2 2
0 0
would establish a rate and method of apportionment and authorize the levy of special taxes on the taxable property within Annexation No. 11 to pay for those services.
Annexation No. 11 would have a maximum annual tax of $913 per unit and would be included in CFD No. 2017-1 as “Tax Zone 11.” The maximum annual tax rate is proposed to escalate each year by the greater of the Consumer Price Index (CPI) or 2%. The attached CFD Maintenance Site Plan Exhibit illustrates which services would be maintained by the CFD.
The Owner has agreed to initiate and conduct the CFD annexation proceedings pursuant to the Act. To that end, the Owner has submitted a “Consent and Waiver” form on file in the City Clerk’s Office which authorizes the City to (1) hold the election and declare election results (2) shorten election time requirements, (3) waive analysis and arguments, and (4) waive all notice requirements relating to the conduct of the election immediately following the public hearing.
The next step to annex TR 31194 into CFD 2017-1 is to publish a notification of the proposed annexation along with the Resolution of Intention and Boundary Maps of the proposed Annexation area. A public hearing on the matter would take place on August 7, 2024, and at that time, the Council would formally consider approval of Annexation No. 11.
STRATEGIC PLAN OBJECTIVE
Safe and Vibrant Community
FISCAL IMPACT
The individual property owners in the CFD would be responsible for annual payments of special taxes. It is estimated, upon full completion of the tract development, that there would be an annual collection of special tax revenues of approximately $503,618 to be used to pay for maintenance costs.
On June 1 of each year, every taxable unit for which a building permit has been issued within the boundaries of the CFD, would 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, the special tax may also be applied to property within 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 would 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 of Intention and Exhibits
3. CFD Maintenance Site Plan Exhibit
Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 2
Menifee Mayor and City Council
June 19, 2024
Page
70 of 1630
BRADLEY
RD
MURRIETA
RD
CRAIG AVE
SHERMAN
RD
DANIEL RD
TUCKER
RD
SCOTT RD
EVANS
RD
HOW
ARD
W
AY
WICKERD RD
GARBANI RD
HAUN
RD
§¨¦215
^_
EVANSRD
SCOTT RD
GARBANI RD
NEWPORT RD
MURRIETARD
MENIFEE
RD
BRADLEY RD
AUDIE MURPHY RD
§¨¦215
CFD NO. 2017-1 (MAINTENANCE SERVICES)
ANNEXATION NO. 11
PROJECT MAP
Item Title: 10.7
Resolution of Intention for Annexation No. 11, Golden Meadows, into Community Facility District 2017-1, Maintenance Services Item Page Number: 3
Menifee Mayor and City Council
June 19, 2024
Page
71 of 1630
RESOLUTION NO. 24-____
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MENIFEE, CALIFORNIA,
DECLARING ITS INTENTION TO ANNEX TERRITORY INTO COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) OF THE CITY OF MENIFEE, ADOPTING A MAP OF THE AREA PROPOSED TO BE ANNEXED (ANNEXATION NO. 11) AND AUTHORIZING THE LEVY OF SPECIAL TAXES THEREIN
WHEREAS, pursuant to the Mello-Roos Community Facilities Act of 1982 (the “Act”), on November 1, 2017, the City Council (the “City Council”) of the City of Menifee (the “City”) approved Resolution No. 17-654 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, which taxes would be used to provide certain services necessary to meet increased demands placed upon the City by development; and WHEREAS, the City Council has received a written instrument to initiate and conduct proceedings pursuant to the Act, to annex territory into CFD No. 2017-1 and to consent to the shortening of election time requirements, waiving of analysis and arguments, and waiving of all notice and word limit requirements for the ballot relating to the conduct of the election; and WHEREAS, the City Council has been advised that certain property owners have requested that the area described in Exhibit A be annexed territory into the boundaries of CFD No. 2017-1, and that a rate and method of apportionment of the special tax to be levied therein be established.
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, determined and order as follows:
Section 1. Intent to Annex. The City Council, acting as the legislative body of the CFD No. 2017-1 hereby declares that it proposes and intends to conduct proceedings pursuant to Article
3.5 of the Act for the annexation into the CFD No. 2017-1 of the territory described in Exhibit A attached hereto. The City Council determines that the public convenience and necessity require that such territory be annexed to CFD No. 2017-1.
Section 2.
Section 3.
Name of the Community Facilities District. The existing community facilities district is known as “Community Facilities District No. 2017-1 (Maintenance Services).” Description of Territory Included in Existing CFD No. 2017-1. The boundaries of the territory currently included in the CFD No. 2017-1 are described and shown on that certain map entitled "Proposed Boundary Map – Community Facilities District No. 2017-1 (Maintenance Services) City of Menifee, County of Riverside, State of California", as recorded on November 7, 2017 in Book 81 of Maps of Assessment and Community Facilities Districts, at Page 69, and as Document No. 2017-0465706 in the official records of the County of Riverside, as amended by the following:
Section 4. Description of Territory Proposed to be Annexed, Annexation Map. The territory proposed to be annexed is included within the boundaries within which property may annex to CFD No. 2017-1 and is more particularly described and shown on that certain map entitled “Boundaries – Potential Annexation Area Community Facilities District No. 2017-1 (Maintenance Services) of the City of Menifee, County of Riverside, State of California,” as recorded on November 7, 2017 in Book 81 of Maps of Assessment and Community Facilities Districts, at Page 70, and as Document No. 2017-0465707 in the official records 1 Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 4
Menifee Mayor and City Council
June 19, 2024
Page
72 of 1630
Resolution of Intention Annex 11
Resolution No. 24-
of the County of Riverside. The territory proposed to be annexed to the CFD No. 2017-1 is described in Exhibit A attached hereto and by this reference made a part hereof. Such territory is also shown and described on the map thereof entitled "Annexation Map No. 11, Community Facilities District No. 2017-1 (Maintenance Services), City of Menifee, County of Riverside, State of California," which is on file with the Acting City Clerk (the "Annexation Map") and attached hereto as Exhibit D.
Section 5. Description of Authorized Services. The services proposed to be financed by the territory proposed to be annexed to the CFD No. 2017-1 (the “Services”) are the same as those services authorized to be financed by the existing territory in the CFD No. 2017-1 and are described in Exhibit B attached hereto. The cost of providing the Services includes “Administrative Expenses,” which include costs associated with the creation of CFD No. 2017-1, determination of the amount of special taxes, collection or payment of special taxes, or costs otherwise incurred in order to carry out the authorized purposes of CFD No. 2017-1. The Services authorized to be financed by CFD No. 2017-1 are in addition to those currently provided in the territory of CFD No. 2017-1 and do not supplant Services already available within that territory.
Section 6.
Section 7.
Plan for Providing Services. The Services will be provided within the territory proposed to be annexed to the CFD No. 2017-1 and the existing territory in the CFD No. 2017-1 on the same basis.
Levy of Special Taxes. Except where funds are otherwise available, a special tax sufficient to pay the costs of the Services (including Administrative Expenses), secured by recordation of a continuing lien against all nonexempt real property in CFD No. 2017-1, will be levied annually within the territory proposed to be annexed to the CFD No. 2017-1.
The rate and method of apportionment, and manner of collection of the special tax are specified in Exhibit C.
Section 8.
Section 9.
No Alteration of the Special Tax Levied in the Existing CFD No. 2017-1. The City Council does not propose to alter the special tax rate levied within the existing territory in the CFD No. 2017-1.
Adoption of Annexation Map. Pursuant to Section 3110.5 of the Streets and Highways Code, the City Council adopts the Annexation Map as the map of the area proposed to be annexed to the CFD No. 2017-1. Pursuant to Section 3111 of said Code, the Acting City Clerk shall file the original of the Annexation map in his or her office and shall file a copy of the Annexation Map with the County Recorder of the County of Riverside no later than 15 days prior to the date of the hearing specified in Section 7 hereof.
Section 10. Public Hearing. The City Council hereby fixes 6:00 p.m., or as soon thereafter as practicable, on Wednesday, August 7, 2024 in the City Council Chambers located at 29844 Haun Road, Menifee, California 92586, as the time and place when and where the City Council will conduct a public hearing on the proposed annexation of the area depicted on the Annexation Map and described in Exhibit A hereto territory to the CFD No. 2017-1.
Section 11. Notice of Public Hearing. The Acting City Clerk is hereby directed to publish, or cause to be published, a notice of said public hearing, in substantially the form attached hereto as Exhibit F, one time in a newspaper of general circulation published in the area of CFD No. 2017-1. The publication of said notice shall be completed at least seven days prior to the date herein fixed for said hearing. Said notice shall contain the information prescribed by Section 53339.4 of the Act.
2 Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 5
Menifee Mayor and City Council
June 19, 2024
Page
73 of 1630
Resolution of Intention Annex 11
Resolution No. 24-
Section 12. Mailing Ballots. In anticipation of its action on Wednesday, August 7, 2024, to call the election on the annexation for the same date, pursuant to waiver of election time limits from the landowners, the City Council hereby authorizes the Acting City Clerk to mail to each landowner in the territory proposed to be annexed to the CFD No. 2017-1 a ballot, the full text of which shall be as set forth in Exhibit G hereto. A copy of the waiver and consent form signed by the property owner is attached hereto as Exhibit E and incorporated herein by this reference.
Section 13. Authorization to Take Action. 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.
Section 14. Effective Date. This Resolution shall take effect immediately upon its adoption.
PASSED, APPROVED AND ADOPTED this ____ day of _______, 2024 ___________________________
Bill Zimmerman, Mayor
Attest:
___________________________
Stephanie Roseen, Acting City Clerk
Approved as to form:
___________________________
Jeffrey T. Melching, City Attorney
3 Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 6
Menifee Mayor and City Council
June 19, 2024
Page
74 of 1630
EXHIBIT A
DESCRIPTION OF PROPOSED TERRITORY TO BE ANNEXED
The City of Menifee Community Facilities District No. 2017-1 (Maintenance Services) (the “CFD No. 2017-1”) Annexation No. 11 is currently comprised of four (4) parcels, located within the City boundaries. The property is identified by the following Riverside County Assessor's Parcel Numbers (APNs).
Assessor Parcel Number(s)
360-300-011
Owner Name
Golden Meadowland, LLC and Golden Hill Country, LLC
Golden Meadowland, LLC and Golden Hill Country, LLC
Golden Meadowland, LLC and Golden Hill Country, LLC
Golden Meadowland, LLC and Golden Hill Country, LLC
360-300-012
360-300-013
360-300-014
Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 7
Menifee Mayor and City Council
June 19, 2024
Page
75 of 1630
EXHIBIT B
DESCRIPTION OF AUTHORIZED SERVICES
Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 8
Menifee Mayor and City Council
June 19, 2024
Page
76 of 1630
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; 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 12
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 9
Menifee Mayor and City Council
June 19, 2024
Page
77 of 1630
EXHIBIT C
RATE AND METHOD OF APPORTIONMENT
Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 10
Menifee Mayor and City Council
June 19, 2024
Page
78 of 1630
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: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 11
Menifee Mayor and City Council
June 19, 2024
Page
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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: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 12
Menifee Mayor and City Council
June 19, 2024
Page
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“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: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 13
Menifee Mayor and City Council
June 19, 2024
Page
81 of 1630
“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. The Tax Zone in CFD No. 2017-1 at formation is on file with the office of the City Clerk included within Resolution No. 17-654; 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: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 14
Menifee Mayor and City Council
June 19, 2024
Page
82 of 1630
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: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 15
Menifee Mayor and City Council
June 19, 2024
Page
83 of 1630
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: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 16
Menifee Mayor and City Council
June 19, 2024
Page
84 of 1630
(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: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 17
Menifee Mayor and City Council
June 19, 2024
Page
85 of 1630
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: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 18
Menifee Mayor and City Council
June 19, 2024
Page
86 of 1630
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: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 19
Menifee Mayor and City Council
June 19, 2024
Page
87 of 1630
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: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 20
Menifee Mayor and City Council
June 19, 2024
Page
88 of 1630
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 2024-25. These services are being funded by the levy of Special Tax A for Community Facilities District No. 2017-1 Tax Zone 11.
TAX ZONE 11 (SERVICES)
TR 31194
Item Description Estimated Cost
1 2
3 4
5 6
7 Lighting
Streets
Drainage
Parks
Graffiti
Reserves
$63,246
$157,921
$108,785
$128,379
$2,431
$19,683
$23,173
$503,618
Administration
Total
Special Tax B Contingent Services – There are no maintenance services proposed to be funded by the levy of Special Tax B (Contingent) for Community Facilities District No. 2017-1 Tax Zone 11.
TAX ZONE 11
FY 2024-25 MAXIMUM SPECIAL TAX RATES
Land Use
Category
Developed
Taxable
Unit
RU
Maximum
Special Tax A
$913
Maximum
Special Tax B
$0
Approved
Undeveloped
RU
Acre
$913
$5,514
$0
$0
City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 11 Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 21
Menifee Mayor and City Council
June 19, 2024
Page
89 of 1630
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
2024-25
TTM 37400
TPM 37380
TR 31194
174
3.62 552
SFR
NR
RU
Acre
RU
$703
$3,588
$913
$0
$1,646
$0
10 11 Golden Meadowland, LLC
& Golden Hill Country, LLCSFR
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
$556
$281
$5 BLC Fleming LLC
$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 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
Richmond American
Homes of Maryland Inc.21 2024-25 TR 38219 198 SFR RU $315 $71 TR 36658-1,
-3, -4, & -7
TR 36658-2
TR 36658-5
& 36658-6
TR 37671
22A
22B
22C
23 2023-24
2023-24
2023-24
2024-25
2024-25
393
116
SFR
SFR
SFR
SFR
NR
RU
RU
$1,086
$879
$100
$100
$100
$0
Pulte Home Company, LLC
Pulte Home Company, LLC
Pulte Home Company, LLC247 RU $879
182 RU $1,293
$302
Pulte Home Company, LLC
Menifee Union School
District24 PM 9809 36.87 Acre $51
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 12
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 22
Menifee Mayor and City Council
June 19, 2024
Page
90 of 1630
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 13
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 23
Menifee Mayor and City Council
June 19, 2024
Page
91 of 1630
EXHIBIT D
ANNEXATION AND POTENTIAL ANNEXATION BOUNDARY MAPS
Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 24
Menifee Mayor and City Council
June 19, 2024
Page
92 of 1630
Item Title: 10.7
Resolution of Intention for Annexation No. 11, Golden Meadows, into Community Facility District 2017-1, Maintenance Services Item Page Number: 25
Menifee Mayor and City Council
June 19, 2024
Page
93 of 1630
Item Title: 10.7
Resolution of Intention for Annexation No. 11, Golden Meadows, into Community Facility District 2017-1, Maintenance Services Item Page Number: 26
Menifee Mayor and City Council
June 19, 2024
Page
94 of 1630
EXHIBIT E
PETITION
Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 27
Menifee Mayor and City Council
June 19, 2024
Page
95 of 1630
PETITION TO THE CITY COUNCIL OF THE CITY OF MENIFEE REQUESTING ANNEXING TERRITORY INTO COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) OF PROPERTY WITHIN THE CITY OF MENIFEE AND A
WAIVER WITH RESPECTS TO CERTAIN PROCEDURAL MATTERS UNDER THE MELLO-ROOS COMMUNITY FACILITIES ACT OF 1982 AND CONSENTING TO
THE LEVY OF SPECIAL TAXES THEREON TO PAY THE COSTS OF SERVICES TO
BE PROVIDED BY THE COMMUNITY FACILITIES DISTRICT
1. The undersigned requests that the City Council of the City of Menifee (the "City"), initiate and conduct proceedings pursuant to the Mello-Roos Community Facilities Act of 1982 (the "Act") (Government Code Section 53311 et seq.), to annex territory into Community Facilities District No. 2017-1 (Maintenance Services) (the "District") of the property described below and consents to the annual levy of special taxes on such property to pay the costs of services to be provided by the Community Facilities District.
2. The undersigned requests that the community facilities district provide any services that are permitted under the Act including, but not limited to, all necessary service, operations, administration and maintenance required to keep the landscape lighting, street lighting, traffic signals, flood control facilities, ground cover, shrubs, plants and trees, irrigation systems, graffiti removal, sidewalks and masonry walls, fencing entry monuments, tot lot equipment and associated appurtenant facilities within the district in a healthy, vigorous and satisfactory working condition.
3. The undersigned hereby certifies that as of the date indicated opposite its signature, it is the owner of allthe propertywithinthe proposed boundaries of the Community Facilities District described in Exhibit A hereto and as shown on the map Exhibit B hereto.
4. The undersigned requests that a special election be held under the Act to authorize the special taxes for the proposed annexation into Community Facilities District No. 2017-1. The undersigned waives any requirement for the mailing of the ballot ꢀr the special election and expressly agrees that said election may be conducted by mailed or hand-delivered ballot to be returned as quickly as possible to the designated election official, being the office of the City Clerk and the undersigned request that the results of said election be canvassed and reported to the City Council at the same meeting of the City Council as the public hearing on annexing territory into Community Facilities District No. 2017-1 or at the next available meeting.
5. Pursuant to Sections 53326(a) and 53327(b} of the Act, the undersigned expressly waives all applicable waiting periods for the election and waives the requirement for analysis and arguments relating to the special election, and consents to not having such materials provided to the landowner in the ballot packet, and expressly waives any requirements as to the ꢀrm of the ballot. The undersigned expressly waives all notice requirements relating to hearings and special elections (except for published notices required by the Act), and whether such requirements are found in the California Elections Code, the California Government Code or other laws or procedures, including but not limited to any notice provided ꢀr by compliance with the provisions of Section 4101 of the California Elections Code. The undersigned expressly waives the word limit requirement for the ballots pursuant to Section 13247 and 9051 of the Election Code.
6. The undersigned hereby acknowledges and agrees that the measure submitted in connection with the special election referred to herein, as set forth in the ballot provided to the undersigned, asked voters whether or not the District should be authorized to levy a special tax in order to finance services (the "Services"), asspecified in theResolution No. 17-654, adopted by the City Council of the City on November 1, 2017 (the "Resolution of Formation"). The Resolution of Formation described the Services to be financed by the District. The Rate and Method of Apportionment of the Special Tax for the District (the "Rate and Method") Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 28
Menifee Mayor and City Council
June 19, 2024
Page
96 of 1630
is included in the ballot materials provided to the undersigned for the electꢏon (the "Ballot"). The Rate and Method contaꢏns detailed provisions specifying (i) the type of the Special Tax and the amount or rate of the Special Tax to be levꢏed on each parcel of property in the District, (iꢏ) the duration of the Special Tax (the fiscal year after which the Special Tax will no longer be levied), and (ꢏii) the use of the revenue derived from the Special Tax to pay for the Servicesꢎ The undersigned, having received and reviewed the Rate and Method and the Ballot will be, at the time it votes on the measure submꢏtted to voters in the Ballot, in possessꢏon the type and amount or rate of the Specꢏal Tax, the duration of the Special Tax and the use of the revenue derived from the Special Tax, is fully informed with respect thereto and has a thorough understanding thereofꢎ Tꢇꢉ Ownꢉꢍ ꢇꢉꢍꢉby ꢋꢊꢊꢅints ꢀ�ꢁ C·Yꢀꢁꢂꢃ� tꢅ ꢋct ꢋs its ꢋꢌtꢇꢅꢍizꢉꢈ representative tꢅ vꢅtꢉ in tꢇꢉ ꢉlꢉctiꢅn ꢍꢉꢄꢉꢍꢍꢉꢈ tꢅ ꢇꢉꢍꢉin ꢋnꢈ cꢉꢍtiꢄiꢉs tꢇꢋt ꢇis tꢍꢌꢉ ꢋnꢈ ꢉxꢋct signꢋtꢌꢍꢉ is sꢉt ꢄꢅꢆꢇ bꢉlꢅw:
Signatureot(J,ꢀ�C -ꢁꢂ•ꢃꢄꢅ]: �-ꢀ -
7. on any irregularity, error, mꢏstake or departure from the provisions of the Act or other laws of the State and any and all laws and requirements incorporated therein, and no step or action in any proceeding relatꢏve to annexing The undersigned hereby consents to and expressly waives any and all claims based territory into Community Facilities District Noꢎ 2017-1 of the portion of the incorporated ꢋꢍꢉꢋ ꢅꢄ tꢇꢉ Cityꢅꢄ Mꢉniꢄꢉꢉ ꢅꢍ tꢇꢉ sꢊꢉciꢋl ꢉlꢉctiꢅn tꢇꢉꢍꢉin sꢇꢋll bꢉ invꢋliꢈꢋtꢉꢈ ꢅꢍ ꢋffꢉctꢉꢈ by ꢋny sꢌcꢇ irꢍꢉgꢌlꢋꢍity, ꢉꢍroꢍ, mistꢋkꢉ ꢅꢍ ꢈꢉꢊꢋꢆꢌꢍꢉꢎ IN WITNESS WHEREOF, I hereunto set my hand thꢏsꢐ of � ꢑ , 2oꢀy ꢀ
GOLDEN MEADOWLAND, LLC
a Florida limited liability company
By: RICHLAND MEADOWLAND, LTDꢎ,
a Texas lꢏmited partnership,
sole Member
By: RICHLAND PROPERTIES, INC.,
a Texas corporation,
General Partner
GOLDEN HILL COUNTRY, LLC
a Florida limited liability company
By: HILL COUNTRY SꢎAꢎ, LTDꢎ,
a Texas lꢏmited partnership,
sole Member
By: RICHLAND STONE OAK, INCꢎ,
a Texas corporation,
General Partner
Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 29
Menifee Mayor and City Council
June 19, 2024
Page
97 of 1630
FILED IN THE OFFICE OF THE CITY CLERK OF THE CITY COUNCIL OF THE CITY OF MENIFEE THIS__DAY OF___� 20_.
City Clerk ofthe City Council of the City of Menifee
Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 30
Menifee Mayor and City Council
June 19, 2024
Page
98 of 1630
INSERT EXHIBIT A: LEGAL DESCRIPTION
Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 31
Menifee Mayor and City Council
June 19, 2024
Page
99 of 1630
LEGAL DESCRIPTION
Real property in the City of Menifee, County of Riverside, State of California, described as follows:
LOT 1 OF PARCEL MAP NO. 38248, IN THE CITY OF MENIFEE, COUNꢀ OF RIVERSIDE, STATE OF CALIFORNIA, AS PER MAP FILED IN BOOK 257, PAGES 1 THROUGH 6, INCLUSIVE, OF PARCEL MAPS, IN THE OFFICE OF THE COUNꢀ RECORDER OF SAID COUNTY.
APN: 360-300-011 and 360-300-012 and 360-300-013 and 360-300-014 Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 32
Menifee Mayor and City Council
June 19, 2024
Page
100 of 1630
INSERT EXHIBIT B: TRACT/PARCEUSUBDIVISION MAP
Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 33
Menifee Mayor and City Council
June 19, 2024
Page
101 of 1630
�,�,SEC. 15, 16 T.6S, R.3WTHIS MAP WAS PREPARED FOR ASSESSMENT PURP OSES ONLY, NO LIABILITY
IS ASSUMED FOR THE ACCURACY OF THE DATA SHOWN, ASSESSOR'S PARCEL MAY NOT COMPLY WITH LOCAL LOT-SPLIT OR BUILDING SITE ORDINANCES.
I I I
CITY OF MENIFEE
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, M•• N,
I I 58 257/1 • 6 8248ASSESSO'S MP BK360 PG. 30 tamtiSaTi Apr2024iversid CountY,-cam: l~ - ' - Item Title: 10.7
Resolution of Intention for Annexation No. 11, Golden Meadows, into Community Facility District 2017-1, Maintenance Services Item Page Number: 34
Menifee Mayor and City Council
June 19, 2024
Page
102 of 1630
EXHIBIT F
NOTICE OF PUBLIC HEARING
Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 35
Menifee Mayor and City Council
June 19, 2024
Page
103 of 1630
NOTICE OF PUBLIC HEARING ON RESOLUTION OF INTENTION TO ANNEX TERRITORY TO AN EXISTING COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) (ANNEXATION NO. 11)
NOTICE IS HEREBY GIVEN that the City Council of the City of Menifee on June 19, 2024 adopted its Resolution No. 2024-__, in which it declared its intention to annex territory to existing Community Facilities District No. 2017-1 (Maintenance Services) (the "CFD No. 2017-1"), and to levy a special tax to pay for certain maintenance services, all pursuant to the provisions of the Mello-Roos Community Facilities Act of 1982, Chapter 2.5, Part 1, Division 2, Title 5 of the California Government Code. The resolution describes the territory to be annexed and describes the rate and method of apportionment of the proposed special tax. No change in the tax levied in the existing CFD No. 2017-1 is proposed.
NOTICE IS HEREBY FURTHER GIVEN that the City Council has fixed 6:00 p.m., or as soon thereafter as practicable, Wednesday, August 7, 2024 in the City Council Chambers located at 29844 Haun Road, Menifee, California 92586, as the time and place when and where the City Council will conduct a public hearing on the annexation of territory to CFD No. 2017-1. At the hearing, the testimony of all interest persons for or against the annexation of the territory or the levying of the special taxes will be heard. If and to the extent participation in the August 7, 2024 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.
DATED: ____________, 2024
PUB: ____________, 2024
_________________________________________
Acting City Clerk of the City of Menifee
Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 36
Menifee Mayor and City Council
June 19, 2024
Page
104 of 1630
EXHIBIT G
BALLOT
Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 37
Menifee Mayor and City Council
June 19, 2024
Page
105 of 1630
CITY OF MENIFEE
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) ANNEXATION NO. 11
(August 7, 2024)
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
102.74
Total Votes
103Golden Meadowland, 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 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 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 July 24, 2024, 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 City Clerk at any time up to 5:00 p.m. on August 7, 2024, 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 August 7, 2024.
Very truly yours,
Stephanie Roseen
Acting City Clerk
City of Menifee
Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 38
Menifee Mayor and City Council
June 19, 2024
Page
106 of 1630
TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.
OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner: Assessor’s Parcel Number(s):
Golden Meadowland, LLC
Attn: John C. Troutman
3161 Michelson Dr., Suite 425
Irvine, CA 92612
360-300-011, 360-300-012,
360-300-013, 360-300-014
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 set forth in the following table: YES _________ Land Use
Category
Maximum
Special Tax A
Single Family Residential Property $913
NO _________plus an annual increase on each July 1, commencing on July 1, 2025 the Maximum Special Tax shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Riverside – San Bernardino - Ontario (December 2017 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater, to finance certain services within the territory identified on the map entitled “Annexation Map No. 11 of Community Facilities District No. 2017-1 (Maintenance Services) City of Menifee” including lighting, streets, drainage, parks, and graffiti as provided in the Rate and Method of Apportionment which is attached as Exhibit C to Resolution No. 2024-__ adopted by the City Council of the City of Menifee on June 19, 2024 (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? 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__.
John C. Troutman
Vice President
Authorized Agent
Signature
Print Name
Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 39
Menifee Mayor and City Council
June 19, 2024
Page
107 of 1630
CITY OF MENIFEE
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) ANNEXATION NO. 11
(August 7, 2024)
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
102.74
Total Votes
103Golden Hill Country, 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 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 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 July 24, 2024, 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 City Clerk at any time up to 5:00 p.m. on August 7, 2024, 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 August 7, 2024.
Very truly yours,
Stephanie Roseen
Acting City Clerk
City of Menifee
Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 40
Menifee Mayor and City Council
June 19, 2024
Page
108 of 1630
TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.
OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner: Assessor’s Parcel Number(s):
Golden Hill Country, LLC
Attn: John C. Troutman
3161 Michelson Dr., Suite 425
Irvine, CA 92612
360-300-011, 360-300-012
360-300-013, 360-300-014
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 set forth in the following table: YES _________ Land Use
Category
Maximum
Special Tax A
Single Family Residential Property $913
NO _________plus an annual increase on each July 1, commencing on July 1, 2025 the Maximum Special Tax shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Riverside – San Bernardino - Ontario (December 2017 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater, to finance certain services within the territory identified on the map entitled “Annexation Map No. 11 of Community Facilities District No. 2017-1 (Maintenance Services) City of Menifee” including lighting, streets, drainage, parks, and graffiti as provided in the Rate and Method of Apportionment which is attached as Exhibit C to Resolution No. 2024-__ adopted by the City Council of the City of Menifee on June 19, 2024 (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? 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__.
John C. Troutman
Vice President
Authorized Agent
Signature
Print Name
Item Title: 10.7
Resolution
of
Intention
for
Annexation
No.
11,
Golden
Meadows,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 41
Menifee Mayor and City Council
June 19, 2024
Page
109 of 1630
20'
20'
(FUT.) EVANS RD.
"A" STREET
"C" STREET
"D" STREET
"E" STREET"F" STREET"G"
"H" STREET
"I" STREET
STREET
"K" STREET
"K" STREET
"L" STREET
"M" STREET
"N" STREET
"O" STREET
"P" STREET"Q" STREET
"R" STREET
"S" STREET
"T" STREET
"U" STREET
"V" STREET
"Y" ST
"Z" STREET
STREET"X""W"
"J"STREET
STREET
"B" STREET
"I" STREET"H" STREET
GOLDEN MEADOWS PARKWAY
GARBANI ROAD
GOLDEN MEADOWS TRACT 31194
PLOT DATE: 3/28/24PREPARED FOR RICHLAND COMMUNITIES, INC.3161 MICHELSON DRIVE, SUITE 425 IRVINE, CA 92612 PHONE: (949) 383-4134 0'150'300'450'NORTHMAINTENANCE EXHIBIT
CFD PHASE 4 PARK AND CFD BASINS:- PHASE 4 PARK: ALL HARDSCAPE, PLANTING, IRRIGATION AND PARK AMENITIES- CFD BASINS: WATER QUALITY STRUCTURES, LANDSCAPE AND IRRIGATIONHOA PARKS, SLOPES, & BASINS- HOA MAINTAINED- INCLUDES NATIVE OPEN SPACE - LOT E- INCLUDES PLANTING, IRRIGATION, AND AMENITIES AT WETLAND RIPARIAN ZONEWETLAND RIPARIAN ZONE- FLOOD CONTROL MAINTAINED STRUCTURES AND ACCESS ROAD
MAINTENANCE RESPONSIBILITY LEGEND
LOT NUMBER - TYP.LOT LINE - TYP.
PUBLIC INTERIORSTREETS AND SIDEWALKSCFD MAINTAINED
215
GOLDEN MEADOWS
GARBANI RD.GARBANI RD.GARBANI RD.
SCOTT RD.
WICKERD RD.SHERMAN RD.HAUN RD.
MURRIETA RD.
EVANS RD.
CRAIG AVE.
BRADLEY RD.TUPELO RD.
WICKERD RD.WALDON RD.BUNDYCANYONRD.
DAILY RD.TUCKER RD.
BRADLEY RD.
CRAIG AVE.
GARBANI RD.
ESCONDIDO FWY.
EVANS RD.
VICINITY MAP N.T.S.
"AA" STREETSLOPES WITHIN PRIVATELOTS TO BE PRIVATELYMAINTAINED
SLOPES WITHIN PRIVATELOTS TO BE PRIVATELYMAINTAINED SLOPES WITHIN PRIVATELOTS TO BE PRIVATELYMAINTAINED
NATIVE OPEN SPACE - LOT ETO BE HOA MAINTAINED
CFD MAINTENANCE AREASTREET324,199 SF7.4 AC
SIDEWALK - INTRACT 282,979 SF6.5 AC
WQ BASIN(STRUCTURES ONLY)285,313 SF6.5 ACSTREET LIGHTS219 EACFD MAINTENANCE AREA - IN TRACTSTREET865,330 SF 19.9 ACSTREET LENGTH24,850 LFCATCH BASINS56 EASTORM DRAIN(CITY MAINT.)14,987 LF SIDEWALK - BACKBONE53,484 SF1.2 AC
Item Title: 10.7
Resolution of Intention for Annexation No. 11, Golden Meadows, into Community Facility District 2017-1, Maintenance Services Item Page Number: 42
Menifee Mayor and City Council
June 19, 2024
Page
110 of 1630
CITY OF MENIFEE
SUBJECT: Resolution of Intention for Annexation No. 21, River Walk Village, into Community Facility District 2017-1, Maintenance Services
MEETING DATE: June 19, 2024
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. Accept the Petition of Richmond American Homes of Maryland Inc., Tract No. 38219, located west of Bradley Road, south of the Salt Creek channel, and north of Lazy Creek Road, into Community Facilities District (CFD) No. 2017-1 (Maintenance Services) as Annexation No. 21; and
2. Adopt a resolution of Intention to add Annexation No. 21 into CFD No. 2017-1, to authorize the levy of special tax therein to finance certain maintenance services, and to set a public hearing for August 7, 2024.
DISCUSSION
On December 6, 2017, the City Council adopted Resolution No. 17-658, establishing CFD No. 2017-1 pursuant to the provisions of the Mello-Roos Community Facilities Act of 1982 (“Act”).
CFD No. 2017-1 allows for the levy of special taxes on parcels of taxable property for the purpose of providing certain services which are necessary to meet increased demands placed by development upon the City.
Richmond American Homes of Maryland Inc., (“Owner”) is the Owner of River Walk Village, Tract No. 38219 (“TR 38219”), which consists of approximately 14.31 gross acres of vacant land which would include 198 single-family residential detached townhomes. The property is located on the west side of Bradley Road, south of the Salt Creek channel and north of Lazy Creek Road, as shown on the attached Project Location Map.
The Owner has requested that the City assist it in annexing TR 38219 into CFD 2017-1 to cover the costs associated with the maintenance of public improvements. The area proposed for Item Title: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 1
Menifee Mayor and City Council
June 19, 2024
Page
111 of 1630
City of Menifee Staff Report
CFD 2017-1, Annex 21- River Walk Village
June 19, 2024
2 1
9 9
annexation would be designated “Annexation No. 21,” and would include property within TR 38219, to include 198 single-family residential detached townhomes. Per the Owner’s request, the City would establish a rate and method of apportionment and authorize the levy of special taxes on the taxable property within Annexation No. 21, Tax Zone 21, to pay for those services.
Annexation No. 21 would have a maximum annual tax of $386 per unit. This tax rate includes a Maximum Special Tax A of $315 per unit per year for maintenance services of public facilities and a Maximum Annual Special Tax B (“Contingent Tax B”) of $71 per unit per year and would be included in CFD No. 2017-1 as “Tax Zone 21.” The maximum annual tax rate is proposed to escalate each year by the greater of the Consumer Price Index (CPI) or 2%. The attached CFD Maintenance Site Plan Exhibit illustrates which services would be maintained by the CFD.
The Owner has agreed to initiate and conduct the CFD annexation proceedings pursuant to the Act. To that end, the Owner has submitted a “Consent and Waiver” form on file in the City Clerk’s Office which authorizes the City to (1) hold the election and declare election results (2) shorten election time requirements, (3) waive analysis and arguments, and (4) waive all notice requirements relating to the conduct of the election immediately following the public hearing.
The next step to annex TR 38219 into CFD 2017-1 is to publish a notification of the proposed annexation along with the Resolution of Intention and Boundary Maps of the proposed Annexation area. A public hearing on the matter would take place on August 7, 2024, and at that time the Council would formally consider approval of Annexation No. 21.
STRATEGIC PLAN OBJECTIVE
Safe and Vibrant Community
FISCAL IMPACT
The individual property owners in the CFD would be responsible for annual payments of special taxes. It is estimated, upon full completion of the tract development, that there would be an annual collection of special tax revenues of approximately $62,376, not including Contingent Tax B, to be used to pay for maintenance costs.
On June 1 of each year, every taxable acre within the boundaries of the CFD, would 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, the special tax may also be applied to property within 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 would be financed through special taxes levied on the parcels within CFD No. 2017-1 and not through the City’s General Fund.
Item Title: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 2
Menifee Mayor and City Council
June 19, 2024
Page
112 of 1630
City of Menifee Staff Report
CFD 2017-1, Annex 21- River Walk Village
June 19, 2024
2 1
9 9
ATTACHMENTS
1. Project Location Map
2. Resolution of Intention and Exhibits
3. CFD Maintenance Site Plan Exhibit
Item Title: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 3
Menifee Mayor and City Council
June 19, 2024
Page
113 of 1630
PARK AVE
BRADLEY
RD
ANNANDALERD
POTOMAC DR
EVANS
RD
LAZY CREEK RD
BOYNTON
LN
AVENIDA DE CORT EZ
PIPING
ROCK
RD
CABRILLO DR
RIO VISTA DR
APPLE CREEK RD
MOONDANCE WAY
BALDY PEAK DR
CARMEL RD
TERRYTOWN
RD
OAKBRIDGE
DR
PEBBLE BEACH DR
THORNHILL DR
BROOKFIELD
DR
VIA
NARAVILLA
^_
NEWPORT RD
LA PIEDRA RD
LINDENBERGER
RD
MCCALL BLVD
CANYONHILLS RD BRADLEY RD
GOETZ
RD
ENCANTO DR
LAZY CREEK RD
PALOMAR RD
MENIF
EE
RD
RIDGEM OOR
RD
AQUIFER LN
SHERMANRD MUIRLANDS DR
GRAND AVE
CRAIG AVE
VALLEY
BLVD
CAR
MEL R D
GARBANI RD
FARMIN GTON RD
CORSON AVE
CANYON DR
NORTH LOOP
RD
§¨¦215
CFD NO. 2017-1 (MAINTENANCE SERVICES)
ANNEXATION NO. 21
PROJECT MAP
Item Title: 10.8
Resolution of Intention for Annexation No. 21, River Walk Village, into Community Facility District 2017-1, Maintenance Services Item Page Number: 4
Menifee Mayor and City Council
June 19, 2024
Page
114 of 1630
RESOLUTION NO. 24-____
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MENIFEE, CALIFORNIA,
DECLARING ITS INTENTION TO ANNEX TERRITORY INTO COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) OF THE CITY OF MENIFEE, ADOPTING A MAP OF THE AREA PROPOSED TO BE ANNEXED (ANNEXATION NO. 21) AND AUTHORIZING THE LEVY OF SPECIAL TAXES THEREIN
WHEREAS, pursuant to the Mello-Roos Community Facilities Act of 1982 (the “Act”), on November 1, 2017, the City Council (the “City Council”) of the City of Menifee (the “City”) approved Resolution No. 17-654 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, which taxes would be used to provide certain services necessary to meet increased demands placed upon the City by development; and WHEREAS, the City Council has received a written instrument to initiate and conduct proceedings pursuant to the Act, to annex territory into CFD No. 2017-1 and to consent to the shortening of election time requirements, waiving of analysis and arguments, and waiving of all notice and word limit requirements for the ballot relating to the conduct of the election; and WHEREAS, the City Council has been advised that certain property owners have requested that the area described in Exhibit A be annexed territory into the boundaries of CFD No. 2017-1, and that a rate and method of apportionment of the special tax to be levied therein be established.
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, determined and order as follows:
Section 1. Intent to Annex. The City Council, acting as the legislative body of the CFD No. 2017-1 hereby declares that it proposes and intends to conduct proceedings pursuant to Article
3.5 of the Act for the annexation into the CFD No. 2017-1 of the territory described in Exhibit A attached hereto. The City Council determines that the public convenience and necessity require that such territory be annexed to CFD No. 2017-1.
Section 2.
Section 3.
Name of the Community Facilities District. The existing community facilities district is known as “Community Facilities District No. 2017-1 (Maintenance Services).” Description of Territory Included in Existing CFD No. 2017-1. The boundaries of the territory currently included in the CFD No. 2017-1 are described and shown on that certain map entitled "Proposed Boundary Map – Community Facilities District No. 2017-1 (Maintenance Services) City of Menifee, County of Riverside, State of California", as recorded on November 7, 2017 in Book 81 of Maps of Assessment and Community Facilities Districts, at Page 69, and as Document No. 2017-0465706 in the official records of the County of Riverside, as amended by the following:
Section 4. Description of Territory Proposed to be Annexed, Annexation Map. The territory proposed to be annexed is included within the boundaries within which property may annex to CFD No. 2017-1 and is more particularly described and shown on that certain map entitled “Boundaries – Potential Annexation Area Community Facilities District No. 2017-1 (Maintenance Services) of the City of Menifee, County of Riverside, State of California,” as recorded on November 7, 2017 in Book 81 of Maps of Assessment and Community Facilities Districts, at Page 70, and as Document No. 2017-0465707 in the official records 1 Item Title: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 5
Menifee Mayor and City Council
June 19, 2024
Page
115 of 1630
Resolution of Intention Annex 21
Resolution No. 24-
of the County of Riverside. The territory proposed to be annexed to the CFD No. 2017-1 is described in Exhibit A attached hereto and by this reference made a part hereof. Such territory is also shown and described on the map thereof entitled "Annexation Map No. 21, Community Facilities District No. 2017-1 (Maintenance Services), City of Menifee, County of Riverside, State of California," which is on file with the Acting City Clerk (the "Annexation Map") and attached hereto as Exhibit D
Section 5. Description of Authorized Services. The services proposed to be financed by the territory proposed to be annexed to the CFD No. 2017-1 (the “Services”) are the same as those services authorized to be financed by the existing territory in the CFD No. 2017-1 and are described in Exhibit B attached hereto. The cost of providing the Services includes “Administrative Expenses,” which include costs associated with the creation of CFD No. 2017-1, determination of the amount of special taxes, collection or payment of special taxes, or costs otherwise incurred in order to carry out the authorized purposes of CFD No. 2017-1. The Services authorized to be financed by CFD No. 2017-1 are in addition to those currently provided in the territory of CFD No. 2017-1 and do not supplant Services already available within that territory.
Section 6.
Section 7.
Plan for Providing Services. The Services will be provided within the territory proposed to be annexed to the CFD No. 2017-1 and the existing territory in the CFD No. 2017-1 on the same basis.
Levy of Special Taxes. Except where funds are otherwise available, a special tax sufficient to pay the costs of the Services (including Administrative Expenses), secured by recordation of a continuing lien against all nonexempt real property in CFD No. 2017-1, will be levied annually within the territory proposed to be annexed to the CFD No. 2017-1.
The rate and method of apportionment, and manner of collection of the special tax are specified in Exhibit C.
Section 8.
Section 9.
No Alteration of the Special Tax Levied in the Existing CFD No. 2017-1. The City Council does not propose to alter the special tax rate levied within the existing territory in the CFD No. 2017-1.
Adoption of Annexation Map. Pursuant to Section 3110.5 of the Streets and Highways Code, the City Council adopts the Annexation Map as the map of the area proposed to be annexed to the CFD No. 2017-1. Pursuant to Section 3111 of said Code, the Acting City Clerk shall file the original of the Annexation map in his or her office and shall file a copy of the Annexation Map with the County Recorder of the County of Riverside no later than 15 days prior to the date of the hearing specified in Section 7 hereof.
Section 10. Public Hearing. The City Council hereby fixes 6:00 p.m., or as soon thereafter as practicable, on Wednesday, August 7, 2024 in the City Council Chambers located at 29844 Haun Road, Menifee, California 92586, as the time and place when and where the City Council will conduct a public hearing on the proposed annexation of the area depicted on the Annexation Map and described in Exhibit A hereto territory to the CFD No. 2017-1.
Section 11. Notice of Public Hearing. The Acting City Clerk is hereby directed to publish, or cause to be published, a notice of said public hearing, in substantially the form attached hereto as Exhibit F, one time in a newspaper of general circulation published in the area of CFD No. 2017-1. The publication of said notice shall be completed at least seven days prior to the date herein fixed for said hearing. Said notice shall contain the information prescribed by Section 53339.4 of the Act.
2 Item Title: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 6
Menifee Mayor and City Council
June 19, 2024
Page
116 of 1630
Resolution of Intention Annex 21
Resolution No. 24-
Section 12. Mailing Ballots. In anticipation of its action on Wednesday, August 7, 2024, to call the election on the annexation for the same date, pursuant to waiver of election time limits from the landowners, the City Council hereby authorizes the Acting City Clerk to mail to each landowner in the territory proposed to be annexed to the CFD No. 2017-1 a ballot, the full text of which shall be as set forth in Exhibit G hereto and shall be included in the ballot pamphlet mailed to each qualified elector. A copy of the waiver and consent form signed by the property owner is attached hereto as Exhibit E and incorporated herein by this reference.
Section 13. Authorization to Take Action. 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.
Section 14. Effective Date. This Resolution shall take effect immediately upon its adoption.
PASSED, APPROVED AND ADOPTED this ____ day of _______, 2024 ___________________________
Bill Zimmerman, Mayor
Attest:
___________________________
Stephanie Roseen, Acting City Clerk
Approved as to form:
___________________________
Jeffrey T. Melching, City Attorney
3 Item Title: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 7
Menifee Mayor and City Council
June 19, 2024
Page
117 of 1630
EXHIBIT A
DESCRIPTION OF PROPOSED TERRITORY TO BE ANNEXED
The City of Menifee Community Facilities District No. 2017-1 (Maintenance Services) (the “CFD No. 2017-1”) Annexation No. 21 is currently comprised of two (2) parcels, located within the City boundaries. The property is identified by the following Riverside County Assessor's Parcel Numbers (APNs).
Assessor Parcel Number(s)
338-150-031
Owner Name
Richmond American Homes of Maryland, Inc.
Richmond American Homes of Maryland, Inc.338-150-046
Item Title: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 8
Menifee Mayor and City Council
June 19, 2024
Page
118 of 1630
EXHIBIT B
DESCRIPTION OF AUTHORIZED SERVICES
Item Title: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 9
Menifee Mayor and City Council
June 19, 2024
Page
119 of 1630
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; 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 12
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 10
Menifee Mayor and City Council
June 19, 2024
Page
120 of 1630
EXHIBIT C
RATE AND METHOD OF APPORTIONMENT
Item Title: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 11
Menifee Mayor and City Council
June 19, 2024
Page
121 of 1630
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: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 12
Menifee Mayor and City Council
June 19, 2024
Page
122 of 1630
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: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 13
Menifee Mayor and City Council
June 19, 2024
Page
123 of 1630
“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: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 14
Menifee Mayor and City Council
June 19, 2024
Page
124 of 1630
“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. The Tax Zone in CFD No. 2017-1 at formation is on file with the office of the City Clerk included within Resolution No. 17-654; 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: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 15
Menifee Mayor and City Council
June 19, 2024
Page
125 of 1630
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: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 16
Menifee Mayor and City Council
June 19, 2024
Page
126 of 1630
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: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 17
Menifee Mayor and City Council
June 19, 2024
Page
127 of 1630
(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: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 18
Menifee Mayor and City Council
June 19, 2024
Page
128 of 1630
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: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 19
Menifee Mayor and City Council
June 19, 2024
Page
129 of 1630
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: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 20
Menifee Mayor and City Council
June 19, 2024
Page
130 of 1630
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: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 21
Menifee Mayor and City Council
June 19, 2024
Page
131 of 1630
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 2024-25. These services are being funded by the levy of Special Tax A for Community Facilities District No. 2017-1 Tax Zone 21.
TAX ZONE 21 (SERVICES)
TR 38219
Item
1 Description
Landscaping
Estimated Cost
$1,989
$7,920
$2,825
$1,384
$43,172
$802
$1,245
$3,040
$62,376
2 3
4 5
6 7
8 Lighting
Streets
Drainage
Parks
Graffiti
Reserves
Administration
Total
Special Tax B Contingent Services – The estimate breaks down the costs of providing one year’s contingent maintenance services for Fiscal Year 2024-25. If necessary, these services will be funded by the levy of Special Tax B (Contingent) for Community Facilities District No. 2017-1 Tax Zone 21.
TAX ZONE 21 (CONTINGENT SERVICES)
TR 38219
Item
1 2
Description Estimated Cost
$11,911Drainage
Reserves $1,191
$8853 Administration
Total $13,988
TAX ZONE 21
FY 2024-25 MAXIMUM SPECIAL TAX RATES
Land Use
Category
Developed
Taxable
Unit
Unit
Maximum
Special Tax A
Maximum
Special Tax B
$71$315
Approved Unit $315 $71
Undeveloped Acre $9,296 $2,085
City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 11 Item Title: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 22
Menifee Mayor and City Council
June 19, 2024
Page
132 of 1630
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
2024-25
TTM 37400
TPM 37380
TR 31194
174
3.62 552
SFR
NR
RU
Acre
RU
$703
$3,588
$913
$0
$1,646
$0
10 11 Golden Meadowland, LLC
& Golden Hill Country, LLCSFR
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
$556
$281
$5 BLC Fleming LLC
$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 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
Richmond American
Homes of Maryland Inc.21 2024-25 TR 38219 198 SFR RU $315 $71 TR 36658-1,
-3, -4, & -7
TR 36658-2
TR 36658-5
& 36658-6
TR 37671
22A
22B
22C
23 2023-24
2023-24
2023-24
2024-25
2024-25
393
116
SFR
SFR
SFR
SFR
NR
RU
RU
$1,086
$879
$100
$100
$100
$0
Pulte Home Company, LLC
Pulte Home Company, LLC
Pulte Home Company, LLC247 RU $879
182 RU $1,293
$302
Pulte Home Company, LLC
Menifee Union School
District24 PM 9809 36.87 Acre $51
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 12
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 23
Menifee Mayor and City Council
June 19, 2024
Page
133 of 1630
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 13
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 24
Menifee Mayor and City Council
June 19, 2024
Page
134 of 1630
EXHIBIT D
ANNEXATION AND POTENTIAL ANNEXATION BOUNDARY MAPS
Item Title: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 25
Menifee Mayor and City Council
June 19, 2024
Page
135 of 1630
SHEET 1 OF 1 SHEET
ANNEXATION MAP NO. 21
COMMUNITY FACILITIES DISTRICT NO. 2017-1
(MAINTENANCE SERVICES)
CITY OF MENIFEE
COUNTY OF RIVERSIDE, STATE OF CALIFORNIATHIS MAP SHOWS THE BOUNDARIES OF AREAS TO BE ANNEXED TO COMMUNITY FACILITIES DISTRICT NO. 2017-1
(MAINTENANCE SERVICES), OF THE CITY OF MENIFEE, COUNTY
OF RIVERSIDE, STATE OF CALIFORNIA.
FILED THIS ____ DAY OF _______________, 20____ AT
THE HOUR OF ____ O'CLOCK __M IN BOOK _____
OF MAPS OF ASSESSMENT AND COMMUNITY FACILITIES
DISTRICTS AT PAGE ______ IN THE OFFICE OF THE
COUNTY RECORDER, IN THE COUNTY OF RIVERSIDE,
STATE OF CALIFORNIA.THE BOUNDARIES OF WHICH COMMUNITY FACILITIES
DISTRICT ARE SHOWN AND DESCRIBED ON THE MAP
THEREOF WHICH WAS PREVIOUSLY RECORDED ON
NOVEMBER 7, 2017 IN BOOK 81 OF MAPS OF ASSESSMENT
AND COMMUNITY FACILITIES DISTRICT AT PAGE 69 AND
AS INSTRUMENT NO. 2017-0465706 IN THE OFFICE OF THE
FEE: _____________
PETER ALDANA, ASSESSOR, COUNTY CLERK, RECORDER
NO.: ______________________
POTOMAC DCOUNTY RECORDER OF THE COUNTY OF RIVERSIDE, R BY: _______________________________ DEPUTYSTATE OF CALIFORNIA.
I HEREBY CERTIFY THAT THE WITHIN MAP SHOWING PROPOSED
BOUNDARIES OF COMMUNITY FACILITIES DISTRICT NO. 2017-1
(MAINTENANCE SERVICES), OF THE CITY OF MENIFEE, COUNTY
OF RIVERSIDE, STATE OF CALIFORNIA, WAS APPROVED BY THE
FILED IN THE OFFICE OF THE CITY CLERK, CITY OF MENIFEE, THIS _______ DAY OF _________________, 20___.
CITY COUNCIL OF THE CITY OF MENIFEE AT A REGULAR
MEETING THEREOF, HELD ON ______ DAY OF ______,
20____,
BY ITS RESOLUTION NO. _______________
___________________________________
CITY CLERK
CITY OF MENIFEE
338-150-046
21 ___________________________________
CITY CLERK
CITY OF MENIFEE
þ
74 338-150-031
MENIFEE
CFD 2017-1
TAX ZONE 21
_ LAZY CREEK RD
ANNEXATION AREA BOUNDARY
PARCEL LINE§ ¦215
þ
79 § ¦15 CITY BOUNDARY
XXX-XXX-XXX
21 ASSESSOR PARCEL NUMBER
TAX ZONE
-
THIS ANNEXATION MAP CORRECTLY SHOWS THE LOT OR PARCEL OF LAND INCLUDED WITHIN THE BOUNDARIES OF THE COMMUNITY FACILITIES DISTRICT.
FOR DETAILS CONCERNING THE LINES AND DIMENSIONS OF LOTS OR PARCEL REFER TO THE COUNTY ASSESSOR MAPS FOR FISCAL YEAR 2024-25.
Item Title: 10.8
Resolution of Intention for Annexation No. 21, River Walk Village, into Community Facility District 2017-1, Maintenance Services Item Page Number: 26
Menifee Mayor and City Council
June 19, 2024
Page
136 of 1630
Item Title: 10.8
Resolution of Intention for Annexation No. 21, River Walk Village, into Community Facility District 2017-1, Maintenance Services Item Page Number: 27
Menifee Mayor and City Council
June 19, 2024
Page
137 of 1630
EXHIBIT E
PETITION
Item Title: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 28
Menifee Mayor and City Council
June 19, 2024
Page
138 of 1630
Item Title: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 29
Menifee Mayor and City Council
June 19, 2024
Page
139 of 1630
Item Title: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 30
Menifee Mayor and City Council
June 19, 2024
Page
140 of 1630
EXHIBIT F
NOTICE OF PUBLIC HEARING
Item Title: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 31
Menifee Mayor and City Council
June 19, 2024
Page
141 of 1630
NOTICE OF PUBLIC HEARING ON RESOLUTION OF INTENTION TO ANNEX TERRITORY TO AN EXISTING COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) (ANNEXATION NO. 21)
NOTICE IS HEREBY GIVEN that the City Council of the City of Menifee on June 19, 2024 adopted its Resolution No. 2024-__, in which it declared its intention to annex territory to existing Community Facilities District No. 2017-1 (Maintenance Services) (the "CFD No. 2017-1"), and to levy a special tax to pay for certain maintenance services, all pursuant to the provisions of the Mello-Roos Community Facilities Act of 1982, Chapter 2.5, Part 1, Division 2, Title 5 of the California Government Code. The resolution describes the territory to be annexed and describes the rate and method of apportionment of the proposed special tax. No change in the tax levied in the existing CFD No. 2017-1 is proposed.
NOTICE IS HEREBY FURTHER GIVEN that the City Council has fixed 6:00 p.m., or as soon thereafter as practicable, Wednesday, August 7, 2024 in the City Council Chambers located at 29844 Haun Road, Menifee, California 92586, as the time and place when and where the City Council will conduct a public hearing on the annexation of territory to CFD No. 2017-1. At the hearing, the testimony of all interest persons for or against the annexation of the territory or the levying of the special taxes will be heard. If and to the extent participation in the August 7, 2024 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.
DATED: ____________, 2024
PUB: ____________, 2024
_________________________________________
Acting City Clerk of the City of Menifee
Item Title: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 32
Menifee Mayor and City Council
June 19, 2024
Page
142 of 1630
EXHIBIT G
BALLOT
Item Title: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 33
Menifee Mayor and City Council
June 19, 2024
Page
143 of 1630
CITY OF MENIFEE
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) ANNEXATION NO. 21
(August 7, 2024)
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
14.31 Total Votes
15Richmond American Homes of Maryland, Inc
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 July 24, 2024, 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 August 7, 2024, 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 August 7, 2024.
Very truly yours,
Stephanie Roseen
Acting City Clerk
City of Menifee
Item Title: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 34
Menifee Mayor and City Council
June 19, 2024
Page
144 of 1630
TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.
OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner: Assessor’s Parcel Number(s):
Richmond American Homes of Maryland Inc.
Attn: Edgar Gomez
Richmond American Homes
391 N. Main Street, Suite 205
Corona, CA 92880
338-150-031, 338-150-046
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 set forth in the following table: YES _________ Land Use
Category
Maximum
Special Tax A
Maximum
Special Tax B (Contingent)
$71Single Family Residential $315
NO _________plus an annual increase on each July 1, commencing on July 1, 2025 the Maximum Special Tax A and the Maximum Special Tax B shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Riverside – San Bernardino – Ontario (December 2017 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater, to finance certain services within the territory identified on the map entitled “Annexation Map No. 21 of Community Facilities District No. 2017-1 (Maintenance Services) City of Menifee” including landscaping, lighting, streets, drainage, parks, and graffiti for Special Tax A, and drainage for Special Tax B (Contingent) as provided in the Rate and Method of Apportionment which is attached as Exhibit C to Resolution No. 2024-__ adopted by the City Council of the City of Menifee on June 19, 2024 (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?
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__.
Richmond American Homes of Maryland,
Inc., a Maryland corporation
Signature
Print Name
Item Title: 10.8
Resolution
of
Intention
for
Annexation
No.
21,
River
Walk
Village,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 35
Menifee Mayor and City Council
June 19, 2024
Page
145 of 1630
RIVERSIDE
60 MORENO VALLEY
BEAUMONT
EMWD
SERVICE AREA
SAN JACINTO
215
PERRIS
74 79
HEMET
"SALT CREEK"
SITE 79R26A(CA)(S)
MURRIETA TEMECULA
15 MCCALL BLVD.
W3-3
W8-18
bus sign W3-3
S R N 1 - S 1
SITE
215
NEWPORT RD
r
b
8u - 3 s a sign
VICINITY MAP NOT TO SCALE
R26A(CA)(S)
3F
T
6INODIIG
CFD MAINTENANCE AREA LEGEND
r3-7r STREET 28,967 S.F. = 0.665 AC.
4,427 S.F. = 0.102 AC.SIDEWALK
STREETSCAPE
STREET TREE
5,201 S.F. = 0.119 AC.
16 EACHAH EA DA HE A D
SI GN AL SI GN
A L
W3-3
STREET LIGHT
CITY STD. 503
3 EACH
STORM DRAIN PIPE 217 L.F.
1 EACHSTORM WATER INLET
4 SIGNAL TRAFFIC LIGHT
3 SIGNAL TRAFFIC LIGHT
2 SIGNAL TRAFFIC LIGHT
w73a(ca)
r8-3a
8 TOTAL
TRAFFIC LIGHTS
w11-2
MODULAR WETLAND (BY OTHER) 1 EACH
NOTE: SYMBOLS AND LINETYPES ARE DIAGRAMMATIC
FP
R26A(CA)(S)
ASSESSOR PARCEL NO. 338-150-046 AND 338-150-031
LEGAL DESCRIPTION DESCRIPTON: LAND IN THE CO. OF RIVERSIDE, STATE
OF CALIFORNIA BEING A PORTION OF PARCEL MAP
6252 AS SHOWN ON MAP FILED IN BOOK 17 PAGE 3 OF
THE PARCEL MAPS OF COUNTY OF RIVERSIDE.
W73A(CA)
r8-3a
0 25' 50' 150'
SCALE: 1" = 50'-0"
462 STEVENS AVE. SUITE 107
CITY OF MENIFEESOLANA BEACH, CA 92075-2042
ENGINEERING DEPARTMENT 1
l
619-294-8484 / FAX 619-574-0626
RIVER WALK
TRACT #38219 1 1
CFD MAINTENANCE - SITE PLAN EXHIBIT CFD23-004
Item Title: 10.8
Resolution of Intention for Annexation No. 21, River Walk Village, into Community Facility District 2017-1, Maintenance Services Item Page Number: 36
Menifee Mayor and City Council
June 19, 2024
Page
146 of 1630
CITY OF MENIFEE
SUBJECT: Resolution of Intention for Annexation No. 23, Banner Park II, into Community Facility District 2017-1, Maintenance
Services
MEETING DATE: June 19, 2024
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. Accept the Petition of Pulte Home Company, LLC, Tract No. 37671-1, -2, and -F, located south of Domenigoni Parkway, east of Menifee Road, west of Briggs Road, and north of Old Newport Road into Community Facilities District (CFD) No. 2017-1 (Maintenance Services) as Annexation No. 23; and
2. Adopt a resolution of intention to add Annexation No. 23 into CFD No. 2017-1, to authorize the levy of special tax therein to finance certain maintenance services, and to set a public hearing for August 7, 2024.
DISCUSSION
On December 6, 2017, the City Council adopted Resolution No. 17-658, establishing CFD No. 2017-1 pursuant to the provisions of the Mello-Roos Community Facilities Act of 1982 (“Act”).
CFD No. 2017-1 allows for the levy of special taxes on parcels of taxable property for the purpose of providing certain services which are necessary to meet increased demands placed by development upon the City.
Pulte Home Company, LLC (“Owner”) is the Owner of Banner Park II, Tract No. 37671-1, -2, and -F (“TR 37671-1, -2, -F”), which consists of approximately 53.23 gross acres of vacant land which would be developed to include 182 single-family lots. The property is located south of Domenigoni Parkway, east of Menifee Road, west Briggs Road, and north of Old Newport Road, as shown in the attached Project Location Map.
The Owner has requested that the City assist it in annexing TR 37671-1, -2, -F into CFD 2017-1 to cover the costs associated with the maintenance of public improvements. The area proposed Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 1
Menifee Mayor and City Council
June 19, 2024
Page
147 of 1630
City of Menifee Staff Report
CFD 2017-1 Annex 23, Banner Park II
June 19, 2024
2 1
9 5
for annexation would be designated “Annexation No. 23,” and would include property within TR 37671-1, -2, -F, to include the 182 single-family lots. Per the Owner’s request, the City would establish a rate and method of apportionment and authorize the levy of special taxes on the taxable property within Annexation No. 23 to pay for those services.
Annexation No. 23 would have a maximum annual tax of $1,293 per unit and would be included in CFD No. 2017-1 as “Tax Zone 23.” The maximum annual tax rate is proposed to escalate each year at the greater of Consumer Price Index (CPI) or 2%. There are no maintenance services proposed to be funded by the levy of Special Tax B (“Contingent Tax B”) for Community Facilities District No. 2017-1. The attached CFD Maintenance Site Plan Exhibit illustrates which services would be maintained by the CFD.
The Owner has agreed to initiate and conduct the CFD annexation proceedings pursuant to the Act. To that end, the Owner has submitted a “Consent and Waiver” form on file in the City Clerk’s Office which authorizes the City to (1) hold the election and declare election results (2) shorten election time requirements, (3) waive analysis and arguments, and (4) waive all notice requirements relating to the conduct of the election immediately following the public hearing.
The next step to annex TR 37671-1, -2, -F into CFD 2017-1 is to publish a notification of the proposed annexation along with the resolution of intention and boundary maps of the proposed annexation area. A public hearing on the matter would take place on August 7, 2024, and at that time the Council would formally consider approval of the Annexation No. 23.
STRATEGIC PLAN OBJECTIVE
Safe and Vibrant Community
FISCAL IMPACT
The individual property owners in the CFD would be responsible for annual payments of special taxes. It is estimated, upon full completion of the tract development, that there would be an annual collection of special tax revenues of approximately $235,166 to be used to pay for maintenance costs.
On June 1 of each year, every taxable acre within the boundaries of the CFD, would 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, the special tax may also be applied to property within 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 would be financed through special taxes levied on the parcels within CFD No. 2017-1 and not through the City’s General Fund.
Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 2
Menifee Mayor and City Council
June 19, 2024
Page
148 of 1630
City of Menifee Staff Report
CFD 2017-1 Annex 23, Banner Park II
June 19, 2024
2 1
9 5
ATTACHMENTS
1. Project Location Map
2. Resolution of Intention and Exhibits
3. CFD Maintenance Site Plan Exhibit
Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 3
Menifee Mayor and City Council
June 19, 2024
Page
149 of 1630
LINDENBERGER
RD
DOMENIGONI PKWY
MENIFEE
RD
BRIGGS RD
VIAAMANTE
CALLE
POMPEII
NEWPORT RD
OISE DR
WINDINGBROOKDR
LA VENTANA RD
VIA MARSALA
^_
MENIFEE
RD
NEWPORT RD
ETHANAC RD
NORMANDY RD
SHERMAN RD
MURRIETA RD
MCLAUGHLIN RD
JUNO ST
LAZY CREEK RD
ENCANTO
DR
CHAMPIONS DR
SUNCITYBLVDEVANS RD
GROSSEPOINTDR
CANNONDR
VALLEY
BLVD
GOLDENROD AVE
GEARY ST
ALD ERGATE DR
JUNIPERO RDASPEL RD
BARNETT RD
§¨¦215
CFD NO. 2017-1 (MAINTENANCE SERVICES)
ANNEXATION NO. 23
PROJECT MAP
Item Title: 10.9
Resolution of Intention for Annexation No. 23, Banner Park II, into Community Facility District 2017-1, Maintenance Services Item Page Number: 4
Menifee Mayor and City Council
June 19, 2024
Page
150 of 1630
RESOLUTION NO. 24-____
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MENIFEE, CALIFORNIA,
DECLARING ITS INTENTION TO ANNEX TERRITORY INTO COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) OF THE CITY OF MENIFEE, ADOPTING A MAP OF THE AREA PROPOSED TO BE ANNEXED (ANNEXATION NO. 23) AND AUTHORIZING THE LEVY OF SPECIAL TAXES THEREIN
WHEREAS, pursuant to the Mello-Roos Community Facilities Act of 1982 (the “Act”), on November 1, 2017, the City Council (the “City Council”) of the City of Menifee (the “City”) approved Resolution No. 17-654 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, which taxes would be used to provide certain services necessary to meet increased demands placed upon the City by development; and WHEREAS, the City Council has received a written instrument to initiate and conduct proceedings pursuant to the Act, to annex territory into CFD No. 2017-1 and to consent to the shortening of election time requirements, waiving of analysis and arguments, and waiving of all notice and word limit requirements for the ballot relating to the conduct of the election; and WHEREAS, the City Council has been advised that certain property owners have requested that the area described in Exhibit A be annexed territory into the boundaries of CFD No. 2017-1, and that a rate and method of apportionment of the special tax to be levied therein be established.
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, determined and order as follows:
Section 1. Intent to Annex. The City Council, acting as the legislative body of the CFD No. 2017-1 hereby declares that it proposes and intends to conduct proceedings pursuant to Article
3.5 of the Act for the annexation into the CFD No. 2017-1 of the territory described in Exhibit A attached hereto. The City Council determines that the public convenience and necessity require that such territory be annexed to CFD No. 2017-1.
Section 2.
Section 3.
Name of the Community Facilities District. The existing community facilities district is known as “Community Facilities District No. 2017-1 (Maintenance Services).” Description of Territory Included in Existing CFD No. 2017-1. The boundaries of the territory currently included in the CFD No. 2017-1 are described and shown on that certain map entitled "Proposed Boundary Map – Community Facilities District No. 2017-1 (Maintenance Services) City of Menifee, County of Riverside, State of California", as recorded on November 7, 2017 in Book 81 of Maps of Assessment and Community Facilities Districts, at Page 69, and as Document No. 2017-0465706 in the official records of the County of Riverside, as amended by the following:
Section 4. Description of Territory Proposed to be Annexed, Annexation Map. The territory proposed to be annexed is included within the boundaries within which property may annex to CFD No. 2017-1 and is more particularly described and shown on that certain map entitled “Boundaries – Potential Annexation Area Community Facilities District No. 2017-1 (Maintenance Services) of the City of Menifee, County of Riverside, State of California,” as recorded on November 7, 2017 in Book 81 of Maps of Assessment and Community Facilities Districts, at Page 70, and as Document No. 2017-0465707 in the official records 1 Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 5
Menifee Mayor and City Council
June 19, 2024
Page
151 of 1630
Resolution of Intention Annex 23
Resolution No. 24-
of the County of Riverside. The territory proposed to be annexed to the CFD No. 2017-1 is described in Exhibit A attached hereto and by this reference made a part hereof. Such territory is also shown and described on the map thereof entitled "Annexation Map No. 23, Community Facilities District No. 2017-1 (Maintenance Services), City of Menifee, County of Riverside, State of California," which is on file with the Acting City Clerk (the "Annexation Map") and attached hereto as Exhibit D
Section 5. Description of Authorized Services. The services proposed to be financed by the territory proposed to be annexed to the CFD No. 2017-1 (the “Services”) are the same as those services authorized to be financed by the existing territory in the CFD No. 2017-1 and are described in Exhibit B attached hereto. The cost of providing the Services includes “Administrative Expenses,” which include costs associated with the creation of CFD No. 2017-1, determination of the amount of special taxes, collection or payment of special taxes, or costs otherwise incurred in order to carry out the authorized purposes of CFD No. 2017-1. The Services authorized to be financed by CFD No. 2017-1 are in addition to those currently provided in the territory of CFD No. 2017-1 and do not supplant Services already available within that territory.
Section 6.
Section 7.
Plan for Providing Services. The Services will be provided within the territory proposed to be annexed to the CFD No. 2017-1 and the existing territory in the CFD No. 2017-1 on the same basis.
Levy of Special Taxes. Except where funds are otherwise available, a special tax sufficient to pay the costs of the Services (including Administrative Expenses), secured by recordation of a continuing lien against all nonexempt real property in CFD No. 2017-1, will be levied annually within the territory proposed to be annexed to the CFD No. 2017-1.
The rate and method of apportionment, and manner of collection of the special tax are specified in Exhibit C.
Section 8.
Section 9.
No Alteration of the Special Tax Levied in the Existing CFD No. 2017-1. The City Council does not propose to alter the special tax rate levied within the existing territory in the CFD No. 2017-1.
Adoption of Annexation Map. Pursuant to Section 3110.5 of the Streets and Highways Code, the City Council adopts the Annexation Map as the map of the area proposed to be annexed to the CFD No. 2017-1. Pursuant to Section 3111 of said Code, the Acting City Clerk shall file the original of the Annexation map in his or her office and shall file a copy of the Annexation Map with the County Recorder of the County of Riverside no later than 15 days prior to the date of the hearing specified in Section 7 hereof.
Section 10. Public Hearing. The City Council hereby fixes 6:00 p.m., or as soon thereafter as practicable, on Wednesday, August 7, 2024 in the City Council Chambers located at 29844 Haun Road, Menifee, California 92586, as the time and place when and where the City Council will conduct a public hearing on the proposed annexation of the area depicted on the Annexation Map and described in Exhibit A hereto territory to the CFD No. 2017-1.
Section 11. Notice of Public Hearing. The Acting City Clerk is hereby directed to publish, or cause to be published, a notice of said public hearing, in substantially the form attached hereto as Exhibit F, one time in a newspaper of general circulation published in the area of CFD No. 2017-1. The publication of said notice shall be completed at least seven days prior to the date herein fixed for said hearing. Said notice shall contain the information prescribed by Section 53339.4 of the Act.
2 Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 6
Menifee Mayor and City Council
June 19, 2024
Page
152 of 1630
Resolution of Intention Annex 23
Resolution No. 24-
Section 12. Mailing Ballots. In anticipation of its action on Wednesday, August 7, 2024, to call the election on the annexation for the same date, pursuant to waiver of election time limits from the landowners, the City Council hereby authorizes the Acting City Clerk to mail to each landowner in the territory proposed to be annexed to the CFD No. 2017-1 a ballot, the full text of which shall be as set forth in Exhibit G hereto and shall be included in the ballot pamphlet mailed to each qualified elector. A copy of the waiver and consent form signed by the property owner is attached hereto as Exhibit E and incorporated herein by this reference.
Section 13. Authorization to Take Action. 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.
Section 14. Effective Date. This Resolution shall take effect immediately upon its adoption.
PASSED, APPROVED AND ADOPTED this ____ day of _______, 2024 ___________________________
Bill Zimmerman, Mayor
Attest:
___________________________
Stephanie Roseen, Acting City Clerk
Approved as to form:
___________________________
Jeffrey T. Melching, City Attorney
3 Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 7
Menifee Mayor and City Council
June 19, 2024
Page
153 of 1630
EXHIBIT A
DESCRIPTION OF PROPOSED TERRITORY TO BE ANNEXED
The City of Menifee Community Facilities District No. 2017-1 (Maintenance Services) (the “CFD No. 2017-1”) Annexation No. 23 is currently comprised of two hundred one (201) parcels, located within the City boundaries.
The property is identified by the following Riverside County Assessor's Parcel Number (APN).
Assessor Parcel Number(s)
340-580-001
340-580-002
340-580-003
340-580-004
340-580-005
340-580-006
340-580-007
340-580-008
340-580-009
340-580-010
340-580-011
340-580-012
340-580-013
340-580-014
340-580-015
340-580-016
340-580-017
340-580-018
340-580-019
340-580-020
340-580-021
340-580-022
340-580-023
340-580-024
340-580-025
340-580-026
340-580-027
340-580-028
340-580-029
340-580-030
340-580-031
340-580-032
340-580-033
340-580-034
340-580-035
340-580-036
340-580-037
340-580-038
340-580-039
340-580-040
340-580-041
340-580-042
340-580-043
340-580-044
340-580-045
Owner Name
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
CITY OF MENIFEE
Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 8
Menifee Mayor and City Council
June 19, 2024
Page
154 of 1630
Assessor Parcel Number(s)
340-580-046
340-580-047
340-581-001
340-581-002
340-581-003
340-581-004
340-581-005
340-590-001
340-590-002
340-590-003
340-590-004
340-590-005
340-590-006
340-590-007
340-590-008
340-590-009
340-590-010
340-590-011
340-590-012
340-590-013
340-590-014
340-590-015
340-590-016
340-590-017
340-590-018
340-590-019
340-590-020
340-590-021
340-590-022
340-590-023
340-590-024
340-590-025
340-590-026
340-590-027
340-590-028
340-590-029
340-590-030
340-590-031
340-590-032
340-590-033
340-591-001
340-591-002
340-591-003
340-591-004
340-591-005
340-591-006
340-591-007
340-591-008
340-591-009
340-591-010
340-591-011
Owner Name
CITY OF MENIFEE
CITY OF MENIFEE
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
CITY OF MENIFEE
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 9
Menifee Mayor and City Council
June 19, 2024
Page
155 of 1630
Assessor Parcel Number(s)
340-591-012
340-591-013
340-591-014
340-591-015
340-591-016
340-591-017
340-591-018
340-591-019
340-591-020
340-591-021
340-591-022
340-600-001
340-600-002
340-600-003
340-601-001
340-601-002
340-601-003
340-601-004
340-601-005
340-601-006
340-601-007
340-602-001
340-602-002
340-602-003
340-602-004
340-602-005
340-602-006
340-602-007
340-602-008
340-603-001
340-603-002
340-603-003
340-603-004
340-603-005
340-603-006
340-603-007
340-603-008
340-603-009
340-603-010
340-603-011
340-603-012
340-603-013
340-603-014
340-603-015
340-603-016
340-603-017
340-603-018
340-603-019
340-603-020
340-603-021
340-603-022
Owner Name
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 10
Menifee Mayor and City Council
June 19, 2024
Page
156 of 1630
Assessor Parcel Number(s)
340-603-023
340-603-024
340-603-025
340-603-026
340-603-027
340-603-028
340-603-029
340-603-030
340-603-031
340-603-032
340-603-033
340-603-034
340-603-035
340-603-036
340-603-037
340-603-038
340-603-039
340-603-040
340-603-041
340-603-042
340-603-043
340-610-001
340-610-002
340-610-003
340-610-004
340-610-005
340-610-006
340-610-007
340-610-008
340-610-009
340-610-010
340-610-011
340-610-012
340-610-013
340-610-014
340-610-015
340-610-016
340-610-017
340-610-018
340-610-019
340-610-020
340-610-021
340-610-022
340-610-023
340-610-024
340-610-025
340-610-026
340-610-027
340-610-028
340-610-029
340-610-030
Owner Name
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 11
Menifee Mayor and City Council
June 19, 2024
Page
157 of 1630
Assessor Parcel Number(s)
340-610-031
Owner Name
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
PULTE HOME COMPANY, LLC
340-610-032
340-610-033
Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 12
Menifee Mayor and City Council
June 19, 2024
Page
158 of 1630
EXHIBIT B
DESCRIPTION OF AUTHORIZED SERVICES
Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 13
Menifee Mayor and City Council
June 19, 2024
Page
159 of 1630
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; 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 12
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 14
Menifee Mayor and City Council
June 19, 2024
Page
160 of 1630
EXHIBIT C
RATE AND METHOD OF APPORTIONMENT
Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 15
Menifee Mayor and City Council
June 19, 2024
Page
161 of 1630
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: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 16
Menifee Mayor and City Council
June 19, 2024
Page
162 of 1630
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: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 17
Menifee Mayor and City Council
June 19, 2024
Page
163 of 1630
“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: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 18
Menifee Mayor and City Council
June 19, 2024
Page
164 of 1630
“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: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 19
Menifee Mayor and City Council
June 19, 2024
Page
165 of 1630
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: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 20
Menifee Mayor and City Council
June 19, 2024
Page
166 of 1630
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: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 21
Menifee Mayor and City Council
June 19, 2024
Page
167 of 1630
(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: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 22
Menifee Mayor and City Council
June 19, 2024
Page
168 of 1630
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: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 23
Menifee Mayor and City Council
June 19, 2024
Page
169 of 1630
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: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 24
Menifee Mayor and City Council
June 19, 2024
Page
170 of 1630
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: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 25
Menifee Mayor and City Council
June 19, 2024
Page
171 of 1630
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 2024-25. These services are being funded by the levy of Special Tax A for Community Facilities District No. 2017-1 Tax Zone 23.
TAX ZONE 23 (SERVICES)
TR 37671-1,-2,-F
Item Description Estimated Cost
1 Landscaping $75,572
2 3
4 5
Lighting
Streets
Drainage
Parks
$22,858
$58,583
$6,966
$47,043
$1,1266 Trails
7 8
9 Graffiti
Reserves
Administration
$638
$11,607
$10,774
$235,166Total
Special Tax B Contingent Services – There are no maintenance services proposed to be funded by the levy of Special Tax B (Contingent) for Community Facilities District No. 2017-1 Tax Zone 23.
TAX ZONE 23
FY 2024-25 MAXIMUM SPECIAL TAX RATES
Land Use
Category
Developed
Taxable
Unit
RU
Maximum
Special Tax A
$1,293
Maximum
Special Tax B
$0
Approved
Undeveloped
RU
Acre
$1,293
$7,514
$0
$0
City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 11 Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 26
Menifee Mayor and City Council
June 19, 2024
Page
172 of 1630
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
2024-25
TTM 37400
TPM 37380
TR 31194
174
3.62 552
SFR
NR
RU
Acre
RU
$703
$3,588
$913
$0
$1,646
$0
10 11 Golden Meadowland, LLC
& Golden Hill Country, LLCSFR
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
$556
$281
$5 BLC Fleming LLC
$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 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
Richmond American
Homes of Maryland Inc.21 2024-25 TR 38219 198 SFR RU $315 $71 TR 36658-1,
-3, -4, & -7
TR 36658-2
TR 36658-5
& 36658-6
TR 37671-1,
-2,-F
22A
22B
22C
2023-24
2023-24
2023-24
393
116
247
SFR
SFR
SFR
RU
RU
RU
$1,086
$879
$100
$100
$100
Pulte Home Company, LLC
Pulte Home Company, LLC
Pulte Home Company, LLC$879
23 24
2024-25
2024-25
182 SFR
NR
RU $1,293
$302
$0 Pulte Home Company, LLC
Menifee Union School
DistrictPM 9809 36.87 Acre $51
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 12
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 27
Menifee Mayor and City Council
June 19, 2024
Page
173 of 1630
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 13
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 28
Menifee Mayor and City Council
June 19, 2024
Page
174 of 1630
EXHIBIT D
ANNEXATION AND POTENTIAL ANNEXATION BOUNDARY MAPS
Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 29
Menifee Mayor and City Council
June 19, 2024
Page
175 of 1630
Item Title: 10.9
Resolution of Intention for Annexation No. 23, Banner Park II, into Community Facility District 2017-1, Maintenance Services Item Page Number: 30
Menifee Mayor and City Council
June 19, 2024
Page
176 of 1630
Item Title: 10.9
Resolution of Intention for Annexation No. 23, Banner Park II, into Community Facility District 2017-1, Maintenance Services Item Page Number: 31
Menifee Mayor and City Council
June 19, 2024
Page
177 of 1630
EXHIBIT E
PETITION
Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 32
Menifee Mayor and City Council
June 19, 2024
Page
178 of 1630
Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 33
Menifee Mayor and City Council
June 19, 2024
Page
179 of 1630
Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 34
Menifee Mayor and City Council
June 19, 2024
Page
180 of 1630
EXHIBIT F
NOTICE OF PUBLIC HEARING
Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 35
Menifee Mayor and City Council
June 19, 2024
Page
181 of 1630
NOTICE OF PUBLIC HEARING ON RESOLUTION OF INTENTION TO ANNEX TERRITORY TO AN EXISTING COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) (ANNEXATION NO. 23)
NOTICE IS HEREBY GIVEN that the City Council of the City of Menifee on June 19, 2024 adopted its Resolution No. 2024-__, in which it declared its intention to annex territory to existing Community Facilities District No. 2017-1 (Maintenance Services) (the "CFD No. 2017-1"), and to levy a special tax to pay for certain maintenance services, all pursuant to the provisions of the Mello-Roos Community Facilities Act of 1982, Chapter 2.5, Part 1, Division 2, Title 5 of the California Government Code. The resolution describes the territory to be annexed and describes the rate and method of apportionment of the proposed special tax. No change in the tax levied in the existing CFD No. 2017-1 is proposed.
NOTICE IS HEREBY FURTHER GIVEN that the City Council has fixed 6:00 p.m., or as soon thereafter as practicable, Wednesday, August 7, 2024 in the City Council Chambers located at 29844 Haun Road, Menifee, California 92586, as the time and place when and where the City Council will conduct a public hearing on the annexation of territory to CFD No. 2017-1. At the hearing, the testimony of all interest persons for or against the annexation of the territory or the levying of the special taxes will be heard. If and to the extent participation in the August 7, 2024 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.
DATED: ____________, 2024
PUB: ____________, 2024
_________________________________________
Acting City Clerk of the City of Menifee
Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 36
Menifee Mayor and City Council
June 19, 2024
Page
182 of 1630
EXHIBIT G
BALLOT
Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 37
Menifee Mayor and City Council
June 19, 2024
Page
183 of 1630
CITY OF MENIFEE
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) ANNEXATION NO. 23
(August 7, 2024)
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
53.23 Total Votes
54Pulte 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 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 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 July 24, 2024, 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 City Clerk at any time up to 5:00 p.m. on August 7, 2024, 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 August 7, 2024.
Very truly yours,
Stephanie Roseen
Acting City Clerk
City of Menifee
Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 38
Menifee Mayor and City Council
June 19, 2024
Page
184 of 1630
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 set forth in the following table: YES _________ Land Use
Category
Maximum
Special Tax A
Single Family Residential $1,293
NO _________plus an annual increase on each July 1, commencing on July 1, 2024 the Maximum Special Tax shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Riverside – San Bernardino - Ontario (December 2017 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater, to finance certain services within the territory identified on the map entitled “Annexation Map No. 23 of Community Facilities District No. 2017-1 (Maintenance Services) City of Menifee” including landscaping, lighting, streets, drainage, parks, trails, and graffiti as provided in the Rate and Method of Apportionment which is attached as Exhibit C to Resolution No. 2024-__ adopted by the City Council of the City of Menifee on June 19, 2024 (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? 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__.
Pulte Home Company, LLC
a Michigan limited liability company
Signature
Print Name
Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 39
Menifee Mayor and City Council
June 19, 2024
Page
185 of 1630
APN List
340-580-003 340-580-031 340-580-002 340-603-015 340-602-008 340-591-008 340-603-006 340-580-004 340-580-040 340-580-005 340-603-020 340-603-008 340-603-022 340-610-028 340-580-008 340-580-041 340-580-006 340-603-027 340-603-012 340-603-023 340-603-009 340-580-009 340-580-042 340-581-001 340-603-032 340-603-013 340-603-025 340-603-010 340-580-007 340-580-046 340-581-002 340-603-036 340-603-016 340-603-026 340-603-011 340-580-013 340-580-047 340-590-001 340-603-038 340-603-017 340-603-040 340-603-024 340-580-014 340-580-038 340-590-002 340-603-039 340-603-028 340-603-041 340-603-029 340-580-018 340-580-039 340-590-003 340-580-010 340-603-030 340-610-008 340-603-033 340-580-019 340-580-045 340-590-005 340-580-012 340-603-031 340-610-014 340-603-037 340-580-020 340-581-005 340-590-018 340-580-015 340-603-034 340-610-015 340-603-042 340-580-021 340-590-015 340-590-019 340-580-016 340-603-035 340-610-016 340-610-002 340-580-022 340-590-021 340-591-020 340-580-023 340-603-043 340-610-022 340-610-007 340-580-026 340-590-022 340-591-021 340-580-024 340-610-001 340-610-004 340-610-009 340-580-027 340-590-023 340-591-022 340-580-028 340-610-003 340-610-005 340-610-010 340-580-033 340-590-025 340-591-006 340-580-030 340-610-012 340-610-006 340-610-011 340-580-034 340-591-002 340-591-007 340-580-032 340-610-017 340-610-018 340-610-013 340-580-017 340-591-003 340-591-010 340-580-035 340-610-019 340-610-021 340-610-027 340-580-037 340-591-004 340-591-011 340-580-036 340-610-020 340-610-024 340-610-029 340-580-043 340-590-011 340-591-012 340-601-007 340-610-023 340-610-025 340-610-030 340-580-044 340-590-012 340-591-013 340-602-002 340-610-032 340-610-026 340-610-031 340-581-003 340-590-016 340-591-014 340-602-003 340-590-006 340-591-009 340-610-033 340-581-004 340-590-020 340-591-016 340-602-006 340-590-013 340-591-018 340-590-004 340-590-026 340-591-017 340-602-007 340-590-014 340-591-019 340-590-007 340-590-030 340-600-002 340-603-001 340-590-017 340-600-001 340-590-008 340-590-031 340-601-004 340-603-003 340-590-024 340-601-003 340-590-009 340-590-032 340-601-001 340-603-005 340-590-027 340-601-005 340-590-010 340-591-005 340-601-002 340-603-014 340-590-028 340-602-004 340-580-011 340-591-015 340-601-006 340-603-018 340-590-029 340-602-005 340-580-025 340-600-003 340-602-001 340-603-019 340-590-033 340-603-002 340-580-029 340-580-001 340-603-007 340-603-021 340-591-001 340-603-004 Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 40
Menifee Mayor and City Council
June 19, 2024
Page
186 of 1630
Item Title: 10.9
Resolution
of
Intention
for
Annexation
No.
23,
Banner
Park
II,
into
Community
Facility
District
2017-1,
Maintenance
Services
Item Page Number: 41
Menifee Mayor and City Council
June 19, 2024
Page
187 of 1630
CITY OF MENIFEE
SUBJECT: Resolution of Intention for Annexation No. 24, Menifee Union School District Elementary School No. 15, into Community Facility District 2017-1, Maintenance Services
MEETING DATE: June 19, 2024
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. Accept the Petition of Menifee Union School District, PM 9809, located north of Wickerd Road, east of Mira Street, and west of Briggs Road, into Community Facilities District (CFD) No. 2017-1 (Maintenance Services) as Annexation No. 24; and
2. Adopt a resolution of intention to add Annexation No. 24 into CFD No. 2017-1, to authorize the levy of special tax therein to finance certain maintenance services, and to set a public hearing for August 7, 2024.
DISCUSSION
On December 6, 2017, the City Council adopted Resolution No. 17-658, establishing CFD No. 2017-1 pursuant to the provisions of the Mello-Roos Community Facilities Act of 1982 (“Act”).
CFD No. 2017-1 allows for the levy of special taxes on parcels of taxable property for the purpose of providing certain services which are necessary to meet increased demands placed by development upon the City.
Menifee Union School District (“Owner”) is the Owner of Menifee Elementary School No. 15, Parcel Map 9809 (PM 9809), consisting of approximately 36.87 gross acres of a vacant lot which would include development of an elementary school. The property is located north of Wickerd Road, east of Mira Street, and west of Briggs Road, as shown in the attached Project Location Map.
The Owner has requested that the City assist it in annexing PM 9809 into CFD 2017-1 to cover the costs associated with the maintenance of public improvements. The area proposed for annexation would be designated “Annexation No. 24,” and would include property within PM 9809.
Item Title: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 1
Menifee Mayor and City Council
June 19, 2024
Page
188 of 1630
City of Menifee Staff Report
CFD 2017-1, Annex 24 - MUSD Elementary School No. 15
June 19, 2024
2 2
0 4
Per the Owner’s request, the City would establish a rate and method of apportionment and authorize the levy of special taxes on the taxable property within Annexation No. 24 to pay for those services.
Annexation No. 24 would have a maximum annual tax of $353 per acre. This tax rate includes a Maximum Special Tax A of $302 per acre per year for maintenance services of public facilities and a Maximum Annual Special Tax B (“Contingent Tax B”) of $51 per acre per year and would be included in CFD No. 2017-1 as “Tax Zone 24.” The maximum annual tax rate is proposed to escalate each year to the greater of the Consumer Price Index (CPI) or 2%. The attached CFD Maintenance Site Plan Exhibit illustrates which services would be maintained by the CFD.
The Owner has agreed to initiate and conduct the CFD annexation proceedings pursuant to the Act. To that end, the Owner has submitted a “Consent and Waiver” form on file in the City Clerk’s Office which authorizes the City to (1) hold the election and declare election results (2) shorten election time requirements, (3) waive analysis and arguments, and (4) waive all notice requirements relating to the conduct of the election immediately following the public hearing.
The next step to annex PM 9809 into CFD 2017-1 is to publish a notification of the proposed annexation along with the Resolution of Intention and Boundary Maps of the proposed Annexation area. A public hearing on the matter would take place on August 7, 2024, and at that time the Council would formally consider approval of the Annexation No. 24
STRATEGIC PLAN OBJECTIVE
Safe and Vibrant Community
FISCAL IMPACT
The individual property owners in the CFD would be responsible for annual payments of special taxes. It is estimated, upon full completion of the property development, that there would be an annual collection of special tax revenues of approximately $11,117 not including Contingent Tax B, to be used to pay for maintenance costs.
On June 1 of each year, every taxable acre within the boundaries of the CFD would 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, the special tax may also be applied to property within 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 would be financed through special taxes levied on the parcels within CFD No. 2017-1 and not through the City’s General Fund.
Item Title: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 2
Menifee Mayor and City Council
June 19, 2024
Page
189 of 1630
City of Menifee Staff Report
CFD 2017-1, Annex 24 - MUSD Elementary School No. 15
June 19, 2024
2 2
0 4
ATTACHMENTS
1. Project Location Map
2. Resolution of Intention and Exhibits
3. CFD Maintenance Site Plan Exhibit
Item Title: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 3
Menifee Mayor and City Council
June 19, 2024
Page
190 of 1630
GARBANI RD
MIRA
ST
EL
CENTRO
LN
DUANE AVE
BRIGGS
RD
MERJANIAN RD
GENEVA LN
GARLAND RD
WICKERD RD
GARDNER LN
^_
HOLLAND RD
BRIGGS
RD
HAUN
RD
MIRA ST
LEON RD
ELLIOT RD
BRADLEY RD
KELLER RD
PAT RD POURROY RD
PALOMAR RD
WOODSHIRE DRLOUISE RD
M
C
BOB
RD
ANTELO
PE
RD
MELMORE LN
WICKERD RD EUCALYPTUS
RD
JOAN DUNN LN
ABBOTT LNBEELER
RD
MARINO DR
CFD NO. 2017-1 (MAINTENANCE SERVICES)
ANNEXATION NO. 24
PROJECT MAP
Item Title: 10.10
Resolution of Intention for Annexation No. 24, Menifee Union School District Elementary School No. 15, into Community Facility District 2017-1, Maintenance Services Item Page Number: 4
Menifee Mayor and City Council
June 19, 2024
Page
191 of 1630
RESOLUTION NO. 24-____
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MENIFEE, CALIFORNIA,
DECLARING ITS INTENTION TO ANNEX TERRITORY INTO COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) OF THE CITY OF MENIFEE, ADOPTING A MAP OF THE AREA PROPOSED TO BE ANNEXED (ANNEXATION NO. 24) AND AUTHORIZING THE LEVY OF SPECIAL TAXES THEREIN
WHEREAS, pursuant to the Mello-Roos Community Facilities Act of 1982 (the “Act”), on November 1, 2017, the City Council (the “City Council”) of the City of Menifee (the “City”) approved Resolution No. 17-654 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, which taxes would be used to provide certain services necessary to meet increased demands placed upon the City by development; and WHEREAS, the City Council has received a written instrument to initiate and conduct proceedings pursuant to the Act, to annex territory into CFD No. 2017-1 and to consent to the shortening of election time requirements, waiving of analysis and arguments, and waiving of all notice and word limit requirements for the ballot relating to the conduct of the election; and WHEREAS, the City Council has been advised that certain property owners have requested that the area described in Exhibit A be annexed territory into the boundaries of CFD No. 2017-1, and that a rate and method of apportionment of the special tax to be levied therein be established.
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, determined and order as follows:
Section 1. Intent to Annex. The City Council, acting as the legislative body of the CFD No. 2017-1 hereby declares that it proposes and intends to conduct proceedings pursuant to Article
3.5 of the Act for the annexation into the CFD No. 2017-1 of the territory described in Exhibit A attached hereto. The City Council determines that the public convenience and necessity require that such territory be annexed to CFD No. 2017-1.
Section 2.
Section 3.
Name of the Community Facilities District. The existing community facilities district is known as “Community Facilities District No. 2017-1 (Maintenance Services).” Description of Territory Included in Existing CFD No. 2017-1. The boundaries of the territory currently included in the CFD No. 2017-1 are described and shown on that certain map entitled "Proposed Boundary Map – Community Facilities District No. 2017-1 (Maintenance Services) City of Menifee, County of Riverside, State of California", as recorded on November 7, 2017 in Book 81 of Maps of Assessment and Community Facilities Districts, at Page 69, and as Document No. 2017-0465706 in the official records of the County of Riverside, as amended by the following:
Section 4. Description of Territory Proposed to be Annexed, Annexation Map. The territory proposed to be annexed is included within the boundaries within which property may annex to CFD No. 2017-1 and is more particularly described and shown on that certain map entitled “Boundaries – Potential Annexation Area Community Facilities District No. 2017-1 (Maintenance Services) of the City of Menifee, County of Riverside, State of California,” as recorded on November 7, 2017 in Book 81 of Maps of Assessment and Community Facilities Districts, at Page 70, and as Document No. 2017-0465707 in the official records 1 Item Title: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 5
Menifee Mayor and City Council
June 19, 2024
Page
192 of 1630
Resolution of Intention Annex 24
Resolution No. 24-
of the County of Riverside. The territory proposed to be annexed to the CFD No. 2017-1 is described in Exhibit A attached hereto and by this reference made a part hereof. Such territory is also shown and described on the map thereof entitled "Annexation Map No. 24, Community Facilities District No. 2017-1 (Maintenance Services), City of Menifee, County of Riverside, State of California," which is on file with the Acting City Clerk (the "Annexation Map") and attached hereto as Exhibit D.
Section 5. Description of Authorized Services. The services proposed to be financed by the territory proposed to be annexed to the CFD No. 2017-1 (the “Services”) are the same as those services authorized to be financed by the existing territory in the CFD No. 2017-1 and are described in Exhibit B attached hereto. The cost of providing the Services includes “Administrative Expenses,” which include costs associated with the creation of CFD No. 2017-1, determination of the amount of special taxes, collection or payment of special taxes, or costs otherwise incurred in order to carry out the authorized purposes of CFD No. 2017-1. The Services authorized to be financed by CFD No. 2017-1 are in addition to those currently provided in the territory of CFD No. 2017-1 and do not supplant Services already available within that territory.
Section 6.
Section 7.
Plan for Providing Services. The Services will be provided within the territory proposed to be annexed to the CFD No. 2017-1 and the existing territory in the CFD No. 2017-1 on the same basis.
Levy of Special Taxes. Except where funds are otherwise available, a special tax sufficient to pay the costs of the Services (including Administrative Expenses), secured by recordation of a continuing lien against all nonexempt real property in CFD No. 2017-1, will be levied annually within the territory proposed to be annexed to the CFD No. 2017-1.
The rate and method of apportionment, and manner of collection of the special tax are specified in Exhibit C.
Section 8.
Section 9.
No Alteration of the Special Tax Levied in the Existing CFD No. 2017-1. The City Council does not propose to alter the special tax rate levied within the existing territory in the CFD No. 2017-1.
Adoption of Annexation Map. Pursuant to Section 3110.5 of the Streets and Highways Code, the City Council adopts the Annexation Map as the map of the area proposed to be annexed to the CFD No. 2017-1. Pursuant to Section 3111 of said Code, the Acting City Clerk shall file the original of the Annexation map in his or her office and shall file a copy of the Annexation Map with the County Recorder of the County of Riverside no later than 15 days prior to the date of the hearing specified in Section 7 hereof.
Section 10. Public Hearing. The City Council hereby fixes 6:00 p.m., or as soon thereafter as practicable, on Wednesday, August 7, 2024 in the City Council Chambers located at 29844 Haun Road, Menifee, California 92586, as the time and place when and where the City Council will conduct a public hearing on the proposed annexation of the area depicted on the Annexation Map and described in Exhibit A hereto territory to the CFD No. 2017-1.
Section 11. Notice of Public Hearing. The Acting City Clerk is hereby directed to publish, or cause to be published, a notice of said public hearing, in substantially the form attached hereto as Exhibit F, one time in a newspaper of general circulation published in the area of CFD No. 2017-1. The publication of said notice shall be completed at least seven days prior to the date herein fixed for said hearing. Said notice shall contain the information prescribed by Section 53339.4 of the Act.
2 Item Title: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 6
Menifee Mayor and City Council
June 19, 2024
Page
193 of 1630
Resolution of Intention Annex 24
Resolution No. 24-
Section 12. Mailing Ballots. In anticipation of its action on Wednesday, August 7, 2024, to call the election on the annexation for the same date, pursuant to waiver of election time limits from the landowners, the City Council hereby authorizes the Acting City Clerk to mail to each landowner in the territory proposed to be annexed to the CFD No. 2017-1 a ballot, the full text of which shall be as set forth in Exhibit G hereto and shall be included in the ballot pamphlet mailed to each qualified elector. A copy of the waiver and consent form signed by the property owner is attached hereto as Exhibit E and incorporated herein by this reference.
Section 13. Authorization to Take Action. 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.
Section 14. Effective Date. This Resolution shall take effect immediately upon its adoption.
PASSED, APPROVED AND ADOPTED this ____ day of _______, 2024 ___________________________
Bill Zimmerman, Mayor
Attest:
___________________________
Stephanie Roseen, Acting City Clerk
Approved as to form:
___________________________
Jeffrey T. Melching, City Attorney
3 Item Title: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 7
Menifee Mayor and City Council
June 19, 2024
Page
194 of 1630
EXHIBIT A
DESCRIPTION OF PROPOSED TERRITORY TO BE ANNEXED
The City of Menifee Community Facilities District No. 2017-1 (Maintenance Services) (the “CFD No. 2017-1”) Annexation No. 24 is currently comprised of two (2) parcels, located within the City boundaries. The property is identified by the following Riverside County Assessor's Parcel Number (APN).
Assessor Parcel Number(s)
372-180-005
Owner Name
MENIFEE UNION SCHOOL DISTRICT
MENIFEE UNION SCHOOL DISTRICT372-180-007
Item Title: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 8
Menifee Mayor and City Council
June 19, 2024
Page
195 of 1630
EXHIBIT B
DESCRIPTION OF AUTHORIZED SERVICES
Item Title: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 9
Menifee Mayor and City Council
June 19, 2024
Page
196 of 1630
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; 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 12
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 10
Menifee Mayor and City Council
June 19, 2024
Page
197 of 1630
EXHIBIT C
RATE AND METHOD OF APPORTIONMENT
Item Title: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 11
Menifee Mayor and City Council
June 19, 2024
Page
198 of 1630
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: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 12
Menifee Mayor and City Council
June 19, 2024
Page
199 of 1630
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: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 13
Menifee Mayor and City Council
June 19, 2024
Page
200 of 1630
“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: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 14
Menifee Mayor and City Council
June 19, 2024
Page
201 of 1630
“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. The Tax Zone in CFD No. 2017-1 at formation is on file with the office of the City Clerk included within Resolution No. 17-654; 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: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 15
Menifee Mayor and City Council
June 19, 2024
Page
202 of 1630
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: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 16
Menifee Mayor and City Council
June 19, 2024
Page
203 of 1630
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: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 17
Menifee Mayor and City Council
June 19, 2024
Page
204 of 1630
(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: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 18
Menifee Mayor and City Council
June 19, 2024
Page
205 of 1630
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: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 19
Menifee Mayor and City Council
June 19, 2024
Page
206 of 1630
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: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 20
Menifee Mayor and City Council
June 19, 2024
Page
207 of 1630
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: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 21
Menifee Mayor and City Council
June 19, 2024
Page
208 of 1630
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 2024-25. These services are being funded by the levy of Special Tax A for Community Facilities District No. 2017-1 Tax Zone 24.
TAX ZONE 24 (SERVICES)
PM 9809
Item Description Estimated Cost
1 2
3 4
Lighting
Streets
Drainage
Reserves
$1,068
$7,233
$1,595
$336
5 Administration $885
Total $11,117
Special Tax B Contingent Services – The estimate breaks down the costs of providing one year’s contingent maintenance services for Fiscal Year 2024-25. If necessary, these services will be funded by the levy of Special Tax B (Contingent) for Community Facilities District No. 2017-1 Tax Zone 24.
TAX ZONE 24 (CONTINGENT SERVICES)
PM 9809
Item Description Estimated Cost
1 2
Drainage
Reserves
$889
$89
3 Administration $885
Total $1,863
TAX ZONE 24
FY 2024-25 MAXIMUM SPECIAL TAX RATES
Land Use
Category
Developed
Taxable
Unit
Acre
Maximum
Special Tax A
$302
Maximum
Special Tax B
$51
Approved
Undeveloped
Acre
Acre
$302
$302
$51
$51
City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 11 Item Title: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 22
Menifee Mayor and City Council
June 19, 2024
Page
209 of 1630
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
2024-25
TTM 37400
TPM 37380
TR 31194
174
3.62 552
SFR
NR
RU
Acre
RU
$703
$3,588
$913
$0
$1,646
$0
10 11 Golden Meadowland, LLC
& Golden Hill Country, LLCSFR
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
$556
$281
$5 BLC Fleming LLC
$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 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
Richmond American
Homes of Maryland Inc.21 2024-25 TR 38219 198 SFR RU $315 $71 TR 36658-1,
-3, -4, & -7
TR 36658-2
TR 36658-5
& 36658-6
TR 37671
22A
22B
22C
23 2023-24
2023-24
2023-24
2024-25
2024-25
393
116
SFR
SFR
SFR
SFR
NR
RU
RU
$1,086
$879
$100
$100
$100
$0
Pulte Home Company, LLC
Pulte Home Company, LLC
Pulte Home Company, LLC247 RU $879
182 RU $1,293
$302
Pulte Home Company, LLC
Menifee Union School
District24 PM 9809 36.87 Acre $51
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 12
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 23
Menifee Mayor and City Council
June 19, 2024
Page
210 of 1630
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 13
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 24
Menifee Mayor and City Council
June 19, 2024
Page
211 of 1630
EXHIBIT D
ANNEXATION AND POTENTIAL ANNEXATION BOUNDARY MAPS
Item Title: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 25
Menifee Mayor and City Council
June 19, 2024
Page
212 of 1630
Item Title: 10.10
Resolution of Intention for Annexation No. 24, Menifee Union School District Elementary School No. 15, into Community Facility District 2017-1, Maintenance Services Item Page Number: 26
Menifee Mayor and City Council
June 19, 2024
Page
213 of 1630
Item Title: 10.10
Resolution of Intention for Annexation No. 24, Menifee Union School District Elementary School No. 15, into Community Facility District 2017-1, Maintenance Services Item Page Number: 27
Menifee Mayor and City Council
June 19, 2024
Page
214 of 1630
EXHIBIT E
PETITION
Item Title: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 28
Menifee Mayor and City Council
June 19, 2024
Page
215 of 1630
Item Title: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 29
Menifee Mayor and City Council
June 19, 2024
Page
216 of 1630
Item Title: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 30
Menifee Mayor and City Council
June 19, 2024
Page
217 of 1630
EXHIBIT F
NOTICE OF PUBLIC HEARING
Item Title: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 31
Menifee Mayor and City Council
June 19, 2024
Page
218 of 1630
NOTICE OF PUBLIC HEARING ON RESOLUTION OF INTENTION TO ANNEX TERRITORY TO AN EXISTING COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) (ANNEXATION NO. 24)
NOTICE IS HEREBY GIVEN that the City Council of the City of Menifee on June 19, 2024 adopted its Resolution No. 2024-__, in which it declared its intention to annex territory to existing Community Facilities District No. 2017-1 (Maintenance Services) (the "CFD No. 2017-1"), and to levy a special tax to pay for certain maintenance services, all pursuant to the provisions of the Mello-Roos Community Facilities Act of 1982, Chapter 2.5, Part 1, Division 2, Title 5 of the California Government Code. The resolution describes the territory to be annexed and describes the rate and method of apportionment of the proposed special tax. No change in the tax levied in the existing CFD No. 2017-1 is proposed.
NOTICE IS HEREBY FURTHER GIVEN that the City Council has fixed 6:00 p.m., or as soon thereafter as practicable, Wednesday, August 7, 2024 in the City Council Chambers located at 29844 Haun Road, Menifee, California 92586, as the time and place when and where the City Council will conduct a public hearing on the annexation of territory to CFD No. 2017-1. At the hearing, the testimony of all interest persons for or against the annexation of the territory or the levying of the special taxes will be heard. If and to the extent participation in the August 7, 2024 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.
DATED: ____________, 2024
PUB: ____________, 2024
_________________________________________
Acting City Clerk of the City of Menifee
Item Title: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 32
Menifee Mayor and City Council
June 19, 2024
Page
219 of 1630
EXHIBIT G
BALLOT
Item Title: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 33
Menifee Mayor and City Council
June 19, 2024
Page
220 of 1630
CITY OF MENIFEE
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) ANNEXATION NO. 24
(August 7, 2024)
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
36.87 Total Votes
37Menifee Union School District
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 July 24, 2024, 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 August 7, 2024, 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 August 7, 2024.
Very truly yours,
Stephanie Roseen
Acting City Clerk
City of Menifee
Item Title: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 34
Menifee Mayor and City Council
June 19, 2024
Page
221 of 1630
TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.
OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner: Assessor’s Parcel Number(s):
Menifee Union School District
Attn: Jim Sellers
29775 Haun Road 372-180-005, 372-180-007
Menifee, CA 92586
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 set forth in the following table: YES _________ Land Use
Category
Maximum
Special Tax A
Maximum
Special Tax B (Contingent)
$51Non-Residential $302
NO _________plus an annual increase on each July 1, commencing on July 1, 2025 the Maximum Special Tax A and the Maximum Special Tax B shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Riverside – San Bernardino – Ontario (December 2017 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater, to finance certain services within the territory identified on the map entitled “Annexation Map No. 24 of Community Facilities District No. 2017-1 (Maintenance Services) City of Menifee” including lighting, streets, and drainage for Special Tax A, and drainage for Special Tax B (Contingent) as provided in the Rate and Method of Apportionment which is attached as Exhibit C to Resolution No. 2024-__ adopted by the City Council of the City of Menifee on June 19, 2024 (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? 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__.
Menifee Union School District, a California Public
School District
Signature
Print Name
Item Title: 10.10
Resolution
of
Intention
for
Annexation
No.
24,
Menifee
Union
School
District
Elementary
School
No.
15,
into
Community
Facility District 2017-1, Maintenance Services
Item Page Number: 35
Menifee Mayor and City Council
June 19, 2024
Page
222 of 1630
BRIGGS ROAD
MIRA STMENIFEE ELEMENTARY SCHOOL 15
CFD MAINTENANCE AREASWSnVICINITY MAP
MENIFEE UNIFIED SCHOOL DISTRICT (MUSD)MENIFEE ELEMENTARY SCHOOL 15PM 9809 PARCEL 4CFD MAINTENANCE SITE PLAN EXHIBITSHEET 1OF 1DATE: 12/15/22 SWSn
Item Title: 10.10
Resolution of Intention for Annexation No. 24, Menifee Union School District Elementary School No. 15, into Community Facility District 2017-1, Maintenance Services Item Page Number: 36
Menifee Mayor and City Council
June 19, 2024
Page
223 of 1630
CITY OF MENIFEE
SUBJECT: Proposed Formation of Community Facilities District No. 2024-1, Banner Park II
MEETING DATE: June 19, 2024
TO: Mayor and City Council
PREPARED BY: Lauri Lockwood, Financial Analyst
REVIEWED BY: Travis Hickey, Chief Financial Officer
APPROVED BY: Armando G. Villa, City Manager
-------------------------------------------------------------------------------------------------------------------------------
RECOMMENDED ACTION
1. Adopt a resolution of intention to establish Community Facilities District No. 2024-1, Banner Park II, located to the southeast of Domenigoni Parkway at Lindenberger Road; and
2. Adopt a resolution of intention to incur bonded indebtedness for Community Facilities District No. 2024-1, Banner Park II.
DISCUSSION
Pulte Home Company, LLC, a Michigan Limited Liability Company (“Developer”) is proposing to develop a residential community of 182 homes on approximately 31 net acres within the City. The property is located to the southeast of Domenigoni Parkway at Lindenberger Road, as shown in the attached Project Location Map. The Developer has requested that the City form Community Facilities District (CFD) No. 2024-1 in accordance with the Mello-Roos Community Facilities Act of 1982, as amended, to finance the costs of certain public improvements through the levy of a special tax and the issuance of bonds in an amount not-to-exceed $15,000,000. The Developer has requested that the boundaries of CFD No. 2024-1 include the area described in the Project Location Map and those special taxes be levied within the boundaries of CFD No. 2024-1 in accordance with the Rate and Method of Apportionment (RMA) as described in Exhibit C to the resolution of intention.
This proposed CFD No. 2024-1 was presented to the Finance Committee at its September meeting and was recommended for submittal to the City Council for approval.
Item Title: 10.11
Proposed Formation of Community Facilities District No. 2024-1, Banner Park II Item Page Number: 1
Menifee Mayor and City Council
June 19, 2024
Page
224 of 1630
City of Menifee Staff Report
Proposed Formation of Community Facilities District No. 2024-1 (Banner Park II) June 19, 2024