HomeMy WebLinkAbout05/17/2012 - Oversight Board - Successor Agency - Redevelopment AgencyREGULAR MEETING OF THE OVERSIGHT BOARD
OF THE SUCCESSOR AGENCY
TO THE COSTA MESA REDEVELOPMENT AGENCY
MAY 17, 2012
These meeting minutes represent an "action minute" format. A copy of the meeting can be
obtained at Costa Mesa Housing Authority Office located on the 2nd floor of the Costa Mesa City
Hall.
The Oversight Board of the Successor Agency to the Costa Mesa Redevelopment Agency
met in a regular meeting on Thursday, May 17, 2012, in Conference Room 1A of the Costa
Mesa City Hall, 77 Fair Drive, Costa Mesa.
For informational purposes, Successor Agency Special Counsel Celeste Brady distributed
copies of a California -oriented draft trailer bill from the Department of Finance titled
"Redevelopment Agencies Dissolution Clean-up and Liquid Asset Provisions" proposed to
clean-up legislation.
Chair Righeimer called the meeting to order at 2:08 p.m. and Board Member Dan Baker led
in the Pledge of Allegiance.
I. ROLL CALL
Members Present: Jim Righeimer, Chair
Jeff Trader, Vice Chair
Rick Francis, Board Member
Dan Baker, Board Member
Members Absent: Thomas R. Hatch, Board Member
Gary Monahan, Board Member
Andy Dunn, Board Member
Officials Present: Peter Naghavi, Economic and Development
Director / Deputy CEO
Bobby Young, Finance and I.T. Director
Colleen O'Donogue, Assistant Finance Director
Hilda Veturis, Management Analyst
Celeste Brady, Successor Agency Special Counsel
Kathe Head, Economic Consultant
Martha Rosales, Executive Secretary
II. AFFIDAVIT OF POSTING
The Agenda for the regular meeting of Oversight Board was posted at the City
Council Chambers, Adams Postal Office, Headquarters Police Department,
Neighborhood Community Center and the Mesa -Verde Public Library on Monday,
May 14, 2012.
III. MINUTES
Oversight Board meeting of Thursday, April 19, 2012
MOTION: Approve Minutes. Moved by Vice Chair Jeff Trader, second by
Board Member Dan Baker.
The motion carried by the following vote:
Ayes: Chair Jim Righeimer, Vice Chair Jeff Trader, Board Member Rick
Francis, Board Member Dan Baker
Noes: None
Absent: Board Member Tom Hatch, Board Member Gary Monahan, Board
Member Andy Dunn
IV. PUBLIC COMMENTS
Any person wishing to address the Oversight Board on any matter, whether or not it
appears on this agenda, is requested to complete a "Request to Speak" form,
available at the door and with the Secretary. The completed form is to be submitted
to the Secretary prior to an individual agenda item being heard by the Oversight
Board. No action will be taken on any item not on the agenda unless the Oversight
Board makes a determination that an emergency exists or that the need to take
action on the item rose subsequent to the posting of the agenda. Public comments
shall be limited to a maximum of three (3) minutes per person and an overall time
period of 15 minutes for items not considered on the regular agenda.
V. OLD BUSINESS
Finance Update regarding Correspondence with the State Department of
Finance (DOF)
Finance and I.T. Director Bobby Young provided the update and presented email
correspondence to and from the DOF regarding the EOPS.
Ms. Brady added that supplemental documentation pertaining to the Redevelopment
Agency loan had been submitted to the DOF. The DOF had 10 -business days (until
Monday, 21, 2012) to review the documents but might be providing a response by
today (May 17, 2012). If the DOF rejected items and the Oversight Board accepted
their rejections, the matters would not have to go before the Oversight Board again.
The DOF would submit the ROPS with the rejected items to the County Auditor
Controller to authorize monies to be released from the Trust Fund as of June 1,
2012.
Ms. Brady spoke about a position statement put out by the DOF that directed County
Auditor Controllers to distribute monies and balances from Trust Funds, on items
approved on the ROPS, to taxing entities even if disputed items existed. Ms. Brady
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mentioned that distributing the money as property tax could be problematic to
enforceable obligations under possible dispute due to third party involvement with
public entities and bondholders. Orange County Successor Agencies were
preparing a letter to the Auditor Controller to notify of possible liabilities to Successor
Agencies and holders of disputed enforceable obligations.
A lengthy conversation regarding the disbursement of monies and disputed
enforceable obligations ensued.
Ms. Head commented that a withdrawal was not needed with regards to ROPS 1
because there were sufficient funds. She did not foresee a problem with the June 1,
2012 deadline unless the Oversight Board appealed items rejected by the DOF -
ROPS 2 would be more of an issue.
Vice Chair Trader asked if the fund balance was part of the Trust Fund. Ms. Head
stated that because the audits were not complete, no City fund balances had been
transferred to the County as of yet. Upon completion of the audits (on July 1, 2012)
and when everything was agreed upon, the unencumbered fund balances in all
Successor Agencies would be transferred to the County. Assistant Finance Director
Colleen O'Donoghue reported that Costa Mesa's audit was previously scheduled for
May 21, 2012 but due to conflicts with the auditors it had been moved to June 4,
2012.
Vice Chair Trader requested the fund balance and asked if the funds had been
encumbered before the audit. Ms. O'Donoghue reported there were approximately
$3 to $4 million dollars of combined encumbered and unencumbered funds and of
the combined totals, $1 million dollars were unencumbered. She also advised that
the funds were not encumbered before the audit. Ms. Head stated the $1 million
dollars of unencumbered funds in the housing fund would be transferred to the
County if everything remained status quo.
2. Discussion of Bond Defeasement
Mr. Young reported that he, along with Ms. Head and Ms. Brady, had compiled a
staff report pertaining to the practicality of defeasement and advised the Board that
October 2013 would be the first opportunity to defease the bonds without penalty.
Chair Righeimer commented there were 2 parts to defeasement — 1) the ability to
pay and the cost to defease and 2) where the funds would come from. Chair
Righeimer asked if they had the ability how would the money be paid. Mr. Young
explained they would have to refinance to get the lump sum and since bonds were
normally defeased to obtain a lower rate, the proceeds from the issuance of the new
debt at a lower rate would be used to defease the bonds.
Chair Righeimer requested the length of time for payback and asked if they would
be allowed to defease. Ms. Head stated the current bonds had a very low interest
rate and there was no opportunity to get the interest rate reduced on a refinancing.
She provided a history of the bond and recommended the Board consider repaying
the outstanding bonds in October 2013.
Chair Righeimer asked if the County; had to allow the defeasement. Ms. Head
stated the State and County would both have to allow the defeasement and there
had to be sufficient funds. Mr. Young added the ROPS would have to be redone in
order to get the lump sum in that time period and make the payment - 6 years were
left on the current debt.
A conversation regarding refinancing took place.
Chair Righeimer asked when the DOF's decision to accept or reject debts would be
known. Ms. Brady reiterated staff would possibly know today (May 17, 2012). Ms.
O'Donoghue mentioned the DOF's 10 -day reviewperiod ended on Monday, May 21,
2012; they may have told her they would respond today in the event follow-up
information was needed. She added that once the DOF rejected an item, a new 10 -
day review period began. Ms. Brady said staff had made the presumption that once
the DOF approved an item and placed it on subsequent ROPS, the item was fine.
However, the DOF announced they would be reviewing and making a decision every
time regarding whether or not to continue an item as an enforceable obligation
(something problematic especially for third -party contracts). Chair Righeimer made
a request that staff provide the Board with a copy of the DOF's response and
reminded Board Members of the Brown Act.
VI. NEW BUSINESS - None
VII. CHAIR AND BOARD MEMBER'S COMMENTS AND SUGGESTIONS
Vice Chair Trader inquired about property mentioned in the April Oversight Board
meeting that needed to be dealt with. Ms. Brady reported that staffs research
determined that the parking lots in the Vehicle Parking District were not owned by
the Costa Mesa Redevelopment Agency. They were public parking lots - all in fee
interest of the City of Costa Mesa and would remain as such.
Staff also discovered a transaction from the early 1980's - Shappell Housing Project
(aka: Costa Mesa Family Village) - a 3.=parcel multi -family affordable .housing project
that was ground leased and had 55-60 year affordability covenants in place.
Because the Costa Mesa Family Village project was a housing asset, the yearly
$90,000 ground lease payment would,go to the Costa Mesa Housing Authority and
the Housing Authority would own the underlying fee title.
Chair Righeimer asked if the affordability covenants were for 55 years. Ms. Brady
thought the affordability covenants were for 60 years because the project involved
HUD money. She added that aside from the deeds of trust, the Agency did not own
land.
Vice Chair Trader commented there was nothing to dispose of. Ms. Brady
concurred and reported that staff had not prepared disposition procedures because
there was nothing to sell off. -
Vice Chair Trader inquired about the City -Agency loan and asked if Ms. Brady had
mentioned that only $100,000 of the loan qualified. Ms. Brady clarified stating she
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had mentioned that $100,000 had been entered into within 2 years of the Agency
(loan was a revolving loan).
Mr. Young distributed a color -coded flow chart titled "Costa Mesa Promissory Notes"
that depicted a breakdown of the Agency's transactions regarding the load. Mr.
Young explained the complexity of the loan, provided background history and
summarized the 36 promissory notes that the Redevelopment Agency had entered
into from 1971 through 1993. Mr. Young also distributed copies of an "Amortization
Table" that showed a repayment schedule and gave an explanation of the payment
periods.
VIII. ADJOURN — Chair Righeimer adjourned the meeting at 2:44 p.m. to the next
regularly scheduled meeting on Thursday, June 21, 2012.
mWgWI Chairperson
ersight Board of the Successor Agency to the Costa
Mesa Redevelopment Agency
ATTEST:
dn'u
Martha Rosales, Recording Secretary
Oversight Board of the Successor Agency
to the Costa Mesa Redevelopment
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