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HomeMy WebLinkAboutROPS 1617 OB ApproveSuccessor Agency:Palm Desert County:Riverside Current Period Requested Funding for Enforceable Obligations (ROPS Detail) 16-17A Total 16-17B Total ROPS 16-17 Total A 4,399,911$ -$ 4,399,911$ B 850,000 - 850,000 C 3,549,911 - 3,549,911 D - - - E 17,575,807$ 17,348,828$ 34,924,635$ F 17,063,890 16,843,522 33,907,412 G 511,917 505,306 1,017,223 H Current Period Enforceable Obligations (A+E):21,975,718$ 17,348,828$ 39,324,546$ Name Title /s/ Signature Date Recognized Obligation Payment Schedule (ROPS 16-17) - Summary Filed for the July 1, 2016 through June 30, 2017 Period Enforceable Obligations Funded with Non-Redevelopment Property Tax Trust Fund (RPTTF) Funding Sources (B+C+D): Non-Administrative Costs Enforceable Obligations Funded with RPTTF Funding (F+G): Bond Proceeds Funding Reserve Balance Funding Other Funding Administrative Costs Certification of Oversight Board Chairman: Pursuant to Section 34177 (o) of the Health and Safety code, I hereby certify that the above is a true and accurate Recognized Obligation Payment Schedule for the above named successor agency. A B C D E F G H I J K L M N O P Q R S T U V W Bond Proceeds Reserve Balance Other Funds Non-Admin Admin Bond Proceeds Reserve Balance Other Funds Non-Admin Admin $ 864,036,223 $ 39,324,546 $ 850,000 $ 3,549,911 $ - $ 17,063,890 $ 511,917 $ 21,975,718 $ - $ - $ - $ 16,843,522 $ 505,306 $ 17,348,828 1 2002 Tax Allocation Refunding Bond Bonds Issued On or Before 2/28/2002 4/1/2030 Wells Fargo Bank Semi-Annual Debt Service Payment 1 33,070,508 N $ 1,114,666 557,333 $ 557,333 557,333 $ 557,333 2 2003 Tax Allocation Bond Issue - $19,000,000 Bonds Issued On or Before 12/31/10 7/15/2003 4/1/2030 Wells Fargo Bank Semi-Annual Debt Service Payment 1 20,000,750 N $ 633,000 316,500 $ 316,500 316,500 $ 316,500 3 2004 Tax Allocation Bond Issue - $24,945,000 Bonds Issued On or Before 12/31/10 6/9/2004 4/1/2025 Wells Fargo Bank Semi-Annual Debt Service Payment 1 15,591,675 N $ 1,923,463 1,644,250 $ 1,644,250 279,213 $ 279,213 4 2006 Tax Allocation Bond Issue - $62,320,000 Bonds Issued On or Before 12/31/10 6/22/2006 4/1/2030 Wells Fargo Bank Semi-Annual Debt Service Payment 1 47,849,943 N $ 2,889,446 1,957,223 $ 1,957,223 932,223 $ 932,223 5 2007 Tax Allocation Bond Issue - $32,600,000 Bonds Issued On or Before 12/31/10 12/13/2006 4/1/2018 Wells Fargo Bank Semi-Annual Debt Service Payment 1 7,615,250 N $ 3,843,250 3,751,250 $ 3,751,250 92,000 $ 92,000 7 2002 Housing Tax Allocation Bond Issue - $12,000,000 Bonds Issued On or Before 12/31/10 8/21/2002 10/1/2031 Wells Fargo Bank Semi-Annual Debt Service Payment 1 11,677,012 N $ 771,280 198,140 $ 198,140 573,140 $ 573,140 8 2007 Housing Tax Allocation Bond Issue - $87,056,348 Bonds Issued On or Before 12/31/10 1/25/2007 10/1/2027 Wells Fargo Bank Semi-Annual Debt Service Payment 1 54,316,500 N $ 8,477,438 1,041,219 $ 1,041,219 7,436,219 $ 7,436,219 9 Indian Springs Stipulated Agreement Litigation 2/27/2009 2/27/2039 Indian Springs Mobilehome Park Judgement related to ISMHP 1 8,072,802 N $ 139,674 69,837 $ 69,837 69,837 $ 69,837 10 L/M Housing Fund Loan SERAF/ERAF 6/30/2010 6/30/2017 Palm Desert Housing Authority 2009/10 SERAF Loan Repayment 1 6,684,981 N $ 4,108,676 4,108,676 $ 4,108,676 $ - 14 Alessandro Alleyway Improvement/Infrastructure 2/28/2011 6/30/2017 Prest Vuksic Architects Payments per existing contract for public parking improvements along commercial corridor. 1 - N $ - $ - $ - 29 El Paseo Revitlization Improvement/Infrastructure 7/10/2008 6/30/2017 Forma Design, Inc Payments for existing contract for public improvements in the central business district and commercial corridor. 1 - N $ - $ - $ - 31 Vested Pension Obligation-CalPERS Unfunded Liabilities 11/25/1981 11/25/2032 RDA Assigned Employees Obligation based on accrued leaves and current MOU. 1 1,067,127 N $ 426,850 213,425 $ 213,425 213,425 $ 213,425 32 Stipulated Judgement Case No. 51124 Litigation 11/20/1991 11/25/2032 Various Duties required under said court order. Desert Rose, Etc. PDHA subsidy for 1,100 Afford Units 1 221,173,384 N 36 FW Drive Widening Improvements Improvement/Infrastructure 11/3/2009 6/30/2016 Ecorp Consulting 16409 Payments on existing contracts for street improvements along Fred Waring Drive. 1 - Y $ - $ - $ - 37 FW Drive Widening Improvements Improvement/Infrastructure 4/28/2011 6/30/2016 NAI Consulting 17352 Payments on existing contracts for street improvements along Fred Waring Drive. 1 - Y $ - $ - $ - 38 Portola Wall & Sidewalk Imps Improvement/Infrastructure 5/22/2008 6/30/2017 David Evans & Associates 15197 Payments on existing contract for public improvements relative to the Portola Avenue Wall and Sidewalk Relocation project. 1 - N $ - $ - $ - 43 Agency Owned Properties Property Maintenance 7/1/2013 6/30/2017 Utilities, Maint Services, HOA Dues, Etc. Agency owned properties monthly carrying costs prior to disposition. 1 130,000 N $ 30,000 15,000 $ 15,000 15,000 $ 15,000 44 Additional Disclosures on TAB's Fees 7/1/2013 6/30/2017 Willdan Additional disclosures that will be required to report changes in the allocation of tax increment and the payment on tax allocation bonds due to AB 26. These disclosures would not have been necessary without this legislative change. 1 34,300 N $ 1,400 700 $ 700 700 $ 700 45 Bond Project Overhead Costs Project Management Costs 7/1/2013 6/30/2017 Various Costs associated with administration of bond funded projects. 1 - N $ - $ - $ - 46 Alessandro Alley Frontage Rd Imps Improvement/Infrastructure 1/1/2014 6/30/2017 TBD from Unspent Bond Proceeds Approved project pursuant to bond covenants dated 7/6/06 - (Eligible upon receipt of FOC) 1 - N $ - $ - $ - 47 Core Commercial Parking Improvements Improvement/Infrastructure 1/1/2014 6/30/2017 TBD from Unspent Bond Proceeds Approved project pursuant to bond covenants dated 7/6/06 - (Eligible upon receipt of FOC) 1 - N $ - $ - $ - 48 President's Plaza Parking Lot Imps Improvement/Infrastructure 1/1/2014 6/30/2017 TBD from Unspent Bond Proceeds Approved project pursuant to bond covenants dated 7/6/06 - (Eligible upon receipt of FOC) 1 - N $ - $ - $ - 49 Undergrounding Utilities Improvement/Infrastructure 1/1/2014 6/30/2017 TBD from Unspent Bond Proceeds Approved project pursuant to bond covenants dated 7/6/06 - (Eligible upon receipt of FOC) 1 - N $ - $ - $ - 50 Portola Avenue Widening Improvement/Infrastructure 1/1/2014 6/30/2017 TBD from Unspent Bond Proceeds Approved project pursuant to bond covenants dated 7/6/06 - (Eligible upon receipt of FOC) 1 - N $ - $ - $ - 55 2002 Tax Allocation Refunding Bond Issue - $17,310,000 Bonds Issued On or Before 12/31/10 6/19/2002 8/1/2022 Wells Fargo Bank Semi-Annual Debt Service Payment 2 8,043,913 N $ 1,328,438 166,719 $ 166,719 1,161,719 $ 1,161,719 56 2003 Tax Allocation Bond Issue - $15,745,000 Bonds Issued On or Before 12/31/10 3/12/2003 8/1/2033 Wells Fargo Bank Semi-Annual Debt Service Payment 2 25,591,832 N $ 769,008 384,504 $ 384,504 384,504 $ 384,504 57 2006 Tax Allocation Bond Issue - $67,618,273 Bonds Issued On or Before 12/31/10 6/27/2006 8/1/2036 Wells Fargo Bank Semi-Annual Debt Service Payment 2 90,509,703 N $ 3,488,638 896,819 $ 896,819 2,591,819 $ 2,591,819 59 North Sphere Hotel land City/County Loans On or Before 6/27/11 3/23/1995 7/15/2038 City of Palm Desert Balance due Property Acquisition 2 5,000,000 N $ - $ - $ - 60 North Sphere Property Acquisition City/County Loans On or Before 6/27/11 3/13/1997 7/15/2038 City of Palm Desert Loan for Property Acquisition 2 2,055,000 N $ - $ - $ - 61 City Loan for formation of Project Area No. 2- 1986 City/County Loans On or Before 6/27/11 12/5/1986 7/15/2038 City of Palm Desert Formation of PA/Prop Acquisition 2 6,000,000 N $ - $ - $ - 62 L/M Housing Loan SERAF/ERAF 6/30/2010 6/30/2017 Palm Desert Housing Authority 2009/10 SERAF Loan Repayment 2 3,755,605 N 82 Well Sites Improvement/Infrastructure 11/14/1996 6/30/2017 CVWD Payments on existing contracts related to the North area required future well sites. 2 - N $ - $ - $ - 85 Vested Pension Obligation-CalPERS Unfunded Liabilities 7/15/1987 7/15/2038 RDA Assigned Employees Obligation based on accrued leaves and current MOU. 2 285,524 N $ 114,210 57,105 $ 57,105 57,105 $ 57,105 Palm Desert Recognized Obligation Payment Schedule (ROPS 16-17) - ROPS Detail July 1, 2016 through June 30, 2017 (Report Amounts in Whole Dollars) Item #Payee Description/Project Scope Project Area Total Outstanding Debt or Obligation Retired 16-17A 16-17B Total Project Name/Debt Obligation Obligation Type Contract/Agreement Execution Date RPTTF Non-Redevelopment Property Tax Trust Fund (Non-RPTTF) Contract/Agreement Termination Date ROPS 16-17 Total 16-17B Non-Redevelopment Property Tax Trust Fund (Non-RPTTF) RPTTF 16-17A Total A B C D E F G H I J K L M N O P Q R S T U V W Bond Proceeds Reserve Balance Other Funds Non-Admin Admin Bond Proceeds Reserve Balance Other Funds Non-Admin Admin Palm Desert Recognized Obligation Payment Schedule (ROPS 16-17) - ROPS Detail July 1, 2016 through June 30, 2017 (Report Amounts in Whole Dollars) Item #Payee Description/Project Scope Project Area Total Outstanding Debt or Obligation Retired 16-17A 16-17B Total Project Name/Debt Obligation Obligation Type Contract/Agreement Execution Date RPTTF Non-Redevelopment Property Tax Trust Fund (Non-RPTTF) Contract/Agreement Termination Date ROPS 16-17 Total 16-17B Non-Redevelopment Property Tax Trust Fund (Non-RPTTF) RPTTF 16-17A Total 86 Stipulated Judgement Case No. 51124 Litigation 11/20/1991 7/15/2038 Various Duties required under said court order. Vineyards, Emerald Brook (Palm Desert 103) PDHA subsidy for 1,100 Afford Units 2 63,072,039 N 94 Monterey @ I-10 Imps Improvement/Infrastructure 2/13/2009 6/30/2016 LSA Associates 15878 Payments on existing contracts for the street improvements related to arterial access inbound and outbound from Interstate 10 on Monterey. 2 - Y $ - $ - $ - 95 Monterey @ I-10 Imps Improvement/Infrastructure 10/14/2004 6/30/2016 Robert Bein Frost & Assoc 15950 Payments on existing contracts for the street improvements related to arterial access inbound and outbound from Interstate 10 on Monterey. 2 - Y $ - $ - $ - 96 Portola @ I-10 Imps Improvement/Infrastructure 12/8/2005 6/30/2017 Dokken Engineering 12823 Payments on existing contract related to the alignment of Portola Avenue to connect with the proposed new interchange on I-10. 2 - N $ - $ - $ - 100 Additional Disclosures on TAB's Fees 7/1/2013 6/30/2017 Willdan Additional disclosures that will be required to report changes in the allocation of tax increment and the payment on tax allocation bonds due to AB 26. These disclosures would not have been necessary without this legislative change. 2 14,600 N $ 600 300 $ 300 300 $ 300 102 Bond Project Overhead Costs Project Management Costs 7/1/2013 6/30/2017 Various Costs associated with administration of bond funded projects. 2 - N $ - $ - $ - 103 North Sphere Fire Station Improvement/Infrastructure 1/1/2014 6/30/2017 TBD from Unspent Bond Proceeds Approved project pursuant to bond covenants dated 7/6/06 - (Eligible upon receipt of FOC) 2 450,000 N $ 450,000 450,000 $ 450,000 $ - 104 Monterey Ave On/Off Ramp Imps Improvement/Infrastructure 1/1/2014 6/30/2016 TBD from Unspent Bond Proceeds Approved project pursuant to bond covenants dated 7/6/06 - (Eligible upon receipt of FOC) 2 - Y $ - $ - $ - 106 Undergrounding Utilities Improvement/Infrastructure 1/1/2014 6/30/2017 TBD from Unspent Bond Proceeds Approved project pursuant to bond covenants dated 7/6/06 - (Eligible upon receipt of FOC) 2 N 107 2003 Tax Allocation Bond Issue - $4,745,000 Bonds Issued On or Before 12/31/10 7/21/2003 4/1/2033 Wells Fargo Bank Semi-Annual Debt Service Payment 3 4,942,930 N $ 290,618 211,674 $ 211,674 78,944 $ 78,944 108 2006 Tax Allocation Bond Issue - $15,029,526 Bonds Issued On or Before 12/31/10 6/27/2006 4/1/2041 Wells Fargo Bank Semi-Annual Debt Service Payment 3 28,149,279 N $ 926,607 673,141 $ 673,141 253,466 $ 253,466 109 L/M Housing Loan SERAF/ERAF 6/30/2010 6/30/2017 Palm Desert Housing Authority 2009/10 SERAF Loan Repayment 3 970,313 N 118 Vested Pension Obligation-CalPERS Unfunded Liabilities 7/17/1991 7/17/2042 RDA Assigned Employees Obligation based on accrued leaves and current MOU. 3 77,590 N $ 31,038 15,519 $ 15,519 15,519 $ 15,519 119 Stipulated Judgement Case No. 51124 Litigation 11/20/1991 7/15/2038 Various Duties required under said court order. Falcon Crest Afford Housing Dev - Homeowners at lots 1 through 93, et al. PDHA Subsidy for 1,100 Affordable Units 3 16,602,589 N 132 Additional Disclosures on TAB's Fees 7/1/2013 6/30/2017 Willdan Additional disclosures that will be required to report changes in the allocation of tax increment and the payment on tax allocation bonds due to AB 26. These disclosures would not have been necessary without this legislative change. 3 9,800 N $ 400 200 $ 200 200 $ 200 135 Bond Project Overhead Costs Project Management Costs 7/1/2013 6/30/2017 Various Costs associated with administration of bond funded projects. 3 - N $ - $ - $ - 137 Undergrounding Utilities Improvement/Infrastructure 1/1/2014 6/30/2017 TBD from Unspent Bond Proceeds Approved project pursuant to bond covenants dated 7/6/06 - (Eligible upon receipt of FOC) 3 - N $ - $ - $ - 138 Portola Avenue Widening Improvement/Infrastructure 1/1/2014 6/30/2017 TBD from Unspent Bond Proceeds Approved project pursuant to bond covenants dated 7/6/06 - (Eligible upon receipt of FOC) 3 - N $ - $ - $ - 139 Falcon Crest Lot K Improvement/Infrastructure 1/1/2014 6/30/2017 TDB One-time payment per existing contract for the cost of constructing a perimeter wall & all surrounding improvements including exterior landscaping, plans for drainage & discharge, power for well operation 3 - N $ - $ - $ - 140 1998 $11,020,000 Tax Allocation Bond Issue Bonds Issued On or Before 12/31/10 2/24/1998 10/1/2028 Wells Fargo Bank Semi-Annual Debt Service Payment 4 9,137,050 N $ 756,490 173,245 $ 173,245 583,245 $ 583,245 141 2001 $15,695,000 Tax Allocation Bond Issue Bonds Issued On or Before 12/31/10 11/15/2001 10/1/2031 Wells Fargo Bank Semi-Annual Debt Service Payment 4 16,782,485 N $ 975,906 270,453 $ 270,453 705,453 $ 705,453 142 2006 $19,273,089 Tax Allocation Bond Issue Bonds Issued On or Before 12/31/10 7/13/2006 10/1/2034 Wells Fargo Bank Semi-Annual Debt Service Payment 4 31,945,978 N $ 695,570 255,285 $ 255,285 440,285 $ 440,285 143 L/M Housing Fund Loan SERAF/ERAF 6/30/2010 6/30/2017 Palm Desert Housing Authority 2009/10 SERAF Loan Repayment 4 2,657,239 N 157 Affordable Housing-Carlos Ortega Villas Improvement/Infrastructure 4/8/2010 6/30/2017 Interactive Design Corp Payments per existing contract for a 72 unit affordable senior complex. 4 - N $ - $ - $ - 159 Vested Pension Obligation-CalPERS Unfunded Liabilities 7/19/1993 7/19/2044 RDA Assigned Employees Obligation based on accrued leaves and current MOU. 4 250,359 N $ 100,146 50,073 $ 50,073 50,073 $ 50,073 160 Stipulated Judgement Case No. 51124 Litigation 11/20/1991 7/15/2038 Various Duties required under said court order. PDHA subsidy for 1,100 Affordable Units 4 49,236,464 N A B C D E F G H I J K L M N O P Q R S T U V W Bond Proceeds Reserve Balance Other Funds Non-Admin Admin Bond Proceeds Reserve Balance Other Funds Non-Admin Admin Palm Desert Recognized Obligation Payment Schedule (ROPS 16-17) - ROPS Detail July 1, 2016 through June 30, 2017 (Report Amounts in Whole Dollars) Item #Payee Description/Project Scope Project Area Total Outstanding Debt or Obligation Retired 16-17A 16-17B Total Project Name/Debt Obligation Obligation Type Contract/Agreement Execution Date RPTTF Non-Redevelopment Property Tax Trust Fund (Non-RPTTF) Contract/Agreement Termination Date ROPS 16-17 Total 16-17B Non-Redevelopment Property Tax Trust Fund (Non-RPTTF) RPTTF 16-17A Total 165 Additional Disclosures on TAB's Fees 7/1/2013 6/30/2017 Willdan/RWG Additional disclosures that will be required to report changes in the allocation of tax increment and the payment on tax allocation bonds due to AB 26. These disclosures would not have been necessary without this legislative change. 4 14,700 N $ 600 300 $ 300 300 $ 300 168 Carlos Ortega Villas Improvement/Infrastructure 7/1/2013 6/30/2017 To Be Determined Agreement to build wall as part of COV construction 4 - N $ - $ - $ - 170 Bond Project Overhead Costs Project Management Costs 7/1/2013 6/30/2017 Various Costs associated with administration of bond funded projects. 4 - N $ - $ - $ - 171 Carlos Ortega Villas Improvement/Infrastructure 1/1/2014 6/30/2017 TBD from Unspent Bond Proceeds Approved project pursuant to bond covenants - (Eligible upon receipt of FOC) HA - N $ - $ - $ - 172 Desert Pointe Rehabilitation Improvement/Infrastructure 1/1/2014 6/30/2017 TBD from Unspent Bond Proceeds Approved project pursuant to bond covenants - (Eligible upon receipt of FOC) HA - N $ - $ - $ - 173 Undergrounding Utilities Improvement/Infrastructure 1/1/2014 6/30/2017 TBD from Unspent Bond Proceeds Approved projects pursuant to bond covenants - (Eligible upon receipt of FOC) 4 - N $ - $ - $ - 174 Buydown Subsidies for Low-Mod Housing OPA/DDA/Construction 1/1/2014 6/30/2017 TBD from Unspent Bond Proceeds Approved project pursuant to bond covenants - (Eligible upon receipt of FOC) HA - N $ - $ - $ - 175 Sagecrest Rehabilitation Improvement/Infrastructure 1/1/2014 6/30/2017 TBD from Unspent Bond Proceeds Approved project pursuant to bond covenants - (Eligible upon receipt of FOC) HA - N $ - $ - $ - 176 Project Area 1 Reserve for DS Reserves 6/22/2006 4/1/2030 Wells Fargo Bank Semi-Annual Debt Service Payment 1 44,036,331 N 177 North Sphere Property Acquisition City/County Loans On or Before 6/27/11 3/23/1995 7/15/2032 City of Palm Desert Balance due Property Acquisition (Eligible upon receipt of FOC) 1 2,500,000 N $ - $ - $ - 178 North Sphere Property Acquisition City/County Loans On or Before 6/27/11 8/16/1999 7/15/2032 City of Palm Desert Balance due Property Acquisition (Eligible upon receipt of FOC) 1 4,163,940 N $ - $ - $ - 179 North Sphere Property Acquisition City/County Loans On or Before 6/27/11 8/16/1999 7/15/2038 City of Palm Desert Balance due Property Acquisition (Eligible upon receipt of FOC) 2 2,436,060 N $ - $ - $ - 180 El Paseo Multi Use Community Center Improvement/Infrastructure 1/1/2014 6/30/2017 TBD from Unspent Bond Proceeds Approved project pursuant to bond covenants dated 7/6/06 - (Eligible upon receipt of FOC) 1 - N $ - $ - $ - 181 North Sphere Regional Park Improvement/Infrastructure 1/1/2014 6/30/2017 TBD from Unspent Bond Proceeds Approved project pursuant to bond covenants dated 7/6/06 - (Eligible upon receipt of FOC) 2 400,000 N $ 400,000 400,000 $ 400,000 $ - 182 Public Parking Facility Improvement/Infrastructure 1/1/2014 6/30/2017 TBD from Unspent Bond Proceeds Approved project pursuant to bond covenants dated 7/6/06 - (Eligible upon receipt of FOC) 3 654,911 N $ 654,911 654,911 $ 654,911 $ - 183 President's Plaza Parking Lot Imps Improvement/Infrastructure 1/1/2014 6/30/2017 TBD from Unspent Bond Proceeds Approved project pursuant to bond covenants dated 7/6/06 - (Eligible upon receipt of FOC) 3 655,000 N $ 655,000 655,000 $ 655,000 $ - 184 Community Facilities and Public Infrastructure Improvement/Infrastructure 1/1/2014 6/30/2017 TBD from Unspent Bond Proceeds Approved projects pursuant to bond covenants - (Eligible upon receipt of FOC) 4 - N $ - $ - $ - 185 Drainage Improvements Improvement/Infrastructure 1/1/2014 6/30/2017 TBD from Unspent Bond Proceeds Approved project pursuant to bond covenants - (Eligible upon receipt of FOC) 4 2,240,000 N $ 2,240,000 2,240,000 $ 2,240,000 $ - 186 CLO Villas/Traffic Circle Improvements Improvement/Infrastructure 1/1/2014 6/30/2017 TBD from Unspent Bond Proceeds Approved project pursuant to bond covenants - (Eligible upon receipt of FOC) 4 - N $ - $ - $ - 187 Las Serenas Expansion Improvement/Infrastructure 1/1/2014 6/30/2017 TBD from Unspent Bond Proceeds Approved project pursuant to bond covenants - (Eligible upon receipt of FOC) HA - N $ - $ - $ - 189 Project Area Administration Admin Costs 11/25/1981 7/19/2044 Various Allowable Costs per Admin Plan-staff, utililities, professional services, etc. 1-4 13,710,757 N $ 1,017,223 511,917 $ 511,917 505,306 $ 505,306 190 Costs Associated with Disposition of Assets Property Dispositions 7/1/2014 6/30/2017 City of Palm Desert Remediation of Health and Safety Issues and costs related to sale of properties owned by former RDA 1-4 400,000 N $ 70,000 35,000 $ 35,000 35,000 $ 35,000 A B C E F G H I Other RPTTF Bonds issued on or before 12/31/10 Prior ROPS period balances and DDR RPTTF balances retained Prior ROPS RPTTF distributed as reserve for future period(s) Rent, grants, interest, etc. Non-Admin and Admin ROPS 15-16A Actuals (07/01/15 - 12/31/15) 1 Beginning Available Cash Balance (Actual 07/01/15) 99,678,914 5,022,327 - 1,146,373 530,583 *DDR Restricted Cash: UCR Bond Funds, Energy Investment, and Bond Funds Reimb by other Govt *Actual bals include prior period accruals. Total does not consider receivable/payable as this report is cash basis. 2 Revenue/Income (Actual 12/31/15) RPTTF amounts should tie to the ROPS 15-16A distribution from the County Auditor-Controller during June 2015 14,842,611 2,385,251 18,998,346 Other: Includes revenue generated from LRPMP Sales proceeds. 3 Expenditures for ROPS 15-16A Enforceable Obligations (Actual 12/31/15) 22,204,660 227,946 2,299,674 19,243,077 Other: Includes expenditures related to LRPMP Sales proceeds to CAC, as well as red to balances retained for Energy/Legal pursuant to DDR. 4 Retention of Available Cash Balance (Actual 12/31/15) RPTTF amount retained should only include the amounts distributed as reserve for future period(s) 5 ROPS 15-16A RPTTF Balances Remaining No entry required 6 Ending Actual Available Cash Balance C to G = (1 + 2 - 3 - 4), H = (1 + 2 - 3 - 4 - 5) 92,316,865$ 4,794,381$ -$ 1,231,950$ 285,852$ ROPS 15-16B Estimate (01/01/16 - 06/30/16) 7 Beginning Available Cash Balance (Actual 01/01/16) (C, D, E, G = 4 + 6, F = H4 + F4 + F6, and H = 5 + 6)92,316,865$ 4,794,381$ -$ 1,231,950$ 285,852$ 8 Revenue/Income (Estimate 06/30/16) RPTTF amounts should tie to the ROPS 15-16B distribution from the County Auditor-Controller during January 2016 16,072,943 15,500 16,402,174 Interest 9 Expenditures for ROPS 15-16B Enforceable Obligations (Estimate 06/30/16)107,532,647 704,412 16,480,402 Other funds identified in ROPS (Admin/Maint/Disp Costs) 10 Retention of Available Cash Balance (Estimate 06/30/16) RPTTF amount retained should only include the amounts distributed as reserve for future period(s) 706,608 4,794,381 539,531 7,000 *DDR/Other Restricted Cash: UCR Bond Funds ($2,240,000)/Energy Investment ($1,623,000)/Bond Funds Reimb ($1,309,911)/Retention Payable ($706,608)/($161,001)/Reso. 119 ($7,000)/Nov- Dec Legal Services 11 Ending Estimated Available Cash Balance (7 + 8 - 9 -10)150,553$ -$ -$ 3,507$ 200,624$ Palm Desert Recognized Obligation Payment Schedule (ROPS 16-17) - Report of Cash Balances (Report Amounts in Whole Dollars) source is available or when payment from property tax revenues is required by an enforceable obligation. For tips on how to complete the Report of Cash Balances Form, see CASH BALANCE TIPS SHEET Fund Sources Comments Bond Proceeds Reserve Balance Cash Balance Information by ROPS Period