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RPVCCA_CC_SR_2011_08_16_04_Ord_524_Voluntary_Alternative_Redevelopment_ProgramCITY OF MEMORANDUM RANCHO PALOS VERDES Staff Coordinator: TO: FROM: DATE: SUBJECT: REVIEWED: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCI~ DENNIS McLEAN,DIRECTOR OF FINANCE &INFORMATION ~ TECHNOLOGY;AND CAROL LYNCH,CITY ATTORNEY AUGUST 16,2011 VOLUNTARY ALTERNATIVE REDEVELOPMENT PROGRAM CAROLYN LEHR,CITY MANAGER oS2- Kathryn Downs,Deputy Director of Finance &Information Technology l(1J RECOMMENDATION 1.ADOPT ORDINANCE NO.524,AN ORDINANCE OF THE CITY OF RANCHO PALOS VERDES,TO COMPLY WITH PART 1.9 OF DIVISION 24 OF THE CALIFORNIA HEALTH AND SAFETY CODE AND TAKING CERTAIN ACTIONS IN CONNECTION THEREWITH;and 2.Direct Staff to prepare a budget resolution to substitute tax increment for General Fund funding of an existing project appropriation (e.g.drainage repairs in the project area),thereby freeing up the General Fund to make the FY11-12 $91,320 VARP payment (Option 1);or 3.Direct Staff to propose an additional project within the redevelopment area related to accomplishing the redevelopment agency project goals (e.g.drainage,de- watering well,etc.)to be funded with a proposed FY1 0-11 continuing appropriation, and prepare a budget resolution accordingly (Option 2). BACKGROUND &DISCUSSION On August 2,2011 Staff presented a summary of new redevelopment law that requires dissolution of California redevelopment agencies as of October 1,2011 (see attached August 2,2011 Staff Report).The new law also provides for a Voluntary Alternative Redevelopment Program (V ARP),whereby a city can continue to operate a redevelopment agency by agreeing to make specified annual payments to the County Auditor-Controller. 4-1 VOLUNTARY ALTERNATIVE REDEVELOPMENT PROGRAM August 16,2011 Page 2 of4 After receiving the report on August 2nd ,the City Council determined that the benefits of participating in the VARP currently outweigh the costs of making the annual payments,and introduced Ordinance No.524 to comply with the exception law (Part 1.9 of state redevelopment law)to continue operating the Rancho Palos Verdes Redevelopment Agency (Agency). To finalize the City's commitment to participate in the VARP,the City Council must adopt Ordinance No.524 by August 28th to avoid a requirement to begin compliance with the provisions of the dissolution law (Parts 1.8 and 1.85 of state redevelopment law). The City has received notification from the California Department of Finance that the City's FY11-12 VARP payment is $91,320.Assuming there are no further modifications to the redevelopment law requiring additional payments and the new law is not invalidated by the courts,half of the first VARP payment will be due January 15,2012 with the balance payable by May 15,2012.Future annual payments beginning in FY12-13 are estimated to begin at about $23,000 and grow at the same rate as tax increment growth.If a payment is missed,the Agency becomes subject to the dissolution law and the City assigns its rights to the State for any payments owed from the Agency,including payments from loan agreements.If the law is ultimately invalidated by the courts,the City may lose its initial VARP payments. Funding for the VARP Payment The exception law (Part 1.9 of state redevelopment law)provides that a participating city and redevelopment agency may enter into an agreement whereby the agency will transfer a portion of its tax increment revenue to the participating city in an amount not to exceed the annual remittance required that year.For FY11-12 only,the tax increment transferred may come from the 20%Set-Aside that would normally be deposited into the Agency's affordable housing fund.There has been some discussion among state legislators that a bill may be proposed to require cities to repay these affordable housing funds;however,no such legislation has been introduced to date. Any tax increment funds transferred from the agency to the city are required to be spent only "for the purpose of financing activities within the redevelopment area that are related to accomplishing the redevelopment agency project goals."The transferred tax increment cannot directly be used to make the VARP payment.However,the transferred tax increment can be used to relieve the General Fund of another qualifying expenditure in the project area that has already been appropriated,thereby freeing up General Fund money to make the VARP payment.Two different options for a funding plan are outlined below. Option 1 -Tax increment is transferred to the City to relieve the General Fund of a "redevelopment"expenditure within the project area that is already included in the FY11-12 budget (e.g.drainage repairs as part of road maintenance in the landslide area),thereby freeing up the General Fund to make the VARP payment (as illustrated below). 4-2 VOLUNTARY ALTERNATIVE REDEVELOPMENT PROGRAM August 16,2011 Page 3 of4 Before Adjustment: General Fund After Adjustment: "Redevelop.me nt" I $91K>CIP Fund 1$91K>Project Balance ..Appropriations ."R~developrn~nf"Ta~1·$91K··~·.·•.:\.•·Qn~FUnd "$91K;>'PrclJeot I.J1C.·•..f..8.rnen.t .Balance ..'A··....,'",•.....•..ppropfiat.Qns General Fund' Option 2 -Tax increment is transferred to the City to add a new appropriation for a "redevelopment"expenditure within the project area,and the General Fund bears the burden of the VARP payment. Staff would return to the City Council with a proposed project that could include drainage or dewatering wells in the landslide project area.Staff would propose using a FY10-11 favorable variance to fund the VARP payment.Staff is in process of analyzing FY10-11 accounts,and is confident that adequate favorable variances will be available to fund the additional $91,320 expenditure.For example,the FY10-11 legal services budget is expected to have a favorable variance in excess of $100,000,which could be carried forward to FY12-13 to be used for the VARP payment. FISCAL IMPACT If the City Council approves Option 1,there would be no impact to the General Fund.Staff would return with a proposed budget adjustment to substitute project funding. If the City Council approves Option 2,there would be no impact to the Budgeted General Fund Balance at June 30,2012.Staff would return with a proposed continued appropriation from FY 10-11 to FY 11-12 for the V ARP payment. Whichever Option the City Council chooses,the ability to transfer tax increment that would have been deposited into the Agency's affordable housing fund represents a one-time opportunity to re-characterize the use of the 20%Set-Aside from affordable housing to landslide mitigation within the project area. 4-3 VOLUNTARY ALTERNATIVE REDEVELOPMENT PROGRAM August 16,2011 Page 4 of 4 ATTACHMENTS ORDINANCE NO.524,AN ORDINANCE OF THE CITY OF RANCHO PALOS VERDES, TO COMPLY WITH PART 1.9 OF DIVISION 24 OF THE CALIFORNIA HEALTH AND SAFETY CODE AND TAKING CERTAIN ACTIONS IN CONNECTION THEREWITH. Staff Report dated August 2,2011 4-4 ORDINANCE NO.524 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF RANCHO PALOS VERDES TO COMPLY WITH PART 1.9 OF DIVISION 24 OF THE CALIFORNIA HEALTH AND SAFETY CODE AND TAKING CERTAIN ACTIONS IN CONNECTION THEREWITH RECITALS A.The Rancho Palos Verdes Redevelopment Agency (the "Agency")is a redevelopment agencyin the City of Rancho Palos Verdes (the "City"),created pursuant to the Community Redevelopment Law (Part 1 (commencing with Section 33000)of Division 24 of the California Health and Safety Code)(the "Redevelopment Law"). S.The City Council of the City (the "City Council")adopted Ordinance No.190,adopting a redevelopment plan as the official redevelopment plan for Project Area No.1,and from time to time,the City Council has amended such redevelopment plan.The Agency is undertaking a program to redevelop the Project Area. C.AS X1 26 was signed by the Governor of California on June,29,2011, making certain changes to the Redevelopment Law,including adding Part 1.8 (commencing with Section 34161)and Part 1.85 (commencing with Section 34170)to Division 24 of the California Health and Safety Code.Commencing upon the effectiveness of AS X1 26,AS X1 26 suspends most redevelopment agency activities and,among other things,prohibits redevelopment agencies from incurring indebtedness or entering into or modifying contracts.Effective October 1,2011,AS X1 26 dissolves all existing redevelopment agencies and redevelopment agency components of community development agencies,designates successor agencies to the former redevelopment agencies,and imposes numerous requirements on the successor agencies and subjects successor agency actions to the review of oversight boards established pursuant to the provisions of Part 1.85. D.AS X1 27 was signed by the Governor of California on June 29,2011, adding Part 1.9 (commencing with Section 34192)to Division 24 of the California Health and Safety Code.Part 1.9 establishes an Alternative Voluntary Redevelopment Program whereby,notwithstanding the provisions of Part 1.8 and Part 1.85,a redevelopment agency will be authorized to continue to exist and carry out the provisions of the Redevelopment Law upon the enactment,prior to the applicable deadline established in Part 1.9,by the city council of the city which includes that redevelopment agency (the "participating city")of an ordinance to comply with Part 1.9. E.Part 1.9 requires a participating city to make specified annual remittances to the applicable county auditor-controller,who shall allocate the remittances for deposit into a Special District Allocation Fund,for allocation to specified special districts,and into the county Educational Revenue Augmentation Fund,for allocation to educational entities. -1-4-5 F.To participate in the Alternative Voluntary Redevelopment Program,in addition to adopting the ordinance described in Recital D,above,the participating city must,by November 1,2011,notify the applicable county auditor-controller,the State Controller,and the State of California Department of Finance (the "Department of Finance")that the participating city agrees to comply with the provisions of Part 1.9. The participating city's agreement to make the remittances provided for under Part 1.9 is a precondition to continue redevelopment pursuant to Part 1.9. G.Part 1.9 provides that for fiscal year 2011-12,a participating city shall remit to the applicable county auditor-controller an amount equal to the amount determined by the State of California Director of Finance (the "Director of Finance")for the redevelopment agency pursuant to a formula set forth in Part 1.9,which formula utilizes information contained in the State Controller's redevelopment agency 2008-09 annual report.The amount represents the redevelopment agency's proportionate share of the sum of $1 ,700,000,000.The initial amount determined by the Director of Finance is subject to recalculation and reduction in the event the participating city timely files an appeal in accordance with Health and Safety Code Section 34194(b)(2)(L). H.For fiscal year 2012-13 and each fiscal year thereafter,a participating city's remittance amouht shall equal the amount determined pursuant to calculations performed by the participating city in accordance with the requirements of Part 1.9, subject to adjustment based on audit and verification by the Director of Finance,the State Controller and the applicable county auditor-controller.On or before November 1st of each year,commencing November 1,2012,a participating city shall notify the Department of Finance,the State Controller,and the applicable county auditor- controller of the remittance amount calculated by the participating city. I.Pursuant to the provisions of Part 1.9,a participating city shall pay one- half of the total remittance amount for a fiscal year on or before January 15 of that year and shall pay the remaining one-half of the remittance amount on or before May 15 of that year. J.A participating city making remittances pursuant to Part 1.9 may use any available funds not otherwise obligated for other uses. K.A participating city and the redevelopment agency in that participating city may enter into an agreement pursuant to Part 1.9 whereby the agency will transfer a portion of its tax increment to the participating city in an amount not to exceed the annual remittance required that year pursuant to Part 1.9. L.Pursuant to the provisions of Part 1.9,if a participating city fails to make a remittance payment,as calculated in accordance with the applicable provisions of Part 1.9 and according to the schedule set forth in Rectiall,above,the applicable county auditor-controller shall notify the Director of Finance of the failure to make the payment within 30 days.Upon receipt of the notification,the Director of Finance may determine that the redevelopment agency in the participating city shall be subject to the requirements of Part 1.8 and Part 1.85. -2-4-6 M.The City has estimated that its 2011-12 remittance amount under Part 1.9 is $91,748. N.The City desires to participate in the Alternative Voluntary Redevelopment Program so that the Agency may continue to exist and carry out the provisions of the Redevelopment Law. O.The City has,or will have,available funds not otherwise obligated for other uses with which to make the fiscal year 2011-12 remittance in an amount not to exceed $91,748,or such lesser amount recalculated by the Director of Finance,payable one- half by January 15,2012,with the remaining one-half payable by May 15,2012. NOW,THEREFORE,THE CITY COUNCIL OF THE CITY OF RANCHO PALOS VERDES,CALIFORNIA DOES ORDAIN AS FOLLOWS: Section 1.The above recitals are true and correct and are a substantive part of this Ordinance. Section 2.This Ordinance is adopted as required by Health and Safety Code Section 34193. Section 3.So that the Agency may continue to exist and carry out the provisions of the Redevelopment Law notwithstanding the provisions of Part 1.8 and Part 1.85,the City Council hereby determines and declares that it shall comply with the requirements and obligations contained in Part 1.9,as Part 1.9 exists on the date of adoption of this Ordinance.In adopting this Ordinance or agreeing to comply with the provisions of Part 1.9,the City does not intend to incur an indebtedness or liability within the meaning of any constitutional or statutory debt limitation or restriction. Section 4.Performance of actions under or pursuant to this Ordinance,including the making of payments by the City to the Los Angeles County Auditor-Controller (the "Auditor-Controller"),is made under protest.Neither the adoption of this Ordinance nor the performance of actions under or pursuant to this Ordinance is intended by the City or Agency to waive any right either may have to challenge the legality of all or any portion of AS X1 26 or AS X1 27 through administrative or judicial proceedings,or to appeal the City's fiscal year 2011-12 remittance amount pursuant to Health and Safety Code Section 34194(b )(2)(L),or to otherwise contest the remittance amount for any year.Any payments hereunder are intended to be made without prejudice to the City's right to seek to recover reimbursement of such payments,plus interest,should the requirement of making such payments be stayed,enjoined,repealed,or held unconstitutional or unenforceable by any court of competent jurisdiction.This Ordinance shall be null and void and of no further force and effect in the event that AS X1 26 or AS X1 27 is repealed,or held unconstitutional or unenforceable by any court of competent jurisdiction. Section 5.The City Manager,or the City Manager's designee,is hereby authorized and directed to notify the Auditor-Controller,the State Controller,and the Department of Finance,on or before November 1,2011,that the City agrees to comply -3-4-7 with the provisions of Part 1.9,as Part 1.9 exists on the date of adoption of this Ordinance, with such notification to be accompanied by a certified copy of this Ordinance. Section 6.This Ordinance has been reviewed with respect to applicability of the California Environmental Quality Act ("CEQA"),the State CEQA Guidelines (California Code of Regulations,Title 14,Sections 15000 et seq.,hereafter the "Guidelines"),and the City's environmental guidelines.The City has determined that this Ordinance is not a "project"for purposes of CEQA,as that term is defined by Guidelines Section 15378. Specifically,this Ordinance constitutes the creation of government funding mechanisms or other government fiscal activities which do not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment. (Guidelines Section 15378(b)(4».In addition,this Ordinance is an organizational or administrative activity that will not result in a direct or indirect physical change in the environment.(Guidelines Section 15378(b)(5».Therefore,because it is not a "project," this Ordinance is not subject to CEQA's requirements.Further,even if this Ordinance were deemed a "project"and therefore subject to CEQA,the Ordinance would be covered by the general rule that CEQA applies only to projects that have the potential to cause a significant effect on the environment.(Guidelines Section 15061 (b )(3».As an organizational or administrative activity or the creation of government funding mechanisms or other government fiscal activities which do not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment, this Ordinance does not have the potential to cause a significant effect on the environment and is therefore exempt under this general rule.Further,it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment,and thus this Ordinance is not subject to CEQA.(Guidelines Section 15061(b)(3». Section 7.The City Clerk shall certify to the passage of this Ordinance and is hereby directed to publish or post this Ordinance,or a summary of this Ordinance,in accordance with law. Section 8.The City Clerk is hereby directed to send a certified copy of this Ordinance to the Agency. Section 9.The City Clerk is hereby directed to file a Notice of Exemption with the County Clerk pursuant to Section 15062 of the Guidelines within five days of the adoption of this Ordinance. Section 10.The officers and staff of the City are herby authorized and directed, jointly and severally,to do any and all things which they may deem necessary or advisable to effectuate this Ordinance and any such actions previously taken by such officers are hereby ratified and confirmed. Section 11.If any part of this Ordinance is held to be invalid or unconstitutional by the decision of any court of competent jurisdiction,for any reason,such decision shall not affect the validity of the remaining portions of this Ordinance and this City -4-4-8 Council hereby declares that it would have passed the remainder of this Ordinance if such invalid or unconstitutional portion thereof had been deleted. Section 12.This Ordinance shall take effect 30 days from adoption. PASSED AND ADOPTED this 16th day of August,2011. Mayor ATTEST: City Clerk -5-4-9 CrTYOF MEMORANDUM RANCHO PALOS VERDES TO: FROM: DATE: SUBJECT: REVIEWED: HONORABLE MAYOR AND MEMBERS OF THE CITY COUN~II..J DENNIS McLEAN,DIRECTOR OF FINANCE &INFORMATIO TECHNOLOGY;AND .. CAROL LYNCH,CITY ATTORNEY AUGUST 2,2011 REDEVELOPMENT AGENCY DISSOLUTION AND EXCEPTION LAWS CAROLYN LEHR,CITY MANAGER 09..-- Staff Coordinator:Kathryn Downs,Deputy Director of Finance &Information Technology It[) RECOMMENDATION 1.Determine that the City and Redevelopment Agency ("Agency")participate in the "Alternative Voluntary Redevelopment Program"; 2.Instruct Staff to make the required payments to the State of California and continue redevelopment activities under AS X1 27; 3.Agree to comply with Part 1.9 of Division 24 of the California Health and Safety Code,and INTRODUCE ORDINANCE NO.,AN ORDINANCE OF THE CITY .. OF RANCHO PALOS VERDES,TO COMPLY WITH PART 1.9 OF DIVISION 24 OF THE CALIFORNIA HEALTH AND SAFETY CODE AND TAKING CERTAIN ACTIONS IN CONNECTION THEREWITH;and 4.Direct Staff to propose necessary budget adjustments and prepare a transfer agreement betv{,een the Agency and City for consideration at a future meeting. 5.Delegate to the City Manager and the City Attorney the authority to file an appeal,if warranted,of the Department of Finance's determination ofthe amount of the City's required AS X1 27 payment for FY11-12. 4-10 REDEVELOPMENT AGENCY DISSOLUTION AND EXCEPTION LAWS August 2,2011 Page 2 of 8 EXECUTIVE SUMMARY New redevelopment law was signed by the Governor on June 29,2011 providing for the dissolution of California redevelopment agencies as of October 1,2011.The law also provides for a "voluntary"program,whereby a city can continue to operate a redevelopment agency by agreeing to make specified annual payments to the County Auditor-Controller. The City's estimated FY11-12 payment to participate in this voluntary program is $91,748. Future annual payments beginning in FY12-13 are estimated to begin at $22,991,and grow at the same rate as tax increment growth.There is a risk that the Legislature could make changes to the program or could require additional payments in future years.As discussed in more detail below,the Agency may be able to transfer tax increment to the City,which could be used for an eligible redevelopment expenditure and offset the City's payment to participate in the voluntary program. The City Council must determine whether the benefits of keeping the Agency in oper.ation outweigh the costs and risks of participating in the "voluntary"program.The benefits to participation include: 1.Protection of the Agency's ability to repay a portion or all of its debt to the City (estimated to be $18.6 million atJune 30,2011)with future nettax increment,which could be about $397,000 in FY13-14,growing to more than $3.2 million in FY34-35; 2.Protection of the Agency's assets,including $0.9 million of cash,more than 124 acres of land,and a note receivable of $6.3 million;and 3.Retention of an annual $240,000 funding source to meet the City's affordable housing requirement. Staff recommends that the City Council consider the facts and analysis outlined in this staff report,and determine that the City and Agency will participate in the Alternative Voluntary Redevelopment Program established by AS X1 27. BACKGROUND The Redevelopment Agency was created by the City to address blight that has been and is being caused by the active landslides that are located within the Redevelopment Project Area.The City and Agency have carried out an active and successful redevelopment program since the activation of the Agency in 1984.However,the continuing ability of the Agency to repay the Agency's debt to the County and construct landslide mitigation projects has been threatened by the Legislature's adoption of the recent budget package which,in part,solves State budget problems by taking revenue from redevelopment agencies.AS X1 26,which was signed by the Governor of California on June,29,2011, immediately suspends most redevelopment agency activities and,among other things, prohibits redevelopment agencies from incurring indebtedness or entering into or modifying contracts.Then,on October 1,2011,AS X1 26 dissolves all existing redevelopment agencies,designates successor agencies as successor entities to the former redevelopment agencies,imposes numerous requirements on the successor agencies,and 4-11 REDEVELOPMENT AGENCY DISSOLUTION AND l:XCEPTION LAWS August 2,2011 Page 3 of8 subjects successor agency actions to the review of oversight boards established under the new law. AS X1 27 was signed by the Governor concurrently with AS X1 26.This companion law establishes an Alternative Voluntary Redevelopment Program whereby a redevelopment agency will,notwithstanding AS X1 26,be authorized to continue to exist and carry out the provisions of the Redevelopment Law.To "opt into"this "voluntary"alternative program, the City must adopt an ordinance signifying the City's compliance with the onerous exactions imposed by the Legislature.To restore the ability to continue redevelopment activities,the City must make specified annual payments to the County Auditor-Controller on a schedule,and the Auditor-Controller will then allocate the payments to special districts and educational entities.If a payment is missed,the Agency becomes subject to AS X1 26 and the City assigns its rights to the State for any payments owed from the Agency, including payments from loan agreements.The estimated voluntary payment in the amount of $91 ,748 that would be paid in FY11-12 is the Agency's proportionate share of $1.7 billion,as determined by the Department of Finance pursuant to a formula specified in AS X127. After receiving it's notification from the state Department of Finance,the City may appeal the determination of the amount of the FY11-12 payment on the basis that the State Controller's report was in error,or that the percentage of tax increment necessary to pay for tax allocation bonds and interest payments has increased by 10 percent or more over the percentage calculated pursuant to the Controller's 2008-09 report.Staff does not expect that the City of Rancho Palos Verdes has a basis for appeal other than on the basis that the City contends that the provisions of AS X1 26 and AS X1 27 are unconstitutional, and that the Director of Finance accordingly lacks the authority to determine payment amounts pursuant to AS X1 27.Any appeal must be filed by August 15th • The payment obligation is an ongoing obligation of the City in subsequent years.For FY12- 13 and thereafter,the City is required to calculate its own payment amount,subject to audit by the Department of Finance,with the payments based on the Agency's proportionate share of $400 million (with adjustments based on growth/decline of tax increment revenues,and with additional payments triggered if the Agency incurs new debt).As discussed below,the FY12-13 payment is estimated to be $22,991. AS X1 27 provides that a participating city'and the redevelopment agency in that participating city may enter into an agreement whereby the agency will transfer a portion of its tax increment to the ,participating city in an amount notto exceed the annual remittance required that year.Any tax increment funds transferred from the agency to the city are required to be spent only "for the purpose of financing activities within the redevelopment area that are related to accomplishing the redevelopment agency project goa[s." [f the City Council determines that it will not opt into the AS X1 27 Alternative Voluntary Redevelopment Program,the activities of the Agehcywill continue to be severely curtailed. ,U[timately,the Agency will be dissolved as of October 1,2011,and a number of ''wind-up'' activities must be undertaken by a successor entity.No further redevelopment activities could be undertaken,and the assets of the Agency would be disposed of.The State 4-12 REDEVELOPMENT AGENCY DISSOLUTION AND EXCEPTION LAWS August 2,2011 Page 4 of 8 Controller would have the authority to review,and potentially unwind,asset transfer transactions between the City and the Agency which occurred after January 1,2011.In addition,AB X1 26 provides that,except in very limited circumstances,the Agency could not repay amounts currently owed to the City.The "wind-up"activities of the Agency would be subject to the supervision of a new "Oversight Board"with the authority to give direction to City and Agency staff,and to usurp the existing authority of the City Council and Agency . Boam.. A more detailed description of AB X1 26 and AB X1 27 prepared by the City Attorney's Office is attached to this report. DISCUSSION The City Council must determine whether to take the steps necessary to continue the activities of the Agency or allow the Agency to be dissolved. This determination requires answers to the following questions: \ 1.Do the benefits of keeping the Agency in operation outweigh the costs and risks to the City of opting into the "voluntary"program? a.The benefits of keeping the Agency in operation include: i.Protection of the Agency's ability to repay a portion or all of its debt to the City (estimated to be $18,557,057 atJune 30,2011,see attached FY10-11 Tax Increment Projections &Debt Service Schedule prepared by Staff),which could be paid from future net tax increment of about $397,000 in FY13-14,growing to more than $3.2 million in FY34-35 (discussed in further detail below); ii.Protection of the Agency's assets,including the loan receivable from AM CAL for the Mirandela senior housing project ($6,344,139 at June 30,2010),real property owned by the Agency (about 124 acres of Abalone Cove Shoreline Park and 6 vacant parcels on Cherry Hill in the landslide area),and cash held by the Agency ($590,411 in the Housing Set-Aside Fund and $315,343 in the capital projects funds at June 30,2011); iii.Protection of the Agency's ability to transfer back to the City's Affordable Housing Fund a portion of the $1,774,203 that was previously transferred to the Agency's Housing Set-Aside fund for the City's contribution to funding ofthe AMCAL loan (maximum amount of $6,790,000,of which only about $6.3 million was needed);and iv.Retention of a funding source of about $240,000 per year for the Agency to continue to meet the City's affordable housing requirement. 4-13 REDEVELOPMENT AGENCY DISSOLUTION AND EXCEPTION LAWS August 2,2011 Page 50f8 b.The cost to the City of making the payments are estimated to be: i.For FY11-12:$91,748;and ii.For FY12-13 (with annual payments continuing thereafter,increasing by the rate of tax increment growth):$22,991 ($21,588 base, increased by estimated 6.5%growth of tax increment). iii.In addition to these annual payments,the County Auditor-Controller may charge the City a fee that does not exceed the reasonable costs of the AUdjtor-Controller to implement the provisions of Part 1.9.At this time,the amount of this fee is unknown.To provide context,the Auditor-Controller currently charges the Agency about $17,000 annually to administer property tax increment.This new fee may be substantially less,but would be in addition to the $17,000 currently charged.. c.There are some risks to the City if it chooses to "opt into"the "voluntary" program.Those risks include: i..The risk that if there are further changes to the law,the City may not have sufficient available funds in subsequent years to continue making the required payments;or that at some future time,the net benefits may not exceed the actual cost of making those payments. However,as discussed above,the assets to be protected currently far outweigh the cost of the payments.If the City stops making the payments in future years,the provisions of Part 1.8 (prohibitions on Agency activities)and 1.85 (dissolution of the Agency)will be applicable to the Agency.In addition,Part 1.9 provides that the State will be entitled to an assignment of any rights of the City to any payment from the Agency to which the City is entitled for purposes of mitigating the fiscal impact to the State related to the failure of the City to make the annual payments. ii.The risk that the Legislature makes changes to the program,or requires additional payments,in future years.For example,ifthe total amount paid by agencies in FY11-12 does not equal the $1.7 billion anticipated by the State budget,this could trigger the need for additional exactions. iii.The risk that the City will be unable to recover its payments to the State if AB X1 26 and AB X1 27 are Ultimately invalidated by the courts. 2.Before it "opts into,"the "voluntary"program,the City Council should consider whether the City will have the resources to make the annual payments required under AB X1 27. 4-14 REDEVELOPMENT AGENCY DISSOLUTION AND EXCEPTION LAWS August 2,2011 Page 6 ofa a.What source will the City use to make the payment in the current fiscal year? AB X1 27 allows for the Agency to transfer to the City the tax increment revenue that would normally be deposited in the Housing Set-Aside Fund during FY11-12.To make such a transfer,the Agency must make a finding that there are insufficient other moneys to meet its debt and other obligations,current priorty program needs,or its obligations pursuant to an agreement between the Agency and the City whereby the Agency agrees to transfer tax increment to th~City in the amount of the City's required payments.Once the transfer is made to the City,the tax increment must be used "for the purpose of financing activities within the redevelopment area that are related to accomplishing the redevelopment agency project goals." The transferred tax increment revenue could be used to backfill a project that would otherwise be funded with General Fund money,thus keeping the General Fund whole for FY11-12.If the City Council'adopts the recommendation,Staffwtll develop a plan and propose a budget adjustment on a future agenda. \ This same allowance to transfer tax increment that would otherwise be deposited to the Housing Set-Aside Fund is not made for future years' payments.It should be noted that there have been suggestions that state legislation may be proposed requiring cities to repay their Housing Set-Aside funds.However,no such legislation has been proposed to date. b.Will the Agency have sufficient funds to make transfers to the City in amounts not to exceed the City's payment amounts under a transfer agreement between the City and Agency? As noted above,the annual payments for FY12-13 and thereafter are expected to start at about $22,991,which must be paid by the City. However,similar to the allowance noted above for tax increment revenue that would be deposited into the Housing Set-Aside Fund,Agency excess tax increment (net of transfers to the Fire District and the 20%Housing Set- Aside)can be transferred to the City "for the purpose of financing activities within the redevelopment area that are related to accomplishing the redevelopment agency project goals."Therefore,if the City were to fund any projects fitting this purpose,the Agency could backfill the amount the City must pay to participate in the "voluntary"program with tax increment revenue.These types of projects (not maintenance)could include construction of new dewatering wells,storm drain projects,and sewer rehabilitation projects in the landslide area. The County currently impounds all tax increment (except for the 20% required to be deposited into the Housing Set-Aside Fund)for purposes of repaying the Agency's debt to the County.Staff expects that once the Deferred Interest Debt to the County is completely repaid in November 2013, the Agency will begin to receive excess tax increment (see attached FY10-11 4-15 REDEVELOPMENT AGENCY DISSOLUTION AND EXCEPTION LAWS August 2,2011 Page 7 of 8 Tax Increment Projections &Debt Service Schedule prepared by Staff).As illustrated in column K of that schedule,the net tax increment available to repay the City could be about $397,000 in FY13-14,growing to over $3.2 million annually in FY34-35. The answers to the foregoing questions will help the City Council determine whether the City should "opt into"the "voluntary"program established by AS X1 27.If the City Council determines that the City will "opt into"the program,the first step in the process is to introduce the attached Ordinance.The ordinance must be adopted by August 28th to avoid a requirement to begin compliance with the provisions of AB X1 26.If the City Council adopts Staffs recommendation,then the attached Ordinance will be presented for adoption on August 16th •In addition,the City Council must direct staff to propose the City budget adjustments necessary to facilitate the required payment for FY11-12 and prepare a transfer agreement between the Agency and City;which can be presented to the City Council and the Agency Board at a later date. If the City Council determines not to participate in AB X1 27's voluntary program,th~City Council should direct'staff to start the actions necessary to comply with AB X1 26,and to bring those actions before the Agency Board and City Council as necessary. OPTIONS 1.Determine that the City and Agency will participate in the Alternative Voluntary Redevelopment Program,which is the recommendation of Staff;or 2.Determine thatthe City and Agency will not participate in the Alternative Voluntary Redevelopment Program;or 3.Delay making the determination,and direct staff to prepare additional information and analysis.In such case,direct staff,in the meantime,·to start the actions necessary to comply with AB X1 26 and to bring those actions before the Agency Board and City Council as necessary. FISCAL IMPACT If the City "opts in"to the "voluntary"program,Staff will return with a budget resolution to transfer $91,748 from the Agency's Housing Set-Aside Fund (from FY11-12 budgeted tax increment revenue of $234,500)to the City's General Fund for an eligible redevelopment expenditure,and an adjustment to General Fund expenditures to make the payment. When preparing the FY12-13 budget,Staffwill include an allocation to make a payment of approximately $22,991 from the City's General Fund. If the City does not "opt in",Staff will return with further analysis of the fiscal impact. ATTACHMENTS Summary of AB X1 26 and AB X1 27,prepared by Richards,Watson &Gershon. 4-16 REDEVELOPMENT AGENCY DISSOLUTION AND EXCEPTION LAWS August 2,2011 Page 8 of 8 ORDINANCE NO.,AN ORDINANCE OF THE CITY OF RANCHO PALOS VERDES, TO COMPLY WITH PART 1.9 OF DIVISION 24 OF THE CALIFORNIA HEALTH AND SAFETY CODE AND TAKING CERTAIN ACTIONS IN CONNECTION THEREWITH. FY10-11 Tax Increment Projection &Debt Service Schedule,prepared by Staff and previously presented with the ·staff report to the City Council dated June 7,2011,titled "Additions to the Consolidated Loan Between the City and Redevelopment Agency for Expenses incurred during FY09-10". 4-17