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HomeMy WebLinkAbout2015-07-28; City Council; 22049; FY 2015-16 Special Tax Community Facilities District 1AB# MTG. DEPT. CITY OF CARLSBAD-AGENDA BILL 22 049 DEPT. DIRECTOR --7-12--'---'8-1-;'--LS-----1 ESTABLISH FISCAL YEAR 2015-16 SPECIAL TAX CITY ATTY. FOR COMMUNITY FACILITIES DISTRICT NO. 1 ASD CITY MGR. RECOMMENDED ACTION: 8 Adopt Resolution No. 2015-203 establishing the Fiscal Year 2015-16 special tax for Community Facilities District No. 1. ITEM EXPLANATION: In 1982, the State Legislature responded to the need for a high quality method of financing public improvements by approving the Mello-Roos Community Facilities Act of 1982. This Act allows voters to approve a special tax levied on their property to fund the construction or acquisition of facilities or services through a Community Facilities District ("CFD"). Pursuant to Council Policy No. 33, CFD financing is not intended to relieve any developer of the responsibility to provide funding for infrastructure improvements related to a single development. Further, to the extent that a CFD has been formed to finance the construction of public infrastructure, Council Policy No. 33 states that any and all future special tax obligations related to a residential parcel will be discharged in full at the time building permits are issued for the construction of a residential unit. Because Council Policy No. 33 ensures tlhe obligation on a residential unit is paid in full when the building permit is issued, the CFD does not affect homeowners in Carlsbad. As such, a Carlsbad homeowner will not pay city-imposed Mello-Roos taxes. However, per Council Policy No. 33 developers of non-residential property are provided the option of discharging their future special tax obligation at the time building permits are issued or assuming the special tax liability basis over a twenty-five year period. The City of Carlsbad and property owners of specific vacant land in Carlsbad worked together to form CFD No. 1. Council held a public hearing, an election, and subsequently formed CFD No. 1 on May 7, 1991. Vacant land and a small percentage of developed non-residential land located in eighteen Local Facilities Management Zones are currently in CFD No. 1. Other property annexes into the district as development plans progress. CFD No. 1 was formed to provide funding for a variety of infrastructure projects needed to meet growth management requirements. Through debt financing or available cash balances, CFD No. 1 has funded or will fund the capital projects listed on the following page: DEPAHTMENT CONTACT: Aaron Beanan 760-602-2414 Aaron.Beanan@carlsbadca.gov FOR CLERK USE. COUNCIL ACTION: APPROVED !!( CONTINUED TO DATE SPECIFIC D DENIED D CONTINUED TO DATE UNKNOWN D CONTINUED D RETURNED TO STAFF D WITHDRAWN D OTHER-SEE MINUTES D AMENDED D REPORT RECEIVED D PAGE 2 Civic Facilities 1-5 Interchanges Road Segments Library Palomar Airport Road La Costa Avenue Office/Warehouse Facilities La Costa Avenue Olivenhain Road City Hall Poinsettia Lane Cannon Road Veteran's Memorial Park Faraday Avenue In June 1991, Council adopted an ordinance establishing the special tax formula and maximum rates for the district. The maximum special tax rate for property within the CFD is adjusted each year by one-half ofthe annual change in the Los Angeles inflationary factor in the "Engineering News Record" (ENR) Cost Indexes by City. The maximum special tax rate for property not yet included within CFD No. 1 is adjusted bythe full ENR percentage change until the fiscal year of annexation. Although the ordinance established a ceiling for future special tax rates, it did not establish the individual special tax levy placed on each applicable parcel. Each fiscal year, the city establishes the levy based on the funding needs ofthe next fiscal year. The rates recommended for the Fiscal Year 2015-16 special tax levy is presented in the Resolution as Attachment A. Attachment A also shows the special tax rate schedule for property included within CFD No. 1 at formation and for property annexed thereafter. The maximum special tax rates reflect an increase of one-half of the ENR inflator (1.20 percent), as described above. Vacant Property Consistent with last fiscal year, staff recommends that vacant property planned for future residential development is not levied in the upcoming fiscal year. Consistent with last fiscal year, staff recommends that vacant property planned for future commercial or industrial development is not levied in the upcoming fiscal year. Residential Property There are no recommended changes, as reflected in Attachment A, to the one-time special tax levied at residential building permit issuance on residential developers. The percent of the maximum one-time special tax levied at residential building permit issuance is recommended to remain constant, at 55 percent (55%) ofthe maximum special tax for Fiscal Year 2015-16. Under this recommendation examples of the one-time residential rates in Improvement Area No. 1 for density up to 4.0 dwelling units per acre are estimated to be: At the current 2014-15 rate = $3,254 to $4,299 per dwelling unit At 55 percent ofthe maximum rate for 2015-16 = $3,293 to $4,403 per dwelling unit (The amount varies depending on the annexation date) Commercial/Industrial Property The percent ofthe maximum one-time special tax levied at non-residential building permit issuance is also proposed to remain constant, at 25 percent (25%) of the maximum one-time special tax for Fiscal Year 2015-16. 2 PAGE 3 Certain non-residential property owners elected not to pay off their CFD obligation at the time building permits were issued. Instead, they chose to assume an annual special tax for developed property over twenty-five years. According to the CFD documents, the annual special tax on developed property shall not exceed 13.81 percent (13.81%) ofthe authorized one-time payoff special tax for commercial and industrial property. This percentage rate was determined based on the average cost of bond financing (11 percent) plus financing costs. The proposed Fiscal Year 2015-16 special tax rate for developed property is 7.5 percent of each property's one-time payoff special tax. This rate remains unchanged from the previous fiscal year. Summary The special tax rates proposed for CFD No. 1 are based on the cash flow requirements needed to fund the remaining projects. These cash flow requirements are developed in conjunction with the most recent growth projections for the city and the project schedules as shown in the Capital Improvement Program. The special tax rates are adjusted annually and are expected to fluctuate over time as projects are completed. The table below summarizes the percentage of maximum special tax levy proposed under each property type. Residential Property Commercial/ Industrial Property Current 2014-15 Proposed 2015-16 Current 2014-15 Proposed 2015-16 Vacant Land Tax None None None None One-Time Tax 55% of max 55% of max 25% of max 25% of max Developed Annual Tax NA NA 7.5% 7.5% When CFD No. 1 was formed in 1991, the actual special tax rate for residential, commercial and industrial was at 100 percent of the maximum special tax rate. Beginning in Fiscal Year 1998-99 the city began to lower the residential special tax rates from 100 percent ofthe maximum. During Fiscal Year 2005-06 the special tax rates reached a low of 30 percent of the maximum special tax rate. In subsequent fiscal years, the "percentage of max" levied was slowly increased to meet funding requirements. The city began to lower the non-residential special tax rates from 100 percent ofthe maximum in Fiscal Year 2000-01 until achieving the rate of 30 percent ofthe maximum starting in FY 2005-06, and adjusting to 25 percent in FY 2011-12. The future percentage of the maximum special tax rates levied could increase or decrease depending on future capital project funding needs, capital project timing, and/or growth projections. FISCAL IMPACT: Levying the special taxes on parcels within CFD No. 1 has created the necessary cash flow to finance the construction of the 1-5 Interchanges, the Carlsbad library on Dove Street, La Costa Boulevard, Faraday Avenue, and other road projects. The future Public Works Center, Veteran's Memorial Park, and City Hall complex are also proposed to be funded by CFD No. 1. Consistent with the prior fiscal year, vacant property will not be levied for Fiscal Year 2015-16 if the proposed CFD special tax rates are approved. 3 PAGE 4 The revenue generated from the one-time special tax levied at building permit issuance will be determined by the amount of development activity that occurs. The revenue generated from a one-time special tax for residential property, based on growth projections, is estimated to be $326,000 for Fiscal Year 2015-16. The revenue generated from a one-time special tax for commercial or industrial property, based on growth projections, is estimated to be $89,000 for Fiscal Year 2015-16. An additional $1,007,000 is anticipated to be collected for Fiscal Year 2015-16 from the non-residential developed special taxes. The maximum term of this tax is twenty-five years. The future percentage ofthe maximum special tax rates levied could increase or decrease depending on future capital project funding needs, capital project timing, and/or growth projections. ENVIRONMENTAL IMPACT: The project is categorically exempt under CEQA, pursuant to Section 15301 (c). EXHIBITS: 1. Resolution No. 2015-203 establishing the Fiscal Year 2015-16 special taxes for Community Facilities District No. 1. a. Attachment A - CFD No. 1 Tax Rates for Fiscal Year 2015-16 Exhibit 1 RESOLUTION NO. 2015-203 1 2 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, ESTABLISHING THE FISCAL YEAR 2015-16 SPECIAL 4 TAXES FOR COMMUNITY FACILITIES DISTRICT NO. 1 WHEREAS, the CITY COUNCIL ofthe CITY OF CARLSBAD, CALIFORNIA, (hereinafter 5 6 7 referred to as the "legislative body"), has initiated proceedings, held a public hearing, 8 conducted an election and received a favorable vote from the qualified electors relating to the levy of a special tax in a community facilities district, all as authorized pursuant to the terms and provisions ofthe "Mello-Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 ofthe Government Code ofthe State of California. This Community Facilities District shall hereinafter be referred to as COMMUNITY FACILITIES DISTRICT NO. 1 (hereinafter 9 10 11 12 13 14 referred to as the "District"); and, 15 WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 ofthe 16 17 18 19 20 21 NOW, THEREFORE, BE IT RESOLVED by the City Council ofthe City of Carlsbad, 22 California, as follows 1. That the above recitations are true and correct Government Code of the State of California, has authorized the levy of a special tax to pay for costs and expenses related to said Community Facilities District, and this legislative body is desirous to establish the specific rate ofthe special tax to be collected forthe next Fiscal Year 2015-16. 23 24 25 26 27 determined and established as set forth in the attached, referenced and 28 2. That the specific rate and amount ofthe special tax to be collected for Fiscal Year 2015-16 to pay for the costs and expenses for the referenced District is hereby Exhibit 1 1 incorporated as Attachment A. 2 3. That the rate as set forth above does not exceed the amount as previously authorized by Ordinance of this legislative body, and is not in excess of that as previously approved bythe qualified electors ofthe District. 4. That the proceeds ofthe special tax shall be used to pay, in whole or in part. 3 4 5 6 7 the costs of the following, in the following order of priority 8 a. Payment of principal and interest on any outstanding authorized bonded indebtedness; b. Necessary replenishment of bond reserve funds or other reserve funds; c. Payment of costs and expenses of authorized public facilities and public services; 9 10 11 12 13 14 d. Repayment of advances and loans, if appropriate. The proceeds of the 15 special taxes shall be used as set forth above, and shall not be used for ariy other purpose. 5. The annual special tax shall be collected in the same manner as ordinary ad valorem property taxes are collected, and shall be subject to the same penalties and same procedure and sale in cases of any delinquency for ad valorem taxes, and the 21 Tax Collector is hereby authorized to deduct reasonable administrative costs 22 incurred in collecting any said special tax. 23 24 25 26 27 annual special tax for each parcel within the District and provide a list of those 28 16 17 18 19 20 6. All monies above collected shall be paid into the Community Facilities District funds, including any bond fund and reserve fund. 7. The Finance Director is hereby directed to calculate the installment ofthe Exhibit 1 1 2 3 4 5 6 7 8 9 10 11 12 13 // 14 // 15 // 16 // 17 18 // 19 // 20 // 21 // 22 // 23 // 24 25 // 26 // 27 // 28 special taxes to the Auditor of the County. The Auditor of the County is hereby directed to enter in the next County assessment roll on which taxes will become due, opposite each lot or parcel of land affected in a space marked "public improvements, special tax" or by any other suitable designation, the installment of the special tax. 8. The County Auditor shall then, at the close of the tax collection period, promptly render to this Agency a detailed report showing the amount and/or amounts of such special tax installments, interest, penalties and percentages so collected and from what property collected, and also provide a statement of any percentages retained for the expense of making any such collection. 1 1 PASSED, APPROVED AND ADOPTED at a Regular Meeting ofthe City Council of the City 2 of Carlsbad on the 28th day of July, 2015, by the following vote to wit: 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 AYES: Council Members Halt Blackburn, Schumacher, Wood, Packard. NOES: None. ABSENT: None. 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O _l Ul ^ Q Z 13 QC o LL OT Ui Q: < D 1-O < \1 CITY OF CARLSBAD COMMUNITY FACILITIES DISTRICT NO. 1 TAX RATES FOR FISCAL YEAR 2015-16 SPECIAL DEVELOPMENT TAX ONE-TIME ATTACHMENT A Page 5 PROPERTY TYPE FORMATION OR ANNEXATION DATE TAX RATE IMPROVEMENT AREA I: MAY 7, 1991 FY 1993-94 FY 1994-95 FY 1995-96 FY 1996-97 FY 1997-98 RESIDENTIAL (PER DWELLING UNIT) (55% ofthe Maximum Tax) 0-1.5 DU/ACRE $3,293.31 $3,411.12 $3,448.24 $3,448.24 $3,451.68 $3,472.27 1.51-4.0 DU/ACRE 3,293.31 3,411.12 3,448.24 3,448.24 3,451.68 3,472.27 4.1 - 8.0 DU/ACRE 2,078.66 2,153.02 2,176.45 2,176.45 2,178.62 2,191.82 8.1-15.0 DU/ACRE 2,078.66 2,153.02 2,176.45 2,176.45 2,178.62 2,191.62 15.1 -23.0 DU/ACRE 2,078.66 2,153.02 2,176.45 2,176.45 2,178.62 2,191.62 NON-RESIDENTIAL (PER SQ.FT.) (25% ofthe Maximum Tax) AUTO - GASOLINE $2.73 $2.82 $2.86 $2.86 $2.86 $2.88 AUTO - REPAIR & SALES 1.15 1.19 1.20 1.20 1.20 1.21 AUTO CAR WASH 2.12 2.20 2.22 2.22 2.22 2.24 BANK - WALK IN 4.31 4.47 4.52 4.52 4.52 4.55 BANK - WITH DRIVE THRU 6.07 6.29 6.36 6.36 6.36 6.40 BOWLING ALLEY 2.23 2.31 2.33 2.33 2.34 2.35 CAMPGROUND 5.89 6.10 6.16 6.16 6.17 6.21 CHURCH 1.01 1.04 1.05 1.05 1.05 1.06 COMMERCIAL SHOPS 0.98 1.01 1.02 1.02 1.02 1.03 COMMUNITY SHOPPING CENTER 1.43 1.48 1.49 1.49 1.49 1.50 CONVENIENCE MARKET 9.18 9.51 9.61 9.61 9.62 9.68 DISCOUNT STORE 1.08 1.12 1.13 1.13 1.13 1.14 GOLF COURSE 1.03 1.07 1.08 1.08 1.08 1.08 GROCERY STORE 2.62 2.71 2.74 2.74 2.74 2.76 HEALTH CLUB 0.97 1.01 1.02 1.02 1.02 1.02 HELIPORTS 3.57 3.70 3.74 3.74 3.75 3.77 HOSPITAL - CONVALESCENT 0.78 0.81 0.82 0.82 0.82 0.83 HOSPITAL-GENERAL 1.30 1.35 1.37 1.37 1.37 1.38 HOTEL - CONV. FAC/COMM. 1.17 1.21 1.22 1.22 1.22 1.23 INDOOR SPORTS ARENA 0.78 0.81 0.82 0.82 0.82 0.83 INDUSTRIAL - COMMERCIAL BUSINESS PARK 0.72 0.75 0.75 0.75 0.75 0.76 JUNIOR COLLEGE 0.74 0.76 0.77 0.77 0.77 0.78 LIBRARY 1.43 1.48 1.50 1.50 1.50 1.51 LUMBER/HARDWARE STORE 0.83 0.86 0.87 0.87 0.87 0.88 MARINA 4.99 5.17 5.23 5.23 5.23 5.26 MOTEL 0.90 0.94 0.95 0.95 0.95 0.95 NEIGHBORHOOD SHOPPING CENTER 2.17 2.25 2.27 2.27 2.28 2.29 OFFICE - COMMERCIAL (< 100,000 SF) 0.86 0.89 0.90 0.90 0.90 0.91 OFFICE - GOVERNMENT 0.99 1.02 1.03 1.03 1.03 1.04 OFFICE - HIGH RISE 0.90 0.93 0.94 0.94 0.94 0.95 OFFICE - MEDICAL 0.81 0.84 0.85 0.85 0.85 0.86 OUTDOOR TENNIS COURT 9.46 9.80 9.91 9.91 9.92 9.98 RACE TRACK 1.71 1.78 1.80 1.80 1.80 1.81 REGIONAL SHOPPING CENTER 1.13 1.17 1.18 1.18 1.18 1.19 RESORT HOTEL 0.77 0.80 0.81 0.81 0.81 0.82 RESTAURANT - FAST FOOD 9.57 9.91 10.02 10.02 10.03 10.09 RESTAURANT - QUALITY 2.21 2.29 2.31 2.31 2.32 2.33 RESTAURANT - SIT DOWN 5.10 5.28 5.34 5.34 5.35 5.38 S & L - WALK IN 1.85 1.92 1.94 1.94 1.94 1.95 S & L-WITH DRIVE THRU 2.55 2.64 2.67 2.67 2.67 2.69 UNIVERSITY 0.76 0.79 0.80 0.80 0.80 0.80 ALL OTHER COMMERCIAL USES NOT IDENTIFIED ABOVE 0.72 0.75 0.75 0.75 0.75 0.76 ALL OTHER INDUSTRIAL USES NOT IDENTIFIED ABOVE 0.59 0.61 0.61 0.61 0.61 0.62 NOTES: TAX RATE AREA I INCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. TAX RATE AREA II EXCLUDES PROPER-TY WITHIN BRIDGE AND THOROUGHFARE DIS-TRICT NO. 1. ENGINEERING NEWS RECORD INFLATION RATE WAS 2.4%. ACTUAL TAX FtATES CALCULA-ItD TO FOUR DECIMAL PLACES. CITY OF CARLSBAD COMMUNITY FACILITIES DISTRICT NO. 1 TAX RATES FOR FISCAL YEAR 2015-16 SPECIAL DEVELOPMENT TAX ONE-TIME ATTACHMENT A Page 6 PROPERTY TYPE FORMATION OR ANNEXATION DATE TAX RATE IMPROVEMENT AREA I: FY 1998-99 FY 1999-00 FY 2000-01 FY 2001-02 FY 2002-03 FY 2003-04 RESIDENTIAL (PER DWELLING UNIT) (55% ofthe Maximum Tax) 0-1.5 DU/ACRE $3,492.98 $3,532.69 $3,590.03 $3,643.09 $3,679.16 $3,711.97 1.51 -4.0 DU/ACRE 3,492.98 3,532.69 3,590.03 3,643.09 3,679.16 3,711.97 4.1 - 8.0 DU/ACRE 2,204.69 2,229.75 2,265.95 2,299.43 2,322.20 2,342.91 8.1 -15.0 DU/ACRE 2,204.69 2,229.75 2,265.95 2,299.43 2,322.20 2,342.91 15.1 -23.0 DU/ACRE 2,204.69 2,229.75 2,265.95 2,299.43 2,322.20 2,342.91 NON-RESIDENTIAL (PER SQ.FT.) (25% ofthe Maximum Tax) AUTO - GASOLINE $2.89 $2.93 $2.97 $3.02 $3.05 $3.07 AUTO-REPAIRS SALES 1.22 1.23 1.25 1.27 1.28 1.29 AUTO CAR WASH 2.25 2.28 2.31 2.35 2.37 2.39 BANK-WALK IN 4.58 4.63 4.70 4.77 4.82 4.86 BANK - WITH DRIVE THRU 6.44 6.51 6.62 6.72 6.78 6.84 BOWLING ALLEY 2.36 2.39 2.43 2.47 2.49 2.51 CAMPGROUND 6.24 6.32 6.42 6.51 6.58 6.64 CHURCH 1.07 1.08 1.10 1.11 1.12 1.13 COMMERCIAL SHOPS 1.03 1.05 1.06 1.08 1.09 1.10 COMMUNITY SHOPPING CENTER 1.51 1.53 1.55 1.58 1.59 1.61 CONVENIENCE MARKET 9.74 9.85 10.01 10.16 10.26 10.35 DISCOUNT STORE ^ 1.15 1.16 1.18 1.20 1.21 1.22 GOLF COURSE 1.09 1.10 1.12 1.14 1.15 1.16 GROCERY STORE 2.77 2.81 2.85 2.89 2.92 2.95 HEALTH CLUB 1.03 1.04 1.06 1.07 1.09 1.10 HELIPORTS 3.79 3.83 3.90 3.95 3.99 4.03 HOSPITAL - CONVALESCENT 0.83 0.84 0.85 0.87 0.88 0.88 HOSPITAL - GENERAL 1.38 1.40 1.42 1.44 1.46 1.47 HOTEL - CONV. FAC/COMM. 1.24 1.25 1.27 1.29 1.30 1.32 INDOOR SPORTS ARENA 0.83 0.84 0.85 0.87 0.88 0.88 INDUSTRIAL - COMMERCIAL BUSINESS PARK 0.76 0.77 0.78 0.80 0.80 0.81 JUNIOR COLLEGE 0.78 0.79 0.80 0.81 0.82 0.83 LIBRARY 1.52 1.54 1.56 1.58 1.60 1.61 LUMBER/HARDWARE STORE 0.88 0.89 0.91 0.92 0.93 0.94 MARINA 5.30 5.36 5.44 5.52 5.58 5.63 MOTEL 0.96 0.97 0.99 1.00 1.01 1.02 NEIGHBORHOOD SHOPPING CENTER 2.30 2.33 2.37 2.40 2.43 2.45 OFFICE - COMMERCIAL (< 100,000 SF) 0.91 0.92 0.94 0.95 0.96 0.97 OFFICE - GOVERNMENT 1.04 1.06 1.07 1.09 1.10 1.11 OFFICE - HIGH RISE 0.95 0.96 0.98 0.99 1.00 1.01 OFFICE - MEDICAL 0.86 0.87 0.89 0.90 0.91 0.92 OUTDOOR TENNIS COURT 10.04 10.15 10.31 10.47 10.57 10.66 RACE TRACK 1.82 1.84 1.87 1.90 1.92 1.93 REGIONAL SHOPPING CENTER 1.19 1.21 1.23 1.25 1.26 1.27 RESORT HOTEL 0.82 0.83 0.84 0.86 0.86 0.87 RESTAURANT - FAST FOOD 10.15 10.27 10.43 10.59 10.69 10.79 RESTAURANT - QUALITY 2.34 2.37 2.41 2.44 2.47 2.49 RESTAURANT - SIT DOWN 5.41 5.47 5.56 5.64 5.70 5.75 S & L - WALK IN 1.97 1.99 2.02 2.05 2.07 2.09 S & L - WITH DRIVE THRU 2.71 2.74 2.78 2.82 2.85 2.88 UNIVERSITY 0.81 0.82 0.83 0.84 0.85 0.86 ALL OTHER COMMERCIAL USES NOT IDENTIFIED ABOVE 0.76 0.77 0.78 0.80 0.80 0.81 ALL OTHER INDUSTRIAL USES NOT IDENTIFIED ABOVE 0.62 0.63 0.64 0.65 0.65 0.66 NOTES: TAX FIATE AREA I INCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. TAX RATE AJiEA II EXCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. ENGINEERING NEWS RECORD INFLATION RATE WAS 2.4%. ACTUAL T/W RATES CALCULATED TO FOUR DECIUML PL^CES. CITY OF CARLSBAD COMMUNITY FACILITIES DISTRICT NO. 1 TAX RATES FOR FISCAL YEAR 2015-16 SPECIAL DEVELOPMENT TAX ONE-TIME ATTACHMENT A Page 7 PROPERTY TYPE FORMATION OR ANNEXATION DATE TAX RATE IMPROVEMENT AREA 1: FY 2004-05 FY 2005-06 FY 2006-07 FY 2007-08 FY 2008-09 FY 2009-10 RESIDENTIAL (PER DWELLING UNIT) (55% ofthe Maximum Tax) 0-1.5 DU/ACRE $3,765.03 $3,880.01 $3,946.74 $4,018.43 $4,091.42 $4218.28 1.51 -4.0 DU/ACRE 3,765.03 3,880.01 3,946.74 4,018.43 4,091.42 4,218.28 4.1 -8.0 DU/ACRE 2,376.40 2,448.97 2,491.09 2,536.34 2,582.41 2,662.48 8.1 -15.0 DU/ACRE 2,376.40 2,448.97 2,491.09 2,536.34 2,582.41 2,662.48 15.1 -23.0 DU/ACRE 2,376.40 2,448.97 2,491.09 2,536.34 2,582.41 2,662.48 NON-RESIDENTIAL (PER SQ.FT.) (25% ofthe Maximum Tax) AUTO - GASOLINE $3.12 $3.21 $3.27 $3.33 $3.39 $3.49 AUTO - REPAIR & SALES 1.31 1.35 1.37 1.40 1.42 1.47 AUTO CAR WASH 2.43 2.50 2.54 2.59 2.64 2.72 BANK - WALK IN 4.93 5.08 5.17 5.26 5.36 5.53 BANK - WITH DRIVE THRU 6.94 7.15 7.28 7.41 7.54 7.78 BOWLING ALLEY 2.55 2.63 2.67 2.72 2.77 2.86 CAMPGROUND 6.73 6.94 7.06 7.18 7.31 7.54 CHURCH 1.15 1.18 1.20 1.23 1.25 1.29 COMMERCIAL SHOPS 1.11 1.15 1.17 1.19 1.21 1.25 COMMUNITY SHOPPING CENTER 1.63 1.68 1.71 1.74 1.77 1.83 CONVENIENCE MARKET 10.50 10.82 11.00 11.20 11.41 11.76 DISCOUNT STORE 1.24 1.28 1.30 1.32 1.35 1.39 GOLF COURSE 1.18 1.21 1.23 1.26 1.28 1.32 GROCERY STORE 2.99 3.08 3.14 3.19 3.25 3.35 HEALTH CLUB 1.11 1.14 1.16 1.19 1.21 1.24 HELIPORTS 4.09 4.21 4.28 4.36 4.44 4.58 HOSPITAL - CONVALESCENT 0.90 0.92 0.94 0.96 0.97 1.00 HOSPITAL - GENERAL 1.49 1.54 1.56 1.59 1.62 1.67 HOTEL - CONV. FAC/COMM. 1.33 1.37 1.40 1.42 1.45 1.49 INDOOR SPORTS ARENA 0.90 0.92 0.94 0.96 0.97 1.00 INDUSTRIAL - COMMERCIAL BUSINESS PARK 0.82 0.85 0.86 0.88 0.89 0.92 JUNIOR COLLEGE 0.84 0.87 0.88 0.90 0.91 0.94 LIBRARY 1.64 1.69 1.72 1.75 1.78 1.83 LUMBER/HARDWARE STORE 0.95 0.98 1.00 1.01 1.03 1.06 MARINA 5.71 5.88 5.98 6.09 6.20 6.40 MOTEL 1.03 1.07 1.08 1.10 1.12 1.16 NEIGHBORHOOD SHOPPING CENTER 2.48 2.56 2.60 2.65 2.70 2.78 OFFICE - COMMERCIAL (< 100,000 SF) 0.98 1.01 1.03 1.05 1.07 1.10 OFFICE - GOVERNMENT 1.13 1.16 1.18 1.20 1.22 1.26 OFFICE-HIGH RISE 1.03 1.06 1.08 1.10 1.12 1.15 OFFICE - MEDICAL 0.93 0.96 0.98 0.99 1.01 1.04 OUTDOOR TENNIS COURT 10.82 11.15 11.34 11.55 11.75 12.12 RACE TRACK 1.96 2.02 2.06 2.09 2.13 2.20 REGIONAL SHOPPING CENTER 1.29 1.33 1.35 1.37 1.40 1.44 RESORT HOTEL 0.88 0.91 0.93 0.94 0.96 0.99 RESTAURANT - FAST FOOD 10.94 11.27 11.47 11.68 11.89 12.26 RESTAURANT - QUALITY 2.53 2.60 2.65 2.70 2.74 2.83 RESTAURANT - SIT DOWN 5.83 6.01 6.11 6.22 6.34 6.53 S & L - WALK IN 2.12 2.18 2.22 2.26 2.30 2.37 S&L-WITH DRIVE THRU 2.92 3.01 3.06 3.11 3.17 3.27 UNIVERSITY 0.87 0.90 0.91 0.93 0.94 0.97 ALL OTHER COMMERCIAL USES NOT IDENTIFIED ABOVE 0.82 0.85 0.86 0.88 0.89 0.92 ALL OTHER INDUSTRIAL USES NOT IDENTIFIED ABOVE 0.67 0.69 0.70 0.71 0.73 0.75 NOTES: TAX RATE AREA I INCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. TAX RATE AREA II EXCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. ENGINEERiNG NEWS RECORD INFLATION I^TE WAS 2.4%. ACTUAL TAX RATES CALCULA-I^D TO FOUR DECIKML PLACES. CITY OF CARLSBAD COMMUNITY FACILITIES DISTRICT NO. 1 TAX RATES FOR FISCAL YEAR 2015-16 SPECIAL DEVELOPMENT TAX ONE-TIME ATTACHMENT A Page 8 PROPERTY TYPE FORMATION OR ANNEXATION DATE TAX RATE IMPROVEMENT AREA 1: FY 2010-11 FY 2011-12 FY 2012-13 FY 2013-14 FY 2014-15 FY 2015-16 RESIDENTIAL (PER DWELLING UNIT) (55% ofthe Maximum Tax) 0-1.5 DU/ACRE $4,154.04 $4,211.40 $4,261.34 $4,261.34 $4,351.03 $4,402.62 1.51-4.0 DU/ACRE 4,154.04 4,211.40 4,261.34 4,261.34 4,351.03 4,402.62 4.1 - 8.0 DU/ACRE 2,621.94 2,658.14 2,689.66 2,689.66 2,746.27 2,778.83 8.1-15.0 DU/ACRE 2,621.94 2,658.14 2,689.66 2,689.66 2,746.27 2,778.83 15.1 -23.0 DU/ACRE 2,621.94 2,658.14 2,689.66 2,689.66 2,746.27 2,778.83 NON-RESIDENTIAL (PER SQ.FT.) (25% cfthe Maximum Tax) AUTO - GASOLINE $3.44 $3.49 $3.53 $3.53 $3.60 $3.65 AUTO - REPAIR & SALES 1.45 1.47 1.48 1.48 1.51 1.53 AUTO CAR WASH 2.68 2.71 2.75 2.75 2.80 2.84 BANK-WALK IN 5.44 5.52 5.58 5.58 5.70 5.77 BANK - WITH DRIVE THRU 7.66 7.77 7.86 7.86 8.02 8.12 BOWLING ALLEY 2.81 2.85 2.88 2.88 2.95 2.98 CAMPGROUND 7.43 7.53 7.62 7.62 7.78 7.87 CHURCH 1.27 1.29 1.30 1.30 1.33 1.34 COMMERCIAL SHOPS 1.23 1.25 1.26 1.26 1.29 1.30 COMMUNITY SHOPPING CENTER 1.80 1.82 1.84 1.84 1.88 1.91 CONVENIENCE MARKET 11.58 11.74 11.88 11.88 12.13 12.28 DISCOUNT STORE 1.37 1.38 1.40 1.40 1.43 1.45 GOLF COURSE 1.30 1.32 1.33 1.33 1.36 1.38 GROCERY STORE 3.30 3.35 3.38 3.38 3.46 3.50 HEALTH CLUB 1.23 1.24 1.26 1.26 1.28 1.30 HELIPORTS 4.51 4.57 4.62 4.62 4.72 4.78 HOSPITAL - CONVALESCENT 0.99 1.00 1.01 1.01 1.04 1.05 HOSPITAL - GENERAL 1.65 1.67 1.69 1.69 1.72 1.74 HOTEL - CONV. FAC/COMM. 1.47 1.49 1.51 1.51 1.54 1.56 INDOOR SPORTS ARENA 0.99 1.00 1.01 1.01 1.04 1.05 INDUSTRIAL - COMMERCIAL BUSINESS PARK 0.91 0.92 0.93 0.93 0.95 0.96 JUNIOR COLLEGE 0.93 0.94 0.95 0.95 0.97 0.98 LIBRARY 1.81 1.83 1.85 1.85 1.89 1.91 LUMBER/HARDWARE STORE 1.05 1.06 1.07 1.07 1.10 1.11 MARINA 6.30 6.39 6.46 6.46 6.60 6.68 MOTEL 1.14 1.16 1.17 1.17 1.19 1.21 NEIGHBORHOOD SHOPPING CENTER 2.74 2.78 2.81 2.81 2.87 2.90 OFFICE - COMMERCIAL (< 100,000 SF) 1.09 1.10 1.11 1.11 1.14 1.15 OFFICE - GOVERNMENT 1.24 1.26 1.27 1.27 1.30 1.32 OFFICE - HIGH RISE 1.13 1.15 1.16 1.16 1.19 1.20 OFFICE - MEDICAL 1.03 1.04 1.05 1.05 1.08 1.09 OUTDOOR TENNIS COURT 11.93 12.10 12.24 12.24 12.50 12.65 RACE TRACK 2.16 2.19 2.22 2.22 2.27 2.29 REGIONAL SHOPPING CENTER 1.42 1.44 1.46 1.46 1.49 1.51 RESORT HOTEL 0.98 0.99 1.00 1.00 1.02 1.03 RESTAURANT - FAST FOOD 12.07 12.24 12.38 12.38 12.64 12.79 RESTAURANT - QUALITY 2.79 2.82 2.86 2.86 2.92 2.95 RESTAURANT - SIT DOWN 6.43 6.52 6.60 6.60 6.74 6.82 S&L- WALK IN 2.34 2.37 2.40 2.40 2.45 2.48 S&L- WITH DRIVE THRU 3.22 3.26 3.30 3.30 3.37 3.41 UNIVERSITY 0.96 0.97 0.98 0.98 1.00 1.02 ALL OTHER COMMERCIAL USES NOT IDENTIFIED ABOVE 0.91 0.92 0.93 0.93 0.95 0.96 ALL OTHER INDUSTRIAL USES NOT IDENTIFIED ABOVE 0.74 0.75 0.76 0.76 0.77 0.78 NOTES: TAX FIATE AREA I INCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. TAX RATE AREA II EXCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. ENGINEERING NEWS RECORD INFLATION RATE WAS 2.4%. ACTUAL TAX FtATES CALCULATED TO FOUR DECIMAL PLACES. CITY OF CARLSBAD COMMUNITY FACILITIES DISTRICT NO. 1 TAX RATES FOR FISCAL YEAR 2015-16 SPECIAL DEVELOPMENT TAX ONE-TIME ATTACHMENT A Page 9 PROPERTYTYPE FORMATION OR ANNEXATION DATE TAX RATE IMPROVEMENT AREA II: MAY 7,1991 FY 1993-94 FY 1994-95 FY 1995-96 FY 1996-97 FY 1997-98 RESIDENTIAL (PER DWELLING UNIT) (55% ofthe Maximum Tax) 0-1.5 DU/ACRE $2,836.89 $2,938.38 $2,970.35 $2,970.35 $2,973.31 $2,991.05 1.51 -4.0 DU/ACRE 2,836.89 2,938.38 2,970.35 2,970.35 2,973.31 2,991.05 4.1 - 8.0 DU/ACRE 1,710.27 1,771.45 1,790.73 1,790.73 1,792.52 1,803.21 8.1 -15.0 DU/ACRE 1,710.27 1,771.45 1,790.73 1,790.73 1,792.52 1,803.21 15.1 -23.0 DU/ACRE 1,710.27 1,771.45 1,790.73 1,790.73 1,792.52 1,803.21 NON-RESIDENTIAL (PER SQ.FT.) (25% ofthe Maximum Tax) AUTO - GASOLINE $0.97 $1.01 $1.02 $1.02 $1.02 $1.02 AUTO - REPAIR & SALES 0.53 0.55 0.56 0.56 0.56 0.56 AUTO CAR WASH 0.85 0.88 0.89 0.89 0.89 0.89 BANK - WALK IN 1.55 1.60 1.62 1.62 1.62 1.63 BANK - WITH DRIVE THRU 1.92 1.99 2.01 2.01 2.02 2.03 BOWLING ALLEY 0.95 0.99 1.00 1.00 1.00 1.00 CAMPGROUND 1.68 1.74 1.76 1.76 1.76 1.77 CHURCH 0.65 0.68 0.68 0.68 0.68 0.69 COMMERCIAL SHOPS 0.53 0.55 0.56 0.56 0.56 0.56 COMMUNITY SHOPPING CENTER 0.61 0.63 0.63 0.63 0.63 0.64 CONVENIENCE MARKET 2.27 2.35 2.37 2.37 2.38 2.39 DISCOUNT STORE 0.53 0.55 0.56 0.56 0.56 0.56 GOLF COURSE 0.72 0.75 0.75 0.75 0.75 0.76 GROCERY STORE 0.86 0.89 0.90 0.90 0.90 0.91 HEALTH CLUB 0.62 0.64 0.65 0.65 0.65 0.66 HELIPORTS 1.23 1.28 1.29 1.29 1.29 1.30 HOSPITAL - CONVALESCENT 0.75 0.78 0.79 0.79 0.79 0.79 HOSPITAL-GENERAL 1.07 1.11 1.12 1.12 1.12 1.13 HOTEL - CONV. FAC/COMM. 0.85 0.88 0.89 0.89 0.89 0.89 INDOOR SPORTS ARENA 0.75 0.78 0.79 0.79 0.79 0.79 INDUSTRIAL - COMMERCIAL BUSINESS PARK 0.51 0.53 0.53 0.53 0.53 0.54 JUNIOR COLLEGE 0.64 0.66 0.67 0.67 0.67 0.67 LIBRARY 0.96 1.00 1.01 1.01 1.01 1.01 LUMBER/HARDWARE STORE 0.53 0.55 0.56 0.56 0.56 0.56 MARINA 1.48 1.54 1.55 1.55 1.55 1.56 MOTEL 0.69 0.72 0.73 0.73 0.73 0.73 NEIGHBORHOOD SHOPPING CENTER 0.76 0.79 0.80 0.80 0.80 0.80 OFFICE - COMMERCIAL (< 100,000 SF) 0.59 0.61 0.62 0.62 0.62 0.62 OFFICE - GOVERNMENT 0.63 0.65 0.66 0.66 0.66 0.67 OFFICE-HIGH RISE 0.62 0.64 0.65 0.65 0.65 0.65 OFFICE - MEDICAL 0.70 0.72 0.73 0.73 0.73 0.73 OUTDOOR TENNIS COURT 2.44 2.53 2.56 2.56 2.56 2.57 RACE TRACK 0.78 0.81 0.82 0.82 0.82 0.83 REGIONAL SHOPPING CENTER 0.54 0.56 0.57 0.57 0.57 0.57 RESORT HOTEL 0.67 0.69 0.70 0.70 0.70 0.70 RESTAUIRANT - FAST FOOD 2.55 2.64 2.67 2.67 2.67 2.69 RESTAURANT - QUALITY 1.04 1.08 1.09 1.09 1.09 1.10 RESTAURANT - SIT DOWN 1.59 1.65 1.67 1.67 1.67 1.68 S&L- WALK IN 1.02 1.06 1.07 1.07 1.07 1.07 S & L-WITH DRIVE THRU 1.17 1.21 1.23 1.23 1.23 1.23 UNIVERSITY 0.64 0.67 0.67 0.67 0.67 0.68 ALL OTHER COMMERCIAL USES NOT IDENTIFIED ABOVE 0.48 0.50 0.51 0.51 0.51 0.51 ALL OTHER INDUSTRIAL USES NOT IDENTIFIED ABOVE 0.48 0.49 0.50 0.50 0.50 0.50 NOTES: TAX RATE AREA I INCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. TAX RATE AREA 11 EXCLUDES PROPERTY WITWIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. ENGINEERING NEWS RECORD INFLA-nON RATE WAS 2.4%. ACTUAL TAX RATES CALCULATED TO FOUR DECIMAL PLACES. P CITYOFCARLSBAD COMMUNITY FACILITIES DISTRICT NO. 1 TAX RATES FOR FISCAL YEAR 2015-16 SPECIAL DEVELOPMENT TAX ONE-TIME ATTACHMENT A Page 10 PROPERTYTYPE FORMATION OR ANNEXATION DATE TAX FIA TE IMPROVEMENT AREA II: FY 1998-99 FY 1999-00 FY 2000-01 FY 2001-02 FY 2002-03 FY 2003-04 RESIDENTIAL (PER DWELLING UNIT) (55% ofthe Maximum Tax) 0-1.5 DU/ACRE $3,008.89 $3,043.10 $3,092.49 $3,138.19 $3,169.27 $3,197.53 1.51 -4.0 DU/ACRE 3,008.89 3,043.10 3,092.49 3,138.19 3,169.27 3,197.53 4.1 - 8.0 DU/ACRE 1,813.96 1,834.59 1,864.37 1,891.92 1,910.65 1,927.69 8.1 -15.0 DU/ACRE 1,813.96 1,834.59 1,864.37 1,891.92 1,910.65 1,927.69 15.1-23.0 DU/ACRE 1,813.96 1,834.59 1,864.37 1,891.92 1,910.65 1,927.69 NON-RESIDENTIAL (PER SQ.FT.) (25% ofthe Maximum Tax) AUTO - GASOLINE $1.03 $1.04 $1.06 $1.07 $1.09 $1.10 AUTO - REPAIR & SALES 0.56 0.57 0.58 0.59 0.59 0.60 AUTO CAR WASH 0.90 0.91 0.92 0.94 0.95 0.96 BANK-WALK IN 1.64 1.66 1.69 1.71 1.73 1.74 BANK - W ITH DRIVE THRU 2.04 2.06 2.10 2.13 2.15 2.17 BOWLING ALLEY 1.01 1.02 1.04 1.05 1.06 1.07 CAMPGROUND 1.78 1.80 1.83 1.86 1.87 1.89 CHURCH 0.69 0.70 0.71 0.72 0.73 0.74 COMMERCIAL SHOPS 0.56 0.57 0.58 0.59 0.59 0.60 COMMUNITY SHOPPING CENTER 0.64 0.65 0.66 0.67 0.68 0.68 CONVENIENCE MARKET 2.40 2.43 2.47 2.51 2.53 2.55 DISCOUNT STORE 0.56 0.57 0.58 0.59 0.59 0.60 GOLF COURSE 0.76 0.77 0.78 0.80 0.80 0.81 GROCERY STORE 0.91 0.92 0.94 0.95 0.96 0.97 HEALTH CLUB 0.66 0.67 0.68 0.69 0.69 0.70 HELIPORTS 1.31 1.32 1.35 1.37 1.38 1.39 HOSPITAL - CONVALESCENT 0.80 0.80 0.82 0.83 0.84 0.85 HOSPITAL - GENERAL 1.13 1.15 1.17 1.18 1.19 1.21 HOTEL - CONV. FAC/COMM. 0.90 0.91 0.92 0.94 0.95 0.96 INDOOR SPORTS ARENA 0.80 0.80 0.82 0.83 0.84 0.85 INDUSTRIAL - COMMERCIAL BUSINESS PARK 0.54 0.54 0.55 0.56 0.57 0.57 JUNIOR COLLEGE 0.68 0.69 0.70 0.71 0.71 0.72 LIBRARY 1.02 1.03 1.05 1.06 1.07 1.08 LUMBER/HARDWARE STORE 0.56 0.57 0.58 0.59 0.59 0.60 MARINA 1.57 1.59 1.62 1.64 1.66 1.67 MOTEL 0.73 0.74 0.76 0.77 0.77 0.78 NEIGHBORHOOD SHOPPING CENTER 0.81 0.82 0.83 0.84 0.85 0.86 OFFICE - COMMERCIAL (< 100,000 SF) 0.62 0.63 0.64 0.65 0.66 0.66 OFFICE - GOVERNMENT 0.67 0.68 0.69 0.70 0.71 0.71 OFFICE-HIGH RISE 0.66 0.66 0.67 0.68 0.69 0.70 OFFICE - MEDICAL 0.74 0.75 0.76 0.77 0.78 0.78 OUTDOOR TENNIS COURT 2.59 2.62 2.66 2.70 2.73 2.75 RACE TRACK 0.83 0.84 0.85 0.87 0.88 0.88 REGIONAL SHOPPING CENTER 0.57 0.58 0.59 0.60 0.60 0.61 RESORT HOTEL 0.71 0.71 0.73 0.74 0.74 0.75 RESTAURANT - FAST FOOD 2.70 2.73 2.78 2.82 2.85 2.87 RESTAUF5ANT - QUALITY 1.10 1.11 1.13 1.15 1.16 1.17 RESTAUIRANT - SIT DOWN 1.69 1.71 1.73 1.76 1.78 1.79 S&L- WALK IN 1.08 1.09 1.11 1.13 1.14 1.15 S&L-WITH DRIVE THRU 1.24 1.26 1.28 1.29 1.31 1.32 UNIVERSITY 0.68 0.69 0.70 0.71 0.72 0.72 ALL OTHER COMMERCIAL USES NOT IDENTIFIED ABOVE 0.51 0.52 0.53 0.54 0.54 0.55 ALL OTHER INDUSTRIAL USES NOT IDENTIFIED ABOVE 0.51 V 0.51 0.52 0.53 0.53 0.54 NOTES; TAX RATE AREA I INCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NQ. 1. TAX RATE AREA 11 EXCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. ENGINEERING NEWS RECORD INFLATION RATE WAS 2.4%. ACTUAL TAX FIATES CALCULATED TO FOUR DECIMAL PLACES. 1^ CITYOFCARLSBAD COMMUNITY FACILITIES DISTRICT NO. 1 TAX RATES FOR FISCAL YEAR 2015-16 SPECIAL DEVELOPMENT TAX ONE-TIME ATTACHMENT A Page 11 PROPERTY TYPE FORMATION OR ANNEXATION DATE TAX RATE IMPROVEMENT AREA ll: FY 2004-05 FY 2005-06 FY 2006-07 FY 2007-08 FY 2008-09 FY 2009-10 RESIDENTIAL (PER DWELLING UNIT) (55% ofthe Maximum Tax) 0-1.5 DU/ACRE $3,243.24 $3,342.28 $3,399.76 $3,461.51 $3,524.39 $3,633.67 1.51-4.0 DU/ACRE 3,243.24 3,342.28 3,399.76 3,461.51 3,524.39 3,633.67 4.1 -8.0 DU/ACRE 1,955.24 2,014.95 2,049.61 2,086.84 2,124.74 2,190.63 8.1 -15.0 DU/ACRE 1,955.24 2,014.95 2,049.61 2,086.84 2,124.74 2,190.63 15.1 -23.0 DU/ACRE 1,955.24 2,014.95 2,049.61 2,086.84 2,124.74 2,190.63 NON-RESIDENTIAL (PER SQ.FT.) (25% ofthe Maximum Tax) AUTO - GASOLINE $1.11 $1.14 $1.16 $1.19 $1.21 $1.24 AUTO - REPAIR & SALES 0.61 0.63 0.64 0.65 0.66 0.68 AUTO CAR WASH 0.97 1.00 1.02 1.03 1.05 1.09 BANK - WALK IN 1.77 1.82 1.85 1.89 1.92 1.98 BANK - WITH DRIVE THRU 2.20 2.27 2.30 2.35 2.39 2.46 BOWLING ALLEY 1.09 1.12 1.14 1.16 1.18 1.22 CAMPGROUND 1.92 1.98 2.01 2.05 2.08 2.15 CHURCH 0.75 0.77 0.78 0.80 0.81 0.84 COMMERCIAL SHOPS 0.61 0.63 0.64 0.65 0.66 0.68 COMMUNITY SHOPPING CENTER 0.69 0.71 0.73 0.74 0.75 0.78 CONVENIENCE MARKET 2.59 2.67 2.72 2.77 2.82 2.90 DISCOUNT STORE 0.61 0.63 0.64 0.65 0.66 0.68 GOLF COURSE 0.82 0.85 0.86 0.88 0.89 0.92 GROCERYSTORE 0.98 1.01 1.03 1.05 1.07 1.10 HEALTH CLUB 0.71 0.73 0.75 0.76 0.77 0.80 HELIPORTS 1.41 1.45 1.48 1.51 1.53 1.58 HOSPITAL - CONVALESCENT 0.86 0.88 0.90 0.91 0.93 0.96 HOSPITAL - GENERAL 1.22 1.26 1.28 1.30 1.33 1.37 HOTEL - CONV. FAC/COMM. 0.97 1.00 1.02 1.03 1.05 1.09 INDOOR SPORTS ARENA 0.86 0.88 0.90 0.91 0.93 0.96 INDUSTRIAL - COMMERCIAL BUSINESS PARK 0.58 0.60 0.61 0.62 0.63 0.65 JUNIOR COLLEGE 0.73 0.75 0.77 0.78 0.79 0.82 LIBRARY 1.10 1.13 1.15 1.17 1.19 1.23 LUMBER/HARDWARE STORE 0.61 0.63 0.64 0.65 0.66 0.68 MARINA 1.70 1.75 1.78 1.81 1.84 1.90 MOTEL 0.79 0.82 0.83 0.85 0.86 0.89 NEIGHBORHOOD SHOPPING CENTER 0.87 0.90 0.91 0.93 0.95 0.98 OFFICE - COMMERCIAL (< 100,000 SF) 0.67 0.69 0.71 0.72 0.73 0.75 OFFICE - GOVERNMENT 0.72 0.74 0.76 0.77 0.79 0.81 OFFICE-HIGH RISE 0.71 0.73 0.74 0.75 0.77 0.79 OFFICE - MEDICAL 0.80 0.82 0.83 0.85 0.86 0.89 OUTDOOR TENNIS COURT 2.79 2.88 2.93 2.98 3.03 3.13 RACE TRACK 0.90 0.92 0.94 0.96 0.97 1.00 REGIONAL SHOPPING CENTER 0.62 0.64 0.65 0.66 0.67 0.69 RESORT HOTEL 0.76 0.78 0.80 0.81 0.83 0.85 RESTAURANT - FAST FOOD 2.91 3.00 3.05 3.11 3.17 3.26 RESTAURANT - QUALITY 1.19 1.22 1.25 1.27 1.29 1.33 RESTAURANT - SIT DOWN 1.82 1.87 1.91 1.94 1.98 2.04 S&L- WALK IN 1.16 1.20 1.22 1.24 1.27 1.30 S&L-WITH DRIVE THRU 1.34 1.38 1.40 1.43 1.45 1.50 UNIVERSITY 0.73 0.76 0.77 0.78 0.80 0.82 ALL OTHER COMMERCIAL USES NOT IDENTIFIED ABOVE 0.55 0.57 0.58 0.59 0.60 0.62 ALL OTHER INDUSTRIAL USES NOT IDENTIFIED ABOVE 0.55 0.56 0.57 0.58 0.59 0.61 NOTES: TAX RATE AREA I INCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. TAX RATE AREA II EXCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. ENGINEERING NEWS RECORD INFLATION RATE WAS 2.4%. ACTUAL TAX RATES CALCULATED TO FOUR DECIMAL PLACES. 1^ CITY OF CARLSBAD COMMUNITY FACILITIES DISTRICT NO. 1 TAX RATES FOR FISCAL YEAR 2015-16 SPECIAL DEVELOPMENT TAX ONE-TIME ATTACHMENT A Page 12 PROPERTYTYPE FORMATION OR ANNEXATION DATE TAX FtATE IMPROVEMENT AREA ll: FY 2010-11 FY 2011-12 FY 2012-13 FY 2013-14 FY 2014-15 FY 2015-16 RESIDENTIAL (PER DWELLING UNIT) (55% ofthe Maximum Tax) 0-1.5 DU/ACRE $3,578.34 $3,627.74 $3,670.76 $3,670.76 $3,748.02 $3,792.46 1.51 -4.0 DU/ACRE 3,578.34 3,627.74 3,670.76 3,670.76 3,748.02 3,792.46 4.1 - 8.0 DU/ACRE 2,157.27 2,187.05 2,212.98 2,212.98 2,259.56 2,286.36 8.1-15.0 DU/ACRE 2,157.27 2,187.05 2,212.98 2,212.98 2,259.56 2,286.36 15.1 - 23.0 DU/ACRE 2,157.27 2,187.05 2,212.98 2,212.98 2,259.56 2,286.36 NON-RESIDENTIAL (PER SQ.FT.) (25% ofthe Maximum Tax) AUTO - GASOLINE $1.23 $1.24 $1.26 $1.26 $1.28 $1.30 AUTO-REPAIR & SALES 0.67 0.68 0.69 0.69 0.70 0.71 AUTO CAR WASH 1.07 1.08 1.10 1.10 1.12 1.13 BANK-WALK IN 1.95 1.98 2.00 2.00 2.04 2.07 BANK - W ITH DRIVE THRU 2.43 2.46 2.49 2.49 2.54 2.57 BOWLING ALLEY 1.20 1.22 1.23 1.23 1.26 1.27 CAMPGROUND 2.12 2.15 2.17 2.17 2.22 2.24 CHURCH 0.82 0.83 0.84 0.84 0.86 0.87 COMMERCIAL SHOPS 0.67 0.68 0.69 0.69 0.70 0.71 COMMUNITY SHOPPING CENTER 0.76 0.77 0.78 0.78 0.80 0.81 CONVENIENCE MARKET 2.86 2.90 2.93 2.93 2.99 3.03 DISCOUNT STORE 0.67 0.68 0.69 0.69 0.70 0.71 GOLF COURSE 0.91 0.92 0.93 0.93 0.95 0.96 GROCERY STORE 1.09 1.10 1.11 1.11 1.14 1.15 HEALTH CLUB 0.78 0.80 0.80 0.80 0.82 0.83 HELIPORTS 1.56 1.58 1.60 1.60 1.63 1.65 HOSPITAL - CONVALESCENT 0.95 0.96 0.97 0.97 0.99 1.00 HOSPITAL - GENERAL 1.35 1.37 1.38 1.38 1.41 1.43 HOTEL - CONV. FAC/COMM. 1.07 1.08 1.10 1.10 1.12 1.13 INDOOR SPORTS ARENA 0.95 0.96 0.97 0.97 0.99 1.00 INDUSTRIAL - COMMERCIAL BUSINESS PARK 0.64 0.65 0.66 0.66 0.67 0.68 JUNIOR COLLEGE 0.81 0.82 0.83 0.83 0.84 0.85 LIBRARY 1.21 1.23 1.24 1.24 1.27 1.29 LUMBER/HARDWARE STORE 0.67 0.68 0.69 0.69 0.70 0.71 MARINA 1.87 1.90 1.92 1.92 1.96 1.98 MOTEL 0.87 0.89 0.90 0.90 0.92 0.93 NEIGHBORHOOD SHOPPING CENTER 0.96 0.98 0.99 0.99 1.01 1.02 OFFICE - COMMERCIAL {< 100,000 SF) 0.74 0.75 0.76 0.76 0.78 0.79 OFFICE - GOVERNMENT 0.80 0.81 0.82 0.82 0.84 0.85 OFFICE-HIGH RISE 0.78 0.79 0.80 0.80 0.82 0.83 OFFICE - MEDICAL 0.88 0.89 0.90 0.90 0.92 0.93 OUTDOOR TENNIS COURT 3.08 3.12 3.16 3.16 3.23 3.26 RACE TRACK 0.99 1.00 1.01 1.01 1.04 1.05 REGIONAL SHOPPING CENTER 0.68 0.69 0.70 0.70 0.72 0.72 RESORT HOTEL 0.84 0.85 0.86 0.86 0.88 0.89 RESTAURANT - FAST FOOD 3.21 3.26 3.30 3.30 3.37 3.41 RESTAURANT - QUALITY 1.31 1.33 1.34 1.34 1.37 1.39 RESTAURANT - SIT DOWN 2.01 2.03 2.06 2.06 2.10 2.13 S&L-WALKIN 1.29 1.30 1.32 1.32 1.35 1.36 S&L- WITH DRIVE THRU 1.48 1.50 1.51 1.51 1.55 1.56 UNIVERSITY 0.81 0.82 0.83 0.83 0.85 0.86 ALL OTHER COMMERCIAL USES NOT IDENTIFIED ABOVE 0.61 0.62 0.63 0.63 0.64 0.65 ALL OTHER INDUSTRIAL USES NOT IDENTIFIED ABOVE 0.60 0.61 0.62 0.62 0.63 0.64 NOTES: TAX RATE AREA I INCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. TAX RATE AREA II EXCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. ENGINEERING NEWS RECORD INFLATION RATE WAS 2.4%. ACTUAL TAX RATES CALCULATED TO FOUR DECIMAL PLACES. ^6