Agenda packet, regular meeting — Placentia City Council, January 23, 2024 (part 3 of 3)

the entirety of the boundaries of Old Town Placentia as established by the Old Town Revitalization Plan.

RECOMMENDATION:

It is recommended that the City Council take the following actions:

1. Accept the Petition from the developer initiating the formation of a Mello -Roos Community Facilities District (Exhibit A); and

2. Adopt a Resolution of Intention R-2024-04 to establish the proposed City of Placentia Community Facilities District No. 2024-01 (Old Town Maintenance Services) ("CFD No. 2024-01 ") and to authorize the levy of special tax therein to finance certain services (Exhibit B); and

3. Adopt a Resolution of Intention R-2024-05 to allow for the future annexation of territory to Community Facilities District No. 2024-01 and to establish the future annexation area (Exhibit C).

STRATEGIC PLAN STATEMENT:

This item is consistent with the City Council approved 5 -Year Strategic Goal to:

Promote Community and Economic Development, as Objective Number 3.7 to continue to establish Old Town Historic District/Business Improvement District. This agenda item will specifically result in the funding mechanism needed to preserve and maintain the future reconstruction of the public infrastructure in Old Town Placentia.

DISCUSSION:

The Mello -Roos Community Facilities Act of 1982 ("Act") provides for the establishment of a community facilities district to finance infrastructure, development impact fees, and public services. The Act specifically provides for approval of the special tax by vote of the landowners pursuant to § 53326(b) of the California Government Code. Further, the Act specifically provides for the initiation of the establishment of community facilities districts upon receipt by the City of a petition requesting the institution of proceedings by the owners of not less than 10% of the area of land proposed to be included within the district.

Section 53326 (b) provides that, if there are less than twelve (12) registered voters currently within the boundaries of the proposed district, the vote to form the district and levy a special tax shall be by the landowners of property in the proposed district, and each landowner shall have one (1) vote for each acre or portion of an acre of land owned within the proposed district.

On July 11, 2017, the Placentia City Council approved the adoption of the Old Town Revitalization Plan. The Old Town Revitalization Plan includes a comprehensive Streetscape Master Plan. The Streetscape Master Plan dictates the specific amenities for the Old Town area, so that these

City Council Agenda
January 23, 2024

Page 3 of 4 ends

elements will be consistent throughout and give the area a sense of place and a feeling of cohesiveness. These include widened sidewalks, landscape enhancements, new trees, bike racks, lighting, trash receptacles, bollards and seating.

In 2020, the City, in partnership with the County of Orange, established an Enhanced Infrastructure Financing District (EIFD). The purpose of the EIFD is to create a funding mechanism that can facilitate the construction of the Streetscape Master Plan in Old Town Placentia.

The City has discussed the formation of the CFD with property owners in Old Town Placentia, including Walt Lynch and Kenneth Binnings. City Staff discussed the need to create a funding mechanism for the maintenance of the Streetscape Master Plan. Mr. Lynch and Mr. Binnings agreed to be the catalyst for the formation of a new CFD, which will set forth the maintenance costs related to the Streetscape Master Plan and which will be payable by property owners in Old Town through the CFD.

The establishment of Goals and Policies for the use of Community Facilities Districts is required by the Mello -Roos Act and was necessary before the City Council could initiate proceedings to establish a new CFD. The Goals and Polices, approved November 5, 2013, provide general guidance and conditions for the conduct by the City of proceedings for forming CFD's.

The required petition requesting the City Council begin proceedings for the formation of the CFD has been executed by Mr. Walt Lynch and Mr. Kenneth Binnings, owners of 132 South Bradford Avenue, and has been included as Exhibit A.

Approval of the Resolution of Intention to establish the proposed City of Placentia Community Facilities District No. 2024-01 (Old Town Maintenance Services) constitutes the next step in the formation process and essentially declares the City's intention to form the district, approves the boundary of the CFD, calls for the preparation of the CFD Report, and sets the time and place of the required Public Hearing.

The proposed tax to be levied is based upon a Rate and Method of Apportionment analysis that was prepared by David Taussig and Associates. The analysis indicates that the tax rate needed to maintain the Old Town public infrastructure improvements is $0.0765 per land area square footage for properties that are undergoing rehabilitation/remodeling per year. Since the area is completely built out and is historic in nature, it is anticipated that most properties in Old Town will be rehabilitated/remodeled vs. new construction/development.

Approval of the Resolution of Intention to allow for future annexation of territory to City of Placentia Community Facilities District No. 2024-01 gives the City the ability to annex future development projects into CFD No. 2024-01 in a streamlined process to help offset the costs of providing public safety services to those newly developed areas. Approval will allow an expedited annexation process for future projects and will only require a petition from the property owners within the area to be annexed and a public hearing to count the votes and annex the project into the pre- established district.

City Council Agenda
January 23, 2024

Page 4 of 4 ends

FISCAL IMPACT:

For the CFD tax to be applied to a parcel, either rehabilitation/remodel must be completed or a building permit for the rehabilitation needs to be issued by the City by June 1st of the preceding fiscal year.

Prepared by:

AIN /1
Jeannette • .1-ga
Deputy Director of Administrative Services
Reviewed and approved:

Jennifer, Lampman
Director of Finance
Reviewed and�appr•ved: Reviewed and ap•roved•
Luis Estevez U
Deputy City Administrator
Damien R. Arrula
City Administrator
Attachments:

1. Property Owner Petition

2. Property Owner Petition Requesting and Consenting to Assessment

3. Resolution No. R-2024-04 - Annexation of Territory to CFD 2024-01

4. Resolution No. R-2024-05 - Resolution of Intention to establish Future Annexation Area

Landowner Petition
CFD No. 2024-01

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT NO. 2024-01 (Old Town Maintenance Services)

PETITION
To Create a Community Facilities District
and Related Matters
To: THE HONORABLE CITY COUNCIL
ATTN: ROBERT S. MCKINNELL, CITY CLERK
401 E. CHAPMAN AVENUE
PLACENTIA, CALIFORNIA 92870
Members of the City Council:

This is a petition to create a Community Facilities District and related matters under the Mello - Roos Community Facilities Act of 1982, Sections 53311 and following of the California Government Code (the "Act") and it states as follows:

1. Petitioner. This Petition is submitted by the person (the "Petitioner") (whether one or more) identified below as or for the record owner(s) of the parcels of land identified below (the "Property"). The undersigned warrants to the City that the Petitioner is such owner, or is a legally authorized representative of such owner(s), and that such ownership constitutes ownership of more than 10% of the property described in Exhibit A attached hereto and more particularly described in Section 3 herein.

2. Proceedings Requested. This Petition asks that the City Council undertake proceedings under the Act to create a community facilities district to be designated "City of Placentia Community Facilities District No. 2024-01 (Old Town Maintenance Services) (the "District") to levy special taxes in the District.

3. Boundaries. This Petition asks that the territory to be included in the boundaries of the District consist of that shown on a map of the proposed boundaries of the District filed with the City Clerk of the City and which map is attached hereto as Exhibit A and hereby made a part of this Petition and which map includes the Property located in Orange County.

4. Purpose. This Petition asks that the District be created, the special taxes be levied to finance all or a part of the public services (the "Services") shown in Exhibit B attached hereto and made a part hereof.

5. Special Taxes. The Petitioner agrees that it has reviewed and preliminarily approves the Rate and Method of Apportionment of Special Taxes (the "RMA") attached hereto as Exhibit C and made a part hereof, which RMA is proposed to be used by the City for the levy of Special Taxes in the District to pay for the Services, subject to the completion of all proceedings by the City under the Act.

Landowner Petition
CFD No. 2024-01

6. Election. The Petitioner asks that the special election to be held under the Act to authorize the special taxes and to establish any appropriations limits for the District be conducted by the City and its officials, using a mailed or hand -delivered ballot and that such ballot be canvassed and the results certified at the same meeting of the City Council as the public hearing on the District under the Act or as soon thereafter as possible.

7. Waivers. To expedite the completion of the proceedings for the District, the Petitioner waives all notices of hearing and all published notices regarding the establishment of the District, notices of election, applicable waiting periods under the Act for the holding of any public hearing and for election and all ballot arguments and analysis for the election, it being acknowledged by the Petitioner that all such notices are for the benefit of the Petitioner and may be waived. The Petitioner agrees to timely complete and return a consent and waiver to be provided to Petitioner by the City in order to expedite such proceedings. The Petitioner further hereby consents to and expressly waives any and all claims based on any irregularity, error, mistake or departure from the provisions of the Act or other laws of the State and any and all laws and requirements incorporated therein, and no step or action in any proceeding relative to the CFD or the special election therein shall be invalidated or affected by any such irregularity, error, mistake or departure.

8. Authority Warranted. The Petitioner warrants to the City that the presentation of this Petition, any waivers contained herein, casting of ballots at the property owner election and other actions mandated by the City for the formation of the District shall not constitute or be construed as events of default or delinquencies under any existing or proposed financing documents entered into or to be entered into by the Petitioner for the Property, including any "due -on -encumbrance" clauses under any existing security instruments secured by the Property. If requested by the City, the Petitioner agrees, at its expense, to supply to the City, current title evidence so that the City may supply any notice and ballot required under the Act for the establishment of the District.

9. Due -Diligence and Disclosures. The Petitioner agrees to cooperate with the City, its attorneys and consultants, and provide all information and disclosures required by the City about the Special Taxes to purchasers of the Property or any part of it.

10. Agreements. The Petitioner further agrees to execute such additional or supplemental agreements as may be required by the City to provide for any of the actions and conditions under this Petition, including any amount of cash deposit required to pay for the City's costs in establishing the District. By executing this Petition, the Petitioner agrees to all of the above.

The Petitioner (record owner) is:
2 GUYS, LLC, A CALIFORNIA LIMITED LIABILITY COMPANY
The undersigned is the owner of the following parcel identified below by their legal description or by the Assessor's Parcel Number assigned to them by the Orange County Assessor:

Landowner Petition
CFD No. 2024-01
132 South Bradford Avenue
Placentia, CA 92870
APN: 339-052-27
By: 2 Guys, LLC, a California Limited Liability Company By: WALT LYNCH
Signature:

Its: 0wr1/4-1E1Z
By: KENNETH BINNINGS
Signature: ��—
Its: ot,JNe►2
The address of the above, receiving any notice and ballot is: 132 South Bradford Avenue, Placentia, CA 92870 Attention: Walt Lynch and Kenneth Binnings

SHEET 1 OF 2
Assessor Parcels in the City al Placenta
Community Facilities District No. 2023-1
(Old Town Maintenance Servlcesj
339-052-27
Prepvee by DTA

PROPOSED BOUNDARIES OF

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT NO. 2024-1
(OLD TOWN MAINTENANCE SERVICES)

CITY OF PLACENTIA, COUNTY OF ORANGE

STATE OF CALIFORNIA
Assessor Parcels
Community Facilities
339-052-14
339-052-15
339-052-16
339-052-17
339.052-18
339-052-19
339-052-20
339-052-21
339-052-24
339-052-26
339-052-27
339-052-28
339-052-29
339-061-01
339-061-02
339-061-03
339-061-04
339-061-05
339.061-06
339-061-07
339-061-08
339-061-09
339-061-10
339-061-11
339-061-12
339-061-13
339-061-14
339-061-15
339-061-16
339-061-17
339.355-02
339-355-03
339-355-04
339.355-05
339-355-06
339-355-07
in the Future Annexation Area of Cily of Placentia
District No. 2023-1 (Old Town Maintenance Services),
339-355-08 339-365-04 339-392-04
339-355-09 339-365-05 339-392-05
339355-10
339-355-11
339-355-12
339-355-13
339-355-14
339-355-15
339.355-16
339-355-17
339-355-18
339-355-19
339-355-20
339-355-22
339-362-05
339-362-06
339-363-09
339-363-10
339-363-11
339-363-12
339-363-13
339-363-16
339-363-17
339-363-18
339-363-19
339.363-29
339-364-10
339-364-11
339-354-12
339-364-13
339-364-14
339.364-15
339.364-16
339.365-01
339-365-02
339-365-03
339-365-06 339-392-06
339-365-07 339-392-07
339-365-08
339-365-09
339-365-10
339-365-15
339-365-16
339-365-17
339-365-18
339-365-19
339-365-20
339-365-21
339-365-22
339-365-23
339-365-25
339-365-26
339-365-27
339-391-01
339-391.02
339-391-03
339-391-04
339-391-05
339-391-06
339-391-09
339-391-10
339-391-11
339-391-12
339-391-13
339-391-14
339-391-15
339-391-16
339-392-01
339-392-02
339-392-03
339-392-08
339-392-09
339-392-10
339-392-11
339-392-12
339-392-13
339-392-14
339-392-15
339-392-16
339-392-17
339-392-18
339-392-19
339-392-20
339-392-21
339-392-22
339-393-01
339-393-02
339-393-03
339-393-04
339-393-05
339-393-06
339-393-07
339-393-08
339-393-09
339-393-10
339-394-01
339-394-02
339-394-03
339-394-04
339-394-05
339-394-06
339-394-07
(1) Filed in the office of the City Clerk of (he City of Placentia the day of , 2024.
(2)
City Clerk,
City of Placentia
hereby certify that the within map showing the proposed boundaries of City of Placentia Community Facilities
District No. 2023-1 (Old Town Maintenance Services). City of Placentia. County of Orange. State of California, was approved by the City Council o1 the City of Placentia at a regular meeting (hereof, held on the _ day of
__..-._.-. 2024, by its Resolution No.

City Clerk,
City of Placentia
(3) Filed this day of , 2024, at the hour of
_ o'clock m, in Book _ of Maps of
Assessment and Community Facilities Districts at Page
and as Instrument No.
, in the office of the County
Recorder in the County of Orange. Stale of California, at the request of the City of Placentia.

Hugh Nguyen
Clerk -Recorder, County of Orange
By
Deputy Recorder
Fee
Exempt Recording Requested, per CA Government Code §27383 a)
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SHEET 2 OF 2

PROPOSED BOUNDARIES OF

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT NO. 2024-1
(OLD TOWN MAINTENANCE SERVICES)

CITY OF PLACENTIA, COUNTY OF ORANGE

STATE OF CALIFORNIA
Reference Is hereby made to the Assessor maps
of the County of Orange for a description of the
lines and dimensions of these parcels.

LEGEND
Proposed Boundaries of City of Placentia
Community Facilities District 2023-1 (Old
Town Maintenance Services)
Future Annexation Area
Prepared by DTA
TO-i7ZOZ '°MMM CLIO
uop.pad 1aumopuW]

Landowner Petition
CFD No. 2024-01

EXHIBIT B

DESCRIPTION OF SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2024-1, as provided by Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing and/or replacing landscaped areas (and may include reserves for replacement) in public street rights-of-way, utility repairs, public infrastructure/fixtures, street maintenance, signage, public landscaping, public open spaces and other similar landscaped areas officially dedicated for public use within the boundaries of CFD No. 2024-1. These services include the following:
a) Maintenance and lighting of parkways, streets, roads, public parking lots and open space, which maintenance and lighting services may include, without limitation, furnishing of electrical power to streetlights; repair and replacement of damaged or inoperative Tight bulbs, fixtures and standards; and b) Maintenance (including irrigation and replacement) of landscaping vegetation and trees situated on or adjacent to parkways, streets, roads, public parking lots and open space. Maintenance and repair of irrigation facilities; planting, replanting, mowing, trimming, irrigation and fertilization of grass, trees, shrubs, and other plants and vegetation; and
c) Maintenance and replacement of public signage and wayfinding signage, directional signage; and
d) Graffiti removal from and maintenance and repair of public structures situated on parkways, streets, roads, public parking lots and open space; and e) Furnishing, maintenance, repair or replacement of equipment, apparatuses, fixtures or facilities situated in areas within the boundaries of CFD No. 2024-1; and f) Maintenance and operation of water quality improvements which include storm drainage and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts and similar facilities. Maintenance services may include, but are not limited to, the repair, removal or replacement of all or part of any of the water quality improvements within the public right-of-way; clearing of inlets and outlets; erosion repairs; and cleanup to improvements, and other items necessary for the maintenance; and
Public street sweeping and refuse services on the segments of the arterials within the boundaries of CFD No. 2024-1.
g)
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. 2024-1 or for the benefit of the properties within the boundaries of CFD No. 2024-1, as the boundary is expanded from time to time

Landowner Petition
CFD No. 2024-01
by anticipated annexations, and said services may be financed by proceeds of the special tax of CFD No. 2024-1. This includes paying the salaries and benefits of personnel necessary or convenient to provide the services; payment of insurance costs and other related expenses; and the provision of reserves for repairs, replacements, and for the future provision of services. It is expected that the services will be provided by the District, either with its own employees or by contract with third parties, or any combination thereof.

Landowner Petition
CFD No. 2024-01

EXHIBIT C
Rate and Method of Apportionment

RATE AND METHOD OF APPORTIONMENT FOR

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT NO. 2024-1
(OLD TOWN MAINTENANCE SERVICES)
A Special Tax as hereinafter defined shall be levied on all Assessor's Parcels in City of Placentia Community Facilities District No. 2024-1 ("CFD No. 2024-1") and collected each Fiscal Year commencing in Fiscal Year 2023-2024, in an amount determined by the City Council of the City of Placentia through the application of the Rate and Method of Apportionment as described below. All of the real property in CFD No. 2024-1, unless exempted by law or by the provisions hereof, shall be taxed for the purposes, to the extent and in the manner herein provided.

A. DEFINITIONS
The terms hereinafter set forth have the following meanings:
"Acre" or "Acreage" means the land area of an Assessor's Parcel as shown on an Assessor's Parcel Map, or if the land area is not shown on an Assessor's Parcel Map, the land area shown on the applicable final map, parcel map, condominium plan, or other recorded County parcel map.
"Act" means the Mello -Roos Community Facilities Act of 1982, as amended, being Chapter 2.5, Division 2 of Title 5 of the Government Code of the State of California. "Administrative Expenses" means the following actual or reasonably estimated costs directly related to the administration of CFD No. 2024-1: 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 of collecting the Special Taxes (whether by the County or otherwise); 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. 2024-1 or any designee thereof related to an appeal of the Special Tax; and the City's annual administration fees and third party expenses. Administrative Expenses shall also include amounts estimated or advanced by the City or CFD No. 2024- 1 for any other administrative purposes of CFD No. 2024-1. "Assessor's Parcel" means a lot or parcel shown in an Assessor's Parcel Map with an assigned Assessor's parcel number.

Landowner Petition
CFD No. 2024-01
"Assessor's Parcel Map" means an official map of the Assessor of the County designating parcels by Assessor's parcel number.
"CFD Administrator" means an official of the City, or designee thereof, responsible for determining and providing for the levy and collection of the Special Tax. "CFD No. 2024-1" means the City of Placentia Community Facilities District No. 2024-1 (Old Town Maintenance Services).
"City" means the City of Placentia.
"Consumer Price Index" means, for each Fiscal Year, the Consumer Price Index published by the U.S. Bureau of Labor Statistics for All Urban Consumers in the Los Angeles -Long Beach -Anaheim region, measured as of the month of December in the calendar year which ends in the previous Fiscal Year. In the event this index ceases to be published, the Consumer Price Index shall be another index as determined by the CFD Administrator that is reasonably comparable to the Consumer Price Index for the Los Angeles -Long Beach - Anaheim region.
"Council" means the City Council of the City.
"County" means the County of Orange, California.
"Developed Property" means, for each Fiscal Year, all Taxable Property, excluding Existing Building/Structure Property, for which a building permit was issued after March 1, 2023 and prior to March 1 of the previous Fiscal Year for construction of a new building/structure.
"Existing Building/Structure Property" means, for each Fiscal Year, all Taxable Property, for which a building or structure existed on such property prior to March 1, 2023. "Fiscal Year" means the period starting July 1 and ending on the following June 30. "Hotel/Motel Property" means, for each Fiscal Year, all Assessor's Parcels of Non - Residential Property for which a building permit has been issued for building a non- residential structure that constitutes a place of lodging providing sleeping accommodations and related facilities for travelers. Such related facilities may include, but are not limited to, on-site restaurants, retail establishments, conference rooms/areas, etc.
"Hotel/Motel Rooms" means, for each Assessor's Parcel of Hotel/Motel Property, the number of hotel/motel rooms available for rent for the purpose of overnight lodging, as indicated on the building permit issued by the City. If such room data is not included on

Landowner Petition
CFD No. 2024-01
the building permit for an Assessor's Parcel of Hotel/Motel Property, then the CFD Administrator shall rely on the site plan or other reasonable data sources as determined by the CFD Administrator.
"Industrial Property" means, for each Fiscal Year, all Assessor's Parcels of Non -Residential Property for which a building permit(s) was issued for construction of a non-residential structure(s) which is primarily used for: manufacturing, procession, fabricating, assembly, refining, repairing, packaging, or treatment of goods, material or produce; research and development; and/or warehousing and wholesale distribution of goods, material, or produce.
"Maximum Special Tax" means the Maximum Special Tax, determined in accordance with Section C below, that can be levied in any Fiscal Year on any Assessor's Parcel of Taxable Property within CFD No. 2024-1.
"Multi -Family Residential Property" means any Assessor's Parcel of Residential Property for which one or more building permits have been issued for attached residential units, all of which are made available for rental, but not purchase, by the general public. "Non -Residential Floor Area" means, for Non -Residential Property, the total square footage of enclosed area within the perimeter of a non-residential structure located on such property, not including any space devoted to vehicle parking, walkway, overhang, patio, and areas incident thereto for which a building permit for new construction was issued after March 1, 2023 and prior to March 1 of the previous Fiscal Year. The determination of Non -Residential Floor Area shall be made by reference to the building permit(s) issued for such Assessor's Parcel, or if square footage is not available from this source, as otherwise determined by the CFD Administrator. "Non -Residential Property" means, for each Fiscal Year, all Developed Property for which a building permit(s) was issued for the construction of a new building/structure with a non-residential use.
"Non -Retail Commercial Property" means all Assessor's Parcels of Non -Residential Property not considered (i) Hotel/Motel Property, (ii) Industrial Property, (iii) Retail Commercial Property, or (iv) Office Property.
"Office Property" means, for each Fiscal Year, all Assessor's Parcels of Non -Residential Property for which a building permit(s) was issued for construction of a non-residential structure(s) which is primarily used for: general, professional, and/or medical office space.
"Parcel Square Foot" or "Parcel Square Footage" means the land area, or Acreage multiplied by 43,560, of an Assessor's Parcel as shown on an Assessor's Parcel Map, or if

Landowner Petition
CFD No. 2024-01
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.
"Parking Lot Property" means, for each Fiscal Year, any Assessor's Parcel that is not Public Property and for which a building permit has been issued for the construction of, or on which is located a garage, parking lot, or parking structure, as of March 1 of the prior Fiscal Year, and on which is located no other Developed Property, as determined by the CFD Administrator.
"Property Owner Association Property" means, for each Fiscal Year, any Assessor's Parcel within the boundaries of CFD No. 2024-1 that was owned by a property owner association, including any master or sub -association, as of March 1 of the prior Fiscal Year. "Proportionately" means, for Developed Property, Rehab/Remodel Property, and Parking Lot Property that the ratio of the actual Special Tax levy to the Maximum Special Tax is equal for all Developed Property, Rehab/Remodel Property, and Parking Lot Property.
"Public Property" means, for each Fiscal Year, any property within the boundaries of CFD No. 2024-1 that is (i) used for rights-of-way or any other purpose and is owned by or irrevocably offered for dedication to the federal government, the State of California, the County, the City or any other public agency as of March 1 of the prior Fiscal Year or (ii) encumbered by an unmanned utility easement making impractical its utilization for other than the purpose set forth in the easement as of March 1 of the prior Fiscal Year, provided however that any property leased by a public agency to a private entity and subject to taxation under Section 53340.1 of the Act shall be taxed and classified in accordance with its use.
"Rehab/Remodel Property" means all Assessor's Parcels of Existing Building/Structure Property for which a building permit with a construction valuation greater than $25,000, as determined by the CFD Administrator, was issued after March 1, 2023 and prior to March 1 of the previous Fiscal Year to rehabilitate or remodel Existing Building/Structure Property.
"Residential Property" means all Developed Property for which a building permit has been issued for purposes of constructing one or more residential dwelling units. "Retail Commercial Property" means all Assessor's Parcels of Non -Residential Property for which the building permit was issued for a retail sales tax generating use or which is being used primarily for a retail sales tax generating use, as determined by the CFD Administrator, and not considered (i) Hotel/Motel Property, (ii) Industrial Property, or (iii) Office Property.

Landowner Petition
CFD No. 2024-01
"Single Family Residential Property" means any Assessor's Parcel of Residential Property not considered Multi -Family Residential Property.
"Special Tax" means the special tax to be levied in each Fiscal Year on each Assessor's Parcel of Taxable Property to fund the Special Tax Requirement for Services. "Special Tax Requirement for Services" means that amount required in any Fiscal Year to: (i) pay directly for annual maintenance services that are authorized to be financed by CFD No. 2024-1; (ii) pay Administrative Expenses; less (iii) a credit for funds available to reduce the annual Special Tax levy, as determined by the CFD Administrator. "State" means the State of California.
"Taxable Property" means all of the Assessor's Parcels within the boundaries of CFD No. 2024-1 which are not exempt from the Special Tax pursuant to law or Section E below. "Undeveloped Property" means, for each Fiscal Year, all Taxable Property not classified as Developed Property, Rehab/Remodel Property, Parking Lot Property, Taxable Property Owner Association Property or Taxable Public Property.
"Welfare Exemption" means, for each Fiscal Year, any Assessor's Parcel that is used exclusively for charitable, hospital, or religious purposes and that has a property tax welfare exemption as indicated in the County's assessor's roll finalized as of the last preceding January 1.

Developed Property shall be further classified as Residential Property or Non -Residential Property. For Residential Property, the Special Tax will be based on the number of dwelling units as indicated on the building permit. For Non -Residential Property, the Special Tax will be based on the Non -Residential Floor Area or number of Hotel/Motel Rooms. For Rehab/Remodel Property and Parking Lot Property, the Special Tax will be based on the Parcel Square Footage.

Landowner Petition
CFD No. 2024-01
C. MAXIMUM SPECIAL TAX
Land
Use
Class

1. Developed Property, Rehab/Remodel Property, and Parking Lot Property a. Maximum Special Tax
The Maximum Special Tax for Fiscal Year 2023-2024 for each Land Use Class is shown below in Table 1.

TABLE 1
Maximum Special Tax for Developed Property, Rehab/Remodel Property, and Parking Lot Property
For Fiscal Year 2023-2024
Description
1 Single Family Residential Property
2 Multi -Family Residential Property
3 Non -Retail Commercial Property
4 Retail Commercial Property
5 Office Property
6 Industrial Property
7 Hotel/Motel Property
8 Rehab/Remodel Property
9 Parking Lot Property
Maximum Special Tax
$0.2996 per square
$0.2074 per square
$0.2996 per square
$0.2996 per square
b. Increase in the Maximum Special Tax
$318.00 per dwelling unit
$293.00 per dwelling unit
foot of Non -Residential Floor Area
foot of Non -Residential Floor Area
foot of Non -Residential Floor Area
foot of Non -Residential Floor Area
$230.00 per Hotel/Motel Room
$0.0765 per Parcel Square Foot
$0.0665 per Parcel Square Foot
On each July 1, commencing on July 1, 2024, the Maximum Special Tax for Developed Property, Rehab/Remodel Property, and Parking Lot Property shall be increased based on the percentage change in the Consumer Price

Landowner Petition
CFD No. 2024-01
Index with a maximum annual increase of six percent (6%) and a minimum annual increase of two percent (2%) per Fiscal Year.
c. Multiple Land Use Classes
In some instances, an Assessor's Parcel of Developed Property may contain more than one Land Use Class. The Maximum Special Tax for such Assessor's Parcel shall be the sum of the Maximum Special Tax for all Land Use Classes located on that Assessor's Parcel. The CFD Administrator's allocation to each type of property shall be final.

2. Undeveloped Property and Existing Building/Structure Property The Special Tax shall not be levied on Undeveloped Property and Existing Building/Structure Property not classified as Rehab/Remodel Property or Parking Lot Property.

D. METHOD OF APPORTIONMENT OF THE SPECIAL TAX
Commencing with Fiscal Year 2023-2024 and for each following Fiscal Year, the Council shall determine the Special Tax Requirement for Services and shall levy the Special Tax until the total Special Tax levy equals the Special Tax Requirement for Services. The Special Tax shall be levied each Fiscal Year as follows:

The Special Tax shall be levied Proportionately on each Assessor's Parcel of Developed Property, Rehab/Remodel Property, and Parking Lot Property at up to 100% of the Maximum Special Tax.

E. EXEMPTIONS
No Special Tax shall be levied on Public Property, Property Owner Association Property, or any Assessor's Parcel that has a Welfare Exemption. However, should an Assessor's Parcel no longer be classified as Public Property, Property Owner Association Property, or have a Welfare Exemption, its tax-exempt status will, without the necessity of any action by the Council, terminate.

F. PREPAYMENT OF SPECIAL TAX
Prepayment of the Special Tax is not authorized.

G. APPEALS/INTERPRETATION
Any landowner or resident may file a written appeal of the Special Tax levied on his/her

Landowner Petition
CFD No. 2024-01
property with the CFD Administrator, provided that the appellant is current in his/her payments of Special Taxes. During the pendency of an appeal, all Special Taxes previously levied must be paid on or before the payment date established when the levy was made. The appeal must specify the reasons why the appellant claims the Special Tax is in error. The CFD Administrator shall review the appeal, meet with the appellant if the CFD Administrator deems necessary, and advise the appellant of its determination. If the CFD Administrator agrees with the appellant, the CFD Administrator shall eliminate or reduce the Special Tax on the appellant's property and/or provide a refund to the appellant. If the CFD Administrator disagrees with the appellant and the appellant is dissatisfied with the determination, the appellant then has 30 days in which to appeal to the Council by filing a written notice of appeal with the Council, provided that the appellant is current in his/her payments of Special Taxes. The second appeal must specify the reasons for the appellant's disagreement with the CFD Administrator's determination. The CFD Administrator may charge the appellant a reasonable fee for processing the appeal.

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.

H. MANNER OF COLLECTION
The Special Tax will be collected in the same manner and at the same time as ordinary ad valorem property taxes; provided, however, that CFD No. 2024-1 may directly bill the Special Tax, may collect Special Taxes at a different time or in a different manner if necessary to meet its financial obligations, and may covenant to foreclose and may actually foreclose on delinquent Assessor's Parcels as permitted by the Act.

I. TERM OF SPECIAL TAX
The Special Tax shall be levied as long as necessary to meet the Special Tax Requirement for Services.

PETITION REQUESTING ANNEXATION INTO

CITY OF PLACENTIA ASSESSMENT DISTRICT

AND CONSENTING TO ASSESSMENT
The undersigned hereby declare(s) as follows:

1. He is the owner of the properties identified at the end of the petition (the "Properties") or are authorized to submit this document on behalf of the owner of the Properties.

2. No other persons or entities are required to execute this petition for it to be an effective petition with respect to the Properties.

3. He requests that the Properties be annexed to the Community Facilities District No. 2024- 01 (Old Town Maintenance Services) of the City of Placentia ("Community Facilities District No. 2024-01" or "District").

4. Pursuant to Section 22608 of the Streets and Highways Code, he waives any requirement for resolutions, report, notices of hearing, and right of majority protest with respect to the requested annexations.

5. He understand that, upon annexation, the Properties will be subject to annual assessments in connection with the District. These assessments will be collected annually on the County property tax bill and are in addition to the general property tax and any other taxes, fees or assessments to which the Properties are subject. He consents to the assessments.

6. With respect to the imposition of the assessments, he waives his or her rights, if any, to notice, protest, hearing, and assessment ballot proceeding pursuant to Article XIII D, Section 4 of the California Constitution, Sections 53750 et seq. of the Government Code, or any other applicable law. He specifically states that an assessment ballot proceeding were conducted in connection with the assessment against the Properties, he would not cast a ballot in opposition to the assessment.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing is true and correct.

Printed Name of Property Owner:

Signature: Date: 1 — 1 — Z-1
Printed Name of Property Owner:

Signature:
!GE/4)1•1
1 17,Nfo c,
/� _ Date: l— q(- 202 4

Description of the Properties
Legal Description
Real property in the City of Placentia, County of Orange, State of California, described as follows:
132 South Bradford Avenue, Placentia, CA

THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE CITY OF PLACENTIA, COUNTY OF ORANGE, STATE OF CALIFORNIA, AND IS DESCRIBED AS FOLLOWS:

PARCEL 1 OF PARCEL MAP NO. 2002-183, IN THE CITY OF PLACENTIA, COUNTY OF ORANGE, STATE OF CALIFORNIA AS SHOWN ON A MAP FILED IN BOOK 343, PAGES 48 AND 49 OF PARCEL MAPS, RECORDS OF ORANGE COUNTY, CALIFORNIA.

APN: 339-052-27

SHEET 1 OF 2
Assessor Parcels In the City of Placentia
Community Facilities District No 2023-1
(Old Town Maintenance Services):
339-052-27
P ep,xed by DTA

PROPOSED BOUNDARIES OF

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT NO. 2024-1
(OLD TOWN MAINTENANCE SERVICI ,

CITY OF PLACENTIA, COUNTY OF ORANGE

STATE OF CALIFORNIA
Assessor Parcels in the Future Annexation Area of City of Placentia Community Families District No. 2023-1 (04 Town Maintenance Services). 339-052-14 339-355-08 339-365-04 339-392-04
339-052-15 339-355-09 339-365-05 339-392-05
339-052-16
339-052-17
339-052-18
339-052-19
339-052-20
339-052-21
339-052-24
339.052-26
339-052-27
339-D52-28
339-052-29
339-061-01
339.061-02
339061-03
339-061-04
339-061-05
339-061-06
339-061-07
338.061-08
339.061-09
339-061-10
339-061-11
339-061-12
339-061-13
339-061-14
339-061-15
339-061-16
339-061-17
339-355-02
339-355-03
339-355-04
339-355-05
339-355-06
339-355-07
339-355-10
339-355-11
339-355-12
339-355-13
339-355-14
339-355-15
339-355-16
339-355-17
339-355-18
339-355-19
339-355-20
339-355-22
339.362-05
339-362-06
339-363-09
339-363-10
339-383-11
339-363-12
339-363-13
339.363.18
339-363-17
339-363-18
339-363-19
339-363-29
339-364-10
339-364-11
339-364-12
339-364-13
339-364-14
339-364-15
339-364-16
339-365-01
339-365-02
339-365-03
339-365-06
339-365-07
339-365-05
339-365-09
339-365-10
339-365-15
339.365-16
339-365-17
339-365-18
339-365-19
339-365-20
339-365-21
339-365-22
339-365-23
339-365-25
339-365-26
339-365-27
339-391-01
339-391-02
339-391-03
339-391-04
339-391-05
339.391-06
339-391-09
339-391-10
339-391-11
339-391-12
339-391-13
339-391-14
339-391-15
339-391-16
339-392-01
339-392-02
339.392.03
339-392-06
339-392-07
339-392-08
339-392-09
339-392-10
339-392-11
339-392-12
339-392-13
339-392-14
339-392-15
339-392-16
339-392-17
339-392-18
339-392-19
339-392-20
339-392-21
339-392-22
339-393-01
339-393-02
339-393-03
339-393-04
339-393-05
339-393-06
339-393-07
339-393-08
339-393-09
339-393-10
339-394-01
339-394-02
339-394-03
339-394-04
339-394-05
339-394-06
339-394-07
(1) Filed in the office of the City Clerk of the City of Placentia the day of . 2024.
(2)
City Clerk,
City of Placentia
I hereby certify that the within map showing the proposed boundaries of City of Placentia Community Facllitles
District No. 2023-1 (Old Town Maintenance Services). City of Placentia, County of Orange. Stale of California. was approved by the City Council of the City o1 Placentia at a regular meeting thereof, held on the day of
2024, by its Resolution No,
City Clerk,
City of Placentia
(3) Flied this day of , 2024, at the hour of
_
o'clock _ m, in Book _ of Maps of
Assessment and Community Facilities Districts at Page
and as Instrument No.
, in tho office of the County
Recorder In the County of Orange, State of California, at the request of the City of Placentia.

Hugh Nguyen
Clerk -Recorder, County of Orange
By
Deputy Recorder
Fee.

Exempt Recording Requested, per CA Government Code §27383 Vicinity Map Depicting Properties to be Annexed into Assessment District «V» 1NUIAIHDVI1V

SHEET 2 OF 2
MON
ti

PROPOSED BOUNDARIES OF

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT NO. 2024-1
(OLD TOWN MAINTENANCE SERVICL_,

CITY OF PLACENTIA, COUNTY OF ORANGE

STATE OF CALIFORNIA
Reference is hereby made to the Assessor maps
of the County of Orange for a description of the
lines and dimensions of these parcels.

LEGEND
Proposed Boundaries of City of Placentia
Community Facilities District 2023-1 (Old
Town Maintenance Services)
Future Annexation Area
Prepared by DTA

RESOLUTION NO. R-2024-04

RESOLUTION OF INTENTION OF THE CITY COUNCIL OF

THE CITY OF PLACENTIA TO ESTABLISH COMMUNITY
FACILITIES DISTRICT NO. 2024-01 (OLD TOWN

MAINTENANCE SERVICES) OF THE CITY OF PLACENTIA

AND TO AUTHORIZE THE LEVY OF A SPECIAL TAX
WITHIN COMMUNITY FACILITIES DISTRICT NO. 2024-01
(OLD TOWN MAINTENANCE SERVICES) OF THE CITY OF

PLACENTIA
A. Recitals.
(i). The City Council ("Council") of the City of Placentia ("City") has received a petition ("Petition") requesting the institution of proceedings for the formation of a community facilities district pursuant to the Mello -Roos Community Facilities Act of 1982, as amended, commencing with § 53311 of the California Government ("Act"). (ii). The Council has determined that the Petition complies with the requirements of California Government Code § 53318 and now intends to form Community Facilities District No. 2024-01 of the City of Placentia. (iii). The Council desires to adopt this resolution of intention as provided in § 53321 of the Act to establish a community facilities district consisting of the territory described in Exhibit "A" hereto and incorporated herein by this reference, which the Council hereby determines shall be known as "Community Facilities District No. 2024- 01 (Old Town Maintenance Services) of the City of Placentia" ("Community Facilities District No. 2024-01" or "District") pursuant to the Act to finance (1) the public services described in Exhibit "B" hereto and incorporated herein by this reference ("Services"); and (2) the incidental expenses to be incurred in connection with financing the Services and forming and administering the District ("Incidental Expenses"). (iv). It is the intention of the Council to consider financing the Services and the Incidental Expenses through the formation of Community Facilities District No. 2024- 01 and the levy of a special tax therein to pay for the Services and the Incidental Expenses, provided that the special tax levies are approved at an election to be held within the District.

B. Resolution.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PLACENTIA DOES HEREBY FIND, DETERMINE AND RESOLVE AS FOLLOWS:

1. In all respects as set forth in the Recitals, Part A., of this Resolution.

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 as described in Exhibit "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. The proposed boundaries of the District are depicted on the map of the proposed Community Facilities District No. 2024-01 which is on file in the office of the City Clerk entitled "Proposed Boundaries, Community Facilities District No. 2024-01 of the City of Placentia" which map indicates by a boundary line the extent of the territory included in the proposed community facilities district and shall govern for all details as to the extent of Community Facilities District No. 2024-01. On the original and one (1) copy of the map of said Community Facilities District No. 2024-01 on file in the City Clerk's office, the City Clerk shall endorse the certificate evidencing the date and adoption of this resolution. The City Clerk shall file the original of such map in his office and, within fifteen (15) days after the adoption of this Resolution, and shall file a copy of such map so endorsed in the records of the County Recorder, County of Orange, State of California, all as required by § 3111 of the California Streets and Highways Code.

3. The name of the proposed City of Placentia Community Facilities District shall be "Community Facilities District No. 2024-01 (Old Town Maintenance Services) of the City of Placentia."

4. The Services proposed to be provided and financed by Community Facilities District No. 2024-01 are described on Exhibit "B" attached hereto. The cost of providing the Services includes "Incidental Expenses," which include expenses to be incurred in connection with the determination of the amount of the levy of the special tax, the collection of the special tax including the expenses of collecting delinquencies, the payment of salaries and benefits of any City employee whose duties are directly related to the administration of the District, and costs otherwise incurred in order to carry out the authorized purposes of the District. The Council hereby finds and determines that the description of the Services herein is sufficiently informative to allow taxpayers within the proposed District to understand what the funds may be used to finance. The City Council hereby finds that the proposed Services are necessary to meet increased demands placed upon the City as a result of development occurring in Community Facilities District No. 2024-01.

5. Except where funds are otherwise available, it is the intention of the City Council to levy annually in accordance with procedures contained in the Act a special tax within the District, secured by recordation of a continuing lien against all nonexempt real property in the District, sufficient to pay for the Services and Incidental Expenses.

The rate and method of apportionment and manner of collection of the special tax within the District is described in detail in Exhibit "C" attached hereto and incorporated herein by this reference. Exhibit "C" allows each landowner within the District to estimate the maximum amount 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 the District all amounts, if any, transferred to the District pursuant to § 53314 of the Act and interest thereon.

6. If special taxes of the District are levied against any parcel used for private residential purposes, (i) the maximum special tax rate shall not be increased over time except that it may be increased by an amount not to exceed the greater of five percent (5%) or the annual percentage increase, if any, of the All Urban Consumers Consumer Price Index ("CPI"). The annual CPI used shall be for the area of Los Angeles — Long Beach — Anaheim, CA as determined by the Bureau of Labor Statistics for the twelve (12) months ending the preceding December 31 to the extent permitted in the rate and method of apportionment; (ii) such tax shall be levied for a period not to exceed fifty (50) years commencing with Fiscal Year 2023-24, as further described in Exhibit "C" hereto; and (iii) under no circumstances will such special tax be increased as a consequence of delinquency or default by the owner of any other parcels within the District by more than ten percent (10%).

7. The special tax within the proposed District is based on the expected demand that each parcel of real property within the proposed District will place on the Services and on the benefit that each parcel derives from the Services. The City Council hereby determines that the proposed Services are necessary to meet the increased demand placed upon the City as a result of the revitalization of public infrastructure proposed for inclusion in the District. The City Council hereby determines the rate and method of apportionment of the special tax set forth in Exhibit "C" for the District to be reasonable.

The special tax is apportioned to each parcel on the foregoing basis pursuant to § 53325.3 of the Act and such special tax is not based upon the value or ownership of real property. In the event that a portion of the property within Community Facilities District No. 2024-01 shall become for any reason exempt, wholly or partially, from the levy of the special tax specified on Exhibit "C", the City Council shall, on behalf of Community Facilities District No. 2024-01, cause the levy to be increased, subject to the limitation of the maximum special tax for a parcel as set forth in Exhibit "C," to the extent necessary upon the remaining property within the District which is not delinquent or exempt in order to yield the special tax revenues required for the purposes described in § 5, above. The obligation to pay special taxes may be prepaid as set forth in Exhibit if C H

8. A public hearing (the "Hearing") on the establishment of Community Facilities District No. 2024-01, the proposed rate and method of apportionment of the special tax and the Incidental Expenses shall be held on March 5, 2024, at 7:00 o'clock p.m., or as soon thereafter as the matter may be heard, at the chambers of the City Council of the City of Placentia, 401 E. Chapman Avenue, Placentia, California 92870-6101. Should the City Council determine to form the District, a special election will be held within the District to authorize the levy of the special tax in accordance with the procedures contained in California Government Code § 53326. If held, the proposed voting procedure at the elections 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 District. Ballots for the special elections may be distributed by mail or by personal service.

9. At the time and place set forth above for the Hearing, any interested person, including all persons owning lands or registered to vote within the proposed District, may appear and be heard.

10. Each City officer who is or will be responsible for providing one or more of the proposed types of Services to be financed by Community Facilities District No. 2024-01, if it is established, hereby is directed to study the proposed community facilities district and, at or before the time of the above-mentioned Hearing, file a report ("Report") with the City Council, which is to be made a part of the record of the Hearing, containing a brief description of the Services that will in his or her opinion be required to adequately meet the needs of Community Facilities District No. 2024-01 and an estimate of the cost of providing those Services, including an estimate of the fair and reasonable cost of any Incidental Expenses to be incurred.

11. The City may accept advances of funds or work -in-kind from any sources, including, but not limited to, private persons or private entities, for any authorized purpose, including, but not limited to, paying the cost incurred in creating Community Facilities District No. 2024-01. 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.

12. The City Clerk is hereby directed to publish a notice ("Notice") of the Hearing pursuant to California Government Code § 6061 in a newspaper of general circulation published in the area of the proposed District. Such Notice shall contain the text of this Resolution, state 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 as provided in § 53324 of the Act and a description of the proposed voting procedure for the election required by the Act. Such publication shall be completed at least seven (7) days prior to the date of the Hearing.

13. The Mayor shall sign this Resolution, and the City Clerk shall attest and certify to the passage and adoption thereof.

APPROVED and ADOPTED this 23rd day of January, 2024.

JEREMY YAMAGUCHI, MAYOR
ATTEST:

ROBERT S. MCKINNELL, CITY CLERK

I, ROBERT S. MCKINNELL, CITY CLERK of the CITY OF PLACENTIA DO HEREBY CERTIFY that the foregoing Resolution No. was adopted at a regular meeting of the City Council held on the 23rd day of January 2024 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

ROBERT S. MCKINNELL, CITY CLERK
APPROVED AS TO FORM:

CHRISTIAN BETTENHAUSEN, CITY ATTORNEY

SHEET 1 OF 2
Asse Fact. Parcels In the City o1 Placentia
Community Facilities Dimino' No. 2023-1
Mk' Town Mekasoance Serricesk
339-052-27
Prw.rm, by CTA

PROPOSED BOUNDARIES OF

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT NO. 2024-1
(OLD TOWN MAINTENANCE SERVICES)

CITY OF PLACENTIA, COUNTY OF ORANGE

STATE OF CALIFORNIA
Assessor Par s1s
Community Facilities
339.052.14
339-052-15
339-052-16
339.052.17
339-052-18
339-052-19
339-052-20
339.052.21
339-052-24
339-052-26
339-052-27
339.052.28
339-052-29
339-061-01
339-061-02
339-061-03
339-061-04
339.061-05
339-061-06
339-061-07
339-061-08
339.061-09
339.061.10
339-061.11
339.061.12
339-061-13
339.061.14
339.061.15
339.061.16
339-061-17
339.35542
339-355-03
339.355-04
339-355-05
339-355-06
339-35547
n the Future Annexation Area of City of Place rifle
District No. 2W3-1 LOd Town Nlai-oanance Seryrcesl'
335-355-08 335-365-04 339-392-04
339-355-99 339-365-05
339-355-10 339-365-09
339-355.11 339-365-07
339-355-12
339-355-13
339-355-14
339-355.15
339-355-16
339-355-17
339-355.18
335-355-19
339-355-20
339-355-22
339-362-05
335-362-06
339-363-09
339-363-10
330-363-11
339-363-12
339-363-13
339-363-16
339-363.17
339-363-18
339-363-19
339-363-29
335-364-10
339-364-11
339-364-12
339-384-13
333-36414
339-364.15
339-364-16
339-365-01
339-365-02
339-365-03
339-365-09
339365.09
339-365-13
339-365.15
339-365-15
339365-17
339365.10
335365-19
339455-23
339365-21
339365-22
339-365-23
339-365-25
339-365-25
339355.27
339-391-01
339391-02
339-391-03
339391-04
339-391-05
339-391-013
339-391-09
339391-13
339-391-11
359-391-12
339-391-13
339-3391-14
339-391-15
339-391-15
339-392-01
339-392-02
339-392-03
339392-05
339392-06
339-392-07
339-392-05
339392-09
339392-10
339392-11
339492-12
339392-13
339-392-14
339392-15
339-092-16
339392-17
339-392-18
339392-19
339492-20
339-392-21
339-392-22
339393-01
339-393-02
339-393-03
33939344
33939345
339393-06
339-39347
339393-08
33949349
339393-10
339-394-01
339394-02
339-39443
339494-04
339-394-05
339-394416
339-394-07
(1J Filed in the office of the City Clerk of the City of Placentia tie _ day of 2024.
(21
City Clerk,
City of Placentia
I hereby cerlity taillike within map showing the proposed boundaries of City of Placentia Community FacIlltles
District No. 2029-1 (Old Town Maintenance Services), City of Placentia, County of Orange, State of California, was approved by the City Cauncll of the City of PIeaenlia at a regular meeting thereof, held on the day of
2024, by ItsResolutlon No- -
City C erk.

City of Placentia
(3) Filed this day of , 2024, at the hour of
_ o'clock _ m, 9, Book _ of Maps of
Assessment and Community Facilities Districts at Page
and as Instrument No-
, in the office of the County
Retarder Mine Courty of Orange, State of California, at the request of the City of Placentia.

Hugh Nguyen
Clel-Recorder, County of Orange
By
Deputy Recorder
Fee
Exempt Recording Requested, aer CA Government Code §27393 0 Q
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SHEET 2 OF 2

PROPOSED BOUNDARIES OF

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT NO. 2024-1
(OLD TOWN MAINTENANCE SERVICES)

CITY OF PLACENTIA, COUNTY OF ORANGE

STATE OF CALIFORNIA
.
woo

SACKS LANE
Reference is hereby made to the Assessor maps
of the Ccunty of Orange for a description of the
lines and dimensions Of these parcels.

LEGEND
Proposed Boundaries of City of Placentia
community Facilities District 2023-1 (Old
Town Maintenance Services)
Future Annexation Area
Prepared by DTA

EXHIBIT B

DESCRIPTION OF SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2024-1, as provided by Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing and/or replacing landscaped areas (and may include reserves for replacement) in public street rights-of-way, utility repairs, public infrastructure/fixtures, street maintenance, signage, public landscaping, public open spaces and other similar landscaped areas officially dedicated for public use within the boundaries of CFD No. 2024-1. These services include the following:
a) Maintenance and lighting of parkways, streets, roads, public parking lots and open space, which maintenance and lighting services may include, without limitation, furnishing of electrical power to streetlights; repair and replacement of damaged or inoperative light bulbs, fixtures and standards; and b) Maintenance (including irrigation and replacement) of landscaping vegetation and trees situated on or adjacent to parkways, streets, roads, public parking lots and open space. Maintenance and repair of irrigation facilities; planting, replanting, mowing, trimming, irrigation and fertilization of grass, trees, shrubs, and other plants and vegetation; and
c) Maintenance and replacement of public signage and wayfinding signage, directional signage; and
d) Graffiti removal from and maintenance and repair of public structures situated on parkways, streets, roads, public parking lots and open space; and e) Furnishing, maintenance, repair or replacement of equipment, apparatuses, fixtures or facilities situated in areas within the boundaries of CFD No. 2024-1; and f) Maintenance and operation of water quality improvements which include storm drainage and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts and similar facilities. Maintenance services may include, but are not limited to, the repair, removal or replacement of all or part of any of the water quality improvements within the public right-of-way; clearing of inlets and outlets; erosion repairs; and cleanup to improvements, and other items necessary for the maintenance; and
Public street sweeping and refuse services on the segments of the arterials within the boundaries of CFD No. 2024-1.
g)
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. 2024-1 or for the benefit of the properties within the boundaries of CFD No. 2024-1, 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. 2024-1. This includes paying the salaries and benefits of personnel necessary or convenient to provide the services; payment of insurance costs and other

related expenses; and the provision of reserves for repairs, replacements, and for the future provision of services. It is expected that the services will be provided by the District, either with its own employees or by contract with third parties, or any combination thereof.

EXHIBIT C
Rate and Method of Apportionment

RATE AND METHOD OF APPORTIONMENT FOR

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT NO. 2024-1
(OLD TOWN MAINTENANCE SERVICES)
A Special Tax as hereinafter defined shall be levied on all Assessor's Parcels in City of Placentia Community Facilities District No. 2024-1 ("CFD No. 2024-1") and collected each Fiscal Year commencing in Fiscal Year 2023-2024, in an amount determined by the City Council of the City of Placentia through the application of the Rate and Method of Apportionment as described below. All of the real property in CFD No. 2024- 1, unless exempted by law or by the provisions hereof, shall be taxed for the purposes, to the extent and in the manner herein provided.

A. DEFINITIONS
The terms hereinafter set forth have the following meanings:
"Acre" or "Acreage" means the land area of an Assessor's Parcel as shown on an Assessor's Parcel Map, or if the land area is not shown on an Assessor's Parcel Map, the land area shown on the applicable final map, parcel map, condominium plan, or other recorded County parcel map. "Act" means the Mello -Roos Community Facilities Act of 1982, as amended, being Chapter 2.5, Division 2 of Title 5 of the Government Code of the State of California. "Administrative Expenses" means the following actual or reasonably estimated costs directly related to the administration of CFD No. 2024-1: 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 of collecting the Special Taxes (whether by the County or otherwise); 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. 2024-1 or any designee thereof related to an appeal of the Special Tax; and the City's annual administration fees and third party expenses.

"CFD No. 2024-1" means the City of Placentia Community Facilities District No. 2024-1 (Old Town Maintenance Services).
"City" means the City of Placentia.
"Consumer Price Index" means, for each Fiscal Year, the Consumer Price Index published by the U.S. Bureau of Labor Statistics for All Urban Consumers in the Los Angeles -Long Beach -Anaheim region, measured as of the month of December in the calendar year which ends in the previous Fiscal Year. In the event this index ceases to be published, the Consumer Price Index shall be another index as determined by the CFD Administrator that is reasonably comparable to the Consumer Price Index for the Los Angeles -Long Beach -Anaheim region. "Council" means the City Council of the City.
"County" means the County of Orange, California.
"Developed Property" means, for each Fiscal Year, all Taxable Property, excluding Existing Building/Structure Property, for which a building permit was issued after March 1, 2023 and prior to March 1 of the previous Fiscal Year for construction of a new building/structure.
"Existing Building/Structure Property" means, for each Fiscal Year, all Taxable Property, for which a building or structure existed on such property prior to March 1, 2023. "Fiscal Year" means the period starting July 1 and ending on the following June 30. "Hotel/Motel Property" means, for each Fiscal Year, all Assessor's Parcels of Non -Residential Property for which a building permit has been issued for building a non-residential structure that constitutes a place of lodging providing sleeping accommodations and related facilities for travelers. Such related facilities may include, but are not limited to, on-site restaurants, retail establishments, conference rooms/areas, etc.
"Hotel/Motel Rooms" means, for each Assessor's Parcel of Hotel/Motel Property, the number of hotel/motel rooms available for rent for the purpose of overnight lodging, as indicated on the building permit issued by the City. If such room data is not included on the building permit for an Assessor's Parcel of Hotel/Motel Property, then the CFD Administrator shall rely on the site plan or other reasonable data sources as determined by the CFD Administrator. "Industrial Property" means, for each Fiscal Year, all Assessor's Parcels of Non -Residential Property for which a building permit(s) was issued for construction of a non-residential structure(s) which is primarily used for: manufacturing, procession, fabricating, assembly, refining, repairing, packaging, or treatment of goods, material or produce; research and development; and/or warehousing and wholesale distribution of goods, material, or produce. "Maximum Special Tax" means the Maximum Special Tax, determined in accordance with Section C below, that can be levied in any Fiscal Year on any Assessor's Parcel of Taxable Property within CFD No. 2024-1.

"Multi -Family Residential Property" means any Assessor's Parcel of Residential Property for which one or more building permits have been issued for attached residential units, all of which are made available for rental, but not purchase, by the general public. "Non -Residential Floor Area" means, for Non -Residential Property, the total square footage of enclosed area within the perimeter of a non-residential structure located on such property, not including any space devoted to vehicle parking, walkway, overhang, patio, and areas incident thereto for which a building permit for new construction was issued after March 1, 2023 and prior to March 1 of the previous Fiscal Year. The determination of Non -Residential Floor Area shall be made by reference to the building permit(s) issued for such Assessor's Parcel, or if square footage is not available from this source, as otherwise determined by the CFD Administrator. "Non -Residential Property" means, for each Fiscal Year, all Developed Property for which a building permit(s) was issued for the construction of a new building/structure with a non- residential use.
"Non -Retail Commercial Property" means all Assessor's Parcels of Non -Residential Property not considered (i) Hotel/Motel Property, (ii) Industrial Property, (iii) Retail Commercial Property, or (iv) Office Property.
"Office Property" means, for each Fiscal Year, all Assessor's Parcels of Non -Residential Property for which a building permit(s) was issued for construction of a non-residential structure(s) which is primarily used for: general, professional, and/or medical office space. "Parcel Square Foot" or "Parcel Square Footage" means the land area, or Acreage multiplied by 43,560, 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.
"Parking Lot Property" means, for each Fiscal Year, Assessor's Parcels 339-394-06 and 339-394-07 as designated on the Assessor's Parcel Map at the time of formation of CFD No. 3-1 and any other Assessor's Parcel that is not Public Property and for which a building permit has been issued for the construction of, or on which is located a garage, parking lot, or parking structure, as of March 1 of the prior Fiscal Year, and on which is located no other Developed Property, as determined by the CFD Administrator. "Property Owner Association Property" means, for each Fiscal Year, any Assessor's Parcel within the boundaries of CFD No. 2024-1 that was owned by a property owner association, including any master or sub -association, as of March 1 of the prior Fiscal Year. "Proportionately" means, for Developed Property, Rehab/Remodel Property, and Parking Lot Property that the ratio of the actual Special Tax levy to the Maximum Special Tax is equal for all Developed Property, Rehab/Remodel Property, and Parking Lot Property. "Public Property" means, for each Fiscal Year, any property within the boundaries of CFD No. 2024-1 that is (i) used for rights-of-way or any other purpose and is owned by or irrevocably

offered for dedication to the federal government, the State of California, the County, the City or any other public agency as of March 1 of the prior Fiscal Year or (ii) encumbered by an unmanned utility easement making impractical its utilization for other than the purpose set forth in the easement as of March 1 of the prior Fiscal Year, provided however that any property leased by a public agency to a private entity and subject to taxation under Section 53340.1 of the Act shall be taxed and classified in accordance with its use.
"Rehab/Remodel Property" means all Assessor's Parcels of Existing Building/Structure Property for which a building permit with a construction valuation greater than $25,000, as determined by the CFD Administrator, was issued after March 1, 2023 and prior to March 1 of the previous Fiscal Year to rehabilitate or remodel Existing Building/Structure Property. "Residential Property" means all Developed Property for which a building permit has been issued for purposes of constructing one or more residential dwelling units. "Retail Commercial Property" means all Assessor's Parcels of Non -Residential Property for which the building permit was issued for a retail sales tax generating use or which is being used primarily for a retail sales tax generating use, as determined by the CFD Administrator, and not considered (i) Hotel/Motel Property, (ii) Industrial Property, or (iii) Office Property. "Single Family Residential Property" means any Assessor's Parcel of Residential Property not considered Multi -Family Residential Property.
"Special Tax" means the special tax to be levied in each Fiscal Year on each Assessor's Parcel of Taxable Property to fund the Special Tax Requirement for Services. "Special Tax Requirement for Services" means that amount required in any Fiscal Year to: (i) pay directly for annual maintenance services that are authorized to be financed by CFD No. 2024-1; (ii) pay Administrative Expenses; less (iii) a credit for funds available to reduce the annual Special Tax levy, as determined by the CFD Administrator.
"State" means the State of California.
"Taxable Property" means all of the Assessor's Parcels within the boundaries of CFD No. 2024-1 which are not exempt from the Special Tax pursuant to law or Section E below. "Undeveloped Property" means, for each Fiscal Year, all Taxable Property not classified as Developed Property, Rehab/Remodel Property, Parking Lot Property, Taxable Property Owner Association Property or Taxable Public Property.
"Welfare Exemption" means, for each Fiscal Year, any Assessor's Parcel that is used exclusively for charitable, hospital, or religious purposes and that has a property tax welfare exemption as indicated in the County's assessor's roll finalized as of the last preceding January 1.

subject to Special Taxes in accordance with the rate and method of apportionment determined pursuant to Sections C and D below.

C. MAXIMUM SPECIAL TAX

1. Developed Property, Rehab/Remodel Property, and Parking Lot Property a. Maximum Special Tax
The Maximum Special Tax for Fiscal Year 2023-2024 for each Land Use Class is shown below in Table 1.

TABLE 1
Maximum Special Tax for Developed Property, Rehab/Remodel Property, and Parking Lot Property
For Fiscal Year 2023-2024
Land
Use
Class
Description
Maximum Special Tax

1. Single Family Residential Property
2 Multi -Family Residential Property
3 Non -Retail Commercial Property
4 Retail Commercial Property
5 Office Property
6 Industrial Property
7 Hotel/Motel Property
8 Rehab/Remodel Property
9 Parking Lot Property
$318.00 per dwelling unit
$293.00 per dwelling unit
$0.2996 per square foot of Non -Residential Floor Area
$0.2074 per square foot of Non -Residential Floor Area
$0.2996 per square foot of Non -Residential Floor Area
$0.2996 per square foot of Non -Residential Floor Area
$230.00 per Hotel/Motel Room
$0.0765 per Parcel Square Foot
$0.0665 per Parcel Square Foot

b. Increase in the Maximum Special Tax
On each July 1, commencing on July 1, 2024, the Maximum Special Tax for Developed Property, Rehab/Remodel Property, and Parking Lot Property shall be increased based on the percentage change in the Consumer Price Index with a maximum annual increase of six percent (6%) and a minimum annual increase of two percent (2%) per Fiscal Year.
c. Multiple Land Use Classes
In some instances, an Assessor's Parcel of Developed Property may contain more than one Land Use Class. The Maximum Special Tax for such Assessor's Parcel shall be the sum of the Maximum Special Tax for all Land Use Classes located on that Assessor's Parcel. The CFD Administrator's allocation to each type of property shall be final.

The Special Tax shall be levied Proportionately on each Assessor's Parcel of Developed Property, Rehab/Remodel Property, and Parking Lot Property at up to 100% of the Maximum Special Tax.

F. PREPAYMENT OF SPECIAL TAX
Prepayment of the Special Tax is not authorized.

G. APPEALS/INTERPRETATION
Any landowner or resident may file a written appeal of the Special Tax levied on his/her property with the CFD Administrator, provided that the appellant is current in his/her payments of Special Taxes.

During the pendency of an appeal, all Special Taxes previously levied must be paid on or before the payment date established when the levy was made. The appeal must specify the reasons why the appellant claims the Special Tax is in error. The CFD Administrator shall review the appeal, meet with the appellant if the CFD Administrator deems necessary, and advise the appellant of its determination.

If the CFD Administrator agrees with the appellant, the CFD Administrator shall eliminate or reduce the Special Tax on the appellant's property and/or provide a refund to the appellant. If the CFD Administrator disagrees with the appellant and the appellant is dissatisfied with the determination, the appellant then has 30 days in which to appeal to the Council by filing a written notice of appeal with the Council, provided that the appellant is current in his/her payments of Special Taxes. The second appeal must specify the reasons for the appellant's disagreement with the CFD Administrator's determination. The CFD Administrator may charge the appellant a reasonable fee for processing the appeal.

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.

I. TERM OF SPECIAL TAX
The Special Tax shall be levied as long as necessary to meet the Special Tax Requirement for Services.

RESOLUTION NO. R-2024-05

RESOLUTION OF INTENTION OF THE CITY COUNCIL OF

THE CITY OF PLACENTIA TO ALLOW FOR FUTURE

ANNEXATION OF TERRITORY TO THE CITY OF
PLACENTIA COMMUNITY FACILITIES DISTRICT NO.
2024-01 (OLD TOWN MAINTENANCE SERVICES)
A. Recitals.
(i) The City Council ("Council") of the City of Placentia, California, ("City"), desires to provide for the authorization to annex territory in the future to a community facilities district proposed to be established pursuant to the terms and provisions of the "Mello -Roos Community Facilities Act of 1982", being Chapter 2.5, Part I, Division 2, Title 5 of the Government Code of the State of California, and specifically Article 3.5 thereof. The community facilities district has been designated as City of Placentia Community Facilities District No. 2024-01 (Old Town Maintenance Services) ("Community Facilities District No. 2024-01" or "District"); (ii). The City Council has determined it to be within the public interest and convenience to establish a procedure to allow and provide for future annexations to the District and further to specify the amount of special taxes that would be levied and set forth the terms and conditions for certification of any annexation in the future; (iii). The territory proposed to be annexed in the future shall be known as "City of Placentia Community Facilities District No. 2024-01 (Old Town Maintenance Services) (Future Annexation Area)" (the "Future Annexation Area"), and a map showing the territory proposed to be annexed in the future will be submitted and approved as part of these proceedings and a copy thereof shall be kept on file with the transcript of these proceedings.

B. Resolution.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PLACENTIA DOES HEREBY FIND, DETERMINE AND RESOLVE AS FOLLOWS:

1. In all respects as set forth in the Recitals, Part A., of this Resolution.

2. These proceedings for future annexation of territory to the District are authorized and initiated by this legislative body pursuant to the authorization of California Government Code § 53339.2.

3. This City Council hereby determines that the public convenience and necessity requires and this City Council further declares its intention to provide for the establishment of a procedure to allow and authorize territory to be annexed in the future 1 to Community Facilities District No. 2024-01 in order to finance the costs and expenses for the authorized Old Town Maintenance Services.

4. A future annexation area is proposed to be established under the terms of the Act. It is further proposed that the boundaries of the future annexation area shall be as described on the map designated as "Map of Proposed Boundaries of City of Placentia Future Annexation Area of Community Facilities District No. 2024-01 (Old Town Maintenance Services) " and attached hereto as Exhibit "A" and incorporated herein by this reference. Acopyof said map shall be kept on file in the Office of the City Clerk and shall remain open for public inspection.

5. The name of the District is City of Placentia Community Facilities District No. 2024-01 (Old Town Maintenance Services)," and the designation for the Future Annexation Area shall be "City of Placentia Community Facilities District No. 2024-01 (Old Town Maintenance Services) (Future Annexation Area)".

6. The Services proposed to be provided and financed by Community Facilities District No. 2024-01 are described on Exhibit "B" attached hereto. The services are in addition to those provided in or required for the territory within Community Facilities District No. 2024-01 and will not be replacing services already available.

The same types of services, which are authorized to be financed by Community Facilities District No. 2024-01 are the types of services to be provided in the Future Annexation Area. If and to the extent possible such services shall be provided in common within Community Facilities District No. 2024-01 and the Future Annexation Area.

7. Except where funds are otherwise available, it is the intention of the City Council to levy annually in accordance with procedures contained in the Act a special tax within the boundaries of the Future Annexation Area, secured by recordation of a continuing lien against all nonexempt real property in such Future Annexation Area, sufficient to pay for the Services and Incidental Expenses. The rate and method of apportionment and manner of collection of the special tax within the boundaries of the Future Annexation Area is described in detail in Exhibit "C" attached hereto and incorporated herein by this reference. Exhibit "C" allows each landowner within the proposed Future Annexation Area to estimate the maximum amount 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 the District all amounts, if any, transferred to the District pursuant to§ 53314 of the Act and interest thereon.

The special tax proposed to be levied within the Future Annexation Area for services to be supplied within the Future Annexation Area shall be equal to the special tax levied to pay for the same services in Community Facilities District No. 2024-01, except that a higher or lower special tax may be levied within the Future Annexation Area to the extent that the actual cost of providing the services in the Future Annexation Area is higher or lower than the cost of providing those services in Community Facilities 2 District No. 2024 -01. Notwithstanding the foregoing, the special tax may not be levied at a rate which is higher than the maximum special tax authorized to be levied II pursuant to the RMA.

The special taxes herein authorized, to the extent possible, shall be collected in the same manner as ad valorem property taxes and shall be subject to the same penalties, procedure, sale and lien priority in any case of delinquency as applicable for ad valorem taxes. Any special taxes that may not be collected on the County tax roll shall be collected through a direct billing procedure by the Treasurer.

The maximum special tax rate in Community Facilities District No. 2024-01 shall not be increased as a result of the annexation of the Future Annexation Area to Community Facilities District No. 2024-01.

8. Annexation of territory in the future shall be effective upon the unanimous approval of such annexation by the owner or owners of any such parcel at the time the parcel is annexed and the vote by the qualified electors of such territory to authorize the levy of special taxes within such territory pursuant to the applicable Rate and Method, and no further public hearings or additional proceedings will be required to accomplish such annexation.

9. Notice is given that on the 5t" day of March, 2024, at the hour of 7:00 P.M., in the regular meeting place of the City Council, being the Council Chambers, located at 401 E. Chapman, Ave., Placentia, CA 92870, a public hearing will be held where this City Council will consider the authorization for the annexation of certain territory in the future to CFD No. 2024-01, the proposed rate and method of apportionment of the special taxes proposed to be levied within the future annexation area and all other matters as set forth in this resolution of intention.

At such public hearing, the testimony of all interested persons for or against the annexation of the future annexation area or the levying of the special taxes within the future annexation area will be heard and considered. Any protests may be made orally or in writing. However, any protests pertaining to the regularity or sufficiency of the proceedings shall be in writing and shall clearly set forth the irregularities or defects to which objection is made. All written protests shall be filed with the City Clerk on or before the time fixed for the public hearing. Written protest may be withdrawn at any time before the conclusion of the public hearing.

10. Notice of the time and place of the public hearing shall be given by the City Clerk by causing the publication of a Notice of Public Hearing in the legally designated newspaper of general circulation, such publication to be pursuant to Section 6061 of the Government Code, with such publication to be completed at least seven (7) days prior to the date set for the public hearing.

11. The Mayor shall sign this Resolution, and the City Clerk shall attest and certify to the passage and adoption thereof.
3 APPROVED and ADOPTED this 23rd day of January, 2024.

JEREMY YAMAGUCHI, MAYOR
ATTEST:

ROBERT S. MCKINNELL, CITY CLERK
I, ROBERT S. MCKINNELL, CITY CLERK of the CITY OF PLACENTIA DO HEREBY CERTIFY that the foregoing Resolution No. was adopted at a regular meeting of the City Council held on the 23rd day of January, 2024 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

APPROVED AS TO FORM:

CHRISTIAN BETTENHAUSEN,

CITY ATTORNEY
4 ROBERT S. MCKINNELL, CITY CLERK

SHEET 1 OF 2
Assessor Parcels In the City o1 Placentia
COMMA.' i[y No. 2023-1
E013 Town Maintenarce Serviceel:
339-052-27
Ppprpd y NTA

PROPOSED BOUNDARIES OF

CITY CF PLACENTIA
COMMUNITY FACILITIES DISTRICT NO. 2024-1
(OLD TOWN MAINTENANCE SERVICES)

CITY OF PLACENTIA, COUNTY OF ORANGE

STATE OF CALIFORNIA
Assessor Parcels In the Future Annexation Area of City of Placentia Commurily Facilities Lliz1' 11 No. 2023-1 (O d Town Mai tanence Servi mist' 339-052-14 338.355-08 339-365.04 338-392.04
339-052-15 339-355-09 339-365-05 339-392-05
339-052-16
339-052-17
339-052-18
339-052-19
339-052-20
339.052-21
339-052-24
339-052-26
339-052-27
339-052-28
339-052-29
339-061-01
339-061-02
339-061-03
339.061-04
339.061-05
339.051.06
339-061-07
339.061-08
339.061-09
339.051-10
339-061-11
339-061-12
329.061-13
339.081-14
339.061-15
339-061-16
939-061-17
339-355-02
339.355.03
339.355-04
339.355.05
339-355-06
339-355-07
339-355-10
338.365.11
339.355-12
339.355.13
339-355-14
336.355.15
339.356-18
339-355-17
335.355.15
338-355-19
339-355-20
339-355-22
339-362-05
339.362-05
339-363-09
339-363-10
339-363-11
339.363-12
339-363-13
339.36315
339-363-17
339-363-15
339-363-19
339-363-29
339.364-10
339-364-11
339-364-12
339-364-13
339-364-14
339-364-15
335.364-18
339-365-01
339-365-02
339-365-03
339-365-06 339-392-06
339-365-07 339-392-07
339-365.06
339-365-09
339-365-10
333365.15
339-365.16
339-365-17
339-365-18
339-365-19
339-365-20
333365-21
339-365-22
339-365.23
339-366.25
339-365-28
339-365-27
339-391.01
339-391-02
339-391-03
339-391-04
339-391-05
333391-06
339-391.09
339-391-10
339-391-11
339-391.12
339-391-13
339-391-14
339-391-15
339-391-16
339-392.01
339-392-02
339-382-03
339-392-08
338-392-09
339-392-10
339-392-11
339-392-12
339-392-13
339-392-14
339-392-15
339-392-16
339-392-17
338-392-18
339-392-19
339-392-20
339-392-21
339-392-22
339-393-01
339-393-02
339-393-03
339.393-04
339-393-05
338-393-06
339-393-07
339-393-08
339-393-09
339-393-10
339-394-01
339-394-02
339-394-03
339-384-04
339-394-05
333394-06
338-394-07
(1) Filed in the office of the City Clerk a5- the City of Placentia the _ day of . 2024.
(2)
City Clerk,
City of Placentia
I hereby certify that the within map shot' ng the proposed boundarles of City of Placer tla Community Facilities
District No. 2023-1 (Old Town Maintenance Services), City of Placentia, County of Orange, State of C9liromte, was approved 57 the City Council of the City of Placentia at a regular meeting 1•rereof, held on the day of
. 2024, by Its Resolution No.

City C erk.

City of Placentia
(3) Filed this _ day of , 2024, at the lour of
o'clock m, in Book _ of Maps of
Assessment and Comm nity Facilities Districts at Page
and a3 Instrument No.
, in the office a`theCounty
Recorder In the County of Orange, State of California, at the request of the City of Placentia.

Hugh Nguyen
Clerk -Recorder, Ccunly of Orange
By
Deputy Recorder
Fee
Exempt Recording Regjasted, Oar CA Government Code §27363 C')0
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SHEET 2 OF 2

PROPOSED BOUNDARIES OF

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT NO. 2024-1
(OLD TOWN MAINTENANCE SERVICES)

CITY OF PLACENTIA, COUNTY OF ORANGE

STATE OF CALIFORNIA
.
woo

BACKS LANE
Reference is hereby made to the Assessor maps
of the County of Orange for a description of the
lines and dimensions of these parcels.

LEGEND
Proposed Boundaries of City of Placentia
community Facilities District 2023-1 (Old
Town Maintenance Services)
Future Annexation Area
Prepared by DTA

EXHIBIT B

DESCRIPTION OF SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2024-1, as provided by Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing and/or replacing landscaped areas (and may include reserves for replacement) in public street rights-of-way, utility repairs, public infrastructure/fixtures, street maintenance, signage, public landscaping, public open spaces and other similar landscaped areas officially dedicated for public use within the boundaries of CFD No. 2024-1. These services include the following:
a) Maintenance and lighting of parkways, streets, roads, public parking lots and open space, which maintenance and lighting services may include, without limitation, furnishing of electrical power to streetlights; repair and replacement of damaged or inoperative light bulbs, fixtures and standards; and b) Maintenance (including irrigation and replacement) of landscaping vegetation and trees situated on or adjacent to parkways, streets, roads, public parking lots and open space. Maintenance and repair of irrigation facilities; planting, replanting, mowing, trimming, irrigation and fertilization of grass, trees, shrubs, and other plants and vegetation; and
c) Maintenance and replacement of public signage and wayfinding signage, directional signage; and
d) Graffiti removal from and maintenance and repair of public structures situated on parkways, streets, roads, public parking lots and open space; and e) Furnishing, maintenance, repair or replacement of equipment, apparatuses, fixtures or facilities situated in areas within the boundaries of CFD No. 2024-1; and f) Maintenance and operation of water quality improvements which include storm drainage and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts and similar facilities. Maintenance services may include, but are not limited to, the repair, removal or replacement of all or part of any of the water quality improvements within the public right-of-way; clearing of inlets and outlets; erosion repairs; and cleanup to improvements, and other items necessary for the maintenance; and
Public street sweeping and refuse services on the segments of the arterials within the boundaries of CFD No. 2024-1.
g)
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. 2024-1 or for the benefit of the properties within the boundaries of CFD No. 2024-1, 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. 2024-1. This includes paying the salaries and benefits of personnel necessary or convenient to provide the services; payment of insurance costs and other 7 related expenses; and the provision of reserves for repairs, replacements, and for the future provision of services. It is expected that the services will be provided by the District, either with its own employees or by contract with third parties, or any combination thereof. 8 EXHIBIT C
Rate and Method of Apportionment

RATE AND METHOD OF APPORTIONMENT FOR

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT NO. 2024-1
(OLD TOWN MAINTENANCE SERVICES)
A Special Tax as hereinafter defined shall be levied on all Assessor's Parcels in City of Placentia Community Facilities District No. 2024-1 ("CFD No. 2024-1") and collected each Fiscal Year commencing in Fiscal Year 2023-2024, in an amount determined by the City Council of the City of Placentia through the application of the Rate and Method of Apportionment as described below. All of the real property in CFD No. 2024- 1, unless exempted by law or by the provisions hereof, shall be taxed for the purposes, to the extent and in the manner herein provided.

A. DEFINITIONS
The terms hereinafter set forth have the following meanings:
"Acre" or "Acreage" means the land area of an Assessor's Parcel as shown on an Assessor's Parcel Map, or if the land area is not shown on an Assessor's Parcel Map, the land area shown on the applicable final map, parcel map, condominium plan, or other recorded County parcel map. "Act" means the Mello -Roos Community Facilities Act of 1982, as amended, being Chapter 2.5, Division 2 of Title 5 of the Government Code of the State of California. "Administrative Expenses" means the following actual or reasonably estimated costs directly related to the administration of CFD No. 2024-1: 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 of collecting the Special Taxes (whether by the County or otherwise); 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. 2024-1 or any designee thereof related to an appeal of the Special Tax; and the City's annual administration fees and third party expenses.

Administrative Expenses shall also include amounts estimated or advanced by the City or CFD No. 2024-1 for any other administrative purposes of CFD No. 2024-1. "Assessor's Parcel" means a lot or parcel shown in 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.
"CFD Administrator" means an official of the City, or designee thereof, responsible for determining and providing for the levy and collection of the Special Tax. 9 "CFD No. 2024-1" means the City of Placentia Community Facilities District No. 2024-1 (Old Town Maintenance Services).
"City" means the City of Placentia.
"Consumer Price Index" means, for each Fiscal Year, the Consumer Price Index published by the U.S. Bureau of Labor Statistics for All Urban Consumers in the Los Angeles -Long Beach -Anaheim region, measured as of the month of December in the calendar year which ends in the previous Fiscal Year. In the event this index ceases to be published, the Consumer Price Index shall be another index as determined by the CFD Administrator that is reasonably comparable to the Consumer Price Index for the Los Angeles -Long Beach -Anaheim region. "Council" means the City Council of the City.
"County" means the County of Orange, California.
"Developed Property" means, for each Fiscal Year, all Taxable Property, excluding Existing Building/Structure Property, for which a building permit was issued after March 1, 2023 and prior to March 1 of the previous Fiscal Year for construction of a new building/structure.
"Existing Building/Structure Property" means, for each Fiscal Year, all Taxable Property, for which a building or structure existed on such property prior to March 1, 2023. "Fiscal Year" means the period starting July 1 and ending on the following June 30. "Hotel/Motel Property" means, for each Fiscal Year, all Assessor's Parcels of Non -Residential Property for which a building permit has been issued for building a non-residential structure that constitutes a place of lodging providing sleeping accommodations and related facilities for travelers. Such related facilities may include, but are not limited to, on-site restaurants, retail establishments, conference rooms/areas, etc.
"Hotel/Motel Rooms" means, for each Assessor's Parcel of Hotel/Motel Property, the number of hotel/motel rooms available for rent for the purpose of overnight lodging, as indicated on the building permit issued by the City. If such room data is not included on the building permit for an Assessor's Parcel of Hotel/Motel Property, then the CFD Administrator shall rely on the site plan or other reasonable data sources as determined by the CFD Administrator. "Industrial Property" means, for each Fiscal Year, all Assessor's Parcels of Non -Residential Property for which a building permit(s) was issued for construction of a non-residential structure(s) which is primarily used for: manufacturing, procession, fabricating, assembly, refining, repairing, packaging, or treatment of goods, material or produce; research and development; and/or warehousing and wholesale distribution of goods, material, or produce. "Maximum Special Tax" means the Maximum Special Tax, determined in accordance with Section C below, that can be levied in any Fiscal Year on any Assessor's Parcel of Taxable Property within CFD No. 2024-1.
1 "Multi -Family Residential Property" means any Assessor's Parcel of Residential Property for which one or more building permits have been issued for attached residential units, all of which are made available for rental, but not purchase, by the general public. "Non -Residential Floor Area" means, for Non -Residential Property, the total square footage of enclosed area within the perimeter of a non-residential structure located on such property, not including any space devoted to vehicle parking, walkway, overhang, patio, and areas incident thereto for which a building permit for new construction was issued after March 1, 2023 and prior to March 1 of the previous Fiscal Year. The determination of Non -Residential Floor Area shall be made by reference to the building permit(s) issued for such Assessor's Parcel, or if square footage is not available from this source, as otherwise determined by the CFD Administrator. "Non -Residential Property" means, for each Fiscal Year, all Developed Property for which a building permit(s) was issued for the construction of a new building/structure with a non- residential use.
"Non -Retail Commercial Property" means all Assessor's Parcels of Non -Residential Property not considered (i) Hotel/Motel Property, (ii) Industrial Property, (iii) Retail Commercial Property, or (iv) Office Property.
"Office Property" means, for each Fiscal Year, all Assessor's Parcels of Non -Residential Property for which a building permit(s) was issued for construction of a non-residential structure(s) which is primarily used for: general, professional, and/or medical office space. "Parcel Square Foot" or "Parcel Square Footage" means the land area, or Acreage multiplied by 43,560, 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.
"Parking Lot Property" means, for each Fiscal Year, any Assessor's Parcel that is not Public Property and for which a building permit has been issued for the construction of, or on which is located a garage, parking lot, or parking structure, as of March 1 of the prior Fiscal Year, and on which is located no other Developed Property, as determined by the CFD Administrator. "Property Owner Association Property" means, for each Fiscal Year, any Assessor's Parcel within the boundaries of CFD No. 2024-1 that was owned by a property owner association, including any master or sub -association, as of March 1 of the prior Fiscal Year. "Proportionately" means, for Developed Property, Rehab/Remodel Property, and Parking Lot Property that the ratio of the actual Special Tax levy to the Maximum Special Tax is equal for all Developed Property, Rehab/Remodel Property, and Parking Lot Property. "Public Property" means, for each Fiscal Year, any property within the boundaries of CFD No. 2024-1 that is (i) used for rights-of-way or any other purpose and is owned by or irrevocably offered for dedication to the federal government, the State of California, the County, the City or any other public agency as of March 1 of the prior Fiscal Year or (ii) encumbered by an unmanned utility easement making impractical its utilization for other than the purpose set forth in the 1 easement as of March 1 of the prior Fiscal Year, provided however that any property leased by a public agency to a private entity and subject to taxation under Section 53340.1 of the Act shall be taxed and classified in accordance with its use.
"Rehab/Remodel Property" means all Assessor's Parcels of Existing Building/Structure Property for which a building permit with a construction valuation greater than $25,000, as determined by the CFD Administrator, was issued after March 1, 2023 and prior to March 1 of the previous Fiscal Year to rehabilitate or remodel Existing Building/Structure Property. "Residential Property" means all Developed Property for which a building permit has been issued for purposes of constructing one or more residential dwelling units. "Retail Commercial Property" means all Assessor's Parcels of Non -Residential Property for which the building permit was issued for a retail sales tax generating use or which is being used primarily for a retail sales tax generating use, as determined by the CFD Administrator, and not considered (i) Hotel/Motel Property, (ii) Industrial Property, or (iii) Office Property. "Single Family Residential Property" means any Assessor's Parcel of Residential Property not considered Multi -Family Residential Property.
"Special Tax" means the special tax to be levied in each Fiscal Year on each Assessor's Parcel of Taxable Property to fund the Special Tax Requirement for Services. "Special Tax Requirement for Services" means that amount required in any Fiscal Year to: (i) pay directly for annual maintenance services that are authorized to be financed by CFD No. 2024-1; (ii) pay Administrative Expenses; less (iii) a credit for funds available to reduce the annual Special Tax levy, as determined by the CFD Administrator.
"State" means the State of California.
"Taxable Property" means all of the Assessor's Parcels within the boundaries of CFD No. 2024-1 which are not exempt from the Special Tax pursuant to law or Section E below. "Undeveloped Property" means, for each Fiscal Year, all Taxable Property not classified as Developed Property, Rehab/Remodel Property, Parking Lot Property, Taxable Property Owner Association Property or Taxable Public Property.
"Welfare Exemption" means, for each Fiscal Year, any Assessor's Parcel that is used exclusively for charitable, hospital, or religious purposes and that has a property tax welfare exemption as indicated in the County's assessor's roll finalized as of the last preceding January 1.

B. ASSIGNMENT TO LAND USE CATEGORIES
Each Fiscal Year, all Taxable Property within CFD No. 2024-1 shall be classified as Developed Property, Rehab/Remodel Property, Parking Lot Property, or Undeveloped Property and shall be subject to Special Taxes in accordance with the rate and method of apportionment determined pursuant to Sections C and D below.
1 Developed Property shall be further classified as Residential Property or Non -Residential Property. For Residential Property, the Special Tax will be based on the number of dwelling units as indicated on the building permit. For Non -Residential Property, the Special Tax will be based on the Non -Residential Floor Area or number of Hotel/Motel Rooms. For Rehab/Remodel Property and Parking Lot Property, the Special Tax will be based on the Parcel Square Footage.

C. MAXIMUM SPECIAL TAX

1. Developed Property, Rehab/Remodel Property, and Parking Lot Property a. Maximum Special Tax
The Maximum Special Tax for Fiscal Year 2023-2024 for each Land Use Class is shown below in Table 1.

TABLE 1
Maximum Special Tax for Developed Property, Rehab/Remodel Property, and Parking Lot Property
For Fiscal Year 2023-2024
Land
Use
Class
Description
Maximum Special Tax
1 Single Family Residential Property
2 Multi -Family Residential Property
3 Non -Retail Commercial Property
4 Retail Commercial Property
5 Office Property
6 Industrial Property
7 Hotel/Motel Property
8 Rehab/Remodel Property
9 Parking Lot Property
b.
$318.00 per dwelling unit
$293.00 per dwelling unit
$0.2996 per square foot of Non -Residential Floor Area
$0.2074 per square foot of Non -Residential Floor Area
$0.2996 per square foot of Non -Residential Floor Area
$0.2996 per square foot of Non -Residential Floor Area
$230.00 per Hotel/Motel Room
$0.0765 per Parcel Square Foot
$0.0665 per Parcel Square Foot
Increase in the Maximum Special Tax
1 On each July 1, commencing on July 1, 2024, the Maximum Special Tax for Developed Property, Rehab/Remodel Property, and Parking Lot Property shall be increased based on the percentage change in the Consumer Price Index with a maximum annual increase of six percent (6%) and a minimum annual increase of two percent (2%) per Fiscal Year.
c. Multiple Land Use Classes
In some instances, an Assessor's Parcel of Developed Property may contain more than one Land Use Class. The Maximum Special Tax for such Assessor's Parcel shall be the sum of the Maximum Special Tax for all Land Use Classes located on that Assessor's Parcel. The CFD Administrator's allocation to each type of property shall be final.

The Special Tax shall be levied Proportionately on each Assessor's Parcel of Developed Property, Rehab/Remodel Property, and Parking Lot Property at up to 100% of the Maximum Special Tax.

F. PREPAYMENT OF SPECIAL TAX
Prepayment of the Special Tax is not authorized.

During the pendency of an appeal, all Special Taxes previously levied must be paid on or before the payment date established when the levy was made. The appeal must specify the reasons why the 1 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.

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.

I. TERM OF SPECIAL TAX
The Special Tax shall be levied as long as necessary to meet the Special Tax Requirement for Services.
1

Placentia City CouncilJanuary 23, 2024

Placentia City Council
January 23, 2024