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06-07-2016 - Successor Agency Treasurers Report for the Month - Item No. SA1 (2).pdfCity of West Covina Memorandum AGENDA ITEM NO SA1 DATE June 7, 2016 TO: Chair and Board Members of the Successor Agency FROM: Chris Freeland Executive Director BY: Christa Buhagiar Finance Director SUBJECT: SUCCESSOR AGENCY TREASURER'S REPORT FOR THE MONTH ENDED APRIL 30, 2016 RECOMMENDATION: It is recommended the City Council, acting as the Successor Agency to the former West Covina Redevelopment Agency, receive and file this report. DISCUSSION: The Investment Policy of the City of West Covina also applies to the Successor Agency to the former West Covina Redevelopment Agency. In accordance with Section XVI of the City of West Covina Fiscal Year 2015-16 Statement of Investment Policy, a Treasurer's Report for the month ended April 30, 2016, is hereby submitted to the Successor Agency. It also includes cash held by trustees for all bond issues and cash in the various Successor Agency bank accounts as well as reporting on compliance with the City's Investment Policy, and providing a statement of the ability to meet budgeted expenditure needs for the following six months. At April 30, 2016, the Treasurer's Report shows that the Successor Agency's portfolio increased by $767,255.16 from $8,656,811.32 on March 31, 2016, to $9,424,066.48 on April 30, 2016. The increase is the result of sales tax and property tax revenue for the Community Facilities District (CFD) received in April. Property tax revenue is the largest source of income and the large payments are received in December, April and May of each year. The Successor Agency's surplus funds are in the Los Angeles County Investment Pool (LACIP) which is completely liquid, as the City can withdraw them at any time. This is approximately 96 percent of the portfolio with the remaining small amount of available cash on deposit in the checking account. The Bond Detail Report includes fiscal agent investments of Successor Agency cash which is being held to service various issues of bonded debt Prepared by: Nicole Lugotoff Accounting Manager Reviewed by: ATTACHMENT NO. 1 — Treasurer's Report 3.54% 0.00% 96.46% 100.00% Market Value 397,059 560,816 1,420 799,355 996,547 5,042,651 Book Value 397,059 560,816 1,421 779,488 996,547 5,042,651 Colleen B. Rozatti, CitTfqsurer ATTACHMENT NO. 1 West Covina Successor Agency Treasurer's Report April 30, 2016 Book Value Market Value % of Portfolio Investment Portfolio Bank Accounts State Local Agency Investment Fund (LAIF) Los Angeles County Investment Pool (LACIP) Total Cash and investments 333,749 $ 1 9,090,318 9,424,068 $ 333,749 1 9,090,318 9,424,068 Blended Yield * 0.87% Benchmarks: LAIF 0.53% LACIP * 0.87% 6mo U.S. Treasury 0.40% 2yr U.S. Treasury 0.77% 5yr U.S. Treasury 1.28% Restricted Funds with Fiscal Agent 1988 Housing Set-Aside Tax Allocation Bonds Series A & B 1998 Housing Set-Aside Tax Allocation Bonds Series A & B 1999 Taxable Variable Rate Demand Tax Allocation Bonds 2001 Housing Set-Aside Tax Allocation Revenue Bonds 2002 Taxable Variable Rate Lease Revenue Refunding Bonds 1996 Special Tax Refunding Bonds 'Total Restricted Funds 7,797,848 $ 7,777,982 I * To ensure timely submission of the City Treasurer's Report, the prior month's LACIP percentage yield is used. I hereby certify that the investments are in compliance with the investment policy adopted by the City Council in July 2015. The investment portfolio provides sufficient cash flow liquidity to meet estimated expenditures for the next six months. This report meets the requirements of Government Code Section 53646. PREPARED BY: APPROVED BY: Christa Buhagiar, Finance Director West Covina Successor Agency Investment Portfolio Activity April 30, 2016 March 31, 2016 Deposits Withdrawals April 30, 2016 Checking Accounts Wells Fargo Checking Wells Fargo Checking - C.F.D. Subtotal Other Investments 110,177.83 200,278.68 310,456.51 80,000.00 848,170.75 928,170.75 82,565.45 107,612.38 822,313.29 226,136.14 904,878.74 333,748.52 Local Agency Investment Fund (LAIF) $ $ 0.65 $ Los Angeles County Investment Pool (LACIP) 7,284,473,27 3,021.15 Los Angeles County Investment Pool (LACIP) - C.F.D. 1,061,881.54 820,941.35 Subtotal $ 8,346,354.81 $ 823,963.15 80,000.00 0.65 7,207,494.42 1,882,822.89 $ 9,090,317.96 80,000.00 Total Successor Agency $ 8,656,811.32 $ 1,752,133.90 $ 984,878.74 $ 9,424,068.48 In January 2016, the Successor Agency received funds from the DOF-approved ROPS for the January to June 2016 period which will provide sufficient cash flow liquidity to meet estimated expenditures from Janaury to June 2016. West Covina Successor Agency Investment Portfolio Detail April 30, 2016 Maturity Book Market Issuer/Security Date Yield Value Value Local Agency_Investment Fund LAIF - Successor Agency Local Agency Investment Fund Subtotal N/A 0.53% $ 1 1 Los Angeles County Investment Pool LACIP - Successor Agency LACIP - CFD Los Angeles County Investment Pool Subtotal N/A 0.87% N/A 0.87% 7,207,494 1,882,823 9,090,317 7,207,494 1,882,823 9,090,317 Portfolio Total $ 9,090,318 $ 9,090,318 West Covina Successor Agency Bond Detail Report April 30, 2016 Bond / Investment / Issuer / Account Maturity Date Rate Market Value* Original Cost 1988 Lease Revenue Refunding Bonds (The Lakes Public Parking Project) Federated Treasury Obligations Federated Investors Co Reserve 8/1/2018 Original LOC #NZS671159 CUSIP #S66714370 Wells Fargo L/C Fund 8/1/2018 $ 396,665.67 $ 396,665.67 392.90 392.90 $ 397,058.57 $ 397,058.57 1998 Housing Set-Aside Tax Allocation Bonds Series A & Taxable Series B (Executive Lodget Project) First American Tress Oblig Cl d Corp Trust First American Funds, Inc. Bond 9/1/2025 $ 0.03 $ 0.03 Interest Series A 9/1/2025 Interest Series B 9/1/2025 - Reserve Series A 9/1/2025 344,290.00 344,290.00 Reserve Series B 9/1/2025 101,650.00 101,650.00 Project Fund Series B 9/1/2025 114,681 26 114,681.26 Principal Account 9/1/2025 194.59 194.59 $ 560,815.88 $ 560,815.88 1999 Taxable Variable Rate Demand Tax Allocation Bonds First American Tress Oblig CI d Corp Trust First American Funds, Inc. Revenue Fund 11/1/2029 Cash L/C Fund 4/30/2017 2001 Housing Set-Aside Tax Allocation Revenue Bonds First American Trees Oblig Cl d Corp Trust First American Funds, Inc. Special Fund FHLMC Discount Note U S. Trees & Agency Reserve Account 9/1/2016 First American Treas Oblig Cl d Corp Trust First American Funds, Inc. Reserve Account 9/1/2031 Project Fund 9/1/2031 1,419.74 $ 1,419.74 1.00 $ 1,419.74 $ 1,420.74 5.27% 798,968.00 779,100.62 336.88 336.88 50.43 50.43 $ 799,355.31 $ 779,487.93 2002 Taxable Variable Rate Lease Revenue Refunding Bonds (Public Facilities Project) First American Treas Oblig CI d Corp Trust First American Funds, Inc. Special Fund 9/1/2035 14.97 $ 14.97 First American Government Obligation First American Funds, Inc. Reserve Fund 9/1/2035 0.01% 996,532.50 996,532.50 $ 996,547.47 $ 996,547.47 Community Facility District No. 1989-1 (Fashion Plaza) 1996 Special Tax Refunding Bonds Guaranteed Investment Contract VVestdeutsche Landesbank Girozentrale Reserve Fund 9/1/2022 First American Trees Oblig Cl d Corp Trust First American Funds, Inc. Bond 9/1/2022 Rebate Reserve Fund 9/1/2022 7.01% $ 5,002,670.40 $ 5,002,670.40 39,980.14 39,980.14 $ 5,042,650.54 $ 5,042,650.54 GRAND TOTAL $ 7,797,847.51 $ 7,777,981.13 *Market valuations have been provided by BNY Western Trust Company and U.S. Bank City of West Covina Memorandum AGENDA ITEM NO SA2 DATE June 7, 2016 TO: Chair and Board Members of the Successor Agency FROM: Chris Freeland Executive Director BY: Christa Buhagiar Finance Director SUBJECT: INTENT TO REFUND CERTAIN SUCCESSOR AGENCY BONDS RECOMMENDATION It is recommended that the Successor Agency Board members authorize staff, subject to Oversight Board approval, to undertake proceedings for the refunding of Successor Agency debt through participation in the County of Los Angeles Redevelopment Bond Refunding Program (Program). BACKGROUND Effective February 1, 2012, pursuant to Assembly Bill xl 26 (AB 26), redevelopment agencies throughout the State were abolished and prohibited from engaging in future redevelopment activities. AB 26 enabled the formation of Successor Agencies (SA's), which have the responsibility of winding down outstanding obligations of the former redevelopment agencies. On June 27, 2012, the State passed Assembly Bill 1484 (AB 1484), which included provisions permitting SAs to refund outstanding bonds or other obligations of a former redevelopment agency to achieve savings. A large number of SAs have since refunded their existing redevelopment bonds to provide savings to taxing entities. The County of Los Angeles has developed a Program to assist SAs located within the County in refinancing their outstanding redevelopment bonds in an efficient and cost-effective manner. Refunding the former Redevelopment Agency's bonds through this program will reduce costs and the burden on City staff. DISCUSSION The former Redevelopment Agency of the City of West Covina (The Former Agency) issued $4,945,000 of 1998 Housing Set-Aside Tax Allocation Bonds Series A, (Series I998A) and $1,200,000 of 1998 Housing Set-Aside Tax Allocation Bonds, Series B (Series 1998B) to fund, among other things, eligible costs of the Executive Lodge Project, a multifamily housing project within the West Covina Project Areas. In 2001, the Former Agency issued $11,275,000 of Housing Set-Aside Tax Allocation Revenue Bonds (Series 2001) to fund, among other obligations, eligible costs of an 85-unit senior housing complex and the implementation of certain low and moderate income housing programs within the West Covina Project Areas. In addition to these bonds secured by housing set-aside, in 2002 the Former Agency issued $12,200,000 of Tax Allocation Revenue Refunding Bonds (Series 2002 bonds) to fund, among other things, the prepayment of the outstanding balance of the Agency's 1993 Loans and refund the outstanding West Covina Public Financing Authority's 1993 Revenue Bonds. The 1993 obligations were issued to pay for the construction of Fire Station No. 2 as well as the seismic upgrade, asbestos removal and building upgrades to the City owned building located at 811 S. Sunset. These previously issued bonds (Prior Bonds) are currently outstanding in the amount of $16,040,000, and have a final term of 2031 with existing interest rates ranging from 4.75% to 7.00%. Based on today's interest rates, the Prior Bonds could be refunded to the same term at interest rates ranging from 0.72% to 3.45%. At current rates, the refunding bonds (Refunding Bonds) would produce annual savings averaging about $302,000. Total savings would be about $4.5 million, or about $1.8 million on a present value basis, representing over 12% of the refunded par amount of bonds. These savings will increase the amount of "residual" property tax available to be redistributed to other taxing entities, including West Covina, based on their proportionate share of the 1% property tax levy. The potential savings from the refunding are summarized below. Name of Bond(s) Refunded Average Annual Savings Total Savings Total NPV Savings Series 1998A $67_000 $601,000 $202,000 Series 1998B $25,000 $228,000 $108,000 Series 2001 $125,000 $1,875,000 $812,000 Series 2002 $204,000 $1,833,000 $659,000 One additional bond issue will be considered for refunding. In 1999, the West Covina Public Financing Authority issued $3,945,000 of Taxable Variable Rate Demand Tax Allocation Bonds, the proceeds of which were used to fund a loan to the Former Agency (1999 Obligation), which loan proceeds were used to finance certain redevelopment projects of the Former Agency. Because these bonds bear a variable interest rate, there are factors besides interest savings that merit refunding these bonds with fixed rate bonds, including elimination of interest rate risk, letter of credit fees, and the costs and risks associated with renewing the letter of credit every few years. With the assistance of the County's financing team and the Successor Agency's Financial Advisor, the Successor Agency is currently working on the cost savings analysis. If it can be determined that a fixed rate refunding of the 1999 Obligation can meet the State law requirements for refunding, it will be included in the 2016 refunding transaction, as well. The refunding bonds will be sold through a pooled financing structure with the County of Los Angeles Bond Refunding Authority serving as the issuer of bonds to the capital markets. Bonds issued under the Program may be sold in one or more series depending on the number of participating successor agencies and the various credit and financing characteristics of the refunded bonds. The Program offers SA participants the following benefits: • County Assistance - The County will lead the effort to prepare all legal documents and Official Statements, solicit credit ratings and market the bonds. • Department of Finance Approval — The County will take the lead in seeking approval of the refunding transactions from the California Department of Finance (DOF). The Program has been assigned dedicated staffing by DOF that will streamline the approval process required under AB 1484. • Continuing Disclosure - The County will assume substantial responsibility for continuing disclosure related to the Refunding Bonds. • Efficient Procurement Process - The County has put together a team of financial and legal experts to work on all aspects of the financing process. • Enhanced Financing Structure - The Program will feature structural enhancements that improve the marketability of the Refunding Bonds and increase savings to local taxing entities. Upon formally joining the Program, the County will begin the process to draft finance documents for review and approval from the Successor Agency Board, Oversight Board, and the Department of Finance. The schedule below outlines the financing milestones associated with the 2016 Refunding. Tentative Financing Schedule: June 2016 Governing Board Authorizes Successor Agency to Pursue Financing, Oversight Board Approves Opt-In Resolution August- September 2016 Successor Agency Approves Financing, Oversight Board Approves Financing November 2016 DOF Approves Financing, County Board Approves Financing November/December 2016 Credit Presentation/Receive Rating December 2016 County Sells Tax Allocation Revenue Refunding Bonds December 2016/January 2017 Close March 2017 Redeem Bonds FISCAL IMPACT If the Refunding Bonds were issued under current market conditions, the refinancing will reduce existing debt payments by about $4.5 million over the life of the Refunding Bonds, which will increase the "residual" property tax distribution to all taxing entities. Present value savings would be about $1.8 million. The City will receive a share of this savings as a residual distribution from the Redevelopment Property Tax Trust Fund. Based on its most recent ROPS distribution, the City will receive approximately 16% of the total savings generated from the Refunding Bonds. This would produce additional general fund revenue of about $48,000 annually (or a total savings of $726,000). All costs of the refinancing will be paid on a contingent basis from the bond proceeds. The refinance will also save staff time since there are less bonds to administer, and the County will assume substantial responsibility for continuing disclosure related to the Refunding Bonds. If the refinancing, as directed by the Oversight Board, does not proceed for any reason, any costs already incurred by the SA will be submitted for reimbursement on the next ROPS, and shall not count against any administrative cost allowance of the SA as such allowance is defined in the Health & Safety Code Section 34171(b). Prepared by: Chiista Buhagiar Finance Director