01-17-2012 - Establishing Change in Time for the Senior Citizen - Item 7 (2).pdfilministrative Assist
Prepared
Senior.
Liz Headley Reviewed/Approved by: Scott Smilowitz
Community Services Manager
FISCAL IMPACT:
There is no fiscal impact.
Z9
City of West Covina
Memorandum
AGENDA
TO: Andrew G. Pasmant, City Manager
and City Council
ITEM NO. 7
DATE: January 17, 2012
FROM: Scott Smilowitz,
Community Services Manager
SUBJECT: ESTABLISHING CHANGE IN TIME FOR THE SENIOR CITIZENS
COMMISSION MEETINGS
RECOMMENDATION:
It is recommended that the City Council adopt the following resolution:
RESOLUTION NO. ,A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF WEST COVINA, CALIFORNIA, AMENDING RESOLUTION NO.
2008-84 RELATING TO MEETING TIMES AND PLACES OF COMMISSIONS,
TO CHANGE THE MEETING TIME OF THE SENIOR CITIZENS
COMMISSION FROM 3:00 P.M. TO 10:00 A.M., EFFECTIVE FEBRUARY 23,
2012.
DISCUSSION:
The West Covina Municipal Code Section 2-71(a) states that each Commission shall meet at a
day and at a time determined by the Commission and approved by resolution of the City Council.
At the December 8, 2011 meeting of-the Senior Citizens Commission, the Commission voted to
recommend to the City Council that it approve a modification of the meeting time from 3:00 p.m.
to 10:00 a.m., effective February 23, 2012 to accommodate a more convenient meeting time for
residents/guests to attend.
ALTERNATIVE:
The alternative would be to retain the current meeting time of 3:00 p.m.
ATTACHMENT: Resolution Authorizing Change in Meeting Time
Attachment 1
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF WEST
COVINA, CALIFORNIA, AMENDING RESOLUTION NO. 2008-84
RELATING TO MEETING TIMES AND PLACES OF COMMISSIONS,
TO CHANGE THE MEETING TIME OF THE SENIOR CITIZENS
COMMISSION FROM 3:00 P.M. TO 10:00 A.M., EFFECTIVE
FEBRUARY 23, 2012.
Whereas, the Senior Citizens Commission of the City of West Covina desires to change
its meeting time from 3:00 p.m. to 10:00 a.m.; and
Whereas, the West Covina Municipal Code Section 2-71(a) states that each Commission
shall meet at a day and at a time determined by the Commission and approved by resolution of
the City Council.
NOW THEREFORE, the City Council of the City of West Covina does hereby resolve as
follows:
SECTION 1. The City Council hereby approves the change in meeting time from 3:00
p.m. to 10:00 a.m.
SECTION 2. All other provisions relating to Commission meetings shall remain in
effect.
SECTION 3. The City Clerk shall certify to the adoption of this Resolution.
APPROVED and ADOPTED this 17 th day of January 2012.
Mayor Michael Touhey
ATTEST:
City Clerk Laurie Carrico
I, LAURIE CARRICO, CITY CLERK of the City of West Covina do hereby certify that the
foregoing Resolution was duly adopted by the City Council of the City of West Covina at a
regular meeting thereof held on the 17 th day of January 2012, by the following vote of the
Council:
AYES:
NOES:
ABSENT:
ABSTAIN:
City Clerk Laurie. Carrico
APPROVED AS TO FORM:
City Attorney Arnold Alvarez-Glasman
City of West Covina
Memorandum
AGENDA
Item No.: 8
TO: Andrew G. Pasmant, Executive Director
Date: January 17, 2012
and the Community Development Commission
FROM: Thomas Bachman
Assistant City Manager/Finance Director
SUBJECT: Approval and Transmittal of the Amended Enforceable Obligations Payment
Schedule (EOPS) and Draft Recognized Obligations Payment Schedule
(ROPS) Pursuant to AB1X 26
RECOMMENDATION:
It is recommended that the Community Development Commission adopt the following
resolution:
RESOLUTION NO. A RESOLUTION OF THE COMMUNITY
DEVELOPMENT COMMISSION OF THE CITY OF WEST COVINA
APPROVING AND AUTHORIZING THE TRANSMITTAL OF THE
AMENDED ENFORCEABLE OBLIGATIONS PAYMENT SCHEDULE
(EOPS) AND THE DRAFT RECOGNIZED OBLIGATIONS PAYMENT
SCHEDULE (ROPS) PURSUANT TO ASSEMBLY BILL 1X 26 (AB1X 26)
DISCUSSION:
In January 2011, the Governor proposed ending redevelopment in California, in a move to secure
$1.7 billion in local property taxes to be used to patch the State's $25 billion budget deficit. The
Legislature passed AB1X 26, which was intended to abolish redevelopment agencies by October
1, 2011; it required that all agency activities be terminated, except for the implementation of
existing obligations. The unwinding of a redevelopment agency would be overseen by a
successor entity designed to liquidate the Agency's assets as rapidly as possible.
After these bills became effective on June 29, 2011, agencies were prohibited from entering into
any new agreements until they have enacted an ordinance committing to make the payments as
required by AB1X 27.
On December 29, 2011, the California Supreme Court upheld AB1X 26, which dissolves all of
the redevelopment agencies in the State of California, and struck down AB1X 27, which allowed
redevelopment agencies to remain in existence if such agency opted to the Voluntary Alternative
Redevelopment Program. In the case of West Covina, the first year payment under the voluntary
program would have been $5.85 million, with subsequent annual payments of $1.4 million.
Since the Commission will now be dissolved under the Supreme Court order, those payments are
no longer required and have been removed from the revised schedules.
Additionally, AB1X 26 (Section 34169(g)(1)) required Agencies to submit an Enforceable
Obligation Payments Schedule (EOPS) within 60 days of the effective date of Part 1.8, or by
August 28, 2011. West Covina's initial EOPS was adopted on August 23, 2011. Section
34167(h) provides that after the EOPS is adopted, the Commission shall not make a payment
unless the obligation is listed on the EOPS (other than payments required to meet obligations
with respect to bonded indebtedness).
The law required that the Commission indicate payments from September through December of
2011. The adoption of the EOPS allowed the Commission to continue to pay bills for projects
and activities that were allowed to continue under AB lx 26, and established the obligations that
allow the City/Commission to continue with existing projects without a redevelopment agency.
An updated EOPS must now be adopted by January 31, 2012, covering the period January 1 to
June 30, 2012.
Finance docs/Agenda Items/CDC/enforceable Obligations 01-17-12
In addition, the Commission was also required to prepare a "draft" Preliminary Recognized
Obligation Payment Schedule (ROPS). The first ROPS did not require Board Approval and was
submitted to the State on September 29, 2011. The updated ROPS, like the EOPS, is due by
January 31, 2012. The ROPS must list the minimum amounts that must be paid by the successor
agency over a six (6) month period to fulfill its enforceable obligations and the sources of
payment to be used during that period, with the first schedule covering the period from January
1, 2012 to June 30, 2012. That schedule is also being revised to reflect the impact of the recent
court decision and needs to be transmitted to the Successor Agency. The City will become the
Successor Agency on February 1, 2012, and will handle the obligations of the Commission after
dissolution. The schedule also identifies a source of payment for each recognized obligation
Once the Agency is dissolved on February 1, 2012, the Successor Agency will finalize the ROPS
and submit it to the Department of Finance and County Auditor-Controller. The ROPS will
establish the payments to be made during wind-down activities of the Agency.
FISCAL IMPACT:
Assembly Bill AB1X26 eliminates redevelopment and establishes the terms by which agencies
can continue to operate until they are dissolved. The Agency cannot spend any funds in the
2011-12 adopted budget unless the amounts are listed on the Amended Enforceable Obligations
Payment Schedule (Attachment 2). The Reportable Obligations Payment Schedule will be used
by the Successor Agency to identify outstanding obligations that must be satisfied before the
Agency can be dissolved and the funding sources to be used.
Prepared Tom Bachman
Finance Director
Attachments: No. 1 — Resolution
No. 2 — Amended Enforceable Obligations Payment Schedule
No. 3 — Draft Reportable Obligations Payment Schedule
Amd302ac
Attachment 1
RESOLUTION NO.
A RESOLUTION OF THE COMMUNITY DEVELOPMENT
COMMISSION OF THE CITY OF WEST COVINA APPROVING AND
AUTHORIZING THE TRANSMITTAL OF THE AMENDED
ENFORCEABLE OBLIGATIONS PAYMENT SCHEDULE (EOPS) AND
THE DRAFT RECOGNIZED OBLIGATIONS PAYMENT SCHEDULE
(ROPS) PURSUANT TO ASSMBLY BILL 1X 26 (AB1X 26)
WHEREAS, the Community Development Commission of the City of West Covina
("Commission") is a community development commission organized and existing under and
pursuant to the California Community Development Commission Law (Part 1.7 of Division 24,
commencing with Section 34100, of the Health and Safety Code of the State of California) (the
"CDCL"); and
WHEREAS, the City Council of the City of West Covina ("City") approved and adopted
the Redevelopment Plans for the following Redevelopment Projects ("Redevelopment Plans")
covering certain properties within the City (the "Project Areas"):
1. On December 20, 1971 the West Covina City Council adopted the original Central
Business District Redevelopment Project Area by adoption of Ordinance No. 1180.
2. On July 14, 1975 the West Covina City Council adopted the original Eastland
Redevelopment Project Area by adoption of Ordinance No. 1269.
3. On December 21, 1993 the West Covina City Council approved the Merger of the
Central Business District and the Eastland Redevelopment Project Areas by adoption of
Ordinance No. 1927 and Ordinance No. 1928, which adopted the merged area as the West
Covina Redevelopment Project Area and added three non-contiguous areas to the merged project
area; and
WHEREAS, as part of the 2011-12 State budget bill, the California Legislature has
recently enacted and the Governor has signed, companion bills AB 1X 26 and AB 1X 27,
requiring that each redevelopment agency be dissolved unless the community that created it
enacts a resolution committing it to making certain payments; and
WHEREAS, specifically, AB 1X 26 prohibits agencies from taking numerous actions,
effective immediately and purportedly retroactively, and additionally provides that agencies are
deemed to be dissolved as of October 1, 2011; and
WHEREAS, additionally, AB 1X 26 which eliminates redevelopment agencies also
requires all Agencies to wind-down their affairs unless the Agencies are extended through
compliance with the requirements of AB 1X 27; and
WHEREAS, the California Supreme Court on August 11, 2011 issued a partial stay
("Stay") on the operative effects of ABX1 26 in the case of California Redevelopment
Association, et al. v. Ana Matsonantos, et al. Case No. S194861.
WHEREAS, on December 29, 2011, the California Supreme Court upheld AB1X 26,
which dissolves all of the redevelopment agencies in the State of California, and struck down
AB1X 27; and
WHEREAS, as part of the wind down process, all redevelopment agencies are required
to file a schedule of "enforceable obligations"; and
WHEREAS, under the threat of dissolution pursuant to AB 1X 26 (Health and Safety
Code Section 34169(h)), the Agency established the foregoing Enforceable Obligation Payment
Schedule (the "Schedule") to be able to continue eligible redevelopment activities that were
begun prior to the effective date of AB lx 26; and
WHEREAS, Health and Safety Code Section 34169(h), which is set forth in Part 1.8,
reuires a redevelopment agency to prepare a preliminary draft of a Recognized Obligation
Payment Schedule, which must list the minimum amounts that must be paid by the successor
agency over a six (6) month period to fulfill its enforceable obligations during that period, with
the first schedule covering the period from January 1, 2012 to June 30, 2012; and
WHEREAS, at a meeting of January 10, 2012, the City of West Covina took action to
designate itself as the Successor Agency and the Housing Successor Agency to the Community
Development Commission, as provided in California Health and Safety Code §§ 34173 and
34176; and
WHEREAS, the Commission reserves the right to appeal any determination of the
California Director of Finance or other entity regarding the propriety of this resolution as well as
any future determinations; and
WHEREAS, while the Agency currently intends to comply with the state-mandated
obligations established hereunder; and
WHEREAS, all other legal prerequisites to the adoption of this resolution have occurred.
NOW, THEREFORE, BE IT RESOLVED by the Community Development
Commission of the City of West Covina, as follows:
SECTION 1. The foregoing Recitals are incorporated into this Resolution by this
reference, and constitute a material part of this Resolution.
SECTION 2. The Amended Enforceable Obligations Payment Schedule attached hereto
as Exhibit "B" is approved and the Executive Director is authorized to transmit the same to the
Los Angeles County Auditor-Controller, the State Controller and the State Department of
Finance and the Successor Agency in accordance with Health and Safety Code Section 34169
subject to all reservations of rights and contingencies set forth above.
SECTION 3. The Draft Recognized Obligations Payment Schedule attached hereto as
Exhibit "C" is approved and the Executive Director is authorized to transmit the same to the Los
Angeles County Auditor-Controller, the State Controller and the State Department of Finance
and the Successor Agency in accordance with Health and Safety Code Section 34169 subject to
all reservations of rights and contingencies set forth above.
SECTION 4. The Executive Director or designee is authorized to take all actions
necessary to implement this Resolution, including without limitation, the posting of this
Resolution and the Enforceable Obligation Payment Schedule and the Preliminary Initial
Recognized Obligation Payment Schedule on the Agency's website, and the provision of notice
of adoption of this Resolution and such Schedule to the Successor Agency, the County Auditor-
Controller, the State Controller and the State Department of Finance.
SECTION 5. The Agency Secretary shall certify as to the passage and adoption of this
Resolution, and it shall thereupon take effect and be in full force, except that this Resolution
shall not be effective during any period of time that the Stay remains effective.
APPROVED AND ADOPTED at a regular meeting of the Community Redevelopment
Commission of the City of West Covina this 17th day of January 2012.
Chairperson Mike Touhey
ATTEST:
Assistant Commission Secretary Susan Rush
I SUSAN RUSH, ASSISTANT COMMISSION SECRETARY, of the City of West Covina
Community Development Commission do hereby certify that the foregoing resolution was duly
adopted by the Community Development Commission of the City of West Covina at a meeting
thereof held on the 17th day of January 2012, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
Assistant Commission Secretary Susan Rush
APPROVED AS TO FORM:
General Counsel to the CDC
Name of Redevelopment Agency: West Covina Community Development Commission
Project Area(s) Merged & Citywide
Attachment 2
ENFORCEABLE OBLIGATION PAYMENT SCHEDULE
Per AB 26 - Section 34167 and 34169
. Project Name / Debt Obligation Payee Description
Total Outstanding
Debt or Obligation
Total Due During
Fiscal Year
Payments by month
Jan Feb March April May June Total
1) 1999 Tax Allocation Bonds US Bank Fund capital projects in the Merged Area 8,897,866.00 143,200.00 1,100.00 1,100.00 1,100.00 1,100.00 1,100.00 1,100.00 $ 6,600.00
2) 2002 Tax Allocation Bonds US Bank Repay outstanding 1993 bonds * 13,134,847.00 1,546,603.00 217,736.00 560,000.00 $ 777,736.00
3) 1996 CFD Refunding Bonds US Bank Fund Fashion Plaza Improvements * 51,170,899.00 5,454,800.00 1,028,700.00 1,770,000.00 $ 2,798,700.00
4) 1988 Lease Rev Refunding Bnds Wells Fargo Bank Fund the Lakes Parking Project * 6,847,414.00 871,850.00 4,738.00 4,738.00 4,738.00 4,738.00 4,738.00 429,738.00 $ 453,428.00
5) BLD Debt Service City of West Covina Reimburse City for BLD Debt Service 33,716,425.00 1,103,000.00 91,917.00 91,917.00 91,917.00 91,917.00 91,917.00 91,917.00 $ 551,502.00
6) SERAF 2010 Housing Loan WCCDC LMIH Fund Repay SERAF to the housing fund 6,529,308.00 - - - - - - - $ -
7) SERAF 2011 Housing Loan WCCDC LMIH Fund Repay SERAF to the housing fund 1 ,342,977.00 - - - - - - - $ -
8) DDA - The Lakes Various Bond admin & maint for park structure 1,800,000.00 210,000.00 105,000.00 - - - - - $ 105,000.00
9) OPA - CFD Westfield et al CFD admin & Developer repayment 7,652,298.00 1,050,000.00 - - - - - 900,000.00 $ 900,000.00
10) SB2557 Admin County of Los Angeles Tax Collection Services 9,428,048.00 256,000.00 21,333.00 21,333.00 21,333.00 21,333.00 21,333.00 21,333.00 $ 127,998.00
11) Housing Set Aside Low Mod Hsg Authority 20% Set Aside for low mod hsg 2,000,000.00 2,000,000.00 445,794.94 - - - - - $ 445,794.94
12) Nissan Sales Tax Guarantee Sage Nissan Sales Tax Contribution Agreement 800,000.00 - - - - - - - $ -
13) Passthrus Other taxing entities Passthrus per agreements and code 338,111,418.00 3,922,000.00 326,833.00 326,833.00 326,833.00 326,833.00 326,833.00 326,833.00 $ 1,960,998.00
14) Repay County Deferral County of Los Angeles Begin repayment 10,085,562.00 2,500,000.00 137,388.00 137,388.00 137,388.00 137,388.00 137,388.00 137,388.00 $ 824,328.00
15) Non personnel operation cost Various Operations for both project areas 75,979,376.00 2,470,889.00 205,907.00 205,907.00 205,907.00 205,907.00 205,907.00 205,907.00 $ 1,235,442.00
16) Employee Costs Various employees Salaries and benefits for personnel 58,767,980.00 1,728,470.00 144,039.00 144,039.00 144,039.00 144,039.00 144,039.00 144,039.00 $ 864,234.00
17) CSS - CFD CSS Com Fac Dist CFD Assessment 4,803,381.00 73,370.00 6,115.00 6,115.00 6,115.00 6,115.00 6,115.00 6,115.00 $ 36,690.00
18) City Note - Administration City of West Covina Repay City for admin & construction 19,789,504.00 1,483,600.00 123,633.00 123,633.00 123,633.00 123,633.00 123,633.00 123,633.00 $ 741,798.00
19) City Note - CIP City of West Covina Repay City for capital projects 3,604,284.00 259,783.00 21,649.00 21,649.00 21,649.00 21,649.00 21,649.00 21,649.00 $ 129,894.00
20) City Note Revolving City of West Covina Repay City for revolving credit 8,318,522.00 556,617.00 46,385.00 46,385.00 46,385.00 46,385.00 46,385.00 46,385.00 $ 278,310.00
21) Sales Tax Reimbursement City of West Covina Reimburse City for CFD Sales Tax 32,288,686.00 1,006,336.00 83,862.00 83,862.00 83,862.00 83,862.00 83,862.00 83,862.00 $ 503,172.00
22) City Line Of Credit City of West Covina Line of Credit for Merged Area 5,375,000.00 5,375,000.00 5,218,750.00 - - - - - $ 5,218,750.00
23) Cooperation Agreement Various 46 Projs (less golf crse) under coop agmt 415,840,000.00 - - - - - - - $ -
24) Golf Course Agreement Various Golf Course Implementation Agreement 45,000,000.00 - - - - - - - $ -
25) 1998 Housing Set Aside Bonds US Bank Acquisition and rehab of a housing proj " 6,499,343.00 644,516.00 - - 117,229.00 - - 210,000.00 $ 327,229.00
26) 2001 Housing Set Aside Bonds US Bank Development of a senior housing proj * 12,136,937.00 1,154,376.00 - - 188,218.00 - - 385,000.00 $ 573,218.00
27) $ -
28) " Bonds with prinicpal due in August or September. Principal added to June and amount due in fiscal year to ensure funds are available when required. $ -
29) $ -
30) $ -
$ -
Totals-This Page
Grand total-All Pages
$ 1,179,920,075.00 $ 33,810,410.00 $ 6,984,443.94 $ 1,214,899.00 $ 2,766,782.00 $ 1,214,899.00 $ 1,214,899.00 $ 5,464,899.00 $ 18,860,821.94
$ 1,179,920,075.00 $ 33,810,410.00 $ 6,984,443.94 [s 1,214,899.00 $ 2,766,782.00 $ 1,214,899.00 $ 1,214,899.00 $ 5,464,899.00 I $ 18,860,821.94
,Nrnc.
1/12/2012 1 of 1
Name of Redevelopment Agency: West Covina Community Development Commission
Project Area(s) Merged & Citywide
Attachment 3
RECOGNIZED OBLIGATION PAYMENT SCHEDULE
Per AB 26 - Section 34167 and 34169
Project Name / Debt Obligation Payee Description
Total Outstanding
Debt or Obligation
Total Due During
Fiscal Year
LMIH, Bond Proceeds,
Reserve balances,
Administrative cost
allowance, Properly tax
trust fund, Other
Payments by month
Jan Feb March April May June Total
1) 1999 Tax Allocation Bonds US Bank Fund capital projects in the Merged Area 8,897,866.00 143,200.00 Property tax trust fund 1,100.00 1,100.00 1,100.00 1,100.00 1,100.00 1,100.00 $ 6,600.00
2) 2002 Tax Allocation Bonds US Bank Repay outstanding 1993 bonds * 13,134,847.00 1,546,603.00 Property tax trust fund 217,736.00 560,000.00 $ 777,736.00
3) 1996 CFD Refunding Bonds US Bank Fund Fashion Plaza Improvements * 51,170,899.00 5,454,800.00 Property tax trust fund 1,028,700.00 1,770,000.00 $ 2,798,700.00
4) 1988 Lease Rev Refunding Bnds Wells Fargo Bank Fund the Lakes Parking Project * 6,847,414.00 871,850.00 Property tax trust fund 4,738.00 4,738.00 4,738.00 4,738.00 4,738.00 429,738.00 $ 453,428.00
5) BLD Debt Service City of West Covina Reimburse City for BLD Debt Service 33,716,425.00 1,103,000.00 Property tax trust fund 91,917.00 91,917.00 91,917.00 91,917.00 91,917.00 91,917.00 $ 551,502.00
6) SERAF 2010 Housing Loan WCCDC LMIH Fund Repay SERAF to the housing fund 6,529,308.00 - Property tax trust fund - - - - - $ -
7) SERAF 2011 Housing Loan WCCDC LMIH Fund Repay SERAF to the housing fund 1,342,977.00 - Property tax trust fund - - - - - - $ -
8) DDA - The Lakes Various Bond admin & maint for park structure 1,800,000.00 210,000.00 Property tax trust fund 105,000.00 - - - - - $ 105,000.00
9) OPA - CFD Westfield et al CFD admin & Developer repayment 7,652,298.00 1,050,000.00 Property tax trust fund - - - - - 900,000.00 $ 900,000.00
10) SB2557 Admin County of Los Angeles Tax Collection Services 9,428,048.00 256,000.00 Property tax trust fund 21,333.00 21,333.00 21,333.00 21,333.00 21,333.00 21,333.00 $ 127,998.00
11) Housing Set Aside Low Mod Hsg Authority 20% Set Aside for low mod hsg 2,000,000.00 2,000,000.00 Property tax trust fund 445,794.94 - - - - - $ 445,794.94
12) Nissan Sales Tax Guarantee Sage Nissan Sales Tax Contribution Agreement 800,000.00 - Property tax trust fund - - - - - - $ -
13) Passthrus Other taxing entities Passthrus per agreements and code 338,111,418.00 3,922,000.00 Property tax trust fund 326,833.00 326,833.00 326,833.00 326,833.00 326,833.00 326,833.00 $ 1,960,998.00
14) Repay County Deferral County of Los Angeles Begin repayment 10,085,562.00 2,500,000.00 Property tax trust fund 137,388.00 137,388.00 137,388.00 137,388.00 137,388.00 137,388.00 $ 824,328.00
15) Non personnel operation cost Various Operations for both project areas 75,979,376.00 2,470,889.00 Property tax trust fund 205,907.00 205,907.00 205,907.00 205,907.00 205,907.00 205,907.00 $ 1,235,442.00
16) Employee Costs Various employees Salaries and benefits for personnel 58,767,980.00 1,728,470.00 Property tax trust fund 144,039.00 144,039.00 144,039.00 144,039.00 144,039.00 144,039.00 $ 864,234.00
17) CSS - CFD CSS Corn Foe Dist CFD Assessment 4,803,381.00 73,370.00 Property tax trust fund 6,115.00 6,115.00 6,115.00 6,115.00 6,115.00 6,115.00 $ 36,690.00
18) City Note - Administration City of West Covina Repay City for admin & construction 19,789,504.00 1,483,600.00 Property tax trust fund 123,633.00 123,633.00 123,633.00 123,633.00 123,633.00 123,633.00 $ 741,798.00
19) City Note - CIP City of West Covina Repay City for capital projects 3,604,284.00 259,783.00 Property tax trust fund 21,649.00 21,649.00 21,649.00 21,649.00 21,649.00 21,649.00 $ 129,894.00
20) City Note Revolving City of West Covina Repay City for revolving credit 8,318,522.00 556,617.00 Property tax trust fund 46,385.00 46,385.00 46,385.00 46,385.00 46,385.00 46,385.00 $ 278,310.00
21) Sales Tax Reimbursement City of West Covina Reimburse City for CFD Sales Tax 32,288,686.00 1,006,336.00 Property tax trust fund 83,862.00 83,862.00 83,862.00 83,862.00 83,862.00 83,862.00 $ 503,172.00
22) City Line Of Credit City of West Covina Line of Credit for Merged Area 5,375,000.00 5,375,000.00 Property tax trust fund 5,218,750.00 - - - - - $ 5,218,750.00
23) Cooperation Agreement Various 46 Projs (less golf crse) under coop agmt 415,840,000.00 - Property tax trust fund - - - - - $ -
24) Golf Course Agreement Various Golf Course Implementation Agreement 45,000,000.00 - Property tax trust fund - - - - - - $ -
25) 1998 Housing Set Aside Bonds US Bank Acquisition and rehab of a housing proj* 6,499,343.00 644,516.00 LMIH - - 117,229.00 - - 210,000.00 $ 327,229.00
26) 2001 Housing Set Aside Bonds US Bank Development of a senior housing proj* 12,136,937.00 1,154,376.00 LMIH - - 188,218.00 - - 385,000.00 $ 573,218.00
27) $ -
28) " Bonds with principal due in August or September. Principal added to June and amount due in fiscal year to ensure funds are available when required. $ -
29) $ -
30) $ -
$ -
Totals-This Page
Grand total - All Pages
$ 1,179,920,075.00 _ $ 33,810,410.00 $ 6,984,443.94 _ $ 1,214,899.00 $ 2,766,782.00 $ 1,214,899.00 $ 1,214,899.00 $ 5,464,899.00 $ 18,860,821.94
$ 1,179,920,075.00 $ 33,810,410.00 $ 6,984,443.94 $ 1,214,899.00 $ 2,766,782.00 $ 1,214,899.00 $ 1,214,899.00 $ 5,464,899.00 [$18,860,821.94
ROPS Spreadsheet 1-17-12 ROPS
1/12/2012 1 of 1
Andrew G. Pasmant, City Manager and City Council Item: 9 Date: January 17, 2012 TO: City of West Covina MEMORANDUM AGENDA FROM: Tom Bachman, Assistant City Manager SUBJECT: COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE YEAR ENDED JUNE 30, 2011 RECOMMENDATION: It is recommended that the City Council receive and file this report. DISCUSSION: It is the policy of the City of West Covina to annually publish a complete set of financial statements presented in conformity with generally accepted accounting principles (GAAP) and audited in accordance with generally accepted auditing standards by a firm of certified public accountants. Pursuant to that policy, we hereby present the attached Comprehensive Annual Financial Report of the City of West Covina (the "CAFR") for the fiscal year ended June 30, 2011. This report consists of management's representations concerning the finances of the City. Management assumes full responsibility for the completeness and reliability of all the information presented in this report. To provide a reasonable basis for making these representations, management of the City has established a comprehensive internal control framework that is designed both to protect the City's assets from loss, theft, or misuse and to compile sufficient reliable information for the preparation of the City's financial statements in conformity with GAAP. As management, we assert that, to the best of our knowledge and belief, this financial report is complete and reliable in all material respects. The City's financial statements have been audited by White Nelson Diehl Evans, LLP, a firm of certified public accountants. The goal of the independent audit was to provide reasonable assurance that the financial statements of the City for the fiscal year ended June 30, 2011, are free of material misstatement. The independent audit involved examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements; assessing the accounting principles used and significant estimates made by management; and evaluating the overall financial statement presentation. The independent auditor has concluded that, based upon the audit, there was a reasonable basis for rendering an unqualified opinion that the City's financial statements for the fiscal year ended June 30, 2011, are fairly presented in conformity with GAAP. The independent auditors' report is presented as the first component of the financial section of this report. GAAP requires that management provide a narrative introduction, overview, and analysis to accompany the basic financial statements in the form of Management's Discussion and Analysis (MD&A). The City's MD&A can be found immediately following the report of the independent auditors in the financial section of the report. The letter of transmittal, located in the introductory section of the report is designed to complement the MD&A and should be read in conjunction with it. The first two statements in the Financial Section, the Statement of Net Assets and the Statement of Activities, provide information about the activities of the City as a whole. These statements include all assets and liabilities using the accrual basis of accounting, which is similar to the accounting used by most private sector companies. All current year's revenues and expenses are taken into account regardless of when cash is received or paid. Capital assets, including infrastructure and long-term liabilities, are included on a city wide Statement of Net Assets. Overall, the City's net assets decreased by $8.4 million, from $211.8 million to $203.4 million.
The Balance Sheet and Statement of Revenues, Expenditures and Changes in Fund Balance for the Governmental Funds (including the General Fund) are found on pages 18 and 22, and present information in a manner more consistent with how the City prepares its budget. For the General Fund, expenditures exceeded revenues, resulting in an operating deficit of $1.9 million. Property taxes decreased $35,761 (0.2%) from the fiscal year 2009-10 total. Sales tax revenues increased by $931,068 (8.4%) for the first time after declining in the three previous years. Franchise fees increased by $65,542 (2.1%) while business license taxes increased by $106,998 (5.1%). Investment income decreased by $388,207 (12.7%) due to a further reduction of fund balances and historically low interest rates. Virtually all of the City's interest income now comes from the loans and advances to the CDC. Transient Occupancy Taxes (TOT) posted an increase of $109,450 (16.9%). Total revenues, exclusive of fund transfers in, increased by $2.7 million while total expenditures, exclusive of fund transfers out, decreased by $1.5 million. An income statement for the General Fund comparing budget to actual can be found on page 25 of the report. Government Accounting Standards Board (GASB) Statement No. 54, Fund Balance Reporting and Governmental Fund Type Definitions, was implemented in the June 30, 2011 CAFR. The objective of this Statement is to enhance the usefulness of fund balance information by providing clearer fund balance classifications that can be more consistently applied and by clarifying the existing governmental fund type definitions. This Statement establishes fund balance classifications that comprise a hierarchy based primarily on the extent to which a government is bound to observe constraints imposed upon the use of the resources reported in governmental funds. The restricted and unrestricted components of fund balance seen in our CAFRs since 2003 have been replaced with the categories of unspendable, restricted, assigned and unassigned. Total fund balance of the General Fund was $29.6 million, of which $8.8 was unassigned or available for spending at the City's discretion. GASB Statement No. 54 also clarified the definitions of the general, special revenue, capital projects, and debt service governmental fund types. As a result, the Recreation Programs special revenue fund and the Fire Training special revenue fund are now combined with the General Fund for financial reporting in the CAFR. Following the basic financial statements is the Notes section beginning on page 31. The Notes provide a description of the accounting policies used by the City and further information regarding the basic financial statements. The Supplementary Schedules Section of the report includes individual fund statements for the special revenue, debt service, capital projects, proprietary, and agency funds. The Statistical Section contains financial and demographic data pertaining to the City. This report also incorporates the activities of the City, the Community Development Commission of the City of West Covina, the West Covina Public Financing Authority and the West Covina Community Services Foundation. Prepared by: Tom Bachman Assistant City Manager Attachment: June 30, 2011 Comprehensive Annual Financial Report
City of West Covina
Memorandum
TO: Andrew G. Pasmant, City Manager
AGENDA
and City Council
FROM: Shannon A. Yauchzee, Director/City Engineer
Public Works Department
ITEM NO. 10
DATE January 17, 2012
SUBJECT: AZUSA AVENUE AND AMAR ROAD INTERSECTION IMPROVEMENTS
PROJECT OPTIONS
RECOMMENDATION:
It is recommended that the City Council proceed with the current improvement plan adding left turn
lanes in all directions, resulting in three left turn lanes on north and southbound Azusa Avenue and
two left turn lanes on east and westbound Amar Road (Option 1).
DISCUSSION:
In October 2000, Kimley-Horn and Associates was contracted to conduct the Azusa Avenue
Capacity study to develop measures to increase the roadway capacity. At the completion of the
study, the Azusa Avenue and Amar Road intersection was identified as being the busiest
intersection in the City and having an "unacceptable" level of service of D and E on a scale of A
through F.
On February 3, 2004, the City Council approved staff's recommendation to retain Kimley-Horn and
Associates to update the October 2000 study and provide alternatives with cost estimates to
improve the level of service at the intersection. On March 15, 2004, the City Council directed staff
to conduct a town hall type meeting with affected businesses and residents to inform them of the
project. Three choices were presented at the meeting with one being a flyover.
On October 19, 2004, the Council directed staff to pursue grant funding, including at-grade
improvements at the Azusa Avenue and Amar Road intersection, and not to pursue the street
widening of Azusa Avenue to add a third lane from Francisquito Avenue to Interstate 10 Freeway.
This resulted in the flyover option being turned down leaving the other two options each containing
three left turn lanes on north and southbound Azusa Avenue. The project was approved by the City
Council in Fiscal Year 2006-2007 Capital Improvement Program budget.
At the January 16, 2007 City Council meeting, approval was given directing staff to execute an
agreement with Kimley-Horn and Associates for the design of the intersection improvements.
Subsequently, the intersection improvement design has been completed, which includes
maximizing the north and southbound left turn pocket holding capacity (without closing existing
access points, such as Manila Way). All required property has been obtained. In addition, all but
one construction access easements have been granted, relocation of utilities has been designed, and
the funding has been secured. The last step before soliciting bids is to obtain the Ca'trans
"Authorization for Construction." If the direction to proceed is given, the following is the
approximate schedule:
Action Schedule Dates
Required Plan Revisions to be Completed January 18— February 19, 2012
Caltrans "Authorization for Construction" (funding approval) February 2012 — August 2012
Project Advertise and Bid Period September 2012 — October 2012
City Council Awards Project November 6, 2012
Construction Activities January 2013 — August 2013
Project Specifications will require that all construction activities to be performed by the City's
Contractor will be at night, from 7:30 p.m. to 6:00 a.m. ("Working Hours"). There may be
occasions when a traffic lane will have to be closed during daytime hours; however there will be no
construction activities performed by the City's contractor during non-working (daytime) hours.
Work related to the intersection improvements that can only be performed by Utility Companies
will most likely take place during normal (daytime) working hours.
Andrew G. Pasmant, City Manager
and City Council
Page 2 — January 17, 2012
ALTERNATIVES:
The City Council may choose one the following three options:
Option 1. Recommended. Proceed with the current improvement plan adding left turn lanes in all
directions including triple left turn on north and southbound Azusa Avenue. This option
provides the highest level of service for the intersection. The level of service as currently
designed (with the three left turns north and southbound) is C in the AM, and D in the
PM. The project's estimated completion date is August 2013.
Option 2. Redesign the intersection to limit Azusa Avenue to have no more than two left turn lanes
in each direction. Selecting this option results in a degraded operation to the level of
service D in the AM and E in the PM. The level of service E is at the lower threshold
(almost level of service F). The project's estimated completion date is August 2013.
Option 3. Leave the intersection "as-is" at this time. This option will leave the intersection with an
unacceptable D in the AM and E in the PM (typical) level of service. The Big League
Dreams and The Heights Environmental Report will have to be reopened and
reevaluated as upgrades to this intersection were required for mitigation. Federal
funding of $330,000 from Caltrans, already expended, will have to be refunded to
Caltrans. It is also possible that $725,000 in mitigation fees would have to be refunded
to The Heights developer if not used for mitigation or possibly reallocated to other
infrastructure improvements in the area. However, further analysis of this is required by
the City Attorney's office.
Option 1
Recommended
Original Design
Three Left Turn Lanes
on Azusa Avenue
Two Left Turns on
Amar Road
Option 2
Re-design Option
Two Left Turn Lanes
on Azusa Avenue
Two Left Turns on
Amar Road
Option 3
Existing Condition
Two Left Turn Lanes
on Azusa Avenue
One Left Turn on
Amar Road
Level of Service - AM C D+ D
Level of Service - PM D E+ E
Starting Date February 1, 2013 February 1, 2013 N/A
Completion Date August 31, 2013 August 31, 2013 N/A
Expended Funds $375,000 $375,000 N/A
Additional Funding
Required $0.00 $30,000 $0.00
Federal Funding to be
Returned N/A N/A $330,000
+ The level of Servicewill increase incrementally but not enough to change to a higher grade.
FISCAL IMPACT:
Option I. This option requires funding as shown below.
Account Number Funding Source Appropriation
Expended
Design Right-of-way
Acquisition
140.81.8738.7200 Federal Grant $1,000,000 $176,000 $124,000
160.81.8738.7200 Developer
Contributions 725,000 44.000 31,000
215.81.8022.7200 Azusa
Relinquishments 373,880 0 0
876.81.8022.7200 CDC 426,200 0 0
Andrew G. Pasmant, City Manager
and City Council
Page 3 — January 17.2012
Option 2. This option will require an additional $30,000 for redesign work.
Option 3. The full costs for this option are not yet known, as the Big League Dreams and The
Heights environmental report may have to be reopened. In addition, the City will have
to repay $330,000 in Federal Grant funds and may have to refund or reallocate $725,000
in developer fees.
With the proposed elimination of Redevelopment Agencies, the previously identified CDC funds of
$426,200 are no longer available. City staff will identify an alternative funding source prior to the
award of bid of the construction, and if this funding is still needed once the bids are received.
Prepared by: Dave Nichols
Public Works Project Supervisor
Reviewed/Approved by: ghamion A. Yauchzee
Director/City Engineer
Reviewed/Approved by:
Finance
Approved Via Email
City Attorney
Attachment No. 1 Option 1 Plan
Attachment No. 2 Option 2 Plan
Attachment No. 3 Option 3 Plan
Attachment No. 4 Level of Service
Option 1 (Recommended) Add One (1) Left-turn Lane Northbound and Southbound Azusa Ave. Add One (1) Left-Turn Lane Southbound Azusa Ave. Add One (1) Left-Turn Lane Eastbound Amar Rd. Chevron Add One (1) Left-Turn Lane Westbound Amar Rd. Add One (1) Left-turn Lane Eastbound and Westbound Amar Rd. Add One (1) Thru Lane Westbound Amar Rd. Add One (1) Left- Turn Lane Northbound Azusa Ave. Add One (1) Thru Lane Westbound Amar Rd.
Option 2 • Add Dedicated Right Turn Lane Southbound Azusa Avenue onto Amar Rd. Add Merging Lane Southbound Azusa Ave. Add dedicated Right-Turn Lane Add One (1) Thru Lane Westbound Amar Rd. ROAD \ Add One (1) Left-Turn Lane Westbound Amar Rd. • Add Merging Lane Southbound Azusa Ave • Add One (1) Left- Turn Lane Eastbound and Westbound Amar Rd.
Opfion 2 Left-Turn Lanes Southbound Azusa Ave. 2 Left-Turn Lanes Northbound Azusa Ave.
ATTACHMENT No. 4
LEVEL OF SERVICE
Level of
Service
Volume to
Capacity (V/C)
Ratio
Operating Conditions
A 0.00 - 0.60
The intersection has no congestion. No vehicle
waits longer than one red cycle. Typically, the
approach appears quite open, turning movements are
easily made, and nearly all drivers find freedom of
operation.
B > 0.60 — 0.70
The intersection has very little congestion. Many
drivers begin to feel somewhat restricted within
platoons of vehicles.
C > 0 70 . — 0.80
The intersection has no major congestion.
Occasionally drivers may have to wait through more
than one red signal indication, and back-ups may
develop behind turning vehicles.
D > 0.80 — 0.90
The intersection normally has no congestion. Delays
to approaching vehicles may be substantial during
short peaks within the peak period.
E > 0.90 — 1.00
Intersection is right on the verge of congested
conditions and represents the most vehicles the
intersection can accommodate. At capacity there
may be long queues of vehicles waiting upstream of
the intersection and delays may be great (up to
several cycles).
F > 1.00
The intersection is over capacity and likely
experiences congestion. Back-ups from locations
downstream or on the cross street may restrict or
prevent movement of vehicles (volumes carried are
not predictable).