HomeMy WebLinkAbout112503 CC AgendaIn compliance with the Americans with Disabilities Act, if you need special assistance to participate in this
meeting, please contact the office of the City Clerk (909) 694-6444. Notification 48 hours prior to a meeting will
enable the City to make reasonable arrangements to ensure accessibility to that meeting [28 CFR 35.102.35.104
ADA Title II]
AGENDA
TEMECULA CITY COUNCIL
A REGULAR MEETING
CITY COUNCIL CHAMBERS
43200 BUSINESS PARK DRIVE
NOVEMBER 25, 2003 - 7:00 P.M.
At approximately 9:45 P.M., the City Council will determine which of the remaining agenda items
can be considered and acted upon pdor to 10:00 P.M. and may continue all other items on which
additional time is required until a future meeting. All meetings are scheduled to end at 10:00 P.M.
Next in Order:
Ordinance: No. 2003-12
Resolution: No. 2003-167
CALL TO ORDER:
Mayor Jeff Stone
Prelude Music:
Sheila Ryle
Invocation:
Minister of Outreach Mike Preston of Southwest Christian Church
Flag Ceremony: Navy JROTC Unit from Chaparral High School
ROLL CALL:
Comerchero, Naggar, Pratt, Roberts, Stone
PRESENTATIONS/PROCLAMATIONS
Presentation to Councilman Pratt
PUBLIC COMMENTS
A total of 30 minutes is provided so members of the public may address the Council on
items that appear within the Consent Calendar or ones that are not listed on the agenda.
Speakers are limited to two (2) minutes each. If you desire to speak to the Council on
an item which is listed on the Consent Calendar or a matter not listed on the agenda, a
pink "Request to Speak" form should be filled out and filed with the City Clerk.
When you are called to speak, please come forward and state your name for the record.
For all Public Hearing or Council Business matters on the agenda, a "Request to
Speak" form must be filed with the City Clerk prior to the Council addressing that item.
There is a five (5) minute time limit for individual speakers.
CITY COUNCIL REPORTS
Reports by the members of the City Council on matters not on the agenda will be made
at this time. A total, not to exceed, ten (10) minutes will be devoted to these reports.
R:~Agenda\112503
1
CERTIFICATION OF NOVEMBER 4, 2003, MUNICIPAL ELECTION
1 Declaration of Results of November 4, 2003 Election
RECOMMENDATION:
1.1 Adopt a resolution entitled:
RESOLUTION NO, 03-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA RECITING THE FACT OF THE GENERAL
MUNICIPAL ELECTION HELD ON TUESDAY, NOVEMBER 4,
2003, DECLARING THE RESULTS AND SUCH OTHER
MATTERS AS PROVIDED BY LAW
OATH OF OFFICE TO INCOMING CITY COUNClLMEMBERS
Michael S. Naggar
Chuck Washington
RECESS THE CITY COUNCIL TO HOLD A RECEPTION IN HONOR OF SAM PRATT
CONSENT CALENDAR
NOTICE TO THE PUBLIC
All matters listed under Consent Calendar are considered to be routine and all will
be enacted by one roll call vote. There will be no discussion of these items unless
Members of the City Council request specific items be removed from the Consent
Calendar for separate action.
2 Standard Ordinance and Resolution Adoption Procedure
RECOMMENDATION:
2.1 Motion to waive the reading of the text of all ordinances and resolutions included in the
agenda.
3 Resolution approving List of Demands
RECOMMENDATION:
3.1 Adopt a resolution entitled:
RESOLUTION NO. 03-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA ALLOWING CERTAIN CLAIMS AND DEMANDS
AS SET FORTH IN EXHIBIT A
R:~Agenda\112503
2
4 Cancellation of December 9, 2003 City Council Meetinq
RECOMMENDATION:
4.1
Direct the City Clerk to cancel the regular City Council meeting of December 9,
2003, and to perform the appropriate postings and noticing requirements of the
Government Code.
5
6
Temecula Citizen Corps Grant Fundinq
RECOMMENDATION:
5.1 Increase estimated grant revenue by $9,277;
5.2
Appropriate $10,000 to the City Manager Department budget to employ a consultant
to develop a Temecula Citizen Corps Annex to the City's Multi-Hazard Function
Plan;
5.3 Appropriate $4,200 to the Police Department budget for the purchase of printed
materials and supplies for the Temecula Citizen Corps.
Community Service Fundinq Proqram
(At the request of Mayor Stone and Mayor Pro Tem Naggar)
RECOMMENDATION:
6.1 Approve a Community Service Funding Grant of $1,000 to Music Heritage;
6.2 Approve an appropriation of $1,000 from the General Fund Undesignated Fund
Balance.
7
8
Approval of the Plans and Specifications for the Old Town Temecula Community Theater
- Proiect No. PW02-23 - and authorization to solicit Construction Bids
RECOMMENDATION:
7.1
Approve the Construction Plans and Specifications and authorize the Department of
Public Works to solicit construction bids from the prequalified contractors for the Old
Town Temecula Community Theater Project - Project No. PW02-23.
Acceptance of Offers of Dedication - Road and Utility Purposes for Fiesta Ranch Road
(Lot E) as shown on Tentative Tract Map 29353 - Roripauqh Ranch
RECOMMENDATION:
8.1 Adopt a resolution entitled:
R:~Agenda\112503
3
9
RESOLUTION NO. 03-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA ACCEPTING OFFERS OF DEDICATION OF RIGHT
OF WAY AS SHOWN ON TENTATIVE TRACT MAP 29353 FOR
ROAD AND UTILITY PURPOSES FOR FIESTA RANCH ROAD
(LOT E) AND AS OFFERED BY OWNERS OF PARCEL APN
957-340-004, 957-340-005, AND 957-340-006 BUT NOT
ACCEPTING THAT PORTION OF STREET INTO THE CITY-
MAINTAINED STREET SYSTEM AT THIS TIME
Letter of Support of appointment of Joan Sparkman as Trustee of California Community
College Board of Governors
(At the request of Mayor Stone)
RECOMMENDATION:
9.1 Authorize the Mayor to sign a letter urging the appointment of Joan Sparkman to the
California Community College Board of Governors as a Trustee.
RECESS CITY COUNCIL MEETING TO SCHEDULED MEETINGS OF
THE TEMECULA COMMUNITY SERVICES DISTRICT,
THE CITY OF TEMECULA REDEVELOPMENT AGENCY,
AND,
TEMECULA PUBLIC FINANCING AUTHORITY
R:~A, genda\112503
4
Next in Order:
Ordinance: No. CSD 2003-01
Resolution: No. CSD 2003-21
CALL TO ORDER:
President Jeff Comerchero
ROLL CALL:
DIRECTORS:
Naggar, Roberts, Stone, Washington, Comerchero
PUBLIC COMMENTS
A total of 15 minutes is provided so members of the public may address the Board of
Directors on items that are not listed on the agenda or on the Consent Calendar.
Speakers are limited to two (2) minutes each. If you decide to speak to the Board of
Directors on an item no__t on the agenda or on the Consent Calendar, a pink "Request to
Speak" form should be filled out and filed with the City Clerk.
When you are called to speak, please come forward and state your name for the record.
For all other agenda items, a "Request to Speak" form must be filed with the City Clerk
Prior to the Board of Directors addressing that item. There is a five (5) minute time limit
for individual speakers.
Anyone wishing to address the Board of Directors should present a completed pink
"Request to Speak" form to the City Clerk. When you are called to speak, please
come forward and state your name and address for the record.
CONSENT CALENDAR
1 Minutes
2
RECOMMENDATION:
1.1 Approve the minutes of November 18, 2003.
Approval of the Plans and Specifications and authorization to solicit Construction Bids
for Proiect No. PW02-02CSD - Pablo Apis Park - Add Amenities Project
RECOMMENDATION:
2.1 Approve the Construction Plans and Specifications and authorize the Department
Of Public Works to solicit construction bids for Project No. PW02-02CSD - Pablo
Apis Park - Add Amenities Project.
R:~Agenda\112503
5
Landscape Maintenance Services Contract for parks, medians, facilities, and south
slopes
RECOMMENDATION:
3.1
Award a 36-month contract to Excel Landscape, Inc.; authorize the expenditure
of $480,350.00 for landscape maintenance services for medians, facilities, and
south slopes; and approve 15% contingency for extra work items in the amount
of $72,052.00. Contract term shall commence on January 1, 2004 and continue
through December 31, 2006;
3.2
Award a 36-month contract to Midori Gardens, Inc.; authorize the expenditure of
$360,000.00 for landscape maintenance services for parks; and approve 15%
contingency for extra work items in the amount of $54,000.00. Contract term
shall commence on January 1, 2004 and continue through December 31, 2006.
RECONVENE CITY COUNCIL MEETING
JOINT CITY COUNCIL/TEMECULA COMMUNITY SERVICES DISTRICT PUBLIC HEARING
Any person may submit written comments to the City Council/Temecula Community
Services District before a public hearing or may appear and may be heard in support of
or in opposition to the approval of the proJect(s) at the time of the hearing. If you
challenge any of the project(s) in court, you may be limited to raising only those issues
you or someone else raised at the public hearing or in written correspondence delivered
to the City Clerk at, or prior to, the public hearing.
4
Redhawk Annexation - Approval of TCSD Rates and Charqes for Service Level B
(Residential Street Liqhtinq); Approval of Special Tax Ordinance for Maintenance and
Servicinq of Public Parks and Recreation Facilities, Recreational and Community Services
Proqrams, Median LandscapinR, Arterial Street Li.qhts and Traffic Si.qnals; Ballot
Questions and Callin.q Election for Two-Thirds Voter Approval of the Taxes, Rates and
Charqes
RECOMMENDATION:
4.1
Hold the joint public hearings before the City Council and the Temecula Community
Services District concerning the proposed rates and charges and special tax for the
Redhawk Annexation Area.
4.2 That the Temecula Community Services District approve a resolution entitled:
R:~Agenda\112503
6
RESOLUTION NO. CSD 03-
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA COMMUNITY SERVICES DISTRICT ADOPTING
SERVICE LEVEL B (RESIDENTIAL STREET LIGHTS) RATES
AND CHARGES WITHIN THE REDHAWK ANNEXATION AREA
TO BE ANNEXED TO THE TEMECULA COMMUNITY
SERVICES DISTRICT AS PART OF THE REORGANIZATION
DESIGNATED BY THE RIVERSIDE COUNTY LOCAL AGENCY
FORMATION COMMISSION AS LAFCO 2003-26-3 SUBJECT
TO TWO-THIRDS VOTER APPROVAL OF VOTERS WITHIN
THE REDHAWK ANNEXATION AREA
4.3 That the City Council approve the following Ordinance and Resolutions:
a) Read by title only and introduce an ordinance entitled:
ORDINANCE NO. 03-
AN ORDINANCE OF THE CITY OF TEMECULA, CALIFORNIA,
LEVYING A SPECIAL TAX TO FINANCE THE OPERATION,
MAINTENANCE AND SERVICING OF PUBLIC PARKS AND
RECREATIONAL FACILITIES, RECREATIONAL AND
COMMUNITY SERVICES PROGRAMS, MEDIAN
LANDSCAPING, ARTERIAL STREET LIGHTS AND TRAFFIC
SIGNALS WITHIN THE REDHAWK ANNEXATION AREA TO BE
ANNEXED TO THE CITY OF TEMECULA AS PART OF THE
REORGANIZATION DESIGNATED BY THE RIVERSIDE
COUNTY LOCAL AGENCY FORMATION COMMISSION AS
LAFCO 2003-26-03 SUBJECT TO A TWO-THIRDS VOTER
APPROVAL OF VOTERS WITHIN THE REDHAWK
ANNEXATION AREA
4.4 a) Adopt a resolution entitled:
RESOLUTION NO. 03-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA, REQUESTING THE SERVICES OF THE COUNTY
REGISTRAR OF VOTERS TO CONDUCT A SPECIAL
MUNICIPAL ELECTION TO BE HELD ON TUESDAY, MARCH 2,
2004
b) Adopt a resolution entitled:
RESOLUTION NO. 03-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA CALLING AND GIVING NOTICE OF THE HOLDING
OF A SPECIAL MUNICIPAL ELECTION TO BE HELD ON
TUESDAY, MARCH 2, 2004, FOR THE PLACEMENT OF A
SPECIAL MEASURE
R:~,genda\112503
7
c) Adopt a resolution entitled:
RESOLUTION NO. 03-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA ORDERING, CALLING AND GIVING NOTICE OF
AN ADVISORY ELECTION AND A SPECIAL ELECTION TO BE
HELD WITHIN THE TERRITORY TO BE ANNEXED TO THE
CITY OF TEMECULA AND THE TEMECULA COMMUNITY
SERVICES DISTRICT AS PART OF THE REORGANIZATION
DESIGNATED AS LAFCO NO. 2003-26-3 (REDHAWK) ON
TUESDAY, MARCH 2, 2004, FOR SUBMISSION TO THE
VOTERS OF MEASURES RELATING TO THE ANNEXATION
OF SUCH TERRITORY, THE LEVY OF A SPECIAL TAX WITHIN
SUCH TERRITORY, AND THE ADOPTION OF RATES AND
CHARGES WITHIN SUCH TERRITORY; AND REQUESTING
THAT THE BOARD OF SUPERVISORS OF THE COUNTY OF
RIVERSIDE CONSOLIDATE SUCH ADVISORY ELECTION AND
SPECIAL ELECTION WITH THE CONSOLIDATED PRIMARY
ELECTION OF THE COUNTY TO BE HELD ON THAT DATE
d) Adopt a resolution entitled:
RESOLUTION NO. 03-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA, CALIFORNIA, PROVIDING FOR THE FILING OF
REBUTTAL ARGUMENTS AND CITY ATTORNEY'S
IMPARTIAL ANALYSIS FOR CITY MEASURES SUBMITTED AT
MUNICIPAL ELECTIONS
RECESS CITY COUNCIL MEETING
DISTRICT BUSINESS
5
Namin.q of Harveston Community Park
RECOMMENDATION:
5.1
Approve the name Harveston Community Park for a 19.5-acre park site in the
Harveston Development as recommended by the Community Services
Commission.
8
GENERAL MANAGER'S REPORT
BOARD OF DIRECTORS' REPORTS
DEPARTMENTAL REPORT
R:~Agenda\112503
DEPARTMENTAL REPORT
DIRECTOR OF COMMUNITY SERVICES REPORT
ADJOURNMENT
Next regular meeting: Tuesday, December 16, 2003, 7:00 PM, City Council Chambers, 43200
Business Park Drive, Temecula, California.
R:~,genda\112503
9
TEMEcULA REDEVELOPMENT AGENCY MEETING
Next in Order:
Ordinance: No. RDA 2003-01
Resolution: No. RDA 2003-17
CALL TO ORDER: Chairperson Ron Roberts
ROLL CALL
AGENCY MEMBERS:
Comerchero,Naggar, Stone, Washington,
Roberts
PUBLIC COMMENTS
A total of 15 minutes is provided so members of the public may address the
Redevelopment Agency on items that are not listed on the agenda or on the Consent
Calendar. Speakers are limited to two (2) minutes each. If you decide to speak to the
Board of Directors on an item no._~t on the agenda or on the Consent Calendar, a pink
"Request to Speak" form should be filled out and filed with the City Clerk.
When you are called to speak, please come forward and state your name for the record.
For all other agenda items, a "Request to Speak" form must be filed with the City Clerk
Prior to the Board of Directors addressing that item. There is a five (5) minute time limit
for individual speakers.
Anyone wishing to address the Board of Directors should present a completed pink
"Request to Speak" form to the City Clerk. When you are called to speak, please
come forward and state your name and address for the record.
CONSENT CALENDAR
1 Minutes
RECOMMENDATION:
1.1 Approve the minutes of November 18, 2003.
DEPARTMENTAL REPORT
EXECUTIVE DIRECTOR'S REPORT
AGENCY MEMBERS' REPORTS
ADJOURNMENT
Next regular meeting: Tuesday, December 16, 2003, City Council Chambers, 43200 Business Park
Drive, Temecula, California.
R:~.genda\112503
10
Next in Order:
Ordinance: No. TPFA 2003-03
Resolution: No. TPFA 2003-27
CALL TO ORDER: Chairperson Jeff Stone
ROLL CALL AGENCY MEMBERS:
PUBLIC COMMENTS
Comerchero, Naggar, Roberts, Washington,
Stone
A total of 15 minutes is provided so members of the public may address the Temecula
Public Financing Authority on items that are not listed on the agenda or on the Consent
Calendar. Speakers are limited to two (2) minutes each. If you decide to speak to the
Board of Directors on an item no.~t on the agenda or on the Consent Calendar, a pink
"Request to Speak" form should be filled out and filed with the City Clerk.
When you are called to speak, please come forward and state your name for the record.
For all other agenda items, a "Request to Speak" form must be filed with the City Clerk
Prior to the Board of Directors addressing that item. There is a five (5) minute time limit
for individual speakers.
Anyone wishing to address the Board of Directors should present a completed pink
"Request to Speak" form to the City Clerk. When you are called to speak, please
come forward and state your name and address for the record.
CONSENT CALENDAR
1 Minutes
RECOMMENDATION:
1.1 Approve the minutes of October 28, 2003.
RECONVENE CITY COUNCIL MEETING
JOINT CITY COUNCIL/TEMECULA PUBLIC FINANCING AUTHORITY PUBLIC HEARING
Any person may submit written comments to the City Council/Temecula Public Financing
Authority before a public hearing or may appear and may be heard in support of or in
opposition to the approval of the project(s) at the time of the hearing. If you challenge
any of the project(s) in court, you may be limited to raising only those issues you or
someone else raised at the public hearing or in written correspondence delivered to the
City Clerk at, or prior to, the public hearing.
R:~Agenda\112503
11
PUBLIC HEARING
Formation of Temecula Public Financinq Authority Community Facilities District
No. 03-06 (Harveston II)
RECOMMENDATION:
2.1
That the City Council hold a public hearing regarding the proposed bond
financing by the Temecula Public Financing Authority Community Facilities
District No. 03-06 (Harveston II) of various public improvements and as
necessary to eliminate a special assessment lien, and adopt the resolutions
entitled:
RESOLUTION NO. 03-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA MAKING FINDINGS WITH RESPECT TO AND
APPROVING THE ISSUANCE OF BONDS BY THE TEMECULA
PUBLIC FINANCING AUTHORITY
RESOLUTION NO. 03-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA APPROVING JOINT COMMUNITY FACILITIES
AGREEMENT RELATING TO THE FINANCING OF PUBLIC
IMPROVEMENTS AND IMPLEMENTATION OF ACQUISITION
AGREEMENT
2.2
That the Public Financing Authority hold public hearings regarding the formation
of the proposed Temecula Public Financing Authority Community Facilities
District No. 03~06 (Harveston II) (the "CFD"), the levy of special taxes in the CFD,
and the issuance of bonds by the Public Financing Authority for the CFD, and
adopt the resolutions entitled:
RESOLUTION NO. TPFA 03-
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA PUBLIC FINANCING AUTHORITY OF
FORMATION OF TEMECULA PUBLIC FINANCING
AUTHORITY COMMUNITY FACILITIES DISTRICT NO. 03-06
(HARVESTON II), AUTHORIZING THE LEVY OF A SPECIAL
TAX WITHIN THE DISTRICT, PRELIMINARILY ESTABLISHING
AN APPROPRIATIONS LIMIT FOR THE DISTRICT AND
SUBMITTING LEVY OF THE SPECIAL TAX AND THE
ESTABLISHMENT OF THE APPROPRIATIONS LIMIT TO THE
QUALIFIED ELECTORS OF THE DISTRICT
R:~Agenda\112503
12
2.3
RESOLUTION NO. TPFA 03-
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA PUBLIC FINANCING AUTHORITY DETERMINING
THE NECESSITY TO INCUR BONDED INDEBTEDNESS
WITHIN TEMECULA PUBLIC FINANCING AUTHORITY
COMMUNITY FACILITIES DISTRICT NO. 03-06 (HARVESTON
II) AND SUBMI'I-I'ING PROPOSITION TO THE QUALIFIED
ELECTORS OF THE DISTRICT
RESOLUTION NO. TPFA 03-
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA PUBLIC FINANCING AUTHORITY CALLING
SPECIAL ELECTION WITHIN COMMUNITY FACILITIES
DISTRICT NO. 03-06 (HARVESTON II)
That the Public Financing Authority hold an election regarding the CFD, and
adopt the resolution entitled:
RESOLUTION NO. TPFA 03-
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA PUBLIC FINANCING AUTHORITY DECLARING
RESULTS OF SPECIAL ELECTION AND DIRECTING
RECORDING OF NOTICE OF SPECIAL TAX LIEN
2.4
That the Public Financing Authority read by title only and introduce an ordinance
entitled:
ORDINANCE NO. TPFA 03-
AN ORDINANCE OF THE TEMECULA PUBLIC FINANCING
AUTHORITY LEVYING SPECIAL TAXES WITHIN TEMECULA
PUBLIC FINANCING AUTHORITY COMMUNITY FACILITIES
DISTRICT NO. 03-06 (HARVESTON II)
RECESS CITY COUNCIL MEETING
EXECUTIVE DIRECTOR'S REPORT
BOARD MEMBERS' REPORTS
ADJOURNMENT
R:~Agenda\112503
13
RECONVENE TEMECULA CITY COUNCIL
PUBLIC HEARING
Any person may submit written comments to the City Council before a public Hearing or
may appear and be heard in support of or in opposition to the Approval of the project(s)
at the time of the hearing. If you challenge any of the project(s) in court, you may be
limited to raising only those issues you or someone else raised at the public hearing or
in written correspondence delivered to the City Clerk at, or prior to, the public hearing.
10 Amendment of the Temecula Reqional Center Specific Plan to establish re,qulations
governing temporary uses in parking lots of the Promenade Mall (40820 Winchester
Road) - Plannin,q Application No. PA02-0522
RECOMMENDATION:
10.1 Approve the amendment of the Temecula Regional Center Specific Plan to establish
regulations governing temporary uses in parking lots of the Promenade Mall.
COUNCIL BUSINESS
11 Donation to Temecula Pop Warner Cheerleadin,q Squad
(At the request of Mayor Stone)
RECOMMENDATION:
11.1 Consider approval and allocation of up to $1,000 to assist Temecula Pop Warner
Cheerleading Squad members in attending the national championship competition.
12 Appointment of an Ad Hoc Council Subcommittee to review the Campus Project
RECOMMENDATION:
12.1 Appoint two members of the City Council to serve on an Ad Hoc Council
Subcommittee for the purpose of reviewing the Campus Project.
DEPARTMENTAL REPORTS
CITY MANAGER'S REPORT
CITY ATTORNEY'S REPORT
ADJOURNMENT
Next regular City Council meeting, Tuesday, December 16, 2003, at 7:00 P.M., City Council
Chambers, 43200 Business Park Drive, Temecula, California.
R:~Agenda\112503
14
PROCLAMATIONS
AND
PRESENTATIONS
ITEM 1
APPROVAL
CITY ATTORNEY
DIRECTOR OF FIN~
CITY MANAGER ~
TO:
FROM:
DATE:
SUBJECT:
CITY OF TEMECULA
AGENDA REPORT
City Manager/City Council
--~usan W. Jones
ity Clerk/Director of Support Services
November 25, 2003
Declaration of Results of November 4, 2003 Election
RECOMMENDATION:
1. Adopt a resolution entitled:
RESOLUTION NO. 03-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA, RECITING THE FACT OF THE GENERAL
MUNICIPAL ELECTION HELD ON TUESDAY, NOVEMBER
4, 2003, DECLARING THE RESULTS AND SUCH OTHER
MATTERS AS PROVIDED BY LAW
BACKGROUND: The General Municipal Election, held on November 4, 2003, was conducted as
provided for in City Council Resolution No. 03-65, adopted on June 10, 2003. The attached
resolution recites the facts as to the canvass of the retums and certified final results.
The attached resolution is prepared to formalize the process of declaring the results as provided by
the Elections Code of the State of California.
FISCAL IMPACT: To be determined, upon receipt of final billing from the County of
Riverside, Registrar of Voters. A budget allocation in the amount of $85,000 has been set aside to
defray these costs.
ATTACHMENTS: Resolution No. 03-
R:Agenda Rpts/Elecllon Results.O3 1
RESOLUTION NO. 03-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA, RECITING THE FACT OF THE GENERAL
MUNICIPAL ELECTION HELD ON NOVEMBER 4, 2003,
DECLARING THE RESULTS AND SUCH OTHER MATTERS AS
PROVIDED BY LAW
WHEREAS, a General Municipal Election was held and conducted in the City of Temecula,
California, on Tuesday, November 4, 2003, as required by law; and
WHEREAS, notice of the election was given in time, form and manner as provided by law;
that voting precincts were properly established; that election officers were appointed and that in all
respects the election was held and conducted and the votes were cast, received and canvassed and
the returns made and declared in time, form and manner as required by the provisions of the
Elections Code of the State of California; and
WHEREAS, pursuant to Resolution No. 03-65, adopted on June 10, 2003, the County
Registrar of Voters canvassed the returns of the election and has certified the results to this City
Council, the results are received, attached and made a part hereof as "Exhibit A."
NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF TEMECULA, DOES
RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS:
Section 1. That the whole number of ballots cast in the City, including absent voter ballots,
were 30,298.
Section 2. That the names of persons voted for at the election for Member of the City
Council are as follows:
Mike Naggar
Sam Pratt
Chuck Washington
Greg Morrison
Henry Miller
Section 3. That the number of votes given at each precinct and the number of votes given
in the city to each of the persons above named for the offices for which the persons were candidates
was as listed in Exhibit "A" attached.
Section 4. The City Council does declare and determine that Mike Naggar and Chuck
Washington were elected Members of the City Council for a full term.
Section 5. The City Clerk shall enter on the records of the City Council of the City, a
statement of the result of the election, showing: (1) The whole number of ballots cast in the City; (2)
The names of the persons voted for; (3) For what office each person was voted for; (4) The number
of votes given at each precinct to each person; (5) The total number of votes given to each person.
R:/Resos Cer[ify Election03 1
Section 6. That the City Clerk shall immediately make and deliver to each person so elected
a Certificate of Election signed by the City Clerk and authenticated; that the City Clerk shall also
administer to each person elected the Oath of Office prescribed in the Constitution of the State of
California and shall have them subscribe to it and file it in the office of the City Clerk. Each and all of
the persons so elected shall then be inducted into the respective office to which they have been
elected.
Section 7. The City Clerk shall certify the adoption of this resolution.
APPROVED AND ADOPTED, this 25th day of November, 2003.
ATTEST:
Jeffrey E. Stone, Mayor
Susan W. Jones, CMC
City Clerk
[SEAL]
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Susan W. Jones, CMC, City Clerk of the City of Temecula, HEREBY DO CERTIFY that
the foregoing Resolution No. 03- was duly adopted at a regular meeting of the City Council of
the City of Temecula on the 25th day of November, 2003, by the following roll call vote.
AYES:
COUNCILMEMBERS:
NOES:
COUNCILMEMBERS:
ABSENT:
COUNCILMEMBERS:
ABSTAIN:
COUNCILMEMBERS:
Susan W. Jones, CMC
City Clerk
R:/Resos Certify Election03 2
MISCHELLE TOWNSEND
Registrar of Voters
REGISTRAR OF VOTERS
COUNTY OF RIVERSIDE
2724 Gateway Drive
Riverside, CA 92507-0918
(909) 486-7200 FAX (909) 486-7272
web site www.voteinfo.net
CERTIFICATE OF REGISTRAR OF VOTERS
TO THE RESULTS OF THE CANVASS OF ELECTION RETURNS
State of California )
) ss.
County of Riverside )
I, MISCHELLE TOWNSEND, Registrar of Voters of said County, do hereby certify that, in pursuance of the
provisions of Sections 307, 15301, and 15372 of the California Elections Code, and the resolution adopted by
the City Council, I did canvass the returns of the vote cast on November 4, 2003, as part of the Consolidated
General Election in the
CITY OF TEMECULA
and I further certify that the statement of votes cast, to which this certificate is attached, shows the whole number
of votes for each candidate for elective office at said election in said City and in each precinct therein, and that
the totals as shown for each candidate are full, true, and correct.
Dated this 14th day of November 2003
MlSCHEL..bE TOWNSEND "~
Registrar of Voters
11/14t03 10:30 nM RIVERSIDE COUNTY Statement of Vote 112 of
November 4, 2003 CONSOLIDATED ELECTION
TEMECULA CITY COUNCIL MEMBER (2)
100034
°
i~ ~ ~ ~ufficent~umo~to~V~rP~a~
11114/03 10:30 AM RIVERSIDE COUNTY Statement of Vote tt3 of 152
November 4, 2003 CONSOLIDATED ELECTION
***Grand Totals TEMECULA CITY COUNCIL MEMBER (2)
100034
o ~ -
1 t114/03 10:30 AM RIVERSIDE COUNTY Statement of Vote t 14 of 152
November 4, 2003 CONSOLIDATED ELECTION
"*Absentee Totals TEMECULA CITY COUNCIL MEMBER (2)
100034
~ =. o ~~ z
64th A~sembly District ~ ~ 10.2,
ITEM 2
ITEM 3
RESOLUTION NO. 03-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA ALLOWING CERTAIN CLAIMS AND DEMANDS AS
SET FORTH IN EXHIBIT A
THE CITY COUNCIL OF THE CITY OF TEMECULA DOES RESOLVE, DETERMINE AND
ORDER AS FOLLOWS:
Section 1. That the following claims and demands as set forth in Exhibit A, on file in the
Office of the City Clerk, have been audited by the City Manager, and that the same are hereby
allowed in the amount of $799,447.12.
Section 2. The City Clerk shall certify the adoption of this resolution.
PASSED, APPROVED AND ADOPTED, this 25th day of November, 2003.
A']-I'EST:
Jeffrey E. Stone, Mayor
Susan W. Jones, CMC
City Clerk
[SEAL]
R:/Resos 2003/Resos 03- 1
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE) ss
CITY OF TEMEOULA )
I, Susan W. Jones, CMC, City Clerk of the City of Temecula, hereby do certify that the
foregoing Resolution No. 03- was duly adopted at a regular meeting of the City Council of the
City of Temecula on the 25th day of November, 2003 by the following roll call vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
COUNCILMEMBERS:
COUNCILMEMBERS:
COUNCILMEMBERS:
COUNCILMEMBERS:
Susan W. Jones, CMC
City Clerk
R:/Resos 2003/Resos 03- 2
CITY OF TEMECULA
LIST OF DEMANDS
11/13/03 TOTAL CHECK RUN:
TOTAL LIST OF DEMANDS FOR 11/25/03 COUNCIL MEETING:
DISBURSEMENTS BY FUND:
CHECKS:
001
165
190
192
193
194
210
261
280
3OO
310
32O
33O
34O
470
GENERAL FUND
RDA DEV-LOW/MOD SET ASIDE
COMMUNITY SERVICES DISTRICT
TCSD SERVICE LEVEL B
TCSD SERVICE LEVEL C
TCSD SERVICE LEVEL D
CAPITAL IMPROVEMENT PROJ. FUND
CFD 88-12 ADMIN EXPENSE FUND
REDEVELOPMENT AGENCY-CIP
INSURANCE FUND
VEHICLES FUND
INFORMATION SYSTEMS
SUPPORT SERVICES
FACILITIES
CFD 01-2 ADMIN/DEBT SVC FUND
100
165
190
192
193
194
28o
3o0
320
33O
340
GENERAL FUND
RDA-LOW/MOD SET ASIDE
COMMUNITY SERVICES DISTRICT
TCSD SERVICE LEVEL B
TCSD SERVICE LEVEL C
TCSD SERVICE LEVEL D
REDEVELOPMENT AOENCY~ClP
INSURANCE FUND
INFORMATION SYSTEMS
SUPPORT SERVICES
FACILITIES
TOTAL BY FUND:
GJ~IE ROBERTS, DIRECTOF~ OF-FINANCE
$
$
303,953.13
12,747.20
73,731.02
38,168.72
9,643.88
227.12
295,867.84
2,899.15
18,257.00
7,782.77
19,639.59
6,057.17
5,963.39
2,500.00
$
$ 0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
, HEREBY CERTIFY THAT THE FOLLOWING IS TRUE AND CORRECT.
799,447.12
799,447,12
799.447.12
0.00
799,447.12
, HEREBY CERTIFY THAT THE FOLLOWING IS TRUE AND CORRECT.
SHAWN NELSON, CITY MANAGER
CITY OF TEMECULA
LIST OF DEMANDS
11/1~03 TOTAL CHECK RUN:
TOTAL LIST OF DEMANDS FOR 11/25/03 COUNCIL MEETING:
DISBURSEMENTS BY FUND:
CHECKS:
o01
165
190
192
193
194
210
261
28O
3O0
310
320
33o
340
47o
GENERAL FUND
RDA DEr-LOW/MOD SET ASIDE
COMMUNITY CERVICEC DISTRICT
TCSD SERVICE LEVEL B
TCSD SERVICE LEVEL C
TCSD SERVICE LEVEL D
CAPITAL IMPROVEMENT PROJ. FUND
CFD 88-12 ADMIN EXPENSE FUND
REDEVELOPMENT AGENCY-CIP
INSURANCE FUND
VEHICLES FUND
INFORMATION SYSTEMS
SUPPORT SERVICES
FACILITIES
CFD 01-2 ADMIN/DEBT SVC FUND
$ 303,953.13
12,747.20
73,731
38,168.72
100 GENERAL FUND
165 RDA-LOW/T~3D SET ASIDE
190 COMMUNITY SERVICES DISTRICT
192 TCSD SERVICE LEVEL B
193 TCSD SERVICE LEVEL C
194 TCSD SERVICE LEVEL D
280 REDEVELOPMENT AGENCY-CIP
300 INSURANCE FUND
320 INFORMATION SYSTEMS
330 SUPPORT SERVICES
340 FACILITIES
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
TOT/~L BY FUND:
SHAWN NELSON, CITY MANAGER
$
HEREBY CERTIFY THAT THE FOLLOWING IS TRUE AND CORRECT.
, HEREBY CERTIFY THAT THE FOLLOWING IS TRUE AND CORRECT.
799,447.12
799,447.12
799,447.12
0.00
799,447.12
apChkLst Final Check List Page: 10
11113/2003 3:22:08PM CITY OF TEMECULA
133 checks in this report.
Grand Total All Checks:
799.447.12
Detail
11/13/2003
001 303,953.13
165 12,747.20
190 73,731.02
192 38,168.72
193 9,643.88
194 227.12
210 295,867.84
261 2,899.15
280 18,257.00
300 7,782.77
310 19,639.59
320 6,057.17
330 2,009.14
340 5,963.39
470 2,500.00
799,447.12
Page:10
apChkLst Final Check List Page: 1
1111312003 3:22:08PM CITY OF TEMECULA
Bank: union UNION BANK OF CALIFORNIA
Check # Date Vendor
87997 11/13/2003 004858 19TH HOLE GOLF CARTS
87998 11/13/2003 005277 2 H CONSTRUCTION INC
87999 11/13/2003 006641 AFFORDABLE IMPORTS
88000 11/13/2003
Description
Police golf cart repaim
Sept prgs: Children's Museum
Refund: Spo~ts - BB Mens League
001916 ALBERT A WEBB ASSOCIATES Consultant svcs:03/04 Weed
Oct Consulting:CFD 01-2 admin
Oct Ccnsulting:CFD 88-12 Admin
Consulting:CFD 88-12 sales tax reimb
88001 11/13/2003 004240 AMERICAN FORENSlC NURSES Police DUI Drug & AlcohoI Screening
Police DUI Drug & Alcohol Screening
88002 11/13/2003 004446 AMERICAN SOClETY OF CIVIL Membership:GregButlerMB2412044
88003 11/13/2003 000101 APPLE ONE, INC. Temp help PPE 10/25 Hare
Temp help PPE 10/25 Delarm
Temp help PPE 10/25 Lee
88004 11/13/2003 004081 BUSINESS FURNITURE GROUP Refund: Sports - BB Mens League
88005 11/13/2003 002099 BUTTERFIELDENTERPRISES
88006 11/13/2003 004621 C-181NC
88007 11/13/2003 007040 CAFE BRAVO COFFEE ROASTI
88008 11/13/2003 003138 CALMAT
Nov Old Town Bathroom lease
Street Striping Project
Refund: Sports - BB Mens League
PW patch truck materials
88009 11/13/2003 000638 CALIFDEPTOFCONSERVATIO 20033stQtrpmt:strongmotion
88010 11/13/2003 000647 CALIFDEPTOFCONSUMERA Membership:GregButler47109
88011 11/13/2003
88012 11/13/2003
88013 11/13/2003
000152 CALIF PARKS & RECREATION S Membership: Bruce Wedeking 032249
000152 CALIFPARKS&RECREATIONS Award Entry fee: Neighbor/Comm Life
000152 CALIF PARKS & RECREATION S Award EntPJ Fee: Logo
Amount Paid
58.50
31,948.56
50.00
5,000.00
2,500.00
1,500.00
1,250.00
60.00
58.90
450.00
457.60
238.68
208.00
50.00
826.00
39,380.26
50.00
1,864.38
8,174.38
150.00
125.00
40.00
40.00
Check Total
58.50
31,948.56
50.00
10,250.00
118.90
450.00
904.28
50.00
826.00
39,380.26
50.00
1,864.38
8,174.38
150.00
125.00
40.00
40.00
Page~
apChkLst Final Check List Page: 2
11/13/2003 3:22:08PM CITY OF TEMECULA
Bank: union UNION BANK OF CALIFORNIA
Check# Date
88014 11/13/2003
88015 11/13/2003
88016 11/13/2003
88017 11/13/2003
88018 11/13/2003
88019 11/13/2003
88020 11/13/2003
88021 11/13/2003
88022 11/13/2003
88023 11/13/2003
88024 11/13/2003
88025 11/13/2003
88026 11/13/2003
88027 11/13/2003
88028 11/13/2003
88029 11/13/2003
88030 11/13/2003
88031 11/13/2003
(Continued)
Vendor Description
000152 CALIF PARKS & RECREATION S Award Entry fee:Mrktg Theme
001655 CAMERON WELDING SUPPLY
004228 CAMERON WELDING SUPPLY
006075 CAMPBELL, KENTON SCOTT
007066 CENTRAL COMPUTER SYSTEM EE computer purchase prgm
004602 CHALLENGER DOORIS
004837 CHERRYVALLEY FEED & PET
007062 CLARITAS INC.
001193 COMP U S A INC
000447 COMTRONIX OF HEMET
007070 COSMOS, CARMELLA
Amount Paid Check Total
Welding & Gas supplies: PW
Helium tanks refilI:TCSD
TCSD instructor earnings
40.00 40.00
185.72 185.72
20.00 20.00
658.00 658.00
1,147.67 1,147.67
Res Imp Prgm: Brittingham, R&S
Police K-9 Supplies "Kaos"
City's demographic snapshot report
Misc. Computer Supplies: IS
Hand Held Mobile Batteries: PW
1st place Gardner story contest
003739 COTTON BRIDGES ASSOCIATE Aug-Oct general plan update svcs
725.00 725.00
59.80 59.80
102.36 102.36
171.97 171.97
144.39 144.39
200.00 200.00
001009 DBXINC
003272 DAISY WHEEL RIBBON
001393 DATATICKETINC
007012 DEAKINS, CASEY MICHAEL
003006 DEWITT CUSTOM PAINTING
004192 DOWNS COMMERCIAL FUELI
Oct prgs: Tdf Monitoring system
Plotter Paper and Ink for GIS
Sept parking citation processing svcs
Entertainment: Mystery Wkend Event
Res Imp Prgm: Bdttingham, R&S
Fuel for city vehicles: TCSD 61343
Fuel for city vehicles: B&S 61348
Fuel for city vehicles: City Van 61349
15,208.95 15,208.95
251,533.80 251,533.80
2,144.35 2,144.35
140.00 140.00
200.00 200.00
2,300.00 2,300.00
823.54
399.63
74.03 1,297.20
Page2
apChkLst Final Check List Page: 3
11/13/2003 3:22:08PM CITY OF TEMECULA
Bank: union UNION BANK OF CALIFORNIA
Check # Date Vendor
88032 11/13/2003
88033 11/13/2003
88034 11/13/2003
88035 11/13/2003
88036 11/13/2003
88037 11/13/2003
88038 11/13/2003
88039 11/13/2003
88040 11/13/2003
001669 DUNN EDWARDS CORPORATI
001380 E S I EMPLOYMENT SERVICES
006746 ECONOMICS, INC
003223 EDAW INC
007037 ELIZONDO, LUIS
002438 ENGEN CORPORATION
000478 FAST SIGNS
000165 FEDERAL EXPRESS INC
(Continued)
Description
Supplies for graffiti removal
Temp help PPE 10/31 Heer
Temp help PPE 10/31 Jones
Temp help PPE 10/31 Kanigewski
Temp herp PPE 10/31 Bragg
Temp help PPE 10/31 Montecino
Temp help PPE 10/31 Sen9
Temp help PPE 10/31 Cammamta
Sept consulting svcs for trash
Biological Monitoring:Lg Cyn Basin
Refund: Sports - BB Mens League
Aug 03 Geotech svcs: C. Museum
Citywide household hazardous banner
Museum exhibit supplies
Museum exhibit supplies
Express mail services
Express mai] services
003347 FIRST BANKCARD CENTER
004092 H I S INTERNATIONAL TOURS I JS Airfare:R.Roberts:Sister Cities
007054 BUILDING INDUSTRYASSOC. B JS Octoberfest Event:9/24:J.Stone
007064 DAILY GRILL
001135 FIRST CARE INDUSTRIAL MED
88041 11/13/2003
88042 11/13/2003 004239 FISHERMERRIMANSEHGAL
88043 11/13/2003 006531 FORMOE, GARY
88044 11/13/2003 001989 FOXNET~NORKSYSTEMSINC
88045 11/13/2003 000170 FRANKLINQUESTCOMPANYI
88046 11/13/2003 007068 FROST, RACHAEL
JS Travel meal at LAX airport
Employee physicals and drug testing
Architectual Design:Theater
Reimb: JCBO certification renewal
Misc Computer Supplies: IS
Day timer supplies - P~N
Reimb:Gang Task Force Cf:10/21-24
Amount Paid
131.37
2,593.73
1,546.86
1,478.40
1,447.60
1,268.00
1,218.83
1,201,85
350.00
415.00
50.00
990.00
227.12
187.25
30.96
206.51
189.97
619.43
45.00
20.00
265.00
273.38
185.00
135.76
1,099.38
517.61
Check Total
131.37
10,755.27
350.00
415.00
50.00
990.00
445.33
396.48
684.43
265.00
273.38
185.00
135.76
1,099.38
517.61
Page3
apChkLst Final Check List Page: 4
11/13/2003 3:22:08PM CITY OF TEMECULA
Bank: union UNION BANK OF CALIFORNIA
Check # Date Vendor
88047 11/13/2003 000177 GLENNIES OFFICE PRODUCTS
88048 11/13/2003 007069 GRAY, DARIN
88049 11/13/2003 006569 GREYSTONE HOMES
88050 11/13/2003 002174 GROUP 1 PRODUCTIONS
88051 11/13/2003 004053 HABITATWESTINC
88052 11/13/2003
88053 11/13/2003
88054 11/13/2003
88055 11/13/2003
000186 HANKS HARDWARE INC
002372 HARMON, JUDY
007038 HART, GENE
006250 HAZ MAT TRANS INC
88056 11/13/2003
88057 11/13/2003
88058 11/13/2003
88059 11/13/2003
88060 11/13/2003
88061 11/13/2003
(Continued)
Description
Minute Clerk recorder & transcriber
Office Supplies: Finance
Office supplies: PW
Office Supplies: City Manager
Office Supplies: Police
Office Supplies: Inf Sys
Office Supplies: Copy Center
Office Supplies: HR
Office Supplies: Eco Devel
Reimb:CSAIA Conf:10/6-10/03
Refund:Overpmt TM23143-10
Video recording of Gardner event
Lg Cyn Detention Basin Maint agrmt
Hardware supplies: City Hall
Hardware supplies: B&S
TCSD instructor earnings
Refund: Spor~s - BB Mens League
Hazardous Waste Dispesal Svcs
002126 HILLYARDFLOORCARESUPPL Floor care & suppry: CRC gym
003622 I C M A - MEMBERSHIP
004179 INTERNATIONAL EZ-UP
003266 IRON MOUNTAIN OFFSITE
001186 IRWIN, JOHN
003046 K F R O G 95.1 FM RADIO
Membership: Grant Yates 265743
Canopy for recreation
Records mgmt microfilm storage unit
TCSD instructor earnings
Mystery Weekend Broadcasting Svcs
Howloween Broadcasting Svcs
Mystery Weekend Broadcasting Svcs
Amount Paid
664.78
594.93
406.04
243.92
65.15
46.08
45.90
16.49
13.44
767.59
150.00
200.00
504.16
253.88
59.06
264.00
50.00
2,442.48
173.22
816.58
1,475.00
390.25
376.00
775,00
750.00
225.00
Check Total
2,096.73
767.59
150.00
200.00
504.16
312.94
264.00
50.00
2,442.48
173.22
816.58
1,475.00
390.25
376.00
1,750.00
PageA
Final Check List Page: 5
CITY OF TEMECULA
apChkLst
11/13/2003 3:22:08PM
Bank: union UNION BANK OF CALIFORNIA
Check # Date Vendor
88062 11/13/2003
88063 11/13/2003
88064 11/13/2003
88065 11/13/2003
88066 11/13/2003
88067 11/13/2003
88068 11/13/2003
88069 11/13/2003 003054 LYNDE ORDWAY
88070 11/13/2003 004068 MANALILI, AILEEN
007036 KEB, HENRY
002424 KELLEY DISPLAY INC
001091 KEYSER MARSTON ASSOClAT
004999 KREIS, RICHARD
006744 LAMAR CORPORATION, THE
006933 LEE FIRE PROTECTION INC
(Continued)
Description
Amount Paid Check Total
88071
88072 11/13/2003 006461 MARIPOSA HORTICULTURAL
88073 11/13/2003 000220 MAURICE PRINTERS INC
88074 11/13/2003 001924 MAXIMUS INC
88075 11/13/2003 006571 MELODY'S AD WORKS
88076 11/13/2003
88077 11/13/2003
88078 11/13/2003
Refund: Sports - BS Mens League
Holiday Candle Banners:Eco Devel
Oct svcs:Affordable housing
Oct s~s:OId Town Development Prjt
Refund: Security deposit
Oct billboard change-outs
Fac Imp Prgm:Salon & Day Spa
003286 LIBRARY SYSTEMS & SERVICE Oct svcs-library system agrmt
Oct svcs-library system agrmt
Repair paper drill in Copy Center
TCSD Instructor Earnings
TCSD Instructor Earnings
11/13/2003 001967 MANPOWER TEMPORARY SER TempHelpw/e13/19Dankworth
Temp Help w/e 11/02 Dankworth
Temp Help w/e 10/26 Dankworth
Sept Ldscp Svcs:Parks
High Country Magazines:Museum
Scanning Photos/Brechures:Ecoe Dev
May-Oct User Fee Study Update
Old Town Holiday Promotions
Reimb Expenses:Halloween
Reimb Expenses:E.S.G. Event
004894 MICHAEL BRANDMAN ASSOClA Sep Prof Svcs:Pechanga Ph 2
001384 MINUTEMAN PRESS Business Cards:K. Harrington
004534 MOBILE SATELLITE VENTURES Nov EOC Satellite Stn Phone Svcs
50.00 50.00
176.21 176.21
4,608.77
356.25 4,965.02
100.00 100.00
495.00 495.00
8,000.00 8,000.00
11,042.34
1,241.48 12,283.82
136.90 136.90
462.00
336.00 798.00
658.40
658.40
526.72 1,843.52
21,935.89 21,935.89
2,782.11
188.56 2,970.67
12,000.00 12,000.00
2,500.00
236.97
71.17 2,808.14
3,313.80 3,313.80
114.86 114.86
70.81 70.81
Page5
apChkLst
11113/2003 3:22:08PM
Bank: union UNION BANK OF CALIFORNIA
Check # Date Vendor
88079 11/13/2003
88080 11/13/2003
88081 11/13/2003
88082 11/13/2003
004128 MORAMARCO, ANTHONY J.
000437 MORELAND & ASSOCIATES
005784 OLD TOWN RECORDS
002105 OLD TOWN TIRE & SERVICE
88083 11/13/2003 002668 OMEGA LAKE SERVtCES
88084 11/13/2003 003218 PELA
88085 11/13/2003 007067 PETRIE, MICHAEL E.
88086 11/13/2003 000249 PETFY CASH
Final Check List
CITY OF TEMECULA
(Continued)
Description
Refund: Sports - BB Mens League
Govt Acct Tm:Domenigoni:01/14/04
Refund: Sports - BB Mens League
City vehicle maintJrepair svcs
City vehicle mainYrepair svcs
City vehicle maint~repair svcs
City vehicle maint/repair svcs
City vehicle maintJrepair svcs
Oct Duck Pond water maint, svcs
Oct plan check svcs:Pranning
3rd Place/E.S.G. Contest
Petty cash reimbumement
88087 11/13/2003 000580 PHOTO WORKS OF TEMECULA Oct Photo/Film Develop:TCSD
88088 11/13/2003 002185 POSTMASTER-TEMECULA
88089 11/13/2003
88090 11/13/2003
88091 11/13/2003
88092 11/13/2003
002579 POTAMUS PRESS
005800 PREIMSBERGER, DUANE
001364 R C P BLOCK & BRICK INC
000262 RANCHO CALIF WATER DIST
88093 11/13/2003
88094 11/13/2003
88095 11/13/2003
002654 RANCHO FORD LINCOLN
004584 REGENCY LIGHTING
002412 RICHARDS WATSON &
P.O. Box Fee for Police Dept
Inspsction Request Books:Land Dev
2nd Place/E.S.G. Contest
Graffiti Removal Supplies: Parks
Various water meters
Various water metem
Various water metem
2004 Ford Ranger Truck:TCSD
West Wing Electrical Supplies
Sept 2003 legal services
Oct 2003 legal services
Amount Paid
50.00
125.00
50.00
366.13
281.04
259.08
196.84
179.43
769.50
13,818.00
50.00
551.02
214.78
410.00
316.95
100.00
607.71
24,011.25
1,191.69
91.13
19,639.59
201.19
147,550.71
1,204.00
Page: 6
Check Total
50.00
125.00
50.00
1,282.52
769.50
13,818.00
50.00
551.02
214.78
410.00
316.95
100.00
607.71
25,294.07
19,639.59
201.19
148,754.71
Page~
apChkLst
11113/2003 3:22:08PM
Bank: union UNION BANKOFCAMFORNIA
Check # Date Vendor
88096 11/13/2003 001309 RUSE, PHYLLIS
88097 11/13/2003 000277 S&SARTS&CRAFTSINC
88098 11/13/2003 003843 SCREEN DOCTOR, THE
88099 11/13/2003 005997 SERANELLA, BARBARA
88100 11/13/2003
88101 11/13/2003
88102 11/13/2003 000537 SO CALIF EDISON
Final Check List
CITY OF TEMECULA
(Continued)
Description
Reimb:Library Hearing:l 0/27-28
Amount Paid
Tiny Tots Prgm Supplies
211.78
22.54
Res Imp Prgm: Brittingham
Credit:Owner Paid Sales Tax
Narrator @ Ede Stanley Gardner Even
000645 SMART & FINAL INC ee Luncheon Supplies
High Hope Program Supplies
000722 SO CALF ASSN CODE ENF.OFF 2004 membemhip:J.Grove
2004 membemhip:M.Parker
2004 membership:T. Cole
2004 membership:J.Voshall
2004 membership:M.Ching
Nov 2-01-202-7330 Var. Street Lamps
Nov 2-01-202-7603 Var. Street Lamps
Nov 2-02-351-5281 CRC
Nov 2-00-987-0775 Vail Ranch
Oct 2-05-791-8807 Various Mtrs
Nov 2-06-105-0654 various mtm
Nov 2-22-417-8772 Rancho Vista
Nov 2-23-548-1975 Various Mtm
170.93
-11.83
250.00
88103 11/13/2003 001212 SO CALIF GAS COMPANY
88104 11/13/2003 006640 SOLID INTEGRATION
88105 11/13/2003 000519 SOUTH COUNTY PEST
88105 11/13/2003 000293 STADIUM PIZZA
88107 11/13/2003 006145 STENOSOLOUTIONS
88108 11/13/2003 006465 TEMECULA AUTO REPAIR
88109 11/13/2003 000168 TEMECULA FLOWER CORRAL
Nov 091-024-9300-5 CRC
62.35
55.95
50.00
50.00
50.00
50.00
50.00
34,624.65
9,762.87
6,013.04
4,645.43
2,398.96
1,489.08
1,273.09
30.40
1,878.78
Refund: Sports - BB Mens League
50,00
Oct Pest Control Svcs:Sr Ctr
Oct Pest Control Svcs:Caboose
Refund: Sports - BS Mens League
195.00
29.00
50.00
Oct Transcription Svcs:Police
1,820.16
Smog Check:Code Enfom. Vehicle
70.00
Sunshine Fund
165.76
Page: 7
Check Total
211.78
22.54
159.10
250.00
118.30
250.00
60,237.52
1,878.78
50.00
224.00
50.00
1,820.16
70.00
165.76
Page~
apChkLst Final Check List Page: 8
11/13/2003 3:22:08PM CITY OF TEMECULA
Bank: union UNION BANK OF CALIFORNIA
Check # Date Vendor
88110 11/13/2003
88111 11/13/2003
000307 TEMECULATROPHY COMPAN
000306 TEMECULAVALLEY PIPE&SU
(Continued)
Description
Commission/Committee Recogn awr
Plaques for Skaters Challenge:lO/11
Nameplate:Sgt. Mike Pino
Irrigation Supplies for Slopes
Amount Paid Check Total
606.09
172.40
8.08 786.57
170.62 170.62
88112 11/13/2003 004274 TEMECULA VALLEY SECURITY Var. Parks Locksmith Svcs
13.47 13.47
88113 11/13/2003 007039 THOMPSON, RON
Refund: Sports - BB Mens League
50.00 50.00
88114 11/13/2003
88115 11/13/2003
88116 11/13/2003
006192 TRISTAFF GROUP
005592 T~NINING LABORATORIES
002065 UNISOURCE
Temp Help w/e 11/02 Bradley
Temp Help w/e 10/26 Bradley
Sept Svcs:Soundwall Imprv
Credit;Incorrect Bill Rates
Paper Supplies for City Mgr's Dept
520.00
312.00 832.00
3,241.16
-138.00 3,103.16
1,957.96 1,957.96
88117 11/13/2003 004981 UNISOURCE SCREENING & 10/16-31 Background Screening Svcs
221.50 221.50
88118 11/13/2003 006637 VCACODEGROUP
88119 11/13/2003 004504 VAIL RANCH SELF STORAGE
Sept Plan Check Svcs:B&S Dept
Aug Plan Check Svcs:B&S Dept
Jul Plan Check Svcs:B&S Dept
Oct Plan Check Svcs:B&S Dept
Nov off-site storage:Records Mgmt
13,790.28
7,985.54
4,513.26
4,286.14 30,575.22
67.00 67.00
88120 11/13/2003 004261 VERIZONCALIFORNIA
88121 11/13/2003 004279 VERIZON CALIFORNIA INC.
88122 11/13/2003 004789 VERIZONINTERNETSOLUTION
Oct xxx-5029 general usage
Oct xxx-1999 general usage
Oct xxx-5509 general usage
Oct xxx-1540 O.T. Parking Lot
Oct xxx-0049 general usage
Oct x;<x-5780 general usage
Oct xxx-5840 general usage
Oct xxx-2629 Naggar
Oct xxx-1269 Pratt
Oct xxx-2730 Elevator
Oct xxx-2870 911 Auto Dialer
Oct access-CRC phone line
Oct access-Rvsd Co phone line
Nov Intemet svcs/EOC backup/Sl~ 84
684.17
238.27
147.11
90.49
32.53
31.84
31.84
30.17
29.87
29.62
29.51
349.44
273.00
69.95
1,375.42
622.44
69.95
Page~
apChkLst Final Check List Page: 9
11113/2003 3:22:08PM CITY OF TEMECULA
Bank: union UNION BANK OF CALIFORNIA
Check # Date Vendor
88123 11/13/2003
88124 11/13/2003
006612 WEATHERPROOFING TECH, I
005804 WELLS FARGO BANK
88125 11/13/2003 005804 WELLS FARGO BANK
88126 11/13/2003 005804 WELLS FARGO BANK
88127 11/13/2003
88128 11/13/2003
88129 11/13/2003
002097 WESTERN HIGHWAY PRODUC
002109 WHITE CAP INDUSTRIES INC
004829 WILSON GROUP LLC, THE
(Continued)
Description Amount Paid Check Total
Patch/Repair Svcs:City Hall 2,980.00
Patch/Repair Svcs:Sr Ctr 1,660.00
1st Place/E.S.G. Contest 50.00
2nd place/E.S.G. Contest 37.50
3rd Place/E.S.G. Contest 25.00
40 Solar Powered Barricade Flashers 1,206.80
Maintenance Supplies for PW 1,114.48
Nov State Lobbyist Svcs 3,500.00
Sub total for UNION BANK OF CALIFORNIA:
4,640.00
50.00
37.50
25.00
1,206.80
1,114.46
3,500.00
799,447.12
Page~
ITEM 4
APPROVAL
CITY ATTORNEY
DIRECTOR OF FIN/~CfE
CITY MANAGER
CITY OF TEMECULA
AGENDA REPORT
TO: City ManagedCity Council
FROM: ~¢~-'Susan W. Jones
- U City Clerk/Director of Support Services
DATE: November 25, 2003
SUBJECT: Cancellation of December 9, 2003 City Council Meeting
RECOMMENDATION: Direct the City Clerk to cancel the regular City Council Meeting of
December 9, 2003, and to perform the appropriate postings and noticing requirements of the
Government Code.
BACKGROUND: Several members of the City Council will be attending the National League of
California Cities Annual Conference in Nashville, Tennessee, December 9th through Saturday,
December 13, 2003. As a result, there will not be a quorum for the meeting of December 9, 2003.
Staff would recommend that this meeting be cancelled.
FISCAL IMPACT: None
Agenda Reports/Meeting Schedule 1
ITEM 5
APPROVAL
CiTY ATTORNEY
DIRECTOR OF FINANCE
CITY MANAGER
TO:
FROM:
DATE:
SUBJECT:
CITY OF TEMECULA
AGENDA REPORT
City Manager/City Council
Grant Yates, Assistant to the City Manager
November 25, 2003
Temecula Citizen Corps Grant Funding
PREPARED BY:
Ashley Jones, Management Assistant
RECOMMENDATION: That the City Council:
1. Increase estimated Grant Revenue by $9,277.
2. Appropriate $10,000 to the City Manager Depadment budget to employ a consultant to
develop a Temecula Citizen Corps Annex to the City's Multi-Hazard Function Plan.
3. Appropriate $4,200 to the Police Department budget for the purchase of printed
materials and supplies for the Temecula Citizen Corps.
BACKGROUND: The City of Temecula has been active in seeking grant funding to
enhance the City's Emergency Management Program as well as the Temecula Citizen Corps.
Recently, the City was awarded $10,000 in grant funding to develop an annex for the Temecula
Citizen Corps to the City's Multi-Hazard Function Plan. Of the awarded $10,000 in funding,
$4,923 has been received to date. This grant will allow for the Citizen Corps Program to be fully
incorporated into the City's Emergency Management Plan and will allow for the City to compete
for additional grant funding in the future. The grant to develop the Citizen Corps Annex can be
attributed to the fact that the Temecula Citizen Corps Program is fully operational.
In addition, the City of Temecula has been awarded $4,200 in Citizen Corps program grant
funding from the Federal Emergency Management Agency (FEMA) to be used to purchase
much needed printed material and supplies for the program.
FISCAL IMPACT: Since $4,923 has already been received in June 2003, the General Fund
Grant Revenues will be increased by $9,200 and will offset the appropriation of $10,000 to the
City Manager Department Budget (line item 001-110-999-5278) and $4,200 to the Police
Department Budget (line item 001-170-999-5374).
R:'tASH L EYS~Slaff Reports~TCC Grant Funding - Annex.doc
ITEM 6
APPROVAL
CiTY ATTORNEY
DIR.OF FINANCE
CITY MANAGER
CITY OFTEMECULA
AGENDA REPORT
TO:
FROM:
DATE:
SUBJECT:
City ManagedCity Council
Genie Roberts, Director of Finance~'"
November 25, 2003
Community Service Funding Program
(Placed on the agenda at the request of Mayor Stone and Mayor Pro Tem Naggar)
RECOMMENDATION:
That the City Council:
1. Approve a Community Service Funding grant of $1,000 to Music Heritage
2. Approve an appropriation of $1,000 from the General Fund Undesignated Fund Balance
BACKGROUND: The City Council appointed Mayor Jeff Stone and Mayor Pro Tem
Mike Naggar to the 2003-04 Community Service Funding Program Ad Hoc Committee to allocate
grant funds to non-profit organizations that provide community services to the citizens of Temecula.
On October 22, 2003, the City Council approved Community Service Funding to 43 non-profit
organizations in an amount of $128,000. However, at that time, funding to Music Heritage was not
included in the recommendation. The Ad Hoc Committee would like to fund Music Heritage in an
amount of $1,000 for their Youth String Competition and String Ensemble.
FISCAL IMPACT: Funding of this grant will require an appropriation of $1,000 from the
General Fund undesignated Fund Balance.
ITEM 7
TO:
FROM:
DATE:
SUBJECT:
APPROVAL J~//,~
CITY ATTORNEY ~-~--/--/--/--/--/--/--/--~ II
DIRECTOROF FINANCE[~ II
CITY OF TEMECULA
AGENDA REPORT
City Manager/City Council
/~..~illiam G. Hughes, Director of Public Works/City Engineer
November 25, 2003
Approval of the Plans and Specifications for the Old Town Temecula
Community Theater, Project No. PW02-23, and Authorization to Solicit
Construction Bids
PREPARED BY:
Greg Butler, Principal Engineer
David McBride, Senior Engineer
RECOMMENDATION: That the City Council approve the Construction Plans and
Specifications and authorize the Department of Public Works to solicit construction bids from the
pre-qualified contractors for the Cid Town Temecula Community Theater Project, Project No.
PW02-23.
BACKGROUND: The Old Town Community Theater will provide seating for over 300
people with an orchestra pit, scene shop, loading dock, storage, dressing rooms, offices,
classrooms, and dance studio/rehearsal room. In addition, the project will complete the interior of
the existing Mercantile Building, site walkways and hardscape improvements, a concession and
restroom structure, site landscaping, and a 22-space parking lot. Because of the size and
complexity of the project it requires contractors that have recent proven experience in the
construction of large-scale performing arts facilities.
On April 22, 2003, City Council authorized the Department of Public Works to solicit and pre-qualify
contractors to perform the work required for the Community Theater. On July 22, 2003, City Council
approved the pre-qualification of nine (9) contractors as eligible to submit bids for the project. The
Construction Plans and Specifications have been completed and the project is ready to be
advertised for bids. All Contract Documents are available for review in the Department of Public
Works. The Architect's Construction Estimate for the project is $7,000,000.
FISCAL IMPACT: The Old Town Community Theater Project, Project No. PW02-23, is funded
with Redevelopment Agency Bond Proceeds and Reimbursements in the form of donations. Based
on the current budget and the construction estimate an additional appropriation of approximately
$1.75 million may be required. If necessary staff will request an additional appropriation of $500,000
from Redevelopment Funds and the balance from General Fund Reserves. The final appropriation
requests will be made after the bids are received and when the construction contract is ready to
award by the City Council.
ATTACHMENTS:
1. Location Map
2. Project Description
I
20031125 Pwo2-23 bid
ITEM 8
TO:
FROM:
DATE:
SUBJECT:
APPROVAL ~//~F
CITY attorney ~ I
DIRECTOR Of FINANC~ I
CITY MANAGER ~)-'~1
CITY OFTEMECULA
AGENDA REPORT
City ManagedCity Council
fV~/~William G. Hughes, Director of Public Works/City Engineer
November 25, 2003
Acceptance of Offers of Dedication - Road and Utility Purposes For Fiesta
Ranch Road, (Lot 'E') as Shown on Tentative Tract Map 29353 -
Roripaugh Ranch
PREPARED BY:
Ronald J. Parks, Deputy Director of Public Works
Steve Charette, Associate Engineer - Land Development
RECOMMENDATION: That the City Council adopt a resolution entitled:
RESOLUTION NO. 2003-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA ACCEPTING OFFERS OF DEDICATION OF RIGHT
OF WAY AS SHOWN ON TENTATIVE TRACT MAP 29353 FOR
ROAD AND UTILITY PURPOSES FOR FIESTA RANCH ROAD
(LOT E) AND AS OFFERED BY OWNERS OF PARCEL A.P.N.
957-340-004, 957-340-005 AND 957-340-006 BUT NOT
ACCEPTING THAT PORTION OF STREET INTO THE CITY
MAINTAINED STREET SYSTEM AT THIS TIME
BACKGROUND: Public Improvement requirements for the development of Tract
29353-2 necessitate the dedication of right of way for the purposes of road and utility
construction within the Roripaugh Ranch development. The required right of way consists of the
easterly 33 feet of three separate parcels located just outside of the westerly boundary of Tract
29353-2. The right of way is needed to complete the westerly half-width dedication
requirements for the proposed Fiesta Ranch Road within Tract 29353-2. The half-width
dedications are in compliance with the Planning Application PA01-0230 - Roripaugh Ranch
Conditions of Approval No. 76g(viii) as approved by the City Council on November 26, 2002.
The Roripaugh Ranch developer, Ashby USA, LLC, has secured notarized signatures of Offers
of Dedication from the following three property owners:
CDLU Rancho Partners
Connie and Jim Miller
Andres and Caridad Duran
APN 857-340-004
APN 857-340-005
APN 857-340-006
The property owners have each submitted an Offer of Dedication for Road Purposes along with
a legal description and plat whereby the owner dedicates a 33-foot wide strip of land along
his/her property frontage for right-of-way and public utility purposes. Upon City Council
approval and recordation of each Offer of Dedication, the applicant/owner of Planning
Application PA 01-0230, Ashby USA LLC, will satisfy his condition of approval obligation for
half-street dedication of Fiesta Ranch Road.
The Offers of Dedication are currently on file with the City Clerk's Office.
FISCAL IMPACT: None
ATTACHMENTS:
1. Resolution No. 2003-
2. Location Map
R;'C,G EN DA REPORTS~200311125031TM29353 - Offers of Dedicadon.DOC
2
TRACT NO. 3-2
BEING A SUBDIVISION OF A PORTION OF FRACTIONAL SECTION 21 AND A PORTION OF
THE EAST ONE-HN-F OF SECTION 20, TOWNSHIP 7 SOUTH, RANGE 2 WEST, S.B.M.
/
/7/
I~/D PER -"--..~
2/68 OF /
,R]V. CO. /
/2
DAVID EVANS AND ASSOCIATES, INC. ONTARIO, CA.
MAY 2003
~ALg~ 1# = 3~
THAT POR1
CONTIGU~
2/
APN 857-340-004
// # ~
APN 857-340-005
T~V
u~O .r' J ON
R.,S.,
6
APN 857-340-006
)T
RESOLUTION NO. 2003-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA ACCEPTING OFFERS OF DEDICATION OF RIGHT
OF WAY AS SHOWN ON TENTATIVE TRACT MAP 29353 FOR
ROAD AND UTILITY PURPOSES FOR FIESTA RANCH ROAD
(LOT E) AND AS OFFERED BY OWNERS OF PARCEL A.P.N.
957-340-004, 957-340-005 AND 957-340-006 BUT NOT
ACCEPTING THAT PORTION OF STREET INTO THE CITY
MAINTAINED STREET SYSTEM AT THIS TIME
THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY
RESOLVE AS FOLLOWS:
WHEREAS, The City Council of the City of Temecula does hereby find,
determine and declare that:
A. City Staff has established the requirement for dedication of 33 feet of right-
of-way along property frontage on Fiesta Ranch Road;
The Property Owners, 1) CDLU Rancho Partners, 2) Connie and Jim Miller,
and 3) Andres and Caridad Duran, each submitted an offer of dedication for
road purposes dedicating 33 feet of right-of-way for public street and utility
purposes for Fiesta Ranch Road;
Acceptance of this offer of dedication does not obligate the City to assume
responsibility, nor incur liability with respect to the offer of dedication until
subject street has been accepted into the city maintained street system by
separate resolution.
WHEREAS, The City Council of the City of Temecula hereby desires to accept
the offers of dedication for road purposes by 1) CDLU Rancho Partners, 2) Connie and Jim
Miller, and 3) Andres and Caridad Duran as attached hereto along with its Exhibits "A" and "B".
NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of
Temecula hereby accepts the offers of dedication for road purposes by 1) CDLU Rancho
Partners, 2) Connie and Jim Miller, and 3) Andres and Caridad Duran for Fiesta Ranch Road,
but not into the City Maintained Street System at this time.
PASSED, APPROVED, AND ADOPTED, by the City Council of the City of
Temecula at a regular meeting held on the 25th day of November, 2003.
ATTEST:
Jeffrey E. Stone, Mayor
Susan W. Jones, CMC, City Clerk
(SEAL)
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )
CITY OF TEMECULA )
I, Susan W. Jones, CMC, City Clerk of the City of Temecula, California, do hereby certify that
Resolution No. 2003- was duly and regularly adopted by the City Council of the City of
Temecula at a regular meeting thereof held on the 25th day of November, 2003 by the following
vote:
AYES: 0
NOES: 0
ABSENT: 0
COUNCILMEMBERS:
COUNCILMEMBERS:
COUNCILMEMBERS:
Susan W. Jones, CMC, City Clerk
R:~.~GENDA REPORTS~20031112503\TM29353 - Offers of Dedica~on,DOC
4
ITEM 9
TO:
FROM:
DATE:
SUBJECT:
APPROVAL
CITY ATTORNEY
DIRECTOR OF FINANC~
CITYMANAGER ~// ~
CITY OFTEMECULA
AGENDA REPORT
City ManagedCity Council
Jim O'Grady, Assistant City Manag~
November 25, 2003
Letter of Support for Appointment of Joan Sparkman as Trustee of California
Community College Board of Governors (Requested by Mayor Stone)
RECOMMENDATION: That the City Council authorize the Mayor to sign a letter urging
the appointment of Joan Sparkman to the California Community College Board of Governors as
a Trustee.
BACKGROUND: Joan Sparkman is being considered for appointment as a Trustee for the
California Community College Board of Governors. Ms. Sparkman currently serves as
President and Trustee for the Mt. San Jacinto Community College District, is an active member
of Temecula's business community, was a trustee for over 22 years on the Temecula Valley
Unified School District Board, and has been a key community member in the planning of the
Temecula Higher Education Center. There is not currently a Trustee on the California
Community College Board from our area, and Ms. Sparkman would be an excellent
representative for our region.
FISCAL IMPACT: None
ATrACHMENT: Proposed letter of support
of Temecula
· Temecula, CA92590 · Mailing Address~ P O BOX 9033 · Temecula, CA 92589-9033
(909) 506-5100 · Fax (909) 694-6499
Jeffrey E. Stone
Mayor
Michael S. Naggar
Mayor Pro-Tem
Jeff Comerchero
Councilmember
Ronald H. Roberts
Councilmember
Chuck Washington
Councilmember
{909) 506-5100
FAX 694-6499
November 26, 2003
Schwarzenegger Transition Office
Attn: Appointment Secretary
770 "L" Street
Sacramento, CA 95814-3325
RE: Appointment for Trustee of California Community College Board of Governors
Dear Appointment Secretary:
This letter is to request thc appointment of Joan Sparkman as Trustee for the California
Community College Board of Governors.
Ms. Sparkman has an unparalleled r~cord of distinguished service to this region and is
uniquely qualified for appointment to the Community College Board. Ms. Sparkman
served as a trustee for the Temecula Valley Unified School District Board, and is the
namesake for the Joan F. Sparkman Elementary School. She is currently serving as the
President and Trustee for the Mt. San Jacinto Community College District Board of
Trustees and is active in a variety of efforts to improve the higher education
opportunities in this fast-growing region.
Ms. Sparkman is an active member of the Business Community of this region, has led
efforts to fund research for the fight against the Pierce's Disease scourge, has served as
Past President of the Temecula Valley Chamber of Commerce, is active in legislative
affairs, and the list of accomplishments goes on. These accomplishments are a direct
result of her ability to work effectively with diverse groups of people and interests.
In conclusion, we urge the appointment of Ms. Sparkman to the Community College
Board of Governors. She will bring ideas and a practical approach to problem-solving
that will be of tremendous value to the Board and to the State.
Sincerely,
Jeffrey E. Stone
Mayor
TEMECULA COMMUNITY
SERVICES DISTRICT
ITEM 1
MINUTES OF A REGULAR MEETING
OF THE TEMECULA COMMUNITY SERVICES DISTRICT
NOVEMBER t8, 2003
A regular meeting of the City of Temecula Community Services District was called to order at 7:32
P.M., at the City Council Chambers, 43200 Business Park Drive, Temecula, California. President
Comerchero presiding.
ROLL CALL
PRESENT: 4 DIRECTORS: Pratt, Roberts, Stone, and Comemhero
ABSENT: 1 DIRECTORS: Naggar
Also present were General Manager Nelson, City Attorney Thorson, and City Clerk Jones.
PUBLIC COMMENTS
No comments.
1. Minutes
RECOMMENDATION:
1.1 Approve the minutes of October 28, 2003.
MOTION: Director Stone moved to approve Consent Calendar Item No. 1. The motion was
seconded by Director Roberts and voice vote reflected approval with the exception of Director
Roberts who abstained, and Director Naggar who was absent.
DIRECTOR OF COMMUNITY SERVICES REPORT
Director Parker invited everyone to attend the annual Temecula Electric Light Parade,
December 4, 2003, on Jefferson Avenue, beginning at 7:00 P.M.
GENERAL MANAGER'S REPORT
No comment.
BOARD OF DIRECTORS' REPORTS
No comment.
Minutes.csd\l 11803 1
ADJOURNMENT
At 7:33 P.M., the Temecula Community Services District meeting was formally adjourned to
Wednesday, November 25, 2003, at 7:00 P.M., City Council Chambers, 43200 Business Park
Drive, Temecula, California.
Jeff Comerchero, President
ATTEST:
Susan W. Jones, CMC
City Clerk/District Secretary
[SEAL]
Minutes.csd~111803 2
ITEM 2
APPROVAL
CITY ATTORNEY
DIRECTOR OF FINA~
CITY MANAGER
TEMECULA COMMUNITY SERVICES DISTRICT
CITY OFTEMECULA
AGENDA REPORT
TO:
General ManagedBoard of Directors
FROM:
Herman Parker, Director of Community Services
DATE:
November 25, 2003
SUBJECT: Approval of the Plans and Specifications and Authorization to Solicit
Construction Bids for Project No. PW02-02CSD, Pablo Apis Park Add
Amenities Project
PREPARED BY: '~V~/illiam Hughes, Director of Public Works/City Engineer
Amer Attar, Principal Engineer
RECOMMENDATION: That the Board of Directors approve the Construction Plans and
Specifications and authorize the Department of Public Works to solicit construction bids for Project
No. PW02-02, Pablo Apis Park - Add Amenities Project.
BACKGROUND: The Pablo Apis Park is part of the Vail Ranch area, which was recently
annexed into the City. Currently the existing park does not meet the Temecula Community Services
District's standards. This project adds the various park amenities that will bring the park up to City of
Temecula standards. The amenities to be added include a tot lot, picnic shelters, tables, benches,
and walkways.
The Plans, Specifications and Contract Documents have been completed and the project is readyto
be advertised for construction. These Plans and Specifications are available for review in the City
Engineer's office.
The Engineer's estimate for this project is $268,450.00.
FISCAL IMPACT: The Pablo Apis Park Add Amenities is a Capital Improvement Project funded
through Development Impact Fees - Park and Recreation for Fiscal Year 2003-2004.
ATTACHMENT:
1. Location Map
2. Project Description
1
r:~agd rpt'G, o02\0423~:~wO2~)5 bid/AJP
ITEM 3
APPROVAL~
CITYATTORNEY
DIRECTOR OFFINAN~E
ClTY MANAGER (,~
TO:
FROM:
DATE:
SUBJECT:
CITY OFTEMECULA
AGENDA REPORT
Board of Directors
Herman D. Parker, Director of Community Service~
November 25, 2003
Landscape Maintenance Services Contracts for Parks, Medians,
Facilities and South Slopes
PREPARED BY:
~,h~Kevin T. Harrington, Maintenance Superintendent
RECOMMENDATION:
The Board of Directors:
1. Award a thirty six (36) month contract to Excel Landscape Inc., authorize the expenditure of
$480,350.00 for landscape maintenance services for medians, facilities and south s~opes,
and approve 15% contingency for extra work items in the amount of $72,052.00. Contract
term shall commence on January 1,2004 and continue through December 31, 2006.
2. Award a thirty six (36) month contract to Midori Gardens Inc., authorize the expenditure of
$360,000.00 for landscape maintenance services for parks and approve 15% contingency
for extra work items in the amount of $54,000.00. Contract term shall commence on
January 1, 2004 and continue through December 31,2006.
BACKGROUND: The Temecula Community Services Depadment (TCSD) released a
Request for Proposal (RFP) for Landscape Maintenance Services on March 11,2003. The TCSD
received six (6) proposals, which were evaluated to determine qualifications and to assess the
competitiveness of their pricing. Staff interviewed representatives from the three (3) lowest priced
qualified bidders in order to determine each company's ability to provide the high level of services
required in the City of Temecula.
On June 10, 2003 contracts were awarded to Mariposa Horticultural Enterprises, Inc., Pierre
Sprinkler and Landscape and American Landscape Management, Inc.
Mariposa Horticultural Enterprises and Pierre Sprinkler and Landscape have not been providing
consistent levels of landscape maintenance services and are not able to satisfy all of the
requirements of their contracts. As a result of this, Pierre Sprinkler and Landscape and Mariposa
Horticultural Enterprises have requested to be released from their agreements with the TCSD.
Upon careful consideration staff feels it would best serve the TCSD to mutually terminate their
agreements and execute agreements with two of the other contractors who originally provided
R:hqA R R lNG K',AG EN DA.RP'I~C C kS MAINT SERVICES 2003-04 Excel LS.doe
proposals in March 2003. Staff has determined that it would be detrimental to the performance of
.our remaining contractor, Amedcan Landscape Management Inc. to add any additional areas to their
contract at this time. Staff is working closely with American Landscape Management Inc. to ensure
an acceptable level of performance is provided.
· Excel Landscape Inc. and Midori Gardens Inc., provided proposals in March 2003. Their proposals
were very thorough and detailed, however their prices were higher than the currently contracted
companies and they were not awarded any maintenance areas at that time. Staff has negotiated
prices and discussed the terms of the contract with Excel Landscape Inc. and Midori Gardens Inc.
We feel the prices and terms established with these contractors are acceptable and well within
industry standards to perform the required landscape maintenance services. As a result staff is
recommending that two new contracts be issued to these companies to maintain specified
landscape areas within the City as follows:
COMPANY
SERVICE AREA
ANNUALCONTRACTCOST
Midori Gardens Inc. Neighborhood Parks
$360,000.00
Excel Landscape Inc.
Facilities $ 80,232.00
Medians $ 91,345.00
South Slopes $308,773.00
Staff is also recommending that the standard 10% contingency for extra work items be increased to
15% to ensure an adequate authorization of funding is available should these maintenance areas
required additional services upon turn over to the new contractors. These additional monies, if
needed, would be withheld from the previous contractors, Mariposa Horticultural Enterprises and
Pierre Sprinkler and Landscape in the form of liquidated damages for substandard performance.
FISCAL IMPACT: The total cost of the maintenance contracts for the remaining term of FY
2003-04 is $420,125, plus an additional fifteen percent (15%) contingency of $63,026. Sufficient
funds have been included in the TCSD Budgets for FY 2003-04 in accounts:
190-180-999-5212
190-181-999-5212
190-182-999-5212
190-184-999-5212
190-185-999-5212
190-188-999-5212
340-199-701-5212
340-199-702-5212
Attachments;
1) Excel Landscape, Inc. Contract
2) Midori Gardens, Inc. Contract
R:~IA RRINGKLn. G END A.RPT~CC LS MAINT SERVICES 20~3-04 Excel LS.doc
CITY OF TEMECULA
TEMECULA COMMUNITY SERVICES DISTRICT
CONTRACT AGREEMENT
FOR
MAINTENANCE SERVICES
THIS MAINTENANCE CONTRACT, made and entered into as of November 25,
2003, by and between the Temecula Community Services District ("City"), and Midori Gardens,
Inc. ("Contractor"). In consideration of the mutual covenants and conditions set forth
herein, the parties agree as follows:
1. TERM.This Agreement shall commence on January 1, 2004 and shall remain
and continue in effect until December 31, 2006 unless sooner terminated pursuant to the
provisions of this Agreement. The City reserves the right to extend this agreement for an
additional twenty four (24) months within sixty (60) days prior to its expiration.
2. SCOPE OF WORK. Contractor shall perform all of the work described in Exhibit
A and as described in the City's Request for Proposal Landscape Maintenance Services, dated
March 11, 2003 ('~/ork") and shall provide and furnish all the labor, materials, necessary tools,
expendable equipment, and all utility and transportation services required for the Work. All of
said Work to be performed and materials to be furnished for the Work shall be in strict
accordance with the specifications set forth in the City's Request for Proposal Landscape
Maintenance Services, dated March 11,2003.
3. PAYMENT. The City agrees to pay Contractor monthly, in accordance with the
payment rates and schedules and terms as set forth in Exhibit A, attached hereto and
incorporated herein by this reference as though set forth in full, based upon actual time spent
on the above tasks. This amount shall not exceed Three Hundred Sixty Thousand and
00/100 dollars ($ 360,000.00 ) annually. All Subsequent years of this three (3) year
agreement shall be adjusted upon approval by City staff of the Consumer Price Index (CPI) of
Riverside County on January 1st of each year for the term of the Agreement unless additional
payment or change order is approved as provided in this Agreement.
a. Contractor shall submit invoices monthly for actual services performed
detailing the work performed in a form acceptable to the Director of Finance. Invoices shall be
submitted on or about the first business day of each month, for services provided in the previous
month. Payment shall be made within thirty (30) days of receipt of each invoice as to all non-
disputed fees. If the City disputes any of contractor's fees it shall give written notice to
Contractor within 30 days of receipt of invoice of any disputed fees set forth on the invoice.
b. The City Manager may approve additional payment not to exceed the 15%
contingency. Also, the City Manager may approve change orders up to the 15% contingency
amount.
4. PERFORMANCE. Contractor shall at all times faithfully, competently and to the
best of his or her ability, experience, and talent, perform all tasks described herein. Contractor
shall employ, at a minimum, generally accepted standards and practices utilized by persons
engaged in providing similar services as are required of Contractor hereunder in meeting its
obligations under this Agreement.
R:\HAKRINGK~AGREEMNT~Iinor Maintenance 2003 - Midori Gardens.doc
5. CITY APPROVAL. All labor, materials, tools, equipment, and services shall be
furnished and work performed and completed subject to the approval of the City or its
authorized representatives.
6. WAIVER OF CLAIMS. On or before making final request for payment under
Paragraph 3., above, Contractor shall submit to City, in writing, all claims for compensation
under or arising out of this contract; the acceptance by Contractor of the final payment shall
constitute a waiver of all claims against the City under or arising out of this Contract except
those previously made in writing and request for payment. Contractor shall be required to
execute an affidavit, release and indemnify agreement with each claim for payment.
7. PREVAILING WAGES. Pursuant to the provisions of Section 1773 of the Labor
Code of the State of California, the City has obtained the general prevailing rate of per diem
wages and the general rate for holiday and overtime work in this locality for each craft,
classification, or type of workman needed to execute this Contractor from the Director of the
Department of Industrial Relations. Contractor shall post a copy of such wage rates at the job
site and shall pay the adopted prevailing wage rates as a minimum. Contractor shall comply
with the provisions of Sections 1773.8, 1775, 1776, 1777.5, 1777.6, and 1813 of the Labor
Code. Pursuant to the previsions of 1775 of the Labor Code, Contractor shall forfeit to the City,
as a penalty, the sum of $25.00 for each calendar day, or portion thereof, for each laborer,
worker, or mechanic employed, paid less than the stipulated prevailing rates for any work done
under this contract, by him or by any subcontractor under him, in violation of the previsions of
the Contract.
8. SUSPENSION OR TERMINATION OF AGREEMENT WITHOUT CAUSE.
a. The City may at any time, for any reason, with or without cause, suspend
or terminate this Agreement, or any portion hereof, by serving upon the Contractor at least ten
(10) days prior written notice. Upon receipt of said notice, the Contractor shall immediately
cease all work under this Agreement, unless the notice provides otherwise. If the City suspends
or terminates a portion of this Agreement such suspension or termination shall not make void or
invalidate the remainder of this Agreement.
b. In the event this Agreement is terminated pursuant to this Section, the
City shall pay to Contractor the actual value of the work performed up to the time of termination,
provided that the work performed is of value to the City. Upon termination of the Agreement
pursuant to this Section, the Contractor will submit an invoice to the City pursuant to Section 3.
c. The Contractor may terminate this agreement with 120 days written notice to
the City. This correspondence must be delivered to the Maintenance Superintendent.
9. LIQUIDATED DAMAGES; SUBSTANDARD AND NONPERFORMANCE
a. Contractor may be assessed penalties by City up to one hundred percent
(100%) of the monthly value of a site for nonperformance and up to sixty percent (60%) of the
monthly value of a site for substandard performance. Such penalties shall be assessed at the
discretion of the City. Contractor shall be notified of any penalties in accordance with the terms
of this Contract.
b. Contractor shall be notified of service failure by delivery of a "Performance
Deficiency Notification".
R:\HARRINGK~AGREEMNT~Vlinor Maintenance 2003 - Midori Gardens.doc
Said notice will serve as formal notification that Contractor has incurred a service
deficiency sufficiently material that a payment reduction or contract termination may result if
Contractor does not take satisfactory corrective action.
The Performance Deficiency Notification will contain the acceptable time period
for service correction (24 hours to 7 days). Upon re-inspection of the deficiency, the correction
will either be accepted or rejected by the City. If accepted, part or all of the penalties may be
waived, regardless of whether City has incurred loss as a result of said service failure.
Contractor will be notified of correction acceptance status by delivery of a
"Performance Deficiency Status Memorandum". Should correction not be accepted, a separate
additional Performance Deficiency Notification may be delivered to Contractor, thus incurring
another Performance Deficiency Notice and penalty.
c. If Contractor should neglect or refuse or fail for any reason to perform the
work, the City may institute the payment reduction and/or terminate the Contract for
nonperformance with ten (10) days written notice to Contractor.
d. In case of termination by the City for nonperformance, the City may contract
or cause to be done any work not completed at the time of the termination, and the Contractor
shall pay for such work.
10.
DEFAULT OF CONTRACTOR.
a. The Contractor's failure to comply with the provisions of this Agreement
shall constitute a default. In the event that Contractor is in default for cause under the terms of
this Agreement, the City shall have no obligation or duty to continue compensating Contractor
for any work performed after the date of default and can terminate this Agreement immediately
by written notice to the Contractor. If such failure by the Contractor to make progress in the
performance of work hereunder arises out of causes beyond the Contractor's control, and
without fault or negligence of the Contractor, it shall not be considered a default.
b. If the City Manager or his delegate determines that the Contractor is in
default in the performance of any of the terms or conditions of this Agreement, it shall serve the
Contractor with written notice of the default. The Contractor shall have (10) days after service
upon it of said notice in which to cure the default by rendering a satisfactory performance. In
the event that the Contractor fails to cure its default within such period of time, the City shall
have the right, notwithstanding any other provision of this Agreement, to terminate this
Agreement without further notice and without prejudice to any other remedy to which it may be
entitled at law, in equity or under this Agreement.
11. INDEMNIFICATION. The Contractor agrees to defend, indemnify, protect and
hold harmless the City, its officers, officials, employees and volunteers from and against any
and all claims, demands, losses, defense costs or expenses, or liability of any kind or nature
which the City, its officers, agents and employees may sustain or incur or which may be
imposed upon them for injury to or death of persons, or damage to property arising out of
Contractor's negligent or wrongful acts or omissions in performing or failing to perform under the
terms of this Agreement, excepting only liability arising out of the sole negligence of the City.
12. LIABILITY INSURANCE. Contractor shall procure and maintain for the duration
of the contract insurance against claims for injuries to persons or damages to property which
R:~HARRINGK~AGREEMNT~Minor Maintenance 2003 - Midori Gardens.doc
may arise from or in connection with the performance of the work hereunder by the Contractor,
its agents, representatives, or employees.
a. Minimum Scope of Insurance. Coverage shall be at least as broad as:
(1)
Insurance Services Office Commercial General Liability coverage
(occurrence form CG 0001).
(2)
Insurance Services Office form number CA 0001 (Ed. 1/87)
covering Automobile Liability, code 1 (any auto).
(3)
Worker's Compensation insurance as required by the State of
California and Employer's Liability Insurance.
Minimum Limits of Insurance. Contractor shall maintain limits no less
than:
(1)
General Liability: $2,000,000 per occurrence for bodily injury,
personal injury and property damage. If Commercial General
Liability Insurance or other form with a general aggregate limit is
used, either the general aggregate limit shall apply separately to
this project/location or the general aggregate limit shall be twice
the required occurrence limit.
(2)
Automobile Liability: $1,000,000 per accident for bodily injury and
property damage.
(3)
Employer's Liability: $1,000,000 per accident for bodily injury or
disease.
c. Acceptability of Insurers. Insurance is to be placed with insurers with a
current A.M. Best's rating of no less than A:VII, unless otherwise acceptable to the City.
d. Verification of Coveraqe. Contractor shall furnish the City with original
endorsements effecting coverage required by this clause. The endorsements are to be signed
by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to
be received and approved by the City before work commences.
e. Contractor, by executing this Agreement, hereby certifies:
"1 am aware of the provision of Section 3700 of the Labor Code which requires
every employer to be insured against liability for Workman's Compensation or undertake self-
insurance in accordance with the provisions of that Code, and I will comply with such provisions
before commencing the performance of the work of this Contract."
13. TIME OF THE ESSENCE. Time is of the essence in this Contract.
14. INDEPENDENT CONTRACTOR. Contractor is and shall at all times remain
as to the City a wholly independent contractor. The personnel performing the services under
this Agreement on behalf of Contractor shall at all times be under Contractor's exclusive
direction and control. Neither the City nor any of its officers, employees or agents shall have
control over the conduct of Contractor or any of Contractor's officers, employees or agents,
R:\HAP,~dNGK~AGREEMNTXMinor Maintenance 2003 - Midori Gardens.doc
except as set forth in this Agreement. Contractor shall not at any time or in any manner
represent that it or any of its officers, employees or agents are in any manner officers,
employees or agents of the City. Contractor shall not incur or have the power to incur any debt,
obligation or liability whatever against the City, or bind City in any manner.
a. No employee benefits shall be available to Contractor in connection with
the performance of this Agreement. Except for the fees paid to Contractor as provided in the
Agreement, the City shall not pay salaries, wages, or other compensation to Contractor for
performing services hereunder for City. City shall not be liable for compensation or
indemnification to Contractor for injury or sickness arising out of performing services hereunder.
15. LEGAL RESPONSIBILITIES. The Contractor shall keep itself informed of State
and Federal laws and regulations which in any manner affect those employed by it or in any way
affect the performance of its service pursuant to this Agreement. The Contractor shall at all
times observe and comply with all such laws and regulations. The City, and its officers and
employees, shall not be liable at law or in equity occasioned by failure of the Contractor to
comply with this section.
16. CONTRACTOR'S INDEPENDENT INVESTIGATION. No plea of ignorance of
conditions that exist or that may hereafter exist or of conditions of difficulties that may be
encountered in the execution of the work under this Contract, as a result of failure to make the
necessary independent examinations and investigations, and no plea of reliance on initial
investigations or reports prepared by the City for purposes of letting this Contract out to
proposal will be accepted as an excuse for any failure or omission on the part of the Contractor
to fulfill in every detail all requirements of this Contract. Nor will such reasons be accepted as a
basis for any claims whatsoever for extra compensation or for an extension of time.
17. CONTRACTOR'S AFFIDAVIT. After the completion of the Work contemplated
by this Contract, Contractor shall file with the City Manager his affidavit stating that all workmen
and persons employed, all firms supplying materials, and all subcontractors on the Work have
been paid in full, and that there are no claims outstanding against the project for either labor or
materials, except certain items, if any, to be set forth in an affidavit covering disputed claims or
items in connection with a Stop Notice which has been filed under the provisions of the laws of
the State of California.
18. PROHIBITED INTEREST. No member, officer, or employee of
the City of Temecula or of a local public body shall have any interest, direct or indirect, in the
contract of the proceeds thereof during his/her tenure or for one year thereafter. Furthermore,
the contractor covenants and agrees to their knowledge that no board member, officer or
employee of the City of Temecula has any interest, whether contractual, non-contractual,
financial or otherwise, in this transaction, or in the business of the contracting party other than
the City of Temecula, and that if any such interest comes to the knowledge of either party at any
time, a full and complete disclosure of all such information will be made, in writing, to the other
party or parties, even if such interest would not be considered a conflict of interest under Article
4 (commencing with Section 1090) or Article 4.6 (commencing with Section 1220) of Division 4
of Title I of the Government Code of the State of California.
19. BOOKS AND RECORDS. Contractor's books, records, and plans or such part
thereof as may be engaged in the performance of this Contract, shall at all reasonable times be
subject to inspection and audit by any authorized representative of the City.
20. UTILITY LOCATION. The City acknowledges its responsibilities with respect to
locating utility facilities pursuant to California Government Code Section 4215.
R:\HARRINGK\AGREEM NT~vlinor Maintenance 2003 - Midori Gardens.doc
21. REGIONAL NOTIFICATION CENTERS. Contractor agrees to contact the
appropriate regional notification center in accordance with Government Code Section 4215.
22. DISCRIMINATION. Contractor represents that it has not, and agrees that it will
not, discriminate in its employment practices on the basis of race, creed, religion, national origin,
color, sex, age, or handicap.
23. WRITTEN NOTICE. Any notices which either party may desire to give to the
other party under this Agreement must be in writing and may be given either by (i) personal
service, (ii) delivery by a reputable document delivery service, such as but not limited to,
Federal Express, that provides a receipt showing date and time of delivery, or (iii) mailing in the
United States Mail, certified mail, postage prepaid, return receipt requested, addressed to the
address of the party as set forth be[ow or at any other address as that party may later designate
by Notice:
To City: City of Temecula
43200 Business Park Drive
Temecula, California 92590
Attention: City Manager
To Contractor:
Midori Gardens, Inc.
3231 S. Main Street
Santa Ana, CA 92707
(714) 751-8792 (phone)
(714) 751-4167 (fax)
24. ASSIGNMENT. The Contractor shall not assign the performance of this
Agreement, nor any part thereof, nor any monies due hereunder, without prior written consent of
the City.
25. LICENSES. At all times during the term of this Agreement, Contractor
shall have in full force and effect, all licenses required of it by law for the performance of the
services described in this Agreement.
26. GOVERNING LAW. The City and Contractor understand and agree that the
laws of the State of California shall govern the rights, obligations, duties and liabilities of the
parties to this Agreement and also govern the interpretation of this Agreement. Any litigation
concerning this Agreement shall take place in the municipal, superior, or federal district court
with jurisdiction over the City of Temecula.
27. ENTIRE AGREEMENT. This Agreement contains the entire understanding
between the parties relating to the obligations of the parties described in this Agreement. All
prior or contemporaneous agreements, understandings, representations and statements, oral or
written, are merged into this Agreement and shall be of no further force or effect. Each party is
entering into this Agreement based solely upon the representations set forth herein and upon
each party's own independent investigation of any and all facts such party deems material.
28. AUTHORITY TO EXECUTE THIS AGREEMENT. The person or persons
executing this Agreement on behalf of Contractor warrants and represents that he or she has
the authority to execute this Agreement on behalf of the Contractor and has the authority to bind
Contractor to the performance of its obligations hereunder.
R:\HARRINGKXAGREEMNT~inor Maintenance 2003 - Midori Gardens.doc
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed the day and year first above written.
TEMECULA COMMUNITY SERVICES DISTRICT
BY:
Jeff Comerchere, President
Attest:
Susan W. Jones, CMC, City Clerk
Approved As to Form:
Peter M. Thorson, City Attorney
CONTRACTOR
Excel Landscape Inc.
By:
Name:
Title:
By:
Name:
Title:
(Two Signatures Required for Corporations)
R:\HARRINGK~AGREEMNT~Minor Maintenance 2003 - Midofi Gardens.doc
Site #
P-1
P-2
P-3
P-4
P-5
P-6
P-7
P-9
P-10
P-11
P-12
P-13
P-14
P-15
P-16
P-17
P-18
P-19
P-20
P-21
P-22
P-23
SS-1
FC-1
T-1
Exhibit A
Pricing Sheet for Landscape Maintenance
NEIGHBORHOOD PARKS SERVICE AREA
Site Name
Veterans Park
Sam Hicks Monument Park
Calle Aragon Park
Bahia Vista Park
Loma Linda Park
Rivedon Park
John Magee Park
Voorburg Park
Nicolas Road Park
Butterfield Stage Park
Temecula Duck Pond
Rotary Park
Nakayama Park
Winchester Creek Park
Long Canyon Creek Park
Vail Ranch Park
Stephen Michael Linen Jr. Memorial Park
Pablo Apis Park
Crowne Hill Park
Meadows Park
Crowne Hill Park A
Serena Hills Park
Via Eduardo Streetscape
Nada Lane
Santa Gertrudis Trail
Monthly Price
$ 1,464.89
1,578.92
130.26
130.26
1,184.19
1,973.65
394.73
98.68
1,184.19
1,184.19
2,763.11
236.83
98.68
1,578.92
1,234.19
6,078.58
789.46
789.46
1,421.02
1,973.65
1,973.65
1,282.87
125.62
100.00
230.00
TOTAL ~ 30~000.00
Annual Price
$ 17,578.68
18,947.04
1,563.12
1,563.12
14,210.28
23,683.80
4,736.76
1,184.16
14,210.28
14,210.28
33,157.32
2,841.96
1,184.16
18,947.04
14,810.28
72,942.96
9,473.52
9,473.52
17,052.24
23,683.80
23,683.80
15,394.44
1,507.44
1,200.00
2,760.00
$ 360~000.00
Authorized Signature
R:\HARRINGK~AGREEMNTXMinor Maintenance 2003 - Midori Gardens.doc
Pricing Sheet for Landscape Maintenance Services
New Landscape Maintenance Service Areas
Maintenance Service Area
Sports Park Service Area (includes ballfield prep.)
Neighborhood Park Service Area
Slope Service Area
Median Service Area
Community Facility Service Area
Trail Service Area
Ballfield Preparation (Single field/Mon.-Fri.
Includes trash removal).
Ballfield Preparation (Single field/Sat.&Sun.
Includes trash removal).
Price per Square Foot
Monthr¥ Annually
NO BID
.010 .12
.015 .18
NO BID
NO BID
.007 .084
NO BID
NO BID
sc. ft.
sc. ft.
sc. ft.
sc. fl.
sc. ft.
sc. ft.
per field
per field
Authorized Signature
R:\HARRINGK~AGREEMNTWiinor Maintenance 2003 - Midori Gardens.doc
Landscape Maintenance Extra Work
Price Sheet
Turf Maintenance (All turf areas)
1. Mowing (Including bagging of clippings)
2. Edging
3. String Trimming
4. Aerification (Core/3")
5. Aerification (Deep Tine/6")
6. Weed Removal (Manual)
7. Pest Control (Manual)
8. Fertilization (Placement only)
9. Materials (Fertilizer, Soil Amends)
Unit Cost
$ .022
.005
.005
.005
.007
19.00
30.00
.0006
2O%
sq. ft.
linear ft.
linear ft.
sq. ft.
sq. ft.
per man hr.
per man hr.
sq. ft.
mark-up
II.
General Landscape Maintenance (Planters and Slope areas)
1. Edging (Ground Cover)
2. Trimming (Shrubs, Ground Cover)
3. Pruning/Shrubs, Vines, Roses
4. Pruning/Trees (To 18')
5. Weed Removal (Manual)
6. Pest Control (Manual)
7. Fertilization (Placement only)
8. Vegetation Removal
9. Materials (Fertilizer, Soil Amends)
$ .005
.015
.03
50.00
19.00
30.00
.0006
.03
2O%
linear ft.
sq. ft.
sq. ff.
each
per man hr.
per man hr.
sq. ft.
sq. ft.
mark-up
III.
Plant Material (Installed, all areas)
1. Annual Color (4" Container)
2. Ground Cover
3. One (1) Gallon
4. Five (5) Gallon
5. Fifteen (15) Gallon
6. 24" Box Tree
7. Seeded Turf
8. Sodded Turf
9. Hydroseed
10. Soil Preparation (Existing area)
11. Soil Preparation (New area)
12. Wood Mulch
$ 1.56
16.00
6.00
16.00
65.00
250.00
.30
1.00
.60
.30
.40
50.00
each
fiat
each
each
each
each
sq.
sq. fi.
sq.
sq. ft.
sq. ff.
cu. yd. (applied)
Iv.
IrriRation System Maintenance
1. Inspection
2. Repair(Mainline, Lateralline, Sprinklers)
3. Parts
$ 25.00
25.00
20%
per hr.
per hr.
mark-up
General Pest Control
1. Written Recommendation by PCA
2. Qualified Applicator (QAC)
3, Trained Applicator
4. Material
$ 60.00
35.00
25.00
2O%
each
per hr.
per hr.
mark-up
R:~HARRiNGK~AGREEMNT~Iinor Maintenance 2003 - Midori Gardens.doc
CITY OF TEMECULA
TEMECULA COMMUNITY SERVICES DISTRICT
CONTRACT AGREEMENT
FOR
MAINTENANCE SERVICES
THIS MAINTENANCE CONTRACT, made and entered into as of November
2003, by and between the Temecula Community Services District ("City"), and Exce}
Landscape Inc. ("Contractor"). In consideration of the mutual covenants and conditions set
forth herein, the parties agree as follows:
1. TERM. This Agreement shall commence on January 1, 2004 and shall remain
and continue in effect until December 31, 2006 unless sooner terminated pursuant to the
provisions of this Agreement. The City reserves the right to extend this agreement for an
additional twenty four (24) months within sixty (60) days prior to its expiration.
2. SCOPE OF WORK. Contractor shall perform all of the work described in Exhibit
A and as described in the City's Request for Proposal Landscape Maintenance Services, dated
March 11, 2003 ("Work") and shall provide and furnish all the labor, materials, necessary tools,
expendable equipment, and all utility and transportation services required for the Work. All of
said Work to be performed and materials to be furnished for the Work shall be in strict
accordance with the specifications set forth in the City's Request for Proposal Landscape
Maintenance Services, dated March 11, 2003.
3. PAYMENT. The City agrees to pay Contractor monthly, in accordance with the
payment rates and schedules and terms as set forth in Exhibit A, attached hereto and
incorporated herein by this reference as though set forth in full, based upon actual time spent
on the above tasks. This amount shall not exceed Four Hundred Eighty Thousand Three
Hundred Fifty and 00/100 dollars ($ 480,350.00 ) annually. All Subsequent years of this
three (3) year agreement shall be adjusted upon approval by City staff of the Consumer Price
Index (CPI) of Riverside County on January 1st of each year for the term of the Agreement
unless additional payment or change order is approved as provided in this Agreement.
a. Contractor shall submit invoices monthly for actual services performed
detailing the work performed in a form acceptable to the Director of Finance. Invoices shall be
submitted on or about the first business day of each month, for services provided in the previous
month. Payment shall be made within thirty (30) days of receipt of each invoice as to all non-
disputed fees. If the City disputes any of contractor's fees it shall give written notice to
Contractor within 30 days of receipt of invoice of any disputed fees set forth on the invoice.
b. The City Manager may approve additional payment not to exceed the 15%
contingency. Also, the City Manager may approve change orders up to the 15% contingency
amount.
4. PERFORMANCE. Contractor shall at all times faithfully, competently and to the
best of his or her ability, experience, and talent, perform all tasks described herein. Contractor
shall employ, at a minimum, generally accepted standards and practices utilized by persons
engaged in providing similar services as are required of Contractor hereunder in meeting its
obligations under this Agreement.
R:\HARRINGK~AGREEMNTh'vlinor Maintenance 2003 - Excel Landscape.doc
5. CITY APPROVAL. All labor, materials, tools, equipment, and services shall be
furnished and work performed and completed subject to the approval of the City or its
authorized representatives.
6. WAIVER OF CLAIMS. On or before making final request for payment under
Paragraph 3., above, Contractor shall submit to City, in writing, all claims for compensation
under or arising out of this contract; the acceptance by Contractor of the final payment shall
constitute a waiver of all claims against the City under or arising out of this Contract except
those previously made in writing and request for payment. Contractor shall be required to
execute an affidavit, release and indemnify agreement with each claim for payment.
7. PREVAILING WAGES. Pursuant to the provisions of Section 1773 of the Labor
Code of the State of California, the City has obtained the general prevailing rate of per diem
wages and the general rate for holiday and overtime work in this locality for each craft,
classification, or type of workman needed to execute this Contractor from the Director of the
Department of Industrial Relations. Contractor shall post a copy of such wage rates at the job
site and shall pay the adopted prevailing wage rates as a minimum. Contractor shall comply
with the previsions of Sections 1773.8, 1775, 1776, 1777.5, 1777.6, and 1813 of the Labor
Code. Pursuant to the provisions of 1775 of the Labor Code, Contractor shall forfeit to the City,
as a penalty, the sum of $25.00 for each calendar day, or portion thereof, for each laborer,
worker, or mechanic employed, paid less than the stipulated prevailing rates for any work done
under this contract, by him or by any subcontractor under him, in violation of the provisions of
the Contract.
8. SUSPENSION OR TERMINATION OF AGREEMENT WITHOUT CAUSE.
a. The City may at any time, for any reason, with or without cause, suspend
or terminate this Agreement, or any portion hereof, by serving upon the Contractor at least ten
(10) days prior written notice. Upon receipt of said notice, the Contractor shall immediately
cease all work under this Agreement, unless the notice provides otherwise. If the City suspends
or terminates a portion of this Agreement such suspension or termination shall not make void or
invalidate the remainder of this Agreement.
b. In the event this Agreement is terminated pursuant to this Section, the
City shall pay to Contractor the actual value of the work performed up to the time of termination,
provided that the work performed is of value to the City. Upon termination of the Agreement
pursuant to this Section, the Contractor will submit an invoice to the City pursuant to Section 3.
c. The Contractor may terminate this agreement with 120 days written notice to
the City. This correspondence must be delivered to the Maintenance Superintendent.
9. LIQUIDATED DAMAGES; SUBSTANDARD AND NONPERFORMANCE
a. Contractor may be assessed penalties by City up to one hundred percent
(100%) of the monthly value of a site for nonperformance and up to sixty percent (60%) of the
monthly value of a site for substandard performance. Such penalties shall be assessed at the
discretion of the City. Contractor shall be notified of any penalties in accordance with the terms
of this Contract.
b. Contractor shall be notified of service failure by delivery of a "Performance
Deficiency Notification".
R:\HARRINGKXAGREEMNTXMinor Maintenance 2003 - Excel Landscape.doc
Said notice will serve as formal notification that Contractor has incurred a service
deficiency sufficiently material that a payment reduction or contract termination may result if
Contractor does not take satisfactory corrective action.
The Performance Deficiency Notification will contain the acceptable time period
for service correction (24 hours to 7 days). Upon re-inspection of the deficiency, the correction
will either be accepted or rejected by the City. If accepted, part or all of the penalties may be
waived, regardless of whether City has incurred loss as a result of said service failure.
Contractor will be notified of correction acceptance status by delivery of a
"Performance Deficiency Status Memorandum". Should correction not be accepted, a separate
additional Performance Deficiency Notification may be delivered to Contractor, thus incurring
another Performance Deficiency Notice and penalty.
c. If Contractor should neglect or refuse or fail for any reason to perform the
work, the City may institute the payment reduction and/or terminate the Contract for
nonperformance with ten (10) days written notice to Contractor.
d. In case of termination by the City for nonperformance, the City may contract
or cause to be done any work not completed at the time of the termination, and the Contractor
shall pay for such work.
10,
DEFAULT OF CONTRACTOR.
a. The Contractor's failure to comply with the provisions of this Agreement
shall constitute a default, in the event that Contractor is in default for cause under the terms of
this Agreement, the City shall have no obligation or duty to continue compensating Contractor
for any work performed after the date of default and can terminate this Agreement immediately
by written notice to the Contractor. If such failure by the Contractor to make progress in the
performance of work hereunder arises out of causes beyond the Contractor's control, and
without fault or negligence of the Contractor, it shall not be considered a default.
b. If the City Manager or his delegate determines that the Contractor is in
default in the performance of any of the terms or conditions of this Agreement, it shall serve the
Contractor with written notice of the default. The Contractor shall have (10) days after service
upon it of said notice in which to cure the default by rendering a satisfactory performance, in
the event that the Contractor fails to cure its default within such period of time, the City shall
have the right, notwithstanding any other provision of this Agreement, to terminate this
Agreement without further notice and without prejudice to any other remedy to which it may be
entitled at law, in equity or under this Agreement.
11. INDEMNIFICATION. The Contractor agrees to defend, indemnify, protect and
hold harmless the City, its officers, officials, employees and volunteers from and against any
and all claims, demands, losses, defense costs or expenses, or liability of any kind or nature
which the City, its officers, agents and employees may sustain or incur or which may be
imposed upon them for injury to or death of persons, or damage to property arising out of
Contractor's negligent or wrongful acts or omissions in performing or failing to perform under the
terms of this Agreement, excepting only liability arising out of the sole negligence of the City.
12. LIABILITY INSURANCE. Contractor shall procure and maintain for the duration
of the contract insurance against claims for injuries to persons or damages to property which
R:\HARRINGK~AGREEMNT~Minor Maintenance 2003 - Excel kandscape.doc
may arise from or in connection with the performance of the work hereunder by the Contractor,
its agents, representatives, or employees.
a. Minimum Scope of Insurance. Coverage shall be at least as broad as:
(1)
Insurance Services Office Commercial General Liability coverage
(occurrence form CG 0001).
(2)
Insurance Services Office form number CA 0001 (Ed. 1/87)
covering Automobile Liability, code 1 (any auto).
(3)
Worker's Compensation insurance as required by the State of
California and Employer's Liability Insurance.
Minimum Limits of Insurance. Contractor shall maintain limits no less
than:
(1)
General Liability: $2,000,000 per occurrence for bodily injury,
personal injury and property damage. If Commercial General
Liability Insurance or other form with a general aggregate limit is
used, either the general aggregate limit shall apply separately to
this projectJlocation or the general aggregate limit shall be twice
the required occurrence limit.
(2)
Automobile Liability: $1,000,000 per accident for bodily injury and
property damage.
(3)
Employer's Liability: $1,000,000 per accident for bodily injury or
disease.
c. Acceptability of Insurers. Insurance is to be placed with insurers with a
current A.M. Best's rating of no less than A:VII, unless otherwise acceptable to the City.
d. Verification of Coverage. Contractor shall furnish the City with original
endorsements effecting coverage required by this clause. The endorsements are to be signed
by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to
be received and approved by the City before work commences.
e. Contractor, by executing this Agreement, hereby certifies:
"1 am aware of the provision of Section 3700 of the Labor Code which requires
every employer to be insured against liability for Workman's Compensation or undertake self-
insurance in accordance with the provisions of that Code, and I wilt comply with such provisions
before commencing the performance of the work of this Contract."
'13. TIME OF THE ESSENCE. Time is of the essence in this Contract.
14. INDEPENDENT CONTRACTOR. Contractor is and shall at all times remain
as to the City a wholly independent contractor. The personnel performing the services under
this Agreement on behalf of Contractor shall at all times be under Contractor's exclusive
direction and control. Neither the City nor any of its officers, employees or agents shall have
control over the conduct of Contractor or any of Contractor's officers, employees or agents,
R:\HARRINGK~AGREEMNT~Minor Maintenance 2003 - Excel Landscape.doc
except as set forth in this Agreement. Contractor shall not at any time or in any manner
represent that it or any of its officers, employees or agents are in any manner officers,
employees or agents of the City. Contractor shall not incur or have the power to incur any debt,
obligation or liability whatever against the City, or bind City in any manner.
a. No employee benefits shall be available to Contractor in connection with
the performance of this Agreement. Except for the fees paid to Contractor as provided in the
Agreement, the City shall not pay salaries, wages, or other compensation to Contractor for
performing services hereunder for City. City shall not be liable for compensation or
indemnification to Contractor for injury or sickness arising out of performing services hereunder.
15. LEGAL RESPONSIBILITIES. The Contractor shall keep itself informed of State
and Federal laws and regulations which in any manner affect those employed by it or in any way
affect the performance of its service pursuant to this Agreement. The Contractor shall at all
times observe and comply with all such laws and regulations. The City, and its officers and
employees, shall not be liable at law or in equity occasioned by failure of the Contractor to
comply with this section.
16. CONTRACTOR'S INDEPENDENT INVESTIGATION. No plea of ignorance of
conditions that exist or that may hereafter exist or of conditions of difficulties that may be
encountered in the execution of the work under this Contract, as a result of failure to make the
necessary independent examinations and investigations, and no plea of reliance on initial
investigations or reports prepared by the City for purposes of letting this Contract out to
proposal will be accepted as an excuse for any failure or omission on the part of the Contractor
to fulfill in every detail all requirements of this Contract. Nor will such reasons be accepted as a
basis for any claims whatsoever for extra compensation or for an extension of time.
17. CONTRACTOR'S AFFIDAVIT. After the completion of the Work contemplated
by this Contract, Contractor shall file with the City Manager his affidavit stating that all workmen
and persons employed, all firms supplying materials, and all subcontractors on the Work have
been paid in full, and that there are no claims outstanding against the project for either labor or
materials, except certain items, if any, to be set forth in an affidavit covering disputed claims or
items in connection with a Stop Notice which has been filed under the provisions of the laws of
the State of California.
18. PROHIBITED INTEREST. No member, officer, or employee of
the City of Temecula or of a local public body shall have any interest, direct or indirect, in the
contract of the proceeds thereof during his/her tenure or for one year thereafter. Furthermore,
the contractor covenants and agrees to their knowledge that no board member, officer or
employee of the City of Temecula has any interest, whether contractual, non-contractual,
financial or otherwise, in this transaction, or in the business of the contracting party other than
the City of Temecula, and that if any such interest comes to the knowledge of either party at any
time, a full and complete disclosure of all such information will be made, in writing, to the other
party or parties, even if such interest would not be considered a conflict of interest under Article
4 (commencing with Section 1090) or Article 4.6 (commencing with Section 1220) of Division 4
of Title I of the Government Code of the State of California.
19. BOOKS AND RECORDS. Contractor's books, records, and plans or such part
thereof as may be engaged in the performance of this Contract, shall at all reasonable times be
subject to inspection and audit by any authorized representative of the City.
20. UTILITY LOCATION. The City acknowledges its responsibilities with respect to
locating utility facilities pursuant to California Government Code Section 4215.
R:\HARRINGK~AGP~EEMN'I~Minor Maintenance 2003 - Excel Landscape.doc
21. REGIONAL NOTIFICATION CENTERS. Contractor agrees to contact the
appropriate regional notification center in accordance with Government Code Section 4215.
22. DISCRIMINATION. Contractor represents that it has not, and agrees that it will
not, discriminate in its employment practices on the basis of race, creed, religion, national origin,
color, sex, age, or handicap.
23. WRITFEN NOTICE. Any notices which either party may desire to give to the
other party under this Agreement must be in writing and may be given either by (i) personal
service, (ii) delivery by a reputable document delivery service, such as but not limited to,
Federal Express, that provides a receipt showing date and time of delivery, or (iii) mailing in the
United States Mail, certified mail, postage prepaid, return receipt requested, addressed to the
address of the party as set forth below or at any other address as that party may later designate
by Notice:
To City: City of Temecula
43200 Business Park Drive
Temecula, California 92590
Attention: City Manager
To Contractor:
Excel Landscape Inc.
710 Rimpau Ave
Corona, CA 92879
(909) 735-9650 (phone)
(909) 735-0469 (fax)
24. ASSIGNMENT. The Contractor shall not assign the performance of this
Agreement, nor any part thereof, nor any monies due hereunder, without prior written consent of
the City.
25. LICENSES. At all times during the term of this Agreement, Contractor
shall have in full force and effect, all licenses required of it by law for the performance of the
services described in this Agreement.
26. GOVERNING LAW. The City and Contractor understand and agree that the
laws of the State of California shall govern the rights, obligations, duties and liabilities of the
parties to this Agreement and also govern the interpretation of this Agreement. Any litigation
concerning this Agreement shall take place in the municipal, superior, or federal district court
with jurisdiction over the City of Temecula.
27. ENTIRE AGREEMENT. This Agreement contains the entire understanding
between the parties relating to the obligations of the parties described in this Agreement. All
prior or contemporaneous agreements, understandings, representations and statements, oral or
written, are merged into this Agreement and shall be of no further force or effect. Each party is
entering into this Agreement based solely upon the representations set forth herein and upon
each party's own independent investigation of any and all facts such party deems material.
28. AUTHORITY TO EXECUTE THIS AGREEMENT. The person or persons
executing this Agreement on behalf of Contractor warrants and represents that he or she has
the authority to execute this Agreement on behalf of the Contractor and has the authority to bind
Contractor to the performance of its obligations hereunder.
R:\HARRINGKXAGREEMNTXMinor Maintenance 2003 - Excel Landscape,doc
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed the day and year first above written.
TEMECULA COMMUNITY SERVICES DISTRICT
BY:
Jeff Comerchero, President
Attest:
Susan W. Jones, CMC, City Clerk
Approved As to Form:
Peter M. Thorson, City Attorney
CONTRACTOR
Excel Landscape Inc.
By:
Name:
Title:
By:
Name:
Title:
(Two Signatures Required for Corporations)
R:~HARRINGK~AGREEMNTxMinor Maintenance 2003 - Excel Landscape.doc
Exhibit A
Pricing Sheet for Landscape Maintenance
MEDIANS SERVICE AREA
Site #
M-01
M -02
M-03
M-04
M-05
M-06
M-07
M-08
M-09
FW-1
Site Name
Rancho California Road Medians
Ynez Road Medians
Butterfield Stage Road Medians
Margarita Road Medians (North)
Margarita Road Medians (South)
Winchester Road at Jefferson Median
Pechanga Parkway Medians
Meadows Parkway Medians (North)
Paseo Del Sol Medians
Interstate 15
TOTAL
Monthly Price
614.00
664.00
147.00
688.00
147.00
147.00
147.00
688.00
688.00
3,682.00
$ 7,612.00
Annual Price
7,368.00
7,968.00
1,764.00
8,256.00
1,764.00
1,764.00
1,764.00
8,256.00
8,256.00
44,184.00
$ 91T344.00
Authorized Signature
R:\HAKRINGK~AGKEEMNTXMinor Maintenance 2003 - Excel Landscape.doc
Exhibit A
Pricing Sheet for Landscape Maintenance
COMMUNITY FACILITIES SERVICE AREA
Site #
F-1
F-2
F-3
F-4
F-5
F-6
F-10
F-20
Site Name
Community Recreation Center
Mary Phillips Senior Center
City Hall/Maintenance Facility
Temecula Community Center
Fire Station #84
Old Town Temecula
Temecula Children's Museum
Fire Station #92
TOTAL
Monthly Price
1,730.00
571.00
1,400.00
365.00
561.00
1,581.00
300.00
178.00
$ 6,686.00
Annual Price
20,760.00
6,852.00
16,800.00
4,380.00
6,732.00
18,972.00
3,600.00
2,136.00
$ 80,232.00
Authorized Signature
R:~HARRINGK~AGREEMNT~vIinor Maintenance 2003 - Excel Landscape.doc
Exhibit A
Pricing Sheet for Landscape Maintenance
SLOPE SERVICE AREA
(SOUTH)
Site # Site Name
S-3 Rancho Highlands
S-8 The Villages A and B
S-12 Vintage Hills
S-13 Presley (Viranda, Country
Glen, Bridlevale)
S-16 Tradewinds
S-20 Crowne Hill
S-21 Vail Ranch
Monthly Price
1,450.00
6,476.00
4,242.00
1,317.00
845.00
1,338.00
10,063.00
Annual Price
17,400.00
77,712.00
50,904.00
15,804.00
10,140.00
16,056.00
120,756.00
TOTAL
~ 25~731.00
$ 308~772.00
Authorized Signature
R:\HARRINGK~AGREEMNThMinor Maintenance 2003 - Excel Landscape,doc
Pricing Sheet for Landscape Maintenance Services
New Landscape Maintenance Service Areas
Maintenance Service Area
Sports Park Service Area (includes ballfield prep.)
Neighborhood Park Service Area
Slope Service Area
Median Service Area
Community Facility Service Area
Trail Service Area
Ballfield Preparation (Single field/Mon.-Fri.
Includes trash removal).
Ballfield Preparation (Single field/Sat.&Sun. *928.80
Includes trash removal).
* Up to three (3) fields for same amount.
Price per Square Foot
Monthly Annually
.0119 .1428
.01 .12
.008 .096
.015 .18
.015 .18
.004 .048
967.50 11,610.00
11,145.60
sq. ft.
sq. ft.
sq. ft.
sq. ft.
sq. ft.
sq. ft.
per field
per field
Authorized Signature
R:\HARRINGK~AGREEMNT~Minor Maintenance 2003 - Excel Landscape.doc
Landscape Maintenance Extra Work
Price Sheet
Turf Maintenance (All turf areas)
1. Mowing (including bagging of clippings)
2. Edging
3. String Trimming
4. Aerification (Core/3")
5. Aerification (Deep Tine/6")
6. Weed Removal (Manual)
7. Pest Control (Manual)
8. Fertilization (Placement only)
9. Materials (Fertilizer, Soil Amends)
Unit Cost
$ .002
.05
.10
.002
N/A
20.00
35.00
.001
2O%
sq. fi.
linear ft.
linear ft.
sq. ft.
sq. ft.
per man hr.
per man hr.
sq. ft.
mark-up
II.
General Landscape Maintenance (Planters and Slope areas)
1. Edging (Ground Cover)
2. Trimming (Shrubs, Ground Cover)
3. Pruning/Shrubs, Vines, Roses
4. Pruning/Trees (To 18')
5. Weed Removal (Manual)
6. Pest Contrel (Manual)
7. Fertilization (Placement only)
8. Vegetation Removal
9. Materials (Fertilizer, Soil Amends)
$ A5
.02
.04
40.00
20.00
35.00
.002
.02
2O%
linear ft.
sq. ft.
sq. ft.
each
per man hr.
per man hr.
sq. ft.
sq. ft.
mark-up
III.
Plant Material (installed, all areas)
1. Annual Color (4" Container)
2. Ground Cover
3. One (1) Gallon
4. Five (5) Gallon
5. Fifteen (15) Gallon.
6. 24" Box Tree
7. Seeded Turf
8. Sodded Turf
9. Hydreseed
10. Soil Preparation (Existing area)
11. Soil Preparation (New area)
12. Wood Mulch
1.50
20.00
6.00
18.00
75.00
200.00
.15
.85
.10
.20
.15
35.00
each
fiat
each
each
each
each
sq. ft.
sq. ft.
sq. fl.
sq. ~.
sq. ft.
cu. yd.
IV.
Irriflation System Maintenance
1. Inspection
2. Repair (Main line, Lateral line, Sprinklers)
3. Parts
$ 40.00
35.00
20%
per hr.
per hr.
mark-up
General Pest Control
1. Written Recommendation by PCA
2. Qualified Applicator (QAC)
3. Trained Applicator
4. Material
$ 200.00
45.00
35.00
2O%
each
per hr.
per hr.
mark-up
R:\HARRINGK~AGREEMNT~Minor Maintenance 2003 - Excel Landscape.doc
ITEM 4
APPROVAL
CITY ATTORNEY
DIR.OF FINANCE
CITY MANAGER
TO:
FROM:
DATE:
SUBJECT:
CITY OF TEMECULA
AGENDA REPORT
City Manager/City Council
Peter Thorson, City Attorney
November 25, 2003
Redhawk Annexation - Approval of TCSD Rates and Charges for Service Level B
(Residential Street Lighting); Approval of Special Tax Ordinance for Maintenance
and Servicing of Public Parks and Recreational Facilities, Recreational and
Community Services Programs, Median Landscaping, Arterial Street Lights and
Traffic Signals; Ballot Questions and Calling Election for Two Thirds Voter Approval
of the Taxes, Rates and Charges
RECOMMENDATION: That the City Council
1. Hold the joint public hearing before the City Council and Temecula Community Services
Distdct concerning the proposed rates and charges and special tax for the Redhawk Annexation
Area.
2. That the Temecula Community Services District approve a resolution entitled:
RESOLUTION NO. CSD 03-
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA COMMUNITY SERVICES DISTRICT ADOPTING
SERVICE LEVEL B (RESIDENTIAL STREET LIGHTS) RATES
AND CHARGES WITHIN THE REDHAWK ANNEXATION AREA TO
BE ANNEXED TO THE TEMECULA COMMUNITY SERVICES
DISTRICT AS PART OF THE REORGANIZATION DESIGNATED
BY THE RIVERSIDE COUNTY LOCAL AGENCY FORMATION
COMMISSION AS LAFCO 2003-26-3 SUBJECT TO TWO-THIRDS
VOTER APPROVAL OF VOTERS WITHIN THE REDHAWK
ANNEXATION AREA
The City Council approve the following Ordinance and Resolutions:
(a) Read by title only and introduce an ordinance entitled:
R:/Agenda Reports/Redhawk Annex Approval Rates & Chaq~es 11 25 1
ORDINANCE NO. 03-
AN ORDINANCE OF THE CITY OF TEMECULA, CALIFORNIA,
LEVYING A SPECIAL TAX TO FINANCE THE OPERATION,
MAINTENANCE AND SERVICING OF PUBLIC PARKS AND
RECREATIONAL FACILITIES, RECREATIONAL AND
COMMUNITY SERVICES PROGRAMS, MEDIAN LANDSCAPING,
ARTERIAL STREET LIGHTS AND TRAFFIC SIGNALS WITHIN
THE REDHAWK ANNEXATION AREA TO BE ANNEXED TO THE
CITY OF TEMECULA AS PART OF THE REORGANIZATION
DESIGNATED BY THE RIVERSIDE COUNTY LOCAL AGENCY
FORMATION COMMISSION AS LAFCO 2003-26-03 SUBJECT TO
A TWO-THIRDS VOTER APPROVAL OF VOTERS WITHIN THE
REDHAWK ANNEXATION AREA
(b) Adopt a resolution entitled:
RESOLUTION NO. 03-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA, REQUESTING THE SERVICES OF THE COUNTY
REGISTRAR OF VOTERS TO CONDUCT A SPECIAL MUNCIPAL
ELECTION TO BE HELD ON TUESDAY, MARCH 2, 2004
c) Adopt a resolution entitled:
RESOLUTION NO. 03-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA CALLING AND GIVING NOTICE OF THE HOLDING
OF A SPECIAL MUNICIPAL ELECTION TO BE HELD ON
TUESDAY, MARCH 2, 2004, FOR THE PLACEMENT OF A
SPECIAL MEASURE
(d) Adopt a resolution entitled:
RESOLUTION NO. 03-
A RESOLUTION OF THE CITY COUNCIL OF THE CI'FY OF
TEMECULA ORDERING, CALLING AND GIVING NOTICE OF AN
ADVISORY ELECTION AND A SPECIAL ELECTION TO BE HELD
WITHIN THE TERRITORY TO BE ANNEXED TO THE CITY OF
TEMECULA AND THE TEMECULA COMMUNITY SERVICES
DISTRICT AS PART OF THE REORGANIZATION DESIGNATED
AS LAFCO NO. 2003-26-3 (REDHAWK) ON TUESDAY, MARCH 2,
2004, FOR SUBMISSION TO THE VOTERS OF MEASURES
RELATING TO THE ANNEXATION OF SUCH TERRITORY, THE
LEVY OF A SPECIAL TAX WITHIN SUCH TERRITORY, AND THE
ADOPTION OF RATES AND CHARGES WITHIN SUCH
TERRITORY; AND REQUESTING THAT THE BOARD OF
SUPERVISORS OF THE COUNTY OF RIVERSIDE CONSOLIDATE
SUCH ADVISORY ELECTION AND SPECIAL ELECTION WITH
R:/Agenda Reports/Redhawk Annex Approval Rates & Charges 11 25 2
e)
THE CONSOLIDATED PRIMARY ELECTION OF THE COUNTY TO
BE HELD ON THAT DATE
Adopt a resolution entitled:
RESOLUTION NO. 03-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA, CALIFORNIA, PROVIDING FOR THE FILING OF
REBUTTAL ARGUMENTS AND CITY ATTORNEY'S IMPARTIAL
ANALYSIS FOR CITY MEASURES SUBMITTED AT MUNICIPAL
ELECTIONS
BACKGROUND: On November 20, 2003 the Riverside County Local Agency Formation
Commission approved its Resolution No. 2003- approving the annexation of the Redhawk
area to the City of Temecula and the Temecula Community Services District. (LAFCO 2003-26-3, a
reorganization to include annexation of Redhawk to the City of Temecula and the Temecula
Community Services Distdct and concurrent detachment from County Service Areas 143 and 152
and the Riverside County Waste Resources Management District ("Redhawk Annexation"). The
Redhawk Annexation specifies the area to be annexed to the City of Temecula and the Temecula
Community Services District, which area includes the Redhawk Specific Plan Area and a portion of
the Vail Ranch Specific Plan Area ("Redhawk Annexation Area"). The LAFCO Staff Report
describing the Redhawk Annexation is attached as Attachment No. 1.
LAFCO approved the Redhawk Annexation subject to the two-thirds (2/3) voter approval by
voters voting in the Redhawk Annexation Area, as required by Proposition 218 (Article XIII C and
XIII D of the California Constitution, of: (1) a special City parcel tax against parcels within that
territory for the maintenance, operation and servicing of public parks, recreational facilities,
recreational and community services programs, median landscaping, arterial street lights and traffic
signals, and (2) the TCSD rates and charges on parcels within Redhawk Annexation Area for street
lighting provided by the TCSD to those parcels.
In order to hold the election on the City Special Tax and the TCSD Rates and Charges at the
March 2, 2004 election, the Council will need to approve various resolutions calling for the election
and establishing the necessary ballot questions. The proposed ballot questions are:
ADVISORY VOTE ONLY PURSUANT TO ELECTIONS CODE 9603
ANNEXATION Of REDHAWK TO CITY OF TEMECULA (MAJORITY
VOTE): Shall the annexation of the Redhawk Annexation Area to the City
of Temecula and the Temecula Community Services District, along with the
concurrent detachment from County Service Areas 143 and 152 and the
Riverside County Waste Resources District, pursuant to Riverside County
LAFCO Application No. 2003-26-3 be approved?
Yes
No
R:/Agenda Reports/Redhawk Annex Approval Rates & Charges 11 25 3
ANNEXATION OF REDHAWK (TWO-THIRDS VOTER APPROVAL
REQUIRED): Shall Ordinance No. __ of the City of Temecula be adopted
replacing the existing County Service Area No. 143 and 152 tax levied
against parcels within the Redhawk Annexation Area with the City's special
tax which shall only be used for parks, recreational facilities, recreational
and community services programs, median landscaping, arterial street
lights and traffic signals as part of the annexation of the Redhawk
Annexation Area to the City of Temecula?
Yes
ANNEXATION OF REDHAWK (TWO-THIRDS VOTER APPROVAL
REQUIRED): Shall Resolution No. __ of the Board of Directors of the
Temecula Community Services District be adopted replacing existing
County Service Area No. 143 and 152 assessments and charges levied
against parcels within the Redhawk Annexation Area with rates and
charges which shall only be used for residential street lighting as part of the
annexation of the Redhawk Annexation Area to the Temecula Community
Services District?
Yes
The proposed City Special Tax was approved by a two-thirds vote of the voters in Temecula in
1996. It will be extended into the Redhawk Annexation Area on the same rates and terms as
applicable in other areas of the City. The maximum amount of the Special Tax for each fiscal year
shall be $74.44 per single-family residential dwelling unit, $55.83 per multi-family residential dwelling
unit, $148.88 per acre of vacant property in a residential zone, $297.76 per acre of vacant property
in a non-residential zone, $446.64 per acre of non-residential improved property, and $37.22 per
acre for agricultural uses. Currently the rates are substantially lower than the voter authorized
maximum: $63.44 per single-family residential dwelling unit, $47.58 per multi-family residential
dwelling unit, $126.88 per acre of vacant property in a residential zone, $253.76 per acre of vacant
property in a non-residential zone, $380.64 per acre of non-residential improved property, and
$31.72 per acre for agricultural uses.
The proposed Rate and Charge for the Redhawk Annexation Area is $ 25.68 for Service Level
B, Residential Street Lights. This Rate and Charge does not exceed the reasonable cost of the
service to be provided for Redhawk during fiscal year 2005-6. The report on the calculation of
this Rate and Charge is attached as Attachment No. 2.
The Rates and Charges for 2005-6 can be lowered but not increased. Additional noticed public
hearings are required by law in January 2004 and June 2005. Staff will evaluate the costs of
providing the services at that time and, if necessary, adjust the Rates and Charges in order to make
sure that the Rates and Charges will not exceed the reasonable cost of the services to be provided
for Redhawk dudn9 fiscal year 2005-6.
FISCAL IMPACT: The fiscal impact associated with the annexation is fully addressed in the
fiscal impact analysis conducted by the City, which analysis was previously presented to the City
Council and is set forth on Attachment No. 3.
ENVIRONMENTAL REVIEW: Pursuant to the Califomia Environmental Quality Act (CEQA),
the levy and collection of these rates and charges is exempt from CEQA pursuant to Public
Resources Code Section 21080(b)(8) and Section 15273 of the State CEQA Guidelines because
the rates and charges are necessary to maintain existing improvements within the TCSD.
Additionally, both the City Council and the Riverside County Local Agency Formation Commission
have duly considered the environmental impacts of the proposed Redhawk Annexation and each
R:/Agenda Reports/Redhawk Annex Approval Rates & Charges 11 25 4
have adopted a Negative Declaration indicating that all adverse environmental impacts from the
Redhawk Annexation have been mitigated.
ATTACHMENTS:
Attachment 1:
Attachment 2:
Attachment 3:
Attachment 4:
Attachment 5:
Attachment 6:
Attachment 7:
Attachment 8:
Attachment 9:
Riverside County LAFCO Staff Report on Redhawk Annexation
TCSD Report Establishing the Rates and Charges for Service Level B for the
Redhawk Annexation Area for Fiscal Year 2005-6.
Fiscal Impact Analysis for the Redhawk Annexation prepared by the City of
Temecula.
TCSD Resolution approving Rates and Charges for Redhawk Annexation Area
Council Ordinance approving the Special Tax for the Redhawk Annexation Area
Council Resolution [Requesting Services of the County Registrar]
Council Resolution [Calling and Giving Notice of Election]
Council Resolution [Annexation Resolution]
Council Resolution [Providing for filing of Rebuttal Arguments]
R:/Agenda Repo~s/Redhawk Annex Approval Rates & Charges 11 25 5
3.j.
11/20/2003
TO:
FROM:
Local Agency Formation Commission
Adriana Romo, Local Government Analyst I
George J. Spiliotis, Executive Officer
SUBJECT: LAFCO 2003-26-3--REORGANIZATION TO INCLUDE
CONCURRENT ANNEXATIONS TO THE CITY OF TEMECULA AND
THE TEMECULA COMMUNITY SERVICES DISTRICT, AND
CONCURRENT DETACHMENTS FROM COUNTY SERVICE AREAS
143, 152 AND THE RIVERSIDE COUNTY WASTE RESOURCES
MANAGEMENT DISTRICT.
P~OR AGENDAS~ELATED ACTIONS: LAFCO 1998-14-1 Anne~fion of Vail Ranch and Redhawk Specific ~an IW22/1998;
2000-10-1 ~nexation of Vail Ranch 11/16/2~0.
EXECUTIVE SUMMARY:
This report addresses a reorganization that includes
annexation of the Redhawk Specific Plan and the remaining
portion of the Vail Ranch Specific Plan to the City of
Temecula. The proposal also includes detachment from County
Service Area (CSA) 143, which provides substantial extended
services to the area. Upon annexation, the bulk of those
services will be provided by the City's subsidiary Temecula
Community Services District (TCSD). The staff recommendation
is for approval of the proposal
as submitted by the City of V [:C~[N [ T~'
Temecula.
GENERAL INFORMATION:
APPLICANT: The City of Temecula
has initiated this proposal.
LOCATION: The proposal includes
the community of Redhawk,
adjacent to the City limit line,
south of Highway 79, east of
Pechanga Parkway/Pala Road, west
of Anza Road and north of
Pechanga Indian Reservation.
POPULATION: The population is
estimated to be approximately
9,200 about 12 percent of the
City's estimated population of
75,014.
LAFC0 2003-26-3 PAGE 2 November 20, 2003
Anx to City of Temecula
REGISTERED VOTERS: The Registrar of Voters reports 2,968
voters within the reorganization site, making the proposal
legally inhabited.
ACREAGE: The total area of the reorganization is approximately
1,344 acres.
CEQA DETERMINATION: The City, as lead agency, has prepared an
initial study on this proposal that resulted in the filing of
a Negative Declaration. Additionally, the City has found that
the proposal will not have an adverse effect on wildlife
resources, as defined in Section 711.2 of the Fish and Game
Code. Based on that de minimus impact finding, the City has
issued a Certificate of Fee Exemption concerning the
Department of Fish and Game mitigation fees.
PROPERTY TAX EXCHANGE: Corresponding master property tax
resolutions have been adopted by both the City and the County.
EXISTING CONDITIONS: The subject territory includes the
Redhawk Specific Plan No. 217 and a portion of the Vail Ranch
Specific Plan No. 223. The majority of the area is built-out.
Within the Redhawk Specific Plan area there are approximately
2,436 single-family detached units, two existing elementary
schools, and four public parks. The remaining portion of the
Vail Ranch Specific Plan includes the Old Vail Ranch Historic
Site and a developing commercial center.
LAND USE PLANS: The City has adopted the County approved
specific plans as the zoning for the area.
BACKGROUND:
In December of 1998, the Commission approved an annexation
that included Vail Ranch and the adjacent Redhawk Specific
Plan (LAFCO 1998-14-1). The proposal was approved contingent
upon approval of taxes, assessments and charges (referred to
generically as taxes in this report) pursuant to Proposition
218. As proposed, Vail Ranch property owners would have
received a modest reduction in their taxes resulting from the
annexation. Taxes in Redhawk, however, would have increased
by approximately $135 annually. The taxes, which required
two-thirds voter approval, were submitted as separate measures
to voters of Redhawk and Vail Ranch in November 1999.
The measures passed overwhelmingly in Vail Ranch, receiving
approximately 90 percent approval. In Redhawk, however,
approximately 60 percent of the voters voted against the
measures. Since the taxes failed to pass over the entire
annexation area, the proposal could not be completed and was
later abandoned.
Shortly after the election, Vail Ranch residents petitioned
the City of Temecula to take steps to annex Vail Ranch alone.
In 1999, the City Council adopted a Resolution of
LAFCO 2003-26-3
Anx to City of Temecula
PAGE 3 November 20, 2003
Application. Subsequently, an application for the annexation
of Vail Ranch was submitted by the City. In 2000, the
Commission approved the annexation of Vail Ranch into the City
of Temecula (2000-10-1). The annexation was effective on July
1, 2001.
Prior to the submittal of the current proposal by the City of
Temecula, a petition was circulated by affected residents to
initiate the proposal. The Registrar of Voters verified that
27% of the registered voters within the annexation area signed
the petition (only 5 percent is required). Based, in part, on
this strong show of support, the City initiated the proposal
on its own.
SIGNIFICANT ISSUES:
BOUNDARY ISSUES: The boundaries of this proposal include the
entirety of the Redhawk Specific Plan and a pocket of
commercial area off of Winchester Road, which was excluded
from the previous annexation. The annexation will create
better defined service boundaries and complete annexation of
the:area as originally approved by the Commission in 1998.
SERVICES: The City of Temecula has submitted a Plan of
Services in support of the application. That plan is attached
to this report. The following services are highlighted here.
Police Protection: The City contracts with the Riverside
County Sheriff for law enforcement services. ~he city states
that response times for priority one calls will decrease from
12 minutes to approximately five minutes once service is
provided through local City patrols.
In order to serve the annexation area and meet the 1:1000
ratio of officer to population, Temecula will have to contract
for seven additional police officers. The city has allocated
$11.2 million for police protection in fiscal year 2003/2004.
Fire Protection: The City also contracts with the County for
fire protection services. The County, in turn, contracts with
the California Department of Forestry and Fire Protection. As
a result of these contractual arrangements, there will be no
change in service upon annexation.
The station that currently provides first response and will
continue to serve the annexation area is Station 92 located at
32364 Overland Trail.
Emerqency Medical: The City currently pays for a paramedic
unit housed out of Station 84 on Pauba Road near Margarita
Road, approximately two miles from the annexation area.
Assuming the proposal is not overturned at the protest hearing
and the election for taxes, assessments, and charges receives
majority support from the residents, the City has stated it
would provide emergency medical services to the annexation
L&FCO 2003-26-3 PAQ~ 4 ~ovember 20, 2003
~nx to City of ?emecula
area effective July 1, 2004 prior to the requested effective
date of July 1, 2005.
Solid Waste Disposal: Currently the Waste Management Inc., is
providing solid waste disposal service to the subject area for
approximately $230.00 per year for basic service
($19.16/month). Upon annexation, the City, through TCSD, will
collect solid waste rates and charges on the property tax roll
for single-family residential units and distribute the revenue
to the hauler on a semi-annual basis. Under state code, the
current hauler may continue to provide services up to a period
of five years. After the contract expires with Waste
Management, CR&R the City's waste hauler will provide solid
waste disposal to the annexation area. CR&R charges $172.59
annually per single family residential unit for weekly trash
collection.
Park, Slope and Median Maintenance: These services are
currently provided through CSA 143. Upon annexation, the
City's subsidiary community services district would take over
park and median maintenance. However, TCSD will not provide
slope maintenance. The city and the Redhawk Community
Association have agreed that the HOA will provide slope
maintenance upon annexation. For more details, please see the
discussion below regarding detachment from CSA 143 and
annexation to the TCSD.
EFFECTIVE DATE: Consistent with discussions between the City
and the County, the City has requested an effective date of
July 1, 2005. This will provide ample time for the County and
the City to plan for the transition of the extended services
currently provided by CSA 143.
DETACHMENT FROM COUNTY WASTE RESOURCES M/~NAGEMENT DISTRICT
(RCWRMD): On March 24, 1994, the Commission approved the
formation of the RCWRMD as a separate financial and legal
entity to operate and finance solid waste facilities in
Riverside County. The District became effective on May 2,
1994. As part of the Commission's action, it determined that
future annexations to cities should detach from the RCWRMD
unless those cities have annexed tD the District. This is
based on an understanding between the County and the COGs that
annexation of cities to RCWRMD will be accomplished in an
organized fashion to ensure appropriate representation on the
governing board of the District. Therefore, staff will
recommend concurrent detachment from the RCWRMD.
DETACHMENT FROM CSA 152: The CSA was formed to finance non-
point source pollution programs required by federal law. If
the Commission approves annexation to the City, the area will
be automatically detached from the CSA. Detachment from CSA
152 is appropriate since the City, unlike many other cities in
the County, has opted not to annex into CSA 152.
DETACHMENT FROM CSA 143 AND ANNEXATION TO TEMECULA COMMUNITY
LAPCO 2003-26-3
Anx to City of Temecula
PAGE 5 November 20, 2003
SERVICES DISTRICT (TCSD): As noted in the Background Section
above, the transfer of local CSA services and associated taxes
and charges was the central issue in a previous
reorganization. CSA 143 currently provides park maintenance,
median/slope maintenance, street lighting and street sweeping.
Charges for these services appear on property owners' tax
bills. Under this proposal, these services, with the exception
of slope maintenance would be provided through the TCSD, a
subsidiary district of the City. TCSD performs similar
services throughout the City with the exception of slope
maintenance. The maintenance of parks, recreational
facilities, medians, traffic signals, arterial streetlights,
and the provision of recreational programs will be paid for by
TCSD's special taxes, assessments, and charges which would
replace those currency charged by CSA 143.
The City has determined that the CSD taxes, assessments and
charges must go through appropriate Proposition 218 compliance
procedures before they can be levied. For obvious reasons the
City would not want a reorganization completed unless revenues
would be available for local services. The City plans to call
an election in March of 2004 to seek approval of TCSD taxes,
rates and charges.
TAXES AND ASSESSMENTS: Presently, CSA 143 provides landscape
maintenance, park maintenance and street lights services. The
landscape annual per parcel charge within the Redhawk area
varies from $102.00 to $443.00. Landscape maintenance
includes minimal median maintenance and slope maintenance.
The annual per parcel park maintenance assessment for the
Redhawk area ranges from $15.00 to $75.00. Street light
services include all streetlights within Redhawk. The annual
per parcel assessment is $42.44.
Once annexed, TCSD will provide recreation services, median
and park maintenance as well as arterial street lighting for
an annual assessment of $63.44 per existing dwelling unit.
The maximum amount that TCSD is currently authorized to charge
for these services is $74.44. The annual residential street
lighting assessment per single family dwelling unit charged by
TCSD would be $25.68. Slope maintenance however, would not be
provided by TCSD. Instead, the Redhawk Community Association
would provide slope maintenance. It is envisioned that an
increase in association dues will be required to fund this
function. As noted above, the City plans to conduct an
election in March 2004 on the TCSD taxes, assessments and
charges.
COMMENTS FROM AFFECTED AGENCIES/INTERESTED PARTIES:
Charolette Fox, a resident of Vail Ranch, has submitted a
letter expressing support for the annexation and also concern
for a final plan and agreement between the City and County
regarding preservation of a historical site within the
annexation boundaries.
LAFCO 2003-26-3
Anx to City of Temecula
PAgE 6 November 20, 2003
CONCLUSIONS:
It has been the practice of staff to recommend approval of
inhabited annexations unless there are significant boundary or
service concerns. In this way residents can determine,
through the protest hearing process, whether annexation is in
their best interest. In this instance, the proposal would
substantially improve boundaries in the area and improve
police and emergency medical service levels. The
recommendation is for conditional approval as shown below.
SPECIFIC RECOMMENDATIONS:
Based on the factors outlined above, IT IS RECOMMENDED that
the Commission:
Find the City of Temecula, as lead agency, has filed a
Negative Declaration on the proposal and complied with
the California Environmental Quality Act (CEQA) and all
appropriate State Guidelines, and the Commission has
reviewed and considered the environmental documentation.
Also find the City has found that the proposal will not
have an adverse effect on wildlife resources, as defined
in Section 711.2 of the Fish and Game Code;
Determine the proposed reorganization is consistent with
the spheres of influence of the City of Temecula, the
Temecula Community Services District and all other
affected agencies;
3. Determine the proposed
inhabited;
reorganization is legally
Approve LAFCO 2003-26-3--REORGANIZATION TO INCLUDE
CONCURRENT ANNEXATIONS TO THE CITY OF TEMECULA AND THE
TEMECULA COMMUNITY SERVICES DISTRICT, AND CONCURRENT
DETACHMENTS FROM COUNTY SERVICE AREAS 143, 152 AND THE
RIVERSIDE COUNTY WASTE RESOURCES MANAGEMENT DISTRICT,
subject to the following:
Prior to recordation of the Certificate of
Completion, all applicable taxes, assessments and
charges for services to be provided by the Temecula
Community Services District shall be approved in
accordance with the requirements of Proposition 218.
bo
The City of Temecula shall defend, indemnify, and
hold harmless the Riverside County Local Agency
Formation Commission (~LAFCO"), its agents,
officers, and employees from any claim, action, or
proceeding against LAFCO, its agents, officers, and
employees to attach, set aside, void, or annul an
approval of LAFCO concerning this proposal.
LAFCO 2003-26-3
Anx to City of Temecula
PAGE ? November 20, 2003
Establish the effective date of the reorganization
as July 1, 2005.
Direct the Executive Officer to initiate Protest
Proceedings pursuant to Government Code Section 57000 et
seq., upon payment of required fees.
Respectfully submitted,
George J. Spiliotis
Executive Officer
Adriana Romo
Local Government Analyst I
INITIAL LEVY REPORT
REDHAWK ANNEXATION AREA
Temecula Community Services District (TCSD)
Commencing Fiscal Year 2005-2006
PUBLIC HEARING: November 25, 2003
INTRODUCTION:
A. The TCSD
Since December 1, 1989, the Temecula Community Services District ("TCSD") has
provided residential street lighting, perimeters landscaping and slope maintenance, trash
and recycling collection and unpaved road maintenance to properties within its
jurisdiction. The boundary of the TCSD is coterminous with the boundary of the City of
Temecula ("City"). To fund its services and maintain improvements within its
boundaries, the TCSD collects rates and charges ("Charges"). The TCSD was formed, and
Charges are set and established, pursuant to the Community Services District Law, Title 6,
Division 3 of the California Government Code.
Pursuant to Government Code Sections 61621 and 61621.2, the TCSD has prescribed,
revised and collected rates and charges for residential street lighting (Service Level B),
perimeter landscaping and slope maintenance (Service Level C), trash/recycling collection
(Service Level D), and unpaved road improvement and maintenance (Service Level R)
services furnished by the TCSD, and has elected to have these rates and charges collected
on the tax roll in the same manner, by the same persons, and at the same time as, together
with and not separately fi.om, its general taxes in the manner prescribed by Government
Code Sections 61765.2 to 61765.6, inclusive. As required by these sections of the
Government Code, the TCSD Board approves an Annual Levy Report each year
describing the proposed rates and charges for that year.
B. REDHAWK ANNEXATION AREA
The City Council of the City of Temecula, by its Resolution No. 03-100, initiated
proceedings to annex certain unincorporated territory known as the Redhawk Specific
Plan area ("Redhawk") and 53 commercial acres in the Vail Ranch Specific Plan to the
City of Temecula and the District. Approved by the Riverside County Local Agency
Formation Commission (LAFCO) on November 20, 2003 as:
LAFCO No. 2003-26-3 Reorganization to Include Concurrent Annexations to the
City of Temecula and the Temecula Community Services District, and
Concurrent Detachments from the Riverside County Waste Resources
Management District, County Service Area 143 and County Services Area 152.
The annexation and the TCSD Rates and Charges will be considered by the registered
voters within the Redhawk Specific Plan area in an election held on March 2, 2004, thus
complying with Proposition 218 and state law. The Redhawk Specific Plan area, which
will vote on these rates and charges on March 2, 2004, is the same area as the Redhawk
annexation area. The rates and charges in connection with this annexation are the same
as those that will appear on the ballot measure as part of the March 2, 2004 election.
Pursuant to Government Code Section 61621.2, this Initial Levy Report ("Report") is
prepared and presented to the Board to prescribe Service Level B and Service Level D
Rates and Charges for the residential pamels and territory identified as Redhawk
beginning in FY 2005-2006.
The territory and properties identified and described in this Report includes parcels within the
Redhawk Specific Plan Area and 53 commercial acres in the Vail Ranch Specific Plan area.
PLANS AND SPECIFICATIONS
A. General Description of District Services
The District provides certain property related services consisting of four (4) separate
Service Levels to parcels throughout the District. Each parcel within the District is
charged for the proportional cost of the services attributable to the parcel. Each Service
Level has differing costs depending upon the services provided. All parcels identified
within a Service Level share in the cost of the service. The costs associated with the
service are proportionately spread among all properties within that Service Level to which
the service is provided. The Service Levels are identified as follows:
· Residential Street Lighting
· Perimeter Landscaping and Slope Maintenance (Not applicable to the annexation area.)
· Refuse Collection
· Road Improvement and Maintenance (Not applicable to the annexation area.)
B. Redhawk Annexation Area Legal Description
The annexation area is described as the parcels within the Redhawk Specific Plan Area and 53
commercial acres in the Vail Ranch Specific Plan area.
Description of Service Levels
The proposed services applicable to residential parcels within Redhawk for which the
charges will be imposed beginning Fiscal Year 2005-2006 include: residential street
lighting and refuse collection.
Service Level B, Residential Street Lighting - includes all developed single family
residential parcels and residential vacant parcels for which the District provides on-going
servicing, operation, and maintenance of local street lighting improvements. The current
rate for Service Level B is $25.68 per residential parcel and shall be applied to residential
parcels the Redhawk Specific Plan area beginning Fiscal Year 2005-2006.
Service Level D, Refuse Collection - provides for the operation and administration of
the refuse collection program including recycling and street sweeping services for all
single-family residential homes within the District. The current rate for Service Level D is
$172.54 per single family residential home (developed residential parcel) and will be
applied to all parcels that have requested service by the solid waste hauler within the
Redhawk Specific Plan area that have been identified as developed with a residential
home, beginning in Fiscal Year 2005-2006. Pursuant to Proposition 218, the rates and
charges for this service may be changed by the Distdct after conducting an additional
protest hearing on the matter. Mailed ballot proceedings are not required to establish
Service Level D rates and charges.
METHOD OF APPORTIONMENT
The cost to provide services within Redhawk Specific Plan area will be fairly distributed
among each assessable property by the same methods and formulas applied to ail
parcels within the various Service Levels of the District.
The following is the formula used to calculate each property's District charges and is
applied to Service Level B (Residential Street Lighting) and Service Level D (Refuse
Collection):
Total Balance to Levy/Total Parcels (in Service Level) = Parcel Charge
The following tables (Table I and II) reflect the levy calculations for each Service Level.
TABLE I
Parcel Charge Calculation for
Service Level B
Property Type
Single family residential
Single family vacant
Parcel Charge Per IParcel
Unit X Parce = Charge
1.00 $25.68 $25.68
1.00 $25.68 $25.68
Multiplier
Per Parcel
Per Parcel
A charge is imposed on all residential parcels developed or undeveloped. Parks, open
space areas, easements and non-buildable parcels are not assessed.
TABLE II
Parcel Charge Calculation for
Service Level D
Unit X Parcel [] Charge Multiplier
Single family residential 1.00 $172.54
$172.54 I Per Parcel
This charge is imposed only on developed single-family residential parcels (with a
residential home). Pursuant to Proposition 218, this amount may be changed by the
District after conducting an additional protest hearing.
DISTRICT LEVY SUMMARY AND PROPOSED CHARGES
Each Service Level within the District provides different and specific services to various
parcels within the District. The rates and charges prescribed for each service and level
of service are proportionately spread to only those parcels that are provided each
respective service (Service Levels).
Table IV below provides general levy information for the various Service Levels within the
entire District for Fiscal Year 2003-2004.
TABLE IV
TCSD Budget and Service Level Summary
For Fiscal Year 2003-2004
District Bud.qet and Char,qes Adopted in Fiscal Year 2003-2004
SERVICE LEVEL Total Levy Charge Per Total Levy
Budget Levy Unit Units
Service Level B
Residential Street Lighting $459,544 $25.68 17,895
Service Level C
Local Landscaping and Slopes
Rate Level #1 (C-1) $47,886 $46.00 1041
Rate Level #2 (C-2) $93,340 $89.00 1060
Rate Level #3 (C-3) $195,808 $116.00 1688
$269,675 $175.00 1541
Rate Level #4 (C-4) $94,150 $70.00 1345
Rate Level #5 (C-5) $54,675 $225.00 243
Rate Level #6 (C-6) $228,201 $129.00 1769
Rate Level # 7(C-7) $4,200 $10.00 420
Rate Level #8 (C-8)
Service Level D
Refuse Collection $3,309,835 $172.54 19,183
Service Level R
Road Maintenance
Rate Level #1 (C-1) $7,146 $115.26 62
Rate Level #2 (C-2) $5,608 $121.92 46
Service Levels proposed for the Redhawk Specific Plan area are:
TABLE V
Proposed Service Level Charges
For Redhawk
Estimate Bud.clet and Char(les for Fiscal Year 2005-2006
SERVICE LEVEL Total Levy Charge Per Total
Budget Lev~ Unit Units
Service Level B:
Residential Street Lighting $62,556 $25.68 2,436
Service Level D: $420,307 $172.54 2,436
Refuse Collection
The "Total Levy Units" and the resulting ~Charge Per Levy Unit" (shown in Tables IV and
V), reflect a method of apportionment that most faidy apportions the costs of the services
to the parcels in that Service Level.
The rates and method of apportionment outlined in this Report are consistent with
the rates and methods previously approved by the TCSD Board of Directors for
each applicable Service Level contained herein. However, all rates and methods
described in this Report are subject to revision and modification within the
prescribed parameters of the law. The actual rates and charges applied on the
tax roll each fiscal year shall be apportioned and submitted according to the rates
and method described in the final TCSD Annual Levy Report presented and
approved by the Board of Directors at an annual Public Hearing.
The following pages encompass a complete listing of all parcels within the
Redhawk Specific Plan area subject to the TCSD Service Level B and D rates and
charges beginning Fiscal Year 2005-2006. This listing shows the rate and charge
that will be charged to each parcel based on development with a single-family
residential unit. The rates and charges applied to each newly subdivided
residential parcel will reflect the services provided and the development of each
respective parcel at the time the rates and charges are applied.
Exhibit A
CITY OF TEMECULA
REDHAWK SPECIFIC PLAN AREA
AND 53 COMMERCIAL ACRES WITHIN THE
VAIL RANCH SPECIFIC PLAN AREA
The report listing all parcels is
on file with the City Clerk
Redhawk Annexation Area
Fiscal Impact Analysis
City of Temecula and County of Riverside
City of Temecula
P.O. Box 9033
Temecula, CA 92589-9033
(909) 694-6444
August4,2003
SRHA Job #1022
TANLEY
11661 San Vicente Blvd. Suite 306
Los Angeles, California 90049-5111
310.820.2680, 310.820.8241 -fax
www.stanleyrhoffman.com
CONTENTS
Chapter 1
1.I
1.2
1.3
1.4
1.5
1.6
Overview and Summary ........................................................................... 1
Overview of City of Temecula Fiscal Analysis ....................................................... 1
Pending Sales Tax Sharing Agreement Between City and County .......................... 1
Overview of County of Riverside Fiscal Analysis ................................................... 1
Summary of City Fiscal Analysis ............................................................................. 2
Summary of County Fiscal Factors .......................................................................... 2
Organization of Report ............................................................................................ 3
Chapter 2
2.1
2.2
2.3
2.4
2.5
2.6
2.7
2.8
2.9
Chapter 3
3.1
3.2
3.3
3.3.1
3.3.2
City of Temecula Fiscal Analysis ............................................................ 4
Land Development ................................................................................................... 4
Estimated Residential Value .................................................................................... 4
Population and Employment .................................................................................... 4
Property Tax Allocation .......................................................................................... 6
Public Infrastmcture ................................................................................................. 6
City of Temecula Fiscal Analysis ............................................................................ 7
Community Services District Revenues .................................................................. 8
Other Fiscal Assumptions ........................................................................................ 8
Sales Tax Estimate for 67-Acre Commercial Site ................................................... 8
County of Riverside Fiscal Analysis ..................................................... 14
Project Description for County Fiscal Analysis ..................................................... 14
County Fiscal Impacts ............................................................................................ 17
3.2.1 Prior to Annexation ......................................................................................... 17
3.2.2 Upon Annexation ............................................................................................. 19
County Fiscal Assumptions ................................................................................... 21
Revenue Assumptions ...................................................................................... 22
Cost Assumptions ............................................................................................ 26
Stanley R. Hoffman Associates, Inc. i Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
TABLES
2-1 Existing and Projected Assessed Valuation ......................................................................... 5
2-2 Allocation of Riverside County's Property Tax Rate ......................................................... 6
2-3 Public Road Infrastructure .................................................................................................. 7
2-4 Summary of Recurring Revenues and Costs ...................................................................... 10
2-5 General Fund Revenue Factors .......................................................................................... 11
2-6 General Fund Cost Factors ................................................................................................. 12
2-7 Estimated Sales Tax Revenues for 67-Acre Site ............................................................... 13
3-1 County of Riverside, Land Use and Market Summary ...................................................... 15
3-2 Riverside County General Fund,
Recurring Revenues and Costs .......................................................................................... 18
3-3 Riverside County, 2003 Population and Employment Distribution .................................. 22
3-4 Riverside County General Fund,
Summary of General Fund Revenue Factors ..................................................................... 23
3-5 Property Tax Allocations,
Prior To and Upon Annexation to City of Temecula ......................................................... 23
3-6 Riverside County General Fund,
Summary of General Fund Net Cost Factors ..................................................................... 27
Stanley R. Hoffman Associates, Inc. ii Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
Chapter 1
Overview and Summary
1.1 Overview of City of Temecula Fiscal Analysis
This memorandum summarizes the fiscal impact of the proposed annexation of the Redhawk
community area into the City of Temecula under two alternatives:
1. Alternative 1 -- Annexation of existing development with 2,436 developed residential parcels
and 776 vacant parcels plus a 3.0-acre commercial site and a 67-acre commemial site (44
commercial acres currently estimated to be developed or under-construction).
2. Altemative 2 -- Annexation with full development of 3,212 residential parcels and the 3.0-
acre and 67-acre commercial sites.
For this analysis, the City of Temecula's fiscal impact model was calibrated with the fiscal year
2003-2004 budget. The fiscal factors were updated for the annexation analysis based on discussions
with the City's Finance Department, Planning, Community Services and Public Works staff.
1.2 Pending Sales Tax Sharing Agreement Between City and County
Under the earlier Vail Ranch Annexation Agreement, the County rebates 50 percent of the sales tax
generated from the 67-acre site to the City. Another sales tax sharing agreement is pending between
the City of Temecula and the County of Riverside. Upon annexation, the City would rebate the
County 50 percent of the sales tax generated by the 67-acre site until a limit of $3,000,000 is reached.
The City would receive the other 50 percent. When the limit of $3,000,000 is reached, then the
County would not receive any more sales tax revenues and 100 percent would accrue to the City of
Temecula. Currently, 44 acres of the 67-acre site is either developed or under construction.
1.3 Overview of County of Riverside Fiscal Analysis
A fiscal analysis was also prepared for the County of Riverside's General Fund prior to annexation
and under future build-out for the following two conditions after annexation:
1. Assuming that the 50 percent sales tax sharing agreement between the County of Riverside
and the City of Temecula for the 67-acre commercial site is operational; and,
2. Assuming that the 50 percent sales tax sharing agreement limit of $3,000,000 is reached
whereupon the County ceases to receive any sales tax revenues from the 67-acre site and 100
percent of the sales tax generated then accrues to the City of Temecula.
Stanley R. Hoffman Associates, Inc. 1 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
1.4 Summary of City Fiscal Analysis
Alternative 1. Alternative l, assuming annexation of the existing development, is estimated to
generate a net annual recurring steady state fiscal surplus o $~4,~, or a revenue-cost ratio of 1.03.
This is before the proposed sales tax sharing arrangement where 50 percent of the sales tax
generated by the 67-acre site, or an estimated $517,880 per year would be received by Riverside
County up to a maximum of $3,000,000. At this rate, it would take approximately 5.8 years to
payoff the $3,000,000 amount. Prior to achieving the steady state fiscal conditions, it is assumed that
the citywide planning and general government/overhead functions would be phased in on a marginal
basis and thereby assist in offsetting the sales tax sharing payment.
Alternative 2. Alternative 2 presents the projected case at full build-out where the 67-acre and the 3-
acre commercial sites are fully developed and all of the 3,212 residential units are developed. Under
this alternative, the projected annual recurring steady state fiscal surplus increases to~269,339[ or a
revenue-cost ratio of 1.10. Again, this is before the proposed sales tax sharing arrangement where 50
percent of the sales tax generated by the 67-acre site, or an estimated $788,590 per year, would be
received by Riverside County up to a maximum of $3,000,000. At this rate, it would take
approximately 3.8 years to payoff the $3,000,000 amount. Again, it is assumed that the citywide
planning and general government/overhead functions would be phased in on a marginal basis and
thereby assist in offsetting the sales tax sharing payment.
1.5 Summary of County Fiscal Analysis
Prior to Annexation. Prior to annexation and assuming full build-out of Redhawk to the City of
Temecula, a net annual recurring surplus of $944.0 thousand is projected to the County General
Fund. The projected surplus is based on recurring revenues of $3.43 million and recurring costs
projected at $2.49 million resulting in a revenue-cost ratio of 1.38. Property tax is the largest
projected revenue source at about 35.2 percent of total General Fund revenues followed by sales and
use tax at 23.0 percent. The third largest revenue source is motor vehicle license fees at 18.5 percent.
Together, these three sources represent about 77 percent of the total revenues.
Upon Annexation with Sales Tax Sharing. Upon annexation and with the proposed sales tax sharing
agreement, the County General Fund is projected to receive anet annual surplus of $895,144. This is
based on projected recurring revenues of $2,402,348 and recurring costs of $1,507,203. The sales
tax sharing represents about $788,590 per year up to a maximum of $3,000,000.
Stanley R. Hoffman Associates, Inc. 2 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
Upon Annexation without Sales Tax Sharing. Upon annexation at full build-out and assuming that
the $3,000,000 limit for sales tax sharing has been reached, the County General Fund is projected to
receive a net annual surplus of $106,554. This is based on projected recurring revenues of
$1,613,758 and recurring costs of $1,507,203. The two major sources of revenues under the post-
sales tax sharing agreement are property taxes at 56 percent of total General Fund revenues and
motor vehicle license fees at 39 percent.
1.6 Organization of Report
Chapter 2 presents the fiscal analysis for the City of Temecula along with the land development
statistics and key assumptions. Chapter 3 presents the fiscal analysis for the County of Riverside
General Fund prior to and post-annexation along with the land development statistics and key
assumptions.
Stanley R. Hoffman Associates, Inc. 3 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
Chapter 2
City of Temecula Fiscal Analysis
2.1 Land Development
The proposed Redhawk annexation area is comprised of:
· A total of 3,212 residential units at build-out.
· 2,436 developed residential parcels with an estimated average property value (2003) of
$240,474 per unit based on Riverside County's Auditor-Controller data.
· 776 undeveloped (vacant) parcels with an estimated average land value (2003) of $72,424
per parcel.
· 3.0 acres of land zoned for neighborhood retail development - 30,000 sq. ft. of total
estimated leasable space
· 67.0 acres of land zoned for community retail development - 670,000 sq. ft. of total
estimated leasable space with 44 acres, or 440,000 sq. ft. of space, either currendy developed
or under construction.
2.2 Estimated Residential Value
Table 2-1 provides an estimate of the assessed valuation for the residential property in the annexation
area. Estimated valuations from 2001 for existing units were adjusted by 3% annually (2% under the
Proposition 13 limitation plus 1% for turnover). The total estimated residential assessed valuation in
2003 under Alternative 1 is $641,995,688 for 2,436 developed parcels and 776 vacant parcels. For
Alternative 2, an average assessed value of $282,000 was estimated per unit for the 766 currently
undeveloped parcels. This is based on estimated average prices of homes currently being sold in Zip
code 92592 that contains the Redhawk development. This yields as estimated total residential
property valuation of $804,626,664 at full development.
2.3 Population and Employment
Population in the proposed annexed area is based on a factor of 2.85 persons per residential unit,
resulting in an estimated current population of 6,943 persons in the Redhawk project area under
Alternative 1. For Alternative 2, with the addition of 766 homes, the population is estimated to
increase to 9,154.
Existing retail employment is estimated at 940. This includes the 3.0-acre commercial site,
representing an estimated 30,000 square feet of retail space and an estimated employment of 60 plus
Stanley R. Hoffman Associates, Inc. 4 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Ternecula and County of Riverside
440,000 square feet and an estimated employment of 880 for the 67-acre site. This estimate is based
on 44 acres currently either developed or under construction on the 67-acre site. Retail employment
is estimated using an average factor of 500 square feet per retail employee.
At full development there is an estimated retail employment of 1,400. Again, this is based on 60
employees at the 3-acre site plus 1,340 employees at the 67-acre commercial site. Full development
of the 67-acre site is estimated to contain 670,000 square feet of retail space or 1,340 employees at
500 square feet per retail employee.
Table 2-1
Redhawk Annexation Area
Existing and Projected Assessed Valuation
Valuation
Category 2003
1. Estimated Property Value -- Existing Residential
Developed Units 2,436
Estimated Value per Unit1 $240,474
Estimated Valuation $585,794,664
Estimated Property Value -- Vacant Lots
Undeveloped Units
Estimated Value per Parcel~
Estimated Valuation
776
$72,424
$56,201,024
Total Estimated Existin.q Residential Valuation
$641,995,688
2. Estimated Property Value -- Future Residential
Future Developed Units
Estimated Value per Unit~
Estimated Valuation
776
$282,O00
$218,832,000
Total Estimated Future Residential Valuation a
$804,626,664
1. Based on valuations from the 2001 Riverside County assessor's
data base and increased by 3% annually to 2003.
2. Based on recent sales data for Zipcode 92592 that includes
the Redhawk development.
3. Includes the sum of the valuation for the 2,436 existing developed units
plus the future development of 766 units.
Source: Stanley R. Hoffman Associates, Inc.
Riverside County Auditor-Controller's Assessor Data Base
Stanley R. Hoffman Associates, Inc. 5 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
2.4 Property Tax Allocation
As shown in Table 2-2, the City General Fund will receive 25 percent of the current allocation of the
County's General Fund property tax rate, which is equal to 3.28% of the 1.0% basic property tax
levy. The City's share of property tax revenues is calculated for each Tax Rate Area (TRA). The
County's General Fund Tax Rate for each TRA is multiplied by the ERAF (Educational Revenue
Augmentation Fund) retention factor to determine the County's share of the property tax revenues.
The County's share of the property tax revenues is then multiplied by 25 percent to determine the
City's distribution as shown in Table 2-2.
Table 2-2
Redhawk Annexation Area
Allocation of Riverside County's Property Tax Rate
County General County ERAF County Share
Fund Property Retention of Property Tax
TRA Parcels Tax Rate Factor ~ Revenues
94101 1,254 0.2548 0.507 0.1292
92102 23 0.2710 0.507 0.1374
94130 423 0.2699 0.507 0.1368
Wei~lhted Rate 0.2588 0.507 0.1312
City Share of Property Tax - Annexed Area 2 25%
City Share of Property Tax Rate - Annexed Area 0.0328
Notes:
1. The ERAF (Educational Revenue Augmentation Fund) shift results in the county
retaining approximately 50,7% of the initial tax rate with the remainder going to the public
schools.
2. Upon annexation, the City/County property tax transfer agreement stipulates that the
City only receives 25% of the County's property tax rate in the unincorporated area, while
the County retains the remaining 75%.
Source: Stanley R. Hoffman Associates, Inc.
Riverside County Auditor-Controller's Assessor Data Base
2,5 Public Infrastructure
Table 2-3 provides a summary of the estimated arterial, major, collector and local road lane miles for
the project. The proposed annexation area contains an estimated total of 22.14 lineal miles of these
roads and 50.52 lane miles. Local serving roads are estimated at 52.42 lineal feet per parcel or 31.89
lane miles at build-out. All local roads are assumed to be two lanes. Six new traffic signals are also
estimated to be annexed into the City.
Stanley R. Hoffman Associates, Inc. 6 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
Road Type
urban arterial 96'
major 80'
residential collector 68'
industrial collector 86'
residential 40'
Table 2-3
Redhawk Annexation Area
Public Road Infrastructure
Incremental I Storm
Segment Lanes Curbs Signals Drain City Lane Curb Lineal
Length Factor Share Miles Miles Miles
720.0 6 4 2.00 0.80 100% 0.82 0.55 0.14
15,020.1 4 2 2.00 0.80 100% 11.38 5.69 2.84
13,297.6 2 2 0.80 100% 5.04 5.04 2.52
3,671.5 2 2 2.00 0.80 100% 1.39 1.39 0.70
84,199.2 2 2 0.80 100% 31.89 31.89 15.95
116,908.4 16 12 6 50.52 44.56 22.14
Source: Stanley R. Hoffman Associates, Inc.
City of Temecula, Geographic Information Systems
' 2.6 City of Temecula Fiscal Analysis
The fiscal analysis is presented in Table 2-4 for both Alternative 1 and Alternative 2. Alternative 1,
assuming annexation of the existing development, is estimated to generate a net annual recurring
steady state fiscal surplus of $64,442, or a revenue-cost ratio of 1.03. This is before the proposed
sales tax sharing arrangement where 50 percent of the sales tax generated by the 67-acre site, or an
estimated $517,880 annually as shown at the bottom of Table 2-4, would be received by Riverside
County up to a maximum of $3,000,000. At this rate, it would take approximately 5.8 years to
payoff the $3,000,000 amount. Prior to achieving the steady state fiscal conditions, it is assumed that
the citywide planning and general government/overhead functions would be phased in on a marginal
basis and thereby assist in offsetting the sales tax sharing payment.
Alternative 2 presents the projected case at full build-out where the 67-acre and the 3-acre
commercial sites are fully developed and all of the 3,212 residential units are developed. Under this
alternative, the projected annual steady state fiscal surplus increases to $269,339, or a revenue-cost
ratio of 1.10. Again, this is before the proposed sales tax sharing arrangement where 50 percent of
the sales tax generated by the 67-acre site, or an estimated $788,590 annually as shown at the bottom
of Table 2-4, would be received by Riverside County up to a maximum of $3,000,000. At this rate,
it would take approximately 3.8 years to payoff the $3,000,000 amount. Again, it is assumed that the
citywide planning and general government/overhead functions would be phased in on a marginal
basis and thereby assist in offsetting the sales tax sharing payment.
Stanley R. Hoffman Associates, Inc. 7 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
After sales taxes, representing 46.0 percent to almost 50 percent of the projected revenues, the next
major source of revenue is the Motor Vehicle License In-Lieu fee of $344,234 to $453,855
representing about 14.4 percent to 15.3 percent of the total revenues. This is followed by property
taxes at $236,011to $301,802. This represents another 10.0 percent of total revenues. The other
revenue sources combined represent about 26.0 to 28.0 percent of total revenues.
The major costs are Police Protection at $887,408 to $1,180,165, or about 45.0 percent of total costs
and net Fire Protection at $259,034 to $345,443, or about 13.0 percent. The combined Public Works
costs are estimated to range from $227,316 to $279,271, or about 11.0 percent. These three cost
categories represent about 70 percent of the public cost budget.
2.7 Community Services District Revenues
The Temecula Community Services District (CSD) provides for the maintenance of parks and
recreation, arterial street lighting and medians, residential street lighting and residential refuse
collection and recycling in Redhawk. Charges are levied on a per parcel basis for residential parcels
and on an EDU (Equivalent Dwelling Unit) basis for non-residential parcels. The residential and
non-residential parcels will also cover perimeter landscaping separately through a Homeowners'
Association rather than through the CSD. The estimated annual revenues generated from these
parcel charges range from $655,294 for Alternative 1 to $867,097 for Alternative 2 and are
considered adequate to pay for the required maintenance costs.
2.8 Other Fiscal Assumptions
Revenue and cost assumptions for the fiscal model were derived from the City's fiscal year 2003-
2004 budget. The revenue and cost assumptions and factors are summarized in Tables 2-5 and 2-6,
respectively. Table 2-5 highlights the revenue factors for property and sales taxes, business license
tax, franchise fees, motor vehicle license taxes, State gasoline taxes, fines and forfeitures and CSD
parcel charges. Table 2-6 highlights the cost factors for police and fire protection, public works and
community services, non-fee supported planning costs and citywide overhead.
2.9 Sales Tax Estimate for 67-Acre Commercial Site
A sales tax estimate has been prepared for the 67-acre commercial site as presented in Table 2-7 with
the assistance of Hinderliter de Llamas, the City's sales tax consultant. The estimate is based on
Stanley R. Hoffman Associates, Inc. 8 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Ternecula and County of Riverside
about developed 44 acres that includes both existing establishments and those just opened or under
construction, such as: Wal-Mart, Kohls, Ross and Famous Footwear. Where newer stores or those
under construction do not have a year of actual retail sales performance data, then countywide
averages for theses same stores are used. This also includes retail sales at the existing golf course
clubhouse. The estimated sales tax of $941,000 over the 44 acres yields an estimated taxable sales
per square foot of $214 based on about 10,000 retail square feet per acm or a floor area ratio of about
23 pement.
Stanley R. Hoffman Associates, Inc. 9 Redhawk Annexation A rea Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
TABLE 2-4
REDHAWK ANNEXATION ANALYSIS
SUMMARY OF RECURRING REVENUES AND COSTS
I Alternative 1 Alternative 2
Existing Development Buildout Development
Recurring Revenues: Amouar % Amount %
Property tax $236,011 10.5% $301,802 9.6%
Transfer tax: New Development ($0) 0.0% $0 0.0%
Turnover $31,264 1.4% $39,895 1.3%
Sales/Use Tax: 3 Acre Site $52,800 2.3% $52,800 1.7%
Sales/Use Tax: 67 Acre Site~ $1,035,760 46.0% $1,577,180 49.9%
Transient occupancy tax $0 0.0% $0 0.0%
Business License tax $6,082 0.3% $9,058 0.3%
Franchises $140,449 6.2% $186,241 5.9%
Motor vehicle in-lieu $344,234 15.3% $453,855 14.4%
State gasoline tax $136,499 6.1% $179,968 5.7%
Measure A sales tax (capital projects) $200,097 8.9% $263,818 8.4%
Fines and forfeitures $38,390 1.7% $51,398 1.6%
Iaterest $29,716 1.320% $41,927 1.3%
Other $0 0.0% $0 0.0%
Subtotal $2,251,302 100.0% $3,157,942 100.0%
Net of Measure A sales tax (capital projects) $200,097
Total Revenues $2,051,205
$263,818
$2,894,124
Recurring Costs:
Police protection $887,408 44.7% 1,180,165 45.0%
Net fire cost $259,034 13.0% 345,443 13.2%
Animal control $9,790 0.5 % 16,111 0.6%
Public Works - Sheets $199,531 10.0% 244,796 9.3%
Public Works - Other $3,430 0.2% 4,553 0.2%
Public Works - Admin. $24,355 1.2% 29,922 1.1%
Community Services2 $196,131 9.9% 262,085 10.0%
Planning (Non-Fee Supported) $169,233 8.5% 227,082 8.7%
Citywide overhead $237,852 12.0% 314,181 12.0%
Total Costs $1,986,763 100.0% $2,624,339 100.0%
Net Recurring Fiscal Impact $64,442 $269,785
Recurring Revenue/Cost Ratio 1.03 1.I0
Sales Tax Sharing Agreement Analysis
Retail Sales Tax Sharing with Riverside County 50%
Sales Tax To County for 67 Acre Site $517,880
Payoff Amount to Riverside County $3,000,000
Years to Achieve Payoff 5.8
50%
$788,590
$3,000,000
3.8
Note: 1. Assumes 50% of sales tax goes to Riverside County until $3,000,000 payoff limit is reached. 2. These are net General Fund costs that are not cove~d by the CSD parcel charge revenues.
3. This scenario assumes that ali vacant parcel are developed at the average value of $282,000.
Source: Stanley R. Hoffrozn Associates, Inc.
City of Temecula Fiscal Model
Stanley R. Hoffman Associates, Inc. 10 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
TABLE 2-5
REDHAWK ANNEXATION ANALYSIS
GENERAL FUND REVENUE FACTORS
** POPULATION AND EMPLOYMENT **
75,014 TEMECULA POPLrLATION FOR CALCULATING MULTIPLIERS (DOF -2003)
36,307 TEMECULA EMPLOYMENT FOR CALCULATING MU-LT]PI.II:RS (City - 2003)
** LOCAL TAXES **
1.0%
3.28%
6.59%
$0.00055
0.80
0.10
0.08
0.08
0.08
0.08
0.08
0.33
5.92
PROPERTY TAX RATE, TOTAL
TEMECULA GENERAL FUND
STRUCTURAL FIRE TAX
PROPERTY TRANSFER TAX RATE PER $1 OF AV
CONSIDERATION RATE (for a'ansfer tax)
TURNOVER RATES--RESIDENTIAL
--HOTEL
--OFFICE
-RETA1L
--INDUSTRIAL & other non-residential
TRANSIENT OCCUPANCY TAX RATE
RATIO OF HOUSEHOLD INCOME TO HOUSING VALUE
BUSINESS LICENSE TAX PER EMPLOYEE
** FRANCHISE FEES **
4.00 GAS FRANCHISE--Per EDU
22.18 ELECTRICITY FRANCHISE--Per EDU
11.64 SOLID WASTE FRANCHISE--Per EDU
17.31 CABLE TV FRANCHISE--Per DU
** REVENUE FROM OTHER AGENCIES **
$4.42 STATE GASOLINE TAX-2106 PER CAPITA
$6.54 STATE GASOLINE TAX-2105 PER CAPITA
$8.70 STATE GASOLINE TAX-2107 PER CAPITA
$49.58 MOTOR VEHICLE LICENSE FEES PER CAPITA
$24.13 MEASURE A PER CAPITA (for capital projects)
** OTHER REVENUES **
$4.87 FINES AND FORFEITURES per capita and employee
1.26% INTEREST FACTOR as % of net General Fund revenues
**CSD PARCEL CHARGES**
-- SINGLE FAMILY RESIDENTIAL --
$63.44 CITYWIDE PARKS/RECREATION
$0.00 A. ART~ STR. LTG./MED. (included under Citywide factor)
$25.68 B. RESIDENTIAL STREET LIGHTING
$0.00 C. PERIMETER LANDSCAPING (covered by HOA)
$172.54 D. RES. REFUSE/RECYCLING
-- MULTI-FAMILY RESIDENTIAL --
$47.58 CITYWIDE PARKS/REC. (75% of Single Family rate)
$0.00 A. ART'L STR. LTG./MED. (included under Citywide factor)
-- NON-RESIDENTIAL PER ACRE -- (Developed)
$380.64 CITYVvlDE PARKS/REC. (@ 6 edu per acre and $63.44 per edu)
$0.00 A. ART'L STR. LTG./MED. (included under City~ride factor)
Source: Stanley R. Hoffman Associates, Inc,
City of Temecula FiscaJ Model -- August 2003
Stanley R. Hoffman Associates, Inc. 11 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
TABLE 2-6
REDHAWK ANNEXATION ANALYSIS
GENERAL FUND COST FACTORS
** POLICE PROTECTION
$119.25 POLICE PATROL COSTS PER CAPITA
$63.25 POLICE PATROL COSTS PER EMPLOYEE
** FIRE PROTECTION **
$178.17 FIRE PROTECTION PER RESIDENTIAL EDU
$178.17 FIRE PROTECTION PER NON-RESIDENTIAL EDU
$81.19 FIRE PROTECTION CREDIT PER EDU
** ANIMAL CONTROL **
$1.76 ANIMAL CONTROL COST PER CAPITA
** COMMUNITY SERVICES DISTRICT - CITYWIDE SERVICES **
$72.16 COMMUNrrY SERVICES COST PER EDU
** PUBLIC WORKS/PARK MAINTENANCE **
$3,978.00
$795.60
$5,610.00
$918.00
$1,530.00
$7,140.00
$204.00
12.0%
PAVEMENT MAINTENANCE PER LANE MILE
STREET SWEEPING PER CURB MILE - ALL STREETS
TRAFFIC SIGNAL O & M PER INTERSECTION
STORM DRAIN MAINTENANCE PER LINEAL MILE
BRIDGE MAINTENANCE PER BRIDGE
PARK MAINTENANCE PER ACRE
OPEN SPACE MAINTENANCE PER ACRE
PUBLIC WORKS ADMINISTRATIVE OVERHEAD
** PLANNING DEPARTMENT **
$21.04 PLANNING COST PER CAPITA (non-fee supported)
$24.63 PLANNING COST PER EMPLOYEE (non-fee supported)
** CITYWIDE OVERHEAD **
13.6% CITYWIDE GENERAL GOVERNMENT ADMIN. RATE
** EQUIVALENT DWELLING UNIT FACTORS **
1.0 per single family residential unit
0.8 per multi family residential unit
0.5 per 1,000 non-residential sq. ft.
Source: Stanley R. Hoffman Associates, Inc.
City of Temecula Fiscal Model - August 2003
Stanley R. Hoffman Associates, Inc. 12 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
TABLE 2-7
REDHAWK ANNEXATION AREA
ESTIMATED SALES TAX REVENUES FOR 67-ACRE SITE
Retail Establishments
Estimate(i Sales
Tax Per Year
Apparel StoresI $90,000
General Merchandise~ 775,500
Eating & Drinking 32,000
Other~ 43,500
TOTAL3 $941,000
1. Existing estimated sales tax revenue for 67-acre site
is based on both existing establishments and these just
opened or underconstruction such as: Wal-Mart, Kohls,
Ross and Famous Footwear.
2. Includes taxable sales of service station, golf course and
other smaller, retail establishments.
3. An estimated 44 acres of the 67-acre site is developed
or underconstruction.
Soumes: Stanley R. Hoffman Associates, Inc.
Hinderliter de Llamas
Stanley R. Hoffman Associates, Inc. 13 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
Chapter 3
County of Riverside Fiscal Analysis
This chapter presents the fiscal impact analysis of the Redhawk area that is currently located in the
unincorporated area of Riverside County. Three fiscal impacts are projected for the following
Alternatives:
· Prior to Annexation Alternative. This Alternative projects fiscal impacts to Riverside County
prior to annexation of the Redhawk area to the City of Temecula. Under the Vail Ranch
Annexation Agreement, the County rebates 50 percent of the sales tax generated from the 67-acm
site to the City. Recurring revenues and costs are projected to the County General Fund.
· Upon Annexation Alternative. This Alternative assumes the Redhawk area will be annexed to
the City of Temecula.
- With Sales Tax Sharing. This annexation Alternative projects the fiscal impacts to the
Riverside County General Fund with a sales tax sharing agreement assuming the County
receives 50 percent of the sales tax projected for the 67-acre commercial retail parcel
included in the project until the sum reaches $3,000,000.
- Without Sales Tax Sharing. This annexation Alternative projects fiscal impacts to the
Riverside County General Fund after the $3,000,000 sales tax amount is reached, and the
City of Temecula receives 100 percent of the projected sales tax.
Section 3.1 presents the land use and market summary for County fiscal analysis of the Redhawk
area. Section 3.2 presents the fiscal impacts to the Riverside County General Fund prior to and upon
annexation of Redhawk to the City of Temecula. The fiscal assumptions for the Riverside County
analysis are presented in Section 3.3.
3.1 Project Description for County Fiscal Analysis
The land use and market summary for the Redhawk annexation area is presented in Table 3-1. The
table presents the summary prior to annexation and upon annexation with the sales tax sharing
alternatives. The entire Redhawk study area is proposed for annexation to the City of Temecula.
Units and Square Feet. As shown in Panel A of Table 3 - 1, a total of 3,212 single-family residential
units are included in the Redhawk annexation area. Of the total units, 2,436 units are existing and
776 residential units are planned for futura development.
Two commemial parcels with a total of 700,000 square feet are planned for Redhawk:
1) A 3-acre parcel with 30,000 square feet of neighborhood retail, and
2) A 67-acre parcel with 670,000 square feet of community retail.
Stanley R. Hoffman Associates, Inc. 14 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Ternecula and County of Riverside
TABLE 3-1
REDHAWK ANNEXATION AREA
COUNTY OF RIVERSIDE
LAND USE AND MARKET SUMMARY
(in Constant 2003 Dollars)
A. UNITS AND SQUARE FEET
Single Family Residential Units
Existing Devalopment
Future Development
Total Residential Units
Commercial Retail Seuam Feet
3-Acre Parc, e] (Neighperhood)
67-Acre Parcel (Community)
Total Commemial Retail Square Feet
Prior to r
Annexation
Upon AnnexationI ]
Wit ~hS:lrienSgTaX I Wit h°sU~aSrianl;S Tax I
2,436 0 0
3,212 0 0
30,000 0 0
670,000 _0 (3
700,000 0 0
B. POPULATION AND EMPLOYMENT
Population (@2.85 persons per unit)
Employment {@ 500 square feet per employee)
9,154 0 0
1,400 0 0
C. ASSESSED VALUATION
Sinale Farnilv Residential Units
Existing Development (@ $240,474 per unit)
Future Development (@ $282,000 per unit)
Total Residential Valuation
Commercial Retail (@ $165 per buildtaq square foot)2
$585,794,664 $585,794,664 $585,794,664
218,832,000 218,832,000 218,832,00~)
$504,626,664 $804,626,664 $804,626,664
$115,500.000 $115,500,000 $115,500,000
Total Assessed Valuation
D. PROPERTY TAXa
$920,126,664 $920,126,664 $920,126,664
$1,207,206 $905,405 $905,405
E. COMMERCIAL RETAIL TAXABLE SALES
3-Acre Parcel (Neighborhood) (@ $160 per square foot) $4,800,000 $5
67.Acre Parcel (Community) ( @ $214 per square foot? 143.380.000 71.690.000
Total Commemial Retail Taxable Sates $148,180,000 $71,690,000
F. SALES AND USE TAX4
3-Acre Parcel (Neighborhood)
67.Acre Parcel (Community) - 50% to the County
67-Acre Parcel (Community) - 50% to the City
Total Sales and Use Tax
0
o
$o
$52,800 $0 $0
788,590 788,590 $0
788.590 fi ~
$1,629,980 $788,590 $0
Notes: 1. Two scenarios are presented upon annexation of the Redhawk area:
1) With a sales tax shahng agreement assuming the County receives 50 percent of the sales and use tax projected
for the 67-acre community retail parcel until the sum reaches $3,000,000,
2) After the $5,000,000 cap is reached, the City receives 100 percent of the salee tax from the 67-acre parcel.
2. Commercial retail is valued at a total of St 65 per building square foot and includes land, building and unsecured valuatJo
3. The fiscal analysis assumes that upon annexation 25 percent of the current allocation of 13.12 pement of the basic
one percent property tax levy to the County General Fund will shirt to the City of Temecula General Fund.
4. Sales tax is projected at 1 percent of taxable sales and use tax is projected at 10 pement of sales tax. Currenlly the
County has a tax sharing agreement to rebate to the City 50 percent of the sales tax generated by the 67-acre parcel
Source: Stanley R. Hoffman Associates, Inc.
City of Temecula
County of Riverside Auditor Controller
Stanley R. Hoffman Associates, Inc. 15 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Ternecula and County of Riverside
Population and Employment. Redhawk area population is estimated at 9,154 based on 2.85
persons per housing unit. Employment associated with the Redhawk study area is estimated at 1,400
based on 500 square feet per employee.
Assessed Valuation. As shown in Panel C of Table 3-1, the total assessed valuation for Redhawkis
estimated at $920.13 million. Residential valuation is estimated at $804.63 million and includes
$585.79 million for the existing residential units ($240,474 per unit) and $218.82 million for the
future residential units ($282,000 per unit). Commercial valuation is estimated at $115.50 million
based on a valuation of $165 per square foot including land value, building construction and
unsecured valuation.
Property Tax. Projected property tax to the County of Riverside is based on the total project
assessed valuation and the property tax allocation to the County General Fund for the Tax Rate Areas
for the Redhawk area. Prior to annexation, property tax to the County General Fund is projected at
13.12 percent of the basic one percent levy, or $1.21 million. Upon annexation 25 percent of the
property tax allocation will shift to the City and the County General Fund will continue to receive
property tax. Upon annexation, the County General Fund is projected to receive property tax at 9.84
percent of the basic one percent property tax levy, or $905.4 thousand.
Commercial Retail Taxable Sales. Total taxable sales for the commercial development in the
Redhawk area are projected at $148.18 million prior to annexation. As shown in Panel E of Table 3-
1, taxable sales for the 3-acre neighborhood parcel are projected to total $4.80 million, assuming
$160 of taxable sales per square foot for the 30,000 square feet of neighborhood uses. Taxable sales
for the 67-acre square foot parcel (670,000 square feet) are projected at $143.38 million, assuming
$214 taxable sales per square foot for the community retail uses. Prior to annexation, County rebates
50 percent of the sales tax generated from the 67-acre site to the City. Upon annexation with the tax
sharing agreement, 50 percent of the taxable sales for the 67-acre parcel ($71.69 million) are
allocated to the County until the County receives a total of $3.00 million in sales tax from the parcel.
After the $3.00 million cap is reached, no taxable sales are projected for the County.
Sales and Use Tax. Total sales and use tax are projected at $1.63 million from the 67-acre
commercial site prior to annexation. As shown in Panel F of Table 3-1, sales and use tax to the
County is projected at $788.6 thousand with the Vail Ranch sales tax sharing agreement.
Stanley R. Hoffman Associates, Inc. 16 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
3.2 County Fiscal Impacts
Table 3-2 presents the recurring revenues and costs to the Riverside County General Fund prior to
and upon annexation of Redhawk to the City of Temecula. The County General Fund receives
property tax at an average rate of 13.12 percent of the basic one percent levy prior to annexation;
upon annexation, the estimated average rate is 9.84 percent of the basic one percent levy. Upon
annexation the County also receives property transfer tax, motor vehicle license in-lieu revenues,
property tax administration revenues. Upon annexation with the property tax agreement, the County
will also receive sales and use tax for the 67-acre parcel in the project until a $3.00 million cap is
mached.
Prior to annexation, the County provides municipal-type services, such as Sheriff patrol and
development services to the unincorporated Redhawk area, as well as countywide services that are
provided to all County residents within incorporated and unincorporated areas. Upon annexation of
the Redhawk area to the City of Temecula, the County General Fund provides only countywide
services to Redhawk.
3.2.1 Prior To Annexation
Prior to annexation of Redhawk to the City of Temecula, a recurring surplus of $944.0 thousand is
projected to the County General Fund. The projected surplus is based on recurring revenues
projected at $3.43 million and recurring costs projected at $2.49 million resulting in a revenue/cost
ratio of 1.38.
County General Fund Recurring Revenues Prior to Annexation. As Table 3-1 indicates, the
largest projected revenue source to the County General Fund prior to annexation of Redhawk is
property tax at $1.21 million, about 35.2 percent of total recurring revenues. The second largest
recurring revenue source is sales and use tax, projected at $788.6 thousand and 23.0 percent of total
projected recurring revenues prior to annexation. This is followed by the third largest revenue
source, motor vehicle license in-lieu revenues at $633.3 thousand, or 18.5 percent of recurring
revenues. These three revenue sources represent approximately 76.7 percent of total projected
recurring revenues to the County General Fund from Redhawk prior to annexation.
Stanley R. Hoffman Associates, Inc. 17 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
TABLE 3-2
REDHAWK ANNEXATION AREA
RIVERSIDE COUNTY GENERAL FUND
RECURRING REVENUES AND COSTS
(In Constant 2003 Dollars)
Amou~
I Upon Al~iexatioa2
Prior With Without
to Sales Tax Sales Tax
Annexation~ Sharln~l Sharin$
Percent of Total
Upon Annexationa
Prior With Without
to Sales Tax Sales Tax
Annexat on Sharln~l Sharin~l
Recurflnq Revenues
Property tax $1,207,206 $905,405 $905,405 35.2% 37.7% 56.1%
Property transfer tax 94,861 47,431 47,431 2.8% 2.0% 2.~Y~
Sales and use tax: 3-Acre Parcel 52,800 0 0 1.5% 0.0% 0.0%
Sales and use tax: 67-Acre Parcel 788,590 788,590 0 23.0% 32.8% 0.0%
Franchise taxes 92,426 0 0 2.7% 0.0% 0.0%
Aalmar licenses 15,301 0 0 0.4% 0.0% 0.0%
License-CATV 44,235 0 0 1.3% 0.0% 0.0%
Vehicle code fines 47,452 0 0 1.4% 0.0% 0.0%
Other fines, forfeitures and banalties 134,616 0 0 3~9% 0.0% 0.0%
Forfeitures end penalties 38,024 0 0 1.1% 0.0% 0.0%
Motor vehicle license in-lieu revenues 633,332 633,332 633,332 18.5% 26.4% 39.2%
Federal in-lieu taxes 5,543 0 0 0.2% 0.0% 0.0%
PropeAy tax administration 27,590 27,590 27,590 0.8% 1.1% 1.7%
Building use and concessions 5,017 0 0 0.1% 0.0% 0.0%
Contributions from other funds 207,290 0 0 6.0% 0.0% 0.0%
Interest on Invested Funds 36,521 0 0 1.1% 0.0% 0.0%
Total Resurrlng Revenues $3,430,805 $2,402,348 $1,613,758 100.0% 100.0% 100.0%
RecurHna Costs~
Municipal-Type Costs:
Sheriff Coroner - patrct $886,979 $0 $0 35.7% 0.0% 0.0%
Development services 92,603 _0 _0 3.7% 0.0°/, 0.Q%
Subtotal $979,583 $0 $0 39.4% 0.0% 0.0%
Countywide Costs:
General government $201,461 $201,461 $201,461 8.1% 13.4% 13.4%
Public protection 796,162 796,162 796,162 32.0% 52.8% 52.8%
Health and sanitation 171,298 171,298 171,298 6.9% 11.4% 11.4%
Public assistance 227,672 227,672 227,672 9.2% 15.1% 15.1%
Education, recreation and culture 2,060 2,060 2,060 0.1% 0.1% 0.1%
Debt service and contingency 108,551 108,551 108.551 4.4% 7.2% 7.2%
Subtotal $1,507,203 $1,507,203 $1,507,203 60.6% 100.0% 100.0%
Total Recurring Costs $2,486,786 $1,507,203 $1,507,203 100.0% 100.0% 100.0%
Net Recurrlna Surelus $944,019 $895,144 $106,554
Revenue/Cost Ratio 1.38 1.59 1.07
Notes: 1. Currantly the County has a tax shadng agreement to rebate to the City 50 percent of the sales tax generated by
the 67-acre community commercial parcel.
2. Two scenarios are presented upon annexation of the Redhawk area:
1) With a sales tax sharing agreement assuming the County receives 50 percent of the sales tax projected
for the 67-acre community retail parcel until the sum reaches $3,000,000.
2) After the $3,000,000 cap is reached, the City receives 100 percent of the sales tax from the 67-acre parcel.
3. Municipal costs are for public services provided directly to the project, while Countywide costs are potentially
provided to all residents of the County.
Source: StanleyR. Hoffman Associates, Inc.
Stanley R. Hoffman Associates, Inc. 18 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
County General Fund Recurring Costs Prior to Annexation. Table 3-1 also presents projected
recurring costs to the County General Fund prior to annexation of Redhawk to the City of Temecula.
Prior to annexation, annual recurring costs are projected at $2.49 million. Recurring costs to the
County of Riverside General Fund prior to annexation include the municipal-type costs of sheriff
patrol protection and development services. Other costs are considered countywide and are projected
both prior to annexation and upon annexation since they are provided to all residents of the County.
Sheriff patrol protection costs are projected at $887.0 thousand prior to annexation and account for
35.7 percent of the total recurring annual costs prior to annexation. The next largest projected cost is
countywide public protection, projected at $796.2 thousand and 32.0 percent of total projected
recurring costs prior to annexation. Countywide public protection includes district attorney, public
defender and other court related operations costs. The third largest cost is public assistance projected
at $227.3 thousand and 9.2 percent of total projected recurring costs prior to annexation. Sheriff
patrol, public protection and public assistance costs represent 76.9 percent of total projected
recurring costs to the County General Fund prior to annexation.
Other projected costs to the County General Fund prior to annexation include countywide general
government, countywide health and sanitation, countywide debt service and contingency,
development services and countywide education, recreation and cultural services.
3.2.2 Upon Annexation
Projected impacts to the County General Fund upon annexation are also presented in Table 3-2.
Fiscal impacts upon annexation are projected with a tax sharing agreement and without a tax sharing
agreement.
With Tax Sharing Agreement
A recurring surplus of $895.1 thousand is projected to the County General Fund after annexation of
Redhawk with a tax sharing agreement between the County and the City of Temecula. Recurring
revenues are projected at $2.40 million and recurring costs are projected at $1.51 million upon
annexation. This results in a revenue/cost ratio of 1.59.
Pro. iected Recurring Revenues. Projected recurring revenues to the Riverside County General
Fund upon annexation with a tax sharing agreement include only property tax, property transfer tax,
sales and use tax for the 67-acre parcel, motor vehicle license in-lieu revenues and property tax
Stanley R. Hoffman Associates, Inc. 19 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
administration revenues. Upon annexation, property tax is the largest projected revenue source to the
County General Fund projected at $905.4 thousand and representing 37.7 percent of total recurring
revenues. The second largest recurring revenue upon annexation is sales and use tax, projected at
$788.6 thousand and representing approximately 32.8 percent of total projected recurring revenues.
The third largest County General Fund revenue source is motor vehicle in-lieu revenue at $633.3
thousand, or about 26.4 percent of total projected recurring revenues upon annexation of Redhawk to
the City of Temecula.
Pro. iected Recurring Costs. Table 3-2 also presents projected recurring costs to the County General
Fund upon annexation of Redhawk with a tax sharing agreement. After annexation, annual recurring
costs are projected at $1.51 million. Recurring costs to the County of Riverside General Fund upon
annexation include countywide net operating costs. Police protection and development services to
Redhawk will be provided by the City of Temecula upon annexation.
The largest projected cost upon annexation is countywide public protection, estimated at $796.2
thousand and 52.8 percent of total recurring costs upon annexation. Public assistance is the next
largest countywide cost upon annexation, projected at $227.7 thousand and 15.1 percent of total
recurring costs upon annexation. The third largest cost upon annexation is general government,
projected at $201.5 thousand and 13.4 percent of total recurring costs. These three costs represent
81.3 percent of total recurring countywide costs upon annexation.
Without Tax Sharine Al~reement
A steady state annual recurring surplus of $106.6 thousand is projected to the County General Fund
after annexation of Redhawk without a tax sharing agreement. Recurring revenues are projected at
$1.61 million and recurring costs are projected at $1.51 million upon annexation. This results in a
revenue/cost ratio of 1.07.
Pro, iected Recurring Revenues. Projected recurring revenues to the Riverside County General
Fund upon annexation without a tax sharing agreement include only property tax, property transfer
tax, motor vehicle license in-lieu revenues and property tax administration revenues. Upon
annexation, property tax is the largest projected revenue source to the County General Fund
projected at $905.4 thousand and representing 56.1 percent of total recurring revenues. The second
largest recurring revenue upon annexation is motor vehicle in-lieu revenue, projected at $633.3
Stanley R. Hoffman Associates, Inc. 20 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
thousand and representing approximately 39.2 percent of total projected recurring revenues. The
third largest County General Fund revenue source is property transfer tax at $47.4 thousand, or about
2.9 pement of total projected recurring revenues upon annexation of Redhawk to the City of
Temecula.
Proiected Recurring Costs. Table 3-2 also presents projected recurring costs to the County General
Fund upon annexation of Redhawk without a tax sharing agreement. After annexation, annual
recurring costs are projected at $1.51 million. Recurring costs to the County of Riverside General
Fund upon annexation include countywide net operating costs. Police protection and development
services to Redhawk will be provided by the City of Temecula upon annexation.
The largest projected cost upon annexation is countywide public protection, estimated at $796.2
thousand and 52.8 percent of total recurring costs upon annexation. Public assistance is the next
largest countywide cost upon annexation, projected at $227.7 thousand and 15.1 percent of total
recurring costs upon annexation. The third largest cost upon annexation is general government,
projected at $201.5 thousand and 13.4 percent of total recurring costs. These three costs represent
81.3 percent of total recurring countywide costs upon annexation.
3.2 County Fiscal Assumptions
This section presents the revenue and cost factors used in preparing the Riverside County fiscal
analysis of the Redhawk annexation area. The analysis is presented in constant year 2003 dollars and
is based on information from the following sources:
· County of Riverside's Fiscal Year 2003-04 Proposed Budget
· State of California, Department of Finance (DOF), City/County Population and Housing
Estimates, January 1, 2003
· Southern California Association of Governments (SCAG), RTP 2001 Projections, 2003
estimates
Property tax, property transfer tax, and sales and use tax are projected using the case study method.
All other revenue factors and all cost factors are projected based on a per capita or per employee
basis using either the total County or unincorporated portion of the population and employment.
Stanley R. Hoffman Associates, Inc. 21 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
Revenues and costs are allocated between population and employment based on the shares of
population and employment to the combined population and employment for the appropriate
jurisdiction, as shown in Table 3-3.
TABLE 3-3
COUNTY OF RIVERSIDE
2003 POPULATION AND EMPLOYMENT DISTRIBUTION
I Jurisdiction I Population1 I Employment~I Total I
A. Total County
1,705,537 584,092 2,289,629
Share of Total3 74.0% 26.0% 100%
B. Unincorporated Area 465,753 98,901
Share of Totala 82% 18%
564,654
100%
Notes: 1. Population estimates are from January 1, 2003 estimates,California Department
of Finance (DOF).
2. Employment estimates are for 2003 from SCAG RTP 2001 Projections.
3. The estimates are rounded to the nearest whole pement.
Source: Stanley R. Hoffman Associates, Inc.
State of California, Department of Finance (DOF), City/County Population and
Housing Estimates, January 1, 2003
Southern California Association of Government (SCAG), RTP2001 Projections
3.3.1 Revenue Assumptions
The revenue factors used in preparing the fiscal analysis for the Redhawk annexation are pmsentedin
Table 3-4.
Property Tax. Property tax revenues are projected by multiplying 1.0 percent times the tax allocation
percentage for each jurisdiction or special district by the assessed valuation of the study area. The
fiscal analysis assumes the City of Temecula General Fund will receive 25.0 percent of the existing
property tax allocation to Riverside County General Fund upon annexation of the Redhawk Area.
The current property tax allocations within the TRAs encompassing the Redhawk area, both prior to
and upon annexation are presented in Table 3-5. Upon annexation, about 25.0 percent of the current
Riverside County allocation of 13.12 percent will shift to the Temecula General Fund. The County
General Fund will receive 9.84 percent of the basic one percent property tax levy upon annexation.
Stanley R. Hoffman Associates, Inc. 22 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
TABLE 3-4
REDHAWK ANNEXATION AREA
RIVERSIDE COUNTY GENERAL FUND
SUMMARY OF GENERAL FUND REVENUE FACTORS
(In Constant 2003 Dollars)
Fiscal Year
i
2003-2004
Category I Budget Amount
Taxes
Property Tax $195,070,994
Property Tranaler Tax 12,000,000
Sales and Use Tax 22,500,000
Transient Lodging Tax 1.010.000
Subtotal $330,580,994
Other General Fund Revenues
Dlstributlon/Dlvlsed
Assessed Valustion
Assessed Valuation
Taxable Sales
Room Receipts
.CoseStu~-
........... CaseOuS-
Case~u~ ...........
............ --Case~u~ ...........
Franchises
Animal Ucensea
Ucense-CA%/
Vehicle Cede Fines
Other Fines, Fodolturos & Penaltie.,
Forfeitures and Penalties 8,275,189
Interest on Invested Funds 7,948,118
Motor Vehicle In-lieu 118,000,000
Federal In-Ueu Taxes 1,032,720
Property Tax Administration 6,004,434
Building Use and Concessions 1,091,890
Contribution from Other Funds 45.112.671
Subtotal $227,404,499
Total $457,985,493
$4,952,000 Unincorporated Population and Employmen'
778,510 Unincorporated Population
2,370,000 Unincorporated Population and Employmen'
2,542,397Unincorporated Population and Employmerr
29,296,570 County~vide Population and Employment
County~de Population and Employment
Countywide Population and Employment
Countywide Population
Countywide Population
Countywide Population and Employment
Countywfde Population and Employment
Countywide Population and Employment
82.0% 18.0% $8.72 $0.01
100.0% 0.0% $1.67 $0.00
82.0% 18.0% $4.17 $4.31
82.0% 18.0% $4.48 $4.63
74.0% 26.0% $12.71 $13.04
74.0% 26.0% $3.59 $3.68
74.0% 26.0% $3.45 $3.54
100.0°/= 0.0% $69.19 $0.00
100.0°/0 0.0% $0.61 $0.00
74.0% 26.0% $2.61 $3.67
74.0% 26.0% $0.47 $0.49
74.0% 26.0% $19.57 $20.08
$131.23 $61.46
Notes: 1. The particular category is either generated in unincorporated areas or county~de, as shovm.
2. Revenues are allocated petv,~en population and employment based on the shares of population and employment to the combined populatior
and employment for the appropriate juHsd[ction.
3. Per capita and per employea factors are dedved by dividing the allocated costs by either the poput ation and employment for the appropriate
jurisdiction.
Source: Stanley R. Hoffman Associates, Inc.
County of Rive~de, FY 2003-04 Proposed Budget
State of Califomia, Department of Finance, E-5 County/City Pcpulation and Housing Estimates, January 1,2003
Southern Califorala Association of Governments, Projections 2001, Riverside County Employment Estimates for 2003
TABLE 3-5
REDHAWK ANNEXATION AREA
COUNTY OF RIVERSIDE
PROPERTY TAX ALLOCATIONS PRIOR TO AND UPON ANNEXATION
Description of Fundt
General Fund
Tax Rate Allocations
Prior to Upon Annexations
Annexation2 County I City of Temecula
0.131200 0.098400 0.032800
Note: 1. Only the property tax allocation for the General Funds ara presented in this table.
2. The fiscal analysis assumes that upon annexation, 25 percent of the current allocation of
13.12 percent to the County General Fund will shift to the City of Temecula General Fund.
Source: Stanley R. Hoffman Associates, Inc.
Riverside County Auditor Controller's Office
Stanley R. Hoffman Associates, Inc. 23 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
Property Transfer Tax. Riverside County taxes sales of real property at a rate of $1.10 per $1,000 of
property value. Upon annexation, 50 percent of the property transfer tax is allocated to the County
and 50 percent to the City of Temecula. Residential units are estimated to change ownership an
average of about 10.0 percent per year, or each home changes owners on the average of once every
10 years. Commercial property is assumed to change ownership an average of about 5 percent per
year, or at an average of once every 20 years.
Sales Tax. Sales tax revenues are projected at one percent of taxable sales.
Use Tax. In addition to sales tax, a use tax factor of 10.0 percent is applied to the sales tax. The
use tax factor is derived from two major soumes:
- A use tax rather than a sales tax is paid on construction materials from residential and
non-residential development. This tax is counted in the county where construction takes
place, not at the point of sale of materials.
- A use tax is also levied on purchases from out-of-state sellers of goods for use in California.
The State Board of Equalization assembles the use tax collections into a number of pools. County
pools for each county are based on tax proceeds assigned to a county level. A statewide pool is
developed for tax proceeds that cannot be assigned to individual counties. These pools of use tax
proceeds are then distributed to individual cities and counties on a quarterly basis. The distribution
percentages to local jurisdictions for the county pool are calculated on the basis of each city's and
county's share of total countywide non-situs based sales tax as a percentage of total point-of-sale
sales tax. A similar procedure is used in the allocation of the statewide pool.
Transient Lodging Tax. There are no lodging facilities in the Redhawk area; therefore, this revenue
source is not projected.
Franchises. Franchise revenues for fiscal year 2003-2004 are estimated at $4.95 million for the
unincorporated area of the County. These revenues are allocated 82 percent to population and 18
percent to employment, which represents each components share to the total combined population
and employment estimate of 564,654 for the unincorporated area. Franchise revenues are projected
at $8.72 per capita and $9.01 per employee based on the following formulas:
- $4.95 million times 82% divided by 465,753 = $8.72 per capita
- $4.95 million times 18% divided by 98,901 = $9.01 per employee
Stanley R. Hoffman Associates, Inc. 24 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
Animal Licenses. Revenues from animal licenses are projected using a factor of $1.67 per capita and
are determined by dividing the budget amount of $778.5 thousand by the unincorporated population
County population of 465,753.
Cable TV Licenses. Revenues from this source are estimated at $4.17 per capita and $4.31 per
employee and are based on 2003-2004 revenues of $2.37 million for the unincorporated County area
and are allocated 82 percent to population and 18 percent to employment. The combined population
and employment of the unincorporated area is 564,654 (465,753 population and 98,901
employment). The formulas are:
- $2.37 million times 82% divided by 465,753 = $4.17 per capita
- $2.37 million times 18% divided by 98,901 = $4.31 per employee
Vehicle Code Fines. Vehicle code fines in the unincorporated area for fiscal year 2003-2004 are
estimated at $2.54 million and are allocated 82 percent to population and 18 percent to employment.
Revenues from this source are projected at $4.48 per capita and $4.63 per employee based on the
following calculations:
- $2.54 million times 82% divided by 465,753 = $4.48 per capita
- $2.54 million times 18% divided by 98,901 = $4.63 per employee
Other Pines, Forfeitures and Penalties. Countywide population and employment of 2,289,629 and
the budget amount of $29.30 million determine the method for projecting this revenue source.
Revenue factors are estimated at $12.71 per capita and $13.04 per employee based on the following:
- $29.30 million times 74% divided by 1,705,537 = $12.71 per capita
- $29.30 million times 26% divided by 584,092 = $13.04 per employee
Forfeitures and Penalties. Revenue factors from this category are projected based on the total
countywide population and employment and revenues of $8.28 million. The per capita factor is
$3.59 and the per employee factor is $3.68 based on the following calculations:
- $8.23 million times 74% divided by 1,705,537 = $3.59 per capita
- $8.23 million times 26% divided by 584,092 = $3.68 per employee
Interest on Invested Funds. These revenues are estimated at $3.45 per capita and $3.54 per employee
based on the total County population and employment and estimated revenues of $7.95 million.
- $7.95 million times 74% divided by 1,705,537 = $3.45 per capita
- $7.95 million times 26% divided by 584,092 = $3.54 per employee
Stanley R. Hoffman Associates, Inc. 25 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
Motor Vehicle In-lieu. Revenues from this source are projected at $69.19 per capita based on the
budget amount of $118.00 million divided by the total Riverside County of 1,705,537.
Federal In-lieu Taxes. These revenues are projected at $0.61 per capita and are determined by
dividing the County Budget amount of $1.03 million by the total County population of 1,705,537.
Property Tax Administration. These revenues are estimated at $2.61 per capita and $2.67 per
employee based on the total County population and employment and revenues of $6.00 million.
- $6.00 million times 74% divided by 1,705,537 = $2.61 per capita
- $6.00 million times 26% divided by 584,092 = $2.67 per employee
Building Use and Concessions. Revenues from this source are projected using a factor of $0.47 per
capita and $0.49 per employee. This is based on the 2003-04 budget amount of $1.09 million and
the total County population and employment.
- $1.09 million times 74% divided by 1,705,537 = $0.47 per capita
- $1.09 million times 26% divided by 584,092 = $0.49 per employee
Contributions from Other Funds. Revenue factors for this category are projected based on the total
countywide population and employment and estimated Fiscal Year revenues of $45.11 million. The
per capita factor is $19.57 and the per employee factor is $20.08 based on the following calculations:
- $45.11 million times 74% divided by 1,705,537 = $19.57 per capita
- $45.11 million times 26% divided by 584,092 = $20.08 per employee
3.3.2 Cost Assumptions
Ongoing recurring costs to the County of Riverside General Fund include a combination of
municipal-type costs and countywide costs, as shown in Table 3-6.
Municipal-Type Costs
The municipal-type costs include sheriff's patrol and development services. Municipal costs are
projected based on the estimated net fiscal year 2003-2004 expenditures for each category and the
estimated unincorporated County population and employment.
Sheriff Coroner - Patrol. Net expenditures for Sheriff patrol in the unincorporated area for fiscal
year 2003-2004 are estimated at nearly $47.52 million and are allocated 82 percent to population and
18 percent to employment. Sheriff patrol costs are projected at $83.67 per capita and $86.49 per
employee based on the following calculations:
Stanley R. Hoffman Associates, Inc. 26 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Ternecula and County of Riverside
- $47.52 million times 82% divided by 465,753 = $83.67 per capita
- $47.52 million times 18% divided by 98,901 = $86.49 per employee
Development Services. Development services net expenditures in the unincorporated area for fiscal
year 2003-2004 are estimated at nearly $4.95 million and are allocated 82 percent to population and
18 percent to employment. Development services costs are projected at $8.74 per capita and $9.02
per employee based on the following calculations:
- $4.95 million times 82% divided by 465,753 = $8.74 per capita
- $4.95 million times 18% divided by 98,901 = $9.02 per employee
TABLE 3-6
REDHAWK ANNEXATION AREA
RIVERSIDE COUNTY GENERAL FUND
SUMMARY OF GENERAL FUND NET COST FACTORS
(In Constant 2003 Dal[ars)
Cate~o~
Sheriff Patrol: Unicorporated
Development Services: Unincorporated
GeneraJ Government: Countywide
Public Protection: Countywide
Health and Sanitation: Countywide
Public Assistance: Countywide
Education, Recreation and Culture: Countywide
Debt Service and Contingency: Countywide
Total Recurring Costs
Fiscal Year I
2003-2004 I
Net
Expenditures I Marginal
Net Coat~1
$47,522,405 $47,522,405
4,954,757 4,954,757
48,715,681 43,844,113
192,521,574 173,269,417
35,461,733 31,915,560
47,132,199 42,418,979
498,027 448,224
23.624.081 23.624.081
$400,430,457 $367,997,536
Net Cost Allocation2
Residential
$38,968,372
4,069,280
32,444,644
128,219,368
31,915,560
42,418,979
331,686
17,481,820
$295,849,709
Cost Factor~
Non- Per Per
Residential Capita Eml~loyee
$8,554,033 $83.67 $86.49
891,856 $8.74 $9.02
11,399,469 $19.02 $19.52
45,050,048 $75.18 $77.13
0 $18.71 $0.00
0 $24.87 $0.00
116,538 $0.19 $0.20
6,142,201 $10.25 $10.52
$72,154,206 $240.63 $202.87
Note: 1. A~l Countywide coals, except debt service and contingency costs, are projected to increase at a marginal rate w~th new growth.
Costs for municyal-type services to unincorporated areas are projected to increase in direct proportion to new growth.
2. Net countywide costs are ailecated 76 percent to residential development and 24 percent to non-residential development,
based on the shares of population and employment to the combined total County population and employment.
Net costs to unincorporated areas are allocated 82 percent to residential development and 18 percent to non-residential
devalopment based on the shares of population and employment to the combined total unincorporated population and employment.
3. Per capita and per employee factors are detived by dividing the allocated costs by either the population and employment for the
appropriate jurisdiction.
Stanley R. Hoffman Associates, Inc.
County of Riverside, FY 2003-04 Proposed Budget
State of California, Department of Finance, E-5 County/City Population and Housing Estimates, January 1,2003
Southern California Association of Governments, RTP Projections 2001, Riverside County Employment Estimates for 2003
Stanley R. Hoffman Associates, Inc. 27 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
Countywide Costs
Countywide costs are those that are potentially provided to all residents of Riverside County,
regardless of whether they live in unincorporated or incorporated areas. As shown in Table 3-6,
countywide costs include general government; public protection, excluding sheriff's patrol; health
and sanitation; public assistance; education, recreation and culture; and debt service and contingency.
Countywide costs factors are calculated based on the net Fiscal Year 2003-2004 expenditures for
each categopy and the estimated total County population and employment.
General Government. Cost factors for these categories are projected based on the total countywide
population and employment and estimated fiscal year 2003-2004 net expenditures of $48.72 million.
The per capita cost factor is $19.02 and the per employee factor is $19.52 based on the following
calculations:
- $48.72 million times 74% divided by 1,705,537 = $19.02 per capita
- $48.72 million times 26% divided by 584,092 = $19.52 per employee
Public Protection. Countywide public protection costs are projected at $75.18 per capita and $77.13
per employee. These costs do not include sheriff patrol costs. Cost factors for these categories are
projected based on the total countywide population and employment and estimated fiscal year 2003-
2004 net expenditures of $192.52 million.
- $192.52 million times 74% divided by 1,705,537 = $75.18 per capita
- $192.52 million times 26% divided by 584,092 = $77.13 per employee
Health and Sanitation. Costs for these categories are projected based on the total countywide
population and estimated fiscal year 2003-2004 net expenditures of $35.46 million. The per capita
cost factor is $18.71 based on the net expenditures and the total County population of 1,705,537.
Public Assistance. Public assistance costs are projected based on the total countywide population
and estimated Fiscal Year net expenditures of $47.13 million. The per capita cost factor is $24.87
based on the net expenditures and the total County population of 1,705,537.
Education, Recreation and Culture. Cost factors for these categories are projected based on the total
countywide population and employment and estimated fiscal year 2003-2004 net expenditures of
$498.0 thousand. The per capita cost factor is $0.19 and the per employee factor is $0.20 based on
the following calculations:
Stanley R. Hoffman Associates, Inc. 28 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
- $498.0 thousand times 74% divided by 1,705,537 = $0.19 per capita
- $498.0 thousand times 26% divided by 584,092 = $0.20 per employee
Debt Service and Contingency. These Countywide costs are projected at $10.25 per capita and
$10.52 per employee. Cost factors for these categories are projected based on the total countywide
population and employment and estimated fiscal year 2003-2004 net expenditures of $23.62 million.
- $23.62 million times 74% divided by 1,705,537 = $10.25 per capita
- $23.62 million times 26% divided by 584,092 = $10.52 per employee
Stanley R. Hoffman Associates, Inc. 29 Redhawk Annexation Area Fiscal Impact Analysis
August 2003 City of Temecula and County of Riverside
RESOLUTION NO. CSD 03-
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA COMMUNITY SERVICES DISTRICT ADOPTING
SERVICE LEVEL B (RESIDENTIAL STREET LIGHTS) RATES
AND CHARGES WITHIN THE REDHAWK ANNEXATION AREA
TO BE ANNEXED TO THE TEMECULA COMMUNITY
SERVICES DISTRICT AS PART OF THE REORGANIZATION
DESIGNATED BY THE RIVERSIDE COUNTY LOCAL AGENCY
FORMATION COMMISSION AS LAFCO 2003-26-3 SUBJECT
TO TWO-THIRDS VOTER APPROVAL OF VOTERS WITHIN
THE REDHAWK ANNEXATION AREA
THE BOARD OF DIRECTORS OF THE TEMECULA COMMUNITY SERVICES
DISTRICT HEREBY FINDS, RESOLVES, DECLARES, DETERMINES AND ORDERS AS
FOLLOWS:
Section 1. Upon incorporation of the City of Temecula, effective December 1,
1989, voters approved the formation of the Temecula Community Services District ("TCSD"), to
provide specified services to properties within its jurisdiction.
Section 2. Pursuant to Government Code Sections 61621 and 61621.2, the
TCSD has prescribed, revised and collected rates and charges for services furnished by it, and
has elected to have these rates and charges collected on the tax roll in the same manner, by
the same persons, and at the same time as, together with and not separately from, property
taxes collected within the TCSD in the manner prescribed by Government Code Sections
61765.2 to 61765.6, inclusive.
Section 3. By its Resolution No. 03- , the Riverside County Local Agency
Formation Commission ordered the reorganization designated as LAFCO 2003-26-02, a
reorganization to include annexation of Redhawk to the City of Temecula and the Temecula
Community Services District and concurrent detachment from County Service Areas 143 and
152 and the Riverside County Waste Resources Management District ("Redhawk Annexation").
The Redhawk Annexation specifies the area to be annexed to the City of Temecula and the
Temecula Community Services District, which area includes the Redhawk Specific Plan Area
("Redhawk Annexation Area"). Such reorganization is subject to two-thirds (2/3) voter approval
by the residents of the annexed area of rates and charges against pamels within that area for
street lighting and slope maintenance provided by the TCSD to those parcels within the
Redhawk Annexation Area.
Section 4. On November 25, 2003, a public hearing was conducted on the
proposed rates and charges and the authorization to impose the rates and charges in the
Redhawk Annexation Area. At the public hearing, all oral and written objections and comments
by any interested person concerning the proposed rates and charges were heard and
considered.
Section 5. The Board of Directors hereby finds and determines that, based on
the information set forth in the administrative record of the November 25, 2003 public hearing,
the rates and charges to be imposed do not exceed the reasonable cost of the services to be
provided to the affected parcels by the TCSD for fiscal year 2004-05. The Board of Directors
will hold additional public hearings in January 2004 and June 2005 for the purpose of formally
R:/TCSD Resos 2003/TCSD 03-_ 1
reviewing the rates and charges prior to their implementation on July 1, 2005. The Rates and
Charges will not be imposed unless they are approved by a two-thirds vote of the voters voting
on the matter in an election on March 2, 2004.
Section 6. The Board of Directors hereby adopts the following rates and
charges for fiscal year 2004-05 for the services to be provided by the TCSD for fiscal year
2004-05 subject to two-thirds voter approval: Service Level B - Residential Street Liqhts.
$25.68 per improved residential lot for parcels in the Redhawk Annexation Area.
Section 7. When approved by two-thirds of the voters voting within the
Redhawk Annexation Area, this Resolution shall constitute the voter approval authorizing the
imposition of the rates and charges in the Redhawk Annexation Area pursuant to Article Xlil D if
the California Constitution and applicable law. When so approved, this Resolution shall also
authorize the Board of Directors to adjust the rates and charges and the collection procedures
for the rates and charges each year in accordance with and pursuant to the public hearing
procedures and other applicable procedures set forth in California law. Prior to the
implementation of the rates and charges specifically set forth in Section 6 of this Resolution on
July 1, 2005, the Board of Directors is hereby authorized to reduce said rates and charges to
the extent required by law following further public hearings on the rates and charges in January
2003 and June 2005. Such hearings shall be noticed and conducted in accordance with
applicable California law.
Section 8. The TCSD shall prescribe, revise and collect such rates and
charges pursuant to Government Code Sections 61621 and 61621.2. The TCSD shall collect
such rates and charges at the same time and in the same manner and by the same persons as,
together with and not separately from, the property taxes collected within the TCSD. These
rates and charges shall be delinquent at the same time and thereafter be subject to the same
delinquency penalties as such property taxes. All laws applicable to the levy, collection, and
enforcement of property taxes, including, but not limited to, those pertaining to the matters of
delinquency, correction, cancellation, refund and redemption, are applicable to these rates and
charges, except for California Revenue and Taxation Code Section 4831. However, if for the
first year the charge is levied, the real property to which the charge relates has been transferred
or conveyed to a bona fide purchaser for value, or if a lien of a bona fide encumbrance for value
has been created and attaches thereon, prior to the date on which the first installment of such
taxes appear on the roll, then the charge shall not result in a lien against the property, but
instead shall be transferred to the unsecured roll for collection.
Section 8. If a property owner subject to these rates and charges questions the
classification of the owner's property for fiscal year 2005-06, or claims that an error has been
made with respect to the implementation of the rates and charges or the application of the rates
and charges to the owner's property for that fiscal year, such property owner must appeal the
levy by filing an appeal with the Secretary of the TCSD before 5:00 p.m. on December 1, 2005,
pursuant to procedures established by the TCSD, in order to be considered under the appeal of
classification or correction of errors program.
Section 9. If a property owner subject to these rates and charges believes that
payment of the rates and charges for fiscal year 2005-06 would create a hardship for that
properly owner during that fiscal year, such property owner must appeal the levy by filing a
hardship appeal with the Secretary of the TCSD before 5:00 p.m. on December 1, 2005,
pursuant to procedures established by the TCSD, in order to be considered under the hardship
appeal program.
R:/TCSD Resos 2003/TCSD 03-_ 2
Section 10. Pursuant to the California Environmental Quality Act (CEQA), the
levy and collection of these rates and charges is exempt from CEQA pursuant to Public
Resources Code Section 21080(b)(8) and Section 15273 of the State CEQA Guidelines
because the rates and charges are necessary to maintain existing improvements within the
TCSD. Additionally, both the City Council and the Riverside County Local Agency Formation
Commission have duly considered the environmental impacts of the proposed Redhawk
Annexation and each have adopted a Negative Declaration indicating that all adverse
environmental impacts from the Redhawk Annexation have been mitigated.
Section 11. The Secretary of the TCSD shall certify to the adoption of this
Resolution.
Section 12. The rates and charges adopted by this resolution shall take effect
on July 1, 2005 only if they are approved by a two-thirds (2/3) vote of the electorate within the
Redhawk Annexation Area voting at an election to be held on March 2, 2004, in accordance
with the requirements of California Constitution Article XIII D.
PASSED, APPROVED AND ADOPTED by the Board of Directors of the Temecula
Community Services District this 25th day of November, 2003.
Jeff Comerchero
President
ATTEST:
Susan W. Jones, CMC
City Clerk/Agency Secretary
[SEAL]
R:/'rCSD Resos 2003/'rCSD 03-._. 3
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Susan W. Jones, CMC, Secretary for the Temecula Community Services District, do
hereby certify that foregoing Resolution No. CSD 03- was duly and regularly adopted by the
Board of Directors of the Temecula Community Services District at a regular meeting thereof
held this 25th day of Novmeber, 2003, by the following vote:
AYES: DIRECTORS:
NOES: DIRECTORS:
ABSENT:
DIRECTORS:
ABSTAIN:
DIRECTORS:
Susan W. Jones, CMC
City Clerk, Distri~ Secre~ry
R:/TCSD Resos 2003/TCSD 03-__ 4
ORDINANCE NO. 03-
AN ORDINANCE OF THE CITY OF TEMECULA, CALIFORNIA,
LEVYING A SPECIAL TAX TO FINANCE THE OPERATION,
MAINTENANCE AND SERVICING OF PUBLIC PARKS AND
RECREATIONAL FACILITIES, RECREATIONAL AND
COMMUNITY SERVICES PROGRAMS, MEDIAN
LANDSCAPING, ARTERIAL STREET LIGHTS AND TRAFFIC
SIGNALS WITHIN THE REDHAWK ANNEXATION AREA TO BE
ANNEXED TO THE CITY OF TEMECULA AS PART OF THE
REORGANIZATION DESIGNATED BY THE RIVERSIDE
COUNTY LOCAL AGENCY FORMATION COMMISSION AS
LAFCO 2003-26-03 SUBJECT TO A TWO-THIRDS VOTER
APPROVAL OF VOTERS WITHIN THE REDHAWK
ANNEXATION AREA
THE CITY COUNCIL OF THE CiTY OF TEMECULA, CALIFORNIA DOES HEREBY
ORDAIN AS FOLLOWS:
Section 1. On March 4, 1997 the voters of the City of Temecula approved Ordinance
No. 96-21 of the City of Temecula, levying a special tax to finance the operation, maintenance
and servicing of public parks and recreational facilities, recreational and community services
programs, median landscaping, arterial street lights and traffic signals throughout the City of
Temecula.
Section 2. By its Resolution No. 03-~, the Riverside County Local Agency Formation
Commission ordered the reorganization designated as LAFCO 2003-26-3, a reorganization to
include annexation of Redhawk to the City of Temecula and the Temecula Community Services
District and concurrent detachment from County Service Areas 143 and 152 and the Riverside
County Waste Resources Management District ("Redhawk Annexation"). The Redhawk
Annexation specifies the area to be annexed to the City of Temecula and the Temecula
Community Services District, which area includes the Redhawk Specific Plan Area ("Redhawk
Annexation Area"). Such reorganization was ordered subject to two-thirds (2/3) voter approval
by voters voting in the Redhawk Annexation Area of a special tax against parcels within that
territory for the maintenance, operation and servicing of public parks, recreational facilities,
recreational and community services programs, median landscaping, arterial street lights and
traffic signals.
Section 3. Pursuant to the authority of Article Xl, Section 7 of the California
Constitution, Government Code Section 37100.5, and other applicable law, there is hereby
levied and assessed a special tax by the City of Temecula on each parcel of property in the
Redhawk Annexation Area, commencing with fiscal year 2005-06.
Section 4. The maximum amount of said special tax for each fiscal year shall by $74.44
per single-family residential dwelling unit, $53.83 per multi-family residential dwelling unit,
$148.88 per acre of vacant property in a residential zone, $297.76 per acre of vacant property in
a non-residential zone, $446.64 per acre of non-residential improved property, and $37.22 per
acre for agricultural uses.
Section 5. The special tax imposed by this ordinance shall be collected in the same
manner, on the same dates, and shall be subject to the same penalties and interest as other
R:/Ords 2003lOrds 03-__ 1
charges and taxes fixed and collected by the County of Riverside on behalf of the City of
Temecula. Said special tax, together with all penalties and interest thereon, shall constitute a
lien upon the parcel upon which it is levied until it has been paid, and said special tax, together
with all penalties and interest thereon, shall, until paid, constitute a personal obligation to the
City of Temecula by the persons who own the parcel on the date the tax is due.
Section 6. The revenue raised by the special tax imposed by this ordinance shall be
placed in a special fund to be used only for the purposes of operating, maintaining, and
servicing public parks and recreational facilities, recreational and community services programs,
median landscaping, arterial street lights and traffic signals throughout the City of Temecula and
administrative expenses incurred by the City in connection therewith.
Section 7. The City Council, by three (3) affirmative votes, is empowered to establish
the amounts of the special tax levy annually each fiscal year, in amounts not to exceed the
maximum amounts specified in Section 2 of this ordinance, as is required to provide an
adequate level of service in accordance with the purposes set forth in this ordinance.
Section 8. The City Council shall be empowered to amend this ordinance by three (3)
affirmative votes of the members thereof for the purposes of carrying out the general purposes
of this ordinance in order to conform to state law that permits the County Tax Collector, or other
proper official, to collect a special tax such as is levied by this ordinance in conjunction with
County taxes or in order to assign duties pursuant to the ordinance to other officers.
Section 9. No section of this ordinance shall be construed to permit, and the City
Council is expressly prohibited from, increasing the amounts of the special tax imposed by this
ordinance beyond the maximum amounts set forth in this ordinance.
Section 10. A property owner subject to the special tax may appeal the amount of the
special tax to be levied on such property owner's property pursuant to standards and
procedures established by resolution of the City Council.
Section 11. If a property owner subject to the special tax believes that payment of the
special tax during a specific fiscal year would create a hardship for that property owner during
that fiscal year, such property owners may appeal the levy by filing a hardship appeal pursuant
to standards and procedures established by resolution of the City Council.
Section 12. The special tax imposed by this ordinance shall not be imposed upon a
federal or state governmental agency or another local governmental agency or upon any parcel
of property that is exempt from the special tax imposed by this ordinance pursuant to any
provision of the Constitution or any paramount law.
Section 13. If any provision of this ordinance or the application thereof to any person or
circumstances is held invalid or unconstitutional by any court of competent jurisdiction, such
invalidity or unconstitutionality shall not affect any other provision or applications, and to this end
the provisions of this ordinance are declared to be severable. The City Council, and the
electorate by referendum, do hereby declare that they would have adopted this ordinance and
each section, subsection, sentence, clause, phrase, part or portion thereof, irrespective of the
fact that any one or more sections, subsections, clauses, phrases, parts or portions thereof, be
declared invalid or unconstitutional.
R:/Ords 2003lOrds 03-__ 2
Section 14. This ordinance, or any provisions thereof other than those provisions, if
any, which provide for modification by the City Council of the City of Temecula, may only be
amended or repealed by approval of two-thirds (2/3) of the voters voting on the ordinance or
provisions thereof at any initiative or referendum election.
Section 15. This ordinance shall be referred to, and shall be effective only if approved
by two-thirds (2/3) of, the electorate residing within the Redhawk Annexation Area to be
annexed to the City of Temecula as part of the reorganization designated as LAFCO 2003-26-3
voting at an election to be held on March 2, 2004. This ordinance shall go into effect ten (10)
days after the City Council has, by resolution, declared that this ordinance was approved by
two-thirds (2/3) of the voters voting therein, and the tax levied by this ordinance shall be
imposed commencing with the 2005-06 fiscal year. As an ordinance relating to taxes for the
usual and current expenses of the City and as an ordinance subject to the two-thirds (2/3) voter
approval, this ordinance may be adopted on its first reading and without the 30 day waiting
period as a tax ordinance and an urgency ordinance for the reasons set forth above pursuant to
Government Code Sections 36934 and 36937.
Section 16. The City Clerk shall certify to the passage and adoption of this ordinance
and shall cause same to be published as required by law.
PASSED, APPROVED AND ADOPTED by the City Council of the City of Temecula this
16th day of December, 2003.
Jeffrey E. Stone, Mayor
A'T'rEST:
Susan W. Jones, CMC
City Clerk
[SEAL]
R:/Ords 2003/Ords 03-~ 3
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Susan W. Jones, CMC, City Clerk of the City of Temecula, California, do hereby certify
that the forgoing Ordinance No. 03- was duly introduced and placed upon its first reading at a
regular meeting of the City Council ~'~ the 25th day of November, 2003, and that thereafter, said
Ordinance was duly adopted and passed at a regular meeting of the City Council of the City of
Temecula on the 16th day of December, 2003 by the following roll call vote:
AYES:
COUNCIL MEMBERS:
NOES:
COUNCIL MEMBERS:
ABSENT:
COUNCIL MEMBERS:
ABSTAIN:
COUNCIL MEMBERS:
Susan W. Jones, CMC
City Clerk
R:/Ords 2003lOrds 03-__ 4
RESOLUTION NO. 03-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA, REQUESTING THE SERVICES OF THE COUNTY
REGISTRAR OF VOTERS TO CONDUCT THE SPECIAL
MUNICIPAL ELECTION TO BE HELD ON TUESDAY, MARCH 2,
2004
WHEREAS, the City Council of the City of Temecula, California, has called a Special
Municipal Election to be held on Tuesday, March 2, 2004, for the purpose of holding an advisory
election and placing a measure on the ballot.
WHEREAS, it is desirable that the General Municipal Election be conducted by the County
Registrar of Voters on March 2, 2004 within the City establishing the precincts, polling places and
election officers, and that the Registrar of Voters of the County of Riverside canvass the returns of
the Special Municipal Election;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TEMECULA DOES
RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS:
Section 1. That pursuant to Sections 10002 and 10403 of the Elections Code of the
State of California, the Registrar of Voters of the County of Riverside is hereby requested to conduct
the Special Municipal Election on Tuesday, March 2, 2004, for the purpose of holding an advisory
election and a special election within the territory to be annexed to the City of Temecula (LAFCO
2003-26-3).
Section 2. That, except for those services routinely conducted by the City Clerk,
delegation is hereby made to the county elections department of the powers and duties of the
elections officer for the City of Temecula to conduct said election in accordance with all applicable
laws and procedures.
Section 3. That, in all particulars not recited in this Resolution, said election shall be held
and conducted as provided by law for holding municipal elections in said City.
Section 4. That the City of Temecula recognizes that additional costs will be incurred by
the County, by reason of this consolidation, and agrees to reimburse the County for such additional
costs.
Section 5. That the Registrar of Voters of the County of Riverside is hereby authorized,
instructed and directed to give such further or additional notice of said election, in time form and
manner as required.
Section 6. That said Registrar of Voters is hereby authorized to canvass the returns of
said Special Municipal Election.
Section 7. That the City Clerk is hereby directed to file a certified copy of this Resolution
with the Board of Supervisors, the county elections department of the County of Riverside and with
the County Clerk.
Section 8. The City Clerk shall certify to the passage and adoption of this resolution.
Resos\Elec'don Resol-March 2004 1
PASSED, APPROVED AND ADOPTED, this 25th day of November, 2003.
ATTEST:
Jeffrey E. Stone, Mayor
Susan W. Jones, CMC
City Clerk
[SEAL]
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE
CITY OF TEMECULA )
) SS
I, Susan W. Jones, CMC, City Clerk of the City of Temecula, Califomia, do hereby certifij that
Resolution No. 03- was duly and regularly adopted by the City Council of the City of Temecula
at a regular meetir{g thereof held on the 25th day of November, 2003, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
COUNClLMEMBERS:
COUNCILMEMBERS:
COUNCILMEMBERS:
COUNCILMEMBERS:
Susan W. Jones, CMC
City Clerk
Resos\Election Resol-March 2004 2
RESOLUTION NO. 03-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA, CALIFORNIA, CALLING AND GIVING NOTICE OF
THE HOLDING OF A SPECIAL MUNICIPAL ELECTION TO BE
HELD ON TUESDAY, MARCH 2, 2004, FOR THE PLACEMENT OF
A SPECIAL MEASURE ON THE BALLOT
WHEREAS, under the provisions of the laws relating to general law cities in the State of
California a General Municipal Election shall be held on March 2, 2004, for holding a special
advisory election and placing a measure on the ballot;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TEMECULA DOES
RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS:
Section 1. That pursuant to the requirements of the laws of the State of California
relating to General Law Cities, there is called and ordered to be held in the City of Temecula,
California, on Tuesday, March 2, 2004, a Special Municipal Election for the purpose of holding a
special advisory election and placing a measure on the ballot.
Section 2.
required by law.
That the ballots to be used at the election shall be in form and content as
Section 3. That the City Clerk is authorized, instructed and directed to procure and
furnish any and all official ballots, notices, pdnted matter and all supplies, equipment and
paraphernalia that may be necessary in order to properly and lawfully conduct the election.
Section 4. That the polls for the election shall be open at seven o'clock AM on the day of
the election and shall remain open continuously from that time until eight o'clock PM of the same
day when the polls shall be closed, except as provided in Section 14301 of the Elections Code of
the State of California.
Section 5. That in all particulars not recited in this resolution, the election shall be held
and conducted as provided by law for holding municipal elections.
Section 6. That notice of the time and place of holding the election is given and the City
Clerk is authorized, instructed and directed to give further or additional notice of the election, in time,
form and manner as required by law.
Section 7.
Resolution.
That the City Clerk shall certify to the passage and adoption of this
Election Reso2-March 2004 1
PASSED, APPROVED AND ADOPTED, this the 25t~ day of November, 2003.
ATTEST:
Jeffrey E. Stone, Mayor
Susan W. Jones, CMC
City Clerk
[SEAL]
STATE OF CALIFORNIA )
COUNTYOF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Susan W. Jones, CMC, City Clerk of the City of Temecula, do hereby certify that
Resolution No. 03- was duly and regularly adopted by the City Council of the City of Temecula
at a regular meetir~g thereof held on the 25th day of November, 2003, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
COUNClLMEMBERS:
COUNCILMEMBERS:
COUNCILMEMBERS:
COUNCILMEMBERS:
Susan W. Jones, CMC
City Cle~
Election Reso2-March 2004 2
RESOLUTION NO. 03-
A RESOLUTION OF THE CITY COUNCIL OF THE CiTY OF
TEMECULA ORDERING, CALLING AND GIVING NOTICE OF
AN ADVISORY ELECTION AND A SPECIAL ELECTION TO BE
HELD WITHIN THE TERRITORY TO BE ANNEXED TO THE
CITY OF TEMECULA AND THE TEMECULA COMMUNITY
SERVICES DISTRICT AS PART OF THE REORGANIZATION
DESIGNATED AS LAFCO NO. 2003-26-3 (REDHAWK) ON
TUESDAY, MARCH 2, 2004, FOR SUBMISSION TO THE
VOTERS OF MEASURES RELATING TO THE ANNEXATION
OF SUCH TERRITORY, THE LEVY OF A SPECIAL TAX WITHIN
SUCH TERRITORY, AND THE ADOPTION OF RATES AND
CHARGES WITHIN SUCH TERRITORY; AND REQUESTING
THAT THE BOARD OF SUPERVISORS OF THE COUNTY OF
RIVERSIDE CONSOLIDATE SUCH ADVISORY ELECTION AND
SPECIAL ELECTION WITH THE REGULAR ELECTION OF THE
COUNTY TO BE HELD ON THAT DATE
THE CITY COUNCIL OF THE CITY OF TEMECULA HEREBY FINDS, RESOLVES,
DECLARES, DETERMINES AND ORDERS AS FOLLOWS:
Section 1. Pursuant to the requirements of Article XIIIA, Article XIIIC, and Article XIIID
of the California Constitution, and pursuant to Resolution No. 03-__ of the Local Agency
Formation Commission of the County of Riverside (LAFCO), there is hereby called and ordered
to be held within the territory to be annexed to the City of Temecula and the Temecula
Community Services District as part of the reorganization designated as LAFCO No. 2003-26-3
on Tuesday, March 2, 2003, an advisory election and a special election for the purpose of
submitting to the qualified voters of such territory an advisory measure regarding the proposed
annexation, a proposition authorizing the City to levy a special tax within such territory, and a
proposition authorizing the Temecula Community Services District to adopt rates and charges
within such territory.
Section 2. The measure to be submitted to all of the voters in the area to be annexed
shall be substantially as follows:
ADVISORY VOTE ONLY PURSUANT TO ELECTIONS CODE 9603
ANNEXATION OF REDHAWK TO CITY OF TEMECULA (MAJORITY
VOTE): Shall the annexation of the Redhawk Annexation Area to the
city of Temecula and the Temecula Community Services District, along
with the concurrent detachment from County Service Areas 143 and
152 and the Riverside County Waste Resources District, pursuant to
Riverside County LAFCO Application No. 2003-26-3 be approved?
Yes
No
R:/Election Reso3-March 2004 1
ANNEXATION OF REDHAWK (TVVO-THIRDS VOTER APPROVAL
REQUIRED): Shall Ordinance No. __ of the City of Temecula be
adopted replacing the existing County Service Area No. 143 and 152
tax levied against parcels within the Redhawk Annexation Area with the
City's special tax which shall only be used for parks, recreation facilities,
recreation and community services programs, median landscaping,
arterial street lights and traffic signals as part of the annexation of the
Redhawk Annexation Area to the City of Temecula.
Yes
No
ANNEXATION OF REDHAWK (TWO-THIRDS VOTER APPROVAL
REQUIRED): Shall Resolution No. of the Board of Directors of the
Temecula Community Services District be adopted replacing existing
County Service Area No. 143 and 152 assessments and charges levied
against parcels within the Redhawk Annexation Area with rates and
charges which shall only be used for residential street lighting as part of
the annexation of the Redhawk Annexation Area to the Temecula
Community Services District
Yes
Section 3. The text of the proposed ordinance to be submitted to the voters is attached
hereto in substantially the form of Exhibit A and incorporated herein by reference. The type of
tax, the rate of tax, and the method of collection are stated therein.
Section 4. The text of the proposed resolution to be submitted to the voters is attached
hereto in substantially the form of Exhibit B and incorporated herein by reference.
Section 5. The polls for the election shall be open at seven o'clock a.m. of the day of
the election and shall remain open continuously from that time until eight o'clock p.m. of the
same day when the polls shall be closed, except as provided in Elections Code Section 14401.
Section 6. In all particulars not recited in this Resolution, the election shall be held and
conducted as provided by law for holding City elections.
Section 7. Notice of the time and place of holding the election is hereby given and the
City Clerk is hereby authorized, instructed and directed to give further or additional notice of the
election, in the time, form and manner as required by law.
Section 8. Pursuant to the requirements of Sections 9603 and 10403 of the Elections
Code, the Board of Supervisors of the County of Riverside is hereby requested to consent and
agree to the consolidation of the advisory election and special election with the County's regular
election to be held on Tuesday, March 2, 2004.
Section 9. The Registrar of Voters of the County of Riverside is hereby authorized to
canvass the returns of the advisory election and special election.
R:/Election Reso 3-March 2004 2
Section 10. Pursuant to Elections Code Section 10002, the Board of Supervisors of the
County of Riverside is hereby requested to issue instructions to the County Registrar of Voters
and all County officers charged with duties pertaining to the election to take any and all steps
necessary for the holding of the election, including the preparation of necessary materials.
Section 11. The City shall reimburse the County of Riverside for services performed
when the work is completed and upon presentation to the City of a properly approved bill.
Section 12. The City Council hereby directs the City Clerk to transmit a copy of the
measure to the City Attorney. The City Attorney shall prepare an impartial analysis of the
measure showing the effect of the measure on the existing law and the operation of the
measure. The impartial analysis shall be filed by the date set by the City Clerk for the filing of
primary arguments.
Section t3. The City Council, the officem and staff of the City and the City's legal
counsel are hereby authorized and directed to take such further action as may be necessary or
appropriate in preparing for and conducting the election.
PASSED, APPROVED AND ADOPTED by the City Council of the City of Temecula this
25th day of November, 2003.
ATTEST:
Jeffrey E. Stone, Mayor
Susan W. Jones, CMC
City Clerk
[SEAL]
R:/Election Reso 3-March 2004 3
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Susan W. Jones, CMC, City Clerk of the City of Temecula, California, do hereby
certify that Resolution No. 03- was duly and regularly adopted by the City Council of the
City of Temecula at a regular meeting thereof held on the 25th day of November, 2003, by the
following vote:
AYES:
COUNCILMEMBERS:
NOES:
COUNCILMEMBERS:
ABSENT:
COUNCILMEMBERS:
ABSTAIN:
COUNCILMEMBERS:
Susan W. Jones, CMC
City Clerk
R:/Election Reso 3-March 2004 4
RESOLUTION NO. 03-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA, CALIFORNIA, PROVIDING FOR THE FILING OF
REBUTTAL ARGUMENTS AND CITY ATTORNEY'S IMPARTIAL
ANALYSIS FOR CITY MEASURES SUBMITTED AT MUNICIPAL
ELECTIONS
WHEREAS, Section 9220 and 9285 of the Elections Code of the State of California
authorizes the City Council, by majority vote, to adopt provisions to provide for the filing of rebuttal
arguments for city measures submitted at municipal elections;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TEMECULA DOES
RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS:
Section 1. That pursuant to Sections 9220 and 9285 of the Elections Code of the State
of California, when the City Clerk has selected the arguments for and against the measure which will
be printed and distributed to the voters, the City Clerk shall send copies of the argument in favor of
the measure to the authors of the argument against, and copies of the argument against to the
authors of the argument in favor. The authors may prepare and submit rebuttal arguments not
exceeding 250 words. The rebuttal arguments shall be filed with the City Clerk not more than 10
days after the final date for filing direct arguments. Rebuttal arguments shall be printed in the same
manner as direct arguments. Each rebuttal argument shall immediately follow the direct argument
which it seeks to rebut.
Section 2.
Code § 9280.
City Attomey is directed to prepare an impartial analysis pursuant to Election
Section 3. That all previous resolutions providing for the filing of rebuttal arguments for
city measures are repealed.
Section 4. That the provisions of Section 1 shall apply at the next ensuing special
municipal election and at each municipal election after that time.
Section 5. That the City Clerk shall certify to the passage and adoption of this Resolution
and enter it into the book of original Resolutions.
PASSED, APPROVED AND ADOPTED, this 25th day of November, 2003.
ATTEST:
Jeffrey E. Stone, Mayor
Susan W. Jones, CMC
City Clerk
[SEAL]
Resos\Election Reso4-March 2004 1
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Susan W. Jones, CMC, City Clerk of the City of Temecula, do hereby certify that
Resolution No. 03- was duly and regularly adopted by the City Council of the City of Temecula
at a special meetir~g thereof held on the 25th ay of November, 2003, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
COUNCILMEMBERS:
COUNCILMEMBERS:
COUNCILMEMBERS:
COUNCILMEMBERS:
Susan W. Jones, CMC
City Clerk
Resos\ElectionReso4-March 2004 2
ITEM 5
APPROVAL
CITY ATTORNEY ~
DIRECTOR OF FIN~I~
CITY MANAGER ~
TO:
FROM:
DATE:
SUBJECT:
CITY OF TEMECULA
AGENDA REPORT
Board ~
of Directors
Herman D. Parker, Director of Community Service
November 25,2003
Naming of Harveston Park Site
PREPARED BY:
Cathy McCarthy, Development Services Administrator
RECOMMENDATION: That the Board of Directors approve the name 'Harveston
Community Park' for a 19.5 acre park site in the Harveston Development as recommended by
the Community Services Commission.
BACKGROUND: Harveston is a large Specific Plan development in northern part of
the City east of Interstate 15. As part of this project, the developer is conditioned to construct
and dedicate a 19.5 acre community park to the City of Temecula. Lennar has recently begun
construction of this park site.
The park will include two dedicated full size lighted soccer fields; 2 lighted ball fields; age
appropriate play areas; a large group picnic area; community building;
restroom/concession/maintenance building; parking with approximately 300 spaces; benches;
tables; drinking fountains and walkways.
Pursuant to City policy, the Community Services Commission forwards recommendations to the
Board of Directors regarding the naming of the City's parks and recreation facilities. At their
meeting November 10, 2003, the Commission approved a motion to recommend that the name
'Harveston Community Park' be forwarded to the Board for this site.
The Community Services Commission selected 'Harveston Community Park' as the name for
the 19.5 acre park site because the park is located within the Harveston Development on
Harveston Drive.
The Board may approve this name or select another name of their choice.
FISCAL IMPACT:
None
ATFACHMENTS:
Conceptual Master Plan
List of Proposed Park Names
Resolution No. ¢SD 92-08: Naming Parks and Recreation Facilities
CITY OF TEMECULA
COMMUNITY SERVICES DEPARTMENT
PROPOSEDPARKNAMES
November 2003
The following is a list of names for various park sites within the City of Temecula.
These names were compiled through a community wide park naming campaign,
which requested residents of the City of Temecula to submit names for their local
park sites to be constructed in the future.
The Community Services Commission may select one of these names or another
name of their choice, based on the geographical location of the park, a geological
feature of the site, or they may name the facility after an individual that has made
a significant contribution towards parks, recreation or community services in
Temecula, or has played a vital role in the development of this community.
Walter Vail Park
Palomar Mountain Park
Kit Carson Park
Immigrant Trail Park
Ramona Wolf Park
Roripaugh Park
Vineyard Park
Palomino Park
Santa Rosa Park
Patricia H. Birdsall Park
Ron Parks Park
Toddler Park
Tony Tobin Park
Columbia Memorial Park
Tuscany Hills Park
Verde Valle Park
Kingston Park
Wine Country Park
Jewel of Crowne Hill Park
Kaiser Park
Palomar Park
Sunset Park
Luiseno Park
Cattleman Park
Erie Stanley Gardner Park
Wolf Valley Park
Vaqueros Park
Eve Craig Park
Temecula Creek Park
Mountain View Park
Ronald Reagan Park
City View Park
Columbia Park
President's Park
Good Neighbor Park
Fun City Park
Pauba Meadows Park
Pauba Park
Grace Mellman Park
R:~ZIGLERG\LISTS~ark Names.doc
RESOLUTION NO. CSD 92-08
A RESOLUTION OF THE BOARD OF DIRECTORS
OF THE TEMECULA COMMUNITY SERVICES
DISTRICT ADOPTING A POLICY FOR NAMING
PARKS AND RECREATION FACILITIES
WIqFREAS, on April 23, 1991, the Board of Directors (the "Board") adopted a policy
for naming parks and recreation facilities; and
WHEREAS, the Community Services District and the Parks and Recreation Commission
requests that the aforementioned policy be adopted by resolution;
NOW, TI4EREFORE, THE BOARD OF DIRECTORS OF THE TEMECULA
COMIV/UNITY SERVICES DISTRICT DOES HEREBY, RESOLVE, DETF_,RIVI]NE AND
ORDER AS FOLLOWS:
Section 1. That the policy for naming parks and recreation facilities as set forth on
Exhibit ~A" is adopted establishing a uniform policy and procedure that identifies criteria for
the naming of parks and recreation facilities,
PASSED, APPROVED AND ADOPTED this 8th day of September, 1992.
Ronald J. Parks, President
ATFEST:
AL]Greek, City
R¢~ C$D 92-08
STATE OF CALIFORNIA)
COUNTY OF RIVERSIDE) SS
CITY OF TEMECULA )
I, June S. Greek, City Clerk of the City of Temecula, HEREBY DO CERTIFY that the
foregoing Resolution No. CSD 92-08 was duly adopted at a regular meeting of the City Council
of the City of Temecula on the 8th day of September 1992 by the following roll call vote.
AYES: 5 DIRECTORS:
Birdsall, Moore, Lindemans, Mufioz
Parks~
NOES: 0 DIRECTORS: None
ABSENT: 0 DIRECTORS: None
ne S. Gree'k~
Re~.oa CSD 92~08
Exhibit "A"
TEMECULA COMMUNITY SERVICES DISTRICT
Naming Parks and Recreation Facilities
PURPOSE
To establish a uniform policy and procedure that identifies
criteria for the naming of parks and recreation facilities.
POLICY
The Park and Recreation Commission will be responsible for the
selection of names for parks and recreation facilities. Once a
name is selected, it will be forwarded to the Board of Directors
for ratification. Staff will be responsible for encouraging
citizens and community organizations to suggest possible names that
will then be forwarded to the Commission for consideration.
At a minimum, each park and community building will be designated
a name. Naming of specific areas within a park (garden, swimming
pool, lake, ballfield, etc.) is acceptable but should be kept to a
minimum to avoid confusion. No park shall be given a name which
might be perceived as controversial by the community. Ail names
selected shall be acceptable and meaningful to a majority of the
neighborhood/community where the park or recreation facility is
located.
Priority in naming sites shall be given to geographical locations,
historic significance or geologic features. No park shall.'be named
for a person, except where an individual has made a significant
financial contribution toward the acquisition and/or development of
the park or facility, or has been an outstanding long-time
community leader who has supported open space and recreational
activities.
All park and recreation facilities will be designated a formal name
within six months of acquisition or construction. Ail parks shall
have an entrance sign. Buildings will have an entrance sign and a
plaque inside the facility for name identification.
The name of a park or recreation facility may be changed only after
a hearing is held by the Commission to receive come, unity inpu5 and
direction. No name shall be changed unless there is significant
justification and support by the community.
RESPONSIBILITY
Department
Parks and
Recreation
Commission
Department
2.
3.
4.
ACTION
Acquires a new park or recreation
facility.
Solicits possible names from community.
Fol-wards suggested names to the Parks and
Recreation Commission for consideration.
Receives any additional community input.
Selects a name for the new park or
recreation facility.
For-wards name to City Council for
ratification.
Installs the appropriate naming sign or
plaque.
TCSD
DEPARTMENTAL
REPORT
APPROVAL
CITY ATTORNEY I~V~V
DIRECTOR OF FINAI)I4~,,E~
CITY MANAGER (' ~ ) I~''
CITY OFTEMECULA
AGENDA REPORT
TO:
FROM:
DATE:
SUBJECT:
Board of Directors ~
Herman D. Parker, Director of Community Servic
November 25, 2003
Departmental Report
PREPARED BY: Gall L. Zigler, Administrative Secretary
RHA Landscape Architects is preparing the construction documents for the improvements to Vail
Ranch Park Site "C" Pablo Apis Park adjacent to Pauba Elementary School. This project is
identified in this year's CIP. The new amenities will include a tot lot, picnic shelter, tables, benches
and walkways. The Community Services Commission reviewed and approved the conceptual
master plan at their February 11,2002 Commission meeting. This project went forward to the City
Council for approval and authorization to release a formal public bid in October.
The conceptual Master Plan for the Wolf Creek Sports Complex, a 43 acre park with parking,
restroom/concession buildings, maintenance building, four lighted basketball courts, four lighted
soccer and four lighted softball/baseball fields, tot play equipment, picnic areas and walkways, was
reviewed and approved by the Board of Directors at the January 14, 2003 meeting. The architect is
currently drafting the construction documents.
On October 28, 2003, the City of Temecula was awarded the library grant application in the amount
of $8,500,000. This project will continue through the plan check and development process.
Construction of the tenant improvements (Trs)at the Children's Museum is complete. The Tl's were
completed the first week of October. Sparks Exhibits and Environments has begun their tenant
improvements for the exhibit areas of the facility. This will include exhibit walls, electrical lighting
and finally, the exhibits themselves.
The Development Services Division continues to participate in the development review for projects
within the City including Wolf Creek, Roripaugh, Villages of Old Town and Harveston, as well as
overseeing the development of parks and recreation facilities, and the contract for refuse and
recycling, cable television services and assessment administration.
The Maintenance Division continues to oversee the maintenance of all City parks and facilities, and
assist in all aspects of Citywide special events.
R:XZIGLERGLKDEPTRPT'x 1103,doc
The Recreation Division staff is currently programming for their annual Holiday tree lighting
ceremony, Santa's Electric Light Parade, Holiday Lights and Festive Sights and Breakfast with
Santa and Snow Frolic. In addition, they are developing their Winter/Spring 2004 Guide to Leisure
Activities.
R:~ZIGLERGkXDEPTRPT~II03.doc
REDEVELOPMENT
AGENCY
ITEM 1
MINUTES OF A REGULAR MEETING
OF THE TEMECULA REDEVELOPMENT AGENCY
NOVEMBER 18, 2003
A regular meeting of the City of Temecula Redevelopment Agency was called to order at 7:33
P.M., in the City Council Chambers, 43200 Business Park Drive, Temecula.
ROLLCALL
PRESENT: 4 AGENCY MEMBERS: Comerchero, Pratt, Roberts, and
Stone
ABSENT: 1 AGENCY MEMBER: Naggar
Also present were Executive Director Nelson, City Attorney Thorson, and City Clerk Jones.
PUBLIC COMMENTS
No input.
CONSENT CALENDAR
1 Minutes.
RECOMMENDATION:
1.1 Approve the minutes of October 28, 2003.
MOTION: Agency Member Stone moved to approve Consent Calendar Item No. 1. The motion
was seconded by Agency Member Comerchero and voice vote reflected approval with the
exception of Chairman Roberts who abstained., and Agency Member Naggar who was absent.
EXECUTIVE DIRECTOR'S REPORT
No comment.
AGENCY MEMBERS' REPORTS
No comments.
R:~vlinutes.rda\l 11803 I
ADJOURNMENT
At 7:34 P.M., the Temecula Redevelopment Agency meeting was formally adjourned to
Wednesday, November 25, 2003 in the City Council Chambers, 43200 Business Park Drive,
Temecula, California.
Ron Robeds, Chairman
ATTEST:
Susan W. Jones, CMC
City Clerk/Agency Secretary
[SEAL]
R:'~vlinutes.rda\l 11803 2
RDA
DEPARTMENTAL
REPORT
APPROVAL
CITY A'I-rORNEY
FINANCE DI RECTO...I~
CITY MANAGER f ~'/
TEMECULA REDEVELOPMENT AGENCY
AGENDA REPORT
TO:
FROM:
DATE:
SUBJECT:
Executive Director/Redevelopment Agency Members
John Meyer, Redevelopment Directo~~,
November 25, 2003
Monthly Departmental Report
Attached for your information is the monthly report as of November 25, 2003 or the
Redevelopment Department.
First Time Homebuyers Pro,qram
Funding in the amount of $100,000 is available for FY 03 --04, with $24,000 funded to date.
Residential Improvement Pro,qrams
The program budget for FY 03/04 is $250,000, with $32,120 funded on 7 units.
Affordable Housinq
The Cottages of Old Town project consists of 14 new single-family detached homes and 3
rehabilitated single-family homes located on Sixth Street. The Groundbreaking ceremony was
held on February 18, 2003. Construction has begun and the project will be completed by the
end of the year. The 17 families have been selected and are in the process of qualifying for
their home mortgages.
Habitat for Humanity
Council entered into a Disposition and Development Agreement (DDA) with Habitat for
Humanity on February 11, 2003 to develop a home-ownership project within the Pujol
Neighborhood. The project located on the northwest corner of Pujol and First Streets, will
consist of 6 new single-family detached homes. The total project site is approximately 37,000
square feet with approximate lot sizes of 5,000. The houses are arranged along Pujol Street
and a private lane. The gmundbreaking was held on July 26, 2003.
R:~YERSK',MONTHLLY~NovemberO3.doc 1
Senior Housinq
Council entered into a Disposition and Development Agreement (DDA) on January 14, 2003
with Community for Better Housing (CBH) for a 66 unit affordable senior housing project on
Pujol Street. The project will be two-story garden-style apartments and project amenities, which
will include a community room, and swimming pool. Construction has begun and will be
completed by early 2004.
Old Town Community Theater
The construction drawings have been completed and the project is being prepared to go out to
bid.
The Mercantile Buildin,q Retrofit
The earthquake retrofit has been completed. The replacement of the exterior brick mortar and
the foundation work has been completed and the steel braces have been installed. The final
phase will be completed during the construction of the Old Town Community Theater.
Bail¥'s Restaurant
Council entered into a Disposition and Development Agreement (DDA) with Chris and Kim Baily
on March 25, 2003 to develop a restaurant on the property located at Old Town Front and 2nd
Street. The building will consist of casual and patio dining on the first floor with a fine dining
restaurant on the second floor. The groundbreaking was held November 20, 2003.
Facade Improvement/Non-Conforming Si,qn Proqram
The following facade improvement/sign projects are in process or have recently been
completed:
· Hitching Post
Sign Program
· Penfold Building
Sign Program - Completed
· Homes Magazine
Sign Program
· Mad Madeline's Grill
Painting Exterior - New Signs
R:~SYERSK~MONTHLLY~Iovembe~O3.doc 2
Old Town Promotions/Marketinq
· Erie Stanley Gardner Murder Mystery Weekend
The 2nd Annual Erie Stanley Gardner Murder Mystery Weekend was held in Old Town on
November 1 and 2. Last year's event won two awards: an Award of Excellence from the
California Park & Recreation Society and a Helen Putnam Honorable Mention from the
State of California.
Gardner was best known as the author of the Perry Mason mystery books and creator of
the Perry Mason television series.
The event included actors roaming around Old Town performing clues on Saturday and
Sunday. Each clue was left at all stores to help participants solve the crime. The
murder was revealed and the crime solved at 3 p.m. on Sunday.
The weekend also consisted of a Story Mystery Writing Contest previously submitted
and judged in two categories, Adult and School level. Winning entries in the adult
categories received: $200 for first place, $100 for second place, and $50 for third place.
Winning entries in the school categories received: $100 Savings Bond for first place; $75
Savings Bond for second place and $50 Savings Bond for third place. The weekend
also consisted of writing seminars held at the Temecula Valley Museum, a mystery book
fair at Sam hicks Park and a mystery solving competition.
Saturday at 6 p.m., history and old west buffs were treated to a new feature, "Around
Uncle Erie's Campfire." The evening included cowboy poetry, old tales and western
tunes. It was held at the Mary Phillips Senior Center. Documentary Film Produce
Doug Allen and Wendell Ott, Director of the Temecula valley Museum compiled a slide
show and audio clips of Gardner's ranch manager Sam Hicks. Local cowboy poets and
western musicians Ken and Phee Graydon shared their tunes.
The event was collaboration between the Temecula Valley Museum, Community
Services Department, Temecuia Valley Players, and the Redevelopment Agency.
CHRISTMAS IN OLD TOWN
The 7t~ Annual Christmas in Old Town kicked off the Holidays on Saturday, November
22. Santa entered Old Town on a Horse drawn sleigh followed by the Rodeo Girl
Queens on Horses (Reindeers). The Vintage Singers sang atop the horse drawn trolley,
joined by Musicians Workshop kids and Santa Frog. "Hers Comes Santa Claus" was
played on the city sound system throughout Old Town. The weekend consisted of
strolling carolers, food vendors and some crafts. Musicians Workshop performed at the
Wild Cactus (6th and Front Streets) on Saturday, November 22. Some uniquely talented
elves capable of juggling toys and other items juggled for spectators on December 6.
Pictures with Santa were provided both Saturday and Sunday in his mini-village on Third
and Front Street from 11:00 am to 5:00 pm. The Southwest Soccer Club asked for a
$5.00 donation for a souvenir photo print out and picture card. Pictures with Santa will
be in Old Town every Saturday and Sunday from 11:00 am to 5:00 pm through
November 22.
R:\SYERSK~MONTHLLY~Novembe~)3,doc 3
Beginning in spring 2004, the Agency will also be hosting several special events in Old
Town Temecula. These events would include The Bluegrass Festival in March,
Dixieland Jazz in April, Western Days in May, and the Street Painting in June.
R:\SYERSK~MONTHLLY~IovemberO3.doc 4
Murder
Mystery
Weekend
TEMECULA PUBLIC
FINANCING AUTHORITY
ITEM 1
MINUTES OF A REGULAR MEETING
OF THE TEMECULA PUBLIC FINANCING AUTHORITY
OCTOBER 28, 2003
A regular meeting of the City of Temecula Public Financing Authority was called to order at
8:26 P.M., in the City Council Chambers, 43200 Business Park Drive, Temecula.
ROLL CALL
PRESENT: 4 AGENCY MEMBERS: Comerchero, Naggar, Pratt, and
Stone
ABSENT: I AGENCY MEMBER: Roberts
Also present were Executive Director Nelson, Assistant City Attorney Curley, and City Clerk
Jones.
PUBLIC COMMENTS
No input.
RECONVENE CITY COUNCIL MEETING AND COMMUNITY SERVICES DISTRICT MEETING
JOINT CITY COUNCIL/TEMECULA COMMUNITY SERVICES DISTRICT/'rEMECULA
PUBLIC FINANCING AUTHORITY PUBLIC HEARING
1
Formation of Temecula Public Financinq Authority Community Facilities District No. 03-
03 0Nolf Creek)
RECOMMENDATION:
1.1
That the City Council hold a public hearing regarding the proposed bond
financing by the Temecula Public Financing Authority Community Facilities
District No. 03-03 (Wolf Creek) of various public improvements and adopt the
resolutions entitled:
RESOLUTION NO. 03-159
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA MAKING FINDINGS WITH RESPECT TO AND
APPROVING THE ISSUANCE OF BONDS BY THE TEMECULA
PUBLIC FINANCING AUTHORITY - WOLF CREEK 03-03
RESOLUTION NO. 03-160
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA APPROVING JOINT COMMUNITY FACILITIES
AGREEMENTS RELATING TO THE FINANCING OF PUBLIC
IMPROVEMENTS AND SERVICES AND IMPLEMENTATION OF
ACQUISITION AGREEMENT - WOLF CREEK
R:min utes.tpfa\102803 1
1.2 That the Temecula Community Services District adopt the resolution entitled:
1.3
1.4
RESOLUTION NO. CSD 03-20
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA COMMUNITY SERVICES DISTRICT APPROVING
JOINT COMMUNITY FACILITIES AGREEMENT RELATING TO
THE FINANCING OF PUBLIC IMPROVEMENTS AND
SERVICES - WOLF CREEK
That the Public Financing Authority hold public hearings regarding the formation
of the proposed Temecula Public Financing Authority Community Facilities
District No. 03-03 (Wolf Creek) (the "CFD"), the levy of special taxes in the CFD,
and the issuance of bonds by the Public Financing Authority for the CFD, and
adopt the resolutions entitled:
RESOLUTION NO TPFA 03-22
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA PUBLIC FINANCING AUTHORITY OF
FORMATION OF TEMECULA PUBLIC FINANCING
AUTHORITY COMMUNITY FACILITIES DISTRICT NO. 03-03
(WOLF CREEK), AUTHORIZING THE LEVY OF A SPECIAL
TAX WITHIN THE DISTRICT, PRELIMINARILY ESTABLISHING
AN APPROPRIATIONS LIMIT FOR THE DISTRICT AND
SUBMI'I-rlNG LEVY OF THE SPECIAL TAX AND THE
ESTABLISHMENT OF THE APPROPRIATIONS LIMIT TO THE
QUALIFIED ELECTORS OF THE DISTRICT
RESOLUTION NO. TPFA 03-23
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA PUBLIC FINANCING AUTHORITY DETERMINING
THE NECESSITY TO INCUR BONDED INDEBTEDNESS
WITHIN TEMECULA PUBLIC FINANCING AUTHORITY
COMMUNITY FACILITIES DISTRICT NO. 03-03 (WOLF CREEK)
AND SUBMITI'ING PROPOSITION TO THE QUALIFIED
ELECTORS OF THE DISTRICT
RESOLUTION NO. TPFA 03-24
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA PUBLIC FINANCING AUTHORITY CALLING
SPECIAL ELECTION WITHIN COMMUNITY FACILITIES
DISTRICT NO. 03-03 (WOLF CREEK)
That the Public Financing Authority hold an election regarding the CFD, and
adopt a resolution entitled:
R:min utes.tpfa\102803 2
RESOLUTION NO. TPFA 03-25
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA PUBLIC FINANCING AUTHORITY DECLARING
RESULTS OF THE SPECIAL ELECTION, AND DIRECTING
RECORDING OF NOTICE OF SPECIAL TAX LIEN AND
EXECUTION AND DELIVERY OF AN ACQUISITION
AGREEMENT - WOLF CREEK 03-03
1.5
That the Public Financing Authority introduce and read by title only an ordinance
entitled:
ORDINANCE NO. TPFA 03-02
AN ORDINANCE OF THE TEMECULA PUBLIC FINANCING
AUTHORITY LEVYING SPECIAL TAXES WITHIN TEMECULA
PUBLIC FINANCING AUTHORITY COMMUNITY FACILITIES
DISTRICT NO. 03-03 (WOLF CREEK)
Reviewing the staff report (of record) and clarifying the proposed action, Bond Counsel
Thimmig, for Mayor Pro Tem Naggar, provided additional information with regard to the steps
involved in a Community Facilities District, highlighting the following:
· That the appraisal report includes information of the properties within the District;
that it does not include information with regard to surrounding homes;
· That the taxing formula is based on the size of the home, not on the dollar
amount; that, as per State law, a tax may not be levied ad valorem; that the
levied tax is not intended as a value tax;
· That the proposed methodology has been used for Wolf Creek as well any other
Community Facilities Districts;
· That the variables are the amenities a housing tract may bring to the area.
Providing additional input, Public Works Director Hughes noted that the method of taxing is actually
based on square footage of the homes and is then tested to ensure that the does not exceed 2% of
the home value; and that the market analysis does include various selling prices in the area.
Advising that the security of the bonds is based on the appraisal of the land with only the bond
financed improvements without any homes, Mr. Thimmig noted that the appraised value must be at
least three times the value of the bonded indebtedness.
In order to further address Mayor Pro Tern Naggar's questions, Bond Counsel Thimmig advised
that the City's tax consultants will be available at the next meeting to further address his questions.
Echoing Bond Counsel Thimmig, Public Works Director Hughes reiterated that the District wilt only
finance public facilities, not private.
At this time, the public hearing was opened; there being no public input, the hearing was closed.
R:minutes.tpfa\102803 3
MOTION: Councilman Comemhero moved to approve staff recommendation 1.1. The motion was
seconded by Councilman Pratt and voice vote reflected approval with the exception of
Councilman Roberts who was absent.
MOTION: Councilman Comerchero moved to approve staff recommendation 1.2. The motion was
seconded by Councilman Pratt and voice vote reflected approval with the exception of
Councilman Roberts who was absent.
At this time, a short recess was taken in order for Assistant City Manager O'Grady to sign the four
joint community facilities agreements.
At this time, the continued public hearings were opened.
It was indicated that no property owner or registered voter within the District was present to file a
written protest.
The public hearings were closed.
MOTION: Councilman Comerchero moved to approve staff recommendation 1.3. The motion was
seconded by Councilman Pratt and voice vote reflected approval with the exception of
Councilman Roberts who was absent.
Having opened the ballots, City Clerk Jones announced the results, as follows: and Michael White
and Jeffrey Brouelette - 207 yes votes and William Griffith - 262 yes votes.
MOTION: Councilman Comerchero moved to approve staff recommendation 1.4. The motion was
seconded by Councilman Pratt and voice vote reflected approval with the exception of
Councilman Roberts who was absent.
Assistant City Attorney Curley read by title only and introduced the ordinance.
MOTION: Councilman Comerchero moved to approve staff recommendation 1.5. The motion was
seconded by Councilman Pratt and voice vote reflected approval with the exception of
Councilman Roberts who was absent.
At this time, the City Council meeting was recessed.
EXECUTIVE DIRECTOR'S REPORT
No comment.
BOARD OF DIRECTORS' REPORTS
No comments.
R:minutes.tpfa\102803 4
ADJOURNMENT
At 8:20 P.M., the Temecula Public Financing Authority meeting was formally adjourned.
A'I-rEST:
Jeffrey E. Stone, Chairman
Susan W. Jones, CMC
City Clerk/Agency Secretary
[SEAL]
R:minutes.tpfa\102803 5
ITEM 2
APPROVAL
CITY ATTORNEY
DIR.OFFINANCE
ClTY MANAGER
TO:
FROM:
DATE:
SUBJECT:
CITY OF TEMECULA
and
TEMECULA PUBLIC FINANCING AUTHORITY
AGENDA REPORT
City Council/Public Financing Authority Governing Board
City Manager/Executive Director
November 25, 2003
Formation of Temecula Public Financing Authority Community Facilities Distdct No.
03-06 (Harveston II)
RECOMMENDATION:
That the City Council hold a public headng regarding the proposed bond financing by the
Temecula Public Financing Authority Community Facilities District No. 03-06 (Harveston Ii)
of various public improvements and as necessary to eliminate a special assessment lien,
and adopt the resolutions entitled:
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA MAKING FINDINGS WITH RESPECT TO AND
APPROVING THE ISSUANCE OF BONDS BY THE TEMECULA
PUBLIC FINANCING AUTHORITY
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA APPROVING JOINT COMMUNITY FACILITIES
AGREEMENT RELATING TO THE FINANCING OF PUBLIC
IMPROVEMENTS AND IMPLEMENTATION OF ACQUISITION
AGREEMENT
2. That the Public Financing Authority hold public hearings regarding the formation of the
proposed Temecula Public Financing Authority Community Facilities District No. 03-06
(Harveston II) (the "CFD"), the levy of special taxes in the CFD, and the issuance of bonds
by the Public Financing Authority for the CFD, and adopt the resolutions entitled:
R:/Agenda Reports/Formation of TPFA 03-06 Harveston II 11 25 I
RESOLUTION NO. TPFA 03-
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA PUBLIC FINANCING AUTHORITY OF FORMATION
OF TEMECULA PUBLIC FINANCING AUTHORITY COMMUNITY
FACILITIES DISTRICT NO. 03-06 (HARVESTON II), AUTHORIZING
THE LEVY OF A SPECIAL TAX WITHIN THE DISTRICT,
PRELIMINARILY ESTABLISHING AN APPROPRIATIONS LIMIT
FOR THE DISTRICT AND SUBMITTING LEVY OF THE SPECIAL
TAX AND THE ESTABLISHMENT OF THE APPROPRIATIONS
LIMIT TO THE QUALIFIED ELECTORS OF THE DISTRICT
RESOLUTION NO. TPFA 03-
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA PUBLIC FINANCING AUTHORITY DETERMINING
THE NECESSITY TO INCUR BONDED INDEBTEDNESS WITHIN
TEMECULA PUBLIC FINANCING AUTHORITY COMMUNITY
FACILITIES DISTRICT NO. 03-06 (HARVESTON II) AND
SUBMITTING PROPOSITION TO THE QUALIFIED ELECTORS OF
THE DISTRICT
RESOLUTION NO. TPFA 03-
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA PUBLIC FINANCING AUTHORITY CALLING SPECIAL
ELECTION WITHIN COMMUNITY FACILITIES DISTRICT NO. 03-06
(HARVESTON II)
3. That the Public Financing Authority hold an election regarding the CFD, and adopt the
resolution entitled:
RESOLUTION NO. TPFA 03-
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA PUBLIC FINANCING AUTHORITY DECLARING
RESULTS OF SPECIAL ELECTION AND DIRECTING
RECORDING OF NOTICE OF SPECIAL TAX LIEN
4. That the Public Financing Authority have the first reading of the ordinance entitled:
ORDINANCE NO. TPFA 03-
AN ORDINANCE OF THE TEMECULA PUBLIC FINANCING
AUTHORITY LEVYING SPECIAL TAXES WITHIN TEMECULA
PUBLIC FINANCING AUTHORITY COMMUNITY FACILITIES
DISTRICT NO. 03.06 (HARVESTON II)
R:/Agenda Reports/Formation of TPFA 03-06 Harveston II 11 25 2
BACKGROUND: Harveston, LLC, a Delaware limited liability company, has submitted a petition
to the Authority requesting that the Authority form a community facilities distdct (the "CFD") to
provide funds to finance various public improvements to be constructed in the City of Temecula.
The CFD will only include land owned by Harveston, LLC and related entities.
On October 22, 2003, the Authority adopted two resolutions related to the formation of the CFD (the
"Resolutions of Intention"), expressing the intent of the Board of Directors of the Authority to
establish the CFD and for the CFD to incur bonded indebtedness to finance public improvements
necessitated by development to occur in the CFD. The Resolutions of Intention called for public
hearings regarding the CFD to occur on November 25, 2003.
The City has published a notice of public hearing for November 25, 2003, with respect to yet
another, different public headng that the City Council must hold under applicable State law for the
Authority to be able to issue bonds for the CFD. The headng is to allow the public to provide
testimony on the public purposes of the Authority's planned issuance of bonds for the CFD to
finance public improvements.
In addition to the public hearing that must be held by the City Council prior to the issuance of bonds
for the CFD, State law also requires that the City enter into a joint community facilities agreement
with the Authority recognizing that some of the improvements to be financed by the CFD will be
owned by the City. A joint community facilities agreement has been drafted by Bond Counsel, and
Staff recommends that the agreement be approved by the City Council and immediately be
executed by the City and the Authority so that the formation of the CFD can proceed. In addition to
meeting State statutory requirements, the agreement provides that the City will assist the Authority in
connection with the use of bond proceeds to acquire public improvements.
As stated above, the public headngs by the Authority were called pursuant to the resolutions of
intention to occur November 25t~. The Board of Directors of the Authority will hold the Authority
public hearings concurrently. At the hearings, the testimony of all interested persons or taxpayers
for or against the establishment of the CFD, the extent of the CFD, the lien to be eliminated and the
facilities to be financed by the CFD and the issuance of bonds for the CFD must be heard. Any
person interested is authorized to file a protest in writing. As the land proposed to be included in the
CFD is all currently owned by Harveston, LLC and related entities, and there are no known
registered voters residing in the proposed CFD, only Harveston, LLC and its related entities that own
land in the CFD have legal standing to formally protest the formation or any particular aspects of the
CFD.
A report has been filed by the Director of Public Works of the City with the Authority Secretary, as
required by the resolutions of intention, indicating the proposed boundaries of the CFD, the facilities
to be financed by the CFD, and the estimated costs thereof.
Following the closing of the public hearings, the four current owners of land in the CFD (collectively,
the "Landowners"), have requested that the Authority take the actions necessary to officially form the
CFD, to authorize the levy of special taxes in the CFD and to authorize the incurrence of bonded
indebtedness by the CFD. Staff recommends that the Authority adopt resolutions of formation and
of necessity to incur bonded indebtedness, and the resolution calling a special election of the
Landowners in the CFD. The resolution of formation of the CFD also approves a supplement to an
Acquisition Agreement with Harveston, LLC whereby Harveston, LLC will agree to construct all of
the improvements to be financed by the CFD. The resolution of formation also provides for the
future annexation of property to the CFD, upon the approval of the affected landowner.
Ballots for the election have already been delivered to the Landowners, and are expected to have
been returned tothe City Clerk, acting as Secretary of the Authority, prior to November 25th. Bylaw,
the Landowners are given one vote for each acre of land or portion thereof that they own within the
R;/Agenda Reports/Formafion of TPF A O3-O6 Harveston l11125 3
boundaries of the CFD. The only eligible voters are Harveston, LLC and its related entities Lennar
Homes of California, Inc., LEN-Inland, LLC and PLC Harveston, LLC, as the owners of all of the
land within the boundaries of the CFD, as such boundaries are indicated on the boundary map for
the CFD on file with the Authority Secretary.
The City Clerk, as Secretary to the Authority, will be requested to canvass the election immediately
after adoption of the resolution calling the election.
If two thirds or more of the votes cast are in favor of the CFD, the Authority is then requested to
adopt a resolution declaring the results of the election and providing for the recording of a notice of
special tax lien with the County Recorder. The notice provides all future property owners in the
Harveston II development with knowledge of the existence of the Authority's special taxing powers.
The Authority is then requested to have the first reading of an ordinance levying special taxes. The
ordinance permits special taxes to be levied only on property located in the CFD. It is expected that
special taxes will be levied to pay debt service on bonds proposed to be issued for the CFD, and to
pay for the costs of administering the CFD. Staff expects that a resolution authorizing the issuance
of the bonds and approving the related legal documents will be presented to the Authority sometime
in 2004.
SPECIFIC ACTIONS: That the City Council hold the public hearing on the issuance of bonds by the
Authority for the CFD, and adopt the resolutions approving the bond issue and the joint community
facilities agreement. That the City and the Authority execute the joint community facilities
agreement. That the Authority hold the public hearings on the CFD and adopt resolutions of
formation of the CFD, of necessity to incur indebtedness of the CFD and calling a special election
on the CFD. That the special election be held and canvassed. That the Authority adopt a resolution
canvassing the election and have the first reading of an ordinance levying the special taxes in the
CFD.
FISCAL IMPACT: The CFD will be authorized to levy special taxes to repay its indebtedness, and
to pay the annual costs of administration of the CFD. The City will in no way be liable for the
repayment of any bonds issued by the Authority for the CFD or any other costs of administrating the
CFD. The CFD will only be authorized to levy the special taxes on land included within the
boundaries of the CFD.
ATTACHMENTS: Resolutions (6)
Ordinance
Community Facilities District Report
Joint Community Facilities Agreement
Notice of Special Tax Lien
Supplement No. 1 to Acquisition Agreement
R:/Agenda Reports/Formation of TPFA03-06 Harveston II 11 25 4
RESOLUTION NO. 03-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA MAKING FINDINGS WITH RESPECT TO AND
APPROVING THE ISSUANCE OF BONDS BY THE TEMECULA
PUBLIC FINANCING AUTHORITY
WHEREAS, the City of Temecula (the "City") and the Redevelopment Agency of the City
of Temecula have heretofore entered into a Joint Exercise of Powers Agreement establishing
the Temecula Public Financing Authority (the "Authority") for the purpose, among others, of
issuing its bonds to finance public capital improvements; and
WHEREAS, the Board of Directors of the Authority intends to form the Temecula Public
Financing Authority Community Facilities District No. 03-06 (Harveston II) (the "CFD"), and to
issue bonds of the Authority for the CFD (the "Bonds") to finance various public improvements
within the City of Temecula (the "Improvements"); and
WHEREAS, the City Council has on this date held a duly noticed public hearing on the
financing of the Improvements with the proceeds of the Bonds, as required by Section
6586.5(a) of the California Government Code; and
WHEREAS, the City Council now desires to make a finding of significant public benefit,
pursuant to Section 6586.5(a)(2) of the California Government Code, and to approve of the
financing of the Improvements with the proceeds of the Bonds.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Temecula as
follows:
Section 1. Findinqs and Determinations. The City Council hereby finds that significant
public benefits will arise from the financing of the Improvements with the proceeds of the
Bonds, in accordance with Section 6586 of the California Government Code.
Section 2. Approval of Financinq. The City Council hereby approves the financing of
the Improvements with the proceeds of the Bonds, and the issuance of the Bonds by the
Authority for the CFD.
Section 3. Effective Date. This Resolution shall take effect from and after the date of
its passage and adoption.
R:/Resos 2003/Resos 03-~ I
PASSED, APPROVED AND ADOPTED, by the City Council of the City of Temecula at a
meeting held on the 25~ day of November, 2003.
ATTEST:
Jeffrey E. Stone, Mayor
Susan W. Jones, CMC
City Clerk
[SEAL]
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Susan Jones, City Clerk of the City of Temecula, HEREBY DO CERTIFY that the
foregoing Resolution No. 03- was duly adopted at a special meeting of the City Council of
the City of Temecula on the 2"~'~'ay of November, 2003, by the following roll call vote:
AYES:
COUNCILMEMBERS:
NOES:
COUNClLMEMBERS:
ABSENT:
COUNCILMEMBERS:
ABSTAIN:
COUNCILMEMBERS:
Susan W. Jones, CMC
City Clerk
R:/Resos 2003/Resos 03-~ 2
RESOLUTION NO. 03-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA APPROVING JOINT COMMUNITY FACILITIES
AGREEMENT RELATING TO THE FINANCING OF PUBLIC
IMPROVEMENTS AND IMPLEMENTATION OF ACQUISITION
AGREEMENT
WHEREAS, the Board of Directors of the Temecula Public Financing Authority (the
"Authority") is undertaking proceedings to form the Temecula Public Financing Authority
Community Facilities District No. 03-06 (Harveston II) (the "CFD") pursuant to the Mello-Roos
Community Facilities Act of 1982, as amended (the "Act"), and the Authority intends to issue
bonds of the Authority for the CFD (the "Bonds") in order to finance, among other
improvements, the costs of public improvements (the "Improvements") to be owned and/or
operated by the City of Temecula (the "City") described in the proceedings to form the CFD; and
WHEREAS, in order to enable the CFD to finance the Improvements, Section 53316.2 of
the California Government Code requires that the City and the Authority enter into a joint
community facilities agreement prior to the formation of the CFD with respect to the portion of
the Improvements to be owned or operated by the City for the CFD; and
WHEREAS, a form of joint community facilities agreement, by and between the City and
the Authority relating to the Improvements to be owned or operated by the City (the "Joint
Community Facilities Agreement") has been filed with the City Clerk; and
WHEREAS, the City Council, with the assistance of City staff, has reviewed the City
Joint Community Facilities Agreement, and the City Council now desires to approve the Joint
Community Facilities Agreement and direct its execution and delivery; and
WHEREAS, the Authority expects to enter into a Supplement No. 1 to Acquisition
Agreement (the "Supplement") supplementing an Acquisition Agreement for the Authority's
Community Facilities District No. 01-2 (Harveston) (the "Existing Acquisition Agreement") with
Harveston, LLC, one of the owners of the land in the CFD (the "Developer"), whereby the
Developer will construct all or a portion of the Improvements to be acquired with the proceeds of
the Bonds; and
WHEREAS, the implementation of the Existing Acquisition Agreement, as amended by
the Supplement (collectively, the "Acquisition Agreement") will involve actions by the Director of
Public Works of the City and certain other City officials, and the City Council now desires to
authorize City officials to assist in the implementation of the Acquisition Agreement.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Temecula as
follows:
Section 1. Approval of Joint Community Facilities Aqreement. The City Council hereby
approves the Joint Community Facilities Agreement in the form on file with the City Clerk, and
hereby authorizes and directs the City Manager to execute and deliver the Joint Community
Facilities Agreement in such form together with any changes therein deemed advisable by the
City Manager upon consultation with the City Attorney, the approval of such changes to be
conclusively evidenced by the execution and delivery by the City Manager of the Joint
R:/Resos 2003/Resos 03- I
Community Facilities Agreement. The City Council hereby declares that the Joint Community
Facilities Agreement will be beneficial to the residents residing within the boundaries of the City.
Section 2. Approval of Assistance Under Acquisition A.qreement. The City Council
hereby authorizes the Director of Public Works and all other appropriate officials of the City to
assist the Authority in the implementation of the Acquisition Agreement, and to perform those
functions described in the Acquisition Agreement as to be performed by officials of the City.
Section 3. Official Actions. The Mayor, City Manager, Director of Finance, the Director
of Public Works and City Clerk, and all other officers of the City, are hereby authorized and
directed to take all actions and do all things necessary or desirable hereunder to implement the
Joint Community Facilities Agreement and the Acquisition Agreement, including but not limited
to the execution and delivery of any and all agreements, certificates, documents and other
instruments which they, or any of them, deem necessary or desirable and not inconsistent with
the purposes of this Resolution, the Joint Community Facilities Agreement and the Acquisition
Agreement.
Section 3. This Resolution shall take effect upon its adoption.
PASSED, APPROVED AND ADOPTED, by the City Council of the City of Temecula at
a meeting held on the 25t~ day of November, 2003.
A'Fi'EST:
Jeffrey E. Stone, Mayor
Susan W. Jones, CMC
City Clerk
[SEAL]
R:/Resos 2003/Resos 03- 2
STATE OF CALIFORNIA )
COUNTYOF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Susan Jones, City Clerk of the City of Temecula, HEREBY DO CERTIFY that the
foregoing Resolution No. 03- was duly adopted at a special meeting of the City Council of
the City of Temecula on the 25t"~'ay of November, 2003, by the following roll call vote:
AYES:
COUNCILMEMBERS:
NOES:
COUNCILMEMBERS:
ABSENT:
COUNCILMEMBERS:
ABSTAIN:
COUNCILMEMBERS:
Susan W. Jones, CMC
City Clerk
R:/Resos 2003/Resos 03- 3
RESOLUTION NO. TPFA 03-_
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA PUBLIC FINANCING AUTHORITY OF
FORMATION OF TEMECULA PUBLIC FINANCING
AUTHORITY COMMUNITY FACILITIES DISTRICT NO. 03-06
(HARVESTON II), AUTHORIZING THE LEVY OF A SPECIAL
TAX WITHIN THE DISTRICT, PRELIMINARILY ESTABLISHING
AN APPROPRIATIONS LIMIT FOR THE DISTRICT AND
SUBMITTING LEVY OF THE SPECIAL TAX AND THE
ESTABLISHMENT OF THE APPROPRIATIONS LIMIT TO THE
QUALIFIED ELECTORS OF THE DISTRICT
WHEREAS, on October 22, 2003, this Board of Directors adopted a resolution entitled
"A Resolution of the Board of Directors of the Temecula Public Financing Authority Declaring Its
Intention to Establish a Community Facilities District and to Authorize the Levy of Special Taxes
Therein - Harveston I1" (the "Resolution of Intention") stating its intention to form the Temecula
Public Financing Authority Community Facilities District No. 03-06 (Harveston II) (the "District")
pursuant to the Mello-Roos Community Facilities Act of 1982, California Government Code
Section 53311 et seq. (the "Law"); and
WHEREAS, the Resolution of Intention, incorporating by reference a map of the
proposed boundaries of the District and describing the public improvements eligible to be
financed by the District (the "Facilities"), the cost of financing the Facilities and the rate and
method of apportionment of the special tax (the "Initial Rate and Method") to be levied within the
District to pay the cost of financing the Facilities and to pay the principal and interest on bonds
proposed to be issued with respect to the District, is on file with the Secretary and the provisions
thereof are incorporated herein by this reference as if fully set forth herein; and
WHEREAS, on this date, this Board of Directors held the public hearing as required by
the Law and the Resolution of Intention relative to the proposed formation of the District and the
possible future annexation of territory to the District; and
WHEREAS, at the hearing all interested persons desiring to be heard on all matters
pertaining to the formation of the District, the Facilities eligible to be funded by the District, the
levy of the special tax and the possible future annexation of territory to the District were heard
and a full and fair hearing was held; and
WHEREAS, at the hearing evidence was presented to this Board of Directors on the
matters before it, including a report by the Director of Public Works of the City of Temecula (the
"Report") as to the Facilities eligible to be funded by the District and the possible future
annexation area, and the costs thereof, a copy of which is on file with the Secretary, and this
Board of Directors at the conclusion of the hearing was fully advised regarding the District; and
WHEREAS, written protests with respect to the formation of the District and/or the
furnishing of specified types of Facilities as described in the Report have not been filed with the
Secretary by fifty percent (50%) or more of the registered voters residing within the territory of
the District or property owners of one-half (1/2) or more of the area of land within the District and
not exempt from the special tax; and
R:/TPFA Resos 2003/TPFA 03-~ I
WHEREAS, the special tax proposed to be levied in the District to pay for the costs of
the Facilities, as set forth in Exhibit B to the Resolution of Intention, has not been eliminated by
protest by fifty percent (50%) or more of the registered voters residing within the territory of the
District or the owners of one-half (1/2) or more of the area of land within the District and not
exempt from the special tax; and
WHEREAS, no written protests with respect to the possible future annexation of territory
to the District have been filed with the Secretary.
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the Temecula
Public Financing Authority as follows:
Section 1. The foregoing recitals are true and correct.
Section 2. The proposed special tax to be levied within the District has not been
precluded by majority protest pursuant to Section 53324 of the Law. On April 10, 2001, this
Board of Directors adopted a resolution approving Local Goals and Policies for Community
Facilities Districts, and this Board of Directors hereby finds and determines that the District is in
conformity with said goals and policies.
Section 3. All prior proceedings taken by this Board of Directors in connection with the
establishment of the District and the levy of the special tax have been duly considered and are
hereby found and determined to be valid and in conformity with the Law.
Section 4. The community facilities district designated "Temecula Public Financing
Authority Community Facilities District No. 03-06 (Harveston Ii)" is hereby established pursuant
to the Law.
Section 5. The boundaries of the District and of the territory proposed for annexation to
the District, each as described in the Resolution of Intention and set forth in the boundary map
of the District recorded on November 4, 2003 at 8:00 a.m. in the Riverside County Recorder's
Office at Book 55 of Maps of Assessment and Community Facilities Districts at Page 17
(instrument no. 2003-873915), are hereby approved, are incorporated herein by this reference
and shall be the boundaries of the District and the boundaries of the proposed annexation area,
respectively.
Section 6. The type of facilities eligible to be funded by the District pursuant to the Law
are as described in Exhibit A to the Resolution of Intention which Exhibit is by this reference
incorporated herein. This Board of Directors hereby finds that the Facilities are necessary to
meet increased demands placed upon local agencies as the result of development occurring in
the District.
This Board of Directors acknowledges that, pursuant to the authority granted in Section 4 of the
Resolution of Intention, the Executive Director has executed a Joint Community Facilities
Agreement with the City of Temecula. This Board of Directors hereby authorizes and directs the
Executive Director to execute a joint community facilities agreement with the State of California
Department of Transportation ("CalTrans") in a form provided by Bond Counsel, as determined
by Bond Counsel to be necessary to comply with Section 53316.2 of the Law. This Board of
Directors hereby declares that the Joint Community Facilities Agreement with the City, and any
such joint community facilities agreement with CalTrans, will be beneficial to residents in the
area of the District.
R:/TPFA Resos 2003/TPFA 03-~ 2
Section 7. Except to the extent that funds are otherwise available to the District to pay
for the Facilities and/or to pay the principal and interest as it becomes due on bonds of the
District issued to finance the Facilities, a special tax sufficient to pay the costs thereof, secured
by recordation of a continuing lien against all non-exempt real property in the District, will be
levied within the District and collected in the same manner as ordinary ad valorem property
taxes or in such other manner as this Board of Directors shall determine, including direct billing
of the affected property owners. The proposed rate and method of apportionment of the special
tax among the parcels of real property within the District, in sufficient detail to allow each
landowner within the proposed District to estimate the maximum amount such owner will have
to pay, are described in Exhibit B to the Resolution of Intention which Exhibit is by this reference
incorporated herein. This Board of Directors hereby finds that the basis for the levy and
apportionment of the special tax, as set forth in the Rate and Method, is reasonable.
Section 8. The Treasurer of the Temecula Public Financing Authority, 43200 Business
Park Drive, Temecula, CA 92590, telephone number (909) 694-6430, is the officer of the
Authority that will be responsible for preparing annually and whenever otherwise necessary a
current roll of special tax levy obligations by assessor's pamel number and which will be
responsible for estimating future special tax levies pursuant to Section 53340.2 of the Law.
Section 9. Upon recordation of a notice of special tax lien pursuant to Section 3114.5 of
the California Streets and Highways Code, a continuing lien to secure each levy of the special
tax shall attach to all nonexempt real property in the District and this lien shall continue in force
and effect until the special tax obligation is prepaid and permanently satisfied and the lien
canceled in accordance with law or until collection of the tax by the Authority ceases.
Section 10. In accordance with Section 53325.7 of the California Government Code,
the appropriations limit, as defined by subdivision (h) of Section 8 of Article XlllB of the
California Constitution, of the District is hereby preliminarily established at $5,500,000 and said
appropriations limit shall be submitted to the voters of the District as provided below. The
proposition establishing the appropriations limit shall become effective if approved by the
qualified electors voting thereon and shall be adjusted in accordance with the applicable
provisions of Section 53325.7 of the Law.
Section 11. Pursuant to the provisions of the Law, the proposition of the levy of the
special tax and the proposition of the establishment of the appropriations limit specified above
shall be submitted to the qualified electors of the District at an election, the time, place and
conditions of which election shall be as specified by a separate resolution of this Board of
Directors.
Section 12. The Supplement No. 1 to Acquisition Agreement (the "Supplement")
between the Authority and Harveston, LLC relating to the construction by Harveston, LLC of the
Facilities, in the form on file with the Secretary, is hereby approved. The Executive Director is
hereby authorized and directed to execute and deliver the Supplement in such form, together
with such changes thereto as the Executive Director, upon consultation with bond counsel, shall
deem necessary or appropriate, and the execution and delivery of the Supplement by the
Authority shall be conclusive evidence of the approval of any such changes.
Section 13. The territory proposed for annexation to the District, as described in
Section 15 of the Resolution of Intention and on the map of the District described in Section 2
above, may be annexed to the District upon the unanimous approval of the owner or owners of
R:/TPFA Resos 2003/'rPFA 03-__ 3
each parcel or parcels in the annexation area, without additional hearings, as permitted by
Section 53339.7(a) of the Law.
Section 14. This Resolution shall take effect upon its adoption.
PASSED, APPROVED AND ADOPTED, by the Board of Directors of the Temecula
Public Financing Authority at a meeting held on the 25th day of November, 2003.
ATTEST:
Jeffrey E. Stone, Chairperson
Susan W. Jones, CMC
City Clerk/Authority Secretary
[SEAL]
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Susan Jones, Secretary of the Temecula Public Financing Authority, HEREBY DO
CERTIFY that the foregoing Resolution No, TPFA 03- was duly adopted at a special
meeting of the Board of Directors of the Temecula Public Financing Authority on the 25th day of
November, 2003, by the following vote:
AYES:
BOARDMEMBERS:
NOES:
BOARDMEMBERS:
ABSENT:
BOARDMEMBERS:
ABSTAIN:
BOARDMEMBERS:
Susan W. Jones, CMC
City Clerk/Authority Secretary
R:/'rPFA Resos 2003/TPFA 03-~ 4
RESOLUTION NO. TPFA 03-
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA PUBLIC FINANCING AUTHORITY DETERMINING
THE NECESSITY TO INCUR BONDED INDEBTEDNESS
WITHIN TEMECULA PUBLIC FINANCING AUTHORITY
COMMUNITY FACILITIES DISTRICT NO. 03-06 (HARVESTON
II) AND SUBMITTING PROPOSITION TO THE QUALIFIED
ELECTORS OF THE DISTRICT
WHEREAS, on October 22, 2003, this Board of Directors adopted a resolution entitled
"A Resolution of the Board of Directors of the Temecula Public Financing Authority Declaring Its
Intention to Establish a Community Facilities District and to Authorize the Levy of Special Taxes
Therein - Harveston I1" (the "Resolution of Intention") stating its intention to form the Temecula
Public Financing Authority Community Facilities District No. 03-06 (Harveston II) (the "District"),
pursuant to the Mello-Roos Community Facilities Act of 1982, California Government Code
Section 53311 et seq. (the "Law"), to fund costs of certain public improvements (the "Facilities"),
as described therein; and
WHEREAS, on October 22, 2003, this Board of Directors also adopted a resolution
entitled "A Resolution of the Board of Directors of the Temecula Public Financing Authority
Declaring Its Intention to Incur Bonded Indebtedness of the Proposed Temecula Public
Financing Authority Community Facilities District No. 03-06 (Harveston II)" (the "Resolution of
Intention to Incur Indebtedness") stating its intention to incur bonded indebtedness within the
boundaries of the District for the purpose of financing a portion of the costs of the Facilities; and
WHEREAS, on this date, this Board of Directors held the public hearing as required by
the Law and the Resolution of Intention relative to the determination to proceed with the
formation of the District, the provision by the District of funds to pay the costs of the Facilities,
and the rate and method of apportionment of the special tax to be levied within the District to
pay the principal and interest on the proposed indebtedness and the administrative costs of the
Authority and the City of Temecula relative to the District; and
WHEREAS, at the hearing all persons desiring to be heard on all matters pertaining to
the formation of the District, the provision of funds to pay the costs of the Facilities and the levy
of the special tax on property within the District, were heard and a full and fair hearing was held;
and
WHEREAS, subsequent to the hearing, this Board of Directors adopted a resolution
entitled "A Resolution of the Board of Directors of the Temecula Public Financing Authority of
Formation Of Temecula Public Financing Authority Community Facilities District No. 03-06
(Harveston II), Authorizing The Levy Of A Special Tax Within The District, Preliminarily
Establishing An Appropriations Limit For The District And Submitting Levy Of The Special Tax
and the Establishment of the Appropriations Limit To The Qualified Electors Of The District" (the
"Resolution of Formation"); and
WHEREAS, on this date, this Board of Directors held the public hearing as required by
the Law relative to the matters material to the questions set forth in the Resolution of Intention to
Incur Indebtedness; and
R:fTPFA Resos 2003/TPFA 03-~ I
WHEREAS, no written protests with respect to the matters material to the questions set
forth in the Resolution of Intention to Incur Indebtedness have been filed with the Secretary.
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the Temecula
Public Financing Authority as follows:
Section 1. The foregoing recitals are true and correct.
Section 2. This Board of Directors deems it necessary to incur bonded indebtedness in
the maximum aggregate principal amount of $5,500,000 within the boundaries of the District.
Section 3. The indebtedness is incurred for the purpose of financing the costs of the
Facilities, as provided in the Resolution of Formation including, but not limited to, the costs of
issuing and selling bonds to finance costs of the Facilities and the costs of the Authority and the
City of Temecula in administering the District.
Section 4. The whole of the District shall pay for the bonded indebtedness through the
levy of the special tax. The special tax is to be apportioned in accordance with the Rate and
Method set forth in Exhibit B to the Resolution of Intention.
Section 5. The maximum amount of bonded indebtedness to be incurred is $5,500,000
and the maximum term of the bonds to be issued shall in no event exceed forty (40) years.
Section 6. The bonds shall bear interest at a rate or rates not to exceed the maximum
interest rate permitted by applicable law at the time of sale of the bonds, payable weekly,
semiannually or in such other manner as this Board of Directors or its designee shall determine,
the actual rate or rates and times of payment of such interest to be determined by this Board of
Directors or its designee at the time or times of sale of the bonds.
Section 7. The preposition of incurring the bonded indebtedness herein authorized shall
be submitted to the qualified electors of the District and shall be consolidated with elections on
the proposition of levying special taxes within the District and the establishment of an
appropriations limit for the District pursuant to Section 53353.5(a) of the Law. The time, place
and conditions of said election shall be as specified by separate resolution of this Board of
Directors.
Section 8. This Resolution shall take effect upon its adoption.
R:/TPFA Resos 2003/TPFA 03-~ 2
PASSED, APPROVED AND ADOPTED, by the Board of Directors of the Temecula
Public Financing Authority at a meeting held on the 25th day of November, 2003.
AI-I'EST:
Jeffrey E. Stone, Chairperson
Susan W. Jones, CMC
City Clerk/Authority Secretary
[SEAL]
STATE OF CALIFORNIA )
COUNTYOF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Susan Jones, Secretary of the Temecula Public Financing Authority, HEREBY DO
CERTIFY that the foregoing Resolution No. TPFA 03- was duly adopted at a special
meeting of the Board of Directors of the Temecula Public Financing Authority on the 25t~ day of
November, 2003, by the following vote:
AYES:
BOARDMEMBERS:
NOES:
BOARDMEMBERS:
ABSENT:
BOARDMEMBERS:
ABSTAIN:
BOARDMEMBERS:
Susan W. Jones, CMC
City Clerk/Authority Secretary
R:/'I'PFA Resos 2003/TPFA 03-~ 3
RESOLUTION NO. TPFA 03-
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA PUBLIC FINANCING AUTHORITY CALLING
SPECIAL ELECTION WITHIN COMMUNITY FACILITIES
DISTRICT NO, 03-06 (HARVESTON II)
WHEREAS, on this date, this Board of Directors adopted a resolution entitled "A
Resolution of the Board of Directors of the Temecula Public Financing Authority of Formation of
Temecula Public Financing Authority Community Facilities District No. 03-06 (Harveston II),
Authorizing the Levy of a Special Tax Within the District, Preliminarily Establishing an
Appropriations Limit for the District and Submitting Levy of the Special Tax and the
Establishment of the Appropriations Limit to the Qualified Electors of the District" (the
"Resolution of Formation"), ordering the formation of the Temecula Public Financing Authority
Community Facilities District No. 03-06 (Harveston II) (the "District"), authorizing the levy of a
special tax on property within the District and preliminarily establishing an appropriations limit for
the District;
WHEREAS, on this date, this Board of Directors also adopted a resolution entitled "A
Resolution of the Board of Directors of the Temecula Public Financing Authority Determining the
Necessity to Incur Bonded Indebtedness Within Temecula Public Financing Authority
Community Facilities District No. 03-06 (Harveston II) and Submitting Proposition to the
Qualified Electors of the District" (the "Resolution to Incur Indebtedness"), determining the
necessity to incur bonded indebtedness in the maximum aggregate principal amount of
$5,500,000 upon the security of the special tax to be levied within the District; and
WHEREAS, pursuant to the provisions of said resolutions, the propositions of the levy of
said special tax, the establishment of the appropriations limit and the incurring of the bonded
indebtedness is to be submitted to the qualified electors of the District as required by the Mello-
Roos Community Facilities Act of 1982, California Government Code Section 53311 et seq. (the
"Law").
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the Temecula
Public Financing Authority as follows:
Section 1. Pursuant to Sections 53325.7, 53326 and 53351 of the Law, the issues of
the levy of said special tax, the incurring of bonded indebtedness and the establishment of said
appropriations limit shall be submitted to the qualified electors of the District at an election called
therefor as provided below.
Section 2. As authorized by Section 53353.5 of the Law, the three propositions
described in paragraph I above shall be combined into a single ballot measure, the form of
which is attached hereto as Exhibit A and by this reference incorporated herein. The form of
ballot is hereby approved.
Section 3. This Board of Directors hereby finds that fewer than 12 persons have been
registered to vote within the territory of the District for each of the ninety (90) days preceding the
close of the public hearings heretofore conducted and concluded by this Board of Directors for
the purposes of these proceedings. Accordingly, and pursuant to Section 53326(b) of the Law,
this Board of Directors finds that for purposes of these proceedings the qualified electors are the
R:/TPFA Resos 2003/TPFA 03-~ I
landowners within the District and that the vote shall be by said landowners or their authorized
representatives, each having one vote for each acre or portion thereof such landowner owns in
the District as of the close of the public hearings.
Section 4. This Board of Directors hereby calls a special election to consider the
measure described in Section 2 above, which election shall be held immediately following
adoption of this Resolution in the meeting place of the Board of Directors of the Temecula
Public Financing Authority. The Secretary is hereby designated as the official to conduct said
election. It is hereby acknowledged that the Secretary has on file the Resolution of Formation, a
map of the proposed boundaries of the District, and a sufficient description to allow the
Secretary to determine the boundaries of the District.
The voted ballots shall be returned to the Secretary no later than immediately following the
adoption of this Resolution; and when all of the qualified voters have voted, the election shall be
closed.
Section 5. Pursuant to Section 53327 of the Law, the election shall be conducted by
mail or hand delivered ballot pursuant to the California Elections Code. This Board of Directors
hereby finds that paragraphs (a), (b), (c) (1) and (c)(3) of Section 4000 of the California
Elections Code are applicable to this special election.
Section 6. This Board of Directors acknowledges that the Secretary has caused to be
delivered to the four qualified electors of the Districts ballots in the form set forth in Exhibit A
hereto. Each ballot indicated the number of votes to be voted by the respective landowner.
Each ballot was accompanied by all supplies and written instructions necessary for the use and
return of the ballot. The envelope to be used to return ballots was enclosed with the ballot, had
the return postage prepaid, and contained the following: (a) the name and address of the
landowner, (b) a declaration, under penalty of perjury, stating that the voter is the owner of
record or authorized representative of the landowner entitled to vote and is the person whose
name appears on the envelope, (c) the printed name, signature and address of the voter, (d) the
date of signing and place of execution of the declaration pursuant to clause (b) above, and (e) a
notice that the envelope contains an official ballot and is to be opened only by the Secretary.
Analysis and arguments with respect to the ballot measures are being waived by the
landowners in their respective voted ballots, as permitted by Section 53327(b) of the Law.
Section 7. The Secretary shall accept the ballots of the qualified electors upon and prior
to the adoption of this Resolution, whether the ballots be personally delivered or received by
mail. The Secretary shall have available ballots which may be marked in the Board of Directors
meeting room on the election day by the qualified electors.
Section 8. This Board of Directors hereby further finds that the provision of the Law
requiring a minimum of 90 days following the adoption of the Resolution of Formation to elapse
before said special election is for the protection of the qualified electors of the District. The
petition previously submitted by one of the landowners in the District and the voted ballots of all
four of the qualified electors of the District contain acknowledgments of a waiver of any time limit
pertaining to the conduct of the election and of a waiver of any requirement for analysis and
arguments in connection with the election. Accordingly, this Board of Directors finds and
determines that the qualified electors have been fully apprised of and have agreed to the
shortened time for the election and waiver of analysis and arguments, and have thereby been
R:/'rPFA Resos 2003/'rPFA 03-~ 2
fully protected in these proceedings. This Board of Directors also finds and determines that the
Secretary has concurred in the shortened time for the election.
Section 9. Pursuant to the Local Agency Special Tax and Bond Accountability Act,
Sections 50075.1 et. seq. and Sections 53410 et. seq. of the California Government Code, (a)
the ballot measure referred to in Sections 2 and 4 above contains a statement indicating the
specific purposes of the special tax, the proceeds of the special tax will be applied only to the
purposes specified in the ballot measure, there shall be created by the Treasurer an account
into which proceeds of the special tax levies will be deposited, and the Treasurer is hereby
directed to provide an annual report to this Board of Directors as required by Section 50075.3 of
the California Government Code; and (b) the ballot measure contains a statement indicating the
specific purposes of the bonds, the proceeds of the bonds will be applied only to the purposes
specified in the ballot measure, there shall be created by the Treasurer an account into which
the proceeds of the bonds will be deposited, and the Treasurer is hereby directed to provide an
annual report to this Board of Directors as required by Section 53411 of the California
Government Code.
Section 10. The Secretary is hereby directed to cause to be published in a newspaper
of general circulation circulating within the District a copy of this Resolution and a copy of the
Resolution to Incur Indebtedness, as soon as practicable after the date of adoption of this
Resolution.
PASSED, APPROVED AND ADOPTED, by the Board of Directors of the Temecula
Public Financing Authority at a meeting held on the 25th day of November, 2003.
ATTEST:
Jeffrey E. Stone, Chairperson
Susan W. Jones, CMC
City Clerk/Authority Secretary
[SEAL]
R:FrPFA Resos 2003rrPFA 03-__ 3
STATE OF CALIFORNIA )
COUNTYOF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Susan Jones, Secretary of the Temecula Public Financing Authority, HEREBY DO
CERTIFY that the foregoing Resolution No. TPFA 03- was duly adopted at a special
meeting of the Board of Directors of the Temecula Public Financing Authority on the 25th day of
November, 2003, by the following vote:
AYES:
BOARDMEMBERS:
NOES:
BOARDMEMBERS:
ABSENT:
BOARDMEMBERS:
ABSTAIN:
BOARDMEMBERS:
Susan W. Jones, CMC
City Cler~Authori~ Secretary
R:/TPFA Resos 2003/TPFA 03-__ 4
EXHIBIT
TEMECULA PUBLIC FINANCING AUTHORITY
COMMUNITY FACILITIES DISTRICT NO. 03-06
(HARVESTON II)
OFFICIAL BALLOT
Special Tax and Bond Election
(November 25, 2003)
This ballot is for a special, landowner election. You must return this ballot in the
enclosed postage paid envelope to the Secretary of the Temecula Public Financing Authority no
later than immediately after adoption of the resolution of the Board of Directors calling said
election, either by mail or in person.
To vote, mark a cross (X) on the voting line after the word "YES" or after the word "NO".
All marks otherwise made are forbidden. All distinguishing marks are forbidden and make the
ballot void.
If you wrongly mark, tear, or deface this ballot, return it to the Secretary of the Temecula
Public Financing Authority and obtain another.
BALLOT MEASURE: Shall the Temecula Public Financing
Authority (the "Authority") incur an indebtedness and issue bonds in one
or more series in the maximum aggregate principal amount of
$5,500,000, with interest at a rate or rates not to exceed the maximum
interest rate permitted by law at the time of sale of such bonds on behalf
of the Temecula Public Financing Authority Community Facilities District
No. 03-06 (Harveston II) (the "District"), the proceeds of which will be
used only to finance the costs of certain public improvements as
specified in the Resolution of Formation of the District and the costs of
issuing the bonds as well as the establishment of appropriate bond and
interest rate reserves; shall a special tax payable solely from lands within
the District be levied annually upon lands within the District to be applied
only to the payment of the principal and interest upon such bonds to be
issued and to replenish the reserves for the bonds, and to pay the costs
of the Authority and the City of Temecula in administering the District,
and shall the annual appropriations limit of the District be established in
the amount of $5,500,000?
Yes:
By execution in the space provided below, you also indicate your waiver of the time limit
pertaining to the conduct of the election and any requirement for analysis and arguments with
respect to the ballot measure, as such waivers are described and permitted by Section
53326(a) and 53327(b) of the California Government Code.
Riverside County Assessor's Parcel Nos. of
Land Owned in the District:
Number of Votes:
Property Owner:
A-1
RESOLUTION NO. TPFA 03-
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA PUBLIC FINANCING AUTHORITY DECLARING
RESULTS OF SPECIAL ELECTION AND DIRECTING
RECORDING OF NOTICE OF SPECIAL TAX LIEN
WHEREAS, in proceedings heretofore conducted by this Board of Directors pursuant to
the Mello-Roos Community Facilities Act of 1982, Section 53311 et seq. of the California
Government Code (the "Law"), this Board of Directors on this date adopted a resolution entitled
"A Resolution of the Board of Directors of the Temecula Public Financing Authority Calling
Special Election Within Community Facilities District No. 03-06 (Harveston II)", calling for a
special election of the qualified electors within the Ternecula Public Financing Authority
Community Facilities District No. 03-06 (Harveston II) (the "District"); and
WHEREAS, pursuant to the terms of said resolution, which are by this reference
incorporated herein, the special election was held on this date, and the Secretary has on file a
Canvass and Statement of Results of Election, a copy of which is attached hereto as Exhibit A;
and
WHEREAS, this Board of Directors has reviewed the canvass and hereby approves it.
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the Temecula
Public Financing Authority as follows:
Section 1. The issues presented at the special election were the incurring of a bonded
indebtedness in the maximum aggregate principal amount of $5,500,000, the levy of a special
tax within the District to be levied in accordance with the rate and method of apportionment of
special taxes heretofore approved by this Board of Directors by its resolution adopted this date
entitled "A Resolution of the Board of Directors of the Temecula Public Financing Authority of
Formation of Temecula Public Financing Authority Community Facilities District No. 03-06
(Harveston II), Authorizing Levy of a Special Tax Within the District, Preliminarily Establishing
an Appropriations Limit for the District and Submitting Levy of the Special Tax and the
Establishment of the Appropriations Limit to the Qualified Electors of the District", and the
approval of an appropriations limit of not to exceed $5,500,000 pursuant to said resolution.
Section 2. Pursuant to the canvass of the special election on file with the Secretary, the
issues presented at the special election were approved by the qualified electors of the District
by more than two-thirds of the votes cast at the special election.
Section 3. Pursuant to the voter approval, the District is hereby declared to be fully
formed with the authority to incur bonded indebtedness and to levy special taxes as heretofore
provided in these proceedings and in the Law.
Section 4. It is hereby found that all prior proceedings and actions taken by this Board
of Directors with respect to the District were valid and in conformity with the Law.
Section 5. The Secretary is hereby directed to execute and cause to be recorded in the
office of the County Recorder of the County of Riverside a notice of special tax lien in the form
R:/TPFA Resos 2003/'I'PFA 03-_ 1
required by the Law, said recording to occur no later than fifteen days following adoption by the
Board of Directors of this Resolution.
Section 6. This Resolution shall take effect upon its adoption.
PASSED, APPROVED AND ADOPTED, by the Board of Directors of the Temecula
Public Financing Authority at a meeting held on the 25th day of November, 2003.
ATTEST:
Jeffrey E. Stone, Chairperson
Susan W. Jones, CMC
City Clerk/Authority Secretary
[SEAL]
STATE OF CALIFORNIA )
COUNTYOF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Susan Jones, Secretary of the Temecula Public Financing Authority, HEREBY DO
CERTIFY that the foregoing Resolution No. TPFA 03- was duly adopted at a special
meeting of the Board of Directors of the Temecula Public Financing Authority on the 25th day of
November, 2003, by the following vote:
AYES:
BOARDMEMBERS:
NOES:
BOARDMEMBERS:
ABSENT:
BOARDMEMBERS:
ABSTAIN:
BOARDMEMBERS:
Susan W. Jones, CMC
City Clerk/Authority Secretary
R:/TPFA Resos 2003/'rPFA 03-~ 2
EXHIBIT A
CANVASS AND STATEMENT OF RESULT OF ELECTION
TEMECULA PUBLIC FINANCING AUTHORITY
COMMUNITY FACILITIES DISTRICT NO. 03-06
(HARVESTON II)
I hereby certify that on November 25, 2003, I canvassed the returns of the special election held
on November 25, 2003, in the Temecula Public Financing Authority Community Facilities District
No. 03-06 (Harveston II) and the total number of ballots cast in said District and the total number
of votes cast for and against the measure are as follows and the totals as shown for and against
the measure are full, true and correct:
Qualified
Landowner Votes
Votes Cast YES NO
Temecula Public Financing Authority
Community Facilities District No. 03-
06 (Harveston II) Special Tax and
Bond Election November 25, 2003.
BALLOT MEASURE: Shall the Temecula Public Financing Authority (the "Authority")
incur an indebtedness and issue bonds in one or more series in the maximum aggregate
principal amount of $5,500,000, with interest at a rate or rates not to exceed the maximum
interest rate permitted by law at the time of sale of such bonds on behalf of the Temecula Public
Financing Authority Community Facilities District No. 03-06 (Harveston II) (the "District"), the
proceeds of which will be used only to finance the costs of certain public improvements as
specified in the Resolution of Formation of the District and the costs of issuing the bonds as well
as the establishment of appropriate bond and interest rate reserves; shall a special tax payable
solely from lands within the District be levied annually upon lands within the District to be
applied only to the payment of the principal and interest upon such bonds to be issued and to
replenish the reserves for the bonds and to pay the costs of the Authority and the City of
Temecula in administering the District, and shall the annual appropriations limit of the District be
established in the amount of $5,500,000?
IN WITNESS WHEREOF, I HAVE HEREUNTO SET MY HAND this 25th day of November,
2003.
By:
Secretary,
Temecula Public Financing Authority
R:FFPFA Resos 2003/TPFA 03-~ 3
ORDINANCE NO. TPFA 03-
AN ORDINANCE OF THE TEMECULA PUBLIC FINANCING
AUTHORITY LEVYING SPECIAL TAXES WITHIN TEMECULA
PUBLIC FINANCING AUTHORITY COMMUNITY FACILITIES
DISTRICT NO. 03-06 (HARVESTON II)
WHEREAS, on October 22, 2003, this Board of Directors of the Temecula Public
Financing Authority (the "Authority") adopted a resolution entitled "A Resolution of the Board of
Directors of the Temecula Public Financing Authority Declaring Its Intention to Establish a
Community Facilities District and to Authorize the Levy of Special Taxes Therein - Harveston I1"
(the "Resolution of Intention"), stating its intention to establish the Temecula Public Financing
Authority Community Facilities District No. 03-06 (Harveston II) pursuant to the Mello-Roos
Community Facilities Act of 1982, Section 53311 et seq. of the California Government Code (the
"Law"), to finance the costs of certain public improvements (the "Facilities");
WHEREAS, notice was published as required by the Law of the public hearing called
pursuant to the Resolution of Intention relative to the intention of this Board of Directors to form
the District and to provide for the costs of the Facilities;
WHEREAS, the Resolution of Intention called for a public hearing on the District to be
held on November 25, 2003 and on such date this Board of Directors held the public hearing
relative to the determination to proceed with the formation of the District; and
WHEREAS, at the public hearing all persons desiring to be heard on all matters
pertaining to the formation of the District and the levy of special taxes in the District were heard,
substantial evidence was presented and considered by this Board of Directors and a full and fair
hearing was held;
WHEREAS, subsequent to said hearing, this Board of Directors adopted resolutions
entitled "A Resolution of the Board of Directors of the Temecula Public Financing Authority of
Formation of Temecula Public Financing Authority Community Facilities District No. 03-06
(Harveston II), Authorizing the Levy of a Special Tax Within the District, Preliminarily
Establishing an Appropriations Limit for the District and Submitting Levy of the Special Tax and
the Establishment of the Appropriations Limit to the Qualified Electors of the District" (the
"Resolution of Formation"), "A Resolution of the Board of Directors of the Temecula Public
Financing Authority Determining the Necessity to Incur Bonded Indebtedness Within Temecula
Public Financing Authority Community Facilities District No. 03-06 (Harveston II) and Submitting
Proposition to the Qualified Electors of the District" (the "Resolution of Necessity") and "A
Resolution of the Board of Directors of the Temecula Public Financing Authority Calling Special
Election Within Community Facilities District No. 03-06 (Harveston II)", which resolutions
established the District, authorized the levy of a special tax with the District, and called an
election within the District on the proposition of incurring indebtedness, levying a special tax and
establishing an appropriations limit within the District, respectively; and
WHEREAS, on November 25, 2003 an election was held within the District in which the
four eligible landowner electors approved said propositions.
NOW, THEREFORE, the Board of Directors of the Temecula Public Financing Authority
ordains as follows:
R:?rPFA Ords 2003/'rPFA 03-~ 1
Section 1. By the passage of this Ordinance this Board of Directors hereby authorizes
and levies special taxes within the District, pursuant to the Law, at the rate and in accordance
with the rate and method of apportionment of special taxes for the District approved by the
Resolution of Formation (the "Rate and Method") which Resolution is by this reference
incorporated herein. The special taxes are hereby levied commencing in the current fiscal year
and in each fiscal year thereafter until payment in full of any bonds issued by the Authority for
the District (the "Bonds") as contemplated by the Resolution of Formation and the Resolution of
Necessity and payment in full all costs of administering the District have been paid.
Section 2. The Authority Treasurer is hereby authorized and directed each fiscal year to
determine the specific special tax rate and amount to be levied for each parcel of real property
within the District, in the manner and as provided in the Resolution of Formation.
Section 3. Properties or entities of the State, federal or local governments shall be
exempt from any levy of the special taxes, to the extent set forth in the Rate and Method
attached as Exhibit A to the Resolution of Formation. In no event shall the special taxes be
levied on any parcel within the District in excess of the maximum tax specified in the Rate and
Method.
Section 4. All of the collections of the special tax shall be used as provided for in the
Law and in the Resolution of Formation including the payment of principal and interest on the
Bonds, the replenishment of the reserves for the Bonds, the payment of the costs of the
Authority and the City of Temecula in administering the District, costs of the elimination of the
Prior Lien and the costs of collecting and administering the special tax.
Section 5. The special taxes shall be collected from time to time as necessary to meet
the financial obligations of the District on the secured real property tax roll in the same manner
as ordinary ad valorem taxes are collected. The special taxes shall have the same lien priority,
and be subject to the same penalties and the same procedure and sale in cases of delinquency
as provided for ad valorem taxes. In addition, the provisions of Section 53356.1 of the
California Government Code shall apply to delinquent special tax payments. The Treasurer is
hereby authorized and directed to provide all necessary information to the auditor/tax collector
of the County of Riverside and to otherwise take all actions necessary in order to effect proper
billing and collection of the special tax, so that the special tax shall be levied and collected in
sufficient amounts and at the times necessary to satisfy the financial obligations of the District in
each fiscal year until the Bonds are paid in full and provision has been made for payment of all
of the administrative costs of the District.
Notwithstanding the foregoing, the Treasurer may collect one or more installments of the
special taxes on any one or more parcels in the District by means of direct billing by the
Authority of the property owners within the District, if any of the Bonds bear interest at a variable
interest rate, or otherwise if, in the judgment of the Treasurer, such means of collection will
reduce the administrative burden on the Authority in administering the District or is otherwise
appropriate in the circumstances. In such event, the special taxes shall become delinquent if
not paid when due as set forth in any such respective billing to the applicable property owners.
Section 6. If for any reason any portion of this Ordinance is found to be invalid, or if the
special tax is found inapplicable to any particular parcel within the District, by a Court of
competent jurisdiction, the balance of this Ordinance, and the application of the special tax to
the remaining parcels within the District shall not be affected.
R:/'rPFA Ords 2003/'rPFA 03-__ 2
INTRODUCED, and the first reading occurred on November 25th 2003; and PASSED,
APPROVED AND ADOPTED, by the Board of Directors of the Temecula Public Financing
Authority at a meeting held on the 16th day of December, 2003.
ATTEST:
Jeffrey E. Stone, Chairperson
Susan W. Jones, CMC
City Clerk/Authority Secretary
[SEAL]
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Susan W. Jones, Secretary of the Temecula Public Financing Authority, HEREBY DO
CERTIFY that the foregoing Ordinance No. TPFA 03-__ was duly introduced and placed upon
its first reading at a regular meeting of the Temecula Public Financing Authority on the 25th day
of November, 2003, and that thereafter, said Ordinance was duly adopted and passed at a
regular meeting of the Board of Directors of the Temecula Public Financing Authority on the 16th
day of December, 2003, by the following vote:
AYES:
BOARDMEMBERS:
NOES:
BOARDMEMBERS:
ABSENT:
BOARDMEMBERS:
ABSTAIN:
BOARDMEMBERS:
Susan W. Jones, CMC
City Clerk/Authority Secretary
R:/TPFA Ords 2003/TPFA 03-~ 3
TEMECULA PUBLIC FINANCING AUTHORITY
COMMUNITY FACILITIES DISTRICT NO. 03-06
(HARVESTON II)
COMMUNITY FACILITIES DISTRICT REPORT
CONTENTS
Introduction
A. Description of Facilities
B. Proposed Boundaries of the Community Facilities District
C. Cost Estimate
Exhibit A - Description of the Proposed Facilities
Exhibit B - Cost Estimate
R:/Agenda Reports/CFD Report Harveston II 11 25 1
TEMECULA PUBLIC FINANCING AUTHORITY
COMMUNITY FACILITIES DISTRICT NO. 03-06
(HARVESTON II)
INTRODUCTION. The Board of Directors (the "Board of Directors") of the Temecula
Public Financing Authority (the "Authority") did, pursuant to the provisions of the Mello-Roos
Community Facilities Act of 1982 (the "Law"), on October 22, 2003, adopt a resolution entitled,
"A Resolution of the Board of Directors of the Temecula Public Financing Authority Declaring Its
Intention to Establish a Community Facilities District and to Authorize the Levy of Special Taxes
Therein - Harveston I1" (the "Resolution of Intention"). In the Resolution of Intention, the Board
of Directors expressly ordered the preparation of a written Community Facilities District Report
(the "Report"), for the proposed Temecula Public Financing Authority Community Facilities
District No. 03-06 (Harveston II) (the "District").
The Resolution of Intention ordering the Report did direct that the Report generally
contain the following:
1. A brief description of the facilities to be funded by the District; and
2. An estimate of the fair and reasonable cost of providing the facilities, including the
incidental expenses in connection therewith, including the costs of the proposed bond financing,
any Authority or City of Temecula administrative costs and all other related costs.
For particulars, reference is made to the Resolution of Intention for the District, as
previously approved and adopted by the Board of Directors.
NOW, THEREFORE, I, the Director of Public Works of the City of Temecula, do hereby
submit the following data:
A. DESCRIPTION OF FACILITIES. A general description of the facilities that the
Authority has determined to be eligible to be funded by the District, and by any territory that
may be annexed to the District in the future, are as shown in Exhibit "A" attached hereto and
hereby made a part hereof.
B. PROPOSED BOUNDARIES OF THE COMMUNITY FACILITIES DISTRICT. The
proposed boundaries of the District are those properties and parcels in which special taxes may
be levied to pay for the costs and expenses of the facilities. The proposed boundaries of the
District, and of the territory that may be annexed to the District in the future, are described in
the map of the District recorded on November 4, 2003 at the hour of 8:00 o'clock a.m. in Book
55 on Page 17 of Maps of Assessment and Community Facilities Districts in the office of the
County Recorder for the County of Riverside (instrument no. 2003-873915), a copy of which
map is on file with the Secretary.
C. COST ESTIMATE. The cost estimate for the financing of the facilities is set forth in
Exhibit "B" attached hereto and hereby made a part hereof.
Dated: November 25, 2003
By:
Director of Public Works
of the City of Temecula
EXHIBIT A
TEMECULA PUBLIC FINANCING AUTHORITY
COMMUNITY FACILITIES DISTRICT NO. 03-06
(HARVESTON II)
DESCRIPTION OF FACILITIES ELIGIBLE TO BE FUNDED BY THE DISTRICT
FACILITIES
It is intended that the District will finance all or a portion of the costs of any of the
following:
The widening of the Ynez Road bridge over San Gertrudes Creek, as further described
in Section 6 of the First Operating Memorandum to the Recorded Development Agreement
Between Lennar Homes Inc. and Winchester Hills I, LLC and City of Temecula, dated as of
April 11, 2003, between Harveston, LLC, and the City of Temecula (the "Memorandum").
Design of and improvements to the Winchester Road/Ynez Road intersection, as further
described in Section 3 of the Memorandum.
The Facilities shall include the acquisition of right-of-way, the costs of design,
engineering and planning, the costs of any environmental or traffic studies, surveys or other
reports, the cost of any required environmental mitigation and any required noise mitigation
measures, landscaping and irrigation, soils testing, permits, plan check and inspection fees,
insurance, legal and related overhead costs, coordination and supervision and any other costs
or appurtenances related to any of the foregoing.
OTHER
The District may also finance any of the following:
1. Bond related expenses, including underwriters discount, financial advisor fees and
expenses, appraisal and price point study costs, reserve fund, capitalized interest, bond and
disclosure counsel fees and expenses, landowner counsel fees and expenses and all other
incidental expenses.
2. Administrative fees of the Authority, the City of Temecula and the Bond trustee or
fiscal agent related to the District and the Bonds.
3. Reimbursement of costs related to the formation of the District advanced by the
Authority, the City of Temecula, any landowner in the District, or any party related to any of the
foregoing, as well as reimbursement of any costs advanced by the Authority, the City of
Temecula, any landowner in the District or any party related to any of the foregoing, for
facilities, fees or other purposes or costs of the District.
EXHIBIT B
TEMECULA PUBLIC FINANCING AUTHORITY
COMMUNITY FACILITIES DISTRICT NO. 03-06
(HARVESTON II)
FACILITIES COST ESTIMATE
1. ACQUISITION & CONSTRUCTION OF FACILITIES
2. INCIDENTALS
(a) Bond Reserve Fund
(b) Bond DiscountJUnderwriter Compensation
(c) Capitalized Interest
(d) Other Costs of Issuance
(e) First Year Administration Costs
Subtotal Incidentals:
$3,666,091.44
$337,875.00
116,000.00
140,033.56
350,000.00
30,000.00
$ 973,908.56
3. CONTINGENCIES
TOTAL BOND AMOUNT NEEDED
$860,000.00
$5,500,000.00
JOINT COMMUNITY FACILITIES AGREEMENT - CITY
TEMECULA PUBLIC FINANCING AUTHORITY
COMMUNITY FACILITIES DISTRICT NO. 03-06
(HARVESTON II)
This Joint Community Facilities Agreement - City (the "Agreement"), dated for convenience as
of November 1,2003, is by and between the Temecula Public Financing Authority (the
"Authority") and the City of Temecula (the "Participating Agency").
RECITALS:
WHEREAS, the Authority is undertaking proceedings to form the Temecula Public Financing
Authority Community Facilities District No. 03-06 (Harveston II) (the "CFD") pursuant to the
Mello-Roos Community Facilities Act of 1982, as amended (the "Act"), and the Authority intends
to issue bonds of the Authority for the CFD (the "Bonds") in order to finance various public
improvements to be acquired and constructed in the City of Temecula; and
WHEREAS, the improvements to be financed with the proceeds of the Bonds may include the
improvements described in Attachment A hereto (the "Improvements"), which Attachment is, by
this reference, incorporated herein; and
WHEREAS, the parties hereto expect that the Participating Agency will own and operate the
Improvements if they comply with the standards and have been completed to the satisfaction of
the Participating Agency; and
WHEREAS, all or a portion of the Improvements and certain other improvements to be eligible
for funding by the CFD are to be constructed by Harveston, LLC (the "Developer"), and the
Authority expects to enter into a Supplement No. 1 to Acquisition Agreement (the "Supplement")
with the Developer which supplements the Acquisition Agreement, dated as of August 1, 2002,
between the Developer and the Authority (the "Existing Acquisition Agreement" and, together
with the Supplement, the "Acquisition Agreement"), whereby the Authority will use proceeds of
the Bonds to acquire improvements from the Developer and to reimburse the Developer for all
or a portion of the costs of other improvements; and
WHEREAS, the implementation of the Acquisition Agreement will involve actions by officials of
the Participating Agency, and the Participating Agency is willing to provide the services of its
officials as necessary to implement the provisions of the Acquisition Agreement; and
WHEREAS, Section 53316.2 of the Act requires that the Authority enter into a joint community
facilities agreement with the Participating Agency, prior to the adoption by the Authority of the
Resolution of Formation of the CFD, in respect of the Improvements which Improvements are to
be financed with the proceeds of the Bonds, and, upon completion, are to be owned and
operated by the Participating Agency; and
WHEREAS the Authority and the Participating Agency now desire to enter into this Agreement
to satisfy the requirements of Section 53316.2 of the Act and to memorialize their understanding
with respect to the proceeds of the Bonds, the Improvements and the Acquisition Agreement, all
as more particularly set forth below.
R:/Agreements/JCF Agree Harveston II 11 25 I
NOW, THEREFORE, in consideration of the foregoing and mutual covenants set forth below,
the parties hereto do hereby agree as follows:
Section 1. Reservation of Bond Funds. The Authority intends to reserve a portion of the
proceeds of the Bonds in an amount necessary to finance a portion of the costs incurred in
connection with the acquisition and construction of the Improvements. Said amount, together
with any investment earnings thereon, shall be held in an account within the Improvement Fund
established for the CFD (the "Improvement Fund") for the sole and exclusive benefit of the CFD,
and such amount shall in no way be pledged as security for the Bonds.
Other than the funds described in the preceding paragraph, the Authority shall have no
obligation to pay for any of the costs of the Improvements, including but not limited to any costs
of planning, acquisition, construction, installation or inspection of the Improvements. Any costs
of the improvements listed in Attachment A hereto in excess of the proceeds of the Bonds
available to pay such costs will be paid by or on behalf of a landowner in the CFD.
Section 2. Construction of Improvements. The Improvements have been or will be constructed
pursuant to plans and specifications approved by the Participating Agency. The Participating
Agency shall not have any liability whatsoever in respect of any work performed in connection
with the Improvements; provided that this sentence shall in no way limit any rights the
Participating Agency may have against any persons or entities in respect of the acquisition or
construction of the Improvements once the Participating Agency accepts title to and control over
the Improvements.
To the extent that the Participating Agency incurs expenses incident to reviewing and approving
design plans and specifications, conducting construction field inspections and otherwise in
connection with the design, construction and acceptance of the Improvements, such expenses
may be reimbursed to the Participating Agency upon presentation of invoices as to the nature
and amount of such costs and expenses, from available amounts in the Improvement Fund, or if
there are no such available funds, then from one of the owners of the land in the CFD (as may
be required in any applicable subdivision improvement agreements pertaining thereto) or from
any other legally available funds.
Section 3. Inspection and Acceptance; Use of Bond Funds. The Participating Agency shall
cause inspections to be made during the construction of the Improvements in accordance with
its customary procedures for construction projects of a similar nature. Upon completion of
construction of the Improvements to the satisfaction of the Participating Agency, the
Participating Agency shall accept dedication of the Improvements in accordance with its
customary procedures, and shall accept ownership, and responsibility for operation of the
Improvements conditioned upon the passage to the Participating Agency of fee title clear of all
encumbrances and easements not otherwise acceptable to the Participating Agency in its sole
discretion. The Participating Agency shall have no responsibility with respect to the ownership
or operation of the Improvements unless and until construction has been completed to the
satisfaction of the Participating Agency. The Authority shall have no obligation to at any time
own or operate any of the Improvements.
Section 4. Assistance with Acquisition Aqreement. The Participating Agency hereby agrees to
assist the Authority in connection with the implementation of the Acquisition Agreement by
making its Director of Public Works and other officials available for the purposes, on the terms
and as otherwise provided for in the Acquisition Agreement with respect to any actions to be
performed by Participating Agency officials under the Acquisition Agreement.
R:/Agreements/JCF Agree Harveston II 11 25 2
Section 5. Limited Obliqations. All obligations of the Authority under and pursuant to this
Agreement shall be limited to the amounts on deposit in the Improvement Fund and described
in Section 1 above. No Boardmember, officer or employee of the Authority shall in any event be
personally liable hereunder.
The sole obligation of the Participating Agency hereunder with respect to the Improvements
shall be to inspect and accept the Improvements as described above. The Participating Agency
shall have no responsibility or obligation with respect to the Improvements for any action
occurring prior to acceptance by the Participating Agency. If, for any reason whatsoever, there
are insufficient funds to complete the Improvements or any portion thereof, the Participating
Agency shall have no obligation under this Agreement to fund any such shortfall.
The sole obligation of the Participating Agency hereunder with respect to the Acquisition
Agreement shall be to make available officials of the Participating Agency specifically
referenced in, and for the tasks specifically to be undertaken by such officials under the terms
of, the Acquisition Agreement.
If the Participating Agency shall fail to perform any of its obligations hereunder, the sole remedy
of the Authority shall be the commencement of an action in the Superior Court for specific
performance by the Participating Agency of such obligations.
Section 6. Termination. Notwithstanding any other provision of this Agreement, this Agreement
shall cease to be effective and shall terminate if the Bonds are not issued by November 1, 2005.
If not earlier terminated pursuant to the preceding sentence, this Agreement shall terminate
upon acceptance of the ownership and operation of the Improvements by the Participating
Agency, and disbursement of all amounts from the Improvement Fund to pay costs of the
improvements eligible to be funded by the CFD.
Section 7. No Obliqation to Form CFD; Aqreement of Benefit to Residents. The provisions of
this Agreement shall in no way obligate the Authority to form the CFD. Notwithstanding the
foregoing, by their respective execution of this Agreement, the Authority and the Participating
Agency each declare that this Agreement is beneficial to the residents within the jurisdiction of
their respective entities in assuring the provision of financing for a portion of the costs of the
Improvements in furtherance of the purposes of the Act.
Section 8. Partial Invalidity. If any part of this Agreement is held to be illegal or unenforceable
by a court of competent jurisdiction, the remainder of this Agreement shall be given effect to the
fullest extent reasonably possible.
Section 9. Successors and Assi,qns. This Agreement shall be binding upon and inure to the
benefit of the successors and assigns of the parties hereto. This Agreement is for the sole
benefit of the Authority and the Participating Agency and their successors and assigns, and no
other person or entity shall be deemed to be a beneficiary hereof or have an interest herein.
Section 10. Execution in Counterparts. This Agreement may be executed in counterparts, each
of which shall be deemed an original.
R:/Agreements/JCF Agree Harveston II 11 25 3
IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the day and
year written alongside their signature below.
CITY OF TEMECULA (the "Participating
Agency")
Date of Execution: November 25, 2003
By:.
City Manager
TEMECULA PUBLIC FINANCING
AUTHORITY (the "Authority")
Date of Execution: November 25, 2003
By:.
Executive Director
20009.05:J7039
R:/Agreement~JCF Agree Harveston II 11 25 4
A'I-I'ACHMENT A
DESCRIPTION OF THE IMPROVEMENTS
The widening of the Ynez Road bridge over San Gertrudes Creek, as further described in
Section 6 of the First Operating Memorandum to the Recorded Development Agreement
Between Lennar Homes Inc. and Winchester Hills I, LLC and City of Temecula, dated as of April
11, 2003, between Harveston, LLC, and the City of Temecula (the "Memorandum").
Design of and improvements to the Winchester Road/Ynez Road intersection, as further
described in Section 3 of the Memorandum.
The Facilities shall include the acquisition of right-of-way, the costs of design, engineering and
planning, the costs of any environmental or traffic studies, surveys or other reports, the cost of
any required environmental mitigation and any required noise mitigation measures, landscaping
and irrigation, soils testing, permits, plan check and inspection fees, insurance, legal and related
overhead costs, coordination and supervision and any other costs or appurtenances related to
any of the foregoing.
R:/Agreements/JCF Agree Harveston II 11 25 5
RECORDING REQUESTED BY
AND RETURN TO:
CITY CLERK
CITY OF TEMECULA
P.O. Box 9033
Temecula, CA 92589-9033
EXEMPT FROM RECORDER'S FEES
Pursuant to Government Code
Sections 6103 and 27383
NOTICE OF SPECIAL TAX LIEN
TEMECULA PUBLIC FINANCING AUTHORITY
COMMUNITY FACILITIES DISTRICT NO. 03-06
(HARVESTON II)
R:/Agreements/Noflce Special Tax Lien Harveston II 11 25 I
NOTICE OF SPECIAL TAX LIEN
Temecula Public Financing Authority
Community Facilities District No. 03-06
(Harveston II)
Pursuant to the requirements of Section 3114.5 of the California Streets and Highways
Code and Section 53311 et seq. of the California Government Code, the undersigned Secretary
of the Temecula Public Financing Authority (the "Authority"), County of Riverside, State of
California, hereby gives notice that a lien to secure payment of a special tax which the Board of
Directors of the Authority authorized, is hereby imposed. The special tax secured by this lien is
authorized to be levied for the purpose of paying principal and interest on bonds, the proceeds
of which are being used to finance the costs of certain public improvements, and costs to
eliminate a prior lien, all as described on Exhibit A attached hereto and hereby made a part
hereof.
The special tax is authorized to be levied within the Temecula Public Financing Authority
Community Facilities District No. 03-06 (Harveston II) which has now been officially formed and
the lien of the special tax is a continuing lien which shall secure each annual levy of the special
tax and which shall continue in force and effect until the special tax obligation is permanently
satisfied and cancelled in accordance with law or until the special tax ceases to be levied and a
notice of cessation of special tax is recorded in accordance with Section 53330.5 of the
Government Code.
The rate, method of apportionment, and manner of collection of the authorized special tax is as
set forth in Exhibit B attached hereto and hereby made a part hereof. Conditions under which
the obligation to pay the special tax may be prepaid in part and permanently satisfied in part are
as provided in Exhibit B hereto.
Notice is further given that upon the recording of this notice in the office of the County Recorder,
the obligation to pay the special tax levy shall become a lien upon all nonexempt real property
within the Temecula Public Financing Authority Community Facilities District No. 03-06
(Harveston II) in accordance with Section 3115.5 of the California Streets and Highways Code.
The name(s) of the owner(s) of the real property included within the area of this community
facilities district and the assessor's tax parcel(s) numbers of all parcels or any portion thereof
which are included within the area of this community facilities district, in each case which are not
exempt from the special tax and as they appear on the latest secured assessment roll as of the
date of recording of this or as otherwise known to the Authority, are as set forth in Exhibit C
attached hereto and hereby made a part hereof.
Reference is made to the boundary map of the community facilities district recorded on
November 4, 2003 at 8:00 a.m. in Book 55 of Maps of Assessment and Community Facilities
Districts at Page 19 (instrument no. 2003-873915), in the office of the County Recorder for the
County of Riverside, State of California, which map is now the final boundary map of the
community facilities district.
R:/AgreementsJNotice Special Tax Lien Harveston II 11 25 2
For further information concerning the current and estimated future tax liability of owners
or purchasers of real property subject to this special tax lien, interested persons should contact
the Treasurer of the Temecula Public Financing Authority, Temecula Public Financing Authority,
43200 Business Park Drive, Temecula, CA 92590, telephone number (909) 694-6430.
Dated: ,2003 By:
Secretary,
Temecula Public Financing Authority
R:/Agmement~JNotice Special Tax Lien Harveston II 11 25 3
EXHIBIT A
TEMECULA PUBLIC FINANCING AUTHORITY
COMMUNITY FACILITIES DISTRICT NO. 03-06
(HARVESTON II)
DESCRIPTION OF FACILITIES ELIGIBLE TO BE FUNDED BY THE DISTRICT
FACILITIES
It is intended that the District will finance all or a portion of the costs of any of the following:
The widening of the Ynez Road bridge over San Gertrudes Creek, as further described in
Section 6 of the First Operating Memorandum to the Recorded Development Agreement
Between Lennar Homes Inc. and Winchester Hills I, LLC and City of Temecula, dated as of April
11, 2003, between Harveston, LLC, and the City of Tamecula (the "Memorandum").
Design of and improvements to the Winchester Road/Ynez Road intersection, as further
described in Section 3 of the Memorandum.
The Facilities shall include the acquisition of right-of-way, the costs of design, engineering and
planning, the costs of any environmental or traffic studies, surveys or other reports, the cost of
any required environmental mitigation and any required noise mitigation measures, landscaping
and irrigation, soils testing, permits, plan check and inspection fees, insurance, legal and related
overhead costs, coordination and supervision and any other costs or appurtenances related to
any of the foregoing.
OTHER
The District may also finance any of the following:
1. Bond related expenses, including underwriters discount, financial advisor fees and
expenses, appraisal and price point study costs, reserve fund, capitalized interest, bond and
disclosure counsel fees and expenses, landowner counsel fees and expenses and all other
incidental expenses.
2. Administrative fees of the Authority, the City of Temecula and the Bond trustee or fiscal
agent related to the District and the Bonds.
3. Reimbursement of costs related to the formation of the District advanced by the Authority,
the City of Temecula, any landowner in the District, or any party related to any of the foregoing,
as well as reimbursement of any costs advanced by the Authority, the City of Temecula, any
landowner in the District or any party related to any of the foregoing, for facilities, fees or other
purposes or costs of the District.
EXHIBIT B
TEMECULA PUBLIC FINANCING AUTHORITY
COMMUNITY FACILITIES DISTRICT NO. 03-06
(HARVESTON II)
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
A Special Tax shall be levied and collected on all Taxable Property in the Temecula Public
Financing Authority Community Facilities District No. 03-06 (Harveston II) ("CFD No. 03-06")
each Fiscal Year in an amount determined by the CFD Administrator through the application of
the appropriate Special Tax based on the procedures described below. All of the real property
within CFD No. 03-06, unless exempted by law or by the provisions hereof, shall be taxed for
the purposes, to the extent and in the manner herein provided.
A. DEFINITIONS
The terms hereinafter set forth have the following meanings:
"Acre or Acreage" means the land area of an Assessor's Parcel as shown on an Assessor's
Parcel Map, or if the land area is not shown on an Assessor's Parcel Map, the land area shown
on the applicable final map, parcel map, condominium plan, or other similar recorded County
instrument.
"Act" means the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5,
Division 2 of Title 5 of the Government Code of the State of California.
"Administrative Expenses" means the actual or reasonably estimated costs directly related to
the administration of CFD No. 03-06, including but not limited to: the costs of computing the
Special Taxes and of preparing the annual Special Tax collection schedules (whether by the
CFD Administrator or designee thereof or both); the costs of collecting the Special Taxes
(whether by the Authority, County, City, or otherwise); the costs of remitting the Special Taxes
to the Trustee for any Bonds; the costs of commencing and pursuing to completion any
foreclosure action arising from delinquent Special Taxes; the costs of the Trustee (including its
legal counsel) in the discharge of the duties required of it under any Indenture; the costs of the
Authority, City or designee in complying with arbitrage rebate and disclosure requirements of
applicable federal and State securities laws, the Act and the California Government Code,
including property owner inquiries regarding the Special Taxes; the costs associated with the
release of funds from any escrow account; the costs of the Authority, City or designee related to
an appeal of the Special Tax; and an allocable share of the salaries of the City staff and City
overhead expense directly relating to the foregoing. Administrative Expenses shall also include
amounts advanced by the City or the Authority for any administrative purposes of CFD No. 03-
06.
"Apartment Property" means any Assessor's Parcels of Developed Property for which building
permits have been issued for attached residential units which are made available for rental, but
not purchase, by the general public,
"Assessor's Parcel" means a lot or parcel shown in an Assessor's Parcel Map with an assigned
Assessor's Parcel number.
"Assessor's Parcel Map" means an official map of the Assessor of the County designating
parcels by Assessor's Parcel number.
"Assigned Special Tax" means the Special Tax for each Land Use Class of Developed Property,
as determined in accordance with Section C below.
"Authority" means the Temecula Public Financing Authority.
"Backup Special Tax" means the Special Tax applicable to each Assessor's Parcel of
Developed Property, as determined in accordance with Section C below.
"Board of Directors" means the Board of Directors of the Authority, acting as the legislative body
of CFD No. 03-06.
"Bonds" means any bonds or other debt (as defined in Section 53317(d) of the Act), whether in
one or more series, issued or incurred by CFD No. 03-06 under the Act.
"CFD Administrator" means the Finance Director of the City, or designee thereof, responsible for
determining the Special Tax required and various other amounts described herein for providing
for the levy and collection of the Special Taxes.
"CFD No. 03-06" means Community Facilities District No. 03-06 (Harveston II) of the Temecula
Public Financing Authority.
"City" means the City of Temecula.
"County" means the County of Riverside.
"Developed Property" means all Taxable Property, exclusive of Property Owner Association
Property and Public Property, for which (i) a Final Subdivision was recorded prior to the January
1st preceding the Fiscal Year in which the Special Tax is being levied and (ii) a building permit
was issued after January 1, 2003, but prior to the April 1st preceding the Fiscal Year in which
the Special Tax is being levied.
"Final Subdivision" means a subdivision of property evidenced by the 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 the 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 starting July 1 and ending on the following June 30.
"Indenture" means the indenture, trust agreement, fiscal agent agreement, resolution or other
instrument pursuant to which Bonds are issued, as modified, amended and/or supplemented
from time to time, and any instrument replacing or supplementing the same.
"Land Use Class" means any of the classes listed in Table 1.
B-2
"Maximum Special Tax" means the maximum amount of Special Tax, determined in accordance
with Section C below, that can be levied in any Fiscal Year on any Assessor's Parcel to satisfy
the Special Tax Requirement.
"Non-Residential Floor Area" means the total floor area of a non-residential building(s) located
on an Assessor's Parcel, measured from outside wall to outside wall, exclusive of overhangs,
porches, patios, carports, or similar spaces attached to the building but generally open on at
least two sides, as determined by reference to the building permit(s) issued for that Assessor's
Pamel, or if these are not available, as otherwise determined by the CFD Administrator.
"Outstanding Bond(s)" means, as of any date, all Bonds previously issued that are outstanding
under the applicable Indenture.
"Property Owner Association Property" means any property within the boundaries of CFD No.
03-06 that is owned by, or irrevocably dedicated as indicated in an instrument recorded with the
County Recorder, to a property owner association, including any master or sub-association.
"Proportionately" means for: (i) Developed Property, that the ratio of the actual Special Tax levy
to the Assigned Special Tax is equal for all Assessor's Parcels of Developed Property within
CFD No. 03-06, (ii) Undeveloped Property, that the ratio of the actual Special Tax levy per Acre
of Undeveloped Property is equal for all Assessor's Parcels of Undeveloped Property, (iii)
Taxable Property Owners Association Property, that the ratio of the actual Special Tax levy per
Acre of Taxable Property Owners Association Property is equal for all Assessor's Parcels of
Taxable Property Owners Association Property, and (iv) Taxable Public Property, that the ratio
of the actual Special Tax levy per Acre of Taxable Public Property is equal for all Assessor's
Parcels of Taxable Public Property.
"Public Property" means any property within the boundaries of CFD No. 03-06 that is used for
rights-of-way or any other purpose and is owned by or irrevocably offered for dedication to the
federal government, the State, the County, the City or any other public agency. Once a parcel
has been designated as Public Property, it shall retain such status permanently.
"Residential Floor Area" means all of the square footage within the perimeter of a residential
structure, not including any carport, walkway, garage, overhang, patio, enclosed patio, or similar
area. The determination of Residential Floor Area shall be made by the CFD Administrator with
reference to the building permit(s) issued for such Assessor's Parcel or other appropriate means
selected by the CFD Administrator. Once such determination has been made for a parcel, it
shall remain fixed in all future Fiscal Years.
"Residential Property" means all Assessor's Parcels of Developed Property for which a building
permit(s) has been issued for purposes of constructing one or more residential dwelling units.
"Service Commercial Property" means all Assessor's Parcels that are south of Ynez Road
pursuant to Tract No. 29639-2.
"Single Family Property" means all Assessor's Parcels of Residential Property, other than
Apartment Property, for which building permits have been issued for detached or attached
residential units.
"Special Tax" means the Special Tax to be levied in each Fiscal Year on each Assessor's
Parcel of Developed Property, Undeveloped Property, Taxable Property Owner Association
B-3
Property and Taxable Public Property to fund the Special Tax Requirement, and shall include
Special Taxes levied or to be levied under Section D, below.
"Special Tax Requirement" means that amount required in any Fiscal Year for CFD No. 03-06
to: (a) (i) pay debt service on all Outstanding Bonds for the calendar year that commences in
such Fiscal Year; (ii) pay periodic costs on the Bonds, including but not limited to, credit
enhancement, liquidity support and rebate payments on the Bonds; (iii) pay Administrative
Expenses; and (iv) pay any amounts required to establish or replenish any reserve funds for any
Outstanding Bonds; less (b) a credit for funds available to reduce the annual Special Tax levy
under the Indenture, as determined by the CFD Administrator.
"State" means the State of California.
"Taxable Property" means all of the Assessor's Parcels within the boundaries of CFD No. 03-06
that are not exempt from the Special Tax pursuant to law or Section E below.
"Taxable Property Owner Association Property" means all Assessor's Parcels of Property
Owner Association Property that are not exempt pursuant to Section E below.
"Taxable Public Property" means all Assessor's Parcels of Public Property that are not exempt
pursuant to Section E below.
"Total Floor Area" means for an Assessor's Parcel, the sum of the Residential Floor Area plus
the Non-Residential Floor Area.
"Trustee" means the trustee or fiscal agent under the Indenture.
"Undeveloped Property" means, for each Fiscal Year, all Taxable Property not classified as
Developed Property, Taxable Property Owner Association Property or Taxable Public Property.
"Update Property" means an Assessor's Parcel of Undeveloped Property for which a building
permit has been issued, but which has not yet been classified as Developed Property, Taxable
Property Owner Association Property or Taxable Public Property.
B. ASSIGNMENT TO LAND USE CATEGORIES
Each Fiscal Year, all Taxable Property within CFD No. 03-06 shall be classified as Developed
Property, Taxable Public Property, Taxable Property Owner Association Property or
Undeveloped Property, and shall be subject to Special Taxes pursuant to Sections C and D
below. Developed Property shall be assigned to a Land Use Class as specified in Table 1.
The Assigned Special Tax for Single Family Property and Apartment Property shall be based on
the number of dwelling units. The Assigned Special Tax for Non-Residential Property shall be
based on the Acreage of the Assessor's Parcel.
C. MAXIMUM SPECIAL TAX RATE
1. Developed Property
a. Maximum Special Tax
The Maximum Special Tax shall be the greater of (i) the amount derived by application
of the Assigned Special Tax, or (ii) the amount derived by application of the Backup Special
Tax.
b. Assigned Special Tax
The Assigned Special Tax for Developed Property in each Fiscal Year for each Land Use Class,
commencing with Fiscal Year 2004-2005 and for each Fiscal Year thereafter, is shown below in
Table 1.
TABLE 1
ASSIGNED SPECIAL TAX AMOUNTS FOR DEVELOPED PROPERTY
COMMUNITY FACILITIES DISTRICT NO. 03-06
Assigned
Land Special Tax Per
Use Class Description Unit/Acre
1 Single Family Property $327 per unit
2 Apartment Property $327 per unit
3 Non-Residential Property $2,525 perAcre
c. Backup Special Tax
The Backup Special Tax for Developed Property in each Fiscal Year, shall be $2,525 per Acre
for Residential Property and Non-Residential Property.
d. Multiple Land Use Classes
In some instances an Assessor's Parcel of Developed Property may contain more than
one Land Use Class. The Assigned Special Tax levied on an Assessor's Parcel shall be the
sum of the Assigned Special Tax levies for all Land Use Classes located on that Assessor's
Parcel. The Backup Special Tax levied on an Assessor's Parcel shall be the sum of the Backup
Special Tax levies that can be imposed on all Land Use Classes located on that Assessor's
Parcel. The Maximum Special Tax levied on an Assessor's Parcel shall be the sum of the
Maximum Special Tax levies that can be imposed on all Land Use Classes located on that
Assessor's Parcel.
For purposes of calculating the Backup Special Tax (but not the Assigned Special Tax) for each
Land Use Class under such circumstances, the Acreage assigned to each Land Use Class shall
be based on the proportion of Residential Floor Area or Non-Residential Floor Area that is built
for each Land Use Class as compared with the Total Floor Area built on the Assessor's Parcel.
All allocations made under this section shall be determined by the CFD Administrator, and all
such allocations shall be final.
B-5
2. Undeveloped Property, Taxable Property Owner Association Property and Taxable
Public Property
a. Maximum Special Tax
The Maximum Special Tax for Undeveloped Property shall be $2,525 per Acre. The
Maximum Special Tax for Taxable Property Owner Association Property and Taxable Public
Property shall be $2,525 per Acre.
D. METHOD OF APPORTIONMENT OF THE SPECIAL TAX
Commencing with Fiscal Year 2004-2005, and for each following Fiscal Year, the CFD
Administrator shall levy the Special Tax as follows:
First: The Special Tax shall be levied Proportionately on each Assessor's Parcel of Developed
Property at up to 100% of the applicable Assigned Special Tax as needed to satisfy the Special
Tax Requirement;
Second: If additional monies are needed to satisfy the Special Tax Requirement after the first
step has been completed, the Special Tax shall be levied Proportionately on each Assessor's
Parcel of Undeveloped Properb/ at up to 100% of the Maximum Special Tax as needed to
satisfy the Special Tax Requirement;
Third: If additional monies are needed to satisfy the Special Tax Requirement after the first two
steps have been completed, then the levy of Special Tax on each Assessor's Parcel of
Developed Property whose Maximum Special Tax is determined through the application of the
Backup Special Tax shall be increased in equal percentages from the Assigned Special Tax up
to the Maximum Special Tax for each such Assessor's Parcel;
Fourth: If additional monies are needed to satisfy the Special Tax Requirement after the first
three steps have been completed, then the Special Tax shall be levied Proportionately on each
Assessor's Parcel of Taxable Property Owner Association Property up to the Maximum Special
Tax for Taxable Property Owner Association Property; and
Fifth: If additional monies are needed to satisfy the Special Tax Requirement after the first four
steps have been completed, then the Special Tax shall be levied Proportionately on each
Assessor's Parcel of Taxable Public Property up to the Maximum Special Tax for Taxable Public
Property.
Notwithstanding the above, under no circumstances will the Special Tax levied against any
Assessor's Parcel of Residential Property used for private residential purposes be increased by
more than ten percent as a consequence of delinquency or default by the owner of any other
Assessor's Parcel within CFD No. 03-06.
E. EXEMPTIONS
No Special Tax shall be levied on up to 107.44 Acres of Property Owner Association Property,
Public Property, and Service Commercial Property. The CFD Administrator will assign tax-
exempt status to Assessor's Parcels in the chronological order in which such Parcels are known
to the CFD Administrator to become Property Owner Association Property, Public Property or
Service Commercial Property. Once an Assessor's Parcel of Public Property has been
classified as exempt, its tax-exempt status will be permanent, independent of its future uses.
Property Owner Association Property or Public Property that is not exempt from Special Tax
levies under this section shall be subject to the levy of Special Tax and shall be taxed
Proportionately as part of the fourth and fifth steps, respectively, in Section D above, at up to
100% of the applicable Maximum Special Tax for Taxable Property Owner Association Property
or Taxable Public Property.
All Assessor's Parcels that have fully prepaid their Special Tax lien pursuant to Section I are
exempt from future Special Tax levies.
G. REVIEW AND APPEAL
Any taxpayer may file a written appeal of the Special Tax levied on his/her property with the
CFD Administrator, provided that the appellant is current in his/her payments of Special Taxes.
During the pendency of an appeal, all Special Taxes previously levied must be paid on or before
the payment date established when the levy was made. The appeal must specify the reasons
why the appellant claims the Special Tax is in error. The CFD Administrator shall review the
appeal, meet with the appellant if the CFD Administrator deems necessary, and advise the
appellant of its determination. If the CFD Administrator agrees with the appellant, the CFD
Administrator shall grant a credit to eliminate or reduce future Special Taxes on the appellant's
property. No refunds of previously paid Special Taxes shall be made.
H. MANNER OF COLLECTION
The Special Tax as levied pursuant to Section D above shall be collected in the same manner
and at the same time as ordinary ad valorem property taxes; provided, however, that the CFD
Administrator may directly bill the Special Tax, may collect Special Taxes at a different time or in
a different manner if necessary to meet the financial obligations of CFD No. 03-06 or as
otherwise determined appropriate by the CFD Administrator.
I. PREPAYMENT OF SPECIAL TAX
The following definition applies to Section I.
"Outstanding Prepayment Bonds" means, as of any date, all Bonds previously issued that are
anticipated by the CFD Administrator to be outstanding under the applicable Indenture
immediately after the first principal payment date for such Bonds following the then current
Fiscal Year.
1. Prepayment in Full
The Special Tax obligation described in Section D above with respect to any Assessor's Parcel
of Developed Property or Update Property may be fully prepaid. In addition, the Special Tax
obligation of any Assessor's Parcel of Taxable Public Property and/or Taxable Property Owner
Association Property may be prepaid. A prepayment may be made on an Assessor's Parcel
only if there are no delinquent Special Tax levies with respect to such Assessor's Parcel at the
time of prepayment. An owner of an Assessor's Parcel intending to prepay the Special Tax
B-7
obligation shall provide the CFD Administrator with written notice of intent to prepay. Within 30
days of receipt of such written notice, the CFD Administrator shall notify such owner of the
prepayment amount of such Assessor's Parcel. The CFD Administrator may charge the
Assessor's Parcel owner a reasonable fee for providing these figures, which must be paid by
the owner of the Assessor's Parcel prior to the calculation of the prepayment amount.
Prepayment must be made not less than 15 days prior to the next occurring date that notice of
redemption of Bonds from the proceeds of such prepayment may be given to the Trustee
pursuant to the Indenture.
The Prepayment Amount (defined below) for any Assessor's Parcel of Taxable Public Property
may be determined by the CFD Administrator as authorized under Sections 53317.3 and
53317.5 of the Act. However, no Special Tax prepayment for any Assessor's Parcel of Taxable
Public Property shall be allowed unless the amount of Assigned Special Tax levies that may be
imposed on Taxable Property within CFD No. 03-06 after the proposed prepayment is at least
1.1 times the maximum annual debt service on all Outstanding Bonds.
The Prepayment Amount (defined below) shall be calculated as summarized below
(capitalized terms as defined below):
Bond Redemption Amount
plus Redemption Premium
plus Defeasance Amount
plus Administrative Fees and Expenses
less Reserve Fund Credit
Total: equals Prepayment Amount
As of the proposed date of prepayment, the Prepayment Amount shall be calculated as follows:
Paraqraph No.:
1. Confirm that no Special Tax delinquencies apply to such Assessor's Parcel.
For Assessor's Parcels of Developed Property, compute the Assigned Special Tax and
Backup Special Tax applicable for the Assessor's Parcel to be prepaid. For Assessor's
Parcels of Undeveloped Property which are also classified as Update Property, compute
the Assigned Special Tax and Backup Special Tax for that Assessor's Parcel as though
it was already designated as Developed Property, based upon the building permit which
has already been issued for that Assessor's Parcel.
(a) Divide the Assigned Special Tax or Maximum Special Tax computed pursuant to
paragraph 2 by the estimated Assigned Special Tax levies for all of CFD No. 03-06
based on the Developed Property Special Tax levies which could be imposed in the
current Fiscal Year on all expected development in CFD No. 03-06, excluding any
Assessor's Parcels which have been prepaid; and
(b) Divide the Backup Special Tax computed pursuant to paragraph 2 by the estimated
Backup Special Tax levies at buildout for all of CFD No. 03-06 using the Backup Special
Tax amounts for the current Fiscal Year, excluding any Assessor's Parcels which have
been prepaid.
B--8
Multiply the larger quotient computed pursuant to paragraph 3(a) or 3(b) by the
Outstanding Prepayment Bonds, and (if determined necessary by the CFD Administrator
to effect the redemption of Bonds with such prepayment) round up to the nearest integral
multiple of $5,000 to compute the amount of Outstanding Prepayment Bonds to be
retired and prepaid (the "Bond Redemption Amount").
Multiply the Bond Redemption Amount computed pursuant to paragraph 4 by the
applicable redemption premium, if any, on the Outstanding Prepayment Bonds to be
redeemed (the "Redemption Premium").
Compute the amount needed to pay interest on the Bond Redemption Amount from the
first bond interest and/or principal payment date following the current Fiscal Year until
the earliest redemption date for the Outstanding Prepayment Bonds.
Determine the amount of the Special Tax levied on the Assessor's Parcel in the current
Fiscal Year which, has not yet been paid.
Compute the minimum amount the CFD Administrator reasonably expects to derive from
the reinvestment of the Prepayment Amount less the Administrative Fees and Expenses
from the date of prepayment until the redemption date for the Outstanding Prepayment
Bonds to be redeemed with the prepayment.
Add the amounts computed pursuant to paragraphs 6 and 7 and subtract the amount
computed pursuant to paragraph 8 (the "Defeasance Amount").
10.
Verify the administrative fees and expenses of CFD No. 03-06, including the costs of
computation of the prepayment, the costs to invest the prepayment proceeds, the costs
of redeeming Bonds, and the costs of recording any notices to evidence the prepayment
and the redemption (the "Administrative Fees and Expenses").
11.
If bond reserve funds for the Outstanding Prepayment Bonds, if any, are anticipated to
be at or above 100% of the bond reserve requirement (as specified in the Indenture)
immediately after the first principal payment date in the next Fiscal Year, the reserve
fund credit shall equal the expected reduction in the bond reserve requirement, if any,
associated with the redemption of Outstanding Prepayment Bonds as a result of the
prepayment (the "Reserve Fund Credit"). No Reserve Fund Credit shall be granted if
bond reserve funds are anticipated to be below 100% of the bond reserve requirement
immediately after the first principal payment date in the next Fiscal Year.
12.
The Special Tax prepayment is equal to the sum of the amounts computed pursuant to
paragraphs 4, 5, 9 and 10, less the amounts computed pursuant to paragraph 11 (the
"Prepayment Amount").
13.
From the Prepayment Amount, the amounts computed pursuant to paragraphs 4, 5, and
9 shall be deposited into the appropriate fund as established under the Indenture and be
used to retire Outstanding Prepayment Bonds or make debt service payments. The
amount computed pursuant to paragraph 10 shall be retained by CFD No. 03-06.
The Prepayment Amount may be insufficient to redeem an integral multiple of $5,000 of Bonds.
In such cases, the increment above $5,000 or integral multiple thereof will be retained in the
appropriate fund established under the Indenture to be used with the next prepayment of Bonds.
As a result of the payment of the current Fiscal Year's Special Tax levy as determined under
paragraph 7 (above), the CFD Administrator shall remove the Special Tax from the current
Fiscal Year's levy for such Assessor's Parcel from the County tax rolls. With respect to any
Assessor's Parcel that is prepaid, the Board of Directors shall cause a suitable notice to be
recorded in compliance with the Act, to indicate the prepayment of Special Tax and the release
of the Special Tax lien on such Assessor's Parcel, and the obligation of such Assessor's Parcel
to pay the Special Tax shall cease.
Notwithstanding the foregoing, no Special Tax prepayment shall be allowed unless the amount
of Maximum Special Taxes that may be levied on Taxable Property within CFD No. 03-06 after
the proposed prepayment is at least 1.1 times the maximum annual debt service on all
Outstanding Bonds following the proposed prepayment.
2. Prepayment in Part
The Maximum Special Tax on an Assessor's Parcel of Developed Property or Update Property
may also be partially prepaid. The amount of the prepayment shall be calculated as in Section
I. 1; except that a partial prepayment shall be calculated according to the following formula
(provided that the partial prepayment must in any event be sufficient to, in addition to payment
of all other components of the Prepayment Amount, redeem Bonds in increments of $5,000):
PP = ((PE-A) x F) +A
These terms have the following meaning:
pp =
PE =
F =
the partial prepayment
the Prepayment Amount calculated according to Section 1.1
the percent by which the owner of the Assessor's Parcel(s) is partially
prepaying the Maximum Special Tax.
the Administrative Fees and Expenses calculated according to Section 1.1
The owner of an Assessor's Parcel who desires to partially prepay the Maximum Special Tax
shall notify the CFD Administrator of (i) such owner's intent to partially prepay the Maximum
Special Tax, (ii) the percentage by which the Maximum Special Tax shall be prepaid, and (iii)
the company or agency that will be acting as the escrow agent, if applicable. The CFD
Administrator shall provide the owner with a statement of the amount required for the partial
prepayment of the Maximum Special Tax for an Assessor's Parcel within 30 days of the request
and may charge a reasonable fee for providing this service. Such fee must be paid prior to the
calculation of the Prepayment Amount.
With respect to any Assessor's Parcel that is partially prepaid, the CFD Administrator shall (i)
distribute the funds remitted to it according to Paragraph 13 of Section 1.1. and (ii) indicate in the
records of CFD No. 03-06 that there has been a partial prepayment of the Maximum Special
Tax and that a portion of the Maximum Special Tax equal to the outstanding percentage (1.00 -
F) of the remaining Maximum Special Tax shall continue to be authorized to be levied on such
Assessor's Parcel pursuant to Section D.
B-lO
J. TERM OF SPECIAL TAX
The Special Tax shall be levied for a period not to exceed 50 Fiscal Years, commencing with
Fiscal Year 2004-2005.
15-11
EXHIBIT C
TEMECULA PUBLIC FINANCING AUTHORITY
COMMUNITY FACILITIES DISTRICT NO. 03-06
(HARVESTON II)
ASSESSOR'S PARCEL NUMBERS AND OWNERS OF LAND WITHIN THE DISTRICT
County Assessor's
Parcel Numbers
916170014-3
910120008-1
910110027-7
910120008-1
916170016-5
910100008-9
Por.,910110013-4 Por.,
Por.,910120003-6 Por.,
Por.,910110076-1Por.,
Por.,910120007-0 Por.,
Por.,916040009-7 Por.,
Por.,910110013-4 Por.
916170014-3 Por.
916170012-1Por.
916170020-8 Pot.
910110027-7 Por.,910110076-1Por.,
916170018-7 Por., 910120008-1Por.,
916170016-5 Por.,910110013-4 Por.,
916170014-3 Por.
910110076-1Por.,916170018-7 Por.
916170012-1Por.
Owner of Record of Parcels
HARVESTON, LLC, a Delaware limited
liability company c/o Lennar Communities
- Inland Division
391 North Main Street, Suite 301
Corona, CA 92880
LENNAR HOMES OF CALIFORNIA, Inc.,
a California Corporation c/o Lennar
Communities - Inland Division
391 North Main Street, Suite 301
Corona, CA 92880
LEN-Inland LLC., a Delaware limited
liability company c/o Lennar Communities
- Inland Division
391 North Main Street, Suite 301
Corona, CA 92880
PLC Harveston, LLC, a Delaware limited
liability company c/o Lennar Communities
- Inland Division
391 North Main Street, Suite 301
Corona, CA 92880
B-12
Quint & Thimmig LLP 11/18/03
SUPPLEMENT NO. 1 TO ACQUISITION AGREEMENT
by and between the
TEMECULA PUBLIC FINANCING AUTHORITY
and
HARVESTON, LLC
Dated as of November 25, 2003
Relating to:
Temecula Public Financing Authority
Community Facilities District No. 03-06
(Harveston II)
2o008.o2:j7o7o
THIS SUPPLEMENT NO. 1 TO ACQUISITION AGREEMENT, dated as of November
25, 2003 (this "Supplement No. 1"), is by and between the Temecula Public Financing
Authority, a joint exercise of powers authority duly organized and existing under the laws of
the State of California (the "Authority"), and Harveston, LLC, a Delaware limited liability
company (the "Developer"), and amends that certain Acquisition Agreement, dated as of
August 1, 2002 (the "Original Agreement"), by and between the Authority and the Developer.
Capitalized terms used herein, except as otherwise defined herein, have the meanings given
such terms in Section 1.01 of the Original Agreement.
RECITALS:
A. In order to finance the Facilities as described in Exhibit A to the Original
Agreement, the Developer and the Authority have entered into the Original Agreement for the
acquisition of the Facilities and payment for Discrete Components thereof identified in the
Exhibits to the Original Agreement.
B. The Authority has now formed its Temecula Public Financing Authority
Community Facilities District No. 03-06 (Harveston II) (the "Harveston II CFD'), and the
Harveston II CFD is authorized to fund various public improvements (the "Harveston II
Facilities").
C. The Authority desires to engage the Developer to construct the Harveston II
Facilities, and to pay the costs of such Harveston II Facilities, in the manner contemplated by
the Original Agreement for the Facilities, ali as provided in the Original Agreement as
amended and supplemented by this Supplement No. 1.
AGREEMENT:
In consideration of the mutual promises and covenants set forth herein, and for other
consideration the receipt and sufficiency of which are hereby acknowledged, the Authority and
the Developer agree that the foregoing recitals, as applicable to each, are true and correct and
further make the agreements set forth below:
Section 1. Amendments and Supplements to Original Agreement..
(a)
follows:
The definitions in Section 1.01 of the Original Agreement are hereby amended as
(i) The following terms are hereby added to Section 1.01 of the Original
Agreement:
"Fiscal Agent Agreement" means the fiscal agent agreement pursuant to
which bonds of the Authority are issued for the Harveston II CFD.
"Harveston I CFD" means the Temecula Public Financing Authority
Community Facilities District No. 01-2 (Harveston), created by the Board of
Directors of the Authority under the Act.
-1-
"Harveston I Facilities" means the public facilities described in Exhibit A
hereto which are eligible to be financed by the Harveston I CFD.
"Harveston II CFD' means the Temecula Public Financing Authority
Community Facilities District No. 03-06 (Harveston II), created by the Board of
Directors of the Authority under the Act.
'Harveston II Facilities" means the public facilities eligible to be funded
by the Harveston II CFD."
(ii) The following terms in Section 1.01 of the Original Agreement are hereby
amended and restated in whole to read as follows:
"Bonds" means (i) with respect to the Harveston I CFD, the bonds
designated "Temecula Public Financing Authority Community Facilities District
No. 01-2 (Harveston) Variable Rate Demand Special Tax Bonds, 2002 Series A',
issued by the Authority for the Harveston I CFD, and (ii) with respect to the
Harveston II CFD, any bonds of the Authority issued for the Harveston II CFD.
"CFD" means, with respect to the Harveston I Facilities, the Harveston I
CFD and, with respect to the Harveston II Facilities, the Harveston II CFD.
"Discrete Component" means a functional segment or component of a
Facility that the Director of Public Works has agreed can be separately identified,
inspected and completed, and be the subject of a Payment Request hereunder.
The Discrete Components for the Harveston I Facilities are shown on Exhibit B
hereto under the heading "Harveston I CFD' and the Discrete Components for
the Harveston II Facilities are shown on Exhibit B hereto under the heading
'Harveston II CFD."
"Facilities" means, with respect to the Harveston I CFD, the Harveston
Facilities and, with respect to the Harveston II CFD, the Harveston II Facilities.
"Improvement Fund" means, with respect to the Harveston ! CFD and
the Harveston I Facilities, the Improvement Fund established by the Indenture
and, with respect to the Harveston II CFD and the Harveston II Facilities, the
Improvement Fund established by the Fiscal Agent Agreement.
"Indenture" means (i) with respect to the Harveston I CFD, the Indenture
of Trust, dated as of August 1, 2002, between the Authority and the Trustee, and
(ii) with respect to the Harveston II CFD, the Fiscal Agent Agreement.
"Supplement" means (i) Supplement No. 1 to Acquisition Agreement,
dated as of November 25, 2003, between the Authority and the Developer; and
(ii) any other written document amending, supplementing or otherwise
modifying this Acquisition Agreement and any exhibit hereto, including any
amendments to the list of Discrete Components in Exhibit B or Exhibit D, and/or
-2-
the addition to Exhibit B of additional Facilities (and Discrete Components) to be
financed with the proceeds of the Bonds deposited in the Improvement Fund.
(b) The last sentence of Section 3.01 of the Original Agreement is hereby amended
and restated in full to read as follows: "The authorized aggregate principal amount of the
Bonds for the Harveston I CFD is $25,000,000 and for the Harveston II CFD is $5,500,000; and
the amount that the Authority anticipates depositing to the Improvement Fund for the
Harveston I CFD is $5,150,000, and to the Improvement Fund for the Harveston II CFD is an
amount not in excess of $3,520,000."
(c) Section 4.07 of the Original Agreement is hereby amended and restated in full to
read as follows:
"Section 4.07. Time for Completion. The Developer agrees that this
Acquisition Agreement is for the benefit of the Authority and the Developer and,
therefore, the Developer represents that it expects to have requested payment of
$5,150,000 for the Harveston I Facilities under this Acquisition Agreement within twelve
(12) calendar months from the date of the closing of the Bonds for the Harveston I CFD,
and to have requested payment of the amount deposited to the Improvement Fund from
the proceeds of the Bonds issued for the Harveston II CFD within twelve (12) calendar
months from the date of closing of the Bonds for the Harveston II CFD. Any failure to
request the full amount in the Improvement Fund for the applicable Facilities within
said time period shall not, however, in itself, constitute a breach by the Developer of the
terms of this Acquisition Agreement."
(d) Section 9.01 of the Original Agreement is hereby amended and restated in full to
read as follows: "Section 9.01. Intentionally Omitted."
(e) Exhibit B to the Original Agreement is hereby replaced in whole with the text in
Exhibit A to this Supplement No. 1.
(f) The first paragraph of Exhibit C to the Original Agreement is hereby amended
and restated in full to read as follows:
"The undersigned (the "Developer"), hereby requests payment in the total
amount of $ for the Facilities (as defined in the Acquisition Agreement,
dated as of August 1, 2002, as amended, between the Temecula Public Financing
Authority (the "Authority") and the Developer), or Discrete Components thereof (as
described in Exhibit B to that Agreement), all as more fully described in Attachment 1
hereto. In connection with this Payment Request, the undersigned hereby represents
and warrants to the Authority as follows:"
Section 2. Counterparts. This Supplement No. 1 may be executed in counterparts,
each of which shall be deemed an original.
Section 3. Interpretation of Agreement. Captions used in this Supplement No. 1 are
for convenience of reference only and shall not affect the interpretation or meaning of this
Supplement No. 1 or the Original Agreement.
-3-
IN WITNESS WHEREOF, the parties have executed this Supplement No. I as of the day
and year first-above written.
TEMECULA PUBLIC FINANCING
AUTHORITY, for itself and on behalf of the
TEMECULA PUBLIC FINANCING
AUTHORITY COMMUNITY FACILITIES
DISTRICT 01-2 (HARVESTON)
By:.
Executive Director
HARVESTON, LLC, a Delaware limited
liability company
By: Lennar Homes of California, Inc., a
California corporation
By:
Its:
By:
Its:
EXHIBIT A TO SUPPLEMENT NO. 1
ACQUISITION AGREEMENT
EXHIBIT B
DISCRETE COMPONENTS OF HARVESTON I FACILITIES
FACILITY/DISCRETE COMPONENT DESCRIPTION
1. Offsite EIR Mitigation Improvements:
a. Rustic Glen Drive at Margarita Road 1. Street and Signal Improvements
2. Right of Way Acquisition
b. Margarita Road at South Project Residential 1. Street and Signal Improvements
2. Right of Way Acquisition
c. Winchester Road at Ynez Road 1. Street and Signal Improvements
2. Right-of-way Acquisition
d. Winchester Rd. at Margarita Road 1. Street and Signal Improvements
2. Right-of-way Acquisition
e. Winchester Rd. at Jefferson Ave. 1. Street and Signal Improvements
2. Right-of-way Acquisition
f. Winchester Road at 1-15 Southbound Ramp 1. Street and Signal Improvements
2. Right-of-way Acquisition
g. Margarita Road, Complete East One Half Widening 1. Street and Signal Improvements
2. Right of Way Acquisition
h., i. and j. [intentionally omitted]
k. Overland Drive at Jefferson Ave. 1. Street and Signal Improvements
2. Right-of-way Acquisition
DISCRETE COMPONENT
BUDGET
$67,7OO
TBD
$167,500
TBD
$984,700
TBD
$421,800
TBD
$384,100
TBD
TBD
$450,000
TBD
$129,400
TBD
A-1
1. Overland Drive at Ynez Road 1. Street and Signal Improvements
2. Right-of-way Acquisition
m. Overland Drive at Margarita Road 1. Street and Signal Improvements
2. Right-of-way Acquisition
n. Date Street at Ynez Road 1. Street and Signal Improvements
2. Right-of-way Acquisition
o. Date St at Service Commercial Access I 1. Street and Signal Improvements
2. Right-of-way Acquisition
p. Date St at North Project Residential Access Road 1. Street and Signal Improvements
2. Right-of-way Acquisition
q. Ynez Rd. at Service Commercial Access II 1. Street and Signal Improvements
2. Right-of-way Acquisition
r. Ynez Rd. at Service Commercial Access III 1. Street and Signal Improvements
2. Right-of-way Acquisition
s. Ynez Rd. at Service Commercial Access IV 1. Street and Signal Improvements
2. Right-of-way Acquisition
t. Date Street at Margarita Road 1. Street and Signal Improvements
2. Right-of-way Acquisition
u. Cherry/Date Streets Interchange Design Project
2. Harveston Backbone Improvements:
a. Margarita Road, Date Street to Santa Gertrudis Creek 1. Clear & Grubb, Grading & Detour
2. Storm Drain pipes, inlets & outlets
3. Paving/Curb & Gutter
4. Utilities
5. Irrigation, Landscaping & Walkways
b. Date Street, median and southerly one-half,
$129,400
TBD
$1,700
TBD
$184,500
TBD
$24,200
TBD
$174,200
TBD
$26,850
TBD
$13,425
TBD
$176,850
TBD
$157,000
TBD
$1,000,000
$0
$500,000
$85,000
$1,800,000
A-2
Margarita Rd. to Northerly Entrance Road.
1. Clear & Grubb, Grading
2. Storm Drain pipes, inlets & outlets
3. Paving/Curb & Gutter
4. Utilities
5. Irrigation, Landscaping & Walkways
c. Date Street, full width, Northerly Entrance to Ynez Road 1. Clear & Grubb, Grading
2. Storm Drain pipes, inlets & outlets
3. Paving/Curb & Gutter
4. Utilities
5. Irrigation, Landscaping & Walkways
d. Date Street, full width, Ynez Road to 1-15. 1. Clear & Grubb, Grading
2. Storm Drain pipes, inlets & outlets
3. Paving/Curb & Gutter
4. Utilities
5. Irrigation, Landscaping & Walkways
e. Ynez Road, full width, existing Ynez Road to Date Street 1. Clear & Grubb, Grading
2. Storm Drain pipes, inlets & outlets
3. Paving/Curb & Gutter
4. Utilities
5. Irrigation, Landscaping & Walkways
f. Ynez Road, full width, Date Street to northerly city limits. 1. Clear & Grubb, Grading
2. Storm Drain pipes, inlets & outlets
3. Paving/Curb & Gutter
4. Utilities
5. Irrigation, Landscaping & Walkways
g. Easterly Residential Access Road, full width (Harveston
School Road) (Completed)
1. Clear & Grubb, Grading
2. Storm Drain pipes, inlets & outlets
3. Paving/Curb & Gutter
4. Utilities
5. Irrigation, Landscaping & Walkways
$0
$o
$405,000
$0
$340,000
$0
$85,000
$600,000
$90,000
$600~000
$0
$600,000
$35,000
$600,000
$0
$0
$49Z000
$12,500
$620,000
$0
$40,000
$492,000
$9O,000
$620,000
$0
$80,000
$0
$o
$55,000
A-3
h. Loop Road, full width, lying adjacent to elementary school.
(Completed)
1. Clear & Grubb, Grading & Detour
2. Storm Drain pipes, inlets & outlets
3. Paving/Curb & Gutter
4. Utilities (reclaimed water line)
5. Irrigation, Landscaping & Walkways
$0
$60,000
$200,000
$65,000
$100,000
A-4
EXHIBIT B
DISCRETE COMPONENTS OF HARVESTON II FACILITIES
FACILITY/DISCRETE COMPONENT DESCRIPTION
1. Winchester/Ynez Road Intersection (Phase I):
Rough Grading:
Storm Drain:
Street improvements:
Signal, Signing and Striping:
Landscaping:
Total Phase I Cost
2. Winchester/Ynez Road Intersection (Phase II):
Rough Grading:
Storm Drain:
Street improvements:
Signal, Signing and Striping:
Landscaping:
Bridge Substructure:
Bridge Superstructure:
Total Phase II Cost:
Total Cost:
DISCRETE COMPONENT
BUDGET
$ 111,000.00
67,000.00
501,000.00
312,000.00
123,000.00
$1,114,000.00
$ 86,000.00
17,000.00
172,000.00
86,000.00
34,000.00
1,004,000.00
1~004,000.00
$2,403,000.00
$3,517,000.00
A-5
DISCRETE COMPONENTS OF HARVESTON II FACILITIES
FACILITY/DISCRETE COMPONENT DESCRIPTION
1. Winchester/Ynez Road Intersection (Phase I):
Rough Grading:
Storm Dram:
Street improvements:
Signal, Signing and Striping:
Landscaping:
Total Phase I Cost
2. Winchester/Ynez Road Intersection (Phase II):
Rough Grading:
Storm Drain:
Street improvements:
Signal, Signing and Striping:
Landscaping:
Bridge Substructure:
Bridge Superstructure:
Total Phase II Cost:
Total Cost:
DISCRETE COMPONENT
BUDGET
$ 111,000.00
67,000.00
501,000.00
312,000.00
123,000.00
$1,114,000.00
$ 86,000.00
17,000.00
172,000.00
86,000.00
34,00O.OO
1,004,000.00
1,004,000.00
$2,403,000.00
$3,517,000.00
A-5
ITEM 10
APPROVAL
CITY A'FI-ORNEY ~
DIRECTOR OF FINANCL:"'~
CITY MANAGER ~/'~ /
TO:
FROM:
DATE:
SUBJECT:
CITY OF TEMECULA
AGENDA REPORT
City M anager/Cit}/-)Co, l ~qcil
Debbie Ubnoske','Director of Planning
November 25, 2003
Amendment of the Temecula Regional Center Specific Plan to establish
regulations governing temporary uses in parking lots of the Promenade Mall
(40820 Winchester Road) Planning Application no. PA02-0522.
PREPARED BY:
Don Hazen, Principal Planner
RECOMMENDATION: Recommend that the City Council Approve the Amendment of the
Temecula Regional Center Specific Plan to establish regulations governing temporary uses in
parking lots of the Promenade Mall.
BACKGROUND: The applicant requests a text amendment of the Temecula Regional Center
Specific Plan to establish regulations related to temporary uses for the area encompassed by
the Promenade Mall and the surrounding interior parking lots of the loop road.
The Specific Plan is currently silent on the issue of temporary uses and by default, reverts to the
City-wide regulations outlined in Development Code Section 17.04.020. The primary restrictions
of the Code which have prompted the applicant to request greater flexibility ara that temporary
uses are limited to a maximum of two (2) events per calendar year and not exceeding four
consecutive days, and that the merchandise must be sold only by businesses that are
permanently established on the site.
The proposed Specific Plan text amendment would permit the mall and surrounding parking lots
(interior of the loop road) to have up to twelve (12) events per calendar year not exceeding
fourteen (14) consecutive days, but no more than two events per month; and that the uses also
include "Car Shows and Sales" and "Boat and Watercraft Shows and Sales".
The Promenade Mall is located in the central retail core of the City, which enables the site to
provide greater visibility to promote commerce in the region. While the City Attorney has
indicated that the City cannot legally require the applicant to give preference to local businesses
in these events, staff nevertheless believes that providing the mall greater opportunities for
temporary uses will have an overall regional economic benefit. All applications will still be
required to obtain approval of a Temporary Use Permit from the Planning Director, and in
discussions with the applicant, parking availability and mall access are primary factors that staff
and the mall management will evaluate.
The applicant plans to have a car sales event in December and requested joint processing of
this application before the Planning Commission and City Council.
At the Planning Commission Meeting on November 19, 2003 the Commission unanimously
approved this amendment with three changes. The Commission felt that 12 events per year
were too many and could have an impact on the mall and surrounding roads and recommended
that no more than 6 events be held in a year. They also had concerns with the length of time
permitted for each event and recommended no more than 2 events be allowed to take place for
14 days. The remaining 4 events would be restricted to no more than 7 days. The last change
the Commission requested was the addition of language in the Specific Plan that would allow
the Director of Planning to incrementally increase the number of events at some future date.
FISCAL IMPACT: Potential positive impact resulting from increased opportunities for sales tax
revenue.
ATTACHMENTS:
1. Draft City Council Ordinance approving text amendment
2. November 19, 2003 Planning Commission Staff Report
ATTACHMENT NO. 1
CITY COUNCIL ORDINANCE NO. 03-
R:\S P A~002\02-0522 Temecula Regional Center SPLStafl Repot[ - City C~uncil.doc
ORDINANCE NO. 2003
AN ORDINANCE OF THE CITY COUNCIL OF TEMECULA,
CALIFORNIA, APPROVING PLANNING APPLICATION PA02-
0522, AMENDMENT NO. 2 TO SPECIFIC PLAN NO. 263
(TEMECULA REGIONAL CENTER) AMENDING SECTION
II1.C.1 TO ESTABLISH REGULATIONS RELATED TO
TEMPORARY USES FOR THE LAND AREA ENCOMPASSED
BY THE PROMENADE MALL AND SURROUNDING PARKING
LOTS INTERIOR OF THE LOOP ROAD LOCATED AT 40820
WINCHESTER ROAD.
THE CITY COUNCIL OF THE CITY OF TEMECULA DOES ORDAIN AS FOLLOWS:
Section 1. Public hearings have been held before the Planning Commission and City
Council of the City of Temecula, State of California, pursuant to the Planning and Zoning law of
the State of California, and the City Code of the City of Temecula. The application is hereby
approved and Section II1.C.1 of the Specific Plan is hereby amended as follows:
A. Temporary Uses. By virtue of its location and land area, the Property can offer
unique opportunities to help promote local and regional businesses through temporary special
uses and events. Therefore, in addition to all other temporary uses currently permitted by
Section 17.04.020 of the City's Development Code, and notwithstanding any other provision in
the City's Development Code, or any other City rule, resolution, ordinance or code, temporary
uses shall be permitted on the Property, subject to the issuance of a temporary use permit
including, without limitation, the following:
Car Shows and Sales
Recreational Vehicle Shows and Sales
Boat and Watercraft Shows and Sales
B. Temporary uses may take place on any portion of the Property described as the
Promenade Mall and surrounding parking lots within the Iccp road, and shall be limited such
that: (i) there shall be no more than twelve (12) events per calendar year; (ii) each event shall
not exceed fourteen (14) consecutive days (not including days required for set up and take
down); and (iii) there shall be no more than two (2) events per month. Notwithstanding the
foregoing, Holiday and Seasonal events may have duration of fourty-five (45) consecutive days
of use (not including days required for set up and take down).
C. The following temporary uses shall be allowed on the Property, subject to the
issuance of a temporary use permit, in addition to the twelve (12) annual events authorized
above: (iv) Farmer's markets covered by that certain Minor Development Plan No. PA01-0234;
and (v) temporary uses sponsored, produced or facilitated by, not for profit organizations.
D. Sales from temporary uses shall not be restricted to merchandise customarily
sold on the Property by permanently established businesses.
E. Remaining Effectiveness. Except as modified by way of this Amendment, the
terms and provisions of the Specific Plan shall remain in full force and effect.
R:\S P A\2002\02-0522 Temecula Regional Center SPXCCordinance.doc
Section 2. The City Council in making a determination of Exemption from the
California Environmental Quality Act, specifically finds that the text amendment is exempt from
the California Environmental Quality Act because it does not constitute an entitlement to
develop or initiate a temporary use, and that each application for a Temporary Use Permit will
require separate review in accordance with the California Environmental Quality Act.
Section 3. This Ordinance shall be in full force and effect thirty (30) days after its
passage. The City Clerk shall certify to the adoption of this Ordinance. The City Clerk shall
publish a summary of this Ordinance and a certified copy of the full text of this Ordinance shall
be posted in the office of the City Clerk at least five days prior to the adoption of this Ordinance.
Within 15 days from the adoption of this Ordinance, the City Clerk shall publish a summary of
this Ordinance, together with the names of the Councilmembers voting for and against the
Ordinance, and post the same in the office of the City Clerk.
Section 4. PASSED, APPROVED, AND ADOPTED, by the City Council of the City
of Temecula this 25th day of November 2003.
ATTEST:
Jeffrey E. Stone, Mayor
Susan W. Jones, CMC
City Clerk
[SEAL]
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CiTY OF TEMECULA)
I, Susan W. Jones, CMC, City Clerk of the City of Temecula, California, do hereby certify
that the foregoing Ordinance No. 03- was duly introduced and placed upon its first reading
at a regular meeting of the City Council on the 25th day of November, 2003, and that thereafter,
said Ordinance was duly adopted and passed at a regular meeting of the City Council of the
City of Temecula on the 25th day of November, 2003 by the following roll call vote:
AYES:
COUNCILMEMBERS:
NOES:
COUNCILMEMBERS:
ABSENT:
COUNCILMEMBERS:
Susan W. Jones, CMC
City Clerk
R:~S P AX2002\02 0522 Temecula Regional Center SP~CCordinance,doc
2
ATTACHMENT NO. 2
NOVEMBER 19, 2003 PLANNING COMMISSION STAFF REPORT
Date of Meeting:
STAFF REPORT - PLANNING
CITY OF TEMECULA
PLANNING COMMISSION
November 19, 2003
Prepared by: Don Hazen Title: Principal Planner
File Number PA02-0522 Application Type: Specific Plan Amendment
Project Description: Amendment of the Temecula Regional Center Specific Plan to
establish regulations governing temporary uses in parking lots of
the Promenade Mall (40820 Winchester Road)
Recommendation: [] Recommend City Council Approval
CEQA: [] Exempt (Class) Not a project
[] Negative Declaration
[] Mitigated Negative Declaration with Monitoring Plan
[] EIR
PROJECT DATA SUMMARY
Applicant:
Application
Completion Date:
The Promenade In Temecula (Michael Doblado, General Manager))
October 21,2003
Mandatory Action Deadline Date: N/A
General Plan Designation: CC (Community Commercial)
Zoning Designation: SP-7 (Temecula Regional Center)
R:',S P AL2002\02-0522 Temecula Regional Center SPXSTAFF REPORT.doc
1
Site/Surrounding Land Use:
Site: Retail
North: Retail
South: Retail
East: Retail
West: Retail
Lot Area:
Total Floor Area/Ratio
Landscape Area/Coverage
Parking Required/Provided
BACKGROUND SUMMARY
Interior parking area within Promenade Loop Road
N/A
N/A
N/A
[] 1. Staff has worked with the applicant to ensure that all concerns have been addressed,
and staff and the applicant concur with the recommended text amendments.
ANALYSIS
The applicant requests a text amendment of the Temecula Regional Center Specific Plan to
establish regulations related to temporary uses for the area encompassed by the mall and the
surrounding parking lots within the interior Iccp road. The Specific Plan does not currently
address temporary uses, so the applicable regulations had been based on the City-wide
regulations specified in Development Code Section 17.04.020.
Minor Temporary Uses include events such as sidewalk sales, vendor stands, and outdoor
exhibits/sales of memhandise (typically in parking lots). The Development Code restricts Minor
Temporary Uses to a maximum of two (2) events per calendar year not exceeding four (4)
consecutive days, and the merchandise must be sold only by businesses that are permanently
established on the site. The applicant is requesting greater flexibility with respect to the
restrictions on businesses not established at the mall, the maximum allowable number of events
per year, and the duration of those events.
The proposed Specific Plan text amendment will permit "Car Shows and Sales, Recreational
Vehicle Shows and Sales, and Boat and Watercraft Shows and Sales". If approved, this will
eliminate the Development Code requirement that the sellers have a permanently established
place of business at the site. The applicant also requests that temporary uses at the mall not be
limited to two events per year, but allow up to twelve (12) events per calendar year; each event
wJll not exceed fourteen (14) consecutive days; and that there will be no more than two (2)
events per month.
R:~S P A~2002\02-0522 Temecula Regional Center SPXSTAFF REPORT.doc
2
Staff has analyzed the request and supports the greater flexibility being proposed. The mall area
is unique in that it has large expanses of parking area that are not being fully utilized at this time.
The mall is also sited in the central retail core of the City and enables the site to have greater
visibility to promote commerce in the region. While the City Attorney has indicated that the City
cannot require the applicant to give preference to local businesses in these events, staff
nevertheless believes that affording the mall greater opportunities for temporary uses will have
an overall regional economic benefit.
In discussions with the applicant, staff believes that there is a mutual understanding that the
scope, frequency, and/or duration of those events may likely decrease over time as the regional
population and mall usage increases. All applications for temporary uses in the City are subject
to review and approval of a Temporary Use Permit application by the Planning Director. This
process allows each department to review the request and place any conditions on the event
that may be deemed necessary. Parking availability and mall access are undoubtedly primary
factors that the Planning staff and the mall management would be jointly concerned with.
ENVIRONMENTAL DETERMINATION
In accordance with the California Environmental Quality Act, the proposed Project has
been deemed to be exempt from further environmental review. The text amendment
does not entitle or initiate a temporary use, and each application for a Temporary Use
Permit will require separate review in accordance with CEQA.
CONCLUSION/RECOMMENDATION
This is a request to amend the Regional Center Specific Plan, which requires City Council
approval. Staff recommends that the Planning Commission recommend City Council approval of
the application as submitted.
ATTACHMENTS.
PC Resolution 2003- Recommending City Council Approval with attached proposed
Specific Plan text
Vicinity Map
Development Code Excerpt, Section 17.04.020 (Temporary Use Permits)
R:~S P A~2002\02-0522 Temecula Regional Center SI~STAFF REPORT.doc
3
ATTACHMENT NO. 1
PC RESOLUTION NO. 2003- RECOMMENDING CITY COUNCIL APPROVAL WITH
ATFACHED PROPOSED SPECIFIC PLAN TEXT
R:~S P A~2002\02-0522 Temecula Regional Center SP~STAFF REPORT.doc
4
PC RESOLUTION NO. 2003
A RESOLUTION OF THE PLANNING COMMISSION OF THE
CiTY OF TEMECULA RECOMMENDING CITY COUNCIL
APPROVAL OF AN ORDINANCE APPROVING A TEXT
AMENDMENT OF THE TEMECULA REGIONAL CENTER
SPECIFIC PLAN AMENDING SECTION III.C.1 TO ESTABLISH
TEMPORARY USE REGULATIONS FOR THE LAND AREA
ENCOMPASSED BY THE PROMENADE MALL AND
SURROUNDING PARKING LOTS INTERIOR OF THE LOOP
ROAD LOCATED AT 40820 WINCHESTER ROAD.
WHEREAS, The Promenade in Temecula, initiated Planning Application No. PA02-0522
(Specific Plan Amendment), in accordance with the City of Temecula General Plan and
Temecula Regional Center Specific Plan;
WHEREAS, Planning Application No. PA02-0522 was processed including, but not
limited to public notice, in a timely manner prescribed by State and local law;
WHEREAS, the Planning Commission considered Planning Application No. PA02-0522
(Specific Plan Amendment) on November 19th, 2003, at a duly noticed public hearing as
prescribed by law, at which time the City staff and interested persons had an opportunity to, and
did testify either in support or opposition to this matter;
NOW, THEREFORE, THE PLANNING COMMISSION OF THE CITY OF TEMECULA
DOES RESOLVE, DETERMINE AND ORDER AS FOLLOWS:
Section 1. Specific Plan Amendment. The Planning Commission hereby
recommends that the City Council approve a text amendment of the Temecula Regional Center
Specific Plan to modify Section III.CA. adding provisions for Temporary Uses as shown in
Exhibit A.
Section 2. Environmental Compliance. The Planning Commission has reviewed the
application and hereby recommends that the City Council of the City of Temecula find that the
text amendment is exempt from the California Environmental Quality Act because it does not
constitute an entitlement to develop or initiate a temporary use, and that each application for a
Temporary Use Permit will require separate review in accordance with the California
Environmental Quality Act.
Section3. PASSED, APPROVED AND ADOPTED by the City of Temecula
Planning Commission this 19th day of November 2003.
ATTEST:
Dennis Chiniaeff, Chairperson
Debbie Ubnoske, Secretary
[SEAL]
R:XS p A~2002\02-0522 Temecula Regional Center SP~PCRESO.doc
1
STATE OF CALIFORNIA )
COUNTYOF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Debbie Ubnoske, Secretary of the Temecula Planning Commission, do hereby certify
that PC Resolution No. 2003- was duly and regularly adopted by the Planning Commission
of the City of Temecula at a regular meeting thereof held on the 19th day of November 2003, by
the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
PLANNING COMMISSIONERS:
PLANNING COMMISSIONERS:
PLANNING COMMISSIONERS:
PLANNING COMMISSIONERS:
Debbie Ubnoske, Secretary
R:~S P A~2002\02-0522 Tcmecula Regional Center SP~CRESO.doc
2
ATTACHMENT A
PC RESOLUTION NO. 2003-
R:XS p A~2002\02-0522 Temecula Regional Center SPu'~CRESO.doc
3
c. Temporary Uses. By virtue of its location and land
area, the Property can offer unique opportunities to help
promote local and regional businesses through temporary
special uses and events. Therefore, in addition to all other
temporary uses currently permitted by Section 17.04.020 of
the City's Development Code, and notwithstanding any
other provision in the City's Development Code, or any
other City rule, resolution, ordinance or code, temporary
uses shall be permitted on the Property, subject to the
issuance of a temporary use permit including, without
limitation, the following:
Car Shows and Sales
Recreational Vehicle Shows and Sales
Boat and Watercraft Shows and Sales
Temporary uses may take place on any portion of the
Property, and shall be limited such that: (i) there shall be
no more than twelve (12) events per calendar year; (ii) each
event shall not exceed fourteen (14) consecutive days (not
including days required for set up and take down); and, (iii)
there shall be no more than two (2) events per month.
Notwithstanding the foregoing, Holiday and Seasonal
events may have durations of forty-five (45) consecutive
days of use (not including days required for set up and take
down).
The following temporary uses shall be allowed on the
Property, subject to the issuance of a temporary use permit,
in addition to the twelve (12) annual events authorized
above: (iv) Farmer's markets covered by that certain
Minor Development Plan No. PA01-0234; and (v)
temporary uses sponsored, produced or facilitated by not
for profit organizations.
Sales f~om temporary uses shall not be restricted to
merchandise customarily sold on the Property by
permanently established businesses.
III-56.1
ATTACHMENT NO. 2
VICINITY MAP
R:~S P A~002\02-0522 Temecula Regional Center SPXSTAFF REPORT.doc
5
,ilJJJJ
~ J J~
ATTACHMENT NO. 3
DEVELOPMENT CODE EXCERPT, SECTION 17.04.020 (TEMPORARY USE PERMITS)
R:~S P A~2002\02-0522 Temecula Regional Center SPXSTAFF REPORT.doc
6
"use" shall mean the beginning of a substantial construction of the use that is
construction must thereafter be pursued diligently to completion, or the
actual occu of existing buildings or land under terms of the authorized use.
Reservation of Ri( permit granted
or approved hereunder, be approved or conditionally approved with the city, and its
planning director, and city council retaining and reserving the right and
jurisdiction to review and modif~ ~ conditional use permit (including the conditions of
approval) based on chan Changed cimumstances include, but are not
limited to the modification of the business
the business, and the expansion,
reservation of right to review any conditional use
approved hereunder bythe city, its planning director
is in addition to, and not lieu of, the right of
commission, and city council to review and revoke
approved or conditionally approved her~
on such conditional use permit or for the maintenance of any
code violation thereon.
~hasis, size or nature of
uretion or change of use. The
t granted or approved or conditionally
ling commission, and city council
planning, planning
' conditional use permit
condition or other
J. Modifications of a Conditional Use Permit. Req
be made in conformance with the provisions of Section 17.05.030. (Ord. 96-19 §~'~) and
(J); Ord. 95-16 § 2 (part); Ord. 97-17 § 7, Ord. 03-04 § 2)
17.04.020 TEMPORARY USE PERMITS.
Purpose and Intent. The temporary use permit allows for short-term activities, typically less
than one year in duration, which may be appropriate when regulated.
Permitted Uses. Temporary uses are divided into two general categories, minor and major.
Major temporary uses have a potential to create health and safety problems, can occur on
undeveloped property, could create traffic problems, and/or could potentially disrupt
community life. Minor temporary uses occur on developed private property, generally
commercial, for very short time periods. These temporary uses produce little noise, and
have no impacts to adjacent properties or to traffic and public safety.
Major Temporary Uses. The following major temporary uses may be permitted,
subject to the issuance of a temporary use permit.
a. Real estate offices and model homes within approved development projects.
On- and off-site contractors' construction yards in conjunction with an
approved active development project.
Trailers, coaches or mobile homes as a temporary residence of the property
owner when a valid residential building permit is in force. The permit may be
granted for up to one hundred eighty days, or upon expiration of the building
permit, whichever first occurs.
Christmas tree sales lots, however, a permit shall not be required when such
sale is in conjunction with an established commercial business holding a
valid business license, provided such activity shall be only held from
November 1 st through December 31 st.
Includes Amendments as of July 8, 2003 Chapter 17.04 ~ 4
Fairs, festivals and concerts, when not held within premises designed to
accommodate such events, such as auditoriums, stadiums, or other public
assembly facilities.
f. Pumpkin sales Jots.
g. Seasonal sale of agricultural products.
Outdoor temporary swap meets or auctions, limited to two events per
calendar year, not exceeding four consecutive days.
Minor Temporary Uses. The following minor temporary uses may be permitted,
subject to the issuance of a temporary use permit.
Outdoor display and sales of merchandise within commercial land use
districts, limited to two events per calendar year, not exceeding four
consecutive days, including only merchandise customarily sold on the
premises by a permanently established business.
Public health and safety activities including emergency clinics and temporary
inoculation centers.
c. Sidewalk sale and vendor stands (non-mobile),
d. Flower sales (non-mobile).
e. Special lighting exhibits including spotlights.
Veterinary clinics on developed sites that are not in conjunction with a
veterinary facility (i.e., pet store, groomer).
For temporary uses that are not listed in Subsections B.1 and B.2, the director of
planning may, at his/her sole discretion, determine whether an unlisted temporary
use should be classified as major or minor. This determination shall be based upon
the similarities and differences with the above listed uses and an assessment of the
proposed temporary use's compatibility with the zoning district and surrounding land
uses.
Authority. A temporary use permit may be approved, conditionally approved or denied
administratively by the director of planning. The director may refer such initial application to
the planning commission. Decisions of the director may be appealed to the planning
commission, pursuant to Section 17.03.090 of this development code.
Findings. The director of planning may approve, or conditionally approve a temporary use
permit application, only when the following findings can be made:
The proposed temporary use is compatible with the nature, character and use of the
surrounding area.
The temporary use will not adversely affect the adjacent uses, buildings or
structures.
Includes Amendments as of July 8, 2003 Chapter 17.04 - 5
The nature of the proposed use not detrimental to the health, safety, or welfare of the
community.
Conditions of Approval. In approving an application for a temporary use permit, conditions
may be imposed when deemed necessary to ensure that the permit will be in accordance
with the intent of this development code. These conditions may involve any pertinent factors
affecting the operation of such temporary event, or use, and may include, but are not limited
to:
Provision for a fixed period not to exceed ninety days for a temporary use not occupying a
structure, including promotional activities, or one year for all other uses or structures, or
for a shorter period of time as determined by the director, except that residential model
home complexes may be approved for any appropriate period of time.
2. Provision for temporary parking facilities, including vehicular ingress and egress.
Regulation of nuisance factors such as, but not limited to, prevention of glare or
direct illumination on adjacent properties, noise, vibration, smoke, dust, din, odors,
gases and heat.
Regulation of temporary structures and facilities, including placement, height and
size, location of equipment and open spaces, including buffer areas and other yards.
5. Prevision for sanitary and medical facilities.
6. Provision for solid, hazardous and toxic waste collection and disposal.
7. Provision for security and safety measures.
8. Regulation of signs,
Regulation of operating hours and days, including limitation of the duration of the
temporary use.
10.
Submission of a performance bond or other surety devices, to ensure that any
temporary facilities or structures used will be removed from the site within a
reasonable time following the event and that the property will be restored to its
former condition.
11.
A requirement that the approval of the requested temporary use permit is contingent
upon compliance with applicable provisions of the municipal code.
12.
Any other conditions which will ensure the operation of the proposed temporary use
in an orderly and efficient manner and in accordance with the intent and purpose of
this section.
Revocation. A temporary use permit may be revoked or modified by the director in
accordance with Section 17.03.080. (Ord. 98-19 §§ 2(K) and (L); Ord. 95-16 § 2 (part); Ord.
97-17 § 3(B); Ord. 99-24 § 1)
Includes Amendments as of July 8, 2003 Chapter 17.04 - 6
ITEM 11
APPROVAL
CITY ATTORNEY
D,RECTOR Or
CITY MANAGER '~
TO:
FROM:
DATE:
SUBJECT:
Stone)
CITY OFTEMECULA
AGENDA REPORT
City Manager/City Council
Jim O'Grady, Assistant City Manag r~..-v.-~
November 25, 2003
Donation to Temecula Pop Warner Cheerleading Squad (Requested by Mayor
RECOMMENDATION: That the City Council consider approval and allocation of up to
$1000 to assist Temecula Pop Warner Cheedeading squad members in attending the national
championship competition.
BACKGROUND: The Temecula Pop Warner Cheedeading squad members have won
regional competitions, and if they are successful in their next competition, will be invited to
attend the national championships to be held in Florida. There are 20 members of this squad.
Mayor Stone is requesting that the City Council consider approving up to $1000 to assist the
squad in travel expenses in the event that they attend the national championships.
FISCAL IMPACT: Funding was not included in the FY 2003/04 budget for this purpose. If
Council approves this request, Council would also need to appropriate $1000 from the
Unallocated Reserves of the General Fund to Department 101, account 5267 ((Community
Support - Community Services Funding)
E:\Ogradyj'~Agenda Reports\Pop Warner Donation - 11-25-03.doc
ITEM 12
TO:
FROM:
DATE:
SUBJECT:
APPROVAL
CITY A'Fr'ORNEY ...
DIRECTOR OF FI~A~/~I~
CITY MANAGER X~A ~
CITY OF TEMECULA
AGENDA REPORT
City Council
Shawn D. Nelson, City Manager
November 25, 2003
Appointment of Ad Hoc Council Subcommittee to review the Campus Project
(At the request of Mayor Stone)
PREPARED BY: Michaela A. Ballreich/Deputy City Clerk
RECOMMENDATION: Appoint two members of the City Council to serve on an Ad Hoc Council
Subcommittee for the purpose of reviewing the Campus Project.
Campus Project Subcommittee
DEPARTMENTAL
REPORTS
TO:
FROM:
DATE;
SUBJECT:
APPROVAL
CITY MANAGER
CITY OF TEMECULA
AGENDA REPORT
City Manager/City~.oL~il
Debbie Ubnoske~..~ctor of Planning
November 25, 2003
Monthly Report
The following are the recent highlights for the Planning Division of the Community Development
Department in the month of October 2003.
CURRENT PLANNING ACTIVITIES
New Cases
The Division received 7..~1 new applications for administrative, other minor cases, and home
occupations and 1__~0 applications for public hearings during the month of October. The new public
hearing cases are as follows:
DEVELOPMENT PLAN 1
MINOR CONDITIONAL USE PERMIT 1
LOT LINE ADJUSTMENT 2
EXTENSION OF TIME 1
DEVELOPMENT AGREEMENT 1
MASSAGE DEVELOPMENT PERMIT 1
CERTIFICATE OF LAND DIVISION
COMPLIANCE 1
MERGE CONTIGUOUS PARCELS 1
TENTATIVE TRACT MAP RESIDENTIAL 1
Status of Maior Proiects
Recently Approved Projects
Paseo del Sol Pad "C" - An Administrative Development Plan to construct a 7,368 square foot
commercial building on Pad "C" within the existing, 11.98 acres, Villages @ Pasco del Sol
shopping center on the north side of Highway 79 South. Jim Grant, of Del Sol Investments,
submitted the application on June11,2003. Approved October 2, 2003.
R:'~VIONTH LY. R PT~2003\10-2003 Report.doc
1
Vail MDC Tentative Parcel Map - A request to divide 7.56 acres into a 6 lot commercial
subdivision, located on the south side of SR79 South, north of Wolf Store Road and west of
Butterfield Stage Road. The application was submitted on June 30, 2003 and a DRC meeting
was held on July 30, 2003. An Initial Study has been prepared to address potential impacts to
archeological resources and the public review period ended on September 26, 2003. The
project was approved at the October 23, 2003 Director's Hearing Meeting.
Margarita Meadows - An Administrative Development Plan to remodel the front facade of an
existing building for retail use. The project is located at 40435 Winchester Road within the
Margarita Meadows/Costco Commercial Center at the northwest corner of the intersection of
Margarita Road and Winchester Road. The project Plans have been deemed to be acceptable
and an approval letter and conditions of approval were mailed to the applicant for signature on
October 1,2003.
Redhawk Car Wash - A Conditional Use Permit proposal to build a self-service car wash
located approximately 500 feet west of Redhawk Parkway on the south side of Via Rio
Temecula. The Planning Director approved this project on August 21,2003 and an appeal has
been filed. The appeal is scheduled for the November 5th Planning Commission meeting. On
November 5, 2003, the Planning Commission denied the appeal and upheld the Director's
decision to approve the project.
Projects Under Review
Commemial
Overland - Ynez Commercial Center - A Development Plan to construct 2 restaurants totaling
10,385 square feet and a 22,000 retail building ail on 5.1 acres located on the southeast corner
of Overland and Ynez. McArdle & Associates submitted this project on August 13, 2003. A
DRC meeting was held on September 11,2003. Staff is awaiting revised plans.
Riverside Credit Union - A Conditional Use Permit/Development Plan to construct a 4,700
square foot bank with drive-thru services on .93 acres located at the southwest corner of
Highway 79 South and Avenida De Missions. VRA Architects of Park Ridge, Illinois, submitted
this project on August 19, 2003. A DRC comment letter was sent to the applicant September
26, 2003, and staff is awaiting revised plans. (No change in status as of 11/6/03).
Palmilla Plaza Medical Office Building - A Development Plan to construct a single-story
speculative medical office building on a .72-acre site. Located at 29748 Rancho California Road
within the existing Palmilla Plaza. The application was submitted on August 20, 2003. A DRC
meeting was held on September 18, 2003. Staff is awaiting plan revisions. It is anticipated that
plans will be submitted by late November.
Church of Jesus Christ of Later Day Saints - A Conditional Use Permit/Development Plan to
construct and operate a 24,119 square foot single story church located on the north side of
Pauba Road, approximately 170 linear feet west of the centerline of Code Villoso. A DRC was
held on February 13, 2003. A Community Meeting was subsequently held in the Council
Chambers on March 17, 2003. Staff noted a number of concerns, which were voiced by the
neighbors, which were then summarily sent to each attendee. A revised traffic study was
submitted on August 13, 2003 and a second community meeting was held on September 11,
2003. Staff is preparing an Initial Study and is awaiting a Cultural Resources report.
R:~'IONTHLY.RPT~2003\10-2003 Reporl.doc
2
Overland Self Storage Facility- Conditional Use Permit to construct a 124,496 square foot, one
story, self-storage mini warehousing facility on a two lot, 3.65-acres site, located south of
Overland Drive and east of Commerce Center Drive. Future phase to include construction of a
one-story 3,000 square foot office and caretaker's dwelling unit located at front of site. The
applicant/owner has revised the architectural elevation plans for staff's review. Revised plans
have been re-submitted and staff has continued to note discrepancies. A meeting with the
applicant was held on August 14, 2003. The applicant resubmitted plans on October 28, 2003.
Comments due from all departments on November 19, 2003
Ridge Park Point Office Building - A Development Plan to construct an 18,981 square foot
three-story office building on 1.01 acres. The subject property is located on Ridge Park Drive,
south of Rancho California Road. The application was submitted on September 18, 2003. A
DRC meeting was held on October 16, 2003. Staff is awaiting plan revisions.
Jefferson Avenue Inn - A revised Development Plan to construct, establish and operate a 3-
story, 56-unit hotel complex totaling 31,600 square feet on a 1.35 acre site, located
approximately 200 feet east of Jefferson Avenue and 200 feet north of Winchester Road. This
application was heard by the City Council on appeal and was remanded back to the Planning
Commission for further revisions. The project has been scheduled for the November 19, 2003
Planning Commission Meeting.
Winchester Pavilion - A Development Plan to construct, operate and establish a 15,156 square
foot commercial building on 1.15 acres, located at 41720 Winchester Road, west of Enterprise
Circle South and east of Enterprise Circle West. The project was submitted on March 27, 2003.
A DRC meeting was held on May 15, 2003 and plans need revisions. A DRC letter was mailed
to the applicant on May 15, 2003. Staff met with the applicant on September 16, 2003, to
discuss proposed revisions to the project. The applicant resubmitted the project on October 31,
2003. Comments due November 23, 2003.
Roripaugh Town Center- A Development Plan to design and construct approximately 171,200
square feet of commercial development, which include four major tenant buildings, six smaller
freestanding buildings and inline shops on 20.2 acres. The project is located on the northeast
corner of Nicholas Road and Winchester Road. Matthew Fagan Consulting Services submitted
the application on July 24, 2003. A DRC meeting was held September 4, 2003. Staff is awaiting
submittal of revised plans. (No change in status as of November 6, 2003).
Toyota of Temecula New Service Facility - A Development Plan to construct and operate a 5,
469 square foot service facility on 3.05 acres located on the east side of Motor Car Parkway,
north of Solana Way. The application was submitted on July 14, 2003. A DRC meeting was
held on August 14, 2003. Staff has reviewed revised plans that were submitted October 17,
2003, and will be issuing conditions of approval shortly.
Temecula Highlands - A Development Plan to construct a 30,514 square foot office building on
1.4 acres located on the south side of County Center Drive, approximately 1,500 feet east of
Ynez Road (APN 910-110-045). Mc Ardle Associates submitted the application for the Garrett
Group of Temecula on August 13, 2003. A DRC meeting was held for the project on September
11,2003. Staff has reviewed revised plans that were submitted October 14, 2003, and has
further comments.
Sushi Camp Patio Dining - An Administrative Development Plan to establish a 308 square foot
outdoor dining area on existing hardscape to consist of steel chairs and tables and a 36"
R:~MONTHLY.RP'r~.003\10-2003 Report.doc
3
wrought iron fence at 32240 Highway 79 South, Suite 104. A letter was sent to the applicant on
September 22, 2003. Staff has sent a letter to follow up on the status of revisions. Spoke to the
applicant via telephone and awaiting submittal of revised plans.
Chaparral Center Addition - A Development Plan to construct a three story 12,551 square foot
commercial addition to the existing Chaparral Center on 0.45 acres located on the west side of
Old Town Front Street, approximately 150 feet north of 6TM Street (APN 922-026-022). Matthew
Fagan Consulting Services, submitted the application for Michael McMillan of Temecula on
August 25, 2003. A D RC meeting was held for the project on September 25, 2003. The project
went to the Old Town Local Review Board on October 13, 2003. Staff is awaiting submittal of
revised plans. Staff has reviewed revised plans that were submitted October 17, 2003, and has
further comments.
Temecula Wine Company- A Minor Conditional Use Permit to establish a wine tasting facility in
the Tower Plaza Shopping Center. A letter was sent to the applicant on October 8, 2003,
outlining the issues. Staff is waiting for revised plans.
Roick Drive Business Park- A Development Plan to construct two commercial buildings totaling
25,618 square feet on 3.64 acres, located on the north side of Roick Drive, approximately 500
feet west of Winchester Road. Landan Construction Company submitted the application on
October 13, 2003. A DRC meeting with the applicant was held on October 13, 2003 to discuss
site design issues.
Subdivisions
Power Center II Parcel Map - A request to divide 9.25 acres into a 6-lot commercial subdivision,
located on the northwest corner of Margarita Road and North General Kearney Road.
Diversified Investments or San Juan Capistrano submitted this project on September 5, 2003. A
DRC meeting was held on October 2, 2003. The applicant resubmitted plans on October 28,
2003. Staff is currently reviewing the revised map.
Overland - Ynez Commercial Center Map - A request to divide 5.19 acres into 3 parcels based
upon a proposed site plan configuration for the property. This project is located on the
southwest corner of Overland Drive and Ynez Road. Davcon Development submitted this
project on September 2, 2003. A DRC comment letter was sent to the applicant September 26,
2003 and staff is awaiting revised plans.
Industrial
Roick/Regency Industrial Building - A Development Plan to construct an industrial building with
four suites totaling 12,407 square foot on 1.87 acres on southwest corner of Roick Drive and
Winchester Road. James E. Horeca, submitted the application for Regency, Inc, on July 1,
2003. A Pre-DRC meeting was held on July 22, 2003. A DRC meeting was held on July 31,
2003 with the applicant. Currently, Staff is awaiting submittal of revised plans.
Enterprise Circle Business Park - A Development Plan to construct a 9,060 square foot
office/warehouse building and an 8,898 square foot office/warehouse building on 1.87 acres
located at the corner of Enterprise Circle South and Enterprise Circle West. Dean Davidson
submitted the project on August 6, 2003. A DRC meeting was held on September 4, 2003. The
applicant submitted revised plans on October 14, 2003. A second DRC meeting is scheduled
for November 13, 2003.
R:'WIONTHLY.RP'F~003\10-2003 Report.doc
4
Mixed Use
Lago Bellagio - A Development Plan and Vesting Parcel Map to construct a 396-unit senior
retirement facility building totaling 477,020 square feet, an 110,121 square foot office building
and a 19,357 square foot clubhouse on 22.62 acres, located at the corner of Pechanga Parkway
and Loma Linda. A DRC meeting was held on May 22, 2003. A DRC letter was mailed out on
May 27, 2003. As of July 8, 2003, the applicant had not resubmitted plans for review. Staff sent
out a 30-day letter requesting exhibits. The applicant has responded to the 30-day letter and will
be resubmitting plans.
Vitlages of Old Town - Staff has met a few times during the past few weeks; however, no formal
submittal has been received. A subcommittee meeting will be held to discuss the project.
Old Town Queen Anne Victorian - A Conditional Use Permit and Development Plan to construct
a 11,000 square feet mixed use building to include retail uses (Restaurant) on the ground floor
and office uses on the second floor on 1.93 acres, located at the northeast corner of Old Town
Front Street an Fourth Street. A DRC meeting was held on for September 11,2003 and staff is
awaiting submittal for revised plans. Staff spoke to the applicant on October 13, 2003, and the
applicant stated they will submit revised plans by the end of November.
Dalton Historic Building - A Conditional Use Permit and Development Plan to construct a 22,037
square foot mix used building on .33 acres to include retail and office space on the first floor and
residential uses on the second floor, located the northwest corner of Main Street and Mercedes
Street. A DRC meeting was held on October 23, 2003, and a DRC letter was mailed to
applicant. A Purchase and Sale Agreement is scheduled for the November 18, 2003 City
Council Meeting. Upon a successful agreement, the applicant will submit a request for a
withdraw.
Penfold Plaza - A Development Plan to construct a 23,135 square foot mixed use building on 32
acres to include retail space on the first floor, office space on the second floor and a restaurant
on the third floor, located on the south side of Fifth Street and west of Old Town Front Street. A
DRC meeting was held on November 6, 2003, and a DRC letter was mailed to the applicant on
November 10, 2003.
Temecula Creek Village - A Substantial Conformance application to reduce the size of Building
C-5 to 23,679 square feet and to increase the size of Building C-9 to 6,000 square feet. Overall
project square footage will remain the same at 123,000 square feet. Staff is awaiting revised
floor plans and elevations.
Residential
2nd Dwelling Unit at Calle De Valardo - A second dwelling unit (Administrative Development
Plan) for a 665 square foot second dwelling unit at 43961Calle De Valardo (near Jeddidiah
Smith and Calle De Valardo). The applicant, Kecia Stewart, submitted an application for the
project on September 15, 2003 for the owners, Allen and Ann Pulsipher. A Pre-DRC meeting
was held on October 7, 2003 and a DRC meeting was held on October 16, 2003. Staff is
awaiting submittal of revised plans.
R:~IONTHLY.RPT'~.O03\IO-2003 ReporLdoc
5
Shea Homes at Roripaugh Ranch - A application for Product Review for 99 detached single-
family residences which will offer 3 floor plans in 3 architectural designs. The houses are
located in Planning Area 3 along Murrieta Hot Springs Road. Staff met with the applicant on
October 16, 2003 to discuss the project. Staff is waiting for revised plans.
Griffin Communities at Roripaugh Ranch - Application for Product Review of 100 detached
single-family residences, which will offer four floor plans in four architectural designs. The
houses are located in Planning Area 4A along Murrieta Hot Springs Rd. Staff met with the
applicant on July 25, 2003. The applicant submitted revisions on October 6,2003. Staff is
currently reviewing the revisions and anticipates a Planning Commission hearing November 19,
2003.
Marchand Way Development Inc - A Tentative Tract Map (31344) was initially a proposal for a
15-unit detached condominium project. On October 13, 2003, the applicant submitted a revised
map for 10 single-family lots. Staff has scheduled a DRC for November 13,2003 to discuss the
project.
Meeker Companies at Roripaugh Ranch - Application for Product Review for 113 detached
single-family residences, which will offer four (4) floor plans in three (3) architectural styles. The
houses are located in Planning Area 4B along Murrieta Hot Springs Road. The application was
submitted on November 4, 2003.
An application for a Tentative Tract Map 30990 - A request to subdivide 3 existing lots totaling
40,349 square feet into 6 single-family lots, located on the west side of Pujol Street and north of
First Street. The application was submitted on May 21, 2003 and a Pre-DRC meeting was
scheduled for June 10, 2003. A DRC meeting was held on July 10, 2003. The applicant
resubmitted the map on September 19, 2003. Staff has reviewed the revised map and a DRC
meeting was held on October 15, 2003.
Ham Residence - A request for a Certificate of Compliance for the southern portion of lot 7 of
TM 8211 located on Santiago Road east of Ynez Road, submitted by Tracy Ham. The
application was submitted on February 12, 2003. A Development Review Committee was held
March 13, 2003. A second DRC meeting was held on April 13, 2003. Staff is awaiting revised
.exhibits for the project. Staff has sent out a 30-day letter requesting revised exhibits. The
resubmitted on September 11, 2003. Staff reviewed the resubmittal and provided written
comments on October 7, 2003. As of November 10, 2003, staff as not received a resubmittal.
Harveston Tentative Tract Map No. 31267 - Residential Tract Map application to subdivide 5.6
acres into 62 single-family residential lots, 3 private driveway lots and 8 open space lots. The
site is located on the south side of Harveston Drive east of Lake View Road. The application
was submitted on April 23, 2003. A DRC meeting was held May 22, 2003. A letter was mailed
out to the applicant on June 23, 2003, requesting revised exhibits. Revised exhibits were
submitted on July 31, 2003. Staff met with the applicants on September 10th to discuss
concerns and staff is reconsidering some of its prior comments.
Naron Pacific Tentative Tract Map 30434 - A proposal for a zone change from L-1 to L-2 on
31.93 acres and Tentative Tract Map to create 30 residential lots and 4 open space lots in the
Chaparral area. The applicant has provided all materials, but is now proposing a PDO for the
project. The CAC has made a recommendation on policy for the Chaparral Area allowing 1/2-
acre lots if it does not increase a "net" density. An apptication for a PDO has not yet been
submitted.
R:'WIONTHLY.RPT\2003\10-2003 Report.doc
6
Tierra Vista Condominiums - An Administrative Development Plan to construct 23 residential
condominiums on 1.5 acres. The subject property is located on the northwest corner of Tierra
vista Road and Ynez Road. The application was submitted on September 30th. A DRC meeting
will be held on November 6, 2003. Staff is awaiting plan revisions.
Quiet Meadows - A proposal to subdivide 4.57 acres into 7 residential lots with one open space
lot; and a proposal to change the zoning designation from L-1 to L-2. An Environmental
Assessment has been completed. Based on the EA, no significant impacts have been
identified. On August 12, 2003, the City Council denied the Zone Change application without
prejudice and referred the Zone Change policy issue to the General Plan CAC for an advisory
recommendation. The CAC has determined that the Zone Change can be supported and the
applicant will refile a new application. The Planning Commission will review this on November
19, 2003.
Avondale Homes - A request to develop 130 detached single-family residential homes with four
different plans with three architectural designs in tract VTM 26828 located on the northwest
corner of Rita Way and Seraphina Road (north of Nicolas Road off of Joseph Road). Thomas
Houska on behalf of Richmond America submitted this project on September 2, 2003. A DRC
comment letter was sent to the applicant October 2, 2003. The applicant resubmitted plans that
addressed all of staff's concerns. Staff anticipates a December 4, 2003 Director's Hearing.
The Reserve @ Crowne Hill - A request to develop 28 semi-custom detached single-family
residential homes with three different plans with eight architectural designs in VTM 26941
located east of Crowne Hill Drive south of Pauba Road and north of Old Kent Road. Scott
Woodward on behalf of Craftsmen Homes submitted this project on September 18, 2003. A
DRC comment letter was sent to the applicant October 13, 2003. Staff is awaiting revised plans.
Miscellaneous
AT&T and Verizon Wireless - A Conditional Use Permit/Development Plan to construct, operate
and establish an unmanned wireless communication facility consisting of up to 42' high "popsicle
sticks" and a 8'x12' equipment area, located at the Rancho California Water District Water
Reservoir Complex, east of Meadow Parkway. Staff has received phone calls from the
surrounding residents expressing concerns about this proposal. The project was scheduled for
the October 15, 2003 Planning Commission Hearing with a denial recommendation, however,
the meeting was canceled and the project will be renoticed for a future Planning Commission
Hearing. Staff is meeting with the applicant to discuss the project.
Safe Harbor Fellowship - A Minor Conditional Use Permit to operate a church in an existing
industrial building located at 42327 Rio Nedo. Staff sent a letter outlining the various issues on
July 15, 2003 and July 30, 2003. On October 13, 2003 the applicant submitted a letter indicating
construction type and rating. Staff has met with applicant on October 22, 2003 to discuss
interior issues for this type of occupancy. The applicant has submitted revised plans on October
31,2003. Staff is currently reviewing these plans.
Cingular Wireless - A Conditional Use Permit to construct, operate, establish and maintain a
wireless telecommunications facility with 3 antennas housed within the bulb portion of the
proposed 55-foot artificial mono-palm tree located at 31575 Enfield Lane, east of Riverton Lane
and north of Humboldt Court. The project was deemed incomplete in February 5, 2003. An
Environmental Assessment is required per CEQA. Staff requested additiona~ studies in order to
complete the assessment and is completing an Initial Study. Staff has received revised p~ans
R:~',4ONTH LY.RPT~2003\I 0-2003 Repod.doc
7
that have been determined to be an acceptable design and is currently completing an initial
study and will be preparing a staff report and conditions of approval.
Meadowview Golf Course - Conditional Use Permit and Development Plan to design and
construct a public golf course and driving range within the Meadowview Community. The
Focused EIR requires modification. The applicant has retained a new environmental consultant
to complete the modifications. The submittal of the draft EIR by the applicant has been delayed
due to biological study issues. It is now anticipated that the Draft EIR will be submitted to staff in
mid to December 2003.
Roripaugh Ranch Private Recreation Facility - Located in planning area 5 of the Roripaugh
Specific Plan, this recreation center includes an 8,000 square foot building, pool, spa, tennis
courts and other noted facilities was submitted on February 13, 2003. The project was approved
on October 22, 2003.
Verizon Mono-Palm Wireless Antenna - A Conditional Use Permit to construct, operate,
establish and maintain a wireless telecommunications facility with 3 antennas housed within the
palm fronds of the proposed 40-foot artificial palm tree. The site is located on the east side of
Margarita Road just north of the Santa Gertrudis Creek Channel north of Winchester Road on
the Rancho California Water District's well site. Verizon has changed processing agents and is
working on the design of an alternative location. Verizon has changed their consultant for the
third time, which has resulted in significant delays in the project. (No change in status as of
November 6, 2003).
Wireless Telecommunication - A Conditional Use Permit for a 60-foot high monopine within the
Rancho California Water District Headquarters facility. Staff has informed the applicant that the
proposed monopine is not an acceptable design for the area. The applicant indicated alternative
sites will not be feasible; however, on November 10, 2003, they offered to look at alternative
sites and designs.
Sprint PCS Wireless Telecommunication Facility - A Conditional Use Permit for a 70-foot high
flagpole at the Carl's Jr. located at the corner of Bedford Court and SR79 South. A letter was
sent to the applicant on August 4, 2003 informing the applicant that the proposed 70-foot high
flagpole is not likely to be an acceptable height. Staff met the applicant at the project location to
review potential height and visibility solutions. The applicant is currently considering co-location
at an existing mono-pine rather than this location.
General Telephone Company- A request for a Substantial Conformance determination for the
relocation of rooftop air conditioning units to the ground behind the Verizon equipment building
located at 41963 Moreno Road, south of Rancho California Road between Front Street and
Interstate 15. Since the rooftop ducting would remain, the proposed project includes the
addition of screening for the rooftop equipment. The application was received on July 22, 2003.
On August 8, 2003 a letter was sent to the applicant rejecting their proposed metal screening of
air conditioning ducting and advising of City policy for screening via parapets. The applicant
submitted revised screening material on September 10, 2003. The applicant recently
demonstrated that acceptable screening will be used and the project is scheduled for review by
the OTLRB on November 10, 2003.
Nextel Wireless - A Minor cup to consist of 12 fa~;ade mounted panel antennas on 2 sides of an
existing Industrial building and equipment. Pre-fab building to house the electronic equipment
located at 42380 Zevo Drive (APN 909-360-026). The application was submitted on August 28,
R:\MONTH LY.R PT~2003\10-2003 Report.doc
8
2003. Staff has discovered unpermitted structures on site. The applicant is currently revision
his plans and application to include the unpermitted structures as well as relocating the
proposed equipment storage building.
Calvary Baptist Church Addition - A Conditional Use Permit to construct the proposed
expansion of the existing chumh facility with a 12,610 square foot addition. This addition
involves the expansion of the vestibule & sanctuary, the addition of new classrooms, restrooms,
a kitchen, and multi-purpose room. The site is located at 31087 Nicolas Road at Calle Colibri off
of Nicholas Road. A second DRC was held September 18, 2003. Staff is awaiting resubmittal.
It is anticipated that plans will be submitted by end of November 2003.
Shire Re-Roof- An Administrative Development Plan to re-roof the Shire Building located within
Old Town Specific Plan at 28656 Old Town Front Street. Staff has reviewed the application and
discussed the project with the fire and building departments and is preparing an approval letter
and conditions of approval.
Painted Garden - An Administrative Development Plan submitted by Lorena Spencer to
establish an outdoor display of garden accessories in the Welty Building Plaza area, located at
28659 Old Town Front Street, within the Old Town Specific Plan. Staff is currently reviewing the
application.
Small Business Assistance
Mad Madeline's: New signs and exterior paint were approved for this Old Town restaurant at the
August meeting of the Old Town Local Review Board. Staff received needed information from
the applicant and submitted an application for funding under the Fa(;ade Improvement Program
to the Redevelopment Department.
La Tacqueria: Staff is working with the owners of this Old Town business on a revised plan for
an exterior fa(;ade improvement that includes new awnings, paint and signs. A proposal from
the contractor is to be submitted to the Old Town Local Review Board in November.
Temecula Olive Oil Company: With the assistance of staff, new sign designs are being
developed for this business that relocated in the Old Town Tourist Retail Core area. The sign
contractor is working on new elevations that will be submitted to staff in October.
Special Event Permits
Temecula Good Old Days Car Show: This event will take place February 27-29, 2004 in Old
Town Temecula. An organizational meeting was held with City staff in October. Applications for
a Temporary Use Permit and Special Event Permit for road closures will be filed in November.
Race for the Cure: City staff worked with the Susan G. Komen Breast Cancer Foundation
representatives to help organize this event that took place on October 19, 2003 at the
Promenade Mall
Temecula Fall Car Show: This event took place in Old Town Temecula on October 10-11,2003,
Staff held several organizational meetings with this applicant and helped him develop a revised
site plan.
· The Great Temecula Tractor Race: Staff worked with the applicant, Southwest Events, to
R:~VlONTHLY.RPT~?.003\10-2003 Report.doc
9
complete details for this event that took place at the Northwest Sports Complex on October 3-5,
2003. Organizational meetings were held with City departments and a site plan was developed
for the applicant by staff.
Special Proiects & Lon.q Ran.qe Planning Activities
The Division also commits work efforts toward larger scale and longer time frame projects for both
private and public purposes. These activities can range from a relatively simple ordinance or
environmental review to a new specific plan or a general plan amendment. Some of the major
special projects and long range planning activities are as follows:
Comprehensive General Plan Update -The Community Advisory Committee and Staff have
completed their review of all the Draft Element except circulation. The consultant is waiting for
the county to complete the process of integrating its Land Use, Circulation and Open Space
plans. The following amendment requests have been received; they will be addressed in more
detail when the updated General Plan is considered.
o A request to reduce the size of Via Industrial (Western Bypass Corridor) north of Avenida
Alvarado has been submitted and has been on hold pending the approval of a revised
Circulation Element.
o South Margarita Road adjacent to the Santa Gertrudis channel, across the channel from
Chaparral High School. The property owner is requesting a change from Public Institutional
to Professional Office.
o The southeast corner of Via Lobo and Nicolas Road, and properties along the northeast
edge of Meadowview. The property owner is requesting a change from Very Low Density
Residential to a combination of Low Medium Density Residential and Open Space.
o The southeast corner of Margarita Road and Solana Way. The property owner is requesting
a change from Medium Residential to Professional Office.
o Review / Update policies for the "Chaparral Area," including lot size development criteria net
densities and new name.
Hillside Development Policy - The policies are being examined for integration into the draft-
grading ordinance. Staff is working with GIS to analyze topography, soil types, environmental
(habitat), and other constraints.
Procedures to Implement CEQA - Staff initiated project to develop local guidelines and
procedure manual for processing CEQA documents, including the adoption of local exemptions.
The process will also conform to the new 2003 CEQA Guidelines, and will create new templates
for standard CEQA forms.
Surface Mining Ordinance - The staff and City Attorney had been making final changes based
upon feedback from the State prior to submitting this item to the Council for their consideration.
This item is on hold pending additional staff resources.
Traditional Neighborhood Development Ordinance - Final changes are being made prior to
scheduling this item for a Planning Commission workshop. This item is on hold pending
additional staff resources.
R:~vlONTHLY.RPT'~.003\10-2003 Report.doc
10
Updating of the Old Town Specific Plan - Staff has worked with the Old Town Local Review
Board and prepared a list of changes and enhancements to the plan. A draft of the revised
Specific Plan has been sent to the City Attorney for review while new pictures are being included
in the documents.
Staff has developed a draft ordinance to codify use restrictions and supplemental standards for
"Cyber Cafes." Staff has not received comments from City Attorney and this item has not yet
been scheduled for public hearing.
City - Project environmental reviews and permitting:
o Overland Drive Extension - Staff reviewed 2nd submittal of the draft initial study / Mitigated
Negative Declaration and has provided comments to Public Works. No resubmittal to date.
o Old Town Southern Gateway Landscaping Project - Request from Public Works for
Environmental Determination for this project. Previously prepared Negative Declaration may
need to be modified because the project description has changed. Revised project
description has not been submitted to Planning.
o Paloma del Sol Supplemental EIR and Specific Plan Amendment 8.1 -Amendment 8.1 has
been revised and distributed for comments, which are due on August 22, 2003. The NOP
Draft SEIR was distributed, for public comment, on 11/4/03.
o Temecula Education Complex - The applicant has completed the focused EIR, and the
Notice of Completion was sent out on November 7, 2003. An EIR scoping session is
scheduled for the first week of December.
o Winchester Road Widening Project - Request from Public Works for Environmental
Determination to widen Winchester Road west of Jefferson. Staff is examining the impact of
removing landscaping along both sides of Winchester Road between Jefferson and
Enterprise Circle. Staff has received additional information from Public Works and has
completed an Initial Study. Staff recommends a Negative Declaration be adopted. Public
Works intends to take to City Council in early 2004.
o Vail Ranch Elementary School Basketball Court Lighting Project- Staff has completed the
Negative Declaration and appropriate NEPA documents. This project is tentatively
scheduled for City Council in early December 2003..
o Ynez Road Bridge Widening Project- Staff has reviewed and provided comments on the
Addendum for the Harveston S.P. EIR. The Addendum will allow for two additional lanes to
be added to the existing Ynez Road Bridge.
o French Valley Interchange Property Acquisition Project- Staff is assisting the Public Works
Department by preparing the necessary CEQA and NEPA documentation to proceed with
property acquisition.
Update of the Citywide Design Guidelines -.The Planning Commission provided input at the
September 3, 2003 workshop. The industrial section of the Design Guidelines was submitted
and reviewed by staff. We had many comments on the first draft and we will meet with the
consultant to discuss the issues.
General Plan Amendments
PA02-0260 Valley Christian Fellowship -The Community Advisory Committee has reviewed the
General Plan issues in the surrounding areas. Their recommendation was forwarded to City
R:\MONTHLY.RPT'~.O03\10-2003 Repod,doc
11
Council on June 24, 2003. The City Council directed staff to prepare a city initiated General
Plan Amendment and Zone Change and a forwarded a recommendation to the Planning
Commission. Staff is currently developing a Planned Development Overlay to address future
development in this area.
PA03-0178 TERC 52, LLC - A General Plan Amendment application (and Zone Change PA03-
0177) to change the land use designation on 52.83 acres from Business Park to High Density
Residential at the northwest corner of the Rancho California Business Park. Staff is awaiting the
submittal of additional information and has advised the applicant that the proposal may not go to
hearing until the Comprehensive General Plan Update is complete.
R:~IONTHLY.RPT~.003\10-2003 ReporLdoc
APPROVAL ~
CITY ATTORNEY .
DIRECTOR OF FIN..~I~E ~:)~',,L-.--
CITY MANAG ER,~.-,/~/ J- '
TO:
FROM:
DATE:
SUBJECT:
ClTY OFTEMECULA
AGENDA REPORT
City Manager/City Council
Jim Domenoe, Chief of Police~,";~'
November 25, 2003
Monthly Departmental Report
The following report reflects special teams, traffic enforcement and miscellaneous activity occurring
during October 2003. The Police Department responded to 46 "priority one" calls for service during
the month of October, with an average response time of approximately 5.5 minutes. A total of 5,124
calls for police service were generated in the City of Temecula during the month.
During October, the Temecula Police Department's Town Center Storefront served a total of 141
customers. Thirty-seven sets of fingerprints were taken, 34 people filed police reports and nine
people had citations signed off. Crime Prevention Officer Lynn Fanene participated in a number of
special events, neighborhood watch and community-oriented programs during the month. He also
coordinated requests for patrol ride-alongs. Additionally, he continued to provide residential and
business security surveys/visits and past crime follow-up. Officer Fanene also continued to process
City Planning Department submissions of site plans/conditions.
During October, the POP Teams were assigned an extensive follow-up investigation by the
Riverside County District Attorney's Office. This investigation was in reference to a disturbance and
assault that occurred at the In-N-Out Restaurant in Temecula. This complicated investigation
continues. POP members also conducted follow-up investigations regarding recent mailbox
bombings occurring in the City. POP Teams made nine felony and 16 misdemeanor arrests for
various crimes. They also issued eight citations for various traffic violations. POP Teams also
continued with the homeless persons program, particularly at Sam Hicks Park, with the goal of
assisting homeless in finding services and aid to help them.
The Old Town Storefront serves as an office for the POP teams and a location to assist the public
with police services. During October, the Old Town Storefront served 298 customers. Seventy-eight
sets of fingerprints were taken, 32 reports were written, and 42 citations were signed off.
The traffic team reported that during the month of October there were 1782 citations issued for
hazardous violations, 113 citations were issued for non-hazardous violations and 145 parking
citations were issued. During the month there were nine injury traffic collisions, 73 non-injury
collisions were reported and 19 drivers were arrested for DUI. In other citation summary
information, the Neighborhood Enforcement Team (NET) program resulted in 270 citations being
Monthly Oepartmental Report- Police Department 1
issued. This program addresses traffic concerns in residential neighborhoods with a dedicated
motor officer. The SLAP program (Stop Light Abuse Program) resulted in 582 citations being issued
during October.
During the month of October, the POP officers assigned to the Promenade Mail handled a total of
122 calls for service. The majority of these calls were for shoplifting investigations. During the
month, calls and on-sight activity resulted in the criminal arrest and filings on five felony and 12
misdemeanor cases. Officers McEIvain and Rahn continued to provide training to security staff
during the month. The mall officers continued to work to prevent vehicle theft and vehicle burglaries.
There was only one vehicle burglary and no vehicle thefts reported during the month of October at
the mall.
Our five school resource officers have remained active during October with the beginning of another
school year. The school resource officers conducted many counseling sessions with students. A
total of 48 investigations/reports were conducted/written by the school resource officers during
October. The school resource officers made an arrest for an illegal weapon on campus, a felony,
and another misdemeanor arrest for battery.
The JOLT program (Juvenile Offender Law Enforcement Program) continues to be a success in part
through its Youth Court program. Officer Sherry Adams conducted the 120th Youth Court session.
The JOLT officer assisted at other schools when needed and conducted follow-ups with parents of
juveniles in the JOLT program. Officer Adams also worked with "at risk" juveniles throughout the
month and also conducted counseling sessions with their parents. She assisted the Riverside
County District Attorney's Office and Probation Department by providing training during home visits
with incorrigible/at risk juveniles during the month of October.
During the month of October, the Special Enforcement Team (SET Team), consisting of Officers
Jon Wade and Gary Lee, made three felony arrests and other misdemeanor arrests, primarily for
narcotics violations. The SET Team served a seamh warrant at the Solana Ridge Apartments on
October 9th, which resulted in the recovery of quantities of methamphetamine. This team continues
to work street level narcotics and specialty patrol within the city on a proactive basis.
Volunteers from the community continue to be an integral part of the Temecula Police Department's
staff. Under the guidance of volunteer coordinator Officer Bob Ridley and assistant coordinator
Gayle Gerrish, the Police Department's volunteer staff contributed 292 hours of service in October.
Volunteer assignments include computer data input, logistics support, special event assistance and
telephone answering duties.
Community Action Patrol (CAP) Program volunteers have continued their activities, patrolling the city
for graffiti, conducting vacation residential checks and assisting patrol with special logistical needs
and special events. Other duties these volunteers attend to are business checks and abandoned
vehicles and traffic control. The goal of the program is high visibility, which prevents crime from
occurring. CAP Team members contributed 147 hours of service to the community during the
month of October.
The reserve officer program and mounted posse are additional valuable volunteer resources
available to the police department. The police department utilizes reserve officers to assist with
patrol, traffic enforcement, crime prevention and a variety of special functions. Reserve police
officers worked a total of 138 hours specifically on patrol in Temecula during October.
Monthly Departmental Report - Police Department 2
The Temecula Citizen Corps Program continued to take shape and develop during the month of
October. The executive body, or the TCC Council, continued to hold their bi-weekly meetings at the
American Red Cross building. The council is comprised of representatives from the police and fire
departments, the City, local business, the Temecula Valley Unified School District, the American
Red Cross, and a local citizen. Most of the volunteer leadership positions have now been filled, and
the program is progressing well toward meeting the goals provided by members of the city council.
Members of the TCC held a number of presentations during October, including presentations to the
Murrieta-Temecula Group, the Rotary Club and the Rancho Highlands HOA. Recruitment continues
and the organization's policies are being formalized and documented.
Monthly Departmentai Report - Police Department 3
TO:
FROM:
DATE:
SUBJECT:
CITY OF TEMECULA
AGENDA REPORT
APPROVA~
CITY ATTOKNEY
DIRECTOR OF FINAJ~.F~
CITY MANAGER
City Manager/City Council
Jim O'Grady, Assistant City Manag~/-~.~
November 25, 2003
Economic Development Monthly Departmental Report
Prepared by: Gloria Wolnick, Marketing Coordinator
The following are the recent highlights for the Economic Development Department for the month
of October, 2003.
ECONOMIC DEVELOPMENT
Leads & Inquiries
In the month of October, the City received 3 leads.
On October 10th, staff met with an Orange County retail services company to discuss retail
opportunities in Temecula.
On October 13th, Dick Kennedy and staff met with the owner of a high-end auto dealership to
discuss opportunities at the Temecula Auto Mall. Staff provided business, demographic, and
property information to the owner.
On October 16th, staff met with a commercial broker and investor regarding a major
retaillentertainmentJhotel development they are proposing. Other retail opportunities in the
Temecula area were also discussed.
In the month of October, the Southwest Riverside County Alliance responded to 12 leads.
Nine of these leads were direct contacts to the Alliance via phone or web site response and
three were as a result of the article in Expansion Management magazine.
Two site tours were conducted in October. A large manufacturer is looking for 10 acres to
build a 100,000 to 120,000 sq. ft. facility. This employer will create 200 - 300 jobs. The
second, another large manufacturer, is interested in a site in Lake Elsinore. The Alliance
activities report is attached.
Events
The City of Temecula exhibited at the Temecula Valley Chamber of Commerce Business
Showcase, which was held at the Promenade Mall on October 15th. Staffing from the following
City Departments were on hand to provide information and answer questions: City
Manager/Economic Development, Planning, Fire, GIS, and the Community Action Patrol.
CITYMGR\WO LNICKG\October'03 DEPT.REPT.DOC ]
On behalf of the City of Temecula, Mayor Stone attended the Inland Empire Race for the Cure
Sponsor Dinner & Award Reception on October 16th at Monteleone Meadows. The City is a
sponsor of this event, which was held on October 19th at The Promenade Mall. The Fire
Department reported that this was one of the best-run events that are held within the City.
Staff attended the Chase Mortgage Ribbon Cutting on October 20th. Their business is located
at 41593 Winchester Road.
Media/Outreach Materials
Staff wrote the City article for the October Chamber of Commerce Newsletter titled, "Service
Animals in Your Place of Business." The article highlights the Americans with Disabilities
Act's (ADA) guidelines relating to service animals and businesses. Under ADA, privately owned
businesses that serve the public, such as restaurants, hotels, retail stores, taxicabs, theaters,
concert halls, and sports facilities, are prohibited from discriminating against individuals with
disabilities. The ADA requires these businesses to allow people with disabilities to bring their
service animals onto business premises in whatever areas customers are generally allowed.
The City of Temecula encourages all businesses in the community to be aware of service
animals for the disabled and to comply with the standards set forth in the Americans with
Disabilities Act.
In the month of October, staff assisted a graphic designer and photographer and finalized the
new Temecula marketing brochure. The brochure comp was reviewed and is scheduled to
go to print the week of November 3rd.
Staff is working with a graphic designer on the Facts-at-a-Glance marketing insert. This
marketing piece provides a quick overview of the City and its economy. Facts-at-a-Glance will
be included in the City's business kit, and distributed through the EDC, Alliance, and Chamber.
Meetin,qs
Staff attended the EDC of Southwest Riverside County Business Relations Committee
Meeting on October 2nd. Jim O'Grady reported on his site visit with James Buxton of Milgard
Windows on September 25th. The EDC wrote a letter of support for the State Route 91 and
concept of the TriTunnel Express. The EDC is in the process of adding a link to its website so
that the updated EDC survey can be accessed and printed by website visitors.
Staff met with Scoff Crane, CEO/Managing Director of Southwest Healthcare System, on
October 2"d to discuss the planned hospital project for Temecula.
Staff attended the Partners in Education Committee (TPE) meeting on October 6th. TPE will
serve as the approval committee for the Carl Perkins' funding requests from the school sites.
The TPE subcommittee will meet in November to review the applications and make a
recommendation to the full committee in December. Speakers from the TPE Speaker's Bureau
will speak on a different career pathway each month. TPE plans to head up a full career day at
the high schools where business personnel come into the classroom to talk about their industry
and positions. Two TPE members will serve on the Secondary Curriculum Council to give input
on vocational education curriculum. TPE will design a high school internship program from a
business point of view.
Staff attended the EDC of Southwest Riverside County Board of Directors Meeting on
October 16~h. Items discussed included the EDC support letter for the Tri-Tunnel Express
system and Odyssey Media Group Proposal. EDC committee updates were given as well as
city reports. Staff reported on various upcoming meetings including the Candidates Forum on
C ITYMGR\WOLNICKG\October'03DEPT. REPT.DOC 2
October 16th and 21St, Redhawk Annexation Community meetings on October 16th and 18th, and
the LAFCO meeting on November 20th. Staff also reported on new developments in Old Town
including the expansion of the Chaparral Building, Penfold Building and the new Baily's
Restaurant. Staff thanked the EDC for their letter of support for the Higher Education Center
and reported that AG Kading, the developer, had entered into an agreement to receive excess
dirt from the Rancho California Water District.
Staff attended the EDC of Southwest Riverside County Quarterly Luncheon on October 23ra
at Embassy Suites. Keynote speaker Bill Vardoulis, Chairman of the TriTunnel Express and
President/CEO of BV Engineering, provided an excellent presentation on the "TriTunnel
Express" - The Proposed Transportation Corridor to Orange County. The TriTunnel
Express is a proposed 10 - 12 mile tunnel 'system' consisting of three 45-foot diameter tunnels
under the Santa Ana Mountains. The concept includes water, fiber optic and other utility links in
addition to vehicles.
In October, staff met with Roger Ziemer, Public Affairs Manager for The Gas Company. Mr.
Ziemer provided information on The Diverse Markets Outreach Program (DMOP), which is
offered in the Southern California Gas Company territory. The program targets hard-to-reach
residential and commercial customers and informs them of steps they can take to help better
manage their energy costs, helping them to same time and money. DMOP is interested in co-
sponsoring energy efficiency seminars with the City of Temecula. Staff provided Mr. Ziemer
with many contact names to follow-up with and various ways the City could assist in promoting
this program (i.e. website, Apartment Manager Meetings, Home Owner's Associations, City and
Chamber newsletters, etc.)
On October l0th, staff met with Rob Gunness to discuss a planned bowling facility in
Temecula.
Staff attended the Southwest Riverside County Manufacturers' Council Facilities Tour on
October 9th. Polycraft and AARD were the businesses that were included on the tour.
On October 13th, staff met with Diane Wirth, Executive Director of IETechSource, on several
items. On October 9th, IETechSource became the acting director of the TriTech Small Business
Development Center in Irvine. IETech Source will continue its operation but will also take on the
TriTech SBDC operations for a period of time. IETechSourch connects technology startups with
federal and state grants and private investors and help technology companies find qualified
workers.
Staff attended a tour of the TurnKey Schools of America Perris facility on October 15th.
TumKey's efficient design and construction systems have saved school districts millions of
dollars. TurnKey's component-built school facilities are ready in half the time of conventional
construction.
Staff met with Bill Johnson on October 27th regarding the proposed auto mall expansion.
On October 29th, staff attended the Economic Alliance Partner's Meeting. The new logo
design was discussed and the top two designs will be presented to the EDC Business Attraction
Committee for their recommendation and Partners will make the final approval.
The launch of the Alliance Branding Campaign is scheduled for the EDC Quarterly Luncheon
Meeting on January 29th. Prior to the luncheon, several informal meetings will be held with key
business leaders, Winegrowers Board, etc. to get their buy-in on the campaign. The Alliance
Spring Event is scheduled for April 30 - May 2, 2004. Items also discussed included the
CITYMGR\WO LN ICKG\October'03 DEPT.REPT.DOC 3
Alliance participation at the Wine Country Jet Preview at French Valley Airport on 22, 2004 and
the Business Odyssey Video project.
TOURISM
Group Tours/Familiarization Tours
Staff provided information packets, itineraries, and maps to several different organizations that
may consider Temecula to host a Familiarization Tour during a travel show in Los Angeles and
a side trip to Temecula during a recognized professional organization's conference in San
Diego.
Media/Outreach Materials
Weaver Publications provided the City with a free full-page color ad in the 2004 San
Diego Travel Planners Guide (value over $6,300). Circulation is 25,000 annually. The guide
is directed to travel agents, wholesalers, and travel trade professionals responsible for booking
trips on behalf of their clients. The Guide was produced in October and a copy of the ad is
attached.
Staff worked with a graphic designer on making revisions to the following City ads:
Anaheim/Orange County Visitors Guide and the Ontario Visitors Guide.
Staff is working with a graphic designer on the new banner design representing both Old
Town Temecula Car Shows. The banners will be displayed on Rancho California and
Winchester Roads.
Staff prepared a filming schedule and script for Old Town for Black Diamond Productions
to use in the California Golf episode featuring Temecula. The filming date was scheduled
for October 30th but due to the fires occurring during this time the filming was postponed until
December.
Meetinqs
Staff attended the Chamber Tourism Committee Meeting on October 2nd at Churon
Winery. The Chamber attends the monthly San Diego Visitor Center Network Group meetings,
which focuses on creating relationships within San Diego County, Temecula and Tijuana
Chambers, CVBs and Visitor Centers. The Chamber will host the April 2004 meeting.
Temecula has a free listing on the CA Welcome Center Website in Oceanside. The Temecula
CVB will host the April 2004 meeting. Three names were chosen for the Temecula CVB
website: TemeculaCVB, VisitTemecula, and TemeculaValleyCVB. The Tourism Research
Subcommittee has been divided into tourism businesses groupings, which will collect data.
Staff reported on the following: City exhibit at the Professional Women's Roundtable
Conference at Pechaga, free full-page color City ad in the 2004 San Diego Travel Planners
Guide (value over $6,300) provided by Weaver Publications, Chaparral High School "Paws for
Temecula" new cable access program. The City provides the students with suggested topics
and information for their show, which includes local special events, attractions - Farmers'
Market, Old Town, public safety tips, Capital Improvement Projects & School Board updates.
The last show featured a few of the wineries and their events. Inland Empire Family Magazine
will be publishing an article on Temecula, which will include Old Town Temecula as the Best
Family Outing. Announcements: Central Coast Productions of Pismo Beach was awarded the
contract to produce "The Good Old Days Car Show" which will be held in Old Town on February
CITYMGR\WOLN lCKG\October'03 DEPT.REPT. DOC 4
28 - 29, 2004. The 2003 Great Temecula Tractor Race will be held on October 3 - 5 and the
Temecula Fall Car Show & Cruise on October 11 - 12.
Staff met with Central Coast Productions on October 14th to further discuss the Good Old
Days Car Show scheduled for February 2004 in Old Town Temecula.
Staff met with Display Tech Exhibits on October 29th to look at a few tabletop display exhibits.
The tabletop display will serve as a display unit for the City, which will be utilized at trade,
shows, business expos, and community functions where space is limited and a full display
exhibit is prohibited.
ATTACHMENTS
Temecula Valley Chamber of Commerce Activities Report
Economic Development Corporation of Southwest Riverside County
Activities Report
Southwest Riverside County Economic Alliance Activities Report
Temecula Valley Film Council Activities Report
Advertising
CITYMGR\WOLNICKG\October'03DEPT.REPT.DOC 5
TEMECULA VALLEY CHAMBER OF COMMERCE
November 10, 2003
Shawn Nelson, City Manager
City of Temecula
43200 Business Park Drive
Temecul~, CA 92590
Dear Shawn,
Attached please find the October Monthly Activity Report as per our contract with the City of
Temecula.
This is the month of October at a glance:
Business Inquiry Highlights:
in the m'o~th of October, 5 businesses requested information on starting or relocating their business
to Temecule. They received a business packet, which includes a copy of the City of Temecula
demographics, relocation, housing, rentals, maps, organizations, etc.
Board of Directors Highlights:
17 nominations for Board of Directors were received. Installation of officers will be held at the Annual
Installation Dinner on Saturday, February 21,2004 at Pechanga Resort & Casino.
Committee Highlights:
Tourism & Visitors Council:
The November 'Tourism & Visitor Council meeting will be held at Wilson Creek Winery. There will be
a special PowerPoint presentation by Matt Norberg from San Diego's KGTV news channel, on "How
to Better Market a Temecula Business to the San Diego Segment." Carrie Thomas, Director of
Tourism is the TVCC/TVCVB (Temecula Valley Convention & Visitor Bureau) representative at the
monthly San Diego Visitor Center Network Group meetings. The SDVSN focuses on creating
relationships within San Diego County, Temecula and Tijuana with all Chambers, CVB, and Visitor
Centers. The TVCVB is looking at hosting the meeting for April 2004. Temecula has been given the
opportunity to be listed for free on the State of California Welcoming Center Website through the
Oceanside Welcoming Center. We will have an introduction and informational paragraph on
Temecula, photos of Temecula and links to the Chamber, City and Wine Growers Association web
pages. Currently the website gets 4 million hits a month. The TVCVB committee agreed on three
different domain names for the future TVCVB website. The following three names were chosen:
TemeculaCVB, VisitTemecula,TemeculaValleyCVB. The Tourism Research Subcommittee and the
committee divided Temecula's tourism businesses into groupings (i.e. golf, hotels/resorts, wineries,
RV Resorts, Pechanga, Riverside County, and Hot Air Balloons). Each committee member was
assigned a grouping to collect data from those entities.
Business Resource Guide & Membership Directory: Updates for the 2004 guide are nearly
completed and the new Directory will be available in January of 2004.
26790 Ynez Court · tTemecula, CA 92591
Phone: (909) 676-5090 · Fax: (909) 694-0201
www.temecula,org · e-math info@temecula.org
Education Committee:
The committee will offer the first Stand Up performance at Temecula Valley High School on
November 13, 2003; and the second at Chaparral High School during the month of December. The
Career Education Video Committee in conjunction with the Temecula Partners In Education will begin
meeting to coordinate the 2003-2004 videos. The Youth Job Fair Committee will begin meeting to
coordinate the 4th Annual Youth Job Fair will be he!d on Saturday, May 15, 2004.
Ways & Means Committee:
The 12th Annual Autumn Fest Business Showcase was held on October 15~ at The Promenade In
Temecula from 4:00-8:00pm. Over 90 exhibitors participated in the event. The event's Title Sponsor
was Community Little Book. USA Federal Credit Union was the Affiliate Sponsor and The
Promenade In Temecula the Facility Sponsor. The Installation Banquet & Award Ceremony will be
held on Saturday, February 21, 2004 at Pechanga Resort & Casino. The Chamber has received 10
nominations for Citizen of the Year, 17 nominations for Sterling Business of the Year, 6 nominations
for Gold Business of the Year, 8 nominations for Platinum Business of the Year and 9 nominations for
Non-Profit Charitable Organization of the Year.
Local Business Promotions Committee: The Business Resource DVD "Succeeding in Temecula"
was previewed at the Business Showcase on October 15th and received an outstanding response.
The master has now been sent for duplication, 1,000 will be made. The DVD's will be available for
distribution by November 18, 2003. The Shop Temecula First Campaign is underway with 87
participants. The week one winner was Patrice Lynes from Temecula who visited Mexicana
Restaurant. She received over $425 in prizes and gift certificates. The Businesses of the Month for
November selected by the Membership Committee are California Grill and Home Depot. Red Brick
Pizza was awarded the Chamber Spotlight and Detailed Hardwood Floors is the Mystery Shopper
winner for the month of November.
Government Action Committee: The TVCC staff did organize a City Council Candidates Forum,
which took place on Tuesday, October 21,2003 at City Hall. Staff met with Finance Department
representatives from both Murrieta and Temecula to discuss strategies following the passing of
AB1221 (Sales Tax Reallocation). A resolution opposing AB1221 has been sent. Legislative
representatives from each city will now attend the Government Action Committee to better inform '
the committee of what legislation in forthcoming and needs support from the Chambers.
Membership Committee: Over 90 members attended the October new member reception. The
Ambassador Networking Breakfast will resume on January 28, 2004. The Roundtable Discussion will
resume on February 6, 2004. Ambassadors and staff attended 16 ribbon cuttings this month. 46 new
businesses joined the chamber in the month of October. The membership committee and
ambassadors are busy planning the" Membership Appreciation Night". It will be held at Wilson Creek
Winery on the 10th of December 2003 from 5:00pm to 9:00pm.
· Tourism Highlights (Bulk brochure distributors)
Activity Report:
· 624 Visitor Guide requests were processed from the City of Temecula's Westway's advertising
marketing piece.
· 30 Visitor Guides were distributed to Tucalota Springs RV Resort for Gift Bags for an RV Group.
210 Visitor Guides, 350 Winery Brochures and 100 Relocation Books to Deborah Thorsen with
Coldwell Banker to distribute to families moving to Temecula.
· 40 Visitor Guides, 40 Winery Brochures and 40 Tourism MaPs to Art Johnson with Safari of
Southern California RV Club for an RV Rally at Pechanga.
Activity Report:
· Tourism calls for the month of October- 1,862
· Phone calls for the month of October - 3,311
· Walk-ins for the month of October- 2,018
Web Page User Sessions for the month of October- 6,849
Website Tourism Survey - "How did you hear about Temecula" - 266 responses were received:
· Article-2%
· Friend - 35%
Link - 8%
· Magazine - 3%
· Other - 37%
· Radio- 1%
· Search-9%
· TV - 5%
Also, attached are the meeting minutes for the Tourism and Visitors Council, Education, Local
Business Promotions, Government Action, Membership and Marketing and Ways & Means
committee. If you have any questions regarding this information, please call me at (909) 676-5090 or
email asullivan@temecula.org. Thank you.
Sincerel. y,
/ President/CEO
cc: Mayor Jeff Stone
Councilman Jeff Comemhem
Councilman Sam Pratt
Jim O'Grady, Assistant City Manager
Gloria WoInick, Marketing Coordinator
Mayor Pro Tem Mike Naggar
Councilman Ron Roberts
Shawn Nelson, City Manager
Gary Thornhill, Deputy City Manager
TVCC Board of Directors
Temecula Valley Chamber of Commerce
Monthly Activity Report
October 2003
PHONE CALLS
TOURISM
Tourism Referrals
Calendar of Events
Special Events
General Information
TOTAL TOURISM CALLS
Relocation
Demographics
Chamber
Miscellaneous
TOTAL PHONE CALLS
WALK-INS
Tourism
Calendar of Events
Special Events
General Information
Relocation
Demographics
Chamber
Miscellaneous
TOTAL WALK-INS
MAILINGS
Tourism
Relocation
Demographics
TOTAL MAILINGS
E-MAIL
Tourism
Relocation
Miscellaneous
TOTAL E-MAIL
WEB PAGE USER SESSIONS
GRAND TOTALS
PHONE CALLS
WALK-INS
MAILINGS
E-MAIL
WEB PAGE USER SESSIONS
Chamber Vis. Center Year-To-Date
This Month This Month Total
278
158
171
1,255
1,862
193
162
976
118
3,311
190
137
71
765
168
144
45O
93
2,018
8OO
61
63
924
111
96
393
600
6,234
111
71
182
This Month
3,311
2,018
924
600
6,849
2,611
1,389
1,627
12,363
17,990
1,807
1,254
8,732
2,351
32,134
3,311
1,316
810
9,572
1,654
1,160
4,773
2,192
24,788
4,459
944
849
6,252
1,036
964
2,936
4,936
40,658
Year-To-Date
32,134
24,788
6,252
4,936
40,658
Annual Volume Comparisons
Chamber
October 2002
Chamber
October 2003
Percentage
PHONE CALLS
TOURISM
Tourism Referrals 230 278 21%
Calendar of Events 144 158 10%
Special Events 236 171 -28%
General Information 1,290 1,255 -3%
TOTAL TOURISM CALLS 1,900 1,862 -2%
Relocation 171 193 13%
Demographics 93 162 74%
Chamber 1,133 976 -14%
Miscellaneous 297 118 -60%
TOTAL PHONE CALLS 3,594 3,311 -8%
WALK-INS
Tourism 199 190 -5%
Calendar of Events 150 137 -9%
Special Events 81 71 -12%
General In[ormation 991 765 -23%
Relocation 191 168 -12%
Demographics 116 144 24%
Chamber 692 450 -35%
Miscellaneous 302 93 -69%
Visitor Center Walk-lns 345 182 -47%
TOTAL WALK-INS 3,067 2,200 -28%
MAILINGS
Tourism 92 800 770%
Relocation 71 61 -14%
Demographics 73 63 -14%
TOTAL MAILINGS 236 924 292%
E-MAIL
Tourism 67 111 66%
Relocation 56 96 71%
Miscellaneous 155 393 154%
TOTAL E-MAIL 278 600 116%
WEBSITE USER SESSIONS
4,109
6,849
67%
* Chamber referrals reflect faxes, walk-ins and phone calls
November 7, 2003
Jim O'Grady
City of Temecula
PO Box 9033
Temecula, CA 92589-9033
RE: Activity Summary October 2003
Business and Workforce Development
Staff responded to the following 6 business and workforce development requests in October
2003:
Date Lead Source Request Action Taken
10/09/03 Email Client seeking information on Referred client to City of Beaumont and City of Corona
development projects in websites.
Beaumont and Corona
10/10/03 Entail Client seeking contact for SCORE Provided client with Business Resource Guide and
and consultant for manufacturing several contact names in manufacturing.
business.
10/16/03 Phone Client requested info on business Referred client to Marlene Best, City of Lake Elsinore,
relocation incentives from City of and to Stevie Field, Economic Alliance. Business owner
Lake Elsinore. has committed to relocate company to Lake Elsinore.
Company will employ up to 150 employees. EDC and
Alliance will continue to assist with relocation/
workforce needs.
10/17/03 Phone Client from City of Corona Provided copy of survey to client.
requested business retention
survey form.
10/20/03 In-Person Client requested contact Met with client and Stevie Field to discuss business
information for venture capital, expansion and growth oppoxtunities. Provided client
with contact information for possible venture capital.
Will assist client with workforce at later date.
10/29/03 Email Client requested contacts for SBA Client referred by Jim O'Grady, City of Temecula.
lending. Emailed client list of EDC-member SBA lenders.
Community Outreach
Staff and/or directors attended the following meetings/events to promote or support economic
development/community outreach:
· Erie Stanley Gardner Middle School Dedication (10/1)
· United Way 2003 Southwest County Campaign Kickoff (10/1)
· Murrieta Temecula Group Meeting (10/3)
· TVCC Networking Lunch - Staff was panel speaker (10/3)
· United Way 2003 Campaign Cabinet Meeting (10/6)
· TVCC Partnership in Education Committee Meeting (10/6)
· Lake Elsinore Mayor's State of the City Breakfast (10/22)
Jim O'Grady
City of Temecula
Activity Summary - October 2003
Page 2 of 2
Community, Outreach (cont'd)
· EDC Quarterly Luncheon - TriTunnel Express (10/23)
· Workforce Development Center All-Staff Meeting (10/28) - Monthly WDC partner
meeting.
· United Way 2003 Beaumont/Pass Area Campaign Kickoff (10/29)
· Murrieta Brokers' Quarterly Meeting (10/30)
· Greater Riverside Chambers of Commerce - Legislative Summit (10/31)
Business Retention
Business Relations Committee Meeting (10/2) - See attached meeting minutes for discussion
topics.
Administration/Organization
· EDC Transportation and Infrastructure Committee Meeting (10/9) - See attached
meeting minutes for discussion topics.
· EDC Education Committee Meeting (10/10) - See attached meeting minutes for discussion
topics.
· EDC Government Action Committee Meeting (10/21) - Cancelled
· EDC Board of Directors Meeting (10/16) - See attached meeting minutes for discussion
topics.
· Administration - Staff managed the daily operations of the EDC office; coordinated 3
monthly EDC committee meetings; managed EDC website updates; coordinated the October
22 EDC Quarterly Luncheon; mailed membership renewal letters and new membership
solicitation letters; and distributed the following business development /community
announcements:
} 5th Annual Bourns College of Engineering - Industry Day & Research Review
~' City of Lake Elsinore - Mayor's State of the City Breakfast
} EDC Quarterly Luncheon
~ Juan Big Downtown Improvement Project
} French Valley Elementary School Dedication
~' 2003 Small Business Economic Summit for Southern California
~ Temecula Planning Commission Meeting & Agenda (faxed to developer
contacts)
This concludes the activity summary for October 2003. Should you have questions or need
further detail, please call me at 600-6064.
Respectfully,
Diane Sessions
Executive Director
ECONOMIC DEVELOPMENT CORPORATION
OF SOUTHWEST RIVERSIDE COUNTY
BUSINESS RELATIONS COMMITTEE MEETING
Thursday, October 2, 2003 - 8:00 a.m.
Workforce Development Center, Executive Board Room
27447 Enterprise Circle West, Temecula, CA
Committee Members Present:
Jim Cauhape, EDC Volunteer
Stan Hatter, Mirau, Edwards, Cannon, Hatter & Lewin
Lane McGhee, Arrow Staff Resources, Inc.
Jim O' Grady, City of Temecula
Greg Prudhomme, Kuebler, Pmdhomme & Company
Diane Sessions, Economic Development Corporation
Harry Shank, Southwest Community Bank
Guests:
Call To Order
· Chair Stan Harter called the meeting to order at 8:05 a.m.
Follow-up Action Reports
· There were no outstanding Action Reports.
Company Contact Reports
· Best Value Inn - Harry Shank reported that he met with Suresh Patel, owner of Best Value Inn in
Temecula. Mr. Patel relocated from Ventura to open the Best Value Inn six months ago because of the
region's growth. His primary customers were tourists, contractors and salesmen. Mr. Patel's primary
competitor was Motel 6, located next door, because of its competitive rates. He ranked his business as small
with only 24 rooms. Principal providers of hotel and motel supplies were located in San Diego and
Riverside. Mr. Patel reported that all employees lived in Temecula. He had no plans for expansion in the
foreseeable future. Mr. Patel indicated he was pleased with his dealings with the City of Temecula and had
no other problems other than the competition. Action Item: Suresh Patel requested additional information
about the EDC.
Milgard Windows - Jim O'Grady reported that he and Stevie Field met with James Buxton, Plant Manager
at Milgard Windows in Temecula. Milgard manufactures windows and doors. Mr. Buxton reported the
company had been in business since 1963 and located to Temecula in 1985. He indicated they opened the
plant in Temecula because of the proximity to San Diego and 1-15, but were concerned about the cost of
housing for low-income workers. Primary competitors were Anderson Windows and PELA Windows. Mr.
Buxton ranked their business as large and reported that sales in the past year were up due to their focus on
customer service. Primary suppliers were located in Washington and Ontario. They had 425 employees
locally and a total of 4,400 employees at all locations. Mr. Buxton indicated that 90% of their local
employees lived in thc Moreno Valley/Perris area and the other 10% lived in Temecula, Murdeta and Lake
Elsinore. They had no plans to expand their plant in the foreseeable future. Mr. Buxton reported
unfavorably on issues with the City of Temecula Planning Dept. regarding their expansion, bond and
landscape requirements, ground material used in their parking lot, and unsightly conditions of the
undeveloped property owned by the City located adjacent to Milgard. He indicated he was not happy with
the lack of assistance by the EDC from previous years. Mr. O'Grady provided information on ETP funding
and training information from Mt. San Jacinto College.
Business Relations Committee Meeting
Minutes - October 2, 2003
Page 2 of 2
Annual Goal Report
· Diane Sessions announced that visits and phone interviews in the fourth month of the fiscal year were as
follows: Annual Goal: 60 surveys completed.
YTD VISIT PHONE SURVEYS
Actual 4 0 4
New Committee Assignments
· New company contact lists that included the number of employees would be sent to members shortly.
Members were asked to review these lists and select businesses to call on during the year. Diane Sessions
would place the new survey on the EDC website for committee members or anyone who wished to
participate.
Business Resources Checklist
· Committee members received a brochure resource checklist for their business retention notebooks and a
"Who to Call for Help" contact list. Members suggested that local utilities be added to the "Who to Call for
Help" list.
Open Discussion
· Legislative Summit - Members discussed the recent Legislative Summit and provided feedback on the
positives and challenges of the event.
· EDC Board Update - Diane Sessions announced the speaker for thc next EDC Quarterly Lunch on October
23 was Bill Vardoulis, engineer and prime mover of thc TriTunnel Express.
· Announcements - Jim O'Grady reported that televised forums for Temecula City Council candidates were
scheduled for October 16 and 21. Lane McGhce reported the next Murrieta Chamber of Commerce mixer
was scheduled for tonight.
Adiournment
The meeting adjourned at 9:10 a.m.
ECONOMIC DEVELOPMENT CORPORATION
OF SOUTHWEST RIVERSIDE COUNTY
EDUCATION COMMITTEE MEETING
Friday, October 10, 2003 - 10:00 a.m.
Mission Oaks National Bank
41530 Enterprise Circle South, Suite 100, Temecula, CA
Committee Members Present:
Frank Casciari, California Bank & Trust
Danielle Clark, Tcmccula Valley Unified School District
Maryann Edwards, Temecula Valley Unified School District
Dennis Frank, UC Riverside Extension
Sheldon Lisker, UCR-retircd
Diane Sessions, Economic Development Corporation
Guests:
Call To Order
Committee Chair Maryann Edwards called the meeting to order at 10:10 a.m.
AI)l)rove August 8. 2003 Meeting Minutes
Motion made by Frank Casciari, seconded by Dennis Frank and carded unanimously to approve the September
12, 2003 meeting minutes as presented.
Discussion on Joint Use Agreements
Maryann Edwards provided a handout on the benefits of joint use agreements between cities, colleges and
school districts. Benefits included:
· Cost effectiveness · Efficient use of space
· Provides facilities and services not otherwise available
· Provides opportunities for agencies to work together
Examples:
· Sports facilities - fields, swimming pool
· Buildings - classrooms, library
· Transportation - buses / vehicles, transportation vouchers
· Shared infrastructure near schools
· Provides opportunities otherwise lost
· Demonstrates leveraging dollars for grants
Dennis Frank suggested that a joint-use, multi-district occupational facility for both job training and for
public/private partnerships was needed for the region. It was agreed the proposed higher-education facility
could be ideal for such joint use projects. Mr. Frank further suggested the need to include other Riverside
County school districts in regional education projects. He recommended that Romoland School District
Superintendent Roland Skumawitz be contacted for a parmership with the EDC Education Committee.
Update on MVUSD Career Development Advisorv Board
Diane Sessions reported that she and Danielle Clark attended the first meeting of the Murrieta Valley Unified
School District's Career Development Advisory Board (CDAB). Representatives from the Riverside County
EDA, Employment Development Department, several MVHS teachers and Principal Renata Johnson attended
the meeting. Discussion was held on the academic philosophy of Murdeta Valley High School and to what
degree of administrative support CDAB would receive on vocation development versus current curriculum that
exclusively supported higher education.
EDC Education Committee Meeting
Minutes - October 10, 2003
Page 2 of 2
The Committee discussed some positive methods to involve Murdeta Valley Unified School District with the
EDC Education Committee. Maryann Edwards recommended the Committee meet with some district board
members after the upcoming elections.
Discussion was held on whether there were any regional career counseling agencies that were independent fi:om
school districts. Sheldon Lisker recommended the Committee identify: 1) a point person who knows all the
vocation education options within the region and; 2) what types of vocation and adaptability testing exist. The
Committee discussed ASVAB aptitude testing used by the military and agreed to research how it could be used
for vocation education/employment. Mr. Lisker suggested using a non-military aptitude test to supplement the
ASVAB which could be found on the Interact.
Post Update on TVCC Legislative Summit
The Committee discussed Assemblyman John Benoit's update on budget impacts that would effect education.
Update on California Quality Education Model Commission Criteria
Maryann Edward's reported there was no new update. There could be news after the Governor Recall election.
Review Previous Action Items 1. Ron Krimper to provide list of existing education/business groups affiliated with MSJC.
2. Sonja Wilson to provide list of existing education/business groups affiliated with LEUSD
3. Diane Sessi~ns t~ pr~vide list ~f existing educati~n/business gr~ups affiliated with MVUSD.
4. Diane Sessions to provide list of existing education/business groups affiliated with TVUSD
llalcon for CSUSM).
6. Diane Sessions to contact Linda Wunderlich, Valley Business dournal and local newspapers for press release to
advise of Barbara Tooker's appointment to the State Board of Education.
., r,~__: ................. , ..... cf ! !5 ! ! d f~ Sc :h :Ri idc Cc ~ .... " '~'~ CQEM
8. Committee to strategize a campaign to educate the public on the severity of removing local control from school
districts and placing control with multi-level commissions at the State level. Campaign to include placing
"heat" on elected officials.
9.Diane Sessions to revise PIE business survey for EDC Education Committee to review.
New Action Items (October 2003) 1. Diane Sessions to contact local military recruiters for their interest in partnering with school districts
for ASVAB testing.
2. Diane Sessions to pool information on aptitude testing and independent career counseling resources
(regional).
3. Diane Sessions to ask Bill Baker. EDD Veteran's Work:force Rep., on vocational education resources.
4. Dennis Frank t~ c~ntact R~land Skumawitz f~r his participati~n in the EDC Educati~n C~mmittee.
Ad,iourn
The meeting adjourned at 11:25 a.m.
ECONOMIC DEVELOPMENT CORPORATION
OF SOUTHWEST RIVERSIDE COUNTY
TRANSPORTATION & INFRASTRUCTURE COMMITTEE MEETING
Thursday, October 9, 2003 - 8:00 a.m.
French Valley Airport Main Terminal, Conference Room
37552 Winchester Road, Murrieta, CA 92563
Committee Members Present:
Ken Carlisle, Guidant Corporation
Chris Masino, CDM Group, Inc.
Stevie Field, SWRC Economic Alliance
O.B. Johnson, WestMar Commercial Real Estate
David Phares, D.L. Phares & Associates
Diane Sessions, Economic Development Corporation
Sonja Wilson, Lake Elsinore Unified School District
Roger Ziemer, The Gas Company
Guests:
Rob Field, Riverside County EDA
Aviation Division
Call To Order
Committee Chair David Phares called the meeting to order at 8:20 a.m. and thanked all for attending.
Review Meeting Minutes
Motion was made by Sonja Wilson, seconded by Stevie Field and carried unanimously approve the September
11, 2003 meeting minutes as presented.
French Valley Airport Presentation
Rob Field, Riverside County EDA - Aviation Division, provided an aerial-view photo of French Valley Airport
and reported on the following items:
Future Runway Extension
· Is not an "expansion", but a safety extension of the existing nmway
· $3.5 million project with approved partial funding from the FAA
· Construction to begin in Spring 2004
Airport Features
· Estimated 100,000 flight operations per year
· Current operating budget is $1.4 million
· Airport does not have a tower yet but needs one based on number of operations
· Largest planes that can use the airport are private jets such as Gulf Stream or Falcon 20
· No commercial commuter planes can use the airport; airport not large enough
· Corporate charters can use the airport
Land Use at Airport
· 40 acres at north end is vacant and developable
· County cannot sell real property but can lease property up to 30 years with 1 O-year option
· County may develop light industrial space and office space to compliment the neighboring Southwest
County Justice Center
· 215 hangars are available, with future development capped at less than 300
· Current hangar tenants at 190; Ovation Jets is most recent hangar tenant
EDC Transportation and Infrastructure Committee Meeting
Minutes - October 9, 2003
Page 2 of 3
Airport Project Priorities
1) Complete runway safety extension project
2) Update French Valley Airport Master Plan
3) Develop vacant property
4) Create greater awareness and promote French Valley Airport within the surrounding commtmities
Mr. Field announced the upcoming Community Day event at French Valley Airport on November 22, which
includes a safety expo.
I-15 Interregional Partnership Update
Discussion tabled until the November 13 committee meeting.
Committee Reports
Discussion tabled until the November 13 committee meeting.
Legislative Summit Review
Discussion tabled until the November 13 committee meeting.
Review Previous Action Items
Discussion tabled until the November 13 committee meeting.
Previous Action Items
1. Bob Larson - Follow up on activities of Distribution Management Association of Southern California -
Inland Empire. (carried from May 2003 meeting.)
3. Diane Sessions - Create a roster of various Internet sites relevant to the Committee ~ focus. (carried
porn May 2003 meetin~
7. Diane Sessions - Contact Phil Rizzo and request a presentation for a future EDC T~ Committee
meeting &arriedpom Au~st 2000
10 Dia;:c Sczzic;:z Email draj ....... ~ .........~"~ .............. .... [~'-~:-r ~,
11. Stevie Field- Provide b15 I~ Update at October meeting (carried~om September 2003)
EDC Transportation and lnfi'astmcture Committee Meeting
Minutes - October 9, 2003
Page 3 of 3
13. Diane Sessions - Contact Supervisor Venable's office to inquire about participation on new traffic task
force (carried from September 2003)
15. Stevie Field - Follow up on Foreign-Trade Zone status at March Air Cargo Facility (carried from
September 2003)
16. Diane Sessions - Follow-up with Sonja Wilson on scheduled RTA NOW meetings (carried from
September 2003)
17. Diane Sessions - Invite Larry Rubio to attend a committee meeting and provide an RTA update (carried
from September 2003)
New Action Items (October 2003):
1. Diane Sessions - Email notice of French Valley Community Day to EDC members.
Next Meeting Date
Thursday, November 13, 2003 at 8:00 a.m. in the Workforce Development Center, 27447 Enterprise Circle
West, Temecula.
Adiourn
The meeting adjourned at 9:15 a.m.
DRAFT
ECONOMIC DEVELOPMENT CORPORATION
OF SOUTHWEST RIVERSIDE COUNTY
BOARD OF DIRECTORS GENERAL MEETING MINUTES
Thursday, October 16, 2003 - 8:00 a.m.
27447 Enterprise Circle West, Temecula, CA
DRAFT
BOARD MEMBERS
Frank Casciari, California Bank & Trust
Scott Crane, Southwest Healthcare System
Mike Doblado, The Promenade In Temecula
Maryann Edwards, Temecula Valley Unified School Dist.
Dennis Frank, UC Riverside Extension
Kimberly Frieze-Uhler, Rancho Physical Therapy
Stan Harter, Miran, Edwards, Cannon, Harter & Lewin
Scott Hurst, ProjectDesign Consultants
Keith Johnson, Mission Oaks National Bank
Jim O'Grady, City of Temecula
David Phares, D. L. Phares & Associates
Han'y Shank, Southwest Community Bank
Joan Sparkman, Temecula Valley Bank
EDC STAFF
Diane Sessions
Liz Yuzer
MEMBERS AND GUESTS
Chris Masino, CDM Group, Inc.
A1 Vollbrecht, City of Murrieta
CALL TO ORDER
· Board President Dennis Frank called the meeting to order at 8:10 a.m. Motion was made by Joan Sparkman,
seconded by Maryann Edwards and carried unanimously to approve the agenda as presented.
MINUTES
· The Board reviewed the minutes o£the September 18, 2003 Board of Directors Meeting. Motion was made
by Scott Crane, seconded by Scott Hurst and carded unanimously to approve the minutes of the September
18, 2003 Board of Directors Meeting as presented.
FINANCIAL REPORT
· September 30, 2003 Financial Report: The Board reviewed the September 30, 2003 Financial Report that
showed total monthly revenues of $1,061, total expenses of $10,258 and total cash-in-bank of $60,980.
Motion was made by Joan Sparkman, seconded by Keith Johnson and carried unanimously to approve the
September 30, 2003 Financial Report as presented.
NEW BUSINESS
· Tri-Tunnel Express Support Letter - Dennis Frank reported the EDC sent a letter of support for the
concept of the proposed TriTurmel Express to Eric Haley, Executive Director, Riverside County
Transportation Commission, with copies sent to numerous legislators throughout Southern California. The
support letter was previously authorized by the Board in June 2003. Discussion was held on the proposed
transportation project and the Board acknowledged that it was not readily accepted by all municipalities in
the region. The Board further agreed they may occasionally take positions considered best for economic
development in the region which may not be generally agreed upon by every member in the community.
Economic Development Corporation
of Southwest Riverside County
Board of Directors Meeting ~Dctober 16, 2003
Minutes - Page 2 of 3
Odyssey Media Group Proposal - Diane Sessions presented a proposal from Odyssey Media Group to
produce a 5- to 8-minute documentary on Southwest Riverside County scheduled to play on HGTV in
February 2004. This project could be in partnership with the Economic Alliance. The project cost of
$19,500 could be subsidizes with corporate sponsorships. The Board recommended that the EDC Business
Attraction Advisory Committee and staff research a number of issues regarding the proposal for further
consideration o f the project.
CONTINUING BUSINESS
· October Quarterly Lunch Update - Diane Sessions reported the next quarterly luncheon would be held
October 23 with a presentation on the TriTunnel Express, the proposed runnel to Orange County. The
speaker for the luncheon would be Bill Vardoulis of BV Engineering.
· EDC Committee Updates: Business Relations Committee: Stan Hatter reported the survey used in
business retention calls was revised. Committee members were encouraged to select businesses that they
already had relationships with for future visitations. Business Attraction Advisory Committee: Jim
O'Grady reported the Committee was working on the branding campaign and a new logo that would be
trademarked. They also hoped to forge an alliance with Southwest Airlines. Education ~4ction Committee:
Maryarm Edwards reported the Committee would investigate the use of the ASVAB testing for high school
students. She explained the ASVAB test was used by the military for aptitude and vocational purposes and
was valuable in civilian careers as well. They also recommended that letters be sent to the Murrieta Valley
Unified School District Board of Trustees to invite their participation in the Education Action Committee.
Government Action Committee: Dennis Frank reported the need to outreach to and interact with other
government action groups in the region and that the Committee would propose a "mixer". Transportation
& Infrastructure Action Committee: David Phares reported the Committee held its last meeting at the
French Valley Airport and received an update on the master plan by Rob Field, Riverside County EDA -
Aviation Division Supervisor. He further noted the main runway would be extended for safety purposes, but
the improvements were not considered an expansion of the airport. He reported French Valley Airport had
100,000 take-offs and landings per year; had a capacity of 300 hangers and were presently using 190; and an
adjacent 40 acres owned by the County could be developed for light industrial uses in the future. Mr. Phares
recommended the EDC support efforts at French Valley and invited the Board to participate in community
airfield events that would increase community awareness of the airport. Jim O'Grady reported that the
Harveston developer was required to provide a shuttle to the airport as part of their agreement with the
County. He also noted that Riverside Transportation Agency had trollies available but a CNG fueling
station was not available in this area. This would be an agenda item for the next Transportation &
Int~astructure Committee meeting. It was also announced that CETAP approved the RCIP plan on October
7 which included widening 1-15 and 1-215.
· Utilities Updates: There were no Utilities Updates.
OPEN DISCUSSION
· EDC Administrative Update: The Board reviewed the September 2003 Activity Summary submitted by
Diane Sessions.
Economic Development Corporation
of Southwest Riverside County
Board of Directors Meeting - October 16, 2003
Minutes - Page 3 of 3
· City Updates: City of Lake Elsinore -No report available. City ofMurrieta - A1 Vollbrecht reported the
new high school opened at 1-215 and Clinton Keith and road improvements to widen the ramp and add
traffic lights were pending; the Murrieta Creek Project started; and City of Murrieta supported a proposed
constitutional amendment that would keep state government fi.om raiding city funds. City of Temecula -
Jim O'Grady reported that development activity was continuing in Old Town and that additional lanes
would be added to Pechanga Parkway; a City Council candidate's forum was scheduled for October 21;
community forums for Redhawk residents to discuss the proposed annexation were scheduled for October
16 and October 18, with voting in March 2004 and, if passed, annexation would become official July 1,
2005. Mr. O'Grady thanked the EDC for their letter of support for the proposed Higher-Education Center.
· Chamber Updates: Lake Elsinore Chamber of Commerce - No report available. Murrieta Chamber of
Commerce - Diane Sessions reported the next Murrieta Business Expo would be held November 6.
Temecula Valley Chamber of Commerce - Mike Doblado reported the Temecula Chamber Business Expo
held October 15 was very successful with 96 exhibitors.
ADJOURNMENT
At 9:20 a.m., motion was made by Maryann Edwards, seconded by Scott Crane and carried unanimously to
adjourn the board meeting.
Respectively submitted by:
Elizabeth Yuzer Phil Oberhansley
Recording Secretary Board Secretary
ALLIANCE
TO:
Bradley J. Hudson
Assistant County Executive Officer
Riverside County EDA
Jim O'Grady
Assistant City Manager
City of Temecula
Lod Moss
Assistant City Manager
City of Murrieta
Madene Best
Assistant City Manager
City of Lake Elsinore
FROM:
Stevie Field
Manager, Business Development
DATE:
November 11, 2003
SUBJECT: SOUTHWEST RIVERSIDE COUNTY MONTHLY MARKETING UPDATE
Dear Partners:
Please consider this an update on the marketing activities for the Alliance as required in the Southwest
Riverside County Marketing for Business Attraction Agreement.
Leads
A total of 12 leads were generated during the month of October. Nine of these leads were direct
contacts to the Alliance via phone or web site response and three were as a result of the article in
Expansion Management magazine.
Two site tours were conducted in the month of October. The first tour was with a large manufacturer
who is looking for 10 acres to build a 100,000 to 120,000 s.f. facility. I showed several sites and two
were identified as possible future locations. The company is doing their due diligence on their first land
choice, which is in Wildomar, and will hopefully issue a letter of intent soon. This employer will create
200-300 jobs.
The second, another large manufacturer, is interested in a site in Lake Elsinore. I have met with this
company two times; the first at their current location and the second was a meeting with city staff on
11/5 at city hall. This company is very interested in their location, not only because of the many
benefits of the city and our region, but the pa~cular site this client is looking at is located in a HUBZone
(Historically Underutilized Business Zone). A HUBZone provides the business Federal contracting
preference. This is an enormous benefit to any business that currently does or is interesitng in doing,
government contract work. I will provide more detailed information on this program at our Alliance
meeting in November.
The Alliance is assisting beth companies with an Industrial Development Bond (IDB), workforce,
demographics and city, county contacts. Upon finalization of details and confirmation of location, we
are looking forward to announcing one or both of these success stories.
Cuffin.q Eddie Markeitog
I am currently working with Cuffing Edge Marketing on the following projects:
Destination branding campaign materials
This will include an updated website, CD-ROM, media kit, print advertising, l~ade
shows, and a branding campaign.
Destination branding campaign launch
Organizaiton of event
Opening video
Press and media
Media kits
Demographic Report
CD Rom
Business Resource Guide
Web-site update
GISNVebsite
Our GIS and web site continue to attract many visitors. During the month of October we had a record
month with over 1200 visitors on our website.
As we have had several connection problems with our web site on the County server, I have made
arrangements through County IT that our site be hosted through Network Solutions and InfoQuest. This
should eliminate any future problems with connection. We will still be able to generate a monthly
report, which will enable us to gauge the success of various marketing projects and programs.
"Southwest California" Destination Brendiog
The concept for ~Southwest California' has been approved and the Partners and Business Attraction
Advisory Committee (BAAC), have agreed upon the new logo. This information will be sent out
immediately for trade marking. A meeting has been set on 11/20, following the EDC Board Meeting to
announce this project to local business leaders such as TVWGA, Pechanga, local Chambers, golf
associations, SWRCMC, etc.
The date of the formal launch has been set for the EDC Quarterly luncheon on January 30, 2004.
Location has yet to be determined, however, we are looking at Pechanga as the tirst possibility. We are
planning to kick offthe event with a 3-7 minute video highlighting "Southwest California". The guest list
will include all EDC members and many of the business leaders and elected officials from Southwest
California. BAAC members have agreed to provide additional invitee recommendations.
Cuffing Edge Marketing recently hired consultant, Fred Sater, well know for his media credentials and
experience. Fred will be involved in many aspects of this event including press. Fred will assist the
Alliance and Cutting Edge with the press and media involvement and ensuring we deliver a program
worthy of the coverage. My first meeting with Fred is Friday, November 14th, to discuss this project in
detail.
I have asked EDA Marketing Department for staff assistance to help with the launch day details.
Additional information about the formal launch will follow in email form regularly over the next few
months.
Business Attraction Advisory Committee (BAAC)
The BAAC met on 11/3 at the WDC to discuss the branding logo and launch. The committee assisted
the Alliance Partners with a logo recommendation based upon the two Iogos provided. The commiltee
agreed that the EDC Quarterly luncheon would be a great venue for the formal launch and will assist
the Alliance to ensure a successful event.
Business Odyssey Video
in cooperation with the EDC, the Alliance has been approached to host a video of Southwest Califomia,
which would airon a Sunday morning, between 7am-9am on CNBC. I have provided handouts to the
Alliance Partners and the BAAC and am awaiting final response. I have contacted, and received a
hard copy video from Business Odyssey for viewing, which I will arrange for our November Alliance
meeting.
Business Resoume Guide
The Business Resource Guide (BRG), has been transferred to Cuffing Edge Marketing and is being
formatted and graphics being added. Once complete, this will be placed on the Alliance web site as an
Acrobat file available for download. There will also be a link on the CD-Rom as well as hard copies
(copies I have downloaded and bound, not professionally printed), available in my office for distribution.
We are worldng to launch the BRG at the time of our branding launch in January.
Trade shows
On behalf of the Alliance, I will be attending the following trade show:
· FabTECH (metal forming and plastic injection molding) November 15th -- 19th Chicago, IL
"Taste of SWRC" Event
I have started to work on various components for the Spdng '04 ~Taste of SWRC" event. Similar to the
Spring '02 event, we will launch the event with a panel luncheon, however, as discussed, we will follow
the luncheon with a business tour of SWRC via air-cond~oned bus. We will close the day with dinner
at the Temecula Creek Inn. Saturday will be a day of relaxation on the golf course, day spa or in wine
country and Sunday our guests will check out. We have targeted the weekend ofApri130~- May 2nd for
this event. Please let me know at your earliest convenience if you foresee any problems with this
weekend.
Taraeted Letter Writina CamDaiqn
On behalf of the Alliance, I have again started a letter writing campaign to business decision makers of
our targeted industries in San Diego, Orange and Los Angeles Counties. Each letter will be sentwith a
follow-up phone call requesting a brief one-on-one meeting to discuss the opportunities available in
Southwest Riverside County. Both the Partners and the Business Attraction Advisory Committee have
agreed to accompany me to any company visE; however, we will limit each visit to two or three key
people.
Economic Alliance sponsors 2004 ATI Awards
On March 4, 2004, IEtechSOURCE' will host its 2nd Annual Achievements in Technical Ingenuity (ATI)
Awards luncheon. This is a competition that will recognize five innovative entrepreneurs, businesses and
academia within the Inland Empire. The ATI is rigorously judged and will spotlight the regions emerging
high-tech industry. Past winners include; Prolacta Bioscience Inc., LifePoint, Inc., TurnKey Schools of
America, Inc. and NOVA R&D inc.
The Alliance will be a Media Sponsor ($1,500), at this event. Our sponsorship will entitle us to our name
in the program; six (6) seats at the awards event; a dedicated exhibit table with collateral material and
choice of tabletop display/signage; and a PowerPoint Presentation to display before the lunch.
On an ongoing basis, I attend the following meetings:
Murrieta-Temecula Group
SWRC EDC
Transportation and Infrastructure Committee
Government Action Committee
Business Attraction Advisory Committee
LE EDC
I-15-1 Partnership Meetings
Economic Development meetings concerning the Southwest Riverside County region
If you need any additional information or have any questions, please contact me at (909) 600-6066.
Sincerely,
Stevie Field
Manager, Business Development
Copy: Belinda Graham
Robert Moran
11-12-203 2:B2PM FROM P. 2
TEMI~CULA VALLEY
FILM COUNCIL
Executive Dirccwr
Smmy Poulso~ Thomas
Co. Prc~idcn ~
Steve Phelps
Go-p~ezlden~
~llen Watkins
Vice Preddent
Patty Slaton
$ccrerax~d/Treasurer
Eve Craig
Judi Staa~s
TEMECULA VALLEY FILM COUNC-IL
ACTIVITIES REPORT
OCTOBER 2003
OFFICERS & MEMBERS OF THE FILM COUNCIL:
Pat Martinez, Executive Director; Sunny Thomas, President; Ellen Watkins,
Vice President; Helene Scoma, Secretary/Treasure; Eve Craig, Maggi AIle~,
Patty Siaton & Judi Staats
THE BUSINESS OF THE FILM COUNCIL:
Priority items for the Film Council w/Il continue as FolloWS:
Continue d/stfibution of the Discover Temecula flyer.
Continued planning of the Reel Student Film Festival. Webs/re has been
completed and wilt be up and running by Novembe~ 24~
(www. TheReelSmdcntFilmFest. com). Th~ ~Call forEnlry'isin~e
process of being distributed and Russ McDonald is near completion of'the
Sponsorship Package.
"Pathways To Productions Workshop" at Chaparral H/gh School/s beiag
conducted once a monte Th~ Workshop bas been very ~I1 received and
'each month brings an increase in the number of students pa~icipatin~
· The Production Gu/d~ is now complel~d and ready
11-12-283 2:S3PM FROM
October 2003AcfivltyReport
Page2
FILMING IN TEMECULA:
We received very few phone calls in ~ month of October regard/ag
filming in thc Tcmecula area. Shcri Davis has informed us that filming
has been slow in all area of the Inland Empire.
The office continues to rccc/ve phone calls from private and local
expressing their interest in offering their homes for both fihiil.g iocatioas
and city events.
www.~=ndlego,org
{#LIFORflI#
General
City of Temenula:
~-~5
www. temecula.org
888-TEMECULA www.cltyoftemecula.oro
Winery lnformation: 800-801-WINE www.temeculawlnes.oro
APPROVAL
CITY ATTORNEY
DIRECTOR OF FIN..AI~--I~
CITY MANAGER/~?z/
CITY OF TEMECULA
AGENDA REPORT
TO:
FROM:
DATE:
SUBJECT:
City Council/City Manager
Anthony J. Elmo, Director of Building & Safet.y/~
November 25, 2003
Departmental Report
October 2003
PREPARED BY: Carol Brockmeier, Administrative Secretary
TOTAL NUMBER OF PERMITSISSUED ................................................................... 398
NSFR .................................................................................................................. 96
NCOM ............................................................. .................. 3
TOTAL VALUATION ..................................................................................... $18,395,442
TOTAL NUMBER OF INSPECTIONS PERFORMED ............................................... 5457
TO:
FROM:
DATE:
SUBJECT:
APPROVAL
CITY ATTORNEY
DIRECTOR OF FiNANCE~.,~,~
CITY MANAGER
CI~ OF TEM~CU~
AGENDA ~PORT
City Manager/Ci~ Council
Howard Windsor, Ci~ Fire Chi~ -
November 17, 2003
Monthly Depa~mental Repo~
RECOMMENDATION:
Attached for City Council's review and filing is the Fire Department's Monthly Activity Reports for
the 3rd quarter, 2003.
Month: July
Year: 2003
91%
86% N/A 97% 75% 88%
3.00 3.53 N/A 3.40 5.00 3.73 4.05
0 0 0 0 0 32
0 0 0 0 0 7.84
0 0
38 0
0 0
0 0
0 1
0 2
0 0
0 138
0 7
0 0
0 148
0 1
0 5 36
0 0 1504
0 176 664
0 7 147
0 0 82
0 189 2492
: Permits Issued
Pre Plans
Total 38 3
Month: August Year: 2003
94% 89% N/A 93%
75% 88%
3.0 3.3 N/A 3.7 3.7 3.4 3.7
Number of Calls 0 0 0 0
Time Committed (Hours) 0 0 0 0
School Programs
Fairs and Displays
Company Inspections
LE-38 Dooryard Inspections
Burning Permits Issued
Pre Plans
Total
18
0 0 0 0
0 0 0 0
1 I 0 0
2 5 64
0 8 44
0 lg 1522
0 0 664
0 0 147
0 2 84
2 33 2525
23
3
Month: September
Year: 2003
95% 85% N/A 91% 84% 89% 88%
17.1 8.9 N/A 3.6 3.4 8.2 6.0
Number of Calls 0 0
Time Co~nmitled (Hours) 0 0
School Programs
Fairs and Displays
Company Inspections
LE-38 Dooryard Inspections
Burning Permits Issued
Pre Plans
22 0 0 0 0
0 0 0 0 0
1 0 1 0 10
2 0 15 0 0
Total 26 7 22 0 11
9 73
6 50
22 1544
0 664
12 159
17 101
66 2591
Month: July
Year: 2003
Medical Aids
135
74
Traffic Collisions 32 18
Rescues 0 0
Commercial Structure Fires 0 1
Residential Structure Fires 4 0
Vehicle Fires 0 0
Vegetation Fires 0 0
Improvement Fires 0 0
Refuse Fires 0 0
Ringing Alarms 0 2
Public Service Assists ] 0
Fire Menace Standbys
Haz Mats
0
0
0
Cover Assignments
Other Incidents
0 1
total 172 98
% of Calls on Scene in 5 min or less 97% 87%
3.5
209 1396
50 357
0 0
1 10
4 31
0 5
0 0
0 2
0 1
2 20
1 23
1 4
I 2
0 1
1 4
270 1851
92% 91%
3.5 3.6
Average Response Time 3.5
Month: August Year: 2003
Medical Aids 124 98 222 1618
Traffic Collisions
Rescues
Commercial Structure Fires
Residential Structure Fires
Vehicle Fires
25
0
0
6
0
0
26
51 408
0 0
3 13
7 38
6
0 0
2 4
Fires I 1
Refuse Fires 0 0 0 1
Alarms I I 2 22
Public Service Assists 4 2 6 29
0 0
Fire Menace Standbys
Haz Mats
0 4
3 5
0 3
Cover Assi 0 0 0 1
Other Incidents 0 0 0 4
Total 161 136 297 2148
of Calls on Scene in 5 rain or less 97% 89% 93% 92%
Time
3.4 3.2 3.3 3.46
Month: September
Year: 2003
Medical Aids 138 76 214 1832
Fraffic Collisions 27 26 53 461
Rescues 0 0
Zonm~ercial Structure Fires 1 14
~Residential Structure Fires 3 41
Vehicle Fires 0 6
Vegetation Fires 0 0
Improvement Fires 0 4
Refuse Fires 0 1
Ringing Alarms I 23
Public Service Assists 7 36
Fire Menace Standbys
Haz Mats
0 0
1 0
3 0
0 0
0 0
0 0
0 0
0 1
4 3
0 0
0 0
0 0
0 0
4
0 5
Cover Assignments 0 1
Other Incidents 0 4
Total 173 106 279 2427
% of Calls on Scene in 5 min or less 92% 90% 91% 92%
Average Response Time 3.3 14.1 8.7 6.1
Month: July Year: 2003
Building TI 23 198
NCOM Buildin~ 14 71
~UG Water 7 85
Over/Under Ground Tanks 0 1
NCOM Sprinkler 15 79
iSprinkler TI 15 88
Hood Duct 4 22
~Spray Booths 0 1
ISpecial Suppression Systems 0 5
Alarms 11 102
Planning Cases 15 134
Special Code Permits 0 1
Miscellaneous 6 46
Total 110 833
Fire C of O 20 97
Shell Final 1 20
UG Hydro 2 16
Thrust Blocks 4 20
Over Head Hydro 16 64
Fire Flow 0 1
Flush 1 22
Sprinkler Final 7 63
Weld Inspection 5 12
Hood Duct Final 4 9
Alarm Pre-wire 2 37
Alarm Final 7 80
Spray Booth Final 0 1
Fire Safety Inspection 4 16
State Mandated Inspection 0 2
Special Events Inspection 2 2
Piping Hydro I 1
Shear Valves 0 0
Over/Under Tank Final 0 2
Special Suppression System 0
Special Project lnvesti.aation 0 0
Engine Company Follow-up 0 0
Miscellaneous 35 63
Total 111 529
Month: August Year: 2003
Building TI 32 230
NCOM Building 21 92
UG Water 27 112
Over/Under Ground Tanks 0 1
NCOM Sprinkler 5 84
Sprinkler TI 14 102
Hood Duct 2 24
Spray Booths 0
Special Suppression Systems 2 7
Alarms 23 125
Planning Cases 26 160
Special Code Permits 0 1
Miscellaneous 4 50
Total 156 989
Fire C of O 9 106
Shell Final 2 22
UG Hydro 5 21
Thrust Blocks 5 25
Over Head Hydro 17 81
Fire Flow 2 3
Flush 39 61
Sprinkler Final 8 71
Weld Inspection 1 13
Hood Duct Final 3 12
Alarm Pre-wire 10 47
Alarm Final 11 91
Spray Booth Final 0 I
Fire Safety Inspection 3 19
State Mandated Inspection 0 2
Special Events Inspection 0 2
Piping Hydro 0 1
Shear Valves 0 0
Over/Under Tank Final 0 2
Special Suppression System 0 1
Special Project Investigation 0 0
Engine Company Follow-up 0 0
Miscellaneous 12 75
Total 127 656
Month: September Year: 2003
Building TI 18 248
NCOM B uildin~g 18 110
UG Water 8 120
Over/Under Ground Tanks 0 1
NCOM Sprinkler 10 94
Sprinkler TI 20 122
Hood Duct 3 27
Spray Booths 0 1
Special Suppression Systems 4 11
Alarms 19 144
Planning Cases 12 172
Special Code Permits 0 1
Miscellaneous 20 70
Total 132 1121
Fire C of O 7 113
Shell Final 0 22
UG Hydro 1 22
Thrust Blocks 1 26
Over Head Hydro 7 88
Fire Flow 0 3
Flush 3 64
Sprinkler Final 10 81
Weld Inspection 0 13
Hood Duct Final 2 14
Alarm Pre-wire 4 51
Alarm Final 2 93
Spray Booth Final 0 1
Fire Safety Inspection I 20
State Mandated Inspection 0 2
Special Events Inspection 1 3
Piping Hydro 0 1
Shear Valves 0 0
Over/Under Tank Final 0 2
Special Suppression System 0 1
Special Project Investigation 0 0
Engine Company Follow-up 0 0
Miscellaneous 5 80
Total 44 700
APPROVAL
CITYATTORNEY
DIRECTOR OFFINANCE
CITY MANAGER
TO:
FROM:
DATE:
SUBJECT:
CITY OF TEMECULA
AGENDA REPORT
City ManagedCity Council
William G. Hughes, Director of Public Works/City Engineer
November 25, 2003
Department of Public Works Monthly Activity Report
RECOMMENDATION: Attached for City Council's review and filing is the Department of
Public Works' Monthly Activity Reports for the month of October, 2003.
MOACTRPT
CAPITAL IMPROVEMENT PROJECTS
Monthly Activity Report
October / November 2003
Prepared By: Amer Attar
Submitted by: William G. Hughes
Date: November 25, 2003
PROJECTS UNDER CONSTRUCTION
1. Children's Museum
This project will construct a 7,500 square foot children's museum. 2H Construction has completed
the structural repairs to the building shell. All that remains in their scope of work is the stucco repair
and painting. Fleming Construction, the original contractor for the building shell improvements,
returned to the job site in October and demolished the gazebo pomh floor in order to replace it with
the matching porch boards; this work is nearly complete. Sparks Exhibits and Environments is
preparing the tenant improvements and beginning the preparation to install the exhibits. Public
Works will not be monitoring the installation of the exhibits as TCSD is administering that contract.
2. Pechanga Parkway (Formerly Pala Road) Sound Wall Improvements
Under this project, sound walls will be designed and constructed on the southwest side of Pechanga
Parkway, from Rainbow Canyon Road to the Pechanga casino and on the northeast side along the
residences just north of Loma Linda. Bullard Construction has completed the section of the sound
wall on the northeast side of the project, along Jedediah Smith. On the west side of the project the
section between Masters and Loma Linda Road is nearing completion with the contractor grouting
and capping the wall. Footings have been poured at the section between Loma Linda and Via
Consuelo and the masons are bringing the wall up a layer at a time. The wall footing has been
excavated between Via Consuelo and Via Gilberto. The project is on schedule at this time.
3. Rancho California Road Bridge Widening Over Murrieta Creek
This project will widen Rancho California Road Bridge over Murrieta Creek 35 feet on the south and
15 feet on the north to provide four additional traffic lanes. CIDH pier pilings are complete, the right
and left bridge decks have been poured, stressed and all falsework removed. Completion of the
project is anticipated in the Spring of 2004 although the allowable working days extend into August
of 2004.
4. Pavement Rehabilitation Program - FY 2002~ 2003
The project involves removing and replacing the pavement in the two westbound lanes of Rancho
California Road between Margarita Road and Meadows Parkway. R. J. Noble started the work on
8/08 and substantially completed it on 10/02. The contractor has completed all punchlist items (i.e.,
striping). Outstanding items include: one final invoice and negotiations over one change order (paint
vs. thermoplastic).
5. John Warner Road Assessment District
Under this project an assessment district was formed. This district includes the construction of street
R:\MonthlyActivityReport\ClP\2003\October.doc
and storm drain improvements in the John Warner Road area. Storm drain installation, which began
on 10/8/03, continues, though with intermittent progress, due to ongoing utility conflicts. Conflicts
have resulted in a number of redesigns, both in the field and as submitted by McLaughlin's
(contractor). All redesigns have resulted in CCOs, and utility companies have been noticed that they
are potentially liable for monetary damages due to conflicts. Area residents have been kept
informed of project's progress and problems, and continue to be very cooperative through the
process. Storm drain installation was completed; roadway work on John Warner west of Jeramie is
to follow immediately. Remainder of roadway work is on hold until utility relocations are complete.
This date is unknown at this time.
6. Rancho California Road Widening & Median Modifications East of Ynez Road
The project will include the closing of the two median openings on Rancho California Road in front
of the Town Center, while lengthening the left turn lanes at Ynez Road, Town Center Drive, and Via
Los Colinas to improve traffic circulation. In addition, a dedicated right turn lane will be added on the
eastbound direction on Rancho California Road at Ynez Road. Clear and grub work on the north
side of the RCR, east of Ynez, was completed the week of 10/13/03. Since then, little progress has
been made due to utility conflicts. A major Edison line was discovered in conflict with the new
retaining wall, and relocation of this line was completed on 11/15/03. Contractor submitted a
proposal for an alternative pre-cast retaining wall that will both greatly facilitate construction and
positively affect schedule; approval of the proposal is pending. With holiday season approaching,
the possibility of contract suspension until after first of year is increasingly becoming the best option.
PROJECTS BEING ADVERTISED FOR BIDS
NONE
PROJECTS IN DESIGN
1. Pechanga Parkway (Formerly Pala Road) Improvements - Phase II (SR 79 South to
Pechanga Road)
This project will widen Pechanga Parkway (formerly Pala Road) to its ultimate width from the
Pechanga Parkway Bridge to Pechanga road. The City is working with Caitrans' Local Assistance
and City's Environmental Consultant to expedite the environmental approval process. The
Preliminary Environmental Document Classification (NEPA) of the project has been determined to
be an "Environmental Assessment" (EA). Required technical studies (involving Federal action)will
be included in the EA. The Planning Department completed Addendum No. 3 to the Wolf Creek EIR
and the Notice of Determination for the project. The Addendum and NOD were needed to satisfy all
CEQA requirements for the project. Corps of Engineers is requiring that the City process an
individual permit in addition to a nationwide permit for the Wolf Valley Creek Channel. The
consultant is revising the plan and profile to meet the Corps requirements. The City will return
checkprints to DMJM+HARRIS when all of the street plans/specifications/utility companies'
comments are completed.
This project will be divided into two stages. The first stage is to construct the storm drain triple box
culvert and the channel improvements north of Loma Linda. Construction of this stage is scheduled
for Winter 2003. The second stage will construct the remaining street improvements and drainage
structures. Construction of this stage will start once the first stage is completed.
R:\MonthlyActivityReport\CIP\2003\October.doc
2. Pechanga Parkway Storm Drain Improvements - Phase II
This project will construct the storm drain triple box culvert and the channel improvements north of
Loma Linda. As part of this stage the entire Pechanga Parkway, Phase II project will be
environmentally cleared in accordance with the California Environmental Quality Act (CEQA). The
City has completed the legal descriptions and plats needed to transfer Right of Way to RCFC &
WCD for maintenance of the storm drain system. The City submitted a design/construction
agreement to RCFC & WCD for their review and approval. The agreement included an overall right
of way map and irrevocable offers of dedications with associated legal descriptions and plats. The
U.S. Army Corps of Engineers (USACE) requested that the City and RCFC & WCD make additional
changes to the lower section of the Wolf Valley Creek Channel. The consultant has redesigned the
outlet facility. The consultant has completed the redesign and the plans were submitted to RCFC &
WCD for final check and approval on October 10, 2003.
3. Temecula Library
A full service library, approximately 34,000 square feet in area, will be designed and built on Pauba
Road, just west of Fire Station #84. This project will provide the community with library resoumes
and services. A separate parcel has been created for the library for bond purposes. The City was
approved for funding by the State on October 28, 2003. TCSD will coordinate the submittal of plans
between the architect and the State. Public Works will take the lead on all utility issues, bidding, and
construction management. A utility coordination meeting has been set for December 2 to address
the various issues, i.e. services, protection, relocation. Etc. The project will be advertised for bids
once the plans are approved by the State and all issues are resolved.
4. Pauba Road Improvements - Phase II (Margarita Road to Showalter Road)
This project will widen Pauba Road from Showalter to just west of Margarita Road to its ultimate
width. The City has reviewed the 100% Design Plans submitted by the consultant. Specifications
are under review. Plans were sent to all utilities and utility issues are being addressed.
Environmental documents have been finalized by the City's Planning Department. The public
comment period will end December 11. Work is being coordinated with the library project, which will
resume since State funds have been secured.
5. Murrieta Creek Bridge - Overland Drive Extension to Diaz Road
This project will entail alignment studies and the design of an extension of Overland Drive, westerly
to Diaz Road, which includes a new bridge over Murrieta Creek. The project includes the widening
of Overland Drive from Jefferson Avenue to Commerce Center Drive, and the extension of Overland
Drive across Murrieta Creek to Diaz Road. Staff prepared an amendment to the original agreement
for the PS&E. Council approved the amendment that included a scope of work to complete the P.S.
& E. The kick-off meeting will be scheduled for the week of October 20, 2003. Design is underway.
6. Landscaping and Sidewalk On SR 79 South (Old Town Front Street to Pechanga
Parkway)
The project consists of the design and construction of new sidewalk, irrigation, and landscaping
along State Route 79 South between Old Town Front Street and Pechanga Parkway. Planting and
irrigation plans were forwarded to Homeowners Association property management office on 8-11-
03. Their comments were received on 11/18/03. Also, City has received comments from Caltrans.
These comments were forwarded to the designer to make the revisions. City received plans from the
designer. The plans are under review.
3 R:\MonthlyActivityReport\ClP\2003\October.doc
7. Temecula Sports Complex
A new 40+ Acres sports complex will be built at the corner of Pechanga Parkway and Deer Hollow
Way. The City Council approved the Conceptual Master Plan of the project and funding at the
January 14, 2003 meeting. 90% complete project plans were submitted in mid November and
currently under City review. Coordination efforts with the developer and utility companies are
underway.
8. Bridge Barrier Rail Upgrade, Rainbow Canyon Road over Pechanga Creek/Del Rio Road
over Empire Creek
This project will replace the existing barrier rails of the Rainbow Canyon Bridge over Pechanga
Creek and the Del Rio Road Bridge over Empire Creek. Simon Wong Engineering (SWE) delivered
the 100% Plans and Engineer's Cost Estimate in early October. The Specifications are complete.
The request for authorization for construction funding was sent to Caltrans on 1/14/03. Caltrans
responded via e-mail on 8/1/03 saying that their Obligational Authority (OA) for all local federal aid
projects has reached its limit for this year and will not be available until the new federal budget is
approved sometime after 10/1/03. Once Caltrans approval is received (sometime after 10/1/03) the
project will go out to bid.
9. Fire Station - Wolf Creek Site
A fire station will be built at the Wolf Creek Site. The Plans have been approved with the exception
of the grading plans. A meeting was held on 11/13/03 between City, developer, and architect, in
which the developer (Standard Pacific) expressed the desire to modify the design of the fire station.
STK (architect) is to submit the proposed cost/schedule impact for design changes. Standard Pacific
is to meet with planning to discuss the impacts and the process for design changes. The
understanding by all parties is that any design changes MAY NOT delay the project. Follow-up
meeting will be held at the request of Standard Pacific. Street improvement and utility plans were
delivered to STK by Standard Pacific
10. Vail Ranch Park (Near Pauba Valley School) - Add Amenities
This project will add amenities, including play equipment, to the recently annexed Vail Ranch Park.
RHA Landscape Architects/Planners Inc. is the design firm. The final design documents were
resubmitted to the City during the last period. Final review is complete and Mylars will be submitted.
The specifications have been prepared and are being reviewed. The project will go to City Council
on November 25, 2003 for authorization to advertised for bids.
11. Murrieta Creek Multi Purpose Trail
This project will build portions of the equestrian and bike trails along Murrieta Creek within City
limits. The City has received a federal grant of $1,214,000. Caltrans has given the City the
"Authorization to Proceed with Preliminary Engineering." We are working with US Army Corps of
Engineers and Riverside County Flood Control to coordinate the trail design with the Murrieta Creek
Improvement project. A progress meeting was held on Sept. 30, 2003. The preliminary design was
discussed as was the Corps of Engineers schedule. The Environmental portion of the project will
begin in the near future.
12. State Route 79 South Medians
Under this project medians will be constructed on State Route 79 South within the City of Temecula
R:\MonthlyActiviiyReport\CIP\2003\October.doc
limits. The City Council approved a design agreement with Project Design Consultants (PDC) on
May 27, 2003. PDC just received an encroachment permit to perform field surveying. They are in the
process of doing the preliminary design. They are looking to incorporate maintenance parking areas
in the median island.
13. Guardrail Installation and Replacement On Rainbow Canyon Road
in this project, old guardrails will be replaced and new guardrails will be installed in needed locations
on Rainbow Canyon Road within the City of Temecula. Authorization to request proposals was
received from Caltrans and the RFP went out on June 11,2003. Proposals were received on July 1,
2003 and negotiations with the highest ranked firm is in progress. Once Caltrans approves the
recommended consultant the agreement will go to City Council for approval.
'14. Old Town Southern Gateway Landscaping
Under this project, 10,000 square feet remnant parcel west of Front Street, which was created by
the realignment of First Street, will be landscaped. Project plans and specifications are complete.
Advertisement is pending the research on the availability of State funding.
15. Rancho California Road Widening, Old Town Front Street to I-'15 (Southside)
This project will provide a right turn lane for southbound I-15 motorists and explore the possibility of
providing a dual left turn lane from westbound RCR to southbound Front Street. Design and
analysis of alternatives is underway. Alternatives study will be complete at the end of November.
16. Old Town Community Theatre
This project will construct a 20,000 square foot community theater complex and refurbishes the
existing Mercantile Building. Plans are through Building plan check. A construction management
firm has been chosen and a portion of their work (e.g., cost estimate and constructability check is
complete). City Council approved the pre-qualification of the general contractors on July 22, 2003.
We are in the process of acquiring Fourth Street right-of-way for utilities and access. The Regional
Water Board has approved the 401 permit, we are awaiting Army Corps 404 permit. PS&E approval
and authorization to bid is scheduled for the 11/25/03 City Council meeting.
17. Fire Station - Northeast Site (Roripaugh Ranch)
This project will construct a new fire station in the north part of the City. Amendment of the design
agreement, for final design, was approved at the 6/10/03 Council meeting. The developer has
deposited the additional funding necessary to complete final design and bid the project. 90%
drawings were submitted to Building on 8/26/03 and they are due back on 9/12/03. The land for the
station is set to be dedicated as part of the tract map acceptance on 9/16. The timing of the station
will be impacted by the developer's ability to provide finished street grades, finished site grading and
site utilities. The developer's 3rd plan submittal of the street and grading plans is expected during
the next period.
18. Jefferson Avenue Pavement Rehabilitation - Phase II
This project will rehabilitate Jefferson Avenue from approximately 650 ft south of Overland Dr. to
Rancho California Rd. The rehabilitation will include pavement overlay and read/driveway
reconstruction. City Council approved the design contract on 09/23. Kick-off meeting was held on
10/08.2nd progress meeting was held on 11/05, during which AEi showed that they are actively
researching and conceptually designing the project. Revised plans will be submitted for City review.
5 R:\MonthlyActivityReport\ClP\2003\October.doc
Upon City approval of conceptual design, AEI will start the construction drawings.
19. Main Street Bridge Over Murrieta Creek (Replacement)
New Project. This project will replace the existing Main Street Bridge over Murrieta Creek. Request
For Proposals was issued on 9/16/03. Proposals were submitted on 10/7/03 and interviews were
held on November 19,2003. Staff is also preparing an application for Highway Bridge Replacement
and Rehabilitation (HBRR) funds.
20. Diaz Road Realignment
Under this project, Diaz Road will be realigned to Vincent Moraga Road at Rancho California Road.
Business Park Drive will be a T-intersection at Diaz. City staff is currently designing the project. The
project is on-hold, except for the two traffic signals at Diaz Rd. & Rancho Way and Business Park &
Rancho California Road. Right of Way acquisition process is ongoing. Plans for the two signals aro
being finalized.
21. Winchester Road Widening Between Enterprise Circle and Jefferson
This project will widen Winchester road between Enterprise Circle and Jefferson Avenue. It will also
add a right turn lane from Eastbound Winchester to Southbound Jefferson, starting at Enterprise
Circle. in-house design continues. Right-of-way plats and legals have been prepared and the
acquisition process is underway. Offers were sent out to the affected property owners on 08-05-03.
Median placement on Jefferson Avenue is under review.
22. Bus Bench Upgrades
Under this project, bus benches and shade structures will be installed and existing ones will be
upgraded at various locations. Project research on locations of current bus stops, existing bus
bench/shade structures, bus bench/shade structure costs and RTA routes is complete. Bus
bench/shade structure design and location options were reviewed and a report with
recommendations was prepared and is being reviewed by management.
23. Traffic Signal Installation - Citywide
Under this project, traffic signals will be installed on Meadows Parkway at La Serena and at
Rancho Vista. We are preparing the preliminary design information and research. A meeting
with the Temecula Valley Unified School District is t be held to discuss access.
PROJECTSIN THE PLANNING STAGE
1. 1-15/SR 79 South Interchange - Project Study Report (PSR)
This project will modify the I-15/SR 79 South Intemhange to accommodate projected future traffic.
The City will proceed with the modified alternative #5. The draft Project Study Report was submitted
to Caltrans and the City for review and comments on April 7, 2003. The City received Caltrans
comments on May 22, 2003. The City's responses to the comments were sent back to Caltrans on
June 3, 2003. The latest FHWA and Caltrans comments are currently being addressed with PSR
resubmittai scheduled for the end of November.
6 R:\MonthlyActivityReport\CIP\2003\October.doc
2. French Valley Parkway Overcrossing and Interchange, Project Report (PR), Plans
Specifications, and Estimate (PS&E) Preparation
This project will construct an interchange between Winchester Road Interchange and the 1-15/1-215
split. The consultant continues to work on the Project Report. The Value Analysis session has been
completed. Value Analysis report is currently under review. In addition, this project was chosen to
be the Federal Highway Administration's pilot program to accelerate projects. The program is called
Accelerated Construction Technology Transfer (ACTT). Workshops related to this program will be
held in December. We are also pursuing the acquisition of a number of properties to protect them
from development.
3. Alignment Study for Murrieta Creek Bridge Between Winchester Road and Temecula City
Limits and Diaz Road Extension
This study will determine the alignment and location of the Murrieta Creek crossing between
Winchester Road and the northern City Limits. In addition, the study will be combined with the Diaz
Road Extension alignment study and design. Coordination with the City of Murrieta, Riverside
County Flood Control and Army Corps of Engineers is necessary. The Consultant and Staff met
with Riverside County Flood Control to discuss possible alignments. The consultant is currently
awaiting data from Riverside County Flood Control in order to complete the work on the first draft of
the alignment study. Staff has yet to receive the data.
PROJECTS THAT ARE SUSPENDED OR ON-HOLD
'1. Santa Gertrudis Bridge Widening at 1-15
This is Phase II of the Southbound Auxiliary Lane project at the southbound exit ramp for
Winchester Road. This project will widen the 1-15 southbound exit-ramp at the Santa Gertrudis
Creek Bridge to provide an additional lane on the exit ramp just north of Winchester Road. Staff is
revisiting the merits of this project in light of the Project Study Report for French Valley Parkway
Interchange. The study shows that this bridge may have to be removed in the future to
accommodate the new Interchange. This project is suspended indefinitely.
7 R:\MonthlyAcfivityReport\ClP\2003\October.doc
..g
wO
I--
Z
sss
0
{2.
.-I
Z
mmm
.m
0
m
m
LU
,,8
LuO
~_.
O~
,.8
I,U
TO:
FROM:
DATE:
SUBJECT:
MEMORANDUM
Bill Hughes, Director of Public Works/City Engineer
~Brad Buron, Maintenance Superintendent
November 3, 2003
Monthly Activity Report - October, 2003
The following activities were performed by Public Works Department, Street Maintenance Division in-house personnel
for the month of October, 2003:
I. SIGNS
A.
B.
C.
Total signs replaced
Total signs installed
Total signs repaired
88
101
44
2
4~213
58
350
47
6~779
A. Total trees trimmed for sight distance and street sweeping concerns
III.
ASPHALT REPAIRS
A. Total square feet of A. C. repairs
B. Total Tons
IV.
CATCH BASINS
A. Total catch basins cleaned
RIGHT-OF-WAY WEED ABATEMENT
A. Total square footage for right-of-way abatement
VI.
GRAFFITI REMOVAL
A. Total locations
B. Total S.F.
VII.
STENCILING
A. 421 New and repainted legends
B. 3~736 L.F. of new and repainted red curb and striping
Also, City Maintenance staffresponded to 54 service order requests ranging from weed abatement, tree trimming,
sign repair, A.C. failures, litter removal, and catch basin cleanings. This is compared to 33 service order requests
for the month of September~ 2003.
The Maintenance Crew has also put in 226 hours of overtime which includes standby time, special events and
response to street emergencies.
The total cost for Street Maintenance performed by Contractors for the month of October~ 2003 was $ 56~503.66
compared to $ 78~750.00 for the month of September~ 2003.
Account No. 5402 $ 12,870.00
Account No. 5401 $ 43,633.66
Account No. 999-5402 $ - 0 -
Ron Parks, Deputy Director of Public Works
Ali Moghadam, Senior Engineer (CIPFFraffic)
Greg Butler, Senior Engineer (Capital Improvements)
Amer Attar, Senior Engineer (Capital Improvements)
Jerry Alegria, Senior Engineer (Land Development)
STREET MAINTENANCE CONTRACTORS
The following contractors have performed the following projects for the month of October, 2003
DATE DESCRIPTION TOTAL COST
ACCOUNT STREET/CHANNEL/BRIDGE OF WORK SIZE
CONTRACTOR: BECKER ENGINEERING
Dale: 10/20/03 CITYWIDE A.C. SAW CUTTING FOR P.W. MAINTENANCE
PATCH TRUCK
#
5402
TOTAL COST I $ 3,370.00
Date: 10/23/03 JEDEDIAH SMITH AT DE PORTOLA REMOVE SILT, DEBRIS AND MAKE REPA1RS
AS DIRECTED
ROAD CHANNEL
#
5401
COST I $ 7,383.66
TOTAL
Date: 10/30/03 VALLEJO AT YNEZ ROAD CHANNEL REMOVE SILT, DEBRIS AND MAKE REPAIRS
AS DIRECTED
# 540 l TOTAL COST
14,750.00
CONTRACTOR: MONTELEONE CONTRACTORS
Date: 10/I7/03 CALLE MEDUSA CHANNEL REMOVAL OF SILT & DEBRIS
#
5401
TOTAL COST [ $ 4,500.00
Date: 10/03/03 SANTIAGO ROAD CHANNEL CONSTRUCT 3 DESILT PONDS IN CHANNEL
#
5401
COST I $ 7,500.00
TOTAL
Date: 10/15/03 CITYWIDE SANDBAGGING AT VARIOUS LOCATIONS FOR
EROSION CONTROL
#
5402
TOTAL COST I $ 9,500.00
CONTRACTOR: RENE'S COMMERCIAL MANAGEMENT
Date: 10/09/03 REMOVAL OF VEGETATION, DEBRIS AND TRASH
CITYW1DE FROM CHANNEL INLET & OUTLETS
#
5401
TOTALCOST I $ 9,500.00
TOTAL COST ACCOUNT #5401 $43,633.66
TOTAL COST ACCOUNT #5402 $ 12,870.00
TOTAL COST ACCOUNT #99-5402 -0-
CITY OF TEMECULA
DEPARTMENT OF PUBLIC WORKS
ROADS DIVISION
ASPHALT (POTHOLES) REPAIRS
MONTH OF OCTOBER, 2003
DA~E LOCA~iON TOTAL
ScoP E bF w,o K TONS
10/02/03 RANCHO CALIFORNIA ROAD NORTH OF 1-15 EWY AC OVERLAY 123 3.5
10/06/03 4TM & 5TM STREETS AT MERCEDES AC OVERLAY 704 4.5
10/07/03 4TM STREET AT MERCEDES AC OVERLAY 830 4.5
l 0/08/03 OVERLAND AT COMMERCE CENTER DRIVE R&R AC 225 6.5
10/09/03 5TM STREET AT MERCEDES AC OVERLAY 330 2
10/13/03 MARGARITA AT AVENIDA BARCA R&R AC 238 5.5
10/14/03 MARGARITA AT AVENIDA BARCA R&R AC 420 7.5
10/15/03 MARGARITA AT AVENIDA BARCA R&R AC 613 5.5
10/21/03 COMMERCE CENTER DRIVE AT OVERLAND R&R AC 150 4
10/22/03 COMMERCE CENTER DRIVE AT OVERLAND R&R AC 170 4.5
10/27/03 FRONT STREET SOUTH OF SANTIAGO R&R AC 133 3.5
10/28/03 28822 FRONT STREET R&R AC 277 6.5
TOTAL S.F. OF REPAIRS 4,213
TOTAL TONS 58
CITY OF TEMECULA
DEPARTMENT OF PUBLIC WORKS
ROADS DIVISION
CATCH BASIN MAINTENANCE
MONTH OF OCTOBER, 2003
DnXE LOCk'tON · WOR : COMpLEtED
10/01/03 AREA #2 CLEANED & CHECKED 15 CATCH BASINS
10/01/03 AREA #1 CLEANED & CHECKED 59 UNDERSIDE DRAINS
10/02/03 AREA #2 CLEANED & CHECKED 21 CATCH BASINS
10/06/03 C1TYWIDE CLEANED & CHECKED 36 CATCH BASINS
10/07/03 AREA #2 CLEANED & CHECKED 7 CATCH BASINS
10/09/03 AREA #4 CLEANED & CHECKED 17 CATCH BASINS
10/10/03 OLD TOWN CLEANED & CHECKED 26 CATCH BASINS
10/14/03 AREA #4 CLEANED & CHECKED 35 CATCH BASINS
10/15/03 AREA #4 CLEANED & CHECKED 11 CATCH BASlNS
10/16/03 AREA #4 CLEANED & CHECKED 30 CATCH BASINS
10/20/03 AREA #2 CLEANED & CHECKED 6 CATCH BASINS
10/21/03 AREA #2 CLEANED & CHECKED 9 CATCH BASINS
10/23/03 AREA #4 CLEANED & CHECKED 24 CATCH BASINS
10/23/03 AREA #3 CLEANED & CHECKED 8 CATCH BASINS
10/27/903 AREA #2 CLEANED & CHECKED I CATCH BASINS
10/28/03 AREA #2 CLEANED & CHECKED 7 CATCH BASINS
10/29/03 AREA #4 CLEANED & CHECKED 24 CATCH BASINS
10/30/03 AREA #4 CLEANED & CHECKED 14 CATCH BASINS
TOTAL CATCH BASINS CLEANED & CHECKED 350
R:LM A INTAII~WKC MPLETD\C ATCHB A$~03.04\OCTO B ER.03
CITY OF TEMECULA
DEPARTMENT OF PUBLIC WORKS
ROADS DIVISION
GRAFFITI REMOVAL
MONTH OF OCTOBER, 2003
DATE LOCA:T!ON :~ORK COMPLETED
10/01/03 41935 4TM STREET REMOVED 140 S.F. OFGRAFFITI
10/02/03 4TIt STREET AT MERCEDES REMOVED 75 S.F. OF GRAFFITI
10/02/03 MAIN STREET BRIDGE REMOVED 225 S.F. OF GRAFFITI
10/02/03 PUJOL AT 6TM STREET REMOVED 25 S.F. OF GRAFFITI
10/02/03 4TM STREET AT OLD TOWN FRONT STREET REMOVED 81 S.F. OF GRAFFITI
10/02/03 TEMECULA CREEK AT AVENIDA DE MISSIONES REMOVED 360 S,F. OF GRAFFITI
10/02/03 26710 YNEZ REMOVED 35 S.F. OF GRAFFITI
10/02/03 26800 YNEZ REMOVED 360 S.F. OFGRAFFITI
10/03/03 YNEZ AT YNEZ COURT REMOVED 300 S.F. OF GRAFFITI
10/03/03 TARGET CENTER REMOVED 350 S.F. OF GRAFFITI
10/06/03 MAIN STREET BRIDGE REMOVED 56 S.F. OFGRAFFITI
10/06/03 41975 4TM STREET REMOVED 30 S.F. OF GRAFFITI
I0/06/03 4TM AT MERCEDES REMOVED 17 S.F. OFGRAFFITI
10/06/03 28601 FRONT STREET REMOVED 22 S.F. OF GRAFFIT1
10/06/03 28495 FRONT STREET REMOVED 108 S.F. OFGRAFFIT1
10/06/03 28485 FRONT STREET REMOVED 30 S.F. OF GRAFFITI
10/06/03 41935 4TM STREET REMOVED 71 S.F. OFGRAFFITI
10/06/03 FELIX VALDEZ AT 6TM STREET REMOVED 50 S.F. OF GRAFFITI
10/06/03 YNEZ AT YNEZ COURT REMOVED 131 S.F. OF GRAFFITI
10/06/03 42228 STONEWOOD REMOVED 63 S.F. OFGRAFFITI
10/06/03 NO. GENERAL KEARNEY AT NICHOLAS REMOVED 72 S.F. OF GRAFFITI
1006/03 JOSEPH AT NICHOLAS REMOVED 24 S.F. OF GRAFFITI
10/06/03 MARGARITA AT SANTA GERTRUDIS CREEK REMOVED 484 S.F. OF GRAFFITI
R:\M A I NTA ] N~W KC M PLTD\G R AF~FITI\2(~3.20Q4\OCTO B ER O 3
10/08/03 MERCEDES AT 4TM STREET' REMOVED 136 S.F. OF GRAFFITI
10/08/03 NO. GENERAL KEARNEY AT NICHOLAS REMOVED 172 S.F, OF GRAFFITI
10/13/03 OLD TOWN REMOVED 150 S.F. OF GRAFFITI
10/13/03 PECHANGA PARKWAY AT LOMA L1NDA REMOVED 100 S.F. OF GRAFFITI
10/13/03 TARGET CENTER REMOVED 50 S.F. OF GRAFFITI
i0/14/03 28495 FRONT STREET REMOVED 8 S.F. OF GRAFFITI
i0/14/03 4TM AT MERCEDES REMOVED 22 S.F, OFGRAFFITI
10/14/03 YNEZ AT YNEZ COURT REMOVED 130 S,F. OF GRAFFITI
10/15/03 29210 STONEWOOD REMOVED 230 S.F. OF GRAFFITI
10/20/03 28816 PUJOL REMOVED 52 S.F. OFGRAFFITI
10/20/03 TARGET CENTER REMOVED 107 S.F. OF GRAFFITI
10/20/03 NO. GENERAL KEARNEY AT NICHOLAS REMOVED 283 S.F. OF GRAFFITI
i0/22/03 LONG VALLEY AT HUMBER REMOVED 150 S.F. OFGRAFFITI
10/23/03 RIVERTONPARK REMOVED 6 S.F. OFGRAFFITI
10/23/03 YNEZ AT TOWER PLAZA REMOVED 72 S.F. OF GRAFFITI
10/23/03 LYNDIE LANE REMOVED 190 S.F. OF GRAFFITI
10/24/03 TEMECULA ELEMENTARY SCHOOL (BIN) REMOVED 220 S.F. OFGRAFFITI
10/27/03 TARGET CENTER REMOVED 150 S.F. OFGRAFFITI
10/27/03 BUTTERFIELD STAGE BRIDGE AT 79 SO. REMOVED 100 S.F. OF GRAFFITI
10/28/03 42140 LYND1E LANE REMOVED 650 S.F. OF GRAFFITI
10/28/03 STONEWOOD APARTMENTS REMOVED i00 S.F. OFGRAFFITI
10/29/03 42230 STONEWOOD REMOVED 80 S.F. OFGRAFFITI
10/29/03 TARGET CENTER REMOVED 96 S.F. OFGRAFFITI
10/29/03 YNEZ AT YNEZ COURT REMOVED 416 S.F. OF GRAFFITI
TOTAL S.F. GRAFFITI REMOVED 6~779
TOTAL LOCATIONS 47
Z~
z
~0
CITY OF TEMECULA
DEPARTMENT OF PUBLIC WORKS
ROADS DIVISION
SERVICE ORDER REQUEST LOG
MONTH OF OCTOBER, 2003
DATE DATE WORK
RECEIVED LOCATION REQUEST COMPLETED
10/01/03 29835 VIA ALTURAS TREE TRIMMING 10/01/03
10/02/03 44065 SHELDON COURT STREET SWEEPING 10/02/03
10/02/03 30600 FEATHER COURT DEBRIS REMOVAL 10/20/03
10/03/03 43021 AGENA ROOT PRUNE 10/03/03
10/04/03 MARGARITA AT WINCHESTER OIL SPILL 10/04/03
10/06/03 41531 AVENIDA DE LA REINA POTHOLE 10/06/03
10/07/03 PECHANGA PARKWAY AT VIA EDUARDO TREE TRIMMING 10/07/03
10/07/03 29872 VILLA ALTURAS DRIVE ROOT PRUNE 10/07/03
10/09/03 42436 AGENA SIGN REPLACED 10/09/03
10/09/03 30396 VIA NORTE DEBRIS PICK-UP 10/09/03
l 0/09/03 T.M.H.S. DEBRIS PICK-UP 10/09/03
10/09/03 4107 VINTAGE C1RCLE DEBRIS PICK-UP 10/09/.03
10/13/03 41465 AVENIDA DE LA REINA ROOT PRUNING 10/13/03
10/13/03 42786 AGENA STREET TREE TRIMMING 10/13/03
10/14/03 42215 AGENA STREET TREE TRIMMING 10/14/03
10/15/03 40640 CALLE MADERO STROM DRAIN CLEANING 10/15/03
10/15/03 CORTE AMAYA STORM DRAIN CLEANING 10/15/03
10/15/03 43384 VIA ANGELES DEBRIS PICK-UP 10/15/03
10/15/03 29540 NIGHT CREST CIRCLE SLURRY STREETS 10/15/03
10/15/03 31074 MIRA LOMA DRIVE ROOT PRUNING 10/15/03
10/16/03 27107 QUAIL CREEK COURT TREE REMOVAL 10/16/03
10/16/03 31101 RUIDOSA STORM DRAIN CLEANING 10/16/03
10/16/03 31402 PENNANT COURT ALGAE IN STREET 10/16/03
10/17/03 29917 AVENIDA CIMA DEL SOL ROOT PRUNING 10/17/03
1017/03 WINCHESTER ROAD LITTER 10/17/03
DATE DATE WORK
RECEIVED LOCATION REQUEST COMPLETED
10/20/03 42819 TERRA ROBLES DRIVE S.N.S. MISSING 10/20/03
10/20/03 RANCHO CALIFORNIA ROAD AT 1-15 FWY PAINT SPILL i0/20/03
10/20/03 40377 CALLE MEDUSA TREE TRIMMING 10/20/03
10/20/03 RANCHO CALIFORNIA RD. AT VIA LAS COLINAS OIL SPILL 10/20/03
10/21/03 42611 REMORA TREE TRIMMING 10/21/03
i0/21/03 32981 PATERNO STREET STREET STRIPING 10/21/03
10/21/03 FRONT STREET P.C.C. REPAIR 10/21/03
10/21/03 44652 VIA LEECIDO DEBRIS PICK-UP 10/21/03
10/22/03 44687 CAMINO GONZALES WATER LEAK 10/22/03
i0/23/03 MEADOWS PARKWAY GAS ODOR 10/23/03
10/23/03 44115 HIGHLANDER DRIVE CELL PHONE IN STORM DRAIN 10/23/03
10/23/03 30030 VIA ALTURAS S.N.S. REPLACEMENT I0/23/03
10/24/03 40640 CALLE MADERO PLUGGED DRAIN 10/24/03
10/24/03 31663 CHELSEA WAY STREET STRIPING 10/24/03
10/27/03 41300 MONTELENA CIRCLE POTHOLE 10/27/03
10/27/03 41501 AVENIDA DE LA REINA DEBRIS PICK-UP 10/27/03
10/27/03 28243 CORTE MALBINO TREE TRIMMING 10/27/03
10/27/03 43128 CORTE CALANDA S.N.S. MISSING 10/27/03
10/27/03 44763 CALLE BANUELOS POTHOLE 10/27/03
10/27/03 28267 CORTE MALBINO TREE TRIMMING i0/27/03
10/28/03 31130 NO. GENERAL KEARNEY DEBRIS PICK-UP 10/28/03
10/28/03 NICHOLAS AT WINCHESTER DELINEATORS DOWN I0/28/03
10/28/03 43200 CORTE CALANDA S.N.S. DOWN 10/28/03
10/28/03 43001 CALLE CAMILLIA DEBRIS PICL-UP 10/28/03
10/28/03 33021 ROSSMAN CIRCLE TREE LIMB DOWN 10/28/093
10/29/03 32217 COUR MEYNEY TREE REMOVAL 10/29/03
10/30/03 MARGARITA ROAD AT DATE STREET TEMP R-I'S 10/30/03
10/30/03 40065 ADIAN COURT POTHOLE 10/30/03
10/30/03 RANCHO CALIFORNIA ROAD E/O MARGARITA SINKHOLE 10/30/03
TOTAL SERVICE ORDER REQUESTS 54
CITY OF TEMECULA
DEPARTMENT OF PUBLIC WORKS
ROADS DIVISION
SIGNS
MONTH OF OCTOBER, 2003
L, WORK COMPLETED
10/01/03 CITYWIDE REPAIRED 7 SIGNS
10/09/03 SANTA CECELIA AT COSMIC REPLACED R-1-A
10/09/03 COSMIC AT AGENA REPLACED 3 R-1-A
10/09/03 PECHANGA PARKWAY AT CLUBHOUSE REPLACED R-26-A
10/09/03 30244 DEL REY ROAD REPLACED W-17
10/14/03 YNEZ AT PALM PLAZA REPLACED R-7
10/14/03 AREA #3 REPLACED 8 S.N.S.
10/16/03 AREA #3 REPLACED 17 S.N.S.
10/16/03 CITYWlDE REPAIRED 10 SIGNS
10/17/03 SOLANA WAY REPLACED R-26
10/22/03 WINCHESTER AT NICHOLAS INSTALLED 94 DELINEATORS
10/23/03 PUjOL STREET AT MAIN STREET INSTAl.I ED 2 W-32, 2 W-6
10/23/03 ROAYL BIRKDALE INSTAI,I,I~D 2 R-2-25
10/27/03 CITYWIDE REPAIRED 7 SIGNS
10/27/03 VIA HALCON AT LA SERENA REPLACED S.N.S.
10/27/03 OVERLAND AT YNEZ REPLACED R-7, K-MARKER
10/27/03 MARGARITA N/O WINCHESTER REPLACED 2 DELINEATORS
10/27/03 NICHOLAS S/O WINCHESTER REPLACED 2 DELINEATORS
10/28/03 NICHOLAS AT CALLE MEDUSA REPLACED W-57, 2 "N" MARKERS
10/28/03 LA SERENA AT MEADOWS REPLACED 2 DELINEATORS
10/28/03 RANCHO CALIFORNIA ROAD AT MARGARITA REPLACED DELINEATOR
10/28/03 NICHOLAS AT WINCHESTER REPLACED 3 DELINEATORS
10/28/03 CALLE MEDUSA AT MONIQUE REPLACED S.N.S.
10/29/03 NICHOLAS AT WINCHESTER REPLACED 2 DELINEATORS
10/29/03 TEMEKU AT PIN REPLACED R-7, "K' MARKER
10/29/03 AREA #4 REPLACED 34 $.N.S.
10/29/03 CITYWIDE REPAIRED 20 SIGNS
10/23/03 CORTE HIGUERA INSTALLED W-53
TOTAL SIGNS REPLACED 88
TOTAL SIGNS INSTALLED 101
TOTAL SIGNS REPAIRED 44
CITY OF TEMECULA
DEPARTMENT OF PUBLIC WORKS
ROADS DIVISION
STENCILS / STRIPING
MONTH OF OCTOBER, 2003
10/01/03 AREA #2 REPAINTED 18 LEGENDS
10/02/03 AREA #2 REPAINTED 28 LEGENDS
10/06/03 MAIN STREET E/O PUJOL REPAINTED 70 L.F. STRIPING
10/07/03 OLD TOWN REPAINTED 181 LEGENDS
10/08/03 OLD TOWN REPAINTED 121 LEGENDS
10/14/03 OLD TOWN FRONT AT HWY 79 SO. INSTALLED 158 L.F. RED CURB
10/14/03 AREA #3 REPAINTED 51 LEGENDS
10/15/03 CITYWlDE REPAINTED 700 L.F. OF YELLOW BULLNOSE
10/16/03 CITYWIDE REPAINTED 1,246 L.F. OF YELLOW BULLNOSE
10/23/03 OVERLAND INSTALLED 195 L.F. RED CURB
10/23/03 ROYAL BIRKDALE INSTALLED 2 LEGENDS
10/27/03 CITYWIDE REPAINTED 1,045 L.F. YELLOW BULLNOSE
10/28/03 CITYWIDE REPAINTED 322 L.F. YELLOW BULLNOSE
10/28/03 NICHOLAS AT WINCHESTER REPAINTED 20 LEGENDS
TOTAL NEW & REPAINTED LEGENDS 421
NEW & REPAINTED RED CURB & STRIPING L.F. 3~736