Loading...
HomeMy WebLinkAbout2011-05-24 City Council Item No. 13CITY OF LADE 0, LSIfiORX -r` DREAM EXTREME- REPORT TO CITY COUNCIL TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL FROM: ROBERT A. BRADY CITY MANAGER DATE: MAY 24, 2011 SUBJECT: PUBLIC HEARING- RESOLUTION DETERMINING THE VALIDITY OF PRIOR PROCEEDINGS RELATING TO ANNEXATION OF PROPERTY INTO CITY OF LAKE ELSINORE COMMUNITY FACILITIES DISTRICT NO. 2007-1 (LAW ENFORCEMENT, FIRE AND PARAMEDIC SERVICES); CALL A SPECIAL ELECTION; CANVAS ELECTION RESULTS; AUTHORIZING LEVY OF SPECIAL TAXES FOR CFD 2007- 1 ANNEXATION AREA NO. 2 (POTTERY COURT) Background On June 26, 2007, the City Council approved Resolution 2007-113 establishing Community Facilities District No. 2007-1 (Law Enforcement, Fire, and Paramedic Services). The district levies a special tax for public safety costs above what already exist in the district. The City requires parcels that are developed with more than four residential dwelling units to be annexed into this services district. On April 12, 2011, the City Council adopted Resolution 2011-022 declaring the City Council's intention to annex the Pottery Court development into CFD No. 2007-1 and to authorize the levy of a special tax within the district to help finance a portion of the law enforcement, fire and paramedic services associated with new multi-family residential development. Discussion A maximum special tax will be levied in the amount of $450.29 per single family dwelling unit and $225.14 per multi-family unit for fiscal year 2011-12. The amount of the maximum special tax increases two percent annually. The Pottery Court development will add 113 multi-family dwelling units to the existing district boundary and generate about $25,440 annually once all the units are built. The map of the proposed annexation boundary is included in the attached CFD Report. AGENDA ITEM NO. 13 Page 1 Resolution Approving the Annexation of Territory May 24, 2011 Page 2 Fiscal Impact The cost of law enforcement, fire and paramedic services is approximately $1,100 per single family dwelling unit. For each new single family residential unit, approximately $650 will be generated from property tax and other revenues dedicated to law enforcement fire and paramedic services. Therefore, property tax and other revenues are not sufficient to fund the cost of law enforcement, fire and paramedic services and therefore the CFD No. 2007-1 special tax levy will assist the funding of the increased law enforcement, fire and paramedic services where the property tax and other revenue is deficient. Recommendations 1. Open the Public Hearing and take testimony 2. Waive further reading and adopt Resolution No. 2011-031 determining the validity of prior proceedings relating to Annexation of property into the City of Lake Elsinore Community Facilities District No. 2007-1 (Law Enforcement, Fire and Paramedic Services) 3. Waive further reading and adopt Resolution No. 2011-032 acting on behalf of the City of Lake Elsinore Community Facilities District No. 2007-1 (Law Enforcement, Fire and Paramedic Services) calling a special election 4. Direct the City Clerk to conduct the election and announce the results. 5. Waive further reading and adopt Resolution No. 2011-033 acting on behalf of the City of Lake Elsinore Community Facilities District No. 2007-1 (Law Enforcement, Fire and Paramedic Services) canvassing of the results of the election held within Annexation Area No. 2 (Pottery Court) annexed to said district 6. Waive further reading and introduce Ordinance No. 1290 acting as the legislative body of the City of Lake Elsinore Community Facilities District No. 2007-1 (Law Enforcement, Fire and Paramedic Services) authorizing the levy of special tax within Annexation Area No. 2 (Pottery Court) annexed to said district Prepared by: James R. Director of Approved by: Robert A. City Mana Services Page 2 RESOLUTION NO. 2011-031 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, DETERMINING THE VALIDITY OF PRIOR PROCEEDINGS RELATING TO ANNEXATION OF PROPERTY INTO CITY OF LAKE ELSINORE COMMUNITY FACILITIES DISTRICT NO. 2007- 1 (LAW ENFORCEMENT, FIRE AND PARAMEDIC SERVICES) WHEREAS, a copy of Resolution No. 2011-022, incorporating a description and map of the proposed boundaries of Annexation Area No. 2 (Pottery Court) ("Annexation Area No. 2") and setting forth the rate and method of apportionment and manner of collection of the special tax to be levied within Annexation Area No. 2, which will be used to finance a portion of the cost of providing law enforcement, fire and paramedic services that are in addition to those provided in the territory within Annexation Area No. 2 prior to the annexation of Annexation Area No. 2 to the District and do not supplant services already available within the territory of proposed to be included in Annexation Area No. 2, is on file with the City Clerk and incorporated herein by reference; and WHEREAS, Resolution No. 2011-022 set May 24, 2011 as the date of the public hearing on the annexation of Annexation Area No. 2 to the District and this Council held the said public hearing as required by law; and WHEREAS, at said hearing all persons not exempt from the special tax desiring to be heard on all matters pertaining to the annexation of Annexation Area No. 2 to the District were heard and a full and fair hearing was held; and WHEREAS, at said hearing evidence was presented to the Council on said matters before it, and this Council at the conclusion of said hearing is fully advised in the premises. NOW, THEREFORE, the City Council of the City of Lake Elsinore, California, acting as the legislative body of City of Lake Elsinore Community Facilities District No. 2007-1 (Law Enforcement, Fire and Paramedic Services), does hereby resolve as follows: SECTION 1. Pursuant to Section 53325.1(b) of the Government Code, the Council finds and determines that the proceedings prior hereto were valid and in conformity with the requirements of the Act. SECTION 2. Annexation Area No. 2 is hereby annexed into the District. SECTION 3. The description and map of the boundaries of Annexation Area No. 2 on file in the City Clerk's office and as described in said Resolution No. 2011-022 and incorporated herein by reference, shall be the boundaries of Annexation 1 Page 3 Area No. 2. The map of the proposed boundaries of Annexation Area No. 2 has been recorded in the Office of the County Recorder of Riverside County, California in Book 75, Page 18 of the Book of Maps of Assessments and Community Facilities Districts (Instrument Number 2011-0187366). SECTION 4. Except where funds are otherwise available, there shall be levied annually in accordance with procedures contained in the Act, a special tax sufficient to finance a portion of the cost of providing law enforcement, fire and paramedic services that are in addition to those provided in the territory within Annexation Area No. 2 prior to the annexation thereof to the District and do not supplant services already available within the territory proposed to be included in Annexation Area No. 2 and other costs, including but not limited to all costs of the tax levy. The rate and method of apportionment of the special tax and manner of collection is described in detail in Exhibit "A" attached hereto and incorporated herein by this reference. The special tax shall be utilized to pay for authorized services and administrative expenses and to fund and replenish any reserve fund established for Annexation Area No. 2. SECTION 5. Upon recordation of a notice of special tax lien pursuant to Section 3114.5 of the Streets and Highways Code, a continuing lien to secure each levy of the special tax shall attach to all nonexempt real property in Annexation Area No. 2, and this lien shall continue in force and effect until the special tax obligation is prepaid or otherwise permanently satisfied and the lien canceled in accordance with law or until collection of the tax by the City ceases. SECTION 6. The Council finds that the proposed public services are necessary to meet the increased demand put upon the City as a result of the development within Annexation Area No. 2. SECTION 7. The Council finds that there is not an ad valorem property tax currently being levied on property within Annexation Area No. 2 for the exclusive purpose of financing law enforcement, fire and paramedic services. SECTION 8. Written protests against annexation of Annexation Area No. 2, or against the furnishing of specified services or facilities or the levying of a specified special tax within Annexation Area No. 2, have not been filed by fifty percent (50%) or more of the registered voters or property owners of one-half (1/2) or more of the area of land within Annexation Area No. 2. SECTION 9. The Office of the City Manager, 130 South Main Street, Lake Elsinore, California 92530, (951) 674-3124, or its designee, is designated to be responsible for preparing annually a current roll of special tax levy obligations by assessor's parcel number and for estimating future special tax levies pursuant to Section 53340.1 of the Government Code. SECTION 10. The City Clerk is directed to certify and attest to this resolution and to take any and all necessary acts to call, hold, canvass and certify an 2 Page 4 election or elections on the levy of the special tax, and the establishment of the appropriation limit. SECTION 11. This resolution shall take effect from and after the date of its passage and adoption. PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council of the City of Lake Elsinore, California, this 24th day of May, 2011. AMY BHUTTA MAYOR ATTEST: VIRGINIA BLLOM CITY CLERK APPROVED AS TO FORM: BARBARA ZEID LEIBOLD CITY ATTORNEY 3 Page 5 EXHIBIT A RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX Page 6 EXHIBIT A CITY OF LAKE ELSINORE COMMUNITY FACILITIES DISTRICT NO. 2007-1 (LAW ENFORCEMENT, FIRE AND PARAMEDIC SERVICES) RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX Introduction Special taxes shall be annually levied on all Developed Residential Property and Developed Multi-Family Property (as hereinafter defined) in the City of Lake Elsinore Community Facilities District No. 2007-1 (Law Enforcement, Fire and Paramedic Services) (the "District"), in accordance with the rate and method of apportionment of special taxes hereinafter set forth. All of the property within the District that is not Developed Residential or Developed Multi-Family Residential Property shall be exempt from the Maximum Annual Special Taxes of the District. Definitions Assessor's Parcel. A parcel of land in the District designated and assigned a discrete identifying number on a map of the County Assessor of the County of Riverside. City. City of Lake Elsinore, California. Developed Multi-Family Property. Assessor's Parcels in the District for which a building permit has been issued by the City on or prior to March 1 preceding the Fiscal Year for the construction of a Unit that is located or shall be located within a building in which each individual Units has or shall have at least one common wall with another Unit. Developed Residential Property. All other Assessor's Parcels in the District for which a building permit has been issued by the City on or prior to March 1 preceding any Fiscal Year for the construction of a Unit that is not Developed Multi-family Property. Fiscal Year. The period beginning on July 1 and ending on the following June 30. Maximum Annual Special Taxes. The maximum annual special taxes levied within the District for any Fiscal Year. Unit. Each separate residential dwelling unit, which comprises an independent facility capable of conveyance or use separate from adjacent dwelling units. Page 7 Rate and Method of Apportionment of Maximum Annual Special Taxes As of July 1 of each Fiscal Year, commencing July 1, 2007, the City shall determine which of the Assessor's Parcels within the District constitute Developed Residential Property or Developed Multi-Family Property. Beginning in Fiscal Year 2007-08, and all subsequent Fiscal Years, the City shall levy the Maximum Annual Special Taxes on each Assessor's Parcel of Developed Residential Property in the amount of $416 and on each Assessor's Parcel of Developed Multi-Family Property in the amount of $208 per Unit. The amount of Maximum Annual Special Taxes shall be increased annually by 2%, commencing in Fiscal Year 2008-09, and each Fiscal Year thereafter. Duration of the Maximum Annual Special Taxes The Maximum Annual Special Taxes shall be levied in perpetuity so long as Law Enforcement, Fire and Paramedic Services are being provided within the District. The Maximum Annual Special Taxes levied in each Fiscal Year shall be collected in the same manner as ordinary ad valorem property taxes are collected and shall be subject to the same penalties and the same procedure, sale, and lien priority in case of delinquency as is provided for ad valorem taxes. The Maximum Annual Special taxes when levied shall be secured by the lien imposed pursuant to Section 3115.5 of the Streets and Highways Code. This lien shall be a continuing lien and shall secure each levy of Maximum Annual Special Taxes. The lien of Maximum Annual Special Taxes shall continue in force and effect until the Special Tax ceases to be levied in the manner provided by Section 53330.5 of the Government Code. Page 8 RESOLUTION NO. 2011-032 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, ACTING ON BEHALF OF CITY OF LAKE ELSINORE COMMUNITY FACILITIES DISTRICT NO. 2007-1 (LAW ENFORCEMENT, FIRE AND PARAMEDIC SERVICES) CALLING A SPECIAL ELECTION WHEREAS, the City Council (the "Council") of the City of Lake Elsinore, California (the "City"), has heretofore adopted Resolution No. 2011-022 stating its intention to annex certain property (Annexation Area No. 2 (Pottery Court) ("Annexation Area No. 2")) into City of Lake Elsinore Community Facilities District No. 2007-1 (Law Enforcement, Fire and Paramedic Services) (the "District") pursuant to the Mello-Roos Community Facilities Act of 1982, as amended, (the "Act'); and WHEREAS, a copy of Resolution No. 2011-022, incorporating a description and map of the proposed boundaries of Annexation Area No. 2 and setting forth the rate and method of apportionment and manner of collection of the special tax to be levied within Annexation Area No. 2, which will be used to finance a portion of the cost of providing law enforcement, fire and paramedic services that are in addition to those provided in the territory within Annexation Area No. 2 prior to the annexation of Annexation Area No. 2 into the District and do not supplant services already available within the territory proposed to be included in Annexation Area No. 2, is on file with the City Clerk and incorporated herein by reference; and WHEREAS, on May 24, 2011, this Council held a noticed hearing as required by law relative to the proposed annexation of Annexation Area No. 2 into the District; and WHEREAS, at said hearing all persons not exempt from the special tax desiring to be heard on all matters pertaining to the annexation of Annexation Area No. 2 into the District were heard and a full and fair hearing was held; and WHEREAS, at said hearing evidence was presented to this Council on said matters before it, and this Council at the conclusion of said hearing was and is fully advised in the premises; and WHEREAS, this Council adopted its Resolution No. 2011-031 determining the validity of prior proceedings relating to such annexation; and WHEREAS, the proposed special tax to be levied upon property within Annexation Area No. 2 to finance the above referenced public services has not been precluded by protest of the owners of one-half (1/2) or more of the area of land within Annexation Area No. 2, and 1 Page 9 WHEREAS, this Council wishes to present to the qualified electors of Annexation Area No. 2 a proposition to levy special taxes on property within each Annexation Area No. 2. NOW, THEREFORE, the City Council of the City of Lake Elsinore, California, acting as the legislative body of City of Lake Elsinore Community Facilities District No. 2007-1 Law Enforcement, Fire and Paramedic Services), does hereby resolve as follows: SECTION 1. Pursuant to Government Code Section 53353.5, the Council hereby submits to the qualified electors of Annexation Area No. 2 a proposition (the "Annexation Area No. 2 (Pottery Court) Proposition") to levy special taxes on property within Annexation Area No. 2 in accordance with the rate and method specified in Resolution No. 2011-022 of the Council. The Annexation Area No. 2 (Pottery Court) Proposition is attached as Exhibit "A." SECTION 2. A special election is hereby called for Annexation Area No. 2 on the Annexation Area No. 2 (Pottery Court) Proposition set forth in Section 1 above. SECTION 3. The City Clerk shall hand deliver the ballot to the appropriate landowner immediately upon the adoption of this resolution. SECTION 4. The date of the special election for Annexation Area No. 2 on the proposition shall be on the 24th day of May, 2011. The voter ballot shall be returned to the City Clerk at 130 South Main Street, Lake Elsinore, California 92530, no later than 7:00 p.m. on May 24, 2011. SECTION 5. The Council finds and determines that there were less than twelve (12) registered voters residing within the territory of Annexation Area No. 2 at the time of the protest hearing and ninety (90) days prior thereto, and that there is only one landowner in Annexation Area No. 2. The requirements of Section 53326 of the Government Code having been waived by the respective landowner, the ballot for the special election shall be personally delivered to the respective landowner within Annexation Area No. 2. SECTION 6. Each Annexation Area shall constitute a single election precinct for the purpose of holding said election. SECTION 7. The Council hereby directs that the election be conducted by the City Clerk of the City of Lake Elsinore, as the elections official. SECTION 8. This resolution shall take effect from and after the date of its passage and adoption. 2 Page 10 PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council of the City of Lake Elsinore, California, this 24th day of May, 2011. AMY BHUTTA MAYOR ATTEST: VIRGINIA BLOOM CITY CLERK APPROVED AS TO FORM: BARBARA ZEID LEIBOLD CITY ATTORNEY 3 Page 11 OFFICIAL BALLOT CITY OF LAKE ELSINORE COMMUNITY FACILITIES DISTRICT NO. 2007-1 (LAW ENFORCEMENT, FIRE AND PARAMEDIC SERVICES) ANNEXATION AREA NO.2 (POTTERY COURT) SPECIAL TAX ELECTION MAY 24, 2011 To vote, mark a cross in the voting square after the word "YES" or after the word "NO." All marks otherwise made are forbidden. This ballot is provided to Pottery Court Housing Associates, L.P., as owner or authorized representative of such sole owner of land within Annexation Area No. 2 (Pottery Court) of City of Lake Elsinore Community Facilities District No. 2007-1 (Law Enforcement, Fire and Paramedic Services) and represents 100% of the vote. If you wrongly mark, tear, or deface this ballot, return it to the City Clerk of the City of Lake Elsinore at 130 South Main Street, Lake Elsinore, California 92530. PROPOSITION Shall City of Lake Elsinore Community Facilities District No. 2007-1 (Law Enforcement, Fire and Paramedic Services) be authorized to levy special taxes thereof pursuant to the rate and method of apportionment of special taxes (the "Special Tax Formula") set forth in Resolution No. 2011-022 to finance the authorized services and administrative expenses and to fund and replenish a reserve fund, if any, all as provided for in the Special Tax Formula? YES NO EXHIBIT "A" Page 12 RESOLUTION NO. 2011-033 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, ACTING ON BEHALF OF CITY OF LAKE ELSINORE COMMUNITY FACILITIES DISTRICT NO. 2007-1 (LAW ENFORCEMENT, FIRE AND PARAMEDIC SERVICES) CANVASSING THE RESULTS OF THE ELECTION HELD WITHIN ANNEXATION AREA NO. 2 (RED KITE) ANNEXED TO SAID DISTRICT WHEREAS, the City Council of the City of Lake Elsinore, California (the "Council") has previously conducted proceedings pertaining to the annexation of certain property (Annexation Area No. 2 (Pottery Court) ("Annexation Area No. 2")) into the City of Lake Elsinore Community Facilities District No. 2007-1 (Law Enforcement, Fire and Paramedic Services) (the "District'), the rate and method of apportionment of a special tax to finance a portion of the cost of providing certain public services, and the calling of an election in regard to the foregoing; and WHEREAS, on May 24, 2011, an election was held within Annexation Area No. 2 regarding the rate and method of apportionment of the proposed special tax; and WHEREAS, at such election the proposal for the rate and method of apportionment and manner of collection of the special tax for Annexation Area No. 2 was approved by the qualified electors of Annexation Area No. 2, respectively. NOW, THEREFORE, the City Council of the City of Lake Elsinore, California, acting as the legislative body of City of Lake Elsinore Community Facilities District No. 2007-1 (Law Enforcement, Fire and Paramedic Services), does hereby resolve as follows: SECTION 1. It is hereby determined that the election conducted within Annexation Area No. 2 was duly and validly conducted. SECTION 2. The Council, acting as the legislative body of the District, is authorized to levy the special tax on behalf of the District, as specified in Resolution No. 2011-031 adopted by the City Council on May 24, 2011. SECTION 3. This resolution shall take effect from and after the date of its passage and adoption. Page 13 PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council of the City of Lake Elsinore, California, this 24th day of May 24, 2011. AMY BHUTTA MAYOR ATTEST: VIRGINIA BLOOM CITY CLERK APPROVED AS TO FORM: BARBARA ZEID LEIBOLD CITY ATTORNEY 2 Page 14 STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE )ss. CITY OF LAKE ELSINORE ) I, VIRGINIA BLOOM, City Clerk of the City of Lake Elsinore, California, hereby certify that Resolution No. was adopted by the City Council of the City of Lake Elsinore, California, at a regular meeting held on the 24th day of May, 2011, and that the same was adopted by the following vote: AYES: NOES: ABSENT: ABSTAIN: VIRGINIA BLOOM CITY CLERK Page 15 ORDINANCE NO. 2011-1290 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, ACTING AS THE LEGISLATIVE BODY OF CITY OF LAKE ELSINORE COMMUNITY FACILITIES DISTRICT NO. 2007-1 (LAW ENFORCEMENT, FIRE AND PARAMEDIC SERVICES) AUTHORIZING THE LEVY OF A SPECIAL TAX WITHIN ANNEXATION AREA NO. 2 (POTTERY COURT) ANNEXED TO SAID DISTRICT WHEREAS, on April 12, 2011, the City Council (the "Council") of the City of Lake Elsinore, California (the "City") adopted Resolution No. 2011-022 stating its intention to annex certain property (Annexation Area No. 2 (Pottery Court) ("Annexation Area No. 2")) into City of Lake Elsinore Community Facilities District No. 2007-1 (Law Enforcement, Fire and Paramedic Services) (the "District") pursuant to the Mello-Roos Community Facilities Act of 1982, as amended, (the "Act'); and WHEREAS, notice was published as required by law relative to the intention of the Council to annex Annexation Area No. 2 into the District; and WHEREAS, on May 24, 2011 this Council held a noticed public hearing as required by law relative to the determination to proceed with the annexation of Annexation Area No. 2 into the District and the rate and method of apportionment and manner of collection of the special tax to be levied within Annexation Area No. 2 to finance certain public services; and WHEREAS, at said hearing all persons desiring to be heard on all matters pertaining to the annexation of Annexation Area No. 2 were heard and a full and fair hearing was held; and WHEREAS, the Council subsequent to said hearing adopted Resolution No. 2011-031 determining the validity of prior proceedings relative to the annexation of Annexation Area No. 2, annexed Annexation Area No. 2 into the District and authorized the levy of a special tax within Annexation Area No. 2; and WHEREAS, the Council subsequent to said hearing adopted Resolution No. 2011-032 which called an election within Annexation Area No. 2 for May 24, 2011 on the proposition of levying a special tax; and WHEREAS, on May 24, 2011 an election was held within each Annexation Area No. 2 in which the eligible electors approved by more than two-thirds vote the proposition of levying a special tax. 1 Page 16 NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, ACTING AS THE LEGISLATIVE BODY OF CITY OF LAKE ELSINORE COMMUNITY FACILITIES DISTRICT NO. 2007-1 (LAW ENFORCEMENT, FIRE AND PARAMEDIC SERVICES), DOES HEREBY ORDAIN AS FOLLOWS: SECTION 1. A special tax is levied within the boundaries of Annexation Area No. 2 pursuant to the formula set forth in Exhibit "A" attached hereto and incorporated by reference in an amount necessary to finance a portion of the cost of providing law enforcement, fire and paramedic services that are in addition to those provided in the territory within Annexation Area No. 2 prior to the annexation of Annexation Area No. 2 into the District, periodic costs, and costs of the tax levy and collection. SECTION 2. This legislative body is hereby further authorized each year, by resolution adopted as provided in Section 53340 of the Act, to determine the specific special tax rate and amount to be levied for the next fiscal year, except that the special tax rate to be levied shall not exceed the maximum rate set forth in Exhibit "A." SECTION 3. All of the collections of the special tax shall be used as provided for in the Act and Resolution No. 2011-031 of the Council. SECTION 4. The above authorized special tax shall be collected in the same manner as ordinary ad valorem taxes are collected and shall be subject to the same penalties and the same procedure and sale in cases of delinquency and provided for ad valorem taxes. SECTION 5. The Mayor shall sign this ordinance and the City Clerk shall attest to such signature. The City Clerk is directed to cause the title and summary or text of the this ordinance, together with the vote thereon, to be published within fifteen (15) days after its passage at least once in a newspaper of general circulation published and circulated within the territorial jurisdiction of the City, and to post at the main office of the City a certified copy of the full text of the adopted ordinance along with the names of the Council Members voting for and against the ordinance. SECTION 6. If any provision, clause, sentence or paragraph of this ordinance or the application thereof to any person or circumstance shall be held invalid, such invalidity shall not affect the other provisions of this ordinance and are hereby declared to be severable. 2 Page 17 SECTION 7. This ordinance relating to the levy of the special tax takes effect and shall be in force from and after thirty (30) days after the date of its final passage. A copy of this ordinance shall be transmitted to the Clerk of the Board of Supervisors of Riverside County, the Assessor and the Treasurer-Tax Collector of Riverside County. The City Clerk shall certify as to adoption of this ordinance and cause this ordinance to be published and posted in the manner required by law. APPROVED AND INTRODUCED at a regular meeting of the City Council of the City of Lake Elsinore, California, on this 24th day of May, 2011. AMY BHUTTA MAYOR ATTEST: VIRGINIA BLOOM CITY CLERK APPROVED AS TO FORM: BARBARA ZEID LEIBOLD CITY ATTORNEY 3 Page 18 STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE )ss. CITY OF LAKE ELSINORE ) I, VIRGINIA BLOOM, City Clerk of the City of Lake Elsinore, California, hereby certify that the foregoing Ordinance No. 2011-1290 was introduced at a regular meeting of the City Council of the City of Lake Elsinore on the 24th day of May, 2011, and was finally passed at a regular meeting of the City Council of the City of Lake Elsinore held on the day of 2011, by the following roll call vote: AYES: NOES: ABSENT: ABSTAIN: VIRGINIA BLOOM CITY CLERK 4 Page 19 EXHIBIT A RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX Page 20 EXHIBIT A CITY OF LAKE ELSINORE COMMUNITY FACILITIES DISTRICT NO. 2007-1 (LAW ENFORCEMENT, FIRE AND PARAMEDIC SERVICES) RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX Introduction Special taxes shall be annually levied on all Developed Residential Property and Developed Multi-Family Property (as hereinafter defined) in the City of Lake Elsinore Community Facilities District No. 2007-1 (Law Enforcement, Fire and Paramedic Services) (the "District"), in accordance with the rate and method of apportionment of special taxes hereinafter set forth. All of the property within the District that is not Developed Residential or Developed Multi-Family Residential Property shall be exempt from the Maximum Annual Special Taxes of the District. Definitions Assessor's Parcel. A parcel of land in the District designated and assigned a discrete identifying number on a map of the County Assessor of the County of Riverside. City. City of Lake Elsinore, California. Developed Multi-Family Property. Assessor's Parcels in the District for which a building permit has been issued by the City on or prior to March 1 preceding the Fiscal Year for the construction of a Unit that is located or shall be located within a building in which each individual Units has or shall have at least one common wall with another Unit. Developed Residential Property. All other Assessor's Parcels in the District for which a building permit has been issued by the City on or prior to March 1 preceding any Fiscal Year for the construction of a Unit that is not Developed Multi-family Property. Fiscal Year. The period beginning on July 1 and ending on the following June 30. Maximum Annual Special Taxes. The maximum annual special taxes levied within the District for any Fiscal Year. Unit. Each separate residential dwelling unit, which comprises an independent facility capable of conveyance or use separate from adjacent dwelling units. Page 21 Rate and Method of Apportionment of Maximum Annual Special Taxes As of July 1 of each Fiscal Year, commencing July 1, 2007, the City shall determine which of the Assessor's Parcels within the District constitute Developed Residential Property or Developed Multi-Family Property. Beginning in Fiscal Year 2007-08, and all subsequent Fiscal Years, the City shall levy the Maximum Annual Special Taxes on each Assessor's Parcel of Developed Residential Property in the amount of $416 and on each Assessors Parcel of Developed Multi-Family Property in the amount of $208 per Unit. The amount of Maximum Annual Special Taxes shall be increased annually by 2%, commencing in Fiscal Year 2008-09, and each Fiscal Year thereafter. Duration of the Maximum Annual Special Taxes The Maximum Annual Special Taxes shall be levied in perpetuity so long as Law Enforcement, Fire and Paramedic Services are being provided within the District. The Maximum Annual Special Taxes levied in each Fiscal Year shall be collected in the same manner as ordinary ad valorem property taxes are collected and shall be subject to the same penalties and the same procedure, sale, and lien priority in case of delinquency as is provided for ad valorem taxes. The Maximum Annual Special taxes when levied shall be secured by the lien imposed pursuant to Section 3115.5 of the Streets and Highways Code. This lien shall be a continuing lien and shall secure each levy of Maximum Annual Special Taxes. The lien of Maximum Annual Special Taxes shall continue in force and effect until the Special Tax ceases to be levied in the manner provided by Section 53330.5 of the Government Code. Page 22 Page 23 Annexation No. 2 to the City of Lake Elsinore CFD No. 2007-1 (Law Enforcement, Fire and Paramedic Services) COMMUNITY FACILITIES DISTRICT REPORT Page i Table of Contents Introduction Part I Description of District, Boundary Map Part II Description of Services Pg. ii Pg. I Pg. 2 Part III Cost Estimate... Pg. 3 Exhibit A - Rate and Method of Apportionment Exhibit B - Proposed Boundary Map Exhibit C - Property Owner List N:\LA. Ekinore\FY I0-ll\CFD 20074\PH\CFD 200]-1 Annex 2 Repon.doc Page 24 Annexation No. 2 to the City of Lake Elsinore CFD No. 2007-I (Law Enforcement, Fire and Paramedic Services) Page ii COMMUNITY FACILITIES DISTRICT REPORT Introduction The City of Lake Elsinore desires to establish Annexation No. 2 to Community Facilities District No. 2007-1 (the "District") for the purpose of funding the ongoing operation and maintenance of law enforcement, fire and paramedic services. The City of Lake Elsinore has ordered the preparation of a report describing the proposed facilities and services to be financed by the District if it is formed. The proceedings will be conducted in accordance with the provisions of the "Mello-Roos Community Facilities Act of 1982," being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code of the State of California (the "Act-). The report is to be prepared by, or under the direction of, the City Manager and other such officers responsible for providing the facilities and services to be financed by the proposed District. The report is to be prepared in accordance with Section 53321.5 of the Act and shall include: a. A description of the public capital facilities and/or services, by type, which will be required to adequately meet the needs of the District. b. An estimate of the fair and reasonable cost of the construction and/or acquisition of the proposed facilities, including the cost of acquisition of lands, rights-of-way and easements, and any physical facilities required in conjunction therewith, and incidental expenses in connection with said acquisition, including the costs of proposed bond financing and all other related costs as provided in Section 53345.3 of the Act. I, Dennis A. Anderson, authorized representative of Francisco & Associates, Inc., on behalf of the responsible officer(s) directed to prepare the report for said District, hereby submit the following report consisting of three (3) parts. Part I A description of the proposed District and a diagram of the proposed boundaries. Part II A description of the proposed services. Part III A cost estimate of the proposed services. Dennis A. Anderson Principal Francisco & Associates, Inc. N:\Lake Elsinore\FY 10-11\CFD 2007-1\PH\CFD 2007-1 Annex 2 Repomdoc Page 25 Annexation No. 2 to the City of Lake Elsinore CFD No. 2007-I (law Enforcement, Fire and Paramedic Services) Page I COMMUNITY FACILITIES DISTRICT REPORT PARTI Description of District, Boundary Map The proposed boundaries of Annexation No. 2 to the City of Lake Elsinore Community Facilities District No. 2007-1 (Law Enforcement, Fire and Paramedic Services) are as depicted on the Boundary Map, on file in the office of the City Clerk. A reduced copy is provided in Exhibit "B". The Assessor's parcels, shown below, define the District boundary. The description of each lot or parcel within the District is part of the records of the Assessor of the County of Riverside and these records are, by reference, made part of this Report. List of Assessor's Parcel Numbers (see Exhibit "C") N:\Lake El m,6FV 10-1I\CFD 2007-1\PH\CFD 2007-1 Mn. 2 Report doc Page 26 Annexation No. 2 to the City of Lake Elsinore CFD No. 2007-1 (Law Enforcement, Fire and Paramedic Services) Page 2 COMMUNITY FACILITIES DISTRICT REPORT PART II Description of Services The cost of the Services shall include incidental expenses, including the costs associated with forming the District, determination of the amount of the Special Tax, collection of the Special Tax, costs incurred in order to carry out the authorized purposes of the District and any other expenses incidental to the completion and inspection of the authorized work. Services The services are the operation and maintenance of law enforcement, fire and paramedic services. Operation means the administration and performance of duties required of law enforcement, fire and paramedic personnel. Maintenance means the furnishing of services and materials for the ordinary and usual maintenance and operation of law enforcement, fire and paramedic facilities and equipment. N:U.ake ENi..TY 10-1 MCFD 2007-I TH\CFD 2007-1 Annex 2 Rq.o .doc Page 27 Annexation No. 2 to the City of Lake Elsinore CFD No. 2007-1 (Law Enforcement, Fire and Paramedic Services) Page 3 COMMUNITY FACILITIES DISTRICT REPORT PART III Cost Estimate A cost estimate of the fair and reasonable cost of the proposed services and incidental expenses in connection with said services, including the cost of proposed financing and all other related costs is shown below: The costs to provide law enforcement, fire and paramedic services are estimated at $1,100 per single- family residence per year and $550 per multi-family residence per year. FY 2011-12 Estimated Annual Cost Police, Fire and Paramedic Services $61,770 FY 2011-12 Estimated Revenue Estimated Existing Property Tax and Other $36,330 CFD No. 2007-1 Special Tax $25,440 $61,770 Note: Estimate assumes building permits will be issued for all residential units prior to June 30, 2011 N:\Lge Elsinore\FY I0-11\CFD 207-1\PH\CFD 2007-1 Annex 2 R,on.doc Page 28 City of Lake Elsinore EXHIBIT "A" CFD No. 2007-1 (Law Enforcement, Fire and Paramedic Services) Page A-1 Rate and Method of Apportionment of Special Taxes City of Lake Elsinore Community Facilities District No. 2007-1 (Law Enforcement, Fire and Paramedic Services) Rate and Method of Apportionment of Special Tax Introduction Special taxes shall be annually levied on all Developed Residential Property and Developed Multi-Family Property (as hereinafter defined) in the City of Lake Elsinore Community Facilities District No. 2007-1 (Law Enforcement, Fire and Paramedic Services) (the "District-), in accordance with the rate and method of apportionment of special taxes hereinafter set forth. All of the property within the District that is not Developed Residential or Developed Multi-Family Residential Property shall be exempt from the Maximum Annual Special Taxes of the District. Definitions Assessor's Parcel. A parcel of land in the District designated and assigned a discrete identifying number on a map of the County Assessor of the County of Riverside. City. City of Lake Elsinore, California. Developed Multi-Family Property. Assessor's Parcels in the District for which a building permit has been issued by the City on or prior to March 1 preceding the Fiscal Year for the construction of a Unit that is located or shall be located within a building in which each individual Units has or shall have at least one common wall with another Unit. Developed Residential Property. All other Assessor's Parcels in the District for which a building permit has been issued by the City on or prior to March 1 preceding any Fiscal Year for the construction of a Unit that is not Developed Multi-family Property. Fiscal Year. The period beginning on July 1 and ending on the following June 30. Maximum Annual Special Taxes. The maximum annual special taxes levied within the District for any Fiscal Year. Unit. Each separate residential dwelling unit, which comprises an independent facility capable of conveyance or use separate from adjacent dwelling units. Rate and Method of Apportionment of Maximum Annual Special Taxes As of July 1 of each Fiscal Year, commencing July 1, 2007, the City shall determine which of the Assessor's Parcels within the District constitute Developed Residential Property or Developed Multi-Family Property. Beginning in Fiscal Year 2007-08, and all subsequent Fiscal Years, the City shall levy the Maximum Annual Special Taxes on each Assessor's Parcel of Developed Residential N:\Lake Elsinere\FY I O-11\CFD 2007-1\PMCFD 2007-1 Annex 2 Report.doc Page 29 City of Lake Elsinore EXHIBIT "A" CFD No. 2007-1 (Law Enforcement, Fire and Paramedic Services) Page A-2 Rate and Method of Apportionment of Special Taxes Property in the amount of $416 and on each Assessor's Parcel of Developed Multi-Family Property in the amount of $208 per Unit. The amount of Maximum Annual Special Taxes shall be increased annually by 2%, commencing in Fiscal Year 2008-09, and each Fiscal Year thereafter. Duration of the Maximum Annual Special Taxes The Maximum Annual Special Taxes shall be levied in perpetuity so long as Law Enforcement, Fire and Paramedic Services are being provided within the District. The Maximum Annual Special Taxes levied in each Fiscal Year shall be collected in the same manner as ordinary ad valorem property taxes are collected and shall be subject to the same penalties and the same procedure, sale, and lien priority in case of delinquency as is provided for ad valorem taxes. The Maximum Annual Special taxes when levied shall be secured by the lien imposed pursuant to Section 3115.5 of the Streets and Highways Code. This lien shall be a continuing lien and shall secure each levy of Maximum Annual Special Taxes. The hen of Maximum Annual Special Taxes shall continue in force and effect until the Special Tax ceases to be levied in the manner provided by Section 53330.5 of the Government Code. N:\Lake E more\FY 10-11\CFD 2007-1\PFI\CFD 2007-] Mnex 2 Rep rt.doc Page '30 Annexation No. 2 to the City of Lake FlsinoreFXHIBIT "B" CFD No. 2007-1 (Law Enforcement, Fire and Paramedic Services) Page B-1 Proposed Boundary Map N:\Lake Elsinore\FY IO-1I\CFD 2007-I\FH\CFD 2007-1 Mnex 2 Repon.doe Page 31 U, t ~C) C) W U z d O co o Q}zv }WUgWU < 11 IL QQZOW o0()a~5 r- ~a) ~ 0w WUS ¢ 0]N W L1Qo Of 5 QO~u w N WzJ~-:ow Oz5z > aOLLLU fy~>- a d o ~ Z w O U Q J 0- C) U O z 0 U w~ g Q~~ Z U Z O J F- w ~F- jKLL~ O'z wuog0 J w _ ~YU O¢ O LL w Y } O Y U U O Q EQ J w U w Y NO m} O Z I- KQ ~ U R W~ w O jE o0>00 ¢dwC`I WTo J O ~D°pw 2H0 Uo I Z-F: U U w^UmWyj U UU~w 2 x owow O w = oz D) F ~ Ow ~UN» ' ~ LLUFO~W 0O~ w W W- F Z U z OU Q Wt- Y xO Odwx >m~ ¢ Y w ¢ ww o m x - ~ i u g w ¢ o- NwF- of LLO m U o LL w~ oO~O wN w U z <wWO w fw U z W U~ ? O U LL Y z w Oow ~ wx W y w oy aUU ~ p Wg J . ww_zLLmp W J w O p2Qw ww ~mw ~ LL o N Q LL 2 Z Q -QLLW UO J= wN LLF00?w m 1Syyb1SOae, J~a z 3WOS 0110N cp n K ;p lG - ^ O O G O O C l I IJ I IN d 11 U O O O O \ O O C O d d d d- d d~~ d zl O^ O O C: O O O f C O JI v d a v d d a v d d Q Q U LLw [)O Zw 0 Zak F c2O 00U OFw ZWO ¢Om w,w Zy > J-w W 0Z0 5ww U w ~ Z LL00 loaa c x zi z~ zN L~ o ~4 z C, 0- U n LJ ~ I~ i QCO (iZ Annexation No. 2 to the City of Lake ElsinoreEXH1BIT "C" CFD No. 2007-1 (Law Enforcement, Fire and Paramedic Services) Page C-1 Owner List Annexation No. 2 City of Lake Elsinore Community Facilities District No. 2007-1 (Law Enforcement, Fire and Paramedic Services) Property Owner List APN Property Owner Acreage 374071003 POTTERY COURT HOUSING ASSOCIATES, L.P. 0.206 374071004 POTTERY COURT HOUSING ASSOCIATES, L.P. 0.206 374071005 POTTERY COURT HOUSING ASSOCIATES, L.P. 0.206 374071006 POTTERY COURT HOUSING ASSOCIATES, L.P. 0.206 374071007 POTTERY COURT HOUSING ASSOCIATES, L.P. 0.206 374071008 POTTERY COURT HOUSING ASSOCIATES, L.P. 0.206 374071009 POTTERY COURT HOUSING ASSOCIATES, L.P. 0.206 374071010 POTTERY COURT HOUSING ASSOCIATES, L.P. 0.206 374071011 POTTERY COURT HOUSING ASSOCIATES, L.P. 0.206 374071012 POTTERY COURT HOUSING ASSOCIATES, L.P. 0.206 374071013 POTTERY COURT HOUSING ASSOCIATES, L.P. 0.206 374071014 POTTERY COURT HOUSING ASSOCIATES, L.P. 0.206 374071026 POTTERY COURT HOUSING ASSOCIATES, L.P. 0.200 374071027 POTTERY COURT HOUSING ASSOCIATES, L.P. 0.200 374072018 POTTERY COURT HOUSING ASSOCIATES, L.P. 0.060 374072020 POTTERY COURT HOUSING ASSOCIATES, L.P. 0.070 374072022 POTTERY COURT HOUSING ASSOCIATES, L.P. 0.070 374072026 POTTERY COURT HOUSING ASSOCIATES, L.P. 0.050 374072028 POTTERY COURT HOUSING ASSOCIATES, L.P. 0.050 374072030 POTTERY COURT HOUSING ASSOCIATES, L.P. 0.070 374072032 POTTERY COURT HOUSING ASSOCIATES, L.P. 0.070 374072034 POTTERY COURT HOUSING ASSOCIATES, L.P. 0.070 374072036 POTTERY COURT HOUSING ASSOCIATES, L.P. 0.120 3.502 N \Lakc Elsinom\FY 10-11\CFD 2007-1\PH\CFD 2007-1 Nmex 2 Repon.doc Page 33