HomeMy WebLinkAbout2024-12 CC Resolution RESOLUTION NO. 2024-12
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 AN ACQUISITION AGREEMENT
THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY RESOLVE AS
FOLLOWS:
Section 1. 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. 23-01 (Altair) (the "CFD"), to designate an improvement area
therein and to identify a future annexation area for the CFD, all 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.
Section 2. The CFD, the improvement area and the future annexation area are also
expected to be authorized to fund certain municipal services(the"Services")and an annual wildlife
conservation fee (the "Conservation Fee"), both as described in the proceedings to form the CFD.
Section 3. In order to enable the CFD, the improvement area and the future annexation
area to finance the Improvements, the Services and the Conservation Fee, 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 adoption by the Authority of a resolution authorizing the issuance
of the Bonds, with respect to the portion of the Improvements to be owned or operated, and with
respect to the Services to be provided by the City for the CFD,and with respect to the Conservation
Fee to be administered by the City for the CFD.
Section 4. The Conservation Fee is expected to be included in the annual special tax levy
by the Authority for the CFD and will be remitted by the Authority to the City to be accumulated
and disposed of by the City as provided in Section 4.4.5(v)of the Development Agreement,entered
into as of January 1, 2018 (the"Development Agreement"), between the City and Temecula West
Village, LLC, which agreement has been subsequently assigned to SB Altair, LLC, as the
developer of the property in the CFD.
Section 5. 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, with respect to
the Services to be provided by the City for the CFD, and with respect to the Conservation Fee to
be administered by the City for the CFD (the "Joint Community Facilities Agreement") has been
filed with the City Clerk.
Section 6. The City Council, with the assistance of City staff, has reviewed the Joint
Community Facilities Agreement, and the City Council now desires to approve the Joint
Community Facilities Agreement and direct its execution and delivery.
Section 7. The Authority expects to enter into an Acquisition Agreement(the"Acquisition
Agreement") with the developer of the land in the CFD, whereby developer will construct some
of the Improvements to be acquired with the proceeds of the Bonds.
Section 8. The implementation of 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.
Section 9. 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
and Bond Counsel, the approval of such changes to be conclusively evidenced by the execution
and delivery by the City Manager of the Joint Community Facilities Agreement. The City Council
hereby declares that the Joint Community Facilities Agreement (a) will be beneficial to the
residents residing within the boundaries of the City, and (b) the Joint Community Facilities
Agreement will apply to the CFD, the Improvement Area and all or any portion of the Future
Annexation Area that annexes to the CFD.
Section 10. 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 11. 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, to assist the Authority in implementing the Acquisition Agreement and to
assist with the disposition and use of the Conservation Fee in accordance with the Development
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 and such agreements.
Section 12. This Resolution shall take effect upon its adoption.
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PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula
this 13t day of February, 2024.
James Stewart, Mayor
ATTES
,'
Randi J� Clerk
[SEAL]
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STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Randi Johl, City Clerk of the City of Temecula, do hereby certify that the foregoing
Resolution No. 2024-12 was duly and regularly adopted by the City Council of the City of
Temecula at a meeting thereof held on the 13th day of February, 2024,by the following vote:
AYES: 4 COUNCIL MEMBERS: Alexander, Kalfus, Schwank, Stewart
NOES: 0 COUNCIL MEMBERS: None
ABSTAIN: 0 COUNCIL MEMBERS: None
ABSENT: 0 COUNCIL MEMBERS: None
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Randi Johl, City Clerk
I
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Quint & Thimmig LLP 12/27/23
1/15/24
20009.25:J19443
FIRST AMENDMENT TO ACQUISITION AGREEMENT
by and between the
TEMECULA PUBLIC FINANCING AUTHORITY
and
MERITAGE HOMES OF CALIFORNIA, INC.
dated as of March 1, 2024
relating to:
Temecula Public Financing Authority
Community Facilities District No. 20-01
(Heirloom Farms)
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THIS FIRST AMENDMENT TO ACQUISITION AGREEMENT, dated as of March 1, 2024
(“Amendment 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”), for the Authority’s Temecula Public Financing Authority Community Facilities District
No. 20-01 (Heirloom Farms) (the “CFD”), and Meritage Homes of California, Inc., a California
corporation (the “Developer”). This Amendment No. 1 amends that certain Acquisition Agreement,
dated as of February 23, 2021 (the “Acquisition Agreement”), by and between the Authority for
the CFD, and the Developer. Capitalized terms used in this Amendment No. 1 and not otherwise
defined herein have the meanings given such terms in Section 1.01 of the Acquisition Agreement.
RECITALS:
WHEREAS, the Authority and the Developer have entered into the Acquisition Agreement
in order to provide for the use of proceeds of bonds issued by the Authority for the CFD deposited
to an acquisition account of an improvement fund, to pay costs of Facilities and Discrete
Components thereof authorized to be funded by the CFD that are to be constructed by the
Developer; and
WHEREAS, the Authority and the Developer now desire to amend the Acquisition
Agreement to update the Budgeted Costs of the Discrete Components described in Exhibit B to
the Acquisition Agreement.
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, for
the CFD, 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. Substitution of New Exhibit B. The Acquisition Agreement is hereby amended
by deleting Exhibit B thereto and by inserting therein, in lieu thereof, Exhibit A to this Amendment
No. 1.
Section 2. Counterparts. This Amendment No. 1 may be executed in counterparts, each
of which shall be deemed an original.
Section 3. Interpretation of Agreement. Captions used in this Amendment No. 1 are for
convenience of reference only and shall not affect the interpretation or meaning of this
Amendment No. 1 or the Acquisition Agreement.
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IN WITNESS WHEREOF, the parties have executed this Amendment No. 1 as of the day
and year first-above written.
TEMECULA PUBLIC FINANCING AUTHORITY, for
the TEMECULA PUBLIC FINANCING AUTHORITY
COMMUNITY FACILITIES DISTRICT NO. 20-01
(HEIRLOOM FARMS)
By:
Aaron Adams,
Executive Director
MERITAGE HOMES OF CALIFORNIA, INC.,
a California corporation
By:
Its:
20009.25:J19443
Exhibit A
EXHIBIT A TO AMENDMENT NO. 1
ACQUISITION AGREEMENT
EXHIBIT B
FACILITIES ELIGIBLE FOR ACQUISITION FROM THE
DEVELOPER AND RELATED BUDGETED COSTS
Facility
No. Description
Budgeted
Cost
1 Temecula Center Drive, Ynez Road & Date Street Improvements:
Improvements include traffic control, grading, removal and
disposal of existing asphalt, sawcut, grind and overlay,
relocation of traffic signs and utilities, paving, curb and gutter,
sidewalk, berms, signing and striping, ramps, trenching and
sleeving, and other appurtenant improvements and work
necessary to complete Temecula Center Drive, Ynez Road and
Date Street.
$1,950,000
2 Traffic Signal at Temecula Center Drive & Ynez Road:
Improvements include traffic control, poles, signal heads,
lighting, signal controllers, signs, pull boxes, camera systems,
loop detectors, signing and striping, conduits, and other
appurtenant improvements and work necessary to complete the
traffic signal at Temecula Center Drive and Ynez Road.
$750,000