1 7
1 6
TABLE 1: 2022/2023 CDBG & CDBG-CV Program/Activity
Activity Allocation
Amount
Amount
Spent
LMI
Served
Administration $85,795 $85,795 N/A
Fair Housing Council of Riverside County 22,215 22,212 472 Minor Home Rehabilitation Grant Program (MHRGP) 100,000 30,834 2 Activity Delivery Cost - MHRGP 20,000 1,019 N/A
Assistance League of Temecula Valley:
Operation School Bell 10,335 10,335 84
Boys and Girls Club of Menifee Valley:
Before and After School Scholarship Program 10,335 10,335 106 Habitat for Humanity:
Brush with Kindness Program 10,335 10,335 37
Hospice of the Valley
Senior Hospice Services 10,335 10,335 42
Menifee Valley Community Cupboard:
Emergency Food Distribution 19,000 19,000 1820
Michelle’s Place
Cancer Resource Center 10,334 5,428 29
SAFE Family Justice Center
Services for Abused and Neglected 10,334 10,334 68
Romoland Phase II 231,033 0 N/A
Total $540,051 $215,962 2660
Prior Year Carry-over Activities/Funds
Romoland Phase II 224,987 18,686 N/A
Minor Home Rehabilitation Grant Program (MHRGP) 67,363 67,363 5 Activity Delivery Cost - MHRGP 15,377 15,377 N/A
Total $307,727 $101,426 5
CDBG-CV - Remaining Balances
Boys and Girls Club
Covid Learning Loss and Healthy Habits program 20,000 240 24 Homeless Outreach
Riverside University Health System-Behavioral
Health (RUSH-BH)
103,566 8,258 109
Rental Mortgage Assistance Program 100,123 71,804 9
CV Administration 40,787 6,132 N/A
Total $264,476 $86,434 142
Combined Totals of CDBG & CV $1,112,254 $403,822 2807 NOTE: In the attached CAPER (page 63-64), the Integrated Disbursement and Information System (IDIS) PR26 report states the total expenditure for the current year and prior as $347,880 instead of $317,388. There is an error in the report where it is picking up three activities (each at $10,164) from Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 2
Menifee Mayor and City Council
September 6, 2023
Page
602 of 763
City of Menifee Staff Report
CDBG CAPER PY 2022/2023
September 6, 2023
1 7
1 6
program year 21/22 in the total amount of $30,492. Additionally, there are some errors in the PR3 report, not showing current amounts or accomplishments.
On August 15, 2023, the draft CAPER was presented to the Menifee Citizen Advisory Committee (MCAC) and no comments were received.
CDBG regulations require that the public be given a 15-day period to review the CAPER and provide comments prior to approval by the City Council. A public notice announcing the availability of the CAPER was published in the Press Enterprise on August 22, 2023, and copies of the CAPER were made available for public review at City Hall and on the City’s website. The public review period ran from August 22, 2023, through September 5, 2023. Any written comments or questions are responded to in writing by staff and are included in the CAPER when it is submitted to HUD on September 30, 2023.
Adoption of the attached resolution will authorize the submission of the CAPER for the 2022/2023 Program Year to HUD.
STRATEGIC PLAN OBJECTIVE
Thriving Economy
FISCAL IMPACT
There is no fiscal impact to the General Fund from participating in the CDBG program. Additionally, as allowed per HUD regulations and listed under the “Planning and Administration” section on Page 2, a portion of the annual allocation is used to cover staff time spent on administration activities, including the preparation of the CAPER, related to the City’s CDBG Program.
ATTACHMENTS
1. Resolution
2. CAPER
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 3
Menifee Mayor and City Council
September 6, 2023
Page
603 of 763
1 4
7 2
6 0
RESOLUTION NO. 2 3 -
A RESOLUTION OF THE CITY OF MENIFEE CITY COUNCIL APPROVING THE
COMMUNITY DEVELOPMENT BLOCK GRANT CONSOLIDATED ANNUAL
PERFORMANCE AND EVALUATION REPORT PLAN FY 2022/2023 AS PART OF THE END-OF-THE-YEAR REQUIREMENT PROVIDED TO THE U.S. DEPARTMENT
OF HOUSING AND URBAN DEVELOPMENT UNDER THE ENTITLEMENT
GRANTEE PROGRAM
WHEREAS, the City of Menifee ("City") participates in the Department of Housing and Urban Development's ("HUD") Community Development Block Grant ("CDBG") Program; and
WHEREAS, the City received CDBG funds in the fiscal year 2022/2023; and WHEREAS, HUD requires the City to prepare and submit a Consolidated Annual Performance and Evaluation Report ("CAPER") for the CDBG program within 90 days of the close of the fisc. al year; and
WHEREAS, the City of Menifee, as required by the U.S. Department of Housing and Urban Development (HUD), duly published notice of, and conducted a public hearing to obtain the views of citizens on the Consolidated Annual Performance Evaluation Report (CAPER) for fiscal year 2022/2023; and
WHEREAS, on September 6, 2023, the City Council of the City of Menifee reviewed the draft CAPER and approved the report, including any comments and response to the comments that are accepted at the hearing.
NOW, THEREFORE BE, IT RESOLVED that the City Council of the City of Menifee declare as follows:
Section 1: The Consolidated Annual Performance and Evaluation Report (CAPER) for the fiscal year 2022/2023, a copy of which is on file with the City Clerk of the City of Menifee, is approved.
Section 2: Staff is authorized and directed to submit the 2022/2023 Consolidated Annual Performance and Evaluation (CAPER) to the U.S. Department of Housing and Urban Development (HUD) as required.
Section 3: This Resolution shall take effect upon the date of its adoption.
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 4
Menifee Mayor and City Council
September 6, 2023
Page
604 of 763
2 4
7 2
6 0
PASSED, APPROVED, AND ADOPTED this 6th day of September 2023.
_________________________________
Bill Zimmerman, Mayor
ATTEST:
_________________________________
Sarah Manwaring, City Clerk
Approved as to form:
_________________________________
Jeffrey T. Melching, City Attorney
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 5
Menifee Mayor and City Council
September 6, 2023
Page
605 of 763
City of Menifee
Community Development Block Grant
Program (CDBG)
Consolidated Annual Performance and
Evaluation Report (CAPER)
Program Year 11: 2022/2023
City of Menifee
29844 Haun Road
Menifee, CA 92586
(951) 672-6777
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 6
Menifee Mayor and City Council
September 6, 2023
Page
606 of 763
Table of Contents
CR-05 Goals and Outcomes…………………………………………………..1
CR-10 Racial and Ethnic Composition
of Families Assisted……………………………………………………………7
CR-15 Resources and Investments………………………………………...…8
CR-20 Affordable Housing…………………………………………………..10
CR-25 Homeless and Other
Special Needs….………………...……………………………………………1 3
CR-30 Public Housing……………………………………………………….16
CR-35 Other Actions………………………………………………………....17
CR-40 Monitoring……………………………………………………….……22
CR-45 CDBG 91.520(c)……………………………………………………….23
Attachments
IDIS Reports
• PR3 – CDBG Activity Summary Report
• PR26 – CDBG Financial Summary Report
For additional questions please contact: Edna I. Lebrón, Sr. Management Analyst, City of Menifee Email: [email protected] Phone: (951)723-3713.
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 7
Menifee Mayor and City Council
September 6, 2023
Page
607 of 763
CAPER 1
CR-05 - Goals and Outcomes
Progress the jurisdiction has made in carrying out its strategic plan and its action plan.
91.520(a)
This could be an overview that includes major initiatives and highlights that were proposed and executed throughout the program year.
This document represents the City of Menifee’s 2022/2023 Consolidated Annual Performance Evaluation Report (CAPER) related to the City’s Community Development Block Grant Program (CDBG). Pursuant to the federal regulations applicable to the CDBG Program, the CAPER is prepared annually to evaluate the City’s overall progress and performance in meeting the priority activities identified within its’ Consolidated Plan and Annual Action Plan.
The CAPER provides the Department of Housing and Urban Development (HUD), the public, and the City an opportunity to review its accomplishments over the most recent program year.
Since 2010, the City of Menifee has continued to experience significant growth year by year, with a population of 110,034 as of May 20 23 (per California Department of Finance most current statistics), representing an increase of 2.4% more than last year.
Program Year 2022/2023 for the period of July 1, 2022, to June 30, 2023, represents the City’s first year of the period addressed within the Consolidated Plan: 2022-2027. Comprehensively, in addition to the specific objectives and goals identified within the Consolidated Plan, duri ng the 2022/2023 Program Year, the City concentrated its efforts on addressing the specific goals/objectives of the 2022/2023 Annual Action Plan.
A total of Two Thousand Eight Hundred and Seven (2,807) Low-and Moderate-Income persons were served through various projects/activities during the 2022/2023 Program Year period (this includes prior year programs/projects completed in the 2022/2023 timeframe). Including:
▪ Senior Services: A total of Eighty- Six (86) LMI seniors o Seven (7) households for the Minor Home Rehabilitation Grant Program specifically targeting seniors 62+ and/or disabled persons o Thirty-Seven (37) senior and/or disabled homeowners a ssisted by Habitat for Humanity
o Forty-two (42) seniors 62+ were provided with comprehensive hospice services ▪ Youth Services: One Hundred and ninety (190) LMI youth o Eighty-Four (84) youths received school clothing from the Assistance League of Temecula Valley
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 8
Menifee Mayor and City Council
September 6, 2023
Page
608 of 763
CAPER 2
o One Hundred and Six (106) youths received before and after school programs from the Boys & Girls Club of Menifee Valley
▪ Emergency Food Distribution Services: One Thousand Eight-Hundred and Twenty (1820) LMI persons were assisted with food baskets
▪ Domestic Violence Services: Sixty-Eight (68) LMI persons were assisted within the City of Menifee
▪ Twenty-Nine (29) LMI persons within the City of Menifee were assisted with Cancer Resources
▪ Fair Housing Services and/or Tenant Services were provided to Four Hundred and Seventy-Two (472) persons within the City of Menifee
Comparison of the proposed versus actual outcomes for each outcome measure submitted with the consolidated plan and explain, if applicable, why progress was not made toward meeting goals and objectives. 91.520(g)
Categories, priority levels, funding sources and amounts, outcomes/objectives, goal outcome indicators, units of measure, targets, actual outcomes/outputs, and percentage completed for each of the grantee’s program year goals.
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 9
Menifee Mayor and City Council
September 6, 2023
Page
609 of 763
CAPER 3
Table 1 - Accomplishments – Strategic Plan & Program Year to Date Goal Category 2022/2023
Amount Indicator Unit of
Measure
5-Year Strategic Plan 2022/2023 Program Year 1
Expected Actual Percent
Complete Expected Actual Percent
Complete
Affordable
Housing
Preservation
Affordable
Housing
CDBG:
$100,000
Homeowner
Housing
Rehabilitated
Households 50 7 14% 10 7 70%
Fair Housing
Services
Affordable
Housing
CDBG:
$22,215 Other Households 2500 472 19% 500 472 94%
Homelessness
Prevention
Services
Homeless CDBG:
$19,000
Public service
activities other
than
Low/Moderate
Income
Housing
Benefit
Persons
Assisted 7000
1820
26% 1400 1820 130%
Infrastructure
and Public
Facilities
Improvements
Non-Housing
Community
Development
CDBG:
$231,033
Public Facility
or
Infrastructure
Activities
other than
Low/Moderate
Income
Housing
Benefit
Persons
Assisted 6200 0 0% 1240 0 0%
Services for
Low- and
Moderate-
Income
resident
Public Services CDBG:
$62,008
Public service
activities other
than
Low/Moderate
Income
Housing
Benefit
Persons
Assisted 3280
366
11% 658 366 56%
Program
Administration Administration
CDBG:
$85,795
Other Other - - - - - -
Activity Deliver
Cost for
Affordable
Housing
Prevention
Program
Administration CDBG:
$20,000 Other Other - - - - - -
Assess how the jurisdiction’s use of funds, particularly CDBG, addresses the priorities and specific objectives identified in the plan, giving special attention to the highest priority Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 10
Menifee Mayor and City Council
September 6, 2023
Page
610 of 763
CAPER 4
activities identified.
During Program Year 2022/2023 the City of Menifee focused on addressing the following four (4) objectives:
1. Administration (Program implementation and planning activities, including fair housing services)
2. Owner Housing Rehabilitation Objectives
3. Public Facilities Objectives
4. Public Services Objectives
Program Year 2022/2023 is the City’s eleventh year participating as an entitlement community within the CDBG Program. During the 2022/2023 year, the City has been able to make significant progress in accomplishing various goals.
The City of Menifee’s primary objective is to use its CDBG funds to provide Low-and Moderate- Income persons with a decent and suitable living environment, including economic opportunities.
Under the four objectives listed above, during 2022/2023 the City was able to accomplish the following:
1. Administration: Delivery/implementation of CDBG-funded services/projects.
a. Fair Housing Services by contract with Fair Housing Council of Riverside County.
Four hundred seventy-two (472) persons received fair housing services during the 2022/2023 program year. (Funded: $22,215 Expended: $22,212);
2. Owner Housing Objectives: During 2022/2023, a total of seven (7) Low-and Moderate- Income households of senior (62+) and/or permanently disabled owner -occupants residing within the City of Menifee received direct assistance through the Minor Home Rehabilitation Grant Program. Assistance was provided for repairs such as water heater replacements, re-roofs, and ADA accessibility improvements. By means of the Minor Home Rehabilitation Grant Program, the City is able to further the objectives of preserving affordable housing stock in good condition, and providing Low-and Moderate -Income seniors and/or permanently disabled persons with a decent, suitable, and more accessible living environment. (Funded: $100,000 Expended: prior year & current funds $98,197);
3. Public Services: Funding of public services for the 2022/2023 program year was reflected as one of the highest priority needs based on the Community Needs Assessment completed in 2022. As a City with a large senior and young family population, senior and youth services were identified as priorities. The various programs/activities included in Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 11
Menifee Mayor and City Council
September 6, 2023
Page
611 of 763
CAPER 5
the 2022/2023 program are reflective of this and include:
Youth Services:
a. Boys an d Girls Club of Menifee Valley: Before and After School Programs (Scholarships), which provided scholarships for low-and moderate-income youth residing within the City of Menifee to participate in the various Before and After School recreation programs offered by the local chapter of the Boys and Girls Club. (Funded; $10,335 Expended: $10,335)
b. Assistance League of Temecula Valley: Operation School Bell Program, which provided school-appropriate clothing for low-and moderate -income youth residing within the City of Menifee for the beginning of the school year. (Funded:
$10,335 Expended: $10,335)
Senior Services:
a. Habitat for Humanity Inland Valley: A Brush with Kindness Program, which provided repairs and maintenance within the City of Menifee . (Funded: $10,335 Expended: $10,335)
b. Hospice of the Valleys: Senior Assistance Program, which provided comprehensive hospice services for senior residents residing within the City of Menifee (Funded $10,335, Expended: $10,335)
Other Categories:
a. Menifee Valley Community Cupboard: Emergency Food Distribution Program (Homelessness Prevention Services) which provides emergency food for Low-and Moderate-Income persons and families residing within the City of Menifee . (Funded: $19,000 Expended: $19,000)
b. SAFE Alternatives for Everyone: Provided services to children, youth, and families that were at risk or who ha d experienced abuse and violence . Funded: $10,334 Expended: $10,334)
c. Michelle’s Place – Cancer Resource Center : Provided resources and support to women and their families dealing with breast cancer. Funded: $10,334 Expended:
$5,428)
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 12
Menifee Mayor and City Council
September 6, 2023
Page
612 of 763
CAPER 6
CARES Act CDBG-CV Funding Summary
On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (CARES), Public Law 116-136 was signed by the President of the United States. This made available $5 billion in Community Development Block Grant Coronavirus (CDBG -CV) funds, to respond to the growing effects of the historic COVID-19 public health crisis. The Department of Housing and Urban
Development (HUD) informed City of Menifee that CARES Act funding would be allocated to the City based on the existing entitlement formulas for the CDBG program.
CDBG-CV funding was allocated to jurisdictions in three phases. HUD allocated the first and third phases of CDBG-CV funds to the City in the amount of $307, 232 and $404,459, separately. The second phase was allocated to States and insula r areas. During the 2020 program year, the City allocated the CDBG-CV funds to public services projects. Each project was selected to assist in carrying out the City’s C DBG priority need for COVID-19 - Prepare, Prevent , and Respond to Coronavirus.
▪ CDBG-CV Activity Summaries FY2022/2023:
▪ Rental Mortgage Assistance Services: Nine (9 ) LMI residents of Menifee were provided with rental or mortgage assistance
▪ Homeless Outreach Services: One Hundred and Nine (109) LMI persons were assisted with housing, mental health, and substance abuse services
▪ Boys & Girls Club: T wenty-Four (24) LMI youth of Menifee were provided with service through its Covid Learning Loss and Healthy Habits programs.
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 13
Menifee Mayor and City Council
September 6, 2023
Page
613 of 763
CAPER 7
CR-10 - Racial and Ethnic composition of families assisted Describe the families assisted (including the racial and ethnic status of families assisted).
91.520(a)
CDBG
White 2191
Black or African American 275
Asian 37
American Indian or American Native 27
Native Hawaiian or Other Pacific Islander 19
Total 2549
Hispanic 1325
Not Hispanic 1482
Table 2 – Table of assistance to racial and ethnic populations by source of funds Narrative
The above table utilized data automatically populated through the EconPlanning Suite system for CDBG PY2022/2023; however, it did not accurately reflect all the required racial and ethnicity IDIS categories as required in IDIS reporting. The total should be 2,807 which includes the numbers in the table above as well as the following: American Indian/Alaskan Native & White (9), Asian White ( 13), Black/Africa American & White ( 22), American Indian/Alaskan Native & Black/African American (18), Other Multi-Racial (196).
Goal Category Starting
Balance
22/23
Expenditures
Unit of
Measure
Expected
(Cumulative)
Actual
(Cumulative)
Percent
Complete
COVID-19
Prepare, Prevent
and Respond
Rental/Mortgage $100,123 $71,804 Househol
d Assisted 28 31 111%
COVID-19
Prepare, Prevent
and Respond
Food Activity 0 0 Persons
Assisted 350 320 91%
COVID-19
Prepare, Prevent
and Respond
Homeless
Outreach $103,566 $8,258 Persons
Assisted 30 109 363%
COVID-19
Prepare, Prevent
and Respond
Computer Lab 0 0 Persons
Assisted 15 20 133%
COVID-19
Prepare, Prevent
and Respond
Boys & Girls Club $20,000 $240 Persons
Assisted 15 24 160%
COVID-19
Prepare, Prevent
and Respond
Planning and
Administration $40,787 $6,132 - - - -
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 14
Menifee Mayor and City Council
September 6, 2023
Page
614 of 763
CAPER 8
CR-15 - Resources and Investments 91.520(a)
Identify the resources made available
Source of Funds Source Resources Made
Available
Amount Expended
During Program Year
CDBG Federal $847,778
CDBG-CV Federal $264,476 $ 86,434
Table 3 - Resources Made Available
Narrative
During the fiscal year, the City of Meni fee had a total of $ 1,112,254 in Federal CDBG funding available to fund eligible Housing and Community Development activities in low -and moderate- income areas and to fund local agencies that provide services that assist low - and moderate- income residents throughout the City. The funding consisted of $ 540,051 in new entitlement funding through CDBG, $307,727 of prior-year funding, and $264,476 in CDBG-CV funds.
Identify the geographic distribution and location of investments Target Area Planned Percentage of
Allocation
Actual Percentage of
Allocation
Narrative Description
CDBG Target Areas 42% 0 New entitlement funds
only Citywide 58% 58%
Table 4 – Identify the geographic distribution and location of investments Narrative
Funds expended during 2022/2023 were mainly used connected to Low-and Moderate-Income Clientele (LMC) activities serving Low -and Moderat e-Income persons residing within and throughout the City of Menifee.
$317,388
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 15
Menifee Mayor and City Council
September 6, 2023
Page
615 of 763
CAPER 9
Leveraging
Explain how federal funds leveraged additional resources (private, state and local funds), including a description of how matching requirements were satisfied, as well as how any publicly owned land or property locat ed within the jurisdiction that were used to address the needs identified in the plan.
The CDBG Program does not require matching funds. Whenever possible, the City will continue to seek other funding opportunities (public and private) to help address the needs of its community and will evaluate potential leverage opportunities to maximize addressing needs in future program years.
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 16
Menifee Mayor and City Council
September 6, 2023
Page
616 of 763
CAPER 10
CR-20 - Affordable Housing 91.520(b)
Evaluation of the jurisdiction's progress in providing affordable housing, including the number and types of families served, the number of extremely low -income, low-income, moderate- income, and middle-income persons served.
One-Year Goal Actual
Number of Homeless households to be
provided affordable housing units 0 0
Number of Non-Homeless households to be
provided affordable housing units 0 0
Number of Special-Needs households to be
provided affordable housing units 0 0
Total 0 0
Table 5 – Number of Households
One-Year Goal Actual
Number of households supported through
Rental Assistance 0 0
Number of households supported through
The Production of New Units 0 0
Number of households supported through
Rehab of Existing Units 7 7
Number of households supported through
Acquisition of Existing Units 0 0
Total 7 7
Table 6 – Number of Households Supported
Discuss the difference between goals and outcomes and problems encountered in meeting these goals.
During Program Year 2022/2023, the City was able to complete rehabilitation on seven (7) projects under its Minor Home Rehabilitation Grant Program (MHRGP) , and thirty-seven (37) through the Habitat for Humanity – Brush with Kindness Program.
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 17
Menifee Mayor and City Council
September 6, 2023
Page
617 of 763
CAPER 11
The MHRGP program provides assistance to income-eligible owner-occupant seniors (62+) or permanently disabled persons. Additionally, there are three (3) other projects underway and fifteen (15) new applications that were mailed out to seniors for the MHRGP mid-August 2023.
Improvements completed under the program included, but are not limited to, replacements of the water heater(s), re -roofs, ADA grab bar additions, ramps/entrance accessibility improvements, ADA accessible toilet replacements, sub -flooring replacements, non -operating HVAC replacements, etc.
With respect to the Brush with Kindness program, Habitat for Humanity provides repairs and maintenance to low-to-moderate-income residents. Residents served under the Brush with Kindness Program are seni or citizens, veterans, unemployed, working families, and those with physical disabilities.
Examples of types of minor housing projects are those that reduce blight and resolve small repairs and maintenance issues such as landscaping, exterior painting, fascia, and fence repairs.
Discuss how these outcomes will impact future annual action plans.
The program has been very well received by the senior community and serves as one of the primary housing assistance programs for income-eligible senior residents. The City has worked in the last year to improve efficiencies in the delivery of the program and re-focused on completing the projects in a timely manner. Currently, there is a waiting list of fifty-four (54) seniors and or permanently disabled persons awaiting help from the MHRGP. Future Consolidated Plans will evaluate the size of the program comprehensively and the feasibility of what can feasibly be completed within a year’s timeframe and make any necessary adjustments if needed.
Include the number of extremely low -income, low -income, and moderate -income persons served by each activity where information on income by family size is required to determine the eligibility of the activity.
Number of Households Served CDBG Actual HOME Actual
Extremely Low-income 13 0
Low-income 23 0
Moderate-income 8 0
Total 44 0
Table 7 – Number of Households Served
Narrative Information
Collectively, the City’s MHRGP and Habitat for Humanity, provide home repairs and or maintenance to thirteen (13) extremely low -income, twenty-three (23) low-income residents, and eight (8) moderate-income residents in an effort to keep housing affordable and improve living conditions.
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 18
Menifee Mayor and City Council
September 6, 2023
Page
618 of 763
CAPER 12
Housing Needs
With respect to affordable housing, the 2022-2027 Consolidated Plan identified property maintenance warrantable for addressing housing needs in Menifee. As such to address the Minor Home Rehabilitation Grant Program (MHRGP) was included in the 2022/2023 Annual Action Plan projects/activities. The outcome goal for the program is to assist approximately ten (10) LMI household units. Through the Minor Home Rehabi litation Grant Program, the City’s objective is to foster and maintain existing affordable housing stock. “WORST-CASE NEEDS”: Worst-case housing needs are defined as low-income renter households who pay more than half their income for rent, live in seriously substandard housing, or have been involuntarily displaced. The City of Menifee served the worst -case needs in FY 2022/2023 by providing the following:
More than 50% of rent: The Housing Choice Voucher rental assistance Program provided housing payment assistance to those qualifying households who paid more than 50% of their income for housing. CDBG and ESG funds were utilized through various agencies to aid with food and other support services.
Substandard Housing: The Housing Choice Voucher rental assistance program and various residential rehabilitation programs (stated above) ensured that substandard housing met HQS Standards, Stat e Standards , and/or local rehabilitation standards for decent housing.
Additionally, the City participates in the County’s mortgage certificate program.
Involuntarily Displaced: During the reporting period, there was no voluntary or involuntary displacement through the City’s Federal Entitlement Programs.
The City has also identified homelessness as a worst -case need and allocated CDBG funds for Homeless Outreach Prevention Program.
Persons with Disabilities: The City has focused its capital improvement projects on removing barriers to those with disabilities. In the last few years and currently, the City has retrofitted, upgraded, and brought neighborhoods (eligible tract areas) into compliance by adding ADA pedestrian ramps.
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 19
Menifee Mayor and City Council
September 6, 2023
Page
619 of 763
CAPER 13
CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) Evaluate the jurisdiction’s progress in meeting its specific objectives for reducing and ending homelessness through:
Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
According to R i v e r s i d e County 2023 Point-In-Time Homeless Count Report ( May 2023), an estimated 2,441 unsheltered homeless people and 1,284 sheltered homeless people, for a total o f 3,725 homeless people, live in Riverside County. The survey documented about 25 homeless people living in Menifee.
While the City does not currently have a high homeless population, the Strategic Plan developed as part of the 2022-2027 Consolidated Plan, specifically identified the Elimination of Homelessness as one of its goals. To achieve this goal, the City is a member of the Continuum of Care and will continue to participate in the County of Riverside’s Plan to end homelessness as a county-wide effort. The County’s plan includes:
• Homeless Prevention
• Discharge Planning
• Street Outreach
• Shelter Beds
• Transitional Housing
• Permanent Supportive Housing
• Permanent Affordable Housing
• Homeless Management Information System
• Mainstream Resources
• Housing Trust Fund
• Inclusionary Housing Practices
The City has and will continue to support all County efforts as well as collaboration with other jurisdictions and CDBG recipients, in addressing existing homelessness, as well as actions to help homeless persons transition to permanent housing and independent living.
The County of Riverside Department of Public Social Services (DPSS) and Continuum of Care (CoC) continue to focus on expanding the services available to the homeless, including providing additional beds, units, and services. Menifee residents are able to serve through programs such as the Riverside County Emergency Food and Shelter Program.
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 20
Menifee Mayor and City Council
September 6, 2023
Page
620 of 763
CAPER 14
Addressing the emergency shelter and transitional housing needs of homeless persons In completion of its 2023 Homeless Point-In-Time Count, the Riverside CoC reported 1,277 emergency shelter beds and 292 transitional housing beds in Riverside County. Transitional Housing (TH) covers the cost of housing while providing case management and support services; providing a period of stability to enable homeless households to transition successfully to and maintain permanent housing within 24 months of program entry. To achieve its goal of ending homelessness, the CoC encourages communities to transform transitional housing programs into permanent supportive housing or rapid rehousing. The CoC partners with the Riverside County EDA, which administers ESG funding, to integrate CoC and ESG funding and increase the number of families with children who are assisted through rapid rehousing. In addition, non-McKinney-Vento funding sources, such as the Emergency Food and Shelter Program (EFSP), funded under FEMA, will be matched as a source for rental/mortgage assistance for families that are homeless or at risk of homelessness in the county's strategy to meet this goal.
Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: likely to become homeless after being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); and, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs The CoC has adopted and implemented a Housing First and Rapid Rehousing CoC-wide approach to reduce the length of time homeless (LOTH) and has recently increased the number of public/private partners to help implement these approaches. In addition, the CoC is revising the intake process to ensure homeless households are given the appropriate intervention at the time they are admitted into the program to reduce their stay; adjusted CoC and ESG case management procedures to move away from the housing-ready approach to a home-based case management approach; improved HMIS data collection through training; and generate a monthly report for outcome measurement.
Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again
The County of Riverside CoC discharge policy is mandated by the State. The Discharge Planning Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 21
Menifee Mayor and City Council
September 6, 2023
Page
621 of 763
CAPER 15
Committee of the CoC is responsible for implementing policies and protocols, and coordinating with various organizations, to ensure that persons being discharged from a publicly funded institution or system of care are not discharged immediately into homelessness. The goals are to identify discharge housing needs inclusive of housing and supportive services and to link the individual with community resources that include mental health services, substance abuse support, and housing. The Hospital Association of Southern California Inland Area serves as the lead agency on the Discharge Planning Committee to facilitate communication regarding the discharge planning needs of homeless persons from acute care hospitals. The County of Riverside Department of Mental Health collaborates w ith the Department of Public Social Services and the CoC in the coordination and implementation of discharge planning for homeless individuals disabled by serious mental health and/or substance abuse disorders.
Foster Care and Extended Foster Care programs help transition dependent youth who are emancipating from foster care to independent living. The Department of Public Social Services, the City of Menifee Police Department, and the Probation Departments support the CoC's mission of working towards reintegrating persons leaving correctional facilities to community- based living and self-sufficiency.
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 22
Menifee Mayor and City Council
September 6, 2023
Page
622 of 763
CAPER 16
CR-30 - Public Housing 91.220(h); 91.320(j)
Actions taken to address the needs of public housing
The City of Menifee does not have a Housing Aut hority. Any publicly subsidized housing within the City is provided and managed by the Housing Authority of Riverside County and the Riverside County Economic Development. The City will continue to support its efforts.
Currently, the City has three (3) publicly assisted multiple -family projects that offer 226 deed- restricted units affordable to lower-income households. The Vineyards project offers 81 units affordable to lower-income seniors. The Avila apartment has 178 u nits, of which 36 units are affordable to lower-income family households. The 118 -unit Halter Hillside I and II project provides 110 affordable units to seniors.
Additionally, the County of Riverside’s Housing Choice Voucher (Section 8) program provides rental assistance to very low-income families to help them afford decent and safe rental housing in Menifee. This program is currently administered by the Riverside County Housing Authority.
The Housing Authority accepts applications for rental assistance, selects the applicant for admission, and issues the applicant a rental voucher. The family must then find and lease a unit suitable to the family's needs and desires in the private rental market. The Housing Authority pays the owner a portion of the rent t hat generally covers the difference between what the tenant can afford (30% of income) and the locally determined fair market rent and payment standard. Because of the limited number of vouchers, there is a waiting list for vouchers.
Actions taken to encourage public housing residents to become more involved in management and participate in homeownership
While the City of Menifee does not have a Housing Authority, it actively encourages participation through the various housing programs administered by the Housing Authority of Riverside County and the Riverside County Economic Development. The City will continue to support its efforts.
Actions taken to provide assistance to troubled PHAs
The Housing Authority of the County of Riverside (HACR) is not a trou bled agency and has been HUD rated as either a "High Performer" or a "Standard Performer" in the past few years.
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 23
Menifee Mayor and City Council
September 6, 2023
Page
623 of 763
CAPER 17
CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j)
Actions taken to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment. 91.220 (j); 91.320 (i) As a main component of the City’s General Plan, the Housing Element (2021 -2029) of the Plan specifically reviews, assesses, and identifies the jurisdictions’ housing stock, any existing barriers/constraints to affordable housing, and actions, plans to miti gate the identified barriers/constraints.
As of December 18, 2013, the City of Menifee’s first General Plan was fo rmally adopted by City Council. The 6th Cycle Housing Element was adopted on November 16, 2022, and on April 5, 2023, the California Department of Housing and Community Development (HCD) found the City’s 6 th Cycle, 2021-2029 Housing Element in compliance with State Housing Element Law (Article 10.6 of the Gov. Code). The Housing Element incorporates the City’s strategy to eliminate barriers to affordable housing.
The City’s Housing Element includes an analysis of potential and actual market, governmental, and environmental constraints to the production, maintenance, and improvement of housing for persons of all income levels, including persons with disabilities. The adopted Housing Element identifies the following main categories of barriers/constraints in its analysis:
• Market Constraints – development costs, accessibility to financing, fees , and assessments
• Land Use Controls – Conformity with General Plan Land Use • Development Regulations – Development standards, parking standards, building codes and enforcement, subdivision requirements, energy conservation, • Permitting Processes – Plot Plan process, design review process, housing for people with disabilities
In 2015, the City began implementation of the strategies to mitigate the identified constraints/barriers. While some of the identified factors, such as market constraints are not within the direct control of the City, by including and identifying them in its analysis, the City has a comprehensive perspective and approach to proactively working on increasing accessibility to affordable housing.
Actions taken to address obstacles to meeting underserved needs. 91.220(k); 91.320(j) Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 24
Menifee Mayor and City Council
September 6, 2023
Page
624 of 763
CAPER 18
The City of Menifee works closely with the County of Riverside to address obstacles related to meeting underserved needs. The County directs services, education, referrals, and public health assistance to Menifee residents through its HIV/AIDS programs, Lead Hazard Control Program, Elderly Services/Office of Aging, Homeless Programs Unit, Substance Abuse Programs, Mental Health Programs, and Anti -Poverty Programs. The City will continue to work closely with the County of Riverside.
Additionally, comprehensively through the public facilities/infrastructure projects and public services program/activities the City seeks to provide direct service and improvements to the underserved populations within Menifee.
Actions taken to reduce lead-based paint hazards. 91.220(k); 91.320(j) While the City does not currently have a stand-alone lead prevention program, lead-based paint hazard awareness, identification, testing, and if needed, mitigation, are incorporated as part of the Minor Home Rehabilitation Grant Program. Additionally, the City will continue to participate in all lead-based paint hazard prevention programs such as the Childhood Lead Poisoning Prevention Program administered by the County of Riverside.
Actions taken to reduce the number of poverty-level families. 91.220(k); 91.320(j) The City of Menifee continue s its efforts to reduce the number of families and individuals living in poverty. The City focuses primarily on supporting programs that raise household incomes and stabilize housing situations. The City utilize s CDBG to support the continuation and implementation of affordable housing that help homeless persons make the transition to permanent housing and independent living.
Menifee used resources from state, federal , and private sources to provide a number of community-based and direct services aimed directly or indirectly at decreasing the poverty level.
These programs include job enrichment, develop ment, and placement through education and economic development; food pantry programs, and programs designed to prevent and alleviate the devastating impact of domestic violence, which often plunge women a nd their children into poverty.
Actions taken to develop institutional structure. 91.220(k); 91.320(j) Program Year 2022/2023 is the eleventh year the City of Menifee participated in the CDBG Program as an entitlement community. As such, the Consolidated Plan 2022-2027 and 2022/2023 Annual Action Plan were intentionally structured with a simple framework. To enhance, organize good coordination and overcome gaps in institutional structure, the City Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 25
Menifee Mayor and City Council
September 6, 2023
Page
625 of 763
CAPER 19
established formal agreements with all participating sub-recipients and a n internal memorandum of understanding (MOU) specifying the different roles of the sub- recipients/departments.
During the development and preparation for the 2022/2023 Annual Action Plan, various inter- departmental meetings were held to help identify shovel-ready projects/activities that align with the goals and objectives of the 2022-2027 Consolidated Plan.
Within the City of Menifee, the roles of the various departments with respect to the implementation of the 2022/2023 Annual Action Plan are summarized as follows:
Community Development Department: The Community Development Department ( Planning Division), will ensure CDBG compliance with City land use policies and permits, as appropriate and necessary. Additionally, the Community Development Department also coordinates t h e preparation of the Consolidated Plan, Annual Action Plan, and the Consolidated Annual Performance Evaluation Report (CAPER). The Department administers the CDBG housing programs, ensures satisfactory product and service delivery by all public service grantees, and is responsible for meeting all HUD CDBG program regulations.
City Manager’s Office: The City Manager’s Office is responsible for the day- to-day operations of the City, including financial commitments and program staffing. The Office ensures that City services, including CDBG, are performed to the highest standard in accordance with Council goals and policies.
Public Works Department: The Public Works Department is responsible for maintaining and operating all City-owned facilities including publicly maintained streets, parks, streetl i g h t s , some drainage facilities, and traffic signals. The Department is actively involved in the selection, implementation, and monitoring of CDBG infrastructure and public facilities projects.
Economic Development Department: The Economic Development Department participates in CDBG programs and projects that encourage investment in the community, create jobs, and provide opportunities for residents and businesses.
Community Services Department: The Community Services Department oversees the operation and maintenance of existing parks and recreation facilities, including the Kay Ceniceros Senior Center. Additionally, Community Services ran a Senior Meal Distribution Program due to COVID-19.
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 26
Menifee Mayor and City Council
September 6, 2023
Page
626 of 763
CAPER 20
Additionally, private (non-profit) organizations played an integral role in the implementation of the 2022/2023 Program Year. The following organizations participated as public services subrecipients:
❖ Assistance League of Temecula Valley
❖ Boys and Girls Club of Menifee Valley
❖ Habitat for Humanity
❖ Hospice of the Valleys
❖ Menifee SAFE & Healthy Families
❖ Menifee Valley Community Cupboard
❖ Michelle’s Place Cancer Resource Center
The City will continue to work with the County of Riverside and local private service providers to ensure that residents of the City receive the best possible care. The City is a member of the Riverside County Continuum of Care, Western Riverside Council of Governments (WRCOG), and Southern California Association of Governments (SCAG), and works with the Menifee Valley Community Cupboard, and other service organizations to identify and address the needs and concerns of City residents.
In 2014, the City formed the Menifee Citizens Advisory Committee (MCAC) which has historically played an integral role in the CDBG Consolidated Plan and Annual Action Plan, particularly with respect to the review of the public services applications and , was expanded to meet more frequently to review/provide feedback on the full Annual Action Plan and annual CAPER prepared.
On August 15, 2023, the CAPER for PY2022 was presented to MCAC.
Actions taken to enhance coordination between public and private housing and social service agencies. 91.220(k); 91.320(j)
The City will continue to enhance coordination between public and private housing and social service agencies through collaboration with various local nonprofit organizations, the Housing Authority of the County of Ri verside, the County of Riverside Economic Development Agency , and other agencies that partner with the City to revitalize low-income communities utilizing CDBG, and mortgage credit certificates.
Identify actions taken to overcome the effects of any impediments identified in the jurisdictions analysis of impediments to fair housing choice. 91.520(a)
Consolidated Plan regulations require CDBG recipients to (1) examine and attempt to alleviate Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 27
Menifee Mayor and City Council
September 6, 2023
Page
627 of 763
CAPER 21
housing discrimination within their jurisdiction; (2) prom ote fair housing choice for all persons; (3) provide opportunities for all persons to reside in any given housing development, regardless of race, color, religion, sex, disability, familial status, or national origin; (4) promote housing that is accessible to and usable by persons with disabilities; (5) and comply with the non - discrimination requirements of the Fair Housing Act. The Analysis of Impediments (AI) to Fair Housing Choice is the primary document utilized for this purpose.
The AI summarizes regi onal and local fair housing impediments and an action plan to address impediments. The City funded Fair Housing Council of Riverside County (FHCRC) which provides fair housing services to City residents, including low - and moderate-income and special-needs populations. Services provided by FHCRC include anti-discrimination, outreach, education, mediation services, credit counseling, foreclosure prevention, and 1 st Time Homebuyer classes.
A total of 472 households were assisted during the reporting period.
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 28
Menifee Mayor and City Council
September 6, 2023
Page
628 of 763
CAPER 22
CR-40 - Monitoring 91.220 and 91.230
Describe the standards and procedures used to monitor activities carried out in furtherance of the plan and used to ensure long -term compliance with requirements of the programs involved, including minority business outreach and the comprehensive planning requirements The City of Menifee utilized multi-leveled monitoring to ensure all program projects/programs are completed under the CDBG Program regulations and guidelines.
Projects/Programs completed by sub-recipients and/or other City Departments included the following monitoring steps:
1. Subrecipients Agreement/MOU Executed
2. Copy of CDBG Program Policies and Procedures Provided and Discussed
3. Project/Program Kick-Off Meeting
4. Quarterly Reporting Requirements
5. Desktop Program/Project Review/Audit
6. On-Site Visits
7. Final/Close-Out Reporting Requirements
Fiscal monitoring is performed throughout the program year, from specific program budgets and performance measures delineated within the Subrecipients Agreement/MOUs executed to a thorough review of reimbursement requests received.
As part of the CDBG comprehensive Program Management, the City of Menifee conducted annual on-site programmatic and internal control visits of all the public services sub-recipients.
Additionally, sub-recipients are required to provide quarterly progress reports throughout the Program Year. As a condition of funding, the City Menifee requires each CDBG-funded project to measure performance in terms of productivity and program impact. Sub-recipients measured and reported productivity goals through quarterly reports.
The on-site visits provide an opportunity to review and evaluate project operations, administrative and financial controls. Following the on-site visits, all sub-recipients are provided with detailed follow-up letters discussing the results of the on-site visit, comprehensive desktop analysis, and where appropriate, recommended actions. Site visits provide a hands-on opportunity to review compliance with the executed agreement, proper financial management systems are in place, and project files are kept up to date.
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 29
Menifee Mayor and City Council
September 6, 2023
Page
629 of 763
CAPER 23
Citizen Participation Plan 91.105(d); 91.115(d)
Describe the efforts to provide citizens with reasonable notice and an opportunity to comment on performance reports.
Pursuant to the requirements of the City’s Consolidated Plan/Citizen Participation Plan, during the annual preparation of the CAPER, the CAPER will be made available for public review/comment for a 15-day period, followed by a Public Hearing held on September 6, 2023, where it will be presented to City Council for adoption along with any public comments received.
A notice regarding the 15-day comment period and Public Hearing was published in the local newspaper, The Press Enterprise, in English and Spanish on August 22, 2023, as well as noticed on the City’s website. Copies of the draft CAPER were made available for review at City Hall (29844 Haun Rd, Menifee, CA 92586) or via email/mail upon request. (Comments will be inserted if any)
CR-45 - CDBG 91.520(c)
Specify the nature of, and reasons for, any changes in the jurisdiction’s program objectives and indications of how the jurisdiction would change its programs as a result of its experiences.
There were no changes in the jurisdiction’s program objectives during the 2022/2023 program year.
Does this Jurisdiction have any open Brownfields Economic Development Initiative (BEDI ) grants?
No
[BEDI grantees] Describe accomplishments and program outcomes during the last year.
N/A
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 30
Menifee Mayor and City Council
September 6, 2023
Page
630 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
3 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 3 of 47
130 - CV AdministrationIDIS Activity:
Project: 0008 - CV Administration
PGM Year: 2020
Description:
General Program Administration (21A)Matrix Code:
Objective:
Outcome:
Open
,
National Objective:
Status:
Location:
CV Administration
06/11/2021Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: Yes Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2020 B20MW060604 $71,446.00 $2,512.40 $36,791.42
$71,446.00 $2,512.40 $36,791.42
Proposed Accomplishments
Number assisted:
Actual Accomplishments
Person
Hispanic
0 White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
0 0
Renter
Total Hispanic
0 0
Total
Total Hispanic Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 0
Female-headed Households: 0
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 31
Menifee Mayor and City Council
September 6, 2023
Page
631 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
4 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 4 of 47
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 Renter
0 Total
0 0
0 0
0 Person
0 Annual Accomplishments
No data returned for this view. This might be because the applied filter excludes all data.
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 32
Menifee Mayor and City Council
September 6, 2023
Page
632 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
5 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 5 of 47
132 - CV Homeless OutreachIDIS Activity:
Project: 0010 - CV Homeless Outreach
PGM Year: 2020
Description:
Other Public Services Not Listed in
05A-05Y, 03T (05Z)
Matrix Code:
Availability/accessibility
Create suitable living environmentsObjective:
Outcome:
Open
29844 Haun Rd Menifee, CA 92586-6539
National Objective: LMC
Status:
Location:
Support a continuum of services in Riverside County to prevent and eliminate homelessness including, but not limited to, homelessness prevention programs, emergency shelter programs and transitional housing.
Provide low- and moderate- income families and individuals with appropriate activities to prevent, prepare for, and respond to coronavirus. 06/11/2021Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: Yes Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2020 B20MW060604 $172,209.00 $8,258.00 $76,902.44
$172,209.00 $8,258.00 $76,902.44
Proposed Accomplishments
People (General) : 24
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
29White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total Hispanic Total
133
13 1
0 1
0 0
0 0
77 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 33
Menifee Mayor and City Council
September 6, 2023
Page
633 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
6 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 6 of 47
29Total: 0 0 0 0 0 0 225
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
216
0 0
0 216
100.0%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2021
2022
1st Quarter: RUHS-BH staff successfully engaged and assisted 41 homeless consumers with community resources and referrals to Mental Health and substance use services. During quarter one, the team had 100 total contacts with clients for Mental Health and substance use services. Approximately 27 of the 46 unique clients from the last fiscal year received ongoing engagement during quarter one of this fiscal year.
They are now tracking the total number of unique clients served at least one time for the remainder of this fiscal year. 2nd Quarter: RUHS-BH staff successfully engaged and assisted 62 new homeless consumers with community resources and referrals to Mental Health and substance use services.
3rd Quarter: RUHS-BH staff successfully engaged and assisted 56 new homeless consumers with community resources and referrals to housing, mental health, and substance use services.
4th Quarter: RUHS-BH staff successfully engaged and assisted 57 new homeless consumers with community resources and referrals to housing, mental health, and substance use services
1st Quarter: RUHS-BH staff successfully engaged and assisted 32 homeless consumers with community resources and referrals to Mental Health and substance use services. RUHS-BH staff anticipates expanding collaboration efforts with community agencies that offer emergency shelter and other social services.
2nd Quarter: RUHS-BH staff successfully engaged and assisted 24 new homeless consumers with community resources and referrals to housing, mental health, and substance use services.
3rd Quarter: RUHS-BH staff successfully engaged and assisted 26 new homeless consumers with community resources and referrals to housing, mental health, and substance use services.
4th Quarter: RUHS-BH staff successfully engaged and assisted 27 new homeless consumers with community resources and referrals to housing, mental health, and substance use services.
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 34
Menifee Mayor and City Council
September 6, 2023
Page
634 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
7 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 7 of 47
133 - CV Rental & Mortgage AssistanceIDIS Activity:
Project: 0011 - CV Rental & Mortgage Assistance
PGM Year: 2020
Description:
Subsistence Payment (05Q)Matrix Code:
Sustainability
Create suitable living environmentsObjective:
Outcome:
Open
29844 Haun Rd Menifee, CA 92586-6539
National Objective: LMC
Status:
Location:
Rental & Mortgage Assistance due to COVID - Provide low- and moderate- income families and individuals with appropriate activities to prevent, prepare for, and respond to coronavirus.
06/11/2021Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: Yes Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2020 B20MW060604 $283,225.00 $71,804.31 $255,052.26
$283,225.00 $71,804.31 $255,052.26
Proposed Accomplishments
People (General) : 28
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 5
6White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total Hispanic Total
13 3
0 1
1 0
0 0
0 7
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 35
Menifee Mayor and City Council
September 6, 2023
Page
635 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
8 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 8 of 47
11Total: 0 0 0 0 0 0 25
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
2 3
17 0
22 100.0%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2021
2022
1st Quarter: During the months of July 2021 thru September 2021, the city helped (6) eligible residents pay up six months of past due rent or mortgage due to COVID-19 hardship.
2nd Quarter: During the months of October 2021 thru December 2021, the city helped (11 ) eligible residents pay six months of past due rent or mortgage due to COVID-19 hardship.
3rd Quarter: During the months of January 2022 - March 2022, the city helped (2) eligible residents pay six months of past due rent or mortgage due to COVID-19 hardship.
4th Quarter: During the months of April 2022 - June 2022, the city helped (3) eligible residents pay six months of past due rent or mortgage due to COVID-19 hardship.
1st Quarter: During the months of July 2022 thru September 2022, the city helped (3) eligible residents pay up six months of past due rent or mortgage due to COVID-19 hardship.
2nd Quarter: During the months of October 2022 thru December 2022, the city helped (3) eligible residents pay six months of past due rent or mortgage due to COVID-19 hardship.
3rd Quarter: During the months of January 2023 - March 2023, the city helped (2) eligible residents pay six months of past due rent or mortgage due to COVID-19 hardship.
4th Quarter: During the months of April 2023 - June 2023, the city helped (1) eligible residents pay six months of past due rent or mortgage due to COVID-19 hardship.
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 36
Menifee Mayor and City Council
September 6, 2023
Page
636 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
9 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 9 of 47
135 - CV Boys and Girls ClubIDIS Activity:
Project: 0013 - CV Boys & Girls Club
PGM Year: 2020
Description:
Youth Services (05D)Matrix Code:
Affordability
Create suitable living environmentsObjective:
Outcome:
Open
26301 Garbani Rd Menifee, CA 92584-9480
National Objective: LMC
Status:
Location:
Help with distance learningWIFI bandwidth or Hotspots, Chrome Books 06/11/2021Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: Yes Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2020 B20MW060604 $20,000.00 $240.11 $240.11
$20,000.00 $240.11 $240.11
Proposed Accomplishments
People (General) : 15
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 7
4 11
White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Total
Total Hispanic Total
11 2
0 0
0 0
0 0
0 11
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 0 24
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 37
Menifee Mayor and City Council
September 6, 2023
Page
637 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
10 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 10 of 47
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
2 10
12 0
24 100.0%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2022 Quarter 1: The programs had not started.
Quarter 2: The programs started which included Power Hour and high-yield learning activities to help youth with their homework and any subjects they were struggling with. The youth also participated in health and fitness programs to combat the lack of physical activities during Covid. Ten (10) youths participated in these programs during the quarter.
Quarter 3: Ten (10) additional youths participated in the programs which also included the healthy habit programs and programs targeted at helping youths recover from the negative effects of the Covid-19 pandemic.
Quarter 4: An additional four (4) youth participated in the Club's Learning Loss program meant to combat the negative effects of the Covid-19 pandemic. These youths received homework assistance, and academic assistance, and participated in healthy habits and fitness programs.
These youth that continued to attend over the summer also participated in summer programs meant to continue to stimulate learning including STEM programs.
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 38
Menifee Mayor and City Council
September 6, 2023
Page
638 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
19 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 19 of 47
146 - Minor Home Rehabilitation Grant Program (PY21/22)IDIS Activity:
Project: 0001 - Affordable Housing Preservation
PGM Year: 2021
Description:
Rehab; Single-Unit Residential (14A)Matrix Code:
Sustainability
Create suitable living environmentsObjective:
Outcome:
Completed 6/30/2023 12:00:00 AM
27250 Murrieta Rd Spc 32 Menifee, CA 92586-3709
National Objective: LMH
Status:
Location:
The Minor Home Rehabilitation Grant Program is intended to make homes accessible, safe and healthy.
Eligible improvement would include accessibility improvements to bathrooms, kitchens, and entrances which would assist the elderly, frail elderly, and disabled persons such as injured veterans; safety improvements to roofs, windows, electrical systems, plumbing, bathrooms, and stairways; and the correction of code violations.
An average of ten (10) rehabilitation grants are anticipated annually with a majority expected to assist the elderly and frail elderly because the older homes, which would be most likely to need rehabilitation and accessibility modifications, are generally located in areas with high populations of elderly persons. 12/27/2021Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2021 B21MC060604 $100,000.00 $67,362.58 $100,000.00
$100,000.00 $67,362.58 $100,000.00
Proposed Accomplishments
Housing Units : 10
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Owner
Total Hispanic
5 0
1 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total Hispanic Total
0 0
0 0
0 0
0 0
0 0
5 1
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 39
Menifee Mayor and City Council
September 6, 2023
Page
639 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
20 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 20 of 47
0 0
0 0Total:
Asian/Pacific Islander:
Hispanic:
6 0
0 0
0 0
0 0 0
0 0
0 00
0 0
0 6 0 0
Female-headed Households: 5 0 5
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
4 3
0 0
7 100.0%
Renter
0 0
0 0
0 Total
4 3
0 0
7 100.0%
Person
0 0
0 0
0 Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2021
2022
Through the Minor Home Rehabilitation Grant Program (MHRGP)funding cycle the City was able to provide direct assistance to one (0) extremely low income household, one (3)low income households and one (0) moderate household. The seniors or permanently disabled households received minor home repairs to improve their quality of life and improve the City's housing stock.
Through the Minor Home Rehabilitation Grant Program (MHRGP)funding cycle the City was able to provide direct assistance to four (4) extremely low-income household, four (1) low-income households, and zero (0) moderate households. The seniors or permanently disabled households received minor home repairs to improve their quality of life and improve the City's housing stock.
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 40
Menifee Mayor and City Council
September 6, 2023
Page
640 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
21 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 21 of 47
147 - Activity Delivery Cost - Minor Home Rehabilitation Grant Program (PY21/22)IDIS Activity:
Project: 0006 - CDBG Program Administration
PGM Year: 2021
Description:
Rehabilitation Administration (14H)Matrix Code:
Affordability
Create suitable living environmentsObjective:
Outcome:
Open
29844 Haun Rd Menifee, CA 92586-6539
National Objective: LMH
Status:
Location:
Direct projectprogram delivery costs associated with the senior home repair program, Minor Home Rehabilitation Grant Program (MHRGP) 01/21/2022Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2021 B21MC060604 $20,000.00 $15,377.66 $20,000.00
$20,000.00 $15,377.66 $20,000.00
Proposed Accomplishments
Housing Units : 10
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Total
Total Hispanic Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 0
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 41
Menifee Mayor and City Council
September 6, 2023
Page
641 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
22 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 22 of 47
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
0 0
0 Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2021 Through the Minor Home Rehabilitation Grant Program (MHRGP)funding cycle the City was able to provide direct assistance to four (4) extremely low-income households, four (4) low-income households, and zero (0) moderate households. The seniors or permanently disabled households received minor home repairs to improve their quality of life and improve the City's housing stock.
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 42
Menifee Mayor and City Council
September 6, 2023
Page
642 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
23 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 23 of 47
148 - Menifee Valley Community Cupboard - Emergency Food Distribution (PY22/23)IDIS Activity:
Project: 0001 - Homelessness Prevention Services
PGM Year: 2022
Description:
Food Banks (05W)Matrix Code:
Availability/accessibility
Create suitable living environmentsObjective:
Outcome:
Completed 6/30/2023 12:00:00 AM
26808 Cherry Hills Blvd Menifee, CA 92586-2505
National Objective: LMC
Status:
Location:
The Emergency Food Distribution Program provides food baskets with enough nutritionally balanced food to prepare 3 meals for 5 days.
Each basket contains canned and dry items, fresh producefruit, eggs, grains, and frozen foods.
The Program offers home delivery to disabled or homeboundfrail individuals. 11/01/2022Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2022 B22MC060604 $19,000.00 $19,000.00 $19,000.00
$19,000.00 $19,000.00 $19,000.00
Proposed Accomplishments
People (General) : 1,400
Number assisted:
Actual Accomplishments
Person
Hispanic
0 18
2 14
9 2
2 0
14 0
11 0
908White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total Hispanic Total
1,544
110
30 17
14 19
7 29
3 62
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 43
Menifee Mayor and City Council
September 6, 2023
Page
643 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
24 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 24 of 47
980Total: 0 0 0 0 0 0 1,835
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
1,388
364
68 15
1,835
99.2%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2022 1st Quarter: The Cupboard Food Pantry distributed enough food for more than 70,000 meals to 816 unduplicated individuals. This includes 42 new families receiving weekly school food bags distributed via the Menifee Union School District. 2nd Quarter: The Cupboard Food Pantry distributed meals to 454 unduplicated participants. During the second quarter more than 80,000lbs. of food was distributed in addition to $132,260 in donated grocery store gift cards during the holidays. The cupboard is serving 546 families including 84 families through the school food bag program. 3rd Quarter: During this quarter, the participation grew by 301 unduplicated individuals an increase of 24% bringing the total number to 1571 individuals representing 658 households with 108,598 lbs of food distributed. The school food bag program has grown to 112 families. 4th Quarter: The Cupboard distributed food during the 2022/23 program year to 759 LMI-qualified households (representing 1835 individuals).
An additional 139 unduplicated households were served at Mobile Pantries at Quail Valley and Romoland. A total of 12.808 bags/boxes were distributed where Participants receive one or more of the following: Monthly food baskets by family size or home delivery boxes once Per month, Homeless travel bags, school backpacks, TEFAP/USDA food baskets, Weekly supplemental food baskets, and food delivery to the residents of the Alternatives to Domestic Violence Shelter and Mobile Pantries. An additional 287 food deliveries were made to clients referred by Feeding America.
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 44
Menifee Mayor and City Council
September 6, 2023
Page
644 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
25 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 25 of 47
149 - Menifee SAFE & Healthy Families (PY22/23)IDIS Activity:
Project: 0005 - Services for Low- and Moderate-Income Residents PGM Year: 2022
Description:
Abused and Neglected Children (05N)Matrix Code:
Sustainability
Create suitable living environmentsObjective:
Outcome:
Completed 6/30/2023 12:00:00 AM
28910 Pujol St Temecula, CA 92590-6700
National Objective: LMC
Status:
Location:
Menifee SAFE & Healthy Families is committed to providing comprehensive co-located services that help protect families, seek justice, and promote SAFE futures for children, youth, and families who have been affected by violence.
11/01/2022Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2022 B22MC060604 $10,334.00 $10,334.00 $10,334.00
$10,334.00 $10,334.00 $10,334.00
Proposed Accomplishments
People (General) : 50
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 1
0 0
0 0
0 0
0 0
4White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total Hispanic Total
37 5
1 1
1 0
0 0
0 23
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 45
Menifee Mayor and City Council
September 6, 2023
Page
645 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
26 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 26 of 47
5Total: 0 0 0 0 0 0 68
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
52 0
16 0
68 100.0%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2022 1st Quarter: SAFE Family Justice Centers was able to provide services to 26 family units through CDBG funding. This includes support for emergency housing (hotel), food, and basic needs support provided both onsite as well as through partnership/referral to Menifee Police Department.
2nd Quarter: SAFE Family Justice Centers provided services to an additional 10 family units through CDBG funding. This includes support for emergency housing (hotel), food, and basic needs support provided both onsite as well as through partnership/referral to Menifee Police Department.
3rd Quarter: SAFE Family Justice Centers was able to provide services to an additional 17 family units impacted by violence through CDBG funding. This includes support for emergency housing (hotel), food, and basic needs support provided both onsite as well as through partnership/referral to Menifee Police Department. One of these individuals was stranded at a Menifee gas station after an abusive episode with her partner, SAFE FJC was contacted for services and partnered with Menifee PD to get her gas in order for her to better access services. 4th Quarter: SAFE Family Justice Centers has been able to provide services to an additional 15 family units impacted by violence through CDBG funding. This includes support for emergency housing (hotel), food, and basic needs support provided both onsite as well as through partnership/referral to Menifee Police Department. SAFE FJC responded to request for easier access to referrals and Menifee PD now has direct access to SAFE FJC through an individual referral system.
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 46
Menifee Mayor and City Council
September 6, 2023
Page
646 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
27 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 27 of 47
150 - Activity Delivery Cost - Minor Home Rehabilitation Grant Program (PY22/23)IDIS Activity:
Project: 0008 - CDBG Program Administration
PGM Year: 2022
Description:
Rehabilitation Administration (14H)Matrix Code:
Affordability
Create suitable living environmentsObjective:
Outcome:
Open
29844 Haun Rd Menifee, CA 92586-6539
National Objective: LMC
Status:
Location:
Direct projectprogram delivery costs associated with the senior home repair program, Minor Home Rehabilitation Grant Program (MHRGP) 11/01/2022Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2022 B22MC060604 $20,000.00 $1,018.48 $1,018.48
$20,000.00 $1,018.48 $1,018.48
Proposed Accomplishments
Housing Units : 10
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Total
Total Hispanic Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 0
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 47
Menifee Mayor and City Council
September 6, 2023
Page
647 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
28 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 28 of 47
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
0 0
0 Annual Accomplishments
No data returned for this view. This might be because the applied filter excludes all data.
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 48
Menifee Mayor and City Council
September 6, 2023
Page
648 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
29 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 29 of 47
151 - Minor Home Rehabilitation Grant Program (PY22/23)IDIS Activity:
Project: 0006 - Affordable Housing
PGM Year: 2022
Description:
Rehab; Single-Unit Residential (14A)Matrix Code:
Affordability
Create suitable living environmentsObjective:
Outcome:
Open
29948 Westlink Dr Menifee, CA 92584-8884
National Objective: LMH
Status:
Location:
The Minor Home Rehabilitation Grant Program is intended to make homes accessible, safe and healthy.
Eligible improvement would include accessibility improvements to bathrooms, kitchens, and entrances which would assist the elderly, frail elderly, and disabled persons such as injured veterans; safety improvements to roofs, windows, electrical systems, plumbing, bathrooms, and stairways; and the correction of code violations.
An average of ten (10) rehabilitation grants are anticipated annually with a majority expected to assist the elderly and frail elderly because the older homes, which would be most likely to need rehabilitation and accessibility modifications, are generally located in areas with high populations of elderly persons. 11/01/2022Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2022 B22MC060604 $100,000.00 $30,833.82 $30,833.82
$100,000.00 $30,833.82 $30,833.82
Proposed Accomplishments
Housing Units : 10
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Owner
Total Hispanic
2 1
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total Hispanic Total
0 0
0 0
0 0
0 0
0 0
2 0
0 0
0 0
0 0
0 0
1 0
0 0
0 0
0 0
0 0
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 49
Menifee Mayor and City Council
September 6, 2023
Page
649 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
30 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 30 of 47
0 0
0 0Total:
Asian/Pacific Islander:
Hispanic:
2 1
0 0
0 0
0 0 0
0 0
0 00
0 0
0 2 1 0
Female-headed Households: 1 0 1
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
1 1
0 0
2 100.0%
Renter
0 0
0 0
0 Total
1 1
0 0
2 100.0%
Person
0 0
0 0
0 Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2022 Through the Minor Home Rehabilitation Grant Program (MHRGP)funding cycle the City was able to provide direct assistance to four (1) extremely low-income households, four (1) low-income households, and zero (0) moderate households. The seniors or permanently disabled households received minor home repairs to improve their quality of life and improve the City's housing stock.
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 50
Menifee Mayor and City Council
September 6, 2023
Page
650 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
31 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 31 of 47
152 - Hospice of the Valleys: Senior Assistance Program (PY22/23)IDIS Activity:
Project: 0005 - Services for Low- and Moderate-Income Residents PGM Year: 2022
Description:
Senior Services (05A)Matrix Code:
Affordability
Create suitable living environmentsObjective:
Outcome:
Completed 6/30/2023 12:00:00 AM
25240 Hancock Ave Ste 120 Murrieta, CA 92562-5991
National Objective: LMC
Status:
Location:
The Seniors Assistance Program provides direct hospice care for low-moderate income elderly patients.
Services include visits by doctors, nurses, certified home health aides, social workers, spiritual dieticians, speckoccupationalphysical therapists.
The Senior Assistance Program will provide services to income eligible low moderate persons residing throughout the City of Menifee. 11/01/2022Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2022 B22MC060604 $10,335.00 $10,335.00 $10,335.00
$10,335.00 $10,335.00 $10,335.00
Proposed Accomplishments
People (General) : 50
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
3White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total Hispanic Total
40 1
0 0
1 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 51
Menifee Mayor and City Council
September 6, 2023
Page
651 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
32 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 32 of 47
3Total: 0 0 0 0 0 0 42
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
42 0
42 100.0%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2022 1st Quarter: Hospice of the Valleys served and collected intake forms for 16 patients. 7 of those patients carried over from the previous fiscal year which continued their service and 8 were new. With the 15 patients, they were in service for a total of 806 days. Hospice provided the following provisions, over and above what is reimbursable through Medicare or insurance: Overbed tables; Incontinence supplies; Full electric beds, and Medication Copays.
2nd Quarter: Hospice of the Valleys served and collected intake forms for 7 new patients and 5 patients remained on their service from prior quarters. With these 12 patients, they were in service for a total of 479 days. Hospice provided the following provisions, over and above what is reimbursable through Medicare or insurance: Overbed tables; Incontinence supplies; Full electric beds, and Medication Copays. 3rd Quarter: Hospice of the Valleys served and collected intake forms for 13 new patients and 5 patients remained on their services from the prior quarters. With these 18 patients, they were in service for a total of 676 days. Hospice provided the following provisions, over and above what is reimbursable through Medicare or insurance: Overbed tables; Incontinence supplies; Full electric beds, and Medication Copays. 4th Quarter: Hospice of the Valleys served and collected intake forms for 6 new patients and 8 patients remained on their services from the prior quarters. With these 14 patients, they were in service for a total of 808 days. Hospice provided the following provisions, over and above what is reimbursable through Medicare or insurance: Overbed tables; Incontinence supplies; Full electric beds, and Medication Copays.
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 52
Menifee Mayor and City Council
September 6, 2023
Page
652 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
33 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 33 of 47
153 - Habitat for Humanity- Senior A Brush with Kindness Program (PY22/23)IDIS Activity:
Project: 0005 - Services for Low- and Moderate-Income Residents PGM Year: 2022
Description:
Senior Services (05A)Matrix Code:
Sustainability
Create suitable living environmentsObjective:
Outcome:
Completed 6/30/2023 12:00:00 AM
41615 Winchester Rd Temecula, CA 92590-4882
National Objective: LMC
Status:
Location:
Brush with Kindness Program which will provide minor repairs and maintenance for low - to -moderate income residents in an effort to keep housing affordable.
Examples of types of projects include minor projectsthat reduce blight and resolve small repairs and maintenance issues such as landscaping, exterior painting,fascia repair and painting and fence repairs.
11/01/2022Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2022 B22MC060604 $10,335.00 $10,335.00 $10,335.00
$10,335.00 $10,335.00 $10,335.00
Proposed Accomplishments
People (General) : 40
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
3White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total Hispanic Total
31 1
0 1
1 0
0 0
0 3
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 53
Menifee Mayor and City Council
September 6, 2023
Page
653 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
34 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 34 of 47
3Total: 0 0 0 0 0 0 37
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
9 20
7 1
37 97.3%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2022 1st Quarter: Habitat for Humanity developed an inquiry list for program services and sent out nine applications to interested senior homeowners. 2nd Quarter: Habitat for Humanity continued accepting inquiries, sent out applications, reviewed/qualified applicants, and completed 18 projects. 3rd Quarter: Habitat for Humanity received inquiries for Menifee Better Together (MBT), sent out additional applications, reviewed and qualified applicants for April 2023 MBT.
4th Quarter: Habitat for Humanity Inland Valley was successful in serving 37 LMI senior households within the City of Menifee. There is a high demand for program services, and Habitat continues to serve seniors in Menifee year-round through the A Brush With Kindness program. There is an active inquiry list going into the 2023-2024 program year.
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 54
Menifee Mayor and City Council
September 6, 2023
Page
654 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
35 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 35 of 47
154 - Boys & Girls Club of Menifee Valley - Before and After School Scholarship Program (PY22/23)IDIS Activity:
Project: 0005 - Services for Low- and Moderate-Income Residents PGM Year: 2022
Description:
Youth Services (05D)Matrix Code:
Affordability
Create suitable living environmentsObjective:
Outcome:
Completed 6/30/2023 12:00:00 AM
26301 Garbani Rd Menifee, CA 92584-9480
National Objective: LMC
Status:
Location:
The Boys and Girls Club of Menifee Before and After School Program will provide scholarships for low- moderate income eligible youth residing within the City of Menifee.
Scholarships will cover costs such as those associated with transporting children to and from school by a licensed certified individual, and during after school, children will be returned to The Club where they will be provided with a nutritious snackbeverages and participate in the Power Hour tutoring program.
Upon completion of homework, children will participate in recreational activities available. 11/01/2022Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2022 B22MC060604 $10,335.00 $10,335.00 $10,335.00
$10,335.00 $10,335.00 $10,335.00
Proposed Accomplishments
People (General) : 150
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 12
43White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total Hispanic Total
72 9
0 0
0 0
0 0
0 25
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 55
Menifee Mayor and City Council
September 6, 2023
Page
655 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
36 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 36 of 47
0 0
55Total:
Hispanic:
0 0
0 0
0 0 0
0 0 0
0 0 106
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
23 46
37 0
106
100.0%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2022 1st Quarter: The Boys & Girls Club was able to serve 55 low-income CDBG-eligible youth. These youth were able to receive help from Youth Development Professionals with homework and enrichment programs. They also participated in health and fitness activities as well as different programs like music, dance, sports, and other high-yield learning activities. 2nd Quarter: The Boys & Girls Club was able to serve 31 low-income CDBG-eligible youth. These youth were able to receive help from Youth Development Professionals with homework and enrichment programs. They also participated in health and fitness activities as well as different programs like music, dance, sports, and other high-yield learning activities. 3rd Quarter: The Boys & Girls Clue was able to serve an additional 9 low-income CDBG-eligible youth. These youth received guidance from trained and caring staff in a number of areas including homework assistance, enrichment activities, health and fitness, leadership, and more.
The Club has served 63.33% of its goal. These youth also came for Camp activities and parents were able to work or take care of other obligations while their children attended the Club.
4th Quarter: During this reporting period, the Club was able to serve an additional 11 low-income CDBG eligible youth bringing its total of low- income CDBG eligible youth served during the fiscal year to 106. These youth participated in a variety of life-enhancing programs including organized sports leagues, dance, Peewee Club, and more. The Club has served 70.67% of its goal. These programs allowed parents to be able to work while their children were in a safe and supervised environment.
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 56
Menifee Mayor and City Council
September 6, 2023
Page
656 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
37 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 37 of 47
155 - Assistance League of Temecula Valley - Operation School Bell (PY22/23)IDIS Activity:
Project: 0005 - Services for Low- and Moderate-Income Residents PGM Year: 2022
Description:
Youth Services (05D)Matrix Code:
Affordability
Create suitable living environmentsObjective:
Outcome:
Completed 6/30/2023 12:00:00 AM
28720 Via Montezuma Temecula, CA 92590-2510
National Objective: LMC
Status:
Location:
Operation School Bell assists needy students from LMI families that are in grades kindergarten through 12th grade by providing them new school clothing at the beginning of the school year.
The students are taken to a local retail store to receive school appropriate school clothing at an estimated cost of $125 per child. 11/01/2022Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2022 B22MC060604 $10,335.00 $10,335.00 $10,335.00
$10,335.00 $10,335.00 $10,335.00
Proposed Accomplishments
People (General) : 83
Number assisted:
Actual Accomplishments
Person
Hispanic
0 4
0 0
0 0
0 0
1 0
0 0
39White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total Hispanic Total
73 4
0 3
0 0
0 2
0 2
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 57
Menifee Mayor and City Council
September 6, 2023
Page
657 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
38 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 38 of 47
44Total: 0 0 0 0 0 0 84
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
42 26
16 0
84 100.0%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2022 1st Quarter: Assistance League, Operation School Bell Program purchases new school clothes/shoes for Kindergarten to Twelfth-grade students. The Menifee CDBG funds sponsored 84 of the students who have received new school clothes and shoes. The average spending amount is $125 per student. This is always an exciting day for the families/students, as well as for all of the volunteers who have graciously signed up to help in this program process.
All funds were expended in the 1st quarter.
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 58
Menifee Mayor and City Council
September 6, 2023
Page
658 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
39 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 39 of 47
156 - Michelle's Place (PY22/23)IDIS Activity:
Project: 0005 - Services for Low- and Moderate-Income Residents PGM Year: 2022
Description:
Other Public Services Not Listed in
05A-05Y, 03T (05Z)
Matrix Code:
Affordability
Create suitable living environmentsObjective:
Outcome:
Completed 6/30/2023 12:00:00 AM
41699 Winchester Rd Temecula, CA 92590-4882
National Objective: LMC
Status:
Location:
Patient Navigation Services that include one-on-one client sessions answering questions regarding their diagnosed cancer, financial assistance, transportation to appointments, information on physicians within area, individual and family counseling, insurance advisement, support groups and activities each month that provide comfort and support wellness, a small shop of wigs, prosthesis with a salon to promote beauty for every client.
Staff and counselors are bi-lingual and work hard to understand every client's needs.
Community Partners help with cancer screenings, surgical oncology services at reduced rates for uninsured or under-insured, imaging facility for diagnostic and screening mammograms at reduced rates; grant funds for bus transportation and temporary financial assistance. 11/01/2022Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2022 B22MC060604 $5,428.00 $5,428.00 $5,428.00
$5,428.00 $5,428.00 $5,428.00
Proposed Accomplishments
People (General) : 120
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 5White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total Hispanic Total
21 4
2 0
0 0
1 0
1 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 59
Menifee Mayor and City Council
September 6, 2023
Page
659 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
40 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 40 of 47
0 0
0 5Total:
Asian/Pacific Islander:
Hispanic:
0 0
0 0
0 0
0 0 0
0 0
0 00
0 0
0 0 0 29
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 4
25 0
29 100.0%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2022 1st Quarter: Michelle's Place had six new CDBG-qualified clients this quarter. But served, 69 clients with 324 services. These services include one on one support, support groups, classes, wigs, prostheses, hats, scarves, financial assistance, and transportation. 2nd Quarter: Michelle's Place had five new CDBG-qualified clients this quarter. Total served this quarter from Menifee was 52 cancer patients.
And we provided 450 services.
3rd Quarter: Michelle's Place has had 14 new CDBG-qualified clients this quarter in Menifee. Resources include financial assistance, one on one support, application assistance, toolkits, and wigs. 4th Quarter: Michelle's Place has had 4 new CDBG-qualified clients this quarter in Menifee.
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 60
Menifee Mayor and City Council
September 6, 2023
Page
660 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
41 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 41 of 47
157 - Fair Housing Services (PY22/23)IDIS Activity:
Project: 0007 - Fair Housing Services
PGM Year: 2022
Description:
Fair Housing Activities (subject to
20% Admin Cap) (21D)
Matrix Code:
Objective:
Outcome:
Completed 6/30/2023 12:00:00 AM
,
National Objective:
Status:
Location:
The Fair Housing Council of Riverside County (FHCRC) offers a full menu of housing counseling services that affirmatively promote housing rights and obligations as defined and articulated under the Fair Housing Act and the California State Law enactments under the Rumford and Unruh Civil Rights Act.
The FHCRC will investigate allegation of housing discrimination, mediate landlord-tenant complaints, give education and training classes, and provide advocacy services. 11/01/2022Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2022 B22MC060604 $22,212.49 $22,212.49 $22,212.49
$22,212.49 $22,212.49 $22,212.49
Proposed Accomplishments
Number assisted:
Actual Accomplishments
Person
Hispanic
0 White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
0 0
Renter
Total Hispanic
0 0
Total
Total Hispanic Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 0
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 61
Menifee Mayor and City Council
September 6, 2023
Page
661 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
42 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 42 of 47
Female-headed Households: 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 Renter
0 Total
0 0
0 0
0 Person
0 Annual Accomplishments
No data returned for this view. This might be because the applied filter excludes all data.
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 62
Menifee Mayor and City Council
September 6, 2023
Page
662 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
43 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 43 of 47
158 - Administration & Planning (PY22/23)IDIS Activity:
Project: 0008 - CDBG Program Administration
PGM Year: 2022
Description:
General Program Administration (21A)Matrix Code:
Objective:
Outcome:
Completed 6/30/2023 12:00:00 AM
,
National Objective:
Status:
Location:
The City of Menifee will use CDBG funds for the general administration of the CDBG program including monitoring of CDBG funded projects, planning, and submission of annual reports.
Staff is housed at 29844 Haun Road, Menifee, CA 92586.
11/01/2022Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2022 B22MC060604 $85,795.00 $85,795.00 $85,795.00
$85,795.00 $85,795.00 $85,795.00
Proposed Accomplishments
Number assisted:
Actual Accomplishments
Person
Hispanic
0 White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
0 0
Renter
Total Hispanic
0 0
Total
Total Hispanic Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 0
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 63
Menifee Mayor and City Council
September 6, 2023
Page
663 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
44 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 44 of 47
Female-headed Households: 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 Renter
0 Total
0 0
0 0
0 Person
0 Annual Accomplishments
No data returned for this view. This might be because the applied filter excludes all data.
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 64
Menifee Mayor and City Council
September 6, 2023
Page
664 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
45 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 45 of 47
159 - Romoland 3rd Pedestrian/Sidewalk Improvements (PY22/23)IDIS Activity:
Project: 0002 - Public Facilities and Infrastructure Improvements PGM Year: 2022
Description:
Sidewalks (03L)Matrix Code:
Sustainability
Create suitable living environmentsObjective:
Outcome:
Open
29844 Haun Rd Menifee, CA 92586-6539
National Objective: LMA
Status:
Location:
The Romoland Phase III Project (proposed to be done in two fiscal years 2223 and 2324) is located on 3rd Street between Antelope Road and Highway 74.
The project will include sidewalks on both sides of 3rd Street, minor shoulder improvements by widening the road, 6 feet wide to install curb and gutter, 5 feet wide pedestrian sidewalks (where some currently do not exist), residential driveways, and 12 pedestrian curb ramps that meet ADA Title II requirements (ADA ramps on Adams St. were done in Phase II).
The proposed improvements will connect to existing sidewalks leading to a nearby school, a park, and a church which will provide a safe pathway.
The proposed project will serve income-eligible tract area 042730 Block Group 1, known as the Romoland Community within the City of Menifee. 11/15/2022Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2020
2021
2022
B20MC060604
B21MC060604
B22MC060604
$1,738.60 $1,738.60 $1,738.60
$223,248.10 $16,947.42 $16,947.42
$231,033.00 $0.00 $0.00
$456,019.70 $18,686.02 $18,686.02
Proposed Accomplishments
Public Facilities : 12
Total Population in Service Area: 1,540
Census Tract Percent Low / Mod: 75.00
Annual Accomplishments
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 65
Menifee Mayor and City Council
September 6, 2023
Page
665 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
46 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 46 of 47
Years Accomplishment Narrative # Benefitting
2022 1st Quarter: During this reporting period, the inter-departmental memorandum of understanding (MOU) was drafted and signed. Land survey have been initiated thru an RFP, and the lowest bidder has been selected and is being routed for signatures. 2nd Quarter: During this reporting period, survey data has been collected and digitized into Auto CAD files for design use. 3rd Quarter: The land surveyor has captured all topographic data such as the right of way/property lines, all monuments benchmarks, centerline ties, easements, all existing utilities that are visible on the surface, and sufficient ground elevations to create a digital terrain model (DTM). All surveys will be performed on the city's horizontal and vertical datum. 4th Quarter: There have not been any significant changes. The original project scope and intent are proceeding as expected.
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 66
Menifee Mayor and City Council
September 6, 2023
Page
666 of 763
24-Aug-2023
U.S. Department of Housing and Urban Development
10:13
47 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2022
MENIFEE
Page:PR03 - MENIFEE 47 of 47
$1,681,522.34
$430,694.87
$978,147.19
Total Funded Amount:
Total Drawn In Program Year:
Total Drawn Thru Program Year:
Item Title: 11.1
Consolidated Annual Performance and Evaluation Report for the Community Development Block Grant Program, Fiscal Year 2022/2023 Item Page Number: 67
Menifee Mayor and City Council
September 6, 2023
Page
667 of 763
PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE: 1
9:21
08-24-23
Program Year 2022
MENIFEE , CA
Metrics
Grantee
Program Year
PART I: SUMMARY OF CDBG RESOURCES
01 UNEXPENDED CDBG FUNDS AT END OF PREVIOUS PROGRAM YEAR 02 ENTITLEMENT GRANT
03 SURPLUS URBAN RENEWAL
04 SECTION 108 GUARANTEED LOAN FUNDS
05 CURRENT YEAR PROGRAM INCOME
05a CURRENT YEAR SECTION 108 PROGRAM INCOME (FOR SI TYPE) 06 FUNDS RETURNED TO THE LINE-OF-CREDIT
06a FUNDS RETURNED TO THE LOCAL CDBG ACCOUNT
07 ADJUSTMENT TO COMPUTE TOTAL AVAILABLE
08 TOTAL AVAILABLE (SUM, LINES 01-07)
PART II: SUMMARY OF CDBG EXPENDITURES
09 DISBURSEMENTS OTHER THAN SECTION 108 REPAYMENTS AND PLANNING/ADMINISTRATION 10 ADJUSTMENT TO COMPUTE TOTAL AMOUNT SUBJECT TO LOW/MOD BENEFIT 11 AMOUNT SUBJECT TO LOW/MOD BENEFIT (LINE 09 + LINE 10) 12 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
13 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS
14 ADJUSTMENT TO COMPUTE TOTAL EXPENDITURES
15 TOTAL EXPENDITURES (SUM, LINES 11-14)
16 UNEXPENDED BALANCE (LINE 08 - LINE 15)
PART III: LOWMOD BENEFIT THIS REPORTING PERIOD
17 EXPENDED FOR LOW/MOD HOUSING IN SPECIAL AREAS
18 EXPENDED FOR LOW/MOD MULTI-UNIT HOUSING
19 DISBURSED FOR OTHER LOW/MOD ACTIVITIES
20 ADJUSTMENT TO COMPUTE TOTAL LOW/MOD CREDIT
21 TOTAL LOW/MOD CREDIT (SUM, LINES 17-20)
22 PERCENT LOW/MOD CREDIT (LINE 21/LINE 11)
LOW/MOD BENEFIT FOR MULTI-YEAR CERTIFICATIONS
23 PROGRAM YEARS(PY) COVERED IN CERTIFICATION
24 CUMULATIVE NET EXPENDITURES SUBJECT TO LOW/MOD BENEFIT CALCULATION 25 CUMULATIVE EXPENDITURES BENEFITING LOW/MOD PERSONS
26 PERCENT BENEFIT TO LOW/MOD PERSONS (LINE 25/LINE 24) PART IV: PUBLIC SERVICE (PS) CAP CALCULATIONS
27 DISBURSED IN IDIS FOR PUBLIC SERVICES
28 PS UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 29 PS UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 30 ADJUSTMENT TO COMPUTE TOTAL PS OBLIGATIONS
31 TOTAL PS OBLIGATIONS (LINE 27 + LINE 28 - LINE 29 + LINE 30) 32 ENTITLEMENT GRANT
33 PRIOR YEAR PROGRAM INCOME
34 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PS CAP
35 TOTAL SUBJECT TO PS CAP (SUM, LINES 32-34)
36 PERCENT FUNDS OBLIGATED FOR PS ACTIVITIES (LINE 31/LINE 35) PART V: PLANNING AND ADMINISTRATION (PA) CAP
37 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
38 PA UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 39 PA UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 40 ADJUSTMENT TO COMPUTE TOTAL PA OBLIGATIONS
41 TOTAL PA OBLIGATIONS (LINE 37 + LINE 38 - LINE 39 +LINE 40) 42 ENTITLEMENT GRANT
43 CURRENT YEAR PROGRAM INCOME
44 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PA CAP
45 TOTAL SUBJECT TO PA CAP (SUM, LINES 42-44)
46 PERCENT FUNDS OBLIGATED FOR PA ACTIVITIES (LINE 41/LINE 45)
MENIFEE , CA
2,022.00
307,726.94
540,051.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 847,777.94
239,872.56
0.00 239,872.56
108,007.49
0.00 0.00
347,880.05
499,897.89
0.00 0.00
239,872.56
0.00 239,872.56
100.00%
PY: 2022 PY: 2023 PY: 2024
0.00 0.00
0.00%
106,594.00
0.00 0.00
0.00 106,594.00
540,051.00
0.00 0.00
540,051.00
19.74%
108,007.49
0.00 0.00
0.00 108,007.49
540,051.00
0.00 0.00
540,051.00
20.00%
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 68
Menifee Mayor and City Council
September 6, 2023
Page
668 of 763
PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE: 2
9:21
08-24-23
Program Year 2022
MENIFEE , CA
LINE 17 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 17 No data returned for this view. This might be because the applied filter excludes all data.
LINE 18 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 18 No data returned for this view. This might be because the applied filter excludes all data.
LINE 19 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 19 Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number Activity Name Matrix
Code
National
Objective Drawn Amount
2022
2022
2021
2021
2022
2022
2022
2022
2022
2021
2022
2022
2022
2022
2022
2022
2022
2022
2022
2021
2021
2022
2022
2022
2021
2021
2021
2021
2021
2022
Total
2 2
3 3
5 5
5 5
5 3
5 5
5 5
5 5
1 5
5 1
1 6
6 6
6 6
6 6
6 8
159
159
141
143
152
152
152
152
153
138
154
154
154
155
149
149
148
156
156
146
146
151
151
151
147
147
147
147
147
150
6745683
6794948
6656350
6656350
6718566
6745683
6794948
6800048
6794948
6656350
6745683
6794948
6800048
6718566
6794948
6800048
6745683
6794948
6800048
6718566
6745683
6745683
6794948
6800048
6718566
6745683
6794948
6800048
6807094
6807094
Romoland 3rd Pedestrian/Sidewalk Improvements (PY22/23) Romoland 3rd Pedestrian/Sidewalk Improvements (PY22/23) Family Service Association (FSA) - Senior Nutrition Program (PY21/22) Hospice of the Valleys: Senior Assistance Program (PY21/22) Hospice of the Valleys: Senior Assistance Program (PY22/23) Hospice of the Valleys: Senior Assistance Program (PY22/23) Hospice of the Valleys: Senior Assistance Program (PY22/23) Hospice of the Valleys: Senior Assistance Program (PY22/23) Habitat for Humanity- Senior A Brush with Kindness Program (PY22/23) Assistance League of Temecula Valley - Operation School Bell (PY21/22) Boys & Girls Club of Menifee Valley - Before and After School Scholarship Program (PY22/23) Boys & Girls Club of Menifee Valley - Before and After School Scholarship Program (PY22/23) Boys & Girls Club of Menifee Valley - Before and After School Scholarship Program (PY22/23) Assistance League of Temecula Valley - Operation School Bell (PY22/23) Menifee SAFE & Healthy Families (PY22/23)
Menifee SAFE & Healthy Families (PY22/23)
Menifee Valley Community Cupboard - Emergency Food Distribution (PY22/23) Michelle's Place (PY22/23)
Michelle's Place (PY22/23)
Minor Home Rehabilitation Grant Program (PY21/22)
Minor Home Rehabilitation Grant Program (PY21/22)
Minor Home Rehabilitation Grant Program (PY22/23)
Minor Home Rehabilitation Grant Program (PY22/23)
Minor Home Rehabilitation Grant Program (PY22/23)
Activity Delivery Cost - Minor Home Rehabilitation Grant Program (PY21/22) Activity Delivery Cost - Minor Home Rehabilitation Grant Program (PY21/22) Activity Delivery Cost - Minor Home Rehabilitation Grant Program (PY21/22) Activity Delivery Cost - Minor Home Rehabilitation Grant Program (PY21/22) Activity Delivery Cost - Minor Home Rehabilitation Grant Program (PY21/22) Activity Delivery Cost - Minor Home Rehabilitation Grant Program (PY22/23) 03L
03L
03L
05A
05A
05A
05A
05A
05A
05A
05A
05D
05D
05D
05D
05D
05D
05N
05N
05N
05W
05W
05Z
05Z
05Z
14A
14A
14A
14A
14A
14A
14H
14H
14H
14H
14H
14H
14H
LMA
LMA
Matrix Code 03L
LMC
LMC
LMC
LMC
LMC
LMC
LMC
Matrix Code 05A
LMC
LMC
LMC
LMC
LMC
Matrix Code 05D
LMC
LMC
Matrix Code 05N
LMC
Matrix Code 05W
LMC
LMC
Matrix Code 05Z
LMH
LMH
LMH
LMH
LMH
Matrix Code 14A
LMH
LMH
LMH
LMH
LMH
LMC
Matrix Code 14H
$17,672.01
$1,014.01
$18,686.02
$10,164.00
$10,164.00
$2,870.82
$1,938.13
$2,844.72
$2,681.33
$10,335.00
$40,998.00
$10,164.00
$3,479.99
$3,409.86
$3,445.15
$10,335.00
$30,834.00
$4,045.78
$6,288.22
$10,334.00
$19,000.00
$19,000.00
$4,968.00
$460.00
$5,428.00
$8,668.40
$58,694.18
$1,490.82
$15,658.00
$13,685.00
$98,196.40
$8,178.82
$2,250.67
$2,630.81
$301.62
$2,015.74
$1,018.48
$16,396.14
$239,872.56
LINE 27 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 27 Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number
Activity to
prevent,
prepare for,
and respond
to
Coronavirus
Activity Name Grant Number Fund
Type
Matrix
Code
National
Objective
Drawn Amount
2021
2021
3 3
141
143
6656350
6656350
No
No
Family Service Association (FSA) - Senior Nutrition Program (PY21/22) Hospice of the Valleys: Senior Assistance Program (PY21/22) B21MC060604
B21MC060604
EN
EN
05A
05A
LMC
LMC
$10,164.00
$10,164.00
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 69
Menifee Mayor and City Council
September 6, 2023
Page
669 of 763
PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE: 3
9:21
08-24-23
Program Year 2022
MENIFEE , CA
Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number
Activity to
prevent,
prepare for,
and respond
to
Coronavirus
Activity Name Grant Number Fund
Type
Matrix
Code
National
Objective
Drawn Amount
2022
2022
2022
2022
2022
2021
2022
2022
2022
2022
2022
2022
2022
2022
2022
Total
5 5
5 5
5 3
5 5
5 5
5 5
1 5
5 152
152
152
152
153
138
154
154
154
155
149
149
148
156
156
6718566
6745683
6794948
6800048
6794948
6656350
6745683
6794948
6800048
6718566
6794948
6800048
6745683
6794948
6800048
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
Hospice of the Valleys: Senior Assistance Program (PY22/23) Hospice of the Valleys: Senior Assistance Program (PY22/23) Hospice of the Valleys: Senior Assistance Program (PY22/23) Hospice of the Valleys: Senior Assistance Program (PY22/23) Habitat for Humanity- Senior A Brush with Kindness Program (PY22/23) Assistance League of Temecula Valley - Operation School Bell (PY21/22) Boys & Girls Club of Menifee Valley - Before and After School Scholarship Program (PY22/23)
Boys & Girls Club of Menifee Valley - Before and After School Scholarship Program (PY22/23)
Boys & Girls Club of Menifee Valley - Before and After School Scholarship Program (PY22/23)
Assistance League of Temecula Valley - Operation School Bell (PY22/23) Menifee SAFE & Healthy Families (PY22/23)
Menifee SAFE & Healthy Families (PY22/23)
Menifee Valley Community Cupboard - Emergency Food Distribution (PY22/23)
Michelle's Place (PY22/23)
Michelle's Place (PY22/23)
Activity to prevent, prepare for, and respond to Coronavirus B22MC060604
B22MC060604
B22MC060604
B22MC060604
B22MC060604
B21MC060604
B22MC060604
B22MC060604
B22MC060604
B22MC060604
B22MC060604
B22MC060604
B22MC060604
B22MC060604
B22MC060604
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
05A
05A
05A
05A
05A
05A
05D
05D
05D
05D
05D
05D
05N
05N
05N
05W
05W
05Z
05Z
05Z
LMC
LMC
LMC
LMC
LMC
Matrix Code 05A
LMC
LMC
LMC
LMC
LMC
Matrix Code 05D
LMC
LMC
Matrix Code 05N
LMC
Matrix Code 05W
LMC
LMC
Matrix Code 05Z
$2,870.82
$1,938.13
$2,844.72
$2,681.33
$10,335.00
$40,998.00
$10,164.00
$3,479.99
$3,409.86
$3,445.15
$10,335.00
$30,834.00
$4,045.78
$6,288.22
$10,334.00
$19,000.00
$19,000.00
$4,968.00
$460.00
$5,428.00
$106,594.00
$106,594.00
LINE 37 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 37 Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number Activity Name Matrix
Code
National
Objective Drawn Amount
2022
2022
2022
2022
2022
2022
2022
2022
Total
8 8
8 8
7 7
7 7
158
158
158
158
157
157
157
157
6718566
6746538
6794948
6800048
6718566
6745683
6794948
6800048
Administration & Planning (PY22/23)
Administration & Planning (PY22/23)
Administration & Planning (PY22/23)
Administration & Planning (PY22/23)
Fair Housing Services (PY22/23)
Fair Housing Services (PY22/23)
Fair Housing Services (PY22/23)
Fair Housing Services (PY22/23)
21A
21A
21A
21A
21A
21D
21D
21D
21D
21D
Matrix Code 21A
Matrix Code 21D
$34,533.68
$12,716.21
$24,127.83
$14,417.28
$85,795.00
$8,913.80
$4,649.03
$7,530.73
$1,118.93
$22,212.49
$108,007.49
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 70
Menifee Mayor and City Council
September 6, 2023
Page
670 of 763
PR26 - CDBG-CV Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE: 1
10:33
08-24-23
MENIFEE , CA
Metrics
New Grantee (CV)
PART I: SUMMARY OF CDBG-CV RESOURCES
01 CDBG-CV GRANT
02 FUNDS RETURNED TO THE LINE-OF-CREDIT
03 FUNDS RETURNED TO THE LOCAL CDBG ACCOUNT
04 TOTAL CDBG-CV FUNDS AWARDED
PART II: SUMMARY OF CDBG-CV EXPENDITURES
05 DISBURSEMENTS OTHER THAN SECTION 108 REPAYMENTS AND PLANNING/ADMINISTRATION 06 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
07 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS
08 TOTAL EXPENDITURES (SUM, LINES 05 - 07)
09 UNEXPENDED BALANCE (LINE 04 - LINE8 )
PART III: LOWMOD BENEFIT FOR THE CDBG-CV GRANT
10 EXPENDED FOR LOW/MOD HOUSING IN SPECIAL AREAS
11 EXPENDED FOR LOW/MOD MULTI-UNIT HOUSING
12 DISBURSED FOR OTHER LOW/MOD ACTIVITIES
13 TOTAL LOW/MOD CREDIT (SUM, LINES 10 - 12)
14 AMOUNT SUBJECT TO LOW/MOD BENEFIT (LINE 05)
15 PERCENT LOW/MOD CREDIT (LINE 13/LINE 14)
PART IV: PUBLIC SERVICE (PS) CALCULATIONS
16 DISBURSED IN IDIS FOR PUBLIC SERVICES
17 CDBG-CV GRANT
18 PERCENT OF FUNDS DISBURSED FOR PS ACTIVITIES (LINE 16/LINE 17) PART V: PLANNING AND ADMINISTRATION (PA) CAP
19 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
20 CDBG-CV GRANT
21 PERCENT OF FUNDS DISBURSED FOR PA ACTIVITIES (LINE 19/LINE 20)
MENIFEE , CA
711,691.00
0.00 0.00
711,691.00
496,588.48
36,791.42
0.00 533,379.90
178,311.10
0.00 0.00
496,588.48
496,588.48
496,588.48
100.00%
496,588.48
711,691.00
69.78%
36,791.42
711,691.00
5.17%
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 71
Menifee Mayor and City Council
September 6, 2023
Page
671 of 763
PR26 - CDBG-CV Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE: 2
10:33
08-24-23
MENIFEE , CA
LINE 10 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 10 No data returned for this view. This might be because the applied filter excludes all data.
LINE 11 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 11 No data returned for this view. This might be because the applied filter excludes all data.
LINE 12 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 12 Plan Year IDIS Project IDIS
Activity
Voucher
Number Activity Name Matrix
Code
National
Objective Drawn Amount
2020
Total
9 10
11 12
13 131
132
133
134
135
6531080
6560126
6574888
6607086
6656350
6560126
6574888
6656350
6670442
6794948
6560126
6574888
6607086
6656350
6670442
6718566
6745683
6794948
6800048
6807094
6506576
6525935
6531080
6785480
CV Food Activity
CV Food Activity
CV Food Activity
CV Food Activity
CV Food Activity
CV Homeless Outreach
CV Homeless Outreach
CV Homeless Outreach
CV Homeless Outreach
CV Homeless Outreach
CV Rental & Mortgage Assistance
CV Rental & Mortgage Assistance
CV Rental & Mortgage Assistance
CV Rental & Mortgage Assistance
CV Rental & Mortgage Assistance
CV Rental & Mortgage Assistance
CV Rental & Mortgage Assistance
CV Rental & Mortgage Assistance
CV Rental & Mortgage Assistance
CV Rental & Mortgage Assistance
CV Computer Lab Program
CV Computer Lab Program
CV Computer Lab Program
CV Boys and Girls Club
05W
05W
05W
05W
05W
05Z
05Z
05Z
05Z
05Z
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05H
05H
05H
05D
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMCSV
LMCSV
LMCSV
LMC
$20,910.60
$34,444.66
$76.10
$300.00
$77,842.23
$17,190.00
$20,060.07
$11,480.62
$19,913.75
$8,258.00
$88,933.62
$47,950.34
$8,277.48
$24,616.51
$13,470.00
$30,484.81
$22,635.00
$8,500.00
$6,054.00
$4,130.50
$23,405.64
$3,691.37
$3,723.07
$240.11
$496,588.48
LINE 16 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 16 Plan Year IDIS Project IDIS
Activity
Voucher
Number Activity Name Matrix
Code
National
Objective Drawn Amount
2020 9
10 131
132
6531080
6560126
6574888
6607086
6656350
6560126
6574888
CV Food Activity
CV Food Activity
CV Food Activity
CV Food Activity
CV Food Activity
CV Homeless Outreach
CV Homeless Outreach
05W
05W
05W
05W
05W
05Z
05Z
LMC
LMC
LMC
LMC
LMC
LMC
LMC
$20,910.60
$34,444.66
$76.10
$300.00
$77,842.23
$17,190.00
$20,060.07
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 72
Menifee Mayor and City Council
September 6, 2023
Page
672 of 763
PR26 - CDBG-CV Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE: 3
10:33
08-24-23
MENIFEE , CA
Plan Year IDIS Project IDIS
Activity
Voucher
Number Activity Name Matrix
Code
National
Objective Drawn Amount
2020
Total
10 11
12 13
132
133
134
135
6656350
6670442
6794948
6560126
6574888
6607086
6656350
6670442
6718566
6745683
6794948
6800048
6807094
6506576
6525935
6531080
6785480
CV Homeless Outreach
CV Homeless Outreach
CV Homeless Outreach
CV Rental & Mortgage Assistance
CV Rental & Mortgage Assistance
CV Rental & Mortgage Assistance
CV Rental & Mortgage Assistance
CV Rental & Mortgage Assistance
CV Rental & Mortgage Assistance
CV Rental & Mortgage Assistance
CV Rental & Mortgage Assistance
CV Rental & Mortgage Assistance
CV Rental & Mortgage Assistance
CV Computer Lab Program
CV Computer Lab Program
CV Computer Lab Program
CV Boys and Girls Club
05Z
05Z
05Z
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05H
05H
05H
05D
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMCSV
LMCSV
LMCSV
LMC
$11,480.62
$19,913.75
$8,258.00
$88,933.62
$47,950.34
$8,277.48
$24,616.51
$13,470.00
$30,484.81
$22,635.00
$8,500.00
$6,054.00
$4,130.50
$23,405.64
$3,691.37
$3,723.07
$240.11
$496,588.48
LINE 19 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 19 Plan Year IDIS Project IDIS
Activity
Voucher
Number Activity Name Matrix
Code
National
Objective Drawn Amount
2020
Total
8 130 6506576
6525935
6531080
6581271
6607086
6656350
6745683
6794948
6800048
CV Administration
CV Administration
CV Administration
CV Administration
CV Administration
CV Administration
CV Administration
CV Administration
CV Administration
21A
21A
21A
21A
21A
21A
21A
21A
21A
$5,891.27
$760.00
$6,532.75
$14,498.50
$1,567.50
$5,029.00
$1,004.39
$1,294.98
$213.03
$36,791.42
Item Title: 11.1
Consolidated
Annual
Performance
and
Evaluation
Report
for
the
Community
Development
Block
Grant
Program,
Fiscal
Year 2022/2023
Item Page Number: 73
Menifee Mayor and City Council
September 6, 2023
Page
673 of 763
CITY OF MENIFEE
SUBJECT: Street Vacation No. 22-002, Vacating of a Portion of Public Right-of-way on Craig Avenue at the Entrance to Tract 32628, Adler Ranch
MEETING DATE: September 6, 2023
TO: Mayor and City Council
PREPARED BY: Kristen Jensen, Financial Analyst
REVIEWED BY: Nick Fidler, Public Works Director
APPROVED BY: Armando G. Villa, City Manager
-------------------------------------------------------------------------------------------------------------------------------
RECOMMENDED ACTION
1. Conduct a public hearing to consider Street Vacation 22-022 (VAC22-002) for the vacation of a portion of public right-of-way on Craig Avenue, located east of Antelope Road, associated with the entrance to Tract 32628, Adler Ranch; and
2. Approve a resolution ordering the filing of the Notice of Vacation No. 22-002.
DISCUSSION
Streets and Highways Code (SHC) section 8312, gives a legislative body the power to vacate all or part of a street and sets forth the procedures by which the power to vacate may be executed under the general vacation procedures outlined in SHC sections 8320 through 8325. These sections establish a process by which a legislative body may initiate vacation proceedings either on its own initiative or upon a petition or request of an interested person or persons. As part of the vacation procedures outlined in the SHC, the City is required to conduct a public hearing and approve a resolution of vacation for recordation with the county recorder’s office.
The proposed street vacation is a result of a written vacation request received by FPG Tricon Menifee Property, LLC (“Developer”). The Developer has requested that the City vacate a portion of Craig Avenue to allow for the proper design and alignment of sidewalk and a planned gated entrance at Willowood Way for the Adler Ranch residential development. Adler Ranch (formerly Christensen Ranch) consists of 303 single-family residential units within approved and recorded Tract Map 32628 (TM32628). The area proposed for vacation is of a portion of public right-of-way located on the south side of Craig Avenue, east of Antelope Road.
Item Title: 11.2
Street
Vacation
No.
22-002,
Vacating
of
a
Portion
of
Public
Right-of-way
on
Craig
Avenue
at
the
Entrance
to
Tract
32628,
Adler Ranch
Item Page Number: 1
Menifee Mayor and City Council
September 6, 2023
Page
674 of 763
City of Menifee Staff Report
Street Vacation 22-002 – Craig Avenue
September 6, 2023
1 7
5 3
On July 19, 2023, the City Council authorized staff to initiate street vacation proceedings and set a public hearing date of September 6, 2023, to consider the Developer’s right-of-way vacation request. Staff has reviewed the Developer’s request and determined that the portion of right-of- way under consideration for vacation is unnecessary for present or prospective public use.
Existing easements within the vacated segment would be reserved for utility purposes and would maintain access for public safety vehicles to the development.
The attached Notice of Public Hearing (“Notice”) was mailed electronically and via standard mail to local public and private utilities agencies, communication agencies, public safety agencies, and other City departments on August 22, 2023. The Notice was published in the Press Enterprise on August 19 and August 26, 2023, and posted at the vacation location on August 21, 2023. As of the drafting of this report, no comments have been received on this item.
If approved, the proposed resolution would approve the recordation of the attached Notice of Vacation No. VAC22-002 with the Riverside County Clerk Recorder’s Office.
STRATEGIC PLAN OBJECTIVE
Safe and Vibrant Community
FISCAL IMPACT
There is no fiscal impact associated with approval of this item. Costs incurred for the publishing of the Notice of Public Hearing would be supported by Developer deposits previously submitted to the City. There is no cost associated with the actual recordation of the vacation related documents.
ATTACHMENTS
1. Resolution
2. Notice of Vacation No. VAC22-002
3. Notice of Public Hearing
4. Vacation Request
Item Title: 11.2
Street
Vacation
No.
22-002,
Vacating
of
a
Portion
of
Public
Right-of-way
on
Craig
Avenue
at
the
Entrance
to
Tract
32628,
Adler Ranch
Item Page Number: 2
Menifee Mayor and City Council
September 6, 2023
Page
675 of 763
RESOLUTION NO. 23-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MENIFEE, CALIFORNIA,
APPROVING THE VACATION OF A PORTION OF CRAIG AVENUE AND THE
RESERVATION OF UTILITIES AND EASEMENTS THEREIN
WHEREAS, on June 8, 2022, a petition to vacate portions of right-of-way on Craig Avenue, east of Antelope Road, was received from FPG Tricon Menifee Property, LLC; and WHEREAS, on July 19, 2023, the Mayor and City Council authorized staff to initiate proceedings for investigation and analysis to vacate portions of right-of-way on Craig Avenue, east of Antelope Road; and
WHEREAS, the City has determined that the portion of right-of-way to be vacated is unnecessary for prospective or public use; and
WHEREAS, on August 19, 2023, and August 26, 2023, a Notice of Public Hearing was published in the Press Enterprise, a locally distributed daily newspaper; and WHEREAS, on August 22, 2023, notices were sent out to City Departments and utility providers, and posted in three conspicuous locations on the vacation site; and WHERAS, on September 6, 2023, a public hearing was held where all persons interested in or objecting to the proposed vacation areas appeared before the City Council of the City of Menifee, California and offered evidence in relation to the vacation of portions of right-of-way on Craig Avenue, east of Antelope Road.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Menifee, California:
Section 1. The City Council, in vacating portions of right-of-way on Craig Avenue east of Antelope Road, elects to proceed in accordance with the provision of the “Public Streets, Highways and Service Easements Vacation Law”, being Division 9, Part 3, of the Streets and Highways Code of the State of California.
Section 2. The City Council of the City of Menifee does hereby vacate that portion of Craig Avenue, east of Antelope Road, as described in the Notice of Vacation and exhibits attached hereto and incorporated as Exhibit “A” and depicted on each of the maps attached hereto and incorporated as Exhibit “B”.
Section 3. Nothing in this Resolution shall in any way affect or disturb any other existing easements for public utility purposes belonging to either the City of Menifee or public entity that existed prior to these vacation proceedings. Reservations of easements are made in accordance with the provisions or Division 9, Part 3, Chapter 5, Article 1, of the Streets and Highways Code of the State of California.
Section 4. The City Council finds this Resolution is not subject to the California Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty, as in this case, that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA.
Section 5. Severability. If any provision of this Resolution or the application thereof to any person or circumstances is held invalid, such invalidity shall not affect other provisions or applications, and to this end the provisions of this Resolution are declared to be severable.
Section 6. Effective Date. This Resolution shall become effective immediately. 1 Item Title: 11.2
Street
Vacation
No.
22-002,
Vacating
of
a
Portion
of
Public
Right-of-way
on
Craig
Avenue
at
the
Entrance
to
Tract
32628,
Adler Ranch
Item Page Number: 3
Menifee Mayor and City Council
September 6, 2023
Page
676 of 763
Street Vacation No. VAC22-002
PASSED, APPROVED AND ADOPTED this 6th day of September 2023.
Bill Zimmerman, Mayor
Attest:
Sarah Manwaring, City Clerk
Approved as to form:
Jeffrey T. Melching, City Attorney
2 Item Title: 11.2
Street
Vacation
No.
22-002,
Vacating
of
a
Portion
of
Public
Right-of-way
on
Craig
Avenue
at
the
Entrance
to
Tract
32628,
Adler Ranch
Item Page Number: 4
Menifee Mayor and City Council
September 6, 2023
Page
677 of 763
Recording Requested By:
City of Menifee
When Recorded Mail To:
City of Menifee.
29844 Haun Road
Menifee, CA. 92586
NOTICE OF VACATION NO. VAC 22-002
RECORDED OWNER(S)
City of Menifee
AFFECTED ASSESSOR PARCEL NUMBER(S)
372-050-041 & 372-050-042
LEGAL DESCRIPTION OF PARCEL
SEE ATTACHED EXHIBIT "A" AND EXHIBIT "B" ATTACHED HERETO AND MADE A PART THEREOF.
SIGNATURE OF RECORD OWNER(S) (MUST BE NOTARIZED)
SIGNATURE ________________
Title Mayor, City of Menifee
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
STATE OF CALIFORNIA
COUNTY OF
ON __________ before me,
}SS,
}
______________ _, a Notary Public
(INSERT NAME AND TITLE OF OFFICER)
personally appeared _______________ _
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s) or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under Penalty of Perjury under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature __________________ _
Of Notary Public
*See additional sheets for additional notaries*
MAIL TAX ST A TEMENTS TO:
FPG TRICON MENIFEE HOLDINGS LLC
27271 Las Ramblas, Suite 100
Mission Viejo, CA 92691
DEPARTMENT USE ONLY
This Notice of Vacation No. VAC 22-002 is approved
By: --------------------
Title: ______________________ _
Date:, ______________________ _
PUBLIC WORKS DEPARTMENT APPROVAL
Item Title: 11.2
Street
Vacation
No.
22-002,
Vacating
of
a
Portion
of
Public
Right-of-way
on
Craig
Avenue
at
the
Entrance
to
Tract
32628,
Adler Ranch
Item Page Number: 5
Menifee Mayor and City Council
September 6, 2023
Page
678 of 763
EXHIBIT "A"
LEGAL DESCRIPTION
STREET VACATION
VAC 22-002
IN THE CITY OF MENIFEE, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA:
PARCEL 1
BEING A PORTION OF PARCELS "A" AND "B" OF LOT LINE ADJUSTMENT NO. 22-002, RECORDED SEPTEMBER 13, 2022, AS DOCUMENT NO. 2022-0392932, OFFICIAL RECORDS OF SAID COUNTY, LYING WITHIN SECTION 11, TOWNSHIP 6 SOUTH, RANGE 3 WEST, DESCRIBED AS FOLLOWS:
COMMENCING AT THE CENTERLINE INTERSECTION OF CRAIG AVENUE (30.00 FOOT HALF WIDTH) AND WILLOWOOD WAY (29.00 FOOT HALF WIDTH) AS SHOWN ON TRACT MAP NO. 32628, FILED IN BOOK 427, AT PAGES 18 THROUGH 24, INCLUSIVE OF MAPS, RECORDS OF SAID COUNTY; THENCE SOUTH 00°30'44" WEST ALONG THE CENTERLINE OF SAID WILLOWOOD WAY AS SHOWN ON TRACT NO. 32628, AS PER MAP RECORDED IN BOOK 427, PAGES 18 THROUGH 24, INCLUSIVE, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY, A DISTANCE OF 45.00 FEET TO A LINE PARALLEL WITH AND 45.00 FEET SOUTHERLY OF SAID CENTERLINE OF SAID CRAIG AVENUE, SAID POINT BEING THE TRUE POINT OF BEGINNING;
THENCE LEAVING SAID CENTERLINE ALONG SAID PARALLEL LINE, NORTH 89°29'16" WEST, A DISTANCE OF 31.70 FEET TO A POINT ON THE SOUTHEASTERLY RIGHT OF WAY LINE OF SAID CRAIG AVENUE; THENCE THE FOLLOWING THREE (3) COURSES ALONG THE SOUTHEASTERLY, SOUTHERLY, AND SOUTHWESTERLY RIGHT OF WAY LINES OF SAID CRAIG AVENUE;
1) SOUTH 47°24'12" WEST, A DISTANCE OF 11.83 FEET;
2) NORTH 89°29'16" WEST, A DISTANCE OF 46.13 FEET;
3) NORTH 46°22'14" WEST, A DISTANCE OF 11.83 FEET TO SAID PARALLEL LINE; THENCE SOUTH 89°29'16" EAST, ALONG SAID PARALLEL LINE, A DISTANCE OF 31.70 FEET TO THE CENTERLINE OF SAID WILLOWOOD WAY AND THE TRUE POINT OF BEGINNING.
CONTAINING 442.89 SQUARE FEET, MORE OR LESS.
SEE EXHIBIT "B" ATTACHED HERETO AND BY THIS REFERENCE MADE A PART HEREOF.
PREP�Y ME OR UNO
��
RICHARD D�EAVE,S, PLS 89386
Item Title: 11.2
Street
Vacation
No.
22-002,
Vacating
of
a
Portion
of
Public
Right-of-way
on
Craig
Avenue
at
the
Entrance
to
Tract
32628,
Adler Ranch
Item Page Number: 6
Menifee Mayor and City Council
September 6, 2023
Page
679 of 763
1" = 250'
30'
30'
C= @ 21
EXHIBIT "B"
STREET VACATION
VAC 22-002
( �§[!,"&"
LLA NO. 22-002
REC. 09/13/2022 AS DOC.
NO. 2022-0392932, D.R.
r---___......,, L
-�,&,[?,\-- J
lP&OO@�[!:, m
LLA NO. 22-002 \
REC. 09/13/2022 AS DOC.
NO. 2022-0392932, O.R.
I
-----..
6. l IlP&OO@�[!:, "@)"
LLA NO. 22-002 /
REC. 09/13/2022 AS DOC,
NO. 2022-0392932, O.R.
\ L___j)
LEGEND
LOT LINE
C= @ 21
(iv
@!]
<;?
�
(iv
®
<;?
[j'::,
[)=,
@
c!l
- - EASEMENT LINE
SURVEY NOTES
SHEET 1 OF 3
<;?
<;?
C D
@
� 'b ®
®
C=>@
"""
@ @!] @;§)
c8 @.§) @!]
@s @!] �
[)=,
� >B
< > -INDICATES RECORD DATA PER
TRACT NO. 32628, MB 427 /18-24
SEC. 11, T.6$. R.JW. S.B.M.
PIAT PREPMED EIY:
--� JOB NO. 10004 DATE: 10/06/2022 CLIENT: FOREMOST COMMUNITIES a 11 ��------
--
---------1
ENGINEERS
CM Sd_.lll · � ,,,,,,,.,,,
6879 Airport Drive, Riverside, CA 92504
Tel:(951) 688-0241 • Fox:(951) 688-0599
PLAT TO ACCOMPANY
LEGAL DESCRIPTION
Item Title: 11.2
Street
Vacation
No.
22-002,
Vacating
of
a
Portion
of
Public
Right-of-way
on
Craig
Avenue
at
the
Entrance
to
Tract
32628,
Adler Ranch
Item Page Number: 7
Menifee Mayor and City Council
September 6, 2023
Page
680 of 763
EASEMENT NOTES:
EXHIBIT "B"
STREET VACATION
VAC 22-002
SHEET 2 OF 3
f\ AN IRREVOCABLE OFFER OF OED/CATION TO THE COUNTY OF RIVERSIDE FOR PUBLIC ROAD, SLOPE AND � DRAINAGE AND INCIDENTAL PURPOSES, RECORDED AUGUST 4, 1988 AS INSTRUMENT NO. 88-219863 OF OFFICIAL RECORDS.
A EASTERN MUNICIPAL WATER DISTRICT, HOLDER OF AN EASEMENT FOR PIPELINES AND ACCESS AND INCIDENTAL � PURPOSES, RECORDED JULY 9, 1991 AS INSTRUMENT NO. 230836 OF OFFICIAL RECORDS. � EASTERN MUNICIPAL WATER DISTRICT, HOLDER OF AN EASEMENT FOR SLOPE AND DRAINAGE AND INCIDENTAL � PURPOSES, RECORDED AUGUST 2, 2000 AS INSTRUMENT NO. 00-297883 OF OFFICIAL RECORDS.
I\ EASTERN MUNICIPAL WATER DISTRICT, HOLDER OF AN EASEMENT FOR PIPELINE OR PIPELINES AND INCIDENTAL � PURPOSES, RECORDED AUGUST 2, 2000 AS INSTRUMENT NO. 00-297884 OF OFFICIAL RECORDS. � ABUTTER'S RIGHTS OF INGRESS AND EGRESS TO OR FROM ANTELOPE ROAD EXCEPT THE GENERAL EASEMENT � OF TRAVEL; ALSO EXCEPTING TWO ADJACENT 29 FOOT ACCESS OPENINGS HAVE BffN DEDICATED OR RELINQUISHED ON TH[ FILED MAP. AFFECTS: LOTS 1 AND 3
j\ PRIVATE ROAD EASEMENT PER TRACT NO. 32628, MB 427 /18-24 FOR PRIVATE ROAD, PUBLIC UTILITY � PURPOSES TOGETHER WITH THE RIGHT OF INGRESS ANO EGRESS FOR EMERGENCY VEHICLES AND INCIDENTAL PURPOSES.
& PRIVATE DRAINAGE EASEMENT PER TRACT NO. 32628, MB 427/18-24.
VERIZON CALIFORNIA INC., A CORPORATION, ITS SUCCESSORS AND ASSIGNS, HOLDER OF AN EASEMENT FOR
UNDERGROUND CONDUITS, MANHOLES, HANO HOLES, AMPLIFIERS, PEDESTALS, CABLES, WIRES, ABOVE AND
BELOW GROUND VAULTS AND ENCLOSURES CONCRETE PADS, MARKERS ANO OTHER APPURTENANCES AND INCIDENTAL PURPOSES, RECORDED FEBRUARY 26, 2008 AS INSTRUMENT NO. 2008-0091451 OF OFFICIAL RECORDS. THE LOCATION OF THE EASEMENT CANNOT BE DETERMINED FROM RECORD INFORMATION.
SOUTHERN CALIFORNIA EDISON COMPANY, A CORPORATION, ITS SUCCESSORS AND ASSIGNS, HOLDER OF AN /::,.. EASEMENT FOR OVERHEAD ELECTRICAL SUPPLY SYSTEMS ANO COMMUN/CATIONS SYSTEMS, CONSISTING OF � POLES, GUY WIRES ANO ANCHORS, CROSSARMS, WIRES, ANO OTHER APPURTENANT FIXTURES AND/OR
EQUIPMENT NECESSARY OR USEFUL FOR DISTRIBUTING ELECTRICAL ENERGY AND FOR TRANSMITTING INTELLIGENCE ANO INCIDENTAL PURPOSES, RECORDED JUNE 11, 2008 AS INSTRUMENT NO. 2008-031921 7 OF OFFICIAL RECORDS.
<[jJ
SOUTHERN CALIFORNIA EDISON COMPANY, A CORPORATION, ITS SUCCESSORS AND ASSIGNS, HOLDER OF AN
EASEMENT FOR UNDERGROUND ELECTRICAL SUPPLY SYSTEMS ANO COMMUNICATIONS SYSTEMS, CONSISTING OF WIRES, UNDERGROUND CONDUITS, CABLES, VAULTS, MANHOLES, HANDHOL[S, AND INCLUDING ABOVE -GROUND
ENCLOSURES, MARKERS AND CONCRETE PADS AND OTHER APPURTENANT FIXTURES AND EQUIPMENT
NECESSARY OR USEFUL FOR DISTRIBUTING ELECTRICAL ENERGY AND FOR TRANSMITTING INTELLIGENCE ANO INCIDENTAL PURPOSES, RECORDED AUGUST 6, 2008 AS INSTRUMENT NO. 2008-0431208 OF OFFICIAL RECORDS. EASEMENT IS BLANKET IN NATURE ANO AFFECTS ALL STREETS, HIGHWAYS, PUBLIC PLACES, AND THE COMMON AREAS (EXCLUSIVE OF BUILDING SITES) OF TRACT NO. 36828.
SOUTHERN CALIFORNIA GAS COMPANY, A CALIFORNIA CORPORATION, ITS SUCCESSORS AND ASSIGNS, HOLDER OF AN EASEMENT FOR PUBLIC UTILITY AND INCIDENTAL PURPOSES, RECORDED JULY 27, 2022 AS INSTRUMENT NO. 2022-0333017, OF OFFICIAL RECORDS. THE LOCATION OF THE EASEMENT CANNOT BE DETERMINED FROM RECORD INFORMATION.
SOUTHERN CALIFORNIA EDISON COMPANY, A CORPORATION, HOLDER OF AN EASEMENT FOR PUBLIC UTILITY 6 ANO INCIDENTAL PURPOSES, RECORDED AUGUST 2, 2022 AS INSTRUMENT NO. 2022-0342590, OF OFFICIAL vl_j RECORDS. EASEMENT IS BLANKET IN NATURE AND AFFECTS ALL STREETS, HIGHWAYS, PUBLIC PLACES, AND THE COMMON AREAS (EXCLUSIVE OF BUILDING SITES) OF TRACT NO. 36828.
D AN EASEMENT IN FAVOR OF THE CITY OF MENIFEE FOR PUBLIC ROAD & PUBLIC UTILITY PURPOSES L!.-5 RECORDED OCTOBER 5, 2022 AS DOCUMENT NO. 2022-0418390, OF OFFICIAL RECORDS. f\. AN EASEMENT IN FAVOR OF THE CITY OF MENIFEE FOR PUBLIC ROAD & PUBLIC UTILITY PURPOSES � RECORDED OCTOBER 5, 2022 AS DOCUMENT NO. 2022-0418400, OF OFFICIAL RECORDS.
D -IND/CA TE EASEMENT PLOTTED HEREON
0 -INDICATES EASEMENT CANNOT BE LOCATED FROM RECORD
Item Title: 11.2
Street
Vacation
No.
22-002,
Vacating
of
a
Portion
of
Public
Right-of-way
on
Craig
Avenue
at
the
Entrance
to
Tract
32628,
Adler Ranch
Item Page Number: 8
Menifee Mayor and City Council
September 6, 2023
Page
681 of 763
EXHIBIT "B"
STREET VACATION
VAC 22-002
LEGEND:
SHEET 3 OF 3
( ) - PER TRACT NO. 32628
(N46 '22'44 "W)
11.83'
"&" PARCEL 1
AR£A=442.89 SQ. FT. LLA NO. 22-002
REC. 09/13/2022 AS DOC.
NO. 2022-0392932, O.R.
\
40 0 20 40
□�-=-=---==•-1_1
( IN FEET )
inch = 40 ft.
I
�
I
I
80 (
\
I
M.B. 427 /18-24 D.R.
lP&lKl©@:Oc, "�"
LLA NO. 22-002
REC. 09/13/2022
AS DOC. NO.
2022-0392932, O.R.
SEC. 11, T.6S. R.JW. S.B.M.
Item Title: 11.2
Street
Vacation
No.
22-002,
Vacating
of
a
Portion
of
Public
Right-of-way
on
Craig
Avenue
at
the
Entrance
to
Tract
32628,
Adler Ranch
Item Page Number: 9
Menifee Mayor and City Council
September 6, 2023
Page
682 of 763
NOTICE OF PUBLIC HEARING
TIME OF HEARING: 6:00 p.m. or as soon as possible thereafter.
DATE OF HEARING: September 6, 2023
PLACE OF HEARING: MENIFEE CITY COUNCIL CHAMBERS
29844 HAUN ROAD
MENIFEE, CA 92586
A PUBLIC HEARING has been scheduled, pursuant to the City of Menifee Municipal Code, before the CITY OF MENIFEE CITY COUNCIL to consider the project shown below:
Project Title: Street Vacation No. 22-002, Vacating of a Portion of Public Right-of-way at the Entrance to Tract 32628, Adler Ranch
Project Location: The proposed street vacation is for a portion of right-of-way located on the south side of Craig Avenue and east of Antelope Road.
The City Council will consider the following project at a public hearing:
Street Vacation No. 22-002 (VAC22-002), A developer-initiated request to vacate a portion of existing right-of- way to provide proper alignment of a planned community entrance into the Adler Ranch residential development.
The portion of right-of-way to be vacated is approximately 11.8’ wide and 63.4’ long, for a total area of approximately 442.89 square feet. The legal description of the parcel is as follows:
IN THE CITY OF MENIFEE, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA:
PARCEL 1
BEING A PORTION OF PARCELS "A" AND "B" OF LOT LINE ADJUSTMENT NO. 22-002, RECORDED SEPTEMBER 13, 2022, AS DOCUMENT NO. 2022-0392932, OFFICIAL RECORDS OF SAID COUNTY, LYING WITHIN SECTION 11, TOWNSHIP 6 SOUTH, RANGE 3 WEST, DESCRIBED AS FOLLOWS:
COMMENCING AT THE CENTERLINE INTERSECTION OF CRAIG AVENUE (30.00 FOOT HALF WIDTH) AND WILLOWOOD WAY (29.00 FOOT HALF WIDTH) AS SH OWN ON TRACT MAP NO. 32628, FILED IN BOOK 427, AT PAGES 18 THROUGH 24, INCLUSIVE OF MAPS, RECORDS OF SAID COUNTY; THENCE SOUTH 00°30'44" WEST ALONG THE CENTERLINE OF SAID WILLOWOOD WAY AS SHOWN ON TRACT NO. 32628, AS PER MAP RECORDED IN BOOK 427, PAGES 18 THROUGH 24, INCLUSIVE, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY, A DISTANCE OF 45.00 FEET TO A LINE PARALLEL WITH AND 45.00 FEET SOUTHERLY OF SAID CENTERLINE OF SAID CRAIG AVENUE, SAID POINT BEING THE TRUE POINT OF BEGINNING;
THENCE LEAVING SAID CENTERLINE ALONG SAID PARALLEL LINE, NORTH 89°29'16" WEST, A DISTANCE OF 31.70 FEET TO A POINT ON THE SOUTHEASTERLY RIGHT OF WAY LINE OF SAID CRAIG AVENUE;
THENCE THE FOLLOWING THREE (3) COURSES ALON G THE SOUTHEASTERLY, SOUTHERLY, AND SOUTHWESTERLY RIGHT OF WAY LINES OF SAID CRAIG AVENUE;
1) SOUTH 47°24’12” WEST, A DISTANCE OF 11.83 FEET;
2) NORTH 89°29’16” WEST, A DISTANCE OF 46.13 FEET;
3) NORTH 46°22’14” WEST, A DISTANCE OF 11.83 FEET TO SAID PARALLEL LINE; THENCE SOUTH 89°29’16”EAST, ALONG SAID PARALELL LI NE, A DISTANCE OF 31.70 FEET TO THE CENTERLINE OF SAID WILLOWOOD WAY AND THE TRUE POINT OF BEGINNING.
CONTAINING 442.89 SQUARE FEET, MORE OR LESS.
Item Title: 11.2
Street
Vacation
No.
22-002,
Vacating
of
a
Portion
of
Public
Right-of-way
on
Craig
Avenue
at
the
Entrance
to
Tract
32628,
Adler Ranch
Item Page Number: 10
Menifee Mayor and City Council
September 6, 2023
Page
683 of 763
Environmental Information: The proposed street vacation is not subject to the California Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA applies only to activities that will not result in a direct or reasonably foreseeable indirect physical change in the environment as provided in CEQA section 15060(c)(2) and 15061(b)(3). Where it can be seen with certainty, as in this case, that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA.
Any person wishing to comment on the proposed street vacation may do so in writing between the date of this notice and the public hearing; or, may appear and be heard at the time and place noted ab ove.
All comments must be received prior to the time of public hearing. All such comments will be submitted to the City Council, and the City Council will consider such comments, in addition to any oral testimony, before making a decision on the proposed vacation.
For further information regarding this project, please contact Steve Strapac, at (951) 723-3773 or e-mail [email protected], or go to the City of Menifee’s agenda web page at http://www.cityofmenifee.us.
The full exhibits for the proposed street vacation project may be viewed Monday through Friday, from 8:00 A.M. to 5:00 P.M. at Menifee City Hall, located at 29844 Haun Road, Menifee, CA 92586.
Please send all written correspondence to:
CITY OF MENIFEE PUBLIC WORKS AND ENGINEERING DEPARTMENT Attn: Steve Strapac, Principal Engineer
29844 Haun Road
Menifee, CA 92586
Item Title: 11.2
Street
Vacation
No.
22-002,
Vacating
of
a
Portion
of
Public
Right-of-way
on
Craig
Avenue
at
the
Entrance
to
Tract
32628,
Adler Ranch
Item Page Number: 11
Menifee Mayor and City Council
September 6, 2023
Page
684 of 763
Item Title: 11.2
Street
Vacation
No.
22-002,
Vacating
of
a
Portion
of
Public
Right-of-way
on
Craig
Avenue
at
the
Entrance
to
Tract
32628,
Adler Ranch
Item Page Number: 12
Menifee Mayor and City Council
September 6, 2023
Page
685 of 763
Item Title: 11.2
Street
Vacation
No.
22-002,
Vacating
of
a
Portion
of
Public
Right-of-way
on
Craig
Avenue
at
the
Entrance
to
Tract
32628,
Adler Ranch
Item Page Number: 13
Menifee Mayor and City Council
September 6, 2023
Page
686 of 763
Item Title: 11.2
Street
Vacation
No.
22-002,
Vacating
of
a
Portion
of
Public
Right-of-way
on
Craig
Avenue
at
the
Entrance
to
Tract
32628,
Adler Ranch
Item Page Number: 14
Menifee Mayor and City Council
September 6, 2023
Page
687 of 763
CITY OF MENIFEE
SUBJECT: Ordinance Introduction and Annexation No. 22, Cimarron Ridge, into Community Facilities District 2017-1 (Maintenance Services)
MEETING DATE: September 6, 2023
TO: Mayor and City Council
PREPARED BY: Kristen Jensen, Financial Analyst
REVIEWED BY: Nick Fidler, Public Works Director
APPROVED BY: Armando G. Villa, City Manager
-------------------------------------------------------------------------------------------------------------------------------
RECOMMENDED ACTION
1. Adopt a resolution calling an election to annex territory, including Tract Nos. 36658-1 thru 36658-7, located south of McLaughlin Road and west Byers Road, into City of Menifee Community Facilities District No. 2017-1 (Maintenance Services) and to levy a special tax on that land; and
2. Hold a special landowner election and canvass the election; and
3. Adopt a resolution declaring results of special landowner election; and
4. Introduce an ordinance, amending the Ordinance No. 2017-231 and levying and apportioning the special tax in CFD 2017-1.
DISCUSSION
On August 2, 2023, the City Council adopted Resolution No. 23-1349, declaring its intent to annex territory to Community Facilities District (CFD) No. 2017-1 and commence the annexation proceedings for the territory to be annexed, also known as Annexation No. 22. The next step in the annexation proceedings is to hold a public hearing on September 6, 2023, to conduct an election for the landowners and to declare the results of that election.
The area within Annexation No. 22 includes Tract Nos. 36658-1 through 36658-7 and is approximately 203 gross acres of vacant property within the City. The property is located south of McLaughlin Road and west Byers Road, as shown in the attached Project Location Map. The proposed maintenance services will include items such as landscaping, lighting, street maintenance, drainage, parks and trails, and graffiti abatement.
Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 1
Menifee Mayor and City Council
September 6, 2023
Page
688 of 763
City of Menifee Staff Report
CFD 2017-1 Annex 22 – Cimarron Ridge
September 6, 2023
1 7
5 4
Per the request of Pulte Home Company, LLC, a Michigan limited liability company (“Owner”), the City will establish a rate and method of apportionment and authorize the levy of special taxes on the taxable property within Annexation Area No. 22, Tax Zones 22A, 22B, and 22C to pay for those services. Multiple Tax Zones would be established to ensure Special Tax assessments are in alignment with CFD’s maintenance established for non-private and gated private tracts within the development.
Tax Zone 22A would have a maximum annual tax of $1,186 per unit. This tax rate includes a Maximum Special Tax A of $1,086 per unit per year for maintenance services of public facilities and a Maximum Annual Special Tax B (Contingent) of $100 per unit per year. The maximum annual tax rate is proposed to escalate each year at the greater of Consumer Price Index (CPI) or 2%. The attached CFD Maintenance Site Plan Exhibit illustrates which services are being maintained by the CFD.
Tax Zone 22B would have a maximum annual tax of $979 per unit. This tax rate includes a Maximum Special Tax A of $879 per unit per year for maintenance services of public facilities and a Maximum Annual Special Tax B (Contingent) of $100 per unit per year. The maximum annual tax rate is proposed to escalate each year at the greater of CPI or 2%. The attached CFD Maintenance Site Plan Exhibit illustrates which services are being maintained by the CFD.
Tax Zone 22C would have a maximum annual tax of $979 per unit. This tax rate includes a Maximum Special Tax A of $879 per unit per year for maintenance services of public facilities and a Maximum Annual Special Tax B (Contingent) of $100 per unit per year. The maximum annual tax rate is proposed to escalate each year at the greater of CPI or 2%. The attached CFD Maintenance Site Plan Exhibit illustrates which services are being maintained by the CFD.
The Owner submitted a "Consent and Waiver" form on file in the City Clerk's Office and provided as Attachment 6 to:
•hold the election and declare election results; and
•consent to the shortening of election time requirements; and •waive analysis and arguments; and
•waive all notice requirements relating to the conduct of the election immediately following the public hearing.
A copy of the boundary map entitled "Annexation Map No. 22, Community Facilities District No. 2017-1 (Maintenance Services)" was recorded on August 9, 2023, in Book 91 of Maps of Assessment and Community Facilities Districts at Page 60-62, in the office of the Riverside County Recorder.
STRATEGIC PLAN OBJECTIVE
Safe and Vibrant Community
Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 2
Menifee Mayor and City Council
September 6, 2023
Page
689 of 763
City of Menifee Staff Report
CFD 2017-1 Annex 22 – Cimarron Ridge
September 6, 2023
1 7
5 4
FISCAL IMPACT
The individual property owners in the CFD will be responsible for annual payments of special taxes. Upon full completion of each zone, there will be an annual collection of special tax revenues to be used to pay for maintenance costs. The estimated amounts per zone are as follows, Tax Zone 22A in the amount of $426,798, Tax Zone 22B in the amount of $101,964, and Tax Zone 22C in the amount of $217,113. None of these estimates include Maximum Annual Special Tax B (Contingent).
On June 1 of each year, every taxable unit for which a building permit has been issued within the boundaries of the CFD, will be subject to the special tax for the ensuing fiscal year. If the anticipated costs of maintaining the facilities in any given fiscal year, prior to buildout of the project, exceeds the special tax revenues available from parcels for which building permits have been issued, then the special tax may also be applied to property with recorded final subdivision maps, as well as other undeveloped property within the boundaries of the CFD.
All costs associated with annexation into the CFD have been borne by the Developer. By annexing into the CFD, the costs of maintaining improvements located within the development will be financed through special taxes levied on the parcels within CFD No. 2017-1 and not through the City’s General Fund.
ATTACHMENTS
1. Project Location Map
2. Resolution Calling the Election
3. Resolution Declaring Election Results
4. Certificate of Registered Voters
5. Ordinance
6. Signed Petition, Waiver and Consent for Annexation
7. Maintenance Site Plan Exhibit
Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 3
Menifee Mayor and City Council
September 6, 2023
Page
690 of 763
CHAMBERS AVE
SUN
CITYBLVD
MURRIETA
RD
MCLAUGHLIN RD
MCCALL BLVD
ETHANAC RD
LALADERA
RD
MONUMENT
PKWY
EVANS
RD
BARNETT
RD
VALLEY
BLVD
BRANDYWINE DR
GOLDENROD AV E
BYERS RD
BYERS AVE
CORSICA LN
COYOTECIR LESSER LN
TROY LN
^_ MENIFEE
RD
NEWPORT RD
ETHANAC RD
NORMANDY RD
SHERMAN
RD
MURRIETA
RD
MCLAUGHLIN RD
OREGONPL
GOE TZ
RD
JUNO ST
LAZY CREEK RD
ENCANTO
DR
CHAMPIONS DR
MONUM ENT PKWY
SUNCITYBLVDEVANS RD
GROSSEPOINTDR
CANNONDR
VALLEY
BLVD
CASAB
ONITA AVE
GOLDENROD AVE
GEARY
ST
ALD ERGATE DR
EASTDR
JUNIPERO RD
ASPEL RD
BARNETT RD
CANYON DR
NORTH LOOPRD
§¨¦215
CFD NO. 2017-1 (MAINTENANCE SERVICES)
ANNEXATION NO. 22
PROJECT MAP
Item Title: 11.3
Ordinance Introduction and Annexation No. 22, Cimarron Ridge, into Community Facilities District 2017-1 (Maintenance Services) Item Page Number: 4
Menifee Mayor and City Council
September 6, 2023
Page
691 of 763
RESOLUTION NO. 23-____
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MENIFEE, CALIFORNIA,
CALLING AN ELECTION TO SUBMIT TO THE QUALIFIED ELECTORS THE
QUESTION OF LEVYING A SPECIAL TAX WITHIN THE AREA PROPOSED TO BE ANNEXED TO COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) (ANNEXATION NO. 22), TRACT NOS. 36658-1 THRU 36658-7 WHEREAS, pursuant to the Mello-Roos Community Facilities Act of 1982 ( “Act”), on December 6, 2017, the City Council ( “City Council”) of the City of Menifee (the “City”) approved Resolution No. 17- 658 establishing Community Facilities District No. 2017-1 (Maintenance Services) of the City of Menifee, County of Riverside, State of California ( “CFD No. 2017-1”) for the purpose of levying special taxes on parcels of taxable property therein for the purpose of providing certain services ( “Services”) which are necessary to meet increased demands placed upon the City as a result of the development of said parcels; and
WHEREAS, the City Council called a special election for December 6, 2017, at which the questions of levying a special tax and establishing an appropriations limit with respect to CFD No. 2017- 1 were submitted to the qualified electors within CFD No. 2017-1; and WHEREAS, at a special election held on December 6, 2017, more than two-thirds (⅔) of all votes cast were cast in favor of the levy of a special tax and the establishment of an appropriations limit, as determined by the City Council in Resolution No. 17-658, which was duly adopted on December 6, 2017; and
WHEREAS, the City Council is authorized by Article 3.5 (commencing with Section 53339) of Chapter 2.5 of Part 1 of Division 2 of Title 5 of the Government Code to annex territory into an existing community facilities district by complying with the procedures set forth in said Article 3.5; and WHEREAS, the City Council on August 2, 2023, duly adopted Resolution No. 23-1349 (“Resolution of Intention”) declaring its intention to annex certain territory to the CFD No. 2017-1 and to levy a special tax within that territory to pay for certain services and setting a time and place for the public hearing on the proposed annexation for September 6, 2023; and WHEREAS, the territory proposed to be annexed is identified in a map entitled “Annexation Map No. 22, Community Facilities District No. 2017-1 (Maintenance Services)” a copy of which was recorded, on August 9, 2023, in Book 91 of Maps of Assessment and Community Facilities Districts at Page 60-62, in the office of the Riverside County Recorder; and
WHEREAS, pursuant to the Act and the Resolution of Intention, a noticed public hearing was convened by the City Council on September 6, 2023, not earlier than the hour of 6:00 p.m. at the City Hall located at 29844 Haun Road, Menifee, California 92586, at which hearing all interested persons were given the opportunity to appear and be heard on the proposed annexation of said territory to the CFD No. 2017-1 and the levy of special taxes within said territory proposed to be annexed. If and to the extent participation in the September 6, 2023, meeting must occur by teleconference, videoconference, or other electronic means authorized by the Ralph M. Brown Act or an Executive Order of the Governor of California, the means and methods for participating the meeting shall be posted on the Agenda for said meeting, which shall be posted at least 72 hours prior to the meeting on the City of Menifee (www.cityofmenifee.us), and outside of City Hall at 29844 Haun Road, Menifee, California 92586. A copy of the Agenda will be made available upon request to the Menifee City Clerk's office at 951-723-3471; and
1 Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 5
Menifee Mayor and City Council
September 6, 2023
Page
692 of 763
Resolution Calling an Election Annex 22
WHEREAS, written protests have not been filed by fifty percent (50%) or more of the registered voters residing within the CFD No. 2017-1, or by fifty percent (50%) or more of the registered voters residing within the territory proposed to be annexed, or by the owners of one-half (½) or more of the area within the CFD No. 2017-1, or by the owners of one-half (½) or more of the territory proposed to be annexed; and
WHEREAS, the City Council has determined that there are fewer than twelve (12) registered voters residing in the territory proposed to be annexed to the CFD No. 2017-1 and that the qualified electors in such territory are the landowners; and
WHEREAS, on the basis of all of the foregoing, the City Council has determined at this time to call an election to authorize the annexation of territory to the CFD No. 2017-1 and the levying of a special tax as described in Exhibit A attached hereto; and
WHEREAS, the City Council has received a written instrument from each landowner in the territory proposed to be annexed to the CFD No. 2017-1 consenting to the shortening of election time requirements, waiving analysis and arguments, and waiving all notice requirements relating to the conduct of the election; and
WHEREAS, the City Clerk has concurred with the election date set forth herein.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Menifee, California acting as the legislative body of Community Facilities District No. 2017-1 (Maintenance Services) of the City of Menifee, determine and order as follows:
Section 1.
Section 2.
Recitals. The foregoing recitals are true and correct.
Confirmation of Finding in Resolution of Intention. The City Council reconfirms all of its findings and determinations as set forth in the Resolution of Intention.
Section 3. Findings Regarding Protests. The City Council finds and determines that written protests to the proposed annexation of territory to the CFD No. 2017-1 and the levy of the special tax within such territory are insufficient in number and in amount under the Act, and the City Council hereby further orders and determines that all such protests are hereby overruled.
Section 4.
Section 5.
Findings Regarding Prior Proceedings. The City Council finds and determines that all prior proceedings had and taken by the City Council with respect to the annexation of territory to the CFD No. 2017-1 are valid and in conformity with the requirements of the Act.
Levy of Special Tax. As stated in the Resolution of Intention, except where funds are otherwise available, subject to the approval of the qualified electors of territory proposed to be annexed to the CFD No. 2017-1, a special tax sufficient to pay the costs of the Services (including incidental expenses as described in the Resolution of Intention), secured by recordation of a continuing lien against all nonexempt real property in CFD No. 2017-1, will be levied annually in CFD No. 2017-1. The rate and method of apportionment, and manner of collection of the special tax are specified in Exhibit A hereto.
Section 6. Apportionment of Tax. The special tax as apportioned to each parcel is based on the cost of making the Services available to each parcel, or other reasonable basis, and is not based on or upon the ownership of real property.
2 Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 6
Menifee Mayor and City Council
September 6, 2023
Page
693 of 763
Resolution Calling an Election Annex 22
Section 7. Tax Roll Preparation. The office of the Public Works Director, 29844 Haun Road, Menifee, California 92586, is hereby designated as the office that will be responsible for annually preparing a current roll of special tax levy obligations by assessor’s parcel number and that will be responsible for estimating future special tax levies pursuant to Government Code section 53340.2. The Public Works Director may cause these functions to be performed by his or her deputies, assistants, or other designated agents.
Section 8.
Section 9.
Accountability Measures. Pursuant to Government Code section 50075.1, the City shall create a separate account into which special tax proceeds will be deposited; and the Public Works Director annually shall prepare and file a report with the City Council that will state (a) the amount of funds collected and expended and (b) the status of the Services financed in the CFD No. 2017-1.
Special Election; Voting Procedures. The City Council hereby submits the question of levying the special tax within the territory proposed to be annexed to the qualified electors of the territory proposed to be annexed, in accordance with and pursuant to the Act. The special election shall be held on September 6, 2023, and shall be conducted as follows:
(A). Qualified Electors. The City Council hereby determines that the Services are necessary to meet increased demands placed upon the City as a result of development occurring within the boundaries of the territory proposed to be annexed into CFD No. 2017-1. Because fewer than 12 registered voters reside within the territory proposed to be annexed to the CFD No. 2017-1 on July 17, 2023, (a date within the 90 days preceding the close of the public hearing on the territory proposed to be annexed to the CFD No. 2017-1), the qualified electors shall be the landowners within the territory proposed to be annexed to the CFD No. 2017-1, and each landowner who was the owner of record at the close of the hearing shall have one vote for each acre or portion of an acre of land that such landowner owns within the territory proposed to be annexed to the CFD No. 2017-1.
(B). Consolidation of Elections; Combination of Propositions on Ballot. The election on the question of levying the special tax and establishing an appropriations limit for the CFD No. 2017-1 shall be consolidated, and the two propositions shall be combined into a single ballot proposition for submission to the voters, as authorized by Government Code Section 53353.5.
(C). Mail Ballot Election. Pursuant to Government Code section 53327.5, the election shall be conducted as a mail ballot election. The City Council hereby ratifies the City Clerk’s delivery of a ballot to each landowner within the territory proposed to be annexed to the CFD No. 2017-1. The City Council hereby ratifies the form of the ballot, which is attached hereto as Exhibit B.
(D). Return of Ballots. The City Clerk shall accept the ballots of the landowners up to 6:00 p.m. on September 6, 2023. The City Clerk shall have available ballots that may be marked at the City Clerk’s office on the election day by voters. Once all qualified electors have voted, the City Clerk may close the election.
(E). Canvass of Election. The City Clerk shall commence the canvass of the returns of the special election as soon as the election is closed (on September 6, 2023, or when all qualified electors have voted) at the City Clerk’s office. At the conclusion of the canvass, the City Clerk shall declare the results of the election. 3 Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 7
Menifee Mayor and City Council
September 6, 2023
Page
694 of 763
Resolution Calling an Election Annex 22
(F). Declaration of Results. The City Council shall declare the results of the special election following the completion of the canvass of the returns and shall cause to be inserted into its minutes a statement of the results of the special election as ascertained by the canvass of the returns.
Section 10. General Authorization with Respect to the Election. The officers, employees, and agents of the City are hereby authorized and directed to take all actions and do all things which they, or any of them, may deem necessary or desirable to accomplish the purposes of this Resolution and not inconsistent with the provisions hereof. All actions heretofore taken by the officers, employees, and agents of the City that are in conformity with the purposes and intent of this Resolution are hereby ratified, confirmed, and approved in all respects.
Section 11. Filing of Resolution and Map with City Clerk. The City Council hereby directs the City Clerk to file a copy of this Resolution and the annexation map of the boundaries of CFD No. 2017-1 in his/her office.
Section 12. Effective Date. This Resolution shall take effect immediately upon its adoption.
PASSED, APPROVED AND ADOPTED this 6th day of September, 2023 ___________________________
Bill Zimmerman, Mayor
Attest:
___________________________
Sarah Manwaring, City Clerk
Approved as to form:
___________________________
Jeffrey T. Melching, City Attorney
4 Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 8
Menifee Mayor and City Council
September 6, 2023
Page
695 of 763
EXHIBIT "A"
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES)
OF THE CITY OF MENIFEE
A Special Tax (the “Special Tax”) shall be levied on and collected from each Assessor’s Parcel (defined below) in Community Facilities District No. 2017-1 (Maintenance Services) (the “CFD No. 2017-1” or “CFD”; defined below), in each Fiscal Year, (defined below), commencing in the Fiscal Year beginning July 1, 2018, in an amount determined by the City Council of the City of Menifee, acting in its capacity as the legislative body of CFD No. 2017-1, by applying the rate and method of apportionment set forth below. All of the real property in CFD No. 2017-1, unless exempted by law or by the provisions herein, shall be taxed to the extent and in the manner provided herein.
A. DEFINITIONS
“Acre” or “Acreage” means the land area of an Assessor’s Parcel as shown on any Assessor’s Parcel Map, or if the land area is not shown on the Assessor’s Parcel Map, the land area as shown on the applicable Final Map, or if the area is not shown on the applicable Final Map, the land area shall be calculated by the Administrator.
“Administrative Expenses” means the actual or reasonably estimated costs directly related to the formation, annexation, and administration of CFD No. 2017-1 including, but not limited to: the costs of computing the Special Taxes and preparing the annual Special Tax collection schedules (whether by the City or designee thereof or both); the costs to the City, CFD No. 2017-1, or any designee thereof associated with fulfilling the CFD No. 2017-1 disclosure requirements; the costs associated with responding to public inquiries regarding the Special Taxes; the costs of the City, CFD No. 2017-1 or any designee thereof related to an appeal of the Special Tax; and the City's annual administration fees including payment of a proportional share of City overhead and salaries and benefits of any City employees whose duties are related to the administration of CFD No. 2017-1 and third party expenses related to CFD No. 2017-1. Administrative Expenses shall also include amounts estimated or advanced by the City or CFD No. 2017-1 for any other administrative purposes of CFD No. 2017-1, including attorney's fees and other costs related to commencing and pursuing to completion any foreclosure of delinquent Special Taxes.
“Administrator” means the City Manager of the City of Menifee, or his or her designee. “Approved Property” means all Assessor’s Parcels of Taxable Property that are included in a Final Map that was recorded prior to the March 1 preceding the Fiscal Year in which the Special Tax is being levied, and that have not been issued a building permit on or prior to the June 1 preceding the Fiscal year in which the special tax is being levied.
“Assessor’s Parcel” means a lot or parcel of land that is identifiable by an Assessor’s Parcel Number by the County Assessor of the County of Riverside.
“Assessor’s Parcel Map” means an official map of the Assessor of the County designating parcels by Assessor’s Parcel Number.
“Assessor’s Parcel Number” means that identification number assigned to a parcel by the County Assessor of the County.
“Building Square Footage” or “BSF” means the floor area square footage reflected on the original City of Menifee 1
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 9
Menifee Mayor and City Council
September 6, 2023
Page
696 of 763
construction building permit issued for construction of a building of Non-Residential Property and any Building Square Footage subsequently added to a building of such Non-Residential Property after issuance of a building permit for expansion or renovation of such building. “Calendar Year” means the period commencing January 1 of any year and ending the following December 31.
“CFD” or “CFD No. 2017-1” means the City of Menifee Community Facilities District No. 2017-1 (Maintenance Services).
“City” means the City of Menifee.
“Contingent Services” means services permitted under the Mello-Roos Community Facilities Act of 1982 including, without limitation, those services authorized to be funded by CFD No. 2017-1 as set forth in the documents adopted by the City Council at the time the CFD was formed to be provided by the City in the event the Administrator makes a determination pursuant to Section C(2) that a Property Owners’ Association fails to adequately provide such services.
“County” means the County of Riverside.
“Developed Property” means all Assessor’s Parcels of Taxable Property for which a building permit for new construction has been issued on or prior to June 1 preceding the Fiscal Year in which the Special Tax is being levied.
“Exempt Property” means all Assessors’ Parcels designated as being exempt from the Special Tax as provided for in Section G.
“Final Map” means a subdivision of property by recordation of a final map, parcel map, or lot line adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq.) or recordation of a condominium plan pursuant to California Civil Code 1352 that creates individual lots for which building permits may be issued without further subdivision. “Fiscal Year” means the period from and including July 1st of any year to and including the following June 30th.
“Land Use Category” or “LUC” means any of the categories contained in Section B hereof to which an Assessor’s Parcel is assigned consistent with the land use approvals that have been received or proposed for the Assessor’s Parcel as of June 1 preceding the Fiscal Year in which the Special Tax is being levied. “Maximum Special Tax” means either Maximum Special Tax A and/or Maximum Special Tax B (Contingent), as applicable.
“Maximum Special Tax A” means for each Assessor’s Parcel and each Fiscal Year, the maximum Special Tax A, as determined in accordance with Section C below that can be levied on such Assessor’s Parcel in such Fiscal Year.
“Maximum Special Tax B (Contingent)” means for each Assessor’s Parcel and each Fiscal Year, the maximum Special Tax B (Contingent), as determined in accordance with Section C below that can be levied on such Assessor’s Parcel in such Fiscal Year.
City of Menifee 2
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 10
Menifee Mayor and City Council
September 6, 2023
Page
697 of 763
“Multi-Family Residential Property” or “MFR” means any Assessor’s Parcel of Residential Property upon which a building or buildings comprised of attached Residential Units sharing at least one common wall with another unit are constructed or are intended to be constructed. “Non-Residential Property” or “NR” means all Assessor's Parcels of Taxable Property for which a building permit(s) was issued for a non-residential use. The Administrator shall make the determination if an Assessor’s Parcel is Non-Residential Property.
“Property Owner’s Association” or “POA” means the property owner’s association or homeowner’s association established to maintain certain landscaping within a Tax Zone. “Proportionately” means for Taxable Property that is: (i) Developed Property, that the ratio of the actual Special Tax levy to the Maximum Special Tax is the same for all Parcels of Developed Property, (ii) Approved Property, that the ratio of the actual Special Tax levy to the Maximum Special Tax is the same for all Parcels of Approved Property, and (iii) Undeveloped Property that the ratio of the actual Special Tax levy per acre to the Maximum Special Tax per acre is the same for all Parcels of Undeveloped Property.
“Residential Unit” or "RU" means a residential unit that is used or intended to be used as a domicile by one or more persons, as determined by the Administrator. “Residential Property” means all Assessor’s Parcels of Taxable Property upon which Residential Units have been constructed or are intended to be constructed or for which building permits have been or may be issued for purposes of constructing one or more Residential Units. “Service(s)” means services permitted under the Mello-Roos Community Facilities Act of 1982 including, without limitation, those services authorized to be funded by CFD No. 2017-1 as set forth in the documents adopted by the City Council at the time the CFD was formed as identified in Appendix B. “Single Family Residential Property” or “SFR” means any Residential Property other than Multi-Family Residential Property on an Assessor’s Parcel.
“Special Tax(es)” means the Special Tax A or Special Tax B (Contingent) to be levied in each Fiscal Year on each Assessor’s Parcel of Taxable Property.
“Special Tax A” means the annual special tax to be levied in each Fiscal Year on each Assessor’s Parcel of Taxable Property to fund the Special Tax A Requirement. "Special Tax A Requirement" means for each Tax Zone that amount to be collected in any Fiscal Year to pay for certain costs as required to meet the needs of such Tax Zone within CFD No. 2017-1 in both the current Fiscal Year and the next Fiscal Year. The costs to be covered shall be the direct costs for maintenance services including but not limited to (i) maintenance and lighting of parks, parkways, streets, roads and open space, (ii) maintenance and operation of water quality improvements, (iii) public street sweeping, (iv) fund an operating reserve for the costs of Services as determined by the Administrator, and (v) Administrative Expenses. Under no circumstances shall the Special Tax A Requirement include funds for Bonds.
“Special Tax B (Contingent)” means the annual special tax to be levied in each Fiscal Year on each Assessor’s Parcel of Taxable Property to fund the Special Tax B (Contingent) Requirement, if required.
City of Menifee 3
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 11
Menifee Mayor and City Council
September 6, 2023
Page
698 of 763
“Special Tax B (Contingent) Requirement” means that amount required in any Fiscal Year, if the POA is unable to maintain the Contingent Service(s) to: (i) pay the costs of Contingent Services incurred or otherwise payable in the Calendar Year commencing in such Fiscal Year; (ii) fund an operating reserve for the costs of Contingent Services as determined by the Administrator; less a credit for funds available to reduce the annual Special Tax B (Contingent) levy as determined by the Administrator. "Taxable Property" means all Assessor’s Parcels within CFD No. 2017-1, which are not Exempt Property. “Taxable Unit” means a Residential Unit, Building Square Footage, or an Acre. "Tax Zone" means a mutually exclusive geographic area, within which particular Special Tax rates may be levied pursuant to this Rate and Method of Apportionment of Special Tax. Appendix C identifies the Tax Zone in CFD No. 2017-1 at formation; additional Tax Zones may be created when property is annexed into the CFD.
"Tax Zone 1" means the specific geographic area identified on the CFD Boundary Map as Tax Zone 1. "Tract(s)" means an area of land; i) within a subdivision identified by a particular tract number on a Final Map, ii) identified within a Parcel Map; or iii) identified within lot line adjustment approved for subdivision.
“Undeveloped Property” means, for each Fiscal Year, all Taxable Property not classified as Developed Property or Approved Property.
B. ASSIGNMENT TO LAND USE CATEGORIES
For each Fiscal Year, all Assessor’s Parcels of Taxable Property within CFD No. 2017-1 shall be classified as Developed Property, Approved Property, or Undeveloped Property, and shall be subject to the levy of Special Taxes as determined pursuant to Sections C and D below. Assessor’s Parcels of Developed Property and Approved Property shall be classified as either Residential Property or Non-Residential Property. Residential Property shall be further classified as Single Family Residential Property or Multi- Family Residential Property and the number of Residential Units shall be determined by the Administrator.
C. MAXIMUM SPECIAL TAX RATES
For purposes of determining the applicable Maximum Special Tax for Assessor’s Parcels of Developed Property and Approved Property which are classified as Residential Property, all such Assessor’s Parcels shall be assigned the number of Residential Unit(s) constructed or to be constructed thereon as specified in or shown on the building permit(s) issued or Final Map as determined by the Administrator. Once a single family attached or multi-family building or buildings have been built on an Assessor's Parcel, the Administrator shall determine the actual number of Residential Units contained within the building or buildings, and the Special Tax A levied against the Assessor’s Parcel in the next Fiscal Year shall be calculated by multiplying the actual number of Residential Units by the Maximum Special Tax per Residential Unit for the Tax Zone below or as included in Appendix A as each annexation occurs.
For purposes of determining the applicable Maximum Special Tax for Assessor’s Parcels of Developed Property and Approved Property which are classified as Non-Residential Property, all such Assessor’s Parcels shall be assigned the number of Building Square Footage or Acres as shown on the Final Map as determined by the Administrator. Once the Administrator determines the actual number of City of Menifee 4
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 12
Menifee Mayor and City Council
September 6, 2023
Page
699 of 763
Building Square Footage or Acres for the Assessor’s Parcels, the Special Tax A levied against the Assessor’s Parcel in the next Fiscal Year shall be calculated by multiplying the number of Building Square Footage or Acres by the Maximum Special Tax per Taxable Unit identified for the applicable Tax Zone below or as included in Appendix A as each annexation occurs.
1. Special Tax A
a. Developed Property
(i) Maximum Special Tax A
The Maximum Special Tax A for each Assessor’s Parcel of Developed Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2017-1, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax A for the Tax Zones annexed and included in Appendix A. The Maximum Special Tax A for Developed Property for Fiscal Year 2018-19 within Tax Zone 1 is identified in Table 1 below:
TABLE 1
MAXIMUM SPECIAL TAX A RATES
DEVELOPED PROPERTY
Tax
Zone
Taxable
Unit
RU
RU
Acre
Maximum
Special Tax A
$158
$158
$1,714
Tract Land Use Category
Single Family Residential Property
Multi-Family Residential Property
Non-Residential Property
TR 36299-1
& PM 95041
(ii) Increase in the Maximum Special Tax A
On each July 1, commencing on July 1, 2019 the Maximum Special Tax A for Developed Property shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater. (iii) Multiple Land Use Categories
In some instances, an Assessor's Parcel of Developed Property may contain more than one Land Use Category. The Maximum Special Tax A that can be levied on an Assessor's Parcel shall be the sum of the Maximum Special Tax A that can be levied for each Land Use Category located on that Assessor's Parcel. For an Assessor's Parcel that contains more than one land use, the Acreage of such Assessor's Parcel shall be allocated to each type of property based on the amount of Acreage designated for each land use as determined by reference to the site plan approved for such Assessor's Parcel. The Administrator's allocation to each type of property shall be final.
b. Approved Property
The Maximum Special Tax A for each Assessor’s Parcel of Approved Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2017-1, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax A for the Tax Zone annexed and included in Appendix A. The Maximum Special Tax A for Approved Property for Fiscal Year 2018-19 within Tax Zone 1 is identified in Table 2 below:
City of Menifee 5
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 13
Menifee Mayor and City Council
September 6, 2023
Page
700 of 763
TABLE 2
MAXIMUM SPECIAL TAX A RATES
APPROVED PROPERTY
Tax
Zone
Taxable
Unit
RU
RU
Acre
Maximum
Special Tax A
$158
$158
$1,714
Tract Land Use Category
Single Family Residential Property
Multi-Family Residential Property
Non-Residential Property
TR 36299-1
& PM 95041
On each July 1, commencing on July 1, 2019 the Maximum Special Tax A for Approved Property shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
c. Undeveloped Property
The Maximum Special Tax A for each Assessor’s Parcel of Undeveloped Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2017-1, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax A for the Tax Zone annexed and included in Appendix A. The Maximum Special Tax A for Undeveloped Property for Fiscal Year 2018-19 within Tax Zone 1 is identified in Table 3 below:
TABLE 3
MAXIMUM SPECIAL TAX A RATES
UNDEVELOPED PROPERTY
Tax Zone Tracts Taxable Unit Maximum Special Tax A
TR 36299-1
& PM 95041 Acre $1,515
On each July 1, commencing on July 1, 2019 the Maximum Special Tax A for Undeveloped Property shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
2. Special Tax B (Contingent)
The City Council shall levy Special Tax B (Contingent) only in the event the POA defaults in its obligation to maintain the Contingent Services, which default shall be deemed to have occurred, as determined by the Administrator, in each of the following circumstances:
(a) The POA files for bankruptcy;
(b) The POA is dissolved;
(c) The POA ceases to levy annual assessments for the Contingent Services; or (d) The POA fails to provide the Contingent Services at the same level as the City provides similar services and maintains similar improvements throughout the City and within ninety (90) days after written notice from the City, or such longer period permitted by the City Manager, fails to remedy the deficiency to the reasonable satisfaction of the City Council. a. Developed Property
City of Menifee 6
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 14
Menifee Mayor and City Council
September 6, 2023
Page
701 of 763
(i) Maximum Special Tax B (Contingent)
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Taxable Property is shown in Table 4 and shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2017-1, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax B (Contingent) for the Tax Zones annexed and included in Appendix A. The Maximum Special Tax B (Contingent) for Fiscal Year 2018-19 within Tax Zone 1 is identified in Table 4 below:
TABLE 4
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
DEVELOPED PROPERTY
Maximum
Special Tax B
(Contingent)
Tax
Zone
Taxable
Unit
RU
RU
Acre
Tract Land Use Category
Single Family Residential Property
Multi-Family Residential Property
Non-Residential Property
$0
$0
$0
TR 36299-1
& PM 95041
(ii) Increase in the Maximum Special Tax B (Contingent) On each July 1, commencing on July 1, 2019 the Maximum Special Tax B (Contingent) for Developed Property shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater. (iii) Multiple Land Use Categories
In some instances, an Assessor's Parcel of Developed Property may contain more than one Land Use Category. The Maximum Special Tax B (Contingent) that can be levied on an Assessor's Parcel shall be the sum of the Maximum Special Tax B (Contingent) that can be levied for each Land Use Category located on that Assessor's Parcel. For an Assessor's Parcel that contains more than one land use, the Acreage of such Assessor's Parcel shall be allocated to each type of property based on the amount of Acreage designated for each land use as determined by reference to the site plan approved for such Assessor's Parcel. The Administrator's allocation to each type of property shall be final.
b. Approved Property
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Approved Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2017- 1, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax B (Contingent) for the Tax Zone annexed and included in Appendix A. The Maximum Special Tax B (Contingent) for Fiscal Year 2018-19 within Tax Zone 1 is identified in Table 5 below:
City of Menifee 7
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 15
Menifee Mayor and City Council
September 6, 2023
Page
702 of 763
TABLE 5
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
APPROVED PROPERTY
Maximum
Special Tax BTax Taxable
Zone Tract Land Use Category
Single Family Residential Property
Multi-Family Residential Property
Non-Residential Property
Unit
RU
RU
Acre
(Contingent)
$0
$0
$0
TR 36299-1
& PM 95041
On each July 1, commencing on July 1, 2019 the Maximum Special Tax B (Contingent) for Approved Property shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
c. Undeveloped Property
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Undeveloped Property shall be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2017- 1, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax B (Contingent) for the Tax Zone annexed and included in Appendix A. The Maximum Special Tax B (Contingent) for Fiscal Year 2018-19 within Tax Zone 1 is identified in Table 6 below:
TABLE 6
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
UNDEVELOPED PROPERTY
Maximum Special
Tax B (Contingent)Tax Zone Tracts Taxable Unit
TR 36299-1
& PM 95041 Acre $0
On each July 1, commencing on July 1, 2019 the Maximum Special Tax B (Contingent) for Undeveloped Property shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
D. METHOD OF APPORTIONMENT OF ANNUAL SPECIAL TAX
1. Special Tax A
Commencing with Fiscal Year 2018-19 and for each following Fiscal Year, the City Council shall determine the Special Tax A Requirement for each Tax Zone and shall levy the Special Tax A on all Assessor’s Parcels of Taxable Property within such Tax Zone until the aggregate amount of Special Tax A equals the Special Tax A Requirement for such Tax Zone. The Special Tax A shall be levied for each Fiscal Year as follows:
First: The Special Tax A shall be levied Proportionately on all Assessor’s Parcels of Developed Property up to 100% of the applicable Maximum Special Tax A to satisfy the Special Tax A Requirement; Second: If additional moneys are needed to satisfy the Special Tax A Requirement after the first step has been completed, the Special Tax A shall be levied Proportionately on each Parcel of Approved City of Menifee 8
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 16
Menifee Mayor and City Council
September 6, 2023
Page
703 of 763
Property at up to 100% of the Maximum Special Tax A for Approved Property; Third: If additional monies are needed to satisfy the Special Tax A Requirement after the first two steps has been completed, the Special Tax A shall be levied Proportionately on all Assessor’s Parcels of Undeveloped Property up to 100% of the Maximum Special Tax A for Undeveloped Property.
2. Special Tax B (Contingent)
Commencing with the first Fiscal Year in which Special Tax B (Contingent) is authorized to be levied and for each following Fiscal Year, the City Council shall determine the Special Tax B (Contingent) Requirement for each Tax Zone, if any, and shall levy the Special Tax on all Assessor’s Parcels of Taxable Property within such Tax Zone until the aggregate amount of Special Tax B (Contingent) equals the Special Tax B (Contingent) Requirement for such Tax Zone. The Special Tax B (Contingent) shall be levied for each Fiscal Year as follows:
First: The Special Tax shall be levied Proportionately on all Assessor’s Parcels of Developed Property up to 100% of the applicable Maximum Special Tax B (Contingent) to satisfy the Special Tax B (Contingent) Requirement;
Second: If additional moneys are needed to satisfy the Special Tax B (Contingent) Requirement after the first step has been completed, the Special Tax B (Contingent) shall be levied Proportionately on each Parcel of Approved Property at up to 100% of the Maximum Special Tax B (Contingent) for Approved Property;
Third: If additional monies are needed to satisfy the Special Tax B (Contingent) Requirement after the first two steps has been completed, the Special Tax B (Contingent) shall be levied Proportionately on all Assessor’s Parcels of Undeveloped Property up to 100% of the Maximum Special Tax B (Contingent) for Undeveloped Property.
E. FUTURE ANNEXATIONS
It is anticipated that additional properties will be annexed to CFD No. 2017-1 from time to time. As each annexation is proposed, an analysis will be prepared to determine the annual cost for providing Services to such properties. Based on this analysis, any properties to be annexed, pursuant to California Government Code section 53339 et seq. will be assigned the appropriate Maximum Special Tax rates for the Tax Zone when annexed and included in Appendix A.
F. DURATION OF SPECIAL TAX
For each Fiscal Year, the Special Tax A shall be levied as long as the Services are being provided.
For each Fiscal Year, the Special Tax B (Contingent) shall be levied as long as the Contingent Services are being provided.
G. EXEMPTIONS
The City shall classify as Exempt Property within CFD No. 2017-1, all Assessor’s; (i) which are owned by, irrevocably offered for dedication, encumbered by or restricted in use by any public entity; (ii) with public or utility easements making impractical their utilization for other than the purposes set forth in the easement; (iii) which are privately owned but are encumbered by or restricted solely for public uses; or (iv) which are in use in the performance of a public function as determined by the Administrator.
City of Menifee 9
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 17
Menifee Mayor and City Council
September 6, 2023
Page
704 of 763
H. APPEALS
Any property owner claiming that the amount or application of the Special Taxes are not correct may file a written notice of appeal with the City not later than twelve months after having paid the first installment of the Special Tax that is disputed. The Administrator of CFD No. 2017-1 shall promptly review the appeal, and if necessary, meet with the property owner, consider written and oral evidence regarding the amount of the Special Tax, and rule on the appeal. If the Administrator’s decision requires that the Special Tax for an Assessor’s Parcel be modified or changed in favor of the property owner, a cash refund shall not be made, but an adjustment shall be made to the Special Tax on that Assessor’s Parcel in the subsequent Fiscal Year(s).
I. MANNER OF COLLECTION
The Special Tax shall be collected in the same manner and at the same time as ordinary ad valorem property taxes, provided, however, that CFD No. 2017-1 may collect the Special Tax at a different time or in a different manner if necessary to meet its financial obligations.
City of Menifee 10
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 18
Menifee Mayor and City Council
September 6, 2023
Page
705 of 763
APPENDIX A
CITY OF MENIFEE
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES)
COST ESTIMATE
Special Tax A Services - The estimate breaks down the costs of providing one year's maintenance services for Fiscal Year 2023-24. These services are being funded by the levy of Special Tax A for Community Facilities District No. 2017-1 Tax Zone 22A.
TAX ZONE 22A (SERVICES)
TR 36658-1, 36658-3, 36658-4, & 36658-7
Item
1 Description
Landscaping
Estimated Cost
$66,632
2 3
4 5
Lighting
Streets
Drainage
Parks
$62,271
$80,059
$70,354
$91,168
$3,5086 Trails
7 8
9 Graffiti
Reserves
Administration
$1,377
$32,531
$18,903
$426,803Total
Special Tax B Contingent Services – The estimate breaks down the costs of providing one year’s contingent maintenance services for Fiscal Year 2023-24. If necessary, these services will be funded by the levy of Special Tax B (Contingent) for Community Facilities District No. 2017-1 Tax Zone 22A.
TAX ZONE 22A (CONTINGENT SERVICES)
TR 36658-1, 36658-3, 36658-4, & 36658-7
Item
1 2
Description Estimated Cost
$30,782Drainage
Reserves $4,617
$1,6743 Administration
Total $37,073
TAX ZONE 22A
FY 2023-24 MAXIMUM SPECIAL TAX RATES
Land Use
Category
Developed
Taxable
Unit
Unit
Maximum
Special Tax A
$1,086
Maximum
Special Tax B
$100
Approved
Undeveloped
Unit
Acre
$1,086
$6,360
$100
$586
City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 11 Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 19
Menifee Mayor and City Council
September 6, 2023
Page
706 of 763
COST ESTIMATE
Special Tax A Services - The estimate breaks down the costs of providing one year's maintenance services for Fiscal Year 2023-24. These services are being funded by the levy of Special Tax A for Community Facilities District No. 2017-1 Tax Zone 22B.
TAX ZONE 22B (SERVICES)
TR 36658-2
Item
1 Description
Landscaping
Estimated Cost
$19,667
2 3
4 5
6 7
8 Lighting
Streets
Drainage
Parks
Trails
Graffiti
$11,381
$9,103
$20,766
$26,978
$1,035
$406
$7,988
$4,602
$101,926
Reserves
Administration9
Total
Special Tax B Contingent Services – The estimate breaks down the costs of providing one year’s contingent maintenance services for Fiscal Year 2023-24. If necessary, these services will be funded by the levy of Special Tax B (Contingent) for Community Facilities District No. 2017-1 Tax Zone 22B.
TAX ZONE 22B (CONTINGENT SERVICES)
TR 36658-2
Item Description Estimated Cost
1 2
3 Drainage
Reserves
Administration
$9,086
$1,363
$1,151
Total $11,600
TAX ZONE 22B
FY 2023-24 MAXIMUM SPECIAL TAX RATES
Land Use
Category
Developed
Taxable
Unit
Unit
Maximum
Special Tax A
Maximum
Special Tax B
$100$879
Approved
Undeveloped
Unit
Acre
$879
$3,589
$100
$409
City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 12 Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 20
Menifee Mayor and City Council
September 6, 2023
Page
707 of 763
COST ESTIMATE
Special Tax A Services - The estimate breaks down the costs of providing one year's maintenance services for Fiscal Year 2023-24. These services are being funded by the levy of Special Tax A for Community Facilities District No. 2017-1 Tax Zone 22C.
TAX ZONE 22C (SERVICES)
TR 36658-5 & 36658-6
Item
1 Description
Landscaping
Estimated Cost
$41,878
2 3
4 5
Lighting
Streets
Drainage
Parks
$24,233
$19,383
$44,217
$57,677
$2,2056 Trails
7 8
9 Graffiti
Reserves
Administration
$865
$17,010
$9,658
Total $217,126
Special Tax B Contingent Services – The estimate breaks down the costs of providing one year’s contingent maintenance services for Fiscal Year 2023-24. If necessary, these services will be funded by the levy of Special Tax B (Contingent) for Community Facilities District No. 2017-1 Tax Zone 22C.
TAX ZONE 22C (CONTINGENT SERVICES)
TR 36658-5 & 36658-6
Item
1 2
Description Estimated Cost
$19,346Drainage
Reserves $2,902
$2,4523 Administration
Total $24,700
TAX ZONE 22C
FY 2023-24 MAXIMUM SPECIAL TAX RATES
Land Use
Category
Developed
Taxable
Unit
Unit
Maximum
Special Tax A
Maximum
Special Tax B
$100$879
Approved
Undeveloped
Unit
Acre
$879
$5,823
$100
$663
City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 13 Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 21
Menifee Mayor and City Council
September 6, 2023
Page
708 of 763
MAXIMUM SPECIAL TAXES ASSIGNED TO EACH TAX ZONE
Fiscal
Year
Included
No. of
Taxable
Units
Maximum
Special Tax
A
Maximum
Special Tax B
(Contingent)
$0
Tax
Zone
Land Use
Category
SFR
Taxable
UnitTract Subdivider
Stark Menifee Land, LLC
Stark Menifee Land, LLC &
Menifee Multifamily, LLC
Several
426 RU $158
36299-1 &
PM 95041 2018-19 548 MFR RU $158 $0
27.68 65
161
NR
SFR
SFR
Acre
RU
RU
$1,714
$539
$727
$0
$43
$0
2 3
2020-21
2020-21
TR 37576
TR 28859
Meritage Homes
Woodside O5S
Lennar Homes of
California, Inc.
Strata Holland, LLC
Meritage Homes of
California, Inc.
4 5
6 7
2020-21
2020-21
2021-22
2022-23
TTM 31098
TTM 36852
TTM 37668
TTM 31456
258
68 SFR
SFR
SFR
SFR
RU
RU
RU
RU
$878
$755
$765
$996
$0
$151
$295
$0
175
176 RCFC Investments, LLC
Diamond Brother Five
Partnership, LP and Pulte
Home Company, LLC
D.R. Horton Los Angeles
Holding Company, Inc.
Briggs & 74, LLC
TR 32102 &
TR 32102-18 2021-22 256 SFR RU $674 $0
9 2021-22
2022-23
TTM 37400
TPM 37380
174 SFR
NR
RU $703 $0
10 11
3.62 Acre $3,588 $1,646
To Be Determined
TR 37408 &
TR 37409
TR 36803
12 13
14 2022-23
2022-23
2022-23
1,022
80 SFR
SFR
SFR
RU
RU
RU
$963 $5 BLC Fleming LLC
$556
$281
$171
$45
FPG Sun Menifee 80 LLC
FPG Tricon Menifee
Property LLCTR 32628 303
Boulders Menifee LLC15 2022-23 PLN 20-0167 9.92 MFR/NR Acre $3,865 $2,375 16 17
18 19
20 21
2022-23
2023-24
2023-24
2023-24
LLA 17-007
PM 37145
TR 37131
12.48 4.82
305
MFR
NR
SFR
NR
Acre
Acre
RU
$3,273
$3,137
$533
$2,119
$0
$38
$0
Jefferson Menifee, LLC
VSK Investments, LLC
AG EHC II (LEN) CA 1, LP
DSMD Cajun PropertiesPLN 22-0199 0.96 Acre $2,995
To Be Determined
To Be Determined
TR 36658-1,
-3, -4, & -7
TR 36658-2
TR 36658-5
& 36658-6
22A
22B
22C
2023-24
2023-24
2023-24
393
116
247
SFR
SFR
SFR
RU
RU
RU
$1,086 $100
$100
$100
Pulte Home Company, LLC
Pulte Home Company, LLC
Pulte Home Company, LLC
$879
$879
ESCALATION OF MAXIMUM SPECIAL TAXES
On each July 1, commencing on July 1, 2019 the Maximum Special Tax shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
City of Menifee 14
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 22
Menifee Mayor and City Council
September 6, 2023
Page
709 of 763
APPENDIX B
CITY OF MENIFEE
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES)
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2017-1, as provided by Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-way, public landscaping, public open spaces and other similar landscaped areas officially dedicated for public use. These services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which maintenance and lighting services may include, without limitation, furnishing of electrical power to street lights and traffic signals; repair and replacement of damaged or inoperative light bulbs, fixtures and standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities; maintenance of public signage; graffiti removal from and maintenance and repair of public structures situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or recreation program equipment or facilities situated on any park; and (b) maintenance and operation of water quality improvements which include storm drainage and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration basins, flood control channels, fossil fuel filters, and similar facilities. Maintenance services may include but is not limited to the repair, removal or replacement of all or part of any of the water quality improvements, fossil fuel filters within the public right-of-way including the removal of petroleum hydrocarbons and other pollutants from water runoff, or appurtenant facilities, clearing of inlets and outlets; erosion repairs; and cleanup to improvements, and other items necessary for the maintenance and servicing of the water quality basin improvements within flood control channel improvements; and (c) public street sweeping, on the segments of the arterials within the boundaries of CFD No. 2017-1; as well as local roads within residential subdivisions located within CFD No. 2017-1; and any portions adjacent to the properties within CFD No. 2017-1; and
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may be expended to pay “Administrative Expenses,” as said term is defined in the Rate and Method of Apportionment.
The above services may be financed by proceeds of the special tax of CFD No. 2017-1 only to the extent that they are in addition to those provided in the territory of CFD No. 2017-1 before CFD No. 2017-1 was created or those provided in the territory annexed to CFD No. 2017-1 before the territory was annexed, as applicable.
City of Menifee 15
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 23
Menifee Mayor and City Council
September 6, 2023
Page
710 of 763
APPENDIX C
CITY OF MENIFEE
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES)
PROPOSED BOUNDARIES
City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 16 Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 24
Menifee Mayor and City Council
September 6, 2023
Page
711 of 763
Item Title: 11.3
Ordinance Introduction and Annexation No. 22, Cimarron Ridge, into Community Facilities District 2017-1 (Maintenance Services) Item Page Number: 25
Menifee Mayor and City Council
September 6, 2023
Page
712 of 763
Item Title: 11.3
Ordinance Introduction and Annexation No. 22, Cimarron Ridge, into Community Facilities District 2017-1 (Maintenance Services) Item Page Number: 26
Menifee Mayor and City Council
September 6, 2023
Page
713 of 763
Item Title: 11.3
Ordinance Introduction and Annexation No. 22, Cimarron Ridge, into Community Facilities District 2017-1 (Maintenance Services) Item Page Number: 27
Menifee Mayor and City Council
September 6, 2023
Page
714 of 763
Item Title: 11.3
Ordinance Introduction and Annexation No. 22, Cimarron Ridge, into Community Facilities District 2017-1 (Maintenance Services) Item Page Number: 28
Menifee Mayor and City Council
September 6, 2023
Page
715 of 763
EXHIBIT "B"
CITY OF MENIFEE
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) ANNEXATION NO. 22
TAX ZONE 22A
(September 6, 2023)
This ballot is for the use of the authorized representative of the following owner of land within Community Facilities District No. 2017-1 (Maintenance Services) (“CFD No. 2017-1”) of the City of Menifee:
Name of Landowner Number of Acres Owned
103.8
Total Votes
104Pulte Home Company, LLC
According to the provisions of the Mello-Roos Community Facilities Act of 1982, and resolutions of the City Council (the “Council”) of the City of Menifee (the “City”), the above-named landowner is entitled to cast the number of votes shown above under the heading “Total Votes,” representing the total votes for the property owned by said landowner. The City has sent the enclosed ballot to you so that you may vote on whether or not to approve the special tax.
This special tax ballot is for the use of the property owner of the parcels identified below, which parcels are located within the territory proposed to be annexed to the CFD No. 2017-1, City of Menifee, County of Riverside, State of California. Please advise the Acting City Clerk, at (951) 672-6777 if the name set forth below is incorrect or if you are no longer one of the owners of these parcels. This special tax ballot may be used to express either support for or opposition to the proposed special tax. To be counted, this special tax ballot must be signed below by the owner or, if the owner is not an individual, by an authorized representative of the owner. The ballot must then be delivered to the Acting City Clerk, either by mail or in person, as follows:
Mail
Delivery: If by mail, place ballot in the return envelope provided, and mail no later than August 23, 2023, two calendar weeks prior to the date set for the election. Mailing later than this deadline creates the risk that the special tax ballot may not be received in time to be counted.
Personal
Delivery: If in person, deliver to the Acting City Clerk at any time up to 5:00 p.m. on September 6, 2023, at the Clerk’s office at 29844 Haun Road, City of Menifee, CA 92586.
However delivered, this ballot must be received by the Clerk prior to the close of the public meeting on September 6, 2023.
Very truly yours,
Stephanie Roseen
Acting City Clerk
City of Menifee
Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 29
Menifee Mayor and City Council
September 6, 2023
Page
716 of 763
TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.
OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner: Assessor’s Parcel Number(s):
Pulte Home Company, LLC
Attn: Darren Warren
27401 Los Altos, Suite 400
Mission Viejo, CA 92691
See Attached
CITY OF MENIFEE
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) AN “X” OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT MARK “YES” OR “NO”
WITH AN “X”:SPECIAL TAX BALLOT MEASURE
Shall the City Council of the City of Menifee be authorized to levy a special tax on an annual basis at the rates and apportioned as described in Exhibit C to the Resolution Declaring its Intention to Annex territory to Community Facilities District No. 2017-1 (Maintenance Services) adopted by the City Council on August 2, 2023 (the “Resolution”), which is incorporated herein by this reference, within the territory identified on the map entitled “Annexation Map No. 22 of Community Facilities District No. 2017-1 (Maintenance Services) City of Menifee” to finance certain services as set forth in Section 5 to the Resolution (including incidental expenses), and shall an appropriation limit be established for the Community Facilities District No. 2017-1 (Maintenance Services) in the amount of special taxes collected?
YES _________
NO _________
Certification for Special Election Ballot
The undersigned is an authorized representative of the above-named landowner and is the person legally authorized and entitled to cast this ballot on behalf of the above-named landowner.
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct, and that this declaration is executed on ____________, 20__.
Darren Warren
Division Vice President of Land
Signature
Print Name
Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 30
Menifee Mayor and City Council
September 6, 2023
Page
717 of 763
Tax Zone 22A
330220018
335430028
330220019 330230042 330230044 330230045 335070056 335070057 335070058 335530001 335530002 335530003 335530004 335530005 335530006 335530007 335530008 335530009 335530010 335531001 335531002 335531003 335531004 335531005 335531006 335531007 335532001 335532002 335532003 335532004 335532005 335532006 335532007 335532008 335532009 335532010 335532011 335532012 335532013 335532014 335532015 335532016 335532017 335532018 335532019 335532020 335532021 335532022 335533001 335533002 335533003 335533004 335533005 335533006 335533007 335533008 335533009 335533010 335533011 335533012 335534001 335534002 335534003 335534004 335534005 335534006 335534007 335534008 335534009 335534010 335534011 335534012 335534013 335534014 335534015 335535001 335535002 335540001 335540002 335540003 335540004 335540005 335540006 335540007 335541001 335541002 335541003 335541004 335541005 335541006 335541007 335541008 335541009 335541010 335541011 335541012 335541013 335541014 335541015 335541016 335541017 335541018 335541019 335542001 335542002 335542003 335542004 335542005 335542006 335542007 335542008 335542009 335542010 335542011 335542012 335542013 335542014 335542015 335542016 335542017 335542018 335542019 335542020 335542021 335542022 335542023 335542024 335542025 335542026 335542027 335542028 335542029 335542030 335543001 335543002 335543003 335543004 335543005 335543006 335543007 335543008 335543009 335543010 335543011 335543012 335543013 335543014 335544001 335544002 335544003 335544004 335544005 335544006 335544007 335544008 335544009 335544010 335544011 335544012 335544013 335544014
Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 31
Menifee Mayor and City Council
September 6, 2023
Page
718 of 763
CITY OF MENIFEE
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) ANNEXATION NO. 22
TAX ZONE 22B
(September 6, 2023)
This ballot is for the use of the authorized representative of the following owner of land within Community Facilities District No. 2017-1 (Maintenance Services) (“CFD No. 2017-1”) of the City of Menifee:
Name of Landowner Number of Acres Owned
40.15 Total Votes
41Pulte Home Company, LLC
According to the provisions of the Mello-Roos Community Facilities Act of 1982, and resolutions of the City Council (the “Council”) of the City of Menifee (the “City”), the above-named landowner is entitled to cast the number of votes shown above under the heading “Total Votes,” representing the total votes for the property owned by said landowner. The City has sent the enclosed ballot to you so that you may vote on whether or not to approve the special tax.
This special tax ballot is for the use of the property owner of the parcels identified below, which parcels are located within the territory proposed to be annexed to the CFD No. 2017-1, City of Menifee, County of Riverside, State of California. Please advise the Acting City Clerk, at (951) 672-6777 if the name set forth below is incorrect or if you are no longer one of the owners of these parcels. This special tax ballot may be used to express either support for or opposition to the proposed special tax. To be counted, this special tax ballot must be signed below by the owner or, if the owner is not an individual, by an authorized representative of the owner. The ballot must then be delivered to the Acting City Clerk, either by mail or in person, as follows:
Mail
Delivery: If by mail, place ballot in the return envelope provided, and mail no later than August 23, 2023, two calendar weeks prior to the date set for the election. Mailing later than this deadline creates the risk that the special tax ballot may not be received in time to be counted.
Personal
Delivery: If in person, deliver to the Acting City Clerk at any time up to 5:00 p.m. on September 6, 2023, at the Clerk’s office at 29844 Haun Road, City of Menifee, CA 92586.
However delivered, this ballot must be received by the Clerk prior to the close of the public meeting on September 6, 2023.
Very truly yours,
Stephanie Roseen
Acting City Clerk
City of Menifee
Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 32
Menifee Mayor and City Council
September 6, 2023
Page
719 of 763
TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.
OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner: Assessor’s Parcel Number(s):
Pulte Home Company, LLC
Attn: Darren Warren Zone 22B
27401 Los Altos, Suite 400
Mission Viejo, CA 92691
335-070-055 and 335-430-027
CITY OF MENIFEE
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) AN “X” OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT MARK “YES” OR “NO”
WITH AN “X”:SPECIAL TAX BALLOT MEASURE
Shall the City Council of the City of Menifee be authorized to levy a special tax on an annual basis at the rates and apportioned as described in Exhibit C to the Resolution Declaring its Intention to Annex territory to Community Facilities District No. 2017-1 (Maintenance Services) adopted by the City Council on August 2, 2023 (the “Resolution”), which is incorporated herein by this reference, within the territory identified on the map entitled “Annexation Map No. 22 of Community Facilities District No. 2017-1 (Maintenance Services) City of Menifee” to finance certain services as set forth in Section 5 to the Resolution (including incidental expenses), and shall an appropriation limit be established for the Community Facilities District No. 2017-1 (Maintenance Services) in the amount of special taxes collected?
YES _________
NO _________
Certification for Special Election Ballot
The undersigned is an authorized representative of the above-named landowner and is the person legally authorized and entitled to cast this ballot on behalf of the above-named landowner.
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct, and that this declaration is executed on ____________, 20__.
Darren Warren
Division Vice President of Land
Signature
Print Name
Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 33
Menifee Mayor and City Council
September 6, 2023
Page
720 of 763
CITY OF MENIFEE
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) ANNEXATION NO. 22
TAX ZONE 22C
(September 6, 2023)
This ballot is for the use of the authorized representative of the following owner of land within Community Facilities District No. 2017-1 (Maintenance Services) (“CFD No. 2017-1”) of the City of Menifee:
Name of Landowner Number of Acres Owned
59.23 Total Votes
60Pulte Home Company, LLC
According to the provisions of the Mello-Roos Community Facilities Act of 1982, and resolutions of the City Council (the “Council”) of the City of Menifee (the “City”), the above-named landowner is entitled to cast the number of votes shown above under the heading “Total Votes,” representing the total votes for the property owned by said landowner. The City has sent the enclosed ballot to you so that you may vote on whether or not to approve the special tax.
This special tax ballot is for the use of the property owner of the parcels identified below, which parcels are located within the territory proposed to be annexed to the CFD No. 2017-1, City of Menifee, County of Riverside, State of California. Please advise the Acting City Clerk, at (951) 672-6777 if the name set forth below is incorrect or if you are no longer one of the owners of these parcels. This special tax ballot may be used to express either support for or opposition to the proposed special tax. To be counted, this special tax ballot must be signed below by the owner or, if the owner is not an individual, by an authorized representative of the owner. The ballot must then be delivered to the Acting City Clerk, either by mail or in person, as follows:
Mail
Delivery: If by mail, place ballot in the return envelope provided, and mail no later than August 23, 2023, two calendar weeks prior to the date set for the election. Mailing later than this deadline creates the risk that the special tax ballot may not be received in time to be counted.
Personal
Delivery: If in person, deliver to the Acting City Clerk at any time up to 5:00 p.m. on September 6, 2023, at the Clerk’s office at 29844 Haun Road, City of Menifee, CA 92586.
However delivered, this ballot must be received by the Clerk prior to the close of the public meeting on September 6, 2023.
Very truly yours,
Stephanie Roseen
Acting City Clerk
City of Menifee
Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 34
Menifee Mayor and City Council
September 6, 2023
Page
721 of 763
TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.
OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner: Assessor’s Parcel Number(s):
Pulte Home Company, LLC
Attn: Darren Warren Zone 22C
27401 Los Altos, Suite 400
Mission Viejo, CA 92691
330-220-016, 330-220-017, and 330-230-043
CITY OF MENIFEE
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) AN “X” OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT MARK “YES” OR “NO”
WITH AN “X”:SPECIAL TAX BALLOT MEASURE
Shall the City Council of the City of Menifee be authorized to levy a special tax on an annual basis at the rates and apportioned as described in Exhibit C to the Resolution Declaring its Intention to Annex territory to Community Facilities District No. 2017-1 (Maintenance Services) adopted by the City Council on August 2, 2023 (the “Resolution”), which is incorporated herein by this reference, within the territory identified on the map entitled “Annexation Map No. 22 of Community Facilities District No. 2017-1 (Maintenance Services) City of Menifee” to finance certain services as set forth in Section 5 to the Resolution (including incidental expenses), and shall an appropriation limit be established for the Community Facilities District No. 2017-1 (Maintenance Services) in the amount of special taxes collected?
YES _________
NO _________
Certification for Special Election Ballot
The undersigned is an authorized representative of the above-named landowner and is the person legally authorized and entitled to cast this ballot on behalf of the above-named landowner.
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct, and that this declaration is executed on ____________, 20__.
Darren Warren
Division Vice President of Land
Signature
Print Name
Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 35
Menifee Mayor and City Council
September 6, 2023
Page
722 of 763
1 RESOLUTION NO. 23-____
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MENIFEE, CALIFORNIA ,
DECLARING ELECTION RESULTS OF THE SPECIAL ELECTION HELD ON SEPTEMBER 6, 2023, AND ORDERING THE ANNEXATION OF TERRITORY TO COMMUNITY FACILITIES DISTRICT NO. 2017 -1 (MAINTENANCE SERVICES) (ANNEXATION NO. 22), TRACT NOS. 36658-1 THRU 36658-7
W
HEREAS, the City Council (the “City Council”) of the City of Menifee (the “City”) has heretofore conducted proceedings, pursuant to the Mello-Roos Community Facilities Act of 1982 (the “Act”), for the area proposed to be annexed to Community Facilities District No. 2017-1 (Maintenance Services) of the City of Menifee, County of Riverside, State of California (the “CFD No. 2017- 1”), including conducting a public hearing pursuant to the Act; and
WHEREAS, at the conclusion of said public hearing, the City Council adopted a resolution calling a special election for September 6, 2023, and submitting to the qualified electors of the territory proposed to be annexed to the CFD No. 2017-1 the question of levying special taxes on parcels of taxable property therein for the purpose of providing certain services which are necessary to meet increased de mands placed upon the City as a result of the development of said real property, as provided in the form of the special election ballot attached thereto as Exhibit B; and WHEREAS, the special election was held on September 6, 2023, and the City Clerk (or, in the absence of the City Clerk, the Acting City Clerk – in either case, the “Clerk”) has duly canvassed the returns of the special election and has filed with the City Council a Certificate of Election Results, dated September 6, 2023, executed by the Clerk, certifying that a completed ballot has been returned to the Clerk for each landowner-voter(s) eligible to cast a ballot in said special election, with all votes cast as “Yes” votes in favor of the ballot measure, and further certifying on said basis that the special mailed- ballot election was closed.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Menifee, California:
Section 1. Recitals. The City Council finds and determines that the foregoing recitals are true and correct.
Section 2. Approval of Canvass. The City Council has received, reviewed, and hereby accepts the Clerk’s Certificate of Election Results, a copy of which is attached hereto as Exhibit A, and hereby ratifies, confirms, and approves said Certificate of Election Results.
Section 3. Ballot Measure. The City Council hereby finds, determines, and declares that more than two-thirds (⅔) of all the votes cast at the special election on the ballot measure were in favor of the ballot measure, the ballot measure passed, and the ballot measure was approved by the qualified electors in accordance with the Act.
Section 4. Validity of Procedures. The City Council hereby finds and determines that all prior proceedings and actions taken by the City Council pursuant to the Act were and are valid and in conformity with the Act.
Section 5. Annexation. The City Council hereby finds, determines, and declares that pursuant to Government Code section 53339.8, the territory proposed to be annexed is added to and part of the CFD No. 2017- 1 with full legal effect, and the City Council is also authorized, pursuant to said Section 53339.8, to annually levy special taxes within the annexed territory to pay the costs of the services to be provided by the CFD No. 2017-1 as specified in Resolution No. 23-1349 adopted by the City Council on August 2, 2023. The boundaries Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 36
Menifee Mayor and City Council
September 6, 2023
Page
723 of 763
Resolution Declaring Election Results Annex 22
2 of the annexed territory are shown on the map entitled, “Annexation Map No. 22 Community Facilities District No. 2017 -1 (Maintenance Services)” a copy of which was recorded, on August 9, 2023, in Book 91 of Maps of Assessment and Community Facilities Districts at Page 60-62, in the office of the Riverside County Recorder.
Section 6. Notice of Special Tax Lien. Pursuant to Government Code section 53339.8 and Streets and Highways Code sections 3114.5 and 3117.5, within fifteen (15) days of the adoption of this Resolution, the City Clerk shall cause to be filed with the County Recorder of the County of Riverside an amendment to the notice of special tax lien and a map of the amended boundaries of the CFD No. 2017-1 including the annexed territory.
Section 7. E ffective Date. This Resolution shall take effect immediately upon its adoption.
PASSED, APPROVED AND ADOPTED this 6th day of September, 2023 ___________________________
Bill Zimmerman, Mayor
Attest:
___________________________
Sarah Manwaring, City Clerk
Approved as to form:
___________________________
Jeffrey T. Melching, City Attorney
Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 37
Menifee Mayor and City Council
September 6, 2023
Page
724 of 763
EXHIBIT A
CITY OF MENIFEE
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) ANNEXATION NO. 22
CERTIFICATE OF ELECTION RESULTS
I, the undersigned, being the City Clerk, as the case may be, hereby certify:
In connection with the special mailed-ballot election called by the City Council (the “City Council”) of the City of Menifee (the “City”) on this same date in the proceedings of the City Council for the above-e ntitled c ommunity facilities district, I personally received (a) signed and dated waiver and c onsent forms and (b) signed, dated and marked election ballots on behalf of the property owners, the entities named as the sole landowners of the lands within the boundary of the above-e ntitled community facilities district in the Certificate Regarding Registered Voters and Landowners, dated July 17, 2023, and on file in the office of the City Clerk of the City in connection with the City Council actions on that date. Copies of the completed waiver and consent form and the c ompleted ballot received by me and on file in my office are attached hereto.
Following such receipt, I have personally, and in the presence of all perso ns present, reviewed the ballot to confirm that it is properly marked and signed, and I hereby certify the result of that count to be that the ballot was cast in favor of the measure.
Based upon the foregoing, all votes that were cast having been cast “Yes”, in favor of the ballot measure, the measure has therefore passed.
Tax
Zone
Qualified
Landowner Votes Votes Cast YES NO
22A 104 104
22B 41 41
22C 60 60
I
declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is executed on September 6, 2023.
Sarah Manwaring
City Clerk
City of Menifee
By :
(
Attach completed copies of Waiver/Consent and Ballot)
Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 38
Menifee Mayor and City Council
September 6, 2023
Page
725 of 763
CITY OF MENIFEE
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) ANNEXATION NO. 22
TAX ZONE 22A
(September 6, 2023)
This ballot is for the use of the authorized representative of the following owner of land within Community Facilities District No. 2017-1 (Maintenance Services) (“CFD No. 2017-1”) of the City of Menifee:
Name of Landowne
r Number of Acres Owned Total Votes
Pulte Home Company, LLC 103.8 104
According to the provisions of the Mello-Roos Community Facilities Act of 1982, and resolutions of the City Council (the “Council”) of the City of Menifee (the “City”), the above-named landowner is entitled t
o cast the number of votes shown above under the heading “Total Votes,” representing the total votes for the property owned by said landowner. The City has sent the enclosed ballot to you so that you may vote on whether or not to approve the special tax.
This special tax ballot is for the use of the property owner of the parcels identified below, which parcels are located within the territory proposed to be annexed to the CFD No. 2017-1, City of Menifee, County of Riverside, State of California. Please advise the Acting City Clerk, at (951) 672-6777 if the name set forth below is incorrect or if you are no longer one of the owners of these parcels. This special tax ballot may be used to express either support for or opposition to the proposed special tax. To be counted, this special tax ballot must be signed below by the owner or, if the owner is not an individual, by an authorized representative of the owner. The ballot must then be delivered to the Acting City Clerk, either by mail or in person, as follows:
Mail
Delivery: If by mail, place ballot in the return envelope provided, and mail no later than August 23, 2023, two calendar weeks prior to the date set for the election. Mailing later than this deadline creates the risk that the special tax ballot may not be received in time to be counted.
Personal
Delivery: If in person, deliver to the Acting City Clerk at any time up to 5:00 p.m. on September 6, 2023, at the Clerk’s office at 29844 Haun Road, City of Menifee, CA 92586.
However delivered, this ballot must be received by the Clerk prior to the close of the public meeting on September 6, 2023.
Very truly yours,
Stephanie Roseen
Acting City Clerk
City of Menifee
EXHIBIT B
Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 39
Menifee Mayor and City Council
September 6, 2023
Page
726 of 763
TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.
OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner: Assessor’s Parcel Number(s):
Pulte Home Company, LLC
Attn: Darren Warren
27401 Los Altos, Suite 400
Mission Viejo, CA 92691
See Attached
CITY OF MENIFEE
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) AN “X” OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT SPECIAL TAX BALLOT MEASURE MARK “YES” OR “NO”
WITH AN “X”:
Shall the City Council of the City of Menifee be authorized to levy a special tax on an annual basis at the rates and apportioned as described in Exhibit C to the Resolution Declaring its Intention to Annex territory to Community Facilities District No. 2017-1 (Maintenance Services) adopted by the City Council on August 2, 2023 (the “Resolution”), which is incorporated herein by this reference, within the territory identified on the map entitled “Annexation Map No. 22 of Community Facilities District No. 2017-1 (Maintenance Services) City of Menifee” to finance certain services as set forth in Section 5 to the Resolution (including incidental expenses), and shall an appropriation limit be established for the Community Facilities District No. 2017-1 (Maintenance Services) in the amount of special taxes collected?
YES _________
NO _________
Certification for Special Election Ballot
The undersigned is an authorized representative of the above-named landowner and is the person legally authorized and entitled to cast this ballot on behalf of the above-named landowner.
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and cor
rect, and that this declaration is executed on ____________, 20__.
Darren Warren
Division Vice President of Land
Signature
Print Name
Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 40
Menifee Mayor and City Council
September 6, 2023
Page
727 of 763
Tax Zone 22A
330220018 330220019 330230042 330230044 330230045 335070056 335070057 335070058 335430028 335530001 335530002 335530003 335530004 335530005 335530006 335530007 335530008 335530009 335530010 335531001 335531002 335531003 335531004 335531005 335531006 335531007 335532001 335532002 335532003 335532004 335532005 335532006 335532007 335532008 335532009 335532010 335532011 335532012 335532013 335532014 335532015 335532016 335532017 335532018 335532019 335532020 335532021 335532022 335533001 335533002 335533003 335533004 335533005 335533006 335533007 335533008 335533009 335533010 335533011 335533012 335534001 335534002 335534003 335534004 335534005 335534006 335534007 335534008 335534009 335534010 335534011 335534012 335534013 335534014 335534015 335535001 335535002 335540001 335540002 335540003 335540004 335540005 335540006 335540007 335541001 335541002 335541003 335541004 335541005 335541006 335541007 335541008 335541009 335541010 335541011 335541012 335541013 335541014 335541015 335541016 335541017 335541018 335541019 335542001 335542002 335542003 335542004 335542005 335542006 335542007 335542008 335542009 335542010 335542011 335542012 335542013 335542014 335542015 335542016 335542017 335542018 335542019 335542020 335542021 335542022 335542023 335542024 335542025 335542026 335542027 335542028 335542029 335542030 335543001 335543002 335543003 335543004 335543005 335543006 335543007 335543008 335543009 335543010 335543011 335543012 335543013 335543014 335544001 335544002 335544003 335544004 335544005 335544006 335544007 335544008 335544009 335544010 335544011 335544012 335544013 335544014
Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 41
Menifee Mayor and City Council
September 6, 2023
Page
728 of 763
CITY OF MENIFEE
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) ANNEXATION NO. 22
TAX ZONE 22B
(September 6, 2023)
This ballot is for the use of the authorized representative of the following owner of land within Community Facilities District No. 2017-1 (Maintenance Services) (“CFD No. 2017-1”) of the City of Menifee:
Name of Landowne
r Number of Acres Owned Total Votes
Pulte Home Company, LLC 40.15 41
According to the provisions of the Mello-Roos Community Facilities Act of 1982, and resolutions of the City Council (the “
Council”) of the City of Menifee (the “City”), the above-named landowner is entitled to cast the number of votes shown above under the heading “Total Votes,” representing the total votes for the property owned by said landowner. The City has sent the enclosed ballot to you so that you may vote on whether or not to approve the special tax.
This special tax ballot is for the use of the property owner of the parcels identified below, which parcels are located within the territory proposed to be annexed to the CFD No. 2017-1, City of Menifee, County of Riverside, State of California. Please advise the Acting City Clerk, at (951) 672-6777 if the name set forth below is incorrect or if you are no longer one of the owners of these
parcels. This special ta
x ballot may be used to express eit her support for or opposition to the proposed sp
ecial tax. To be counted, this special tax ballot must be signed below by the owner or, if the owner is not an
individual, by an authorized representative of the owner. The ballot must then be delivered to the
Acting City Clerk, either by mail or in person, as follows:
Mail
Delivery: If by mail, place ballot in the return envelope provided, and mail no later than August 23, 2023, two calendar weeks prior to the date set for the election. Mailing later than this deadline creates the risk that the special tax ballot may not be received in time to be counted.
Personal
Delivery: If in person, deliver to the Acting City Clerk at any time up to 5:00 p.m. on September 6, 2023, at the Clerk’s office at 29844 Haun Road, City of Menifee, CA 92586.
However delivered, this ballot must be received by the Clerk prior to the close of the public meeting on September 6, 2023.
Very truly yours,
Stephanie Roseen
Acting City Clerk
City of Menifee
Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 42
Menifee Mayor and City Council
September 6, 2023
Page
729 of 763
TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.
OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner: Assessor’s Parcel Number(s):
Pulte Home Company, LLC
Attn: Darren Warren
27401 Los Altos, Suite 400
Mission Viejo, CA 92691
Zone 22B
335-070-055 and 335-430-027
CITY OF MENIFEE
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) AN “X” OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT SPECIAL TAX BALLOT MEASURE MARK “YES” OR “NO”
WITH AN “X”:
Shall the City Council of the City of Menifee be authorized to levy a special tax on an annual basis at the rates and apportioned as described in Exhibit C to the Resolution Declaring its Intention to Annex territory to Community Facilities District No. 2017-1 (Maintenance Services) adopted by the City Council on August 2, 2023 (the “Resolution”), which is incorporated herein by this reference, within the territory identified on the map entitled “Annexation Map No. 22 of Community Facilities District No. 2017-1 (Maintenance Services) City of Menifee” to finance certain services as set forth in Section 5 to the Resolution (including incidental expenses), and shall an appropriation limit be established for the Community Facilities District No. 2017-1 (Maintenance Services) in the amount of special taxes collected?
YES _________
NO _________
Certification for Special Election Ballot
The undersigned is an authorized representative of the above-named landowner and is the person legally authorized and entitled to cast this ballot on behalf of the above-named landowner.
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and cor
rect, and that this declaration is executed on ____________, 20__.
Darren Warren
Division Vice President of Land
Signature
Print Name
Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 43
Menifee Mayor and City Council
September 6, 2023
Page
730 of 763
CITY OF MENIFEE
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) ANNEXATION NO. 22
TAX ZONE 22C
(September 6, 2023)
This ballot is for the use of the authorized representative of the following owner of land within Community Facilities District No. 2017-1 (Maintenance Services) (“CFD No. 2017-1”) of the City of Menifee:
Name of Landowne
r Number of Acres Owned Total Votes
Pulte Home Company, LLC 59.23 60
According to the provisions of the Mello-Roos Community Facilities Act of 1982, and resolutions of the City Council (the “
Council”) of the City of Menifee (the “City”), the above-named landowner is entitled to cast the number of votes shown above under the heading “Total Votes,” representing the total votes for the property owned by said landowner. The City has sent the enclosed ballot to you so that you may vote on whether or not to approve the special tax.
This special tax ballot is for the use of the property owner of the parcels identified below, which parcels are located within the territory proposed to be annexed to the CFD No. 2017-1, City of Menifee, County of Riverside, State of California. Please advise the Acting City Clerk, at (951) 672-6777 if the name set forth below is incorrect or if you are no longer one of the owners of these
parcels. This special ta
x ballot may be used to express eit her support for or opposition to the proposed sp
ecial tax. To be counted, this special tax ballot must be signed below by the owner or, if the owner is not an
individual, by an authorized representative of the owner. The ballot must then be delivered to the
Acting City Clerk, either by mail or in person, as follows:
Mail
Delivery: If by mail, place ballot in the return envelope provided, and mail no later than August 23, 2023, two calendar weeks prior to the date set for the election. Mailing later than this deadline creates the risk that the special tax ballot may not be received in time to be counted.
Personal
Delivery: If in person, deliver to the Acting City Clerk at any time up to 5:00 p.m. on September 6, 2023, at the Clerk’s office at 29844 Haun Road, City of Menifee, CA 92586.
However delivered, this ballot must be received by the Clerk prior to the close of the public meeting on September 6, 2023.
Very truly yours,
Stephanie Roseen
Acting City Clerk
City of Menifee
Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 44
Menifee Mayor and City Council
September 6, 2023
Page
731 of 763
TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.
OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner: Assessor’s Parcel Number(s):
Pulte Home Company, LLC
Attn: Darren Warren
27401 Los Altos, Suite 400
Mission Viejo, CA 92691
Zone 22C
330-220-016, 330-220-017, and 330-230-043
CITY OF MENIFEE
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) AN “X” OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT SPECIAL TAX BALLOT MEASURE MARK “YES” OR “NO”
WITH AN “X”:
Shall the City Council of the City of Menifee be authorized to levy a special tax on an annual basis at the rates and apportioned as described in Exhibit C to the Resolution Declaring its Intention to Annex territory to Community Facilities District No. 2017-1 (Maintenance Services) adopted by the City Council on August 2, 2023 (the “Resolution”), which is incorporated herein by this reference, within the territory identified on the map entitled “Annexation Map No. 22 of Community Facilities District No. 2017-1 (Maintenance Services) City of Menifee” to finance certain services as set forth in Section 5 to the Resolution (including incidental expenses), and shall an appropriation limit be established for the Community Facilities District No. 2017-1 (Maintenance Services) in the amount of special taxes collected?
YES _________
NO _________
Certification for Special Election Ballot
The undersigned is an authorized representative of the above-named landowner and is the person legally authorized and entitled to cast this ballot on behalf of the above-named landowner.
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and cor
rect, and that this declaration is executed on ____________, 20__.
Darren Warren
Division Vice President of Land
Signature
Print Name
Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 45
Menifee Mayor and City Council
September 6, 2023
Page
732 of 763
Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 46
Menifee Mayor and City Council
September 6, 2023
Page
733 of 763
ORDINANCE NO. 23-
AN ORDINANCE OF THE CITY OF MENIFEE, CALIFORNIA, AMENDING ORDINANCE NO. 2017-231 AND LEVYING SPECIAL TAXES TO BE
COLLECTED DURING FISCAL YEAR 2023/2024 TO PAY THE ANNUAL
COSTS OF THE MAINTENANCE AND SERVICING OF STREETLIGHTS,
PARKS, PARKWAYS, STREETS, ROADS, AND OPEN SPACE, THE
OPERATION AND MAINTENANCE OF STORM DRAINAGE SYSTEMS, A
RESERVE FUND FOR CAPITAL REPLACEMENT, AND ADMINISTRATIVE
EXPENSES WITH RESPECT TO CITY OF MENIFEE COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES)
WHEREAS, pursuant to the Mello-Roos Community Facilities Act of 1982 (the “Act”), on December 6, 2017, the City Council (the “City Council”) of the City of Menifee (the “City”) adopted Resolution No. 17-658 establishing Community Facilities District No. 2017-1 (Maintenance Services) of the City of Menifee, County of Riverside, State of California (the "CFD No. 2017-1") for the purpose of levying special taxes on parcels of taxable property therein for the purpose of providing certain services (the “Services”), which are necessary to meet increased demands placed upon the City and are described in Exhibit A attached hereto; and WHEREAS, on December 20, 2017, the City Council adopted Ordinance No. 2017-231 entitled, “An Ordinance Levying Special Taxes to be Collected During Fiscal Year 2018/2019 to Pay the Annual Costs of the Maintenance and Servicing of Street Lights, Parks, Parkways, Streets, Roads, and Open Space, the Operation and Maintenance of Storm Drainage Systems, a Reserve Fund for Capital Replacement, and Administrative Expenses with Respect to City of Menifee Community Facilities District No. 2017-1 (Maintenance Services)” (“Ordinance No. 2017- 231”), pursuant to which the City Council levied special taxes with the CFD No. 2017-1; and WHEREAS, on August 2, 2023, the City Council adopted Resolution No. 23-1349 entitled “A Resolution of the City Council of the City of Menifee Declaring Its Intention to Annex Territory to Community Facilities District No. 2017-1 (Maintenance Services) of the City of Menifee, Adopting a Map of the Area to be Proposed to be Annexed (Annexation No. 22) and Authorizing the Levy of a Special Taxes Therein” (the “Resolution of Intention”) declaring its intention to annex certain territory to the CFD No. 2017-1 and to levy special taxes within that territory to provide the Services as described in the Resolution of Intention and setting a special public hearing on the proposed annexation for September 6, 2023; and
WHEREAS, notice was published as required by the Act relative to the intention of the City Council to annex certain territory to the CFD No. 2017-1, to levy special taxes therein to provide the Services, and to set the time and place of said public hearing; and WHEREAS, on September 6, 2023, at the time and place specified in said published notice, the City Council opened and held a public hearing as required by the Act relative to the annexation of territory in to the CFD No. 2017-1, the levy of the special taxes therein, and the provision of Services by the CFD No. 2017-1; and
WHEREAS, at said public hearing all persons desiring to be heard on all matters pertaining to the annexation of territory to the CFD No. 2017-1, the levy of the special taxes therein, and the provision of Services therein were heard, and a full and fair hearing was held; and
Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 47
Menifee Mayor and City Council
September 6, 2023
Page
734 of 763
4 7
3 0
5 WHEREAS, subsequent to said public hearing, the City Council adopted Resolution No. 23-___ entitled “A Resolution of the City Council of the City of Menifee Calling an Election to Submit to the Qualified Electors the Question of Levying a Special Tax Within the Area Proposed to be Annexed to Community Facilities District No. 2017-1 (Maintenance Services) (Annexation No. 22)” (the “Resolution Calling the Election”) on September 6, 2023, wherein the City Council submitted the question of levying a special tax in territory proposed to be annexed to the CFD No. 2017-1 at the rate and according to the method of apportionment described therein; and WHEREAS, at said special election on September 6, 2023, the qualified electors of the territory proposed to be annexed to the CFD No. 2017-1 approved said propositions as described in the Resolution Calling the Special Election by more than the two-thirds vote required by the Act; and
WHEREAS, subsequent to said special election, the City Council adopted Resolution No. 23-___ entitled “A Resolution of the City Council of the City of Menifee Declaring the Results of the Special Election Held on September 6, 2023, and Ordering the Annexation of Territory to Community Facilities District No. 2017-1 (Maintenance Services) (Annexation No. 22)” wherein the City Council determined that the territory proposed to be annexed was added to the CFD No. 2017-1 (such territory being referred to herein as “Annexation No. 22”).
NOW, THEREFORE, the City Council of the City of Menifee, California does ordain as follows:
Section 1.Recitals. The foregoing recitals are true and correct.
Section 2.Amendment to Exhibit B of Ordinance No. 2017-231. Exhibit B of Ordinance No. 2017-231 is hereby amended by deleting it in its entirety and replacing it with Revised Exhibit B attached hereto.
Section 3.Amendment to Section 2 of Ordinance No. 2017-231. Section 2 of Ordinance No. 2017-231 is hereby amended by deleting it in its entirety and replacing it with the following:
Section 2.Levy of Special Taxes. Special taxes shall
be and are hereby levied for the Fiscal Year 2023/2024, and each fiscal year thereafter, on all parcels of real property within the Community Facilities District which are subject to taxation, which are identified in Revised Exhibit B attached hereto, and in the amount set forth for each such parcel in said Revised Exhibit B. Pursuant to said Section 53340, such special taxes shall be collected in the same manner as ordinary ad valorem property taxes are collected and shall be subject to the same penalties and the same procedure, sale, and lien priority in case of delinquency as is provided for ad valorem taxes.
Section 4. Severability. If any section, subsection, sentence, clause, or phrase of this ordinance is for any reason held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this ordinance, and each and every section, subsection, sentence, clause, or phrase not declared Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 48
Menifee Mayor and City Council
September 6, 2023
Page
735 of 763
4 7
3 0
5 invalid or unconstitutional, without regard to whether any portion of the ordinance would be subsequently declared invalid or unconstitutional.
Section 5.Effective Date. This ordinance shall take effect thirty (30) days from the date of its adoption.
Section 6.Notice of Adoption. The City Clerk shall certify to the passage and adoption of this Ordinance, and shall cause to be published within fifteen (15) days after its passage in a newspaper of general circulation and circulated within the City in accordance with Government Code Section 36933(a) or, cause this Ordinance to be published in a manner required by law using the alternative summary and posting procedure authorized under Government Code Section 36933(c).
This Ordinance was introduced and read on the 6th day of September, 2023 and APPROVED AND ADOPTED this 4th day of October, 2023.
___________________________
Bill Zimmerman, Mayor
Attest:
___________________________
Sarah Manwaring, City Clerk
Approved as to form:
___________________________
Jeffrey T. Melching, City Attorney
Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 49
Menifee Mayor and City Council
September 6, 2023
Page
736 of 763
4 7
3 0
5 EXHIBIT A
DESCRIPTION OF SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2017-1, as provided by Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing and/or replacing landscaped areas (and may include reserves for replacement) in public street rights-of- way, public landscaping, public open spaces and other similar landscaped areas officially dedicated for public use. These services include the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which maintenance and lighting services may include, without limitation, furnishing of electrical power to street lights and traffic signals; repair and replacement of damaged or inoperative light bulbs, fixtures and standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities; maintenance of public signage; graffiti removal from and maintenance and repair of public structures situated on parks, parkways, streets, roads and open space; maintenance and repair of playground or recreation program equipment or facilities situated on any park; and
(b) maintenance and operation of water quality improvements which include storm drainage and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration basins, flood control channels, fossil fuel filters, and similar facilities.
Maintenance services may include, but are not limited to, the repair, removal or replacement of all or part of any of the water quality improvements; fossil fuel filters within the public right-of-way including the removal of petroleum hydrocarbons and other pollutants from water runoff or appurtenant facilities; clearing of inlets and outlets; erosion repairs; and cleanup to improvements, and other items necessary for the maintenance, servicing, or both of the water quality basin improvements within flood control channel improvements; and (c) public street sweeping, on the segments of the arterials within the boundaries of CFD No. 2017-1; as well as local roads within residential subdivisions located within CFD No. 2017- 1; and any portions adjacent to the properties within CFD No. 2017-1.
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may be expended to pay “Administrative Expenses,” as said term is defined in Exhibit B to the Resolution of Intention (Resolution No. 23-1283).
The above services shall be limited to those provided within the boundaries of CFD No. 2017-1 or for the benefit of the properties within the boundaries of CFD No. 2017-1, as the boundary is expanded from time to time by annexations, and said services may be financed by proceeds of the special tax of CFD No. 2017-1 only to the extent that they are in addition to those provided in the territory of CFD No. 2017-1 before CFD No. 2017-1 was created.
Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 50
Menifee Mayor and City Council
September 6, 2023
Page
737 of 763
5 REVISED EXHIBIT B
(Amending and Replacing Exhibit B of Ordinance No. 2017-231) COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) SPECIAL TAX FISCAL YEAR 2023/2024
(Effective as of April 5, 2023)
ASSESSOR'S PARCEL NUMBERS
Annexation Owner Assessor's Parcel Numbers
Stark Menifee Land, LLC
Stark Menifee Land, LLC & Menifee
Multifamily, LLC Original Formation
Several
See Next Page
1 MLC Holdings 360-210-001
2 Woodside O5S See Next Page
3 To Be Determined
4 Lennar Homes of California, Inc. See Next Page
5 Forester Real Estate Group Inc. 372-040-043, -044
6 Meritage Homes of California, Inc. 372-160-006, -007, -008, -013 and 372-190-003
7 RCFC Investments, LLC 339-020-004, -005, -006, -007, -008, -040, -041, -042, -043 and 339-030-022
8 Pulte Home Company, LLC and
Diamond Brother Five Partnership, LP 340-050-034 and 340-050-032 9 D.R.Horton Los Angeles Holding
Company, Inc. See Next Page
10 Briggs & 74, LLC 327-320-028
11 To Be Determined
12 BLC Fleming, LLC 333-020-011 and 333-020-019
13 FPG Sun Menifee 80 LLC 360-150-019
14 FPG Tricon Menifee Property LLC 372-050-037, -038, -039, -040, -041, - 042
15 Boulders Menifee LLC 339-200-080
Item Title: 11.3
Ordinance
Introduction
and
Annexation
No.
22,
Cimarron
Ridge,
into
Community
Facilities
District
2017-1
(Maintenance
Services)
Item Page Number: 51
Menifee Mayor and City Council
September 6, 2023
Page
738 of 763
Ordinance Annex 22