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USL PLEASANTON LAKES, LP C/O STEELWAVE (GOODWIN CFD)
City of Pleasanton
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USL PLEASANTON LAKES, LP C/O STEELWAVE (GOODWIN CFD)
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9/30/2026 2:55:53 PM
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LONG TERM AGREEMENTS
LONG TERM AGREEMENTS - DOCUMENT DATE
5/4/2026
LONG TERM AGREEMENTS - NAME
USL PLEASANTON LAKES, LP C/O (RA FOR GOODWIN CFD)
LONG TERM AGREEMENTS - TYPE
REIMBURSEMENT AGMT
LONG TERM AGREEMENTS - RECORD SERIES
704-06 (Long Term Agreements)
LONG TERM AGREEMENTS - DESTRUCTION DATE
PERMANENT
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<br /> <br />CFD for Public Services A-1 Scope of Work <br /> <br />EXHIBIT A <br /> <br /> CITY OF PLEASANTON <br />COMMUNITY FACILITIES DISTRICT FOR PUBLIC SERVICES <br /> <br /> SCOPE OF WORK <br /> <br />Goodwin Consulting Group, Inc. (GCG) will serve as special tax consultant to assist the City of <br />Pleasanton with formation of a Mello-Roos Community Facilities District (CFD) that will include <br />both an initial CFD boundary and a future annexation area to facilitate annexation of future <br />development projects into the CFD. GCG will also provide services related to annual <br />administration of the CFD, including preparation of the annual special tax levy and delinquency <br />management. Specifically, GCG will provide the following tasks pursuant to this Scope of Work: <br /> <br />A. CFD FORMATION <br /> <br />Task A-1. Background Research and Data Collection <br /> <br />GCG will coordinate with City staff, affected developers, and the City’s legal counsel to discuss <br />the structure and components of the CFD, including special tax categories, maximum special tax <br />rates, development triggers for levy of the special tax, boundaries of the CFD and future annexation <br />area, the use of tax zones, and the CFD formation timeline and action items. GCG will review <br />service costs and coordinate with the City regarding annual administration costs to determine the <br />maximum special tax rates for property in the CFD. <br /> <br />Task A-2. Rate and Method of Apportionment of Special Tax <br /> <br />Based on the special tax structure selected by the working group, GCG will prepare the Rate and <br />Method of Apportionment of Special Tax (RMA), which will serve as the official special tax <br />formula for the CFD. The RMA will provide detail and direction as to how the special tax should <br />be levied in future years to ensure adequate revenues are available for timely payment of costs <br />funded by the CFD. The RMA will be included as an exhibit to the Resolution of Intention to <br />Form the CFD, which will be adopted by the City Council as part of the first set of actions taken <br />towards forming the CFD. <br /> <br />Task A-3. Preparation of CFD Boundary Map <br /> <br />GCG will prepare the official boundary map for the CFD in a format acceptable to the County <br />Recorder’s Office. The map will identify the initial CFD boundaries, as well as the boundaries of <br />the future annexation area. GCG will record the CFD boundary map pursuant to Section 3111 of <br />the Streets and Highway Code. <br /> <br /> Task A-4. Review of Legal Documents <br /> <br />GCG will coordinate with the City’s legal counsel to review and contribute to CFD formation <br />documents, including preparing the CFD Report required pursuant to the Mello-Roos law. <br /> <br />Task A-5. Meeting Attendance <br /> <br />GCG will attend up to three in-person meetings during the CFD formation process, which may <br />include working group meetings and/or City Council meetings. In addition, virtual meetings will <br />be attended as needed. <br />Docusign Envelope ID: 49C175CB-A614-86F5-80E6-AFCCB2C5A8B3Docusign Envelope ID: 1E07F41F-23C6-8634-8056-F8392EDF70BD
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