HomeMy WebLinkAboutCC Reso No 2019-097 CFD 2019-2 Certifying Election ResultsRESOLUTION NO. 2019 -097
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,
CALIFORNIA, ACTING IN ITS CAPACITY AS THE LEGISLATIVE BODY OF
COMMUNITY FACILITIES DISTRICT NO. 2019 -2 OF THE CITY OF LAKE ELSINORE
(NICHOLS RANCH) CERTIFYING ELECTION RESULTS
Whereas, the City Council of the City of Lake Elsinore called and duly held an election on
December 10, 2019 within the boundaries of Community Facilities District No. 2019 -2 of the City
of Lake Elsinore (Nichols Ranch) ( "Community Facilities District No. 2019 -2" or the "District ")
pursuant to Resolution Nos. 2019 - and 2019 -_ for the purpose of presenting to the qualified
electors within the District Propositions A, B and C, attached hereto as Attachment A; and,
Whereas, there has been presented to this City Council a certificate of the City Clerk or Deputy
City Clerk (referred to herein as the "City Clerk ") canvassing the results of the election, a copy of
which is attached hereto as Attachment B.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE HEREBY
FINDS, DETERMINES, RESOLVES, AND ORDERS 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. Propositions A, B and C presented to the qualified electors of the District on
December 10, 2019 were approved by more than two - thirds of the votes cast at said election
and Propositions A, B and C each has carried. The City Council, acting as the legislative body
of the District, is hereby authorized to levy on the land within the District the special tax
described in Proposition B for the purposes described therein and to take the necessary steps
to levy the special tax authorized by Proposition B and to issue bonds in an amount not to
exceed $10,000,000 specified in Proposition A.
Section 3. The City Clerk is hereby directed to record in the Assessor - County Clerk -
Recorder's office of the County of Riverside within fifteen days of the date hereof a notice of
special tax lien with respect to the District 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 be effective up
Passed and Adopted on this 10th day of Decen
Attest:
N.
Candice 4arez, MC
City Clerkf
CC Res. No. 2019 -097
Page 2 of 4
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.
CITY OF LAKE ELSINORE )
I, Candice Alvarez, MMC City Clerk of the City of Lake Elsinore, California, do hereby certify
that Resolution No. 2019 -097 was adopted by the City Council of the City of Lake Elsinore,
California, at the Regular meeting of December 10, 2019 and that the same was adopted by the
following vote:
AYES: Council Members Sheridan, Johnson and Magee; Mayor Pro -Tern Tisdale and Mayor Manos
NOES: None
ABSENT: None
ABSTAIN: None
Candice Agar z, MMC
City Clerk
ATTACHMENT A
BALLOT PROPOSITIONS
COMMUNITY FACILITIES DISTRICT NO. 2019 -2
OF THE CITY OF LAKE ELSINORE (NICHOLS RANCH)
SPECIAL TAX AND SPECIAL BOND ELECTION
December 10, 2019
PROPOSITION A: Shall Community Facilities District
No. 2019 -2 of the City of Lake Elsinore (Nichols Ranch)
(the "District ") incur an indebtedness and issue bonds in
the maximum principal amount of $10,000,000, with
interest at a rate or rates not to exceed the maximum
interest rate permitted by law, to finance the Facilities
and the Incidental Expenses described in Resolution No.
2019 -083 of the City Council of the City of Lake
Elsinore?
PROPOSITION B: Shall a special tax with a rate and
method of apportionment as provided in Resolution No.
2019 -083 of the City Council of the City of Lake Elsinore
be levied to pay for the Facilities, Incidental Expenses
and other purposes described in Resolution No. 2019-
083, including the payment of the principal of and
interest on bonds issued to finance the Facilities and
Incidental Expenses?
YES
NO
YES
1IWO
PROPOSITION C: For each year commencing with
Fiscal Year 2020 -21, shall the appropriations limit, as YES
defined by subdivision (h) of Section 8 of Article XIII B of
the California Constitution, for Community Facilities NO
District No. 2019 -2 be an amount equal to $4,000,000?
ATTACHMENT B
CERTIFICATE OF CITY CLERK
AS TO THE RESULTS OF THE CANVASS OF THE ELECTION RETURNS
I, Candice Alvarez, MMC, City Clerk of the City of Lake Elsinore, do hereby certify that I
have examined the returns of the Special Tax and Bond Election for Community Facilities
District No. 2019 -2 (Nichols Ranch) of the City of Lake Elsinore (the "City "). The election was
held in the Lake Elsinore Cultural Center at 183 North Main Street, Lake Elsinore, California, on
December 10, 2019. 1 caused to be delivered ballots to each qualified elector. (_) ballots
were returned. 0
I further certify that the results of said election and the number of votes cast for and
against Propositions A, B and C are as follows:
PROPOSITION A PROPOSITION
PROPOSITION C
YES: YES: YES:
NO:
NO:
NO:
TOTAL: TOTAL: TOTAL:
Dated this 10'h day of December, 2019.
Candice Alvarez, MMC
Candice Alvarez, MMC, City Clerk
City of Lake Elsinore
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. 2015 -1 (SAFETY 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 -1 (Safety Services) (the "CFD No. 2015 -1" or "CFD ";
defined below), in each Fiscal Year, (defined below), commencing in the Fiscal Year beginning July 1, 2016,
in an amount determined by the City Council of the City of Lake Elsinore, acting in its capacity as the
legislative body of CFD No. 2015 -1, by applying the rate and method of apportionment set forth below.
All of the real property in CFD No. 2015 -1, unless exempted by law or by the provisions herein, shall be
taxed to the extent and in the manner provided herein.
A. DEFINITIONS
"Administrative Expenses" means the actual or reasonably estimated costs directly related to the
formation, annexation, and administration of CFD No. 2015 -1 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 -1, or any designee thereof
associated with fulfilling the CFD No. 2015 -1 reporting requirements; the costs associated with
responding to public inquiries regarding the Special Taxes; the costs of the City, CFD No. 2015 -1 or
any designee thereof related to an appeal of the Special Tax; and the City's annual administration fees
and third party expenses. Administrative Expenses shall also include amounts estimated or advanced
by the City or CFD No. 2015 -1 for any other administrative purposes of CFD No. 2015 -1, 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.
"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 the identification number assigned to a parcel by the County
Assessor of the County of Riverside.
"CFD" or "CFD No. 2015 -1" means the City of Lake Elsinore Community Facilities District No. 2015 -1
(Safety Services).
"City" means the City of Lake Elsinore.
"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.
"Developed Multi - Family Property" means all Assessor's Parcels of Developed Property for which a
building permit or use permit for the construction of a residential structure with two or more
City of Lake Elsinore Page 1
Community Facilities District No. 2015 -1 (Safety Services)
Residential Units that share a single Assessor's Parcel Number, as determined by the Administrator,
has been issued prior to March 1 preceding the Fiscal Year in which the Special Tax is being levied.
"Developed Single Family Property" means any residential property other than a Developed Multi -
Family Property on an Assessor's Parcel for which a building permit for new construction has been
issued by the City 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 E.
"Fiscal Year" means the period from and including July 1St of any year to and including the following
June 30tH
"Maximum Special Tax" means the Maximum Special Tax, as applicable, levied within the CFD for
any Fiscal Year.
"Future Annexation Area" means any area included inside the boundaries of the proposed boundary
map included in Appendix C.
"Proportionately" means for Taxable Property, that the ratio of the actual Special Tax levy to the
Maximum Special Tax is the same for all Assessor's Parcels.
"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.
"Services" 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 -1 as set forth
in Appendix B.
"Special Tax" means the Special Tax to be levied in each Fiscal Year on each Assessor's Parcel of
Taxable Property.
"Special Tax Requirement" means the amount to be collected in any Fiscal Year to pay for certain
costs as required to meet the public safety needs of CFD No. 2015 -1 in both the current Fiscal Year
and the next Fiscal Year. The costs to be covered shall be the direct costs for (i) police protection
services, (ii) fire protection and suppression services, (iii) paramedic services, (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 Requirement include funds for bonds.
"Taxable Property" means all Assessor's Parcels within CFD No. 2015 -1, which are not Exempt
Property.
"Taxable Unit" means a Residential Unit.
City of Lake Elsinore Page 2
Community Facilities District No. 2015 -1 (Safety Services)
B. RATE AND METHOD OF APPORTIONMENT OF MAXIMUM SPECIAL TAX RATES
As of July 1 of each Fiscal Year, commencing July 1, 2016, the Council shall determine the Special Tax
Requirement and shall levy the Special Tax upon each of the Assessor's Parcels within the CFD which
constitute a Developed Single Family Property or a Developed Multi - Family Property until the
aggregate amount of Special Tax equals the Special Tax Requirement. The Special Tax shall be levied
Proportionately on all Assessor's Parcels of Developed Property up to 100% of the applicable
Maximum Special Tax to satisfy the Special Tax Requirement.
The Maximum Special Tax for Fiscal Year 2016 -2017 for a Developed Single Family Property and a
Developed Multi - Family Property are shown below in Table 1.
TABLE 1
MAXIMUM SPECIAL TAX RATES
FISCAL YEAR 2016 -2017
Taxable Maximum
Description Unit Special Tax
Developed Single Family Property RU $685
Developed Multi - Family Property RU $419
Increase in the Maximum Soecial Tax
On each July 1, commencing on July 1, 2017 the Maximum Special Tax 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
four percent (4.0%), whichever is greater.
No Special Tax shall be levied on property which, at the time of adoption of the Resolution of
Formation for CFD No. 2015 -1 is an Exempt Property.
C. FUTURE ANNEXATIONS
It is anticipated that additional properties will be annexed to CFD No. 2015 -1 from time to time.
Pursuant to California Government Code section 53339 et seq., the rate and method adopted for the
annexed property shall reflect the Maximum Special Tax rate at the then current year's Maximum
Special Tax rate as set forth in Appendix A.
D. TERM OF SPECIAL TAX
For each Fiscal Year, the Maximum Special Taxes shall be levied as long as the Services are being
provided within the boundaries of CFD No. 2015 -1.
E. EXEMPTIONS
The City shall classify as Exempt Property within CFD No. 2015 -1, any Assessor's Parcel in any of the
following categories; (i) Assessor's Parcels which are owned by, irrevocably offered for dedication,
City of Lake Elsinore Page 3
Community Facilities District No. 2015 -1 (Safety Services)
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; (iv) any Assessor's Parcel which is in use in the performance of a public function as determined
by the Administrator; or (v) any Assessor's Parcel which is not a Developed Single Family Property or
a Developed Multi - Family Property.
F. 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. The Administrator 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 Administrator'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).
G. MANNER OF COLLECTION
The Maximum Special Taxes levied in each Fiscal Year shall be collected in the same manner as
ordinary ad valorem property taxes are collected and shall be subject to the same penalties and the
same procedure, sale, and lien priority in case of delinquency as is provided for ad valorem taxes.
However, the District may collect the Special Tax at a different time or in a different manner if
necessary to meet its financial obligations.
The Maximum Special Taxes when levied shall be secured by the lien imposed pursuant to Section
3115.5 of the Streets and Highways Code. This lien shall be a continuing lien and shall secure each
levy of Maximum Special Taxes. The lien of Maximum Special Taxes shall continue in force and effect
until the Special Tax ceases to be levied in the manner provided by Section 53330.5 of the Government
Code.
City of Lake Elsinore Page 4
Community Facilities District No. 2015 -1 (Safety Services)
APPENDIX A
CITY OF LAKE ELSINORE
COMMUNITY FACILITIES DISTRICT NO. 2015 -1
(SAFETY SERVICES)
ANNEXATION SUMMARY
Safety Services - It is estimated that the cost of providing police, fire protection, and paramedic services
being funded by the Special Tax for the Community Facilities District No. 2015 -1 (Safety Services) will be
as follows for the Fiscal Year 2016 -2017:
■ $685 per residential unit for Developed Single Family Residential Property
■ $419 per residential unit for Developed Multi - Family Residential Property
Annual Escalation - On each July 1, commencing on July 1, 2017 the Maximum Special Tax 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 four percent (4.0%), whichever is greater.
City of Lake Elsinore Page 5
Community Facilities District No. 2015 -1 (Safety Services)
No. of
Maximum
Annex.
Fiscal
Development
Taxable
Land Use
Special
#
Year
Tract
Name
Units
Category
Tax at Annex_ ._
Subdivider
Terracina
Investors, LLC &
Developed Single
C/O Spectrum
Original
2016 -17
36557
Terracina
452
Family Property
$685
Communities
Developed Single
Original
2016 -17
36682
Senterra
74
Family Property
$685
Pardee Homes
Developed Single
1
2016 -17
33486
Makenna Court
81
Family Property
$685
SAM - McKenna
28214
Skypointe at
Developed Single
2
2016 -17
-6,-7,-8
Alberhill Ranch
82
Family Property
$685
KB Homes
Developed Single
SAM - Running
3
2018 -19
31957
Running Deer
96
Family Property
$741
Deer
37381 &
Developed Single
4
2018 -19
37382
Wasson Canyon II
272
Family Property
$741
Ava Karras
Developed Single
5
2019 -20
33267
Westlake
163
Family Property
$771
Pardee Homes
Developed Single
Nichols RD
6
2019 -20
37305
Nichols Ranch
168
Family Property
$771
Partners, LLC
City of Lake Elsinore Page 5
Community Facilities District No. 2015 -1 (Safety Services)
APPENDIX B
CITY OF LAKE ELSINORE
COMMUNITY FACILITIES DISTRICT NO. 2015 -1
(SAFETY SERVICES)
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2015 -1, as provided by
Section 53313 of the Act, will include some or all of the costs attributable to public safety.
These services include police protection services (including but not limited to criminal justice services),
fire protection and suppression services, and paramedic services.
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 and to establish an operating reserve for the costs of services as determined by the
Administrator.
The above services shall be limited to those provided within the boundaries of CFD No. 2015 -1 and the
Future Annexation Area of CFD No. 2015 -1 or for the benefit of the properties within the boundaries of
CFD No. 2015 -1 and the Future Annexation Area of CFD No. 2015 -1, 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 -1 only to the extent that they are in addition to those provided in the territory of CFD
No. 2015 -1 before CFD No. 2015 -1 was created.
City of Lake Elsinore Page 6
Community Facilities District No. 2015 -1 (Safety Services)
APPENDIX C
CITY OF LAKE ELSINORE
COMMUNITY FACILITIES DISTRICT NO. 2015 -1 (SAFETY SERVICES)
PROPOSED BOUNDARIES AND BOUNDARIES - FUTURE ANNEXATION AREA
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Community Facilities District No. 2015 -1 (Safety Services)
SPECIAL TAX ELECTION
CITY OF LAKE ELSINORE
ANNEXATION OF TERRITORY TO
COMMUNITY FACILITIES DISTRICT NO. 2015 -1 SAFETY SERVICES
ANNEXATION NO. 6
(December 10, 2019)
This ballot is for the use of the authorized representative of the following owner of land within
Annexation No. 6 of the Community Facilities District No. 2015 -1 (Safety Services) ( "CFD No.
2015 -1 ") of the City of Lake Elsinore:
Name of Landowner Number of Acres Owned Total Votes
Nichols RD Partners, LLC 58.19 59
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 -1, City of
Lake Elsinore, County of Riverside, State of California. Please advise the City Clerk, at (951)
674 -3124 x 261 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
November 26, 2019, 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 December 10,
2019, 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 December 10, 2019.
Very truly yours,
/s/ Candice Alvarez, MMC
Candice Alvarez, 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:
Nichols RD. Partners,'LLC
Attn: Eric L. Werner
P. O. Box 77850
Corona, CA 92877 1
Assessor's Parcel Numbe
389 - 200 -038 (por.),
389 - 210 -008 (por.),
389 - 210 -032, 389 - 210 -034, and
389 - 210 -036 (por.)
ANNEXATION OF TERRITORY TO
COMMUNITY FACILITIES DISTRICT NO. 2015 -1 (SAFETY SERVICES)
ANNEXATION NO. 6
AN "X" OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT
SPECIAL TAX BALLOT MEASURE
PROPOSITION A: Shall the territory described in Attachment "A"
of Resolution No. 2019 -085 of the City Council of the City of Lake
Elsinore be annexed to Community Facilities District No. 2015 -1 of
the City of Lake Elsinore (Safety Services)?
SPECIAL TAX BALLOT MEASUR
PROPOSITION B: Shall a special tax with a rate and method of
apportionment as provided in Attachment "C" to Resolution No.
2019 -085 of the City Council of the City of Lake Elsinore be levied to
pay for the Services and other purposes described in Resolution No.
2016 -035?
Certification for Special Election Ballot
MARK "YES" OR "NO"
WITH AN "X ":
YES
NO
MARK "YES" OR "NO"
WITH AN "X ":
YES
NO
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
Nichols RD. Partners, LLC
A California corporation,
its Manager
By:
Division President