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10A Action 2014 0902
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10A Action 2014 0902
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Last modified
9/15/2014 10:09:04 AM
Creation date
8/26/2014 5:28:19 PM
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CM City Clerk-City Council
CM City Clerk-City Council - Document Type
Staff Report
Document Date (6)
9/2/2014
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PERM
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_CC Agenda 2014 0902 CS+RG
(Reference)
Path:
\City Clerk\City Council\Agenda Packets\2014\Packet 2014 0902
SA Reso 2014-004
(Reference)
Path:
\City Clerk\City Council\Resolutions\2014
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<br />i <br />TABLE OF CONTENTS <br /> <br /> Page Page <br />INTRODUCTION ................................................... 2 <br />Authority and Purpose ....................................... 2 <br />The City and the Successor Agency ................. 3 <br />The Redevelopment Plans and the Project <br />Areas ............................................................. 4 <br />Tax Allocation Financing ................................... 4 <br />Authority to Issue Refunding Bonds .................. 5 <br />Security for the 2014 Bonds .............................. 5 <br />Limited Obligation .............................................. 6 <br />Debt Service Reserve Account ......................... 6 <br />Application for Bond Insurance and Reserve <br />Fund Surety Bond ......................................... 6 <br />Professionals Involved in the Offering ............... 6 <br />Further Information ............................................ 7 <br />REFUNDING PLAN ............................................... 8 <br />Refunding of the 2002 Bonds ............................ 8 <br />Refunding of the 2004 Bonds ............................ 8 <br />Estimated Sources and Uses of Funds ............. 9 <br />Debt Service Schedule .................................... 10 <br />THE 2014 BONDS .............................................. 11 <br />Authority for Issuance ...................................... 11 <br />Description of the 2014 Bonds ........................ 11 <br />Redemption ..................................................... 11 <br />Additional Bonds ............................................. 14 <br />THE DISSOLUTION ACT .................................... 14 <br />SECURITY FOR THE 2014 Bonds ..................... 16 <br />Pledge Under the Indenture ............................ 16 <br />Tax Revenues ................................................. 16 <br />Flow of Funds Under the Indenture ................. 17 <br />Debt Service Reserve Account ....................... 19 <br />Limited Obligation ............................................ 20 <br />Recognized Obligation Payment Schedules ... 21 <br />Pass-Through Agreements ............................. 24 <br />Section 33676 Payments ................................ 25 <br />Statutory Pass-Through Payments ................. 25 <br />Housing Set-Aside ........................................... 26 <br />PROPERTY TAXATION IN CALIFORNIA .......... 26 <br />Property Tax Collection Procedures ............... 26 <br />Teeter Plan ...................................................... 28 <br />Unitary Property .............................................. 28 <br />Article XIIIA of the State Constitution .............. 29 <br />Appropriations Limitation - Article XIIIB ........... 30 <br />Proposition 87 ................................................. 31 <br />Appeals of Assessed Values ........................... 31 <br />Proposition 8 ................................................... 31 <br />Propositions 218 and 26 ................................. 32 <br />Future Initiatives .............................................. 32 <br />THE SUCCESSOR AGENCY TO THE <br />REDEVELOPMENT AGENCY ........................ 33 <br />OF THE CITY OF San Leandro ........................... 33 <br />Successor Agency Powers .............................. 33 <br />Status of Compliance with Dissolution Act ...... 33 <br />THE PROJECT AREAS ....................................... 34 <br />Project Areas in the Aggregate ........................ 34 <br />Land Use in the Project Areas ......................... 35 <br />Summary of Assessed Value History in the <br />Project Areas ............................................... 37 <br />Unitary Property ............................................... 38 <br />The Redevelopment Plan for the Plaza <br />Project Area ................................................. 38 <br />The Redevelopment Plan for the West San <br />Leandro/MacArthur Boulevard Project <br />Area ............................................................. 41 <br />Low and Moderate Income Housing Set- <br />Aside ........................................................... 42 <br />Major Taxable Property Owners ...................... 42 <br />Tax Rates ........................................................ 44 <br />Appeals of Assessed Values; Proposition 8 .... 45 <br />Historical and Estimated Taxable Valuation <br />and Available Net Tax Increment ................ 49 <br />Projected Available Net Tax Increment and <br />Estimated Debt Service Coverage .............. 52 <br />RISK FACTORS .................................................. 55 <br />Recognized Obligation Payment Schedule ..... 55 <br />Challenges to Dissolution Act .......................... 57 <br />Reduction in Taxable Value ............................. 57 <br />Risks to Real Estate Market ............................ 58 <br />Plan Limits ....................................................... 58 <br />Concentration of Property Ownership .............. 59 <br />Reduction in Inflationary Rate .......................... 59 <br />Development Risks .......................................... 60 <br />Levy and Collection of Taxes ........................... 60 <br />Bankruptcy and Foreclosure ............................ 60 <br />Estimated Revenues ........................................ 61 <br />Hazardous Substances .................................... 61 <br />Natural Disasters ............................................. 61 <br />Changes in the Law ......................................... 62 <br />Loss of Tax-Exemption .................................... 62 <br />Secondary Market ............................................ 62 <br />TAX MATTERS .................................................... 63 <br />CONCLUDING INFORMATION ........................... 64 <br />Underwriting ..................................................... 64 <br />Legal Opinion ................................................... 64 <br />Litigation .......................................................... 65 <br />Rating .............................................................. 65 <br />Continuing Disclosure ...................................... 65 <br />Audited Financial Statements .......................... 66 <br />Miscellaneous .................................................. 66 <br /> <br />APPENDIX A – SUMMARY OF CERTAIN PROVISIONS OF THE INDENTURE <br />APPENDIX B – FORM OF BOND COUNSEL OPINION <br />APPENDIX C – BOOK-ENTRY ONLY SYSTEM <br />APPENDIX D – FORM OF SUCCESSOR AGENCY CONTINUING DISCLOSURE CERTIFICATE <br />APPENDIX E – SUCCESSOR AGENCY FINANCIAL STATEMENTS FOR FISCAL YEAR 2012-13 <br />APPENDIX F – STATE DEPARTMENT OF FINANCE APPROVAL LETTER <br />APPENDIX G – SUPPLEMENTAL INFORMATION-CITY OF SAN LEANDRO <br />APPENDIX H – FISCAL CONSULTANT’S REPORT <br />
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