HomeMy WebLinkAboutItem 3OVERSIGHT BOARD TO THE SUCCESSOR AGENCY
TO THE SEAL BEACH REDEVELOPMENT AGENCY
AGENDA STAFF REPORT
DATE: January 23, 2018
TO: Oversight Board Members
FROM: Victoria L. Beatley, Staff Member
SUBJECT: ADMINISTRATIVE BUDGETS FOR THE SIX-MONTH
FISCAL PERIODS FROM JULY 1, 2018 THROUGH
DECEMBER 31, 2018 AND FROM JANUARY 1, 2019
THROUGH JUNE 30, 2019
SUMMARY OF REQUEST:
Staff recommends that the Oversight Board for the Successor Agency to the Seal
Beach Redevelopment Agency (the "Oversight Board") adopt Resolution
No. OB18-02 approving Successor Agencys Administrative Budgets for the six-
month periods from July 1, 2018 through December 31, 2018 ("Administrative
Budget 18-19A") and from January 1, 2019 through June 30, 2019
("Administrative Budget 18-19B").
BACKGROUND AND ANALYSIS:
Pursuant to Section 34177(j) of the California Health and Safety Code ("HSC"),
the Successor Agency is required to prepare a proposed administrative budget
for each six-month fiscal period, which must be submitted to the Oversight Board
for approval. Each proposed administrative budget must include all of the
following: (1) estimated amounts for Successor Agency administrative costs for
the applicable six-month fiscal period; (2) proposed sources of payment for the
administrative costs; and (3) proposals for arrangements for administrative and
operations services provided by the City of Seal Beach (the "City') or other entity.
HSC Section 34177 is unclear regarding the required timing for the submission of
the proposed administrative budgets to the Oversight Board. However, because
the Successor's Agency's administrative expenditures also have to be reflected
on the Successor Agency's Recognized Obligation Payment Schedules
("ROPS"), the administrative budgets should be consistent.
Previously, the Successor Agency was required to prepare a ROPS for each six-
month fiscal period (from July 1 through December 31, and from January 1
through June 30, respectively). SB 107, which was enacted in September 2015,
Agenda Item 3
amended HSC Section 34177, to provide that, beginning with fiscal year 2016-
17, the Successor Agency must prepare a ROPS annually (instead of twice a
year). HSC Section 34177(o) provides that the Successor Agency must submit
an Oversight Board -approved ROPS for fiscal year 2018-19 ("ROPS 18-19") to
the State Department of Finance ("DOF") and the County Auditor -Controller no
later February 1, 2018. The proposed ROPS 18-19 is being presented to the
Oversight Board for consideration and approval pursuant to a separate
resolution. Staff recommends that the Oversight Board approve Administrative
Budget 18-19A and Administrative Budget 18-19B on the same date as the
Oversight Board's approval of ROPS 18-19.
Pursuant to HSC Section 34179(h)(1), which was added by SB 107, Oversight
Board resolutions approving the Successor Agency's administrative budgets are
no longer required to be submitted to the DOF for approval. Therefore,
Resolution No. OB 18-02 will become effective immediately upon adoption.
FISCAL IMPACT:
Under HSC Section 34171(b), the "Administrative Cost Allowance" is the
maximum amount of administrative costs that may be paid by the Successor
Agency from property tax revenues allocated by the County Auditor -Controller
(i.e., disbursements from Redevelopment Property Tax Trust Fund). The
Successor Agency's annual administrative costs (except for administrative costs
paid from bond proceeds or grant funds) must not exceed 50 percent of the total
RPTTF moneys distributed to pay enforceable obligations in the preceding fiscal
year (which latter amount must be reduced by the Successor Agency's
Administrative Cost Allowance and loan repayments made to the City for loans
re-established pursuant to HSC Section 34191.4 (the "City Loans") during the
preceding fiscal year). Subject to the foregoing, commencing July 1, 2016, and
for each fiscal year thereafter, the Administrative Cost Allowance is the greater
of: (i) $250,000 fiscal year, or (ii) 3 percent of the actual property tax distributed
to the Successor Agency by the County auditor -controller in the preceding fiscal
year for payment of approved enforceable obligations, reduced by the Successor
Agency's administrative cost allowance and repayments made to the City Loans
during the preceding fiscal year.
RECOMMENDATION:
It is recommended that the Oversight Board adopt Resolution No. OB 18-02,
approving the Successor Agency's Administrative Budget 18-19A and
Administrative Budget 18-19B.
Attachments
Resolution No. OB 18-02
Exhibit A - Administrative Budget 18-19A (July 1, 2018 to December 31, 2018)
Exhibit B - Administrative Budget 18-19B (January 1, 2019 to June 30, 2019)
Page 2
RESOLUTION NUMBER OB 18-02
A RESOLUTION OF THE OVERSIGHT BOARD OF THE SUCCESSOR
AGENCY TO THE SEAL BEACH REDEVELOPMENT AGENCY
APPROVING PROPOSED ADMINISTRATIVE BUDGETS FOR THE SIX-
MONTH FISCAL PERIODS FROM JULY 1, 2018 THROUGH
DECEMBER 31, 2018, AND FROM JANUARY 1, 2019 THROUGH JUNE
30, 2019, AND TAKING CERTAIN RELATED ACTIONS
RECITALS:
A. Pursuant to Health and Safety Code Section 34177(j), the Successor
Agency to the Seal Beach Redevelopment Agency (the "Successor Agency") must
prepare a proposed administrative budget for each six-month fiscal period (commencing
each January 1 and July 1) and submit each proposed administrative budget to the
oversight board of the Successor Agency (the "Oversight Board") for approval.
B. The Successor Agency's proposed administrative budgets for the six-
month fiscal periods from July 1, 2018 through December 31, 2018 ("Administrative
Budget 18-19A") and from January 1, 2019 through June 30, 2019 ("Administrative
Budget 18-19B," together with Administrative Budget 18-19A, the "Administrative
Budgets") have been presented to this Oversight Board for approval.
NOW, THEREFORE, THE OVERSIGHT BOARD FOR THE SUCCESSOR
AGENCY TO THE SEAL BEACH REDEVELOPMENT AGENCY HEREBY FINDS,
DETERMINES, RESOLVES, AND ORDERS AS FOLLOWS:
Section 1. The above recitals are true and correct and are a substantive part
of this Resolution.
Section 2. The Oversight Board hereby approves Administrative Budget 18-
19A, substantially in the form attached hereto as Exhibit A.
Section 3. The Oversight Board hereby approves Administrative Budget 18-
196, substantially in the form attached hereto as Exhibit B.
Section 4. The Staff of the Successor Agency are hereby authorized and
directed, jointly and severally, to do any and all things which they may deem necessary
or advisable to effectuate this Resolution and the Administrative Budgets, including
making any adjustment to the proposed Administrative Budgets to make them
consistent with the Successor Agency's Recognized Obligation Payment Schedule for
fiscal year 2018-19 (as such Recognized Obligation Payment Schedule is approved by
the State Department of Finance).
Section 5. If any provision of this Resolution or the application thereof to any
person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications of this Resolution which can be given effect without the invalid provision or
Resolution Number OB 18-02
application, and to this end, the provisions of this Resolution are severable. The
Oversight Board hereby declares that it would have adopted this Resolution regardless
that one or more portion may be determined to be invalid.
PASSED, APPROVED AND ADOPTED by the Oversight Board at a meeting
held on the 23rd day of January, 2018.
AYES: Board Members:
NOES: Board Members:
ABSENT: Board Members:
Vice Chair, Oversight Board
ATTEST:
Secretary, Oversight Board
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) SS
CITY OF SEAL BEACH )
I, Robin L. Roberts, Secretary to the Oversight Board, hereby certify that the foregoing
resolution was duly adopted at a meeting of the Oversight Board, held on the 23rd day
of January, 2018.
Secretary, Oversight Board
12805 001 \20331830.A
EXHIBIT A
SUCCESSOR AGENCY TO THE SEAL BEACH REDEVELOPMENT AGENCY
ADMINISTRATIVE BUDGET 18-19A
Exhibit A
SUCCESSOR AGENCY TO THE CITY OF SEAL BEACH REDEVELOPMENT AGENCY
ADMINISTRATIVE BUDGET
Fiscal Period July 1 - December 31, 2018
CATEGORY
Tie Items listed below include amounts to be reimbursed by the Successor Agency to the City of seal Beal,
pursuant to a Cooperative
Agreement far Advance and Reimbursement of Administrative, Overhead
and other Expenses ('Cooperative
Agreement'), by and bet eetn the
City and the successor Agency, in the form approved by the successor Agency Board pursuant to Resolution
No. SA 12-10, adopted on April 9,
2012. Pursuant to the Cooperative Agreement the Successor Agency reimburses the City for all costs advanced by the City for the
administration and operation of the Successor Agency, Including but not limited to value ot staff, consultants and legal counsel, office space,
equipment, supplies, insurance and other services and facilitles.
PROPOSED
ADMINISTRATIVE
FUNDING
DESCRIPTION
BUDGET
SOURCE
Starling for the Successor Agency
City Manager
285
Administrative Allowance
CM Clerk
IISS
Administrative Allowence
Accountant
112
Administrative Allowance
Accounting Technician- Accounts Payable
101
Administrative Allowance
Accounting Technician - Payroll
95
Administrative Allowance
Finance Manager
184
Administrative Allowance
Director of Fluence
824
Administrative Allowance
Staflina for the Oversight Board
City Manager
158
Administrative Allowance
City Clerk
185
Administrative Allowance
Finance Manager
123
Administrative Allowance
Director of Finance
218
Administrative Allowance
Overhead Cost
Services/Fadlities
92
Administrative Allowance
TOTAL
2,000
Exhibit A
SUCCESSOR AGENCY TO THE CITY OF SEAL BEACH REDEVELOPMENT AGENCY
ADMINISTRATIVE BUDGET
Fiscal Period July 1 - December 31, 2018
CATEGORY II
Health A Safety Code Section 36177 (k) states: 'Provide administrative cost estimates, from its approved administratNe budget that are to be
pak from property tax revenues deposited In the Redevelopment Property Tax Trust fund to the county auditor -controller for each six-month
fiscal period.' Llsted below are the administrative cost items that the Successor Agency antidpxtes to pay from property tax revenues
deposited In the Redevelopment Property Tax Tmst Fund These Rams may Include amounts to be reimbursed by the successor Agency
pursuant to the Cooperative Agreement.
pursuant to Health and Safety code section 36177)d)III(F), common; necessary for the administration and operation of the Successor Agency
are enforceable obligations. Accordingly, amounts to he paid "a Successor Agency to third party vendors for equipment and supplies
necessary for the administration of the successor Agency and auditors, legal counsel and Whet consultants for services to the SuccesrorAgency
are listed as payments for enforceable obligations on the Recognized Obligation payment Schedules. The Successor Agencyantitlpxtes to pay
such costs from property tax revenues deposged In the Redevelopment Property Tax Trust Fund.
PROPOSED
ADMINISTRATIVE FUNDING
DESCRIPTION BUDGET SOURCE
Legal counsel 20,000 Administrabve Allowance
Trustee Fees 1,796 Administrapve Allowance
Arbitrage Analysis - Adminishadve Allowance
- Administrative Allowance
TOTAL 21,755
CATEGORY III
busts allocable to particular projects are considered part 0 the project costs.
Usted below are administrative opens that are allocable to
pmjeds and Imt included In the tables above. These Items may Include amountsto
he reimbursed by the Successor Agency F,rsuant to the
Conperahm Agreement.
PROPOSED
ADMINISTRATIVE FUNDING
DESCRIPTION
BUDGET SOURCE
Stag
- RPTTF
Legal counsel
- RPTTF
Compaq Expenses
- RPTTF
TOTAL
EXHIBIT B
SUCCESSOR AGENCY TO THE SEAL BEACH REDEVELOPMENT AGENCY
ADMINISTRATIVE BUDGET 18-19B
Exhibit B
SUCCESSOR AGENCY TO THE CITY OF SEAL BEACH REDEVELOPMENT AGENCY
ADMINISTRATIVE BUDGET
Fiscal Period January 1 - June 30, 2019
CATEGORYI
The herniated below Include amounts to be reimbursed bythe Suu¢sor Agencyto the Coy of Seal Beach,
pursuant to a Cooperative
Agreement for Advance and Reimbursementof Admini4ogve, Overhead
and other Expenses ("Cooperative
Agreement), by and between the
City and the Successor Agency, In the form approved by the Successor Agency Board pursuant to Resolution No. 5112-10, adopted on April 9,
X112. Pursuant to the Cooperative Agreement, the Successor Agency reimburses the City for all costs advanced by the Olyfor the
admini4mtion and operation of the Successor Agency, Including but not limited
to value of Me,, consultants
and legal counsel, office space,
equipment, supplies, Insurance and other services and fatigues.
PROPOSED
ADMINISTRATIVE
FUNDING
DESCRIPTION
BUDGET
SOURCE
Staffing for the Successor Agency
City Manager
285
Adminitmative Allowance
City Clerk
165
Administrative Allowance
Accountant
112
Administrative Allowance
Accounting Technician - Accounts Payable
101
Administrative Allowance
Accounting Technician - Payroll
95
Administrative Allowance
Finance Manager
164
Administrative Allowance
Director of Finance
324
Administerye Allowance
SMtling. for the Oversight Board
City Manager
158
Administradve Allowance
City Clerk
165
Adminiahative Allowance
Finance Manager
123
Administrative Allowance
Director of Finance
216
Administrative Allowance
Overhead Cost
Services/Facilities
92
Administrative Allowance
TOTAL
2,000
Exhibit B
SUCCESSOR AGENCY TO THE CITY OF SEAL BEACH REDEVELOPMENT AGENCY
ADMINISTRATIVE BUDGET
Fiscal Period January 1 - June 30, 2019
CATEGORY II
Health & Sarery Cade Section 34177 jk) stares: 'Provide administrative cost estimates, from Its approved adminirt2tive budgel that are to be
Paid from property tax revenues deposited in the Redevelopment Property Tax Trust Fund, to the county audkor-controller for each six-month
Rscelpedod." Usted below are the administrative tort items that Suaessor Agency mRiclpatesto payfrom propertytex revenues
deposlted In the Redevelopment Property Tax Trust Fund These items may include amounts to be relmbursed by the Successor Agency
Pursuant to the Cooperative Agreement.
Pursuant to Health and Safely Code Section 341771dII11(F), contracts necessary for the adminAstmtion and operation of the Suaezcor Agency
are enforceable obligations. Accordingly, amounts to be pald by the Successor Agency to third parry vendors for equipment and supplies
necessary, for the administration of the Successor All and auditors, legal counsel and other consultants for services to the Successor Agency
are listed as payments for eMorceable, obligations on the Recognized Obligation Payment Schedules. The Successor Agenry anticipates to pay
such costs from property tax revenues deposited In the Redevelopment Pmpemy Tax Tmsl Fund.
PROPOSED
ADMINISTRATIVE FUNDING
DESCRIPTION BUDGET SOURCE
Legal counsel 20,000 Administrative Allowance
Trustee Fees 4,277 Administrative Allowance
Arbitrage Analysis - Administrative Allowance
- Administrative Allowance
TOTAL 24,277
CATEGORY III
Costs allocable to particular projects are considered part of the project costs.
Usled below are atlminlstrative costs that are allocable to
projects and not included In the tables above. These Items may Include amounts
to be reimbursed by the Suaessor Agency pursuant to the
Cooperal Agreement.
PROPOSED
AMNISTRATIVE FUNDING
DESCRIPTION
BUDGET SOURCE
Stall
- RPTTF
Legal counsel
- RMF
Contract Expanses
- RPRF
TOTAL