ARA1995-06RESOLUTION NO. /~R~9 5-6
A RESOLUTION OF THE ANAHEIM REDEVELOPMENT AGENCY
AUTHORIZING THE MODIFICATION OF THE SCHEDULE OF FULL
REPAYMENT TO THE LOW AND MODERATE INCOME HOUSING FUND OF
MONEYS BORROWED TO MAKE THE 1992-1993 EDUCATIONAL REVENUE
AUGMENTATION FUND PAYMENT; AND AUTHORIZING A LOAN FROM THE
LOW AND MODERATE INCOME HOUSING FUND TO PAY ALL OR A
PORTION OF THE 1994-1995 FISCAL YEAR STATE MANDATED AMOUNT TO
THE EDUCATIONAL REVENUE AUGMENTATION FUND; AND MAKING
CERTAIN FINDINGS CONCERNING THE EXPENDITURE OF MONIES FROM
THE LOW AND MODERATE INCOME HOUSING FUND FOR ELIGIBLE COSTS
OF THE AFFORDABLE HOUSING UNITS FOR THE AREA 5 TOWNHOMES;
AND ADOPTING THE DEFICIT PAYMENT PLAN TO ELIMINATE THE
DEFICIT OF THE LOW AND MODERATE INCOME HOUSING FUND
WHEREAS, the Anaheim Redevelopment Agency ("Agency") is a public body corporate
and politic formed and exercising its powers pursuant to the Community Redevelopment Law of
California, Health and Safety Code Section 33000, et seq. (the "Law");
WHEREAS, the Educational Revenue Augmentation Fund and implementing procedures
were established and added to the California Community Redevelopment Law, Health and Safety
Code, 33000, et seq., particularly Section 33680, et seq., which statutes provide that during the
1992-93, 1993-1994, and 1994-1995 Fiscal Years each redevelopment agency shall allocate to the
Educational Revenue Augmentation Fund, prior to May 10 of the applicable Fiscal Year, an
amount determined pursuant to a formula contained therein (the "ERAF Payment"); and
WHEREAS, the Agency has timely made the 1992-1993 ERAF Payment and the 1993-
1994 ERAF Payment; and
WHEREAS, Health and Safety Code Section 33681 Co) (1) provides that in order to make
a full ERAF Payment in the 1992-1993 Fiscal Year as required by that section, the Agency was
authorized to borrow up to Fifty Percent (50%) of the amount required to be allocated to the Low -
and Moderate Income Housing Fund in Fiscal Year 1992-93 to make the full ERAF Payment for
that Fiscal Year;
WHEREAS, by Resolution No. ARA 93-3 adopted on March 2, 1993 the Agency did
borrow $1,604,784.00 of the amount allocated to the Low and Moderate Income Housing Fund in
Fiscal Year 1992-1993 to make a portion of such ERAF Payment and established by that resolution
that the Agency would make annual repayments to the Low and Moderate Income Housing Fund of
one-tenth of such amount borrowed on or before the last day of each of Fiscal Years 1993-1994
through 2002-2003, with the last payment date due on or before June 30, 2003; and
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WHEREAS, by this Resolution the Agency desires to revise the timing of such repayment
as permitted by Section 33680 (b) (2) to delete annual payments and obligate the Agency to repay
in full the amount borrowed for the 1992-1993 Fiscal Year from the Low and Moderate Income
Housing Fund on or before June 30, 2003 and to confirm its obligation to repay to the Low and
Moderate Income Housing Fund the full sum borrowed to fund the 1992-1993 Fiscal Year ERAF
Payment;
WHEREAS, as to the 1994-1995 Fiscal Year pursuant to Section 33681.5 (a) (2) the
California Director of Finance has notified the Agency that the ERAF Payment for 1994-1995
Fiscal Year is One Million Ninety-Two Thousand Eight Hundred Forty-Three Dollars and Fifteen
Cents ($1,092,843.15); and
WHEREAS, consistent with the right set forth in the above-described Health and Safety
Code Section 33681 (b) (1), Section 33681.5 (b) (1) provides that in order to make the full ERAF
Payment for the 1994-1995 Fiscal Year required by that section, a redevelopment agency may
borrow up to Fifty Percent (50%) of the amount required to be allocated to the LOw and Moderate
Income Housing Fund in Fiscal Year 1994-95; and
WHEREAS, Health and Safety Code Section 33681.5 (b) (2) provides that as a condition
for borrowing pursuant to that subdivision, a redevelopment agency shall make a finding that there
are insufficient other monies to meet the requirements of Section 33681.5; and
WHEREAS, the staff report which accompanies this Resolution concludes that there are
insufficient funds remaining, after payment of all sums required by existing bonded indebtedness
and other existing agreements, and payment of all administrative expenses, to make the ERAF
Payment required by Health and Safety Code Section 33681.5; and
WHEREAS, based on the best available data at this time, the Agency projects that
approximately Three Million Seven Hundred Thousand Dollars ($3,700,000.00) will be required
pursuant to Health and Safety Code Sections 33334.2 and 33334.6 to be placed into the Agency's
Low and Moderate Income Housing Fund in Fiscal Year 1994-1995; and
WHEREAS, the Agency intends that this Resolution shall evidence its obligation to repay
to the Low and Moderate Income Housing Fund any sums borrowed to fund the ERAF Payment
allocations; and
WHEREAS, the Agency has been advised by its special legal counsel that there exist
questions regarding the authority of the State to require redevelopment agencies to pay the ERAF
Payment; and
WHEREAS, pursuant to Sections 33334.2 and 33334.6 et seq. of the Law (the "Affordable
Housing Requirements"), the Agency has established the Low and Moderate Income Rousing Fund
to improve, increase and preserve housing for low and moderate income persons and families
available at an affordable housing cost (as those terms are defined in the Law and Sections 50052.5
and 50093 of the Health and Safety Code); and
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WHEREAS, pursuant to the Affordable Housing Requirements, specifically Section
3333zt.6 of the Law, the Agency by Resolution Nos. 90-10, 90-11, and 90-12 has established a
deficit (the "Deficit") in which monies are due to the Low and Moderate Income Housing Fund
because in certain prior fiscal years existing programs and existing obligations of the Agency
prevented the Agency from setting aside a certain amount of money into the Low and Moderate
Income Housing Fund; and
WHEREAS, the Agency and Kaufman and Broad of Southern California, Inc., a
California corporation (the "Developer") have entered into a Disposition and Development
Agreement ("DDA") concerning the development of one hundred fifty-two (152) new attached and
detached single family residential units (the "Project") of which sixty-five (65) units in the Project
are townhomes and eighty-seven (87) units in the Project are single family detached homes, a
portion of which when developed will be available for purchase and occupancy by low and
moderate income families and households at an affordable housing cost pursuant to the Affordable
Housing Requirements (the portion of the townhomes and single family detached homes which are
affordable pursuant to the Affordable Housing Requirements are herein called the "Affordable
Units"); and
WHEREAS, certain costs incurred and to be incurred by the Agency for acquisition,
predevelopment, relocation, site preparation, construction and other costs are attributable to the
Affordable Units (herein the "Eligible Costs") and such Eligible Costs have been and will be
incurred for the purpose of increasing and improving the community's supply of low and moderate
income housing available at an affordable housing cost pursuant to the Affordable Housing
Requirements; and
WHEREAS, the monies available in the Low and Moderate Income Housing Fund for
payment of Eligible Costs of the Project for the Affordable Units due to the Deficit were not and
are not sufficient to pay for all of such Eligible Costs, and the Agency has advanced and expended
monies from the Agency's tax increment fund (the "Fund 721-Operating Account"), and the
Agency desires to make additional advances to the Low and Moderate Income Housing Fund from
the Fund 721-Operating Account to pay for all or a portion of such Eligible Costs for the
development and completion of the Affordable Units; and
WHEREAS, as of the date of the Agency's approval of the DDA as set forth in the
Summary Report prepared pursuant to Section 33433 of the Law as a part of the public hearing on
the DDA, the Agency's projection of total Project costs were about Seventeen Million Dollars
($17,000,000.00) (a portion of which costs have already been incurred and expended from the
Fund 721 Operating Account), of which it is estimated that about Five Million Five Hundred
Thousand Dollars ($5,500,000) are and will be attributable to Eligible Costs for the Affordable
Units and which costs have been and will continue to be advanced to the Low and Moderate
Income Housing Fund; and
WHEREAS, the estimated percentage of such Eligible Costs is based on the estimated
portion of land assembled for the Project on which Affordable Units will be developed and sold to
and occupied by eligible low and moderate income buyers pursuant to the Affordable Housing
Requirements; and
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WHEREAS, the total Purchase Price to be paid by the Developer to the Agency under the
DDA, and all amendments thereto, will be accounted for in the hereinafter described accounting
and reconciliation of the Eligible Costs to cause a net amount of Agency Project costs of about
Fourteen Million Two Hundred Seventy Three Thousand Dollars ($14,273,000); and
WHEREAS, by this Resolution the Agency desires to establish a debt (the "Area 5 Debt")
of the Low and Moderate Income Housing Fund from the advance of Fund 721-Operating Account
monies, the repayment or offset of which shall be made from future tax increment funds and other
monies available in the Low and Moderate Income Housing Fund; and
WHEREAS, by this Resolution the Agency desires to affirm the purpose and benefit of the
Eligible Costs for the development and completion of the Affordable Units; and
WHEREAS, further by this Resolution the Agency desires to direct the Executive Director
of the Agency when the Affordable Units are completed and sold to low and moderate income
buyers pursuant to the Affordable Housing Requirements to cause an accounting of the Project
costs (i) to reconcile and confirm the amount of such Project costs which are attributable to Eligible
Costs for the Affordable Units, and (ii) to determine which Affordable Units have been sold to and
occupied by low and moderate income persons and families at an affordable housing cost, and
(iii) to determine if covenants of not less than ten (10) years ("Affordable Term") have been
recorded with such Affordable Units to insure the continued occupancy by and availability to low
and moderate income persons and families for the Affordable Term, all pursuant to the Affordable
Housing Requirements; and
WHEREAS, because the Agency has established the Deficit by Resolution Nos.
90-10, 90-11, and 90-12 pursuant to Section 33334.6 of the Affordable Housing Requirements it is
also required by subsection (g) of that section to adopt a plan to eliminate such Deficit in
subsequent years as determined by the Agency; and
WHEREAS, the Agency desires by this Resolution to describe and adopt such plan to
eliminate the Deficit (the "Deficit Payment Plan"); and
WHEREAS, the Agency intends to fully fund the Deficit on or before July 18, 2008,
which date is before the date the effectiveness of the Project Alpha Redevelopment Plan ends; and
WHEREAS, the Agency intends to expend the monies paid into the Low and Moderate
Income Housing Fund through the Deficit Payment Plan pursuant to and in compliance with the
Affordable Housing Requirements; and
WHEREAS, as a part of the Deficit Payment Plan, the Agency, to the extent warranted,
intends to avail itself of the rights and comply with the obligations set forth in Sections 33333.4 (c),
33333.6 (a) (1), 33333.6 (g), and 33334.6 (g) of the Law, and any other applicable laws or
regulations, which permit the Agency to modify and extend certain time and financial limitations in
the Project Alpha Redevelopment Plan in order to fully fund the Deficit and to fully and properly
expend such monies in accordance with all applicable Affordable Housing Requirements and other
provisions of the Law.
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NOW, THEREFORE, THE ANAHEIM REDEVELOPMENT AGENCY DOES
HEREBY RESOLVE AS FOLLOWS:
Section 1. The Agency does modify the payment schedule for the full repayment of the
moneys borrowed from the Low and Moderate Income Housing Fund in the 1992-1993 Fiscal Year
by deleting an annual repayment schedule and hereby establishing that the full amount borrowed
shall be repaid in full on or before June 30, 2003. Further, the Agency confirms its obligation to
repay to the Low and Moderate Income Housing Fund on or before June 30, 2003 the full sum
borrowed to fund the 1992-1993 Fiscal Year ERAF Payment.
Section 2. The Agency hereby finds that based upon the information presented in the
staff report accompanying this Resolution, the Agency has insufficient other monies to pay the
1994-1995 ERAF Payment required by Health and Safety Code Section 33681.5 (a) without
borrowing from the Agency's Low and Moderate Income Housing Fund.
Section 3. The Agency is hereby authorized to borrow up to One Million Eight
Hundred Fifty Thousand Dollars ($1,850,000.00) from the Agency's Low and Moderate Income
Housing Fund, which is projected to be Fifty Percent (50%) of the amount required to be allocated
to the Agency's Low and Moderate Income Housing Fund pursuant to Health and Safety Code
Sections 33334.2, 33334.3 and 33334.6 during the 1994-95 fiscal year, to be used to pay the
Agency's ERAF Payment obligation pursuant to Health and Safety Code Section 33681.5. Such
borrowed amount shall be repaid in full to the Agency's Low and Moderate Income Housing Fund
on or before June 30, 2004. If such borrowed amount is greater than Fifty Percent (50%) of the
actual amount required to be allocated to the Agency's Low and Moderate Income Fund in the
1994-1995 Fiscal Year, as determined by the Agency Treasurer and Executive Director as soon as
feasible following the conclusion of the 1994-1995 Fiscal Year, the excess amount which was
borrowed shall be repaid to the Agency's Low and Moderate Income Housing Fund as soon as
possible.
Section 4. The Executive Director of the Agency is hereby authorized, in cooperation
with the City Manager, to report to the Orange County Auditor that the Agency intends to fund the
allocation required by Section 33681.5 through funds borrowed from the Agency's Low and
Moderate Income Housing Fund as provided herein, as well as other revenues derived from tax
increment funds. The Executive Director, in cooperation with the City Manager, is authorized and
directed to state in such report that nothing in such report shall be construed to waive the Agency's
rights to contest the constitutionality or legality of such requirement, and that such payment will be
made under protest due to the Agency's belief that such payment requirement is unconstitutional
and illegal.
Section 5. The Agency acknowledges and approves the advance, expenditure, and
accounting of funds from the Fund 721 Operating Account to the LOw and Moderate Income
Housing Fund for the Area 5 Project costs attributable to the Eligible Costs for the Affordable
Units.
Section 6. The Agency hereby establishes the Area 5 Debt as a debt of the LOw and
Moderate Income Housing Fund due to the Fund 721-Operating Account, the amount of debt shall
be the monies advanced above pursuant to Section 5.
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Section 7. As tax increment and/or other Agency funds are allocated, received and
available in the Low and Moderate Income Housing Fund: the Executive Director shall commence
repayment of the Area 5 Debt, and/or, as elected by the Agency, offset cancellation of an Agency
deficit to the Low and Moderate Income Housing Fund, or other acceptable accounting method to
payoff such Area 5 Debt, as reasonable and feasible with due consideration to the Deficit, the
Deficit Payment Plan, and all other obligations and programs of the Agency from the Low and
Moderate Income Housing Fund.
Section 8. The Affordable Units and the Eligible Costs incurred and to be incurred
therefor meet the intent and requirements of the Affordable Housing Requirements.
Section 9. After the completion of the Affordable Units and the sale to and occupancy
of such Affordable Units by low and moderate income persons and families at an affordable
housing cost pursuant to the Affordable Housing Requirements, the Executive Director shall cause
an accounting of the Project costs and reconcile and confu-m the amount of such Project costs
which are attributable to Eligible Costs for the Affordable Units. Further, the Executive Director
shall confirm for purposes of such accounting and reconciliation the number of such Affordable
Units which were sold to and are then occupied by low and moderate income persons or families at
an affordable housing cost and for which covenants for the Affordable Term have been recorded
against the subject property in conformity with the Affordable Housing Requirements.
Section 10. The Agency adopts a Deficit Payment Plan to fully fund the Deficit and
hereby establishes that on or before July 18, 2008 it shall fully fund the Deficit.
Section 11. As a part of the Deficit Payment Plan, the Agency, to the extent warranted,
will and shall avail itself of the rights and obligations set forth in Sections 33333.4 (c),
33333.6 (a) (1), 33333.6 (g), and 33334.6 (g), and any other applicable laws or regulations, which
permit the Agency to modify and extend those certain time and financial limitations which are set
forth in the Project Alpha Redevelopment Plan in order to fully fund the Deficit and to fully and
properly expend such monies in accordance with all applicable Affordable Housing Requirements
and other provisions of the Law.
Section 12. The Recitals set forth above in this Resolution are true and correct and are
fully incorporated into the findings hereof.
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THE FOREGOING RESOLUTION NO.3.P,~95-0NAS PASSED, APPROVED AND
ADOPTED this 25~_h day of 34~ri1 1995.
ATTEST:
Agency Secretary ~-
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STATE OF CALIFORNIA )
COUNTY Of ORANGE ) ss.
CITY OF ANAHEIM )
I, LEONORA N. SOHL, Secretary of the Anaheim Redevelopment Agency, do hereby certify that the foregoing
Resolution No. ARA95-6 was passed and adopted at a regular meeting of the Anaheim Redevelopment Agency held
on the 25th day of April, 1995, by the following vote of the members thereof:
AYES:
CHAIRMAN/AGENCY: Tait, Lopez, Zemel, Da-ly
NOES:
CHAIRMAN/AGENCY: None
ABSENT:
CHAIRMAN/AGENCY: Feldhaus
AND I FURTHER CERTIFY that the Chairman of the Anaheim Redevelopment Agency signed said Resolution
No. ARA95-6 on the 25th day of April, 1995.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 25th day of April, 1995.
SECRETARY OF EDEVELOPMENT AGENCY
(SEAL)