facilities costs. The required and unfunded portion of this amount may increase by 2% annually to the extend such resulting Future Facilities Costs are able to be funded by CFD No. 2022-1 as determined by the CFD Administrator. In no event shall the amount of Future Facilities Costs be less than zero.

1. Prepayment in Full

The Maximum Special Tax obligation may be prepaid and permanently satisfied for an Assessor’s Parcel of Developed Property, Final Mapped Property or Undeveloped Property for which a Building Permit has been issued or is pending to be issued, and Public Property and/or Property Owner’s Association Property that is not Exempt Property pursuant to Section F. The Prepayment Amount for an Assessor’s Parcel of Undeveloped Property for which a Building Permit has been issued or is pending to be issued shall be based on the Assigned Special Tax for the applicable Land Use Category shown in Table 1 based on the Building Permit for such Assessor’s Parcel and the then current Special Tax r ates. 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 Maximum Special Tax obligation shall provide the CFD Administrator with written notice of intent to prepay, and within five (5) days of receipt of such notice, the CFD Administrator shall notify such owner of the amount of the non - refundable deposit determined to cover the cost to be incurred by CFD No. 2022-1 in calculating the proper amount of a prepayment. Within fifteen (15) business days of receipt of such non- refundable deposit, the CFD Administrator shall notify such owner of the Prepayment Amount of such Assessor’s Parcel.

The Special Tax Prepayment Amount (defined below) shall be calculated as summarized below (capitalized terms as defined below):

Resolution No. 2022-02
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Item4.

Bond Redemption Amount
plus Redemption Premium
plus Future Facilities Amount
plus Defeasance Amount
plus Administrative Fees and Expenses
less Reserve Fund Credit
equals 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.

1. 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 Developed Property Special Tax which is, or could be, charged in the current Fiscal Year. For Assessor’s Parcels of Final Mapped Property (for which a Building Permit has been issued or pending 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 or portion thereof as though it was already designated as Developed Property, based upon the Building Permit .

3. (a) Divide the Assigned Special Tax computed pursuant to Paragraph 2 by the total estimated Assigned Special Tax for CFD No. 2022-1 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. 2022-1, 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. 2022-1, 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.

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”).

Resolution No. 2022-02
Attachment "C"

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Item4.

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. 2022-1, 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 ful ly 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 Expenditures Fund. The amount computed pursuant to Paragraph 11 shall be retained by CFD No. 2022-1.

The Special Tax Prepayment Amount may be sufficient to redeem other than a $5,000 increment of Bonds. In such cases, the increment above $5,000, or integral multiple thereof, will be retained in the appropriate fund established under the Indenture to be used with the next prepayment of Bonds or to make debt service payments.

Upon cash payment of the Prepayment Amount due pursuant to the above and upon owner providing confirmation from the County to the CFD Administrator that all prior and current Fiscal Year ’s Special Tax es, including any delinquency penalties and interest, for such Assessor’s Parcel has been paid, the City shall cause a suitable notice to be reco rded in compliance with the Act, to indicate the prepayment of Special Taxes and the release of the Special Tax lien on such Assessor ’s Parcel, and the obligation of such Assessor ’s Parcel to pay the Special Tax shall cease.

Notwithstanding the foregoing, no Special Tax prepayment shall be allowed unless the amount of Maximum Special Taxes that may be levied on Taxable Property both prior to and after the Resolution No. 2022-02
Attachment "C"

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proposed prepayment is at least 1.1 times the maximum annual debt service on all Outstanding Bonds.

2. Prepayment in Part

The Maximum Special Tax on an Assessor ’s Parcel of Developed Property or an Assessor ’s Parcel of Undeveloped Property for which a Building Permit has been issued may be partially prepaid, provided an Assessor’s Parcel of Developed Property may only be partially prepaid prior to or concurrent with the close of escrow of a sale to the initial homebuyer. The amount of the prepayment shall be calculated as in Section H.1; except that a partial prepayment shall be calculated according to the following formula:

PP = (P
E x F) + G

These terms have the following meaning:

PP = the partial Prepayment Amount
PE = the Prepayment Amount calculated according to Section H.1.a.

F = the percent by which the owner of the Assessor ’s Parcel(s) is partially prepaying the Maximum Special Tax.

G = the administrative fee determined in Section H.1.b.

The Special Tax partial Prepayment Amount must be sufficient to redee m at least a $5,000 increment of Bonds, unless waved by the CFD Administrator.

The owner of an Assessor’s Parcel who desires to partially prepay the Maximum Special Tax shall notify the CFD Administrator of (i) such owner’s intent to partially prepay the Maximum Special Tax, and (ii) the percentage by which the Maximum Special Tax shall be prepaid, and within five (5) days of receipt of such notice, the CFD Administrator shall notify such owner of the amount of the non -refundable deposit determined to cover the cost to be incurred by CFD No. 2022-1 in calculating the proper amount of a partial prepayment. Within fifteen (15) days of receipt of such non-refundable deposit, the CFD Administrator shall notify such owner of the partial Prepayment Amount of such Assessor’s Parcel.

With respect to any Assessor’s Parcel that is partially prepaid, the CFD Administrator shall (i) distribute the funds remitted pursuant to Section H.1.d, and (ii) indicate in the records of CFD No. 2022-1 that there has been a partial prepayment of the Maximum Special Tax and that a portion of the Assigned Special Tax and Backup Special Tax equal to the outstanding percentage (1.00 - F) of the Assigned Special Tax and Backup Special Tax shall continue to be authorized to be levied on such Assessor’s Parcel pursuant to Section E.

J. TERM OF THE SPECIAL TAX

The Special Tax shall not be levied beyond Fiscal Year 2075-2076.

Resolution No. 2022-02
Attachment "C"

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Item4.

EXHIBIT A

CERTIFICATE OF MODIFICATION OF SPECIAL TAXES
(Page 1 of 2)

CITY OF ESCONDIDO AND CFD No. 2022-1 CERTIFICATE

1. Pursuant to Section C.1 of the Rate and Method of Apportionment for the City of Escondido Community Facilities District No. 2022-1 ( Eclipse / Mountain House ) (“CFD No. 2022-1”), the Assigned Special Tax for Developed Property within CFD 2022-1 has been modified. This calculation was based upon a Price Point Study that received by the CFD Administrator on _____________________.

a. The information in Table 1 relating to the Assigned Special Tax for Developed Property with CFD No. 2022-1, as stated in Section C.1.b of the Rate and Method of Apportionment, has been modified as follows:

TABLE 1
Assigned Special Taxes for Developed Property
Commencing Fiscal Year 20___-20___

Land Use
Category
Property
Description
Unit
Type
Developed
Floor Area
Assigned
Special Tax Per
Taxable Unit
Zone A
1 Residential DU Less than 1,200 sq. ft. $[___ ]
2 Residential DU 1,200 sq. ft. to 1,400 sq. ft. $[ ] 3 Residential DU Greater than 1,400 sq. ft. $[ ] 4 Non-Residential PDU NA $[ ]
Zone B
1 Residential DU NA $[ ]
2 Non-Residential Lot NA $[ ]

b. In connection with any reduction in the Assigned Special Tax, the Special Tax for Final Mapped Property, Undeveloped Property, Property O wner Association Property and Public Property per Acre as set forth in Section C.2 and the Backup Special Tax as set forth in Section C.1.c shall also be reduced by the CFD Administrator based on the recalculation of the Undeveloped Special Tax. The Backup Special Tax for Developed Property, as stated in Section C.1.c, shall be modified, to the extent the Final Map has been recorded, as follows:

Resolution No. 2022-02
Attachment "C"

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Item4.

EXHIBIT A

CERTIFICATE OF MODIFICATION OF SPECIAL TAXES
(Page 2 of 2)

TABLE 2
Backup Special Taxes for Developed Property
Commencing Fiscal Year 20___-20___

Zone Backup Special Tax per Dwelling Unit or Lot*
Zone A $[ ]
Zone B $[ ]
* Note: The Backup Special Tax per lot or Dwelling Unit shown may be modified as described in the Rate and Method of Apportionment for CFD No. 2022-1.

2. The Special Tax for Developed Property m ay only be modified prior to the first issuance of CFD No. 2022-1 Bonds as defined in the Rate and Method of Apportionment.

3. Upon execution of this certificate by CFD No. 2022-1, CFD No. 2022-1 shall cause an amended Notice of Special Tax lien for CFD No. 2022-1 to be recorded reflecting the modifications set forth herein.

By execution hereof, the undersigned acknowledges, on behalf of the City and CFD No. 2022-1, receipt of this certificate and modification of the Rate and Method of Apportionment as set forth in this certificate.

CITY OF ESCONDIDO COMMUNITY FACILITIES DISTRICT NO. 2022-1 ( ECLIPSE /

MOUNTAIN HOUSE)

By: Date:

Resolution No. 2022-02
Attachment "C"

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Item4.

EXHIBIT B

DEPICTION OF ZONE LOCATION

Resolution No. 2022-02
Attachment "C"

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Item4.

Insert Boundary Map – (Two pages)

Resolution No. 2022-02
Attachment "C"

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Item4.

Resolution No. 2022-02
Attachment "C"

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Item4.

RESOLUTION NO. 2022-08

RESOLUTION OF INTENTION OF THE CITY COUNCIL OF

THE CITY OF THE CITY OF ESCONDIDO TO INCUR

BONDED INDEBTEDNESS IN AN AMOUNT NOT TO
EXCEED $6,000,000 WITHIN PROPOSED COMMUNITY
FACILITIES DISTRICT NO. 2022 -1 OF THE CITY OF

ESCONDIDO (ECLIPSE/MOUNTAIN HOUSE)

WHEREAS, the City Council of the City of Escondido (the “City Council”) upon receipt of a petition as provided in Section 53318 of the Government Code of the State of California instituted proceedings to form Community Facilities District No. 2022 -1 of the City of Escondido (Eclipse/Mountain House) (“Community Facilities District No. 2022 -1” or the “District”) pursuant to the Mello-Roos Community Facilities Act of 1982 (the “Act”), as amended, pursuant to Resolution No. 2022-02 (the “Resolution of Intention to Establish”) adopted by the City Council on the date hereof to finance (1) the purchase, construction, modification, expansion, improvement and/or rehabilitation of public facilities identified in Attachment “A” hereto and inc orporated herein by this reference, including all furnishings, equipment and supplies related thereto (collectively, the “Facilities”) and (2) the incidental expenses to be incurred in financing the Facilities and forming and administering the District (the “Incidental Expenses”); and
WHEREAS, the City Council estimates that the amount required to finance the Facilities and Incidental Expenses is approximately $6,000,000; and
WHEREAS, in order to finance the Facilities and Incidental Expenses, the City Council intends to authorize the issuance of bonds in the maximum aggregate principal amount of $6,000,000, the repayment of which is to be secured by special taxes levied in accordance with Section 53328 of the Act on all property in the proposed Communit y Facilities District No. 2022 -1, other than those properties exempted from taxation in the rate and method of apportionment set forth in Attachment 144
Item4.
“C” to the Resolution of Intention to Establish.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Escondido that:

1. The above recitals are true.

2. It is necessary to incur bonded indebtedness within the boundaries of proposed Community Facilities District No. 2022 -1 in an amount not to exceed $6,000,000 to finance the costs of the Facilities and Incidental Expenses, as permitted by the Act.

3. The indebtedness will be incurred for the purpose of financing the costs of the Facilities and the Incidental Expenses, including, but not limited to, the funding of reserve funds for the bonds, the financing of costs associated with the issuance of the bonds and all other costs and expenses necessary to finance the Facilities which are permitted to be financed pursuant to the Act.

4. It is the intent of the City Council to authorize the sale of bonds in one or more series, in the maximum aggregate principal amount of $6,000,000 and at a maximum interest rate not in excess of 12 percent per annum, or a higher rate not in excess of the maximum rate permitted by law at the time that the bonds ar e issued. The term of the bonds of each series shall be determined pursuant to a resolution of this City Council acting in its capacity as the legislative body of the District authorizing the issuance of the bonds of such series, but such term shall in no event exceed 35 years from the date of issuance of the bonds of such series, or such longer term as is then permitted by law.

5. A public hearing (the “Hearing”) on the proposed issuance of bonded indebtedness shall be held at 5:00p.m. or as soon thereafter as practicable, on March 2, 2022, at the City Council Chambers at 201 North Broadway, Escondido, California.

6. At the time and place set forth in this Resolution for the Hearing, any interested persons, including all persons owning land or registered to vote within proposed Community Facilities District No. 2022-1, may appear and be heard.

145
Item4.

7. The City Clerk is hereby directed to publish a notice (the “Notice”) of the Hearing pursuant to Section 6061 of the Government Code in a newspaper of ge neral circulation published in the area of the proposed Community Facilities District No. 2022 -1. Such publication shall be completed at least seven days prior to the date of the Hearing. The City Clerk is further directed to mail a copy of the Notice to e ach of the landowners within the boundaries of proposed Community Facilities District No. 2022-1 at least 15 days prior to the Hearing.

146
Item4.

A-1

ATTACHMENT A
TYP

ES OF FACILITIES

TO BE FINANCED BY COMMUNITY
FACILITIES DISTRICT NO. 2022-1 OF THE CITY OF ESCONDIDO The proposed types of public facilities and expenses to be financed by the District include:

The construction, purchase, modification, expansion, rehabilitation and/or improvement of (i) water and wastewater, drainage, park, local and regional traffic, and other public facilities of the City , including the foregoing public facilities which are included in the City’s fee programs with respect to such facilities and authorized to be financed under the Mello-Roos Community Facilities Act of 1982, as amended (the “City Facilities”) and all appurtenances and appu rtenant work in connection with the foregoing Facilities, and to finance the incidental expenses to be incurred, including:
a. Engineering, planning, designing, materials testing, coordination, construction staking, construction management and supervision for such City Facilities The cost of engineering, planning and designing the Facilities; and
b. All costs, including costs of the property owners petitioning to form the District, associated with the creation of the District, the issuance of the bonds, the determination of the amount of special taxes to be levied and costs otherwise incurred in order to carry out the authorized purposes of the District; and
c. Any o ther expenses i ncidental to the construction, a cquisition, modification, rehabilitation, completion and inspection of the City Facilities.

Capitalized terms used and not defined herein shall have the meaning set f orth in the Rate and Method of Apportionment of Special Taxes for the District.

Resolution No. 2022-08
Attachment "A"

Page 1 of 1 ends

Escondido City CouncilJanuary 26, 2022

Escondido City Council
January 26, 2022