HomeMy WebLinkAboutRes OB-157 (2)RESOLUTION NO. OB - 157
A RESOLUTION OF THE OVERSIGHT BOARD OF DIRECTORS OF THE
SUCCESSOR AGENCY TO THE PALM DESERT REDEVELOPMENT AGENCY,
RECEIVING AND FILING MINUTES OF THE SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY MEETINGS OF SEPTEMBER 22,
OCTOBER 13, OCTOBER 27, NOVEMBER 10, AND DECEMBER 8, 2016
RECITALS:
A. Pursuant to Health and Safety Code Section 34179(3), all actions taken by the Oversight
Board of the Successor Agency to the Palm Desert Redevelopment Agency (the "Oversight Board")
shall be adopted by resolution.
B. There has been presented to this Oversight Board for approval, receiving and filing of
Minutes of the Successor Agency to the Palm Desert Redevelopment Agency Meetings of
September 22, October 13, October 27, November 10, and December 8, 2016.
NOW, THEREFORE, THE OVERSIGHT BOARD OF THE SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY HEREBY FINDS, DETERMINES, RESOLVES, AND
ORDERS AS FOLLOWS:
Section 1. The above recitals are true and correct and are a substantive part of this
Resolution.
Section 2. The Oversight Board hereby approves receiving and filing Minutes of the
Successor Agency to the Palm Desert Redevelopment Agency Meetings of September 22, October 13,
October 27, November 10, and December 8, 2016, which are made a part hereof and attached hereto
as "Exhibit 'A'."
Section 3. The staff of the Successor Agency is hereby directed to provide the State
Department of Finance ("DOF") written notice and information regarding the action taken by the
Oversight Board in Section 2 of this Resolution. Such notice and information shall be provided by
electronic means and in a manner of DOF's choosing.
Section 4. The officers of the Oversight Board and staff of the Successor Agency are hereby
authorized and directed, jointly and severally, to do any and all things that they may deem necessary
or advisable to effectuate this Resolution.
PASSED, APPROVED, AND ADOPTED this day of , 2016.
AYES:
NOES:
ABSENT:
ABSTAIN:
ROBERT A. SPIEGEL, CHAIR
ATTEST:
RACHELLE D. KLASSEN, SECRETARY
OVERSIGHT BOARD OF THE SUCCESSOR AGENCY
TO THE PALM DESERT REDEVELOPMENT AGENCY
RESOLUTION NO. OB - 157
EXHIBIT A
SUCCESSOR AGENCY TO THE PALM DESERT REDEVELOPMENT AGENCY
MEETING MINUTES
September 22, 2016
October 13, 2016
October 27, 2016
November 10, 2016
December 8, 2016
2
RESOLUTION NO. OB-157
MINUTES
REGULAR MEETING OF THE
BOARD OF DIRECTORS OF THE SUCCESSOR AGENCY
TO THE PALM DESERT REDEVELOPMENT AGENCY
THURSDAY, SEPTEMBER 22, 2016
CIVIC CENTER COUNCIL CHAMBER
73510 FRED WARING DRIVE, PALM DESERT, CA 92260
I. CALL TO ORDER - 3:00 P.M.
Vice Chair Harnik convened the meeting at 3:00 p.m.
II. ROLL CALL
Present:
Vice Chair Jan C. Harnik
Director Sabby Jonathan
Director Van G. Tanner
Director Susan Marie Weber
Absent:
Chair Robert A. Spiegel
Also Present:
Justin McCarthy, Interim Executive Director
Robert W. Hargreaves, City Attorney
William L. Strausz, Successor Agency Counsel
Rudy P. Acosta, Assistant City Manager
Rachelle D. Klassen, City Clerk
Russell Grance, Director of Building & Safety
Ryan Stendell, Director of Community Development
Martin Alvarez, Director of Economic Development
Janet M. Moore, Director of Finance/City Treasurer
Lori Carney, Director of Human Resources
Mark Greenwood, Director of Public Works
Frankie Riddle, Director of Special Programs
Bo Chen, City Engineer
Stephen Y. Aryan, Risk Manager
Dan Talbot, Division Chief, Palm Desert Fire/Riverside Co. Fire Dept./Cal Fire
Eric Cadden, ESC, County of Riverside Emergency Management Department
David W. Teets, Chief, Palm Desert Police/Riverside Co. Sheriffs Department
Anthony Baur, Asst. Chief, Palm Desert Police/Riverside Co. Sheriffs Department
Grace L. Mendoza, Deputy City Clerk
RESOLUTION NO. OB-157
MINUTES
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY MEETING
III. ADJOURN TO CLOSED SESSION
Reauest for Closed Session:
None
SEPTEMBER 22, 2016
With Successor Agency Board concurrence, Vice Chair Harnik adjourned the meeting to
Closed Session of the City Council at 3:01 p.m. He reconvened the meeting at 4:00 p.m.
IV. RECONVENE REGULAR MEETING - 4:00 P.M.
A. REPORT ON ACTION FROM CLOSED SESSION.
None
V. AWARDS, PRESENTATIONS, AND APPOINTMENTS
None
VI. CONSENT CALENDAR
A. MINUTES of the September 8, 2016, Regular Meeting of the Board of Directors
of the Successor Agency to the Palm Desert Redevelopment Agency.
Rec: Approve as presented.
B. CLAIMS AND DEMANDS AGAINST SUCCESSOR AGENCY TREASURY -
Warrants Dated 9/2/2016 and 9/9/2016.
Rec: Approve as presented.
Upon a motion by Weber, second by Tanner, and 4-0 vote of the Board of Directors of
the Successor Agency (AYES: Jonathan, Tanner, Weber, and Harnik; NOES: None; ABSENT:
Spiegel), the Consent Calendar was approved as presented.
VII. CONSENT ITEMS HELD OVER
None
VIII. RESOLUTIONS
None
2
RESOLUTION NO. OB-157
MINUTES
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY MEETING
IX. NEW BUSINESS
SEPTEMBER 22, 2016
A. REQUEST FOR AUTHORIZATION OF THE PREPARATION OF DOCUMENTS
NECESSARY FOR THE ISSUANCE OF TAX ALLOCATION REFUNDING
BONDS AND TAKING RELATED ACTIONS.
Ms. Moore explained that in May the County requested the Agency take a look at
refunding, or as discussed, refinancing the debt of the Successor Agency. There
is roughly $268 million in bonds outstanding. The County made the request to see
if the Agency could take advantage of the current low bond market, and as part of
dissolution law, the Agency could not refund this debt if there was not a savings.
Staff made preliminary evaluations and attached to the staff report is the Plan of
Refunding and Savings Analysis, which indicates there would be savings of $1.8
million annually. This amount would accrue in a manner dictated by the County
and Health & Safety Code with respect to the taxing entities. The payments will
continue to come from the former agency tax increment, just as they have been,
but now they will obviously be Tess. She noted that many members of the
financing team are available to answer detail or specific questions, including Bond
Counsel from Richard Watson & Gershon, Disclosure Counsel from Best, Best &
Krieger, Del Rio Advisors, Ken Dieker the financial analyst, and Jim Cervantez
who is the underwriter.
Director Jonathan said he studied the staff report and Bond Counsel answered all
his questions. He added that this will bring an annual savings of $2 million for a
total of $49 million, but not to the City of Palm Desert. However, the City will
benefit $80,000 a year. It is a real savings and the other taxing entities will benefit
from it as well. He said this was like refinancing your home for a lower rate, so he
would be in favor.
Director Jonathan moved to, by Minute Motion, authorize preparation of documents
necessary for the issuance of Tax Allocation Refunding Bonds and related actions (including
authorizing the Executive Director and the Finance Officer to take ancillary actions to effectuate
the preparation of the necessary documents).
Director Tanner admitted he didn't completely understand everything that was
involved, stating he's dealt with bonding in the construction industry, but nothing
quite like this. The explanations he received proved to him the Agency was doing
the right thing, and he gave credit to Interim City Manager Justin McCarthy for
bringing this item to his attention and thanked everyone involved with it.
Director Tanner seconded the motion and it carried by a 4-0 vote (AYES: Jonathan,
Tanner, Weber, and Harnik; NOES: None; ABSENT: Spiegel).
3
RESOLUTION NO. OB-157
MINUTES
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY MEETING
SEPTEMBER 22, 2016
X. CONTINUED BUSINESS
None
XI. OLD BUSINESS
None
XII. PUBLIC HEARINGS
None
XIII. REPORTS, REMARKS, SUCCESSOR AGENCY BOARD ITEMS REQUIRING ACTION
A. EXECUTIVE DIRECTOR
Mr. McCarthy noted this was his last City Council and Successor Agency meeting,
stating that going out on a high note was always a smart thing. He thanked the
City Council for the opportunity to serve Palm Desert and City staff for their
support. He said it was fun coming back and re -associating with some old friends.
He went on to say he had confidence in the new City Manager Lauri Aylaian who
was in the audience, adding that the City was in good hands and it had many good
things moving forward.
Mayor Pro Tem Harnik thanked Mr. McCarthy for everything he's done for the City
and the community, stating he was the right person at the right time.
Councilman Jonathan added that not only did Mr. McCarthy kept things going, he
took the City beyond and forward, which is highly appreciated.
B. SUCCESSOR AGENCY COUNSEL
Mr. Hargreaves echoed the sentiment of the Council, and thanked Mr. McCarthy
for foregoing his time at the beach in the middle of the summer to help Palm
Desert sort things out, and he will be missed.
C. CHAIR AND MEMBERS OF THE SUCCESSOR AGENCY
None
4
RESOLUTION NO. OB-157
MINUTES
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY MEETING
XIV. ADJOURNMENT
SEPTEMBER 22, 2016
With Successor Agency Board concurrence, Vice Chair Harnik adjoumed the meeting at
6:41 p.m.
ATTEST:
ED. KLASSEN, RETARY
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY
JAN C. HARNIK, VICE CHAIR
5
RESOLUTION NO. OB - 157
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RESOLUTION NO. OB-157
MINUTES
REGULAR MEETING OF THE
BOARD OF DIRECTORS OF THE SUCCESSOR AGENCY
TO THE PALM DESERT REDEVELOPMENT AGENCY
THURSDAY, OCTOBER 13, 2016
CIVIC CENTER COUNCIL CHAMBER
73510 FRED WARING DRIVE, PALM DESERT, CA 92260
I. CALL TO ORDER - 3:00 P.M.
Chair Spiegel convened the meeting at 3:00 p.m.
II. ROLL CALL
Present:
Vice Chair Jan C. Harnik
Director Sabby Jonathan
Director Van G. Tanner
Director Susan Marie Weber
Chair Robert A. Spiegel
Also Present:
Laurie Aylaian,City Manager
Robert W. Hargreaves, City Attorney
William L. Strausz, Successor Agency Counsel
Rudy P. Acosta, Assistant City Manager
Rachelle D. Klassen, City Clerk
Russell Grance, Director of Building & Safety
Ryan Stendell, Director of Community Development
Martin Alvarez, Director of Economic Development
Janet M. Moore, Director of Finance/City Treasurer
Mark Greenwood, Director of Public Works
Frankie Riddle, Director of Special Programs
Stephen Y. Aryan, Risk Manager
John Cortez, Battalion Chief, Palm Desert Fire/Riverside Co. Fire Dept./Cal Fire
Anthony Baur, Asst. Chief, Palm Desert Police/Riverside Co. Sheriffs Department
Grace L. Mendoza, Deputy City Clerk
RESOLUTION NO. OB-157
MINUTES
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY MEETING
OCTOBER 13, 2016
11I. ADJOURN TO CLOSED SESSION
Request for Closed Session:
None
With Successor Agency Board concurrence, Chair Spiegel adjourned the meeting to
Closed Session of the City Council at 3:04 p.m. He reconvened the meeting at 4:01 p.m.
IV. RECONVENE REGULAR MEETING - 4:00 P.M.
A. REPORT ON ACTION FROM CLOSED SESSION.
None
V. AWARDS, PRESENTATIONS, AND APPOINTMENTS
None
VI. CONSENT CALENDAR
A. MINUTES of the September 22, 2016, Regular Meeting of the Board of Directors
of the Successor Agency to the Palm Desert Redevelopment Agency.
Rec: Approve as presented.
B. CLAIMS AND DEMANDS AGAINST SUCCESSOR AGENCY TREASURY -
Warrants Dated 9/16/2016 and 9/23/2016.
Rec: Approve as presented.
On a motion by Harnik, second by Weber, and 5-0 vote of the Board of Directors of the
Successor Agency (AYES: Harnik, Jonathan, Tanner, Weber, and Spiegel; NOES: None), the
Consent Calendar was approved as presented.
VII. CONSENT ITEMS HELD OVER
None
VIII. RESOLUTIONS
None
2
RESOLUTION NO. OB-157
MINUTES
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY MEETING
IX. NEW BUSINESS
OCTOBER 13, 2016
A. REQUEST FOR APPROVAL OF THE SUCCESSOR AGENCY'S ISSUANCE OF
HOUSING TAXALLOCATION REFUNDING (HOUSING) AND TAXALLOCATION
REFUNDING (NON -HOUSING) BONDS, AND TAKING RELATED ACTIONS.
Ms. Moore recalled for the Agency Board that at the last meeting it authorized staff
to prepare documents for this refunding, and these indentures, which are similar
to loan agreements, are the beginning documents for that process. Also, there is
a savings analysis attached to the staff report that is the same as the one passed
at the last meeting. She added that the Agency can only refund in the event there
is savings, and there is. The Oversight Board will hear this same request on
Monday, and if approved, it will be forwarded to the Department of Finance (DOF).
She noted that the consultants were available to answer questions.
Ms. Aylaian shared there was a memo distributed to the Council this morning that
had additional background or supporting information regarding the selection of the
consultants for this work.
Vice Chair Harnik moved to waive further reading and adopt Resolution Nos.:
1) SA -RDA 059, approving the Successor Agency's issuance of Tax Allocation Refunding
(Housing) Bonds and taking related actions, including authorizing the Executive Director,
Finance Officer, and other Successor Agency officers to take ancillary actions and execute
documents to effectuate the purposes of the Resolution; 2) SA -RDA 060, approving the
Successor Agency's issuance of Tax Allocation Refunding (Non -Housing) Bonds and taking
related actions, including authorizing the Executive Director, Finance Officer, and other
Successor Agency officers to take ancillary actions and execute documents to effectuate the
purposes of the Resolution. Motion was seconded by Jonathan and carried by a 5-0 vote
(AYES: Harnik, Jonathan, Tanner, Weber, and Spiegel; NOES: None).
X. CONTINUED BUSINESS
None
XI. OLD BUSINESS
None
XII. PUBLIC HEARINGS
None
3
RESOLUTION NO. OB-157
MINUTES
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY MEETING
OCTOBER 13, 2016
XIII. REPORTS, REMARKS, SUCCESSOR AGENCY BOARD ITEMS REQUIRING ACTION
A. EXECUTIVE DIRECTOR
None
B. SUCCESSOR AGENCY COUNSEL
None
C. CHAIR AND MEMBERS OF THE SUCCESSOR AGENCY
None
XIV. ADJOURNMENT
With Successor Agency Board concurrence, Chair Spiegel adjourned the meeting at
5:04 p.m.
ATTEST:
RA Lr E D. LASSEN, C
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY
ROBER A. SP e' I, CHAIR
4
RESOLUTION NO. OB-157
MINUTES
REGULAR MEETING OF THE
BOARD OF DIRECTORS OF THE SUCCESSOR AGENCY
TO THE PALM DESERT REDEVELOPMENT AGENCY
THURSDAY, OCTOBER 27, 2016
CIVIC CENTER COUNCIL CHAMBER
73510 FRED WARING DRIVE, PALM DESERT, CA 92260
I. CALL TO ORDER - 3:00 P.M.
Chair Spiegel convened the meeting at 3:00 p.m.
II. ROLL CALL
Present:
Vice Chair Jan C. Harnik
Director Sabby Jonathan
Director Van G. Tanner
Director Susan Marie Weber
Chair Robert A. Spiegel
Also Present:
Lauri Aylaian, Executive Director
Robert W. Hargreaves, City Attorney
Rudy P. Acosta, Assistant City Manager
Rachelle D. Klassen, City Clerk
Russell Grance, Director of Building & Safety
Ryan Stendell, Director of Community Development
Martin Alvarez, Director of Economic Development
Janet M. Moore, Director of Finance/City Treasurer
Lori Carney, Director of Human Resources
Mark Greenwood, Director of Public Works
Frankie Riddle, Director of Special Programs
Stephen Y. Aryan, Risk Manager
Bo Chen, City Engineer
Dan Talbot, Division Chief, Palm Desert Fire/Riverside Co. Fire Dept./Cal Fire
Anthony Baur, Asst. Chief, Palm Desert Police/Riverside Co. Sheriffs Department
Sgt. David Adams, Palm Desert Police/Riverside Co. Sheriffs Department
Grace L. Mendoza, Deputy City Clerk
RESOLUTION NO. OB-157
MINUTES
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY MEETING
III. ADJOURN TO CLOSED SESSION
Request for Closed Session:
None
OCTOBER 27, 2016
With Successor Authority Board concurrence, Chair Spiegel adjourned the meeting to
Closed Session of the City Council at 3:02 p.m. He reconvened the meeting at 4:01 p.m.
IV. RECONVENE REGULAR MEETING - 4:00 P.M.
A. REPORT ON ACTION FROM CLOSED SESSION.
None
V. AWARDS, PRESENTATIONS, AND APPOINTMENTS
None
VI. CONSENT CALENDAR
A. MINUTES of the October 13, 2016, Regular Meeting of the Board of Directors of
the Successor Agency to the Palm Desert Redevelopment Agency.
Rec: Approve as presented.
B. CLAIMS AND DEMANDS AGAINST SUCCESSOR AGENCY TREASURY -
Warrants Dated 10/7/2016 and 10/14/2016.
Rec: Approve as presented.
C. COMPLIANCE ANALYSIS AND INVESTMENT REPORTS forthe Months of June,
July, and August 2016 (Joint Consideration with the Palm Desert
City Council).
Rec: Receive and file.
Upon motion by Tanner, second by Weber, and 5-0 vote of the Board of Directors of the
Successor Agency (AYES: Harnik, Jonathan, Tanner, Weber, and Spiegel; NOES: None), the
Consent Calendar was approved as presented.
2
RESOLUTION NO. OB-157
MINUTES
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY MEETING
OCTOBER 27, 2016
VII. CONSENT ITEMS HELD OVER
None
VIII. RESOLUTIONS
None
IX. NEW BUSINESS
None
X. CONTINUED BUSINESS
None
XI. OLD BUSINESS
None
XII. PUBLIC HEARINGS
None
XIII. REPORTS, REMARKS, SUCCESSOR AGENCY BOARD ITEMS REQUIRING ACTION
A. EXECUTIVE DIRECTOR
None
B. SUCCESSOR AGENCY COUNSEL
None
C. CHAIR AND MEMBERS OF THE SUCCESSOR AGENCY
None
3
RESOLUTION NO. OB-157
MINUTES
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY MEETING
XIV. ADJOURNMENT
OCTOBER 27, 2016
With Successor Agency Board concurrence, Chair Spiegel adjourned the meeting at
5:08 p.m.
ATTEST:
RA
EL1E D. KLASSEN 'ECRETARY
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY
4
RESOLUTION NO. OB-157
MINUTES
REGULAR MEETING OF THE
BOARD OF DIRECTORS OF THE SUCCESSOR AGENCY
TO THE PALM DESERT REDEVELOPMENT AGENCY
THURSDAY, NOVEMBER 10, 2016
CIVIC CENTER COUNCIL CHAMBER
73510 FRED WARING DRIVE, PALM DESERT, CA 92260
I. CALL TO ORDER - 3:00 P.M.
Chair Spiegel convened the meeting at 3:00 p.m.
II. ROLL CALL
Present:
Vice Chair Jan C. Harnik
Director Sabby Jonathan
Director Van G. Tanner
Director Susan Marie Weber
Chair Robert A. Spiegel
Also Present:
Lauri Aylaian, Executive Director
Robert W. Hargreaves, City Attorney
Rudy P. Acosta, Assistant City Manager
Rachelle D. Klassen, Secretary
Russell Grance, Director of Building & Safety
Ryan Stendell, Director of Community Development
Janet M. Moore, Director of Finance/City Treasurer
Lori Carney, Director of Human Resources
Mark Greenwood, Director of Public Works
Frankie Riddle, Director of Special Programs
John Cortez, Battalion Chief, Palm Desert Fire/Riverside Co. Fire Dept./Cal Fire
Anthony Baur, Asst. Chief, Palm Desert Police/Riverside Co. Sheriffs Department
Grace L. Mendoza, Deputy City Clerk
III. ADJOURN TO CLOSED SESSION
Request for Closed Session:
None
RESOLUTION NO. OB-157
MINUTES
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY MEETING
NOVEMBER 10, 2016
With Successor Agency Board concurrence, Chair Spiegel adjourned the meeting to
Closed Session of the City Council and Housing Authority at 3:00 p.m. He reconvened
the meeting at 4:02 p.m.
IV. RECONVENE REGULAR MEETING - 4:00 P.M.
A. REPORT ON ACTION FROM CLOSED SESSION.
None
V. AWARDS, PRESENTATIONS, AND APPOINTMENTS
None
VI. CONSENT CALENDAR
A. MINUTES of the October 27, 2016, Regular Meeting of the Board of Directors of
the Successor Agency to the Palm Desert Redevelopment Agency.
Rec: Approve as presented.
B. CLAIMS AND DEMANDS AGAINST SUCCESSOR AGENCY TREASURY -
Warrants Dated 10/21/2016 and 10/28/2016.
Rec: Approve as presented.
Upon motion by Tanner, second by Weber, and 5-0 vote of the Board of Directors of the
Successor Agency (AYES: Harnik, Jonathan, Tanner, Weber, and Spiegel; NOES: None), the
Consent Calendar was approved as presented.
VII. CONSENT ITEMS HELD OVER
None
VIII. RESOLUTIONS
None
IX. NEW BUSINESS
None
2
RESOLUTION NO. OB-157
MINUTES
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY MEETING
NOVEMBER 10, 2016
X. CONTINUED BUSINESS
None
XI. OLD BUSINESS
None
XII. PUBLIC HEARINGS
None
XIII. REPORTS, REMARKS, SUCCESSOR AGENCY BOARD ITEMS REQUIRING ACTION
A. EXECUTIVE DIRECTOR
None
B. SUCCESSOR AGENCY COUNSEL
None
C. CHAIR AND MEMBERS OF THE SUCCESSOR AGENCY
None
XIV. ADJOURNMENT
With Successor Agency Board concurrence, Chair Spiegel adjourned the meeting at
5:55 p.m.
ATTEST:
IWO
vir
RAC j LLE D: KLASSEr (SECRETARY
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY
3
RESOLUTION NO. OB - 157
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RESOLUTION NO. OB-157
MINUTES
REGULAR MEETING OF THE
BOARD OF DIRECTORS OF THE SUCCESSOR AGENCY
TO THE PALM DESERT REDEVELOPMENT AGENCY
THURSDAY, DECEMBER 8, 2016
CIVIC CENTER COUNCIL CHAMBER
73510 FRED WARING DRIVE, PALM DESERT, CA 92260
I. CALL TO ORDER - 3:00 P.M.
Chair Spiegel convened the meeting at 3:00 p.m.
I1. ROLL CALL
Present:
Vice Chair Jan C. Harnik
Director Sabby Jonathan
Director Van G. Tanner
Director Susan Marie Weber
Chair Robert A. Spiegel
Present at 4:00 p.m. Reconvening:
Director -elect Kathleen Kelly
Director -elect Gina Nestande
Also Present:
Lauri Aylaian, Executive Director
Robert W. Hargreaves, City Attorney
William W. Strausz, Successor Agency Counsel
Rudy P. Acosta, Assistant City Manager
Rachelle D. Klassen, Secretary
Russell Grance, Director of Building & Safety
Ryan Stendell, Director of Community Development
Martin Alvarez, Director of Economic Development
Janet M. Moore, Director of Finance/City Treasurer
Lori Carney, Director of Human Resources
Mark Greenwood, Director of Public Works
Frankie Riddle, Director of Special Programs
Stephen Y. Aryan, Risk Manager
Anthony Baur, Asst. Chief, Palm Desert Police/Riverside Co. Sheriffs Department
Grace L. Mendoza, Deputy City Clerk
RESOLUTION NO. OB-157
MINUTES
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY MEETING
III. ADJOURN TO CLOSED SESSION
Reauest for Closed Session:
None
DECEMBER 8, 2016
With Successor Agency Board concurrence, Chair Spiegel adjourned the meeting to
Closed Session of the City Council at 3:01 p.m. He reconvened the meeting at 4:02 p.m.
IV. RECONVENE REGULAR MEETING - 4:00 P.M.
A. REPORT ON ACTION FROM CLOSED SESSION.
None
V. AWARDS, PRESENTATIONS, AND APPOINTMENTS
None
NOTE: During the Palm Desert City Council Meeting conducted immediately prior to this
Successor Agency Meeting, declaration of the 2016 General Municipal Election was made,
reorganization of the City Council and annual Mayoral Rotation occurred, with Jan C.
Harnik being appointed as Mayor for the coming year and Sabby Jonathan appointed as
Mayor Pro Tem (Chair and Vice Chair of the Successor Agency Board, respectively), and
the rest of the roster was set, including Directors Kathleen Kelly, Gina Nestande, and
Susan Marie Weber.
VI. CONSENT CALENDAR
A. MINUTES of the November 10 and November 24, 2016, Regular Meeting of the
Board of Directors of the Successor Agency to the Palm Desert Redevelopment
Agency.
Rec: Approve as presented.
B. CLAIMS AND DEMANDS AGAINST SUCCESSOR AGENCY TREASURY -
Warrants Dated 11/4/2016, 11/10/2016, and 11/18/2016.
Rec: Approve as presented.
2
RESOLUTION NO. OB-157
MINUTES
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY MEETING
DECEMBER 8, 2016
C. COMPLIANCE ANALYSIS AND INVESTMENT REPORTS for the Month of
September 2016 (Joint Consideration with the Palm Desert City Council).
Rec: Receive and file.
Upon motion by Weber, second by Jonathan, and 5-0 vote of the Board of Directors of
the Successor Agency (AYES: Jonathan, Kelly, Nestande, Weber, and Hamik; NOES: None),
the Consent Calendar was approved as presented.
Vil. CONSENT ITEMS HELD OVER
None
VIII. RESOLUTIONS
None
IX. NEW BUSINESS
None
X. CONTINUED BUSINESS
None
X1. OLD BUSINESS
A. REQUEST FOR APPROVAL OF THE EXECUTION AND DELIVERY OF A BOND
PURCHASE CONTRACT, AN OFFICIAL STATEMENT, AN ESCROW
AGREEMENT, AND OTHER DOCUMENTS IN CONNECTION WITH THE
SUCCESSOR AGENCY'S ISSUANCE EACH OF TAX ALLOCATION
REFUNDING HOUSING AND NON -HOUSING BONDS, AND TAKING RELATED
ACTIONS — 2017 SERIES H-B AND 2017 SERIES B, RESPECTIVELY.
Ms. Moore explained this was the next step in the refunding debt for the Successor
Agency, pointing out there is a number of agreements described in the staff report,
but she can address any questions the Board may have, adding that the
consultants were available as well. She said the Agency received Department of
Finance (DOF) approval; therefore, the Agency can move forward. Staff hopes the
issue will be sold in the middle of January, but that will depend on timing and
based on issues that come up over that time. The bond market has moved away
a little bit, but it will be reviewed as this process moves forward into January to
ensure the optimal decision is made. Additionally, there is the option to pull issues
3
RESOLUTION NO. OB-157
MINUTES
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY MEETING
DECEMBER 8, 2016
out of this full refunding in the event there is not a savings, but there has to be in
order for the Successor Agency to issue refunding debt
Vice Chair Jonathan questioned to what extent would the Agency be impacted by
the rising rates.
MR. KEN DIEKER, Del Rio Advisors, explained that when they started down this
process there was approximately $49 million of total savings over the life of the
bonds, but since the Election, rates have moved up significantly; the market has
been volatile. However, in the last three days the market has come down 30 base
points in rates. He said that the approximate savings when the staff report was
submitted was about $35 million and it's down to $32 million today. The net
present value savings on the non -housing side is approximately 8% and on the
housing it's 4%. Therefore, it's still above the minimum 3% threshold, but they will
be watching it very closely and look at each transaction individually as they move
into January.
Director Nestande noted she and Director Kelly met with the advisors and all their
questions were answered.
Vice Chair Jonathan moved to waive further reading and adopt: 1) Resolution
No. SA- DA 061, authorizing the execution and delivery of a Bond Purchase Contract, an Official
Statement, and Escrow Agreement, and other documents in connection with the Successor
Agency's issuance of Tax Allocation Refunding (Housing) Bonds, and taking related actions;
2) Resolution No. SA -RDA 062, authorizing the execution and delivery of a Bond Purchase
Contract, an Official Statement, and Escrow Agreement, and other documents in connection with
the SuccessorAgency's issuance of Tax Allocation Refunding (Non -Housing) Bonds, and taking
related actions. Motion was seconded by Weber and carried by a 5-0 vote (AYES: Jonathan,
Kelly, Nestande, Weber, and Harnik; NOES: None).
XII. PUBLIC HEARINGS
None
XIII. REPORTS, REMARKS, SUCCESSOR AGENCY BOARD ITEMS REQUIRING ACTION
A. EXECUTIVE DIRECTOR
None
B. SUCCESSOR AGENCY COUNSEL
None
4
RESOLUTION NO. OB-157
MINUTES
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY MEETING
C. CHAIR AND MEMBERS OF THE SUCCESSOR AGENCY
None
XIV. ADJOURNMENT
DECEMBER 8, 2016
With Successor Agency Board concurrence, Chair Harnik adjourned the meeting at
6:46 p.m.
ATTEST:
HELLE D. KLASSEN, $'ECRETARY
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY
(1 /..L/u_
JAN C. HARNIR, CHAIR
5
RESOLUTION NO. OB - 157
[THIS PAGE LEFT INTENTIONALLY BLANK.]
RESOLUTION NO. OB - 157
A RESOLUTION OF THE OVERSIGHT BOARD OF DIRECTORS OF THE
SUCCESSOR AGENCY TO THE PALM DESERT REDEVELOPMENT AGENCY,
RECEIVING AND FILING MINUTES OF THE SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY MEETINGS OF SEPTEMBER 22,
OCTOBER 13, OCTOBER 27, NOVEMBER 10, AND DECEMBER 8, 2016
RECITALS:
A. Pursuant to Health and Safety Code Section 34179(3), all actions taken by the Oversight
Board of the Successor Agency to the Palm Desert Redevelopment Agency (the "Oversight Board")
shall be adopted by resolution.
B. There has been presented to this Oversight Board for approval, receiving and filing of
Minutes of the Successor Agency to the Palm Desert Redevelopment Agency Meetings of
September 22, October 13, October 27, November 10, and December 8, 2016.
NOW, THEREFORE, THE OVERSIGHT BOARD OF THE SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY HEREBY FINDS, DETERMINES, RESOLVES, AND
ORDERS AS FOLLOWS:
Section 1. The above recitals are true and correct and are a substantive part of this
Resolution.
Section 2. The Oversight Board hereby approves receiving and filing Minutes of the
Successor Agency to the Palm Desert Redevelopment Agency Meetings of September 22, October 13,
October 27, November 10, and December 8, 2016, which are made a part hereof and attached hereto
as "Exhibit 'A'."
Section 3. The staff of the Successor Agency is hereby directed to provide the State
Department of Finance ("DOF") written notice and information regarding the action taken by the
Oversight Board in Section 2 of this Resolution. Such notice and information shall be provided by
electronic means and in a manner of DOF's choosing.
Section 4. The officers of the Oversight Board and staff of the Successor Agency are hereby
authorized and directed, jointly and severally, to do any and all things that they may deem necessary
or advisable to effectuate this Resolution.
PASSED, APPROVED, AND ADOPTED this day of , 2016.
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST:
ROBERT A. SPIEGEL, CHAIR
D u� son xQ tJT\
-Wfod BY OVERSIGHT BOARD
ON I —3f7—I'i
RACHELLE D. KLASSEN, SECRETARY
OVERSIGHT BOARD OF THE SUCCESSOR AGENCY VERIFIED B 1
TO THE PALM DESERT REDEVELOPMENT AGENCY Original on file with City Clerles Off