HomeMy WebLinkAbout2000-04-25 - AGENDA REPORTS - GVR BONDS AMEND CFD99-1 (2)PUBLIC HEARING
DATE:
SUBJECT:
DEPARTMENT:
CITY OF SANTA CLARITA
AGENDA REPORT
April 25, 2000
GOLDEN VALLEY
CFD NO. 99-1
Administrative Services
RECOMMENDED ACTION
City Manager
Item to be
ROAD BONDS
by: Steve Stark
- AMENDMENT TO
1. City Council, as legislative body of CFD No. 99-1 (the "CFD"), conduct a public hearing
on modifications to the CFD.
2. Adopt Resolution, calling a special election on modifications to the CFD.
3. Hold Special Election.
4. Adopt Resolution, canvassing the results of the Special Election.
5. Adopt Resolution, approving certain changes to CFD.
6. Introduce Ordinance, modifying Ordinance No. CFD 99-1-1.
BACKGROUND
In 1998, the City entered into a Development Agreement with Spirit Properties Ltd.
("Spirit") to develop a 200 -acre business park. On August 4, 1999, the City entered into a
Funding, Construction, and Acquisition Agreement (the "Funding Agreement") with Spirit,
which provided that the City may construct Phase I of the Golden Valley Road extension
(in conjunction with the Hart School District and the Santa Clarita Valley Facilities
Foundation) and that Spirit and PacTen Partners (its proposed buyers) will construct
Phases II and III of the Golden Valley Road extension. The Funding Agreement provided
that the City would use its best efforts to form a Mello -Roos Community Facilities
Districtfor the purpose of funding Phases II and III of the Golden Valley Road extension
(up to its B&T obligation) and certain in -tract improvements. The landowner, Spirit,
submitted a petition requesting the City to commence the proceedings to form a
Community Facilities District. On September 28, 1999, the City declared its intention to
form the CFD and issue bonds. On November 9, 1999, a public hearing was held, and the
�Agenda Item
GOLDEN VALLEY BOND ISSUE
April 25, 2000 — Page 2
CFD was formed. Also, on November 9, 1999, an election was held which authorized
(a) the levy of an annual special tax, (b) the issuance of special tax bonds not to exceed $33
million, and (c) an appropriations limit for the CFD. The proposition passed with an
unanimous vote from the qualified voters (the landowners). On November 30, 1999, the
CFD adopted Ordinance No. CFD 99-1-1, which authorized the levy of the special tax.
Spirit submitted a petition to annex four more parcels into the CFD (the "Ruether Avenue
Parcels") and also to modify the tax Rate and Method of Apportionment (the "RMA"),
prioritize the authorized facilities to give priority for use of bond proceeds to Golden Valley
Road Phases II and III and storm drain improvements, and to reduce the authorized
maximum indebtedness amount from $33,000,000 to $18,000,000. On January 25, 2000,
the CFD annexed the Ruether Avenue Parcels to the CFD and adopted a Resolution of
Consideration for the changes to the CFD as referenced above.
Tonight, a public hearing is scheduled on the proposed changes to the CFD. Provided there
is no majority protest from property owners, a special election may be called and held
tonight on the proposed changes. Waivers regarding time requirements for holding the
election have been obtained from the property owners. Should the proposition pass with a
two-thirds vote from the qualified electors (the landowners), the CFD may adopt a
Resolution of Change and introduce for first reading the ordinance amending Ordinance
No. CFD 99-1-1.
The final step for the sale of the bonds will be to adopt a Resolution of Issuance and
approve all the accompanying financial documents. On May 9, Council meeting staff will
be asking Council to adopt a resolution, authorizing the issuance of special tax bonds in an
amount not to exceed $18,000,000 (the "Bonds") and approve various documents. The
documents include: (a) a fiscal agent agreement, which includes the terms and provisions
of the Bonds, (b) a continuing disclosure agreement, which sets forth the CFD's
undertaking to provide information to the marketplace on an annual basis and upon the
happening of certain events, (c) a bond purchase agreement which sets forth the terms and
conditions for the underwriter, Stone & Youngberg LLC, to purchase the Bonds, and
(d) the Preliminary Official Statement, the document which describes the Bonds to the
marketplace. It is anticipated that a portion of the Bonds will be escrowed until sufficient
value -to -lien ratio can be met by the property owners. The closing for the Bonds should be
sometime in late April.
ALTERNATIVE ACTION
The Council could take no action and not adopt the Resolutions and introduce the
Ordinance.
GOLDEN VALLEY BOND ISSUE
April 25, 2000 — Page 3
FISCAL IMPACT
The issuance of $18 million in Community Facilities District bonds will not have an impact
on the City's general fund. The bonds will be paid by an assessment placed on the
individual property owners in the Business Park. As part of the formation process, Spirit
and the City shall be responsible for half each of the CFD formation costs, total estimated
to be $90,000.
ATTACHMENTS
Notice of Public Hearing
CFD Map
Amended Rate and Method of Apportionment (Available in City Clerk's reading file.)
Order of Proceedings
Resolution, Calling a Special Election
Resolution, Canvassing the Results of a Special Election
Resolution, Approving Certain Changes to the CFD
Ordinance, Amending Ordinance No. CFD 99-1-1
SS:FO:hds
mond\9.p}2
CITY OF SANTA CLARITA
NOTICE OF PUBLIC HEARING
REGARDING THE MODIFICATION OF
COMMUNITY FACILITIES DISTRICT 99-1
AND THE ISSUANCE OF
SPECIAL BONDS WITH ALL THE
ACCOMPANYING DOCUMENTS
PUBLIC NOTICE IS HEREBY GIVEN:
The City Council of the City of Santa Clarita will hold a public hearing on the
modification of Community Facilities District (CFD) 99-1. Three items shall be
considered for change including prioritizing the use of bond proceeds, namely Golden
Valley Road Phases II and III, amending the special tax rate and method of
apportionment, and reduction in the amount of the District's authorized
indebtedness from $33 million to $18 million. In addition, the City Council will be
considering the authorization of issuing bonds for CFD99-1, Execution and Delivery
of a fiscal agent agreement, a Bond purchase agreement, Continuing disclosure
agreement, and an Official Statement.
The hearing will be held by the Santa Clarita City Council in the City Hall Council
Chambers, 23920 Valencia Boulevard, 1" floor, on the 28' day of March 2000, at or
after 6:30 p.m.
Proponents, opponents, and any interested persons may appear and be heard on this
matter at that time. Further information may be obtained by contacting the City
Clerk's Office, Santa Clarita City Hall, 23920 Valencia Boulevard, Suite 301, Santa
Clarita, CA.
If you wish to challenge this action in court, you may be limited to raising only those
issues you or someone else raised at the Public Hearing described in this notice, or
in written correspondence delivered to the City Council, at, or prior to, the public
hearing.
Dated:
Sharon L. Dawson, CMC
City Clerk
Publish Date:
eank%9vrP„ b2
COMMUNITY FACILITIES DISTRICT No. 99-1
(SANTA CLARfTA BUSINESS PARK)
CITY OF SANTA CLARITA, COUNTY OF LOS ANGELES,
STATE OF CALIFORNIA
S:TW\FRANMGVRPHS.DGC
AMENDED RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
PUBLIC NOTICE
NOTICE IS HEREBY GIVEN that on April 25, 2000 the City Council of the City of Santa
Clarita introduced Ordinance CFD 99-1.2 entitled:
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA,
CALIFORNIA ACTING AS THE LEGISLATIVE BODY OF THE CITY OF SANTA
CLARITA COMMUNITY FACILITIES DISTRICT NO. 99-1 (SANTA CLARITA
BUSINESS PARK) AMENDING ORDINANCE NO. CFD 99-1-1
A certified copy of the complete teat of the ordinance is posted and may be read in the City
Clerk's Office, 23920 Valencia Boulevard, Suite 301, Santa Clarita, and/or a copy may be
obtained from that office.
Dated this 27''' day of April, 2000.
Sharon L. Dawson, CMC, City Clerk
City of Santa Clarita
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES )
CITY OF SANTA CLARITA )
Sharon L. Dawson, being first duly sworn, deposes and says that she is the duly
appointed and qualified City Clerk of the City of Santa Clarita and that by Thursday, April 27,
2000, she caused a certified copy of the subject ordinance to be posted and made available for
public review in the City Clerk's office and a copy of the ordinance summary to be published as
required by law.
Sharon L. Dawson, CMC, City Clerk
City of Santa Clarita
CONCURRENCE ON HOLDING SPECIAL ELECTION LESS THAN 125 DAYS
FOLLOWING THE ADOPTION OF RESOLUTION OF FORMATION
As the election official of the special election (the "Election") called for by the
Resolution of the City Council of the City of Santa Clarita Acting on Behalf of the City of Santa
Clarita Community Facilities District No. 99-1 (Santa Clarita Business Park) Calling a Special
Election, I hereby concur on holding the Election less than 125 days following the adoption of the
Resolution of Consideration and the Resolution Calling for a Special Election in connection with
proposed changes to the City of Santa Clarita Community Facilities District No. 99-1.
Dated: April 25, 2000
By: a -" 4k- - 4�K OtWQ¢
City Clerk of the City of Santa Clarita,
As Election Official
MCr01310/09901298/576794.1
CERTIFICATE OF ELECTION OFFICIAL
RE BALLOTS
STATE OF CALIFORNIA )
)ss.
COUNTY OF LOS ANGELES )
I, Sharon L. Dawson, City Clerk of the City of Santa Clarita, DO HEREBY CERTIFY that
pursuant to the provisions of Section 53325.4 of the Government Code, I did canvass the return of
the votes cast at the Special Election held in the
CITY OF SANTA CLARITA
COMMUNITY FACILITIES DISTRICT NO. 99-1
(SANTA CLARITA BUSINESS PARK)
held in Los Angeles County on April 25, 2000.
I FURTHER CERTIFY that the Statement of All Votes Cast, to which this certificate is
attached, shows the total number of ballots cast in said CFD for the Proposition, and the totals of the
respective columns and the totals as shown for the Proposition are full, true and correct.
WITNESS my hand this w day of T 2000.
CITY OF SANTA CLARITA, CALIFORNIA
Sharon L. Dawson, Election Official
MG01310/09901298/576793.1
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AMENDED AND RESTATED
COMMUNITY FACILITIES DISTRICT REPORT
MELLO-RODS COMMUNITY FACILITIES ACT OF 1982
Prepared for
CITY OF SANTA CLARITA
23920 Valencia Boulevard, Suite 300
Santa Clarita, California 91355-2196
Prepared by
DAVID TAUSSIG AND ASSOCIATES, INC.
1301 Dove Street, Suite 600
Newport Beach, California 92660
April 20, 2000
TABLE OF CONTENTS
Section Paee
I.
INTRODUCTION..............................................................................................................
1
II.
PR07EcrDFscRIPTION..................................................................................................
2
III.
DESCRIPTION AND ESTIMATED COST OF PROPOSED FACILITIES .................................
3
Undeveloped Property and Taxable Public Property
A. Description of Proposed Public Improvements ............» ...............................
3
B. Estimated Cost of Proposed Bond Financed Public Improvements ............
3
IV.
BONDED INDEBTEDNESS AND INCIDENTAL EXPENSES ..................................................
5
A. Projected Bond Sales........................................................................................
5
B. Incidental Bond Issuance Expenses to be Included in the Proposed
Bonded Indebtedness.....................................................................................».
5
C. Incidental Expenses to be Included in the Annual Levy of Special Taxes...
5
V.
RATE AND METHOD OF APPORTIONMENT OF THE SPECIAL TAX .................................. 6
A. Explanation for Special Tax Apportionment.................................................
6
B. Assigned and Maximum Special Tax Rates.. .......... . ........... e ....................... e..
7
C. Backup Special Tax...........................................................................................
7
D. Accuracy of Information..................................................................................
8
VI.
BOUNDARIES OF COMMUNITY FACHITIES DISTRICT ...................................................
9
VII.
GENERAL TERMS AND CONDITIONS...............................................................................
10
A. Substitute Facilities....................................................».....................................
10
B. Appeals...............................................................................................................10
C. Prepayment of Special Tax...............................................................................
10
Exhibit A
Amended List of Facilities
Exhibit B
Amended Rate and Method of Apportionment
Exhibit C
FY 2000-2001 Assigned Special Tax Rates for Developed Property
Exhibit D
FY 2000-2001 Maximum Special Tax for Final Mapped Property,
Undeveloped Property and Taxable Public Property
Exhibit E
Amended Boundary Map
L INTRODUCTION
WHEREAS, the City Council of the City of Santa Clarita (hereinafter referred to as the
"Council") did, pursuant to the provisions of the "Mello -Roos Community Facilities Act of
1982," being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code of the State of
California (hereinafter referred to as the "Act"), and specifically Section 53321.5 thereof,
expressly order the filing of a written amended "Report" with the legislative body of the proposed
community facilities district. This community facilities district being Community Facilities
District No. 99-1 (Santa Clarita Business Park) shall hereinafter be referred to as:
"CFD No. 99-1"; and,
WHEREAS, the Resolution of Intention of the City Council of the City of Santa Clarita to
Establish Community Facilities District No. 99-1 (Santa Clarita Business Park) and to Authorize
the Levy of a Special Tax within Community Facilities District No. 99-1 (hereinafter referred to
as the "Resolution of Intention") ordering the Report and the Resolution of Consideration of
Certain Changes to the CFD No. 99-1 (the "Resolution of Consideration") did direct that said
Report generally contain the following:
1. A brief description of the public facilities by type which are required to adequately meet the
needs of CFD No. 99-1; and
2. An estimate of the cost for providing the public facilities and an estimate of the fair and
reasonable cost of completed facilities or the payment of incidental expenses.
NOW, THEREFORE, I, the Director of Administrative Services, on behalf of the officers of the
City of Santa Clarita directed to prepare the Report or cause the Report to be prepared pursuant
to the provisions of the Act, do hereby submit this Report.
City of Santa Carita April 20, 2000
CFD No. 99-1 (Santa Ckuita Business Park) Pare I
H. PROJECT DESCRIPTION
The purpose of CFD No. 99-1 is to finance the acquisition, purchase, modification, expansion,
improvement, rehabilitation, leasing and/or construction of certain public facilities which benefit
the property proposed for development within the boundaries of the City of Santa Clarita and to
pay incidental expenses incurred in connection therewith. Public facilities that may be financed
by CFD No. 99-1 are described in Section III below.
CFD No. 99-1 currently consists of approximately 288 gross acres. Of this acreage,
approximately 232 net acres are expected to be developed into uses subject to a CFD Special Tax
levy. At buildout, it is currently expected that CFD No. 99-1 will contain approximately 171 pad
area acres which will generate 3,507,059 square feet of non-residential floor area.
In addition, the Council designated future annexations of property for CFD No. 99-1 as "Future
Annexation Area of the Community Facilities District No. 99-1 (Santa Clarita Business Park)"
(the "Future Annexation Area").
My of Santa C(arita April 20, 2000
CFD No. 99-1 (Santa Clarka Business Park) p"p, 2
M. DESCRIPTION AND ESTIMATED COST OF PROPOSED FAcuxn Es
A. Description of Proposed Public Improvements
A CFD may provide for the purchase, construction, expansion or rehabilitation of any real
or tangible property, including public facilities and infrastructure improvements, with an
estimated useful life of five (5) years or longer, which is necessary to meet increased
demands placed upon local agencies as a result of development or rehabilitation occurring
within the community facilities district. In addition, a CFD may pay in full all amounts
necessary to eliminate any fixed special assessment liens or to pay, repay, or defease any
obligation to pay for any indebtedness secured by any tax, fee, charge, or assessment levied
within the area of the CFD.
The facilities described in this Report are all facilities which the legislative body creating
CFD No. 99-1 is authorized to own, construct, or finance, and which are required, in part,
to adequately meet the needs of CFD No. 99-1. The actual facilities described herein are
those currently expected to be required to adequately meet, in part, the needs of CFD
No. 99-1. Facilities improvements which may be financed include, but are not limited to,
improvements associated with Golden Valley Road, Ruether Avenue, Golden Triangle
Road, Redview Drive, Colewell Place, Hope Way, Mercury Place, and Abco Place as set
forth in Exhibit A. The list of facilities differ from the original list in that certain facilities
shall have priority in terms of CFD funding. It is not anticipated that CFD funds shall be
adequate to finance all improvements. Because the actual needs of CFD No. 99-1 arising
as development progresses therein may differ from those currently anticipated, CFD No.
99-1 reserves the right to modify the actual facilities proposed herein to the extent CFD No.
99-1 deems necessary, in its sole discretion, to meet those needs. The Special Taxes'
required to pay for the construction, acquisition, or financing of said facilities will be
apportioned as described in the Amended Rate and Method of Apportionment of the
Special Tax for CFD No. 99-1.
B. Estimated Cost of Proposed Bond Financed Public Improvements
The facilities and the estimated costs herein are subject to review and confirmation. The
costs listed in Table 1 below are estimates only, based upon current construction estimates
and actual costs may differ from those estimates herein. It is not anticipated that CFD
funds shall be adequate to finance all improvement costs.
'Please note that all capitalized terms used herein, unless otherwise indicated, shall have the meanings defined in
the Amended Rate and Method of Apportionment.
City of Santa Chuita APrll20, 2000
CFD No. 99-1 (Santa Chuila Business Park) Pare 3
TABLE 1
Grading
$5,409,615
Street and Traffic Improvements
$6,105,419
Right of Way
$4,223,873
Sidewalk Improvements
$1,544,475
Water Improvements
$948,629
Sewer Improvements
$634,586
Storm Drainage
$5,871,010
Utility Relocation
$142,831
Design Engineering
$518,207
Contingency
$836,148
Soft Costs
$959,748
City Obligation (b)
($1,997,615)
Total Facilities Costs
$25,196,926
(a) Based on the preliminary Funding, Construction and Acquisition Agreement dated August 12, 1999.
(b) Estimate, actual amount as calculated in the final Funding, Construction and Acquisition Agreement.
City of Santa Clarita Aprll20, 2000
CFD No. 99.1 (Santa Clarka Business Park) Page 4
IV. BONDED INDEBTEDNESS AND INCIDENTAL EXPENSES
A. Prolected Bond Sales
The maximum authorized bonded indebtedness for CFD No. 99-1 is $18,000,000. The
actual principal amount of the bonds will be determined by CFD No. 99-1 at the time of
issuance of such bonds.
B. Incidental Bond Issuance Expenses to be Included in the Proposed
Bonded Indebtedness
Pursuant to Section 53345.3 of the Act, bonded indebtedness may include all costs and
estimated costs incidental to, or connected with, the accomplishment of the purpose for
which the proposed debt is to be incurred, including, but not limited to, the costs of
administrative, legal, fiscal, and financial consultant fees; bond and other reserve funds;
discount fees; interest on any bonds of the district due and payable within two years of the
issuance of the bonds; election costs; and all costs of issuance of the bonds, including, but
not limited to, fees for bond and disclosure counsel, costs of obtaining credit ratings, bond
insurance premiums, fees for letters of credit and other credit enhancement costs, and
printing costs. For the bonds proposed to be issued by CFD No. 99-1, capitalized interest is
estimated at approximately 1.69 percent of the principal amount of the bonds. A reserve
fund of 10.00 percent will be required for the bonds, as well as other incidental bond
issuance expenses equal to 5.00 percent of the face amount of the bonds. In addition,
negative arbitrage on the escrow fund is estimated at approximately 1.88 percent. Actual
bond issue costs and assumptions will vary from the above estimates.
C. Incidental Exnenses to be Included in the Annual Lew of Special Taxes
Pursuant to Section 53340 of the Act, the proceeds of any special tax may only be used to
pay, in whole or part, the cost of providing public facilities, services and incidental
expenses. As defined by the Act, incidental expenses include, but are not limited to, the
cost of planning and designing public facilities to be financed pursuant to the Act,
including the cost of environmental evaluations of those facilities; the costs associated with
the creation of the district, issuance of bonds, determination of the amount of taxes,
collection of taxes, payment of taxes, or costs otherwise incurred in order to carry out the
authorized purposes of the district; and any other expenses incidental to the acquisition,
construction, completion, and inspection of the authorized work. While the actual cost of
administering CFD No. 99-1 may vary, it is anticipated that the amount of special taxes
which can be collected will be sufficient to fund at least $40,000 in annual administrative
expenses.
City of Santa Clarka April 20, 2000
CFD No. 99-I (Santa Clarity Business Park) Page 5
V. RATE AND METHOD OF APPORTIONMENT OF THE SPECIAL TAX
All of the property located within CFD No. 99-1, unless exempted by law or by the Amended
Rate and Method of Apportionment, shall be taxed for the purpose of providing necessary
facilities to serve CFD No. 99-1. Pursuant to Section 53325.3 of the Act, the tax imposed "is a
special tax and not a special assessment, and there is no requirement that the tax be apportioned
on the basis of benefit to any property." The Special Tax "may be based on benefit received by
parcels of real property, the cost of making facilities or authorized services available to each
parcel, or other reasonable basis as determined by the legislative body," although the Special Tax
may not be apportioned on an ad valorem basis pursuant to Article XIIIA of the California
Constitution.
As shown in Exhibit B, the adopted Amended Rate and Method of Apportionment provides
information sufficient to allow each property owner within CFD No. 99-1 to estimate the
maximum annual Special Tax he or she will be required to pay. Sections A through C, below,
provide additional information on the Amended Rate and Method of Apportionment of the
Special Tax for CFD No. 99-1.
A. Explanation for Special Tax Apportionment
When a community facilities district is formed, a Special Tax may be levied on each parcel
of taxable property within the CFD to pay for the construction, acquisition and
rehabilitation of public facilities, to pay for authorized services or to repay bonded
indebtedness or other related expenses incurred by the CFD. This Special Tax must be
apportioned in a reasonable manner; however, the tax may not be apportioned on an ad
valorem basis.
When more than one type of land use is present within a community facilities district,
several criteria may be considered when apportioning the Special Tax. Generally, criteria
based on building square footage, lot size, density and/or land use are selected, and
categories based on such criteria are established to differentiate between parcels of
property. These categories are a direct result of the developer's projected product mix, and
are reflective of the proposed land use types within that community facilities district.
Specific Special Tax levels are assigned to each land use class, with all parcels within a
land use class assigned the same Special Tax rate.
The Act does not require that Special Taxes be apportioned to individual parcels based on
benefit received. However, in order to ensure fairness and equity, benefit principles have
been incorporated in establishing the Special Tax rates for CFD No. 99-1.
The major assumption inherent in the Special Tax rates set forth in the Amended Rate and
Method of Apportionment is that the level of benefit received from the proposed public
facilities is a function of land use and/or product type. This assumption is borne out
through an examination of commonly accepted statistical measure for public facility usage.
City of Santa Ciarita AprU 20, 2000
CFD No. 99-1 (Santa Clarita Business Park) Page 6
For example, in measuring average weekday vehicle trip -ends, the Institute of
Transportation Engineer's Trip Generation manual identifies land use as the primary
determinant of trip -end magnitude. Residential properties typically generate a greater
number of trip -ends than do non-residential properties, and therefore will tend to receive
more benefit from road facilities.
Two Land Use Classes have been established for CFD No. 99-1, although only non-
residential development is currently planned. All Non -Residential Property will be
assigned to Land Use Class 1. All Residential Property, if any, will be assigned to Land
Use Class 2. The Special Tax for Non -Residential Property will vary directly with the
square footage of floor area on such parcel. The Special Tax for a parcel of Residential
Property will be determined by the acreage of that parcel.
Based on the types of public facilities that are proposed for CFD No. 99-1 and the factors
described above, the Special Taxes assigned to specific land uses are generally
proportionate to the relative benefits received by them, and, accordingly, the Special Taxes
in CFD No. 99-1 can be considered to be fair and reasonable.
B. Assigned and Maximum Special Tax Rates
Exhibit C lists the Assigned Special Tax rates for Fiscal Year ("FY") 2000-2001 that may
be levied against Developed Property within CFD No. 99-1. Exhibit D lists the FY 2000-
2001 Maximum Special Tax rates that may be levied against Final Mapped Property,
Undeveloped Property or Taxable Public Property within CFD No. 99-1. Assigned Special
Tax rates cannot exceed the rates shown in Exhibit C for FY 2000-2001, except when the
Backup Special Tax is used as discussed in Section C below. The Assigned Special Tax
for Developed Property and the Maximum Special Tax for Final Mapped Property,
Undeveloped Property and Taxable Public Property will increase at a rate of two percent
per year.
The Council will annually determine the actual amount of the Special Tax levy based on
the method described in Exhibit B and subject to the Maximum Special Tax rates contained
in Exhibit C and Exhibit D. The Council will levy a Special Tax to the extent necessary to
meet the Special Tax Requirement.
C. Backup Special Tax
Should the density of development within CFD No. 99-1 fall below the level projected in
the current development plans, pursuant to the Amended Rate and Method of
Apportionment, it may be necessary to levy the Maximum Special Tax using the Backup
Special Tax pursuant to Section C.l.d. of the Amended Rate and Method of
Apportionment.
If use of the Backup Special Tax should become necessary, Maximum Special Tax rates for
some parcels classified as Developed Property will be increased above the Assigned
Special Tax rates shown in Exhibit B until the Special Tax Requirement is met. However,
under no circumstances will the Special Tax on an Assessor's Parcel of Developed Property
City of &aaa Clarnta April20, 2000
CFD No. 99-1 (Santa Clarita Business Park) Pace 7
be increased to a level that exceeds the Maximum Special Tax (the greater of the applicable
Backup Special Tax or the applicable Assigned Special Tax).
A Accuracy of Information
In order to establish the Special Taxes for CFD No. 99-1 as set forth in the Amended Rate
and Method of Apportionment, David Taussig and Associates, Inc. has relied on
information including, but not limited to absorption, land -use types, building square
footage, and net taxable acreage which were provided to David Taussig and Associates,
Inc., by others. David Taussig and Associates, Inc. has not independently verified such data
and disclaims responsibility for the impact of inaccurate data provided by others, if any, on
the Amended Rate and Method of Apportionment for CFD No. 99-1, including the inability
to meet the financial obligations of CFD No. 99-1.
City of Santa Clarita April 20, 2000
CFD No. 99-1 (Santa Clarita Business Park) Pare 8
VI. BOUNDARIES OF COMMUNITY FACILITIES DISTRICT
The boundaries of CFD No. 99-1 include all land on which the Special Taxes may be levied. A
map of the area included within CFD No. 99-1 and the Future Annexation Areas is provided as
Exhibit E.
City of Santa Cku*a Apri120, 2000
CFD No. 99-1 (Santa Ckrita Business Park) Page 9
VII. GENERAL TERMS AND CONDITIONS
A. Substitute Facilities
The description of the public facilities, as set forth herein, are general in their nature. The
final nature, location, and costs of improvements and facilities will be determined upon the
preparation of final plans and specifications. The final plans may show substitutes, in lieu
or modifications to the proposed work in order to accomplish the work of improvement,
and any such substitution shall not be a change or modification in the proceedings as long
as the facilities provide a service substantially similar to that as set forth in this Report, or
as set forth in the Funding, Construction, and Acquisition Agreement dated August 12,
1999, or as may be amended in the future.
B. Anneals
As fully described in Section F of the Amended Rate and Method of Apportionment, any
landowner who feels that the amount of the Special Tax is in error may file a notice with
CFD No. 99-1 appealing the levy of the Special Tax. As appropriate, a representative of
CFD No. 99-1 will then review the appeal and, if necessary, meet with the appellant. If the
findings of the representative verify that the amount of the Special Tax should be modified
or changed, then, as appropriate, the Council or its designee may correct the Special Tax
levy.
C. Prepayment of Special Tax
The Special Tax applicable to an Assessor's Parcel of Developed Property may be prepaid
in whole or in part according to the prepayment provisions in the Amended Rate and
Method of Apportionment.
KNCLWMS2ISANTACLARrrA\MEILO\CFD_tpr5.DOC
Prepared: April 20, 2000
City of Santa Clarita Apra! 20, 2000
CFD No. 99-I (Santa Clarita Business Park) Pao. to
EXHIBIT A
AMENDED LIST OF FACIIdTIES
The following improvements shall have first priority for CFD funding:
• Street and traffic, sewer, water and sidewalk improvements for Golden Valley
Road, including all necessary appurtenances.
• Storm drain improvements.
The following improvements may be financed from CFD funds, if available:
• Sewer, water, street and traffic, and sidewalk improvements for roads other than
Golden Valley Road, including all necessary appurtenances.
AMENDED
RATE AND METHOD OF APPORTIONMENT FOR
CITY OF SANTA CLARITA
COMMUNITY FACILITIES DISTRICT NO. 99-1
(SANTA CLARITA BUSINESS PARK)
A Special Tax as hereinafter defined shall be levied on all Assessor's Parcels in the City of Santa
Clarita Community Facilities District No. 99-1 (Santa Clarita Business Park) ("CFD No. 99-1 ") and
collected each Fiscal Year commencing in Fiscal Year 2000-2001, in an amount determined by the
City Council of the City of Santa Clarita, through the application of the Amended Rate and Method
of Apportionment as described below. All of the real property in CFD No. 99-1, 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.
The terms hereinafter set forth have the following meanings:
"Act" means the Mello -Roos Community Facilities Act of 1982, as amended, being Chapter
2.5, 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. 99-1: 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 of remitting the Special Taxes to the Trustee; the costs of the Trustee
(including its legal counsel) in the discharge of the duties required of it under the Indenture;
the costs to the City, CFD No. 99-1 or any designee thereof of complying with arbitrage
rebate requirements; the costs to the City, CFD No. 99-1 or any designee thereof of
complying with City, CFD No. 99-1 or obligated persons disclosure requirements associated
with applicable federal and state securities laws and of the Act; the costs associated with
preparing Special Tax disclosure statements and responding to public inquiries regarding the
Special Taxes; the costs of the City, CFD No. 99-1 or any designee thereof related to an
appeal of the Special Tax; the costs associated with the release of funds from an escrow
account; and the City's annual administration fees and third party expenses. Administrative
Expenses shall also include amounts estimated or advanced by the City or CFD No. 99-1 for
any other administrative purposes of CFD No. 99-1, including attorney's fees and other costs
related to commencing and pursuing to completion any foreclosure of delinquent Special
Taxes.
"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 County Assessor of the County
designating parcels by Assessor's parcel number.
a ".V qj u q�aava Apri120, 2000
CFD No. 99-1 (Santa C1arka Business Park) Page 1
"Assigned Special Tax" means the Special Tax for each Land Use Class of Developed
Property, Final Mapped Property and Undeveloped Property, as determined in accordance
with Section C below.
"Backup Special Tax" means the Special Tax applicable to each Assessor's Parcel of
Developed Property, Final Mapped Property and Undeveloped Property, as determined in
accordance with Section C below.
"Bonds" means any bonds or other debt (as defined in Section 53317(d) of the Act), whether
in one or more series, issued by CFD No. 99-1 under the Act.
"CFD No. 99-1" means the City of Santa Clarita Community Facilities District No. 99-1
(Santa Clarita Business Park).
"City" means the City of Santa Clarita.
"Council" means the city council of the City.
"County" means the County of Los Angeles.
"Developed Property" means, for each Fiscal Year, all Taxable Property, exclusive of
Final Mapped Property and Taxable Public Property, for which a building permit for new
construction was issued prior to May 1 of the prior Fiscal Year.
"Final Mapped Property" means, for each Fiscal Year, all Taxable Property, exclusive of
Developed Property and Taxable Public Property, which is located in Tentative Tract Map
42670-01, or which as of May 1 of the prior Fiscal Year was located within (i) a final map,
a phased final map, or portion thereof, which was recorded after January 1, 2000 pursuant
to the Subdivision Map Act (California Government Code Section 66410 et seq.) that creates
individual lots for which building permits may be issued, or (ii) for Condominiums, a final
map recorded after January 1, 2000 and a condominium plan recorded pursuant to California
Civil Code Section 1352 creating such individual lots. The term "Final Mapped Property"
shall include any parcel map or subdivision map or portion thereof, that creates individual
lots for which a building permit may be issued, including parcels that are designated as a
remainder parcel.
"Finance Director" means the Finance Director of the City or his or her designee.
"Fiscal Year" means the period starting July 1 and ending on the following June 30.
"Indenture" means the indenture, fiscal agent agreement, resolution or other instrument
pursuant to which Bonds are issued, as modified, amended and/or supplemented from time
to time, and any instrument replacing or supplementing the same.
"Land Use Class" means any of the classes listed in Table 1 below
c uy of 3anra ularaa Aprll20, 2000
CFD No. 99-1 (Santa Clarka Business park) Page 2
"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.
"Net Acre or Net Acreage" means an amount of acreage of Taxable Property within CFD
No. 99-1. The Net Acreage of an Assessor's Parcel shall be the land area of the 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.
"Non -Residential Floor Area" means the total building square footage of the non-
residential building(s) located on an Assessor's Parcel, measured from outside wall to
outside wall, exclusive of overhangs, porches, patios, carports, or similar spaces attached to
the building but generally open on at least two sides. The determination of Non -Residential
Floor Area shall be made by reference to the building permit(s) issued for such Assessor's
Parcel.
"Non -Residential Property" means all Assessor's Parcels of Developed Property for which
a building permit has been issued for a non-residential use.
"Outstanding Bonds" means all Bonds which are deemed to be outstanding under the
Indenture.
"Pad Area Acre" or "Pad Area Acreage" means land area of an Assessor's Parcel, not
including any part of the Assessor's Parcel for which the ground slope exceeds 5 percent, as set
forth in Attachment 1, or as superseded by the final grading plan for the tract map or parcel map
that relates to the Assessor's Parcel. Prior to the approval of a final grading plan for a tract map,
phased final map or parcel map, should there be a modification to one or more lot lines
establishing an Assessor's Parcel, or should subdivisions occur and new Assessor's Parcels be
created, the amount of "Pad Area Acreage" assigned to the modified or new Assessor's Parcel(s)
shall be calculated by prorating the Pad Area Acreage assigned to the predecessor Assessor's
Parcel(s) as listed in Attachment 1, based on the relative amounts of total Net Acreage within
the modified or new Assessor's Parcel(s).
"Proportionately" means, for Developed Property, that the ratio of the actual Special Tax
levy to the Assigned Special Tax is equal for all Assessor's Parcels of Developed Property.
For Final Mapped Property, "Proportionately" means that the ratio of the actual Special Tax
levy to the Assigned Special Tax is equal for all Assessor's Parcels of Final Mapped
Property. For Undeveloped Property, "Proportionately" means that the ratio of the actual
Special Tax levy to the Assigned Special Tax is equal for all Assessor's Parcels of
Undeveloped Property.
"Public Property" means any property within the boundaries of CFD No. 99-1 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 or (ii) encumbered by an unmanned utility easement making impractical
its utilization for other than the purpose set forth in the easement, provided however that any
s rry o) Santa c:kuua AprU 20, 2000
CFD No. 99-I (Santa Clarka Business Park) Page 3
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.
"Residential Property" means all Assessor's Parcels of Developed Property for which a
building permit has been issued for purposes of constructing one or more residential dwelling
units.
"Resolution of Formation" means the resolution of the City Council of the City, adopted
under the Mello -Roos Act to establish CFD No 99-1.
"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.
"Special Tax Requirement" means, for any Fiscal Year, the amount required after taking
into account amounts held in funds and accounts under the Indenture which are intended to
be used to pay debt service on Outstanding Bonds in the calendar year beginning in such
Fiscal Year, to: (i) pay debt service on all Outstanding Bonds; (ii) pay periodic costs on the
Bonds, including but not limited to, credit enhancement and rebate payments on the Bonds;
(iii) pay Administrative Expenses; (iv) pay any amounts required to establish or replenish any
reserve funds for all Outstanding Bonds; (v) pay directly for construction of facilities
described in the Resolution of Formation required by Section 53325.1 of the Act, if any; and
(vi) pay for reasonably anticipated delinquent Special Taxes based on the delinquency rate
for Special Taxes levied in the previous Fiscal Year.
"State" means the State of California.
"Taxable Property" means all of the Assessor's Parcels within the boundaries of CFD No.
99-1 which are not exempt from the Special Tax pursuant to law or Section E below.
"Taxable Public Property" means all Assessor's Parcels of Public Property that are not
exempt pursuant to Section E below.
"Trustee" means the trustee or fiscal agent under the Indenture.
"Undeveloped Property" means, for each Fiscal Year, all Taxable Property not classified
as Developed Property, Final Mapped Property or Taxable Public Property.
B. ASSIGNMENT TO LAND USE CATEGORIES
Each Fiscal Year, all Taxable Property within CFD No. 99-1 shall be classified as Developed
Property, Final Mapped Property, Taxable Public Property, or Undeveloped Property, and
shall be subject to Special Taxes in accordance with the amended rate and method of
apportionment determined pursuant to Sections C and D below.
The Assigned Special Tax for Developed Property which is Non -Residential Property shall
be based on the amount of Non -Residential Floor Area or on the Pad Area Acreage within
City of Santa Clarita April20, 2000
CFD No. 99-I (Santa Clarita Business Park) Page 4
the Assessor's Parcel. The Assigned Special Tax for Developed Property which is
Residential Property shall be based on the Net Acreage within the Assessor's Parcel.
C. MAXIMUM SPECIAL TAX RATE
1. Developed Property
a. Maximum Special Tax
The Maximum Special Tax for each Assessor's Parcel classified as
Developed Property shall be the greater of (i) the amount derived by
application of the Assigned Special Tax or (ii) the amount derived by
application of the Backup Special Tax.
b. Assigned Special Tax
The Fiscal Year 2000-2001 Assigned Special Tax for each Land Use Class
shall be calculated based on the tax levels listed in Table 1.
TABLE 1
Assigned Special Taxes for Developed Property in
Community Facilities District No. 99-1(Santa Clarita Business Park)
(Fiscal Year 2000-2001)
C. Increase in the Assigned Special Tax
On each July 1, commencing on July 1, 2001, the Assigned Special shall be
increased by an amount equal to two percent (2%) of the Assigned Special
Tax for the previous Fiscal Year.
d. Backup Special Tax
The Backup Special Tax in CFD No. 99-1 shall equal $7,367 per Net Acre
for Fiscal Year 2000-2001, and shall increase thereafter, commencing on July
1, 2001 and on July 1 of each Fiscal Year thereafter, by an amount equal to
two percent (2%) of the Backup Special Tax for the previous Fiscal Year.
Luy o1 Santa Liar= April 20, 2000
CFD No. 99-1 (Santa Clarita Business Park) Page S
2. Final Mapped Property, Undeveloped Property and Taxable Public Property
a. Maximum Special Tax
The Maximum Special Tax for each Assessor's Parcel classified as Final
Mapped Property, Undeveloped Property and Taxable Public Property shall
be the greater of (i) the amount derived by application of the Assigned
Special Tax or (ii) the amount derived by application of the Backup Special
Tax.
b. Assigned Special Tax
The Fiscal Year 2000-2001 Assigned Special Tax for Final Mapped Property,
Undeveloped Property and Taxable Public Property shall be $9,962 per Pad
Area Acre for Fiscal Year 2000-2001.
C. Increase in the Assigned Special Tax
On each July 1, commencing on July 1, 2001, the Assigned Special shall be
increased by an amount equal to two percent (2%) of the Assigned Special
Tax for the previous Fiscal Year.
d. Backup Special Tax
The Backup Special Tax in CFD No. 99-1 shall equal $7,367 per Net Acre
for Fiscal Year 2000-2001, and shall increase annually thereafter,
commencing on July 1, 2001 and on July 1 of each Fiscal Year thereafter, by
an amount equal to two percent (2%) of the Backup Special Tax for the
previous Fiscal Year.
3. Reduction in Maximum Special Tax Rates
If additional properties are annexed to the CFD, the Maximum Special Tax rates applicable
to all Assessor's Parcels shall be permanently reduced in accordance with the provisions of
the Indenture.
D. METHOD OF APPORTIONMENT OF THE SPECIAL TAX
Commencing with Fiscal Year 2000-2001 and for each following Fiscal Year, the Council
shall determine the Special Tax Requirement and shall levy the Special Tax until the amount
of Special Taxes equal the Special Tax Requirement. The Special Tax shall be levied each
Fiscal Year as follows:
First: The Special Tax shall be levied Proportionately on each Assessor's Parcel of
Developed Property at up to 100% of the applicable Assigned Special Tax;
P-uy of aanta c'tarua April 20, 2000
CFD No. 99-1 (Santa Clarita Business Park) Page 6
Second: If additional monies are needed to satisfy the Special Tax Requirement after the
first step has been completed, the Special Tax shall be levied Proportionately on each
Assessor's Parcel of Final Mapped Property at up to $7,000 per Pad Area Acre.
Third: If additional monies are needed to satisfy the Special Tax Requirement after the fust
two steps have been completed, the Special Tax shall be levied Proportionately on each
Assessor's Parcel of Undeveloped Property at up to $7,000 per Pad Area Acre.
Fourth: If additional monies are needed to satisfy the Special Tax Requirement after the first
three steps have been completed, the Special Tax shall be levied Proportionately on each
Assessor's Parcel of Final Mapped Property and Undeveloped Property at up to 100% of the
applicable Assigned Special Tax.
Fifth: If additional monies are needed to satisfy the Special Tax Requirement after the first
four steps have been completed, then the levy of the Special Tax on each Assessor's Parcel
of Developed Property, Final Mapped Property and Undeveloped Property whose Maximum
Special Tax is determined through the application of the Backup Special Tax shall be
increased Proportionately from the Assigned Special Tax up to the Maximum Special Tax
for each such Assessor's Parcel;
Sixth: If additional monies are needed to satisfy the Special Tax Requirement after the first
five steps have been completed, then the Special Tax shall be levied Proportionately on each
Assessor's Parcel of Taxable Public Property up to the Maximum Special Tax for Taxable
Public Property.
E. EXEMPTIONS
No Special Tax shall be levied on up to 55.59 Acres of Public Property. Tax-exempt status
will be irrevocably assigned by the Finance Director in the chronological order in which
property becomes Public Property.
Public Property that is not exempt from Special Taxes under this section shall be subject to
the levy of the Special Tax and shall be taxed Proportionately as part of the sixth step in
Section D above, at up to 100% of the applicable Maximum Special Tax for Taxable Public
Property. However, on a year to year basis, the Finance Director may exempt such
Assessor's Parcels from the levy of the Special Tax in any Fiscal Year provided the Special
Tax Requirement can be satisfied without imposing a levy on said Assessor's Parcels.
F. REVIEW/APPEAL COMMITTEE
The Council shall establish as part of the proceedings and administration of CFD No. 99-1
a special three-member Review/Appeal Committee. Any landowner or resident who feels
that the amount of the Special Tax, as to their Assessor's Parcel, is in error, may file a notice
with the Review/Appeal Committee appealing the amount of the Special Tax levied on such
Assessor's Parcel. The Review/Appeal Committee shall interpret this Amended Rate and
Method of Apportionment and make determinations relative to the annual administration of
the Special Tax and any landowner or resident appeals, as herein specified. The decision of
t" y of aanra uuuva April 20, 2000
CFD No. 99-1(Sania C/arita Business Park) Page
the Review/Appeal Committee shall be final and binding as to all persons.
G. 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. 99-1 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.
H. PREPAYMENT OF SPECIAL TAX
The following definitions apply to this Section H:
"Construction Fund" means an account specifically identified in the Indenture to hold
funds which are currently available for expenditure to acquire or construct public facilities
eligible under the Act.
"Construction Inflation Index" means the annual percentage change in the Engineerin
News -Record Building Cost Index for the City of Los Angeles, measured as of the calendar
year which ends in the previous Fiscal Year. In the event this index ceases to be published,
the Construction Inflation Index shall be another index as determined by the Finance Director
that is reasonably comparable to the Engineering News -Record Building Cost Index for the
City of Los Angeles.
"Outstanding Bonds" means all Previously issued Bonds which remain outstanding as of
the fust interest and/or principal payment date following the current Fiscal Year.
"Previously Issued Bonds" means all Bonds that have been issued by CFD No. 99-1 prior
to the date of prepayment.
"Update Property" means an Assessor's Parcel of Final Mapped Property or Undeveloped
Property for which a building permit has been issued, but which has not yet been classified
as Developed Property.
1. Prepayment in Full
The Special Tax obligation applicable to any Assessor's Parcel in CFD No. 99-1 may be fully
prepaid and the obligation of the Assessor's Parcel to pay the Special Tax permanently
satisfied as described herein; provided that a prepayment may be made only if there are no
delinquent Special Taxes with respect to such Assessor's Parcel at the time of prepayment.
An owner of an Assessor's Parcel intending to prepay the Special Tax obligation shall
provide CFD No. 99-1 with written notice of intent to prepay. Within 30 days of receipt of
such written notice, CFD No. 99-1 shall notify such owner of the prepayment amount of such
Assessor's Parcel. Prepayment must be made not less than 45 days prior to the next
occurring date that notice of redemption of Bonds from the proceeds of such prepayment may
be given to the Trustee pursuant to the Indenture.
t;uy of wma c'iaraa Aprll20, 2000
CFD No. 99-I (Santa Ckuita Business Park) Page 8
The Prepayment Amount (defined below) shall be calculated as summarized below
(capitalized terms as defined below):
Bond Redemption Amount
plus Redemption Premium
plus Defeasance Amount
plus Administrative Fees and Expenses
less Reserve Fund Credit
less Capitalized Interest Credit
Total: equals Prepayment Amount
As of the proposed date of prepayment, the Prepayment Amount (defined below) shall be
calculated as follows:
Paraaraah No.:
For Assessor's Parcels of Developed Property, compute the Assigned Special Tax and
Backup Special Tax applicable for the Assessor's Parcel to be prepaid. For
Assessor's Parcels of Update Property to be prepaid, compute the Assigned Special
Tax and Backup Special Tax for that Assessor's Parcel as though it was already
designated as Developed Property, based upon the building permit which has already
been issued for that Assessor's Parcel. For Assessor's Parcels of Final Mapped
Property and Undeveloped Property to be prepaid which are not Update Property,
compute the Assigned Special Tax and Backup Special Tax for the Assessor's Parcel
to be prepaid.
2. (a) Divide the Assigned Special Tax computed pursuant to paragraph 1 for such
Assessor's Parcel by the estimated Assigned Special Taxes for the entire CFD No.
99-1 based on the Developed Property Special Taxes which could be charged in the
current Fiscal Year on all expected development through buildout of CFD No. 99-1,
excluding any Assessor's Parcels which have been prepaid, and (b) Divide the
Backup Special Tax computed pursuant to paragraph 1 for such Assessor's Parcel by
the estimated Backup Special Taxes for the entire CFD No. 99-1 excluding any
Assessor's Parcels which have been prepaid.
3. Multiply the larger quotient computed pursuant to paragraph 2(a) or 2(b) by the
Outstanding Bonds to compute the amount of Outstanding Bonds to be retired and
prepaid (the "Bond Redemption Amount").
4. Multiply the Bond Redemption Amount computed pursuant to paragraph 3 by the
applicable redemption premium, if any, on the Outstanding Bonds to be redeemed
(the "Redemption Premium").
5. Compute the amount needed to pay interest on the Bond Redemption Amount from
the fust bond interest and/or principal payment date following the current Fiscal Year
until the earliest redemption date for the Outstanding Bonds.
Luy of wnra utaraa April20, 2000
CFD No. 99-1 (Santa Clarita Business Park) Page 9
6. Confirm that no Special Tax delinquencies apply to such Assessor's Parcel.
7. Determine the Special Taxes levied on the Assessor's Parcel in the current Fiscal
Year which have not yet been paid.
8. Compute the minimum amount the Finance Director expects to derive from the
reinvestment of the Bond Redemption Amount plus the Redemption Premium from
the date of prepayment until the redemption date for the Outstanding Bonds to be
redeemed with the prepayment.
9. Add the amounts computed pursuant to paragraphs 5 and 7 and subtract the amount
computed pursuant to paragraph 8.
10. Compute the net present value of the amount computed pursuant to paragraph 9,
using as a discount rate the rate of return assumed by the Finance Director in
paragraph 8 (the "Defeasance Amount").
11. Verify the administrative fees and expenses of CFD No. 99-1, including the costs of
computation of the prepayment, the costs to invest the prepayment proceeds, the costs
of redeeming Bonds, and the costs of recording any notices to evidence the
prepayment and the redemption (the "Administrative Fees and Expenses").
12. If reserve funds for the Outstanding Bonds, if any, are at or above 100% of the
reserve requirement (as defined in the Indenture) on the prepayment date, a reserve
fund credit shall be calculated as a reduction in the applicable reserve fund for the
Outstanding Bonds to be redeemed pursuant to the prepayment (the 'Reserve Fund
Credit'). No Reserve Fund Credit shall be granted if reserve funds are below 100%
of the reserve requirement.
13. If any capitalized interest for the Outstanding Bonds will not have been expended at
the time of the first interest and/or principal payment following the current Fiscal
Year, a capitalized interest credit shall be calculated as a reduction in the capitalized
interest fund, for the Outstanding Bonds to be redeemed pursuant to the prepayment
(the "Capitalized Interest Credit").
14. The Special Tax prepayment is equal to the sum of the amounts computed pursuant
to paragraphs 3, 4, 10 and 11, less the amounts computed pursuant to paragraphs 12
and 13 (the "Prepayment Amount").
From the Prepayment Amount, the amounts computed pursuant to paragraphs 3, 4, 10, 12
and 13 shall be deposited into the appropriate fund as established under the Indenture and be
used to retire Outstanding Bonds or make debt service payments. The amount computed
pursuant to paragraph 11 shall be retained by CFD No. 99-1.
The Prepayment Amount may be sufficient to redeem other than a $5,000 increment of
Bonds. In such cases, the increment above $5,000 or integral multiple thereof will be
a uy of area -&arua April 20, 2000
CFD No. 99-1 (Santa Clarita Business Park) Page 10
retained in the appropriate fund established under the Indenture to be used with the next
prepayment of bonds or to make debt service payments.
As a result of the payment of the current Fiscal Year's Special Tax levy as determined under
paragraph 7 (above), the Finance Director shall remove the current Fiscal Year's Special Tax
levy for such Assessor's Parcel from the County tax rolls. With respect to any Assessor's
Parcel that is prepaid, the Council shall cause a suitable notice to be recorded in compliance
with the Act, to indicate the prepayment of Special Taxes and the release of the Special Tax
lien on such Assessor's Parcel, and the obligation of such Assessor's Parcel to pay the
Special Tax shall cease.
Notwithstanding the foregoing, no Special Tax prepayment shall be allowed unless the
amount of Assigned Special Taxes that may be levied on Taxable Property within CFD No.
99-1 both prior to and after the proposed prepayment is at least 1.1 times the maximum
annual debt service on all Outstanding Bonds.
2. Fifty Percent Prepayment
A partial prepayment of fifty percent of the Special Tax obligation applicable to an
Assessor's Parcel of Developed Property, Update Property, Final Mapped Property and
Undeveloped Property may be prepaid. The amount of the prepayment shall be calculated
as in Section H.1; except that a fifty percent prepayment shall be calculated according to the
following formula:
FPP=PEx.S
These terms have the following meaning:
FPP the fifty percent prepayment
PE = the Prepayment Amount calculated according to Section H.1.
The owner of any Assessor's Parcel who desires a fifty percent prepayment shall notify the
City at any time of such owner's intent to partially prepay the Special Tax. The City shall
provide the owner with a statement of the amount required for the fifty percent prepayment
of the Special Tax for an Assessor's Parcel within sixty (60) days of the request and may
charge a reasonable fee for providing this service.
With respect to any Assessor's Parcel that is partially prepaid, the City shall (i) distribute the
funds remitted to it by the escrow agent according to the Indenture, and (ii) indicate in the
records of CFD No. 99-1 that there has been a fifty percent prepayment of the Special Tax
and that fifty percent of the remaining Maximum Special Tax shall continue to be levied on
such Assessor's Parcel pursuant to Section D. Such percentage reduction shall apply
regardless of whether the Maximum Special Tax on such Assessor's Parcel (or its
successors) is based on the Assigned Special Tax or the Backup Special Tax.
cuy o1 aanta uarua Aprll20, 2000
CFD No. 99-1 (Santa Clarita Business Park) Page 11
I. TERM OF SPECIAL TAX
The Special Tax shall be levied on Residential Property for a term not to exceed 50 years,
commencing with Fiscal Year 2000-2001. For Non -Residential Property, the Special Tax
shall be levied until all Bonds have been retired.
KFC imts2XSMTACLAWAUff1AVtMA\CLAWTA_aMA8.dm
Prepared: Apd120.2000
City of Santa Clarity Apra 20, 2000
CFD No. 99-I (Santa Cku to Business Park) Page 12
ATTACHMENT 1
COMMUNITY FACILITIES DISTRICT NO. 99-1
PAD AREA ACREAGE BY ASSESSOR'S PARCEL NUMBER
Assessor's Parcel Number
Pad Area Acreage
2836-015-027
38.5
2836-015-028
0.6
283,6-016-003
0.1
2836-016-017
80.8
2836-017-041
18.9
2836-017-050
3.0
2836-017-053
3.3
2836-018-024
6.5
2836-018-025
6.5
2836-018-026
6.5
2836-018-028
0.1
2836-018-038
6.5
Tom
171.3
` ujv vi u w a.aarua AprU 20, 2000
CFD No. 99-1 (Santa Clarita Business Park) Page 13
EXHIBIT C
FY 2000 - 2001 Assigned Special Taxes for Developed Property
CFD No. 99-1
■ All Special Tax rates are subject to an annual increase. Please refer to Exhibit B for more information.
EXHIBIT D
FY 2000-2001 Maximum Special Tax for Final Mapped Property,
Undeveloped Property and Taxable Public Property
CFD No. 99-1
Final Mapped Property
Undeveloped Property
Taxable Public Property
$9,962 per Pad Area Acre
$9,962 per Pad Area Acre
$9,962 per Pad Area Acre
* All Special Tax rates are subject to an annual increase. Please refer to Exhibit B for more information.
EXHIBIT E
AMENDED BOUNDARY MAP
TO: CITY COUNCIL OF THE CITY OF SANTA CLARITA
FROM: LANDOWNER REQUESTING CHANGES TO CFD NO. 99-1
REQUEST FOR CERTAIN CHANGES AND WAIVER OF CERTAIN
ELECTION PROCEDURES AND TIME REQUIREMENTS
WITH RESPECT TO LANDOWNER ELECTION
The undersigned landowner does hereby certify under penalty of perjury that the following
statements are all true and correct:
The undersigned are authorized to represent the landowner identified below and are
its designated representatives to petition the City Council (the "City Council") of the
City with respect to changes to the City of Santa Clarita Community Facilities
District No. 99-1 (Santa Clarita Business Park) (the "CFD") formed under the
provisions of the "Mello -Roos Community Facilities Act of 1982" (the "Act"), being
Chapter 2.5 of Part 1 of Division 2 of title 5 (commencing with Section 53311) of the
California Government Code, over the properties included within this petition.
2. The undersigned hereby certify that as of the date indicated opposite their signatures,
the landowner listed herein is the sole owner of property within the boundaries of the
CFD.
3. The undersigned, pursuant to Section 53332 of the Act, hereby requests that
proceedings be commenced to (i) to prioritize the use of bond proceeds for certain
facilities that the CFD is authorized to own, operate or contribute revenue to, (ii)
modify the rate and method of apportionment of the special tax of the CFD, and (iii)
reduce the amount of authorization of bonds for the CFD.
4. The landowner hereby appoints f . tle as its
authorized representative to vote in the election referred to herein and certifies that
his or her true and exact signature is set forth below:
The undersigned hereby certifies that as of the date indicated opposite its signature,
the landowner listed herein is the owner of approximately 3 8.28 acres of land within
MG01310/09901298/581474.2
the boundaries of the CFD, such property further described in Exhibit "A" hereto (the
"Property"). There are no registered voters residing within the Property and have
been none during the 90 -day period preceding the March 28, 2000 (continued to
April 25, 2000) public hearing conducted by the City Council pursuant to
Government Code Section 53325.
6. On or about March 7, 2000, the landowner and the appropriate officers thereof were
made aware of the March 28, 2000 (continued to April 25, 2000) public hearing to
be held regarding the prioritization of certain of the facilities for the CFD, the
modification to the rate and method of apportionment and the reduction in the
amount of authorized indebtedness of the CFD. The landowner agrees that it
received adequate notice of the hearing. The landowner and the appropriate officers
thereofhave received necessary and relevant information regarding these issues from
the City and the City has made available to the landowner sufficient opportunity to
obtain such information.
7. In accordance with the provisions of the Act, and specifically Sections 53326(a) and
53327(b) thereof allowing certain time and conduct requirements relative to a special
landowner election to be waived with the unanimous consent of all the landowners
to be included in a community facilities district and concurrence of the election
official conducting the election, the undersigned (i) expressly consents to the conduct
of the special election at the earliest possible time the conduct of the public hearing
and (ii) expressly waives any requirement to have the special election conducted
within the time periods specified in Section 53326 of the Act or in the California
Elections Code.
8. The undersigned waives any requirement for the mailing of the ballot for the special
election and expressly agree that said election may be conducted by mailed or hand -
delivered ballot to be returned as quickly as possible to the designated election
official, being the office of the City Clerk of the City Council and the undersigned
request that the results of said election be canvassed and reported to the City Council
at the same meeting of the City Council as the public hearing on the formation of the
CFD or the next available meeting.
9. The undersigned expressly waives all applicable waiting periods for the election and
waives the requirement for analysis and arguments relating to the special election, as
set forth in Section 53327 of the Act, and consents to not having such materials
provided to the landowner in the ballot packet, and expressly waives any
requirements as to the form of the ballot.
10. The undersigned expressly waives all notice requirements relating to hearings and
special elections, whether by posting, publishing or mailing, and whether such
requirements are found in the California Elections Code, the California Government
MCi01310/09901298/581474.2 2
Code or other laws or procedures, including but limited to any notice provided for by
compliance with the provisions of Section 4101 of the California Elections Code.
11. The undersigned 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.
12. The undersigned hereby represents that compliance with the procedural requirements
for conducting the election, including the receipt of any ballot arguments and the time
limitations which apply in connection with scheduling and mailing and publishing
notices of such an election, are unnecessary in light of the fact that the undersigned
has received sufficient information of the proposed changes for CFD.
IN WITNESS WHEREOF, I unto set my hand this _ yd- day of0
fi1eu�✓ Q��nuo6V-546.s�) IK�
a l t ruga �/ v✓a �n�.
By.
Name:
Title:
ACKNOWLEDGE:
MORTGAGOR: DATED:
Print or Type Name(s) of Trust Deed Holders
Un
Its:
MG01310/09901298/581474.2
Filed in the office of the City Clerk of the City of Santa Clarita on Rs- , 02OOD.
By: a x ^--
Sharon L. Dawson, City Clerk
MG01310/09901298/581474.2
EXHIBIT A
PROPERTY DESCRIPTION
S Er-, A+6C6,�-
M001310/09901298/581474.2
320047604
SCHEDULE A (CONTINUED)
DESCRIPTION: THE LAND REFERRED TO HEREIN IS SITUATED IN THE
COUNTY OF LOS ANGELES, STATE OF CALIFORNIA, AND IS DESCRIBED AS
FOLLOWS:
PARCEL 1:
THE NORTHWEST QUARTER OF THE SOUTHEAST QUARTER OF THE SOUTHWEST
QUARTER OF SECTION 19, IN TOWNSHIP 4 NORTH, RANGE 15 WEST, OF
THE SAN BERNARDINO MERIDIAN, IN THE COUNTY OF LOS ANGELES,
STATE OF CALIFORNIA, ACCORDING TO THE OFFICIAL PLAT OF SAID
LAND FILED IN THE DISTRICT LAND OFFICE MARCH 29, 1877.
EXCEPT ONE-HALF OF ALL OIL, GAS, MINERAL AND OTHER HYDROCARBON
SUBSTANCES IN AND UNDER SAID LAND, BUT WITHOUT RIGHT OF ENTRY
TO THE SURFACE OF SUBSURFACE ABOVE A DEPTH OF 500 FEET FROM THE
SURFACE THEREOF, AS RESERVED BY HARLEY A. ROBERTS AND EDNA
SEELINGER ROBERTS, HUSBAND AND WIFE, AND JAMES A. ROBERTS, A
MARRIED MAN, AS JOINT TENANTS, IN DEED RECORDED NOVEMBER 29,
1968, AS INSTRUMENT NO. 216.
PARCEL 2:
THE SOUTHWEST QUARTER OF THE SOUTHEAST QUARTER OF THE SOUTHWEST
QUARTER OF SECTION 19, IN TOWNSHIP 4 NORTH, RANCE 15 WEST, OF
THE SAN BERNARDINO MERIDIAN, IN THE COUNTY OF LOS ANGELES,
STATE OF CALIFORNIA, ACCORDING TO THE OFFICIAL PLAT OF SAID
LAND FILED IN THE DISTRICT LAND OFFICE, MARCH 29, 1877.
EXCEPT ONE-HALF OF ALL OIL, GAS, MINERAL AND OTHER HYDROCARBON
SUBSTANCES IN AND UNDER SAID LAND, BUT WITHOUT RIGHT OF ENTRY
TO THE SURFACE OR SUBSURFACE ABOVE A DEPTH OF 500 FEET FROM THE
SURFACE THEREOF, AS RESERVED BY HARLEY A. ROBERTS AND EDNA
SEELINGER ROBERTS, HUSBAND AND WIFE, AND JAMES A. ROBERTS, A
MARRIED MAN, AS JOINT TENANTS, IN DEED RECORDED NOVEMBER 29,
1.968 AS INSTRUMENT NO. 216.
PARCEL 3:
THE SOUTHEAST QUARTER OF THE SOUTHEAST QUARTER OF THE SOUTHWEST
QUARTER OF SECTION 19, IN TOWNSHIP 4 NORTH, RANGE 15 WEST, OF
THE SAN BERNARDINO MERIDIAN, IN THE COUNTY OF LOS ANGELES,
STATE OF CALIFORNIA, ACCORDING TO THE OFFICIAL PLAT OF SAID
LAND FILED IN THE DISTRICT LAND OFFICE, MARCH 29, 1877.
EXCEPT ONE-HALF OF ALL OIL, GAS, MINERAL AND OTHER HYDROCARBON
SUBSTANCES IN AND UNDER SAID LAND, BUT WITHOUT RIGHT OF ENTRY
TO THE SURFACE OR SUBSURFACE ABOVE A DEPTH OF 500 FEET FROM THE
-2-
320047604
SURFACE THEREOF, AS RESERVED BY HARLEY A. ROBERTS AND EDNA
SEELINGER ROBERTS, HUSBAND AND WIFE, AND JAMES A. ROBERTS, A
MARRIED MAN, AS JOINT TENANTS, IN DEED RECORDED NOVEMBER 29,
1968, AS INSTRUMENT NO. 216.
PARCEL 4:
THE NORTHEAST QUARTER OF THE SOUTHEAST QUARTER OF THE SOUTHWEST
QUARTER OF SECTION 19, IN TOWNSHIP 4 NORTH, RANGE 15 WEST, OF
THE SAN BERNARDINO MERIDIAN, IN THE COUNTY OF LOS ANGELES,
STATE OF CALIFORNIA, ACCORDING TO THE OFFICIAL PLAT OF SAID
LAND FILED IN THE DISTRICT LAND OFFICE, MARCH 29, 1877.
EXCEPT THEREFROM THAT PORTION THEREOF INCLUDED WITHIN THE LINES
OF THE LAND DESCRIBED IN THE DEED TO THE CITY OF LOS ANGELES,
RECORDED ON SEPTEMBER 30, 1982, AS INSTRUMENT NO. 82-988610 OF
OFFICIAL RECORDS OF SAID COUNTY.
EXCEPT ONE-HALF OF ALL OIL, GAS, MINERAL AND OTHER HYDROCARBON
SUBSTANCES IN AND UNDER SAID LAND, BUT WITHOUT RIGHT OF ENTRY
TO THE SURFACE OR SUBSURFACE ABOVE A DEPTH OF 500 FEET FROM THE
SURFACE THEREOF, AS RESERVED BY HARLEY A. ROBERTS AND EDNA
SEELINGER ROBERTS, HUSBAND AND WIFE, AND JAMES A. ROBERTS, A
AA.RRIED MV AS JOINT TENANTS, IN DEED RECORDED NOVEMBER 29,
1968 AS INSTRUMENT NO. 216.
-3-
OFFICIAL BALLOT
CITY OF SANTA CLARITA
COMMUNITY FACILITIES DISTRICT NO. 99-1
(SANTA CLARITA BUSINESS PARK)
SPECIAL ELECTION
APRIL 25, 2000
To vote, mark a cross (+) or check (d) in the voting square after the word "YES" or after the
word "NO." All marks otherwise made are forbidden.
This ballot is provided to �1 1.v)JAP-V n i 1� mais a k !w� as owner or
authorized representative of an owner of land within the City of Santa Clarita Community Facilities
District No. 99-1 (Santa Clarita Business Park) and represents 39 votes.
If you wrongly mark, tear, or deface this ballot, return it to the City Clerk of the City of Santa
Clarita at 23920 Valencia Boulevard, Santa Clarita, California 91355-2196.
PROPOSITION A: Shall the City of Santa Clarita
Community Facilities District No. 99-1 (Santa Clarita
Business Park) prioritize the use of bond proceeds for
certain authorized facilities, namely, Golden Valley
Road Phases H and III and storm drain facilities, shall
it amend the rate and method of apportionment by,
among other things, reducing the maximum special
tax, all as provided in Resolution No. CFD 99-1-
, and shall it reduce the amount of authorized
indebtedness of the CFD from the maximum
aggregate principal amount of $33,000,000, to the
maximum aggregate principal amount of
$18,000,000?
YES
NO
TO: CITY COUNCIL OF THE CITY OF SANTA CLARITA
FROM: LANDOWNER REQUESTING CHANGES TO CFD NO. 99-1
REQUEST FOR CERTAIN CHANGES AND WAIVER OF CERTAIN
ELECTION PROCEDURES AND TIME REQUIREMENTS
WITH RESPECT TO LANDOWNER ELECTION
The undersigned landowner does hereby certify under penalty of perjury that the following
statements are all true and correct:
The undersigned are authorized to represent the landowner identified below and are
its designated representatives to petition the City Council (the "City Council") of the
City with respect to changes to the City of Santa Clarita Community Facilities
District No. 99-1 (Santa Clarita Business Park) (the "CFD") formed under the
provisions ofthe "Mello -Roos Community Facilities Act of 1982" (the "Act'), being
Chapter 2.5 of Part 1 of Division 2 of title 5 (commencing with Section 53311) of the
California Government Code, over the properties included within this petition.
2. The undersigned hereby certify that as of the date indicated opposite their signatures,
the landowner listed herein is the sole owner of property within the boundaries of the
CFD.
3. The undersigned, pursuant to Section 53332 of the Act, hereby requests that
proceedings be commenced to (i) to prioritize the use of bond proceeds for certain
facilities that the CFD is authorized to own, operate or contribute revenue to, (ii)
modify the rate and method of apportionment of the special tax of the CFD, and (iii)
reduce the amount of authorization of bonds for the CFD.
4. The landowner hereby appoints L p o v 2 AS n- c.r ^ as its
authorized representative to vote in the election referred to herein and certifies that
his or her true and exact signature is set forth below:
5. The undersigned hereby certifies that as of the date indicated opposite its signature,
the landowner listed herein is the owner of approximately 249.43 acres of land within
MGO1310109901298/5814741
the boundaries of the CFD, such property further described in Exhibit "A" hereto (the
"Property"). There are no registered voters residing within the Property and have
been none during the 90 -day period preceding the March 28, 2000 (continued to
April 25, 2000) public hearing conducted by the City Council pursuant to
Government Code Section 53325.
6. On or about March 7, 2000, the landowner and the appropriate officers thereof were
made aware of the March 28, 2000 (continued to April 25, 2000) public hearing to
be held regarding the prioritization of certain of the facilities for the CFD, the
modification to the rate and method of apportionment and the reduction in the
amount of authorized indebtedness of the CFD. The landowner agrees that it
received adequate notice of the hearing. The landowner and the appropriate officers
thereofhave received necessary and relevant information regarding these issues from
the City and the City has made available to the landowner sufficient opportunity to
obtain such information.
In accordance with the provisions of the Act, and specifically Sections 53326(a) and
53327(b) thereof allowing certain time and conduct requirements relative to a special
landowner election to be waived with the unanimous consent of all the landowners
to be included in a community facilities district and concurrence of the election
official conducting the election, the undersigned (i) expressly consents to the conduct
of the special election at the earliest possible time the conduct of the public hearing
and (ii) expressly waives any requirement to have the special election conducted
within the time periods specified in Section 53326 of the Act or in the California
Elections Code.
8. The undersigned waives any requirement for the mailing of the ballot for the special
election and expressly agree that said election may be conducted by mailed or hand -
delivered ballot to be returned as quickly as possible to the designated election
official, being the office of the City Clerk of the City Council and the undersigned
request that the results of said election be canvassed and reported to the City Council
at the same meeting of the City Council as the public hearing on the formation of the
CFD or the next available meeting.
9. The undersigned expressly waives all applicable waiting periods for the election and
waives the requirement for analysis and arguments relating to the special election, as
set forth in Section 53327 of the Act, and consents to not having such materials
provided to the landowner in the ballot packet, and expressly waives any
requirements as to the form of the ballot.
10. The undersigned expressly waives all notice requirements relating to hearings and
special elections, whether by posting, publishing or mailing, and whether such
requirements are found in the California Elections Code, the California Government
MG01310/09901298/581474.2 2
J
Code or other laws or procedures, including but limited to any notice provided for by
compliance with the provisions of Section 4101 of the California Elections Code.
11. The undersigned 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.
12. The undersigned hereby represents that compliance with the procedural requirements
for conducting the election, including the receipt of any ballot arguments and the time
limitations which apply in connection with scheduling and mailing and publishing
notices of such an election, are unnecessary in light of the fact that the undersigned
has received sufficient information of the proposed changes for CFD.
IN WITNESS WHEREOF, I unto set my hand this 'Z'I day of &Rr' Ca
SPIRIT PROPERTIES, LTD.
a California corporation
By:
Name: :♦e
Title:
ACKNOWLEDGE:
MORTGAGOR: DATED:
Print or Type Name(s) of Trust Deed Holders
0
Its:
MGO 1310/09901298/581494.2
Filed in the office of the City Clerk of the City of Santa Clarita on aZS o2Li�.
By:x
Sharon L. Dawson, City Clerk
MG01310/09901298/581474.2
EXHIBIT A
PROPERTY DESCRIPTION
MG01310/09901298/581474.2
9912954-51, ME, NB - APRIL 24, 2000
LEGAL DESCRIPTION FOR
THE LAND REFERRED TO HEREIN IS SITUATED IN THE COUNTY OF LOS ANGELES, STATE OF
CALIFORNIA, AND IS DESCRIBED AS FOLLOWS:
PARCEL 1:
THOSE PORTIONS OF THE RANCHO SAN FRANCISCO, AS SHOWN ON MAP RECORDED IN BOOK
1 PAGES 521 AND 522 OF PATENTS, TOGETHER WITH THAT PORTION OF LOT 62 OF ST. JOHNS
SUBDIVISION, AS PER MAP RECORDED IN BOOK 196 PAGE 304 OF MISCELLANEOUS RECORDS,
IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY, TOGETHER WITH THAT
PORTION OF SECTION 19, TOWNSHIP 4 NORTH, RANGE 15 WEST, SAN BERNARDINO MERIDIAN,
ACCORDING TO THE OFFICIAL PLAT THEREOF, DESCRIBED AS WHOLE AS FOLLOWS:
BEGINNING AT THE INTERSECTION OF THE SOUTHEASTERLY LINE OF THE 100 FOOT RIGHT OF
WAY OF THE SOUTHERN PACIFIC RAILROAD WITH THE CENTER LINE OF THE STRIP OF LAND
100 FEET WIDE, DESCRIBED IN THE DEED TO THE CITY OF LOS ANGELES RECORDED IN BOOK
4552 PAGE 178 OF DEEDS, RECORDS OF SAID COUNTY; THENCE ALONG THE SAID CENTER
LINE SOUTH 11°41' EAST TO THE SOUTHERLY TERMINUS OF THE CENTER LINE DESCRIBED IN
SAID DEED AS "SOUTH 11°41' EAST, A DISTANCE OF 4869.40 FEET; THENCE SOUTH 26°30' EAST
1309.50 FEET; THENCE ALONG THE CENTER LINE OF THE STRIP OF LAND 100 FEET WIDE,
DESCRIBED IN DECREE OF CONDEMNATION RECORDED IN BOOK 18154 PAGE 157 OFFICIAL
RECORDS OF SAID COUNTY; SOUTH 12°52'41" EAST TO THE NORTHERLY LINE OF LOT 62 OF
ST. JOHNS SUBDIVISION, AS PER MAP RECORDED IN BOOK 196 PAGE 304 OF MISCELLANEOUS
RECORDS IN SAID OFFICE OF THE COUNTY RECORDER; THENCE EASTERLY ALONG SAID
NORTHERLY LINE OF LOT 62 TO A POINT DISTANT WESTERLY THEREON 641.74 FEET FROM
THE NORTHEAST CORNER OF SAID LOT 62; THENCE SOUTHERLY PARALLEL WITH THE EAST
LINE OF SAID LOT 62, A DISTANCE OF 641.74 FEET; THENCE EAST PARALLEL WITH THE SAID
NORTH LINE, A DISTANCE OF 641.74 FEET TO SAID EAST LINE; THENCE NORTH THEREON
641.74 FEET TO THE NORTHEAST CORNER OF SAID LOT 62; THENCE NORTHERLY ALONG THE
EAST LINE OF SAID RANCHO TO THE INTERSECTION THEREOF WITH THE WEST LINE OF SAID
SECTION 19; THENCE CONTINUING ALONG SAID EAST LINE OF SAID RANCHO AND THE WEST
LINE OF SAID SECTION 19 TO THE SOUTHWESTERLY CORNER OF LOT 3 OF SAID SECTION 19;
THENCE EASTERLY ALONG THE SOUTHERLY LINE OF SAID LOT 3 TO THE SOUTHEAST
CORNER OF SAID LOT 3; THENCE NORTH 8904846" EAST 674.29 FEET; THENCE NORTH 002'45"
WEST 655.95 FEET TO THE SOUTHERLY LINE OF THE LAND DESCRIBED IN THE DEED TO FRED
RUETHER, ET AL., RECORDED ON JUNE 21, 1924 AS INSTRUMENT NO. 647 IN BOOK 3462 PAGE
7 OF SAID OFFICIAL RECORDS; THENCE NORTH 89049'55" EAST TO THE NORTH -SOUTH
CENTER LINE OF SAID SECTION 19; THENCE NORTHERLY THEREON TO A POINT SOUTHERLY
THEREON 855 FEET FROM THE SOUTHERLY LINE OF THE SOUTH PACIFIC RAILROAD RIGHT OF
WAY (200 FEET WIDE) GRANTED BY ACT OF CONGRESS, APPROVED MARCH 3,1871; THENCE
PARALLEL WITH THE LAST MENTIONED SOUTHERLY LINE, SOUTH 81018'20" WEST 1170 FEET
TO THE EASTERLY LINE OF THE LAND DESCRIBED AS PARCEL "A", IN THE DEED TO MILTON
LUROS, BY DOCUMENT RECORDED ON NOVEMBER 19, 1964 AS INSTRUMENT NO. 1147 IN
BOOK D2744 PAGE 167, OFFICIAL RECORDS OF SAID COUNTY; THENCE ALONG THE EASTERLY
BOUNDARY OF SAID LAST DESCRIBED LAND, SOUTH 0036'26" EAST 713 FEET TO THE
SOUTHEAST CORNER OF SAID LAND; THENCE CONTINUING ALONG THE SOUTHERLY AND
WESTERLY LINES OF SAID LAST DESCRIBED LAND, SOUTH 81018'20" WEST 500.00 FEET AND
NORTH 0°36'26" WEST 1568 FEET TO THE SOUTHERLY LINE OF SAID 200 FOOT RIGHT OF WAY;
THENCE WESTERLY AND NORTHERLY ALONG THE SOUTHERLY AND WESTERLY LINES OF SAID
200 FOOT RIGHT OF WAY, TO THE SOUTHERLY LINE OF SAID RIGHT OF WAY, 100 FEET WIDE;
THENCE WESTERLY ALONG SAID LAST MENTIONED SOUTHERLY LINE TO THE POINT OF
BEGINNING.
9912954-51, ME, NB -APRIL 24, 2000
EXCEPT THEREFROM THAT PORTION OF SAID LAND DESCRIBED IN THE DEED TO W.E. RIDER
AND CLARA H. RIDER, RECORDED ON MARCH 17, 1959 AS INSTRUMENT NO. 18181N BOOK
D400 PAGE 728 OFFICIAL RECORDS OF SAID COUNTY.
ALSO EXCEPT THEREFROM THAT PORTION OF SAID LAND DESCRIBED IN THE DEED TO HI -
SHEAR, A CORPORATION, RECORDED DECEMBER 7, 1964 AS INSTRUMENT NO. 1073 IN BOOK
D2723 PAGE 89 OFFICIAL RECORDS OF SAID COUNTY.
ALSO EXCEPT THEREFROM THAT PORTION OF SAID LAND AS DESCRIBED IN THE DEED TO
GLASS BOTTLE BLOWERS ASSOCIATION OF THE UNITED STATES AND CANADA, LOCAL 69, BY
DOCUMENT RECORDED MARCH 28, 1966 AS INSTRUMENT NO. 615 IN BOOK D3250 PAGE 819
OFFICIAL RECORDS OF SAID COUNTY.
ALSO EXCEPT THEREFROM THAT PORTION OF SAID LAND DESCRIBED IN THE DEED TO
PATRICK MULCAHY, ET AL., RECORDED MAY 6, 1966 AS INSTRUMENT NO. 234 IN BOOK D3295
PAGE 964 OFFICIAL RECORDS OF SAID COUNTY, AND RECORDED MAY 6, 1966 AS INSTRUMENT
NO. 233 IN BOOK D3295 PAGE 962 OFFICIAL RECORDS OF SAID COUNTY.
ALSO EXCEPT THAT PORTION OF SAID LAND DESCRIBED IN THE DEED TO THE CITY OF LOS
ANGELES RECORDED SEPTEMBER 25, 1967 AS INSTRUMENT NO. 306 IN BOOK D3777 PAGE 592
OFFICIAL RECORDS OF SAID COUNTY AND REGRANTED IN DEED RECORDED JULY 29, 1980 AS
INSTRUMENT NO. 80-722395.
ALSO EXCEPT THEREFROM THOSE PORTION OF SAID LAND DESCRIBED IN DEED TO CITY OF
LOS ANGELES RECORDED JANUARY 18, 2000 AS INSTRUMENT NO. 00-68140.
ALSO EXCEPT THAT PORTION OF SAID LAND INCLUDED WITHIN THE LINES OF THE LAND
DESCRIBED IN PARCEL 1 OF THE DEED TO JOSEPH A. HAGER, RECORDED FEBRUARY 9, 1970
AS INSTRUMENT NO. 214 IN BOOK D4628 PAGE 147 OFFICIAL RECORDS OF SAID COUNTY.
ALSO EXCEPT THEREFROM THAT PORTION OF SAID LAND DESCRIBED IN DEED TO THE CITY
OF LOS ANGELES RECORDED JUNE 18, 1980 AS INSTRUMENT NO. 80-587072, AND REGRANTED
IN DEED RECORDED JULY 29, 1980 AS INSTRUMENT NO. 80-722396 AND RECORDED JUNE 18,
1980 AS INSTRUMENT NO, 80-587061.
ALSO EXCEPT THEREFROM THAT PORTION OF SAID LAND LYING NORTHERLY AND EASTERLY
OF THE SOUTHERLY LINE AND THE WESTERLY, NORTHWESTERLY PROLONGATION OF SAID
SOUTHERLY LINE OF THE LAND DESCRIBED IN THE DEED OF THE CITY OF LOS ANGELES
RECORDED JUNE 18, 1980 AS INSTRUMENT NO. 80-587061.
ALSO EXCEPT THEREFROM THE LAND DESCRIBED IN THE DEED RECORDED SEPTEMBER 7,
1984 AS INSTRUMENT NO. 84-1079328.
ALSO EXCEPT THEREFROM THAT PORTION OF SAID LAND DESCRIBED IN DEED RECORDED
APRIL 28, 1993 AS INSTRUMENT NO. 93-798471.
ALSO EXCEPT THEREFROM THAT PORTION OF SAID LAND, DESCRIBED IN DEED TO SAUGUS
UNION SCHOOL DISTRICT, RECORDED NOVEMBER 15, 1993 AS INSTRUMENT NO. 93-2241143.
ALSO EXCEPT FROM THE REMAINDER THEREOF, ANY PORTION INCLUDED WITHIN TRACT
42670-02, AS PER MAP RECORDED APRIL 13, 2000 ON BOOK 1246 PAGE 74 TO 78 INCLUSIVE OF
MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY.
EXCEPT THEREFROM FROM A PORTION OF SAID LAND AN UNDIVIDED 3% INTEREST IN AND TO
ALL THE OIL, GAS OTHER HYDROCARBON SUBSTANCES AND MINERALS IN, UNDER, AND/OR
WHICH MAY BE PRODUCED AND SAVED FROM SAID LAND, TOGETHER WITH THE RIGHT OF
INGRESS AND EGRESS AT ALL TIMES FOR THE PURPOSE OF MINING, DRILLING, EXPLORING,
OPERATING AND DEVELOPING SAID LAND FOR OIL, OR FOR STORING, HANDLING,
TRANSPORTING AND MARKETING SAME; AND THE RIGHT TO REMOVE FROM SAID LAND ALL
9912954-51, ME, NB - APRIL 24, 2000
OF THE GRANTEE'S PROPERTY AND IMPROVEMENTS, AS GRANTED BY BERMITE POWDER
COMPANY TO LOS ANGELES HOME COMPANY, A CALIFORNIA CORP., IN DEED RECORDED
FEBRUARY 10, 1949 AS INSTRUMENT NO. 852 IN BOOK 29022 PAGE 337 OFFICIAL RECORDS.
EXCEPT THEREFROM FROM A PORTION OF SAID LAND AN UNDIVIDED 0.5% INTEREST IN AND
TO ALL THE OIL, GAS, OTHER HYDROCARBON SUBSTANCES AND MINERALS IN, UNDER
AND/OR WHICH MAY BE PRODUCED AND SAVED FROM SAID LAND, TOGETHER WITH THE
RIGHT OF INGRESS AND EGRESS AT ALL TIMES FOR THE PURPOSE OF MINING, DRILLING,
EXPLORING, OPERATING AND DEVELOPING SAID LAND FOR OIL, OR FOR STORING, HANDLING,
TRANSPORTING AND MARKETING SAME; AND THE RIGHT TO REMOVE FROM SAID LAND ALL OF
THE GRANTEE'S PROPERTY AND IMPROVEMENTS, AS GRANTED BY BERMITE POWDER
COMPANY TO NORMA COLEMAN, A WIDOW, IN DEED RECORDED FEBRUARY 21, 1949 AS
INSTRUMENT NO. 802 IN BOOK 29421 PAGE 270 OFFICIAL RECORDS.
ALL RIGHTS OF INGRESS AND EGRESS OVER AND IN AND TO THE SURFACE HAVING BEEN
QUITCLAIMED BY NORMAN COLEMAN, IN DEED RECORDED NOVEMBER 22, 1955 AS
INSTRUMENT NO. 1753, IN BOOK 49589 PAGE 168 OFFICIAL RECORDS AND QUITCLAIMED BY
LOS ANGELES HOME COMPANY, IN DEED RECORDED NOVEMBER 22, 1955 AS INSTRUMENT
NO. 1754 IN BOOK 49589 PAGE 395 OFFICIAL RECORDS.
ALSO EXCEPT THEREFROM FROM A PORTION OF SAID LAND, 46 Y2% OF ALL OIL, GAS,
MINERALS AND OTHER HYDROCARBON SUBSTANCES LYING IN AND UNDER SAID LAND, AS
RESERVED BY BERMITE POWDER COMPANY, IN DEED RECORDED NOVEMBER 22, 1955 AS
INSTRUMENT NO. 1755 IN BOOK 49589 PAGE 169 OFFICIAL RECORDS.
ALSO EXCEPT THEREFROM AN UNDIVIDED ONE-HALF INTEREST IN ALL OIL, GAS, MINERALS
AND OTHER HYDROCARBON SUBSTANCES IN AND UNDER SAID LAND LYING BELOW A DEPTH
OF 500 FEET FROM THE SURFACE THEREOF; BUT WITH NO RIGHT OF SURFACE ENTRY, AS
PROVIDED IN THE DEED RECORDED APRIL 10, 1981 AS INSTRUMENT NO. 81-361476.
ALSO EXCEPT THEREFROM AN UNDIVIDED ONE-HALF INTEREST IN ALL OIL, GAS, MINERALS
AND OTHER HYDROCARBON SUBSTANCES IN AND UNDER SAID LAND LYING BELOW A DEPTH
OF 500 FEET FROM THE SURFACE THEREOF; BUT WITH NO RIGHT OF SURFACE ENTRY, AS
PROVIDED IN THE DEED RECORDED APRIL 24, 1981 AS INSTRUMENT NO. 81-410943.
PARCEL 2;
THAT PORTION OF THE RANCHO SAN FRANCISCO, AS PER MAP RECORDED IN BOOK 1 PAGES
521 AND 522 OF PATENTS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY,
DESCRIBED AS FOLLOWS:
BEGINNING AT THE INTERSECTION OF THAT CERTAIN COURSE IN THE BOUNDARY LINE OF
THE LAND DESCRIBED IN THE DEED TO W.E. RIDER AND WIFE, RECORDED ON MARCH 17, 1959
AS INSTRUMENT NO. 1818 IN BOOK D400 PAGE 728 OFFICIAL RECORDS OF SAID COUNTY, AS
HAVING A BEARING AND LENGTH OF NORTH 12°07'01" WEST 644.98 FEET WITH THE
SOUTHERLY LINE OF THE SOUTHERN PACIFIC RAILROAD RIGHT OF WAY, 100.00 FEET WIDE;
THENCE ALONG THE BOUNDARY LINE OF THE LAND DESCRIBED IN SAID DEED AS FOLLOWS:
SOUTH 12007'01" EAST 644.98 FEET AND NORTH 76015'48" EAST 563.49 FEET; THENCE LEAVING
SAID BOUNDARY LINE, NORTH 10°30'48" WEST 721.77 FEET TO A POINT IN SAID SOUTHERLY
RIGHT OF WAY LINE, DISTANT EASTERLY THEREON 591.83 FEET FROM THE POINT OF
BEGINNING; THENCE WESTERLY ALONG SAID SOUTHERLY RIGHT OF WAY LINE, 591.83 FEET
TO THE POINT OF BEGINNING.
EXCEPT THEREFROM AN UNDIVIDED ONE-HALF INTEREST IN ALL OIL, GAS, MINERALS AND
OTHER HYDROCARBON SUBSTANCES IN AND UNDER SAID LAND LYING BELOW A DEPTH OF
500 FEET FROM THE SURFACE THEREOF; BUT WITH NO RIGHT OF SURFACE ENTRY, AS
PROVIDED IN THE DEED RECORDED MARCH 17, 1959 AS INSTRUMENT NO. 1818.
9912954-51, ME, NB - APRIL 24, 2000
EXCEPT THEREFROM AN UNDIVIDED ONE-HALF INTEREST IN ALL OIL, GAS, MINERALS AND
OTHER HYDROCARBON SUBSTANCES IN AND UNDER SAID LAND LYING BELOW A DEPTH OF
500 FEET FROM THE SURFACE THEREOF; BUT WITH NO RIGHT OF SURFACE ENTRY, AS
PROVIDED IN THE DEED RECORDED NOVEMBER 19, 1964 AS INSTRUMENT NO. 1147.
ALSO EXCEPT THEREFROM AN UNDIVIDED ONE-HALF INTEREST IN ALL OIL, GAS, MINERALS
AND OTHER HYDROCARBON SUBSTANCES IN AND UNDER SAID LAND LYING BELOW A DEPTH
OF 500 FEET FROM THE SURFACE THEREOF; BUT WITH NO RIGHT OF SURFACE ENTRY, AS
PROVIDED IN THE DEED RECORDED APRIL 10, 1981 AS INSTRUMENT NO. 81-361476.
PARCEL 2A:
AN EASEMENT FOR INGRESS, EGRESS AND UTILITY PURPOSES, TO BE USED IN COMMON
WITH OTHERS, OVER THE NORTHERLY 60 FEET OF THE LAND DESCRIBED IN THE DEED TO
W.F. RIDER, RECORDED MARCH 17, 1959 AS INSTRUMENT NO. 1818 IN BOOK D400 PAGE 728
OFFICIAL RECORDS.
EXCEPT THEREFROM THAT PORTION INCLUDED WITHIN THE LINES OF PARCEL 2
HEREINABOVE.
PARCEL 3:
THAT PORTION OF SECTION 19, TOWNSHIP 4 NORTH, RANGE 15 WEST, SAN BERNARDINO
MERIDIAN, ACCORDING TO THE OFFICIAL PLAT OF SAID LAND FILED IN THE DISTRICT LAND
OFFICE ON MARCH 29, 1877, DESCRIBED AS FOLLOWS:
BEGINNING AT THE NORTHWESTERLY CORNER OF THE LAND CONVEYED TO CROWN COACH
CORPORATION BY PARCEL 1 OF THE DEED RECORDED ON MAY 18, 1960 AS INSTRUMENT NO.
1528 IN BOOK D849 PAGE 936 OFFICIAL RECORDS IN THE OFFICE OF THE COUNTY RECORDER
OF SAID COUNTY, SAID CORNER BEING IN THE SOUTHERLY LINE OF THE 200 FOOT WIDE
RIGHT OF WAY GRANTED TO THE SOUTHERN PACIFIC RAILROAD COMPANY OF CALIFORNIA
BY ACT OF CONGRESS APPROVED MARCH 3, 1871 DISTANT THEREON SOUTH 81°18'20" WEST
1170 FEET FROM NORTH -SOUTH CENTER LINE OF SAID SECTION 19; THENCE ALONG SAID
SOUTHERLY RIGHT OF WAY LINE SOUTH 81°18'20" WEST 500 FEET; THENCE SOUTH 0036'26"
EAST 1568 FEET; THENCE PARALLEL WITH SAID SOUTHERLY LINE NORTH 81018'20" EAST 500
FEET TO THE SOUTHERLY PROLONGATION OF THE WESTERLY LINE OF SAID LAND OF CROWN
COACH CORPORATION; THENCE ALONG SAID PROLONGATION AND SAID WESTERLY LINE
NORTH 0°3626" WEST 1568 FEET TO THE POINT OF BEGINNING.
EXCEPT THEREFROM THE SOUTHERLY 5 ACRES.
ALSO EXCEPT THEREFROM THAT PORTION OF SAID LAND DESCRIBED IN DEED TO THE CITY
OF LOS ANGELES, A MUNICIPAL CORPORATION ON JUNE 18, 1980 AS INSTRUMENT NO. 80-
587061.
ALSO EXCEPT THAT PORTION OF SAID LAND LYING WITHIN THE BOUNDARIES OF THE LAND
DESCRIBED IN THE DEEDS RECORDED JULY 29, 1980 AS INSTRUMENT NO. 80-722394 AND 80-
722396.
ALSO EXCEPT THAT PORTION OF SECTION 19, TOWNSHIP 4 NORTH, RANGE 15 WEST, SAN
BERNARDINO MERIDIAN, ACCORDING TO THE OFFICIAL PLAT OF SAID LAND FILED IN THE
DISTRICT LAND OFFICE ON MARCH 29, 1877, DESCRIBED AS FOLLOWS:
BEGINNING AT THE NORTHWESTERLY CORNER OF THE LAND CONVEYED TO CROWN COACH
CORPORATION BY PARCEL 1 OF THE DEED RECORDED ON MAY 18, 1960 AS INSTRUMENT NO,
1528 IN BOOK D849 PAGE 936 OFFICIAL RECORDS IN THE OFFICE OF THE COUNTY RECORDER
OF SAID COUNTY, SAID CORNER BEING IN THE SOUTHERLY LINE OF THE 200 FEET WIDE
RIGHT OF WAY GRANTED TO THE SOUTHERN PACIFIC RAILROAD COMPANY OF CALIFORNIA
BY ACT OF CONGRESS APPROVED MARCH 3, 1871, DISTANT THEREON SOUTH 81°24'05" WEST
9912954-51, ME, NB - APRIL 24, 2000
1170.00 FEET FROM NORTH -SOUTH CENTER LINE OF SAID SECTION 19; THENCE ALONG SAID
SOUTHERLY RIGHT OF WAY LINE SOUTH 81°24'05" WEST, 632.87 FEET TO THE EASTERLY LINE
OF THE 330 FEET RIGHT OF WAY DEEDED TO THE CITY OF LOS ANGELES DEPARTMENT OF
WATER AND POWER RECORDED JUNE 18, 1980 AS INSTRUMENT NO. 80-587072; THENCE
SOUTH 11038'39" WEST, ALONG THE EASTERLY LINE OF SAID RIGHT OF WAY 367.94 FEET;
THENCE 71038'37" EAST, ALONG THE NORTHEASTERLY LINE OF SAID RIGHT OF WAY 796.15
FEET; THENCE NORTH 0029'52" WEST 735.65 FEET TO THE POINT OF BEGINNING.
ALSO EXCEPT FROM THE REMAINDER THEREOF, ANY PORTION INCLUDED WITHIN TRACT
42670-02 AS PER MAP RECORDED APRIL 13, 2000 IN BOOK 1246 PAGES 74 TO 78 INCLUSIVE OF
MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY.
ALSO EXCEPT THEREFROM AN UNDIVIDED ONE-HALF INTEREST IN ALL OIL, GAS, MINERALS
AND OTHER HYDROCARBON SUBSTANCES LYING BELOW THE SURFACE OF SAID LAND; BUT
WITH NO RIGHT OF SURFACE ENTRY THERETO, AS PROVIDED IN THE DEED RECORDED
NOVEMBER 19, 1964 AS INSTRUMENT NO. 1147 IN BOOK D2704 PAGE 936 OFFICIAL RECORDS.
ALSO EXCEPT 50 PERCENT OF ANY AND ALL OIL, GAS, HYDROCARBON SUBSTANCES AND
OTHER MINERALS UNDER AND IN SAID LAND INCLUDING THE RIGHT OF SURFACE AND
SUBSURFACE ENTRY FOR THE PURPOSE OF ASCERTAINING THE PRESENCE OF AND
EXTRACTING ANY SUCH OIL, GAS, HYDROCARBON SUBSTANCES OR OTHER MINERALS, AS
RESERVED BY MILTON LURES, IN DEED RECORDED DECEMBER 29, 1967 AS INSTRUMENT NO.
5285 IN BOOK D3876 PAGE 453 OFFICIAL RECORDS.
ALSO EXCEPT THEREFROM AN UNDIVIDED ONE-HALF INTEREST IN ALL OIL, GAS, MINERALS
AND OTHER HYDROCARBON SUBSTANCES LYING BELOW THE SURFACE OF SAID LAND; BUT
WITH NO RIGHT OF SURFACE ENTRY THERETO, AS PROVIDED IN THE DEED RECORDED
FEBRUARY 6, 1970 AS INSTRUMENT NO. 611.
PARCEL 4:
THAT PORTION OF SECTION 24, TOWNSHIP 4 NORTH, RANGE 16 WEST, RANCHO SAN
FRANCISCO, AS PER MAP RECORDED IN BOOK 1 PAGE 521 OF PATENTS, IN THE OFFICE OF
THE COUNTY RECORDER OF SAID COUNTY, DESCRIBED AS FOLLOWS:
BOUNDED NORTHERLY BY THE SOUTHERLY LINE OF THE SOUTHERN PACIFIC RAILROAD
RIGHT OF WAY SOUTHERLY OF SOLEDAD CANYON ROAD; BOUNDED SOUTHERLY BY THE
NORTHERLY LINE OF ST. JOHN SUBDIVISION, AS PER MAP RECORDED IN BOOK 196 PAGE 304
OF MISCELLANEOUS RECORDS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY;
BOUNDED WESTERLY BY THE NORTHEASTERLY LINE OF THE LAND DESCRIBED IN THE DEED
TO THE BERMITE POWER COMPANY, RECORDED ON JULY 23, 1951 AS INSTRUMENT NO. 1547
IN BOOK 36817 PAGE 287 OFFICIAL RECORDS IN THE OFFICE OF THE COUNTY RECORDER OF
SAID COUNTY, NORTHEASTERLY LINE PROLONGED SOUTHEASTERLY AND BOUNDED
EASTERLY BY A LINE DESCRIBED AS FOLLOWS:
BEGINNING AT POINT OF INTERSECTION OF THE SOUTHERLY LINE OF SAID SOUTHERN
PACIFIC RAILROAD RIGHT OF WAY AND THE CENTER LINE OF THE STRIP OF LAND 100 FEET
WIDE DESCRIBED IN THE DEED TO THE CITY OF LOS ANGELES, RECORDED IN BOOK 4552
PAGE 178 OF DEEDS RECORDS OF SAID COUNTY; THENCE SOUTH 11°41' EAST ALONG SAID
CENTER LINE TO THE SOUTHERLY TERMINUS OF THE LINE DESCRIBED IN SAID DEED AS
SOUTH 11°41' EAST, A DISTANCE OF 4869.40 FEET; THENCE SOUTH 26°30' EAST 1309.50 FEET;
THENCE ALONG THE CENTER LINE OF THE STRIP OF LAND 100 FEET WIDE, DESCRIBED IN
DECREE OF CONDEMNATION, RECORDED IN BOOK 18154 PAGE 157 OFFICIAL RECORDS,
RECORDS OF SAID COUNTY, SOUTH 1205241" EAST TO THE NORTHERLY LINE OF SAID ST.
JOHN SUBDIVISION.
EXCEPT THEREFROM THE FOLLOWING DESCRIBED PARCELS OF LAND LYING WITHIN
PARCELS "A" TO "D" INCLUSIVE AS FOLLOWS:
9912954-51, ME, NB - APRIL 24, 2000
PARCEL A: (EXCEPT TO PARCEL 4)
THAT PORTION OF SECTION 24, TOWNSHIP 4 NORTH, RANGE 16 WEST, RANCHO SAN
FRANCISCO, AS PER MAP RECORDED IN BOOK 1 PAGE 521 OF PATENTS, IN THE OFFICE OF
THE COUNTY RECORDER OF SAID COUNTY, DESCRIBED AS FOLLOWS:
BEGINNING AT THE NORTHERLY CORNER OF THE LAND DESCRIBED IN DEED RECORDED ON
JULY 23, 1951 AS INSTRUMENT NO. 15471N BOOK 36817 PAGE 287 OFFICIAL RECORDS, IN THE
OFFICE OF THE COUNTY RECORDER, SAID POINT BEING IN THE SOUTHERLY RIGHT OF WAY
LINE OF THE SOUTHERN PACIFIC RAILROAD 100 FEET WIDE; THENCE ALONG THE
NORTHEASTERLY LINE OF SAID LAND DESCRIBED IN BOOK 36817 PAGE 287, OFFICIAL
RECORDS OF SAID COUNTY, SOUTH 35040'25" EAST 1018.00 FEET AND SOUTH 34°58'50" EAST
703.93 FEET TO THE MOST EASTERLY CORNER THEREOF; THENCE NORTH 45042'00" EAST
851.90 FEET TO A POINT ON A NON -TANGENT CURVE CONCAVE EASTERLY AND HAVING A
RADIUS OF 500 FEET, A RADIAL LINE TO SAID POINT BEARS SOUTH 42°33'47" WEST; THENCE
NORTHERLY ALONG SAID CURVE THROUGH A CENTRAL ANGLE OF 52044'57" AND ARC
DISTANCE OF 460.32 FEET; THENCE TANGENT TO SAID CURVE NORTH 5018'44" EAST 118.48
FEET TO THE BEGINNING OF A TANGENT CURVE CONCAVE WESTERLY AND HAVING A RADIUS
OF 600 FEET; THENCE NORTHERLY ALONG SAID CURVE THROUGH A CENTRAL ANGLE OF
32°41'21" AN ARC DISTANCE OF 342.32 FEET; THENCE TANGENT TO SAID CURVE NORTH
27°22'37" WEST TO SAID SOUTHERLY RIGHT OF WAY LINE OF THE SOUTHERN PACIFIC
RAILROAD 100 FEET WIDE; THENCE WESTERLY ALONG SAID RIGHT OF WAY TO THE POINT OF
BEGINNING.
PARCEL B: (EXCEPTION TO PARCEL 4)
THAT PORTION OF THE RANCHO SAN FRANCISCO, AS SHOWN ON MAP RECORDED IN BOOK 1
PAGES 521 AND 522 OF PATENTS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID
COUNTY, DESCRIBED AS FOLLOWS:
BEGINNING AT THE INTERSECTION OF THE SOUTHERLY RIGHT OF WAY LINE OF THE
SOUTHERN PACIFIC RAILROAD (100 FEET WIDE) WITH THE WESTERLY SIDE LINE OF THAT
CERTAIN STRIP OF LAND (100 FEET WIDE) DESCRIBED IN DEED RECORDED ON MAY 15, 1911
AS INSTRUMENT NO. 1543 IN BOOK 4552 PAGE 178 OF DEEDS, IN THE OFFICE OF THE COUNTY
RECORDER OF SAID COUNTY; THENCE SOUTH 11040'27" EAST ALONG SAID WESTERLY SIDE
LINE 618.98 FEET TO AN ANGLE POINT IN SAID LINE; THENCE CONTINUING ALONG SAID
WESTERLY LINE SOUTH 26°28'50" EAST 665.00 FEET; THENCE SOUTH 63°31'10" WEST 806.65
FEET; THENCE NORTH 13°42'18" WEST 1228.58 FEET, MORE OR LESS, TO A POINT IN SAID
SOUTHERLY RIGHT OF WAY LINE OF THE SOUTHERN PACIFIC RAILROAD, DISTANT THEREON
750.00 FEET SOUTHWESTERLY FROM THE POINT OF BEGINNING; THENCE NORTH 58031'40"
EAST ALONG SAID SOUTHERLY RIGHT OF WAY LINE 750.00 FEET TO THE POINT OF BEGINNING.
BASIS OF BEARING BEING THAT CERTAIN COURSE IN THE SOUTHERLY RIGHT OF WAY LINE OF
THE SOUTHERN PACIFIC RAILROAD AS SHOWN ON COUNTY SURVEYOR'S MAP NO. B-2238-1
ON FILE IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY, HAVING A BEARING OF
NORTH 58031'40" EAST.
PARCEL C: (EXCEPTION TO PARCEL 4)
THAT PORTION OF THE RANCHO SAN FRANCISCO, AS SHOWN ON MAP RECORDED IN BOOK 1
PAGES 521 AND 522 OF PATENTS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID
COUNTY, DESCRIBED AS FOLLOWS:
BEGINNING AT THE INTERSECTION OF THE SOUTHERLY RIGHT OF WAY LINE OF THE
SOUTHERN PACIFIC RAILROAD, 100.00 FEET WIDE, WITH THE WESTERLY LINE OF PARCEL 1, IN
DEED TO STANLEY C. KRAMER, RECORDED MARCH 17, 1960 AS INSTRUMENT NO. 572 IN BOOK
D783, OFFICIAL RECORDS OF SAID COUNTY; THENCE ALONG SAID WESTERLY LINE SOUTH
13056'46" EAST 67.21 FEET TO THE "TRUE POINT OF BEGINNING"; THENCE CONTINUING ALONG
SAID WESTERLY LINE SOUTH 13036'46" EAST 630.00 FEET; THENCE SOUTH 58037'12" WEST
9912954-51, ME, NB - APRIL 24, 2000
215.31 FEET; THENCE NORTH 36°02'48" WEST 211.37 FEET TO A POINT, SAID POINT BEING THE
BEGINNING OF A CURVE CONCAVE NORTHWESTERLY, HAVING A RADIUS OF 292.00 FEET, A
RADIAL LINE OF SAID POINT BEARS SOUTH 36002'48" EAST; THENCE NORTHEASTERLY,
NORTHERLY AND NORTHWESTERLY ALONG SAID CURVE THROUGH A CENTRAL ANGLE OF
85020'00" AN ARC LENGTH OF 434.89 FEET; THENCE TANGENT TO SAID CURVE NORTH 31022'48"
WEST 73.25 FEET TO THE BEGINNING OF A TANGENT CURVE CONCAVE NORTHEASTERLY,
HAVING A RADIUS OF 25.00 FEET; THENCE NORTHWESTERLY, NORTHERLY AND
NORTHEASTERLY ALONG SAID CURVE THROUGH A CENTRAL ANGLE OF 90000'00" AN ARC
DISTANCE OF 39.27 FEET TO LINE THAT IS PARALLEL WITH AND DISTANT 64.00 FEET
SOUTHEASTERLY MEASURED AT RIGHT ANGLES FROM SAID SOUTHERLY RIGHT OF WAY LINE;
THENCE ALONG SAID PARALLEL LINE NORTH 58037'12" EAST 131.51 FEET TO THE "TRUE POINT
OF BEGINNING".
PARCEL D: (EXCEPTION TO PARCEL 4)
THOSE PORTIONS LYING WITHIN THE BOUNDARIES OF PARCEL MAP NO. L.A. 8842, FILED IN
BOOK 89 PAGES 46 AND 47 OF PARCEL MAPS OF SAID LOS ANGELES COUNTY.
ANY PORTION LYING WITHIN TRACT NO. 38936 AS PER MAP RECORDED IN BOOK 1028 PAGES 1
AND 2 OF MAPS.
ANY PORTION LYING WITHIN REDVIEW DRIVE, GOLDEN TRIANGLE OR GOLDEN OAK THAT IS
SITUATED WITHIN PARCEL 10.
ALSO EXCEPT THEREFROM AN UNDIVIDED ONE-HALF INTEREST IN ALL OIL, GAS, MINERALS
AND OTHER HYDROCARBON SUBSTANCES IN AND UNDER SAID LAND LYING BELOW A DEPTH
OF 500 FEET FROM THE SURFACE THEREOF; BUT WITH NO RIGHT OF SURFACE ENTRY, AS
PROVIDED IN THE DEED RECORDED APRIL 10, 1981 AS INSTRUMENT NO. 81-361476.
ALSO EXCEPT THEREFROM AN UNDIVIDED ONE-HALF INTEREST IN ALL OIL, GAS, MINERALS
AND OTHER HYDROCARBON SUBSTANCES IN AND UNDER SAID LAND LYING BELOW A DEPTH
OF 500 FEET FROM THE SURFACE THEREOF; BUT WITH NO RIGHT OF SURFACE ENTRY, AS
PROVIDED IN THE DEED RECORDED APRIL 24, 1981 AS INSTRUMENT NO. 81-410943.
PARCEL4A:
A NON-EXCLUSIVE EASEMENT OF INGRESS, EGRESS AND UTILITY PURPOSES, OVER THE
NORTHERLY 60 FEET, MEASURED AT RIGHT ANGLES TO THE NORTHERLY LINE THEREOF, OF
THAT PORTION OF THE RANCHO SAN FRANCISCO, AS PER MAP RECORDED IN BOOK 1 PAGE
521 OF PATENTS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY, DESCRIBED
AS FOLLOWS:
BEGINNING AT THE INTERSECTION OF THE SOUTHERLY RIGHT OF WAY LINE OF SOUTHERN
PACIFIC RAILROAD (100 FEET WIDE) WITH THE WESTERLY SIDE LINE OF THAT CERTAIN STRIP
OF LAND (100 FEET WIDE), DESCRIBED IN DEED RECORDED MAY 15, 1911 AS INSTRUMENT NO.
1543 IN BOOK 4522 PAGE 178 OF DEEDS; THENCE SOUTH 11°40'27" EAST ALONG SAID
WESTERLY SIDE LINE 618.98 FEET TO AN ANGLE POINT IN SAID SIDE LINE; THENCE
CONTINUING ALONG SAID WESTERLY SAID LINE SOUTH 26028'50" EAST 665.00 FEET; THENCE
SOUTH 63031'10" WEST 860.65 FEET; THENCE NORTH 13042'18" WEST 1228.58 FEET, MORE OR
LESS, TO A POINT IN SAID SOUTHERLY RIGHT OF WAY LINE OF THE SOUTHERN PACIFIC
RAILROAD, DISTANT THEREON 750 FEET SOUTHWESTERLY FROM THE POINT OF BEGINNING;
THENCE NORTH 58031'40" EAST ALONG SAID SOUTHERLY RIGHT OF WAY LINE 750 FEET TO
THE POINT OF BEGINNING.
BASIS OF BEARING THAT CERTAIN COURSE IN THE SOUTHERLY RIGHT OF WAY LINE OF THE
SOUTHERN PACIFIC RAILROAD, AS SHOWN ON COUNTY SURVEYOR'S MAP NO. 82238-1, ON
FILE IN THE OFFICE OF THE COUNTY ENGINEER OF SAID COUNTY, HAVING A BEARING OF
NORTH 58031'40" EAST, AS RESERVED BY GOLDEN TRIANGLE INDUSTRIAL PARK, A LIMITED
9912954-51, ME, NB - APRIL 24, 2000
PARTNERSHIP, IN DEED RECORDED MARCH 17, 1960 AS INSTRUMENT NO. 572 IN BOOK D783
PAGE 783 OFFICIAL RECORDS.
SAID EASEMENT IS APPURTENANT TO PARCEL 4 ABOVE MENTIONED.
PARCEL 5:
LOTS 1 THROUGH 11 INCLUSIVE OF TRACT 42670-02 AS PER MAP RECORDED APRIL 13, 2000 IN
BOOK 1246 PAGES 74 TO 78 INCLUSIVE OF MAPS, IN THE OFFICE OF THE COUNTY RECORDER
OF SAID COUNTY.
OFFICIAL BALLOT
CITY OF SANTA CLARITA
COMMUNITY FACILITIES DISTRICT NO. 99-1
(SANTA CLARITA BUSINESS PARK)
SPECIAL ELECTION
APRIL 25, 2000
To vote, mark a cross (+) or check (d) in the voting square after the word "YES" or after the
word "NO." All marks otherwise made are forbidden.
This ballot is provided to Spirit Properties, Ltd., as owner or authorized representative of an
owner of land within the City of Santa Clarita Community Facilities District No. 99-1 (Santa Clarita
Business Park) and represents 250 votes.
If you wrongly mark, tear, or deface this ballot, return it to the City Clerk of the Cj of Santa
Clarita at 23920 Valencia Boulevard, Santa Clarita, California 91355-2196..
N
PROPOSITION A: Shall the City of Santa Clarita
Community Facilities District No. 99-1 (Santa Clarita
Business Park) prioritize the use of bond proceeds for
certain authorized facilities, namely, Golden Valley
Road Phases II and III and storm drain facilities, shall
it amend the rate and method of apportionment by,
among other things, reducing the maximum special
tax, all as provided in Resolution No. CFD 99-1-
, and shall it reduce the amount of authorized
indebtedness of the CFD from the maximum
aggregate principal amount of $33,000,000, to the
maximum aggregate principal amount of
$18,000,000?
ww�" .. „.
°YES~
` .
01.WOO
NO