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HomeMy WebLinkAbout3.0 Staff Report BOCC 09.07.10RE South, RE North, RE East Service Plans Carbondale lnvestments, LLC September 7 ,2010 BOCC Public Hearing LetSr to SPuofProofA Proofof for Interested PartiesB Garfreld amendedAS2008ofResolutionseULandnifiedUCas amendedve Plan ofGarfreldD PlanServiceSouthREE Service lanPNorthREF PlanServiceEastREG CommissionersofBoardtoMemoStaffH Commission 10-000120ResolutionI and ExhibitsPCommission S taffJ PresentationStaffCommissionK Resolution for received I 09lrPlansServiceofLon917ll0thebetoPresentationPointPowerM3tbI ! I 4fh/t^,'* U^'l Cranrwcrwk - r\ u*.-L'L=,"ao", h d,,a/, cpvovLs + rt tu tlhs-TproUae<, n* re cL | )-. @ fubb L 3,,1C 7uc+ ?,kA lr.$l-4s 4r, rap L Au)r4 '/,nfi) aa fv-*l ovo.tloLQ \ vrq T rS D:'l-L A&> tffi &+=1,ary\-aJ aJ€r ctbwwell t t V r\0N bJr,&@Wr 1Z; C//w ulilL +o VwC"| M rvw I Vl tZso ,l W.WT,,:* '& uwnr3s ,uA n^)@iauYvw .l'bJ 'c! w YU/LrUAL) LY /, 5420076 In witness whereof, I have here unto my hand this day of August 2010 Jenna W Subscribedandsworntobeforeme,anotarypublicinandfortheCountyofGarfield, State of Colorado this l}'h day of August 20 i 0 PROOF OF PUBLICATION RIFTT CMZEN TEITGRAIII STATE OF COLORADO, COUNTY OF GARFIELD I,JennaWeatherred,dosolemnlySwearthatlamaPublisher.ofTheRiJleCitizen Telesram, that the ,u*" *".tty n.*rpii"r;r"*1.4' i1_whlle or in part and nubiished in the county of Garfield, silt. of colorado, 1nd has a general circuiation therein; that said newspaper ;;; ;;* published continuously and unintemrptedly in ,"i['C*"t]r-"i b*nal fo. u p.loA of more than fifty-two consecutive weels ,; fi"; to tfre n rt puUfi.ution of the annexed legal notice or advertisement; *rut ,lii "r#;il;-;;il;;iltd to the United States mails as a periodical *a", il'l'i'oi'l'i'o;:;it1; A;;;iM;"h 3' 187e' or anv amendments thereof, and that said newspaper is a weekly n't*tpul:,'-.duly qualified for oublishing legai notiiJs urra uarni.tirements within the meaning of the laws of the 'State of Colorado' Thattheannexedlegalnoticeoradvertisementwaspublishedintheregularandentire issue or every,,#; ;il;i;;;kiv newil".q fo' *::od or 1 consecutive insertions; u.ra tnuiit e first publication of said notice was in the issue of said newspapq aatea gt1il2010 and that the lastpublication of said notice was dated gttZiZOtO in the issue of said newspaper' ,,or.otr8tffi *,BoB,[f l3'I3o.o.., ' n "' ll?i3#l:#i"Jl'?[,3?::l]1- ^courn ciFGfiia{a, srArE oF coLoFADo :fit;ffi*l,fl+d+f,ffiT*t]]ffi 19 IS tf # 5i5f,l$ g:I*fg Slys$l'f, :,T: ffifi#ffi*[tmffi the Service Plan lor the District. The orooosed District's boundaries are generally i"i.hbio ii Looroximalelv 1 12.7 acres located at rn" irnition oi bnl 13 ana SH82 between SH82 ina'nolrino Fork River south ol CRI 13 and north oi Aioin Oien. and straddles Cattle Creek, County ot ea'rtietO. Stite of Colorado as shown on the map 6i the pioposeo oistrict that is a pad of ths Seruice Plan. The orooosed District has petitioned for tormalion aJihdtrcoolitan dislrict io provide the sBrvices iiitJa in in,! service Plan. The proposed District has reouested all lhe oowers ol a metropolitan dls- iriit ii oescribed in SS 32-1'1001 and 1004 C.n.S., is amenOed, su6ject to the limitations set torth in the Seryice Plan. NOIICE ,S FURTHER GIVEN that pursuant to S 32-1-203(3.5). C.R.S.. as amended, an owner ol i*r "ioodrtv witnin lhe Droposed oistrict may re- o-uidi ofrne'goarO ol C6uniy Commissioners that iuin teai Drogertv be exclu-ded lrom the District' 6-rii' reo,ieJfst'dtl be submitted to the Board of 6ornvtom*ii"ioners no later than ten ('10) days beford the day lixed lor the public hearing on the Sewice Plan. BY OROEFI OF THE GAFFIELD COUNTY BOARD OF COUNTY COMMISSIONERS. Published '12,2010. ir lhe Rille Cilizen letegram on August {54200761 -.'. , 'l:1 ttt :il My Commission expres: iiJ'rlfi/E:.i1 ! n "0vt\l:,-,,;i , rt',,1't,E.Notary ,1ic Garlield CountY Building August 21,20ll !,,'i'i L)iriiiiilsi,rii Ili ;;;:.,: i ;:' I lii; ] r s420063 Lr witness whereof, I have here unto my th of August 2010 JennaW Subscribedandswomtobeforeme,anotarypublicinandfortheCountyofGarfieid, State of Colorado this 12ft day of August 2010 PROOF OF PUBLICATION RIII ffIIZEN TEITGRAII _ STATEoTcoI,oRADo,COUNTYoFGARFIELD I,JennaWeatherred,dosolemnlySwearthatlamaPublisher.ofTheRifleCitizen Teresram, that the il; weekly -rgy'r-d ;YPq' '"--hole or in part and oublfshed in the Cou"ty of Garfield' .S;; ff Coloradg' Td has a general circulation therein; ihat'said newsqaper ffi il;.U1itfyA continuously and unintemrptedlv in 'ji['t"tiq''"i g-r'ai-i"t"" '"it"-d of more than fiftv-two consecutive weeks ;; ;rirr-6 the-first prifitrt.,i of the annexed legal notice or advertisement; that;i; [ffi;;p;'-h* b#;;ffi;Jio 1ir11-tnited States mails as a oeriodical under the provisibns of T: A;;iil;;;h 3' 1879' or anY amendments thereof,andthatsaidnewspaperisa-weeklyn.ewspap.el,dulyqualifiedfor oublishing legat notilJs *a ut Lnirements *tt'in the meaning of th" laws of the 'State of Colorado' Thattheannexedlegalnoticeoradvertisementwasput}isrr-e.a.lrtheregularandentire issue or.,"o,,,*#;i ffi;;;kiy d;;..i r", * ryl.u or L consecutrve insertions; uoa thuith" first p,rUti"utio. of .uid notice was in the issue of said newspaper aut"a aititioio "ro that the ;;puuiitution of said notice was dated gttZiZ}tO in the issue of said newspaper' -"iffffif;ffifi'* HEiiili#lf;iil:i,r:Ji^#l 1 H$[gft*t#isiffi ffiffiffi ffiNffi**'ffi r,*u;gtj:xxr'k;:I:;i,*ffi '##ffi":#Hffi Seruice Plan' BIJIS',"33[,'fi '-3'?""*?[tBoAFooF Published in the F'flg 12.2010. [5420063] Cilrizen Ie,egram on August ;nARY e. ';rjil€NilAGiN N exprres:.,|- Garfield CountY Building August 21,2oll liy lJoriirilliion Expr;cs rllli: lili) 1 1 I 5420072 ln witness whereof, I have here unto this day of August 2010 Jenna W, Subscribedandsworntobeforeme,anotarypublicinandfortheCountyofGarfield, State of Colorado this 126 day of August 20 10 ' € Notury Public My exp1res PROOF OF PUBLICATION NMT ffiIZTNTEITGRAIII STATE Or coloRADo' couNTY OF GARFTELD I,JennaWeatherred,dosolemniyswearthatlamaPublisher.ofTheRiJleCitizen Telesram, that the 'u'n" *""tty n"*'pt:i"t-p"'"J' in' whole or in part and oublished in the county of Garfield, i;; ii^-Cororuag, I'd has a general tircuiation therein; ihat'said newspaper ffi ;;;ub]is\ed continuously and unintemrptedly in t"i['c*"ty'"i b*nai]"t;;&"-d of more than fiftv-hvo consecutive weeks ""-, pri"i ,L the first p"tri.",# of the annexed legal notice or adverrisement; that *liffi;;;r #b#;;,tt.J to it'"-1-t"ited states mails as a periodical under the provisibns of +. ett "irti.t"t 3, 1879, or anv amendments thereof, and that said newspaper. is a -weekly n.ewspapT duly qualified for oublishing legal notilJs and aivertisements within the meaning of the laws of the 'sLi"-"i c"tolado. ThattheannexedlegalnoticeoradvertisementwasP"bl].h:lTthereguiarandentire issue of every r.*?;";;id;;;kiv"t*1n"9-* ior ttre nlfod of 1 consecutrve insertions; and ttraiihe irrst publication of saia notice was in the issue of said newspaper aur"a tni-tioio ,ra that thc;;ipruiitutio" of said notice was dated UniZOtO in the issue of said newspaper' ,,o,=ot9"'3",-5ffi ffif+3'I3o.r,..-, '.,vriii,f,ff{tiffi fitiF;#! Hil"*;.dqirJtffit}fl-3$:-"hffi {,rj# ti"ki:.":l,i"3Jl 33.1..'" f i'31 1" "' NOIICE 'SBoard Street, to lorm a review the resolution approving oistrict that is a part oI the Seruice The Drooosed District has petltioned for formalion f, :dH','r"sgt'il;t"''J"11'tfl f ;"t"?::l'"#i,:.1 khRi:*qitrd{, jffi :i#ilni#*qfi NorlCE /S FTJRTHEB G,yEN that pursuant to S izYilio:si5.itlC n.s., as amended, an owner ol $$dtrg"1gif1ffifl,1,t;,1ffi Sefrice Plan. E5Pff 5835,1[F'"33['fi '*o'foon''At Published in the Rifle Citizen fe'egram on Augusl 12,2O1O. l542OO72l I liie,iiY E. Ni(ENHAGTEOIi Garfield CountY Building August 27,2011 i,ly C0rr'iniiil;,'i, Irpires ()iii!?iii; 1 t that lhe hold a River ot ol I $ $0.44 sr.s0 $3.10 $0.00 $ $5.!1 For WWW.USPS.COmowebsite atintormationvisit our Hesldcled Dellvery Fee (Endo6emenl Bequired) rn .f ! EI rutrt rUE mEEE E JT lJl ru r!EErr .f rjl Jo rutrl ruo Belum Beceipt Fe€ (Endors€menl REquked) Postage Cedified Fee Total Poslage & Fe€s Postago Certlfled Foe Relum Reclept Fo€ (Endorsem€nt Bequired) Rostrlctod Deliv€ry Fee (Endo6ement Bequired) Total Postage & Fe€s 0538 t/- l.lr$,'P66it-"tr HeE \..' 0t07 0 I 9nY Postage Certlfied Fee Fleturn Receipt Fee (Endorsement Bequired) Rostricted Deltuery.Fee (Endo6em€nt Bequrreol Total Postage & Fees mE EI EI ttr -TLfl ru r!E trtr" rnFmr- u)0r!j ooEo omo ru rLltrlor- il ii f o n n l r Po$age Certitled Fee I G"d*::',$RfiL:l$if"fi ff.*$%X""i[i,1il'I"''fi qB,/10/3010 13 *$.",* '$ H"t" N. I rl rufE ru Lfl ruE m E]EE E-Irn ru r-EErr Poslage Certilied Fee B6tum ReceiPl Fee (Endorsement Requked) Restricted Delivery Fee (Endolsement Flequked) Total Postage & Fees 6g9i G.f**S Total Postage & Fees Postage I Cedilied Fea Return Beceipl Fee (Endorsement R€qulred) Reslrlcted OelNery.F€a (Endorsemont Requlreo) Total Po$age & Feeso8/rolaolo €mr EI rurn ruE m EIEE trlJI LN ru r-EEr- Iown ol Earhundale ill"l',[''J tf 'n,, otPO Box No' See Fleverse for tnstructions PS Form 3800, August 2006 Eity of Elenwood SPrings l0lWest Eth St Elenwood SPrings, E0 8lE[lor PO Box No. See Fleverse tor lnstructions PS Form 3800, August 2005 U.S. PostalService', CERTIFIED MAIL^, RECEIPT (Domestic Mail Only; No lnsurance 0ist.SanitationElllaterIorkRoaring No.;1002P.0.Box ElEIlzmSprings,Blenwusd See lor PS Form 3800,June 2002 D MAIL-REGEIPT OnlY; Service'*U NoMail .S. Postal RTIFIECE $0.44$ $'3.E0i 92.30 *5.5rt cffi*ffisffirufisfl$6r#- fr-" fl# "1# [#; o *.0.44 $t.80 *.,t th qtr tilr 3J.fi For delivery information visit our website at Ruse Ranch Metrs District E00 SouthPointe, Suite 210 Eolorado SPrings, EE B0g0E ot PO aox No. See Fleverse tor lnsttuctionsPS Form 3800, June #*h t:rr lqE I EA$ffrT [B fiX6tt * f:,t_ fr* #!,,-;;l; $ $0.44 - si.80 $?.10 $0.00 $ +5.54 at www.usps'com@For'delivery information visit our U.S. Postal Service,* CERTI (Domestic FIED MA Mail OnlY; No IL,, RECEIPT I n su rance C ove rag e P rovide d ) $ i0.44 $t.80 t?.10 $0.00 $ $5.54 visltFor dellvery inlormation oul website at U.S. Postal Service" ERTIFIED MAIL,',c Provided)Coverage RECEIPT No InsuranceMail OnlY; Spring Valley Sanitation 0istrict " P,0.Box 3798 Basalt, E0 BIEZI ot PO Box No. Elenwosd Springs Rural Fire Prstection l0ltllest 8th St Elenwood Springs, E0 8lE0l-3303 Dist. ot PO Box No. See Revelae lor lnstruclions PS Form 3800, August 2006 Erffi *twd** 05lE a ! Prov For atvisitour No lnsurance $ t0,41_- i s2.30 ' $0.00=- $ $s.s4 or PO Box No. For atoulvisit $0.00 ru l, Jo rutjl rua mtrloE EI -JItrl ru r-OOr- Poslage I Certilied Fee rr*$31',$RH3[,]'[?ir (8"%1ls:#"?ilfff,[i3 Total Postage & Fees :: --_., 0E/10ii010 -' \; s $0'44 si.80 s3.r0 $0.0t1 $5.54$ 0ist.rutectionP 1 For atoul or PO Box No. lorSee PS FoIm 3900t c .. -1 I bv(Name) Pdnd(by L enter D. ls ll ..,.] COMPLETE TH'S SECT'ON ON DEL'VEBY COMPLETE IH'S SECI'OAJ SENDER: COMPLETE IH,S SECI,ON COMPLETE THIS SECT/OIV ON DELIVERY A. Slgnaturc da"ntA xr Complete ftems 1, 2,and9' nem a f Restrlcted Deltuery Aso comPlete ls deslr€d. r Print Your name and address on the reverse so that we can return the card to you. the mallPiece'r Attach this card to the back of or on the front if space Permits. 1. Article Addressed to: Town ol Earbondale 5ll [olorado Ave Earbondale, E0 81E23 DJs delivery addless differ€nt f[om ltem 1?YEs lf YES, enter dellvery address below:EI No El lnsured Mall E c.o.D. 4. Resttct€d DellverY? (Ertra Fee)E ves ?uE? eshE uE03 Ee5e 0qq5 addrcss different It YES, enter delivery addrcss below:El No 3, S€rvlc€TYPe dC"rtm"oua -E aPrcssldal .-'E n"gr.t"t"d .EnEtut Becelptfor Merohandlse ASent C. Date ot Dalivery t 1, futicle Addressed to: -- ---!:- -'- c. from hem 1 Yes below: E t'to t,') Eity ul Elenwood SPrings ItllWest 8th St Elenwssd SPrings, [0 8lE0l E Eor€ss Mall if n"tu. BecelPt for Morchandlr C€rdfled Mall E negtsterca tr lnsurcd Mail EI C.o.o. 4. R€stdct€d DellverY? (Ftila Fee)EI Yes 0u3 EeSe E'+1,r+ 102595-02-M-15 3. 2. Artlcle Number (fnnsfer lrcmsetYlalgf,eo ,s Form 381 1, reuruary 2004.Domestlc Beturn Rec€lPt r Complete ltems 1, 2, and 3. Also complete hem 4 tf Restricted Delivery ls deslred.I Print your name and address on the reverse so that we can return the card to you.r Attach this card to the back of the mallpiece, or on the front if space permits. 1. Article Addressed to: Rose Ranch Metrs District 800 Southpointe, Suite 210 [ulorado Springs, E[ 80S08 2. Artlcle Number (Tnnsferfrcm serulcc laterfl 2, Article Number ?0u? esEE u (Tnnsfer frcm servlce label) 'rozsgsoz-M-tseo I PS Form 381 1, February 2oo4 Domestic Return Recelpt ,J' 3. ServlceType )( c"rtm"o uatl E Reglst€rcd E Yes E)eress Mall R€tum Recolpt for Merchandlse tl lnsured Mail E c.O.D. 4. Restdcted Dellvery? (Et<ta Fe6,)E Yes ?EEE PE3E Et]EE q7E5 738E COMPLETE THIS SECTION ON DELIVERYSENDEB: COMPLETE THIS SECTION PS Form 381 1, Feoruary 2oo4 Domestlc Return Receipt 10259m2-M-15/O TI B. Name) enter SENDER: COMPLETE THIS SECTION COMPLETE TH'S SECT'ON ON DELIVERY COMPLETE 7H'S SECT'Oru ON OELIVERY SENDER: CoMPLETE rH,S SECT,ON I Comolete ltems 1, 2, and 3. Also comPlete item 4 tf Restrlcted Delivery ls deslrcd.r Comolete items 1' 2, and 3' Item 4 lf Restlcted DellverY Also comPlete gfre'nA. x Spring Yalley Sanitation I)istrict F.0.Bux 3758 Basalt, E0 8lE2l 3. ServlceTyPe ts C"tun"a ua El aPress laan El Heglstered ts Rstrm Recelptior Merchan( tr 0Eu3 Ea 5e E qel, ls deslred. I Print Your name and address on the reverse so that we can return the card to you. the mallPlece,r Attach thls card to the back of or on the front lf sPace permlts. 'l. Artlcle Addressed to: tr ol flom hern 1?Yes below: El No D€li\ ft to: 2. Artlcle Number tnnsfer f m m se rvl ce I abafl PS Form 381 1, FeoruarY 2oo4 tr D. lsd€llvery dffferent from ttem 1?Yes ENo ls dellvery from ltem 1?Yes lf YES, enter addrcss below: E No E lnsur€d Mall E c.o.o. 4. Restrlcted Dallverfl @rtnFee) E Ves -1j )J Slenwodsprings Rural Fire Protection Dist' l0lWest 8th St.Elenwoud Springs, C0 ElEUl-3383 3. S€rylcoTYPe EC"rtmeaUat El Regtstercd E lnsurcd Mall El Expr€ss Mall dRetrm RecelPt for Merchandlse EI c.o.D. 4. Restrlcted D€llveryA (Ara F€€)EYe 2. Afilcle Numb€r (f'a,nsfer frcm sellelabel) PS Form 38 1 1, Feoruary zoo4 ?I]O? E5LB 0 Domestlc R€tum Recelpt I 1. Artlcle Addressed to: uu3 Eese Eq30 ?EE? e5hE Domestlc Return RecelPt 102595{2-Mr 102595-O2-t\l-1540 A. Slgnaturc x El ngent of t(foc. lf YES, enter delivery addr€ss below: Earhondale E Rural Fire Prutectinn 0istrict 300 Meaduwoud [Jrive Earbondale, E0 81823 2. Artlcle Number (fiansferfir,nt servlce ldbel) El Eor€ss Mall Xn"t rn n"olPt for Morchandlse 3. ?u0? esE SsrvlcelYPe )*c",tm.o uat El nesBtercd E 0uE3 tr lnsurcd Mall El C.O.D. 4. Restlcted DeliverY?(ttaFee)EI ves Eese uq5a COMPLETE TH'S SECT'OAJ ON DELIVERY SENDER: )1MPLETE TH'S sEc iloN r PS Form 381 1, February 2004 Domesttc Retum RecelPt -I-- E RE E,AST METROPOLITAN DISTRICT SERVICE PLAN RE EAST METROPOLITAN DISTRICT GARFIELD COI.INTY COLORADO PREPARED BY MILLER ROSENBLUTH, LLC 7oo ITth srREET, suITE 22oo DENVER, CO 80202 CHAPTER I _ INTRODUCTION A. GENERAL OVERVIE\u 1. MultiPle District Structure Z. Benefits of Dual Disttict Sttuctute a. Cootdinate Sewices b. Finance \danagement c. Bond Intetest Rates 3. Configuration of Distticts 4- Existing Sewices and Districts 5. PtoPettY Owner Associadons AND LIMITATIONS PTER II _ NEED FOR NEW D ISTRICTS AND GENERAL POWERS 1 1 2 3 J 5 5 5 6 6 B 7 10 77C D. CHA A B 71 11 72 1Z 72 13 L3 7+ 1, Legal Powers 2. Othet 3. \0ater and Senitation 4. Stteets 5. Fire Ptotection CHAPTER III _ DESCRIPTION OF FACILITTBS IMPROVEMENTS A. GENERAL B. GENERAL DESIGN c. IMPR9VEMENTS 1. Public ImProvements CHAP A 1. DeveloPmeflt - CzPitil Costs 2. Annual Opetation and Maintenance Costs 3. Debt Service B. R-EVENUE SOURCES 1' ProPertY Taxes 2. General Operation and Maintenance TER IV - COSTS AND REYENUE SOURCES AND 74 14 15 15 15 15 16 16 16 16 16 l6 76 2. Facility Fees 3- User Fees 4. Specific Orvnership Tax 5. Earnings on Cumulative Surplus CHAPTER V - FINANCTAL PLAN SUMMARY CHAPTER VI - PROPOSED ANb EXTSTING AGREEMENTS A. iNTERGOVERNMENTAL AGREEMENTS B. AGREEMENT $7ITH MASTER ASSOCIATION C. OTHER AGREEMENTS/AUTHORITY CHAPTER VII _ OTHER REQUIREMENTS AND CONCLUSIONS A. REOJIREMENTS B. CONCLUSIONS EXHIBIT A - Map of Districts EXHIBIT B - Legal Description and Map of North Disrtict EXHIBIT C -Ptoperty Ownet's Consent EXHIBIT D - Financing Plan for Districts EXHIBIT E - Preliminary Engineering Cost E,stimate 77 17 77 17 77 20 2A 27 27 )') 22 22 CHAPTER i . INTRODUCTION A. General Overview ThisServicePian(hereinafterdefinedas..ServicePlan'')forREEast MetropolitanDistrict(the..EastDistrict',)constitutesaServicePlanfora specialdistrictthatisbeingproposedinconjunctionwithRESouth MetropolitanDistrict(the..SouthDistricf,)andRENortlrMetropolitanDistrict (the..NorthDistrict,,)(theEastDistrict,SouthDistrictandNorthDistrictshall hereinafter be defined. collectively as the ..Districts,,) proposed to be organized toservetheneedsofaportionofaresidentialandcommercialcommunitytobe koown as ,.Rivers Edge Development" (the "Development")' The Development islocatedatthejunctionofCRll3andSHs2betweenSHszandRoaringFork RiversouthofCRii4andnorthofAspenGlen,andstraddlesCattleCteek,the RoaringForkTransportationAuthorityrailright-of-way.TheDevelopment consistsofapproximatelyz3g.g4acresandcontainscommercialdevelopment, uptol200unitsofresiderrtialdevelopmentincludingtheaffordablehousing componentrequiredbyArticleSoftheGarfieldCountyUnifiedLandUse Resolution.AmapshowingtheboundariesoftheDistrictsisprovidedin Exhibit A' Specifically' the East District is located at the junction of CRl13 and s*g2 between sHg2 and Roaring Fork River south of cRl 14 ar,d north of CattleCreek,andeastoftheRoaringForkTransportationAuthorityrailright. of-wayandwestoftheintersectionofMarandRoadandSHs2.TheEast Districtconsistsofapproximatelyll.gacresanticipatedtoincludeahotel consistingofapproximatelyl50roomsand30,000.50,000squarefeetof commercialretailspace.AlegaldescriptionoftheEastDistrict,ar,icinity mapoftheEastDistrictandamapofthepropertywithintlreboundariesofthe EastDistrictareattachedaspartofExhibitB.Fieurel.I,attheendofthis Chapter,containsageneral..DevelopmentPlan,,forthedevelopmenttobe includedwithintheDistricts,includingdevelopment.TheDeveloperisthe ownetofallthepropertytobeincludedintotheEastDistrictunderthis ServicePlanandhasconsentedtotheformationoftheEastDistrict,which consent is attached hereto as Exhibit C' 1 The public infrastructure to be constructed by the Districts may include some or all of the following: certain roads/signage, public trail system, potable and non-potable water lines and associated facilities, wastewater collection lines and associated. facilities, water tanks, administrative and office facilities, weed and pest control, fire protection facilities and service, fire hydrants, vegetation manipulation and management, drainage, transportation facilities, public recreation improvements, and such other public improvements and facilities that may be necessary and appropriate. The East District will serve as the coordinating district for all three Districts and will provide for the operation and maintenance of the public infrastructure subject to intergovernmental agreement or agreements ("IGAs") with the North District and the South District. This Service Plan addresses the public improvements that may be provided by the Districts and demonstrates how the Districts propose to serve the needs of the Development. 1. Multiple District structure [permitted under $ 32-1-1001 et seq., C.R.S.l This Service Plan is submitted in accordance with Part 2 of the Special District Act ($ 32-l-201, et seq., c.R.s.) (the "control Acr"). It defines the powers and authorities of, as well as the limitations and restrictions on, the Districts. Each of the Districts will stand on its orvn with respect to its statutory powers and authority under Title 32, Article I, Part 10, including, but not limited to such general powers as the authority to enter into contracts and agreements affecting the affairs of the special district, g 32-i-1001(lXdXI), C.R.S., the power to borrow money, incur indebtedness, and issue bonds, $ 32-1-1001(1)(e), C.R.S., and the power to furnish services and facilities outside the special district and to establish fees for such services and facilities, $ 32-1-1001(1Xk), c.R.s., all as set forth and as may be Iimited by the provisions of this Service Plan. The coordination of this Service Plan with the service plans for the South District and the North District will help assure proper coordination of the powers and authorities of the independent Districts and will help avoid confusion regarding the separate, but coordinated, purposes of the Districts. 2 WherenecessatyspecificreferencetooneoftheDistrictsmaybemadetohelp distinguishthepowersandauthoritiesofeachoftheDistricts.The..Financial Plans,,discussedinChapterVrefertothecombinedfinancialplansforthe Districts' TheEastDistrictwitlberesponsibieformanagingtheconstructionand operationofpublicfacilitiesandirnprovetnentsneededfortheDistricts'Each oftheDistrictswillberesponsibleforprovidingthefundingandtaxbase neededtosupporttheFinancialPlansforsuchcapitalimprovements.IGAsare expectedtobeexecutedbytheDistrictsclarifyingthenatureofthefunctions and services to be provided by each of the Districts' The lGAs will be designed tohelpassuletheorderlydevelopmentofessentialservicesandfaciiities resultinginacommunitywhichwillbebothanaestheticandecooomicassetto Garfield CountY (the "CountY")' ItisanticipatedthattheEastDistrictwillconstructoracquirethepublic infrastructure,andeachoftheDistrictswillfinancetheconstructionofsuch infrastructure, some of which may be conveyed to the County' Colorado Department of rransportation (.,cDOT"), or Roaring Fork water and SanitationDistrict(the"RFWSD")'asappropriate'TheDistrictsmayalso contractwithaqualifiedentitytooperatetheDistricts,watersystemsand wastewaterfacilitiesandotherwiseprovidewaterorwastewaterserviceor both'TlreDistrictsmayalsooperatetheirownwatersystemsandwastewater facilities through the East District' TheEastDistrictwitlinitiallyownandoperatecertainpublicfacilities and infrastructure throughout the Development. Subject to the mill levy limitationssetforthherein,combinedtlreDistrictswillgeneratethetax revenue sufficient to pay the costs of the capital improvements as described hereinandassociatedoperationsandmaintenance'Theformationofthese DistrictswiilcreateseveralbenefitsfortheresidentsoftheDevelopmentand theCounty.Ingeneral,thosebenefitsare:(a)providingfortheconstruction, administration and operation of public improvements necessary to serve the Development,anddeliveryofthoseimprovementsinatimelymanner;(b) 3 maintetrance of reasonably uniform and limited mill levies and reasonable tax burdens on all areas of the Development through proper management of the financing and operation of public improvements; and (c) assured compliance with state laws regarding taxation in a manner which permits the issuance of tax exempt debt at the rnost favorable interest rates possible. Each of these concepts is addressed in greater detail in the following paragraphs. 2. Benefits of Multiple District Structure a. coordinated services [permitted under $ 32-i-1001 et seq., C-R.S.]. As presently planned, the Development will proceed in several phases, each of which will require the extension of public services and facilities. The multiple district structure will assure that the construction and operation of each phase of public facilities will be administered in a manner consistent with a long term construction and operations program. Use of the East District as the entity responsible for providing for the construction of each phase of improvements and for management of operations will facilitate a well- planned financing effort through all phases of construction and will assist in assuring coordinated extension of services. The multiple district structure assures the financing of the construction of the infrastructure for the final phases of the Development through the Districts. The East District will be obligated to provide the construction services to the Districts and the Districts will be obligated to pay for such services pursuant to the IGA and subject to the'provisions and limitations set forth herein. As a result, the landowners of the first phases of the Development cannot alter the overall financial structure for the Development through the board of directors of the Districts. Since the East District is exclusively comprised of commercial development, the controi of the East District will remain with the owners of the parcels that make up the boundaries of the East District, the finaucial commitments made through the IGA and this Service Plan guarantee that the required Ievel of quality of construction for such infrastructure will be maintained throughout the Development. The multiple district structure will also help assure that public facilities 4 andservicesneededforfuturebuild-outoftheDevelopmentwillbeprovided whentheyareneeded,andnotsooner.Appropriatedevelopmentagreements between the East District and the Developer will allow appropriate timing of financingandconstructionofimprovements,*,ithintheDevelopmentasmaybe requiredinagreementsbetweentheDeveloperandtheCounty.Tlris,inturn, allowsthefullcostsofpublicimprovementstobeallocatedoverthebuild-out of the DeveloPment' b.FinanceManagementAllocationoftheresponsibilityfor payingdebtforcapitalimprovementswillbemanagedthroughdevelopmentof financingplansforthoseimprovernentsandthroughdevelopmentofan integrated operating plan for long term operations and maintenance' c. Bond Interest Rates The multiple district structure is less riskyandwiilallowbondsorotherobligationstobeissuestofinancepublic improvementsatlowerratesthanifasinglespecialdistrictisorganized' Through the multiple district structure, bonds are issued by each of the Districts asactuallyneededandwhensupportablebyassessedvalues,thusresultirrgin lower interest rates' 3. order to imPlement the multiPle d.istrictstructure,theboundariesoftheDistrictsneedtobecarefully configured. The East District will contain approximately 11'9 acres' tire south Districtwilicontainapproximatelyllz'Tacres,andtheNorthDistrictwill containapproximatelyll5.3acres.ThecombinedacreageoftheDistricts includes all aireage within the Development' NoresidentialunitswillbelocatedwithintheEastDistrict;whichshall contain30,000-50,000squarefeetofcommercialretailspaceandahotelconsisting ofapproximatelyl50rooms.TlresouthDistrictwillcontainanestimatedtotalof approximately4i3residentialunitsranginginsizeandprice,includingaffordable housingunitsanda6,000-12,000squarefootmixedoffice,recreationand commercial building. The North District will contain an estimated total of 787 residential units ranging in size and price, including affordable housing units and .anelementaryschoolona|Z.|acressite.Theprojectedpopulationofthe 5 Development at full build-out (to be completed in 2024) is approximately 3,120 Persons (including permanent and second home residents, assuming 2.6 persols per living unit), and the projected total residential assessed valuation is approximately $43,501,924. It is possible that additional property may be included. in the Districts. Under Colorado law, the fee owner or owners of one hundred percent (100%) of any property proposed for inclusion may petition the Board of Directors of the District for inclusion or annexation of property into the District- Additionally, less than one hundred percent (loo%) of the owners of an area may petition Distriet for an inclusion election, or a Board may adopt a resolution calling for an election on inciusion of the property. However, the Board of Directors must weigh the benefits of including additional property against the obligation of providing services to the included property. Including significant property within the boundaries of the Districts is unlikely unless no increase in debt or electoral authorization is required' The Districts may include and exclud,e properties within the Development if property uses change. This type of boundary does not impact the financing or provision of services by the Districts. 4. Existing services and Districts t$ iz-L-203, c.R-s.1. There are currently no other entities in existence in the Development area that have the ability and/ot desire to undertake the design, financing and construction of improvements needed for the Development. The County does not consider it feasible or practicable to pay for all the necessary services and. facilities contained in this Service PIan for the Development. Consequently, use of the new Districts is deemed necessary for the provision of these public improvements in the Development. The East District can enter into agreements, including IGAs, with other entities for operations and maintenanee beyond those operation and maintenance services identified within this Service Plan to be done by existing entities. 5' Property owner Associations [permitted under $ 32- r - 1001(1Xk), C.R.S'l' In addition to the Districts, it is intended that there be a master property owner association and, possibly, sub-associations which will, 6 to the greatest extent Possible'integrate functionally and operationaliy with the Districts' of all taxable property (classifiedB. as the The 2009 certified assessed valuation either suburban residential' rural residential , or commercial general) within boundaries of the Districts is estimated to be apProximatelY $3'639'160' n the North District is exPected The initial assessed valuation of property withi ssed valuation within the South to be aPP roximately $ 1,642,260: the initial asse District i s expected to be approximately $1'63 2,ZOO', and the initial assessed valuation within the Eait District is expected to be aPProximatelY $364'700 The Districts shall not issue or incur any debt, bonds, notes, contracts' orotherobligationsforthepaymentofwhichthe Districts will be contractuallY excePt as described in this obligated to impose an ad valorem Property tax; paragraPh.The Districts may contractually obligate themselves to imPose an ad valorem property tax for the payment of any bonds , notes, contracts, or other issued or incurred for the obligations (including without limitation obligations costs, or any other costs)' payment of capital costs, oPerations and maln tenance only in an am ount not in excess of fiftY (:50.00) mills for all of such obligations; provided however, that in the discretion o f the Districts that are obligated' such obligations maY Provide that, in the event the method of calculating assessed valuation is cbanged after the date of the origi nal aPProval of this Service Plan' the mill levY limitation Provided herein maY be increased ot decreased to reflect such changes, such increases or decreases to be determined annuallY bY the obligated in good faith (such Board of Directors of the Districts that are to the extent Possible' the actual determination to be binding and final) so that tax revenues generated by the mill levy' as adj usted, are neither diminished nor shail be the base Year for such enhanced as a result of such chances; 2010 ect to the following additional calculations.The Districts shall be subj limitation relating to its mill levy: of the fifty (50) mills limit set forth in the foregoing sentence, the Districts fiay contractuall y obligate themselves to proPertY tax for the PaYmen impose an ad valorem 7 t of anY bonds, notes' contracts, or other obligations for debt service, only in an amount not in excess of thirty-fir'e (35) mills for all of such obligations for debt service; provided however, that in the discretion of the Districts that are obligated, such obligations may provide that, in the event the method of calculating assessed valuation is changed after the date of the original approval of this Service plan, the mill levy limitation provided herein may be increased or decreased to reflect such changes ("Gall agherized"), such increases or decreases to be determined annually by the Board of Directors of the Districts that are obligated in good faith (such determination to be binding and final) so that to the extent possible, the actual tax revenues generated by the mill levy, as adjusted, are neither diminished nor enhanced as a result of such changes. For purposes of the foregoing provisions' (i) a change in the ratio of actual valuation to assessed valuation shall be deemed to be a change in the method of calculating assessed valuation; and (ii) 2010 shall be the base year for the ratio for actual valuation to assessed valuation. The maximum principal amount of any bonds, o.otes, or other evidences of a borrowing issued by the Districts combined limited tax obligation bonds shall be limited to a maximum of $40,500,000. The anticipated cost of improvements borne between the Districts and the Developer are contained in Chapter IV. Subject to the limitations set forth herein, the Districts may obtain financing for the capital improvements needed for the Development through the issuance of limited tax obligation bonds or other debt instruments by the Districts and from revenue bonds or other instruments issued by the East District. Limited tax obiigation debt will be payable from revenues derived from ad valorem property taxes and from other sources' The Districts will issue limited tax obligation debt after determination that the assessed valuation is sufficient to pay debt service with reasonable mill levies that do not exceed the iimitations set forth herein thereby reducing risk to property owners. The preliminary financial forecasts for the Districts are contained in Exhibit D to this Service Plan. These .,Financial Plans" demonstrate one method which might be used by the Districts to finance the cost of the public infrastructure. At the time bonds or other debt instruments are 8 ploPosedtobeissued,alternativelrnancingplansmaybeemployedandmaybe utilizedbytheDistrictssubjecttothelimitationssetforthherein. TheFinancialPlansdemonstratethat,in2010dollars,thecostofpublic infrastructure described herein can be provided with reasonable mill levies that do not exceed the iimitations set forth herein' specifically established at 35'00 miils for debt service and 10.00 mills for all operations' including without limitation administrative, operating and maintenance services' for a total of 45'00 milis overall. The figures contained herein depicting costs of infrastructure and operations will not constitute iegal lirnits on the financial powers of the Districts subject to the miil levy limitations set forth herein; provided' however' that the Districts shail not be permitted to issue bonds which are not in compliance with the bond registration and issuance requlr LimitedtaxobligationdebtissuedbytheDistrictswitllimitthe responsibilityforrepaymentofsuchdebttotheDistricts.Allfinancial obligationsissuedorincurredbytheDistrictsshallstatethereinthattheyare solely the obligation of the Districts issuing or incurring the obligation, and thattheCountyisnotinanywayliableforsuchDistricts,obligation.Mitl leviespaidbytheProjectresidentsareexpectednottoexceed45.00mills, Gallagherized' Anybonds,notes,contracts,orotherfinancialobligationsissuedtothe Developerasconsiderationforaloanoradvanceshallbesubject.to. redemption, at the option of ttre Districts which are obligated for the payment ' thereof,onanydateafterissuance,.atapriceofparandaccruedinterest, without redemption premium, and shall not be issued at a net effective irrterest ratehigherthan3.5%inexcessoftherateperannumdeterminedonthedateof issuancepursuanttothemosttecent..BondBuyerWeeklyYields20Go'' index(the..Index,,)publishedinthe..BondBuyer,,asthegeneralobligation bondyieldfor20),earmaturitygeneralobligationbonds,orifsuchlndex becomes unavailable, such other index as may be determined by the Districts to be comParable to the Index' The foregoing shall not apply to obligations 9 issued or sold in a Public offering. As used herein, "Developer" includes Carbondale Investments, LLC, its successors and assigns, and any entity which owns or controls Carbondale Investments, LLC or which is owned or controlled by Carbondale Investments, LLC. All improvements, facilities, and other properties paid for or financed by any of the Districts shall be public improvements, owned by the East District or another appropriate political subdivision of the state. C. Contents of Service plan t$ 32- L-Z}Z(Z), C.R.S.I This Service Plan includes numerous items that are included in order to satisfy the requirements of law for formation of special districts. Those items are contained in exhibits include the following: Exhibit A - map showing the boundaries of rhe Districts Exhibit B - legal description, vicinity and map of the East District Exhibit C -property owner,s consent Exhibit D - financing plan Exhibit E - preliminary engineering cost estimates (including drawings indicating preliminary location of improvements) The assumptions contained within this Service Plan were d.erived from a variety of sources- Information regarding the present status of property within the Districts, as well as the current status and projected future level of services, was obtained and provided by the Developer. Construction cost estimates were assembled by the Developer's personnel and consultants who have experience and. ,access to experienced consultants in the costing and construction of similar facilities. Financial advice has been suppried by George K. Baum company, which has extensive experience with Colorado local governments. Legal advice in the preparation of this Service Pian was provided by the Iaw firm of Miller Rosenbluth, LLC, which represents numerous special districts. The Districts intend to use Brownstein, Hyatt, Farber, shreck, LLp as bond counsel. D. Modification of Service plaa. [$ 3Z-l-204(4), C.RS.] This Service Plan has been designed with sufficient flexibility to enable the Districts to provide required services and facilities for the Development under evolving 10 circumstanceswithouttheneedfornumetousamendments.Whilethe assumptionsuponwhichthisServicePlanaregenelatlybasedarereflectiveof currentzoningforthepropertywithintheDevelopment,thecostestimatesand FinancialPlansaresufficientlyflexibletoenabletheDistrictstoprovide necessaryservicesandfacilitieswithouttheneedtoamendthisServicePlanas zoningchanges.Modifrcationofthegeneraltypesofservicesandfacilities,and changesinproposedconfigurations,locations,ordimeosionsofvariousfacilities andimprovementsshailbepermittedtoaccommodatedevelopmentneeds consistent with then-current zoning for the property' FIGURE I-1 DEVELOPMENT PLAN Dev e1o Plan for the Districts: retail s pace and a hotel ng of 0,00 0-50,000 square feet of foot distri ct-owned mixed office'recreation andapproximately 150 rooms 'Ao 8,ooo-1 z,000 square commercial build ing (about 2013), and school district-owned e lementarY school (about 2Ol7) are exci uded from this list as non-taxable t District's ecihc develo lan: The Eas 30,000-50,000 square feet of retail space and a hotel consl sting of approximatelY 150 rooms CHAPTER II NEED FOR NEW DISTRICTS AND GENERAL POWERS A.[$ 32-1-203(1), c.R.S'] The ProPertY within the boundarie s of the North District and the South District is currently vacant land and the property within the East District currently contains some commercial uses' No other governmental or quasi-governmental entities exist which will finance the construction of the 2022202120202A192018201720162A$20142013201220llYear 01845r162372672071s11085100 ted Units 00002s%so%lLs%l00000Com-m-m"t"iu1 J lDeveloPment I Co*plglqd^' Year 2011 7A7 2013 EIUPll. 20r4l Itrrl-L p 2015 2016 20t7 2018 2019 2;020 z02l 2022 Tomtn"r"ial r DeveloPment r ComPl9194'- 0 0 0 0 0 25%500h 1sv"\0 0 0 0 11 faciiities described herein' Need for Metropolitan Districts The agreements referred to in Chapter VI hereof will address and define the activities to be undertaken by various entities with regard to public improvements and their operation and maintenance. B. General Powers qf Districts [$ 32-l-1001, C.R.S.J The East District will have po\^Ier and authority to provide the services and facilities desctibed in this Chapter both within and outsid.e its boundaries in accordance with law. The powers and authorities of each of the Districts relative to each other will be allocated and further refined in the IGAs between the Districts which may be voted upon and approved by their respective electorates. For purposes of the Control Act, the IGAs shall not constitute an amendment of this Service Plan' They will, however, constitute binding agreements between the Districts regarding implementation of the powers contained in their respective Service Plans. The East District shall have authority to provide the following services and facilities, which shall include the design, acquisition, installation, construction, operation and maintenance of the same. In any event, each of the Districts may provide or be responsible for the provision of at least two (2) of the following setvices pursuant to the statutory requirements of a Metropolitan District as defined in $ 32'1-103(10), C-R.S.: fire protection, mosquito control, parks and recreation, safety protection, sanitation, solid waste disposal facilities or collection and transportation of solid waste, street improvements, television relay and translation; transportation and water. 1. Lesal Powers The powers of the Districts will be exercised by their Boards of Directors to the extent necessary to provide the service contemplated in their respective Service Plans subject to the limitations set forth therein. The foregoing improvements and services, along with all other activities permitted by law, will be undertaken in accordance with, and pursuant to, the procedures and conditions contained in the Special District Act, other applicable statutes, and this Service PIan, as any or all of the same may be amended from time to time. 2. Other In addition to the powers enumerated above, the Board of Director of the East District shall also have the following authority: 12 a. To amend this Service Pian as needed' subject to the appropriate statutory procedures' including' by written notice pursuant to $ 32- 1.207,C.R.S'noticeofactionswhichtheEastDistrictbeiievesarepermitted bythisServicePlanbutwhichmaybeunclear.TheCountyshallbedeemedto agleethatanysuchactionsoractivitiesarewithinthescopeofthisService Planifitdoesnotseektoenjoirranysuchactionsoractivitiesunderthe statute.TheEastDistrictshallhavetherighttoamendthisServicePlan independentofparticipationoftheotherDistricts;provided,thattheEast DistrictshallnotbepermittedtoamendthoseportionsofthisServicePlan which affect, impair, or impinge upon the rights or powers of the other Districts without such Districts' consent; and rng and b To forego' reschedule' or restructure the financi constructionofcertainimprovementsandfacilities,inordertoaccommodate betterthepaceofgrowth,Iesourceavai].abitity,andpotentialinclusionsof propertywithintheDistricts,orifthedevelopmentoftheimprovementsand facilities would best be performed by another entity; and cToprovideallsuchadditionalservicesandexerciseali suchpowelsaSateexpresslyorimpliedlygrantedbyColoradolawandwhich theEastDistrictisrequiredtoprovideorexerciseor,initsdiscretion,choose to provide or exercise; and d To exercise all necessary and implied powers under Tttle 32' C.R.S.inthereasonablediscretionoftheBoardofDirectorsoftheEast DistrictThisServicePlanisintendedtobeflexiblesothatmodificationsrvhich are not sigoificant or material will noi necessitate amendrnent of the Service Plan' 3. water and sanitation It is anticipated that the potable water and sanitationfacilitiesandimprovementswiilbededicatedtoRFWsDandshali complywiththeRFWsD,sRulesandRegulations,asadoptedandamended fromtimetotime.Totheextentthattheseimprovementsarenotdedicatedto RFWSD, the East District shall own' operate and maintain them' 4StreetsltisanticipatedthattheimprovementsmadetoSHs2shali 13 be dedicated to CDOT' To the extent that these improvements are not dedicated to CDOT, the East District shall own, operate and maintain them. 5- Fire Protection The Districts shall receive fire protection services from the carbondale and Rural Fire protection District- CHAPTER III . DESCRIPTION OF FACILITIES AND IMPROVEMENTS The East District will be permitted to exercise their statutory powers and its respective authority set forth herein to finance, construct, acquire, operate and maintain the public facilities and improvements and provide the services described in Chapter II of this Service Plan either directly or by agreement. If appropriate, the East District may contract with the Districts or various other public and/or private entities to undertake such functions or perform responsibilities related thereto. The descriptions contained in this Chapter show the conceptual plan for the pubtic facilities and improvements described in Chapter II hereof. Detailed information for each type of public improvements needed for the Development is set forth in the following pages. It is important to note that the d.escriptions contained in this Chapter are general and conceptuai in nature only, and that modifications to the type, conflguration, and Iocations of improvements will be necessary as development proceeds. Facilities wiil be designed in such a way as to assure that the facility and service standards wiil be compatible with those of or required by the County and of other entities which may be affected thereby or as otherwise set forth in the Developraent approval by the county and any applicable annexation agreements. ' The following sections contain general desiriptions of the contemplated facilities and improvements which wiil be financed by the East District. A. General Construction of all planned public facilities and improvements will be scheduled to allow for proper sizing and phasing to keep pace with the need for service. ALI descriptions of the specific facilities and improvements to be constructed, and their related costs, are estimates only and are subject to I4 modificationasengineering'developmeutplans'economics'andapplicable legal requirements, and construction scheduling may require' B. General Desien Standards ImprovementswithintheEastDistrictwillbedesignedandinstalledby theEastDistrictingeneralconformancewithcurrentstandardsadoptedbythe EastDistrictandestablishedthroughtheDevelopmentrequirementsorasmay befurtherrequired,ifappropriate,inanapplicablesubdivisionimprovements agreementorarrlGA.Allimprovementstobededicatedtoaqualifiedentity shall comply with such eutity's rules and regulations' C. Inrprovements 1 Public Improvements The primary improvements to be operated andmaintainedbytheEastDistrictonanon-goingbasisincludethose associatedwithstreets,stormdrainage,parkandrecreationandotherservices asdescribedherein.CoordinationbetweentheDistrictsandRFWsDregarding potablewaterandsewerfacilitiesandservicesmaybenecessary.other associatedimprovemeutsthatwitlbeoperatedandmaintainedbytheEast DistrictorbytheMasterAssociationwiilbelandscapedentrancesandother commonopenafeas(suclrasparks)andrecreatioufacilities,transportation facilities, bike/recreation7pedestrian paths, right-of.way maintenance, street lighting, street signs, safety protection facilities, parking facilities, and other improvements set forth in this service pian. only public improvements will be constructed bY the East District' The Districts' capital cost recovery wiil be based solely upon the financial capability of the Districts effecting such recovery' On-going maintenance and be recovered based solely on the Districts' operation and administration costs will established fees and charges as contained ability to pay within the confines of s for non-fee based seryices such as herein, subject to the use of tax revenue maintenance of drainage facilities' and wildfire'related vegetation' Once constructed, these 1 improvements often become the responsibil ity of either the general PruPose government or a homeowners association to operate 15 and maintain. When oPerated by a property owners association, neither the benefits of tax exemption or of governmental immunity become available to the property owners association responsible for the ongoing operations and maintenance. This is the reason that this Service Plan Proposes that the East District is empowered to take control, where applicable, from the Developer the aspects of capital improvements which may include the design, acquisition, installation, ownership, as well as the operation and maintenance of these and other public improvements, depending on the determination of the Boards of Directors of the Districts and the Master Association corcerning the. appropriate aliocation of these responsibilities as Iimited by this Service plan. CHAPTER IV - COSTS AND REVENUE SOURCES A Cost of Constructl I Development-Capital Costs The development-capital costs of the Districts are estimated to be $60,354,399 and $3,24L,213 for the East District specifically, as shown in the preliminary engineering cost estimates included in Exhihit E. 2. Annual Operation and Maintenance Costs At full development (2025), the annual operation and maintenance costs of the East District totals $ 1,500,000 3 Debt Service It is anticipated that the East District issue limited tax general obligation bonds to cover a portion of the approximately $60,354,388 of costs. These limited tax general obligation bonds will provide for a total mill levy of the District of 35.00 mills for debt service so that no unexpected burden will occur to the residents of the Development- Accordingly, the debt service schedule would depend upon the ability of the Districts to produce funds available for debt service at the established rates from the revenue sources detailed in the following subsection B. Rerrenue Sources 1. Property Taxes A milr revy of 45.00 mills is proposed ro be assessed by the Districts generating approximately 34,300 per year for each i6 g1,000,000 of assessed value. This property tax (which ivitl be in addition to anyhomeownersassociationduesorfees)willbeincometaxdeductibletothe property owner' The tax will be used to pay for each of the Districts' operation experses, debt obligations' and other associated expenses' 2.FacilityFeeAfacilityfeeofonepercent(1%)ofthehomesale priceofeachresidentialunitshailbeassessedwithintheNorthDistrictand the South District and is expected to produce a total of $4,983,502 through 'oot' ,. user Fees various user fees will be used to assist with operations andmaintenanceofvariousimprovements.Thesefeesmayinclude,butnotbe limitedtouserfeeschargesforuseofcommunityfacilities;userfeesfor potential internal transit system and a raw water system fee' 4.SpecificownershipTaxTheDistrictsshallreceivespecific ownership taxes fronr the county, which are expected to produce a total of 70 through 2045'$3,817,7 5. be one P v Interest earnings are projected to ercent (1%) on the cumulative surplus of any bond issuance, CHAPTERv-FINANCIALPLANSUMMARYIS32-l-202(2xb)',c'R's'l AttachedtothisServicePlanasExhibitDareFinancialPlanswhichshorv howtheproposedservicesandfacilitiesmaybefinancedandoperatedbythe Districts.TheFinancialPlansincludetheproposedoperatingrevenuederivedfrom advalorempropertytaxestobeusedbytheBastDistrict.TheMasterlGAsare expected to provide that the obligation of the Districts to pay the East District for operatingexpensesincurredforprovisionofservicestopropertywithinthe respectiveDistrictshallconstitute..debt,,ofthethatDistrict.Accordingly,mili leviescertified.tomakenecessarypaymentstotheEastDistrictwitlbe characterized as debt service milL levies notwithstanding that they are imposed to paycontractualobligationsforoperationsandmaintenanceservicesprovidedbythe East District. The Districts anticipate borrowing its initial operating funds from the DeveloperuntilsuchtimeastheDistrictsabletogenerateoperatinglevenues. t7 The Financial P1ans include the proposed debt issuance by the Districts and shows how the financial operations of the Districts will be coordinated. The East District is expected to issue limited tax obligation debt supported by ad valorem mill levies as limited herein from the revenue available from a 45.00 mill levy (which includes 35,00 mills for debt obligations and 10.00 mills for operating expenses)' This mechanism will help assure the transition of appropriate tax revenue to the payment of debt issued to provide services for the Development. It is presently anticipated that the East District will issue limited tax general obligation bonds. Other structures may be used and the Districts shall be entitled to modify the proposed structure of the Financial Plans by causing the East District to obtain funding directly from the Developer, its lender, or assigns of the Developer, provided that all such borrowing shali comply with the requirements of state law and this Service PIan regarding limitations on the amount of limited tax obligation debt which may be issued. For example, the East District wili be entitled to obtain funding frorn the Developer rather than issuing limited tax general obligation bonds and agree to repay the Developer from revenue sources to which the East District might otherwise become entitled pursuant to the Master iGA or other agreements. Subject to the limitations set forth herein, the Districts shall have rhe ability to utilize excess debt capacity which may be developed within the Districts if the assumptions coutained in the Financial Plans are more conservative than what actuaily develops within the Development. The balance of the information contained in this Chapter of this Service plan is preliminary in nature. All dollars are stated in 2010 dollars. Upon approval of this Service Plan the Districts will continue to develop and refine cost estimates contained herein and prepare for bond issuances. AII cost estimates w-ill be inflated to current dollars at the time of bond issuance and construction. Engineering and other contingencies as well as capitalized interest and other costs of financing will be added. A11 construction cost estimates assume construction to applicable local, state or federal requirements. The maximum general obligation indebtedness for the Districts is not expected to exceed $40%500,000; and the maximum general obligation indebtedness 18 fortheEastDisttictisnotexpectedtoexceeds40,500,000.TheEastDistrictshall have authority to finance and construct all facilities contemplated herein without theneedtoseekapprovalofanymodificationofthisServicePlan.TheEast District shall also be permitted to seek debt authorization from its electorates in excessofthisamounttoaccountforcontingenciesprovidedthatanysuch authorizationshatlnotexceedthemilllevylimitationof50.00mills, Gatlagherized. Reasonable modifications of facilities and cost estimates shall likewisebepermitted.Subjecttothelimitatiorrssetforthherein,final determinationoftheamountofdebtforwhichapprovalwillbesoughtfromthe East District's electorate frorn time to time will be made by the Board of Directors of the East District based on then-current estimates of construction costs' issuance costs, and contingencies' Authorization to issue bonds as provided herein and enter into various agreements described herein wili be sought from the East District's electoratepursuanttothetermsoftheSpecialDistrictActandtheColorado Constitution as amended from time to time' Inadditiontoadvalorempropertytaxes,andinordertooffsettheexpenses of the anticipated construction and the East District operations and maintenance costs, the Districts will also rely upon various other revenue sources authorized by law. These wili include the power to assess fees' rates' tolls' penalties' or charges asprovidedin$33.1-1001(I),C.R.S.,asamended.TheFinancialPlansassume varioussourcesofreverrueincludingadvalorempropertytaxes,specificownership taxes,andfacilityfees,togetherwithinterestearningsonretainedamounts. The Financial plans do not project auy significant accumulation of fund balanceswhichmightrepresentreceiptofrevenuesinexcessofexpenditures , under the TAB0R Amendment' it is anticipated that certain of the operations oftheEastDistrictwillqualifyas..enterptises,,undertheTABoRAmendment. IfitsoperationsdonotqualifyasenterprisesunderTABOR,revefluefromall sources which exceed the permitted level of expenditures in a given year will be refunded to taxpayers unless a vote approving the retention of such reven.ues is obtained' To the extent annual District revenues exceed expenditures in this manner the Districts will comply with the provisions of 79 TABOR and either refund the excess or obtain voter approval to retain such amounts- The estimated costs of the facilities and irnprovements to be constructed. and instailed by the Districts including the costs of acquisition of land, and engineering services, legal services, administrative services, initial proposed indebtedness, and other major expenses related to the facilities and improvements to be constructed and installed are not expected to exceed $60,354,388. Organizational costs will be reimbursed to the Developer by the Districts out of their initial revenue sources including debt instruments. The maximum voted interest rate for bonds will be eighteen percent (I8%); but the expected issuance rate is much lower. This maximum rate is set at this level just to accommodate some currently unforeseeu market cond.itions. The proposed maximum underwriting discount will be voted at five percent (5%) although it is expected that the actual discount will be lower for the limited tax obligation bond issues. It is estimated that the limited tax obligation bonds or other forms of indebtedness, when issued, will mature not more than forty (40) years from date of issuance pursuant to state statutes. In the discretion of the Boards of Directors, the Districts may set up other qualifying entities to manage, fund, construct and operate facilities,-services, and programs. To the extent allowed by law, any entity created by the Districts will remain under the control of its Boards of Directors. The Financial Plans demonstrate that the Districts will have the financial capability to discharge the proposed indebtedness with reasonable mill levies as limited hereby assuming reasonable increases in assessed valuation and assuming the rate of build-out estimated in the Financial plans- CHAPTER VI - PROPOSED AND EXISTING AGREEMENTS A. Intersovernmental Agreements [permitted under $ 32-1- l00i(1XdXI), c.R.s.l As noted in this Service Plan, the relationship between the East District, the North District and the South District, including the means for approving, 20 financing' constructing' and operating the public services and improvements neededtoservetheDeveiopmentwillbeestablishedbymeansoflGAstobe executedbytheDistricts,ThelGAswillestablishproceduresandstandards fortheapprovalofthedesignoffacil.ities,transferoffundsbetweenthe Districts,andoperationandmaintenanceofthefacilities.ThelGAswillalso provideforcoordinatedadministrationofmanagementservicesforthe '""t";;" East District wiil be responsibre for initial review. and an.nrovi'-_"t r'*t forconstructionofpublicimprovementswithintheDevelopment,exceptasto potablewatelandsewerfacilitiestobeded.icatedtoRoaringForkWaterand SanitationDistrict,inwhicircase,theprovisionsofRFWsD'sRulesand Regulationsapply'TheEastDistrictwillbe--responsibletosubmitanyplans necessaryforsuchimprovementswhichitwillconstruct.Tlrepurposeofthis structureistoeliminateanyneedfortlreCountytobeinvolvedwithDevelopersin theday-to-dayreviewandapprovaloftheDistrictorDeveloperimprovements withintheDevelopmentandtominimizethenumberofindividualswithwhomthe Countymustdealinanyreviewandapprovalprocessormayberequiredbeyond the Development approval process' B. Agreement with Master Association itisanticipatedthattheServiceDistrictwillenterintoanagreementwitha Master Association for the integration of functions to the greatest extent legally possibletominimizecostsandmaximizebenefitstobothentitiesandtheir constituents. C [permitted under $ 32-1-100 l(t)(d)(I)' c.R.s.l Totheextentpracticable,theEastDistrictmayenterintoorassume assignmentofadditionalintergor,ernmentalandprivateagreementstoensure betterlong-termprovisionoftheimprovementsandservicesandeffective management.Agreementsmayalsobeexecutedorassignmerrtofagreements maybeexecutedwithotherserviceproviders'AIIsuchagreementsare authorized,tobeprovidedbyeachpursuanttoColoradoConstitution,Article ZL XIV, Section Statutes. 18(2Xa) and Section Zg-'l-201, et seq., Colorad,o Revised CHAPTER VII - OTHER REQUIREMENTS AND CONCLUSIONS A. Requirements The East District shall be subject to the following additional requirements : 1'. subrnission of annual reports as described in $ 32-l-207(3), C.R.S. 2 Material modifications of this Service Plan shall be subject to apprcival by the County in accordance with the provisions of g 3z-l-207, C.R.S. B. Conclusions It is submitted that this Service plan for RE East Metropolitan District as required by $ 32-l-zo3(z), c.R.s., has established that: i. There is sufficient existing and projected need for organized service in the area to be served by the North District; 2. The existing service in the area to be served by the North District is inadequate far present and projected needs; 3. The North District are capable of providing economical and sufficient service to the area within its boundaries; 4. The area included in the North District does have, and will have, the financial ability to discharge the proposed indebtedness ou a reasonable basis; 5 Adequate service is not and will not be available to the area through any other existing municipal or quasi-municipal corporations including existing special districts within a reasonable time and on a comparable basis; 6. The facility and service standards of the North District are compatible with the facility and. service standards of Garfield county; 7 - The proposal is in substantial compiiance with the Garfield County Master Plan adopted pursuant to $ 30-28-108, C.R.S.; 8. The proposal is in complia4ce with any duly adopted county, 22 regional,orStatelong-rangewaterqualityrnanagementplanforthearea;arrd g.TheongoingexistenceoftheNorthDistrictisinthebestinterests of the area ProPosed to be served Therefore,itisrequestedthattheBoardofCountyCommissionersof Garfield county, colorado, which has jurisdiction to approve this service Plan by virtue of $ 32-1- 204 5'C'R'S'' et seq'1as amended' adopt a resolution which approves this Service Plan as subniitted' 23 EXHIBIT A Map of Districts e qi z a I ? a { E *l ed q q. =a li;t, l -!s -; i, !t .d a' EAST .DISTRICT io:t I. '. 'RE NORTH C)i) t;; o METRO PROPERTY UMITS METRO DISTRICT. Prclcct: RE South, Noth, and East Tldc: SLmPosite District Boundary MaP RE South, North, and East I Creek {',r \-r -,- $ 11 ! tlL' ll CONSERVAION EASEMEM No Drtc: PGpscd bY: Disuict 8140 LLC Exhlbt: 61712014 i(n I , I EXHIBIT B Legal Description and Map of East District :(RE East District) Legal DescriPtion- RE East A parcer. or_i.:1-::.;.:::.i: [;ill.tr'lr.:?.:;'il"'?!::i1,1::?;"1'r::iil"iio.'"1,.0Section l-, TownsnrP I :":"111.^^"";.^r-- -^"" particularly descrroeQ a> rvrr or GarrieLd, statevoi ttittlot' uui"i ;;;" ;il;i''ti"trv described as rollows: CommencingataGarfieldCountySurveyor's?'L/211:l-B'-="Capfoundlnplaceat the southe.st co""""-;;*t;i; '1""o"'{l'ti"',tt'-N 30"1;;i'; w t oi=t"t':: "r 4898'44 reer to rhe Lrue ;;,;-";;.sllt'-t?"oi;.il{E[i:i,*;;;:'J:i.];fii]i"lltt""'"1'o olrii"n" being relaLive to a bearlng Brass Cap and " o"iii.ia--orrrty,,rti"il.T""z 2iz-incn irass cap found in place to witness the south'ii;";;t;;; oi said section 7; i*t-; I'illflffi;';'l;i;;-ii"r i:r;'?"ffi:' 1":' :i;il8"x'li;':; i',l'uo oo feet, a centra},"qi.-.r 7.47138,'"i;";,;;.;i,,e,.r,o'1..i""'ing of N 28.19tQQll 9l a f,ittu.,.. of 25Q'10 feet' ', )? a2 feett thence, N 35"14'06"*il-"'distance ot L22'52 Eeer't thence. N 89'17'oi" * t di"ttt'"" of 7'98 feet; thenee, rt 35'22''6" * " 4it::::: of 2'80 feet; thence, N 89'56':zL* R a disLance of 5'95 feeL; rhence, N 35"14'o;" ; I Jitt"n"" of' 69'98 feet; thence, N 35"14';;" ; " Ji"t"t'"t of 97'oZ feeti thence, N 34'45';;" * ; JisLance of 229'17 feeti thence, s OO"0O'60'; ; " di"t"t'tt of 7 '98 feeL; thence, N 34"53';;" ; ; Ji"t"tt"" of 9'?5 feet; thence, N 37"33'i;" ; ; Jistance of 6'55 feet; thence, s 01"05';;" w - ditt"ttt" of 200'87 feet; thence, N 88"59'ig" o' a distance 9f 89'64 feet; thence, s 02o48'iO" e a distance of 70'54 feet; thence, N 86"45'ii" w a distance of 52'73 feet; rhence, N 89"36'li" W a distance ot ?92'62 feel; thence, N 89"43'!0" W a distance of i-00'90 feet; thence, S 19"38'ii" f a distance of 585'74 feet; :*H:i il:;I:i:;r:*o=1;1":;".":'1;"'1"iil"::: 3:::?3n'";"$':;';i'39: 30"'u" a cenLral angle^oit""a.9;zo'07" and subtending a chord ii"""n"* of 250'4L" teeli -€ 1RB.?8 feeLi thence' fu Zf 'Of lOi" n a d'lstance of 1-85'28 feeL; :Ht=i i':i;i;"*;,'.lj::::l?:r':":3: [ [;q:iish'[ havins a radius or 500 00 . feet, a central -^ni":, 12"54'fZ"'Iia-""Utendiog """i'itJ-i"iring of s 35o08'20" E .-di"t"""" of 1L2'36 feet; i5*ii"i,13'^',i'^1*"'.1":i;"i?""':.:i: il fiili'-'lt bavins a radius or 800'00 feer, a ."nrrrl*ligi" or 46o09'rr-'Iij-"ubtending t";;;d-;taring of s 05"35',39" E l-aitt"t'"t of 621 '14 feet; ^F 1)1-s? feet; Lhence, lq I a"o6i6il-P'u distance of :r21 '5? feet; thence, N 06"0i'OO" w a d1s!anc3 of 461'54 feet; lHt::i :,[:;i;:l:;;"-';;;:H:"":"ii: ll-liili:r'L havins a radius-ot 1820 00 feer, a cenrral ;;;i" of I0o54'3i"-lio-"*tending "i";i"u"'iing of l{ 15'58rsgo ti a disrance or 5s6-OO feer ro rn.'ooi'i;;-;;;i;"i"s """l"i"ins an area of 1L'93 F.cres. mQre or less ' - r -^..r ^+.i ar Thenameandaddressofthepersonwhocreatedthislegardescriptionis: Jeffrey Allen Tuttle' P'L'S' *33638 ?27 Blake Avenue ;i;";;; sPrinss' co 81601 .E c 2se N E Eo E1S tr :E 6 e E U6qo IIo 6 -Et.g No E P .gt>G Set?d69tET oEoe ots x! =Eii3PEE9 FE o o rss 3000 5.@0+-..-- F.a EocU REEast flb: District VicinitY MaP PrcpsEd Bf: Dsler D RE East M, Metropolitan District 8140 Partners, LLC Exlibitr 6171?j010 It.:l $ ,ji -il -t( \ l-l i' '- t) it r% -l) N I a c 6 E Q e 6I 6 I a E 6d 1 E 2 2 B o Bi"*.t"t Boundary MaP Preprred bF 6rf,1201 0 EXHbIE LLC8140 Disuict REEast rtir v I ';. :: I ) \ Dsto: .\ \ \.. t' \l(i EXHIBIT C Property Owner,s Consent ruou I I, zoto Boaril of CountY Commisiioners Garfield CottntY 108 8s Sgeeq Suite2l3 , : Ctt nwooaSpfungs, CO 81601 Rq Fropo*cd RE EastMetrapqlitau District (tte "Disb:icf') To WhomItMaY Concta'n: CarbondaloLrveshents,LLC'aTexaslimijedfiabilitycompirnyauthorizedtqdobu5iiress:in cororado !s; oi will u"'?iuilio'g;Giio'#iil D'tt'*i+ til" toig owner orthe propertv anactred her"to ," B*tiriii rt";r"="r'n;p""':ff#t1;d;*::":" the bounddries of (he DistrioL 1'c purpose of this:letter i"to uayis" ttiutihe prop"'ty owncr consents to the organizalion of the Distict' LLC, fiulhorizld stg notou-' ta,,of-l4lry& ] ss countYrf OfiIrfi'Id i' Subscribed and sworn to befo-rc me o" this -!& khr,,Wi6i C"*'"na"t* Investrnents' Ll'c' {ay of June' zolo" bY ff'ol"'* t 5NF (Sea1) My oornmission dxPires aTgxas liabilitY I A parcel of land situated in Sectj.on ?, Tohnship ? Squthr ,Range gg. West; and insection l' Township z soutt,, R;; 89 !!est of ti:e sixth prlncipil Meri:diani counr..yof Garfield; siare of Goiorad", u"irs;;;;;;i,;uii.ry described a'' rolLows: Qonimencing ati a Garfierd county surveyor's 2 L/2 inch Brass cap fquird in: prace. atLhe southeas.t. corner qf: said, section i, tr.,"r.,o",-n:36"rg,L2.\ w " aisian.e.of 4g9g.44feet to the true pgir.rt of begi-rining of_Lhe plrcg1 descrlbbd herbin,.with arr.bear.i.ngs bei.ng: re1atil,e t" ;-;;;"g of N- g\t2g; j1n li on the lirie.be€weein.saidBrass' catri and a Garfield county-iurieyor''s i liz inch Brass cap f,ound ii: place: towitness. tt':e,sourh t/4 coxndx "i ,uia-il.ai"" )'r.o """ tlenge, N 1l'p'og'00.. rd a distance-rr-gi.go-r""ir,the5rse' zra'29 along [he arcioi-"-cu.r,e-ir-Iij'rnt" having. a, rHdius of tBho.ot)feeE" a eentral angle af 744i ':a.i'e;J s"rt""Iirg""iri"ra bearing 6f N 2g:19,00.* ou ddj,Srance or 25b.10 feqt;thencer N 35:14.,00',. w a.distance of 3-22_.52 feeL.ithence, N B9'f7,09"i ve a.ciist-ance of 7.9g r";i;-'thenee, I ??:??'i?- ?I a disrance or z.eo re.t;lhqncc. { !!]se'25': e " Qisqance of 5.95 feeu}tlrencer N 35'14t0b,1 I,i a disiance of 5g.gg feeL;thence, N J5.1:4iooi, I{ a a:_st"nce ;i ;;:O; ;;.-';LhenEe. N s.4"4s!s0!, 1'r ; Jisi;;;; .i iie.ir'ili,rhenee, s 00"o0,00" t+ a,distancd "r i.gi-eu.il"' Ili::'l I :l::l:1e" N a, aistarrce oi' g.ze ,r".t,EIgllqe, N 37"3J:19* W q diFlanig of,,6.55 feet;Llrence, S 01oOS'14.' Vg a distance of. 20O-B.T feeULhBnce; N BBo59'16,' ls a distance ;f ;;.;;, <;;;"thenie. s o2p4g'1.6" E " ai=Uic; Ji,0.54 feer; lfreace. N BG?4s:s2r. w a: aisranJe "i si,ii it.iit-fenoe, N 8,9,"36i12" H q distance ii zgz.62 feet;!l.nce, N B,ee4,3'3g'l w . di";;;;; oi roo,go ;;;;;thence, s i.go3g r 12',, z a distar,rce oi sag_ J4 r,'a*_t.tbence, N ?0"21,09:r E a distance of iS..'EZ f;.ir'itience, 2SB-32 along rhe arc of a ",r.ve-i"-t[I'f"ft haviflg a 4aeius of g0g.00.ieet,a centrar, angIb of 49"20'07i, and sribtendr_ng-;-c;;; ilearing of N 45"4,1 ,05. E adisLance of !5Q.41." feet; qlairg'' uL N 4) 4'l r'I tJreage, N 21'Of.O1:l E a dislanqe of 185.28 feeU.thencei s s1"35'zdir E a disr.";; ;; r98.67 a;;i-;thenbe; 1r.2,60i alohg the arctoi-"-"urr. to the right having a radrrrs:of 5oc.c0feeg'' 4 ceritral an'gie of rz"sairi"-".ro subtendin!'i-cr,o=a beari.ng of s 35o08 t.?_ou E:a -dlst.ance of '112-36. feet,t s v'!Jvrq -ptza'ruu ()E s : thgnc9., s 28;"411 14- E a distance of 645-7-7 fee,t;,th€nce, 644.42 arong thg €r! nt " .r.re a" itI-"rqht ha\rlng a, radiuS,of 800,.00I"Ei;.i"!E":l.lr;:ile of {6"os,ri,,-i,,a "uueenai.,f,.*-"r.,o,a ["""i;;-;; i-oi;].y]r,, u thencb, N ?4000106r E a distance of 721_5? feet;thelce, It O6.c01!OO. W .ti distance, of 461 .54 feet;[:hence, N 0g;52,00* !, " aistin"e ui :rf.00 febt;Lhence. 346-52 a10ng the arc. of a-curve to tnu.-i.rt having h radius of 1820.,00feeL, a cenrrar angre or r.0'54'32.,and-su;.;;d;;';.io"a bearlng of N Ls.s'rog^ !ia disEance-of 346:00 feet to the point.i-n.g*;inJ Iona"ir,ing an area of 11.93AcresiT qrgre or ress. --?<-'i'*"> vv ?he narne and address of the person who created this Legal description is: Legal, .Description-. RE East tTeffrey Alten TuttIe. p.L.S. #33638727 Blake Avb.nue Glgnwood SpringS, gO g1601 Exlribit A. (RE East District] E)CIIBIT D Financing Plan for Districts Not Cattle Creek Metropolitan Districts #l - #3 Garfield Counfy, Colorado Limited Tax General Obligation Bonds Table of Schedules Assumptions 1 Not Catfle Creek #1#3 Cover 5n7nul 35 Bord Levy District#1 (Southem) 35 Bond Levy District #2 (Nor0rem) 35 Bond Levy District #3 (Commercial) Preliminary as of 0586p010 Non Rated - Bank euatified 7.00% Rate Proi,ect Amount ParAmount (at Closing)Series 2015 11 12 ' $27,000,000 Cover Page Bond Levy Cashflow Schedule Operations Levy Cashflow Schedule Residential Lot Valuation - District #1 (Southem) Residential Lot Valuation - District #2 (Northern) Residential Development Schedule _ District #1 Residential Development Schedule _ District #2 Commercial Development Schedule _ District #3 Assessed Valuation Summary Facilities Fee Sched ule $23,610,000 1 2 3 4 5 b 7 I I 01 Series 2015 Debt SeMce Schedule Sources and Uses of Funds George K. Baum Company 5t27t2010 Not Csttle Creek MetroPolltqn Dlstricts #1 ''tt t,f,ET f.',tY;.',ll"Jlfl l,o"n u " "o= Sshedule ot Bond LevY Caghflows Annual Surplusl L &tqG Ctdatd CdM ulml0 Cumulative Surolw/ Ratio colecthn Debtto 2010 2011 2012 m1X 2014 2015 2015 2017 2018 2019 2020 m21 2022 2023 2124 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 m35 2036 2037 2038 2039 m40 2041 m42 2043 ?w 2045 sl 295,175 1,072,926 1,49s,522 1,668,94s 21,336 26,064 (2S7,469) (31 1,142) (667,150) (736,247) (6S8,573) (7s0,708) 34,497 28,742 25,S03 36,012 34,220 35,012 35,5s9 33,405 37,429 38,303 36,s46 36,861 31,023 2T,483 39,601 43,047 43,387 40.871 4T,421 46,045 60,646 492252 295,176 1,368,102 2,863,625 4,5X2,513 4,553,909 4,579,973 4,282,504 3,971,362 3,304,212 2,567,95s 1,869,393 1,'1 18,684 1,153,182 1,181,924 1,207,827 1,243,S39 1,278,059 1,313,071 1,348,670 1,392,074 1,419,504 1,451,807 1,494,353 1,531,214 1,s62,237 1,589,720 1,6n322 1,672,369 1,715,750 1,756,627 1,804,048 1,0s0,093 1,910,738 2,402,990 Serix 2015 Net D6bt Revenus AYallabE For 0n Facilitiss Fee 1 Cumulalive Surplus OurnershlP TilBond MN PmpedY Tu@Assessed Value Bond Mill Properv tax @ Ass€ssed value Bond MiII Pmperty Iax @ Assessed Value 1,951,000 J 2,087,950 2,199,750 2,202A50 2,498,050 2,500,s00 2,499,900 2,545,050 1,787,850 1,793,950 1,833,300 1,823,450 1,8S2,550 1,862,100 1,S36,350 I 1,97I;700 1,977,750 2,023,950 2,027,800 2,056,750 2,053,700 2,09s,400 2,098,3s0 2,134,650 2,136,500 2,105,650 1,734,650 1,899,550 1,902,100 1,935,850 1,s5s,462 J 1,896,770 '1,897,112 r,935,'149 1,935,505 1,974,279 1,S74,653 2,0s6,747 | 2,138,787 2,139,221 2,1 8?,071 2,182,545 2,226,N6 2,2?6,902 295,176 1,072,926 1,495,522 1,668,948 1,97e336 2,114,014 1,902,291 1,891,308 1,030,900 1,764,6s3 1,801,327 1,79/t,142 1,822,347 1,822,692 1,859,203 2,014,246 2,014,01 1 2,054,973 e055,283 2,096,351 u,754 47,167 51,204 68,M6 79,ilz 89,011 106,210 '111,653 113,283 116,1M 1 16,164 118,487 118,487 120,857 120,857 123,274 123,2?4 ,l25,740 125,740 128,zil 120,254 130,8',I9 130,819 133,436 133,436 135,104 136,104 138,82? 138,827 141,603 141,603 144,435 144,435 2,952 r3,681 28,636 45,325 45,539 4s,800 42,925 39,?14 33,042 25,580 18,694 11,187 1 1,532 11,819 12,0i8 12,438 12,781 13,131 13,487 13,821 14,195 14,578 14,944 15,312 15,6?2 15,897 16,293 16,724 17,158 17,566 18,040 18,501 19,107 ol 0 0 0 0 0 0 0 0 224,98S 84,488 295,176 546,373 760,867 957,619 gl7,1lx 85e623 483,653 35.000 35.000 35.000 35.000 35.000 35.000 3s.000 35.000 35.000 35.000 35.000 35,000 3s.000 35.000 35.000 35.000 35,000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35,000 35.000 35.000 3s.000 35.000 6,205,'l5s 6,205,155 6,329,258 6,329,258 6,455,843 6,455,043 6,5e4,960 6,584,S60 6,716,659 6,716,659 6,8s0,992 6,8$,992 6,908,012 6,980,012 7 ,1n,173 1 ,121,77X 230,381 234,989 234,989 239,689 239,689 244,483 244,483 208,564 l 212,837 21?,s37 217,0w 217094 221,435 221,435 225,864 225,88t 230,38,l 2t4,572 204,572 208,664 34,815 '108,993 192,713 192J73 1S6,628 186,628 200,561 200,561 1,015,000 5,510,000 5,620,200 5,62),200 5,?32,604 5,732,6M' s,E{n,a6 5,847,256 5,964,201 5,964,201 6,083,485 6,083,485 s,205,500 35.000 8,453,220 35.000 9,279,715 35.000 15,051J60 35,000 18,509,101 35'000 20,657,494 35.000 22,073,418 35.000 23,24S,587 35.000 23,278,744 35.000 23,759,398 35.000 23,753,398 35.000 24,234,586 35.000 24,234,586 35-000 24,719,277 35.000 24.71S,2?7 3s'000 25.213,663 35.000 25,213,663 35'000 25,717,936 35.000 25,717,936 35.000 26,232,295 3s.000 26,232,?J5 35.000 26,758p41 35.000 26,756,S41 35.000 27,292,080 35'000 2r,2S2,080 35.000 27,83?,s21 35.000 27,837,921 35 000 28,394,680 35.000 20,394,690 35.000 28,362,573 35.00! 28,962,si3 35.000 29,541,82s 35'000 2S.541,825 35.000 178,549 28S,945 310,294 516,276 634,062 708,552 757,1 18 197,421 798,461 814,947 814,947 831,246 831,246 847,871 M7,871 8M,829 8M,829 85L125 882,125 899,768 899,768 917,763 917,763 936,118 936,1 10 954,M1 954,841 913,930 973,938 993,416 993,416 1,013,285 1,013,285 19,267,238 19,267,238 19,552,582 1S,052,582 20,M5,634 20,045,634 20,446,547 20,446,547 20,855,478 20,055,478 21,212,587 21,ztzs$l 21,698,039 21,698.039 22,132,000 22,132,000 22,574,640 22,574,640 23,026,132 23,026,132 25,486,655 I 23,486,6s5 35.000 35.000 35.000 35.000 35.000 35.000 35.000 3s.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35,000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 310,798 303,863 41 3,194 454,376 501,447 539,651 57'1,173 604,846 627,094 M7,908 647,908 660,866 660,866 674,084 674,084 687,565 687,565 701,317 ?01,317 715,34I 715,343 229,650 729,650 744,243 744,243 759,128 759,128 n4,310 n4,310 789,796 789,796 805,592 005,5s2 9,061,1gl 11,191,331 1L046,477 13,530,664 14,619,460 15,733,251 16,652,282 17,633,982 18,2S2836 18,889,449 18,88S,449 Georuo K, Baum ComPanI 5fimfi Not Cattlo Creek Metropolltan Dlstrlcts #1 _ #3 GarflEld Gounty, Colorado Llmlted Tax General Obllgation Bonds Echedule of Oparatlng Lovy Cashflows Collection 2012 2013 2014 ?015 2016 2017 2018 2019 2020 m21 2022 2023 2024 2025 2026 2027 2028 2029 2030 20x1 20x2. 2033 2034 2035 2036 2031 2038 2035 2040 2041 2042 2043 2044 2045 a NolCaillo CFol,!t'6 CNhlhi Opq 547n010 Annual Surp,us/ Doficit Cumulallve Surplus/ Assessed Value Operalions PropertyMill Tax @ 0perations Mifl Assessed Valu6 Property Tax @ 90.0%0.00* Assessod 0perations property Value Mfll Tax @ 0n Cumulattve Oeveloper Surplus Advance 1.000/0 0wneEhip Tax 1.00o/o Total Revenuo Available For 0peralions Expense 9,001,181 1 1,r91,331 12,046,477 13,638,664 1 4,61 9,460 15,733,251 16,652,282 17,633,982 18,282,636 18,88S,449 ,8,889,449 19,267,238 19,267,238 19,652,582 1S,652,582 20,045,634 20,045,034 20,M6,547 20,446,s47 20,855,478 20,855,478 21,272,s87 21,272,587 21,698,039 21,698,039 22,132,000 22,1X2,000 22,574,640 22,574,640 23,026,132 23,026,132 23,486,655 23,486,655 10.000 10.000 10.000 '10.000 10.000 10.000 10.000 '10.000 10.000 10.000 10.000 10.000 10.000 10.000 r0.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 r0.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 r0.000 88,800 109,675 118,055 132,879 143.271 '154,1 86 163,152 172,813 179,170 185,117 185,r 1 7 188,819 1 88,819 192,595 192,595 196,447 196,447 200,376 200,376 204.384 204,384 208,471 208,471 212,641 212,641 216,894 216,894 221,231 221,231 225,A56 225,656 230,169 230,109 5,205,500 9,4$,2m 9,279,f 15 15,051,766 1 8,509,101 20,657,484 22,073,418 23,248,587 23,278,7M 23,759,398 23,759,398 24,234,586 24,234,588 24,719,27f 24,719,2t7 25,213,663 25,213,863 25,717,936 25,717,930 26,232,295 26,232,255 26,756,941 26,7s6,941 27,292,080 27,292,080 27,83T,921 27,$r,921 26,394,600 28,394,680 20,962,573 28,962,573 29,541,825 29,541,825 10.000 10.000 10.000 10.000 ',0.000 10.000 10.000 10.000 10.000 10.000 1 0.000 10.000 10.000 10.000 10,000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10,000 10.000 10,000 10.000 10.000 10,000 10.000' 10.000 51,01 4 92,842 90,941 141,507 1 81,38S 202,443 2r6,31 I 227,836 228,132 232,842 23?.,842 237,499 237,499 242,249 242,249 247,094 247,094 252,036 252,036 257,076 251,076 262,218 262,218 zET,462 267,462 272,812 272,812 278,268 278,268 203,833 283,833 289,510 289,5't0 10.000 10.000 10.000 10.000 10.000 10.000 I0.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 r0.000 10.000 10,000 10.000 10.000 10.000 10.000 10.000 10,000 10.000 r0.000 10,000 10,000 10.000 r0.000 10.000 10.000 10.000 1,015.000 5,5'10,000 6,620,200 5,620,700 5,732,604 5,732,604 s,847,256 5,847,256 5,964,201 5,964,201 6,083,485 6,083,485 6,205,155 6,205,,I55 6,329,258 6,329,250 6,455,843 6,455,843 6,584.960 6,584,960 6,710,659 6,716,659 6,850,992 6,850,992 0,980,012 6,988,012 7,127,71X 7,127,773 58,449 s9,6,t8 59,618 60,81 1 60,0't1 62,027 62,027 63,267 63,267 64,533 64,533 65,823 85,823 67,140 67,140 68,483 60,483 69,852 69,852 9,947 53,998 55,070 55,078 56,t80 56,180 57,303 57,303 58,449 9,787 13,476 14,630 19,613 22,726 25,660 30,346 31,901 32,367 33,190 33,190 33,853 33,853 34,531 34,531 35,221 35,2?1 35,926 35,926 36,644 36,644 31,377 37,371 38,125 38,125 38,887 38,887 39,665 39,665 40,458 40,458 41,267 41,267 50,000 50,000 149,600 205,993 22t,626 299,799 347,386 192,237 463,056 487,628 494,74$ 507,328 507,328 s17,474 517,474 527,824 I s27,824 | 549,'t48 560,1 31 560,131 571,334 571,334 582,760 582,760 594,415 594,415 606,s04 606,304 618,fio 618,430 630,798 630,790 530,380 538,380 54S,148 50,000 149,600 205,993 223,626 299,799 347,386 392,2X7 463,056 487,625 494,744 507,320 507,328 s17,414 511,474 527,824 527,824 530,380 538,380 549,1 48 549,148 560,'131 560,131 571,334 571,334 5S2,760 582,760 594,415 594,4 15 606,304 006,304 6r 8,430 618,430. 630,7e8 ] 630,798 | 7 1 George K. Baum Company 5n7n010 4 NlCrafrrlflS Not Catlle cEek M0tropollton Dlstrlcts fl'l ' lB :,*';'l rT"t"";":ll"d"oil "u"" " "0" Resldentlal LotValuatlon ' Dlstrlct Bl (southern) Yad 201 20 2071 Artesredvacanl Lot lncome Rerlrhtod Gatdsn HomssGirdcnHomes lncome Tor{nhomos (01)Garden Homx (02) Gatdm Homes (01)Tmr*low6(02) LuuryLururY Tmnhome.s (01)A[ehed (02]Mertet UniB A$ached (01)MarletVltlog! (Ve Acro)Mar[6tvi[ag8 (1,6 Acre]MartBtEBtatB (11{ AGro)MarlstEshle (>1r4 Adol MadetMa,kstMs(tet Velue MarketMarte(Marlot UniE Marxotl,lilhet lSv, 1jXL\U 204,200 9,061,181 I 9,424,6G4 ?.883,030 5,623.001 3J88,473 3,256,512 1,980,045 11,229,350 6,82rJ40 3,903,870 980,000 31,245,450 32,490,840 27.185.620 19,389,660 13.063,700 35 35 35 35 32 26 t8 10 2 1 0 fi,212 55,21?. 55,212 55,212 55,212 55,212 55,212 55,212 55,21? 35 35 35, 35 32 25 1C 10 5 2 1 0 58,658 I 58,658 50,858 5e,650 58,658 50,050 58,658 s8,658 58,658 65 65 65 65 65 45 12 0 0 0 0 0 70,000 70,000 ?0,000 i0,000 ?0,000 70,000 I0,000 m,000 0 0 0 0 0 0 0 0 0 0 0 0 so.ooo l 00,000 00,000 80,000 80,000 80,000 80;000 80,000 80,000 80,000 80,000 80,000 85.000 ss0o() 85,000 05,000 85,000 05,oo() l E5,000 05,000 85,000 85.000 es,000 05,000 40 40 40 40 35 30 25 20 15 10 0 e0,000 I 90,000 90,000 90,000 90,000 90.000 90,000 90,000 90,000 40 40 40 40 35 30 25 20 t5 't0 5 0 85.000 85,000 85.000 85,0m 05,000 85,000 85.000 85,000 85,000 0 0 0 0 0 0 0 0 0 0 0 0 95,000 s5,000 95.000 95,000 95.000 95,000 95,000 I 95,000 95,000 95,000 95.000 95,000 2S 26 26 26 21 t1 1 0 0 0 0 0 90,000 90,000 90,000 90,000 90,000 s0,000 90.000 90.000 s0,000 96 s6 96 96 m 75 57 39 31 l6 It 4 95,000 95,000 s5,000 95,000 95,000 95,000 s5,000 95,000 s5,000 40 40 40 40 38 38 J' 2B 26 18 12 6 1m,000 100,000 100,000 1C0,000 100,000 100,000 100,000 100,000 100,000 30 30 30 fll 2l 24 10 12 I 4 1 0 160,000 160,000 160,000 160,000 160,000 160,000 r60,000 160,000 160,m0 6 6 6 6 6 6 6 6 4 2 0 r 75.000 't 75,000 175.000 l?5.000 35 Gsoqe K. Saum ComPsnY 5t2712010 m1 Nol Cottle CE!k Melopollan Dl5lrlcts t, - f3 Grrfiold Cqunty, Cotorrdo Llmlted Trr canrnl obflgafioh Bonds R$ldontlrl Lot. Vrllr0on - Olstrlct fZ (Northsml Cmrbrs 5 r$1Gfl2 Est.t, p1/4 A@l EstelB ( lA A.El ViIaE€ (116 Aqo)\Aaqo {lA &@}Luury Twohm6 (01) tuuy Imhmos (04 TMhffios (01)Condo/Apebnont. (Dl Apl) Codo/Apartnsh (02 Apt)(01 Co.do)(02 Cdldo] lHm R8kbtod Gadon HwE {0t) G.rd.n Hmr Rs!'ictod V{cinl Lot VahEUor Araorird Valurllo. VacrntLot V.luitlon Arraaa!d ValhtionMrl€l Unlli Vdue Unil3 LlertEl Value Ma*ettnlB Va{w Mnk9l Utrili Vehrc llertel U0ils Vduo Milkel Utfls vrlile Milk6l Unib VCue Miltrl Unil8 Vdue Merkol un[c Veiro M€,tol Unllr Valug lhil$l unils Valut Ms.krl Un lr Vdc ,rdket Uoits V.tuo 5 0 b ! b 4 2 0 0 0 175,m t75,000 r75r00 175,000 175,000 r75,000 r60,000 r60,000 160,000 rm,000 lmP@ r60,000 3t 37 1t J7 J1 22 t3 6 0 0 0 0 i@.m 100.000 100,000 100,000 100,0m 100,m0 r00r@ 100,c00 100,000 150 150 150 150 141 121 01 61 32 14 0 0 95,000 95.000 95,m0 95,000 95,C00 95,000 95,000 95.000 9s,m0 5 6 6 6 0 3 0 0 0 0 0 0 05,000 85,000 85,000 85.000 05.000 85,000 65.000 65,000 90,000 90,000 !0,000 90,000 90,m0 90,m0 90,000 90,000 121 123 t2x tn 12i u5 t03 8'l 5'l x.l 0 0 70,000 70,000 70"000 70,000 m,000 70,m0 70,m0 m.m0 110 110 '110 1t0 110 110 l't0 llu 0 0 0 ,t0,000 40,0m 40r[0 &,m0 {0,ofl) 10.000 $0 90 90 90 on 90 90 00 e3 r8 0 0 45,q!0 45.000 45,000 45,00! 45,000 s6 96 96 96 96 s6 98 67 l9 0 0 n 40.000 {0.000 40,000 40,000 40,000 40,000 t2 t2 72 12 72 50 l4 0 0 45,0@ 16/0m !5rm 45r00 {5.000 10 40 {0 o 40 10() 30 30 21 12 4 58,656 50,050 58,050 58,658 50,058 s0,6s8 {0 40 {0 40 40 10 10 36 30 2t 4 5s,212 55,?12 55,212 $212 55,212 6s212 t7350,000 20,t5sp00 22,mtal 32,759.800 3'r,r94,t20 rI,90'r,100 8,96t,270 1,366,440 455,,080 29% sr05J00 750{,950 8,150,3m 9500,342 s,0{0J53 5,191.319 2,0r6,860 3S6J60 132r89 ,19,195,450 56,653,840 49,155,6?0 52,149,460 41,25e,020 29,130.150 t3,7i9,010 5,270r't0 r,435.{00 29y. 14,266,681 17,009i614 t4J42,t30 15.12J,3{3 12.831,828 8F4?33r 3,garlr3 15?8Jeo 416,209 40 C@rsf.8ffiCmpsy 52In0$ ll ll ll lt fl il il I 5 2 0 0 Not cuttl. Crcqk Mcrrcpotltrn Olltrict' l1 - f,3 l,"^ft 'i ri".'8"o;"Ti $if, atio n ao nar Raildsntlal Unltr Sold ' olstrlct '1 lsoulhsm) mll 2021 20ll 70\z 2013 2014 2015 m16 2011 ml8 2019 fr14 zazl ArtatttdAataltadP!g.'l Ritld!nulllMmR6ldohd Grd6n Horus (o2)Inffi Rdlktid Gardeo tb@ (0 l)Tm,hom (01)Ordon thm.! t02) Girdtn lbm t0u Luqy TMmmlo4LUflry TNohomE l0l )At&n6d (m)At*hed (01)Vll€q! (li8 Aoc)Vil4o (l,6 rEB)Bldo (lt4 Ac€l Vilu. IEslc! (>1,{ Ad.} Valu! /VdE/VC{o IV.lu., 15,{54,2?2 l6.S0,e{c r7.{76,40 1i,762,19I r3,957,6S5 1.565,4(} 3.s81,124 7.491.510 r0.108.044 r,a96,576 52s,360 1.566,443 ] ?J95901 3,s1e006 2315.125 l,x5n,56C 2,195,{-48 1.496,576t8,$1,210 r0 ml,2l0 6.600.m0 19.917.610 30,100,2G0 {1.121.8C6 36.Gzd680 i7.m2.60 27.s81,8t0 241210 243r78 2r3278 . ?t3,278_ 2€AB - 2q7,270 - 2Ct2t8 243.2t8 243.2r8 ?41fl9 213.270 21XflE 24216 2l8Bl2 zlip32 216p02 2!8.$2 218132 - 2i6.s32 - 218'952 - 2t8.932 - 218,C)2 2r0BJz 2r8332 210.932 218.932 m 13 $?.cm $7,m 157,000 357,000 357,m0 357.60 r57,ttro 3rr,oo l 3s7,000 357.dI) 357,m0 357.m0 35?.000 423,m01 {21.m0 123000 42i,m 123,0m 423,m0 {23,m0 123,000 r23.m 12\m 123m0 1?J,0m a23,000 srr,om I 5r?.m0 517,m 5lr.m 517,0m 5r?,m0 5l?.000 5r7,m0 s17.m0 5r?,m0 517,m0 5t7,0m 5r7.m0 - 588.@ . 50E.m - 5A,m - 508,0m. 508,m0 s 509!005 54.0m 5 508,00 5 568,000 58S,000 588,000 5E8.0m 68ll,oao539.d)0 509,m0 5 5 5 txe,m I srs.m l 519.m0 619.000 539.000 539,S0 539.000 5Jg.m0 539-000 $9.m 509,000 rrc.ml 576.0m 570,000 576,000 tr6,0m 576,(fi sru.m1 576.m 576,m0 5El(o 576,m 575,m 576,m 5I 7 520,m01 s28.m0 528,m0 5A,m0 528,m 528,m 520.m0 520,@0 t28,m0 5?0,001) 528,m0 524,000 s20,m0 ll l8 t8 8 13 1 7 4 6m,0m 6m,o0 600,m0 6m,om 6m,000 6m,m 10 600,001 6m,@0 6m.m 600.0@ 6m.000 6m,0m 6m,0m 7 a 1 2t 6 6 ?s,m0 m0.m0 m0.m0 7m,m 7m,0m rm,m0 ?o,m 700,m0 ?00,m0 m0,m0 7S,m0 70.m0 ?w.m0 3 3 5 6 3 z 9520m 952.0& s5a0Gl s5z0m 9ELffi s520@ 95?.000 952.@ 952000 9320t0 s5a0{0 s52.Cm sie@ - t,rso.m ^ l'rs,60- Ir90.0il t,roo.mo I r300,0m r200.ffi l.a0,m0 l,?m,000 r.a0,m0 r200,60 1,200,000 1,200,m0 1'zm,@l cangt K 0{m ComPdY 52IA0l0 tlht.Unn t nil! VC@ I U! 3 6 6 I 3 I I sN Y;it trr 6! A E E 50 EE" Elr c E z o o c d .3o A. lg6 EE Etr5Psoo:i xsoEtE,.-.;; 935 3! E 3=3< zE g&RFRB53P ddd-'-'6'6'--;_Ea,E_A.Es.RB-8- !re*E= a- 3B -'> EqiEH.HH-AE -_dd 6'+d t !+5E:a EEEEREEEs BfrCEEE.dE.3o_+_-_do_t'6';;' 5 5Eo = PFSFEES==PPPP €ss9eecisi9icdNNdNNNde6dd& i 5E 0 s5 NddNNNd qo-o-a-o_otA E C EE B! J REPERRRFREPN'E EH-s'gsHE;isH'H$E' a 9a€! 5.9;=E= E=g= EE B33 Ee:P; aEae ABBAAEA sR Efi FFH EA tg €o 35 E = B.E.€H8,EEEE8EBEggBEAgs9s E ge B -E E ;; iii E.EEEEEEEEECECge$9egeEg9EEg I E !ESD P E E.E.E. E.C.C g E.E E E E EEEEEESEEEEE-E' 6 {d d;; :.i ,r ,!. .T. r ':1 , . i :: r, ] .,,', ,-::. : ae>3 5E E !E AEEA i; :::i -.. ': 83aaa EgEEEE38338:8 >3 5E E ss EE.E.E-AE.EEEEECCBSf;gffBf;ffSflASfi- , . , . ..;:a:i:, e -!E EgE. E.BE CEgEEEEEE EEggBBEEc;--;-;:.. N 9.r S -.*. . l;;:j:i,,,:.i 66 q ss E5 I E.E.EEEEEEEEETE PEEEE,PFSgE-SP.8 E 3 E.EEEEECEEEEEE HSHSESE'a,Ssts'gs. e -9 ! s E.EEEEEEEEEEEE EEEE $E.EEi*$E.EE. E?9r..l FEeEFEBERHH 5e> E,3E Not Cattle Creek Metropolitan Distrlcts #1 - #3 Garfletd CountY, Colorado ffiffii"- "eneral obllgatlon Bonds Commercial Square Footage Developed ' Dlstrlct #3 (Commercial) fumoletion Assessment Collection YL., Year Year 2009 2010 201 1 7012 201 3 2014 201 5 201 6 2017 201 B 2019 2020 2021 2022 2023 2010 2011 2012 2013 2014 201 5 2016 2017 2019 2019 2020 2021 2022 2023 2024 2013 201 201 201 201 201 5 2011 201 201 2019 7 2021 z0z5 Assessed Value Commerclal DeveloPment Value 29.00% 1,015,000 5,510,000 3,500,000 1 9,000,000 Tract C3 (Hotel) Tract C3 (Land) Tract C2 (Retall) Tract C2 (Land) Tract C1 (Retail) Tract C'l (Land) Rooms Value/ Room Acres Value/ AGre Value/Square Ft Vatue/ AcreAcres Value/Square FI Value/ AcreAcres 66,067 66,667 66,667 66,667 66,667 66,667 66,66i 66,667 06,667 00,667 66,667 66,667 66,667 ii99., 66,067 66,667 66,667 3.S0 3.90 3.90 3.90 3,90 3.90 3.90 3.90 t:no 384,015 I 384,6'.I5 384,615 384,615 384,615 384,615 384,615 384,015 '1;;1'!!,000,;300 300 300 300 300 300 300 300 300 300 300 300 300 300 300 300 250,000 | 2s0,000 250,000 250,000 2s0,000 250,000 250,000 4.00 4.00 4.00 4.00 4.00 4,00 4.00 4.00 4.00 250,000 ooq,'300 300 300 300 300 300 300 300 300 300 300 300 300 300 300 300227,273 | 227,273 227,273 ru,273 227,273 227,213 227,273 227,273 4,40 4.40 4,40 4.40 4.40 4.40 4.40 4.40 4,40 I Nol C.thCrsotfi'tf Comsrial 1 George K. Baum ComPanY 5/27l2010 Not Cattle Creek Mstropolitan DlEtrlcts #1 - #3 Garfisld County, Co,orado Llmlled Tax General Obllgaflon gondB Assessed Valuailon Summary Cmplollon ANffit lacddbn Yoq 2021 2041 20 20112009 2010m10 20112011 2012mQ 2013N13 2014m14 20152015 2016m16 mfl2017 20182018 20192013 20n2020 20212021 202220u 202i20n 20242024 20252025 20262026 2027.2027 202t2028 202920N 20n2030 20312031 20322032 20332033 20u20u 20352035 20362036 20372037 20382030 20392039 20N2040 20412041 2M22042 20432013 20M2044 2045204s 20462016 zmt2M7 zMB2048 2M92049 2060 17,476,200 n,192,468 lncremental - DFldcl#l lncromBnlal - Dlsln'ct f2 Inclsmenlal- Dlst hlilS Total MlC.& cE tft{I tand 2.00/e value n.,;24 240,930 ,gz,irs 333,046 los,isr 377,789 385,345 393,052 ooo,nt, 408,931 orr,,ro 425,452 *r,ger 442,640 os,,osr 460,523 46g,733 479,128 osr,i,o r5,733,251 16,6s2,282 17,633,982 18,282,636 18,889,449 r8,889,449 19,267,2U 19,267.238 r9,652,582 19,652,582 20,045,534 20,045,534 m,u6,ill 20,446,547 20,855,478 20,85sAr8 21,272,587 21,272,587 21,690,039 21,698,039 22.132,0N 22,132,000 22,574,640 22,5t4,640 23,026,132 23,026,1X2 23,486,655 23,486,655 23,956,388 23,956,308 24,435,5r6 el,s3s.srs ] 24,924.226 ) zq.szq,z26 | 9,061,101 363,483 (1,540,834) (2,260,828) (1,834,5281 t531,962) (1,276,46t) \847,9221 1M7,924 (284,200) 1,585,443 2,395,981 3,51 2,086 2,916,325 1,353,363 2,195,498 1,496,570 1,496,576 525,t60 9,061,'t8'l 1 r,19t,331 12,046An r3,538,6M 14,619,460 104,1 10 185,594 t*,itz 441,460 465,575 475,188 484,692 494,386 *,it 514,359 524,646 535,139 545,U2 556,750 507,S94 579,251 590,S36 502,6s3 s',o,roe 5,205,500 2,379,450 (1, r 26,650) 3,042,M2 (453,S89) (3,855,034) (3,175,451) (1,619,601) (264,178) (132,0e9) 764,160 1,953,145 2544,414 3,911,324 5,633,235 4,591,385 2,353,302 294,335 r47,168 5,205,500 8y'53,220 9,2n,78 15,051,766 10,50s,101 n,6s7,4M 22,073,418 n,248,581 23,2t8,144 23,759,398 23,759,398 24,234,586 24,n4,586 24,719,2n I 24,719,n7 | 25,213,653 25,213,663 25,717,935 25,717,935 26,232,29s 26,232.295 26,756,941 20,756,941 27,294080 27,N2,0A0 27,831,921 27,837,921 28,394,680 28,394,680 28,962,5Xt 28,962,573 29,541,025 29,541,525 30,132,561 30,132,661 30,735,314 fl,735J14 31,350,021 31,350,021 I 1 r0,200 112,4U 1 14,652 1 16,945 I 19,284 't21,670 124,103 ,ru,riu 1?9,117 ,lr,sgs 134,333 ,n,in 139,760 142,s55 145A07 t+o,s,u 1,01s,000 5,5t0,000 s,620,200 5,620,200 5,732604 5,73e604 5,847,256 5,847,256 5,964,201 5,954,201 6,083,405 6,083,485 5,205,155 6,205,155 6,329,258 6,329,258 6,455,0$ 6,455,843 6,584,960 6,584,960 6,7't6,059 6,7r6,659 6,850,992 6,850,992 6,S88,012 6,988,012 7,121,173 7,127,773 7,270,328 7.2n320 7,415,735 7,415,n5 7,564,049 . 7,564,049 1,015,000 4,495,000 George K. Baum Company i 45,178,676 stuntfi Not Cattle Cresk Metropolltan Dletrlctt fi1 '#ll :,f'[[ f.ltYif;lTli! *'o " "" n o " SchBdute ol Facilitles FBes Pdmil 2010 l 201 1 2012 m13 2014 2015 2016 2017 2018 2019 2020 2021 N22 2023 2024 m25 mm 2027 N23 ND Hco$ htrl{O10 295,176 54S,373 760,867 85r,619 077,713 852,623 493,653 24,989 M,488 vilaga (1/8 Erble ('1/4 Tomhomes AtlschedAttachod Estate (1r4 villtge (1/6 Condo/Ap sdm ents CondolAprdments Coodo/APadmento Condo/APedments Rsrlrlcled GardenLqUry Tovinhomes Lvxury Townhomel Re!(dcl6d GardEn 7,298 14,587 19,462 29,193 26,761 29,193 24,3?.8 21,895 9,731 0,588 13,136 17,515 28,272 24,083 20,212 21,893 19,704 8,757 2S,400 47,040 47,M0 29,400 29,400 29,400 2S,400 29,400 26,950 43,120 43,120 26,950 26,950 26,950 26,950 26,950 26,400 36,960 36,960 36,960 s9,960 160,650 121,380 107,100 1r,100 74,970 56.000 7r,000 91,000 77,000 56,000 56,000 42,000 42,000 42,000 20,5s0 28,560 57,1m 85,680 57,1m 76,160 38,080 19,040 66,584 1 10,208 43.824 114,000 186,000 288,000 280,000 222,000 106,000 126,000 42,000 24,000 46,200 r,000 30,000 66,974 109,593 42,620 50,1'19 83,531 33,41324,000 24,000 48,000 24,000 24,000 Geo,gs K Baum ComPanY 5E7tlnfi llot Catlle Geek uelropoltan DlBklc{6 #1 . f,3 Garfiald Cosnty, Colondo LlBltedTax cg{lml Obtrgeflm Bonds Sari$ 20J5 Det(Serie Schedule $27,000,000 fr@70 11 Year p,ifitpat RatE lnleresl P&t lntorest futnual P&t CBpiblized lntetssl DSRF Esnings z$vh NetAnnud PEI 06'01fi6 1u01na 115,000 0601fl7 1?J01117 260,@0 0d01tl8 1?t0u18 390,000 06/01/19 12fr1h9 420,000 08012012n1tn 745.000 06/0t/21 1?t01121 800,000 06101l22 12fr1r22 855,000 06m1,?3 12t$n3 960,000 06,1t 12412fr1n4 ?0,000 '06/0r/25 14nft5 29s,000 06,01/26 1?/01P]6 355,000 06n1n7 12J01tZt 3i0,000 060128 12n1n8 {35,000 08/t129 I?/01/29 465,000 06/01/30 u01t@ s3s,m 0601811uutBt 575,@0 06mffiz 1401/32 650,0@ 06,0rl33 1W183 Bs,mo 06mu34w01f,4 785,000 0fl01l35 1210185 840,000 $nlB6 1210186 945,000 06101i37 flfiu37 1,015,000 06/01A8 12&188 1,11s,000 06rc189' 12t0189 1,190,000 06/01/10 l?frlfifr r,315,000 06/01/41 12n1lq1 1,410,000 0u01fiz 1AUl42 1,5{s,000 0610ti{} w0v43 1,655,000 06Dr44 1ZJ011M 1,E00,000 06/01i(5 12fr1t4$ 4195,000 915,000.00 9(5,000.00 94s,000.00 1,060,m0.m$0,rs.00 910,9i5.09 940,975:00 1,m0,975.00 931,875.00 931,8r5.m 93t,8rs,00 1,321,875.@ 91Er2s.00 918,25.m 9i8225.00 1,338.225.00 903,525.00 903,525.00 903,525.00 i64s5A.00 877,1fl).00 0r,450.m 87,4fl1.00 1,6-r,450.00 8{9,1$.00 8{9,450,00 849,450.00 1,704,{50.00 819,525.00 819,525.00 s19,525.00 1,779,sA5.00 7E5,325.00 785,925.@ 78s,925.00 1,055,925.00 76,175.00 776,{/5.@ 776,475.00 1,071,05.00 766,150.00 766,150.00 756,150.00 1,12r,150.00 7$,125.@ 753.72s.00 I53,72s.00 1,1A,725.m 740,775.00 740,775.W 740,175.W 1.t75,775.00 725,550.00 725,550.00 125,550.00 1,190.5$.00 709,27s.00 709,?75.00 7(8,275.00 1,244,7t5.00 690,550.00 690J50.00 690,5s000 I255,s50.00 6-10,{25.00 6m.425n0 6-10,125.00 t,320,425.@ 6{7,575.00 047,675.00 647,6i5.@ 1,342,675.00 6n,3s0.00 6?3,350.00 623,350.m i,408,350.00 595,875.00 595,875.00 595,875.m t,{35,8?5.00 566,175.00 565,475.00 s6€,475.00 t,511,{75.00 533,400.00 533,400.00 533,400.00 1,518,40010 497,tr/5,00 497,87s.00 497,875.00 1,61a875.00. 4sE,850.00 {58,850.00 158,850.00 .r,648,850.m (17,A0.m 117,200.00 417,m0.@ 1,732100.@ 371,175.00 371,1i5.00 371,175.00 1,781,175.00 321,825.00 3?1,825.@ 321,E25.00 1,866,82s.00 267,7fi.00 ?67,750.00 25'r,750,00 1,922,750n0 209825.00 209,825.00 209,825.00 2,0m,8?5.00 146$25.00 116,825.00 '146,82s.00 4,34t,825.00 (2i,000.00) (2i,000.00) 1,9s1,000.00 (27,000.00) (27,000.00) 2,087,950.ff) (27,000.00) (?i,000.00) 2,199,750.00 (2t 000.ou1 (27,000.00) 2.20a450.00 (27,000.00, (27,000,00) 2,198,050.00 (27,000.00) . (2i,000.00) 2500,900,00 {27,000.00) (27,000.00) 2,{99,900.00 (27,0C0.00) (27,000.00) 2,545,0s0.00 (27100.00) (27,000.00) .,,767,850.00 (27,000.001 (27,000,00) 1,793.950.00 p7,m0,00) (2,00000, 1,833,300.00 (27,000.00) (27,0S00, 1,823,4s0.00 (27,000.00) e7,0e.00) 1,862Js0.00 €7,0m.0s, (21000.00) 1,862,100.00 (?7,000.00) (27,000.00) 1,E99,5s0.00 (27,000.00) F/,00000)1,e02,100.00 (27,000.00) (27,000.00) 1p36,8s0.00 (27,000.00) (?7,000.00) 1,936350.00 (27,000.00) (?,000.00) 1,977,700.00 (2i,000.00) (27,000.00) 1,e77,750.00 (?7,000.09) (2i0m.00) 2,023,9s0.00 (27.0@.00) (27,000.00) 2,027,5fr.W (27,000.00) (2i,000.00) 2,056,7s0.00 (27,000.00) (27,000.00) 2,053,700.00 (27,000,00) (27,000.00) 2,09s.400.00 (?7,000.00) (?7,000.00) 2,098,350.00 (2?,000.00) (27,000.0c) 2,134,650.00 (27,000.00) (27,000.0c) 2,136,500.00 (27,000.00) (27,000,00) 2,165,650.00 (2i,000,00) (2,i?,000.00) 1,73{,69}.00 zoo 7.00 7.00 7.00 ?30 7.0c z.oo 7.00 7.00 7& 7.00 7IX) 7.00 730 7-00 700 7.00 7.00 7,00 730 7.00 7JD 7.00 700 7.00 7]}0 ?.00 700 7.00 * 2,005,000.00 2,141,950,00 a2$,750.00 2,?56,450.00 e5s20s0.00 2,554,900.fr, 2,5s3,900.00 2"59S,050.00 1,841,850.00 1,847,9s0.00 11887,300.00 1,tr ,450.m r,916,5s0.00 1816,r00.00 I ,953,550.00 1,9s6,t@.00 1,990,850ff1 1,990,35000 2,031,m0.00 2,031,750.00 2,0r,950.00 2,081,800.00 2,110,750.00 2,107,700.00 2,1{9,{00.00 2,15e350-00 2,188,650.00 2,190,500.00 2,219,650.00 4.488,650.00 27,000,000 38,925.950.00 65,92s,950.00 65,95,950.00 0.00 (1,320,m0.00) 61,605,950.00 Datod Setllement 72nil15 1?JUns Averaga Coupon Ntc TrC Atitage VBId Bond Yaaa AvsBge U,e AcfiBd lnl€Est 7.0000c0 7.Gi7107 7201553 7.000000 556,085.m 20.60 0.00 Gmrga K Barm Company stilnul Not Cattle Creek Metropolitan Districts #1 '#3 C.mefo countY, Colorado ;ffi;T;c.n*"r obligation Bonds Series 2015 Sources and Uses of Funds $20.00 /$1,ooo 12 NotCattle Creek#143 Sourcesfuses 5l27no.10 27,000,000,00 27.000,000.00 23,610,000.00 2,700,000.00 540,000.00 150,000.00 0.00 27.000,000.00.: Sourees PrinciPal Amount Uses Project Fund Reserve Fund Bond Discount Cost o{ lssuance ContingencY of Bond Issue George K. Baum ComPanY 5W12010 EXI{IBIT E Preliminary Engineering Cost Estimate prelimlnary Entlneering cost Estimates e foot prices for recreation and landscaped areas as ear foot ptic€s for road' uall' sldewalk and utilities and unit squar Note: Costs are based on untt llnear toor Prrce> rer presented ln Plan exhlbits' Cash Flow Pro torma Model Carbofi dale lnve*ments. LLC Ptepared bY 8140 Partners' LLC ' Englneerins'Consultants Total CostsCost 5u DlslridEast StructtlresandRoads Sidewalkslnils fntls and I and Woter Water subtotal andSewer Other Parks and fotal La* saved: O5-19"10 11:18:20 AM ':r)' 1.- N IN ', x -it '- i\ 'i]It : -J I , iMPROEUEMS L d ( iJ \!l ii \r t I t !i ...."::=:- ,'i' li ,..:l" ti .\\ ;i i ::-" .', a \. ,.; I ( I \i ;t1 h E, =6 a a E tb ts, 5{ $ E o C5 3It I , il s 9 q au Y E ts{ ..t = t i ii I il I '11 ll 11 i'il,. ll 'ri I ii t i! i',:l t.,_ it II !l /i t \\ t\ il ii :l N t \ Dale; J@ 0 so(, 5mt__F._- SCALE I'I IETI Prclcdr RE East Metopolitan Disuict Tl0e: District Roads, Alleys and Sidewalks Pr€p$ed u4a, I e \b C;H EU u- Iako Etroo 6nftuo B(hlbll: LLG brt t ! ]./ i..'.t 2 .A 'og^, 'oo t\.-, t: !t \ :.,- .- \i I \ \ 4''.); 2 \, \\ ";t li tid: :! nit ':i't(, l( r. ::- - ' -,: tt* i.l):J ,t .r! bro-"% E I 6 G B q P e 2e E c & Z5 d 2 N6 4 E6 o DetEl Bi=ttt"* Potable Water sYstemPrclDcts RE East MettoPolitan PEPrred 8140 91712010 Erhtbt: LLC brn Disuict I r! ti II I,n,,..!l r ,i. li tt\\tl 1 a F' i Z I E IltleProJeci: RE East E E 6 E Bd 6 tr IE a 9 I a e E a. I5 d :e 6 E 6 a =46!EA HR Eoe 9YedE.. ,J o- {q lEe u oo "a id. District Sanitary SyStem Prcprrod bf, 8f40 Partners, LLC 6t7t2010 ErhEthMeuopolitan District li liO, ,,, l 1. t' xi\"ll !-. 6_I "ti "t ?.- 'lt .'l 1.r ii I 1-. tt .- il i!ii i.it li ,t I I,\ e i e c E E E 6 5 E2E B I a & ,c Ed E 2 frt 6 Bi=t i"t Raw Water SYstemProlst REEast MeuoPolitan PcP{cd bY: Disttict 8140 Partners LLC Exhlbfri 6r/2010 1 r'i .lt"lr -. ii .-r. \l lj--. '\,,' E s rl: 3q Prclcctt RE East Metropolitan District District Storm Sewer System Tltlei PrepErcd E E P I a tr E a aIs c s €s E E 3 6 s 7 ==as E: 9= ESE VeE *bE EEs d. d-- snnuo Exhtblt: LLC8lrto 4o"^..% /.i . s ti;l _l \ 'EltsT. --'EAsEu€i6@ l-l #\i .i #l @ l i i I i I M Pq I u 6 -/ B 5 t 4 a EE 3 d 5 g 6 s F, q G =ts E 1i iNo t, Bi=tri"t Parks, open Space' Trails and Recreation Faeilities FrorDEt; RE East e t9 uI ! 61712010 Dete: PEPacd b)4 8140 Partners Disuict ih I ii <,. ll.. .Bi -l r:.- ll n, l: l. 'to*,r_4t '9 I tu \ 1rl!'I Exhlblts RE, NORTTI ME,TROPOLITAN DISTRICT SERVICE PLAN RE NORTH METROPOLITAN DISTRICT GARFIELD COUNTY COLORADO PREPARED BY MILLER ROSENBLUTH, LLC 7oo 17'h srREET, suITE 22oo DENVER, CO 80202 CHAPTER I - INTRODUCTION A. GENERAL OVERVIEW 7. MultiPie District Sttuctute 2. Benefits of Dual District Structute a' Coordireate Services b- Finance Managernent c. Bond Iflterest Rates 3. Configutation of Distticts 4. Existing Services and Distticts 5. PtoPettY Ou'net Associations 1 7 ') 3 3 5 5 5 6 6 B C 7 10 17 D CHAPTER II - NEED FOR NEW DISTRICTS AND GENERAL POWERS 11 17 72 72 l2 t3 13 74 A B 1. Legal Powets 2. Othet 3. Watet and Sanitation 4. Streets 5. Fire Protection CHAPTER III - DBSCRIPTION OF FACILITIES AND IMPROVEMENTS A. GENERAL B. GENERAL DESIGN C. IMPROVEMENTS 1. Public ImProvements 2' General Operation and Maintenance CHAPTER IV _ COSTS AND REVENUE SOURCES A 1. DeveloPment - CaPital Costs 2. Annual Opetation and Maintenance Costs 3. Debt Setvice B, REVENUB SOURCES 1. PtoPettY Taxes r4 L4 15 15 15 15 16 16 76 16 16 76 76 2. Facility Fees 3. Uset Fees 4. Specific Ownetship Tax 5. Earnings on Curnulative Suqplus CHAPTER V _ FINANCIAL PLAN SUMMARY CHAPTER VI - PROPOSED AND EXISTING AGREEMENTS A. INTERGOVERNMENTAL AGREEMENTS B. AGREEMENT WiTH MASTER ASSOCTATION C. OTHER AGREEMENTS/AUTHORiTY CHAPTER VII - OTHER REQUIREMENTS AND CONCLUSIONS A. REQUIREMENTS B. CONCLUSIONS EXHIBIT A - Map of Districts EXHIBIT B - Legal Descdption and Map of North District EXHIBIT C -Property Owner's Consenr EXHIBIT D - Financing irlan for Districts EXHIBIT E - Preliminary Engineeting Cost Estimates 17 17 17 17 17 20 20 z1 21 22 22 22 CHAPTER 1 - INTRODUCTION A. General Overview This service Plan (hereinafter defined as "setvice Plan") for RE North Metropolitan District (the "North District") constitutes a Service PIan for a special district that is being proposed in conjunction with RE South Metropolitan District (the "South District") and RE East Metropolitan District (the ..East District") (the North District, south District and East District shall hereinafter be defined collectively as the "Districts") proposed to be organized to serve the needs of a portion of a residential and comnrercial community to be known as .'Rivers Edge Development" (the "Devel0pment")' The Development is located at the junction of cRl13 and sH82 between sH82 and Roaring Fork River south of cRi 14 and north of Aspen Gleu, and straddles cattle creek' the Roaring Fork Transportation Authority rail right-of-way' The Development consists of approximately 23g.g4 acres and contains commercial development' up to 1200 units of residential development including the affordable housing componentrequiredbyArticlesoftheGarfieldCountyUnifiedLandUse Resolution. A map showing the boundaries of the Districts is provided in Exhibit A. Specifically, the North District is located at the junction of cRli3 and sH82 between sH82 and Roaring Fork River south of cRl14 and north of cattle Creek, and straddles the Roaring Fork Transportation Authority rail right-of-way.TheNortlrDistrictconsistsofapproximatelyll5.3lacres anticipated to include 757 residential units planned for a portion of the residential component of the Development including affordable housing units 4nd an elementary school on a 12j acres site' A legal description of the North District, a vicinity map of the North District and a map of the property within the boundaries of the North District ate attached as part of Exhibit B' Fieure I :-I,attheendofthisChapter,containsageneral"DevelopmentPlan"forthe development to be included within the Districts, including development' The Developer is the owner of aLl the property to be included into the North District under this Service Plan and has consented to the formation of the NorthDistrict,whiqhconsentisattachedheretoasExhibitC. 1 The public infrastructure to be constructed by the Districts may include some or all of the following: certain roads/signage, public trail system, potable and non-potable water lines and associated facilities, wastewater collection lines and associated facilities, water tanks, administrative and office faciiities, weed and pest control, fire protection facilities and service, fire hydrants, vegetation manipulation and management, drainage, transportation facilities, public recreation improvements, and such other public improvements and facilities that may be necessary and appropriate. The East District will serve as the coordinating district for all three Districts and will provide for the operation and maintenance of the public infrastructure subject to intergovernmental agreement or agreements ("IGAs") with the North District and the South District. This Service Plan addresses the public improvements that may be provided by the Districts and demonstrates how the Districts propose to serve the needs of the Development. 1. Multiple District structure [permitted under $ 32-I-100I et seq., C.R.S.J This Service Plan is submitted in accordance with Part 2 of the Special District Act ($ 32-1'-201, et seq., c.R.s.) (the "control Act"). tt defines the powers and authorities of, as well as the limitations and restrictions on, the Districts. Each of the Districts will stand on its own with respect to its statutory powers and authority under Title 32, Article I, Part 10, including, but not limited to such genetal powers as th.e authority to enter into contracts and agreements affecting the affairs of the special district, $ 32-1-1001(1XdXI), C.R.S., the power to borrow rnoney, incur indebtedness, and issue bonds, $ 32-1-1001(1)(e), C.R.S., and the power to furnish services and facilities outside the special district and to establish fees for such services and facilities, $ 32-1-1001(lXk), c.R.s., all as set forth and as may be limited by the provisions of this Service Plan. The coordination of this Service Plan with the service plans for the South District and the East District will help assure proper coordination of the powers and authorities of the independent Districts and will help avoid confusion regarding the separate, but coordinated, purposes of the Districts. Where 2 necessarySpecificreferencetooneoftheDistrictsmaybemadetohelp distinguish the powers and authorities of each of the Districts' The "Financial plans" discussed in chapter v refer to the combined financial plans for the Districts. The East District wiiL be responsible for managitg the construction and operation of public facilities and improvements needed for the Districts' Each of .the Districts will be responsible for providing the funding and tax base needed to support the Financial Plans for such capital improvements' IGAs are expectedtobeexecutedbytheDistrictsclarifyingthenatureofthefunctions and services to be provided by each of the Districts' The IGAs will be designed tohelpassuretheorderlydevelopmentofessentialservicesandfaeilities resulting in a community which will be both an aesthetic and economic asset to Garfield CountY (the "CountY")' It is anticiPated that the East District will construct the public infrastructure, and each of the Districts will finance the construction of such infrastructute, some of which may be conveyed to the County' Colorado Department of Transportation ("CDOT")' or Roaring Fork Water and Sanitation District (the ..RFWSD"), as appropriate. The Districts may also contract with a qualified entity to operate the Districts' water systems and wastewater facilities and otherwise provide water or wastewater service of both. The Districts rnay also operate their own water systems and wastewater facilities through the East District' The East District will initially own and operate certain public facilities and infrastructure throughout the Development. subject to the mill levy limitations set forth herein, combined the Districts will generate the tax revenue sufficient to pay the costs of the capital improvements as described herein and associated operations and maintenance' The formation of these Districts will create several benefits for the residents of the Development and thecounty.Ingeneral,thosebenefitsare:(a)providingfortheconstruction' administration and operation of public improvements necessary to serve the Development, and delivery of those improvements il1 a timely manner; (b) 3 maintenance of reaso[ably uniform and limited mill levies and reasonable tax burdens on all areas of the Development through proper management of the financing and operation of public improvements; and (c) assured compliance with state laws regarding taxation in a manner which permits the issuance of tax exempt debt at the most favorable interest rates possible. Each of these concepts is addressed in greater detail in the following paragraphs. 2. Benefits of Multiple District Structure a- coordinated services [permitted under $ 32-i-1001 et seq., C.R.S.]. As presently planned, the Development will proceed, in several phases, each of which .will require the extension of public services and facilities. The multiple district structure will assure that the construction and. operation of each phase of public facilities will be administered in a manner cousistent with a long term construction and operations program. Use of the East District as the entity responsible for providing for the construction of each phase of improvements and for management of operations will facilitate a well- planned financing effort through all phases of construction and will assist in assuring coordinated extension of services. The multiple district structure assures the financing of the construction of the infrastructure for the final phases of the Development through the Districts. The East District wili be obligated to provide the construction seryices to the Districts and the Districts will be obligated to pay for such services pursuant to the IGA and subject to the provisions and limitations set forth herein. As a result, the landowners of the first phases of the Development cannot alter the overall financial structure for the Development through the board of directors of the Districts. Since the East District is exclusively comprised of commercial development, the control of the East District will remain with the owners of the parceis that make up the boundaries of the East District, the financial commitments made through the IGA and this Service Plan guarantee that the required level of quality of construction for such infrastructure will be maintained throughout the Development. The multiple district structure will also help assure that public facilities 4 and services needed for future build-out of the Development will be provided whentheyareneeded,andnotsooner.Appropriatedevelopmentagreements between the East District and the Developer will aliow appropriate timing of financing and construction of improvements within the Development as may be required in agreements between the Developer and the County. This, in turn, allows the full costs of pubiic improvements to be allocated over the build-out of the DeveloPment' b. Finance Manasement Allocation of the responsibility for paying debt for capital improvements will be managed through development of financing plans for those improvements and through development of an integrated operating plan for long term operations and maintenance' c.BondlnterestRatesThenrultipledistrictstructureisless risky and wilt altow bonds or other obligations to be issues to finance public improvernentsatlowerratesthanifasinglespecialdistrictisorganized. Through the multiple district structure, bonds are issued by each of the Districts as actually needed and when supportable by assessed values' thus resulting in lower interest rates' 3.ConfigurationofDistrictslnordertoimplementthemultiple district structure, the boundaries of the Districts need to be carefuily configured. The East District will contain approximately 11'9 acres' the south Districtwilicontainapproximatelytlz.Tacres,andtheNorthDistrictwill containapproximatelyll5'3acres.ThecombinedacTeageoftheDistricts includes all acreage within the Development' No residential units will be located within the East District; rvhich shall contain 30,000-50,000 square feet of commerciai retail space and a hotel consisting of approximately 150 rooms. The south District will contain an estimated total of approximat ely 413 residential units ranging in size and price' including affordable housing units and a 6,000-12,000 square foot mixed office' recreation and commercial building. The North District will contain an estimated total of 787 residential units ranging in size and price, including affordable housing units and anelementaryschoolonal2'lacressite.Theprojectedpopulatiorrofthe 5 Development at fuil build-out (to be completed in 2024) is approximately 3,120 persons (including permanent and second home residents, assuming 2.6 persons per living unit), and the projected total residential assessed valuation is approximately $43,50r,924. It is possible that additional property may be included in the Districts. Under Colorado iaw, the fee owner or owners of one hundred percent (100%) of any property proposed for inclusion may petition the Board of Directors of the District for inclusion or annexation of property into the District. Additionally, less than one hundred percent (100%) of the owners of an area may petition District for an inclusion election, or a Board may adopt a resolution calling for an election on inclusion of the property. However, the Board of Directors must weigh the benefits of including additional property against the obligation of providing services to the included property. Including significant property within the boundaries of the Districts is unlikely unless no increase in debt or electoral authorization is required. The Districts may include and exclude properties within the Development if property uses change. This type of boundary does not impact the financing or provision of services by the Districts. 4. Existins services and Districts [g 3z-r-203, c-R.s.]. There are currently no other entities in existence in the Development area that have the ability and/or desire to undertake the design, financing and construction of improvements needed for the Development. The County does not consider it feasible or practicable to pay for all the necessary services and facilities contained. in this Service PIan for the Development- Consequently, use of the new Districts is deemed necessary for the provision of these public improvements in the Development. The East District can enter into agreements, including IGAs, with other entities for operations and maintenance beyond those operation and maintenance services identified within this Service Plan to be done by existing entities. 5. Property owner Associations [permitted under $ 32- l - 1001(1)(k), C.R.S.l. In addition to the Districts, it is intended that there be a master propeqty owner association and, possibly, sub-associations which will, 6 to the greatest extetlt possible, integrate functionally aDd operationally with the Districts- B f 2010 The 2009 certified as sessed valuation of all taxable property (ciassified as either suburban residenti al, rural residential, or commercial general) within the boundaries of the Distr icts is estimated to be approximately $3,639,160 The initial assessed valuatio n of property within the North District is expected to be aPProximatetY $ 1,642'264;the initial assessed valuation within the South District is exPected to be aPpro ximately $1,632,200; and the initial assessed valuation withir.* the East District is expected to be approximately $364'700' The Districts shali not issue or incur any debt, bonds, notes' contracts' or other obligations for the payment of wirich the Districts will be contractually obligated to imPose an ad valorem property tax, except as described in this paragraph. The Districts may contract ually obligate themselves to impose an ad valorem property tax for the payment of any bonds, flotes, contracts' or other obligations (including without limitation obligations issued or incurred for the payment of capital costs, operations and maintenance costs, or any other costs)' only in an arnount not in excess of hfty (50.00) mills for all of such obligations; provided however, that in the discretion of the Districls that are obligated' such obligations may provide that' in the event the method of calculating assessed valuation is changed after the date of the ori ginal approval of this Service Plan' the mill levy limitation provided herein may be increased or decreased to reflect such changes, such increases or decreases to be determined annuallY bY the Board of Directors of the Districts that are obligated in good faith (such determination to be binding and final) so tha t to the extent Possible, the actual tax levenues generated by the mill levy' as adj usted, are neither diminished nor shall be the base Year for such enhanced as a result of sucb chances; calculations. The Districts shall be subj ect to the following additional iimitation relating to its mill levy: of the fifty (5 0) mills limit set forth in the foregoing sentence, the Districts may contractuall y obligate themselves to impose an ad valorem property tax for the payment of any bonds' 7 notes, contracts, or other obligations for debt service, only in an amount not in excess of thirty-five (35) mills for all of such obligations for debt service; provided however, that in the discretion of the Districts that arc obligated, such obligations may provide that, in the event the method of calculating assessed valuation is changed after the date of the original approval of this Service Pian, the mill levy limitation provided hereio may be increased or decreased to reflect such changes ("Gal1agherized"), such increases or decreases to be determined annually by the Board of Directors of the Districts that are obligated in good faith (such determination to be binding and final) so that to the extent possible, the actual tax revenues generated by the mill levy, as adjusted, are neither diminished nor enhanced as a result of such changes. For purposes of the foregoing provisions, (i) a change in the ratio of actual valuation to assessed valuation shall be deemed to be a change in the method of calculating assessed. valuation; and (ii) 2010 shali be the base year for.the ratio for actual valuation to assessed valuation. The maximum principal amount of any bonds, notes, or other evidences of a borrowing issued by the Districts combined limited tax obligation bonds shall be limited to a maximum of $40,500,000. The anticipated cost of improvements borne between the Districts and the Developer are contained in Chapter IV. Subject to the limitations set forth herein, the Districts may obtain financing for the capital improvements needed for the Development through the issuance of limited tax obligation bonds or other debt instruments by the Districts and from revenue bonds or other instruments issued by the East District. Limited tax obligation debt wili be payable from revenues derived from ad valorem property taxes and from other sources' The Districts will issue limited tax obligation debt after determination that the assessed valuation is sufficient to pay debt service with reasonable mill levies that do not exceed the limitations set forth herein thereby reducing risk to property owners. The preliminary financial forecasts for the Districts are contained in Exhibit D to this Service Plan. These ..Financial Plans" demonstrate one method which might be used by the Districts to finance the cost of the public infrastructure. At the time bonds or other debt instruments are 8 proposedtobeissued,alternativefinancingplansmaybeemployedandmaybe utilizedbytheDistrictssubjecttothelimitationssetforthherein' TheFinancialPlansdemonstratethat,in2010dollars.,thecostofpublic infrastructure described herein can be provided with reasonable mill levies that do not exceed the limitations set forth herein, specifically established at 35'00 mills for debt service and i0.00 mills for ali operations, including without limitation administrative,operatingandmaiuteuanceservices,foratotaiof45.00mills overall. The figures contained herein depicting costs of infrastructure and operations will not constitute legal limits on the financial powers of the Districts subject to the mill levy limitations set forth herein; provided, however, that the Districts shall not be permitted to issue bonds which are not in compliance with the bond registration and issuance requirements of Colorado law' LimitedtaxobligationdebtissuedbytheDistrictswilllimitthe responsibilityforrepaymentofsuchdebttotheDistricts.Allfinancial obligations issued or incurred by the Districts shall state therein that they are soiely. the obligation of the Districts issuing or incurring the obligation' and thattheCountyisnotinanywayliableforsuchDistricts,obligation.Mill leviespaidbytheProjectresidentsareexpectednottoexceed45.00mills, Gallagherized' Anybonds,notes.contracts,orotherfinancialobligationsissuedtothe Developerasconsiderationforaloanoradvanceshallbesubjectto redemption, at the option of the Districts which are obligated for the payment thereotonanydateafterissuance,atapriceofparandaccruedinterest, , without redemption premium, and shali not be issued at anet effective interest ratehigherthan3.5ohinexcessoftherateperannumdeterminedontlredateof issuancepursuanttothemostrecent..BondBuyerWeeklyYields20Go" index(the..Index,,)publishedinthe..BondBuyer,'aSthegeneraiobligation bondyieldfor20yeatmaturitygeneralobligationbonds,orifsuchlndex becomes unavailable, such other index as may be determined by the Districts to be comParable to the Index' Theforegoirrgshallnotapplytoobiigationsissuedorsoldinapublic 9 offering' AJ used hereiu, "Developer" includes Carbondale Investments, LLC, its successors and assigns, and any entity which owns or controls Carbondale Investments, LLC or which is owned or controlled by Carbondale Invbstments, LLC.' All improvements, facilities, and other properties paid for or financed by any of the Districts shall be public improvements, owned by the East District or another appropriate political subdivision of the State. C. Conrents of Service plan [g 32_1_202(2), C.R.S.] This Service PIan includes numerous items that are included in order to satisfy the requirements of law for formation of special districts. Those items are contained in exhibits include the following: Exhibit A - map showing the boundaries of the Districts Exhibit B - legal description, vicinity and map of the North District Exhibit C -property owner's consent Exhibit D - financing plan Exhibit E - preliminary engineering cost estimates (including drawings indicating preliminary location of improvements) The assumptions contained within this Service Plan were derived from a variety of sources. Information regarding the present status of property within the Districts, as well as the current status and projected future level of services, was obtained and provided by the Developer. Construction cost estimates were assembled by the Developer's personnel and consultants rvho have experience and access to experienced consultants in the costing and construction of similar facilities' Financial advice has'been suppried by George K. Baum company, which has extensive experience with Colorado local governments. Legal advice in the preparation of this Service Plan was provided by the law firm of Miller Rosenbluth, LLC, which represents numerous special d.istricts. The Districts intend to use Brownstein, Hyatt, Farber, shreck, LLp as bond counser. D. Modification of Service plan. [g 32-1_204(4), C.R.S.] This Service Plan has been designed with sufficient flexibility to enable the Districts to provide required services and facilities for the Development under evolving 10 circumstances without the need for numerous amendments' while the assumptions upon which this service Plan are gererally based are reflective of current zoning for the property within the Development, the cost estimates and Financial Plans are sufficiently fiexible to enable the Districts to provide necessary services and facilities without the need to amend this Service Plan as zoning changes. Modification of the general types of services and facilities' and changes in proposed configurations, locations, or dimensions of various facilities and improvements shall be permitted to accommodate development needs consistent with then-current zoning for the property' FIGURE I-i DEVELOPMENT PLAN D ment Plan for the Districts: 30,000-50,000 square feet of commer cial retail rpu". and a hotel cousisting of approximatelY 1 50 rooms' , An g,000-i2,000 square foot district-owned mixed office, recreation and commercial building (about 2013), u.rd s"hool district-owned elementary school i"U""t Z0L7) ur. "*Jlrded frorn this list as non-taxable' The N orth District's s fic devel ment An elementarY I will also be constructed on a 12.1 acres sit" "t non-taxabie propertY about 2017 - CHAPTERII-NEEDFoRNEwDISTRICTSANDGENERALPowERS A. Need for Metropolitan Districts [$ 32-1-203(1)' C'R'S'] Thepropertywithinthebound.ariesoftlreNorthDistrictandtheSouth District is currently vacant land a::d the property within the East District currently contains some commercial uses. No other governmental or quasi- governmental entities exist which witl finance the construction of the facilities Year 20lt 2072 2013 2014 20ls 2016 20t7 2018 2019 2020 2021 2022 Units Constructed 0 0 51 108 1 5 1 207 267 237 r16 45 18 0 Tommerciut l DeveloPment Completedl'2 0 0 0 0 0 25%s0%25%0 0 0 0 2022202020212019201 82017Torcl zarc2014201320ll2012Year i6 I8719323413457431500Units Conslructed i1 described herein. The agreements referred to in Chapter VI hereof will address and define the activities to be undertaken by various entities with regard to public improvements and their operation and maintenance. B. General Powers of Disrricts [$ 32-1-1001, C.R.S.] The North District will have power and authority to provide the services and facilities described in this Chapter both within and outside its boundaries in accordance with law. The powers and authorities of each of.the Districts relative to each other will be allocated and further refined in the IGAs between the Districts which may be voted upon and approved by their respective electorates. For purposes of the Control Act, the IGAs shall not.constitute an amendment of this Service PIan. They will, however, constitute binding agreements between the Districts regarding implementation of the powers contained in their respective Service Plans. The North District shall have authority to provide the following services and facilities, which shall include the design, acquisition, installation, construction, operation and maintenarce of the same. In any event, each of the Districts may provide or be responsible for the provision of at least two (2) of the following services pursuant to the statutory requirements of a Metropoiitan District as defined in $ 32'1-103(10), C.R.S.: fire protection, mosquito control, parks and recreation, safety protection, sanitation, solid waste disposal facilities or collection and transportatiou of solid waste, street improvements, television relay and translation; transportation and water. 1. Legal Powers The powers of the Districts will be exercised by their Boards of Directors to the extent necessary to provide the service contemplated in their respective Service Plans subject to the lirnitations set forth therein. The foregoing improvements and services, along with all other activities permitted by law, will be undertaken in accordance with, and pursuant to, the procedures and. conditions contained in the Special District Act, other applicable statutes, and this Service Plan, as any or all of the same may be amended from time to time. 2. Other In addition to the powers enumerated above, the Board of Director of the North District shall also have the following authority: 12 a. To amend this Service Plan as needed, subject to the appropriatestatutoryprocedures'including'bywrittennoticepursuantto$32- |-207,C'R.S'noticeofactionswhichtheNorthDistrictbelievesarepermitted bythisServicePlanbutwhichmaybeunclear.TheCorintyshallbedeemedto agteethat any such actions or activities are within the scope of this Service Planifitdoesnotseektoenjoinanysuchactionsoractivitiesunderthe statute.TheNorthDistrictshallhavetheriglrttoamendthisServicePlan independent of participation of the other Districts; provided' that the North DistrictshallnotbepermittedtoamendthoseportionsofthisServicePlan which affect, impair, or impinge upon the rights or powers of the other Districts without such Districts' consent; and b- To forego' reschedule' or restructure the financing and construction of certain improvements and facilities, in order to accommodate betterthepaceofgrowth'resourceavailability,andpotentialinclusionsof property within the Districts, or if the developrnent of the improvements and facilities would best be performed by another entity; and c.Toprovideailsuchadditionalservicesandexerciseall suchpowersasareexpresslyorimpliedlygrantedbyColoradolawandwhich the North District is required to provide or exercise or' in its discretion' choose to Provide or exercise; and d. To exercise all necessary and implied powers under Title 32' C.R.S.inthereasonablediscretionoftheBoardofDirectorsoftheNorth District This service Plan is intended to be flexible so that modifications which are not significant or material wili not necessitate amendment of the service Plan. 3.WaterandSanitationltisanticipatedthatthepotablervaterand sanitation facilities and improvements will be dedicated to RFWSD and shall complywiththeRFWsD,sRulesandRegulations,asadoptedandamended from time to time. To the extent that these improvements are not dedicated to RFWSD,theEastDistrictshallown'operateandmaintainthem' 4.Streetsltisanticipated.thattheimprovementsmadetoSHs2shall 13 be dedicated to CDOT. To the extent that these improvements are not dedicated to CDOT, the East District shall own, operate and maintain them. 5' Fire Protection The Districts shall receive fire proteetion services from the Carbondale and Rural Fire protection District. CHAPTER III - DESCRIPTION OF FACILITIES AND IMPROVEMENTS The North District will be permitted to exercise their statutory powers and its respective authority set forth herein to finance, construct, acguire, operate and maintain the public facilities and improvements and provide the services described in Chapter II of this Service PIan either directly or by agreement. If appropriate, the North District may contract with the Districts or various other public and/or private entities to undertake such functions or perform responsibilities related thereto. The descriptions contained in this Chapter show the conceptual plan for the public facilities and improvements described in Chapter II hereof. Detailed information for each type of public improvements needed for the Development 'is set forth in the following pages. It is important to note that the descriptions contained in this Chapter are general and conceptual in nature only, and that modifications to the type, configuration, and locations of improvements wiil be necessary as development proceeds. Facilities will be designed. in such a way as to assure that the facility and service standards will be compatible with those of or required by the County and of other entities which may be affected thereby ot as otherwise set forth in the Development approval by the County and any applicable annexation agreements. The following sections contain general descriptions of the contemplated facilities and improvements which will be financed by the North District. A. General Construction of all planned public facilities and improvements will be scheduled to allow for proper sizing and phasing to keep pace with the need for service. AII descriptions of the specific facilities and irnprovements to be constructed, and their related costs, are estimates only and are subject to T4 modification as engiueering, development plans, economics, and applicable iegal requirements, and construction scheduling may require' B. General Desisn Standards ImprovementswithintheNorthDistrictwillbedesignedandinstalled by the East District in general conformance with current standards adopted by the Bast District and established through the Development requirements or as may be further required, if appropriate' in an applicable subdivision improvementsagreementoranlGA'Allimprovementstobededicatedtoa qualified entity shall comply with such entity's rules and regulations' C. ImProvements l.PubliclmprovementsTheprimaryimprovementstobeoperated andmaintainedbytheEastDistrictonanon-goingbasisincludethose associated with streets, storm drainage, park and recreation and other services as described herein. coordination between the Districts and RFwSD regarding potablewaterandsewelfacilitiesandservicesmaybenecessary.otlrer associatedimprovementsthatwillbeoperatedandmaintainedbytheEast District or by the Master Association will be landscaped entrances and other commonopenareas(suchasparks)andrecreationfaciiities,transportation facilities, bike/recreation/pedestrian paths, right-of-way maintenance' street lighting, street signs, safety protection facilities, parking facilities' and other improvements set forth in this service plan. only public improvements will be constructed bY the East District' The Districts' capital cost recovery will be based solely upon the financial capability of the Districts effecting such recovery' on-going maintenance and operation and administration costs will be recovered based solely on the Districts' abitity to pay within the confines of established fees and charges as contained herein, subject to the use of tax levenues for non-fee based services such as maintenance of drainage facilities' and wildfire-related v egetation. Once constructed, these improvements often become the responsibility of either the general purpose government or a homeowners association to operate and maintain' when operated ., L i5 by a property owners association, neither the benefits of tax exemption or of governmental immunity become available to the property owners association responsible for the ongoing operations and maintenance. This is the reason that this Service Plan proposes that the East District is empowered to take control, where applicable, from the Developer the aspects of capital improvements which may include the design, acquisition, installation, ownership, as well as the operation and maintenance of these and other public improvements, depending on the determination of the Boards of Directors of the Districts and the Master Association concerning the appropriate allocation of these responsibilities as limited by this Service Plan. CHAPTER IV - COSTS AND REVENUE SOURCES A- Cost of Construction and Operation. 1. Development-Capital Costs The development-capital costs of the Districts are estimated to be'$60,354,3gg and 929,61g,375 for the North District specifically, as shown in the preliminary engineering cost estimates included in Exhibit E 2. Annual OPeration and Maintenance Costs At full development (2025), the annual operation and maintenance costs of the East District totals $ I ,500,000. 3. Debt Service It is anticipated that the East District issue limited tax general obligation bonds to cover a portion of the approximately $60,354,388 of costs. These limited tax general obligation bonds will provide for a total mill levy of the District of 35.00 mills for debt service so that no unexpected burden will occur to the residents of the Development. Accordingly, the debt service schedule would depend upon the ability of the Districts to produce fuuds avaiiable for debt service at the established rates from the revenue sources detailed in the following subsection B. Revenue Sources 1. Property Taxes A mill levy of 45.00 miils is proposed to be assessed by the Districts generating approximate|y 34,300 per year for each 16 $i,000,000ofassessedvalue.Thispropertytax(whichwillbeinadditionto anyhomeownelsassociationduesorfees)willbeincometaxdeductibletothe property owner' The tax witl be used to o* f:: each of the Districts' operation expenses, debt obligations' and other associated expenses' 2- EeglfiryfeE A facility fee of one percent (1%) of the home sale priceofeachresidentialunitshallbeassessedwitlrintheNorthDistrictand the south District and is expected to produce a total of $4'983'502 through 2045. . :aL ^-. 3.UserFeesVarioususerfeeswillbeusedtoassistwithoperatlons andmaintenaDceofvariousimprovements.Thesefeesmayinclude,butnotbe limitedtouserfeeschargesforuseofcommunityfacilities;userfeesfor pote[tial internai transit system and a raw water system fee' 4,specificownershipTaxTheDistrictsshallreceivespecific ownershiptaxesfromtheCounty,whichareexpectedtoproduceatotalof $3,817 ,770 through 2045 ' 5. Interest earnings are projected to beonepercent(1%)onthecumulativesurplusofanybondissuance. CHAPTERv-FINANCIALPLANSUMMARY[$32-1-202(2Xb),C'R.S'] AttachedtothisServicePlanasExhibitDareFinancialPlanswhichshow horvtheproposedservicesandfacilitiesmaybefinancedandoperatedbythe Districts.TheFinancialPlansincludetheproposedoperatingrevenuederivedfrom advalorempropertytaxestobeusedbytheEastDistrict'TheMasterIGAsare expected to provide that the obiigation of the Distticts to pay the East District for operatingexpensesincurredforprovisionofservicestopropertywithinthe respectiveDistrictshallconstitute,.debt,,ofthethatDistrict.Accordingly,miil leviescertifiedtomakenecessarypaymentstotheEastDistrictwillbe characterized as debt service milI levies notwithstanding that they are imposed to paycontraotua}obligationsforoperationsandmaintenanceservicesprovidedbythe East District. The Districts anticipate borrowing its initial operating funds from the DeveloperuntilsuchtimeastheDistrictsabletogenerateoperatingrevenues. t7 ' The Financial Plans include the proposed debt issuance by the Districts and shows how the financial operations of the Districts will be coordinated. The East District is expected to issue limited tax obligation debt supported by ad valorem mill levies as limited herein from the revenue available from a 45.00 mill levy (which includes 35.00 mills for debt obligations and 10.00 mills for operating expenses)' This mechanism will help assure the transition of appropriate tax revenue to the payment of debt issued to provide services for the Development. It is presently anticipated that the East District will issue limited tax general obligation bonds. Other structures may be used and the Districts shall be entitled to modify the proposed structure of the Financial Plans by causing the East District to obtain funding directly from the Developer, its lender, or assigns of the Developer, provided that all such borrowing shall comply with the requirements of state law and this Service Plan regarding limitations on the amount of limited. tax obligation debt which may be issued. For exarnple, the East District will be entitled to obtain funding from the Developer rather than issuing limited. tax general obligation bonds and agree to repay the Developer from revenue sources to which the East District might otherwise become entitled pursuant to the Master iGA or other agreements. Subject to the limitations set forth herein, the Districts shall have the ability to utiiize excess debt capacity which may be developed within the Districts if the assumptions contained in the Financial Plans are more conservative than what actually develops within the Development. The balance of the information contained in this Chapter of this Service plan is preliminary in nature. AII dollars are stated in 2010 dollars. upon approval of this Service Plan the Districts will continue to develop and refine cost estimates contained herein and prepare for bond issuances. All cost estimates will be inflated to current dollars at the time of bond issuance and construction. Engineering and other contingencies as well as capitalized interest and other costs of financing will be added' All construction cost estimates assume construction to,applicable local, state or federal requirements. The maximum general obligation indebtedness for the Districts is not expected to exceed $40,500,00p; and the maximum general obligation indebtedness 18 fortheNorthDistrictisnotexpectedtoexceed$40,500,000.TheNorthDistrict shailhaveauthoritytofinanceandconstructallfacilitiescontemplatedherein withouttheneedtoseekapprovalofanymodificationofthisServicePlan'The NorthDistrictshallalsobepermittedtoseekdebtautlrot\zattonfromitselectorates inexcessoftlrisamounttoaccouatforcontingenciesprovidedthatanysuch authorizationshallnotexceedthemittlevylimitationof50'00milis, Gallaglrerized.Reasonablemodificationsoffacilitiesandcostestimatesshall likewisebepermitted.Subjecttothelimitationssetforthherein,final determinationoftheamountofdebtforwhichapprovalrvillbesoughtfromthe NorthDistrict,selectoratefromtimetotimewillbemadebytheBoardof DirectorsoftheNortlrDistrictbasedonthen-currentestimatesofconstruction costs,issuancecosts,andcontingencies.Authorizationtoissuebondsasprovided hereinandenterintovariousagreementsdescribedhereinwillbesoughtfromthe NorthDistrict,selectoratepursuanttothetermsofthespecialDistrictActandthe Colorado Constitution as amended frorn time to time' In addition to ad valorem property taxes, and in order to offset the expenses oftheanticipatedconstructionandtheEastDistrictoperationsandmaintenance costs,theDistrictswiilalsorelyuponvariousotherrevenuesourcesauthorizedby law.Thesewillincl.udethepowertoassessfees,rates,tolls,penalties,orcharges asprovidedix$33-1-1001(I),C.R.S.,asamended.TheFinancialPlansassume varioussourcesofrevenueincludingadvalorempropertytaxes,specificownership taxes, and facility fees, together with interest earnings on retained ,*'1]l ]. TheFinancialPlansdonotprojectanysignificantaccumulationoffund balanceswhichmightrepresentreceiptofrevenuesinexcessofexperrditures undertheTABORArnendment.Itisanticipatedthatcertainoftheoperations oftheEastDistrictwillqualifyas..enterprises',undertlreTABORAmendment. lfitsoperationsdonotqualifyasenterprisesunderTABoR,revenuefromall Sourceswhichexceedthepermittedlevelofexpendituresinagivenyearwiil be refunded to taxpayers unless a vote approving the retention - of such revenues is obtained' To the extent annual District revenues exceed expenditures in this manner the Districts. will comply with the provisions of 19 TABOR and either refund the excess or obtain voter approval to retain such amounts The estimated costs of the facilities and improvements to be constructed and installed by the Districts including the costs of acquisition of land, and engineering services, legal services, administrative services, initial proposed indebtedness, and other major expenses related. to the facilities and improvements to be constructed and installed are not expected. to exceed $60,354,388' organizational costs will be reimbursed to the Developer by the Districts out of their initial revenue sources including debt instruments. The maximum voted interest rate for bonds will be eighteen percent (r8%); but the expected issuance rate is much lower. This maximum rate is set at this level just to accommodate some currently unforeseen market conditions. The proposed maximum underwriting discount will be vcjted at five percent (5%) although it is expected that the actual discount will be lower for the limited tax obligation bond issues. It is estimated that the lirnited tax obligation bonds or other forms of indebtedness, when issued, will mature not more than forty (40) years from date of issuance pursuant to state statutes. In the discretion of the Boards of Directors, the Districts may set up other qualifying entities to manage, fund, construct and operate facilities, services, and programs. To the extent allowed by law, any etrtity created by the Districts will remain under the control of its Boards of Directors. ' The Financial Plans demonstrate that the Districts will have the financial capability to discharge the proposed indebtedness with reasonable mill levies as limited hereby assuming reasonable increases in assessed valuation and assuming the rate of build-out estimated in the Financial plans. CHAPTER VI . PROPOSED AND EXISTING AGREEMENTS A. Intereovernmentar Agreements [permitted under $ 32-1_ 100r(lxdxl), c.R.s.l As noted in this Service Plan, the relationship between the East District, the North District and the south District, including the means for approving, financing, constructing, and operating the public services and improvements 20 needed to serve the Development wiil be established by means of lGAs to be executed by the Districts. The IGAs will establish procedures and standards fortheapprovalofthedesignoffacilities,transferoffundsbetweenthe Districts,andoperationandmaintenanceofthefacilities.ThelGAswillalso provideforcoordinatedadministrationofmanagementservicesforthe Districts. TheEastDistrictwiliberesponsibleforinitialreviewandapprovalofplans for construction of public improvements within the Development, except as to potablewaterandsewerfacilitiestobededicatedtoRoaringForkWaterand SanitatiorrDistrict,inwhichcase,theprovisionsofRFWsD'sRulesand Regulationsapply'TheEastDistrictwillberesponsibletosubrnitanyplans necessaryforsuchimprovementswhichitwillconstruct.Thepurposeofthis structure is to eliminate any need for the county to be involved with Deveiopers in theday-to-dayreviewandapprovaloftheDistrictorDeveloperimprovements withintheDevelopmentandtominimizethenumberofindividualswithwhomthe Countymustd.ealinanyreviewandapprovalprocessormayberequiredbeyond the Development approval process' B. ItisanticipatedthattheserviceDistrictwillenterintoanagreementwitha Master Association for the integration of functions to the greatest extent legally possibletominimizecostsandmaximizebenefitstobothentitiesandtheir constituents. C.[permitted.under$32-1-1001(1)(d)(I), c.R-S.l To the extent Practicable'the East District may enter into or assume assignmentofadditionalintergovelnmentalandprivateagreementstoensure betterlong-termprovisionoftheinrprovementsandservicesandeffective management.Agreementsmayalsobeexecutedorassignmentofagreements maybeexecutedwithotherserviceproviders.Allsuchagreementsare authorizedtobeprovidedbyeachpursuanttoColoradoConstitution,Article XIV,Sectionis(2)(a)andSectionZg-'1-2Ol'etseq''?ColoradoRevised 2l Statutes. CHAPTER VII - OTHER REQUIREMENTS AND CONCLUSIONS A. Requirements The North District shall be subject to the following additional requirements : l. submission of annual reports as described in $ 3z-i -207(3), C.R.S. 2. Material modifications of this Service Plan shall be subject to approval by the Couaty in accordance with.the provisions of S 3z-l-207, C.R.S. B. Conclusions it is submitted that this Service PIan for RE North Metropolitan District as required by g 3z-I -203(2), c.R.s., has established that: 1. There is sufficient existing and projected need for orgalized service in the area to be served by the North District; 2. The existing service in the area to be served by the North District is inadequate far present and projected nepds; 3. The North District are capable of providi4g economical and sufficient service to the area within its boundaries; 4. The area included in the North Distriet does have, and will have, the financial ability to discharge the proposed indebtedness on a reasonable basis; 5. Adequate service is not and will not be available to the area through any other existing municipal or quasi-municipal corporations including existing special districts within a reasonable time and on a comparable basis; 6' The facility and service standards of the North District are compatible with the facility and service standards of Garfield County; 7. The proposal is in substantial compliance with the Garfield County Master Plan adopted pursuant to g 30-29-108, C.R.S.; 8. The proposal is in compliance with any duly ad.opted county, regioual, or state long-range water quality management plan for the area; and 22 g.TheongoingexistenceoftheNortlrDistrictisinthebestinterests of the area ProPosed to be served Therefore,itisrequestedthattheBoardofcountycommissionersof Garfreld county, colorado, which has jurisdiction to approve this service Plan byvirtueof$32-1-204S,C'R'S''etseq''asamended'adoptaresolution which approves this Service Pian as submitted' 23 EXI{IBIT A Map of Districts $ i. DISTRICT (i ri MTTRO li;l '\ illl i $llil 1 I ci :c {.rr-p :oE.. u-6 oo dc a EEI I 2 g I E =? d z 2 6 z E d az tr PROPERTY METRO DISTRICT Creek 1l\\\iti r rl RE South, North, and East CONS€RVATION E^S€I'ENT to*po=it" District Boundary MaP RE South, North, and East Prolects Dite: Mettopolitan District PEpEred bla 8140 Partners, LLC Exhlblt: 6t712010 DI\3 r'lt :; ,l' 1'\ t,,RE EXHTBIT B Legal Description and Map of North District (RE North District) :J?l::','l"l'33.ii::';;: i*'Elli-l "it,:Y.l#"":?l*i:':?;ill::fi;'lhf;"Meridian. County of Garfie!d' State c as follows: cornmencins at a Garrierd countv :Y'l'1:';i"1.11'*t!!lrB:;;: ;': :i:U"ll il"!i'il" Ehe southeast corner of said 9t"!i"'"';'til='nlii.i il'"iin"a "?I:l"LT:::ri.t"-,o .tu ",, t . l:l?:"" 1.o:H::i:,":,'$ ;I *i,Ff i:tfl '"iXil" ;"till"" l}'o bearings being re-t Br'asscapand"c"Iiitiacountvl::tiltT:"217'i''tt'it"ttcapfoundinPraceEo witness the south';;;-;;tntt of said section ?; thence, N 19'38' SZi' * u- di=tunt" of- 2994 ' 68 feet; r,rlence, N 89'43''0" * I iltiu""" of 683'95 feeE; ' rhence, s 02"00''i" * I ai=t'n"u of 381 '4! feeE; ;ffi;;; s oz:^91::;:: n i m::::: li 3?8.3i-::::; thence, s 02o14'2r:l I' ii:::'j:: :; ;;.43 feet; thence. s 86"24'"" " I li"i"n"" :: tu'43 feet; thence, S 00"24 ''i" i " di=tun"" 7',"''93 feeii rhence, : :9.ii:li:: I i ii:i:::: :: ii? .'u1 ';2""'"', thencef s zr q' :;,, ; I J]".un"" of_ 66.97 feeY; b.hence, s 20"-26::'z-:: : i :'.:::'j:: I? ies.e3 feet;;il#;: iia"oz'26" E a distance oi t-hence' s 06"{0';;" ; u di"ttn"t of 131'93 feet; Lhence, s 06'21';;" ; I ii"t"n"" of 86'60 feeL; thence, s 14'34 ';;" ; I Jl"tut'"" of 108 '46 reet; rhence, s 21"24';;" ; I Ji't'n"' :: "'e0 reeti thence, s 02"00';;" ; a. di=t"'"" of l-15 '8A Eeel..i thencer s 11'09';;" ; a disLance of Ll4'98 feet; Lhence, s 20"16'i;" ; a diseance of 98'62 feet; rhencer s 12"25'li" ; a distance of 54'42 feeti thencer S 54"09'i!" ' a distance of l-01'03 feeti Lhence, s 36"04';;''; a distance of 41"04 feet; rhence, S 04"31';;" ; a distance o-f 152'IS feet; thencef S '13"23'iO" t a distance of 80'76 feet; thence, S 65"11'oi" n a distance of l-66'96 feeti Lhence, 5 45'09'ii" i a distance of 65'68 feet; :H:-1 ; ;1":l:n: ",::=:::::3i 3B;ii.';::i ." the point."'-":::::'"' " Toqether with a parcel of land situat'ed in Se-ction 7' Township'' llltn' Range 88 weit sixth ,.r".1i"i=i.iiai.n, ""iltr"It*cutii"ra' sl"L" of Ctlorado' beins more Iliiti'i;;rY-a""':r"d as rollous i ny:::lH ": : 3.:i::' ill,:il^::':l il" T:' F, i:: lil,? nr [?,,-;l,[ili' - l] "ii:l *' :?:i"i;.itil;5I';;*.'i,::';:til3; Ilil ill+:i:i":,o""-;'iierd.coun'[v' Surveyor, s 2 llZin"t] ,,"', ."p r","a-in place ." -'i,I.I ti" so"tr, I/4 corner of ;i:i.::"it8t';i'00" ',u' q1":il:: or z3e'35 reet; L.hence, , ro"o6'6i" * a dj'stance ot' LZ't'5? feet; e lef' having 1::di'" of 800'00 :::?:.r :::;::,;ii;;i,ii,iU,;;;l'3"3:*I:":?"!": f::""i:ll?"l l?\"6sriaiig' w "-ii!tun"" of 621 '14 feet; . at 645.'77 feet; Lh€rrc€r * za"'iiiai-w u distance of 645"77 feet; .e refc having a radius of 500'00 lllli': :::;::,;:i;;':l*o:'ti;l;:":::il:":?";': 5::'";:'"1?"; l?-*-"'o''20' '' a distance of 112.36 feet; thence, N 4I"35'26" w a disEance of 19B.67 feet; Ebence, s 2l'01r01" w a disl-ance of 185.28 feet; thence, 258:32 feet along the arc of a curve to the right having a radius of 300'00 feet, a central angle of 49"20'07'r and subtending a chord bearlng of S 45"41'05" w a distance of 250-41 feeE; Lhence, S ?0"21'08" w a distance of 45.6'l feeLt thence, S 19"38'52" E a distance of 3242-?3 feet; thence, 79.62 feet along the arc of a curve to the riEht having a radius of 29L5.00 feetf a,central angle of 1'34'08" and subtending a chord bearing of S 18"51'48" E a distance of ?9.82 feet; thence, N 89"59r59" E a distance of ?3.94 feeE.- t.hence, N 06'01,'00'vY a distance of L46'l .90 feet,' thence, N 08'53'00" I,B a distance of 200.30 feet; thence. N 00"18!30" [V a distance of zot.00 feet to the point of beginning. Both paEcels containing 115.31 acres, more or Iess. RENorth itan District g =a 'u I ii 6 !!5 0 9 Eo d N 11 2IL E g o g E; I F E =o*sildo9l oP OZ x-9 fE E9cit o o $oo 3'OOO 600 E:#F.€ Prohctr Dslc; RENorth MetroPotitao District ilistrictvicinitY MaP Prep.rtd BY: 8140 Partners'LLC EThIblt 6nn010 ,:ii?; IltliEPE,6* E , P E 6 c E E, , { E!J Z; 5 I c 7 6 a B 9 Ecb!tsF rl 5 EqEE-e 6''1i 6 ggb 35e ryooid.d. RE Notth MetroPolitan Disttict District Boundary MaP PrrEPUcd 8140 6t712010 Exldbltl LLC $, l '$ !i l! \l 1\ I t; it, T atr I{ $. il r'i !i I l! ). ,r '. ':i ''t '\1": rl 'i. t\\2. .j,:i i'' ti-$ r-'iJ'\ ,l rl tt l l: i: il il i'. I i i: ! i i1il lr ll ',ii.::: : i'i\i | ." ) 1:r'-. i:r l,i: Ir::1, -, ii ii-trl I ) ::i'.::l i.l t it \i t ."-::. :iit I \:. ir''' "'tl, .- I :'il ii 'li)ti II "t it ,l \'ln i r : ir::' !lr, it'i :ii\-1r li ! r \tt'l t*t€u .1.; rl ,ttI ii Ii: t'i llir li.:t l: N i.t tI I\'-i Date: EXHIBIT C PropertY Owner's Consent B- oard o li C prrnty Com nn iss.'i on ers $arfieldCoirnirr i 08j, &lkstreei. S,uite 213 Glcnwood Springs; CO B!6$t Re: Proposccl EE North hfletr:opolitun Uixtrict (the..Dijtrictr'] "fo $horn Jt Muy Concem: Carbontlale lrrveitmenlsl LLC, a Tetas:lin:itetl:tiability conlpany auifrurizcd lo dq trusilress i*CoJqrado, dtc orvnerof the,prspcrq,aunuherl irer.,* u, tiiti'[;;i, ;-#;;r;;;;i'*"*no*cd urcritistitirte *e t?oundffies of rJie Dlitrfct. lt-* p1,rpo*J"fdi;ilu". is tu uJ*,isi iii*iffip*euo*o\\.rlers conseni ra the organiz.aiion olrthe Disrrjct. CARBONDII LE INvEsTIriI Eiqlr.s; LI,c. a TexaE Iimircd liability coirlpany. ci*ga^flr rla,y ol' Junc, 2u'[ (1. h]' smt* or fofu[odc ] counry"tfu,EooU ] tn ,, Subseribed and sr+orn ttl llcitire nre on tfuis .f I-''-Yt5j-ak- o i' Carbrr ri dal d I n + csrmcnts. If -{l: lSc.ali h,{-1, cornrni s siou e-t.ph:es $[ate o,f !tY E-x.Ftnr':rl ) ) ) sS Coung, of _ subscri[:-r-:d- E,d su'orn to befnre rirc {rn this --_* <ro1, ti{'-rune. 20I0i birindividuail!, ($eal) Itulrlie l\.{y' comnri'ssion expires Exhihit A (RE $Xorth Oistrict) A,perce}oliandsituatedinseci:ionT,TownshipTSou'..'h,Rancje.8Bln.le-.;i:;andin Sect-.iqn lt anci u""ti"tl-'il '"'otiip .7 i""ti' *"nge eg tlest of llie -cjxeh' Pri:rcipal Merldian; Co'nty of Garfie!d, Ij-cat"e oi-iotor-aao' t't:'ng in'r'e'particular'l'V ciescrlhdrl as fol..LowS: Commenqilrg at a' Garfi-eld Coun'u)' Surveyo'r' s 2 7/Z inch Bras's Cap found iir place at Lhe., souLheasu cornl*-r--oi-'Eui-'a sl"tio+=ll"'i*l"t' "*'iit;zg' 08" r,.l ' di=iancd' of 3181;38 fegt Lo bhe Erue pJiti=or tregtnning of'cl''e perc;Fr describecl hereini r'rl't'h er'r hearinss beirrs "*'fiii'"i".]"'[t^lt"n"it"t'';:?i:;lt 'l on the rine bet"vleen seid Bra,ss cdp and a Ga:rfielci county_ srrrr"]uo1;"'z 1:/i- i.n.>h BraPc oap found in place ho Iit.I""'it,I soutn iia "0"'''"t of said section ?; ffi;; ru'-rsJ.i-E's2;'vl a distaroq oE ?'994 '68' feet; iffiI;;; * Ai"';;'30!' 1^r a diqLencq or 593'es reec; ;;;;; i oz:oq17s1' w - dioou"'" 'qr l)81 '47 reeL; ihbnce. s 02"02'os;' 'o a ai=tuntt "I ?!1,i: f::::i ;i,;;;; i oi'tn'z?" w a di'srairce or 55e-04 ree=; il;;;; I ie 'za'13' E a ciistancb or 86 ''43 feeL; Lliehse', s gQ"2a'ii* [ " Jitt"ntt ot- t'12'93 reet; Lhence. s 00:'21 't.i" i t ii"-"t"" o! z-98'53 feet; ;iiil;; . ii"rlie" n a <listancs or r17'67-reet; il;;;, s 20:26:si' i a distance.o,r- 66'91 -fee'Li-;;;;; s t-e"oz'zst' i a ciiEtance df i'as'93 feez; thence, s. 06'ro'on" i + ai""'"ce of 1li-?3.feet; ihence, S 06"?.'|'.-Zii; s a distahce' of'85'60 feeL; ;;'il=: ! iatia'n!': s a dj.""an'e or L03'46-reet;, Iil;";; i )-t'in'z'" E a distanc-e or ?5'e0 reet; ;;;;;; s 02"0cizrl" vg a distance of 115'84 feel-; chence; 5 11eC9'OO" i ; a:*tan"" qt 11'4-98 feet; ;;;;;; s 20"16'tro" E a dtstanee: of e8 '62 reet; il";;;; i-tz"is''3f iE a cliElaoie of 'i4'42^Eeet; il;;;;; i Eq"og':st'E u '4+s!'Ence of loL:cr3,reet' :ffi;:;; s iitsa.'ii' e " 6isgsnce'oI: 41101 ^r1u'i;;;;;; i oq":r'Is' E a d'istance of r52:18 -r*':li ;r;;;;; s 13'23'2r" E a distance of tl! 't!tt7et" ;iiil;; t *;s't,t'a:" E a cli'stanoe ol 166'e6 reet; :";;;: ; ;;'bt'42u E a distanee or 65'68 reeE' ;ii'H:;, ; i;";i'i;' ; . ai't-"" or l0 '3i: reqt; .i,o, ooi^L or heqinn:' th.enDe, N ,?1,'35'5i!' E a disLance "t Aii='ie- feel tp ihe'; Poltr'i sf: heginning' IogelirerHithaparcdioElaiiiisituat,eclinse.t:i,cn.-J,Iol,'I\ship,?sou;h,.Ra;rge88!{escsixt.herr.nci.pallilerldian,co,rrcy-"tGarfierd,stsat'e:'ofcorora-ciir'bdi'ngtttoreplttr.rirt.Iy describetl qs iotrlouq: eo,.i$enci.ng at a. Garfield, CounEy' Surweyor, s 2l/2.Lngt.r Br4s;s Cap foqtld 'in rJ',a,c'e gt the sout.heEst corier of sairl s."tiin il-th"nce, r'r Sgi"'zgloe" $i;.distance of ltl$1'32 fdeL Lo Eiie. Lrue poific of ,beginninil *i-a, hl.l bearings b6in9 reLaLive t'o a bearing of N gg"2g,47'i +) oul at. lr,ne beLr,reJn raia Brass cai.ind a Garlie]<j count'y surveyorr s 7 1/.lir,.n s.ou" c.p roioa";;-Pi;;" to i'iLn*"t Llre Soufh 1/4 cor'er of sa!<t Si-cti.on '7; - r E--^t .' ihun.e, N 06o0'1 r00" t{ a disrance ot t.sY -ro r's=Li ;;ffi;, ; ;;';;'06' !r a distanc.e or'12't'51 reeii ..us oi: BQc.00 lhencer 644.42 ieet along ttre arc of-a cur-ve to the lefc having A radi fEeh-r a central-, angle of 46"09'rr" ina subtending a chord bear!-ng ot N 05"36'39" Y'tr a .iistance of 6zl '14 feet; ;n;;;;; i za"qtlra' w a <jistance'or 645'77 teet; lhence, 11.2..60 feer alohg the arc-]f '-a-cur:ve:? ah: lcft havir:g' a radiue of 50o'00 reer, d "rn'..or'Ilgie-;i'iii5{'12'and subte'nding a cri"ia bearing of i'1 35'08'20"'v''i a distahce of ii2.3.6 feet-;' therice., N 41 ".35'25u W a.. drstance of 198,.67 feet; EhEncd, S 21'Oi'01" hl; a, cl:-siance of lg5,.2B feel.j tiie.n'ce, 250.32 feeE alongi the afc of a .curvd t:0 the r:i.ght. hairinc-y a rzi,{iu.b ot 3:00-oCfe1!; a centrFl. !F9)"e'oi qg"zo' 07" anci subtending a chorct Uearing of s aS1 4i'oi; tl-a dist.an.ce of 25O;41 t'eet;, thence. i 70t21'b8" w a dls:ijance of 45.6T feet,thbnce, S 19"38'52' E.a distance ot 3242,.,13: f,eet.;thence, 79.82 feet a.|ong thb drc <if a cutve'uo th-e ri.ghE ha!'inq a rad.ius of 2g1S..00 t:u!, a (:enlfal ?dgrg qt t":3a'08i,: dnd gubtend:i-ng a cnJrd bearrng or s r,adii,il;-;-;dist44.ce o!- 7,9:82 feeti thence; i{ 89"59 ' 59r E a disearice of 73,1)'4 feex;i:henie. N 06"01'00" W a distanie of 14'5?r90 f.eet; tliefice,, N 08"53'00." Il 6. disiarice o'f 200.30 fbel; llrehc.B, Iil C0"18'39,.. ld: a distance i;t ZOf ,00 ,fe€E. L6 rhe poitrr g.f lleg!.rioinE.. Botl-r pArceJ.s, eonf,aining 115.3I F_cted, mor:e or:, l.4sS:. EXTIIBIT D Financing PIan for Districts Not Gattle Creek Metropolitan Districts #t . #3 Garfield County, Colorado Limited Tax General Obligation Bonds Table of Schedules 1 Not Caftle Creek #1{3 Cover 5D7lm10 Assumptions 35 Bond Levy Dishict #1 (Southem) 35 Bond Levy District #2 (Nodhem) 35 Bond Levy District #3 (Commercial) Preliminary as of 05i26/2010 Non Rated - Bank Qualified Series 2015 7.00% Rate ParAmount Pn{ect Amount (at Closing) $27,000,000 $23,610,000 1 2 ? 4 5 o 7 I o 01 Cover Page Bond Levy Cashflow Schedule Operations Levy Cashflow Schedule Residential Lot Valuation - District #1 (Southern) Residential Lot Valuat'ron - District #2 (Northem) Residential Development Schedule - District #1 Residential Development Schedule - Dis[.ict #2 Commercial Development Schedule - District #3 Assessed Valuation Summary Facitities Fee Schedule Series 2015 Debt Service Schedule Sources and Uses of Funds 11 . 12. George K. Baum Company 5n7DA10 2 Ndqfthtilr nlE0l0Not Catlle Creek MBtropolltan Dlstrlcts #l - #li Gar{leld CountY' colotado f-fr-fttU f.* e.n"ral Obllgatlon Bonds Schedule of Bond LevY Cashflows 2010 ml1 ?i012 2013 N14 m15 2016 n17 2010 2019 N20 m21 2V22 2023 2024 m25 2026 m21 m28 20n 2030 mx1 mxz 2033 m34 2035 2036 2037 2008 2039 2040 2041 2U2 2043 2U4 2045 Annual Surplus/ Cumulattve Sutplusl Collecllon Ratio Debl 29s,176 1,07e926 1,495,522 295,176 1,368,102' 2,863,625 4,$e573 4,553,909 4,579,973 4,282,504 3,971,362 3304,712 2,567,96s 1,869,393 1,118,684 1,153,182 1,181,924 1,n7,821 1,243,839 1,278,059 1,313,071 I,348,670 1,382,074 1,419,s04 1,457,807 1,494,353 1,531,214 1,s62,231 r,58S,720 1,629,322 1,672,369 1,715,756 1,7s6,627 1,804,048 1,850,093 1,910,739 2,402,990 1,668,940 21,336 26,0M (29?,4691 (31 1,142) (667,150) (736,244 (698,5i3) (750,708) 34,497 28,742 25,903 36,012 34,n0 35,012 35,599 33,405 37,429 38,303 36,545 36,861 31,023 27,483 39,601 43,M7 43,38? 40,871 47,421 46,045 60,646 492,252 Series 2015 Nel Debt Revenue Availeblo For 0n FacilillBs Fee Cumulalive SurPlus O{nership Ta(Mirlvalue Assessed Bond PropeflY Tax @ Bond Mill Property Tu@ Assessed Value Bond Mill Ploperty Tax @ Assessed Value r,951,000 ] 2,097,950 2,199,750 2,202,450 2,498,050 2,500,900 2,499,900 2,545,0s0 1,787,850 1,793,950 1,833,3m 1,823,450 1,862,s50 1,06e100 1,899,550 1,902,100 1,936,850 1,936,350 1,977,700 '1,977,750 2,023,9s0 2,027,800 2,056,750 2,053,700 2,095.400 2,098,3s0 2,134,650 2,136,500 2,165,650 1,734,650 295,176 1,072,926 1,495,5n 1,668,948 1,972,336 2,1 14,014 1,902,281 1,891,308 1,030,900 1,7M,653 1,801,327 1,794,y2 1,82?,x47 1,s22,692 I 1,85S,203 1,859,462 1,896,?70 1,89i,112 1,935,149 1,935,505 1,974,219 1,974,653 2,014,246 2014,611 2,0s4,973 2,055,283 2,096,351 2,096,74? 2,138,787 2,139,221 2,182,071 2,182,545 ?,226,296 2,226,902 34,254 47,167 s1,2M 68,646 75,542 89,811 106,210 111,653 113,283 1 16,164 116,1M 118,487 1 18187 120,057 120,857 123,274 123,274 125,740 1U,740 128,zil 128,254 130,819 130,819 133,436 133,436 136,1M 136,104 138,027 138,827 141,603 141,603 144,435 r44,435 2,952 13,681 20,636 45,326 4s,539 45,800 42,82s 39,714 33,042 25,680 18,694 1 1,187 11,532 1 1,819 1 2,078 12,4X 12,781 13,r31 13,487 13,821 14,195 14,578 14,944 15,312 15,622 15,897 15,293 16,724 17,158 17,566 10,040 10,s01 19,107 M,(88 1 0 0 0 0 0 0 0 0 0 295,176 546,373 760,867 857,619 8n,lfi 052,623 483,653 224,989 5,s64,201 5,964,201 6,083,485 6,083,485 6,205,155 6,205,155 6,329,258 8,329,258 6,455,843 6,455,843 6,584,960 6,504,960 6,716,65S 6,716,659 6,850,S92 6,850,9s2 8,988,012 6,988,012 7jn,n3 7,127Jn 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 3s.000 35.000 15.000 35.000 3s.000 35.000 35.0@ 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 3s.000 35.000 35,000 35.000 35.000 225,864 225,8G4 230,381 230,381 234,-089 234,989 23S,689 z39,689 244,483 244,483 204,57?': 208,664 200,664 212,837 212,837 21t,094 217,094 221,435 221,435 34,815 18S,993 192,?73 192,i73 196,628 196,628 200,561 200,561 2M,il2 1,015,000 5,5r0,000 s,620,200 5,620,200 5;tx2,804 5,732,604 5,847,256 5,847,255 178,549 209,945 318,294 516276 634,862 708,552 r57,110 n7,427 798,461 8',14,947 014,947 831,246 831,246 847,871 847,871 054,829 8M,829 882,1 25 882,1 25 8 9,768 899,768 917,763 917,763 936,'l 18 936,1 18 s54,041 954,841 9n,938 973,938 993,416 993,416 1,013,285 1,013,205 23,248,587 35.000 23,278,744 35.000 23,7sS,398 35.000 23,759,390 35.000 24,234,586 35.000 24,234,586 3s.000 24,71S,27? 35.000 24,719,2r 35.000 25,213,663 35.000 25,213,663 35,000 25.717,936 35.000 25,717,936 35.000 26,23a295 3s.000 26,23a295 35.000 26,758,941 35.000 26,756,941 35.000 27,292,080 35'000 27292,080 35.000 2?,037,921 35.000 27,83?,921 35.000 20,394,680 35.000 28,394,680 35.000 2S,962,573 35'000 28,962,5i3 35.000 29,541,825 35.000 29,541,025 35.000 5,205,500 8,453,220 9,2n,115 15,051,766 18,s09,101 20.657,484 22,073,418 35.000 35.000 35.000 3s.000 35.000 35.000 35.000 13,530,604 14,619,460 '15,?33,251 16,652,282 17,633,982 18,282,536 18,889,i14S 18,889,449 19,267.230 19,267,238 19,652,582 19,652,582 20,045,634 20,045,634 n,446,*7 m,M6,547 20,855,470 20,855,478 21,272.587 21,2't2,597 21,698,039 21,698,039 22,132,000 22,132,0m 2L574,U0 22574,w 8,026,132 n,s28,132 23,486,655 | 2J,486,655 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35:000 35.000 35.000 35.000 35.000 35.000 35,000 35.000 35.000 35.000 35.000 35,000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 310,798 383,863 413,194 441,376 501,447 539,651 571,173 604,046 627,094 64?,908 647,908 660,866 660,866 674,084 674,084 687,565 607,565 701317 701,317 715J43 715,343 72S,650 729,650 744,243 7M,243 759,128 759,128 n4,310 t74,310 78S,796 789,796 805.592 805,592 9,061,181 I 1,191.331 12,046,4n GeoQe K Baum companY 5n?t2010 Year Not Cattle Creek Metropolltan Distrlcts #1 . rB Garfleld County, Colorado Llmlted Tax Goneral Obllgatlon Bonds Schedule of Operatlng Levy Caahflows Collection 2012 2013 2014 2015 201 6 2017 2018 2019 2020 2021 2022. 2023 2024 2025 2026 2027 2028 2025 2030 20x1 2032 2033 2014 2035 2036 2037 2038 2039 2040 2041 2042 2043 m44 2045 Dl6trlct f1 (Southernl Dlsklct fl{l 0ther Revenue Total 0pex Assessed operationsValue Mill 2.00n o@tr LgW Property Tax @ 9S.0% Assessed Operatons Value Mill 200%6l@$ Levy Propsrty Tax @ 98.00/o Asssssed 0perations . Value Mlll ororcwlh LeW Property Tax @ 98.0% Specific ownership Ta( 7.00% Eamings on Cumulative Surplus 1.00% Developer Advance Total Revenue Available For 0perations 0perafions Expeose (5)(6)(7)(10)(1 1)(1 2) (13)(14)(1 5) I (16) 9,061,181 1 1,1 91,331 12,04$,477 13,530,664 14,619,460 15,733,251 16,6s2,282 1 7,633,982 1 0,282,836 18,889,449 18,089,449 19,267,230 19,267,238 19,652,582 19,652,582 20,045,634 20,045,034 20,446,547 20,440,54t 20,855,478 20,855,478 21,2T2,587 21,272,587 21,698,039 21,698,039 22,132,000 22,132,000 22,574,640 22,574,A40 2X,026,132 23,026,132 23,486,655 23,486,6s5 ,I0.000 10,000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10,000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 io.ooo 10.000 10.000 10.000 10.000 10.000 10.000 10.000 88,800 109,675 118,055 1 32,679 14X.271 154,106 183,192 172,811 179,1 70 185,111 185,117 188,81 0 1 88,81 S 192,595 192,595 196,447 196,44f 200,376 200,376 204,384 204,384 208,471 208,471 ?12641 212,641 216,894 216,894 221,231 221,231 225,656 225,656 230, t69 230,169 5,205,500 8,453,220 1,279,715 15,051,766 18,509,101 20,657,494 22,013,418 23,248,587 23,278,7M 23,759,398 23,759,398 24,234,586 24,234,586 24,719,277 24,719,277 25,213,663 25,213,663 25,717,936 25,717,936 26,?3L255 26,232,295 26,756,941 26,756,941 27,292,080 27,292,080 27,837,921 27,837,921 28,394,680 28,394,680 28,962,573 20,962,573 29,541,825 2s,541;825 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10,000 1 0.000 10.000 10.000 10.000 10.000 10.000 't0.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 1 0.000 '10,000 10.000 10.000 10.000 10.000 51,014 82,842 90,941 147,, 07 181,389 202,443 2't6,319 2U,836 228,132 232,842 232,842 237,499 237,499 242,249 242,249 247,094 247,094 252,036 252,036 257,076 257,076 262,218 262,218 287,462 287,402 272,812 272,812 279,268 278,268 283,033 203,833 289,51 0 289,510 1,015,000 5,510,000 5,620,200 5,620,200 5,732,604 5,732,604 5,847,256 5,047,258 5,964,201 5,964,201 0,083,405 6,083,485 6,206,155 6,205,155 0,329,258 6,329,258 6,455,843 6,455,843 6,584,960 6,584,960 6,716,659 6,71 6,659 6,850,992 6,850,992 6,908,012 6,988,012 7 ,127,71t T,127 ,773 10.000 10.000 10.000 10.000 10.000 10.000 10,000 10.000 10.000. 10.000 10.000 10.000 10.000 10,000 10.000 10.000 '10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 r0.000 10.000 10,000 10.000 10,000 10.000 10.000 10.000 9,947 53,998 55,070 55,078 56,180 56,180 57,303 57,303 58,449 58,449 59,618 59,6't8 60,811 60,811 62,027 67,02r 63,267 63,267 64,533 64,533 65,823 65,823 67,140 67,140 68,483 68,483 69,852 6S,852 9,787 1s,476 14,630 19,613 22,726 25,660 30,.346 31,901 32,367 33,190 33,190 33,853 33,053 34,531 34,531 35,221 x5,221 35,926 35,S26 36,644 36,644 37,X77 37,377 38,1 25 38,1 25 38,087 38,087 39,665 39,665 40,458 40,458 41,267 41,267 30,000 50,000 3o,ooo 50,000 il9noo 205,993 223,626 299,79S 347,386 352,237 463,856 487,628 494,746 50i,320 507,328 517,474 517,474 527,&24 527,824 538,380 538,380 54S,148 549,1 40 560,r31 560,131 571,334 571,334 502,760 582,760 594,415 594,415 606,304 606,304 610,430 610,430 630,738 630,798 30,000 50,000 149,600 205,993 223,626 299,79S 347,386 392.237 463,856 487,628 494,746 50r,328 507,328 511,474 517,474 527,924 527,824 538,380 5S0,380 54S,148 549,1 48 560,1 31 560,1 31 571,334 571,334 582,760 582,760 594,41 5 ss4,415 606,304 606,304 618,430 | 618,430 | 630,798 I 630,790 7,674,222 1,090,791 0 16,753,525 3 !{orCa0r Cdeh fl+3 C6h0cr op.x 5AlA0r0 Annual Cunrulativo Surplus/ Surplus/ Deficit George K. Baum Company 512712010 Disklct f2 (Northern)Sur (2)(3)(4)(8) t42 4 slqi.hdtrd Cdn0l.bn Yat Nol Catll8 Crsek Matropoltten Oktrlctt #1 ' 'BoerflEld countY, Colorado utn tierr r.x Oeneral Obllgatlon gonds Resldentltl Lol ValuEtlon ' Dlrtrlct fl (Souther0) AsserscdVacant Lol-tncome Restricted G8rdeo Homos lncomc GErdon HomsBTownhomos (01)GBrden Home$ (02) Garden Homos (00 Luury Toilnhomes (02) Luury Totflnhomos (0,l)Alleched (021Alached (01)Vi[age (118 Acrs]Vilhg€ (lrt Acro)MalBt Valuo Eslals (1/4Acre)MsIkoIEstslo (>lr4 Acre)MarketMarket Value MarketMartetMarlct Unib MarkBt Valu0 MtrketMarketMa(ket UniB MsrketMarket 29% 9,061,181 | 9,424,664 7,6E3,830 5,623,001 3,?80,473 3,256.512 1,980,045 1,11L122 284,200 6,827140 3,903,070 980,000 31,245,450 32,498,840 2f ,185,6N 19,389,660 r3,063,700 .l 1.?2S.350 35 35 35 35 x2 20 18 10 1 0 55,212 fi,212 55,212 55.212 55,21L s5,212 55,212 55,212 55,212 35 35 35 35 32 26 18 10( 2 1 0 50.658 58.650 58,658 58,050 58.668 58,658 58.658 58.658 56,658 65 65 65 65 05 45 12 0 0 0 0 0 ?0,000 70,000 70,000 70,000 70,000 70,000 70,000 70,000 0 0 0 0 0 0 0 0 0 0 0 0 80,000 80,000 80,000 80,000 J 80.000 00,000 00,000 80,000 80,000 00,000 80,000 80,000 0 0 0 0 0 0 0 0 0 0 0 0 85,000 05,000 85,000 05,000 s5,000 05,000 85,000 05,000 05,000 85,000 85,000 05,000 40 40 40 40 35 30 25 20 '15 10 5 0 90,000 90,000 90,000 90,000 90,000 90,000 90,000 90,000 90,000 40 40 40 40 35 30 z5 20 15 10 i 0 85,000 85,000 0s,om 05,000 85,m 85,000 85,000 85,000 85,000 0 0 0 0 0 0 0 0 0 0 0 0 95.oml 95,000 95,000 95,000 95,000 95,000 95,000 95,0q0 95.000 95,000 95,000 95,000 ?s 26 26 28 21 14 7 0 0 0 0 0 90,000 90,000 s,000 80,000 90,000 90,000 90,000 90,000 90,000 m 96 96 90 85 7t 57 39 3t 18 1'1 4 95,000 95,000 95,000 95,000 95,000 95,000 95,000 95,000 9E,000 40 40 40 40 30 36 x2 28 26 18 12 6 100,000 I 100,000 100,000 100,000 100,000 100.000 100,000 100,000 r 00,000 30 30 30 30 u 24 18 12 9 4 2 0 160,000 160.000 160,000 160.000 r60,000 160,000 '160,000 160,000 160,000 6 6 6 6 6 6 6 6 6 4 2 0 175,000 1?5,000 1?5.000 175,000 Groqo K. Baumcompary I,iln010 valurtlon unils Not Cattla Creek Metropolltln Dlrlrtcts ,'l - 13 Oorllsld County, ColoHdo Umit€d Tax GenEnl ODllg{llon Bondr ReDldenllal Lot Valuatlon - Dlsklct f2 (Northeml 2021 5 0bldc r[1&ft Eslale (>l/,1 ArE)Esl6lo (14 Aqo)Yrnsgo (l,t tum)Mlego (l/8 Ac{6)Luuy IMhms (011 Lw.I Imhm$ (02)Tmnhm4 [01) Condo/ADEtnsnls (01 Apl) Cordo/Apntreols 102 AP0 Cofido/Apailmnb (01 Ccrdo) Condo/Apqlmf,E {0? Cohdo} lmm Resldclod 6aden HmEs (01) ln@m. AEhlctod Gordon Hmr (02) Vftant Lot Vrlual166 Arsarrod VrlEli6n YaHnt Lot Vqlualloi Arrrrted Vrlu.llon [tfllBl Unib Vafue Miltst Unilr Votue Unils MdIEI Vahn M{tel Unilr Valuo Mdksl Unfls Vdue Mdlot thib Vatuo l,lnlot Lrnits Vrtue UniLr Matql Vehb M6rkel Uru'13 vrlw lrtrtet Unils Vdue MdTd Unil6 Vat E Utib Vrlu. Mdhet Milket tJrils Voluo 175,000 r75,000 r75.000 1 75,000 175,000 t?5,000 lt tl lt 1t tl il 11 160,0@I 160,m06 100,000 2 160.0C00 160,0000 ,60,000 77 t, 3t t7 3'l t3 0 0 0 0 100,m0 100,000 100,000 1m,000 rc0,000 '100,001) 100,000 ,l00,000 r00,000 150 150 150 't9 14J 121 91 51 32 14 0 0 95,000 95,000 96.000 95,000 95,m0 s5,m0 95,m0 95p00 9r,@0 E5,(n0 85,000 85,000 85,000 65,000 65.@0 85,000 85.000 s0.000 90,c00 90,000 90,000 90,000 90,000 !0,000 90,000 123 r2J 123 113 t?i r15 103 81 5l 21 0 0 70,000 70,000 70,000 70,000 70,000 m.000 m,m0 ru.m0 110 110 fi0 1,t0 t10 110 110 lt 22 0 0 0 {0.000 40.000 10,000 40,000 10.0m {0.000 90 s0 90 90 9{) 90 90 s0 61 t0 0 0 45,m0 45,600 45,C00 45,000 15,0C0 40,000 40,000 ,,0.000 40.000 40.000 40,000 tz 7Z 7Z 50 14 0 0 45,000 45,000 45,000 45,000 45,000 58,658 50,050 58,650 50,650 50,658 5S,650 ,{0 40 40 {0 40 {0 40 38 30 21 12 4 tt,2t2 55212 55,212 55,212 56'212 55,2r2 17p50,m0 20,1ssr00 2e270,m0 32,759,8C0 31,194,320 17,901,100 6851,270 ,J00,440 455.480 79tt 5.205"5m 7,501gfi 6.4s6J00 8.500,342 9,046153 5,19t.319 ?,015,650 196,268 132,08s 49,195,450 50,653,640 49.455,620 52,r4SJ60 44,258,0m 29,130,450 13,779,0r0 s,270J10 ld35,4g) 29'. 14,206.G81 r7.009,614 t4.3{2,130 1s,123.34! 12,014,828 0,441,s31 1.9951r3 1,528390 4i6,2m G€ffgs K.8rm Coapry 5mn0$ Not catilq CEek Mcl@politrn Olstdcb !l -tl Gerneld CountY' Colondo itmiteo Trx sengmt ODllg0lton Bonds Re!ldcothl Unlts sqld ' Ollttlct fl lsoutheml 201 I 2012 2013 al4 ml5 2016nlf 2010 20t9 zun !n1 CunU.liYi AtrttaodA!i$r.d Vrlur P.g.1 Rorldtr{rl o rvrloim cn{d!3 l@m Rett Htd car&n HdM {04 l@tr R6lrid.d G.rd.n HomE (01)To6ltm6 (ol) I untu val@runil Gaidon Homs (04 Vdw I I rrd3 udlVal@ I t ni$Unil Gilden tloms Ft) Lqury Tmlpm02) VCc I unih ur{l LuqY TMtoM(01) lu"ir uL Atlaitted (0ZlAflEhed (0t)VIrge(llBAde)Wegq (1iE AdllErl,l. (1rl /rc@)Ertah Plr4lm) Yd@, Un& U.il Vdw I UntB tlrvdE, unil! uniltrnils vdFrUnl t7,478,@ r,5s5,143 3361,,(?4 7,€1.510 10,408,$l 11,?62,197 1L957,63s 15,454,2f2 16950,848 r$5,1{3 J 2,39580! 351?,066 LS15.325 1,3$Jfi] a195,$0 r,4SG,576 1,496,5n 525,380 16.t01,210 ! 8.801,210 6,6C0,m 10,91?,630 30,100,2f0 &,121.600 38.6?{.680 l1,mas0 27,501,530 3 0 0 0 5 I I 213,218 2a7,71d 217.210 2{1,278 243,270 241.278 243,278 2(}.278 247218 217:118 243,278 2{i,216 z+r,718 3 6 8 5 J I I 218.912 210.932 218,932 218.9J2 218.!32 218J32 2r9332 z r8.9r2 ?r0pc2 216,932 218.932 2r6.932'@ 3l 357.m0 i 57.m0 357,m0 357.m0 rdr,m $7,m 152,m 357I00 367,m r57.000 167,m0 35l,mo 35r,m0 {?3,@ ra,m0 {23.000 18,m0 123.m0 4D,m0 423,000 123.CS0 423,m0 123.m0 ,r23000 423,60 44.m0 517,000 5r7.@ 6t7,0m 517.m 5r7,m 517,00 51?.0@ 5 17,000 5r7.0@ 5t7,m0 sl7,0m 5tr.m 5r7,m0 '39,m0539.000 53s,000 $9,m s39,0(n 5$,0m 539,000 58E,C00 ] 58!,0m 580,0@ 586.000 508,0m 508,0t8 t00,0m 500,0m 5$,0m 5 5 5 5os.m0 I 65Sl.m i1s.00 539.0d fls,m 588,m 6€8,00 588,06 560,0m vdur/ t/5,m 5I8,$0 676,000 676,0m 576,60 576,04 5r5,0d 570,0m 576,0m 578.0m 576,000 576,0m 5?G,0m . .528.00- 520,m- 5?0.0m. 528.000 - 528,m - 52a,ml- 528,m - 520,m0. 528.m0 5 52a,mo I 520,m07 520,@0 r 52l,,ffi l0 il l8 t6 I t3 I I n 6m,0c0 6m,0m 6m,0{o 6(0,0m 6m'0q} 5(0.m0 ffi,0@ 600,000 6m,0m 6m,000 6m,0@ 6@,0@ 600,0m 2 4 4 g 6 6 6 ?00.0m J ?00,m0 700,000 m0.m0 700,c00 700,m0 700.@0 700,m0 700,m0 700.m 7m,a!0 7UI.s0 700.000 3 qt2,m 5 S52.000 2 952,0m 2 352,000 95e0m 952,0m 952.0m 952,06 952,0003 052.000 3 95Zm6 C5Z@5 sSam 1.200,000 2 1,200.m 2 t.2@!002 l,20o,m 1,2@,m r,m0,000 t.200,m 1,2!0.0@ r,2!O,m 1.200,00 1.?00.0q) 1,200,m 1,200,m Geot0o I. 08m ConPaIV sr27r2010 N :'-I; Z E F Eo B Io c={r Rg; t E z o ! q g ! t Er. o !oo- rE* E3 S--t5I S0DiFo6cE !:-6E5-r=zoi EEs EZ=6< s E 6_E_N_q+-6-N-F-@- R@-\qb-o.N-6-6- = o:@--qq6-e,qqa- N-+d6'6'6'o-j :> F---{-et_d_6-d--- Eq6-ac-6oN- = =E-P*= c3 aaaeE9Bss o'ids'ddia'd a.EEEts!€* 8,5 s) e d d -' d -' d d a' 6' 6_ 6' 6' a' E*.Et E*=r€- 40 9> 3.E o-q6-qo-o-o-qo_q*-l:l :,:-,;' .E€ F,9EB5 I.E alas-<.:1=-a<-..<- BBABAASE. SaAA BEg5 gE ,t I !,E95 R aEaaaaaaaaaaEo- o- o- @- 6_ @_ G- @- @- o- q 6_ @-BRARRSRR}FIRRSft 9 t< Eo 'E5 s5 6'6-dd6'd6'dh_dil6_6' E-a E I 5 g> ,'i',i:i ,j E. A E. E. E. E. E. E. E. E E. E g E ED = ; iij.n i; E- g. . E. E. E-B- E. E. C. E. E E F of !E3l E a? P E E C.B.EE E. E.E. E.E.E. E. ??,. .:i.: i .E!6 E €5 EE.s.EE,EeeE_E_EE e aI 9> ? E.E. :,:::fY-s? BBAEEBBddE ASEBAB E q s5 E. E. E. E.aaaa aa8S g.Eg.Ec.cg aESaEaa i:::t;'.,.,!,i..:,. b :.EE> ,E D EEEEEEBAAAE a8 ! a E ae qq a 5 gEEEEEEEEE Ei € FiEiri ge FiE Fi -- J -' -- -'-. J -'+ ; s E! aFERRRERR&R =&E Not Caftle Greek Metropolitan Districts #'l ' #3 Garfield Countlt, Colorado if rit.o Tax General obllgatlon Bonds Commerciat Square Footage Developed ' District #3 (Commercial) Complelion Assessment Collectlon YeorYeatYear 2010 2011 2012 2013 2014 201 5 2016 2017 201 I 2019 2020 2021 2022 2023 2024 2009 201 0 2011 201,2 201 3 2014 201 5 2016 2017 201 0 201 I 2020 2021 2022 2023 2011 2012 201 0 201 2021 201 201 2015 201 Tract C3 (Hotel)Tract G3 (Land)Tract C2 (Retail)Tract C2 (Land)Tract C1 (Retail)Tract C1 (Land) Value/ RoomsAcres Value/ AcreFI Squaie Value/ Acres Value/ AcreFt Square Velue/Value/ Acre 66,667 66,667 06,667 66,667 66,667 66,607 66,067 66,667 06,667 66,667 66,067 06,667 66,667 66,667 66,667 66,667 3.90 3,90 3,90 3.90 3.90 3.90 3.90 3,90 ,:o 384,615 384,615 384,015 384,615 384,615 384,615 384,615 304,615 j:i;,:1,!,.0t0, ; 300 300 300 300 300 300 300 300 300 300 300 300 300 300 300 300 4.00 4.00 4.00 4,00 4.00 4,00 4.00 4.00 o_oo 250,000 2s0,000 250,000 250,000 250,000 250,000 250,000 250,000 300 300 300 300 300 300 300 300 300 300 300 300 300 300 300 300 15,000; 4,40 4.40 4.40 4.40 4.40 4,40 4.40 4.40 o:oo n7,273 777,273 227,213 227,273 zz7,273 227,273 227,273 227,273 I lhtC.tL $oek #1+l Cmmdclal I Assessed Value Commercial Developmont Value 29 1,015,000 5,510,000 3,500,000 1 9,000,000 Ge6rge K. Baum ComPanY st27t2010 Not Cattle Crsek Metropolltan Dlstrlctr #1 -#3 Garfleld County, Coloredo Llmlled Tax General Obllgatlon Bondt Assessed Valuation Summary Cooplolim A$.smml Ta Cofl.dth Ye,Ya6r 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 20m m21 mn m23 2024 2025 a26 2027 mu ME 2030 2031 2032 2033 2034 2035 ZUJb 2037 2038 2039 2040 2041 m42 2043 2044 2M5 2045 2M7 m48 2049 2010 2011 2012 2013 201t 2015 2015 2017 2018 2015 ?020 n21 20n 2023 2024 2025 2028 20n 2029 2029 2030 203r 2032 2033 mu m3s 2036 ?037 2038 2039 2040 2M1 2042 2W 2044 2045 2UE 2M7 2W 2049 20s0 2031 2051 m1 N1 201 201 lncremBntal-oBtrufi 17,476,208 ln$emental- olstrhl fiz 22,192,468 Incrsment0l.Dislrbtffl 5,510,000 Total 45,178,676 &lC.l! Or.lnm Dlslrlct fll (Soulhem) AEses6ed Value 0i6trlcl t2 (N0rthern) AEEers0d value DlEtrict S3 (C0mm0rclal) AE6esEed Value Undeveloped Resldenllal GmwlhFaclor Cumulalive Land value oeveloomeot 2,0010 Assessed Value Undevebped Residential GowlhFactor Cumulalivo Land Value DeveloDm€nt L00/r l€sessed Value Commercial GmwliFaclor Cumulalive Development 2,0o/o Assessed Valus $1,n4 240,930 2e2,;Be 333,046 355,6;3 377,789 res,34s 393,052 4ooji3 408.93t qrrrro 4?5,452 +er,ssr 442,540 451,493 460,s23 469,?33 479,128 480,;10 9,061,181 1 1,191,331 12,046,477 13,538,6M 14,619,460 15,733,251 16,652,282 17,633,982 18,282,636 18,889,449 18,889,it49 19,267,238 19,m7,238 19,652,582 19,652,582 20,045,634 20,045,634 2t,446,547 20,M6,547 20,855,470 20,855,478 21,272,597 L',t,272,s97 21,698,039 2r,698,039 2e132,000 22,132,0M 22,574,640 22,574,640 23,026,132 23,026,132 23,486,655 23,486,655 23.956,308 23,956,388 24,435,516 24,435,515 24,924,zfi 24,924,zfi (531,984 11,276/6n 9,061,1 81 363183 (1,540,834) (2,2m,828) (1,834,528) 1,585,443 2,395,981 3,5r2,086 2,915,325 1,353,363 2,195,498 r,496,576 1,496,576 525,360 (s47,922) (847,922) (2M,200) 5,205,500 8,453,220 9,279,715 15,051,766 18,509,101 20,6si,484 u,073418 23.248,387 n,278,7M 23,759,398 23,759,398 24,234,s86 24,234,586 24,719,277 24,719,2n 25,213,663 25,213,663 25,717,936 25,717,330 26,232,2S5 26,n2,295 26,756,941 26,756,941 27,292,080 2T,292,080 21,ilt,921 27,8i7,921 28,394,680 28,394,680 28,56L573 28,962,573 29,541,825 29,541,825 30,'132,661 30,132,661 30,73t314 30,ns,314 31,350,021 3r,350,021 s14,359 5,205,500 2,37S,450 (1,r 26,6501 3,042,M2 (453,989) (3,0s5,034) (3,r75,451) (1,619,601) (264,r78) (r32,089) 764,100 1,953,145 LilA,414 3,9r1.324 5,63r,235 4,s91,385 2,353302 294,33s 147,1S8 1U,110 185,594 370,182 q+r,ioe 465,fls 47s,1SS 484,692 qsa,iso 5M.273 524,646 535,139 545,842 556,758 567,894 51g,251 590,836 602,;s3 614,706 110,200 112,4U ffi,i52 116,945 119,2M ,lr',,uro 124,103 r26,585 129,1lt rst,69g 134,333 137,0;0 133,760 rz,iss 145,407 ,ot,j',u 1,015,000 5,5,l0,000 5,620,200 5,520,200 s,732,W4 5,732,604 5,847,256 5,847,256 5,964,201 5,9M,201 6,083,485 6,083,405 6,205,155 6,205,155 6,329,258 6,329,2s8 6,455,0€ 6,455,843 5,584,960 6,584,960 6,710,659 6,716,659 6,850,992 6,8s0,992 6,988,012 5,988,012 I,127,773 7,127,n3 7,270,328 7,210,328 7,415,735 7,411735 7,564,049 7,564,049 1,015,000 4,495,000 |t.479.200 7.448.010 n,192,468 I,157,553 5,510,000 2,054,049 Gsorgs K. Baurn Comparry 5127nA| o Not Catlle Creek Metropolitan Dlstrlctt #1 - fJ Gnrflold County, Colorado ir-#iJio cdntlat obllsetlon Bonde Schedule of Facllltlss Feea P€rmlt Yeal 2010 Nl1 n12 2013 2014 2015 2016 2017 201 I 201 s nm m21 N?2 2023 2024 2025 20?:6 2m7 mm MN Fse Totrrhom* AtEched AttachedVilage ('1r€ VillsgE (118 Estate (>1/4 EltatB (1/4 Cordo.rAPartm eols Condo/AParhanls Condo/AParlmenls Condo/APaimenlsRasLicted Gatal6n Rostrlctad GaldenLuxurY Lwry TownhmEs Tomhomos 7,298 14,597 19,462 29,1S3 26,mI 29.193 24,328 21,895 9,731 6,568 13,136 17,515 26,272 24,003 26212 21,893 19,704 9,757 29,400 47,040 {7,tN0 2S,400 29,400 29,400 29,400 29,400 26,950 4X,\m 43,120 26,950 26,950 26,950 26,950 m,950 26,400 36,960 36,960 36,960 114,000 186,000 288,000 280,000 222.,000 186.000 126,000 4em0 24,000 99,960 160,650 121,380 107,100 r07,100 74,970 56,000 77,000 91,000 77,000 56,000 56,000 42,000 42,000 42,000 20,560 28,560 57,120 85,680 57,120 m,160 38,080 19,0q0 66,584 110,208 43,624 46,200 77,000 30,800 66,974 109,593 42,620 50,1 19 83.5il 33,413 24,000 24,m0 40,m0 24.000 24,000 Nlc.ekltrldl0 235,176 546,373 760,867 852,619 977J13 852,623 483,653 224,989 84,488 Geoqe K Baum ComPanY sn7i20l0 Not Cttth Creek Hetqpofrbn Didrtdo #t - fs Garlleld Coonty, Golorado Lihled TuGtrmlObtigation Borda . Seriet 2015 DeltSRHlc. Schedule $2,000,000 &7@10 11 TAX Inlere(Annual P&rYea Principal RalE lntEEEt P&t lnl€resl L00% DSRF Earolngs NBI Annul P&l 0il01i 16 1ZDlt16 0u01/17 1W1n7 06i01/18 12fr1t18 06/01/19 fin1t19 00/01,?0 12n1t20 06J0121 1?n1n1 06t01t22 w01n2 0601/23 fifr1n3 06b1n4 12fr1t24 06,01/25 12tD1t2s 06/01P0 12t01ffi 06Mm 1281n7 O6MNE fiMIB 060129 1?n1n9 06rc180 lAUR0 06i01al 1?101R1 06/01/u 12MR.2 06/D1/33 1f][l'B3 06m1/34 1A01/3'1 06/01/35 l?1o1E.5 06/01/36 12n1R6 06n1l37 1U01Et 06,01/38 1AAtfi 06,0u39 fin189 60,r/40 1A01h0 06t01/{1 fln1tlll 06Mt42 1?t01142 0B&1/{3 l?01t13 06flu44 12fr1t44 05/01t45 12J01t4s 115,000 260,000 390,000 420,000 ias,ooo 800,000 855,0g0 960,000 27 0,000 , 295,000 355,000 370,m0 {3s,0m 465,m sss,o00 575,000 650,000 695,000 78s,000 840,000 sas,000 1,01 5,000 1,1r5,;00 '1,190,000 rJ15,000 1,410,000 r,5{s,ooo 1,655,000 r,goo,ooo {,195,000 945,000.00 945,000.00 940,95.00 940,975.00 931,87500 931,875.@ 918225.00 9t8,225.00 903,525.00 903,525.00 8ri,4s0.00 877,{50.@ 849,(50-00 849,450.00 819,525.00 819,s25.00 785,92s.00 785,92s.00 r/5,475.00 26,175.{X) 766,150.00 766,150.00 7s3,725.00 753,7?5.N 740,r/5.00 740,7t5fi 725.550.00 725,550,00 7ts,275.00 7tsfls.00 690,550.00 680,550.00 6'/0,{25.00 670,{25.m 617,67s.00 64i,675,00 623,350.00 6'23,3s0.00 595,875.00 s95,875.00 566,47s.00 566,47s.00 s33,400.m 533,400.m 497,875.00 19i,875.m 458,8s0.m 458,E50.(E 417,200.fr) 417.4n.m 37l,r7s.m 37r,175.00 3?1,8?s.00 3A,825.00 267,750.00 267,750.00 209,825,00 209,82stro 1{6,82s.00 146,825,00 945,000.00 1,060,000.@ 940875.00 1,200,975.00 931,87s.00 1J?l,E7s.00 9t8,225.00 1,338225.00 903,525.00 1,648,525,00 877,450.00 1,677,4s0.00 E{9,450.00 1,704,4s0.00 8r9,525.00 1,n9,s25.00 785,925.00 1,055,92s.00 r/6,{75.00 1,071,475,00 766,1 50.00 1,121,r50.00 79725.00 1,t?3,2s.00 740,775.00 1.17s,75.00 r25,550.00 I,190,550.00 .709275.00 1r4{,27s,00 690,550.@ 1.26s,5s0.00 670,4?5.m 1J20,4?5.00 647,675.00 ,l,342,675.00 6'a35o.m t ,108,350.00 595,875.00 1,43587n00 s66,475.00 1,511,{75,00 s33,100.00 1,54E,{00.00 19,875.00 1,61e87s.m. {58850.00 . ,,648,8s0.00 417,200.00 1 ,732,200.00 371,175.00 1,781,175.00 321,825.m .l,866.825.00 267,7s0.00 1,Wfi.00 209,6a5,00 2,009,825_0C 1 46.825.00 {,341,E25.00 2,00s,000,m 2,141,950.00 2,253,750.00 2,256,450.00 2is2.050.00 2,55{,9@.00 2,553,900,00 2,599,0s0.00 '1,841,8s0.00 1,8478s0.m 1,887300.00 1,8n,{50,00 '1,916,ss0.00 1,91 6, I 00.00 1853,550,00 1,9S5,100.00 1,990,850.00 1,990,350.00 4031,700.00 2,031,750.00 2,077,950.00 u,081,800,00 2,110,750.00 2,107.700.00 2,1{9,4m.00 2,152,350.00 2,188,5s0.00 2,190,500.00 2,219,6s0.00 {,488,650.00 (2,000.00) (27,000.00) (27,000.@) (27,000.m)) (?7,0m.00) (z/,000.m) (27,000.00) (27,000.m) (27.000.00) {27,000,00) (27,@0.00) (27,m!.00) (27,$0.00) (27,000.00) (27,000.00) (27,000.00) (27,000.00) (27,000.00) er,000,m) (27,@0.0,0) (27,000.0s) (27,000,00) (27,000.00) (27,0m.00) {27,000.00) (z,0m.m) (zI,000.00) (27,000.00) (a,000.00) (27,000.00) (27,000.['0) (27,000.00) (27,000.00) (ur,00000) (27,000,00) (27,000.00) (27,000.00) [27,000.00) (27,0m.00) (27,000.00) (27,@0.00) (27,000.00) (2,0m.00) 87,0m.00) (27,000.00) (27,000.00) (27,000.u)) (27,000.00) (2i,000.00) (27,000.00) (27,000.00) (27,0@.00) (27,000.00) (?,000.00) (27,000.00) (zI,000.00) (2,000,00) (27,000.00) (27,000.00) (2,727,000.00) 1,951.000.00 2,087,950,00 2,199,750.00 2202,4fi.00 2,498,050.00 '2,500,900.00 2,,{99,900.00 4545,050.00 1.7828s0.m 1 ,793,9s0.00 1,8$,3m.@ 1,8?3,4s0,00 1.E6ass0.m 1,E6a100,00 1.899,550!0 1,90a100,00 1,936,850.00 1 ,936,3s0.00 1,9r,,700.00 1,9rr,750.(D i.02rpso,oo e027,800.00 2,056,750.00 4053,700.m e095,400.00 2,098,350.00 2,134,6s0.00 4136,500.00 2,15s,0S.00 1,R{,650.00 7.00 7.00 7J0 i.m i* 7.00 7Ip 7.00 ro0 i.00 7.00 7.00 ,.r, 7.00 700 7.00 iJ0 7.00 700 7.00 * 7.00 ,.oo 7.00 7.00 7.00 7n0 i.00 ,lro 7.00 27,000,000 38,925,S50.00 65,925,95000 65,S25,9s0.00 0.00 (4,320,000.00) 61,60s,950.00 Dsted SBtUemsr( 12mln5 1?Mn5 AreragE Coupn Ntc TC A6irags Yistd Bood Y€ars Average Lih /lrrlued lnl8rEd 7,000000 7.097107 7.mt553 7.000000 s56,085.00 20.60 0.00 GaorgB K Baum Coopsny 5rnpuo Not Cattle Creek Metropolitan Districts #1 - #3 Garfield CountY, Colorado iirit"C Tax General obligation Bonds Series 2015 $20,00 /$1,ooo 12 Not Cattle Creek #1#3 Souices/Uses 512712010 27,000,000.00 27,000 ,000,00 23,610,000,00 2,700,000.00 540,000.00 150,000.00 0.00 27,000,000.00 Sources and Uses of Funds Sources PrincipalAmount of Bond lssue Uses Project Fund Reserve Fund Bond Discount Cost of lssuance ContingencY George K. Baum ComPanY 512712010 E)GIIBIT E Preliminary Engineering Cost Estimate Pretlminery Englneering Cost Estlmates Note:costsarebasedonunitlinearfootpricesforroad,trall,sldewalkandutilitiesandunitsquarefootprlcesforrecreatlonandlandscapedareasas presented in Plan exhiblts" Cost Summa Total Costs 1-Collector ( Subtotal Troils ond Tr?ils Strucbrres Subtotal 1 and Sewer Sewer Recreation and subtotal To&I Total Total Cash Flow Pro Forma Model Carbondale lnvestments, LtC Prepared bY 8140 Partners, LLC Engineering Consultaots La* saved: 05-19-10 1!18i20 AM \ '\' !"d. l,lr.t .-l -7 :ii '' ri!i 1,i, .+\t t,-. .: lr /ji '.Iri .. ;i :! *Y\\l: J..,.,? rt i. i1 -, "1 j I I I tl'-.tir ' '- , irr1,-% li l:ri .1..-L )\ ) : I II ,. -: '. : it lt eq ts E & E E/ e a9 a E I/ 3 d 3 tr d 6 s ; d, ts ;; I -ri: :: ' .i i'i -.'.i ,t i: ii l'r t) ,J!/. 'ili tl i, ll.1 iiI ,1, 1!\ \ t: I I I \ I \ \\ :.1 i....-i-. -- \ N \7oi # sc4..E N FEgr P@)oEll RE Notth Meuopolitan District District Roads, Alleys and Sidewalks i. =o8., 46 oo 6/7/2010 Oale:liltls Pcp&ed 8140 I \ EIhlble LLC bF 'lr it t t. l:ti :i !i ti 1t T :l 1l Ir 'dirst.: r'1 i. 3 a t E I a E 6Zg a E g6 S E 2 .a 6 B Oatc: ntle:Pplrct: RE North MettoPolitan Disnict District Potable Water SYstem Preprrcd 8140 LLC Exhlblti 6171?,010 \ (, oN h'to A uE -€ -r--r 1l'!4'?1f (J o$ o I3! i. eG Eo th a (U (Ua o ooEtr ol L. l (n a (rl L.YOI.r{prA Ag rr'l Op>.! EL "-'" 4,?6f:i.l !@ )z uluDsl :,r8 oluo'ld iln Zt:L OtNlUe :llru/3tvo lold cxosl!0i!\slu/su rnuso out}1r\suixtilors\}rJsu a $U$DptO\Md wl!{J lo xsrl - !os0\s}6yt }sJ0 oooo\suorrs3Alu 3ltooa}MJ\'t rlhv}' 3'IlJ E B Eg t E e c B .'t'4 3e E d. e 6 I o- E a s ? Er i 6S -F E-PEts-8>8 7Z? .L; u-b IEn ddd Pr$red 81rU) FStblc LLC btE I t I I i I I $.r ( I Lt u^* :)), li 4i |i,., 'i. J).t "l L.- li -1"t .J: i:"1 -,...1' '' :i|.,i Drei ProFce RE North Mettopolitan Disttict # riltc: District Raw Water SYStem 6fi12010 DTte: RENorth Metropolitan Disuict Tltlq District Storm Sewer System PmpatEd b,'l 8f40 Partn FElect: e g. P BE E E e E a Id 6 4 eE 6 3 E d 3 d E 5o Ei;!B{ HEQi- E'C5fi'' dr..clh iEe @oogdd 6ft12010 ErhlbE; LLC '? !.1 1. "'" -:#,..1., t:o" \: $;q :i.' ;- u. l; l; ..,. \,i, jJ, .I "ti ... I, ..1\ t t i,1 -i..'.1 . i, .1 {sroRll sRlr€R SYSIEA4 I \ 6,o+ato I -1 \t ri lr lr il li 1l ri il l '1"r ) &"I ,'. ll !lI i:. li it E I, \-,-.I ) l- ttrlIt li :t i t ti 1 ri li\ -t r1 !l il It Ir li ii l\it i lllri) r:'.1 iE :i l::l I ': ll : c' {A ---J,- tllr * r't l1tlIt t "g r\ t )r \ rl IrN -s li. ..- iiil I 1. r.t -7-I ltli I ( { t I I I t t I Itt \r \ a SPAC€ (m.) \ \ @@@ W t I ts !t UT \t\ (rYP.)IRAIL '\t, P E a E E 2 u, {t3 B & d 3'd 9 I d e ? =,,E, E, z 3{ = tr : s 9 \.6ce -uE..>b 3e oo Pror!Et RENorth MetroPolitan District nUc. District Parks, Open Space, Trails and Recreation Facilities Prepered 9,140 Drt!: LLC Erddblt: 5n12,010 ti :;Ji \ li I i 7t I ?), il \. rljj' ,i r=' !'r . " l:. " \r, lJ I; A,%ai.c II 1I II i-)' ii ii :l !r' li llt I l,tl.. \! -e'), -lxtst,'. E^SEII€NI ii ,' li il '': li ' l: li ii ll'.i :l ir i' I \ N \ t \\- I it :.iT1r.Mi . RE, SOIJT}I ME,TROPOLITAN DISTRICT SERVICE, PLAN RE SOUTH METROPOLITAN DISTRICT GARFIELD COTINTY COLORADO PREPARED BY MILLER ROSENBLUTH, LLC 7oo r Tth srREET, suITE 22oo DENVER, CO 80202 CHAPTER I - INTRODUCTION A. GENERAL OVBRVIE\X/ 1. MultiPle District Sttucture 2. Benefits of Dual Disttict Sttuctute a. Coordinate Services b- Fireance Management c. Bond Intetest Rates 3. Coofigutatioa of Distticts 4. Existing Services and Distticts 5. ProPettY Owner Associations 1 1 , 5 3 5 5 5 6 6 B 7 10 11 CHAPTER II - NEED FOR NEW DISTRICTS AND GENERAL POWERS C D A B. GENERAL PO$rERS OF DISTRICTS 7. Leg*LPowets 2- Other 3- Water and Sanitation 4. Streets 5. Fite Ptotection CHAPTER III - DESCRIPTION OF FACILITIES AND IMPROVEMENTS A. GENBRAL B. GENERAL DESIGN C. IMPROVEMENTS 1- Public ImProvements 2- General Operation and Maintenance CHAPTER IV - COSTS AND REYENUE SOURCES 77 77 12 72 72 73 13 74 L4 14 15 15 15 15 A. 16 16 16 16 16 16 76 1. DeveloPmeot - CzPttal Costs 2. Auoual Opetation and Mainteflaflce Costs 3. Debt Service B. REVENUE S,OURCES 1. ProPettY t"*.t 2. Facility Fees 3- User Fees 4. Specific Ownership Tax 5. Eatnings ou Curnulative Sutplus CHAPTER V - FINANCTAL PLAN SUMMARY CHAPTER VI - PROPOSED AND EXISTING AGR.EEMENTS A. INTERGOVERNMENTAL AGREEMENTS B. .AGREEMENT WITH MASTER ASSOCIATION C. OTHER AGREEMENTS/AUTHORITY CHAPTER VII _ OTHER REQUIREMENTS AND CONCLUSIONS A. REqUIREMENTS B. CONCLUSIONS EXHIBIT A - Map of Distticts EXHiBIT B - Legal Description and Map of Notth District EXHIBIT C - Ptoperty Ownet's Consent EXHIBIT D - Financing P[an for Districts EXHIBIT E - Preliminary Engineeting Cost Estimates 17 17 17 17 17 20 20 27 21 ,, 22 22 CHAPTER 1 - iNTRODUCTION A. General Overview This service Plan (hereinafter defined as "service Plan") for RE South Metropolitan District (the "South District") constitutes a service Plan for a specialdistrictthatisbeingproposedinconjunctionwithRENorth Metropolitan District (the "North District") and RE East Metropolitan District (the .,East District") (the South District, North District and East District shall hereinafter be defined collectively as the "Districts") proposed to be otganized to serve the needs of a portion of a residential and commercial community to be known as "Rivers Edge Development" (the "Deve10pment")' The Devel0pment is located at the junction of CRl13 and SH82 between SH82 and Roaring Fork River south of CR114 and north of Aspen GIen, and straddles Cattle Creek, the Roaring Fork Transportation Authority rail right-of-way' The Development consists of approximately 23g.g4 acres and contains comlnercial development' up to 1200 units of residential development including the affordable housing component required by Article 8 of the Garfield county unified Land use Resolution. A map showing the boundaries of the Districts is provided in Exhibit A. Specifically, the South District is located at the junction of cR113 and SH82 between sH82 and Roaring Fork River south of cR114 and north of Aspen G[en, and straddles cattle Creek. The south District consists of approximately 1 L2.7 actes anticipated to include 413 residential units planned for a portion of the residential component of the Development including affordable housing units and an 8,000-12,000 square foot mixed office' recreation and commerciai building. A tegal description of the south District' avicinitymapofthesouthDistrictandamapofthepropertywithinthe boundaries of the South District are attached as part of Exhibit B' Fieure I - I' at the end of this chapter, contains a general "Development Plan" for the development to be included within the Districts, including development' The Developer is the owner of all the property to be included into the South District under this service Plan and has consented to the formation of the south District, which consent is attached hereto as Exhibit c' 1 The public infrastructure to be constructed by the Districts may include some or all of the following: certain roads/signage, public trail system, potable and non-potable water lines and associated facilities, wastewater collection lines and associated facilities, water tanks, administrative and office facilities, weed and pest control, fire protection facilities and service, fire hydrants, vegetation manipulation and management, drainage, transportation facilities, public recreation improvements, and such other public improvements and facilities that may be necessary and appropriate. The East District will serve as the coordinating district for all three Districts and will provide for the operdtion and maintenance of the public infrastructure subject to intergovernmental agreement or agreements ("IGAs") with the North District and the South District. This Service Plan addresses the public improvements that may be provided by the Districts and demonstrates how the Districts propose to serve the needs of the Development. 1. Multiple District Structure [permitted under $ 32-i-1001 et seq., C.R.S.l This .service Plan is submitted in accordance with Part 2 of the Special District Act ($ 32-l-201, et seq., C.R.S.) (the "Control Act"). It defines the powers and authorities of, as well as the iimitations and restrictions on, the Districts. Each of the Districts witl stand on its own with respect to its statutory pow'ers and authority under Title 32, Article I, Part 10, including, but not limited to such general powers as the authority to enter into contracts and agreements affecting the affairs of the special district, $ 32-1-1001(lXdXI), C.R.S., the power to borrow money, incur indebtedness, and issue bonds, $ 32-1-1001(1)(e), C.R.S., and the power to furnish services and facilities outside the special district and to establish fees for such services and facilities, $ 32-1-100i(1Xk), C'R.S., all as set forth and as may be limited by the provisions of this Service PIan. The coordination of this Service Plan with the service plans for the North District and the East District wiLl help assure proper coordination of the powers and authorities of the independent Districts and will help avoid confusion regarding the separate, but coordinated, purposes of ,the. Districts' Where 2 necessary specific reference to one of the Districts may be made to help distinguish the powers and authorities of each of the Districts. The "Financial Plans" discussed in Chapter V refer to the combined financial plans for the Districts. The East District wiii be responsible for managing the construction and operation of public facilities and improvements needed for the Districts. Each of the Districts will be responsible for providing the funding and tax base needed to support the Financial Plans for such capital improvements. IGAs are expected to be executed by the Districts clarifying the nature of the functions and services to be provided by each of the Districts. The IGAs will be designed to help assure the orderly development of essential services and facilities resulting in a community which will be both an aesthetic and economic asset to Garfield County (the "County"). It is anticipated that the East District will construct or acquire the public infrastructure, and each of the Districts will finance the , construction of such infrastructure, some of which may be conveyed to the County, Colorado Department of Transportation ("CDOT"), or Roaring Fork Water and Sanitation District (the "RFWSD"), as appropriate. The Districts may also contract with a qualified entity to operate the Districts' water systems and wastewater facilities and otherwise provide water or wastewater service or both. The Districts may also operate their own water systems and wastewater facilities through the East District. The East District will initially own and operate certain public faciiities and infrastructure throughout the Development. Subject to the mill levy limitations set forth herein, combined the Districts will generate the tax revenue sufficient to pay the costs of the capital improvements as described herein and associated operations and maintenance. The formation of these Districts will create several benefits for the residents of the Development and the County. In general, those benefits are: (a) providing for the construction, administration and operation of public improvements necessary to serue the Development, and delivery of those improvgments in a timely manner; (b) 5 maintenanceofreasonablyuniformandlimitedmilileviesandreasonabletax burdensonallareasoftheDevelopmentthroughplopermanagementofthe financingandoperatioaofpublicimprovements;and(c)assuredcompliance rvithstatelawsregardingtaxationinamannerwhichpermitstheissuanceoftax exemptdebtatthemostfavorableinterestratespossible.Eachofthese conceptsisaddressedingreaterdetailinthefollowingparagraphs. 2- Coordinated Services [permitted under $ 32-1-1001 et seq'' a. C.R.S.J. As presently planned' the D evelopment wilL proceed in several phases, each of which wili require the will assure that the construction and extension of Public services and facilities' The multiple district structure op eration of each phase of pubiic facilitie s wiit be administered in a manner consiste nt with a long term construction and operations Program' Use of the East District as the entity responsible for providing for the construction of each phase of imProv ements and for management of operations will facilitate a well- planned financing effort through all phases of construction and wilL assist in assuring coordinated extension of services' ., - --t--a^ Themultipledistrictstructureassuresthefinancingoftheconstructionof the infrastructure for the final phases of tbe Development through the Districts' The East District will be obligated to provide the construction services to the DistrictsandtheDistrictswillbeobligatedtopayforsuchservicespursuantto thelGAandsubjecttotheprovisionsandlimitationssetforthherein.Asa tesult, the landowners of the first phases of the Development cannot alter the overallfinancialstructurefortheDevelopmentthroughtheboardofdirectorsof the Districts. Since the East District is exclusively comprised Of commercial development,thecontroloftheEastDistrictwillremainwiththeownersofthe parcelsthatmakeuptheboundariesoftheEastDistrict,thefinancial commitmenrcmadethroughthelGAandthisServicePlanguaranteethatthe requiredlevelofquaiityofconstructionforsuchinfrastructurewillbe maintained throughout the Development' Themultipledistrictstructulewillalsohelpassurethatpublicfacilities 4 and services needed for future build-out of the Development will be provided when they are needed, and not sooner. Appropriate development agreements betwben the East District and the Developer will allow appropriate timing of financing aud construction of improvements within the Development as may be required in agreements between the Developer and the County. This, in turn, allows the full costs of public improvements to be allocated over the build-out of the Development. b. Finance Manasement Allocation of the responsibility for paying debt for capital improvements will be managed through development of financing plans for those improvements and through development of an integrated operating plan for long term operations and maintenance. c. Bond Interest Rates The multiple district structure is less risky and will allow bonds or other obligations to be issues to finance public improvements at lower rates than if a single special district is organized. Through the multiple district structure, bonds are issued by each of the Districts as actually needed and when supportable by assessed values, thus resulting in Iower interest rates. 3. Configuration of Districts In order to implement the multiple district structure, the boundaries of the Districts need to be carefully configured. The East District will contain approximately 11.9 acres, the South District will contain approximately 112.7 acres, and the North District will contain approximately 115.3 acres. The combined acreage of the Districts includes all acreage within the Development. No residential units will be located within the East District; which shall contain 30,000-50,000 square feet of commercial retail space and a hotel consisting of approximately I50 rooms. The South District will contain an estimated total of approximately 413 residential units ranging in size and price, including affordable housing units and a 6,000-i2,000 square foot mixed office, recreation and commercial building. The North District will contain an estimated total of 7g7 residential units ranging in size and price, including afford.able housing units and an elementary school on a rz.1 acres site.. The projected population of the 5 Developmentatfullbuild-out(tobecompletedin2a2qisapproximatelyS,l20 pelsons(includingpermanentandsecondhomeresidents,assuming2.6personsper livingunit),andtheprojectedtotalresidentialassessedvaluationisapproximately $43,501,824 may be included in the Districts' It 1S possible that additional property of one huudred Percent (100%) of Under Colorado law, the fee owner or owners anY ProPertY proposed for inclusion may Petition the Board of Directors of the District for inclusi on of allnexation of property into the District' Additionally' Iess than one huudred percent (100%) of the owner s of an area nfly petitioa District for an incl usion election, or a Board may adopt a resolution calling for an election on inclusio n of the ProPertY' However' the Board of Directors must weigh the benefits of including additional property against the ob ligation of providing services to the perty within the boundaries of the included property' Including significant pro debt or electoral authorization is Distri cts is unlikely unless no increase rn exclude ProPerties within the required-The Districts may include and of boundarY does not imPact the DeveloPment if propertY uses change' This tYPe financing or Provision of services bY the Districts i$32-L-203, C'R'S'l' There are 4 in existence in the DeveloPment area that have the currentlY no other entities the design, financing and constructiou of abilitY and/or desire to undertake The CountY does not consider it imProvements needed for the DeveloPment' services and facilities contained feasible or Practicab le to paY for all the necessary in this Service Plan for the Deveiopment' Consequentl y, use of the new Districts is deemed necessary for the Provision of these Pubi ic imProvements in the DeveloPment' enter into agreements' including IGAs' with other The East District can beyond those operation and maintenance entities for operations and maintenance Ian to be done by existing entities' services identified within this Service P [permitted under $ 32- i - 5 1o 01(1 master )(k), C.R.S'l' In addition to the Districts' property owner association and' possibly' it is intended that there be a sub-associations which will' 6 to the greatest extent possible, integrate functionally and. operationally with the Districts B The 2009 certified assessed valuation of all taxable property (classified as either suburban residential, rural residential, or commercial general) within the boundaries of the Districts is estimated to be approximately $3,63 g,160. The initial assessed valuation of property within the North District is expected to be approximately S 1,642,2601 the initial assessed valuation within the South District is expected to be approximately $ 1,632,200; and the initial assessed valuation within the East District is gxpected to be approximately $364,700. The Districts shall not issue or incur any debt, bonds, notes, contracts, or other obligations for the payment of which the Districts will be contractually obligated to impose an ad valorem property tax. except as described in this parugraph' The Districts may contractually obligate themselves to impose an ad valorem property tax for the payment of any bonds, notes, contracts, or other obligations (including without limitation obligations issued or incurred for the payment of capital costs, operations and maintenance costs, or any other costs), only in an amount not in excess of fifty (50.00) mills for all of such obligations; provided however, that in the discretion of the Districts that are obligated, such obligations may provide that, in the event the method of calculating assessed valuation is changed after the date of the original approval of this Service plan, the mill levy limitation provided herein may be increased or decreased to reflect such changes, suclt increases or decreases to be determined annually by the Board of Directors of the Districts that are obligated in good faith (such determination to be binding and final) so that to the extent possible, the actual tax revenues generated by the mill levy, as adjusted, are neither diminished nor enhanced as a result of such chances; 20i0 shall be the base year for such calculations. The Districts shall be subject to the following additional limitation relating to its mill levy: of the fifty (50) mills limit set forth in the foregoing sentence, the Districts may contractually obligate themselves to impose an ad valorem property tax for the payment of any bonds, notes, contracts, or other 7 obligationsfordebtservice,oniyinanamountnotinexcessofthirty-five(35) mills for all of such obligations for debt service; provided 'however, that. in the discretionoftheDistrictsthatareobligated,suchobligationsmayprovidethat, intheeventthemethodofcalculatingassessedvaluationischangedafterthe dateoftheoriginalapprovalofthisServicePlan,themilllevylimitation providedhereinmaybeincreasedordecreasedtoreflectsuchchanges (,,Gallaghe rized"),such increases or decreases to be determined annually by the BoardofDirectorsoftheDistrictsthatareobligated.ingoodfaith(such determination to be binding and final) so that to the extent possible, the actual taxrevenuesgeneratedbythemilllevy,asadjusted,areneitherdiminishednor enhancedasaresultofsuchchanges.Fotpurposesoftheforegoingprovisions' (i)uchangeintheratioofactualvaluationtoassessedvaluationshallbe deemed to be a change in the method of calcurating assessed varuation; and (ii) 2010shallbethebaseyearfortheratioforactualvaluationtoassessed valuation' The maximum principal amount of any bonds' noteso or other evidencesofaborrowingissuedbytheDistrictscombinedlimitedtax obligation bonds shall be limited to a maximum of $40'500'000' TheanticipatedcostofimprovementsbornebetweentheDistrictsand the Developer are contained in chapter Iv. Subject to the limitations set forth herein,theDistrictsmayobtainfinancingforthecapitalimprovementsneeded fortheDeveiopmentthroughtheissuanceoflimitedtaxobligatioubondsor otherdebtinstrumentsbytheDistrictsandfromrevenuebondsorother instrumentsissuedbytheEastDistrict.Limitedtaxobligationdebtwillbe payablefromrevenuesderivedfromadvalorempropertytaxesandfromoth6r sources' The Districts will issue limited tax obligation debt after determiuation that the assessed valuation is sufficient to pay debt service with reasonable mill levies that do not exceed the timitations set forth herein thereby reducing risk to property owners. The preriminary financial forecasts for the Districts are contained in Exhibit D to this Service Plan' These "Financial plans- demonstrate one method which might be used. by the Districts to finance the costofthepublicinfrastructure.Atthetimebondsorotherdebtinstrumentsare I proposed to be issued, alternative financing plans may be employed and may be utilized by the Districts subject to the timitations set forth herein. The Financial Plans demonstrate that, in 2010 dollar, the cost of public infrastructure described herein can be provided with reasonable mill levies that do not exceed the limitations set forth herein, specifically established at 35.00 mills for debt service and i0.00 mills for all operations, including without limitation administrative, operating and maintenance services, for a total of 45.00 mills overall. The figures contained herein depicting costs of infrastructure and operations will not constitute legal limits on the financial powers of the Districts subject to the mill levy limitations set forth herein; provided, however, that the Districts shall not be permitted to issue bonds which are not in compliance with the bond registration and issuance requirements of colorado law. Lirnited tax obligation debt issued by the Districts will lirnit the responsibility for repayment of such debt to the Districts. All financial obligations issued or incurred by the Districts shall state therein that they are solely the obligation of the Districts issuing or incurring the obligation, and that the County is not in any way liable for such Districts' obligation. Mill levies paid by the Project residents are expected not to exceed 45.00 milis, Gallagherized. Any bonds, notes, contracts, or other financial obligations issued to the Developer as consideration for a loan or advance shall be subject to redemption, at the option of the Districts which are obligated for the payment thereof, on any date after issuance, at a price of par and accrued interest, without redemption premium, and shall not be issued at a net effective interest rate higher than 35%in excess of the rate per annum determined on the date of issuance pursuant to the most recent "Bond Buyer weekly yields 20 Go', index (the "Index") published in the "Bond Buyer', as the general obligation bond yield for 20 year maturity general obligation bonds, or if such Index becomes unavailable, such other index as may be determined by the Districts to be comparable to the Index. The foregoing shall not apply to obligations issued or sold in a public 9 offering. As used herein' "Developer its successors and assigns' and any e: Investments, LLC or which is owned LLC. includes Carbondaie lnvestments' LLC' ntity which owns or controls Carbondale or controlled by Carbondale Investments' any All imProvements, facilities' an d other ProPerties paid for or financed bY of the Districts shall be public impro vements, owned by the East District or another aPProPr iate political subdivisio n of the State' C lg 32-r-202(2 ), c.R.s.l This Service PIan includes numerous items that are included in order to satisfY the requirements of law for formation of special districts' Those items are contained in exhibits include the following ies of the Districts Exhibit A - map showing the boundar and maP of the South District Exhibit B - legal description' vicinity Exhibit C -property owner's consent Exhibit D - financing plan rtes (including drawings Exhibit E - preliminary engineering cost estrma indicating preliminary location of improvements) TheassumptionscontainedwithinthisServicePlanwerederivedfroma varietyofsources.Infotmationregardingthepresentstatusofpropertywithin theDistricts,aswellasthecurrentstatus*u,:j":.::]futurelevelofservices, was obtained and provided bv the Developer' Construction:::: ::'-:ti::s were assembledbytheDeveloper,spersonnelandconsultantswhohaveexperienceand access to experienced consultants in the costing and construction of simiiar facilities. Financial advice has been supplied by George K' Baum Company' whichhasextensiveexperiencewithColoradolocalgovernments.Lega|advice intheprePalationofthisService,,,*".n,ou't.bythelawfirmofMiller Rosenbluth,,LLc,whichrepresentsnumerousspecialdistricts.TheDistricts intend to use Brownstein' Hyatt' Farber' Shreck' LLP as bond counsel' D. Modification of Sewice Plan' [$ 32-1-204(4)' C'R'S'] This Service plan has been designed with suffrcient flexibility to enable the Districts to provide required services and facilities for the Development ,nder evolving t0 circurnstances without the need for numerous amendments. while trre assumptions upon which this Service Plan are generally based are reflective of current zoning for the property within the Development, the cost estimates and Financial Plans ate sufficiently flexible to enable the Districts to provide necessary services and facilities without the need to amend this Service plan as zoning changes' Modif,rcation of the general types of services a,,d facilities, and changes in proposed configurations, Iocations, or dimensions of various facilities and improvements shall be permitted to accommodate development needs consistent with then-current zoning for the property. FIGURE I-1 DEVELOPMENT PLAN Devel ment Plan for the Districts: 30,000-50,000 square feet of commercial retail space and a hotel consisting ofapproximately 'An 8,ooo-12 ,000 square foot district-owned mixed office, recreation and i50 rooms. commerc ial building (about ZOl3), and school district-o wned elementary school(about 2017) are excluded from this list as non_taxable. The South District's s cific deve t A district-owned 8,000-12,000 square foot mixed use o ffice, recreation andcommercial building will be constructed approximately 2013 CHAPTER IT - NEED FOR NEW DISTRICTS AND GENERAL POWERS A. Need forMetropolitan Districts I$ 32_l _203(l),C.R.S.l The property within the boundaries of the North District and the South District is currently vacant land and the property within the East District currently contains some commercial uses. No other governmental or quasi_ g6vernmental entities exist which will finance the construction of the facilities 3 Year 20tI 2012 2013 2014 20ts 2016 2017 201 8 2019 2020 2021 2022Units Constructed 0 0 s1 108 1s1 207 267 237 116 45 18 0 Commercial Development Completedl'2 0 0 0 0 0 2s%50%2s%0 0 0 0 Year 2011 2012 2013 2014 201s 2016 20t7 2018 2019 2020 2021 2022Units Constructed 0 0 36 6s 94 t5 33 44 ?o 29 10 0 11 described herein' The agreements referred to in Chapter VI hereof will address anddefinetheactivitiestobeundertakenbyvariousentitieswithregardto public improvements and their operation and maintenance' B. General Powers of Districts t$ 32-1-100i' C'R'S'] ThesouthDistrictwillhavepowerandauthor':,.oprovidetheservices andfacilitiesdesoribedinthisChapterbothwithinandoutsideitsboundariesin accordance with raw. The powers and authorities of each of the Districts relative toeachotherwillbealiocatedandfurtherrefinedinthelGAsbetweerrthe Districtswhichmaybevoteduponandapprovedbytheirrespectiveelectorates' ForpurposesoftheControlAct,thelGAsshallnotconstituteanamendmentof this servige pran. They wilr, however, constitute binding agreemeuts between the Districtsregardingimplementationofthepowerscontainedintheirrespective Service Plans' :r^ +Lo r^llnrxrins services and ThesouthDistrictshallhaveauthoritytoprovidethefollowingserl facilities,whichshallincludethedesign'acquisition'installation'construction' operationandmaintenanceofthesalne.Inanyevent,eachoftheDistrictsmay provideorberesponsiblefortheprovisionofatleasttwo(2)ofthefollowing services pursuant to the statutory requirements of a Metropolitan District as defined in$32.1-103(10),C.R.S.:fireprotection,mosquitocontrol,parksandrecreation, safetyprotection,sanitation,solidwastedisposalfacilitiesorcollectionand transportation of solid waste, street improvements, television relay and translation; transportation and water' n:_a_: ed by their l.LegalPowersThepowersoftheDistrictswillbeexercls| BoardsofDirectorstotheextentnecessarytoprovidetheservicecontemplatedin theirrespectiveservicePlanssubjecttothelimitationssetforththerein.The foregoingimprovementsand,"*i"",,alongwithaitotheractivitiespermittedby iaw,willbeundertakeninaccordancewith,andpursuantto,theproceduresand conditions contained in the special District Act, other applicable statutes' and this ServicePlan'asanyorallofthesamemaybeamendedfromtimetotime' 2.otherlnadditiontothepowelsenumeratedabove,theBoardof DirectoroftireSgutlrDistrictshallalsohavethefollowingauthority: lz a. To amend this Service pran as needed, subject to the appropriate statutory procedures, includin g, by written notice pursuant to $ 32- 1-207, C'R'S' notice of actions which the South District believes are permitted by this Service Plan but which may be unclear. The County shall be deemed to agree that any such actions or activities are within the scope of this Service Plan if it does not seek to enjoin any such actions or activities und.er the statute' The South District shall have the right to amend this Service plan independent of participation of the other Districts; provided, that the south District shall not be permitted to amend those portions of this service plan which affect, impair, or impinge upon the rights or powers of the other Districts without such Districts' consent; and b- To forego, reschedure, or restructure the financing and construction of certain improvements and facilities, in order to accommodate better the pace of growth, resource availability, and potential inclusions of property within the Districts, or if t'he development of the improvements and facilities would best be performed by another entity; and c' To provide all such additional services and exercise all such powets as are expressiy or impliedly granted by Colorado law and which the south District is required to provide or exercise or, in its discretion, choose to provide or exercise; and d' To exercise all necessary and implied powers under Title 32, C'R's' in the reasonable discretion of the Board of Directors of the South District This Service Plan is intended to be flexibie so that modifications which are not significant or material rvill not necessitate amendment of the Service PIan. 3 ' Water and Sanitation It is anticipated that the potable water and sanitation facilities and improvements will be dedicated to RFWsD and shall comply with the RFWSD's Rules and Regulations, as adopted and amended from time to time' To the extent that these improvements are not dedicated to RFwsD, the East District shalr own, operate and maintain them. 4 Streets It is anticipated that the improvements made to sHg2 shall 13 be dedicated to CDOT' To the extent that these improvements are not dedicated to cDoT, the East District sharl own, operate and maintain them' 5.FireProtectionTheDistrictsshallreceivefireprotectionservices from the Carbondale and Rural Fire Protection District' CHAPTERIII-DESCRIPTIONoFFACILITIESANDIMPR0VEMENTS TheSouthDistrictwillbepermittedtoexercisetheirstatutorypowers anditsrespectiveauthoritysetfortlrhereintofinance,consttuct,acquire, operateandmaintainthepublicfacilitiesandimprovementsandprovidethe servicesdescribedinChapterllofthisServicePlan.eitherdirectiyorby agreement.Ifapproptiate,thesouthDistrict*:,":*'actwiththeDistrictsor various other pubric and/or prrvate e,tities to undertake such functions or '*'i;:T:T,l#:T;1il:I-11; chapter show the conceptuar pian ror the public facilities and improvements described in chapter II hereof' Detailed information for each type of pubiic improvements needed for the Development issetforthinthefollowingpages.Itisimportanttonotethatthedescriptions containedinthisChapteraEege:neralandconceptualinnatureonly,andthat modifications to the tvpe' ""'n;;t":' i:i,:t:t]""t of improvements will be necessary as development proceeds. Facilities wiir- be designed in such a way as to assure that the fac,ity and service standards wiII' be compatible with those oforrequiredbytheCountyandofothererrtitieswhichmaybeaffected therebyoraSotherwisesetforthintheDevelopmentapprovalbytheCounty and any applicable annexation agreements' Thefoll.owingsectionscontaingeneraldescriptionsofthecontemplated facilitiesandimprovementswhichwillbefinancedbythesouthDistrict. A. General - :r:r:^^ o-.1 imnrovetrIents will be Construction of all planned public facilities and improvem scheduledtoallowforpropersizingandphasingtokeeppacewiththeneedfor service' AII descriptions of the specific facilities and improvements to be constructed,andtheirrelatedcosts,,areestimatesonlyandaresubjectto 14 modification as engineering, development prans, econolnics, and appricabre legal requirements, and construction scheduring may require. B. General Desien Standards Improvernents within the south District will be designed and installed by the East District in general conformance with current standards adopted by the East District and established through the Development requirements or as may be further required, if appropriate, in an applicable subdivision improvements agreement or an IGA. All improvements to be dedicated to a qualified entity shall comply with such entity's rules and regulations. C. Improvements i. Public Improvements The primary improvements to be operated and maintained by the East District on an on-going basis include those associated with streets, storm drainage, park and recreation and other services as described herein. coordination between the Districts and RFWSD regarding potable water and sewer facilities and services may be necessary. other associated improvements that will be operated and maintained by the East District or by the Master Association will be landscaped entrances and other common oPen areas (such as parks) and recreation facilities, transportation facilities, bike/recreation/pedestrian paths, right-of-way maintenance, street lighting, street signs, safety protection facilities, parking facilities, aad other rmprovements set forth in this Service plan. constructed by the East District. Only public improvements will be The Districts' capitar cost recovery wiu be based solery upon the financial capability of the Districts effecting such recovery. on_going maintenance and operation and adininistration costs will be recovered based solely on the Districts' ability to pay within the confines of established fees and charges as contained herein, subject to the use of tax revenues for non-fee based services such as maintenance of drainage facilities, and wild.fire-related vegetation. )Once constructed, these iprprovements often become the responsibility of either the general purpose 1s governmentorahomeownelsassociationtooperateandmaintain.Whenoperated byapropertyownersassociation,neitherthebenefitsoftaxexemptionorof governmentalimmunitybecomeavailabletothepropertyownersassociation responsiblefortheongoingoperationsandmaintenance'Tlrisisthereasonthat this service plan proposes that the East District is empowered to take con*olo whereapplicable,fromtheDevelopertheaspectsofcapitalimprovementswhich mayincludethedesign,acquisition,installation,ownership,asweliasthe operationandmaintenanceoftheseandotherpublicimprovements,dependingon thedeterminationoftheBoardsofDirectorsoftheDistrictsandtheMaster Assoeiation co*ceming the appropriate arlocation of these responsibilities as limited bY this Service Plan' CHAP A. TER IV - COSTS AND REVENUE SOURCES The develoPment-caPital costs o f the are estimated to be $60'354 ,388 and $27,494'800 for the South specificallY, as shown in the Pr eliminarY engineerrng cost estimates included in Exhibit E'At full develoPment 1 Districts District 7 (202s),the annuai operation and maintenance costs of the East District totals $ 1,500,000. 3. D,lsllSelliee It is anticipated that the East Distrt" t:limited tax general obligation bonds to cover a portion of the approximately $60,354,38gor"o,t,'Theseiimitedtaxgeneralobligationbondswillprovide foratotalmilllevyoftheDistrictof35.00millsfordebtservicesothatno utrexpectedburdenwilioccurtotheresidentsoftheDevelopment.Accordingly, thedebtserviceschedulewouldd.ependupoB,theabitityoftheDistrictsto producefundsavailablefordebtseryiceattheestablishedratesfromthe revenue sources detailed in the following subsection' B' % A mill levy of 45'00 mills is'proposed to be 16 DdveloPment-CaPital Costs assessed by the Distri.cts generating approximately 34,300 per year for each $1,000,000 of assessed value. This property tax (which will be in addition to any homeowners association dues or fees) will be income tax deductible to the property owner. The tax will be used to pay for each of the Districts, operation expenses, debt obligations, and other associated expenses. 2. Facility Fee A facirity fee of one percent (l%) of the home sale price of each residential unit shall be assessed within the North District and the South District and is expected to produce a total of $4,983,502 through 2045. 3 ' User Fees Various user fees will be used to assist with operations and maintenance of various improvements. These fees may include, but not be limited to user fees charges for use of community facilities; user fees for potential internal transit system and a raw water system fee. 4' Specific Ownership Tax The Districts shall receive specific ownership taxes from the County, which are expected to produce a total of $3,817 ,770 through 2045. 5' Earning on Cumulative Surplus Interest earnings are projected to be one percent (i%) on the cumurative surplus of any bond issuance. CHAPTER V - FINANCIAL PLAN SUMMARY IO 32-1,-202(2Xb), C.R.S.] Attached to this Service Plan as Exhibit D are Financial plans which show how the proposed services and facilities may be financed and operated. by the Districts. The Financial Plans include the proposed operating revenue derived from ad valorem property taxes to be used by the East District. The Master IGAs are expected to provide that the obligation of the Districts to pay the East District for operating expenses incurred for provision of services to property within the respective District shall constitute "debt" of the that District. Accordingllr, rnill levies certified to make necessary payments to the East District will be characterized as debt service mill levies notwithstanding that they are imposed to pay contractual obligations for operations and maintenaace services provided by ttre East District' Thrj pistricts anticipate borrowing its initial operating funds L7 fromtheDeveloperuntilsuchtimeastheDistrictsabletogenerateoperating revenues. - J J^L+ iacrrance bv the Distric TheFinanciaiPlansincludetheproposeddebtissuancebytheDistrictsand shows how the f,rnanciar operations or ,t " Districts wilr be coordinated' The East District is expected to issue timited tax obligation debt supported by ad valorem miil levies as limited herein from the revenlle available from a 45'00 mill levy (whichincludes35.00millsfordebtobligationsand10.00-i,i-11:erating expenses).Thismechanismwillhelpassurethetransitionofappropriatetax revenue to the payrnent of debt issued to provide services for the Development' It is presently anticipated that the East District will issue limit ed tax general obligation bonds'otherstructuresmaybeusedandtheDistrictsshallbeentitledtomodify the proposed structure of the Financial pia,s by causiug the East District to obtain fundingdirectiyfrorntheDeveloperoitslender,orassignsoftheDeveloper, provided that all such borrowing shall comply with the requirements of state law and this Service pran regariring rimitations on the amount of rimitett tax obligation debt which may be issued. For example, the East District will be entitied to obtain funding from the Developer rather than issuing rimited tax generar obligation bonds andagreetolepaytheDeveloperfromrevenuesourcestowhichtheEastDistrict mightotherwisebecomeentitledpursuanttothe].4asterlGAorotheragreements. Subject to the lirnitations set forth herein, the Districts shall have the ability to utilizeexcessdebtcapacitywhichmaybedevelopedwithintheDistrictsifthe assumptionscontainedintheFinancialPlansalemoleconservativethanwhat actually develops rvithin the Development' ThebalanceoftheinformationcontainedinthisChapterofthisServicePlan is preliminary in nature. AII dollars are stated in 2010 dollars. upon approval of this Service plan the Districts will continue to devel0p and refine cost estimates contained herein and prepare for bond issuances. Alr cost estimates w,l be inflated to current dolrars at the time of bond issuance and construction' Engiueering and other contingencies as we, as capitalized interest and other costs of frnancing will beadded.Allconstructioncostestimatesassumeconstructiontoapplicablelocal, state or federal requiremeuts' 18 The maximum general obligation indebtedness for the Districts is not expected to exceed $40,500,000; and the maximum general obligation indebtedness for the South District is not expected to exceed $40,500,000. The South District shall have authority to finance and construct all facilities contemplated herein without the need to seek approval of any modification of this service plan. The South District shall also be permitted to seek debt autho rizationfrom its electoratesin excess of this amount to account for contingencies provided that any suchauthorization sha, not exceed the milr levy rimitation of 50.00 mils,Gallagherized' Reasonable modifications of facilities and cost estimates shalllikewise be permitted. subject to the limitations set forth herein, finaldetermination of the amount of debt for which approval will be sought from thesouth District's erectorate from time to time wil be made by trre Board of ' Directors of the south District based on then-current estimates of construction costs' issuance costs, and contingencies. Authorization to issue bonds as provided herein and enter into various agreements described herein will be sought from thesouth District's electorate pursuant to the terms of the Special District Act and the Colorado Constitution as amended from time to time. In addition to ad valorem property taxes, and in order to offset the expensesof the anticipated construction and the East District operations and maintenance costs' the Districts will also rely upon various other revenue sources authorized bylaw' These will include the power to assess fees, rates, tolls, penalties, or charges as provided in g 33-I-100r(D, c.R.s., as amended. The Financiar prans assume various sources of revenue including ad valorem property taxes, specific ownership taxes, and facility fees, together with interest earnings on retained amounts. The Financial Plans do not project any significant accumulation of fund balances which might represent receipt of revenues in excess of expenditures under the TABOR Amendmeut' It is anticipated that eertain of the operations of the East District will qualify as "enterprises,, under the TABoR Amendment.If its operations do not qualify as enterprises under TABoR, revenue from all sources which exceed the permitted level of expenditures in a given year willbe refunded to taxpayers unless a vote approving the retention of such 19 revenues is obtained' To the extent annual District t'"'"::^"-:"exceed expendituresinthismannertheDistrictswillcomplvwith*:-:t::::ionsof TAB'R and either refuud the excess or obtain voter approval to retain such amounts ities and imProvements to be c onstructed The estimated costs of the facil the costs of acquisition of [and, and and installed bY the Districts including engineering services'legal services, admini strative services' initial proPosed related to the facili ties and indebtedness, and e constructed and instal other major expen'ses led are not exPected to exceed improvements to b izational costs will be reim bursed to the DeveloPer bY the $60,354,388' Organ initial revenue sources incl uding debt instruments' Districts out of their nds will be eighteen Percent The maximum voted interest rate for bo wer. This maximum rate is set (18%); but the exPecte d issuance rate is much 1o unforeseen matket conditions' at this level just to acco mmodate some currentiy wiil be voted at five Percent The ProPosed maximum underwriting discount ted that the actual di scount will be lower for the (5%) although it is exPec It is estimated that the limited tax limited tax obligation bond issues' obligati on bonds or other forms of indebtedness, when ance Pursuant to state statutes' issued, will mature not more than forty (40) Years from date of issu In the discr etion of the Bbards of Direc tors, the Districts maY set uP other to manage, fund' construct and oPerate facilities' services' qualifYing entities law, anY entitY created bY the .I: and Programs' r o the extent allorved bY Districts wili remain under the control of its Boards of Directors' te that the Districts will have the The Financial Plans demonstra ed indebtedness with reasonable financial capability to discharge the Propos easonable increases in assessed mill lev ies as limited herebY assuming r estimated in the Financial Plans valuation and assuming the rate of build-out CHAPTER VI - PROPOSED AND EXISTING Ipermitted AGREEMENTS under $ 32-1- 1oo1(1XdXI)' A "'*'t''o. noted in this Service plan, the relationship between the East District' 2A the North District and the South District, including the means for approving, financing, constructing, and operating the public services and improvements needed to serve the Development wili be established by means of IGAs to be exeeuted by the Districts. The IGAs will establish procedures and standards for the approval of the design of faciiities, transfer of funds between the Districts, and operation and maintenance of the facilities. The IGAs will also provide for coordinated administration of management services for the Districts. The East District witl be responsible for initial review and approval of plaus for construction of public improvements within the Development, except as to potable water and sewer facilities to be dedicated. to Roaring pork Water and sanitation District, in which case> the provisions of RFWSD,s Rules and Regulations apply- The East District will be responsible to submit any plans necessary for such improvements which it will construct. The purpose of tlis structure is to eliminate any need for the County to be involved with Developers in the day-to-day review and approval of the District or Developer improvements within the Development and to minimize the number of individuals with whom the county must deal in any review and approval process or may be required beyond the Development approval process. B. It is anticipated that the Service District will enter into an agreement with a Master Association for the integration of functions to the greatest extent legally possible to minimize costs and maximize benefits to both entities and their constituents. c. other Agreements/Authority [permitted under $ 32-1-100 r(r)(d)(I), c.R.s.l To the extent practicable, the East District may enter into or assume assignment of additional intergovernmental and private agreements to ensure better long-term provision of the improvements and services and effective management' Agreements may also be executed or assignment of agreements may be executed with other service providers. Atl such agreements are 2L authorizedtobeprovidedbyeachpursuanttoColoradoConstitution,Article XlV,Sectionls(2Xa)andSection2g:1-20!'etseq''ColoradoRevised Statutes. CHAPTER VII - OTHER REQUIREMENTS AND CONCLUSIONS A.RequirementsTheSouthDistrictshallbesubjecttothefollowing additional t"-rTil:],:" of annual reports as described in $ 32-1-207(3)' C.R.S. 2.MaterialmodificationsofthisServicePlanshatlbesubjectto approvalbytheCountyinaccordancewiththeprovisionsof$32-1-207,C'R.S. B. Conclusions It is submitted that this S^:::ice Plan for RB South MetropolitanDistrictasrequiredby$32-t-203(2),C'R'S.,hasestablished that: 1. There is sufficient existing and projected need for organized service in the area to be served by the North District; 2.TheexistingserviceintheareatobeservedbytheNorthDistrict is inadequ ate fanpresent and projected needs; 3' The North District are capable of providing economical and ' e to the area within its boundaries; sufficient servlc 4,TheareaincludedintheNorthDistrictdoeshave,andwillhave, thefinancialabilitytodischargetheproposedindebtednessonareasonable basis; 5Adequateserviceisnotandwillnotbeavailabletothearea througlranyotherexistingmunicipalorquasi-municipaicorporations includingexistingspecialdistriotswithinareasonabletimeandona comparabl" o''il" *'u"' and service standards :: T^,):::.:':t"t" are compatiblewiththefacilityandservicestandardsofGarfieldCounty; l,TheproposalisinsubstantialcompliancewitlrtheGarfieldCounty Master plan adopted pursuant to g 30-28-108' c'R's'; )) 8. The proposar is in compriance with any dury adopted counry, regional, or state long-range water quality management plan for the area; and 9 ' The ongoing existence of the North District is in the best interests of the area proposed to be served Therefore, it is requested that the Board of county commissioners of Garfield county, colorado, u'hich has jurisdiction to approve this service plan by virtue of $ 32- r-204 5, c.R.s., et seq., as amended, adopt a resolution which approves this Service plan as submitted. 23 EXIIIBIT A MaP of Districts DISTRICT llil rl il jt it !iit/,r :)_ '\. \r:.\ RE METRO I lr 1l i! tl I ii l\, d I E B E E d ts I P 2 I 6-E"E5 g- ={o P'e 1=s4E J u-ao lEe 14 oo PROPERTY METRO DISTRICT Tttl!: COrrsF-g1TATtON EASEUEtrIT Greek No Prcrett RE South, Nont, and East Mettopolitan District Composite District Boundary Map RE South, North, and East Dst!: PrPrEd b)4 8140 Pa i\ ii rtners, LLC ExhlbE 6nt2010 tr i.4., EAST 1^ -Jl tr -,a) i\ rd- ll t I EXHIBIT B LegalDescription and Map of South District (RE South tristrict) A parcel of land. situated in section 7 and sectsion 3.8, Township Z south, Range ggWest, and ln Section L2, Toranship 7 Southl Range 89 West of the Si:rth principalt'leridian, county of Garfleld, state of coLorado, and being more particularrydescribed as follows: commencing at a GarfieLd county surveyorr s ? L/2 inch Brass cap found Ln place atthe Southeast Corner.of said section 7; thence, N 65"43,09" W a distance of 3g4.0.11feet to the true point of beginning of the parcel described herein, wit,h aLlbearings being relative to a bearj,ng of N 89'29t4?', I.{ on the line bet.ween saidBrass Cap and a Garfie]d County Surveyorrs 2 l/Z inch.,Brass Cap found in place eowitness ghe Soirth I/4 corner of said Section 7;thence, S 26'01.'39" E a distance pf 74.12 fe,eyiLhence. S 31"30r09. D a distance of -?:-.62 teeXtthence, S 09"58,{0" W a distance of L06.08 feet;thence, S 08"02r07r W a distance of j.55.3g feet;thence. S 68"39'34', W a distance of 63?.65 feet,.thence, S 22"L0 '48n l,il a distance of 156.40 feet,.thence. S 00"40'32', t{ a distance of LgA-Zl feetiEhence, S 3l-'14,28" E a dlstance of 16I.64. feet;thence, S 30'48rL5', E a distance of 123.96 feet;thence, S 30"24t13* E a distance of LA.J..L-t feet;thence, S 36"4?r32* E a distance of 283.60 feet;thence, s 39032'13. E a distance of 231,78 feet;thence, S 44"42'03. E a distance of ,J,4?.g1 feet;thence, S 43"18'47' E a distarrce of 196.5i feetithence, s 4t'31r43', E a distance of 295,26 feeLi thence, thence, thence, thence, thence, thence, thence, thence, thence, thence, Chence, thence, thence, Ehence, thence, 22" 22. Ogn 45o35t45rr 32" 54'31q 31" 54'25" 31q44 ! 05. 3g'50r13" 3go 51 t 55" 53"43'50,' 35" 02' 02. 63"40'20" 02e30 , { 5. L7'29t 29" 50o12r2gil 53"02,00" 44" 02'06" disLance of distance of distance of distance of distance of distance of distance of distance of distance of distance of digtance of distance of distancb of distance of distancd of 85.55 feet; 8?.4L feet; 276.76 feeti 216-1O teati 67. 46 feet; 143.22 feet; 1?8.05 feet; 150.76 feet, 22t.10 feet; I6. 20 feet,. 35.68 feet; 40.45 feet,. 113,51 feet; 2Q2.5i feeLi 10.i8 feet; ?0. 63 feet; 90. 15 f,eet; 195.69 feet; 16.23 feet; S s s c q s s s( S c s E E fl E E E E TJ E W w E F t{ a a a a a a d d a a a a thehce, S Lhehce, s thence, S thence. N 44"04r35" E a distance of20'39'20' E a distance of 15o15t59" E a distance of 75"t4,10r, E a distance ofthence, S 5I"32t26r E a distance of ZB1.?d feet;thence, S 51 o59t?1,t E a d.istance of 71 .55 feet;thence, N 65'13'59" E a dist.ance of 19,56 feet;bhence, S 50'44r34* E a distance of 97.02 feeL;thence, S 13"05'38, E a distance of 4G.95 feet;thence, S 89"53,18" E a d.istance of 2g2.50 feet;thence, 294.32 feet aJ-ong the arc of a curve to the Left having a radius of 2gL5.00fcet, a cent;'al anglc of 5c59t26tr and subtending a chord beariig of N 30"47.1L,. r* adistance of ?94.19 feet; thence, N 33"46,54" W a distance of 3g7.2g feet;thence, 626.05 feet arong the arc of a curve to the right having a radius of1482'50 feet, a central angle of 24"11'44n and subtend.ing a choid bearing of ,*1g [-;Ui[ia;il**, *t tu:';::.' i:'i ffi :?"i' i,: !, ? * r n' 11,1;1i|gf*]; ii.;]t "3;iii=#'*: i:'3:'i"Hi':ti;:e' eze RE South District N foel q o i = 'E 1'5 1 Eti 6 3,Iaz rilo 3 8 E 2 E c eL F qI6 E .F -6E8 bdbir5 oE RE og 6E EEEd: o o 1500 a000 6.D6 Prcrectl RESouth MetropolianDistdct Tltlor District Vicinity Map Prcporcd By: 8140 Partners, LLC Datc: ErhibtE 61712010 .l - \\ {\ \\ I I I I I I I I : I I HistrictBoundary MaP ftGP8rcd 8140 ::) ,lti]\ 'F- o \, PrqlG€t RE South N eE. E9 u. E Ee E = o- t5 Z a a € =E I fi fra Drl?: e ? E E I 6 riU Lo 6112010 Exhlblt LLGb),r PafinBIs, Disttict 'tU.-t .1'l] tt li t-- ll l' ,.'2-r' E)ilIIBIT C Property Owner,s Consent 1 Boarrl of: County Conrnrissic'rners Garfreld Countli l oB 8Ih $seeL lirrire 2 t S 'biinrroua SPrings' C0 8160l l trle.iFroplc+c'tl[tf,j{iou'th.&I.etriopolitanl)istrlc!(thc(D[str:ict1,) To Wliom it [4aY Conctin: iitedlialliiirycotriBarryaui.lrorizedqod+business,i* S5igtffT#:*ltl-xiitl#;#rlilix,iffiu,** *B-*,rt*t-4,;',*'oil1r1u,o'"1;qsed ro constiruie trre rrtrundalil;ffi;:iiii*lt . iiL'p',*puriJrfrir r-;t#;u t" uavise rhar rlie prtipertlr H,tiffiiffi;i .-o ittu o te*i zati on qrl' t,e Di strict' : C A R I}ONDAI.E IN VI]S;TI\,IEN I S' LI.C:' a'feias fiin ircd liability cornPany ul roi*iary, sutp pr: tJ$qr+dg.) ) ) ss fbWM nic on tlxs /T ltnY of Jrme,20'10= b1' LLC. , ;,6fT Stare o{' ; County" ' r to before mc oir rjils ' day of 'tune' 3010t trY Suhscrihed nttd sq'onr indivicluallY. l i tsent) *r ) ) ) ss ol--.* Notary tr4y. oornmissi ofl exprres to, tslv Exhibit A (RE $otuth tri$tricr) A pafcel of' J.and sitsuated in Sectsion 7 and. Section l_g_. Tor.lnsirip ? South; Range ggIdest; and in Section-lz;- to*"riio , sotith, ni"g"-Jg, rdesL of tr.,; "i*ti p.r.J.ncipbi::::Xil:i ::,?:Ir:,:,n^,ii"iJ.'-sil.. or co.oradi, and beins r*ore pareicularry commericing at a Gartield county Surveyor,s 2 ,7/? inch Briss cap.fou,ird :.n prace.aeth6 southeast co.Enec of said section i; tt-,enc.r-N:;;"43,0g, Ll ," dirL.rr,o. of 3g40.11_feet,to the rrue ppinr of beginning pf-the-piiigi igscriuea trbiein; .,.rirh a,Lrliearirlgs beiqrg.*i.tJrru=i"-"-'i".ii"g of !{ B-b.z9,1;i,F on t[9 line berr.retn said.:l:;:":'io:'i.;.iiiii'::,:::':l :i*'i::;l"i ii,"i"eii i;";'rr";;";"fi;-ii"oil"! .o thent,sei s 2600tr"39.,E. aist*ni.-Lr 1a.12 feeL.itherice. s 31"30r{Jq, , a oirtancJ or. ri.62.fbet;thence, I qe:ts'19: r{ * ;i;;;;;; "i ioi.os';;;;,the.nce, s og.02.Ci?.r w a clis-tance .f f OS,=i ;;;;Il."lq., s 6s"3s,i1:: ; ; ;il;;;" i1 ,rr.65 reer,.rheilce, s zZ.Lo'49" I{ a distanib Jr rSa-ro ;;;;;ttierif e, s oO d4o . ,3?:: * a aiStanci ot r 9a .2? f eer;rherie, s 3lqL4'3g, ! " J;;;;;;; fr rer .64 reetitbence, s sod4d'l:: I " J;;a;;;; k rqz:;; ;;;;,theece; S :o":.iiI3. e a distanc,e of far,1? fee!;thence. s 38o47,32,, E ; Ji;;;;;; i, ,er-50 reer;r_heDic., s 3g.3a'll:. ", , airi"";e .Jt. zsr.,?8. fsel;ll"ni.. s.44:42,9:] E a _disranoe Jr r<e.Bi feet;l]rtles. s 4q"ler97:: t . dista,nce oi 1,re ,s: ;;;;;thenee; s {1.":31-'1:l " a di-qtanqe. .c{. 2gr,26 teetit.]trenqe, s ZZ"2Zr6jg;r g a dj_stance ;F ;;:il"r;;;,El:-na:, s as1ss,4!" E a aiCcance "i e:,4i ;;;;;thenee, .s 32'e54'3J" E a aisranie ii zta.1,*-tj.i;tfre+ce; s 37"54'25': g a aiecancJ Ji zro.zq r.rt;rh"encq. s 31"{4.6i.: i ; ;i;;;;; Zi q-4G reer.:tfrencqr s 3e'so';13', E a oi=tan.. "i iqi.jz.iJ"i,thence, s 39"s1 ' SS:!l E " ai;i_"." Ji rrs. 05 feer;thenie; s s3"43,s9- E " ;;;t;;;; Ii isd:;; ;il;;thenc,e; s 55q02,,D2" E " Ai".al"J ;; ;ii:1; ;;;; !!ene5z s 63:,{0'20," E a distancc "i ea. 20 feeLilf"n"", s.o?l9o'4i]: ]? a gisrarice oi :s.ee rs.t;rhenie; s'"1't"29 '2gii 1,i . a:sc.n"J "i +0.4.; i;;;;uriende, s soclz,z?,,E;;;;;;;;; Ji rrr.6: feet;tlrtince, S 55"02,00I E . aiS[;n".'.li ,02,5. feet;Lhenee. s 44"02'ogl h, , Ji;;;;l Ji ,o.48 feer,,Lhes:dp, s 44"04,s6., E a ,diFt"r,.. oi 70.63 feet; :,r'enqe, s po;1s'r?:l I " .ai.t.r,.e "i go,1s feet;thence., s l-5"i6,Ss.r B a clistanee of f gg,,69 feet;thence, N 7s"14'to, h " ;;;;;;; Ji r..23 feer,.thende, .s sl'32'26n E a disraoce "i irilie-in"i,thei.ice, s sI559.27:.: E a distance ui ,r.55 feer.: 11u,,."", N g5:r,3rs-gf" E a discance oi fg.56 feer; lfencsu s 50o411'34" E a distarrce ;; gt.;, ;;;;tsherrce, S. 13'05r3S:, E a distance of SO,gS t.gt;thencp; s g9q53'16" E . ai..Irrte "f ZSZ.50 feet.,thencb; zg4.3z feet-al-ohg-ai. "r.-"r-"-""rr;"li'an" refr havlng a racrJ.us of 2gj.5;o0ff:i*:_":i.r,lirligr;.:f;rt; .i; Iio subccod.ihe o-"ii.a u"o.iis-oi-il*ii.rr,rr,. .yr athence, l,I 33o46i54., vi-u-O:.rtaftce of 387.29 feet;thence; 62G-0s feet along-il;-';;o-;fi a iurve.ro rhe rigtie having a radlus of1{Bz.sg fedt, e cenrrar ""si" ."i-zi;i,nr" "nJ-*,i;;*;;i"g a chord bearins of i i.r ?1:4rio2r, i{ a, distance ot'62L;4t^ iiii'i.U, ,"*a in!,',"", N 09"35'o'i,-il''l-aistance of 154'5'-8? {eet thenEe; N 0e"3s'0e;;l I ilst"n"' "l't:';11':*tt: the left hawiiis " =id:o: of zeis'00 tl:Enpi; 4sd''s4 't""o -rl''s-"|'-i::"ol.a t"uttnding a tnll'o"iiiti"q "f t'l 1403?:01"r st €^at?i d. cenrrEl 4ngle- oi toioS'sz:' a l=Iil.I""i o:f 4:s3'7o r'eeLi ; e?'1 -0'i fe't; lf;:;;';-r!l'"i5e;' vt a disLance or ;;;:;; i"i.'" Lhe poinE qr besinnlns' eh.nie; 5 71135:ri" ti-l :*:=::.:ln n"=,**,,u recs5ded II-l;'i'' "ii "t' Pase e?e' Ex.cei:-tins :h"'::::Irln=rii':;; acreii inore or }ess j Said iPar-cel conf a: EXHIBIT D Financing PIan for Districts Not Gattle Greek Metropolitan Distriets *1 '#3 Garfield CountY, Colorado ;"ilJ i* s*tttrcr oblisation Bonds Table of Schedules 1 NotCattle Creek#143 Co/eI 527'2010 7.00%Rate 35 Bond LevY Distdct #1(Sornhem) 35 Bond LevY District#2 (Norihem) 35 Bond Levy District#3 (Commercial) PreliminaY as of 05/26/20'10 Non Rated - Bank Qualifted Cover Page Bond LevY Cashflow Schedule Operations LevY Cashflow Schedule *.r'Or.*t Lot Valuation ' District #1 (Southem) *-tiit.r'* Lot Valuation - District #2 (Northem) Residential Development Echedule - District #1 Residential Development Schedule - District #2 Commercial Development Schedule - Distnct #3 Assessed Valuation Summary Proiect Amount ParAmounl (at Closing) $27,000,000 $23,610,000 Seies 20'15 1 2. 3. 4. 5. b 7. 8. I 10 11 12 Fee Schedub Series 2015 Debt Service Schedule Sources and Uses of Funds George K. Baum ComPanY 5w12010 Not-Caflle Creek Metropolnan Districtrs #1 - #oGadleld county, colorado Llmlted Tar ceneral Obllgat,on Eonds Schedule of Bond Levy Ca8hllows Annual Surplus/ 2 $nmtq Cumulalive Surplus/ Collec0on Rallo Debt n10 m11 m12 2013 m14 n15 2016 m17 2018 2019 m20 2021 m22 m23 2024 2025 2026 2027 2028 20n 2030 2031 2032 2033 nu 2035 2036 2037 2038 2039 2U0 n41 2W2 20/.3 2U4 2045 lo 010 295,176 1,0t2,926 1,495,522 1,668,q8 21,336 26,064 (297,469) (31 1,142) (667,1s0) (736,247) (698,s73) (750,708) u,497 . 28,742 25,S03 35,012 u,220 35,012 35,599 33,405 57,429 38,303 36,546 36,861 31,023 zt,483 39,601 43,047 43,387 N,571 47,421 46,045 60,646 492,252 295,176 1,368,102 2,863,62s 4,532,573 4,553,909 4,579,973 4,282,504 3,971,362 3,304,21 2 2,567,965 1,869,393 1,1 18,684 1, t53,182 1,181,924 1,201,82t 1,243.839 r,278,059 1,313,071 1,3_d8,670 1,382,074 1,419,504 1,457,807 1,494.,353 r,5r1,2'14 1,562,23t 1,589,720 1,629,322 1,672,369 1,715,756 1,756,527 1.804,048 1,850,093 1,910,738 2,402,990 Bond Miil Assessed Valrre Property Tar @ Assessed Value Bond PDpertyMill Tax @ Bond MI 98. Assessed Value Poperly Tax @ 0n Tax r.00% OvmershiD Cumulailve Facillties Fee Rev6nue Available For Series 2015 Net Debt 9,061,181 I 1,191,331 12,046,4n 13,538,68r 14619,460 1s,733,251 16,6s2,282 17,633,982 18,282,636 18,889,449 18,889,449 19,267,238 19,2At,238 19,65e582 19,652,582 20,045,634 m,045,634 m,446,547 20,446,547 20,855,478 20,055,470 2',1,272,587 21,2t2,587 21,698,039 21,698,039 22,132,0w 22,13L0N. 22,s74,U0 22,574,640 23,026,132 23,026,132 23,488,655 23,486.655 35.000 35.000 35.000 35.000 35.000 35.000 35,000 35.000 35.000 35.000 35.000 35.000 35,000 35.000 35.000 35.0C0 35.000 35.000 35.000 35,000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 15.000 35.000 35.000 310,790 383,863 413,1U 464,376 501,4t 539,651 571,173 604,046 627,094 647,908 647,908 560,865 660,866 674,084 674,084 607,565 687,565 701,31t 701,317 715,343 715,U3 729,650 729,650 7M,243 144,24i 759,128 t59128 774.310 n4310 789,796 709,796 805,592 005,592 5,205,500 9,453,220 9,279,715 15,05't,766 18,509,1 01 20,65t,4U 22,07X,418 23,248,587 23,278,t44 23,759,398 23,759,398 24,23/,,586 24,?i4,586 24,719,277 24,719,277 25,213,863 25,213,663 25,717,936 25,7t7,936 26,232,295 24,n2,295 26,756,941 26,756,941 27,292,080 27,292,080 27,837,921 27,837,921 28,394,580 28,394,680 28,9A2,5tJ 28,962,573 35.000 35.000 35.000 35.000 35.000 3s.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35,000 35.000 35.000 3s.000 35.000 35.000 35,000 35,000 35.000 35.000 35.000 35.000 35,000 35.000 35.000 35.000 35.000 35.000 1 78,549 289,945 318,294 516,276 634,862 700,552 751,118 797,427 798,461 014.947 414,%7 831,246 831,246 u7,871 847,871 864,829 864,829 882,12s 882,125 899,768 899,760 917,763 917,763 936,1 18 936, I 18 954,M1 954,841 973,938 973,938 993,416 9$,416 1,013,285 1,013,285 ?9,541,8A 29,54',t,825 1,0't5,000 5,510,000 5,620,200 5,620r200 5,732,601 5,732,604 5,847,256 5,847,256 5,964,201 5,964,20, 6,083,485 6,083,485 6,205,1 55 6,205,155 6,329,258 6,329,258 6,455,843 6,455,843 6,5M,960 6,584,960 6,716,659 6,716,659 6,850,st2 6,050,992' 6,988,0r2 6,-088,012 7,12t,773 35.0@ 35.000 35r00 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 35.000 3s.000 35.000 35.000 35.000 35.000 35.000 35.000 31000 35,000 35.000 35.0007,12t,773 34,015 r88,993 192,n3 192,t73 195,628 196,628 200,501 200,561 204,572 204,512 m8,564 208,6M I 2120X7 21283t 217,094 217,094 221,435 221,43s 225,86A 225,864 230,381 230,3s,| 2U,9BS 234,98e 239,089 239,009 244,483 244,N3 ) 34,251 47,167 5r,204 68,646 79,542 89,811 106,2't0 1 I 1,653 113,283 1r6,r64 116,rM 118,487 118,487 120,857 120,857 123,274 123,274 125,t40 125,f40 128,2il 128,254 130,81S 130,819 133,435 r33.436 130,1M 136,tOt 138,827 138,827 141,603 141,603 144,435 144,435 2,952 13,681 28,636 45,326 45,539 45,800 42,825 39,7r4 33,M2 25,580 18,694 1 1,187 11,532 1 1,819 12,078 12,438 12.781 13,131 13,487 13,821 t4,195 r4,570 14,944 r5,312 15,622 15,897 r6,293 16,724 17,158 17,566 18,040 18,501 19,107 0 0 0 0 0 0 0 0 0 295,176 546,373 760,867 857,619 877,713 8s2;623 483,653 224,989 84,488 I 29s,176 1,072,926 1,495,5U 1,668,948 1,S72,336 2,114,014 1,902,281 1,891,308 1,830,900 1,764,653 1,801,327 i 1,79/.u2 1,82?,347 1,822,692 1,859,203 1,859,462 1,896,770 1,897,112 1,935,'t49 1,935,505 I 1,974,279 1,974,653 2,014.246 2,0t4,61 1 2,054,9n 2,05s,283 2,096,351 2,096,747 ?,138.78t 2,139,221 2,182071 2,182545 2,226,296 2228,902 2,545,050 1,797,850 1,793,950 1,833,300 1,823,450 1,862,550 1,862,100 1,899,550 1,902,100 1,936,850 1,936,350 1,917,?00 1,97r,750 2,023,950 2,02t,800 2,056,750 2,053,700 2,095,400 2,090,350 2,1U,650 2,136,500 2,r65,650 1,734,650 ] 1,95't,000 e087850 2,199,7s0 2,202,450 2,498,050 2s00,900 2,499,900 Geo0o K Baum Compaty 5/27nrl Not Cattle Greek Metropolitan Dlstricts #1 - #3 l,T,ll'l r'"","lY; "?l I'Jlfii "" " " " o " Schedule of Operatlng LeW cashflows Collecton Year L017 2013 2014 201 5 2016 2017 2018 2019 2020 70L1 20zz 2023 2024 20?5 2026 20n 2028 2029 2030 2031 20x2 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 20(} 2044 2045 Annual Surplus/ 3 tklCiNo Cmt I1*! Crthlhry OP{r 5nI,20l0 Cumulative SurPlus/ Deficit #1 0perations ExPenseAvailable For Revenue 0n 1 DeveloPer Advance Cumulativo SutPlus OwnershiP Ta,\ Property Tax @ Assessed 0Perations Value MillAssessed OPerations MillValue 98 PropertY Tax @0poratons Mlll Pmpefiy Tax @ Assessed Value 50,000 143,600 205,993 zz?,626 299,79S 347,386 x92,237 463,856 487,628 494,746 507,328 s07,328 517,474 517,474 527,gz4 521 ,b24 538,380 538,380 549,148 549,140 560,131 560,131 571,334 571,334 582,760 582,760 594,415 5S4,415 606,304 606,304 018,430 618,430 630,798 630J98 61S,430 l 618,430 630,798 630,798 582,760 594,415 5S4,415 606,3M 600,304 549,1 48 r 560,131 560,131 571,334 571,334 5s2,760 517,474 I 5Zl,g24 527,824. 538,380 538,380 549,148 487,62S l 494,746 50?,328 507,328 517,474 347,380 x92,237 463,056 50,000 149,600 205,993 223,626 2g9,7SS 9,787 13,476 '14,630 19,613 22,126 25,660 30,346 31,901 32,367 33,1 90 33,190 33,853 33,853 34,531 34,531 35,221 35,221 35,s26 35,926 36,644 36,644 37,377 3?,377 38,125 38,125 38,897 38,887 39,665 39,665 40,458 40,458 41,267 4\,261 50,000 10.000 10.000 10,000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10,000 10.000 10.000 10.000 10.000 10.000 '10.000 10.000 10,000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 6,32S,250 6,32S,258 6,455,843 6,455,843 6,584,960 6,584860 6,716,659 6,716,659 6,850,9s2 6,050,992 6,980,012 6,s88,012 7,lu;171 | 7 ,127,773 6,205,155 1,015,000 5,510,000 5,620,200 5,620,200 5,732,604 5J32,604 5,S47,256 5,847,2s6 5,964,201 5,964,201 6,083,405 6,083,485 I 6,205,155 6i,1 40 67,140 68,483 68,483 69,852 69,852 62p27 63,267 63,267 64,533 64,533 65,823 65,823 58,449 58,44S 59,618 5s,610 60,81 1 60,811 02,027 9,S47 53,9S8 55,070 55,078 56,1 80 56,180 57,303 57,30s 5,205,500 e ,453,220 9,279,715 15,051,766 18,509,101 20,65i,484 22,073,418 23,248,587 23,L18,74+ 23,7s9,398 23,759,398 24,234,580 24,234,586 24,119,Tt1 24,f 19,277 25,213,663 10.000 10,000 10.000 10.000 10,000 10.000 10,000 10.000 10,000 10,000 10.000 10.000 1 0.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 51,014 82,842 90,941 147,507 181,389 202,443 216,31 I 227,830 2ZB,13Z L32,842 232,942 237,499 23?,499 242,249 2 2,249 247,094 LA| fie[ 252,036 252,036 257,076 257,0?6 262,218 262,218 26T,462 25,?13,063 25,717,936 25,717,936 26,232,295 26,232,295 26,756,S41 26,756,941 27,292p80 27.292,080 27,837,921 27,8n,921 2S,394,680 28,394,0s0 20,962,573 28,962,573 2S,541,q25 29,541,825 267,462 272,s12 2'12,81? 278,268 278,268 203,833 283,833 289,510 28S,510 s,061,181 1 1,191,331 12,046,477 I 3,538,664 14,619,400 1 5,?33,251 16,652,282 17,633,S82 18,282,636 1 8,889,449 1 0,989,449 19,267,238 19,267,238 19,652,502 19,052,582 20,045,634 , 20,045,834 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10.000 10,000 10.000 10.000 10.000 10.000 10.000 10.000 10,000 10.000 10.000 10.000 10.000 '10000 10000 10.000 10.000 10.000 10.000 10.000 10,000 10.000 80,800 I 10s,675 1 18,055 132,679 1A3,271 154,1 86 163,192 172,813 179,170 1e5,1 17 1 85,1 17 188,81 I 188,81 I 192,595 192,595 196,447 196,447 200,376 200,376 204,384 204,384 208,471 208,471 20,446,547 20,446,547 20,055,478 20,855,478 21,272,581 21,272,591 21,698,03S 21,698,039 22,132,000 22,132,000 22,574,840 22,574,640 23,026,132 23,02s,132 23,406,655 23,486,655 212,641 212,641 216,094 216,894 221,231 221,231 225,656 225.856 230,169 230,169 10.000 10.000 10.000 Georgc K. Baum ComPanY 5f2712010 Y.d 201 20 Not Caflle Creek Metropolftan Dlctrtcts #1 - fil GErl'leld County, Colorldo Lhlted Tax General ObltgsUon Bonds ReEldontlil Lot Valuailon - Dlstrlct fl.t (southern) 4 Eshto (>1/4 AcrE) Market Eslals (U4 Acrs, Marlel Unlls Vi[aSe ('liE Acre)Village (1r? Acre) l,,larket Attached (01) Martel Altached 102) Mtrtet Markot Valuo Luxury Townhomos (0t) UnlS Luury To$nhome8 (02) l,,lrrket Value Unib Gardon Homos (01) Martst Valuo Un,lr Mo(tet Gardoo Homss (02)Townhomos (01) Unib M?rtet Vatue G{deo Homgs Martot ValuE lncomo Reslrhled Gardsn Homos (02) ' Matksl Unis Vatue ] Vacant Lot Valuatlon ArEessed Valuilion 6 6 6 b 6 6 6 6 6 4 ? 0 175,000 175,000 175,000 175,000 30 30 30 30 27 ?4 18 1? 9 4 ? 0 160,000 150,c00 160,000 160,000 160,000 r60,000 160,000 160,000 r60,000 40 40 40 40 38 36 3? 20 26 10 12 6 100,000 't@,000 100,000 100,000 100,000 100,000 1 00.000 r00,000 100,000 | 96 96 96 96 86 75 57 39 10 l1 4 95,000 95.000 95.000 95,000 I5C00 95,000 95,000 95.000 91000 26 28 28 26 21 14 7 0 0 0 0 0 90.000 90.000 90,000 90,000 90,000 90,000 90,000 90,000 s0.000 0 0 0 0 0 0 0 0 0 0 0 0 95,000 95.000 95,000 95,000 95,000 95,000 95,000 95,000 95.000 95,000 95,000 95,000 40 40 40 40 35 30 25 20 15 't0 5 0 85,000 8s,000 85.000 85,000 8t000 85,000 05,000 05,000 40 40 40 40 J5 JO 25 20 l5 10 5 0 90,000 90.000 90,000 90,000 90,000 90,000 90,000 90,000 90.000 0 0 0 0 0 0 0 0 0 0 0 0 85,000 85,000 05,000 05,000 05,000 8t,000 85,000 05.000 85,000 85.000 85,000 85,000 0 0 0 0 0 0 0 0 0 0 0 0 80,000 80,000 00,000 80,0m 80,000 80,000 80,000 00,000 80,000 80.000 00,000 00,000 65 65 65 65 65 45 12 0 0 0 0 0 70,000 70,000 70,000 70,000 70,000 70,000 i0.000 70,000 35 3s 35 35 )l 26 18 t0 5 2 1 0 50.658 50,658 50,658 58.658 58,0S0 58,558 50,658 58,658 58,65S I 35 35 35 35 32 26 t8 ,0 z 1 0 55,212 55,21? 55,212 55,212 55,212 55,212 55,212 55,212 55,212 J1,245,450 32,490,040 27,185,620 ,l9,389,660 r3,063,700 11,U9,i50 6,82r,740 J,S03.870 980,000 29y, 9,061. t8 I 9.424,664 7,083,830 5,623,00t 3,788,473 3,256,512 1,980,045 1,132,122 1 284.200 | 40 Gooqa K. Baum Compsny siln0$ Ma.ket 5 Not cEtllE Cresk Mettopolttan Dl'tlcla [1 ' fl3 fli,fl:il r*lY;'#o#il"'o n go no" Reildentlrl Lot vllustlon ' Dlstrlcl ilz (Nodhsml 2011 11 Atrql..dVacNntLotArrortrdYstnt LoLGddm F.ffiskmM Garden HuEs p2 Condo) CondorAp.dnsnl6 {01 Cqtdo) t02 APl)(01 APt)Twnhmet (01)LqurY Tddtffis (02)Mar16(LuwY lmhoma (01)MflkelV[4. (1/E AcIr)l,tarkalvillact (r16 turo)Mqt6lE l6le (114 Arrs'l Mark tE,t lo (>lr4 AcB)Mdk6tMakolMfllslMdlslMilketMrrlolMzrtolMillot zs.h 1520,1m 415,?0s 1{,266,081 I 1?,009.614 14r42,130 15.1213{3 12,831826 0,{4?!31 3,SS591J 49,1q5,450 se,653,010 49A55,6m I 52,149,460 t{,2580m 29,1$,4s0 1t,?7S,010 5.270310 1,435r80 a9% 39S258 1?,089 5205,500 l 7584J50 6,4Se,300 0,5ep42 9,0{6}53 5,1913',19 2,015.8886,9s1r70 1,366#0 45s,4t0 1?B5o.oo0 26.155,000 22,2r0,000 32,75s,800 3r,194,3?0 17,901i1m ri 40 10 40 40 40 {0 36 30 2l 12 I 55,212 55,212 66211. 55,212 55,212 55,21? 40 10 40 10 {0 10 o 36 30 21 l2 1 58,650 50,658 50$58 98,6s8 58,658 50,668 12 tz 1Z 12 lz 50 14 0 0 45,0m 45@ 45,000 45poo ,{5,000 96 96 g5 96 95 96 g6 6r 19 0 0 0 40.000 40,000 40i000 40!00 40,0c0 10.000 90s s0 90 c) 90 g0 s0 63 16 0 0 4s,000 45,000 45,000 45,000 {5,000 110 110 110 110 '1.10 1r0 '110 7l 22 0 0 0 l0,0oo I 40.000 40,000 40,000 40,000 10,000 123 1n 123 18 123 11s 103 el 51 21 0 0 70,m0 70,000 70,000 ?0.000 ?0,000 70s0 ?0,000 m,000 6 6 6 6 6 3 0 0 0 0 0 0 90,000 90,000 eo,mol 90,000 o,co0 g0,0Cr0 90,000 s0,000 6 6 6 D 65,000 65,@ 85,000 05,m0 65,m0 86.000 85,000 85,000 150 '150 150 160 141 9',| gl 32 11 0 0 95,000 95,000 95,000 e5,000 95,000 95,000 95,000 e5000 E5,0d) 37 3? xt !7 31 22 13 6 0 0 0 0 t00,coo r00,000 roopoo I 100,o0 100,m0 100,000 t00,tf0 roo,@0 $0,000 11 illl tl 11 1l l1 I 5 7 0 0 rso,ooo l 1c0,0m 1m,0m !60p00 160.000 160,0001?5p00 t?6,0c0 175,00{ r75,000 175,0m 175,000 G@tgs (. g6m CmPsy 1ilnn10 20r1 c6ile Yat mlt nt2 20t3 Nl4 ml5 mt6 2011 fr18 20 19 ma 2o21 NolC!tu. CEti m.trcpolllen Olltdol! rI - r:tGrrrl.ld Couotyr Crtot6do Lhllad Tax Crn.ml Obltgrlton Eoods R€rldlrllrl Unlii Solrt - Dlrtrtct tl {soqthem) Eilde (tVl Ac6) Unfit Vd@rUnI E!t.I. ( t/Q Acr, Vd@,/ ViI4e (1,6 Aq) Vel@ I Vna!6 (16 Ag'r) Vd6 / Atehed (01) Vr@/ AlletEd t02) Volre,V6ft8, Urits Unl Lq!ry TffitDm(Ot) Ud! Lwry lmhoE! ItZ) vd@, Uoi(Urd! GI&n lbmt (0D Vda I udt Vdc, O.rd.n lhes It2t lffiR6lrH.d Gsdrn Homr (0.1) I l@m R..tdcled Ggrbn turo! tml I Prg. I R..ld.nd.t ODnloDm!ntV.l0.Vrltr 6rmIla[va AaaorEd Vrh. r,2m,m0 r.200.000 t,200,m0 I,A0,m0 1,200,m0 l,ao.ml 1,2@.Om I t,2m,m0 r,2m,m t.200,m0 r,200,m0 I,Ao.m'l.m.@ 3 6 6 3 5 2 95?,m stl000 952.@0 952,0@ a?,c00 gf,,@ 95em eseom ] 952.0m 052,000 9520@ s52,0m 952000 700,m 7m,m m0,m0 700,80 m0,m0 i00.m0 m0,c00 700.000 ,00"000 m0,m0 7@mo 7m,m0 ,u,000 t0 t'l l0 l0I t3 fI 4 6m,000 6m,0m 800,000 600.000 600.m0 ffi,m0 m,0m m,oml 6m,06 5C0,0@ 6m,0m 6m.0m 6m,0m 528,m0 528,80 528,@0 520,m0s 528,m07 5?8,m7 528,000? 528,m 520,m 520,&0 528.lno 526,m0 5ZB.N 5/6,000 5a8,0m ,6,000 '76.60576I00 5rs.om 5i6,Om I 976,000 526,m0 576.0m 570,0m 576000 5r6.0m 5 5 5 5. 53S,(r]0 $q0o $9,0m 5. 539,(I)0 $g.m $q00 539.fiD 5t9.000 $9.m0 139,000 5 5 5 58t 0q) 580,000 s&t,0m 588,0m 560,0m 588 00 5&t.0m 688,0m 500,0@ ,. .5j 580,0m- 500,000 I 586,0m 008,m 5t7,m0 5r7,60 517,m 5t7,0m 5t7,m 51T,ffi 517,0m 517,000 5r7.0m 5r?,m0 5t7,0m 5tl,ltro 51I,000 {23.@0 123,0@ 4A,W {?],@ 12J,60 {?3.m0 4a.,@0 423.000 {?,,000 423.m0 423,m0 1?3.m0 4E'm0 -20 33 t2 3s7.(x)0 357,m0 357,m 357,m arI.m a'I,mi 157,m0 357,sJ0 357.m0 357,000 357,0q) 357.m0 351000 2r8.9t2 2t8,gl2 218.t32 2r8,932 218,032 218332 2t8SJ2 2r6,Cr2 2l0,et2 2 t0"032 218,9t2 2t8,932 21Eptz 21J.270 21J,?ta 2{',270 243.276 21t,ztg 243.270 24X210 213,216 z(3.??t - z43,2tE. 2{3,?78- 2.3278- z43,2ti t9.sr7,630 30,t00.260 4{,12r.860 16,62{,680 tlmao50 27,581,6J0 18.10t,2t0 t8.60r.2t0 5,O0fi0 r.585,443 e395,88r 3J12,005 2Br5325 r3s),363 2, r95,498 r,4sJ76 r,196.676 525,360 r,58s.41J 3,901,{21 7.4S.5t0 ,0,{r}8,834 fl,75'1t97 13.957,As 15,15{,272 r6,950,948 17,a76J08 Ordlo (, gm Conp.n, 5a7t?slo Unn! uil Tmtpm! (otl Urb Vdert tl E eE lo cq *aa I [, u i E ,2 irE !E!9EE siiE6 =gz! gE"e zso€ 6=o-i r d6o C :5E EEi! ZiEE E EEEBEEEE ET,a! E:ae P-b HEEB.ts.gBEEH.az r5< a35EsEgE.E €9iEE.E EB3 * g.:--EE.EBE:E. --S =g Es dry,E EEE.gRsREr xne. 3g3RE!€ E o 6P{ HBB.qqeee HHB a_n_9 a a Eeees eq Hgg.EiHHEE E E E.E.E. H F;E-H S Ei ET ;' aa NNEEEREECEE EiRRI ,Bz I{ eeeu, sicEe8B- EEBBBB.g8_?? gE EEE?E a8CEEE. 99-33 B8 s EEEg.E.g'iia g aeaee.e. dE.EE E4 E E EEEg. $gceCEEE.8. B'E.E € EEEgE-gEEEE F n? Faz EE. . tssffEAEAEBAEAEI z F I e E BB Eig EEEggc'; :i,' EEEA EgBE EEE E.ggE Et e E. a B B : ;i BEea Eeee.e. EE.E E E EEEE. E.E.E Et€cs E EEgE dEtsHEEE. SHH E E E.E, dsEs EE EE EE. EE. B F- EE. E.E. E E.E. BE-E.EEEEE E g EEEEEEEEE-HH €a Not-Caftle Creek Metropolitan Districts #,| . #3Ga rfield County, Cotorado Llmlted Tax General Obllgation Bonds Commerclal Square Footage Developed - Distrlct #3 (Commercial) Compleuon Asse6smsnl ColleclbnYear year year 201 201 201 2009 2010 2011 2012 2013 2014 2016 201 0 2017 2018 2019 2020 2021 2022 2023 2010 2011 2012 2013 2014 2015 201 0 2017 2018 201 I 2020 2021 2022 2023 2024 2019 2025 201 201 20 2015 ?021 2022 TrBct C1 (Land)Tract Cl (Retail)Tract C2 (Land)Iract C2 (Retait)Tract C3 (Land)Tracl C3 (Hotel) Valuo/ Acres Ft Square Value/ Acres Value/ Acre Fr Ft Square Value/ Acres Value/ Acre Value/ Room 4.40 4.40 4,40 4,40 4.40 4.40 4.40 4.40 1*227,273 227,27X 227,273 227,273 227,273 227,273 227,273 227,273 300 300 300 300 300 300 300 300 300 300 300 300 300 300 300 300 lf, Q0' 4.00 4.00 4.00 4.00 4.00 4,00 4.00 4.00 o:oo 250,000 250,000 250,000 250,000 2s0,000 250,000 250,000 250,000 300 300 300 300 300 300 300 300 300 300 300 300 300 300 300 300 3.90 3.90 3,90 3.90 3.90 3,90 3.90 3,90 'rn' 384,615 384,615 384,615 384,615 384,615 384,615 384,615 384,615 66,067 66,667 66,66i 66,667 66,667 66,66i 66,607 66,607 66,667 66 667 66,667 66,667 66,667 66,667 66,667 66;067 Ior B Not crllh G.ok tr1+j ComoElrl 1 Commercial Development Value Assessed Value 29.000k 3,500,000 1 9,000,000 '1,015,000 s,510,000 Georgs K. Baum Company 5t27t2010 ht c.ft q!!r tl {6 N.t catlle Cteek MetroPolitan Distrlcts #1 ' #3 t,ll',',".5 tt"",9;Ill"Jit! "t'o n " " n'" Asse68ed Valuatlon Summary Comclo[or AgsNnd{ Tu CoI6[m Ysx 201 201 hcremeolal ' Dlslilct #1 lndemental ' Dlstflct [z lMemental- Distrlct f0 204 2009 2010 2010 2011 2011 2012 2t12 2013 2013 2014 2014 2015 2015 2016 2016 n1l 2017 2018 2010 2019 2019 2020 2o2o xo21 2021 7022 Nn 2021 2023 2024 zn24 2025 2025 2026 2026 2021 2027 2028 2028 2029 zOZg 2030 2030 2031 2031 mxz zon 2033 2033 2034 20u 2035 m35 2036 m36 zfil 2037 2030 2038 2039 203e 2M0 2040 2041 2041 2042 2042 2043 zc/ix 2044 2044 m45 ?045 2046 204{i 2047 2047 2048 2048 204s 204S 2050 17,476,208 2e192,468 ,to,eoo 112,404 ',to,ouz 116,S45 ,'.,t,iu+ 121,670 ,,ro,io, 126,585 ,rr,r,t 13.1.6S9 134,333 137,020 ',lr,iuo 142,555 ,nrjo, 148,315 1,015,000 4,495,000 6,584,960 s,5M,960 6,716.65S 6,?16,659 6,$50,992 6,850,992 6,908,012 6,908,012 1,127,77x 7,127,713 i,2ro,32o 't,270,329 7,415,i35 7,415,735 7,564;049 7,564,049 6,329,258 6,455,043 6.455,843 1,015,000 s,510,000 5,620,200 5,620,200 5,?32,604 5,732,604 5,8{7,256 5,847,256 5,964,201 5,964r01 6,083,485 6,083,405 6,205,155 6,205,155 6,329'250 104,1 10 185,594 ,ro,iu 441,460 ,rUu,irU 475,188 *o,uu, 494,306 uoo,rrr 514,359 uro,*u 535,139 545,u2 556,758 ,u,,t* 5?9,251 uro,e'o 602,653 uro,i* 20,657,4M 5,205,500 2,379,450 (1,126,650) 3,M2,042 (453,989) (3,855,034) (3,175,451) (1,619,601) (264,178) (132,08S) 764,160 1,953,145 ?^s44A14 3,S11,324 s,633,235 4,591,385 2,3s3,302 294,335 147,168 30,I32,661 30,?35,314 30,735,314 31,350,021 31,350,021 28,394,680 l 28,962,5'I3 28,962,573 29,541,825 29,541,825 30,132,661 21,25L080 2?,292,080 fi,8n7,921 2?,83?,921 28,394,680 25,717,936 l 25J17,936 26,232,295 26,232,295 26,756,S41 26,7$8,S41 24,234,586 24,119277 24,119,277 25,213,663 2s,213,S63 2a073,418 | 23,240,587 23,2181+4 23,759,398 23,759,3S8 24,234,506 5,205,500 8,453,220 9,279J15 15,051,766 18,sos,101 191,224 240,930 292,30g 333,046 305,653 ,rr,itt 385,345 ,n,,ou, 400,913 oor,nfl 41?,',I10 oruit, $3,961 442,640 4st,4g3 ,uo,ie, 469,?33 orn,rrt 480'710 18,88S,44S 9,061,181 363,483 (1,540,8?,4) (2,260,82S) (1,834,52S) (531,962) (1,278,464 (847,924 t847,922) (2M,200) 1,585,443 2,395,901 3,5',12,086 2,915,325 1,353,363 e1S5,490 1,496,5i6 1,496,5i6 525,360 21026,132 I 23,025,132 23,486,655 23d06,655 23,956,3s8 23,956,388 24,435516 24,435,516 24p24,2fi 24.524,U6 20,855,47S I Ll,272,581 21,27?.587 21,698,039 21,698,039 22,132,000 22,132,000 22,514,840 22.574,040 r9,267,238 l 19,267,238 19,652,582 19,652,582 20,045,634 20,045,034 20,446,547 20,446,547 20,855,478 9,061,1S1 l 11,191,331 12,04s,477 13,s38,6M 14,81S,460 15,733,251 16,652,202 1?,633,982 18,282,636 18,889,449 Goorge K. Baum company 5.5',10.000 -nfiis6'16- 5D1rN10 o Iot_C_a!U9 CrEek Metropofitan Di8trlct5 #1 - #gcsrlield County, Cotorado Llmitsd Tax GenerEl ObltgBilon Bonds SchBdule of Facilifles F6ea Fec 2010 2011 2012 2013 m14 20r5 2016 2017 2010 2015 2020 n21 n22 2023 2024 2025 2026 2027 n28 2029 PEmil {dciho..lit{l0 295.176 546,373 760,867 857,619 877,713 852,6?3 483,653 224,989 84,408 I TMhomes. Tomhomes LuuryEstate 1'174 Estste (1/,{Villsge (1/B ViilagE (118 Aflached Condo/Aparl,rcnls Condo/ApErtnerls Condo,,Apa.lhent6 Resldclod GardEn Reslrlcled Gdrden LquryA(aci6d Tomhom€s 28,500 28,560 57,120 85,680 st,120 76,160 38,080 19,040 58,000 77,000 91,000 77.000 56,000 56,000 4e000 42,@0 4a000 1 14.000 186,000 288,000 288,000 2U,000 186,0C! 126,000 44000 24,000 26,400 36,960 36,960 36,960 26,950 43,120 $,1m 26,950 26,950 26,S50 26,950 26,950 29,400 47,040 4r,040 29,400 29,400 29,400 29,400 29,400 6,588 1 3,130 17,515 26,272 24,083 26,272 21,893 19,7A 8,757 7,298 14,597 19,462 29,193 26,761 29,193 24,329 21,895 9,73t 99,960 160,650 121,380 107,100 107,100 t4,970 24,000 24,000 48,000 24,@0 24,000 46,200 77,000 30,800 66,584 1 10,208 43,624 50,1 19 83,531 33,413 66,974 r09,593 42,620 GeoEe K.8eum Companl ,finu| 11 F4@rq**1* 6n764Nqt Catle Crctk llletropo$tan Dlatdde ft ' f3 Gefi eld County, Coloratlo Umited Tu GaeralObligation BoIo8 ssleB 20'15 OeHSeryicSchedula ' $27,000,000 P&l P&l P&l Raia 06'01/16 12,01r'16 06/01r17 fifr1n7 06,01'18 tz0rt8 06/mfl9 12101,19 0610120 nfr1n0 06,01,21 .on1lz1 0il01n2 fiMm 0601n3 fin1n3 06/01121 fiMn4 0u01n5 QMTZi 06,u11?6 flvm 0601n? 12/f/.nl 06,01n8 12fi1[ts 06D12t 12t01W 05mlB0 1a0rE0 06rc181 12t01131 06n162 115,000 260,000 3eo,;oo 420,000 745,000 800,000 855,;00 960,000 94s,000.00 945,000.00 940,975.00 940875.00 931,875.00 931,875,00 s1822s.00 918,225.00 903,525,00 903,s2530 877,450.00 8r,450.00 849.450,00 849I50.00 8'19,525.00 8r9,525.00 785,925.00 78582s.00 776,475.00 r/6,475.00 766,1s0r0 i56,'150.00 753,725.00 753J25.00 740,rl5.t8 740,n500 945,000.00 1,060,000.00 940,97s.00 leooB75.oo 931375.00 132187s.00 918225.t8 1,33E225.m 903,52s'00 1.64E,525.ff) 8n,450'00 1,6rI,450 00 849,150.00 1J01,450.00 s19,525.m 1.779,525.00 ?85,925.00 1.055,92s 00 i76,475.00 1 ,0i1 ,475.00 766,150.00 1,121,150.00 753,725.00 1,123.725.00 ?$,rl5-00 1,175J75n0 270,000 7'@ 295,000 7'm 3t5,000 7'00 370.000 7'00 135,000 7'00 465,(m 7'00 535,m 700 575.000 7 00 6s0,om 7 00 2,m5,000.00 2,1{1,950'00 2253J50,00 2,256,450.00 2,552050.00 2,554,900.00 2.5s3,900.00 2,599,050.00 1,841,850.00 1,E17,950.0J 1,SSi,300.00 1 877,450.00 1,9r6,550.m 1816,100s0 19s3,s$I.m 1,956.100.00 1,990,850.00 (z.000.91) izi,ooo.oo) 1Bs1'ooooo Eff:B} ?,o'z,s5ooo lll':JBSi z,1ee,7sooo lll'ffi$i 2,202,150'00 Effitoo} z4eB'o5ooo lll'ffiffi esooBoo'oo g'ffiB 2rse'eoo'oo lfiB'ts, z"545,o5ooo 111',1$E i;rsTiso'oo lll'ffi'S l',s3eso,o lllffiHl r'8,.'3oooo lflSffi 1,823,4$'oo El'ffi'B 1,62s5o'oo E'ffi'ffi 1,B6z,im'm fi.0m.00) iz,mo.ool l.gee's5o'oo n7.0m.00 iiz,m'ool 1'eo2'1oo'm lflffiE 1,s36,5ooo Effi:ff 1'936'350oo lfl'ffiB 1's17roooo 127.m0.m) iz,ooo'ool 1377J5ooo Effiffil ao?s's.oo{ lli'ffi:ffi eo27'8oo'oo llli$'fr} 2Ps6rs'oo 13ffi'3o, zPs3roo'oo g'ffi'E aoes'4oo'oo (27.000.00) izr,ooo.oot zoeg'3soo ll',ffiH 2'13{'650'00 ffffitE 2'136'smoo l1'ffitr" 2'165'65000 i.00 7.00 ,.* 7.0c aa, ?.00 ?i00 7.00 17h182 0601r33 1201133 06/0181 12101t34 0610185 1?n1.135 06.101,S 12J01136 0610187 12mj6i 0d0r3E 12i)ln8 OMlB9 1?J01n9 00,01/{0 12101,10 06101161 12D1i4t 06101142 12!01142 0501/13 1201,43 0u01144 lfn1l41 06n1/45 12r01115 sgs,000 785,0t10 uoo,ooo 945,000 1,015,t00 1,115,000 1,190,000 1315,100 1.110,000 1545,000 1,655,000 1,800p00 4,195,000 27,000,000 T25,550.00 725,550.00 7ts,275.00 2m,275.00 6S,550.00 6S0,550.00 670,425.00 6'10I25.00 647,675.00 64?,676.00 623,350-00 623,350.m 59s,E75.00 595,E75.00 566,{75'm 566,475.00 533,400.00 s33,400'00 497,875.00 4g,I,8?5,00 158,850.00 458,850'c0 117,200'00 417,200.00 3?1.1i5'00 725,550.00 1 J90,5s0.00 ?09,275.m 1 2{4,275.00 630,550.@ 1,265,550.00 070,425,00 1320,425.00 647S75.00 {$1,825.00 6582s850.00 1 3426?5.00 623,350.00 1,408,350.00 595,E?5.00 t,€5,m5-00 566,475.00 ,|,511,175.00 533,40030 1,548,{00'00 197,875.00 1.812,875.00 45E,E50.00 r,s4g,E50J0 417200.00 1,732100.00 3?1,175.00 1 ,781 .175.00 321,825.00 1,866,E25.00 267,750.00 1,322,750.00 209,825 00 a009,82s'00r 1a6,825'00 1,990,350.00 2,031J00.00 2,031,7s0.00 2,077,950.00 2,081,800.@ 2,110,750'00 2,107,700.00 2,1{s,4$.00 ?,152,350.00 2,1S8,650.00 2.190,s0030 2,219,6s0.00 1,{88,6s0,00 05,c5850.00 7.00 7.00 100 7,00 a* 7.00 r.oo 7.00 ',100 7.00 a* 7.00 ,.* 37'1,17s.00 321,825.00 321,8?5.00 26?,750,00 267J50.00 209,825.00 '209,825.00 146,Szs.00 146,825.00 38.9?5,95000 Avqege CouPon Ntc nc ArbltsagBYi8ld Bond YsaE Averago Lits Atflued lnteE* ((,320,00030) 127, p;t?7 ,000.00) ,000.00)1J36,650 00 61,605,s50.m0.00 Msd SEttJBmsnt 12m1,15 12101t15 7.000t00 ?.097107 7201553 7.000000 sss,085.00 20.60 0.00 GsoEB K Bar$ ComPsnY s{lttN10 Not Cattle Creek lvletropolitan Districts #1 - #g Garfi eld County, Cotorado Limited Tax General Obligation Bonds Series 2015 $20,00 /$1,000 12 Not Cattte Creek #1#3 Sources/Uses 5127,2:010 27,000,000.00 27,000,000,00 23,610,000.00 2,700,000.00 540,000.00 150,000.00 0.00 27,000,000.00 Sources and Uses of Funds Sources PrincipalAmount of Bond lssue Uses Project Fund Reserve Fund Bond Discount Cost of lssuance Contingency George K. Baum Company st27t2010 EXHIBIT E Preliminary Engiueering Cost Estimate Preliminarf Engioeedng Cost Esumrtes Ir::f;il1",":';fion unJt linearfoot prlces for road tratl. sldewalk and utllities and unft square foot pricestor recreation and tandsEped areas as Cash Flow Pro Forrna Model Carbondale lnvestrnenq LLC Prepared by 811t0 pafthe6, UC Engineering Consuttants Cost Total Costs Notes 2-l.ocal s s and s Subtoral and Sdevralks s Structures and FacilitiesWater Mains Tanks Subtotal Row s and Facllltles ,781Olher Facillties Parks and Subtotal Total Total Last saved:05,19-10 !1:1g:20 AM 3,668.7so 330.000 1.225.000 s 500.000 4,049,000 s 326,250 2,243,844$ --l^or8,Iti 430.000 1",230.?50 1.502.438 s L,627.344 ----______-f:::_$ s,g7g,.Lts 79.983.050 7,577,750 77,494,8K) \ g I I I I I I I : I I .:'(:.- \!:= .i l'! '!.,'::- rl Creek 1 TI I PF(PENTY IMITS E E E e d tr 6E 22 6 5 a z/ d Ed 2 q E E B N '+o Datc: Histrict Roads' AlleYs artd PrDlert: E o o L o EI 8 g 6rr,2010 Erhlbl! Sidewalks LLC District SouthBE i-lil-l it '.1:1 { IA '.:i\ ll '\ ta 1r ll -til ti lf' :t 't l\ ',I "i '! i: ir rla\ I 1 ).,.- il I { C ri \-i t_ ,t I t I tt I tt i I lI I I I I -/ '- \ \1 I I t- iJ I I i t-'^' nt i.:e E G E 5 Eu a{ I9 t2 t g € E ? E s Eef;s EF HE E<s 3,:JE1AAcF.-;bEItr^s 6;i qoo PRF€iTI .r-uMils coHrrrcTtot{ Iog(lSIlNC IRE IMENIFACtur--.--i ti q,u, b 1L D6TRICT BOUNDARY FElectl RE South PEOP. IA'{X SOE POTAB{.E Y'IATER NSIEM /txtsT. asPEN:.,.< CLEN IlrW SIrE E.f.^\ Drte:District Potable Water System fltlc PEFar(d by: 8140 Partn I T I t t I tl-' t t t t I i I I I ---'f--t 6t7t2010 Bddbrt LLC Disttict w II I I : t t E e E c E ,- dn EE/ 6- E a 45 i d e I 6 6 a. (^ a E * 6r PrclPGt: RE South Histrict sanitary sYstem PrePsed 8140 6Fl2010 EIhlbll: LLCbrl Disttict I t ( t I t 1I I t tt J I I t I I I I t I I I 1 -1"t \,. I t t II t ,) (' I t I I I t I tll 't,\ LI I \ I \ \ r t '{r L l.r I ,li {ri ,.a''-' N <^ a p c e tc F 9E. { Q E 2; zd E q ts I crF=EaES EF :,E 6\.s psE ap..;bE 3Ee PROPERIY L[3TS H ProJecf RE South Metropolitan Districd District Raw Water System o cLa$vooD OElcl 6nnu\ ExhlbtH LLC8140 t , L.., ::t I I t rt EXTST. EtSEL{E{r (rrP.)Ii II 1 $ .tt I t I ) -':,, .,I \j.- , t Tltle: IO (' I ttt I I tt l---' .t \t I I \E \t C: .IEXJSI. EASEUENI (wP.) t i \FD )? a I I t.- ti '' ll t I No eaa e c E B q ab 4 6z H.B I & a €5 a I 6s E B tt tt Drt!' Hstrict Storm Sewer SYstemPGlsce RE South PrcPsd s140 l I ( I I I I I t I 61712010 Exhlblu LLGbF Disttict i1 . rt , I I t tt \t\ J \ I t t I t t I I I -1' I I 1 I t @t, \ E z t l-Jr:) ,natl (rYp.) \ i 'it Iti !ii, t '\','r ,il .fl,'r 1l--! I i: lr:r l-;;: ,iil,l;,-^1 .it ri i ih\ ije rir:il:r' . i; i,l('"ll@ Q*r a ,i-:.-- i. t! ;"'c., rl :,. t. .,- iL (i i\ 1ril .\ !. rl rit ,J I I \ 1i ,\ ". :(t t \\ r-i t t ) ti tI ?.ii 5 N E E EE Ed E E b 5 3 I zs E E H 2 I d E a 6 =4;! SE E\g E,:;E7:eaEc -.;i 96g5e qoo I I I ! J .T !t lii il rj \ P.orlct R-E South Merropolitan Dibtrict District Parks, Open Space, Traits andRecreation Facilities I{o: PropaEdbyl 8140 Partn 6t7tzua O!tE: ers, LLG I I l I ex6T. TASTMENI f \ @& Erhlbth Public Hearing - Rivers Board of County Commissioners _ PROJECT INFORMATION AND PLANNING COMM ISSION RECOMM ENDATION REQUEST PROPERTY OWNER REPRESENTATIVE LOCATION EXISTING ZONING COMPREHENSIVE PLAN Service plan Review and Decision Carbondale lnvestments LLC Diane Miller - Miller Rosenbluth LLC south of the city of Grenwood springs on the west side ofHighway 82 at Cattle Creek Suburban on !2g2 acres _ Commercial General on t1 acre Residential High Density t FINDINGS STATUTORY REVIEW PROCESS General Authoritv - with reference to the review of any service pran the Board of county commissioners(the Board) has the authority to approve without condition or modification the service plan(s)submitted; to disapprove the service plan(s) submitted; or to conditionaily approve the service pran:::j::t[:.,:ilff:ii;:T::'"'ar information rerating to or the modification of the proposed trHffi ;I:r:rTjiil::^lItrrove the service pran unress evidence satisfactory the foilowing is (a) There is sufficient existing and projected need for organized service in the area to beserviced by the proposed special district.(b) The existing service in the area to be served by the proposed speciar district isinadequate for present and projected needs. f: ,,".T;;:ffi:l,:::::l:ot''" is cfabre orproviding economicarand sufficient service to (d) The area to be included in the proposed special district has, or will have, the financialability to discharge the proposed indebtedness on a reasonabre basis. ffi.]r,:"."maydisapprovetheserviceplanifsatisfactoryevidenceisnotpresented; (a) Adequate service is not, or will not be, avairabre to the area through the county or otherexisting municipal or quasi-municipal corporations, including existing speciat districts, within areasonable time and on a comparable basis.(b) The facility and service stindards of the proposed speciar district are compatibre withthe facility and service standards of each county within which the proposed speciar district is to 7 B o a rd o r .J;? iff il, l', #I':'r:i,iil"#;: ! fi;be located and each municipality which is an interested party under S 32_1_201 (1), C.R.S.(c) The proposar is in substantiar compriance withsection 530-2g-106, c.R.s. LU'rrPrrc'rrue wlrn a master plan adopted pursuant to (d) The proposal is in compliance with any duly adopted county, regionar or state rong-range water quarity management pran for the area. fl, ." #:"ITion of the proposed special district wiil be in the best interest of the proposed conditional Approval - The Board may conditionaily approve the service pran of a proposed speciardistrict upon satisfactory evidence that it does not compry with one or more of the discretionarycriteria' Finalapprovalshallbecontingentuponmodificationoftheserviceprantoincrudesuchchanges :i#ilil::,lltfl:j;Td:.:llr ie speciricarv stated in the rindings or the board or county Findings - The findings of the Board shall be based solely upon the service pran and evidence presentedat the hearing by the petitioners' pranning commission and any interested party 532-1-203 (4), C.R.S.a) The Planning commission staff Report and presentation, attached as Exhibits J and Krespectively' will provide the specific details regarding the proposed service prans includingdetairs regarding the property applicabre to the proposed speciar Districts.b) The Planning commission specifically authorized staff to act on their behalf to present thedeliberation' findings and recommendation to the Board of county commissioners.c) lnterested parties are those entities that received public notice via certified mail. II. BACKGROUND on Thursday July 1' 2010 Matthew Ruhland of the law firm Miiler Rosenbruth, LLC submitted three (3)Service Plans for three (3) metropolitan districts on beharf of carbondare rnvestments, LLC., the ownersof property identified as Rivers Edge colorado, formerry known as cattre creek (cororado), sandersRanch and Bair Chase. on July 72' 2070 the Board of county commissioners (the Board) reviewed the statutory requirementsfor review of the service plans' authorized speciar review of the service prans and imposition of:::'::.:'i:;i:i,::'i;fi::lJ::]"', and joined in the rererrar to the pranning commission ror review on wednesday July 28' 2o7o the Planning commission reviewed the three service prans and forwardeda unanimous recommendation of disapproval for the three plans. This recommendation was forwardedto the Board in the form of a Resolution, including findings to support the recommendation. on Monday August g' zo7othe Board set the public hearing date for the service prans for september 7,2010' authorized staff to complete the required pubric notte, and required the Appricant to submit a,information to be presented at the pubric hearing by 5 p.m. wednesday september r,2oro. 2 l[. public Hearing _ Rivers Edge Service plansBoard of county commission"r, _ s";;;;; er 7, 201_0 Upon completion of required and discretistaff and applicant presentations and on p ro posed d istricts, r#,ll;,i1",,: :J :'[ff "m m issio n (co m m i proposed specialdistrict boundaries. ements are not in p ce apprised of the statutory criteria, bothission) focused upon the necessity of the,lace for development to occur within the :fii,#,ilTll'l,ll,[-;':ili,'l',i::!;:::Jffi:::j:,.the requested rormation orthe districts at 1' The necessity for a "public" entity to request pubric utirity commission (pUC) alrowance for,::J'[T ffil;:l;::Jntt'r-wav (the Rio crande RFrA trair) that are required ror access2 llH";iljij?1,,#;::i;ff 60 and 61 wourd not a,ow the proposed deveropment to The Commission r purpose ,r "bt,i;l"8;;':'rlll'.:::,',lJlo.:fr,,,,1::ffi:L,.J;.:[,;,.il]r5J,,ffi,,:y#:;,: .t::ttffiflIffirtlprovements included separated grade crossings). The Appricants wourd not rt is important to note that a'of the commission members discussed the ,,potent iar,, fordevelopment tooccur within the proposed district boundaries and referenced the comprehensiv l,i,:iH il" :""#l::i: ; #X **r: * :**i u,. . p,.. i ",,n. ol,::l H :ffi:'J; specificity in the proposed ,erri." ";;;:';^'.:'^"-:':*''ous was the finding of a lack of details or ;'.ffi T[Till+1;i:t.,,m;i:ri:rilH",'."#[:::,"rxm*:, that additionarinformation was necessary. The commisr,", orllrr", j".iff:":"j:r#[J[:::ffi;]: approval' however were unable to itemize those conditions due to time constraints. ffiilI:'J:T#:ffX:il::Hlf1:, " keep moving rorward with their deveropment prans rhespeciricityandthattheyhadnotiret;il:::::i?Ji"i,lh;::J::J,,:ilI:::8il:,.*'r,";;;;; A motion was made to fonvard a recommendation of disapprovar of the thincorporating staff findings on Pages rz ,na 18 of the pranning commission ,,rn J:i"ll:ffiJ[l:xl ffi'l,LTl]i:,il :[ :"ffi:ffi ;"'j',;;;;";;;'', nd, uthorizing the Cha irma n to sign a 3 tv. public Hearing _ Rivers Edge Service plansBoard of County Commission." _;;;; er 7, 2oto The Planning commission unanimously recommended disapproval of the three service prans - RE East:ffiil"T;jl,1rfiJrT s"'i'u prl'n, ^nd the RE south service pran. prease see the attached V. ADDITIONAL FINDINGS Mandatorv Criteria staff presented additional suggested findings to the pranning commission in the presentation at the meeting' see Exhibit K' These findings were not incorporated into the pranning commissionffiTl'll.xTi" ill l'J, ff '""ffi :;::ffi ,."J,'l " il; ", h e pe t it io n e r ra irs io s u r m it s u rricie n t 1' The petitioner has faired to present evidence that there is storganized service in the area propo*"]r".."::;j:":.'t"::o]t11" existing and projected need forcommission specificaily finds: as required by 532-1-203(2xa) c.n.s., and the pranning a) The proposed deveropment is speculative and has not been reviewedcounty; q,,v ,ds r approved by the b) The area proposed to be served by the districts is currentry zoned Residentiar Suburban and;:Iff:::I,,,ffi l#TiJffi ,l:.J[:,,,I li'il;,, the proposeo resiaentiar or com mercia r c) The petitioners have failed to present an inventory of the services that are currenry avairabte tothe area from existing special districts or other municipalities; d) "The three Metropolitan District service plans presented to Garfield county anticipate a certainlevel and scale of development, which cannot b" ,..;rrodated under current zoning.,, seeffil'*:::lJ":' Ford Frick' Managing Director of BBc Research and consurting, incorporated 2. The petitioner has failed to present e\projected needs as required bv s32-1-2or-iirr::i:i:Hfifi,:ilffJ:#i:lffJ,,*,ffi:[., a' That the land within the proposed district boundaries is within the carbondare and Rurar FireProtection District which provides adequate service to*,".r"r;b ]jil *:,::i:::rt[:T,#;:'.:;.::,ffil:::Ti:wi,hin,he service area of ,he Roaring adequately provide water and sanitation service within an"oir""t"r""d to indicate that it cannot 4 Board "r.J;?';"Tff|il Rivers Edge service Prans ff;.H"TJ;l"lilifil.:l,l :ffi , ::,,h:::: L{ff::klr,,';;;;. ;,;.:, 02, a n d ..,, ",.,.,,, "d' No evidence was presented of existing services and the projected need for the specific pubricinfrastructure in the prans nor the specific ,.ri.", risted in the prans.3. The petitioner has failed to present evidence that tlproviding economical and sufficie., ;;;":";:,.""',:::,tne proposed special districts are capable ofcommission specificaily finds: - service; as required by 532-1-2orririlj-a.*.s., ?rd the pranning a) .},:fiHT:::il J.lTH::,:J"11:on,,.,,ed that the proposed deveropment wirr receive b) ::;li:l::J"Tfi1,: #J::::::,:::,ilJ[H?fli::.i,1' o" ec.n.m ca,r.r,he pr.p.sed c) The petitioner has not provided information, such as surveys or enecessary to support the cosr estimates ";;;:^^::'],i: t"uys or engineering standards, been adequatervdemon,,,..,"olr,l},,|,"j,"Jffi:',""T;1#::,fiT,il:*l*{:;1"ilil:1 :,iliff:H::J;:[:"T;:TiJ;J,rence thatthe area to be incruded has orwir have the rinanciarand the elanning-commission ,pu.iri..rry"r1il t reasonable basis as required by s32-1-203(2xd) c.R.s., a) That the use of the 200g assessed \/21,r+i^- r_inappropriate given the state ",;:""1J"'#;'Ir?#:ilJfl:::;:fll"the proposed site is in Garfield County;b) "The District service prans provide no substantive support for the pace, price, cost or scare of the anticipated development and infrastructur; r;;;"rents.,, see report incruded in Exhibit J::,ffiH:,:ilI','.';1;llf [].:',.'"* " ;;'; "'a gi ng Dire cto r or B Bc Resea rch a nd Discretionarv Criteria l;i11]:lllllrlflthe Petitioner has raited to produce evidence that adequate service is not, or wi,corporations, inctuoir' the area through the county o' o*,.i re q u i re d, a n d th e,,, l',iff l':: ffi :[ i*;#il.;;:; ;# ii"'l l*" ]T :'I:' # J.l::;fi# {1 a) #,l;l':::;;,::l;:H::ff.1,'lji'#:l:l regarding the services currenry provided by 2' 532-1'-203(2'sxb)' the Petitioner has faired to produce evidence that the facirity and service standards of the proposed special districts tt" r"'ol,ible with ,n" ,..r,,, and service standards of each county 5 Board,r.",l,1?,tJr"tr,:*";::,._'r:Hili::;::iT; within which the proposed special district is to be rocated, a1f each municiparity which is an interestedparty under 532-7-204(7), and the planning Commission specificary finds:a) The facirity and service standards were not provided in the service prans. ;ii;:ifili tJIi';l'"-',T]'ilI has raired to produce evidence that the creation or the proposed commission specifically finds: terests of the area proposed to be served, and the planning a) The proposed district boundaries contain vacant rand with no deveropment approvals;creation of the special districts wourd not be in the best inrbecause of the speculative nature of the developmen, orooortil"sts of the area proposed to be served 3. 532-1-203(2.5)(c), the petitioner has failed to produce evcompliance with a master plrn rooo* ":;.,::-t::11t:'l'Y:lce that the proposar is in substantiar specifically finds: master plan adopted pursuant to s30-28-106, c.R.s. ,na in" pranning commission a) The service plans did not contain an anarysis of pran compriance with the comprehensive plan;b) The provision of redundant services is discouraged by the comprehensive pran; ff-:T::t;ffi distric! Residential suburban, is in compriance with the High Density Residential r *: n:i:ff ff :i.x ; :# fl :,;"#, Iil, in .nli n ',* :u:,ir *.."t,x 4' 932-7'203(2'5Xd), the petitioner has faired to produce evidr I":TJ;,l"1Hl#ilij;"fx;l:;;:;x1:,"",;;;#il::,,ff ;'lT:r"",T[ j["il::,,:.; a) The service plans do not addrer management plans. ;s water quality or discuss any applicable water quality 6 ##tf*Hiryg-,H 5#H# rlr{drm't r rr I STATE OtrCOLOttz\t)O County oICul'icld ) )ss ) At a rcgullr ntceting ol tltc Pl:utnirrP corrrnrission lor G;u-licltl counry. cotorado. hckt in rlrcff'lllfil',;:il lf:i:il: [1ru;:;lgl-.il::*tHHX-:H ci-;,;;;,ii;il-;; wcd.csd;,y tin V , (lomlnissiorr Ch:rirnurr Sulli \ran Corrrnrissiorrcr ,. Corrrrrris$ioncr Conrnrissiclrrcr . Glrttrnissiorrcr Conrnrissirxrcr Conrrnissiontlr Associatc Cornlnissioncr .i\ s.sociatc Cornrnissioncr .,\ssoci:rlc Colurrrissioucr ,'\1si.st :rn t Cou rr ry r\ t torncy Clerk to rhc Cornuri$sion Itlisolu,t.roN tio. 20r0.PC. @ I A It ESOLUTION'I'O ;Tt E'*IOR IALTZD'I]H ti PI,A NNTNG COIINTISSIONRECor'n'IIiNDA'uIoN'I'o Triil riiiiiiD_orctiti;ir:il ii)rruffisroNpns roR .r,,8ItE.sotJt'll, RIi NoIt.I'tr, iND iiil E,isr,$IIRviaE pril.rs, oAnr,.rEr,t couN.t.y,COI,ORAD(} rvlrcn tltc lbllorving proccctrings. *nroirg'rrrers rvcr.c had arrd rr.rrr:. lo.rvir: t,Attctit. N0# 2.tg.t- tg2-00_ t02 ANt.) 2.t9J-072-00-00 t Itccirals r\' (itrlicltl clounty is * lcg.land J>otitical -subdi*isi** or'thc srarr..t'Cor*rad.. lirr rvtrich t*ellorrd of Counly C<llnnrissioucrs is rutlrorized ,o ,r"a- .''' B' Pursu:tltl to l:trt" tltc tlo;trd of c0rrrrt.t'conrrrrissiorrcrs ot'carlicld county (lhc .,tioard..) hasappoirrtcd thc Garh-cl<l corrnty l'larrning c.,,u,,rissir,,iiir," ..cunrrrrissiurr..). c' on July I ' 2010 lttrcc scrvicc pliuts, rclarcd to rlrc ;:rop0sctl tonu:[iorr r:t-thrr:c rnctropolir:lo € 3t? D. E. r,{;{ioH#,#,fl,lX;#H;,Tlil,'{**,r*r clistrict''i' l{D so,th' RE North a,d IIE Easr. *"crc srrhnri*crrirr (i*rrisrd cr.urrr.y. c.tora<to ro rtrc Clcrk antl Rccorrtc, *rc:,ril"i.,'6uu,y. C,rlora,lo. c*-ni,i.,io Clcrk ro rrrci;li;crd tloirrutctl'c,ttnt'v contnrissi-o;;t' 'i;; il io*lt*.on.lo"*,,;;;r acrcord.ncc rvirrr rrre c'roradoi,H:llili;IilTl;)ii;i#ll,i:;,,11* ;;i;:ffi'illl,lir ,i,,.,", n", ,,,,.r iiic ,".,,ui,"a 'r'hc t30ard aisc'ssed thc rcvieu, scher*rrc rkrr trrc scr*icc ,t ixll:,i3;""l,ill*:?Hxffi xiixltfiifljfl:ffi t'ffi i]:ill';ifi lilfl-l",flil; Pursuaitt rrl c'lt'l'-..,$.32 -1-201 (2)(a) rlre.co.,lr.v prn,,i,gr"ornrris-sio, srra, sr'r_r,sucrrilffi:Ill:,;;.L$ ,"***,x irs rcconrrii,:no,,rrou* ';;',;M,;; riirrr rrris p:rrr ? ro rhc boarcr .rcbunry ",-i*,*i'illl,llolithin rhirrv <ta1's lirll.rvi,,-o ,i^''tr;rg r:r'rrrc sc^,ice ,hr* *,irrr rrre In acc.rd:ttlcc t'ith statc l:trv' tlte l'Jlalrni,g conrrnissiolr rras rtroptcrr a c.lrr;lrcrrerrsi'u prrrrr.currcntly llte corn;rrchcnsir.c irr., .ii iiro,r. ,, ;;il;"''r 'rtlt)plctl a ct-rrtPrcherrs "lJrc conrrnissiott con.uctctl lt prrhtic ,r,..:11,.,S,g,r Jrr11,2s. 20 r0 up., rrrc qucstio, ol.*,,strrcr :: lt':l ::: fli ; i1;il',lffi il,, ffi ,iL, .1',"1n ;.,n,,, *i,o,ii,, ;,ii :i, s\ 3 2., .conditional lpPr'r'at *rrri*"iio iril's'r',unrirriu, or-a<rairio,,,,, I lo"u'tio,. tlisapprr.rvar. orntodificatiott o[ tlrt' prnpnr*.1 .*.;;;;';l;,,r, nlbrnratiorr r.rl,,riirg ro t>r rhc r\.s .sct lbnlr ilr E.xlribir I:. srrrfi- r).r,.--;.nn<,as,ri,.iii,.Ji,;l+'lilititllljl,ll_1iii1;xxilT,:i,,1,,,:lli:1,[[:lJ,J;j,;;:,;,,;::iffi iJiillll;,:lf, -ortlt' and rin r:tiri rti"Irffiii,,,,, Disrricts i,,i-.',,,u ,,n.(r.irrc:r),t,*ir.,sinirctr rrrc $32- | -203(2): [']-.^,,:.1llilffi:HiLf,l../liiJ.]li,:frJ:li:.li:,,i..,"d,rcctr trr,rs,nizc<r scr'icc ir*rrc arca rtr ltrt 'l}c c.xisring scrvicc ilt the :rrcl rinrtrtc<;rmtc *ri*X,r, ancl,ro.jecrr:o,r..a'll ltc scn'ctt by tlrc prol:,sctl spcciar disrricr is 1:1.., T'hc proposcd spccitl district is cscnict to the rret rvithin irs hountllrries: ,apilblc <lf ;lroviclins ccclnrtlrriclrl :tn<l sul.licicrrt 1fl1,,,." ,][.:.',.,,,1!:1i,J'h',,,;-:T;l,,.!JifiH:i,{ :?ff,;I5fiilj]ii;Jil-,,, h,rrc. ,,,c,ir,:r,ci:,r As sct tonh in Exhibir F statT llclx:rt. *nd :rs triscrrssutr duri,g trrc l,rbric rrrcr:ring. rhc t: C t{ i 'l f'{;#dHd#,,ff'y#llffH;TJi+i'H,,,n'ull ,T,'ffii'lllllll'::fi11ilj:[fi:Xffi,1[:,:ill[JlLr\o.,r. ;rn<r rrE ri.sr turcrroporimn $32- t -203(2..s):(a) Atlctp:rtc servic'c is tr't' or *'ill rrot hc, avait:rbtc t() rltc.arca trrrough rlrc c",t.y .)rothcrcxisrin* u,rnr.llll;r;r!;;;;,,,,i.iii*r .un,;*;;;. u,..ilil,,r* __isrings1,"*ci*rtrisrricr.r.u,irhin a rclsou:rbtc rin,. rrd o,.l+',r,n]l*,ulc basis. (b) Tlrc facititv rn<I sc^'icc sran<l:trtls if ,li* rrgryscd s;xrci:rr rrisrricr:rrcc.rrrpar6rc *rirrrt'c tacility arrtl scr-t'icc stltt<tnrcls- ur"a.-i, "nu,rty rvirrrin *,r,io.ii,ii* ,roposca s-pr.ci*r disrricr is to be Iocarccr a,rr c;rch nr,,,ii.i[,ffii,i"t, r -i, ;;;;*dil;Jj, uu,r*, 32_ r_204 ( r ), $l,,.r,,lnHiffi:i.llJ subsrnnriar *r*J1ri;1;1.* rvirrr r r,rh^rcr pron 'tro,red prrrsua,r r<r lli-- J[,ifliflij'1,T,lL:.,,,',':1Jilfi [Tl,;xy.:Ir arr.prc<r cour*v. resio,rar.r s."rc rc,,rg- lilr*;1ffin':.."riJttc Proposcrl spccial <tisrrict *irr rrc i, rhc rresr irrrercsr .,[ rrrc &tuQujr:roN |t",JI,,'.,:fiRliroRII' IlIi I'I' Rlisol,lf'D by rtrc trrrrrring c'n*ris,,-irn of G:rrricrtr (iru,ry. r\' 'l"hc f<lrgoi,g ltccitcls ilrc inc'orpor:atcrt try trris rcfr:rcrre :ls r){rr of t.c rcs'rutior. '' ;i,l-;llHl,l1f:'l-x},[,-i]1,',:ll;:l;,;l:[iJl rrro r]o:rrd or cour*v cbnrnrissiorrer.s trisrppro*c I ' 'l'hc Pctitioncr ha's lnilcr'l lo prcsc.t cvirJc*cc rr*r rficre i.s -sur'ficic*r c.xisring and ;>rojccrctlL-fiililffiTtfi:fi:il:i;l'i;,,-;'li'',r,,,,1,,;xi*;;'dil y $;;.r"dirlr;li'[ u r. ,,,,,r :' ill:Jll,'JlffiIlil;:*:[:?]:::,,.:r rt*rr rrrar rrrcrc is cxisrirrg or proicc,cd rrccd rbrn' Iif lilJ::iii,;lf'ilJfllllliJ:i:UU*mrcrus rbr rr-:rcrc or c,,,,,crciar ,,sc proposcrr dcv.rop,rc,r .,r-i.eon d._"iri,,s',,,,,i.. ,llili,i;n ;|,.},Iffif..fi;::;l';,,,;icontntcrcinl ilrcil' c:lnllot tru dctcrnrirrc,t prio, ro s,,rr,,,i,,rl ..,ir;,;;;;;;i'lt'I1,.,ogr,,,.,,,tlhns tirr Counry rcui,:*, pl,urs ,i;f,i"fr."",r-" ,, nl:ly nol be :rl4rrrrved.2' 'lltr-' I)ctitioltsr ltas failcrl to prcscrt cvidsrrcc tr*rt cxisting sr:^.icc is i':rdcc;rirtc rirr ppc'cpl .1 f,*.{ifld#*qi#:xllr#fJT:y:{r #:l;,:fiili1,i:ffu'as ruquircd bv $32-r-203(2)(h) c:.R..s.. rnrr trrc pr:rnning corrrnrissiorr a) 'l'hc scrvice itrea lor ttru lloariltg l11r.lv,rT ct Sa.irarion Disrricr. :rrrrt rhc disrricr , , -ifiil'-1'.1T,.,11,il:,,fJ',1',-:l.fJil,',:fr,*;.;1' ll.lnil*,..rio, r)isrricti'o,t.,rn, rr,.t, lli,llrJ',,,,,.,',,,"..,1fi.,,o, o.,.J.*,ri.,;;;;,;;r,rrc(r rhe nccd rirr:*rtritio,ar ,r-s**izcrr-' IH'Jll;J:[ffii:Jlil:.r':-rtd rcs*lr i,r o'crlr;r of ttisrricr r,o.'rlnric.s,'rrlrrr c' ln ixklition to lhc uantlatorS'critcriu, rlrc Planning c.mlnissi.n recornruends trrar r'c tlo:rrtt[li?:rtl3:l:':llT:',,':fiuil;;;;;';'ih.. ,",*i.l*il;;J',ilr ,rrc rriscrcri.,nrl,crircrin or. l ' "s32'l -203(2'5xn)' tltt: ['utitioncr hrs f:riled ro Protr,ce u'i<tr.ncc trrar :rcre<1u*lc scrvicc isnot' or u'ill .ot be' avrilnhl* ,n ,r,* ui*,i rhrorrgrr ril ;;;il;r orhcr cxisrirg rr*rnicipar ortltrasi'ntuoicip:tl corporatiorr.r, in"'tuair, "-r-Jis;;;:.:;i;i;crs. u,irrri, a rrr:rsrx*hrc ri,rcand on a cr:rnparabre basis,t- r.,i;il;:".na rn"'pi,;;;r;; c;nrissio, s;rcciricary ri,ds: ", ;l::,ff11'ffi,lii:::ffiil::_rcd rrr:rt *dcquarc l,-crvic,i is rr.r. or rvirr *or bc.' ;,r<,recriou.u,r,,',r*,rr*;il;;,;fir::i-:.lJJfi:[:llf,lil::"i[J]Ii,:;,il;; their b<lrurtlarics antt scrvicc lllan itrcAs. 2' $32-l-2o3(2"5xb)' rhc I'ctitiortcr has,jlif,cd ro r)ro(rrc-c *,idc.rcc rrrar rrrs rircirirl,andscrvicc strto<t:tnls ol'tltc prop,,r.iiffiiri .t.rii.o *".",,,i;-rit.u,itrr rrrc rirciriry anrr $cn,iccstanditrds ol'enclt county'rvitlti'i"'itrr'iir. prrp'scd slrcciirt disirrcr is ro rrc tocarctr. irntr crcrrntunicip:rlity rvhich is an inrcrcs,..r p.i,u rruer $:e_ r:e,l{iii.'*,,,r ,n" l)l:r*,inr C*rrr,i.ssirrrs;recilically lil<.lS: ----- r'\'r'r u'rusr '\-')''-l-JU't( l). ilt :t) 'I'hr: pctitiortcr ltlls ltol dcttxtttstratcrl lh'r Ihc ;rro;xrscd lirc:ilit),:,rrt srl^,ice slir,d:rrds l[,r,:ti,t,,',",,il||t rvit' othcr spccinl ttisrricrs. ,t*- c'.u,u,y or irrcrcsrc<t ,*ny 3'. slz- t-2()3(2'5Xc)' rhc.l'}stitiorter hus ruirc<l ro 1)rotlucu cvi<Jencr: ttr:il rlrc pn4xrsirl is ini',',',1',l,,,l:iX'l;:,','l$1[ffiil:Hi:l;;tlllj;',,.rupr.01,,i,.,,,."", -i,u.:tr.ror,. ci.ii.'i',,,,, ,,," { r,i,#-Hd#.#fl:' l-#ffi,T::l:- a) Thc servicc plans drl not inctu<Jc a,.nalysis.r'cornpliancc rvitrr t1e conrrrrcrrclrsir,c :i'il,,t',:i":j:rc thcv lu*c trot r,c*ro,srrare.r ,r,*,'rrrc nroJr's*r i.s i, subsranriar i::,r, ;1.:,,;,,r'f iltl,ii'I:xffilIrfl;.;.,il,,111::]lg::y,r,i,,rhecrca,ion o,,hctltc lllorrning Cornnrission -r*;i,r;ilrlri",,*, "-" rr' r"e rrc:l ,)rotx)sc'tt ro bu .scn,cd. a'd a) 'rhc proposctl tlistricr boun<lary cottlai,s f .cant rancr r*it.rr rr, cntitrcnrcrr(s ottrcr th.rr b ) fi i.,"Li.:, ;',r,'J,;x:lli li I; 1,,:,*:;,;1 Tj;;Tll,,ffi I# ., r . o,,,,,,. i..r ffi ;;;;;ffi :,'rrc'cropnrr"'nr" rhiu tr,*.r;riJ.,i r)roposc ro sc^,e. i1;.r.i,r.xffi:1ffi lix,j;ilxfl,]l]j;rnr, rhcrcforc rhc c,u,,5'",,,u,oi,r*b.,,ii,io'ir;;;;;rr rhe sc^.it:cs :* rrris rinr.:.l)' 'rhc puqlo-sc of this Rcsoturion is; to rnsnroriari,zr:.trrc :rction tnkc., ,. J,ry 2$. 20r0. Datr:tl ttris 28,r,rla1,of .luly. A.l)- 2010. ilil cAttF[iLt) coMNts.sroN. COLOI{i\DO couN't'1, GARITIEI.,t) PI-ANNING c()uNl'),. A I-|E.ST: G:rrlisld County llanning Corrrnrission Upon rrrotiolr duly nrarJu and .secortrJr:d thclbllorving votc: Philip V,aughuh. Chli n tirrcgoing ltssolutiorr u,:rs :lttoJtlctl ll1, rhc i\yc rl lrsr:rt I r\yc Vr . .,\}.c . ;\yc . r\yc Ayc Allserrt i\1c . r\bscrrt _) Kath From: Sent: To: Subject: Don and Kathy, Deborah euinn [f*?l.t#,:",":ru B!Fl"'o'o 4:08 PM I don't have time to rg.view these new submittals, but a quick grance seems to indicate that they have submitted revised costs as a result of deficiencies pointeJo" ,, ar,u pt"rning coirmission r,".ring. w" hired an expert to review the financial aspects (although ir v"l l""t r,"-- Frick's ."roi,-ion, he didn,t ,",lr,o t-rrat mucn; , but you might want to::i:T.H:'Hif,',"":tJlfil*:,il,',,,:T;::*,1,:,,r::[di"- rererraito pC and to outside expert,nd *hethe,weis crear that thev are 1!1neinr,i" '".t" prans that,,.,"-c""r'J,;;-ff::::::ff:::?::l L, o*ii,"""r, but here it I[,#l::!.",:tJ]H::n::ijJl;*l:' is that trris aoesnliconstitute an approvarorany reverordeveropment. rtwould permit the development propo;;;l t'" necessary' given there is no develo'or"n, approved and no zoning that I-T, Kathy A. Easfley *n!r Wednesday, September 01, 2O1o 3:18 pMTo: Don DeFord Cc: Deborah Ouinn Subject: FW: RE Service plans lnformation just submitted for the pubric hearing on the service prans. Kothy Eostley, ATCI Senior Plonner lyytleta county Buitding & ptonning 108 8th Street, #4Ol Glenwood Springs, CO g16)l Phone: 970-943-1377 ext. t5gOFox: 970-384-3470 keost ley@gorf ield-county.com # ,,.\ L,,,rsr(rur rrtr,(.n\l.{,nn)(.1.r lr, t,,r.t i)l.lttin,, tl i.,,irr.rrl. From : Dianne Miller [mailto:dmiller@miller_rosenbtuth.com] Fnli Wednesday, September Ot, ZOIO 2:22 pM I3; 5AT#;t"T[rev; nocry irr;;'* ;;'otero; Mark sawyer Subject: RE: RE Service plans ffil-ched are two pdf files that we are submitting as additionar information for the Bocc hearing next week Dianne 303 285 5320 1 A. From: Kathy A. Easfley [mailto:keasttey@garfield_county.com.l fr,*Ifr *17-".fi"stH,,lii'iffi ffii" ;,, t Subject: RE Service plans Dianne and Rocky, I am finishing up compiling the information for distribution to the Board of county commissioners for review of the service plans at the public hearing ;;";'rh for ruesdayJ"ri"ru",. ,;i -,o-r*',i,il, o, wi, have, any additionar;tfi:il:ljil.T i: J:tx".:ilj*j*fij,*,fi;:1":"#:t,1;::i:,T:?.:Tu red ,ha, ,o, ,,u,ii j,-yr.uo ,ion,r Kothy Eostley, ATC1 Senior Plonner lytlela Counry Buitding & plonnins 108 8th Street, #4Ol Glenwood Springs, CO gt6}t Phone: 970-945-1377 ext. t5gOFox: 97O-384-14TO keostley@gorf ield_countv.com ;{ Irl.r." c<lrsirlcr thr.r,rn.irrrnnrr.r.rt lrcfirrr,Printirrg this L..rnrril 2 {{y Ze, 2010 planning Commission ExhibitsRE South, RE North, nf fait SL*it" plans Carbondale lnvestments, LLC A B Garlield Unified Land SEU ofResolution 2008 as amended C ve Plan of as amended Garfield D RE South Service Plan E ServiceREN,orth PI an F RE East S ervlCe Plan G Staff H taffS I J dated I)I20 0 from Ford Director B BC ResearchGarlieldAssessorandTreasurerData Rivers Edge Service Plans Planning Commission JulY 28, 2010 \ E Proposed IYIetro District 0 ot , H t, * i l-fgencl Gorlleld Counly EII Fl?;Er rtfclsGErtl Srr.dctE trEr,ct GEn :refrttn EilrarEr.! *t,ilttrrft{ lJ{t6F llflrlrr.afl O!.E!r. lrtF CG tlaal Ttt.$rLll|rr:lt2 l.tar.ro I ftlEra.ffi l,q, asrllmE /t l.u rl.tur 1 !tltil REQUEST PROPERTY OWNER REPRESENTATIVE LOCATION EXISTING ZONING COMPREHENSIVE PLAN Rivers Edge Service Plans Planning Commission JulY 28, 2010 PROJECT INFORMATION AND STAFF COMMENTS Service Plan Review and Recommendation Carbondale lnvestments LLC Diane Miller - Miller Rosenbluth LLC SouthoftheCityofGlenwoodSpringsonthewestsideof HighwaY 82 at Cattle Creek Suburban Residential High DensitY I. BACKGROUND special districts are quasi-municipal corporations and political subdivisions that are organized to act for a particular purpose. A metropolitan district is a special district that provides any two or more services which may include fire protection, parks & recreation, safety protection, sanitation, solid waste, street improvements or water, to name a few. A district has the ability to acquire bonds for the construction of the improvements and to levy taxes, to the area within their boundaries, to repay those bonds' We are familiar with the special district concept in Garfield county, particularly related to fire protection districts and water andlor sanitation districts. several metropolitan districts currently exist in the County. The formation of a special district entaits a three-part process that requires obtaining review and approval from the local governmentaljurisdiction, review by district couG and a special election' The Garfield county Land Use Resolution of 2@8, as amended does not contain specific provisions related to the review of service plans, therefore the process of submittal and review of the plans must be in compliance with statutory requirements contained in Title 32 of the colorado Revised statutes- Those statutory requirements inctude submittal of the service plans to the cle* for the board of county commissioners, referral of the plans to the planning commission for review and recommendation to the board within thirry (30) days of plan submittal, and a public hearing with the board not more than thirty (30) days after setting the public hearing date- II. GENERAT TNFORMANON ATIID S]TE DESCRIPT|ON The Clerk and Recorder (Jean Alberico) received petition for review of three (3) Rivers Edge service plans on July L, ZOLO and a public meeting was set with the Board of County Commissioners (the Board) on luly L2,2010. At that meeting the Board discussed the review process for the plans and joined in on the referrat to the commission for review and recommendation. The public hearing required for Board review is to be scheduled at a public meeting to be held at least ten (10) days after receipt of the planning Commission recommendation. The public hearing must then occur within thirty (30) days of 2 Rivers Edge Service Plans Planning Commission JulY 28, 2O10 that meeting. The public meeting is scheduled on August 9, 2010 with an anticipated public hearing date on SePtember 7,zOtO- The three service plans are proposed to serve a, not-yet submitted, development plan which requires county zoning and subdivision review and approval. An application for re-zoning has not been submitted to the county. The service plans state that the 'development'' consists of approximately 23g.g4 acres, with up to 1,200 dwelling units, up to 50,0o0 square feet of commercial square feet' lz,@Osquare feet for an office/recreation/commercial structure, a 150-room hotel, a school site, parks and open space. The function of the districts will be to construct and maintain the public infrastructure necessary to provide service to the development. The public infrastructure may include some or all of the following: Certain roads/signage; Public trail sYstem; Potable and non-potable water lines and associated facilities; Wastewater collection lines and associated facilities; Water tanks; Administrative and office facilities; Weed and Pest control; Fire protection facilities and service; Fire hYdrants; Vegetation manipulation and management; Drainage; Tra nsPortation facilities; Public recreation imProvements; other public improvements that may be necessary and appropriate. The proposed boundaries encompass an area of approximately t24Gacres that is divided into the three districts; the East District (11.9-acres), the North District (115.3l-acres), and the South District (112'7-acres)' Though each district will remain separate with individual statutory power and authority, intergovernmental agreements between the districts will designate the East District to serve as the coordinating district' The East District will be responsible for the review and approval of construction plans for the public improvements as well as the operation and maintenance of the public infrastructure. lt is important to note that the service plan state that the districts mav contract with other entities to manage, fund, construct and operate facilities, services and Programs. 3 [= d lry )rilh CGp{bffic3dry if, Eollt,tloih, md E !t Rivers Edge Service Plans Planning Commission JulY 28, 2010 The estimated cost of the public improvements for the proposed development is ts6o,o0o,00o which includes the acquisition of land, engineering services, legal services, administrative services' initial proposed indebtedness, as we[ as other major expenses rerated to the facirities and improvements to be constructed. The proposed indebtedness of the districts will not exceed S4O,5OO,OOO, with repayment by revenue generated by a proposed 45.00 mill lerry (of which 35.00 mills will be for debt obligation and the remainder for operating expenses). Additionar property taxes wirr result for those properties within the district boundaries and the future residents wi[ arso be subject to HOA dues; user fees for various improvements including community facilities, internal transit, water/sanitation, and raw water; and a facitity fee of 1% of the home sale price' I!I. ZONING AND ADJACENT USES The Highway g2 corridor between Grenwood springs and carbondare contains severar residential PUD'S, rronbridge to the west and Aspen Gren to the south, as weil as other residentia! subdivisions as shown on the adjacent map. The cR 114 / CR 154 area to the north of the site contains commerciar zoning with retail uses such as the Thunder River Market area and semi-industrial commercial uses such as Gallegos stone yard, warehouses and fabrication activities and a mini storage facility' The high density H Lary F Mobile Home Park is also located north of the service area boundary' Efl. Sirga Rivets Edge rdrica rtE !sdo( rerrs SPfrigls l_"t I I Iiit,'lIr ;;-)ete-o"' 4 ii 1i ;.i .8_' , :.:i Planning Rivers Edge Service Plans Commission JulY 28, 2010 The adjacent zoning map indicates that property within the service area boundary is predominantly zoned Residential-Suburban with a small (t1-acre) area zoned Commercial General (the former site of Sopris Restaurant). Commercial zoning, both limited and general, is located immediately to the north and east of the site. The ULUR contains general provisions of basic zone districts in 53-101. Subsection l' states that the "The Residential-Suburban zone district is comprised of low-density suburban residential uses developed to maintain a rural character'" tV. HISTORY This site, less the one acre commercial-zoned parcel, was zoned Sanders Ranch PUD by the Board in 20o1 and memorialized in Resolution 2ffiI-27. This action rezoned the propefi from ARRD (Rural) to puD to arow a site specific deveropment pran that incruded a gorf course, 62 single-family units, and 168 multi-family units for an average density of .82 dwelling units per acre' A preliminary plan compliant with the PUD was submitted under the name of Bair chase and approved bytheBoardin2(XM,memorializedinResolution2oo4-gS.Aone.yearextensionforthePreliminary plan was granted however that extension expired on september 13, 2006 rendering the Preliminary Plan invalid. The expiration of the Bair chase preriminary pran, together with the fact that the development was not in compliance with the approved sanders Ranch PUD phasing plan, the entire PUD Plan was determined to be invarid. The Board initiated action to revoke the pUD and rezone the site- Resolution 2@8-LLz memorializes both the revocation of the PUD and the rezoning of 228 acres of the property from PUD to Residential-suburban, but maintained the sanders Ranch PUD conservation and open space zoning on the 53-acre conservation easement held by Roaring Fork conservancy. This 53 acres is part of the property owned by carbondale lnvestments, LLc and it is unclear to what extent this acreage is within any of the proposed district boundaries' A sketch plan application was submitted in 20o8 and reviewed by the Planning commission' That plan proposed a high-density urban-style residential community comprised of a wide variety of residential types totaling 979 units, a 25,mo sq. ft. neighborhood commercial center, 24,WO sq' ft' of cOmmunity facitities, a school site, a 1O,O0O sq. ft. firehouse and severat community parks / fishing ponds' ln october 2@8 an application for Planned Unit Development rezoning of the site was reviewed by county stafT however the application was withdrawn prior to any hearing on the request' That plan 5 comme&!{- Fr* tnd ji -L- ).^: _ Dublk t:nd \\ s.rU"A";-.! PUD nrrlr l. .i I _-t, II ll ;, I ,tlric lrd ii I Rivers Edge Service Plans Planning Commission JulY 28, 2010 proposed t,0o6 dwelling units, 25,0m square feet of commercial' a school site' 25'0@ square foot community center, recreation and open space' HTSTORIC PROPOSATS Dwelling Units Commercial Area Uses accessory to go lf course, including lodging, restaurant and pro shoP Sanders Fanch PUP ltt PUD denied,2d aPProned but revoked Soprh llevebPment GrouP 230 tr Preliminarv Plan'PUD Amendment - Approred, PP erPired, PUD revoked as noted above tinksVesVBair Chase, LLC 230 units Uses accessory to golf course, including lodging, restaurant and pro shoP PC comments Related Westpac on be{ralf of Rirer Bend Colorado, LLC 979 25,000 square feet Cattle Creek Colorado (PUD rezone) Withdrawn Related llltec$* on behalf of Rivcr Bend Colorado, LLG 1,006 25,000 commerc ial with additional25,OO0 square feet for communitY center and river club Under Review Carboldale lnvestments LIC 1,200 50,000 square feet/12,0O0 square foot office V. COMPREHENSIVE PIAN The propefi is located within StudY Area I which designates the area of the Property, outside of the conservation easement, as "High Density Residential" on the Proposed Land Use Districts MaP which proposes ProPerties in this area develop residentially at a density of 0 6 REs H (<2 AC/DU) t7 *a; , RES M (6 TO <1O AC/DU) Rivers Edge Service Plans Planning Commission JulY 28, 2010 to <2 acres per dwelling unit. The suburban zoning complies with this designation' The density recommended in the comprehensive Plan for this are contains a very wide range - from 2 acres to 0 acres. The determining factor on the appropriate density would be compliance with the goalqobjectivesandpoliciesrelatedtohousing,transportation'commercialandindustrialuses' recreation and open space, water and sewer services, natural environment, and urban area of influence' The proposed "developmenf' to be served by the distracts may result in '2 acres per dwelling unit when utilizing the whole property, however it is likely that the residentiat component will occur on less than the whole property (due to the amount of commercial floor space proposed to occur) thereby reducing the actual acres per dwelling unit' section 1t. Goals, policies and obiectives of the comprehensive Plan include the following statements: Goal: To ensure the provision of legol, odequote, dependoble, cost-effective and environmentolly sound sewer and woter services for new development' OBJECTIVES: 7.2 Development located adjacent to municipalities or sanitation districts with available capacity in their central water/sewer systems will be strongly encouraged to tie into these systems' POLICIES: 7.2 where logical, legal and economic extension of service lines from an existing water and/or sewage system can occur, the county will require development adiacent to or within a reasonable distance, to enter into the appropriate agreements to receive service' The burden of proof regarding logical, legal and economic constraints will be on the developer' V!. REVIEW CRITERIA & STANDARDS Action on service plan - criteria 532-1-203 (1) The board of county commissioners of each countY which has territory included within the proposed specialdistrict, other than a proposed special district which is contained entirely within the boundaries of a municipality, shall constitute the approving authority under this part 2 and shall review any plan filed by the petitioners of any proposed special district- with reference to the review of any service plan, the board of county commissioners has the following authority: (a) To approve without condition or modification the service plan submitted; (b) To disapprove the service plans submitted; (c) To conditionally approve the service plan subject to the submission of additional information relating to or the modification of the proposed service plan' (2) The board of county commissioners shall disapprove the service plan unless wlderrce satisfactory to the board of each of the following is presented: (a) There is sufficient existing and projected need for organized service in the area to be serviced by the proposed special district- 7 Rivers Edge Service Plans Planning Commission JulY 28, 2010 (b) The existing service in the area to be served by the proposed special district is inadequate for present and Projected needs. (c)Theproposedspecialdistrictiscapableofprovidingeconomicalandsufficientservicetothearea within its boundaries. (d) The area to be included in the proposed special district has, or will have, the financial ability to discharge the proposed indebtedness on a reasonable basis' (25)Theboardofcountycommissbnersmaydisapprovetheservicedanifevidencesatlsfactoryto the board of any of the folhurin& at the discretion of the hoard, is not presented; (a) Adequate service is not, or will not be, available to the area through the county or other existing municipal or quasi-municipal corporations, including existing specialdistrictg within a reasonable time and on a comParable basis. (b) The facility and service standards of the proposed special district are compatible with the fucility and service standards of each county within which the proposed speciar district is to be located and each municipality which is an interested party under 5 32-1-201 (1)' C'R'S' (c) The proposal is in substantial compliance with a master plan adopted pursuant to section s3G28- 105, c.R.S. (d) The proposal is in compliance with any duly adopted county, regionalor state long-range water quality management plan for the area' (e) The creation of the proposed special district will be in the best interest of the proposed area to be served. (3) The board of county commissioners may conditionally approve the service plan of a proposed special district upon satisfactory evidence that it does not comply with one or more of the criteria enumerated in subsection (2) of this section. Final approval shall be contingent upon modification of the service plan to include such changes or additional information as shall be specifically stated in the findings of the board of county commissioners' (4) The findings of the board of county commissioners shall be based solely upon the service plan and evidence presented at the hearing by the petitioners, planning commission and any interested party. V]I. STAFF CONCERNSAND ISSUES REQUIRED SUBM ITTAL CRITERIA 532-t-2o2(2),c.R's.Theserviceplanshallcontainthefollowing: (a) A description of the proposed services; staff comment: The plans provide o tist of potentiol services which moy - or moy not - be services thot the districts provide. Metropoliton District is defined by Stote stotute os o speciol district thot provides ony two or more of o list of potentiol services. The fotlowing is excerpted from the Eost District however each of the plons includes the same languoge: 8 and water. installatioacquisition, provisionprovide ssetvl9ethetoprovideauthoritYvehashallctDistriEastTheconstruction,ndesithegn,includeshallohwhiilities'fao mayDistrictsthefacheoevent,In anysametheofmaintenanceandoperation followingtheoftwo)astleat (2oftheforblebeorresponsl definedascttanliDistriMetropoofstetutorytherequirementstoservlcespursuant recreation,andcontroluitoparksoh,mosq'ctiflrresproteRC03110),32n ($andcolectionorsfacilitiewastesoliddisposalsanitation,protection,safety ation;translandronterelayevlsstreetmprovements'waste,solidofontransPortati (b) A financial plah showing how the proposed service are to be financed' including the proposed operatingrevenuederivedfrompropertytaxesforthefirstbudgetyearofthedistrict'whichshallnot be materiary exceeded except as authorized pursuant to section 3z-L-zo7 or 29-t-3o2' c'R's' Alt proposedindebtednessforthedistrictshallbedisplayedtogetherwithascheduleindicatingtheyear or years in which the debt is schedured to be issued. The board of directors of the district sha, notify the board of county commissioners or the governing body of the municipality of any afteration or revision of the proposed schedule of debt issuance set forth in the financial plan; Rivers Edge Service Plans Planning Commission JulY 28, 2010 This does not cleorly describe the proposed service, rother it is simply o tist of olt the possible services permitted bY the stotute' StaffCommentBBCReseorchhasbeenretoinedtoreviewthisospectoftheserviceplonsonbeholfof the County. Ford Frick, Manoging Director' hos responded that In our view. the Sen ice Plar:s oftbr no rerson,rble demonstrrrion of proiected need fbr the services provided b)'the districts. u,hich is a requirenlent fior district *pp'outtl' The proiected service denrands ind :lssociared revenue proiections are not reason:rblv fbrtseeable rnd' in facr' cttnttot be echieved under curretrt zoning. The fln:rncial p,oltttion' rel-v uPon :r developmetrt qunntiry:rnd schedule' u-hich hrs no demonstreble :rircticalbrsis. Irr our,'i.*'. the district Plans fail to meet the mininrum criteria necessarv for aPProvrl (c) A preliminary engineering or architectural survey showing how the proposed services are to be provided; staff comment: The submitted plons do contoin preliminory mops showing, in o very generol monner' the la;otion of severol proposed services/facilities' A map of the proposed special district boundaries and an estimate of the population and (d) val uation for assessment of the propos€d special districU StaffC,omment:Mopsoftheproposeddistrictboundorieswereprovidedoswellosthevoluotionfor ossessment- The estimote of the populotion is 3'720 persons' 9 a Rivers Edge Service Plans Planning Commission JulY 28, 2010 (e) A general description of the facilities to be constructed and the standards of such construction' includingastatementofhowthefacilityandservicestandardsoftheproposedspecialdistrictare compatible with facility and service standards of any county within which all or any portion of the proposedspecialdistrictistobelocated,andofmunicipalitiesandspeciatdistrictswhichareinterested parties pursuant to section 32-1-204(1)1 staff @mment The service plons for the three oreos incrudes conceptuol mops for the public focilities ondimprovementswhichmoybeprovideddirectlyorbycontroctwithDistrictsolotherpublicond/or private entities to undeftoke such functions or perform such responsibilities' The conceptuol plon includes "estimotes onty which are subiect to modificotion os engineering' development plons' economiL, Ond opplicoble requirements, ond construction scheduling moy require'" public lmprovements section of eoch of the plons, llt' c', provides o stotement' below' thot primory improvements(services)thottheywiltprovideorestreets'stormdrainoge'parkondrecreotionond other: 1 Public ImProvements The primary improvemenls lo he operated and rnainlained by the East District on an on-goirg basis include those associated with streets' storm drainage' park ano rccreutiurt arrd othcr scrviccs asdcscribldhcr;in.Coorrlina.lionbetweentheDistrictssndRrwsDregarding potableu'ateran,rlsewerfaciliticsandservicesmaybenecessary.other asscciatedimproverrentsthatwillbeoperatedandmaiutainerl'bytheBast Dlstrict oi by thc NlastEr Assuciation u'ill be lanilsoapcd cnftonces and other colnmon oPen Lreai (such as parks) end recreat'ion facilities' tratrspoftation facilities.bike/recreation/pedestrianpaths,rightot..uaymaintgnalpe,s.Lreet lighting,strgetsigns,safetyprotectionfacilitic:,parkirrgfacilitics,andothcr irnprovcmcuts sct forth in this Sorvice Plan' Only public improvements rvill he constnrcterl by the F'ast District' The stondords ore discussed in tlt B' of each of the plons: B. General Design Standards ImprotementswithintheEastDistr:ctwillbedesignedandinstalledby theEastDistrictingeneralconformancelvithcurrentstandardsadoptedbythe EastDistrigtandestablishedthroughtheDevelopmen.,requir€m€trtsorasm8y befurtherrequired,ifappropriate'inanapplicablesubdivisionimpro{ements agreernentoranlGA.Allimprovementstobededicatedtoaqualifiedentity shall comply with such entity's rules and regulations' or special district...within a radius of three miles of the proposed units shall be interested parties"' 10 \he governing body of any existing municipality speciit district boundaries, which governmental The 'conceptuol' plon provides 'generol' informotion regording the focilities' such os porks ond recreotionfocilities,ondsofetyprotectionfocitities-howevertheplondoesnotdiscuss,osrequired, how those focilities ond thi seruic" stondoids moy be compotibte with other districts or municipolities' (fl A general description of the estimated cost of acquiring land' engineering services' legal services,administrativeservice,initialproposedindebtednessandestimatedproposedmaximum interest rates and discounts, and other major expenses related to the organization and initial operation Rivers Edge Service Plans Planning Commission JulY 28, 2010 of the district. staff comment: The plons provide estimoted costs Ior the construction of improvements os follows: Preliminarv Engineering Cost Estimates Note: costs are based on unit linear foot prices for road, trail, sidewalk and utilities and unit square footpricesforrecreationandlandscapedareasaspresentedinplanexhibits. North 110r.6Co.t I rdul 1 $ Tr-CB rnd t.diuer t rnc 11 , 0oats tlter srd afrd Rivers Edge Service Plans Planning Commission JulY 28, 2010 South Eas!Cost Eatt @n rnlLJnar-*urer L2 Rivers Edge Service Plans Planning Commission JulY 28, 2010 The plons do not include the required estimoted cost of ocquiring lond' engineering services' legol services, or odministrotive services' (g) A description of any arrangement or proposed agreement with any political suMivision for the performance of any services between the pioposed speciar district and such other political subdivision' and, if the form contract to be used is available, it shall be attached to the service plan; staff comment The prons stote that they moy enter into ogreements with other districts, porticularly the corbondore ond Ruror Fire protection District ond the Rooring Forkwoter & sonitotion District' however no orrongements or proposed agreemenBwere mode ovailoble' (h) lnformation, along with other evidence presented at the hearing, satisfactory to establish that each of the criteria set forth in section 32-L-2O3' if applicable' is met; staff comment secrion 32-7-203 contoins the criterio for oction on the prans. This section w,r be used * a"*rine the findings ond recommendotion tothe Boord' (i) such additionar information as the board of county commissioners may require by resolution on which to base its findings pursuant to section 32-L-2O3; staff c.ommenu kction 32-7-2og contoins the criterio for oction on the plons. This section w,r be used to determine the findings ond recommendotion tothe Boord' PREMATURE NATURE OF REOUEST GarfieldCountyhasseveralexisting,functioningmetropolitandistrictsincludingMid-Valley Metroporitan District, the Battrement Mesa Metroporitan District and the consolidated Metropolitan District (arso Battrement Mesa). Non-functioning, but existing districts incrude Rose Ranch Metro and Landis creek Metro L&.2.1t appears that in a majority of instances that the service plans were reviewed concurrent with the development rev'pw for the proposed proiea that the district was to sen,e' The current review of the Rivers Edge service prans is different in that it is asking to serve a development that not onry is not approved, has not even been submitted fior review, and does not currenily have the zoning to comprete. staff is concerned that the approvar and creation of the districts by the county would be an implicit agreement of the proposed development plan' Further' the creation of a governmentalentitymayrelievetheCountyofsomereviewcomponentsoftheproposedandhighly speculative Project. staff has contacted numerous pranners, attorneys, and other consurtants famiriar with formation of metroporitan districts and there was consensus that the petitioners wourd not be abre to demonstrate a needforthedistrictsifdevelopmentwerenotalreadyapprovedorbeingreviewedinconiunctionwith the service plan review. Exhibit l, the report from BBC Research provides that: 13 Rivers Edge Service Plans Planning Commission JulY 28, 201'0 The submirtal of metropolirirn district pl,rns antl request fbr rpprolal without 'r.corresponding trnd preceding counrv revierl' ;rn,J sub,livision epplorrrt p"**" is unusual rnd outside the bounds our experience. The three lr,.Ietropolitan District^s.nic. plans presented ro G.rrtleld counq'irnticipate a cerrain lel.el and scale of .levelopment' which c;lnllot be 'rccommod:rred under current zoning' The count),protessionalstaft.p*oliq;makers.rndthepublichrsh;rdnooPPoftunitvtorevie'*'and conrlrent o, inrp,ed subdivision prans tturt underrie the districts' tina.cial projections' The district Sen.ice Plans provide no subsran,l*'e "ppo* for the pace, price' cost or scale o[ the anticiptrted dev elop metr t and i nfi''l$ ruct Ll re requi rements' REDUNDANCY OF SERVICE TheBoardandCommissionshouldconsider532-1.107(2)whichprovidesthatadistrictmaybe organizedwhollyorpartlywithinanexistingspecialdistrict,butshallnotprovidethesameservicesas an existing district. overlapping districts may be authorized to provide the same services only if: a) The Board approves inclusion of service as part of the service plan of an overlapping district; b) lmprovements of facilities to be financed, established' or operated by an overlapping special district do not duplicate or interfere with existing or planned improvements or facilities to be constructed within portions of existing districts that new districts will overlap; and c) The board of directors of the overlapped district must consent' See maps contained in Exhibit H for speciar district boundaries. crearry the proposed metropolitan district bundaries wi, overrap the carbondare and Rurar Fire protection District as well as the service area of the Roaring Fork water and sanitation District' The plans propose that they "ma.y'/ contract with these entities to provide service, but the petitioner has not provided consent from either the fire protectiondistrictorthewaterandsanitationdistrict.Section3l-1.107(3)(c)providesthatnothingin this section is to be construed to encourage unnecessary proriferation, duprication, overlapping, or fragmentation of a special or metropolitan districts' REVIEW CRITERIA 32-t-2o3c.R.s.-(staffcommentsareprovidedaftereachsectioninitolics). (2) The board of county commissioners shall disapprove the servhe plan unless erddence satisfactory to the board of each of the following ls presented: (a) There is sufficient existing and projected need for organized service in the area to be serviced by the proposed sPecial district staff comment Evidence hos not been provided regarding the existing ond projeaed need for orgonized seryice for the oreo contoined within the seruice ptons' current entitlements for o moiority of the property would otlow for the construction of one single-fomily home' white the +7'ocre porcel of commercior zoned rond wourd be permitted commerciar deveropment. rt is highry unrikery thot this oreo hos on existing need, ond ony development on the porcel is highly speculotive given the current zoning, ondeconomicctimate.Thereforethereisnoevidenceofaprojectedneed. L4 Rivers Edge Service Plans Planning Commission JulY 28, 2010 distrids. (b) The existing service in the area to be served by the proposed special district is inadequate for present and Projected needs' staff c.omment: Evidence hos not been provided thot the existing service is inodequote lor present ond projected needs. As stoted obove, the existing districts - fire protection ond woter/sonitotion' ore sufficient to seNe the proposed areo os the service prons stote thot they will controct with the', two entities for service- The proposed RE service oreo is currentry entitled to t7 ocre of commerciol development ond one single fomily home' (c)Theproposedspecialdistrictiscapableforprovidingeconomicalandsufficientservicetothearea within its boundaries' Further, the seruice plons discuss the RE District provision of water ond sonitation service ond lire protection service, however these focilities will, or moy' be dedicated to' ond services will be controcted to, existing speciol districts. There is no evidence of existing or proiected need for orgonized services to be provided by the RE Districts os some, if not otl, of the proposed services ore olreody provided by other staff comment: The service plons hove not demonstroted thot they con provide economicol ond sufficient service. Potentiot future residents of the development wilt poy odditionol propefty toxes' HOA dues,userfeesfortheservicesondfocilities,ondwitlbesubjecttoo|ocilitiesfeeintheomountolT%of thesolespriceoftheunit.Thisishighlyspe:culotivegiventhattheproposeddevelopmentisnotcurrently opproved,ondthefuturedensityofthedevelopmentisunknown.Theserviceplonshovenotodequotely demonstroted thot they are copoble of providing economicol ond sufficient service to the oreo' (d) The area to be included in the proposed special district hat or will have' the financial ability to discharge the proposed indebtedness on a reasonable basis' staff comment: Given the highly speculotive noture of the oproposed" development it hos not been demonstroted thot the proposed specior districts wi, hove the linonciot ab,ity to dischorge the proposed indebtedness on o reosonoble bosis' (2.5}Theboardofcountycommisskrrrersmaydisapprovetheserviceplanifevidencesatkilactofyto the board of any of the following at the discretion of the board' is not presented; (a) Adequate service is not, or will not be, available to the area through the county or other existing municipal or quasi-municipal corporation' including existing special districts, within a reasonable time and on a comParable basis' staff comment The opplicont hos not provided sufficient evidence regording this issue, porticulorly since the current districts oppeor to be copoble of providing odequote service given thot there is no ,,developmen('opprovolforthesiteotherthontTocreofcommercialondonesingte-fomilyhome'To ossumeonyleveloffuturedevelopmentonthesiteishighlyspeculotive. 15 Rivers Edge Service Plans Planning Commission JulY 28, 2010 (b) The facirity and service standards of the proposed speciar district are compatible with the facility and service standards of each county within which the proposed special district is to be located and each municipality which is an interested pafi under 32-1-201 (1)' staff comment: The seruice prons do not discuss nor provide information sufficient to moke this determinotion. (c)Theproposalisinsubstantialcompliancewithamasterplanadoptedpursuanttosection3G2S-106' c.R.S. Staff comment: The comprehensive plon does indicote thot High Density Residentiol uses (0 to less thon 2 ocres per dwering unit) moy be appropriote in this oreo (os indicoted by the existing suburbon zoning whichcomptieswiththisdesignotion),howevertheproposeddensityof'2ocresperdwellingunitis staff comment The oreo to be serued is currently vocont lond with no humon inhobitonts' no developmentopprovol.tnodequoteinformotionhosbeensubmittedtodemonstrotethntthecreotionol districts, to provide service to a non-existent population, is the best interest of the oreo proposed to be speculotive' The objective, policies ond gools of the comprehensive Plan d(rJs not support the provision ol redundant services. (d) The proposal is in compliance with any duly adopted county, regional or state long-range Uvater quality management plan for the area' Staff Comment This oreo is not subiect to o 2OB Plon' (e)Thecreationoftheproposedspecia|districtwillbeinthebestinterestoftheproposedareatobe served. served. proposed indebtedness. VIII. STAFF RECOMMENDATION Disapprovar of the service prans is required if the Board is not provided satisfactory evidence on any one of the following: that there is sufficient existing and projected need for organized service; that existing service is inadequate for present and projected needs; district is capabre for providing economical and sufficient service; the proposed special district has, or will have, the financial ability to discharge the Disapproval of the service plans is discretionarv with regard to issues related to non-compliance with theComprehensivePlan;thatadequateserviceisnot,orwi|lnotbe,availabletotheareathroughthe county other existing municipar or quasi-municipar corporat'rons, including existing special districts; that the facirity and service standards are compatibre with the fac,ities and standards of the county and any ,interested party' municipality; compliance w*h water quality plans; that the formation of the districts is in the best interest of the area to be served' 1.6 Rivers Edge Service Plans Planning Commission JulY 28, 2010 staff recommends that the pranning commission recommends disapprovar of the RE south service Plan' the RE North service pran and the RE East Service pran as required by 32-1-203 (2) (a) and (b) and 32-1- 203 (2.5) (a), (b), (c), and (e) with specific findings below and the chart on page 18: 1. 32-L-2O3(2) (a)There is sufficient existing and proiected need for organized service in the area to be serviced by the proposed special district' Thepetitionerhasnotdemonstratedthatthatthereisexistingorprojectedneedforanyof thelistedproposedservices.rheproposeddistrictboundarieshaveentitlementsfor+1.acre of commercial use and the ability ao .Ln'*uo one single-family home' The proiected need' the proposed development of r,zoo l*"rring units and up to 7O,O0O square feet of commercial area, cannot be determineJprio't to submittil of numerous development plans for County review. plans which may or may not be approved' 2.32.L-2o3(2)(b)Theexistingserviceintheareatobeservedbytheproposedspecialdistrictis inadequate for present and proiected needs' The service area for the Roaring Fork water & Sanitation District, and the district boundaries of theCarbondaleandRuralFireProtectionDistrictoverlaptheproposedmetropolitandistrict boundaries.Thepetitionerhasnotadequatelydemonstratedtheneedforadditionalorganized service in the area. Approvar of the service prans wourd resurt in overrap of district boundaries and/or redundancy of certain services' 3.32-L-2o3(2.5)(a)Adequateserviceisnot,orwiltnotbe,availabletotheareathroughthe countyorotherexistingmunicipalorquasi-municipalcorporations'includingexistingspecial districts, within a reasonable time and on a comparable basis' 4. Thepetitionerhasnotdemonstratedthatadequateserviceisnot'orwillnotbe'availablewithin areasonabletimeandonacomparablebasis.Theexistingfireprotectionandwater/sanitation service is currently adequate to serve the area within their boundaries and service plan areas' 32-L-2o3(2.5)(b)Thefacilityandservicestandardsoftheproposedspecialdistrictare compatible with the facility and service standards of each county within which the proposed special district is to be located and each municipality which is an interested pafi under 32-1- 201(1). Thepetitionerhasnotdemonstratedthattheproposedfacilityandservicestandardsare compatible with other special districts, the county or interested party municipalities' 5.32-t-2o3(2.5)(c}Theproposalisinsubstantialcompliancewithamasterplanadopted pursuant to section 3G28-1O6' C'R'S' The service plans do not include an analysis of compliance with the comprehensive Plan therefore they have not demonstrated that the proposal is in substantial compliance' t7 Rivers Edge Service Plans Planning Commission JulY 28, 2010 6. 32-L-2O3(2.5) (e) The creation of the proposed special district will be in the best interest of the proposed area to be served' The proposed district boundary contains vacant land with no entitlements other than for one single family home and approximately l-acre of commercial development' The county has not review, nor even received, an application proposing the ,.development', that the districts proposetoserve.That,,development,.isspeculativeandthereforetheCountycannot determine the need for the services at this time' 18 ProlDosed Metro D N d Gounty 0.5o ffi sanderc Ranch conseruation E'asernent c 7a1-10 istrict Legend Proposed Metro Distrbt llfiuTl sLM +/r m 1 I 11 1t 'tl 0 o@ 11 Proposetl Metro District= 3 MiIe Radirrs froposed Metro District Sanders nancl Conseruation Ea*ment 3 Mile Buffer BLM oo.5 1 2 mffiffi l:: :'. ,:;::rl .l::l:..i:'r'.: . N County BI6OI mxd Revislon 1:7'21-10 Legend ii :. i:i :1i i i:irrl: proposed lvletro llistrict: Fire Districts N Legend ffi Glenwoodgpnhgs & Rural FireProtectiort Distnbt ffi carbondate & Rurcl Fire Protedion District E-I r i:'' I Prooosed Metro Dsttictliil ffi sanders Ranch c.anxruation Easement *ffi oa.s 1 2--fr=-mw eld CounlY E agl eruvteiloD isfilcffax Enli V -1711.nxd f?€vidon 1:7-22-10 tlDcPad/mfi, 108 8th Steel Suilc dl2 Glctrwood sprraF, Co BI60' 970.945.,377r I590 1 1 1 il 6@ 11 1 Proposed Metro oo.5 1 2-flAl* District= Oflr ld Couhty erTaxing Errtities Legend m sprtng valtey sanitation Distrid 'ffi,EH Roain g F ork Water &sanitafion Distid W Landis creek Metrc Di*icts 1 &2 Propxed Metro Distict Sanders Rancfi @nseruation Eaement 3 Mile &tffer E1601 l.mxd Reision 1 : 7'22-10 N ffiffi proposed NIetro District: Tarr llistricts Legend @@U E Prooosed Metro Dstrict5@ ' ffi sanders Ranch hnsetvation Easement ffi M&s Mite Buner qrfield CountY N 970.9a5'1377x I5?0 mxd Revisbn 1:7'22-10 oa' 1 2-#nttes lf Dapadmetil lO8 Eti Sh+tSui,e 402 crsnrood Sprroq[, CO Et60l PaEe2 Development proiectlons. ln'combination, the three disuicts anticipate serving 1,200 unis of resid.ntial derrelopment, a 150-room hotel, roughly 50,000 square feet of commercial development' a 12,000 square foit office/multi-funaioa building and a school districc-owned elcmentary school The diopmenr plan underlying the district Service PIan suggesrs residential consmraion will ***.1oln2013andwill arveragealbow}S7 unitsperyearduringpeakpuioddevelopment (2016-2018). The Scrvice Plans referencc 'the developer" as the source for thcse projecdons.' The documents state dre "assumpdons upon which rhis Service Plan are generdly based are re(lective of current mning for the properrywithin the do,elopment'Th. S"*i.e Plans andcipare fuure changes in properry ,oni"gi The financing plans for the disuicrs arc based on revenu€s from ad valorem ProPerry ta)rcs, specifi-c ownership r...ifts and a facilities fee." The information in the financid plan (Chapter 5) is Jharacterized ," ;pr.li*-irr"ry in narure.'{ Engineering cost estimates for roadways, utfities, trails and recreation are sourced ro [ocal engineers and dso qualry as preliminary in nature' In addidon to our revielrr of these documens, BBC representatives have discussed these applications with representatives of the county planning depanment, the county auorny's office as well as repre..ntatives of the applicant to becer undersr:nd the basis for disuict proiections, .iri,l.*.rrr, for the prop"rry, uistingzoning and the county's Proc€ss for reviewing meuopolitan district applicarions. For the purposes of rhis analpis, aftention has been focused on the following sections of each disuict Service PIan: r Chapter II - Need for New Disuica and General Powers r Chapter IV - The Cosrs and Revenue Sources r Chapter V- Financial Plan r Exhibit D - Financing Plan '\0e have also rerriewed perdnenr Colorado Revis€d Statrres (CRS)' The Suhfect Property and Parcel Development Rlghts over rhe years, the subject properg, has been rhe arget of multiple development plans and subdivision applicarions. It is our understanding drat parcel number 2393-182-00-i02, the Z8l'acre Iargely.oidenti.t parcel, is encumbered by a54lacre perpetual conscrvation easement and tle Roaring Fork Transit Authority maintains a rail corridor thar bisects the nonhern hdf of the properEy. The 28 I -acre site is zoned Reidtntidl Saburban, which permits single unit dwellings with accessory buildings on a minimum of 20,000 squar€ foot lots- I RE South Metropotitan Disttict Sewie PIan, pg.lO- 'IBID, pg.I t. 3InlD, pg.tt. t IaIo, pg.ta. Page 3 Assuming that 20 percent oftJre parcel is wentually lost to roads, public improvements and park land rh. maxilrum d*"lop*.n. ,rnd., c*r.ot zoning would be roughly 400 units (281 acres, net of conservation dedicztions and public areas, divided by 20,000 square foot minimurn lots size)' Other properry consuainr, including a noable heron rookery, sugest that rnaximization of the current -.,iog *"y be difficult. A residential zontngallowance is not,a use u-y-rienc Any imensive - drodJp**. of rhis properry under orrrent or furure zoning beyond the state allowances of one unit per 35 acres, will require subdivision review arrd approval by Garfield county' parcel numbe t 2393-o72-o0-001 is a roughly one-acre site, zond, &mmercial General (CG), which permim all commercial acdviry by right, including lodging, reail and professiond offices' CG zoning requires a minimu:n lor size of 7 ,5ao square feet- It is doubffirl that a 150-bed hotel and 72'o0o ,q,r*" feet of commercial activity and requisirc parkinp as proposed in the Plans, could physically be constnrcted on this site on just over one acre of land' Market demand for both rhc commercial and residential development expectations underlying the financid elements of these plans is specrrlative' County Dlstrtct Revlew Requlrements colorado Rerrised Stanrres define the subminal requirements for meuopolit,n disuict service plans' The Garfield CountyArorncy's Office will comment on the completeness of these applications' Colorado Revised Staturcs Section 32'l'21l requires drat the board ofcounty commissioners disapprove a service plan unless satisfacory evidence is presented rc the board regarding each ofthe followiug crireria: (e) There is sufficienr existing and projecred need for organized service in rhe area co be sewioed by the proposed tP."i"l disrricr (b) The existing service in the area to be served by the proposed specid district is inadequate for present and proieced needs- (c) The proposed special disuicr is capable of providing econornical and sufficient service to rhe area within its proposod boundaries. (d) The area ro be included in the proposed specid disuicr has, or will have, the financial ability to discharge dre proposed indebrcdness on a reasonable basis' Conchrslons \(e offer the following conclusions and observarions: The subrnital of metropolitan disuict plans and request for approvd without a corresponding and preceding counry review and subdivision approval process is unusual and ouside the boun& our op".ienl The three Metropolitan Dissict Servicc Plans preseuted to Garfield C-ounty anticiparc a certain level and scale of developmcnt, which cannot be accommodated under current zoning. The counry professional staff, policymakers and the public has had no oppomrniry to review and Page4 commenr on implied su6ivision plans that underlie the districts' financial projections. The disuict Service Plans provide no substantive suPPoft for the pace, price, co$ or scale of r]re aruicipated development and inFastrucrure reguirements' It is not uncommon for a metropolitan district apptication to provide very limited market data and limited support for infrastructure cost esdmates, but generally marlet and infrastrucnrre cost issues h^ve be".r^firlly vemed during the subdivision revieq, Pfoc€ss, which this applicant has not initiated' The prospect ofoUoi"ing rfpro.,rls for the level of development proposed in these district Plans is highly spcerlative. In our view, the Service Plans offer no reasonable demonstration of projected need for the services provided by the districts, which is a requirement for d.istrict approval- The proieccd service deman& and associated revenue proiections are noE reasonably foreseeable and, in fact, cannot be achieved under current zoning. The financial projecdons rely upon a development quantky and schedule which has no demonsrrable praaical basis. In our view, the districr Plans fail to mcet the minimum criteria necessary for aPProval. In discussions with tle applicant's attorney' a point was made for consideration of these Service Plans, even if they are deemed mor" ,p""ulati* rlan traditionat PIan applicadons' It is the applicant's opinion rhar the property owner is unable to negotiate wirh rheRoaring Fork Transit Authority tpr"ro for neccssary access €asements across the RFTA right of way without an institution, such as a meuopolitan distdct, thar might hold a prospective easement, w br improvcmeots and generdly mk responsibiliry for *r*iog rhe completion of any negotiated arrafrgements. BB9 his Y*-"" independenr investigations inio this situation. If the county wishes m er<pedite rhe final subdivision ' of tlri, Iong dirprrrJ prop.try, Gaffield Corrnty might seek other means bywhictr it could faciliete or support rhose access discussions without accepting the consequences of enrpowering new metropolian districts prior to appropriate entidement approvals' \fle very much appreciate rle oppomrnity to review and comment on these applications' \7'e anticipate rcpresenting these findings at an upcoming Gafield counry Planning c-ommission meeung. Sincerelp Ford C. Frick Managing Director Ascouut Accounfi Rlt1349 .L.qsl[o+. - . Psrtel Number ZfSS-f 82aO- f O2 Sifirs Addres$ 82 ftWY €ity Glenwood SPrirgr ZipCodetl60l Tar Area 011 - lR-Mf 'Olf Loenl Sumnary Sectim: 7 Tsrutxfiip: J - -ffi"Ist PAiliEL A: A TR oF I'AND IN ffi,t'*r,g,mmtgT,?s"'u[i row t nre FoR tlt\lrY 8a AND l]in {e; or IIIE ELY Row LINE FoR ffi'D&RcwBn. pr(cEPT A TR DEsc IN rm*tg:;itt.ffftrTr.ff*ilil;or iEb ia, Lcrs 3,4{'q,Ar{D 9 iirsuc z t z s R 88 \\r AND Lors iit$$gnmtl$ffii"!,:1 ivnla w or wlv Row roBIr\[Y E2 & i ?ii'mi now FoR DRGwRR- PARcEL 6,-* rn bfi,axo IN sEc 7 r 7 s R 88 w. Lra-+sn Selo Frics g+#9ry T?'.1"Ytqq Taxss OTttcTNemeCARBONDALE INVESIME}MS.LI,c 0wuer Address 2301 TLIRTLE CREEK BLVD.APT6E DAI,J,A$TX75'19 TaxArca;0ll MIttLerrY:57'0750 SPe. AsE*!. -*. +ssS- -- +Jrs..- lr"e Sf t,g86,530 $3'3040m 281'623 Actuar@010) Prlm*rY TaxeDle $ll3t6s30 $3,3(rr,090 $0 $CI Sals Ilatc qqaggglp Q-UllLZlqLQ Ja23.EAW AELLT?,Wz Doc TyPc a25- 3g 1!,t N9T BookPaeP -IPrs- --r Photor 0l$. *2010 m@ * Bstimalcd $r88,466.80 $1ss,466.80 h@s ://aclgarfi eld-countY .com/msessoltalrweb/acoountjsp?accountNum=Rl I 1349 7114t2010 Account Accounft R111280 tr-c.!Sg* Parccl Number 2393472{0-00 I Sltus Addr€ss 0ff/2l5 82 HWY CIty Glenwood SPtings ZipCodeEld)l taxAroe0lI - lR+4F-OlI l,esal Sunmary Ssstioo: 7 TourshiP: i5ffi$+sbsli,Hs^r ETO'TAI bT :TT AC AS DESC IN BK 1228 PG 505" Irss+$s " SalePricre $750'000 $9'85'000 TJ#I!TT.OJT I:l-ver - .,., - .I"rs*2010 $1t,869.32 2009 sll'E69'32 * Estfumted oJr-.. f,t,.lpJgpqn"!.tro..r ..., . . .-" OwneTNamoCARBONDALB INVESTMENTS,LLC Owaer Addre* 5I2f PARKI-AI'IE DALLAS.TX75220 Itlt:s$o SlCsl.c-h. cls *q,.f i,$,.St.t"ILb,!,o.1.Y, Actual(2010) $717'll0 Prlmarytamble 82UlP60 TexArear0lI Milt I'evY: 57'Cf'50 TYDe Acfusl..1-a- --.-- --.,--""" Irnpro'rernolt $'25!900 I,and W42la Page 1 of 1 $-r3,340 $134,620 4761r.000 Units 1.000 SaleltaE DocTYPe BookPagc 06/3.0/-2QI0 432 ' 0.61-30120r.0 h?.6, 0t/CI61-2006 \[ P B: 176* B: 20 (l,E/lrpCI05 SA- F: J;IAL,P!9' hfips//actgarfierd-county.com/assessor/taxweb/accounLisp?acoountlrr,m:Rtll2*O&doc= 7ll4l2o70 AccormtNtmbcr Rll 1349 ns*e*eA To Ycar 20(p ax}g First Hatf Due as of 07n1I2010 Second HaB Due as of07r0tr20l0 RE.l.BOND @LORADOM'TNGOTLEGE GAFRELD COUNry UBRARY I CARBONDAI.E&RI,RALFIRE'BON Taxes BiBed 2009 'Crcdlt Lovlf ffiParc&l 239318400102 Dar.LAS,T,rTsztg on Fle Bllted $t,684.6iI $'t88,460.80 SiueAddress Prymerts $0.00 @{,23C40 Balancs $r,884.67 $g4,ag/m 1.3961[retarq$otl Sedion:TTotrmeldp:TRangE:S0PARGELA:ATRoFLANDINLor94f.7,8&gAt.lDLoTHIGfIWAY82 Ghargt+ lnterest Ta( . TaBilbriat200gRaroforTarArea0ll -IR-MF-011 Arrtlmtty i'ill l-stry GARFIELD@I$ITY 7'9380000 GARFIEID-RqAD&Bfi1DGE 2.8610@0 GARFIE-D-FII I'IAN$EFil'IGES 0'5'AX]0O .' .GARFI&D.GAFEXPEIE 2289tXM , CARBONSATE FIREGEN 5'91fi}OOO i, ,j BASALTSATERS9NSER o'o44oom*'v'- ]coloruvenweren@Ns - 0'166{x'fir scH0ol-olsT RE iGEN - 1. . : .21'86uxx'0 RE-l MILL LEI/Y OVERRIub ' 2'8230000 $0.00 $s8,1r8.07 Actual Asce$od $11,331,150 $3,300'530 LAND s5,380 $1'560 $r13e6,58o $i!,3ozoso Anount $26,195.49 wn47u $t,888.8{' $.',558.48 $19.515.35 $t4529 $548.15 $?2210.11 $9,321.8O $a0J80n5 $1a198.46 $3;30aos $4,355.46 Valuee r@AG&T'P MEADOT'I'HAY .AGRICLTRL Tdt 6.80000 3-S7(xr00 1-00(n000 r.3Nn000 sff50000 $188.45630 AIITA)(UEN SAI.E AIIOUNTS ARE SUBJECI TO CHANGE DUE TO EI.JDORSEIIiENT OF CIIFRENTTA)GS SY THE UENHdNEROR TO N)VERT]SING AND DSTRAINT WARRA$IT FEES CTIA}.IGES IVIAY OCGUR A}D T}E TREASURERS OFFICE VUILL NEED TO BE @NTACIED PRqBTO AI{DMOAIIEHOftIES- SEPTEMBER 1' 2O1O' REAL BE PAID BY CASHORCASHIERSCHECK. Garfield Coun! TrsasJl€t P.O.Boxl@ Glerruood SPr&rgE, @ 81002-1o6s (sro)945S84 REMTiTAI.ICEATTB T}E FOLI-OWING DAIES: PERSO}.IAL PROPEKTY mffB/rY-o'groBER 1, 2OlO- TN( SALE REDEMPT]ON Ai'lOt'NTS NIJST Garfield $tatement Of Treasurer tItrE l-€SEl PG [N l\iletrop*l itan mi strict Metropolitan mlstrict Metrspslitan Pistrict Presentation to Carfield County Planning Commission July 28, 20]0 ti iller '*.t , ,- iiiit., F#Hse ntffitim n tn rrnat .,, i I 'Overview of special districts ,, : r" Statuto ry req u ire me nts l Why are these districts needed now? S pecial distrigt provisions that protect property wners and the county i, Q u ir,ed a nd permissive fi ndings iller l; lntroductions Shepard ndale lnvestments LLC, the property owner's representative and organizer of t h e p ro pos ed d ist ricts Dianne Miller ller Rosenbluth LLC, leg al counsel to the proposed districts S a m Otero 8l 40 Pa rtn e rs LLC o engineer for the proposed districts K Baum & Company .. Inancra ladvisoi to the proposed districts lller nbluth Lar t .o o Nffir'th Smuth and East, M etn'o po I itan D i stricts m Summary of Significant Content of Service PIans iller senbluth -. ;:i..#1,iift,iititl .;.. , Smuth and East pnlitnn nistl"icts r Carbondate lnvestme nts proposes 3 metro politan distl'icts on property owned by them to serve a residential and commercial community to be ',:,, knOwn as "River Edge Development" (the "Development") ; rhe Development consists of approximately 239.94 acres and contains commercial development up to 1200 units of residential, velopment including the affordable housing mponent required by Article B of the Carfield Unty Unified Land Use Resolutiol'l . t __. I,l ffi '.... Snuth and East strictslitan Di he Distiicts are located between SH 82 an d the ' River, south of. CRI l 3 and arei r, , bi-sected by the,', , Roaring Fork Tra n s po rtatio n Authority rail right-of-way : d:..,,E ilm EE ffEE IEhr6rl.cfrrdE-. Xt&EFEEUrt b Cr:[lrtraKilE nisltir:l Hr]utrlirlr flrlt RE Soirth! Nortll, ond E6st ,,..,c"ql c,r.* i i I I E t ItII Ir iiE rE*irE N C} ..rt . Ltf crriE[{o Snuth and East Iit&n Distl'icts shall be improvements to the empowered to provide infrastructu re Development, includ ing ,. ,i water, sanitary sewer, storm drainage, lii ... , streets, traffic control, park and recreation, ;rii ,' transportation and other public facilities and ii \,,:,' services as permitted by statute i,fhb estimated cost of the improvement is' .' $60,354,388 based on the maximum build lller h iNffi['th ! $muth and East itan nistrietsrmpsl ) The Districts will be empowered to operate and maihtain any p u b lic i nfrastru ctu re not d ed icated to other governmental entities. The anticipated' cost of annual operations and maintenance , at t :, fu ll bu ilt out, is $ I , 5 00,000 pe r year Fo Carbondale lnvestments is currently re-negotiating certain terms of an existing pre-inclusion agreement with Roaring Fork Water & Sanitation District and anticipates that water and sewer services will be p:r,ovided by RFW&S, although the RE Districts will remain obligated to construct all water and sanitary sewer the Development and will to operate the i rrigatio n syste m I iller k--k.f i I ef Northi Sourh and East:i, Metropolitan Districts r A mill levy of 45.00 mills is proposed to be assessed by lhe Distritts_g_e-nqpting app'roximately $34,300 per year tor each $1,000,000 of assessed value. These tal'' :, revenues will be used to pay for each of the Districts' operation expenses, maintenance costs and debt obligations 35 mills is anticipated to be dedicated to the payment of bonds and l0 mills to operations) A facility fee of one percent (1%) of the home sale price of each reiidential unit shall be assessed within the NorthDistrict and the South oiitiiirinO-iiexiecteA-to prodrlce a total of $4,983,S02 tfrrougn iOq{ Us€r fees will be used to assist with o p erations. These fees ma Y include, but not be limited t o user fees chruseof com munity faci lities u se r fees for p ote nt ilP"teinal transit system an daraw water system fee , :'i iller ntrluth o fo ii'i' ffirth, South and East trmp$tritan nistricts The rnaximum general obligation indebtedness for the Diitrictiis not expetted to exceed $+o,5o0,ooo I The Districts shall have a mill levy limitation of '')',The Financial Plan anticipates a single bond issue in 201 5 in the par amount of $27 000 000 the,,, proceed s of wh ich will re im bu rse Carbondale lhvestments for amounts they will expend on publi infrastructure for the Development o,CEr,rbondale lnvestments investment in the Develo pment greatly eiceed the amount of proceeds available from bonds issued by the Districts iller bluth Overview of Special mistricts in Colorado hft Historic and Current Trends and lnformation iller bluth ffi ffiwm f Special Districts : Special Districts date back to the earl y mrnrng camps tn Colorado in the late I 800s. As the camps grew, the residents sought mechanisms tojoin together to provide certain essential services such as fi re protection and sewer service. Special districts of one form or another have been utilized since that time ) Colorado special districts have been instrumental ri n provid ing pu blic infrastructu re to meet the 9r.owrng needs of the state's population in the fad-e of increasing demands on cities and nties to keep up with the ever-increasing d for u rban services Sou rce: http:/ /www.sdaco.org / s ites /defau lt/files/ Gu ide-for-Citizens-da.pdf-5 -2 9-09. pdf attach : ents Source http:/ /www.sdaco.org / sites/defau It/files /attach me nts /Gu ide-for-Citi ns-da. pdf-5 -2 9-09. pdf [,]i 1,.> ,lhr l98l , the General Assembly recodified all the xr"111, r' :itatutory provisions relating to various types of.,'u '' ' special districts in what is referred to as the Special nirilh,/.illl,xDiitrict Act. The special District Act constitutes articleI of Title 32 of the Colorado Revised Statutes, which is the general source of most of the statutory authori zation as well as limitations, upon the, and operation of special districts ,' .,.' .) Special districts.organized pursuant to Title 32 are quasi-municipal corporations and political i subdivisions of the state of Colorado organized for specific functions. As such, their activities are subject : ,, .,.. :, ,, , to extensive statuto rY gu idelines Source: http:/ /wmv.sdaco.org / s ites /defau lt/files /attach me nts /Gu ide-for-Citizen s-da.pdf-5 -2 9-09.pdf formati 0 As of May 25, governments Irts in Cslorndo 201 0, there are 3293 active local in the State 62 counties, (lncluding Denver and Broomfield) 269 municipatities I BB5 special districts, of which I23B (65%) are metro po litan d istricts (Tirle 32) 1077 other local governments (hlghway and airport authorities, Title 29,30 and 31 districts) a a Source: http://www-.dola.state.co.us/dlg/local-governments/lgtypes.htm I iller rh ., I" *:Frnffinrty , o Pro pe rty ta facilities: Tnx hy ffinvernment Type xes supporting government services and Schools Cou nties M u h icipalities Special Districts . Metropolitan Districts $3,267,970,264 $1,602,002,645 $ 3 3 5, 81 4,890 $ I ,l 56,02 4,406 $ 338,049,347 s0.2% 2s.2% 5.3% 18.1% s.3% t o Fire pro 29.29%i under S Sou.rce:- - 8b'EoidHyt'd" tection districts account for 30.36% 86,306) and metropolitan districts account for ($ : 3 8, 049 ,347) of the total amou nt s hown above pecial Districts la.state.co. us / d pt/ pu blications /docs / 2 008-an n ual-report/ Overview-2 008An n ualReportFinal0 htto . I I www.dola.state.c .us /dpt I oubl itations / do re ort/SpecDistRevenue.odf :, ','csl2008-annua f Special mistricts Idistricts have proven to be increasingly popular tools in providing services. In .l995, there were 870 Title 32 special districts. Today there are approXimately .l885 special districts. Nearly all of the growth in recent years is accounted for by the formation of new metropolitan districts All major developments in the state are are supported by special disrricts: Highlands Ranch, lnverness, Meridian, Denver Tech Center and Central Platte Valley and Union Station all are supported by special and metropolitan districts i I .i .' ii u',' ilter iml nistrict v. Metrnpolitan nistl'ict The Special Distric! Act (Title 32, article I , C.R.5.) contains the legal framework for many types of special districtS, ihcluding: 0 o o 0 0 0 o 0 Am bu lance Districts Fire Protection Districts (may also provide ambulance and emergency medical and rescue services) Health Service Districts Metropol itan Districts Park and Recreation Districts Sanitation Districts Wate r Districts Water and Sanitation Districts Health Assu rance Districts Mental Health Care Service Districts Tu n nel Districts t Improvement Districts i t. senbluth iller tr I ;i iil i::,t S I nistriet v, Metropslitan mistrict comm " Business Irnprovement Districts o Cemetery Districts o Conservation Districts (soil) " lrrigation Districts, o Library Districts o Local lmprovement Districts,, o Pest Control Districts " Public lmprovement Districts, o Special lmprovement Districts: " Water Conservancy Districts. Water Conservation Districts g ove rn ed by on types of d istricts that are not the Special District Act includE -( i*ler . Stricts v Metropol itan Districts 1nAmbulancel)rstrrcts : , 9 ru : 249 d . lfa .r i\'n.. ,.. r aa ^ ^servrce (hlospltal) ljlstrlcts 55 54 Sanitation Districts 79 79 241 Health Metropolitan Districts 294 673 rc62 , Patk and Recreation District OU, 52 53 74 I'Water and Sanitation Districts t, Mental Health Care Service Districts ,,, tllDrstrrcts I'rst 75 123 First authorized in 2001 First authorized in2007 authorized in 2007 76 t29 0 0 00 . , . , FireProtectionDistricts of 2 :: n (n/letro) mistricts ct is a type of special district at Ieast two different types of services. So, ihstead of forming a district for Itler b,luth at pr ,i ''.....i. 'ljir r " itan (nllers) Distrlcts been over I00 new metropolitan d istr.icts formed in each of the past th ree years. ln the years between 2000 and 2004 the,',,, number of metro districts increased from 294 ii, ,to 653 during the same time period growth and increased home building through 2007 Sou rce: http://www.sdaco.org / sites /default/files/attach ments / C u ide-fo r-Citizens-da. pd f-5-29-09.pdf r. iii firl he r0 tcr f,renting a Metro A metropolitan d istrict provides needed infrastructu re and service to a specific area, with the cost being born by the property owners and resiOents of the area, rither than spread over the entire area of the general purpose gbvern ment (city or cou nty), 4s wo-u ld be r'eq u ired if the city or county provides the infrastructure or service in the area ften there m ay be no other viable alternative for rovid ing and operating the necessary public facilities Services can be provided to qrowinq areas without impacting the budget or resErves oI the city or county !petras cial district rovides a wa nancr n g the ? yoffi tn id as deve I opment occurs and property values i ncrease district is able to finance infrastructure and p ublic facil:ities through the use of tax-exempt munici , pa I bonds Source: http:/ /www.sdaco.org / s ites /defa C u ide-fo r-C itize n s-d a.pdf-5-29-09.pdf tru ctu re u p ront with th e costs bein g repa u lt/fi les /attach me nts / lii ,. :,, ', iiil' ll ,.,," i' i$, r.: hm ffrnwth sf Metro mistricts? Pooul of Co lorado t oro liat city an d coun ty resou rces are bein sretched and cities an d counties are worki ng with at o N IS wrn9 s o d ramaticall Y rn many areas g , :psrntr cial districts as a means of installin astructu re to s u pport the g rowth g the l Cons.traints of TABOR and the desire for high quality development requ i re qovern ments to consi'-der multiple fi nancirig methanisms to support development M etro d i stricts are flexi b Ie an d can be c reated i n ,hu_ffrerious configurations to serve public infrastructure needs iller nbluth ' astr U/ithmut Straining Our uctu re s a means of fi nancing,metro districts have a exempt bonds I The payment for the cost of infrastructure is stretched out over 20-40 years rather than fiont-loaded in horne costs ,F New development s its own w aa :ril,liJ[. lller sr:nbluth :. TtH Burden > Special districts have not created unusually high or disproportionate tax burdens in Colorado for property owners r Colorado ranks favorably with other states i n htt I I WWW l25429.hrml .taxfou ndation.or taxdata show iller bluttr l, ,",t.lt ,:{,1. l: . r_. i it i N Co l) LJ a)a (u ffi& r/! {-j TJ II.I- {-f rd! l- m rd I- TJ ($.F (}.(/! mg s- N, I- -I- r.duIf- (} ir (u U.E l- r\I cn P F : , : r ," :' l he st atu tory process for special dist flc set foith in Title 32 Article I Section 2 ts is ,, That section describes the content req u ired in service plans ; There is no statutory requirement for approved zoning, comprehensive plans, plats or fi Iing in order to propose a district p There is no prohibition against forming ' multiple districts and there is no statutory authority required to form multiple districts iller th Nffirth, South and East Metropol itan Districts Fft Why Propose the RE Districts Now? iller bluth , , necessary to provide crossing to be under , The sch6ol district' o The school district is Nmw? for development. The PUC requires the control of government entities interested in land within the RE nistricts ings of RFTA ROW gs, including a grade arious utility crossing are i: :+,; .: : Why Propose the " ,, , , Public and Utility Cross ggverne.d. by PUC t, ,, , T_wo public access crossin' separated crossing, and vtr Development. No land is possible without the public access approved by the PUC as described above ,,,, . These districts, t! formed this year, can escape the worst, , tonseq uences of these Amend ments bluth iller Special Pistrict Protections hm Oversight, mill levy caps and the market .i:l l;ii* ,,,,_ :.4 i ifrit ji , iller bluth mistricts Prmtections retains the power to oversee the d istricts ps the use of mill levy caps has ended the perceived fi nancial risk of special districts. ln'9.|.'92 there were approximately 900 Title 32 districts in Colorado 36 fi led for bankruptcy protectiont 4Yo all d id workouts. No ban kru ptcies have bee n filed since,l 993 ) The Market market doesn't accept the issuance of debt without ient assurance of the feasibility of repayment ,;l ig, :,', Required Findin51s, Permissive Findings np Title 32, Article l, Section 203 I ] iller ttr ; I ndings nf the County TPt$sroners and Dro iected need e area to be served b vthe proposed special district The County Comprehensive PIan that is currently under consideration anticipates high density residentiil development and a commercial node zoni ng for the area. The Community Profile prepared, in part by BBC Research and RRC Asiociates projected pobulati6n to brow from 57,000 in 2009 to nearly 85,000 in 2025. 2.5 persons per household, that equates to approximately 830 homes a year needed to house the At ncreased population.At a maximum potential, this opment would only meet demand for 10% of the ng over that period t iller uth re cient existing gantzea : s * I m mdings mf the County ners -L J||-. ! I m I I The exiiting service in the area to be served by the proposqd special district is inadequate for p rese nt and projected n eed s o No other district is fi nancially capable of serving the Development > The proposed special district is capable of iding economical and sufficient service toP rovr the area with in its proposed bou ndaries The Service Plans provide for mill levy caps to protect omeowners whi !e providing sufficient tax revenues to operate water an d sewer service street cleaning and w removal an d a community recreation and use . .,1t, I ,llol;,, , d Findin Ss sf the County tfl$st0ners The area to be included in the proposed spe cial district has,or wi ll have , the fi nancial' ability to discharge the proposed indebtedness on a reasonable basis 'o The mill levy protections in the service plans are consistent with service plans on a statewide basis iL senblutlr iller ngs of the Cnunty;rrmis required in order to sive Findi mmmlssisners 'l These fi ndings are not lanapprovea s e rvice p L 't': iller hlurh rt-Term : thn RE Short term, the Districts are needed to negotiate witfr the PUC on the RFTA crossing Short-term, the Districts are needed to assure the sthool district that suitable property will be available to them " Short term. the Districts need to avert the, catastrophic fi nancial problems of Amendment 60 and Amendment 6l o Long-term, the District are needed to provide public infrastructure and operation and maintenance of public infrastructure, including maintenance of public crossing across the RFTA coir:idor as required by the PUea, , Districts provide better fi nancial curity and stability than other entities end Lnng-Term Need istrif;ts -te rm c] ,i l',i li E South Service Plan RE North Service Plan RE East Service Plan Planning Commission Public Meeting July zB ,2o1o - -'-*.-^f-!+' - +-,;:-.{+{S - a-L: i':- i'!:.. 1:r ,* CL ttr =Po:trOI TJO- fi,(l) cfiE o.u eo @I) flloI o- t.: ' |:, 'f .1'S. , ''i',4,;fi :ir: jj" . i;,.l .1' , .,t.. '{";.- i ll -1 }} t +. r& 4T |tr "#.".-?.: -N L ,,- i'!-' #i J a I{ .l ta. ii { i UIo+,oFI a- ,:t i, :Lr-.' : "'l IiI , . rll,t'{, t!,i \,' {l rr. ;" i ,-..i ; ..1: t i t {: .+ .-i I,/ {r f't i ;-.:" _ -.t*. r-\- I ir i' ., ./ {' I lt t:i,l .,: \ ; q!i' r.1:.' 'l*S -: )i5 L.. ,-"*. -'"afta- '' . r,t, ir {}l .1.. .).r. . :';.::' :' t' t f'- l. .. '', l t_ p s g. t .t t .ti a I ,t I t't g t I I t r:'i+ 'i4 ,{ i(,, ,, ,t-, +, ,. a il { ..1 :i,!l't( .;! .( S-. &,,!i. !\ t. ."I :.t Vicinit Site bile Home Park bridge CATTLE C ork River zyF . ,:,i ..+ ' ::'':'_l,i i.tl "._.t.. , ....i....... : '1?;" 113 i,- 'fr, G I*,ll ,$ fi !,** -l ' .& 't. .ra- iati'F .l' . t' :. li :t" i' ;,, :i ",') : :. - :.,1 t,.. r,t', . t# E. -_a.6f, ')' J' tf * ,lE .j., -,-\'' '!? ki, 7: ;. {; t- tr.\ ! I .fr E ; I d Entitlements The area contained in the service plans consist of two properties owned by Carbondale Investments LLC " A 281-acre site and a 47 ,61 1 S uare foot rceJ. The current zonin g on th hile occurs on Re s i d e n t i, [s-, nffiFo n i n g p e rm its th e fo I I o* i nffi ning all s uses by right ential Suburban281 + all commercial activity including lodging, retail, . -. ::i.;l: ' ..n.ij.' , -: o:ij;i:, .. .,r.jii"l. .. .:;.ali'. .:.* -+?.i.; lrti:,: Entitlements 28 1-acre ParceJ Parcel number 2393-182-00-102 is a 281-acre parcel encumbered by a 54-acre perpetual conservation easement.An analysis of development potential of the site, based on the Suburban zone district allowances, indicates that the maximum number of units would be 494 units (20,000 sq ft mininrurn lot size divided by square footage of the This maximum number of units is highly speculative due to the known significant physical constraints of the property including soil/geology/slope and a heron rookery. Given the known constraints as well as the potential for unknown constraints, staff assumes that the site would yield fewer than the maxirnum permitted by the zoning. The property owner could divide the parcel into 35-acre parcels utilizing Senate Bill 35, without benefit of County review. The result would be 8 35-acre sites. net of Any development of this proper$ would require subdivision review and approval prior to issuance of building permits. Therefore cuffent entitlement for this property is one single family dwelling unit- 47 ,6tt sq.ft. ntitleme Fonner So ris Restaurant S Parcel number 2393-072-0 Genera]. CG zoning requires a 150-bed hotel and 72,000 physically be constructed on that is zoned Commercia] are feet. lt is doubtful that , as proposed, could land. *'tb' lE*t .'.i !.1& ,.i * I * -& -1}\i r. r ! i:::;, l, ta iirJ 1..f: ::' '1r outh District Bounda The South District consists of approximately 112,3 acrcs anticipated to include 413 residential units planned for a portion of the residential component of the Developrnent including affordabte housing units and an 8,000-12,000 square foot mixed office, rccreation and commercial building.I I.ttl Iltl'tll I t ';'".r'-,.t i I /t\:\tt ''$#: j'r I . - .1,. .1 ,,lsJp ** ': 'j ,J li '.11 - 1 ) H Nort h District Bounda Thc North District consists of approximately 115.31 acres anticipated to include '187 residential units planned for a portion of the residential component of the Developrnent including affordablc housing units and an elementary sehool on a t2.l acrcs site. ''.'-l,liS@. -.i{..,.: i:s;:f - ..,-;,H.-.-*.,i+ .;:: ,*1 . , ,.: !;.. ,;.1:i , .:;i '.: '+ ;i' 'l rl,' i ,.1 ,lrli,' I I l it I I[. . .t,- 'I l; , ,i N iI t ,\.I't ID I 1lF I a trrl l, II East District Bounda The East District consists of approximately I 1.9 acre$ anticipated to include a hotel consisting of app,roximatelv 150 roorns and 30'000-50,000 feet of commercial retail space. square \ 'l I .lt \ I .i-'CE--.'+ , ''_ 'L!" ,1 I I I I ) |. I L rlrl I I I I I I It t'.I I I j, '1. !, i_l:'.'- ! .' t \,r.'; -j' y I' rl ' ,'.!Y- ' : :'., \. l. ,, !! 'i I I t,r l t \,1, i H 1 I r resentative: uest: perty Size: enera llnformation Carbondale Investments LLC Dianne Miller - Miller Rosenbluth, Review of Service Plans to create three metropolitan districts rvation Easement: z&z acres 54 acres 24O acrest size: rict:Residential Suburban gh Densi tyPIan:Residential Hi f nt: search & Co e of the oldest privately held economic, financial, statist arket and policy research firms in the Rocky Mountain West. ff includes market analysts, urban and land planners, poli alysts, ffidnagement consultants and statisticians. ord Frick is the Managing Director of BBC and has over 25 ears of experience in public and private development economics, market analysis and fiscal impact studies. eld County has contracted with BBC for special review of service plans. BBC has worked on several projects for the including the Battlement Mesa Incorporation Analysis, zoto; the Comprehensive PIan Up and the Garfield County Land Values and it a . .. ,,,,---J.,,*l -- .1. .- .1 I ,, 1 11r' l;'.i ir1 'l.i[ :1 li ;r i- : ::ill: i ::, , n: f:i, :;. al a tutory Cr te rra z), c.R.s. ard of County Commissioners shall disapp he proposed special d to discharge the prop a I -a.--:* rove e plans unless evidence satisfactory to the Board of the following is presented: (r) There is sufficient exiting and projected need for organized service in the area to be serviced by the proposed special district. (b) The existing service in the area to be served by the proposed special district is inadequate for present and projected needs. The existing service in the area to be served by the posed special district is inadequate for present and projected The area to be included in t have, the financial ability a reasonable basis. istrict,., ,'' c) tatutory Cr te na 2.5), c.R.s. ard of County Commissioners may disapprove the s Unless evidence satisfactory to the Board of each of the wing iS presented! a I '* o--"*"* ) Adequate service is not, or will not be, available to the area through county other existing municipal or quasi-municipal corporations, including existing special district, within a reasonable time and on a comparable basis. ."(b) The facility and service standards of the proposed special district are ' cotnpatible with the facility and service standards of each county within which the ,proposed special district is to be located and each municipality which is an rested party under 3z-t-zot (t). The proposal is in substantial compliance with a master plan adopted nt to section 3o-28-t06, C.R.S. The proposal is in compliance with any duly adopted county, regional nge water quality management plan for the area. on of the proposed special district will be in the best -:. ,.:: , ra to be served. ..t. .. ..t. ',. ' '-.r : ..i"I .r1.i_r. : '. . ,.ail _. f.*.1;,:;* posed Findin Criteria Petitioner has failed to present evidence that the ent existing and projected need for organized servic area proposed as required by $32-r -zq(zXa) C.R.S., and The proposed development is speculative and has not been reviewed or approved by the County; -- The area proposed to be served by the districts is currently zoned Residential: Suburban and Commercial General which zone districts do not permit the, ,. proposed residential or commercial density contained within the service plans; The petitioners have failed to present an inventory of the services that ly available to the area from existing special districts or other municipali three Metropolitan District Service Plans presented to Garfield e a certain level and scale of development, which cannot ated under current zoning." See report, Exhibit I by Ford Consulting, incorpora l:,i5. Director of BBC Research and 1:: .: ... ning Commission specifically finds: osed Findin s Petitioner has failed to present evidence that existing e is inadequate for present and projected needs as uired by 5f 21-2of(z)(b) C.R.S., and the Planning Commission cifically finds: 'b: That the land within the proposed district boundaries is within the Carbondale and Rural Fire Protection District which provides adequate service to the area; That the land within the proposed district boundaries is within the service area of the Roaring Fork Water & Sanitation District and no evidence was presented to indicate that it cannot adequately provide water and sanitation service within the area; t the current entitlements for the land within the propo sed district boundaries, one single-family home on the z8z-acre parcel described as 2393-18z-o commercial use on the t-acre parcel described as zjg3-o72-oo-oo1; ce was presented of existing services and the projected need for ic infrastructure in the plans nor the specific services listed P osed Find rn 'Petitioner has failed to present evidence that the sed special districts are capable of providing economical' sufficient service; as required by Sf 24-2o3(2)(c) C.R.S., and Planning Commission specifically finds: The Petitioner has not adequately demonstrated that the proposed development ., will receive approval by the County Commissioners; 'b) No evidence was presented that the levy of up to 5o mills will be economical for the proposed residents located within the boundaries of the special districts; The Petitioner has not provided information, such as surveys or engineering standards, necessary to support the cost estimates of the proposed improve d therefore it has not been adequately demonstrate that the services to be ded will be sufficient; Petitioner has not included any information on the nature or cost of the proposed services or infrastructure: ,,,-,rrr,{.r,W*ii '" ":.+i$-rr:ae :,qst I ;d* ;l:.'t:':*. .r l, :- -..,..,r;it o C oP osed Find IN ). Criteria Petitioner has failed to present evidence that the area Iuded has or will have the financial ability to discharge osed indebtedness on a reasonable basis as required by 532- f(zXd) C.R.S., and the Planning Commission specifically a a That the use of the 2oo9 assessed valuation to project valuation for the proposed site is inappropriate given the state of the economy and the market for real estate in Garfield County; , "The District Service Plans provide no substantive support for the pace, price, cost. 1r,..or scale of the anticipated development and infrastructure requirements." See Exhibit I by Ford Frick, Managing Director of BBC Research and Consulting, rated by this referencel 5harts, ..;'.{lS# ..-.r..ieb-lt . ' :fel:]I.- .-.-adi '. -t . 3:: : ...1: , : : ,ir. r'!L-/ ,. S a Criteria zq(z.SXa), the Petitioner has failed to produce evid adequate service is not, or will not be, available to the a ugh the county or other existing municipal or quasi- icipal corporatiotrs, including existing special districts, wi reasonable time and on a cornparable basis as required, and Planning Commission specifically finds: The Petitioner has not provided information regarding the services currently provided by existing municipal or special districts in the area. osed Find IN ,:- -. c oposed Findin t-zo3(z.SXb), the Petitioner has failed to produce the facility and service standards of the proposed special cts are compatible with the facility and service standar.ds county within which the proposed special district is to be cated, dhd each municipality which is an interested party und 2-1-2040), and the Planning Commission specifically finds: Thefacility and service standards were not provided in the service ptans. osed Find o I na t-zo3(z.5Xc), the Petitioner has failed to produce e the proposal is in substantial compliance with a master pted pursuant to 5l o-28-ro 6, C.R.S. and the Planning ission specifically finds: The service plans did not contain an analysis of plan compliance with the Comprehensive Plan; The provision of redundant services is discouraged by the Comprehensive Plan; The current zone district, Residential Suburban, is in compliance with the High Density Residential designation which recommends a density of o to less than z cres per dwelling unit. The speculative development plan proposes.2 acres per lling unit which has not been determined appropriate during the develop process. d o ,i ropose d Findin Criteria the proposal is in compliance with a duly adopted county, nal, or state long-range water quality management plan for area, and the Planning Commission specifically finds: The service plans do not address water quality or discuss any applicable water quality management plans. zq(z.5xd), the Petitioner has failed to produce evi . il{ii ., ?i;t. - .:: .43;ii r.'.:,,1 c o -zoj(z.SXe), the Petitioner has failed to produce evi the creation of the proposed special district will be in th t interests of the area proposed to be served, dnd the ning Commission specifically finds: The proposed district boundaries contain vacant land with no development approvals; Creation of the special districts would not be in the best interests of the area proposed to be served because of the speculative nature of the development proposal. posed Find IN -..:,t*.€W' .ii.,:ld''rry;m f+:: rfr . -'fii$m.-\: -Ii- i_' . .: . :_.ig ... . : .,::' .I .'.i.,;l . .- ,';5. ''. " 1;i{ t. dat oecommenron commends that the Planning Commission rd a recommendation of disapproval of the th ice plans to the Board of County Commissioners, orporating the staff findings and a , rAuthorizati ,,.:=fi on for the Chairman to sign the Resolution; =,ti thorization for the Staff to act on behalf of the ission in presenting the Resolution to the Board, ty Commissioners. i f 1 ! Form of Resolution of Approval of Garfield County RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS, GARFIELD COUNTY, COLORADO, APPROVING THE ORGAI\ZATION OF THE RE METROPOLITAII DISTRICTS WHEREAS, pursuant to Section 32-l-202, C.R.S., as amended, Service Plans for the RE East Metropolitan District, RE North Metropolitan District and RE South Metropolitan District (the "Service Plans") were submitted to the Board of County Commissioners (the "Board") of the Garfield County, Colorado (the "County"); and WHEREAS, the propeny within the boundaries of each of the RE East Metropolitan District, RE North Metropolitan District and RE South Metropolitan District (referred to collectively herein, as the "Districts") is entirely within the County; and WIIEREAS, pursuant to the provisions of Title 32, Article 1, C.R.S., as amended (the "Special District Act"), the Board held a public hearing on the Service Plans of the Districts on September 7,2070; and WIIEREAS, notice of the hearing before the Board was duly published in the a newspaper of general circulation within the County, on August _, 2010; and WHEREAS, the Board has considered the Service Plans and all other testimony and evidence presented at the hearing; and WHEREAS, the Board finds that the Service Plans should be approved subject to the conditions as set forth herein: and THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY COMMISSIONERS OF GARFIELD COLTNTY, COLORADO: Section 1. The Board hereby determines that all of the requirements of Title 32, Article 1, Part 2, C.R.S., as amended, and of the County relating to the filing of the Service Plan have been fulfilled and that notice of the hearing was given in the time and manner required by law. Section 2. The Board further determines that all pertinent facts, matters and issues were submitted at the public hearing; that all interested parties were heard or had the opportunity to be heard; and that evidence satisfactory to the Board of each of the following was presented: a. There is suffrcient existing and projected need for the organized service int he area to be serviced by the proposed district; and b. The existing service in the area to be served by the proposed special district is inadequate for present and projected needs; and c. The proposed special district is capable of providing economical and sufficient service to the area within its proposed boundaries; and d. The area to be included in the proposed special distict has, or will have, the financial ability to discharge the proposed indebtedness on a reasonable basis. Section 3. The Board hereby approves the Service Plans for the Districts with the additional provisions attached hereto as Exhibit A, and the cost estimates and preliminary engineering surveys attached hereto as Exhibits B shall replace the existing Exhibit E in the Service Plans originally filed with the County. The new provisions and exhibits shall be incorporated into the Service Plans before they are filed with the Garfield County District Coun as described in Section 4 below. Section 4. This Resolution shall be filed in the records of the County and a certified copy thereof submitted to the petitioners, for the purpose of filing in the Garfield County District Court. The Board hereby affirms that it shall take further action as may be necessary to reaffrrm or validate the authorization and findings provided herein. Section 5. All prior resolutions or any parts thereof, to the extent they are inconsistent with this Resolution, are hereby rescinded. RESOLVED this 7h day of September,2Oll. BOARD OF COLINTY COMMISSIONERS, GARFIELD COUNTY, COLORADO By: ATTEST:APPROVED AS TO FORM: Clerk County Attorney 2 EXHIBIT A TO RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS, GARFIELD COUNTY, COLORADO, APPROVING THE ORGAI\UZATION OF THE RE METROPOLITAII DISTRICTS 1. The following provision shall be inserted into each of the Service Plans between the existing second and third paragraphs of the introductory material of Chapter III - DESCRIPTION OF FACILITIES AND IMPROVEMENTS: This Service Plan does NOT assume or presume any development approvals by the County. Nothing herein, including the preliminary and conceptual development plans attached hereto, shall constitute approval of any kind whatsoever by the County to the development of the property within the boundaries of the District. The Developer, or any other developers of the property within the boundaries of the District, is required to initiate and complete all development approvals in accordance with County standards and regulations and this Service Plan shall not be cited or relied upon by the Developer or any other developers as approval of any general or specific development densities or types. 2. A new section A.3 shall be incorporated in Chapter VII - OTHER REQUIREMENTS AND CONCLUSIONS, as follows: The District shall file for dissolution with the District Court of Garfield County unless, on or before December 31,2014, the Developer (or other developer of the property within the boundaries of the District) has received the necessary County approvals for, and has recorded, the first subdivision plat for all or a portion of the property within the boundaries of the District. The County may, but is not required to, unilaterally extend the date of the required filing of dissolution by administrative action, in writing, without a service plan amendment. 3. The first sentence of Chapter II, Section B - GENERAL POWERS OF THE DISTRICT, shall be amended as follows: The East [or South, or Norttr, as applicable] District will have power and authority to provide the services and facilities described in this Chapter both within and outside its boundaries in accordance with law; provided, however, that the exercise of power by the District shall be solely for the purpose of constructing, providing and maintaining those improvements described in Exhibit E, attached hereto and incorporated herein. J 4. All references in the Service Plan to the "maximum general obligation indebtedness of the Districts" shall be revised to $13,500,000 and all references in the Service PIan to the total estimated cost of facilities and improvements shall be revised to $9,018,743. Any other references in the Service Plan necessary to conform the text to the revised cost estimates attached hereto as Exhibit B shall also be made. 5. A new Exhibit D (Financial Plan) shall be provided in the Service Plans which will reflect the issuance of bonds in conformance with the new maximum general obligation indebtedness amount of $ 1 2,000,000. 4 EXHIBIT B TO RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS, GARFIELD COUNTY, COLORADO, APPROVING THE ORGANIZATION OF THE RE METROPOLITAI\ DISTRICTS The following pages shall replace in their entirety the existing Exhibit E - Preliminary Engineering Cost Estimates, in the Service Plans 5 @'EXHIBIT B: TEcHIvICAL MnUoRaNDUM September t,2OL0 RE Metropolitan District Preliminary Engineering Cost Estimates and Surveys To:Dianne D. Miller Miller Rosenbluth, LLC 700 17th Street, Suite 2200 Denver CO 80202 William S. Otero, P.E. 8140 Partners, LLC From Re: This technical memorandum summarizes the preliminary engineering cost estimates and surveys attached hereto as Exhibits 1 through 11 as developed by 81a0 Partners, LLC and dated September 1, 2010 for the infrastructure associated with public access, trail, and public utility crossings required to be permitted, constructed and managed by the proposed RE North, RE South and RE East Metropolitan Districts. Such facilities are considered the minimum facilities necessaryto service the property that require RFTA and PUC approval and meet the minimum public access standards of the Roaring Fork School District RE-1. All facilities identified and costed are not otherwise provided by another entity meeting the requirements of the PUC for public facilities. Preliminary Engineering Cost Estimate As with the previous costs estimates provided for the RE South, North and East Metropolitan District Service Plans, the cost estimate is based upon procedures utilized by contractors in preparing "hard money" competitive bids. Construction equipment ownership and operating costs are based on current data; permanent materials are based on current cost indices as provided through RS Means 2008 cost database and 2008 CDOT Bid Tabs. The quantities ofwork have been verified or revised either by independent assessment or by sampling conducted on existing conceptual designs by 8140 Partners, LLC. The cost estimates are intended to provide an approximation of total construction costs based on unit costs appropriate for the preliminary level of design. These cost estimates are considered to be approximately -10% to +15% accurate. As with previous estimates, the base unit cost estimate prepared includes industry standard contingency to account for project uncertainties (including final design changes, permitting restrictions and bidding climate), land acquisition costs, engineering design costs, legal fees and administrative costs. These estimates are subject to refinement and revisions as the design is developed in future stages of the project. The actual cost of construction may be impacted by the availability of construction equipment and crews and fluctuation of supply prices at the time the work is bid. This preliminary level estimate of probable unit construction cost is based on the available data at the time of its preparation. The cost estimating approach assumes a unit price, competitive bid contracting mechanism. The estimating methods and procedures utilized represent the typical methods used by the construction industry. All unit prices represent a composite unit cost including labor, equipment, materials and transportation. The summary of preliminary cost estimates are provided in Exhibits 9, 10, and 11 for RE South, RE North and RE East, respectively. The costs of common improvements are shared between districts as noted. The total estimated cost of construction for the improvements in all districts is approximately Sg.1M. Preliminary Engineering Survey Revised preliminary plans for applicable infrastructure are provided as Exhibits 1-8. The specific infrastructure included in the preliminary engineering cost estimates is identified on each of the district maps. Trails and trail crossings are not shown on the maps due to scale, but three crossings associated with the RFTA corridor have been identified and preliminary plans developed as the basis for design of trail crossings and realignment of RFTA trail at the south entrance to the property. = I = I E6 E 4 tr = 6 2I € zE 6 S == I 6 s2 1= v.t T - 9r:j oq 3nE/jo ?TE uoo L dL DISTRICT BOUNDARY -\tIt PUBLIC ACCESS IMPROVEMENTS t st: l, PR)PERI'I ./// LIMITS J r 'nS _ RE SOUTH', i $t ., ' METRO DTSTRTCT-:<---y'" \. ."' '\ UNDERPASS {:}i;: PUBLIC ACCESS IMPROVEMENTS CaIUe Creek ,r,r., \,u 1 ' '1.t, 1'.' -i% { li ,h tr Ir CONSERVATION EASEMENT *'& I L i. $ I 'H 500 0 500 1000 - SCALE IN FETT PrcJect: RE South North and East Metropolitan District tlrpo"ite District Public Access lmprovements Prcparcd by: 8140 Partnerc, LLC a &. No Drte: 09/01/10 Exhlblt: 1 (t. t fr $ E h * $ $ ,,-RE EAST.,/ METRo DISTRICT Y ., t .:.,n, I lltri ' ,ll (9 I Alo-,r^ .9/$ o4,% l.] RE NORTH METRO DISTRICT q I I x $ ,- :- RE South North and East Metropolitan District DISTRICT CONSERVATION EASEMENT '[Lrnpo"ite District Public Raw Water System Preperod by: caoe cre"k ,,+', j {i) E ,.t, ,t .t _t 11., ab t1 x ! :F" No SCALE IN FEET Prolcct: ':iL Oltc: 09/01/10 2 Exhlblt: 8140 Partners, LLC c 6 = I = I I 9 I o E- z d 6 s =c ! q !2 e Z= xi: -2e 3,;i+/toAtr..\> =tr^sdil Icc E = I a I = E !2 I = E I 9 = z = s: 1= 6+ - 9E =NeI --':3il8/=o \> 3!o2"F)rtr L rd i : I rl iI EXIST EASEMENT(rrP.)\ 1 \ 1, #i \\*-t .q.l 'il, f .\ UNOERPASS PUBLIC ROAO CONSERVATION EASEMENT --.r rrI u I ,sDISTRICT ' BoUNDARY (4, .* **'*** %',h. 4*h * ""',',4:itttt |n ll.i t aIMPROVEMENTS lk .n" in Caftle -6 & vA:'-t1ilttt> Creet @ PROPERTY '' LIMITS \u & '! \ ';: ----+{lii\,r 1r..; 1 N x & w,N 300 0 300 500 - SCALE IN FEET Prolect: RE South Metropolitan District TltlG: District Public Access !mprovements Preparcd by: 8140 Partners, LLC iiav: "r&Yi-dg,{. Dlte: 09/01/r0 Exhlblt: 3 rl :t r:| I '', -,,1 I , ,' .: =d d = ? 9 E f s2 9 o = 6 = 2 6 € z z6 5 = ! a 6 6 I Ea -98 !L tr .. J U6?kc qoo 1 I I I I I T I I I +hI I I II EXIST EASEMENT (ryP.) i. i! Creek @ N %I &o 300 0 300 600 - SCALE IN FEEI Prcrcc't: RE South Metropolitan District Tltlc:Drtc: /CoNNECTTON TO EXISTING GLENWOOD 09/01/10District Public Raw Water System PrcprEd 8140 by: Partners, LLC Erhlblt: 4 @ e cJtr" I I q. a', Y#a':'-n i; -{ I d&L Ib .ln+. ,rs ACCESS IMPROVEMENTS #\1'tr*DISTRICT BOUNDARY 1 !P/ \, 1?' ,.t. ,i, q \ 11l "e +;.i. E $# st! lv.: , ".,4, H. r$I H @*A'"rrron onto. "l'6's w t& fa s t s .,i r$r I "x, & \" 1l ::r4l' r, .<t '/rK'.7':," Wt"a !t-.t . lli(|tr. oq, ;ok'. *oq. ,+- ,* ,'tq '': , hl%:rt,i, i+, ,E .: . .:: i"* w, EXIST EASEMENT (T/P 4t. )i c€f,,o PROPERTY1i--' District Public Access lmprovements 'as 1ii'ti ,,'' 3 I i I I .n * # & 14 ;;: tiLij E * L ,,, \ 'i 1. \ 4,"i.ii,,. 4 H**, ' .4,8 Crggk CONSERVATION EASEMENTi LIMITS l* UNDERPASS No 3oo o 3oo 600re SCALE IN FETT Prelect:Tltle:Dlte: 09/01/10 PreplEd by: 8140 Partners, LLC 5 Exhlblt: = 5 = 9 ? E = a 6 = !2 2a z s = I s2 g< gi q) -:9a = -o 8;; d u-/>odE.. i Ao2"y)ptr4 00 .:l ri xl t .,,1 . i, t,lt RE North Metropolitan District l' RE North Metopolitan District Tltlc: District Public Raw Water System Pr"plEd by: Datc: 09/01/10 Prcrlct: 6 Exhlbh: 8140 Partners, LLC 2 =E I = c I 2 tr = E- z 6 = 6 s = ! Z= c rj q1 3,ijg<>oA tr ,. z* 4o tsL rdd = 6 9- >= >otr.. F<6 *Eoo dd d I I = c I E = e z !2 z Iz = = s I q I 3 I e 2 1 L; z DISTRICT BOUN UNOERPASS T t ; I I i I I Il I I I iir I '14 t.; n{ /'\r (82) .l Svln 'l tir tlB t1;i " "i+ EA f '@r 4, t! EXIST. E^SEMENT 1(rrP.)1:\. i ACCESS IMPROVEMENTS "-__i t1 I I !l i i ,l $, l{ j I .,,,, "6\'<1.':'r7" .4.e-), ,()'o ?p^...: ". " '':!. 't, '', :.1:'i i'I II L !1 ii,i CONSERVATION Tltle: 9e,?e cre"r EESEMENT \\ | -pnopEnrv- Ltvtrs L N t\ .i.t . , ,, .; f:',' t ,, t&. SCALE IN FEET Prolect: RE East Metopolitan District District Public Access lmprovements PrcpaEd by: Dlte: 09/01/10 8140 Partners, LLC Erhlbtt: 7 'i ..''.. I ii .t !$ a, aln"a" I I\l DISTRICT BOUNOARY nfl!: "qt !, tL WATER SYSTEMI , i j E t { : @ s,1 ? a xaatr I II *rl"t I I " "F. U1 ( 4 + t I 'd q i i, n I E 1I l.4- r'<1-', ,7,,,,4.,, 'v. r \o'. rLO i,'';''o t _i.* t EXIST. (r/P EASEMENT,i. 1 I I I I I I I *l I I I I I I I I t Tt i I , I \1. Iti i,l t" t I t a: ), : t tr 1 \ "{ t rt{" I I I I I I I I \ C"r99k ,i .t :f t t lr,rf I I t I CONSERVATION EASEMENT i x q% 1t\I !.1 I , i -PRoPERTY- LTMTTS { iI 1t )t 1 a (_ N 300 0 300 600 - t I H 3 q District Public Raw Water System ;iFEETINSCALE Prcl!ct: RE East Metropolitan District 09/01/10 by: Partners, LLC Prcpuad 8140 For I Dlte: = q? 9- FC>t tq >otr ..>h aiJ FFoo dd = - = = E 9 Eq o = E s2 € = 6 5 = s I , ; 1 l; z Erhlblt: Exhibit 9: Preliminary Engineering Cost Estimate RE South District Cost Summary Total Costs Notes RE South Metropolitan District Roo dwoys ( I n clu d es sto mwote r) Type 1-Collector s 434,663 Part of Main Access Road (Cost shared with RE North) Type 2-Local s Bridges and Structures s 585,000 Part of Rail Grade Separate Crossing (Shared with RE North and RE East) lntersection Access lmprovements s 500,000 Part ofAccess lmprovements (Shared with RE North and RE East) Subtotal 1,519,553 Ttoils ond Sidewolks lrarls 45,000 RFTA Trail Realignment Sidewalks (including curb, gutter and landscaping)s 185,455 Part of Main Access Road (Cost shared with RE North) Major Trails and Structures 179,800 Trail Crossings (Shared with RE North and RE East) Subtotal s 4L0,256 Potdble Wdter Potable water crossing permitted via RFWSD (PUC approvals obtained concurrently with metropolitan district crossings or independently by RFWSD) Water Lines and Facilities S Mains and Tanks s subtotal s Raw Woter Water Lines and Facilities 102,450 Treatment, Pumps and Storage s 322,500 lncludes base treatment/distribution subtotal s 424,950 Sonitory Sewet Sanitary sewer crossing permitted via RFWSD (PUC approvals obtained concurrently with metropolitan district crossings or independently by RFWSD) Sewer Lines and Facilities s Mains and Pumps Subtotal s Dry Utilities Dry utilities permitted via dry utility companies (PUC approvals obtained concurrently with metropolitan district crossings or independently by utility company) Lines and Facilities s General Dev. lmprovements Subtotal s Othet No interaction required with PUC and RFTA Recreation Facilities s Parks and Open Space (includes detention)S Subtotal S Totol (Metro District Owned)s 7,954,869 Totol (Dedlcoted )s 5N,NO Total s 2,454,469 Exhibit 10: Preliminary Engineering Cost Estimate RE North District Cost 5ummary Total Costs Notes North District Roadwoys (i ncludes stormwoter) Part of Main Access Road (Cost shared with RE South)Type 1-Collector s 7,393,463 Type 2-Local s 337,500 Bridges and Structures s 1,055,313 lel! glleji cleqe Separate Crossing (Shared with RE South and RE East) lntersection Access lmprovements s 750,000 Part ofAccess Improvements (Shared with RE South and RE East) Subtotal s 3,546,275 frails ond Sidewolks Trails s Sidewalks (including curb, gutter and landscaping)s 786,544 Part of Main Access Road {Cost shared with RE South) Major Trails and Structures s 183,550 Trail Crossings (Shared with RE South and RE East) Subtotal s 970,O94 Potoble Wdter Potable water crossing permitted via RFWSD (PUC approvals obtained concurrently with metropolitan district crossings or independently by RFWSD) Water Lines and Facilities S Mains and Tanks s Subtotal s Rdw Wdter Water Lines and Facilities s 158,730 Treatment, Pumps and Storage 5 307,500 lncludes base treatment/distribution Subtotal s 466,23O Sonitdry Sewet Sanitary sewer crossing permitted via RFWSD (PUC approvals obtained concurrently with metropolitan district crossings or independently by RFWSD) Sewer Lines and Facilities 5 Mains and Pumps 5 Subtotal s Dry Utilities Dry utilities permitted via dry utility companies (PUC approvals obtained concurrently with metropolitan district crossings or independently by utility company) Lines and Facilities s General Dev. lmprovements s Subtotal s Othet No interaction required with PUC and RFTA Recreation Facilities s Parks and Open Space (includes detention)s Subtotal s Totdl (Metrc Distilct Owned)t 4,232,599 Totol (Dedlcated )s 750,000 Total $4,982,599 Exhibit 11: Preliminary Engineering Cost Estimate RE East District Cost Summary Total Costs Notes East n District Roadwoys (includes stormwoter) Part of Main Access Road (Cost shared with RE South)Type 1-Collector s 166,875 Type 2-Local s Bridges and Structures 5 575,000 Part of Rail Grade Separate Crossing (Shared with RE South and RE North) lntersection Access lmprovements s 250,000 Part of Access lmprovements (Shared with RE South and RE North) Subtotal s 991,875 Troils ond Sidewalks Trails s Sidewalks (including curb, gutter and landscaping)5 7r,200 Part of Main Access Road (Cost shared with RE South) Major Trails and Structures s 232,200 Trail Crossings (Shared with RE South and RE North) Subtotal s 303,400 Potoble Woter Potable water crossing permitted via RFWsD (PUc approvals obtained concurrently with metropolitan district crossings or independently by RFWSD) Water Llnes and Facilities 5 Mains s Subtotal 5 Rdw Wdter 5 16,000Water Lines and Facilities Treatment, Pumps and Storage s 270,000 lncludes base treatment/distribution Subtotal S 285,000 Sanitdry Sewet Sanitary sewer crossing permitted via RFWSD (PUC approvals obtained concurrently with metropolitan district crossings or independently by RFWSD) Sewer Lines and Facilities S Mains 5 Subtotal 5 Dry Utilities Dry utilities permitted via dry utility companies (PUC approvals obtained concurrently with metropolitan district crossings or independently by utility company) Lines and Facilities s 110,000 General Dev. I mprovements S 52,500 Subtotal s Other No interaction required with PUC and RFTA Recreation Facilities s Parks and Open Space (includes detention)s Subtotal s Totdl (Metro Distilct Owned)s 7,337,275 Totdl (Dedicoted )5 250,0@ Total s L,58L,275 Rtr ]r[orth Metropolitan District RE South Metropolitan District Rtr East Metro olitan District iller senbluth1 ': .:', SB o OA CO CO rt v a # vtF\,w) f''1Frqffi\JeN#ilr*d'**) % 1*\\J $-"{#) ?-t *r{*1 = t--t :., t:.' Fl t\ # , ::l ::, ,, . :: 1,,,, ,, , t i:ii ) a ;.. ) ':a :l .dth,L t-cp \J w {ffiw#*71 [*'tw V7o@At-{ W M q) tr1 f^i-{N $ U) \ln )"..d.{nLJ S*{ P{ Far''!r*i € * s +J o Y E- a t I 't' (.).GJ'cJ I{.F1 r+F{:'": ' . 1''#r At+{ &*P--.fi-ATJ w en#)(.J & Fm{ $*4Ww&w4 [.*{ W M (J fr4r}4# o)w \-l fr,,4 * *-4w h-v4 -1rJ-r P ;1 ir :r i ..1rt ttr e ?H . .,,.;i ii . 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I t::, l i {frwU*p{ Y4 4*Jw * !E{ f,I w f\/H f,Jf, .FJ f, A-uq*.{ w1 '-r1\dq) 0.) w l-lH $,'1ffitu xhn d C}\b-i ?'r'4 \dN *E4naLu dHm $-.,t 1,I \\t/b N,F [--{/ALJ FqFr*{w T Ec CJ t. From ,!r-il;',,--L- i r --(. i... ,r .-r ! ,.1rt1,"-. fS;!lq-l- i.,r'. '1 i1: .l':.:,.r:il i.il,.l,ti.:.I.)il, ,li:llrr,i-tl '.i=ii illr! ll]lili;-. !.Ul.e!l-(=-?!'il:X; To: CC: i tti tl. i-!:rjil i.Lrlil. Subiect: Date: Proposed MeUo Dis;tricts at l-lwy. 82 and CatUe Creek Friday, September 03, 2010 10:56:12 AM Hi Kathy- I understand that the proposalto create three metro districts at Highway 133 and Cattle Creek will be going before the Board of County Commissioners on Septembe r 7, 2OLO. I reviewed the application with the Carbondale Planning and Zoning Commission last month. The Commission expressed concern regarding the proposal, specifically that the metro service plans would be serving a development that is not approved, nor even currently under review by the County. Any approval would imply future approval of the proposed development plan included in the metro district. Additionally, the service plans in the metro district documents set out a level and scale of development which cannot be accomplished under the current zoning. The Town's Planning Commission asks that the proposed metro districts be denied. We would appreciate it if you could make sure the County Commissioners receive our comments. Thank you and please don't hesitate to contact me if you have any questions. Janet Buck Town of Carbondale It iltr...i. ,,;l