Murrieta City Council
April 1, 2025

View Chart Data
Food
The food index advanced 1.6 percent from November 2024 to January 2025. The index for food at home (grocery store purchases) advanced 2.3 percent, with higher prices in 4 of the 6 major grocery store food groups. The food away from home index (restaurant, cafeteria, and vending purchases) rose 0.9 percent for the same period.

The food index rose 4.0 percent over the year. The food at home index increased 2.4 percent, with higher prices in 4 of the 6 major grocery store food groups. The food away from home index increased 5.9 percent.

Energy
U.S. BUREAU OF LABOR STATISTICS
Search Western Region Go
Western Home
Western Geography
Western Subjects
Western Archives
Contact Western
2/12/25, 11:37 AM Consumer Price Index, Riverside Area — January 2025 : Western Information Office : U.S. Bureau of Labor Statistics https://www.bls.gov/regions/west/news-release/consumerpriceindex_riverside.htm 1/3653 The energy index increased 0.7 percent from November 2024 to January 2025. Gasoline prices declined 0.2 percent.

The energy index declined 2.3 percent from January 2024 to January 2025. Over the year, gasoline prices fell 2.5 percent.

All items less food and energy
The index for all items less food and energy rose 1.9 percent from November 2024 to January 2025. Among the index’s components, prices were higher for recreation (+3.9 percent) and shelter (+2.0 percent). In contrast, prices were lower for other goods and services (-2.0 percent) and education and communication (-0.6 percent).

The index for all items less food and energy increased 3.3 percent over the year, reflecting higher prices for shelter (+4.2 percent) and new and used motor vehicles (+4.0 percent). In contrast, prices were lower for other goods and services (-6.8 percent) and education and communication (-3.2 percent).

The March 2025 Consumer Price Index for the Riverside area is scheduled to be released on April 10, 2025.

Publication updates and changes
In accordance with annual practice, relative importance weights have been updated and are available online in the CPI Supplemental Table of Contents.

Effective with the January 2025 data release, several indexes and average price series were discontinued. More information is available on the CPI discontinued series page. Direct any inquiries to the CPI office using one of the CPI contact information options listed online.

Technical Note
The Consumer Price Index (CPI) is a measure of the average change in prices over time in a fixed market basket of goods and services. The Consumer Price Index for Riverside is published bi-monthly. The set of components and sub-aggregates published for regional and metropolitan indexes is more limited than at the U.S. city average level; these indexes are byproducts of the national CPI program. Each local index has a much smaller sample size than the national or regional indexes and is, therefore, subject to substantially more sampling and other measurement error. As a result, local-area indexes are more volatile than the national or regional indexes. In addition, local indexes are not adjusted for seasonal influences. NOTE: Area indexes do not measure differences in the level of prices between cities; they only measure the average change in prices for each area since the base period.

Percent changes for all-items data previously found in Table A of this release can be accessed in Chart 1 for this release and its attendant data table. A full all-items data series history for the original index value and for 1-month, 2-month, 3-month, 6-month, and 12-month percent changes can be accessed via BLS data query tools. A direct link to the all-items series is provided in Table 1 of this release under historical data.

The Riverside-San Bernardino-Ontario, CA Core Based Statistical Area includes Riverside and San Bernardino Counties in California.

Refer to the national CPI news release technical note or the Handbook of Methods for more information.

Information in this release will be made available to individuals with sensory impairments upon request. Voice phone: (202) 691-5200; Telecommunications Relay Service: 7-1-1.

Table 1. Riverside-San Bernardino-Ontario, CA, CPI-U by expenditure category for January 2025, not seasonally adjusted (December 2017=100 unless otherwise noted)
Expenditure category
Indexes Percent change from -
Historical
data
Nov.
2024
Dec.
2024
Jan.
2025
Jan.
2024
Nov.
2024
Dec.
2024
All items
132.853 - 135.215 2.9 1.8 -
Food and beverages
136.970 - 139.318 4.0 1.7 -
Food
138.386 - 140.667 4.0 1.6 -
Food at home
132.063 133.273 135.076 2.4 2.3 1.4
Cereals and bakery products
152.483 152.414 153.935 0.3 1.0 1.0
Meats, poultry, fish, and eggs
140.677 143.668 150.220 13.1 6.8 4.6
Dairy and related products
112.634 118.878 116.880 3.6 3.8 -1.7
Fruits and vegetables
131.386 128.392 131.080 -1.1 -0.2 2.1
Nonalcoholic beverages and beverage materials
131.164 132.083 130.744 0.3 -0.3 -1.0
Other food at home
121.762 123.198 123.660 -2.2 1.6 0.4
Food away from home
147.549 - 148.866 5.9 0.9 -
Alcoholic beverages
111.000 - 113.768 2.6 2.5 -
Housing
140.571 - 143.061 3.5 1.8 -
Shelter
140.760 142.129 143.614 4.2 2.0 1.0
Rent of primary residence
145.818 146.421 148.270 3.7 1.7 1.3
Owners' equiv. rent of residences
141.110 141.893 142.751 4.0 1.2 0.6
Owners' equiv. rent of primary residence
141.110 141.893 142.751 4.0 1.2 0.6
Household furnishings and operations
119.240 - 119.737 1.7 0.4 -
Apparel
105.316 - 107.791 -3.8 2.4 -
Transportation
136.011 - 139.916 5.7 2.9 -
Footnotes
(1) Special index based on a substantially smaller sample. - Data not available.

NOTE: Index applies to a month as a whole, not to any specific date. 2/12/25, 11:37 AM Consumer Price Index, Riverside Area — January 2025 : Western Information Office : U.S. Bureau of Labor Statistics https://www.bls.gov/regions/west/news-release/consumerpriceindex_riverside.htm 2/3654 Expenditure category
Indexes Percent change from -
Historical
data
Nov.
2024
Dec.
2024
Jan.
2025
Jan.
2024
Nov.
2024
Dec.
2024
Private transportation
138.702 - 142.802 6.7 3.0 -
New and used motor vehicles
117.214 - 117.930 4.0 0.6 -
New vehicles
114.394 - 115.452 1.3 0.9 -
Used cars and trucks
131.594 - 132.659 1.7 0.8 -
Motor fuel
143.695 141.671 143.608 -2.5 -0.1 1.4
Gasoline (all types)
143.751 141.549 143.403 -2.5 -0.2 1.3
Unleaded regular(1)
143.808 141.548 143.448 -2.7 -0.3 1.3
Unleaded midgrade(1)
144.915 142.831 144.533 -2.3 -0.3 1.2
Unleaded premium(1)
142.698 140.708 142.395 -1.9 -0.2 1.2
Medical care
130.698 - 131.678 - 0.7 -
Recreation
108.816 - 113.102 0.3 3.9 -
Education and communication
107.577 - 106.929 -3.2 -0.6 -
Tuition, other school fees, and childcare
132.944 - 132.969 3.1 0.0 -
Other goods and services
127.982 - 125.424 -6.8 -2.0 -
Footnotes
(1) Special index based on a substantially smaller sample. - Data not available.

NOTE: Index applies to a month as a whole, not to any specific date.

Table 2. Riverside-San Bernardino-Ontario, CA, CPI-U by special aggregate index for January 2025, not seasonally adjusted (December 2017=100 unless otherwise noted)
Special aggregate index
Indexes Percent change from:

Historical
data
Nov.
2024
Dec.
2024
Jan.
2025
Jan.
2024
Nov.
2024
Dec.
2024
All items
132.853 - 135.215 2.9 1.8 -
Food
138.386 - 140.667 4.0 1.6 -
Energy
152.928 151.838 154.007 -2.3 0.7 1.4
All items less food and energy
129.715 - 132.187 3.3 1.9 -
All items less energy
130.908 - 133.349 3.4 1.9 -
All items less medical care
133.027 - 135.484 2.8 1.8 -
All items less shelter
128.770 - 130.875 2.2 1.6 -
Commodities
124.645 - 125.793 0.8 0.9 -
Commodities less food
117.604 - 118.137 -1.2 0.5 -
Commodities less food & beverages
117.847 - 118.278 -1.3 0.4 -
Durables
110.347 - 110.404 -1.4 0.1 -
Nondurables
131.367 - 133.070 1.7 1.3 -
Nondurables less food
124.307 - 125.406 -0.9 0.9 -
Nondurables less food & beverages
125.082 - 126.028 -1.1 0.8 -
Services
138.609 - 141.804 4.2 2.3 -
Services less rent of shelter
135.287 - 139.006 4.2 2.7 -
Services less medical care services
139.378 - 142.908 4.4 2.5 -
- Data not available.

NOTE: Index applies to a month as a whole, not to any specific date.

Last Modified Date: Wednesday, February 12, 2025
U.S. BUREAU OF LABOR STATISTICS Western Information Office Attn: EA & I, 90 Seventh Street Suite 14-100 San Francisco, CA 94103-6715 Telephone:1-415-625-2270 www.bls.gov/regions/west Contact Western Region 2/12/25, 11:37 AM Consumer Price Index, Riverside Area — January 2025 : Western Information Office : U.S. Bureau of Labor Statistics https://www.bls.gov/regions/west/news-release/consumerpriceindex_riverside.htm 3/3655 Summary of Changes

1. Library
a. Remove
Fee Description
Current
Fee
Proposed
Fee Reason for Change
Public Computer Guest
Pass - Adult Only - Pg 57 $1.04 Eliminate
Rarely used and creates a barrier
for computer usage
Reading Glasses – Pg. 58 $5.22 Eliminate No longer offered

b. Increase
3D Printing per Gram
$0.16
per
gram
$0.35
per
gram
Raising fees to be comparable to
other libraries in the region
Full cost was calculated at $1.33 per gram in FY 24 fee study. Library chose to charge less than cost at the time and the proposed increase would remain under cost.

2. Building
a. Language change
- Pg. 18 Add note to Patio Cover fees that fees are per patio on each. Currently it’s being charged 1 patio per building, when these buildings, such as multi-family, have multiple patios.

3. Business License
a. Reduce
- Pg. 54 Time spent on these tasks was estimated at 10 minutes, but City is proposing a reduction to the fee as it should only take 5 minutes.

Fee
Current
Fee/Charge Unit
Suggested
Fee Fee Δ
Change of Address 12.52 $6.44 -$6.07
Replacement of Lost License 12.52 $6.44 -$6.07
Name Change 12.52 $6.44 -$6.07

4. Planning
a. Language Change
- Building and Safety Section Pg 11 - Senior Living, Assisted Living, Memory Care – Plan check moved to Per Building line instead of 1-1,500 sq. ft. The plan check process doesn’t change with square footage.
656
- Pg. 40 Add Vesting language to Tentative Maps – Tentative Tract, Tentative Parcel Map – Residential and Tentative Parcel Map-Commercial/Industrial to include the vesting version of these services.
- Pg. 38 Landscape Plan Check/Inspection – Split each fee into two – 1 for Single Family Residence and 1 for all other. Add deposit amounts rather than list “Actual Cost”. Fee will still be based on actual cost but will require a deposit to be collected up front.

b. Increase
- Pg. 39 Newspaper Notice due to rising average cost for “Standard Ad” increasing from 146.02 to $450 and “Property Posting – (Per Sign)” increasing from192.96 to $320. Since the price can fluctuate, we are proposing at actual cost. - Pg. 3 Increase Deputy Director. City Planner and Deputy Director of Development Services was the same position at time of FY24 Fee Study so they are both the same rate $185.39. New Personnel data for FY25 Personnel Data puts the Deputy Director at a rate of $225.73.
c. Add
- Pg. 3 Under City Wide, added new position for Records Clerk - Engineering Pg. 31 – Missing fee for plan check on Revision – Grading at 1.5 hrs Associate Planner
- Engineering Pg. 32 – Missing fee for plan check on Improvements at 1 hr Associate Planner
- Engineering Pg. 32 – Missing fee for plan check on Improvement Revisions at 1 hr Associate Planner
- Pg. 37 Add Conditional Use Permit CUP/Minor CUP -Minor Substantial Conformance. Was in 2018 fee schedule but not presented on Willdan Fee Study so got missed. Prior fee was $1,200. Proposing same fee adjust for CPI in FY 25 and FY 26

5. Fire
a. Language Change
- Pg. 42 Fire Protection Systems - Spray Paint Booth remove “paint” - Pg. 42 Fire Protection Systems - Nitrous Oxide/Oxygen Systems, Compressed Gas Tanks & Related Systems add CO2
- Pg. 44 Miscellaneous – Site Plan Review add (access and water) - Pg. 43 Existing Business Inspection- Larger than 22,000 sq. ft. (Includes one re- inspection)* - cap range at 22,001-50,000
- Pg. 42 Add note for Fire Alarm and Fire Sprinkle plan checks to be up to 3 with additional fees charged after
657
- Pg. 10 Remove # of units-based fees for Fire, Fire Consultant, and Fire inspection under Building and Safety Multi-Family New. Fire, Fire Consultant, and Fire Inspection fees changed to being based on square footage based on the same fees as New Commercial Motels, Hotels to be in line with other departments
- Pg. 2 Citywide – Split Plan Check and Inspections to separate lines, same cost. - Plans Examiner Fee – Additional reviews past 3rd review removed and replaced with note that after 3 reviews, additional fees would apply. - Pg. 42 Wildland Urban Interface Fuel Modification language changes to Fuel Modification and split into two fees – Single Family Residence and Multi-Family, Tract, Commercial, fees are the same except consultant fees, which are based on removed fees from Plans Examiner table.
-
b. Increase
- Pg. 41 Fee for Fire Consultant Sprinkler fees were inadvertently reduced last year, changing back to what was adopted in FY24, which was $140 and $90 adjusted for CPI.

Fire Consultant FY25 FY26
Automatic Fire Sprinkler - New Building New System -
Additional Floor Per Building $47.98 per
building $150.25 $4.23
Automatic Fire Sprinkler - New Building. New System
Additional Hydraulic Calculation Per Building $49.02 per building $96.59 $2.72
-
c. Remove
- Pg. 41 Fire Alarm - Fire Alarm Submittal – New system each additional floor Inspection remove, it was inadvertently added last year - Remove tables that include fees already included under Building and Safety o Pg. 42 Multi-Family/Motel/Hotel: Applies to both building and fire sprinkler plans as separate submittals table –
o Pg. 44 Architectural New Construction - Multi-Family/Hotel/Motel Special Structures - four (4) or more stories, special hazards, etc. o Pg. 44 Architectural Tenant Improvements - Multi-Family/Hotel/Motel Special Structures - four (4) or more stories, special hazards, etc. - Pg. 47 Remove under Plans Examiner fees as they are duplicates of fees elsewhere in the fee schedule. See table:

Fee Type Fee
Alarm System Two-Story Building 375.64
Additional Floors - cost per additional floor 107.32
658
Sprinkler System T.I. 316.61
Sprinkler System T.I. with calculations 375.64
Sprinkler System New 375.64
Additional Riser/Floor control in same building. 182.45 Underground system 509.79
Engineered System (H&D, Clean Agent, etc.) per system. 289.78 Architectural - T.I. 402.47
Architectural - NewR-3 429.30
Architectural - New Non R-3 643.95
Architectural - New > 3-story or R-1/R-2 with more than 50 units 762.01 Architectural - high rise buildings >75'. Review is per building 1,583.04 Fuel Modification Plan (single family residence) 482.96 Fuel Modification Plan (multi family, tract, commercial) 804.94

d. Add
- Citywide Pg. 2 add Fire Investigator, Fire Captain (40 hour), and Senior Management Analyst positions that were missing
- Pg. 43 Two new categories for business inspections due to the additional time it takes to inspect larger buildings
o 50,000-200,000 sq ft based on 5 hrs inspector and 0.5 hrs mgmt. analyst (1 hr more of inspector than prior category, added 85.53 before CPI for inspector)
o 200,0000+ sq ft based on 6 hr inspector and 0.5 hrs mgmt. analyst 1 hr more of inspector than prior category, added 85.53 before CPI for inspector)
Police
Increase
Pg. 49 Clearance Letter with Notary - Prior to FY24, this fee was $50. The fee is for the clearance letter that is also in the fee schedule, at $18.25 plus a Notary Public Certification. The rate for this is $15 so that was added to the Clearance Letter fee.

CSD
Language Change
Added or changed language for clarification or to include additional facilities - Pg. 59 Change Little Ones to Jr. Youth Programming
- Pg. 60 Added Pickleball to Tennis/Basketball Court Lighting under Park Facility Rentals
- Pg. 61 Shade Shelters add 5 hours max to Large Shelter at LAHSP 659
- Pg. 62 Facility Rentals (Alderwood and Community Center) add Youth Center - Pg. 62 Community Center Annex, removed little house
- Pg. 62 Added business days to Late fee charge
- Pg. 63 Audio/Visual Equipment Rental
Add
- Pg. 62 Add Computer Lab under Additional Rental Charges. Fee to match Kitchen rental fee.

Fee Change
- Due to the format of the Fee Schedule changing from word to excel last year, there were some fees in the Fee Schedule that were incorrectly linked to a different fee. The fees aren’t necessarily changing but are being linked correctly.

Fees are being restored back to what was adopted for them in the FY24 Fee Study and Update. These fees include:
o Pg. 61 Equestrian Park Large Arena, Non-profit
o Pg. 61 Park Open Grass One-Time Event (Large Scale Reservation) Non- profit group (Monday-Thursday, per hour) and (Friday-Sunday, per hour o Pg. 61 Inflatable Party Jump

660
ORDINANCE NO. 603-24

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
MURRIETA, CALIFORNIA, ADOPTING THE FISCAL YEAR 2024/2025

FEE SCHEDULE

WHEREAS

WHEREAS

WHEREAS

WHEREAS

WHEREAS

WHEREAS

WHEREAS

WHEREAS

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MURRIETA, CALIFORNIA DOES HEREBY ORDAIN AS FOLLOWS:
661

PASSED AND ADOPTED
662
663

CITY OF MURRIETA

CALIFORNIA
Proposed Fee Schedule
Fiscal Year 2024-2025

EXHIBIT A
664
665
Fee Schedule City of Murrieta, Fiscal Year 2024-2025
I. 1
II. 4
4 5
6 7
8 8
9 9
10 11
12 12
13 14
14 15
15 16
16 17
17 18
18 19
19 20
20 21
21 22
22 22
23 23
24 24
25 25
Table of Contents
666
Fee Schedule City of Murrieta, Fiscal Year 2024-2025
Table of Contents
25 26
26 27
27 27
28 28
29 29
III. 30
30 30
31 31
31 32
32 32
33 34
35 35
36 IV. 37
37 37
37 37
37 38
38 38
38 38
38 38
38 38
38 667
Fee Schedule City of Murrieta, Fiscal Year 2024-2025
Table of Contents
39 39
39 39
39 39
39 40
40 V. 41
VI. 49
VII. 51
VIII. 52
IX. 54
54 54
55 55
56 X. 57
XI. 59
XII. 64
XIII. 66
668
I. City-Wide Hourly Rates and Fees City of Murrieta, Fiscal Year 2024-2025 Description Hourly Rate/Fee Amount
Plan Check
Sr. Plans Examiner 103.26
Development Services Technician 79.27
Building Official 156.45
Inspection
Building Inspector III 93.87
Development Services Technician 79.27
Building Inspector Supervisor 130.38
Certificate of Occupancy
Processing of Certificate of Occupancy 65.71
Inspection for Certificate of Occupancy 146.02
Record Retention 11x17 and smaller per page 1.04
Record Retention plan size per page 2.09
Copies - 8 1/2 x 11 & 8 1/2 x 14 B&W per page 0.26
Copies - 8 1/2 x 11 & 8 1/2 x 14 Color per page 0.52
Copies - 11x17 B&W per page 0.52
Copies - 11x17 Color per page 1.04
HCD Processing Fee per transportable unit 11.00
Misc Fee (FedEx, Copies, etc) Actual Cost
Description Hourly Rate/Fee Amount
General & Professional Services (includes city overhead) 114.73 Description Hourly Rate/Fee Amount
CSD Director 275.35
Parks & Community Services Manager 244.06
Management Analyst 146.02
Management Analyst Trainee 146.02
Office Assistant II 79.27
Office Assistant I 79.27
Recreation Supervisor 136.63
Sr. Recreation Leader 31.29
Recreation Coordinator 109.52
Special Events Coordinator 172.10
Recreation Clean-Up 78.23
Maintenance Supervisor 195.04
Sr. Maintenance Worker 153.32
Building and Safety
Code Enforcement
Community Services District
1 669
I. City-Wide Hourly Rates and Fees City of Murrieta, Fiscal Year 2024-2025 Description Hourly Rate/Fee Amount
Maintenance Worker II 129.33
Maintenance Worker I 97.00
Maintenance Worker Rate for Special Clean-Up (eg-Graffiti) 178.35 General Services 126.20
Description Hourly Rate/Fee Amount
Plan Check
Director of Public Works 314.99
Principal Civil Engineer 198.17
Civil Engineering Associate 122.03
Development Services Technician 111.60
Contract Plan Checker Actual cost
Inspection
Senior Public Works Inspector 132.46
Public Works Inspector 107.43
Contract PW Inspector Actual cost
Misc Fee (FedEx, Copies, etc) Actual Cost
Record Retention 11x17 and smaller 1.00 per page
Record Retention plan size 2.00 per page
Description Hourly Rate/Fee Amount
Plan Check/Inspections 166.88
Fire Marshal 254.49
Management Analyst 124.12
Office Assistant II 75.10
Fire Prevention Cooridinator 80.31
Fire Inspector 85.53
Batallion Chief 265.97
Deputy Fire Marshal 95.88
Firefighter/Paramedic 125.98
Fire Engineer 178.85
Fire Captain 216.29
Fire Development Services Technician 81.31
Emergency Medical Services Coordinator 111.60
Disaster Preparedness Coordinator 89.02
Description Hourly Rate/Fee Amount
GIS General & Professional Services 132.46
GIS Processing Fee 5.22
Engineering
Fire
GIS
Community Services District (Continued)
2 670
I. City-Wide Hourly Rates and Fees City of Murrieta, Fiscal Year 2024-2025 Outside Consultants Actual Cost
Description Hourly Rate/Fee Amount
Associate Planner 112.64
Assistant Planner 93.81
Deputy Director of Development Services 180.17
City Planner 180.17
Development Services Director 201.30
Executive Assistant 118.38
Management Analyst 114.46
Sr. Planner 133.54
Development Services Technician 89.49
Description Hourly Rate/Fee Amount
Security Services 139.76
Description Hourly Rate/Fee Amount
PW Maintenance Manager - Overtime 2 Hour Minimum 239.89 PW Maintenance Supervisor - Overtime 2 Hour Minimum 179.40 Executive Assistant - Overtime 2 Hour Minimum 99.09
PW Sr. Maintenance Worker - Overtime 2 Hour Minimum 137.68 PW Maintenance Worker II - Overtime 2 Hour Minimum 120.99 PW Maintenance Worker I - Overtime 2 Hour Minimum 103.26 PW Facilities Worker II - Overtime 2 Hour Minimum 120.99 PW Facilities Worker I - Overtime 2 Hour Minimum 137.68 Overtime: Billed at 1.5 times the hourly rate, with a minimum of two hours.

Overtime is defined as call-ins outside a regular work schedule.

Deposit Accounts: Minimum charge of one hour, increments of 15 minutes thereafter.

Deposit Refunds/Collections:

Refunds due to deposit accounts less than $30.00 will be retained by the City. Final balances due from deposit accounts less than $30.00 will be waived by the City.

Public Works (Maintenance)
Police
Planning
3 671
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG SMIP 2 Commercial
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
PLN General Plan Update
GIS GIS Processing Fee
* Plan Check fees consist of a maximum of three plan reviews. Additional Costs will apply for the subsquent plan review(s) performed. Actual costs to be determined per the additional plan review time required to completed review based on the full burdened hourly rate.
532.97
532.97
585.12
585.12
678.99
678.99
678.99
678.99
678.99
678.99
Fire
Consultant
Plan Check*
BLDG
974.16
1,691.75
2,540.75
3,021.57
3,742.28
4,467.17
5,246.29

0.10 per sq.
ft.

PLN
340.02
340.02
340.02
340.02
256.58
299.34283.70
5,490.35
6,754.47
8,019.63
9,381.79

0.19 per sq.
ft.

5.22 3.13
340.02
397.38
397.38
453.71
397.38
453.71
BLDG
1,626.04
340.02
397.38
385.91
429.72
516.29
385.91
772.86
1,119.14
PLN
226.33
226.33
FIRE
126.20
Established by State Based on Valuation
Established by State Based on Valuation
2,880.77
4,225.19
Fee Amount
283.70
170.01
Commercial New Shell
Building Sq. Ft.

Inspection
1 - 5,000
30,001 - 50,000
50,001 + SF
High-rise (over 55')
Structures four or more stories
5,001 - 10,0000

1.04 per page

2.09 per page

52.15 10,001 - 15,000
15,001 - 20,000
212.77
256.58
FIRE
212.77
343.15
20,001 - 25,000
25,001 - 30,000
299.34
343.15
429.72
562.18
946.00
946.00
4 672
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG SMIP 2 Commercial
BLDG Building Dept Mandated Training
BLDG Processing of Certificate of Occupancy
BLDG Inspection for Certificate of Occupancy
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
PLN General Plan Update
GIS GIS Processing Fee
* Plan Check fees consist of a maximum of three plan reviews. Additional Costs will apply for the subsquent plan review(s) performed. Actual costs to be determined per the additional plan review time required to completed review based on the full burdened hourly rate.

Plan Check*
Fire
Consultant
282.65
282.65
397.38
397.38
480.82
480.82
480.82
480.82
256.58
385.91
Established by State Based on Valuation
343.15
385.91
472.48
5,935.71
1,266.20
340.02
340.02
FIRE
299.34
256.58
559.05

3.13 226.33
283.70
340.02
3,318.83
1 - 5,000
5,001 - 10,0000
10,001 - 15,000
Commercial Add/Alt Major Tenant Improvement
Building Sq. Ft.

Inspection
256.58

BLDGBLDG PLN
1,888.87
2,900.58
3,912.29
4,924.00
226.33
15,001 - 20,000
20,001 - 25,000
25,001 - 30,000
256.58
299.34
397.38
397.38
3,991.56
1,279.76
1,971.27
2,647.13
170.01
212.77
146.02

1.04 per page

2.09 per page

52.15 Fee Amount

5.22 4,716.45

0.09 per sq.
ft. 732.19
Established by State Based on Valuation

65.71 30,001 - 50,000
50,001 + SF
212.77
FIRE
7,024.61

0.14 per sq. ft.
299.34
888.64
5 673
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG SMIP 2 Commercial
BLDG Building Dept Mandated Training
BLDG Processing of Certificate of Occupancy
BLDG Inspection for Certificate of Occupancy
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
PLN General Plan Update
GIS GIS Processing Fee
* Plan Check fees consist of a maximum of three plan reviews. Additional Costs will apply for the subsquent plan review(s) performed. Actual costs to be determined per the additional plan review time required to completed review based on the full burdened hourly rate.
480.82
480.82
480.82
Plan Check*
Fire
Consultant
282.65
282.65
397.38
397.38
480.82
FIRE
226.33 212.77
212.77
BLDG
978.33
1,445.60
2,203.86
4,480.73
5,297.40

0.10 per sq. ft.732.19
343.15
340.02
226.33

PLN FIRE
680.04
965.82
1,484.19
2,028.64
212.77
283.70
170.01
256.58
299.34
5,001 - 10,0000
10,001 - 15,000
15,001 - 20,000 340.02
256.58
2,521.97 340.02 3,721.42
Inspection
3,015.31
20,001 - 25,000
385.91
BLDG
256.58
299.34
Commercial Add/Alt Minor Tenant Improvement
Building Sq. Ft.
1 - 5,000
2,963.16
385.91

5.22 397.38
472.48
Fee Amount
25,001 - 30,000
30,001 - 50,000
50,001 + SF
397.38
Established by State Based on Valuation
559.05
Established by State Based on Valuation

65.71 146.02

1.04 per page

2.09 per page
299.34
3,559.76

0.09 per sq.
ft.

52.15 3.13
6 674
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG SMIP 2 Commercial
BLDG Building Dept Mandated Training
BLDG Processing of Certificate of Occupancy
BLDG Inspection for Certificate of Occupancy
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
PLN General Plan Update
GIS GIS Processing Fee
* Plan Check fees consist of a maximum of three plan reviews. Additional Costs will apply for the subsquent plan review(s) performed. Actual costs to be determined per the additional plan review time required to completed review based on the full burdened hourly rate.

Plan Check*
Fire
Consultant
407.81
637.27
637.27

65.71 146.02

1.04 per page
340.02

2.09 per page

52.15 1,078.46
1,078.46
946.00
Inspection

PLN FIRE
226.33
112.64
PLN
Commercial Motels, Hotels, Similar Use
BLDG
170.01
Established by State Based on Valuation
946.00
Number of Units

5.22 3.13
Established by State Based on Valuation
each additional Building
High-rise (over 55')
Per Building

FIRE BLDG
2,234.11 238.85 3,446.07 126.20
each additional 500 Sq. Ft. 78.23 64.67 113.69 126.20
Fee Amount
1 - 1,500 Sq. Ft.

Structures four or more stories
7 675
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee Type
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG SMIP 2 Commercial
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
PLN General Plan Update
GIS GIS Processing Fee
* Plan Check fees consist of a maximum of three plan reviews. Additional Costs will apply for the subsquent plan review(s) performed. Actual costs to be determined per the additional plan review time required to completed review based on the full burdened hourly rate.
974.16
Plan Check*
Fire
Consultant
407.81
407.81
506.90
506.90
637.27
637.27
637.27
637.27
Plan Check*
BLDG

91.78 PLN

56.32 PLN
226.33
226.33
283.70
283.70
340.02
397.38
397.38
453.71
FIRE
212.77
212.77
256.58
256.58
299.34
299.34
385.91
559.05

5.22 3.13
3,631.73
4,436.92
9,063.67
Actual Cost
5,084.63
Actual Cost
340.02
340.02
212.77
256.58
299.34
343.15
385.91
429.72
559.05
732.19
340.02
397.38
453.71

1.04 per page

2.09 per page
4,005.12
5,270.28
BLDG
5,001 - 10,0000
10,001 - 15,000
15,001 - 20,000
20,001 - 25,000 6,534.40
7,799.55397.38
1,516.52
2,636.70
ALL
1,691.75
2,540.75
2,936.05

3.13 1 - 5,000

BLDG PLN FIRE
185.65
Industrial New
Building Sq. Ft.

Established by State Based on Valuation
Established by State Based on Valuation

1.04 per page

2.09 per page

52.15 Inspection
Commercial Demolition
Building Sq. Ft. Inspection
BLDG

5.22 25,001 - 30,000
30,001 - 50,000
50,001 + SF
Fee Amount
Fee Amount
340.02
340.02
8 676
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG SMIP 2 Commercial
BLDG Building Dept Mandated Training
BLDG Processing of Certificate of Occupancy
BLDG Inspection for Certificate of Occupancy
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
PLN General Plan Update
GIS GIS Processing Fee
Dept Fee Type
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
* Plan Check fees consist of a maximum of three plan reviews. Additional Costs will apply for the subsquent plan review(s) performed. Actual costs to be determined per the additional plan review time required to completed review based on the full burdened hourly rate.

Plan Check*
BLDG

91.78 PLN

56.32 283.70
340.02
170.01
BLDG
888.64
FIRE
1,279.76
343.15
385.91
3,318.83
3,991.56

0.09 per sq.
ft.
340.02
Industrial Demolition

5.22 299.34
FIRE
Consultant
282.65
282.65
397.38
397.38
512.11
512.11
480.82
480.82
Plan Check*

1.04 per page

2.09 per page
170.01
212.77
256.58
PLN
1,303.75
2,228.89
559.05
2,647.13
212.77
212.77
340.02
397.38
397.38
Fee Amount
226.33
226.33

5.22 4,716.45
Building Sq. Ft. Inspection
BLDG
30,001 - 50,000
50,001 + SF
299.34
343.15
429.72 472.48
1,971.27

FIRE BLDG
890.72
3,451.29
4,921.92

0.09 per sq. ft.
256.58
Building Sq. Ft.

Inspection
5,001 - 10,0000
10,001 - 15,000
Established by State Based on Valuation
Established by State Based on Valuation

65.71 146.02

1.04 per page

2.09 per page
Industrial Add/Alt Tenant Improvement
15,001 - 20,000
1 - 5,000

3.13 ALL 185.65
20,001 - 25,000
25,001 - 30,000
Fee Amount
2,743.09
4,159.48
559.05

52.15 3.13
9 677
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG SMIP 1 Residential
BLDG Building Dept Mandated Training
BLDG Processing of Certificate of Occupancy
BLDG Inspection for Certificate of Occupancy
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
PLN General Plan Update
GIS GIS Processing Fee
* Plan Check fees consist of a maximum of three plan reviews. Additional Costs will apply for the subsquent plan review(s) performed. Actual costs to be determined per the additional plan review time required to completed review based on the full burdened hourly rate.
637.27
637.27
PLN
112.64
112.64
FIRE
212.77
299.34
385.91
559.05
732.19
1,078.46
1,078.46
1,078.46
Plan Check*
Fire
Consultant
428.67
428.67
637.27
637.27
637.27
637.27
576.78
774.95

3.13 5.22
453.71
874.03
BLDG
2,297.73
FIRE
279.52
328.55
427.63
each additional Building

90.09 112.64

BLDG PLN
1,631.25

84.48 Inspection
Multi-Family New
Building Sq. Ft. / Number of Units
Established by State Based on Valuation

65.71 Structures four or more stories
3 - 6 Units
146.02

1.04 per page

2.09 per page

52.15 15 - 49 Units
50 - 99 Units
100 - 149 Units
150 + Units
Fee Amount
Established by State Based on Valuation
1,270.37
1,270.37High-rise (over 55')
1st Building
7 - 14 Units
1-1,500 Sq. Ft.
each additional 500 Sq. Ft.
10 678
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG SMIP 1 Residential
BLDG Building Dept Mandated Training
BLDG Processing of Certificate of Occupancy
BLDG Inspection for Certificate of Occupancy
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
PLN General Plan Update
GIS GIS Processing Fee
* Plan Check fees consist of a maximum of three plan reviews. Additional Costs will apply for the subsquent plan review(s) performed. Actual costs to be determined per the additional plan review time required to completed review based on the full burdened hourly rate.

Established by State Based on Valuation
Established by State Based on Valuation

3.13 65.71
146.02

1.04 per page

2.09 per page

52.15 5.22
BLDG
1,903.48

79.27 PLN
340.02
Fee Amount
each additional 500 Sq. Ft. 120.99 42.76
Per Building 340.02

83.44 Senior Living, Assisted Living, Memory Care
Building Sq. Ft. / Number of Units
Plan Check* Inspection

BLDG PLN FIRE
1-1,500 Sq. Ft. 3,081.02 126.20
FIRE
212.77
11 679
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG SMIP 1 Residential
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
PLN General Plan Update
GIS GIS Processing Fee
Dept Fee Type
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
* Plan Check fees consist of a maximum of three plan reviews. Additional Costs will apply for the subsquent plan review(s) performed. Actual costs to be determined per the additional plan review time required to completed review based on the full burdened hourly rate.

91.78 PLN

28.16 Plan Check*
Fire
Consultant
430.76 180.44 Actual cost
Actual cost 31.29
112.64
BLDG
Building Sq. Ft. / Number of UnitsBLDG PLN FIRE
Multi-Family Addition
Plan Check* Inspection

BLDG PLN FIRE
489.17 126.201-500 Sq. Ft.

2.09 per page

5.22 Established by State Based on Valuation

1.04 per page
Building Sq. Ft.

Fee Amount

23.99 1.04 per page
Inspection
BLDG
ALL 185.65
each additional 500 Sq. Ft.

Per Building
Multi-Family Demolition

2.09 per page

52.15 5.22

37.55 340.02

3.13 3.13
Established by State Based on Valuation
Fee Amount
12 680
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG SMIP 1 Residential
BLDG Building Dept Mandated Training
BLDG Processing of Certificate of Occupancy
BLDG Inspection for Certificate of Occupancy
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
PLN General Plan Update
GIS GIS Processing Fee
* Plan Check fees consist of a maximum of three plan reviews. Additional Costs will apply for the subsquent plan review(s) performed. Actual costs to be determined per the additional plan review time required to completed review based on the full burdened hourly rate.
**A 50% reduction in the Single Family Dwelling inspection fees for the inspection of five or more production units when the inspections are performed on the same day as requested and for the same inspection type.

86.57 118.90
Plan Check* Inspection
BLDG**
1,410.14
PLN
226.33
FIRE
126.20
BLDG
1,095.15
PLN
226.33

65.71 146.02

5.22 Established by State Based on Valuation
Established by State Based on Valuation

1.04 per page
Single Family New/Tract Model Complex Homes
Building Sq. Ft.
each additional 500 Sq. Ft.

2.09 per page

52.15 3.13
Fee Amount
1 - 1,000
13 681
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG SMIP 1 Residential
BLDG Building Dept Mandated Training
BLDG Processing of Certificate of Occupancy
BLDG Inspection for Certificate of Occupancy
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
PLN General Plan Update
GIS GIS Processing Fee
Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG SMIP 1 Residential
BLDG Building Dept Mandated Training
BLDG Processing of Certificate of Occupancy
BLDG Inspection for Certificate of Occupancy
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
PLN General Plan Update
GIS GIS Processing Fee
* Plan Check fees consist of a maximum of three plan reviews. Additional Costs will apply for the subsquent plan review(s) performed. Actual costs to be determined per the additional plan review time required to completed review based on the full burdened hourly rate.
**A 50% reduction in the Single Family Dwelling inspection fees for the inspection of five or more production units when the inspections are performed on the same day as requested and for the same inspection type.

FIRE
126.20
Plan Check* Inspection
PLN
112.64
BLDG**
1,249.51
117.86
BLDG
227.37

43.81 BLDG
1,095.15

94.91 Plan Check* Inspection
PLN BLDG** PLN FIRE
170.01 1,510.26 112.64 126.20

65.71 146.02

65.71 146.02

2.09 per page
Building Sq. Ft.

5.22 52.15

1.04 per page

2.09 per page
each additional 500 Sq. Ft.

Single Family New/Custom Home
Established by State Based on Valuation
Established by State Based on Valuation

1.04 per page
Established by State Based on Valuation
Established by State Based on Valuation

3.13 3.13

5.22 52.15
1 - 1,000
each additional 500 Sq. Ft. 182.53
Building Sq. Ft.

Single Family New/Tract Production Homes
1 - 1,000
Fee Amount
Fee Amount
14 682
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG SMIP 1 Residential
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
PLN General Plan Update
GIS GIS Processing Fee
Dept Fee Type
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
* Plan Check fees consist of a maximum of three plan reviews. Additional Costs will apply for the subsquent plan review(s) performed. Actual costs to be determined per the additional plan review time required to completed review based on the full burdened hourly rate.

BLDG
Plan Check*
274.31
322.29
371.31
468.31
Plan Check*
BLDG

91.78 PLN

28.16 Building Sq. Ft.

5.22 Single Family Demolition

52.15 BLDG

5.22 ALL
Established by State Based on Valuation

1.04 per page
501 - 2,000
185.65
Inspection
Fee Amount
Established by State Based on Valuation

1.04 per page

2.09 per page
Inspection

2.09 per page
BLDG
286.83
391.13
494.38
494.38
PLN

84.48 84.48

84.48 112.64
FIRE

3.13 3.13
1 - 250
251 - 500
Single Family Room Addition
Building Sq. Ft.
2,001 + 126.20
Fee Amount
15 683
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG SMIP 1 Residential
BLDG Building Dept Mandated Training
BLDG Processing of Certificate of Occupancy
BLDG Inspection for Certificate of Occupancy
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
PLN General Plan Update**
GIS GIS Processing Fee
* Plan Check fees consist of a maximum of three plan reviews. Additional Costs will apply for the subsquent plan review(s) performed. Actual costs to be determined per the additional plan review time required to completed review based on the full burdened hourly rate.

Fire Damage Repair 338.98 761.39
Plan Check* Inspection
PLN

56.32 56.32

56.32 BLDG

96.37 111.60
111.60
BLDG
253.45
548.62
548.62
126.20
126.20
126.20
Plan Check*
BLDG

91.78 195.04
Inspection
BLDG
233.63
428.67
HCD Processing Fee Per Transportable
Unit 11.00 Only Permanent Foundation

65.71 Manufactured Home
Per Permit

3.13 52.15 (does not apply to Existing-Add Permanent Foundation) 146.02
Established by State Based on Valuation
Multi-Family & Single Family Alterations and Fire Damage Repair Complex
Type of Alterations
Established by State Based on Valuation
Minor (up to 2 inspections)
FIRE
BLDG
Foundation & Site Preparation
Installation & Site Preparation

5.22 Fee Amount

1.04 per page
Established by State Based on Valuation
Existing - Add Permanent Foundation
Fee Amount

1.04 per page

2.09 per page

3.13 5.22

2.09 per page
16 684
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee Type
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
* Plan Check fees consist of a maximum of three plan reviews. Additional Costs will apply for the subsquent plan review(s) performed. Actual costs to be determined per the additional plan review time required to completed review based on the full burdened hourly rate.

63.62 56.32

63.62 56.32
567.39
713.41
445.36
231.55
Plan Check* Inspection
BLDG

63.62 PLN

28.16 BLDG
201.30
Plan Check* Inspection

BLDG PLN BLDG

63.62 56.32 664.39

63.62 56.32

5.22 63.62 56.32

2.09 per page

3.13 1.04 per page

3.13 5.22
Established by State Based on Valuation
Above-Ground
Pool or Spa
Type
ALL

1.04 per page
Gunite Pool
Gunite Spa
Gunite Pool & Spa
In-Ground Fiberglass or Vinyl
Manufactured Home Removal or Demolition
Fee Amount
Fee Amount
Building Sq. Ft.

2.09 per page
17 685
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG SMIP 1 Residential
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
* Plan Check fees consist of a maximum of three plan reviews. Additional Costs will apply for the subsquent plan review(s) performed. Actual costs to be determined per the additional plan review time required to completed review based on the full burdened hourly rate.
142.89 56.32

45.89 PLN

28.16 28.16

45.89 PLN

56.32 56.32

56.32 56.32
Patio Footings for future use, Gas, Electric Stub
Out 88.66
357.75Engineered Balcony, Deck, Solic & Lattice
Plan Check*
BLDG

45.89 Plan Check*
BLDG

35.00 45.89
Lattice Patio cover

3.13 3.13
Fee Amount
Balcony, Deck, Solid Patio Cover
ICC/IAPMO Aluminum Patio Cover
Type Inspection
BLDG

1.04 per page

2.09 per page

5.22 5.22
Established by State Based on Valuation
Established by State Based on Valuation
Each Additional 500 LF or fraction

2.09 per page
Wall - City Standard
Fee Amount
308.73
284.74
308.73

1.04 per page
Patio Cover
ICC/IAPMO Aluminum Patio Room Enclosure
205.47
205.47
BLDG
Inspection
Established by State Based on Valuation
Linear Feet
1 - 500
18 686
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
* Plan Check fees consist of a maximum of three plan reviews. Additional Costs will apply for the subsquent plan review(s) performed. Actual costs to be determined per the additional plan review time required to completed review based on the full burdened hourly rate.

Plan Check*
BLDG

87.61 70.92
PLN

56.32 56.32
Plan Check*

BLDG PLN

45.89 45.89 28.16

5.22 1.04 per page

2.09 per page
BLDG
BLDGLinear Feet Inspection

2.09 per page

5.22 Established by State Based on Valuation
Wall - Pilaster
Number of Pilaster/Columns Inspection
Fee Amount
Established by State Based on Valuation
189.83
Each additional 4 or fraction thereof
Fee Amount

3.13 76.14
Each Additional 500 LF or fraction

3.13 Wall - Engineered
1 - 500

76.141 - 4
445.36

1.04 per page
19 687
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG SMIP 1 Residential
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG SMIP 1 Residential
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
* Plan Check fees consist of a maximum of three plan reviews. Additional Costs will apply for the subsquent plan review(s) performed. Actual costs to be determined per the additional plan review time required to completed review based on the full burdened hourly rate.
501-800 sq. ft. 456.83 112.64 670.65

BLDG PLN
195.04 56.32
195.04 56.32
Plan Check*

BLDG PLN
349.41 112.64
523.59 112.64
591.38 112.64
Established by State Based on Valuation
Established by State Based on Valuation

1.04 per page

2.09 per page
797.90
Building Sq. Ft.

5.22 Fee Amount
1-500 sq. ft. 504.81
Temporary Office
Fee Amount
Established by State Based on Valuation
Established by State Based on Valuation

1.04 per page

2.09 per page
Plan Check*
924.10
BLDG
Inspection
Garage - New
Inspection
BLDG
Garage - Conversion to Conditioned Space
Conversion Type
801 - 1500 sq. ft.

Conditioned Space 300.38
274.31

3.13 3.13

5.22 1501 + sq. ft.
20 688
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG SMIP 1 Residential
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
* Plan Check fees consist of a maximum of three plan reviews. Additional Costs will apply for the subsquent plan review(s) performed. Actual costs to be determined per the additional plan review time required to completed review based on the full burdened hourly rate.
159.58 $ 56.32

31.29 per sq. ft. $ 56.32
Plan Check*

BLDG PLN
133.50 112.64

25.03 227.37 112.64
Plan Check*

BLDG PLN

1.04 per page
Signs
Type
160.62

50.06 225.29

2.09 per page

2.09 per page
BLDG
Fee Amount

87.61 per sq. ft.

Established by State Based on Valuation

1.04 per page
Carport
438.06
BLDG
Inspection
112.64
Signs - Wall (each additional)
PLN

3.13 Monument, Pylon, Freestanding Signs (each)
Signs - Wall (1)

3.13 5.22
1 - 500
501 +
Building Sq. Ft.

Established by State Based on Valuation
Fee Amount
Established by State Based on Valuation

5.22 Inspection
21 689
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee Type
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
Dept Fee Type
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
FIN Finance Processing Fee
GIS GIS Processing Fee
* Plan Check fees consist of a maximum of three plan reviews. Additional Costs will apply for the subsquent plan review(s) performed. Actual costs to be determined per the additional plan review time required to completed review based on the full burdened hourly rate.

BLDG
205.47
541.32
Plan Check* Inspection
BLDG
194.00
248.23
PLN
112.64
226.33
FIRE
126.20
170.01
289.95 56.32
Plan Check*

BLDG PLN
115.77 28.16
115.77 28.16
115.77 56.32
FIRE
126.20
126.20
PLN

56.32 170.01
Plan Check*

BLDG PLN
123.07 56.32
Fee Amount
Cell Site
Cell Site Type

2.09 per page

5.22 New Tower, Pole, Monopoles, Equipment Shelters
Antenna Alterations

5.22 5.22

1.04 per page
Type of Trailer

1.04 per page

2.09 per page
BLDG
Inspection
Power Pole - Temporary
Number of Poles

2.09 per page
249.28
11 + 25.03 per additional pole
209.64

3.13 Fee Amount
Trailers - Temporary
2 - 10
BLDG
Inspection

3.13 1.04 per page
Fee Amount
1 249.28
Temporary Construction Trailer 165.84
Temporary Sales Trailer
Established by State Based on Valuation

3.13 22 690
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
* Plan Check fees consist of a maximum of three plan reviews. Additional Costs will apply for the subsquent plan review(s) performed. Actual costs to be determined per the additional plan review time required to completed review based on the full burdened hourly rate.

Plan Check* Inspection

BLDG BLDG

63.62 185.65
**Actual Cost **Actual Cost

35.46 132.46
**Actual Cost **Actual Cost

35.46 132.46
**Actual Cost
Plan Check*
BLDG

63.62 **Actual Cost

39.63 **Actual Cost

63.62 **Actual Cost
132.46

88.66Waived per Council action 05-15-2001
Inspection
BLDG
185.65
**Actual Cost
132.46
**Actual Cost

2.09 per page

3.13 3.13
On Site Private Sewer & Water System

2.09 per page
Fee Amount

5.22 Established by State Based on Valuation
Mechanical
Upgrade, Complex
Plumbing Type
Mechanical Type
Established by State - Based on Valuation

1.04 per page

1.04 per page
Installation
Installation, Complex
Installation
Upgrade, Complex
Water Heater Replacement
Footing Only Stub Outs, Earthquake Valves.
(Council has waved this fee for less than 500
value)
Fee Amount
Upgrade
Upgrade
Plumbing

5.22 Air Conditioner and/or Furnace Replacement
Installation, Complex
House Connect to Sewer, Including Abandonment
of Septic
23 691
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
Solar Permit Fees
Electrical Type

5.22 Electrical Meter Change Out
Electrical
Upgrade
Upgrade, Complex
Installation
Installation, Complex

3.13 Established by State Based on Valuation

1.04 per page

2.09 per page
Fee Amount

53.19 185.65
Permit Fee Limits for Solor Photovoltaic
Plan Check* Inspection

BLDG BLDG

63.62 182.53
**Actual Cost **Actual Cost

63.62 90.74
**Actual Cost **Actual Cost
Fee Amount
Residential System 15 kW or less
Residential system more than 15 kW, base fee
Residential system more than 15 kW, per kW over 15 kW
450.00
500.00

15.00 Commercial system 50 kW or less 1,000.00
Commercial system more than 50 kW and less than or equal to 250 kW, base fee 1,000.00 Commercial system more than 50 kW and less than or equal to 250 kW, per kW over 50 kW 7.00 Commercial system more than 250 kW, base fee 2,400.00
Commercial more than 250 kW, per kW over 250 kW 5.00
Permit Fee Limits for Solor Thermal Fee Amount
Residential System 10 kW or less 450.00
Residential system more than 10 kW, base fee 450.00
Residential system more than 10 kW, per kW over 10 kW 15.00 Commercial system 30 kW or less 1,000.00
Commercial system more than 30 kW and less than or equal to 260 kW, base fee 1,000.00 Commercial system more than 30 kW and less than or equal to 260 kW, per kW over 30 kW 7.00 Commercial system more than 260 kW, base fee 2,610.00
Commercial more than 260 kW, per kW over 260 kW 5.00
24 692
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Inspector - Major, per MEP
Inspector - Mega, per MEP
Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
* Plan Check fees consist of a maximum of three plan reviews. Additional Costs will apply for the subsquent plan review(s) performed. Actual costs to be determined per the additional plan review time required to completed review based on the full burdened hourly rate.

Plan Check*

BLDG PLN
142.89 112.64
Mechanical, Electrical, Plumbing
467.26
5 Plan Check*

BLDG PLN

45.89 170.01
Fee Type Fee Amount
Plans Examiner - Mini, per MEP 25.03
Plans Examiner - Minor, per MEP 51.11
Plans Examiner - Medium, per MEP 77.18
Plans Examiner - Major, per MEP 103.26
Plans Examiner - Mega, per MEP 129.33
Inspector - Mini, per MEP 119.95
Inspector - Minor, per MEP 233.63
Inspector - Medium, per MEP 347.32
Fee Amount
Established by State Based on Valuation

1.04 per page

2.09 per page

3.13 1.04 per page

2.09 per page
233.63
Trash Enclosure Inspection
BLDG

5.22 5.22
185.65
BLDG
Inspection
Wind Turbine for Electric Generation

3.13 Each
Established by State Based on Valuation
Single or Double
Trash Enclosure Single or Double
Fee Amount
25 693
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
* Plan Check fees consist of a maximum of three plan reviews. Additional Costs will apply for the subsquent plan review(s) performed. Actual costs to be determined per the additional plan review time required to completed review based on the full burdened hourly rate.

Fee Amount
Established by State Based on Valuation

3.13 1.04 per page

2.09 per page

5.22 Re-Roof
Electrical Type Plan Check* Inspection

BLDG BLDG
Commercial 163.75 258.66
Commercial - Per Additional Phase/Segment 97.00
Residential 91.78 172.10
Residential - Per Additional Phase/Segment 97.00
Plan Check*

BLDG PLN

70.92 112.64

70.92 141.85
142.89 226.33
Number of Lights/Poles
1 - 5
6 - 20
21 +

1.04 per page

2.09 per page

5.22 Established by State Based on Valuation

14.60 per additional pole
233.63
Parking Lot Light Standards/Poles
BLDG
Inspection

3.13 Fee Amount
185.65
26 694
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee Type
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
Dept Fee Type
BLDG Processing Certificate of Occupancy
BLDG Security Deposit
FIN Security Deposit Administration Fee
Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
* Plan Check fees consist of a maximum of three plan reviews. Additional Costs will apply for the subsquent plan review(s) performed. Actual costs to be determined per the additional plan review time required to completed review based on the full burdened hourly rate.

PLN
226.33
ENG
208.60
FIRE
212.77
Plan Check* Inspection

BLDG FIRE BLDG FIRE
**Actual Cost 126.20 **Actual Cost 126.20
Plan Check*
BLDG
103.26
FIRE
139.76
Inspection
BLDG
230.50
FIRE
212.77EACH
Number of Permits
Permit without Planning Approval (Residential/Non-Residential/Over the Counter) BLDG

3.13 625.80

5.22 2.09 per page

1.04 per page
Fee Amount
Fee Amount

5.22 3.13
Established by State Based on Valuation

1.04 per page

2.09 per page
Fee Amount

65.71 10,000.00
Number of Permits
Each
Each
Certificate of Occupancy - Temporary (TCO)
Inspection
Occupancy Inspection
Based on 1% of Security Deposit
27 695
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee Type
BLDG Standards Adm Special Revolving Fund
BLDG Building Dept Mandated Training
BLDG Record Retention 11x17 & Smaller
BLDG Record Retention Plan Size
GIS GIS Processing Fee
* Plan Check fees consist of a maximum of three plan reviews. Additional Costs will apply for the subsquent plan review(s) performed. Actual costs to be determined per the additional plan review time required to completed review based on the full burdened hourly rate.

Miscellaneous Plan Check
Plan Review - Expedited - Based on approved
request and availability
Preliminary Plan Review - Based on approved
request and availability - Minimum 1 hour
Construction Project Phasing Plan (Residential and
Non Residential)
Plan Revisions - Minimum 1 hour
182.53 per hour
497.51
**Actual Cost
PLN
**Actual Cost
FIRE
126.203 per
hour
Plan Check*
BLDG
**Actual Cost
Additional 50%
of Plan Review
Fee
PLN
**Actual Cost
FIRE
126.203 per
hour
InspectionPlan Check
FIRE
126.20
BLDG

19.82 FIRE
126.20
Inspection
BLDG
**Actual Cost
BLDG
**Actual Cost 28.16
PLN
Plan Review Services

3.13 1.04 per page

2.09 per page

5.22 Plan Check Type
Permit with Planning Approval (Residential/Non-Residential/Over the Counter) ALL
Fee Amount
Established by State Based on Valuation
28 696
II. Building & Safety - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 BLDG
BLDG
BLDG
BLDG
BLDG
BLDG
BLDG
BLDG
Dept Fee Type
BLDG Processing Affidavit
BLDG Certified Postage (2) Letters
BLDG Record Retention 11 x 17 or Smaller
BLDG Record Retention Plan Size
Inspection
BLDG
Actual Cost on Fully Burdened Hourly Rate
Actual Cost on Fully Burdened Hourly Rate
Actual Cost on Fully Burdened Hourly Rate
Actual Cost on Fully Burdened Hourly Rate
Actual Cost on Fully Burdened Hourly Rate
Calculated at time-and-a-half Fully Burdened Hourly Rate Actual Cost on Fully Burdened Hourly Rate
$ 177.31
Inspection Type
Inspection
Re-Inspection Minimum 1 hour
Investigative Inspection
Investigative for work done without a permit (residential) Investigative for work done without a permit
(Comm/Industrial/Multi-Family/Other)
Overtime Inspections
Applicant Deposit/Trust Accounts
Temporary Utility Releases (Per Unit or Dwelling for Each Utility Release)

1. Projected total time duration of proposed project

2. FBHR (fully burdened hourly rate) of applicable department(s) staff Re-inspection Fees will be assessed at FBHR (Fully Burdened Hourly Rate) for inspection process.

Notes

2.09 per page
Affidavit Request
Fee Amount
179.40
Actual Cost

1.04 per page
Inspections
29 697
III. Engineering/Public Works - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Minimum ENG PLN FIRE Fire
ConsultantMinimum PW
5,000.00 3.00% 170.01 178.35 391.13 7,500.00 5.00%
5,000.00 2.50% 170.01 178.35 391.13 7,500.00 4.00%
5,000.00 2.00% 170.01 178.35 391.13 7,500.00 3.00%
Dept Fee type
ENG Permit Fee
ENG Record Retention - Mylar
ENG Record Retention - Reports
PLN General Plan Update
ENG Minimum PW

5.00% 3,500.00 6.00%

3.00% 7,500.00 5.00%

2.50% 8,750.00 4.00%

2.00% 22,530.00 3.00%
Dept Fee type
ENG Permit Fee
ENG Record Retention - Mylar
ENG Record Retention - Reports
PLN General Plan Update
BLDG Precise Grading for Site Compliance up to 3 Bldgs
BLDG Precise Grading for Site Compliance each add'l Bldg Minimum PLN
2,500.00 340.02
5,000.00 340.02
6,500.00 681.08
15,020.00 1,022.14
Plan Check
100.13

8.34 per page

52.15 each

52.15 100.13

8.34 per page

52.15 each

52.15 155.41

77.18 Grading (Clear and Grub, Stockpile, Mass, Rough)
Type Fees are calculated based on % of Engineer's Cost
Estimate.

InspectionPlan Check
200,001 + CY
100,001 - 200,000 CY
50 - 100,000 CY
Commercial - Small ($60,001 to $250,000)
Fee Amount
Fee Amount
Precise Grade Commercial
Commercial - Minor (to $60,000)
Type Fees are calculated based on % of Engineer's Cost
Estimate.

Commercial - Medium ($250,001 to $750,000)
Commercial - Large ($750,001 up)
Inspection
30 698
III. Engineering/Public Works - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Minimum ENG PLN FIRE Fire
ConsultantMinimum PW
5,000.00 3.00% 453.71 178.35 391.13 7,500.00 5.00%
5,000.00 3.00% 255.54 178.35 391.13 1,300.00 5.00%
5,000.00 3.00% 255.54 178.35 391.13 1,300.00 5.00%
5,000.00 3.00% 511.07 178.35 391.13 7,500.00 5.00%
Dept Fee type
ENG Permit Fee
ENG Record Retention - Mylar
ENG Record Retention - Reports
PLN General Plan Update
BLDG Tract and Multi-Family Plan Check
Dept Fee type
ENG Permit Fee
PLN General Plan Update
Fire
Consultant
Dept Fee type
ENG Permit Fee
ENG Record Retention - Mylar
ENG Record Retention - Reports
PLN General Plan Update
2086.00 per page
Charged at
prevailing hourly rate
Fire
100.13

8.34 per page

52.15 each

52.15 Permit / Inspection
PW
1,043.00
521.5 security deposit
of extension/renewal
100.13

52.15 ENG
100.13

8.34 per page

52.15 each

52.15 155.41
Fee Amount
Revision - Grading
Revision - Grading
Fee Amount
WQMP Review
PW
$100.13
Type Fees are calculated based on % of Engineer's Cost
Estimate.
100.13
Plan Check Permit / Inspection

5.00%
Permit Extension / Renewal
Fine Grade & Drainage
Type
Tract Housing
Single Family Residence
Haul Permit > 50 CY
Other Grading Permits
Precise Grade Residential
Fee Amount
Plan Check
ENG
521.50
Single Family Residence - with WQMP
Multi Family Residential
Type Fees are calculated based on % of Engineer's Cost
Estimate.

Permit / InspectionPlan Check
31 699
III. Engineering/Public Works - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee type
ENG Record Retention - Reports
PLN General Plan Update
Minimum PW
7,500.00 5.00%
8,750.00 4.00%
22,530.00 3.00%
Dept Fee type
ENG Permit Fee
ENG Facility Indicator Fee
ENG Record Retention - Mylar
ENG Record Retention - Reports
PLN General Plan Update
Dept Fee type
ENG Permit Fee
ENG Facility Indicator Fee
ENG Record Retention - Mylar
ENG Record Retention - Reports
PLN General Plan Update
100.13

18.77 8.34 per page

52.15 each

52.15 Plan Check
ENG
Improvements - Street, Storm Drain, Sign & Stripe, Median and/or Traffic Signal Permit / Inspection
Seismic Study/Special Study Zone 3,650.50

52.15 each

52.15 Fee Amount
Improvements, Small (to $250,000) 3.00%
Minimum
5,000.00
Seismic Study-Alquist Priolo/Special Study Zone
ENG

2.50%

2.00%
Plan Check
Improvement Revisions - Street, Storm Drain, Median and/or Sign & Stripe Type Fees are calculated based on % of Engineer's Cost
Estimate.

PW
Fee Amount

5.00%
6,250.00
Permit / Inspection
Fee Amount
Improvements, Medium ($250,001 to $750,000)
Improvements, Large ($750,001 up)
100.13

18.77 8.34 per page

52.15 each

52.15 Type Fees are calculated based on % of Engineer's Cost Estimate.

Plan CheckType ENG
Revision - Improvement Plans 2086.00 per page
15,020.00
32 700
III. Engineering/Public Works - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 FIRE
178.35
178.35
178.35
178.35
Dept Fee type
ENG Record Retention - Mylar
ENG Record Retention - Reports
PLN General Plan Update
453.71
681.08
453.71

84.48 84.48

84.48 84.48
340.02

84.48 10,430.00
15,645.00
7,301.00
2,711.80
3,441.90
4,902.10
3,394.97
2,086.00
3,129.00
Vacation - Summary (requires 1 CC)
Conditional Certificate of Compliance
4,067.70
5,475.75

84.48 340.02
PLN

84.48 226.33

FIRE CONSULTANT
391.13
ENG
3,129.00
3,129.00
7,301.00 226.33
Tract Map, Medium (26 to 85 lots) 391.13
391.13
391.13
Parcel Merger, Maximum 4 lots
Lot Line Adjustment, 1 - 4 lots
Final Map, Amendment
Easement Dedication/Quitclaim
Vacation - General (requires 2 CC & signs)
Certificate of Correction
Map Parcel, Waiver
Certificate of Compliance
Type Plan Check
Maps New / Changes
Tract Map, Small (Up to 25 lots)
Parcel Map (4 parcels maximum) - Residential
Tract Map, Large (86+ lots)

8.34 per page

52.15 each

52.15 Fee Amount
33 701
III. Engineering/Public Works - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Per Street Crossing
Parkway or Dirt (each) ***
Commercial/Industry
Pavement (1st 1,000 Sq. Ft.)
Parkway or Dirt ***
Sidewalk (R&R) per sq. ft.

Residential
Commercial/Industry
Arterial
Residential or Collector
Secondary or Major
Arterial +
Residential or Collector
Secondary or Major
Arterial +
Residential or Collector
Curb and Gutter (R&R) (Per Linear Ft.) 1.56
Excavation (per Sq Ft.) 1.04

0.73 FeeType

62.58 Encroachment Permits
Type Fees are calculated based on Fee Calculation Form unless otherwise indicated.

Permit Fee Extension/Renewal
Pot Hole / Bore 1.56

62.58 83.44

1.04 1.56

2.09 Secondary or Major
Arterial +
Pavement (each)
Parkway or Dirt (each) ***
Pavement (1st 1,000 Linear Ft.)

1.56 Trench - Parkway or Dirt (maximum 2' wide) ***
Bore Pits

1.04 1.30

1.56 125.16
(Per Linear Ft. )
Driveway
Temporary Power

62.58 Curb Cores

41.72 Additional Days
Minimum 1 Day-Per Permit
(Per day)
132.46

41.72 Pot Hole with 6" to 8" Core Vac
(Each)
Trench - Pavement (maximum 2' wide)
(Per Linear Ft. )
Permit
Overtime-Per Hour 198.17
Facility Indicator Fee
Scope of Work
Inspection Type Fee
at the time of extension/renewal
100.13

18.77 Residential or Collector
Secondary or Major

1.04 Test Monitoring Well (each) 359.84
359.84
881.34

83.44 125.16
104.30
34 702
III. Engineering/Public Works - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee type
ENG
ENG
ENG
Dept Fee type
ENG Permit Fee
ENG Record Retention - Mylar
ENG Record Retention - Reports
Residential or Collector
Secondary or Major
Arterial +

8.344 per page

52.15.00 each
Blanket Permit Administration Fee
Record Retention - Mylar
Record Retention - Reports
*** (Landscape areas may require CSD Approval & Security Deposit) Annual Permit (365 days)
* Permit fee amounts per State Vehicle Code and are subject to change.

90.00 *
Single Trip (1 round trip / 3 day maximum)
Parcel Map 20 or more

16.00 *
Parcel Map 4 or less parcels <20 573.65
Residential
Transportation Permit
TYPE
1,147.30
100.13
Permit
ENG
Curb Cores
Cost Estimate Without Third Party Plan Ck Fee Calculation With Third Party Plan Check See"Improvements" section above Fee Amount
Tract Map - Lots < 2.5
Fee Amount
Small Utility

76.14 646.66 per year
Tract Map - Lots > 2.5
1,147.30
1,720.95
Medium Utility
Inspection
Large Utility (Cost Estimate over $10,000) See "Improvements" section above Fee Calculation
Monument Inspection
Acres ENG
Type Fee

62.58 Traffic Control Type Fee

83.44 Inspection 41.72
(Per day)

8.34 per page

52.15 each

76.14Blanket Permit
Other
35 703
III. Engineering/Public Works - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Dept Fee type
ENG Security Deposit Administration Fee
ENG Misc Fee (FedEx, Copies, etc)
1,022.14
Bond Release/Reduction/Replacements 745.75
At-risk Submittals (15-25%)
Additional Submittals (>4)
Statewide Community Infrastructure Program (SCIP) application and construction costs/invoice review
Engineering Agreements for Community Facilities District Reviews, Hourly
CALTRANS Landscape Agreement
25% of original fee
Actual cost
2,993.41
1,831.51
511.07
Actual Cost
Penalty if Work Started Without Permit - Grading or
Encroachment
1% of Cash Security
Permit extensions require additional Inspection Fee
based on remaining work.

Permits issued for one (1) year construction period
Grading or Encroachment
Over the Counter Plan Check Charged at prevailing hourly rate Other Fees

TYPE ENG
Plan check fees assume maximum of four (4) plan checks. Additional plan check may require additional fees. 521.5.00 or as Determined by PW Director
Engineer's Cost Estimate, Fee Calculation Worksheet, Fees May be subject to modification by PW Director Should Engineer's Cost Estimate amount increase during Plan Check Additional plan check fees will be required.

Charged at prevailing hourly rate
Permits - PW Inspection for Overtime Work Charged at 1.5 times prevailing hourly rate.

Fee Amount
Final WQMP w/ Approved Preliminary - Commercial
Final WQMP w/ Approved Preliminary - Residential
4,693.50
WQMP Plan Checks
Wireless Facilities Plan Check Charge based on estimated actual cost.

Legal Review Charged at actual cost.
36 704
IV. Planning - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Fee Amount
702.98
682.12
Deposit Fee Amount
15,645.00
10,430.00
3,129.00
674.82
Deposit
10,430.00
Fee Amount
1,043.00
Fee Amount
132.46
Fee Amount
1,668.80
9,387.00
5,493.48
6,781.59
4,497.42
2,786.90
Deposit
10,430.00
Fee Amount
14,991.04
9,948.13
12,378.32
2,217.42
3,556.63

15.65 69.88
1,730.34
982.51
10,430.00
Development Review - Fire
Master Development Plan1
Development Code Amendment
Development Code Amendment3
Addressing
Addressing (1 to 5 addresses)
Addressing - Each additional 25 addresses
Annexation3
Appeal
Block Party
Addressing
Addressing
Addressing
Development Agreement3
Development Agreement Amendment3
Development Agreement Annual Review
Estopel Agreements
Development Agreements
Administrative Alcohol Use
Development Plan Permit - Minor Improvements
Conditional Use Permit (CUP)/Minor Conditional Use Permit (MCUP) - Substantial Conformance Development Plan (Multi-family) - per unit
Development Plan (Comm/Ind) - per acre
Development Review Committee Resubmitted Fee for 3rd + Review Conditional Use Permits
Development Plan Permit - Revised Permit (Hearing)2
Development Plan Permit - Minor Substantial Conformance Development Plan Permits
Development Plan Permit (Hearing)2
Development Plan Permit (Administrative)2
Conditional Use Permit (CUP)1
Minor Conditional Use Permit (MCUP)1
Conditional Use Permit (CUP) - Revised Permit1
Minor Conditional Use Permit (MCUP) - Revised Permit1
37 705
IV. Planning - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Deposit Fee Amount
4274.214 + Consultant Contract
Amount
20,860.00
1,063.86
Deposit Fee Amount
2,712.84
Deposit Fee Amount
106.39
Deposit Fee Amount
10,430.00

52.15 Deposit Fee Amount

63.62 Fee Amount
Actual Consultant Cost
Actual Consultant Cost
Fee Amount
2,086.00
Fee Amount
172.10
146.02
677.95
192.96
Fee Amount
6,080.69
Deposit Fee Amount
1,043.00
Pre-Application Review Multi-Family 2,607.50
Large Family Day Care
Large Family Day Care
Phasing Plan/Map
Noticing (In accordance with MMC 16.76)
Notice - Mailed (includes postage/paper costs)
Newspaper Notice - Standard Ad
Newspaper Notice - Display Ad
Notice - Property Posting (Per sign)
Environmental Review
Extension of Time
Filming Permit
General Plan
Home Occupation Permit
General Plan Amendment3
Extension of Time
Filming Permit
Environmental Assessment (Initial Study/ND/MND)7
Environmental Impact Report5,7
MSHCP: JPR or DBESP or HANS
Landscape Plan Check/Inspection
Landscape Inspection
Landscape Plan Check (Per sheet not counting title sheet. Up to 3 plan checks) General Plan Update
Home Occupation Permit
Pre-Application Review
Pre-Application Review
Phasing Plan/Map
38 706
IV. Planning - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Fee Amount
938.00
533.00
Fee Amount
1,386.15
752.00

56.32 Deposit
20,860.00
10,430.00
Fee Amount
987.72
772.86
4,660.12
Fee Amount
12,865.41
$ 1,043.00
Fee Amount
427.00
Deposit Fee Amount
15,645.00
15,645.00
15,645.00
10,430.00
7,052.77
10,430.00
Tentative Parcel Map - Revised (Major)2 8,173.99
4,249.18
10,430.00

26.08 4,077.09
6,526.05
Short-Term Vacation Rentals
Non-Hosted Application/Renewal
Hosted Application/Renewal
Specific Plan Amendment3
Street Names
Surface Mining Permit
Surface Mining Permit2
Tentative Maps9
Tentative Tract3
Tentative Condo Map3
Tentative Parcel Map - Residential3
Tentative Parcel Map - Commercial/Industrial3
Temporary Use Permit
Temporary Use Permit4
Sign Program
Sign Program Amendment
Sign Permit (1-4 signs)
Tentative Tract - Revised (Major)3
Vesting Tentative Tract or Parcel Map - Revised (Minor)7 Vesting Tentative Tract or Parcel Map - Revised (Major)3 Per Lot
Parcel Merger
Reversion to Acreage
Street Names
Street Name Change (Hearing)6
Tentative Tract or Parcel Map - Revised (Minor)2
Street Names
Sign Program
Specific Plans
Specific Plan3
39 707
IV. Planning - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Fee Amount
2,607.50
2,086.00
208.60
Deposit Fee Amount
10,430.00
285.78

88.66 Fee Amount
323.33
234.68
Notes:
1 2
3 4
5 6
7 8
9 10
Short-Term Vacation Rentals
Non-Hosted Application/Renewal Fee
Hosted Application/Renewal Fee
If two or more deposit applications are filed concurrently, then the deposit amount is the highest deposit application Actual Charges for any additional city services.

An entity with an IR Code Section 501c3 tax exemption may request a fee reduction of 25% with proof of 501c3 status.

Actual charge is "fully burdened" rate, plus Consultant Contract Amount.

Plus applicable Noticing Fees.

Plus applicable General Plan Update Fee and Noticing Fees (If not associated with another application (i.e. Development Plan, Tentative Map, General Plan Amendment, etc.)
Actual charge is "fully burdened" rate, plus General Plan Update Fee, Environmental Review Fee and Noticing Fees.

Plus applicable General Plan Update, Environmental Review and Noticing Fees.

Plus applicable Per Acre/Unit/Lot Fee, General Plan Update, Environmental Review Fee and Noticing Fees (Round Per Acre or Unit to nearest whole number).

Zoning
Zone Change3,5
Zoning/Project Information Letter/Research for 2 hours
Variance (Administrative)6
Zoning/Project Information Letter/Research, each additional 1 hour If concurrent Development Plan and Conditional Use Permit or Tentative Map and Development Plan applications are submitted, then the lesser of the two applications shall be 25% less.

Variance
Variance (Public Hearing)6
Reasonable Accomodation
40 708
V. Fire - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Fire Sprinklers
Plan Check Fire Consultant Inspection
147.06 302.47 189.83
233.63 462.05 233.63
320.20 462.05 276.40
406.77 683.17 320.20
320.20 555.92 362.96
402.60 555.92 449.53
449.53 555.92 579.91
579.91 555.92 753.05

47.98 49.02
189.83 344.19 320.20
276.40 555.92 406.77

45.89 Fee Type Plan Check Fire Consultant Inspection
147.06 323.33 189.83
233.63 503.77 233.63
320.20 503.77 320.20
406.77 683.17 449.53
147.06 512.11
276.40 554.88
320.20 598.68
406.77 685.25
579.91 814.58
Fire Alarm Submittal – New System (Per System) 555.92
206.51 150.00
Fee Type
Automatic Fire Sprinkler System– New System (plan check, weld inspection, hanger/brace inspection, hydrostatic test final test) (301-700 heads)
Fire Alarm
Tenant Improvement (11-50 heads)
Home Sprinkler System- Additional Hydraulic Calculation Tenant Improvement (1-10 heads)
Tenant Improvement (51-100 heads)
Tenant Improvement (100+ heads)
Automatic Fire Sprinkler System - New System (plan check, weld inspection, hanger/brace inspection, hydrostatic test final test (1-100 heads)
Automatic Fire Sprinkler System– New System (plan check, weld inspection, hanger/brace inspection, hydrostatic test final test) (101- 300 heads)
Automatic Fire Sprinkler - New System- Additional Hydraulic Calculation Per Building
Home Sprinkler System - Per 13D Residence (Up to 5,000 sq. ft.) Automatic Fire Sprinkler System– New System (plan check, weld inspection, hanger/brace inspection, hydrostatic test final test) (700+ heads)
Automatic Fire Sprinkler - New System- Additional Floor Per Building Home Sprinkler System - Per 13D Residence (More than 5,000 sq. ft.) Fire Alarm Tenant Improvement (1-10 devices)
Fire Alarm Tenant Improvement (11-50 devices)
Fire Alarm Tenant Improvement (51-100 devices)
Fire Alarm Tenant Improvement (101+ devices)
Fire Alarm Tenant Improvement (For each Communicator - Landline to Wireless)
Fire Alarm Submittal –New System (1-10 devices)
Fire Alarm Submittal – New System (11-50 devices)
Fire Alarm Submittal – New System (51-100 devices)
Fire Alarm Submittal – New System (101+ devices)
Fire Alarm Submittal – New system each additional floor 41 709
V. Fire - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Special Structures: Four or more stories, special hazards, etc.

Plan Check Fire Consultant Inspection
772.86 865.69 599.73
946.00 993.98 772.86
Plan Check Fire Consultant Inspection
233.63 448.49 233.63
406.77 448.49 406.77
579.91 677.95 579.91
772.86 677.95 772.86
946.00 677.95 946.00
1,119.14 865.69 1,119.14
Plan Check Fire Consultant Inspection
448.49 406.77
657.09 579.91
189.83 417.20 233.63
233.63 333.76 233.63
233.63 782.25 211.73
233.63 417.20 276.40
233.63 417.20 233.63
406.77
Plan Check Fire Consultant Inspection
233.63 677.95 233.63
147.06 233.63
Residential Daycare Facility (small and large)
Residential Detox Facility
Care Services
Pre-Inspection
Residential Care Facility
Wildland Urban Interface Fuel Modification
Number of Units
(Applies to both fire sprinkler systems and building plans as separate submittals.) Fire On-site Underground Water Systems (10 or more hydrants) Multi-Family/Motel/Hotel: Applies to both building and fire sprinkler plans as separate submittals High-rise (over 55')
Fire On-site Underground Water Systems (1-9 hydrants)
Fire Protection Systems
Building Plan Check/Field Inspection
Fee Type
Nitrous Oxide/Oxygen Systems, Compressed Gas Tanks & Related Systems
3 to 6 Units
Hood Duct Systems
Halon System
Spray Paint Booth
Private On-site Water Tank System (Rural areas)
Fuel Storage
Fee Type
Above/Underground Fuel Storage
Tank Removal
Description Inspection
Fee Type
7 to 14 Units
15 to 49 Units
50 to 99 Units
100 to 149 Units
150 + Units
276.40
276.40
276.40
42 710
V. Fire - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Fire Safety Business Inspection
Existing Business - Up to 3,000 sq. ft. (Includes one re-inspection)* Existing Business Inspection- Larger than 22,000 sq. ft. (Includes one re-inspection)*
Existing Business Inspection- up to 3,001 – 6,000 sq. ft. (Includes one re-inspection)*
Existing Business Inspection- up to 6,001 – 11,000 sq. ft. (Includes one re-inspection)*
Existing Business Inspection- up to 11,001 – 22,000 sq. ft. (Includes one re-inspection)* 321.24
* For all Business Inspections : Another inspection fee will be charged for additional follow-up inspections on outstanding non-compliance items.
407.81
Type Fee
148.11
191.91
234.68
43 711
V. Fire - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Fee Amount Plan Check Inspection
233.63 147.06
233.63 147.06
320.20
147.06
260.75
225.29 + Contractor
Services
Burn Permit 160.62
Lift Assist Home Care Facility (Hourly, per engine) 309.77 Fire Investigation Work (Hourly, per engine) 561.13
Site Plan Review 147.06

49.02 316.03
826.06
Deposit
Conference Room Rental at Fire Station 1 or 4 (Room only/no computer equipment) Non-Profit
Resident
Non-Resident
Plan Check Fire Consultant Inspection
147.06 427.63 233.63
233.63 526.72 233.63
320.20 657.09 406.77
926.18 657.09 753.05
Plan Check Fire Consultant Inspection
147.06 302.47 233.63
233.63 417.20 233.63
320.20 500.64 406.77
926.18 500.64 753.05
Miscellaneous Fees
Tents and Air Supported Structures
Final Map/ Mylar Review
Special Events/Outdoor Assembly
Site Plan Review – Fire Flow Forms
Medical Facilities + 5 year Inspection
Other Miscellaneous Inspections
Fire Code Appeal
Engine Company Standby hourly, per engine
Medic Patrol Standby hourly, per engine
Follow-up Inspections for Non-compliance
Weed Abatement Administrative Fee
Fee Type
Fee
551.75
282.65
Fee Type
Drunk Driving Accident Cost Recovery, per hour 570.52
New Building: 10,001 to 20,000 Sq. Ft.

New Building: more than 20,000 Sq. Ft.

New Building: High-rise (over 55 feet)
Architectural New Construction - Multi-Family/Hotel/Motel Special Structures - four (4) or more stories, special hazards, etc.

Fee Type
New Building: 1 to 10,000 Sq. Ft.

New Building: 10,001 to 20,000 Sq. Ft.

New Building: more than 20,000 Sq. Ft.

New Building: High-rise (over 55 feet)
Architectural Tenant Improvements - Multi-Family/Hotel/Motel Special Structures - four (4) or more stories, special hazards, etc.

Fee Type
New Building: 1 to 10,000 Sq. Ft.
44 712
V. Fire - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Fee

30.25 127.25
212.77
170.01
170.01
212.77
212.77
148.11

83.44 170.01
303.51
212.77
170.01
212.77
127.25
212.77
127.25
170.01
127.25
321.24
127.25
127.25
127.25
212.77
127.25
170.01
105.34
127.25
148.11
343.15
127.25
127.25
234.68
148.11
127.25
170.01
170.01
127.25
127.25
127.25
127.25
365.05
148.11
321.24
Permits
Candles/Open Flame in Assembly Areas - Ongoing Permit
Hazardous Materials - Store/Handle/Use - Renewal Permit Hazardous Production Materials
Flammable or Combustible Liquids - Retail Storage
Flammable or Combustible Liquids - Pipelines/Operations/Excavation Flammable or Combustible Liquids - Containers/Tanks - Initial Permit Flammable or Combustible Liquids - Containers/Tanks - Renewal Permit Flammable or Combustible Liquids - Underground Tanks
Flammable or Combustible Liquids - Tank Removal
Flammable or Combustible Liquids - Tank Vehicles - Initial Permit Fee Type
Fire Alarm Permit Residential and Commercial - per year Aerosol Products - Warehouse and Storage
Asbestos Removal
Auto Wrecking Yard
Battery System
Bowling Pin/Alley Refinish - Initial Permit
Bowling Pin/Alley Refinish - Renewal Permit
Candles/Open Flame in Assembly Areas - Single Use
Firework Pyrotechnic Special Effects - Theatrical/Movies Firework Aerial Display - includes ground displays
Cryogen Use - review plans, installation, inspection, use. Initial Permit Cryogen Use - review plans, installation, inspection, use. Renewal Permit Dry Cleaning Plants - Initial Permit
Dry Cleaning Plants - Renewal Permit
Dust Producing Operation - Initial Permit
Dust Producing Operation - Renewal Permit
Explosive or Blasting Agents - Permit for 2 Blasts only Explosive or Blasting Agents - Additional Permit for more than 2 Blasts Firework Grounds Displays
Carnivals and Fairs
Cellulose Nitrate Film
Cellulose Nitrate Storage
Combustible Fiber Storage
Combustible Material Storage
Compressed Gas - store/handle/use - Initial Permit
Compressed Gas - store/handle/use - Renewal Permit
Commercial Rubbish Handling Operation - Initial Permit
Commercial Rubbish Handling Operation - Renewal Permit
Flammable or Combustible Liquids - Tank Vehicles - Renewal Permit Fruit Ripening Process Permit
Fumigation or Thermal Insecticides Fogging
Hazardous Materials - Retail Storage
Hazardous Materials - Store/Handle/Use - Initial Permit Aerosol Products - Retail Storage
45 713
V. Fire - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Fee
321.24
191.91
212.77
148.11
148.11
127.25
212.77
127.25
212.77
127.25
365.05
234.68
212.77
127.25
127.25
191.91
278.48
191.91
191.91
256.58
234.68
127.25
127.25
321.24
170.01
127.25
321.24
170.01
212.77
170.01
254.49

18.77 18.77

18.77 Permits (Continued)
Fee Type
High Piled Combustible Stock - Initial Permit
High Piled Combustible Stock - Renewal Permit
LPG - Non Single Family Dwelling
LPG - Single Family Dwelling
Liquid or Gas Fueled Vehicles or Equipment in Assembly Buildings Open Fires - Bonfires
Organic Coatings - Initial Permit
Organic Coatings - Renewal Permit
Ovens - Industrial Baking/Drying - Initial Permit
Motor Vehicle Fuel Dispensing Station
Motor Vehicle Refueling Unit
Lumber Yards
Mall Covered
Spraying or Dipping - Renewal Permit
Tents/Canopy/Membrane Structures < 100 occupants
Tents - all others - more than 100 occupants
Tire Storage
Wood Products
Hot Work and Cutting Operations (within occupancy and mobile) Defensible Space Inspection (DSI)
Ovens - Industrial Baking/Drying - Renewal Permit
Places of Assembly - 50 to 100 people
Places of Assembly - 101 to 300 people
Places of Assembly - more than 300 people
Radioactive Materials - Initial Permit
Radioactive Materials - Renewal Permit
Refrigeration Equipment Installation or Operations - Initial Permit Refrigeration Equipment Installation or Operations - Renewal Permit Repair Garages
Billing Fee per invoice for annual business inspections Billing Fee per invoice for new construction or T.I. inspections Billing Fee per invoice for permit use inspections.

Special Use/Event Permit
Spraying or Dipping - Initial Permit
46 714
V. Fire - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Fee
365.05
104.30
307.69
365.05
365.05
177.31
495.43
573.65
260.75
281.61
1,251.60
417.20
876.12
391.13
417.20
625.80
740.53
1,538.43
391.13
573.65
469.35
782.25
229.46
229.46
208.60
125.16
114.73

1.04 Fee Type
Alarm System Two-Story Building
Additional Floors - cost per additional floor
Sprinkler System T.I.

Sprinkler System T.I. with calculations
Sprinkler System New
Additional Riser/Floor control in same building.

Underground system
Fire Pump system
Standpipe System
Engineered System (H&D, Clean Agent, etc.) per system.

Smoke Control
Special System / Process. (HPS, AST, UST, Spray Booth etc.) each.

Hazardous Material Disclosure
Architectural - T.I.

Architectural - NewR-3
Architectural - New Non R-3
Architectural - New > 3-story or R-1/R-2 with more than 50 units Revisions
Additional Reviews past 3rd review
Expedite Plan Check per submittal
Plans Examiner Consultant Fees
Time & Material hourly rate
Consultant Inspections per hour
Records Retention - plans and reports, per page
Architectural - high rise buildings >75'. Review is per building Development Review (FD access / CUP, etc.)
Fire Protection Plan
Fuel Modification Plan (single family residence)
Fuel Modification Plan (multi family, tract, commercial) 47 715
V. Fire - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Fee Type
Notes:

1.00 Insurance Requirements: Evidence of a valid certificate of insurance is required and must be submitted to the Fire Department at Station 1 located at 41825 Juniper Street prior to usage of the conference room. Required insurance coverage is $100,000.00 along with naming the City of Murrieta as an additional insured to the premises.

13.56 Fire Investigation Report 10.43
Fire Investigation Report with copied pictures (if available) Fee

10.43 13.56
Incident Report
Incident Report with copied pictures (if available)
Copies
Hazardous spills and clean-up Actual Cost
Fee Type
False Fire Alarm Response (Murrieta Municipal Code 8.04.050) Fee
Third False Alarm (within a 30 day period, and after 1st and 2nd warning notice of violation has been mailed or delivered to owner or tenant)
100.00
Fourth False Alarm (within 60 day period) 185.00
Fifth and Subsequent False Alarms (within 90 to 365 days) 300.00 48 716
VI. Police - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Police Services
Description Fee Amount
Live scan Rolling Fee (other state and federal fees may apply) 20.00 Civil Subpoena 150.00 Deposit for each day
Clearance Letter 17.73
Letter with Notary Public Certification 20.00
Photographs Fee Amount
Digital Photographs 20.86 (up to 10 photo's; thereafter $ 1.00 per photo) Miscellaneous Fees Fee Amount
Audio Tapes Duplication 20.86
Business License Background Check 213.82
Business License Live Scan 71.97
Background Investigation (non-law enforcement) 17.73
Traffic Accident Reports - Review/Processing Fee 18.77 (first 10 pages; 0.50 per page thereafter) Crime Reports - Review/Processing Fee 5.22
Incident Reports - Reviewing/Processing Fee 10.43 per incident Concealed Weapon Permit (CCW) Fee Amount
Initial Permit (Does not include fingerprinting or training) 10 Renewal 2
Amended Permit 10.

Towing/Impound/Storage Fees Fee Amount
Release 70.92
30 Day Impound Release 231.55
Processing Fee 87.61 per firearm
Storage Fee 27.12 per month/ per firearm
Retired Officer Range Qualification Fee 31.29
Firearms Range (Non-Murrieta Police Department)
Actual officer appearance costs and mileage billed against the deposit.

Stored/Impound Vehicles
Firearms Storage Fee - In accordance with Penal Code Section 12021.3(j)(1) In compliance with Government Code 68097.2
49 717
VI. Police - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Business Permits Fee Amount
Taxi Cab Business Permits
Taxi Cab Business Permit Fee (see Business License fee schedule) 104.30 Taxi Cab Permit Fee 70.92
Taxi Driver Permit Fee 70.92
Massage Permits/Renewal 213.82
Bingo Permit 213.82
Medicinal Cannabis Permit 342.00
Permit Renewal Delinquent Penalty
After 30 Days 25% of Original Fine
After 60 Days 50% of Original Fine
After 90 Days 100% of Original Fine
Citation (Municipal Code and Parking) Delinquent Penalty Fine Amount After 30 Days 25% of Original Fine
After 60 Days 50% of Original Fine
After 90 Days 100% of Original Fine
False Alarm Response (Murrieta Municipal Code 8.04.050) Fee Amount Fourth False Alarm (Within 365 day period) 100.00
Fifth False Alarm (Within 365 day period) 150.00
Sixth and Subsequent False Alarm (Within 365 day period) 200.00 On the third false alarm, a letter shall be sent to the responsible party for the premises, advising him or her that a service charge shall be imposed for each subsequent false alarm during the three hundred sixty-five-day period. 50 718
VII. Code Enforcement - Fee Schedule City of Murrieta, Fiscal Year 2024-2025

DESCRIPTION FEE AMOUNT
Initial Investigation
143.93 per hour plus actual cost
Second Initial Investigation (same case)
143.93 per hour plus actual cost
Citation and Non-Compliance Follow-up Investigation
149.15 per hour plus actual cost
Trial Preparation, Trial, Compliance Follow-up Investigation 149.15 per hour plus actual cost
Administrative Citations
1st Violation per Murrieta Municipal Code 1.26.030 Not to exceed 100.00 2nd Violation per Murrieta Municipal Code 1.26.030 Not to exceed 200.00 3rd Violation per Murrieta Municipal Code 1.26.030 Not to exceed 500.00 1st Violation Short-Term Vacation Rental 1,500.00
2nd Violation Short-Term Vacation Rental 3,000.00
3rd Violation Short-Term Vacation Rental 5,000.00
Administrative Citation Delinquent Penalty
After 30 Days 25% of Original Fine
After 60 Days 50% of Original Fine
After 90 Days 100% of Original Fine
Property Registration Amount
Lender Registration on Vacant Homes 101.17
Temporary Sign Permit 88.66
Citation issuance, report writing, court routing, court case file preparation, pretrial follow-up investigation, arraignment.

Pre-trial follow-up investigation, evidence organization, trial preparation, trial sentencing, compliance follow-up.

Nuisance Abatement
Takes effect once the investigation of a public nuisance(s) has been declared by a Notice to Abate or a court citation has been issued and non-compliance continues requiring further enforcement action.

Intake complaint, research, case preparation, field investigation, initial discovery, notice of violation, evidence collection, report writing.

Case file review, 2nd field investigation, report writing, case closure or proceed with 3rd follow-up investigation.
51 719
VIII. Animal Control - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Description Fee Amount
Unaltered Dog
1 year license $ 50.00
2 year license $ 100.00
3 year license $ 150.00
Altered Dog
1 year license $ 15.00
2 year license $ 20.00
3 year license $ 25.00
Altered Dog (Senior Citizen 60 yrs )
1 year license $ 8.00
2 year license $ 10.00
3 year license $ 12.00
Late License
Penalty $ 20.00
Senior Citizen Penalty $ 15.00
Description Fee Amount
Altered Animal
1st Impound $ 20.00
2nd Impound $ 30.00
3rd Impound $ 40.00
Unaltered Animal
1st Impound $ 30.00
2nd Impound $ 40.00
3rd Impound $ 50.00
Female in Season
1st Impound $ 30.00
2nd Impound $ 50.00
3rd Impound $ 70.00
Declared Vicious or Potentially Dangerous
1st Impound $ 50.00
2nd Impound $ 75.00
3rd Impound $ 100.00
Plus daily boarding fee - dogs/cats/fowl $ 7.00
Plus daily boarding fee - swine/goats/other $ 10.00
Transfer of Ownership Fee $ 6.00
Replacement of Lost License Tag $ 6.00
Dog and Cat Impound Fee (fees are based on impounds in a 365 day period) Dog License
52 720
VIII. Animal Control - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Description Fee Amount
Class I Kennel (5 - 10 dogs)
1 year license $ 280.00
2 year license $ 400.00
Class II Kennel (over 10 dogs)
1 year license $ 400.00
2 year license $ 650.00
Class III Rescue Kennel (up to 10 dogs - all must be altered) 1 year license $ 160.00
2 year license $ 220.00
Cattery
1 year license $ 200.00
2 year license $ 260.00
Late License 50% of applicable one-year license fee
Kennels & Catteries License
53 721
IX. Business License - Fee Schedule City of Murrieta, Fiscal Year 2024-2025

FLAT RATE FEE SCHEDULE
Incremental
From To Business License Fee Flat Fee Total Fee

0.00 500,000.00 0.00 104.30 104.30
500,001.00 600,000.00 70.20 104.30 174.50
600,001.00 700,000.00 83.00 104.30 187.30
700,001.00 800,000.00 96.60 104.30 200.90
800,001.00 900,000.00 109.80 104.30 214.10
900,001.00 1,000,000.00 123.00 104.30 227.30
1,000,001.00 1,250,000.00 139.50 104.30 243.80
1,250,001.00 1,500,000.00 159.30 104.30 263.60
1,500,001.00 1,750,000.00 172.50 104.30 276.80
1,750,001.00 2,000,000.00 189.00 104.30 293.30
2,000,001.00 2,500,000.00 205.50 104.30 309.80
2,500,001.00 3,000,000.00 222.00 104.30 326.30
3,000,001.00 3,500,000.00 238.50 104.30 342.80
3,500,001.00 4,000,000.00 255.00 104.30 359.30

6.26 per machine

6.26 per vehicle per yearVehicle Tag (company vehicles with advertising used for the delivery of personal property or services)

12.52 Issue refund of license fees,
less $35.00 processing fee.

New license fee

12.52 4.00 per year
New Ownership
Replacement of Lost License
State Fee SB 1186 per Business License
Name Change
Flat Rate Fee Schedule (supersedes Gross Receipt Schedule) 104.30 Non-Approved Business License
Vending Machine Tag

SET FEE

12.52 per day/ 36.72 max per event

5.22 per vendor

25.03 12.52

DESCRIPTION
Temporary Vendor Permit (Special Events only)
Late Fee - Temporary Vendor Permit (Special Events only) Business License List
Change of Address
Category I
Flat rate of 104.30 for gross receipts to 500,000.00
Over 500,000: flat rate plus incremental business license fee.

Gross Receipts of Business
Over 4,000,000 = Flat fee plus 255 plus .0075% of gross receipts exceeding 4,000,000. 54 722
IX. Business License - Fee Schedule City of Murrieta, Fiscal Year 2024-2025

FLAT RATE FEE SCHEDULE
Incremental
From To Business License Fee Flat Fee Total Fee

0.00 500,000.00 0.00 104.30 104.30
500,001.00 600,000.00 118.60 104.30 222.90
600,001.00 700,000.00 136.20 104.30 240.50
700,001.00 800,000.00 153.80 104.30 258.10
800,001.00 900,000.00 171.40 104.30 275.70
900,001.00 1,000,000.00 189.00 104.30 293.30
1,000,001.00 1,250,000.00 211.00 104.30 315.30
1,250,001.00 1,500,000.00 237.00 104.30 341.30
1,500,001.00 1,750,000.00 255.00 104.30 359.30
1,750,001.00 2,000,000.00 277.00 104.30 381.30
2,000,001.00 2,500,000.00 299.00 104.30 403.30
2,500,001.00 3,000,000.00 321.00 104.30 425.30
3,000,001.00 3,500,000.00 343.00 104.30 447.30
3,500,001.00 4,000,000.00 365.00 104.30 469.30

FLAT RATE FEE SCHEDULE
Incremental
From To Business License Fee Flat Fee Total Fee

0.00 500,000.00 0.00 104.30 104.30
500,001.00 600,000.00 167.00 104.30 271.30
600,001.00 700,000.00 189.00 104.30 293.30
700,001.00 800,000.00 211.00 104.30 315.30
800,001.00 900,000.00 233.00 104.30 337.30
900,001.00 1,000,000.00 255.00 104.30 359.30
1,000,001.00 1,250,000.00 282.00 104.30 386.30
1,250,001.00 1,500,000.00 315.50 104.30 419.80
1,500,001.00 1,750,000.00 337.50 104.30 441.80
1,750,001.00 2,000,000.00 365.00 104.30 469.30
Flat rate of 104.30 for gross receipts to 500,000.00
Over 500,000: flat rate plus incremental business license fee.

Gross Receipts of Business
Category III
Flat rate of 104.30 for gross receipts to 500,000.00
Over 500,000: flat rate plus incremental business license fee.

Gross Receipts of Business
Over 2,000,000 = Flat fee plus 365 plus .02% of gross receipts exceeding 2,000,000.

Category II
55 723
IX. Business License - Fee Schedule City of Murrieta, Fiscal Year 2024-2025

FLAT RATE FEE SCHEDULE
Incremental
From To Business License Fee Flat Fee Total Fee

0.00 30,000.00 68.75 104.30 173.05
30,001.00 40,000.00 81.25 104.30 185.55
40,001.00 50,000.00 96.25 104.30 200.55
50,001.00 60,000.00 110.00 104.30 214.30
60,001.00 80,000.00 123.75 104.30 228.05
80,001.00 100,000.00 137.50 104.30 241.80
100,001.00 125,000.00 151.25 104.30 255.55
125,001.00 150,000.00 165.00 104.30 269.30
150,001.00 175,000.00 178.75 104.30 283.05
175,001.00 200,000.00 192.50 104.30 296.80
200,001.00 250,000.00 206.25 104.30 310.55
250,001.00 300,000.00 220.00 104.30 324.30
300,001.00 350,000.00 233.75 104.30 338.05
350,001.00 400,000.00 247.50 104.30 351.80
400,001.00 450,000.00 261.25 104.30 365.55
450,001.00 500,000.00 275.00 104.30 379.30
500,001.00 600,000.00 302.50 104.30 406.80
600,001.00 700,000.00 330.00 104.30 434.30
700,001.00 800,000.00 357.50 104.30 461.80
800,001.00 900,000.00 385.00 104.30 489.30
900,001.00 1,000,000.00 412.50 104.30 516.80
1,000,001.00 1,250,000.00 446.25 104.30 550.55
1,250,001.00 1,500,000.00 488.00 104.30 592.30
1,500,001.00 1,750,000.00 516.00 104.30 620.30
1,750,001.00 2,000,000.00 550.00 104.30 654.30
Over 2,000,000 = Flat fee plus 550 plus .02% of gross receipts exceeding 2,000,000.

Category IV
Flat rate of 104.30 plus incremental business license fee.

Gross Receipts of Business
56 724
X. Library - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Borrower's Cards
Description
Replacement for lost/damaged card *
Library Special Services
Description
Interlibrary Loan (ILL)*
Public Computer Guest Pass - Adult Only*
Unclaimed Holds*
Overdue Fines - All Materials
Description
Adult, per day *
Maximum *
All Media, per day*
All Media, maximum*
Lost item*
Library of Things, per day*
Library of Things, Maximum*
Damaged/Lost
Description
Bar Code or RFID*
Recorded Books/CDs*
CD or DVD Case*
Book/CD Kits*
Library of Things Cleaning Fee*
Printing and Photocopying
Description
Black & white (per page)*
Color (per page)*
3D printing per gram*
Fee Amount

2.61 5.22

5.22 0.78

0.26 5.22

0.26 2.09

7.30 per case

5.22 per item

5.22 Full Cost + $10 non-refundable handling fee

0.26 1.04

10.43 per piece

36.51 per kit
Fee Amount
Fee Amount
Fee Amount
Fee Amount

0.26 0.78

0.16 57 725
X. Library - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Facility Rental Fees
Description
Community Room
Resident Private/Political/Religious/Commercial*
Non Resident Private/Political/Religious/Commercial*
Non-Profit*
Community Room and Garden
Resident Private/Political/Religious/Commercial*
Non Resident Private/Political/Religious/Commercial*
Non-Profit*
Piano Use*
Kitchen Use*
Community Room Required Insurance Coverage*
Event Security for events where alcohol is consumed *
Notary Services
Notary Public Services*
Miscellaneous Fees
Description
Mending (pages, spines, pen/pencil marks, etc.) *
Tote Bag*
Reading Glasses*
Pencils*
Lost Item*
Study Room Reservations*
Passport Fees
Description
Passport execution fee
First-time adult passport book application fee
First-time adult passport card application fee
First-time adult passport book and card application fee Minor passport book application fee (under 16)
Minor passport card application fee (under 16)
Minor passport card and book application fee (under 16) Passport photo fee
* Amounts are shown with approved increases. Due to limitations with the payment kiosk not accepting or disbursing pennies, all library fees will be implemented in $0.05 increments and will not exceed the published rate.

Deposit: 300.00; 52.15 per hour rental rate

5.22 5.22

0.26 Deposit: 300.00; 166.88 per hour rental rate
Deposit: 300.00; 31.29 per hour rental rate
115.00

15.00 per photo
Fee Amount

35.00 130.00

30.00 160.00
100.00

15.00 Full Cost + $10 non-refundable handling fee

31.29 per rental
100.00 deposit

15.00 per signature

3.13 per mending

5.22 Deposit: 300.00; 114.73 per hour rental rate
Fee Amount
139.76 per officer per hour
Fee Amount
100,000.00
Deposit: 300.00; 208.60 per hour rental rate
Deposit: 300.00; 312.90 per hour rental rate
58 726
XI. Parks & Recreation - Fee Schedule

DESCRIPTION
Recreation Classes
Resident Fee Non-Resident Fee
Instructor Led Classes 1.04 minimum - 228.42 maximum 1.04 minimum - 228.42 maximum Little Ones, per session (M,W,F, - 2 weeks) 104.30 104.30 Little Ones, per session (M,W,F, - 4 weeks) 208.60 208.60 Adult Recreation Programs, per class 2.09 minimum - 31.29 maximum 2.09 minimum - 31.29 maximum Ranger Rap - First Child, per event 3.13 3.13
Ranger Rap - Additional Siblings, per event 1.04 1.04
Fees include actual costs (i.e. instructors, materials, supplies) plus 30% overhead for Staff and Facilitiy UseVaries by Class Varies by Class Swimming Pool Passes Resident Fee Non-Resident Fee
Daily Pass (Individual) (Age 1 - 12) 1.04 minimum - 3.13 maximum 3.13 minimum - 6.26 maximum Daily Pass (Individual) (Age 13+) 2.09 minimum - 4.17 maximum 3.13 minimum - 6.26 maximum Punch Pass, per month 20.86 minimum - 62.58 maximum 41.72 minimum - 125.16 maximum Swimming Lessons 52.15 62.58
Pool Rental During Non-Public Hours Resident Fee Non-Resident Fee Pool Party Zone (Only During Public Swim Hours - 5 hour reservation) 26.08 per reservation 52.15 per reservation 1-20 participants (2 Lifeguards needed) 156.45 per hour 197.13 per hour Additional Lifeguard for every 10 additional participants 20.86 per hour 26.08 per hour Special Events/Programs Resident Fee Non-Resident Fee
Programming wristbands 0 minimum -41.72 maximum 3.13 minimum -41.72 maximum Parade fees 0 minimum -41.72 maximum 0 minimum -41.72 maximum City event vendors 0 minimum -417.20 maximum 0 minimum -417.20 maximum Activity wristband 0 minimum -20.86 maximum 0 minimum -20.86 maximum Permit issuance fee 724.89 724.89
Park & Facility Usage Security Deposit Minimum Maximum
Refundable deposit, dependent on size of event and facilities required. 100.00 1,500.00
City of Murrieta, Fiscal Year 2024-2025
(Beginning and Advanced Ballet, Jazz/Tap, Adult Dance, Ballroom Dance, Basketball Skills, T-Ball Skills, Soccer Skills, Football Skills, Youth & Family Bowling, Brighter Beginnings, CPR/First Aid, Dog Obedience, Tiny Tots Gymnastics, Gymnastics - Levels I-V, Hip Hop Tumblers, Riding Horsemanship, Horse Camp, Beginning/Intermediate/Advanced Karate, Preschool Dance, Senior Exercise, Summer Camp, Tap Dance, Beginning & Intermediate Tennis, Water Exercise, Yoga, swimming lessons, etc.) 59 727
XI. Parks & Recreation - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Park Facility Rentals Resident Fee Non-Resident Fee
Skate Park Usage Equipment Renal 1.04 minimum -2.09 maximum 1.04 minimum -2.09 maximum Basketball Court Tournament Fees 20.86 per hour/104.30 per day 26.08 per hour/182.53 per day Softball (per team per game) 46.94 46.94 plus 10.43 per non-resident player
Soccer (per team, per game) 67.80 67.80 plus 10.43 per non-resident player
Baseball (per team, per game) 46.94 46.94 plus 10.43 per non-resident player
Basketball (per team, per game) 57.37 57.37 plus 10.43 per non-resident player
Kickball (per team, per game) 31.29 31.29 plus 10.43 per non-resident player
Snack Bar Usage No Cost (Murrieta Organization) 20.86 per day (Non-Murrieta Orgnzation)
Snack Bar Electricity Actual Cost as billed by Edison Actual Cost as billed by Edison Ball Field Stadium Lighting 20.86 per hour 41.72 per hour Tennis/Basketball Court Lighting 10.43 20.86
Concession Stand Re-Key Fee Actual Cost Actual Cost
Special Field Preparation Fees
(not covered in maintenance contract for park facilities) Park Rental (non CSD Sponsored Classes) 41.72 per hour 41.72 per hour Tennis/Pickleball Court Rental 2.61 per hour (max 4 bookings) 5.22 per hour (max 4 bookings) R/C Track Rental 104.30 per hour 156.45 per hour
Actual Cost Actual Cost
Sports Field Usage Fee per field 26.08 per hr or 156.45 per day + lights (Non-Profit)
per field 31.29 per hr or 234.68 per day
+ lights (For Profit)
60 728
XI. Parks & Recreation - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Parks Reservation Fee Resident Fee Non-Resident Fee
Equestrian Park
Large Arena 31.29 per hour/ 208.60 per day 46.94 per hour/ 312.90 per day Large Arena, Non-profit 15.65 per hour/ 23.99 per day 31.29 per hour/ 208.60 per day Small Arena/Dressage Arena 20.86 per hour/ 130.38 per day 31.29 per hour/ 192.96 per day Small Arena/Dressage Arena, Non-profit 10.43 per hour/ 65.71 per day 15.65 per hour/ 97.00 per day Barn/House 15.65 per hour/ 104.30 per day 26.08 per hour/ 156.45 per day Barn/House, Non profit 8.34 per hour/ 52.15 per day 13.56 per hour/ 78.23 per day Pipe Stable Rental Fee 10.43 per day per stall 10.43 per day per stall Garden 208.60 per day 312.90 per day
Garden, Non-profit 104.30 per day 156.45 per day
Park Open Grass One-Time Event (Large Scale
Reservation)
Non-profit group (Monday-Thursday, per reservation) 52.15 104.30 Non-profit group (Friday-Sunday, per hour) 83.44 130.38 Park Open Grass One-Time Event Reservation
Non-profit group (Monday-Thursday, per reservation) 52.15 104.30 Non-profit group (Friday-Sunday, per reservation) 83.44 130.38 Shade Shelters Resident Fee Non-Resident Fee
Large Shelter at LAHSP (Monday-Thursday) 52.15 104.30
Large Shelter at LAHSP (Friday-Sunday) 83.44 130.38
All others
Per reservation (Monday-Thursday, 5 hours max) 36.51 73.01 Per reservation (Friday-Sunday, 5 hours max) 52.15 83.44 Each Additional Hour over 5 hours 5.22 each hour 5.22 each hour Inflatable Party Jump 8.34 per booking 10.43 per booking Field Overhead Fees per Season Resident Fee Non-Resident Fee Soccer, Baseball, Softball, Volleyball, Lacross, Flag Football 67.80 per team 99.09 per team Football 224.25 per team 328.55 per team
Basketball 26.08 per team 36.51 per team
Travel Ball day use, in addition to reservation fee 10.43 per day 20.86 per day Non-resident Players N/A additional 10.43 per player
61 729
XI. Parks & Recreation - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Facility Rentals (Alderwood and Community Center) Resident Fee Non-Resident Fee Non-profit hourly 104.30 156.45
Private party hourly 156.45 312.90
Staff (if required) Actual Cost Actual Cost
Community Center Annex/House Resident Fee Non-Resident Fee Hourly 52.15 83.44
Non-Profit group (little house only) 26.08 per hour 41.72 per hour Staff (if required) Actual Cost Actual Cost
Youth Center Resident/MVUSD Student Fee Non-Resident/Non-MVUSD Student Fee
Annual Membership/ID Card 31.29 26.08
Lost/Stolen/Replacement ID Card 1.04 1.04
Senior Center Resident Fee Non-Resident Fee
Annual Fitness enter Membership 26.08 31.29
Lost/Stolen/Replacement ID Card 1.04 1.04
Additional Rental Charges Fee Amount
Kitchen (per rental) 130.38
Outside Material Rentals (linens, additional tables, ect.) Actual Cost + 10% admin fee Staff time for clean up (per person hour) 221.12
Tractor Service per hour 41.72
Refuse fee (parties of 200 or more) 78.23
104.30
Insurance Actual Cost
Cleaning Service Fee Actual Cost
Photography Permit Fee on CSD Property Fee Amount
Photography Permit (Proof of Murrieta Business License and Insurance Provisions required.) 79.27 Equipment Sales Fee Amount
Point of sale fee Actual Cost
Downtown Sound System Use Fee Amount
Use Fee 104.30
Staff time per hour (2 hr minimum) 229.46
Late fee charge (if balance not paid in full 10 days prior to rental) 62 730
XI. Parks & Recreation - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Skate Park Facility Rental Fee Amount
Skate Park Private Rental (Resident/Non-Profit), hourly 125.16 Skate Park Private Rental (Non-Resident/For Profit), hourly 148.11 In Honor of Fee Amount
Living Tree Actual Cost
Honor Bench Actual Cost
Military Banners 25.00
Audio/Visual Equipment Rental Fee Amount
Daily Rental (Community Center) 78.23
Daily Rental (Alderwood), 130.38
Event Cancellation Fees Fee Amount
Cancellation (0-4 days) 50% of deposit
Cancellation (5-10 days) 25% of deposit
Refunds
Refunds under $10.00 will be held on account for one full year. If no activity is recorded on the account the refund will be retained by the City.
63 731
XII. Miscellaneous City Wide - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Electric Vehicle Charging Fee Fee Amount
Electric Vehicle Charging 0.22 per kWh
Miscellaneous Building Permit Fees Fee Amount
GIS Processing Fee 5.22
Record Retention 11x17 and smaller 1.04 per page
Record Retention plan size 2.09 per page
Documents/Services Fee Amount
Community Facilities District Formation 10,000.00
City Records on CD/DVD 5.22 each
City Records on Flashdrive 10.43 each (up to 16 GB)
Documents, Reports, Specifications, etc. Actual Printing Cost Fax Transmittals (except agendas) 2.09 per page
PDF files/records (e-mailed)(10 pages max) No Charge up to 10 pages (over 10 pages requires CD) Subpoena for Records (State Law) 15.00 plus cost for copies Subpoena for Appearance (State Law) 275.00 Deposit
Geographic Information Services Fee Amount
Pre-fabricated Maps (in inches)
Size E (34x44 or 36x40) 53.19 each
Size D (22x34) 53.19 each
Size C (17x22) 53.19 each
Size A (8.5x11) and B (11x17) 53.19 each
Photocopies Per Page (except Library) Fee Amount
8 1/2" x 11" and/or 8 1/2" x 14"
Per page black & white 0.52
Per page color 0.78
*FPPC documents as statutorily defined 0.10
11"x17"
Per page black & white 1.04
Per page color 1.56
Larger than 11"x17"
Black and White 1.04
Color 1.56
18” wide paper 2.61 per linear foot
36” wide paper 3.91 per linear foot
Certified Documents - per certification/verification of residency/notary service (state law) 15.00 Per Document 64 732
Solicitors Permits Fee Amount
ID Cards - each individual 15.65
License - each individual 52.15
Fingerprint - each individual See Police Fee Schedule
Background Check - each individual as determined by police See Police Fee Schedule Business License - each organization See Business License Fee Schedule Subscription to City Council Agendas Fee Amount
Regular and Special Meetings
Mailed - Annual 93.87
Faxed - Annual 68.84
Mailed wish SASE provided - Annual (Regular Meetings Only) 43.81 Subscription to City Council Minutes Fee Amount
Regular Meetings Only
Picked up at City Hall (annual) 68.84
Special Meetings
Picked up at City Hall (annual) 31.29
Postage if both are mailed 30.25
Miscellaneous Fees Fee Amount
Copy of Development Code 46.94
Postage and Handling Actual Cost of Postage
Returned Check Fee 23.99
Self-Haul Trash Permit - Annual 86.57
Candidate Filing Fee 26.08
Credit Card Convenience Fee, percentage of transaction 2.9% Third-Party Service Fees Actual Cost
65 733
XIII. Mitigation - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 The following fees are considered to be base fees only. Actual fees will be calculated at the time of issuance of a permit.

Fees may vary due to exemptions, credit or other variables, and are subject to change by the establishing agency.

Agency: Riverside County Habitat Conservation Agency Last update: 8/20/96 Ordinance: 165-96 Residential lots greater than 1/2 acre
Residential lots less than 1/2 acre
All others
Administrative Fee
Agency: County of Riverside Last update: 6/10/08 Resolution: 80-244 Type A
Murrieta Valley $ 4,139.00 per gross ac.

Temecula Valley $ 2,291.00 per gross ac.

Santa Gertrudis Valley $ 1,179.00 per gross ac.

Warm Springs Valley $ 677.00 per gross ac.

Administrative Fee $ 4.00 per unit or per permit
Agency: Western Riverside Council of Governments
Effective Date: March 22, 2010
Summary of Kangaroo Rat Habitat
Collected prior to issuance of Grading Permit or Building Permit Collected prior to issuance of Grading Permit or Building Permit Collected by WRCOG prior to Issuance of GBuilding Permit Summary of TUMF - Transportation Uniform Mitigation Fee Type B
(Residential Lots 1 ac. Or More)(Non-Residential Lots & Residential Lots Less than 1 acre)
$ 250.00 per lot
$ 500.00 per gross ac.
$ 500.00 per gross ac.
$ 4.00 per unit or per permit
Note: 75% Reduction for nonprofit entities.
$ 4,139.00 per lot
$ 2,291.00 per lot
Summary of Area Drainage
$ 1,179.00 per lot
$ 677.00 per lot
66 734
XIII. Mitigation - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 The following fees are considered to be base fees only. Actual fees will be calculated at the time of issuance of a permit.

Fees may vary due to exemptions, credit or other variables, and are subject to change by the establishing agency.

Agency: Western Riverside County Regional Conservation Authority Residential, density < 8.0 d.u.'s per acre 4,236.00 per d.u.

Residential, density 8.0 - 14.1 d.u.'s per acre 1,766.00 per d.u.

Residential, density >14.1 d.u.'s per acre 781.00 per d.u.

Commercial 19,066.00 per acre
Industrial 19,066.00 per acre
Administration Fee 4.00 per unit or per permit
Agency: California Building Standards Commission Ordinance 358-06 Effective Date: January 01, 2009 Resolution:08-2005
Permit Valuation Fee
$1 - 25,000 1.00
$25,001 - 50,000 2.00
$50,001 - 75,000 3.00
$75,001 - 100,000 4.00
Every $25,000 or faction thereof above $100,000 Add 1.00 Summary of BUILDING STANDARDS ADMINISTRATION SPECIAL REVOLVING FUND Collected prior to Issuance of Building Permit
Summary of MSHCP - Multiple Species Habitat Conservation Plan Collect prior to issuance of Grading Permit or Building Permit 67 735
XIII. Mitigation - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 The following fees are considered to be base fees only. Actual fees will be calculated at the time of issuance of a permit.

Fees may vary due to exemptions, credit or other variables, and are subject to change by the establishing agency.

Category 1 Construction * (1 to 3 Story Residential)
Method 1. The fee amount can be calculated from the permit valuation amount using the formula:
(Valuation Amount) x 0.0001 = Fee Amount
Valuation Fee Valuation Fee Valuation Fee Valuation Fee Valuation Fee 0-100 0.01 1,000 0.13 10,000 1.30 100,000 13.00 1,000,000 130.00 200 0.03 2,000 0.26 20,000 2.60 200,000 26.00 2,000,000 260.00 300 0.04 3,000 0.39 30,000 3.90 300,000 39.00 3,000,000 390.00 400 0.05 4,000 0.52 40,000 5.20 400,000 52.00 4,000,000 520.00 500 0.07 5,000 0.65 50,000 6.50 500,000 65.00 5,000,000 650.00 600 0.08 6,000 0.78 60,000 7.80 600,000 78.00 6,000,000 780.00 700 0.09 7,000 0.91 70,000 9.10 700,000 91.00 7,000,000 910.00 800 0.10 8,000 1.04 80,000 10.40 800,000 104.00 8,000,000 1,040.00 900 0.12 9,000 1.17 90,000 11.70 900,000 117.00 9,000,000 1,170.00 Note:
1 2
3 The minimum fee is 50 cents, so the fee for any valuation up to $ 3,850 is simply 50 cents.

A "building" is defined as a structure built for the support, shelter or enclosure of people, animals or property.

Category 1 construction includes residential buildings 1 to 3 stories in height, except hotels and motels. Single family houses, duplexes and quadruplexes are in Category 1. Condominiums and apartment buildings are in Category 1 only if they are 3 stories or less in height.

Strong Motion Instrumentation and Seismic Hazard Mapping Fee (SMIP) The fee amount can be obtained by breaking the Evaluation amount into parts and using the entries in this table.

Agency: State of California Department of Conservation - Resources Agency Division of Mines and Geology Method 2. As an alternative to Method 1, the fee for a given valuation can be calculated using the following table, as illustrated below; 6 736
XIII. Mitigation - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 Category 2 Construction * (Over 3 Story Residential and all Commercial) Method 1. The fee amount can be calculated from the permit valuation amount using the formula:
(Valuation Amount) x 0.00021 = Fee Amount
Valuation Fee Valuation Fee Valuation Fee Valuation Fee Valuation Fee 0-100 0.03 1,000 0.28 10,000 2.80 100,000 28.00 1,000,000 280.00 200 0.06 2,000 0.56 20,000 5.60 200,000 56.00 2,000,000 560.00 300 0.08 3,000 0.84 30,000 8.40 300,000 84.00 3,000,000 840.00 400 0.11 4,000 1.12 40,000 11.20 400,000 112.00 4,000,000 1,120.00 500 0.14 5,000 1.40 50,000 14.00 500,000 140.00 5,000,000 1,400.00 600 0.17 6,000 1.68 60,000 16.80 600,000 168.00 6,000,000 1,680.00 700 0.20 7,000 1.96 70,000 19.60 700,000 196.00 7,000,000 1,960.00 800 0.22 8,000 2.24 80,000 22.40 800,000 224.00 8,000,000 2,240.00 900 0.25 9,000 2.52 90,000 25.20 900,000 252.00 9,000,000 2,520.00 Note:
1 2
3 A "building" is defined as a structure built for the support, shelter or enclosure of people, animals or property.

Strong Motion Instrumentation and Seismic Hazard Mapping Fee (SMIP) The fee amount can be obtained by breaking the Evaluation amount into parts and using the entries in this table.

Method 2. As an alternative to Method 1, the fee for a given valuation can be calculated using the following table, as illustrated below; The minimum fee is 50 cents, so the fee for any valuation up to $ 1,786 is simply 50 cents.

Category 2 includes all buildings not in Category 1. For Example, Category 2 includes residential buildings over 3 stories, all office buildings, warehouses, factories and other manufacturing or processing facilities, restaurants, and other non- residential buildings. construction includes residential buildings 1 to 3 stories in height, except hotels and motels. Single family houses, duplexes and quadruplexes are in Category 1. Condominiums and apartment buildings are in Category 1 only if they are 3 stories or less in height.
6 737
XIII. Mitigation - Fee Schedule City of Murrieta, Fiscal Year 2024-2025 The following fees are considered to be base fees only. Actual fees will be calculated at the time of issuance of a permit.

Fees may vary due to exemptions, credit or other variables, and are subject to change by the establishing agency. (Fees per Residential Dwelling Unit or Office/Commercial/Industrial Square Foot) Last updated: 12/5/06 Resolution: 06-1651 Single Family Multi-Family Office Commercial Industrial Use (S.F) Use (S.F) Use (S.F) Uses (S.F) Uses (S.F.)
Law Enforcement 0.39 0.53 1.91 1.19 0.63
Fire Protection 0.28 0.38 2.95 1.83 0.98
Streets & Minor Bridges & Culverts 2.36 3.60 7.61 8.73 2.48 Traffic Signals 0.21 0.33 0.69 0.80 0.23
Storm Drainage 0.15 0.29 0.10 0.20 0.25
General Facilities 0.45 0.61 0.34 0.21 0.11
Park Facilities 4.85 6.58 No Fee No Fee No Fee
Community Center 0.11 0.16 No Fee No Fee No Fee
Public Library 0.17 0.23 No Fee No Fee No Fee
Summary of Development Impact Fees
Total Development Impact 8.97
per S.F.

12.71 per S.F.

13.60 per S.F.

12.96 per S.F

4.68 per S.F
738

CITY OF MURRIETA
City Council Meeting Agenda
Report
4/1/2025
Agenda Item No. 10.

TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Javier Carcamo, Finance Director
PREPARED BY: Javier Carcamo, Finance Director
SUBJECT:

Formation of Community Facilities District No. 2025-1 (Safety Services) of the City of Murrieta

RECOMMENDATION
Continue the public hearing to a date certain of May 6, 2025.

PRIOR ACTION/VOTE
On October 3, 2023, the City Council considered an amendment to the Community Facilities District Goals and Policies and directed staff to present the recommendations in a workshop (Vote 3-2).

On December 5, 2023, the City Council held a workshop on and adopted the proposed Amendment to the Community Facilities District Goals and Policies (Non-Action Item).

On December 5, 2023, the City Council Adopted Resolution No. 23-4717 Amending and Restated Community Facilities District Goals and Policies (Vote 5-0).

On February 4, 2025, the City Council adopted a Resolution of Intention to establish Community Facilities District No. 2025-1 (Safety Services) and set a public hearing for the formation of the Community Facilities District for April 1, 2025 (Vote 5-0).

On February 4, 2025, the City Council adopted Resolutions of Intention to establish each of Community Facilities Districts 2025-2 (Maintenance Services) and 2025-3 (Discovery Village) and set public hearings for the formation of the Community Facilities Districts for April 1, 2025 (Vote 4-1).

CITY COUNCIL GOAL
Maintain a high performing organization that values fiscal sustainability, transparency, accountability and organizational efficiency.

BACKGROUND
On December 5, 2023, the City Council amended the City’sCommunity Facilities District Goals and Policies.

CITY OF MURRIETA Printed on 3/27/2025Page 1 of 5
powered by Legistar™
739
4/1/2025
Agenda Item No. 10.

On December 5, 2023, the City Council amended the City’sCommunity Facilities District Goals and Policies.

The amendments included the ability to finance public safety services and maintenance services adding an escalator to cover increases in the cost of providing services, changes to the list of eligible facilities that can be financed, allowing Development Impact Fees (DIF) to be financed, and increasing the maximum cap on the effective tax rate from 1.8% to 2.0% for Community Facility Districts (CFDs).

Historically, the City has conditioned new residential projects to pay for basic landscaping and lighting maintenance services pursuant to the Landscaping and Lighting Act of 1972 (LLD) of the Street & Highways Code. This funding mechanism includes limited services and requires the City to pay for the General Benefit portion of the assessment, typically up to 25% of the service costs. In addition, the City previously charged new development the following for services: (i) rooftop Fire tax, (ii) Community Services District assessment, and (iii) a Park and Recreation assessment totaling $125 per residential unit combined.

The owner of the property within the proposed Discovery Village project within the City is Discovery Village LLC (Property Owner), and the Property Owner requested the City to assist in forming three CFDs to provide public safety services, maintenance services, and facilities financing. The property to be included in the proposed CFDs is located at the southwest corner of the intersection of Whitewood Road and Baxter Road, east of Interstate 215. The Discovery Village Project (Project) is proposed to include approximately 365 single- family homes at full buildout. The Project was not conditioned to form the services’CFDs, but was conditioned to form a Landscape and Lighting Maintenance District to provide landscaping and lighting services.

Eastern Municipal Water District (EMWD) previously established a facilities CFD for the Discovery Village project for approximately $18 million in bond proceeds for improvements with a 2.0% overall effective tax rate that included the $125 assessment per Residential Unit (“RU”)for the rooftop Fire, Community Services District (CSD), and Park & Recreation for basic public services and a potential LLD of approximately $200 per RU for Project specific landscaping and lighting from the City. At its March 19, 2025, board meeting, EMWD, at the request of the Property Owner, canceled the previously established CFD in anticipation of the formation of the City’s proposed CFDs.

On February 4, 2025, the City Council adopted various resolutions declaring its intention to form Community Facilities District No. 2025-1 (Safety Services) of the City of Murrieta (CFD No. 2025-1), Community Facilities District No. 2025-2 (Maintenance Services) of the City of Murrieta (CFD No. 2025-2) and Community Facilities District No. 2025-3 (Discovery Village) of the City of Murrieta (“CFDNo. 2025-3”),and setting public hearings for April 1, 2025, on the formations of each CFD. The City Council will now be asked to hold three separate public hearings to consider forming each CFD and, if approved following the public hearings, hold three separate special elections within each CFD regarding the levy of special taxes within each CFD.

Discovery Village Project and Community Facilities District No. 2025-3 The Property Owner submitted a petition requesting that the City form CFD No. 2025-3. The Property Owner has requested that the City form CFD No. 2025-3 to encompass the Property in accordance with the Mello- Roos Act to finance the costs of certain public improvements through the levy of a special tax and the issuance of bonds. The maximum amount of bonded indebtedness proposed is $27.5 million. The proceeds of bonds issued by CFD No. 2025-3 are expected to be used to finance public facilities to be owned and operated by the City and by Eastern Municipal Water District, as well as financing the payment of DIF owed by the Property Owner to the City and Eastern Municipal Water District.

The Property Owner has requested that the boundaries of CFD No. 2025-3 include the area described in Attachment A of the Resolution of Intention to Establish CFD No. 2025-3, adopted by the City Council on February 4, 2025 (CFD No. 2025-3 Resolution of Intention) and that special taxes be levied within the boundaries of CFD No. 2025-3 in accordance with the Rate and Method of Apportionment for CFD No. 2025-3 (CFD No. 2025-3 RMA) described in Attachment C to the Resolution of Intention. The proposed rates of the special tax range from $3,086.76 per unit for single-family homes less than 1,350 square feet to $4,772 per CITY OF MURRIETA Printed on 3/27/2025Page 2 of 5
powered by Legistar™
740
4/1/2025
Agenda Item No. 10.
special tax range from $3,086.76 per unit for single-family homes less than 1,350 square feet to $4,772 per unit for single-family homes greater than 2,400 square feet and also include tax rates of $69,954 per acre of multi-family property and non-residential property. The special tax rates within CFD No. 2025-3 will increase two percent (2.00%) annually on July 1 of each year, commencing July 1, 2026.

The CFD No. 2025-3 Resolution of Intention was the first step in the process of forming CFD No. 2025-3 and, together with the Resolution of Intention to Incur Bonded Indebtedness by CFD No. 2025-3 adopted by the City Council on February 4, 2025, declared the City’sintention to establish CFD No. 2025-3 incur bonded indebtedness by CFD No. 2025-3, and called for a public hearing to take place on April 1, 2025. Notice of the public hearing was published in The Press-Enterprise and mailed to the Property Owner.

In connection with the public hearing, Spicer Consulting Group has prepared a Public Hearing Report which describes and analyzes the facilities to be financed by CFD No. 2025-3 and the estimated costs of such facilities. Following the close of the public hearing, the City Council will be asked to adopt the Resolution of Formation for CFD No. 2025-3 and the Resolution Determining Necessity to Incur Bonded Indebtedness by CFD No. 2025-3 which, together, approve the formation of the CFD No. 2025-3, the levy of the special taxes in CFD No. 2025-3 in accordance with the CFD No. 2025-3 RMA and determines the necessity for the Facilities CFD to issue bonds in an amount not to exceed $27,500,000. Such resolutions call for an election to submit to the qualified voters of the CFD No. 2025-3 ballot measures on the approval of the special taxes, the issuance of bonds, and an appropriations limit for the CFD No. 2025-3.

The CFD No. 2025-3 Resolution of Formation also approves the execution and delivery of an Acquisition Agreement with the Property Owner. The Acquisition Agreement sets forth the terms pursuant to which CFD No. 2025-3 will acquire improvements constructed by the Property Owner from bond proceeds from CFD No. 2025-3 and how the Property Owner will be reimbursed for development impact fees from bond proceeds. In order to be eligible for acquisition, such facilities must be constructed in accordance with the terms and conditions of the Acquisition Agreement. The City and CFD No. 2025-3 are only required to pay for the acquisition of such facilities from the proceeds of bonds or special taxes levied in CFD No. 2025-3 and not from any other source.

The CFD No. 2025-3 Resolution of Formation also approves the execution and delivery of a Joint Community Facilities Agreement (Water District JCFA) with Eastern Municipal Water District (Water District) and the Developer relating to certain facilities proposed to be financed by the District and owned and operated by the Water District. The form of the Water District JCFA is on file with the City Clerk.

On file with the City Clerk is a Certificate of the Registrar of Voters of Riverside County certifying that there are no registered voters residing within the boundaries of CFD No. 2025-3. Accordingly, under the Mello-Roos Act, only property owners owning land in CFD No. 2025-3 are eligible to vote in the election for CFD No. 2025- 3 with each owner having one vote for each acre (or portion thereof) that they own within CFD No. 2025-3.

The Property Owner has executed a consent and waiver of certain election procedures with respect to the election, including certain timing requirements with respect to the election, in accordance with the Mello-Roos Act. Accordingly, if the City Council approves the Resolution of Formation and the Resolution Determining Necessity to Incur Bonded Indebtedness, the City Clerk will conduct the election. The Property Owner will have delivered their ballot to the City Clerk in advance of the public hearing, and the City Clerk will announce the election results, and the City Council will be asked to adopt the Resolution Certifying the Election Results.

Upon certification that 2/3rds of the votes cast are in favor of the propositions voted upon in CFD No. 2025-3, the Resolution Certifying the Election Results will direct the City Clerk to record a notice of special tax lien on the property within CFD No. 2025-3. The City Council will then be asked to introduce the ordinance authorizing the levy of the special tax within CFD No. 2025-3, in accordance with the CFD No. 2025-3 RMA.

CFD No. 2025-1 (Safety Services) and CFD No. 2025-2 (Maintenance Services) The Property Owner is required by the City’sCommunity Facilities District Goals and Policies, as amended in CITY OF MURRIETA Printed on 3/27/2025Page 3 of 5
powered by Legistar™
741
4/1/2025
Agenda Item No. 10.

The Property Owner is required by the City’sCommunity Facilities District Goals and Policies, as amended in December 2023, to also request the formation of a Public Safety Services CFD and a Maintenance Services CFD. Accordingly, the Property Owner has submitted separate petitions requesting the formation of Community Facilities District No. 2025-1 (Safety Services) of the City of Murrieta (CFD No. 2025-1) and Community Facilities District No. 2025-2 (Maintenance Services) of the City of Murrieta (CFD No. 2025-2).

Both CFD No. 2025-1 and CFD No. 2025-2 will each initially consist only of the Property (i.e. the Discovery Village Project); however, the remainder of the City will be designated as a “Potential Annexation Area” and new development projects meeting certain design criteria will be required to annex to CFD No. 2025-1 and/or CFD No. 2025-2.

CFD No. 2025-1 would levy a special tax in accordance with the Mello-Roos Act on parcels of residential property to finance public safety services. Services eligible to be financed by CFD No. 2025-1 include police protection services (including but not limited to criminal justice services), fire protection and suppression services, and paramedic services. The special taxes within CFD No. 2025-1 are $250 per unit of affordable housing residential property, $468 per unit of multi-family residential property, and $580 per unit of single- family property and will increase annually each July 1 by four percent (4.0%), commencing July 1, 2026, excluding affordable housing residential property, which has a nonadjustable rate.

Although the Project was not conditioned to form CFD 2025-1, the request to form the Public Safety Services CFD will allow the project to mitigate its cost of public safety services brought on by the new residential units within the Project. The Property Owner has agreed to include these additional service costs.

CFD No. 2025-2 would levy a separate special tax in accordance with the Mello-Roos Act on parcels of residential property to finance public maintenance services. Services eligible to be financed by CFD No. 2025- 2 include maintenance and lighting of parks, parkways, streets, street lighting, roads, and open space, maintenance and operation of water quality improvements, including storm draining and flood protection facilities, landscaping, and public street sweeping. The special taxes within CFD No. 2025-2 for the Discovery Village Project are $274 per unit of single-family residential property and increase each July 1, by the greater of two percent (2.0%) or the year-over-year percentage increase for the month of March in the Consumer Price Index, commencing July 1, 2026.

The Maintenance Services CFD will provide funding for enhanced public maintenance services to include landscape maintenance, lighting, street sweeping and pavement management, park and trails maintenance, drainage and stormwater maintenance, and graffiti abatement. The ability to finance these Project-specific costs will alleviate the General Fund from subsidizing those services created by the new development of the Project and eliminate the additional costs incurred from the general benefit portion of those costs identified with each LLD formed; provided, however, that the costs must be additional services under the Act which has generally been determined to be the impact of the project on these services. The Property Owner has agreed to include these additional Maintenance Service costs.

The Resolutions of Intention for each of CFD No. 2025-1 and 2025-2, adopted on February 4, 2025, were the first step in the process of forming CFD No. 2025-1 and 2025-2, respectively. The Resolutions of Intention declared the City’sintention to establish CFD No. 2025-1 and CFD No. 2025-2 and called for public hearings on the matter of the formation of CFD No. 2025-1 and CFD No. 2025-2 to take place on April 1, 2025.

In connection with the public hearings, Spicer Consulting Group has prepared a Public Hearing Report that describes and analyzes the services to be financed by CFD No. 2025-1 and CFD No. 2025-2 and the estimated costs of such services. Following the closing of the public hearings for each of CFD No. 2025-1 and CFD No. 2025-2, the City Council will be asked to adopt Resolutions of Formation which approve the formation of CFD No. 2025-1 and CFD No. 2025-2 and the levy of the special taxes in each of CFD No. 2025- 1 and CFD No. 2025-2 in accordance with their respective RMAs. The Resolutions of Formation call for an CITY OF MURRIETA Printed on 3/27/2025Page 4 of 5
powered by Legistar™
742
4/1/2025
Agenda Item No. 10.
1 and CFD No. 2025-2 in accordance with their respective RMAs. The Resolutions of Formation call for an election to submit to the qualified voters of CFD No. 2025-1 and CFD No. 2025-2 ballot measures on the approval of the special taxes and appropriations limits for CFD No. 2025-1 and CFD No. 2025-2. The Resolutions also designate the rest of the City as future annexation areas pursuant to which future property owners may annex their properties to CFD No. 2025-1 and CFD No. 2025-2 by submitting a unanimous consent and waiver and without the need for a future public hearing or election.

On file with the City Clerk are a Certificate of the Registrar of Voters of Riverside County for both CFD No. 2025-1 and CFD No. 2025-2, certifying that there are no registered voters residing within the boundaries of each CFD. Accordingly, under the Mello-Roos Act, only property owners owning land are eligible to vote at the elections, with each owner having one vote for each acre (or portion thereof) that they own within CFD No. 2025-1 and CFD No. 2025-2. The Property Owner has executed a consent and waiver of certain election procedures for each of CFD No. 2025-1 and CFD No. 2025-2 with respect to the elections, including certain timing requirements with respect to the elections, in accordance with the Mello-Roos Act. Accordingly, if the City Council approves Resolutions of Formation, the City Clerk will conduct the elections. The Property Owner will have delivered its ballots for CFD No. 2025-1 and CFD No. 2025-2 to the City Clerk in advance of the public hearings, the City Clerk will announce the election results, and the City Council will be asked to adopt Resolutions Certifying the Election Results for each of CFD No. 2025-1 and CFD No. 2025-2. Upon certification that two-thirds of the votes cast are in favor of the propositions voted upon, the Resolutions Certifying the Election Results will direct the City Clerk to record notices of special tax lien on the property within CFD No. 2025-1 and CFD No. 2025-2. The City Council will then be asked to introduce ordinances authorizing the levy of the special tax within CFD No. 2025-1 and CFD No. 2025-2, in accordance with their respective RMAs.

Future Actions
If the three ordinances authorizing the levy of special taxes within each CFD are introduced, a second reading of each ordinance will be scheduled for the next City Council meeting.

FISCAL IMPACT
There is no fiscal impact of this action on the City. The Property Owner has made a deposit of $65,000 to pay for the costs of the formation proceedings which may be reimbursed to the Property Owner from proceeds of a future bond issuance in accordance with the reimbursement agreement with the Property Owner. If established and subject to necessary Council and voter approvals, each of the CFDs will annually levy special taxes on all the taxable property within the applicable District in accordance with the applicable RMA. Such special taxes will be used to pay for the costs of services or facilities, administration of the CFDs, and, in the case of CFD No. 2025-3, debt service on bonds. Any bonds issued by CFD No. 2025-3 are not obligations of the City and will be secured solely by the Special Taxes levied within CFD No. 2025-3. The levying of special taxes for services is expected to alleviate some of the financial impact of the new development on the costs of providing such services to the Property by the City’s General Fund.

ATTACHMENTS

1. Landowner Waiver (CFD No. 2025-1)

2. Public Hearing Report (CFD No. 2025-1)

3. Resolution No. 25-4820 (CFD No. 2025-1)

4. Resolution No. 25-4821 (CFD No. 2025-1)

5. Ordinance No. 614-25 (CFD No. 2025-1)

6. Certificate of the Registrar of Voters (CFD No. 2025-1) CITY OF MURRIETA Printed on 3/27/2025Page 5 of 5
powered by Legistar™
743

4906-7205-9163v4/022972-0046

WAIVER OF CERTAIN ELECTION PROCEDURES

WITH RESPECT TO LANDOWNER ELECTION FOR
COMMUNITY FACILITIES DISTRICT NO. 2025-1 (SAFETY SERVICES)

OF THE CITY OF MURRIETA
The undersigned, Stephen Z. Elieff , acting on behalf of Discovery Village LLC, a Delaware limite d liability company (the “Owner”), hereby certifies to the City of Murrieta (the “City”), with respect to the proposed formation of Community Facilities District No. 2025 -1 (Safety Services) of the City of Murrieta (the “District”), as follows:

1. The unde rsigned has been duly authorized by the Owner and possesses all authority necessary to execute this Waiver on behalf of the Owner in connection with the election to be called by the City Council of the City with respect to the District. The Owner hereby appoints Stephen Z. Elieff to act as its authorized representatives to vote in the election referred to herein and certifies that their true and exact signatures are set forth below:

Signature of Stephen Z. Elieff: __________________________________

2. The Owner is the present owner of 28.94 acres of land located within the proposed boundaries of the District. There are no registered voters residing within the territory owned by the Owner and have been none during the 90-day period preceding April 1, 2025.

3. The Owner has received notice of the April 1, 2025 public hearing to be held by the City Council of the City regarding the levy of a special tax in the District. The Owner agrees that it received adequate notice of the April 1, 2025 hearing.

4. The Owner has received from the City and the City has made available to the Owner necessary and relevant information regarding the proposed formation of the District and the imposition of the special tax as set forth in Resolution No. 25 -4805 adopted by the City Council on February 4, 2025 (together, the “Resolution”) to finance the services as set forth in the Resolution. The proposed rate and method of apportionment of the District is set forth in Exhibit “B” hereto.

5. The undersigned understands that if the District is formed on or after April 1, 2025, an election will be held by the District on the propositions set forth in the sample ballot attached hereto as Exhibit “A” less than 90 days after the close of the April 1, 2025 public hearing as in accordance with Section 53326 of the Government Code, without the preparation of an impartial analysis, arguments or rebuttals concerning the election as provided for by Elections Code Sections 9160 to 9167, inclusive, and 9190 and without preparation of a tax rate statement as provided in Section 9401 of the Elections Code and without further notice of such election as required pursuant to the Elections Code or the Government Code. Having been fully advised with respect to the election, in accordance with the author ity contained in Government Code Sections 53326 and 53327, the Owner waives compliance with the foregoing provisions of the Elections Code and Government Code, with any time limits or other procedural requirements pertaining to the conduct of the election which are not being complied with and consents to having the election on any date on or after the close of the April 1, 2025 public hearing and consents to the closing of the election as soon as all ballots are received by the City Clerk.

6. The undersigne d hereby represents that compliance with the procedural requirements for conducting the election, including the receipt of any ballot arguments and 744

4906-7205-9163v4/022972-0046
impartial analysis and the time limitations which apply in connection with scheduling, mailing and publishin g notices for such an election, are unnecessary in light of the fact that the undersigned has received sufficient information regarding the imposition of the special tax as set forth in the Resolution to allow it to properly complete the attached ballot. The Owner further waives its right to make any protest or complaint or undertake any legal action challenging the validity of the election, the validity of any bonded indebtedness issued by the District as approved at the election, or the levy of the speci al tax to finance services for the benefit of the District.

Dated: March__, 2025

DISCOVERY VILLAGE LLC,
a Delaware limited liability company

By:___________________________
Name: ________________________
Its: Authorized Signatory
745

A-1
4906-7205-9163v4/022972-0046

EXHIBIT A

OFFICIAL BALLOT
COMMUNITY FACILITIES DISTRICT NO. 2025-1 (SAFETY SERVICES)

OF THE CITY OF MURRIETA

SPECIAL TAX ELECTION
April 1, 2025

PROPOSITION A: Shall a special tax with a rate and
method of apportionment as provided in the resolution
establishing Community F acilities District No. 2025 -1 (Safety Services) adopted on April 1, 2025 (the
“Resolution of Formation”) by the City Council of the City of Murrieta establishing the District be levied to pay for the Services, Services Incidental Expenses and other
purposes described in the Resolution of Formation?

YES______
NO_______

PROPOSITION B: For each year commencing with
Fiscal Year 2025 -2026, shall the appropriations limit, as defined by subdivision (h) of Section 8 of Article XIII B of the California C onstitution, for Community Facilities
District No. 2025 -1 (Safety Services) be an amount
equal to $1,000,000,000?

YES______
NO_______

746

A-1

4906-7205-9163v4/022972-0046
EXHIBIT “B”

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. 2025-1 (SAFETY SERVICES)

OF THE CITY OF MURRIETA

A Special Tax (the “Special Tax”) shall be levied on and collected from each Assessor’s Parcel (defined below) in Community Facilities District No. 2025 -1 (Safety Services) (the “CFD No. 2025-1” or “CFD”; defined below), i n each Fiscal Year, (defined below), commencing in the Fiscal Year beginning July 1, 2025, in an amount determined by the City Council of the City of Murrieta, acting in its capacity as the legislative body of CFD No. 2025 -1, by applying the rate and method of apportionment set forth below. All of the real property in CFD No. 2025-1, unless exempted by law or by the provisions herein, shall be taxed to the extent and in the manner provided herein.

A. DEFINITIONS
“Accessory Dwelling Unit” means a residential unit of limited size including smaller secondary unit(s) that shares an Assessor’s Parcel with Single Family Residential Property that has a stand-alone Residential Unit.

“Administrative Expenses” means the actual or reasonably estimated costs directly related to the formation and administration of CFD No. 2025 -1 including, but not limited to:
the costs of computing the Special Taxes and preparing the annual Special Tax collection schedules (whether by the City or designee thereof or both); the costs to th e City, CFD No. 2025-1, or any designee thereof associated with fulfilling the CFD No. 2025 -1 reporting requirements; the costs associated with responding to public inquiries regarding the Special Taxes; the costs of the City, CFD No. 2025 -1 or any designe e thereof related to an appeal of the Special Tax; and the City’s annual administration fees, collection expenses, and third party expenses. Administrative Expenses shall also include amounts estimated or advanced by the City or CFD No. 2025 -1 for any oth er administrative purposes of CFD No. 2025-1, including attorney’s fees and other costs related to commencing and pursuing to completion any foreclosure of delinquent Special Taxes.

“Administrator” means the City Manager of the City of Murrieta, or his or her designee.

“Affordable Housing” means housing as defined in State Density Bonus Law, as amended, being Chapter 4.3 (commencing with Section 65915) of Division 1 of Title 7 of the Government Code of the State of California.

“Affordable Housing Property” means any Affordable Housing residential property on an Assessor’s Parcel for which a building permit for new construction has been issued by the City on or prior to June 1 preceding the Fiscal Year in which the Special Tax is being levied.

“Assessor’s Parcel” means a lot or parcel of land that is identifiable by an Assessor’s Parcel Number by the County Assessor of the County of Riverside.

“Assessor’s Parcel Map” means an official map of the Assessor of the County designating parcels by Assessor’s Parcel Number.

747

A-2

4906-7205-9163v4/022972-0046
“Assessor’s Parcel Number” means the identification number assigned to a parcel by the County Assessor of the County of Riverside.

“CFD” or “CFD No. 2025 -1” means the City of Murrieta Community Facilities District No. 2025-1 (Safety Services).

“City” means the City of Murrieta.

“County” means the County of Riverside.

“Developed Property” means all Assessor’s Parcels of Taxable Property for which a building permit for new construction has been issued on or prior to May 1 preceding the Fiscal Year in which the Special Tax is being levied.

“Exempt Property” means all Assessors’ Parcels designated as being exempt from the Special Tax as provided for in Section D.

“Fiscal Year” means the period from and including July 1 st of any year to and including the following June 30th.

“Maximum Special Tax” means the Maximum Special Tax, as applicable, levied within the CFD for any Fiscal Year.

“Multi-Family Property” means all Assessor's Parcels of Developed Property for which a building permit or us e permit for the construction of a residential structure with two or more Residential Units that share a single Assessor's Parcel Number, as determined by the Administrator, has been issued prior to May 1 preceding the Fiscal Year in which the Special Tax is being levied.

“Proportionately” means for Taxable Property, that the ratio of the actual Special Tax levy to the Maximum Special Tax is the same for all Assessor’s Parcels.

“Rate and Method of Apportionment” or “RMA" means this Rate and Method of Apportionment of Special Taxes.

“Residential Property” means all Assessor’s Parcels of Taxable Property upon which completed Residential Units have been constructed or for which building permits have been or may be issued for purposes of constructing one or more Residential Units.

“Residential Unit” or "RU" means a residential unit that is used or intended to be used as a domicile by one or more persons, as determined by the Administrator. An Accessory Dwelling Unit that shares an Assessor’s Parcel with a S ingle Family Residential Property shall not be considered a Residential Unit for purposes of this Rate and Method of Apportionment.

“Services” means services permitted under the Mello -Roos Community Facilities Act of 1982 including, without limitation, those services authorized to be funded by CFD No. 2025 - 1 as set forth in Appendix B.

“Single Family Property” means any residential property other than a Multi -Family Property on an Assessor’s Parcel for which a building permit for new construction has bee n 748

A-3

4906-7205-9163v4/022972-0046
issued by the City on or prior to May 1 preceding the Fiscal Year in which the Special Tax is being levied.

“Special Tax” means the Special Tax to be levied in each Fiscal Year on each Assessor’s Parcel of Taxable Property.

"Special Tax Requirement" means the amount to be collected in any Fiscal Year to pay for certain costs as required to meet the public safety needs of CFD No. 2025 -1 in both the current Fiscal Year and the next Fiscal Year. The costs to be covered shall be the direct costs for (i) police protection services, (ii) paramedic services, (iii) fund an operating reserve for the costs of Services as determined by the Administrator, and (iv) Administrative Expenses. Under no circumstances shall the Special Tax Requirement include funds for bonds.
"Taxable Property" means all Assessor’s Parcels within CFD No. 2025 -1, which are not Exempt Property.

“Taxable Unit” means a Residential Unit.

“Undeveloped Property” means, for each Fiscal Year, all Taxable Property not classified as Developed Property.

B. RATE AND METHOD OF APPORTIONMENT OF MAXIMUM SPECIAL TAX RATES
As of July 1 of each Fiscal Year, commencing July 1, 2025, the Council shall determine the Special Tax Requirement and shall levy the Special Tax upon each of the Assessor’s Parcels within the CFD which constitute a Developed Property of Single Family Property, Multi-Family Property, or an Affordable Housing Property until the aggregate amount of Special Tax equals the Special Tax Requirement. The Special Tax shall be levied Proportionately on all Assessor’s Parcels of Developed Property up to 100% of the applicable Maximum Special Tax to satisfy the Special Tax Requirement.

No Special Tax shall be levied upon Undeveloped Property for which a Building Permit has not been issued on or prior to May 1 preceding the Fiscal Year in which the Special Tax is being levied.

The Maximum Special Tax for Fiscal Year 2025 -2026 for a Single Family Property, Multi - Family Property, and an Affordable Housing Property are shown below in Table 1.

TABLE 1

MAXIMUM SPECIAL TAX RATES
FISCAL YEAR 2025-2026

Description
Taxable
Unit
Maximum
Special Tax
Single Family Property RU $580
Multi-Family Property RU $468
Affordable Housing Property RU $250

749

A-4

4906-7205-9163v4/022972-0046
Increase in the Maximum Special Tax
On each July 1, commenc ing on July 1, 2026 the Maximum Special Tax for Developed Property of Single Family Property and Multi -Family Property shall increase by four percent (4.0%). The Maximum Special Tax for Developed Property of Affordable Housing Property shall not increase annually.

C. TERM OF SPECIAL TAX
For each Fiscal Year, the Maximum Special Taxes shall be levied as long as the Services are being provided within the boundaries of CFD No. 2025-1.

D. EXEMPTIONS
The City shall classify as Exempt Property within CFD No. 2025 -1, any Assessor’s Parcel in any of the following categories; (i) Assessor’s Parcels which are owned by, irrevocably offered for dedication, encumbered by or restricted in use by any public entity; (ii) Assessor’s Parcels with public or utility easements mak ing impractical their utilization for other than the purposes set forth in the easement; (iii) Assessor’s Parcels which are privately owned but are encumbered by or restricted solely for public uses; (iv) any Assessor’s Parcel which is in use in the perfor mance of a public function as determined by the Administrator; or (v) any Assessor’s Parcel which is not a Single Family Property, Multi -Family Property, or an Affordable Housing Property; (vi) any Assessor’s Parcel that qualifies for a welfare exemption under applicable state or local law; or (vii) any Assessor’s Parcel that is owned by a property owner association and used for common area purposes.

E. APPEALS
Any property owner claiming that the amount or application of the Special Taxes are not correct may file a written notice of appeal with the City not later than twelve months after having paid the first installment of the Special Tax that is disputed. The 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 Administrator’s decision requires that the Special Tax for an Assessor’s Parcel be modified or changed in favor of the property owner, a cash refund s hall not be made, but an adjustment shall be made to the Special Tax on that Assessor’s Parcel in the subsequent Fiscal Year(s).

F. MANNER OF COLLECTION
The Maximum Special Taxes levied in each Fiscal Year shall be collected in the same manner as ordinary ad valorem property taxes are collected and shall be subject to the same penalties and the same procedure, sale, and lien priority in case of delinquency as is provided for ad valorem taxes. However, the District may collect the Special Tax at a different time or in a different manner if necessary to meet its financial obligations.

The Maximum Special Taxes when levied shall be secured by the lien imposed pursuant to Section 3115.5 of the Streets and Highways Code. This lien shall be a continuing lien and shall secure each levy of Maximum Special Taxes. The lien of Maximum Special Taxes shall continue in force and effect until the Special Tax ceases to be levied in the manner provided by Section 53330.5 of the Government Code.
750

A-5

4906-7205-9163v4/022972-0046
G. INTERPRETATION
Interpretations may be made by the Council by ordinance or resolution for purposes of clarifying any vagueness or ambiguity in this Rate and Method of Apportionment. 751

A-6

4906-7205-9163v4/022972-0046

APPENDIX A

CITY OF MURRIETA
COMMUNITY FACILITIES DISTRICT NO. 2025-1
(SAFETY SERVICES)

SUMMARY

Safety Services - It is estimated that the cost of providing police, fire protection and suppression services, and paramedic services being funded by the Special Tax for the Community Facilities District No. 2025 -1 (Safety Services) will be as follows for the Fiscal Year 2025-2026:
 $580 per residential unit for Single Family Residential Property  $468 per residential unit for Multi-Family Residential Property  $250 per residential unit for Affordable Housing Residential Property

Annual Escalation - On each J uly 1, commencing on July 1, 2026 the Maximum Special Tax for Developed Property of Single Family Property and Multi -Family Property shall increase by four percent (4.0%). The Maximum Special Tax for Developed Property of Affordable Housing Property shall not increase annually.

Fiscal
Year
Tract/
APN
Development
Name
No. of
Taxable
Units
Land Use
Category
Maximum
Special
Tax Subdivider
2025-
26 TR
38228
Discovery
Village 365 Single Family
Property $580 Discovery Village,
LLC

752

B-1
4906-7205-9163v4/022972-0046

APPENDIX B

CITY OF MURRIETA
COMMUNITY FACILITIES DISTRICT NO. 2025-1
(SAFETY SERVICES)

DESCRIPTION OF AUTHORIZED SERVICES

The services which may be funded with proceeds of the special tax of CFD No. 2025 -1, as provided by Section 53313 of the Act, will include some or all of t he costs attributable to public safety.

These services include police protection services (including but not limited to criminal justice services), fire protection and suppression services, and paramedic services.

In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may be expended to pay “Administrative Expenses” as said term is defined in the Rate and Method of Apportionment and to establish an operating reserve for the costs of services as determined by the Administrator.

The above services shall be limited to those provided within the boundaries of CFD No. 2025 -1 for the benefit of the properties within the boundaries of CFD No. 2025 -1 and said services may be financed by proceeds of the special tax of CFD No. 2025-1 only to the extent that they are in addition to those provided in the territory of CFD No. 2025 -1 before CFD No. 2025 -1 was created.
753

A-2

4906-7205-9163v4/022972-0046

APPENDIX C

Proposed Boundaries
Community Facilities District No. 2025-1 (Safety Services) of the City of Murrieta,
Riverside County, California

754

A-3

4906-7205-9163v4/022972-0046

755

Public Hearing Report
Community Facilities District No. 2025-1
(Safety Services)

April 1, 2025
756
Table of Contents

Sections P age ____________________________________________ 1 Introduction ______________________________________________________ 1 2 Description of Services ___________________________________________________ 2 3 Cost Estimate ______________________________________________________ 3 4 Proposed Development ___________________________________________________ 4 5 Rate and Method of Apportionment _________________________________________ 5 6 Certifications ______________________________________________________ 6

Tables Page
3-1 Cost Estimate ______________________________________________________ 3

Appendices P age ____________________________________________ A Rate and Method of Apportionment ____________________________________ B Proposed Boundary Map _________________________________________ C Resolution of Intention

757
1 Introduction   Page  | 1
City of Murrieta
CFD No. 2025-1 (Safety Services)
Public Hearing Report
Background
On February 4, 2025, the City Council of the City of Murrieta (the “City”), adopted a Resolution of Intention to form Community Facilities District No. 2025-1 (Safety Services) of the City of Murrieta (the “CFD No. 2025-1” or “District”), Resolution No. 2025-4805, pursuant to the prov isions of the “Mello-Roos Community Facilitie s Act of 1982”, being Ch apter 2.5, Part 1, Division 2, Title 5 of the Government Code of the State of California, (the “Act”).

The CFD No. 2025-1 is currently comprised of Tract Map No. 38228 that includes seven undeveloped parcels and approximately 54 gross acres with 23 planned for development. The proposed development includes 365 single family homes. The properties are generally located on the southwest corner of the intersection of Whitewood Road and Baxter Road, east of Interstate 215.

For a map showing the boundaries of CFD No. 2025-1 please see Appendix B.

Purpose of Public Hearing Report
WHEREAS, this Community Facilities District Report (“Report”) is being provided to the City Council and generally contains the following:

1. A general description of the services proposed to be financed from the levy of the special tax; and

2. A general cost estimate setting forth costs of providing such services; and

3. Further information regarding the implementation of the rate and method of apportionment of the special tax proposed to be levied within the District.

The Rate and Method of Apportionment of the Special Tax which was included in the Resolution of Intention and approved by the City Council.

For particulars, reference is made to the Resolution of Intention as previously approved and adopted and is included in Appendix C.

758
2 Description of Services   Page  | 2
City of Murrieta
CFD No. 2025-1 (Safety Services)
Public Hearing Report
NOW, THEREFORE, the undersigned, authorized representative of Spicer Consulting Group, LLC, the appointed responsible officer, or person directed to prepare the Public Hearing Report, does hereby submit the following data:

Description of the Services
The services which may be funded with proceeds of the special tax of CFD No. 2025-1, as provided by Section 53313 of the Act, will include some or all of the costs attributable to public safety. Capitalized terms used and not defined herein shall have the meanings set forth in the Rate and Method of Apportionment of Special Tax for CFD No. 2025-1.

These services include police protection services (including but not limited to criminal justice services), fire protection and suppression services, and paramedic services.

Administrative Expenses
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may be expended to pay “Administrative Expenses,” as said term is defined in the Rate and Method of Apportionment.

The above services shall be limited to those provided within the boundaries of CFD No. 2025-1 and the future Annexation Area of CFD No. 2025-1 or for the benefit of the properties within the boundaries of CFD No. 2025-1 and the future Annexation Area of CFD No. 2025-1, as the boundary is expan ded from time to time by anticipated annexations, and said services may be financed by proceeds of the special tax of CF D No. 2025-1 only to the extent that they are in addition to those provided in the territory of CFD No. 2025-1 before CFD No. 2025-1 was created. 759
3 Cost Estimate   Page  | 3
City of Murrieta
CFD No. 2025-1 (Safety Services)
Public Hearing Report
The estimate is based on the cost of actual services provided by the City of Murrieta. The estimated cost for Fiscal Year 2025-26 of providing such services, based upon current dollars, which is subject to escalation, is as follows:

The estimated annual cost of providing police protection services (including but not limited to criminal justice services), fire protection and suppression services, and paramedic services being funded by the Special tax for Community Facilities District No. 2025-1 (Safety Services) as, as outlined above, will be as follows:

1. $580.00 per residential unit for single family residential property

2. $468.00 per residential unit for multi-family residential property

3. $250.00 per residential unit for affordable housing property The estimated annual cost of providing safety services at build-out for the subject properties are detailed below:

Table 3-1
Cost Estimate
Development Tract
Land Use
Category
No. of
Taxable Units
Estimated Cost
At Build Out
Discovery Village TR 38228 Single Family Residential 365 $206,480.00 Total $206,480.00

Escalation of Maximum Special Taxes
On each July 1, commencing on July 1, 2026 the Maximum Special Tax shall increase by four percent (4.0%). 760
4 Proposed Development   Page  | 4
City of Murrieta
CFD No. 2025-1 (Safety Services)
Public Hearing Report
The CFD No. 2025-1 includes approximately 54 gross acres with 23 planned for development on seven undeveloped parcels within Tract 38228. The District is located on the southwest corner of the intersection of Whitewood Road and Baxter Road, east of Interstate 215. As of Fiscal Year 2025-26 the proposed CFD No. 2025-1 includes the following Assessor's Parcel Number: 392-290-049.

The boundaries of CFD No. 2025-1 are those properties and parcels where services are authorized to be provided and upon which special taxes may be levied in order to pay for the costs and expenses of said services. A map showing the boundaries of CFD No. 2025-1 is included in Appendix B.

Additional properties that are within the boundaries of th e annexation map may annex to CFD No. 2025-1 subsequent to formation of CFD No. 2025-1. The owner of the property to be annexed shall submit a written consent for said annexation to CFD No. 2025-1 and the Council, acting ex-officio as the legislative body of CFD No. 2025-1, shall call a special election as to the imposition of the special tax on said property as required by law. A general description of the boundaries of the territory within which any property may annex to CFD No. 2025-1 and shown on that certain map entitled “Boundaries – Potential Annexation Area Community Facilities District No. 2025-1 (Safety Services) of the City of Murrieta, County of Riverside, State of California,” is attached as Appendix B.

761
5 Rate and Method of Apportionment   Page  | 5
City of Murrieta
CFD No. 2025-1 (Safety Services)
Public Hearing Report
The Rate and Method of Apportionment allows each property owner within CFD No. 2025-1 to estimate the annual Special Tax amount that would be required for payment. The Rate and Method of Apportionment of the Special Tax established pursuant to these proceedings, is attached hereto as Appendix A (the “Rate and Method”). The Special Tax will be collected in the same manner and at the same time as ordinary ad valorem property taxes and shall be subject to the same penalties, the same procedure, sale and lien priority in the case of delinquency; provided, however, that the CFD Administrator may directly bill the Special Taxes, may collect Special Taxes at a different time or in a different manner if necessary to meet the financial obligations, and provided further that CFD No. 2025-1 may covenant to foreclose and may actually foreclose on parcels having delinquent Special Taxes as permitted by the Act.

All of the property located within CFD No. 2025-1, unless exempted by law or by the Rate and Method proposed for CFD No. 2025-1, shall be taxed for the purpose of providing necessary services to serve the District. On each July 1, commencing on July 1, 2026 the Maximum Special Tax shall increase by four percent (4.0%). The Boundary Map for CFD No. 2025-1 is attached hereto as Appendix B. Pursuant to Section 53325.3 of the Act, the tax imposed “is a Special Tax and not a special assessment, and there is no requirement that the tax be apportioned on the basis of benefit to any property.” The Special Tax may be based on the benefit received by property, the cost of making facilities or authorized services available or other reasonable basis as determined by the City, although the Special Tax may not be apportioned on an ad valorem basis pursuant to Article XIIIA of the California Constitution.

For particulars as to the Rate and Method for CFD No. 2025-1, see the attached and incorporated in Appendix A.

762
6 Certifications   Page  | 6
City of Murrieta
CFD No. 2025-1 (Safety Services)
Public Hearing Report
Based on the information provided herein, it is my opinion that the described services herein are those that are necessary to meet increased demands placed upon the City of Murrieta as a result of development occurring within the CFD No. 2025- 1 and benefits the lands within said CFD No. 2025-1. Further, it is my opinion that the special tax rates and method of apportionment, as set forth herein, are fair and equitable, uniformly applied and not discriminating or arbitrary.

Date: April 1, 2025 SPICER CONSULTING GROUP, LLC

__________________________

SHANE SPICER

SPECIAL TAX CONSULTANT FOR

CITY OF MURRIETA

RIVERSIDE COUNTY

STATE OF CALIFORNIA

763
Appendix A:

Rate and Method of Apportionment
764
City of Murrieta  Page 1
Community Facilities District No. 2025‐1 (Safety Services) RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. 2025‐1 (SAFETY SERVICES) OF THE CITY OF MURRIETA

A Special Tax (the “Special Tax”) shall be levied on and collected from each Assessor’s Parcel (defined below)  in  Community  Facilities  District  No.  2025‐1  (Safety  Services)  (the  “CFD  No.  2025‐1”  or  “CFD”; defined below), in
each Fiscal Year, (defined below), commencing in the Fiscal Year beginning July 1, 2025, in an amount determined by the City Council of the City of Murrieta, acting in its capacity as the legislative body of CFD No. 2025‐1, by applying the rate and meth od of apportionment set forth below.  All of the real property in CFD No. 2025‐1, unless exempted by law or by the provisions herein, shall be taxed to the extent and in the manner provided herein.

A. DEFINITIONS

“Accessory Dwelling Unit” means a residential unit of limited size i ncluding smaller secondary unit(s) that  shares  an  Assessor’s  Parcel  with  Single  Family  Residential  Property  that  has  a  stand‐alone Residential Unit.

“Administrative Expenses” means the actual or reasonably estimated costs directly related to the formation and administration of CFD No. 2025‐1 including, but not limited to: the costs of computing the Special Taxe
s and preparing the annual Special Tax collection schedules (whether by the City or designee thereof or both); the costs to the City, CFD No. 2025‐1, or any designee thereof associated with fulfilling the CFD No. 2025‐1 reporting requirements; the costs associated with responding to public
inquiries regarding the Special Taxes; the costs of the City, CFD No. 2025‐1 or any designee thereof related to an appeal of the Special Tax; and the City’s annual administration fees, collection expenses, and third party expenses.  Administrative Expenses shall also include amounts estimated or advanced by the City or CFD No. 2025‐1 for any other administra tive purposes of CFD No. 2025‐1, including  attorney’s  fees  and  other  costs  related  to  commencing  and  pursuing  to  completion  any foreclosure of delinquent Special Taxes.

“Administrator” means the City Manager of the City of Murrieta, or his or her designee.

“Affordable  Housing”  me
ans  housing  as  defined  in  State  Density  Bonus  Law,  as  amended,  being Chapter 4.3 (commencing with Section 65915) of Division 1 of Title 7 of the Government Code of the State of California.

“Affordable Housing Property” means any Affordable Housing residential property on an Assessor’s Parcel for which a building permit for ne w construction has been issued by the City on or prior to June 1 preceding the Fiscal Year in which the Special Tax is being levied.

“Assessor’s Parcel” means a lot or parcel of land that is identifiable by an Assessor’s Parcel Number by the County Assessor of the County of Riverside.

“Assessor
’s Parcel Map” means an official map of the Assessor of the County designating parcels by Assessor’s Parcel Number.

“Assessor’s Parcel  Number”  means  the  identification  number  assigned  to  a  parcel  by  the  County Assessor of the County of Riverside.

765
City of Murrieta  Page 2
Community Facilities District No. 2025‐1 (Safety Services) “CFD”  or  “CFD  No.  2025‐1” means  the  City  of  Murrieta  Community  Facilities  District  No.  2025‐1 (Safety Services).

“City” means the City of Murrieta.

“County” means the County of Riverside.

“Developed Property” means all Assessor’s Parcels of Taxable Property for which a building permit for new construction  has been issued on or prior to May 1 prec eding the Fiscal Year in which the
Special Tax is being levied.

“Exempt Property” means all Assessors’ Parcels designated as being exempt from the Special Tax as provided for in Section D.

“Fiscal Year” means the period from and including July 1 st of any year to and including the following
June 30th.

“Maximum Special Tax” means the Maximum Special Tax, as applicable, levied within the CFD for any Fiscal Year.

“Multi‐Family  Property” means  all  Assessor's  Parcels  of  Developed  Property  for  which  a  building permit or use permit for the construction of a residential structure with two or more Residential Units that share a single Assessor's Parcel Num
ber, as determined by the Administrator, has been issued prior to May 1 preceding the Fiscal Year in which the Special Tax is being levied.

“Proportionately” means for Taxable Property, that the ratio of the actual Special Tax levy to the Maximum Special Tax is the same
for all Assessor’s Parcels.

“Rate and Method of Apportionment” or “RMA" means this Rate and Method of Apportionment of Special Taxes.

“Residential  Property”  means  all  Assessor’s  Parcels  of  Taxable  Property  upon  which  completed Residential Units have been constructed or for which building permits have been or may be issued for purposes of constructi
ng one or more Residential Units.

“Residential Unit” or "RU" means a residential unit that is used or intended to be used as a domicile by one or more persons, as determined by the Administrator. An Accessory Dwelling Unit that shares an Assessor’s Parcel with a Single Family Residential Property shall not be considered a Residential Unit for purposes of this Rate and Method of Apportionment.

“Services”  means  services  permitted  under  the  Mello‐Roos  Community  Facilities  Act  of  1982 including, without limitation, those services authorized to be funded by CFD No. 2025‐ 1 as set forth
in Appendix B.

“Single Family Property” means any residential property other than a Multi‐Family Property on an Assessor’s Parcel for which a building permit for new construction has been issued by the City on or prior to May 1 preceding the Fisc
al Year in which the Special Tax is being levied.

766
City of Murrieta  Page 3
Community Facilities District No. 2025‐1 (Safety Services) “Special  Tax”  means  the  Special  Tax  to  be  levied  in  each  Fiscal  Year  on  each  Assessor’s  Parcel  of Taxable Property.

"Special Tax Requirement" means the amount to be collected in any Fiscal Year to pay for certain costs as required to meet the public safety needs of CFD No. 2025‐1 in both the current Fiscal Year and the next
Fiscal Year. The costs to be covered shall be the direct costs for (i) police protection services, (ii) paramedic services, (iii) fund an operating reserve for the costs of Services as determined by the Administrator, and (iv) Administrative Expenses. Under no circumstances shall  the Special Tax Requirement include funds for bonds.
"Taxable  Property"  means  all  Assessor’s  Parcels  within  CFD  No.  2025‐1,  which  are  not  Exempt Property.

“Taxable Unit” means a Residential Unit.

“Undeveloped Property” means, for each Fiscal Year, all Taxable Property not classified as Developed Property.

B. RATE AND METHOD OF A PPORTIONMENT OF MAXIMUM SPECIAL TAX RATES

As of July 1 of each Fiscal Year, commencing July 1, 2026, the Council shall determine the Special Tax Requirement and shall levy the Special Tax upon each of the Assessor’s Parcels within the CFD which constitute a Developed Property of Single Family Property, Multi‐Family Property, or an Affordable Housing
Property until the aggregate amount of Special Tax equals the Special Tax Requirement. The Special Tax shall be levied Proportionately on all Assessor’s Parcels of Developed Property up to 100% of the applicable Maximum Special Tax to satisfy the Special Tax Requirement.

No Special Tax
shall be levied upon Undeveloped Property for which a Building Permit has not been issued on or prior to May 1 preceding the Fiscal Year in which the Special Tax is being levied.

The  Maximum  Special  Tax  for  Fiscal  Year  2025‐2026  for  a  Single  Family  Property,  Multi‐Family Property, and an Affordable Housing Property are shown below in Table 1.

TABLE 1
MAXIMUM SPECIAL TAX RATES

FISCAL YEAR 2025‐2026

Description
Taxable
Unit
Maximum
Special Tax
Single Family Property  RU  $580
Multi‐Family Property  RU  $468
Affordable Housing Property  RU  $250

Increase in the Maximum Special Tax

On each July 1, commencing on July 1, 2026 the Maximum Special Tax for Developed Property of Single Family Property and Multi‐Family Property shall increase by four percent (4.0%).  The Maximum Special Tax for Developed Property of Affordable Housing Property shall not increase annually. 767
City of Murrieta  Page 4
Community Facilities District No. 2025‐1 (Safety Services)

C. TERM OF SPECIAL TAX

For each Fiscal  Year, the Maximum Special Taxes shall be levied as long as  the Services are being provided within the boundaries of CFD No. 2025‐1.

D. EXEMPTIONS

The City shall classify as Exempt Property within CFD No. 2025‐1, any Assessor’s Parcel in any of the following cate
gories; (i) Assessor’s Parcels which are owned by, irrevocably offered for dedication, encumbered by or restricted in use by any public entity; (ii) Assessor’s Parcels with public or utility easements making impractical their utilization for other than the purposes set forth in the easement; (iii) Assessor’s Parcels which are privately owned but  are encumbered by or restricted solely for public uses; (iv) any Assessor’s Parcel which is in use in the performance of a public function as determined by the Administrator; or (v) any Assessor’s Parcel which is not a Single Family Property, Multi‐Family Property, or an Affordable Housing Property; (vi) any Assessor’s Parcel that qualifies for a welfar e exemption  under  applicable  state  or  local  law;  or  (vii)  any  Assessor’s  Parcel  that  is  owned  by  a property owner association and used for common area purposes.

E. APPEALS

Any property owner claiming that the amount or application of th e Special Taxes are not correct may file a written notice of appeal with the City not later than twelve months after having paid the first installment of the Special Tax that is disputed.  The Administrator shall promptly review the appeal, and if necessary, meet with the property owner, co nsider written and oral evidence regarding the amount of the Special Tax, and rule on the appeal.  If the Administrator’s decision requires that the Special Tax for an Assessor’s Parcel be modified or changed in favor of the property owner, a cash refund shall not be made, but an adjustment shall  be made to the Special Tax on that Assessor’s Parcel in the subsequent Fiscal Year(s).

F. MANNER OF COLLECTION

The  Maximum  Special  Taxes  levied  in  each  Fiscal  Year  shall  be  collected  in  the  same  manner  as ordinary ad valorem property taxes are collected and shall be subject to the same penalties and the
same procedure, sale, and lien priority in case of delinquency as is provided for ad valorem taxes.

However,  the  District  may  collect  the  Special  Tax  at  a  different  time  or  in  a  different  manner  if necessary to meet its financial obligations.

The Maximum Special Taxes when lev
ied shall be secured by the lien imposed pursuant to Section 3115.5 of the Streets and Highways Code.  This lien shall be a continuing lien and shall secure each levy of Maximum Special Taxes.  The lien of Maximum Special Taxes shall continue in force and effect until the Special Tax ceases to be levi ed in the manner provided by Section 53330.5 of the Government Code.

G. INTERPRETATION
Interpretations may be made by the Council by ordinance or resolution for purposes of clarifying any vagueness or ambiguity in this Rate and Method of Apportionment. 768
City of Murrieta  Page 5
Community Facilities District No. 2025‐1 (Safety Services) APPENDIX A

CITY OF MURRIETA
COMMUNITY FACILITIES DISTRICT NO. 2025‐1
(SAFETY SERVICES)

SUMMARY

Safety Services ‐ It is estimated that the cost of providing police and paramedic services being funded by the Special Tax for the Community Facilities District No. 2025‐1 (Safety Services) will be as follows for the Fiscal Year 2025‐2026:
 $580 per residential unit for Single Family Residential Property  $468 per residential uni t for Multi‐Family Residential Property  $250 per residential unit for Affordable Housing Residential Property

Annual Escalation ‐ On each July 1, commencing on July 1, 2026 the Maximum Special Tax for Developed Property of Single Family Property and Multi‐Family Property shall increase by four percent (4.0%).  The Maximum Special Tax for Developed Property of Affordable Housing Property shall not increase annually.

Fiscal
Year
Tract/
APN
Development
Name
No. of
Taxable
Units
Land Use
Category
Maximum
Special Tax  Subdivider
2025‐26  TR 38228  Discovery
Village  365  Single Family
Property  $580  Discovery Village, LLC

769
City of Murrieta  Page 6
Community Facilities District No. 2025‐1 (Safety Services) APPENDIX B

CITY OF MURRIETA
COMMUNITY FACILITIES DISTRICT NO. 2025‐1
(SAFETY SERVICES)
DESCRIPTION OF AUTHORIZED SERVICES

The services which may be funded with proceeds of the special tax of CFD No. 2025‐1, as provided by Section 53313 of the Act, will include some or all of the costs attributable to public safety.

These services include police protection services (including but not limited to criminal justice services), fire protec
tion and suppression services, and paramedic services.

In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may be  expended  to  pay  “Administrative  Expenses”  as  said  term  is  defined  in  the  Rate  and  Method  of Apportionment  and  to  establish  an  operating  reserv e  for  the  costs  of  services  as  determined  by  the Administrator.

The above services shall be limited to those provided within the boundaries of CFD No. 2025‐1 for the benefit of the properties within the boundaries of CFD No. 2025‐1 and said services may be financed by proceeds of the special tax of CFD No. 2025‐1 only to the ext ent that they are in addition to those provided in the territory of CFD No. 2025‐1 before CFD No. 2025‐1 was created.

770
Appendix B:

Proposed Boundary Map
771
()..�
,.-------------------P-R_ O_ P_O_S_E_D _B_O_U_N_D_A_R _Y_M_A_P ______________ �-- S
�
H
--
EE
�
T1
�
0 �
F 1!""'!!!'S!""!'!!!HE-ET�,.,,."'

I HEREBY CERTIFY THAT THE WITHIN MAP SHOWING PROPOSED
BOUNDARIES OF COMMUNITY FACILITIES DISTRICT NO. 2025-1
(SAFETY SERVICES), OF THE CITY OF MURRIETA, COUNTY

OF RIVERSIDE, STATE OF CALIFORNIA, WAS APPROVED BY THE

CITY COUNCIL OF THE CITY OF MURRIETA AT A REGULAR
MEETING THEREOF, HELD ON � DAY OF �y
20_!2_, BY RESOLUTION NO. '15-- t/&0 '5
titv\bl,t'� fl.,\Wlifil..,
'Vt.fll-h, 'Clh1
� J� ,J t\M1l. ft> r'L-
�. mi)(,t,.11�

CITY OF MURRIETA

FILED IN THE OFFICE OF THE CITY CLERK, CITY OF MURRIETA, THIS� DAY OF�, 20 1.�.
i..lJ.IAA /,��
��'1Cl'f;;�
i
�
t
�
-+-�-��---�-�-----'F"O�
c1TY CLERK/ ri� -f,ll ��rd

CITY OF MURRIETA
SPICER

CONSULTING GROUP
COMMUNITY FACILITIES DISTRICT NO. 2025-1
(SAFETY SERVICES}

OF THE CITY OF MURRIETA,

COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
(j)
0 150 300
CT\ I I D

COTTAGE WAY
2 RUNNING RABBIT RD
�
600 Feet
L
RECORDED THIS�AY OF'ff� , 201,� AT
THE HOUR oF\d1o'CLOCK fr._MI BOOK�
PAGE � OF MAPS OF ASSESSMENT AND COMMUNITY

FACILITIES DISTRICTS IN THE OFFICE OF THE COUNTY

RECORDER, IN THE COUNTY OF RIVERSIDE, STATE OF
CALIFORNIA.

No.:tei�•nososs�

PETER ALDANA, ASSESSOR, COUNTY CLERK, RECORDER
BY: __ -�rk---: ____ _
DEPUTY
LEGEND

CITY BOUNDARY

CFD BOUNDARY

PARCEL LINE

PARCEL NUMBER
0 LOT NUMBER

THIS BOUNDARY MAP CORRECTLY SHOWS THE LOT OR PARCEL OF LAND INCLUDED WITHIN THE BOUNDARIES OF THE COMMUNITY FACILITIES DISTRICT.

FOR DETAILS CONCERNING THE LINES AND DIMENSIONS OF LOTS OR PARCEL REFER TO THE COUNTY ASSESSOR MAPS FOR FISCAL YEAR 2024-25.

THE BOUNDARY OF COMMUNITY FACILITIES DISTRICT
NO. 2025-1 (SAFETY SERVICES) INCLUDES PARCELS 1 AND
2 AND LOTS 4, 5, 6, 7, AND 8, OF TH E CITY OF

MURRIETA
TRACT MAP NO. 38228 RECORDED IN

THE OFFICIAL RECORDS OF THE COUNTY OF
RIVERSIDE, STATE OF CALIFORNIA, ON THE 13TH DAY
OF DECEMBER, 2024, IN BOOK 499 OF MAPS, AT
PAGES 71-78, AS DOCUMENT NO. 2024-0379976.
772

I HEREBY CERTIFY THAT THE WITHIN MAP SHOWING PROPOSED

BOUNDARIES OF THE POTENTIAL ANNEXATION AREA
OF COMMUNITY FACILITIES DISTRICT NO. 2025-1 (SAFETY

SERVICES), CITY OF MURRIETA, COUNTY OF

RIVERSIDE, STATE OF CALIFORNIA, WAS APPROVED BY

THE CITY OF MURRIETA AT A REGULAR MEETING
THEREOF, HELD ON 4-ht DAY OF�, 20_!_3 BY
RESOLUTION NO. 1,t; • '{( 0�
ti�be.1'1 !LJ!wiifl2.,
l}ff i>k.i C,if-wl C.IUt...
•. � �O(l..,
�, Cri\t,t( Mt1>0V\C\(o(

CITY OF MURRIETA

FILED IN THE OFFICE OF THE CITY CLERK,
CITY OF MURRIETA, THIS � DAY OF hr.-11MK'i.A . 20h,
llim�t.rf� ll.aW\ir�
l't.1'""1.1 C-i-1"'1
�� t!Ulc.fotl..-
1TYCLER, � ci»t'OI \of

CITY OF MURRIETA
�
SPICER

CONSULTING GROUP
W+E

BOUNDARIES - POTENTIAL ANNEXATION AREA
COMMUNITY FACILITIES DISTRICT NO. 2025-1
(SAFETY SERVICES)

CITY OF MURRIETA,

COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
coP'1 �ti
SHEET 1 OF 1 SHEET
RECORDED THIS �AV OF r� . 201'5' AT
THE HOUR OFf�O'CLOCK �M IN OOK ��
PAGE rt OF MA PS OF ASSESSMENT AND COMMUNITY

FACILITIES DISTRICTS IN THE OFFICE OF THE COUNTY

RECORDER, IN THE COUNTY OF RIVERSIDE, STATE OF
CA LIFORNIA.

FEE: '" N0.:1,0JS· D0SO�S'Z.

PETER ALDANA, ASSESSOR, COUNTY CLERK, RECORDER
BY: cf?:

DEPUTY
LEGEND

ANNEXATION BOUNDARY
773
Appendix C:

Resolution of Intention
774

4888-3862-0847v5/022972-0046
RESOLUTION NO. 25-4805

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

MURRIETA DECLARING ITS INTENTION TO ESTABLISH
COMMUNITY FACILITIES DISTRICT NO. 2025-1 (SAFETY

SERVICES) OF THE CITY OF MURRIETA, TO AUTHORIZE THE

LEVY OF A SPECIAL TAX ON PROPERTY WITHIN THE

DISTRICT TO PAY THE COSTS OF PROVIDING PUBLIC

SAFETY SERVICES
WHEREAS, the City of Murrieta (the “City”) has received a petition (the “Petition”) signed by the owner of more than ten percent of the land within the boundaries of which is proposed for inclusion in a proposed community facilities district which meets the requirements of Sections 53318 and 53319 of the Government Code of the State of California (the “Government Code”); and
WHEREAS, the City Council of the C ity (the “ City Council ”) desires to adopt this resolution of intention as provided in Section 53321 of the Government Code to establish a community facilities district consisting of the territory describ ed in Attachment “A” hereto and incorporated herein by this reference, which the City Council hereby determines shall be known as “Community Facilities District No. 2025-1 (Safety Services) of the City of Murrieta” (“Community Facilities District No. 2025-1” or the “District”) pursuant to the Mello -Roos Community Facilities Act of 1982, as amended, commencing with Section 53311 of the Government Code (the “Act”) to (1) finance police protection services (including but not limited to criminal justice services), fire protection and suppression services, and paramedic services described in Attachment “ B” hereto and incorporated herein by this reference (the “Services”), and ( 2) finance the incidental expenses to be incurred in connection with forming and administering the District and financing the Services (the “Services Incidental Expenses”); and WHEREAS, pursuant to Sections 53329.6 and 53339 et seq. of the Act and in accordance with the request of the owner submitting the petition, the City Council pr oposes to designate the property described in Attachment “B” hereto and incorporated herein by this references as territory proposed for annexation to Community Facilities District No. 2025-1 in the future (the “Potential Annexation Area”), with the condition that a parcel or parcels within such territory may be annexed and subjected to the special tax of Community Facilities District No. 2025-1 only with the unanimous consent and approval of the owner or owners of the parcel or parcels (the “Unanimous Consent and Approval”) at the time of annexation or in compliance with other procedures established by the Act; and
WHEREAS, the City Council further intends to approve an estimate of the costs of the Services and the Services Incidental Expenses for Community Facilities District No. 2025-1; and WHEREAS, it is the intention of the City Council to consider financing the Services and the Services Incidental Expenses through the formation of Community Facilities District No. 2025-1 and the levy of a special tax to pay for such Services and Services Incidental Expenses; and
WHEREAS, it is the intention of the City Council to consider financing the Services and the Services Incidental Expenses through the annexation of additional property within the Potential Annexation Area to the District and the levy of a special tax within the pro perty so annexed to pay for the Services and the Services Incidental Expenses, provided that the special Docusign Envelope ID: B96829C6-E17C-46E9-8B05-11A9CBF32911 775

2 4888-3862-0847v5/022972-0046
tax levies are approved by the Unanimous Consent and Approval of the owner or owners of the parcel or parcels in accordance with Sections 53329.6 and 5 3339 et seq. of the Act, and approval of the City Council acting as the legislative body of the District at the time of annexation;

NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF MURRIETA AS FOLLOWS:

Section 1. The above recitals are true and correct.

Section 2. A community facilities district is proposed to be established under the terms of the Act. It is further proposed that the legal boundaries of Community Facilities District No. 2025-1 shall be those described in Attachment “A” h ereto, which boundaries shall, upon recordation of the boundary map for proposed Community Facilities District No. 2025-1, include the entirety of any parcel subject to taxation by the District. The City Council further proposes to designate the Potential Annexation Area described in Attachment “A” hereto as property proposed for annexation into the District in the future, by submittal of Unanimous Consent and Approval of the owner or owners of such parcel or parcels, as approved by the City Council acting as the legislative body of the District at the time that such parcel or parcels are annexed to the District.

The proposed boundaries of the District and the Potential Annexation Area are depicted on the map of proposed Community Facilities District No. 2025-1 which is included in Attachment “A” hereto. The City Clerk is hereby directed to sign the original map of the proposed boundaries and record it with all proper endorsements thereon with the County Recorder of the County of Riverside 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.

Section 3. The name of the proposed community facilities district shall be “Community Facilities District No. 2025-1 (Safety Services) of the City of Murrieta.” Section 4. The Services proposed to be provided for the benefit of Community Facilities District No. 2025-1 are public services as defined in the Act, and this City Council finds and determines that the Services to be financed are in addition to those provided in the territory of the District, including the Potential Annexation Area, at the present time and do not supplant services already available within the territory of the District at the present time. The City Council hereby finds and determines that the description of the Services herein is sufficiently informative to allow taxpayers within the proposed District , including the Potential Annexation Area, to understand what the funds of the District may be used to finance. The Services Incidental Expenses expected to be incurred include the costs of planning the Services, the costs of forming the District, the cost of levying and collecting a specia l tax within the proposed District and the cost of administration.

Section 5. 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 a separate special tax, secured by recordation of a continuing lien against all nonexempt real prope rty in the District, sufficient to pay for the Services and the Services Incidental Expenses .

Notwithstanding the foregoing, the District shall not record a special tax lien on property within the Potential Annexation Area until the owner or owners of the parcel or parcels thereof have given their unanimous approval of the parcel’s or parcels’ annexation to the District . The rate and method of apportionment and manner of collection of the special tax es are described in Docusign Envelope ID: B96829C6-E17C-46E9-8B05-11A9CBF32911 776

3 4888-3862-0847v5/022972-0046
detail in Attachment “C” attached he reto, which Attachment “C” is incorporated herein by this reference. Attachment “C” allows each landowner within the District to estimate the maximum amount that may be levied against each parcel.

The special taxes for Services may be increased by an amou nt not to exceed four percent (4%) per year to the extent permitted in the Rate and Method . The special tax for Services may be levied for such period as the Services are needed, as further described in Attachment “C” hereto.

The special taxes are based on the expected demand that each parcel of real property within proposed Community Facilities District No. 2025-1 will place on the Services. The City Council hereby determines that the proposed Services are necessary to meet the increased demand p laced upon the City and the existing police protection services (including but not limited to criminal justice services), fire, rescue and paramedic services in the City as a result of the development of the land proposed for inclusion in the District. Th e City Council hereby determines the rate and method of apportionment of the special tax es 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 s pecial taxes are not on or based upon the value or ownership of real property.

Section 6. A public hearing (the “Hearing”) on the establishment of the proposed Community Facilities District No. 2025-1, the proposed rate and method of apportionment of the special taxes to finance the Services and the Services Incidental Expenses shall be held 6:00 p.m., or as soon thereafter as practicable, on April 1 , 202 5, at the City of Murrieta Council Chambers, 1 Town Square, Murrieta, California. Should the City Council determine to form the District, a special election will be held to authorize the levy of the special tax es in accordance with the procedures contained in Government Code Section 53326. If held, the proposed voting procedure at the election will be a l andowner vote with each landowner who is the owner of record of land within the District (excluding the Potential Annexation Area) at the close of the Hearing, or the authorized representative thereof, 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.

Section 7. The City Council does not intend to make any adjustment in property taxation pursuant to Sections 53313.6 and 53313.7 of the Act.

Section 8. 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. 2025-1 and the Potential Annexation Area, may appear and be heard.

Section 9. Each City officer who is or will be responsible for administering the proposed Community Facilities District No. 2025-1, 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 services by type which will in his or her opinion be required to meet adequately the needs of Community Facilities District No. 2025- 1 and an estimate of the cost of providing those services, and an estimate of the fair and reasonable cost of Services Incidental Expenses to be incurred.

Section 10. 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 Docusign Envelope ID: B96829C6-E17C-46E9-8B05-11A9CBF32911 777

4 4888-3862-0847v5/022972-0046
District No. 2025-1. The District may enter into an agreement with the person or enti ty 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.

Section 11. 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. 2025-1. The City Clerk is further directed to mail a copy of the Notice to each landowner within the boundaries of the District at least 15 days prior to the Hearing. The Notice shall contain the text or a summary of this Resolution, the time and place of the Heari ng, 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 district and a description of the proposed voting procedure for the electio n required by the Act. Such publication shall be completed at least seven (7) days prior to the date of the Hearing.

Section 12. This Resolution shall be effective upon its adoption.

PASSED AND ADOPTED by the City Council at a regular meeting held on the 4th day of February, 2025.

CITY COUNCIL OF THE CITY OF MURRIETA

By:_______________________________
Cindy Warren
Mayor of the City of Murrieta
ATTEST:
________________________________
Cristal McDonald
City Clerk of the City of Murrieta

Docusign Envelope ID: B96829C6-E17C-46E9-8B05-11A9CBF32911 _______________________
Tiffany Israel, City Attorney
APPROVED AS TO FORM:
778

5 4888-3862-0847v5/022972-0046

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )ss.

CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, do hereby certify that the foregoing Resolution No. 25-4805 was duly adopted by the City Council of the City of Murrieta at a regular meeting held on the 4th day of February, 2025, by the following votes:

AYES: DeForest, Holliday, Levell, Warren
NOES: Stone
ABSENT: None

Cristal McDonald, City Clerk

Docusign Envelope ID: B96829C6-E17C-46E9-8B05-11A9CBF32911 None
DeForest, Stone, Holliday, Levell, Warren
779

A-1
4888-3862-0847v5/022972-0046

ATTACHMENT A
Proposed Boundaries
Community Facilities District No. 2025-1 (Safety Services) of the City of Murrieta,
Riverside County, California

Docusign Envelope ID: B96829C6-E17C-46E9-8B05-11A9CBF32911 780

A-2
4888-3862-0847v5/022972-0046

Docusign Envelope ID: B96829C6-E17C-46E9-8B05-11A9CBF32911 781

B-1
4888-3862-0847v5/022972-0046

ATTACHMENT B
Types of Services
to be Financed by
Community Facilities District No. 2025-1 (Safety Services) of the City of Murrieta
The services which may be funded with proceeds of the special tax of CFD No. 2025 -1, as provided by Section 53313 of the Act, will include some or all of the costs attributable to public safety. Capitalized terms used and not defined herein shall have the meanings set forth in the Rate and Method of Apportionment of Special Tax for CFD No. 2025-1.

These services include police protection services (including but not limited to criminal justice services), fire protection and suppression services, and paramedic services.

In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may be expended to pay “Administrative Expenses” as said term is defined in the Rate and Method of Apportionment and to establish an operati ng reserve for the costs of services as determined by the Administrator.

The above services shall be limited to those provided within the boundaries of CFD No. 2025 -1 and the Potential Annexation Area of CFD No 2025 -1 or for the benefit of the properties within the boundaries of CFD No. 2025 -1 and the Potential Annexation Area of CFD No, 2025 -1, as the boundary is expanded from time to time by anticipated annexations, and said services may be financed by proceeds of the special tax of CFD No. 2025 -1 only to the extent that they are in addition to those provided in the territory of CFD No. 2025 -1 before CFD No. 2025 -1 was created.

Docusign Envelope ID: B96829C6-E17C-46E9-8B05-11A9CBF32911 782

C-1
4888-3862-0847v5/022972-0046

ATTACHMENT C

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. 2025-1 (SAFETY SERVICES)

OF THE CITY OF MURRIETA

A Special Tax (the “Special Tax”) shall be levied on and collected from each Assessor’s Parcel (defined below) in Community Facilities District No. 2025 -1 (Safety Services) (the “CFD No. 2025-1” or “CFD”; defined below), in each Fiscal Year, (defined below), commencing in the Fiscal Year beginning July 1, 20 25, in an amount determined by the City Council of the City of Murrieta, acting in its capacity as the legislative body of CFD No. 2025 -1, by applying the rate and method of apportionment set forth below. All of the real property in CFD No. 2025-1, unless exempted by law or by the provisions herein, shall be taxed to the extent and in the manner provided herein.

A. DEFINITIONS
“Accessory Dwelling Unit” means a residential unit of limited size including smaller secondary unit(s) that shares an Assessor’s Parcel with Single Family Residential Property that has a stand-alone Residential Unit.

“Administrative Expenses” means the actual or reasonably estimated costs directly related to the formation and administration of CFD No. 2025 -1 including, but not limi ted to:
the costs of computing the Special Taxes and preparing the annual Special Tax collection schedules (whether by the City or designee thereof or both); the costs to the City, CFD No. 2025-1, or any designee thereof associated with fulfilling the CFD No. 2025 -1 reporting requirements; the costs associated with responding to public inquiries regarding the Special Taxes; the costs of the City, CFD No. 2025 -1 or any designee thereof related to an appeal of the Special Tax; and the City’s annual administra tion fees, collection expenses, and third party expenses. Administrative Expenses shall also include amounts estimated or advanced by the City or CFD No. 2025 -1 for any other administrative purposes of CFD No. 2025-1, including attorney’s fees and other c osts related to commencing and pursuing to completion any foreclosure of delinquent Special Taxes.

“Administrator” means the City Manager of the City of Murrieta, or his or her designee.

“Affordable Housing” means housing as defined in State Density Bonus Law, as amended, being Chapter 4.3 (commencing with Section 65915) of Division 1 of Title 7 of the Government Code of the State of California.

“Affordable Housing Property” means any Affordable Housing resi dential property on an Assessor’s Parcel for which a building permit for new construction has been issued by the City on or prior to June 1 preceding the Fiscal Year in which the Special Tax is being levied.

“Assessor’s Parcel” means a lot or parcel of la nd that is identifiable by an Assessor’s Parcel Number by the County Assessor of the County of Riverside.

“Assessor’s Parcel Map” means an official map of the Assessor of the County designating parcels by Assessor’s Parcel Number.

Docusign Envelope ID: B96829C6-E17C-46E9-8B05-11A9CBF32911 783

C-2
4888-3862-0847v5/022972-0046
“Assessor’s Parcel Number” means the identification number assigned to a parcel by the County Assessor of the County of Riverside.

“CFD” or “CFD No. 2025 -1” means the City of Murrieta Community Facilities District No. 2025-1 (Safety Services).

“City” means the City of Murrieta.

“County” means the County of Riverside.

“Developed Property” means all Assessor’s Parcels of Taxable Property for which a building permit for new construction has been issued on or prior to May 1 preceding the Fiscal Year in which the Special Tax is being levied.

“Exempt Property” means all Assessors’ Parcels designated as being exempt from the Special Tax as provided for in Section D.

“Fiscal Year” means the period from and including July 1 st of any year to and including the following June 30th.

“Maximum Special Tax” means the Maximum Special Tax, as applicable, levied within the CFD for any Fiscal Year.

“Multi-Family Property” means all Assessor's Parcels of Developed Property for which a building permit or use permit for the construction of a r esidential structure with two or more Residential Units that share a single Assessor's Parcel Number, as determined by the Administrator, has been issued prior to May 1 preceding the Fiscal Year in which the Special Tax is being levied.

“Proportionately” means for Taxable Property, that the ratio of the actual Special Tax levy to the Maximum Special Tax is the same for all Assessor’s Parcels.

“Rate and Method of Apportionment” or “RMA" means this Rate and Method of Apportionment of Special Taxes.

“Residential Property” means all Assessor’s Parcels of Taxable Property upon which completed Residential Units have been constructed or for which building permits have been or may be issued for purposes of constructing one or more Residential Units.

“Residential Unit” or "RU" means a residential unit that is used or intended to be used as a domicile by one or more persons, as determined by the Administrator. An Accessory Dwelling Unit that shares an Assessor’s Parcel with a Single Family Residential Property shall not be considered a Residential Unit for purposes of this Rate and Method of Apportionment.

“Services” means services permitted under the Mello -Roos Community Facilities Act of 1982 including, without limitation, those services authorized to be funded by CFD No. 2025- 1 as set forth in Appendix B.

“Single Family Property” means any residential property other than a Multi -Family Property on an Assessor’s Parcel for which a building permit for new construction has been Docusign Envelope ID: B96829C6-E17C-46E9-8B05-11A9CBF32911 784

C-3
4888-3862-0847v5/022972-0046
issued by the City on or prior to May 1 preceding the Fiscal Year in which the Special Tax is being levied.

“Special Tax” means the Special Tax to be levied in each Fiscal Year on each Assessor’s Parcel of Taxable Property.

"Special Tax Requirement" means the amount to be collected in any Fiscal Year to pay for certain costs as required to meet the public safety needs of CFD No. 2025 -1 in both the current Fiscal Year and the next Fiscal Year. The costs to be covered shall be the direct costs for (i) police protection services, (ii) paramedic services, (iii) fund an operating reserve for the costs of Services as determined by the Administrator, and (iv) Administrative Expenses. Under no circumstances shall the Special Tax Requirement include funds for bonds.
"Taxable Property" means all Ass essor’s Parcels within CFD No. 2025 -1, which are not Exempt Property.

“Taxable Unit” means a Residential Unit.

“Undeveloped Property” means, for each Fiscal Year, all Taxable Property not classified as Developed Property.

B. RATE AND METHOD OF APPORTIONMENT OF MAXIMUM SPECIAL TAX RATES As of July 1 of each Fiscal Year, commencing July 1, 2026, the Council shall determine the Special Tax Requirement and shall levy the Special Tax upon each of the Assessor’s Parcels within the CFD which constitute a Developed Property of Single Family Property, Multi-Family Property, or an Affordable Housing Property until the aggregate amount of Special Tax equals the Special Tax Requirement. The Special Tax shall be levied Proportionately on all Assessor’s Parcel s of Developed Property up to 100% of the applicable Maximum Special Tax to satisfy the Special Tax Requirement.

No Special Tax shall be levied upon Undeveloped Property for which a Building Permit has not been issued on or prior to May 1 preceding the F iscal Year in which the Special Tax is being levied.

The Maximum Special Tax for Fiscal Year 2025 -2026 for a Single Family Property, Multi - Family Property, and an Affordable Housing Property are shown below in Table 1.

TABLE 1

MAXIMUM SPECIAL TAX RATES
FISCAL YEAR 2025-2026

Description
Taxable
Unit
Maximum
Special Tax
Single Family Property RU $580
Multi-Family Property RU $468
Affordable Housing Property RU $250

Docusign Envelope ID: B96829C6-E17C-46E9-8B05-11A9CBF32911 785

C-4
4888-3862-0847v5/022972-0046
Increase in the Maximum Special Tax
On each July 1, commencing on July 1, 2026 the Maximum Special Tax for Developed Property of Single Family Property and Multi -Family Property shall increase by four percent (4.0%). The Maximum Special Tax for Developed Property of Affordable Housing Property shall not increase annually.

C. TERM OF SPECIAL TAX
For each Fiscal Year, the Maximum Special Taxes shall be levied as long as the Services are being provided within the boundaries of CFD No. 2025-1.

D. EXEMPTIONS
The City shall classify as Exempt Property within CFD No. 2025 -1, any Assessor’s Parcel in any of the following categories; (i) Assessor’s Parcels which are owned by, irrevocably offered for dedication, encumbered by or restricted in use by any public entity; (ii) Assessor’s Parcels with public or utility easements making impractical their ut ilization for other than the purposes set forth in the easement; (iii) Assessor’s Parcels which are privately owned but are encumbered by or restricted solely for public uses; (iv) any Assessor’s Parcel which is in use in the performance of a public functi on as determined by the Administrator; or (v) any Assessor’s Parcel which is not a Single Family Property, Multi -Family Property, or an Affordable Housing Property; (vi) any Assessor’s Parcel that qualifies for a welfare exemption under applicable state or local law; or (vii) any Assessor’s Parcel that is owned by a property owner association and used for common area purposes.

E. APPEALS
Any property owner claiming that the amount or application of the Special Taxes are not correct may file a written notice o f appeal with the City not later than twelve months after having paid the first installment of the Special Tax that is disputed. The 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 Administrator’s decision requires that the Special Tax for an Assessor’s Parcel be modified or changed in favor of the property owner, a cash refund shall not be made, but an adjustment shall be made to the Special Tax on that Assessor’s Parcel in the subsequent Fiscal Year(s).

F. MANNER OF COLLECTION
The Maximum Special Taxes levied in each Fiscal Year shall be collected in the same manner as ordinary ad valorem property taxes are collected and shall be subject to the same penalties and the same procedure, sale, and lien priority in case of delinquency as is provided for ad valorem taxes. However, the District may collect the Special Tax at a different time or in a different manner if necessary to meet its financial obligations.

The Maximum Special Taxes when levied shall be secured by the lien impos ed pursuant to Section 3115.5 of the Streets and Highways Code. This lien shall be a continuing lien and shall secure each levy of Maximum Special Taxes. The lien of Maximum Special Taxes shall continue in force and effect until the Special Tax ceases to be levied in the manner provided by Section 53330.5 of the Government Code.

Docusign Envelope ID: B96829C6-E17C-46E9-8B05-11A9CBF32911 786

C-5
4888-3862-0847v5/022972-0046
G. INTERPRETATION
Interpretations may be made by the Council by ordinance or resolution for purposes of clarifying any vagueness or ambiguity in this Rate and Method of Apportionment.

Docusign Envelope ID: B96829C6-E17C-46E9-8B05-11A9CBF32911 787

C-6
4888-3862-0847v5/022972-0046

APPENDIX A

CITY OF MURRIETA
COMMUNITY FACILITIES DISTRICT NO. 2025-1
(SAFETY SERVICES)

SUMMARY

Safety Services - It is estimated that the cost of providing police and paramedic services being funded by the Special Tax for the Community Facilities District No. 2025-1 (Safety Services) will be as follows for the Fiscal Year 2025-2026:
 $580 per residential unit for Single Family Residential Property  $468 per residential unit for Multi-Family Residential Property  $250 per residential unit for Affordable Housing Residential Property

Annual Escalation - On each July 1, commencing on July 1, 2026 the Maximum Special Tax for Developed Property of Single Family Property and Multi -Family Property shall increase by four percent (4.0%). The Maximum Special Tax for Developed Property of Affordable Housing Property shall not increase annually.

Fiscal
Year
Tract/
APN
Development
Name
No. of
Taxable
Units
Land Use
Category
Maximum
Special Tax Subdivider
2025-26 TR
38228
Discovery
Village 365 Single Family
Property $580 Discovery Village,
LLC
Docusign Envelope ID: B96829C6-E17C-46E9-8B05-11A9CBF32911 788

C-7
4888-3862-0847v5/022972-0046

APPENDIX B

CITY OF MURRIETA
COMMUNITY FACILITIES DISTRICT NO. 2025-1
(SAFETY SERVICES)

DESCRIPTION OF AUTHORIZED SERVICES

The services which may be funded with proceeds of the special tax of CFD No. 2025 -1, as provided by Section 53313 of the Act, will include some or all of the costs attributable to public safety.

These services include police protection services (including but not limited to criminal justice services), fire protection and suppression services, and paramedic services.

In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may be expended to pay “Administrative Expenses” as said term is defined in the Rate and Method of Apportionment and to establish an operating reserve for the costs of services as determined by the Administrator.

The above services shall be limited to those provided within the boundaries of CFD No. 2025 -1 for the benefit of the properties within the boundaries of CFD No. 2025 -1 and said services may be financed by proceeds of the special tax of CFD No. 2025-1 only to the extent that they are in addition to those provided in the territory of CFD No. 2025 -1 before CFD No. 2025 -1 was created.

Docusign Envelope ID: B96829C6-E17C-46E9-8B05-11A9CBF32911 789

790
Stradling Yocca Carlson & Rauth
Draft of March 6, 2025
4901-7424-6171v3/022972-0046
RESOLUTION NO. 25-4820

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

MURRIETA, CALIFORNIA, ESTABLISHING COMMUNITY
FACILITIES DISTRICT NO. 2025-1 ( SAFETY SERVICES ) OF

THE CITY OF MURRIETA, AUTHORIZING THE LEVY OF A

SPECIAL TAX THEREIN, CALLING AN ELECTION A ND

APPROVING AND AUTHORIZING CERTAIN ACTIONS

RELATED THERETO
WHEREAS, the City Council (the “City Council”) of the City of Murrieta (the “City”) has heretofore adopted Resolution No. 25-4805 stating its intention to form Community Facilities District No. 2025-1 (Safety Services) of the City of Murrieta (“Community Facilities District No. 2025-1 (Safety Services) ” or the “District”) and a Potential Annexation Area therein (the “Potential Annexation Area”) pursuant to the Mello -Roos Community Facilities Act o f 1982, as amended, being Chapter 2.5 of Part 1 of Division 2 of Title 5 of the Government Code of the State of California (the “Act”); and
WHEREAS, a copy of Resolution No. 25-4805 setting forth a description of the proposed boundaries of Community Facil ities District No. 2025-1 (Safety Services) , the proposed boundaries of the Potential Annexation Area, the services and incidental expenses to be financed by the District and the rate and method of apportionment of the special tax proposed to be levied within the District is on file with the City Clerk; and WHEREAS, notice was published and mailed to all landowners of the land proposed to be included within the District as required by law relative to the intention of this City Council to form proposed Commu nity Facilities Distri ct No. 2025-1 (Safety Services) , to designate the Potential Annexation Area proposed for annexation to the District in the future and to levy a special tax therein to finance the services and incidental expenses described in Resolutio n No. 25-4805; and
WHEREAS, on April 1, 2025 , this City Council conducted a noticed public hearing as required by law relative to the proposed formation of Community Facilities District No. 2025-1 (Safety Services), the designation of the Potential Annexat ion Area, and the levy of the special tax therein; and
WHEREAS, at the April 1, 2025 , public hearing there was filed with this City Council a report containing a description of the services necessary to meet the needs of the District and an estimate of the cost of such services as required by Section 53321.5 of the Act (the “Engineer’s Report”); and
WHEREAS, at the April 1, 2025 , public hearing all persons desiring to be heard on all matters pertaining to the formation of Community Facilities District No. 2025-1 (Safety Services), the designation of the Potential Annexation Area, and the levy of the special tax were heard and full and fair hearings were held; and
WHEREAS, following the public hearing, this City Council has determined to authorize the formation of the District to finance the types of services (the “Services”) and the incidental expenses (the “ Services Incidental Expenses ”) set forth in Attachment “B” hereto , which are described in more detail in the Engineer’s Report; and
791

2 4901-7424-6171v3/022972-0046
WHEREAS, at the publi c hearing evidence was presented to this City Council on the matters before it and the proposed special tax to be levied within the District was not precluded by a majority protest of the type described in Section 53324 of the Act, and this City Council at the conclusion of the hearing was fully advised as to all matters relating to the formation of the District, the designation of the Potential Annexation Area and the levy of the special tax; and WHEREAS, this City Council has determined , based on a Certif icate of Registrar of Voters of the County of Riverside on file in the off ice of the City Clerk, that no registered voters have been residing in the proposed boundaries of Community Facilities District No. 2025-1 (Safety Services) for each of the 90 days prior to April 1, 2025, and that the qualified electors in Community Facilities District No. 2025-1 (Safety Services) are the landowners within the District; and
WHEREAS, on the basis of all of the foregoing, this City Council has determined to proceed with the establishment of Community Facilities District No. 2025-1 (Safety Services) and to call an election therein to authorize (i) the levy of special taxes pursuant to the rate and method of apportionment of the special tax, as set forth in Attachment “A” attached hereto, and (ii) the establishment of an appropriations limit for Community Facilities District No. 2025-1 (Safety Services);

NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF MURRIETA AS FOLLOWS:

Section 1. Each of the above recitals is true and correct.

Section 2. A community facilities district to be designated “Community Facilities District No. 2025-1 (Safety Services) of the City of Murrieta” is hereby established pursuant to the Act. The City Council hereby finds and determines that all prior proc eedings taken with respect to the establishment of the District were valid and in conformity with the requirements of law, including the Act. This finding is made in accordance with the provisions of Section 53325.1(b) of the Act.

Section 3. The boundaries of Commun ity Facilities District No. 2025 -1 (Safety Services) are established as shown on the map designated “Proposed Boundary Map Community Facilities District No. 2025 -1 (Safety Services) of the City of Murrieta, County of Riverside, State of California,” which map is on file in the office of the City Clerk and was recorded pursuant to Sections 3111 and 3113 of the Streets and Highways Code in the County Book of Maps of Assessment and Community Facilities Districts in the Assessor -County Clerk- Recorder’s office of the County of Riverside in Book No. 95 Page No. 2 9, on February 20, 2025 as Instrument No. 2025-0050553.

In addition, the boundaries of the Potential Annexation Area are established and designated for future annexation to the District pursuant to Sections 53339.2 and 53339.3 of the Act in accordance with Resolution No. 25 -4805, as shown on the map designated “Boundaries—Potential Annexati on Area Community Facilities District No. 2025 -1 (Safety Services) of the City of Murrieta, County of Riverside, State of California,” which map is on file in the office of the City Clerk and was recorded pursuant to Sections 3111 and 3113 of the Streets and Highways Code in the County Book of Maps of Assessment and Community Facilities Districts in the Assessor-County Clerk-Recorder’s office of the County of Riverside in Book No. 95 Page No. 28, on February 20, 2025, as Instrument No. 2025-0050552. 792

3 4901-7424-6171v3/022972-0046
Section 4. The types of Services and Services Incidental Expenses authorized to be provided for Community Facilities District No. 2025-1 (Safety Services) are those set forth in Attachment “B” attached hereto . The estimated cost of the Services and Services Incidental Expenses to be financed is set forth in the Engineer’s Report, which estimates may change as the Facilities are designed and bid for construction and acquisition, as applicable.

Section 5. The City Council finds and determines that the proposed Services are necessary to meet the increased demand that will be placed upon local agencies and public infrastructure as a result of new develo pment within the District and that the Services to be financed benefit residents of the City and the future residents of the District.

Section 6. Except where funds are otherwise available, it is the intention of th is City Council, subject to the approval of the eligible voters of the District, to levy annually a special tax at the rates set forth in Attachment “A ” hereto on all non -exempt property within the Dis trict sufficient to pay for the Services and the Services Incidental Expenses. This Resolution hereby amends Resolution No. 25-4805 to replace the Rate and Method of Apportionment of Special Tax for Community Facilities District No. 2025-1 (Safety Services) of the City of Murrieta , Attachment C thereto with Attachment A hereto in its entirety. The District expects to incur, and in certain cases has already incurred, Services Incidental Expenses in connection with the creation of the District, the levying and collecting of the special tax, and the annual administration of the District. The rate and method of a pportionment of the special tax is described in detail in Attachment “A” hereto and incorporated herein by this reference, and the City Council hereby finds that Attachment “A” contains suff icient detail to allow each landowner within the District to estimate the maximum amount that may be levied against each parcel. As described in greater detail in the Engineer’s Report, which is incorporated by reference herein, the special tax is based on the expected demand that each parcel of real property within Community Facilities District No. 2025-1 (Safety Services) will place on the Services and on the benefit that each parcel will derive from the right to access the Services and, accordingly, is hereby determined to be reasonable. The special tax shall be levied on each assessor’s parcel so long as the Services are being provided within CFD No. 2025-1 (Safety Services) . The special tax is apportioned to each parcel on the foregoing bases pursuant to Section 53325.3 of the Act and such special tax is not on or based upon the ownership of real property or the assessed value of real property.

Section 7. The City Manager of the City of Murrieta, 1 Town Square, Murrieta, California 92562, telephone number (951) 461-6010, will be responsible for preparing annually, or authorizing a designee to prepare, a current roll of special tax levy obligations by assessor’s parcel number and will be responsible for estimating future special tax levies pursuant to Section 53340.2 of the Act.

Section 8. Upon recordation of a notice of special tax lien p ursuant to Section 3114.5 of the Streets and Highways Code, a continuing lien to secure each levy of the special tax shall attach to all non-exempt real property in the District and this lien shall continue in force and effect until the special tax obligat ion is prepaid and permanently satisfied and the lien canceled in accordance with law or until collection of the special tax by the District ceases.

Section 9. Consistent with Section 53325.6 of the Act, the City Council finds and determines that the land within Comm unity Facilities District No. 2025-1 (Safety Services) , if any, devoted primarily to agricultural, timber or livestock uses and being used for the commercial production of agricultural, timb er or livestock products is contiguous to other land within Community Facilities District No. 2025-1 (Safety Services) and will be benefited by the 793

4 4901-7424-6171v3/022972-0046
Services proposed to be provided within Community Facilities District No. 2025-1 (Safety Services).

Section 10. It is hereby further determined that there is no ad valorem property tax currently being levied on property within proposed Community Facilities District No. 2025-1 (Safety Services) for the exclusive purpose of paying for the same services to the territory of Community Facilities District No. 2025-1 (Safety Services) as are pro posed to be provided by the Services to be financed by Community Facilities District No. 2025-1 (Safety Services).

Section 11. Written protests against the establishment of the District have not been filed by one-half or more of the registered voters within the bounda ries of the District or by the property owners of one -half (1/2) or more of the area of land within the District. The City Council hereby finds that the proposed special tax has not been pr ecluded by a majority protest pursuant to Section 53324 of the Act.

Written protests against the establishment of the Potential Annexation Area have not been filed by one -half or more of the registered voters within the boundaries of the Potential Annexation Area or by the property owners of one -half (1/2) or more of t he area of land within the Potential Annexation Area. The City Council hereby finds that the proposed special tax has not been precluded by a majority protest pursuant to Section 53339.6 of the Act.

Section 12. An election is hereby called for Community Facilities Di strict No. 2025-1 (Safety Services) on the propositions of levying the special tax on the property within Community Facilities District No. 2025-1 (Safety Services) and establishing an appropriations limit for the District pursuant to Section 53325.7 of th e Act. The language of the propositions to be placed on the ballot is attached hereto as Attachment “C.” Section 13. The date of the election for Community Facilities District No. 2025-1 (Safety Services) on the propositions of authorizing the levy of the special tax and establishing an appropriations limit for the District shall be April 1, 2025, or such later date as is consented to by the City Clerk of the City of Murrieta; provided that, if the election is to take place sooner than 90 days after April 1, 2025, then the unanimous written consent of each qualified elector within the District to such election date must be obtained . The polls shall be open for said election immediately following the pub lic hearing. The election shall be conducted by the City Clerk.

Except as otherwise provided by the Act, the election shall be conducted in accordance with the provisions of law regulating elections of the City of Murrieta insofar as such provisions are determined by the City Clerk to be applicable. The City Clerk is authorized to conduct the election following the adoption of this resolution, and all ballots shall be received by, and the City Clerk shall close the election by, 11:00 p.m. on the election day; provided the election shall be closed at such earlier time a s all qualified electors have voted as provided in Section 53326(d) of the Act. Pursuant to Section 53326 of the Act, the ballots for the special election shall be distributed in person , or by mail with return postage prepaid , to the qualified electors within Community Facilities District No. 2025-1 (Safety Services). The City Clerk has secured a certificate of the Certificate of Registrar of Voters of the County of Riverside certifying that there were no registered voters within the District. Accordingl y, since there were fewer than 12 registered voters within the District for each of the 90 days preceding April 1, 2025, the qualified electors shall be the landowners within the District and each landowner, or the authorized representative thereof, shall have one vote for each acre or portion thereof that such landowner owns within Community Facilities District No. 2025-1 (Safety Services) , as provided in Section 53326 of the Act . The landowners within the District have executed and delivered waivers of 794

5 4901-7424-6171v3/022972-0046
certain election law requirements and consenting to the holding of the election on April 1, 2025, which waivers are on file with the City Clerk.

Section 14. The preparation of the Engineer’s Report is hereby ratified. The Engineer’s Report, as submitted, is hereby app roved and was made a part of the record of the public hearing regarding the formation of Community Facilities District No. 2025-1 (Safety Services). The Engineer’s Report is ordered to be k ept on file with the transcript of these proceedings and open for public inspection.

Section 15. 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 creatin g Community Facilities District No. 2025-1. 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 ad vanced, or to reimburse the person or entity for the value, or cos t, whichever is less, of the work -in-kind, as determined by the City Council, with or without interest.

Section 16. This Resolution shall be effective upon its adoption.

PASSED AND ADOPTED by the City Council at a regular meeting held on the ____day of ___________, 2025.

CITY COUNCIL OF THE CITY OF MURRIETA

By:_______________________________
Cindy Warren
Mayor of the City of Murrieta
ATTEST:
________________________________
Cristal McDonald
City Clerk of the City of Murrieta

795

6 4901-7424-6171v3/022972-0046

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )ss.

CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, do hereby certify that the foregoing Resolution No. 25-4820 was duly adopted by the City Council of the City of Murrieta at a regular meeting held on the ______ day of ___________, 2025, by the following votes:

AYES:

NOES:

ABSENT:

CRISTAL MCDONALD, CITY CLERK

796

A-1

4901-7424-6171v3/022972-0046
ATTACHMENT “A”

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. 2025-1 (SAFETY SERVICES)

OF THE CITY OF MURRIETA

A Special Tax (the “Special Tax”) shall be levied on and collected from each Assessor’s Parcel (defined below) in Community Facilities District No. 2025 -1 (Safety Services) (the “CFD No. 2025 -1” or “CFD”; defined below), in each Fiscal Year, (defined below) , commencing in the Fiscal Year beginning July 1, 2025, in an amount determined by the City Council of the City of Murrieta, acting in its capacity as the legislative body of CFD No. 2025-1, by applying the rate and method of apportionment set forth below. All of the real property in CFD No. 2025 -1, unless exempted by law or by the provisions herein, shall be taxed to the extent and in the manner provided herein.

A. DEFINITIONS
“Accessory Dwelling Unit” means a residential unit of limited size including smal ler secondary unit(s) that shares an Assessor’s Parcel with Single Family Residential Property that has a stand-alone Residential Unit.

“Administrative Expenses” means the actual or reasonably estimated costs directly related to the formation and administ ration of CFD No. 2025 -1 including, but not limited to: the costs of computing the Special Taxes and preparing the annual Special Tax collection schedules (whether by the City or designee thereof or both); the costs to the City, CFD No. 2025 -1, or any desi gnee thereof associated with fulfilling the CFD No. 2025-1 reporting requirements; the costs associated with responding to public inquiries regarding the Special Taxes; the costs of the City, CFD No. 2025 -1 or any designee thereof related to an appeal of t he Special Tax; and the City’s annual administration fees, collection expenses, and third party expenses. Administrative Expenses shall also include amounts estimated or advanced by the City or CFD No. 2025 -1 for any other administrative purposes of CFD N o. 2025-1, including attorney’s fees and other costs related to commencing and pursuing to completion any foreclosure of delinquent Special Taxes.

“Administrator” means the City Manager of the City of Murrieta, or his or her designee.

“Affordable Housing ” means housing as defined in State Density Bonus Law, as amended, being Chapter 4.3 (commencing with Section 65915) of Division 1 of Title 7 of the Government Code of the State of California.

“Affordable Housing Property” means any Affordable Housing re sidential property on an Assessor’s Parcel for which a building permit for new construction has been issued by the City on or prior to June 1 preceding the Fiscal Year in which the Special Tax is being levied.

“Assessor’s Parcel” means a lot or parcel of land that is identifiable by an Assessor’s Parcel Number by the County Assessor of the County of Riverside.

797

A-2

4901-7424-6171v3/022972-0046
“Assessor’s Parcel Map” means an official map of the Assessor of the County designating parcels by Assessor’s Parcel Number.

“Assessor’s Parcel Number” means the identification number assigned to a parcel by the County Assessor of the County of Riverside.

“CFD” or “CFD No. 2025 -1” means the City of Murrieta Community Facilities District No. 2025-1 (Safety Services).

“City” means the City of Murrieta.

“County” means the County of Riverside.

“Developed Property” means all Assessor’s Parcels of Taxable Property for which a building permit for new construction has been issued on or prior to May 1 preceding the Fiscal Year in which the Special Tax is being levied.

“Exempt Property” means all Assessors’ Parcels designated as being exempt from the Special Tax as provided for in Section D.

“Fiscal Year” means the period from and including July 1 st of any year to and including the following June 30th.

“Maximum Special Tax” means the Maximum Special Tax, as applicable, levied within the CFD for any Fiscal Year.

“Multi-Family Property” means all Assessor's Parcels of Developed Property for which a building permit or use permit for the construction of a residential structure with two or more Residential Units that share a single Assessor's Parcel Number, as determined by the Administrator, has been issued prior to May 1 preceding the Fiscal Year in which the Special Tax is being levied.

“Proportionately” means for Taxable Property, that the ratio of the actual Special Tax levy to the Maximum Special Tax is the same for all Assessor’s Parcels.

“Rate and Method of Apportionment” or “RMA" means this Rate and Method of Apportionment of Special Taxes.

“Residential Property” means all Assessor’s Parcels of Taxable Property upon which completed Residential Units have been constructed or for which building permits have been or may be issued for purposes of constructing one or more Residential Units.

“Residential Unit” or "RU" means a residential unit that is used or intended to be used as a domicile by one or more persons, as determined by the Administrator. An Accessory Dwelling Unit that shares an Assessor’s Parcel with a Single Family Residential Property shall not be considered a Residential Unit for purposes of this Rate and Method of Apportionment.

798

A-3

4901-7424-6171v3/022972-0046
“Services” means services permitted under the Mello-Roos Community Facilities Act of 1982 including, without limitation, those services authorized to be funde d by CFD No. 2025-1 as set forth in Appendix B.

“Single Family Property” means any residential property other than a Multi -Family Property on an Assessor’s Parcel for which a building permit for new construction has been issued by the City on or prior to May 1 preced ing the Fiscal Year in which the Special Tax is being levied.

“Special Tax” means the Special Tax to be levied in each Fiscal Year on each Assessor’s Parcel of Taxable Property.

"Special Tax Requirement" means the amount to be collected in a ny Fiscal Year to pay for certain costs as required to meet the public safety needs of CFD No. 2025 -1 in both the current Fiscal Year and the next Fiscal Year. The costs to be covered shall be the direct costs for (i) police protection services, (ii) param edic services , (iii) fund an operating reserve for the costs of Services as determined by the Administrator, and (iv) Administrative Expenses. Under no circumstances shall the Special Tax Requirement include funds for bonds.
"Taxable Property" means all As sessor’s Parcels within CFD No. 2025 -1, which are not Exempt Property.

“Taxable Unit” means a Residential Unit.

“Undeveloped Property” means, for each Fiscal Year, all Taxable Property not classified as Developed Property.

B. RATE AND METHOD OF APPORTIONMENT OF MAXIMUM SPECIAL TAX RATES
As of July 1 of each Fiscal Year, commencing July 1, 2025, the Council shall determine the Special Tax Requirement and shall levy the Special Tax upon each of the Assessor’s Parcels within the CFD which constitute a Develope d Property of Single Family Property, Multi -Family Property, or an Affordable Housing Property until the aggregate amount of Special Tax equals the Special Tax Requirement. The Special Tax shall be levied Proportionately on all Assessor’s Parcels of Develo ped Property up to 100% of the applicable Maximum Special Tax to satisfy the Special Tax Requirement.

No Special Tax shall be levied upon Undeveloped Property for which a Building Permit has not been issued on or prior to May 1 preceding the Fiscal Year in which the Special Tax is being levied.

The Maximum Special Tax for Fiscal Year 2025 -2026 for a Single Family Property, Multi-Family Property, and an Affordable Housing Property are shown below in Table 1. 799

A-4

4901-7424-6171v3/022972-0046
TABLE 1

MAXIMUM SPECIAL TAX RATES
FISCAL YEAR 2025-2026

Description
Taxable
Unit
Maximum
Special Tax
Single Family Property RU $580
Multi-Family Property RU $468
Affordable Housing Property RU $250

Increase in the Maximum Special Tax
On each July 1, commencing on July 1, 2026 the Maximum Spe cial Tax for Developed Property of Single Family Property and Multi -Family Property shall increase by four percent (4.0%). The Maximum Special Tax for Developed Property of Affordable Housing Property shall not increase annually.

C. TERM OF SPECIAL TAX
For each Fiscal Y ear, the Maximum Special Taxes shall be levied as long as the Services are being provided within the boundaries of CFD No. 2025-1.

D. EXEMPTIONS
The City shall classify as Exempt Property within CFD No. 2025 -1, any Assessor’s Parcel in any of t he following categories; (i) Assessor’s Parcels which are owned by, irrevocably offered for dedication, encumbered by or restricted in use by any public entity; (ii) Assessor’s Parcels with public or utility easements making impractical their utilization for other than the purposes set forth in the easement; (iii) Assessor’s Parcels which are privately owned but are encumbered by or restricted solely for public uses; (iv) any Assessor’s Parcel which is in use in the performance of a public function as determined by the Administrator; or (v) any Assessor’s Parcel which is not a Single Family Property, Multi -Family Property, or an Affordable Housing Property; (vi) any Assessor’s Parcel that qualifies for a welfare exemption under applicable state or local law; or (vii) any Assessor’s Parcel that is owned by a property owner association and used for common area purposes.

E. APPEALS
Any property owner claiming that the amount or application of the Special Taxes are not correct may file a written notice of appeal with the City not later than twelve months after having paid the first installment of the Special Tax that is disputed. The 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 Administrator’s decision requires that the Special Tax for an Assessor’s Parcel be modified or changed in favor of the property owner, a cash refund shall not be made, but an adjustment shall be made to the Special Tax on that Assessor’s Parcel in the subsequent Fiscal Year(s).
800

A-5

4901-7424-6171v3/022972-0046
F. MANNER OF COLLECTION
The Maximum Special Taxes levied in each Fiscal Year shall be collected in the same manner as ordinary ad valorem property taxes are coll ected and shall be subject to the same penalties and the same procedure, sale, and lien priority in case of delinquency as is provided for ad valorem taxes. However, the District may collect the Special Tax at a different time or in a different manner if necessary to meet its financial obligations.

The Maximum Special Taxes when levied shall be secured by the lien imposed pursuant to Section 3115.5 of the Streets and Highways Code. This lien shall be a continuing lien and shall secure each levy of Maxim um Special Ta xes. The lien of Maximum Special Taxes shall continue in force and effect until the Special Tax ceases to be levied in the manner provided by Section 53330.5 of the Government Code.

G. INTERPRETATION
Interpretations may be made by the Council by ordinance or resolution for purposes of clarifying any vagueness or ambiguity in this Rate and Method of Apportionment. 801

A-6

4901-7424-6171v3/022972-0046

APPENDIX A

CITY OF MURRIETA
COMMUNITY FACILITIES DISTRICT NO. 2025-1
(SAFETY SERVICES)

SUMMARY

Safety Services - It is estimated t hat the cost of providing police, fire protection and suppression services, and paramedic services being funded by the Special Tax for the Community Facilities District No. 2025 -1 (Safety Services) will be as follows for the Fiscal Year 2025-2026:
 $580 per residential unit for Single Family Residential Property  $468 per residential unit for Multi-Family Residential Property  $250 per residential unit for Affordable Housing Residential Property

Annual Escalation - On each July 1, commencing on July 1, 2026 t he Maximum Sp ecial Tax for Developed Property of Single Family Property and Multi -Family Property shall increase by four percent (4.0%). The Maximum Special Tax for Developed Property of Affordable Housing Property shall not increase annually.

Fiscal
Year
Tract/
APN
Development
Name
No. of
Taxable
Units
Land Use
Category
Maximum
Special
Tax Subdivider
2025-
26 TR
38228
Discovery
Village 365
Single
Family
Property
$580 Discovery
Village, LLC

802

A-1

4901-7424-6171v3/022972-0046

APPENDIX B

CITY OF MURRIETA
COMMUNITY FACILITIES DISTRICT NO. 2025-1
(SAFETY SERVICES)

DESCRIPTION OF AUTHORIZED SERVICES

The services which may be funded with proceeds of the special tax of CFD No. 2025 -1, as provided by Section 53313 of the Act, will include some or all of the costs attributable to public safety.

These services include police protection services (including but not limited to criminal justice services), fire protection and suppression services, and paramedic services.

In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may be expended to pay “Administrative Expenses” as said term is defined in the Rate and Method of Apportionment and to establish an operating reserve for the costs of services as determined by the Administrator.

The above services shall be limited to those provided within the boundaries of CFD No. 2025 -1 for the benefit of the properties within the boundaries of CFD No. 2025 -1 and said services may be financed by proceeds of the special tax of CFD No. 2025 -1 only to the extent that they are in addition to those provided in the territory of CFD No. 2025 -1 before CFD No. 2025 -1 was created.
803

A-2

4901-7424-6171v3/022972-0046

APPENDIX C

Proposed Boundaries
Community Facilities District No. 2025-1 (Safety Services) of the City of Murrieta,
Riverside County, California

804

A-3

4901-7424-6171v3/022972-0046

805

B-1
4901-7424-6171v3/022972-0046
ATTACHMENT “B”

TYPES OF SERVICES

TO BE FINANCED BY
COMMUNITY FACILITIES DISTRICT NO. 2025-1 (SAFETY SERVICES)

OF THE CITY OF MURRIETA
The services which may be funded with proceeds of the special tax of CFD No. 2025 -1, as provided by Section 53313 of the Act, will include some or all of the costs attributable to public safety. Capitalized terms used and not defined herein shall have the meanings set forth in the Rate and Method of Apportionment of Special Tax for CFD No. 2025-1.

These services include police protection services (including but not limited to criminal justice services), fire protection and suppression services, and paramedic services.

In addition to payment of the cost and expense of the forgoing services, pro ceeds of the special tax may be expended to pay “Administrative Expenses” as said term is defined in the Rate and Method of Apportionment and to establish an operating reserve for the costs of services as determined by the Administrator.

The above services shall be limited to those provided within the boundaries of CFD No. 2025 -1 and the Potential Annexation Area of CFD No 2025 -1 or for the benefit of the properties within the boundaries of CFD No. 2025 -1 and the Potential Annexation Area of CFD No, 2025 -1, as the boundary is expanded from time to time by anticipated annexations, and said services may be financed by proceeds of the special tax of CFD No. 2025 -1 only to the extent that they are in addition to those provided in the territory of CFD No. 2025 -1 before CFD No. 2025 -1 was created.
806

C-1
4901-7424-6171v3/022972-0046
ATTACHMENT “C”

BALLOT PROPOSITIONS
COMMUNITY FACILITIES DISTRICT NO. 2025-1 (SAFETY SERVICES)

OF THE CITY OF MURRIETA

SPECIAL TAX ELECTION
April 1, 2025

PROPOSITION A: Shall a special tax with a rate a nd
method of apportionment as provided in the r esolution
establishing Community Facilities District No. 2025 -1
(Safety Services) adopted on April 1, 2025 (the
“Resolution of Formation”) by the City Council of the City of Murrieta establishing the District be levied to pay for the Services, Services Incidental Expenses and other
purposes described in the Resolution of Formation?

YES______
NO_______

PROPOSITION B : For each year commencing with
Fiscal Year 2025-2026, shall the appropriations limit, as defined by subdivision (h) of Section 8 of Article XIII B of the California Constitution, for Community Facilities
District No. 2025-1 (Safety Services) be an amount
equal to $1,000,000,000?

YES______
NO_______

807
Stradling Yocca Carlson & Rauth
Draft of March 6, 2025

4910-6396-4955v3/022972-0046
RESOLUTION NO. 25-4821

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

MURRIETA, CALIFORNIA, ACTING IN ITS CAPACITY AS THE

LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT
NO. 2025-1 (SAFETY SERVICES) OF THE CITY OF MURRIETA

CERTIFYING ELECTION RESULTS
WHEREAS, the City Council (the “City Council”) of the City of Murrieta called and duly held an election on April 1, 2025 , within the boundaries of Community Facilities District No. 2025-1 (Safety Services) of the City of Murrieta (“Community Facilities Distri ct No. 2025-1” or the “District”) pursuant to Resolution No. ________ for the purpose of presenting to the qualified electors within the District Propositions A and B attached hereto as Exhibit A; and WHEREAS, there has been presented to this City Council a certificate of the City Clerk canvassing the results of the election, a copy of which is attached hereto as Exhibit B;

NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF MURRIETA AS FOLLOWS:

Section 1. Each of the above recitals is true and correct.

Section 2. Propositions A and B presented to the qualified electors of the Distr ict on April 1, 2025 , were approved by two -thirds or more of the votes cast at said election and Propositions A and B each has carried. The City Council, acting as the legislative body o f the District, is hereby authorized to levy on the land within the District the specia l tax described in Proposition A for the purposes described therein.

Section 3. The City Clerk is hereby directed to record in the Assessor-County Clerk- Recorder’s office of the Co unty of Riverside within fifteen days of the date hereof a notice of special tax lien with respect to the District which Bond Counsel to the District shall prepare in the form required by Streets and Highways Code Section 3114.5.

Section 4. This Resolution shall be effective upon its adoption. 808

2 4910-6396-4955v3/022972-0046
PASSED AND ADOPTED by the City Council at a regular meeting held on the ____day of __________, 2025.

CITY COUNCIL OF THE CITY OF MURRIETA

By:_______________________________
Cindy Warren
Mayor of the City of Murrieta
ATTEST:
________________________________
Cristal McDonald
City Clerk of the City of Murrieta

809

3 4910-6396-4955v3/022972-0046

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )ss.

CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, do hereby certify that the foregoing Resolution No. 25-4821 was duly adopted by the City Council of the City of Murrieta at a regular meeting held on the _____ day of _________, 2025, by the following votes:

AYES:

NOES:

ABSENT:

CRISTAL MCDONALD, CITY CLERK

810

A-1
4910-6396-4955v3/022972-0046

EXHIBIT A

BALLOT PROPOSITIONS
COMMUNITY FACILITIES DISTRICT NO. 2025-1 (SAFETY SERVICES)

OF THE CITY OF MURRIETA

SPECIAL TAX ELECTION
April 1, 2025

PROPOSITION A: Shall a special tax with a rate and
method of apportionment as provided in the r esolution
establishing Community Faciliti es District No. 2025 -1 (Safety Services) adopted on April 1, 2025 (the
“Resolution of Formation”) by the City Council of the City of Murrieta establishing the District be levied to pay for the Services, Services Incidental Expenses and other
purposes described in the Resolution of Formation?

YES______
NO_______

PROPOSITION B: For each year commencing with
Fiscal Year 20 25-2026, shall the appropriations limit, as defined by subdivision (h) of Section 8 of Article XIII B of the California Constitu tion, for Community Facilities
District No. 2025-1 (Safety Services) be an amount
equal to $1,000,000,000?

YES______
NO_______

811

B-1
4910-6396-4955v3/022972-0046

EXHIBIT B

CERTIFICATE OF CITY CLERK

AS TO THE RESULTS OF THE CANVASS OF THE ELECTION RETURNS I, Cristal McDonald , City Cl erk of the City of Murrieta, do hereby certify that I have examined the returns of the Special Tax Election for Community Facilities District No. 2025-1 (Safety Services) of the City of Murrieta. The election was held in the City of Murrieta Council Chambers, 1 Town Square, Murrieta, California , on April 1, 2025 . I caused to be delivered ballots to each qualified elector. One (1) ballot was returned.

I further certify that the results of said election and the number of votes cast for and against Propositions A and B are as follows:

PROPOSITION A PROPOSITION B
YES: YES:

NO: NO:

TOTAL: TOTAL:

Dated this 1st day of April, 2025.

CRISTAL MCDONALD, CITY CLERK

812
Stradling Yocca Carlson & Rauth
Draft of March 6, 2025

NG-U9ZQVMF2/4908-1492-4827v3/022972-0046
ORDINANCE NO. 614-25

ORDINANCE OF THE CITY COUNCIL OF THE CITY OF

MURRIETA, CALIFORNIA ACTING IN ITS CAPACITY AS THE

LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT
NO. 2025-1 (SAFETY SERVICES) OF THE CITY OF MURRIETA

AUTHORIZING THE LEVY OF SPECIAL TAXES
WHEREAS, on February 4, 2025 , the City Council (the “ City Council ”) of the City of Murrieta (the “City”) adopted Resolution No. 25-4805 declaring its intention to form Community Facilities District No. 2025-1 (Safety Services) of the City of Murrieta (the “District”) pursuant to the Mello-Roos Community Facilities Act of 1982, as amended, comprising Chapter 2.5 of Part 1 of Division 2 of Title 5 of the Government Code of the State of California (the “Act”); and WHEREAS, on April 1 , 2025, after providing all notice required by the Act, the City Council conducted a noticed public hearing required by the Act relative to the proposed formation of the District, the proposed levy of a sp ecial tax therein to finance certain safety services described in Resolution No. 25-4805; and
WHEREAS, at the April 1, 2025 public hearing, all persons desiring to be heard on all matters pertaining to the formation of the District and the proposed levy of the special tax to finance the safety services described in Resolution No. 25-4805 were heard and a full and fair hearing was held; and
WHEREAS, on April 1, 2025, the Board adopted Resolution No. ______ which formed the District and called a special election within the District on April 1, 2025, on two propositions relating to the levy of a special tax within the District and the establishment of an appropriations limit within the District; and
WHEREAS, on April 1, 2025, a special election was held within the District at which the qualified electors approved by a vote of two-thirds or more Propositions A and B authorizing the levy of a special tax within the District for the purposes described in Resolution No. _____ and establishing an appropriations limit for the District; and

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MURRIETA ACTING IN ITS CAPACITY AS THE LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT NO. 2025-1 (SAFETY SERVICES) OF THE CITY OF MURRIETA ORDAINS AS FOLLOWS:

Section 1. The above recitals are all true and correct.

Section 2. By the passage of this Ordinance, the Board authorizes and levies special taxes within the District pursuant to Sections 53328 and 53340 of the Act at the rates and in accordance with the rate and method of apportionment set forth in Attachment “A” to Resolution No. ______, which is incorporated by reference herein (the “Rate and Method”). The special taxes are hereby levied commencing in the fiscal year specified in the Rate and Method and in each fiscal year thereafter so long as the services authorized to be financed by the District, are provided through such financing within the District.
813

2 NG-U9ZQVMF2/4908-1492-4827v3/022972-0046
Section 3. Each of the Mayor, the City Manager, the Assistant City Manager , the Director of Finance, or their written designees (each, an “Authorized Officer”), acting alone, is hereby authorized and directed each fiscal year to determine the specific special tax rates and amounts to be levied in such fiscal year on each parcel of real property within the District, in the manner a nd as provided in the Rate and Method. The special tax rate levied on a parcel pursuant to the Rate and Method shall not exceed the maximum rate set forth in the Rate and Method for such parcel , but the special tax may be levied at a lower rate. Each Aut horized Officer is hereby authorized and directed to provide all necessary information to the Treasurer - Tax Collector of the County of Riverside and to otherwise take all actions necessary in order to effect proper billing and collection of the special tax , so that the special tax shall be levied and collected in sufficient amounts and at times necessary to satisfy the financial obligations of the District in each fiscal year.

Section 4. Properties or entities of the state, federal , or other local governments shall be exempt from the special tax, except as otherwise provided in Sections 53317.3 and 53317.5 of the Act and Section D of the Rate and Method. No other properties or entities are exempt from the special tax unless the properties or entities are expressly exe mpted in Resolution No. ______, or in a resolution of consideration to levy a new special tax or special taxes or to alter the rate or method of apportionment or an existing special tax as provided in Section 53334 of the Act.

Section 5. All of the collections of the special tax shall be used as provided for in the Act, the Rate and Method and Resolution No. _______.

Section 6. The special tax shall be collected in the same manner as ordinary ad valorem property taxes are collected and shall be subje ct to the same penalties and the same procedure, sale and lien priority in case of delinquency as is provided for ad valorem taxes (which such procedures include the exercise of all rights and remedies permitted by law to make corrections, including, but not limited to, the issuance of amended or supplemental tax bills), as such procedure may be modified by law or by this City Council from time to time.

Section 7. The Mayor of the City shall sign this Ordinance and the City Clerk or Deputy City Clerk (referred to here in as the “City Clerk”) shall attest to the Mayor’s signature and then cause the same to be published within fifteen (15) days after its passage at least once in The Press-Enterprise, a newspaper of general circulation published and circulated in the City of Murrieta.

Section 8. The specific authorization for the adoption of this Ordinance is pursuant to the provisions of Section 53340 of the Act.

Section 9. The City Clerk is hereby authorized to transmit a certified copy of this ordinance to the Treasurer-Tax Collector of the County of Riverside and to perform all other acts which are required by the Act, this Ordinance , or by law in order to accomplish the purpose of this Ordinance.

Section 10. A full reading of this Ordinance is dispensed with prior to its final passage, a written or printed copy having been available to the City Council and the public a day prior to its final passage.

Section 11. This Ordinance shall take effect thirty days after its final passage. 814

3 NG-U9ZQVMF2/4908-1492-4827v3/022972-0046
PASSED AND ADOPTED by the City Council at a regular meeting held on the _____ day of _____, 2025.

CITY COUNCIL OF THE CITY OF MURRIETA

By:_______________________________
Cindy Warren
Mayor of the City of Murrieta
ATTEST:
________________________________
Cristal McDonald
City Clerk of the City of Murrieta

815

4 NG-U9ZQVMF2/4908-1492-4827v3/022972-0046

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )ss.

CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, do hereby certify that the foregoing Ordinance No. 614-25 was introduced by the City Council of the City of Murrieta, California, at its Regular meeting of April 1, 2025 , and adopted at its Regular meeting of _____________, 2025 and that the same was adopted by the following vote:

AYES:

NOES:

ABSENT:

CRISTAL MCDONALD, CITY CLERK

816
817

CITY OF MURRIETA
City Council Meeting Agenda
Report
4/1/2025
Agenda Item No. 11.

TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Javier Carcamo, Finance Director
PREPARED BY: Javier Carcamo, Finance Director
SUBJECT: ..title
Formation of Community Facilities District No. 2025-2 (Maintenance Services) of the City of Murrieta

RECOMMENDATION
Continue the public hearing to a date certain of May 6, 2025.

PRIOR ACTION/VOTE
On October 3, 2023, the City Council considered an amendment to the Community Facilities District Goals and Policies and directed staff to present the recommendations in a workshop (Vote 3-2).

On December 5, 2023, the City Council held a workshop on and adopted the proposed Amendment to the Community Facilities District Goals and Policies (Non-Action Item).

On December 5, 2023, the City Council adopted Resolution No. 23-4717 Amending and Restated Community Facilities District Goals and Policies (Vote 5-0).

On February 4, 2025, the City Council adopted a Resolution of Intention to establish Community Facilities District No. 2025-1 (Safety Services) and set a public hearing for the formation of the Community Facilities District for April 1, 2025 (Vote 5-0).

On February 4, 2025, the City Council adopted Resolutions of Intention to establish each of Community Facilities Districts 2025-2 (Maintenance Services) and 2025-3 (Discovery Village) and set public hearings for the formation of the Community Facilities Districts for April 1, 2025 (Vote 4-1).

CITY COUNCIL GOAL
Maintain a high performing organization that values fiscal sustainability, transparency, accountability and organizational efficiency.

BACKGROUND
On December 5, 2023, the City Council amended the City’sCommunity Facilities District Goals and Policies.

CITY OF MURRIETA Printed on 3/27/2025Page 1 of 5
powered by Legistar™
818
4/1/2025
Agenda Item No. 11.

On December 5, 2023, the City Council amended the City’sCommunity Facilities District Goals and Policies.

The amendments included the ability to finance public safety services and maintenance services, adding an escalator to cover increases in the cost of providing services, changes to the list of eligible facilities that can be financed, allowing Development Impact Fees (DIF) to be financed, and increasing the maximum cap on the effective tax rate from 1.8% to 2.0% for Community Facility Districts (CFDs).

Historically, the City has conditioned new residential projects to pay for basic landscaping and lighting maintenance services pursuant to the Landscaping and Lighting Act of 1972 (LLD) of the Street & Highways Code. This funding mechanism includes limited services and requires the City to pay for the General Benefit portion of the assessment, typically up to 25% of the service costs. In addition, the City previously charged new development the following for services: (i) rooftop Fire tax, (ii) Community Services District assessment, and (iii) a Park and Recreation assessment totaling $125 per residential unit combined.

The owner of the property within the proposed Discovery Village project within the City is Discovery Village LLC (Property Owner), and the Property Owner requested the City to assist in forming three CFDs to provide public safety services, maintenance services, and facilities financing. The property to be included in the proposed CFDs is located at the southwest corner of the intersection of Whitewood Road and Baxter Road, east of Interstate 215. The Discovery Village Project (Project) is proposed to include approximately 365 single -family homes at full buildout. The Project was not conditioned to form the services’CFDs, but was conditioned to form a Landscape and Lighting Maintenance District to provide landscaping and lighting services.

Eastern Municipal Water District (EMWD) previously established a facilities CFD for the Discovery Village project for approximately $18 million in bond proceeds for improvements, with a 2.0% overall effective tax rate that included the $125 assessment per Residential Unit (RU) for the rooftop Fire, Community Services District (CSD), and Park & Recreation, for basic public services and a potential LLD of approximately $200 per RU for Project specific landscaping and lighting from the City. At its March 19, 2025, board meeting, EMWD, at the request of the Property Owner, canceled the previously established CFD in anticipation of the formation of the City’s proposed CFDs.

On February 4, 2025, the City Council adopted various resolutions declaring its intention to form Community Facilities District No. 2025-1 (Safety Services) of the City of Murrieta (CFD No. 2025-1), Community Facilities District No. 2025-2 (Maintenance Services) of the City of Murrieta (CFD No. 2025-2) and Community Facilities District No. 2025-3 (Discovery Village) of the City of Murrieta (CFD No. 2025-3), and setting public hearings for April 1, 2025 on the formations of each CFD. The City Council will now be asked to hold three separate public hearings to consider forming each CFD and, if approved, following the public hearings, hold three separate special elections within each CFD regarding the levy of special taxes within each CFD.

Discovery Village Project and Community Facilities District No. 2025-3 The Property Owner submitted a petition requesting that the City form CFD No. 2025-3. The Property Owner has requested that the City form CFD No. 2025-3 to encompass the Property in accordance with the Mello- Roos Act to finance the costs of certain public improvements through the levy of a special tax and the issuance of bonds. The maximum amount of bonded indebtedness proposed is $27.5 million. The proceeds of bonds issued by CFD No. 2025-3 are expected to be used to finance public facilities to be owned and operated by the City and by Eastern Municipal Water District, as well as financing the payment of DIF owed by the Property Owner to the City and Eastern Municipal Water District.

The Property Owner has requested that the boundaries of CFD No. 2025-3 include the area described in Attachment A of the Resolution of Intention to Establish CFD No. 2025-3 adopted by the City Council on February 4, 2025 (the “CFD No. 2025-3 Resolution of Intention”) and that special taxes be levied within the boundaries of CFD No. 2025-3 in accordance with the Rate and Method of Apportionment for CFD No. 2025-3 (the “CFDNo. 2025-3 RMA”)described in Attachment C to the Resolution of Intention. The proposed rates of the special tax range from $3,086.76 per unit for single-family homes less than 1,350 square feet to $4,772 CITY OF MURRIETA Printed on 3/27/2025Page 2 of 5
powered by Legistar™
819
4/1/2025
Agenda Item No. 11.
the special tax range from $3,086.76 per unit for single-family homes less than 1,350 square feet to $4,772 per unit for single-family homes greater than 2,400 square feet and also include tax rates of $69,954 per acre of multi-family property and non-residential property. The special tax rates within CFD No. 2025-3 will increase two percent (2.00%) annually on July 1, of each year, commencing July 1, 2026.

The CFD No. 2025-3 Resolution of Intention was the first step in the process of forming CFD No. 2025-3 and, together with the Resolution of Intention to Incur Bonded Indebtedness by CFD No. 2025-3 adopted by the City Council on February 4, 2025, declared the City’sintention to establish CFD No. 2025-3 incur bonded indebtedness by CFD No. 2025-3, and called for a public hearing to take place on April 1, 2025. Notice of the public hearing was published in The Press-Enterprise and mailed to the Property Owner.

In connection with the public hearing, Spicer Consulting Group has prepared a Public Hearing Report which describes and analyzes the facilities to be financed by CFD No. 2025-3 and the estimated costs of such facilities. Following the close of the public hearing, the City Council will be asked to adopt the Resolution of Formation for CFD No. 2025-3 and the Resolution Determining Necessity to Incur Bonded Indebtedness by CFD No. 2025-3 which, together, approve the formation of the CFD No. 2025-3, the levy of the special taxes in CFD No. 2025-3 in accordance with the CFD No. 2025-3 RMA and determines the necessity for the Facilities CFD to issue bonds in an amount not to exceed $27,500,000. Such resolutions call for an election to submit to the qualified voters of the CFD No. 2025-3 ballot measures on the approval of the special taxes, the issuance of bonds, and an appropriations limit for the CFD No. 2025-3.

The CFD No. 2025-3 Resolution of Formation also approves the execution and delivery of an Acquisition Agreement with the Property Owner. The Acquisition Agreement sets forth the terms pursuant to which CFD No. 2025-3 will acquire improvements constructed by the Property Owner from bond proceeds from CFD No. 2025-3 and how the Property Owner will be reimbursed for development impact fees from bond proceeds. In order to be eligible for acquisition, such facilities must be constructed in accordance with the terms and conditions of the Acquisition Agreement. The City and CFD No. 2025-3 are only required to pay for the acquisition of such facilities from the proceeds of bonds or special taxes levied in CFD No. 2025-3 and not from any other source.

The CFD No. 2025-3 Resolution of Formation also approves the execution and delivery of a Joint Community Facilities Agreement (the “WaterDistrict JCFA”)with Eastern Municipal Water District (the “WaterDistrict”)and the Developer, relating to certain facilities proposed to be financed by the District and owned and operated by the Water District. The form of the Water District JCFA is on file with the City Clerk.

On file with the City Clerk is a Certificate of the Registrar of Voters of Riverside County certifying that there are no registered voters residing within the boundaries of CFD No. 2025-3. Accordingly, under the Mello-Roos Act, only property owners owning land in CFD No. 2025-3 are eligible to vote in the election for CFD No. 2025- 3 with each owner having one vote for each acre (or portion thereof) that they own within CFD No. 2025-3.

The Property Owner has executed a consent and waiver of certain election procedures with respect to the election, including certain timing requirements with respect to the election, in accordance with the Mello-Roos Act. Accordingly, if the City Council approves the Resolution of Formation and the Resolution Determining Necessity to Incur Bonded Indebtedness, the City Clerk will conduct the election. The Property Owner will have delivered their ballot to the City Clerk in advance of the public hearing, and the City Clerk will announce the election results, and the City Council will be asked to adopt the Resolution Certifying the Election Results.

Upon certification that 2/3rds of the votes cast are in favor of the propositions voted upon in CFD No. 2025-3, the Resolution Certifying the Election Results will direct the City Clerk to record a notice of special tax lien on the property within CFD No. 2025-3. The City Council will then be asked to introduce the ordinance authorizing the levy of the special tax within CFD No. 2025-3, in accordance with the CFD No. 2025-3 RMA.

CFD No. 2025-1 (Safety Services) and CFD No. 2025-2 (Maintenance Services) The Property Owner is required by the City’sCommunity Facilities District Goals and Policies, as amended in CITY OF MURRIETA Printed on 3/27/2025Page 3 of 5
powered by Legistar™
820
4/1/2025
Agenda Item No. 11.

The Property Owner is required by the City’sCommunity Facilities District Goals and Policies, as amended in December 2023, to also request the formation of a Public Safety Services CFD and a Maintenance Services CFD. Accordingly, the Property Owner has submitted separate petitions requesting the formation of Community Facilities District No. 2025-1 (Safety Services) of the City of Murrieta (CFD No. 2025-1) and Community Facilities District No. 2025-2 (Maintenance Services) of the City of Murrieta (CFD No. 2025-2).

Both CFD No. 2025-1 and CFD No. 2025-2 will each initially consist only of the Property (i.e. the Discovery Village Project); however, the remainder of the City will be designated as a “Potential Annexation Area” and new development projects meeting certain design criteria will be required to annex to CFD No. 2025-1 and/or CFD No. 2025-2.

CFD No. 2025-1 would levy a special tax in accordance with the Mello-Roos Act on parcels of residential property to finance public safety services. Services eligible to be financed by CFD No. 2025-1 include police protection services (including but not limited to criminal justice services), fire protection and suppression services, and paramedic services. The special taxes within CFD No. 2025-1 are $250 per unit of affordable housing residential property, $468 per unit of multi-family residential property, and $580 per unit of single- family property and will increase annually each July 1 by four percent (4.0%), commencing July 1, 2026, excluding affordable housing residential property, which has a nonadjustable rate.

Although the Project was not conditioned to form CFD 2025-1, the request to form the Public Safety Services CFD will allow the project to mitigate its cost of public safety services brought on by the new residential units within the Project. The Property Owner has agreed to include these additional service costs.

CFD No. 2025-2 would levy a separate special tax in accordance with the Mello-Roos Act on parcels of residential property to finance public maintenance services. Services eligible to be financed by CFD No. 2025- 2 include maintenance and lighting of parks, parkways, streets, street lighting, roads, and open space, maintenance and operation of water quality improvements, including storm draining and flood protection facilities, landscaping, and public street sweeping. The special taxes within CFD No. 2025-2 for the Discovery Village Project are $274 per unit of single-family residential property and increase each July 1, by the greater of two percent (2.0%) or the year-over-year percentage increase for the month of March in the Consumer Price Index, commencing July 1, 2026.

The Maintenance Services CFD will provide funding for enhanced public maintenance services to include landscape maintenance, lighting, street sweeping and pavement management, park and trails maintenance, drainage and storm water maintenance, and graffiti abatement. The ability to finance these Project-specific costs will alleviate the general fund from subsidizing those services created by the new development of the Project and eliminate the additional costs incurred from the general benefit portion of those costs identified with each LLD formed, provided, however, that the costs must be additional services under the Act which has generally been determined to be the impact of the project on these services. The Property Owner has agreed to include these additional Maintenance Service costs.

The Resolutions of Intention for each of CFD No. 2025-1 and 2025-2 adopted on February 4, 2025, were the first step in the process of forming CFD No. 2025-1 and 2025-2, respectively. The Resolutions of Intention declared the City’sintention to establish CFD No. 2025-1 and CFD No. 2025-2 and called for public hearings on the matter of the formation of CFD No. 2025-1 and CFD No. 2025-2 to take place on April 1, 2025.

In connection with the public hearings, Spicer Consulting Group has prepared a Public Hearing Report that describes and analyzes the services to be financed by CFD No. 2025-1 and CFD No. 2025-2 and the estimated costs of such services. Following the closure of the public hearings for each of CFD No. 2025-1 and CFD No. 2025-2, the City Council will be asked to adopt Resolutions of Formation which approve the formation of CFD No. 2025-1 and CFD No. 2025-2 and the levy of the special taxes in each of CFD No. 2025- 1 and CFD No. 2025-2 in accordance with their respective RMAs. The Resolutions of Formation call for an CITY OF MURRIETA Printed on 3/27/2025Page 4 of 5
powered by Legistar™
821
4/1/2025
Agenda Item No. 11.
1 and CFD No. 2025-2 in accordance with their respective RMAs. The Resolutions of Formation call for an election to submit to the qualified voters of CFD No. 2025-1 and CFD No. 2025-2 ballot measures on the approval of the special taxes and appropriations limits for CFD No. 2025-1 and CFD No. 2025-2. The Resolutions also designate the rest of the City as future annexation areas pursuant to which future property owners may annex their properties to CFD No. 2025-1 and CFD No. 2025-2 by submitting a unanimous consent and waiver and without the need for a future public hearing or election On file with the City Clerk are a Certificate of the Registrar of Voters of Riverside County for both CFD No. 2025-1 and CFD No. 2025-2, certifying that there are no registered voters residing within the boundaries of each CFD. Accordingly, under the Mello-Roos Act, only property owners owning land are eligible to vote at the elections, with each owner having one vote for each acre (or portion thereof) that they own within CFD No. 2025-1 and CFD No. 2025-2. The Property Owner has executed a consent and waiver of certain election procedures for each of CFD No. 2025-1 and CFD No. 2025-2 with respect to the elections, including certain timing requirements with respect to the elections, in accordance with the Mello-Roos Act. Accordingly, if the City Council approves Resolutions of Formation, the City Clerk will conduct the elections. The Property Owner will have delivered its ballots for CFD No. 2025-1 and CFD No. 2025-2 to the City Clerk in advance of the public hearings, the City Clerk will announce the election results, and the City Council will be asked to adopt Resolutions Certifying the Election Results for each of CFD No. 2025-1 and CFD No. 2025-2. Upon certification that two-thirds of the votes cast are in favor of the propositions voted upon, the Resolutions Certifying the Election Results will direct the City Clerk to record notices of special tax lien on the property within CFD No. 2025-1 and CFD No. 2025-2. The City Council will then be asked to introduce ordinances authorizing the levy of the special tax within CFD No. 2025-1 and CFD No. 2025-2, in accordance with their respective RMAs.

Future Actions
If the three ordinances authorizing the levy of special taxes within each CFD are introduced, a second reading of each ordinance will be scheduled for the next City Council meeting.

FISCAL IMPACT
There is no fiscal impact of this action on the City. The Property Owner has made a deposit of $65,000 to pay for the costs of the formation proceedings, which may be reimbursed to the Property Owner from the proceeds of a future bond issuance in accordance with the reimbursement agreement with the Property Owner. If established and subject to necessary Council and voter approvals, each of the CFDs will annually levy special taxes on all the taxable property within the applicable District in accordance with the applicable RMA. Such special taxes will be used to pay for the costs of services or facilities, administration of the CFDs, and, in the case of CFD No. 2025-3, debt service on bonds. Any bonds issued by CFD No. 2025-3 are not obligations of the City and will be secured solely by the Special Taxes levied within CFD No. 2025-3. The levying of special taxes for services is expected to alleviate some of the financial impact of the new development on the costs of providing such services to the Property by the City’s General Fund.

ATTACHMENTS

1. Landowner Waiver (CFD No. 2025-2)

2. Public Hearing Report (CFD No. 2025-2)

3. Resolution No. 25-4822 (CFD No. 2025-2)

4. Resolution No. 25-4823 (CFD No. 2025-2)

5. Ordinance No. 615-25 (CFD No. 2025-2)

6. Certificate of the Registrar of Voters (CFD No. 2025-2) CITY OF MURRIETA Printed on 3/27/2025Page 5 of 5
powered by Legistar™
822

4911-3671-1963v4/022972-0048

WAIVER OF CERTAIN ELECTION PROCEDURES

WITH RESPECT TO LANDOWNER ELECTION FOR
COMMUNITY FACILITIES DISTRICT NO. 2025-2 (MAINTENANCE SERVICES)

OF THE CITY OF MURRIETA
The undersigned, Stephen Z. Elieff , acting on behalf of Discovery Village LLC, a Delaware l imited liability company (the “Owner”), hereby certifies to the City of Murrieta (the “City”), with respect to the proposed formation of Community Facilities District No. 2025-2 (Maintenance Services) of the City of Murrieta (the “District”), as follows:

1. The undersigned has been duly authorized by the Owner and possesses all authority necessary to execute this Waiver on behalf of the Owner in connection with the election to be called by the City Council of the City with respect to the District. The Owne r hereby appoints Stephen Z. Elieff to act as its authorized representatives to vote in the election referred to herein and certifies that their true and exact signatures are set forth below:

Signature of Stephen Z. Elieff: __________________________________

2. The Owner is the present owner of 28.94 acres of land located within the proposed boundaries of the District. T o the actual knowledge of the undersigned, t here are no registered voters residing within the territory owned by the Owner and have been none during the 90-day period preceding April 1, 2025.

3. The Owner has received notice of the April 1, 2025 public hearing to be held by the City Council of the City regarding the levy of a special tax in the District. The Owner agrees that it received adequate notice of the April 1, 2025 hearing.

4. The Owner has received from the City and the City has made available to the Owner necessary and relevant information regarding the proposed formation of the District and the imposition of the special tax as s et forth in Resolution No. 25-4806 adopted by the City Council on February 4, 2025 (together, the “Resolution”) to finance the services as set forth in the Resolution.

5. The undersigned understands that if the District is formed on or after April 1, 2025, an election will be held by the District on the propositions set forth in the sample ballot attached hereto as Exhibit “A” less than 90 days after the close of the April 1, 2025 public hearing as in accordance with Section 53326 of the Government Code, wi thout the preparation of an impartial analysis, arguments or rebuttals concerning the election as provided for by Elections Code Sections 9160 to 9167, inclusive, and 9190 and without preparation of a tax rate statement as provided in Section 9401 of the E lections Code and without further notice of such election as required pursuant to the Elections Code or the Government Code. Having been fully advised with respect to the election, in accordance with the authority contained in Government Code Sections 53326 and 53327, the Owner waives compliance with the foregoing provisions of the Elections Code and Government Code, with any time limits or other procedural requirements pertaining to the conduct of the election which are not being complied with and consents to having the election on any date on or after the close of the April 1, 2025 public hearing and consents to the closing of the election as soon as all ballots are received by the City Clerk.

6. The undersigned hereby represents that compliance with the procedural requirements for conducting the election, including the receipt of any ballot arguments and 823

4911-3671-1963v4/022972-0048
impartial analysis and the time limitations which apply in connection with scheduling, mailing and publishing notices for such an election, are unnecessa ry in light of the fact that the undersigned has received sufficient information regarding the imposition of the special tax as set forth in the Resolution to allow it to properly complete the attached ballot. The Owner further waives its right to make an y protest or complaint or undertake any legal action challenging the validity of the election, the validity of any bonded indebtedness issued by the District as approved at the election, or the levy of the special tax to finance services for the benefit of the District.

Dated: March__, 2025

DISCOVERY VILLAGE LLC,
a Delaware limited liability company

By:___________________________
Name: ________________________
Its: Authorized Signatory
824

A-1
4911-3671-1963v4/022972-0048

EXHIBIT A

OFFICIAL BALLOT
COMMUNITY FACILITIES DISTRICT NO. 2025-2 (MAINTENANCE SERVICES)

OF THE CITY OF MURRIETA

SPECIAL TAX ELECTION
April 1, 2025

PROPOSITION A: Shall a special tax with a rate and
method of apportionment as provided in Resolution No.
25-4806 of the City Council of the City of Murrieta
establishing the District be levied to pay for the Services, Incidental Expenses and other purposes described in
Resolution No. 25-4806?

YES______
NO_______

PROPOSITION B: For each year commencing with
Fiscal Year 20 25-2026, shall the appropriations limit, as defined by subdivision (h) of Section 8 of Article XIII B of the California Constitution, for Community Facilities
District No. 2025-2 (Maintenance Services) be an
amount equal to $1,000,000,000?

YES______
NO_______

825

Public Hearing Report
Community Facilities District No. 2025-2
(Maintenance Services)

April 1, 2025
826
Table of Contents

Sections P age ____________________________________________ 1 Introduction ______________________________________________________ 1 2 Description of Services ___________________________________________________ 2 3 Cost Estimate ______________________________________________________ 3 4 Proposed Development ___________________________________________________ 4 5 Rate and Method of Apportionment _________________________________________ 5 6 Certifications ______________________________________________________ 6

Tables Page
3-1 Cost Estimate ______________________________________________________ 3 3-2 Maximum Special Taxes __________________________________________________ 3

Appendices P age ____________________________________________ A Rate and Method of Apportionment ____________________________________ B Proposed Boundary Map _________________________________________ C Resolution of Intention

827
1 Introduction   Page  | 1
City of Murrieta
CFD No. 2025-2 (Maintenance Services)
Public Hearing Report
Background
On February 4, 2025, the City Council of the City of Murrieta (the “City”), adopted a Resolution of Intention to form Community Facilities District No. 2025-2 (Maintenance Services) of the City of Murrieta (the “CFD No. 2025-2” or “District”), Resolution No. 2025-4806, pursuant to the provisions of the “Mello-Roos Community Facilities Act of 1982”, being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code of the State of California, (the “Act”).

The CFD No. 2025-2 is currently comprised of Tract Map No. 38228 that includes seven undeveloped parcels and approximately 54 gross acres with 23 planned for development. The proposed development includes 365 single family homes. The properties are generally located on the southwest corner of the intersection of Whitewood Road and Baxter Road, east of Interstate 215.

For a map showing the boundaries of CFD No. 2025-2 please see Appendix B.

Purpose of Public Hearing Report
WHEREAS, this Community Facilities District Report (“Report”) is being provided to the City Council and generally contains the following:

1. A general description of the services proposed to be financed from the levy of the special tax; and

2. A general cost estimate setting forth costs of providing such services; and

3. Further information regarding the implementation of the rate and method of apportionment of the special tax proposed to be levied within the District.

The Rate and Method of Apportionment of the Special Tax which was included in the Resolution of Intention and approved by the City Council.

For particulars, reference is made to the Resolution of Intention as previously approved and adopted and is included in Appendix C.

828
2 Description of Services   Page  | 2
City of Murrieta
CFD No. 2025-2 (Maintenance Services)
Public Hearing Report
NOW, THEREFORE, the undersigned, authorized representative of Spicer Consulting Group, LLC, the appointed responsible officer, or person directed to prepare the Public Hearing Report, does hereby submit the following data:

Description of the Services
The services which may be funded with proceeds of the special tax of CFD No. 2025-2, as provided by Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-way, public landscaping, public open spaces and other similar landscaped areas officially dedicated for public use. These services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which maintenance and lighting services may include, without limitation, furnishing of electr ical power to street lights and traffic signals; repair and replacement of damaged or inoperative light bulbs, fixtures and standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities; maintenance of public signage; graffiti removal from and maintenance and repair of public structures situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or recreation program equipment or facilities situated on any park; and (b) maintenance and operation of water quality improvements which include storm drainage and flood protection facilities, including, without limitation, drainage inlets, catc h basin inserts, infiltration basins, flood control channels, f ossil fuel filters, and similar facilities. Maintenance services may include but is not limited to the repair, removal or replacement of all or part of any of the water quality improvements, fossil fuel filters within the public right-of-way including the remov al of petroleum hydrocarbons and other pollutants from water runoff, or appurtenant facilities, clearing of inlets and outlets; erosion repairs; and cleanup to improvements, and other items necessary for the maintenance and servicing of the water quality basin improvements within flood control channel improvements; and (c) public street sweeping, on the segments of the arterials within the boundaries of CFD No. 2025-2; as well as local roads within residential subdivisions located within CFD No. 2025-2; and any portions adjacent to the properties within CFD No. 2025-2; and
Administrative Expenses
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may be expended to pay “Administrative Expenses,” as said term is defined in the Rate and Method of Apportionment.

The above services shall be limited to those provided within the boundaries of CFD No. 2025-2 and the future Annexation Area of CFD No. 2025-2 or for the benefit of the properties within the boundaries of CFD No. 2025-2 and the future Annexation Area of CFD No. 2025-2, as the boundary is expan ded from time to time by anticipated annexations, and said services may be financed by proceeds of the special tax of CF D No. 2025-2 only to the extent that they are in addition to those provided in the territory of CFD No. 2025-2 before CFD No. 2025-2 was created. 829
3 Cost Estimate   Page  | 3
City of Murrieta
CFD No. 2025-2 (Maintenance Services)
Public Hearing Report
The estimate is based on the cost of actual services provided by the City of Murrieta. The estimated cost for Fiscal Year 2025-26 of providing such services, based upon current dollars, which is subject to escalation, is as follows:

Maintenance Services
The estimated annual cost of providing maintenance services at build-out for the subject properties are detailed below. The maintenance services funded by the special taxes of the CFD No. 2025-2, as outlined above, will be as follows:

Estimated Cost of Service
Special Tax A Services
- The estimate breaks down the costs of providing one year's maintenance services for Fiscal Year 2025-

26. These services are being funded by the levy of Special Tax A for Community Facilities District No. 2025-2.

Table 3-1
Cost Estimate
Item Description Estimated Cost
1 Landscapin g $16,301
2 Streetlights $3,360
3 Traffic Signals $0
4 Street & Pavement $15,381
5 Draina ge $8,416
6 Parks $34,206
7 Trails $4,285
8 Graffiti Abatement $1,607
9 Reserves $3,693
10 Administration $12,761
Total $100,010

Special Tax B Contingent Services – There are no services being funded by the levy of Special Tax B (Contingent) for Community Facilities District No. 2025-2 . However, additional Tax Zones may have Special Tax B Contingent Services being provided.

Table 3-2
Maximum Special Taxes Assigned
Tax
Zone
Fiscal
Year
Included Tract
No. of
Taxable
Units
Land Use
Category
Taxable
Unit
Maximum
Special
Tax A
Maximum
Special Tax B
(Contingent) Subdivider
O 2025-26 TR 38228 365 SFR RU $274 $0 Discovery Village, LLC

Escalation of Maximum Special Taxes
On each July 1, commencing on July 1, 2026 the Maximum Special Tax A for Developed Property shall increase by i) the year- over-year percentage increase for the month of March in the C onsumer Price Index (All Items) for all Urban Consumers for the Riverside-San Bernardino-Ontario California Standard Metropolitan Statistical Area, or a comparable replacement index for the area if this index is no longer published, since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
830
4 Proposed Development   Page  | 4
City of Murrieta
CFD No. 2025-2 (Maintenance Services)
Public Hearing Report
The CFD No. 2025-2 includes approximately 54 gross acres with 23 planned for development on seven undeveloped parcels within Tract 38228. The District is located on the southwest corner of the intersection of Whitewood Road and Baxter Road, east of Interstate 215. As of Fiscal Year 2025-26 the proposed CFD No. 2025-2 includes the following Assessor's Parcel Number: 392-290-049.

The boundaries of CFD No. 2025-2 are those properties and parcels where services are authorized to be provided and upon which special taxes may be levied in order to pay for the costs and expenses of said services. A map showing the boundaries of CFD No. 2025-2 is included in Appendix B.

Additional properties that are within the boundaries of th e annexation map may annex to CFD No. 2025-2 subsequent to formation of CFD No. 2025-2. The owner of the property to be annexed shall submit a written consent for said annexation to CFD No. 2025-2 and the Council, acting ex-officio as the legislative body of CFD No. 2025-2, shall call a special election as to the imposition of the special tax on said property as required by law. A general description of the boundaries of the territory within which any property may annex to CFD No. 2025-2 and shown on that certain map entitled “Boundaries – Potential Annexation Area Community Facilities District No. 2025-2 (Maintenance Services) of the City of Murrieta, County of Riverside, State of California,” is attached as Appendix B.

831
5 Rate and Method of Apportionment   Page  | 5
City of Murrieta
CFD No. 2025-2 (Maintenance Services)
Public Hearing Report
The Rate and Method of Apportionment allows each property owner within CFD No. 2025-2 to estimate the annual Special Tax amount that would be required for payment. The Rate and Method of Apportionment of the Special Tax established pursuant to these proceedings, is attached hereto as Appendix A (the “Rate and Method”). The Special Tax will be collected in the same manner and at the same time as ordinary ad valorem property taxes and shall be subject to the same penalties, the same procedure, sale and lien priority in the case of delinquency; provided, however, that the CFD Administrator may directly bill the Special Taxes, may collect Special Taxes at a different time or in a different manner if necessary to meet the financial obligations, and provided further that CFD No. 2025-2 may covenant to foreclose and may actually foreclose on parcels having delinquent Special Taxes as permitted by the Act.

All of the property located within CFD No. 2025-2, unless exempted by law or by the Rate and Method proposed for CFD No. 2025-2, shall be taxed for the purpose of providing necessary services to serve the District. On each July 1, commencing on July 1, 2026 the Maximum Special Taxes for Developed Property shall increase by i) the year-over-year percentage increase for the month of March in the Consumer Price Inde x (All Items) for all Urban Consumers for the Riverside-San Bernardino-Ontario California Standard Metropolitan Statistical Area, or a comparable replacement index for the area if this index is no longer published, since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater. The Boundary Map for CFD No. 2025-2 is attached hereto as Appendix B.

Pursuant to Section 53325.3 of the Act, the tax imposed “is a Special Tax and not a special assessment, and there is no requirement that the tax be apportioned on the basis of bene fit to any property.” The Special Tax may be based on the benefit received by property, the cost of making facilities or aut horized services available or other reasonable basis as determined by the City, although the Special Tax may not be apportioned on an ad valorem basis pursuant to Article XIIIA of the California Constitution.

For particulars as to the Rate and Method for CFD No. 2025-2, see the attached and incorporated in Appendix A.

832
6 Certifications   Page  | 6
City of Murrieta
CFD No. 2025-2 (Maintenance Services)
Public Hearing Report
Based on the information provided herein, it is my opinion that the described services herein are those that are necessary to meet increased demands placed upon the City of Murrieta as a result of development occurring within the CFD No. 2025- 2 and benefits the lands within said CFD No. 2025-2. Further, it is my opinion that the special tax rates and method of apportionment, as set forth herein, are fair and equitable, uniformly applied and not discriminating or arbitrary.

Date: April 1, 2025 SPICER CONSULTING GROUP, LLC

__________________________

SHANE SPICER

SPECIAL TAX CONSULTANT FOR

CITY OF MURRIETA

RIVERSIDE COUNTY

STATE OF CALIFORNIA

833
Appendix A:

Rate and Method of Apportionment
834

City of Murrieta 1
Community Facilities District No. 2025-2 (Maintenance Services)

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. 2025-2 (MAINTENANCE SERVICES)

OF THE CITY OF MURRIETA

A Special Tax (the “Special Tax”) shall be levied on and collected from each Assessor’s Parcel (defined below) in Community Facilities Di strict No. 2025-2 (Maintenance Se rvices) (the “CFD No. 2025-2” or “CFD”; defined below), in each Fiscal Year, (defined below), commencing in the Fiscal Year beginning July 1, 2025, in an amount determined by the City Council of the City of Murrieta, acting in its capacity as the legislative body of CFD No. 2025-2, by applying the rate and method of apportionment set forth below.

All of the real property in CFD No. 2025-2, unless exempted by law or by the provisions herein, shall be taxed to the extent and in the manner provided herein.

A. DEFINITIONS

“Accessory Dwelling Unit” means a residential unit of limited size including smaller secondary unit(s) that shares an Assessor’s Parcel with Single Fami ly Residential Property that has a stand-alone Residential Unit.

“Acre” or “Acreage” means the land area of an Assessor’s Parcel as shown on any Assessor’s Parcel Map, or if the land area is not shown on the Asse ssor’s Parcel Map, the land area as shown on the applicable Final Map, or if the area is not shown on the applicable Final Map, the land area shall be calculated by the Administrator.

“Administrative Expenses” means the actual or reasonably estimated costs directly related to the formation, annexation, and administration of CFD No. 2025-2 includi ng, but not limited to: the costs of computing the Special Taxes and preparing the annual Special Tax collection schedules (whether by the City or designee thereof or both); the costs to the City, CFD No. 2025-2, or any designee thereof associated with fulfilling the CFD No. 2025-2 disclo sure requirements; the costs associated with responding to public inquiries re garding the Special Taxes; the cost s of the City, CFD No. 2025-2 or any designee thereof related to an appeal of the Special Tax; and the City's annual administration fees, collection expenses, including payment of a proportional share of City overhead and salaries and benefits of any City employees whose duties are related to the administration of CFD No. 2025-2 and third party expenses related to CFD No. 2025-2. Ad ministrative Expenses shall also include amounts estimated or advanced by the City or CFD No. 2025- 2 for any other administrative purposes of CFD No. 2025-2, including attorney's fees and other costs related to commencing and pursuing to completion any foreclosure of delinquent Special Taxes.

“Administrator” means the City Manager of the City of Murrieta, or his or her designee.

“Approved Property” means all Assessor’s Parcels of Taxable Property that are included in a Final Map that was recorded prior to the January 1 preced ing the Fiscal Year in which the Special Tax is being levied, and that have not been issued a building permit on or prior to the May 1 preceding the Fiscal year in which the Special Tax is being levied.

“Assessor’s Parcel” means a lot or parcel of land that is identifiable by an Assessor’s Parcel Number by the County Assessor of the County of Riverside.

“Assessor’s Parcel Map” means an official map of the Assessor of the County designating parcels by Assessor’s Parcel Number.
835

City of Murrieta 2
Community Facilities District No. 2025-2 (Maintenance Services) “Assessor’s Parcel Number” means that identification number assigned to a parcel by the County Assessor of the County.

“Building Square Footage” or “BSF” means the floor area square f ootage reflected on the original construction building permit issued for construction of a building of Non-Residential Property and any Building Square Footage subsequently added to a building of such Non-Residential Property after issuance of a building permit for expansion or renovation of such building.

“Calendar Year” means the period commencing January 1 of any year and ending the following December 31.

“CFD” or “CFD No. 2025-2” means the Community Facilities District No. 2025-2 (Maintenance Services) of the City of Murrieta.

“City” means the City of Murrieta.

“Contingent Services” means services permitted under the Mello-Roos Community Facilities Act of 1982 including, without limitation, those services au thorized to be funded by CFD No. 2025-2 as set forth in the documents adopted by the City Council at the time the CFD was formed to be provided by the City in the event the Administrator makes a determination pursuant to Section C(2) that a Property Owners’ Association fails to adequately provide such services.

“County” means the County of Riverside.

“Developed Property” means all Assessor’s Parcels of Taxable Property for which a building permit for new construction has been issued on or prior to May 1 preceding the Fiscal Year in which the Special Tax is being levied.

“Exempt Property” means all Assessors’ Parcels designated as being exempt from the Special Tax as provided for in Section G.

“Final Map” means a subdivision of property by recordatio n of a final map, parcel map, or lot line adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq.) or recordation of a condominium plan pursuant to California Civil Code 6624 that creates individual lots for which building permits may be issued without further subdivision.

“Fiscal Year” means the period from and including July 1 st of any year to and including the following
June 30th.

“Land Use Category” or “LUC” means any of the categories contained in Section B hereof to which an Assessor’s Parcel is assigned consistent with th e land use approvals that have been received or proposed for the Assessor’s Parcel as of May 1 prec eding the Fiscal Year in which the Special Tax is being levied.

“Maximum Special Tax” means either Maximum Special Tax A and/or Maximum Special Tax B (Contingent), as applicable.

“Maximum Special Tax A” means for each Assessor’s Parcel and each Fiscal Year, the maximum Special Tax A, as determined in accordance with Section C below that can be levied on such Assessor’s Parcel in such Fiscal Year.
836

City of Murrieta 3
Community Facilities District No. 2025-2 (Maintenance Services) “Maximum Special Tax B (Contingent)” means for each Assessor’s Parcel and each Fiscal Year, the maximum Special Tax B (Contingent), as determined in accordance with Section C below that can be levied on such Assessor’s Parcel in such Fiscal Year.

“Multi-Family Residential Property” or “MFR” means any Assessor’s Parcel of Residential Property upon which a building or buildings comprised of attached Residential Units sharing at least one common wall with another unit are constructed or are intended to be constructed that share a single Assessor’s Parcel Number, as determined by the Administrator.

“Non-Residential Property” or “NR” means all Assessor's Parcels of Taxable Property for which a building permit(s) was issued for a non-residential use. The Administrator shall make the determination if an Assessor’s Parcel is Non-Residential Property.

“Property Owner’s Association” or “POA” means the property owner’s association or homeowner’s association established to maintain certain Services within a Tax Zone.

“Proportionately” means for Taxable Property that is: (i) Developed Property, that the ratio of the actual Special Tax levy to the Maximum Special Tax is the same for all Parcels of Developed Property, (ii) Approved Property, that the ratio of the actual Special Tax levy to the Maximum Special Tax is the same for all Parcels of Approved Property, and (iii) Undeveloped Property that the ratio of the actual Special Tax levy per acre to the Maximum Specia l Tax per acre is the same for all Parcels of Undeveloped Property.

“Rate and Method of Apportionment” or “RMA" means this Rate and Method of Apportionment of Special Taxes.

“Residential Property” means all Assessor’s Parcels of Taxable Property upon which Residential Units have been constructed or are intended to be constructed or for which building permits have been or may be issued for purposes of constructing one or more Residential Units.

“Residential Unit” or "RU" means a residential unit that is used or intended to be used as a domicile by one or more persons, as determined by the Administrator. An Accessory Dwelling Unit that shares an Assessor’s Parcel with an Assessor’s Parcel classified as Single Family Residential Property shall not be considered a Residential Unit for purposes of levying the Special Tax pursuant to Section D.

“Service(s)” means services permitted under the Me llo-Roos Community Facilities Act of 1982 including, without limitation, those services author ized to be funded by CFD No. 2025-2 as set forth in the documents adopted by the City Council at the time the CFD was formed.

“Single Family Residential Property” or “SFR” means any Residential Property other than Multi- Family Residential Property on an Assessor’s Parcel as determined by the Administrator.

“Special Tax(es)” means the Special Tax A or Special Tax B (Contingent) to be levied in each Fiscal Year on each Assessor’s Parcel of Taxable Property.

“Special Tax A” means the annual special tax to be levied in each Fiscal Year on each Assessor’s Parcel of Taxable Property to fund the Special Tax A Requirement.

"Special Tax A Requirement" means for each Tax Zone that amount to be collected in any Fiscal Year to pay for certain costs as required to meet the needs of such Tax Zone within CFD No. 2025-2 in both 837

City of Murrieta 4
Community Facilities District No. 2025-2 (Maintenance Services) the current Fiscal Year and the next Fiscal Year. Th e costs to be covered shall be the direct costs for maintenance services including but not limited to (i) maintenance and lighting of parks, parkways, streets, roads and open space, (ii) maintenance and operation of water quality improvements, (iii) public street sweeping, (iv) fund an operating reserv e for the costs of Services as determined by the Administrator, and (v) Administrative Expenses. Under no circumstances shall the Special Tax A Requirement include funds for the repayment of bonds.
“Special Tax B (Contingent)” means the annual special tax to be le vied in each Fiscal Year on each Assessor’s Parcel of Taxable Property to fund the Special Tax B (Contingent) Requirement, if required.

“Special Tax B (Contingent) Requirement” means that amount required in any Fiscal Year, if the POA is unable to maintain the Contingent Service(s) to: (i) pay the costs of Contingent Services incurred or otherwise payable in the Calendar Year commencing in such Fiscal Year; (ii) fund an operating reserve for the costs of Contingent Services as dete rmined by the Administrator; less a credit for funds available to reduce the annual Special Tax B (Continge nt) levy for the subsequent Fiscal Year as determined by the Administrator.

"Taxable Property" means all Assessor’s Parcels within CFD No. 2025-2, which are not Exempt Property.

“Taxable Unit” means a Residential Unit, Building Square Footage, or an Acre. "Tax Zone" means a mutually exclusive geographic area, within which particular Special Tax rates may be levied following annexation of additional property to the CFD and pursuant to an amended Rate and Method of Apportionment of Special Tax. Appendix C identifies the Tax Zone Original included in CFD No. 2025-2 at formation; additional Tax Zones may be created when property is annexed into the CFD.

"Tax Zone Original" means the specific geographic area identified on the CFD Boundary Map as Tax Zone Original included in Appendix C.

"Tract(s)" means an area of land: i) within a subdivision identified by a particular tract number on a Final Map, ii) identified within a Parcel Map; or iii) identified within lot line adjustment approved for subdivision.

“Undeveloped Property” means, for each Fiscal Year, all Taxable Property not classified as Developed Property or Approved Property.

B. ASSIGNMENT TO LAND USE CATEGORIES
For each Fiscal Year, all Assessor’s Parcels of Taxable Property within CFD No. 2025-2 shall be classified as Developed Property, Approved Property, or Undeveloped Property, and shall be subject to the levy of Special Taxes as determined pursuant to Sectio ns C and D below. Assessor’s Parcels of Developed Property and Approved Property shall be classified as either Residential Property or Non-Residential Property. Residential Property shall be further cla ssified as Single Family Residential Property or Multi-Family Residential Property and the number of Residential Units shall be determined by the Administrator.

C. MAXIMUM SPECIAL TAX RATES
838

City of Murrieta 5
Community Facilities District No. 2025-2 (Maintenance Services) For purposes of determining the applicable Maximum Special Tax for Assessor’s Parcels of Developed Property and Approved Property which are classifi ed as Residential Property, all such Assessor’s Parcels shall be assigned the number of Residential Unit(s) constructed or to be constructed thereon as specified in or shown on the building permit (s) issued or Final Map as determined by the Administrator. Once a single family attached or multi-family building or buildings have been built on an Assessor's Parcel, the Administ rator shall determine the actual number of Residential Units contained within the building or buildings, and the Special Tax A levied against the Assessor’s Parcel in the next Fiscal Year shall be calculated by multiplying the actual number of Residential Units by the Maximum Special Tax per Residential Unit for the Ta x Zone below or as included in Appendix A as future annexations occur.

To determine the Maximum Special Tax for Non-Re sidential Developed and Approved Properties, the Administrator assigns each Assessor's Parcel a Building Square Footage or Acreage based on the Final Map. The Special Tax A for the next Fiscal Year is calculated by multiplying this figure by the Maximum Special Tax per Taxable Unit for the app licable Tax Zone, as identified below or in Appendix A for future annexations.

1. Special Tax A
a. Developed Property
(i) Maximum Special Tax A
The Maximum Special Tax A for each Assessor’s Pa rcel of Developed Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2025-2, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax A for the Tax Zones annexed and included in Appendix A. The Maximum Special Tax A for Developed Property for Fiscal Year 2025-26 within Tax Zone Original is identified in Table 1 below:

TABLE 1

MAXIMUM SPECIAL TAX A RATES

DEVELOPED PROPERTY

Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
Original TR 38228 Single Family Residential Property RU $274

(ii) Increase in the Maximum Special Tax A
On each July 1, commencing on July 1, 2026 the Maximum Special Tax A for Developed Property shall increase by i) the year-over-ye ar percentage increase for the month of March in the Consumer Price Index (All Items) for all Urban Consumers for the Riverside-San Bernardino-Ontario California Standard Metrop olitan Statistical Area, or a comparable replacement index for the area if this index is no longer published, since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.

(iii) Multiple Land Use Categories
In some instances, an Assesso r's Parcel of Developed Proper ty may contain more than one Land Use Category. The Maximum Special Tax A th at can be levied on an Assessor's Parcel shall be the sum of the Maximum Special Tax A that can be levied for each Land Use Category located on that Assessor's Parcel. For an Assesso r's Parcel that contains more than one land use, the Acreage of such Assessor's Parcel shall be allocated to each type of property based 839

City of Murrieta 6
Community Facilities District No. 2025-2 (Maintenance Services) on the amount of Acreage designated for each land use as determined by reference to the site plan approved for such Assessor's Parcel. The Administrator's allocation to each type of property shall be final.

b. Approved Property
The Maximum Special Tax A for each Assessor’s Parcel of Approved Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2025-2, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax A for the Tax Zone(s) annexed and included in Appendix A. The Maximum Special Tax A for Approved Property for Fiscal Year 2025-26 within Tax Zone Original is identified in Table 2 below:

TABLE 2

MAXIMUM SPECIAL TAX A RATES

APPROVED PROPERTY

Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
Original TR 38228 Single Family Residential Property RU $274

On each July 1, commencing on July 1, 2026 th e Maximum Special Tax A for Developed Property shall increase by i) the year-over-year percen tage increase for the month of March in the Consumer Price Index (All Items) for all Urba n Consumers for the Riverside-San Bernardino- Ontario California Standard Metropolitan Statistical Area, or a comparable replacement index for the area if this index is no longer published, since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
c. Undeveloped Property
The Maximum Special Tax A for each Assessor’s Parcel of Undeveloped Property shall be specific to each Tax Zone within the CFD. When additi onal property is annexed into CFD No. 2025-2, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax A for the Tax Zone(s) annexed and included in Appendix A. The Maximum Special Tax A for Undeveloped Property for Fiscal Year 2025-26 within Tax Zone Original is identified in Table 3 below:

TABLE 3

MAXIMUM SPECIAL TAX A RATES

UNDEVELOPED PROPERTY

Tax Zone Tracts Taxable Unit Maximum Special Tax A
Original TR 38228 Acre $8,839

On each July 1, commencing on July 1, 2026 the Maximum Special Tax A for Developed Property shall increase by i) the year-over-year percentage increase for the month of March in the Consumer Price Index (All Items) for all Urban Consumers for th e Riverside-San Bernardino-Ontario California Standard Metropolitan Statistical Area, or a compar able replacement index for the area if this index is no longer published, since the beginning of the pr eceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.

2. Special Tax B (Contingent)
840
City of Murrieta 7
Community Facilities District No. 2025-2 (Maintenance Services) The City Council shall levy Special Tax B (Contingent) only in the event the POA defaults in its obligation to maintain the Contingent Services, which default shall be deemed to have occurred, as determined by the Administrator, in each of the following circumstances:
(a) The POA files for bankruptcy;
(b) The POA is dissolved;
(c) The POA
ceases to impose dues or levy annual assessments sufficient to provide for the Contingent Services; or
(d) The POA fails to provide the Contingent Services at the same level as the City provides similar services and maintains similar improvements throughout the City and within ninety (90) days after written
notice from the City, or such longer period permitted by the City Manager, fail s to reme
dy the deficiency to the reasonable satisfaction of the City Council. a.

Developed Property
(i)
Maximum Special Tax B (Contingent)
The Maximum Special Tax B (Contingent) for ea ch Assessor’s Parcel of Taxable Property is shown in Table 4 and shall be specific to each Tax Zone within the CFD. When additi onal property is annexed into CFD No. 2025-2, th e rate and method adopted for the annexed property shal
l reflect the Maximum Special Tax B (Contingent) for the Tax Zones annexed and included in Appendix A. Th e Maximum Special Tax B (Conti ngent) for Fiscal Year 2025-26 within Tax Zone Original is identified in Table 4 below:

TABLE 4

MAXIMUM SPECIA

L TAX B (CONTINGENT) RATES

DEVELOPED PROPERTY
Tax
Zo
ne Tract Land Use Category
Taxable
Unit
Maximum Special
Tax B (Contingent)
Original TR 38228 Single Family Residential Property RU $0 (ii) Increase in the Maximum Special Tax B (Contingent) On each July 1, commencing on July 1, 2026 the Maximum Special Tax B (Contingent) for Developed Property shall increase by i) the year-over-year percentage increase for the month of March in the Consumer Price Index (All Items) for all Urban Consumers for the Riverside-San Bernardino-Ontario California Standard Metropolitan Statistical Area, or a comparable replacement index for the area if this index is no longer published, since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater. (iii) Multiple Land Use Categories
In some instances, an Assessor's Parcel of Developed Property may contain more than one Land Use Category. The Maximum Special Tax B (Contingent) that can be levied on an Assessor's Parcel shall be the sum of the Maximum Special Tax B (Contingent) that can be levied for each Land Use Category located on that Assessor's Parcel. For an Assessor's Parcel that contains more than one land use, the Acreage of such Assessor's Parcel shall be allocated to each type of property based on the amount of Acreage designated for each land use as determined by reference to the site plan approved for such Assessor's Parcel. The Administrator's allocation to each type of property shall be final. 841
City of Murrieta 8
Community Facilities District No. 2025-2 (Maintenance Services) b. Approved Property
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Approved Property shall be specific to ea
ch Tax Zone within the CFD. When additional property is annexed into CFD No. 2025- 2, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax B (Contingent) for the Tax Zone(s) annexed and included in Appendix A. The Maximum Sp ecial Tax B (Contingent) for Fiscal Year 2025-26 within Ta
x Zone Original is identified in Table 5 below:

TABLE 5

MAXIMUM SPECIA

L TAX B (CONTINGENT) RATES

APPROVED PROPERTY
Tax
Zo
ne Tract Land Use Category
Taxable
Unit
Maximum Special
Tax B (Contingent)
Original TR 38228 Single Family Residential Property RU $0 On each July 1, commencing on July 1, 2026 the Maximum Special Tax B (Contingent) for Developed Property shall increase by i) the year-over-year percentage increase for the month of March in the Consumer Price Index (All Items) for all Urban Consumers for the Riverside-San Bernardino- Ontario California Standard Metropolitan Statistical Area, or a comparable replacement index for the area if this index is no longer published, since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
c. Undeveloped Property
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Undeveloped Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CF D No. 2025-2, the r
ate and method adopted for the annexed property shall reflect the Maximum Special Tax B
(Contingent) for the Tax Zone(s) annexed and included in Appendix A. The Maximum Special Tax B (Contingent) for Fiscal Year 2025-26 within Tax Zone Original is identified in Table 6 below:

TABLE 6

MAXIMUM SPECIA

L TAX B (CONTINGENT) RATES

UNDEVELOPED PROPERTY
Tax Zone
Tracts Taxable
Unit
Maximum Special
Tax B (Contingent)
Original TR 38228 Acre $0
On
each July 1, commencing on July 1, 2026 the Maximum Spec ial Tax B (Contingent) for Developed Property shall increase by i) the year-over-year percentage increase for the month of March in the Consumer Price Index (All Items) for all Urban Co nsumers for the Riverside-San Bernardino-Ontario California Standard Metropolitan Statistical Area, or a comparable replacement index for the area if this index is no longer published, since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.

D. METHOD OF APPORTIONMENT OF ANNUAL SPECIAL TAX

1. Special Tax A
Commencing with Fiscal Year 2025-26 and for each following Fiscal Year, the City Council shall deter
mine the Special Tax A Requirement for each Ta x Zone and shall levy the Special Tax A on all Assessor’s Parcels of Taxable Property within such Tax Zone until the aggregate amount of Special Tax 842

City of Murrieta 9
Community Facilities District No. 2025-2 (Maintenance Services) A equals the Special Tax A Requirement for such Tax Zone. The Special Tax A shall be levied for each Fiscal Year as follows:

First: The Special Tax A shall be levied Propor tionately on all Assessor’s Parcels of Developed Property up to 100% of the applicable Maximu m Special Tax A to satisfy the Special Tax A Requirement;

Second: If additional moneys are needed to sati sfy the Special Tax A Requ irement after the first step has been completed, the Special Tax A shall be levied Proportionately on each Parcel of Approved Property at up to 100% of the Maximum Special Tax A for Approved Property;

Third: If additional monies are needed to sati sfy the Special Tax A Requ irement after the first two steps has been completed, the Special Tax A sh all be levied Proportionately on all Assessor’s Parcels of Undeveloped Property up to 100% of the Maximum Special Tax A for Undeveloped Property.

2. Special Tax B (Contingent)
Commencing with the first Fiscal Year in which Specia l Tax B (Contingent) is authorized to be levied and for each following Fiscal Year, the City Council shall determine the Special Tax B (Contingent) Requirement for each Tax Zone, if any, and shall levy the Special Tax on all Assessor’s Parcels of Taxable Property within such Tax Zone until the aggregate amount of Special Tax B (Contingent) equals the Special Tax B (Contingent) Requirement for such Tax Zone. The Special Tax B (Contingent) shall be levied for each Fiscal Year as follows:

First: The Special Tax B (Contingent) shall be le vied Proportionately on all Assessor’s Parcels of Developed Property up to 100% of the applicable Maximum Special Tax B (Contingent) to satisfy the Special Tax B (Contingent) Requirement;

Second: If additional moneys are needed to satisfy the Special Tax B (Contingent) Requirement after the first step has been completed, the Special Tax B (Contingent) shall be levied Proportionately on each Parcel of Approved Property at up to 100% of the Maximum Special Tax B (Contingent) for Approved Property;

Third: If additional monies are needed to sa tisfy the Special Tax B (Contingent) Requirement after the first two steps has been completed, the Special Tax B (Contingent) shall be levied Proportionately on all Assessor’s Parcels of U ndeveloped Property up to 100% of the Maximum Special Tax B (Contingent) for Undeveloped Property.

E. FUTURE ANNEXATIONS
It is anticipated that ad ditional properties will be annexed to CFD No. 2025-2 from time to time. As each annexation is proposed, an analysis will be prepared to determine the annual cost for providing Services to such properties. Based on this anal ysis, any properties to be annexed, pursuant to California Government Code section 53339 et seq. will be assigned the appropriate Maximum Special Tax rates for the Tax Zone when annexed and included in Appendix A.

F. DURATION OF SPECIAL TAX
For each Fiscal Year, the Special Tax A shall be levied as long as the Services are being provided. 843

City of Murrieta 10
Community Facilities District No. 2025-2 (Maintenance Services) For each Fiscal Year, the Special Tax B (Contingent) sh all be levied as long as the Contingent Services are being provided.

G. EXEMPTIONS
The City shall classify as Exempt Property within CFD No. 2025-2, a ll Assessor’s Parcels; (i) which are owned by, irrevocably offered for dedication, encumbered by or restricted in use by any public entity; (ii) with public or utility easements making impractical their utilization for other than the purposes set forth in the easement; (iii) which are privately owne d but are encumbered by or restricted solely for public uses; or (iv) which are in use in the performance of a public function as determined by the Administrator; (v) any Assessor’s Parcel that qualifies for a welfare exemption under applicable state or local law; or (vi) any Assessor’s Parcel that is owned by a property owner association and used for common area purposes.

H. APPEALS
Any property owner claiming that the amount or application of the Special Taxes are not correct may file a written notice of appeal with the City not later than twelve months after having paid the first installment of the Special Tax that is disputed. The Administrator of CFD No. 2025-2 shall promptly review the appeal, and if necessary, meet with the property owner, consider written and oral evidence regarding the amount of the Special Tax, and rule on the appeal. If the Administrator’s decision requires that the Special Tax for an Assessor’s Parcel be modified or changed in favor of the property owner, a cash refund shall not be made, but an adju stment shall be made to the Special Tax on that Assessor’s Parcel in the subsequent Fiscal Year(s).

I. MANNER OF COLLECTION
The Special Tax shall be collected in the same manne r and at the same time as ordinary ad valorem property taxes, provided, however, that CFD No. 2025-2 may collect the Special Tax at a different time or in a different manner if necessary to meet its financial obligations.

J. INTERPRETATION
Interpretations may be made by the Council by ordinance or resolution for purposes of clarifying any vagueness or ambiguity in this Rate and Method of Apportionment.

844

City of Murrieta 11
Community Facilities District No. 2025-2 (Maintenance Services)

APPENDIX A

CITY OF MURRIETA
COMMUNITY FACILITIES DISTRICT NO. 2025-2 (MAINTENANCE SERVICES)

COST ESTIMATE
Special Tax A Services - The estimate breaks down the costs of providing one year's maintenance services for Fiscal Year 2025-26. These services are being funded by the levy of Special Tax A for Community Facilities District No. 2025-2.

TAX ZONE ORIGINAL (SERVICES)
TRACT NO. 38228
Item Description Estimated Cost
1 Landscaping $16,301
2 Streetlights $3,360
3 Traffic Signals $0
4 Street & Pavement $15,381
5 Drainage $8,416
6 Parks $34,206
7 Trails $4,285
8 Graffiti Abatement $1,607
9 Reserves $3,693
10 Administration $12,761
Total $100,010
Special Tax B Contingent Services – There are no services being funded by the levy of Special Tax B (Contingent) for Community Faciliti es District No. 2025-2. However, additional Tax Zones may have Special Tax B Contingent Services being provided.

MAXIMUM SPECIAL TAXES ASSIGNED TO EACH TAX ZONE
Tax
Zone
Fiscal
Year
Included Tract
No. of
Taxable
Units
Land Use
Category
Taxable
Unit
Maximum
Special Tax
A
Maximum
Special Tax B
(Contingent) Subdivider
Original 2025-26 38228 365 SFR RU $274 $0 Discovery Village, LLC

ESCALATION OF MAXIMUM SPECIAL TAXES
On each July 1, commencing on July 1, 2026 the Maximum Special Taxes for Developed Property shall increase by i) the year-over-year percentage increase for the month of March in the Consumer Price Index (All Items) for all Urban Consumers for the Riverside-San Bernardino-Ontario California Standard Metropolitan Statistical Area, or a comparable replacement index for the area if this index is no longer published, since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.

845

City of Murrieta 12
Community Facilities District No. 2025-2 (Maintenance Services)

APPENDIX B

CITY OF MURRIETA
COMMUNITY FACILITIES DISTRICT NO. 2025-2 (MAINTENANCE SERVICES)

DESCRIPTION OF AUTHORIZED SERVICES

The services which may be funded with proceeds of the special tax of CFD No. 2025-2, as provided by Section 53313 of the Act, will include a ll costs attributable to maintainin g, servicing, cleaning, repairing and/or replacing landscaped areas (m ay include reserves for replacement) in public street right-of-way, public landscaping, public open spaces and other sim ilar landscaped areas officially dedicated for public use. These services including the following:
(a) maintenance and lighting of parks, park ways, streets, roads and open space, which maintenance and lighting services may include, without limitation, furnishing of electrical power to street lights and traffic signals; repair and replacement of damaged or inoperative light bulbs, fixtures and standards; maintenance (including irrigation and repl acement) of landscaping vegetation situated on or adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities; maintenance of public signage; graffiti removal from and maintenance and repair of public structures situated on parks, parkways, streets, roads and op en space; maintenance and repair of playground or recreation program equipment or facilities situated on any park; and

(b) maintenance and operation of water qualit y improvements which include storm drainage and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration basins, flood control channels, fossil fuel filters, and similar facilities. Maintenance services may include but is not limited to the repair, removal or replacement of all or part of any of the water quality improvements, fossil fuel filters within the public right-of-way including the removal of petroleum hydrocarbons and other pollutants from water runoff, or appurtenant facilities, clearing of inlets and outlets; erosion repairs; and cleanup to improvem ents, and other items necessary for the maintenance and servicing of the water quality basin improvements within flood control channel improvements; and

(c) public street sweeping, on the segments of the arterials within the boundaries of CFD No. 2025-2; as well as local roads within residential su bdivisions located within CFD No. 2025-2; and any portions adjacent to the properties within CFD No. 2025-2; and

In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may be expended to pay “Administrative Expenses,” as said term is defined in the Rate and Method of Apportionment.

The above services may be financed by proceeds of the special tax of CFD No. 2025-2 only to the extent that they are in addition to those provided in the territory of CFD No. 2025-2 before CFD No. 2025-2 was created or those provided in the territory annexed to CFD No. 2025-2 before the territory was annexed, as applicable.
846

City of Murrieta 13
Community Facilities District No. 2025-2 (Maintenance Services)

APPENDIX C

CITY OF MURRIETA
COMMUNITY FACILITIES DISTRICT NO. 2025-2 (MAINTENANCE SERVICES)

PROPOSED BOUNDARIES AND POTENTIAL ANNEXATION AREA BOUNDARIES

847
Appendix B:

Proposed Boundary Map
848
849

I HEREBY CERTIFY THAT THE WITHIN MAP SHOWING PROPOSED

BOUNDARIES OF THE POTENTIAL ANNEXATION AREA OF
COMMUNITY FACILITIES DISTRICT NO. 2025-2 (MAINTENANCE

SERVICES), CITY OF MURRIETA, COUNTY OF RIVERSIDE, STATE

OF CALIFORNIA, WAS APPROVED BY THE CITY OF MURRIETA
AT A REGULAR MEETING THEREOF, HELD ON �
DAY OF�__,, 20�, BY RESOLUTION NO. �0(,
iiWlbtrl� P-""; r-! 'l- ,
"'D-t.1>"� C.."'\ c� �
�
• iMt, Jj
��
'f<)(l-
cITYCLE,� =�!�

CITY OF MURRIETA

FILED IN THE OFFICE OF THE CITY CLERK,
CITY OF MURRIETA, THIS 5-t'h DAY OF� 20_15_.
jliM�L14 (u\'Y\ir"-t'l.,
1'� ti� Cl�IL-
� � �yL-CITYCLER, �t)m�1tA.

CITY OF MURRIETA
�
SPICER

CONSULTING GROUP
W+E

BOUNDARIES - POTENTIAL ANNEXATION AREA
COMMUNITY FACILITIES DISTRICT NO. 2025-2
(MAINTENANCE SERVICES)

CITY OF MURRIETA,

COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
co� ��
-�
SHEET 1 OF 1 SHEET
RECORDED THIS 10"':;AY OF�l1nc\lll'j) , 20 ,. � AT
THE HOUR OFI� O'CLOCK �M I BOOK �
PAGE 1J.t_ OF MAPS OF ASSESSMENT AND COMMUNITY

FACILITIES DISTRICTS IN THE OFFICE OF THE COUNTY

RECORDER, IN THE COUNTY OF RIVERSIDE, STATE OF
CALIFORNIA.

FEE:� No.: 101 �-oo�O�f1o

PETER ALDANA, ASSESSOR, COUNTY CLERK, RECORDER
BY: d?:

DEPUTY
LEGEND

ANNEXATION BOUNDARY
850
Appendix C:

Resolution of Intention
851

4862-8658-4495v7/022972-0048
RESOLUTION NO. 25-4806

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

MURRIETA DECLARING ITS INTENTION TO ESTABLISH
COMMUNITY FACILITIES DISTRICT NO. 2025-2
(MAINTENANCE SERVICES) OF THE CITY OF MURRIETA, TO

AUTHORIZE THE LEVY OF A SPECIAL TAX ON PROPERTY

WITHIN THE DISTRICT TO PAY THE COSTS OF PROVIDING

PUBLIC MAINTENANCE SERVICES
WHEREAS, the City of Murrieta (the “City”) has received a petition (the “Petition”) signed by the owner of more than ten percent of the land within the boundaries of which is proposed for inclusion in a proposed community facilities district which meets the requirements of Sections 53318 and 53319 of the Government Code of the State of California (the “Govern ment Code”); 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 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. 2025-2 (Maintenance Services) of the City of Murrieta” (“Community Facilities District No. 2025-2” or the “District”) pursuant to the Mello -Roos Community Facilities Act of 1982, as amended, commencing with Section 53311 of the Government Code (the “Act”) to (1) finance the services described in Attachment “B” hereto and incorporated herein by this reference (the “Services”), and (2) finance the incidental expenses to be incurred in connection with forming and administering the District and financing the Services (the “Services Incidental Expenses”); and
WHEREAS, the City Council proposes to design ate the property described in Attachment “B” hereto and incorporated herein by this references as territory proposed for annexation to Community Facilities District No. 2025-2 in the future (the “Potential Annexation Area”), with the condition that a parce l or parcels within such territory shall be annexed and subjected to the special tax of Community Facilities District No. 2025-2 pursuant to the procedures set forth in Section 53339 et seq. of the Act or in compliance with other procedures established by the Act; and
WHEREAS, the City Council further intends to approve an estimate of the costs of the Services and the Services Incidental Expenses for Community Facilities District No. 2025-2; and WHEREAS, it is the intention of the City Council to consider financing the Services and the Services Incidental Expenses through the formation of Community Facilities District No. 2025-2 and the levy of a special tax to pay for such Services and Services Incidental Expenses;

NOW, THEREFORE, BE IT RESOLVED BY THE CI TY COUNCIL OF THE CITY OF MURRIETA AS FOLLOWS:

Section 1. The above recitals are true and correct.

Section 2. A community facilities district is proposed to be established under the terms of the Act. It is further proposed that the legal boundaries of Community Facilities District No. 2025-2 shall be those described in Attachment “A” hereto, which boundaries sh all, upon Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 852

2 4862-8658-4495v7/022972-0048
recordation of the boundary map for proposed Community Facilities District No. 2025-2, include the entirety of any parcel subject to taxation by the District. The City Council further proposes to designate the Potential Annexation Area described in Attachment “A” hereto as property proposed for annexation into the District in the future, as approved by the City Council acting as the legislative body of the District.

The proposed boundaries of the District and the Potential Annexation Area are depicted on the map of the proposed Community Facilities District No. 2025-2, which is included in Attachment “A” hereto. The City Clerk is hereby directed to sign the original map of the proposed boundaries and record it with all proper endorsements thereon with the County Recorder of the County of Riverside 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.

Section 3. The name of the proposed community facilit ies district shall be “Community Facilities District No. 2025-2 (Maintenance Services) of the City of Murrieta.” Section 4. The Services proposed to be provided for the benefit of Community Facilities District No. 2025-2 are public services as defined in the Act, and this City Council finds and determines that the Services to be financed are in addition to those provided in the territory of the District, including the Potential Annexation Area, at the present time and do not supplant services already available within the territory of the District at the present time. The City Council hereby finds and determines that the description of the Services herein is sufficiently informative to allow taxpayers within the proposed District, including the Potential Annexation Area, to understand what the funds of the District may be used to finance. The Services Incidental Expenses expected to be incurred include the costs of planning the Services, the costs of forming the District, the cost of levying and collecting a special tax within the proposed District and the cost of administration.

Section 5. 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 a separate special tax, secured by recordation of a continuing lien against all nonexempt real property in the District, sufficient to pay for the Services and the Services Incidental Expenses.

Notwithstanding the foregoing, the District shall not record a special tax l ien on property within the Potential Annexation Area until the owner or owners of the parcel or parcels thereof have given their unanimous approval of the parcel’s or parcels’ annexation to the District. The rate and method of apportionment and manner of collection of the special taxes are described in detail in Attachment “C” attached hereto, which Attachment “C” is incorporated herein by this reference. Attachment “C” allows each landowner within the District to estimate the maximum amount that may be levied against each parcel.

The special taxes for Services may be increased based on the year-over-year percentage increase for the month of March in the consumer price index by an amount not to exceed two percent (2%) per year to the extent permitted in th e Rate and Method. The special tax for Services may be levied for such period as the Services are needed, as further described in Attachment “C” hereto.

The special taxes are based on the expected demand that each parcel of real property within the proposed Community Facilities District No. 2025-2 will place on the Services. The City Council hereby determines that the proposed Services are necessary to meet the increased demand placed upon the City and the existing services in the City as a result of the development of the land proposed for inclusion in the District. The City Council hereby Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 853

3 4862-8658-4495v7/022972-0048
determines the rate and method of apportionment of the special taxes 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 taxes are not on or based upon the value or ownership of real property.

Section 6. A public hearing (the “Hearing”) on the establishment of th e proposed Community Facilities District No. 2025-2, the proposed rate and method of apportionment of the special taxes to finance the Services and the Services Incidental Expenses shall be held 6:00 p.m., or as soon thereafter as practicable, on April 1 , 2025, at the City of Murrieta Council Chambers, 1 Town Square, Murrieta, California. Should the City Council determine to form the District, a special election will be held to authorize the levy of the special taxes in accordance with the procedures contained 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 (excluding the Potential Annexation Area) at the close of the Hearing, or the authorized representative thereof, 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.

Section 7. The City Council does n ot intend to make any adjustment in property taxation pursuant to Sections 53313.6 and 53313.7 of the Act.

Section 8. At the time and place set forth above for the Hearing, any interested person, including all persons owning lands or registered to vote wit hin proposed Community Facilities District No. 2025-2 and in the Potential Annexation Area, may appear and be heard.

Section 9. Each City officer who is or will be responsible for administering the proposed Community Facilities District No. 2025-2, if it i s 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 services by type which will in his or her opinion be required to meet adequately the needs of Community Facilities District No. 2025- 2 and an estimate of the cost of providing those services, and an estimate of the fair and reasonable cost of Services Incidental Expenses to be incurred.

Section 10. The District may a ccept 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. 2025-2. 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.

Section 11. 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. 2025-2. The City Clerk is further directed to mail a copy of the Notice to each landowner within the boundaries of the District at least 15 days prior to the Hearing. The Notice shall contain the 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.

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 854

4 4862-8658-4495v7/022972-0048
Section 12. This Resolution shall be effective upon its adoption.

PASSED AND ADOPTED by the City Council at a regular meeting held on the 4th day of February, 2025.

CITY COUNCIL OF THE CITY OF MURRIETA

By:_______________________________
Cindy Warren
Mayor of the City of Murrieta
ATTEST:
________________________________
Cristal McDonald
City Clerk of the City of Murrieta

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 ____________________________
Tiffany Israel, City Attorney
APPROVED AS TO FORM:
855

5 4862-8658-4495v7/022972-0048

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )ss.

CITY OF MURRIETA )

I, Cristal McDonald, City Clerk of the City of Murrieta, do hereby certify that the foregoing Resolution No. 25-4806 was duly adopted by the City Council of the City of Murrieta at a regular meeting held on the 4th day of February, 2025, by the following votes:

AYES:

NOES:

ABSENT:

Cristal McDonald, City Clerk

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 None
Stone
DeForest, Holliday, Levell, Warren
856

A-1
4862-8658-4495v7/022972-0048

ATTACHMENT A
Proposed Boundaries
Community Facilities District No. 2025-2 (Maintenance Services) of the City of Murrieta,
Riverside County, California

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 857

A-2
4862-8658-4495v7/022972-0048

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 858

B-1
4862-8658-4495v7/022972-0048

ATTACHMENT B
Types of Services
to be Financed by
Community Facilities District No. 2025-2 (Maintenance Services) of the City of Murrieta
The services which may be funded with proceeds of the special tax of CFD No. 2025 -2, as provided by Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-way, public landscaping, public open spaces and o ther similar landscaped areas officially dedicated for public use. These services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which maintenance and lighting services may include, without limitation, furnishing of electrical power to street lights and traffic signals; repair and replacement of damaged or inoperative light bulbs, fixtures and standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities; maintenance of public signage; graffiti removal from and maintenance and repair of public structures situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or recreation program equipment or facilities situated on any park; and

(b) maintenance and operation of water quality improvements which include storm drainage and flood protection facilities, includ ing, without limitation, drainage inlets, catch basin inserts, infiltration basins, flood control channels, fossil fuel filters, and similar facilities.

Maintenance services may include but is not limited to the repair, removal or replacement of all or part of any of the water quality improvements, fossil fuel filters within the public right -of-way including the removal of petroleum hydrocarbons and other pollutants from water runoff, or appurtenant facilities, clearing of inlets and outlets; erosion repai rs; and cleanup to improvements, and other items necessary for the maintenance and servicing of the water quality basin improvements within flood control channel improvements; and

(c) public street sweeping, on the segments of the arterials within the bo undaries of CFD No. 2025 -2; as well as local roads within residential subdivisions located within CFD No. 2025-2; and any portions adjacent to the properties within CFD No. 2025-2; and

In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may be expended to pay “Administrative Expenses,” as said term is defined in the Rate and Method of Apportionment.

The above services may be financed by p roceeds of the special tax of CFD No. 2025 -2 only to the extent that they are in addition to those provided in the territory of CFD No. 2025 -2 before CFD No. 2025 -2 was created or those provided in the territory annexed to CFD No. 2025 -2 before the territory was annexed, as applicable.

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 859

C-1
4862-8658-4495v7/022972-0048

ATTACHMENT C

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. 2025-2 (MAINTENANCE SERVICES)

OF THE CITY OF MURRIETA

A Special Tax (the “Special Tax”) shall be levied on and collected from each Assessor’s Parcel (defined below) in Community Facilities District No. 2025 -2 (Maintenance Services) (the “CFD No. 2025-2” or “CFD”; defined below), in each Fiscal Year, (defined below), commencing in the Fiscal Year beginning July 1, 2025, in an amount determined by the City Council of the C ity of Murrieta, acting in its capacity as the legislative body of CFD No. 2025 -2, by applying the rate and method of apportionment set forth below. All of the real property in CFD No. 2025-2, unless exempted by law or by the provisions herein, shall be t axed to the extent and in the manner provided herein.

A. DEFINITIONS
“Accessory Dwelling Unit” means a residential unit of limited size including smaller secondary unit(s) that shares an Assessor’s Parcel with Single Family Residential Property that has a stand-alone Residential Unit.

“Acre” or “Acreage” means the land area of an Assessor’s Parcel as shown on any Assessor’s Parcel Map, or if the land area is not shown on the Assessor’s Parcel Map, the land area as shown on the applicable Final Map, or if the area is not shown on the applicable Final Map, the land area shall be calculated by the Administrator.

“Administrative Expenses” means the actual or reasonably estimated costs directly related to the formation, annexation, and administration of CFD No. 2 025-2 including, but not limited to: the costs of computing the Special Taxes and preparing the annual Special Tax collection schedules (whether by the City or designee thereof or both); the costs to the City, CFD No. 2025-2, or any designee thereof associated with fulfilling the CFD No. 2025-2 disclosure requirements; the costs associated with responding to public inquiries regarding the Special Taxes; the costs of the City, CFD No. 2025 -2 or any designee thereof related to an appeal of the Special Tax; and the City's annual administration fees, collection expenses, including payment of a proportional share of City overhead and salaries and benefits of any City employees whose duties are related to the administration of CFD No. 2025 -2 and third party expens es related to CFD No. 2025 -2. Administrative Expenses shall also include amounts estimated or advanced by the City or CFD No. 2025 -2 for any other administrative purposes of CFD No. 2025 -2, including attorney's fees and other costs related to commencing and pursuing to completion any foreclosure of delinquent Special Taxes.

“Administrator” means the City Manager of the City of Murrieta, or his or her designee.

“Approved Property” means all Assessor’s Parcels of Taxable Property that are included in a Final Map that was recorded prior to the January 1 preceding the Fiscal Year in which the Special Tax is being levied, and that have not been issued a building permit on or prior to the May 1 preceding the Fiscal year in which the Special Tax is being levied.

“Assessor’s Parcel” means a lot or parcel of land that is identifiable by an Assessor’s Parcel Number by the County Assessor of the County of Riverside.

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 860

C-2
4862-8658-4495v7/022972-0048
“Assessor’s Parcel Map” means an official map of the Assessor of the County designating parcels by Assessor’s Parcel Number.

“Assessor’s Parcel Number” means that identification number assigned to a parcel by the County Assessor of the County.

“Building Square Footage” or “BSF” means the floor area square footage reflected on the original construction building permit issued for construction of a building of Non -Residential Property and any Building Square Footage subsequently added to a building of such Non - Residential Property after issuance of a building permit for expansion or renovation of such building.

“Calendar Year” means the period commencing January 1 of any year and ending the following December 31.

“CFD” or “CFD No. 2025 -2” means the Community Facilities District No. 2025 -2 (Maintenance Services) of the City of Murrieta.

“City” means the City of Murrieta.

“Contingent Services” means services permitted under the Mello -Roos Community Facilities Act of 1982 including, without limitation, those services authorized to be funded by CFD No. 2025 -2 as set forth in the documents adopte d by the City Council at the time the CFD was formed to be provided by the City in the event the Administrator makes a determination pursuant to Section C(2) that a Property Owners’ Association fails to adequately provide such services.

“County” means the County of Riverside.

“Developed Property” means all Assessor’s Parcels of Taxable Property for which a building permit for new construction has been issued on or prior to May 1 preceding the Fiscal Year in which the Special Tax is being levied.

“Exempt Property” means all Assessors’ Parcels designated as being exempt from the Special Tax as provided for in Section G.

“Final Map” means a subdivision of property by recordation of a final map, parcel map, or lot line adjustment, pursuant to the Subdivisio n Map Act (California Government Code Section 66410 et seq.) or recordation of a condominium plan pursuant to California Civil Code 6624 that creates individual lots for which building permits may be issued without further subdivision.

“Fiscal Year” means the period from and including July 1 st of any year to and including the following June 30th.

“Land Use Category” or “LUC” means any of the categories contained in Section B hereof to which an Assessor’s Parcel is assigned consistent with the land use approvals that have been received or proposed for the Assessor’s Parcel as of May 1 preceding the Fiscal Year in which the Special Tax is being levied.

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 861

C-3
4862-8658-4495v7/022972-0048
“Maximum Special Tax” means either Maximum Special Tax A and/or Maximum Special Tax B (Contingent), as applicable.

“Maximum Special Tax A” means for each Assessor’s Parcel and each Fiscal Year, the maximum Special Tax A, as dete rmined in accordance with Section C below that can be levied on such Assessor’s Parcel in such Fiscal Year.

“Maximum Special Tax B (Contingent)” means for each Assessor’s Parcel and each Fiscal Year, the maximum Special Tax B (Contingent), as determined i n accordance with Section C below that can be levied on such Assessor’s Parcel in such Fiscal Year.

“Multi-Family Residential Property” or “MFR” means any Assessor’s Parcel of Residential Property upon which a building or buildings comprised of attached R esidential Units sharing at least one common wall with another unit are constructed or are intended to be constructed that share a single Assessor’s Parcel Number, as determined by the Administrator.

“Non-Residential Property” or “NR” means all Assessor's Parcels of Taxable Property for which a building permit(s) was issued for a non -residential use. The Administrator shall make the determination if an Assessor’s Parcel is Non-Residential Property.

“Property Owner’s Association” or “POA” means the proper ty owner’s association or homeowner’s association established to maintain certain Services within a Tax Zone.

“Proportionately” means for Taxable Property that is: (i) Developed Property, that the ratio of the actual Special Tax levy to the Maximum Specia l Tax is the same for all Parcels of Developed Property, (ii) Approved Property, that the ratio of the actual Special Tax levy to the Maximum Special Tax is the same for all Parcels of Approved Property, and (iii) Undeveloped Property that the ratio of the actual Special Tax levy per acre to the Maximum Special Tax per acre is the same for all Parcels of Undeveloped Property.

“Rate and Method of Apportionment” or “RMA" means this Rate and Method of Apportionment of Special Taxes.

“Residential Property” means all Assessor’s Parcels of Taxable Property upon which Residential Units have been constructed or are intended to be constructed or for which building permits have been or may be issued for purposes of constructing one or more Residential Units.

“Residential Unit” or "RU" means a residential unit that is used or intended to be used as a domicile by one or more persons, as determined by the Administrator. An Accessory Dwelling Unit that shares an Assessor’s Parcel with an Assessor’s Parcel classified as Single Family Residential Property shall not be considered a Residential Unit for purposes of levying the Special Tax pursuant to Section D.

“Service(s)” means services permitted under the Mello -Roos Community Facilities Act of 1982 including, without limitation, those services authorized to be funded by CFD No. 2025 - 2 as set forth in the documents adopted by the City Council at the time the CFD was formed.

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 862

C-4
4862-8658-4495v7/022972-0048
“Single Family Residential Property” or “SFR” means any Residential Property other than Multi -Family Residential Property on an Assessor’s Parcel as determined by the Administrator.

“Special Tax(es)” means the Special Tax A or Special Tax B (Contingent) to be levied in each Fiscal Year on each Assessor’s Parcel of Taxable Property.

“Special Tax A” means the annual special tax to be levied in each Fiscal Year on each Assessor’s Parcel of Taxable Property to fund the Special Tax A Requirement.

"Special Tax A Requirement" means for each Tax Zone that amount to be collected in any Fiscal Year to pay for certain costs as required to meet the needs of such Tax Zone within CFD No. 2025 -2 in both the current Fiscal Year and the next Fiscal Year. The costs to be covered shall be the direct costs for maintenance services including but not limited to (i) maintenance and lighting of parks, parkways, streets, roads and open space, (ii) maintenance and operation of water quality improvements, (iii) public street sweeping, (iv) fund an operating reserve for the costs of Services as determined by the Administrator, a nd (v) Administrative Expenses. Under no circumstances shall the Special Tax A Requirement include funds for the repayment of bonds.
“Special Tax B (Contingent)” means the annual special tax to be levied in each Fiscal Year on each Assessor’s Parcel of Tax able Property to fund the Special Tax B (Contingent) Requirement, if required.

“Special Tax B (Contingent) Requirement” means that amount required in any Fiscal Year, if the POA is unable to maintain the Contingent Service(s) to: (i) pay the costs of Contingent Services incurred or otherwise payable in the Calendar Year commencing in such Fiscal Year; (ii) fund an operating reserve for the costs of Contingent Services as determined by the Administrator; less a credit for funds available to reduce the annu al Special Tax B (Contingent) levy for the subsequent Fiscal Year as determined by the Administrator.

"Taxable Property" means all Assessor’s Parcels within CFD No. 2025 -2, which are not Exempt Property.

“Taxable Unit” means a Residential Unit, Building Square Footage, or an Acre.

"Tax Zone" means a mutually exclusive geographic area within which particular Special Tax rates may be levied following the annexation of additional property to the CFD and pursuant to an amended Rate and Method of Apportionment of Special Tax. Appendix C identifies the Tax Zone Original included in CFD No. 2025 -2 at formation; additional Tax Zones may be created when property is annexed into the CFD.

"Tax Zone Original" means the specifi c geographic area identified on the CFD Boundary Map as Tax Zone Original included in Appendix C.

"Tract(s)" means an area of land: i) within a subdivision identified by a particular tract number on a Final Map, ii) identified within a Parcel Map; or iii) identified within lot line adjustment approved for subdivision.

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 863

C-5
4862-8658-4495v7/022972-0048
“Undeveloped Property” means, for each Fiscal Year, all Taxable Property not classified as Developed Property or Approved Property.

B. ASSIGNMENT TO LAND USE CATEGORIES
For each Fiscal Year, a ll Assessor’s Parcels of Taxable Property within CFD No. 2025 -2 shall be classified as Developed Property, Approved Property, or Undeveloped Property, and shall be subject to the levy of Special Taxes as determined pursuant to Sections C and D below. Asses sor’s Parcels of Developed Property and Approved Property shall be classified as either Residential Property or Non -Residential Property. Residential Property shall be further classified as Single Family Residential Property or Multi -Family Residential Property and the number of Residential Units shall be determined by the Administrator.

C. MAXIMUM SPECIAL TAX RATES
For purposes of determining the applicable Maximum Special Tax for Assessor’s Parcels of Developed Property and Approved Property which are class ified as Residential Property, all such Assessor’s Parcels shall be assigned the number of Residential Unit(s) constructed or to be constructed thereon as specified in or shown on the building permit(s) issued or Final Map as determined by the Administrato r. Once a single family attached or multi -family building or buildings have been built on an Assessor's Parcel, the Administrator shall determine the actual number of Residential Units contained within the building or buildings, and the Special Tax A levi ed against the Assessor’s Parcel in the next Fiscal Year shall be calculated by multiplying the actual number of Residential Units by the Maximum Special Tax per Residential Unit for the Tax Zone below or as included in Appendix A as future annexations occur.

To determine the Maximum Special Tax for Non -Residential Developed and Approved Properties, the Administrator assigns each Assessor's Parcel a Building Square Footage or Acreage based on the Final Map. The Special Tax A for the next Fiscal Year is calculated by multiplying this figure by the Maximum Special Tax per Taxable Unit for the applicable Tax Zone, as identified below or in Appendix A for future annexations.

1. Special Tax A
a. Developed Property
(i) Maximum Special Tax A
The Maximum Special Tax A for each Assessor’s Parcel of Developed Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2025 -2, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax A for the Tax Zones annexed and included in Appendix A. The Maximum Special Tax A for Developed Property for Fiscal Year 2025-26 within Tax Zone Original is identified in Table 1 below:

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 864

C-6
4862-8658-4495v7/022972-0048
TABLE 1

MAXIMUM SPECIAL TAX A RATES

DEVELOPED PROPERTY

Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
Original TR 38228 Single-Family Residential
Property
RU $274

(ii) Increase in the Maximum Special Tax A
On each July 1, commencing on July 1, 2026 , the Maximum Special Tax A for Developed Property shall increase by i) the year -over-year percentage increase for the month of March in the Consumer Price Index (All Items) for all Urban Consumers for the Riverside-San Bernardino-Ontario California Standard Metropolitan Statistical Area, or a comparable replacement index for the area if this index is no longer published, since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.

(iii) Multiple Land Use Categories
In some instances, an Assessor's Parcel of Developed Property may contain more than one Land Use Category. The Maximum Special Tax A that can be levied on an Assessor's Parcel shall be the sum of the Maximum Special Tax A that can be levied for each Land Use Category located on that Assessor's Parcel. For an Assessor's Parcel that contains more than one land use, the Acreage of such Assessor's Parcel shall be allocated to each type of property based on the amount of Acreage designated for each land use a s determined by reference to the site plan approved for such Assessor's Parcel. The Administrator's allocation to each type of property shall be final.

b. Approved Property
The Maximum Special Tax A for each Assessor’s Parcel of Approved Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2025-2, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax A for the Tax Zone(s) annexed and included in Appendix A. The Maximum Special Tax A for Approved Property for Fiscal Year 2025 -26 within Tax Zone Original is identified in Table 2 below:

TABLE 2

MAXIMUM SPECIAL TAX A RATES

APPROVED PROPERTY

Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
Original TR 38228 Single-Family Residential
Property
RU $274

On each July 1, commencing on July 1, 2026 , the Maximum Special Tax A for Developed Property shall increase by i) the year -over-year percentage increase for the month of March in the Consumer Price Index (All Items) for all Urban Consumers for the Riverside-San Bernardino-Ontario California Standard Metropolitan Statistical Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 865

C-7
4862-8658-4495v7/022972-0048
Area, or a comparable replacement index for the area if this index is no longer published, since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
c. Undeveloped Property
The Maximum Special Tax A for each Assessor’s Parcel of Undeveloped Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2025 -2, the rate and method adopted for the annexed property shall reflect the Maximum S pecial Tax A for the Tax Zone(s) annexed and included in Appendix A. The Maximum Special Tax A for Undeveloped Property for Fiscal Year 2025-26 within Tax Zone Original is identified in Table 3 below:

TABLE 3

MAXIMUM SPECIAL TAX A RATES

UNDEVELOPED PROPERTY

Tax Zone
Tracts Taxable Unit
Maximum Special Tax
A
Original TR 38228 Acre $8,839

On each July 1, commencing on July 1, 2026 , the Maximum Special Tax A for Developed Property shall increase by i) the year -over-year percentage increase for the month of March in the Consumer Price Index (All Items) for all Urban Consumers for the Riverside -San Bernardino-Ontario California Standar d Metropolitan Statistical Area, or a comparable replacement index for the area if this index is no longer published, since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.

2. Special Tax B (Contingent)
The City Council shall levy Special Tax B (Contingent) only in the event the POA defaults in its obligation to maintain the Contingent Services, which default shall be deemed to have occurred, as determined by the Administrator, in each of the following circumstances:
(a) The POA files for bankruptcy;
(b) The POA is dissolved;
(c) The POA ceases to impose dues or levy annual assessments sufficient to provide for the Contingent Services; or
(d) The POA fails to provide the Contingent Services at the same level as the City provides similar services and maintains similar improvements throughout the City and within ninety (90) days after written notice from the City, or such longer period permitted by the City Manager, fails to remedy the deficiency to the reasonable satisfaction of the City Council.

a. Developed Property

(i) Maximum Special Tax B (Contingent)
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Taxable Property is shown in Table 4 and shall be specific to each Tax Zone within the CFD.

When additional property is annexed into CFD No. 2025 -2, the rate and method Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 866

C-8
4862-8658-4495v7/022972-0048
adopted for the a nnexed property shall reflect the Maximum Special Tax B (Contingent) for the Tax Zones annexed and included in Appendix A. The Maximum Special Tax B (Contingent) for Fiscal Year 2025 -26 within Tax Zone Original is identified in Table 4 below:

TABLE 4

MAXIMUM SPECIAL TAX B (CONTINGENT) RATES

DEVELOPED PROPERTY

Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum Special
Tax B (Contingent)
Original TR 38228 Single-Family Residential
Property
RU $0

(ii) Increase in the Maximum Special Tax B (Contingent) On each July 1, commencing on July 1, 2026 , the Maximum Special Tax A for Developed Property shall increase by i) the year -over-year percentage increase for the month of March in the Consumer Price Index (All Items) for all Urban Consumers for the Riverside-San Bernardino-Ontario California Standard Metropolitan Statistical Area, or a comparable replacement index for the area if this index is no longer published, since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.

(iii) Multiple Land Use Categories
In some instances, an Assessor's Parcel of Developed Property may contain more than one Land Use Category. The Maximum Special Tax B (Contingent) that can be levied on an Assessor's Parcel shall be the sum of the Maximum Special Tax B (Contingent) that can be levied for each Land Use Category located on that Assessor's Parcel. For an Assessor's Parcel that contains more than one land use, the Acreage of such Assessor's Parcel shall be allocated to each type of property based on the amount of Acreage designated for each land use as determined by reference to the site plan approved for such Assessor's Parcel. The Administrator's allocation to each type of property shall be final.

b. Approved Property
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Approved Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2025 -2, the rate and method adopted for the annexed propert y shall reflect the Maximum Special Tax B (Contingent) for the Tax Zone(s) annexed and included in Appendix A. The Maximum Special Tax B (Contingent) for Fiscal Year 2025- 26 within Tax Zone Original is identified in Table 5 below:

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 867

C-9
4862-8658-4495v7/022972-0048
TABLE 5

MAXIMUM SPECIAL TAX B (CONTINGENT) RATES

APPROVED PROPERTY

Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum Special
Tax B (Contingent)
Original TR 38228 Single-Family Residential
Property
RU $0

On each July 1, commencing on July 1, 2026 , the Maximum Special Tax A for Developed Property shall increase by i) the year -over-year percentage increase for the month of March in the Consumer Price Index (All Items) for all Urban Consumers for the Riverside -San Bernardino-Ontario California Standar d Metropolitan Statistical Area, or a comparable replacement index for the area if this index is no longer published, since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.

c. Undeveloped Property
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Undeveloped Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2025 -2, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax B (Contingent) for the Tax Zone(s) annexed and included in Appendix A. The Maximum Special Tax B (Contingent) for Fiscal Year 2025- 26 within Tax Zone Original is identified in Table 6 below:

TABLE 6

MAXIMUM SPECIAL TAX B (CONTINGENT) RATES

UNDEVELOPED PROPERTY

Tax Zone
Tracts Taxable Unit
Maximum Special
Tax B (Contingent)
Original TR 38228 Acre $0

On each July 1, commencing on July 1, 2026 the Maximum Special Tax A for Developed Property shall increase by i) the year-over-year percentage increase for the month of March in the Consumer Price Index (All Items) for all Urban Consumers for the Riverside -San Bernardino-Ontario California Standard Metropolitan Statistical Area, or a comparable replacement index for the area if this index is no longer published, since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.

D. METHOD OF APPORTIONMENT OF ANNUAL SPECIAL TAX

1. Special Tax A

Commencing with Fiscal Year 2025 -26 and for eac h following Fiscal Year, the City Council shall determine the Special Tax A Requirement for each Tax Zone and shall levy the Special Tax A on all Assessor’s Parcels of Taxable Property within such Tax Zone until the aggregate amount of Special Tax A equals the Special Tax A Requirement for such Tax Zone. The Special Tax A shall be levied for each Fiscal Year as follows:

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 868

C-10
4862-8658-4495v7/022972-0048
First: The Special Tax A shall be levied Proportionately on all Assessor’s Parcels of Developed Property up to 100% of the applicable Maxi mum Special Tax A to satisfy the Special Tax A Requirement;
Second: If additional moneys are needed to satisfy the Special Tax A Requirement after the first step has been completed, the Special Tax A shall be levied Proportionately on each Parcel of Approved Property at up to 100% of the Maximum Special Tax A for Approved Property;
Third: If additional monies are needed to satisfy the Special Tax A Requirement after the first two steps has been completed, the Special Tax A shall be levied Proportionat ely on all Assessor’s Parcels of Undeveloped Property up to 100% of the Maximum Special Tax A for Undeveloped Property.

2. Special Tax B (Contingent)

Commencing with the first Fiscal Year in which Special Tax B (Contingent) is authorized to be levied and for each following Fiscal Year, the City Council shall determine the Special Tax B (Contingent) Requirement for each Tax Zone, if any, and shall levy the Special Tax on all Assessor’s Parcels of Taxable Property within such Tax Zone until the aggregate amount of Special Tax B (Contingent) equals the Special Tax B (Contingent) Requirement for such Tax Zone. The Special Tax B (Contingent) shall be levied for each Fiscal Year as follows:

First: The Special Tax B (Contingent) shall be levied Proportionately o n all Assessor’s Parcels of Developed Property up to 100% of the applicable Maximum Special Tax B (Contingent) to satisfy the Special Tax B (Contingent) Requirement; Second: If additional moneys are needed to satisfy the Special Tax B (Contingent) Requirement after the first step has been completed, the Special Tax B (Contingent) shall be levied Proportionately on each Parcel of Approved Property at up to 100% of the Maximum Special Tax B (Contingent) for Approved Property; Third: If additional monies are n eeded to satisfy the Special Tax B (Contingent) Requirement after the first two steps has been completed, the Special Tax B (Contingent) shall be levied Proportionately on all Assessor’s Parcels of Undeveloped Property up to 100% of the Maximum Special Tax B (Contingent) for Undeveloped Property.

E. FUTURE ANNEXATIONS
It is anticipated that additional properties will be annexed to CFD No. 2025 -2 from time to time. As each annexation is proposed, an analysis will be prepared to determine the annual cost for providing Services to such properties. Based on this analysis, any properties to be annexed, pursuant to California Government Code section 53339 et seq. will be assigned the appropriate Maximum Special Tax rates for the Tax Zone when annexed and included in Appendix A.

F. DURATION OF SPECIAL TAX
For each Fiscal Year, the Special Tax A shall be levied as long as the Services are being provided.

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 869

C-11
4862-8658-4495v7/022972-0048
For each Fiscal Year, the Special Tax B (Contingent) shall be levied as long as the Contingent Services are being provided.

G. EXEMPTIONS
The City shall classify as Exempt Property within CFD No. 2025-2, all Assessor’s Parcels; (i) which are owned by, irrevocably offered for dedication, encumbered by or restricted in use by any public entity; (ii) with public or utility easements making impractical their utilization for other than the purposes set forth in the easement; (iii) which are privately owned but are encumbered by or restricted solely for public uses; or (iv) which are in use in the performance of a public func tion as determined by the Administrator; (v) any Assessor’s Parcel that qualifies for a welfare exemption under applicable state or local law; or (vi) any Assessor’s Parcel that is owned by a property owner association and used for common area purposes.

H. APPEALS
Any property owner claiming that the amount or application of the Special Taxes are not correct may file a written notice of appeal with the City not later than twelve months after having paid the first installment of the Special Tax that is disput ed. The Administrator of CFD No. 2025-2 shall promptly review the appeal, and if necessary, meet with the property owner, consider written and oral evidence regarding the amount of the Special Tax, and rule on the appeal. If the Administrator’s decision requires that the Special Tax for an Assessor’s Parcel be modified or changed in favor of the property owner, a cash refund shall not be made, but an adjustment shall be made to the Special Tax on that Assessor’s Parcel in the subsequent Fiscal Year(s).

I. MANNER OF COLLECTION
The Special Tax shall be collected in the same manner and at the same time as ordinary ad valorem property taxes, provided, however, that CFD No. 2025 -2 may collect the Special Tax at a different time or in a different manner if necessary to meet its financial obligations.

J. INTERPRETATION
Interpretations may be made by the Council by ordinance or resolution for purposes of clarifying any vagueness or ambiguity in this Rate and Method of Apportionment.

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 870

C-12
4862-8658-4495v7/022972-0048

APPENDIX A

CITY OF MURRIETA
COMMUNITY FACILITIES DISTRICT NO. 2025-2 (MAINTENANCE SERVICES)

COST ESTIMATE
Special Tax A Services - The estimate breaks down the costs of providing one year's maintenance services for Fiscal Year 2025 -26. These services are being funded by the levy of Special Tax A for Community Facilities District No. 2025-2.

TAX ZONE ORIGINAL (SERVICES)
TRACT NO. 38228
Item Description Estimated Cost
1 Landscaping $16,301
2 Streetlights $3,360
3 Traffic Signals $0
4 Street &
Pavement
$15,381
5 Drainage $8,416
6 Parks $34,206
7 Trails $4,285
8 Graffiti Abatement $1,607
9 Reserves $3,693
10 Administration $12,761
Total $100,010
Special Tax B Contingent Services – There are no services being funded by the levy of Special Tax B (Contingent) for Community Facilities District No. 2025 -2. However, additional Tax Zones may have Special Tax B Contingent Services being provided.

MAXIMUM SPECIAL TAXES ASSIGNED TO EACH TAX ZONE
Tax
Zone
Fiscal
Year
Included Tract
No. of
Taxable
Units
Land
Use
Category
Taxable
Unit
Maximum
Special
Tax A
Maximum
Special Tax
B
(Contingent) Subdivider
Original 2025-26 38228 365 SFR RU $274 $0
Discovery
Village,
LLC

ESCALATION OF MAXIMUM SPECIAL TAXES
On each July 1, commencing on July 1, 2026 , the Maximum Special Tax A for Developed Property shall increase by i) the year -over-year percentage increase for the month of March in the Consumer Price Index (All Items) for all Urban Cons umers for the Riverside -San Bernardino-Ontario California Standard Metropolitan Statistical Area, or a comparable replacement index for the area if this index is no longer published, since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 871

C-13
4862-8658-4495v7/022972-0048

APPENDIX B

CITY OF MURRIETA
COMMUNITY FACILITIES DISTRICT NO. 2025-2 (MAINTENANCE SERVICES)

DESCRIPTION OF AUTHORIZED SERVICES

The services which may be funded with proceeds of the special tax of CFD No. 2025 -2, as provided by Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-way, public landscaping, public open spaces a nd other similar landscaped areas officially dedicated for public use. These services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which maintenance and lighting services may include, without li mitation, furnishing of electrical power to street lights and traffic signals; repair and replacement of damaged or inoperative light bulbs, fixtures and standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities; maintenance of public signage; graffiti removal from and maintenance and repair of public structures situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or recreation program equipment or facilities situated on any park; and

(b) maintenance and operation of water quality improvements which include storm drainage and flood protection facilities, includin g, without limitation, drainage inlets, catch basin inserts, infiltration basins, flood control channels, fossil fuel filters, and similar facilities.

Maintenance services may include but is not limited to the repair, removal or replacement of all or part of any of the water quality improvements, fossil fuel filters within the public right -of-way including the removal of petroleum hydrocarbons and other pollutants from water runoff, or appurtenant facilities, clearing of inlets and outlets; erosion repairs ; and cleanup to improvements, and other items necessary for the maintenance and servicing of the water quality basin improvements within flood control channel improvements; and

(c) public street sweeping, on the segments of the arterials within the boun daries of CFD No. 2025 -2; as well as local roads within residential subdivisions located within CFD No. 2025-2; and any portions adjacent to the properties within CFD No. 2025-2; and

In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may be expended to pay “Administrative Expenses,” as said term is defined in the Rate and Method of Apportionment.

The above services may be financed by proceeds of the special tax of CFD No. 2025 -2 only to the extent that the y are in addition to those provided in the territory of CFD No. 2025 -2 before CFD No. 2025 -2 was created or those provided in the territory annexed to CFD No. 2025 -2 before the territory was annexed, as applicable.

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 872

C-14
4862-8658-4495v7/022972-0048

APPENDIX C

CITY OF MURRIETA
COMMUNITY FACILITIES DISTRICT NO. 2025-2 (MAINTENANCE SERVICES)

PROPOSED BOUNDARIES AND POTENTIAL ANNEXATION AREA BOUNDARIES Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 873

C-15
4862-8658-4495v7/022972-0048

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 874

C-16
4862-8658-4495v7/022972-0048

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 875

876
Stradling Yocca Carlson & Rauth
Draft of March 7, 2025

4934-5196-7771v4/022972-0048
RESOLUTION NO. 25-4822

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

MURRIETA, CALIFORNIA, ESTABLISHING COMMUNITY
FACILITIES DISTRICT NO. 2025-2 (MAINTENANCE SERVICES)

OF THE CITY OF MURRIETA, AUTHORIZING THE LEVY OF A

SPECIAL TAX THEREIN, CALLING AN ELECT ION AND

APPROVING AND AUTHORIZING CERTAIN ACTIONS

RELATED THERETO
WHEREAS, the City Council (the “City Council”) of the City of Murrieta (the “City”) has heretofore adopted Resolution No. 25-4806 stating its intention to form Community Facilities District No. 2025-2 (Maintenance Services) of the City of Murrieta (“Community Facilities District No. 2025-2 (Maintenance Services)” or the “District”) and a Potential Annexation Area therein (the “Potential Annexation Area”) pursuant to the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5 of Part 1 of Division 2 of Title 5 of the Government Code of the State of California (the “Act”); and
WHEREAS, a copy of Resolution No. 25-4806 setting forth a description of the proposed boundaries of Community Facilities D istrict No. 2025-2 (Maintenance Services), the proposed boundaries of the Potential Annexation Area, the services and incidental expenses to be financed by the District and the rate and method of apportionment of the special tax proposed to be levied within the District is on file with the City Clerk; and WHEREAS, notice was published and mailed to all landowners of the land proposed to be included within the District as required by law relative to the intention of this City Council to form proposed Communi ty Facilities District No. 2025-2 (Maintenance Services), to designate the Potential Annexation Area proposed for annexation to the District in the future, and to levy a special tax therein to finance the services and incidental expen ses described in Resolution No. 25-4806; and
WHEREAS, on April 1, 2025 , this City Council conducted a noticed public hearing as required by law relative to the proposed formation of Community Facilities District No. 2025-2 (Maintenance Services), the desig nation of the Potentia l Annexation Area , and the levy of the special tax therein; and
WHEREAS, at the April 1, 2025 , public hearing there was filed with this City Council a report containing a description of the services necessary to meet the needs of the District and an estimate of the cost of such services as required by Section 53321.5 of the Act (the “Engineer’s Report”); and
WHEREAS, at the April 1, 2025 , public hearing all persons desiring to be heard on all matters pertaining to the formation of Comm unity Facilities District No. 2025-2 (Maintenance Services), the designation of the Potential Annexation Area, and the levy of the special tax were heard and full and fair hearings were held; and
WHEREAS, following the public hearing, this City Council has determined to authorize the formation of the District to finance the types of services (the “Services”) and the incidental expenses (the “ Services Incidental Expenses ”) set forth in Attachment “B” hereto , which are described in more detail in the Engineer’s Report; and
877

2 4934-5196-7771v4/022972-0048
WHEREAS, at the public hearing evidence was presented to this City Council on the matters before it and the proposed special tax to be levied within the District was not precluded by a majority protest of the type described in Section 53324 of the Act, and this City Council at the conclusion of the hearing was fully advised as to all matters relating to the formation of the District, the designation of the Potential Annexation Area and the levy of the special tax; and WHEREAS, this City Counc il has determined , based on a Certificate of Registrar of Voters of the County of Riverside on file in the off ice of the City Clerk, that no registered voters have been residing in the proposed boundaries of Community Facilities District No. 2025-2 (Maintenance Services) for each of the 90 days prior to April 1, 2025 , and that the qualified electors in Community Facilities District No. 2025-2 (Maintenance Services) are the landowners within the District; and
WHEREAS, on the basis of all of the foregoing, th is City Council has determined to proceed with the establishment of Community Facilities District No. 2025-2 (Maintenance Services) and to call an election therein to authorize (i) the levy of special taxes pursuant to the rate and method of apportionment of the special tax, as set forth in Attachment “A” attached hereto, and (ii) the establishment of an appropriations limit for Community Facilities District No. 2025-2 (Maintenance Services);

NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF MURRIETA AS FOLLOWS:

Section 1. Each of the above recitals is true and correct.

Section 2. A community facilities district to be designated “Community Facilities District No. 2025-2 (Maintenance Services ) of the City of Murrieta” is hereby established pursuant to the Act. The City Council hereby finds and determines that all prior procee dings taken with respect to the establishment of the District were valid and in conformity with the requirements of law, including the Act. This finding is made in accordance with the provisions of Section 53325.1(b) of the Act.

Section 3. The boundaries of Community Facilities District No. 2025-2 (Maintenance Services) are established as shown on the map designated “ Proposed Boundary Map Community Facilities District No. 2025-2 (Maintenance Services) of the City of Murrieta, County of Riverside, State of California ,” which map is on file in the office of the City Clerk and was recorded pursuant to Sections 3111 and 3113 of the Streets and Highways Code in the County Book of Maps of Assessment and Communit y Facilities Districts in the Assessor-County Clerk- Recorder’s office of the County of Riverside in Book No. 95 Page No. 27, on February 20, 2025 as Instrument No. 2025-0050551.

In addition, the boundaries of the Potential Annexation Area are established and designated for future annexation to the District pursuant to Sections 53339.2 and 53339.3 of the Act in accordance with Resolution No. 25-4806, as shown on the map designated “Boundaries—Potential Annexation Area Community Facilities District No. 2025-2 (Maintenance Services) of the City of Murrieta, County of Riverside, State of California,” which map is on file in the office of the City Clerk and was recorded pursuant to Sections 3111 and 3113 of the Streets and Highways Code in the County Book of Ma ps of Assessment and Community Facilities Districts in the Assessor-County Clerk-Recorder’s office of the County of Riverside in Book No. 95 Page No. 26, on February 20, 2025, as Instrument No. 2025-0050550. 878

3 4934-5196-7771v4/022972-0048
Section 4. The types of Services and Services Incidental Expenses authorized to be provided for Community Facilities District No. 2025-2 (Maintenance Services) are those set forth in Attachment “B” attached hereto. The estimated cost of the Services and Services Incidental Expenses to be financed is set forth in the Engineer’s Report, which estimates may change as the Facilities are designed and bid for construction and acquisition, as applicable.

Section 5. The City Council finds and determines that the proposed Services are necessary to meet the increased demand that will be placed upon local agencies and public infrastructure as a result of new development within the District and that the Services to be financed benefit residents of the City and the future residents of the District.

Section 6. Except where funds are otherwise availab le, it is the intention of th is City Council, subject to the approval of the eligible voters of the District, to levy annually a special tax at the rates set forth in Attachme nt “A” hereto on all non -exempt property within the Dis trict sufficient to pay for the Services and the Services Incidental Expenses. The second paragraph of Section 5 of Resolution No. 25 -4806 is hereby amended to clarify that, as described in Attachment “C” thereto and Attachment “A” hereto, on each July 1, commencing on July 1, 2026, the special tax shall increase by (i) the year -over-year percentage increase for the month of March in the Consumer Price Index (All Items) for all Urban Consumers for the Riverside-San Bernardino-Ontario California Standard Metropolitan Statistical Are a, or a comparable replacement index for the area if this index is no longer published, since the beginning of the preceding Fiscal Year, or (ii) by two percent (2.0%), whichever is greater. The District expects to incur, and in certain cases has already incurred, Services Incidental Expenses in connection with the creation of the District, the levying and collecting of the special tax, and the annual administration of the Dis trict. The rate and method of apportionment of the special tax is described in detail in Attachment “A” hereto and incorporated herein by this reference, and the City Council hereby finds that Attachment “A” contains sufficient detail to allow each landowner within the District to estimate the maximum amount that may be levied against each parcel. As described in greater detail in the Engineer’s Report, which is incorporated by reference herein, the special tax is based on the expected demand that each pa rcel of real property within Community Facilities District No. 2025-2 (Maintenance Services) will place on the Services and on the benefit that each parcel will derive from the right to access the Services and, accordingly, is hereby de termined to be reasonable. The special tax shall be levied on each assessor’s parcel so long as the Services are being provided within CFD No. 2025-2 (Maintenance Services). The special tax is apportioned to each parcel on the foregoing bases pursuant to Section 53325.3 of the Act and such special tax is not on or based upon the ownership of real property or the assessed value of real property.

Section 7. The City Manager of the City of Murrieta, 1 Town Square, Murrieta, California 92562, telephone number (951) 461-6010, will be responsible for preparing annually, or authorizing a designee to prepare, a current rol l of special tax levy obligations by assessor’s parcel number and will be responsible for estimating future special tax levies pursuant to Section 53340.2 of the Act.

Section 8. Upon rec ordation of a notice of special tax lien pursuant to Section 3114.5 of the Street s and Highways Code, a continuing lien to secure each levy of the special tax shall attach to all non-exempt real property in the District and this lien shall continue in force and effect until the special tax obligation is prepaid and permanently satisfie d and the lien canceled in accordance with law or until collection of the special tax by the District ceases. 879

4 4934-5196-7771v4/022972-0048
Section 9. Consistent with Section 53325.6 of the Act, the City Council finds and determines that the land within Community Facilities District No. 2025-2 (Maintenance Services), if any, devoted primarily to agricultural, timber or livestock uses and being used for the commercial production of agricultural, timber or livestock products is contiguous to other land within Community Facilities District No. 2025-2 (Maintenance Services ) and will be benefited by the Services proposed to be provided within Community Facilities District No. 2025-2 (Maintenance Services).

Section 10. It is hereby furt her determined that there is no ad valorem property tax currently being levied on property within proposed Community Facilities District No. 2025-2 (Maintenance Services) for the exclusive purpose of paying for the same services to the territory of Community Facilities District No. 2025-2 (Maintenance Services ) as are proposed to be provided by the Services to be financed by Community Facilities District No. 2025-2 (Maintenance Services).

Section 11. Written protests against the establishment of the District have not b een filed by one-half or more of the registered voters within the boundaries of t he District or by the property owners of one -half (1/2) or more of the area of land within the District. The City Council hereby finds that the proposed special tax has not been precluded by a majority protest pursuant to Section 53324 of the Act.

Written protests against the establishment of the Potential Annexation Area have not been filed by one -half or more of the registered voters within the boundaries of the Potential Annexation Area or by the property owners of one -half (1/2) or more of the area of land within the Potential Annexation Area. The City Council hereby finds that the proposed special tax has not been precluded by a majority protest pursuant to Section 53339.6 of the Act.

Section 12. An election is hereby called for Community Facilities District No. 2025-2 (Maintenance Services) on the propositions of levying the special tax on the property within Community Facilities District No. 2025-2 (Maintenance Services ) and establi shing an appropriations limit for the District pursuant to Section 53325.7 of the Act. The language of the propositions to be placed on the ballot is attached hereto as Attachment “C.” Section 13. The date of the election for Community Facilities District No. 2025-2 (Maintenance Services ) on the propositions of authorizing the levy of the special tax and establishing an appropriations limit for the District shall be April 1, 2025, or such later date as is consented to by the City Clerk of the City of Murrieta; provided that, if the election is to take place sooner than 90 days after April 1, 2025 , then the unanimous written consent of each qualified elector within the District to such election date must be obtained . The polls shall be open for said election immediately following the public hearing. The election shall be conducted by the City Clerk. Except as otherwise provided by the Act, the election shall be conducted in accordance with the provisions of law regulating elections of the City of Murrieta insofar as such provisions are determined by the City Clerk to be applicable. The City Clerk is authorized to conduct the election following the adoption of this resolution, and all ballots shall be received by, and the City Clerk shall close the election by, 11 :00 p.m. on the election day; provided the election shall be closed at such earlier ti me as all qualified electors have voted as provided in Section 53326(d) of the Act. Pursuant to Section 53326 of the Act, the ballots for the special election shall be distri buted in person , or by mail with return postage prepaid , to the qualified electors within Community Facilities District No. 2025-2 (Maintenance Services). The City Clerk has secured a certificate of the Certificate of Registrar of Voters of the County of Riverside certifying that there were no registered voters within the District. A ccordingly, since there were 880

5 4934-5196-7771v4/022972-0048
fewer than 12 registered voters within the District for each of the 90 days preceding April 1, 2025, the qualified electors shall be the landowner s within the District and each landowner, or the authorized representative thereo f, shall have one vote for each acre or portion thereof that such landowner owns within Community Facilities District No. 2025-2 (Maintenance Services), as provided in Section 53326 of the Act . The landowners within the District have executed and delivered waivers of certain election law requirements and consenting to the holding of the election on April 1, 2025, which waivers are on file with the City Clerk.

Section 14. The preparation o f the Engineer’s Report is hereby ratified. The Engineer’s Report, as submitted, is hereby approved and was made a part of the record of the public hearing regarding the formation of Community Facilities District No. 2025-2 (Maintenance Services). The Engineer’s Report is ordered to be kept on file with the transcript of these proceedings and open for public inspection.

Section 15. The District may accept advances of funds or work -in-kind from any source, including, but not limited to, private persons or private enti ties, for any authorized purpose, including, but not limited to, paying any cost incurred in creating Community Facilities District No. 2025-2. 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 fo r the value, or cost, whichever is less, of the work -in-kind, as determined by the City Council, with or without interest.

Section 16. This Resolution shall be effective upon its adoption.

PASSED AND ADOPTED by the City Council at a regular meeting held on the ____ day of _________, 2025.

CITY COUNCIL OF THE CITY OF MURRIETA

By:_______________________________
Cindy Warren
Mayor of the City of Murrieta
ATTEST:
________________________________
Cristal McDonald
City Clerk of the City of Murrieta

881

6 4934-5196-7771v4/022972-0048

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )ss.

CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, do hereby certify that the foregoing Resolution No. 25-4822 was duly adopted by the City Council of the City of Murrieta at a regular meeting held on the _____ day of _______, 2025, by the following votes:

AYES:

NOES:

ABSENT:

CRISTAL MCDONALD, CITY CLERK

882

A-1

4934-5196-7771v4/022972-0048
ATTACHMENT “A”

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. 2025-2 (MAINTENANCE SERVICES)

OF THE CITY OF MURRIETA

A Special Tax (the “Special Tax”) shall be levied on and collected from each Assessor’s Parcel (defined below) in Community Facilities District No. 2025 -2 (Maintenance Services) (the “CFD No. 2025-2” or “CFD”; defined below), in each Fisc al Year, (defined below), commencing in the Fiscal Year beginning July 1, 2025, in an amount determined by the City Council of the City of Murrieta, acting in its capacity as the legislative body of CFD No. 2025 -2, by applying the rate and method of apportionment set forth below. All of the real property in CFD No. 2025-2, unless exempted by law or by the provisions herein, shall be taxed to the extent and in the manner provided herein.

A. DEFINITIONS
“Accessory Dwelling Unit” means a residential unit of lim ited size including smalle r secondary unit(s) that shares an Assessor’s Parcel with Single Family Residential Property that has a stand-alone Residential Unit.

“Acre” or “Acreage” means the land area of an Assessor’s Parcel as shown on any Assessor’s Parcel Map, or if the land area is not shown on the Assessor’s Parcel Map, the land area as shown on the applicable Final Map, or if the area is not shown on the applicable Final Map, the land area shall be calculated by the Administrator.

“Administrative Exp enses” means the actual or reasonably estimated costs directly related to the formation, annexation, and administration of CFD No. 2025 -2 including, but not limited to: the costs of computing the Special Taxes and preparing the annual Special Tax collection schedules (whether by the City or designee thereof or both); the costs to the City, CFD No. 2025-2, or any designee thereof associated with fulfilling the CFD No. 2025 -2 disclosure requirements; the costs associated with responding to public inquiries re garding the Special Taxes; the costs of the City, CFD No. 2025 -2 or any designee thereof related to an appeal of the Special Tax; and the City's annual administration fees, collection expenses, including payment of a proportional share of City overhead and salaries and benefits of any City employees whose duties are related to the administration of CFD No. 2025 -2 and third party expenses related to CFD No. 2025 -2. Administrative Expenses shall also include amounts estimated or advanced by the City or CFD N o. 2025-2 for any other ad ministrative purposes of CFD No. 2025 -2, including attorney's fees and other costs related to commencing and pursuing to completion any foreclosure of delinquent Special Taxes.

“Administrator” means the City Manager of the City of Murrieta, or his or her designee.

“Approved Property” means all Assessor’s Parcels of Taxable Property that are included in a Final Map that was recorded prior to the January 1 preceding the Fiscal Year in which the Special Tax is being levied, and that have not been issued a bu ilding permit on or prior to the May 1 preceding the Fiscal year in which the Special Tax is being levied.

“Assessor’s Parcel” means a lot or parcel of land that is identifiable by an Assessor’s Parcel Number by the County Assessor of the County of Riverside. 883

A-2

4934-5196-7771v4/022972-0048

“Assessor’s Parcel Map” means an official map of the Assessor of the County designating parcels by Assessor’s Parcel Number.

“Assessor’s Parcel Number” means that identification number assigned to a parcel by the County Assessor of the County.

“Building Square Footage” or “BSF” means the floor area square footage reflected on the original construction building permit issued for construction of a building of Non -Residential Property and any Building Square Footage subsequent ly added to a building of such Non - Residential Property after issuance of a building permit for expansion or renovation of such building.

“Calendar Year” means the period commencing January 1 of any year and ending the following December 31.

“CFD” or “CFD No. 2025 -2” means the C ommunity Facilities District No. 2025 -2 (Maintenance Services) of the City of Murrieta.

“City” means the City of Murrieta.

“Contingent Services” means services permitted under the Mello -Roos Community Facilities Act of 1982 including, without limitation, those services authorized to be funded by CFD No. 2025 -2 as set forth in the documents adopted by the City Council at the time the CFD was formed to be provided by the City in the event the Administrator makes a determination pu rsuant to Section C(2) tha t a Property Owners’ Association fails to adequately provide such services.

“County” means the County of Riverside.

“Developed Property” means all Assessor’s Parcels of Taxable Property for which a building permit for new constr uction has been issued on or prior to May 1 preceding the Fiscal Year in which the Special Tax is being levied.

“Exempt Property” means all Assessors’ Parcels designated as being exempt from the Special Tax as provided for in Section G.

“Final Map” means a subdivision of propert y by recordation of a final map, parcel map, or lot line adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq.) or recordation of a condominium plan pursuant to California Civil Code 662 4 that creates individual lots for which building permits may be issued without further subdivision.

“Fiscal Year” means the period from and including July 1 st of any year to and including the following June 30th.

“Land Use Category” or “LUC” means any of the categories contained in Section B hereof to which an Assessor’s Parcel is assigned consistent with the land use approvals that have been received or proposed for the Assessor’s Parcel as of May 1 preceding the Fiscal Year in which the Special Tax is being levied.

884

A-3

4934-5196-7771v4/022972-0048
“Maximum Special Tax” means either Maximum Special Tax A and/or Maximum Special Tax B (Contingent), as applicable.

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

“Maximum Special Tax B (Contingent)” means for each Assessor’s Parcel and each Fiscal Year, the maximum Special Tax B (Contingent), as determined in accordan ce with Section C below that can be levied on such Assessor’s Parcel in such Fiscal Year.

“Multi-Family Residential Property” or “MFR” means any Assessor’s Parcel of Residential Property upon which a building or buildings comprised of attached Residential Units sharing at least one common wall with another unit are constructed or are intended to be constructed that share a single Assessor’s Parcel Number, as determined by the Administrator.

“Non-Residential Property” or “NR” means all Assessor's Parcels of Taxable Property for which a building permit(s) was issued for a non -residential use. The Administrator shall make the determination if an Assessor’s Parcel is Non-Residential Property.

“Property Owner’s Association” or “POA” means the property owner’s association or homeowner’s association established to maintain certain Services within a Tax Zone.

“Proportionately” means for Taxable Property that is: (i) Developed Property, that the ratio of the actual Special Tax levy to the Maximum Special Tax is t he same for all Parcels of Developed Property, (ii) Approved Property, that the ratio of the actual Special Tax levy to the Maximum Special Tax is the same for all Parcels of Approved Property, and (iii) Undeveloped Property that the ratio of the actual Sp ecial Tax levy per acre to the Maximum Special Tax per acre is the same for all Parcels of Undeveloped Property.

“Rate and Method of Apportionment” or “RMA" means this Rate and Method of Apportionment of Special Taxes.

“Residential Property” means all As sessor’s Parcels of Taxable Property upon which Residential Units have been constructed or are intended to be constructed or for which building permits have been or may be issued for purposes of constructing one or more Residential Units.

“Residential Unit” or "RU" means a residential unit that is used or intended to be used as a domicile by one or more persons, as determined by the Administrator. An Accessory Dwelling Unit that shares an Assessor’s Parcel with an Assessor’s Parcel classified as Single Family Residential Property shall not be considered a Residential Unit for purposes of levying the Special Tax pursuant to Section D.

“Service(s)” means services permitted under the Mello -Roos Community Facilities Act of 1982 including, without limitation, those services authorized to be funded by CFD No. 2025 - 2 as set forth in the documents adopted by the City Council at the time the CFD was formed.

885

A-4

4934-5196-7771v4/022972-0048
“Single Family Residential Property” or “SFR” means any Residential Property other than Multi -Family Reside ntial Property on an Assessor’s Parcel as determined by the Administrator.

“Special Tax(es)” means the Special Tax A or Special Tax B (Contingent) to be levied in each Fiscal Year on each Assessor’s Parcel of Taxable Property.

“Special Tax A” means the a nnual special tax to be le vied in each Fiscal Year on each Assessor’s Parcel of Taxable Property to fund the Special Tax A Requirement.

"Special Tax A Requirement" means for each Tax Zone that amount to be collected in any Fiscal Year to pay for certain c osts as required to meet the needs of such Tax Zone within CFD No. 2025 -2 in both the current Fiscal Year and the next Fiscal Year. The costs to be covered shall be the direct costs for maintenance services including but not limited to (i) maintenance and lighting of parks, parkway s, streets, roads and open space, (ii) maintenance and operation of water quality improvements, (iii) public street sweeping, (iv) fund an operating reserve for the costs of Services as determined by the Administrator, and (v) Administrative Expenses. Under no circumstances shall the Special Tax A Requirement include funds for the repayment of bonds.
“Special Tax B (Contingent)” means the annual special tax to be levied in each Fiscal Year on each Assessor’s Parcel of Taxable Prope rty to fund the Special Ta x B (Contingent) Requirement, if required.

“Special Tax B (Contingent) Requirement” means that amount required in any Fiscal Year, if the POA is unable to maintain the Contingent Service(s) to: (i) pay the costs of Contingent Ser vices incurred or otherwise payable in the Calendar Year commencing in such Fiscal Year; (ii) fund an operating reserve for the costs of Contingent Services as determined by the Administrator; less a credit for funds available to reduce the annual Special Tax B (Contingent) levy for the subsequent Fiscal Year as determined by the Administrator.

"Taxable Property" means all Assessor’s Parcels within CFD No. 2025 -2, which are not Exempt Property.

“Taxable Unit” means a Residential Unit, Building Square Footage, or an Acre.

"Tax Zone" means a mutually exclusive geographic area within which particular Special Tax rates may be levied following the annexation of additional property to the CFD and pursuant to an amended Rate and Method of Apportionment of Spe cial Tax. Appendix C identifies the Tax Zone Original included in CFD No. 2025 -2 at formation; additional Tax Zones may be created when property is annexed into the CFD.

"Tax Zone Original" means the specific geographic area identified on the CFD Boundar y Map as Tax Zone Original included in Appendix C.

"Tract(s)" means an area of land: i) within a subdivision identified by a particular tract number on a Final Map, ii) identified within a Parcel Map; or iii) identified within lot line adjustment approved for subdivision.

886

A-5

4934-5196-7771v4/022972-0048
“Undeveloped Property” means, for each Fiscal Year, all Taxable Property not classified as Developed Property or Approved Property.

B. ASSIGNMENT TO LAND USE CATEGORIES
For each Fiscal Year, all Assessor’s Parcels of Taxable Property withi n CFD No. 2025 -2 shall be classified as Developed Property, Approved Property, or Undeveloped Property, and shall be subject to the levy of Special Taxes as determined pursuant to Sections C and D below. Assessor’s Parcels of Developed Property and Approve d Property shall be classified as either Residential Property or Non -Residential Property. Residential Property shall be further classified as Single Family Residential Property or Multi -Family Residential Property and the number of Residential Units shall be determined by the Administrator.

C. MAXIMUM SPECIAL TAX RATES
For purposes of determining the applicable Maximum Special Tax for Assessor’s Parcels of Developed Property and Approved Property which are classified as Residential Property, all such Assessor’s Parcels shall be assig ned the number of Residential Unit(s) constructed or to be constructed thereon as specified in or shown on the building permit(s) issued or Final Map as determined by the Administrator. Once a single family attached or multi -family building or buildings have been built on an Assessor's Parcel, the Administrator shall determine the actual number of Residential Units contained within the building or buildings, and the Special Tax A levied against the Assessor’s Parcel in the next Fi scal Year shall be calculated by multiplying the actual number of Residential Units by the Maximum Special Tax per Residential Unit for the Tax Zone below or as included in Appendix A as future annexations occur.

To determine the Maximum Special Tax for No n-Residential Developed and Approved Properties, the Administrator assigns each Assessor's Parcel a Building Square Footage or Acreage based on the Final Map. The Special Tax A for the next Fiscal Year is calculated by multiplying this figure by the Maximu m Special Tax per Taxable Unit for the applicable Tax Zone, as identified below or in Appendix A for future annexations.

1. Special Tax A
a. Developed Property
(i) Maximum Special Tax A
The Maximum Special Tax A for each Assessor’s Parcel of Developed Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2025 -2, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax A for the Tax Zones annexed and included in Appendix A. The Maximum Specia l Tax A for Developed Property for Fiscal Year 2025-26 within Tax Zone Original is identified in Table 1 below:
887

A-6

4934-5196-7771v4/022972-0048
TABLE 1

MAXIMUM SPECIAL TAX A RATES

DEVELOPED PROPERTY

Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
Original TR 38228 Single-Family Residential
Property
RU $274

(ii) Increase in the Maximum Special Tax A
On each July 1, commencing on July 1, 2026, the Maximum Special Tax A for Developed Property shall increase by i) the year -over-year percentage increase for the month of March in the Consumer Price Index (All Items) for all Urban Consumers for the Riverside-San Bernardino-Ontario California Standard Metropolitan Statistical Area, or a comparable replacement index for the area if this index is n o longer published, since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.

(iii) Multiple Land Use Categories
In some instances, an Assessor's Parcel of Developed Property may contain more than one Land Use Category. The Maximum Special Tax A that can be levied on an Assessor's Parcel shall be the sum of the Maximum Special Tax A that can be levied for each Land Use Category located on that Assessor's Parcel. For an Assessor's Parcel that contains more than one land use, the Acreage of such Assessor's Parcel shall be allocated to each type of property based on the amount of Acreage designated for each land use as determined by reference to the site plan approved for such Assessor's Parcel. The Administrator 's allocation to each type of property shall be final.

b. Approved Property
The Maximum Special Tax A for each Assessor’s Parcel of Approved Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2025-2, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax A for the Tax Zone(s) annexed and included in Appendix A. The Maximum Special Tax A for Approved Property for Fiscal Year 2025 -26 within Tax Zone Original is identified in Table 2 below:

TABLE 2

MAXIMUM SPECIAL TAX A RATES

APPROVED PROPERTY

Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
Original TR 38228 Single-Family Residential
Property
RU $274

On each July 1, commencing on July 1, 2 026, the Maximum Special Tax A for Developed Property shall increase by i) the year -over-year percentage increase for the month of March in the Consumer Price Index (All Items) for all Urban Consumers for the Riverside-San Bernardino-Ontario California Standard Metropolitan Statistical 888

A-7

4934-5196-7771v4/022972-0048
Area, or a comparable replacement index for the area if this index is no longer published, since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
c. Undeveloped Property
The Maximum Special Tax A for each Assessor’s Parcel of Undeveloped Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2025 -2, the rate and method adopted for the annexed property shall reflect the Maxim um Special Tax A for the T ax Zone(s) annexed and included in Appendix A. The Maximum Special Tax A for Undeveloped Property for Fiscal Year 2025-26 within Tax Zone Original is identified in Table 3 below:

TABLE 3

MAXIMUM SPECIAL TAX A RATES

UNDEVELOPED PROPERTY

Tax Zone Tracts Taxable Unit Maximum Special Tax A
Original TR 38228 Acre $8,839

On each July 1, commencing on July 1, 2026, the Maximum Special Tax A for Developed Property shall increase by i) the year -over-year percentage increase for the month of March in the Consumer Price Index (All Items) for all Urban Consumers for the Riverside -San Bernardino-Ontario California Standard Metropolitan Statistical Area, or a comparable replacement index for the area if this index is no longer published, since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.

2. Special Tax B (Contingent)
The City Council shall levy Special Tax B (Contingent) only in the event the POA defaults in its obligation to maintain the Con tingent Services, which default shall be deemed to have occurred, as determined by the Administrator, in each of the following circumstances:
(a) The POA files for bankruptcy;
(b) The POA is dissolved;
(c) The POA ceases to impose dues or levy annual assessments sufficient to provide for the Contingent Services; or
(d) The POA fails to provide the Contingent Se rvices at the same level as the City provides similar services and maintains similar improvements throughout the City and within ninety (90) days after written notic e from the City, or such longer period permitted by the City Manager, fails to remedy the deficiency to the reasonable satisfaction of the City Council.

a. Developed Property

(i) Maximum Special Tax B (Contingent)
The Maximum Special Tax B (Contingent ) for each Assessor’s Parcel of Taxable Property is shown in Table 4 and shall be specific to each Tax Zone within the CFD.

When additional property is annexed into CFD No. 2025 -2, the rate and method adopted for the annexed property shall reflect the Max imum Special Tax B 889

A-8

4934-5196-7771v4/022972-0048
(Contingent) for the Tax Zones annexed and included in Appendix A. The Maximum Special Tax B (Contingent) for Fiscal Year 2025 -26 within Tax Zone Original is identified in Table 4 below:

TABLE 4

MAXIMUM SPECIAL TAX B (CONTINGENT) RATES

DEVELOPED PROPERTY

Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum Special
Tax B (Contingent)
Original TR 38228 Single-Family Residential
Property
RU $0

(ii) Increase in the Maximum Special Tax B (Contingent) On each July 1, commencing on July 1, 2026, the Maximum Special Tax A for Developed Property shall increase by i) the year -over-year percentage increase for the month of March in the Consumer Price Index (All Items) for all Urban Consumers for the Riverside-San Bernardino-Ontario California Standard Metropolitan Statistical Area, or a comparable replacement index for the area if this index is no longer published, since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.

(iii) Multiple Land Use Categories
In some instances, an Assessor's Parcel of Developed Property may contain more than one Land Use Category. The Maximum Special Tax B (Contingent) that can be levied on an Assessor's Parcel shall be the sum of the Maximum Special Tax B (Contingent) that can be levied for each Land Use Category located on that Assessor's Parcel. For an Assessor's Parcel that contains more than one land use, the Acreage of such Assessor's Parcel shall be allocated to each type of property based on the amount of Acr eage designated for each land use as determined by reference to the site plan approved for such Assessor's Parcel. The Administrator's allocation to each type of property shall be final.

b. Approved Property
The Maximum Special Tax B (Contingent) for ea ch Assessor’s Parcel of Approved Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2025 -2, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax B (Contingent) for the Tax Zone(s) annexed and included in Appendix A. The Maximum Special Tax B (Contingent) for Fiscal Year 2025- 26 within Tax Zone Original is identified in Table 5 below:
890

A-9

4934-5196-7771v4/022972-0048
TABLE 5

MAXIMUM SPECIAL TAX B (CONTINGENT) RATES

APPROVED PROPERTY

Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum Special
Tax B (Contingent)
Original TR 38228 Single-Family Residential
Property
RU $0

On each July 1, commencing on July 1, 2026, the Maximum Special Tax A for Developed Property shall increase by i) the yea r-over-year percentage increase for the month of March in the Consumer Price Index (All Items) for all Urban Consumers for the Riverside -San Bernardino-Ontario California Standard Metropolitan Statistical Area, or a comparable replacement index for the are a if this index is no longer published, since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.

c. Undeveloped Property
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Undeveloped Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2025 -2, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax B (Contingent) for the Tax Zone(s) annexed and included in Appendix A. The Maximum Special Tax B (Contingent) for Fiscal Year 2025- 26 within Tax Zone Original is identified in Table 6 below:

TABLE 6

MAXIMUM SPECIAL TAX B (CONTINGENT) RATES

UNDEVELOPED PROPERTY

Tax Zone
Tracts Taxable Unit
Maximum Special
Tax B (Contingent)
Original TR 38228 Acre $0

On each July 1, commencing on July 1, 2026 the Maximum Special Tax A for Developed Property shall increase by i) the year -over-year percentage increase for the month of March in the Consumer Price Index (All I tems) for all Urban Consumers for the Riverside -San Bernardino-Ontario California Standard Metropolitan Statistical Area, or a comparable replacement index for the area if this index is no longer published, since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.

D. METHOD OF APPORTIONMENT OF ANNUAL SPECIAL TAX

1. Special Tax A

Commencing with Fiscal Year 2025 -26 and for each following Fiscal Year, the City Council shall determine the Special Tax A Requirement for each Tax Zone and shall levy the Special Tax A on all Assessor’s Parcels of Taxable Propert y within such Tax Zone until the aggregate amount of Special Tax A equals the Special Tax A Requirement for such Tax Zone. The Special Tax A shall be levied for each Fiscal Year as follows:
891

A-10

4934-5196-7771v4/022972-0048
First: The Special Tax A shall be levied Proportionately on all Assessor’s Parcels of Developed Property up to 100% of the applicable Maximum Special Tax A to satisfy the Special Tax A Requirement;
Second: If additional moneys are needed to satisfy the Special Tax A Requirement after the first step has been completed, the Special Tax A shall be levied Proportionately on each Parcel of Approved Property at up to 100% of the Maximum Special Tax A for Approved Property;
Third: If additional monies are needed to satisfy the Special Tax A Requirement after the first two steps has been completed, the Special Tax A shall be levied Proportionately on all Assessor’s Parcels of Undeveloped Property up to 100% of the Maximum Special Tax A for Undeveloped Property.

2. Special Tax B (Contingent)

Commencing with the first Fiscal Year in which Special Tax B (Contingent) is authorized to be levied and for each following Fiscal Year, the City Council shall determine the Special Tax B (Contingent) R equirement for each Tax Zone, if any, and shall levy the Special Tax on all Assessor’s Parcels of Taxable Property within such Tax Zone until the aggregate amount of Special Tax B (Contingent) equals the Special Tax B (Contingent) Requirement for such Tax Zone. The Special Tax B (Contingent) shall be levied for each Fiscal Year as follows:

First: The Special Tax B (Contingent) shall be levied Proportionately on all Assessor’s Parcels of Developed Property up to 100% of the applicable Maximum Special Tax B (Contingent) to satisfy the Special Tax B (Contingent) Requirement; Second: If additional moneys are needed to satisfy the Special Tax B (Contingent) Requirement after the first step has been completed, the Special Tax B (Contingent) shall be levied Propor tionately on each Parcel of Approved Property at up to 100% of the Maximum Special Tax B (Contingent) for Approved Property; Third: If additional monies are needed to satisfy the Special Tax B (Contingent) Requirement after the first two steps has been com pleted, the Special Tax B (Contingent) shall be levied Proportionately on all Assessor’s Parcels of Undeveloped Property up to 100% of the Maximum Special Tax B (Contingent) for Undeveloped Property.

E. FUTURE ANNEXATIONS
It is anticipated that additional pro perties will be annexed to CFD No. 2025 -2 from time to time. As each annexation is proposed, an analysis will be prepared to determine the annual cost for providing Services to such properties. Based on this analysis, any properties to be annexed, pursuant to California Government Code section 53339 et seq. will be assigned the appropriate Maximum Special Tax rates for the Tax Zone when annexed and included in Appendix A.

F. DURATION OF SPECIAL TAX
For each Fiscal Year, the Special Tax A shall be levied as long as the Services are being provided.
892

A-11

4934-5196-7771v4/022972-0048
For each Fiscal Year, the Special Tax B (Contingen t) shall be levied as long as the Contingent Services are being provided.

G. EXEMPTIONS
The City shall classify as Exempt Property within CFD No. 2025-2, all Assessor’s Parcels; (i) which are owned by, irrevocably offered for dedication, encumbered by or restricted in use by any public entity; (ii) with public or utility easements making impractical their utilization for other than the purposes set forth in the easemen t; (iii) which are privately owned but are encumbered by or restricted solely for public us es; or (iv) which are in use in the performance of a public function as determined by the Administrator; (v) any Assessor’s Parcel that qualifies for a welfare exemp tion under applicable state or local law; or (vi) any Assessor’s Parcel that is owned by a property owner association and used for common area purposes.

H. APPEALS
Any property owner claiming that the amount or application of the Special Taxes are not correct may file a written notice of appeal with the City not later than twelve months after having paid the first installment of the Special Tax that is disputed. The Administrator of CFD No. 2025-2 shall promptly review the appeal, and if necessary, meet wit h the property owner, consider written and oral evidence regarding the amount of the Special Tax, and rule on the appeal. If the Administrator’s decision requires that the Special Tax for an Assessor’s Parcel be modified or changed in favor of the propert y owner, a cash refund shall not be made, but an adjustment shall be made to the Special Ta x on that Assessor’s Parcel in the subsequent Fiscal Year(s).

I. MANNER OF COLLECTION
The Special Tax shall be collected in the same manner and at the same time as o rdinary ad valorem property taxes, provided, however, that CFD No. 2025 -2 may collect the Special Tax at a different time or in a different manner if necessary to meet its financial obligations.

J. INTERPRETATION
Interpretations may be made by the Council by ordinance or resolution for purposes of clarifying any vagueness or ambiguity in this Rate and Method of Apportionment. 893

A-12

4934-5196-7771v4/022972-0048

APPENDIX A

CITY OF MURRIETA
COMMUNITY FACILITIES DISTRICT NO. 2025-2 (MAINTENANCE SERVICES)

COST ESTIMATE
Special Tax A Services - The estimate breaks down the costs of providing one year's maintenance services for Fiscal Year 2025 -26. These services are being funded by the levy of Special Tax A for Community Facilities District No. 2025-2.

TAX ZONE ORIGINAL (SERVICES)
TRACT NO. 38228
Item Description Estimated Cost
1 Landscaping $16,301
2 Streetlights $3,360
3 Traffic Signals $0
4 Street &
Pavement
$15,381
5 Drainage $8,416
6 Parks $34,206
7 Trails $4,285
8 Graffiti Abatement $1,607
9 Reserves $3,693
10 Administration $12,761
Total $100,010
Special Tax B Contingent Services – There are no services being funded by the levy of Special Tax B (Contingent) for Community Facilities District No. 2025 -2. However, additional Tax Zones may have Special Tax B Contingent Services being provided.

MAXIMUM SPECIAL TAXES ASSIGNED TO EACH TAX ZONE
Tax
Zone
Fiscal
Year
Included Tract
No. of
Taxable
Units
Land
Use
Category
Taxable
Unit
Maximum
Special
Tax A
Maximum
Special Tax
B
(Contingent) Subdivider
Original 2025-26 38228 365 SFR RU $274 $0
Discovery
Village,
LLC

ESCALATION OF MAXIMUM SPECIAL TAXES
On each July 1, commencing on July 1, 2026, the Maximum Special Tax A for Developed Property shall increase by i) the year -over-year percentage increase for the month of March in the Consumer Price Index (All Items) for all Urban Consumers for the Riverside -San Bernardino-Ontario California Standard Metropolitan Statistical Area, or a comparable replacement index for the area if this index is no longer published, since the beginning o f the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.

894

A-13

4934-5196-7771v4/022972-0048

APPENDIX B

CITY OF MURRIETA
COMMUNITY FACILITIES DISTRICT NO. 2025-2
(MAINTENANCE SERVICES)

DESCRIPTION OF AUTHORIZED SERVICES

The services which may be funded with procee ds of the special tax of CFD No. 2025 -2, as provided by Section 53313 of the Act, will incl ude all costs attributable to maintaining, servicing, cleaning, repairing and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-way, public landscaping, public open spaces and other similar landscaped areas officially dedicated for public use. These services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which main tenance and lighting services may include, without limitation, furnishing of electrical power to street lights and traffic signals; repair and replacement of damaged or inoperative light bulbs, fixtures and standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities; maintenance of public signage; graffiti removal from and maintenance and repair of public str uctures situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or recreation program equipment or facilities situated on any park; and

(b) maintenance and operation of water quality improvements which include storm drainage and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration basins, flood control channels, fossil fuel filters, and similar facilities. Maintenance services may include but is not limited to the repair, removal or replacement of all or part of any of the water quality improveme nts, fossil fuel filters within the public right -of-way including the removal of petroleum hydrocarbons and other pollutants from water runoff, or appurtenant facili ties, clearing of inlets and outlets; erosion repairs; and cleanup to improvements, and other items necessary for the maintenance and servicing of the water quality basin improvements within flood control channel improvements; and

(c) public street sweeping, on the segments of the arterials within the boundaries of CFD No. 2025-2; as well as local roads within residential subdivisions located within CFD No. 2025-2; and any portions adjacent to the properties within CFD No. 2025-2; and

In addition to paym ent of the cost and expense of the forgoing services, proceeds of the special tax may be expended to pay “Administrative Expenses,” as said term is defined in the Rate and Method of Apportionment.

The above services may be financed by proceeds of the special tax of CFD No. 2025-2 only to the extent that they are in addition to those provided in the territory of CFD No. 2025-2 before CFD No. 2025-2 was created or those provided in the territory annexed to CFD No. 2025-2 before the territory was annexed, as applicable. 895

A-14

4934-5196-7771v4/022972-0048

APPENDIX C

Proposed Boundaries
Community Facilities District No. 2025-2 (Maintenance Services) of the City of Murrieta,
Riverside County, California

896

A-15

4934-5196-7771v4/022972-0048

897

A-16

4934-5196-7771v4/022972-0048

898

B-1

4934-5196-7771v4/022972-0048
ATTACHMENT “B”

TYPES OF SERVICES

TO BE FINANCED BY
COMMUNITY FACILITIES DISTRICT NO. 2025-2 (MAINTENANCE SERVICES)

OF THE CITY OF MURRIETA
The services which may be fun ded with proceeds of the special tax of CFD No. 2025 -2, as provided by Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-way, public landscaping, public open spaces and other similar landscaped areas officially dedicated for public use. These services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open sp ace, which maintenance and lighting services may include, without limitation, furnishing of electrical power to street lights and traffic signals; repair and replace ment of damaged or inoperative light bulbs, fixtures and standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities; maintenance of public signage; graffiti removal from and maintenance and repai r of public structures situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or recreation program equipment or facilities situated on any park; and

(b) maintenance and operation of water quality improvements which include storm drainage and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration basins, flood control c hannels, fossil fuel filters, and similar facilities.

Maintenance services may include but is not limited to the repair, removal or replacement of all or part of any of the water quality improvements, fossil fuel filters within the public right -of-way including the removal of petroleum hydrocarbons and other pollutants from water runoff, or appurtenant facilities, clearing of inlets and outlets; erosion repairs; and cleanup to improvements, and other items necessary for the maintenance and servicing of the water quality basin improvements within flood control channel improvements; and

(c) public street sweeping, on the segments of the arterials within the boundaries of CFD No. 2025 -2; as well as local roads within residential subdivisions located within C FD No. 2025-2; and any portions adjacent to the properties within CFD No. 2025-2; and

In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may be expended to pay “Administrative Expenses,” as said term is de fined in the Rate and Method of Apportionment.

The above services may be financed by proce eds of the special tax of CFD No. 2025 -2 only to the extent that they are in addition to those provided in the territory of CFD No. 2025 -2 before CFD No. 2025 -2 was created or those provided in the territory annexed to CFD No. 2025 -2 before the territory was annexed, as applicable.
899

C-1

4934-5196-7771v4/022972-0048
ATTACHMENT “C”

BALLOT PROPOSITIONS
COMMUNITY FACILITIES DISTRICT NO. 2025-2 (MAINTENANCE SERVICES)

OF THE CITY OF MURRIETA

SPECIAL TAX ELECTION
April 1, 2025

PROPOSITION A: Shall a special tax with a rate and
method of apport ionment as provided in Resolution No.
25-4806 of the City Council of the City of Murrieta
establishing the District be levied to pay for the Services, Services Incidental Expenses and other purposes
described in Resolution No. 25-4806?

YES______
NO_______

PROPOSITION B : For each year commencing with
Fiscal Year 2025-2026, shall the appropriations limit, as defined by subdivision (h) of Section 8 of Article XIII B of the California Constitution, for Community Facilities
District No. 2025-2 (Maintenance Services ) be an
amount equal to $1,000,000,000?

YES______
NO_______

900
Stradling Yocca Carlson & Rauth
Draft of March 6, 2025

4927-8081-3595v3/022972-0048
RESOLUTION NO. 25-4823

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

MURRIETA, CALIFORNIA, ACTING IN ITS CAPACITY AS THE

LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT
NO. 2025-2 (MAINTENANCE SERVICES ) OF THE CITY OF

MURRIETA CERTIFYING ELECTION RESULTS
WHEREAS, the City Council (the “City Council”) of the City of Murrieta called and duly held an election on April 1, 2025 within the boundaries of Community Facilities District No. 2025-2 (Maintenance Services) of the City of Murrieta (“Community Facilities District No. 2025- 2” or the “Distr ict”) pursuant to Resolution No . ________ for the purpose of presenting to the qualified electors within the District Propositions A and B attached hereto as Exhibit A; and WHEREAS, there has been presented to this City Council a certificate of the City Clerk canvassing the results of the election, a copy of which is attached hereto as Exhibit B;

NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF MURRIETA AS FOLLOWS:

Section 1. Each of the above recitals is true and correct.

Section 2. Propositions A and B presented to the qualified electors of the District on April 1, 2025 were approved by two -thirds or more of the votes cast at said election and Propositions A and B each has carried. The City Council, acting as the legislativ e body of the District, is hereby authorized to levy on the land within the District the specia l tax described in Proposition A for the purposes described therein.

Section 3. The City Clerk is hereby directed to record in the Assessor-County Clerk- Recorder’s office o f the County of Rivers ide within fifteen days of the date hereof a notice of special tax lien with respect to the District which Bond Counsel to the District shall prepare in the form required by Streets and Highways Code Section 3114.5.

Section 4. This Resolution shall be effective upon its adoption. 901

2 4927-8081-3595v3/022972-0048
PASSED AND ADOPTED by the City Council at a regular meeting held on the ____ day of _________, 2025.

CITY COUNCIL OF THE CITY OF MURRIETA

By:_______________________________
Cindy Warren
Mayor of the City of Murrieta
ATTEST:
________________________________
Cristal McDonald
City Clerk of the City of Murrieta

902

3 4927-8081-3595v3/022972-0048

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )ss.

CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, do hereby certify that the foregoing Resolution No. 25-4823 was duly adopted by the City Council of the City of Murrieta at a regular meeting held on the _____ day of ____________, 2025, by the following votes:

AYES:

NOES:

ABSENT:

CRISTAL MCDONALD, CITY CLERK
903

A-1

4927-8081-3595v3/022972-0048

EXHIBIT A

BALLOT PROPOSITIONS
COMMUNITY FACILITIES DISTRICT NO. 2025-2 (MAINTENANCE SERVICES)

OF THE CITY OF MURRIETA

SPECIAL TAX ELECTION
April 1, 2025

PROPOSITION A: Shall a special tax with a rate and
method of apportionment as provided in Resolution No.
25-4806 of the C ity Council of the City of Murrieta
establishing the District be levied to pay for the Services, Services Incidental Expenses and other purposes
described in Resolution No. 25-4806?

YES______
NO_______

PROPOSITION B: For each year commencing wi th
Fiscal Year 20 25-2026, shall the appropriations limit, as defined by subdivision (h) of Section 8 of Article XIII B of the California Constitution, for Community Facilities
District No. 2025-2 (Maintenance Services) be an
amount equal to $1,000,000,000?

YES______
NO_______

904

B-1

4927-8081-3595v3/022972-0048

EXHIBIT B

CERTIFICATE OF CITY CLERK

AS TO THE RESULTS OF THE CANVASS OF THE ELECTION RETURNS I, Cristal McDonald , Ci ty Clerk of the City of Murrieta, do hereby certify that I have examined the returns of the Special Tax Electi on for Community Facilities District No. 2025-2 (Maintenance Services) of the City of Murrieta. The election was held in the City of Murrieta Council Chambers, 1 Town Square, Murrieta, California , on April 1, 2025 . I caused to be delivered ballots to each qualified elector. One (1) ballot was returned.

I further certify that the results of said election and the number of votes cast for and against Propositions A and B are as follows:

PROPOSITION A PROPOSITION B
YES: YES:

NO: NO:

TOTAL: TOTAL:

Dated this 1st day of April, 2025.

CRISTAL MCDONALD, CITY CLERK

905
Stradling Yocca Carlson & Rauth
Draft of March 6, 2025

4896-4367-0811v3/022972-0048
ORDINANCE NO. 615-25

ORDINANCE OF THE CITY COUNCIL OF THE CITY OF

MURRIETA, CALIFORNIA ACTING IN ITS CAPACITY AS THE

LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT
NO. 2025-2 (MAINTENANCE SERVICES ) OF THE CITY OF

MURRIETA AUTHORIZING THE LEVY OF SPECIAL TAXES
WHEREAS, on February 4, 2025 , the City Council (the “ City Council ”) of the City of Murrieta (the “City”) adopted Resolution No. 25-4806 declaring its intention to form Community Facilities District No. 2025-2 (Maintenance Services ) of the City of Murrieta (the “Distri ct”) pursuant to the Mello-Roos Community Facilities Act of 1982, as amended, comprising Chapter

2.5 of Part 1 of Division 2 of Title 5 of the Government Code of the State of California (the “Act”); and
WHEREAS, on April 1 , 2025, after providing all notice required by the Act, the City Council conducted a noticed public hearing required by the Act relative to the proposed formation of the District, the proposed levy of a special tax therein to finance certain maintenance services described in Resolution No. 25-4806; and WHEREAS, at the April 1, 2025 public hearing, all persons desiring to be heard on all matters pertaining to the formation of the District and the proposed levy of the special tax to finance the maintenance services described in Resolution No. 25-4806 were heard and a full and fair hearing was held; and
WHEREAS, on April 1, 2025, the Board adopted Resolution No. ______ which formed the District and called a special election within the District on April 1, 2025 on two propositions relating to the levy of a special tax within the District and the establishment of an appropriations limit within the District; and
WHEREAS, on April 1, 2025, a special election was held within the District at which the qualified electors approved by two-thirds or more vote Propositions A and B authorizing the levy of a special tax within the District for the purposes described in Resolution No. _____ and establishing an appropriations limit for the District; and

NOW, THEREFORE, THE CITY COUNCIL OF TH E CITY OF MURRIETA ACTING IN ITS CAPACITY AS THE LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT NO. 2025-2 (MAINTENANCE SERVICES ) OF THE CITY OF MURRIETA ORDAINS AS FOLLOWS:

Section 1. The above recitals are all true and correct.

Section 2. By the passage of this Ordinance, the Board authorizes and levies special taxes within the District pursuant to Sections 53328 and 53340 of the Act at the rates and in accordance with the rate and method of apportionment set forth in Attachment “A” to Resolution No. ______, which is incorp orated by reference herein (the “Rate and Method”). The special taxes are hereby levied commencing in the fiscal year specified in the Rate and Method and in each fiscal year thereafter so long as the services authorized to be financed by the District, are provided through such financing within the District.
906

2 4896-4367-0811v3/022972-0048
Section 3. Each of the Mayor, the City Manager, the Assistant City Manager , Director of Finance, or their written designees (each, an “Authorized Officer”), acting alone, is hereby authorized and directed each fi scal year to determi ne the specific special tax rates and amounts to be levied in such fiscal year on each parcel of real property within the District, in the manner and as provided in the Rate and Method. The special tax rate levied on a parcel pursuant to the Rate and Method shall not exceed the maximum rate set forth in the Rate and Method for such parcel , but the special tax may be levied at a lower rate. Each Authorized Officer is hereby authorized and directed to provide all necessary information to the Treasurer- Tax Collector of the County of Riverside and to otherwise take all actions necessary in order to effect proper billing and collection of the special tax, so that the special tax shall be levied and collected in sufficient amounts and at time s necessary to satisfy the financial obligations of the District in each fiscal year.

Section 4. Properties or entities of the state, federal or other local governments shall be exempt from the special tax, except as otherwise provided in Sections 53317.3 and 53317.5 of the Act and Sect ion G of the Rate and Method. No other properties or entities are exempt from the special tax unless the properties or entities are expressly exempted in Resolution No. ______, or in a resolution of consideration to levy a new special tax or special taxes or to alter the rate or method of apportionment or an existing special tax as provided in Section 53334 of the Act.

Section 5. All of the collections of the special tax shall be used as provided for in the Act, the Rate and Method and Resolution No. _______.

Section 6. The spe cial tax shall be collected in the same manner as ordinary ad valorem property taxes are collected and shall be subject to the same penalties and the same procedure, sale and lien priority in case of delinquency as is provided for ad va lorem taxes (which such procedures include the exercise of all rights and remedies permitted by law to make corrections, including, but not limited to, the issuance of amended or supplemental tax bills), as such procedure may be modified by law or by this City Council from time to time.

Section 7. The Mayor of the City shall sign this Ordinance and the City Clerk or Deputy City Clerk (referred to herein as the “City Clerk”) shall attest to the Mayor’s signature and then cause the same to be published within fifteen (1 5) days after its passage at least once in The Press Enterprise, a newspaper of general circulation published and circulated in the City of Murrieta.

Section 8. The specific authorization for adoption of this Ordinance is pursuant to the provisions of Section 53340 of the Act.

Section 9. The City Clerk is hereby authorized to transmit a certified copy of this ordinance to the Treasurer-Tax Collector of the County of Riverside , and to perform all other acts which are required by the Act, this Ordinance or by law in order to accom plish the purpose of this Ordinance.

Section 10. A full reading of this Ordinance is dispensed with prior to its final passage, a written or printed copy having been available to the City Council and the public a day prior to its final passage.

Section 11. This Ordinance shall take effect thirty days after its final passage. 907

3 4896-4367-0811v3/022972-0048
PASSED AND ADOPTED by the City Council at a regular meeting held on the _____ day of _____, 2025.

CITY COUNCIL OF THE CITY OF MURRIETA

By:_______________________________
Cindy Warren
Mayor of the City of Murrieta
ATTEST:
________________________________
Cristal McDonald
City Clerk of the City of Murrieta

908

4 4896-4367-0811v3/022972-0048

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )ss.

CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, do hereby certify that the foregoing Ordinance No. 615-25 was introduced by the City Council of the City of Murrieta, California, at its Regular meeting of April 1, 2025 and adopted at its Regular meeting of _____, 2025 and that the same was adopted by the following vote:

AYES:

NOES:

ABSENT:

CRISTAL MCDONALD, CITY CLERK

909
910

CITY OF MURRIETA
City Council Meeting Agenda
Report
4/1/2025
Agenda Item No. 12.

TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Javier Carcamo, Finance Director
PREPARED BY: Javier Carcamo, Finance Director
SUBJECT:

Formation of Community Facilities District No. 2025-3 (Discovery Village) of the City of Murrieta

RECOMMENDATION
Continue the public hearing to a date certain of May 6, 2025.

PRIOR ACTION/VOTE
On October 3, 2023, the City Council considered an amendment to the Community Facilities District Goals and Policies and directed staff to present the recommendations in a workshop (Vote: 3-2).

On December 5, 2023, the City Council held a workshop on and adopted the proposed Amendment to the Community Facilities District Goals and Policies (Non-Action Item).

On December 5, 2023, the City Council adopted Resolution No. 23-4717, amending and restating the Community Facilities District Goals and Policies (Vote: 5-0).

On February 4, 2025, the City Council adopted a Resolution of Intention to establish Community Facilities District No. 2025-1 (Safety Services) and set a public hearing for the formation of the Community Facilities District for April 1, 2025 (Vote: 5-0).

On February 4, 2025, the City Council adopted Resolutions of Intention to establish each of Community Facilities Districts 2025-2 (Maintenance Services) and 2025-3 (Discovery Village) and set public hearings for the formation of the Community Facilities Districts for April 1, 2025 (Vote: 4-1).

CITY COUNCIL GOAL
Maintain a high performing organization that values fiscal sustainability, transparency, accountability and organizational efficiency.

BACKGROUND
On December 5, 2023, the City Council amended the City’sCommunity Facilities District Goals and Policies.

CITY OF MURRIETA Printed on 3/27/2025Page 1 of 6
powered by Legistar™
911
4/1/2025
Agenda Item No. 12.

On December 5, 2023, the City Council amended the City’sCommunity Facilities District Goals and Policies.

The amendments included the ability to finance public safety services and maintenance services, adding an escalator to cover increases in the cost of providing services, changes to the list of eligible facilities that can be financed, allowing Development Impact Fees (DIF) to be financed, and increasing the maximum cap on the effective tax rate from 1.8% to 2.0% for Community Facility Districts (CFDs).

Historically, the City has conditioned new residential projects to pay for basic landscaping and lighting maintenance services pursuant to the Landscaping and Lighting Act of 1972 (LLD) of the Street & Highways Code. This funding mechanism includes limited services and requires the City to pay for the General Benefit portion of the assessment, typically up to 25% of the service costs. In addition, the City previously charged new development the following for services: (i) rooftop Fire tax, (ii) Community Services District assessment, and (iii) a Park and Recreation assessment totaling $125 per residential unit combined.

The owner of the property within the proposed Discovery Village project within the City is Discovery Village LLC (Property Owner), and the Property Owner requested the City to assist in forming three CFDs to provide public safety services, maintenance services, and facilities financing. The property to be included in the proposed CFDs is located at the southwest corner of the intersection of Whitewood Road and Baxter Road, east of Interstate 215. The Discovery Village Project (Project) is proposed to include approximately 365 single- family homes at full buildout. The Project was not conditioned to form the services’CFDs, but was conditioned to form a Landscape and Lighting Maintenance District to provide landscaping and lighting services.

Eastern Municipal Water District (EMWD) previously established a facilities CFD for the Discovery Village project for approximately $18 million in bond proceeds for improvements with a 2.0% overall effective tax rate that included the $125 assessment per Residential Unit (RU) for the rooftop Fire, Community Services District (CSD), and Park & Recreation, for basic public services and a potential LLD of approximately $200 per RU for Project specific landscaping and lighting from the City. At its March 19, 2025 board meeting, EMWD, at the request of the Property Owner, canceled the previously established CFD in anticipation of the formation of the City’s proposed CFDs.

On February 4, 2025, the City Council adopted various resolutions declaring its intention to form Community Facilities District No. 2025-1 (Safety Services) of the City of Murrieta (CFD No. 2025-1), Community Facilities District No. 2025-2 (Maintenance Services) of the City of Murrieta (CFD No. 2025-2) and Community Facilities District No. 2025-3 (Discovery Village) of the City of Murrieta (CFD No. 2025-3), and setting public hearings for April 1, 2025, on the formations of each CFD. The City Council will now be asked to hold three separate public hearings to consider forming each CFD and, if approved, following the public hearings, hold three separate special elections within each CFD regarding the levy of special taxes within each CFD.

Discovery Village Project and Community Facilities District No. 2025-3 The Property Owner submitted a petition requesting that the City form CFD No. 2025-3. The Property Owner has requested that the City form CFD No. 2025-3 to encompass the Property in accordance with the Mello- Roos Act to finance the costs of certain public improvements through the levy of a special tax and the issuance of bonds. The maximum amount of bonded indebtedness proposed is $27.5 million. The proceeds of bonds issued by CFD No. 2025-3 are expected to be used to finance public facilities to be owned and operated by the City and by EMWD, as well as financing the payment of DIF owed by the Property Owner to the City and EMWD.

The Property Owner has requested that the boundaries of CFD No. 2025-3 include the area described in Attachment A of the Resolution of Intention to Establish CFD No. 2025-3 adopted by the City Council on February 4, 2025, (CFD No. 2025-3 Resolution of Intention) and that special taxes be levied within the boundaries of CFD No. 2025-3 in accordance with the Rate and Method of Apportionment for CFD No. 2025-3 (CFD No. 2025-3 RMA) described in Attachment C to the Resolution of Intention. The proposed rates of the special tax range from $3,086.76 per unit for single-family homes less than 1,350 square feet to $4,772 per CITY OF MURRIETA Printed on 3/27/2025Page 2 of 6
powered by Legistar™
912
4/1/2025
Agenda Item No. 12.
special tax range from $3,086.76 per unit for single-family homes less than 1,350 square feet to $4,772 per unit for single-family homes greater than 2,400 square feet and also include tax rates of $69,954 per acre of multi-family property and non-residential property. The special tax rates within CFD No. 2025-3 will increase two percent (2.0%) annually on July 1, of each year, commencing July 1, 2026.

The CFD No. 2025-3 Resolution of Intention was the first step in the process of forming CFD No. 2025-3 and, together with the Resolution of Intention to Incur Bonded Indebtedness by CFD No. 2025-3 adopted by the City Council on February 4, 2025, declared the City’sintention to establish CFD No. 2025-3 incur bonded indebtedness by CFD No. 2025-3, and called for a public hearing to take place on April 1, 2025. Notice of the Public Hearing was published in The Press-Enterprise and mailed to the Property Owner.

In connection with the public hearing, Spicer Consulting Group has prepared a Public Hearing Report which describes and analyzes the facilities to be financed by CFD No. 2025-3 and the estimated costs of such facilities. Following the close of the public hearing, the City Council will be asked to adopt the Resolution of Formation for CFD No. 2025-3 and the Resolution Determining Necessity to Incur Bonded Indebtedness by CFD No. 2025-3 which, together, approve the formation of the CFD No. 2025-3, the levy of the special taxes in CFD No. 2025-3 in accordance with the CFD No. 2025-3 RMA and determines the necessity for the Facilities CFD to issue bonds in an amount not to exceed $27,500,000. Such resolutions call for an election to submit to the qualified voters of the CFD No. 2025-3 ballot measures on the approval of the special taxes, the issuance of bonds, and an appropriations limit for the CFD No. 2025-3.

The CFD No. 2025-3 Resolution of Formation also approves the execution and delivery of an Acquisition Agreement with the Property Owner. The Acquisition Agreement sets forth the terms pursuant to which CFD No. 2025-3 will acquire improvements constructed by the Property Owner from bond proceeds from CFD No. 2025-3 and how the Property Owner will be reimbursed for development impact fees from bond proceeds. In order to be eligible for acquisition, such facilities must be constructed in accordance with the terms and conditions of the Acquisition Agreement. The City and CFD No. 2025-3 are only required to pay for the acquisition of such facilities from the proceeds of bonds or special taxes levied in CFD No. 2025-3 and not from any other source.

The CFD No. 2025-3 Resolution of Formation also approves the execution and delivery of a Joint Community Facilities Agreement (Water District JCFA) with Eastern Municipal Water District (Water District) and the Developer, relating to certain facilities proposed to be financed by the District and owned and operated by the Water District. The form of the Water District JCFA is on file with the City Clerk.

On file with the City Clerk is a Certificate of the Registrar of Voters of Riverside County certifying that there are no registered voters residing within the boundaries of CFD No. 2025-3. Accordingly, under the Mello-Roos Act, only property owners owning land in CFD No. 2025-3 are eligible to vote in the election for CFD No. 2025-3 with each owner having one vote for each acre (or portion thereof) that they own within CFD No. 2025-3. The Property Owner has executed a consent and waiver of certain election procedures with respect to the election, including certain timing requirements with respect to the election, in accordance with the Mello-Roos Act.

Accordingly, if the City Council approves the Resolution of Formation and the Resolution Determining Necessity to Incur Bonded Indebtedness, the City Clerk will conduct the election. The Property Owner will have delivered their ballot to the City Clerk in advance of the public hearing, and the City Clerk will announce the election results, and the City Council will be asked to adopt the Resolution Certifying the Election Results.

Upon certification that two-thirds of the votes cast are in favor of the propositions voted upon in CFD No. 2025- 3, the Resolution Certifying the Election Results will direct the City Clerk to record a notice of special tax lien on the property within CFD No. 2025-3. The City Council will then be asked to introduce the ordinance authorizing the levy of the special tax within CFD No. 2025-3, in accordance with the CFD No. 2025-3 RMA.

CFD No. 2025-1 (Safety Services) and CFD No. 2025-2 (Maintenance Services) The Property Owner is required by the City’sCommunity Facilities District Goals and Policies, as amended in CITY OF MURRIETA Printed on 3/27/2025Page 3 of 6
powered by Legistar™
913
4/1/2025
Agenda Item No. 12.

The Property Owner is required by the City’sCommunity Facilities District Goals and Policies, as amended in December 2023, to also request the formation of a Public Safety Services CFD and a Maintenance Services CFD. Accordingly, the Property Owner has submitted separate petitions requesting the formation of Community Facilities District No. 2025-1 (Safety Services) of the City of Murrieta (CFD No. 2025-1) and Community Facilities District No. 2025-2 (Maintenance Services) of the City of Murrieta (CFD No. 2025-2).

Both CFD No. 2025-1 and CFD No. 2025-2 will each initially consist only of the Property (i.e. the Discovery Village Project); however, the remainder of the City will be designated as a “Potential Annexation Area” and new development projects meeting certain design criteria will be required to annex to CFD No. 2025-1 and/or CFD No. 2025-2.

CFD No. 2025-1 would levy a special tax in accordance with the Mello-Roos Act on parcels of residential property to finance public safety services. Services eligible to be financed by CFD No. 2025-1 include police protection services (including but not limited to criminal justice services), fire protection and suppression services, and paramedic services. The special taxes within CFD No. 2025-1 are $250 per unit of affordable housing residential property, $468 per unit of multi-family residential property, and $580 per unit of single- family property and will increase annually each July 1 by four percent (4.0%), commencing July 1, 2026, excluding affordable housing residential property, which has a nonadjustable rate.

Although the Project was not conditioned to form CFD 2025-1, the request to form the Public Safety Services CFD will allow the project to mitigate its cost of public safety services brought on by the new residential units within the Project. The Property Owner has agreed to include these additional service costs.

CFD No. 2025-2 would levy a separate special tax in accordance with the Mello-Roos Act on parcels of residential property to finance public maintenance services. Services eligible to be financed by CFD No. 2025- 2 include maintenance and lighting of parks, parkways, streets, street lighting, roads, and open space, maintenance and operation of water quality improvements, including storm draining and flood protection facilities, landscaping, and public street sweeping. The special taxes within CFD No. 2025-2 for the Discovery Village Project are $274 per unit of single-family residential property and increase each July 1, by the greater of two percent (2.0%) or the year-over-year percentage increase for the month of March in the Consumer Price Index, commencing July 1, 2026.

The Maintenance Services CFD will provide funding for enhanced public maintenance services to include landscape maintenance, lighting, street sweeping and pavement management, park and trails maintenance, drainage and stormwater maintenance, and graffiti abatement. The ability to finance these Project-specific costs will alleviate the General Fund from subsidizing those services created by the new development of the Project and eliminate the additional costs incurred from the general benefit portion of those costs identified with each LLD formed, provided, however, that the costs must be additional services under the Act which has generally been determined to be the impact of the project on these services. The Property Owner has agreed to include these additional Maintenance Service costs.

The Resolutions of Intention for each of CFD No. 2025-1 and 2025-2 adopted on February 4, 2025, were the first step in the process of forming CFD No. 2025-1 and 2025-2, respectively. The Resolutions of Intention declared the City’sintention to establish CFD No. 2025-1 and CFD No. 2025-2 and called for public hearings on the matter of the formation of CFD No. 2025-1 and CFD No. 2025-2 to take place on April 1, 2025.

In connection with the public hearings, Spicer Consulting Group has prepared a Public Hearing Report that describes and analyzes the services to be financed by CFD No. 2025-1 and CFD No. 2025-2 and the estimated costs of such services. Following the closure of the public hearings for each of CFD No. 2025-1 and CFD No. 2025-2, the City Council will be asked to adopt Resolutions of Formation which approve the formation of CFD No. 2025-1 and CFD No. 2025-2 and the levy of the special taxes in each of CFD No. 2025- 1 and CFD No. 2025-2 in accordance with their respective RMAs. The Resolutions of Formation call for an CITY OF MURRIETA Printed on 3/27/2025Page 4 of 6
powered by Legistar™
914
4/1/2025
Agenda Item No. 12.
1 and CFD No. 2025-2 in accordance with their respective RMAs. The Resolutions of Formation call for an election to submit to the qualified voters of CFD No. 2025-1 and CFD No. 2025-2 ballot measures on the approval of the special taxes and appropriations limits for CFD No. 2025-1 and CFD No. 2025-2. The Resolutions also designate the rest of the City as future annexation areas pursuant to which future property owners may annex their properties to CFD No. 2025-1 and CFD No. 2025-2 by submitting a unanimous consent and waiver and without the need for a future public hearing or election.

On file with the City Clerk is a Certificate of the Registrar of Voters of Riverside County for both CFD No. 2025- 1 and CFD No. 2025-2, certifying that there are no registered voters residing within the boundaries of each CFD. Accordingly, under the Mello-Roos Act, only property owners owning land are eligible to vote at the elections, with each owner having one vote for each acre (or portion thereof) that they own within CFD No. 2025-1 and CFD No. 2025-2. The Property Owner has executed a consent and waiver of certain election procedures for each of CFD No. 2025-1 and CFD No. 2025-2 with respect to the elections, including certain timing requirements with respect to the elections, in accordance with the Mello-Roos Act. Accordingly, if the City Council approves Resolutions of Formation the City Clerk will conduct the elections. The Property Owner will have delivered its ballots for CFD No. 2025-1 and CFD No. 2025-2 to the City Clerk in advance of the public hearings, the City Clerk will announce the election results, and the City Council will be asked to adopt Resolutions Certifying the Election Results for each of CFD No. 2025-1 and CFD No. 2025-2. Upon certification that two-thirds of the votes cast are in favor of the propositions voted upon, the Resolutions Certifying the Election Results will direct the City Clerk to record notices of special tax lien on the property within CFD No. 2025-1 and CFD No. 2025-2. The City Council will then be asked to introduce ordinances authorizing the levy of the special tax within CFD No. 2025-1 and CFD No. 2025-2, in accordance with their respective RMAs.

Future Actions
If the three ordinances authorizing the levy of special taxes within each CFD are introduced, a second reading of each ordinance will be scheduled for the next City Council meeting.

FISCAL IMPACT
There is no fiscal impact of this action on the City. The Property Owner has made a deposit of $65,000 to pay for the costs of the formation proceedings which may be reimbursed to the Property Owner from the proceeds of a future bond issuance in accordance with the reimbursement agreement with the Property Owner. If established and subject to necessary City Council and voter approvals, each of the CFDs will annually levy special taxes on all the taxable property within the applicable District in accordance with the applicable RMA.

Such special taxes will be used to pay for the costs of services or facilities, administration of the CFDs, and, in the case of CFD No. 2025-3, debt service on bonds. Any bonds issued by CFD No. 2025-3 are not obligations of the City and will be secured solely by the Special Taxes levied within CFD No. 2025-3. The levying of special taxes for services is expected to alleviate some of the financial impact of the new development on the costs of providing such services to the Property by the City’s General Fund.

ATTACHMENTS

1. Landowner Waiver (CFD No. 2025-3)

2. Public Hearing Report (CFD No. 2025-3)

3. Resolution No. 25-4824 (CFD No. 2025-3)

4. Resolution No. 25-4825 (CFD No. 2025-3)

5. Resolution No. 25-4826 (CFD No. 2025-3)

6. Ordinance No. 616-25 (CFD No. 2025-3)

7. Certificate of the Registrar of Voters (CFD No. 2025-3) CITY OF MURRIETA Printed on 3/27/2025Page 5 of 6
powered by Legistar™
915
4/1/2025
Agenda Item No. 12.

8. Acquisition Agreement for Murrieta CFD 2025-3 (Discovery Village)

9. Joint Community Facilities Agreement with Eastern Municipal Water District CITY OF MURRIETA Printed on 3/27/2025Page 6 of 6
powered by Legistar™
916

1 4899-8123-2931v4/022972-0049

WAIVER OF CERTAIN ELECTION PROCEDURES

WITH RESPECT TO LANDOWNER ELECTION FOR
COMMUNITY FACILITIES DISTRICT NO. 2025-3 (DISCOVERY VILLAGE)

OF THE CITY OF MURRIETA
The undersigned, Stephan Z. Elieff , acting on behalf of Discovery Village LLC, a Delaware limited liability company (the “Owner”), hereby certifies to the City of Murrieta (the “City”), with respect to the proposed formation of Community Facilities District No. 2025-3 (Discovery Village) of the City of Murrieta (the “District”), as follows:

1. The undersigned has been duly authorized by the Owner and possesses all authority necessary to execute this Waiver on behalf of the Owner in connection with the election to be called by the City Council of the City with respect to the District. The Owner hereby appoints Stephen Z. Elieff to act as its authorized representative to vote in the election referred to herein and certifies that his true and exact signature is set forth below:

Signature of Stephen Z. Elieff: __________________________________

2. The Owner is the present owner of 28.94 acres of land located within the proposed boundaries of the District. T o the actual knowledge of the undersigned, t here are no registered voters residing within the territory owned by the Owner and have been none during the 90-day period preceding April 1, 2025.

3. The Owner has received notice of the April 1, 2025 public hearing to be held by the City Council of the City regarding the levy of a special tax in the District and the incurring of bonded indebtedness by the District. The Owner agrees that it received adequate notice of the April 1, 2025 hearing.

4. The Owner has received from the City and the City has made available to the Owner necessary and relevant information regarding the proposed formation of the District and the imposition of the special tax and the issuance of bonded indebtedness, as set forth in Resolution No s. 25-4807 and 25-4808 adopted by the City Council on February 4, 2025 (together, the “Resolutions”) to finance the facilities as set forth in the Resolutions.

5. The undersigned understands that if the District is formed on or after April 1, 2025, an election will be held by the District on the propositions set forth in the sample ballot attached hereto as Exhibit “A” less than 90 days after the close of the April 1, 2025 public hearing as in accordance with Section 53326 of the Government Code, without the preparation of an impartial analysis, arguments or rebuttals con cerning the election as provided for by Elections Code Sections 9160 to 9167, inclusive, and 9190 and without preparation of a tax rate statement as provided in Section 9401 of the Elections Code and without further notice of such election as required pursuant to the Elections Code or the Government Code. Having been fully advised with respect to the election, in accordance with the authority contained in Government Code Sections 53326 and 53327, the Owner waives compliance with the foregoing provisions of the Elections Code and Government Code, with any time limits or other procedural requirements pertaining to the conduct of the election which are not being complied with and consents to having the election on any date on or after the close of the April 1, 2025 public hearing and consents to the closing of the election as soon as all ballots are received by the City Clerk or Deputy City Clerk.
917

2 4899-8123-2931v4/022972-0049

6. The undersigned hereby represents that compliance with the procedural requirements for conducting the election, including the receipt of any ballot arguments and impartial analysis and the time limitations which apply in connection with scheduling, mailing and publishing notices for such an election, are unnecessary in light of the fact that the undersigned has received sufficient information regarding the imposition of the special tax and the issuance of bonded indebtedness as set forth in the Resolution s to allow it to properly complete the attached ballot. The Owner further waives its right to make any protest or complaint or undertake any legal action challenging the validity of the election, the validity of any bonded indebtedness issued by the District as approved at the election, or the validity of the authorization of the special tax to finance facilities for the benefit of the District or to repay bonded indebtedness issued by the District in accordance with the rate and method of apportionment of special taxes provided in Resolution No. 25-4807 of the City Council of the City.

Dated: March__, 2025

DISCOVERY VILLAGE LLC,
a Delaware limited liability company

By:___________________________
Name: ________________________
Its: Authorized Signatory

918

A-1

4899-8123-2931v4/022972-0049

EXHIBIT A
SAMPLE

OFFICIAL BALLOT
COMMUNITY FACILITIES DISTRICT NO. 2025-3 (DISCOVERY VILLAGE)

OF THE CITY OF MURRIETA

SPECIAL TAX AND SPECIAL BOND ELECTION
April 1, 2025

PROPOSITION A: Shall Community Facilities District
No. 2025-3 (Discovery Village) of the City of Murrieta (the “District”) incur an indebtedness and issue bonds in one or more series in the maximum aggregate principal
amount of $ 27,500,000, with interest at a rate or rates not to exceed the maximum interest rate permitted by
law, to finance the Facilities and the Incidental Expenses described in Resolution No. 25-4807 of the City Council of the City of Murrieta?
PROPOSITION B: Shall a spec ial tax with a rate and
method of apportionment as provided in Resolution No.
25-4807 of the City Council of the City of Murrieta be
levied to pay for the Facilities, Incidental Expenses and other purposes described in Resolution No. 25-4807,
including the payment of the principal of and interest on bonds issued to finance the Facilities and Incidental
Expenses?

YES______
NO_______

YES______
NO_______

PROPOSITION C: For each year commencing with
Fiscal Year 2025 -26, shall the appropriations limit, as defined by subdivision (h) of Section 8 of Article XIII B of the California Constitution, for the District be an amount equal to $10,000,000?

YES______
NO_______

919

Public Hearing Report
Community Facilities District No. 2025-3
(Discovery Village)

April 1, 2025
920
Table of Contents

Sections P age ____________________________________________ 1 Introduction ______________________________________________________ 1 2 Description of Facilities ___________________________________________________ 2 3 Cost Estimate ______________________________________________________ 3 4 Proposed Development ___________________________________________________ 5 5 Rate and Method of Apportionment _________________________________________ 6 6 Certifications ______________________________________________________ 7

Tables Page
3-1 Cost Estimate ______________________________________________________ 3 5-1 Assigned Special Tax for Developed Property _________________________________ 6

Appendices P age ____________________________________________ A Rate and Method of Apportionment ____________________________________ B Proposed Boundary Map _________________________________________ C Resolution of Intention

921
1 Introduction Page | 1
City of Murrieta
CFD No. 2025-3 (Discovery Village)
Public Hearing Report
Background
On February 4, 2025 the City Council (the “City Council”) of the City of Murrieta (the “City”), adopted a Resolution of Intention to form Community Facilities District No. 2025-3 (Discovery Village) of the City of Murrieta (“CFD No. 2025-3” or “District”), Resolution No. 2025-4807, pursuant to the provisions of the “Mello-Roos Community Facilities Act of 1982”, being Chapter

2.5, Part 1, Division 2, Title 5 of the Government Code of the State of California, (“Act”).

CFD No. 2025-3 is currently comprised of Tract Map No. 38228 that includes seven undeveloped parcels and approximately 54 gross acres with 23 planned for development. The proposed development includes 365 single family homes. The properties are generally located on the southwest corner of the intersection of Whitewood Road and Baxter Road, east of Interstate 215.

For a map showing the boundaries of CFD No. 2025-3 please see Appendix B.

Purpose of Public Hearing Report
WHEREAS, this Community Facilities District Report (“Report”) is being provided to the City Council and generally contains the following:

1. A brief description of CFD No. 2025-3;

2. A brief description of the Facilities required at the time of formation to meet the needs of CFD No. 2025-3.

3. A brief description of the Boundaries of CFD No. 2025-3; and

4. An estimate of the cost of financing the bonds used to pay for the Facilities, including all costs associated with formation of the District, issuance of bonds, determination of the amount of any special taxes, collection of any special taxes, or costs otherwise incurred in order to carry out the authorized purposes of the City with respect to the District, and any other incidental expenses to be paid through the proposed financing.

For particulars, reference is made to the Resolution of Intention as previously approved and adopted and is included in Appendix C.

922
2 Description of Facilities Page | 2
City of Murrieta
CFD No. 2025-3 (Discovery Village)
Public Hearing Report
NOW, THEREFORE, the undersigned, authorized representative of Spicer Consulting Group, LLC, the appointed responsible officer, or person directed to prepare this Report, does hereby submit the following data:

Description of the Facilities
A Community Facilities District may pay for facilities which may include all amounts necessary to eliminate any fixed special assessment liens or to pay, repay, or defease any obligation to pay for any indebtedness secured by any tax, fee, charge, or assessment levied, provide for the pu rchase, construction, expansion, or reha bilitation for any real or other tangible property with an estimated useful life of five (5) years or longer, which is necessary to meet increased demands placed upon local agencies as a result of development and/or rehabilitation occurring within the District.

The types of facilities that are proposed by CFD No. 2025- 3 and financed with the proceeds of special taxes and bonds issued by CFD No. 2025-3 consist of the construction, purchase, modification, expansion, rehabilitation and/or improvement of (i) storm drainage, library, park, law enforcement, fire, str eets and bridges, traffic, administration and community center facilities, and other public facilities of the City, including the foregoing public fac ilities which are included in the City’s fee programs with respect to such facilities and authorized to be financed under the Act (the “City Facilities”) and (ii) water and sewer facilities including the acquisition of capacity in the sewer system and/or water system of the Eastern Municipal Water District which are included in Eastern Municipal Water District’s water and sewer capacity and connection fee programs (the “Water District Facilities” and, together with the City Facilities, the “Facilities”), and all appurtenances and appurtenant work in connection with the foregoing Facilitie s, including the cost of engineering, planni ng, designing, materials testing, coordination, construction staking, construction management and supervision for such Facilities.

Incidental Expenses
The Incidental Expenses to be paid from bond proceeds and/or special taxes include:
a) The cost of engineering, planning and designing the Facilities; and 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 Facilities.

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.

All costs associated with the creation of CFD No. 2025-3, the issuance of bonds, the determination of the amount of special taxes to be levied, costs incurred in order to carry out the authorized purposes of CFD No. 2025-3, including legal fees, fees of consultants, engineering, planning, designing and the annual costs to administer CFD No. 2025-3 and any obligations.

The description of the eligible public facilities, services and incidental expenses above are preliminary and general in nature.

The final plans and specifications approved by the applicable public agency may show substitutes or modifications in order to accomplish the work or serve the new development and any such substitution or modification shall not constitute a change or modification in the proceedings relating to CFD No. 2025-3.

923
3 Cost Estimate Page | 3
City of Murrieta
CFD No. 2025-3 (Discovery Village)
Public Hearing Report
Below is the estimated cost of facilities to be provided to the District. a) The cost estimate of facilities, including incidental expenses, to be financed through the issuance of CFD No. 2025- 3 Bonds is estimated to be $23,195,000 based upon current dollars (Fiscal Year 2025-26). b) For further particulars please reference Table 3-1 below and incorporated herein by reference. c) Pursuant to Section 53340 of the Act, the proceeds of any special tax levied and collected by CFD No. 2025-3 may be used only to pay for the cost of providing public facilities, services, and incidental expenses. As defined by the Act, incidental expenses include, but are not limited to, the annual costs associated with determination of the amount of special taxes, collection of special taxes, payment of special taxes, or costs otherwise incurred in order to carry out the authorized purposes of the District. The incidental expenses associated with the annual administration of CFD No. 2025-3 are estimated to be $35,000 in the initial Fiscal Year. However, it is anticipated that the incidental expenses will vary due to inflation and other factors that may not be fores een today, and the actual incidental expenses may exceed these amounts accordingly.

Table 3-1
Cost Estimate
City Fees Total Bond Allocation(1)
Law Enforcement $152,205 $152,205
Fire Facilities $162,060 $162,060
Streets & Bridges $1,390,285 $1,390,285
Traffic Signals $266,450 $266,450
Storm Drainage $110,960 $110,960
General Facilities $61,320 $61,320
Park Land Facilities $1,112,885 $1,112,885
Community Center $194,545 $194,545
Public Library $98,550 $98,550
Total City Fees $3,549,260 $3,549,260

City Facilities Total Bond Allocation(1)
Storm Drainage $3,379,819 $3,379,819
Street Improvements $2,499,533 $2,499,533
Landscaping / Fencing / Signage $1,460,625 $1,460,625
Design & Permit Fees @ 15% $1,100,997 $1,100,997
Total City Facilities $8,440,974 $8,440,974

Eastern Municipal Water District Fees Total Bond Allocation(1) Sewer Treatment Plant Capacity Charge $2,404,985 $2,404,985 Water Financial Participation Charge $2,706,840 $2,706,840 Water Supply Development Fee $147,095 $147,095
(MARS) Area B $2,505,725 $2,505,725
Total Eastern Municipal Water District Fees $7,764,645 $7,764,645

Eastern Municipal Water District Facilities Total Bond Allocation(1) Sanitary Sewer $509,940 $187,175
Domestic Water $1,148,820 $0
Design & Permit Fees $248,814 $0
Total Eastern Municipal Water District Facilities $1,907,574 $187,175

924
3 Cost Estimate Page | 4
City of Murrieta
CFD No. 2025-3 (Discovery Village)
Public Hearing Report
Table 3-1
Cost Estimate (Continued)

Total Eligible Fees/Improvements $21,662,453 $19,942,054 Incidental Financing Costs $3,252,946
Total Funded by Bond Proceeds $23,195,000

Total Fees/Improvements to be Funded by Developer $1,720,398 (1) Amounts are allocated based upon estimated bond sizing and may change based upon market conditions at the time of bond issuance. Allocation of bond proceeds between facility types to be determined at the time of bond issuance.

925
4 Proposed Development Page | 5
City of Murrieta
CFD
No. 2025-3 (Discovery Village)
Public Hearing Report
The CFD No. 2025-3 includes approximately 54 gross acres with 23 planned for development on seven undeveloped parcels within Tract 38228. The District is located on the southwest corner of the intersection of Whitewood Road and Baxter Road, east of Inter state 215. As of Fiscal Year 2025-26 the proposed CFD No. 2025-3 includes the following Assessor's Parcel Number: 392-290-049.

A map showing the boundaries of CFD No. 2025-3 is included in Appendix B. 926
5 Rate and Method of Apportionment Page | 6
City of Murrieta
CFD No. 2025-3 (Discovery Village)
Public Hearing Report
The Rate and Method of Apportionment allows each property owner within CFD No. 2025-3 to estimate the annual Special Tax amount that would be required for payment. The Rate and Method of Apportionment of the Special Tax established pursuant to these proceedings, is attached hereto as Appendix A (the “Rate and Method”). The Special Tax will be collected in the same manner and at the same time as ordinary ad valorem property taxes and shall be subject to the same penalties, the same procedure, sale and lien priority in the case of delinquency; provided, however, that the CFD Administrator may directly bill the Special Taxes, may collect Special Taxes at a different time or in a different manner if necessary to meet the financial obligations of CFD No. 2025-3, and provided further that CFD No. 2025-3 may covenant to foreclose and may actually foreclose on parcels having delinquent Special Taxes as permitted by the Act.

All of the property located within CFD No. 2025-3, unless exempted by law or by the Rate and Method proposed for CFD No. 2025-3, shall be taxed for the purpose of providing necessary facilities to serve the District. The Boundary Map for CFD No. 2025-3 is attached hereto as Appendix B. Pursuant to Section 53325.3 of the Act, the tax imposed “is a Special Tax and not a special assessment, and there is no requirement that the tax be apportioned on the basis of benefit to any property.” The Special Tax may be based on the benefit received by property, the co st of making facilities or authorized services available or other reasonable basis as determined by the City, although the Special Tax may not be apportioned on an ad valorem basis pursuant to Articl e XIIIA of the California Constitution. A property owner within the District may choose to prepay in whole or in part the Special Tax. The available method for so doing is described in Section G of the Rate and Method (“Prepayment of Special Tax”).

For each year that any Bonds are outstanding the Special Tax shall be levied on all parcels subject to the Special Tax. If any delinquent Special Taxes remain uncollected prior to or after all Bonds are retired, the Special Tax may be levied to the extent necessary to reimburse CFD No. 2025-3 for uncollected Special Taxes associated with the levy of such Special Taxes, but the Special Tax shall not be levied after 2066-67 Fiscal Year.

Table 5-1
Assigned Special Tax for Developed Property
Fiscal Year 2025-26
Land Use Category
Taxable
Unit Building Square Footage
Assigned Special
Tax Per Taxable
Unit

1. Single Family Residential Property RU Less than 1,350 sq. f t $3,086.76

2. Single Family Residential Property RU 1,350 sq. ft to 1,500 sq. f t $3,247.45

3. Single Family Residential Property RU 1,501 sq. ft to 1,650 sq. f t $3,408.15

4. Single Family Residential Property RU 1,651 sq. ft to 1,800 sq. f t $3,700.00

5. Single Family Residential Property RU 1,801 sq. ft to 1,950 sq. f t $3,825.09

6. Single Family Residential Property RU 1,951 sq. ft to 2,100 sq. f t $3,920.63

7. Single Family Residential Property RU 2,001 sq. ft to 2,250 sq. f t $3,990.12

8. Single Family Residential Property RU 2,251 sq. ft to 2,400 sq. f t $4,537.35

9. Single Family Residential Property RU Greater than 2,400 sq. f t $4,772.00

10. Multifamily Property Acre N/A $69,954.00

11. Non-Residential Property Acre N/A $69,954.00

Escalation of Special Taxes
On each July 1, commencing on July 1, 2026 the Assigned Special Tax shall increase by two percent (2.0%), of the amount in effect in the prior Fiscal Year.

For particulars as to the Rate and Method for CFD No. 2025-3, see the attached and incorporated in Appendix A. 927
6 Certifications Page | 7
City of Murrieta
CFD No. 2025-3 (Discovery Village)
Public Hearing Report
Based on the information provided herein, it is my opinion that the described services herein are those that are necessary to meet increased demands placed upon the City of Murrieta as a result of development occurring within the CFD No. 2025- 3 and benefits the lands within said CFD No. 2025-3. Further, it is my opinion that the special tax rates and method of apportionment, as set forth herein, are fair and equitable, uniformly applied and not discriminating or arbitrary.

Date: April 1, 2025 SPICER CONSULTING GROUP, LLC

__________________________

SHANE SPICER

SPECIAL TAX CONSULTANT FOR

CITY OF MURRIETA

RIVERSIDE COUNTY

STATE OF CALIFORNIA

928
Appendix A:

Rate and Method of Apportionment
929

City of Murrieta
Community Facilities District No. 2025‐3 (Discovery Village)   Page 1

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAXES FOR
COMMUNITY FACILITIES DISTRICT NO. 2025‐3 (DISCOVERY VILLAGE) OF THE CITY OF MURRIETA

A Special Tax (all capitalized terms not otherwise defined herein are defined in Section A, “Definitions”, below) shall be applicable to each Assessor’s Parcel of Taxable Property located within the boundaries of Community Facilities District No. 2025‐3 (Discovery Village), of the City of Murrieta ("CFD No. 2025‐3").

The amount of Special Tax to be levied in each Fiscal Year on an Assessor’s Parcel shall be determined by the City Council of the City of Murrieta, acting in its capacity as the legislative body of  CFD No. 2025‐3, by applying the appropriate Special Tax for Developed Property, Approved Property, Undeveloped Property, and  Provisional  Undeveloped  Property  that  is  not  Exempt  Property  as  set  forth  below.   All  of  the  real property, unless exempted by law or by the provisions hereof in Section F, shall be taxed for the purposes, to the extent and in the manner herein provided.

A. DEFINITIONS

The terms hereinafter set forth have the following meanings:

“Accessory Dwelling Unit” means a residential unit of limited size including smaller secondary unit(s) that shares an Assessor’s Parcel as
a Single Family Residential Property with a stand‐alone Residential Unit.

"Acre” or “Acreage" means the land area of an Assessor's Parcel as shown on an Assessor's Parcel Map, or if the land area is not shown on an Assessor’s Parcel Map, the land area shown on the applicable final map, parcel map, condominium plan, or other recorded County parcel map or instrument.   The square footage of an Assessor’s Parcel is equal to the Acreage multiplied by 43,560.

"Act"  means  the  Mello‐Roos  Community  Facilities  Act  of  1982,  as  amended,  being  Chapter  2.5 (commencing with Section 53311) of Part 1 of 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. 2025‐3:  the costs of computing the Special Taxes and preparing the Special Tax collection schedules (whether by the City or designee thereof or both); the costs of collecting the Special Taxes (whether by the City or otherwise); the costs of remitting Special Taxes to the Trustee; the costs  of  the  Trustee  (including  legal  counsel)  in  the  discharge  of  the  duties  required  of  it  under  the Indenture;  the  costs  to  the  City,  CFD  No.  2025‐3  or  any  designee  thereof  in  complying  with  arbitrage rebate requirements; the costs to the City, CFD No. 2025‐3 or any designee thereof in complying with continuing disclosure requirements of the City, CFD No. 2025‐3 and any major property owner associated with applicable federal and state securities laws and the Act; the costs associated with preparing Special Tax disclosure statements and responding to public inquiries regarding the Special Taxes; the costs of the City, CFD No. 2025‐3 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 related to CFD No. 2025‐3.  Administration Expenses shall also include amounts estimated by the CFD Administrator or advanced by the City or CFD No. 2025‐3 for any other administrative purposes of  CFD  No.  2025‐3,  including  attorney’s  fees  and  other  costs  related  to  commencing  and  pursuing  to completion any foreclosure of delinquent Special Taxes.

"Approved Property" means all Assessor’s Parcels of Taxable Property: (i) that are included in a Final Map that was recorded prior to the January 1st preceding the Fiscal Year in which the Special Tax is being levied, 930

City of Murrieta
Community Facilities District No. 2025‐3 (Discovery Village)   Page 2

(ii) that have an assigned Assessor’s Parcel Number from the County shown on an Assessor’s Parcel Map for the individual lot included on the Final Map, and (iii) that have not been issued a building permit on or before May 1st preceding the Fiscal Year in which the Special Tax is being levied.

"Assessor’s Parcel" means a lot or parcel of land designated on an Assessor’s Parcel Map with an assigned Assessor’s Parcel Number.

"Assessor’s  Parcel  Map"  means  an  official  map  of  the  Assessor  of  the  County  designating  parcels  by Assessor’s
Parcel Number.

"Assessor’s  Parcel  Number"  means  that  number  assigned  to  an  Assessor’s  Parcel  by  the  County  for purposes of identification.

"Assigned Special Tax" means the Special Tax of that name described in Section D below.

"Backup Special Tax" means the Special Tax of that name described in Section D below.

"Bonds"  means  any  obligation  to  repay  a  sum  of  money,  including  obligations  in  the  form  of  bonds, certificates of participation, long‐term leases, loans from government agencies, or loans from banks, other financial institutions, private businesses, or individuals, or long‐term contracts, or any refunding thereof, to which the Special Tax of CFD No. 2025‐3 have been pledged.

"Boundary Map" means a recorded map of the CFD which indicates the boundaries of the CFD.

"Building  Permit"  means the first legal  document issued by  the City giving official permission for new construction.  For  purposes  of  this  definition,  “Building  Permit”  may or  may  not  include  expired  or
cancelled building permits, or any subsequent building permit document(s) authorizing new construction on  an  Assessor’s  Parcel  that  are  issued  or  changed  by  the  City  after  the  first  original  issuance,  as determined by the CFD Administrator, provided that following such determination the Maximum Special Tax that may be levied on all Assessor’s Parcels of Taxable Property will be at least 1.1 times annual debt service on all outstanding Bonds plus the estimated annual Administrative Expenses.

"Building  Square  Footage"  or  "BSF"  means  the  square  footage  of  assessable  internal  living  space, exclusive  of  garages  or  other  structures  not  used  as  living  space,  as  determined  by  reference  to  the Building Permit for such Assessor’s Parcel.

"Calendar Year" means the period commencing January 1 of any year and ending the following December

31. "CFD” or “CFD No. 2025‐3" means Community Facilities District No. 2025‐3 (Discovery Village) of the City of Murrieta established by the City under the Act.

“CFD Administrator" means an official of the City, or designee thereof, responsible for determining the Special Tax  Requirement, and providing for the levy and collection of the Special Taxes.

“City” means the City of Murrieta, State of California.

"City Council" means the City Council of the City of Murrieta, acting as the legislative body of CFD No. 2025‐3.
931

City of Murrieta
Community Facilities District No. 2025‐3 (Discovery Village)   Page 3

“Condominium Plan" means a condominium plan purusant to California Civil Code, Section 6624.

"County" means the County of Riverside, State of California.

"Developed Property" means all Assessor’s Parcels that: (i) are included in a Final Map that was recorded prior  to  the  January  1st  preceding  the  Fiscal  Year  in  which  the  Special  Tax  is  being  levied,  (ii)  have  an Assessor’s  Parcel  Number  from  the  County  shown  on  an  Assessor’s  Parcel  Map  for  the  individual  lot included on the Final Map, and (iii) for which a Building Permit for new construction was issued on or before May 1st preceding the Fiscal Year in which the Special Tax is being levied.

"Exempt  Property"  means  all  Assessor’s  Parcels  designated  as  being  exempt  from  Special  Taxes  as provided for in Section F.

"Final  Map"  means  a  subdivision  of  property  by  recordation  of  a  final  map,  parcel  map,  or  lot  line adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq.) or recordation of a Condominium Plan pursuant to California Civil Code Section 6624 that creates individual lots for which Building Permits may be issued without further subdivision.

"Fiscal Year" means the period commencing on July 1
st of any year and ending the following June 30th.

“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,  and  any instrument replacing or supplementing the same.

“Land Use Category” means any of the categories listed in Table 1 of Section D.

"Maximum  Special  Tax"  means  for  each  Assessor’s  Parcel,  the  maximum  Special  Tax,  determined  in accordance with Section D below, that can be levied by CFD No. 2025‐3 on such Assessor’s Parcel.

“Multifamily Property” means all Assessor’s Parcels of Developed Property for which a Building Permit has been issued for the purpose of constructing a building or buildings comprised of attached Residential Units  available  for  rental  by  the  general  public,  not  for  sale  to  an  end  user,  and  under  common management, as determined by the CFD Administrator.

"Non‐Residential  Property"  means  all  Assessor's  Parcels  of  Developed  Property  for  which  a  Building Permit(s) was issued for a non‐residential use.  The CFD Administrator shall make the determination if an Assessor’s Parcel is Non‐Residential Property.

"Partial  Prepayment  Amount"  means  the  amount  required  to  prepay  a  portion  of  the  Special  Tax obligation for an Assessor’s Parcel, as described in Section G.2.

"Prepayment Amount"  means the amount required to prepay the Special Tax obligation in full for an Assessor’s Parcel, as described in Section G.1.

“Proportionately” means for Taxable Property that is (i) Developed Property, that the ratio of the actual Special Tax levy to the Assigned Special Tax is the same for all Assessor’s Parcels of Developed Property, (ii) Approved Property, that the ratio of the actual Special Tax levy to the Maximum Special Tax is the same for  all  Assessor’s  Parcels  of  Approved  Property,  and  (iii)  Undeveloped  Property  or  Provisional Undeveloped Property, that the ratio of the actual Special Tax levy per Acre to the Maximum Special Tax 932

City of Murrieta
Community Facilities District No. 2025‐3 (Discovery Village)   Page 4

per  Acre  is  the  same  for  all  Assessor’s  Parcels  of  Undeveloped  Property  or  Provisional  Undeveloped Property, as applicable.

"Provisional  Undeveloped  Property" means  all  Assessor’s  Parcels  of  Taxable  Property  that  would otherwise  be  classified  as  Exempt  Property  pursuant  to  the  provisions  of  Section  F,  but  cannot  be classified as Exempt Property because to do so would be reduce the Acreage of all Taxable Property below the required minimum Acreage set forth in Section F.

"Rate  and Method  of Apportionment" or “RMA” means this Rate and Method of Apportionment of Special Tax for CFD No. 2025‐3.

"Residential Property" means all Assessor’s Parcels of Developed Property for which a Building Permit has been issued for purposes of constructing one or more Residential Units.

“Residential Unit” or "RU" means a residential unit that is used or intended to be used as a domicile by one or more persons, as determined by the
CFD Administrator. An Accessory Dwelling Unit that shares an Assessor’s Parcel with a Single Family Residential Property shall not be considered a Residential Unit for purposes of this RMA.

“Single  Family  Residential  Property”  means  all  Assessor’s  Parcels  of  Residential  Property  other  than Multifamily Property.

"Special Tax" or “Special Taxes” means any of the special taxes authorized to be levied within CFD No. 2025‐3 pursuant to the Act to fund the Special Tax Requirement.

"Special Tax Requirement " means the amount required in any Fiscal Year to pay: (i) the debt service or the periodic costs on all outstanding Bonds due in the Calendar Year that commences in such Fiscal Year, (ii) Administrative Expenses, (iii) the costs associated with the release of funds from an escrow account, (iv)  any  amount  required  to  replenish  any  reserve  funds  established  in  association  with  the  Bonds (provided that the same amount was not previously levied), (v) an amount up to any anticipated shortfall due to Special Tax delinquencies and (vi) for the collection or accumulation of funds for the acquisition or construction  of  facilities  authorized  by  CFD  No.  2025‐3  or  the  payment  of  debt  service  on  Bonds anticipated to be issued, provided that the inclusion of such amount does not cause an increase in the levy of Special Tax on Approved Property or Undeveloped Property as set forth in Steps Two or Three of Section  E.,  less  (vii)  any  amounts  available  to  pay  debt  service  or  other  periodic  costs  on  the  Bonds pursuant to the Indenture.

"Taxable Property" means all Assessor’s Parcels within CFD No. 2025‐3, which are not Exempt Property.

“Taxable Unit” means either a Residential Unit or an Acre.

“Trustee” means the trustee, fiscal agent, or paying agent under the Indenture.

"Undeveloped  Property"  means  all  Assessor’s  Parcels  of  Taxable  Property which  are  not  Developed
Property, Approved Property, or Provisional Undeveloped Property.

933

City of Murrieta
Community Facilities District No. 2025‐3 (Discovery Village)   Page 5

B. SPECIAL TAX

Commencing Fiscal Year 2025‐2026 and for each subsequent Fiscal Year, the City Council shall levy Special Taxes  on  all  Taxable  Property,  up  to  the  applicable  Maximum  Special  Tax,  to  fund  the  Special  Tax Requirement.

C.  ASSIGNMENT TO LAND USE CATEGORY FOR SPECIAL TAX

Each Fiscal
Year, beginning with Fiscal Year 2025‐2026, each Assessor’s Parcel within CFD No. 2025‐3 shall be  classified  as  Taxable  Property  or  Exempt  Property.   In  addition,  each  Assessor’s  Parcel  of  Taxable Property shall be further classified as Developed Property, Approved Property, Undeveloped Property or Provisional Undeveloped Property.

Assessor’s  Parcels  of  Developed  Property  shall  further  be  classified  as  Residential  Property  or  Non‐ Residential Property.  Each Assessor’s Parcel of Residential Property shall further be classified as a Single Family Residential Property or Multifamily Property.  Each Assessor’s Parcel of Single Family Residential Property shall be further assigned to a Land Use Category based on its Building Square Footage.

In the event that there are Assessor’s Parcel(s) for which one or more Building Permits for Residential Units have been issued and the County has not yet assigned final Assessor’s Parcel Number(s) to such Assessor’s Parcel(s) (in accordance with the Final Map or Condominium Plan), the amount of the Special
Tax  levy  on  such  Assessor’s  Parcel  for  each  Fiscal  Year  shall  be  determined  as  follows:  (1)  the  CFD Administrator shall first determine an amount of the Maximum Special Tax for such Assessor’s Parcel, based  on  the  classification  of  such  Assessor’s  Parcel  as  Undeveloped  Property;  (2)  the  amount  of  the Special Tax for the Residential Units on such Assessor’s Parcel for which Building Permits have been issued shall be determined based on the Assigned Special Tax rates for Developed Property and such amount shall be levied as Developed Property in accordance with Step 1 of Section E below; and (3) the amount of the Special Tax on the Taxable Property in such Assessor’s Parcel not subject to the Special Tax levy in clause (2) shall be equal to: (A) the percentage of the Maximum Special Tax rate levied on Undeveloped Property pursuant to Step 3 of Section E below, multiplied by the total of the amount determined in clause (1), less (B) the amount determined in clause (2).

D.  MAXIMUM SPECIAL TAX

1. Developed Property

The Maximum Special Tax for each Assessor’s Parcel of Single Family Residential Property in any Fiscal Year shall be the greater of (i) the Assigned Special Tax for such Assessor’s Parcel or (ii) the Backup Special Tax.

The  Maximum  Special  Tax  for  each  Assessor’s  Parcel  of  Multifamily  Property  and  Non‐Residential Property shall be the applicable Assigned Special Tax described in Table 1 of Section D.

a.     Assigned Special Tax

Each Fiscal Year, each Assessor’s Parcel of Single Family Residential Property, Multifamily Property or Non‐Residential  Property  shall  be  subject  to  an  Assigned  Special  Tax.   The  Assigned  Special  Tax  for 934

City of Murrieta
Community Facilities District No. 2025‐3 (Discovery Village)   Page 6

Fiscal Year 2025‐2026 applicable to an Assessor's Parcel of Developed Property shall be determined pursuant to Table 1 below.

TABLE 1
ASSIGNED SPECIAL TAX FOR DEVELOPED PROPERTY
FISCAL YEAR 2025‐2026

Land Use Category
Taxable
Unit  Building Square Footage
Assigned
Special Tax Per
Taxable Unit

1. Single Family Residential Property  RU  Less than 1,350 sq. ft  $3,086.76

2. Single Family Residential Property  RU  1,350 sq. ft to 1,500 sq. ft  $3,247.45

3. Single Family Residential Property  RU  1,501 sq. ft to 1,650 sq. ft  $3,408.15

4. Single Family Residential Property  RU  1,651 sq. ft to 1,800 sq. ft  $3,700.00

5. Single Family Residential Property  RU  1,801 sq. ft to 1,950 sq. ft  $3,825.09

6. Single Family Residential Property  RU  1,951 sq. ft to 2,100 sq. ft  $3,920.63

7. Single Family Residential Property  RU  2,101 sq. ft to 2,250 sq. ft  $3,990.12

8. Single Family Residential Property  RU  2,251 sq. ft to 2,400 sq. ft  $4,537.35

9. Single Family Residential Property  RU  Greater than 2,400 sq. ft  $4,772.00

10. Multifamily Property  Acre  N/A  $69,954.00

11. Non‐Residential Property  Acre  N/A  $69,954.00
On each July 1, commencing July 1, 2026, the Assigned Special Tax rate for Developed Property shall be increased by two percent (2.00%) of the amount in effect in the prior Fiscal Year.

b.    Multiple Land Use Categories

In some instances an Assessor’s Parcel of Developed Property may contain more than one Land Use Category. The Maximum Special Tax levied on an Assessor’s Parcel shall be the sum of the Maximum Special Tax for each Taxable Unit for all Land Use Categories located on the Assessor’s Parcel.  The CFD Administrator’s allocation to each type of property shall be final.

c.    Backup Special Tax

The Backup Special Tax for an Assessor’s Parcel within a Final Map classified as Single Family Residential Property shall be $3,712 per Residential Unit.

Notwithstanding the foregoing, if all or any portion of the applicable Final Maps and/or condominium plan contained within the boundaries of CFD No. 2025‐3 is subsequently changed or modified, then
the Backup Special Tax for Single Family Residential Property or Approved Property in such Final Map or condominium plan area that is changed or modified shall be recalculated as follows:

1. Determine the total Backup Special Taxes 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  Residential  Units constructed and/or anticipated to be constructed within such changed or modified Final Map or condominium plan area, as reasonably determined by the CFD Administrator.

935

City of Murrieta
Community Facilities District No. 2025‐3 (Discovery Village)   Page 7

The result of paragraph 2 is the Backup Special Tax per Residential Unit which shall be applicable to Assessor’s  Parcels  of  Single  Family  Residential  Property  or  Approved  Property  in  such  changed  or modified Final Map or condominium plan area contained within the boundaries of CFD No. 2025‐3.

Notwithstanding the foregoing,
the Backup Special Tax for an Assessor’s Parcel of Developed Property for which a certificate of occupancy has been granted may not be revised.

On each July 1, commencing July 1, 2026, the Backup Special Tax rate shall be increased by two percent (2.00%) of the amount in effect in the prior Fiscal Year.

2. Approved Property

The Maximum Special Tax for each Assessor’s Parcel of Approved Property expected to be classified as Single Family Residential Property shall be the Backup Special Tax computed pursuant to Section D.1.c above.

The Maximum Special Tax for each Assessor’s Parcel of Approved Property not expected to be classified as Single Family Residential Property shall be $69,954 per Acre.

On each July 1, commencing July 1, 2026, the Maximum Special Tax rate for Approved Property shall be increased by two percent (2.00%) of the amount in effect in the prior Fiscal Year.

3. Undeveloped Property and Provisional Undeveloped Property

The  Maximum  Special  Tax  for  each  Assessor’s  Parcel  of  Undeveloped  Property  and  Provisional Undeveloped Property shall be $69,954 per Acre.

On each July 1, commencing July 1, 2026, the Maximum Special Tax rate for Undeveloped Property and Provisional Undeveloped Property shall be increased by two percent (2.00%) of the amount in effect in the prior Fiscal Year.

E.   METHOD OF APPORTIONMENT OF THE SPECIAL TAX

Commencing Fiscal Year 2025‐2026 and for each subsequent Fiscal Year, the City Council shall levy Special Taxes on all Taxable Property in accordance with the following steps:

Step One:  The Special Tax shall
be levied Proportionately on each Assessor’s Parcel of Developed Property at up to 100% of the applicable Assigned Special Tax rates in Table 1 to satisfy the Special Tax Requirement.

Step Two:  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 Approved Property at up to 100% of the Maximum Special Tax applicable to each such Assessor’s Parcel as needed to satisfy the Special Tax Requirement.

Step Three:  If additional moneys are needed to satisfy the Special Tax Requirement after the first two
steps  have  been  completed,  the  Special  Tax  shall  be  levied  Proportionately  on  each Assessor’s  Parcel  of  Undeveloped  Property  up  to  100%  of  the  Maximum  Special  Tax 936

City of Murrieta
Community Facilities District No. 2025‐3 (Discovery Village)   Page 8

applicable  to  each  such  Assessor’s  Parcel  as  needed  to  satisfy  the  Special  Tax Requirement.

Step Four:  If  additional  moneys  are  needed  to  satisfy  the  Special  Tax  Requirement  after  the  first three steps have been completed, then the Special Tax levy on each Assessor's Parcel of Developed Property for which the Maximum Special Tax is the Backup Special Tax shall be increased in equal percentages from the Assigned Special Tax up to 100% of the Backup Special Tax as needed to satisfy the Special Tax Requirement.

Step Five:  If additional moneys are needed to satisfy the Special Tax Requirement after the first four steps  have  been  completed,  the  Special  Tax  shall  be  levied  Proportionately  on  each Assessor’s  Parcel  of  Provisional  Undeveloped  Property  up  to  100%  of  the  Maximum Special Tax applicable to each such Assessor’s Parcel as needed to satisfy the Special Tax Requirement.

Notwithstanding the above, under no circumstances will the Special Taxes levied in any Fiscal Year against any Assessor’s Parcel of Residential Property as a result of a delinquency in the payment of the Special Tax applicable to any other Assessor’s Parcel be increased by  more than  ten percent (10%) above the amount that would have been levied in that Fiscal Year had there never been any such delinquency or default.

F.  EXEMPTIONS

The City shall classify Assessor’s Parcels as Exempt Property, in the following order of priority, (i) Assessor’s Parcels which are owned by, irrevocably offered for dedication, encumbered by or restricted in use by the State of California, Federal or other local governments, including school districts, (ii) Assessor’s Parcels which are used as places of worship and are exempt from ad valorem property taxes because they are owned  by  a  religious  organization,  (iii)  Assessor’s  Parcels  which  are  owned  by,  irrevocably  offered  for dedication, encumbered by or restricted in use by a homeowners' association, (iv) Assessor’s Parcels with public or utility easements making impractical their utilization for other than the purposes set forth in the easement, (v) Assessor’s Parcels which are privately owned and are encumbered by or restricted solely for public uses or (vi) Assessor’s Parcels restricted to other types of public uses determined by the City Council, provided that no such classification would reduce the total Acreage of all Taxable Property to less than 21.52 Acres.

Notwithstanding the above, the City Council shall not classify an Assessor’s Parcel as Exempt Property if such  classification  would  reduce  the  total  Acreage  of  all  Taxable  Property  to  less  than  21.52  Acres.

Assessor's Parcels which cannot be classified as Exempt Property because such classification would reduce the Acreage of all Taxable Property to less than 21.52 Acres will be classified as Provisional Undeveloped Property, and will be subject to the Special Tax pursuant to Step Five in Section E.

G.  PREPAYMENT OF SPECIAL TAX

The following additional definitions apply to this Section G:

“CFD Facilities” means $22,500,000 expressed in 2025 dollars, which shall increase by the Construction Inflation Index on July 1, 2026, and on each July 1 thereafter, or such lower amount (i) determined by the City Council as sufficient to provide the facilities under the authorized bonding program for CFD No. 2025‐ 3, or (ii) determined by the City Council concurrently with a covenant that it will not issue any more Bonds 937

City of Murrieta
Community Facilities District No. 2025‐3 (Discovery Village)   Page 9

to  finance  additional  facilities  to  be  supported  by  Special  Tax  levied  under  this  Rate  and  Method  of Apportionment.

“Construction Fund” means an account specifically identified in the Indenture or functionally equivalent to hold funds, which are available for expenditure to acquire or construct facilities eligible to be financed by CFD No. 2025‐3.

“Construction Inflation Index” means the greater of (i) 2% and (ii) the annual percentage change in the Engineering News‐Record Building Cost Index for the city of Los Angeles, measured as of the Calendar Year  which  ends  in  the  previous  Fiscal  Year.   In  the  event  this  index  ceases  to  be  published,  the Construction  Inflation  Index  shall  be  another  index  as  determined  by  the  City  that  is  reasonably comparable to the Engineering News‐Record Building Cost Index for the City of Los Angeles.

“Future Facilities Costs” means the CFD Facilities minus (i) amounts deposited in the Construction Fund, (ii) amounts deposited in any escrow accounts funded by the Outstanding Bonds and anticipated to fund public facilities costs, and (iii) public facility costs funded by interest earnings on the Construction Fund actually earned prior to the date of prepayment, but in no event shall such amount be less than zero.

“Outstanding Bonds” means all previously issued Bonds issued and secured by the levy of Special Tax which will remain outstanding after the first interest and/or principal payment date following the current Fiscal Year, excluding Bonds to be redeemed at a later date with the proceeds of prior prepayments of Special Tax.

1.  Prepayment in Full

The  Special  Tax  obligation  may  be  prepaid  and  permanently  satisfied  for  (i)  Assessor’s  Parcels  of Developed Property, (ii) Assessor’s Parcels of Approved Property or Undeveloped Property for which a Building Permit has been issued, (iii) Assessor’s Parcels of Approved Property or Undeveloped Property for which a Building Permit has not been issued and (iv) Assessor’s Parcels of Provisional Undeveloped Property.   The  Special  Tax  obligation  applicable  to  an  Assessor’s  Parcel  may  be  fully  prepaid  and  the obligation to pay the Special Tax for such  Assessor’s Parcel permanently satisfied as described herein; provided that a prepayment may be made only if there are no delinquent Special Taxes with respect to such Assessor’s Parcel at the time of prepayment.  An owner of an Assessor’s Parcel intending to prepay the  Special  Tax  obligation  for  such  Assessor’s  Parcel  shall  provide  the  CFD  Administrator  with  written notice of intent to prepay, and within 5 business days of receipt of such notice, the CFD Administrator shall notify such owner of the amount of the non‐refundable deposit determined to cover the cost to be incurred by the CFD in calculating the Prepayment Amount (as defined below) for the Assessor’s Parcel.

Within 15 days of receipt of such non‐refundable deposit, the CFD Administrator shall notify such owner of the Prepayment Amount for the Assessor’s Parcel.  Prepayment must be made not less than 60 days prior to the redemption date for any Bonds to be redeemed with the proceeds of such prepaid Special Taxes.

The Prepayment Amount shall be calculated as follows (some capitalized terms are defined below):

938

City of Murrieta
Community Facilities District No. 2025‐3 (Discovery Village)   Page 10

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

The Prepayment Amount shall be determined as of the proposed prepayment date as follows:

1.  Confirm that no Special Tax delinquencies apply to such Assessor’s Parcel.

2.  For  an  Assessor’s  Parcel  of  Developed  Property,  compute  the  Maximum  Special  Tax  for  the Assessor’s Parcel. For an Assessor’s Parcel of Approved Property or Undeveloped Property for which a Building Permit has been issued, compute the Maximum Special Tax for the Assessor’s Parcel as though it was already designated
as Developed Property, based upon the Building Permit which has been issued for the Assessor’s Parcel.  For an Assessor’s Parcel of Approved Property or Undeveloped Property  for  which  a  Building  Permit  has  not  been  issued,  or  Provisional  Undeveloped  Property, compute the Maximum Special Tax for the Assessor’s Parcel.

3.  Divide
the  Maximum  Special  Tax  derived  pursuant  to  paragraph  2  by  the  total  amount  of Maximum Special Taxes that could be levied assuming build out of all Assessor’s Parcels of Taxable Property based on the applicable Maximum Special Tax for Assessor’s Parcels of Developed Property not including any Assessor’s Parcels for which the Special Tax obligation has been previously prepaid.

4.  Multiply  the  quotient  derived  pursuant  to  paragraph  3  by  the  principal  amount  of  the Outstanding  Bonds  to  determine  the  amount  of  Outstanding  Bonds  to  be  redeemed  with  the Prepayment Amount (the “Bond Redemption Amount”).

5.  Multiply the Bond Redemption Amount by
the applicable redemption premium, if any, on the
Outstanding Bonds to be redeemed (the “Redemption Premium”).

6.  Determine the Future Facilities Costs.

7.  Multiply the quotient derived pursuant to paragraph 3 by the amount determined pursuant to paragraph 6 to determine the amount of Future Facilities Costs for the Assessor’s Parcel (the “Future
Facilities Amount”).

8.  Determine 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  on  which  Bonds  can  be  redeemed  from  Special  Tax prepayments.

9.  Determine  the Special Taxes levied on  the Assessor’s Parcel in the  current  Fiscal  Year which have not yet been paid.

10.  Determine the amount the CFD Administrator reasonably expects to derive from the investment of the Bond Redemption Amount and the Redemption Premium from the date of prepayment until
the redemption date for the Outstanding Bonds to be redeemed with the Prepayment Amount. 939

City of Murrieta
Community Facilities District No. 2025‐3 (Discovery Village)   Page 11

11.  Add  the  amounts  derived  pursuant  to  paragraphs  8  and  9  and  subtract  the  amount  derived pursuant to paragraph 10 (the “Defeasance Amount”).

12.  Verify  the  administrative  fees  and  expenses  of  the  CFD,  the  cost  to  invest  the  Prepayment Amount, the cost of redeeming the Outstanding Bonds, and the cost of recording notices to evidence
the  prepayment  of  the  Special  Tax  obligation  for  the  Assessor’s  Parcel  and  the  redemption  of Outstanding Bonds (the “Administrative Fees and Expenses”).

13.  The reserve fund credit (the “Reserve Fund Credit”) shall equal the lesser of: (a) the expected reduction  in  the  reserve  requirement  (as  defined
in  the  Indenture),  if  any,  associated  with  the
redemption  of  Outstanding  Bonds  as  a  result  of  the  prepayment,  or  (b)  the  amount  derived  by subtracting the new reserve requirement (as defined in the Indenture) in effect after the redemption of  Outstanding  Bonds  as  a  result  of  the  prepayment  from  the  balance  in  the  reserve  fund  on  the prepayment date, but in no event shall such amount be less than zero.

14.  The Prepayment Amount is equal to the sum of the Bond Redemption Amount, the Redemption Premium,  the  Future  Facilities  Amount,  the  Defeasance  Amount  and  the  Administrative  Fees  and Expenses, less
the Reserve Fund Credit.

15.  From the Prepayment Amount, the Bond Redemption Amount, the Redemption Premium, and Defeasance Amount shall be deposited into the appropriate fund as established under the Indenture and  be  used  to  redeem  Outstanding  Bonds  or  make  debt  service  payments.   The  Future  Facilities Amount shall be deposited
into the Construction Fund.  The Administrative Fees and Expenses shall be retained by the CFD.

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

As  a  result  of  the  payment  of  the  current  Fiscal  Year’s  Special  Tax  levy  as  determined  pursuant  to paragraph 9 above, the CFD Administrator shall remove the current Fiscal Year’s Special Tax levy for the Assessor’s Parcel from the County tax roll. With respect to any Assessor’s Parcel for which the Special Tax obligation is prepaid, the City Council shall cause a suitable notice to be recorded in compliance with the Act, to indicate the prepayment of Special Tax obligation and the release of the Special Tax lien for the Assessor’s Parcel, and the obligation to pay the Special Tax for such Assessor’s Parcel shall cease.

Notwithstanding the foregoing, no Special Tax prepayment shall be allowed unless for each fiscal year the amount of Maximum Special Tax
that may be levied on all Assessor’s Parcels of Taxable Property after the proposed prepayment will be at least 1.1 times debt service on the Bonds that will remain outstanding for such Fiscal Year after the prepayment plus the estimated annual Administrative Expenses.

Tenders  of  Bonds  in  prepayment  of  the  Special
Tax  obligation  may  be  accepted  upon  the  terms  and conditions established by the City Council pursuant to the Act.   However, the use of Bond tenders shall only be allowed on a case‐by‐case basis as specifically approved by the City Council.

940

City of Murrieta
Community Facilities District No. 2025‐3 (Discovery Village)   Page 12

2.  Prepayment in Part

The  Special  Tax  obligation  for  an  Assessor’s  Parcel  of  Developed  Property,  Approved  Property, Undeveloped Property, or Provisional Undeveloped Property may be partially prepaid. For purposes of determining the Partial Prepayment Amount, the provisions of Section G.1 shall be modified as provided by the following formula:

PP = ((PE – A) x F) + A
These terms have the following meaning:

PP = Partial Prepayment Amount
PE = the Prepayment Amount calculated according to Section G.1 F = the percent by which the owner of the Assessor’s Parcel(s) is partially prepaying the Special Tax obligation
A = the Administrative Fees and Expenses determined pursuant to Section G.1 The  owner  of  an  Assessor’s  Parcel  who  desires  to  partially  prepay  the  Special  Tax  obligation  for  the Assessor’s  Parcel  shall  notify  the  CFD  Administrator  of  (i)  such  owner’s  intent  to  partially  prepay  the Special Tax obligation, (ii) the percentage of the Special Tax obligation such owner wishes to prepay, and (iii) the company or agency that will be acting as the escrow agent, if any.  Within 5 days of receipt of such notice,  the  CFD  Administrator  shall  notify  such  property  owner  of  the  amount  of  the  non‐refundable deposit  determined  to  cover  the  cost  to  be  incurred  by  the  CFD  in  calculating  the  Partial  Prepayment Amount.  Within 15 business days of receipt of such non‐refundable deposit, the CFD Administrator shall notify such owner of the amount of the Partial Prepayment Amount for the Assessor’s Parcel.  A Partial Prepayment Amount must be made not less than 60 days prior to the redemption date for the Outstanding Bonds to be redeemed with the proceeds of the Partial Prepayment Amount.

With respect to any Assessor’s Parcel for which the Special Tax obligation is partially prepaid, the CFD Administrator shall (i) distribute the Partial Prepayment Amount as provided in Paragraph 15 of Section G.1, and (ii) indicate in the records of the CFD that there has been a partial prepayment for the Assessor’s
Parcel and that a portion of the Special Tax obligation equal to the remaining percentage (1.00 ‐ F) of the applicable Special Tax will continue to be levied on the Assessor’s Parcel pursuant to Section E.

H.  TERMINATION OF SPECIAL TAX

For each Fiscal Year that any Bonds are outstanding the Special Tax shall be levied on all Assessor’s Parcels subject to the Special Tax pursuant to Section E.  The Special Tax shall cease not later than the  2066‐2067 Fiscal Year, however, Special Taxes will cease to be levied in an earlier Fiscal Year if the CFD Administrator has determined (i) that all the required interest and principal payments on the CFD No. 2025‐3 Bonds have been paid; (ii) all authorized facilities of CFD No. 2025‐3 have been acquired and all reimbursements to the  developer  have  been  paid,  (iii)  no  delinquent  Special  Taxes  remain  uncollected  and  (iv)  all  other obligations of CFD No. 2025‐3 have been satisfied.

941

City of Murrieta
Community Facilities District No. 2025‐3 (Discovery Village)   Page 13

I.  MANNER OF COLLECTION

The  Special  Tax  shall  be  collected  in  the  same  manner  and  at  the  same  time  as  ordinary  ad  valorem property taxes, provided, however, that CFD No. 2025‐3 may collect Special Taxes at a different time or in a different manner if necessary to meet its financial obligations, and may covenant to foreclose and may actually foreclose on delinquent Assessor’s Parcels as permitted by the Act.

J.   APPEALS OF SPECIAL TAXES

Any taxpayer may file a written appeal of the Special Taxes levied on his/her Assessor’s Parcel(s) with the CFD Administrator, provided that the appellant is
current in his/her payments of Special Taxes.   During
pendency of an appeal, all Special Taxes previously levied must be paid on or before the payment date established when the levy was made.  The appeal must specify the reasons why the appellant claims the Special Tax is in error.  The CFD Administrator shall review the appeal, meet with the appellant if the CFD Administrator deems necessary, and advise the appellant of its determination.  If the CFD Administrator agrees with the appellant, the CFD Administrator shall grant a credit to eliminate or reduce future Special Taxes on the appellant’s Assessor’s Parcel(s).  No refunds of previously paid Special Taxes shall be made unless approved by the CFD Administrator.

The CFD Administrator shall interpret this Rate and Method of Apportionment and make determinations relative  to  the  annual  levy  and  administration  of  the  Special  Taxes  and  any  taxpayer  who  appeals,  as herein specified.

K.     INTERPRETATION

Interpretations
may be made by the Council by ordinance or resolution for purposes of clarifying any vagueness or ambiguity in this Rate and Method of Apportionment.

942
Appendix B:

Proposed Boundary Map
943
944
Appendix C:

Resolution of Intention
945

4877-7613-4831v6/022972-0049
RESOLUTION NO. 25-4807

RESOLUTION OF INTENTION OF THE CITY COUNCIL OF THE

CITY OF MURRIETA TO ESTABLISH COMMUNITY FACILITIES
DISTRICT NO. 2025-3 (DISCOVERY VILLAGE) OF THE CITY

OF MURRIETA, 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 Murrieta (the “City”) received a petition signed by the owners of all 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, th e 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. 2025-3 (Discovery Village) of the City of Murrieta” (“Community Facilities District No. 2025-3” or the “District”) pursuant to 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 tangible property described in Attachment “B” hereto and incorporated herein by this reference, including all furnishings, equipment and supplies related thereto (collectively, the “Facilities”), which Facilities have a useful life of five years or longer, and (2) the incidental expenses to be incurred in connection with financing the Facilities and forming and administering the District (the “Incidental Expenses”); and
WHEREAS, the City Council further intends to approve an estima te of the costs of the Facilities and the Incidental Expenses for Community Facilities District No. 2025-3; and WHEREAS, it is the intention of the City Council to consider financing the Facilities and the Incidental Expenses through the formation of Commu nity Facilities District No. 2025 -3 and the issuance of bonded indebtedness in one or more series in an aggregate maximum principal amount of $27,500,000 with respect to the Facilities and the Incidental Expenses and the levy of a special tax to pay for the 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. 2025-3;
WHEREAS, the City desires to enter into a reimbursement agreement with Discovery Village LLC, a Delaware limited liability company (the “Developer”), the form of which is on file with the City Clerk (the “Reimbursement Agreement”), to provide for the reimbursement of certain amounts advanced by the Developer in connection with the formation of the District; WHEREAS, the District and the Developer propose to enter into a joint community facilities agreement (the “JCFA”) with Eastern Municipal Water District (the “Water District”) relating to certain facilities proposed to be financed by the District and owned and operated by Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 946

2 4877-7613-4831v6/022972-0049
the Water District, and the District expects to enter into the JCFA prior to the approval of the issuance of bonds pursuant to the Act;

NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF MURRIETA AS FOLLOWS:

Section 1. The above recitals are true and correct.

Section 2. A community facilities district is proposed to be established under the terms of the Act. It is further proposed that the boundaries of the community facilities district shall be the legal boundaries as desc ribed 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. 2025-3 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 Riverside 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.

Section 3. The name of the proposed community facilities district shall be “Community Facilities District No. 2025-3 (Discovery Village) of the City of Murrieta.” Section 4. The Facilities proposed to be provided within Community Facilities District No. 2025-3 are public facilities as defined in the Act, which the City, and the Water District, with respect to certain water and sewer facilities. The City Council hereby finds and determines that the description of the Facilities herein is sufficiently informative to allow taxpayers within the proposed District to understand what the funds of the District may be used to financ e. The Incidental Expenses expected to be incurred include the cost of planning and designing the Facilities, the costs of forming the District, issuing bonds and levying and collecting the Special Tax within the proposed District. The 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 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 funds pursuant to Section 53316.2 of the Act. Any portion of the Facilities may be financed through a lease or lea se-purchase arrangement if the District hereafter determines that such arrangement is of benefit to the District.

Section 5. 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, sufficient to pay for: (i) the Facilities and Incidental Expenses; and (ii) the principal and interest and other per iodic costs on bonds or other indebtedness issued to finance the Facilities and Incidental Expenses, including the establishment and replenishment 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). The rate and method of apportionment and manner of collection of the Special Tax are described in detail in Attachment “C” attached hereto, whi ch Attachment “C” is incorporated herein by this reference. Attachment “C” allows each landowner within the District to estimate Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 947

3 4877-7613-4831v6/022972-0049
the maximum amount of the Special Tax that may be levied against each parcel. In the first year in which such Special Tax is levied, the levy shall include an amount sufficient to repay to the District all amounts, if any, transferred to the District pursuant to Section 53314 of the Act and interest thereon.

If the Special Tax is levied against any parcel used for private reside ntial 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 purp oses and shall not be increased over time, except as set forth in Attachment “C” hereto, (ii) such Special Tax not shall be levied after fiscal year 2065-66, 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. 2025-3 will place on the Facilities and on the benefit that each parcel derives from the right to access the Facilities. The City Council hereby determines that the proposed Facilities are necessary to meet the increased demand placed upon the City and the existing infrast ructure 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” t o 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 of the property within Community Facilities District No. 2025-3 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. 2025-3, 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 property within proposed Community Facilities District No. 2025- 3 which is not exempt in ord er 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 G of Attachment “C” hereto.

Section 6. A public hearing (the “Hearing”) on the establishment of the proposed Community Facilities District No. 2025-3, the proposed rate and method of apportionment of the Special Tax and the proposed issuance of bonds to finance the Facilities and the Incidental Expenses shall be held at 6:00 p.m., or as soon thereafter as practicable, on April 1, 2025, at the City of Murrieta Council Chambers , 1 Town Square , Murrieta, 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 contained 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 thereof, 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.

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 948

4 4877-7613-4831v6/022972-0049
Section 7. 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. 2025-3 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. 2025-3 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. 2025-3 will provide the same services as were provided by the capital facilities mentioned in subsection (a); and
(c) if the City Council makes the findings specified in subsections (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. 2025-3, for purposes of paying principal and interest on the debt identified in subsection (a) above, shall not be increased after the date on which Community Facilities District No. 2025-3 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.

Section 8. 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. 2025-3, may appear and be heard.

Section 9. Each City officer who is or will be responsible for providing the Facilities within proposed Community Facilities District No. 2025-3, 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. 2025-3 and an estimate of the cost of providing those public facilities, including the cost of environmental evaluations of such facilities and an es timate of the fair and reasonable cost of any Incidental Expenses to be incurred.

Section 10. 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 authorize d purpose, including, but not limited to, paying any cost incurred in creating Community Facilities District No. 2025-3. 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 t he 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.

Section 11. The City Clerk is hereby directed to publish a notice (the “N otice”) 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. 2025-3. The City Clerk is further directed to mail a copy of the Notice to eac h of the landowners within the boundaries of the District at least 15 days prior to the Hearing. The Notice shall contain the 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 district and a description of the Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 949

5 4877-7613-4831v6/022972-0049
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.

Section 12. The reasonably expected aggregate maximum principal amount of the bonded indebtedness to be incurred by the District for the Facilities and Incidental Expenses is Twenty-Seven Million Five Hundred Thousand Dollars ($27,500,000).

Section 13. The form of the Reimbursement Agreement is hereby approved. The Mayor, the City Manager, the Assistant City Manager, or their written designees are hereby authorized and directed to execute and deliver the Reimbursement 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 conclusive evidence of such approval.

Section 14. 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).

Section 15. This Resolution shall be effective upon its adoption.

PASSED AND ADOPTED by the City Council at a regular meeting held on the 4th day of February, 2025.

CITY COUNCIL OF THE CITY OF MURRIETA

By:_______________________________
Cindy Warren
Mayor of the City of Murrieta
ATTEST:
________________________________
Cristal McDonald
City Clerk of the City of Murrieta

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 APPROVED AS TO FORM:
____________________________
Tiffany Israel, City Attorney
950

6 4877-7613-4831v6/022972-0049

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )ss.

CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, do hereby certify that the foregoing Resolution No. 25-4807 was duly adopted by the City Council of the City of Murrieta at a regular meeting held on the 4th day of February, 2025, by the following votes:

AYES:

NOES:

ABSENT:

Cristal McDonald, City Clerk

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 None
Stone
DeForest, Holliday, Levell, Warren
951

A-1
4877-7613-4831v6/022972-0049

ATTACHMENT A

BOUNDARY MAP

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 952

B-1
4877-7613-4831v6/022972-0049

ATTACHMENT B
Types of Facilities
to Be Financed by
Community Facilities District No. 2025-3 (Discovery Village) of the City of Murrieta 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) storm drainage, library, park, law enforcement, fire, streets and bridges, traffic, administration and community center 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 Act (the “City Facilities”) and (ii) water and sewer facilities including the acquisition of capacity in the sewer system and/or water system of the Eastern Municipal Water District which are included in Eastern Municipal Water District’s water and sewer capacity and connection fee programs (the “Water District Facilities” and, together with the City Facilities, the “Facilities”), and all appurtenances and appurtenant work in connection with the foregoing Facilities, including the cost of engineering, planning, designing, materials testing, coordination, construction staking, construction m anagement and supervision for such Facilities, and to finance the incidental expenses to be incurred, including:
a. The cost of engineering, planning and designing the 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 ex penses incidental to the construction, acquisition, modification, rehabilitation, completion and inspection of the Facilities.

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.

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 953

C-1
4877-7613-4831v6/022972-0049

ATTACHMENT C

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAXES FOR
COMMUNITY FACILITIES DISTRICT NO. 2025-3 (DISCOVERY VILLAGE)

OF THE CITY OF MURRIETA

A Special Tax (all capitalized terms not otherwise defined herein are defined in Section A, “Definitions”, below) shall be applicable to each Assessor’s Parcel of Taxable Property located within the boundaries of Community Facilities District No. 2025-3 (Discovery Village), of the City of Murrieta ("CFD No. 2025-3"). The amount of Special Tax to be levied in each Fiscal Year on an Assessor’s Parcel shall be determined by the City Council of the City of Murrieta, acting in its capacity as the legislative body of CFD No. 2025-3, by applying the appropriate Special Tax for Developed Property, Approved Property, Undeveloped Property, and Provisional Undeveloped Property that is not Exempt Property as set forth below. All of the real property, unless exempted by law or by the provisions hereof in Section F, shall be taxed for the purposes, to the extent and in the manner herein provided.

A. DEFINITIONS

The terms hereinafter set forth have the following meanings:

“Accessory Dwelling Unit” means a residential unit of limited size including smaller secondary unit(s) that shares an Assessor’s Parcel as a Single Family Residential Property with a stand - alone Residential Unit.

"Acre” or “Acreage" means the land area of an Assessor's Parcel as shown on an Assessor's Parcel Map, or if the land area is not shown on an Assessor’s Parcel Map, the land area shown on the applicable final map, parcel map, condominium plan, or other recorded County parcel map or instrument. The square footage of an Assessor’s Parcel is equal to the Acreage multiplied by 43,560.

"Act" means the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5 (commencing with Section 53311) of Part 1 of 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. 2025 -3: the costs of computing the Special Taxes and preparing the Special Tax collection schedules (whether by the City or designee thereof or both); the costs of collecting the Special Taxes (whether by the City or otherwise); the costs of remitting Special Taxes to the Trustee; the costs of the Trustee (includ ing legal counsel) in the discharge of the duties required of it under the Indenture; the costs to the City, CFD No. 2025 -3 or any designee thereof in complying with arbitrage rebate requirements; the costs to the City, CFD No. 2025-3 or any designee there of in complying with continuing disclosure requirements of the City, CFD No. 2025 -3 and any major property owner associated with applicable federal and state securities laws and the Act; the costs associated with preparing Special Tax disclosure statements and responding to public inquiries regarding the Special Taxes; the costs of the City, CFD No. 2025-3 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 an nual administration fees and third party expenses related to CFD No. 2025 -3. Administration Expenses shall also include amounts estimated by the CFD Administrator or advanced by the City or CFD No. 2025 -3 for any other administrative purposes of CFD No. 2 025-3, including Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 954

C-2
4877-7613-4831v6/022972-0049
attorney’s fees and other costs related to commencing and pursuing to completion any foreclosure of delinquent Special Taxes.

"Approved Property" means all Assessor’s Parcels of Taxable Property: (i) that are included in a Final Map that was recorded prior to the January 1 st preceding the Fiscal Year in which the Special Tax is being levied, and (ii) that have not been issued a building permit on or before May 1st preceding the Fiscal Year in which the Special Tax is being levied.

"Assessor’s Parcel" means a lot or parcel of land designated on an Assessor’s Parcel Map with an assigned Assessor’s Parcel Number.

"Assessor’s Parcel Map" means an official map of the Assessor of the County designating parcels by Assessor’s Parcel Number.

"Assessor’s Parcel Number" means that number assigned to an Assessor’s Parcel by the County for purposes of identification.

"Assigned Special Tax" means the Special Tax of that name described in Section D below.

"Backup Special Tax" means the Special Tax of that name described in Section D below.

"Bonds" means any obligation to repay a sum of money, including obligations in the form of bonds, certificates of participation, long-term leases, loans from government agencies, or loans from banks, other financial institutions, private businesses, or individuals, or long-term contracts, or any refunding thereof, to which the Special Tax of CFD No. 2025-3 have been pledged.

"Boundary Map" means a recorded map of the CFD which indicates the boundaries of the CFD.

"Building Permit" means the first legal document issued by the City giving official permission for new construction. For purposes of this definition, “Building Permit” may or may not include expired or cancelled building permits, or any subsequent building permit document(s) authorizing new construction on an Assessor’s Parcel that are issued or changed by the City after the first original issuance, as determined by the CFD Administrator, provided that following such determination the Maximum Special Tax th at may be levied on all Assessor’s Parcels of Taxable Property will be at least 1.1 times annual debt service on all outstanding Bonds plus the estimated annual Administrative Expenses.

"Building Square Footage" or "BSF" means the square footage of assess able internal living space, exclusive of garages or other structures not used as living space, as determined by reference to the Building Permit for such Assessor’s Parcel.

"Calendar Year" means the period commencing January 1 of any year and ending the following December 31.

"CFD” or “CFD No. 2025 -3" means Community Facilities District No. 2025 -3 (Discovery Village) of the City of Murrieta established by the City under the Act.

“CFD Administrator" means an official of the City, or designee thereof, responsible for determining the Special Tax Requirement, and providing for the levy and collection of the Special Taxes.

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 955

C-3
4877-7613-4831v6/022972-0049
“City” means the City of Murrieta, State of California.

"City Council" means the City Council of the City of Murrieta, acting as the legislative body of CFD No. 2025-3.

“Condominium Plan" means a condominium plan pursuant to California Civil Code, Section 6624.

"County" means the County of Riverside, State of California.

"Developed Property" means all Assessor’s Parcels that: (i) are included in a Final Map that was recorded prior to the January 1 st preceding the Fiscal Year in which the Special Tax is being levied, and (ii) for which a Building Permit for new co nstruction was issued on or before May 1st preceding the Fiscal Year in which the Special Tax is being levied.

"Exempt Property" means all Assessor’s Parcels designated as being exempt from Special Taxes as provided for in Section F.

"Final Map" means a subdivision of property by recordation of a final map, parcel map, or lot line adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq.) or recordation of a Condominium Plan pursuant to California Civil Code Section 6624 that creates individual lots for which Building Permits may be issued without further subdivision.

"Fiscal Year" means the period commencing on July 1 st of any year and ending the following June 30th.

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

“Land Use Category” means any of the categories listed in Table 1 of Section D.

"Maximum Special Tax" means for each Assessor’s Parcel, the maximum Special Tax, determined in accordance with Section D below, that can be levied by CFD No. 2025 -3 on such Assessor’s Parcel.

“Multifamily Property” means all Assessor’s Parcels of Developed Property for which a Building Permit has been issued for the purpose of constructing a building or buildings comprised of attached Residential Units available for rental by the general public, not for sale to an end user, and under common management, as determined by the CFD Administrator.

"Non-Residential Property" means all Assessor's Parcels of Developed Property for which a Building Permit(s) was issued for a non -residential use. The CFD Administrator shall make the determination if an Assessor’s Parcel is Non-Residential Property.

"Partial Prepayment Amount" means the amount required to prepay a portion of the Special Tax obligation for an Assessor’s Parcel, as described in Section G.2.

"Prepayment Amount" means the amount required to prepay the Special Tax obligation in full for an Assessor’s Parcel, as described in Section G.1.

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 956

C-4
4877-7613-4831v6/022972-0049
“Proportionately” means for Taxable Property that is (i) Developed Property, that the ratio of the actual Special Tax levy to the Assigned Special Tax is the same for all Assessor’s Parcels of Developed Property, (ii) Approved Property, that the ratio of the actual Special Tax levy to the Maximum Special Tax is the same for all Assessor’s Parcels of Approved Property, and (iii) Undeveloped Property or Provisional Undeveloped Property, that the ratio of the actual Special Tax levy per Acre to the Maximum Special Tax per Acre is the same for all Assessor’s Parcels of Undeveloped Property or Provisional Undeveloped Property, as applicable.

"Provisional Undeveloped Property" means all Assessor’s Parcels of Taxable Property that would otherwise be classified as Exempt Property pursuant to the provisions of Section F, but cannot be classified as Exempt Property because to do so would be reduce the Acreage of a ll Taxable Property below the required minimum Acreage set forth in Section F.

"Rate and Method of Apportionment " or “RMA” means this Rate and Method of Apportionment of Special Tax for CFD No. 2025-3.

"Residential Property" means all Assessor’s Parcels of Developed Property for which a Building Permit has been issued for purposes of constructing one or more Residential Units.

“Residential Unit” or "RU" means a residential unit that is used or intended to be used as a domicile by one or more persons, as determined by the CFD Administrator. An Accessory Dwelling Unit that shares an Assessor’s Parcel with a Single Family Residential Property shall not be considered a Residential Unit for purposes of this RMA.

“Single Family Re sidential Property” means all Assessor’s Parcels of Residential Property other than Multifamily Property.

"Special Tax" or “Special Taxes” means any of the special taxes authorized to be levied within CFD No. 2025-3 pursuant to the Act to fund the Special Tax Requirement.

"Special Tax Requirement " means the amount required in any Fiscal Year to pay: (i) the debt service or the periodic costs on all outstanding Bonds due in the Calendar Year that commences in such Fiscal Year, (ii) Administrative Expenses , (iii) the costs associated with the release of funds from an escrow account, (iv) any amount required to replenish any reserve funds established in association with the Bonds (provided that the same amount was not previously levied), (v) an amount up to any anticipated shortfall due to Special Tax delinquencies and (vi) for the collection or accumulation of funds for the acquisition or construction of facilities authorized by CFD No. 2025-3 or the payment of debt service on Bonds anticipated to be issued, provided that the inclusion of such amount does not cause an increase in the levy of Special Tax on Approved Property or Undeveloped Property as set forth in Steps Two or Three of Section E., less (vii) any amounts available to pay debt service or other periodic costs on the Bonds pursuant to the Indenture.

"Taxable Property" means all Assessor’s Parcels within CFD No. 2025 -3, which are not Exempt Property.

“Taxable Unit” means either a Residential Unit or an Acre.

“Trustee” means the trustee, fiscal agent, or paying agent under the Indenture.

"Undeveloped Property" means all Assessor’s Parcels of Taxable Property which are not Developed Property, Approved Property, or Provisional Undeveloped Property.

Docusign Envelope ID: 6310337A-4AAE-4EE5-9CF9-495F72EA9F59 957

C-5
4877-7613-4831v6/022972-0049
B. SPECIAL TAX

Commencing Fiscal Year 2025 -2026 a nd for each subsequent Fiscal Year, the City Council shall levy Special Taxes on all Taxable Property, up to the applicable Maximum Special Tax, to fund the Special Tax Requirement.

C. ASSIGNMENT TO LAND USE CATEGORY FOR SPECIAL TAX

Each Fiscal Year, be ginning with Fiscal Year 2025 -2026, each Assessor’s Parcel within CFD No. 2025 -3 shall be classified as Taxable Property or Exempt Property. In addition, each Assessor’s Parcel of Taxable Property shall be further classified as Developed Property, Approved Property, Undeveloped Property or Provisional Undeveloped Property.

Assessor’s Parcels of Developed Property shall further be classified as Residential Property or Non-Residential Property. Each Assessor’s Parcel of Residential Property shall further be classified as a Single Family Residential Property or Multifamily Property. Each Assessor’s Parcel of Single Family Residential Property shall be further assigned to a Land Use Category based on its Building Square Footage.

In the event that there ar e Assessor’s Parcel(s) for which one or more Building Permits for Residential Units have been issued and the County has not yet assigned final Assessor’s Parcel Number(s) to such Assessor’s Parcel(s) (in accordance with the Final Map or Condominium Plan), the amount of the Special Tax levy on such Assessor’s Parcel for each Fiscal Year shall be determined as follows: (1) the CFD Administrator shall first determine an amount of the Maximum Special Tax for such Assessor’s Parcel, based on the classification o f such Assessor’s Parcel as Undeveloped Property; (2) the amount of the Special Tax for the Residential Units on such Assessor’s Parcel for which Building Permits have been issued shall be determined based on the Assigned Special Tax rates for Developed Pr operty and such amount shall be levied as Developed Property in accordance with Step 1 of Section E below; and (3) the amount of the Special Tax on the Taxable Property in such Assessor’s Parcel not subject to the Special Tax levy in clause (2) shall be eq ual to: (A) the percentage of the Maximum Special Tax rate levied on Undeveloped Property pursuant to Step 3 of Section E below, multiplied by the total of the amount determined in clause (1), less (B) the amount determined in clause (2).