HomeMy WebLinkAboutAgenda Packet - Finance & Human Resources Committee - 08/25/2022FINANCE & HUMAN RESOURCES COMMITTEE
AUGUST 25, 2022
East Valley Water District was formed in 1954 and provides water and wastewater services to
103,000 residents within the cities of San Bernardino and Highland, and portions of San
Bernardino County.
EVWD operates under the direction of a 5member elected Board.
COMMITTEE MEMBERS
David E. Smith
Governing Board Member
James Morales Jr.
Governing Board Member
Finance & Human Resources Committee Meeting
August 25, 2022 4:00 PM
31111 Greenspot Road, Highland, CA 92346
www.eastvalley.org
PLEASE NOTE:
Materials related to an item on this agenda submitted to the Board after distribution of the
agenda packet are available for public inspection in the District’s office located at 31111
Greenspot Rd., Highland, during normal business hours. Also, such documents are available
on the District’s website at eastvalley.org and are subject to staff’s ability to post the
documents before the meeting.
Pursuant to Government Code Section 54954.2(a), any request for a disabilityrelated
modification or accommodation, including auxiliary aids or services, that is sought in order
to participate in the above agendized public meeting should be directed to the District Clerk
at (909) 8854900 at least 72 hours prior to said meeting.
In order to comply with legal requirements for posting of agenda, only those items filed
with the District Clerk by 12:00 p.m. on Wednesday prior to the following Wednesday
meeting not requiring departmental investigation, will be considered by the Board of
Directors.
CALL TO ORDER
PLEDGE OF ALLEGIANCE
ROLL CALL OF BOARD MEMBERS
PUBLIC COMMENTS
Any person wishing to speak to the Board of Directors is asked to complete a Speaker Card
and submit it to the District Clerk prior to the start of the meeting. Each speaker is limited to
three (3) minutes, unless waived by the Chairman of the Board. Under the State of California
Brown Act, the Board of Directors is prohibited from discussing or taking action on any item
not listed on the posted agenda. The matter will automatically be referred to staff for an
appropriate response or action and may appear on the agenda at a future meeting.
APPROVAL OF CONSENT CALENDAR
All matters listed under the Consent Calendar are considered by the Board of Directors to be
routine and will be enacted in one motion. There will be no discussion of these items prior to
the time the board considers the motion unless members of the board, the administrative staff,
or the public request specific items to be discussed and/or removed from the Consent
Calendar.
1.Approve the February 8, 2022 Finance and Human Resources Committee Meeting
Minutes
2.Approve the March 1, 2022 Finance and Human Resources Committee Meeting
Minutes
3.Approve the May 16, 2022 Finance and Human Resources Committee Meeting Minutes
INFORMATIONAL ITEMS
4.Review the Community Facilities District (CFD) Petition and Resolutions 2022.14,
2022.15, and 2022.16 to Facilitate Establishment of CFD No. 20221 (Palm &
Highland)
REPORTS
ADJOURN
FINANCE & HUMAN RESOURCES COMMITTEEAUGUST 25, 2022East Valley Water District was formed in 1954 and provides water and wastewater services to103,000 residents within the cities of San Bernardino and Highland, and portions of SanBernardino County.EVWD operates under the direction of a 5member elected Board.COMMITTEE MEMBERS
David E. Smith
Governing Board Member
James Morales Jr.
Governing Board Member
Finance & Human Resources Committee Meeting
August 25, 2022 4:00 PM
31111 Greenspot Road, Highland, CA 92346
www.eastvalley.org
PLEASE NOTE:
Materials related to an item on this agenda submitted to the Board after distribution of the
agenda packet are available for public inspection in the District’s office located at 31111
Greenspot Rd., Highland, during normal business hours. Also, such documents are available
on the District’s website at eastvalley.org and are subject to staff’s ability to post the
documents before the meeting.
Pursuant to Government Code Section 54954.2(a), any request for a disabilityrelated
modification or accommodation, including auxiliary aids or services, that is sought in order
to participate in the above agendized public meeting should be directed to the District Clerk
at (909) 8854900 at least 72 hours prior to said meeting.
In order to comply with legal requirements for posting of agenda, only those items filed
with the District Clerk by 12:00 p.m. on Wednesday prior to the following Wednesday
meeting not requiring departmental investigation, will be considered by the Board of
Directors.
CALL TO ORDER
PLEDGE OF ALLEGIANCE
ROLL CALL OF BOARD MEMBERS
PUBLIC COMMENTS
Any person wishing to speak to the Board of Directors is asked to complete a Speaker Card
and submit it to the District Clerk prior to the start of the meeting. Each speaker is limited to
three (3) minutes, unless waived by the Chairman of the Board. Under the State of California
Brown Act, the Board of Directors is prohibited from discussing or taking action on any item
not listed on the posted agenda. The matter will automatically be referred to staff for an
appropriate response or action and may appear on the agenda at a future meeting.
APPROVAL OF CONSENT CALENDAR
All matters listed under the Consent Calendar are considered by the Board of Directors to be
routine and will be enacted in one motion. There will be no discussion of these items prior to
the time the board considers the motion unless members of the board, the administrative staff,
or the public request specific items to be discussed and/or removed from the Consent
Calendar.
1.Approve the February 8, 2022 Finance and Human Resources Committee Meeting
Minutes
2.Approve the March 1, 2022 Finance and Human Resources Committee Meeting
Minutes
3.Approve the May 16, 2022 Finance and Human Resources Committee Meeting Minutes
INFORMATIONAL ITEMS
4.Review the Community Facilities District (CFD) Petition and Resolutions 2022.14,
2022.15, and 2022.16 to Facilitate Establishment of CFD No. 20221 (Palm &
Highland)
REPORTS
ADJOURN
FINANCE & HUMAN RESOURCES COMMITTEEAUGUST 25, 2022East Valley Water District was formed in 1954 and provides water and wastewater services to103,000 residents within the cities of San Bernardino and Highland, and portions of SanBernardino County.EVWD operates under the direction of a 5member elected Board.COMMITTEE MEMBERSDavid E. SmithGoverning Board Member James Morales Jr.Governing Board MemberFinance & Human Resources Committee MeetingAugust 25, 2022 4:00 PM31111 Greenspot Road, Highland, CA 92346www.eastvalley.orgPLEASE NOTE:Materials related to an item on this agenda submitted to the Board after distribution of theagenda packet are available for public inspection in the District’s office located at 31111Greenspot Rd., Highland, during normal business hours. Also, such documents are availableon the District’s website at eastvalley.org and are subject to staff’s ability to post thedocuments before the meeting.Pursuant to Government Code Section 54954.2(a), any request for a disabilityrelatedmodification or accommodation, including auxiliary aids or services, that is sought in orderto participate in the above agendized public meeting should be directed to the District Clerkat (909) 8854900 at least 72 hours prior to said meeting.
In order to comply with legal requirements for posting of agenda, only those items filed
with the District Clerk by 12:00 p.m. on Wednesday prior to the following Wednesday
meeting not requiring departmental investigation, will be considered by the Board of
Directors.
CALL TO ORDER
PLEDGE OF ALLEGIANCE
ROLL CALL OF BOARD MEMBERS
PUBLIC COMMENTS
Any person wishing to speak to the Board of Directors is asked to complete a Speaker Card
and submit it to the District Clerk prior to the start of the meeting. Each speaker is limited to
three (3) minutes, unless waived by the Chairman of the Board. Under the State of California
Brown Act, the Board of Directors is prohibited from discussing or taking action on any item
not listed on the posted agenda. The matter will automatically be referred to staff for an
appropriate response or action and may appear on the agenda at a future meeting.
APPROVAL OF CONSENT CALENDAR
All matters listed under the Consent Calendar are considered by the Board of Directors to be
routine and will be enacted in one motion. There will be no discussion of these items prior to
the time the board considers the motion unless members of the board, the administrative staff,
or the public request specific items to be discussed and/or removed from the Consent
Calendar.
1.Approve the February 8, 2022 Finance and Human Resources Committee Meeting
Minutes
2.Approve the March 1, 2022 Finance and Human Resources Committee Meeting
Minutes
3.Approve the May 16, 2022 Finance and Human Resources Committee Meeting Minutes
INFORMATIONAL ITEMS
4.Review the Community Facilities District (CFD) Petition and Resolutions 2022.14,
2022.15, and 2022.16 to Facilitate Establishment of CFD No. 20221 (Palm &
Highland)
REPORTS
ADJOURN
Agenda Item #1 August 9, 20221
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Meeting Date: August 9, 2022
Agenda Item #1
Consent Item
Regular Meeting
TO: Committee Members
FROM: Chief Financial Officer
SUBJECT: Approve the February 8, 2022 Finance and Human Resources Committee
Meeting Minutes
RECOMMENDATION
Staff recommends that the Finance and Human Resources Committee approve the
minutes as submitted.
AGENCY GOALS AND OBJECTIVES
II - Maintain a Commitment To Sustainability, Transparency, and Accountability
B. Utilize Effective Communication Methods
REVIEW BY OTHERS
This agenda item has been reviewed by the Administration Department.
FISCAL IMPACT
There is no fiscal impact associated with this agenda item.
Respectfully submitted:
________________
Brian Tompkins
Chief Financial Officer
ATTACHMENTS
February 8, 2022 Minutes
Page 1 of 2
Minutes 2/8/22 cmk
5
1
8
Draft pending approval
EAST VALLEY WATER DISTRICT February 8, 2022
FINANCE & HUMAN RESOURCES COMMITTEE MEETING
MINUTES
Ms. Koide called the meeting to order at 3:32 p.m. and Director Smith led the flag salute.
PRESENT: Directors: Morales, Smith
ABSENT: None
STAFF: Brian Tompkins, Chief Financial Officer; Ryan Ritualo, Information
Technology Manager; Rudy Guerrero, Finance Supervisor; Christi
Koide, Senior Administrative Assistant
GUEST(s): Members of the public
PUBLIC COMMENTS
The Senior Administrative Assistant declared the public participation section of the
meeting open at 3:33 p.m.
There being no written or verbal comments, the public participation section was closed.
APPROVAL OF CONSENT CALENDAR
1. Approval of November 30, 2021 Finance and Human Resources Meeting
Minutes
2. Approval of December 7, 2021 Finance and Human Resources Meeting
Minutes
A motion was made by Director Smith, seconded by Director Morales, that the
Committee approve the Consent Calendar as submitted.
The motion carried by the following:
Ayes: Morales, Smith
Noes: None
Absent: None
Page 2 of 2
Minutes 2/8/22 cmk
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DISCUSS PROFESSIONAL AUDIT SERVICES 2022
The Chief Financial Officer provided a brief overview of the Request for Proposal process
and stated the top three firms will be taken to the next Committee meeting for review.
Information only.
REVIEW COMMUNITY FACILITIES DISTRICT (CFD) ADMINISTRATION
SERVICES PROPOSAL
The Chief Financial Officer gave a brief overview of the procurement procedures followed
during the Highland Hills and Mediterra CFD Formation. The Committee reviewed the
proposal for Administration Services provided by Koppel & Gruber Public Finance (KGPF)
that will be taken to the next Board meeting for approval.
Information only.
DISCUSSION AND POSSIBLE ACTION ITEMS
The Committee discussed and agreed to meet on the second Tuesday of each month at
4:00 p.m.
ADJOURN
The meeting adjourned at 3:55 p.m.
James Morales, Jr. David E. Smith
Governing Board Member Governing Board Member
Agenda Item #2 May 16, 20221
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Meeting Date: May 16, 2022
Agenda Item #2
Consent Item
Regular Meeting
TO: Committee Members
FROM: Chief Financial Officer
SUBJECT: Approve the March 1, 2022 Finance and Human Resources Committee
Meeting Minutes
RECOMMENDATION
Staff recommends that the Finance and Human Resources Committee approve the
minutes as submitted.
BACKGROUND / ANALYSIS
N/A
AGENCY GOALS AND OBJECTIVES
II - Maintain a Commitment To Sustainability, Transparency, and Accountability
B. Utilize Effective Communication Methods
REVIEW BY OTHERS
This agenda item has been reviewed by the Administration Department.
FISCAL IMPACT
There is no fiscal impact associated with this agenda item.
Respectfully submitted:
________________
Brian Tompkins
Chief Financial Officer
ATTACHMENTS
March 1, 2022 Minutes
Page 1 of 1
Minutes 3/1/22 cmk
5
2
4
Draft pending approval
EAST VALLEY WATER DISTRICT March 1, 2022
FINANCE & HUMAN RESOURCES COMMITTEE MEETING
MINUTES
Ms. Koide called the meeting to order at 4:00 p.m. and Director Smith led the flag salute.
PRESENT: Directors: Goodrich, Morales
ABSENT: None
STAFF: Brian Tompkins, Chief Financial Officer; Rudy Guerrero, Finance
Supervisor; Christi Koide, Senior Administrative Assistant
GUEST(s): Members of the public
PUBLIC COMMENTS
The Senior Administrative Assistant declared the public participation section of the
meeting open at 4:02 p.m.
There being no written or verbal comments, the public participation section was closed.
DISCUSS CONTRACT AWARD FOR PROFESSIONAL AUDIT SERVICES
The Chief Financial Officer gave a brief overview of how a three-person committee scored
and reviewed the six Requests for Proposals (RFPs) received for professional auditing
services. Directors Morales and Smith support staff’s recommendation to engage Rogers,
Anderson, Malody & Scott (RAMS) to perform audit services for the District during the
next three years, and will present a contract to the Board for consideration.
Information only.
ADJOURN
The meeting adjourned at 4:23 p.m.
James Morales, Jr. David E. Smith
Governing Board Member Governing Board Member
Agenda Item #3 August 9, 20221
Meeting Date: August 9, 2022
Agenda Item #3
Consent Item
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8
8
Regular Meeting
TO: Committee Members
FROM: Chief Financial Officer
SUBJECT: Approve the May 16, 2022 Finance and Human Resources Committee
Meeting Minutes
RECOMMENDATION
Staff recommends that the Finance and Human Resources Committee approve the
minutes as submitted.
AGENCY GOALS AND OBJECTIVES
II - Maintain a Commitment To Sustainability, Transparency, and Accountability
B. Utilize Effective Communication Methods
REVIEW BY OTHERS
This agenda item has been reviewed by the Administration Department.
FISCAL IMPACT
There is no fiscal impact associated with this agenda item.
Respectfully submitted:
________________
Brian Tompkins
Chief Financial Officer
ATTACHMENTS
May 16, 2022 Minutes
Page 1 of 2
Minutes 5/16/22 etb
5
2
3
Draft pending approval
EAST VALLEY WATER DISTRICT May 16, 2022
FINANCE & HUMAN RESOURCES COMMITTEE MEETING
MINUTES
Ms. Bateman called the meeting to order at 4:00 p.m. and Mr. Tompkins led the flag
salute.
PRESENT: Directors: Morales, Smith
ABSENT: None
STAFF: Brian Tompkins, Chief Financial Officer; Kerrie Bryan, Director of
Administrative Services; Rudy Guerrero, Finance Supervisor; Eileen
Bateman, Human Resources Coordinator
GUEST(s): Members of the public
PUBLIC COMMENTS
The Human Resources Coordinator declared the public participation section of the
meeting open at 4:02 p.m.
There being no written or verbal comments, the public participation section was closed.
REVIEW LETTER REGARDING AUDITOR RESPONSIBILITIES AND PLANNING
DOCUMENT FROM ROGERS, ANDERSON, MALODY & SCOTT, LLP FOR
PREPARATION OF THE DISTRICT’S FY 2021-22 AUDIT
The Chief Financial Officer introduced Scott Manno, CPA partner from Rogers,
Anderson, Malody & Scott.
Mr. Manno provided a detailed overview of the letter and outlined the responsibilities of
the District and the Accounting Firm for the FY 2021-22 Audit.
Information only.
DISCUSS THE MEMORANDUM OF UNDERSTANDING SIDE LETTER OF
AGREEMENT BETWEEN THE EAST VALLEY WATER DISTRICT AND THE EAST
VALLEY WATER DISTRICT PARTNERSHIP
The Director of Administrative Services provided information regarding the Juneteenth
Holiday and Retiree health reimbursement update to be included as a side letter of the
represented employee agreement.
Information only.
Page 2 of 2
Minutes 5/16/22 etb
5
2
3
REPORTS
There were no reports at this time.
ADJOURN
The meeting adjourned at 4:38 p.m.
James Morales, Jr. David E. Smith
Governing Board Member Governing Board Member
Agenda Item #4 August 9, 20221
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Meeting Date: August 9, 2022
Agenda Item #4
Informational Item
Regular Meeting
TO: Committee Members
FROM: Chief Financial Officer
SUBJECT: Review the Community Facilities District (CFD) Petition and Resolutions
2022.14, 2022.15, and 2022.16 to Facilitate Establishment of CFD No. 2022-1 (Palm &
Highland)
RECOMMENDATION
This agenda item is for informational purposes only, no action required.
BACKGROUND / ANALYSIS
In June of 2022, the owners of the Palm & Highland project, on the Northwest corner of
the intersection of these two streets, deposited $70,000 with the District stating their
intent to file a Petition with the Board to request the District’s help in forming a
Community Facilities District (CFD).
Staff deposited the $70,000 and began working with the owner and consultant team on
the Resolutions and Agreements necessary to acknowledge the deposit and to
acknowledge the District’s willingness to facilitate the formation of a CFD for the Palm &
Highland project.
The property owner’s petition, and three related Resolutions are attached. Summaries
of the Resolutions are as follows:
Resolution 2022.14 – A Resolution of EVWD approving execution of a Reimbursement
Agreement Related to the Palm & Highland CFD:
1. Reimbursement Agreement – Specifies a $70,000 deposit the Owner must give
to the District to pay for costs associated with establishment of a CFD, which
deposit has been provided to the District, and how the Owner may be
reimbursed for those and other CFD costs if and when CFD Bonds are issued.
Resolution 2022.15 – A Resolution of EVWD declaring the District’s intention to establish
CFD 2022-1 (Palm & Highland), and to authorize a special tax levy to pay for Facilities,
Incidental Expenses, and Principal and Interest on Bonds. This Resolution establishes:
•the name of the CFD;
•the types of facilities that can be built;
•special tax rates and the method for allocating taxes to properties within the
Agenda Item #4 August 9, 20222
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Meeting Date: August 9, 2022
Agenda Item #4
Informational Item
CFD;
•the time and place for a public hearing and noticing requirements for the public
hearing, which is required before the CFD can be formally established, and which
is anticipated to be scheduled for November 9, 2022; and
•a financing team for issuing CFD debt.
Resolution 2022.16 – A Resolution of EVWD to incur Bonded Indebtedness within CFD
No. 2022-1 (Palm & Highland). This Resolution establishes the not to exceed amount
for a CFD bond issue at $4.0 million and establishes the purpose for which bonds may
be issued, and the term for which they may be issued.
These Resolutions declare the Board’s intention to take certain actions to facilitate the
CFD, but do not commit any financial resources to the CFD – the Palm & Highland CFD
is intended, both now and in the future, to be cost neutral to the District. Ongoing
administration, including staff time and work performed by a Special Tax Consultant,
will be paid for out of annual tax levies on the properties within the CFD.
Staff anticipates that the next request for Board action will be at a Public Hearing during
the November 9, 2022, Regular Board Meeting to consider adoption of a Resolution of
Formation for CFD 2022-1.
AGENCY GOALS AND OBJECTIVES
IV - Promote Planning, Maintenance and Preservation of District Resources
B. Enhance Planning Efforts that Respond to Future Demands
REVIEW BY OTHERS
This agenda item has been reviewed by the Finance Department and Bond Counsel.
FISCAL IMPACT
There is no fiscal impact associated with this agenda item.
Agenda Item #4 August 9, 20223
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8
9
Meeting Date: August 9, 2022
Agenda Item #4
Informational Item
Respectfully submitted:
________________
Brian Tompkins
Chief Financial Officer
ATTACHMENTS
1. Owner's Petition
2. Resolution 2022.14
a. Reimbursement Agreement
3. Resolution 2022.15
4. Resolution 2022.16
PETITION TO THE BOARD OF THE EAST VALLEY WATER DISTRICT REQUESTING
INSTITUTION OF PROCEEDINGS FOR ESTABLISHMENT OF A COMMUNITY FACILITIES
DISTRICT (COMMUNITY FACILITIES DISTRICT NO. 2022-1 OF THE EAST VALLEY WATER
DISTRICT (PALM & HIGHLAND)
1.The undersigned (the “Applicant”) owns at least 10% the land depicted in Exhibit A
hereto and described in Exhibit B hereto (the “Property”), which land is expected to be all of
the land included within the boundaries of a community facilities district hereby proposed to
be established. The Property is located within the boundaries of the East Valley Water
District.
2.The Applicant requests that the Board of Directors (the “Board”) of East Valley Water
District (“EVWD”) institute proceedings to establish a community facilities district to be
known as “Community Facilities District No. 2022-1 of the East Valley Water District (Palm
& Highland) (the “District”) pursuant to Chapter 2.5 (commencing with Section 53311), Part
1, Division 2, Title 5, of the Government Code of the State of California, commonly known as
the “Mello-Roos Community Facilities Act of 1982”, to include all of the Property.
3.The boundaries of the territory which is proposed for inclusion in the District are
those depicted in Exhibit A hereto and described in Exhibit B hereto.
4.The Applicant requests that the proposed District be used to finance i) water and
sewer connection fees and ii) construction, purchase, modification, expansion and/or
improvement of certain infrastructure needed for new development, such as sewer, water, and
appurtenances and appurtenant work that are used by EVWD to construct infrastructure (the
“Facilities”), and to finance the incidental expenses to be incurred therein, including:
(a)The cost of engineering, planning and designing Facilities and appurtenances;
(b)All costs, including costs of the Applicant associated with the creation of the
District, the issuance of the bonds, the determination of the amount of special taxes to be
levied and costs otherwise incurred in order to carry out the authorized purposes of the
District; and
(c)Any other expenses incidental to the construction, acquisition, modification,
rehabilitation, completion and inspection of the Facilities.
5.The Applicant further requests that the Board authorize the levy of special taxes in the
District to pay the costs of the Facilities and the incidental costs described in paragraph 4
above and to pay principal of, interest and premium, if any, on the bonds in order to
contribute to the financing of the Facilities and costs described in paragraph 4 above.
6.The Applicant further requests that, upon the sale of bonds, the Board, as legislative
body of the District, annually levy special taxes on the property within the District for the
construction, acquisition and rehabilitation of the Facilities, for the payment of the aggregate
amount of principal of and interest owing on the bonds in each fiscal year, including the
maintenance of reserves therefor, and for the payment of administrative expenses of the
District.
7.The Applicant further agrees to advance to EVWD the amounts necessary to pay for
the costs related to the formation of the District pursuant to the terms of that certain
Reimbursement Agreement by and between EVWD and the Applicant relating to the District
dated as of August 24, 2022, which amounts will be reimbursed, without interest, from the
proceeds of the sale of the bonds, if any, and the special taxes collected by the District. If
bonds are not sold, or special taxes are not collected, EVWD will have no obligation to
1
4868-1699-8950v3/022497-0018
EXHIBIT A
See the attached boundary map.
A- 1
4868-1699-8950v3/022497-0018
V I C I N I T Y M A P
PROPOSED BOUNDARIES OF
COMMUNITY FACILITIES DISTRICT NO. 2022-1
(PALM & HIGHLAND) OF THE
EAST VALLEY WATER DISTRICT
FILED IN THE OFFICE OF THE CLERK OF THE BOARD OF DIRECTORS OF THE
EAST VALLEY WATER DISTRICT THIS __________ DAY OF
_________________ 2022.
_______________________________________
CLERK OF THE BOARD OF DIRECTORS
EAST VALLEY WATER DISTRICT
I HEREBY CERTIFY THAT THE WITHIN MAP SHOWING PROPOSED
BOUNDARIES OF COMMUNITY FACILITIES DISTRICT 2022-1 (PALM &
HIGHLAND) OF THE EAST VALLEY WATER DISTRICT, CITY OF SAN
BERNARDINO, SAN BERNARDINO COUNTY, STATE OF CALIFORNIA, WAS
APPROVED BY THE BOARD OF DIRECTORS OF THE EAST VALLEY WATER
DISTRICT AT A REGULAR MEETING THEREOF, HELD ON THE _________ DAY
OF ___________, 2022 , BY ITS RESOLUTION NO. ______________
_______________________________________
CLERK OF THE BOARD OF DIRECTORS
EAST VALLEY WATER DISTRICT
THIS MAP HAS BEEN FILED UNDER THE DOC. NO. ____________________,
THIS ________ DAY OF _______________ 2022, AT ___________ M, IN BOOK
____ OF _____________________________________ AT PAGE ____ , AT THE
REQUEST OF _____________________________________________ IN THE
AMOUNT OF $ ______________ .
BOB DUTTON
ASSESSOR-RECORDER
COUNTY OF SAN BERNARDINO
BY:_________________________________________
DEPUTY RECORDER
THE LINES AND DIMENSIONS OF EACH LOT OR PARCEL SHOWN ON THIS
DIAGRAM SHALL BE THOSE LINES AND DIMENSIONS AS SHOWN ON THE SAN
BERNARDINO COUNTY ASSESSOR'S MAPS FOR THOSE PARCELS LISTED.
THE SAN BERNARDINO COUNTY ASSESSORS MAPS SHALL GOVERN FOR ALL
THE DETAILS CONCERNING THE LINES AND DIMENSIONS OF SUCH LOTS OF
PARCELS.
CITY OF SAN BERNARDINO
COUNTY OF SAN BERNARDINO
STATE OF CALIFORNIA
SHEET 1 of 1
DATE PREPARED: JULY 2022
334 Via Vera Cruz
Suite 256
San Marcos, California 92078
Phone (760) 510-0290 Fax (760) 510-0288
N
N.T.S.
1 MAP REF. NO.
LEGEND
PROPOSED
BOUNDARY
CITY OF SAN
BERNARDINO
MAP REF. NO.ASSESSOR'S PARCEL NO.
1 0285-211-05-0000
2 0285-211-21-0000
3 0285-211-22-0000
4 0285-211-23-0000
5 0285-211-25-0000
210
CITY OF
HIGHLAND
B-1 4868-1699-8950v3/022497-0018
EXHIBIT B
County of San Bernardino Assessor’s Parcel Number 0285-211-05
County of San Bernardino Assessor’s Parcel Number 0285-211-21
County of San Bernardino Assessor’s Parcel Number 0285-211-22
County of San Bernardino Assessor’s Parcel Number 0285-211-23
County of San Bernardino Assessor’s Parcel Number 0285-211-25
East Valley Water District
Resolution 2022.14
Page 1 of 2
RESOLUTION NO. 2022.14
A RESOLUTION OF THE BOARD OF DIRECTORS OF
THE EAST VALLEY WATER DISTRICT
APPROVING THE EXECUTION AND DELIVERY OF A REIMBURSEMENT
AGREEMENT RELATED TO THE PALM & HIGHLAND COMMUNITY FACILITIES
DISTRICT FORMATION PROCEEDINGS
WHEREAS, the East Valley Water District (the “District”), a county water district that is duly
organized and existing under and by virtue of the laws of the State of California (the “State”), has
received a request from Warmington Residential California, Inc., a California corporation
(“Warmington Residential”), to establish a community facilities district to aid in the development of
the Palm & Highland property; and
WHEREAS, pursuant to the District’s Goals and Policies for Community Facilities Districts,
which were adopted on January 8, 2020, petitioners must post a deposit of $70,000 in order for the
District to consider the establishment of a community facilities district; and
WHEREAS, Warmington Residential has delivered a check to the District in the amount of
$70,000 (the “Deposit”) in furtherance of Warmington Residential’s request that the District establish
a community facilities district; and
WHEREAS, the District desires to enter into a Reimbursement Agreement re Formation of
Proposed Community Facilities District No. 2022-1 (Palm & Highland) of the East Valley Water
District (the “Agreement”) with Warmington Residential to govern the District’s application of the
Deposit; and
WHEREAS, there has been presented to the Board a copy of the Agreement;
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the District as
follows:
Section 1. Findings. The Board hereby specifically finds and declares that each of the
statements, findings and determinations of the District set forth in the above recitals and in the
preambles of the documents approved herein are true and correct.
Section 2. Agreement. The Agreement in substantially the form attached hereto is hereby
approved. The President or Vice President of the Board or the General Manager of the District or the
designee thereof are authorized and directed to execute and deliver the Agreement with such changes,
insertions and omissions as may be recommended by General Counsel or Stradling Yocca Carlson &
Rauth, the District’s Bond Counsel, and approved by the person executing the same, said execution
being conclusive evidence of such approval.
Section 3. Other Actions. The President or Vice President of the Board or the General Manager
or Chief Financial Officer of the District or the designee thereof and any other proper officers of the
District, acting singly, are hereby authorized and directed to do any and all things and to execute and
deliver any and all documents and certificates which such officers may deem necessary or advisable
in order to effectuate the purposes of this Resolution (including without limitation, the execution of
East Valley Water District
Resolution 2022.14
Page 2 of 2
any amendments to or restatements of the Agreement in the future), and such actions previously taken
by such officers are hereby ratified and confirmed.
Section 4. Effect. This Resolution shall take effect immediately.
ADOPTED this 14th day of September 2022.
Ayes: Directors:
Noes:
Abstain:
Absent:
___________________________________
Phillip R. Goodrich
Board President
ATTEST:
Brian W. Tompkins
Interim Board Secretary, Board of Directors
September 14, 2022
I HEREBY CERTIFY that the foregoing is a full, true and correct copy of Resolution 2022.14
adopted by the Board of Directors of East Valley Water District at its Regular Board Meeting held
September 14, 2022.
Brian W. Tompkins
Interim Board Secretary, Board of Directors
1
REIMBURSEMENT AGREEMENT
RE FORMATION OF PROPOSED
COMMUNITY FACILITIES DISTRICT NO. 2022-1 (PALM & HIGHLAND)
OF EAST VALLEY WATER DISTRICT
THIS REIMBURSEMENT AGREEMENT RE FORMATION OF PROPOSED
COMMUNITY FACILITIES DISTRICT NO. 2022-1 (PALM & HIGHLAND) OF EAST VALLEY
WATER DISTRICT (this “Agreement”) dated as of September 14, 2022 is entered into by and
between East Valley Water District, a county water district that is organized and existing under the
laws and constitution of the State of California (the “District”), and WARMINGTON RESIDENTIAL
CALIFORNIA, INC., a California corporation (the “Owner”).
RECITALS
A. The Owner is developing the Palm & Highland project within the District and has
requested that the District establish a community facilities district (the “CFD”) encompassing the Palm
& Highland project pursuant to the Mello-Roos Community Facilities Act of 1982 (Government Code
Section 53311 et seq.) (the “Act”).
B. The District and the Owner are desirous of entering into this Agreement in order to
provide a mechanism by which the Owner may advance certain costs related to the costs of formation
of the CFD, and to provide that the District will reimburse the Owner for the amounts advanced
hereunder if and when the CFD is formed and bonds of the CFD (the “Bonds”) are issued.
AGREEMENT
1. Recitals. Each of the above recitals is incorporated herein and is true and correct.
2. Formation of CFD.
(a) In order to begin the process of analyzing the formation of the CFD by the
District, the Owner has advanced to the District a sum totaling $70,000 to pay the District’s costs
incurred related to the formation of the CFD. The Owner shall have the right to notify the District at
any time, in writing, of its intention to abandon the formation of the CFD. Upon receipt of such notice,
the District shall instruct its consultants to cease work as soon as practicable. The Owner shall be
responsible to pay all costs and expenses incurred by the District or any District consultant or advisor
prior to the date on which the District’s consultants are notified of the Owner’s notice of abandonment.
(b) The District will provide to the Owner on request a summary of how the
advances have been spent and the unexpended balance remaining. The amounts advanced by the
Owner will be reimbursable to the Owner, without interest, from the proceeds of Bonds issued by the
District when and if the Bonds are issued. In the event that Bonds are not issued to provide a source
of reimbursement to the Owner, the District shall have no liability to the Owner to reimburse the Owner
for any amounts which were previously advanced by the Owner and expended by the District in
accordance with this Agreement.
(c) In the event that the parties are continuing to work toward the formation of the
CFD and the amount on deposit with the District falls below $5,000, the District shall request, and the
Owner shall advance to the District within ten (10) business days of such request, an amount equal to
2
the District’s reasonable estimate of the remaining CFD formation costs that it will incur less the
amount then on deposit with the District.
3. Reimbursement Procedure. If the CFD is formed, and following the sale of Bonds, the
District shall reimburse the Owner the money advanced by the Owner to the District pursuant to
Section 2 above within 30 days of receiving Bond proceeds. If the CFD is not formed, the District
shall return any funds that have been advanced by the Owner and which are not expended for the
purposes set forth in Section 2 above upon the completion or abandonment of the CFD formation.
Such returned funds shall be without interest.
4. Notices. Any notice to be provided pursuant to this Agreement shall be delivered to
the following addresses:
Owner: Warmington Residential California, Inc.
3090 Pullman Street
Costa Mesa, CA 92626
Attention: Mike Ouji
District: East Valley Water District
31111 Greenspot Road
Highland, CA 92346
Attention: General Manager
With a copy to: Stradling Yocca Carlson & Rauth
660 Newport Center Drive, Suite 1600
Newport Beach, CA 92660
Attention: Cyrus Torabi, Esq.
Each party may change its address for delivery of notice by delivering written notice of such
change of address to the other party.
5. Assignment. The Owner may not assign its interest in this Agreement to another party
(the “New Owner”) without the prior written consent of the District, which shall not be unreasonably
withheld or conditioned. In the event that the Owner has not been reimbursed under the terms of this
Agreement prior to an assignment of this Agreement to a New Owner, if and when Bonds are sold, the
District shall reimburse money advanced by the Owner to the Owner and shall reimburse money
advanced by the New Owner, if any, to the New Owner.
6. Severability. 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 permitted by law.
7. Entire Agreement. This Agreement contains the entire agreement between the parties
with respect to the matters provided for herein.
8. Amendments. This Agreement may be amended or modified only by written
instrument signed by all parties.
9. Counterparts. This Agreement may be executed in counterparts, each of which shall
be deemed an original.
3
10. Governing Law. This Agreement and any dispute arising hereunder shall be governed
by and interpreted in accordance with the laws of the State of California.
11. No Third Party Beneficiaries. No person or entity shall be deemed to be a third party
beneficiary hereof, and nothing in this Agreement (either express or implied) is intended to confer
upon any person or entity, other than the District and the Owner, any rights, remedies, obligations or
liabilities under or by reason of this Agreement.
12. Singular and Plural; Gender. As used herein, the singular of any word includes the
plural, and terms in the masculine gender shall include the feminine.
[Signature Page Follows]
S-1
IN WITNESS WHEREOF, the parties have executed this Agreement on the day and
year first above written.
EAST VALLEY WATER DISTRICT
By:
General Manager
Date:
WARMINGTON RESIDENTIAL
CALIFORNIA, INC., a California corporation
By:
Name:
Title:
By:
Name:
Title:
East Valley Water District
Resolution 2022.15
Page 1 of 9
RESOLUTION NO. 2022.15
A RESOLUTION OF THE BOARD OF DIRECTORS OF
THE EAST VALLEY WATER DISTRICT
DECLARING ITS INTENTION TO ESTABLISH COMMUNITY FACILITIES DISTRICT
NO. 2022-1 (PALM & HIGHLAND) OF EAST VALLEY WATER DISTRICT, TO
AUTHORIZE THE LEVY OF A SPECIAL TAX TO PAY THE COST OF ACQUIRING OR
CONSTRUCTING CERTAIN PUBLIC FACILITIES AND PAYING FOR CERTAIN
INCIDENTAL EXPENSES AND TO PAY DEBT SERVICE ON BONDED INDEBTEDNESS
WHEREAS, the East Valley Water District (the “District”), a county water district that is duly
organized and existing under and by virtue of the laws of the State of California (the “State”), has
received and hereby accepts a petition from Warmington Residential California, Inc., a California
corporation, an owner of properties within the territory that is described in Exhibit A (the “Property”),
to establish Community Facilities District No. 2022-1 (Palm & Highland) of East Valley Water District
(the “Community Facilities District”) in order to finance: (1) the purchase, construction, expansion,
improvement or rehabilitation of the public facilities described in Exhibit B (which attachment is
incorporated herein by this reference), including all furnishings, equipment and supplies related thereto
(collectively, the “Facilities”), which Facilities have a useful life of five years or longer; and (2) the
incidental expenses to be incurred in connection with financing the Facilities, forming the Community
Facilities District and administering the Community Facilities District (the “Incidental Expenses”);
WHEREAS, the Board of Directors of the District (the “Board”), acting as the legislative body
of the Community Facilities District, further intends to approve an estimate of the costs of the Facilities
and the Incidental Expenses for the Community Facilities District; and
WHEREAS, it is the intention of the Board to consider financing the Facilities and the
Incidental Expenses through the formation of the Community Facilities District and the sale of bonds
in an amount not to exceed $_____ for the Community Facilities District (the “Obligations”), and the
levy of a special tax in the Community Facilities District to pay directly for the Facilities and to pay
debt service on the Obligations, provided that the bond sale and special tax levy are approved at an
election to be held for the Community Facilities District;
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the District as
follows:
Section 1. Findings. The Board hereby specifically finds and declares that each of the
statements, findings and determinations of the District set forth in the above recitals and in the
preambles of the documents approved herein are true and correct.
Section 2. Intention. The Board declares its intention to conduct proceedings pursuant to the
Mello-Roos Community Facilities Act of 1982 (California Government Code Section 53111 et seq.,
the “Act”) for the establishment of the Community Facilities District with boundaries coterminous with
the Property. It is further proposed that the boundaries of the Community Facilities District shall be
the legal boundaries as described in Exhibit A, which boundaries shall, upon recordation of the
boundary map for the Community Facilities District, include the entirety of any parcel subject to
taxation by Community Facilities District, except where indicated on the boundary map, and as
depicted on the boundary map of the Community Facilities District which is on file with the Secretary
of the District. The Secretary of the District is hereby directed to sign the original boundary map of
East Valley Water District
Resolution 2022.15
Page 2 of 5
the Community Facilities District and record it with all proper endorsements thereon with the County
Recorder of the County of San Bernardino within 15 days after the adoption of this resolution, all as
required by Section 3111 of the Streets and Highways Code of the State of California.
Section 3. Name of the Community Facilities District. The name of the proposed Community
Facilities District is “Community Facilities District No. 2022-1 (Palm & Highland) of East Valley
Water District.”
Section 4. Types of Facilities to be Financed by the Community Facilities District. The
Facilities that are described in Exhibit B and proposed to be provided within the Community Facilities
District are public facilities as defined in the Act. The Board hereby finds and determines that the
description of the Facilities and Incidental Expenses herein is sufficiently informative to allow
taxpayers within the Community Facilities District to understand what the funds of the Community
Facilities District may be used to finance, the Facilities to be constructed or acquired and the Incidental
Expenses expected to be incurred, including the cost of planning and designing the Facilities, the costs
of forming the Community Facilities District, issuing bonds, levying and collecting a special tax within
the Community Facilities District and the annual administration costs of the Community Facilities
District. The Board hereby finds that the proposed Facilities are necessary to meet increased demands
placed upon the District as a result of development occurring in the Community Facilities District. The
Facilities may be acquired from one or more of the property owners as completed public facilities or
may be constructed by or on behalf of the District and paid for with bond proceeds and the proceeds
of special taxes collected by the Community Facilities District.
Section 5. Special Taxes. Except where funds are otherwise available, it is the intention of the
Board to levy annually in accordance with the procedures contained in the Act a special tax within the
Community Facilities District secured by recordation of a continuing lien against all non-exempt real
property in the Community Facilities District in an amount that is sufficient to pay for the Facilities
and Incidental Expenses and the principal and interest and other periodic costs on bonds or other
indebtedness issued to finance the Facilities and Incidental Expenses, including the establishment and
replenishment of any reserve funds deemed necessary by the District, and any remarketing, credit
enhancement and liquidity facility fees (including such fees for instruments which serve as the basis
of a reserve fund in lieu of cash) attributable to the Community Facilities District. The rate and method
of apportionment of special taxes (the “Rate and Method”) and manner of collection of the special tax
for the Community Facilities District is described in detail in Exhibit C, which attachment is
incorporated herein by this reference. Exhibit C allows each landowner within the Community
Facilities District to estimate the maximum amount that may be levied against each parcel.
If special taxes of the Community Facilities District are levied against any parcel used for
private residential purposes: (i) the maximum special tax rate shall not be increased except to the extent
permitted in the Rate and Method; (ii) such special tax shall not be levied later than the fiscal year
specified in the Rate and Method; and (iii) under no circumstances shall such special tax in the
Community Facilities District be increased as a consequence of delinquency or default by the owner
of any other parcel or parcels within the Community Facilities District by more than ten percent (10%)
above the amount that would have been levied in that fiscal year had there never been any such
delinquencies or defaults.
The Board hereby determines the Rate and Method for the Community Facilities District set
forth in Exhibit C to be reasonable. The special tax is apportioned to each parcel on the foregoing
basis pursuant to Section 53325.3 of the Act; and such special tax is not on or based upon the value or
East Valley Water District
Resolution 2022.15
Page 3 of 5
ownership of real property. In the event that a portion of the property within the Community Facilities
District shall become for any reason exempt, wholly or partially, from the levy of the special tax
specified in the Rate and Method, the Board shall, on behalf of the Community Facilities District, cause
the levy to be increased, subject to the limitation of the maximum special tax for a parcel as set forth
in the Rate and Method, to the extent necessary upon the remaining property within the Community
Facilities District which is not exempt in order to yield the special tax revenues required for the
purposes described in this Section. The obligation to pay special taxes may be prepaid as provided in
the Rate and Method set forth in Exhibit C, as such Rate and Method may be amended hereafter.
Section 6. Public Hearing. A public hearing (the “Hearing”) on the establishment of the
Community Facilities District, the proposed Rate and Method and the proposed issuance of bonds for
the Community Facilities District to finance the Facilities and the Incidental Expenses shall be held at
5:30 p.m., or as soon thereafter as practicable, on November 9, 2022, at the District, 31111 Greenspot
Road, Highland, California 92346. If the Board determines to form the Community Facilities District,
special elections will be held to authorize the issuance of the bonds for the Community Facilities
District and the levy of the special tax in accordance with the procedures contained in Government
Code Section 53326. If such elections are held, the proposed voting procedure at the elections will be
a landowner vote with each landowner who is the owner of record of land within the Community
Facilities District at the close of the Hearing, or the authorized representative thereof, having one vote
for each acre or portion thereof owned within the Community Facilities District. Ballots for the special
elections may be distributed by mail or by personal service.
At the time and place set forth above for the Hearing, the Board will receive testimony as to
whether the Community Facilities District shall be established and whether special taxes shall be levied
in accordance with the proposed Rate and Method, and whether Obligations shall be issued to finance
Facilities and Incidental Expenses of the Community Facilities District.
At the time and place set forth above for the Hearing, any interested person, including all
persons owning lands or registered to vote within the Community Facilities District, may appear and
be heard.
Section 7. Notice. The Secretary of the District is hereby authorized and directed to publish a
notice (the “Notice”) of the Hearing pursuant to Section 6061 of the Government Code in a newspaper
of general circulation published in the area of the Community Facilities District. The Secretary of the
District is further authorized and directed to mail a copy of the Notice to each of the landowners within
the boundaries of the Community Facilities District at least 15 days prior to the Hearing. The Notice
shall contain the text or a summary of this Resolution, the time and place of the Hearing, a statement
that the testimony of all interested persons or taxpayers will be heard, a description of the protest rights
of the registered voters and landowners in the Community Facilities District and a description of the
proposed voting procedure for the elections required by the Act. Such publication shall be completed
at least seven (7) days prior to the date of the Hearing.
Section 8. Reports re Facilities. Each District officer who is or will be responsible for
providing the Facilities, if the Community Facilities District is established, is hereby directed to study
the Community Facilities District and, at or before the time of the Hearing, file a report with the Board
containing a brief description of the public facilities by type which will in his or her opinion be required
to meet adequately the needs of the Community Facilities District and an estimate of the cost of
providing those public facilities.
East Valley Water District
Resolution 2022.15
Page 4 of 5
Section 9. Advance of Funds. The District may accept advances of funds or work-in-kind from
any source, including, but not limited to, private persons or private entities, for any authorized purpose,
including, but not limited to, paying any cost incurred by the District in creating the Community
Facilities District. The District may enter into an agreement with the person or entity advancing the
funds or work-in-kind, to repay all or a portion of the funds advanced, or to reimburse the person or
entity for the value, or cost, whichever is less, of the work-in-kind, as determined by the District, with
or without interest.
Section 10. Maximum Bonded Indebtedness. The reasonably expected maximum principal
amount of the Obligations is $_____.
Section 11. Appointment of Financing Team. Koppel & Gruber Public Finance is hereby
appointed to act as special tax consultant with respect to the formation of the Community Facilities
District, the issuance of bonds thereby and the preparation of the Community Facilities District report
required by Section 53321.5 of the Act. Stradling Yocca Carlson & Rauth, a Professional Corporation,
is hereby appointed to act as bond counsel and special counsel with respect to the formation of the
Community Facilities District and the bond issuances thereby.
Section 12. Reservation of Rights. Except to the extent limited in any bond resolution or trust
indenture related to the issuance of bonds, the Board hereby reserves to itself all rights and powers set
forth in Section 53344.1 of the Act (relating to tenders in full or partial payment).
Section 13. Other Actions. The President or Vice President of the Board or the General
Manager or Chief Financial Officer of the District or the designee thereof and any other proper officers
of the District, acting singly, are hereby authorized and directed to do any and all things and to execute
and deliver any and all documents and certificates which such officers may deem necessary or
advisable in order to effectuate the purposes of this Resolution, and such actions previously taken by
such officers are hereby ratified and confirmed.
Section 14. Effect. This Resolution shall take effect immediately.
ADOPTED this 14th day of September 2022.
Ayes: Directors:
Noes:
Abstain:
Absent:
___________________________________
Phillip R. Goodrich
Board President
East Valley Water District
Resolution 2022.15
Page 5 of 5
ATTEST:
Brian W. Tompkins
Interim Board Secretary, Board of Directors
September 14, 2022
I HEREBY CERTIFY that the foregoing is a full, true and correct copy of Resolution 2022.15
adopted by the Board of Directors of East Valley Water District at its Regular Board Meeting held
September 14, 2022.
Brian W. Tompkins
Interim Board Secretary, Board of Directors
A-1
EXHIBIT A
DESCRIPTION OF THE PROPOSED COMMUNITY FACILITIES DISTRICT
A-2
B-1
EXHIBIT B
DESCRIPTION OF PUBLIC FACILITIES
The proposed types of facilities and expense to be financed by the Community Facilities
District include:
[TO BE CONFIRMED] The construction, purchase, modification, expansion, rehabilitation
and/or improvement of water and sewer facilities of the East Valley Water District as well as the
acquisition of capacity in the sewer system and/or water system of the East Valley Water District, and
all appurtenances and appurtenant work in connection with the foregoing water and sewer facilities,
including, without limitation, the cost of engineering, planning, designing, materials testing,
coordination, construction staking, construction management and supervision for such water and sewer
facilities, and any other expenses incidental to the construction, acquisition, modification,
rehabilitation, completion, inspection and financing of such facilities.
C-2
EXHIBIT C-1
RATE AND METHOD OF APPORTIONMENT FOR
COMMUNITY FACILITIES DISTRICT NO. 2022-1 (PALM & HIGHLAND)
OF EAST VALLEY WATER DISTRICT
East Valley Water District
Resolution 2022.16
Page 1 of 3
RESOLUTION NO. 2022.16
A RESOLUTION OF THE BOARD OF DIRECTORS OF
THE EAST VALLEY WATER DISTRICT
TO INCUR BONDED INDEBTEDNESS WITHIN COMMUNITY FACILITIES DISTRICT
NO. 2022-1 (PALM & HIGHLAND) OF EAST VALLEY WATER DISTRICT
WHEREAS, the East Valley Water District (the “District”), a county water district that is duly
organized and existing under and by virtue of the laws of the State of California (the “State”), has
received a request from Warmington Residential California, Inc., a California corporation
(“Warmington Residential”) to establish a community facilities district to aid in the development of
the Palm & Highland property (Tract No. 20495); and
WHEREAS, upon receipt of the request from Warmington Residential as provided in Section
53339.2 of the Mello-Roos Community Facilities Act of 1982 (California Government Code Section
53111 et seq., the “Act”), the Board of Directors of the District (the “Board”) instituted proceedings to
establish Community Facilities District No. 2022-1 (Palm & Highland) of East Valley Water District
(the “Community Facilities District”) with boundaries coterminous with the property described in
Exhibit A to Resolution No. 2022.15 (the “Resolution of Intention”) adopted on the date of this
Resolution (the “Property”). The Resolution of Intention stated the Board’s intention to establish the
Community Facilities District and to finance: (1) the purchase, construction, expansion, improvement
or rehabilitation of the public facilities described in Exhibit B to the Resolution of Intention, including
all furnishings, equipment and supplies related thereto (collectively, the “Facilities”); and (2) the
incidental expenses to be incurred in connection with financing the Facilities, forming the Community
Facilities District and administering the Community Facilities District (the “Incidental Expenses”); and
WHEREAS, in order to finance the Facilities and Incidental Expenses, the Board intends to
authorize the issuance of bonds in an amount not to exceed $_____ for the Community Facilities
District, the repayment of which is to be secured by special taxes levied in accordance with Section
53328 of the Act on all property in the Community Facilities District, other than those properties
exempted from taxation in the rate and method of apportionment set forth in Exhibit C to the Resolution
of Intention;
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the District as
follows:
Section 1. Findings. The Board hereby specifically finds and declares that each of the
statements, findings and determinations of the District set forth in the above recitals and in the
preambles of the documents approved herein are true and correct.
Section 2. Necessity to Incur Indebtedness. It is necessary to incur bonded indebtedness within
the boundaries of the Community Facilities District in an amount not to exceed $_____ for the
Community Facilities District, in order to finance certain of the costs of the Facilities and Incidental
Expenses, as permitted by the Act.
Section 3. Purpose of Indebtedness. The indebtedness will be incurred for the purpose of
financing the costs of the Facilities and the Incidental Expenses, including, but not limited to, the
funding of reserve funds for the bonds, the financing of costs associated with the issuance of the bonds
East Valley Water District
Resolution 2022.16
Page 2 of 3
and all other costs and expenses necessary to finance the Facilities which are permitted to be financed
pursuant to the Act.
Section 4. Bonds. It is the intention of the Board to authorize the sale of bonds for the
Community Facilities District in one or more series, which bonds may be issued to fund Facilities costs
and Incidental Expenses in the maximum amount set forth in Section 2, and which bonds may bear
interest at a rate not in excess of the maximum rate permitted by law at the time that the bonds are
issued. The term of the bonds of each series shall be determined pursuant to a resolution of the Board
authorizing the issuance of the bonds of such series, but such term shall in no event exceed 31 years
from the September 1 next following the date of issuance of the bonds of such series, or such longer
term as is then permitted by law.
Section 5. Public Hearing. A combined public hearing (the “Hearing”) on the establishment
of the Community Facilities District, the proposed rate and method of apportionment of special taxes
for the Community Facilities District and the proposed issuance of bonds for the Community Facilities
District to finance the Facilities and the Incidental Expenses shall be held at 5:30 p.m., or as soon
thereafter as practicable, on November 9, 2022, at the District, 31111 Greenspot Road, Highland,
California 92346. At the time and place set forth in this Resolution for the Hearing, any interested
persons, including all persons owning land or registered to vote within the proposed Community
Facilities District, may appear and be heard.
Section 6. Notice. The Secretary of the District is hereby authorized and directed to publish a
notice (the “Notice”) of the Hearing pursuant to Section 6061 of the Government Code in a newspaper
of general circulation published in the area of the Community Facilities District. The Secretary of the
District is further authorized and directed to mail a copy of the Notice to each of the landowners within
the boundaries of the Community Facilities District at least 15 days prior to the Hearing. The Notice
shall contain the text or a summary of this Resolution, the time and place of the Hearing, a statement
that the testimony of all interested persons or taxpayers will be heard, a description of the protest rights
of the registered voters and landowners in the Community Facilities District and a description of the
proposed voting procedure for the elections required by the Act. Such publication shall be completed
at least seven (7) days prior to the date of the Hearing.
Section 7. Other Actions. The President or Vice President of the Board or the General Manager
or Chief Financial Officer of the District or the designee thereof and any other proper officers of the
District, acting singly, are hereby authorized and directed to do any and all things and to execute and
deliver any and all documents and certificates which such officers may deem necessary or advisable
in order to effectuate the purposes of this Resolution, and such actions previously taken by such officers
are hereby ratified and confirmed.
Section 8. Effect. This Resolution shall take effect immediately.
East Valley Water District
Resolution 2022.16
Page 3 of 3
ADOPTED this 14th day of September 2022.
Ayes: Directors:
Noes:
Abstain:
Absent:
___________________________________
Phillip R. Goodrich
Board President
ATTEST:
Brian W. Tompkins
Interim Board Secretary, Board of Directors
September 14, 2022
I HEREBY CERTIFY that the foregoing is a full, true and correct copy of Resolution 2022.16
adopted by the Board of Directors of East Valley Water District at its Regular Board Meeting held
September 14, 2022.
Brian W. Tompkins
Interim Board Secretary, Board of Directors