Resolution Number 14-05-06-03 RESOLUTION NO. 14-05-06-03
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN JUAN
CAPISTRANO, CALIFORNIA APPROVING REINSTATEMENT OF
CERTAIN EXISTING LOANS MADE BY THE CITY OF SAN JUAN
CAPISTRANO TO THE FORMER SAN JUAN CAPISTRANO
COMMUNITY REDEVELOPMENT AGENCY, APPROVING THE
RECALCULATION OF INTEREST ON SUCH LOANS AT THE LOCAL
AGENCY INVESTMENT FUND RATE, AND FINDING THE EXISTING
LOANS WERE FOR LEGITIMATE REDEVELOPMENT PURPOSES
PURSUANT TO HEALTH AND SAFETY CODE SECTION 34191.4(b)
AND MAKING CERTAIN FINDINGS IN CONNECTION THEREWITH
WHEREAS, the former San Juan Capistrano Community Redevelopment
Agency ("Agency") was established as a redevelopment agency that was previously
organized and existing under the California Community Redevelopment Law, Health
and Safety Code Section 33000, et seq., and previously authorized to transact business
and exercise powers of a redevelopment agency pursuant to action of the City Council
of the City of San Juan Capistrano ("City"); and,
WHEREAS, Assembly Bill x1 26, chaptered and effective on June 28, 2011,
("ABx1 26"), added Parts 1.8 and 1.85 to Division 24 of the California Health and Safety
Code, which caused the dissolution of all redevelopment agencies and winding down of
the affairs of former agencies, including as such laws were amended by Assembly Bill
1484 ("AB 1484"), chaptered and effective on June 27, 2012 (together, the "Dissolution
Act"); and,
WHEREAS, as of February 1, 2012, the Agency was dissolved pursuant to the
Dissolution Act and the City Council serves as the governing board of the Successor
Agency to the San Juan Capistrano Community Redevelopment Agency ("Successor
Agency"); and,
WHEREAS, the Successor Agency administers the enforceable obligations of
the former Agency and otherwise unwinds the Agency's affairs, all subject to the review
and approval by a seven-member oversight board ("Oversight Board"); and,
WHEREAS, AB 1484 added Health and Safety Code Section 34191.4 to the
Dissolution Act, which allows reinstatement of loans between the City and Agency,
under certain conditions; and,
WHEREAS, pursuant to Health and Safety Code Section 34191.4(b), loan
agreements entered into between the Agency and the City may be considered
enforceable obligations; provided that the following conditions are satisfied: (1) the
Department of Finance ("DOF") must have issued a Finding of Completion to the
Successor Agency; (2) the Oversight Board must find that the loans were made for
legitimate redevelopment purposes and must approve repayment of the loans as
enforceable obligations in the Recognized Obligation Payment Schedule ("ROPS"); and,
(3) the Oversight Board's action is subject to review and approval by the DOF; and,
WHEREAS, the DOF issued the Finding of Completion to the Successor Agency
on November 8, 2013; and,
WHEREAS, the City and Successor Agency desire to reinstate certain loans
previously made by the City to the Agency, as described in more detail below, which
loans are defined below as the "City Loans"; and,
WHEREAS, after reinstatement of the City Loans pursuant to Health and Safety
Code Section 34191.4(b), AB 1484 restricts the repayment of the City Loans as follows:
(a) accumulated interest on the City Loans shall be recalculated from the date of loan
origination at the interest rate earned by funds deposited into the Local Agency
Investment Fund ("LAIF Rate"), which supersedes the interest rate established in the
agreements and resolutions establishing the City Loans; (b) repayment of the City
Loans to the City cannot begin until Fiscal Year 2014-15 (unless earlier repayment, no
sooner than 2013-14, is approved by DOF) and such payments are to be made
according to a defined schedule over a "reasonable term of years"; (c) the maximum
annual repayment to the City is limited to one-half of the difference between the residual
amounts from the Redevelopment Property Tax Trust Fund ("RPTTF") distributed to the
taxing entities in the fiscal year the payment is requested and the residual amount
distributed to taxing entities in Fiscal Year 2012-13; and (d) twenty percent (20%) of all
repayments received by the City shall be deducted and placed in the Low and Moderate
Income Housing Asset Fund maintained by the housing successor, which is the San
Juan Capistrano Housing Authority.
WHEREAS, on January 20, 1988, the City made a loan to the Agency pursuant
to the SIX MILLION DOLLAR CITY OF SAN JUAN CAPISTRANO COMMUNITY
REDEVELOPMENT AGENCY BOND ANTICIPATION NOTE in the principal amount of
$6,000,000, as amended by that certain FIRST AMENDMENT TO THE SIX MILLION
DOLLAR CITY OF SAN JUAN CAPISTRANO COMMUNITY REDEVELOPMENT
AGENCY REDEVELOPMENT BOND ANTICIPATION NOTE dated July 1, 1990, in the
total principal amount of $9,540,378 for the purpose of providing cash to the Agency to
implement redevelopment projects ("Loan #1"); and,
WHEREAS, the outstanding principal balance of Loan #1, as of March 31, 2014,
is $1,627,699 and the total outstanding amount owing on Loan #1, including accrued
interest at the LAIF Rate, recalculated from origination, is $1,638,916; and,
WHEREAS, on October 6, 1998, the City made a loan to the Agency pursuant to
a City/Agency Loan Agreement in the principal amount of $400,000 for purposes of
acquiring certain property to be used for redevelopment purposes ("Loan #2"); and,
WHEREAS, the outstanding principal balance of Loan #2, as of March 31, 2014,
is $400,000 and the total outstanding amount owing on Loan #2, including accrued
interest at the LAIF Rate, recalculated from origination, is $454,997; and,
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WHEREAS, on June 15, 2004, the City made a loan to the Agency pursuant to a
i' COOPERATION AND REPAYMENT AGREEMENT the principal amount for which was
modified from time to time for the purpose of carrying out redevelopment activities
("Loan #3"); and,
WHEREAS, the outstanding principal balance of Loan #3, as of March 31, 2014,
is $1,515,000 and the total outstanding amount owing on Loan #3, including accrued
interest at the LAIF Rate, recalculated from origination, is $1,677,022; and,
WHEREAS, Loan #1, Loan #2, and Loan #3 are referred to collectively herein as
the "City Loans"; and,
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY
OF SAN JUAN CAPISTRANO:
Section 1. The foregoing recitals are true and correct and constitute a
substantive part of this Resolution.
Section 2. The City Council hereby finds and determines, based on all the
evidence in the record before it, that the City Loans were validly entered into in
accordance with the California Community Redevelopment Law, Health and Safety
Code Section 33000, of seq., including without limitation Health and Safety Code
Sections 33132, 33220, former Section 33401, and Sections 33445 and 33600, for valid
redevelopment purposes, and that the City Loans were therefore made for legitimate
redevelopment purposes.
Section 3. The City Council hereby finds and determines, based on all the
evidence in the record before it, that the City Loans are enforceable obligations.
Section 4. The City Council hereby approves the reinstatement of the City Loans, the
recalculation of interest on the City Loans at the LAIF Rate and the repayment of the
City Loans to the City in accordance with the defined payment schedule attached hereto
as Exhibit A and incorporated herein ("Defined Payment Schedule"). The City Manager
is hereby authorized and directed to update the Defined Payment Schedule from time to
time, as appropriate, to reflect the actual amount of Redevelopment Property Tax Trust
Fund ("RPTTF") moneys available for payment to the taxing entities (and therefore
available for payment of the City Loans) in each fiscal year following reinstatement of
the City Loans pursuant to this Agreement, and to submit such updated and revised
Defined Payment Schedule(s) to the Oversight Board for approval. The Defined
Payment Schedule reflects the recalculation of interest on the unpaid balance of the
City Loans from the date of origination of each of the City Loans and thereafter at the
LAIF Rate.
Section 5. The City Council hereby directs the Successor Agency to include
repayment of the City Loans on the ROPS 14-15B and to take all actions necessary and
appropriate to accomplish the repayment of the City Loans to the City, including without
U limitation the City Loans on each ROPS until the City Loans, including interest at the
LAIF rate, are repaid to the City in full (including all required deposits into the Low and
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Moderate Income Housing Asset Fund held by the San Juan Capistrano Housing
Authority, as provided by Health and Safety Code Section 34191.4(b)(2)(C)). h
Section 6. In the event insufficient RPTTF moneys are available to make a complete
payment on the City Loans as reflected in a ROPS, the unpaid amount shall continue to
accrue interest and shall either be paid from excess available RPTTF moneys in future
ROPS periods or the Defined Payment Schedule for the City Loans shall be extended to
provide for payment of such unpaid amounts, in the option of the City. In such event,
the Defined Payment Schedule shall be modified to reflect the method of repayment of
such unpaid amounts.
Section 7. The Mayor and City Clerk shall sign the passage and adoption of this
Resolution and thereupon the same shall take effect and be in force.
Section 8. The City Manager is hereby directed to transmit this Resolution and the
accompanying staff report and all exhibits thereto, each of which is incorporated herein,
to the Oversight Board for approval pursuant to Health and Safety Code
Section 34191.4(b) and, upon receiving Oversight Board approval thereof, to the DOF
pursuant to Health and Safety Code Section 34179(h).
APPROVED AND ADOPTED this 6"day of May 2014.Yz"r n
I I
Sarfi Allevato, Mayor
4o ,
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4
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss.
CITY OF SAN JUAN CAPISTRANO )
I, MARIA MORRIS, appointed City Clerk of the City of San Juan Capistrano, do hereby
certify that the foregoing Resolution No. 14-05-06-03 was duly adopted by the City
Council of the City of San Juan Capistrano at a Regular meeting thereof, held the 6th
da of6ay14, by the following vote:
Y SUNCIL MEMBERS: Byrnes, Reeve, Taylor, Kramer and Mayor Allevato
O SUNCILMEMBER: None
B EUNCIL M MBER: None
M RI IS, Ci Cler
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EXHIBIT A
DEFINED PAYMENT SCHEDULE
The Successor Agency shall make payments to the City during each Recognized
Obligation Payment Schedule period beginning in the period from January 1, 2015
through June 30, 2015 (ROPS 14-15B) until each of the City Loans are repaid, as
follows:
Loan #V) Loan #2 =Loan #3
Outstanding Principal Balance
as of March 31, 2014 $1,627,699.00 $400,000.00 $1;515,000.00
Accrued Unpaid Interest
as of March 31, 2014 11,217.00 54,997.00 162,022.00
Amount Due as of March 31, 2014 $1,638,916.00 $454,997.00 $1,677,022.00
Estimated Interest Through Payoff 11,084.00 2,503.00 7,978.00
Total Estimated Amount Due $1,650,000.00 $457,500.00 $1,685,000.00
October 1, 2015 $150,000.00 $50,000.00 $175,000.00
April 1, 2016 $150,000.00 $50,000.00 $175,000.00
October 1, 2016 $150,000.00 $50,000.00 $175,000.00
April 1, 2017 $150,000.00 $50,000.00 $175,000.00
October 1, 2017 $150,000.00 $50,000.00 $175,000.00
April 1, 2018 $150,000.00 $50,000.00 $175,000.00
October 1, 2018 $150,000.00 $50,000.00 $175,000.00
April 1, 2019 $150,000.00 $50,000.00 $175,000.00
October 1, 2019 $150,000.00 $7,500.00 $110,000.00
April 1, 2020 $150,000.00
Total Estimated Payments $1,650,000.00 $457,500.00 $1,685,000.00
The original principal amount outstanding was $2,000,000; however, the
recalculation of interest resulted in $372,301 of previous payments being applied
to principal.