HomeMy WebLinkAboutPA 4 Cmte - 10/19/09PALM DESERT REDEVELOPMENT AGENCY
CITIZENS' ADVISORY COMMITTEE FOR PROJECT AREA NO.4
MINUTES
OCTOBER 19, 2009
I. CALL TO ORDER
Chairman Benford convened the meeting at 3:00 p.m.
II. ROLL CALL
Present:
Fred Benford, Chairman
Roberta Grubb, Vice Chair
Russell Campbell, Member
Jane Daugherty, Member
Robert Duncan, Member
Kelly Litecky, Member
Javier Lopez, Member
Douglas Luhring, Member
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Original on file with City Clerk's Office
Staff Present:
Martin Alvarez, Redevelopment Manager
Lauri Aylaian, Director of Community Development
Mark Greenwood, P.E., Director of Public Works
Shawn Kilpatrick, Code Compliance Officer
Monica Loredo, Administrative Secretary
Justin McCarthy, ACM for Redevelopment
Ryan Stendell, Senior Management Analyst
Veronica Tapia, Accountant
Catherine Walker, Senior Management Analyst
Guests:
Richard Kelly, Councilmember
Robert Spiegel, Councilmember
Mari Schmidt, Planning Commissioner
Lt. Andrew Shouse, Palm Desert Police Department
ORAL COMMUNICATIONS
None
CITIZENS' ADVISORY COMMITTEE FOR PROJECT AREA NO.4
MINUTES
OCTOBER 19, 2009
IV. CONSENT CALENDAR
A. APPROVAL OF THE MINUTES OF THE CITIZENS' ADVISORY
COMMITTEE FOR PROJECT AREA NO. 4 MEETING OF
AUGUST 17, 2009.
Minutes of the meeting from August 17, 2009, were unanimously
approved as submitted by the Committee with Member Ash ABSENT,
B. APPROVAL OF THE MINUTES OF THE CITIZENS' ADVISORY
COMMITTEE FOR PROJECT AREA NO. 4 MEETING OF
SEPTEMBER 21, 2009.
Ms. Mari Schmidt, Planning Commissioner, commented that she had
requested that Ms. Loredo add her name as a guest to the minutes. She
was at the meeting.
Minutes of the meeting from September 21, 2009, were unanimously
approved by the Committee with Member Ash ABSENT.
V.
UNFINISHED BUSINESS
None
VI.
NEW BUSINESS
None
VII.
CONTINUED BUSINESS
None
Vill.
OLD BUSINESS
None
IX.
INFORMATIONAL ITEMS
A. UPDATE ON PDCC UTILITY UNDERGROUNDING
(Catherine Walker, Senior Management Analyst)
Ms. Walker indicated that at the last Project Area No. 4 Committee
meeting, the Committee requested that staff bring back a chronology of
events that have unfolded with regards to the potential undergrounding
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OCTOBER 19, 2009
project at Palm Desert Country Club, as well as a timeline of the project
itself.
She reported that in June 2006, the 2006 bond issuance included a
neighborhood and arterial undergrounding in the amount of approximately
$14 million. At the Project Area No. 4 meeting of March 2007, the
Committee requested that the undergrounding project move forward, and
asked what measures needed to be put in place to make the project move
ahead. At that time there was some discussion in the meeting minutes as
to the residents surveying themselves to make sure this is a project they
wanted to move forward, and staff's response to that request was a
preliminary cost estimate for each of the utilities that would be trenched.
Ms. Walker stated that staff returned to the Committee with numbers for
their review. The numbers appeared to be a little high because it included
the construction. She explained that the estimate was based on various
utility undergrounding throughout the City, and estimates that were
provided by each of the entities. The estimates would provide potential
individual costs per household. She noted that the Redevelopment
Agency could contribute approximately 40% of the right-of-way costs, and
that amount would be reflected in the 2001 and 2006 issuance. In terms of
the Agency Board action in the 2007 informational item, the cost estimates
associated with each of the various utilities was brought forward. In
February 2008, there was a request for authorization of deposits for each
of the utilities and Willdan, which was approved by the Agency Board. She
noted that the engineering deposits are just under $1 million with the
Agency Board committing to this funding so the preliminary engineering
estimates could be completed. Ms. Walker reported that the results from
the February Agency Board meeting were brought back to the Project
Area No. 4 Committee, and there was some discussion on how the
petition process would work. It was suggested that a neighborhood
committee be established to facilitate the petition process.
Ms. Walker added that Time Warner would be part of the assessment
equation, and staff will be bringing it forward for City Council action
because they will be requesting an engineering deposit. She noted that
Verizon requested an additional $25,000 for their engineering deposit,
which was approved by the Agency Board at the last meeting. Ms. Walker
went through the timeline for each utility/contractor. If it moves forward,
there will be a public hearing process that would take approximately two
months. If approved, there is a one month period for pre -payment with the
process to be complete in August 2010.
Chairman Benford inquired how the individual assessment is based. Ms.
Walker explained that each lot is given a benefit assessment that is
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CITIZENS' ADVISORY COMMITTEE FOR PROJECT AREA NO. 4
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OCTOBER 19, 2009
calculated. It depends on the utilities that are being undergrounded on the
street the house is located and how close the house is to the benefit.
Chairman Benford commented that he lives on Tennessee, which majority
is undergrounded. He asked if that area would also be assessed for the
rest of the area. Ms. Walker responded yes because a district would be
formed.
Chairman Benford asked if approved, how many years would the
assessment be paid, and would it be per month. Ms. Walker replied that it
would be rolled into the property taxes, and believes it is a 30-year term.
Mr. McCarthy communicated that typically it is for 30 years. The intent is
to identify the assessment, and then be able to convey the annual per lot
cost so that the people can vote up or down.
Member Daugherty mentioned that she remembers an additional fee for
hooking up to the underground. Mr. McCarthy responded that is assumed
into the assessment total.
Chairman Benford clarified that the approval would require 70% to get on
the ballot and 51 % for approval. Mr. McCarthy replied that in the past
there was a policy of requiring a 70% advisory petition to even move into
this stage. For a variety of reasons over many years, the community was
never able to deliver that. Therefore, input from the Project Area No. 4
Committee and City Council was to put real numbers together, and take
the information to the community based on construction documents so
that the community could vote up or down. He said that it only takes 50
plus 1 to approve; however, the City Council has adopted a resolution
where he believes they would like to see 70%.
Chairman Benford asked what the incentive is of voting in favor of the
undergrounding. Mr. McCarthy responded that staff cannot answer that
question.
Member Campbell commented that if it is voted down this time; the City
may not help the next time around.
Mr. McCarthy stated that has been the City's practice because you cannot
guarantee the funds would be available. He affirmed that staff was
directed and committed to get as close as possible to real numbers so that
the public could make an informed decision based on the request of this
body, the Agency Board, and the City Council. Ultimately, the property
owners will be the final arbiters of what happens.
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B. UPDATE ON REDEVELOPMENT BUDGET
(Veronica Tapia, Accountant)
Mr. McCarthy stated that there were two items to bring back to this
meeting. One was the utility undergrounding timeline, and the other was
an update on the Redevelopment Agency budget.
Ms. Tapia noted that Ms. Walker is handing out a one-year snap shot of
what the budget looks like for Project Area No. 4. She explained that the
number one revenue for Project Area No. 4 is the tax increment revenue.
Ms. Tapia defined tax increment as a finance mechanism that the Agency
is committed to use to fund the redevelopment in the project area. It is
established in the year the project area is created. The assessed valuation
of all the properties in that project area are physically frozen so you come
up with a base assessed valuation. She stated that for 1993 in Project
Area 4, it was $587 million. For each subsequent year, the growth is
considered relevant to the redevelopment that has occurred in that project
area. For 2009-2010, the assessed valuation is now $1.8 billion, which is a
difference of the $1.2 billion that works into the $12 million tax increment
to the Redevelopment Agency. Ms. Tapia commented that $12.7 million
seems like quite a substantial number, but it is a decrease from 2008-
2009. She stated that along with the revenue, there are obligations that
the project area needs to meet. One of the major areas is the Housing
Set -Aside requirement, which 20% of all tax increment dollars has to be
set aside for improving or increasing affordable housing for low to
moderate income families.
Chairman Benford asked if the Housing Set -Aside is being used. Ms.
Tapia replied yes. She noted that there are certain requirements that have
to be met in regards to timing.
Ms. Tapia continued with a list of additional requirements. She pointed out
that the Supplemental Educational Revenue Augmentation Fund (SERAF)
would be taking about $30 million from the Redevelopment Agency, which
for Project Area No. 4 works out to approximately $4.5 million. She also
mentioned that the Redevelopment Plan has to expressly identify a
provision protecting financing. The Agency is required to include how
projects would be funded over the period of the plan so the Agency is
required to incur debt in order to facilitate those projects. Ms. Tapia
commented that there are several types of debt such as: tax allocation
bonds, contracts, obligations under Health & Safety Code 33445, and
operation/administration of the Agency. She briefly explained tax
allocation bonds. She stated that currently the Agency has $41.5 million in
bonds for Project Area No. 4, and approximately $21 million is set aside
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CITIZENS' ADVISORY COMMITTEE FOR PROJECT AREA NO. 4
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OCTOBER 19, 2009
for capital improvement projects. The annual debt service is approximately
$2.5 million each year.
Ms. Tapia noted that for 2009-2010, there was a beginning balance of
$6.7 million. The reason that there is a beginning balance is because the
Agency actively manages the cash flow for each of the project areas, and
tries to ensure that funds are used to the best means. It was fortunate that
there was a carryover because the Agency would not have had the ability
to make the SERAF payment this year. The problem with not making a
SERAF payment, the Agency would then be subjected to sanctions and
possibly only receive tax increments equivalent to the debt that it has, and
no projects would be able to get done. She mentioned that last year the
California Redevelopment Association (CRA) filed a lawsuit against the
State and was successful. The Agency did not have to pay any ERAF
payment in 2008-2009. CRA is planning to do the same for 2009-2010;
however, wording was changed by the State in order to mitigate the
Agency's ability to do that. It remains to be seen whether or not CRA
would be successful this year.
Chairman Benford clarified that the Agency did not have to give funds
back for SERAF. Ms Tapia responded that only for 2008-2009.
Mr. McCarthy interjected that for 2009-2010, the Agency still has to budget
and plan for the SERAF payment. At this time, the Agency is holding the
funds in the event that the Agency may have to pay it.
Chairman Benford inquired what services would be taken away due to the
SERAF payment. Mr. McCarthy responded that this year, the Agency was
able to maintain very sizable funds and bonds balances that the Agency
was able to shift capital costs to bond funds.
Chairman Benford asked if the Agency has surpluses that they could feed
upon. Mr. McCarthy replied that it is coming from the $6.7 million carry
over balance from previous years. He stated that in his opinion, the
Agency cannot sustain another one like this. Do they shut down the
Agency? He does not know. He hopes that the Agency prevails, and the
fall back is a one-time only type of event.
Ms. Tapia mentioned that after all the expenditures for 2009-2010 there is
approximately $2.3 million in revenues. This would be great for flexibility,
but the concern is if the lawsuit fails, the revenue would be accessible to
the State in addition to any future revenues that they determine they would
need.
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CITIZENS' ADVISORY COMMITTEE FOR PROJECT AREA NO. 4
MINUTES
OCTOBER 19, 2009
Vice Chair Grubb inquired if bond funds could be helpful to bring back
Palm Desert Country Club golf course. Mr. McCarthy responded that
bonds were issued predicated on the uses intended. The Agency has to
identify how those funds are going to be used. He explained that the
problem with Palm Desert Country Club golf course is not a capital
problem as much as it is an operating problem. He stated that you cannot
use Redevelopment funds for operating or maintenance type of purposes.
Councilmember Kelly interjected that there are two strict laws; you cannot
use it for operations or for private parties.
Mr. McCarthy added, as an example, that Redevelopment funds cannot
be used for operations at Desert Willow. He explained that the only money
that can be used is general fund money, which from staff's perspective
would never be advisable.
The Committee thanked Ms. Tapia for her presentation.
C. UPDATE ON MISCELLANEOUS PROJECTS
None
X. REPORTS AND REMARKS
A. COMMITTEE CHAIRPERSON/MEMBERS
Chairman Benford commented that the Palm Desert Country Club
Association, which he is not a member, did an excellent job of sending out
notices to everyone on Palm Desert Country Club (PDCC) for their recent
meeting. He asked the Committee how many attended the meeting.
Ms. Phyllis Harkins, PDCC Association Manager, stated that she counted
approximately 235 persons based on the number of chairs.
Chairman Benford stated that it was a good meeting. He commented that
after the meeting, his neighbor contacted the bank that is making the loan
for the PDCC golf course, and was shocked to learn it was basically the
Cho family who is behind the bank. He stated that if the bank is reluctant
to give a loan to their people, does that say much about the management
of PDCC golf course?
Mr. McCarthy interjected that many people are not very happy with the
outcome, but they have to be cautious and mindful of them receiving their
loan and working their way out of this is the best outcome for everyone.
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He stated that one of the things they have been sensitized to is trying not
to engage in too much negative commentary, if they could avoid it.
Chairman Benford commented that it is going to be a tough situation. He
feels that come next May it will be the same situation all over again.
B. AGENCY BOARD LIAISONS
C. PLANNING COMMISSION LIAISON
D. STAFF
XI. ADJOURNMENT
Upon motion by Member Campbell, seconded by Member Daugherty, the
meeting was adjourned at 3:42 p.m.
Monica Loredo, Recording Secretary
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