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2021/04/01 Mobile Home Park Rent Appeals Board Agenda Packet City of Rohnert Park Mobile Home Parks Rent Appeals Board A G E N D A Thursday, April 1, 2021 -- 6:00 P.M. * COVID-19 NOTICE * Consistent with Executive Orders No. N-25-20 and No. N-29-20 from the Executive Department of the State of California and the Sonoma County Health Official’s March 17, 2020 and March 31, 2020 Shelter in Place Orders, the Mobile Home Parks Rent Appeals Board Meeting will not be physically open to the public and Board Members will be teleconferencing into the meeting via Zoom Video Communications software. How to observe the Meeting: To maximize public safety while still maintaining transparency and public access, members of the public can observe the meeting by visiting meeting central on our website https://www.rpcity.org/city_hall/city_council/meeting_central How to submit Public Comment: Members of the public may provide public comment by sending comments to the Recording Secretary by email at rab@rpcity.org. Comments are requested by 3:00 p.m. on the day of the meeting, but can be emailed until the close of the Agenda Item for which the comment is submitted. Email comments must identify the Agenda Item Number in the subject line of the email and should be a maximum of 350 words, which corresponds to approximately 3 minutes of speaking time. The comments will be read for the record, with a maximum allowance of 30 minutes of total public comments, subject to the Chair’s discretion. If a comment is received after the agenda item is heard but before the close of the meeting, the comment will still be included as a part of the record of the meeting but will not be read for the record or considered in connection with the agenda item. 1. CALL TO ORDER 2. PLEDGE OF ALLEGIANCE 3. ROLL CALL (Finnigan___ Kirby___ Bolanos-Chavira___ Taylor___ Davis___) 4. ACKNOWLEDGEMENT OF POSTING OF AGENDA. Agenda posted in a minimum of three public places: Community Center, Public Safety Building & City Hall. 5. PUBLIC COMMENT (Items not on Agenda). Persons who wish to speak to the Board regarding an item that is not on the agenda may do so at this time. 6. CONSENT CALENDAR – APPROVAL OF MINUTES 6.1 Approval of the Draft Minutes of the Mobile Home Parks Rent Appeals Board meeting of October 1, 2020. 7. AGENDA ITEMS 7.1 Study Session on Fiscal Year 2021-22 Budget 8. ITEMS FROM THE BOARD 9. ITEMS FROM THE STAFF 10. SECOND PUBLIC COMMENT PERIOD (Items not on Agenda) 11. NEXT REGULARLY SCHEDULED MEETING 12. ADJOURNMENT City of Rohnert Park Mobile Home Parks Rent Appeals Board Minutes Thursday, October 1, 2020 -- 6:00 P.M. 130 Avram Avenue, Rohnert Park 1. CALL TO ORDER Chair Engelhart called the meeting to order at 6:00 PM. 2. PLEDGE OF ALLEGIANCE Chair Engelhart led the Board, staff, and meeting attendees in the pledge of allegiance. 3. ROLL CALL Chair Engelhart requested that staff person Garcia take roll call. Engelhart, Finnigan, Kirby, Reymond, and Waterman present. Staff attending via Zoom: Jeff Beiswenger, Planning Manager, Jenna Garcia, Housing Administrator, Manuel Orozco, Supervising Accountant, Yosselyn Ortega de Valencia, Accountant, Katie Edgar, Accountant, and Jennifer Sedna, Recording Secretary. Council Chambers: Mike Son, IT Specialist. 4. ACKNOWLEDGEMENT OF POSTING OF AGENDA Chair Engelhart asked if the Agenda had been posted in a minimum of three public places. Staff person Garcia confirmed. 5. PUBLIC COMMENT (Items not on Agenda) None. 6. CONSENT CALENDAR 6.1 Approval of the Draft Minutes of the Mobile Home Parks Rent Appeals Board meeting of November 7, 2019. ACTION: Waterman requested that under Section 7.1, paragraph 2 to correct the word “potions” to “positions.” Moved/seconded (Reymond/Kirby) to approve the Minutes of November 7, 2019. Motion carried by the following unanimous 5-0-0 vote: AYES: Engelhart, Finnigan, Kirby, Reymond, and Waterman; NOES: None; ABSTAIN: None; ABSENT: None. 6.2 Approval of the Draft Minutes of the Mobile Home Parks Rent Appeals Board meeting of December 5, 2019. ACTION: Engelhart requested his name be spelled correctly. Moved/seconded (Reymond/Kirby) to approve the Minutes of November 7, 2019. Motion carried by the following unanimous 5-0-0 vote: AYES: Engelhart, Finnigan, Kirby, Reymond, and Waterman; NOES: None; ABSTAIN: None; ABSENT: None. 6.3 Approval of the Draft Minutes of the Mobile Home Parks Rent Appeals Board meeting of September 3, 2020. ACTION: Moved/seconded (Reymond/Waterman) to approve the Minutes of September 3, 2020. Motion carried by the following unanimous 5-0-0 vote: AYES: Engelhart, Finnigan, Kirby, Reymond, and Waterman; NOES: None; ABSTAIN: None; ABSENT: None. 7. AGENDA ITEMS 7.1 Determine the Annual General Adjustment to the Maximum Allowable Space Rent Chair Engelhart introduced the item. Staff person Garcia presented the item. Garcia stated that every October the annual general adjustment (AGA) is brought forward for approval. The Board establishes the adjustment based on the CPI from August of 2020. This year the AGA allows for an increase space rent by 0.9% in the coming year. Staff recommends approving the resolution. No public comments. ACTION: Moved/seconded (Reymond/Finnigan) to approve Resolution 2020-01 determining the Annual General Adjustment of the Maximum Allowable Space Rent effective on or after February 1, 2021. Motion carried by the following unanimous 5-0-0 vote: AYES: Engelhart, Finnigan, Kirby, Reymond, and Waterman; NOES: None; ABSTAIN: None; ABSENT: None. 7.2 Consider Adopting a Resolution to Change Accounting Period from Calendar Year to Fiscal Year and To Calculate the Annual Registration Fees Based on the Previous Fiscal Year’s Actual Expenses Chair Engelhart ruled Resolution 2020-02 out of order. City Attorney Bazzano stated that Engelhart’s point of order is not appropriate. Bazzano stated the Board may call a point of order when needing to interrupt someone who is making a parliamentary procedure that’s inappropriate. Bazzano continued stating that Item 7.2 has been agendized based on the recommended vote, has been properly agendized according to the Brown Act, and is before the Board for consideration. An appropriate motion would be to continue the item, to chair the item, or to table the item, and that the Chair does not have the authority to unilaterally do this. Chair Engelhart made the motion to table the item. Nobody seconded. Finnigan requested to hear the staff report and continue the discussion. By majority, the Board requested to proceed with the staff report. Garcia presented the item, with Orozco and Edgar. Garcia covered the history of the item, including that the Board approves the AGA and registration fees in October of every year, and the Board passes their budget in October based on a calendar year, and that all City funds run on a fiscal year including special funds. Garcia stated that the study session presented two options at the prior meeting and the Board stated their desire for Option 1. Orozco covered the challenges with operating on a calendar year budget cycle, including that the software only tracks for the fiscal year, the City is audited on a fiscal year, staff must extract date and enter it manually, and that there is potential for timing issues. Kirby asked if this is what happened when staff came to the Board requesting $60,000. Orozco confirmed that yes, the timing issues accumulated over time resulting in predictions of expenses with not enough money to cover the actual expenses. Kirby asked if switching to a fiscal year would eliminate any problems like this, and Orozco confirmed it would eliminate any issues like this. Waterman stated that this is when they were accused of passing a deficit budget. The proposed changed in Option 1 is to move to a fiscal year. The budget session would move to April and the registration fees would continue to be set in October, based on prior costs instead of predicted costs. This also makes it easier to do cost recovery instead of projections, which requires no amendments to the rules or ordinance. Waterman asked about the budget session in April, to confirm if the Board is making a decision based on past budget, for example in April of 2021, the Board would be looking at numbers from July 2019 to June 2020. Garcia clarified that they are currently presenting the registration fees to be set in October. Registration fees would be set based on actual expended costs of the prior year. Waterman continued that the Board would be looking at the budget from the past year to determine registration fees. Orozco stated that the actuals would be looking at to determine the fees, and that cost recovery would determine the registration fees rather than predictive future costs. Orozco stated that the fund balances are able to cover actual cost recovery, allowing for fees to be set based on what was actually expended. Waterman asked if staff would present in October in 2021 the actual numbers from July 1, 2020 to June of 2021 and Orozco confirmed. Kirby asked of actual expenditures and Orozco confirmed. Edgar continued with the budget timeline, comparing the current versus proposed budget. The major changes are that the new budget would move from January to July, the budget study sessions would move from September to April, and that everything else remains the same, including the registration fees. Edgar stated that if the Board approves the Resolution today for a 6-month budget, then in April, the Board would need to pass a 12-month budget. Annual general adjustments and registration fees would continue to be approved in October. Engelhart requested a motion to adopt the resolution. The Board discussed the various options and deliberated. No public comment. ACTION: Moved/seconded (Reymond/Finnigan) to adopt Resolution 2020-02 to change the accounting period of the Rent Appeals Board from a calendar year budget that runs January 1 - December 31 to a fiscal year budget that runs July 1 - June 30 and to calculate annual registration fees based on the previous fiscal year’s actual expenses. Motion carried by the following unanimous 4-1-0 vote: AYES: Finnigan, Kirby, Reymond and Waterman; NOES: Engelhart; ABSTAIN: None; ABSENT: None. 7.3 Consider Adoption of 2021 Budget and Accounts Receivable Write-off of Outstanding Balance of 2014 Rancho Verde Mobile Home Park Petition Chair Engelhart introduced the item. Engelhart stated that he is ruling the two resolutions out of order. Bazzano stated there is no rule of procedure that allows the Chair to make an order on items that are properly agendized. Engelhart stated he wanted to be on the record as ruling the resolutions out of order. Garcia and Edgar presented the report. In its September meeting, the Board directed the staff to bring resolutions to change accounting system to a fiscal year, which was just approved by the Board, and to adopt a 6-month budget to transition to a fiscal year. Garcia stated the option to bring back a 6-month budget and to have a $100,000 reserve fund was requested by the Board at the last month, so the staff recommends adopting resolution 2020-03 approving a 6-month budget, and waiving the registration fees for 2021. Engelhart requested a motion to approve the resolution, and Bazzano requested that public comments be opened first. No public comment. The Board discussed the various options and deliberated. Board Commissioners expressed concern about the wording of the resolution and agreed to amend it to clarify that, while no fees will be due in February 2021, fees are not being waived. Reymond amended his motion per the Board’s discussion. Kirby amended her second motion. ACTION: Moved/seconded (Reymond/Kirby) to adopt Resolution 2020-03 adopting a budget and establishing registration fees for mobile home spaces for 2021. Motion carried by the following unanimous 4-1-0 vote: AYES: Finnigan, Kirby, Reymond, and Waterman; NOES: Engelhart; ABSTAIN: None; ABSENT: None. Bazzano stated a Boardmember needed to recuse herself before discussion and voting on the Accounts Receivable Write-off of Outstanding Balance of 2014 Rancho Verde Mobile Home Park Petition. Kirby recused herself due to a conflict of interest because she lives in Rancho Verde Mobile Home Park. Kirby left the meeting (turning off video and audio). Staff clarified that this item is to write off an outstanding balance owed by Rancho Verde Mobile Home Park from a landlord petition submitted in 2014. Staff stated that they have investigated and determined that the Board is unlikely to ever collect these outstanding funds, however, the Board has since amended its rules and regulations to reduce the likelihood of this happening again. Engelhart asked for a motion to adopt. Reymond made a motion to approve the resolution. Finnigan seconded the motion. No public comments. ACTION: Moved/seconded (Reymond/Finnigan) to adopt Resolution 2020-04 approving the write-off of $89,033.99 in unpaid processing expenses relating to Capital Improvement Pass-Through 2014-01 submitted by RVP Rohnert Park LP. Motion carried by the following unanimous 4-1-0 vote: AYES: Finnigan, Kirby, Reymond, and Waterman; NOES: Engelhart; ABSTAIN: None; ABSENT: None. 8. ELECTION OF OFFICERS Chair Engelhart introduced the item, stating that the last meeting reflected the decision of the Board to have a rotating process and that Finnigan and Kirby were selected as the Chair and Vice Chair respectively. Bazzano stated the election of officers needs to be done by motion. Garcia presented the item. Garcia noted that Engelhart and Finnigan have been serving as Chair and Vice Chair since February 2018, so the election of officers is overdue. Staff recommened that the election of officers be effective immediately and cover the entire year of 2021. ACTION: Moved/seconded (Waterman/Reymond) that Finnigan become Chair and Kirby become Vice Chair through the end of calendar year 2021. Motion carried by the following unanimous 5-0-0 vote: AYES: Engelhart, Finnigan, Kirby, Reymond, and Waterman; NOES: None; ABSTAIN: None; ABSENT: None. Finnigan took the position as Chair and led the meeting. 9. ITEMS FROM THE BOARD Engelhart stated he sent a memo to Staff and the Board regarding the Board’s budgeting process. Engelhart requested to present the memo now, but Bazzano stated that because it has not been agendized, it cannot be discussed at this meeting. Engelhart made the motion that his memo be agendized, Reymond seconded. Garcia clarified that Engelhart requested to have his memo be agendized and presented by himself at a subsequent meeting. ACTION: Moved/seconded (Engelhart/Reymond) to agendize the presentation of Engelhart’s study session at a subsequent meeting. Motion carried by the following unanimous 5-0-0 vote: AYES: Engelhart, Finnigan, Kirby, Reymond, and Waterman; NOES: None; ABSTAIN: None; ABSENT: None. 10. ITEMS FROM THE STAFF Staff person Garcia stated Waterman’s, Engelhart’s and Raymond’s terms expire at the end of this year. The City has district elections so there will be at least one new member on the board – for District One. Engelhart requested Garcia to send out form to reapply. 11. SECOND PUBLIC COMMENT PERIOD (Items not on Agenda). None. 12. NEXT REGULARLY SCHEDULED MEETING November 5, 2020. 13. ADJOURNMENT Meeting was adjourned at 8:42 PM. 1 DATE: April 1, 2021 TO: Rent Appeals Board FROM: Jenna Garcia, Housing Administrator, Manuel Orozco, Accounting Supervisor & Yosselyn Valencia, Accountant SUBJECT: Item 7.1: Study Session on Fiscal Year 2021-22 Budget RECOMMENDED ACTION: Conduct a study session on the Fiscal Year 2021-22 Budget and provide direction to staff. BACKGROUND: The Rohnert Park Mobile Home Ordinance (“Ordinance”) was adopted pursuant to a vote of the people at a special election held on December 8, 1987. The Ordinance was established to prevent unreasonable rent increases while still assuring mobile home park owners a reasonable rate of return on their investment. The Ordinance established a rent appeals board (“Board”) consisting of five (5) appointed commissioners who serve four-year terms. The Board is empowered to set the rent ceiling for controlled rental spaces, issue orders, rules and regulations, conduct hearings, and charge fees (“Registration Fees”) to finance its reasonable and necessary expenses. In past years, the Board adopted its budget annually in October and the budget cycle ran from January 1 through December 31 of each year. The Board also set its registration fees based on the projected expenses for the coming year. At its October 1, 2020 meeting, however, the Board approved a resolution to change the Board’s budget cycle from calendar year to fiscal year and to calculate the annual registration fees based on the previous fiscal year’s actual expenses, instead of the coming year’s projected expenses. The registration fees will still be adopted in October, but the budget study session will be held in April and the budget approved at the Board’s May meeting. Table 1 below shows what the old process was, compared to the new process. Table 1: Budget Timeline Month Old Process New Process January New budget year starts February Registration fees due Registration fees due April Fiscal year budget study session May Approve fiscal year budget July New budget year starts September Study session for budget October Approve calendar year Budget Set the annual general adjustment Set the annual general adjustment Set registration fees based on projected expenses for coming year Set registration fees based on previous year’s actual expenses CITY OF ROHNERT PARK Mobile Home Rent Appeals Board 2 This change from a calendar year budget cycle to a fiscal year budget cycle required the Board to adopt a six-month transition budget covering the period of January 1 through June 30, 2021. The Board adopted a six-month budget at its October 1, 2020 meeting and is currently operating on this budget, which is included as Attachment 1. At this time, the Board is being asked to consider a twelve-month fiscal year budget which will be in effect from July 1, 2021 through June 30, 2022. This is a study session, meaning that it is an opportunity for the Board to review staff’s proposed budget and make recommendations. Staff will implement any requested changes and return to the May 2021 meeting with a budget for the Board to adopt. DISCUSSION: Due largely to the impacts of COVID-19, expenses in Calendar Year 2020 and the first three months of 2021 have been rather low. The Board held two meetings in 2020 and has held one thus far in 2021. There have been no petitions filed since 2016. Since staff have been primarily working remotely, we have not made progress on the Rent Appeals Board records retention project. We expect that we will make progress on the records retention project in the coming fiscal year and will see expenditures return to normal spending levels. Included as Attachment 2 is the expense report and the income statement for January 1 through February 28, 2021; Attachment 3 is the expense report and the income statement for January 1 through December 31, 2020. Fiscal Year 2021-22 Budget Going into the current calendar year, the Board had $181,202 in its bank account. (This balance reflects the write-off of the $89,034 outstanding balance from the 2014 Rancho Verde petition.) Of the $181,202, $100,000 has been set aside as reserves and $39,831 has been allocated to cover the six-month budget period of January 1 – June 30, 2021, leaving $41,371 remaining in the fund balance. Reserves are funds set aside by the Board for specific purposes including the cost of tenant petitions that arise and unanticipated operational expenses. Funds in reserves may not be accessed without prior Board approval. Funds currently in fund balance will be utilized for the upcoming Fiscal Year 2021/22 operational budget, which starts July 1, 2021. The Board will collect its registration fees in February 2022, which will be added to fund balance. Table 2 below shows the current fund structure and the amount of funds available in each fund type. 3 Table 2: Current Fund Structure Fund Type Definition Amount Reserves Money set aside for specific purposes, would cover tenant petitions and unanticipated operational expenses $100,000 Operational Funds Covers normal operational budgeted expenses $39,831 Fund Balance Funds remaining in the fund after operations and reserves are covered $41,371 Attachment 4 is the proposed budget worksheet for Fiscal Year 2021-22. The budget includes expected revenue and expenses for the upcoming fiscal year. Table 3 below shows the amount proposed for each category in the budget and a brief description of the cost. First, we want to share a couple important notes on the proposed budget: • Landlord Petitions: We included a $60,000 expense line item for landlord petitions, which is offset by a $60,000 revenue line item. Landlords are responsible for paying for their own petitions, however, the expenses and revenues received still need to be tracked on the Board’s budget. At this time, we are not anticipating any landlord petitions, however, we want to be prepared in the event one is submitted. • Tenant Petitions: We also included a $10,000 expense line item for tenant petitions. Tenants pay $50 per petition and the Board is responsible for covering the rest of the cost. While we are not anticipating any tenant petitions at this time, we want to be prepared in the event one is filed. • Special Projects: The Board has about 20 boxes of files that need to be sorted, organized and scanned into the City’s electronic filing system. We had hoped to start on this project last year, but were not able to due to COVID-19. We plan to start on this in the coming fiscal year and anticipate that it will be spread over two years. • Cost Allocation Plan: In addition to postage, shipping, and advertising, operational expenses include the Board’s cost allocation plan. The cost allocation plan is a flat amount in the Board’s budget that covers: o The cost of using the Council Chambers facilities for meetings (or the City’s Zoom account for virtual meetings); o IT staff time to set up, livestream and record Board meetings; o Finance staff time to process invoices, input data into the finance software system, and prepare staff reports, budgets and expense reports; o Finance and auditor time involved with the annual auditing of the Board’s budget; and o Any staff time from the City Clerk’s office (usually related to file identification and management.) 4 Table 2: Proposed Budget by Category Category Amount Description Total Expected Revenue $101,731 Includes $60,000 budgeted in the event of a landlord petition. This revenue is offset to the expenditure below. Landlord Petitions $60,000 Budgeted in the event of landlord petition, which are paid for by landlord. Offset in revenue section below. Tenant Petitions $10,000 Budgeted in the event of tenant petition. Tenants pay $50 per petition, remaining costs are paid for the Rent Appeals Board. Costs associated include duplication, postage, legal support and hearings. Total Staff $41,500 Includes costs of development services staff and the City Attorney in supporting the regular operations of the Board. Total Project $20,000 Funds budgeted for Records Retention Project, which will allow the Board to sort, purge and scan the Board’s physical files to be converted into an electronic format. This is expected to be a two-year project. Total Operational $1,620 Includes office supplies, postage and shipping, advertising and the cost allocation plan (see note below.) Total Expenses $133,120 Total expenses; includes the $60,000 in the event of a landlord petition. This expense is offset by the revenue above. Expenses without Landlord Petition $73,120 Total Revenue $101,731 Total expected revenue; includes the $60,000 in the event of a landlord petition. Revenue without Landlord Petition $41,731 NEXT STEPS: Staff will make any edits to the budget as requested by the Board and will return to the May meeting with a budget resolution for the Board to approve. Although the City Council does not make decisions on the Board’s budget, staff will include the proposed budget in our budget presentations to the City Council later this month so they are aware of it. FINANCIAL IMPACT: Since this is a study session and no financial decisions will be at this meeting, there is no direct fiscal impact at this time. 5 Planning Manager Approval Date: 03/25/2021 Attachments (list in packet assembly order): 1. Adopted Six-Month Budget – January-June 2021 2. Rent Appeals Board Expense Report & Income Statement – January-February 2021 3. Rent Appeals Board Expense Report & Income Statement – Calendar Year 2020 4. Proposed FY 2020-21 Budget Worksheet ATTACHMENT 1 MOBILE HOME SPACES -- RENT APPEALS BOARD -- EXPENSE REPORT Prepared by: Supervising Accountant Manuel Orozco January 1, 2021 - June 30, 2021 Rohnert Park Finance Dept. Cash Basis Year To Date Budget to Actual Detail The source of these amounts is Springbrook fund # 190 Approved OPERATING ACTIVITIES: Revenues: 3621 Registration Fees - - - - - - - - - - - - - - General Fund Loan Proceeds (Write-Off) - (89,034) - - - - - - - - - - - (89,034) Interest Income - Quarterly - - - 456 - - - - - - - - - 456 Total Operating Revenues - (89,034) - 456 - - - - - - - - - (88,578) 88,578 0.0% Staffing Costs: 6108 City Services-Direct staff time 13,250 320 2,652 - - - - - - - - - - 2,972 6425 Cost Allocation Plan -Indirect Exp 643 - - - - - - - - - - - - - 4950 Wkrs Comp Allocation*- - - - - - - - - - - - - - 6423 Liability Premium Allocation*- - - - - - - - - - - - - - Total Staffing Costs 13,893 320 2,652 - - - - - - - - - - 2,972 10,921 21.4% Other Expenses: 5100 Duplication & Supplies 75 - - 41 - - - - - - - - - 41 5130 Postage 63 - - - - - - - - - - - - - 5240 Publications 50 - - - - - - - - - - - - - Total Other Expense 188 - - 41 - - - - - - - - - 41 147 22.0% Miscellaneous Expenses: 6110 City Attorney 4,250 - - - - - - - - - - - - - 5100 Office Supplies - - - - - - - - - - - - - 6600 Travel and Meetings - - - - - - - - - - - - Add to Reserves - - - - - - - - - - - - - - Repayment of General Fund Loan - - - - - - - - - - - - - - Total Miscellaneous Expenses 4,250 - - - - - - - - - - - - - 4,250 0.0% Rules & Regulations Update Project : 6109 Development Services Staffing Costs 2,000 - - - - - - - - - - - - - 6109 City Attorney Costs 1,000 - - - - - - - - - - - - - 6109 Records Retention Project 7,500 - - - - - - - - - - - - Total Rules & Regulations Proj. Expense 10,500 - - - - - - - - - - - - - 3,000 0.0% Total Operating Expenses 28,831 320 2,652 41 - - - - - - - - - 3,013 18,318 14.1% NET OPERATING INCOME (LOSS) (28,831) (89,354) (2,652) 415 - - - - - - - - - (91,591) PETITION ACTIVITIES: Petition Revenues: 3622 Petition Revenue - - - - - - - - - - - - - - Total Petition Revenue - - - - - - - - - - - - - - - N/A Petition Expenditures: 5211 City Service Direct Staff Time - - - - - - - - - - - - - - 5211 Duplication & Supplies 375 - - - - - - - - - - - - - 5211 Postage 125 - - - - - - - - - - - - - 5211 - Other Legal-Hearings 10,500 - - - - - - - - - - - - - Total Petition Expense 11,000 - - - - - - - - - - - - - 11,000 0.0% Total Rent Appeals Board Revenue - (89,034) - 456 - - - - - - - - - (88,578) Total Rent Appeals Board Expense 39,831 320 2,652 41 - - - - - - - - - 3,013 Monthly NET INCOME (LOSS) (39,831) (89,354) (2,652) 415 - - - - - - - - - (91,591) Current Fund Balance by Month 270,236 180,882 178,230 178,645 178,645 178,645 178,645 178,645 178,645 178,645 178,645 178,645 178,645 Reserves (100,000) 78,645 Nov Dec YTD Actual YTD Remaining Budget YTD % OctCalendar Year 2021 2021 Budget Jan Feb Mar Apr May Jun Jul Aug Sep R:\RAB Reports & Spreadsheets\RAB 2021\RAB by Month P&L 2021 ATTACHMENT 2 Assets Cash in Bank $268,419.20 Due from Petitioner (89,033.99) Total Assets $179,385.21 Liabilities & Fund Balance Liabilities Accounts Payable 0.00 Petitioner Deposit 740.16 Total Liabilities 740.16 Fund Balance Unrestricted as of December 31, 2020 270,235.91 Current Year Income (Loss) (91,590.86) Total Fund Balance as of June 30, 2020 178,645.05$ Total Liabilities and Fund Balance $179,385.21 City of Rohnert Park Rent Appeals Board Balance Sheet As of March 31, 2021 For Management Purposes Only Prepared by City Finance Department ATTACHMENT 2 2021 Budget Year to Date Actual Budget to Actual Variance Income Annual Rent Control Fee Income -$ -$ -$ Interest Income - 456.43 (456.43) Petition Revenue - - - Total Income -$ 456.43$ (456.43)$ Expenses City Staff Costs 13,250.00$ 2,972.00$ 10,278.00$ Petition Expenses 11,000.00 - 11,000.00 City Attorney Expenses - RAB 4,250.00 - 4,250.00 City Overhead Costs from Cost Allocation Plan*643.00 - 643.00 Rules Update Project 10,500.00 - 10,500.00 Postage and Shipping 63.00 - 63.00 Office Supplies/Duplication 75.00 41.30 33.70 Liability Insurance - - - Meetings and Travel - - Advertising- Sonoma Media 50.00 - 50.00 Contract Services -Language People - - Add to Reserves - - Total Expenses 39,831.00$ 3,013.30$ 36,817.70$ Net Income(Loss)(39,831.00)$ (2,556.87)$ (37,274.13)$ Fund Balance, December 31, 2020 270,235.91 Write Off 12/22/2020 (89,033.99) Fund Balance, March 31, 2021 178,645.05$ *Allocated costs of shared City services from the City Manager, Finance and Human Resource Departments. Prepared by City Finance Department City of Rohnert Park Rent Appeals Board Income Statement For the Year Ended December 31, 2020 For Management Purposes Only ATTACHMENT 2 MOBILE HOME SPACES -- RENT APPEALS BOARD -- EXPENSE REPORT Prepared by: Supervising Accountant Manuel Orozco January 1, 2020 - December 31, 2020 Rohnert Park Finance Dept. Cash Basis Year To Date Budget to Actual Detail The source of these amounts is Springbrook fund # 190 Approved OPERATING ACTIVITIES: Revenues: 3621 Registration Fees 84,730 42,114 30,380 10,439 - - - - - - - - - 82,932 General Fund Loan Proceeds - - - - - - - - - - - (89,034) (89,034) Interest Income - Quarterly - - - - 2,128 - 880 - - - - - 646 3,655 Total Operating Revenues 84,730 42,114 30,380 10,439 2,128 - 880 - - - - - (88,388) (2,447) 85,347 -3.0% Staffing Costs: 6108 City Services-Direct staff time 15,000 2,150 780 - - - 1,170 - - - 11,851 4,434 528 20,913 6425 Cost Allocation Plan -Indirect Exp 2,830 - - - - - 1,415 - - - - - 643 2,058 4950 Wkrs Comp Allocation*- - - - - - - - - - - - - - 6423 Liability Premium Allocation*- - - - - - - - - - - - 4,514 4,514 Total Staffing Costs 17,830 2,150 780 - - - 2,585 - - - 11,851 4,434 5,684 27,484 (9,654) 154.1% Other Expenses: 5100 Duplication & Supplies 100 - - - - - - - - - - - - - 5130 Postage 300 - - - - - - - - - - - - - 5240 Publications 100 - - - - - - - - - - - - - Total Other Expense 500 - - - - - - - - - - - - - 500 0.0% Miscellaneous Expenses: 6110 City Attorney 15,000 - - - - - - - - - - - - - 5100 Office Supplies - - - - - - - - - - - - - 6600 Travel and Meetings 100 Add to Reserves - - - - - - - - - - - - - - Repayment of General Fund Loan - - Total Miscellaneous Expenses 15,100 - - - - - - - - - - - - - 15,000 0.0% Rules & Regulations Update Project : 6109 Development Services Staffing Costs 8,000 1,272 26 - - - 94 - - - - - - 1,391 6109 City Attorney Costs 3,000 1,893 - - - - - - - - - - - 1,893 6109 Records Retention Project 15,000 Total Rules & Regulations Proj. Expense 26,000 3,165 26 - - - 94 - - - - - - 3,284 7,716 29.9% Total Operating Expenses 59,430 5,314 806 - - - 2,679 - - - 11,851 4,434 5,684 30,768 13,562 69.4% NET OPERATING INCOME (LOSS) 25,300 36,800 29,574 10,439 2,128 - (1,799) - - - (11,851) (4,434) (94,072) (33,215) PETITION ACTIVITIES: Petition Revenues: 3622 Petition Revenue - - - - - - - - - - - - - - Total Petition Revenue - - - - - - - - - - - - - - - N/A Petition Expenditures: 5211 City Service Direct Staff Time - - - - - - - - - - - - - - 5211 Duplication & Supplies 100 - - - - - - - - - - - - - 5211 Postage 200 - - - - - - - - - - - - - 5211 - Other Legal-Hearings 25,000 - - - - - - - - - - - - - Total Petition Expense 25,300 - - - - - - - - - - - - - 25,300 0.0% Total Rent Appeals Board Revenue 84,730 42,114 30,380 10,439 2,128 - 880 - - - - - (88,388) (2,447) Total Rent Appeals Board Expense 84,730 5,314 806 - - - 2,679 - - - 11,851 4,434 5,684 30,768 Monthly NET INCOME (LOSS) - 36,800 29,574 10,439 2,128 - (1,799) - - - (11,851) (4,434) (94,072) (33,215) Current Fund Balance by Month 303,791 340,591 370,165 380,604 382,732 382,732 380,933 380,933 380,933 380,933 369,082 364,648 270,576 Nov Dec YTD Actual YTD Remaining Budget YTD % OctCalendar Year 2020 2020 Budget Jan Feb Mar Apr May Jun Jul Aug Sep R:\RAB Reports & Spreadsheets\RAB 2020\RAB by Month P&L 2020 ATTACHMENT 3 Assets Cash in Bank $271,316.37 Due from Petitioner - Total Assets $271,316.37 Liabilities & Fund Balance Liabilities Accounts Payable 0.00 Petitioner Deposit 740.16 Total Liabilities 740.16 Fund Balance Unrestricted as of December 31, 2019 303,790.94 Current Year Income (Loss) (33,214.73) Total Fund Balance as of June 30, 2020 270,576.21$ Total Liabilities and Fund Balance $271,316.37 City of Rohnert Park Rent Appeals Board Balance Sheet As of December 31, 2020 For Management Purposes Only Prepared by City Finance Department ATTACHMENT 3 2020 Budget Year to Date Actual Budget to Actual Variance Income Annual Rent Control Fee Income 84,730.00$ 82,932.48$ 1,797.52$ Interest Income - 3,654.84 (3,654.84) Petition Revenue - - - Total Income 84,730.00$ 86,587.32$ (1,857.32)$ Expenses City Staff Costs 15,000.00$ 20,912.50$ (5,912.50)$ Petition Expenses 25,300.00 - 25,300.00 City Attorney Expenses - RAB 15,000.00 4,513.60 10,486.40 City Overhead Costs from Cost Allocation Plan*2,830.00 2,057.50 772.50 Rules Update Project 26,000.00 3,284.46 22,715.54 Postage and Shipping 300.00 - 300.00 Office Supplies/Duplication 100.00 - 100.00 Liability Insurance - - - Meetings and Travel 100.00 - 100.00 Advertising- Sonoma Media 100.00 - 100.00 Contract Services -Language People - - - Add to Reserves - - Total Expenses 84,730.00$ 30,768.06$ 53,961.94$ Net Income(Loss)-$ 55,819.26$ (55,819.26)$ Fund Balance, June 30, 2019 303,790.94 Write Off 12/22/2020 (89,033.99) Fund Balance, December 31, 2020 270,576.21$ *Allocated costs of shared City services from the City Manager, Finance and Human Resource Departments. Prepared by City Finance Department City of Rohnert Park Rent Appeals Board Income Statement For the Year Ended December 31, 2020 For Management Purposes Only ATTACHMENT 3 FY 2021-22 BUDGET WORKSHEET ATTACHMENT 4 Proposed Budget Notes Expected Revenue: 3410 Interest Allocation $1,900.00 Expected interest from cash in the bank 3622 Landlord Petitions $60,000.00 Budgeted in event of landlord petition. Offset to expenditure below. 3621 Registration Fee $39,831.00 This is a projection, 2022 Registration Fee will be set in October 2021, based on actual expenditures from January 1 - June 30, 2020. Total Expected Revenue $101,731.00 Petitions: 5211 Landlord Petition Expenditures $60,000.00 Budgeted in event of landlord petition, which are paid for by landlord. Offset in revenue section below. 5224 Tenant Petition Expenditures $10,000.00 Budgeted in event of tenant petition. Tenants pay $50 per petition, remaining costs are paid for the Rent Appeals Board. Total Petitions Expenses $70,000.00 Staffing Costs: 6110 City Attorney $15,000.00 6108 Development Services $26,500.00 Total Staff Expenses $41,500.00 Special Projects: 6109 Special Projects Expenses $20,000.00 Records retention project. Total Project Expenses $20,000.00 Operational Expenses: 5100 Office Supplies $150.00 5130 Postage & Shipping $126.00 5240 Advertising $100.00 6425 Cost Allocation Plan $1,244.00 Total Operational Expenses $1,620.00 Total Budgeted Revenue $101,731.00 Revenue without Landlord Petition $41,731.00 Total Budgeted Expenses $133,120.00 Expenses without Landlord Petition $73,120.00