HomeMy WebLinkAboutItem No. 25 - Public Hearing and Election for Annexation Proceedings for Annexation No. 1425)Public Hearing and Election for Annexation Proceedings for Annexation No. 14 into
Community Facilities District No. 2015-1 (Safety Services)
1.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. 2015-1 (SAFETY SERVICES), ANNEXING
TERRITORY TO COMMUNITY FACILITIES DISTRICT NO. 2015-1 (SAFETY
SERVICES), AND CALLING ELECTIONS THEREIN; and
2.Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,
CALIFORNIA, ACTING AS THE LEGISLATIVE BODY OF THE CITY OF LAKE
ELSINORE COMMUNITY FACILITIES DISTRICT NO. 2015-1 (SAFETY SERVICES)
CERTIFYING THE RESULTS OF THE OCTOBER 24, 2023 ANNEXATION AND
SPECIAL TAX ELECTIONS.
Page 1 of 2
REPORT TO CITY COUNCIL
To:Honorable Mayor and Members of the City Council
From:Jason Simpson, City Manager
Prepared by:Shannon Buckley, Assistant City Manager
Date:October 24, 2023
Subject:Public Hearing and Election for Annexation Proceedings for Annexation No.
14 into Community Facilities District No. 2015-1 (Safety Services)
Recommendation
1. 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. 2015-1 (SAFETY SERVICES), ANNEXING
TERRITORY TO COMMUNITY FACILITIES DISTRICT NO. 2015-1 (SAFETY SERVICES),
AND CALLING ELECTIONS THEREIN; and
2. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,
CALIFORNIA, ACTING AS THE LEGISLATIVE BODY OF THE CITY OF LAKE ELSINORE
COMMUNITY FACILITIES DISTRICT NO. 2015-1 (SAFETY SERVICES) CERTIFYING THE
RESULTS OF THE OCTOBER 24, 2023 ANNEXATION AND SPECIAL TAX ELECTIONS.
Background
Vista Emerald, LLC, (the “Owner”) owns a vacant residential lot to include 191 residential lots,
located north of Lemon Street and west of Mission Trail. In order to adequately mitigate public
safety services needed to serve the residential property within TR 38378 the Owners have agreed
to annex the property to Community Facilities District No. 2015-1 (“CFD No. 2015-1” or “District”)
for the purpose of financing police protection services (including but not limited to criminal justice
services), fire protection and suppression services, and paramedic services (“Safety Services”)
within the area of CFD No. 2015-1, which is necessary to serve new development within TR
38378. The development within the annexation area will encompass 191 residential properties.
CFD 2015-1 - Public Safety Services
Page 2 of 2
CFD No. 2015-1 was formed by the City Council on March 8, 2016, pursuant to the provisions of
the Mello-Roos Community Facilities Act of 1982 (“Act”). On October 22, 2019, the City Council,
acting as the legislative body of CFD No. 2015-1, adopted a resolution declaring its intention to
annex the District into CFD No. 2015-1. The proceedings to undertake at this meeting will
complete the proposed Annexation of property to CFD 2015-1.
The attached resolution will certify the results of the election on the annexation of the Property to
CFD No. 2015-1.
Discussion
Following the public hearing to be held, approval of the first resolution will call for an election to
be held with respect to the Annexation. The City has received a certificate of the Registrar of
Voters certifying that there are less than 12 Registered Voters residing with 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 the
District. Vista Emerald, LLC, has also executed a consent and waiver to certain election law
requirements and to allow the election to be conducted immediately following the public hearing.
Following the holding of the election, the City Council will be asked to certify the election results,
and assuming the passage of the propositions, the property within the District will be annexed to
CFD No. 2015-1 and the City Clerk will be instructed to record a notice of special tax lien of CFD
No. 2015-1 on the property within the District. The property within the District will thereafter be
subject to the special tax levy of CFD No. 2015-1.
Fiscal Impact
The Developer has made a deposit to pay for the costs of the Annexation.
CFD No. 2015-1 will annually levy special taxes on all of the taxable property within the District in
accordance with the Rate and Method of Apportionment in order to pay for the costs of services
and administration of CFD No. 2015-1.
Attachments
Attachment 1- Project Map
Attachment 2 – Resolution Calling Election
Exhibit A - Rate and Method of Apportionment
Exhibit B - Ballot
Attachment 3 – Resolution Certifying Election Results
Exhibit A - Sample Special Tax Election
Exhibit B - Certificate of Election Results
Attachment 4 - Certificate of Registrar of Voters
Attachment 5 – Notice of Public Hearing
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CFD NO. 2015-1ANNEXATION NO. 14
PROJECT MAP
RESOLUTION NO. 2023-_________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,
CALIFORNIA, ACTING AS THE LEGISLATIVE BODY OF THE CITY OF LAKE
ELSINORE COMMUNITY FACILITIES DISTRICT NO. 2015-1 (SAFETY
SERVICES), ANNEXING TERRITORY TO COMMUNITY FACILITIES DISTRICT
NO. 2015-1 (SAFETY SERVICES), AND CALLING ELECTIONS THEREIN
Whereas, on March 8, 2016, the City Council (the “City Council”) of the City of Lake Elsinore
adopted Resolution No. 2016-022, declaring its intention to establish Community Facilities District
No. 2015-1 of the City of Lake Elsinore (Safety Services) (“Community Facilities District No. 2015-
1” or the “District”) pursuant to the Mello-Roos Community Facilities Act of 1982, as amended,
being Chapter 2.5 of Part 1 of Division 2 of Title 5 of the Government Code of the State of
California (the “Act”); and
Whereas, after a duly noticed public hearing, the City Council adopted Resolution No. 2016-035
(the “Resolution of Formation”) establishing Community Facilities District No. 2015-1 and calling
a special election therein to authorize (i) the levy of special taxes pursuant to the rate and method
of apportionment of the special tax, as set forth in Attachment “A” attached to the Resolution No.
2016-022 (the “Original Rate and Method”), and (ii) the establishment of an appropriations limit
for Community Facilities District No. 2015-1; and
Whereas, pursuant to a petition signed by Erin Crowder (“Managing Member”), on September
12, 2023, the City Council adopted Resolution No. 2023-75 (the “Resolution of Intention”), stating
its intention to annex the territory described in Attachment “A” to the Resolution of Intention (the
“Annexation Territory”) to the District; and
Whereas, a notice of a public hearing to be held on October 24, 2023 was published and mailed
to all landowners of the land proposed to be included within the Annexation Territory as required
by law relative to the intention of the City Council to annex the Annexation Territory to the District
and to levy a special tax in accordance with the Rate and Method (as defined below); and
Whereas, on October 24, 2023, this City Council held a noticed public hearing as required by law
relative to the proposed annexation of the Annexation Territory, the levy of special taxes therein
in accordance with the attached as Attachment “B” to the Resolution of Intention (the “Rate and
Method”), which Rate and Method is identical to the Original Rate and Method in all respects
except that Appendix A thereto has been updated in accordance with the terms of the Original
Rate and Method to reflect the annexation described herein; and
Whereas, at the October 24, 2023 public hearing all persons desiring to be heard on all matters
pertaining to the proposed annexation of the Annexation Territory to the District and the levy of
the special taxes within the Annexation Territory in accordance with the Rate and Method were
heard and a full and fair hearing was held; and
Whereas, at the public hearing, evidence was presented to the City Council on the matters before
it, and the proposed annexation of the Annexation Territory to the District and the levy of special
taxes within the Annexation Territory in accordance with the Rate and Method was not precluded
by a majority protest of the type described in Section 53339.6 of the Act, and this City Council at
the conclusion of the hearing is fully advised as to all matters relating to the annexation of the
Annexation Territory and the levy of the special taxes in accordance with the Rate and Method;
and
Whereas, the City Council has determined that there have been fewer than twelve registered
voters residing in the Annexation Territory for the period of 90 days prior to August 28, 2023 and
that the qualified electors in Annexation Territory are the landowners therein; and
Whereas, on the basis of all of the foregoing, the City Council has determined at this time to
proceed with the annexation of the Annexation Territory to the District and to call an election within
the Annexation Territory to authorize the levy of special taxes pursuant to the Rate and Method;
NOW, THEREFORE, THE CITY COUNCIL OF CITY OF LAKE ELSINORE, CALIFORNIA,
ACTING HAS THE LEGISLATIVE BODY OF THE CITY OF LAKE ELSINORE COMMUNITY
FACILITIES DISTRICT NO. 2015-1 (SAFETY SERVICES) HEREBY FINDS, DETERMINES,
RESOLVES, AND ORDERS AS FOLLOWS:
Section 1. Each of the above recitals is true and correct.
Section 2. The City Council hereby finds and determines that all prior proceedings taken with
respect to the establishment of the District and the proposed annexation of the Annexation
Territory to the District were valid and in conformity with the requirements of law, including the
Act.
Section 3. The map showing the original boundaries of the District designated as “Map of
Proposed Boundaries of Community Facilities District No. 2015-1 of the City of Lake Elsinore
(Safety Services),” which map is on file in the office of the City Clerk and was recorded pursuant
to Sections 3111 and 3113 of the Streets and Highways Code in the City of County Book of Maps
of Assessment and Community Facilities Districts in the Assessor-County Clerk-Recorder’s office
of the County of Riverside in Book No. 79 Page Nos. 45-46, on March 14, 2016 as Instrument
No. 2016-00978338.
The map showing the Annexation Territory proposed to be annexed to the District and be made
subject to taxation are as shown which map is on file in the office of the City Clerk and was
recorded pursuant to Sections 3111 and 3113 of the Streets and Highways Code in the City of
County Book of Maps of Assessment and Community Facilities Districts in the Assessor-County
Clerk-Recorder’s office of the County of Riverside in Book No. 91 Page No. 93, on September
14, 2023 as Instrument No. 2023-0271585.
Section 4. The City Council hereby adopts the Rate and Method attached as Attachment “C”
to the Resolution of Intention as the applicable rate and method for the Annexation Territory.
Except where funds are otherwise available, it is the intention of the City Council, subject to the
approval of the eligible voters within the Annexation Territory, to levy the proposed special taxes
at the rates within the Annexation Territory set forth in the Rate and Method on all non-exempt
property within the Annexation Territory sufficient to pay for (i) the Services (as defined in the
Rate and Method), (ii) fund an operating reserve for the costs of Services as determined by the
City, and (v) Administrative Expenses (as defined in the Rate and Method). The District expects
to incur, and in certain cases has already incurred, Administrative Expenses in connection with
the annexation of the Annexation Territory to the District. The rate and method of apportionment
of the special tax applicable to the Annexation Territory is described in detail in Attachment “C” to
the Resolution of Intention which is incorporated herein by this reference, and the City Council
hereby finds that Attachment “C” to the Resolution of Intention contains sufficient detail to allow
each landowner within the Annexation Territory to estimate the maximum amount that may be
levied against each parcel. The special tax is apportioned to each parcel on the foregoing bases
pursuant to Section 53325.3 of the Act and such special tax is not on or based upon the ownership
of real property.
Section 5. The City’s Assistant City Manager will be responsible for preparing annually, or
authorizing a designee to prepare, a current roll of special tax levy obligations by assessor’s parcel
number and will be responsible for estimating future special tax levies pursuant to Section
53340.2 of the Act. The special tax may be levied for such period as the Services are needed,
as further described in Attachment “A” hereto.
Section 6. Upon recordation of a notice of special tax lien pursuant to Section 3114.5 of the
Streets and Highways Code, a continuing lien to secure each levy of the special tax shall attach
to all non-exempt real property in the Annexation Territory and this lien shall continue in force and
effect until the levy of the special tax by the District ceases in accordance with the Rate and
Method.
Section 7. Consistent with Section 53325.6 of the Act, the City Council finds and determines
that the land within the Annexation Territory, if any, devoted primarily to agricultural, timber or
livestock uses and being used for the commercial production of agricultural, timber or livestock
products is contiguous to other land within the Annexation Territory and will be benefited by the
Services proposed to be provided within Community Facilities District No. 2015-1 and the
Annexation Territory.
Section 8. It is hereby further determined that there is no ad valorem property tax currently
being levied on property within the Annexation Territory for the exclusive purpose of paying for
the same services as are proposed to be provided by Community Facilities District No. 2015-1.
Section 9. Written protests against the annexation of the Annexation Territory to the District
and the levy of the special tax therein have not been filed by one-half or more of the registered
voters within the boundaries of the Annexation Territory to the District or by the property owners
of one-half or more of the area of land within the boundaries of the Annexation Territory. The City
Council hereby finds that the proposed special tax for the Annexation Territory has not been
precluded by a majority protest pursuant to Section 53324 of the Act.
Section 10. An election is hereby called for the Annexation Territory on the propositions of
annexation to the District and the levying the special tax on the property within such Annexation
Territory, pursuant to Section 53339.7 of the Act. The propositions to be placed on the ballot for
the Annexation Territory are attached hereto as Attachment “B.”
Section 11. The date of the foregoing elections for each Proposed Annexation Territory shall
be October 24, 2023, or such later date as is consented to by the City Clerk and the landowners
within the Annexation Territory. The City Clerk shall conduct the elections. Except as otherwise
provided by the Act, the elections shall be conducted by personally delivered or mailed ballot and,
except as otherwise provided by the Act, the elections 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 12. It is hereby found that there are not more than twelve registered voters within the
territory of the Annexation Territory, and, pursuant to Section 53339.7 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 the Annexation Territory.
Section 13. This Resolution shall be effective upon its adoption.
PASSED and ADOPTED at a regular meeting of the City Council of the City of Lake Elsinore,
California, this 24th day of October, 2023.
Natasha Johnson, 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. 2023-____ was adopted by the City Council of the City of Lake Elsinore, California,
at the Regular meeting of October 24, 2023, and that the same was adopted by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
_____________________________
Candice Alvarez, MMC, City Clerk
EXHIBIT A
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
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
Unit
Maximum
Special TaxDescription
Developed Single Family Property
Developed Multi-Family Property
RU
RU
$685
$419
Increase in the Maximum Special 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
City of Lake Elsinore Page 3
Community Facilities District No. 2015-1 (Safety Services)
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,
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.
No. of
Taxable
Units
Maximum
Special
Tax at Annex.
Annex.
#
Fiscal
Year
Development
Name
Land Use
CategoryTract Subdivider
Developed Single
Family Property
Developed Single
Family Property
Developed Single
Family Property
Developed Single
Family Property
Developed Single
Family Property
Developed Single
Family Property
Developed Single
Family Property
Developed Single
Family Property
Developed Single
Family Property
Developed Single
Family Property
Developed Single
Family Property
Developed Single
Family Property
Developed Single
Family Property
Developed Single
Family Property
Developed Single
Family Property
Developed Single
Family Property
Terracina Investors, LLC & C/O
Spectrum CommunitiesOriginal2016-17
2016-17
2016-17
2016-17
2018-19
2018-19
2019-20
2019-20
2020-21
2021-22
2021-22
2021-22
2021-22
2022-23
2022-23
2023-24
36557 Terracina 452 $685.00
$685.00
$685.00
$685.00
$740.90
$740.90
$770.53
$770.53
$801.35
$833.41
$833.41
$833.41
$833.41
$917.08
$917.08
$958.90
Original 36682
33486
Senterra 74 Pardee Homes
SAM-McKenna
KB Homes
1
2
Makenna Court 81
28214
-6, -7, -8
Skypointe at
Alberhill Ranch 82
3 31957 Running Deer
Wasson Canyon II
Westlake
96 SAM-Running Deer
Ava Karras37381 &
373824 272
163
168
178
90
5 33267
37305
Pardee Homes
6 Nichols Ranch
Rosetta Hills
Tessera
Nichols RD Partners, LLC
30698 &
32129
Three Strands Properties &
Spectrum Communities7
8 33370 JLJ, LP
33725 &
25475
Tuscany Valley/
Crest
Ridgeline at
Westridge
9 335
60
Shopoff Realty Investment
Tri Pointe Homes10
11
12
13
14
38008
38214-9 Alberhill Ranch 344
140
140
191
Alberhill Development, LLC
Lake Elsinore Lakeshore, LLC &
Erin Crowder37280
38116
38378
Lakeshore
Lakeside Tri Pointe Homes IE-SD, Inc.
Vista Emerald, LLCCoastal Mission
Trails
City of Lake Elsinore
Community Facilities District No. 2015-1 (Safety Services)
Page 5
PPENDIX 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
City of Lake Elsinore
Community Facilities District No. 2015-1 (Safety Services)
Page 7
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EXHIBIT B
SPECIAL TAX ELECTION
CITY OF LAKE ELSINORE
ANNEXATION OF TERRITORY TO
COMMUNITY FACILITIES DISTRICT NO. 2015-1 (SAFETY SERVICES)
ANNEXATION NO. 14
(October 24, 2023)
This ballot is for the use of the authorized representative of the following owner of land within
Annexation No. 14 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
Vista Emerald, LLC 18.07 19
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
October 10, 2023, 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 October 24,
2023, 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 October 24, 2023.
Very truly yours,
Candice Alvarez, MMC,
City Clerk
TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.
OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner: Assessor’s Parcel Number(s):
Vista Emerald, LLC
Attn: Erin Crowder
1020 2nd Street, Suite C
Encinitas, CA 92024
370-050-019, 370-050-020, 370-050-032
ANNEXATION OF TERRITORY TO
COMMUNITY FACILITIES DISTRICT NO. 2015-1 (SAFETY SERVICES)
ANNEXATION NO. 14
AN “X” OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT
PROPOSITION A: Shall the territory described in Attachment “A” of
Resolution No. 2023-75 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)?
MARK “YES” OR “NO”
WITH AN “X”:
YES _________
NO _________
PROPOSITION B: Shall a special tax with a rate and method of
apportionment as provided in Attachment “B” to Resolution No. 2023-
75 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?
MARK “YES” OR “NO”
WITH AN “X”:
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__.
Erin Crowder
Managing Member
Signature
Print Name
Title
RESOLUTION NO. 2023-_________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,
CALIFORNIA, ACTING AS THE LEGISLATIVE BODY OF THE CITY OF LAKE
ELSINORE COMMUNITY FACILITIES DISTRICT NO. 2015-1 (SAFETY
SERVICES) CERTIFYING THE RESULTS OF THE OCTOBER 24, 2023
ANNEXATION AND SPECIAL TAX ELECTIONS
Whereas, the City Council (the “City Council”) of the City of Lake Elsinore (the “City”) called and
duly held consolidated elections on October 24, 2023, within the boundaries of certain territory
(the “Annexation Territory”) described in Attachment “A” to Resolution No. 2023-75 adopted by
the City Council on September 12, 2023, which territory is to be annexed to Community Facilities
District No. 2015-1 (Safety Services) of the City of Lake Elsinore (“Community Facilities District
No. 2015-1” or the “District”) pursuant to Resolution No. 2023-75 for the purpose of presenting to
the qualified electors within the Annexation Territory the propositions attached hereto as
Attachment A; and
Whereas, there has been presented to this City 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 OF CITY OF LAKE ELSINORE, CALIFORNIA,
ACTING AS THE LEGISLATIVE BODY OF THE CITY OF LAKE ELSINORE COMMUNITY
FACILITIES DISTRICT NO. 2015-1 (SAFETY SERVICES) 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 and B presented to the qualified electors of the Annexation Territory
on October 24, 2023 were approved by more than two-thirds of the votes cast at the election held
for the Annexation Territory and Propositions A and B each has carried. The City Council, acting
as the legislative body of the District, is hereby authorized to levy on the land within the Annexation
Territory, which is hereby annexed to the District in accordance with Proposition A, the special
tax described in Proposition B for the purposes described therein.
Section 3.The City Council, acting as the legislative body of the District, is hereby authorized
to take the necessary steps to levy the special tax authorized by Proposition B in accordance with
Ordinance No. 2016-1356 approved by the City Council, acting as the legislative body of the
District.
Section 4. The City Clerk is hereby directed to record in the Office of the County Recorder
within fifteen days of the date hereof a notice of special tax lien for the Annexation Territory which
Bond Counsel to the District shall prepare in the form required by Streets and Highways Code
Section 3114.5.
ATTACHMENT D-2
PASSED and ADOPTED at a regular meeting of the City Council of the City of Lake Elsinore,
California, this 24th day of October 2023.
Natasha Johnson, Mayor
ATTEST:
Candice Alvarez, MMC, City Clerk
ATTACHMENT D-3
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. 2023-____ was adopted by the City Council of the City of Lake Elsinore, California,
at the Regular meeting of October 24, 2023, and that the same was adopted by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
_____________________________
Candice Alvarez, MMC,
City Clerk
ATTACHMENT “A”
SAMPLE
SPECIAL TAX ELECTION
CITY OF LAKE ELSINORE
ANNEXATION OF TERRITORY TO
COMMUNITY FACILITIES DISTRICT NO. 2015-1 (SAFETY SERVICES)
ANNEXATION NO. 14
(October 24, 2023)
This ballot is for the use of the authorized representative of the following owner of land within
Annexation No. 14 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
Vista Emerald, LLC 18.07 19
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
October 10, 2023, 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 October 24,
2023, 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 October 24, 2023.
Very truly yours,
Candice Alvarez, MMC,
City Clerk
TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.
OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property Owner:Assessor’s Parcel Number(s):
Vista Emerald, LLC
Attn: Erin Crowder
1020 2nd Street, Suite C
Encinitas, CA 92024
370-050-019, 370-050-020, 370-050-032
ANNEXATION OF TERRITORY TO
COMMUNITY FACILITIES DISTRICT NO. 2015-1 (SAFETY SERVICES)
ANNEXATION NO. 14
AN “X” OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT
PROPOSITION A: Shall the territory described in Attachment “A” of
Resolution No. 2023-75 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)?
MARK “YES” OR “NO”
WITH AN “X”:
YES _________
NO _________
PROPOSITION B: Shall a special tax with a rate and method of
apportionment as provided in Attachment “B” to Resolution No. 2023-
75 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?
MARK “YES” OR “NO”
WITH AN “X”:
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__.
Erin Crowder
Managing Member
Signature
Print Name
Title
ATTACHMENT “B”
CITY OF LAKE ELSINORE
COMMUNITY FACILITIES DISTRICT NO. 2015-1 (SAFETY SERVICES)
ANNEXATION NO. 14
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 August 28, 2023, 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 measures, the measures has therefore passed.
PROPOSITION A PROPOSITION B
Landowner
Qualified
Landowner
Votes
Votes
Cast YES NO YES NO
Vista Emerald, LLC 19 19
Total 19 19
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 ____________, 2023.
Candice Alvarez, MMC
City Clerk
City of Lake Elsinore
By:
NOPH CFD No. 2015-1 Annexation No. 14 - Page 1 of 1
The Press-Enterprise
3512 14 Street
Riverside, California 92501
(951) 368-9229
City of Lake Elsinore
130 South Main Street
Lake Elsinore, California 92530
Publication: The Press-Enterprise
PROOF OF PUBLICATION OF
Ad Desc: 0011625260
FILE NO. 0011625260
PROOF OF PUBLICATION
I am a citizen of the United States. I
am over the age of eighteen years and
not party to or interested in the above-
entitled matter. I am an authorized
representative of THE PRESS-
ENTERPRISE, a newspaper of general
circulation, printed and published daily
in the County of Riverside, and which
newspaper has been adjudicated a
newspaper of general circulation by the
Superior Court of the County of
Riverside, State of California, under
date of April 25, 1952, Case Number
54446, under date of March 29, 1957,
Case Number 65673, under date of
August 25, 1995, Case Number
267864, and under date of September
16, 2013, Case Number RIC 1309013;
that the notice, of which the annexed is
a printed copy, has been published in
said newspaper in accordance with the
instructions of the person(s) requesting
publication, and not in any supplement
thereof on the following dates, to wit:
10/05/2023
I certify (or declare) under the penalty
of perjury that the foregoing is true and
correct.
Date: October 5, 2023.
At: Riverside, California
______________________________
Signature