Agenda packet, second session — Menifee City Council, December 17, 2025 (part 2 of 3)

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The requested appropriation would be allocated to a capital outlay account in the amount of $55,170 to fund the full purchase of a replacement Dodge Durango with associated upfitting. The goal of this new unit is to replace the current K9 Dodge Durango that has a blown motor and is not fiscally feasible to be repaired. Because multiple components from the existing Durango can be reused in the new unit and it is classified as off-the-lot rather than patrol rated, the overall vehicle and upfitting costs are reduced.

The purchase and corresponding upfitting for the new vehicle would be facilitated through West Coast Lights and Sirens, and Moreno Valley Dodge. Pending the recommended appropriation of $55,170, the remaining balance in the restricted Trust Fund would be $112,364.95.

The purchase of the Dodge Durango and associated upfitting would be made under the City Manager’s purchasing authority pursuant to Resolution No. 24-1569.

STRATEGIC PLAN OBJECTIVE
Safe and Vibrant Community

FISCAL IMPACT
Funding for the purchase and upfitting of the vehicle is available within the City’s Trust Fund which holds a current balance of $167,534.95 received from various asset forfeitures over the last several years. Accordingly, $55,170 from the full amount held in trust will be recognized as revenue in the Trust Fund (8350-434680). The funding would then be transferred out of the Trust Fund (8350- MPD-901100) and transferred into the General Fund (1100-808350). The corresponding expenditures would be appropriated within the General Fund to acquire the vehicle and the required upfitting as an asset to the City (1100-MPD-660000), as summarized in Table 2 below.

TABLE 2 - BUDGET SET-UP
Fund Account
Description Account # Revenue
Budget
Expenditure
Budget
Trust Fund Revenue – Asset
Forfeiture 434680 $55,170
Trust Fund Transfer Out 901100 $55,170
General Fund Transfer In 808350 $55,170
General Fund Expenditure –
Vehicle Over $5k 660000 $55,170
Future fiscal impacts include the cost for maintenance and fuel for the vehicle. Those costs would be budgeted accordingly in future fiscal years in the fleet accounts.

ATTACHMENTS

1. Resolution - Trust Fund

2. Resolution - General Fund
Item Title: 10.7
Asset Forfeiture Appropriation of Funds
Item Page Number: 2

Menifee Mayor and City Council
December 17, 2025
Page
101 of 476

RESOLUTION NO. 25-____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MENIFEE, CALIFORNIA, AMENDING THE FISCAL YEAR 2025/26 OPERATING BUDGET
WHEREAS, the City of Menifee, California, adopted a budget for Fiscal Year 2025/26 and Fiscal Year 2026/27 with Resolution 25-1596 on June 18th, 2025; and WHEREAS, from time to time the City of Menifee receives unanticipated revenues, experiences unanticipated expenditures, and/or identifies alternative funding sources; and WHEREAS, it is in the best interest of the citizens of the City of Menifee to allocate budget resources to continue the operations of the City of Menifee; and WHEREAS, the City Council of the City of Menifee needs to amend the FY 2025/26 budget as follows:

AMENDMENTS TO ADOPTED BUDGET:

REVENUE ADJUSTMENT – TRUST FUND 8350
EXPENDITURE ADJUSTMENT – TRUST FUND 8350

RECORD TRANSFER OF FUNDS
FROM ACCOUNT # TO ACCOUNT # AMOUNT
8350-00-XNC-XNCL-000-0000-
231500-
8350-00-XNC-XNCL-000-00000-
434680-
$55,170.00
TOTAL: $55,170.00
CITY

COUNCIL

MEETING

DESCRIPTION ACCOUNT NUMBER AMOUNT
December 17,
2025
Asset Forfeiture funds to purchase
Police K9 Dodge Durango
8350-00-XNC-XNCL-
000-00000-434680- $55,170.00
TOTAL: $55,170.00
CITY

COUNCIL

MEETING

DESCRIPTION ACCOUNT NUMBER AMOUNT
December 17,
2025
Asset Forfeiture funds to purchase
Police K9 Dodge Durango
8350-57-MPD-PDAM-
000-0000-901100- $55,170.00
Total $55,170.00
Item Title: 10.7
Asset Forfeiture Appropriation of Funds
Item Page Number: 3

Menifee Mayor and City Council
December 17, 2025
Page
102 of 476

Amending the Fiscal Year 2025/26 Trust Fund Budget
Asset Forfeiture Funds to Purchase Police K9 Dodge Durango 2 4
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NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Menifee, California hereby to determine and order as follows:

Section 1.The annual budget for the Trust Fund 8350 for the City of Menifee for FY 2025/26 is hereby increased and amended to reflect unanticipated revenues and expenditures as follows:

FUND SUMMARY – TRUST FUND 8350
PASSED, APPROVED AND ADOPTED this 17th day of December, 2025. _____________________________
Bob Karwin, Mayor Pro Tem
Attest:
___________________________
Stephanie Roseen, City Clerk
Approved as to form:
___________________________
Jeffrey T. Melching, City Attorney

CATEGORY ADOPTED

BALANCE
PRIOR

ADJUSTMENTS

AMENDMENT
AMOUNT

AMENDED
TOTAL
Revenues $0.00 $145,000.00 $55,170.00 $200,170.00
Expenditures $0.00 $145,000.00 $55,170.00 $200,170.00
Item Title: 10.7
Asset Forfeiture Appropriation of Funds
Item Page Number: 4

Menifee Mayor and City Council
December 17, 2025
Page
103 of 476

RESOLUTION NO. 25-____

AMENDMENTS TO ADOPTED BUDGET:

REVENUE ADJUSTMENT – GENERAL FUND 1100
EXPENDITURE ADJUSTMENT – GENERAL FUND 1100

RECORD TRANSFER OF FUNDS
FROM ACCOUNT # TO ACCOUNT # AMOUNT
8350-57-MPD-PDAM-000-00000-
901100-
1100-57-XNC-XNCL-000-00000-
808350-
$55,170.00
TOTAL: $55,170.00
CITY

COUNCIL

MEETING

DESCRIPTION ACCOUNT NUMBER AMOUNT
December 17,
2025
Asset Forfeiture funds to purchase
Police K9 Dodge Durango
1100-57-XNC-XNCL-
000-00000-808350- $55,170.00
TOTAL: $55,170.00
CITY

COUNCIL

MEETING

DESCRIPTION ACCOUNT NUMBER AMOUNT
December 17,
2025
Asset Forfeiture funds to purchase
Police K9 Dodge Durango
1100-55-MPD-PDAM-
000-00000-660000- $55,170.00
Total $55,170.00
Item Title: 10.7
Asset Forfeiture Appropriation of Funds
Item Page Number: 5

Menifee Mayor and City Council
December 17, 2025
Page
104 of 476

Amending the Fiscal Year 2025/26 General Fund Budget
Asset Forfeiture Funds to Purchase Police K9 Dodge Durango 2 4
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NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Menifee, California hereby to determine and order as follows:

Section 1.The annual budget for the General Fund 1100 for the City of Menifee for FY 2025/26 is hereby increased and amended to reflect unanticipated revenues and expenditures as follows:

FUND SUMMARY – GENERAL FUND 1100
PASSED, APPROVED AND ADOPTED this 17th day of December, 2025. _____________________________
Bob Karwin, Mayor Pro Tem
Attest:
___________________________
Stephanie Roseen, City Clerk
Approved as to form:
___________________________
Jeffrey T. Melching, City Attorney

CATEGORY ADOPTED

BALANCE
PRIOR

ADJUSTMENTS

AMENDMENT
AMOUNT

AMENDED
TOTAL
Revenues $78,385,116.00 $2,184,399.82 $55,170.00 $80,624,685.82 Expenditures $78,021,373.00 $5,487,498.90 $55,170.00 $83,564,041.90 Item Title: 10.7
Asset Forfeiture Appropriation of Funds
Item Page Number: 6

Menifee Mayor and City Council
December 17, 2025
Page
105 of 476

CITY OF MENIFEE
SUBJECT: Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance
Services
MEETING DATE: December 17, 2025
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 Kaiser Foundation Health, Inc., Assessor’s Parcel Number (APN) 331- 120-058, located on the northeast corner of Encanto Drive and Rouse Road, into Community Facilities District (CFD) No. 2017-1, Maintenance Services, as Annexation No. 40; and

2. Adopt a resolution of intention to add Annexation No. 40 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 January 21, 2026.

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.

Kaiser Foundation Health, Inc., (Owner) owns APN 331-120-058, which consists of approximately four gross acres of a commercial vacant lot. The property is located on the northeast corner of Encanto Drive and Rouse Road, as shown in the attached Project Location Map. The Owner has requested that the City assist them in annexing APN 331-120-058 into CFD 2017-1 to cover the costs associated with the maintenance of public improvements. The area proposed for annexation would be designated as “Annexation No. 40,” and at build-out would include a Kaiser Permanente Medical Office Building. 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. 40, to pay for those services.

Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 1

Menifee Mayor and City Council
December 17, 2025
Page
106 of 476

City of Menifee Staff Report
CFD 2017-1, Annex 40 – Kaiser Medical
December 17, 2025

Page 2 of 2 ends

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Annexation No. 40 would have a maximum annual tax of $11,018 per acre and would be included in CFD No. 2017-1 as “Tax Zone 40.” This tax rate includes a Maximum Special Tax A of $3,844 per acre per year for maintenance services of public facilities and a Maximum Special Tax B (Contingent Tax B) of $7,174 per acre per year. The maximum annual tax rate is proposed to escalate each year at the greater of Consumer Price Index (CPI) or 2%. The attached CFD Maintenance Site Plan Exhibit illustrates which services 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 APN 331-120-058 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 January 21, 2026, and at that time, the Council would formally consider approval of the Annexation No. 40.

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 development, that there would be an annual collection of special tax revenues of approximately $16,375, 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 Owners. 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: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 2

Menifee Mayor and City Council
December 17, 2025
Page
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COMMUNITY FACILITIES DISTRICT 2017-1
(MAINTENANCE SERVICES)
ANNEXATION NO. 40

PROJECT MAP
Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 3

Menifee Mayor and City Council
December 17, 2025
Page
108 of 476

RESOLUTION NO. 25-

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. 40) 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. Name of the Community Facilities District. The existing community facilities district is known as “Community Facilities District No. 2017-1 (Maintenance Services).” Section 3. 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. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 4

Menifee Mayor and City Council
December 17, 2025
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Resolution of Intention Annex 40

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. 40, Community Facilities District No. 2017-1 (Maintenance Services), City of Menifee, County of Riverside, State of California," which is on file with the 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. Plan for Providing Services. The Services would 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.

Section 7. 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, would 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. 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.

Section 9. 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 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 10 hereof.

Section 10. Public Hearing. The City Council hereby fixes 6:00 p.m., or as soon thereafter as practicable, on Wednesday, January 21, 2026 in the City Council Chambers located at 29844 Haun Road, Menifee, California 92586, as the time and place when and where the City Council would 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 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

2 Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 5

Menifee Mayor and City Council
December 17, 2025
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Resolution of Intention Annex 40

the date herein fixed for said hearing. Said notice shall contain the information prescribed by Section 53339.4 of the Act.

Section 12. Mailing Ballots. In anticipation of its action on Wednesday, January 21, 2026 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 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 , 2025.

Bob Karwin, Mayor Pro Tem

Attest:

Stephanie Roseen, City Clerk

Approved as to form:

Jeffrey T. Melching, City Attorney

3 Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 6

Menifee Mayor and City Council
December 17, 2025
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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. 40 is currently comprised of one (1) parcel, located within the City boundaries. The property is identified by the following Riverside County Assessor's Parcel Numbers (APNs).

Assessor Parcel Number(s) Owner Name
331-120-058 Kaiser Foundation Health, Inc.

Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 7

Menifee Mayor and City Council
December 17, 2025
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EXHIBIT 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; 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. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 8

Menifee Mayor and City Council
December 17, 2025
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EXHIBIT C

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 Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 9

Menifee Mayor and City Council
December 17, 2025
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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 Men ifee 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.

Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 10

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December 17, 2025
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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 l imitation, 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
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December 17, 2025
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“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 Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 12

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December 17, 2025
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as determined by the Administrator. Once the Administrator determines the actual number of 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 Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A

1 TR 36299-1
& PM 9504
Single Family Residential Property RU $158
Multi-Family Residential Property RU $158
Non-Residential Property Acre $1,714

(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. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 13

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December 17, 2025
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TABLE 2

MAXIMUM SPECIAL TAX A RATES

APPROVED PROPERTY

Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A

1 TR 36299-1
& PM 9504
Single Family Residential Property RU $158
Multi-Family Residential Property RU $158
Non-Residential Property Acre $1,714

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
1 TR 36299-1
& PM 9504 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
Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 14

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December 17, 2025
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(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

Tax
Zone

Tract

Land Use Category
Taxable
Unit
Maximum
Special Tax B
(Contingent)

1 TR 36299-1
& PM 9504
Single Family Residential Property RU $0
Multi-Family Residential Property RU $0
Non-Residential Property Acre $0

(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. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 15

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December 17, 2025
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TABLE 5

MAXIMUM SPECIAL TAX B (CONTINGENT) RATES

APPROVED PROPERTY

Tax
Zone

Tract

Land Use Category
Taxable
Unit
Maximum
Special Tax B
(Contingent)

1 TR 36299-1
& PM 9504
Single Family Residential Property RU $0
Multi-Family Residential Property RU $0
Non-Residential Property Acre $0

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

Tax Zone Tracts Taxable Unit
Maximum Special
Tax B (Contingent)
1 TR 36299-1
& PM 9504 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 Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 16

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December 17, 2025
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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:

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. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 17

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December 17, 2025
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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 no t 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 Parce l 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.

Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 18

Menifee Mayor and City Council
December 17, 2025
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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 2025 -26. These services are being funded by the levy of Special Tax A for Community Facilities District No. 2017-1 Tax Zone 40.

TAX ZONE 40 (SERVICES)
APN 331-120-058

Item Description Estimated Cost
1 Landscaping $3,319
2 Lighting $2,353
3 Streets $4,426
4 Drainage $3,154
5 Reserves $1,988
6 Administration $1,135
Total $16,375

TAX ZONE 40 (CONTINGENT SERVICES)
APN 331-120-058
Special Tax B Contingent Services – The estimate breaks down the costs of providing one year’s contingent maintenance services for Fiscal Year 2025-26. If necessary, these services will be funded by the levy of Special Tax B (Contingent) for Community Facilities District No. 2017-1 Tax Zone 40.

Item Description Estimated Cost
1 Drainage $25,352
2 Reserves $3,807
3 Administration $1,403
Total $30,561
TAX ZONE 40
FY 2025-26 MAXIMUM SPECIAL TAX RATES

Land Use
Category
Taxable
Unit
Maximum
Special Tax A
Maximum
Special Tax B
Developed Acre $3,844 $7,174
Approved Acre $3,844 $7,174
Undeveloped Acre $3,844 $7,174

City of Menifee 11
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 10.8
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December 17, 2025
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MAXIMUM SPECIAL TAXES ASSIGNED TO EACH TAX ZONE
Tax
Zone
Fiscal
Year
Included
Tract/
APN
No. of
Taxabl
e Units
Land Use
Category
Taxable
Unit
Maximum
Special Tax
A
Maximum
Special Tax B
(Contingent)

Subdivider

1 2018-19

36299-1 & PM
9504
426 SFR RU $158 $0 Stark Menifee Land, LLC
548 MFR RU $158 $0 Stark Menifee Land, LLC &
Menifee Multifamily, LLC

27.68 NR Acre $1,714 $0 Several
2 2020-21 TR 37576 65 SFR RU $539 $43 Meritage Homes
3 2020-21 TR 28859 161 SFR RU $727 $0 Woodside O5S
4 2020-21 TTM 31098 258 SFR RU $878 $0 Lennar Homes of
California, Inc.
5 2020-21 TTM 36852 68 SFR RU $755 $151 Strata Holland, LLC 6 2021-22 TTM 37668 175 SFR RU $765 $295 Meritage Homes of California, Inc.
7 2022-23 TTM 31456 176 SFR RU $996 $0 RCFC Investments, LLC 8 2021-22 TR 32102 & TR
32102-1 256 SFR RU $674 $0
Diamond Brother Five
Partnership, LP and Pulte
Home Company, LLC
9 2021-22 TTM 37400 174 SFR RU $703 $0 D.R. Horton Los Angeles Holding Company, Inc.
10 2022-23 TPM 37380 3.62 NR Acre $3,588 $1,646 Briggs & 74, LLC 11 2024-25 TR 31194 552 SFR RU $913 $0 Golden Meadowland, LLC & Golden Hill Country, LLC
12 2022-23 TR 37408 & TR
37409 1,022 SFR RU $963 $5 BLC Fleming LLC
13 2022-23 TR 36803 80 SFR RU $556 $171 FPG Sun Menifee 80 LLC 14 2022-23 TR 32628 303 SFR RU $281 $45 FPG Tricon Menifee Property LLC
15 2022-23 PLN 20-0167 9.92 MFR/NR Acre $3,865 $2,375 Boulders Menifee LLC 16 2022-23 LLA 17-007 12.48 MFR Acre $3,273 $2,119 Jefferson Menifee, LLC 17 2023-24 PM 37145 4.82 NR Acre $3,137 $0 VSK Investments, LLC 18 2023-24 TR 37131 305 SFR RU $533 $38 AG EHC II (LEN) CA 1, LP 19 2023-24 PLN 22-0199 0.96 NR Acre $2,995 $0 DSMD Cajun Properties 20 2025-26 TTM 38525 45 SFR RU $1,139 $142 Menifee 50, LLC 21 2024-25 TR 38219 198 SFR RU $315 $71 Richmond American Homes of Maryland Inc.
22A 2023-24 TR 36658-1, -
3, -4, & -7 393 SFR RU $1,086 $100 Pulte Home Company, LLC 22B 2023-24 TR 36658-2 116 SFR RU $879 $100 Pulte Home Company, LLC 22C 2023-24 TR 36658-5
& 36658-6 247 SFR RU $879 $100 Pulte Home Company, LLC
23 2024-25 TR 37671 182 SFR RU $1,293 $0 Pulte Home Company, LLC 24 CANCELED
25 2025-26 TTM 37692 130 SFR RU $589 $179 Quail Hills, LP

26 2024-25

TTM 38126

96 SFR

$1,239

$0
Richmond American
Homes of Maryland, Inc.,
a Maryland corporation
Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 20

Menifee Mayor and City Council
December 17, 2025
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Tax
Zone
Fiscal
Year
Included
Tract/
APN
No. of
Taxabl
e Units
Land Use
Category
Taxable
Unit
Maximum
Special Tax
A
Maximum
Special Tax B
(Contingent)

Subdivider

27 2024-25

333-040-043,
333-040-044

1.89 NR

Acre

$5,016

$1,002
KA Menifee, LLC, Capital
Financial Group, Inc.

Defined Benefit Pension
Plan, Kaassi International,
Inc. Defined Benefit
Pension Plan, KZA Inc.

34 2025-26

TTM 31229

233

SFR

$1,033

$121
KB Home Cal
Management Services,
LLC
35 2025-26 335-481-017 30 MFR RU $525 $327 Navarro Trust DTD 05/01/2007
36 To Be Determined
37 To Be Determined
38 To Be Determined
39 To Be Determined
40 2025-26 331-120-058 4.44 NR Acre $3,844 $7,174 Kaiser Foundation Health, Inc.

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 13
Community Facilities District No. 2017-1 (Maintenance Services) Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 21

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December 17, 2025
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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.

Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 22

Menifee Mayor and City Council
December 17, 2025
Page
127 of 476

EXHIBIT D

ANNEXATION AND POTENTIAL ANNEXATION BOUNDARY MAPS

(ON FOLLOWING PAGES)
Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 23

Menifee Mayor and City Council
December 17, 2025
Page
128 of 476

·|}þ74
CFD 2017 -1
_\
TAX ZONE 40
·þ 74

MENIFEE

§¨¦215
Encanto

THIS 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.

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

COUNTY RECORDER OF THE COUNTY OF RIVERSIDE,
STATE 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

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
ANNEXATION MAP NO. 40
COMMUNITY FACILITIES DISTRICT NO. 2017-1
(MAINTENANCE SERVICES)

CITY OF MENIFEE

COUNTY OF RIVERSIDE, STATE OF CALIFORNIA

40 §¦¨
215 331-120-058

Rouse Rd

SHEET 1 OF 1 SHEET

RECORDED THIS DAY OF , 20 AT

THE HOUR OF O'CLOCK M IN BOOK

PAGE OF MAPS OF ASSESSMENT AND COMMUNITY

FACILITIES DISTRICTS IN THE OFFICE OF THE COUNTY

RECORDER, IN THE COUNTY OF RIVERSIDE, STATE OF
CALIFORNIA.

FEE: NO.:

PETER ALDANA, ASSESSOR, COUNTY CLERK, RECORDER

BY:

DEPUTY

FILED IN THE OFFICE OF THE CITY CLERK, CITY OF
MENIFEE, THIS DAY OF , 20 .

CITY CLERK

CITY OF MENIFEE

LEGEND

PARCEL LINE

CFD BOUNDARY

CITY BOUNDARY

XXX-XXX-XXX ASSESSOR PARCEL NUMBER
-
40 TAX ZONE

0 250

500 1,000 Feet

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 2025 -26.

Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 24

Menifee Mayor and City Council
December 17, 2025
Page
129 of 476

I HEREBY CERTIFY THAT THE WITHIN MAP SHOWING PROPOSED

BOUNDARIES OF POTENTIAL ANNEXATION AREA OF COMMUNITY
FACILITIES DISTRICT NO. 2017-1 !MAINTENANCE SERVICES), CITY

OFMENIFEE, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA, WAS APPROVED BY THE CITY COUNCIL OF THE CITY Of MENIFEE AT A REGULAR MEETING THEREOF, HELD ON _E._ DAY OF
�OJ.1,
BY RESOLUTION NO. I -I 11::::9· <

BOUNDARIES - POTENTIAL ANNEXATION AREA
COMMUNITY FACILITIES DISTRICT NO. 2017-1
(MAINTENANCE SERVICES)

CITY OF MENIFEE, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA

�-
SHEET 1 OF 1 �HEET

RECORDED THIS1oAY OF NOJtroh.lJL , 20J.1.AT
THE HOUR OF t.:.!1.9. O'CLOCK .£.M. IN BOOK aL_
PAGE .2Q_ OF MAPS OF ASSESSMENT AND COMMUNITY

FACILITIES DISTRICTS IN THE OFFICE OF THE COUNTY

RECORDER, IN THE COUNTY OF RIVERSIDE, STATE OF
CALIFORNIA.

FEE: 1'\0.00 N0.:2017:0Hla'i>JOJ

PETER ALDANA, ASSESSOR, COUNTY CLERK, RECORDER

BY: �tlJ!rll)N�
DEPUTY

FILEDIN THE OFFICE OF THE CITY CLERK, CITYOF MENIFEE,
THIS 2°._DAY Of� 20-1]_.

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MOUAJIIOI RO

�1 ) •-:I'°

11.CLU..!i.l Rtl

�

SPICER CONSULTING
0 AO UP
Legend
- ANNEXATION AREA BOUNDARY

W+E
s
Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 25

Menifee Mayor and City Council
December 17, 2025
Page
130 of 476

Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 26

Menifee Mayor and City Council
December 17, 2025
Page
131 of 476

Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 27

Menifee Mayor and City Council
December 17, 2025
Page
132 of 476

Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 28

Menifee Mayor and City Council
December 17, 2025
Page
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Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 29

Menifee Mayor and City Council
December 17, 2025
Page
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Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 30

Menifee Mayor and City Council
December 17, 2025
Page
135 of 476

Mark Itzigsohn
Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 31

Menifee Mayor and City Council
December 17, 2025
Page
136 of 476

EXHIBIT F

NOTICE OF PUBLIC HEARING

NOTICE OF PUBLIC HEARING ON RESOLUTION OF INTENTION TO ANNEX TERRITORY TO AN EXISTING COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) (ANNEXATION NO. 40)

NOTICE IS HEREBY GIVEN that the City Council of the City of Menifee on December 17, 2025 adopted its Resolution No. 2025 -__, in which it declared its intention to annex territory to existing Community Facilities District No. 201 7-1 (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, January 21, 2026 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. 201 7-1. 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 January 21, 2026 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: ____________, 2026 _________________________________________ City Clerk of the City of Menifee
PUB: ____________, 2026

Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 32

Menifee Mayor and City Council
December 17, 2025
Page
137 of 476

EXHIBIT G
BALLOT

CITY OF MENIFEE

COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) ANNEXATION NO. 40

(January 21, 2026)
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 Total Votes
Kaiser Foundation Health, Inc. 4.44 5

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 January 7, 2026, 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 January 21, 2026, 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 January 21, 2026.

Very truly yours,

Stephanie Roseen
City Clerk
City of Menifee
Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 33

Menifee Mayor and City Council
December 17, 2025
Page
138 of 476

MARK “YES” OR
“NO” WITH AN “X”:

YES

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:
plus an annual increase on each July 1, commencing on July 1, 2026 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. 40 of Community Facilities District No. 2017 -1 (Maintenance Services) City of Menifee” including landscaping, lighting, streets, and drainage for Special Tax A, and drainage for Special Tax B, as provided in the Rate and Method of Apportionment which is attached as Exhibit C to Resolution No. 2025 - adopted by the City Council of the City of Menifee on December 17, 2025 (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? NO
TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.

OFFICIAL SPECIAL TAX BALLOT

Name & Address of Property Owner: Assessor’s Parcel Number(s):

Kaiser Foundation Health, Inc.

Attn: Mark Itzigsohn
74 N. Pasadena Ave 8th Floor
Pasadena, CA 91103

331-120-058

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

Land Use
Category
Maximum
Special Tax A
Maximum
Special Tax B
Non-Residential $3,844 $7,174

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 .

Mark Itzigsohn
Vice President

Signature
Print Name

Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 34

Menifee Mayor and City Council
December 17, 2025
Page
139 of 476

Item Title: 10.8
Resolution of Intention for Annexation No. 40, Kaiser Medical, into Community Facility District 2017-1, Maintenance Services Item Page Number: 35

Menifee Mayor and City Council
December 17, 2025
Page
140 of 476

CITY OF MENIFEE
SUBJECT: Agreement Amendments for the Capital Improvement Program Division of the Public Works Department
MEETING DATE: December 17, 2025
TO: Mayor and City Council
PREPARED BY: Jenny McConville, Management Analyst
REVIEWED BY: Nick Fidler, Public Works Director
APPROVED BY: Armando G. Villa, City Manager
-------------------------------------------------------------------------------------------------------------------------------

RECOMMENDED ACTION

1. Approve and authorize the City Manager to execute amendments with T.Y. Lin International, Engineering Resources of Southern California, Inc., NV5, Inc., Studio 2G Architects, LLP., and BFK Architecture & Planning, extending the terms of service for various Professional Services Agreements supporting the Capital Improvement Program Division of the Public Works Department.

DISCUSSION
The Capital Improvement Program (CIP) Division of the Public Works Department is responsible for the review and delivery of projects in a timely and cost-effective manner. In order to do this, the CIP division utilizes professional service agreements (Agreements) to support staff in processing more technical and specialized elements of project delivery. These services include, but are not limited to, various aspects of plan review, architectural and design support, environmental assessment, project inspection, and construction management services.

Due to the nature of project delivery, there are instances when agreements must be extended beyond their original terms to allow for the scope of services to be completed. This is necessary due to project tasks that may be delayed by circumstances outside the City’s control, which often include complying with external regulatory agency requirements or project material delivery and utility coordination delays. Staff have determined that it is necessary to extend the terms of several existing agreements for the reasons stated above. All agreements to be extended currently expire on December 31, 2025.

Details for each of the attached proposed agreement amendments are provided on subsequent pages. The following projects are in various phases of activity and are ongoing, requiring term extensions to ensure the scope of work is fulfilled by the respective firms.

Item Title: 10.9
Agreement Amendments for the Capital Improvement Program Division of the Public Works Department Item Page Number: 1

Menifee Mayor and City Council
December 17, 2025
Page
141 of 476

City of Menifee Staff Report
CIP PSA Amendments
December 17, 2025

Page 2 of 5 ends

3 0
1 4
CIP 13-03 Holland Road/I-215 Overcrossing Project – Professional Environmental and Civil Engineering Services Agreement with T.Y. Lin International (T.Y Lin) The construction phase is completed. The contractor has completed punch list items and submitted the required closeout documents and as-builts. T.Y. Lin is tasked with compiling this information and submitting it to the California Department of Transportation (Caltrans) and the City for review and approval prior to final project acceptance. Amendment no. 9 would extend the current agreement by four months from its current termination date and allow the additional time necessary to complete the required closeout tasks. The proposed amendment is for term extension only and would not increase the total not-to-exceed amount of the agreement, as outlined in Table 1 below.

TABLE 1 – T.Y. LIN INTERNATIONAL AGREEMENT HISTORY
Date Approved Amount Scope Contract Term
Original PSA 4/16/2014 $1,766,130
Architectural &
Engineering
Services
6/30/2019
Amendment No. 1 4/14/2016 $95,100
Addition of noise
mitigating walls to
conceptual design
plans, additional
utility coordination
N/A
Amendment No. 2 7/18/2018 $276,960
Revise plans per
SCE and Caltrans,
update all plans to
latest Caltrans
standards
N/A
Amendment No. 3 5/01/2019 Term Only N/A 12/31/2023
Amendment No. 4 9/01/2021 $280,928
Address extensive
plan comments
from regulatory
agencies
N/A
Amendment No. 5 5/4/2022 $77,390 Revise water
plans per EMWD N/A
Amendment No. 6 10/11/2023 $75,159
Revise plans due
to unforeseen
utility conflicts
12/31/2024
Amendment No. 7 11/20/2024 $15,000
Revise civil &
electrical (utility)
plans for
Holland/Hanover
intersection
6/30/2025
Amendment No. 8 6/4/2025 Term Only N/A 12/31/2025
Amendment No. 9 PENDING TERM ONLY N/A 6/30/2026
Item Title: 10.9
Agreement Amendments for the Capital Improvement Program Division of the Public Works Department Item Page Number: 2

Menifee Mayor and City Council
December 17, 2025
Page
142 of 476

City of Menifee Staff Report
CIP PSA Amendments
December 17, 2025

Page 3 of 5 ends

3 0
1 4
CIP 20-13 Paloma Wash Pedestrian Bridge Project – Design Services Agreement with Engineering Resources of Southern California, Inc. (ERSC) The prefabricated bridge has been placed. Construction is ongoing and anticipated to be completed in January 2026. The design and manufacturing of the bridge were bid separately. The project required additional design and coordination efforts to comply with Riverside County Flood Control and Water Conservation District’s maintenance requirements. Amendment no. 5 would allow ERSC to complete their full scope of work, which includes support for post-construction tasks such as finalizing as-built plans. The proposed amendment is for term extension only and would not increase the total not-to-exceed amount of the agreement, as outlined in Table 2 below.

TABLE 2 – ERSC AGREEMENT HISTORY
PSA Activity Date approved Amount Scope Contract
Term
Original PSA 6/1/2022 $235,940 Design Services 12/31/2023 Amendment No. 1 12/6/2023 Term Only N/A 12/31/2024
Amendment No. 2 6/20/2024 $9,885 Required
Environmental Services N/A
Amendment No. 3 12/17/2024 Term Only N/A 12/31/2025
Amendment No. 4 2/5/2025 $67,375
Additional
environmental &
bidding support
N/A
Amendment No. 5 PENDING TERM ONLY N/A 6/30/2026
CIP 23-01 Murrieta Road Bridge over Salt Creek Project – Architectural and Engineering Design Services Agreement with NV5, Inc.

NV5 was awarded separate design contracts for the Murrieta Road Bridge over Salt Creek project and also the Bradley Road Bridge over Salt Creek project. As a result of receiving federal funding for the Bradley Bridge, NV5 requested and received authorization from the City to concentrate all of their efforts on updating the Bradley Bridge plans to the latest seismic and bridge standards in an effort to move the Bradley Bridge into the bidding phase quickly. This focused work also required addressing additional trail-related encroachment permit issues and resolution to a last- minute request from Southern California Edison (SCE) to install additional conduits within the Bradley Bridge cell. Ultimately, this priority shift in project focus impacted the timeline for the design for the Murrieta Road Bridge over Salt Creek project, which was placed on hold. The design efforts on the Murrieta Bridge have now restarted. Amendment No. 2 would allow the Murrieta Bridge design phase to continue and NV5 to complete the full scope of work. The proposed amendment is for a term extension only and would not increase the total not-to-exceed amount of the agreement, as outlined in Table 3.

TABLE 3 – NV5, INC. AGREEMENT HISTORY
Date
approved Amount Scope Contract
Term
Original PSA 2/1/2023 $1,778,391 Architectural & Engineering Design Services 6/30/2024
Amendment No. 1 6/19/2024 Term Only N/A 12/31/2025
Amendment No. 2 PENDING TERM
ONLY N/A 12/31/2026
Item Title: 10.9
Agreement Amendments for the Capital Improvement Program Division of the Public Works Department Item Page Number: 3

Menifee Mayor and City Council
December 17, 2025
Page
143 of 476

City of Menifee Staff Report
CIP PSA Amendments
December 17, 2025

Page 4 of 5 ends

3 0
1 4
CIP 23-13 Cherry Hills Facility Improvements Ph. I Project – Architectural and Engineering Services Agreement with Studio 2G Architects, LLP (Studio 2G) The project required asbestos abatement and now requires post-abatement redesign to ensure best use of the existing and renovated space. Amendment No. 1 would allow Studio 2G to complete their full scope of work, including the post-abatement redesign efforts. The proposed amendment is for a term extension only and would not increase the total not-to-exceed amount of the agreement, as outlined in Table 4 below.

TABLE 4 – STUDIO 2G ARCHITECTS, LLP AGREEMENT HISTORY
Date approved Amount Scope Contract Term
Original PSA 4/3/2024 $218,170.20
Architectural and
Engineering
Services
12/31/2025
Amendment No. 1 PENDING TERM ONLY N/A 12/31/2026
CIP 24-05 Fire Station No. 76 Living Area Improvements – Architectural and Engineering Services Agreement with BFK Architecture & Planning (BFK) The project is currently under construction and is anticipated to be completed by mid-2026. The permitting and design coordination efforts required more time than originally anticipated to ensure the improvements were in compliance with local building code requirements. Amendment no. 1 would allow BFK to complete their full scope of work, which includes post-construction support for tasks such as finalizing as-built plans. The proposed amendment is for a term extension only and would not increase the total not-to-exceed amount of the agreement, as outlined in Table 5 below.

TABLE 5 – BFK AGREEMENT HISTORY
Date approved Amount Scope Contract Term
Original PSA 11/1/2023 $158,250
Architectural and
Engineering
Services
12/31/2025
Amendment No. 1 PENDING TERM ONLY N/A 12/31/2026
Pursuant to Resolution No. 24-1569 and Menifee Municipal Code §3.12.150, amendments or change orders in the aggregate amount greater than 10% of the agreement amount, exceeds a time extension of 120 days, or that exceeds the City Manager’s signing authority shall be approved by the City Council.

STRATEGIC PLAN OBJECTIVE
Connectivity and Mobility

FISCAL IMPACT
There are no fiscal impacts associated with the approval of the proposed term extension amendments presented above.

Item Title: 10.9
Agreement Amendments for the Capital Improvement Program Division of the Public Works Department Item Page Number: 4

Menifee Mayor and City Council
December 17, 2025
Page
144 of 476

City of Menifee Staff Report
CIP PSA Amendments
December 17, 2025

Page 5 of 5 ends

3 0
1 4

ATTACHMENTS

1. Amendment No. 9 – T.Y. Lin for CIP 13-03

2. Amendment No. 5 – ERSC for CIP 20-13

3. Amendment No. 2 – NV5 for CIP 23-01

4. Amendment No. 1 – Studio 2G Architects for CIP 23-13

5. Amendment No. 1 – BFK for CIP 24-05
Item Title: 10.9
Agreement Amendments for the Capital Improvement Program Division of the Public Works Department Item Page Number: 5

Menifee Mayor and City Council
December 17, 2025
Page
145 of 476

AMENDMENT NO. 9 TO

PROFESSIONAL SERVICES AGREEMENT

ENVIRONMENTAL AND CIVIL ENGINEERING DESIGN SERVICES ON THE HOLLAND RD/I-215 OVERCROSSING PROJECT, CIP 13-03
AMENDMENT NO. 9 TO

PROFESSIONAL SERVICES AGREEMENT

ENVIRONMENTAL AND CIVIL ENGINEERING DESIGN SERVICES ON THE HOLLAND RD/I-215 OVERCROSSING PROJECT, CIP 13-03
This is Amendment No. 9 (“Amendment 9”) to that certain Professional Services Agreement (“Agreement”) made on April 16, 2014 between the City of Menifee (“City”) and T.Y.

LIN INTERNATIONAL (“Consultant”) for ENVIRONMENTAL AND CIVIL ENGINEERING DESIGN SERVICES ON THE HOLLAND RD/I-215 OVERCROSSING PROJECT, CIP #13-03 as amended by that certain Change Order to the Agreement entered into on April 14, 2016 (“Amendment No. 1”), as amended by that certain Amendment No. 2 to the Agreement entered into on July 18, 2018 (“Amendment No. 2”), as amended by that certain Amendment No. 3 entered into on May 1, 2019 (“Amendment No. 3”), as amended by that certain Amendment No. 4 entered into on September 1, 2021 (“Amendment No. 4”), as amended by that Amendment No. 5 entered into on May 4, 2022 (“Amendment No. 5”), as amended by that certain Amendment No. 6 entered into on October 11, 2023 (“Amendment No. 6”), as amended by that certain Amendment No. 7 entered into on November 20, 2024 (“Amendment No. 7”), as amended by that certain Amendment No. 8 entered into on June 4, 2025 (“Amendment No. 8”), which this Amendment No. 9 is made and entered into on ______________, 2025 to extend the term of the Agreement as indicated below:

1. Capitalized terms used but not defined in this Amendment No. 9 shall have the meanings ascribed to them in the Agreement.

2. Section 1.1, “Term of Services” is amended to read as follows:

1.1 Term of Services. The term of this Agreement shall begin on the April 16, 2014 and shall end on June 30, 2026 unless the term of the Agreement is otherwise terminated or extended as provided for in Section 8. The time provided to Contractor to complete the services required by this Agreement shall not affect the City's right to terminate the Agreement, as provided for in Section 8.

3. All other terms and conditions of the Agreement remain in full force and effect.

4. This Amendment No. 9 may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement.

Item Title: 10.9
Agreement Amendments for the Capital Improvement Program Division of the Public Works Department Item Page Number: 6

Menifee Mayor and City Council
December 17, 2025
Page
146 of 476

AMENDMENT NO. 9 TO

PROFESSIONAL SERVICES AGREEMENT

ENVIRONMENTAL AND CIVIL ENGINEERING DESIGN SERVICES ON THE HOLLAND RD/I-215 OVERCROSSING PROJECT, CIP 13-03
CITY OF MENIFEET.Y. LIN INTERNATIONAL
_______________________________ _______________________________ Armando G. Villa, City Manager Dan Fitzwilliam, Bridge Sector Manager- Southwest, Vice President
Attest: ________________________________
Jim Rucker, Vice President, Roads and
Highways Operations Manager
_______________________________
Stephanie Roseen, City Clerk
Approved as to Form:
_______________________________
Jeffrey T. Melching, City Attorney
Item Title: 10.9
Agreement Amendments for the Capital Improvement Program Division of the Public Works Department Item Page Number: 7

Menifee Mayor and City Council
December 17, 2025
Page
147 of 476

AMENDMENT NO. 5 TO

PROFESSIONAL SERVICES AGREEMENT
CIP 20-13: PALOMA WASH PEDESTRIAN BRIDGE PROJECT
(PROFESSIONAL DESIGN SERVICES)
AMENDMENT NO.5 TO

PROFESSIONAL SERVICES AGREEMENT
CIP 20-13: PALOMA WASH PEDESTRIAN BRIDGE PROJECT
(PROFESSIONAL DESIGN SERVICES)
This is Amendment No. 5 (“Amendment No. 5”) to that certain Professional Services Agreement (“Agreement”) made on June 1, 2022, between the City of Menifee (“City”) and ENGINEERING RESOURCES OF SOUTHERN CALIFORNIA (“Consultant”) for CIP 20-13 PALOMA WASH PEDESTRIAN BRIDGE PROJECT (PROFESSIONAL DESIGN SERVICES), as amended by that certain Amendment No. 1 to the Agreement entered into on December 6, 2023 (“Amendment No. 1”), as amended by that certain Amendment No. 2 to the Agreement entered into on June 20, 2024 (“Amendment No. 2”), as amended by that certain Amendment No. 3 to the Agreement entered into on December 17, 2024 (“Amendment No. 3”), as amended by that certain Amendment No. 4 to the Agreement entered into on February 5, 2025 (“Amendment No. 4”) which this Amendment No. 5 is made and entered into on , 2025 to extend the term of the Agreement as indicated below:

1. Capitalized terms used but not defined in this Amendment No. 5 shall have the meanings ascribed to them in the Agreement.

2. Section 1.1, “Term of Services” is amended to read as follows:

1.1 Term of Services. The term of this Agreement shall begin on the June 1, 2022 and shall end on June 30, 2026 unless the term of the Agreement is otherwise terminated or extended as provided for in Section 8. The time provided to Contractor to complete the services required by this Agreement shall not affect the City's right to terminate the Agreement, as provided for in Section 8.

3. All other terms and conditions of the Agreement remain in full force and effect.

4. This Amendment No. 5 may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement.

Item Title: 10.9
Agreement Amendments for the Capital Improvement Program Division of the Public Works Department Item Page Number: 8

Menifee Mayor and City Council
December 17, 2025
Page
148 of 476

AMENDMENT NO. 5 TO

PROFESSIONAL SERVICES AGREEMENT
CIP 20-13: PALOMA WASH PEDESTRIAN BRIDGE PROJECT
(PROFESSIONAL DESIGN SERVICES)

CITY OF MENIFEE ENGINEERING RESOURCES OF

SOUTHERN CALIFORNIA
Armando G. Villa, City Manager John M. Burdin, President Attest:

Moe Alimadi, Vice President
Stephanie Roseen, City Clerk
Approved as to Form:

Jeffrey T. Melching, City Attorney
Item Title: 10.9
Agreement Amendments for the Capital Improvement Program Division of the Public Works Department Item Page Number: 9

Menifee Mayor and City Council
December 17, 2025
Page
149 of 476

AMENDMENT NO. 2 TO

PROFESSIONAL SERVICES AGREEMENT
CIP 23-01 MURRIETA ROAD BRIDGE OVER SALT CREEK PROJECT
(ARCHITECTURAL AND ENGINEERING DESIGN SERVICES)
AMENDMENT NO. 2 TO

PROFESSIONAL SERVICES AGREEMENT
CIP 23-01 MURRIETA ROAD BRIDGE OVER SALT CREEK PROJECT
(ARCHITECTURAL AND ENGINEERING DESIGN SERVICES)
This is Amendment No. 2 (“Amendment No. 2”) to that certain Professional Services Agreement (“Agreement”) made on February 1, 2023, between the City of Menifee (“City”) and NV5, Inc. (“Consultant”) for CIP 23-01 MURRIETA ROAD BRIDGE OVER SALT CREEK PROJECT (ARCHITECTURAL AND ENGINEERING DESIGN SERVICES), as amended by that certain Amendment No. 1 to the Agreement entered into on June 19, 2024 (“Amendment No. 1”), which this Amendment No. 2 is made and entered into on , 2025 to extend the term of the Agreement as indicated below:

1. Capitalized terms used but not defined in this Amendment No. 2 shall have the meanings ascribed to them in the Agreement.

2. Section 1.1, “Term of Services” is amended to read as follows:

Term of Services. The term of this Agreement shall begin on February 1, 2023 and shall end on December 31, 2026 unless the term of this Agreement is otherwise terminated or extended as provided for in Section 8. The time provided to Consultant to complete the Services required by this Agreement shall not affect the City's right to terminate this Agreement, as provided for in Section 8.

3. All other terms and conditions of the Agreement remain in full force and effect.

4. This Amendment No. 2 may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement.

Item Title: 10.9
Agreement Amendments for the Capital Improvement Program Division of the Public Works Department Item Page Number: 10

Menifee Mayor and City Council
December 17, 2025
Page
150 of 476

AMENDMENT NO. 2 TO

PROFESSIONAL SERVICES AGREEMENT
CIP 23-01 MURRIETA ROAD BRIDGE OVER SALT CREEK PROJECT
(ARCHITECTURAL AND ENGINEERING DESIGN SERVICES)
CITY OF MENIFEE NV5, Inc.

Armando G. Villa, City Manager Jeffrey Cooper, Senior Vice President Attest:

MaryJo OBrien, Corporate Secretary
Stephanie Roseen, City Clerk
Approved as to Form:

Jeffrey T. Melching, City Attorney
Item Title: 10.9
Agreement Amendments for the Capital Improvement Program Division of the Public Works Department Item Page Number: 11

Menifee Mayor and City Council
December 17, 2025
Page
151 of 476

AMENDMENT NO. 1 TO

PROFESSIONAL SERVICES AGREEMENT
CIP 23-13 CHERRY HILLS FACILITY IMPROVEMENTS - PHASE 1
(ARCHITECTURAL AND ENGINEERING SERVICES)
AMENDMENT NO.1 TO

PROFESSIONAL SERVICES AGREEMENT
CIP 23-13 CHERRY HILLS FACILITY IMPROVEMENTS - PHASE 1
(ARCHITECTURAL AND ENGINEERING SERVICES)
This is Amendment No. 1 (“Amendment No. 1”) to that certain Professional Services Agreement (“Agreement”) made on April 3, 2024, between the City of Menifee (“City”) and STUDIO 2G ARCHITECTS, LLP (“Consultant”) for CIP 23-13 CHERRY HILLS FACILITY IMPROVEMENTS - PHASE 1 (ARCHITECTURAL AND ENGINEERING SERVICES), which this Amendment No. 1 is made and entered into on , 2025, to extend the term of the Agreement as indicated below:

1. Capitalized terms used but not defined in this Amendment No. 1 shall have the meanings ascribed to them in the Agreement.

2. Section 1.1, “Term of Services” is amended to read as follows:

1.1 Term of Services. The term of this Agreement shall begin on April 3, 2024 and shall end on December 31, 2026 unless the term of this Agreement is otherwise terminated or extended as provided for in Section 8. The time provided to Consultant to complete the Services required by this Agreement shall not affect the City's right to terminate this Agreement, as provided for in Section 8.

3. All other terms and conditions of the Agreement remain in full force and effect.

4. This Amendment No. 1 may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement.

Item Title: 10.9
Agreement Amendments for the Capital Improvement Program Division of the Public Works Department Item Page Number: 12

Menifee Mayor and City Council
December 17, 2025
Page
152 of 476

AMENDMENT NO. 1 TO

PROFESSIONAL SERVICES AGREEMENT
CIP 23-13 CHERRY HILLS FACILITY IMPROVEMENTS - PHASE 1
(ARCHITECTURAL AND ENGINEERING SERVICES)
CITY OF MENIFEE STUDIO 2G ARCHITECTS, LLP
Armando G. Villa, City Manager Heidi Gibson, Partner, Project Architect Attest:

Ashley Mayou, Jr., Partner, Project Manager
Stephanie Roseen, City Clerk
Approved as to Form:

Jeffrey T. Melching, City Attorney
Item Title: 10.9
Agreement Amendments for the Capital Improvement Program Division of the Public Works Department Item Page Number: 13

Menifee Mayor and City Council
December 17, 2025
Page
153 of 476

AMENDMENT NO.1 TO

PROFESSIONAL SERVICES AGREEMENT
CIP 24-05 FIRE STATION NO. 76 (ARCHITECTURAL & ENGINEERING SERVICES) AMENDMENT NO.1 TO

PROFESSIONAL SERVICES AGREEMENT
CIP 24-05 FIRE STATION NO. 76 (ARCHITECTURAL & ENGINEERING SERVICES) This is Amendment No. 1 (“Amendment No. 1”) to that certain Professional Services Agreement (“Agreement”) made on November 1, 2023, between the City of Menifee (“City”) and BFK ARCHITECTURE & PLANNING (“Consultant”) for CIP 24-05 FIRE STATION NO. 76 (ARCHITECTURAL & ENGINEERING SERVICES), which this Amendment No. 1 is made and entered into on , 2025 to extend the term of the Agreement as indicated below:

1. Capitalized terms used but not defined in this Amendment No. 1 shall have the meanings ascribed to them in the Agreement.

2. For the purposes of the Agreement, Consultant confirms that its registered corporation is “Brian F Knight, Architect, Inc.” and that such corporation is responsible under the Agreement notwithstanding doing business as “BFK Architecture and Planning”. The preamble to the Agreement is hereby revised to refer to “Brian F Knight Architect, Inc DBA BFK Architecture and Planning.”

3. Section 1.1, “Term of Services” is amended to read as follows:

1.1 Term of Services. The term of this Agreement shall begin on the November 1, 2023 and shall end on December 31, 2026 unless the term of the Agreement is otherwise terminated or extended as provided for in Section 8. The time provided to Contractor to complete the services required by this Agreement shall not affect the City's right to terminate the Agreement, as provided for in Section 8.

4. All other terms and conditions of the Agreement remain in full force and effect.

5. This Amendment No. 1 may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement.

Item Title: 10.9
Agreement Amendments for the Capital Improvement Program Division of the Public Works Department Item Page Number: 14

Menifee Mayor and City Council
December 17, 2025
Page
154 of 476

AMENDMENT NO.1 TO

PROFESSIONAL SERVICES AGREEMENT
CIP 24-05 FIRE STATION NO. 76 (ARCHITECTURAL & ENGINEERING SERVICES)

CITY OF MENIFEE BFK ARCHITECTURE & PLANNING
Armando G. Villa, City Manager Brian F. Knight, President/CEO Attest:

Brian F. Knight, Secretary
Stephanie Roseen, City Clerk
Approved as to Form:

Jeffrey T. Melching, City Attorney
Item Title: 10.9
Agreement Amendments for the Capital Improvement Program Division of the Public Works Department Item Page Number: 15

Menifee Mayor and City Council
December 17, 2025
Page
155 of 476

CITY OF MENIFEE
SUBJECT: Public Works On-Call Stormwater Related Services Bid Rejection
MEETING DATE: December 17, 2025
TO: Mayor and City Council
PREPARED BY: Chris Gehrki, Management Analyst II
REVIEWED BY: Nick Fidler, Public Works Director
APPROVED BY: Armando G. Villa, City Manager
-------------------------------------------------------------------------------------------------------------------------------

RECOMMENDED ACTION

1. Reject all bids received in response to Notice Inviting Bids No. 2026-01 On-Call Stormwater Related Services, in accordance with Public Contract Code § 20166 and authorize staff to issue a Request for Qualifications (RFQ) to establish one or multiple on-call contractors.

DISCUSSION
On September 8, 2025, staff solicited competitive bids for the Notice Inviting Bid (NIB) 2026-01, On-Call Stormwater Related Services through PlanetBids. Keeping storm drains and catch basins clean and free of debris is a requirement of the National Pollutant Discharge Elimination System (NPDES). Compliance with NPDES and other stormwater mandates require regular inspection of all catch basins and replacement of filters located within certain catch basins.

NIB 2026-01 was advertised for 30 days with a bid opening date of October 8, 2025. The bid specifications required all bidders to bid on five separate stormwater maintenance service line items; three of which are considered routine in nature, and two that are considered extraordinary or emergency services that would only be requested should a need arise. The City received a total of four bids which are summarized in Table 1 below.

TABLE 1 – BID RESULT SUMMARY
Firm Name Total Bid Amount
American Integrated Services, Inc. $2,022.00
Southwest Infrastructure, Inc. $4,260.00
Downstream Services, Inc. $5,460.00
United Storm Water, Inc. $11,540.50
The Total Bid Amount column in Table 1 represents each firm’s collective total of the cost proposed to perform one response for each type of service in the line-item bid. The bid solicitation resulted in a wide range of proposed service costs when totaled in this way.

Item Title: 10.10
Public Works On-Call Stormwater Related Services Bid Rejection Item Page Number: 1

Menifee Mayor and City Council
December 17, 2025
Page
156 of 476

City of Menifee Staff Report
On-Call Stormwater Related Services Bid Rejection
December 17, 2025

Page 2 of 2 ends

2 7
9 2
Upon further evaluation of the bid results, staff determined that separating bid items into those used more frequently and those used less often demonstrated that the lowest responsible bidder for one service was not the lowest bidder overall when the other service costs were totaled. For example, the apparent low bidder for routine maintenance, which is the most frequent cost incurred, was not the lowest bidder for extraordinary or emergency type services. Given the wide range of costs proposed, and the large inventory of City stormwater facilities to be maintained, staff determined it would be more economical, and operationally efficient, to develop a short list of multiple vendors to be contracted for on-call stormwater-related services.

The competitive bid process initially performed does not permit award of contract to multiple vendors. Development of a short list of vendors would require that City Council reject the current bids and authorize staff to readvertise for services. If the proposed bid rejection is approved, a Request for Qualifications (RFQ) solicitation would be administered that would allow staff to evaluate all responding firms more comprehensively on aspects such as response time, staffing and equipment readiness, emergency service capacity, and not simply service cost. Developing a short list would also provide an opportunity for multiple vendors to provide on-call services to the City as well as maintaining price competitiveness for the City.

Public Contract Code § 20166 allows a legislative body, in its discretion, to reject any bids and readvertise. The attached Notice of Intent to Cancel Bid has been posted on Planetbids. If bid rejection is approved, a notification confirming rejection of all bids would be sent to the firms listed in Table 1. Subsequently, staff would readvertise on-call stormwater-related services through the issuance of a RFQ. Upon completion of the RFQ process, staff would return to City Council with any recommendations for establishing an approved short list of on-call vendors. Below is a tentative schedule reflecting the proposed rebid of the project:

Action Date
RFQ Opening January 2026
Approval/Award by City Council March 2026
On-Call Services Available April 2026
The schedule above assumes no unforeseen delays.

STRATEGIC PLAN OBJECTIVE
Safe and Vibrant Community

FISCAL IMPACT
There is no fiscal impact associated with the recommended action. It is anticipated that administering an RFQ would allow staff to establish a short-list of multiple vendors which would better support operational flexibility for maintenance, ensure multiple options for emergency response during storm events, and ensure services are delivered cost effectively.

ATTACHMENTS

1. Notice of Intent to Cancel Bids
Item Title: 10.10
Public Works On-Call Stormwater Related Services Bid Rejection Item Page Number: 2

Menifee Mayor and City Council
December 17, 2025
Page
157 of 476

NOTICE OF INTENT TO CANCEL BID
Project Name: On Call Stormwater Related Services
Bid Opening Date: October 8, 2025
Project Manager: Chris Gehrki
Notice -Posting Date: November 4, 2025
Notice Posting Location: PlanetBids Vendor Portal
A bid opening for the above-mentioned project was held on October 8 , 2025, at 3:00 PM on the City’s PlanetBids Vendor Portal.

P
er section 22, REJECTION OF BIDS, page 10, of the “Instructions to Bidders”; City staff, after further review of the bids received, recommends to reject all bids and to re-advertise the project due to the following:

T
he City has determined that it is in its best interest to solicit proposals from multiple vendors for this project. Accordingly, it is recommended that the City reject all responsive and responsible bids received and re-advertise the project for competitive bidding via an RFQ. It should be noted that the competitive bidding process does not permit the award of the contract to more than one bidder. We invite interested vendors, including those who previously submitted bids, to participate in the upcoming solicitation process.

P
ursuant to California Public Contract Code Section 20166 at the December 3, 2025, regular City Council meeting staff is requesting City Council formally reject all bids and authorize staff to issue a new bid for the project. New bid documents will be posted on PlanetBids.

F
or any additional questions please contact:

Jennifer Dominguez, Purchasing & Contracts Specialist - [email protected] Item Title: 10.10
Public Works On-Call Stormwater Related Services Bid Rejection Item Page Number: 3

Menifee Mayor and City Council
December 17, 2025
Page
158 of 476

CITY OF MENIFEE
SUBJECT: Parcel Map 37716 for Financing Purposes by Diamond Brothers 5 Partnership, LP
MEETING DATE: December 17, 2025
TO: Mayor and City Council
PREPARED BY: Chet Robinson, Principal Engineer
REVIEWED BY: Nick Fidler, Public Works Director
APPROVED BY: Armando G. Villa, City Manager
-------------------------------------------------------------------------------------------------------------------------------

RECOMMENDED ACTION

1. Approve and authorize the filing of Parcel Map 37716 for financing purposes by Diamond Brothers 5 Partnership, LP, located on the north side of Newport Road and east of Menifee Road.

DISCUSSION
Parcel Map 37716 (PM37716) is a proposed subdivision of 27.73 gross acres of land into three parcels for financing purposes. PM37716 is currently undeveloped in a commercially-zoned area included as part of the Menifee Village Specific Plan. The parcel is located on the north side of Newport Road and east of Menifee Road, as shown on the attached Project Map.

Diamond Brothers 5 Partnership, LP, a California Limited Partnership (Owner), is now requesting approval and filing of PM37716 for financing purposes. Approval of this item would facilitate the Owner’s ability to market each parcel separately for future development.

Staff has reviewed the request and has determined that PM37716 meets the requirements of the project conditions. It is important to note that no entitlement is granted by this action. Any future development planned for PM37716 would be returned to City Planning Commission for consideration of approval.

STRATEGIC PLAN OBJECTIVE
Safe and Vibrant Community

FISCAL IMPACT
There is no fiscal impact associated with the recommended action. The Owner has paid all necessary fees associated with review of PM37716.

Item Title: 10.11
Parcel Map 37716 for Financing Purposes by Diamond Brothers 5 Partnership, LP Item Page Number: 1

Menifee Mayor and City Council
December 17, 2025
Page
159 of 476

City of Menifee Staff Report
Parcel Map 37716
December 17, 2025

Page 2 of 2 ends

3 0
7 4

ATTACHMENTS

1. Project Map

2. Parcel Map 37716
Item Title: 10.11
Parcel Map 37716 for Financing Purposes by Diamond Brothers 5 Partnership, LP Item Page Number: 2

Menifee Mayor and City Council
December 17, 2025
Page
160 of 476

PROJECT MAP - PM37716
PM37716
Newport Road
Menifee Road
Domenigoni Parkway
Item Title: 10.11
Parcel Map 37716 for Financing Purposes by Diamond Brothers 5 Partnership, LP Item Page Number: 3

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December 17, 2025
Page
161 of 476

Item Title: 10.11
Parcel Map 37716 for Financing Purposes by Diamond Brothers 5 Partnership, LP Item Page Number: 4

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December 17, 2025
Page
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Item Title: 10.11
Parcel Map 37716 for Financing Purposes by Diamond Brothers 5 Partnership, LP Item Page Number: 5

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December 17, 2025
Page
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Item Title: 10.11
Parcel Map 37716 for Financing Purposes by Diamond Brothers 5 Partnership, LP Item Page Number: 6

Menifee Mayor and City Council
December 17, 2025
Page
164 of 476

Item Title: 10.11
Parcel Map 37716 for Financing Purposes by Diamond Brothers 5 Partnership, LP Item Page Number: 7

Menifee Mayor and City Council
December 17, 2025
Page
165 of 476

CITY OF MENIFEE
SUBJECT: Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC
MEETING DATE: December 17, 2025
TO: Mayor and City Council
PREPARED BY: Crystal Nguyen, Senior Engineer
REVIEWED BY: Nick Fidler, Public Works Director
APPROVED BY: Armando G. Villa, City Manager
-------------------------------------------------------------------------------------------------------------------------------

RECOMMENDED ACTION

1. Approve and authorize the City Manager to execute an Improvement Agreement to guarantee the completion of required improvements associated with Bailey Park Conditional Use Permit (CUP) 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC, located south of Scott Road, west of Bailey Park Boulevard, and east of Zeiders Road.

DISCUSSION
Bailey Park CUP 2019-013 (Project) for Parcel Map 16197 Lots 3 and 4 is a commercial retail project by CG Menifee 1, LLC and CG Menifee 2, LLC (Developers). The Project is located south of Scott Road, west of Bailey Park Boulevard, and east of Zeiders Road. The Project proposes a two-story, 21,552 square-foot building that will include 2,848 square feet of office space, 15,220 square feet of sales floor area, and 3,484 square feet of mezzanine storage space on the second floor, and 30 parking spaces on 4.27 gross acres. On January 11, 2023, the Planning Commission approved the Project, known as CUP No. 2019-013.

The Developer is now requesting approval of the Agreement for the Construction of Street and Drainage Improvements (Agreement), as required by the Project’s conditions of approval. The Agreement requires that the improvement bonds be posted to guarantee the completion of the required improvements within 24 months from the date of City Council approval.

Staff have reviewed the Developers’ request and determined that the associated Agreement meets the requirements of the Project’s conditions of approval. A summary of the bonds being posted to guarantee the required improvements are shown in Table 1 on the following page.

Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 1

Menifee Mayor and City Council
December 17, 2025
Page
166 of 476

City of Menifee Staff Report
Bailey Park CUP 2019-013
December 17, 2025

Page 2 of 2 ends

3 0
8 6
TABLE 1 – ORIGINAL POSTED SECURITY IMPROVEMENTS
Improvement Security Faithful Performance Labor & Materials Streets and Drainage 30245627 $ 208,500 $ 208,500
Total $ 208,500 $ 208,500

STRATEGIC PLAN OBJECTIVE
Safe and Vibrant Community

FISCAL IMPACT
There is no fiscal impact associated with the recommended action. The Developer has paid all necessary fees associated with review of the Agreement and bonds. Upon completion of the improvements, and subsequent acceptance by the City, ongoing maintenance costs for the improvements would be supported through future fiscal year budgets in maintenance Community Facilities District 2017-1, Annexation 33, Zone 33.

ATTACHMENTS

1. Project Map

2. Agreement

3. Bond - Improvements
Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 2

Menifee Mayor and City Council
December 17, 2025
Page
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HOW
ARD
RD

ANTELOPE
RD

ZEIDERS
RD
BAILEY
PARK
BLVD

CICCOTTI ST
§¨¦215
^_
BRIGGS
RD
HAUN
RD

MIRA ST

KELLER RD
PAT RD

PALOMAR RD
M
C
BOB
RD
ANTELO
PE
RD

MELMORE LN

WICKERD RD

JOAN DUNN LN

MARINO DR

NEWPORT RD

CANYON HILLS RD

RAILROAD CAN Y ONRD
EVANS

RDFLAXLEAF DR

STERN DR
COMMUNITY FACILITIES DISTRICT 2017-1 (MAINTENANCE SERVICES) ANNEXATION NO. 33

PROJECT MAP
BAILEY PARK CUP 2019-013
Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 3

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December 17, 2025
Page
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Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 4

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December 17, 2025
Page
169 of 476

Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 5

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December 17, 2025
Page
170 of 476

Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 6

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December 17, 2025
Page
171 of 476

Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 7

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December 17, 2025
Page
172 of 476

Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 8

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December 17, 2025
Page
173 of 476

Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 9

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December 17, 2025
Page
174 of 476

Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 10

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December 17, 2025
Page
175 of 476

Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 11

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December 17, 2025
Page
176 of 476

Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 12

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December 17, 2025
Page
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Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 13

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December 17, 2025
Page
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Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 14

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December 17, 2025
Page
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Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 15

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December 17, 2025
Page
180 of 476

Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 16

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December 17, 2025
Page
181 of 476

Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 17

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December 17, 2025
Page
182 of 476

Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 18

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December 17, 2025
Page
183 of 476

Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 19

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December 17, 2025
Page
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Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 20

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December 17, 2025
Page
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Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 21

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December 17, 2025
Page
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Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 22

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December 17, 2025
Page
187 of 476

Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 23

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December 17, 2025
Page
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Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 24

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December 17, 2025
Page
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Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 25

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December 17, 2025
Page
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Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 26

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December 17, 2025
Page
191 of 476

Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 27

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December 17, 2025
Page
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Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 28

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December 17, 2025
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Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 29

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December 17, 2025
Page
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Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 30

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December 17, 2025
Page
195 of 476

Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 31

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December 17, 2025
Page
196 of 476

Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 32

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December 17, 2025
Page
197 of 476

Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 33

Menifee Mayor and City Council
December 17, 2025
Page
198 of 476

Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 34

Menifee Mayor and City Council
December 17, 2025
Page
199 of 476

Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 35

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December 17, 2025
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Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 36

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December 17, 2025
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Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 37

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December 17, 2025
Page
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Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 38

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December 17, 2025
Page
203 of 476

Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 39

Menifee Mayor and City Council
December 17, 2025
Page
204 of 476

PARCEL MAP OR TRACT MAP NO. DATE:

IP:

IMPROVEMENTS
Street/Drainage $ 208,593.19
*Flood Control $ 0.00
Dom Wtr EMWD $ 0.00
Rec Wtr EMWD $ 0.00
Sewer EMWD $ 0.00
Total 208,593.19
Warranty Retention (10%) $
Construction items and their quantities, as shown on the attached sheets, are accurate for the improvements required to construct the above project and the mathmatical extensions, using City's unit costs, are accurate for determining bonding costs
Above amounts do G do not G include additional 20% for recordation prior to having signed plans (Ordinance460, Section 10.3E).

Signature Date
Richard Valdez 48060
Name Typed or printed RCE#
Civil Engineer's Stamp
*Flood Control Construction Cost Estimate to be provided by Flood Control District. Provide a copy of Flood Control District letter stating cost estmate.

1. Quantities are to be taken from the Improvement Plans. Unit cost are to be as provided on "City of Menifee Improvement Requirement Worksheet."

2. Show Performance Bond Amounts to the nearest $500.00. Material and Labor Bond Amounts are 50% of Performance Bond Amountss. **100% for Flood Control items.

3. For Construction items not covered by "The City of Menifee Improvement Requirements Worksheet", Design Engineer is to provide his opinion of construction cost and use that cost. If City of Menifee Unit Costs are determined to be too low, in the opinion of the design engineer, the higher costs as provided by the Design Engineer should be used.

20,850.00

DESIGN ENGINEER'S CALCULATION OF IMPROVEMENT BONDING COSTS *** PLEASE READ INSTRUCTIONS BELOW ***
Construction Costs) Construction Costs)

FAITHFUL PERFORMANCE MATERIAL & LABOR

SECURITY SECURITY
(100% of Estimated ( % of Estimated
IP23-021S/SD

CITY OF MENIFEE ENGINEERING DEPARTMENT

CONSTRUCTION COST WORKSHEET
CUP 2019-013 8/16/2024
C 48060
8/16/2024
$
$
$
$
$
$

208,500.00

0.00 0.00

0.00 208,500.00

0.00 $
$
$
$
$
$

208,500.00

0.00 0.00

0.00 208,500.00

0.00 100
Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 40

Menifee Mayor and City Council
December 17, 2025
Page
205 of 476

CITY OF MENIFEE ENGINEERING DEPARTMENT

IMPROVEMENT REQUIREMENT WORKSHEET

STREET AND DRAINAGE IMPROVEMENTS

UNIT
ROADWAY SECTION 1 - BAILEY PARK Area = S.F.

Excavation
TON $ 90.00 $ 37,350.00
Thickness in Feet (0.33' min.) =
C.Y. $ 50.00 $ 14,750.00
Thickness in Feet =
Ton $ 600.00 $ 300.00
L.F. $ 1.00 $ 200.00
S.Y. $ 0.60 $ 7.80
S.Y. $ 8.00 $ 4,448.00
L.F. $ 7.50 $ 2,250.00
S.F. $ 0.90 $ 9,405.00
L.F. $ 14.00 $ 4,270.00
S.F. $ 6.00 $ 10,980.00
S.F. $ 8.00 $ 16,800.00
EA. $ 1,500.00 $ 6,000.00
L.F. $ 10.00 $ 3,100.00
EA. $ 5,000.00 $ 5,000.00
DRIVEWAY RECONSTRUCTION - BAILEY PARK Area =
S.F.

TON $ 90.00 $ 4,950.00
Thickness in Feet =
EA $ 17.00 $ 71.40
LS $ 2,000.00 $ 2,000.00
LF $ 27.00 $ 3,267.00
SF $ 0.50 $ 301.00
20% Contingency (Unsigned Plans) 1,127.88
L.F. $ 80.00 $ 1,600.00
EA. $ 11,000.00 $ 11,000.00
L.F. $ 0.52 $ 150.80
L.F. $ 0.83 $ 734.55
EA. $ 250.00 $ 500.00
L.F. $ 60.00 $ 20,400.00
EA $ 500.00 $ 1,000.00

0.00 EA. $ 200.00 $ 1,000.00
$ $ 0.00
A. $ 162,963.43
B. Administrative Contingency (20% x A) $ 32,592.69
C. CM - Inspection - LC (8%) $ 13,037.07
D Streets/Drainage Total (A + B) $ 208,593.19
Subtotal
Install Pull Box (#6) 2
Adjust Water Valve to Grade 5
Stop Sign & Post 2
2" Schedule 80 PVC Conduit w/AWG wire 340
4" Thermoplastic Double Solid Stripes 885
602

DRAINAGE
4" Thermoplastic Solid Stripes 290

SIGNING, STRIPING AND SIGNALS
Catch Basin W=21' 1
Street Lights (including conduit) 1
Utility Trench, one side (Edison, Telephone, Cable)
(total length of Streets) 310
ADA Access Ramp (w/ new construction) 4
P.C.C. Sidewalk 1,830
P.C.C. Driveway Approach 2,100
AC overlay - ZEIDERS (min. 0.10') 10,450
Curb and Gutter (Type A-6) 305
Remove Chain Link Fence 300
Grinding A.C. , in place 13
Remove A.C. Pavement 556
Sawcut Exist. A.C. Pavement 200

0.67 Asphalt Emulsion (Fog Seal/Paint Binder)
(1 ton = 240 gals)

0.5 Asphalt Concrete (144 lbs/cu.ft) 415

0.5 Agg Base Class II 295
11,300

ITEM QUANTITY UNIT AMOUNT
COST
Asphalt Concrete (144 lbs/cu.ft) 55

0.25 3,040
MISC.

Shrubs ( 5 Gallon ) 21
Landscape and Irrigation (Extend 3/4" line + emitters) 1

LANDSCAPING
18" R.C.P. 20
Mow Curb 121
Bark
Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 41

Menifee Mayor and City Council
December 17, 2025
Page
206 of 476

UNIT
L.F. $ 25.00 $ 0.00
L.F. $ 55.00 $ 0.00
EA. $ 3,140.00 $ 0.00
EA. $ 500.00 $ 0.00
$ $ 0.00
A. $ 0.00
B. $ 0.00
C. $ 0.00
D. $ 0.00
E. $ 0.00
20% x C
Sewer Total (C + D)
Subtotal
Administrative Contingency (20% x A)
Sewer Total (A + B)

PRIOR TO HAVING SIGNED PLAND (
Adjust M.H. to grade
Standard Manhole 48"
8" VCP
COST
4" PVC SDR 35 (Use it for Residential Laterals)

CITY OF MENIFEE ENGINEERING DEPARTMENT

IMPROVEMENT REQUIREMENT WORKSHEET

SANITARY SEWER IMPROVEMENTS

ITEM QUANTITY UNIT AMOUNT
Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 42

Menifee Mayor and City Council
December 17, 2025
Page
207 of 476

PARCEL MAP OR TRACT NO. SCH: DATE:

PP, CU, PU, MS OR VL NO.
$ 9,573.00
$ 0.00
$ 0.00
$ 36,216.00
$
$ 287.19
Total

INSPECTION DEPOSIT CALCULATION
Street/DrainageA. Street/Drainage ( % x I.)
NOTE: Use 3% for Inspection
IV. Sewer (Line C from Sewer Improvement Calculations)

CITY OF MENIFEE ENGINEERING DEPARTMENT

COST ESTIMATE CALCULATION SHEET
CUP 2019-013
IMPROVEMENT COSTS (Including Contingencies)
I. Streets/Drainage (Line C from Street Improvement Calculations) II. Domestic Water (Line C from Domestic Water Improvement Calculations) III. Recycled Water (Line C from Recycled Water Improvement Calculations) 8/16/2024
Item Title: 10.12
Agreement and Bonds for Bailey Park CUP 2019-013, by CG Menifee 1, LLC and CG Menifee 2, LLC Item Page Number: 43

Menifee Mayor and City Council
December 17, 2025
Page
208 of 476

CITY OF MENIFEE
SUBJECT: Acceptance of Public Improvements and 90% Release of Security for Tract Map 37161, Reflection at the Lake, by Pulte Homes Co., LLC
MEETING DATE: December 17, 2025
TO: Mayor and City Council
PREPARED BY: Crystal Nguyen, Senior Engineer
REVIEWED BY: Nick Fidler, Public Works Director
APPROVED BY: Armando G. Villa, City Manager
-------------------------------------------------------------------------------------------------------------------------------

RECOMMENDED ACTION

1. Accept the public improvements for streets, drainage, water, and sewer systems for Tract Map 37161, located at the southeast corner of Newport Road and Laguna Vista Drive; and

2. Authorize the City Engineer to release 90% of the posted securities per the City’s standard policies.

DISCUSSION
Pulte Homes Co., LLC (Developer) is the developer of Tract Map No. 37161, Reflections at the Lake (Project), a subdivision of 12.43 gross acres of land into 54 residential lots, located at the southeast corner of Newport Road and Laguna Vista Drive, as depicted in the attached Project Map.

The Developer has completed the construction of streets, drainage, water, and sewer system improvements and is requesting acceptance of the completed improvements into the City’s maintenance system. Staff have inspected the completed improvements, and determined that the improvements have been constructed in accordance with City specifications and standards. Staff also verified that all project conditions of approval have been met to release the faithful performance and labor and materials securities in accordance with City policy.

A 10% warranty security would be held for a period of one year in accordance with the City’s Municipal Code. The original posted security improvements are listed in Table 1 on the following page.

Item Title: 10.13
Acceptance

Public

Improvements

and

90%

Release

Security

for

Tract

Map

37161,

Reflection

the

Lake,

Pulte

Homes

Co.,
LLC
Item Page Number: 1

Menifee Mayor and City Council
December 17, 2025
Page
209 of 476

City of Menifee Staff Report
Public Improvement Acceptance – Tract Map 37161
December 21, 2025

Page 2 of 2 ends

3 0
8 7
TABLE 1 - ORIGINAL POSTED SECURITY IMPROVEMENTS
Improvement Security No.

Performance / Material
Faithful
Performance
Material and
Labor
Streets/Drainage 47-SUR-300001-01-0035 $ 1,352,500.00 $676,250.00 Water System 47-SUR-300001-01-0035 $254,500.00 $127,250.00 Sewer System 47-SUR-300001-01-0035 $201,500.00 $100,750.00 Total $1,808,500.00 $904,250.00

STRATEGIC PLAN OBJECTIVE
Safe and Vibrant Community

FISCAL IMPACT
There is no fiscal impact associated with the recommended action. The developer has paid all necessary fees and deposits to cover the costs of the required inspections of the completed improvements. Ongoing maintenance of the private streets and drainage within the development would be supported by the Homeowners Association, while street lighting would be supported through approved Fiscal Year 2025/2026 operating budgets in County Service Area 84.

ATTACHMENTS

1. Project Map

2. Agreements – Improvements

3. Bond - Improvements
Item Title: 10.13
Acceptance

Public

Improvements

and

90%

Release

Security

for

Tract

Map

37161,

Reflection

the

Lake,

Pulte

Homes

Co.,
LLC
Item Page Number: 2

Menifee Mayor and City Council
December 17, 2025
Page
210 of 476

PROJECT MAP
TRACT 37161
Item Title: 10.13
Acceptance

Public

Improvements

and

90%

Release

Security

for

Tract

Map

37161,

Reflection

the

Lake,

Pulte

Homes

Co.,
LLC
Item Page Number: 3

Menifee Mayor and City Council
December 17, 2025
Page
211 of 476

Item Title: 10.13
Acceptance

Public

Improvements

and

90%

Release

Security

for

Tract

Map

37161,

Reflection

the

Lake,

Pulte

Homes

Co.,
LLC
Item Page Number: 4

Menifee Mayor and City Council
December 17, 2025
Page
212 of 476

Item Title: 10.13
Acceptance

Public

Improvements

and

90%

Release

Security

for

Tract

Map

37161,

Reflection

the

Lake,

Pulte

Homes

Co.,
LLC
Item Page Number: 5

Menifee Mayor and City Council
December 17, 2025
Page
213 of 476

Item Title: 10.13
Acceptance

Public

Improvements

and

90%

Release

Security

for

Tract

Map

37161,

Reflection

the

Lake,

Pulte

Homes

Co.,
LLC
Item Page Number: 6

Menifee Mayor and City Council
December 17, 2025
Page
214 of 476

Item Title: 10.13
Acceptance

Public

Improvements

and

90%

Release

Security

for

Tract

Map

37161,

Reflection

the

Lake,

Pulte

Homes

Co.,
LLC
Item Page Number: 7

Menifee Mayor and City Council
December 17, 2025
Page
215 of 476

Item Title: 10.13
Acceptance

Public

Improvements

and

90%

Release

Security

for

Tract

Map

37161,

Reflection

the

Lake,

Pulte

Homes

Co.,
LLC
Item Page Number: 8

Menifee Mayor and City Council
December 17, 2025
Page
216 of 476

Item Title: 10.13
Acceptance

Public

Improvements

and

90%

Release

Security

for

Tract

Map

37161,

Reflection

the

Lake,

Pulte

Homes

Co.,
LLC
Item Page Number: 9

Menifee Mayor and City Council
December 17, 2025
Page
217 of 476

Item Title: 10.13
Acceptance of Public Improvements and 90% Release of Security for Tract Map 37161, Reflection at the Lake, by Pulte Homes Co., LLC Item Page Number: 10

Menifee Mayor and City Council
December 17, 2025
Page
218 of 476

Item Title: 10.13
Acceptance of Public Improvements and 90% Release of Security for Tract Map 37161, Reflection at the Lake, by Pulte Homes Co., LLC Item Page Number: 11

Menifee Mayor and City Council
December 17, 2025
Page
219 of 476

Item Title: 10.13
Acceptance of Public Improvements and 90% Release of Security for Tract Map 37161, Reflection at the Lake, by Pulte Homes Co., LLC Item Page Number: 12

Menifee Mayor and City Council
December 17, 2025
Page
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Item Title: 10.13
Acceptance of Public Improvements and 90% Release of Security for Tract Map 37161, Reflection at the Lake, by Pulte Homes Co., LLC Item Page Number: 13

Menifee Mayor and City Council
December 17, 2025
Page
221 of 476

Item Title: 10.13
Acceptance of Public Improvements and 90% Release of Security for Tract Map 37161, Reflection at the Lake, by Pulte Homes Co., LLC Item Page Number: 14

Menifee Mayor and City Council
December 17, 2025
Page
222 of 476

Item Title: 10.13
Acceptance of Public Improvements and 90% Release of Security for Tract Map 37161, Reflection at the Lake, by Pulte Homes Co., LLC Item Page Number: 15

Menifee Mayor and City Council
December 17, 2025
Page
223 of 476

Item Title: 10.13
Acceptance

Public

Improvements

and

90%

Release

Security

for

Tract

Map

37161,

Reflection

the

Lake,

Pulte

Homes

Co.,
LLC
Item Page Number: 16

Menifee Mayor and City Council
December 17, 2025
Page
224 of 476

Item Title: 10.13
Acceptance

Public

Improvements

and

90%

Release

Security

for

Tract

Map

37161,

Reflection

the

Lake,

Pulte

Homes

Co.,
LLC
Item Page Number: 17

Menifee Mayor and City Council
December 17, 2025
Page
225 of 476

Item Title: 10.13
Acceptance

Public

Improvements

and

90%

Release

Security

for

Tract

Map

37161,

Reflection

the

Lake,

Pulte

Homes

Co.,
LLC
Item Page Number: 18

Menifee Mayor and City Council
December 17, 2025
Page
226 of 476

Item Title: 10.13
Acceptance

Public

Improvements

and

90%

Release

Security

for

Tract

Map

37161,

Reflection

the

Lake,

Pulte

Homes

Co.,
LLC
Item Page Number: 19

Menifee Mayor and City Council
December 17, 2025
Page
227 of 476

Item Title: 10.13
Acceptance

Public

Improvements

and

90%

Release

Security

for

Tract

Map

37161,

Reflection

the

Lake,

Pulte

Homes

Co.,
LLC
Item Page Number: 20

Menifee Mayor and City Council
December 17, 2025
Page
228 of 476

Item Title: 10.13
Acceptance

Public

Improvements

and

90%

Release

Security

for

Tract

Map

37161,

Reflection

the

Lake,

Pulte

Homes

Co.,
LLC
Item Page Number: 21

Menifee Mayor and City Council
December 17, 2025
Page
229 of 476

Item Title: 10.13
Acceptance of Public Improvements and 90% Release of Security for Tract Map 37161, Reflection at the Lake, by Pulte Homes Co., LLC Item Page Number: 22

Menifee Mayor and City Council
December 17, 2025
Page
230 of 476

Item Title: 10.13
Acceptance of Public Improvements and 90% Release of Security for Tract Map 37161, Reflection at the Lake, by Pulte Homes Co., LLC Item Page Number: 23

Menifee Mayor and City Council
December 17, 2025
Page
231 of 476

Item Title: 10.13
Acceptance of Public Improvements and 90% Release of Security for Tract Map 37161, Reflection at the Lake, by Pulte Homes Co., LLC Item Page Number: 24

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December 17, 2025
Page
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Item Title: 10.13
Acceptance of Public Improvements and 90% Release of Security for Tract Map 37161, Reflection at the Lake, by Pulte Homes Co., LLC Item Page Number: 25

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December 17, 2025
Page
233 of 476

Item Title: 10.13
Acceptance of Public Improvements and 90% Release of Security for Tract Map 37161, Reflection at the Lake, by Pulte Homes Co., LLC Item Page Number: 26

Menifee Mayor and City Council
December 17, 2025
Page
234 of 476

Item Title: 10.13
Acceptance of Public Improvements and 90% Release of Security for Tract Map 37161, Reflection at the Lake, by Pulte Homes Co., LLC Item Page Number: 27

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December 17, 2025
Page
235 of 476

Item Title: 10.13
Acceptance of Public Improvements and 90% Release of Security for Tract Map 37161, Reflection at the Lake, by Pulte Homes Co., LLC Item Page Number: 28

Menifee Mayor and City Council
December 17, 2025
Page
236 of 476

Item Title: 10.13
Acceptance of Public Improvements and 90% Release of Security for Tract Map 37161, Reflection at the Lake, by Pulte Homes Co., LLC Item Page Number: 29

Menifee Mayor and City Council
December 17, 2025
Page
237 of 476

Item Title: 10.13
Acceptance of Public Improvements and 90% Release of Security for Tract Map 37161, Reflection at the Lake, by Pulte Homes Co., LLC Item Page Number: 30

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December 17, 2025
Page
238 of 476

CITY OF MENIFEE
SUBJECT: First Reading and Introduction of an Ordinance for Annexation No. 33, Bailey Park, into Community Facility District 2017-1, Maintenance Services
MEETING DATE: December 17, 2025
TO: Mayor and City Council
PREPARED BY: Kristen Jensen, Financial Analyst
REVIEWED BY: Nick Fidler, Public Works Director
APPROVED BY: Armando G. Villa, City Manager
-------------------------------------------------------------------------------------------------------------------------------

RECOMMENDED ACTION

1. Adopt a resolution calling an election to annex territory, including Conditional Use Permit (CUP) 2019-013, Bailey Park, located south of Scott Road, west of Bailey Park Boulevard, and east of Zeiders Road, into Community Facilities District (CFD) No. 2017-1 Maintenance Services and to levy a special tax on that land; and

2. Hold a special landowner election and canvass the election; and

3. Adopt a resolution declaring the results of the special landowner election; and

4. Introduce an ordinance, amending Ordinance No. 2017-231 and levying and apportioning the special tax in CFD 2017-1.

DISCUSSION
On November 5, 2025, the City Council adopted Resolution No. 25-1653, declaring its intent to annex territory to CFD No. 2017-1 and commence the annexation proceedings for the territory to be annexed, also known as Annexation No. 33. The next steps in the annexation proceedings are to hold a public hearing on December 17, 2025, to conduct an election for the landowners and to declare the results of that election. Notice of the public hearing was published in the Press Enterprise and mailed to the property owner in accordance with the Mello-Roos Act.

The area within Annexation No. 33 is included in CUP 2019-013 and is approximately 4 gross acres of a vacant lot within the City. The property is located south of Scott Road, west of Bailey Park Boulevard, and east of Zeiders Road, as shown in the attached Project Location Map. The proposed maintenance services would include items such as landscaping, lighting, streets, and drainage. Per the request of CG Menifee 1, LLC, and CG Menifee 2, LLC, (Owners), the City Item Title: 11.1
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

33,

Bailey

Park,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 1

Menifee Mayor and City Council
December 17, 2025
Page
239 of 476

City of Menifee Staff Report
CFD 2017-1, Annex 33 – Bailey Park
December 17, 2025

Page 2 of 3 ends

3 0
2 9
would establish a rate and method of apportionment and authorize the levy of special taxes on the taxable property within Annexation No. 33 to pay for those services.

Annexation No. 33 would have a maximum annual tax of $2,950 per acre and would be included in CFD No. 2017-1 as “Tax Zone 33.” This tax rate includes a Maximum Special Tax A of $1,048 per acre per year for maintenance services of public facilities and a Maximum Special Tax B (Contingent Tax B) of $1,902 per acre per year. The maximum annual tax rate is proposed to escalate each year at the greater of Consumer Price Index (CPI) or 2%. The attached CFD Maintenance Site Plan Exhibit illustrates which services would be maintained by the CFD.

The Owner submitted Consent and Waiver forms on file in the City Clerk’s Office to:
hold the election and declare election results; and
consent to the shortening of election time requirements; and waive analysis and arguments; and
waive all notice requirements relating to the conduct of the election immediately following the public hearing.

A copy of the boundary map entitled “Annexation Map No. 33, Community Facilities District No. 2017-1 (Maintenance Services)” was recorded on November 12, 2025, in Book 98 of Maps of Assessment and Community Facilities Districts at Page 7, in the office of Riverside County Recorder. Annexing the parcel into CDF No. 2017-1 would cover the costs of maintenance of public improvements associated with the development.

STRATEGIC PLAN OBJECTIVE
Thriving Economy

FISCAL IMPACT
The individual property owners in the CFD would be responsible for annual payments of special taxes. Upon full completion of the tract development, there would be an annual collection of Special Tax revenues of approximately $3,839, not including Contingent Tax B, to be used to pay for maintenance costs.

On June 1 of each year, every taxable acre 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, then 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.

Item Title: 11.1
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

33,

Bailey

Park,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 2

Menifee Mayor and City Council
December 17, 2025
Page
240 of 476

City of Menifee Staff Report
CFD 2017-1, Annex 33 – Bailey Park
December 17, 2025

Page 3 of 3 ends

3 0
2 9

ATTACHMENTS

1. Project Location Map

2. Resolution Calling the Election

3. Resolution Declaring Election Results

4. Certificate of Registered Voters

5. Ordinance

6. Signed Petition, Waiver and Consent Annexation

7. CFD Maintenance Site Plan Exhibit
Item Title: 11.1
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

33,

Bailey

Park,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 3

Menifee Mayor and City Council
December 17, 2025
Page
241 of 476

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COMMUNITY FACILITIES DISTRICT 2017-1 (MAINTENANCE SERVICES) ANNEXATION NO. 33

PROJECT MAP
Item Title: 11.1
First Reading and Introduction of an Ordinance for Annexation No. 33, Bailey Park, into Community Facility District 2017-1, Maintenance Services Item Page Number: 4

Menifee Mayor and City Council
December 17, 2025
Page
242 of 476

1 RESOLUTION NO. 25-____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MENIFEE, CALIFORNIA ,

CALLING AN ELECTION TO SUBMIT TO THE QUALIFIED ELECTORS THE

QUESTION OF LEVYING A SPECIAL TAX WITHIN THE AREA PROPOSED TO BE ANNEXED TO COMMUNITY FACILITIES DISTRICT NO. 201 7-1 (MAINTENANCE SERVICES) (ANNEXATION NO. 33), ASSESSOR’S PARCEL NUMBERS 384-180-020 AND 384-180-036.

WHEREAS, pursuant to the Mello-Roos Community Facilities Act of 1982 ( “Act”), on December 6, 2017, the City Council ( “City Council”) of the City of Menifee (the “City”) approved Resolution No. 17- 658 establishing Community Facilities District No. 2017-1 (Maintenance Services) of the City of Menifee, County of Riverside, State of California ( “CFD No. 2017-1”) for the purpose of levying special taxes on parcels of taxable property therein for the purpose of providing certain services ( “Services”) which a re necessary to meet increas ed demands placed upon the City as a result of the development of said parcels; and
WHEREAS, the City Council called a special election for December 6, 2017, at which the questions of levying a special tax and establishing an appropriations limit with respect to CFD No. 2017- 1 were submitted to the qualified electors within CFD No. 2017-1; and WHEREAS, at a special election held on December 6, 2017, more than two-thirds (⅔) of all votes cast were cast in favor of the levy of a special tax and the establishment of an appropriations limit , as determined by the City Council in Resolution No. 17-658, which was duly adopted on December 6, 2017; and
. WHEREAS , the City Council is authorized by Article 3.5 (commencing with Section 53339) of Chapter 2.5 of Part 1 of Division 2 of Title 5 of the Government Code to annex territory into an existing community facilities district by complying with the procedures set forth in said Article 3.5; and WHEREAS, the City Council on November 5, 2025, duly adopted Resolution No. 25-1653 (“Resolution of Intention”) declaring its intention to annex certain territory to the CFD No. 2017-1 and to levy a special tax within that territory to pay for c ertain services and setting a time and place for the public hearing on the proposed annexation for December 17, 2025; and WHEREAS, the territory proposed to be annexed is identified in a map entitled “Annexation Map No. 33, Community Facilities District No. 2017-1 (Maintenance Services)” a copy of which was recorded, on November 12, 2025, in Book 98 of Maps of Assessment and Community Facilities Districts at Page 7, in the office of the Riverside County Recorder; and
WHEREAS, pursuant to the Act and the Resolution of Intention, a noticed public hearing was convened by the City Council on December 17 , 2025, not earlier than the hour of 6:00 p.m. at the City Hall located at 29844 Haun Road, Menifee, California 92586, at which hearing all interested persons were given the opportunity to appear and be heard on the proposed annexation of said territory to the CFD No. 2017-1 and the levy of special taxes within said territory proposed to be annexed. If and to the extent participation in the December 17, 2025 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 in the meeting were be posted on the Agenda for said meeting, which was 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 Item Title: 11.1
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

33,

Bailey

Park,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 5

Menifee Mayor and City Council
December 17, 2025
Page
243 of 476

Resolution Calling an Election Annex 33
2 of the Agenda was and will be made available upon request to the Menifee City Clerk's office at 951-672- 6777; and
WHEREAS, written protests have not been filed by fifty percent (50%) or more of the registered voters residing within the CFD No. 2017-1, or by fifty percent (50%) or more of the registered voters residing within the territory proposed to be annexed, or by the owners of one-half (½) or more of the area within the CFD No. 2017- 1, or by the owners of one -half (½) or more of the territory proposed to be annexed; and
WHEREAS, the City Council has determined that there are fewer than twelve (12) registered voters residing in the territory proposed to be annexed to the CFD No. 2017- 1 and that the qualified electors in such territory are the landowners; and
WHEREAS, on the basis of all of the foregoing, the City Council has determined at this time to call an election to authorize the annexation of territory to the CFD No. 2017-1 and the levying of a special tax as described in Exhibit A attached hereto; and
WHEREAS, the City Council has received a written instrument from each landowner in the territory proposed to be annexed to the CFD No. 2017- 1 consenting to the shortening of election time requirements, waiving analysis and arguments, waiving all notice requirements , and waiving word limit requirements for the ballot relating to the conduct of the election; and WHEREAS, the City Clerk has concurred with the election date set forth herein.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Menifee, California acting as the legislative body of Community Facilities District No. 2017-1 (Maintenance Services) of the City of Menifee, determine and order as follows:

Section 1. Recitals. The foregoing recitals are true and correct.

Section 2. Confirmation of Finding in Resolution of Intention. The City Council reconfirms all of its findings and determinations as set forth in the Resolution of Intention.

Section 3. Findings Regarding Protests. The City Council finds and determines that written protests to the proposed annexation of territory to the CFD No. 2017-1 and the levy of the special tax within such territory are insufficient in number and in amount under the Act, and the City Council hereby further orders and determines that all such protests are hereby overruled.

Section 4. Findings Regarding Prior Proceedings . The City Council finds and determines that all prior proceedings had and taken by the City Council with respect to the annexation of territory to the CFD No. 2017-1 are valid and in conformity with the requirements of the Act.

Section 5. Levy of Special Tax . As stated in the Resolution of Intention, except where funds are otherwise available, subject to the approval of the qualified electors of territory proposed to be annexed to the CFD No. 2017- 1, a special tax sufficient to pay the costs of the Services (including incidental expenses as described in the Resolution of Intention), secured by recordation of a continuing lien against all nonexempt real property in CFD No. 2017-1, will be levied annually in CFD No. 2017-1. The rate and method of apportionment, and manner of collection of the special tax are specified in Exhibit A hereto.

Item Title: 11.1
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

33,

Bailey

Park,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 6

Menifee Mayor and City Council
December 17, 2025
Page
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Resolution Calling an Election Annex 33
3 Section 6. Apportionment of Tax. The special tax as apportioned to each parcel is based on the cost of making the Services available to each parcel, or other reasonable basis, and is not based on or upon the ownership of real property.

Section 7. Tax Roll Preparation. The office of the Public Works Director, 29844 Haun Road, Menifee, California 92586, is hereby designated as the office that will be responsible for annually preparing a current roll of special tax levy obligations by assessor’s parcel number and that will be responsible for estimating future special tax lev ies pursuant to Government Code section 53340.2. The Public Works Director may cause these functions to be performed by his or her deputies, assistants, or other designated agents.

Section 8. Accountability Measures. Pursuant to Government Code section 50075.1, the City shall create a separate account into which special tax proceeds will be deposited; and the Public Works Director annually shall prepare and file a report with the City Council that will state (a) the amount of funds collected and expended and (b) the status of the Services financed in the CFD No. 2017-1.

Section 9. Special Election; Voting Procedures . The City Council hereby submits the question of levying the special tax within the territory proposed to be annexed to the qualified electors of the territory proposed to be annexed, in accordance with and pursuant to the Act. The special election shall be held on December 17, 2025, and shall be conducted as follows:
(A). Qualified Electors . The City Council hereby determines that the Services are necessary to meet increased demands placed upon the City as a result of development occurring within the boundaries of the territory proposed to be annexed into CFD No. 2017-

1. Because fewer than twelve registered voters reside within the territory proposed to be annexed to the CFD No. 2017- 1 on November 12, 2025 (a date within the 90 days preceding the close of the public hearing on the territory proposed to be annexed to the CFD No. 2017- 1), the qualified electors shall be the landowners within the territory proposed to be annexed to the CFD No. 2017-1, and each landowner who was the owner of record at the close of the hearing shall have one vote for each acre or portion of an acre of land that such landowner owns within the territory proposed to be annexed to the CFD No. 2017-1.
(B). Consolidation of Elections; Combination of Propositions on Ballot. The election on the question of levying the special tax and establishing an appropriations limit for the CFD No. 2017-1 shall be consolidated, and the two propositions shall be combined into a single ballot proposition for submission to the voters, as authorized by Government Code Section 53353.5.
(C). Mail Ballot Election. Pursuant to Government Code section 53327.5, the election shall be conducted as a mail ballot election. The City Council hereby ratifies the City Clerk’s delivery of a ballot to each landowner within the territory proposed to be annexed to the CFD No. 2017-1. The City Council hereby ratifies the form of the ballot, which is attached hereto as Exhibit B. The full text of the ballot for said elections shall be set forth in Exhibit C and shall be included in the ballot pamphlet mailed to each qualified elector. (D). Return of Ballots. The City Clerk shall accept the ballots of the landowners up to 6:00 p.m. on December 17, 2025. The City Clerk shall have available ballots that may be marked at the City Clerk’s office on the election day by voters. Once all qualified electors have voted, the City Clerk may close the election.

Item Title: 11.1
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

33,

Bailey

Park,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 7

Menifee Mayor and City Council
December 17, 2025
Page
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Resolution Calling an Election Annex 33
4 (E). Canvass of Election. The City Clerk shall commence the canvass of the returns of the special election as soon as the election is closed (on December 17, 2025, or when all qualified electors have voted) at the City Clerk’s office. At the conclusion of the canvass, the City Clerk shall declare the results of the election. (F). Declaration of Results . The City Council shall declare the results of the special election following the completion of the canvass of the returns and shall cause to be inserted into its minutes a statement of the results of the special election as ascertained by the canvass of the returns.

Section 10. General Authorization with Respect to the Election. The officers, employees, and agents of the City are hereby authorized and directed to take all actions and do all things which they, or any of them, may deem necessary or desirable to accomplish the purposes of this Resolution and not inconsistent with the provisions hereof. All actions heretofore taken by the officers, employees, and agents of the City that are in conformity with the purposes and intent of this Resolution are hereby ratified, confirmed, and approved in all respects.

Section 11. Filing of Resolution and Map with City Clerk . The City Council hereby directs the Cit y Clerk to file a copy of this R esolution and the annexation map of the boundaries of CFD No. 2017-1 in his/her office.

Section 12. Effective Date. This Resolution shall take effect immediately upon its adoption.

PASSED, APPROVED AND ADOPTED this 17th day of December 2025

___________________________
Bob Karwin, Mayor Pro Tem

Attest:

___________________________
Stephanie Roseen, City Clerk
Approved as to form:

___________________________
Jeffrey T. Melching, City Attorney
Item Title: 11.1
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

33,

Bailey

Park,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 8

Menifee Mayor and City Council
December 17, 2025
Page
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EXHIBIT A

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES)

OF THE CITY OF MENIFEE

A Special Tax (the “Special Tax”) shall be levied on and collected from each Assessor’s Parcel (defined below) in Community Facilities District No. 2017-1 (Maintenance Services) (the “CFD No. 2017-1” or “CFD”; defined below), in each Fiscal Year, (defined below), commencing in the Fiscal Year beginning July 1, 201 8, 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

“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 admin istrative 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.

“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 Item Title: 11.1
First

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Facility

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2017-1,
Maintenance Services
Item Page Number: 9

Menifee Mayor and City Council
December 17, 2025
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“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.

“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 1 st of any year to and including the following June
30th.

“Maximum Special Tax ” means either Maximum Special Tax A and/or Maximum Special Tax B (Contingent), as applicable.

“Maximum Special Tax B (Contingent) ” means for each Assessor’s Parcel and each Fiscal Year, the maximum Special Tax B (Contingent) , as determin ed in accordance with Section C below that can be levied on such Assessor’s Parcel in such Fiscal Year.

Item Title: 11.1
First

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Introduction

Ordinance

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Annexation

No.

33,

Bailey

Park,

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Facility

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2017-1,
Maintenance Services
Item Page Number: 10

Menifee Mayor and City Council
December 17, 2025
Page
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“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.

“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.

“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 circu mstances 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.

Item Title: 11.1
First

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Introduction

Ordinance

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Annexation

No.

33,

Bailey

Park,

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Community

Facility

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2017-1,
Maintenance Services
Item Page Number: 11

Menifee Mayor and City Council
December 17, 2025
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"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.

“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 Mult i- 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 sh own 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 Un its 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 Item Title: 11.1
First

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Facility

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2017-1,
Maintenance Services
Item Page Number: 12

Menifee Mayor and City Council
December 17, 2025
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City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 5 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 Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
1 TR 36299-1
& PM 9504
Single Family Residential Property RU $158
Multi-Family Residential Property RU $158
Non-Residential Property Acre $1,714

(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 Acrea ge designated for each land use a s 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.

Item Title: 11.1
First

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Annexation

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Bailey

Park,

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2017-1,
Maintenance Services
Item Page Number: 13

Menifee Mayor and City Council
December 17, 2025
Page
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City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 6 TABLE 2

MAXIMUM SPECIAL TAX A RATES

APPROVED PROPERTY

TABLE 3

MAXIMUM SPECIAL TAX A RATES

UNDEVELOPED PROPERTY

Tax Zone Tracts Taxable Unit Maximum Special Tax A
1 TR 36299-1
& PM 9504 Acre $1,515

On each July 1, commencing on July 1, 201 9 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.

a. Developed Property
Item Title: 11.1
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City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 7 (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

Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax B
(Contingent)
1 TR 36299-1
& PM 9504
Single Family Residential Property RU $0
Multi-Family Residential Property RU $0
Non-Residential Property Acre $0

(ii) Increase in the Maximum Special Tax B (Contingent) On each July 1, commencing on July 1, 201 9 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.

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:

Item Title: 11.1
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2017-1,
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Item Page Number: 15

Menifee Mayor and City Council
December 17, 2025
Page
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City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 8 TABLE 5

MAXIMUM SPECIAL TAX B (CONTINGENT) RATES

APPROVED PROPERTY

TABLE 6

MAXIMUM SPECIAL TAX B (CONTINGENT) RATES

UNDEVELOPED PROPERTY

Tax Zone Tracts Taxable Unit
Maximum Special
Tax B (Contingent)
1 TR 36299-1
& PM 9504 Acre $0

On each July 1, commencing on July 1, 201 9 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

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City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 9 Property at up to 100% of the Maximum Special Tax A for Approved 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 s hall 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 a ggregate 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:

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;

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.

Item Title: 11.1
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

33,

Bailey

Park,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 17

Menifee Mayor and City Council
December 17, 2025
Page
255 of 476

City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 10 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).

Item Title: 11.1
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

33,

Bailey

Park,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 18

Menifee Mayor and City Council
December 17, 2025
Page
256 of 476

City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 11 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 2025-26. These services are being funded by the levy of Special Tax A for Community Facilities District No. 2017-1 Tax Zone 33.

TAX ZONE 33 (SERVICES)
CUP 2019-013
Item Description Estimated Cost
1 Landscaping $189
2 Lighting $325
3 Streets $1,471
4 Drainage $365
5 Reserves $354
6 Administration $1,135
Total $3,839

TAX ZONE 33 (CONTINGENT SERVICES)
CUP 2019-013
Special Tax B Contingent Services – The estimate breaks down the costs of providing one year’s contingent maintenance services for Fiscal Year 2025-26. If necessary, these services will be funded by the levy of Special Tax B (Contingent) for Community Facilities District No. 2017-1 Tax Zone 33.

Item Description Estimated Cost
1 Drainage $5,071
2 Reserves $761
3 Administration $1,135
Total $6,967
TAX ZONE 33
FY 2025-26 MAXIMUM SPECIAL TAX RATES
Land Use
Category
Taxable
Unit
Maximum
Special Tax A
Maximum
Special Tax B
Developed Acre $1,048 $1,902
Approved Acre $1,048 $1,902
Undeveloped Acre $1,048 $1,902

Item Title: 11.1
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

33,

Bailey

Park,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 19

Menifee Mayor and City Council
December 17, 2025
Page
257 of 476

City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 12 MAXIMUM SPECIAL TAXES ASSIGNED TO EACH TAX ZONE
Tax
Zone
Fiscal
Year
Included
Tract/
APN
No. of
Taxable
Units
Land Use
Category
Taxable
Unit
Maximum
Special Tax
A
Maximum
Special Tax B
(Contingent) Subdivider
1 2018-19 36299-1 &
PM 9504
426 SFR RU $158 $0 Stark Menifee Land, LLC
548 MFR RU $158 $0 Stark Menifee Land, LLC &
Menifee Multifamily, LLC

27.68 NR Acre $1,714 $0 Several
2 2020-21 TR 37576 65 SFR RU $539 $43 Meritage Homes
3 2020-21 TR 28859 161 SFR RU $727 $0 Woodside O5S
4 2020-21 TTM 31098 258 SFR RU $878 $0 Lennar Homes of
California, Inc.
5 2020-21 TTM 36852 68 SFR RU $755 $151 Strata Holland, LLC 6 2021-22 TTM 37668 175 SFR RU $765 $295 Meritage Homes of California, Inc.
7 2022-23 TTM 31456 176 SFR RU $996 $0 RCFC Investments, LLC 8 2021-22 TR 32102 &
TR 32102-1 256 SFR RU $674 $0
Diamond Brother Five
Partnership, LP and Pulte
Home Company, LLC
9 2021-22 TTM 37400 174 SFR RU $703 $0 D.R. Horton Los Angeles Holding Company, Inc.
10 2022-23 TPM 37380 3.62 NR Acre $3,588 $1,646 Briggs & 74, LLC 11 2024-25 TR 31194 552 SFR RU $913 $0 Golden Meadowland, LLC & Golden Hill Country, LLC
12 2022-23 TR 37408 &
TR 37409 1,022 SFR RU $963 $5 BLC Fleming LLC
13 2022-23 TR 36803 80 SFR RU $556 $171 FPG Sun Menifee 80 LLC 14 2022-23 TR 32628 303 SFR RU $281 $45 FPG Tricon Menifee Property LLC
15 2022-23 PLN 20-0167 9.92 MFR/NR Acre $3,865 $2,375 Boulders Menifee LLC 16 2022-23 LLA 17-007 12.48 MFR Acre $3,273 $2,119 Jefferson Menifee, LLC 17 2023-24 PM 37145 4.82 NR Acre $3,137 $0 VSK Investments, LLC 18 2023-24 TR 37131 305 SFR RU $533 $38 AG EHC II (LEN) CA 1, LP 19 2023-24 PLN 22-0199 0.96 NR Acre $2,995 $0 DSMD Cajun Properties 20 To Be Determined
21 2024-25 TR 38219 198 SFR RU $315 $71 Richmond American Homes of Maryland Inc.
22A 2023-24 TR 36658-1,
-3, -4, & -7 393 SFR RU $1,086 $100 Pulte Home Company, LLC 22B 2023-24 TR 36658-2 116 SFR RU $879 $100 Pulte Home Company, LLC 22C 2023-24 TR 36658-5
& 36658-6 247 SFR RU $879 $100 Pulte Home Company, LLC
23 2024-25 TR 37671 182 SFR RU $1,293 $0 Pulte Home Company, LLC 24 CANCELED
25 2025-26 TTM 37692 130 SFR RU $589 $179 Quail Hills L.P. 26 2024-25 TTM 38126 96 SFR RU $1,239 $0
Richmond American
Homes of Maryland, Inc.,
a Maryland corporation
Item Title: 11.1
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

33,

Bailey

Park,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 20

Menifee Mayor and City Council
December 17, 2025
Page
258 of 476

City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 13 Tax
Zone
Fiscal
Year
Included
Tract/
APN
No. of
Taxable
Units
Land Use
Category
Taxable
Unit
Maximum
Special Tax
A
Maximum
Special Tax B
(Contingent) Subdivider
27 2024-25 333-040-043,
333-040-044 1.89 NR Acre $5,016 $1,002
KA Menifee, LLC, Capital
Financial Group, Inc.

Defined Benefit Pension
Plan, Kaassi International,
Inc. Defined Benefit
Pension Plan, KZA Inc.

Defined Benefit Pension
Plan.
28 2025-26 PLN 22-0154 43.14 NR Acre $820 $0 Nova Power, LLC 29 2024-25 TR 38346 162 MFR RU $274 $65 Lennar Homes of California, LLC
30 2025-26 TPM 38156 71.78 NR Acre $1,312 $374 Menifee Commerce Center
31 To Be Determined
32 To Be Determined
33 2025-26 CUP 2019-
013 4.07 NR Acre $1,048 $1,902 CG Menifee 1, LLC, & CG
Menifee 2, LLC
34 2025-26 TTM 31229 233 SFR RU $1,033 $121
KB Home Cal
Management Services,
LLC
35 2025-26 335-481-017 30 MFR RU $525 $327 Navaro Trust DTD 05/01/2007

ESCALATION OF MAXIMUM SPECIAL TAXES
On each July 1, commencing on July 1, 20 19 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.

Item Title: 11.1
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

33,

Bailey

Park,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 21

Menifee Mayor and City Council
December 17, 2025
Page
259 of 476

City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 14 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

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.

Item Title: 11.1
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

33,

Bailey

Park,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 22

Menifee Mayor and City Council
December 17, 2025
Page
260 of 476

City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 15 APPENDIX C

CITY OF MENIFEE
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES)

PROPOSED BOUNDARIES
Item Title: 11.1
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

33,

Bailey

Park,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 23

Menifee Mayor and City Council
December 17, 2025
Page
261 of 476

Item Title: 11.1
First Reading and Introduction of an Ordinance for Annexation No. 33, Bailey Park, into Community Facility District 2017-1, Maintenance Services Item Page Number: 24

Menifee Mayor and City Council
December 17, 2025
Page
262 of 476

Item Title: 11.1
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

33,

Bailey

Park,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 25

Menifee Mayor and City Council
December 17, 2025
Page
263 of 476

EXHIBIT B
BALLOT

CITY OF MENIFEE

COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) ANNEXATION NO. 33
(December 17, 2025)
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 Total Votes
CG Menifee 1, LLC 1.94 2
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.

Thi
s 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.

M
ail
Delivery: If by mail, place ballot in the return envelope provided, and mail no later than December 3, 2025, 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 December 17, 2025, at the Clerk’s office at 29844 Haun Road, City of Menifee, CA 92586.

H
owever, delivered, this ballot must be received by the Clerk prior to the close of the public meeting on December 17, 2025.

V
ery truly yours,
S
tephanie Roseen
City Clerk
City of Menifee
Item Title: 11.1
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

33,

Bailey

Park,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 26

Menifee Mayor and City Council
December 17, 2025
Page
264 of 476

TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.

OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner: Assessor’s Parcel Number(s):

CG Menifee 1, LLC
Attn: The Close Living Trust
42540 Rio Nedo
Temecula, CA 92592
384-180-036

CITY OF MENIFEE

COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) AN “X” OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT SPECIAL TAX BALLOT MEASURE MARK “YES” OR
“NO” WITH AN “X”:

Shall the City Council of the City of Menifee be authorized to levy a special tax on an annual basis at the rates set forth in the following table:

Land Use
Category
Maximum
Special Tax A
Maximum
Special Tax B
Non-Residential $1,048 $1,902
plus an annual increase on each July 1, commencing on July 1, 2026 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. 33 of Community Facilities District No. 2017 -1 (Maintenance Services) City of Menifee” including landscaping, lighting, streets, and drainage for Special Tax A, and drainage for Special Tax B, as provided in the Rate and Method of Apportionment which is attached as Exhibit C to Resolution No. 25- 1653 adopted by the City Council of the City of Menifee on November 5, 2025 (including incidental expenses), and shall an appropriation limit be established for the Community Facilities District No. 2017-1 (Maintenance Services) in the amount of special taxes collected? YES _________

NO _________
Certification for Special Election Ballot
The undersigned is an authorized representative of the above- named landowner and is the person legally authorized and entitled to cast this ballot on behalf of the above-named landowner.

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct, and that this declaration is executed on ____________, 20__.

The Close Living Trust
Trustee
Signature
Print Name
Item Title: 11.1
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

33,

Bailey

Park,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 27

Menifee Mayor and City Council
December 17, 2025
Page
265 of 476

BALLOT

CITY OF MENIFEE

Name of Landowner Number of Acres Owned Total Votes
CG Menifee 2, LLC 2.13 3
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.

Thi
s 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.

M
ail
Delivery: If by mail, place ballot in the return envelope provided, and mail no later than December 3, 2025, 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 December 17, 2025, at the Clerk’s office at 29844 Haun Road, City of Menifee, CA 92586.

H
owever delivered, this ballot must be received by the Clerk prior to the close of the public meeting on December 17, 2025.

V
ery truly yours,
S
tephanie Roseen
City Clerk
City of Menifee
Item Title: 11.1
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

33,

Bailey

Park,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 28

Menifee Mayor and City Council
December 17, 2025
Page
266 of 476

TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.

OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner: Assessor’s Parcel Number(s):

CG Menifee 2, LLC
Attn: The Close Living Trust
42540 Rio Nedo
Temecula, CA 92592
384-180-020

CITY OF MENIFEE

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:

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__.

The Close Living Trust
Trustee
Signature
Print Name
Item Title: 11.1
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

33,

Bailey

Park,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 29

Menifee Mayor and City Council
December 17, 2025
Page
267 of 476

FULL TEXT OF PROPOSITION

SPECIAL ELECTION TO SUBMIT TO THE QUALIFIED ELECTORS THE QUESTION OF LEVYING A

SPECIAL TAX WITHIN THE AREA PROPOSED TO BE ANNEXED TO COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) (ANNEXATION NO. 33) December 17, 2025
SPEC
IAL TAX BALLOT MEASURE: Shall the City Council of the City of M enifee be authorized to levy a special tax on an annual basis at the rates set forth in the following table:

Land Use
Category
Maximum
Special Tax
A
Maximum
Special Tax B
Non-Residential $1,048 $1,902
plus an annual increase on each July 1, commencing on July 1, 2026 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. 33 of Community Facilities District No. 2017-1 (Maintenance Services) City of Menifee” including landscaping, 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. 25-1653 adopted by the City Council of the City of Menifee on November 5, 2025 (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?

EXHIBIT C
Item Title: 11.1
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

33,

Bailey

Park,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 30

Menifee Mayor and City Council
December 17, 2025
Page
268 of 476

1 RESOLUTION NO. 25-____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MENIFEE, CALIFORNIA ,

DECLARING ELECTION RESULTS OF THE SPECIAL ELECTION HELD ON DECEMBER 17, 2025, AND ORDERING THE ANNEXATION OF TERRITORY TO COMMUNITY FACILITIES DISTRICT NO. 2017 -1 (MAINTENANCE SERVICES) (ANNEXATION NO. 3 3), ASSESSOR’S PARCEL NUMBER S 384-180-020 AND 384 - 180-036.

WHEREAS, the City Council (the “City Council”) of the City of Menifee (the “City”) has heretofore conducted proceedings, pursuant to the Mello-Roos Community Facilities Act of 1982 (the “Act”), for the area proposed to be annexed to Community Facilities District No. 2017-1 (Maintenance Services) of the City of Menifee, County of Riverside, State of California (the “CFD No. 2017- 1”), including conducting a public hearing pursuant to the Act; and
WHEREAS, at the conclusion of said public hearing, the City Council adopted a resolution calling a special election for December 17, 2025, and submitting to the qualified electors of the territory proposed to be annexed to the CFD No. 2017-1 the question of levying special taxes on parcels of taxable property therein for the purpose of providing certain services which are necessary to meet i ncreased demands placed upon the City as a result of the development of said real property, as provided in the form o f the special election ballot attached thereto as Exhibit B; and WHEREAS, the special election was held on December 17, 2025, and the City Clerk (or, in the absence of the City Clerk, the City Clerk – in either case, the “Clerk”) has duly canvassed the returns of the special election and has filed with the City Council a Certificate of Election Results, dated December 17, 2025, executed by the Clerk, certifying that a completed ballot has been returned to the Clerk for each landowner-voter(s) eligible to cast a ballot in said special election, with all votes cast as “Yes” votes in favor of the ballot measure, and further certify ing on said basis that the special mailed-ballot election was closed.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Menifee, California:

Section 1. Recitals. The City Council finds and determines that the foregoing recitals are true and correct.

Section 2. Approval of Canvass. The City Council has received, reviewed, and hereby accepts the Clerk’s Certificate of Election Results, a copy of which is attached hereto as Exhibit A, and hereby ratifies, confirms, and approves said Certificate of Election Results.

Section 3. Ballot Measure. The City Council hereby finds, determines, and declares that more than two-thirds (⅔) of all the votes cast at the special election on the ballot measure were in favor of the ballot measure, the ballot measure passed, and the ballot measure was approved by the qualified electors in accordance with the Act.

Section 4. Validity of Procedures . The City Council hereby finds and determines that all prior proceedings and actions taken by the City Council pursuant to the Act were and are valid and in conformity with the Act.

Section 5. Annexation. The City Council hereby finds, determines, and declares that pursuant to Government Code section 53339.8, the territory proposed to be annexed is added to and part of the CFD No. 2017- 1 with full legal effect, and the City Council is also authorized, pursuant to said Section 53339.8, to annually levy special taxes within the annexed territory to pay the costs of the services to be provided by the CFD No. 2017-1 as specified Item Title: 11.1
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

33,

Bailey

Park,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 31

Menifee Mayor and City Council
December 17, 2025
Page
269 of 476

Resolution Declaring Election Results Annex 33
2 in Resolution No. 25-1653 adopted by the City Council on November 5, 2025 . The boundaries of the annexed territory are shown on the map entitled, “Annexation Map No. 33 Community Facilities District No. 2017-1 (Maintenance Services)” a copy of which was recorded, on November 12, 2025, in Book 98 of Maps of Assessment and Community Facilities Districts at Page 7, in the office of the Riverside County Recorder.

Section 6. Notice of Special Tax Lien. Pursuant to Government Code section 53339.8 and Streets and Highways Code sections 3114.5 and 3117.5, within fifteen (15) days of the adoption of this Resolution, the City Clerk shall cause to be filed with the County Recorder of the County of Riverside an amendment to the notice of special tax lien and a map of the amended boundaries of the CFD No. 2017-1 including the annexed territory.

Section 7. Effective Date. This Resolution shall take effect immediately upon its adoption.

PASSED, APPROVED AND ADOPTED this 17th day of December 2025

___________________________
Bob Karwin, Mayor Pro Tem
Attest:

___________________________
Stephanie Roseen, City Clerk
Approved as to form:

___________________________
Jeffrey T. Melching, City Attorney

Item Title: 11.1
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

33,

Bailey

Park,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 32

Menifee Mayor and City Council
December 17, 2025
Page
270 of 476

EXHIBIT A

CITY OF MENIFEE
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) ANNEXATION NO. 33

CERTIFICATE OF ELECTION RESULTS

I, the undersigned, being the City Clerk or the Acting City Clerk, as the case may be, hereby certify:

In connection with the special mailed-ballot election called by the City Council (the “City Council”) of the City of Menifee (the “City”) on this same date in the proceedings of the City Council for the above -entitled community facilities district, I personally received (a) signed and dated waiver and consent form s and (b) signed, dated and marked election ballot s on behalf of the property owners, the entities named as the sole landowners of the lands within the boundary of the above-entitled community facilities district in the Certificate Regarding Registered Voters and Landowners, dated November 12, 2025 and on file in the office of the City Clerk of the City in connection with the City Council actions on that date. Copies of the completed waiver and consent form and the completed ballot received by me and on file in my office are attached hereto.

Following such receipt, I have personally, and in the presence of all persons present, reviewed the ballot to confirm that it is properly marked and signed, and I hereby certify the result of that count to be that the ballot was cast in favor of the measure.

Based upon the foregoing, all votes that were cast having been cast “Yes”, in favor of the ballot measure, the measure has therefore passed.

Tax Zone
Qualified
Landowner Votes Votes Cast YES NO
33 1.94 2
33 2.13 3

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 December 17, 2025.

Stephanie Roseen
City Clerk
City of Menifee

By:

(Attach completed copies of Waiver/Consent and Ballot)
Item Title: 11.1
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Maintenance Services
Item Page Number: 33

Menifee Mayor and City Council
December 17, 2025
Page
271 of 476

Item Title: 11.1
First

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Annexation

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2017-1,
Maintenance Services
Item Page Number: 34

Menifee Mayor and City Council
December 17, 2025
Page
272 of 476

ORDINANCE NO. 2025-

AN ORDINANCE OF THE CITY OF MENIFEE, CALIFORNIA, AMENDING ORDINANCE NO. 2017 -231 AND LEVYING SPECIAL TAXES TO BE COLLECTED DURING FISCAL YEAR 2025-26 TO PAY THE ANNUAL COSTS

OF THE MAINTENANCE AND SERVICING OF STREET LIGHTS, PARKS,

PARKWAYS, STREETS, ROADS, AND OPEN SPACE, THE OPERATION AND

MAINTENANCE OF STORM DRAINAGE SYSTEMS, A RESERVE FUND FOR

CAPITAL REPLACEMENT, AND ADMINISTRATIVE EXPENSES WITH
RESPECT TO CITY OF MENIFEE COMMUNITY FACILITIES DISTRICT NO. 2017-1, ANNEXATION NO. 33 FOR MAINTENANCE SERVICES
WHEREAS, pursuant to the Mello-Roos Community Facilities Act of 1982 (the “Act”), on December 6, 2017, the City Council (the “City Council”) of the City of Menifee (the “City”) adopted Resolution No. 17- 658 establishing Community Facilities District No. 2017- 1 (Mai ntenance Services) of the City of Menifee, County of Riverside, State of California (the "CFD No. 2017-1") for the purpose of levying special taxes on parcels of taxable property therein for the purpose of providing certain services (the “Services ”), which are necessary to meet increased demands placed upon the City and are described in Exhibit A attached hereto; and WHEREAS, on December 20, 2017, the City Council adopted Ordinance No. 2017- 231 entitled, “An Ordinance Levying Special Taxes to be Collected During Fiscal Year 2018-19 to Pay the Annual Costs of the Maintenance and Servicing of Street Lights, Parks, Parkways, Streets, Roads, and Open Space, the Operation and Maintenance of Storm Drainage Systems, a Reserve Fund for Capital Replacement, and Administrative Expenses with Respect to City of Menifee Community Facilities District No. 2017 -1 (Maintenance Services) ” (“Ordinance No. 2017 -231”), pursuant to which the City Council levied special taxes with the CFD No. 2017-1; and WHEREAS, on November 5 , 2025 , the City Council adopted Resolution No. 2 5-1653 entitled “A Resolution of the City Council of the City of Menifee Declaring Its Intention to Annex Territory to Community Facilities District No. 2017 -1 (Maintenance Services) of the City of Menifee, Adopting a Map of the Area to be Proposed to be Annexed (Annexation No. 33) and Authorizing the Levy of a Special Taxes Therein” (the “Resolution of Intention”) declaring its intention to annex certain territory to the CFD No. 2017 -1 and to levy special taxes wi thin that territory to provide the Services as described in the Resolution of Intention and setting a special public hearing on the proposed annexation for December 17, 2025; and WHEREAS, notice was published as required by the Act relative to the intention of the City Council to annex certain territory to the CFD No. 2017- 1, to levy special taxes therein to provide the Services, and to set the time and place of said public hearing; and WHEREAS, on December 17, 2025, at the time and place specified in said published notice, the City Council opened and held a public hearing as required by the Act relative to the annexation of territory in to the CFD No. 2017-1, the levy of the special taxes therein, and the provision of Services by the CFD No. 2017-1; and
WHEREAS, at said public hearing all persons desiring to be heard on all matters pertaining to the annexation of territory to the CFD No. 2017-1, the levy of the special taxes therein, and the provision of Services therein were heard, and a full and fair hearing was held; and
Item Title: 11.1
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WHEREAS, subsequent to said public hearing, the City Council adopted Resolution No. 25-___ entitled “A Resolution of the City Council of the City of Menifee Calling an Election to Submit to the Qualified Electors the Question of Levying a Special Tax Within the Area Proposed to be Annexed to Community Facilities District No. 2017- 1 (Maintenance Services) (Annexation No. 33)” (the “Resolution Calling the Election”) on December 17, 2025, wherein the City Council submitted the question of levying a special tax in territory proposed to be annexed to the CFD No. 2017-1 at the rate and according to the method of apportionment described therein; and WHEREAS, at said special election on December 17, 2025, the qualified electors of the territory proposed to be annexed to the CFD No. 2017-1 approved said propositions as described in the Resolution Calling the Special Election by more than the two- thirds vote required by the Act; and
WHEREAS, subsequent to said special election, the City Council adopted Resolution No. 25-___ entitled “A Resolution of the City Council of the City of Menifee Declaring the Results of the Special Election Held on December 17, 2025, and Ordering the Annexation of Territory to Community Facilities District No. 2017 -1 (Maintenance Services) (Annexation No. 3 3)” wherein the City Council determined that the territory proposed to be annexed was added to the CFD No. 2017-1 (such territory being referred to herein as “Annexation No. 33”).

NOW, THEREFORE, the City Council of the City of Menifee, California does ordain as follows:

Section 1. Recitals. The foregoing recitals are true and correct.

Section 2. Amendment to Exhibit B of Ordinance No. 2017- 231. Exhibit B of Ordinance No. 2017 -231 is hereby amended by deleting it in its entirety and replacing it with Revised Exhibit B attached hereto.

Section 3. Amendment to Section 2 of Ordinance No. 2017- 231. Section 2 of Ordinance No. 2017-231 is hereby amended by deleting it in its entirety and replacing it with the following:

Section 2. Levy of Special Taxes . Special taxes
shall be and are hereby levied for the Fiscal Year 2025 - 26, and each Fiscal Year thereafter, on all parcels of real property within the Community Facilities District which are subject to taxation, which are identified in Revised Exhibit B attached hereto, and in the amount set forth for each such parcel in said R evised Exhibit B. Pursuant to said Section 53340, such special taxes shall be collected in the same manner as ordinary ad valorem property taxes
are collected and shall be subject to the same penalties and the same procedure, sale, and lien priority in case of delinquency as is provided for ad valorem taxes.

Section 4. Severability. If any section, subsection, sentence, clause, or phrase of this ordinance is for any reason held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this ordinance, and each and every section, subsection, sentence, clause, or phrase not declared Item Title: 11.1
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invalid or unconstitutional, without regard to whether any portion of the ordinance would be subsequently declared invalid or unconstitutional.

Section 5. Effective Date. This ordinance shall take effect thirty (30) days from the date of its adoption.

Section 6. Notice of Adoption. The City Clerk shall certify to the passage and adoption of this Ordinance, and shall cause to be published within fifteen (15) days after its passage in a newspaper of general circulation and circulated within the City in accordance with Government Code Section 36933(a) or, cause this Ordinance to be published in a manner requi red by law using the alternative summary and posting procedure authorized under Government Code Section 36933 (c).

This Ordinance was introduced and read on the 17th day of December 2025 and APPROVED AND ADOPTED this 21st day of January, 2026.

___________________________
Bob Karwin, Mayor Pro Tem
Attest:

___________________________
Stephanie Roseen, City Clerk
Approved as to form:

___________________________
Jeffrey T. Melching, City Attorney

Item Title: 11.1
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Item Page Number: 37

Menifee Mayor and City Council
December 17, 2025
Page
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EXHIBIT A

DESCRIPTION OF SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2017 -1, as provided by Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing and/or replacing landscaped areas ( and may include reserves for replacement) in public street right -of- ways, public landscaping, public open spaces and other similar landscaped areas officially dedicated for public use. These services include the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which maintenance and lighting services may include, without limitation, furnishing of electrical power to street lights and traffic signals ; repair and replacement of damaged or inoperative light bulbs, fixtures and standards; maintenance (including irrigation and replacement) of landscaping vegetation situated on or adjacent to parks, parkways, streets, roads and open space; maintenance and repair of irrigation facilities; m aintenance 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

Maintenance services may include, but are not limited to, the repair, removal or replacement of all or part of any of the water quality improvements ; fossil fuel filters within the public right -of-way including the removal of petr oleum hydrocarbons and other pollutants from water runoff or appurtenant facilities; clearing of inlets and outlets; erosion repairs; and cleanup to improvements, and other items necessary for the maintenance, servicing, or both of the water quality basin improvements within flood control channel improvements; and

(c) public street sweeping, on the segments of the arterials within the boundaries of CFD No. 2017-1; as well as local roads within residential subdivisions located within CFD No. 2017- 1; and any portions adjacent to the properties within CFD No. 2017-1.

In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may be expended to pay “Administrative Expenses,” as said term is defined in Exhibit B to the Resolution of Intention (Resolution No. 23-1273).

The above services shall be limited to those provided within the boundaries of CFD No. 201 7-1 or for the benefit of the properties within the boundaries of CFD No. 201 7-1, as the boundary is expanded from time to time by annexations, and said services may be financed by proceeds of the special tax of CFD No. 2017-1 only to the extent that they are in addition to those provided in the territory of CFD No. 2017 -1 before CFD No. 2017-1 was created.

Item Title: 11.1
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Item Page Number: 38

Menifee Mayor and City Council
December 17, 2025
Page
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5 REVISED EXHIBIT B
(Amending and Replacing Exhibit B of Ordinance No. 2017-231) COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) SPECIAL TAX FISCAL YEAR 2025-26

(Effective as of December 17, 2025)

ASSESSOR'S PARCEL NUMBERS
Annexation Owner Assessor's Parcel Numbers
Original
Formation
Stark Menifee Land, LLC
See Next Page Stark Menifee Land, LLC & Menifee
Multifamily, LLC
Several
1 MLC Holdings 360-210-001
2 Woodside O5S See Next Page
3 To Be Determined
4 Lennar Homes of California, Inc. See Next Page
5 Forester Real Estate Group Inc. 372-040-043,
372-040-044
6 Meritage Homes of California, Inc. 372-160-006, -007, -008, -013 and 372-190-003
7 RCFC Investments, LLC 339-020-004, -005, -006, -007, -008, -040, -041, -042, -043 and 339-030-022
8 Pulte Home Company, LLC and
Diamond Brother Five Partnership, LP
340-050-034,
340-050-032
9 D.R. Horton Los Angeles Holding
Company, Inc. See Next Page
10 Briggs & 74, LLC 327-320-028
11 Golden Meadowland, LLC & Golden Hill
Country, LLC
360-300-011, 360-300-012, 360-
300-013, 360-300-014
12 BLC Fleming, LLC 333-020-011,
333-020-019
13 FPG Sun Menifee 80 LLC 360-150-019
14 FPG Tricon Menifee Property LLC 372-050-037, -038, -039, -040, -041, -042
15 Boulders Menifee LLC 339-200-080
16 Jefferson Menifee LLC 364-070-051
17 VSK Investments, LLC 329-020-009,
329-020-022
18 AH EHC CA 1 364-190-004,
364-190-005
19 DSMD Cajun Properties 360-020-029
20 To Be Determined
21 Richmond American Homes of
Maryland, Inc., a Maryland corporation
338-150-046,
338-150-031
Item Title: 11.1
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Item Page Number: 39

Menifee Mayor and City Council
December 17, 2025
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Ordinance Annex 33

Page 6 of 12 ends

6 Annexation Owner Assessor's Parcel Numbers
22A Pulte Home Company, LLC See Next Page
22B Pulte Home Company, LLC 335-070-055,
335-430-027
22C Pulte Home Company, LLC 330-220-016, -017 and
330-230-043
23 Pulte Home Company, LLC See Next Page
24 Canceled
25 To Be Determined
26 Richmond American Homes of
Maryland, Inc., a Maryland corporation 330-230-023
27 KA Menifee, LLC, Capital Financial
Group, Inc Defined Benefit Pension
Plan, Kaassi International, Inc. Defined
Benefit Pension Plan, KZA Inc. Defined
Benefit Pension Plan
333-040-045,
333-040-046
28 Nova Power, LLC, a Delaware Limited
Liability Company
331-180-025 (Formerly APN 331-180-
022)
29 Lennar Homes of California, LLC 331-250-028, 331-250-029, 331-250-030
30 Menifee Commerce Center I, LLC
331-110-027, 331-110-
035, 331-110-041, 331-140-010, 331-
140-018, 331-140-021, and 331-140-025
31 To Be Determined
32 To Be Determined
33 CG Menifee 1, LLC, and CG Menifee 2,
LLC 384-180-020, 384-180-036
34 KB Home Cal Management Services,
LLC 364-200-009
35 Navarro Trust DTD 05/01/2007 335-481-017
Item Title: 11.1
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Item Page Number: 40

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December 17, 2025
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Ordinance Annex 33

Page 7 of 12 ends

7 REVISED EXHIBIT B (cont.)
(Amending and Replacing Exhibit B of Ordinance No. 2017-231)

COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES)

ORIGINAL FORMATION

ASSESSOR'S PARCEL NUMBERS
Assessor’s Parcel Numbers
360850024 360861031 360862008 360862050 360870030
360850029 360861032 360862009 360862051 360870031
360850030 360861033 360862010 360862052 360870032
360850031 360861034 360862011 360862053 360870033
360850032 360861035 360862012 360862054 360870034
360860001 360861036 360862013 360862055 360870035
360860017 360861038 360862014 360862056 360870036
360860026 360861039 360862016 360862057 360870037
360860027 360861040 360862017 360862058 360870038
360860028 360861041 360862018 360862059 360870039
360860041 360861042 360862019 360870001 360870040
360861001 360861043 360862020 360870002 360870041
360861002 360861044 360862021 360870003 360870042
360861003 360861045 360862022 360870004 360870043
360861004 360861046 360862023 360870005 360870044
360861005 360861047 360862024 360870006 360870045
360861006 360861048 360862025 360870007 360870046
360861007 360861049 360862026 360870008 360870047
360861008 360861050 360862027 360870009 360870048
360861009 360861051 360862028 360870010 360870049
360861010 360861053 360862029 360870011 360870050
360861012 360861054 360862031 360870012 360870051
360861013 360861055 360862032 360870013 360870052
360861014 360861056 360862033 360870014 360870053
360861015 360861057 360862034 360870015 360870054
360861016 360861058 360862035 360870016 360870055
360861017 360861059 360862036 360870017 360870056
360861018 360861060 360862037 360870018 360870057
360861019 360861061 360862038 360870019 360870058
360861020 360861062 360862039 360870020 360870059
Item Title: 11.1
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Item Page Number: 41

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Ordinance Annex 33

Page 8 of 12 ends

8 Assessor’s Parcel Numbers
360861021 360861063 360862040 360870021 360870060
360861022 360861064 360862041 360870022 360870061
360861023 360862001 360862042 360870023 360870062
360861025 360862002 360862043 360870024 360870063
360861026 360862003 360862044 360870025 360870064
360861027 360862004 360862046 360870026 360870065
360861028 360862005 360862047 360870027 360870066
360861029 360862006 360862048 360870028 360880001
360861030 360862007 360862049 360870029 360880002
360880003 360880042 360971003 360972002 360980014
360880004 360880043 360971004 360972003 360980015
360880005 360880044 360971005 360972004 360980016
360880006 360880045 360971006 360972005 360980017
360880007 360880046 360971007 360972006 360980018
360880008 360880047 360971008 360973001 360980019
360880009 360880048 360971009 360973002 360980020
360880010 360880049 360971010 360973003 360980021
360880011 360880050 360971011 360973004 360980022
360880012 360880051 360971012 360973005 360980023
360880013 360880052 360971013 360973006 360980024
360880014 360880053 360971014 360973007 360980025
360880015 360880054 360971015 360973008 360980026
360880016 360880055 360971016 360973009 360980027
360880017 360880056 360971017 360973010 360980028
360880018 360880057 360971018 360973011 360980029
360880019 360880058 360971019 360973012 360980030
360880020 360880059 360971020 360974001 360980031
360880021 360970001 360971021 360974002 360980032
360880022 360970002 360971022 360974003 360980033
360880023 360970003 360971023 360974004 360980034
360880024 360970004 360971024 360974005 360980035
360880025 360970005 360971025 360974006 360980036
360880026 360970006 360971026 360974007 360980037
360880027 360970007 360971027 360974008 360980038
360880028 360970008 360971028 360974009 360981001
360880029 360970009 360971029 360980001 360981002
360880030 360970010 360971030 360980002 360981003
360880031 360970011 360971031 360980003 360981004
Item Title: 11.1
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Item Page Number: 42

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December 17, 2025
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Ordinance Annex 33

Page 9 of 12 ends

9 Assessor’s Parcel Numbers
360880032 360970012 360971032 360980004 360982001
360880033 360970013 360971033 360980005 360982002
360880034 360970014 360971034 360980006 360982003
360880035 360970015 360971035 360980007 360982004
360880036 360970016 360971036 360980008 360982005
360880037 360970017 360971037 360980009 360982006
360880038 360970018 360971038 360980010 360982007
360880039 360970019 360971039 360980011 360982008
360880040 360971001 360971040 360980012 360982009
360880041 360971002 360972001 360980013 360982010
360982011 364411001 364420019 364422018 364430013
360982012 364411002 364420020 364422019 364430014
360983001 364411003 364420021 364422020 364430015
360983002 364411004 364420022 364422021 364430016
360983003 364411005 364420023 364422022 364431001
360983004 364411006 364420024 364423001 364431002
360983005 364411007 364421001 364423002 364431003
360983006 364411008 364421002 364423003 364431004
360983007 364411009 364421003 364423004 364431005
360983008 364411010 364421004 364423005 364431006
360983009 364411011 364421005 364423006 364431007
360983010 364411012 364421006 364423007 364431008
360983011 364411013 364421007 364423008 364431009
360983012 364411014 364421008 364423009 364431010
364410001 364411015 364421009 364423010 364431011
364410002 364411016 364421010 364423011 364431012
364410003 364411017 364421011 364424001 364431013
364410004 364411018 364422001 364424002 364431014
364410005 364420003 364422002 364424003 364431015
364410006 364420004 364422003 364424004 364431016
364410007 364420005 364422004 364424005 364431017
364410008 364420006 364422005 364424006 364432001
364410009 364420007 364422006 364430001 364432002
364410010 364420008 364422007 364430002 364432003
364410011 364420009 364422008 364430003 364432004
364410012 364420010 364422009 364430004 364432005
364410013 364420011 364422010 364430005 364432006
364410014 364420012 364422011 364430006 364432007
Item Title: 11.1
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Item Page Number: 43

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December 17, 2025
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Ordinance Annex 33

Page 10 of 12 ends

10 Assessor’s Parcel Numbers
364410015 364420013 364422012 364430007 364432008
364410016 364420014 364422013 364430008 364433001
364410017 364420015 364422014 364430009 364433002
364410018 364420016 364422015 364430010 364433003
364410019 364420017 364422016 364430011 364433004
364410020 364420018 364422017 364430012

ANNEXATION NO. 2

ASSESSOR'S PARCEL NUMBERS
Assessor's Parcel Numbers
339020039 339362020 339362021 339362022 339362023 339362024 339362025 339362026 339362027 339500001 339500002 339500003 339500004 339500005 339500006 339500007 339500008 339500009 339500010 339500011 339500012 339500013 339500014 339500015 339500016 339500017 339500018 339500019 339500020 339500021 339500022 339500023 339500024 339500025 339500026 339500027 339500028 339501001 339501002 339501003 339501004 339501005 339502001 339502002 339502003 339502004 339502005 339502006 339510001 339510002 339510003 339510004 339510005 339510006 339510007 339510008 339510009 339510010 339510011 339510012 339511001 339511002 339511003 339511004 339511005 339511006 339511007 339511008 339511009 339511010 339511011 339511012 339511013 339511014 339511015 339511016 339511017 339511018 339511019 339511020 339511021 339511022 339511023 339511024 339511025 339511026 339511027 339511028 339511029 339511030 339511031 339512001 339512002 339512003 339512004 339512005 339512006 339512007 339512008 339512009 339512010 339512011 339512012 339512013 339512014 339520001 339520002 339520003 339520004 339520005 339520006 339520007 339520008 339520009 339520010 339520011 339520012 339520013 339520014 339520015 339520016 339520017 339520018 339520019 339521001 339521002 339521003 339521004 339521005 339521006 339521007 339521008 339521009 339521010 339521011 339521012 339522001 339522002 339522003 339522004 339522005 339522006 339522007 339522008 339522009 339522010 339522011 339522012 339522013 339522014 339522015 339522016 339522017 339522018 339522019 339522020 339522021 339522022 339522023 339522024 339522025 339522026 339522027 339522028 339522029

ANNEXATION NO. 4

ASSESSOR'S PARCEL NUMBERS
Assessor's Parcel Numbers
333070069 333070070 333070071 333070075 333070080 333070081 333070082

Item Title: 11.1
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Item Page Number: 44

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Ordinance Annex 33

Page 11 of 12 ends

11 ANNEXATION NO. 9

ASSESSOR'S PARCEL NUMBERS
Assessor's Parcel Numbers
331080005 331080006 331080007 331080008 331080009 331080010 331080011 331080012 331080018 331080019 331080020 331080021 331080024 331080025 331080027 331080028

ANNEXATION NO. 22A

ASSESSOR'S PARCEL NUMBERS
Assessor's Parcel Numbers
330220018 330220019 330230042 330230044 330230045 335070056 335070057 335070058 335430028 335530001 335530002 335530003 335530004 335530005 335530006 335530007 335530008 335530009 335530010 335531001 335531002 335531003 335531004 335531005 335531006 335531007 335532001 335532002 335532003 335532004 335532005 335532006 335532007 335532008 335532009 335532010 335532011 335532012 335532013 335532014 335532015 335532016 335532017 335532018 335532019 335532020 335532021 335532022 335533001 335533002 335533003 335533004 335533005 335533006 335533007 335533008 335533009 335533010 335533011 335533012 335534001 335534002 335534003 335534004 335534005 335534006 335534007 335534008 335534009 335534010 335534011 335534012 335534013 335534014 335534015 335535001 335535002 335540001 335540002 335540003 335540004 335540005 335540006 335540007 335541001 335541002 335541003 335541004 335541005 335541006 335541007 335541008 335541009 335541010 335541011 335541012 335541013 335541014 335541015 335541016 335541017 335541018 335541019 335542001 335542002 335542003 335542004 335542005 335542006 335542007 335542008 335542009 335542010 335542011 335542012 335542013 335542014 335542015 335542016 335542017 335542018 335542019 335542020 335542021 335542022 335542023 335542024 335542025 335542026 335542027 335542028 335542029 335542030 335543001 335543002 335543003 335543004 335543005 335543006 335543007 335543008 335543009 335543010 335543011 335543012 335543013 335543014 335544001 335544002 335544003 335544004 335544005 335544006 335544007 335544008 335544009 335544010 335544011 335544012 335544013 335544014

Item Title: 11.1
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Menifee Mayor and City Council
December 17, 2025
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Ordinance Annex 33

Page 12 of 12 ends

12 ANNEXATION NO. 23

ASSESSOR'S PARCEL NUMBERS
Assessor's Parcel Numbers
340580001 340580035 340590017 340591018 340603012 340610003 340580002 340580036 340590018 340591019 340603013 340610004 340580003 340580037 340590019 340591020 340603014 340610005 340580004 340580038 340590020 340591021 340603015 340610006 340580005 340580039 340590021 340591022 340603016 340610007 340580006 340580040 340590022 340600001 340603017 340610008 340580007 340580041 340590023 340600002 340603018 340610009 340580008 340580042 340590024 340600003 340603019 340610010 340580009 340580043 340590025 340601001 340603020 340610011 340580010 340580044 340590026 340601002 340603021 340610012 340580011 340580045 340590027 340601003 340603022 340610013 340580012 340580046 340590028 340601004 340603023 340610014 340580013 340580047 340590029 340601005 340603024 340610015 340580014 340581001 340590030 340601006 340603025 340610016 340580015 340581002 340590031 340601007 340603026 340610017 340580016 340581003 340590032 340602001 340603027 340610018 340580017 340581004 340590033 340602002 340603028 340610019 340580018 340581005 340591001 340602003 340603029 340610020 340580019 340590001 340591002 340602004 340603030 340610021 340580020 340590002 340591003 340602005 340603031 340610022 340580021 340590003 340591004 340602006 340603032 340610023 340580022 340590004 340591005 340602007 340603033 340610024 340580023 340590005 340591006 340602008 340603034 340610025 340580024 340590006 340591007 340603001 340603035 340610026 340580025 340590007 340591008 340603002 340603036 340610027 340580026 340590008 340591009 340603003 340603037 340610028 340580027 340590009 340591010 340603004 340603038 340610029 340580028 340590010 340591011 340603005 340603039 340610030 340580029 340590011 340591012 340603006 340603040 340610031 340580030 340590012 340591013 340603007 340603041 340610032 340580031 340590013 340591014 340603008 340603042 340610033 340580032 340590014 340591015 340603009 340603043
340580033 340590015 340591016 340603010 340610001
340580034 340590016 340591017 340603011 340610002

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Item Title: 11.1
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Item Title: 11.1
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Menifee Mayor and City Council
December 17, 2025
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CITY OF MENIFEE
SUBJECT: First Reading and Introduction of an Ordinance for Annexation No. 34, Nautical Cove, into Community Facility District 2017- 1, Maintenance Services
MEETING DATE: December 17, 2025
TO: Mayor and City Council
PREPARED BY: Kristen Jensen, Financial Analyst
REVIEWED BY: Nick Fidler, Public Works Director
APPROVED BY: Armando G. Villa, City Manager
-------------------------------------------------------------------------------------------------------------------------------

RECOMMENDED ACTION

1. Adopt a resolution calling an election to annex territory, including Tentative Tract Map (TTM) 31229, Nautical Cove, located west of Briggs Road, north of Holland Road, south of Tres Lagos Drive, and east of Southshore Drive, into Community Facilities District (CFD) No. 2017- 1 Maintenance Services and to levy a special tax on that land; and

2. Hold a special landowner election and canvass the election; and

3. Adopt a resolution declaring the results of the special landowner election; and

4. Introduce an ordinance, amending Ordinance No. 2017-231 and levying and apportioning the special tax in CFD 2017-1.

DISCUSSION
On November 5, 2025, the City Council adopted Resolution No. 25-1654, declaring its intent to annex territory to CFD No. 2017-1 and commence the annexation proceedings for the territory to be annexed, also known as Annexation No. 34. The next steps in the annexation proceedings are to hold a public hearing on December 17, 2025, to conduct an election for the landowners and to declare the results of that election. Notice of the public hearing was published in the Press Enterprise and mailed to the property owner in accordance with the Mello-Roos Act.

The area within Annexation No. 34 is included in TTM 31229 and is approximately 73 gross acres of a vacant residential lot within the City. The property is located west of Briggs Road, north of Holland Road, south of Tres Lagos Drive, and east of Southshore Drive, as shown in the attached Project Location Map. The proposed maintenance services would include items such as landscaping, lighting, streets, drainage, parks, and graffiti.

Item Title: 11.2
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Item Page Number: 1

Menifee Mayor and City Council
December 17, 2025
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City of Menifee Staff Report
CFD 2017-1, Annex 34 – Nautical Cove
December 17, 2025

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Per the request of KB Home Cal Management Services, LLC, (Owner), the City would establish a rate and method of apportionment and authorize the levy of special taxes on the taxable property within Annexation No. 34 to pay for those services.

Annexation No. 34 would have a maximum annual tax of $1,154 per unit and would be included in CFD No. 2017-1 as “Tax Zone 34.” This tax rate includes a Maximum Special Tax A of $1,033 per unit per year for maintenance services of public facilities and a Maximum Special Tax B (Contingent Tax B) of $121 per unit per year. The maximum annual tax rate is proposed to escalate each year at the greater of Consumer Price Index (CPI) or 2%. The attached CFD Maintenance Site Plan Exhibit illustrates which services would be maintained by the CFD.

A copy of the boundary map entitled “Annexation Map No. 34, Community Facilities District No. 2017-1 (Maintenance Services)” was recorded on November 12, 2025, in Book 98 of Maps of Assessment and Community Facilities Districts at Page 6, in the office of Riverside County Recorder. Annexing the parcel into CDF No. 2017-1 would cover the costs of maintenance of public improvements associated with the development.

STRATEGIC PLAN OBJECTIVE
Thriving Economy

FISCAL IMPACT
The individual property owners in the CFD would be responsible for annual payments of special taxes. Upon full completion of the tract development, there would be an annual collection of Special Tax revenues of approximately $240,689, not including Contingent Tax B, 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.

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Item Page Number: 2

Menifee Mayor and City Council
December 17, 2025
Page
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City of Menifee Staff Report
CFD 2017-1, Annex 34 – Nautical Cove
December 17, 2025

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ATTACHMENTS

1. Project Location Map

2. Resolution Calling the Election

3. Resolution Declaring Election Results

4. Certificate of Registered Voters

5. Ordinance

6. Signed Petition, Waiver and Consent Annexation

7. CFD Maintenance Site Plan Exhibit
Item Title: 11.2
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Menifee Mayor and City Council
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LOIREVALLEY LN

MENIFEE
RD
OAK

KNOLL DR

EMERSONLN

FALL RIVER LN

SOUTHSHORE DR

HOLLAND RD

TRES LAGOS DR
BRIGGS
RD
^_

LAZY CREEK RD
VALLEY

BLVD ALD ERGATE DR
BRIGGS
RD
HAUN
RD

MIRA ST

LEON RD

PALOMAR RD

LOUISE RD
M
C
BOB
RD

ANTELOPE
RD

MELMORE LN

WICKERD RD EUCALYPTUS
RD

MARINO DR

CANYON HILLS RD

POTOMAC DR
EVANS

RDFLAXLEAF DR

STERN DR
(MAINTENANCE SERVICES)
ANNEXATION NO. 34

PROJECT MAP
Item Title: 11.2
First Reading and Introduction of an Ordinance for Annexation No. 34, Nautical Cove, into Community Facility District 2017-1, Maintenance Services Item Page Number: 4

Menifee Mayor and City Council
December 17, 2025
Page
299 of 476

1 RESOLUTION NO. 25-____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MENIFEE, CALIFORNIA ,

CALLING AN ELECTION TO SUBMIT TO THE QUALIFIED ELECTORS THE

QUESTION OF LEVYING A SPECIAL TAX WITHIN THE AREA PROPOSED TO BE ANNEXED TO COMMUNITY FACILITIES DISTRICT NO. 201 7-1 (MAINTENANCE SERVICES) (ANNEXATION NO. 34), ASSESSOR’S PARCEL NUMBER 364-200-009.

WHEREAS, pursuant to the Mello-Roos Community Facilities Act of 1982 ( “Act”), on December 6, 2017, the City Council ( “City Council”) of the City of Menifee (the “City”) approved Resolution No. 17- 658 establishing Community Facilities District No. 2017-1 (Maintenance Services) of the City of Menifee, County of Riverside, State of California ( “CFD No. 2017-1”) for the purpose of levying special taxes on parcels of taxable property therein for the purpose of providing certain services ( “Services”) which are necessary to meet increas ed demands placed upon the City as a result of the development of said parcels; and
WHEREAS, the City Council called a special election for December 6, 2017, at which the questions of levying a special tax and establishing an appropriations limit with respect to CFD No. 2017- 1 were submitted to the qualified electors within CFD No. 2017-1; and WHEREAS, at a special election held on December 6, 2017, more than two-thirds (⅔) of all votes cast were cast in favor of the levy of a special tax and the establishment of an appropriations limit, as determined by the City Council in Resolution No. 17-658, which was duly adopted on December 6, 2017; and
. WHEREAS, the City Council is authorized by Article 3.5 (commencing with Section 53339) of Chapter 2.5 of Part 1 of Division 2 of Title 5 of the Government Code to annex territory into an existing community facilities district by complying with the procedures set forth in said Article 3.5; and WHEREAS, the City Council November 5, 2025, duly adopted Resolut ion No. 2 5-1654 (“Resolution of Intention”) declaring its intention to annex certain territory to the CFD No. 2017 -1 and to levy a special tax within that territory to pay for certain services and setting a time and place for the public hearing on the proposed annexation for December 17, 2025; and WHEREAS, the territory proposed to be annexed is identified in a map entitled “Annexation Map No. 34, Community Facilities District No. 2017-1 (Maintenance Services)” a copy of which was recorded, on November 12, 2025, in Book 98 of Maps of Assessment and Community Facilities Districts at Page 6, in the office of the Riverside County Recorder; and
WHEREAS, pursuant to the Act and the Resolution of Intention, a noticed public hearing was convened by the City Council on December 17, 2025, not earlier than the hour of 6:00 p.m. at the City Hall located at 29844 Haun Road, Menifee, California 92586, at which hearing all interested persons were given the opportunity to appear and be heard on the proposed annexation of said territory to the CFD No. 2017-1 and the levy of special taxes within said territory proposed to be annexed. If and to the extent participation in the December 17, 2025 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 in the meeting were posted on the Agenda for said meeting, which was 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 was and will be made available upon request to the Menifee City Clerk's office at 951-672- 6777; and
Item Title: 11.2
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Resolution Calling an Election Annex 34
2 WHEREAS, written protests have not been filed by fifty percent (50%) or more of the registered voters residing within the CFD No. 2017-1, or by fifty percent (50%) or more of the registered voters residing within the territory proposed to be annexed, or by the owners of one-half (½) or more of the area within the CFD No. 2017- 1, or by the owners of one -half (½) or more of the territory proposed to be annexed; and
WHEREAS, the City Council has determined that there are fewer than twelve (12) registered voters residing in the territory proposed to be annexed to the CFD No. 2017- 1 and that the qualified electors in such territory are the landowners; and
WHEREAS, on the basis of all of the foregoing, the City Council has determined at this time to call an election to authorize the annexation of territory to the CFD No. 2017-1 and the levying of a special tax as described in Exhibit A attached hereto; and
WHEREAS, the City Council has received a written instrument from each landowner in the territory proposed to be annexed to the CFD No. 2017- 1 consenting to the shortening of election time requirements, waiving analysis and arguments, waiving all notice requirements , and waiving word limit requirements for the ballot relating to the conduct of the election; and WHEREAS, the City Clerk has concurred with the election date set forth herein.

Section 1. Recitals. The foregoing recitals are true and correct.

Section 2. Confirmation of Finding in Resolution of Intention. The City Council reconfirms all of its findings and determinations as set forth in the Resolution of Intention.

Section 6. Apportionment of Tax. The special tax as apportioned to each parcel is based on the cost of making the Services available to each parcel, or other reasonable basis, and is not based on or upon the ownership of real property.

Item Title: 11.2
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Resolution Calling an Election Annex 34
3 Section 7. Tax Roll Preparation. The office of the Public Works Director, 29844 Haun Road, Menifee, California 92586, is hereby designated as the office that will be responsible for annually preparing a current roll of special tax levy obligations by assessor’s parcel number and that will be responsible for estimating future special tax lev ies pursuant to Government Code section 53340.2. The Public Works Director may cause these functions to be performed by his or her deputies, assistants, or other designated agents.

1. Because fewer than twelve registered voters reside within the territory proposed to be annexed to the CFD No. 2017- 1 on November 7, 2025 (a date within the 90 days preceding the close of the public hearing on the territory proposed to be annexed to the CFD No. 2017- 1), the qualified electors shall be the landowners within the territory proposed to be annexed to the CFD No. 2017-1, and each landowner who was the owner of record at the close of the hearing shall have one vote for each acre or portion of an acre of land that such landowner owns within the territory proposed to be annexed to the CFD No. 2017-1.
(B). Consolidation of Elections; Combination of Propositions on Ballot. The election on the question of levying the special tax and establishing an appropriations limit for the CFD No. 2017-1 shall be consolidated, and the two propositions shall be combined into a single ballot proposition for submission to the voters, as authorized by Government Code Section 53353.5.
(C). Mail Ballot Election. Pursuant to Government Code section 53327.5, the election shall be conducted as a mail ballot election. The City Council hereby ratifies the City Clerk’s delivery of a ballot to each landowner within the territory proposed to be annexed to the CFD No. 2017-1. The City Council hereby ratifies the form of the ballot, which is attached hereto as Exhibit B. The full text of the ballot for said elections shall be set forth in Exhibit C and shall be included in the ballot pamphlet mailed to each qualified elector. (D). Return of Ballots. The City Clerk shall accept the ballots of the landowners up to 6:00 p.m. on December 17, 2025. The City Clerk shall have available ballots that may be marked at the City Clerk’s office on the election day by voters. Once all qualified electors have voted, the City Clerk may close the election.
(E). Canvass of Election. The City Clerk shall commence the canvass of the returns of the special election as soon as the election is closed (on December 17, 2025, or when all qualified electors have voted) at the City Clerk’s office. At the conclusion of the canvass, the City Clerk shall declare the results of the election.

Item Title: 11.2
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Resolution Calling an Election Annex 34
4 (F). Declaration of Results . The City Council shall declare the results of the special election following the completion of the canvass of the returns and shall cause to be inserted into its minutes a statement of the results of the special election as ascertained by the canvass of the returns.

Section 12. Effective Date. This Resolution shall take effect immediately upon its adoption.

PASSED, APPROVED AND ADOPTED this 17th day of December 2025

___________________________
Bob Karwin, Mayor Pro Tem

Attest:

___________________________
Stephanie Roseen, City Clerk
Approved as to form:

___________________________
Jeffrey T. Melching, City Attorney
Item Title: 11.2
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December 17, 2025
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EXHIBIT A

RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES)

OF THE CITY OF MENIFEE
A Special Tax (the “Special Tax”) shall be levied on and collected from each Assessor’s Parcel (defined below) in Community Facilities District No. 2017-1 (Maintenance Services) (the “CFD No. 2017-1” or “CFD”; defined below), in each Fiscal Year, (defined below), commencing in the Fiscal Year beginning July 1, 201 8, 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. D

EFINITIONS
“
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 admin istrative 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 Item Title: 11.2
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City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 2 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.
“C
FD” 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 determin ed in accordance with Section C below that can be levied on such Assessor’s Parcel in such Fiscal Year.

Item Title: 11.2
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

34,

Nautical

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Facility

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2017-1,
Maintenance Services
Item Page Number: 10

Menifee Mayor and City Council
December 17, 2025
Page
305 of 476

City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 3 “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 Undevelope d 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 th e 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.

Item Title: 11.2
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

34,

Nautical

Cove,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 11

Menifee Mayor and City Council
December 17, 2025
Page
306 of 476

City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 4 “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 Mult i- 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 sh own 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 Un its 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 Item Title: 11.2
First

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Item Page Number: 12

Menifee Mayor and City Council
December 17, 2025
Page
307 of 476

1. Special Tax A
a. Developed Property
(i) Maximum Special Tax A
T he 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 t
he 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 Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
1 TR 36299-1
& PM 9504
Single Family Residential Property RU $158
Multi-Family Residential Property RU $158
Non-Residential Property Acre $1,714
(
ii) Increase in the Maximum Special Tax A
O n each July 1, commencing on July 1, 201 9 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
I n 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 a s 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 T
ax 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:

Item Title: 11.2
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

34,

Nautical

Cove,

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Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 13

Menifee Mayor and City Council
December 17, 2025
Page
308 of 476

City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 6 TABLE 2

MAXIMUM SPECIAL TAX A RATES

APPROVED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
1 TR 36299-1
& PM 9504
Single Family Residential Property RU $158
Multi-Family Residential Property RU $158
Non-Residential Property Acre $1,714
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. U
ndeveloped 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
1 TR 36299-1
& PM 9504 Acre $1,515
O
n each July 1, commencing on July 1, 201 9 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. Sp
ecial 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. D
eveloped Property
Item Title: 11.2
First

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2017-1,
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Item Page Number: 14

Menifee Mayor and City Council
December 17, 2025
Page
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City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 7 (
i) Maximum Special Tax B (Contingent)
Th e 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
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax B
(Contingent)
1 TR 36299-1
& PM 9504
Single Family Residential Property RU $0
Multi-Family Residential Property RU $0
Non-Residential Property Acre $0
(ii) Increase in the Maximum Special Tax B (Contingent) O n each July 1, commencing on July 1, 201 9 the Maximum Special Tax B (Contingent) for D
eveloped 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
I n some instances , an Assessor's Parcel of Developed Property may contain more than one Land Use Cate gory. 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 Acrea ge desi gnated 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:

Item Title: 11.2
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

34,

Nautical

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Community

Facility

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2017-1,
Maintenance Services
Item Page Number: 15

Menifee Mayor and City Council
December 17, 2025
Page
310 of 476

City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 8 TABLE 5

MAXIMUM SPECIAL TAX B (CONTINGENT) RATES

APPROVED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax B
(Contingent)
1 TR 36299-1
& PM 9504
Single Family Residential Property RU $0
Multi-Family Residential Property RU $0
Non-Residential Property Acre $0
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. U
ndeveloped 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
Tax Zone Tracts Taxable Unit
Maximum Special
Tax B (Contingent)
1 TR 36299-1
& PM 9504 Acre $0
O
n each July 1, commencing on July 1, 201 9 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) b
y two percent (2.0%), whichever is greater.

D. M

ETHOD OF APPORTIONMENT OF ANNUAL SPECIAL TAX

F
irst: The S pecial 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; S
econd: I f 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 Item Title: 11.2
First

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2017-1,
Maintenance Services
Item Page Number: 16

Menifee Mayor and City Council
December 17, 2025
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City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 9 Property at up to 100% of the Maximum Special Tax A for Approved Property; T
hird: 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. S
pecial 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 s hall 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 a ggregate 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:

F
irst: The S pecial 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;
S
econd: I f 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;
T
hird: 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. F

UTURE 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. EX

EMPTIONS
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
) w
hich are in use in the performance of a public function as determined by the Administrator.

Item Title: 11.2
First

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2017-1,
Maintenance Services
Item Page Number: 17

Menifee Mayor and City Council
December 17, 2025
Page
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City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 10 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. M

ANNER 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.

Item Title: 11.2
First

Reading

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Introduction

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Annexation

No.

34,

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2017-1,
Maintenance Services
Item Page Number: 18

Menifee Mayor and City Council
December 17, 2025
Page
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City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 11 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 2025-26. These services are being funded by the levy of Special Tax A for Community Facilities District No. 2017-1 Tax Zone 34.

TAX ZONE 34 (SERVICES)
TTM 31229
Item Description Estimated Cost
1 Landscaping $42,704
2 Lighting $22,829
3 Streets $75,005
4 Drainage $16,648
5 Parks $57,916
6 Graffiti $1,097
7 Reserves $13,546
8 Administration $10,944
Total $240,689
T
AX ZONE 34 (CONTINGENT SERVICES)
TTM 31229
Special Tax B Contingent Services – The estimate breaks down the costs of providing one year’s contingent maintenance services for Fiscal Year 2025-26. If necessary, these services will be funded by the levy of Special Tax B (Contingent) for Community Facilities District No. 2017-1 Tax Zone 34.

Item Description Estimated Cost
1 Drainage $24,320
2 Reserves $2,432
3 Administration $1,351
Total $28,103
TAX ZONE 34
FY 2025-26 MAXIMUM SPECIAL TAX RATES
Land Use
Category
Taxable
Unit
Maximum
Special Tax A
Maximum
Special Tax B
Developed RU $1,033 $121
Approved RU $1,033 $121
Undeveloped Acre $3,268 $382
Item Title: 11.2
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Item Page Number: 19

Menifee Mayor and City Council
December 17, 2025
Page
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27.68 NR Acre $1,714 $0 Several
2 2020-21 TR 37576 65 SFR RU $539 $43 Meritage Homes
3 2020-21 TR 28859 161 SFR RU $727 $0 Woodside O5S
4 2020-21 TTM 31098 258 SFR RU $878 $0 Lennar Homes of
California, Inc.
5 2020-21 TTM 36852 68 SFR RU $755 $151 Strata Holland, LLC 6 2021-22 TTM 37668 175 SFR RU $765 $295 Meritage Homes of California, Inc.
7 2022-23 TTM 31456 176 SFR RU $996 $0 RCFC Investments, LLC 8 2021-22 TR 32102 &
TR 32102-1 256 SFR RU $674 $0
Diamond Brother Five
Partnership, LP and Pulte
Home Company, LLC
9 2021-22 TTM 37400 174 SFR RU $703 $0 D.R. Horton Los Angeles Holding Company, Inc.
10 2022-23 TPM 37380 3.62 NR Acre $3,588 $1,646 Briggs & 74, LLC 11 2024-25 TR 31194 552 SFR RU $913 $0 Golden Meadowland, LLC & Golden Hill Country, LLC
12 2022-23 TR 37408 &
TR 37409 1,022 SFR RU $963 $5 BLC Fleming LLC
13 2022-23 TR 36803 80 SFR RU $556 $171 FPG Sun Menifee 80 LLC 14 2022-23 TR 32628 303 SFR RU $281 $45 FPG Tricon Menifee Property LLC
15 2022-23 PLN 20-0167 9.92 MFR/NR Acre $3,865 $2,375 Boulders Menifee LLC 16 2022-23 LLA 17-007 12.48 MFR Acre $3,273 $2,119 Jefferson Menifee, LLC 17 2023-24 PM 37145 4.82 NR Acre $3,137 $0 VSK Investments, LLC 18 2023-24 TR 37131 305 SFR RU $533 $38 AG EHC II (LEN) CA 1, LP 19 2023-24 PLN 22-0199 0.96 NR Acre $2,995 $0 DSMD Cajun Properties 20 To Be Determined
21 2024-25 TR 38219 198 SFR RU $315 $71 Richmond American Homes of Maryland Inc.
22A 2023-24 TR 36658-1,
-3, -4, & -7 393 SFR RU $1,086 $100 Pulte Home Company, LLC 22B 2023-24 TR 36658-2 116 SFR RU $879 $100 Pulte Home Company, LLC 22C 2023-24 TR 36658-5
& 36658-6 247 SFR RU $879 $100 Pulte Home Company, LLC
23 2024-25 TR 37671 182 SFR RU $1,293 $0 Pulte Home Company, LLC 24 CANCELED
25 2025-26 TTM 37692 130 SFR RU $589 $179 Quail Hills, L.P. 26 2024-25 TTM 38126 96 SFR RU $1,239 $0
Richmond American
Homes of Maryland, Inc.,
a Maryland corporation
Item Title: 11.2
First

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2017-1,
Maintenance Services
Item Page Number: 20

Menifee Mayor and City Council
December 17, 2025
Page
315 of 476

City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 13 Tax
Zone
Fiscal
Year
Included
Tract/
APN
No. of
Taxable
Units
Land Use
Category
Taxable
Unit
Maximum
Special Tax
A
Maximum
Special Tax B
(Contingent) Subdivider
27 2024-25 333-0 40- 043,
333-0 40- 044 1.89 NR Acre $5,016 $1,002
KA Menifee, LLC, Capital
Financial Group, Inc.

Defined Benefit Pension
Plan, Kaassi International,
Inc. Defined Benefit
Pension Plan, KZA Inc.

SCALATION OF MAXIMUM SPECIAL TAXES
On each July 1, commencing on July 1, 20 19 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.

Item Title: 11.2
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

34,

Nautical

Cove,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 21

Menifee Mayor and City Council
December 17, 2025
Page
316 of 476

City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 14 A

PPENDIX B
C

ITY OF MENIFEE
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES)

DESCRIPTION OF AUTHORIZED SERVICES
Th
e 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
) m
aintenance 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) p
ublic 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
I
n 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.

Item Title: 11.2
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

34,

Nautical

Cove,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 22

Menifee Mayor and City Council
December 17, 2025
Page
317 of 476

City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services) 15 APPENDIX C

CITY OF MENIFEE
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES)

PROPOSED BOUNDARIES
Item Title: 11.2
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

34,

Nautical

Cove,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 23

Menifee Mayor and City Council
December 17, 2025
Page
318 of 476

Item Title: 11.2
First Reading and Introduction of an Ordinance for Annexation No. 34, Nautical Cove, into Community Facility District 2017-1, Maintenance Services Item Page Number: 24

Menifee Mayor and City Council
December 17, 2025
Page
319 of 476

Item Title: 11.2
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

34,

Nautical

Cove,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 25

Menifee Mayor and City Council
December 17, 2025
Page
320 of 476

EXHIBIT B
BALLOT

CITY OF MENIFEE

COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) ANNEXATION NO. 34
(December 17, 2025)
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 Total Votes
KB Home Cal Management Services,
LLC 73.64 74
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.

Thi
s 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.

M
ail
Delivery: If by mail, place ballot in the return envelope provided, and mail no later than December 3, 2025, 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 December 17, 2025, at the Clerk’s office at 29844 Haun Road, City of Menifee, CA 92586.

H
owever delivered, this ballot must be received by the Clerk prior to the close of the public meeting on December 17, 2025.

V
ery truly yours,
S
tephanie Roseen
City Clerk
City of Menifee
Item Title: 11.2
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

34,

Nautical

Cove,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 26

Menifee Mayor and City Council
December 17, 2025
Page
321 of 476

TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.

OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner: Assessor’s Parcel Number(s):

KB Home Cal Management Services,
LLC
Attn: Vernell Williams
36310 Inland Valley Drive
Wildomar, CA 92595
364-200-009

CITY OF MENIFEE

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:

Land Use
Category
Maximum
Special Tax A
Maximum
Special Tax B
Single-Family Residential $1,033 $121
plus an annual increase on each July 1, commencing on July 1, 2026 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. 34 of Community Facilities District No. 2017 -1 (Maintenance Services) City of Menifee” including landscaping, lighting, streets, drainage, parks, and graffiti abatement for Special Tax A, and drainage for Special Tax B, as provided in the Rate and Method of Apportionment which is attached as Exhibit C to Resolution No. 25-1654 adopted by the City Council of the City of Menifee on November 5, 2025 (including incidental expenses), and shall an appropriation limit be established for the Community Facilities District No. 2017 -1 (Maintenance Services) in the amount of special taxes collected?
YES _________

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__.

Vernell Williams
Authorized Signor
Signature
Print Name
Item Title: 11.2
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

34,

Nautical

Cove,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 27

Menifee Mayor and City Council
December 17, 2025
Page
322 of 476

FULL TEXT OF PROPOSITION

SPECIAL ELECTION TO SUBMIT TO THE QUALIFIED ELECTORS THE QUESTION OF

LEVYING A SPECIAL TAX WITHIN THE AREA PROPOSED TO BE ANNEXED TO COMMUNITY FACILITIES DISTRICT NO. 2017 -1 (MAINTENANCE SERVICES) (ANNEXATION NO. 34)

December 17, 2025

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:

Land Use
Category
Maximum
Special Tax A
Maximum
Special Tax B
Single-Family Residential $1,033 $121

plus an annual increase on each July 1, commencing on July 1, 2026 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. 3 4 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. 25- 1654 adopted by the City Council of the City of Menifee on November 5, 2025 (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? Item Title: 11.2
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

34,

Nautical

Cove,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 28

Menifee Mayor and City Council
December 17, 2025
Page
323 of 476

1 RESOLUTION NO. 25-____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MENIFEE, CALIFORNIA ,

WHEREAS, the City Council (the “City Council”) of the City of Menifee (the “City”) has heretofore conducted proceedings, pursuant to the Mello-Roos Community Facilities Act of 1982 (the “Act”), for the area proposed to be annexed to Community Facilities District No. 2017-1 (Maintenance Services) of the City of Menifee, County of Riverside, State of California (the “CFD No. 2017- 1”), including conducting a public hearing pursuant to the Act; and
WHEREAS, at the conclusion of said public hearing, the City Council adopted a resolution calling a special election for December 17, 2025, and submitting to the qualified electors of the territory proposed to be annexed to the CFD No. 2017-1 the question of levying special taxes on parcels of taxable property therein for the purpose of providing certain services which are necessary to meet i ncreased demands placed upon the City as a result of the development of said real property, as provided in the form o f the special election ballot attached thereto as Exhibit B; and WHEREAS, the special election was held on December 17, 2025, and the City Clerk (or, in the absence of the City Clerk, the City Clerk – in either case, the “Clerk”) has duly canvassed the returns of the special election and has filed with the City Council a Certificate of Election Results, dated December 17, 2025, executed by the Clerk, certifying that a completed ballot has been returned to the Clerk for each landowner-voter(s) eligible to cast a ballot in said special election, with all votes cast as “Yes” votes in favor of the ballot measure, and further certifying on said basis that the special mailed- ballot election was closed.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Menifee, California:

Section 1. Recitals. The City Council finds and determines that the foregoing recitals are true and correct.

Reading

and

Introduction

Ordinance

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Annexation

No.

34,

Nautical

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Facility

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2017-1,
Maintenance Services
Item Page Number: 29

Menifee Mayor and City Council
December 17, 2025
Page
324 of 476

Resolution Declaring Election Results Annex 34
2 boundaries of the annexed territory are shown on the map entitled, “Annexation Map No. 34 Community Facilities District No. 2017-1 (Maintenance Services)” a copy of which was recorded, on November 12, 2025, in Book 98 of Maps of Assessment and Community Facilities Districts at Page 6, in the office of the Riverside County Recorder.

Section 7. Effective Date. This Resolution shall take effect immediately upon its adoption.

PASSED, APPROVED AND ADOPTED this 17th day of December 2025

___________________________
Bob Karwin, Mayor Pro Tem
Attest:

___________________________
Stephanie Roseen, City Clerk
Approved as to form:

___________________________
Jeffrey T. Melching, City Attorney

Item Title: 11.2
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

34,

Nautical

Cove,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 30

Menifee Mayor and City Council
December 17, 2025
Page
325 of 476

EXHIBIT A

CITY OF MENIFEE
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) ANNEXATION NO. 34

CERTIFICATE OF ELECTION RESULTS

I, the undersigned, being the City Clerk or the Acting City Clerk, as the case may be, hereby certify:

In connection with the special mailed-ballot election called by the City Council (the “City Council”) of the City of Menifee (the “City”) on this same date in the proceedings of the City Council for the above -entitled community facilities district, I personally received (a) signed and dated waiver and consent form s and (b) signed, dated and marked election ballot s on behalf of the property owners, the entities named as the sole landowners of the lands within the boundary of the above-entitled community facilities district in the Certificate Regarding Registered Voters and Landowners, dated November 7, 2025 and on file in the office of the City Clerk of the City in connection with the City Council actions on that date. Copies of the completed waiver and consent form and the completed ballot received by me and on file in my office are attached hereto.

Based upon the foregoing, all votes that were cast having been cast “Yes”, in favor of the ballot measure, the measure has therefore passed.

Tax Zone
Qualified
Landowner Votes Votes Cast YES NO
34 73.64 74

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 December 17, 2025.

Stephanie Roseen
City Clerk
City of Menifee

By:

(Attach completed copies of Waiver/Consent and Ballot)
Item Title: 11.2
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

34,

Nautical

Cove,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 31

Menifee Mayor and City Council
December 17, 2025
Page
326 of 476

ART TINOCO
REGISTRAR Of VOTERS

MATTHEW CEBALLOS
ASSISTANT REGISTRAR Of VOTERS
2724 GATEWAY DRIVE
RIVERSIDE, CA 92507-0918
MAIN (951) 486-7200
FAX (951) 486-7335
CA RELAY SERVICE (DIAL 711)

VOTEINFO,NET
...

RivCo�VOTE 0
Reglstrat of Voters Your Voice Every Vote Our Future
State of California
ss
County of Riverside )
I, Art Tinoco, Registrar of Voters of said County, hereby certify that:
(A)I have been furnished a map describing the proposed boundary of Community Facilities District No. 2017-1 Annex 34 (Maintenance Services), to
the City of Menifee, of the County of Riverside, State of California. (B) On November 7, 2025, I conducted, or caused to be conducted, a review of the voter registration records of the County of Riverside for the purpose of determining
the number of voters registered to vote within the proposed boundary of Community Facilities District No. 2017-1 Annex 34 (Maintenance Services), to the
City of Menifee, of the County of Riverside.
(C) There are O registered voters residing within the proposed boundary of Community Facilities District No. 2017-1 Annex 34 (Maintenance Services), to the City of Menifee, of the County of Riverside.

IN WITNESS WHEREOF, I have executed this Certificate on this November 7, 2025
Art Tinoco
Registrar of Voter
By:-�--+-+-----
Alice Kim
Chief Deputy Registrar of Voters
Item Title: 11.2
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

34,

Nautical

Cove,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 32

Menifee Mayor and City Council
December 17, 2025
Page
327 of 476

ORDINANCE NO. 25-

AN ORDINANCE OF THE CITY OF MENIFEE, CALIFORNIA, AMENDING ORDINANCE NO. 2017 -231 AND LEVYING SPECIAL TAXES TO BE COLLECTED DURING FISCAL YEAR 2025-26 TO PAY THE ANNUAL COSTS

OF THE MAINTENANCE AND SERVICING OF STREET LIGHTS, PARKS,

PARKWAYS, STREETS, ROADS, AND OPEN SPACE, THE OPERATION AND

MAINTENANCE OF STORM DRAINAGE SYSTEMS, A RESERVE FUND FOR

CAPITAL REPLACEMENT, AND ADMINISTRATIVE EXPENSES WITH
RESPECT TO CITY OF MENIFEE COMMUNITY FACILITIES DISTRICT NO. 2017-1 ANNEXATION NO. 34, FOR MAINTENANCE SERVICES
WHEREAS, pursuant to the Mello-Roos Community Facilities Act of 1982 (the “Act”), on December 6, 2017, the City Council (the “City Council”) of the City of Menifee (the “City”) adopted Resolution No. 17- 658 establishing Community Facilities District No. 2017- 1 (Mai ntenance Services) of the City of Menifee, County of Riverside, State of California (the "CFD No. 2017-1") for the purpose of levying special taxes on parcels of taxable property therein for the purpose of providing certain services (the “Services ”), which are necessary to meet increased demands placed upon the City and are described in Exhibit A attached hereto; and WHEREAS, on December 20, 2017, the City Council adopted Ordinance No. 2017- 231 entitled, “An Ordinance Levying Special Taxes to be Collected During Fiscal Year 2018-19 to Pay the Annual Costs of the Maintenance and Servicing of Street Lights, Parks, Parkways, Streets, Roads, and Open Space, the Operation and Maintenance of Storm Drainage Systems, a Reserve Fund for Capital Replacement, and Administrative Expenses with Respect to City of Menifee Community Facilities District No. 2017 -1 (Maintenance Services) ” (“Ordinance No. 2017 -231”), pursuant to which the City Council levied special taxes with the CFD No. 2017-1; and WHEREAS, on November 5 , 2025 , the City Council adopted Resolution No. 2 5-1654 entitled “A Resolution of the City Council of the City of Menifee Declaring Its Intention to Annex Territory to Community Facilities District No. 2017 -1 (Maintenance Services) of the City of Menifee, Adopting a Map of the Area to be Proposed to be Annexed (Annexation No. 34) and Authorizing the Levy of a Special Taxes Therein” (the “Resolution of Intention”) declaring its intention to annex certain territory to the CFD No. 2017 -1 and to levy special taxes wi thin that territory to provide the Services as described in the Resolution of Intention and setting a special public hearing on the proposed annexation for December 17, 2025; and WHEREAS, notice was published as required by the Act relative to the intention of the City Council to annex certain territory to the CFD No. 2017- 1, to levy special taxes therein to provide the Services, and to set the time and place of said public hearing; and WHEREAS, on December 17, 2025, at the time and place specified in said published notice, the City Council opened and held a public hearing as required by the Act relative to the annexation of territory in to the CFD No. 2017-1, the levy of the special taxes therein, and the provision of Services by the CFD No. 2017-1; and
WHEREAS, at said public hearing all persons desiring to be heard on all matters pertaining to the annexation of territory to the CFD No. 2017-1, the levy of the special taxes therein, and the provision of Services therein were heard, and a full and fair hearing was held; and
Item Title: 11.2
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

34,

Nautical

Cove,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 33

Menifee Mayor and City Council
December 17, 2025
Page
328 of 476

WHEREAS, subsequent to said public hearing, the City Council adopted Resolution No. 25-___ entitled “A Resolution of the City Council of the City of Menifee Calling an Election to Submit to the Qualified Electors the Question of Levying a Special Tax Within the Area Proposed to be Annexed to Community Facilities District No. 2017- 1 (Maintenance Services) (Annexation No. 34)” (the “Resolution Calling the Election”) on December 17, 2025, wherein the City Council submitted the question of levying a special tax in territory proposed to be annexed to the CFD No. 2017-1 at the rate and according to the method of apportionment described therein; and WHEREAS, at said special election on December 17, 2025, the qualified electors of the territory proposed to be annexed to the CFD No. 2017-1 approved said propositions as described in the Resolution Calling the Special Election by more than the two- thirds vote required by the Act; and
WHEREAS, subsequent to said special election, the City Council adopted Resolution No. 25-___ entitled “A Resolution of the City Council of the City of Menifee Declaring the Results of the Special Election Held on December 17, 2025, and Ordering the Annexation of Territory to Community Facilities District No. 2017 -1 (Maintenance Services) (Annexation No. 3 4)” wherein the City Council determined that the territory proposed to be annexed was added to the CFD No. 2017-1 (such territory being referred to herein as “Annexation No. 34”).

NOW, THEREFORE, the City Council of the City of Menifee, California does ordain as follows:

Section 1. Recitals. The foregoing recitals are true and correct.

Section 3. Amendment to Section 2 of Ordinance No. 2017- 231. Section 2 of Ordinance No. 2017-231 is hereby amended by deleting it in its entirety and replacing it with the following:

Reading

and

Introduction

Ordinance

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Annexation

No.

34,

Nautical

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Facility

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2017-1,
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Item Page Number: 34

Menifee Mayor and City Council
December 17, 2025
Page
329 of 476

invalid or unconstitutional, without regard to whether any portion of the ordinance would be subsequently declared invalid or unconstitutional.

Section 5. Effective Date. This ordinance shall take effect thirty (30) days from the date of its adoption.

This Ordinance was introduced and read on the 17th day of December 2025 and APPROVED AND ADOPTED this 21st day of January, 2026.

___________________________
Bob Karwin, Mayor Pro Tem
Attest:

___________________________
Stephanie Roseen, City Clerk
Approved as to form:

___________________________
Jeffrey T. Melching, City Attorney

Item Title: 11.2
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

34,

Nautical

Cove,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 35

Menifee Mayor and City Council
December 17, 2025
Page
330 of 476

EXHIBIT A

(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.

Item Title: 11.2
First

Reading

and

Introduction

Ordinance

for

Annexation

No.

34,

Nautical

Cove,

into

Community

Facility

District

2017-1,
Maintenance Services
Item Page Number: 36

Menifee Mayor and City Council
December 17, 2025
Page
331 of 476

5 REVISED EXHIBIT B
(Amending and Replacing Exhibit B of Ordinance No. 2017-231) COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES) SPECIAL TAX FISCAL YEAR 2025-26

(Effective as of December 17, 2025)

Reading

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Introduction

Ordinance

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Annexation

No.

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2017-1,
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Item Page Number: 37

Menifee Mayor and City Council
December 17, 2025
Page
332 of 476

Ordinance Annex 34

Page 6 of 12 ends

Menifee City CouncilDecember 17, 2025

Menifee City Council
December 17, 2025