HomeMy WebLinkAboutCC Reso No 1991-71RESOLiTPIONNO. 91-71
A RESOLUTION OF INTENTION TO ESTABLISH A COMMUIVITY
FACILI'PIES DISTRICT AND TO AUTHORIZE TIiE LEVY OF SPECIAL
TAXES PURSUANT TO TF~ MELLO-ROOS COMMUNITY FACILITIES
ACT OF 1982
City of Lake Elsinore
Community Facilities District No. 91-4
(Scenic Ridge Public Improvements)
RESOLVED by the City Council of the City of Lake Elsinore (the "City") that:
WHEREAS, under the Mello-Roos Community Facilities Act of 1982, as amended
(the "Act"), Chapter 2.5 of Part 1 of Division 2 of Title 5, commencing at Section b3311, of
the California Government Code, this City Council may act as the legislative body for
proposed community facilities districts and is empowered with the authority to establish
community facilities districts; and
WHER~AS, this City Council has received a petition requesting that this City
Council establish a community facilities district under the Act and an executed
Agreement Regarding Advances (the "Agreement"), whereby the landowner within the
proposed community facilities district is willing to advance the funds necessary to form
the district; and
WHEREAS, this City Council, with the aid of City staff, has reviewed the petition
and the Agreement and found them to be in proper form and now desires to proceed with
the establishment of a community facilities district under the Act.
NOW, TIiEREFORE, IT IS HEREBY ORDERED as follows:
1. This City Council proposes to conduct proceedings to establish a community
facilities district pursuant to the Act.
2. This City Council hereby acknowledges receipt of a petition to form a
community facilities district (the "District") in the Scenic Ridge area of the City.
3. This City Council hereby approves the Agreement and rat~es its execution by
the City, and authorizes appropriate City personnel to expend the deposit referred to
therein in the manner specified in the Agreement. It is expected that the City will
reimburse any amounts so expended from the proceeds of the bonds referred to below, in
the manner specified in the Agreement.
4. The name proposed for the District is City of Lake Elsinore Community
Facilities District No. 91-4 (Scenic Ridge Public Improvements).
6. The proposed boundaries of the District are as shown on the map of the District
on file with the City Clerk, which boundaries are hereby preliminarily approved and to
which map reference is hereby made for further particulars. The City Clerk is hereby
directed to record, or cause to be recorded, said map of the boundaries of the District in
the office of the County Recorder within fifteen days of the date of adoption of this
Resolution.
6. The type of public facilities proposed to be financed by the District and pursuant
to the Act shall consist of those items listed as facilities (the "Facilities") on Exhibit A
hereto, which exhibit is by this reference incorporated herein.
7. Except to the extent that funds are otherwise available to the District to pay for
the Facilities and/or the principal and interest as it becomes due on bonds of the District
issued to finance the Facilities, a special tax sufficient to pay the costs thereof, secured by
recordation of a continuing lien against all non-exempt real property in the District, is
intended to be levied annually within the District, and collected in the same manner as
ordinary ad u¢lorem property taxes. The proposed rate and method of apportionment of
the special ta~c among the parcels of real property within the District, in suff`icient detail
to allow each landowner within the proposed District to estimate the maximum amount
such owner will have to pay, are described in Exhibit B attached hereto, which exhibit is
by this reference incorporated herein.
8. It is the intention of this City Council acting as the legislative body for the
District to cause bonds of the City to be issued for the District pursuant to the Act to
finance in whole or in part the Facilities. Said bonds shall be in the aggregate principal
amount of not to exceed $4,000,000, shall bear interest payable semi-annually or in such
other manner as this City Council shall determine, at a rate not to exceed the maximum
rate of interest as may be authorized by applicable law at the time of sale of such bonds,
and shall mature not to exceed 40 years from the date of the iesuance thereof.
9. The levy of said proposed special tax shall be subject to the approval of the
qualif`ied electors of the District at a special election. The proposed voting procedure ehall
be by mailed or hand-delivered ballot among the landowners in said proposed Dietrict,
with each owner having one vote for each acre or portion of an acre such owner owas in
the District.
10. Except as may otherwise be provided by law or by the rate and method of
apportionment of the special taxes set forth in Exhibit B, all lands owned by any public
entity, including the United States, the State of California and/or the City, or any
departments or political subdivisions thereof, shall be omitted from the levy of the special
tax to be made to cover the costs and expenses of the Facilities. In the event that a portion
of the property within the District shall become for any reason exempt, wholly or in part,
from the levy of the special ta~c described in Exhibit B, this City Council will, on behalf of
the District, increase the levy to the extent necessary upon the remaining property within
the District which is not exempt in order to yield the required debt service payments and
other annual expenses of the District, if any, subject to any maximum special tax that
may be levied.
11. The Director of Public Works of the City of Lake Elsinore, as the of~'xcer having
charge and control of the Facilities in and for the District, is hereby directed to study said
proposed Facilities and to make, or cause to be made, and file with the City Clerk a report
in writing, presenting the following:
(a) A description of the Facilities by type which will be required to
adequately meet the needs of the District.
(b) An estimate of the fair and reasonable cost of financing the Facilities
including the cost of acquisition of lands, rights-of-way and easements, any
physical facilities required in conjunction therewith and incidental expenses in
connection with said financing, including the costs of the proposed bond financing
and all other related costs as provided in Section b3346.3 of the Act.
Said report shall be made a part of the record of the public hearing provided for
below.
12. Tuesday, October 22, 1991, at 7:00 p.m., in tbe regular meeting place of this
City Council, in the School Board meeting room of the Lake Elsinore Unified School
District, 545 Cheney Street, Lake Elsinore, California, be, and the same are hereby
appointed and fixed as the time and place when and where this City Council, as
legislative body for the District, will conduct a public hearing on the establishment of the
District and consider and finally determine whether the public interest, convenience and
necessity require the formation of the District and the levy of said special tax.
13. The City Clerk is hereby directed to cause notice of said public hearing to be
given by publication one time in a newspaper published in the area of the District. The
publication of said notice shail be completed at least seven days before the date herein set
for said hearing. Said notice shall be substantially in the form of Exhibit C hereto.
14. The law firms of Jones Hall Hill & White, A Professional Law Corporation,
and Harper & Burns are hereby designated as co-bond counsel to the City in connection
with the formation of the District and the special tax bonds expected to be issued by the
City for the District. The Director of Administrative Services of the City or his designee is
hereby authorized to execute and deliver agreements with said firms for services in
connection with the District and said bonds in the forms on file with the City Clerk.
15. First California Capital Markets Group, Inc. is hereby designated as
financing consultant to the City in connection with the establishment of the District and
the issuance of special tax bonds of the City for the District. The Director of
Administrative Services is hereby authorized to execute and deliver an agreement with
said firm for its services in connection with the District.
16. The firm of BSI Consultants, Inc. is hereby designated as District Engineer
and Special Tax consultant to the City in connection with the District. The Director of
Administrative Services is hereby authorized and directed to execute and deliver
agreement with said firm for its services in connection with the District.
++*~*~*~+*~~
PASSED AND ADOPTED this lOth day o€September, 1991, by the following vote:
AYES: COUNCILMEMBERS: BUCK, DOMINGUEZ, STARKEY, ~!INK.LER,
WASHBURN
NOES: COUNCILMEMBERS: NO
ABSENT: COUNCILMEMBERS: N
~~~ ~
Lake Elsinore
(SEAL)
Att st:
By - - _
Vicki Kasad, City Clerk
City of Lake Elsinore
AP?RQVED {{S TO FORP1:
I
Jo n R, Harper, ity Attorney
~TTA
DESCRIPTION OF FACIIITIES TO BE FIlVANCED
BY THE DLSTILICT
City of Lake Elsinore
Community Facilities D'astrict No. 91-4
(Scenic Ridge Public Impmvements)
FACILITIES:
A. Grading. The grading for the public streets and public access roads within
and in the area of the CFD. More specifically, the grading for: Scenic Ridge Drive from
Tract 20705 to its North terminus at Estate Drive; Estate Drive East to its connection at
Summerhill Drive; Hillview Place Northerly; and that portion of Summit View Street to
the West boundary of the CFD.
B. Street Improvements. The street improvements consist of the curb, gutter,
sidewalk, paving, street lights, storm drain and utilities in the public streets and public
easement~ within and in the area of the CFD. More specifically for: Scenic Ridge Drive
East from 'I`ract 20705 to its North terminus at Estate Drive; East Drive East through
Tract 17413-3 to its connection at 5ummerhill Drive; Hillview Place Northerly; and that
portion of Summit View Street to the West boundary of the CFD. Also included is a
portion of the costs to improve Railroad Canyon Road attributable to the land within the
CFA
C. Domestic Water. The domestic water system consists of pressure reducing
stations; future expansion to the West property along Estate Drive and the distribution
mains ~and appurtenances in the public streets within and in the area of the CFD. More
specifically, in: Estate Drive from its connection between Lots 73 and 74 of Tract 17413-3 to
its West terminus; South on Scenic Ridge Drive to its connection with Tract 20705;
Hillview Place; and that portion of Summit View Street to the West boundary of the CFD.
D. Sanitary Sewer. The sewer system consists of gravity sewer, manholes,
force mains and appurtenances in public streets and public easements within and in the
area of the CFD. More specifically in: Estate Drive from its West Boundary to its
terminus; South on Scenic Ridge Drive to its connection with Tract 20705; Hillview Place;
and that portion of Summit View Street to West boundary of the CFD.
OTHER:
1. Costs of engineering, design, planning and coordination related to the
above-listed facilities.
2. Bond related expenses, including bond counsel and all other incidental
expenses.
3. Administrative fees of the City, the Lake Elsinore Public Financing
Authority and any Bond fiscal agent related to the District and the Bonds.
E7~TT B
RATE AND METHOD OF APPORTIONMENT OF SP~CIAL TAXES
CTTY OF LAKE ELSINORE
Community Facilities District No. 91-4
(Scenic Ridge Public Improvements)
A special tac shall be levied on each Parcel of land within the City of Lake Elsinore
Community Facilities District No. 91-4 (Scenic Ridge Public Lnprovements)(the "District"),
and collected according to the special tax liability determined by d~e Responsible Party of
the City of Lake Elsinore (the "City") through the application of the following procedures.
All of the property within the District, unless otherwise exempted by law or the express
provisions of the rate and method of apportionment expressed below, shall be taxed to the
extent and in the manner provided below.
It is intended that all special taxes applicable to Parcels within Category I, Category III or
Category V be collected in the same manner and at the same time as ordinary ad valorem
property ta~ces, and that special taxes so levied will be subject to the same penalties and
procedures, sale and lien priority in case of delinquency as is provided for ad valorem taxes,
subject to any covenant of the City with respect thereto in any Fiscal Agent Agreement for
any bonds of the City for the Disirict. Special ta~ces applicable to Categories II and IV will
be levied at the times described below, and will be collected d'uecdy by the Responsible
Party of the City as described below.
CATEGORIES OF SPECIAL TAX
CATEGORY I:
Category I includes all Taxable Property in the District not subject to a special tax under
Category III or Category V. The Category I special ta~c will be levied annually.
The maximum special taac that may be levied on Parcels within Category I during the Fiscal
Year ending June 30, 1992 is $30,000 per acre (said amount to be levied pro nta for any
portion of an acre) of a Pazcel. Said m~imum special tax shall increase each Fiscal Year
thereafter by 2%, compounded annually.
CATEGORY II:
The Category II special tax is a one-time tac, payable at the time of approval of a final map
with respect to a ParceL
The Category II special ta~c is calculated by subtracting the number of Parcels shown on the
final map from the number of estimated Parcels in a track as shown in the following table.
The applicable special tax is calculated by multiplying the difference by the tax rate
described in the table below.
CATEGORY II
Special Tax for Each
Developable Parcel by
Projected Which Final map is Less
Developable Than the Projected
Tract No. Pazcels Developable Parcels
22904 81 $51,650
The special tac rate shown in this table are for tlie Parcels for which a final map is recorded
in the Fiscal Year ending 7une 30, 1992. The special tax rate for Parcels for which a final
map is recorded in subsequent years shall increase each Fiscal Yeaz thereafter by 2%,
compounded annually.
CATEGORY III:
Any Parcel for which a final map has been recorded and for which Category II special taxes
have been paid, if applicable, will be classified in Category IlI, until such time as a building
permit has been issued. If Category II special ta~ces are applicable to the Parcel but have not
been paid when due, such Parcels on a final map will continue to be classified in Category
I.
The ma~cimum special tac applicable to Parcels in Category III is shown below for the Fiscal
Year ending June 30, 1992. The ma~cimum special tax rate for the Parcels classified in
Category III shall increase each Fiscal Year thereafter by 2%, compounded annually.
CATEGORY III
Maximum
Txact No. Special Tax
per Parcel
22904 $5,950
CATEGORY IV:
The Category IV special tax is a one-time tax payable at the time of the issuance of a
building perrnit, based on the calculation of Category IV special tax per the following
schedule. The applicable special tax per Parcel is calculated as shown in the following table,
based on the average projected Square Foot per Parcel as shown below.
CATEGORY IV
Average Projected
Square Feet
Tract No. per Parcel
22904 3,002
Tnct No.: 22904
CALCULATION OF CATEGORY IV TAX
Item
1. 1. Average Prc~jected Squaze Feet per Parcel
2. 2. Number of Building Pemuts Already Issued
3. 3. Square Feet of Building Pernuts Already Issued
4. 4. Number of Building Pertnits Requested
5. 5. Squaze Feet of Building Pernuts Requested
6. 6. Total of Items 2 and 4
7. 7. Total of Items 3 and 5
8. 8. Average Square Feet To-Date (Item 7 divided by Item 6)
9. 9. If Item 8 is Equal to or Greater than Item i,
There is no Tax Due
10. 10. Item 1 minus Item 8
11. 11. Item 10 Multiplied by Item 6
12. 12. Applicable Category V Square Foot Special Tax
13. 13. Item 11 Multiplied by Item 12
14. 11.58 14. Present Value Factor
15. 15. Item 13 Multiplied by Item 14
16. 16. Amount Previously Paid in Tract (from prior calculations)
17. 17. Item 15 minus Item 16
18. 18. One-Time Ta~c per Parcel on Building Permits Being
Requested (Item 17 divided by Item 4)
3. If the aggregate amount to be levied based on 1 above is less than the
aggregate Ta~c Liability for such Fiscal Year, levy on each Parcel described in Category V
as provided in 1 above, and levy on each Parcel described in Category III an amount equal
to 75 % of die Category III ma~cimum special tax.
4. If the aggregate amount to be levied based upon 3 above is greater than ihe
aggregate Ta~c Liability for such Fiscal Year, reduce the special tax levy for each Parcel
described in Category III proportionately, until the aggregate special tax levy for such Fiscal
Year for all Parcels within the District is equal to the aggregate Ta~c Liability for sucli Fiscal
Year.
5. If the aggregate amount to be levied based upon 3 above is less than the
aggregate Ta~c Liability for such Fiscal Yeaz, levy as described in 3 above, and levy on each
Parcel described in Category I an amount equal to 50% of the Category I max'vnum special
[ax.
6. If the aggregate amount to be levied based upon 5 above is greater than the
aggregate Tax Liability for such Fiscal Year, reduce the special tax levy for each Parcel
described in Category I proportionately,. until the aggregate special tax levy for such Fiscal
Year for all Parcels within the District is equal to the aggregate Ta~c Liability for such Fiscal
Year.
7. If the aggregate amount to be levied based upon 5 above is less than the
aggregate Tax Liability for such Fiscal Yeaz, levy on each Parcel described in Category V
an amount equal to 100% of the Category V ma~cimum special [ac, levy on each Parcel
described in Category III an amount equal to 75 % of the Category III maximum special tax,
and levy on each Pazcel described in Category I an amount equal to 50% of the Category
I maxunum special tax.
8. If the aggregate amount to be levied based upon 7 above is greater than the
aggregate Tax Liability for such Fiscal Yeaz, reduce the special tax levy for each Parcel
described in Category V proportionately, until the aggregate special ta~c levy for such Fiscal
Year for all Pazcels within the District is equal to the aggregate Tax Liabiliry for such Fiscal
Year.
9. If the aggregate amount to be levied based upon 7 above is less than the
aggregate Tax Liability for such Fiscal Year, levy an each Parcel described in Category V
or Parcel described in Category III an amount equal to 100% of the Category V or Category
III, respecUvely, ma~cimum special tax, and levy on each Pazcel described in Category I an
amount equal to 50% of the Category I maximum special ta~c.
CATEGORY V:
Category V includes all Parcels for which a building pernut has been issued and for which
a Category II and IV special ta~c has been paid, if appiicable. ff for any reason a Category
II or IV special taac is or was payable, but not paid when due, Parcels for which a building
permit has been issued will be taxed at the rates applicable to Taxable Property described
in Category I.
The maximum specia4 taac for Parcels described in Category V for the Fiscal Year ending
7une 30, 1992 is the total of $615.00 per Parcel plus $1.38 per Square Foot for each Square
Foot shown on die building permit.
Each Fiscal Year thereafter, the per Parcel and the per Squaze Foot rate listed above will
increase by 2%, compounded annually. A Parcel will be subject to the Category V special
tax for not more than 30 years.
ASSIGNMENT' TO CATEGORIES; LEVY
ANNUAL TAX CATEGORIES
On or about July 1 of each year, but in any event in sufficient time to include the levy of the
special taxes on the County's secured tax roll, the Responsible Party shall determine, for
each Parcel of land within the District, whether such Parcel is described by Category I,
Category III or Category V. The Parcels subject to levy shall be detemiuied based upon the
records of the Riverside County Assessor as of the March 1 preceding such July 1, and the
Tax Category shall be determined based upon the status of the Parcel as of the May 1
preceding such July 1.
The Responsible Party shall then deternune the estimated aggregate Ta~c Liability for the
Fiscal Year eommencing such 7uly 1, and the amount of annual special ta~ces to be levied on
each Pazcel in the District during such Fiscal Year. The annual special ta~ces shall be
detemuned for each Parcel in the District as follows:
1. Levy on each Parcel described in Category V an amount equal to 94% of the
Category V maximum special tax.
2. If the aggregate amount to be levied based on 1 above is greater than the
aggregate Tax Liabiliry for such Fiscal Year, reduce the special ta~c for each Parcel described
in Category V proporiionately, so that fhe aggregate special tax levy for such Fiscal Year
for all Parcels within the District is equal to the aggregate Tax Liability for such Fiscal Year.
10. If the aggregate amount to be levied based upon 9 above is greater than the
aggregate Tax Liability for such Fiscal Year, reduce the special ta~c levy for each Parcei
described in Category III proportionately, until the aggregate special ta~c levy for such Fiscal
Year for all pazcels within il~e District is equal to the aggregate Ta~c Liability for such Fiscal
Year.
11. If the aggregate amount to be levied based upon 9 above is less than die
aggregate Tax Liability for such Fiscal Year, levy on each Parcel described in Category I,
III or V, an amount equal to the maximum special tax described in Category I, III or V,
respectively.
12. If the aggregate amount to be levied based upon 11 above is greater than the
aggregate Tax Liability for such Fiscal Year, reduce the special tax levy for each Parcel
described in Category I proportionately, until the aggregate special tax levy for such Fiscal
Year for all Parcels within the District is equal to the aggregate Tax Liabiliry for such Fiscal
Year.
ONE-TIlbIE TAX CATEGORIES
On the date of approval of a final map with respect to any portion of the real property in the
District, the Responsible party shall levy and collect a special ta~c in the amount described
above for Category II.
On the date a building permit is issued for any Parcel within the Disirict, the Responsib]e
Party shall levy and collect a special tax in the amount described above for Category IV.
Failure to pay a Category II or Category IV special taac when due shall result in the
applicable Parcel remaining subject to a Category I special tax, notwithstanding that the
Parcel would otherwise be described in Category III or Category V.
PREPAYII~NTS
Prepayments may be made only for property subject to tax under Category V. Any properiy
owner in the District that desires to prepay the annual special taxes on a particulaz Parcel,
shail nodfy [he Responsible Party in writing of such intention and the estimated amount of
prepayment no more than sixty (60) days and no less than forry-five (45) days prior to date
of such prepayment, which date (the Prepayment Date) shall be a date which is sixty (60)
days prior to an interest payment date for the Bonds. The entire aiuiuat special taxes for any
Parcel in the District may be prepaid on a Prepayment Date as follows:
(a) The Pazcei with respect to which prepayment is to be made must not be
delinquent in any payment of special ta~ces previously levied within the
District. Prepayment shall not relieve any property owner from paying those
special ta~ces which have akeady become due and payable, and a Notice of
Cessation of Special Tax Lien shall not be recorded against any Parcel
pursuant to California Government Code Section 53344, until all special ta~ces
with respect to that Parcel have been paid.
(b) The aggregate maximum annual special taxes for the Parcel with respect to
which prepayment is to be made, as of the Prepayment Date, shall be
calculated based upon the maxunum annual special taxes described by
Category V that could be levied on that Pazcel in all future years.
(c) The net present value of the future annual special taxes calculated above will
be detemuned based on an interest rate of eight percent (8 %), which may be
decreased or increased by the Responsible Party to reflect the net interest costs
on the Bonds.
(d) Any applicable prepayment premium on the Bonds shall be applied to the
aggregate amount determined under (c) above.
(e) The amount to be prepaid for any Pazcel of property shall be the sum of the
amounts calculated for that Pazcel under paragraphs (c) and (d) above, plus the
reasonable costs and expenses of performing the calculations, preparing and
recording ihe Notice of Cessation of Special Taac Lien and any other acts or
procedures required to be performed in connection with the prepayment, as
determined by the Responsible Party.
DEFINTi'IONS
Adininistrative Fees or Eapenses means any or all of the following: the fees and expenses
of the Fiscal Agent (including any fees or expenses of its counsel), the expenses of ihe City
in carrying out its duties with respect to the District (including, but not limited to, the levy
and collection of the special taxes) including the fees and expenses of its counsel, any fees
of the County of Riverside related to the District or the collection of special taxes, an
allocabie share of the salaries of the City staff directly related thereto and a proportionate
amount of City general admuusiraUve overhead related thereto, any amounts paid by the City
from its general funds with respect to the District or the Bonds, and all other costs and
expenses of the City or the Fiscal Agent incurred in connection with die discharge of their
respective duties under the Fiscal Agency Agreement and, in the case of the City, in any way
related to administration of the District. _,.
Bonds means any bonds of the City issued for the Dish-ict under Mello-Roos Community
Facilities Act of 1982, as amended.
City means the Ciry of I.ake Elsinore.
Debt Service, for each Fiscal Yeaz, is the total annual principal and interest paymeni on the
Bonds during the calendar year which commences in such Fiscal Year, less any capitalized
interest and any other amounts remaining in the debt service fund held under the Fiscal
Agent Agreement as of the end of the previous Fiscal Year (other than by reason of the
payment of Category II and IV special ta~ces).
District means the City of Lake Elsinore Community Facilities District No. 91-4 (Scenic
Ridge Public Improvements).
Fiscal Agent means the Fiscal Agent under the Fiscal Agent Agreement.
Fiscal Agent Agreement means the agreement by that name approved by the Resoludon of
Issuance, and as it may be amended and/or supplemented from time to time.
Fiscal Year means the period starting on July 1 and ending the following 7une 30.
Parcel means any Riverside County Assessor's Parcel or portion thereof that is within the
boundaries of the District based on the equalized ta~c rolls of the County of Riverside.
Resolation of Issuance is any Resolution adopted by the City authorizing the issuance of
Bonds.
Responsible Party is any person or persons who the City may appoint from time to time to
compute the lery of the special ta~ces within the Disa-ict.
Square Foot or Square Feet is the square footage of a single family dwelling unit measured
at the exterior walls, but excluding (i) garages, carports, roof overhangs, passageways and
patios which aze both unenclosed and uncovered, and (ii) tool sheds, greenhouses and similar
detached structures.
Tax Categories are those categories set forth in the body hereof.
Tax Liability for any Fiscal Year is an amount sufficient to pay Debt Service for such Fiscal
Year, Administrarive Fees or Expenses for such Fiscal Year, an amount determined by the
Responsible Party to offset past delinquencies and projected tax delinquencies to occur in
such Fiscal Year, and all payments required to be made in the applicable Fiscal Year under
the Fiscal Agent Agreement for the Bonds and any supplements thereto.
Taxable Property is all real property within the boundaries of the Disti-ict which is not
exempt from the special tax pursuant to law, except that the follow'vig property shall not be
taxed: any acres of land owned by a public agency, or a non profit home owners
association, or land which is a public right of way or wluch is an unmanned utiliry easement
making impractical its utili~ation for other than the purpose set forth in the easement.
PROP~~~D~ ~OUN~A~~' 1~~~~I~
CITY OF LAKE ELSIi~ORE
COMI~~UNITY FACILITIES DISTRIC'I' N0. ~1-~
(SC~NIC RIDG~ PUBLIC IMPI?OVEMENTSj
C!~UI`JTY OF RIV~RSIDE, CALIFOR~~JIA
L~UEf.U
GO~T LJi ~ ~ - -
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NOTICE OF PUBLIC HEAItING
City of Lake Elsinore
Community Facilities District No. 91-4
(Scenic Ridge Public Improvements)
Notice is hereby given that on September 10, 1991, the City Council of the City of
Lake Elsinore adopted a Resolution entitled "A Resolution of Intention To Establish A
Community Facilities District And To Authorize The Levy Of Special Taxes Pursuant To
The Mello-Roos Community Facilities Act Of 1982". Pursuant to the Mello-Roos
Community Facilities Act of 1982 (the "Act"), the City Council hereby gives notice as
follows:
A The text of said Resolution of Intention is as follows:
RESOLVED by the City Council of the City of Lake Elsinore (the "City") that:
WHEREAS, under the Mello-Roos Community Facilities Act of 1982, as
amended (the "Act"), Chapter 2.6 of Part 1 of Division 2 of Title b, commencing at
Section 53311, of the California Government Code, this City Council may act as the
legislative body for proposed community facilities districts and is empowered with
the authority to establish community facilities districts; and
WHEREAS, this City Council has received a petition requesting that this
City Council establish a community facilities district under the Act and an
executed Agreement Regarding Advances (the "Agreement"), whereby the
landowner within the proposed community facilities district is willing to advance
the funds necessary to form the district; and
WHEREAS, this City Council, with the sid of City staff, has reviewed the
petition and the Agreement and found them to be in proper form and now desires
to proceed with the establishment of a community facilities district under the Act.
NOW, THEREFORE, IT IS HEREBY ORDERED as follows:
1. This City Council proposes to conduct proceedings to establish a
wmmunity facilities district pursuant to the Act.
2. This City Council hereby acknowledges receipt of a petition to form a
community facilities district (the "District") in the Scenic Ridge area of the City.
3. This City Council hereby approves the Agreement and ratifies its
execution by the City, and authorizes appropriate City personnel to_expend the
deposit referred to therein in the manner specified in the Agreement. It is
expected that the City will reimburse any amounts so expended from the proceeds
of the bonds referred to below, in the manner specified in the Agreement.
4. The name proposed for the District is City of Lake Elsinore Community
Facilities Dietrict No. 91-4 (5cenic Ridge Public Improvements).
b. The proposed boundaries of the District are as shown on the map of the
District on file with the City Clerk, which boundaries are hereby preliminarily
approved and to which map reference is hereby made for further particulars. The
City Clerk is hereby directed to record, or cause to be recorded, said map of the
boundaries of the District in the office of the County Recorder within fifteen days of
the date of adoption of this Resolution.
6. The type of public facilities proposed to be financed by the Dietrict and
pursuant to the Act shall consist of those items listed as £acilities (the "Facilities")
on Exhibit A hereto, which e~ibit is by this reference incorporated herein.
7. Except to the extent that funds are otherwise available to the District to
pay for the Facilities and/or the principal and interest as it becomes due on bonds
of the District issued to finance the Facilities, a special tax sufficient to pay the
costs thereof, secured by recordation of a continuing lien against all non-exempt
real property in the District, is intended to be levied annually within the District,
and collected in the same manner as ordinary ¢d valorem property taxes. The
proposed rate and method of apportionment of the special tax among the parcels of
real property within the District, in suff`icient detail to allow each landowner
within the proposed District to estimate the maximum amount such owner will
have to pay, are described in E~chibit B attached hereto, which exhibit is by this
reference incorporated herein.
8. It is the intention of this City Council acting as the legislative body for the
District to cause bonds of the City to be issued for the District pursuant to the Act to
finance in whole or in part the Facilities. Said bonds shall be in the aggregate
principal amount of not to exceed $4,000,000, shall bear interest payable semi-
annually or in such other manner as this City Council shall determine, at a rate
not to exceed the maximum rate of interest as may be authorized by applicable law
at the time of sale of such bonds, and shall mature not to exceed 40 years from the
date oF the issuance thereof.
9. The levy of said pmposed special tax shall be subject to the approval of the
qualified electors of the District at a special election. The proposed voting
procedure shall be by mailed or hand-delivered ballot among the landowners in
said proposed District, with each owner having one vote for each acre or portion of
an acre such owner owns in the District.
10. Except as may otherwise be provided by law or by the rate and method of
apportionment of the special taxes set forth in Exhibit B, all lands owned by any
pubiic entity, including the United States, the State of California and/or the City, or
any departments or political subdivisions thereof, shall be omitted from the levy of
the special tag to be made to cover the costs and expenses of the Facilities. In the
event that a partion of the groperty within the District shall become for any reason
exempt, wholly or in part, from the levy of the special tax described in Exhibit B,
this City Council wili, on behalf of the District, increase the levy to the extent
necessary upon the remaining property within the District which is not exempt in
order to yield the required debt service payments and other annual expenses of the
District, if any, subject to any maximum special tax that may be levied.
11. The Director of Public Works of the City of Lake Elsinore, as the officer
having charge and control of the Facilities in and for the District, is hereby
directed to study said proposed Facilities and to make, or cause to be made, and file
with the City Clerk a report in writing, presenting the following:
(a) A description of the Facilities by type which will be required to
adequately meet the needs of the District.
(b) An estimate of the fair and reasonable cost of financing the
Facilities including the cost of acquisition of lands, rights-of-way and
easements, any physical facilities required in co~junction therewith and
incidental expenses in connection with said financing, including the costs
of the proposed bond financing and all other related costs as provided in
Section 53345.3 of the Act.
Said report shall be made a part of the record of the public hearing provided
for below.
12. Tuesday, October 22, 1991, at 7:00 p.m., in the regular meeting place of
this City Council, in the School Board meeting room of the Lake Elsinore Unified
School District, 545 Cheney 5treet, Lake Elsinore, California, be, and the same are
hereby appointed and fixed as the time and place when and where this City
Council, as legislative body for the District, will conduct a public hearing on the
establishment of the District and consider and finally determine whether the
public interest, convenience and necessity require the formation of the District and
the levy of said special tax.
13. The City Clerk is hereby directed to cause notice of said public hearing to
be given by publication one time in a newspaper published in the area of the
District. The prablication of said notice shall be completed at least seven days
before the date herein set for said hearing. Said notice shall be substantially in the
form of Exhibit C hereto.
14. The law firms of Jones Hall Hill & White, A Professional Law
Corporation, and Harper & Burns are hereby designated as co-bond counsel to the
City in connection with the formation of the District and the special tax bonds
expected to be issued by the City for the District. The Director of Administrative
Services of the City or his designee is hereby authorized to execute and deliver
agreements with said firms for services in connection with the District and said
bonds in the forms on file with the City Clerk.
15. First California Capital Markets Group, Inc. is hereby designated as
financing consultant to the City in connection with the establishment of the
District and the issuance of special ta~c bonds of the City for the District. The
Director of Administrative 5ervices is hereby authorized to execute and deliver an
agreement with said firm for its services in connection with the District.
16. The firm of BSI Consultants, Inc. is hereby designated as District
Engineer and Special Tax consultant to the Gity in connection with the District.
The Director of Administrative Services is hereby authorized and directed to
execute and deliver agreement with said firm for its services in connection with
the District.
B. The time and place established under said Resolution for the public hearing
required under the Act are Tuesday, October 22, 1991, at the hour of 7:00 p.m., in the
regular meeting place of the City Council of the City of Lake Elsinore, in the School Board
meeting room of the Lake Eisinore Unified School District, 545 Cheney Street, Lake
Elsinore, California.
C. At said hearing, the testimony of all interested persons or taxpayers for or
against the estabIishment of the district, the extent of the district or the furnishing of the
specified types of facilities will be heard. .Any person interested may file a protest in
writing as provided in Section 53323 of the Act. If the owners of one-half or more of the
area of land in the territory proposed to be included in the district file written protests
against the establishment of the district and the protests are not withdrawn to reduce the
value of the protests to less than a majority, the City Council shall take no further action
to establish the district for period of one year from the date of said hearing, and if the
majority protests of the landowners are only against the fumishing of a type or types of
facilities within the district, or against levying a specified special tax, those types of
facilities or the specified special tax will be eliminated from the proceedings to form the
district.
D. The proposed voting procedure shall be by special mail or hand-delivered ballot
to the property owners within the territory proposed to be included in the district.
Dated: September 11,1991
fs/ Vicki Kasad
City Clerk,
City of Lake Elainore
STATE OF CALIfORNIA )
COUNTY OF RIVERSIDE ) SS:
CITY OF LAKE ELSINORE )
I, Vicki Lynne Kasad, City Clerk of the City of Lake Elsinore,
DO HEREBY CERTIFY that the foregoing Resolution duly adopted by the
City Council of the City of Lake Elsinore at a regular meeting of
said Council on the lOth day of September, 1991, and that it was so
adopted by the following vote:
AYES: COUNCILMEMBERS: BUCK, DOMINGUEZ, STARKEY,
WINKLER, WASHBURN
NOES: COUNCILMEMBERS: NONE
ABSENT: COUNCILMEMBERS: NONE
ABSTAIN: COUNCILMEMBERS: NONE
~ ~j--~
VICKI LYNNE ASAD, CITY CL
CITY OF LAK ELSINORE
(SEAL)
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) SS:
CITY OF LAKE ELSINORE )
I, Vicki Lynne Kasad, City Clerk of the City of Lake Elsinore,
DO HEREBY CERTIFY that the above antl foregoing is a full, true and
correct copy of Resolution No. 91-71 of said Council, and that the
same has not been amended or repealed.
D TED: September 11, 1991
~ i i~,~~..~-"~"'.
VICKI LYNNE SAD, CITY CLERK
CITY OF LFl~E LSINORE
(SEAL)