Loading...
HomeMy WebLinkAboutFin Recognized Obligation Payment Schedule (ROPS) for Fiscal Year 2021-22____________________________________________________________________________________ FOR CITY CLERK ONLY Council Meeting: January 19, 2021 Disposition: Accepted report Agenda Item No: SA 1.b Meeting Date: January 19, 2021 SUCCESSOR AGENCY TO THE REDEVELOPMENT AGENCY AGENDA REPORT Department: Finance Department Prepared by: Nadine Atieh Hade Finance Director City Manager Approval: ______________ TOPIC: RECOGNIZED OBLIGATION PAYMENT SCHEDULE (ROPS) FOR FISCAL YEAR 2021-22 SUBJECT: ACCEPTANCE OF ROPS REPORT AND AUTHORIZATION TO SUBMIT TO THE MARIN COUNTY SUCCESSOR AGENCY OVERSIGHT BOARD AND THE STATE DEPARTMENT OF FINANCE RECOMMENDATION: 1.Review and approve the annual ROPS for July 1, 2021 through June 30, 2022. 2.Authorize staff to submit the ROPS to the Marin County Successor Agency Oversight Board and the State Department of Finance. BACKGROUND: Effective February 1, 2012, all redevelopment agencies throughout the State, including the San Rafael Redevelopment Agency (the “Dissolved SRRDA”) were dissolved as a result of the State Supreme Court decision upholding ABx1 26 (the “Dissolution Act”). Under the provisions of the Dissolution Act, the City as successor agency to the Dissolved SRRDA must prepare, and the Oversight Board to the Successor Agency of the Dissolved SRRDA must adopt, a ROPS and Administrative Budget for an annual basis starting in January 2016 pursuant to SB 107. ANALYSIS: The ROPS lists the payments required to meet the Successor Agency’s obligations and serves as the Agency’s budget. Funding of the Successor Agency’s obligations are administered through Marin County after being received from the State. The ROPS must be approved by the Marin Countywide Successor Agency Oversight Board and the State Department of Finance before it becomes effective. FISCAL IMPACT: No fiscal impact to the General Fund. ATTACHMENT: Recognized Obligation Payments Schedules (ROPS) for July 1, 2021 through June 30, 2022 Recognized Obligation Payment Schedule (ROPS 21-22) - Summary Filed for the July 1, 2021 through June 30, 2022 Period Successor Agency: San Rafael County: Marin Current Period Requested Funding for Enforceable Obligations (ROPS Detail) 21-22A Total (July - December) 21-22B Total (January - June) ROPS 21-22 Total A Enforceable Obligations Funded as Follows (B+C+D) $ - $ - $ - B Bond Proceeds - - - C Reserve Balance - - - D Other Funds - - - E Redevelopment Property Tax Trust Fund (RPTTF) (F+G) $ 3,588,856 $ 324,502 $ 3,913,358 F RPTTF 3,516,856 252,502 3,769,358 G Administrative RPTTF 72,000 72,000 144,000 H Current Period Enforceable Obligations (A+E) $ 3,588,856 $ 324,502 $ 3,913,358 Certification of Oversight Board Chairman: Name Title 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. /s/ Signature Date San Rafael Recognized Obligation Payment Schedule (ROPS 21-22) - ROPS Detail July 1, 2021 through June 30, 2022 A B C D E F G H I J K L M N O P Q R S T U V W Item # Project Name Obligation Type Agreement Execution Date Agreement Termination Date Payee Description Project Area Total Outstanding Obligation Retired ROPS 21-22 Total ROPS 21-22A (Jul - Dec) 21-22A Total ROPS 21-22B (Jan - Jun) 21-22B Total Fund Sources Fund Sources Bond Proceeds Reserve Balance Other Funds RPTTF Admin RPTTF Bond Proceeds Reserve Balance Other Funds RPTTF Admin RPTTF $8,326,006 $3,913,358 $- $- $- $3,516,856 $72,000 $3,588,856 $- $- $- $252,502 $72,000 $324,502 1 Series 1999 TA Bonds Bonds Issued On or Before 12/31/10 12/01/ 1999 12/30/2022 US Bank Bond Issue CABS paid 2018-2022 Central 3,510,000 N $1,440,000 - - - 1,440,000 - $1,440,000 - - - - - $- 2 Series 2002 TA bonds Bonds Issued On or Before 12/31/10 12/01/ 2002 06/30/2022 US Bank Bond issue Dec 2014 Central 1,269,813 N $628,675 - - - 615,606 - $615,606 - - - 13,069 - $13,069 3 Series 2009 TA Bonds Bonds Issued On or Before 12/31/10 12/01/ 2009 06/30/2023 US Bank Bond issue Dec 2014 Central 3,030,750 N $1,497,750 - - - 1,461,250 - $1,461,250 - - - 36,500 - $36,500 4 Bond indenture obligations 1999 TAB Fees 12/01/ 1999 12/30/2022 US Bank Bond issue Central - N $- - - - - - $- - - - - - $- 5 Bond indenture obligations 2002 TAB Fees 12/01/ 2002 06/30/2022 US Bank Bond issue Central - N $- - - - - - $- - - - - - $- 6 Bond indenture obligations 2009 TAB Fees 12/01/ 2009 06/30/2023 US Bank Bond issue Central - N $- - - - - - $- - - - - - $- 7 Continuing Disclosure Services / Bond Admin Fees 12/01/ 2009 06/30/2023 Wildan / U.S. Bank Disclosure and Trustee Services Central 25,000 N $12,500 - - - - - $- - - - 12,500 - $12,500 9 Agency Admin cost allowance Admin Costs 06/30/ 2011 12/30/2023 Agency Admin cost allowance Agency Admin cost allowance Central 300,000 N $144,000 - - - - 72,000 $72,000 - - - - 72,000 $72,000 A B C D E F G H I J K L M N O P Q R S T U V W Item # Project Name Obligation Type Agreement Execution Date Agreement Termination Date Payee Description Project Area Total Outstanding Obligation Retired ROPS 21-22 Total ROPS 21-22A (Jul - Dec) 21-22A Total ROPS 21-22B (Jan - Jun) 21-22B Total Fund Sources Fund Sources Bond Proceeds Reserve Balance Other Funds RPTTF Admin RPTTF Bond Proceeds Reserve Balance Other Funds RPTTF Admin RPTTF 12 RDA Pension Obligation Unfunded Liabilities 11/20/ 1972 06/30/2023 City of San Rafael unfunded actuarial accrued liability 10 yr amortization schedule Central 190,443 N $190,433 - - - - - $- - - - 190,433 - $190,433 13 RDA OPEB obligation (FY17-18) Unfunded Liabilities 11/20/ 1972 06/30/2023 City of San Rafael unfunded actuarial accrued liability 9 yr amortization schedule Central - N $- - - - - - $- - - - - - $- San Rafael Recognized Obligation Payment Schedule (ROPS 21-22) - Report of Cash Balances July 1, 2018 through June 30, 2019 (Report Amounts in Whole Dollars) Pursuant to Health and Safety Code section 34177 (l), Redevelopment Property Tax Trust Fund (RPTTF) may be listed as a source of payment on the ROPS, but only to the extent no other funding source is available or when payment from property tax revenues is required by an enforceable obligation. A B C D E F G H ROPS 18-19 Cash Balances (07/01/18 - 06/30/19) Fund Sources Comments Bond Proceeds Reserve Balance Other Funds RPTTF Bonds issued on or before 12/31/10 Bonds issued on or after 01/01/11 Prior ROPS RPTTF and Reserve Balances retained for future period(s) Rent, grants, interest, etc. Non-Admin and Admin 1 Beginning Available Cash Balance (Actual 07/01/18) RPTTF amount should exclude "A" period distribution amount. - 2 Revenue/Income (Actual 06/30/19) RPTTF amount should tie to the ROPS 18-19 total distribution from the County Auditor-Controller 4,010,195 3 Expenditures for ROPS 18-19 Enforceable Obligations (Actual 06/30/19) 3,898,735 4 Retention of Available Cash Balance (Actual 06/30/19) RPTTF amount retained should only include the amounts distributed as reserve for future period(s) 5 ROPS 18-19 RPTTF Prior Period Adjustment RPTTF amount should tie to the Agency's ROPS 18-19 PPA form submitted to the CAC No entry required 111,460 6 Ending Actual Available Cash Balance (06/30/19) C to F = (1 + 2 - 3 - 4), G = (1 + 2 - 3 - 4 - 5) $- $- $- $- $- San Rafael Recognized Obligation Payment Schedule (ROPS 21-22) - Notes July 1, 2021 through June 30, 2022 Item # Notes/Comments 1 2 3 4 5 6 7 9 12 13 I ······························•·.•············································································································································································································································································································································· ====r===========================================