19-772RESOLUTION NO. 19-772
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
MENIFEE CALLING AN ELECTION TO SUBMIT TO THE
QUALIFIED ELECTORS THE QUESTION OF LEVYING A
SPECIAL TAX WITHIN THE AREA PROPOSED TO BE
ANNEXED TO COMMUNITY FACILITIES DISTRICT NO. 2015-2
(MATNTENANCE SERVICES) (ANNEXATION NO. 33)
WHEREAS, pursuant to the Mello-Roos Community Facilities Act of 1982 (the "Act"), on May 20,
2015, the City Council (the "City Council") of the City of Menifee (the "City") approved Resolution
No. 15-440 establishing Community Facilities District No. 2015-2 (Maintenance Services) of the
City of Menifee, County of Riverside, State of California (the "CFD No. 2015-2") for the purpose
of levying special taxes on parcels of taxable property therein for the purpose of providing certain
services (the "services") which are necessary to meet increased demands placed upon the City
as a result of the development of said real propedy; and
WHEREAS, the City Council called a special election for May 20, 20'15, at which the questions of
levying a special tax and establishing an appropriations limit with respect to the cFD No. 2015-2
were submitted to the qualified electors within the CFD No. 2015-2; and
WHEREAS, at a special election held on May 20, 2015, more than two{hirds (%) of all votes cast
were cast in favor of the levy of a special tax and the establishment of an appropriations limit, as
determined by the City Council in Resolution No. 15-441, which was duly adopted on [\ilay 20,
2015; and
WHEREAS, the City Council is authorized by Article 3.5 (commencing with Section 53339) of
Chapter 2.5 of Part 1 of Division 2 of Title 5 of the Government Code as amended to annex
territory into an existing community facillties district by complying with the procedures set forth in
said Article 3.5; and
WHEREAS, the City Council on December 19,2018 duly adopted Resolution No.'18-755 (the
"Resolution of lntention") declaring its intention to annex certain territory to the CFD No. 2015-2
and to levy a special tax within that territory to pay for certain services and setting a time and
place for the public hearing on the proposed annexation for February 20, 2019; and
WHEREAS, the territory proposed to be annexed is identified in a map entitled "Annexation Map
No. 33, Community Facilities District No. 2015-2 (Maintenance Services)" a copy of which was
recorded, on December 28,2018, in Book 83 of Maps of Assessment and Communtty Facilities
Districts at Page 39, in the office of the Riverside County Recorder; and
WHEREAS, pursuant to the Act and the Resolution of lntention, a noticed public hearing was
convened by the City Council on February 20,2019, not earlier than the hour of 6:00 p.m. at the
City Hall located at 29714l1aun Road, Menifee, California 92586, at which hearing all interested
persons were given the opportunity to appear and be heard on the proposed annexation of satd
territory to the CFD No. 20'15-2 and the levy of special taxes within said territory proposed to be
annexed, and;
WHEREAS, written protests have not been faled by fifty percent (50%) or more of the registered
voters residing within the CFD No. 2015-2, or by fifty percent (50%) or more of the registered
voters residing within the territory proposed to be annexed, or by the owners of one-half (%) or
Date Adopted: February 20,2019
Page 1 of ,1
more of the area within the CFD No. 2015-2, or by the owners of one-half (%) or more of the
territory proposed to be annexed; and
WHEREAS, the City Councll has determined that there are fewer than twelve (12) registered
voters residing in the territory proposed to be annexed to the CFD No. 2015-2 and that the
qualified electors in such territory are the landowners; and
WHEREAS, on the basis of all of the foregoing, the City Council has determined at this time to
call an election to authorize the annexation of territory to the CFD No. 2015-2 and the levying of
a specral tax as described in Exhibit A attached hereto, and
WHEREAS, the City Council has received a written instrument from each landowner in the
territory proposed to be annexed to the CFD No. 2015-2 consenting to the shortening of election
time requirements, waiving analysis and arguments, and waiving all notice requirements relating
to the conduct of the election; and
WHEREAS, the City Clerk has concurred with the election date set forth herein
Section l. Recitals. The foregoing recitals are true and correct.
Section 2. Conformation of Findino in Resolution of lntention. The City Council reconfirms all
of its findings and determinations as set forth in the Resolution of lntention.
Section 3.Findinos Reqardinq Protests. The City Council finds and determines that written
protests to the proposed annexation of territory to the CFD No. 2015-2 and the levy of the special
tax within such territory are insufficient in number and in amount under the Act, and the City
Council hereby further orders and determines that all such protests are hereby overruled.
Section 4.Findinqs Reoardinq Prior Proceedinqs. The City Council finds and determines that
all prior proceedings had and taken by the City Council with respect to the annexation of territory
to the CFD No. 2015-2 are valid and in conformity with the requirements of the Act.
Section 5.Levv of S cial Tax As stated in the Resolution of lntention, except where funds
are otherwise available, subject to the approval of the qualified electors of territory proposed to
be annexed to the CFD No. 20'15-2, a special tax sufficient to pay the costs of the Services
(including incidental expenses as described in the Resolution of lntention), secured by recordation
of a continuing lien against all nonexempt real property in the CFD No. 2015-2, will be levied
annually in the CFD No. 2015-2. The rate and method of apportionment, and manner of collection
of the special tax are specified in Exhibit A hereto.
Section 6. Apportionment ofTax. The special tax as apportioned to each parcel is based on
the cost of making the Services availabte to each parcel, or other reasonable basis, and is not
based on or upon the ownership of real property.
Section 7.Tax Roll Preparation. The office of the Public Works Director ,29714 Haun Road,
Menifee, California 92586, is hereby designated as the office that will be responsible for annually
Date Adopted: February 20,2019
Page 2 of 4
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF MENIFEE,
ACTING AS THE LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT NO. 2Ot5-2
(MAINTENANCE SERVICES) OF THE CITY OF MENIFEE, DETERMINE AND ORDER AS
FOLLOWS:
preparing a current roll of special tax levy obligations by assessor's parcel number and that willbe responsible for estimating future special tax levies pursuant to Government Code
section 53340.2. The Public Works Director may cause these functions to be performed by his or
her deputies, assistants, or other designated agents.
Section 9.cial Election Votin Procedu The City Council hereby submits the
question of levying the special tax within the territory proposed to be annexed to the qualified
electors ofthe territory proposed to be annexed, in accordance with and pursuant to the Act. The
special election shall be held on February 20,2019, and shall be conducted as follows:
(a) Qualified Electors. The City Council hereby determines that the Services are
necessary to meet increased demands placed upon the City as a result of development occurring
within the boundaries of the territory proposed to be annexed to the CFD No. 2015-2. Because
fewer than twelve registered voters reside within the territory proposed to be annexed to the CFD
No. 2015-2 on January 2, 2019 (a datewithin the 90 days preceding the close ofthe public hearing
on the territory proposed to be annexed to the CFD No. 2015-2), the qualified electors shall be
the landowners within the territory proposed to be annexed to the CFD No. 2015-2, and each
landowner who was the owner of record at the close of the hearing shall have one vote for each
acre or portion of an acre of land that such landowner owns within the territory proposed to be
annexed to the CFD No. 2015-2.
(b) Consolidation of Elections: Combination of Propositions on Ballot. The
election on the question of levying the special tax and establishing an appropriations limit for the
CFD No. 2015-2 shall be consolidated, and the two propositions shall be combined into a single
ballot proposition for submission to the voters, as authorized by Government Code Section
53353.5.
(c) Mail Ballot Election. Pursuant to Government Code section 53327.5, the
election shall be conducted as a mail ballot election. The City Council hereby ratifies the City
Clerk's delivery of a ballot to each landowner within the territory proposed to be annexed to the
CFD No. 2015-2. The City Council hereby ratifies the form of the ballot, which is attached hereto
as Exhibit B.
(d)Return of Ballots The City Clerk shall accept the ballots of the landowners
up to 6:00 p.m. on February 20, 2019. The City Clerk shall have available ballots that may be
marked at the City Clerk's office on the election day by voters. Once all qualified electors have
voted, the City Clerk may close the election.
(e) Canvass of Election. The City Clerk shall commence the canvass of the
returns of the special election as soon as the election is closed (on February 20,2019, or when
all qualified electors have voted) at the City Clerk's office. At the conclusion of the canvass, the
City Clerk shall declare the results of the election.
(f) Declaration of Results. The City Council shall declare the results of the
special election following the completion of the canvass of the returns and shall cause to be
Section 8. Accountabilitv Measures. Pursuant to Government Code sectton 50075. 1 , the City
shall create a separate account into which special tax proceeds will be deposited; and the Public
Works Director annually shall prepare and file a report with the City Council that will state (a) the
amount of funds collected and expended and (b) the status of the Services financed in the CFD
No. 2015-2.
Date Adopted: February 2A,2019
Page 3 of 4
inserted into its minutes a statement of the results of the special election as ascertained by the
canvass of the returns.
Section 10. General Authorization with Respect to the Election. 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. All actions heretofore taken by the
offtcers, employees, and agents of the City that are in conformity with the purposes and intent of
this Resolution are hereby ratified, confirmed, and approved in all respects.
Section 1 1.Filinq of Resolution and Mao with Citv Clerk. The City Council hereby directs the
City Clerk to file a copy of this Resolution and the annexation map of the boundaries of the CFD
No. 2015-2 in his/her office.
Section 12. Effective Date This Resolution shall take effect immediately upon its adoption
PASSED AND ADOPTED by the City Council of the City of Menifee at a regular meeting held on
this 20th day of February 2019 by the following vote:
ATTEST:APPROVED:
anwanng,City Clerk Bill Zim n
APPROVED AS TO FORM:
yor
re Melching, City ey
Date Adopted: February 20, 2019
Page 4 of ,1
EXHIBIT A
coMMUNtry FACtLtTtES D|STRICT NO. 2015-2 (MATNTENANCE SERVTCES)
RATE AND METHOD OF APPORTIONMENT
RATES AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
coMMUNtTy FACtLtTtES DtSTRtCT NO. 2015-2 (MATNTENANCE SERVTCES)
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.2015-2 (Maintenance Services) (the "CFD No. 2OLS-2, or,,CFO,,;
defined below), in each FiscalYear, (defined below), commencing in the Fiscalyear beginning July 1, 2015,
in an amount determined by the City Council of the City of Menifee, acting ex officio as the legislative
body of CFD No. 2015-2, by applying the rates and method of apportionment set forth below. All of the
real property in CFD No. 2015-2, 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. 2015-2 including, but not limited to: the costs
of computin8 the Special Taxes and preparing the annual SpecialTax collection schedules (whether
by the City or designee thereof or both); the costs to the City, CFD No. 2015-2, or any designee thereof
associated with fulfilling the CFD No. 2015-2 disclosure requirements; the costs associated with
respondingto publicinquiries regarding the Special Tax; the costs of the City, CFD No. 2015-2 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 salaries and benefits of any City employees and City
overhead whose duties are related to the administration and third party expenses. Administrative
Expenses shall also include amounts estimated or advanced by the City or CFD No. 20L5-2 for any
other administrative purposes of CtO No. 2015-2, including attorney's fees and other costs related to
commencing and pursuing to completion any foreclosure of delinquent SpecialTaxes.
"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 of 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 Cou nty.
City of Menifee
Community Facilities District No. 2015-2 {Maintenance Services)
1
"Building Square Footage" or "BSF" means the floor area square footage reflected on the original
construction bu ild ing permit issued for construction of a bu ilding of Non-Residential Property and any
Building Square Footage subsequently added to a building of such Taxable Property after issuance of
a building permit for expansion or renovation of such building.
"CFD" or "CFD No. 2015-2" means the City of Menifee Community Facilities District No. 2015-2
(Maintenance Services).
"City" has the meaning set forth in the preamble.
"County''means the County of Riverside
"Developed Property'' means all Assessor/s Parcels of Taxable Property for which a building permit
for new construction has been issued on or prior to March 1 preceding the Fiscal year in which the
SpecialTax is being levied.
"Exempt Property" means all Assessors'Parcels desiBnated as being exempt from the SpecialTax as
provided for in Section G.
"Final Map" means a subdivision of property by recordation of a final map, parcel map, or lot line
ad.lustment, 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 1'tof any year to and including the following
Ju ne 3Oth.
"Land Use Catetory" 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 March 1 preceding the FiscalYear in which the Special Tax is
being levied.
"Maximum Special Tax" means the Maximum SpecialTax, as determined in accordance with Section
C below, that can be levied in any Fiscal Year on any Assessor's Parcel within CFD No. 2015- 2.
"Multi-Family Residential Property" means any Assessor's Parcel of residential property that consists
of a building or buildings comprised of attached Residential Units available for rental, but not
purchase, by the general public and under common management.
"Non-Residential Property'' 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.
"Proportionately'' means for Taxable Property that is: (i) Developed Property, that the ratio of the
actual SpecialTax levy to the Maximum SpecialTax is the same for all Parcels of Developed Property,
(ii) Approved Property, that the ratio ofthe actual Special Tax levy to the Maxim um SpecialTaxisthe
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
U ndeveloped Property.
City of Menifee
Community Facilities District No. 2015-2 (Maintenance Services)
2
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to the levy of SpecialTaxes 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 assiSned 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. For Parcels of undeveloped property zoned for development of single family attached
or multi-family units, the number of Residential Units shall be determined by referencing the
condominium plan, apartment plan, site plan or other development plan, or by assigning the
maximum allowable units permitted based on the underlying zoning for the Parcel. 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 levied against the Parcel in the next Fiscal Year shall be calculated by
multiplying the actual number of Residential Units by the Maximum SpecialTax per Residential Unit
identified for the Tract in Table 1 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-ResidentialProperty, 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
Building Square Footage or Acres for the Assessor's Parcels, the Special Tax levied against the 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 Tax Zone in Table 1 below or as
included in Appendix A as each Annexation occurs.
a. Developed Propertv
(i)Maximum Special Tax
The Maximum SpecialTax for each Assessor's Parcel of Taxable Property is shown in Table L
is shall be specific to each Tax Zone within the CFD. When additional property is annexed into
CFD No. 2015-2, the rate and method adopted for the annexed property shall reflect the
Maximum SpecialTax for the Tax Zones annexed and included in Appendix A. The Maximum
SpecialTax for Fiscal Year 2015-2016 within Tax Zone 1 is identified in Table L below:
TABTE 1
MAXIMUM SPECIAL TAX RATES
DEVELOPED PROPERW
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
SpecialTax
1 32277 Single Fam ily Residential Property R/U s 819
(ii)lncrease in the Maximum SpecialTax
City of Menifee
Community Facilities District No, 2015-2 (Maintenance Services)
4
On each Ju ly 1, com mencing on July 1, 2016 the Maximum Special Tax for Developed property
shall increase by i) the percentage increase in the Consumer Price lndex (All ltems) 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 Catesories
ln some instances an Assessor's Parcel of Developed Property may contain more than one
Land Use Category. The Maximum Special Tax that can be levied on an Assessor's parcel shall
be the su m of the Maximum Special Tax 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 Prooertv
The Maximum Special Tax for each Assessor's Parcel of Taxable Property is shown in Table 2 sha ll
be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No.
2015-2, the rate a nd method adopted for the annexed property shall reflect the Maxim um Special
Tax for the Tax Zone annexed and included in Appendix A. The Maximum Special Tax for Fiscal
Year 2015-2016 within the Tax Zone is identified in Table 2 below:
Tax
Zone Tract Land Use Category
Taxable
Unit
Maximum
Special Tax
1,32277 Single Family Residential Property R/U s819
On each July L, commencing on July 1, 201.6 the Maximum Special Tax for Approved Property sha ll
increase by i) the percentage increase in the Consumer Price lndex (All ltems) 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.
U ndeveloped Propertv
The Maximum SpecialTax for each Assessor's Parcel ofTaxable Property is shown in Table 3 shall
be specific to each Tax Zone within the CFD. When additional property is annexed into CFD No,
2015-2, the rate and method adopted forthe annexed property shall reflect the Maximum Special
Tax for the Tax Zone annexed and included in Appendix A. The Maximum Special Tax for Fiscal
Year 2015-2016 within the Tax Zone is identified in Table 3 below:
c
TABLE 2
MAXIMUM SPECIAT TAX RATES
APPROVED PROPERTY
TABLE 3
MAXIMUM SPECIAT TAX RATES
UNDEVELOPED PROPERTY
Tax Zone Tracts Maximum Special Tax
L 32277 Acre 54,246
City of Menifee
Community Facilities District No. 2015-2 (Maintenance Services)
5
Taxable Unit
On each July 1, commencing on July 1, 2016 the Maximum Special Tax for Undeveloped Property shall
increase by i) the percentage increase in the Consumer Price lndex (All ltems) for Los Angeles -
Riverside - Orange County (1982-84 = 1.00) since the beginning of the preceding Fiscal year, or ii) by
two percent (2.0%), whichever is greater.
D. METHOD OF APPORTIONMENT OF ANNUAL SPECIALTAX
Commencing with Fiscal Year 20L5-2016 and for each following Fiscal Year, the Council shall
determine the Special Tax Requirement and shall levy the Special Tax on all Assessor's Parcels of
Taxable Property until theaggregateamountofSpecial Tax equals the Special Tax Requirement. The
SpecialTax shall be levied for each Fiscal Year asfollows:
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 to satisfy the Specia I Tax Requirement;
Second: lf additional moneys are needed to satisfythe Special Tax Requirement after the first step
has been completed, the Special Tax shall be levied Proportionately on each Parcel of Approved
Property at up to 100% of the Maximum Special Tax for Approved Property;
Third: lf additional monies are needed to satisfy the Special Tax Requirement after the first
two steps has been completed, the Special Tax shall be levied Proportionately on all Assessor's Parcels
of Undeveloped Property up to 100% ofthe Maximum SpecialTax for Undeveloped Property.
E. FUTURE ANNEXATIONS
It is anticipated that additional properties will be annexed to CFD No. 201.5-2 frcm time to time. As
each annexation is proposed, an analysis will be prepared to determine the annualcost for providing
Services. Based on this analysis, the property to be annexed, pursuant to California Government Code
section 53339 et seq. will be assigned to the appropriate Maximum Special Tax rate for the Tax Zone
when annexed and included in Appendix A.
The City shall classify as Exempt Property within CFD No. 2015-2, any Assessor's Parcel in any of the
following categories; (i) Assessor's Parcels which are owned by, irrevocably offered for dedication,
encumbered by or restricted in use by any public entity; (ii) Assessor's Parcels with public or utility
easements making impractical their utilization for other tha n the purposes set forth in the easemenU
(iii) Assessor's Parcels which are privately owned but are encumbered by or restricted solely for public
uses; or (iv) any Assessor's Parcel wh ich is in use in the performa nce of a pu blic function as determined
by the Adm inistrator.
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, A representative(s) of CFD No. 2015-2 shall promptly
review the appeal, and if necessary, meet with the property owner, consider written and
City of M enifee
Community Facilities District No. 2015-2 {Maintenance Services)
F. TERM OF SPECIAL TAX
For each Fiscal Year, the Special Taxes shall be levied as long as the Services are being provided.
G. EXEMPTIONS
6
oral evidence regardinB the amount of the special Tax, and rule on the appeal. lf the re prese n tat ive'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 SpecialTax
on that Assessor's Parcel in the subsequent FiscalYear(s).
I. MANNER OF COLTECTION
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. 20L5-2 may collect the Special Tax at a different time
or in a different manner if necessary to meet its financial obligations.
City of Menifee
Community Facilities District No. 2015-2 (Maintenance Services)
7
APPENDIX A
MAINTENANCE SERVICES - The estimate breaks down the costs of providing one year's maintenance
services for Fiscal Year 2019-2020. These services are being funded by the levy of Special Tax for CFD No.
2015-2.
TAX ZONE 33
CUP 2016-233 - MAINTENANCE SERVICES
Item Descriptio n Estimated Cost
1 Landscaping
LiBht ing
Streets
D ra inage
Administration
Reserves
S1,9e4
3
S416
s 2,93s(crq
563s
S 3e3
4
5
5
Total s6,906
MAXIMUM SPECIAt TAX RATES
FOR SERVICES
Land Use
Category
Taxable
Unit
Maximum
Special Tax
Developed
d
U ndeveloped
Acre
Acre
Acre
s 1,606
S 1,606
s 1,606
ESCALATION OF MAXIMUM SPECIAL TAXES
On each July 1, commencing on July 1, 2016 the Maximum Special Tax shall increase by i) the percentage
increase in the Consumer Price lndex (All ltems) 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 Breater.
City of Menifee
Community Facilities District No. 2015-2 (Maintenance Services)
8
CITY OF MENIFEE
coMMUNtfi FAC|LtTtES DtSTRtCT NO. 2015-2 (MATNTENANCE SERVTCES)
COST ESTIMATE
2
ESCATATION OF MAXIMUM SPECIAT TAXES
On each July 1, commencing on July 1, 2016 the Maximum SpecialTax shall increase by i) the percentage
increase in the Consumer Price lndex (All ltems) 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
Annex
No.
Tax
Zone
Fiscal
Year Tract
Land Use
CateSory
No. of
Taxable
Units
Taxable
Unit
Maximum
Special
Tax Subdivider
Original 2015-16 32217 Residentiai 359 R/U 5819 Menifee Heights lnv., LLC
1 2 20L6 17 32101 Resid en tia I 797 R/U 57 7s Diamond Bros. Five Partner LP
2 3 2016 77 PM 33703 Non Residential 1.89 Acre s2,t4O Menifee Auto Care, LLC
3 4 2076-r7 LLA 13 004 Non-Residential 0.93 Acre s334 Halle Properties
4 5 2016-77 PM 34318 16.3 5 Acre 52e0 Menifee Lakes Plaza, LLC
5 6 2018,19 TR 31856 Residential 1l R/U ss3s Menifee Land Dev, LLC
6 1 2017- 18 29777 Residential 773 R/U s63o TTLC Talavera, LLC
7 8 2077 -L8 36788 Residential 30 R/U s713 Menifee Estates, LLC
8 9 2077 -t8 36998 Non Residential 2.00 Acre ss,867 FoothillArch, LLC
9 10 2017-18 LLA 10-003 Non-Residential 060 Acre 57,772 Southern lnland lnvest, LLC
10 11 2077-78 PM 22233 Non Residential 1.37 Acre 5883 Ryan Brothers, LLC
11 2011-1,8 34406 Residential 663 R/U 5187 CalAtlantic Group, lnc
12 13 20t7 -1,8 36128 Non-Residential t4.04 Acre 54,979 Stater Bros. Markets
13 1.4 20t1-18 LLA 12-007 Non-Residential 1.14 Acre 58,'162 Newport Road, LP
1.4 15 20L7 -t8
POR PAR A,
rLA 10,003 Non Res dential 0.79 Acre s4,s16 Crestview Consolidated lnc
15 16 To Be Determined
16 2017- 18
Parl&3of
PM 16197 Non-Residential 386 Acre 51,s63 CG Menifee 1, LLC
ll 18 20t'1-L8 28206 3 & -F Resident a 721 R/U 5248
McKinley Mosaic, LLC &
Watt Communities at Mosaic, LLC
19 2017-18 37102 Resident a 2t R/U 56 s9 Ridgemore lnvestment, LLC
2018-19 29835 Res dent a 514 R/U 5919 Underwood lnv, LLC
20 21 To Be Determined
21 22 2018- 19 cuP 2016-263 24.47 Acre S: rq Romo RNVS, LLC
22 23 2018 19 cuP 2015-157 Non'Residential 0.80 Acre 57,697 Cal Cruz, LLC
23 24 2018-19 cuP 20L6-L24 Non-Residential 3.2t Acre s4,601
Palmdale Service Station, LP. and
McCall Plaza, LP.
24 25 2018 19 PP 2016-135 Non-Residential 1.81 Acre S3,302 Haun Professional, LLC
25 26 TR 36658 Residential 756 R/U s 788 Cimarron Ri e LLC
26 Not Used
27 2't 2079-20 TR 36937 Residential 1.26 R/U s3s6 McLaughlin Apartments, LLC
28 28 2079 20 TR 30812 Residential 29 R/U s836 Menifee-La Piedra Road 29, LLC
29 29 2079-20
rR 28786,
2879r . 28794 Residential 319 R/U s s83 Pacific Community Builders, lnc
30 201.9-20 rR 35107 Non-Residential 2.06 Acre s2,339 Goetz Market lace, LP
31 31 To Be Determined
32 2079-20 TR 37566 Non Residential 5.35 s1,459 PRP Menifee, LLC
33 2079-20 cuP 2016-233 Non-Residential 4.30 Acre $ 1,606 Menifee Retail Center
9City of Menifee
Community Facilities District No. 2015-2 (Maintenance Services)
MAXIMUM SPECIAL TAXES ASSIGNED TO EACH TAX ZONE
7
Non-Residential
12
L7
18
Non-Residential
2018- 19
30
Acre
APPENDIX B
CITY OF MENIFEE
coMMUNrTy FACTLTTtES DtSTRtCT NO. 2015-2 (MATNTENANCE SERVTCES)
DESCRIPTION OF AUTHORIZED SERVICES
The services which may be funded with proceeds of the special tax of CFD No. 2015-2, as provided by
Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleanint, repairing
and/or replacing landscaped areas (may include reserves for replacement) in public street right-of,ways,
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 liBht bulbs, fixtures and standards; maintenance
(including irrigation and replacement) of landscaping vegetation situated on or ad.iacent to parks,
parkways, streets, roads and open space; maintenance and repair of irrigation facilities; maintenance of
public signage; Sraffiti 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,
servicing; or both of the water quality basin improvements within flood control channel improvements;
and
(c) pu blic street sweeping, on the segments of the a rterials within the boundaries of CFD No.
2015-2; as well as local roads within residential subdivisions located within CFD No.2015-2; and any
portions adjacent to the properties within CFD No. 2015-2; and
ln 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 sha ll be limited to those provided within the boundaries of CFD No. 2015-2 or for the
benefit of the properties within the boundaries of CFD No. 2015-2, as the bou nda ry is expanded from time
to time by anticipated annexations, and said services may be financed by proceeds of the specialtax of
CFD No. 2015-2 only to the extent that they are in addition to those provided in the territory of CFO No.
2015-2 before CFD No. 2015-2 was created.
City of Menifee
Community Facilities District No. 2015-2 (Maintenance Services)
10
APPENDIX C
CITY OF MENIFEE
coMMUNTTY FAC|UTtES DtSTRtCT NO. 201s-2 (MATNTENANCE SERVTCES)
PROPOSED BOUNDARIES
City of M enifee
Community Facilities District No. 2015-2 (Maintenance Services)
11
WEBB
SHCTII Of I SH€ET
I rclfoY cEltlaY lH r r1{ wfixtn x, 9owD6
llaaq Tlcll Af,E 6 COli dTr FfrJltE olftlctro zort, (x [rthrnct saf,vrcEs), clw d ra6aDaecqr{ft oa erya{slot, Srrr 6 ouforila w5
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xanrEt lr l nEcun tEtTtlrc rtiEtEoi tEtD dtl5t r c &tI!.- ,ola -tY lt5 Rt5Arrrxii ilo. lS-r{'O
BOUNDARIES - POTENTIAL ANNEXATION AREA
coMruNtTY FActLrTrEs DtsTRrcT No. 20rs-2 (uart{TENANcE sERvrcEs)
CITY OF }IENIFEE IcClIm nrls :tl oer c Afi,l rotilr fic rqi 6 rIlS oo-G lir at e la
Pr6E 4! A r.6 C rsta!6rE[ rO CoaarrrTy
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e, tttr to.: 2!,r5-()rqq_tq3
COUNTY OF RIVERSIOE, STATE OF CALIFORNIA
ll&tnl rd ass€sq, cornY de{ xlcFxrrt{
f[6 [r t]t oafrct 6 hrE dTy cux( ory or xg{tFEtfir5 ,fDar tr ti mxi
lnn;-*
VICINITY AP
NOT TO SCALE
LEGEND
ANN€XATION AREA 80L,NDARY
N
I
I
tiOT TO SCALE
E
\\
T
25
I
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L
TI,]IS MAP S8OWS IHE BOI]NDARIES OF AiEAS TO BE
ANNEXEO TO COMMUNITY FACIUTIIS DISTRICT NO, 201'2
IMAINTENANCE SERVICES), Of THE CI]Y OF MIiIIFEE, COUNIY
OF RIV€RgOE, STAIE OF (ATIfORNIA,
ANNEXATION MAP NO.33
COMMUNITY FACILITIES DISTRICT NO. 20,I5.2
(MAINTENANCE SERVICES)
CITY OF MENIFEE
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
IH€REBYCERTIFYTHATIHEWITHITIMAPSIIOWINGPFOPOSED
aouNoAirEs oF coMMUNfi F crulrts DrsTRlcT No 20112
(MA|NI€NANCE StRVICES), OF IHE C|IY Ot M[N|FEE, COUNTY
OF RIVERSIOI, STATE Of CALIfORIIIA, WAs APPiOV€D AY THE
CITY COUNCII Of THE ClTl OF MENIfEE AI A REGULAR
THE SOUNOAAIES OF WTIICH COMMUNITY FACILITIES
OISTRICI ARE SHOWN ANO O'5CRI3TO ON TH€ MAP
IHERTOF WflICH WAS PREVIOUSTY RTCORDEO ON
aPRrL 21, 2015 rN AOOK 78 0F MAPS 0t ASSESSMEwT
AND COMMUNTTY
'ACITITITS
DISTRICI AT PA6E 24 ANO
A5 INSTRI]MENI NO, 2015.0159792 tN THE OFFICT OF TH'
COUNI.r RTCORDER OF THE COUNTY OF NIVERsIDE,
5IAIE Of CATIFORNIA,
MErt\r6 THEi.oF, BE
BY IT5 flESOLUNON NO,
LO ON -l!l oat oe iwo*a'
TTlE OF THE C Y CLERI(CIIY OT M'NIFEE THIS
10d.
T--'
FILID THIS rl!1 DAY oF fu I.F.^ - 2og AI
THa HOUR OF ig O',CrO(K JM rN 6OOx l)
OF MAPS OF I55E55MEiIT ANO COMMUNIIY FACITITIES
DisTRrcTs aT pAGE _.O0_ tt rne orFrcE of THE
COIJNTY RECOAOIR, IN IHT COUNIY OF RIV'RSIOE,
rrr (Qd No JolY- A5or)lil
PtraF AloaNA, assEssofl, couNTr crEn(, aacoaoER
)
LEGEND
r.=
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i
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I
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s
EXHIBIT B
SPECIAL ELECTION BALLOT
CITY OF MENIFEE
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
ANNEXATION OF TERRITORY TO
COMMUNITY FACILITIES DISTRICT N8. 20] 5-2 TMAINTENANEESEEVICES)
{February 20, 20191
This ballot is for the use of the authorized representative of the following owner of land within
Annexation No. 33 of the Community Facilities District No. 2015-2 (Maintenance Services)
("CFD No. 2015-2") of the City of l\/enifee:
Name of Landowner
Menifee Retail Center
Number of Acres Owned
4.43
According to the provisions of the lvlello-Roos Community Facilities Act of 1982, and resolutions
of the City Council (the "Council") of the City of lt4enifee (the "City"), the above-named landowner
is entitled to cast the number of votes shown above under the heading "Total Votes," representing
the total votes for the property owned by said landowner. The City has sent the enclosed ballot
to you so that you may vote on whether or not to approve the special tax.
This special tax ballot is for the use of the property owner of the parcels identified below, which
parcels are located within the territory proposed to be annexed to the CFD No.2015-2, 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:lf by mail, place ballot in the return envelope provided, and mail no later than
Februa 6 2019, two calendar weeks prior to the date set for the election
Mailing later than this deadline creates the risk that the special tax ballot
may not be received in time to be counted.
Personal
Delivery:lf in person, deliver to the City Clerk at any time up to 4:00 p.m. on February
20,2019 at the Clerk's offlce at 29714 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 February 20,2019.
Very truly yours,
Sarah Manwaring
City Clerk
City of Menifee
5
ANNEXATION NO. 33
Total Votes
T'O CAST TH SBALLOT PLE4.SE FIFTI IR .s E TIRF GF
OFFICIAL SPECIAL TAX BALLOT
AN "X'OR OTHER MARK WILL CAST ALL VOTES ASSIGNED TO THIS BALLOT
Certification for Spelial Electiqn 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 ofthe 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_.
Menifee Retail Center
a California limited liability company
By: Brian Seitel
its Owner
By
Name & Address of Property Owner:Assessor's Parcel Number(s):
l,4enifee Retail Center
Attn: Mr. Brian Seitel
27941 Jefferson Avenue
Temecula, CA 92590
331-1 20-066-0
SPECIAL TAX BALLOT IVEASURE
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 C to the Resolution Declaring its lntention to
Annex Territory to Community Facilities District No. 2015-2
(Maintenance Services) adopted by the City Council on December
19,2018 (the "Resolution"), which is incorporated herein by this
reference, within the territory identified on the map entitled
"Annexation tvlap No. 33 of Community Facilities District No. 2015-2
(Maintenance Services) City of Menifee" to finance certain services
as set forth in Section 4 to the Resolution (including incidental
expenses) and shall an appropriation limit be established for
Community Facilities District No. 2015-2 (Maintenance Services) in
the amount of special taxes collected?
MARK "YES" OR "NO'
WITH AN "X":
YES
NO
Owner
ANNEXATION OF TERRITORY TO
COTVIN/UNITY FACILITIES DISTRICT NO. 2015-2 (MAINTENANCE SERVICES)
ANNEXATION NO. 33
STATE OF CALIFORNIA
COUNTY OF RIVERSIDE
CITY OF MENIFEE
)
)ss
)
l, sarah Manwaring, city clerk of the city of Menifee, do hereby certify that the foregoing city
council Resolution No. '19-772 was duly adopted by the city council of the city of Menifee at a
meeting thereof held on the 20'h of February, 2019 by the following vote:
Ayes:
Noes:
Absent:
Abstain:
Deines, Liesemeyer, Sobek, August, Zimmerman
None
None
None
hMa ng,City Clerk
MENIFEE
c
-t