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CC - Item 5C - ROPS Submittal from July 2024 through June 2025747..., ROSEMEAD SUCCESSOR AGENCY BOARD TO: THE HONORABLE CHAIR AND BOARD f �MEMBERS FROM: BEN KIM, EXECUTIVE DIRECTOR `0 " DATE: DECEMBER 12, 2023 SUBJECT: ROPS SUBMITTAL — JULY 2024 THROUGH NNE 2025 SUMMARY The Department of Finance (DOF) requires the Recognized Obligation Payment Schedule (ROPS) for the period July 1, 2024 through June 30, 2025 be submitted to the DOF by February 1, 2024. Prior to that, the ROPS must be reviewed and approved by the Los Angeles County Consolidated Oversight Board. The deadline to submit the ROPS to the Oversight Board is December 18, 2023. STAFF RECOMMENDATION That the Rosemead Successor Agency Board approve Resolution No. 2023-01 SA, approving the ROPS for the period of July 1, 2024 through June 30, 2025 and, further, directing that staff submit the ROPS to the Los Angeles County Consolidated Oversight Board. ANALYSIS The following worksheets are included as part of the ROPS 24-25: 1. The "Summary" worksheet summarizes the amounts on both the ROPS Detail report and the Report of Cash Balances. 2. The "ROPS Detail' report reflects the ROPS period of FY 24-25 (July 1, 2024 through June 30, 2025). Item 34 is used to consolidate all administrative costs into one line. Item 35 is used to represent the 2016 Subordinate Tax Allocation Refunding Bonds. 3. The "Report of Cash Balances" includes cash balance information for ROPS 21-22. The Successor Agency is also required to produce an annual Administrative Budget, and the FY 24-25 Budget is attached to this report. AGENDA ITEM 5.0 Rosemead Successor Agency Board December 12, 2023 Page 2 of 2 PUBLIC NOTICE PROCESS This item has been noticed through the regular agenda notification process in accordance with the Brown Act. Submitted by: Bryan Chua, Finance Director Attachment A: Resolution No. 2023-01 SA Attachment B: ROPS 24-25 Attachment C: FY 24-25 Administrative Budget El Attachment A Resolution No. 2023-01 SA RESOLUTION NO. 2023-01 SA A RESOLUTION OF THE SUCCESSOR AGENCY TO THE ROSEMEAD COMMUNITY DEVELOPMENT COMMISSION APPROVING THE RECOGNIZED OBLIGATION PAYMENT SCHEDULES FOR THE PERIOD OF JULY 1, 2024 THROUGH JUNE 30, 2025 WHEREAS, pursuant to California Health and Safety Code Section 34179 (q), commencing on and after July 1, 2018, the County of Los Angeles shall have five consolidated oversight boards encompassing five supervisorial districts; WHEREAS, the First Supervisorial District Consolidated Oversight Board (Oversight Board) has jurisdiction over the Successor Agency to the Former Redevelopment Agency to the City of Rosemead; WHEREAS, Section 34177 requires each Successor Agency to prepare a draft Recognized Obligation Payment Schedule (ROPS) and section 34180 requires the First Supervisorial District Consolidated Oversight Board to approve same; WHEREAS, Section 34177 provides that each ROPS shall be forward looking to the next full year; WHEREAS, Section 34177 requires that the ROPS be transmitted to the County Auditor -Controller, the State Controller and the State Department of Finance; WHEREAS, notwithstanding the sequencing contemplated in section 34177, the Department of Finance (DOF) is requesting the ROPS be considered by the Oversight Board and transmitted to the DOF no later than February 1, 2024; WHEREAS, the County will not make any payments of property taxes to the Successor Agency for use in payment of the obligations listed on the ROPS until the ROPS has been approved by the Oversight Board. Any delay in payment could impair the Successor Agency's ability to make payments for the enforceable obligations; and WHEREAS, the Successor Agency prepared draft ROPS for the period July 1, 2024 through June 30, 2025 is attached hereto. NOW THEREFORE, THE SUCCESSOR AGENCY TO THE ROSEMEAD COMMUNITY DEVELOPMENT COMMISSION HEREBY RESOLVES: 1. The ROPS for the period July 1, 2024 through June 30, 2025 attached hereto is hereby approved. 2. Successor Agency staff is directed to provide to the First Supervisorial District Consolidated Oversight Board (a) a copy of this Resolution along with (b) the Successor Agency approved ROPS and (c) a Resolution for the Oversight Board to approve. PASSED, APPROVED AND ADOPTED this 12th day of December 2023. APPROVED AS TO FORM: Rachel Richman, Successor Agency Attorney STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES) § CITY OF ROSEMEAD ) Steven Ly, Chairperson ATTEST: Ericka Hernandez, Successor Agency Clerk I, Ericka Hernandez, Successor Agency Clerk to the Rosemead Community Development Commission of the City of Rosemead, California, do hereby certify that the foregoing Successor Agency Resolution No. 2023-01 SA was duly adopted by the Board of the Successor Agency, at a special meeting thereof held on the 12'h day of December, 2023, by the following vote, to wit: AYES: NOES: ABSENT: ABSTAIN: Ericka Hernandez, Successor Agency Clerk Attachment B ROPS 24-25 Recognized Obligation Payment Schedule (ROPS 24-25) - Summary Filed for the July 1, 2024 through June 30, 2025 Period Successor Agency: Rosemead County: Los Angeles Current Period Requested Funding for Enforceable Obligations (ROPS Detail) 24-25A Total December) 24-25B Total (January ROPS 24-25 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) $ 2,166,492 $ 388,025 $ 2,554,517 F RPTTF 2,101,092 322,625 2,423,717 G Administrative RPTTF 65,400 65,400 130,800 H Current Period Enforceable Obligations (A+E) $ 2,166,492 $ 388,025 $ 2,554,517 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. Name /s/ Signature Date Rosemead Recognized Obligation Payment Schedule (BOPS 24-25) - ROPS Detail July 1, 2024 through June 30, 2025 A B C D E F G H I J K L I M N O P O R S T U V W ROPS 24.25A (Jul - Dec) - Fund Sources Fund Sources Ite4m Obligation n Agreement Agreement Project Total Retired ROPS 24.25 24.25A 24-25B Total Bond Reserve Other Admin Bond Reserve Other Admin Project Name Execution Termination Payee Description Area Outstanding Total Total Date Date gation Obligation Proceeds Balance Funds RPTTF RPTTF Proceeds Balance Funtls RPTTF RPTTF $21,940,992 $2,554,517 $- $- $- $2,101,092 $65,400 $2,166,492LAMM 3 2010 Tax Bonds Issued 06/29/ 12/01/2023 US Bank Tax Merged Y Increment On or Before 2010 Increment Bonds 12/31/10 Bond Debt Service 24 Senior Miscellaneous 08/13/ 12/31/2047 Rosemead Cosl to rover Merged 199,991 N $199,991 - - 199,991 - $198.991 Housing 2002 Housing shortfall Shortfall Development between Subsidy- Corporation rents and Angelus operations/ maintenance 27 Senior Miscellaneous 08/13/ 12/31/2057 Rosemeatl Cost to cover Merged 302,351 N $302,351 - 302,351 - $302,351 $- Housing 2002 Housing shortfall Shortfall Development between Subsidy- Corporation rents and Garvey operations/ maintenance 34 Administrative Admin Costs 07/01/ 12/31/2057 CRY of Administrative Merged 2,250,000 N $130,600 - - 65,400 $65,400 - - - 65,400 $65,400 Cost 2014 Rosemead Cost Allowance Allowance 35 2016 Bonds Issued 12/14/ 10/01/2033 US Bank Tax 19,188,650 N $1,921,375 - - 1,596,75D - $1,598,750 - - 322,625 - $322,625 Subortlinale After 12/31/10 2016 Increment Tax Allocation Bond Debt Bonds Service Rosemead Recognized Obligation Payment Schedule (ROPS 24-25) - Report of Cash Balances July 1, 2021 through June 30, 2022 (Report Amounts in Whole Dollars) Pursuant to Health and Safety Code section 34177 (I), 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 Fund Sources Bond Proceeds Reserve Balance Other Funds RPTTF Prior ROPS RODS 21-22 Cash Balances RPTTF and Comments (07/01/21 - 06/30/22) Bonds issued Bonds issued Reserve Rent, grants, Non -Admin on or before on or after Balances retained interest, etc. and Admin 12/31/10 01/01/11 for future period(s) 1 Beginning Available Cash Balance (Actual 07/01/21) 1,123,000 - H-1 is reserve fund held by bond Trustee RPTTF amount should exclude "A" period distribution bank. amount. 2 Revenuelincome (Actual 06/30/22) 4,059,495 RPTTF amount should tie to the ROPS 21-22 total distribution from the County Auditor -Controller 3 Expenditures for ROPS 21-22 Enforceable Obligations 3,953,265 (Actual 06/30122) 4 Retention of Available Cash Balance (Actual 06130/22) 1,123,000 RPTTF amount retained should only include the amounts distributed as reserve for future period(s) 5 ROPS 21-22 RPTTF Prior Period Adjustment No entry required RPTTF amount should tie to the Agency's ROPS 21-22 PPA form submitted to the CAC 6 Ending Actual Available Cash Balance (06/30122) S• $- $- $- $106,230 CtoF=(1+2-3-4),G=(1+2-3.4-5) Rosemead Recognized Obligation Payment Schedule (ROPS 24-25) - Notes July 1, 2024 through June 30, 2025 Attachment C FY 24-25 Administrative Budget Successor Agency of the Rosemead Community Development Commission Administrative Budget FY 2024-25 Administrative Budget (ROPS 24-25) SALARIES AND BENEFITS PROFESSIONAL SERVICES $ 84,700 Auditing Services $ 5,300 Legal Services $ 5,000 Property Tax Services $ 12,600 Continuing Disclosure Services $ 4,000 Trustee Fees $ 3,000 Consulting Services $ 16,200 TOTAL $ 130,800 Attachment C Note: The Administrative Budget covers the costs incurred by the City of Rosemead and professional services for the operations to the Successor Agency of the Rosemead Community Development Commission