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2012/04/11 Successor Agency Oversight Board Agenda Packet soltStkr Pict titi r , City of Rohnert Park ► 130 Avram Avenue ► Rohnert Park, California 94928 PHONE: (707) 588-2227 • FAX: (707) 792-1876 s WEB: www.rpcity.org OVERSIGHT BOARD FOR THE SUCCESSOR AGENCY CITY OF ROHNERT PARK (Successor Agency of the Former Community Development Commission of the City of Rohnert Park) MEETING AGENDA Wednesday, April 11, 2012, 2:00 p.m. MEETING LOCATION: CITY HALL - COUNCIL CHAMBER 130 Avram Avenue, Rohnert Park, California The Oversight Board welcomes your attendance, interest and participation at its regular meetings. Oversight Board agendas and minutes may be viewed at the City of Rohnert Park website at: www.rpcity.org. PUBLIC HEARINGS The Oversight Board may discuss and/or take action on any or all of the items listed on this agenda. If you challenge decisions of the Oversight Board or the Successor Agency City of Rohnert Park in court, you may be limited to raising only those issues you or someone else raised at public hearing(s) described in this agenda, or in written correspondence delivered to the Successor Agency City of Rohnert Park, at, or prior to the public hearing(s). PUBLIC COMMENTS For public comment on items listed or not listed on the agenda, or on agenda items if unable to speak at the scheduled time (limited to three minutes per appearance and a 30 minute total time limit, or allocation of time based on number of speaker cards submitted) PLEASE FILL OUT A SPEAKER CARD PRIOR TO SPEAKING *SEE NOTE AT THE END OF THIS AGENDA Copies of all staff reports and documents subject to disclosure that relate to each item of business referred to on the agenda are available for public inspection Thursday before each regularly scheduled Board meeting at City Hall, located at 130 Avram Avenue. Any writings or documents subject to disclosure that are provided to all, or a majority of all, of the members of the Board regarding any item on this agenda after the agenda has been distributed will also be made available for inspection at City Hall during regular business hours. ANNOUNCEMENT: Please turn off all pagers, cellular telephones and all other communication devices upon entering the Rohnert Park Council Chamber. Use of these devices causes electrical interference with the sound recording and TV broadcast systems. Regular Meeting Agenda April 11, 2012 Oversight Board for the Successor Agency City of Rohnert Park Page 2 of 3 2:00 PM 1. CALL TO ORDER/ROLL CALL (Babonis_Calvert_Jenkins_Jolley_ Mackenzie_Thompson_Zane ) 2. PUBLIC COMMENTS Persons wishing to address the Board on any Consent Calendar item or on Successor Agency City of Rohnert Park business not listed on the Agenda may do so at this time. Each speaker will be allotted three minutes. Those wishing to address the Oversight Board on any report item listed on the Agenda should submit a "Speaker Card" to the Clerk of the Board before announcement of that agenda item. 3. REGULAR AGENDA A. Introductions and Administration of Oaths of Office B. Adoption of Roberts Rules of Order as the Oversight Board's Governing Rules of Order Recommended Board Action: Adopt, by motion, Robert's Rules of Order as the Oversight Board's rules of parliamentary procedure. C. Election of Oversight Board Chair and Vice-Chair Recommended Board Action: Elect one member to serve as Chair, and elect one member to serve as Vice Chair of the Oversight Board for one-year terms. D. Adoption of Conflict of Interest Code Recommended Board Action: Consider and adopt Resolution No. OSB 2012-01: Adopting a Conflict of Interest Code E. Designation of Gabriel A. Gonzalez as the City official to whom the California Department of Finance shall make requests to review Oversight Board decisions Recommended Board Action: Designate Gabriel A. Gonzalez as the City official to whom the California Department of Finance shall make requests to review Oversight Board decisions F. Approving the Recognized Obligation Payment Schedules(ROPS)of the Successor Agency City of Rohnert Park for the Periods January 1—June 30, 2012 Recommended Board Action: Consider and adopt Resolution No. OSB 2012- 002: Approving Recognized Obligation Payment Schedule(ROPS) of the Successor Agency City of Rohnert Park for the Period January 1—June 30, 2012 Regular Meeting Agenda April 11,2012 Oversight Board for the Successor Agency City of Rohnert Park Page 3 of 3 G. Discussion of Regular Meeting Schedule Recommended Board Action: Discuss a regular meeting schedule to be included in Bylaws for consideration at a future meeting. 4. NEW MATTERS FOR FUTURE CONSIDERATION 5. PUBLIC COMMENT ON NON-AGENDA ITEMS Members of the public may address the Oversight Board on matters that are within the Oversight Board's jurisdiction and not on today's calendar. Each speaker shall have up to three minutes to make pertinent public comments unless the Oversight Board adopts a shorter period. It is strongly recommended that members of the public who wish to address the Oversight Board should fill out a "Speaker Card" provided by the Clerk, and submit the completed card to the Clerk. 6. ADJOURNMENT DISABLED ACCOMMODATION If you have a disability which requires an interpreter or other person to assist you while attending this Board meeting, please contact the Secretary at (707) 588-2205 at least 72 hours prior to the meeting to ensure arrangements for accommodation by the City. Please notify the Clerk's Office as soon as possible if you have a visual impairment requiring meeting materials to be produced in another format(Braille, audio- tape,etc.) a°"""'P"�* ITEM NO. 3A � . �" � Mission Statement ," �9 `' � 62 "We Care for Our Residents by Working Together to Build a Better Community for Today and Tomorrow." c4L IIORTLL. CITY OF ROHNERT PARK OVERSIGHT BOARD AGENDA Meeting Date: April 11, 2012 Submitted By: Gabriel A. Gonzalez, City Manager Prepared By: Eydie Tacata, Management Analyst Agenda Title: Introductions and Administration of Oaths of Office RECOMMENDED ACTION: Formal introductions of the Oversight Board Members and administration of the Oath of Office by a City official. EXECUTIVE SUMMARY: The City of Rohnert Park has elected to serve as the Successor Agency to the former Rohnert Park Community Development Commission,dissolved on February 1, 2012 per the Redevelopment Dissolution Act, AB I x26, signed by the Governor in June 2011 and upheld by the California Supreme Court on December 29, 2011. The Dissolution Act requires that each successor agency have an Oversight Board composed of seven members appointed by specific governmental agencies. Each member of the Board serves at the pleasure of the entity that appointed such member. The Oversight Board consists of seven members listed below: • Linda Babonis, Economic Development Manager, City of Rohnert Park (Employee Representative of former Rohnert Park Community Development Commission employees, appointed by the Mayor of the City of Rohnert Park) • Denise Calvert, Deputy County Superintendent,Sonoma County Office of Education (County Superintendent of Schools Representative, appointed by the Sonoma County Superintendent of Education) • Darrin Jenkins, Director of Development Services/City Engineer,City of Rohnert Park (City Representative,appointed by the Mayor of the City of Rohnert Park) • Kate Jolley, Director of Fiscal Services,Santa Rosa Junior College (Community College Representative, appointed by the Chancellor of California Community Colleges) • Jake Mackenzie, Mayor,City of Rohnert Park (Public Representative,appointed by the Sonoma County Board of Supervisors) • Michael Thompson,Assistant General Manager-Business Operations,Sonoma County Water Agency (Special District Representative appointed by the Sonoma County Water Agency Board of Directors • Shirlee Zane, Supervisor District 3 - Board of Supervisors (County Representative,appointed by the Sonoma County Board of Supervisors) 1 n,„, ITEM NO. 3B Mission Statement '9' "We('are for Our Residents by Working Together to Build a Better Community for Today and Tomorrow." CA11➢ORN ' CITY OF ROHNERT PARK OVERSIGHT BOARD AGENDA Meeting Date: April 11, 2012 Submitted By: Gabriel A. Gonzalez, City Manager Prepared By: Eydie Tacata, Management Analyst Agenda Title: Adoption of Roberts Rules of Order as the Oversight Board's Governing Rules of Order RECOMMENDED ACTION: Adopt, by motion, Robert's Rules of Order as the Oversight Board's rules of parliamentary procedure. EXECUTIVE SUMMARY: The City of Rohnert Park has elected to serve as the Successor Agency to the former Rohnert Park Community Development Commission,dissolved on February 1, 2012 per the Redevelopment Dissolution Act,AB 1x26, signed by the Governor in June 2011 and upheld by the California Supreme Court on December 29, 2011. The Dissolution Act requires that each successor agency have a Board composed of seven members and comprising a local entity for purposes of the Ralph M. Brown Act, the California Public Records Act, and the Political Reform Act of 1974. Rules of procedure are needed to facilitate meetings at which the Oversight Board conducts its business. Parliamentary rules are appropriate to guide the making of motions,taking votes and other Oversight Board procedures. For ease and simplicity, staff recommends the Oversight Board refer to Robert's Rules of Order for its parliamentary procedure and adopt Robert's Rules of Order as the governing parliamentary procedure by minute motion. OPTIONS: The Oversight Board may desire to adopt an alternative form of parliamentary procedure. City Manager Approval Date: 3/6/12 City Attorney Approval Date: Attachments: None 1 a�,INEl17 gP�RR ITEM NO. 3C Mission Statement *G' "We Care for Our Residents by Working Together to Build a Better Community for Today and Tomorrow." CAL[FORN1h CITY OF ROHNERT PARK OVERSIGHT BOARD AGENDA Meeting Date: April 11, 2012 Submitted By: Gabriel A. Gonzalez, City Manager Prepared By: Eydie Tacata, Management Analyst Agenda Title: Election of Oversight Board Chair and Vice-Chair RECOMMENDED ACTION: Elect one member to serve as Chair and elect one member to serve as Vice Chair of the Oversight Board to the Successor Agency for one-year terms. Recommended Voting Procedure: A majority of the total membership of the Board constitutes a quorum (four members) for the transaction of business. Four(4)affirmative votes are required to approve any action taken by the Oversight Board. Given the lack of a Chair or Vice Chair, it is recommended that the Clerk of the Oversight Board open and close nominations to the Oversight Board for the election of Chair. Votes will be cast for the nominee(s) by roll call vote. The nominee receiving at least four affirmative votes will be elected as Chair. The same process would be facilitated by the Chair for the election of a Vice Chair. BACKGROUND: AB l x26, the Redevelopment Dissolution Act, requires each successor agency to have a Oversight Board composed of seven members. The Board must elect one of its members as Chair to preside over the Board meetings. It is also recommended that a Vice Chair be elected to preside over meetings in the absence of the Chair. Staff recommends that one-year terms be adopted. OPTIONS: The appointment of a Chair and Vice Chair is required by the Redevelopment Dissolution Act. However, the Oversight Board may desire to modify the one-year term for Chair and Vice Chair as recommended by staff. The length of term for Oversight Board officers will be reflected in the Bylaws of the Oversight Board to be considered at a future meeting. City Manager Approval Date: 4/6/12 City Attorney Approval Date: Attachments: None 1 wQµ,ERT Ph pK ITEM NO. 3D Mission Statement 19" ez "We Care for Our Residents by Working Together to Build a Better Community for Today and Tomorrow." CAurot'" CITY OF ROHNERT PARK OVERSIGHT BOARD AGENDA Meeting Date: April 11, 2012 Submitted By: Gabriel A. Gonzalez, City Manager Prepared By: Eydie Tacata, Management Analyst Agenda Title: Adoption of Conflict of Interest Code RECOMMENDED ACTION: Adopt Resolution No. OSB 2012-01: Adopting a Conflict of Interest Code. EXECUTIVE SUMMARY: The City of Rohnert Park has elected to serve as the Successor Agency to the former Rohnert Park Community Development Commission, dissolved on February I, 2012 per the Redevelopment Dissolution Act, AB 1x26, signed by the Governor in June 2011 and upheld by the California Supreme Court on December 29, 2011. The Dissolution Act requires that each successor agency have an Oversight Board composed of seven members appointed by specific governmental agencies. The Oversight Board is subject to the Political Reform Act. For the Oversight Board to operate in accordance with the Political Reform Act and regulations promulgated thereunder by the Fair Political Practices Commission ("FPPC"), it will need to adopt a conflict of interest code. The Fair Political Practices Commission has adopted 2 California Code of Regulations, Section 18730 containing the terms of a standard conflict of interest code. This standard code may be incorporated by reference, and if the terms of the regulation are substituted for the terms of a conflict of interest code already in effect,the adopted regulation shall constitute an amendment of the conflict of interest code. OPTIONS: The Oversight Board is required to adopt a Conflict of Interest Code. City Manager Approval Date: 4/6/12 City Attorney Approval Date: Attachments (list in packet assembly order): 1. Resolution 2012-001 1 RESOLUTION NO. OSB 2012-01 A RESOLUTION OF THE OVERSIGHT BOARD FOR THE SUCCESSOR AGENCY CITY OF ROHNERT PARK ADOPTING A CONFLICT OF INTEREST CODE WHEREAS, the Political Reform Act, Government Code Section 81000, el seq., requires state and local government agencies to adopt and promulgate conflict of interest codes; WHEREAS, the Oversight Board for the Successor Agency City of Rohnert Park organized itself pursuant to Chapter 4 (commencing with Section 34179) of Part 1.85 of Division 24 of the Health and Safety Code (the "Oversight Board"); and is subject to the requirements of the Political Reform Act; WHEREAS, the Fair Political Practices Commission has adopted a regulation, 2 California Code of Regulations, Section 18730, which contains the terms of a standard conflict of interest code; WHEREAS, this standard code may be incorporated by reference, and if the terms of the regulation are substituted for the terms of a conflict of interest code already in effect, the adopted regulation shall constitute an amendment of the conflict of interest code; WHEREAS, the Oversight Board desires to adopt a Conflict of Interest Code to comply with the Political Reform Act. NOW, THEREFORE, THE OVERSIGHT BOARD FOR THE SUCCESSOR AGENCY CITY OF ROHNERT PARK DOES HEREBY RESOLVE AS FOLLOWS: Section 1. That all of the facts, findings and conclusions set forth above are true and correct. Section 2. Section 18730 of Title 2 of the California Code of Regulations, and any amendments to it duly adopted by the Fair Political Practices Commission, are hereby adopted and incorporated by reference as the Conflict of Interest Code for the Oversight Board of the Successor Agency City of Rohnert Park. This Regulation and Attachments A, B and C to this Resolution, in which members and employees are designated and disclosure categories are set forth and explained, shall constitute the Conflict of Interest Code of the Oversight Board for the Successor Agency City of Rohnert Park. Section 3. Members and employees designated in Attachment A hereto shall file statements of economic interests (Form 700) with the Chair of the Board pursuant to this Resolution. The Clerk of the Oversight Board shall retain a copy of all statements of economic interests and make them available for public inspection and reproduction. OAK *4847-9365-9663 vi 3/28/12 1 DULY AND REGULARLY ADOPTED this day of , 2012. OVERSIGHT BOARD FOR THE SUCCESSOR AGENCY CITY OF ROHNERT PARK Chair ATTEST: Clerk of the Board OAK #4847-9365-9663 vl 3/28/12 2 ATTACHMENT A DESIGNATED EMPLOYEES AND DISCLOSURE CATEGORIES The following positions are held by individuals involved in the making or participation in the making of decisions which may foreseeably have a material effect on financial interests: Designated Position Disclosure Categories Chair, Vice-Chair and Oversight Board Members 1, 2, 3 Consultant' 1 General Counsel 1 'See Attachment B for explanation of Consultant filing. OAK #4847-9365-9663 vl 3/28/12 ATTACHMENT B CONSULTANTS 2 Cal. Code of Regulations Section 18701 (b) defines "consultant" as an individual who, pursuant to a contract with a state or local government agency: (A) Makes a governmental decision whether to: (i) Approve a rate, rule,or regulation; (ii) Adopt or enforce a law; (iii) issue, deny, suspend, or revoke any permit license, application, certificate, approval,order, or similar authorization or entitlement; (iv) Authorize the agency/Board to enter into, modify, or renew a contract provided it is the type of contract which requires agency/Board approval; (v) Grant agency/Board approval to a contract which requires agency approval and in which the agency is a party or to the specifications for such a contract; (vi) Grant agency/Board approval to a plan, design, report, study, or similar item; (vii) Adopt, or grant agency/Board approval of policies, standards, or guidelines for the agency/Board,or for any subdivision thereof; or (B) Serves in a staff capacity with the agency/Board and in that capacity performs the same or substantially all the same duties for the agency that would otherwise be performed by an individual holding a position specified in the agency's/Board's Conflict of Interest Code. Consultants shall be included in the list of designated employees and shall disclose pursuant to the broadest disclosure category in the code subject to the following limitation: The Chair or his/her designated representative, may determine in writing that a particular consultant, although a "designated position," is hired to perform a range of duties that is limited in scope and thus is not required to fully comply with the disclosure requirements described in the section. Such written determination shall include a description of the consultant's duties and, based upon the description, a statement of the extent of disclosure requirements. The Chair's determination is a public record and shall be retained for public inspection in the same manner and location as this Conflict of Interest Code. OAK #4847-9365-9663 vl 3/28/12 ATTACHMENT C CATEGORIES OF REPORTABLE ECONOMIC INTERESTS Designated Persons in Category "1" Must Report: All investments, interests in real property, income, and any business entity in which the person is a director, officer, partner, trustee, employee, or holds any position of management. These financial interests are reportable only if located within and subject to the jurisdiction of the Oversight Board (which is the same jurisdiction as the former Community Development Commission of the City of Rohnert Park) or if the business entity is doing business or planning to do business in an area subject to the jurisdiction of the Oversight Board, or has done business within an area subject to the jurisdiction of the Oversight Board at any time during the two(2)years prior to the filing of the statement. Designated Persons in Category "2" Must Report: All investments and business positions in business entities and income from sources that provide materials,equipment or services of the type used by the Oversight Board. Designated Persons in Category "3" Must Report: Investments, business positions,and sources of income of the type which: (1) engage in land development,construction or the acquisition or sale of real property; and (2) have interests in real property located within the jurisdiction of the Oversight Board, including property located within a two mile radius of any property owned or used by the City of Rohnert Park, as successor agency of the former Community Development Commission of the City of Rohnert Park. OAK #4847-9365-9663 vl 3/28/12 4°t<4 "' ITEM NO. 3 E Mission Statement 's rk "We Care for Our Residents by Working 'Together to Build a Better Community for Today and Tomorrow." citi,OA Nt" CITY OF ROHNERT PARK OVERSIGHT BOARD AGENDA Meeting Date: April 11, 2012 Submitted By: Gabriel A. Gonzalez, City Manager Prepared By: Eydie Tacata, Management Analyst Agenda Title: Designation of Gabriel A. Gonzalez as the City official to whom the California Department of Finance shall make requests to review Oversight Board decisions RECOMMENDED ACTION: Designate Gabriel A. Gonzalez, City Manager for the City of Rohnert Park,as the official who shall serve as the contact person for Department of Finance inquiries regarding Board actions. EXECUTIVE SUMMARY: California Health and Safety Code Section 34179 requires that all meetings of the Oversight Board be noticed and held in accordance with the Ralph M. Brown Act, and that agendas and proposed actions of the Oversight Board be posted on the Successor Agency's website for public review. Health and Safety Code Section 34179 provides that the Department of Finance (DOF) may review Oversight Board actions, and as such, all Oversight Board actions are not effective for three business days, pending review by the DOF. If the DOF exercises its right to review the action, it then has ten days to approve the action or return it to the Oversight Board for reconsideration. The Board's modified action does not become effective until approved by the DOF. Health and Safety Code Section 34179 requires the Board to formally designate an official for the purpose of communicating with the DOF regarding Oversight Board actions. Staff recommends that Gabriel A. Gonzalez, City Manager for the City of Rohnert Park, be designated as the contact person for the Board. Once the Oversight Board designates an official, staff will transmit the official's contact information to the DOF. OPTIONS: The Board may wish to designate a different contact person for Department of Finance inquiries. City Manager Approval Date: 4/6/12 City Attorney Approval Date: Attachments: None 1 WINERY PARK ITEM NO. 3F Mission Statement `y `� r, "We Care for Our Residents by Working Together to Build a Better Community for Today and Tomorrow." L'4LIFO9$0. CITY OF ROHNERT PARK OVERSIGHT BOARD AGENDA Meeting Date: April 11, 2012 Submitted By: Gabriel A. Gonzalez, City Manager Prepared By: Gabriel A. Gonzalez, City Manager Agenda Title: Approving the Recognized Obligation Payment Schedule (ROPS)of the Successor Agency City of Rohnert Park for the Period of January 1 — June 30,2012 RECOMMENDED ACTION: Consider and adopt Resolution No. 2012-002: Approving the Recognized Obligation Payment Schedules of the Successor Agency City of Rohnert Park for the Period January 1—June 30,2012. EXECUTIVE SUMMARY: The City of Rohnert Park has elected to serve as the Successor Agency to the former Rohnert Park Community Development Commission, dissolved on February 1, 2012 per the Redevelopment Dissolution Act, AB Ix26, signed by the Governor in June 2011 and upheld by the California Supreme Court on December 29, 2011. The Dissolution Act charges the Board with '`fiduciary responsibilities to holders of enforceable obligations and the taxing entities that benefit from distributions of property tax." The Recognized Obligation Payment Schedule (ROPS) is a key document delineating"enforceable obligations." The Successor Agency is responsible for drafting a ROPS which sets forth the nature, amount, and source(s) of payment of all "enforceable obligations" (as defined by law)of the former redevelopment agency to be paid by the Successor Agency, covering the forward-looking six month fiscal period, except for the initial draft of the ROPS, which is to cover the period from January 1, 2012, through June 30, 2012. The ROPS for the period January 1 through June 30,2012 was to be required certified by the Sonoma County Auditor-Controller as to its accuracy based on an audit, reviewed and approved by the Oversight Board, and then submitted to the State Department of Finance,the State Controller and the Sonoma County Auditor-Controller for review by April 15, 2012. Staff has already submitted this ROPS to the Sonoma County Auditor-Controller for audit and certification; however, it is becoming apparent that the ROPS will not be certified in time for the April 15, 2012 deadline. The Department of Finance has advised that where county auditor-controllers are unable to certify draft ROPS in sufficient time for oversight boards to review and approve them for submittal to DOF, the State Controller and the county auditor-controllers within the applicable deadlines, successor agencies should,within the applicable timelines, submit the uncertified ROPS to their oversight boards for review and approval and submittal to DOF, State Controller and county auditor- controllers. 1 ITEM NO. 3F The attached ROPS is presented for the Oversight Board's consideration. At the Oversight Board meeting, staff will provide a description of the obligations listed on the ROPS, and considerations for the Oversight Board within its role and responsibilities given by the Dissolution Act. The Legislative Analyst's Office describes the Oversight Board as having"significant authority and responsibility to compare the merits of continuing a specific redevelopment project against alternative uses for its resources by other local agencies. Oversight Board members might decide that a redevelopment project meets local community priorities and continue it, or that the project's funds could be put to better use by the other local agencies in the area and terminate the contract." This is the lens through which Oversight Board members are charged with evaluating whether the listing of an obligation on the ROPS protects holders of enforceable obligations and also is in the best interests of the taxing entities. City Manager Approval Date: 4/6/12 City Attorney Approval Date: Attachments: (1) Resolution No. OSB 2012-02: Approving the Recognized Obligation Payment Schedule of the Successor Agency City Of Rohnert Park For The Period January 1 —June 30, 2012 2 RESOLUTION NO. OSB 2012-02 A RESOLUTION OF THE OVERSIGHT BOARD FOR THE SUCCESSOR AGENCY CITY OF ROHNERT PARK APPROVING THE RECOGNIZED OBLIGATION PAYMENT SCHEDULE OF THE SUCCESSOR AGENCY CITY OF ROHNERT PARK FOR THE PERIOD JANUARY 1 -JUNE 30, 2012 WHEREAS, Section 34177 (1)(2) of the Health and Safety Code requires the City of Rohnert Park as the successor agency to the former Community Development Commission of the City of Rohnert Park ("Successor Agency") to submit to the State Department of Finance ("DOF"), the State Controller, and the Sonoma County Auditor-Controller ("County Auditor") for review, by April 15, 2012, a Recognized Obligation Payment Schedule for the period January 1 through June 30, 2012, that has been certified by the Sonoma County Auditor-Controller as to their accuracy based on an audit and that have been reviewed and approved by the Oversight Board for the Successor Agency City of Rohnert Park("Oversight Board"); WHEREAS, it is not clear that the Sonoma County Auditor-Controller will be able to complete its review of the Recognized Obligation Payment Schedules in sufficient time for the Oversight Board to review and approve and the Successor Agency to submit them to DOF, the State Controller and the County Auditor prior to the April 15, 2012 deadline; WHEREAS, in order to facilitate DOF's ability to make timely payments to successor agencies and taxing agency by June 1, 2012, as required by Health and Safety Code Section 34183(a), DOF has advised that where county auditor-controllers are unable to certify draft recognized obligation payment schedules in sufficient time for oversight boards to review and approve them for submittal to DOF, the State Controller and the county auditor-controllers within the applicable deadlines, successor agencies should, within the applicable timelines, submit the uncertified ROPS to their oversight boards for review and approval and submittal to DOF, State Controller and county auditor-controllers. NOW, THEREFORE, THE OVERSIGHT BOARD FOR THE SUCCESSOR AGENCY CITY OF ROHNERT PARK DOES RESOLVE AS FOLLOWS: Section 1. The Recognized Obligation Payment Schedule for the period January 1 -June 30, 2012, in the form attached to this resolution and incorporated herein by reference, are hereby approved. Section 2.. The staff of the Successor Agency is hereby directed to submit each ROPS to the State Department of Finance, the State Controller and the Sonoma County Auditor-Controller and post each ROPS on the Successor Agency's website in accordance with Health and Safety Code Section 34177(1)(2)(C), and to cooperate with DOF to the extent necessary to obtain DOF's acceptance of each ROPS, including, if necessary, making modifications to a ROPS determined by the Successor Agency's City Manager to be reasonable and financially feasible to meet its legally required financial obligations. 3. Upon the Successor Agency's receipt of a certified ROPS from the County Auditor, and provided the certified ROPS did not require substantial changes from the ROPS approved by OAK#4838-5492-2255 v3 3/30/12 this resolution, the Board deems the certified ROPS approved by the Oversight Board and the Successor Agency is hereby authorized and directed to submit the certified ROPS to DOF, the State Controller and the County Auditor for review. If the certified ROPS is substantially different from the ROPS approved by this resolution, the Successor Agency is hereby directed to submit the certified ROPS to the Oversight Board for review and approval prior to its submittal to DOF, the State Controller and the County Auditor for review. DULY AND REGULARLY ADOPTED this day of , 2012. OVERSIGHT BOARD FOR THE SUCCESSOR AGENCY CITY OF ROHNERT PARK Chair ATTEST: Clerk of the Board OAK#4838-5492-2955 v3 3/30/12 2 I Name of Successor Agency: City of Rohnert Park Former Redevelopment Agency Community Development Commission of the City of Rohnert Park I _ I RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34167 and 34169 (*) Total Outstanding Debt or Obligation as of June 30, Total Due During Payment Payments by Month (January 1, 2012 through June 30, 2012) Project Name / Debt Obligation Payee Description Source 2011 Fiscal Year January February March April May June Total Bonds issue to fund non -housing projects & Redevelopment Property 1 1991 Tax Allocation Bonds 20% set -aside Tax Fund 580,000 580,000 0 Redevelopment Property 2 1999 Tax Allocation Bonds Bonds issue to fund non -housing projects Tax Fund 31,880.000 790,000 395,000 1 395,000 Redevelopment Property 3 2001 Tax Allocation Bonds Bonds refunding issue Tax Fund 8,506.306 1,198,102 969,468 969,468 Redevelopment Property 4 2007R Tax Allocation Bonds Bonds issue for non -housing projects Tax Fund 38,086,897 1.460.878 486,959 486,959 Redevelopment Property 5 .2007H Tax Allocation Bonds Bonds issue to fund housing projects Tax Fund 25,586,091 1,365,572 345,790 345,790 Redevelopment Property 6 2003 LRRB's 90% Paid by CDC Lease Revenue Refunding Bonds Tax Fund 5,015,000 488,233 0 Loan from City for acquisition and construction of Performing Arts Center (CDC Reso No. Redevelopment Property 7 Performing Arts Center Project City of Rohnert Park 2000-05) Tax Fund 3,602,300 276,750 183,375 183,375 Redevelopment Property 8 Community Center Complex City of Rohnert Park Ground Lease (CDC Reso No. 2003-08) Tax Fund 2,699.000 241,000 1 120,500 120,500 Jan chrg. only - tax 9 City Administration Fee City of Rohnert Park Budgeted (Pre -Feb 1, 2012) increment & set -aside 960.700 960,700 80,058 80,058 Housing & Redevelopment Tax Increment and 10 Direct Staff Cost Manager Administration of Housing & Redevelopment Housing Set -Aside 3.006,504 111.352 9,279 9,279 Monitoring requirements & other actions Redevelopment Property 11 Housing Staff Support Housing Technician associated with housing function Tax Fund 882.000 8,400 2,800 2,800 2.800 8,400 Maintenance costs associated with housing Redevelopment Property 12 Housing Maintenance City of Rohnert Park assets (i.e., properties ) Tax Fund 1,456,085 55,120 4.593 4,593 4,593 4.593 4,593 22,965 Under ABx1 26, the costs of the Oversight Board meetings are required to be paid by the Successor Agency. No other costs are required or directed to be paid by the Successor Agency. However, if such costs are necessary, they are included as Redevelopment Property 13 Oversight Board Meeting Costs City of Rohnert Park an enforceable obligation. Tax Fund 715,290 8.475 3,390 3,390 3.390 10,170 Support costs (e.g., Executive Director, CFO, Administrative Cost 14 Adminsitrative Budget (Successory Agency) City of Rohnert Park Legal, etc.) 2011-02) Allowance 0 412,044 34.337 34.337 34,337 34,337 34,337 171,685 Redevelopment Property 15 Burke, Williams & Sorensen, LLP Same City Attorney (CDC Reso No2010-20) Tax Fund 546,000 21.000 1,750 1,750 1,750 1,750 1,750 8.750 December property tax increment, estimated Redevelopment Property 16 County Property Tax Admin Fee Countv of Sonoma fee Tax Fund 4.716,117 174,671 4.000 4,000 Redevelopment Property 17 Bank Fees Union Bank Bond Issues Tax Fund 216,000 8,000 817 817 817 817 817 817 4,902 Redevelopment Property 18 Trustee Fees Union Bank Bond Issues Tax Fund 474,660 17,580 8.790 8,790 17,580 Vavrinek, Trine, Day & Co Commission share of auditing costs (City Reso Redevelopment Property 19 Auditing Fees (Financials) LLP No. 2011-28) Tax Fund 216.000 8,000 1.865 1,865 County provided estimate for average cost of Redevelopment Property 20 lAuditing Fees (Dissolution) County of Sonoma audit Tax Fund 0 7.500 3,750 3.750 7.500 Redevelopment Property 21 Willdan Financial Services Same ,Annual continuing disclosure fee TAB Tax Fund 81.000 3,000 3.000 3.000 Estimated pass through payments for 11/12 Redevelopment Property 22 Pass -through Obli ation County of Sonoma tax year - Health & Safety 33401 Tax Fund 98.799,534 3,612.949 0 Name of Successor Agency: City of Rohnert Park Former Redevelopment Agency Community Development Commission of the City of Rohnert Park RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34167 and 34169 (*) Total Outstanding Debt or Obligation as of June 30, 2011 Total Due During Fiscal Year Description Payment Payments by Month (January 1, 2012 through June 30, 2012) Project Name / Debt Obligation Payee Source January February March April May June Total 23 Pass -through Obligation County of Sonoma Estimated pass through payments for 11/12 - Health & Safety 33676 Redevelopment Property Tax Fund 40,778,640 1,542,644 0 24 Fund Contribution CourseCo. Golf course CIP Fund contribution per Lease Agmtw/CourseCo. (Term May2021) Redevelopment Property Tax Fund 228,490 22,849 1,904 1,904 1.904 1,904 1,904 1,904 11,424 25 Vida Neuva Committee on the Shelterless (COTS) Supportive services to residents of the Vida Neuva project (term 5 yrs - reso #2006-09) Redevelopment Properly Tax Fund 75,000 75.000 0 26 Affordable Housing Loan Sonoma County Community Development Commission 7982 Santa Barbara Dr Redevelopment Property Tax Fund 117,563 0 27 Affordable Housing Loan Sonoma County Community Development Commission 746 Brett Avenue Redevelopment Property Tax Fund 116,438 0 28 Un-uncumbered Housing Bond Proceeds Housing Successor Agency 2007H TAB section 34177(i)"shall be used for the purposes for which thely were sold" Housing Bond Proceeds 13,342,611 29 Feasibility Study related to affordable housing lobligations •Seifel Consulting (Bond proceeds - reimbursement) Development Feasibility Study of (2) sites (CDC Reso No. 2010-17) Housing Bond Proceeds 39.717 39,717 5,324 4,610 4,610 4,610 4,610 23,764 30 Community Center Fountain (Project # 2010-10) 'Various consultant ;payees/Bonds proceeds - reimbursement Demolition the Community Center Fountain Bond Proceeds 47,403 1,112 1.112 1,112 31 Southwest Station (Projection No. 2010-13) DAMA Construction and Winzler and Kelly (Bond Proceeds - Reimbursement) Demolition, expenses for consultant & staff time. Done under Public Improvement & Affordable Housing Reimbursement ,Agreement (CDC Reso No. 2011-02) Bond Proceeds 9.000 14,175 14,175 14,175 32 PAC, Sports & Community Ctr (Project # 2010 14) Johnny Chung - Consultant Svcs Retrofit Studies. Expenses for staff time. Done under Public Improvement & Affordable Housing Reimbursement Agreement (CDC Reso No. 2011-02) Bond Proceeds 30.151 30.151 9,145 9,145 33 Recreational & Community Facility Improvements (Project # 2011-01) ,Applied Development Economics, SSA Landscape ,Architect, Bowman & Williams, Johnnie Chung and staff time through 1 January Feasibility Studies. Expenses for consultants and staff time. Done under Public Improvement & Affordable Housing Reimbursement Agreement (CDC Reso No. 2011-02) Bond Proceeds 69,065 69,065 39.766 23,145 6,979 69,890 'Totals - This Page 282,879,562 13,604,039 401,257 2,314,291 71.156 73,970 66,741 53,341 1 2.980,756 Totals - Other Obligations 22,406,229 0 0 0 0 0 0 0 0 Totals All Pages 305,285,791 13,604,039 401,257 2,314,291 71,156 73,970 66,741 53,341 2.980,756 Name of Successor Agency: City of Rohnert Park Former Redevelopment Agency Community Development Commission of the Ci of Rohnert Park RECOGNIZED OBLIGATION PAYMENT SCHEDULE - OTHER OBLIGATIONS _ Per AB 26 - Section 34167 and 34169 (*) Total Outstanding Payment Total Due During Payments by month Project Name / Debt Obligation Payee Description Debt or Obligation Source Fiscal Year January February March April May June Total Various improvements to Community Center Campus as recommended by the Consultants & City of Feasibility Study (see item #21- page 1) Rohnert Park including energy savings improvements, Reimbursement for Staff redesign of the center plaza area, Rohnert Park Community Center Time Chargeable to development of adjacent vacant lot and Improvements Projects other phased projects. i 2,433,673.001 Bond Proceeds 0.00 $ - Improve recreational and community facilities serving the Project Area. Consultants & City of Several projects have been identified Rohnert Park including an acquatics facility, Reimbursement for Staff water/spray parks and all-weather sports Recreational and Communty Facilities Time Chargeable to fields. Feasibility studies are underway 1) Improvements Projects (see item #22 - page 1). 3,140,935.00 Bond Proceeds 0.00 $ Consultants & City of Rohnert Park Program will provide low interest loans Reimbursement for Staff for fagade improvements and Commercial Building Improvement Time Chargeable to commercial rehabilitation of commercial 2) Program Projects properties withinn the Project Area. 1,605,000.00 Bond Proceeds 0.00 $ - Modification of an existing City -owned Consultants & City of building to utilize it as a temporary fire Rohnert Park station to service portions of the Project Reimbursement for Staff Area. Facility will provide service until Time Chargeable to such time as funding is available for a 3) Temporary Fire Station Facility Projects permanent facility. 267.500.00 Bond Proceeds 0.00 $ - Consultants & City of Rohnert Park Reimbursement for Staff Based on Corridor Plan, develop Time Chargeable to functional signage for major streets and 4)[Community Si n Program Proiects major attractions. 377,571.00 Bond Proceeds 0.00 $ Consultants & City of Rohnert Park Programs provides assistance to Reimbursement for Staff residential property owners for Time Chargeable to improvements such as painting, 5) Neighborhood Beautification Program Projects landscaping and other improvements. 30,000.00 LMIHF 0.00 $ Redevelop former City Hall site and two Consultants & City of contiguous parcels (6230 Commerce Rohnert Park Blvd., 100 and 120 Avram Avenue) Reimbursement for Staff based on findings made in feasibility Time Chargeable to study related to affordable housing Housing Bond 6) .Avram Development/Former City Hall F Projects obligations. 4,731,540.00 Proceeds 0.00 $ Consultants & City of Rohnert Park Redevelop property with 17 very -low Reimbursement for Staff income housing units or an alternative Time Chargeable to use focused on creating a public 7)1 Southwest Fire Station Reuse Proiects assistance site. 2,140,000.00 Bond Proceeds 0.00 $ Consultants & City of Rohnert Park Reimbursement for Staff Time Chargeable to Provide rehabilitation loans to low and 8) Rohnert Park Housing Rehabilitation Lq Projects very -low income households. 535,000.00 LMIHF 0.00 $ - Name of Successor Agency: j City of Rohnert Park - T Former Redevelopment Agency Community Development Commission of the City of Rohnert Park RECOGNIZED OBLIGATION PAYMENT SCHEDULE - OTHER OBLIGATIONS _ Per AB 26 - Section 34167 and 34169 (*) I - Total Outstanding Payment -- Total Due During f Payments by month Project Name / Debt Obligation Payee Description Debt or Obligation 1 Source Fiscal Year January February March April May June Total Provide financial assistance for health and safety repairs to homes occupied by low-income families with children, seniors and disabled individuals. Provide one-time rental assistance to Consultants & City of eligible residents experiencing financial Rohnert Park difficulty. Provide rental subsidy for low Reimbursement for Staff and very -low income individuals/families Time Chargeable to living in CDC -owned, COTS -managed 9 .Assistance to Community Based Organ Projects I Transitional and Shared Living homes. 843,000.00 LMIHF 0.00 $ - Consultants & City of Rohnert Park Housing Element identifies this site for Reimbursement for Staff redevelopment of mixed -use housing Time Chargeable to with 12 affordable housing units; 4 very- 10) Southwest Boulevard Shopping Center Projects ow income and 8 low-income units. 1,840,400.00 Bond Proceeds 0.00 $ - Consultants & City of Rohnert Park Purchase affordability covenants to Reimbursement for Staff restrict occupancy of Rohnert Park rental Time Chargeable to units for 55 years to low and very -low 11) Acquisition of Affordability Covenants Projects income households. 1 1,161,610.00 Bond Proceeds 0.00 $ Consultants & City of Rohnert Park Provide subsidies to non-profit Reimbursement for Staff developers to increase affordable Time Chargeable to housing opportunities within the Project 12) Subsidies for Non -Profit Development Projects lArea and City. 3,300,000.00 Bond Proceeds 0.00 $ Totals - Other Obligations $ 22.406.229.00 $ - $ - $ - $ $ - $ - $ - $ ITEM NO.3F Distributed at the 4/11/12 meeting Mission Statement "We Care for Our Residents by Working Together to Build a Better Community for Today and Tomorrow." CITY OF ROHNERT PARK OVERSIGHT BOARD MEMORANDUM Date: April 11, 2012 To: Oversight Board Members From: Gabriel A. Gonzalez, City Manager Subject: Five Year Implementation Plan: FY 2009-10 through FY 2013-14 Attached is the Five Year Implementation Plan prepared by the Community Development Commission of the City of Rohnert Park. It is being provided to the Oversight Board for the purpose of providing background information relevant to Agenda Item No. 3F, the Recognized Obligation Payment Schedule(ROPS). 1 r � FIVE YEAR IMPLEMENTATION PLAN COMMU \ ITY DEVELOPMENT COVMISSION OF THE CITY OF ROH N ERT PARK 2009 - 10 through 2013 - 14 0 SSG COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 INTRODUCTION About this Implementation Plan In fulfillment of Article 16.5 of California Community Redevelopment Law, Health and Safety Code Section 33000. et. seq. ("Redevelopment Law"), the Community Development Commission of the City of Rohnert Park ("CDC") has prepared this Implementation Plan for the Rohnert Park Redevelopment Project Area ("Implementation Plan"). Included in this document are the CDC's anticipated redevelopment and affordable housing programs for 2009-10 through 2013-14. The implementation plan document conforms to the City of Rohnert Park's General Plan and has been prepared according to guidelines established in the programs and goals outlined in the Housing Element of the General Plan. CONTENTS INTRODUCTION 1 CONTENTS 1 ABOUT THE PROJECT AREA 2 Redevelopment Plan and Project Area Highlights 2 Project Area Map 3 RECENT REDEVELOPMENT ACCOMPLISHMENTS 4 REDEVELOPMENT PLAN GOALS 6 PROPOSED REDEVELOPMENT PROGRAM 7 PROPOSED HOUSING PROJECTS AND PROGRAMS 12 HOUSING COMPLIANCE PLAN 16 Contents of the Compliance Plan 16 Housing Production 17 Replacement Housing Needs 21 Low and Moderate Income Housing Fund 21 1 COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 ABOUT THE PROJECT AREA Who, What, When Where, and Why Rohnert Park was founded in 1954 as a master-planned community on the former site of the Rohnert Seed Farm. located along the Northwestern Pacific railroad right-of-way- The original master plan envisioned 8 neighborhoods, a school and a 5-acre park. Development began shortly thereafter, and in 1962, Rohnert Park became a city with 2.775 residents and 903 homes. For a short time. Sonoma State University was located in the city limits before moving just outside the City to their current location. The presence of the University and other Bay Area development trends resulted in a boom in population and growth through the 1980's. As the community's supply of developable land began to dwindle, the City turned its attention to the revitalization of older parts of the community. In response to the desire to ensure the sustainability of existing neighborhoods and commercial areas and curb urban sprawl, the City Council adopted the Redevelopment Plan for the Rohnert Park Redevelopment Project Area ("Redevelopment Plan") by Ordinance No. 479 on July 14, 1987. The Redevelopment Plan has been amended three times. The first amendment occurred in 1999 and was adopted to comply with changes in the Redevelopment Law. The second amendment in May 2006 eliminated the time limit on incurring indebtedness and extended the redevelopment plan duration and the time limit to collect tax increment revenue by one year. The third amendment, adopted in November 2006, increased the limit on the amount of bonded indebtedness that can be outstanding at any one time. Long-term revitalization activities are guided by the 40-year Redevelopment Plan for the Rohnert Park Redevelopment Project Area ("Project Area"). Redevelopment projects in the Project Area have included improvements to public facilities and infrastructure, renovation and construction of affordable housing, and partnerships with private industry to create jobs and expand the local economy. This Implementation Plan focuses on specific redevelopment goals and programs sought for the next five years. Redevelopment Plan and Project Area Highlights Notable Timeframes and Limitations What is Than Redevelopment Plan Adopted 7/14/1987 1,711 Acres Expires 7/14/2028 vacant,a%� commercial, Transportation 11% Incur Indebtedness Expires N/A Related,1% Government,7% Eminent Domain Authority Expired 1999 Industrial,9% • Collect Tax Increment' Expires 7/14/2038 Institutional,1% 1.75xmax Residential,62% `\ annual debt `Recreational,1% Tax Increment Revenue Limit` service on indebtedness Outstanding Bond Debt Limit 2 $150.000,000 Agency may collect tax increment revenue beyond this date to repay certain obligations incurred prior to January 1. 1994.and meet specific affordable housing objectives. Tax Increment Revenue and Outstanding Bond Debt Limits exclude low/mod income housing funds as well as payments paid to other taxing entities pursuant to Health and Safety Code Section 33401. Source.Rohnert Park Redevelopment Plan:Metroscan information Services on June,2009 2 COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 Project Area Map 10 I MOLLYAVE - i T� F�RETMORNDR d O > ' GASPARCT < •- } 3‘' W W f S� O� N'Zi3� tt L ---MOURALN-§— tn wt.FIR EOAVE � , �Qd 44 UTILITY T GOLF COJRSEDR ELEANORAVE T Q . I i r - W IUSNESS'PARKDR m �r ¢ a� z r Ei PARXCT W en p g Wr i� U it 1 o c:c * ; z i KEISERAVE < ��153 > y W 1I A tiF I PARKWAY OR l 4 T deit 7�0`4'�Y moil LAGUNAOR RON►#R•PARKEXPY ENTERPRISE DR • .,. N Q Ti GytF. MAORIGALST --_-- �j pORTALSTST1C1ADR . Y ARLENOR_airt j p O r_ rTsµ MNElA1 0 lu q 4r `* ���r M n Rey WY776 44 FC"OL/4 M� 1 W<� GRAY ENSTE7N�'7WYp- � �Ii� P WOOL ERR COWMAN' GT 9- sit 1014. own 404 es 3) % l'C, 441441Ar; . 1 'i S i C?" w • SST \'\\ ! < y 7'AGEST tORTETTGAVC '9441T t, "tl Oyu KIWITttlV i; ; tit RON.DAAViMil til g 0 t.sote'l P ,..r E XALYPTUSAVE 14 RAIL ROADAVP .:ATE �^ RPD Redevelopment Project Area J City Limit ° i PAN.. 3 COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 RECENT REDEVELOPMENT ACCOMPLISHMENTS The Public Value & Benefit of Redevelopment Over the last five years, the CDC has championed many successful projects and programs in the Project Area, including the following: Baseball Stadium Reuse. The CDC and the City joined efforts with Kemen & Son, Inc. to demolish stadium structures at the former Crushers baseball stadium in order to facilitate development of a replacement commercial use. The City of Rohnert Park entered into an Option to Purchase Agreement with Redwood Equities, LLC, on April 8. 2003, allowing Redwood Equities the option to purchase the former baseball stadium owned by the City. On January 24, 2006, the CDC authorized the use of redevelopment funds to pay for wetland mitigation costs associated with the proposed reuse and redevelopment of the property. Courseco Lease Agreement. The CDC contributes toward a financial obligation with Courseco Inc. pursuant to a lease agreement for the , ' vj management of two municipal golf courses. As part of the lease - agreement, an annual contribution of 1% of golf revenue is required to be made to a Capital Improvement Fund for future golf course improvements. �-{ • The required contribution commenced January 2005, increases to 2% of r yJ L golf revenue in January 2014, and extends through the end of the lease r �• term in 2023. • Public Infrastructure Projects. The CDC completed Phase 1 of the . Eastside Trunk Sewer Project. Phase I will promote in-fill development and "` , ._, 4- the redevelopment of underutilized and abandoned or vacant parcels within the Project Area, including the Sonoma Mountain Village site (formerly the Agilent site), the Southwest Boulevard area, and the Commerce Boulevard area. Corridor Master Plans. CDC staff initiated preparation of concept plans to improve and modernize major commercial corridors in the Project Area, including Commerce Boulevard, Southwest Boulevard and State Farm Drive. The proposed Rohnert Park Corridor Concept Plans and Implementation Strategy were presented to the Planning Commission in early 2009, and upon their adoption will help the City identify priorities and specific improvements on both public right-of-way and private property based on a community-based planning process, and applicable transportation and land use principles. Economic Development Program. The CDC entered into an agreement with MuniServices, LLC for an Economic Development Study that was completed in July 2007. In September 2008. the CDC approved an Agreement for Services with the Chamber of Commerce for the purpose of promoting economic development and implementing the City's Economic Development Strategic Action Plan. Downtown Infill Projects. Activities related to the implementation of two infill projects in the Downtown area including completing the design phase of the Public Safety Re-Alignment (renamed Fire Station No. 1 Expansion). The CDC also acquired the City Center parking lot across from the Public Library. This property is to be combined with two other CDC owned parcels for a mixed-use project. .-. . City Center Plaza Development. The City Center Plaza _ •. � 4ess'sL � Development Project includes public open space and a L �, _ ... `+ # - 141 community plaza in the heart of downtown Rohnert Park. It provides a place for all citizens and residents of the City _ • ..� • to congregate for community activities and events. - . ..; 71. r • , - 4 - I COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 City Hall Site Reuse/Mixed-Use Avram Development. Three contiguous parcels were acquired by the CDC in 2007 for future affordable housing. The CDC intends to seek developer proposals for this site during the next Implementation Plan period. Commercial Building Improvement Program. The CDC provided a loan to Rainbow-Copeland Creek LLC from the 2007H Series Tax Allocation Bonds for energy efficient rehabilitation in lieu of affordability covenants for 55 years on all 171 units in this development. The City's senior age restriction agreement was also extended to 2062. The improvements funded by this loan promote environmental sustainability and energy efficiency. Rohnert Park Community Center. In fiscal year 2006- 07, the CDC provided funds for the Community Center • w•,r+ Beam Replacement and Americans with Disabilities Act • : ,� :L rlf�� ='a ;; " ADA") Improvements. Community Development Block Grant funding was used to leverage the CDC's funding [a ri 3 for the ADA improvements. ,ar( Burton Avenue Recreation Center Roof Replacement. A roof replacement project at the Burton Avenue Recreation Center was completed in April 2006 with CDC funding. Redevelopment Plan Amendment. On May 9, 2006, the CDC amended the Redevelopment Plan to eliminate the existing time limit on incurring debt and amend certain time limitations with respect to the Redevelopment Plan. On November 28, 2006. the CDC amended its Redevelopment Plan to increase the amount of bonded debt capacity it can have outstanding at any one time. The Arbors, The CDC provided $4.015 million per an Affordable Housing Loan Agreement with Burbank Housing Development Corporation for the development of The Arbors, a 56-unit multi-family rental project on City Plaza Drive. This project was completed in 2007 and is affordable to low and very-low-income families. Valley Village Mobile Home Park Covenant Purchase. The CDC purchased affordability covenants for 114 mobile home park units in November 2005. The covenants will restrict age (i.e., for qualifying senior citizens)and occupancy on these units for 55 years for very low and low-income households. As this project is just outside the Project Area, 57 of units are eligible to be counted toward the CDC's housing production goals. Vida Nueva. The CDC and Burbank Housing worked together to develop a 24-unit very-low-income permanent housing project for previously homeless families. The CDC contribution toward this project was $2.495 million and it was completed in December 2008. • • �. .`. ' • taki COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 REDEVELOPMENT PLAN GOALS Section 1000 of the Redevelopment Plan provides focus and direction for the CDC's efforts for revitalizing the Project Area; the following goals frame the overall strategy for this Implementation Plan and will serve as a guide for activities over the next five years. Clean, Value, and Respect. To stimulate and provide new private investment opportunities by ii i 00 revitalizing property characterized by deterioration, blight or functional obsolescence and to encourage continued investment in the Project Area where growth is planned. CLIAN 9 Compound on Past Success. To foster the development of a sense of community identity within the Project Area. To improve the visual image of the City and, specifically, the Project Area, by reinforcing existing assets and by expanding the potentials of the Project Area. Glow Create a Stronger Local Economy. To improve employment opportunities, economic stability and isproductivity and to increase public revenues within the Project Area. Strengthen retail and other commercial functions. To encourage the use of local resources in the development of the Project NUM RV[ Area whenever economically feasible. $ Prudently Invest in Public Infrastructure. To eliminate environmental deficiencies by achieving a coordinated pattern of commercial, industrial and public land uses in the Project Area with adequate public improvements including but not limited to streets, utilities and flood control improvements. iwVIST Use Land Wisely. To encourage the development of commercial uses along major thoroughfares. 4,14 To ensure a variety of commercial, office, and/or industrial lands uses which will physically and economically complement development within the Project Area. To foster the establishment of ACCI$I landscape buffers between incongruous land uses. Ail Housing for All Families. Consistent with Redevelopment Law, increase, improve. and expand the community's supply of affordable housing. LIVE 6 COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 PROPOSED REDEVELOPMENT PROGRAM Five Year Work Program for Reinvestment & Revitalization Over the next five years, the CDC plans to implement the following redevelopment projects and programs using available funding sources. The list below describes the projects proposed, what blighting conditions will be addressed or eliminated. approximate costs and the Redevelopment Plan goals that will be achieved. On April 30, 2007, the CDC issued the Rohnert Park Redevelopment Project Tax Allocation Bonds, Series 2007R which provided $35,290,616 for redevelopment projects. Available bond proceeds, as well as tax increment revenues, will be utilized to implement the projects and programs identified in the CDC's Five-Year Implementation Plan. Preliminary cost estimates are for the five year Implementation Plan period. The CDC's ability to fund projects will be impacted by the State's taking of redevelopment funds to help balance the State's budget in fiscal years 2009-10 and 2010-11. Pursuant to California Assembly Bill 26, all redevelopment agencies are required to deposit a pre-determined payment in a county "Supplemental" Educational Revenue Augmentation Fund ("SERAF"), to be distributed to schools to meet the State's Proposition 98 obligations to education. Preliminary estimates of the amount required to be paid by the CDC in fiscal years 2009-10 and 2010-11 are $4.1 million and $845,119, respectively. As a result, some of the projects listed below may be delayed until such time as the CDC has available revenues to fund these projects and programs. However, all projects and programs that the CDC would like to implement during the five-year period have been included for the purposes of this Implementation Plan in the event that funding does become available. Project/Description Preliminary Cost Goals Estimates Achieved Economic Development Program $1,000,000 In order to stimulate private investment in the Project Area, the CDC may provide financial assistance to the Sonoma County Tourism INVEST Bureau and engage professional services as needed to promote economic development pending the Interim Executive Director's assumption of his former duties which include the promotion of (i) economic development. PRESERVE Additionally, the CDC may fund and facilitate activities and programs to promote economic development, attract and retain businesses, create jobs and support workforce training and development that meets the GROW needs of local employers. Completion of this program would address depreciated property values and impaired investments in the Project Area. Timeframe 2009-10 through 2013-14 7 • • _w .� , • COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 Project/Description Preliminary Cost Goals Estimates Achieved Property Acquisition Program To Be Determined The CDC will establish this program to buy property within the Project Area to Facilitate the redevelopment of the property pursuant to the WNW goals and objectives of the Redevelopment Plan. Completion of this program would address depreciated property values and impaired investments in the Project Area. PRESERVE Timeframe 2009-10 through 2013-14 (21) GROW Sonoma Mountain Business Cluster $888,000 The CDC has been providing financial assistance to the Sonoma Mountain Business Cluster to assist technology entrepreneurs and INVEST start-up companies in achieving success through the provision of an affordable infrastructure, an intellectual and entrepreneurial (!) environment, a supportive services network and mentorship. Completion of this program would address depreciated property values PRESERVE and impaired investments in the Project Area. Timeframe 2009-10 through 2013-14 GROW Corridor Master Plans $200,000 The CDC will begin to fund public improvements proposed in the Master Plans for three of the City's corridor areas: Southwest Boulevard, INVEST Commerce Boulevard and State Farm Drive. Completion of this program would correct inadequate public signage in the Project Area. PRESERVE Timeframe 2009-10 through 2013-14 te GROW ACCESS 8 COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 Project/Description Preliminary Cost Goals Estimates Achieved Rohnert Park Community Center $2,000,000 The CDC is planning to implement a Community Center campus-wide //l I\ master planning effort and construction of a first phase. Improvements CLEAN will also include decommissioning the fountain located at the Community Center as it poses potential legal and financial liability to the (1!) City. The preliminary cost estimate includes design costs associated with this planning effort as well as the first phase of construction. PRESERVE Additionally, the CDC pays the City$80,333 annually for the land for the Community Center. Completion of this project would correct inadequate public ACCESS improvements. Timeframe 2009-10 through 2013-14 Recreational and Community Facilities Improvements $2,400,000 In an effort to improve the quality of life for Project Area residents, the CDC will explore opportunities to improve recreational and community ACCESS facilities serving the Project Area. Several projects have been identified as beneficial to the Project Area, including year-round sports turf for sports fields, an aquatics facility and water/spray park. Completion of this project would address inadequate public improvements. Timeframe 2009-10 through 2013-14 Commercial District Revitalization $2,000,000 The CDC will implement a program to provide funding for revitalization projects in the commercial districts within the Project Area. INVEST Completion of this project would address depreciated property values and impaired investments. Timeframe 2009-10 through 2013-14 PRESERVE 3Row 9 • COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 ProjectlDescription Preliminary Cost Goals Estimates Achieved Commercial Building Improvement Program $1,500,000 11111 The CDC is considering the implementation of a program to provide property owners with incentives to upgrade commercial properties. A INVIst facade improvement program would be an example of the types of projects that the CDC could support. Completion of this project would address depreciated property values allow and impaired investments. Timeframe 2009-10 through 2013-14 .1/I 0 CLEAN Landscape Program $1,000,000 The CDC is proposing a landscape program to replace existing /0 I landscaping with lower maintenance plants in order to reduce costs and CLEAN resources. Completion of this project would address depreciated property values and impaired investments. INVEST Timeframe 2009-10 through 2013-14 e�ow Temporary Fire Station Facility $250,000 1111 The CDC desires to modify an existing City-owned building to utilize it as a temporary fire station to service portions of the Project Area and City. This facility would provide service until such time as funding is available for a permanent facility. 1111.911 Completion of this project would correct inadequate public ACCESS improvements. Timeframe 2009-10 through 2013-14 Downtown In-Fill Projects $2,300,000 The CDC desires to utilize a portion of existing bond proceeds for the implementation of the Corridor Master Plans and other projects which CLEAN contribute to the development of Rohnert Park's downtown. These projects would include those identified in the Corridor Master Plans. Completion of these projects would address depreciated property INVEST values and impaired investments. Timeframe 2009-10 through 2013-14 ACCESS GROW 10 COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 Preliminary Cost Goals Project/Descriptlon Estimates Achieved Courseco Lease Agreement $275,000 410 The CDC provides financial assistance to the Capital Improvement Fund for future improvements at the Foxtail North and Foxtail South Golf Courses. The CDC's contribution of 1% of golf revenue to the Capital Improvement Fund began in January 2005, increases to 2% of golf revenue in January 2014, and extends through the end of the term of the agreement in 2023. GROW Additionally, the CDC contributes funds to correct inadequate public improvements. Completion of this project would correct inadequate public improvements. Timeframe 2009-10 through 2013-14 Performing Arts Center $1,801,665 The CDC makes reoccurring annual loan payments for the Performing //I 0 Arts Center("PAC") located at 5409 Snyder Lane. The permanent CLEAN financing for the facility's construction was refinanced in 1999 and will be paid off in the year 2024. The CDC also pays the City$80,333 annually for the PAC land. ACCESS Completion of this project would address inadequate public improvements. Timeframe 2009-10 through 2013-14 Callinan Sports and Fitness Center $401,665 The CDC pays the City$80,333 annually for the land for this center. /? I 0 The Callinan Sports Center is among one of the finest facilities in the CLEAN State and offers a wide variety of recreational facilities. It is open to both members and guests. 11121111 Completion of this project would correct inadequate public ACCESS improvements. Timeframe 2009-10 through 2013-14 Total Preliminary Cost Estimate $16,016,330 11 COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 PROPOSED HOUSING PROJECTS AND PROGRAMS Flve Year Work Program for Building Community Assets Over the next five years, the CDC plans to implement the following affordable housing projects and programs. The list below describes the projects proposed, what blighting conditions would be eliminated, approximate costs. and the Redevelopment Plan goals that would be achieved. On April 30, 2007, the CDC issued the Rohnert Park Redevelopment Project Tax Allocation Bonds Series 2007H which yielded $25,785,289 for housing projects. In June 2009, the CDC tendered $9,630,000 of the Series 2007H Bonds in order to lower the annual interest expense on the bonds. The remaining bond proceeds, including the housing set-aside, will be utilized to implement the projects and programs identified in the CDC Five-Year Implementation Plan. Project/Description Preliminary Cost Goals Estimates Achieved Neighborhood Beautification Program $350,000 The CDC will implement a Neighborhood Beautification Program to provide assistance to residential property owners for improvements such UV! as painting, landscaping and other improvements. This program may also assist with the cost of undergrounding utilities in the A Section "/11� neighborhood. CLEAN Completion of this project would address depreciated property values and impaired investments. Timeframe 2009-10 through 2013-14 GROW Avram Development -Request for Proposals S70.000 The CDC will prepare a Request for Proposals for the development of affordable housing at the former city hall site (6750 Commerce Blvd., & 100 and 120 Avram Avenue) known as the Avram site. Completion of this project would address depreciated property values and impaired investments. This project will also aid the CDC in meeting CLEM affordable housing mandates, goals and policies. Timeframe 2009-10 through 2013-14 /' eery/ Existing City Hall Site Reuse $4,352,000 1111 The CDC will provide a subsidy for the development of an affordable housing project on the former City Hall site (6750 Commerce Blvd. & 100 L,VI and 120 Avram Avenue). Completion of this project would address depreciated property values 10 and impaired investments. This project will also aid the CDC in meeting affordable housing mandates, goals and policies. Timeframe 2009-10 through 2013-14 • WHIM 12 COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 Project/Description Preliminary Cost Goals Estimates Achieved Southwest Boulevard Shopping Center Site $1,720,000 As one potential site for mixed-use housing identified in the City's 11121 Housing Element, the CDC may assist in facilitating the redevelopment LIVE of this property, located at the southwest corner of Adrian Drive and Southwest Boulevard. The Housing Element anticipates that as many as "/11N 100 housing units could be developed at this location with redevelopment of the existing shopping center. For this planning period, the CDC CLEAN estimates construction of 50 housing units, including 12 affordable housing units;4 very-low income and 8 low-income housing units. The Southwest Shopping Center is privately held by several entities. GIIOW Any mixed-use housing project proposed for the property would require the interest and cooperation of the property owners. Completion of this project would address depreciated property values and impaired investments. Timeframe 2009-10 through 2013-14 Existing Southwest Fire Station Reuse $2,000,000 The CDC will acquire the former fire station located at 435 Southwest Boulevard in fiscal year 2009-10 for the purposes of either redeveloping LIVE the property with 17 very-low income housing units, or an alternative use focused on creating a public assistance site. /111� Completion of this project would address depreciated property values CLEAN and impaired investments. Timeframe 2009-10 through 2013-14 GROW Housing Rehabilitation Loan Program S500,000 The CDC approved a Housing Rehabilitation Program in 1999 and contracts with the Sonoma County Community Development LIVE Commission to assist with the implementation of the program. Funding for the Housing Rehabilitation Program will be derived from three E/11N sources; tax increment, CDBG funds and the CalHome Program. CIE AN Completion of this project would address depreciated property values and impaired investments. Timeframe 2009-10 through 2013-14 Row 13 COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 • Project/DescriptionPreliminary Cost Goals Estimates Achieved Assistance to Community-Based Organizations (Rebuilding S1,380,000 Together, SCAYDIHomeless Prevention, and COTS) The CDC provides assistance to the following community-based uvo organizations: 1.,.. Rebuilding Together - a non-profit community organization that 111) provides free health and safety repairs to homes occupied by CLEAN low-income families with children, seniors, and disabled individuals. 2.... Sonoma County Adult and Youth Development("SCAYD") - the GROW CDC provides assistance to eligible residents experiencing financial difficulty by providing one-time only emergency rental or deposit assistance for housing. 3.... COTS-the CDC owns five (5)homes in the City for which it has contracted with COTS to administer a Shared Housing Program for 15-20 households. The CDC provides ongoing support for the administration of this program. Completion of this project would address depreciated property values and impaired investments Timeframe 2009-10 through 2013-14 Vida Nueva $225,000 The CDC provides funding for permanent assisted-care services at Vida Nueva. The CDC has a contractual obligation to provide the service LIVE provider, COTS, with five payments of$75,000, four of which will occur during the fiscal year 2009/10 through 2013/14 period. //11\ Completion of this project would address depreciated property values CLEAR and impaired investments. Timeframe 2009-10 through 2012-13 6!) GROW Acquisition of Affordability Covenants $2,000,000 If housing funds are available, the CDC would purchase affordability covenants to restrict occupancy of Rohnert Park rental units for 55 years 4,,,E to low and very-low-income households. Completion of this project would address depreciated property values //I IN and impaired investments. CLE.►1+ Timeframe 2009-10 through 2012-13 GROW 14 COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 Project/Description Preliminary Cost Goals Estimates Achieved Subsidies for Non-Profit Housing Development $3,300,000 The CDC would like to utilize bond proceeds to provide subsidies to qualified non-profit housing developers to increase affordable housing L,YI opportunities within the Project Area and City. 10 Completion of this project would address depreciated property values and impaired investments. cuwM Timeframe 2009-10 through 2012-13 1111 slow Total Preliminary Cost Estimate $15,897,000 15 COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 HOUSING COMPLIANCE PLAN Ten Year Outlook of Affordable Housing This Section of the Plan contains the Ten-Year Affordable Housing Compliance Plan ("Compliance Plan") for the Rohnert Park Redevelopment Project Area in accordance with Section 33490(a)(2) of the Redevelopment Law. The Compliance Plan incorporates a summary of the CDC's affordable housing production and expenditure activities to address the requirements of Sections 33334.2, 33334.4, 33334.6, and 33413 of the Redevelopment Law, while presenting an affordable housing production plan for the next five years, the ten-year planning period (2004-05 through 2013-14), and over the life of the Redevelopment Plan. This Compliance Plan sets forth, among other things, the CDC's program for ensuring that the appropriate number of very low-, low-, and moderate-income housing units will be produced as a result of new construction or substantial rehabilitation in the Project Area, as well as the CDC's proposed expenditures of moneys from the Low-and-Moderate-Income Housing Fund ("LMIHF"). Contents of the Compliance Plan This Compliance Plan has been developed to accomplish the following goals: • To account for the number of affordable dwelling units, either constructed or substantially rehabilitated in the Project Area, since its adoption: • To forecast the estimated number of new, substantially rehabilitated or price-restricted dwelling units to be developed or purchased within the Project Area during the planning periods 2009-10 through 2013-14, 2014-15 through 2018-19, and over the life of the Redevelopment Plan: • To forecast the estimated number of very low-, low-and moderate-income dwelling units to be developed, substantially rehabilitated, or purchased by the CDC during the planning periods 2009-10 through 2013- 14, 2014-15 through 2018-19, and over the life of the Redevelopment Plan; • To project the CDC's estimated revenues and expenditures during the planning period and identify the availability of LMIHF moneys for funding affordable housing activities; • To identify implementation policies/programs and potential projects for affordable housing development; • To establish a timeline for implementing this Compliance Plan to ensure that the requirements of Section 33413 are met during the ten-year period between fiscal years 2009-10 and 2018-19; and • To review the consistency of CDC affordable housing goals, objectives, and programs pursuant to the City's Housing Element. 16 COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 Housing Production This Compliance Plan identifies all new residential construction or substantial rehabilitation that has occurred within the Project Area since adoption of the Plan in order to determine affordable housing production needs. It accounts for past residential construction and substantial rehabilitation, and includes projections of new dwelling units that may be constructed or substantially rehabilitated during the current ten-year planning period which extends through June 30, 2014. The Affordable Housing Production table on the following page (Table 1) summarizes the total housing units, both market rate and affordable, produced within the Project Area to date, identifies the actual and projected production requirements, and summarizes the CDC's past production activities (both inside and outside the Project Area). This information is based on historical housing development and projected housing development for the planning periods 2009-10 through 2013-14, 2014-15 through 2018-19, and over the life of the Redevelopment Plan. Historical construction and substantial rehabilitation statistics were provided by the CDC. It should be noted that neither the existing housing units nor projections for future dwelling units include any units to be developed by the CDC. However, the CDC will continue to cooperate with and provide assistance and incentives to private developers in order to fulfill the CDC's affordable housing production requirements. Planning Period Production Needs The CDC does not directly develop or substantially rehabilitate housing units. However, per Section 33413(b) of the Redevelopment Law, not less than 15 percent of the units produced by persons or entities other than the CDC must be affordable to low-and-moderate-income households. Not less than 40 percent of the required affordable units must be available to very-low-income households at an affordable housing cost. In addition, to satisfy the CDC's production requirements, new or substantially rehabilitated units must have recorded 55-year income restrictions or covenants for rental units and 45-year income restrictions or covenants for owner occupied units. The affordable housing units may be constructed inside or outside the Project Area, but units outside the Project Area may only be counted on a 2-for-1 basis. If low-and-moderate-income housing funds are available, the CDC may also purchase affordability covenants on very-low or low-income multifamily units. The Housing Production Needs table (Table 1) on the following page summarizes the housing production activities within the Project Area, including the first five years of the Ten Year Planning Period, and identifies the projected production requirements for FY 2009-10 through 2013-14 of the planning period and over the life of the Redevelopment Plan. As stated above, historical construction and substantial rehabilitation statistics were provided by the CDC. The number of affordable units required is based on statutory thresholds, and the CDC is responsible for ensuring that the appropriate number of affordable units is created during a ten year period. It should be noted that neither the existing housing units nor projections for future dwelling units include any units to be developed by the CDC. However, the CDC will continue to cooperate with and provide assistance and incentives to private developers, in order to fulfill the CDC's affordable housing production requirements 17 COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 Table 1:Actual and Projected Housing Production Needs by Time Period Time Period Actual/Assumed Housing Units Required Affordable Units Constructed and Substantially Total Very Low Rehabilitated in Project Area 1987-88 to 2003-04 rz 1,535 230 92 Ten Year Planning Period 1,293 194 78 2004-05 to 2008-09(Actual) '' 651 98 39 2009-10 to 2013-14 (Forecast)'° 642 96 39 2014-15 to 2018-19 550 83 33 2019-20 to 2026-27 200 30 12 Redevelopment Plan Duration 3,578 537 215 (1987 to 2038)!' Notes: 1/ All required units based on 15 percent of actual/assumed units developed by entities other than the Agency. No units developed bythe Agency. 2/ Provided byCitystaff. 3/ Total units produced within the Project Area based on actual units per City staff 4/ Affordable Units Produced based on actual or estimated affordable units produced(or covenants purchased)during each planning period inside or outside the Project Area. 5/ The surplus affordable units in a 10-year period maybe applied against the unit production requirements during the following ten-year compliance period,while any deficit affordable u must be first produced during the following ten-year compliance period. Source:City of Rohnert Park. According to actual and projected development information supplied by City staff, there were 1,535 housing units built in the Project Area between 1987 and 2004; creating the inclusionary housing need for 230 affordable housing units of which 92 units are required to be restricted to very-low income households. In the current Ten Year Planning Period, it is anticipated that the CDC will need to meet inclusionary requirements for 194 affordable units, including 78 units restricted to very low households. During the fiscal year 2004-05 through 2008-09 planning period, several residential developments occurred within the Project Area with a combined total of 651 housing units, resulting in inclusionary housing requirements of 98 affordable housing units, including 39 very-low income units. The CDC also projects that the proposed development of the Southwest Station Site, Southwest Boulevard Shopping Center and former City Hall site (Avram property), as well as other market-rate residential development within the Project Area, will produce 642 housing units and create an inclusionary housing need for 96 units, including 39 very-low income units . After the completion of the 2009-10 through 2013-14 planning period for this Compliance Plan, it is expected that there will be 550 additional housing units produced within the Project Area between fiscal years 2014-15 through 2018-19, creating a need for 83 affordable housing units: 33 of these units must be made affordable to very-low income households. Further, City staff estimates that an additional 200 housing units will be developed between fiscal years 2019-20 and 2026-27, triggering a requirement for 30 affordable housing units, 12 of which must be made affordable to very-low income households. In summary, over the duration of the Redevelopment Plan, it is estimated that 537 affordable units may be needed, including 215 very-low income units. 18 COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 Affordable Units Produced or Reserved Per Section 33413(b)(4) of the Redevelopment Law, the affordable housing production requirements must be met every ten years, which would reflect the compliance planning period ending June 30, 2014. If the CDC requirements are not met by the end of each 10-year period, the agency shall meet these goals on an annual basis until the requirements for the 10-year period are met. If the agency has exceeded the requirements within the 10-year planning period, the agency may count the units that exceed the requirement in order to meet the requirements during the next 10-year period. The Housing Production Fulfillment table on the following page (Table 2) summarizes the CDC's past production activities, including the first five years of the Ten Year Planning Period, and identifies the anticipated plans to meet identified production requirements for the 2009-10 through 2013-14 planning period and over the life of the Redevelopment Plan. 19 COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 Table 2:Fulfillment of Affordable Housing Production Requirements by Time Period Time Period Units Required Units Produced Additional Units Net Surplus Units (from Table 1) Required Produced Total Verylow Total Very Low Total Very Low Total Very Low 1987-88 to 2003-04 230 92 491 150 0 0 261 58 Men Drive Condominiums 17 0 AltamontApartments 92 23 Aaron House Rehab 1 1 Tower Apartments 50 0 The Gardens 20 8 Mliirfield Apartments 24 24 KiscolOakview 41 4 Covenant Purchases Rancho Feliz M-IP 178 60 Las Casitas MHP 63 25 Shared Livingllnnovatative Housing 5 5 10 Year Planning Period 194 78 273 183 0 0 79 105 2004-05 to 2008-09(Actual)^ 98 39 Redwood Creek 35 0 Centreville 12 6 Marcheseillo 7 1 Park Gardens II 2 1 Arbors 56 33 Mda Nueva 24 24 Covenant Purchases Valley Village M-IP 57 57 2009-10 to 2013.14(Projected) 96 39 Southwest Station Site 17 17 Southwest Blvd.Shopping Center 8 4 Avram/Old City Hall 55 40 2014.15 to 2018.19 83 33 224 75 0 0 142 42 Southwest Blvd.Shopping Center 50 0 Sonoma Mountain Village 120 48 Stadium 54 27 Redevelopment Plan Duration 507 203 988 408 0 0 481 205 (1987-2038) Notes: 1/ Affordable Units Required based on actual or estimated Total Units Produced during each planning penod within the Protect Area pursuant to CRL Section 33413(6) Source:City of Rohnert Park The CDC has proactively worked with private entities to facilitate the production of the required number of inclusionary units over the current Ten Year Planning Period. Based on the CDC's actual and planned developments, the number of affordable housing units produced will be in excess of the units required at the end of the same period. As shown in Table 1, housing development within the Project Area during the fiscal year 2004-05 through 2008-09 planning period triggered a requirement for 98 affordable housing units, including 39 very-low income units. Additionally, as stated previously, the CDC projects that the proposed development of the Southwest Station Site, Southwest Boulevard Shopping Center and former City Hall site (Avram property), as well as other market-rate residential development within the Project Area, will produce 642 housing units and create an inclusionary housing need for 96 units, including 39 very-low income units. Therefore, over the current ten 20 COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 year Compliance Plan period, the CDC must ensure that a total of 194 affordable units are produced, including 78 units available to very-low income households. As shown in Table 2, the affordable housing development within the Project Area during this ten year period, both actual and projected development, will result in a total of 273 affordable housing units, 183 of which are, or will be, available to very-low income households. This creates a surplus of 79 affordable housing units. If very-low income housing units are isolated in this analysis, the CDC would have a surplus of 105 housing units. According to the Redevelopment Law, any surplus affordable housing units produced can by applied toward future affordable housing production requirements within 10 years. Therefore, as shown in Table 2 on the previous page, the CDC will have met its requirements for very low-income units through June 30, 2014, and is projected to have a 79 unit surplus of affordable housing units . This surplus of low- and moderate-income units allows the CDC flexibility with regard to negotiating with developers for future residential development projects. Production Needs over Duration of Redevelopment Plan As shown on Table 1, during the fiscal year 2014-15 through 2018-19 planning period addressed in this Compliance Plan, it is estimated that development projects will yield approximately 550 residential units in the Project Area. The potential development will trigger a requirement for 83 affordable housing units; 33 very low-, and 50 low- or moderate-income restricted units, which are expected to be built as part of the projects (Table 2). Similarly, an estimated 200 housing units are projected to be developed in the Project Area between 2019-20 through the duration of the Redevelopment Plan (fiscal year 2026-27). generating an inclusionary production need of 30 affordable housing units; 18 low-and-moderate-income housing units and 12 very-low-income housing units. These required units are also expected to be developed as part of the housing projects. The CDC may also apply any surplus affordable housing units developed within the previous ten year period to these required units. This allows the CDC flexibility to work with future developers. Replacement Housing Needs The Redevelopment Law requires that whenever dwelling units housing low-and-moderate-income households are destroyed as part of a CDC project, the CDC is responsible for ensuring that an equivalent number of replacement units are constructed or substantially rehabilitated. These units must provide at least the same number of bedrooms destroyed, and 100 percent of the replacement units must be affordable to the same or lower income categories (i.e. very low, low, and moderate) as those removed. The CDC receives a full credit for replacement units created inside or outside the Project Area. According to CDC staff, no units have been destroyed by CDC activity. Additionally, no units are expected to be destroyed or removed as a part of a CDC project during the planning period or over the life of the Redevelopment Plan. Low and Moderate Income Housing Fund The COC's primary source of funding for housing program implementation is the annual set-aside deposits of 20 percent of the CDC's total tax increment in the low-and-moderate-income Housing Fund. The Redevelopment Law requires that not less than 20 percent of all tax increment revenue allocated to the CDC must be used to increase, improve, and preserve the community's supply of housing available, at affordable housing cost, to persons and families of very low-, low-, and moderate-incomes. Table 3 below presents a projection of housing fund revenues and estimated expenditures including the amounts that may be available for housing production activities over the 10-year planning period. In accordance with Redevelopment Law section 33490(a)(2)(A)(i) and based on actual deposits and expenditures to and from the LMIHF in the preceding years, RSG worked with City staff to project the future cash flow for the fund for the next 5 and 10 years. As Table 3 on the next page, it is assumed that the 20 percent of increment deposit to the LMIHF will grow by a conservative 2 percent annual rate. Administration and planning expenditures are assumed to grow at a conservative annual rate of 1 percent after fiscal year 2013-14. 21 COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 Beginning on July 1, 2009, the CDC had a LMIHF balance of $0. Annual deposits to the LMIHF are expected to range from Table 3: Projected Housing Set Aside Deposits approximately $2.6 to $2.7 million annually. In addition, the CDC currently has a balance of $13.7 million in 2007H Tax Fiscal Year LMIHF Deposits Allocation Bond proceeds to be spent on low-and-moderate- income housing projects and programs. Annual Cumulative Targeting of LMIHF Expenditures 2009-10 $ 2,605,309 $ 2,605,309 2010-11 2,605.309 5,210,617 As set forth by Section 33334.4 of the Redevelopment Law, 2011-12 2,605,309 7.815,926 each agency shall expend, over the duration of the 10-year 2012-13 2,672,937 10,488,862 compliance plan period moneys in the LMIHF in proportion to 2013-14 2,741,918 13,230,780 the community needs, both in terms of the income categories as well as for non age-restricted units for low-income households. Effective January 1, 2002, expenditure of housing set-aside revenues is subject to certain legal requirements. At a minimum, the CDC's low and moderate income housing set-aside revenue is to be expended in proportion to the community's need for very low and low income housing, as well as the proportion of the low income population under the age of 65. New legal requirements took effect in 2006 that modified the previous limitation of spending Housing Fund monies on households under the age of 65. Section 33334.4(b) of Redevelopment Law had previously required that an agency spend its Housing Fund monies "in at least the same proportion as the low-income population under age 65 bears to the most recent census." The new statute provides a higher level of specificity to spend monies "in at least the same proportion as the number of low-income households with a member under age 65 bears to the total number of low-income households of the community as reported in the most recent census." The percentage of very low and low income household expenditure requirements are based on Association of Bay Area Governments Regional Housing Needs Assessment ("RHNA") requirements for the City of Rohnert Park for the planning period of January 1, 2006 through June 30, 2014. The percentage of low income households under the age of 65 is based on Comprehensive Housing Affordability Strategy ("CHAS") reports of 2000 Census data as required by SB 527 adopted in 2005. Data relating to low income households under the age of 65 is not readily available from the Census. However, CHAS uses an extrapolation of Census data to calculate the number of low income households under the age of 62; which is the data that may be closest to that which is required by the Redevelopment Law and used in this Plan. The current RHNA numbers, prepared by the Association of Bay Area Governments for the period 2007 through 2014, as stated in the City's Housing Element, reflect a Citywide need for 875 affordable housing units including 273 moderate-income units, 231 low-income units, and 371 very low-income units. For LMIHF expenditure purposes, the RHNA numbers reflect a minimum proportional expenditure obligation of 42.4 percent for very low- Income households, and 26.4 percent for low-income households, while not more than 31.2 percent may be expended to assist moderate-income households. According to the CHAS data, 17 percent of the City's Census 2000 households were over the age of 62, while 83 percent of households were under the age of 62, as shown above in Table 4. Table 4 on the following page presents the Agency's requirements over the Ten Year Planning Period for Housing Fund expenditures, from January 1, 2002 June 30, 2014. 22 COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plat •. Y.2009-10 through FY 2013-14 Table 4: Housing Expenditure Targeting Requirements Household Type Minimum Percentage of Housing Set-Aside Expenditures Between 2002 and 2014 Before 1/06'1 After 1/06f2 Households Under Age 65 i3 ° 91 9% 83.0% Very Low Income Households 31.5% 42.4% Low Income Households 21.9% 26.4% Notes: 1/ Prior to January 1, 2006, percentage targets for households under age 65 were based on total households, not just low income households. Prior to January 1,2006, the breakdown of the City's Regional Housing Needs Assessment fair share goals included 31 percent to very low income households and 22 percent to low income households. 2/ Effective January 1, 2006,AB 527(Alquist)enacted a change to how targets to households under age 65 should be determined, specifically to limit the percentage to low income households in the community_ As a result, the targets changed in 2006. However, because such data is not available directly from the Census,common practice is to use data for households under the age of 62 as reported in the Comprehensive Housing Affordability Strategy. (http:/socds.org/chas/index.htm) 3/ According to 2000 Census data, 12,864 of a total of 15,505 households(83 percent)are under age 65. (www.census.gov) 4/ Targets beginning January 1, 2006 based on CHAS data as shown. Source: ESRI Business online, Bay Area Association of Governments; State of Cities Data System Between 2002 and 2006, the CDC's expenditures on non-senior housing were expected to be proportional to the prior requirement of 91.9% percent. Expenditures on very-low and low income households within the same period were expected to be at lease 31.5 percent and 21.9 percent of total LMIHF expenditures, respectively. However. for expenditures after 2006. and including this current implementation plan period, the minimum requirement for non-senior housing expenditures is 83 percent of total LMIHF expenditures. The minimum requirement for very-low and low housing after 2006 is 42.4 percent and 26.4 percent of total LMIHF expenditures, respectively. Over the next five years of the compliance planning period, available LMIHF revenue is required to be allocated based on these RHNA-based ratios. Housing Set-Aside Expenditures since January 2002 The proportionality requirements affect expenditures over a ten year period, although the Redevelopment Law permits the initial compliance to be reported for a period beginning January 2002 and ending June 30, 2014. Table 5 on the following page documents the amount of LMIHF revenues utilized since January 2002 for these income categories. The CDC is required to fulfill its target requirements by FY 2013-14. 23 COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 Table 5:Expenditure Targeting Status -Actual and Planned Expenditures Total ' Very Low Low Households Income Income Under Age 65 Expenditure Targeting Summary Actuals (2001-02 through 2008-09) S 16,818,484 $ 8,608,507 $ 7,076,398 $13,236,338 Planned(2009-10 through 2013-14)'2 $ 10,747,000 7,866,411 2,880,589 10,720,911 Planning Period Projected Totals 27,565,484 16,474,918 9,956,987 23,957,249 Planning Period Targets ''1 13,521,821 11,507,395 25,072,397 Potential Surplus!(Shortfall) 2,953,097 (1,550,408) (1,115,149) Notes: 1/ Based on FY2004-05 thru 2008-09 Implementation Plan and City of Rohnert Park HCD Reports and housing data. Also includes moderate income household and senior housing expenditures which are not subject to proportionality requirements. 2/ Planned expenditures based on projects listed in 2009-10 Implementation Plan and are subject to change. 3/ Targets based on estimates of planned expenditures and targeting percentages shown in Table 4. Actual targets are based on actual expenditures at the end of the 2001-02-2013-14 compliance period. Source:Five Year Implementation Plan 2004-05 through 2008-09.City of Rohnert Park HCD Reports,financial statements and estimated housing fund expenditures Total Expenditures As Table 5 demonstrates, the CDC has spent approximately $16.8 million from the LMIHF between fiscal years 2001-02 through 2008-09 on various affordable housing projects and programs. During the next five years, fiscal years 2009-10 through 2013-14, the CDC estimates that approximately $10.7 million of LMIHF will be spent on programs for very low, low and moderate income households. Very Low Income Based on these actual and planned expenditures for very low income households, the CDC will meet and exceed the proportional spending targets for very-low income households by the end of the ten year planning period ending fiscal year 2013-14. Actual expenditures since January 2002 total $8.6 million, and planned expenditures over the next five years are estimated at $7.9 million, resulting in a combined total of $16.5 million. Planning period targets are based on RHNA figures and are estimated at $13.5 million. As shown in Table 5, the CDC will exceed these requirements and have a surplus of approximately $3 million. Historically, the CDC has focused expenditures primarily on very-low income household, as shown by the $2.9 million surplus in expenditures for this income category. Low Income Actual and planned expenditures for low income households during the Housing Compliance Plan 10-year period are $7.1 million and $2.9 million, respectively, resulting in a total of $10 million for this income category. However, the planning period targets, based on RHNA figures, dictate that the CDC needed to spend $11.5 million on low income housing projects and programs. Information presented in Table 5 above reflects this anticipated shortfall of approximately S1.5 million for low income households based on planning period targets. The CDC will need to expend additional LMIHF on low income projects beyond those identified in this Implementation Plan in order to comply with income targets anticipated at this point in time. 24 COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 Households Under Age 65 With regard to LMIHF expenditures for households under the age of 65, Table 5 on the previous page shows that over the ten-year compliance period, the CDC will have spent approximately $24 million on affordable housing projects for households under the age of 65. Pursuant to current CHAS guidelines, the targeted minimum expenditure for households under the age of 65 for the planning period is $25.1 million. Table 5 on the previous page shows a shortfall of approximately $1.1 million of expenditures for households under the age of 65. It is important to note that that the CDC anticipates only $26,000 in LMIHF expenditures between fiscal year 2009-10 and 2013-14, on the Rebuilding Together and SCAYD/Homeless Prevention Programs. The remaining $10.7 of anticipated housing expenditures during this period will be spent assisting households under the age of 65. Family Units Assisted by the Housing Fund State law also requires a recap of the affordable housing projects for families (households under the age of 65) assisted by the LMIHF over the past implementation plan period. Table 6 on the following page summarizes these statistics by project from July 2004 through June 2009. 25 COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF ROHNERT PARK Five Year Implementation Plan: FY 2009-10 through FY 2013-14 Table 6: Housing Expenditures oFillifflrenlor Family Projects . .. ' - - — —11111 Units Assisted by Housing Set-Aside Fund Housing (FY2001-02 through 2008-09) Set-Aside Project/Location Expenditures Extr.Low Very Low Low Moderate Total Family Projects $13,236,338 91 281 809 30 1,211 82% First Time Homebuyer $ 977,000 0 3 24 29 56 Rehab Loan Program $ 691,651 0 11 11 1 23 Transitional Housing Program and $ 2,103,760 62 0 0 0 62 property purchases Homeless prevention(SCYAD, $ 868,167 0 138 473 0 611 Petaluma People Services, Sonoma Grove) Rebuilding Together $ 568,850 29 0 70 0 99 Las Casitas MHP $ 250,000 0 0 38 0 38 Rancho Feliz S 500,000 0 60 118 0 178 The Arbors $ 4,015.000 0 22 34 0 56 Vida Nueva $2,495,000 0 23 0 0 23 COTS Support Services $ 459.812 0 20 0 0 20 Kisco $ 307,097 0 4 41 0 45 Senior Projects $ 2,998,975 0 91 247 0 338 18% Oakview $ 450,000 0 4 37 0 41 Valley Village Mobile Home Park S 1,200,000 0 57 57 0 114 Rebuilding Together S 8,000 0 2 0 0 2 Outside PA Rebuild Together $ 4,000 0 1 0 0 1 Sonoma Co.CDC Rehab.Program $ 126,318 0 3 0 0 3 SCYAD/Homeless Prevention $ 10.657 0 7 0 0 7 Copeland Creek Apartments $ 1,200,000 0 17 153 0 170 Totals $16,235,312 91 372 1,056 30 1,549 100% Source:City of Rohnert Park HCD Reports and City staff. Housing Units Constructed during Prior Implementation Plan Period without LMIHF During the prior implementation plan period, the Redwood Creek (232 total units with 35 units available to low income households), Centreville (76 total units, with 12 low and 6 very-low income units), and Park Gardens 11(20 units, with 1 very low and 1 low income units) projects were constructed within the Project Area without Agency assistance. These restricted units were produced by implementation of its Inclusionary Housing Ordinance on each of these developments. 26 r