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HomeMy WebLinkAbout2012-03-13 - AGENDA REPORTS - SB 654 SB 986 AB 1585 (2)CONSENT CALENDAR DATE: SUBJECT: DEPARTMENT: Agenda Item: 3 CITY OF SANTA CLARITA AGENDA REPORT City Manager Approval: Item to be presented by: March 13, 2012 Michael Murphy STATE LEGISLATION: SB 654, SB 986, AB 1585 City Manager's Office RECOMMENDED ACTION City Council adopt "support" positions for Senate Bill 654, Senate Bill 986 and Assembly Bill 1585, as recommended by the City Council Ad -Hoc Subcommittee on Redevelopment. Position statements shall be transmitted to each bill's author, members of the Santa Clarita legislative delegation, appropriate legislative committees, Governor Brown, the California Redevelopment Association and the League of California Cities. BACKGROUND On December 29, 2011, the California Supreme Court ruled in California Redevelopment Association (CRA) v. Matosantos that the provisions of ABIX 26, Chapter 5, Statutes of 2011-2012 First Extraordinary Session were upheld. In the wake of the Supreme Court's ruling and the failure of legislative efforts to extend the life of redevelopment agencies, redevelopment agencies throughout California ceased to exist on February 1, 2012. As the winding down process moves forward, specific situations have arisen, which necessitate the. introduction of new legislation designed to address ambiguities, unintended consequences or problems not specifically covered under the provisions of AB 1 X 26. Three bills, SB 654, SB 986 and AB 1585, have been amended or introduced in an effort to address technical fixes necessary to ensure clarity and resolution of problems identified thus far with the elimination of redevelopment agencies authorized under ABIX 26. Senate Bill 654, authored by Senate President Pro Tem Darrell Steinberg (D -06 -Sacramento), allows the host city of a redevelopment agency under elimination to retain specified funds in the former redevelopment agency's housing fund to ensure that communities have the ability to increase, improve, and preserve supplies of low and moderate income housing. In the case of increase, improve, and preserve supplies of low and moderate income housing. In the case of Santa Clarita, this would enable the City to retain $8,896,406 to be used toward construction of affordable housing. Senate Bill 654 has been approved by the Senate and is currently awaiting consideration in the State Assembly. The bill has not yet been assigned to a committee. Senate Bill 986, introduced by Senator Bob Dutton (R -3 -Rancho Cucamonga), provides clarification that all bond proceeds initiated by the former redevelopment agency are considered encumbered and prohibits a successor agency from sending the proceeds to the county auditor -controller. The bond proceeds could only be used for the purposes for which the bonds were sold and must be used by December 14, 2014. A successor agency is the newly created agency responsible for implementation of the obligations entered into by the former redevelopment agency. The City Council serves as the successor agency to the former Redevelopment Agency of the City of Santa Clarita. SB 986 has been assigned to the Senate Committee on Government and Finance. A hearing date has not yet been set for the bill. Assembly Bill 1585, introduced by Assembly Speaker John Perez (D -46 -Los Angeles), seeks to resolve a number of uncertainties resulting from the earlier redevelopment agency dissolution legislation. In a provision similar to that contained within SB 654, the bill clarifies that low and moderate income housing funds are to be transferred to the successor agency to provide affordable housing. The housing funds are to be maintained in a separate account and at least 80 percent of the funds must be encumbered within three years. AB 1585 also provides additional clarity to the definition of an "enforceable obligation" to include loans specific to a project area or other specified obligations, including those between a, city and redevelopment agency, prior to December 31, 2010. The measure also clarifies the term "adminstrative cost allowances" to include temporary increases in order to carry out enforceable obligations. Both of the proposed clarifications would be subject to oversight board authority. Furthermore, AB 1585 clarifies the functions of successor agencies and oversight boards. The bill has been assigned to the Assembly Committee on Housing and Community Development, although no hearing date has yet been'set for AB 1585. The City Council Ad -Hoc Subcommittee on Redevelopment met on February 16, 2012, to consider positions on each of the bills. The Subcommittee recommends that the City Council adopt a "support" position for SB 654, SB 986 and AB 1585. ALTERNATIVE ACTIONS 1. Oppose SB 654, SB 986, and AB 1585. 2. Take no position on SB 654, AB 986, and AB 1585. 3. Other action as determined by the City Council. FISCAL IMPACT Adoption of the recommended action will not require any additional resources beyond those currently contained within the approved FY 2011/12 budget. M ATTACHMENTS SB 654 available in the City Clerk's Reading File SB 986 available in the City Clerk's Reading File AB 1585 available in the City Clerk's Reading File M AMENDED IN SENATE JANUARY 31, 2012 AMENDED IN SENATE JANUARY 11, 2012 AMENDED IN SENATE JANUARY 4, 2012 SENATE BILL No. 654 Introduced by Senator Steinberg February 18, 2011 An act to amend Sections 34171,.34176,34177, and 34178 of the Health and Safety Code, relating to redevelopment, and deelaring-the LEGISLATIVE COUNSEL'S DIGEST S13 654, as amended, Steinberg. Redevelopment. Existing law suspends various activities of redevelopment agencies and prohibits the agencies from incurring indebtedness for a specified period. Existing law also dissolves redevelopment agencies and community development agencies, as of October 1, 2011, and designates successor agencies, as defined. Existing law requires successor agencies to wind down the affairs of the dissolved redevelopment agencies and to, among other things, repay enforceable obligations, as defined, and to remit unencumbered balances of redevelopment agency funds, including housing funds, to the county auditor -controller for distribution to taxing entities. Existing law authorizes the city, county, or city and county that authorized the creation of a redevelopment agency to retain the housing assets, functions, and powers previously performed by the redevelopment agency, excluding amounts on deposit in the Low and Moderate Income Housing Fund. 96 SB 654 —2— . 2— . This bill would revise the definition of the term "enforceable obligation" and modify provisions relating to the transfer of housing funds and responsibilities associated with dissolved redevelopment agencies. The bill would provide that any amounts on deposit in the Low and Moderate Income Housing Fund of a dissolved redevelopment agency be transferred to specified entities. The bill would make conforming changes. Existing law provides that upon a specified date, agreements, contracts, or arrangements between the city or county, or city and county that created the redevelopment agency and the redevelopment agency are invalid. Notwithstanding this provision, an agreement that provided loans or other startup funds for the agency that was entered into within 2 years of the formation of the agency is valid and binds the successor agency. The bill would expand this exception to include an agreement involving a loan specific to a project area and other specified obligations. This bill would deelare that it is to take effeet immediately as an urgeney statute-. Vote: 113 -majority. Appropriation: no. Fiscal committee: yes. State -mandated local program: no. The people of the State of California do enact as follows: 1 SECTION 1. Section 34171 of the Health and Safety Code is 2 amended to read: 3 34171. The following terms shall have the following meanings: 4 (a) "Administrative budget" means the budget for administrative 5 costs of the successor agencies as provided in Section 34177. 6 (b) "Administrative cost allowance" means an amount that, 7 subject to the approval of the oversight board, is payable from 8 property tax revenues of up to 5 percent of the property tax 9 allocated to the successor agency for the 2011-12 fiscal year and 10 up to 3 percent of the property tax allocated to the Redevelopment 11 Obligation Retirement Fund money that is allocated to the 12 successor agency for each fiscal year thereafter; provided, however, 13 that the amount shall not be less than two hundred fifty thousand 14 dollars ($250,000) for any fiscal year or such lesser amount as 15 agreed to by the successor agency. However, the allowance amount 16 shall exclude any administrative costs that can be paid from bond 17 proceeds or from sources other than property tax. 96 -3— SB 654 1 (c) "Designated local authority" shall mean a public entity 2 formed pursuant to subdivision (d) of Section 34173. 3 (d) (1) "Enforceable obligation" means any of the following: 4 (A) Bonds, as defined by Section 33602 and bonds issued 5 pursuant to Section 58383 of the Government Code, including the 6 required debt service, reserve set -asides, and any other payments 7 required under the indenture or similar documents governing the 8 issuance of the outstanding bonds of the former redevelopment 9 agency.. 10 (B) Loans of moneys borrowed by the redevelopment agency 11 for a lawful purpose, to the extent they are legally required to be 12 repaid pursuant to a required repayment schedule or other 13 mandatory loan terms. 14 (C) Payments required by the federal government, preexisting 15 obligations to the state or obligations imposed by state law, other 16 than passthrough payments that are made by the county 17 auditor -controller pursuant to Section 34183, or legally enforceable 18 payments required in connection with the agencies' employees, 19 including, but not limited to, pension payments, pension obligation 20 debt service, unemployment payments, or other obligations 21 conferred through a collective bargaining agreement. 22 (D) Judgments or settlements entered by a competent court of 23 law or binding arbitration decisions against the former 24 redevelopment agency, other than passthrough payments that are 25 made by the county auditor -controller pursuant to Section 34183. 26 Along with the successor agency, the oversight board shall have 27 the authority and standing to appeal any judgment or to set aside 28 any settlement or arbitration decision. 29 (E) Any legally binding and enforceable agreement or contract 30 that is not otherwise void as violating the debt limit or public 31 policy. However, nothing in this act shall prohibit either the 32 successor agency, with the approval or at the direction of the 33 oversight board, or the oversight board itself from terminating any 34 existing agreements or contracts and providing any necessary and 35 required compensation or remediation for such termination. 36 (F) Contracts or agreements necessary for the administration or 37 operation of the successor agency, in accordance with this part, 38 including, but not limited to, agreements to purchase or rent office 39 space, equipment and supplies, and pay -related expenses pursuant 96 SB 654 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 —4— to Section 33127 and for carrying insurance pursuant to Section 33134. (G) Amounts borrowed from or payments owing to the Low and Moderate Income Housing Fund of a redevelopment agency, which had been deferred as of the effective date of the act adding this part; provided, however, that the repayment schedule is approved by the oversight board. (2) For purposes of this part, "enforceable obligation" does not include any agreements, contracts, or arrangements between the city, county, or city and county that created the redevelopment agency and the former redevelopment agency. However, written agreements entered into (A) at the time of issuance, but in no event later than December 31, 2010, of indebtedness obligations, and (B) solely for the purpose of securing or repaying those indebtedness obligations may be deemed enforceable obligations for purposes of this part. Notwithstanding this paragraph, loan agreements entered into between the redevelopment agency and the city, county, or city and county that created it, within two years of the date of creation of the redevelopment agency, or within two years of the date of the creation of a project area if the loan is specific to that project area, and any obligations imposed by paragraph (1) of subdivision (d) of Section 33691 may be deemed to be enforceable obligations. (3) Contracts or agreements between the former redevelopment agency and other public agencies, to perform services or provide funding for governmental or private services or capital projects outside of redevelopment project areas that do not provide benefit to the redevelopment project and thus were not properly authorized under Part 1 (commencing with Section 33000) shall be deemed void on the effective date of this part; provided, however, that such contracts or agreements for the provision of housing properly authorized under Part 1 (commencing with Section 33000) shall not be deemed void. (e) "Indebtedness obligations" means bonds, notes, certificates of participation, or other evidence of indebtedness, issued or delivered by the redevelopment agency, or by a joint exercise of powers authority created by the redevelopment agency, to third -party investors or bondholders to finance or refinance redevelopment projects undertaken by the redevelopment agency 96 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 5— SB 654 in compliance with the Community Redevelopment Law (Part 1 (commencing with Section 33000)). (f) "Oversight board" shall mean each entity established pursuant to Section 34179. (g) "Recognized obligation" means an obligation listed in the Recognized Obligation Payment Schedule. (h) "Recognized Obligation Payment Schedule" means the document setting forth the minimum payment amounts and due dates of payments required by enforceable obligations for each six-month fiscal period as provided in subdivision (m) of Section 34177. (i) "School entity" means any entity defined as such in subdivision (f) of Section 95 of the Revenue.and Taxation Code. 0) "Successor agency" means the county, city, or city and county that authorized the creation of each redevelopment agency or another entity as provided in Section 34173. (k) "Taxing entities" means cities, counties, a city and county, special districts, and school entities, as defined in subdivision (f) of Section 95 of the Revenue and Taxation Code, that receive passthrough payments and distributions of property taxes pursuant to the provisions of this part. SEC. 2. Section 34176 of the Health and Safety Code is amended to read: 34176. (a) The city, county, or city and county that authorized the creation of a redevelopment agency may elect to retain the housing assets and functions previously performed by the redevelopment agency. If a city, county, or city and county elects to retain the responsibility for performing housing functions previously performed by a redevelopment agency, all rights, powers, duties, and obligations associated with the housing activities of the agency, including any amounts on deposit in the Low and Moderate Income Housing Fund, shall be transferred to the city, county, or city and county. Any funds transferred to the city, county, or city and county pursuant to this subdivision shall be maintained in a separate Low and Moderate Income Housing Fund and expended pursuant to the provisions of the Community Redevelopment Law relating to the Low and Moderate Income Housing Fund. (b) If a city, county, or city and county does not elect to retain the responsibility for performing housing functions previously 96 SB 654 —6— I 6- 1 performed by a redevelopment agency, all rights, powers, assets, 2 liabilities, duties, and obligations associated with the housing 3 activities of the agency, including any amounts in the Low and 4 Moderate Income Housing Fund, shall be transferred as follows: 5 (1) Where there is one local housing authority in the territorial 6 jurisdiction of the former redevelopment agency, to that local 7 housing authority. 8 (2) Where there is more than one local housing authority in the 9 territorial jurisdiction of the former redevelopment agency, to the 10 local housing authority selected by the city, county, or city and 11 county that authorized the creation of the redevelopment agency. 12 (3) Where there is no local housing authority in the territorial 13 jurisdiction of the former redevelopment agency or where the local 14 housing authority selected does not accept the responsibility for 15 performing housing functions previously performed by the former 16 redevelopment agency, to the Department of Housing and 17 Community Development. 18 (c) Commencing on the operative date of this part, the entity 19 assuming the housing functions formerly performed by the 20 redevelopment agency shall enforce affordability covenants and 21 perform related activities pursuant to applicable provisions of the 22 Community Redevelopment Law (Part 1 (commencing with 23 Section 33000)), including, but not limited to, Section 33418. 24 SEC. 3. Section 34177 of the Health and Safety Code is 25 amended to read: 26 34177. Successor agencies are required to do all of the 27 following: 28 (a) Continue to make payments, due for enforceable obligations. 29 (1) On and after October 1, 2011, and until a Recognized 30 Obligation Payment Schedule becomes operative, only payments 31 required pursuant to an enforceable obligations payment schedule 32 shall be made. The initial enforceable obligation payment schedule 33 shall be the last schedule adopted by the redevelopment agency 34 under Section 34169. However, payments associated with 35 obligations excluded from the definition of enforceable obligations 36 by paragraph (2) of subdivision (d) of Section 34171 shall be 37 excluded from the enforceable obligations payment schedule and 38 be removed from the last schedule adopted by the redevelopment 39 agency under Section 34169 prior to the successor agency adopting 40 it as its enforceable obligations payment schedule pursuant to this 96 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 -7— SB 654 subdivision. The enforceable obligation payment schedule may be amended by the successor agency at any public meeting and shall be subject to the approval of the oversight board as soon as the board has sufficient members to form a quorum. (2) The Department of Finance and the Controller shall each have the authority to require any documents associated with the enforceable obligations to be provided to them in a manner of their choosing. Any taxing entity, the department, .and the Controller shall each have standing to file a judicial action to prevent a violation under this part and to obtain injunctive or other appropriate relief. (3) Commencing on January 1, 2012, only those payments listed in the Recognized Obligation Payment Schedule may be made by the successor agency from the funds specified in the Recognized Obligation Payment Schedule. In addition, commencing January 1, 2012, the Recognized Obligation Payment Schedule shall supersede the Statement of Indebtedness, which shall no longer be prepared nor have any effect under the Community Redevelopment Law. (4) Nothing in the act adding this part is to be construed as preventing a successor agency, with the prior approval of the oversight board, as described in Section 34179, from making payments for enforceable obligations from sources other than those listed in the Recognized Obligation Payment Schedule. (5) From October 1, 2011, to July 1, 2012, a successor agency shall have no authority and is hereby prohibited from accelerating payment or making any lump -sum payments that are intended to prepay loans unless such accelerated repayments were required prior to the effective date of this part. (b) Maintain reserves in the amount required by indentures, trust indentures, or similar documents governing the issuance of outstanding redevelopment agency bonds. (c) Perform obligations required pursuant to any enforceable obligation. (d) Remit unencumbered balances of redevelopment agency funds to the county auditor -controller for distribution to the taxing entities. In making the distribution, the county auditor -controller shall utilize the same methodology for allocation and distribution of property tax revenues provided in Section 34188. 96 SB 654 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 (e) Dispose of assets and properties of the former redevelopment agency as directed by the oversight board; provided, however, that the oversight board may instead direct the successor agency to transfer ownership of certain assets pursuant to subdivision (a) of Section 34181. The disposal is to be done expeditiously and in a manner aimed at maximizing value. Proceeds from asset sales and related funds that are no longer needed for approved development projects or to otherwise wind down the affairs of the agency, each as determined by the oversight board, shall be transferred to the county auditor -controller for distribution as property tax proceeds under Section 34188. (i) Enforce all former redevelopment agency rights for the benefit of the taxing entities, including, but not limited to, continuing to collect loans, rents, and other revenues that were due to the redevelopment agency. (g) Effectuate transfer of housing functions and assets to the appropriate entity designated pursuant to Section 34176. (h) Expeditiously wind down the affairs of the redevelopment agency pursuant to the provisions of this part and in accordance with the direction of the oversight board. (i) Continue to oversee development of properties until the contracted work has been completed or the contractual obligations of the former redevelopment agency can be transferred to other parties. Bond proceeds shall be used for the purposes for which bonds were sold unless the purposes can no longer be achieved, in which case, the proceeds may be used to defease the bonds. 0) Prepare a proposed administrative budget and submit it to the oversight board for its approval. The proposed administrative budget shall include all of the following: (1) Estimated amounts for successor agency administrative costs for the upcoming six-month fiscal period. (2) Proposed sources of payment for the costs identified in paragraph (1). (3) Proposals for arrangements for administrative and operations services provided by a city, county, city and county, or other entity. (k) Provide administrative cost estimates, from its approved administrative budget that are to be paid from property tax revenues deposited in the Redevelopment Property Tax Trust Fund, to the county auditor -controller for each six-month fiscal period. 96 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 -9— SB 654 (0 (1) Before each six-month fiscal period, prepare a Recognized Obligation Payment Schedule in accordance with the requirements of this paragraph. For each recognized obligation, the Recognized Obligation Payment Schedule shall identify one or more of the following sources of payment: (A) Low and Moderate Income Housing Fund. (B) Bond proceeds. (C) Reserve balances. (D) Administrative cost allowance. (E) The Redevelopment Property Tax Trust Fund, but only to the extent no other funding source is available or when payment from property tax revenues is required by an enforceable obligation or by the provisions of this part. (F) Other revenue sources, including rents, concessions, asset sale proceeds, interest earnings, and any other revenues derived from the former redevelopment agency, as approved by the oversight board in accordance with this part. (2) A Recognized Obligation Payment Schedule shall not be deemed valid unless all of the following conditions have been met: (A) A draft Recognized Obligation Payment Schedule is prepared by the successor agency for the enforceable obligations of the former redevelopment agency by November 1, 2011. From October 1, 2011, to July 1, 2012, the initial draft of that schedule shall project the dates and amounts of scheduled payments for each enforceable obligation for the remainder of the time period during which the redevelopment agency would have been authorized to obligate property tax increment had such a redevelopment agency not been dissolved, and shall be reviewed and certified, as to its accuracy, by an external auditor designated pursuant to Section 34182. (B) The certified Recognized Obligation Payment Schedule is submitted to and\duly approved by the oversight board. (C) A copy of the approved Recognized Obligation Payment Schedule is submitted to the county auditor -controller and both the Controller's office and the Department of Finance and be posted on the successor agency's Internet Web site. (3) The Recognized Obligation Payment Schedule shall be forward looking to the next six months. The first Recognized Obligation Payment Schedule shall be submitted to the Controller's office and the Department of Finance by December 15, 2011, for 96 SB 654 10 1 the period of January 1, 2012, to June 30, 2012, inclusive. Former 2 redevelopment agency enforceable obligation payments due, and 3 reasonable or necessary administrative costs due or incurred, prior 4 to January 1, 2012, shall be made from property tax revenues 5 received in the spring of 2011 property tax distribution, and from 6 other revenues and balances transferred to the successor agency: 7 SEC. 4. Section 34178 of the Health and Safety Code is 8 amended to read: 9 34178. (a) Commencing on the operative date of this part, 10 agreements, contracts, or arrangements between the city or county, 11 or city and county that created the redevelopment agency and the 12 redevelopment agency are invalid and shall not be binding on the 13 successor agency; provided, however, that a successor entity 14 wishing to enter or reenter into agreements with the city, county, 15 or city and county that formed the redevelopment agency that it 16 is succeeding may do so upon obtaining the approval of its 17 oversight board. 18 (b) Notwithstanding subdivision (a), any of the following 19 agreements are not invalid and may bind the successor agency: 20 (1) A duly authorized written agreement entered into at the time 21 of issuance, but in no event later than December 31, 2010, of 22 indebtedness obligations, and solely for the purpose of securing 23 or repaying those indebtedness obligations. 24 (2) A written agreement between a redevelopment agency and. 25 the city, county, or city and county that created it that provided 26 loans or other startup funds for the redevelopment agency that 27 were entered into within. two years of the formation of the 28 redevelopment agency, or within two years of the date of the 29 creation of a project area if the loan is specific to that project area, 30 and any obligations imposed by paragraph (1) of subdivision (d) 31 of Section 33691. 32 (3) A joint exercise of powers agreement in which the 33 redevelopment agency is a member of the joint powers authority. 34 However, upon assignment to the successor agency by operation 35 of the act adding this part, the successor agency's rights, duties, 36 and performance obligations under that joint exercise of powers 37 agreement shall be limited by the constraints imposed on successor 38 agencies by the act adding this part. 39 40 immediate preservation ofthe publie peaee, health, or safety within 96 -11— SB 654 I the meaning of Artiele 1NI of the Gonstitution and shall go into 3 in order to effeetuate the transfer of housing fitnds and 4 responsibilities assoeiated with dissolved redevelopment ageneies, 5 it is neeessary that this aet take immediate eff�et. Cel 96 SENATE BILL No. 986 Introduced by Senator Dutton January 31, 2012 An act to amend Sections 34177 and 34180 of the Health and Safety Code, relating to redevelopment, and declaring the urgency thereof, to take effect immediately. LEGISLATIVE COUNSEL'S DIGEST SB 986, as introduced, Dutton. Redevelopment: bond proceeds. Existing law dissolves redevelopment agencies and community development agencies, as of February 1, 2012, and designates successor agencies, as defined. Existing law requires that successor entities perform certain duties, including, among Others, remitting unencumbered funds of that agency to the county auditor -controller, and overseeing the use of bond proceeds. Existing law requires each successor agency to have an oversight board that is composed of 7 members who meet certain qualifications. Existing law requires the oversight board to approve certain actions of the successor agency. This bill would provide that all bond proceeds that were generated by the former redevelopment agency shall be deemed to be encumbered and would prohibit a successor agency from remitting these proceeds to the county auditor -controller. This bill would also require that the proceeds of bonds issued by a former redevelopment agency must be used by the successor agency for the purposes for which the bonds were sold pursuant to an enforceable obligation, as defined, that was entered into either by the former redevelopment agency prior to its dissolution, or is entered into by the successor agency by December 14, 2014. This bill would also provide that if an enforceable obligation is not entered into by that time, or if the purpose for which the bonds were sold can no longer be achieved, then the bond proceeds shall be used to defease 99 SB 986 the bonds or to purchase outstanding bonds on the open market for cancellation. This bill would also require the oversight board to approve of the establishment of an enforceable obligation with respect to bond proceeds. This bill would prohibit the oversight board from disapproving the establishment of an enforceable obligation with respect to bond proceeds if that obligation is reasonably in furtherance of the purposes for which the bonds were sold. This bill would declare that it is to take effect immediately as an urgency statute. Vote: 2/3. Appropriation: no. Fiscal committee: yes. State -mandated local program: no. The people of the State of California do enact as follows: 1 SECTION 1. Section 34177 of the Health and Safety Code is 2 amended to read: 3 34177. Successor agencies are required to do all of the 4 following: 5 (a) Continue to make payments due for enforceable obligations. 6 (1) On and after October 1, 2011, and until a Recognized 7 Obligation Payment Schedule becomes operative, only payments 8 required pursuant to an enforceable obligations payment schedule 9 shall be made. The initial enforceable obligation payment schedule 10 shall be the last schedule adopted by the redevelopment agency 11 under Section 34169.. However, payments associated with 12 obligations excluded from the definition of enforceable obligations 13 by paragraph (2) of subdivision (e) of Section 34171 shall be 14 excluded from the enforceable obligations payment schedule and 15 be removed from the last schedule adopted by the redevelopment 16 agency under Section 34169 prior to the successor agency adopting 17 it as its enforceable obligations payment schedule pursuant to this 18 subdivision. The enforceable obligation payment schedule may 19 be amended by the successor agency at any public meeting and 20 shall be subject to the approval of the oversight board as soon as 21 the board has sufficient members to form a quorum. 22 (2) The Department of Finance and the Controller shall each 23 have the authority to require any documents associated with the 24 enforceable obligations to be provided to them in a manner of their 25 choosing. Any taxing entity, the department, and the Controller 99 SB 986 1 shall each have standing to file a judicial action to prevent a 2 violation under this part and to obtain injunctive or other 3 appropriate relief. 4 (3) Commencing on January 1, 2012, only those payments listed 5 in the Recognized Obligation Payment Schedule may be made by 6 the successor agency from the funds specified in the Recognized 7 Obligation Payment Schedule. In addition, commencing January 8 1, 2012, the Recognized Obligation Payment Schedule shall 9 supersede the Statement of Indebtedness, which shall no longer 10 be prepared nor have . any effect under the Community 1 1 Redevelopment Law. 12 (4) Nothing in the act adding this part is to be construed as 13 preventing a successor agency, with the prior approval of the 14 oversight board, as described in Section 34179, from making 15 payments for enforceable obligations from sources other than those 16 listed in the Recognized Obligation Payment Schedule. 17 (5) From October 1, 2011, to July 1, 2012, a successor agency 18 shall have no authority and is hereby prohibited from accelerating 19 payment or making any lump -sum payments that are intended to 20 prepay loans unless such accelerated repayments were required 21 prior to the effective date of this part. 22 (b) Maintain reserves in the amount required by indentures, 23 trust indentures, or similar documents governing the issuance of 24 outstanding redevelopment agency bonds. 25 (c) Perform obligations required pursuant to any enforceable 26 obligation. 27 (d) Remit unencumbered balances of redevelopment agency 28 funds to the county auditor -controller for distribution to the taxing 29 entities, including, but not limited to, the unencumbered balance 30 of the Low and Moderate Income Housing Fund of a former 31 redevelopment agency. In making the distribution, the county 32 auditor -controller shall utilize the same methodology for allocation 33 and distribution of property tax revenues provided in Section 34 34188. For purposes of this subdivision, bond proceeds of the 35 redevelopment agency shall be deemed to be encumbered, and 36 therefore the successor agency shall not remit those funds to the 37 county auditor -controller. 38 (e) Dispose of assets and properties of the former redevelopment 39 agency as directed by the oversight board; provided, however, that 40 the oversight board may instead direct the successor agency to 99 SB 986 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 transfer ownership of certain assets pursuant to subdivision (a) of Section 34181. The disposal is to be done expeditiously and in a manner aimed at maximizing value. Proceeds from asset sales and related funds that are no longer needed for approved development projects or to otherwise wind down the affairs of the agency, each as determined by the oversight board, shall be transferred to the county auditor -controller for distribution as property tax proceeds under Section 34188. (f) Enforce all former redevelopment agency rights for the benefit of the taxing entities, including, but not limited to, continuing to collect loans, rents, and other revenues that were due to the redevelopment agency. (g) Effectuate transfer of housing functions and assets to the appropriate entity designated pursuant to Section 34176. (h) Expeditiously wind down the affairs of the redevelopment agency pursuant to the provisions of this part and in accordance with the direction of the oversight board. (i) Continue to oversee development of properties until the contracted work has been completed or the contractual obligations of the former redevelopment agency can be transferred to other parties. Bond proceeds shall be used for the purposes for which the bonds were sold tinless the purposes ean no longer be aehieved, in whieh ease, the proeeeds may be used to defease the ,f and to the extent that the successor agency is either performing an obligation required pursuant to any enforceable obligation entered into by the former redevelopment agency, or is performing an enforceable obligation entered into by the successor agency on or before December 31, 2014, to fuoll the purposes for which the bonds were sold by the dissolved redevelopment agency. Any amount of bond proceeds not subject to an enforceable obligation as of January 1, 2015, shall be used to defease the bonds or to purchase outstanding bonds on the open market for cancellation. If the purposes for which the bonds were sold by the dissolved redevelopment agency can no longer be achieved, then the proceeds shall be used to defease the bonds or to purchase outstanding bonds on the open market for cancellation. 0) Prepare a proposed administrative budget and submit it to the oversight board for its approval. The proposed administrative budget shall include all of the following: 99 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 SB 986 (1) Estimated amounts for successor agency administrative costs for the upcoming six-month fiscal period. (2) Proposed sources of payment for the costs identified in paragraph (1). (3) Proposals for arrangements for administrative and operations services provided by a city, county, city and county, or other entity. (k) Provide administrative cost estimates, from its approved administrative budget that are to be paid from property tax revenues deposited in the Redevelopment Property Tax Trust Fund, to the county auditor -controller for each six-month fiscal period. (0 (1) Before each six-month fiscal period, prepare a Recognized Obligation Payment Schedule in accordance with the requirements of this paragraph. For each recognized obligation, the Recognized Obligation Payment Schedule shall identify one or more of the following sources of payment: (A) Low and Moderate Income Housing Fund. (B) Bond proceeds. (C) Reserve balances. (D) Administrative cost allowance. (E) The Redevelopment Property Tax Trust Fund, but only to the extent no other funding source is available or when payment from property tax revenues is required by an enforceable obligation or by the provisions of this part. (F) Other revenue sources, including rents, concessions, asset sale proceeds, interest earnings, and any other revenues derived from the former redevelopment agency, as approved by the oversight board in accordance with this part. (2) A Recognized Obligation Payment Schedule shall not be deemed valid unless all of the following conditions have been met: (A) A draft Recognized Obligation Payment Schedule is prepared by the successor agency for the enforceable obligations of the former redevelopment agency by November 1, 2011. From October 1, 2011, to July 1, 2012, the initial draft of that schedule shall project the dates and amounts of scheduled payments for each enforceable obligation for the remainder of the time period during which the redevelopment agency would have been authorized to obligate property tax increment had stieh-a that redevelopment agency not been dissolved, and shall be reviewed and certified, as to its accuracy, by an external auditor designated pursuant to Section 34182. 99 SB 986 —6— I 6- 1 (B) The certified Recognized Obligation Payment Schedule is 2 submitted to and duly approved by the oversight board. 3 (C) A copy of the approved Recognized Obligation Payment 4 Schedule is submitted to the county auditor -controller and both 5 the Controller's office and the Department of Finance and be posted 6 on the successor agency's Internet Web site. 7 (3) The Recognized Obligation Payment Schedule shall be 8 forward looking to the next six months. The first Recognized 9 Obligation Payment Schedule shall be submitted to the Controller's 10 office and the Department of Finance by December 15, 2011, for 11 the period of January 1, 2012, to June 30, 2012, inclusive. Former 12 redevelopment agency enforceable obligation payments due, and 13 reasonable or necessary administrative costs due or incurred, prior 14 to January 1, 2012, shall be made from property tax revenues 15 received in the spring of 2011 property tax distribution, and from 16 other revenues and balances transferred to the successor agency. 17 SEC. 2. Section 34180 of the Health and Safety Code is 18 amended to read: 19 34180. All of the following successor agency actions shall first 20 be approved by the oversight board: 21 (a) The establishment of new repayment terms for outstanding 22 loans where the terms have not been specified prior to the date of 23 this part. 24 (b) Refunding of outstanding bonds or other debt of the former 25 redevelopment agency by successor agencies in order to provide 26 for savings or to finance debt service spikes; provided, however, 27 that no additional debt is created and debt service is not accelerated. 28 (c) Setting aside of amounts in reserves as required by 29 indentures, trust indentures, or similar documents governing the 30 issuance of outstanding redevelopment agency bonds. 31 (d) Merging of project areas. 32 (e) Continuing the acceptance of federal or state grants, or other 33 forms of financial assistance from either public or private sources, 34 where assistance is conditioned upon the provision of matching 35 funds, by the successor entity as successor to the former 36 redevelopment agency, in an amount greater than 5 percent. 37 (f) (1) If a city, county, or city and county wishes to retain any 38 properties or other assets for future redevelopment activities, 39 funded from its own funds and under its own auspices, it must 40 reach a compensation agreement with the other taxing entities to 99 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 -7— SB 986 provide payments to them in proportion to their shares of the base property tax, as determined pursuant to Section 34188, for the value of the property retained. (2) If no other agreement is reached on valuation of the retained assets, the value will be the fair market value as of the 2011 property tax lien date as determined by the county assessor. (g) Establishment of the Recognized Obligation Payment Schedule. (h) A request by the successor agency to enter into an agreement with the city, county, or city and county that formed the redevelopment agency that it is succeeding. (i) A request by a successor agency or taxing entity to pledge, or to enter into an agreement for the pledge of, property tax revenues pursuant to subdivision (b) of Section 34178. 0) The establishment of an enforceable obligation with respect to bond proceeds pursuant to subdivision (i) of Section 34177. However, the oversight board shall not disapprove the establishment of an enforceable obligation with respect to bond proceeds if that obligation is reasonably in furtherance of the purposes for which the bonds were sold. SEC. 3. This act is an urgency statute necessary for the immediate preservation of the public peace, health, or safety within the meaning of Article IV of the Constitution and shall go into immediate effect. The facts constituting the necessity are: In order to provide guidance to the successor agencies on the use of bond proceeds, it is necessary for this act to take effect immediately. 0 99 CALIFORNIA LEGISLATURE -2011-12 REGULAR SESSION ASSEMBLY BILL No. 1585 Introduced by Assembly Members.John A. Perez,Atkins, Dickinson, Hill, Mitchell, Perea, and Torres February 2, 2012 An act to amend Sections 34171, 34176, 34177, 34179, 34180, 34181, and 34183 of the Health and Safety Code, relating to redevelopment, and declaring the urgency thereof, to take effect immediately. LEGISLATIVE COUNSEL'S DIGEST AB 1585, as introduced, John A. P6rez. Redevelopment. Existing law dissolves redevelopment agencies and community development agencies, as of February 1, 2012, and designates successor agencies, as defined. Existing law requires successor agencies to wind down the affairs of the dissolved redevelopment agencies and to, among other things, repay enforceable obligations, as defined, and to remit unencumbered balances of redevelopment agency funds, including housing funds, to the county auditor -controller for distribution to taxing entities. Existing law authorizes the city, county, or city and county that authorized the creation of a redevelopment agency to retain the housing assets, functions, and powers previously performed by the redevelopment agency, excluding amounts on deposit in the Low and Moderate Income Housing Fund. This bill would modify the scope of the term "enforceable obligation" and modify provisions relating to the transfer of housing funds and responsibilities associated with dissolved redevelopment agencies. The bill would provide that any amounts on deposit in the Low and Moderate Income Housing Fund of a dissolved redevelopment agency be 99 AB 1585 —2— transferred 2— transferred to specified entities. The bill would make conforming changes. Existing law provides that, upon a specified date, agreements, contracts, or arrangements between the city or county, or city and county that created the redevelopment agency and the redevelopment agency are invalid. Notwithstanding this provision, an agreement that provided loans or other startup funds for the agency that was entered into within 2 years of the formation of the agency is valid and binds the successor agency. The bill would expand this exception to include an agreement involving a loan specific to a project area and other specified obligations. The bill would provide that other loan agreements entered into between the redevelopment agency and the city, county, or city and county that created it are deemed to be enforceable obligations, except as specified. The bill would further expand upon, and clarify, the scope of the successor agency's and the oversight board's responsibilities. This bill would declare that it is to take effect immediately as an urgency statute. Vote: 2/3. Appropriation: no. Fiscal committee: yes. State -mandated local program: no. The people of the State of California do enact as follows.• 1 SECTION 1. Section 34171 of the Health and Safety Code is 2 amended to read: 3 34171. The following terms shall have the following meanings: 4 (a) "Administrative budget" means the budget for administrative 5 costs of the successor agencies as provided in Section 34177. 6 (b) "Administrative cost allowance" means an amount that, 7 subject to the approval of the oversight board, is payable from 8 property tax revenues of up to 5 percent of the property tax 9 allocated to the successor agency for the 2011-12 fiscal year and 10 up to 3 percent of the property tax allocated to the Redevelopment 11 Obligation Retirement Fund money that is allocated to the 12 successor agency for each fiscal year thereafter, except as provided 13 by subdivision (Z) of Section 34180; provided, however, that the 14 amount shall not be less than two hundred fifty thousand dollars 15 ($250,000) for any fiscal year or such lesser amount as agreed to 16 by the successor agency. However, the allowance amount shall 17 exclude any administrative costs that can be paid from bond 99 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 AB 1585 proceeds or from sources other than property tax. Employee costs associated with work on speck project implementation activities, including, but not limited to, construction inspection, project management, or actual construction, shall be considered project -specific costs and are not administrative costs. (c) "Designated local authority" shall mean a public entity formed pursuant to subdivision (d) of Section 34173. (d) (1) "Enforceable obligation" means any of the following: (A) Bonds, as defined by Section 33602 and bonds issued pursuant to Section 58383 of the Government Code, including the required debt service, reserve set -asides, and any other payments required under the indenture or similar documents governing the issuance of the outstanding bonds of the former redevelopment agency. (B) Loans of moneys borrowed by the redevelopment agency for a lawful purpose, to the extent they are legally required to be repaid pursuant to a required repayment schedule or other mandatory loan terms. (C) Payments required by the federal government, preexisting obligations to the state or obligations imposed by state law, other than passthrough payments that are made by the county auditor -controller pursuant to Section 34183, or legally enforceable payments required in connection with the agencies' employees, including, but not limited to, pension payments, pension obligation debt service, unemployment payments, or other obligations conferred through a collective bargaining agreement. Costs incurred to fu f ll collective bargaining agreements for layoffs or terminations of city employees who performed work directly on behalf of the former redevelopment agency shall be considered enforceable obligations payable from property tax funds. (D) Judgments or settlements entered by a competent court of law or binding arbitration decisions against the former redevelopment agency, other than passthrough payments that are made by the county auditor -controller pursuant to Section 34183. Along with the successor agency, the oversight board shall have the authority and standing to appeal any judgment or to set aside any settlement or arbitration decision. (E) Any legally binding and enforceable agreement or contract that is not otherwise void as violating the debt limit or public policy. However, nothing in this act shall prohibit either the 99 AB 1585 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 successor agency, with the approval or at the direction of the oversight board, or the oversight board itself from terminating any existing agreements or contracts and providing any necessary and required compensation or remediation for such termination. (F) Contracts or agreements necessary for the administration or operation of the successor agency, in accordance with this part, including, but not limited to, agreements to purchase or rent office space, equipment and supplies, and pay -related expenses pursuant to Section 33127 and for carrying insurance pursuant to Section 33134. (G) Amounts borrowed from or payments owing to the Low and Moderate Income Housing Fund of a redevelopment agency, which had been deferred as of the effective date of the act adding this part; provided, however, that the repayment schedule is approved by the oversight board. (2) (A) Except as specifically provided in this part, "enforceable obligation" does not include any agreements, contracts, or arrangements between the city, county, or city and county that created the redevelopment agency and the former redevelopment agency. However, written agreements entered into (A) at the time of issuance, but in no event later than December 31, 2010, of indebtedness obligations, and (B) solely for the purpose of securing or repaying those indebtedness obligations may be deemed enforceable obligations for purposes of this part. Notwithstanding this paragraph, loan (B) Loan agreements entered into between the redevelopment agency and the city, county, or city and county that created it, within two years of the date of creation of the redevelopment agency, or within two years of the date of the creation of a project area if the loan is speck to that project area, and any obligations imposed by paragraph (I)- of subdivision (d) of Section 33691 may be deemed to be enforceable obligations. (C) Other loan agreements entered into between the redevelopment agency and the city, county, or city and county that created it, may be deemed to be enforceable obligations, subject to subdivision (k) of Section 34180. (3) Contracts or agreements between the former redevelopment agency and other public agencies, to perform services or provide funding for governmental or private services or capital projects outside of redevelopment project areas that do not provide benefit 99 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 5— AB 1585 to the redevelopment project and thus were not properly authorized under Part 1 (commencing with Section 33000) shall be deemed void on the effective date of this part; provided, however, that such contracts or agreements for the provision of housing properly authorized under Part 1 (commencing with Section 33000) shall not be deemed void. (e) "Indebtedness obligations" means bonds, notes, certificates of participation, or other evidence of indebtedness, issued or delivered by the redevelopment agency, or by a joint exercise of powers authority created by the redevelopment agency, to third -party investors or bondholders to finance or refinance redevelopment projects undertaken by the redevelopment agency in compliance with the Community Redevelopment Law (Part 1 (commencing with Section 33000)). (f) "Oversight board" shall mean each entity established pursuant to Section 34179. (g) "Recognized obligation" means an obligation listed in the Recognized Obligation Payment Schedule. (h) "Recognized Obligation Payment Schedule" means the document setting forth the minimum payment amounts and due dates of payments required by enforceable obligations for each six-month fiscal period as provided in subdivision (m) of Section 34177. (i) "School entity" means any entity defined as such in subdivision (f) of Section 95 of the Revenue and Taxation Code. 0) "Successor agency" means the county, city, or city and county that authorized the creation of each redevelopment agency or another entity as provided in Section 34173. (k) "Taxing entities" means cities, counties, a city and county, special districts, and school entities, as defined in subdivision (f) of Section 95 of the Revenue and Taxation Code, that receive passthrough payments and distributions of property taxes pursuant to the provisions of this part. SEC. 2. Section 34176 of the Health and Safety Code is amended to read: 34176. (a) The city, county, or city and county that authorized the creation of a redevelopment agency may elect to retain the housing assets and functions previously performed by the redevelopment agency. If a city, county, or city and county elects to retain the responsibility for performing housing functions 99 AB 1585 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 previously performed by a redevelopment agency, all rights, powers, duties, and obligations, exeluding obligations associated with the housing activities of the agency, including any amounts on deposit in the Low and Moderate Income Housing Fund, shall be transferred to the city, county, or city and county. Any funds transferred to the city, county, or city and county pursuant to this subdivision shall be maintained in a separate Low and Moderate Income Housing Fund and expended pursuant to the provisions of the Community Redevelopment Law relating to the Low and Moderate Income Housing Fund. (b) If a city, county, or city and county does not elect to retain the responsibility for performing housing functions previously performed by a redevelopment agency, all rights, powers, assets, liabilities, duties, and obligations associated with the housing activities of the agency,exeluding including any amounts in the Low and Moderate Income Housing Fund, shall be transferred as follows: f (2� (1)Where there is one local housing authority in the territorial jurisdiction of the former redevelopment agency; to that local housing authority. (2) Where there is more than one local housing authority in the territorial jurisdiction of the former redevelopment agency, to the local housing authority selected by the city, county, or city and county that authorized the creation of the redevelopment agency. (3) Where there is no local housing authority in the territorial jurisdiction of the former redevelopment agency or where the local housing authority selected does not accept the responsibility for performing housing functions previously performed by the former redevelopment agency, to the Department of Housing and Community Development. (c) Commencing on the operative date of this part, the entity assuming the housing functions formerly performed by the redevelopment agency shall enforce affordability covenants and perform related activities pursuant to applicable provisions of 99 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 -7— AB 1585 the Community Redevelopment Law (Part 1 (commencing with Section 33000), including, but not limited to, Section 33418. (d) If the city, county, or city and county, or other public entity that performs housing functions pursuant to this section has not expended or encumbered at least 80 percent of the moneys in the Low and Moderate Income Housing Fund within three years of the date of receipt of those moneys by the entity assuming housing responsibilities pursuant to this part, then the excess amount, minus the amount necessarily reserved for the ongoing monitoring and maintenance oj'affordable housingprojects, shall be allocated to the auditor -controller for housing purposes pursuant to existing law. SEC. 3. Section 34177 of the Health and Safety. Code is amended to read: 34177. Successor agencies are required to do all of the following: (a) Continue to make payments due for enforceable obligations. (1) On and after February 1, 2012, and until a Recognized Obligation Payment Schedule becomes operative, only payments required pursuant to an enforceable obligations payment schedule shall be made. The initial enforceable obligation payment schedule shall be the last schedule adopted by the redevelopment agency under Section 34169. However, payments associated with obligations excluded from the definition of enforceable obligations by paragraph (2) of subdivision (e) of Section 34171 shall be excluded from the enforceable obligations payment schedule and be removed from the last schedule adopted by the redevelopment agency under Section 34169 prior to the successor agency adopting it as its enforceable obligations payment schedule pursuant to this subdivision. The enforceable obligation payment schedule may be amended by the successor agency at any public meeting and shall be subject to the approval of the oversight board as soon as the board has sufficient members to form a quorum. (2) The Department of Finance and the Controller shall each have the authority to require any documents associated with the enforceable obligations to be provided to them in a manner of their choosing. Any taxing entity, the department, and the Controller shall each have standing to file a judicial action to prevent a violation under this part and to obtain injunctive or other appropriate relief. 99 AB 1585 —8- 1 8- 1 (3) Commencing on May 1, 2012, only those payments listed 2 in the Recognized Obligation Payment Schedule may be made by 3 the successor agency from the funds specified in the Recognized 4 Obligation Payment Schedule. In addition, commencing May 1, 5 2012, the Recognized Obligation Payment Schedule shall supersede 6 the Statement of Indebtedness, which shall no longer be prepared 7 nor have any effect under the Community Redevelopment Law. 8 (4) Nothing in the act adding this part is to be construed as 9 preventing a successor agency, with the prior approval of the 10 oversight board, as described in Section 34179, from making 11 payments for enforceable obligations from sources other than those 12 listed in the Recognized Obligation Payment Schedule. 13 (5) From February 1, 2012, to July 1, 2012, a successor agency 14 shall have no authority and is hereby prohibited from accelerating 15 payment or making any lump -sum payments that are intended to 16 prepay loans unless such accelerated repayments were required 17 prior to the effective date of this part. 18 (b) Maintain reserves in the amount required by indentures, 19 trust indentures, or similar documents governing the issuance of 20 outstanding redevelopment agency bonds. 21 (c) Perform obligations required pursuant to any enforceable 22 obligation. 23 (d) Remit unencumbered balances of redevelopment agency 24 funds to the county auditor -controller for distribution to the taxing 25 entities, ineltiding, but not limited to, 26 of the 17ow and Moderate ineome I lousing Fund of a former 27 redevelopment ageney. In making the distribution, the county 28 auditor -controller shall utilize the same methodology for allocation 29 and distribution of property tax revenues provided in Section 30 34188. 31 (e) Dispose of assets and properties of the former redevelopment 32 agency as directed by the oversight board; provided, however, that 33 the oversight board may instead direct the successor agency to 34 transfer ownership of certain assets pursuant to subdivision (a) of 35 Section 34181. The disposal is to be done expeditiously and in a 36 manner aimed at maximizing value. Proceeds from asset sales and 37 related funds that are no longer needed for approved development 38 projects or to otherwise wind down the affairs of the agency, each 39 as determined by the oversight board, shall be transferred to the 99 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 -9— AB 1585 county auditor -controller for distribution as property tax proceeds under Section 34188. (f) Enforce all former redevelopment agency rights for the benefit of the taxing entities, including, but not limited to, continuing to collect loans, rents, and other revenues that were due to the redevelopment agency. (g) Effectuate transfer of housing functions and assets to the appropriate entity designated pursuant to Section 34176. (h) Expeditiously wind down the affairs of the redevelopment agency pursuant to the provisions of this part and in accordance with the direction of the oversight board. (i) Continue to oversee development of properties until the contracted work has been completed or the contractual obligations of the former redevelopment agency can be transferred to other parties. Bond proceeds shall be used for the purposes for which bonds were sold unless the purposes can no longer be achieved, in which case, the proceeds may be used to defease the bonds. 0) Prepare a proposed administrative budget and submit it to the oversight board for its approval. The proposed administrative budget shall include all of the following: (1) Estimated amounts for successor agency administrative costs for the upcoming six-month fiscal period. (2) Proposed sources of payment for the costs identified in paragraph (1). (3) Proposals for arrangements for administrative and operations services provided by a city, county, city and county, or other entity. (k) Provide administrative cost estimates, from its approved* administrative budget that are to be paid from property tax revenues deposited in the Redevelopment Property Tax Trust Fund, to the county auditor -controller for each six-month fiscal period. (0 (1) Before each six-month fiscal period, prepare a Recognized Obligation Payment Schedule in accordance with the requirements of this paragraph. For each recognized obligation, the Recognized Obligation Payment Schedule shall identify one or more of the following sources of payment: (A) Low and Moderate Income Housing Fund. (B) Bond proceeds. (C) Reserve balances. (D) Administrative cost allowance. 99 AB 1585 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 10— (E) The Redevelopment Property Tax Trust Fund, but only to the extent no other funding source is available or when payment from property tax revenues is required by an enforceable obligation or by the provisions of this part. (F) Other revenue sources, including rents, concessions, asset sale proceeds, interest earnings, and any other revenues derived from the former redevelopment agency, as approved by the oversight board in accordance with this part. (2) A Recognized Obligation Payment Schedule shall not be deemed valid unless all of the following conditions have been met: (A) A draft Recognized Obligation Payment Schedule is prepared by the successor agency for the enforceable obligations of the former redevelopment agency by March 1, 2012. From February 1, 2012, to July 1, 2012, the initial draft of that schedule shall project the dates and amounts of scheduled payments for each enforceable obligation for the remainder of the time period during which the redevelopment agency would have been authorized to obligate property tax increment had such a redevelopment agency not been dissolved, and shall be reviewed and certified, as to its accuracy, by an external auditor designated pursuant to Section 34182. (B) The certified Recognized Obligation Payment Schedule is submitted to and duly approved by the oversight board. (C) A copy of the approved Recognized Obligation Payment Schedule is submitted to the county auditor -controller and both the Controller's office and the Department of Finance and be posted on the successor agency's Internet Web site. (3) The Recognized Obligation Payment Schedule shall be forward looking to the next six months. The first Recognized Obligation Payment Schedule shall be submitted to the Controller's office and the Department of Finance by April 15, 2012, for the period of May 1, 2012, to June 30, 2012, inclusive. Former redevelopment agency enforceable obligation payments due, and reasonable or necessary administrative costs due or incurred, prior to January 1, 2012, shall be made from property tax revenues received in the spring of 2011 property tax distribution, and from other revenues and balances transferred to the successor agency. SEC. 4. Section 34179 of the Health and Safety Code is amended to read: 99 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 11— AB 1585 34179. (a) Each successor agency shall have an oversight board composed of seven members. The members shall elect one of their members as the chairperson and shall report the name of the chairperson and other members to the Department of Finance on or before May 1, 2012. Members shall be selected as follows: (1) One member appointed by the county board of supervisors. (2) One member appointed by the mayor for the city that formed the redevelopment agency. (3) One member appointed by the largest special district, by property tax share, with territory in the territorial jurisdiction of the former redevelopment agency, which is of the type of special district that is eligible to receive property tax revenues pursuant to Section 34188. (4) One member appointed by the county superintendent of education to represent schools if the superintendent is elected. If the county superintendent of education is appointed, then the appointment made pursuant to this paragraph shall be made by the county board of education. (5) One member appointed by the Chancellor of the California Community Colleges to represent community college districts in the county. (6) One member of the public appointed by the county board of supervisors. (7) One member representing the employees of the former redevelopment agency appointed by the mayor or chair of the board of supervisors, as the case may be, from the recognized employee organization representing the largest number of former redevelopment agency employees employed by the successor agency at that time. In the case where city employees performed administrative duties of the former redevelopment agency, the appointment shall be made from the recognized employee organization representing those employees. In voting to approve a contract as an enforceable obligation, a member appointed pursuant to this paragraph shall not be deemed to be interested in the contract by virtue of being an employee of the successor agency or community for purposes of Section 1090 of the Government Code. (8) If the county or a joint powers agency formed the redevelopment agency, then the largest city by acreage in the territorial jurisdiction of the former redevelopment agency may 99 AB 1585 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31, 32 33 34 35 36 37 38 39 40 —12 select one member. If there are no cities with territory in a project area of the redevelopment agency, the county superintendent of education may appoint an additional member to represent the public. (9) If there are no special districts of the type that are eligible to receive property tax pursuant to Section 34188, within the territorial jurisdiction of the former redevelopment agency, then the county may appoint one member to represent the public. (10) Where a redevelopment agency was formed by an entity that is both a charter city and a county, the oversight board shall be composed of seven members selected as follows: three members appointed by the mayor of the city, where such appointment is subject to confirmation by the county board of supervisors, one member appointed by the largest special district, by property tax share, with territory in the territorial jurisdiction of the former redevelopment agency, which is the type of special district that is eligible to receive property tax revenues pursuant to Section 34188, one member appointed by the county superintendent of education to represent schools, one member appointed by the Chancellor of the California Community Colleges to represent community college districts, and one member representing employees of the former redevelopment agency appointed by the mayor of the city where such an appointment is subject to confirmation by the county board of supervisors, to represent the largest number of former redevelopment agency employees employed by the successor agency at that time. (b) The Governor may appoint individuals to fill any oversight board member position described in subdivision (a) that has not been filled by May 15, 2012, or any member position that remains vacant for more than 60 days. (c) The oversight board may direct the staff of the successor agency to perform work in furtherance of the oversight board's duties and responsibilities under this part. The successor agency shall pay for all of the costs of meetings of the oversight board and may include such costs in its administrative budget. Oversight board members shall serve without compensation or reimbursement for expenses. (d) Oversight board members shall have personal immunity from suit for their actions taken within the scope of their responsibilities as oversight board members. 99 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 13— AB 1585 (e) A majority of the total membership of the oversight board shall constitute a quorum for the transaction of business. A majority vote of the total membership of the oversight board is required for the oversight board to take action. The oversight board shall be deemed to be a local entity for purposes of the Ralph M. Brown Act, the California Public Records Act, and the Political Reform Act of 1974. (f) All notices required by law for proposed oversight board actions shall also be posted on the successor agency's Internet Web site or the oversight board's Internet Web site. (g) Each member of an oversight board shall serve at the pleasure of the entity that appointed such member. (h) The Department of Finance may review an oversight board action taken pursuant to the aet addittg this part. As such, all oversight board actions shall not be effective for three business days, pending a request for review by the department. Each oversight board shall designate an official to whom the department may make such requests and who shall provide the department with the telephone number and e-mail contact information for the purpose of communicating with the department pursuant to this subdivision. In the event that the department requests a review of a given oversight board action, it shall have 10 days from the date of its request to approve the oversight board action or return it to the oversight board for reconsideration and such oversight board action shall not be effective until approved by the department. In the event that the department returns the oversight board action to the oversight board for reconsideration, the oversight board shall resubmit the modified action for department approval and the modified oversight board action shall not become effective until approved by the department. (i) Oversight boards shall have fiduciary responsibilities to holders of enforceable obligations and the taxing entities that benefit from distributions of property tax and other revenues pursuant to Section 34188. Further, the provisions of Division 4 (commencing with Section 1000) of the Government Code shall apply to oversight boards. Notwithstanding Section 1099 of the Government Code, or any other law, any individual may simultaneously be appointed to up to five oversight boards and may hold an office in a city, county, city and county, special district, school district, or community college district. 99 AB 1585 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 14 0) Commencing on and after July 1, 2016, in each county where more than one oversight board was created by operation of the act adding this part, there shall be only one oversight board appointed as follows: (1) One member may be appointed by the county board of supervisors. (2) One member may be appointed by the city selection committee established pursuant to Section 50270 of the Government Code. In a city and county, the mayor may appoint one member. (3) One member may be appointed by the independent special district selection committee established pursuant to Section 56332 of the Government Code, Tor the types of special districts that are eligible to receive property tax revenues pursuant to Section 34188. (4) One member may be appointed by the county superintendent of education to represent schools if the superintendent is elected. If the county superintendent of education is appointed, then the appointment made pursuant to this paragraph shall be made by the county board of education. (5) One member may be appointed by the Chancellor of the California Community Colleges to represent community college districts in the county. (6) One member of the public may be appointed by the county board of supervisors. (7) One member may be appointed by the recognized employee organization representing the largest number of successor agency employees in the county. (k) The Governor may appoint individuals to fill any oversight board member position described in subdivision 0) that has not been filled by July 15, 2016, or any member position that remains vacant for more than 60 days. (0 Commencing on and after July 1, 2016, in each county where only one oversight board was created by operation of the act adding this part, then there will be no change to the composition of that oversight board as a result of the operation of subdivision (b). (m) Any oversight board for a given successor agency shall cease to exist when all of the indebtedness of the dissolved redevelopment agency has been repaid. SEC. 5. Section 34180 of the Health and Safety Code is amended to read: 99 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 -15— AB 1585 34180. All of the following successor agency actions shall first be approved by the oversight board: (a) The establishment of new repayment terms for outstanding loans where the terms have not been specified prior to the date of this part. (b) Refunding of outstanding bonds or other debt of the former redevelopment agency by successor agencies in order to provide for savings or to finance debt service spikes; provided, however, that no additional debt is created and debt service is not accelerated. (c) Entering into a financing arrangement, including, the issuance of bonds, to fund required payments under an enforceable obligation that exceed the amount ofproperty tax revenue available to the agency during the payment period. This subdivision shall not be deemed to authorize a successor agency to create an additional enforceable obligation, as defined by this part, other than for necessary financing costs. (d) Setting aside of amounts in reserves as required by indentures, trust indentures, or similar documents governing the issuance of outstanding redevelopment agency bonds. (e) Merging of project areas. (fi Continuing the acceptance of federal or state grants, or other forms of financial assistance from either public or private sources, where assistance is conditioned upon the provision of matching funds, by the successor entity as successor to the former redevelopment agency, in an amount greater than 5 percent. (g) (1) If a city, county, or city and county wishes to retain any properties or other assets for future redevelopment activities, funded from its own funds and under its own auspices, it must reach a compensation agreement with the other taxing entities to provide payments to them in proportion to their shares of the base property tax, as determined pursuant to Section 34188, for the value of the property retained. (2) If no other agreement is reached on valuation of the retained assets, the value will be the fair market value as of the 2011 property tax lien date as determined by the county assessor. 99 AB 1585 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 —16— (h) Establishment of the Recognized Obligation Payment Schedule. (i) A request by the successor agency to enter into an agreement with the city, county, or city and county that formed the redevelopment agency that it is succeeding. 6) A request by a successor agency or taxing entity to pledge, or to enter into an agreement for the pledge of, property tax revenues pursuant to subdivision (b) of Section 34178. (k) The establishment of a loan between a city, county, or city and county and a redevelopment agency as an enforceable obligation pursuant to subparagraph (C) of paragraph (2) of subdivision (d) of Section 34171, provided that the oversight board makes a finding that the loan was for legitimate redevelopment purposes, had economic substance, and was based on reasonable repayment terms. (l) The approval of temporary increases in the administrative cost allowance to carry out the requirements of an enforceable obligation, to cover litigation costs, or to maintain and preserve the value of assets while in the possession of the successor agency. SEC. 6. Section 34181 of the Health and Safety Code is amended to read: 34181. The oversight board shall direct the successor agency to do all of the following: (a) Compile a complete inventory of existing real property assets of the former redevelopment agency, by project area. The inventory shall include general categories of real property assets, the purpose for which they were originally acquired, the original purchase price of each asset and the estimated current market value. Prior to the disposal of any nonfinancial real property asset, the oversight board shall receive and review the inventory compiled by the successor agency, and adopt a policy or strategy for the disposal or transfer ofsuch assets consistent with the requirements of subdivision (b). (a) (b) Dispose of all assets and properties of the former redevelopment agency that were funded by tax increment revenues of the dissolved redevelopment agency; provided, however, that the oversight board may instead direct the successor agency to 99 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 -17— AB 1585 transfer ownership of those assets that were constructed and used for a governmental purpose, such as roads, school buildings, parks, and fire stations, or are integral to the operation of a governmental purpose asset, such as a parkingfacility, to the appropriate public jurisdiction pursuant to any existing agreements relating to the construction or use of such an asset. Any compensation to be provided to the successor agency for the transfer of the asset shall be governed by-tke agreements, if any, relating to the construction or use of that asset. Disposal shall be done expeditiously and in -a j at maximizing value in an expeditious but orderly manner that preserves the value of the asset. (b) (c) Cease performance in connection with and terminate all existing agreements that do not qualify as enforceable obligations. fe (d) Transfer housing responsibilities and all rights, powers, duties, and obligations along with obligations, including any amounts on deposit in the Low and Moderate Income Housing Fund to the appropriate entity pursuant to Section 34176. f4) (e) Terminate any agreement, between the dissolved redevelopment agency and any public entity located in the same county, obligating the redevelopment agency to provide funding for any debt service obligations of the public entity or for the construction, or operation of facilities owned or operated by such public entity, in any instance where the oversight board has found that early termination would be in the best interests of the taxing entities. f0 (f) Determine whether any contracts, agreements, or other arrangements between the dissolved redevelopment agency and any private parties should be terminated or renegotiated to reduce liabilities and increase net revenues to the taxing entities, and present proposed termination or amendment agreements to the oversight board for its approval. The board may approve any amendments to or early termination of such agreements where it finds that amendments or early termination would be in the best interests of the taxing entities. SEC. 7. Section 34183 of the Health and Safety Code is amended to read: 99 AB 1585 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 18 34183. (a) Notwithstanding any other law, from February 1, 2012, to July 1, 2012, and for each fiscal year thereafter, the county auditor -controller shall, after deducting administrative costs allowed under Section 34182 and Section 95.3 of the Revenue and Taxation Code, allocate moneys in each Redevelopment Property Tax Trust Fund as follows: (I) Subject to any prior deductions required by subdivision (b), first, the county auditor -controller shall remit from the Redevelopment Property Tax Trust Fund to each local agency and school entity an amount of property tax revenues in an amount equal to that which would have been received under Section 33401, 33492.140, 33607, 33607.5, 33607.7, or 33676, as those sections read on January 1, 2011, or pursuant to any passthrough agreement between a redevelopment agency and a taxing jurisdiction that was entered into prior to January 1, 1994, that would be in force during that fiscal year, had the redevelopment agency existed at that time. The amount of the payments made pursuant to this paragraph shall be calculated solely on the basis of passthrough payment obligations, existing prior to the effective date of this part and continuing as obligations of successor entities, shall occur no later than May 16, 2012, and no later than June 1, 2012, and each January 16 and June 1 thereafter. Notwithstanding subdivision (e) of Section 33670, that portion of the taxes in excess of the amount identified in subdivision (a) of Section 33670, which are attributable to a tax rate levied by a taxing agency for the purpose of producing revenues in an amount sufficient to make annual repayments of the principal of, and the interest on, any bonded indebtedness for the acquisition or improvement of real property shall be allocated to, and when collected shall be paid into, the fund of that taxing agency. (2) (A) Second, on May 16, 2012, and June 1, 2012, and each January 16 and June 1 thereafter, to each successor agency for payments listed in its Recognized Obligation Payment Schedule for the fiscal period beginning May 1, 2012, or the six-month fiscal period beginning July 1, 2012, and each January 16 and June 1 thereafter, in the following order of priority: () (i) Debt service payments scheduled to be made for tax allocation bonds. 99 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 19— AB 1585 (ii) Payments scheduled to be made on revenue bonds, but only to the extent the revenues pledged for them are insufficient to make the payments and only where the agency's tax increment revenues were also pledged for the repayment of the bonds. (iii) Payments scheduled for other debts and obligations listed in the Recognized Obligation Payment Schedule that are required to be paid from former tax increment revenue. (B) For purposes of allocations made pursuant to this paragraph, the auditor -controller shall reserve additional funds in the Redevelopment Property Tax Trust Fund at the time of the January 16 allocation, if necessary, to cover payments made in the second half of the calendar year that are in excess of the amounts anticipated to be deposited in the Redevelopment Property Tax Trust Fund from the allocation that is received in May or June. (3) Third, on May 16, 2012, and June 1, 2012, and each January 16 and June 1 thereafter, to each successor agency for the administrative cost allowance, as defined in Section 34171, for administrative costs set forth in an approved administrative budget for those payments required to be paid from former tax increment revenues. (4) Fourth, on May 16, 2012, and June 1, 2012, and each January 16 and June 1 thereafter, any moneys remaining in the Redevelopment Property Tax Trust Fund after the payments and transfers authorized by paragraphs (1) to (3), inclusive, shall be distributed to local agencies and school entities in accordance with Section 34188. (b) If the successor agency reports, no later than April 1, 2012, and May 1, 2012, and each December 1 and May 1 thereafter, to the county auditor -controller that the total amount available to the successor agency from the Redevelopment Property Tax Trust Fund allocation to that successor agency's Redevelopment Obligation Retirement Fund, from other funds transferred from each redevelopment agency, and from funds that have or will become available through asset sales and all redevelopment operations, are insufficient to fund the payments required by paragraphs (1) to (3), inclusive, of subdivision (a) in the next six-month fiscal period, the county auditor -controller shall notify the Controller and the Department of Finance no later than 10 days 99 AB 1585 —20 1 from the date of that notification. The county auditor -controller 2 shall verify whether the successor agency will have sufficient funds 3 from which to service debts according to the Recognized 4 Obligation Payment Schedule and shall report the findings to the 5 Controller. If the Controller concurs that there are insufficient 6 funds to pay required debt service, the amount of the deficiency 7 shall be deducted first from the amount remaining to be distributed 8 to taxing entities pursuant to paragraph (4), and if that amount is 9 exhausted, from amounts available for distribution for 10 administrative costs in paragraph (3). If an agency, pursuant to the 11 provisions of Section 33492.15, 33492.72, 33607.5, 33671.5, 12 33681.15, or 33688, made passthrough payment obligations 13 subordinate to debt service payments required for enforceable 14 obligations, funds for servicing bond debt may be deducted from 15 the amounts for passthrough payments under paragraph (1), as 16 provided in those sections, but only to the extent that the amounts 17 remaining to be distributed to taxing entities pursuant to paragraph 18 (4) and the amounts available for distribution for administrative 19 costs in paragraph (3) have all been exhausted. 20 (c) The county treasurer may loan any funds from the county 21 treasury that are necessary to ensure prompt payments of 22 redevelopment agency debts. 23 (d) The Controller may recover the costs of audit and oversight 24 required under this, part from the Redevelopment Property Tax 25 Trust Fund by presenting an invoice therefor to the county 26 auditor -controller who shall set aside sufficient funds for and 27 disburse the claimed amounts prior to making the next distributions 28 to the taxing jurisdictions pursuant to Section 34188. Subject to 29 the approval of the Director of Finance, the budget of the Controller 30 may be augmented to reflect the reimbursement, pursuant to 31 Section 28.00 of the Budget Act. 32 SEC. 8. This act is an urgency statute necessary for the 33 immediate preservation of the public peace, health, or safety within 34 the meaning of Article IV of the Constitution and shall go into 35 immediate effect. The facts constituting the necessity are: 36 In order to effectuate the orderly implementation of 37 responsibilities associated with dissolved redevelopment agencies, 38 it is necessary that this act take immediate effect. X 99