Agenda packet — Murrieta City Council, June 18, 2024 (part 2 of 3)

4.2 Department Contact for City . The Department Contact (or other person designated by the City Manager) shall be the primary person on behalf of City responsible for the administration of the Agreement. It shall be Consultant ’s responsibility to assure that the Department Contact is kept informed of both the progress of the performance of the services as well as any decisions which must be made by City.

4.3 Approvals from City. City approvals or actions, pursuant to the authority of this Agreement, are to be made (unless otherwise specified) either by the Contract Manager, City Manager or by their delegate as provided for in writing.

4.4 Independent Co ntractor. Neither City , nor any of its officers, employees or agents, shall have any control over the manner or means by which Consultant , or its officers, employees, agents or subcontractors , perform the services required herein, except as otherwise set forth herein. Consultant shall perform all services required herein as an independent contractor of City and shall remain under only such obligations as are consistent with that role. Consultant shall not at any time or in any manner represent that it, or any of its officers, employees, agents or subcontractors, are officers, employees or agents of City. City shall not in any way or for any purpose become or be deemed to be a partner of Consultant in its business or otherwise or a joint venturer or a member of any joint enterprise with Consultant.

Consultant shall not incur or have the power to incur any debt, obligation or liability whatever against City, or bind City in any manner. Consultant represents and warrants that the personnel used to provide services to City pursuant to this Agreement shall at all times be under Consultant’s exclusive control and direction.

No City employee benefits shall be available to Consultant, its officers, employees, agents or subcontractors, in connection with the performance of this Agreement.

employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a federal or state agency, a court of competent jurisdiction, or the California Public Employees’ Retirement System, to be classified as other than an independent contractor for City, then Consultant shall indemnify, defend, and hold harmless City for the payment of any and all assessed fines, penalties, judgments, employee and/or employer contributions, and any other damages and costs assessed to City as a consequence of, or in any way attributable to, the assertion that Consultant , or any officer, employee, agent, or subcontractor Consultant used to provide services under this Agreement, is/are employees of City.

4.5 Subcontracting or Assignment. The experience, knowledge, capability and reputation of Consultant, its principals and employees were a substantial inducement for City to enter into this Agreement. Therefore, without express written approval of City, Consultant shall not contract with any other City to perform in whole or in part services required hereunder without express written approval of City, and n either this Agreement nor any interest herein may be transferred or assigned. No approved transfer shall release Consultant, or any surety or insured of Consultant, of any liability hereunder without express written consent of City.

ARTICLE 5. INSURANCE AND INDEMNIFICATION

5.1 Insurance Coverages. Prior to commencement of any services under this Agreement, and without limiting Consultant’s indemnification obligation to City, Consultant shall procure and maintain, at its sole cost and expense, in a form and content satisfactory to City, for the duration of the Agreement, primary policies of insurance of the type and amounts set forth in the “Insurance Requirements” attached hereto as Exhibit E and incorporated herein by this reference.

legal costs and attorneys’ fees, incurred by Indemnitee(s) in connection therewith; and, 2) Consultant will promptly pay any judgment rendered against Indemnitee(s) for any such Claims or Liabilities, and will save and hold Indemnitee(s) harmless therefrom.
(b) Further Provisions. The indemnity obligation herein shall be binding on successors, assigns and heirs of Consultant and shall survive termination of this Agreement. Consultant shall incorporate similar indemnity agreements as provided herein with its subcontractors, and if Consultant fails to do so Consultant shall be fully responsible to indemnify City hereunder therefor. Failure of City and/or City Parties (collectively “City” for solely this Section 5. 2(b)) to monitor compliance with any of the indemnification provisions herein shall not be a waiver hereof. The indemnification provisions herein do not apply to claims or liabilities occurring as a result of City’s sole negligence or willful misconduct, but, to the fullest extent permitted by law, shall apply to claims and liabilities resulting in part from City’s negligence, except that design professionals’ indemnity hereunder shall be limited to claims and liabilities arising out of the negligence, recklessness or willful misconduct of the design professional. The indemnification provided herein includes Claims or Liabilities arising from any negligent or wrongful act, error or omission, or reckless or will ful misconduct of Indemnitors in the performance of professional services hereunder. Payment of invoices by City is not a condition precedent to enforcement of the indemnity obligation herein. In the event of any dispute between Consultant and City, as to whether liability arises from the sole negligence or willful misconduct of City, Consultant will be obligated to pay for City’s defense until such time as a final judgment has been entered adjudicating City as solely negligent or responsible for willful misconduct. Consultant will not be entitled in the absence of such a determination to any reimbursement of defense costs including but not limited to attorney’s fees, expert fees and costs of litigation. (c) Pursuant to the full language of California Civil Code §2782, Design Professionals agrees to indemnify, including the cost to defend, City and its officers, officials, employees, and volunteers from and against any and all claims, demands, costs, or liability that arise out of, or pertain to, or relate to the negligence, recklessness, or willful misconduct of Design Professional and its empl oyees or agents in the performance of services under this contract, but this indemnity does not apply to liability for damages arising from the sole negligence, active negligence, or willful acts of the City; and does not apply to any passive negligence of the City unless caused at least in part by the Design Professional. The City agrees that in no event shall the cost to defend charged to the Design Professional exceed that professional’s proportionate percentage of fault. This duty to indemnify shall not be waived or modified by contractual agreement or acts of the parties.

5.3 Professional Liability. When the law establishes a professional standard of care for Consultant’s services, to the fullest extent permitted by law, Consultant shall indemnify, defend and hold harmless Indemnitees against, and will hold and save them and each of them harmless from , whether actual or threatened, any and all Claims and Liabilities, consistent with all obligations provided for in this Section

5.3, to the extent same are caused in whole or in part by any negligent or wrongful 363

act, error or omission, or reckless or willful misconduct of Indemnitors in the performance of professional services under this Agreement.

ARTICLE 6. RECORDS, REPORTS AND RELEASE OF INFORMATION

6.1 Records. Consultant shall keep, and require subcontractors to keep, such ledgers, books of accounts, invoices, vouchers, canceled checks, reports, studies or other documents relating to the disbursements charged to City and services performed hereunder (“books and records ”) as shall be necessary to perform the services required by this Agreement and enable City to evaluate the performance of such services. Any and all such books and records shall be maintained in accordance with generally accepted accounting principles, shall be complete and detailed, and shall be readily accessible. City shall have full and free access to such books and records at all times during normal business hours of City, including the right to inspect, copy, audit and make records and transcripts. Such books and records shall be maintained for a period of three (3) years following completion of the services hereunder. City shall have access to such books and records in the event any audit is required. Consultant shall fully cooperate with City in providing access to any and all Consultant records and documents if a public records request is made and disclosure is required by law including but not limited to the California Public Records Act.

6.2 Ownership of Documents. All drawings, specifications, maps, designs, photographs, studies, surveys, data, notes, computer files, reports, records, documents and other materials (“documents and materials ”) prepared by Consultant, its officers, employees, agents and subcontractors in the performance of this Agreement shall be the property of City and shall be delivered to City upon request of City and/or upon the termination of this Agreement, and Consultant shall have no claim for further employment or additional compensation as a result of the exercise by City of its full rights of ownership, use, reuse, or assignment of the documents and materials hereunder. Consultant may retain copies of such documents and materials for its own use. Consultant shall have the right to use the concepts embodied therein. All subcontractors shall provide for assignment to City of any documents and materials prepared by them, and in the event Consultant fails to secure such assignment, Consultant shall indemnify City for all damages resulting therefrom. Moreover, with respect to any Consultant documents and materials that may qualify as “works made for hire” as defined in 17 U.S.C. § 101, such documents and materials are hereby deemed “works made for hire” for City.

information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered “voluntary” provided Consultant immediately gives City notice of such court order or subpoena. If Consultant, or any officer, employee, agent or subcontractor of Consultant, provides any information or work product in violation of this Agreement, then City shall have the right to reimbursement and indemnity from Consultant for any damages, costs and fees, including attorney’s fees, caused by or incurred as a result of Consultant’s conduct. As concerning, r egarding or related to, in any way, this Agreement and the work performed thereunder: a) Consultant shall immediately notify City should Consultant, its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admiss ions or other discovery request, court order or subpoena from any party; b) City retains the right, but has no obligation, to represent Consultant or be present at any deposition, hearing or similar proceeding; and, c) Consultant agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Consultant , however, this right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response.

ARTICLE 7. ENFORCEMENT OF AGREEMENT AND TERMINATION

7.1 California Law. This Agreement shall be interpreted, construed and governed both as to validity and to performance of the Parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Riverside, State of California, or any other appropriate court in such county, and Consultant agrees to submit to the personal jurisdiction of such court in the event of such action. In the event of litigation in a U.S. District Court, venue shall lie exclusively in the Central District of California, in the County of Riverside, State of California.

7.2 Suspension, or Termination, Prior to Expiration of Term. This Section shall govern any termination of this Agreement except as specifically provided in Section

7.4 for termination for cause. City reserves the right to terminate or suspend this Agreement, or any portion hereof, at any time, for any reason, with or without cause, upon ten (10) days’ notice to Consultant, except that where termination or suspension is due to the fault of Consultant, the period of notice may be such shorter time as determined b y City. Upon receipt of any notice of termination or suspension, Consultant shall immediately cease all services hereunder , unless the notice provides otherwise, or except such as specifically approved by City . Upon submittal of an invoice consistent with Section 2. 2, Consultant shall be entitled to compensation for all services rendered prior to the effective date of the notice of termination or suspension and for any services authorized by City thereafter in accordance with the Schedule of Compensation, or such a s may be approved by City, except as provided in Section 7.5. In eve nt of termination , or suspension, 365

without cause pursuant to this Section, there is no need to provide opportunity to cure pursuant to Section 7.3.

7.3 Default of Consultant and Opportunity to Cure. In the event that Consultant is in default under the terms of this Agreement, City shall not have any obligation or duty to continue compensating Consultant for any work performed after the date of default. Instead, City may give notice to Consultant of the default and the reasons for the default. The notice shall include the timeframe in which Consultant may cure the default. This timeframe is presumptively ten (10) days, but may be extended, or reduced, if circumstances warrant, as determined by City. During the period of time that Consultant is in default, City shall hold all invoices and shall, when the default is cured, proceed with payment on the invoices , without liability for interest. In the alternative, City may, in its sole discretion, elect to pay some or all of the outstanding invoices during the period of default. If Consultant does not cure the default by conclusion of noticed timeframe , City may immediately both terminate this Agreement with notice to Consultant as well as pursue the remedy in Section 7.4, without prejudice to any other rem edy to which City may be entitled at law, in equity or under this Agreement . Any failure on the part of City to give notice of Consultant ’s default shall not be deemed to result in a waiver of City ’s legal rights or any rights arising out of any provision of this Agreement.

7.4 Termination for Default of Consultant. If termination is due to the failure of Consultant to fulfill its obligations under this Agreement, City may, after compliance with the provisions of Section 7.3, take over the work and prosecute the same to completion by contract or otherwise, and Consultant shall be liable to the extent that the total cost for completion of the services required hereunder exceeds the compensation herein stipulated (provided that City shall use reasonable efforts to mitigate such dama ges), and City may withhold any payments to Consultant for the purpose of set-off or partial payment of the amounts owed City therefor.

7.5 Retention of Funds. Consultant hereby authorizes City to deduct from any amount payable to Consultant (whether or not arising out of this Agreement) (i) any amounts the payment of which may be in dispute hereunder or which are necessary to compensate City for any losses, costs, liabilities, or damages suffered by City, and (ii) all amounts for which City may be liable to third parties, by reason of Consultant’s acts or omissions in performing or failing to perform Consultant’s obligation under this Agreement. In the event that any claim is made by a third party, the amount or va lidity of which is disputed by Consultant, or any indebtedness shall exist which shall appear to be the basis for a claim of lien, City may withhold from any payment due, without liability for interest because of such withholding, an amount sufficient to c over such claim. The failure of City to exercise such right to deduct or to withhold shall not, however, affect the obligations of Consultant to insure, indemnify, and protect City as elsewhere provided herein.

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7.6 Waiver. Waiver by any Party to this Agreement of any term, condition, or covenant of this Agreement shall not constitute a waiver of any other term, condition, or covenant. Waiver by any Party of any breach of the provisions of this Agreement shall not constitute a waiver of any other provision or a waiver of any subsequent breach or violation of any provision of this Agreement. Acceptance by City of any work or services by Consultant shall not constitute a waiver of any of the provisions of this Agreement. No delay or omission in the exercise of any right or remedy by a non- defaulting Party on any default shall impair such right or remedy or be construed as a waiver. Any waiver by either Party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement. Consultant acknowledges and agrees that any actual or alleged failure on the part of City to inform Consultant of non- compliance with any requirement of this Agreement imposes no additional obligations on City nor does it waive any rights hereunder. Payment to Consultant for work performed pursuant to this Agreement shall not be deemed to waive any defects in work performed by Consultant.

7.7 Rights and Remedies are Cumulative. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the Parties are cumulative and the exercise by either Party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other Party.

7.8 Legal Action. In addition to any other rights or remedies, either Party may take legal action, in law or in equity, to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement. Notwithstanding any contrary provision herein, Consultant shall file a statutory claim pursuant to Government Code s ections 905 et seq. and 910 et seq., in order to pursue a legal action under this Agreement.

7.9 Attorneys’ Fees. If either Party to this Agreement is required to initiate or defend or made a party to any action or proceeding in any way connected with this Agreement, the prevailing party in such action or proceeding, in addition to any other relief which may be granted, whether legal or equitable, shall be entitled to reasonable attorneys ’ fees. Attorneys’ fees shall include attorneys ’ fees on any appeal, and a Party entitled to attorneys’ fees shall be entitled to all other reasonable costs for investigating such action, consultants ’ fees, taking depositions and discovery and all other necessary costs the court allows which are incurred in such 367

litigation. Such fees and costs shall be enforceable whether or not such action is prosecuted to judgment.

ARTICLE 8. INDIVIDUAL LIABILITY, CONFLICTS AND NON-DISCRIMINATION

8.1 Non-liability of City Officers and Employees. No officer or employee of City shall be personally liable to Consultant, or any successor in interest, in the event of any default or breach by City or for any amount which may become due to Consultant or to its successor, or for breach of any obligation of the terms of this Agreement.

8.2 Conflict of Interest. Consultant covenants that neither it, nor any officer or principal of its firm, has or shall acquire any interest, directly or indirectly, which would conflict in any manner with the interests of City or which would in any way hinder Consultant’s performance of services under this Agreement. Consultant further covenants that in the performance of this Agreement, no person having any such interest shall be employed by it as an officer, employee, agent or subcontractor without the express written consent of City. Consultant agrees to at all times avoid conflicts of interest or the appearance of any conflicts of interest with the interests of City in the performance of this Agreement. City, in its sole discretion, shall determine the existence of a conflict of interest and may terminate this Agreement in the event such a conflict of interest exists upon sending Consultant written notice describing the conflict. No officer or employee of City shall have any financial interest, direct or indirect, in this Agreement nor shall any such officer or employee participate in any decision relating to this Agreement which affects their financial interest or the financial interest of any corporation, partnership or association in which they are, directly or indirectly, interested, in violation of any State statute or regulation. Consultant warrants that it has not paid or given and will not pay or give any third party any money or other consideration for obtaining this Agreement.

8.3 Covenant Against Discrimination. Consultant covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on account of race, color, creed, r eligion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class in the performance of this Agreement. Consultant shall take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to their race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class.

ARTICLE 9. MISCELLANEOUS PROVISIONS

City addressed to City Clerk at City of Murrieta, 1 Town Square, Murrieta California 92562, and in the case of Consultant, to the person(s) at the address designated on the cover page of this Agreement. Either Party may change its address by notifying the other Party of the change of address in writing. Notice shall be deemed communicated at the time personally delivered or in seventy- two (72) hours from the time of mailing if mailed as provided in this Section.

9.2 Interpretation. The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either Party by reason of the authorship of this Agreement , headings used, or any other rule of construction which might otherwise apply.

9.3 Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed an original, and such counterparts shall constitute one and the same instrument.

9.4 Integration; Amendment. This Agreement including the attachments hereto is the entire, complete and exclusive expression of the understanding of the P arties as to the Agreement . It is understood that there are no oral agreements between the Parties hereto affecting this Agreement, and this Agreement supersedes and cancels any and all prior and contemporaneous negotiations, arrangements, agreements and understandings, if any, between the Parties , concerning this Agreement, and none shall be used to interpret this Agreement. No amendment to or modification of this Agreement shall be valid unless made in writing and approved by Consultant and by City.

9.5 Severability. Should a portion of this Agreement be declared invalid or unenforceable by a judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining portions of this Agreement which are hereby declared as severable and shall be interpreted to carry out the intent of the Parties unless the invalid provision is so material that its invalidity deprives either Party of the basic benefit of their bargain or renders this Agreement meaningless.

9.6 No Undue Influence. Consultant declares and warrants that no undue influence or pressure was used against or in concert with any officer or employee of City in connection with the award, terms or implementation of this Agreement, including any method of coercion, confidential financial arrangement, or financial inducement. No officer or employee of City has or will receive compensation, directly or indirectly, from Consultant, or from any officer, employee or agent of Consultant, in connection with the awar d of this Agreement or any work to be conducted as a result of this Agreement. Violation of this Section shall be a material breach of this Agreement entitling City to remedies in Section 7.4 and any and all remedies at law or equity.

(iii) by so executing this Agreement, such Party is formally bound to the provisions of this Agreement, and (iv) entering into this Agreement does not violate any provision of any other agreement to which said Party is bound. This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the Parties.

[SIGNATURES ON FOLLOWING PAGE]
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IN WITNESS WHEREOF, the Parties hereto have executed this Agreement on the date and year first-above written.

CITY:

CITY OF MURRIETA , a California municipal
corporation
By:

Choose an item.

ATTEST: Effective Date:

Cristal McDonald, City Clerk
Date:

APPROVED AS TO FORM:

ALESHIRE & WYNDER, LLP

Tiffany Israel, City Attorney
Date:

CONSULTANT:

Two corporate officer signatures required when Consultant is a corporation, with one signature required from each of the following groups: 1) Chair person of the Board,
President or any Vice President; and 2) Secretary, any
Assistant Secretary, Chief Financial Officer or any
Assistant Treasurer. (Cal. Corp. Code § 313.) Appropriate attestations shall be included as may be required by the bylaws, articles of incorporation or other rules or
regulations applicable to Consultant’s business City.

By:

Name: Click or tap here to enter text.

Title: Click or tap here to enter text.

Date:

By:

Name:Click or tap here to enter text.

Title:Click or tap here to enter text.

Date:
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EXHIBIT "A"

SCOPE OF SERVICES
I. Consultant will perform the following Services:
a. See Exhibit A-1.

II. In addition to any other requirements of this Agreement, during performance of the Services, Consultant will keep the City appraised of the status of performance by delivering the following status reports:

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III. All work product is subject to review and acceptance by the City, and must be revised by the Consultant without additional charge to the City until found satisfactory and accepted by City.

IV. Consultant will utilize the following personnel to accomplish the Services:

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S A N D I E G O • L O S A N G E L E S • O A K L A N D 170 Eucalyptus Ave., Suite 200, Vista, CA 92084  714.541.4585  rsgsolutions.com May 22, 2024 Via Electronic Mail
Javier Carcamo, Finance Director

CITY OF MURRIETA
1 Town Square
Murrieta, CA 92562

PROPOSAL FOR SUCCESSOR AGENCY ADMINISTRATIVE CONSULTING SERVICES Dear Mr. Carcamo:

RSG, Inc. (“RSG”) is pleased to present this proposed scope of work and budget to provide the Successor Agency to the Redevelopment Agency of the City of Murrieta (“Successor Agency”) administrative consulting services for fiscal year 2024-25 and 2025 -26. Our role would be to continue providing technical, management, and administrative services to enable staff to wind down the affairs of the former redevelopment agency, meet ongoing reporting requirements, conduct financial and strategic planning, and provide other services as directed by staff.

RSG worked with the Successor Agency on the bond refinancing and recently completed a multi- year cash balance reconciliation . RSG has also been working with the City’s Housing Authority since 2014. We welcome the opportunity to further assist the Successor Agency.

SCOPE OF SERVICES
The proposed Scope of Services is based upon our experience with the Successor Agency and upcoming tasks that we have identified. RSG is happy to discuss modifications to the scope as needed to satisfy the City’s needs. RSG has identified the following tasks:

Task 1: Budget and Cash Flow Work
RSG will maintain a working cash flow model for the Successor Agency to anticipate any future budget shortfalls. In addition, RSG will compare actual revenues and expenditures to estimated revenues and expenditures and assist the Successor Agency in working to close any budget gaps by employing a variety of methods.

Task 2: Complete Annual ROPS and Prior Period Adjustments The Successor Agency must submit a Recognized Obligation Payment Schedule (“ROPS”) to the Oversight Board and DOF annually. RSG will assist the Successor Agency in co mpleting the 2025-26 and 2026-27 ROPS that will be addressed during the respective 2024-25 and 2025-26 fiscal year. Should an issue arise during the Department of Finance’s review of the ROPS, RSG would assist the Successor Agency in drafting a Meet and Confer request and is available to attend the meeting. The Successor Agency is allowed to amend the ROPS once during the period.

RSG can assist the Successor Agency if this need arises.

Exhibit A- 1
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Javier Carcamo, Finance Director

CITY OF MURRIETA
May 22, 2024

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RSG will also c oordinate with staff to provide the County Auditor -Controller and the DOF the required itemized list of differences between actual payments and past estimated obligations for prior ROPS period (“Prior Period Adjustment”).

Task 3: Help the Successor Agency Navigate New Legislation RSG excels at analyzing legislation and quickly identifying the fiscal and procedural implications for local agencies. With long -term involvement in the League of California Cities, the California Association for Local Economic Development, the California Association of Local Agency Formation Commissions, and the former California Redevelopment Association, RSG has developed expertise in helping our clients navigate complex legislation. RSG staff keeps track of legislative developments and their legal interpretations as they occur, ensuring that staff members understand new legislation and can guide the City of Murrieta through the complicated legal framework of Redevelopment dissolution. We can meet with the Successor Agency to review the ramifications of proposed or enacted changes and explain the immediate and future impacts to the Successor Agency and affected taxing agencies.

Task 4: Attend Meetings as Necessary
RSG will make a staff member available to the Successor Agency should they need assistance at any Successor Agency or Oversight Board meetings.

Task 5: Additional Administrative Services as Needed
RSG will assist the Successor Agency with any additional administrative tasks as they arise.

TIMELINE
RSG will begin this portion of its contract with the Successor Agency July 1, 20 24 and will conclude June 30, 2026, with the option to renew for an additional two (2) years if needed.

PROJECT TEAM
Ms. Tara Matthews will be the principal -in-charge of this engagement. Alex Lawrence , Senior Associate, will be the Project Manager and will be assisted by additional staff as needed.

FEE PROPOSAL
We will provide services on a time -and-materials basis, with a not to excee d amount of $30,000 ($15,000 for each year for the next two fiscal years). RSG does not charge clients for mileage (except direct costs related to field surveys), parking, standard telephone/fax expenses, general postage or incidental copies. However, we do charge for messenger services, overnight shipping/express mail costs and teleconferencing services. We also charge for copies of reports, documents, notices, and support material in excess of five (5) copies. These costs are charged back at the actual expense plus a 10% surcharge.

RSG issues monthly invoices payable upon receipt, unless otherwise agreed upon in advance.

Invoices identify tasks completed to date, hours expended, and the hourly rate. 374
01375.0001/962082.2 145610
EXHIBIT "B"
S

PECIAL REQUIREMENTS
(Superseding Contract Boilerplate)
C
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01375.0001/962082.2 145610
EXHIBIT “C”
S

CHEDULE OF COMPENSATION
I.

City will compensate Consultant for the Services performed upon submission of a valid invoice. Each invoice is to include
A. Line items for all personnel describing the work performed, the number of hours worked, and the hourly rate.

B. Line items for all materials and equipment properly charged to the Services.

C. Line items for all other approved reimbursable expenses claimed, with supporting documentation.

D. Line items for all approved subcontractor labor, supplies, equipment, materials, and travel properly charged to the Services.

II. The total compensation for all Services shall not exceed the Contract Sum as provided in the Cover Page of this Agreement.

III. Consultant’s billing rates for any hourly Services are attached as Exhibit C -1. In connection with the services provided pursuant to the terms of this Agreement, City will pay Consultant upon City’s receipt of a written invoice provided by Consultant no more than monthly. City will pay Consultant for work completed, billed in increments of six minutes (0.1 hours), not to exceed the Contract Sum. The City will reimburse the Consultant for reasonable out -of-pocket expenses related to performing services on behalf of the Client that are approved in advance in writing by the City such as mileage, copies, binding costs, postage, parking, travel, and lodging expenses as part of the not to exceed Contract Sum. To receive reimbursements, the Consultant must provide the City with a receipt and a description of the expense incurred along with the invoice.

No mark up on expenses may be added.
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Javier Carcamo, Finance Director

CITY OF MURRIETA
May 22, 2024

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Hourly Billing Rates & Fee Schedule
Principal / Director $ 275
Senior Associate $ 200
Associate $ 185
Senior Analyst $ 150
Analyst $ 135
Research Assistant $ 125
Technician $ 100
Clerical $ 60
Reimbursable Expenses Cost plus 10%
We appreciate the opportunity to submit our proposal to the City and Successor Agency, and look forward to working with you again. If you have any questions, please do not hesitate to contact me at (714) 316-2111.

Sincerely,
RSG, Inc.

Tara Matthews,
Principal
Exhibit C-1
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01375.0001/962082.2

EXHIBIT "D"

SCHEDULE OF PERFORMANCE

I. Consultant shall perform Services as set forth in Exhibit A.

II. Consultant shall deliver the following tangible work products to the City by the following dates.

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III. The Department Contact may approve extensions for performance of the Services in accordance with Section 3.2.

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01375.0001/962082.2

EXHIBIT E

INSURANCE REQUIREMENTS

Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, or employees.

MINIMUM SCOPE AND LIMIT OF INSURANCE

Coverage shall be at least as broad as:

1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non-owned), with limit no less than $1,000,000 per accident for bodily injury and property damage.

3. Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease. (Not required if consultant provides written verification it has no employees)

4. Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant’s profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate.

5. Cyber: Vendor/Consultant shall procure and maintain for the duration of the contract insurance against claims for security breaches, system failures, injuries to persons, damages to software, or damages to property (including computer equipment) which may arise from or in connection with the performance of the work hereunder by the Vendor, its agents, representatives, or employees. Vendor shall procure and maintain for the duration of the contract insurance claims arising out of their services and including, but not limited to loss, damage, theft or other misuse of data, infringement of intellectual property, invasion of privacy and breach of data.

Cyber Liability Insurance, with limits not less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by Vendor in this agreement and shall include, but not be 379

01375.0001/962082.2
limited to, claims involving security breach, system failure, data recovery, business interruption, cyber extortion, social engineering, infringement of intellectual property, including but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or destruction of electronic information, release of private information, and alteration of electronic information. The policy shall provide coverage for breach response costs, regulatory fines and penalties as well as credit monitoring expenses.

6. Technology Professional Liability Errors & Omissions (Only if vendor is providing a technology service (data storage, website designers, etc.,) or product (software providers)
Technology Professional Liability Errors and Omissions Insurance appropriate to the Consultant’s profession and work hereunder, with limits not less than $2,000,000 per occurrence. Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by the Vendor in this agreement and shall inc lude, but not be limited to, claims involving security breach, system failure, data recovery, business interruption, cyber extortion, social engineering, infringement of intellectual property, including but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or destruction of electronic information, release of private information, and alteration of electronic information. The policy shall provide coverage for breach response costs, regulatory fines and penalties as well as credit monitoring expenses.

a. The Policy shall include, or be endorsed to include, property damage liability coverage for damage to, alteration of, loss of, or destruction of electronic data and/or information “property” of the Agency in the care, custody, or control of the Vendor.

If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.

Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:

Additional Insured Status
The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20 10 11 85 or if not available, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 if a later edition is used).

Primary Coverage
For any claims related to this contract, the Consultant ’s insurance coverage shall be primary and non- contributory and at least as broad as ISO CG 20 01 04 13 as respects the City , its officers, officials, employees, and volunteers. Any insurance or self -insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance 380

01375.0001/962082.2
and shall not contribute with it. This requirement shall also apply to any Excess or Umbrella liability policies.

Umbrella or Excess Policy
The Consultant may use Umbrella or Excess Policies to provide the liability limits as required in this agreement. This form of insurance will be acceptable provided that all of the Primary and Umbrella or Excess Policies shall provide all of the insurance coverages herein required, including, but not limited to, primary and non- contributory, additional insured, Self -Insured Retentions (SIRs), indemnity, and defense requirements. The Umbrella or Excess policies shall be provided on a true “following form” or broader coverage basis, with coverage at least as broad as provided on the underlying Commercial General Liability insurance. No insurance policies maintained by the Additional Insureds, whether primary or excess, and which also apply to a loss covered hereunder, shall be called upon to contribute to a loss until the C onsultant’s primary and excess liability policies are exhausted.

Notice of Cancellation
Each insurance policy required above shall provide that coverage shall not be canceled, except with notice to the City.

Waiver of Subrogation
Consultant hereby grants to City a waiver of any right to subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance.

Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.

Self-Insured Retentions
Self-insured retentions must be declared to and approved by the City . The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self -insured retention may be satisfied by either the named insured or City. The CGL and any policies, including Excess liability policies, may not be subje ct to a self -insured retention (SIR) or deductible that exceeds $25,000 [fill in the amount for your comfort level for the specific Consultant and job – it could be much higher, or in the case of a very small Consultant , you might want it lower] unless approved in writing by City. Any and all deductibles and SIRs shall be the sole responsibility of Consultant or subcontractor who procured such insurance and shall not apply to the Indemnified Additional Insured Parties. City may deduct from any amounts other wise due Consultant to fund the SIR/deductible. Policies shall NOT contain any self -insured retention (SIR) provision that limits the satisfaction of the SIR to the Named. The policy must also provide that Defense costs, including the Allocated Loss Adjustment Expenses, will satisfy the SIR or deductible. City reserves the right to obtain a copy of any policies and endorsements for verification.

Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City. 381

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Claims Made Policies (note – should be applicable only to professional liability, see below) If any of the required policies provide claims-made coverage:

1. The Retroactive Date must be shown, and must be before the date of the contract or the beginning of contract work.

2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.

3. If coverage is canceled or non -renewed, and not replaced with another claims -made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of work.

Verification of Coverage
Consultant shall furnish the City with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause and a copy of the Declarations and Endorsements Pages of the CGL and any Excess policies listing all policy endorsements. All certificates and endorsements and copies of the Declarations & Endorsements pages are to be received and approved by the City before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant ’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.

City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.

Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from subcontractors.

Duration of Coverage
CGL & Excess liability policies for any construction related work, including, but not limited to, maintenance, service, or repair work, shall continue coverage for a minimum of 5 years for Completed Operations liability coverage. Such Insurance must be maintained, and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.

Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.

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EXHIBIT F

FEDERAL REQUIREMENTS
(Only applicable if required on cover page of agreement) 383

S A N D I E G O • L O S A N G E L E S • O A K L A N D 170 Eucalyptus Ave., Suite 200, Vista, CA 92084  714.541.4585  rsgsolutions.com

May 22, 2024 Via Electronic Mail

Javier Carcamo, Finance Director

CITY OF MURRIETA
1 Town Square
Murrieta, CA 92562

PROPOSAL FOR SUCCESSOR AGENCY ADMINISTRATIVE CONSULTING SERVICES

Dear Mr. Carcamo:

SCOPE OF SERVICES

The proposed Scope of Services is based upon our experience with the Successor Agency and upcoming tasks that we have identified. RSG is happy to discuss modifications to the scope as needed to satisfy the City’s needs. RSG has identified the following tasks:

RSG can assist the Successor Agency if this need arises.

384
Javier Carcamo, Finance Director

CITY OF MURRIETA
May 22, 2024

Page 2 ends

Task 4: Attend Meetings as Necessary
RSG will make a staff member available to the Successor Agency should they need assistance at any Successor Agency or Oversight Board meetings.

Task 5: Additional Administrative Services as Needed
RSG will assist the Successor Agency with any additional administrative tasks as they arise.

TIMELINE

RSG will begin this portion of its contract with the Successor Agency July 1, 20 24 and will conclude June 30, 2026, with the option to renew for an additional two (2) years if needed.

PROJECT TEAM

Ms. Tara Matthews will be the principal -in-charge of this engagement. Alex Lawrence , Senior Associate, will be the Project Manager and will be assisted by additional staff as needed.

FEE PROPOSAL

We will provide services on a time -and-materials basis, with a not to excee d amount of $30,000 ($15,000 for each year for the next two fiscal years). RSG does not charge clients for mileage (except direct costs related to field surveys), parking, standard telephone/fax expenses, general postage or incidental copies. However, we do charge for messenger services, overnight shipping/express mail costs and teleconferencing services. We also charge for copies of reports, documents, notices, and support material in excess of five (5) copies. These costs are charged back at the actual expense plus a 10% surcharge.

RSG issues monthly invoices payable upon receipt, unless otherwise agreed upon in advance.

Invoices identify tasks completed to date, hours expended, and the hourly rate.

385
Javier Carcamo, Finance Director

CITY OF MURRIETA
May 22, 2024

Page 3 ends

Hourly Billing Rates & Fee Schedule
Principal / Director $ 275
Senior Associate $ 200
Associate $ 185
Senior Analyst $ 150
Analyst $ 135
Research Assistant $ 125
Technician $ 100
Clerical $ 60

Reimbursable Expenses Cost plus 10%

We appreciate the opportunity to submit our proposal to the City and Successor Agency, and look forward to working with you again. If you have any questions, please do not hesitate to contact me at (714) 316-2111.

Sincerely,
RSG, Inc.

Tara Matthews,
Principal

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CITY OF MURRIETA
City Council Meeting Agenda
Report
6/18/2024
Agenda Item No. 12.

TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: Javier Carcamo, Finance Director
PREPARED BY: Tanner Benson, Accountant
SUBJECT:

Fiscal Year 2024/25 Tax Rates for the Community Facilities Districts

RECOMMENDATION
Adopt the following Resolutions approving the Fiscal Year 2024/25 Tax Rates for the Community Facilities Districts:

Resolution No. 24-4749 entitled: A Resolution of the City Council of the City of Murrieta, California, Determining and Levying the Special Tax in Community Facilities District No. 2000-1 (Greer Ranch) for Fiscal Year 2024/25;
Resolution No. 24-4750 entitled: A Resolution of the City Council of the City of Murrieta, California, Determining and Levying the Special Tax in Community Facilities District No. 2000-2 (The Oaks) for Fiscal Year 2024/25;
Resolution No. 24-4751 entitled: A Resolution of the City Council of the City of Murrieta, California, Determining and Levying the Special Tax in Community Facilities District No. 2001-1 (Bluestone Communities/Murrieta Highlands) for Fiscal Year 2024/25; Resolution No. 24-4752 entitled: A Resolution of the City Council of the City of Murrieta, California, Determining And Levying The Special Tax In Community Facilities District No. 2003-1 (Murrieta Springs) For Fiscal Year 2024/25;
Resolution No. 24-4753 entitled: A Resolution of the City Council of the City of Murrieta, California, Determining and Levying the Special Tax In Community Facilities District No. 2003-2 (Blackmore Ranch) for Fiscal Year 2024/25;
Resolution No. 24-4754 entitled: A Resolution of the City Council of the City of Murrieta, California, Determining and Levying the Special Tax in Community Facilities District No. 2003-3 (Creekside Village) for Fiscal Year 2024/25;
Resolution No. 24-4755 entitled: A Resolution of the City Council of the City of Murrieta, California, Determining and Levying the Special Tax in Community Facilities District No. 2003-4 (Bluestone Communities II/Mapleton) for Fiscal Year 2024/25;
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Resolution No. 24-4756 entitled: A Resolution of the City Council of the City of Murrieta, California, Determining and Levying the Special Tax in Community Facilities District No. 2004-1 (Bremerton) for Fiscal Year 2024/25;
Resolution No. 24-4757 entitled: A Resolution of the City Council of the City of Murrieta, California, Determining and Levying the Special Tax in Community Facilities District No. 2004-2 (Murrieta Fields) for Fiscal Year 2024/25;
Resolution No. 24-4758 entitled: A Resolution of the City Council of the City of Murrieta, California, Determining and Levying the Special Taxes in Community Facilities District No. 2004-3 (Meadowlane/Amberwalk I & II) for Fiscal Year 2024/25;
Resolution No. 24-4759 entitled: A Resolution of the City Council of the City of Murrieta, California, Determining and Levying the Special Tax in Community Facilities District No. 2005-1 (Springbrook) for Fiscal Year 2024/25;
Resolution No. 24-4760 entitled: A Resolution of the City Council of the City of Murrieta, California, Determining and Levying the Special Tax in Community Facilities District No. 2005-5 IA A (Golden City) for Fiscal Year 2024/25; and
Resolution No. 24-4761 entitled: A Resolution of the City Council of the City of Murrieta, California, Determining and Levying the Special Tax in Community Facilities District No. 2005-5 IA B (Golden City) for Fiscal Year 2024/25.

PRIOR ACTION/VOTE
On June 20, 2023, the City Council adopted Resolution Nos. 23-4675 through 23-4687, determining and levying the Fiscal Year 2023/24 tax rates for the Community Facilities Districts. (Vote: 4-0-1)

CITY COUNCIL GOAL
Maintain a high performing organization that values fiscal sustainability, transparency, accountability and organizational efficiency.

BACKGROUND
From 2000 to 2005, the City of Murrieta (City) formed and issued bonds for eleven Community Facilities Districts (CFD) to provide funding for improvements related to the development of residential subdivisions.

Additionally, in Fiscal Year (FY) 2016/17, the City issued bonds for a twelfth district, formed in 2006, that had been dormant for ten years.

In 2012 and 2016, the City completed refunding all outstanding bonds for the eleven districts that previously issued bonds to take advantage of interest rates that were lower than when the districts were formed. On October 2, 2018, on behalf of the CFD, the City issued bonds for CFD 2005-5 Improvement Area B (Golden City) Special Tax Bonds Series 2018, an area contained within the twelfth district, for $11,505,000.

In June 2022, the City took advantage of historic low interest rates to refund five CFDs that were previously refunded (2012 Reassessment District). This refunding reduced the annual levy for the property owners within CITY OF MURRIETA Printed on 6/13/2024Page 2 of 4
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refunded (2012 Reassessment District). This refunding reduced the annual levy for the property owners within the five districts and changed the debt service schedule for one of the districts from annually increasing to a level debt service payment while maintaining the original pay-off dates for each district (2022 Local Agency Revenue Refunding).

Generally, bonds are issued for a period of thirty years, and the annual debt service payments and cost to administer the districts are the responsibility of the owners of property within each CFD. While the City facilitates the formation and administration of the districts, ultimately, the City has no financial responsibility for the repayment of the debt. The actual tax amount levied per property will vary per district and usually depends on the size of the home, the number of homes within the district, and the total cost of the facilities acquired by the bond proceeds.

The City contracts with Willdan Financial Services to administer the districts and determine the tax rates based on the Rate and Method of Apportionment of Special Taxes adopted for each district in its formation proceedings. The tax rate applied on the property tax bill may not exceed the rate approved by the qualified electors in each district and should generate enough revenue to cover debt service payments and administrative costs. As required by the County of Riverside, the City Council adopts resolutions each year to set the tax rates for each district and to approve the levy on the property tax bill.

The table below reflects the total and average levy change per parcel and by district for FY 2024/25.

The total levy for all twelve districts for FY 2024/25 is $9,335,040.15.

FISCAL IMPACT
The special tax revenue and offsetting debt service and administration expenditure budgets for these districts are included in the Fiscal Year 2024/25 Operating Budget.

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ATTACHMENTS

1. Resolution No. 24-4749 (Greer Ranch)

2. Resolution No. 24-4750 (The Oaks)

3. Resolution No. 24-4751 (Bluestone Communities/Murrieta Highlands)

4. Resolution No. 24-4752 (Murrieta Springs)

5. Resolution No. 24-4753 (Blackmore Ranch)

6. Resolution No. 24-4754 (Creekside Village)

7. Resolution No. 24-4755 (Bluestone Communities II/Mapleton)

8. Resolution No. 24-4756 (Bremerton)

9. Resolution No. 24-4757 (Murrieta Fields)

10. Resolution No. 24-4758 (Meadowlane/Amberwalk I & II)

11. Resolution No. 24-4759 (Springbrook)

12. Resolution No. 24-4760 IA A (Golden City)

13. Resolution No. 24-4761 IA B (Golden City)
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RESOLUTION NO. 24-4749

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

MURRIETA, CALIFORNIA, DETERMINING AND LEVYING THE
SPECIAL TAX IN COMMUNITY FACILITIES DISTRICT NO. 2000 -1 (GREER RANCH) FOR FISCAL YEAR 2024/25

WHEREAS, the City Council (“City Council”) of the City of Murrieta (“City”) is the legislative body of Community Facilities District No. 2000 -1 (Greer Ranch) (“District”), which District was established pursuant to the provisions of the Mello -Roos Community Facilities Act of 1982, as amended, being Title 5, Division 2, Part 1, Chapter 2.5 of the Government Code of the State of California (“Act”); and

WHEREAS, on November 30, 1999, the City Council adopted a Resolution of Intention to establish the District, and provide for the special tax; and

WHEREAS, on April 18, 2000, the City Council enacted Ordinance No. 218 -00, in accordance with Section 53340 of the Act authorizing the levy of special taxes on the properties located within the District (“Ordinance”); and

WHEREAS, it is necessary a nd appropriate that the City Council levy and collect the special taxes for Fiscal Year 2024/25 by the adoption of a Resolution as specified by the Act and the Ordinance.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MURRIETA, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:

Section 1. That the preceding recitals are true and correct.

Section 2. That the City hereby determines to levy the special taxes in the District for Fiscal Year 2024/25, to each parcel therein.

Section 3. That the rate for each special tax does not exceed the amount previously authorized by Ordinance and is not in excess of that approved by the qualified electors of the District.

Section 4. That the proceeds of the special taxes shall be used to pay, in whole or in part, the approved costs for the subject fiscal year as provided in the District’s Fiscal Agent Agreement with fiscal agent for the bondholders (the “Fiscal Agent Agreement”):

A. The Administrative costs and other incidental expenses of the District;

B. The interest scheduled for collection on the outstanding bonded indebtedness related to the District;

C. The principal scheduled for collection on the outstanding bonds of the District;

391
D. The sinking payments scheduled for collection on the outstanding bonds of the District;

E. Amounts, if any, needed to replenish the applicable Reserve Account of the Bond Fund to the level of the Reserve Requirement; and

F. Amounts, if any, required to bring the amount on deposit in the Rebate Fund to the required level.

Section 5. That the Auditor -Controller of the County of Riverside (“Auditor - Controller”) is hereby directed to apply the real property statement for each parcel in the District for the current fiscal year listing the special taxes due opposite each parcel of l and affected, in a line item designated “CFD Special Tax,” or any other suitable designation, in accordance with this Resolution.

Section 6. That all special taxes collected will be paid to the fiscal agent for deposit in the applicable Special Tax Fund upon receipt by the City from the Auditor-Controller pursuant to the terms of the Fiscal Agent Agreement.

Section 7. That the Auditor-Controller shall, at the close of the tax collection period, promptly render to the Director a detailed report showing the amounts of the special tax installments, penalties, interest, and fees collected, and from which properties were collected. Any expenses to be paid to the Auditor -Controller for carrying out the forgoing responsibilities shall be in accordance with a contract, if any, entered into between the District and Auditor-Controller, pursuant to Section 29304 of the Government Code of the State of California or as otherwise provided by law.

Section 8. That this R esolution shall take effect immediately upon its passage and adoption.

PASSED, AND ADOPTED this 18th day of June 2024.

__________________________
Lori Stone, Mayor

ATTEST:

____________________________
Cristal McDonald, City Clerk

APPROVED AS TO FORM:

Tiffany Israel, City Attorney
392

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )§

CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, California, do hereby certify under penalty of perjury that the foregoing Resolution No. 24-4749 was duly adopted at a regular meeting of the City Council on the 18th day of June 2024, by the following roll call vote:

AYES:

NOES:

ABSTAIN:

ABSENT

__________________________
Cristal McDonald, City Clerk
393
RESOLUTION NO. 24-4750

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

MURRIETA, CALIFORNIA, DETERMINING AND LEVYING THE
SPECIAL TAX IN COMMUNITY FACILITIES DISTRICT NO. 2000 -2 (THE OAKS) FOR FISCAL YEAR 2024/25

WHEREAS, the City Council (“City Council”) of the City of Murrieta (“City”) is the legislative body of Community Facilities District No. 2000 -2 (The Oaks) Improvement Areas “A” and “B” (“District”), which District was established pursuant to the provisions of the Mello -Roos Community Facilities Act of 1982, as amended, being Title 5, Division 2, Part 1, Chapter 2.5 of the Government Code of the State of California (“Act”); and

WHEREAS, on November 21, 2000, the City Council adopted Resolution No. 00 -803, a Resolution of Formation establishing the District, and providing for the special tax; and

WHEREAS, on July 6, 2004, the City Council enacted Ordinance No. 305-04, revising the existing rate and method of apportionment in the District , annexing additional territory and authorizing the levy and collection of special taxes on the properties within Improvement Area “A” and Improvement Area “B” of the District, in accordance with Sections 53339 -53339.5 and 53340 of the Act (“Ordinance”); and

WHEREAS, it is necessary and appropriate that the City Council levy and collect the special taxes for Fiscal Year 2024/25 by the adoption of a Resolution as specified by the Act and the Ordinance.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MURRIETA, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:

Section 1. That the preceding recitals are true and correct.

Section 2. That the City hereby determines to levy the special taxes in the District for Fiscal Year 2024/25, to each parcel therein.

Section 3. That the rate for each special tax does not exce ed the amount previously authorized by Ordinance and is not in excess of that approved by the qualified electors of the District.

A. The Administrative costs and other incidental expenses of the District;

B. The interest scheduled for collection on the outstanding bonded indebtedness related to the District;

C. The principal scheduled for collection on the outstanding bonds of the District; 394

D. The sinking payments scheduled for collection on the outstanding bonds of the District;

E. Amounts, if any, needed to replenish the applicable Reserve Account of the Bond Fund to the level of the Reserve Requirement; and

F. Amounts, if any, required to bring the amount on deposit in the Rebate Fund to the required level.

Section 5. That the Auditor-Controller of the County of Riverside (“Auditor-Controller”) is hereby directed to apply the real property statement for each parcel in the District for the current fiscal year listing the special taxes due opposite each parcel of land affected, in a line item designated “CFD Special Tax,” or any other suitable designation, in accordance with this Resolution.

Section 6. That all special taxes collected will be paid to the fiscal agent for deposit in the applicable Special Tax Fund upon receipt by the City from the Au ditor-Controller pursuant to the terms of the Fiscal Agent Agreement.

Section 7. That the Auditor -Controller shall, at the close of the tax collection period, promptly render to the Director a detailed report showing the amounts of the special tax installments, penalties, interest, and fees collected, and from which properties were collected. Any expenses to be paid to the Auditor-Controller for carrying out the forgoing responsibilities shall be in accordance with a contract, if any, entered into between the District and Auditor -Controller, pursuant to Section 29304 of the Government Code of the State of California or as otherwise provided by law.

Section 8. That this Resolution shall take effect immediately upon its passage and adoption.

PASSED, APPROVED, AND ADOPTED this 18th day of June, 2024.

_________________________________
Lori Stone, Mayor

ATTEST:

______________________________
Cristal McDonald, City Clerk

APPROVED AS TO FORM:

Tiffany Israel, City Attorney

395

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )§

CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, California, do hereby certify under penalty of perjury that the foregoing Resolution No. 24-4750 was duly adopted at a regular meeting of the City Council on the 18th day of June, 2024, by the following roll call vote:

AYES:

NOES:

ABSTAIN:

ABSENT

______________________________
Cristal McDonald, City Clerk

396
RESOLUTION NO. 24-4751

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

MURRIETA, CALIFORNIA, DETERMINING AND LEVYING THE
SPECIAL TAX IN COMMUNITY FACILITIES DISTRICT NO. 2001 -1 (BLUESTONE COMMUNITIES/MURRIETA HIGHLANDS) FOR FISCAL
YEAR 2024/25

WHEREAS, the City Council (“City Council”) of the City of Murrieta (“City”) is the legislative body of Community Facilities District No. 2001 -1 (Bluestone Communities/Murrieta Highlands Improvement Areas “A” and “B”) (“District”), which District was established pu rsuant to the provisions of the Mello-Roos Community Facilities Act of 1982, as amended, being Title 5, Division 2, Part 1, Chapter 2.5 of the Government Code of the State of California (“Act”); and

WHEREAS, on August 7, 2001, the City Council adopted Res olution No. 01 -906 establishing the District, and providing for the special tax; and

WHEREAS, on August 7, 2007, the City Council enacted Ordinance No. 396 -07, in accordance with Section 53340 of the Act authorizing the levy of special taxes on the prope rties located within the District (“Ordinance”); and

WHEREAS, it is necessary and appropriate that the City Council levy and collect the special taxes for the Fiscal Year 2024/25 by the adoption of a R esolution as specified by the Act and the Ordinance.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MURRIETA, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:

Section 1. That the preceding recitals are true and correct.

Section 2. That the City hereby determines to levy the special taxes in the District for Fiscal Year 2024/25, to each parcel therein.

Section 3. That the rate for each special tax does not exceed the amount previously authorized by Ordinance and is not in excess of that approved by the qualified electors of the District.

Section 4. That the proceeds of the special tax shall be used to pay, in whole or in part, the approved costs for the subject fiscal year as provided in the District’s Fiscal Agent Agreement with fiscal agent for the bondholders (the “Fiscal Agent Agreement”):

A. The Administrative costs and other incidental expenses of the District;

B. The interest scheduled for collection on the outstanding bonded indebtedness related to the District;

C. The principal scheduled for collection on the outstanding bonds of the District;
397

D. The sinking payments scheduled for collection on the outstanding bonds of the District;

E. Amounts, if any, needed to replenish the applicable Reserve Account of the Bond Fund to the level of the Reserve Requirement; and

F. Amounts, if any, required to bring the amount on deposit in the Rebate Fund to the required level.

Section 5. That the Auditor -Controller of the County of Riverside (“Auditor - Controller”) is hereby directed to apply the real property statement for each parcel in the District for the current fiscal year listing the Special Tax due opposite each parcel of land affected, in a line item designated “CFD Special Tax,” or any other suitable designation, in accordance with this resolution.

Section 6. That all Special Taxes collected will be paid to the Fi scal Agent for deposit in the applicable Special Tax Fund upon receipt by the City from the Auditor -Controller pursuant to the terms of the Fiscal Agent Agreement.

Section 7. That the Auditor -Controller shall, at the close of the tax collection period, promptly render to the Director a detailed report showing the amounts of the special tax installments, penalties, interest, and fees collected, and from which properties were collected. Any expenses to be paid to the Auditor-Controller for carrying out the forgoing responsibilities shall be in accordance with a contract, if any, entered into between the District and Auditor-Controller, pursuant to Section 29304 of the Government Code of the State of California or as otherwise provided by law.

Section 8. That this Resolution shall take effect immediately upon its passage and adoption.

PASSED, AND ADOPTED this 18th day of June, 2024.

_____________________________
Lori Stone, Mayor

ATTEST:

____________________________
Cristal McDonald, City Clerk

APPROVED AS TO FORM:

____
Tiffany Israel, City Attorney
398

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )§

CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, California, do hereby certify under penalty of perjury that the foregoing Resolution No. 24-4751 was duly adopted at a regular meeting of the City Council on the 18th day of June, 2024, by the following roll call vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

_____________________________
Cristal McDonald, City Clerk

399
RESOLUTION NO. 24-4752

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

MURRIETA, CALIFORNIA, DETERMINING AND LEVYING THE
SPECIAL TAX IN COMMUNITY FACILITIES DISTRICT NO. 2003 -1 (MURRIETA SPRINGS) FOR FISCAL YEAR 2024/25

WHEREAS, the City Council ( “City Council”) of the City of Murrieta is the legislative body of Community Facilities District No. 2003 -1 (Murrieta Springs) (“District”), which District was established pursuant to the provisions of the Mello-Roos Community Facilities Act of 1982, as amended, being Title 5, Division 2, Part 1, Chapter 2.5 of the Government Code of the State of California (“Act”); and

WHEREAS, on January 21, 2003, the City Council adopted a Resolution of Intention to establish the District, and provide for the special tax; and

WHEREAS, on March 4, 2003 , the City Council enacted Ordinance No. 278-03, in accordance with Section 53340 of the A ct authorizing the levy of special t axes on the properties located within the District (“Ordinance”); and

WHEREAS, it is necessary and appropriate that the City Council levy and collect the special taxes for the Fiscal Year 2024/25 by the adoption of a Resolution as specified by the Act and the Ordinance.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MURRIETA, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:

Section 1. That the preceding recitals are true and correct.

Section 2. That the City hereby determines to levy the special taxes in the District for Fiscal Year 2024/25, to each parcel therein.

Section 3. That the rate for each special t ax does not exceed the amount previously authorized by Ordinance and is not in excess of that approved by the qualified electors of the District.

A. The Administrative costs and other incidental expenses of the District;

B. The interest scheduled for collection on the outstanding bonded indebtedness related to the District;

C. The principal scheduled for collection on the outstanding bonds of the District;

400
D. The sinking payments scheduled for collection on the outstanding bonds of the District;

E. Amounts, if any, needed to replenish the applicable Reserve Account of the Bond Fund to the level of the Reserve Requirement; and

F. Amounts, if any, required to bring the amount on deposit in the Rebate Fund to the required level.

Section 5. That t he Auditor-Controller of the County of Riverside (“Auditor- Controller”) is hereby directed to apply the real property statement for each parcel in the District for the current fiscal year listing the special tax due opposite each parcel of land affected, in a line item designated “CFD Special Tax,” or any other suitable designation, in accordance with this Resolution.

Section 6. That all special taxes collected will be paid to the fiscal agent for deposit in the applicable Special Tax Fund upon receipt by the City from the Auditor -Controller pursuant to the terms of the Fiscal Agent Agreement.

Section 7. That the Auditor-Controller shall, at the close of the tax collection period, promptly render to the Direct or a detailed report showing the amounts of the Special Tax installments, penalties, interest, and fees collected, and from which properties collected. Any expenses to be paid to the Auditor-Controller for carrying out the forgoing responsibilities shall be in accordance with a contract, if any, entered into between the District and Auditor -Controller, pursuant to Section 29304 of the Government Code of the State of California or as otherwise provided by law.

Section 8. That this Resolution shall take effe ct immediately upon its passage and adoption.

PASSED, AND ADOPTED this 18th day of June, 2024.

___________________________
Lori Stone, Mayor

ATTEST:

______________________________
Cristal McDonald, City Clerk

APPROVED AS TO FORM:

Tiffany Israel, City Attorney

401

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )§

CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, California, do hereby certify under penalty of perjury that the foregoing Resolution No. 24-4752 was duly adopted at a regular meeting of the City Council on the 18th day of June, 2024, by the following roll call vote:

AYES:

NOES:

ABSTAIN:

ABSENT

______________________________
Cristal McDonald, City Clerk
402
RESOLUTION NO. 24-4753____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

MURRIETA, CALIFORNIA, DETERMINING AND LEVYING THE
SPECIAL TAX IN COMMUNITY FACILITIES DISTRICT NO. 2003-2 (BLACKMORE RANCH) FOR FISCAL YEAR 2024/25

WHEREAS, the City Council ( “City Council”) of the City of Murrieta is the legislative body of Community Facilities District No. 2003-2 (Blackmore Ranch) (“District”), which District was established pursuant to the provisions of the Mello -Roos Community Facilities Act of 1982, as amended, being Title 5, Division 2, Part 1, Chapter 2.5 of the Government Code of the State of California (“Act”); and

WHEREAS, on April 1, 2003, the City Council adopted a Resolution of Intention to establish the District, and provide for the special tax; and

WHEREAS, on June 17, 2003 , the City Council enacted Ordinance No. 283 -03, in accordance with Section 53340 of the A ct authorizing the levy of special t axes on the properties located within the District (“Ordinance”); and

WHEREAS, it is necessary and appropriate that the City Council levy and collect the special taxes for Fiscal Year 2024/25 by the adoption of a Resolution as specified by the Act and the Ordinance.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MURRIETA, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:

Section 1. That the preceding recitals are true and correct.

Section 2. That the City hereby determines to levy the special taxes in the District for Fiscal Year 2024/25, to each parcel therein.

Section 3. That the rate for each special tax does not exceed the amount previously authorized by Ordinance and is not in excess of that approved by the qualified electors of the District.

A. The Administrative costs and other incidental expenses of the District;

B. The interest scheduled for collection on the outstanding bonded indebtedness related to the District;

403
C. The principal scheduled for collection on the outstanding bonds of the District;

D. The sinking payments scheduled for collection on the outstanding bonds of the District;

E. Amounts, if any, needed to replenish the applicable Reserve Account of the Bond Fund to the level of the Reserve Requirement; and

F. Amounts, if any, required to bring the amount on deposit in the Rebate Fund to the required level.

Section 5. That the Auditor -Controller of the County of Riverside (“Auditor - Controller”) is hereby directed to apply the real property statement for each parcel in the District for the current fiscal year listing the special taxes due opposite each parcel of land affected, in a line item designated “CFD Special Tax,” or any other suitable designation, in accordance with this Resolution.

Section 7. That the Auditor-Controller shall, at the close of the tax collection period, promptly render to the Director a detailed report showing the amounts of the special tax installments, penalties, interest, and fees collected, and from which properties were collected. Any expenses to be paid to the Auditor -Controller for carrying out the forgoing responsibilities shall be in accordance with a contract, if any, entered into between the District and Auditor-Controller, pursuant to Section 29304 of the Government C ode of the State of California or as otherwise provided by law.

Section 8. That this Resolution shall take effect immediately upon its passage and adoption.

PASSED, APPROVED, AND ADOPTED this 18th day of June, 2024.

___________________________
Lori Stone, Mayor

ATTEST:

____________________________
Cristal McDonald, City Clerk

APPROVED AS TO FORM:

____________________________
Tiffany Israel, City Attorney
404

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )§

CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, California, do hereby certify under penalty of perjury that the foregoing Resolution No. 24-4753was duly adopted at a regular meeting of the City Council on the 18th day of June, 2024, by the following roll call vote:

AYES:

NOES:

ABSTAIN:

ABSENT

______________________________
Cristal McDonald, City Clerk

405
RESOLUTION NO. 24-4754

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

MURRIETA, CALIFORNIA, DETERMINING AND LEVYING THE
SPECIAL TAX IN COMMUNITY FACILITIES DISTRICT NO. 2003 -3 (CREEKSIDE VILLAGE) FOR FISCAL YEAR 2024/25

WHEREAS, the City Council ( “City Council”) of the City of Murrieta is the legislative body of Community Facilities District No. 2003 -3 (Creekside Village) Improvement Area No. 1 (“District”), which District was established pursuant to the provisions of the Mello -Roos Community Facilities Act of 1982, as amended, being Title 5, Division 2, Part 1, Chapter 2.5 of the Government Code of the State of California (“Act”); and

WHEREAS, on August 19, 2003, the City Coun cil adopted a Resolution of Intention to establish the District, and provide for the special tax; and

WHEREAS, on March 2, 2004 , the City Council enacted Ordinance No. 298 -04, in accordance with Section 53340 of the A ct authorizing the levy of s pecial taxes on the properties located within the District (“Ordinance”); and

WHEREAS, it is necessary and appropriate that the City Council levy and collect the special taxes for Fiscal Year 2024/25 by the adoption of a Resolution as specified by the Act and the Ordinance.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MURRIETA, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:

Section 1. That the preceding recitals are true and correct.

Section 2. That the City hereby determines to levy the special taxes in the District for Fiscal Year 2024/25, to each parcel therein.

Section 3. That the rate for each special tax does not exceed the amount previously authorized by Ordinance and is not in excess of that approved by the qualified electors of the District.

A. The Administrative costs and other incidental expenses of the District;

B. The interest scheduled for collection on the outstanding bonded indebtedness related to the District;

C. The principal scheduled for collection on the outstanding bonds of the District;
406

D. The sinking payments scheduled for collection on the outstanding bonds of the District;

E. Amounts, if any, needed to replenish the applicable Reserve Account of the Bond Fund to the level of the Reserve Requirement; and

F. Amounts, if any, required to bring the amount on deposit in the Rebate Fund to the required level.

Section 5. That the Auditor -Controller of the County of Riverside (“Auditor - Controller”) is hereby directed to apply the real property statement for each parcel in the District for the current fiscal year listing the special taxes due opposite each parcel of land affected, in a line item designated “CFD Special Tax,” or any other suitable designation, in accordance with this Resolution.

Section 7. That the Auditor-Controller shall, at the close of the tax colle ction period, promptly render to the Director a detailed report showing the amounts of the special tax installments, penalties, interest, and fees collected, and from which properties were collected. Any expenses to be paid to the Auditor -Controller for carrying out the forgoing responsibilities shall be in accordance with a contract, if any, entered into between the District and Auditor-Controller, pursuant to Section 29304 of the Government Code of the State of California or as otherwise provided by law.

Section 8. That this Resolution shall take effect immediately upon its passage and adoption.

PASSED, AND ADOPTED this 18th day of June, 2024.

________________________________
Lori Stone, Mayor

ATTEST:

____________________________
Cristal McDonald, City Clerk

APPROVED AS TO FORM:

Tiffany Israel, City Attorney

407

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )§

CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, California, do hereby certify under penalty of perjury that the foregoing Resolution No. 24-4754 was duly adopted at a regular meeting of the City Council on the 18th day of June, 2024, by the following roll call vote:

AYES:

NOES:

ABSTAIN:

ABSENT

______________________________
Cristal McDonald, City Clerk
408
RESOLUTION NO. 24-4755

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

MURRIETA, CALIFORNIA, DETERMINING AND LEVYING THE
SPECIAL TAX IN COMMUNITY FACILITIES DISTRICT NO. 2003-4 (BLUESTONE COMMUNITIES II/MAPLETON) FOR FISCAL YEAR
2024/25

WHEREAS, the City Council ( “City Council”) of the City of Murrieta is the legislative body of Communit y Facilities District No. 2003 -4 (Bluestone Communities II/Mapleton ) (“District”), which District was established pursuant to the provisions of the Mello -Roos Community Facilities Act of 1982, as amended, being Title 5, Division 2, Part 1, Chapter 2.5 of the Government Code of the State of California (“Act”); and

WHEREAS, on September 16, 2003, the City Council adopted a Resolution of Intention to establish the District, and provide for the special tax; and

WHEREAS, on October 21, 2003, the City Council enacted Ordinance No. 29 0-03, in accordance with Section 53340 of the A ct authorizing the levy of s pecial taxes on the properties located within the District (“Ordinance”); and

WHEREAS, it is necessary and appropriate that the City Council levy and collect the special taxes for Fiscal Year 2024/25 by the adoption of a Resolution as specified by the Act and the Ordinance.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MURRIETA, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:

Section 1. That the preceding recitals are true and correct.

Section 2. That the City hereby determines to levy the special taxes in the District for Fiscal Year 2024/25, to each parcel therein.

Section 3. That the rate for each special tax does not exceed the amount previously authorized by Ordinance and is not in excess of that approved by the qualified electors of the District.

A. The Administrative costs and other incidental expenses of the District;

B. The interest scheduled for collection on the outstanding bonded indebtedness related to the District;

C. The principal scheduled for collection on the outstanding bonds of the District;
409

D. The sinking payments scheduled for collection on the outstanding bonds of the District;

E. Amounts, if any, needed to replenish the applicable Reserve Account of the Bond Fund to the level of the Reserve Requirement; and

F. Amounts, if any, required to bring the amount on deposit in the Rebate Fund to the required level.

Section 5. That the Auditor -Controller of the County of Riverside (“Auditor - Controller”) is hereby directed to apply the real property statement for each parcel in the District for the current fiscal year listing the special taxes due opposite each parcel of land affected, in a line item designated “CFD Special Tax,” or any other suitable designation, in accordance with this Resolution.

Section 7. That the Auditor-Controller shall, at the close of the tax collection period, promptly render to the Director a detailed report showing the amounts of the special tax installments, penalties, interest, and fees collected, and from which properties were collected. Any expenses to be paid to the Auditor -Controller for carrying out the forgo ing responsibilities shall be in accordance with a contract, if any, entered into between the District and Auditor-Controller, pursuant to Section 29304 of the Government Code of the State of California or as otherwise provided by law.

Section 8. That thi s Resolution shall take effect immediately upon its passage and adoption.

PASSED, APPROVED, AND ADOPTED this 18th day of June, 2024.

___________________________
Lori Stone, Mayor

ATTEST:

____________________________
Cristal McDonald, City Clerk

APPROVED AS TO FORM:

Tiffany Israel, City Attorney
410

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )§

CITY OF MURRIETA )

I, Cristal McDonald, City Clerk of the City of Murrieta, California, do hereby certify under penalty of perjury that the foregoing Resolution No. 24-4755 was duly adopted at a regular meeting of the City Council on the 18th day of June, 2024, by the following roll call vote:

AYES:

NOES:

ABSTAIN:

ABSENT

______________________________
Cristal McDonald, City Clerk

411
RESOLUTION NO. 24-4756

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MURRIETA,

CALIFORNIA, DETERMINING AND LEVYING THE SPECIAL TAX IN
COMMUNITY FACILITIES DISTRICT NO. 2004 -1 (BREMERTON) FOR FISCAL YEAR 2024/25

WHEREAS, the City Council (“City Council”) of the City of Murrieta is the legislative body of Community Facilities District No. 2004-1 (Bremerton) (“District”), which District was established pursuant to the provisions of the Mello -Roos Community Facilities Act of 1 982, as amended, being Title 5, Division 2, Part 1, Chapter 2.5 of the Government Code of the State of California ( “Act”); and

WHEREAS, on March 16, 2004, the City Council adopted a resolution of intention to establish the District, and providing for the special tax; and

WHEREAS, on July 20, 2004, the City Council enacted Ordinance No. 308-04, in accordance with Section 53340 of the Act authorizing the levy of special taxes on the properties located within the District (“Ordinance”); and

WHEREAS, it is necessary and appropriate that the City Council levy and collect the special taxes for Fiscal Year 2024/25 by the adoption of a R esolution as specified by the Act and the Ordinance.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MURRIETA, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:

Section 1. That the preceding recitals are true and correct.

Section 2. That the City hereby determines to levy the special taxes in the District for Fiscal Year 2024/25, to each parcel therein.

Section 3. That the rate for each special tax does not exceed the amount previously authorized by Ordinance and is not in excess of that approved by the qualified electors of the District.

A. The Administrative costs and other incidental expenses of the District;

B. The interest scheduled for collection on the outstanding bonded indebtedness related to the District;

C. The principal scheduled for collection on the outstanding bonds of the District;

412
D. The sinking payments scheduled for collection on the outstanding bonds of the District;

E. Amounts, if any, needed to replenish the applicable Reserve Account of the Bond Fund to the level of the Reserve Requirement; and

F. Amounts, if any, required to bring the amount on deposit in the Rebate Fund to the required level.

Section 5. That the Auditor-Controller of the County of Riverside (“Auditor-Controller”) is hereby directed to apply the real property statement for each parcel in the District for the current fiscal year listing the special taxes due opposite each parcel of land affected, in a line item designated “CFD Special Tax,” or any other suitable designation, in accordance with this Resolution.

Section 6. That all special taxes collected will be paid to the fiscal agent for deposit in the applicable Special Tax Fund upon receipt by the City from t he Auditor-Controller pursuant to the terms of the Fiscal Agent Agreement.

Section 7. That the Auditor -Controller shall, at the close of the tax collection period, promptly render to the Director a detailed report showing the amounts of the special tax installments, penalties, interest, and fees collected, and from which properties were collected. Any expenses to be paid to the Auditor -Controller for carrying out the forgoing responsibilities shall be in accordance with a contract, if any, entered into between the District and Auditor-Controller, pursuant to Section 29304 of the Government Code of the State of California or as otherwise provided by law.

Section 8. That this Resolution shall take effect immediately upon its passage and adoption.

PASSED, AND ADOPTED this 18th day of June, 2024.

___________________________
Lori Stone, Mayor

ATTEST:

____________________________
Cristal McDonald, City Clerk

APPROVED AS TO FORM:

____________________________
Tiffany Israel, City Attorney

413

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )§

CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, California, do hereby certify under penalty of perjury that the foregoing Resolution No. 24-4756 was duly adopted at a regul ar meeting of the City Council on the 18th day of June, 2024, by the following roll call vote:

AYES:

NOES:

ABSTAIN:

ABSENT

______________________________
Cristal McDonald, City Clerk

414
RESOLUTION NO. 24-4757

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

MURRIETA, CALIFORNIA, DETERMINING AND LEVYING THE
SPECIAL TAX IN COMMUNITY FACILITIES DISTRICT NO. 2004 -2 (MURRIETA FIELDS) FOR FISCAL YEAR 2024/25

WHEREAS, the City Council ( “City Council”) of the City of Murrieta is the legislative body of Community Facilities District No. 2004-2 (Murrieta Fields) (“District”), which District was established pursuant to th e provisions of the Mello -Roos Community Facilities Act of 1982, as amended, being Title 5, Division 2, Part 1, Chapter 2.5 of the Government Code of the State of California (“Act”); and

WHEREAS, on December 7, 2004, the City Council adopted a Resolution of Intention to establish the District, and provide for the special tax; and

WHEREAS, on January 18, 2005 , the City Council enacted Ordinance No. 320 -05, in accordance with Section 53340 of the Act authorizing the levy of special taxes on the propert ies located within the District (“Ordinance”); and

WHEREAS, it is necessary and appropriate that the City Council levy and collect the special taxes for Fiscal Year 2024/25 by the adoption of a R esolution as specified by the Act and the Ordinance.

NOW, THER EFORE, THE CITY COUNCIL OF THE CITY OF MURRIETA, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:

Section 1. That the preceding recitals are true and correct.

Section 2. That the City hereby determines to levy the special taxes in the District for Fiscal Year 2024/25, to each parcel therein.

Section 3. That the rate for each special tax does not exceed the amount previously authorized by Ordinance and is not in excess of that approved by the qualified electors of the District.

A. The Administrative costs and other incidental expenses of the District;

B. The interest scheduled for collection on the outstanding bonded indebtedness related to the District;

C. The principal scheduled for collection on the outstanding bonds of the District;

415

D. The sinking payments scheduled for collection on the outstanding bonds of the District;

E. Amounts, if any, needed to replenish the applicable Reserve Account of the Bond Fund to the level of the Reserve Requirement; and

F. Amounts, if any, required to bring the amount on deposit in the Rebate Fund to the required level.

Section 5. That the Auditor -Controller of the County of Riverside (“Auditor - Controller”) is hereby directed to apply the real property statement for each parcel in the District for the current fiscal year list ing the special taxes due opposite each parcel of land affected, in a line item designated “CFD Special Tax,” or any other suitable designation, in accordance with this Resolution.

Section 6. That all special taxes collected will be paid to the fiscal age nt for deposit in the applicable Special Tax Fund upon receipt by the City from the Auditor -Controller pursuant to the terms of the Fiscal Agent Agreement.

Section 7. That the Auditor -Controller shall, at the close of the tax collection period, promptly render to the Director a detailed report showing the amounts of the special tax installments, penalties, interest, and fees collected, and from which properties were collected. Any expenses to be paid to the Auditor-Controller for carrying out the forgoing responsibilities shall be in accordance with a contract, if any, entered into between the District and Auditor-Controller, pursuant to Section 29304 of the Government Code of the State of California or as otherwise provided by law.

Section 8. That this R esolution shall take effect immediately upon its passage and adoption.

PASSED, APPROVED, AND ADOPTED this 18th day of June, 2024.

___________________________
Lori Stone, Mayor

ATTEST:

_____________________________
Cristal McDonald, City Clerk

APPROVED AS TO FORM:

Tiffany Israel, City Attorney

416

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )§

CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, California, do hereby certify under penalty of perjury that the foregoing Resolution No. 24-4757 was duly adopted at a regular meeting of the City Council on the 18th day of June, 2024, by the following roll call vote:

AYES:

NOES:

ABSTAIN:

ABSENT

______________________________
Cristal McDonald, City Clerk
417
RESOLUTION NO. 24-4758

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

MURRIETA, CALIFORNIA, DETERMINING AND LEVYING THE
SPECIAL TAXES IN COMMUNITY FACILITIES DISTRICT NO. 2004 -3 (MEADOWLANE/AMBERWALK I & II) FOR FISCAL YEAR 2024/25

WHEREAS, the City Council (“City Council”) of the City of Murrieta (“City”) is the legislative body of Community Facilities District No. 2004 -3 (Meadowlane/Amberwalk I & II) (“District”), which District was established pursuant to the provisions of the Mello -Roos Community Facilities Act of 1982, as amended, being Title 5, Division 2, Part 1, Chapter 2.5 of the Government Code of the State of California (“Act”); and

WHEREAS, on February 1, 2005, the City Council adopted a Resolution of Intention to establish the District, and provide for the special tax; and

WHEREAS, on March 15, 2005, the City Council enacted Ordinance No. 323 -05, in accordance with Section 53340 of the Act authorizing the levy of special taxes on the properties located within the District (“Ordinance”); and

WHEREAS, it is necessary and appropriate that the City Council levy and co llect the special taxes for Fiscal Year 2024/25 by the adoption of a Resolution as specified by the Act and the Ordinance.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MURRIETA, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:

Section 1. That the preceding recitals are true and correct.

Section 2. That the City hereby determines to levy the special taxes in the District for Fiscal Year 2024/25, to each parcel therein.

Section 3. That the rate for each special tax does not exceed the amount previously authorized by Ordinance and is not in excess of that approved by the qualified electors of the District.

A. The Administrative costs and other incidental expenses of the District;

B. The interest scheduled for collection on the outstanding bonded indebtedness related to the District;

C. The principal scheduled for collection on the outstanding bonds of the District;
418

D. The sinking payments scheduled for collection on the outstanding bonds of the District;

E. Amounts, if any, needed to replenish the applicable Reserve Account of the Bond Fund to the level of the Reserve Requirement; and

F. Amounts, if any, required to bring the amount on deposit in the Rebate Fund to the required level.

Section 5. That the Auditor -Controller of the County of Riverside (“Auditor/Controller”) is hereby directed to apply the real property statement for each parcel in the District for the current fiscal year listing the special Taxes due opposite each parcel of land affected, in a line item designated “CFD Special Tax,” or any other suitable designation, in accordance with this Resolution.

Section 8. That this Resolution shall take effect immediately u pon its passage and adoption.

PASSED, AND ADOPTED this 18th day of June, 2024.

___________________________
Lori Stone, Mayor

ATTEST:

____________________________
Cristal McDonald, City Clerk

APPROVED AS TO FORM:

____
Tiffany Israel, City Attorney

419

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )§

CITY OF MURRIETA )
I, Cristal McDonald, City Clerk of the City of Murrieta, California, do hereby certify under penalty of perjury that the foregoing Resolution No. 24-4758 was duly adopted at a regular meeting of the City Council on the 18th day of June, 2024, by the following roll call vote:

AYES:

NOES:

ABSTAIN:

ABSENT

______________________________
Cristal McDonald, City Clerk
420
RESOLUTION NO. 24-4759

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

MURRIETA, CALIFORNIA, DETERMINING AND LEVYING THE
SPECIAL TAX IN COMMUNITY FACILITIES DISTRICT NO. 2005 -1 (SPRINGBROOK) FOR FISCAL YEAR 2024/25

WHEREAS, the City Council ( “City Council”) of the City of Murrieta is the legislative body of Community Facilities Distric t No. 2005 -1 (Springbrook) ( “District”), which District was established pursuant to the provisions of the Mello -Roos Community Facilities Act of 1982, as amended, being Title 5, Division 2, Part 1, Chapter 2.5 of the Government Code of the State of California (“Act”); and

WHEREAS, on March 1, 2005, the City Council adopted a Resolution of Intention to establish the District, and provide for the special tax; and

WHEREAS, on April 5, 2005 , the City Council enacted Ordinance No. 325 -05, in accordance with Section 53340 of the Act authorizing the levy of special taxes on the propert ies located within the District (“Ordinance”); and