Report to City Council
ID: 25-0349 Page 1
TO: Mayor and City Council Acting in its Capacity as
President and Members of the Board of Directors of
the Moreno Valley Community Services District (CSD)
FROM: Dena Heald, Chief Financial Officer/City Treasurer
AGENDA DATE: August 19, 2025
TITLE: ANNEXATION OF CERTAIN PARCELS INTO CFD NO.
2021-01 (PARKS MAINTENANCE) (REPORT OF:
FINANCIAL AND MANAGEMENT SERVICES)
(DISTRICT: ALL DISTRICTS)
TITLE SUMMARY: Pursuant to Landowner Petitions, Annex Certain Parcels into Community Facilities District No. 2021 -01 (Parks
Maintenance) (Reso No. 2025-___)
DISTRICT: All Districts
Recommendation(s)
That the CSD:
1. Adopt Resolution No. CSD 2025 -___, a Resolution of Board for the Moreno Valley Community Services District of the City of Moreno Valley, California, ordering the annexation of territory to Moreno Valley Community Services District Community Facilities No. 2021 -01 (Parks Maintenance) and approving the amended maps fo r said District, for the Specific properties as listed in the Discussion section of this report and as previously approved by the Landowner and certified by the City's Election Official (Amendment Nos. 255, 260, 262, 265, 267, 268, 270-274).
SUMMARY
Adoption of this resolution (Attachment 1) will certify the annexation of 13 parcels into Community Facilities District (CFD) No. 2021 -01 (Parks Maintenance) (“District”). This
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action impacts only the property owners identified below, not the general cit izens or taxpayers of the City.
DISCUSSION
As a condition of approval for development projects, the property owners are required to provide an ongoing funding source for maintenance of certain public facilities (e.g., parks).
The funding mitigates the cost of the impacts created by the proposed development.
On June 1, 2021, the CSD Board formed CFD No. 2021 -01, pursuant to the Mello-Roos Community Facilities Act of 1982. The District was created to provide the development community with an alterna tive funding tool to mitigate the impacts of their proposed development. If a property owner elects to annex the parcels of their development into the District, they also authorize the CSD annually levy a special tax, collected on the annual property tax bill, against property in the development project. Thus, satisfying the condition of approval.
On December 21, 2021, the CSD Board adopted Ordinance No. 56, which designated the entire territory of the City as a future annexation area for the District. With the future annexation area designated, annexations can occur without an additional public hea ring as long as the annexing landowner provides unanimous consent. Once annexed, parcels are subject to the annual special tax to fund the service they are receiving.
An applicant has two options to satisfy the condition(s) of approval:
1. The property o wner submits a Landowner Petition unanimously approving annexation of the property into the District. Approval of the petition and special tax rate allows the City to annually levy the special tax on the property tax bill of the property. This option is only available if there are fewer than 12 registered voters living within the proposed annexation area; or
2. The applicant funds an endowment in an amount sufficient to yield an annual revenue stream that meets the annual obligation and provides for the ongo ing operation and maintenance of parks facilities.
Property Owner(s)
Project
ACP Record No(s).
Amendment
No(s). APN(s) Location
Naomi Casiano
Accessory Dwelling Unit (ADU)
SCP25-0013/BFR23-0066
255 484-151-029 14417 Sylvester Ct.
Ricardo Vargas
Accessory Dwelling Unit (ADU)
SCP25-0072/BFR24-0236
260 487-380-013 26385 Bodega Ct.
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Shoukeir Family Trust DTD 02/21/14,
Joseph Shoukeir, and Lisa Shoukier
Accessory Dwelling Unit (ADU)
SCP25-0081/BFR24-0124
262 482-151-002 13407 Moreno Way
Antonio Dacaldacal and Baberly Dacaldacal
Accessory Dwelling Unit (ADU)
SCP24-0070/BFR23-0112
265 482-453-009 14325 Homestead Dr.
Sergio Omar Gutierrez-Aguirre
Custom Home
SCP25-0054/PEN24-0086/BFR24-0202
267 478-060-011 28475 Bay Ave.
Wei & Zhou Living Trust 3/16/2023,
Junhua Wei, and Siyuan Zhou
Accessory Dwelling Unit (ADU)
SCP25-0081/BFR24-0195
268 482-511-006 14698 Joshua Tree Ave.
Pablo D. Ortega and Rufina Ortega
Custom Home
SCP25-0105/PEN24-0122/BFR25-0028
270 474-120-010 11704 Perris Blvd.
Highpointe MV I, LLC
TR 38443, 135 Single-Family Units
SCP25-0102/PEN22-0130
271
488-190-005
488-190-027
488-190-028
South side of Cottonwood
Ave. and East of Nason St.
Leopoldo Ibarra Llamas and
Zitlali Mercado Blazquez
Accessory Dwelling Unit (ADU)
SCP25-0090/BFR25-0056
272 485-181-024 24465 Electra Ct.
Andres M. Garcia and Yolanda Rebeca Garcia
Accessory Dwelling Unit (ADU)
SCP25-0095/BFR24-0017
273 296-161-019 23214 Bay Ave.
Lalita Devi Prasad, Jagdishwar Prasad,
Jogeshwar Arvesh Prasad,
and Ranjeshni Prasad
Accessory Dwelling Unit (ADU)
SCP25-0079/BFR24-0018
274 485-121-002 24618 La Barca Way
The Property Owners listed above elected to annex their property into CFD No. 2021-01 and have the special tax applied to the ir annual property tax bill. The office of the Riverside County Registrar of Voters confirmed the number of registered voters residing at each property, allowing a special election of the landowner. Adoption of the resolution (Attachment 1) amends the District and adds the property to the tax rate area identified in the Fiscal Impact section of this report. The resolution also directs the recordation of the boundary maps (included within the resolution) and ame nded notice of special tax liens for the amendments. The Election Official confirmed the Property Owners unanimously approved the annexation of their property into the District (Attachment 2).
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ALTERNATIVES
1. Adopt the resolution. Staff recommends this alternative since it will annex the properties into CFD No. 2021 -01 at the request of the Property Owners and satisfy the condition of approval for the proposed developments.
2. Do not adopt the resolution. Staff does not recommend this alternative because it is contrary to the request of the Property Owners, will not satisfy the condition of approval, and may delay development of the projects.
3. Do not adopt the resolution but rather continue the item to a f uture regular scheduled City Council meeting. Staff does not recommend this alternative as it will delay the Property Owners from satisfying the condition of approval and may delay development of the projects.
FISCAL IMPACT
Revenue received from the spec ial tax is restricted and can only be used to fund the services for each tax rate area within the District. The special tax can only be applied to a property tax bill of a parcel wherein the qualified electors (i.e., landowners or registered voters, depend ing upon the number of registered voters) have previously provided approval. If the projected revenue from the maximum special tax exceeds what is necessary to fund the services within the tax rate area, a lower amount will be applied to the property tax bill for all of the properties within the affected tax rate area. The maximum special tax rates are detailed below.
Property Owner(s)
Project
ACP Record No(s).
Amendment
No(s).
Property
Type
FY 2025/26
Maximum
Special Tax Rate
Naomi Casiano
Accessory Dwelling Unit (ADU)
SCP25-0013/BFR23-0066
255 Single-Family $369.57/unit
Ricardo Vargas
Accessory Dwelling Unit (ADU)
SCP25-0072/BFR24-0236
260 Single-Family $369.57/unit
Shoukeir Family Trust DTD 02/21/14,
Joseph Shoukeir, and Lisa Shoukier
Accessory Dwelling Unit (ADU)
SCP25-0081/BFR24-0124
262 Single-Family $369.57/unit
Antonio Dacaldacal and Baberly Dacaldacal
Accessory Dwelling Unit (ADU)
SCP24-0070/BFR23-0112
265 Single-Family $369.57/unit
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Property Owner(s)
Project
ACP Record No(s).
Amendment
No(s).
Property
Type
FY 2025/26
Maximum
Special Tax Rate
Sergio Omar Gutierrez-Aguirre
Custom Home
SCP25-0054/PEN24-0086/BFR24-0202
267 Single-Family $369.57/unit
Wei & Zhou Living Trust 3/16/2023,
Junhua Wei, Siyuan Zhou
Accessory Dwelling Unit (ADU)
SCP25-0081/BFR24-0195
268 Single-Family $369.57/unit
Pablo D. Ortega, Rufina Ortega
Custom Home
SCP25-0105/PEN24-0122/BFR25-0028
270 Single-Family $369.57/unit
Highpointe MV I, LLC
TR 38443, 135 Single-Family Units
SCP25-0102/PEN22-0130
271 Single-Family $369.57/unit
Leopoldo Ibarra Llamas and
Zitlali Mercado Blazquez
Accessory Dwelling Unit (ADU)
SCP25-0090/BFR25-0056
272 Single-Family $369.57/unit
Andres M. Garcia and Yolanda Rebeca Garcia
Accessory Dwelling Unit (ADU)
SCP25-0095/BFR24-0017
273 Single-Family $369.57/unit
Lalita Devi Prasad, Jagdishwar Prasad,
Jogeshwar Arvesh Prasad,
and Ranjeshni Prasad
Accessory Dwelling Unit (ADU)
SCP25-0079/BFR24-0018
274 Single-Family $369.57/unit
The maximum special tax rate is subject to an annual inflation adjustment based on the change in the Consumer Price Index (CPI) or five percent (5%), whichever is greater.
However, the annual adjustment cannot be applied unless the CSD Board annually authorizes such adjustment. The increase to the maximum special tax rate cannot exceed the annual inflationary adjustment without a two -thirds approval of the qualified electors within the affected tax rate area.
NOTIFICATION
The Landowner Petitions were provided to the Property Owners on July 7, 17, 23, 31, and August 1, 2025.
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PREPARATION OF STAFF REPORT
Prepared By: Department Head Approval:
Kaitlyn Choma Dena Heald
Management Assistant Chief Financial Officer/City Treasurer
Concurred By: Concurred By:
Isa Rojas Jeremy Bubnick
Interim Special Districts Manager Parks and Community Services Director
CITY COUNCIL GOALS
Community Image, Neighborhood Pride and Cleanliness: Promote a sense of community pride and foster an excellent image about our City by developing and executing programs which will result in quality de velopment, enhanced neighborhood preservation efforts, including home rehabilitation and neighborhood restoration.
Revenue Diversification and Preservation: Develop a variety of City revenue sources and policies to create a stable revenue base and fiscal policies to support essential City services, regardless of economic climate.
CITY COUNCIL STRATEGIC PRIORITIES
1. Economic Development
2. Public Safety
3. Library
4. Infrastructure
5. Beautification, Community Engagement, and Quality of Life
6. Youth Programs
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Report Approval Details
Document Title: STAFFREPORT_FMS_SD_ANNEXATIONS INTO CFD 2021- 01_08.19.25.docx
Attachments: - RESOLUTION ORDERING ANNEXATIONS_08.19.25.docx - CERTIFICATES OF ELECTION OFFICIAL_08.19.25.docx
Final Approval
Date:
Aug 12, 2025
This report and all of its attachments were approved and signed as outlined below:
No Signature found
Isa Rojas
No Signature found
Felicia London, MPA
No Signature found
Jeremy Bubnick
Natalia Lopez
Dena Heald
No Signature - Task assigned to Launa Jimenez was completed by assistant Angel Galache
Launa Jimenez
Brian Mohan
Patty Rodriguez