20-8801
RESOLUTION NO. 20-___
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
MENIFEE DECLARING ITS INTENTION TO ANNEX TERRITORY
INTO COMMUNITY FACILITIES DISTRICT NO. 2017-1
(MAINTENANCE SERVICES) OF THE CITY OF MENIFEE,
ADOPTING A MAP OF THE AREA PROPOSED TO BE
ANNEXED (ANNEXATION NO. 2) AND AUTHORIZING THE
LEVY OF SPECIAL TAXES THEREIN
WHEREAS, pursuant to the Mello-Roos Community Facilities Act of 1982 (the “Act”), on
November 1, 2017, the City Council (the “City Council”) of the City of Menifee (the “City”) approved
Resolution No. 17-654 establishing Community Facilities District No. (Maintenance Services) of
the City of Menifee, County of Riverside, State of California (the "CFD No. 2017-1") for the
purpose of levying special taxes on parcels of taxable property therein, which taxes would be
used to provide certain services necessary to meet increased demands placed upon the City by
development; and
WHEREAS, the City Council has received a written instrument to initiate and conduct
proceedings pursuant to the Act, to annex territory into CFD No. 2017-1 and to consent to the
shortening of election time requirements, waiving of analysis and arguments, and waiving of all
notice requirements relating to the conduct of the election; and
WHEREAS, the City Council has been advised that certain property owners have
requested that the area described in Exhibit A be annexed territory into the boundaries of CFD
No. 2017-1, and that a rate and method of apportionment of the special tax to be levied therein
be established.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
MENIFEE, ACTING AS THE LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT
NO. 2017-1 (MAINTENANCE SERVICES) OF THE CITY OF MENIFEE, DETERMINE AND
ORDER AS FOLLOWS:
Section 1. Intent to Annex. The City Council, acting as the legislative body of the CFD
No. 2017-1 hereby declares that it proposes and intends to conduct proceedings pursuant to
Article 3.5 of the Act for the annexation into the CFD No. 2017-1 of the territory described in
Exhibit A attached hereto. The City Council determines that the public convenience and necessity
require that such territory be annexed to CFD No. 2017-1.
Section 2. Name of the Community Facilities District. The existing community facilities district
is known as “Community Facilities District No. 2017-1 (Maintenance Services).”
Section 3. Description of Territory Included in Existing CFD No. 2017-1. The boundaries of
the territory currently included in the CFD No. 2017-1 are described and shown on that certain
map entitled "Proposed Boundary Map – Community Facilities District No. 2017-1 (Maintenance
Services) City of Menifee, County of Riverside, State of California", as recorded on November 7,
2017 in Book 81 of Maps of Assessment and Community Facilities Districts, at Page 69, and as
Document No. 2017-0465706 in the official records of the County of Riverside, as amended by
the following:
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
880
2
Section 4. Description of Territory Proposed to be Annexed, Annexation Map. The territory
proposed to be annexed is included within the boundaries within which property may annex to
CFD No. 2017-1 and is more particularly described and shown on that certain map entitled
“Boundaries – Potential Annexation Area Community Facilities District No. 2017-1 (Maintenance
Services) of the City of Menifee, County of Riverside, State of California,” as recorded on
November 1, 2017 in Book 81 of Maps of Assessment and Community Facilities Districts, at Page
69, and as Document No. 2017-0465706 in the official records of the County of Riverside. The
territory proposed to be annexed to the CFD No. 2017-1 is described in Exhibit A attached hereto
and by this reference made a part hereof. Such territory is also shown and described on the map
thereof entitled "Annexation Map No. 2, Community Facilities District No. 2017-1 (Maintenance
Services), City of Menifee, County of Riverside, State of California," which is on file with the City
Clerk (the "Annexation Map") and attached hereto as Exhibit D.
Section 5. Description of Authorized Services. The services proposed to be financed by the
territory proposed to be annexed to the CFD No. 2017-1 (the “Services”) are the same as those
services authorized to be financed by the existing territory in the CFD No. 2017-1 and are
described in Exhibit B attached hereto. The cost of providing the Services includes “Administrative
Expenses,” which include costs associated with the creation of CFD No. 2017-1, determination of
the amount of special taxes, collection or payment of special taxes, or costs otherwise incurred in
order to carry out the authorized purposes of CFD No. 2017-1. The Services authorized to be
financed by CFD No. 2017-1 are in addition to those currently provided in the territory of CFD No.
2017-1 and do not supplant Services already available within that territory.
Section 6. Plan for Providing Services. The Services will be provided within the territory
proposed to be annexed to the CFD No. 2017-1 and the existing territory in the CFD No. 2017-1
on the same basis.
Section 7. Levy of Special Taxes. Except where funds are otherwise available, a special tax
sufficient to pay the costs of the Services (including Administrative Expenses), secured by
recordation of a continuing lien against all nonexempt real property in CFD No. 2017-1, will be
levied annually within the territory proposed to be annexed to the CFD No. 2017-1. The rate and
method of apportionment, and manner of collection of the special tax are specified in Exhibit C.
Section 8. No Alteration of the Special Tax Levied in the Existing CFD No. 2017-1. The City
Council does not propose to alter the special tax rate levied within the existing territory in the CFD
No. 2017-1.
Section 9. Adoption of Annexation Map. Pursuant to Section 3110.5 of the Streets and
Highways Code, the City Council adopts the Annexation Map as the map of the area proposed to
be annexed to the CFD No. 2017-1. Pursuant to Section 3111 of said Code, the City Clerk shall
file the original of the Annexation map in his or her office and shall file a copy of the Annexation
Map with the County Recorder of the County of Riverside no later than 15 days prior to the date
of the hearing specified in Section 7 hereof.
Section 10. Public Hearing. The City Council hereby fixes 6:00 p.m., or as soon thereafter as
practicable, on Wednesday, May 20, 2020 in the City Council Chambers located at 29844 Haun
Road, Menifee, California 92586, as the time and place when and where the City Council will
conduct a public hearing on the proposed annexation of the area depicted on the Annexation Map
and described in Exhibit A hereto territory to the CFD No. 2017-1.
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
3
Section 11. Notice of Public Hearing. The City Clerk is hereby directed to publish, or cause to
be published, a notice of said public hearing, in substantially the form attached hereto as Exhibit
F, one time in a newspaper of general circulation published in the area of CFD No. 2017-1. The
publication of said notice shall be completed at least seven days prior to the date herein fixed for
said hearing. Said notice shall contain the information prescribed by Section 53339.4 of the Act.
Section 12. Mailing Ballots. In anticipation of its action on Wednesday, May 20, 2020, to call
the election on the annexation for the same date, pursuant to waiver of election time limits from
the landowners, the City Council hereby authorizes the City Clerk to mail to each landowner in
the territory proposed to be annexed to the CFD No. 2017-1 a ballot in substantially the form set
forth in Exhibit G hereto. A copy of the waiver and consent form signed by the property owner is
attached hereto as Exhibit E and incorporated herein by this reference.
Section 13. Authorization to Take Action. The officers, employees and agents of the City are
hereby authorized and directed to take all actions and do all things which they, or any of them,
may deem necessary or desirable to accomplish the purposes of this Resolution and not
inconsistent with the provisions hereof.
Section 14. Effective Date. This Resolution shall take effect immediately upon its adoption.
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
4
PASSED AND ADOPTED by the City Council of the City of Menifee at a regular meeting
held on this 15th day of April, 2020.
ATTEST: APPROVED:
Sarah A. Manwaring, City Clerk Bill Zimmerman, Mayor
APPROVED AS TO FORM:
Jeffrey T. Melching, City Attorney
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
EXHIBIT A
DESCRIPTION OF PROPOSED TERRITORY TO BE ANNEXED
The City of Menifee Community Facilities District No. 2017-1 (Maintenance Services) (the “CFD No.
2017-1”) Annexation No. 2 is currently comprised of 165 parcels, located within the City boundaries. The
property is identified by the following Riverside County Assessor's Parcel Numbers (APN).
Assessor Parcel
Number(s)
Owner
Name
Assessor Parcel
Number(s)
Owner
Name
339-020-039 WOODSIDE O5S 339-511-023 WOODSIDE O5S
339-362-020 WOODSIDE O5S 339-511-024 WOODSIDE O5S
339-362-021 WOODSIDE O5S 339-511-025 WOODSIDE O5S
339-362-022 WOODSIDE O5S 339-511-026 WOODSIDE O5S
339-362-023 WOODSIDE O5S 339-511-027 WOODSIDE O5S
339-362-024 WOODSIDE O5S 339-511-028 WOODSIDE O5S
339-362-025 WOODSIDE O5S 339-511-029 WOODSIDE O5S
339-362-026 WOODSIDE O5S 339-511-030 WOODSIDE O5S
339-362-027 WOODSIDE O5S 339-511-031 WOODSIDE O5S
339-500-001 WOODSIDE O5S 339-512-001 WOODSIDE O5S
339-500-002 WOODSIDE O5S 339-512-002 WOODSIDE O5S
339-500-003 WOODSIDE O5S 339-512-003 WOODSIDE O5S
339-500-004 WOODSIDE O5S 339-512-004 WOODSIDE O5S
339-500-005 WOODSIDE O5S 339-512-005 WOODSIDE O5S
339-500-006 WOODSIDE O5S 339-512-006 WOODSIDE O5S
339-500-007 WOODSIDE O5S 339-512-007 WOODSIDE O5S
339-500-008 WOODSIDE O5S 339-512-008 WOODSIDE O5S
339-500-009 WOODSIDE O5S 339-512-009 WOODSIDE O5S
339-500-010 WOODSIDE O5S 339-512-010 WOODSIDE O5S
339-500-011 WOODSIDE O5S 339-512-011 WOODSIDE O5S
339-500-012 WOODSIDE O5S 339-512-012 WOODSIDE O5S
339-500-013 WOODSIDE O5S 339-512-013 WOODSIDE O5S
339-500-014 WOODSIDE O5S 339-512-014 WOODSIDE O5S
339-500-015 WOODSIDE O5S 339-520-001 WOODSIDE O5S
339-500-016 WOODSIDE O5S 339-520-002 WOODSIDE O5S
339-500-017 WOODSIDE O5S 339-520-003 WOODSIDE O5S
339-500-018 WOODSIDE O5S 339-520-004 WOODSIDE O5S
339-500-019 WOODSIDE O5S 339-520-005 WOODSIDE O5S
339-500-020 WOODSIDE O5S 339-520-006 WOODSIDE O5S
339-500-021 WOODSIDE O5S 339-520-007 WOODSIDE O5S
339-500-022 WOODSIDE O5S 339-520-008 WOODSIDE O5S
339-500-023 WOODSIDE O5S 339-520-009 WOODSIDE O5S
339-500-024 WOODSIDE O5S 339-520-010 WOODSIDE O5S
339-500-025 WOODSIDE O5S 339-520-011 WOODSIDE O5S
339-500-026 WOODSIDE O5S 339-520-012 WOODSIDE O5S
339-500-027 WOODSIDE O5S 339-520-013 WOODSIDE O5S
339-500-028 WOODSIDE O5S 339-520-014 WOODSIDE O5S
339-501-001 WOODSIDE O5S 339-520-015 WOODSIDE O5S
339-501-002 WOODSIDE O5S 339-520-016 WOODSIDE O5S
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
Assessor Parcel
Number(s)
Owner
Name
Assessor Parcel
Number(s)
Owner
Name
339-501-003 WOODSIDE O5S 339-520-018 WOODSIDE O5S
339-501-004 WOODSIDE O5S 339-520-019 WOODSIDE O5S
339-501-005 WOODSIDE O5S 339-521-001 WOODSIDE O5S
339-502-001 WOODSIDE O5S 339-521-002 WOODSIDE O5S
339-502-002 WOODSIDE O5S 339-521-003 WOODSIDE O5S
339-502-003 WOODSIDE O5S 339-521-004 WOODSIDE O5S
339-502-004 WOODSIDE O5S 339-521-005 WOODSIDE O5S
339-502-005 WOODSIDE O5S 339-521-006 WOODSIDE O5S
339-502-006 WOODSIDE O5S 339-521-007 WOODSIDE O5S
339-510-001 WOODSIDE O5S 339-521-008 WOODSIDE O5S
339-510-002 WOODSIDE O5S 339-521-009 WOODSIDE O5S
339-510-003 WOODSIDE O5S 339-521-010 WOODSIDE O5S
339-510-004 WOODSIDE O5S 339-521-011 WOODSIDE O5S
339-510-005 WOODSIDE O5S 339-521-012 WOODSIDE O5S
339-510-006 WOODSIDE O5S 339-522-001 WOODSIDE O5S
339-510-007 WOODSIDE O5S 339-522-002 WOODSIDE O5S
339-510-008 WOODSIDE O5S 339-522-003 WOODSIDE O5S
339-510-009 WOODSIDE O5S 339-522-004 WOODSIDE O5S
339-510-010 WOODSIDE O5S 339-522-005 WOODSIDE O5S
339-510-011 WOODSIDE O5S 339-522-006 WOODSIDE O5S
339-510-012 WOODSIDE O5S 339-522-007 WOODSIDE O5S
339-511-001 WOODSIDE O5S 339-522-008 WOODSIDE O5S
339-511-002 WOODSIDE O5S 339-522-009 WOODSIDE O5S
339-511-003 WOODSIDE O5S 339-522-010 WOODSIDE O5S
339-511-004 WOODSIDE O5S 339-522-011 WOODSIDE O5S
339-511-005 WOODSIDE O5S 339-522-012 WOODSIDE O5S
339-511-006 WOODSIDE O5S 339-522-013 WOODSIDE O5S
339-511-007 WOODSIDE O5S 339-522-014 WOODSIDE O5S
339-511-008 WOODSIDE O5S 339-522-015 WOODSIDE O5S
339-511-009 WOODSIDE O5S 339-522-016 WOODSIDE O5S
339-511-010 WOODSIDE O5S 339-522-017 WOODSIDE O5S
339-511-011 WOODSIDE O5S 339-522-018 WOODSIDE O5S
339-511-012 WOODSIDE O5S 339-522-019 WOODSIDE O5S
339-511-013 WOODSIDE O5S 339-522-020 WOODSIDE O5S
339-511-014 WOODSIDE O5S 339-522-021 WOODSIDE O5S
339-511-015 WOODSIDE O5S 339-522-022 WOODSIDE O5S
339-511-016 WOODSIDE O5S 339-522-023 WOODSIDE O5S
339-511-017 WOODSIDE O5S 339-522-024 WOODSIDE O5S
339-511-018 WOODSIDE O5S 339-522-025 WOODSIDE O5S
339-511-020 WOODSIDE O5S 339-522-026 WOODSIDE O5S
339-511-019 WOODSIDE O5S 339-522-027 WOODSIDE O5S
339-511-021 WOODSIDE O5S 339-522-028 WOODSIDE O5S
339-511-022 WOODSIDE O5S 339-522-029 WOODSIDE O5S
339-520-017 WOODSIDE O5S
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
EXHIBIT B
DESCRIPTION OF AUTHORIZED SERVICES
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
City of Menifee 12
Community Facilities District No. 2017-1 (Maintenance Services)
APPENDIX B
CITY OF MENIFEE
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES)
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2017-1, as provided by
Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing
and/or replacing landscaped areas (may include reserves for replacement) in public street right-of-way,
public landscaping, public open spaces and other similar landscaped areas officially dedicated for public
use. These services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which
maintenance and lighting services may include, without limitation, furnishing of electrical power to street
lights; repair and replacement of damaged or inoperative light bulbs, fixtures and standards; maintenance
(including irrigation and replacement) of landscaping vegetation situated on or adjacent to parks,
parkways, streets, roads and open space; maintenance and repair of irrigation facilities; maintenance of
public signage; graffiti removal from and maintenance and repair of public structures situated on parks,
parkways, streets, roads and open space; maintenance and repair of playground or recreation program
equipment or facilities situated on any park; and
(b) maintenance and operation of water quality improvements which include storm drainage
and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration
basins, flood control channels, fossil fuel filters, and similar facilities. Maintenance services may include
but is not limited to the repair, removal or replacement of all or part of any of the water quality
improvements, fossil fuel filters within the public right-of-way including the removal of petroleum
hydrocarbons and other pollutants from water runoff, or appurtenant facilities, clearing of inlets and
outlets; erosion repairs; and cleanup to improvements, and other items necessary for the maintenance
and servicing of the water quality basin improvements within flood control channel improvements; and
(c) public street sweeping, on the segments of the arterials within the boundaries of CFD No.
2017-1; as well as local roads within residential subdivisions located within CFD No. 2017-1; and any
portions adjacent to the properties within CFD No. 2017-1; and
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.
The above services may be financed by proceeds of the special tax of CFD No. 2017-1 only to the extent
that they are in addition to those provided in the territory of CFD No. 2017-1 before CFD No. 2017-1 was
created or those provided in the territory annexed to CFD No. 2017-1 before the territory was annexed,
as applicable.
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
EXHIBIT C
RATE AND METHOD OF APPORTIONMENT
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services)
1
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES)
OF THE CITY OF MENIFEE
A Special Tax (the “Special Tax”) shall be levied on and collected from each Assessor’s Parcel (defined below)
in Community Facilities District No. 2017-1 (Maintenance Services) (the “CFD No. 2017-1” or “CFD”; defined
below), in each Fiscal Year, (defined below), commencing in the Fiscal Year beginning July 1, 2018, in an
amount determined by the City Council of the City of Menifee, acting in its capacity as the legislative body of
CFD No. 2017-1, by applying the rate and method of apportionment set forth below. All of the real property
in CFD No. 2017-1, unless exempted by law or by the provisions herein, shall be taxed to the extent and in
the manner provided herein.
A. DEFINITIONS
“Acre” or “Acreage” means the land area of an Assessor’s Parcel as shown on any Assessor’s Parcel Map,
or if the land area is not shown on the Assessor’s Parcel Map, the land area as shown on the applicable
Final Map, or if the area is not shown on the applicable Final Map, the land area shall be calculated by
the Administrator.
“Administrative Expenses” means the actual or reasonably estimated costs directly related to the
formation, annexation, and administration of CFD No. 2017-1 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. 2017-1, or any designee thereof
associated with fulfilling the CFD No. 2017-1 disclosure requirements; the costs associated with
responding to public inquiries regarding the Special Taxes; the costs of the City, CFD No. 2017-1 or any
designee thereof related to an appeal of the Special Tax; and the City's annual administration fees
including payment of a proportional share of City overhead and salaries and benefits of any City
employees whose duties are related to the administration of CFD No. 2017-1 and third party expenses
related to CFD No. 2017-1. Administrative Expenses shall also include amounts estimated or advanced
by the City or CFD No. 2017-1 for any other administrative purposes of CFD No. 2017-1, 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 Menifee, or his or her designee.
“Approved Property” means all Assessor’s Parcels of Taxable Property that are included in a Final Map
that was recorded prior to the March 1 preceding the Fiscal Year in which the Special Tax is being levied,
and that have not been issued a building permit on or prior to the June 1 preceding the Fiscal year in
which the special tax is being levied.
“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 that identification number assigned to a parcel by the County
Assessor of the County.
“Building Square Footage” or “BSF” means the floor area square footage reflected on the original
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services)
2
construction building permit issued for construction of a building of Non-Residential Property and any
Building Square Footage subsequently added to a building of such Non-Residential Property after
issuance of a building permit for expansion or renovation of such building.
“Calendar Year” means the period commencing January 1 of any year and ending the following
December 31.
“CFD” or “CFD No. 2017-1” means the City of Menifee Community Facilities District No. 2017-1
(Maintenance Services).
“City” means the City of Menifee.
“Contingent 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. 2017-1 as set forth in
the documents adopted by the City Council at the time the CFD was formed to be provided by the City
in the event the Administrator makes a determination pursuant to Section C(2) that a Property Owners’
Association fails to adequately provide such services.
“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 June 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 G.
“Final Map” means a subdivision of property by recordation of a final map, parcel map, or lot line
adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq.) or
recordation of a condominium plan pursuant to California Civil Code 1352 that creates individual lots for
which building permits may be issued without further subdivision.
“Fiscal Year” means the period from and including July 1st of any year to and including the following June
30th.
“Land Use Category” or “LUC” means any of the categories contained in Section B hereof to which an
Assessor’s Parcel is assigned consistent with the land use approvals that have been received or proposed
for the Assessor’s Parcel as of June 1 preceding the Fiscal Year in which the Special Tax is being levied.
“Maximum Special Tax” means either Maximum Special Tax A and/or Maximum Special Tax B
(Contingent), as applicable.
“Maximum Special Tax A” means for each Assessor’s Parcel and each Fiscal Year, the maximum Special
Tax A, as determined in accordance with Section C below that can be levied on such Assessor’s Parcel in
such Fiscal Year.
“Maximum Special Tax B (Contingent)” means for each Assessor’s Parcel and each Fiscal Year, the
maximum Special Tax B (Contingent), as determined in accordance with Section C below that can be
levied on such Assessor’s Parcel in such Fiscal Year.
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services)
3
“Multi-Family Residential Property” or “MFR” means any Assessor’s Parcel of Residential Property upon
which a building or buildings comprised of attached Residential Units sharing at least one common wall
with another unit are constructed or are intended to be constructed.
“Non-Residential Property” or “NR” means all Assessor's Parcels of Taxable Property for which a building
permit(s) was issued for a non-residential use. The Administrator shall make the determination if an
Assessor’s Parcel is Non-Residential Property.
“Property Owner’s Association” or “POA” means the property owner’s association or homeowner’s
association established to maintain certain landscaping within a Tax Zone.
“Proportionately” means for Taxable Property that is: (i) Developed Property, that the ratio of the actual
Special Tax levy to the Maximum Special Tax is the same for all Parcels of Developed Property, (ii)
Approved Property, that the ratio of the actual Special Tax levy to the Maximum Special Tax is the same
for all Parcels of Approved Property, and (iii) Undeveloped Property that the ratio of the actual Special
Tax levy per acre to the Maximum Special Tax per acre is the same for all Parcels of Undeveloped
Property.
“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 Residential Units
have been constructed or are intended to be constructed or for which building permits have been or
may be issued for purposes of constructing one or more Residential Units.
“Service(s)” means services permitted under the Mello-Roos Community Facilities Act of 1982 including,
without limitation, those services authorized to be funded by CFD No. 2017-1 as set forth in the
documents adopted by the City Council at the time the CFD was formed.
“Single Family Residential Property” or “SFR” means any Residential Property other than Multi-Family
Residential Property on an Assessor’s Parcel.
“Special Tax(es)” means the Special Tax A or Special Tax B (Contingent) to be levied in each Fiscal Year
on each Assessor’s Parcel of Taxable Property.
“Special Tax A” means the annual special tax to be levied in each Fiscal Year on each Assessor’s Parcel of
Taxable Property to fund the Special Tax A Requirement.
"Special Tax A Requirement" means for each Tax Zone that amount to be collected in any Fiscal Year to
pay for certain costs as required to meet the needs of such Tax Zone within CFD No. 2017-1 in both the
current Fiscal Year and the next Fiscal Year. The costs to be covered shall be the direct costs for
maintenance services including but not limited to (i) maintenance and lighting of parks, parkways,
streets, roads and open space, (ii) maintenance and operation of water quality improvements, (iii) public
street sweeping, (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 A
Requirement include funds for Bonds.
“Special Tax B (Contingent)” means the annual special tax to be levied in each Fiscal Year on each
Assessor’s Parcel of Taxable Property to fund the Special Tax B (Contingent) Requirement, if required.
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services)
4
“Special Tax B (Contingent) Requirement” means that amount required in any Fiscal Year, if the POA is
unable to maintain the Contingent Service(s) to: (i) pay the costs of Contingent Services incurred or
otherwise payable in the Calendar Year commencing in such Fiscal Year; (ii) fund an operating reserve
for the costs of Contingent Services as determined by the Administrator; less a credit for funds
available to reduce the annual Special Tax B (Contingent) levy as determined by the Administrator.
"Taxable Property" means all Assessor’s Parcels within CFD No. 2017-1, which are not Exempt Property.
“Taxable Unit” means a Residential Unit, Building Square Footage, or an Acre.
"Tax Zone" means a mutually exclusive geographic area, within which particular Special Tax rates may
be levied pursuant to this Rate and Method of Apportionment of Special Tax. Appendix C identifies the
Tax Zone in CFD No. 2017-1 at formation; additional Tax Zones may be created when property is annexed
into the CFD.
"Tax Zone 1" means the specific geographic area identified on the CFD Boundary Map as Tax Zone 1.
"Tract(s)" means an area of land; i) within a subdivision identified by a particular tract number on a Final
Map, ii) identified within a Parcel Map; or iii) identified within lot line adjustment approved for
subdivision.
“Undeveloped Property” means, for each Fiscal Year, all Taxable Property not classified as Developed
Property or Approved Property.
B. ASSIGNMENT TO LAND USE CATEGORIES
For each Fiscal Year, all Assessor’s Parcels of Taxable Property within CFD No. 2017-1 shall be classified
as Developed Property, Approved Property, or Undeveloped Property, and shall be subject to the levy of
Special Taxes as determined pursuant to Sections C and D below. Assessor’s Parcels of Developed
Property and Approved Property shall be classified as either Residential Property or Non-Residential
Property. Residential Property shall be further classified as Single Family Residential Property or Multi-
Family Residential Property and the number of Residential Units shall be determined by the
Administrator.
C. MAXIMUM SPECIAL TAX RATES
For purposes of determining the applicable Maximum Special Tax for Assessor’s Parcels of Developed
Property and Approved Property which are classified as Residential Property, all such Assessor’s
Parcels shall be assigned the number of Residential Unit(s) constructed or to be constructed thereon
as specified in or shown on the building permit(s) issued or Final Map as determined by the
Administrator. Once a single family attached or multi-family building or buildings have been built on
an Assessor's Parcel, the Administrator shall determine the actual number of Residential Units
contained within the building or buildings, and the Special Tax A levied against the Assessor’s Parcel
in the next Fiscal Year shall be calculated by multiplying the actual number of Residential Units by
the Maximum Special Tax per Residential Unit for the Tax Zone below or as included in Appendix A
as each annexation occurs.
For purposes of determining the applicable Maximum Special Tax for Assessor’s Parcels of Developed
Property and Approved Property which are classified as Non-Residential Property, all such Assessor’s
Parcels shall be assigned the number of Building Square Footage or Acres as shown on the Final Map
as determined by the Administrator. Once the Administrator determines the actual number of
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services)
5
Building Square Footage or Acres for the Assessor’s Parcels, the Special Tax A levied against the
Assessor’s Parcel in the next Fiscal Year shall be calculated by multiplying the number of Building
Square Footage or Acres by the Maximum Special Tax per Taxable Unit identified for the applicable
Tax Zone below or as included in Appendix A as each annexation occurs.
1. Special Tax A
a. Developed Property
(i) Maximum Special Tax A
The Maximum Special Tax A for each Assessor’s Parcel of Developed Property shall be specific to
each Tax Zone within the CFD. When additional property is annexed into CFD No. 2017-1, the
rate and method adopted for the annexed property shall reflect the Maximum Special Tax A for
the Tax Zones annexed and included in Appendix A. The Maximum Special Tax A for Developed
Property for Fiscal Year 2018-19 within Tax Zone 1 is identified in Table 1 below:
TABLE 1
MAXIMUM SPECIAL TAX A RATES
DEVELOPED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
1 TR 36299-1
& PM 9504
Single Family Residential Property RU $158
Multi-Family Residential Property RU $158
Non-Residential Property Acre $1,714
(ii) Increase in the Maximum Special Tax A
On each July 1, commencing on July 1, 2019 the Maximum Special Tax A 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 two percent (2.0%), whichever is greater.
(iii) Multiple Land Use Categories
In some instances, an Assessor's Parcel of Developed Property may contain more than one Land
Use Category. The Maximum Special Tax A that can be levied on an Assessor's Parcel shall be
the sum of the Maximum Special Tax A that can be levied for each Land Use Category located on
that Assessor's Parcel. For an Assessor's Parcel that contains more than one land use, the
Acreage of such Assessor's Parcel shall be allocated to each type of property based on the
amount of Acreage designated for each land use as determined by reference to the site plan
approved for such Assessor's Parcel. The Administrator's allocation to each type of property
shall be final.
b. Approved Property
The Maximum Special Tax A for each Assessor’s Parcel of Approved Property shall be specific to each
Tax Zone within the CFD. When additional property is annexed into CFD No. 2017-1, the rate and
method adopted for the annexed property shall reflect the Maximum Special Tax A for the Tax Zone
annexed and included in Appendix A. The Maximum Special Tax A for Approved Property for Fiscal
Year 2018-19 within Tax Zone 1 is identified in Table 2 below:
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services)
6
TABLE 2
MAXIMUM SPECIAL TAX A RATES
APPROVED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax A
1 TR 36299-1
& PM 9504
Single Family Residential Property RU $158
Multi-Family Residential Property RU $158
Non-Residential Property Acre $1,714
On each July 1, commencing on July 1, 2019 the Maximum Special Tax A for Approved 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
two percent (2.0%), whichever is greater.
c. Undeveloped Property
The Maximum Special Tax A for each Assessor’s Parcel of Undeveloped Property shall be specific to
each Tax Zone within the CFD. When additional property is annexed into CFD No. 2017-1, the rate
and method adopted for the annexed property shall reflect the Maximum Special Tax A for the Tax
Zone annexed and included in Appendix A. The Maximum Special Tax A for Undeveloped Property
for Fiscal Year 2018-19 within Tax Zone 1 is identified in Table 3 below:
TABLE 3
MAXIMUM SPECIAL TAX A RATES
UNDEVELOPED PROPERTY
Tax Zone Tracts Taxable Unit Maximum Special Tax A
1 TR 36299-1
& PM 9504 Acre $1,515
On each July 1, commencing on July 1, 2019 the Maximum Special Tax A for Undeveloped 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
two percent (2.0%), whichever is greater.
2. Special Tax B (Contingent)
The City Council shall levy Special Tax B (Contingent) only in the event the POA defaults in its obligation to
maintain the Contingent Services, which default shall be deemed to have occurred, as determined by the
Administrator, in each of the following circumstances:
(a) The POA files for bankruptcy;
(b) The POA is dissolved;
(c) The POA ceases to levy annual assessments for the Contingent Services; or
(d) The POA fails to provide the Contingent Services at the same level as the City provides similar
services and maintains similar improvements throughout the City and within ninety (90) days
after written notice from the City, or such longer period permitted by the City Manager, fails to
remedy the deficiency to the reasonable satisfaction of the City Council.
a. Developed Property
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services)
7
(i) Maximum Special Tax B (Contingent)
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Taxable Property is shown
in Table 4 and shall be specific to each Tax Zone within the CFD. When additional property is
annexed into CFD No. 2017-1, the rate and method adopted for the annexed property shall
reflect the Maximum Special Tax B (Contingent) for the Tax Zones annexed and included in
Appendix A. The Maximum Special Tax B (Contingent) for Fiscal Year 2018-19 within Tax Zone 1
is identified in Table 4 below:
TABLE 4
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
DEVELOPED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax B
(Contingent)
1 TR 36299-1
& PM 9504
Single Family Residential Property RU $0
Multi-Family Residential Property RU $0
Non-Residential Property Acre $0
(ii) Increase in the Maximum Special Tax B (Contingent)
On each July 1, commencing on July 1, 2019 the Maximum Special Tax B (Contingent) 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 two percent (2.0%), whichever is greater.
(iii) Multiple Land Use Categories
In some instances, an Assessor's Parcel of Developed Property may contain more than one Land
Use Category. The Maximum Special Tax B (Contingent) that can be levied on an Assessor's
Parcel shall be the sum of the Maximum Special Tax B (Contingent) that can be levied for each
Land Use Category located on that Assessor's Parcel. For an Assessor's Parcel that contains more
than one land use, the Acreage of such Assessor's Parcel shall be allocated to each type of
property based on the amount of Acreage designated for each land use as determined by
reference to the site plan approved for such Assessor's Parcel. The Administrator's allocation to
each type of property shall be final.
b. Approved Property
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Approved Property shall be
specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2017-
1, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax B
(Contingent) for the Tax Zone annexed and included in Appendix A. The Maximum Special Tax B
(Contingent) for Fiscal Year 2018-19 within Tax Zone 1 is identified in Table 5 below:
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services)
8
TABLE 5
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
APPROVED PROPERTY
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax B
(Contingent)
1 TR 36299-1
& PM 9504
Single Family Residential Property RU $0
Multi-Family Residential Property RU $0
Non-Residential Property Acre $0
On each July 1, commencing on July 1, 2019 the Maximum Special Tax B (Contingent) for Approved
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 two percent (2.0%), whichever is greater.
c. Undeveloped Property
The Maximum Special Tax B (Contingent) for each Assessor’s Parcel of Undeveloped Property shall
be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No. 2017-
1, the rate and method adopted for the annexed property shall reflect the Maximum Special Tax B
(Contingent) for the Tax Zone annexed and included in Appendix A. The Maximum Special Tax B
(Contingent) for Fiscal Year 2018-19 within Tax Zone 1 is identified in Table 6 below:
TABLE 6
MAXIMUM SPECIAL TAX B (CONTINGENT) RATES
UNDEVELOPED PROPERTY
Tax Zone Tracts Taxable Unit
Maximum Special
Tax B (Contingent)
1 TR 36299-1
& PM 9504 Acre $0
On each July 1, commencing on July 1, 2019 the Maximum Special Tax B (Contingent) for Undeveloped
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 two percent (2.0%), whichever is greater.
D. METHOD OF APPORTIONMENT OF ANNUAL SPECIAL TAX
1. Special Tax A
Commencing with Fiscal Year 2018-19 and for each following Fiscal Year, the City Council shall determine
the Special Tax A Requirement for each Tax Zone and shall levy the Special Tax A on all Assessor’s Parcels
of Taxable Property within such Tax Zone until the aggregate amount of Special Tax A equals the Special
Tax A Requirement for such Tax Zone. The Special Tax A shall be levied for each Fiscal Year as follows:
First: The Special Tax A shall be levied Proportionately on all Assessor’s Parcels of Developed
Property up to 100% of the applicable Maximum Special Tax A to satisfy the Special Tax A Requirement;
Second: If additional moneys are needed to satisfy the Special Tax A Requirement after the first step
has been completed, the Special Tax A shall be levied Proportionately on each Parcel of Approved
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services)
9
Property at up to 100% of the Maximum Special Tax A for Approved Property;
Third: If additional monies are needed to satisfy the Special Tax A Requirement after the first two
steps has been completed, the Special Tax A shall be levied Proportionately on all Assessor’s Parcels of
Undeveloped Property up to 100% of the Maximum Special Tax A for Undeveloped Property.
2. Special Tax B (Contingent)
Commencing with the first Fiscal Year in which Special Tax B (Contingent) is authorized to be levied and
for each following Fiscal Year, the City Council shall determine the Special Tax B (Contingent)
Requirement for each Tax Zone, if any, and shall levy the Special Tax on all Assessor’s Parcels of Taxable
Property within such Tax Zone until the aggregate amount of Special Tax B (Contingent) equals the
Special Tax B (Contingent) Requirement for such Tax Zone. The Special Tax B (Contingent) shall be levied
for each Fiscal Year as follows:
First: The Special Tax shall be levied Proportionately on all Assessor’s Parcels of Developed
Property up to 100% of the applicable Maximum Special Tax B (Contingent) to satisfy the Special Tax B
(Contingent) Requirement;
Second: If additional moneys are needed to satisfy the Special Tax B (Contingent) Requirement after
the first step has been completed, the Special Tax B (Contingent) shall be levied Proportionately on each
Parcel of Approved Property at up to 100% of the Maximum Special Tax B (Contingent) for Approved
Property;
Third: If additional monies are needed to satisfy the Special Tax B (Contingent) Requirement after
the first two steps has been completed, the Special Tax B (Contingent) shall be levied Proportionately on
all Assessor’s Parcels of Undeveloped Property up to 100% of the Maximum Special Tax B (Contingent)
for Undeveloped Property.
E. FUTURE ANNEXATIONS
It is anticipated that additional properties will be annexed to CFD No. 2017-1 from time to time. As each
annexation is proposed, an analysis will be prepared to determine the annual cost for providing Services
to such properties. Based on this analysis, any properties to be annexed, pursuant to California
Government Code section 53339 et seq. will be assigned the appropriate Maximum Special Tax rates for
the Tax Zone when annexed and included in Appendix A.
F. DURATION OF SPECIAL TAX
For each Fiscal Year, the Special Tax A shall be levied as long as the Services are being provided.
For each Fiscal Year, the Special Tax B (Contingent) shall be levied as long as the Contingent Services are
being provided.
G. EXEMPTIONS
The City shall classify as Exempt Property within CFD No. 2017-1, all Assessor’s; (i) which are owned by,
irrevocably offered for dedication, encumbered by or restricted in use by any public entity; (ii) with public
or utility easements making impractical their utilization for other than the purposes set forth in the
easement; (iii) which are privately owned but are encumbered by or restricted solely for public uses; or
(iv) which are in use in the performance of a public function as determined by the Administrator.
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services)
10
H. 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 of CFD No. 2017-1 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).
I. MANNER OF COLLECTION
The Special Tax shall be collected in the same manner and at the same time as ordinary ad valorem
property taxes, provided, however, that CFD No. 2017-1 may collect the Special Tax at a different time
or in a different manner if necessary to meet its financial obligations.
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services)
11
APPENDIX A
CITY OF MENIFEE
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES)
COST ESTIMATE
Special Tax A Services - The estimate breaks down the costs of providing one year's maintenance
services for Fiscal Year 2020-21. These services are being funded by the levy of Special Tax A for
Community Facilities District No. 2017-1.
TAX ZONE 3 (SERVICES)
TRACT NO. 28859
Item Description Estimated Cost
1 Landscaping $16,700
2 Street & Pavement $25,239
3 Streetlights $5,808
4 Drainage $20,249
5 Parks $30,564
6 Graffiti Abatement $460
7 Administration $5,086
8 Reserves $5,195
Total $109,301
Special Tax B Contingent Services - The estimate breaks down the costs of providing one year's
maintenance services for Fiscal Year 2020-21. There are no maintenance services proposed to be
funded by the levy of Special Tax B (Contingent) for Community Facilities District No. 2017-1.
TAX ZONE 3
MAXIMUM SPECIAL TAX RATES
Land Use
Category
Taxable
Unit
Maximum
Special Tax A
Maximum
Special Tax B
Developed RU $679 $0
Approved RU $679 $0
Undeveloped Acre $2,789 $0
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services)
12
MAXIMUM SPECIAL TAXES ASSIGNED TO EACH TAX ZONE
Tax
Zone
Fiscal
Year
Included Tract
No. of
Taxable
Units
Land Use
Category
Taxable
Unit
Maximum
Special Tax
A
Maximum
Special Tax B
(Contingent) Subdivider
1 2018-19 36299-1 &
PM 9504
426 SFR RU $158 $0 Stark Menifee Land, LLC
548 MFR RU $158 $0 Stark Menifee Land, LLC &
Menifee Multifamily, LLC
27.68 NR Acre $1,714 $0 Several
2 2020-21 TR 37576 65 SFR RU $539 $43 MLC Holdings
3 2020-21 TR 28859 161 SFR RU $679 $0 Woodside O5S
4 2020-21 TTM 31098 258 SFR RU $878 $0
Lennar Homes of
California, Inc.
5 2020-21 TTM 36852 68 SFR RU $642 $151 Strata Holland, LLC
ESCALATION OF MAXIMUM SPECIAL TAXES
On each July 1, commencing on July 1, 2021 the Maximum Special Tax 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 two percent (2.0%), whichever
is greater.
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
City of Menifee
Community Facilities District No. 2017-1 (Maintenance Services)
13
APPENDIX B
CITY OF MENIFEE
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES)
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2017-1, as provided by Section
53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing and/or
replacing landscaped areas (may include reserves for replacement) in public street right-of-way, public
landscaping, public open spaces and other similar landscaped areas officially dedicated for public use. These
services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which
maintenance and lighting services may include, without limitation, furnishing of electrical power to street
lights; repair and replacement of damaged or inoperative light bulbs, fixtures and standards; maintenance
(including irrigation and replacement) of landscaping vegetation situated on or adjacent to parks, parkways,
streets, roads and open space; maintenance and repair of irrigation facilities; maintenance of public signage;
graffiti removal from and maintenance and repair of public structures situated on parks, parkways, streets,
roads and open space; maintenance and repair of playground or recreation program equipment or facilities
situated on any park; and
(b) maintenance and operation of water quality improvements which include storm drainage
and flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration
basins, flood control channels, fossil fuel filters, and similar facilities. Maintenance services may include but
is not limited to the repair, removal or replacement of all or part of any of the water quality improvements,
fossil fuel filters within the public right-of-way including the removal of petroleum hydrocarbons and other
pollutants from water runoff, or appurtenant facilities, clearing of inlets and outlets; erosion repairs; and
cleanup to improvements, and other items necessary for the maintenance and servicing of the water quality
basin improvements within flood control channel improvements; and
(c) public street sweeping, on the segments of the arterials within the boundaries of CFD No.
2017-1; as well as local roads within residential subdivisions located within CFD No. 2017-1; and any portions
adjacent to the properties within CFD No. 2017-1; and
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.
The above services may be financed by proceeds of the special tax of CFD No. 2017-1 only to the extent that
they are in addition to those provided in the territory of CFD No. 2017-1 before CFD No. 2017-1 was created
or those provided in the territory annexed to CFD No. 2017-1 before the territory was annexed, as applicable.
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
EXHIBIT D
ANNEXATION AND POTENTIAL ANNEXATION BOUNDARY MAPS
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
3
POLARIS DR
BOULDER
CREST
WAY
RIDGEMOOR RD
GALAXY
W
AY
CONSTELLATION
DR
JUNO ST
LY
R
A
CT
ARIEL C
T
CAPELLA
CT
MILKY
W AY
GA NYM EDE
W
AY
CALLISTO
CT
PEGASUS RD
ARGO
DR
IN
D
U
S
S
T
FORTUNA ST
TRITO
N
S
T
VELA
D
R
ERI
D
A
NU
S
DR
145
147
155 156
161
162
76
96
106
114
120
154
77
80
83 85
90
104
113 117
119 126
135
144
11
13
27
31
49
6174
82
87
89
102
103
115
17
37
38
42
48
51
58
64
150 153
72
75
84
88
94
97
105
111 142
10
1619
25
30
41
43
62
149 158
69
71
79
86 95
99
101
108
134
139
23
34
40
44
47
55
67 7
2
9 8
4
5
3
6
157 160
163
68
78
93
98
100
110
118
121 122 127 128
130 131
141
12
21
24
28
32
148 152
70
73
81
91
107
138
15
35
39
53
57
6365
129
137
20
22
36
50
52
56
33
46
54
66
146
151 159 164
165
92
109
112 116
123 124 125
132 133 136
140143
14
18
26
29
45
59
60
1
ANNEXATION MAP NO. 2
COMMUNITY FACILITIES DISTRICT NO. 2017-1
(MAINTENANCE SERVICES)
CITY OF MENIFEE
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
SHEET 1 OF 2 SHEETS
THIS MAP SHOWS THE BOUNDARIES OF AREAS TO BE
ANNEXED TO COMMUNITY FACILITIES DISTRICT NO. 2017-1
(MAINTENANCE SERVICES), OF THE CITY OF MENIFEE, COUNTY
OF RIVERSIDE, STATE OF CALIFORNIA.
THE BOUNDARIES OF WHICH COMMUNITY FACILITIES
DISTRICT ARE SHOWN AND DESCRIBED ON THE MAP
THEREOF WHICH WAS PREVIOUSLY RECORDED ON
NOVEMBER 7, 2017 IN BOOK 81 OF MAPS OF ASSESSMENT
AND COMMUNITY FACILITIES DISTRICT AT PAGE 69 AND
AS INSTRUMENT NO. 2017-0465706 IN THE OFFICE OF THE
COUNTY RECORDER OF THE COUNTY OF RIVERSIDE,
STATE OF CALIFORNIA.
FILED THIS ____ DAY OF _______________, 20____ AT
THE HOUR OF ____ O'CLOCK __M IN BOOK _____
OF MAPS OF ASSESSMENT AND COMMUNITY FACILITIES
DISTRICTS AT PAGE ______ IN THE OFFICE OF THE
COUNTY RECORDER, IN THE COUNTY OF RIVERSIDE,
STATE OF CALIFORNIA.
FEE: _____________ NO.: ______________________
PETER ALDANA, ASSESSOR, COUNTY CLERK, RECORDER
BY: _______________________________
DEPUTY
CFD 2017-1TAX ZONE 3
^_
·|}þ74·|}þ74
§¨¦215
§¨¦15
·|}þ79
THIS ANNEXATION MAP CORRECTY SHOWS THE LOT ORPARCEL OF LAND INCLUDED WITHIN THE BOUNDARIES OFTHE COMMUNITY FACILITIES DISTRICT. FOR DETAILSCONCERNING THE LINES AND DIMENSIONS OF LOTS ORPARCEL REFER TO THE COUNTY ASSESSOR MAPS FORFISCAL YEAR 2019-20. -
I HEREBY CERTIFY THAT THE WITHIN MAP SHOWING PROPOSED
BOUNDARIES OF COMMUNITY FACILITIES DISTRICT NO. 2017-1
(MAINTENANCE SERVICES), OF THE CITY OF MENIFEE, COUNTY
OF RIVERSIDE, STATE OF CALIFORNIA, WAS APPROVED BY THE
CITY COUNCIL OF THE CITY OF MENIFEE AT A REGULAR
MEETING THEREOF, HELD ON ______ DAY OF ______,
20____,
BY ITS RESOLUTION NO. _______________
___________________________________
CITY CLERK
CITY OF MENIFEE
FILED IN THE OFFICE OF THE CITY CLERK, CITY OF MENIFEE, THIS
_______ DAY OF _________________, 20___.
___________________________________
CITY CLERK
CITY OF MENIFEE
LEGEND
ANNEXATION AREA BOUNDARY
PARCEL LINE
CITY BOUNDARY
XXX-XXX-XXX ASSESSOR PARCEL NUMBER
3 TAX ZONE
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
ANNEXATION MAP NO. 2
COMMUNITY FACILITIES DISTRICT NO. 2017-1
(MAINTENANCE SERVICES)
CITY OF MENIFEE
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
SHEET 2 OF 2 SHEETS
ƐƐŵƚEŽ WE
1 339020039
2 339362020
3 339362021
4 339362022
5 339362023
6 339362024
7 339362025
8 339362026
9 339362027
10 339500001
11 339500002
12 339500003
13 339500004
14 339500005
15 339500006
16 339500007
17 339500008
18 339500009
19 339500010
20 339500011
21 339500012
22 339500013
23 339500014
24 339500015
25 339500016
26 339500017
27 339500018
28 339500019
29 339500020
30 339500021
31 339500022
32 339500023
33 339500024
34 339500025
35 339500026
36 339500027
37 339500028
38 339501001
39 339501002
40 339501003
41 339501004
42 339501005
43 339502001
44 339502002
45 339502003
46 339502004
47 339502005
48 339502006
49 339510001
50 339510002
51 339510003
52 339510004
ƐƐŵƚEŽ APN
53 339510005
54 339510006
55 339510007
56 339510008
57 339510009
58 339510010
59 339510011
60 339510012
61 339511001
62 339511002
63 339511003
64 339511004
65 339511005
66 339511006
67 339511007
68 339511008
69 339511009
70 339511010
71 339511011
72 339511012
73 339511013
74 339511014
75 339511015
76 339511016
77 339511017
78 339511018
79 339511019
80 339511020
81 339511021
82 339511022
83 339511023
84 339511024
85 339511025
86 339511026
87 339511027
88 339511028
89 339511029
90 339511030
91 339511031
92 339512001
93 339512002
94 339512003
95 339512004
96 339512005
97 339512006
98 339512007
99 339512008
100 339512009
101 339512010
102 339512011
103 339512012
104 339512013
AssmtNo APN
105 339512014
106 339520001
107 339520002
108 339520003
109 339520004
110 339520005
111 339520006
112 339520007
113 339520008
114 339520009
115 339520010
116 339520011
117 339520012
118 339520013
119 339520014
120 339520015
121 339520016
122 339520017
123 339520018
124 339520019
125 339521001
126 339521002
127 339521003
128 339521004
129 339521005
130 339521006
131 339521007
132 339521008
133 339521009
134 339521010
135 339521011
136 339521012
137 339522001
138 339522002
139 339522003
140 339522004
141 339522005
142 339522006
143 339522007
144 339522008
145 339522009
146 339522010
147 339522011
148 339522012
149 339522013
150 339522014
151 339522015
152 339522016
153 339522017
154 339522018
155 339522019
156 339522020
AssmtNo
157 339522021
158 339522022
159 339522023
160 339522024
161 339522025
162 339522026
163 339522027
164 339522028
165 339522029
WE
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
EXHIBIT E
PETITION
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
EXHIBIT F
NOTICE OF PUBLIC HEARING
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
EXHIBIT F
NOTICE OF PUBLIC HEARING ON RESOLUTION OF INTENTION TO ANNEX
TERRITORY TO AN EXISTING COMMUNITY FACILITIES DISTRICT NO. 2017-1
(MAINTENANCE SERVICES)
NOTICE IS HEREBY GIVEN that the City Council of the City of Menifee on April 15, 2020 adopted its
Resolution No. 2020-__, in which it declared its intention to annex territory to existing Community Facilities
District No. 2017-1 (Maintenance Services) (the "CFD No. 2017-1"), and to levy a special tax to pay for
certain maintenance services, all pursuant to the provisions of the Mello-Roos Community Facilities Act of
1982, Chapter 2.5, Part 1, Division 2, Title 5 of the California Government Code. The resolution describes
the territory to be annexed and describes the rate and method of apportionment of the proposed special
tax. No change in the tax levied in the existing CFD No. 2017-1 is proposed.
NOTICE IS HEREBY FURTHER GIVEN that the City Council has fixed 6:00 p.m., or as soon thereafter as
practicable, Wednesday, May 20, 2020 in the City Council Chambers located at 29844 Haun Road,
Menifee, California 92586, as the time and place when and where the City Council will conduct a public
hearing on the annexation of territory to CFD No. 2017-1. At the hearing, the testimony of all interested
persons for or against the annexation of the territory or the levying of the special taxes will be heard. If and
to the extent participation in the May 20, 2020 meeting must occur by teleconference, videoconference, or
other electronic means authorized by the Ralph M. Brown Act or an Executive Order of the Governor of
California, the means and methods for participating the meeting shall be posted on the Agenda for said
meeting, which shall be posted at least 72 hours prior to the meeting on the City of Menifee
(www.cityofmenifee.us), and outside of City Hall at 29844 Haun Road, Menifee, California 92586. A copy
of the Agenda will be made available upon request to the Menifee City Clerk's office at 951-723-3471.
DATED: ____________, 2020 _________________________________________
City Clerk of the City of Menifee
PUB: ____________, 2020
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
EXHIBIT G
BALLOT
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
CITY OF MENIFEE
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES)
(May 20, 2020)
This ballot is for the use of the authorized representative of the following owner of land within
Community Facilities District No. 2017-1 (Maintenance Services) (“CFD No. 2017-1”) of the City
of Menifee:
Name of Landowner Number of Acres Owned Total Votes
Woodside O5S 64.52 65
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 Menifee (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. 2017-1, City of
Menifee, County of Riverside, State of California. Please advise the City Clerk, at (951) 672-6777
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 May
6, 2020, 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 5:00 p.m. on May 20, 2020,
at the Clerk’s office at 29844 Haun Road, City of Menifee, CA 92586.
However delivered, this ballot must be received by the Clerk prior to the close of the public
meeting on May 20, 2020.
Very truly yours,
Sarah Manwaring
City Clerk
City of Menifee
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
TO CAST THIS BALLOT, PLEASE RETURN THIS ENTIRE PAGE.
OFFICIAL SPECIAL TAX BALLOT
Name & Address of Property
Owner: Assessor’s Parcel Number(s):
Woodside O5S
Attn: Kory Liston
11870 Pierce Street, Ste. 250
Riverside, CA 92505
See Attachment A
CITY OF MENIFEE
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
COMMUNITY FACILITIES DISTRICT NO. 2017-1 (MAINTENANCE SERVICES)
AN “X” OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT
SPECIAL TAX BALLOT MEASURE MARK “YES” OR “NO”
WITH AN “X”:
Shall the City Council of the City of Menifee be authorized to levy a
special tax on an annual basis at the rates and apportioned as
described in Exhibit B to the Resolution Declaring its Intention to
Annex territory to Community Facilities District No. 2017-1
(Maintenance Services) adopted by the City Council on April 15,
2020 (the “Resolution”), which is incorporated herein by this
reference, within the territory identified on the map entitled
“Annexation Map No. 2 of Community Facilities District No. 2017-1
(Maintenance Services) City of Menifee” to finance certain
services as set forth in Section 5 to the Resolution (including
incidental expenses), and shall an appropriation limit be
established for the Community Facilities District No. 2017-1
(Maintenance Services) in the amount of special taxes collected?
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__.
Woodside O5S
A California limited liability company
Signature
Print Name
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
ATTACHMENT A
Assessor Parcel
Number(s)
Assessor Parcel
Number(s)
Assessor Parcel
Number(s)
Assessor Parcel
Number(s)
339-020-039 339-502-001 339-511-023 339-521-001
339-362-020 339-502-002 339-511-024 339-521-002
339-362-021 339-502-003 339-511-025 339-521-003
339-362-022 339-502-004 339-511-026 339-521-004
339-362-023 339-502-005 339-511-027 339-521-005
339-362-024 339-502-006 339-511-028 339-521-006
339-362-025 339-510-001 339-511-029 339-521-007
339-362-026 339-510-002 339-511-030 339-521-008
339-362-027 339-510-003 339-511-031 339-521-009
339-500-001 339-510-004 339-512-001 339-521-010
339-500-002 339-510-005 339-512-002 339-521-011
339-500-003 339-510-006 339-512-003 339-521-012
339-500-004 339-510-007 339-512-004 339-522-001
339-500-005 339-510-008 339-512-005 339-522-002
339-500-006 339-510-009 339-512-006 339-522-003
339-500-007 339-510-010 339-512-007 339-522-004
339-500-008 339-510-011 339-512-008 339-522-005
339-500-009 339-510-012 339-512-009 339-522-006
339-500-010 339-511-001 339-512-010 339-522-007
339-500-011 339-511-002 339-512-011 339-522-008
339-500-012 339-511-003 339-512-012 339-522-009
339-500-013 339-511-004 339-512-013 339-522-010
339-500-014 339-511-005 339-512-014 339-522-011
339-500-015 339-511-006 339-520-001 339-522-012
339-500-016 339-511-007 339-520-002 339-522-013
339-500-017 339-511-008 339-520-003 339-522-014
339-500-018 339-511-009 339-520-004 339-522-015
339-500-019 339-511-010 339-520-005 339-522-016
339-500-020 339-511-011 339-520-006 339-522-017
339-500-021 339-511-012 339-520-007 339-522-018
339-500-022 339-511-013 339-520-008 339-522-019
339-500-023 339-511-014 339-520-009 339-522-020
339-500-024 339-511-015 339-520-010 339-522-021
339-500-025 339-511-016 339-520-011 339-522-022
339-500-026 339-511-017 339-520-012 339-522-023
339-500-027 339-511-018 339-520-013 339-522-024
339-500-028 339-511-019 339-520-014 339-522-025
339-501-001 339-511-020 339-520-015 339-522-026
339-501-002 339-511-019 339-520-016 339-522-027
339-501-003 339-511-020 339-520-017 339-522-028
339-501-004 339-511-021 339-520-018 339-522-029
339-501-005 339-511-022 339-520-019
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF MENIFEE )
I, Sarah A. Manwaring, City Clerk of the City of Menifee, do hereby certify that the foregoing
Resolution No. 20- was duly adopted by the City Council of the City of Menifee at a
meeting thereof held on the 15th day of April 2020 by the following vote:
Ayes:
Noes:
Absent:
Abstain:
_______________________________
Sarah A. Manwaring, City Clerk
DocuSign Envelope ID: 470C207F-4DD5-471D-9F18-A2A29266C2FD
None
None
880
None
August, Deines, Liesemeyer, Sobek, Zimmerman