HomeMy WebLinkAbout2004-02-26MINUTES
REGULAR PALM DESERT REDEVELOPMENT AGENCY MEETING
THURSDAY, FEBRUARY 26, 2004
CIVIC CENTER COUNCIL CHAMBER
I. CALL TO ORDER - 3:00 P.M.
Chairman Spiegel convened the meeting at 3:01 p.m.
II. ROLL CALL
Present:
Member Jean M. Benson
Vice Chairman Buford A. Crites
Member Jim Ferguson
Member Richard S. Kelly
Chairman Robert A. Spiegel
Also Present:
Homer Croy, Acting City Manager
David J. Erwin, City Attorney
Sheila R. Gilligan, ACM for Community Services
Justin McCarthy, ACM for Redevelopment
Rachelle D. Klassen, City Clerk
Mark Greenwood, City Engineer
Philip Drell, Director of Community Development
Paul S. Gibson, Director of Finance/City Treasurer
Teresa L. La Rocca, Director of Housing
Michael J. Errante, Director of Public Works
David Yrigoyen, Director of Redevelopment
Robert P. Kohn, Director of Special Programs
III. ADJOURN TO CLOSED SESSION
Request for Closed Session:
Conference with Real Property Negotiator pursuant to Government Code
Section 54956.8:
1) Property: APN 634-241-033-8 (43-775 Kelsey Court)
Negotiating Parties:
Agency: Justin McCarthy/Teresa La Rocca/
Palm Desert Redevelopment Agency
Property Owner: Banca Financial
Under Negotiation: x Price x Terms of Payment
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PALM DESERT REDEVELOPMENT AGENCY MEETING FEBRUARY 26, 2004
With Agency Board concurrence, Chairman Spiegel adjourned the meeting to
Closed Session at 3:02 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 Regular Meeting of the Redevelopment Agency of
February 12, 2004
Rec: Approve as presented.
B. CLAIMS AND DEMANDS AGAINST THE AGENCY TREASURY - Warrant
Nos. 157RDA, 159RDA, 162RDA, 164RDA, 166RDA, 169RDA,
160-Housing, 162-Housing, 167-Housing, 170-Housing, 161HA, and 171 HA.
Rec: Approve as presented.
C. REQUEST FOR AUTHORIZATION to Contract for Services for Maintenance
of the Public Improvements at Entrada del Paseo (Joint Consideration with
the Palm Desert City Council).
Rec: By Minute Motion, authorize Change Orders to the existing contracts
with : 1) Southwest Aquatics, Palm Desert, California, in the amount
of $2,975 for maintenance of the water feature at Entrada del Paseo;
2) M & M Sweeping, Inc., Thousand Palms, California, in the amount
of $2,100 for weekly sweeping of the parking lots at
Entrada del Paseo — funds are available in the Capital Budget for the
current fiscal year (Account No. 850-4358-433-4001).
Upon motion by Ferguson, second by Crites, the Consent Calendar was approved
as presented by a 5-0 vote.
VII. CONSENT ITEMS HELD OVER
None
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PALM DESERT REDEVELOPMENT AGENCY MEETING FEBRUARY 26, 2004
VIII. RESOLUTIONS
— None
IX. NEW BUSINESS
A. REQUEST FOR AUTHORIZATION TO ACQUIRE PROPERTY KNOWN AS
43-830 YELLOW SAGE DRIVE (APN 634-062-017).
Member Kelly suggested that the Agency consider holding any Desert Rose
properties that become available for sale until such time as it is known what
is going to be done so that if residents have to be relocated, there will be
Desert Rose property to relocate them in.
Director of Housing Teresa LaRocca noted that legal counsel was looking at
the Unit Regulatory Agreement because the City does not allow property
owners to rent their units. She said if the City starts renting units, questions
may come up as to why residents cannot do the same.
Member Ferguson said it was noted in Closed Session a strong desire to buy
back these units.
Ms. LaRocca responded that that would be done whenever possible and as
quickly as possible. She said staff would have a full report to the Agency
Board at the next meeting.
Member Ferguson moved to, by Minute Motion: 1) Authorize acquisition of the
subject propertyforthe purpose of retaining affordability covenants and resale; 2) authorize
the Executive Director to execute any documents necessary to facilitate this acquisition —
funds are available in the Acquisition, Rehab, Resale Budget, with additional direction to
staff that any Desert Rose properties that become available in the future should be held
by the Agency for further action for the purpose of potential resident relocation. Motion
was seconded by Kelly and carried by a 5-0 vote.
B. REQUEST FOR AWARD OF CONTRACT FOR CONSTRUCTION OF A
STORAGE FACILITY FOR THE EL PASEO COURTESY CARTS TO BE
LOCATED ON THE FIRST FLOOR OF THE GARDENS ON EL PASEO
PARKING STRUCTURE (CONTRACT NO. R21810).
Member Ferguson moved to, by Minute Motion: 1) Award the subject contract to
James E. Simon Company, Indio, California, in the amount of $24,800; 2) authorize the
Chairman to execute said contract; 3) authorize the Finance Director to set aside the
amount of $2,480 as a 10% contingency (use of contingency requires additional action) for
this project — funds are available in Account No. 850-4416-414-3681. Motion was
seconded by Benson and carried by a 5-0 vote.
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PALM DESERT REDEVELOPMENT AGENCY MEETING FEBRUARY 26, 2004
C. REQUEST FOR APPROVAL OF A JOINT POWERS AGREEMENT
BETWEEN THE COACHELLA VALLEY HOME -PURCHASE FINANCE
AUTHORITY AND THE PALM DESERT REDEVELOPMENT AGENCY
(CONTRACT NO. R22410).
MR. JOHN WOHLMUTH, Executive Director of the Coachella Valley
Association of Governments, stated that CVAG had been looking into the
rapid increase in median home prices in the Coachella Valley which, in the
past year, had increased 22%. At the same time, affordability had dropped
by 5%, and median household income was not keeping up with median
home price. He said this was referred to CVAG by the City of Palm Desert
after discussing a consortium concept and dealing with banks that really
wanted a Valley -wide program primarily because banks have service areas
which are not necessarily where the branches are located. The service
areas of most of the banks in the Coachella Valley included all the way to
Blythe. He noted documents included in the Council packets (on file in the
City Clerk's office). He said they had also been meeting with financial
institutions, and eight banks would be depositing $2.35 million if the
consortium and the Joint Powers Agreement (JPA) is set up. Of that
amount, $200,000 was set aside for loan loss reserve. In the event there are
foreclosures, the loan Toss reserve is tapped and any losses could be paid
out of that fund if there are losses to that home and the consortium has to
pick up the second. The concept of this program was a 75% first trust deed
carried by the eight banks on a rotating basis depending on the deposits,
with a 25% second trust deed to be funded by the consortium and repaid by
the homeowners. He said the second trust deed would be at or below the
first trust deed, and the program was for moderate income families. It was
basically marketed at 80-120% of County median, which would get a family
with approximately $40,000 to $60,000 income into a home at approximately
$200,000-$250,000, although there were very few homes in the Coachella
Valley that matched that market now. One question raised was whether
these would be new homes or existing homes, and he said CVAG was not
in the home construction business but was rather in the finance business if
this business is approved. CVAG would essentially take the money from the
banks, turn it into second trust deeds, and the individuals who purchase the
homes pay back the second trust deeds similar to the first trust deeds. The
consortium would be used to make that happen. The program was designed
so that it would take limited staff at CVAG (10-20 hours per month) to
administer it, primarily because CVAG has contracts out there to do what is
necessary to run the consortium. Discussions had been held relative to
retaining Rancho Housing Alliance for loan origination and education, as one
of the important aspects of the program was that all individuals/applicants
would have to go through an education program before their application is
considered, with additional education on a yearly basis. He said there would
also be a servicing agreement, probably with a private sector company, to
service all of these loans. As the homeowner pays the first trust deed and
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PALM DESERT REDEVELOPMENT AGENCY MEETING FEBRUARY 26, 2004
the second trust deed, this company would handle all of the servicing.
Mr. Wohlmuth noted that CVAG potentially would make some money to
cover their costs, approximately $80,000 per year, and the business plan
was included in the Council packets. That money would be split with
approximately $40,000 per year for the contracts and $40,000 per year for
staff overhead, depending on how many homes are sold.
MR. WOHLMUTH noted that they would be going to all of the City Councils
in the various Valley cities and in Blythe to see if they will participate in the
program. Once they had all of the cities who want to participate, they will go
back to the banks and ask if it is enough city participation to warrant a
program. He said the Cities of Coachella and Blythe had already approved
the program. The City of Indio had yet to agree to participate, and Desert
Hot Springs Council would be discussing it next week. If La Quinta and Indio
perhaps do not participate in this program, it will probably be turned over to
another entity because some of consortium banks perhaps will not deposit
their funds into the consortium without those two large cities.
He stated that when this issue was discussed by CVAG's committees and
Executive Committee, one of the concerns was the risk in the program. In
addressing the risk, they looked not only at the $200,000 loan loss reserve
but the JPA was designed so that in the event the losses exceed $200,000,
the agent bank (Pomona First Federal in this case) will take over the program
and administer the rest of the program. The JPA will simply be folded up at
that point, and Pomona First Federal would carry out the program and decide
whether there will be continued consortiums. He noted the back of the
handout discussed the real estate market in the Coachella Valley, specifically
in Palm Desert, as well as southern California and the State of California,
and this would give Council an idea of what is happening in the State. He
offered to answer any questions.
Member Kelly said he was very much in favor of this program; however, in
case enough cities do not approve the program, he felt it would be good if
the City of Palm Desert somehow was involved because he would hate to
see someone else take it over. He asked what the City of Palm Desert could
do to make sure it stays involved in the program in the event there are not
enough cities participating.
MR. WOHLMUTH stated it was his feeling the Cities of Indian Wells and
Rancho Mirage probably would not participate in the JPA, but the banks
were not really concerned about those two cities not participating, especially
Indian Wells, because of the probability of having moderate income home
prices in Indian Wells. Rancho Mirage does have a census area that has
more than they thought of moderate income home prices. However, his
suggestion was that if the banks do not want to participate after it is
determined how many jurisdictions and CVAG will participate, the City of
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PALM DESERT REDEVELOPMENT AGENCY MEETING FEBRUARY 26, 2004
Palm Desert could join into a partnership with someone like Rancho Housing
Alliance that could do this program and do it Valley -wide.
Ms. LaRocca added that staff was currently in the process of developing a
first-time home buyer program for the City of Palm Desert. It will focus on
the high end of the low income spectrum rather than moderate, but the
moderate could be included as well. She said that program should be
coming to Council very shortly for review and consideration.
Member Ferguson noted the table on page 15 of the report and said it looked
like among all of the cities there were 14,756 households in the moderate
income gap. Taking the loss scenario example on Item 8A, a typical home
was at $200,000, and if all of these households were to fund (which he knew
they would not), that would be $3 billion. 25% of that is $737 million, and he
questioned securing that with a loss reserve of $200,000.
MR. WOHLMUTH stated that the banks would deposit $2.35 million, which
carries the 25% seconds. Assuming that all of the banks would participate
and there is actually $2.15 million as the 25% seconds, that is all the
consortium has, and that will deliver approximately 40 homes can be
assisted in the Coachella Valley under the first consortium. Once those 40
homes turn into mortgages, the banks would want to deposit more money.
Similar programs in Orange County and Claremont were on their second and
third consortiums. He said the deposits by the banks are limited to whatever
the deposits are, not necessarily how many moderate income homes are in
the Coachella Valley; it is limited to how much money there is in the
consortium.
Member Ferguson asked how much would come out of the City's pockets to
start this, and Mr. Wohlmuth responded the amount was zero. Member
Ferguson asked, if cities do not have to participate with any money, why the
cities of Indian Wells and Rancho Mirage would not participate.
MR. WOHLMUTH responded that it was his feeling that, philosophically, they
think the private sector should do this and that they essentially do not have
any homes so whatever the risk, albeit it slim, it is not worth it for them.
Member Ferguson said he had heard at one point months ago that Palm
Desert's City Manager was opposed to this program, and he asked whether
that had been resolved.
MR. WOHLMUTH responded that CVAG had actually come to the Palm
Desert City Council several months ago and discussed the program at that
point.
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PALM DESERT REDEVELOPMENT AGENCY MEETING FEBRUARY 26, 2004
Ms. LaRocca added that she did not believe Mr. Ortega was necessarily
opposed to the program. He was simply asking those questions being asked
tonight with respect to liability and risk.
With regard to those cities that think the private sector should do this,
Member Ferguson asked what a good argument was for why it needs to be
done.
MR. WOHLMUTH answered that with regard to the private sector, there are
programs out there, like an FHA program, which is approximately 3% down
plus 3% closing costs. The banks were offering this money to the
consortium to get CRA (Community Reinvestment Act) credits, so there was
something in it for the banks. He said he felt the cities might as well take
advantage of the Federal law that requires them to provide funds to the
communities and turn it into a program. That was the concept here. This
would provide assistance for someone who is making a decent salary but
does not have the savings to put down on a house. This program would
basically get them into a home for the closing costs. He added that it was
very difficult for people in this income bracket to be able to save enough for
a down payment, especially with the home prices increasing so much over
the last year and with the trend expected to continue along those lines as
long as the interest rates stay low. Upon question by Member Ferguson, he
said the $200,000 was one of the consortium banks making a deposit that
does not want to fund or to participate in first or second trust deeds, and they
do get CRA credit for that.
Member Ferguson asked if they had agreed to let us opt out if that $200,000
reserve were tapped out, with no further liability, and dissolve the authority.
MR. WOHLMUTH agreed. He said their regulators require them to deposit
money into the community, so they look at an organization like CVAG or
perhaps Palm Desert and say what is the possibility that the loan loss
reserve is tapped. They know what the foreclosure rate is. Pomona First
Federal estimated over the last five years that they had, in this segment of
the housing, a maximum of two foreclosures out of several thousand loans
in this housing price range. One of the concerns of Pomona First Federal
was the higher end market, where people are actually able to walk away from
a home that may have gotten more than 80% financing for that home and the
market drops, and these people actually have a place to live, if it is a second
home, or find another place to live. The moderate income individual would
just have to get out of their home and rent something else. Their concern
was the foreclosure rate in the moderate income is nowhere near the
foreclosure rate at the high income, and they were willing to take that risk.
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PALM DESERT REDEVELOPMENT AGENCY MEETING FEBRUARY 26, 2004
Member Ferguson asked if a moderate home buyer could still utilize this
program to buy a home in Rancho Mirage even if the City of Rancho Mirage
does not participate in this program.
MR. WOHLMUTH replied that this concept was put into the JPA. He said in
his position as Executive Director of CVAG, he did not think individuals
should be able to utilize this program to buy a home in Rancho Mirage if that
city does not participate. He said he felt cities that participate should get the
benefits of the program for their communities.
Member Ferguson said what he was hearing was that they just need a
conduit to implement this program, and CVAG was selected. He asked
whether Palm Desert could do it if for some reason CVAG does not do it.
Ms. LaRocca stated that Palm Desert originally started this program by
looking for ways to provide first-time home buyers programs. Once staff
started to talk to the various banks and the consortium, staff realized that
what they needed was a large pool of potential buyers to draw from. One
city alone could not do it with a consortium concept.
Member Ferguson stated that if the City didn't have the same angst as the
Executive Director of CVAG did about benefitting other cities and just
wanting to help moderate home buyers, it could theoretically do the whole
Valley, and Ms. LaRocca agreed that, theoretically, it could be done.
Mr. McCarthy noted there might be a perception that the $200,000 loan loss
reserve went against the first deeds of trust; however, it only goes against
the seconds and only secures that $2.3 million. The lenders were actually
on the hook themselves for their first deeds of trust.
Chairman Spiegel asked why two of the Valley's largest banks, Bank of
America and Security Pacific, were not listed.
MR. WOHLMUTH responded that all of the potential banks that have service
area in the Coachella Valley had been invited to participate. He noted that
Bank of America does have its own program where they provide CRA credits
to communities, and they decided not to participate. He said one of the
things that Orange County, Claremont, and San Jose told them was that
there might be more banks on the second consortium if the JPA wants to
continue with this program after the first consortium. What happened in the
Orange County case was that they started with approximately eight banks
with the first consortium, and now they are up to 12 or 13 banks.
With regard to the escrow fees that are paid to the Finance Authority,
Member Ferguson asked if that was sufficient to cover the overhead at
CVAG to administer the authority, and Mr. Wohlmuth responded that it was
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PALM DESERT REDEVELOPMENT AGENCY MEETING FEBRUARY 26, 2004
sufficient. He said the escrow fees/closing costs were actually paid by the
home buyers.
Member Ferguson stated this was, then, an entirely revenue neutral program
at CVAG, funded by other people's money, and our only exposure was
$200,000 of some other banker's money.
MR. WOHLMUTH stated that our exposure is not the $200,000. If we go
above the $200,000, we simply fold the JPA. The $200,000 was a loan loss
reserve. The bank gets credit for depositing it, but if it has to be tapped, we
don't have to pay it back. The bank essentially gets credit for depositing it
in our account, and it is only used for loan loss reserve.
Member Ferguson asked if that loan Toss reserve would be supplemented
with the $43,000 per year we are supposed to be making. Mr. Wohlmuth
responded that was up to the JPA if they decide to do that at that point.
Member Crites moved to, by Minute Motion, approve the subject Joint Powers
Agreement by and between the Coachella Valley Home -Purchase Finance Authority and
the Palm Desert Redevelopment Agency for the purpose of creating a Valley -wide First
Time Home Buyer Program. Motion was seconded by Kelly and carried by a 5-0 vote.
X. CONTINUED BUSINESS
None
XI. OLD BUSINESS
None
XII. PUBLIC HEARINGS
None
XIII. REPORTS, REMARKS, AND AGENCY BOARD ITEMS REQUIRING ACTION
A. EXECUTIVE DIRECTOR
None
B. AGENCY COUNSEL
None
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PALM DESERT REDEVELOPMENT AGENCY MEETING FEBRUARY 26, 2004
C. CHAIRMAN AND MEMBERS OF THE AGENCY
1. Member Ferguson asked Mr. Gibson if he could, by March 2, provide
an analysis of the fiscal impacts of Proposition Nos. 57 and 58,
existing law, and the League of California Cities' initiative as to which
one would damage the City least.
XIV. ORAL COMMUNICATIONS - C
None
XV. ADJOURNMENT
Member Crites moved to adjourn the meeting at 6:20 p.m. to the Joint Study
Session on Friday, February 27, 2004, at 9:00 a.m. Motion was seconded by Benson and
carried by a 5-0 vote.
ATTEST:
ROBERT A. SPIE
C ELLE D. SSEN, SECRETARY
PALM DESERT REDEVELOPMENT AGENCY
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