HomeMy WebLinkAbout2021-054 CFD 2021-1 Tuscany Valley-Crest - Necessity to Incur DebtRESOLUTION NO. 2021-54
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,
CALIFORNIA, ACTING AS THE LEGISLATIVE BODY OF COMMUNITY
FACILITIES DISTRICT NO. 2021-1 OF THE CITY OF LAKE ELSINORE
(TUSCANY VALLEY/CREST) DETERMINING THE NECESSITY TO INCUR
BONDED INDEBTEDNESS WITHIN IMPROVEMENT AREA NOS. 1 AND 2 OF
COMMUNITY FACILITIES DISTRICT NO. 2021-1 OF THE CITY OF LAKE
ELSINORE (TUSCANY VALLEY/CREST) IN AN AMOUNT NOT TO EXCEED
$14,000,000 WITHIN IMPROVEMENT AREA NO. 1 AND $10,000,000 WITHIN
IMPROVEMENT AREA NO. 2, AND CALLING ELECTIONS THEREIN
Whereas, on March 23, 2021, the City Council of the City of Lake Elsinore (the “City
Council”) adopted Resolution No. 2021-25 stating its intention to form Community Facilities
District No. 2021-1 of the City of Lake Elsinore (Tuscany Valley/Crest) (“Community Facilities
District No. 2021-1” or the “District”) pursuant to the Mello-Roos Community Facilities Act of 1982,
as amended (the “Act”) and to form two improvement areas within proposed Community Facilities
District No. 2021-1 to be known as “Improvement Area No. 1 of Community Facilities District No.
2021-1 of the City of Lake Elsinore (Tuscany Valley/Crest)” (“Improvement Area No. 1”) and
“Improvement Area No. 2 of Community Facilities District No. 2021-1 of the City of Lake Elsinore
(Tuscany Valley/Crest)” (“Improvement Area No. 2” and together with Improvement Area No. 1,
the “Improvement Areas” and each individually an “Improvement Area”); and,
Whereas, on March 23, 2021, the City Council also adopted Resolution No. 2021-26
stating its intention to incur bonded indebtedness in the amount of up to $14,000,000 within
proposed Improvement Area No. 1 and $10,000,000 within proposed Improvement Area No. 2 to
finance (1) the purchase, construction, modification, expansion, improvement and/or rehabilitation
of public facilities identified in Attachment B to Resolution No. 2021-25, and (2) the incidental
expenses to be incurred in financing such public facilities and services and forming and
administering the District, as identified in Attachment B to Resolution No. 2021-25; and,
Whereas, notice was published as required by law relative to the intention of the City
Council to form proposed Community Facilities District No. 2021-1, to designate the Improvement
Areas and to incur bonded indebtedness in the amount of up to $14,000,000 within the boundaries
of proposed Improvement Area No. 1 and $10,000,000 within the boundaries of proposed
Improvement Area No. 2; and,
Whereas, on April 27, 2021, this City Council conducted a noticed public hearing to
determine whether it should proceed with the formation of Community Facilities District No. 2021-
1 and the designation of the Improvement Areas, issue bonds within the Improvement Areas to
pay for the facilities and incidental expenses described in Resolution No. 2021-25 and authorize
a rate and method of apportionment of a special tax for each of the Improvement Areas to be
levied within such Improvement Area for the purposes described in Resolution No. 2021-25; and,
Whereas, at said hearing all persons desiring to be heard on all matters pertaining to the
formation of Community Facilities District No. 2021-1, the designation of the Improvement Areas,
the levy of a special tax and the issuance of bonds with respect to each Improvement Area to pay
for the cost of the proposed facilities and incidental expenses were heard and a full and fair
hearing was held; and,
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Whereas, the City Council subsequent to such hearing adopted Resolution No. 2021-___
establishing Community Facilities District No. 2021-1 (the “Resolution of Formation”), designating
the Improvement Areas and authorizing the financing of the public facilities (the “Facilities”) and
the incidental expenses (the “Incidental Expenses”) described in Attachment A thereto; and,
Whereas, the City Council desires to make the necessary findings to incur bonded
indebtedness within each of the Improvement Areas, to declare the purpose for said debt, and to
authorize the submittal of a proposition to issue bonded indebtedness to the voters of each of the
Improvement Areas, being the landowners therein, all as authorized and required by law.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE
HEREBY FINDS, DETERMINES, RESOLVES, AND ORDERS AS FOLLOWS:
Section 1. It is necessary to incur bonded indebtedness in a maximum aggregate
principal amount not to exceed $14,000,000 within Improvement Area No. 1 and $10,000,000
within Improvement Area No. 2.
Section 2. The indebtedness is to be incurred for the purpose of financing the costs
of purchasing, constructing, modifying, expanding, improving, and/or rehabilitating the Facilities
and financing the Incidental Expenses, as described in the Resolution of Formation, and carrying
out the powers and purposes of Community Facilities District No. 2021-1, 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 and other expenses of the type
authorized by Section 53345.3 of the Act.
Section 3. The whole of the property within Improvement Area No. 1, other than
property exempted from the special tax pursuant to the provisions of the rate and method of
apportionment attached to Resolution No. 2021-25 as Attachment C, shall pay for the bonded
indebtedness issued by the District for Improvement Area No. 1 pursuant to the levy of the special
tax for Improvement Area No. 1 authorized by the Resolution of Formation.
The whole of the property within Improvement Area No. 2, other than property exempted
from the special tax pursuant to the provisions of the rate and method of apportionment attached
to Resolution No. 2021-25 as Attachment D, shall pay for the bonded indebtedness issued by the
District for Improvement Area No. 2 pursuant to the levy of the special tax for Improvement Area
No. 2 authorized by the Resolution of Formation.
Section 4. The maximum term of the bonds to be issued shall in no event exceed
thirty-five (35) years.
Section 5. The bonds shall bear interest at the rate or rates not to exceed the
maximum interest rate permitted by law, payable annually or semiannually, or in part annually
and in part semiannually, except the first interest payment may be for a period of less than six
months, with the actual rate or rates and times of payment to be determined at the time or times
of sale thereof.
Section 6. The bonds may bear a variable or fixed interest rate, provided that such
variable rate or fixed rate shall not exceed the maximum rate permitted by Section 53531 of the
California Government Code, or any other applicable provision of law limiting the maximum
interest rate on the bonds.
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Section 7. Pursuant to Section 53351 of the Act, a special election is hereby called for
Improvement Area No. 1 on the proposition of incurring the bonded indebtedness therein. The
proposition relative to incurring bonded indebtedness in the maximum aggregate principal amount
of $14,000,000 shall be in the form of Proposition A set forth in Attachment A hereto. In
accordance with Sections 53351(h) and 53353.5 of the Act, the election shall be consolidated
with the special election called on the proposition of levying a special tax within Improvement Area
No. 1 as described in the Resolution of Formation, which proposition shall be in the form of
Proposition B set forth in Attachment A, and on the proposition of establishing an appropriations
limit for the District, which proposition shall be in the form of Proposition C set forth in Attachment
A.
Pursuant to Section 53351 of the Act, a special election is hereby called for Improvement
Area No. 2 on the proposition of incurring the bonded indebtedness therein. The proposition
relative to incurring bonded indebtedness in the maximum aggregate principal amount of
$10,000,000 shall be in the form of Proposition D set forth in Attachment B hereto. In accordance
with Section 53351(h) and 53353.5 of the Act, the election shall be consolidated with the special
election called on the proposition of levying a special tax within Improvement Area No. 2 as
described in the Resolution of Formation, which proposition shall be in the form of Proposition E
set forth in Attachment B, and on the proposition of establishing an appropriations limit for the
District, which proposition shall be in the form of Proposition F set forth in Attachment B.
Section 8. The date of the special elections for the Improvement Areas on the
propositions of incurring the bonded indebtedness, authorizing the levy of the special tax and
setting an appropriations limit shall be April 27, 2021, or such later date as is consented to by the
City Clerk, or a Deputy City Clerk of the City (ref erred to herein as the “City Clerk”); provided that,
if the election for an Improvement Area is to take place sooner than 90 days after April 27, 2021,
then the unanimous written consent of each qualified elector within such Improvement Area to
such election date must be obtained. The polls shall be open for said election immediately
following the public hearing on April 27, 2021. The election shall be conducted by the City Clerk.
Except as otherwise provided by the Act, the election shall be conducted in accordance with the
provisions of law regulating elections of the City of Lake Elsinore insofar as such provisions are
determined by the City Clerk to be applicable. The City Clerk is authorized to conduct the election
following the adoption of the Resolution of Formation, and this resolution and all ballots shall be
received by and the City Clerk shall close the election by 11:00 p.m. on the election day; provided
the election shall be closed at such earlier time as all qualified electors have voted as provided in
Section 53326(d) of the Act. Pursuant to Section 53326 of the Act, the ballots for the special
elections shall be distributed in person, or by mail with return postage prepaid, to the qualified
electors within each of the Improvement Areas. The City Clerk has secured a certificate of the
Registrar of Voters of the County of Riverside certifying that there were no registered voters within
the District as of March 24, 2021. Accordingly, since there were fewer than 12 registered voters
within the District for each of the 90 days preceding April 27, 2021, the qualified electors shall be
the landowners within each of the Improvement Areas and each landowner, or the authorized
representative thereof, shall have one vote for each acre or portion thereof that such landowner
owns within the respective Improvement Areas, as provided in Section 53326 of the Act. The
sole landowner within Improvement Area No. 1 has executed and delivered a waiver of certain
election law requirements and consenting to the holding of the election on April 27, 2021, which
waiver is on file with the City Clerk. The sole landowner within Improvement Area No. 2 has
executed and delivered a waiver of certain election law requirements and consenting to the
holding of the election on April 27, 2021, which waiver is on file with the City Clerk.
Section 9. This Resolution shall be effective upon its adoption.
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Passed and Adopted at a regular meeting of the City Council of the City of Lake Elsinore,
California, this 27th day of April 2021.
Robert E. Magee
Mayor
Attest:
Candice Alvarez, MMC
City Clerk
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. 2021-54 was adopted by the City Council of the City of Lake Elsinore, California,
at the Regular meeting of April 27, 2021 and that the same was adopted by the following vote:
AYES: Council Members Tisdale, Johnson, and Manos; Mayor Pro Tem Sheridan; and
Mayor Magee
NOES: None
ABSENT: None
ABSTAIN: None
Candice Alvarez, MMC
City Clerk
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A-1
4840-7948-6948v3/022042-0035
ATTACHMENT A
BALLOT PROPOSITIONS
COMMUNITY FACILITIES DISTRICT NO. 2021-1
OF THE CITY OF LAKE ELSINORE (TUSCANY VALLEY/CREST)
IMPROVEMENT AREA NO. 1
SPECIAL TAX AND SPECIAL BOND ELECTION
April 27, 2021
PROPOSITION A: Shall Community Facilities District No.
2021-1 of the City of Lake Elsinore (Tuscany Valley/Crest)
(the “District”) incur an indebtedness and issue bonds in
the maximum principal amount of $14,000,000 for
Improvement Area No. 1 therein (the “Improvement Area”)
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.
2021-25 of the City Council of the City of Lake Elsinore?
PROPOSITION B: Shall a special tax with a rate and
method of apportionment for the Improvement Area as
provided in Resolution No. 2021-25 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. 2021-25, including the payment of the
principal of and interest on bonds issued by the District for
the Improvement Area to finance the Facilities and
Incidental Expenses?
YES______
NO_______
YES______
NO_______
PROPOSITION C: For each year commencing with
Fiscal Year 2020-2021, shall the appropriations limit, as
defined by subdivision (h) of Section 8 of Article XIII B of
the California Constitution, for Community Facilities
District No. 2021-1 be an amount equal to $3,000,000?
YES______
NO_______
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B-1
4840-7948-6948v3/022042-0035
ATTACHMENT B
BALLOT PROPOSITIONS
COMMUNITY FACILITIES DISTRICT NO. 2021-1
OF THE CITY OF LAKE ELSINORE (TUSCANY VALLEY/CREST)
IMPROVEMENT AREA NO. 2
SPECIAL TAX AND SPECIAL BOND ELECTION
April 27, 2021
PROPOSITION D: Shall Community Facilities District No.
2021-1 of the City of Lake Elsinore (Tuscany Valley/Crest)
(the “District”) incur an indebtedness and issue bonds in
the maximum principal amount of $10,000,000 for
Improvement Area No. 2 therein (the “Improvement Area”)
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.
2021-25 of the City Council of the City of Lake Elsinore?
PROPOSITION E: Shall a special tax with a rate and
method of apportionment for the Improvement Area as
provided in Resolution No. 2021-25 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. 2021-25, including the payment of the
principal of and interest on bonds issued by the District for
the Improvement Area to finance the Facilities and
Incidental Expenses?
YES______
NO_______
YES______
NO_______
PROPOSITION F: For each year commencing with Fiscal
Year 2020-2021, shall the appropriations limit, as defined
by subdivision (h) of Section 8 of Article XIII B of the
California Constitution, for Community Facilities District
No. 2021-1 be an amount equal to $3,000,000?
YES______
NO_______
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