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CC - Item 3G - Promissory Note Payable to City Terms• E M f S p 4 • ROSEMEAD CITY COUNCIL STAFF REPORT TO: THE HONORABLE MAYOR AND CITY COUNCIL FROM: OLIVER CHI, CITY MANAGER v DATE: OCTOBER 9, 2007 SUBJECT: RECOMMENDED TERMS TO BE USED IN A PROMMISSORY NOTE PAYABLE TO THE CITY FOR AN ADVANCE MADE BY THE CITY TO RCDC ON SEPTEMBER 28, 2007 SUMMARY On June 12, 2007 the Rosemead Community Development Commission ("RCDC") held a special budget meeting. At that meeting, by a unanimous vote, the RCDC Commissioners approved the budget which includes a transfer from the City's General Fund to the RCDC Project Area No. 1 Capital Projects Fund of $2,497,920. A promissory note is also necessary to complete this transaction. This report is to present to the Council, for review, the terms to be considered for use in a promissory note to the City from the Rosemead Community Development Commission. STAFF RECOMMENDATION Staff recommends that Council approve forthcoming Promissory Note made by the the terms listed below to be used in a RCDC. ANALYSIS At the special RCDC budget meeting on June 12, 2007, the RCDC Commission approved the FY2007-08 budget which included a transfer from the City's General Fund of $2,497,920. On September 28, 2007 the cash was transferred from the City's General Fund to the RCDC Money Market Account. Staff also informed the RCDC Commission that they would bring back a promissory note payable to the City at a later date. With the transfer completed, it is necessary to execute a note between the City and the RCDC. Below, for your review, are the terms contemplated by staff to be used in the promissory note- 1. Date: September 28, 2007 2. Principal: $2,497,920 3. Rate : 5.25% annually (LAIF equivalent) 4. Term: 20 Years 5. Payment: Annually, interest only; principal due September 28, 2027 See attached repayment schedule. The interest rate is equivalent to current California Local Agency Investment Fund (LAIF) rates earned by the City. Principal of $2,497,920 is due September 28, 2027. APPROVED FOR CITY COUNCIL AGENDA: 0 0 • .7 City Council Meeting August 28, 2007 Page 2 of 2 PUBLIC NOTICE PROCESS This item has been noticed through the regular agenda notification process. Attachment 0 0 CITY OF ROSEMEAD Repayment of Advance 5.25% Outstanding Principal Interest Total Principal Payments Payments Payments September 28, 2007 $ 2,497,920.00 - $ - $ - 2008 2,497, 920.00 - 131,140.80 131,140.80 2009 2,497,920.00 - 131,140.80 131,140.80 2010 2,497,920.00 - 131,140.80 131,140.80 2011 2,497,920.00 - 131,140.80 131,140.80 2012 2,497,920.00 - 131,140.80 131,140.80 2013 2,497, 920.00 - 131,140.80 131,140.80 2014 2,497, 920.00 - 131,140.80 131,140.80 2015 2,497, 920.00 - 131,140.80 131,140.80 2016 2,497, 920.00 - 131,140.80 131,140.80 2017 2,497, 920.00 - 131,140.80 131,140.80 2018 2,497, 920.00 - 131,140.80 131,140.80 2019 2,497, 920.00 - 131,140.80 131,140.80 2020 2,497, 920.00 - 131,140.80 131,140.80 2021 2,497,920.00 - 131,140.80 131,140.80 2022 2,497,920.00 - 131,140.80 131,140.80 2023 2,497,920.00 - 131,140.80 131,140.80 2024 2,497, 920.00 - 131,140.80 131,140.80 2025 2,497,920.00 - 131,140.80 131,140.80 2026 2,497, 920.00 131,140.80 131,140.80 2027 - 2,497,920.00 131,140.80 2,629,060.80 Total $ 2.497.920 $ 2.622.816.00 $ 5.120.736.00