HomeMy WebLinkAboutItem No. 13 Annex No. 03 CFD No. 2015-2 Maint Svs. Fairway Bus Cntr.Text File
City of Lake Elsinore 130 South Main Street
Lake Elsinore, CA 92530
www.lake-elsinore.org
File Number: RES 2014-018
Agenda Date: 4/11/2017 Status: Public HearingVersion: 1
File Type: ResolutionIn Control: City Council
Agenda Number: 13)
Page 1 City of Lake Elsinore Printed on 4/6/2017
REPORT TO CITY COUNCIL
To:Honorable Mayor and Members of the City Council
From:Grant Yates, City Manager
Prepared by: Jason Simpson, Assistant City Manager
Date:April 11, 2017
Subject: Public Hearing and Election for Annexation Proceedings for Annexation No.
3 Into Community Facilities District No. 2015-2 (Maintenance Services) for
Fairway Business Center (PM 36551)
Recommendation
adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,
CALIFORNIA, CALLING AN ELECTION TO SUBMIT TO THE QUALIFIED ELECTORS THE
QUESTION OF LEVYING A CIAL TAX WITHIN THE AREA PROPOSED TO BE ANNEXED TO
COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES) (ANNEXATION
NO. 3); and,
adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,
CALIFORNIA, DECLARING ELECTION RESULTS FOR COMMUNITY FACILITIES DISTRICT
NO. 2015-2 (MAINTENANCE SERVICES) (ANNEXATION NO. 3)
Background
On February 28, the City Council adopted Resolution No. 2017-031, declaring its intention to
annex territory to Community Facilities District No. 2015-2 (Maintenance Services) and
commence the annexation proceedings for the territory to be annexed, also known as Annexation
No. 3. A public hearing was set for April 11, 2017. Following such public hearing, if there is no
majority protest against the annexation and the levy of the special tax, the City Clerk will conduct
an election for the landowners and to declare the results of that election.
As required by the Resolution of Intention, an annexation map was recorded on March 6, 2017,
at 11:12 a.m. in Book 80, Page 47, Document No. 2017-0091597 of Maps of Assessment and
Community Facilities Districts with the Riverside County Recorder.
The Resolution of Intention was adopted by the City Council in response to a petition filed by the
developer, Rod Oshita, a partner with ARI Chaney Street, LLC, property owner of 17.14 gross
acres of commercial/industrial property within the City (PM 36551) that the City assist them in
annexing territory into CFD 2015-2 (Maintenance Services) to cover the costs associated with the
maintenance of public improvements. The improvements proposed to be maintained include
Fairway Business Center
Page 2
items such as landscaping, street lighting, traffic signal, water quality improvements, and street
sweeping maintenance.
The original area proposed within Annexation No. 3 will encompass 20 industrial buildings
comprising of 6.37 net taxable acres, with a maximum annual tax of $2,872 per acre, per year.
The territory proposed to be annexed into CFD No. 2015-2 will be included in Tax Zone 4
consisting of Parcel Map 36551. The proposed total maximum tax rate for Tax Zone 4 is $2,872
per acre, per year. This tax rate includes a Maximum Special Tax A of $2,671 per acre per year
for maintenance services of public facilities and a Maximum Annual Special Tax B of $201 per
acre, per year (POA Contingent). Special Tax B is for the maintenance and operation of the
improvements described in Exhibit “B” attached hereto. If the POA were to default of its obligation
to maintain such improvements, the City would be able to collect funds to pay for those services.
Exhibit “H” attached to the staff report is a maintenance exhibit to illustrate which services are
being maintained by the CFD and by the POA.
Annual Special Tax B rate is proposed to escalate each year at the greater of Consumer Price
Index (CPI) or 2%. ARI Chaney, LLC has agreed to the annexation into the CFD and submitted a
"Consent and Waiver" form on file in the City Clerk's Office, to initiate and conduct proceedings
pursuant to the Mello-Roos Act of 1982, requesting the annexation of property to CFD No. 2015-
2 (Maintenance Services) and consenting to the shortening of election time requirements, waiving
analysis and arguments, and waiving all notice requirements relating to the conduct of the
election.
Fiscal Impact
On March 1 of each year, every taxable property for which a building permit has been issued will
be subject to the special taxes in the ensuing Fiscal Year. If the anticipated costs of maintaining
the facilities in any given Fiscal Year, prior to buildout of the project, exceeds the special tax
revenues available from parcels for which building permits have been issued, then the special tax
may also be on property with recorded final subdivision maps, as well as other undeveloped
property within the Tax Zone. The special tax levied to pay for maintenance services will only be
applied to those properties for which a building permit has been issued as of March 1 preceding
the Fiscal Year being levied.
Once developed, the Special Tax A for Tax Zone 4 will generate $17,013 for maintenance
services.
Attachments
A Resolution Calling an Election
B Rate and Method of Apportionment
C Ballot
D Resolution Election Results
E Certificate of Election Results
F Certificate of Registrar of Voters
G Petition
RESOLUTION NO. 2017 - ____
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,
CALIFORNIA, CALLING AN ELECTION TO SUBMIT TO THE QUALIFIED ELECTORS
THE QUESTION OF LEVYING A SPECIAL TAX WITHIN THE AREA PROPOSED TO BE
ANNEXED TO COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE
SERVICES) (ANNEXATION NO. 3)
Whereas,on September 22, 2015, the City Council (City Council) of the City of Lake Elsinore
(City) approved Resolution No. 2015-078 declaring the City’s intention to establish Community
Facilities District No. 2015-2 (Maintenance Services) of the City of Lake Elsinore, County of
Riverside, State of California (CFD No. 2015-2) for the purpose of levying special taxes on parcels
of taxable property therein for the purpose of providing certain services which are necessary to
meet increased demands placed upon the City as a result of the development of said real
property; and,
Whereas,the Council set a Public Hearing for September 22, 2015, after which the Council
adopted Resolution No. 2015-078 forming the CFD No. 2015-2 and calling a special election at
which the questions of levying a special tax and establishing an appropriations limit with respect
to the CFD No. 2015-2 were submitted to the qualified electors within the CFD No. 2015-2; and,
Whereas,on April 26, 2016, the Council adopted Resolution No. 2016-058 declaring the results
of the special election and finding that more than two-thirds of all votes cast at the special election
were cast in favor of the proposition presented, and such proposition passed; and,
Whereas,the Council is authorized by Article 3.5 (commencing with Section 53339) of Chapter
2.5 of Part 1 of Division 2 of Title 5 of the Government Code as amended (Act), to annex territory
into an existing community facilities district by complying with the procedures set forth in said
Article 3.5; and,
Whereas,the Council on February 28, 2017, duly adopted Resolution No. 2017-031 (Resolution
of Intention) declaring its intention to annex certain territory to CFD No. 2015-2 (Maintenance
Services) and to levy a special tax within that territory to pay for certain services and setting a
time and place for the Public Hearing on the proposed annexation for April 11, 2017; and,
Whereas,the territory proposed to be annexed is identified in a map entitled "Annexation Map
No. 3 Community Facilities District No. 2015-2 (Maintenance Services)" a copy of which was
recorded, on March 6, 2017, in Book 80 of Maps of Assessment and Community Facilities Districts
at Page 47, in the office of the Riverside County Recorder; and,
Whereas,pursuant to the Act and the Resolution of Intention, a noticed Public Hearing was
convened by the Council on April 11, 2017, not earlier than the hour of 7:00 p.m. at the City Hall
located at 183 N Main Street, Lake Elsinore, California 92530, relative to the proposed annexation
of said territory to CFD No. 2015-2; and,
Whereas,written protests have not been filed by fifty percent (50%) or more of the registered
voters residing within the CFD No 2015-2, or by fifty percent (50%) or more of the registered
voters residing within the territory to be annexed, or by the owners of one-half (1/2) or more of the
area within the CFD No. 2015-2, or by the owners of one-half or more of the territory to be
annexed; and,
Whereas,the Council has determined that there are fewer than twelve registered voters residing
in the territory proposed to be annexed to the CFD No. 2015-2 and that the qualified electors in
such territory are the landowners; and,
CC Res. No. 2017 - _____
Page 2 of 4
Whereas,on the basis of all of the foregoing, the Council has determined at this time to call an
election to authorize the annexation of territory to the CFD No. 2015-2 and the levying of a special
tax as described in Exhibit A attached hereto; and,
Whereas, the Council has received a written instrument from each landowner in the territory
proposed to be annexed to the CFD No. 2015-2 consenting to the shortening of election time
requirements, waiving analysis and arguments, and waiving all notice requirements relating to the
conduct of the election; and,
Whereas,the City Clerk has concurred in the election date set forth herein.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE, ACTING EX
OFFICIO AS THE LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT 2015-2
(MAINTENANCE SERVICES) OF THE CITY OF LAKE ELSINORE, DOES HEREBY RESOLVE,
DETERMINE AND ORDER AS FOLLOWS:
Section 1.Recitals. The foregoing recitals are true and correct.
Section 2.Conformation of Finding in Resolution of Intention. The Council reconfirms all of
its findings and determinations as set forth in the Resolution of Intention.
Section 3.Findings Regarding Protests. The Council finds and determines that written
protests to the proposed annexation of territory to the CFD No. 2015-2 and the levy of the special
tax within such territory are insufficient in number and in amount under the Act, and the Council
hereby further orders and determines that all such protests are hereby overruled.
Section 4.Findings Regarding Prior Proceedings. The Council finds and determines that all
prior proceedings had and taken by the Council with respect to the annexation of territory to CFD
No. 2015-2 are valid and in conformity with the requirements of the Act.
Section 5. Levy of Special Tax. As stated in the Resolution of Intention, except where funds
are otherwise available, subject to the approval of the qualified electors of territory proposed to
be annexed to CFD No. 2015-2, a special tax sufficient to pay the costs of the Services (including
incidental expenses as described in the Resolution of Intention), secured by recordation of a
continuing lien against all nonexempt real property in CFD No. 2015-2, will be levied annually in
CFD No. 2015-2. The rate and method of apportionment, and manner of collection of the special
tax are specified in Exhibit A attached hereto.
Section 6. Apportionment of Tax. The special tax as apportioned to each parcel is based on
the cost of making the Services available to each parcel, or other reasonable basis, and is not
based on or upon the ownership of real property.
Section 7.Tax Roll Preparation. The office of the Assistant City Manager, 130 South Main
Street, City of Lake Elsinore, is hereby designated as the office that will be responsible for
annually preparing a current roll of special tax levy obligations by assessor’s parcel number and
that will be responsible for estimating future special tax levies pursuant to Government Code
section 53340.2. The Assistant City Manager may cause these functions to be performed by his
or her deputies, assistants, or other designated agents.
Section 8.Accountability Measures. Pursuant to Section 50075.1 of the California
Government Code, the City shall create a separate account into which tax proceeds will be
deposited; and the Assistant City Manager annually shall file a report with the Council that will
CC Res. No. 2017 - _____
Page 3 of 4
state (a) the amount of funds collected and expended and (b) the status of the Services financed
in CFD No. 2015-2.
Section 9.Special Election; Voting Procedures. The Council hereby submits the questions
of levying the special tax within the territory proposed to be annexed to the qualified electors, in
accordance with and subject to the Act. The special election shall be held on April 11, 2017, and
shall be conducted as follows:
(a) Qualified Electors. The Council hereby determines that the Services are necessary to meet
increased demands placed upon the City as a result of development occurring within the
boundaries of CFD No. 2015-2. Because fewer than twelve registered voters resided within the
territory proposed to be annexed to CFD No. 2015-2 on February 28, 2017, (a date within the 90
days preceding the close of the Public Hearing on the territory proposed to be annexed to CFD
No. 2015-2), the qualified electors shall be the landowners within territory proposed to be
annexed, and each landowner who was the owner of record at the close of the Hearing shall have
one vote for each acre or portion of an acre of land that such landowner owns within the territory
proposed to be annexed to CFD No. 2015-2.
(b) Consolidation of Elections; Combination of Propositions on Ballot. The election on the
question of levying the special tax and establishing an appropriations limit for CFD No. 2015-2
shall be consolidated, and the two proportions shall be combined into a single ballot proposition
for submission to the voters, as authorized by Government Code Section 53353.5.
(c) Mail Ballot Election. Pursuant to Government Code section 53327.5, the election shall be
conducted as a mail ballot election. The Council hereby ratifies the Clerk’s delivery of a ballot to
each landowner within the territory proposed to be annexed to CFD No. 2015-2. The Council
hereby ratifies the form of the ballot, which is attached hereto as Exhibit B.
(d) Return of Ballots. The City Clerk shall accept the ballots of the landowners up to 7:00 p.m. on
April 11, 2017. The City Clerk shall have available ballots that may be marked at the City Clerk’s
office on the election day by voters. Once all qualified electors have voted, the City Clerk may
close the election.
(e) Canvass of Election. The City Clerk shall commence the canvass of the returns of the special
election as soon as the election is closed (on April 11, 2017, or when all qualified electors have
voted) at the City Clerk’s office. At the conclusion of the canvass, the City Clerk shall declare the
results of the election.
(f) Declaration of Results. The Council shall declare the results of the special election following
the completion of the canvass of the returns and shall cause to be inserted into its minutes a
statement of the results of the special election as ascertained by the canvass of the returns.
Section 10.Filing of Resolution and Map with City Clerk. The City Council hereby directs the
City Clerk to file a copy of this resolution and the annexation map of the boundaries of CFD No.
2015-2 in her office.
Passed and Adopted this 11th day of April, 2017.
Robert E. Magee, Mayor
CC Res. No. 2017 - _____
Page 4 of 4
Attest:
Susan M Domen, MMC
City Clerk
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.
CITY OF LAKE ELSINORE )
I, Susan M. Domen, MMC, City Clerk of the City of Lake Elsinore, California, do hereby certify
that Resolution No. 2017 - ____ was adopted by the City Council of the City of Lake Elsinore,
California, at the Regular meeting of April 11, 2017, and that the same was adopted by the
following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
_____________________________
Susan M. Domen, MMC
City Clerk
City of Lake Elsinore 1
Community Facilities District No. 2015-2 (Maintenance Services)
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES)
OF THE CITY OF LAKE ELSINORE
A Special Tax (the “Special Tax”) shall be levied on and collected from each Assessor’s Parcel (defined
below) in Community Facilities District No. 2015-2 (Maintenance Services) (the “CFD No. 2015-2” or
“CFD”; defined below), in each Fiscal Year, (defined below), commencing in the Fiscal Year beginning July
1, 2015, in an amount determined by the City Council of the City of Lake Elsinore, acting ex officio as the
legislative body of CFD No. 2015-2, by applying the rate and method of apportionment set forth below.
All of the real property in CFD No. 2015-2, unless exempted by law or by the provisions herein, shall be
taxed to the extent and in the manner provided herein.
A. DEFINITIONS
“Acre” or “Acreage” means the land area of an Assessor’s Parcel as shown on any Assessor’s Parcel
Map, or if the land area is not shown on the Assessor’s Parcel Map, the land area as shown on the
applicable Final Map, or if the area is not shown on the applicable Final Map, the land area shall be
calculated by the Administrator.
“Administrative Expenses” means the actual or reasonably estimated costs directly related to the
formation, annexation, and administration of CFD No. 2015-2 including, but not limited to: the costs
of computing the Special Taxes and preparing the annual Special Tax collection schedules (whether
by the City or designee thereof or both); the costs to the City, CFD No. 2015-2, or any designee thereof
associated with fulfilling the CFD No. 2015-2 disclosure requirements; the costs associated with
responding to public inquiries regarding the Special Taxes; the costs of the City, CFD No. 2015-2 or
any designee thereof related to an appeal of the Special Tax; and the City's annual administration fees
including payment of a proportional share of salaries and benefits of any City employees and City
overhead whose duties are related to the administration and third party expenses. Administrative
Expenses shall also include amounts estimated or advanced by the City or CFD No. 2015-2 for any
other administrative purposes of CFD No. 2015-2, including attorney's fees and other costs related to
commencing and pursuing to completion any foreclosure of delinquent Special Taxes.
“Administrator” means the City Manager of the City of Lake Elsinore, or his or her designee.
“Approved Property” means all Assessor’s Parcels of Taxable Property that are included in a Final
Map that was recorded prior to the March 1 preceding the Fiscal Year in which the Special Tax is being
levied, and that have not been issued a building permit on or prior to the March 1 preceding the Fiscal
year in which the special tax is being levied.
“Assessor’s Parcel” means a lot or parcel of land that is identifiable by an Assessor’s Parcel Number
by the County Assessor of the County of Riverside.
“Assessor’s Parcel Map” means an official map of the Assessor of the County designating parcels by
Assessor’s Parcel Number.
“Assessor’s Parcel Number” means that identification number assigned to a parcel by the County
Assessor of the County.
City of Lake Elsinore 2
Community Facilities District No. 2015-2 (Maintenance Services)
“Building Square Footage” or “BSF” means the floor area square footage reflected on the original
construction building permit issued for construction of a building of Non-Residential Property and any
Building Square Footage subsequently added to a building of such Taxable Property after issuance of
a building permit for expansion or renovation of such building.
“Calendar Year” means the period commencing January 1 of any year and ending the following
December 31.
“CFD” or “CFD No. 2015-2” means the City of Lake Elsinore Community Facilities District No. 2015-2
(Maintenance Services).
“City” has the meaning set forth in the preamble.
“Contingent Special Tax B Requirement” means that amount required in any Fiscal Year, if the POA
is unable to maintain the Service(s) to: (i) pay the costs of Services incurred or otherwise payable in
the Calendar Year commencing in such Fiscal Year; (ii) fund an operating reserve for the costs
of Services as determined by the Administrator; less a credit for funds available to reduce the annual
Special Tax B (Contingent) levy as determined by the Administrator.
“County” means the County of Riverside.
“Developed Property” means all Assessor’s Parcels of Taxable Property for which a building permit
for new construction has been issued on or prior to March 1 preceding the Fiscal Year in which the
Special Tax is being levied.
“Exempt Property” means all Assessors’ Parcels designated as being exempt from the Special Tax as
provided for in Section G.
“Final Map” means a subdivision of property by recordation of a final map, parcel map, or lot line
adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq.)
or recordation of a condominium plan pursuant to California Civil Code 1352 that creates individual
lots for which building permits may be issued without further subdivision.
“Fiscal Year” means the period from and including July 1st of any year to and including the following
June 30th.
“Land Use Category” or “LUC” means any of the categories contained in Section B hereof to which an
Assessor’s Parcel is assigned consistent with the land use approvals that have been received or
proposed for the Assessor’s Parcel as of March 1 preceding the Fiscal Year in which the Special Tax is
being levied.
“Maximum Special Tax” means either Maximum Special Tax A and/or Maximum Special Tax B
(Contingent), as applicable.
“Maximum Special Tax A” means the Maximum Special Tax A, as determined in accordance with
Section C below that can be levied in any Fiscal Year on any Assessor's Parcel of Taxable Property
within CFD No. 2015-2.
City of Lake Elsinore 3
Community Facilities District No. 2015-2 (Maintenance Services)
“Maximum Special Tax B (Contingent)” means the Maximum Special Tax B (Contingent), as
determined in accordance with Section C below that can be levied in any Fiscal Year on any Assessor's
Parcel of Taxable Property within CFD No. 2015-2.
“Multi-Family Residential Property” means any Assessor’s Parcel of residential property that consists
of a building or buildings comprised of attached Residential Units sharing at least one common wall
with another unit.
“Non-Residential Property” or “NR” means all Assessor's Parcels of Taxable Property for which a
building permit(s) was issued for a non-residential use. The Administrator shall make the
determination if an Assessor’s Parcel is Non-Residential Property.
“Property Owner’s Association” or “POA” means the property owner’s association or homeowner’s
association established to maintain certain landscaping within a Tax Zone.
“Proportionately” means for Taxable Property that is: (i) Developed Property, that the ratio of the
actual Special Tax levy to the Maximum Special Tax is the same for all Parcels of Developed Property
with the same Tax Zone, (ii) Approved Property, that the ratio of the actual Special Tax levy to the
Maximum Special Tax is the same for all Parcels of Approved Property with the same Tax Zone, and
(iii) Undeveloped Property that the ratio of the actual Special Tax levy per acre to the Maximum
Special Tax per acre is the same for all Parcels of Undeveloped Property with the same Tax Zone.
“Residential Unit” or "RU" means a residential unit that is used or intended to be used as a domicile
by one or more persons, as determined by the Administrator.
“Residential Property” means all Assessor’s Parcels of Taxable Property upon which completed
Residential Units have been constructed or for which building permits have been or may be issued for
purposes of constructing one or more Residential Units.
“Service(s)” means services permitted under the Mello-Roos Community Facilities Act of 1982
including, without limitation, those services authorized to be funded by CFD No. 2015-2 as set forth
in the documents adopted by the City Council at the time the CFD was formed.
“Single Family Residential Property” means any residential property other than Multi-Family
Residential Property on an Assessor’s Parcel.
“Special Tax(es)” means the Special Tax A and/or Special Tax B (Contingent) to be levied in each Fiscal
Year on each Assessor’s Parcel of Taxable Property.
“Special Tax A” means the annual special tax to be levied in each Fiscal Year on each Assessor’s Parcel
of Taxable Property to fund the Special Tax A Requirement.
"Special Tax A Requirement" means for each Tax Zone, that amount to be collected in any Fiscal Year
to pay for certain costs as required to meet the needs for such Tax Zone of CFD No. 2015-2 in both
the current Fiscal Year and the next Fiscal Year. The costs to be covered shall be the direct costs for
maintenance services including but not limited to (i) maintenance and lighting of parks, parkways,
streets, roads and open space, (ii) maintenance and operation of water quality improvements, (iii)
public street sweeping, (iv) fund an operating reserve for the costs of Services as determined by the
Administrator, and (v) Administrative Expenses. Under no circumstances shall the Special Tax A
Requirement include funds for Bonds.
City of Lake Elsinore 4
Community Facilities District No. 2015-2 (Maintenance Services)
“Special Tax B (Contingent)” means the Special Tax B (Contingent) to be levied in each Fiscal Year on
each Assessor’s Parcel of Taxable Property to fund the Contingent Special Tax B Requirement, if
required.
"Taxable Property" means all Assessor’s Parcels within CFD No. 2015-2, which are not Exempt
Property.
“Taxable Unit” means a Residential Unit, Building Square Footage, or an Acre.
"Tax Zone" means a mutually exclusive geographic area, within which particular Special Tax rates may
be levied pursuant to this Rate and Method of Apportionment of Special Tax. Appendix C identifies
the Tax Zone in CFD No. 2015-2 at formation; additional Tax Zones may be created when property is
annexed into the CFD.
"Tax Zone 1" means the specific geographic area identified on the CFD Boundary Map as Tax Zone 1.
"Tract(s)" means an area of land within a subdivision identified by a particular tract number on a Final
Map approved for the subdivision.
“Undeveloped Property” means, for each Fiscal Year, all Taxable Property not classified as Developed
Property or Approved Property.
B. ASSIGNMENT TO LAND USE CATEGORIES
For each Fiscal Year, all Assessor’s Parcels of Taxable Property within CFD No. 2015-2 shall be classified
as Developed Property, Approved Property, or Undeveloped Property, and shall be subject to the levy
of Special Taxes as determined pursuant to Sections C and D below. Assessor’s Parcels of Developed
Property and Approved Property shall be classified as either Residential Property or Non-Residential
Property. Residential Property shall be further classified as Single Family Residential Property or
Multi-Family Residential Property and the number of Residential Units shall be determined by the
Administrator.
C. MAXIMUM SPECIAL TAX RATES
For purposes of determining the applicable Maximum Special Tax for Assessor’s Parcels of
Developed Property and Approved Property which are classified as Residential Property, all such
Assessor’s Parcels shall be assigned the number of Residential Unit(s) constructed or to be
constructed thereon as specified in or shown on the building permit(s) issued or Final Map as
determined by the Administrator. For Parcels of undeveloped property zoned for development
of single family attached or multi-family units, the number of Residential Units shall be
determined by referencing the condominium plan, apartment plan, site plan or other
development plan, or by assigning the maximum allowable units permitted based on the
underlying zoning for the Parcel. Once a single family attached or multi-family building or
buildings have been built on an Assessor's Parcel, the Administrator shall determine the actual
number of Residential Units contained within the building or buildings, and the Special Tax A
levied against the Parcel in the next Fiscal Year shall be calculated by multiplying the actual
number of Residential Units by the Maximum Special Tax per Residential Unit identified for the
Tract below or as included in Appendix A as each Annexation occurs.
City of Lake Elsinore 5
Community Facilities District No. 2015-2 (Maintenance Services)
For purposes of determining the applicable Maximum Special Tax for Assessor’s Parcels of
Developed Property and Approved Property which are classified as Non-Residential Property, all
such Assessor’s Parcels shall be assigned the number of Building Square Footage or Acres as
shown on the Final Map as determined by the Administrator. Once the Administrator determines
the actual number of Building Square Footage or Acres for the Assessor’s Parcels, the Special Tax
A levied against the Assessor’s Parcel in the next Fiscal Year shall be calculated by multiplying the
number of Building Square Footage or Acres by the Maximum Special Tax per Taxable Unit
identified for the Tax Zone below or as included in Appendix A as each Annexation occurs.
1. Special Tax A
a. Developed Property
(i) Maximum Special Tax A
The Maximum Special Tax A for each Assessor’s Parcel of Developed Property shall be specific
to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2015-2,
the rate and method adopted for the annexed property shall reflect the Maximum Special Tax
A for the Tax Zones annexed and included in Appendix A. The Maximum Special Tax A for
Developed Property for Fiscal Year 2015-2016 within Tax Zone 1 is identified in Table 1 below:
TABLE 1
MAXIMUM SPECIAL TAX A RATES
DEVELOPED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
1 LLA-2014-2743 Non-Residential Property Acre $121
(ii) Increase in the Maximum Special Tax A
On each July 1, commencing on July 1, 2016 the Maximum Special Tax A for Developed
Property shall increase by i) the percentage increase in the Consumer Price Index (All Items)
for Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the
preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
(iii) Multiple Land Use Categories
In some instances an Assessor's Parcel of Developed Property may contain more than one
Land Use Category. The Maximum Special Tax A that can be levied on an Assessor's Parcel
shall be the sum of the Maximum Special Tax A that can be levied for each Land Use Category
located on that Assessor's Parcel. For an Assessor's Parcel that contains more than one land
use, the Acreage of such Assessor's Parcel shall be allocated to each type of property based
on the amount of Acreage designated for each land use as determined by reference to the
site plan approved for such Assessor's Parcel. The Administrator's allocation to each type of
property shall be final.
b. Approved Property
The Maximum Special Tax A for each Assessor’s Parcel of Approved Property shall be specific to
each Tax Zone within the CFD. When additional property is annexed into CFD No. 2015-2, the rate
and method adopted for the annexed property shall reflect the Maximum Special Tax A for the
Tax Zone annexed and included in Appendix A. The Maximum Special Tax A for Approved property
Fiscal Year 2015-2016 within Tax Zone 1 is identified in Table 2 below:
City of Lake Elsinore 6
Community Facilities District No. 2015-2 (Maintenance Services)
TABLE 2
MAXIMUM SPECIAL TAX A RATES
APPROVED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
1 LLA-2014-2743 Non-Residential Property Acre $121
On each July 1, commencing on July 1, 2016 the Maximum Special Tax A for Approved Property
shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los Angeles
- Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii)
by two percent (2.0%), whichever is greater.
c. Undeveloped Property
The Maximum Special Tax A for each Assessor’s Parcel of Undeveloped Property shall be specific
to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2015-2, the
rate and method adopted for the annexed property shall reflect the Maximum Special Tax A for
the Tax Zone annexed and included in Appendix A. The Maximum Special Tax A for Undeveloped
Property for Fiscal Year 2015-2016 within Tax Zone 1 is identified in Table 3 below:
TABLE 3
MAXIMUM SPECIAL TAX A RATES
UNDEVELOPED PROPERTY
Tax Zone Tracts Taxable Unit Maximum Special Tax A
1 LLA-2014-2743 Acre $121
On each July 1, commencing on July 1, 2016 the Maximum Special Tax A for Undeveloped Property
shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los Angeles
- Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii)
by two percent (2.0%), whichever is greater.
2. Special Tax B (Contingent)
(i) Maximum Special Tax B (Contingent)
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Taxable Property is
shown in Table 1 and shall be specific to each Tax Zone within the CFD. When additional
property is annexed into CFD No. 2015-2, the rate and method adopted for the annexed
property shall reflect the Maximum Special Tax B (Contingent) for each Tax Zones annexed
and included in Appendix A. The Maximum Special Tax B (Contingent) for Fiscal Year 2015-
2016 within Tax Zone 1 is identified in Table 4 below:
TABLE 4
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
DEVELOPED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum Special
Tax B (Contingent)
1 LLA-2014-2743 Non-Residential Property Acre $0
City of Lake Elsinore 7
Community Facilities District No. 2015-2 (Maintenance Services)
(ii) Increase in the Maximum Special Tax B (Contingent)
On each July 1, commencing on July 1, 2016 the Maximum Special Tax B (Contingent) for
Developed Property shall increase by i) the percentage increase in the Consumer Price Index
(All Items) for Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of
the preceding Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
(iii) Multiple Land Use Categories
In some instances an Assessor's Parcel of Developed Property may contain more than one
Land Use Category. The Maximum Special Tax B (Contingent) that can be levied on an
Assessor's Parcel shall be the sum of the Maximum Special Tax B (Contingent) that can be
levied for each Land Use Category located on that Assessor's Parcel. For an Assessor's Parcel
that contains more than one land use, the Acreage of such Assessor's Parcel shall be allocated
to each type of property based on the amount of Acreage designated for each land use as
determined by reference to the site plan approved for such Assessor's Parcel. The
Administrator's allocation to each type of property shall be final.
b. Approved Property
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Taxable Property is shown
in Table 5 and shall be specific to each Tax Zone within the CFD. When additional property is
annexed into CFD No. 2015-2, the rate and method adopted for the annexed property shall reflect
the Maximum Special Tax B (Contingent) for the Tax Zone annexed and included in Appendix A.
The Maximum Special Tax B (Contingent) for Fiscal Year 2015-2016 within the Tax Zone is
identified in Table 5 below:
TABLE 5
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
APPROVED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum Special
Tax B (Contingent)
1 LLA-2014-2743 Non-Residential Property Acre $0
On each July 1, commencing on July 1, 2016 the Maximum Special Tax B (Contingent) for Approved
Property shall increase by i) the percentage increase in the Consumer Price Index (All Items) for
Los Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the preceding
Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
c. Undeveloped Property
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Taxable Property is shown
in Table 6 and shall be specific to each Tax Zone within the CFD. When additional property is
annexed into CFD No. 2015-2, the rate and method adopted for the annexed property shall reflect
the Maximum Special Tax B (Contingent) for the Tax Zone annexed and included in Appendix A.
The Maximum Special Tax B (Contingent) for Fiscal Year 2015-2016 within the Tax Zone is
identified in Table 6 below:
City of Lake Elsinore 8
Community Facilities District No. 2015-2 (Maintenance Services)
TABLE 6
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
UNDEVELOPED PROPERTY
Tax Zone
Tracts Taxable Unit
Maximum Special
Tax B (Contingent)
1 LLA-2014-2743 Acre $0
On each July 1, commencing on July 1, 2016 the Maximum Special Tax B (Contingent) for Undeveloped
Property shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los
Angeles - Riverside - Orange County (1982-84 = 100) since the beginning of the preceding Fiscal Year,
or ii) by two percent (2.0%), whichever is greater.
D. METHOD OF APPORTIONMENT OF ANNUAL SPECIAL TAX
1. Special Tax A
Commencing with Fiscal Year 2015-2016 and for each following Fiscal Year, the Council shall
determine the Special Tax A Requirement and shall levy the Special Tax A on all Assessor’s Parcels of
Taxable Property until the aggregate amount of Special Tax A equals the Special Tax A Requirement
for each Tax Zone. The Special Tax A shall be levied for each Fiscal Year as follows:
First: The Special Tax A shall be levied Proportionately on all Assessor’s Parcels of Developed
Property within each Tax Zone up to 100% of the applicable Maximum Special Tax to satisfy the Special
Tax A Requirement for such Tax Zone;
Second: If additional moneys are needed to satisfy the Special Tax A Requirement for a Tax Zone
after the first step has been completed, the Special Tax A shall be levied Proportionately on each
Parcel of Approved Property within such Tax Zone up to 100% of the Maximum Special Tax A for
Approved Property;
Third: If additional monies are needed to satisfy the Special Tax A Requirement for a Tax Zone
after the first two steps has been completed, the Special Tax A shall be levied Proportionately on all
Assessor’s Parcels of Undeveloped Property within such Tax Zone up to 100% of the Maximum Special
Tax A for Undeveloped Property.
2. Special Tax B (Contingent)
Commencing with Fiscal Year 2015-2016 and for each following Fiscal Year, the Council shall
determine the Contingent Special Tax B Requirement and shall levy the Special Tax on all Assessor’s
Parcels of Taxable Property until the aggregate amount of Special Tax B (Contingent) equals the
Contingent Special Tax B Requirement. The Special Tax B (Contingent) shall be levied for each Fiscal
Year as follows:
First: The Special Tax shall be levied Proportionately on all Assessor’s Parcels of Developed
Property for a Tax Zone up to 100% of the applicable Maximum Special Tax B (Contingent) to satisfy
the Contingent Special Tax B Requirement;
Second: If additional moneys are needed to satisfy the Contingent Special Tax B Requirement after
the first step has been completed, the Special Tax B (Contingent) shall be levied Proportionately on
each Parcel of Approved Property within such Tax Zone up to 100% of the Maximum Special Tax B
(Contingent) for Approved Property;
City of Lake Elsinore 9
Community Facilities District No. 2015-2 (Maintenance Services)
Third: If additional monies are needed to satisfy the Contingent Special Tax B Requirement after
the first two steps has been completed, the Special Tax B (Contingent) shall be levied Proportionately
on all Assessor’s Parcels of Undeveloped Property within such Tax Zone up to 100% of the Maximum
Special Tax B (Contingent) for Undeveloped Property.
E. FUTURE ANNEXATIONS
It is anticipated that additional properties will be annexed to CFD No. 2015-2 from time to time. As
each annexation is proposed, an analysis will be prepared to determine the annual cost for providing
Services. Based on this analysis, the property to be annexed, pursuant to California Government Code
section 53339 et seq. will be assigned to the appropriate Maximum Special Tax rate for the Tax Zone
when annexed and included in Appendix A.
F. TERM OF SPECIAL TAX
For each Fiscal Year, the Special Taxes shall be levied as long as the Services are being provided.
G. EXEMPTIONS
The City shall classify as Exempt Property within CFD No. 2015-2, any Assessor’s Parcel in any of the
following categories; (i) Assessor’s Parcels which are owned by, irrevocably offered for dedication,
encumbered by or restricted in use by any public entity; (ii) Assessor’s Parcels with public or utility
easements making impractical their utilization for other than the purposes set forth in the easement;
(iii) Assessor’s Parcels which are privately owned but are encumbered by or restricted solely for public
uses; or (iv) any Assessor’s Parcel which is in use in the performance of a public function as determined
by the Administrator.
H. APPEALS
Any property owner claiming that the amount or application of the Special Taxes are not correct may
file a written notice of appeal with the City not later than twelve months after having paid the first
installment of the Special Tax that is disputed. A representative(s) of CFD No. 2015-2 shall promptly
review the appeal, and if necessary, meet with the property owner, consider written and oral evidence
regarding the amount of the Special Tax, and rule on the appeal. If the representative’s decision
requires that the Special Tax for an Assessor’s Parcel be modified or changed in favor of the property
owner, a cash refund shall not be made, but an adjustment shall be made to the Special Tax on that
Assessor’s Parcel in the subsequent Fiscal Year(s).
I. MANNER OF COLLECTION
The Special Tax shall be collected in the same manner and at the same time as ordinary ad valorem
property taxes, provided, however, that CFD No. 2015-2 may collect the Special Tax at a different time
or in a different manner if necessary to meet its financial obligations.
City of Lake Elsinore 10
Community Facilities District No. 2015-2 (Maintenance Services)
APPENDIX A
CITY OF LAKE ELSINORE
COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES)
COST ESTIMATE
Special Tax A Services - The estimate breaks down the costs of providing one year's maintenance
services for Fiscal Year 2017-18. These services are being funded by the levy of Special Tax A for
Community Facilities District No. 2015-2.
TAX ZONE 4
PM 36551
Item Description Estimated Cost
1 Landscaping $5,804
2 Streetlights $185
3 Traffic Signal $5,720
4 Streets $1,893
5 Drainage $8
6 Reserves $1,361
7 Admin $2,041
Total $17,013
Special Tax B Contingent Services - The estimate breaks down the costs of providing one year's
maintenance services for Fiscal Year 2017-18. These services are being funded by the levy of
Special Tax B (Contingent) for Community Facilities District No. 2015-2.
TAX ZONE 4
PM 36551
Item Description Estimated Cost
1 Drainage $1,022
2 Reserves $102
3 Admin $154
Total $1,278
MAXIMUM SPECIAL TAXES ASSIGNED TO EACH TAX ZONE
Tax
Zone
Fiscal
Year
Included Tract
No. of
Taxable
Units
Land Use
Category
Taxable
Unit
Maximum
Special Tax
A
Maximum
Special Tax B
(Contingent) Subdivider
4 2017-18 PM 36551 6.37
Non-
Residential Acre $2,671 $201 ARI Chaney Street, LLC
APPROVED AND UNDEVELOPED PROPERTY
The Maximum Special Tax for Tax Zone 4 for Approved Property and Undeveloped Property for
Fiscal Year 2017-18 is $2,671 per acre.
City of Lake Elsinore 11
Community Facilities District No. 2015-2 (Maintenance Services)
TAX ZONE SUMMARY
Annexation
Tax
Zone
Tract
Fiscal
Year
Maximum
Special Tax A
Maximum
Special Tax B
Subdivider
Original 1 LLA-2014-
2743 2015-16 $121 / Acre $0 / Acre Tractor Supply
1 2 36682 2016-17 $354 / RU $102 / RU Pardee Homes
2 3 PM 29996 2017-18 $951 / Acre $165 / Acre Pasadena Industrial
Park, LLC
3 4 PM 36551 2017-18 $2,671 / Acre $201 / Acre ARI Chaney
Street, LLC
ESCALATION OF MAXIMUM SPECIAL TAXES
On each July 1, commencing on July 1, 2016 the Maximum Special Tax shall increase by i) the
percentage increase in the Consumer Price Index (All Items) for Los Angeles - Riverside - Orange
County (1982-84 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent
(2.0%), whichever is greater.
City of Lake Elsinore 12
Community Facilities District No. 2015-2 (Maintenance Services)
APPENDIX B
CITY OF LAKE ELSINORE
COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES)
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2015-2, as provided by
Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing
and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-ways,
public landscaping, public open spaces and other similar landscaped areas officially dedicated for public
use. These services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which
maintenance and lighting services may include, without limitation, furnishing of electrical power to street
lights; repair and replacement of damaged or inoperative light bulbs, fixtures and standards; maintenance
(including irrigation and replacement) of landscaping vegetation situated on or adjacent to parks,
parkways, streets, roads and open space; maintenance and repair of irrigation facilities; maintenance of
public signage; graffiti removal from and maintenance and repair of public structures situated on parks,
parkways, streets, roads and open space; maintenance and repair of playground or recreation program
equipment or facilities situated on any park; and
(b) maintenance and operation of water quality improvements which include storm drainage
and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration
basins, flood control channels, fossil fuel filters, and similar facilities. Maintenance services may include
but is not limited to the repair, removal or replacement of all or part of any of the water quality
improvements, fossil fuel filters within the public right-of-way including the removal of petroleum
hydrocarbons and other pollutants from water runoff, or appurtenant facilities, clearing of inlets and
outlets; erosion repairs; and cleanup to improvements, and other items necessary for the maintenance,
servicing; or both of the water quality basin improvements within flood control channel improvements;
and
(c) public street sweeping, on the segments of the arterials within the boundaries of CFD No.
2015-2; as well as local roads within residential subdivisions located within CFD No. 2015-2; and any
portions adjacent to the properties within CFD No. 2015-2; and
In addition to payment of the cost and expense of the forgoing services, proceeds of the special tax may
be expended to pay “Administrative Expenses,” as said term is defined in the Rate and Method of
Apportionment.
The above services shall be limited to those provided within the boundaries of CFD No. 2015-2 or for the
benefit of the properties within the boundaries of CFD No. 2015-2, as the boundary is expanded from time
to time by anticipated annexations, and said services may be financed by proceeds of the special tax of
CFD No. 2015-2 only to the extent that they are in addition to those provided in the territory of CFD No.
2015-2 before CFD No. 2015-2 was created.
City of Lake Elsinore 13
Community Facilities District No. 2015-2 (Maintenance Services)
APPENDIX C
CITY OF LAKE ELSINORE
COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES)
PROPOSED BOUNDARIES AND POTENTIAL ANNEXATION AREA BOUNDARIES
SPECIAL TAX ELECTION
CITY OF LAKE ELSINORE
ANNEXATION OF TERRITORY TO
COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES)
ANNEXATION NO. 3
(April 11, 2017)
This ballot is for the use of the authorized representative of the following owner of land within
Annexation No. 3 of the Community Facilities District No. 2015-2 (Maintenance Services) (“CFD
No. 2015-2”) of the City of Lake Elsinore:
Name of Landowner Number of Acres Owned Total Votes
ARI Chaney Street, LLC 17.14 18
According to the provisions of the Mello-Roos Community Facilities Act of 1982, and resolutions
of the City Council (the “Council”) of the City of Lake Elsinore (the “City”), the above-named
landowner is entitled to cast the number of votes shown above under the heading “Total Votes,”
representing the total votes for the property owned by said landowner. The City has sent the
enclosed ballot to you so that you may vote on whether or not to approve the special tax.
This special tax ballot is for the use of the property owner of the parcels identified below, which
parcels are located within the territory proposed to be annexed to the CFD No. 2015-2, City of
Lake Elsinore, County of Riverside, State of California. Please advise the City Clerk, at (951)
674-3124 x 269 if the name set forth below is incorrect or if you are no longer one of the owners
of these parcels. This special tax ballot may be used to express either support for or opposition
to the proposed special tax. To be counted, this special tax ballot must be signed below by the
owner or, if the owner is not an individual, by an authorized representative of the owner. The
ballot must then be delivered to the City Clerk, either by mail or in person, as follows:
Mail
Delivery: If by mail, place ballot in the return envelope provided, and mail no later than March
28, 2017, two calendar weeks prior to the date set for the election. Mailing later
than this deadline creates the risk that the special tax ballot may not be received
in time to be counted.
Personal
Delivery: If in person, deliver to the City Clerk at any time up to 7:00 p.m. on April 11, 2017,
at the Clerk’s office at 130 N Main St. Lake Elsinore, CA 92530.
However delivered, this ballot must be received by the Clerk prior to the close of the public
meeting on April 11, 2017.
Very truly yours,
Susan M. Domen, MMC
City Clerk
City of Lake Elsinore
TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.
OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner: Assessor’s Parcel Number(s):
ARI Chaney Street, LLC
Attn: Rod K. Oshita
1601 N. Sepulveda Blvd. #401
Manhattan Beach, CA 90266
377-140-027
ANNEXATION OF TERRITORY TO
COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES)
ANNEXATION NO. 3
AN “X” OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT
SPECIAL TAX BALLOT MEASURE MARK “YES” OR “NO”
WITH AN “X”:
Shall the City Council of the City of Lake Elsinore be authorized to
levy a special tax on an annual basis at the rates and apportioned
as described in Exhibit C to the Resolution Declaring its Intention to
Annex Territory to Community Facilities District No. 2015-2
(Maintenance Services) adopted by the City Council on February
28, 2017 (the “Resolution”), which is incorporated herein by this
reference, within the territory identified on the map entitled
“Annexation Map No. 3 of Community Facilities District No. 2015-2
(Maintenance Services) City of Lake Elsinore” to finance certain
services as set forth in Section 4 to the Resolution (including
incidental expenses) and shall an appropriation limit be established
for Community Facilities District No. 2015-2 (Maintenance
Services) in the amount of special taxes collected?
YES _________
NO _________
Certification for Special Election Ballot
The undersigned is an authorized representative of the above-named landowner and is the
person legally authorized and entitled to cast this ballot on behalf of the above-named landowner.
I declare under penalty of perjury under the laws of the State of California that the foregoing is
true and correct and that this declaration is executed on ____________, 20__.
ARI Chaney Street, LLC
By: Rod K. Oshita, Partner
Signature
Print Name
Title
RESOLUTION NO. 2017 - ____
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,
CALIFORNIA, DECLARING ELECTION RESULTS FOR COMMUNITY FACILITIES
DISTRICT NO. 2015-2 (MAINTENANCE SERVICES) (ANNEXATION NO. 3)
Whereas, the City Council (Council) of the City of Lake Elsinore (City) has heretofore conducted
proceedings for the area proposed to be annexed to Community Facilities District No. 2015-2
(Maintenance Services) (CFD No. 2015-2) of the City, including conducting a Public Hearing
pursuant to Section 53339.5 of the Government Code; and,
Whereas,at the conclusion of said Public Hearing, the Council adopted a resolution calling a
special election for April 11, 2017, and submitting to the qualified electors of the territory to be
annexed to the CFD No. 2015-2 the question of levying special taxes on parcels of taxable
property therein for the purpose of providing certain services which are necessary to meet
increased demands placed upon the City as a result of the development of said real property as
provided in the form of special election ballot; and,
Whereas, a Certificate of Election Results, attached thereto as Exhibit A, dated April 11, 2017,
executed by the City Clerk (or, in the absence of the City Clerk, the Acting City Clerk – in either
case, the Clerk), has been filed with this Council, certifying that a completed ballot has been
returned to the Clerk for each landowner-voter(s) eligible to cast a ballot in said special election,
with all votes cast as “Yes” votes in favor of the ballot measure, and further certifying on said
basis that the special mailed-ballot election was closed; and,
Whereas, this Council has received, reviewed and hereby accepts the Clerk’s Certificate of
Election Results and wishes by this resolution to declare the results of the special mailed-ballot
election.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE DOES HEREBY
RESOLVE, DETERMINE AND ORDER AS FOLLOWS:
Section 1.Recitals. This Council finds and determines that the foregoing recitals are true and
correct.
Section 2.Ballot Measure. This Council hereby finds, determines and declares that the ballot
measure submitted to the qualified electors of the territory to be annexed to CFD No. 2015-2 has
been passed and approved by those qualified electors in accordance with Sections 53328 and
53329 of the Government Code.
Section 3.Annexation. This Council hereby finds, determines and declares that pursuant to
Section 53339.8 of the Government Code, the Council is authorized to determine that the territory
to be annexed has been added to and become a part of the CFD No. 2015-2 with full legal effect,
and the Council is also authorized, pursuant to said Section 53339.8, to annually levy special
taxes within the territory to be annexed to pay the costs of the services to be provided by the CFD
No. 2015-2 as specified in Resolution No. 2017-031 adopted by the Council on February 28,
2017. The boundaries of the territory annexed are shown on the map entitled, "Annexation Map
No. 3 Community Facilities District No. 2015-2 (Maintenance Services)" a copy of which was
recorded, on March 6, 2017, in Book 80 of Maps of Assessment and Community Facilities Districts
at Page 47, in the office of the Riverside County Recorder.
CC Res. No. 2017 - ____
Page 2 of 2
Section 4.Notice of Special Tax Lien. Pursuant to Section 53339.8 of the Government Code
and Section 3117.5 of the Streets and Highways Code, the City Clerk shall cause to be filed with
the County Recorder of the County of Riverside an amendment of the notice of special tax lien
and a map of the amended boundaries of the CFD No. 2015-2 including the annexed territory.
Section 5.Effect. This resolution shall take effect from and after its adoption.
Passed and Adopted this 11th day of April, 2017.
Robert E. Magee, Mayor
Attest:
Susan M. Domen, MMC
City Clerk
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.
CITY OF LAKE ELSINORE )
I, Susan M. Domen, MMC, City Clerk of the City of Lake Elsinore, California, do hereby certify
that Resolution No. 2017-____ was adopted by the City Council of the City of Lake Elsinore,
California, at the Regular meeting of April 11, 2017, and that the same was adopted by the
following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
_____________________________
Susan M. Domen, MMC
City Clerk
CITY OF LAKE ELSINORE
COMMUNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES)
ANNEXATION NO. 3
CERTIFICATE OF ELECTION RESULTS
I, the undersigned, being the Deputy City Clerk or the Acting City Clerk, as the
case may be, hereby certify:
In connection with the special mailed-ballot election called by the City Council (the
“City Council”) of the City of Lake Elsinore (the “City”) on this same date in the proceedings of the
City Council for the annexation of territory to the above-entitled community facilities district, I
personally received (a) a signed and dated waiver and consent form and (b) a signed, dated and
marked election ballot(s) on behalf of the owner(s) listed below, the entity named as the sole
landowner of the land within the boundary of the above-entitled community facilities district in the
Certificate Regarding Registered Voters and Landowners, dated March 9, 2017, and on file in the
office of the City Clerk of the City in connection with the City Council actions on that date. Copies
of the completed waiver and consent form and the completed ballot received by me and on file in
my office are attached hereto.
Following such receipt, I have personally, and in the presence of all persons
present, reviewed the ballot to confirm that it is properly marked and signed, and I hereby certify
the result of that count to be that the ballot was cast in favor of the measure.
Based upon the foregoing, all votes that were cast having been cast “Yes”, in favor
of the ballot measure, the measure has therefore passed.
Landowner
Qualified
Landowner Votes Votes Cast YES NO
ARI Chaney Street, LLC 18 18
I declare under penalty of perjury under the laws of the State of California that the
foregoing is true and correct and that this declaration is executed on ____________, 2017.
Susan M. Domen
MMC City Clerk
City of Lake Elsinore
By:
(Attach completed copies of Waiver/Consent and Ballots)
REBECCA SPENCER
Registrar of Voters
State of California
REGISTRAR OF VOTERS
COUNTY OF RIVERSIDE
CERTIFICATE OF REGISTRAR OF VOTERS
) ss
County of Riverside )
ART TINOCO
Assistant Registrar of Voters
I, Rebecca Spencer, Registrar of Voters of said County, hereby certify that:
(A) I have been furnished a map describing the proposed boundary of Community
Facilities District No. 2015-2, Annexation No. 3, (Maintenance Services), of the City of Lake
Elsinore, of the County of Riverside, State of California;
(B) On March 9, 2017, 1 conducted, or caused to be conducted, a review of the voter
registration records of the County of Riverside for the purpose of determining the number of voters
registered to vote within the proposed boundary of Community Facilities District No. 2015-2,
Annexation No. 3, (Maintenance Services), of the City of Lake Elsinore, of the County of Riverside.
(C) There are 0 registered voters residing within the proposed boundary of Community
Facilities District No. 2015-2, Annexation No. 3, (Maintenance Services), of the City of Lake
Elsinore, of the County of Riverside.
IN WITNESS WHEREOF, I have executed this Certificate on this 9th day of March 2017.
Rebecca Spencer
Registrar of Voters
By:
Christopher Neubauer
Chief Deputy Registrar of Voters
2724 Gateway Drive i Riverside, CA 92507-0918
(951) 486-7200 i TTY (951) 697-8966 i FAX (951) 486-7272
www.voteinfo.net
PETITION TO THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE REQUESTING
ANNEXATION OF PROPERTY TO COMMUNITY FACILITIES DISTRICT NO. 2015-2
(MAINTENANCE SERVICES) AND A WAIVER WITH RESPECTS TO CERTAIN
PROCEDURAL MATTERS UNDER THE MELLO-ROOS COMMUNITY FACILITIES ACT
OF 1982 AND CONSENTING TO THE LEVY OF SPECIAL TAXES THEREON TO PAY
THE COSTS OF SERVICES TO BE PROVIDED BY THE COMMUNITY FACILITIES
DISTRICT
1. THE UNDERSIGNED OWNER requests that the City Council of the City of
Lake Elsinore, initiate and conduct proceedings pursuant to Article 3.5 (commencing with
Government Code Section 53339) of the Mello -Roos Community Facilities Act of 1982, as
amended, being Chapter 2.5 (commencing with Section 53311) of Part I of Division 2 of Title 5
of the California Government Code, for the annexation of the property described below to
Community Facilities District No. 2015-2 (Maintenance Services) of the City of Lake Elsinore,
and consents to the annual levy of special taxes on such property to pay the costs of services to
be provided by the community facilities district, services that are permitted under the Mello -
Roos Community Facilities Act of 1982 including, without limitation, all necessary service,
operations, administration and maintenance required to keep the lighting of parks, parkways,
streets, roads and open space, which maintenance and lighting services may include, without
limitation, furnishing of electrical power to street lights; repair and replacement of damaged or
inoperative light bulbs, fixtures and standards; maintenance (including irrigation and
replacement) of landscaping vegetation situated on or adjacent to parks, parkways, streets,
roads and open space; maintenance and repair of irrigation facilities; maintenance of public
signage; graffiti removal from and maintenance and repair of public structures situated on
parks, parkways, streets, roads and open space; maintenance and repair of playground or
recreation program equipment or facilities situated on any park; maintenance and operation of
storm drainage and flood protection facilities, including, without limitation, drainage inlets, and
retention basins.
2. The undersigned hereby certifies that as of the date indicated opposite
their signatures, the landowner listed herein is the owner of all the property within the
proposed boundaries of the property described in Exhibit A hereto and as shown on the map
Exhibit B hereto.
3. The undersigned waives any requirement for the mailing of the ballot for
the special election and expressly agree that said election may be conducted by mailed or hand -
delivered ballot to be returned as quickly as possible to the designated election official, being
the office of the City Clerk of the City Council and the undersigned request that the results of
said election be canvassed and reported to the City Council at the same meeting of the City
Council as the public hearing on the annexation of territory to the established CFD of the
portion of the incorporated area of the City of Lake Elsinore into the community facilities
district or the next available meeting.
4. The undersigned expressly waives all applicable waiting periods for the
election and waives the requirement for analysis and arguments relating to the special election,
Petition Form
and consents to not having such materials provided to the landowner in the ballot packet, and
expressly waives any requirements as to the form of the ballot.
5. The undersigned expressly waives all notice requirements relating to
hearings and special elections, whether by posting, publishing or mailing, and whether such
requirements are found in the California Elections Code, the California Government Code or
other laws or procedures, including but limited to any notice provided for by compliance with
the provisions of Section 4101 of the California Elections Code.
6. The undersigned hereby consents to and expressly waives any and all
claims based on any irregularity, error, mistake or departure from the provisions of the Act or
other laws of the State and any and all laws and requirements incorporated therein, and no
step or action in any proceeding relative to the annexation of territory to the district of the
portion of the incorporated area of the City of Lake Elsinore or the special election therein shall
be invalidated or affected by any such irregularity, error mistake or departure.
20L L—
IN WITNESS WHEREOF, I hereunto set my hand this 1 day of AVCJe,
[NAME OF LANDOWNER]
By:
Name:
Title:
OWNER'S PROPERTY:
TRACT MAP OR PARCEL MAP NO.
or PROJECT NO.
OWNER'S MAILING ADDRESS:
FILED IN THE OFFICE OF THE CITY CLERK OF THE CITY COUNCIL OF THE CITY OF
LAKE ELSINORE THIS DAY OF , 20_.
City Clerk of the City Council of the
City of Lake Elsinore
Petition Form
Acknowledgment
A notary public or other officer completing this certificate
verifies only the identity of the individual who signed the
document to which this certificate is attached, and not the
truthfulness, accuracy, or validity of that document.
State of California
County of Los Angeles � \
On \ \ / 5 � / 16 before me, An Are w iiO \'Z'b V �" , Notary Public
personally appeared 12 cm,
ANDREW H CALIFORNIA� NOTARY PUBLIC- CALIFORNIA m
m = COMMISSION # 2099062
LOS ANGELES COUNTY
' M Comm. Exp. March 5. 2019
Place Notary Seal A—
who proved to me on the basis of satisfactory evidence to
be the person(s) whose names is/ subscribed to the
within instrument and acknowledged to me that
sdae/rey executed the same i is/ ' authorized
capacity(ies), and that byis/ r signature(s) on the
instrument the persons) or the entity upon behalf of
.f
which the person(s) acted, executed the instrument
I certify under PENALTY OF PERJURY under the laws
of th& State of California that the forgoing paragraph is
true and correct
WITNESS
Signature
my hand and official seal.
Description of AttachedA-,7 nay Title or Type of Docum'enQ
't: r ,7 'n ay �'�`�✓� � � �r
Document Date:
Signers) Other Than Named Above:
Capacity(ies) Claimed by Signer(s)
Signer's Name:
Number of Pages:
Signer's Name:
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