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CDC - Item 4A - Update on Impacts of State Action to Eliminate Redevelopment AgenciesROSEMEAD COMMUNITY DEVELOPMENT COMMISSION STAFF REPORT TO: CHAIRMAN AND COMMISSION MEMBERS AND MAYOR AND CITY COUNCIL (j FROM: JEFF ALLRED, CITY MANAGER /EXECUTIVE DIRECTOR DATE: JANUARY 24, 2012 l � SUBJECT: UPDATE ON IMPACTS OF STATE ACTION TO ELIMINATE RED EVELOPMENT AGENCIES SUMMARY Due to actions of State lawmakers and an adverse decision of the California Supreme Court issued on December 29, 2011, all local redevelopment agencies, including the Rosemead Community Development Commission (CDC), will be dissolved on February 1, 2012. Recently, legislation known as SIB 659 (Padilla) has been introduced in an effort to postpone the dissolution date to April 15, 2012; however, whether such a temporary legislative reprieve will be passed by the legislature and signed by the Governor is unknown at this time. Also, SIB 654 (Steinberg) has been introduced, which would enable the City to retain the existing fund balance in the CDC Low & Moderate Housing Fund to continue the operation of low- income housing facilities and activities; however, the prospects for enactment of that legislation are unclear. The stark reality is that redevelopment revenues and programs that have been relied upon for decades to improve quality of life in this community will abruptly end this fiscal year. In the wake of the elimination of redevelopment, the City will be left with an immediate annual deficit of $1.875 million on top of another $1 million in other unavoidable cost increases anticipated in the upcoming fiscal year. Barring any eleventh hour action by the State, tonight's meeting will be the final meeting of the Rosemead Community Development Commission. Recommendation: That the City Council and Commission: 1) support SIB 659 (Padilla) and SIB 654 (Steinberg) in an effort to obtain some measure of relief to the devastating consequences of actions taken by State lawmakers to eliminate local redevelopment funding and programs; and 2) receive and file this report. BACKGROUND /ANALYSIS Over the past several years, public facilities and the quality of life in Rosemead have been improved through actions of the Community Development Commission and its' use APPROVED FOR CITY COUNCIL AGENDA: ITEM NO. City Council Meeting January 24, 2012 Page 2 of 4 of local redevelopment funds. These projects have included many significant accomplishments including, but not limited to, the following: • Construction of the Rosemead Community Recreation Center; • Construction of Fire Station No. 4 on San Gabriel Blvd utilized by the Los Angeles County Fire Department; • Construction of the Public Safety Center on Garvey Avenue utilized by the Los Angeles County Sheriffs Department and City code enforcement; • Construction of the Garvey Community Center; • Construction and operation of the Garvey Senior Citizen Housing Center with ongoing rent subsidies and services for low- income seniors; • Construction and operation of the Angelus Senior Citizen Housing Center with ongoing rent subsidies and services for low- income seniors; • Construction of infrastructure, i.e., landscaped street medians, sidewalks, lighting, etc. along commercial corridors including Garvey Ave., Valley Blvd., San Gabriel Blvd., Del Mar Ave., Walnut Grove Blvd., and Rosemead Blvd. • Construction of the new Rosemead Aquatics Center; • Construction of the Rosemead Park walking trail; • Construction of the Rosemead High School track; • Acquisition and sale of a blighted commercial property on Glendon Way to a private firm for renovation and expansion; • Partnered with a community development housing organization to acquire residential properties for low /moderate housing in conjunction with federal HUD funds to meet State Regional Housing Needs mandates and federal requirements. Funding Impacts The elimination of redevelopment funding and the Community Development Commission will have devastating impacts upon the City of Rosemead's General Fund budget and the City's ability to continue various service delivery programs. The elimination of redevelopment funds will create an immediate General Fund budget deficit of $1.875 million per year. Examples of affected services and budget impacts include the following: City Council Meeting January 24, 2012 Page 3 of 4 Salaries and benefits $1,205,600 Rosemead Chamber of Commerce support $48,000 Professional Planning /Consulting services $50,000 Legal and audit services $42,500 Meetings /Supplies /Dues $13,500 Senior Housing Centers and Subsidies $463,100 This deficit caused by the State's precipitous actions is in addition to another $1 million of other unavoidable cost increases anticipated in the upcoming fiscal year for items such as escalating utility rates, insurance costs, retirement rates, Sheriff contract costs, etc. The action of State lawmakers to eliminate local redevelopment agencies has the effect of creating a fiscal crisis for the City by more than doubling or even tripling the size of the projected General Fund structural budget imbalance for the upcoming fiscal year. Successor Agency and Oversight Board At its meeting of January 10, 2012, the Rosemead City Council took action to serve as the "successor agency" to the Community Development Commission. In this role, the City Council will be responsible for continuing to make payments for "enforceable obligations" of the dissolved Community Development Commission such as State - mandated pass- through payments to other governmental taxing agencies totaling $1.72 million per year, and existing bond debt service obligations totaling $2.45 million per year. All actions of the City Council taken in its role as successor agency will be subject to approval of a seven - member Oversight Board that is to be created in accordance with State law by May 1, 2012. Existing Bond Proceeds Currently, the Community Development Commission has approximately $7 million of locally generated redevelopment bond proceeds on deposit. These bond proceeds were generated by a 2010 bond issue approved by the Commission and City Council in 2010 for various local infrastructure and facility improvements. The City Attorney and staff will make a case that these locally generated bond proceeds are legally bound to be expended on the infrastructure and facility projects for which the bonds were sold. However, at this time there is no guarantee that argument will be upheld. The expenditure of these bond proceeds will be subject to approval by the Oversight Board. Low - income Senior Housing Facilities and Activities Currently, the Community Development Commission provides annual funding of City Council Meeting January 24, 2012 Page 4 of 4 $463,100 for two low- income senior citizen housing facilities —the Garvey Senior Housing Center and the Angelus Senior Housing Center. The City owns the land for these facilities and the Rosemead Housing Development owns the buildings. The annual $463,100 expenditures include $183,000 paid the City in land lease payments, and $226,200 paid to the City for overhead expenses and insurance. The remaining annual costs of $53,500 are budgeted to subsidize the rents and cover general utility and operational costs. The agreements between the Community Development Commission, the Housing Development Corporation and the City specifically provide that any funding shortfalls associated with these facilities are the responsibility of the Community Development Commission. However, with the dissolution of the Community Development Commission, continued funding for these low income housing facilities and activities are in question. The City Attorney and staff will make the case that these contracts and obligations are legally binding and must be maintained with funding from the existing redevelopment tax increment levy; however, currently, there is no guarantee that that will be the case. In an effort to address some of the low- income housing issues created by the elimination of local redevelopment agencies, SIB 654 (Steinberg) has been introduced in the legislature. Staff and the City Attorney are hopeful for the passage of this legislation which would enable the City to retain use of the existing low /moderate income housing fund balance of the Community Development Commission to continue the operation of these low- income senior citizen housing facilities. However, the prospects for enactment of this legislation are unclear at this time. Attachments —SB 659 (Padilla) SIB 654 (Steinberg) AMENDED IN ASSEMBLY JANUARY 13, 2012 AMENDED IN SENATE MAY 11, 2011 AMENDED IN SENATE MARCH 24, 2011 SENATE BILL No. 659 Introduced by Senator Hern andez Senators Padilla and Rubio (Principal coauthor: Senator Hernandez) (Coauthor: Senator Negrete McLeod) (Coauthors: Assembly Members Ma, Perea, and Solorio) February 18, 2011 An act to amend Seetion 507 of-, and to add Seetion 301.5 to, the San Gabriel Basin Water Quality,kuthorit)-Aet (Ghapter 776 oft ie Statutes of 19 2), relating to the San Gabriel Basin 'Alatef Quality Autborivr An act to amend Sections 34170, 34172, 34173, 34175, 34177, 34178, 34179, 34182, 34183, 34185, and 34187 of, to add Section 34189.5 to, and to repeal Sections 34178.7, 34188.8, and 34191 of the Health and Safety Code, and to amend Section 97.401 of the Revenue and Taxation Code, relating to community redevelopment. LEGISLATIVE COUNSEL'S DIGEST SB 659, as amended, Hemandez Padilla. San G B .., _ . __ QualityAtitherity! board members. Community redevelopment. Existing law suspends various activities of redevelopment agencies and prohibits the agencies from incurring indebtedness for a specified period. Existing law also dissolves redevelopment agencies and community development agencies, as ofOctober 1, 2011, and designates successor agencies, as defined Existing law requires successor agencies to wind down the affairs of the dissolved redevelopment agencies and to, among other things, repay enforceable obligations, as defined, and 96 SB 659 to remit unencumbered balances of redevelopment agency funds, including housing funds, to the county auditor - controller for distribution to taxing entities. Existing law imposes various. requirements on successor agencies and subjects successor agency actions to f the review of oversight boards. In the case of California Redevelopment Association v Matosantos, Case No. 5194861, the California Supreme Court ruled that the dissolution of redevelopment agencies and community development agencies shall take effect on February 1, 2012, or 4 months after the effective date or the deadline for performance of an obligation, except as specified. This bill would instead provide that dissolution of redevelopment agencies and community development agencies shall take effect on April 15, 2012, and as otherwise specified. Other specied provisions would become effective on May 1, 2012, or require performance of certain actions on or before July 1, 2012. remaining term of the offiee, as speeified-. Vote: majority. Appropriation: no. Fiscal committee: ttayes. State - mandated local program: no. f 96 -3— 5 B 659 The people of the State of California do enact as_follows: 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 SECTION 1. The Legislature fords and declares all of the following: (a) The Legislature's sole objective in enacting this act is to temporarily delay the dissolution of redevelopment agencies in order to provide the opportunity to address significant legal, financial, and practical issues related to the dissolution of redevelopment agencies that cannot be addressed once the dissolution occurs. (b) In enacting this act, the Legislature hereby intends to codify the California Supreme Courts December 29, 2011, holding in California Redevelopment Association v Malosantos, Case No. 5194861, while temporarily extending the tinneframe for implementing Section 7 of Chapter 5 of the First Extraordinary Session of the Statutes of 2011. (c) This act shall not be construed as permitting any redevelopment agency to incur new or expand existing monetary, legal, or contractual obligations, institute any condemnation proceedings, or issue any additional bonds, notes, or other indebtedness between the date of the California Supreme Court's holding in California Redevelopment Association v. Malosantos, Case No. 5194861, and April 15, 2012. SEC. 2. Section 34170 of the Health and Safety Code is amended to read: 34170. (a) Unless otherwise specified, all provisions of this part shall become operative on Oetaber 1 , 2011. April 15, 2012. The operative date of this part, and any amendments thereto, shall have no effect or the effective date of Chapter 5 of the First Extraordinary Session of the Statutes of 2011, or the operative date of Part 1.8 of Division 24. (b) If any provision of this part or the application thereof to any person or circumstance is held invalid, the invalidity shall not affect other provisions or applications of this part which can be given effect without the invalid provision or application, and to this end, the provisions of this part are severable. SEC. 3. Section 34172 of the Health and Safety Code is amended to read: 34172. (a) (1) All redevelopment agencies and redevelopment agency components of community development agencies created 96 SB 659 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 —4— under Part 1 (commencing with Section 33000) (commencing with Section 34000), Part 1.6 (comme Section 34050), and Part 1.7 (commencing with Sect that shall remain in existence on until th effeetia date of this part and are hereby dissolved and shall no 1 as a public body, corporate or politic effective Aprh Nothing in this part dissolves or otherwise affects the a community redevelopment commission, other than in i to act as a redevelopment agency, in its capacity as authority or for any other community development pur jurisdiction in which it operates. For those other nonredi purposes, the community development commission authority solely from federal or local laws, or from state than the Community Redevelopment Law, (Part 1 (cc with Section 33000)). (2) A community in which an agency has been will b under this section may not create a new agency pursua (commencing with Section 33000), Part 1.5 (comme Section 34000), Part 1.6 (commencing with Section Part 1.7 (commencing with Section 34100). However, a in which the agency has been dissolved and the succ¢ has paid off all of the former agency's enforceable may create a new agency pursuant to Part 1 (comme Section 33000), Part 1.5 (commencing with Section 3 1.6 (commencing with Section 34050), or Part 1.7 (cc with Section 34100), subject to the tax increment contained in Chapter 3.5 (commencing with Section Part 1.9 (commencing with Section 34192). (b) A41— Except as expressly provided in Section authority to transact business or exercise powers previor under the Community Redevelopment Law (Part 1 (cc with Section 33000) is hereby withdrawn from i redevelopment agencies effective October 1, 2011. (c) Solely for purposes of Section 16 of Article California Constitution, the Redevelopment Property Fund shall be deemed to be a special fund of the redevelopment agency that will be dissolved to pay t1 of and interest on loans, moneys advanced to, or in( whether funded, refunded, assumed, or otherwise incu redevelopment agency to finance or refinance, in whole Part 1.5 cing with )n 34100) operative tiger exist 15, 2012. rthority of ;authority a housing ose of the lerives its laws other nmencing dissolved it to Part 1 icing with 34050), or ommunity ;sor entity obligations icing with 000), Part nmencing provisions 4194.5) of 34169, all dy granted nmencing ie former VI of the Tax Trust dissolved ;principal ebtedness, Ted by the or in part, 96 -5— SB 659 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 the redevelopment projects of each redevelopment agency dissolved pursuant to this part. (d) Revenues equivalent to those that would have been allocated pursuant to subdivision (b) of Section 16 of Article XVI of the California Constitution shall be allocated to the Redevelopment Property Tax Trust Fund of each successor agency for making payments on the principal of and interest on loans, and moneys advanced to or indebtedness incurred by the dissolved redevelopment agencies. Amounts in excess of those necessary to pay obligations of the former redevelopment agency shall be deemed to be property tax revenues within the meaning of subdivision (a) of Section 1 of Article XIII A of the California Constitution. SEC. 4. Section 34173 of the Health and Safety Code is amended to read: 34173. (a) Successor agencies, as defined in this part, are hereby designated as successor entities to the former redevelopment agencies. (b) Except for those provisions of the Community Redevelopment Law that are repealed, restricted, or revised pursuant to the act adding this part, all authority, rights, powers, duties, and obligations previously vested with the former redevelopment agencies, under the Community Redevelopment Law, are hereby vested in the successor agencies. (c) (1) Where the redevelopment agency was in the form of a joint powers authority, and where the joint powers agreement governing the formation of the joint powers authority addresses the allocation of assets and liabilities upon dissolution of the joint powers authority, then each of the entities that created the former redevelopment agency may be a successor agency within the meaning of this part and each shall have a share of assets and liabilities based on the provisions of the joint powers agreement. (2) Where the redevelopment agency was in the form of a joint powers authority, and where the joint powers agreement governing the formation of the joint powers authority does not address the allocation of assets and liabilities upon dissolution of the joint powers authority, then each of the entities that created the former redevelopment agency may be a successor agency within the meaning of this part, a proportionate share of the assets and liabilities shall be based on the assessed value in the project areas 96 SB 659 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 —6— within each entity's jurisdiction, as determined by I assessor, in its jurisdiction as compared to the assesse land within the boundaries of the project areas of I redevelopment agency. (d) (1) A city, county, city and county, or the entitii the joint powers authority that authorized the creatir redevelopment agency may elect not to serve as a succes under this part. A city, county, city and county, or any i a joint powers authority that elects not to serve as a agency under this part must file a copy of a duly resolution of its governing board to that effect with auditor - controller no later than date of this pmt January 13, 2012. Any city, count) county, or anv member of a joint powers authority tha to serve as a successor agency may seek reconsiderc decision not to .serve as a successor agency by submittin petition for reconsideration to the Governor on or befor 15, 2012. The Governor shall possess the sole authori a petition for reconsideration. If the Governor grants for reconsideration, the petitioner shall serve as a succes notwithstanding its prior election declining to serve as e agency. (2) The determination of the first local agency tha become the successor agency shall be made by t auditor - controller based on the earliest receipt by I auditor - controller of a copy of a duly adopted resolu local agency's governing board authorizing such an e used in this section, "local agency" means any city, c and county, or special district in the county of t redevelopment agency. (3) If no local agency elects to serve as a successor a dissolved redevelopment agency, a public body, refern as a "designated local authority" shall be immediate pursuant to this part, in the county and shall be vested 1 powers and duties of a successor agency as described i The Governor shall appoint three residents of the coup as the governing board of the authority. The desigr authority shall serve as successor agency until a local ag to become the successor agency in accordance with thi county value of former s forming n of each oragency rember of successor county city and elects not Pion of its ! a written February y to grant a petition oragency successor elects to county county >n of the ction. As mty, city former ;ency for to herein formed, ith all the this part. t to serve ted local icy elects section. 96 -7— SB 659 1 2 3 4 5 6 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 (e) The liability of any successor agency, acting pursuant to the powers granted under the act adding this part, shall be limited to the extent of the total sum of property tax revenues it receives pursuant to this part and the value of assets transferred to it as a successor agency for a dissolved redevelopment agency. SEC. 5. Section 34175 of the Health and Safely Code is amended to read: 34175. (a) It is the intent of this part that pledges of revenues associated with enforceable obligations of the former redevelopment agencies are to be honored. It is intended that the cessation of any redevelopment agency shall not affect either the pledge, the legal existence of that pledge, or the stream of revenues available to meet the requirements of the pledge. (b) All assets, properties, contracts, leases, books and records, buildings, and equipment of the former redevelopment agency are transferred on Getobef 1, 2011 April 15, 2012, to the control of the successor agency, for administration pursuant to the provisions of this part. This includes all cash or cash equivalents and amounts owed to the redevelopment agency as of 0efo`0et4—,m } April 15, 2012. SEC. 6. Section 34177 of the Health and Safety Code is amended to read: 34177. Successor agencies are required to do all of the following: (a) Continue to make payments due for enforceable obligations. (1) On and after ( 1 , 201 April 15, 2012, and until a Recognized Obligation Payment Schedule becomes operative, only payments required pursuant to an enforceable obligations payment schedule shall be made. The initial enforceable obligation payment schedule shall be the last schedule adopted by the redevelopment agency under Section 34169. However, payments associated with obligations excluded from the definition of enforceable obligations by paragraph (2) of subdivision (e) of Section 34171 shall be excluded from the enforceable obligations payment schedule and be removed from the last schedule adopted by the redevelopment agency under Section 34169 prior to the successor agency adopting it as its enforceable obligations payment schedule pursuant to this subdivision. The enforceable obligation payment schedule may be amended by the successor agency at any public meeting and shall be subject to the approval of the 96 SB 659 — 1 oversight board as soon as the board has sufficient m 2 form a quorum. 3 (2) The Department of Finance and the Controller 4 have the authority to require any documents associate 5 enforceable obligations to be provided to them in a mane 6 choosing. Any taxing entity, the department, and the 7 shall each have standing to file a judicial action to 8 violation under this part and to obtain injunctive 9 appropriate relief. 10 (3) Commencing onga»uary May 1, 2012, or the dat 11 a Recognized Obligation Payment Schedule is dee 12 pursuant to paragraph (2) of subdivision (1), whichev 13 only those payments listed in the Recognized Obligatio 14 Schedule may be made by the successor agency from 15 specified in the Recognized Obligation Payment Sc. 16 addition, commencing —Ja:ivary May 1, 2012, the R 17 Obligation Payment Schedule shall supersede the St, 18 Indebtedness, which shall no longer be prepared not 19 effect under the Community Redevelopment Law. 20 (4) Nothing in the act adding this part is to be co 21 preventing a successor agency, with the prior appro 22 oversight board, as described in Section 34179, fro. 23 payments for enforceable obligations from sources other 24 listed in the Recognized Obligation Payment Schedule 25 (5) From 9etober 1, 2011 April 15, 2012, to Jul, 26 inclusive, a successor agency shall have no authority an 27 prohibited from accelerating payment or making any 28 payments that are intended to prepay loans unless such a 29 repayments were required prior to the effective date of 30 (b) Maintain reserves in the amount required by i 31 trust indentures, or similar documents governing the i 32 outstanding redevelopment agency bonds. 33 (c) Perform obligations required pursuant to any e 34 obligation. 35 (d) Remit unencumbered balances of redevelopme 36 funds to the county auditor - controller for distribution to 37 . entities, including, but not limited to, the unencumber 38 of the Low and Moderate Income Housing Fund of 39 redevelopment agency. In making the distribution, t 40 auditor- controller shall utilize the same methodology foi to [all each with the r of their prevent a or other on which tied valid r is later, [ Payment the funds edule. In ement of have any strued as al of the t making han those 1, 2012, is hereby ump -sum :celerated his part. dentures, nuance of nt agency the taxing :d balance a former ie county allocation 96 -9— SB 659 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 and distribution of property tax revenues provided in Section 34188. (e) Dispose of assets and properties of the former redevelopment agency as directed by the oversight board; provided, however, that the oversight board may instead direct the successor agency to transfer ownership of certain assets pursuant to subdivision (a) of Section 34181. The disposal is to be done expeditiously and in a manner aimed at maximizing value. Proceeds from asset sales and related funds that are no longer needed for approved development projects or to otherwise wind down the affairs of the agency, each as determined by the oversight board, shall be transferred to the county auditor - controller for distribution as property tax proceeds under Section 34188. (f) Enforce all former redevelopment agency rights for the benefit of the taxing entities, including, but not limited to, continuing to collect loans, rents, and other revenues that were due to the redevelopment agency. (g) Effectuate transfer of housing functions and assets to the appropriate entity designated pursuant to Section 34176. (h) Expeditiously wind down the affairs of the redevelopment agency pursuant to the provisions of this part and in accordance with the direction of the oversight board. (i) Continue to oversee development of properties until the contracted work has been completed or the contractual obligations of the former redevelopment agency can be transferred to other parties. Bond proceeds shall be used for the purposes for which bonds were sold unless the purposes can no longer be achieved, in which case, the proceeds may be used to defease the bonds. 0) Prepare a proposed administrative budget and submit it to the oversight board for its approval. The proposed administrative budget shall include all of the following: (1) Estimated amounts for successor agency administrative costs for the upcoming six -month fiscal period. (2) Proposed sources of payment for the costs identified in paragraph (1). (3) Proposals for arrangements for administrative and operations services provided by a city, county, city and county, or other entity. (k) Provide administrative cost estimates, from its approved administrative budget that are to be paid from property tax revenues 96 SB 659 II 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 —10— deposited in the Redevelopment Property Tax Trust I county auditor - controller for each six -month fiscal pe (1) (1) Before each six -month fiscal period, Recognized Obligation Payment Schedule in accordai requirements of this paragraph. For each recognized the Recognized Obligation Payment Schedule shall i or more of the following sources of payment: (A) Low and Moderate Income Housing Fund. (B) Bond proceeds. (C) Reserve balances. (D) Administrative cost allowance. (E) The Redevelopment Property Tax Trust Fund, the extent no other funding source is available or wh from property tax revenues is required by an enforceabl or by the provisions of this part. (F) Other revenue sources, including rents, conces sale proceeds, interest earnings, and any other reven from the former redevelopment agency, as appro oversight board in accordance with this part. (2) A Recognized Obligation Payment Schedule deemed valid unless all of the following conditions ha% (A) A draft Recognized Obligation Payment prepared by the successor agency for the enforceable of the former redevelopment agency by November 1 1, 2012. From Oeteber 1 , 2011 April 15, 2012, to h inclusive, the initial draft of that schedule shall proje and amounts of scheduled payments for each enforceabl for the remainder of the time period during redevelopment agency would have been authorized property tax increment had such a redevelopment ager dissolved, and shall be reviewed and certified, as to i by an external auditor designated pursuant to Section (B) The certified Recognized Obligation Payment submitted to and duly approved by the oversight boar (C) A copy of the approved Recognized Obligatii Schedule is submitted to the county auditor - controll the Controller's office and the Department of Finance at on the successor agency's Internet Web site. (3) The Recognized Obligation Payment SchedL forward looking to the next six months. The first to the with the one only to s, asset derived by the not be m met: lule is 4F+ May 1, 2012, the dates hich the obligate i not been accuracy, 1182. hedule is Payment and both be posted shall be 96 -11— SB 659 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 Obligation Payment Schedule shall be submitted to the Controller's office and the Department of Finance by - ^--vim mbe 'rrrmT May 15, 2012, for the period of4anuary June 1, 2012, to June 30, 2012, inclusive. Fofmer redevelopment Redevelopment agency_ enforceable obligation payments due, and reasonable or necessary administrative costs due or incurred, prior to January l April 15, 2012, shall be made from property tax revenues received in the spring of 2011 property tax distribution, from property tax revenues received pursuant to Section 34183, and from other revenues and balances transferred to the successor agency. SEC. 7. Section 34178 of the Health and Safety Code is amended to read: 34178. (a) Commencing on the apemfive date of this part October 1, 2011, agreements, contracts, or arrangements between the city or county, or city and county that created the redevelopment agency and the redevelopment agency are invalid and shall not be binding on the successor agency; provided, however, that a successor entity wishing to enter or reenter into agreements with the city, county, or city and county that formed the redevelopment agency that it is succeeding may do so upon obtaining the approval of its oversight board. (b) Notwithstanding subdivision (a), any of the following agreements are not invalid and may bind the successor agency: (1) A duly authorized written agreement entered into at the time of issuance, but in no event later than December 31, 2010, of indebtedness obligations, and solely for the purpose of securing or repaying those indebtedness obligations. (2) A written agreement between a redevelopment agency and the city, county, or city and county that created it that provided loans or other startup funds for the redevelopment agency that were entered into within two years of the formation of the redevelopment agency. (3) A joint exercise of powers agreement in which the redevelopment agency is a member of the joint powers authority. However, upon assignment to the successor agency by operation of the act adding this part, the successor agency's rights, duties, and performance obligations under that joint exercise of powers agreement shall be limited by the constraints imposed on successor agencies by the act adding this part. 96 5B 659 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 —12— SEC. 8. Section 34178.7 of the Health and repealed. Code is fiseal year. SEC 9 Section 34179 of the Health and Safety Code is amended to read: 34179. (a) Each successor agency shall have an oversight board composed of seven members. The members shall elect one of their members as the chairperson and shall report the name of the chairperson and other members to the Department of Finance on or beforejanuuary May 1, 2012. Members shall be selected as follows: (1) One member appointed by the county board of supervisors. (2) One member appointed by the mayor for the city that formed the redevelopment agency. l (3) One member appointed by the largest special district, by property tax share, with territory in the territorial jurisdiction of the former redevelopment agency, which is of the type of special district that is eligible to receive property tax revenues pursuant to Section 34188. (4) One member appointed by the county superintendent of education to represent schools if the superintendent islelected. If the county superintendent of education is appointed, then the appointment made pursuant to this paragraph shall be made by the county board of education. (5) One member appointed by the Chancellor of the California Community Colleges to represent community college districts in the county. (6) One member of the public appointed by the county board of supervisors. 1 (7) One member representing the employees of the former redevelopment agency appointed by the mayor or chair of the board of supervisors, as the case may be, from the recognized employee organization representing the largest number of former 96 -13— SB 659 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 redevelopment agency employees employed by the successor agency at that time. (8) If the county or a joint powers agency formed the redevelopment agency, then the largest city by acreage in the territorial jurisdiction of the former redevelopment agency may select one member. if there are no cities with territory in a project area of the redevelopment agency, the county superintendent of education may appoint an additional member to represent the public. (9) If there are no special districts of the type that are eligible to receive property tax pursuant to Section 34188, within the territorial jurisdiction of the former redevelopment agency, then the county may appoint one member to represent the public. (10) Where a redevelopment agency was formed by an entity that is both a charter city and a county, the oversight board shall be composed of seven members selected as follows: three members appointed by the mayor of the city, where such appointment is subject to confirmation by the county board of supervisors, one member appointed by the largest special district, by property tax share, with territory in the territorial jurisdiction of the former redevelopment agency, which is the type of special district that is eligible to receive property tax revenues pursuant to Section 34188, one member appointed by the county superintendent of education to represent schools, one member appointed by the Chancellor of the California Community Colleges to represent community college districts, and one member representing employees of the former redevelopment agency appointed by the mayor of the city where such an appointment is subject to confirmation by the county board of supervisors, to represent the largest number of former redevelopment agency employees employed by the successor agency at that time. (b) The Governor may appoint individuals to fill any oversight board member position described in subdivision (a) that has not been filled by4anaary May 15, 2012, or any member position that remains vacant for more than 60 days. (c) The oversight board may direct the staff of the successor agency to perform work in furtherance of the oversight board's duties and responsibilities under this part. The successor agency shall pay for all of the costs of meetings of the oversight board and may include such costs in its administrative budget. Oversight 96 SB 659 —14— 1 board members shall serve without compensation or reimbursement 2 for expenses. 3 (d) Oversight board members shall have personal immunity 4 from suit for their actions taken within the scone of their 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 responsibilities as oversight board members. (e) A majority of the total membership of the oversight board shall constitute a quorum for the transaction of business. A majority vote of the total membership of the oversight board is required for the oversight board to take action. The oversight board shall be deemed to be a local entity for purposes of the Ralph M. Brown Act, the California Public Records Act, and the Political Reform Act of 1974. t (f) All notices required by law for proposed oversight board actions shall also be posted on the successor agency's Internet Web site or the oversight board's Internet Web site. (g) Each member of an oversight board shall serve at the pleasure of the entity that appointed such member. (h) The Department of Finance may review an oversight board action taken pursuant to the act adding this part. As such, all oversight board actions shall not be effective for three business days, pending a request for review by the department. Each oversight board shall designate an official to whom the department may make such requests and who shall provide the department with the telephone number and e-mail contact information for the purpose of communicating with the department pursuant to this subdivision. In the event that the department requests al review of a given oversight board action, it shall have 10 days from the date of its request to approve the oversight board action or return it to the oversight board for reconsideration and such oversight board action shall not be effective until approved by the department. In the event that the department returns the oversight board action to the oversight board for reconsideration, the oversight board shall resubmit the modified action for department approval and the modified oversight board action shall not become effective until approved by the department. I (i) Oversight boards shall have fiduciary responsibilities to holders of enforceable obligations and the taxing entities that benefit from distributions of property tax and other revenues pursuant to Section 34188. Further, the provisions of Division 4 (commencing with Section 1000) of the Government Code shall 96 -15— SB 659 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 apply to oversight boards. Notwithstanding Section 1099 of the Government Code, or any other law, any individual may simultaneously be appointed to up to five oversight boards and may hold an office in a city, county, city and county, special district, school district, or community college district. 0) Commencing on and after July 1, 2016, in each county where more than one oversight board was created by operation of the act adding this part, there shall be only one oversight board appointed as follows: (1) One member may be appointed by the county board of supervisors. (2) One member may be appointed by the city selection committee established pursuant to Section 50270 of the Government Code. In a city and county, the mayor may appoint one member. (3) One member may be appointed by the independent special district selection committee established pursuant to Section 56332 of the Government Code, for the types of special districts that are eligible to receive property tax revenues pursuant to Section 34188. (4) One member may be appointed by the county superintendent of education to represent schools if the superintendent is elected. If the county superintendent of education is appointed, then the appointment made pursuant to this paragraph shall be made by the county board of education. (5) One member may be appointed by the Chancellor of the California Community Colleges to represent community college districts in the county. (6) One member of the public may be appointed by the county board of supervisors. (7) One member may be appointed by the recognized employee organization representing the largest number of successor agency employees in the county. (k) The Governor may appoint individuals to fill any oversight board member position described in subdivision 0) that has not been filled by July 15, 2016, or any member position that remains vacant for more than 60 days. (q Commencing on and after July 1, 2016, in each county where only one oversight board was created by operation of the act adding this part, then there will be no change to the composition of that oversight board as a result of the operation of subdivision (b). 96 SB 659 4 5 6 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 —16— (m) Any oversight board for a given successor ag'i cease to exist when all of the indebtedness of the redevelopment agency has been repaid. 1 SEC. 10. Section 34182 of the Health and Safet amended to read: { 34182. (a) (1) The county auditor - controller shall' cause to be conducted an agreed -upon procedures auc redevelopment agency in the county that is subject to tl be completed by IMareh July 1, 2012. (2) The purpose of the audits shall be to estal redevelopment agency's assets and liabilities, to doci determine each redevelopment agency's passthrougl obligations to other taxing agencies, and to docu determine both the amount and the terms of any inc incurred by the redevelopment agency and certify Recognized Obligation Payment Schedule. (3) The county auditor - controller may charge the Rede Property Tax Trust Fund for any costs incurred by t auditor - controller pursuant to this part. (b) By Marcy July 1, 2012, the county auditor shall provide the Controller's office a copy of all audits 1 pursuant to this section. The county auditor- contri maintain a copy of all documentation and working pap i by the Controller. (c) (1) The county auditor - controller shall determine t of property taxes that would have been allocatec redevelopment agency in the county had the redevelopm not been dissolved pursuant to the operation of the act a part. These amounts are deemed property tax revenues meaning of subdivision (a) of Section 1 of Article XI1 California Constitution and are available for allot distribution in accordance with the provisions of the this part. The county auditor - controller shall calculate th tax revenues using current assessed values on the last roll on August 20, pursuant to Section 2052 of the Re Taxation Code, and pursuant to statutory formulas or c agreements with other taxing agencies, as of the effecti this section, and shall deposit that amount in the Rede Property Tax Trust Fund. ncy shall dissolved Code is onduct or it of each is part, to lish each ment and payment nent and ebtedness he initial felopment ie county controller erformed Iler shall rs for use ie amount to each ntagency ]ding this ,vithin the I A of the ition and ct adding property equalized lenue and date of 96 -17— SB 659 4 5 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 (2) Each county auditor - controller shall administer the Redevelopment Property Tax Trust Fund for the benefit of the holders of former redevelopment agency enforceable obligations and the taxing entities that receive passthrough payments and distributions of property taxes pursuant to this part. (3) In connection with the allocation and distribution by the county auditor - controller of property tax revenues deposited in the Redevelopment Property Tax Trust Fund, in compliance with this part, the county auditor - controller shall prepare estimates of amounts to be allocated and distributed, and provide those estimates to both the entities receiving the distributions and the Department of Finance, no later than November I and May 1 of each year. (4) Each county auditor - controller shall disburse proceeds of asset sales or reserve balances, which have been received from the successor entities pursuant to Sections 34177 and 34187, to the taxing entities. In making such a distribution, the county auditor - controller shall utilize the same methodology for allocation and distribution of property tax revenues provided in Section 34188. (d) By October 1, 2012, the county auditor - controller shall report the following information to the Controller's office and the Director of Finance: (1) The suns of property tax revenues remitted to the Redevelopment Property Tax Trust Fund related to each former redevelopment agency. (2) The sums of property tax revenues remitted to each agency under paragraph (1) of subdivision (a) of Section 34183. (3) The sums of property tax revenues remitted to each successor agency pursuant to paragraph (2) of subdivision (a) of Section 34183. (4) The sums of property tax revenues paid to each successor agency pursuant to paragraph (3) of subdivision (a) of Section 34183. (5) The sums paid to each city, county, and special district, and the total amount allocated for schools pursuant to paragraph (4) of subdivision (a) of Section 34183. (6) Any amounts deducted from other distributions pursuant to subdivision (b) of Section 34183. - 96 SB 659 —18— 1 (e) A county auditor - controller may charge the Redevelopment 2 Property Tax Trust Fund for the costs of administering the 3 provisions of this part. 4 (0 The Controller may audit and review any county 5 auditor - controller action taken pursuant to the act adding this part. 6 As such, all county auditor - controller actions shall not Se effective 7 for three business days, pending a request for review by the 8 Controller. In the event that the Controller requests a review of a 9 given county auditor - controller action, he or she shall have 10 days 10 from the date of his or her request to approve the county 11 auditor- controller's action or return it to the county 12 auditor - controller for reconsideration and such county 13 auditor - controller action shall not be effective until approved by 14 the Controller. In the event that the Controller returns the county 15 auditor - controller's action to the county auditor - controller for 16 reconsideration, the county auditor - controller must resubmit the 17 modified action for Controller approval and such modified county 18 auditor - controller action shall not become effective until approved 19 by the Controller. 20 SEC. 11. Section 34183 of the Health and Safety Code is 21 amended to read: 22 34183. (a) Notwithstanding any other law, from �eteI I 23 20+47Apri115, 2012, to July 1, 2012, inclusive, and for each fiscal 24 year thereafter, the county auditor - controller shall, after 25 administrative costs allowed under Section 34182 and Section 95.3 26 of the Revenue and Taxation Code, allocate moneys in each 27 Redevelopment Property Tax Trust Fund as follows: 1 28 (1) Subject to any prior deductions required by subd ivision (b), 29 first, the county auditor - controller shall remit from the 30 Redevelopment Property Tax Trust Fund to each local agency and 31 school entity an amount of property tax revenues in an amount 32 equal to that which would have been received under Section 33401, 33 33492.140, 33607, 33607.5, 33607.7, or 33676, as those sections 34 read on January 1, 2011, or pursuant to any passthrough agreement 35 between a redevelopment agency and a taxing jurisdiction that 36 was entered into prior to January 1, 1994, that would be in force 37 during that fiscal year, had the redevelopment agency existed at 38 that time. The amount of the payments made pursuant to this 39 paragraph shall be calculated solely on the basis of passthrough 40 payment obligations, existing prior to the effective date of this part 96 -19— S B 659 1 and continuing as obligations of successor entities, shall occur no 2 later than 4anuafy 16, 2012, and no later than June 1, 2012, and 3 each January 16 and June 1 thereafter. Notwithstanding subdivision 4 (e) of Section 33670, that portion of the taxes in excess of the 5 amount identified in subdivision (a) of Section 33670, which are 6 attributable to a tax rate levied by a taxing agency for the purpose 7 of producing revenues in an amount sufficient to make annual 8 repayments of the principal of, and the interest on, any bonded 9 indebtedness for the acquisition or improvement of real property 10 shall be allocated to, and when collected shall be paid into, the 1 1 fund of that taxing agency. 12 (2) Second, on ganttafy 16, 2012, June 1, 2012,.for the 13 period beginning April 15, 1011, and ending December 31, 1011, 14 and each January 16 and June I thereafter, to each successor agency 15 for payments listed in its Recognized Obligation Payment Schedule 16 for the six -month fiscal period beginning 4anuary 1, 2012, or Itt4y 17 ", —ro 12 an Q each January 16 and June 1 thereafte , in the following 18 order of priority: 19 (A) Debt service payments scheduled to be made for tax 20 allocation bonds. 21 (B) Payments scheduled to be made on revenue bonds, but only 22 to the extent the revenues pledged for them are insufficient to make 23 the payments and only where the agency's tax increment revenues 24 were also pledged for the repayment of the bonds. 25 (C) Payments scheduled for other debts and obligations listed 26 in the Recognized Obligation Payment Schedule that are required 27 to be paid from former tax increment revenue. 28 (3) Third, on June 1, 2012, and each 29 January 16 and June 1 thereafter, to each successor agency for the 30 administrative cost allowance, as defined in Section 34171, for 31 administrative costs set forth in an approved administrative budget 32 for those payments required to be paid from former tax increment 33 revenues. 34 (4) Fourth, on januafy 16, 2012, June 1, 2012, and each 35 January 16 and June I thereafter, any moneys remaining in the 36 Redevelopment Property Tax Trust Fund after the payments and 37 transfers authorized by paragraphs (1) to (3), inclusive, shall be 38 distributed to local agencies and school entities in accordance with 39 Section 34188. 96 SB 659 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 —20— (b) If the successor agency reports, no later than ' 2011, an an May4 15, 2012, and each December 1 and May 1 thereafter, to the county auditor - controller that the total amount available to the successor agency from the Redevelopment Property Tax Trust Fund allocation to that successor) agency's Redevelopment Obligation Retirement Fund, from other funds transferred from each redevelopment agency, and from) funds that have or will become available through asset sales and all redevelopment operations, are insufficient to fund thel payments required by paragraphs (1) to (3), inclusive, of subdivision (a) in the next six-month fiscal period, the county auditor - controller shall notify the Controller and the Department of Finance no later than 10 days from the date of that notification. Tlie county auditor- controller shall verify whether the successor agency will have sufficient funds from which to service debts according to the Recognized Obligation Payment Schedule and shall report the findings to the Controller. If the Controller concurs that there are insufficient funds to pay required debt service, the amount of the deficiency shall be deducted first from the amount remaining to be distributed to taxing entities pursuant to paragraph (4), and if that amount is exhausted, from amounts available for distribution for administrative costs in paragraph (3). If an agency, pursuant to the provisions of Section 33492.15, 33492.72, 33607.5, 33671.5, 33681.15, or 33688, made passthrough payment obligations subordinate to debt service payments required for enforceable obligations, funds for servicing bond debt may be deducted from the amounts for passthrough payments under paragraph (1), as provided in those sections, but only to the extent that thb amounts remaining to be distributed to taxing entities pursuant tolparagraph (4) and the amounts available for distribution for administrative costs in paragraph (3) have all been exhausted. (c) The county treasurer may loan any funds from the county treasury that are necessary to ensure prompt paiments of redevelopment agency debts. (d) The Controller may recover the costs of audit and oversight required under this part from the Redevelopment Property Tax Trust Fund by presenting an invoice therefor to the county auditor - controller who shall set aside sufficient funds for and disburse the claimed amounts prior to making the next distributions to the taxing jurisdictions pursuant to Section 34188. Subject to 96 -21— SB 659 2 3 4 10 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 the approval of the Director of Finance, the budget of the Controller. may be augmented to reflect the reimbursement, pursuant to Section 28.00 of the Budget Act. (e) Notwithstanding any other law, on February 1, 2012, for the period February 1, 2012, to April 15, 2012, inclusive, the county auditor - controller shall, after deducting administrative costs allowed under Section 95.3 of the Revenue and Taxation Code, allocate to redevelopment agencies revenues equivalent to those that would have been allocated to a community redevelopment agency to make the payments listed on the enforceable obligation payment schedule adopted pursuant to Section 34169. On April 15, 2012, for the period April 15, 2012, to June 1, 2012, inclusive, the county auditor - controller .shall, after deducting administrative costs allowed under Section 95.3 of the Revenue and Taxation Code allocate to successor agencies revenue equivalent to those that would have been allocated to a community redevelopment agency to make the payments listed on the enforceable obligation payment schedule adopted pursuant to Section 34177. SEC. 12. Section 34185 of the Health and Safety Code is amended to read: 34185. Commencing onjaauxey 1-6 May 1, 2012, and on each January 16 and June 1 thereafter, the county auditor - controller shall transfer, from the Redevelopment Property Tax Trust Fund of each successor agency into the Redevelopment Obligation Retirement Fund of that agency, an amount of property tax revenues equal to that specified in the Recognized Obligation Payment Schedule for that successor agency as payable from the Redevelopment Property Tax Trust Fund subject to the limitations of Sections 34173 and 34183. SEC. 13. Section 34187 of the Health and Safety Code is amended to read: 34187. Commencingjanaaty May 1, 2012, whenever a recognized obligation that had been identified in the Recognized Payment Obligation Schedule is paid off or retired, either through early payment or payment at maturity, the county auditor - controller shall distribute to the taxing entities, in accordance with the provisions of the Revenue and Taxation Code, all property tax revenues that were associated with the payment of the recognized obligation. 96 SB 659 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 —22— SEC. 14. Section 34188.8 of the Health and repealed. Code is SEC. 15. Section 34189.5 is added to the Health and Safety Code, to read: 34189.5. In enacting the act that adds this .section, it is the intent ofthe Legislature to preserve the California Supreme Court's December 29, 2011, holding in California Redevelopment Association v. Matosanios, Case No. 5194861, while extending the timeframe for implementing Ch le I the First Extraordinary Session of the Statutes of 2011. (a) Notwithstanding any other provision of this act c law, a redevelopment agency shall not incur new or expo monetary, legal, or contractual obligations, im condemnation proceedings, or issue any additional b( or other indebtedness commencing December 29, 20 15, 2012, inclusive. (b) This section shall not be construed to alter o restriction on redevelopment agency activities contai 1.8 (commencing with Section 34161). SEC. 16. Section 34191 of the Health and Safe repealed. any other d existing lute any ds, notes, ', to April limit any , d in Part Code is 96 -23— S B 659 1 2 3 4 5 6 7 10 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 (b) Exeept as otherwise provided by law, f6f purposes of--a to Seetion 34195, the fi5llowing shall app4r. (1) Any refefenee to "januafy 1, 201 T" shall be eonstmed-to mean 4anuttfy 1 of the yeat: preeeding the year that the date of this pati shall tnean the date that is the equivalent to the "6eteber 1, 2911," iden in Secti 34167 for ♦L_. (3) Exeept as provided in paragraphs (!) and (2), any referettee to .. date e efta i n shall e artst .,..1 .. . .L _ J,.., W __d f part; the date that the redevelopment ageftey- beeame sttbjeet to this that is eqttiyalent to the duration of titne between the oper date ofthis paFt and the date eeftaitt identified in statute. SEC. 17. Section 97.401 of the Revenue and Taxation Code is amended to read: 97.401. Commencing 9etebei— r April 15, 2012, the county auditor shall make the calculations required by Section 97.4 based on the amount deposited on behalf of each former redevelopment agency into the Redevelopment Property Tax Trust Fund pursuant to paragraph (1) of subdivision (c) of Section 34182 of the Health and Safety Code. The calculations required by Section 97.4 shall result in cities, counties, and special districts annually remitting to the Educational Revenue Augmentation Fund the same amounts they would have remitted but for the operation of Part 1.8 (commencing with Section 3416 1) and Part 1.85 (commencing with Section 34170) of Division 24 of the Health and Safety Code. SEGTI N 1 c_...:__ 301 5 i added t the c.._ G n....:_ to read to subdivision (a) of Section 503, the Board of Direeters of the (b) With respect to a member or altemate appointed pursttant to subdivision (b) of Seetion 503, the Board of Bifeetors of the San Gabriel Valley Munieipal Water Distfiet. 96 M E 1' 4 5 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 AMENDED IN SENATE JANUARY 4, 2012 SENATE BILL No. 654 Introduced by Senator Steinberg February 18, 2011 An act relating to taxation to amend Sections 34171, 34176, and 34177 of the Health and Safety Code, relating to redevelopment. LEGISLATIVE COUNSEL'S DIGEST S13 654, as amended, Steinberg. Patient n- _._,..:__ an d . m__ dable Garr A _ . _ Redevelopment. Existing law suspends various activities of redevelopment agencies and prohibits the agencies from incurring indebtedness_for a specified period Existing law also dissolves redevelopment agencies and community development agencies, as of October 1, 2011, and designates successor agencies, as defined Existing law requires successor agencies to wind down the affairs of the dissolved redevelopment agencies and to, among other things, repay enforceable obligations, as defined, and to remit unencumbered balances of redevelopment agency funds, including housingfunds, to the county auditor -co ntrollerfor distribution to taxing entities. Existing law authorizes the city, county, or city and county that authorized the creation ofa redevelopment agency to retain the housing assets, functions, annd powers previously performed by the redevelopment agency, excluding amours on deposit in the Low and Moderate Income Housing Fund. This bill would revise the definition of the term "enforceable obligation " and modify provisions relating to the transfer of housing funds and responsibilities associated with dissolved redevelopment agencies. The bill would provide that any amounts on deposit in the 98 SB 654 —2— Low and Moderate Income Housing Fund of a dissolved redevelopment agency be transferred to specked entities. The bill would make conforming changes. I P and Affordable G ore A _t Vote: majority. Appropriation: no. Fiscal committee:" eyes. State - mandated local program: no. The people of the State of California do enact I SECTION]. Section 34171 of the Health and Sgfi L eanings: Code is 2 amended to read: 3 34171.. The following terms shall have the following meanings: 4 (a) Administrative budget' means the budget for admimstrative 5 costs of the successor agencies as provided in Section 34177. 6 (b) "Administrative cost allowance" means an amount that, 7 subject to the approval of the oversight board, is payable from 8 property tax revenues of up to 5 percent of the property tax 9 allocated to the successor agency for the 2011 -12 fiscal year and 10 up to 3 percent of the property tax allocated to the Redevelopment 11 Obligation Retirement Fund money that is allocated to the 12 successor agency for each fiscal year thereafter; provided, however, 13 that the amount shall not be less than two hundred fi thousand 14 dollars ($250,000) for any fiscal year or such lesser amount as 15 agreed to by the successor agency. However, the allowanee amount 16 shall exclude any administrative costs that can be paid from bond 17 proceeds or from sources other than property tax. 18 (c) "Designated local authority" shall mean a public entity 19 formed pursuant to subdivision (d) of Section 34173. 20 (d) (1) "Enforceable obligation" means any of the following: 21 (A) Bonds, as defined by Section 33602 and bonds issued 22 pursuant to Section 58383 of the Government Code, including the 23 required debt service, reserve set - asides, and any otherlpayments 24 required under the indenture or similar documents governing the 98 -3— SB 654 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 issuance of the outstanding bonds of the former redevelopment agency. (B) Loans of moneys borrowed by the redevelopment agency for a lawful purpose, to the extent they are legally required to be repaid pursuant to a required repayment schedule or other mandatory loan terms. (C) Payments required by the federal government, preexisting obligations to the state or obligations imposed by state law, other than passthrough payments that are made by the county auditor - controller pursuant to Section 34183, or legally enforceable payments required in connection with the agencies' employees, including, but not limited to, pension payments, pension obligation debt service, unemployment payments, or other obligations conferred through a collective bargaining agreement. (D) Judgments or settlements entered by a competent court of law or binding arbitration decisions against the former redevelopment agency, other than passthrough payments that are made by the county auditor - controller pursuant to Section 34183. Along with the successor agency, the oversight board shall have the authority and standing to appeal any judgment or to set aside any settlement or arbitration decision. (E) Any legally binding and enforceable agreement or contract that is not otherwise void as violating the debt limit or public policy. However, nothing in this act shall prohibit either the successor agency, with the approval or at the direction of the oversight board, or the oversight board itself from terminating any existing agreements or contracts and providing any necessary and required compensation or remediation for such termination. (F) Contracts or agreements necessary for the administration or operation of the successor agency, in accordance with this part, including, but not limited to, agreements to purchase or rent office space, equipment and supplies, and pay - related expenses pursuant to Section 33127 and for carrying insurance pursuant to Section 33134. (G) Amounts borrowed from or payments owing to the Low and Moderate Income Housing Fund of a redevelopment agency, which had been deferred as of the effective date of the act adding this part; provided, however, that the repayment schedule is approved by the oversight board. 98 SB 654 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 —4— (2) For purposes of this part, "enforceable obligatior include any agreements, contracts, or arrangements N city, county, or city and county that created the rede agency and the former redevelopment agency. Howev agreements entered into (A) at the time of issuance, but _ later than December 31, 2010, of indebtedness oblige (B) solely for the purpose of securing or repay indebtedness obligations may be deemed enforceable c for purposes of this part. Notwithstanding this parag agreements entered into between the redevelopment a the city, county, or city and county that created it, withir of the date of creation of the redevelopment agency, or years of the date of the creation of a project area if i speck to that project area, and any obligations it paragraph (1) ofsubdivision (d) of Section 33691 may to be enforceable obligations. (3) Contracts or agreements between the former rede agency and other public agencies, to perform services funding for governmental or private services or capit outside of redevelopment project areas that do not prov to the redevelopment project and thus were not properly under Part 1 (commencing with Section 33000) shall I void on the effective date of this part; provided, howeve contracts or agreements for the provision of housin authorized under Part 1 (commencing with Section 3 not be deemed void. (e) "Indebtedness obligations" means bonds, notes, i of participation, or other evidence of indebtedness, delivered by the redevelopment agency, or by a joint i powers authority created by the redevelopment third -party investors or bondholders to finance or redevelopment projects undertaken by the redevelopm in compliance with the Community Redevelopment L (commencing with Section 33000)). (f) "Oversight board" shall mean each entity establish¢ to Section 34179. (g) "Recognized obligation' means an obligation li Recognized Obligation Payment Schedule. (h) "Recognized Obligation Payment Schedule" document setting forth the minimum payment amoun does not veen the written no event ans, and R those aph, loan ;ency and two years vithin two ie loan is posed by e deemed provide projects benefit deemed that such >suea or -rcise of mcy, to efinance t agency v (Part 1 pursuant -d in the :ans the and due 98 -5— SB 654 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 dates of payments required by enforceable obligations for each six -month fiscal period as provided in subdivision (m) of Section 34177. (i) "School entity" means any entity defined as such in subdivision (f).of Section 95 of the Revenue and Taxation Code. 0) "Successor agency" means the county, city, or city and county that authorized the creation of each redevelopment agency or another entity as provided in Section 34173. (k) "Taxing entities" means cities, counties, a city and county, special districts, and school entities, as defined in subdivision (f) of Section 95 of the Revenue and Taxation Code, that receive passthrough payments and distributions of property taxes pursuant to the provisions of this part. SEC. 2. Section 34176 of the Health and Safety Code is amended to read: 34176. (a) The city, county, or city and county that authorized the creation of a redevelopment agency may elect to retain the housing assets and functions previously performed by the redevelopment agency. If a city, county, or city and county elects to retain the responsibility for performing housing functions previously performed by a redevelopment agency, all rights, powers, duties, and obligations, xeluding associated with the housing activities ofthe agency, including any amounts on deposit in the Low and Moderate Income Housing Fund, shall be transferred to the city, county, or city and county. Any funds transferred to the city, county, or city and county pursuant to this subdivision shall be maintained in a separate Low and Moderate Income Housing Fund and expended pursuant to the provisions of the Community Redevelopment Law relating to the Low and Moderate Income Housing Fund. (b) If a city, county, or city and county does not elect to retain the responsibility for performing housing functions previously performed by a redevelopment agency, all rights, powers, assets, liabilities, duties, and obligations associated with the housing activities of the agency, exeleding including any amounts in the Low and Moderate Income Housing Fund, shall be transferred as follows: 98 SB 654 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 —6— (- (1) Where there is one local housing authority in tha jurisdiction of the former redevelopment agency, to housing authority. (-) (2) Where there is more than one local housing auth territorial jurisdiction of the former redevelopment age local housing authority selected by the city, county, A county that authorized the creation of the redevelopme (3) Where there is no local housing authority in the jurisdiction of the former redevelopment agency or whe, housing authority selected does not accept the respon performing housing functions previously performed by redevelopment agency, to the Department of Ho Community Development. (c) Commencing on the operative date of this part. assuming the housing functions formerly perform redevelopment agency -nay shall enforce affordability and perform related activities pursuant to applicable pr the Community Redevelopment Law (Part 1 (comme Section 33000)), including, but not limited to, Section SEC. 3. Section 34177 of the Health and Safei amended to read: 34177. Successor agencies are required to do following: (a) Continue to make payments due for enforceable c (1) On and after October 1, 2011, and until a F Obligation Payment Schedule becomes operative, onl} required pursuant to an enforceable obligations paymei shall be made. The initial enforceable obligation payme shall be the last schedule adopted by the redevelopm under Section 34169. However, payments assoc obligations excluded from the definition of enforceable by paragraph (2) of subdivision -H (d) of Section 341 excluded from the enforceable obligations payment sc be removed from the last schedule adopted by the rede agency under Section 34169 prior to the successor agent it as its enforceable obligations payment schedule purl subdivision. The enforceable obligation payment sch be amended by the successor agency at any public tr territorial that local ty in the Y, to the city and agency. the local bility for e former ine and the entity d by the covenants visions of icing with 33418. � Code is of the payments :schedule tschedule nt agency ded with I be and adopting rut to this lule may ;tiri and 98 -7— SB 654 3 4 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 shall be subject to the approval of the oversight board as soon as the board has sufficient members to form a quorum. (2) The Department of Finance and the Controller shall each have the authority to require any documents associated with the enforceable obligations to be provided to them in a manner of their choosing. Any taxing entity, the department, and the Controller shall each have standing to file a judicial action to prevent a violation under this part and to obtain injunctive or other appropriate relief. (3) Commencing on January 1, 2012, only those payments listed in the Recognized Obligation Payment Schedule may be made by the successor agency from the funds specified in the Recognized Obligation Payment Schedule. In addition, commencing January 1, 2012, the Recognized Obligation Payment Schedule shall supersede the Statement of Indebtedness, which shall no longer be prepared nor have any effect under the Community Redevelopment Law. (4) Nothing in the act adding this part is to be construed as preventing a successor agency, with the prior approval of the oversight board, as described in Section 34179, from making payments for enforceable obligations from sources other than those listed in the Recognized Obligation Payment Schedule. (5) From October 1, 2011, to July 1, 2012, a successor agency shall have no authority and is hereby prohibited from accelerating payment or making any lump -sum payments that are intended to prepay loans unless such accelerated repayments were required prior to the effective date of this part. (b) Maintain reserves in the amount required by indentures, trust indentures, or similar documents governing the issuance of outstanding redevelopment agency bonds. (c) Perform obligations required pursuant to any enforceable obligation. (d) Remit unencumbered balances of redevelopment agency funds to the county auditor - controller for distribution to the taxing entities, ineluding, but not limited to, the tmeneumbered balattee redevelopment ageney. In making the distribution, the county auditor - controller shall utilize the same methodology for allocation and distribution of property tax revenues provided in Section 34188. 98 SB 654 3 4 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 — (e) Dispose of assets and properties of the former reds agency as directed by the oversight board; provided, he the oversight board may instead direct the successor transfer ownership of certain assets pursuant to subdiv Section 34181. The disposal is to be done expedition, manner aimed at maximizing value. Proceeds from ass related funds that are no longer needed for approved d( projects or to otherwise wind down the affairs of the at as determined by the oversight board, shall be transfe county auditor - controller for distribution as property tz under Section 34188. (f) Enforce all former redevelopment agency rig. benefit of the taxing entities, including, but not continuing to collect loans, rents, and other revenues th to the redevelopment agency. (g) Effectuate transfer of housing functions and w appropriate entity designated pursuant to Section 341 (h) Expeditiously wind down the affairs of the red( agency pursuant to the provisions of this part and in with the direction of the oversight board. (i) Continue to oversee development of propertie contracted work has been completed or the contractual of the former redevelopment agency can be transferr parties. Bond proceeds shall be used for the purpose! bonds were sold unless the purposes can no longer b in which case, the proceeds may be used to defease th 0) Prepare a proposed administrative budget and s the oversight board for its approval. The proposed adr budget shall include all of the following: (1) Estimated amounts for successor agency adminisl for the upcoming six -month fiscal period. (2) Proposed sources of payment for the costs is paragraph (1). (3) Proposals for arrangements for administrative anc services provided by a city, county, city and county, or ( (k) Provide administrative cost estimates, from it administrative budget that are to be paid from property t: deposited in the Redevelopment Property Tax Trust F county auditor - controller for each six -month fiscal per vever, that agency to sion (a) of y and ina t sales and sncy, each red to the :proceeds is for the mited to, t were due sets to the i. ielopment ;cordance until the bligations d to other for which achieved; bonds. ibmit it to inistrative attve costs :ntified in aperatrons her entity. approved (revenues nd, to the od. 98 -9— SB 654 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 (n (1) Before each six -month fiscal period, prepare a. Recognized Obligation Payment Schedule in accordance with the requirements of this paragraph. For each recognized obligation, the Recognized Obligation Payment Schedule shall identify one or more of the following sources of payment: (A) Low and Moderate Income Housing Fund. (B) Bond proceeds. (C) Reserve balances. (D) Administrative cost allowance. (E) The Redevelopment Property Tax Trust Fund, but only to the extent no other funding source is available or when payment from property tax revenues is required by an enforceable obligation or by the provisions of this part. (F) Other revenue sources, including rents, concessions, asset sale proceeds, interest earnings, and any other revenues derived from the former redevelopment agency, as approved by the oversight board in accordance with this part. (2) A Recognized Obligation Payment Schedule shall not be deemed valid unless all of the following conditions have been met: (A) A draft Recognized Obligation Payment Schedule is prepared by the successor agency for the enforceable obligations of the former redevelopment agency by November 1, 2011. From October 1, 2011, to July 1, 2012, the initial draft of that schedule shall project the dates and amounts of scheduled payments for each enforceable obligation for the remainder of the time period during which the redevelopment agency would have been authorized to obligate property tax increment had such a redevelopment agency not been dissolved, and shall be reviewed and certified, as to its accuracy, by an extemal auditor designated pursuant to Section 34182. (B) The certified Recognized Obligation Payment Schedule is submitted to and duly approved by the oversight board. (C) A copy of the approved Recognized Obligation Payment Schedule is submitted to the county auditor - controller and both the Controller's office and the Department of Finance and be posted on the successor agency's Internet Web site. (3) The Recognized Obligation Payment Schedule shall be forward looking to the next six months. The first Recognized Obligation Payment Schedule shall be submitted to the Controller's office and the Department of Finance by December 15, 2011, for 98 SB 654 —10— the period of January 1, 2012, to June 30, 2012, incl redevelopment agency enforceable obligation payn reasonable or necessary administrative costs due or i to January 1, 2012, shall be made from property received in the spring of 2011 property tax distribul other revenues and balances transferred to the succi 7 ;. Former due, and red, prior revenues and from agency. 98