HomeMy WebLinkAboutOrdinance 2822 N.C.S. 09/12/2022 DocuSign Envelope ID:21941 EFB-ED05-4161-8785-59A324600FB4
EFFECTIVE DATE ORDINANCE NO. 2822 N.C.S.
OF ORDINANCE
September 12, 2022
Introduced by: Mike Healy Seconded by: Dave King
AN ORDINANCE OF THE CITY OF PETALUMA AUTHORIZING THE LEVY OF THE ANNUAL
SPECIAL TAX FOR THE RIVERFRONT COMMUNITY FACILITIES DISTRICT FOR THEFISCAL
YEAR 2022/23
WHEREAS, the City Council of the City of Petaluma, California (the "City Council"), has initiated
proceedings, held a public hearing, conducted an election, and received a favorable vote from the qualified
electors authorizing the levy of a special tax in a community facilities district, all as authorized pursuant to the
terms and provisions of the"Mello-Roos Community Facilities Act of 1982,"being Chapter 2.5, Part 1. Division
2, Title 5 of the Government Code of the State of California (the "Act"), and said special tax district is known
and designated as the Community Facilities District(CFD)No. 2016-01 (Petaluma Riverfront); and
WHEREAS, compliance with the California Environmental Quality Act (CEQA), including the annual
assessment,was completed when the CFD was formed in February 2017 and the statute of limitations to challenge
the City's CEQA determination has lapsed; and
WHEREAS, the annual assessment of the CFD is not a"project"within the definition of CEQA Guidelines
Section 15378 as this is a government fiscal activity, and the assessment will be used to repair and maintain
existing improvements, which is statutorily exempt pursuant to CEQA Guidelines Section 15301.
WHEREAS, on August 1, 2022,the City Council of Petaluma held a duly noticed public hearing to consider
the amendments and approved the ordinance by a vote of 7-0.
NOW THEREFORE BE IT ORDAINED by the City Council of the City of Petaluma, as follows:
Section 1. General Findings. The above recitals are declared to be true and correct and are incorporated into
this resolution as findings of the City Council.
Section 2. CEQA Finding. Compliance with the California Environmental Quality Act(CEQA), including
the annual assessment,was completed when the CFD was formed in February 2017 and the statute of limitations
to challenge the City's CEQA determination has lapsed. Additionally, the annual assessment of the CFD is not a
"project" within the definition of CEQA Guidelines Section 15378 as this is a government fiscal activity.
Moreover,the assessment will be used to repair and maintain existing improvements,which is statutorily exempt
pursuant to CEQA Guidelines Section 15301.
Section 3. General Approvals.
A. This City Council does, by the passage of this ordinance, authorize the levy of special taxes on taxable
properties located in the CFD pursuant to the Rate and Method of Apportionment of Special Taxes,attached
hereto, as Exhibit A and incorporated herein by this reference (the "Rate and Method").
Ordinance No. 2822 N.C.S. Page I
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B. This City Council, acting as the legislative body of the CFD, is hereby further authorized,by resolution,to
annually determine the special tax to be levied within the CFD for the then current tax year or future tax
years;provided,however,the special tax to be levied shall not exceed the maximum special tax authorized
to be levied pursuant to the Rate and Method.
C. The special taxes herein authorized to be levied, to the extent possible, shall be collected in the same
manner as ad valorem property taxes and shall be subject to the same penalties, procedure, sale and lien
priority in any case of delinquency as applicable for ad valorem taxes; provided, however, the CFD may
utilize a direct billing procedure for any special taxes that cannot be collected on the County tax roll or
may,by resolution, elect to collect the special taxes at a different time or in a different manner if necessary
to meet its financial obligations.
D. The proceeds of the special tax shall be used to pay, in whole or in part,the annual operation, maintenance
and servicing, including repair and replacement costs of the following, and shall not be used for any other
purpose:
• Landscape Corridors
• Parks
• Recreational Facilities
• Trails
• Street and Street Lighting Facilities
• Flood and Storm Protection Facilities
• Storm Water Treatment Facilities
• Wetlands
• Open Space
• Security Patrols
• Any incidental expenses Authorized by the Mello-Roos Community Facilities Act of 1982
• Any other miscellaneous or incidental services identified by the City necessary to provide the
Services herein including the collection and accumulation of funds to pay for anticipated services,
future repairs and replacements, and cost shortfalls.
E. All monies collected shall be paid into a fund for the CFD, including any reserve amounts.
F. The County Auditor-Controller is hereby directed to enter in the next County assessment roll on which
property taxes will become due, opposite each lot or parcel of land affected in a space marked "public
service" or "special tax", or by any other suitable designation, the installment of the special tax and the
exact amount of the special tax as submitted.
G. The County Auditor-Controller shall then,at the close of the tax collection period,provide a detailed report
showing the parcels and corresponding special tax amounts.
Section 4. Effective Date. This ordinance shall become effective thirty(30)days after the date of its adoption
by the City Council in accordance with Article XII, Section 76A of the Petaluma Charter. However, Section
8.21.040 shall not take effect until 6 months after the date of enactment.
Section 5. Posting/Publishing of Notice. The City Clerk is hereby directed to post and/or publish this
ordinance or a synopsis of it for the period and in the manner required by the City Charter. The City Clerk is also
hereby directed to file a Notice of Exemption concerning this ordinance with the Office of the Sonoma County
Clerk in accordance with Section 15062 of the CEQA Guidelines.
Ordinance No. 2822 N.C.S. Page 2
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INTRODUCED and ordered published and posted this 1 st day of August 2022.
ADOPTED this 12th day of September 2022 by the following vote:
Ayes: Barrett, Barnacle, Fischer, Healy, King, McDonnell, Pocekay
Noes: None
Abstain: None
Absent: None
Fgned by:
f��S'x °Uayng
Teresa arrett, Mayor
ATTEST: APPROVED AS TO FORM:
DocuSigned by: DocuSigned by:
s5 . a�
enaal4 awyer, CMC, City Clerk ELr"WanT Y4tity Attorney
Ordinance No. 2822 N.C.S. Page 3
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Exhibit A to Ordinance
PAGE 17
EXHIBIT D- RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
CITY OF PETALUMA
Community Facilities District No. 2016-01
(Petaluma Riverfront)
A Special Tax authorized under the Mello-Roos Community Facilities Act of 1982
applicable to the land in the Community Facilities District No. 2016-01 (the "CFD") of the
City of Petaluma (the "City") shall be levied and collected according to the tax liability
determined by the City through the application of the appropriate amount or rate described
herein.
A. DEFINITIONS
"Acre" means each acre of the land area making up an Assessor's Parcel as shown
on an Assessor's Parcel Map, or if the land area is not shown on an Assessor's Parcel
Map, the land area shown on the applicable Final Map or other recorded County
parcel map.
"Act" means the Mello-Roos Community Facilities Act of 1982, as amended, being
Chapter 2.5, Division 2 of Title 5 of the Government Code of the State of California.
"Administrative Expenses" means the actual or estimated costs incurred by the City
to determine, levy and collect the Special Taxes, including the proportionate amount
of the salaries and benefits of City employees whose duties are directly related to
administration of the CFD and the fees of Special Tax levy administrator, other
consultants, legal counsel, the costs of collecting installments of the Special Taxes
upon the County tax rolls and any other incidental costs authorized by the Act.
"Annual Escalation Factor" means an amount equal to the percentage increase
during the preceding year in the Consumer Price Index for All Urban Consumers in the
San Francisco-Oakland-San Jose metropolitan area (CPI-U), as published by the U.S.
Department of Labor, Bureau of Labor Statistics, or if this index ceases publication, an
equivalent index.
"Annual Special Tax" means the annual Special Tax, determined in accordance with
Section D below to be levied in the CFD in any Fiscal Year on any Assessor's Parcel.
"Assessor's Parcel" or "Parcel" means a lot or parcel shown on an Assessor's
Parcel Map with an assigned Assessor's Parcel number.
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"Assessor's Parcel Number" means, with respect to an Assessor's Parcel, that
number assigned to such Assessor's Parcel by the County for purposes of
identification.
"Base Year" means the Fiscal Year ending June 30, 2018.
"Building Permit" means a single permit or set of permits required to construct an
entire structure.
"CFD" or "CFD No. 2016-01" means Community Facilities District No. 2016-01
(Petaluma Riverfront) of the City of Petaluma.
"CFD Administrator" means an official of the City, or designee thereof, responsible
for determining and providing for the levy and collection of the Special Tax.
"City" means the City of Petaluma.
"Council" means the City Council of the City of Petaluma, acting as the legislative
body of the City and the CFD.
"County" means the County of Sonoma, California.
"County Assessor" means the Sonoma County Assessor.
"Developed Property" means, in any Fiscal Year, all Assessor's Parcels in the CFD
for which Building Permits have been issued on or prior to June 30 of the preceding
Fiscal Year. These Assessor's Parcels can be classified into one of following groups:
Single Family Detached, Single Family Attached, Multi-Family Residential, Retail /
Other, Office, and Hotel/Motel.
"Fiscal Year" means the period starting July 1 and ending the following June 30.
"Hotel / Motel" means a Parcel designated by the County Assessor as having a hotel
or motel land use.
"Land Use Classification" means any of the classes listed in Section B(1).
"Maximum Special Tax" means the greatest amount of Special Tax, determined in
accordance with Sections B and C below that can be levied in the CFD in any Fiscal
Year on any Assessor's Parcel.
"Multi-Family Residential" means all Assessor Parcels of Developed Property for
which a Building Permit has been issued for construction of a structure with more than
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one Residential Unit. This category includes but is not limited to apartment buildings,
duplexes, triplexes, fourplexes and condominiums.
"Nonresidential Building Area" means the "chargeable covered and enclosed
space" as defined by California Government Code section 65995(b)(2) to be
constructed on Retail/Other Property, Office Property and Hotel/Motel property.
"Office Property" means all Assessor Parcels of Developed Property for which a
Building Permit has been issued for the construction of general, professional and
medical office construction.
"Public Property" means any property within the boundaries of the CFD that is either
(i) owned by the federal government, the State of California, the County, another
public agency, or a private non-profit organization that owns and is responsible for
conservation of open space areas or (ii) encumbered by an easement owned by any
such public agency or private organization which easement makes the development of
such property impractical. Notwithstanding the foregoing, a leasehold or other
possessory interest in any such property which is subject to taxation pursuant to
Section 53340.1 of the Act shall not constitute "Public Property."
"Residential Unit" means each separate residential dwelling unit on an Assessor's
Parcel that comprises an independent facility capable of conveyance or rental as
distinct from adjacent residential dwelling units. An accessory residential dwelling unit
that shares a Parcel with a Single Family Detached Residential Unit shall not be
considered as a Residential Unit for the purposes of this RMA.
"Retail I Other Property" means all Assessor Parcels of Developed Property for
which a Building Permit has been issued for the construction of retail, commercial, and
educational construction or other nonresidential construction and is not Hotel / Motel
Property or Office Property.
"RMA" means this Rate and Method of Apportionment of Special Tax.
"Services" means the services authorized to be financed by the CFD as described in
the Resolution of Intention for the CFD.
"Single-Family Attached Property" means all Assessor Parcels of Developed
Property for which a building permit has been issued for construction of a residential
structure consisting of two or more Residential Units that share common walls, have
separate Assessor's Parcel Numbers assigned to them (except for a duplex
Residential Unit which may share an Assessor's Parcel Number with another duplex
Residential Unit).
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"Single-Family Detached Property" means all Assessor Parcels of Developed
Property for which a building permit has been issued for construction of a single-family
Residential Unit that does not share a common wall with another Residential Unit.
"Special Tax" means a Special Tax levied in any Fiscal Year to pay the Special Tax
Requirement.
"Special Tax Requirement" means the amount required in any Fiscal Year for the
CFD to: 1) provide the Services; 2) pay for reasonable Administrative Expenses; 3)
pay any amounts required to establish or replenish any reserve funds; and 4) cure any
delinquencies in the payment of Special Taxes which have occurred in the prior Fiscal
Year or 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 any Assessor's Parcel that is not Tax-Exempt Property.
"Tax-Exempt Property" means any Parcel within the CFD which is not Developed
Property or Undeveloped Property, and includes Public Property.
"Undeveloped Property" means any Assessor's Parcel which is not Tax-Exempt
Property, and for which no building permit has been approved and issued by June 30
of the previous Fiscal Year.
B. DETERMINATION OF MAXIMUM SPECIAL TAX
The Maximum Special Tax shall be calculated as follows:
1. Classification of Parcels. Each Fiscal Year, using the Definitions above and the
Parcel records of the County Assessor's Secured Tax Roll of July 1, the City shall
cause each Parcel of land in the CFD to be classified as Developed Property,
Undeveloped Property, or Tax-Exempt Property. The City shall cause all
Developed Property to be further classified as Single Family Detached, Single
Family Attached, Multi-Family, Retail/Other Property, Office Property and Hotel /
Motel Property,
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2. Assignment of Maximum Special Tax. Each Fiscal Year, the Base Year
Maximum Tax shown below shall be escalated as specified in Section C, Annual
Adjustment of Maximum Special Tax, to determine the Maximum Special Tax for
the upcoming Fiscal Year for each Land Use Classification.
Land Use Classification Base Year Maximum Tax
Developed Single Family Detached $945 per Residential Unit
Developed Single Family Attached $695 per Residential Unit
Developed Multi-Family $472 per Residential Unit
Developed Retail/Commercial Property $741 per 1,000 sq, ft. of
nonresidential building sq. ft. or
portion thereof
Developed Office Property $875 per 1,000 sq. ft. of
nonresidential building sq. ft. or
portion thereof
Developed Hotel/Motel Property $741 per 1,000 sq. ft. of
nonresidential building sq. ft. or
portion thereof
Undeveloped Property $7,750 per acre or portion thereof
Tax-Exempt Property $0
3. Conversion of a Tax-Exempt Property to a Taxable Property. If a Tax-Exempt
Property is not needed for public use and is converted to a private use, it shall
become subject to the Special Tax.
4. Multiple Land Use Classifications. In some instances an Assessor's Parcel of
Developed Property may contain more than one Land Use Classification, The
Maximum Special Tax that can be levied on an Assessor's Parcel shall be the
sum of the Maximum Special Taxes that can be levied for all Land Use Classes
located on that Assessor's Parcel. The CFD Administrator shall determine the
allocation to each Land Use Classification.
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C. ANNUAL ADJUSTMENT OF MAXIMUM SPECIAL TAX
Beginning in January 2018 and each January thereafter, the Maximum Special Tax
shall be adjusted each fiscal year in an amount equal to the percentage increase
during the preceding year in the Consumer Price Index for All Urban Consumers in the
San Francisco-Oakland-San Jose metropolitan area (CPI-U), as published by the U.S.
Department of Labor, Bureau of Labor Statistics, or if this index ceases publication, an
equivalent index,
Each annual adjustment of the Maximum Special Tax shall become effective for the
following Fiscal Year.
D. DETERMINATION OF THE ANNUAL SPECIAL TAX
Commencing with the Base Year, and for each subsequent Fiscal Year, the Council
shall determine the Special Tax Requirement and shall levy the Annual Special Tax
on each Assessor's Parcel of Developed Property at up to one hundred percent of the
applicable Maximum Special Tax to fund the Special Tax Requirement. If additional
revenues are need to meet the Special Tax Requirement, the Annual Special Tax
shall be levied Proportionately on each Assessor's Parcel of Undeveloped Property up
to one hundred percent of the Maximum Special Tax for Undeveloped Property.
Under no circumstances will the Annual Special tax levied against any Assessor's
Parcel of Developed Property increase by more than ten (10) percent as a
consequence of delinquency or default by the owner of any other Assessor's Parcel
within the CFD.
Subject to the foregoing, the amount of Annual Special Tax levied upon any
Developed Property and Undeveloped Property in any Fiscal Year shall not exceed
the Maximum Special Tax for such Fiscal Year as computed herein.
E. DURATION OF THE SPECIAL TAX
Assessor's Parcels in the CFD shall remain subject to the Special Tax in perpetuity. If
the Special Tax ceases to be levied, the City or its designee shall direct the County
Recorder to record a Notice of Cessation of Special Tax. Such notice will state that
the obligation to pay the Special Tax has ceased and that the lien imposed by the
Notice of Special Tax Lien is extinguished.
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F. PREPAYMENT OF SPECIAL TAX
Prepayment of the Special Tax is not authorized.
G. APPEALS AND INTERPRETATION PROCEDURE
Any property owner who feels that the portion of the Special Tax levied on the subject
property is in error, may file a written appeal no later than April 10 of the Fiscal Year in
which the levy occurred, with the Director of Public Works and Utilities or his or her
designee, appealing the levy of the Special Tax on the subject property. The Director
of Public Works and Utilities or his or her designee will promptly review the appeal,
and, if necessary, meet with the applicant, and decide the merits of the appeal. If the
findings of the Director of Public Works and Utilities or his or her designee verify that
the Special Tax levied should be modified, the Special Tax levy for future Fiscal Years
shall be corrected, and a credit against future Special Taxes shall be arranged, if
applicable. Any overcharges shall be corrected solely by means of adjustments to
future Special Tax levies; no cash refunds shall be made. Any dispute over the
decision of the Director of Public Works and Utilities or his or her designee shall be
referred to the Director of Public Works and Utilities and the Council and the decision
of the Council shall be final and binding on all parties,
Interpretation may be made by resolution of the Council for purposes of clarifying any
vagueness or uncertainty as it relates to the application of the Special Tax rate, or
application of the method of apportionment, or classification of properties or any
definition applicable to the CFD.
H. COLLECTION OF THE SPECIAL TAX
The Special Tax shall be collected each year in the same manner and at the same
time as ad valorem property taxes are collected and shall be subject to the same
penalties and lien priorities in the case of delinquency as is provided for ad valorem
taxes. The City shall cause the actions required above to be done for each Fiscal Year
in a timely manner to assure that the schedule of the Special Taxes to be collected
are received by the County Auditor for inclusion with billings for such ad valorem taxes
for the applicable Fiscal Year. However, the CFD Administrator may directly bill the
Special Tax, may collect Special Taxes at a different time or in a different manner if
necessary to meet the financial obligations of the Agency or as otherwise determined
appropriate by the CFD Administrator.
CITY OF PETALUMA
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Exhibit B to Ordinance
0
FISCAL YEAR 2022/2023
ANNUAL REPORT FOR PETALUMA RIVERFRONT
COMMUNITY FACILITIES DISTRICT
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Petaluma Riverfront Community Facilities District No. 2016-01
Fiscal Year 2022/23 Annual Report
TABLE OF CONTENTS
Facilities and Services Funded.................................................................................... 1
ParcelClassification .................................................................................................... 2
CFDBudgets............................................................................................................... 3
AppendixA — Boundary Map....................................................................................A -1
Appendix B — Special Tax Roll ................................................................................B - 1
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Petaluma Riverfront Community Facilities District No. 2016-01
Fiscal Year 2022/23 Annual Report
FACILITIES AND SERVICES FUNDED
Residential Land Uses
Street Lights 42 $37.00 Each $1,554
Street Landscaping 54,979 $0.24 SF $13,195
Multi-Use Path 25,000 $0.24 SF $6,000
Multi-Use Path Landscaping 42,500 $0.24 SF $10,200
Residential Irrigation 806,008 $0.00523 GL $4,215
Masonry Wall 730 $0.50 LF $365
Emergency Vechile Access with Gate 15,000 $0.10 SF $1,500
Bioretention Areas 7,000 $0.24 SF $1,680
Total Residential $38,709
Nonresidential Land Uses
Street Lights 23 $37.00 Each $851
Street Landscaping 4,200 $0.24 SF $1,008
Multi-Use Path 9,300 $0.24 SF $2,232
Multi-Use Path Landscaping 5,000 $0.24 SF $1,200
Multi-Use Path Irrigation 164,735 $0,00523 GL $862
Central Green Landscaping 16,200 $0.24 SF $3,888
Central Green Irrigation 90,950 $0.00523 GL $476
Stormwater System Central Green SD 775 $6.10 LF $4,728
Stormwater System Parking Lot SD 360 $6.10 LF $2,196
Parking Lot Sweeping and Micro Resurfacing 65,000 $0.13 SF $8,450
Parking Lot Landscaping 11,500 $0.24 SF $2,760
Parking Lot Irrigation 205,100 $0.00523 GL $1,073
Emergency Vechile Access with Gate 37,000 $0.24 SF $8,880
Masonry Wall(Hopper St.) 450 $0.50 LF $225
Gravity Wall(Hopper St.) 650 $0.50 LF $325
Stamped Concrete Crosswalks 3,500 $0.53 SF $1,855
Chain Link Fence(Hopper St.) 720 $0.50 LF $360
Total Nonresidential $41,367
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Petaluma Riverfront Community Facilities District No. 2016-01
Fiscal Year 2022/23 Annual Report
CFD BUDGETS
Cost Estimate for Residential Parcels
Unit Cost
Direct Costs Quantity Unit Cost Estimate
Street Landscaping& Irrigation 48,279 SF $ 0.24 $3,476.09
Street Lights- Maintenance & Energy 42 Each $ 37.00 $1,554.00
Multi-Use Path 15,800 SF $ 0.36 $5,688.00
Multi-Use Park Landscaping& Irrigation 30,000 SF $ 0.24 $2,880.00
River Park 200,000 SF $ 0.24 $19,200.00
Sports Field 100,000 SF $ 0.24 $9,600.00
Masonry Wall 730 LF $ 1.00 $73.00
Street Maintenance
Roadway(Slurry Seal/PM) 34,659 Sy $ 0.35 $808.71
Roadway(Cape Seal) 34,659 Sy $ 0.43 $993.56
Roadway(Rehab) 34,659 Sy $ 2.50 $3,465.90
Community Signage (Annual Maintenance)
Annual Maintenance $160.50
Bio-Retention Basins 30,000 SF $ 0.05 $1,500.00
Total Direct Costs $49,399.76
Overhead Costs
City Administration $3,457.98
County Collection Fee $250.00
Contingency $2,469.99
Security Patrol $4,333.19
District Administration Fee $11,080.92
Total Overhead Costs $21,592.08
Reserves
Operating Reserve (10%of Total Maintenance Cost) $4,939.98
Annual Capital Replacement Reserve (Sinking Fund) $12,349.94
Total Reserves $17,289.91
Total Estimated Special Tax Amount- Fiscal Year 2022/23 $88,281.75
For Fiscal Year 2022/23, the townhomes have not yet been constructed. When
developed, the townhomes will receive a special tax and a separate budget to reflect the
costs associated with those parcels.
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Petaluma Riverfront Community Facilities District No. 2016-01
Fiscal Year 2022/23 Annual Report
Cost Estimate for Non-Residential Parcels
Unit Cost
Direct Costs Quantity Unit Cost Estimate
Street Landscaping& Irrigation 42,000 SF $ 0.24 $2,016.00
Street Lights- Maintenance& Energy 23 Each $ 37.00 $851.00
Multi-Use Path 93,000 SF $ 0.36 $33,480.00
Multi-Use Park Landscaping& Irrigation 5,000 SF $ 0.24 $240.00
Central Green Landscaping and Irrigation 16,200 SF $ 0.24 $0.00
Storm Water Treatment and Detention (Central Green) 775 LF $ 6.10 $0.00
Storm water Treatment and Detention (Parking Lot) 360 LF $ 6.10 $2,196.00
Street Maintenance&Sweeping
Parking Lot 65,000 SF $ 0.13 $8,450.00
Parking Lot and Landscaping/ Irrigation 11,500 SF $ 0.24 $1,380.00
EVA- Emergency Vehicle Access 37,000 SF $ 0.24 $8,880.00
Community Signage (Annual Maintenance)
Annual Maintenance 1 Each $1,300.00 $89.50
Street Maintenance
Roadway(Slurry Seal/PM) 10,556 SY $ 0.35 $246.31
Roadway(Cape Seal) 10,556 Sy $ 0.43 $302.61
Roadway(Rehab) 10,556 Sy $ 2.50 $1,055.60
Mason Wall (Hopper St) 450 LF $ 0.50 $225.00
Gravity Wall (Hopper Street) 650 LF $ 0.50 $325.00
Stamped Concrete Crosswalks 3,500 SF $ 0.53 $1,855.00
Chainlink Fence 720 LF $ 0.50 $360.00
EVA Ditch 11,900 SF $ 0.24 $2,856.00
Total Direct Costs $48,613.00
Overhead Costs
City Administration $3,402.91
County Collection Fee $250.00
Contingency $2,430.65
Security Patrol $2,426.23
District Administration Fee $6,179.08
Total Overhead Costs $14,688.87
Reserves
Operating Reserve (10%of Total Maintenance Cost) $4,861.30
Annual Capital Replacement Reserve(Sinking Fund) $12,153.25
Total Reserves $17,014.55
Total Estimated Special Tax Amount-Fiscal Year 2022/23 $80,316.42
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Petaluma Riverfront Community Facilities District No. 2016-01
Fiscal Year 2022/23 Annual Report
PARCEL CLASSIFICATION
Nonresidential
Building Sq.
Land Use Type Phase Dwelling Units Ft.
Residential
Single-Family Detached 2 134
Single-Family Attached 3 39
Multi-Family(Mixed Use) 1 100
Total Residential 273 0
Nonresidential
Retail 1 Commerical 1 6,194
Office 1 47,000
Hotel/Motel 1 75,350
Total Nonresidential 0 128,544
Parks and Dedication
Offsite Improvements
Dwelling units shown in the table above are projected at build-out.
DocuSign Envelope •1 . .11
Petaluma Riverfront CommunityNo. 1 • 1
Fiscal Year 1 Annual Report
APPENDIX A - BOUNDARY MAP
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DocuSign Envelope ID:21941 EFB-ED05-4161-8785-59A324600FB4
Petaluma Riverfront Community Facilities District No. 2016-01
Fiscal Year 2022/23 Annual Report
APPENDIX B - SPECIAL TAX ROLL =Md
FY 2022123
Maximum FY 2022123
Special Applied Parcel
APN Phase Lot Tax Rate Special Tax Classification
136-690-001 Riverfront 1 1 $8,730.91 $0.00 Undeveloped
136-690-002 Riverfront 1 2 $8,730.91 $0.00 Hotel parking lot
136-690-003 Riverfront 1 3 $8,730.91 $0.00 Hotel parking lot
136-690-004 Riverfront 1 4 $834.79 $55,013.58 Developed - Hotel
136-690-005 Riverfront 1 5 $8,730.91 $0.00 Undeveloped
136-690-006 Riverfront 1 6 $8,730.91 $0.00 Undeveloped
136-690-007 Riverfront 1 7 $8,730.91 $0.00 Undeveloped
136-690-010 Riverfront 1 A $0.00 $0.00 Tax Exempt - Easement
136-690-011 Riverfront 1 B $0.00 $0.00 Tax Exempt
136-690-012 Riverfront 1 N/A $0.00 $0.00 Tax Exempt - Park
136-690-013 Riverfront 1 N/A $0.00 $0.00 Tax Exempt
136-690-014 Riverfront 1 N/A $0.00 $0.00 Tax Exempt
136-690-015 Riverfront 1 N/A $0.00 $0.00 Tax Exempt
136-690-016 Riverfront 1 N/A $0.00 $0.00 Tax Exempt
136-690-017 Riverfront 1 9 $8,730.91 $0.00 Undeveloped
136-700-001 NB Phase 1 1 $1,064.61 $931.10 Developed - SFD
136-700-002 NB Phase 1 2 $1,064.61 $931.10 Developed - SFD
136-700-003 NB Phase 1 3 $1,064.61 $931.10 Developed - SFD
136-700-004 NB Phase 1 4 $1,064.61 $931.10 Developed - SFD
136-700-005 NB Phase 1 5 $1,064.61 $931.10 Developed - SFD
136-700-006 NB Phase 1 6 $1,064.61 $931.10 Developed - SFD
136-700-007 NB Phase 1 7 $1,064.61 $931.10 Undeveloped
136-700-008 NB Phase 1 8 $1,064.61 $931.10 Undeveloped
136-700-009 NB Phase 1 9 $1,064.61 $931.10 Developed - SFD
136-700-010 NB Phase 1 10 $1,064.61 $931.10 Developed - SFD
136-700-011 NB Phase 1 11 $1,064.61 $931.10 Undeveloped
136-700-012 NB Phase 1 12 $1,064.61 $931.10 Undeveloped
136-700-013 NB Phase 1 13 $1,064.61 $931.10 Undeveloped
136-700-014 NB Phase 1 14 $1,064.61 $931.10 Undeveloped
136-700-015 NB Phase 1 15 $1,064.61 $931.10 Undeveloped
136-700-016 NB Phase 1 16 $1,064.61 $931.10 Undeveloped
136-700-017 NB Phase 1 17 $1,064.61 $931.10 Undeveloped
136-700-018 NB Phase 1 18 $1,064.61 $931.10 Developed - SFD
136-700-019 NB Phase 1 19 $1,064.61 $931.10 Developed - SFD
DocuSign Envelope ID:21941 EFB-ED05-4161-8785-59A324600FB4
Petaluma Riverfront Community Facilities District No. 2016-01
Fiscal Year 2022/23 Annual Report
FY 2022/23
Maximum FY 2022/23
Special Applied Parcel
APN Phase Lot Tax Rate Special Tax Classification
136-700-021 NB Phase 1 N/A $0.00 $0.00 Tax Exempt
136-700-022 NB Phase 2 1 $1,064.61 $0.00 Undeveloped
136-700-023 NB Phase 2 2 $1,064.61 $0.00 Undeveloped
136-700-024 NB Phase 2 3 $1,064.61 $0.00 Undeveloped
136-700-025 NB Phase 2 4 $1,064.61 $0.00 Undeveloped
136-700-026 NB Phase 2 5 $1,064.61 $931.10 Developed - SFD
136-700-027 NB Phase 2 6 $1,064.61 $931.10 Developed - SFD
136-700-028 NB Phase 2 7 $1,064.61 $0.00 Undeveloped
136-700-029 NB Phase 2 8 $1,064.61 $0.00 Undeveloped
136-700-030 NB Phase 2 9 $1,064.61 $0.00 Undeveloped
136-700-031 NB Phase 2 10 $1,064.61 $0.00 Undeveloped
136-700-032 NB Phase 2 11 $1,064.61 $931.10 Developed - SFD
136-700-033 NB Phase 2 12 $1,064.61 $931.10 Developed - SFD
136-700-034 NB Phase 2 13 $1,064.61 $0.00 Undeveloped
136-700-035 NB Phase 2 14 $1,064.61 $0.00 Undeveloped
136-700-036 NB Phase 2 15 $1,064.61 $0.00 Undeveloped
136-700-037 NB Phase 2 16 $1,064.61 $0.00 Undeveloped
136-700-038 NB Phase 2 17 $1,064.61 $931.10 Developed - SFD
136-700-039 NB Phase 2 18 $1,064.61 $931.10 Developed - SFD
136-700-040 NB Phase 2 19 $1,064.61 $931.10 Developed - SFD
136-700-041 NB Phase 2 20 $1,064.61 $931.10 Developed - SFD
136-700-042 NB Phase 2 21 $1,064.61 $931.10 Developed - SFD
136-700-043 NB Phase 2 22 $1,064.61 $931.10 Developed - SFD
136-700-044 NB Phase 2 23 $1,064.61 $931.10 Developed - SFD
136-700-045 NB Phase 2 24 $1,064.61 $931.10 Developed - SFD
136-700-046 NB Phase 2 25 $1,064.61 $931.10 Developed - SFD
136-700-047 NB Phase 2 26 $1,064.61 $931.10 Developed - SFD
136-700-048 NB Phase 2 27 $1,064.61 $931.10 Developed - SFD
136-700-049 NB Phase 2 28 $1,064.61 $931.10 Developed - SFD
136-700-050 NB Phase 2 29 $1,064.61 $931.10 Developed - SFD
136-700-051 NB Phase 2 30 $1,064.61 $931.10 Developed - SFD
136-700-052 NB Phase 2 31 $1,064.61 $931.10 Developed - SFD
136-700-053 NB Phase 2 32 $1,064.61 $931.10 Developed - SFD
136-700-054 NB Phase 2 33 $1,064.61 $931.10 Developed - SFD
136-700-055 NB Phase 2 34 $1,064.61 $931.10 Developed - SFD
136-700-056 NB Phase 2 35 $1,064.61 $931.10 Developed - SFD
136-700-057 NB Phase 2 36 $1,064.61 $931.10 Developed - SFD
DocuSign Envelope ID:21941 EFB-ED05-4161-8785-59A324600FB4
Petaluma Riverfront Community Facilities District No. 2016-01
Fiscal Year 2022/23 Annual Report
FY 2022/23
Maximum FY 2022/23
Special Applied Parcel
APN Phase Lot Tax Rate Special Tax Classification
136-700-058 NB Phase 2 37 $1,064.61 $931.10 Developed - SFD
136-700-059 NB Phase 2 38 $1,064.61 $931.10 Developed - SFD
136-700-060 NB Phase 2 39 $1,064.61 $931.10 Developed - SFD
136-700-061 NB Phase 2 40 $1,064.61 $931.10 Developed - SFD
136-700-062 NB Phase 2 41 $1,064.61 $931.10 Developed - SFD
136-700-063 NB Phase 2 42 $1,064.61 $931.10 Developed - SFD
136-700-064 NB Phase 2 43 $1,064.61 $931.10 Developed - SFD
136-700-065 NB Phase 2 44 $1,064.61 $931.10 Developed - SFD
136-700-066 NB Phase 2 45 $1,064.61 $931.10 Developed - SFD
136-700-067 NB Phase 2 46 $1,064.61 $931.10 Developed - SFD
136-700-068 NB Phase 2 47 $1,064.61 $931.10 Developed - SFD
136-700-069 NB Phase 2 48 $1,064.61 $931.10 Developed - SFD
136-700-070 NB Phase 2 49 $1,064.61 $931.10 Developed - SFD
136-700-071 NB Phase 2 50 $1,064.61 $931.10 Developed - SFD
136-700-072 NB Phase 2 51 $1,064.61 $931.10 Developed - SFD
136-700-073 NB Phase 2 52 $1,064.61 $931.10 Developed - SFD
136-700-074 NB Phase 2 53 $1,064.61 $931.10 Developed - SFD
136-700-075 NB Phase 2 54 $1,064.61 $931.10 Developed - SFD
136-700-076 NB Phase 2 55 $1,064.61 $931.10 Developed - SFD
136-700-077 NB Phase 2 56 $1,064.61 $931.10 Developed - SFD
136-700-078 NB Phase 2 57 $1,064.61 $931.10 Developed - SFD
136-700-079 NB Phase 2 58 $1,064.61 $931.10 Developed - SFD
136-700-080 NB Phase 2 59 $1,064.61 $931.10 Developed - SFD
136-700-081 NB Phase 2 60 $1,064.61 $931.10 Developed - SFD
136-700-082 NB Phase 2 61 $1,064.61 $931.10 Developed - SFD
136-700-083 NB Phase 2 62 $1,064.61 $931.10 Developed - SFD
136-700-084 NB Phase 2 63 $1,064.61 $931.10 Developed - SFD
136-700-085 NB Phase 2 64 $1,064.61 $931.10 Developed - SFD
136-700-086 NB Phase 2 65 $1,064.61 $931.10 Developed - SFD
136-700-087 NB Phase 2 66 $1,064.61 $931.10 Developed - SFD
136-700-088 NB Phase 2 67 $1,064.61 $931.10 Developed - SFD
136-700-089 NB Phase 2 68 $1,064.61 $931.10 Developed - SFD
136-700-090 NB Phase 2 69 $1,064.61 $931.10 Developed - SFD
136-700-091 NB Phase 2 70 $1,064.61 $931.10 Developed - SFD
136-700-092 NB Phase 2 71 $1,064.61 $931.10 Developed - SFD
136-700-093 NB Phase 2 72 $1,064.61 $931.10 Developed - SFD
136-700-094 NB Phase 2 A $0.00 $0.00 Tax Exempt - Park
DocuSign Envelope ID:21941 EFB-ED05-4161-8785-59A324600FB4
Petaluma Riverfront Community Facilities District No. 2016-01
Fiscal Year 2022/23 Annual Report
FY 2022/23
Maximum FY 2022/23
Special Applied Parcel
APN Phase Lot Tax Rate Special Tax Classification
136-700-095 NB Phase 2 N/A $0.00 $0.00 Tax Exempt - Street
136-710-001 NB Phase 1 1 $1,064.61 $931.10 Developed - SFD
136-710-002 NB Phase 1 2 $1,064.61 $931.10 Developed - SFD
136-710-003 NB Phase 3 3 $1,064.61 $931.10 Developed - SFD
136-710-004 NB Phase 3 4 $1,064.61 $931.10 Developed - SFD
136-710-005 NB Phase 3 5 $1,064.61 $931.10 Developed - SFD
136-710-006 NB Phase 3 6 $1,064.61 $931.10 Developed - SFD
136-710-007 NB Phase 3 7 $1,064.61 $931.10 Developed - SFD
136-710-008 NB Phase 3 8 $1,064.61 $931.10 Developed - SFD
136-710-009 NB Phase 3 9 $1,064.61 $931.10 Developed - SFD
136-710-010 NB Phase 3 10 $1,064.61 $931.10 Developed - SFD
136-710-011 NB Phase 3 11 $1,064.61 $931.10 Developed - SFD
136-710-012 NB Phase 3 12 $1,064.61 $931.10 Developed - SFD
136-710-013 NB Phase 3 13 $1,064.61 $931.10 Developed - SFD
136-710-014 NB Phase 3 14 $1,064.61 $931.10 Developed - SFD
136-710-015 NB Phase 3 15 $1,064.61 $931.10 Developed - SFD
136-710-016 NB Phase 3 16 $1,064.61 $931.10 Developed - SFD
136-710-017 NB Phase 3 17 $1,064.61 $931.10 Developed - SFD
136-710-018 NB Phase 3 18 $1,064.61 $931.10 Developed - SFD
136-710-019 NB Phase 3 19 $1,064.61 $931.10 Developed - SFD
136-710-020 NB Phase 3 20 $1,064.61 $931.10 Developed - SFD
136-710-021 NB Phase 3 21 $1,064.61 $931.10 Developed - SFD
136-710-022 NB Phase 3 22 $1,064.61 $931.10 Developed - SFD
136-710-023 NB Phase 3 23 $1,064.61 $931.10 Developed - SFD
136-710-024 NB Phase 3 24 $1,064.61 $931.10 Developed - SFD
136-710-025 NB Phase 3 25 $1,064.61 $931.10 Developed - SFD
136-710-026 NB Phase 3 26 $1,064.61 $931.10 Developed - SFD
136-710-027 NB Phase 3 27 $1,064.61 $931.10 Developed - SFD
136-710-028 NB Phase 3 28 $1,064.61 $931.10 Developed - SFD
136-710-029 NB Phase 3 29 $1,064.61 $931.10 Developed - SFD
136-710-030 NB Phase 3 30 $1,064.61 $931.10 Developed - SFD
136-710-031 NB Phase 3 31 $1,064.61 $931.10 Developed - SFD
136-710-032 NB Phase 3 32 $1,064.61 $931.10 Developed - SFD
136-710-033 NB Phase 3 33 $1,064.61 $931.10 Developed - SFD
136-710-034 NB Phase 3 34 $1,064.61 $931.10 Developed - SFD
136-710-035 NB Phase 3 35 $1,064.61 $931.10 Developed - SFD
136-710-036 NB Phase 3 36 $1,064.61 $931.10 Developed - SFD
DocuSign Envelope ID:21941 EFB-ED05-4161-8785-59A324600FB4
Petaluma Riverfront Community Facilities District No. 2016-01
Fiscal Year 2022/23 Annual Report
FY 2022/23
Maximum FY 2022/23
Special Applied Parcel
APN Phase Lot Tax Rate Special Tax Classification
136-710-037 NB Phase 3 37 $1,064.61 $931.10 Developed - SFD
136-710-038 NB Phase 3 38 $1,064.61 $931.10 Developed - SFD
136-710-039 NB Phase 3 39 $1,064.61 $931.10 Developed - SFD
136-710-040 NB Phase 3 40 $1,064.61 $931.10 Developed - SFD
136-710-041 NB Phase 3 41 $1,064.61 $931.10 Developed - SFD
136-710-042 NB Phase 3 42 $1,064.61 $931.10 Developed - SFD
136-710-043 NB Phase 3 43 $1,064.61 $931.10 Developed - SFD
$168,607.78