HomeMy WebLinkAboutItem No. 11 CFD No. 2006-1 Summerly Improvement Area 11Text File
City of Lake Elsinore 130 South Main Street
Lake Elsinore, CA 92530
www.lake-elsinore.org
File Number: RES 2018-12
Agenda Date: 11/27/2018 Status: Public HearingVersion: 1
File Type: ResolutionIn Control: City Council / Successor Agency
Agenda Number: 11)
Page 1 City of Lake Elsinore Printed on 11/20/2018
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:November 27, 2018
Subject: Change Proceedings for Improvement Area II of Community Facilities
District (CFD) No. 2006-1 (Summerly)
Recommendations
adopt A RESOLUTION 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. 2006-1 (SUMMERLY), APPROVING A FIRST
AMENDED AND RESTATED RATE AND METHOD OF APPORTIONMENT FOR
IMPROVEMENT AREA II AND CALLING AN ELECTION THEREIN; and,
adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,
CALIFORNIA, ACTING IN ITS CAPACITY AS THE LEGISLATIVE BODY OF CITY OF LAKE
ELSINORE COMMUNITY FACILITIES DISTRICT NO. 2006-1 (SUMMERLY), CERTIFYING
THE RESULTS OF THE NOVEMBER 27, 2018, SPECIAL ELECTION; and,
introduce AN ORDINANCE OF THE CITY COUNCIL OF CITY OF LAKE ELSINORE,
CALIFORNIA, ACTING AS THE LEGISLATIVE BODY OF CITY OF LAKE ELSINORE
COMMUNITY FACILITIES DISTRICT NO. 2006-1 (SUMMERLY) AUTHORIZING THE LEVY
OF A SPECIAL TAX WITHIN IMPROVEMENT AREA II OF SUCH DISTRICT
Background
The City of Lake Elsinore (City) formed City of Lake Elsinore Community Facilities District (CFD)
No. 2006-1 (Summerly) (District) in 2006 pursuant to the Mello-Roos Community Facilities
District Act of 1982. The District generally encompasses the development within the City known
as “Summerly.” McMillin Summerly, LLC, a Delaware limited liability company (Developer) is
currently the master developer of the Summerly development. Since the District was formed in
2006, the planned product mix within the various portions of the Summerly has changed. To
accommodate such changes in product mix and planned development, the Developer has
requested, and the City has undertaken proceedings relating to the reorganization of
improvement areas within the District and the tax rates within such improvement areas.
As a result of further changes in the development plan within Improvement Area II of the
Summerly project, the City has received a petition from the Developer requesting the current
CFD 2006-1 Summerly Improvement Area II
Page 2 of 2
change proceedings, which if approved, will amend the current rate and method of
apportionment of special taxes for Improvement Area II with the first amended rate and method
of apportionment of special taxes (First Amended Rate and Method).
If approved, the First Amended Rate and Method will reduce the special tax rates to be levied
within Improvement Area II from those currently in effect. The current special tax rates range
from $1,786.01 to $3,057.87 and will be reduced to range from $1,494.00 to $1,797.00 per
single family home.
On October 23, 2018, the Council adopted Resolution No. 2018-133, stating its intention to
consider approval of the First Amended Rate and Method and called for a public hearing to be
held on the approval of such First Amended Rate and Method.
Documents to be Approved
Following the public hearing to be held, approval of the first resolution will call for an election to
be held with respect to the approval of the First Amended Rate and Method. The City has
received a certificate of the Registrar of Voters certifying that there are less than 12 Registered
Voters residing within Improvement Area II of the District during the 90 days prior to the time of
the public hearing. Accordingly, the election to be held will be a landowner election pursuant to
which the landowners are the sole eligible voters within Improvement Area II of the District. The
Developer has also executed a consent and waiver to certain election law requirements allowing
the election to be conducted immediately following the public hearing.
Following the holding of the election, the Council will be asked to certify the election results and
assuming approval of the First Amended Rate and Method, introduce the Ordinance authorizing
the levy of the special tax in accordance with the First Amended Rate and Method.
Fiscal Impact
The Developer has made a deposit to pay for the costs of the change proceedings described
above. The District will annually levy special taxes on all of the taxable property within
Improvement Area II in accordance with the First Amended Rate and Method in order to pay for
the costs of facilities, debt service on bonds, the services and administration of the District. Any
bonds issued by the District for Improvement Area II are not obligations of the City and will be
secured solely by the Special Taxes levied in Improvement Area II.
Exhibits
A - Resolution Amending the RMA
B - Resolution Certifying Election Results
C - Ordinance
D - Landowner Waiver
E - Certificate of Registrar of Voters
RESOLUTION NO. 2018-______
RESOLUTION 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. 2006-1 (SUMMERLY), APPROVING A
FIRST AMENDED AND RESTATED RATE AND METHOD OF APPORTIONMENT
FOR IMPROVEMENT AREA II AND CALLING AN ELECTION THEREIN
Whereas,after a public hearing, on February 28, 2006, the City Council (Council) of the City of
Lake Elsinore (City) adopted Resolution Nos. 2006-30 and 2006-31, which formed City of Lake
Elsinore Community Facilities District No. 2006-1 (Summerly) (the “District” or “Community
Facilities District No. 2006-1”) and Improvement Area Nos. 1 through 3 therein, and called special
elections on February 28, 2006, within Improvement Area Nos. 1 through 3 of the District on three
propositions relating to the levying of a special tax, the incurring of bonded indebtedness and the
establishment of an appropriations limit for the District, which were approved by more than two-
thirds vote by the qualified electors on February 28, 2006; and,
Whereas, subsequent to the formation of the District, the District received a petition signed by
owners of the land within the boundaries of the District to dissolve Improvement Area Nos. 1
through 3 therein and to establish Improvement Areas A through F of the District, to authorize the
levy of the special tax in accordance with rates and methods of apportionment of special taxes
for Improvement Areas A through F and to authorize the District to incur bonded indebtedness for
Improvement Areas A through F; and,
Whereas, on January 25, 2011, the Council, acting as the legislative body of the District, adopted
Resolution Nos. 2011-005 and 2011-006, dissolving Improvement Area Nos. 1 through 3 therein,
establishing Improvement Areas A through F of the District and declaring the intention to incur
bonded indebtedness of the District for Improvement Areas A through F; and,
Whereas,after a public hearing, on March 8, 2011, the Council adopted Resolution Nos. 2011-
119 and 2011-120, which called special elections on March 8, 2011, within Improvement Areas A
through F of the District on three propositions relating to the levying of a special tax, the incurring
of bonded indebtedness and the establishment of an appropriations limit for the District, which
were approved by more than two-thirds vote by the qualified electors on March 8, 2011
(collectively, the “2011 Change Proceedings”); and,
Whereas,subsequent to the 2011 Change Proceedings, the District received a petition signed
by owners of the land within Improvement Areas C through F of the District to dissolve
Improvement Areas C through F and to establish Improvement Areas CC, DD, EE, FF, GG, HH
and II of the District from the areas within Improvement Areas C through F of the District; and,
Whereas, on February 25, 2014, the Council, acting as the legislative body of the District, adopted
Resolution Nos. 2014-2010 and 2011-2011, dissolving Improvement Areas C through F therein,
establishing Improvement Areas CC, DD, EE, FF, GG, HH and II of the District and declaring the
intention to incur bonded indebtedness of the District for Improvement Areas CC, DD, EE, FF,
GG, HH and II; and,
Whereas,after a public hearing, on April 8, 2014, the Council adopted Resolution Nos. 2014-016
and 2014-017, which called special elections on April 8, 2014 within Improvement Areas CC, DD,
EE, FF, GG, HH and II of the District on three propositions relating to the levying of a special tax,
CC Res. No. 2018- ______
Page 2 of 6
the incurring of bonded indebtedness and the increase of the appropriations limit for the District,
which were approved by more than two-thirds vote by the qualified electors on April 8, 2014; and,
Whereas, the District has received a petition signed by McMillin Summerly, LLC, a Delaware
limited liability company (the “Owner”), which owns land within Improvement Area II, the
boundaries of which are described in Resolution Nos. 2014-2010 and 2014-011 which petition
meets the requirements of Section 53332 of the Act, requesting that the District approve a new
rate and method of apportionment for Improvement Area II attached to the Resolution of Intention
(as defined below) as Attachment “A” (the “First Amended and Restated Rate and Method”); and,
Whereas, on October 23, 2018, the Council, acting as the legislative body of CFD No. 2006-1,
adopted Resolution No. 2018-133 (the “Resolution of Intention”), stating its intention to consider
the approval of the First Amended and Restated Rate and Method; and,
Whereas, a notice calling a public hearing on November 27, 2018, was published as required by
law relative to the intention of the Council to consider the approval the First Amended and
Restated Rate and Method; and,
Whereas, on November 27, 2018, the Council conducted a noticed public hearing to determine
whether it should proceed with the approval of the First Amended and Restated Rate and Method;
and,
Whereas, at the November 27, 2018, public hearing all persons desiring to be heard on all matters
pertaining to the approval of the First Amended and Restated Rate and Method were heard and
a full and fair hearing was held; and,
Whereas, the Council has determined that there have been fewer than twelve registered voters
residing in Improvement Area II for the period of 90 days prior to November 27, 2018, and that
the qualified electors in Improvement Area II are the landowners within Improvement Area II; and,
Whereas, on the basis of all of the foregoing, the Council has determined at this time to proceed
with the approval of the First Amended and Restated Rate and Method as described herein.
NOW, THEREFORE, THE CITY COUNCIL, ACTING AS THE LEGISLATIVE BODY OF CITY
OF LAKE ELSINORE COMMUNITY FACILITIES DISTRICT NO. 2006-1 (SUMMERLY), DOES
HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS:
Section 1.Each of the above recitals is true and correct.
Section 2.The Council hereby adopts the First Amended and Restated Rate and Method as
the rate and method for Improvement Area II of CFD No. 2006-1. Except where funds are
otherwise available, it is the intention of the Council, subject to the approval of the eligible voters
within Improvement Area II of CFD No. 2006-1, to levy the proposed special taxes at the rates for
CFD No. 2006-1 set forth in the First Amended and Restated Rate and Method on all non-exempt
property within Improvement Area II of CFD No. 2006-1 sufficient to pay for (i) the facilities and
improvements described in Resolution Nos. 2014-010, 2014-011 and 2014-016 (collectively, the
“Improvements”), (ii) the principal and interest and other periodic costs on the bonds proposed to
be issued by the District for Improvement Area II to finance the Improvements and incidental
expenses, including the establishment and replenishment of reserve funds, any remarketing,
credit enhancement and liquidity facility fees (including such fees for instruments which serve as
the basis of a reserve fund in lieu of cash), administrative expenses and other expenses of the
CC Res. No. 2018- ______
Page 3 of 6
type permitted by Section 53345.3 of the Act (collectively, the “Incidental Expenses”); (iii) the
Incidental Expenses; and (iv) the services described in Resolution Nos. 2014-010 and 2014-016
(the “Services”). The First Amended and Restated Rate and Method is described in detail in
Attachment “A” to the Resolution of Intention which is incorporated herein by this reference, and
the Council hereby finds that the First Amended and Restated Rate and Method contains
sufficient detail to allow each landowner within Improvement Area II of the District to estimate the
maximum amount that may be levied against each parcel.
The Special Tax for Facilities (as defined in the First Amended and Restated Rate and
Method) shall be levied on each assessor’s parcel for a period not to exceed Fiscal Year 2059-
60. The Special Tax for Services (as defined in the First Amended and Restated Rate and
Method) shall be levied in perpetuity to fund the Special Tax for Services Requirement, unless no
longer required as determined at the sole discretion of the City Council.
Section 3.Upon recordation of a first amended and restated 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 non-exempt real property in Improvement Area II of the District and
this lien shall continue in force and effect until the special tax obligation is prepaid and
permanently satisfied and the lien canceled in accordance with law or until collection of the special
tax by the District ceases.
Section 4.The indebtedness is to be incurred for the purpose of financing the costs of
purchasing, constructing, modifying, expanding, improving, or rehabilitating the Improvements, as
described in Resolution No. 2014-2011, financing the Incidental Expenses, and carrying out the
powers and purposes of CFD No. 2006-1, including, but not limited to, financing the costs of
selling the bonds, establishing and replenishing bond reserve funds and paying remarketing,
credit enhancement and liquidity facility fees (including such fees for instruments which serve as
the basis of a reserve fund in lieu of cash), administrative expenses and other expenses of the
type authorized by Section 53345.3 of the Act.
Section 5.The Council, acting as the legislative body of CFD No. 2006-1 determines that the
property within Improvement Area II of CFD No. the 2006-1 will be benefited by the Services to
be provided as set forth in the First Amended and Restated Rate and Method.
Section 6.Written protests against the approval of the First Amended and Restated Rate and
Method have not been filed by one-half or more of the registered voters within the boundaries of
Improvement Area II of the District or by the property owners of one-half or more of the area of
land within the boundaries of Improvement Area II of the District. The Council hereby finds that
the approval of the First Amended and Restated Rate and Method with respect to CFD No. 2006-
1 has not been precluded by a majority protest pursuant to Section 53337 of the Act.
Section 7. An election is hereby called for Improvement Area II of CFD No. 2006-1 on the
proposition of approving the First Amended and Restated Rate and Method. The proposition to
be placed on the ballot for Improvement Area II of the District is attached hereto as Attachment
“A.” Following certification of a landowner vote in favor of the adoption of the First Amended and
Restated Rate and Method, the District shall record a first amended and restated notice of special
tax lien for Improvement Area II of the District.
Section 8.The date of the foregoing election for Improvement Area II of the District shall be
November 27, 2018, or such later date as is consented to by the City Clerk and the landowners
within Improvement Area II of the District. The City Clerk shall conduct the election. Except as
CC Res. No. 2018- ______
Page 4 of 6
otherwise provided by the Act, the election shall be conducted by personally delivered or mailed
ballot and, except as otherwise provided by the Act, the election shall be conducted in accordance
with the provisions of law regulating elections of the City insofar as such provisions are determined
by the City Clerk to be applicable.
Section 9.It is hereby found that there are not more than twelve registered voters within the
territory of Improvement Area II of the District, and, pursuant to Section 53326 of the Act, each
landowner who is the owner of record on the date hereof, or the authorized representative thereof,
shall have one vote for each acre or portion thereof that he or she owns within Improvement Area
II of the District.
Section 10.This Resolution shall be effective upon its adoption.
Passed and Adopted on this 27
th day of November, 2018.
_____________________________
Natasha Johnson, 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. 2018-______ was adopted by the City Council of the City of Lake Elsinore,
CC Res. No. 2018- ______
Page 5 of 6
California, at the Regular meeting of November 27, 2018, and that the same was adopted by the
following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
___________________________
Susan M. Domen, MMC
City Clerk
CC Res. No. 2018- ____
Page 6 of 6
ATTACHMENT “A”
SAMPLE BALLOT
COMMUNITY FACILITIES DISTRICT NO. 2006-1 (SUMMERLY)
OF CITY OF LAKE ELSINORE
(IMPROVEMENT AREA II)
SPECIAL ELECTION
November 27, 2018
This ballot represents ___ votes.
To vote, write or stamp a cross (“+” or “X”) in the voting square after the word “YES” or
after the word “NO”. All marks otherwise made are forbidden. All distinguishing marks are
forbidden and make the ballot void.
If you wrongly mark, tear or deface this ballot, return it to the City Clerk of City of Lake
Elsinore and obtain another.
PROPOSITION A: Shall special taxes with a First Amended and Restated
Rate and Method of apportionment (the “First Amended and Restated Rate
and Method”) as provided in Attachment “A” to Resolution No. 2018-133
adopted by the City Council of the City of Lake Elsinore on October 23,
2018, acting as the legislative body of City of Lake Elsinore Community
Facilities District No. 2006-1 (Summerly) (the “District”), be levied to pay for
the Improvements, Incidental Expenses, Services and other purposes
described in Resolution Nos. 2014-010, 2014-011 and 2014-016 described
in the First Amended and Restated Rate and Method, including the payment
of the principal of and interest on bonds issued to finance the Improvements
and Incidental Expenses for the District?
YES______
NO_______
RESOLUTION NO. 2018- ________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,
CALIFORNIA, ACTING IN ITS CAPACITY AS THE LEGISLATIVE BODY OF CITY
OF LAKE ELSINORE COMMUNITY FACILITIES DISTRICT NO. 2006-1
(SUMMERLY), CERTIFYING THE RESULTS OF THE NOVEMBER 27, 2018,
SPECIAL ELECTION
Whereas, the City Council (Council) of City of Lake Elsinore (City), acting as the legislative
body of City of Lake Elsinore Community Facilities District No. 2006-1 (Summerly) (“CFD No.
2006-1” or the “District”) called and duly held an election on November 27, 2018, within the
boundaries of Improvement Area II of the District pursuant to Resolution No. 2018-___ for the
purpose of presenting to the qualified electors within Improvement Area II of the District the
proposition attached hereto as Attachment “A”; and,
Whereas, there has been presented to the Council a certificate of the City Clerk canvassing the
results of the election, a copy of which is attached hereto as Attachment “B”.
NOW, THEREFORE, THE CITY COUNCIL, ACTING AS THE LEGISLATIVE BODY OF CITY
OF LAKE ELSINORE COMMUNITY FACILITIES DISTRICT NO. 2006-1 (SUMMERLY), DOES
HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS:
Section 1.Each of the above recitals is true and correct and is adopted by the legislative
body of the District.
Section 2. Proposition A presented to the qualified electors of Improvement Area II of the
District on November 27, 2018, was approved by more than two-thirds of the votes cast at the
election held for Improvement Area II of the District, and Proposition A has carried. The Council
is hereby authorized to levy on the land within Improvement Area II of the District the special tax
described in Proposition A for the purposes described therein and to take the necessary steps
to levy the special tax authorized by Proposition A.
Section 3.The City Clerk is hereby directed to record in the Office of the County Recorder
within fifteen days of the date hereof a first amended and restated notice of special tax lien
which Bond Counsel to the District shall prepare in the form required by Streets and Highways
Code Section 3114.5.
Section 4.This Resolution shall take effect immediately upon its adoption.
Section 5. The City Clerk shall certify to the adoption of this Resolution and enter it into the
book of original Resolutions.
CC Res. No 2018- _____
Page 2 of 4
Passed and Adopted on this 27
th day of November, 2018.
_____________________________
Natasha Johnson, 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. 2018-______ was adopted by the City Council of the City of Lake Elsinore,
California, at the Regular meeting of November 27, 2018, and that the same was adopted by
the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
___________________________
Susan M. Domen, MMC
City Clerk
CC Res. No 2018- _____
Page 3 of 4
ATTACHMENT A
SAMPLE BALLOT
COMMUNITY FACILITIES DISTRICT NO. 2006-1 (SUMMERLY)
OF CITY OF LAKE ELSINORE
(IMPROVEMENT AREA II)
SPECIAL ELECTION
November 27, 2018
This ballot represents ___ votes.
To vote, write or stamp a cross (“+” or “X”) in the voting square after the word “YES” or
after the word “NO”. All marks otherwise made are forbidden. All distinguishing marks are
forbidden and make the ballot void.
If you wrongly mark, tear or deface this ballot, return it to the City Clerk of City of Lake
Elsinore and obtain another.
PROPOSITION A: Shall special taxes with a First Amended and Restated
Rate and Method of apportionment (the “First Amended and Restated
Rate and Method”) as provided in Attachment “A” to Resolution No. 2018-
133 adopted by the City Council of the City of Lake Elsinore on October
23, 2018, acting as the legislative body of City of Lake Elsinore
Community Facilities District No. 2006-1 (Summerly) (the “District”), be
levied to pay for the Improvements, Incidental Expenses, Services and
other purposes described in Resolution Nos. 2014-010, 2014-011 and
2014-016 described in the First Amended and Restated Rate and Method,
including the payment of the principal of and interest on bonds issued to
finance the Improvements and Incidental Expenses for the District?
YES______
NO_______
Page 4 of 4
ATTACHMENT B
CERTIFICATE OF CITY CLERK
AS TO THE RESULTS OF THE CANVASS OF THE ELECTION RETURNS
I, Susan M. Domen, MMC, City Clerk of the City of Lake Elsinore, do hereby certify that I
have examined the returns of the Special Tax Election for Improvement Area II of City of Lake
Elsinore Community Facilities District No. 2006-1 (Summerly). The election was held in the
Lake Elsinore Cultural Center at 183 North Main Street, Lake Elsinore, California, on November
27, 2018. I caused to be delivered ballots to each qualified elector. ____ (__) ballots were
returned.
I further certify that the results of said election and the number of votes cast for and
against Proposition A are as follows:
PROPOSITION A
YES:
NO:
TOTAL:
Dated this 27th day of November, 2018.
__________________________
Susan M. Domen, MMC, City Clerk
City of Lake Elsinore
ORDINANCE NO. 2018- __________
ORDINANCE OF THE CITY COUNCIL OF CITY OF LAKE ELSINORE,
CALIFORNIA, ACTING AS THE LEGISLATIVE BODY OF CITY OF LAKE
ELSINORE COMMUNITY FACILITIES DISTRICT NO. 2006-1 (SUMMERLY)
AUTHORIZING THE LEVY OF A SPECIAL TAX WITHIN IMPROVEMENT AREA II
OF SUCH DISTRICT
Whereas,after a public hearing, on February 28, 2006, the City Council (Council) of the City of
Lake Elsinore (City) adopted Resolution Nos. 2006-30 and 2006-31, which formed City of Lake
Elsinore Community Facilities District No. 2006-1 (Summerly) (the “District” or “Community
Facilities District No. 2006-1”) and Improvement Area Nos. 1 through 3 therein, and called
special elections on February 28, 2006, within Improvement Area Nos. 1 through 3 of the
District on three propositions relating to the levying of a special tax, the incurring of bonded
indebtedness and the establishment of an appropriations limit for the District, which were
approved by more than two-thirds vote by the qualified electors on February 28, 2006; and,
Whereas, subsequent to the formation of the District, the District received a petition signed by
owners of the land within the boundaries of the District to dissolve Improvement Area Nos. 1
through 3 therein and to establish Improvement Areas A through F of the District, to authorize
the levy of the special tax in accordance with rates and methods of apportionment of special
taxes for Improvement Areas A through F and to authorize the District to incur bonded
indebtedness for Improvement Areas A through F; and,
Whereas, on January 25, 2011, the Council, acting as the legislative body of the District,
adopted Resolution Nos. 2011-005 and 2011-006, dissolving Improvement Area Nos. 1 through
3 therein, establishing Improvement Areas A through F of the District and declaring the intention
to incur bonded indebtedness of the District for Improvement Areas A through F; and,
Whereas,after a public hearing, on March 8, 2011, the Council adopted Resolution Nos. 2011-
119 and 2011-120, which called special elections on March 8, 2011, within Improvement Areas
A through F of the District on three propositions relating to the levying of a special tax, the
incurring of bonded indebtedness and the establishment of an appropriations limit for the
District, which were approved by more than two-thirds vote by the qualified electors on March 8,
2011 (collectively, the “2011 Change Proceedings”); and,
Whereas,subsequent to the 2011 Change Proceedings, the District received a petition signed
by owners of the land within Improvement Areas C through F of the District to dissolve
Improvement Areas C through F and to establish Improvement Areas CC, DD, EE, FF, GG, HH
and II of the District from the areas within Improvement Areas C through F of the District; and,
Whereas, on February 25, 2014, the Council, acting as the legislative body of the District,
adopted Resolution Nos. 2014-2010 and 2011-2011, dissolving Improvement Areas C through F
therein, establishing Improvement Areas CC, DD, EE, FF, GG, HH and II of the District and
declaring the intention to incur bonded indebtedness of the District for Improvement Areas CC,
DD, EE, FF, GG, HH and II; and,
Whereas,after a public hearing, on April 8, 2014, the Council adopted Resolution Nos. 2014-
016 and 2014-017, which called special elections on April 8, 2014, within Improvement
Areas CC, DD, EE, FF, GG, HH and II of the District on three propositions relating to the levying
of a special tax, the incurring of bonded indebtedness and the increase of the appropriations
Ord. No. 2018- _______
Page 2 of 4
2
limit for the District, which were approved by more than two-thirds vote by the qualified electors
on April 8, 2014 (collectively, the “2014 Change Proceedings”); and,
Whereas, subsequent to the 2014 Change Proceedings, the District received a petition signed
by McMillin Summerly, LLC, a Delaware limited liability company, which owns land within
Improvement Area II, the boundaries of which are described in Resolution Nos. 2014-2010 and
2014-011 which petition meets the requirements of Section 53332 of the Act, requesting that the
District approve a new rate and method of apportionment for Improvement Area II; and,
Whereas, on October 23, 2018, the Council, acting as the legislative body of CFD No. 2006-1,
adopted Resolution No. 2018-133 (the “Resolution of Intention”), stating its intention to consider
the approval of the First Amended and Restated Rate and Method of Apportionment attached
thereto as Attachment “A” (the “First Amended and Restated Rate and Method”); and,
Whereas, a notice calling a public hearing on November 27, 2018, was published as required
by law relative to the intention of the Council to consider the approval the First Amended and
Restated Rate and Method; and,
Whereas, on November 27, 2018, the Council conducted a noticed public hearing to determine
whether it should proceed with the approval of the First Amended and Restated Rate and
Method; and,
Whereas, at the November 27, 2018, public hearing all persons desiring to be heard on all
matters pertaining to the approval of the First Amended and Restated Rate and Method were
heard and a full and fair hearing was held; and,
Whereas, on November 27, 2018, following the close of the public hearing, the Council adopted
Resolution No. 2018-___ (the “Change Resolution”), which called a special election on
November 27, 2018, within Improvement Area II of CFD No. 2006-1 on the approval of the First
Amended and Restated Rate and Method; and,
Whereas, on November 27, 2018, a special election was held within Improvement Area II of
CFD No. 2006-1 at which the qualified electors approved by more than a two-thirds vote,
Proposition A, approving the First Amended and Restated Rate and Method for CFD No. 2006-
1.
NOW, THEREFORE, THE CITY COUNCIL, ACTING AS THE LEGISLATIVE BODY OF CITY
OF LAKE ELSINORE COMMUNITY FACILITIES DISTRICT NO. 2006-1 (SUMMERLY),
ORDAINS AS FOLLOWS:
Section 1.The above recitals are all true and correct.
Section 2.By the passage of this Ordinance, the City Council authorizes the levy of a
special tax within Improvement Area II of CFD No. 2006-1 at the maximum rates and in
accordance with the First Amended and Restated Rate and Method.
Section 3.The City Council is hereby further authorized to determine in each subsequent
fiscal year, by ordinance, or by resolution if permitted by then applicable law, on or before
August 10 of each year, or such later date as is permitted by law, the specific special tax rate
and amount to be levied on each parcel of land in the Improvement Area II of the District
pursuant to the First Amended and Restated Rate and Method. The special tax rates to be
Ord. No. 2018- _______
Page 3 of 4
3
levied pursuant to the First Amended and Restated Rate and Method shall not exceed the
applicable maximum rates set forth therein, but the special tax may be levied at a lower rate.
Section 4.Properties or entities of the state, federal or other local governments shall be
exempt from the special tax, except as otherwise provided in Sections 53317.3 and 53317.5 of
the Act and the First Amended and Restated Rate and Method. No other properties or entities
are exempt from the special tax unless the properties or entities are expressly exempted in
Resolution No. 2014-2010 or the Change Resolution, or in a resolution of consideration to levy a
new special tax or special taxes or to alter the rate or method of apportionment of an existing
special tax as provided in Section 53334 of the Act.
Section 5.All of the collections of the special tax pursuant to the First Amended and
Restated Rate and Method shall be used as provided for in the Act, Resolution No. 2014-2010
and the Change Resolution. The special tax shall be levied within Improvement Area II of the
District only so long as needed for the purposes described in Resolution No. 2014-2010 and in
the Change Resolution.
Section 6.The special tax levied pursuant to the First Amended and Restated Rate and
Method 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 (which such procedures
include the exercise of all rights and remedies permitted by law to make corrections, including,
but not limited to, the issuance of amended or supplemental tax bills), as such procedure may
be modified by law or by the City Council from time to time.
Section 7.As a cumulative remedy, if any amount levied as a special tax for payment of the
interest or principal of any bonded indebtedness of the District issued for Improvement Area II,
together with any penalties and other charges accruing under this Ordinance, are not paid when
due, the City Council may, not later than four years after the due date of the last installment of
principal on such bonds, order that the same be collected by an action brought in the superior
court to foreclose the lien of such special tax.
Section 8.The Mayor shall sign this Ordinance and the City Clerk shall attest to the Mayor’s
signature and then cause the same to be published within fifteen (15) days after its passage at
least once in a newspaper of general circulation published and circulated in the City of Lake
Elsinore.
Section 9.This Ordinance relating to the levy of the special tax within Improvement Area II
of the District shall take effect 30 days following its final passage, and the specific authorization
for adoption is pursuant to the provisions of Section 53340 of the Act.
Section 10.The City Clerk is hereby authorized to transmit a certified copy of this ordinance
to the Riverside County Assessor and Treasurer-Tax Collector, and to perform all other acts
which are required by the Act, this Ordinance or by law in order to accomplish the purpose of
this Ordinance.
Passed and Adopted on this 27
th day of November, 2018.
_____________________________
Natasha Johnson, Mayor
Ord. No. 2018- _______
Page 4 of 4
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 Ordinance No. 2018-____ was adopted by the City Council of the City of Lake Elsinore,
California, at the Regular meeting of November 27, 2018, and that the same was adopted by
the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
_____________________________
Susan M. Domen, MMC
City Clerk
WAIVER OF CERTAIN ELECTION PROCEDURES
WITH RESPECT TO LANDOWNER ELECTION FOR
CITY OF LAKE ELSINORE
COMMUNITY FACILITIES DISTRICT NO. 2006-1 (SUMMERLY)
(IMPROVEMENT AREA II)
The undersigned, Brian Milich, acting on behalf of McMillin Summerly, LLC, Delaware
limited liability company (the “Owner”), hereby certifies to the City of Lake Elsinore (the “City”),
with respect to the proposed change proceedings for Improvement Area II of City of Lake
Elsinore Community Facilities District No. 2006-1 (Summerly) (the “District”), as follows:
1.The undersigned has been duly authorized by the Owner and possesses all
authority necessary to execute this Waiver on behalf of the Owner in connection with the
election to be called by the Council of the City with respect to Improvement Area II of the
District. The Owner hereby appoints Brian Milich and to act as its authorized representative to
vote in the election referred to herein and certifies his true and exact signature is set forth
below:
Signature of Brian Milich: __________________________________
2.The Owner is the present owner of 33.42 acres of land located within the
boundaries of Improvement Area II of the District. There are no registered voters residing within
the territory owned by the Owner and have been none during the 90-day period preceding
November 27, 2018.
3.The Owner has received notice of the November 27, 2018, public hearing (the
“Public Hearing”) to be held by the Council of the City regarding the approval of a new Rate and
Method of Apportionment for Improvement Area II of the District (the “Change Proceedings”).
The Owner agrees that it received adequate notice of the November 27, 2018 Public Hearing.
4.The Owner has received from the City and the City has made available to the
Owner necessary and relevant information regarding the proposed Change Proceedings, as set
forth in Resolution No. 2018-133 adopted by the Council on October 23, 2018 (the
“Resolution”).
5.The undersigned understands that if the Change Proceedings are undertaken on
or after November 27, 2018, an election will be held by the District within Improvement Area II of
the District on the proposition set forth in the sample ballot attached hereto as Exhibit “A” less
than 90 days after the close of the November 27, 2018, Public Hearing as in accordance with
Section 53326 of the Government Code, without the preparation of an impartial analysis,
arguments or rebuttals concerning the election as provided for by Elections Code Sections 9160
to 9167, inclusive, and 9190 and without preparation of a tax rate statement as provided in
Section 9401 of the Elections Code and without further notice of such election as required
pursuant to the Elections Code or the Government Code. Having been fully advised with
respect to the election, in accordance with the authority contained in Government Code
Sections 53326 and 53327, the Owner waives compliance with the foregoing provisions of the
Elections Code and Government Code, with any time limits or other procedural requirements
pertaining to the conduct of the election which are not being complied with and consents to
having the election on any date on or after the close of the November 27, 2018, Public Hearing
and consents to the closing of the election as soon as all ballots are received by the City Clerk.
2
6.The undersigned hereby represents that compliance with the procedural
requirements for conducting the election, including the receipt of any ballot arguments and
impartial analysis and the time limitations which apply in connection with scheduling, mailing
and publishing notices for such an election, are unnecessary in light of the fact that the
undersigned has received sufficient information regarding the imposition of the special tax as
set forth in the Resolution to allow it to properly complete the attached ballot. The Owner further
waives its right to make any protest or complaint or undertake any legal action challenging the
validity of the election or the levy of the special tax to finance facilities and services for the
benefit of the District or to repay bonded indebtedness issued by the District for Improvement
Area II.
Dated: November __, 2018
MCMILLIN SUMMERLY, LLC, a Delaware limited
liability company
By: PV Development Management LLC, a
Delaware limited liability company, as property
manager
By: Pacific Ventures Management LLC, a Delaware
limited liability company, its Manager
By:
Name: Brian Milich
Title:Vice President
A-1
EXHIBIT A
SAMPLE BALLOT
COMMUNITY FACILITIES DISTRICT NO. 2006-1 (SUMMERLY)
OF CITY OF LAKE ELSINORE
(IMPROVEMENT AREA II)
SPECIAL ELECTION
November 27, 2018
This ballot represents ___ votes.
To vote, write or stamp a cross (“+” or “X”) in the voting square after the word “YES” or
after the word “NO”. All marks otherwise made are forbidden. All distinguishing marks are
forbidden and make the ballot void.
If you wrongly mark, tear or deface this ballot, return it to the City Clerk of City of Lake
Elsinore and obtain another.
PROPOSITION A: Shall special taxes with a First Amended and Restated
Rate and Method of apportionment (the “First Amended and Restated
Rate and Method”) as provided in Attachment “A” to Resolution No. 2018-
133 adopted by the City Council of the City of Lake Elsinore on October
23, 2018, acting as the legislative body of City of Lake Elsinore
Community Facilities District No. 2006-1 (Summerly) (the “District”), be
levied to pay for the Improvements, Incidental Expenses, Services and
other purposes described in Resolution Nos. 2014-010, 2014-011 and
2014-016 described in the First Amended and Restated Rate and Method,
including the payment of the principal of and interest on bonds issued to
finance the Improvements and Incidental Expenses for the District?
YES______
NO_______
REBECCA SPENCER
Registrar of Voters
State of California
�{ O F k / j,#
f, s
i
MQ�
REGISTRAR OF VOTERS
COUNTY OF RIVERSIDE
CERTIFICATE OF REGISTRAR OF VOTERS
) ss
County of Riverside )
ART T1NOCO
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. 2006-1 IA II (Summerly), of the City of Lake Elsinore, of the County of
Riverside, State of California;
(B) On October 26, 2018, 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. 2006-
1 IA li (Summerly), 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. 2006-1 IA II (Summerly), of the City of Lake Elsinore, of the County of
Riverside.
IN WITNESS WHEREOF, I have executed this Certificate on this 26th day of October
2018,
Rebecca Spencer
Registrar of Votef�-,
By:
Arty i o
TOMZIMM
Assistant Registrar of Voters
2724 Gateway Drive I Riverside, CA 92507-0918
(951) 486-7200 1 TTY (951) 697-8966 1 FAX (951) 486-7272
www.voteinfo.net