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PRELIMINARY MINUTES
REGULAR MEETING OF THE
BOARD OF DIRECTORS OF THE SUCCESSOR AGENCY
TO THE PALM DESERT REDEVELOPMENT AGENCY
THURSDAY, APRIL 14, 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:
Rudy P. Acosta, Acting Executive Director
Robert W. Hargreaves, City Attorney
Rachelle D. Klassen, Secretary
Russell Grance, Director of Building & Safety
Ryan Stendell, Director of Community Development
Martin Alvarez, Director of Economic Development
Paul S. Gibson, Director of Finance/City Treasurer
Janet M. Moore, Director of Housing
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
Susan Trevino, Chief, Palm Desert Police/Riverside Co. Sheriff's Department
Anthony Baur, Asst. Chief, Palm Desert Police/Riverside Co. Sheriff's Dept.
Grace L. Mendoza, Deputy City Clerk
PRELIMINARY MINUTES DRAFT
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY MEETING APRIL 14, 2016
III. 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 3:08 p.m. He reconvened the meeting at 4:34 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 March 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 3/11/2016, 3/25/2016, and 4/1/2016.
Rec: Approve as presented.
C. COMPLIANCE ANALYSIS AND INVESTMENT REPORTS for the Months of
January and February 2016 (Joint Consideration with the Palm Desert City
Council).
Rec: Receive and file.
D. STATEMENT OF INVESTMENT POLICY for the City of Palm Desert (Joint
Consideration with the Palm Desert City Council and the Palm Desert
Housing Authority).
Rec: By Minute Motion, receive and file the City of Palm Desert "Statement of
Investment Policy" as presented.
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PRELIMINARY MINUTES
DRAFT
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY MEETING APRIL 14, 2016
Upon a 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
A. REQUEST FOR APPROVAL OF U.S. BANK GLOBAL CORPORATE TRUST
SERVICES AS A CORPORATE TRUSTEE AND FOR AUTHORIZATION FOR
CITY TREASURER TO SIGN ANY DOCUMENTS INVOLVED IN THE
TRANSFER OF TRUSTEE SERVICES (CONTRACT NO. C35200) (JOINT
CONSIDERATION WITH THE PALM DESERT CIN COUNCIL).
Mr. Gibson stated a Request for Proposal (RFP) was conducted for the trustee
services, and two quotes were received. One was from the current trustee, Wells
Fargo, and the other was from U.S. Bank Global Corporate Trust Services. He
said both are fine firms, but unfortunately, Wells Fargo's existing trustee increased
his fees drastically. They indicated that due to Federal regulations they are
required to put it at full cost and not at the value they were previously offering.
Therefore, staff recommended U.S. Bank, stating that background and references
checks were done. He added that the City used them about 15 years ago, and
they are a fine trustee service.
Councilman/Director Jonathan stated that due to Mr. Gibson's good work the City
will be saving $352,000 in trustee fees.
Councilman/Director Jonathan moved to, by Minute Motion, approve U.S. Bank Global
Corporate Trust Services as a Corporate Trustee for the City of Palm Desert and the Successor
Agency to the Palm Desert Redevelopment Agency for a five-year term, commencing May 1,
2016, and authorize City Treasurer to sign any documents involved in the transfer of Trustee
Services. Motion was seconded by Tanner and caRied by a 5-0 vote (AYES: Harnik, Jonathan,
Tanner, Weber, and Spiegel; NOES: None).
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PRELIMINARY MINUTES DRAFT
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY MEETING APRIL 14, 2016
B. REQUEST FOR AUTHORIZATION TO EXECUTE A PURCHASE AND SALE
AGREEMENT TO SELL ONE ACRE OF THE SUCCESSOR AGENCY'S
PROPERTY NO. 12(g), LOCATED ON THE NORTH SIDE OF COUNTRY CLUB
DRIVE, EAST OF PORTOLA AVENUE (APNs 620-430-024, -025), TO THE CITY
OF PALM DESERT (CONTRACT NO. SA35150) (JOINT CONSIDERATION WITH
THE PALM DESERT CITY COUNCIL).
Mr. Alvarez stated staff was requesting to acquire from the Successor Agency to
the City the one (1) acre site outlined in the staff report. He said both the Oversight
Board and the Department of Finance (DOF) has granted the approval to transfer
the site from the Successor Agency to the City; the appraised value is $305,000.
He said they expect to move forward with the Purchase and Sale Agreement with
the anticipation of a negotiated sale to Coachella Valley Water District (CVW D) for
that one acre in the amount of the appraised value. Staff also recommended the
City appropriate $305,000 from the Unobligated General Fund Reserves, pointing
out that those funds will be returned to the City once the sale has been transferred
to CVW D.
Councilman/DirectorTanner moved to: 1) Waive further reading and adopt: a) Resolution
No. SA-RDA 056, authorizing the execution of a Purchase and Sale Agreement from the
Successor Agency to the City, and taking certain related actions; b) Resolution No. 2016 - 32,
authorizing the execution of a Purchase and Sale Agreement from the Successor Agency to the
City, and taking certain related actions; 2) By Minute Motion, appropriate $305,000 from the
Unobligated General Fund Reserves for the City's purchase of said property. Motion was
seconded by Weber 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
XIII. REPORTS, REMARKS, SUCCESSOR AGENCY BOARD ITEMS REQUIRING ACTION
A. EXECUTIVE DIRECTOR
None
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PRELIMINARY MINUTES DRAFT
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY MEETING APRIL 14, 2016
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
6:18 p.m.
ROBERT A. SPIEGEL, CHAIR
ATTEST:
RACHELLE D. KLASSEN, SECRETARY
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY
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