HomeMy WebLinkAbout061318 OB SARDA Agenda
ACTION MINUTES
OVERSIGHT BOARD OF THE SUCCESSOR AGENCY TO THE
TEMECULA REDEVELOPMENT AGENCY
REGULAR MEETING
COUNCIL CHAMBERS
41000 MAIN STREET
TEMECULA, CALIFORNIA
JANUARY 24, 2018 – 6:30 PM
Next in Order:
Resolution: 18-01
CALL TO ORDER:
John Kelliher, Chairperson
Roll Call: Gonzalez, Meyer, Ordway-Peck, Thornhill, Venable
ABSENT: KELLIHER, TURNER
PUBLIC COMMENTS
There were no speakers.
NOTICE TO THE PUBLIC
All matters listed under Consent Calendar are considered to be routine and all will be
enacted by one roll call vote. There will be no discussion of these items unless Members
of the Oversight Board request specific items be removed from the Consent Calendar for
separate action.
CONSENT CALENDAR
1 Minutes
RECOMMENDATION:
1.1
(Continued from the regular meetings of September 13, 2017 and January 24,
ITEM WAS
2018) Approve the Special Meeting Action Minutes of July 5, 2017
CONTINUED TO THE NEXT MEETING DUE TO INSUFFICIENT QUORUM OF
BOARD MEMBERS FROM THE MEETING OF JULY 5, 2017
1.2(Continued from the regular meeting of January 24, 2018) Approve the Regular
ITEM WAS CONTINUED TO
Meeting Action Minutes of September 13, 2017
THE NEXT MEETING DUE TO INSUFFICIENT QUORUM OF BOARD
MEMBERS FROM THE MEETING OF SEPTEMBER 13, 2017
1
BOARD BUSINESS
2 Approve Recognized Obligation Payment Schedule for the Period of July 1, 2018
APPROVED BY A 5-0-2 VOTE. VOTE
through June 30, 2019(ROPS 18-19)
REFLECTED UNANIMOUS APPROVAL
RECOMMENDATION:
2.1 That the Oversight Board of the Successor Agency to the Temecula
Redevelopment Agency adopt the resolution entitled:
RESOLUTION NO. OB SARDA 18-01
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE OVERSIGHT
BOARD OF THE SUCCESSOR AGENCY TO THE TEMECULA
REDEVELOPMENT AGENCY APPROVING A RECOGNIZED OBLIGATION
PAYMENT SCHEDULE FOR THE PERIOD OF JULY 1, 2018 THROUGH JUNE
30, 2019 PURSUANT TO HEALTH AND SAFETY CODE SECTION 34177 AND
TAKING CERTAIN ACTIONS IN CONNECTION THEREWITH
3 Election of Chairperson and Vice Chairperson
3.1 Entertain motions from the Board of Directors to appoint the Chairperson,
BOARD
effective January 1, 2018, to preside until December 31, 2018
MEMBER KELLIHER WAS NOMINATED TO SERVE AS CHAIRPERSON.
APPROVED BY A 5-0-2 VOTE. VOTE REFLECTED UNANIMOUS APPROVAL.
3.2 Entertain motions from the Board of Directors to appoint the Vice Chairperson,
effective January 1, 2018, who will assume the duties of the Chairperson in the
BOARD
Chairperson’s absence, and hold this office until December 31, 2018
MEMBER THORNHILL WAS NOMINATED TO SERVE AS VICE
CHAIRPERSON. APPROVED BY A 5-0-2 VOTE. VOTE REFLECTED
UNANIMOUS APPROVAL.
ADJOURNMENT
Vice-Chairperson Meyer adjourned the meeting at 6:34 PM to the next regular meeting:
Wednesday, February 14, 2018, 6:30 PM, Council Chambers, 41000 Main Street, Temecula,
California.
___________________________________
John Meyer
Vice-Chairperson
___________________________________
Aaron Adams
Executive Director
ATTEST:
________________________________
Randi Johl, City Clerk/Secretary
2
ACTION MINUTES
OVERSIGHT BOARD OF THE SUCCESSOR AGENCY TO THE
TEMECULA REDEVELOPMENT AGENCY
REGULAR MEETING
COUNCIL CHAMBERS
41000 MAIN STREET
TEMECULA, CALIFORNIA
SEPTEMBER 13, 2017 – 6:30 PM
Next in Order:
Resolution: 17-03
CALL TO ORDER:
John Kelliher, Chairperson
Roll Call: Gonzalez, Kelliher, Meyer, Thornhill
ABSENT: ORDWAY-PECK, TURNER, VENABLE
PUBLIC COMMENTS
There were no speakers.
NOTICE TO THE PUBLIC
All matters listed under Consent Calendar are considered to be routine and all will be
enacted by one roll call vote. There will be no discussion of these items unless Members
of the Oversight Board request specific items be removed from the Consent Calendar for
separate action.
CONSENT CALENDAR
1 Minutes
RECOMMENDATION:
ITEM WAS
1.1 Approve the Special Meeting Action Minutes of July 5, 2017
CONTINUED TO THE NEXT MEETING DUE TO INSUFFICIENT QUORUM OF
BOARD MEMBERS FROM THE MEETING OF JULY 5, 2017
BOARD BUSINESS
2 Approve the Issuance of Refunding Tax Allocation Bonds of the Former Temecula
APPROVED BY A 4-0-3 VOTE. VOTE REFLECTED
Redevelopment Agency
UNANIMOUS APPROVAL
RECOMMENDATION:
2.1 That the Oversight Board of the Successor Agency to the Temecula
Redevelopment Agency adopt the resolution entitled:
RESOLUTION NO. OB SARDA 17-03
A RESOLUTION OF THE OVERSIGHT BOARD OF THE SUCCESSOR
AGENCY TO THE TEMECULA REDEVELOPMENT AGENCY APPROVING
THE ISSUANCE OF REFUNDING BONDS OF THE SUCCESSOR AGENCY,
MAKING CERTAIN DETERMINATIONS WITH RESPECT TO THE
REFUNDING BONDS AND PROVIDING OTHER MATTERS RELATING
THERETO
1
3 Approve the Successor Agency to the Temecula Redevelopment Agency’s Execution of
APPROVED BY A 4-0-3 VOTE. VOTE
a 2007 Bond Proceeds Funding Agreement
REFLECTED UNANIMOUS APPROVAL
RECOMMENDATION:
3.1 That the Oversight Board of the Successor Agency to the Temecula
Redevelopment Agency adopt the resolution entitled:
RESOLUTION NO. OB SARDA 17-04
A RESOLUTION OF THE OVERSIGHT BOARD OF THE SUCCESSOR
AGENCY TO THE TEMECULA REDEVELOPMENT AGENCY APPROVING
THE SUCCESSOR AGENCY’S EXECUTION OF A 2007 BOND PROCEEDS
FUNDING AGREEMENT AND THE TAKING OF RELATED ACTIONS
4 Approve the Successor Agency to the Temecula Redevelopment Agency’s Execution of
APPROVED BY A 4-0-3 VOTE. VOTE
a Housing Bond Proceeds Funding Agreement
REFLECTED UNANIMOUS APPROVAL
RECOMMENDATION:
4.1 That the Oversight Board of the Successor Agency to the Temecula
Redevelopment Agency adopt the resolution entitled:
RESOLUTION NO. OB SARDA 17-05
A RESOLUTION OF THE OVERSIGHT BOARD OF THE SUCCESSOR
AGENCY TO THE TEMECULA REDEVELOPMENT AGENCY APPROVING
THE SUCCESSOR AGENCY’S EXECUTION OF A HOUSING BOND
PROCEEDS FUNDING AGREEMENT AND THE TAKING OF RELATED
ACTIONS
ADJOURNMENT
Chairperson Kelliher adjourned the meeting at 6:36 PM to the next regular meeting:
Wednesday, September 27, 2017, 6:30 PM, Council Chambers, 41000 Main Street, Temecula,
California.
___________________________________
John Kelliher
Chairperson
___________________________________
Aaron Adams
Executive Director
ATTEST:
________________________________
Randi Johl, City Clerk/Secretary
2
ACTION MINUTES
OVERSIGHT BOARD OF THE SUCCESSOR AGENCY TO THE
TEMECULA REDEVELOPMENT AGENCY
SPECIAL MEETING
COUNCIL CHAMBERS
41000 MAIN STREET
TEMECULA, CALIFORNIA
JULY 5, 2017 – 6:30 PM
Next in Order:
Resolution: 17-02
CALL TO ORDER:
Gary Thornhill, Vice Chairperson
Roll Call: Gonzalez, Thornhill, Turner, Venable
ABSENT: KELLIHER, MEYER, ORDWAY-PECK
PUBLIC COMMENTS
No speakers.
NOTICE TO THE PUBLIC
All matters listed under Consent Calendar are considered to be routine and all will be
enacted by one roll call vote. There will be no discussion of these items unless Members
of the Oversight Board request specific items be removed from the Consent Calendar for
separate action.
CONSENT CALENDAR
1 Minutes
RECOMMENDATION:
APPROVED
1.1 Approve the Regular Meeting Action Minutes of January 25, 2017
BY A 4-0-3 VOTE. VOTE REFLECTED UNANIMOUS APPROVAL
APPROVED BY
1.2 Approve the Regular Meeting Action Minutes of June 28, 2017
A 4-0-3 VOTE. VOTE REFLECTED UNANIMOUS APPROVAL
BOARD BUSINESS
2 Approve the Proposed Administrative Budget for Fiscal Year 2017-18 for the Oversight
APPROVED BY A
Board Successor Agency to the Temecula Redevelopment Agency
4-0-3 VOTE. VOTE REFLECTED UNANIMOUS APPROVAL
RECOMMENDATION:
1
2.1 Adopt a resolution entitled:
RESOLUTION NO. OB SARDA 17-02
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE OVERSIGHT
BOARD OF THE SUCCESSOR AGENCY TO THE TEMECULA
REDEVELOPMENT AGENCY APPROVING THE PROPOSED
ADMINISTRATIVE BUDGET FOR FISCAL YEAR 2017-18 PURSUANT TO
HEALTH AND SAFETY CODE SECTION 34177 AND TAKING CERTAIN
ACTIONS IN CONNECTION THEREWITH
ADJOURNMENT
Vice-Chairperson Thornhill adjourned the meeting at 6:34 PM to the next regular meeting:
Wednesday, July 12, 2017, 6:00 PM, Council Chambers, 41000 Main Street, Temecula,
California.
___________________________________
John Kelliher
Chairperson
___________________________________
Aaron Adams
Executive Director
ATTEST:
________________________________
Randi Johl, City Clerk/Secretary
2
OVERSIGHT BOARD OF THE SUCCESSOR AGENCY
TO THE TEMECULA REDEVELOPMENT AGENCY
AGENDA REPORT
Board of Directors of the Oversight Board of the Successor Agency to the
TO:
Temecula Redevelopment Agency
Luke Watson, Director of Community Development for the Successor Agency
FROM:
to the Temecula Redevelopment Agency
DATE:
June 13, 2018
SUBJECT: APPROVE THE FIRST AMENDMENT TO THE DISPOSITION AND
DEVELOPMENT AGREEMENT FOR THE TOWN SQUARE MARKETPLACE
DEVELOPMENT BETWEEN THE SUCCESSOR AGENCY TO THE
TEMECULA REDEVELOPMENT AGENCY, THE CITY OF TEMECULA, AND
TOWN SQUARE MARKETPLACE OLD TOWN, LLC, LOCATED AT APNs
922-360-004, 005, 006, 007
PREPARED BY:
Lynn Kelly-Lehner, Principal Management Analyst for the
Successor Agency to the Temecula Redevelopment Agency
RECOMMENDATION:
That the Board of Directors of the Oversight Board of the Successor
Agency to the Temecula Redevelopment Agency adopt the resolution entitled:
RESOLUTION NO. OB SARDA 18-
A RESOLUTION OF THE OVERSIGHT BOARD OF THE
SUCCESSOR AGENCY TO THE TEMECULA
REDEVELOPMENT AGENCY APPROVING THE FIRST
AMENDMENT TO THE DISPOSITION AND DEVELOPMENT
AGREEMENT BY AND AMONG THE CITY OF TEMECULA,
SUCCESSOR AGENCY TO THE TEMECULA
REDEVELOPMENT AGENCY, AND TOWN SQUARE
MARKETPLACE OLD TOWN, LLC CONVEYING
APPROXIMATELY ONE ACRE OF PROPERTY LOCATED
ON MAIN STREET WEST OF MERCEDES STREET
BACKGROUND:
The Subject Property, also known as the Town Square Marketplace
(TSMP), is considered the third and final phase of the overall Civic Center development. The
Subject Property consists of the vacant pads flanking the Town Square Park to the north and
south. The future of Town Square Marketplace is envisioned as a commercial mixed-use
development that will complement the Civic Center and Town Square Park.
In March 2014, staff met the Civic Center Subcommittee (Subcommittee), then consisting of
Board Members Comerchero and Roberts, to receive direction on the future development of the
TSMP. On March 11, 2014, the City issued a Request for Interest to solicit interest from qualified
firms for the development of the TSMP, at the direction of the Subcommittee.
On August 14, 2014, the Subcommittee, along with staff, conducted interviews of the three
applicants. The Subcommittee unanimously chose Town Square Marketplace Old Town, LLC
(also known as Truax Development) as the preferred candidate to enter into an Exclusive
Negotiating Agreement and Disposition and Development Agreement.
On December 13, 2016, the City Council and the Successor Agency approved a Disposition and
Development Agreement (DDA) with Truax Development outlining the terms of the purchase and
sale of the property, due diligence period, schedule of performance, deposit, scope of
development, and close of escrow.
According to the DDA, escrow for the purchase of the property from the City by Truax
Development was to close one calendar year from the date of the original agreement, with a
written extension by the City Manager for up to 6 (six) months. As the written extension option
has been exercised, the DDA is set to expire on June 13, 2018.
The first amendment to the Disposition and Development Agreement is amending the term
involving the close of escrow by extending the term by an additional six (6) from the approval of
the amendment. This extension allows for the proper analysis of a current appraisal of the
property.
FISCAL IMPACT:
The TSMP site is a former Redevelopment Agency owned property.
Due to the dissolution of the Redevelopment Agency in 2012, the site was transferred to the
Successor Agency to the Temecula Redevelopment Agency. Legislation pertaining to the
dissolution of Redevelopment required the Successor Agency to produce a Long Range Property
Management Plan (LRPMP), in which the Successor Agency was required to identify any former
non-housing properties owned by the Successor Agency, and the intention of development and
or disposition of the properties. The LRPMP identified the TSMP site as “retained for future
development.” While the site was purchased with funds sourced solely from the former Temecula
Redevelopment Agency, Redevelopment dissolution law requires that when former
Redevelopment Agency properties are sold, the proceeds of the sale must be divided up amongst
the taxing entities that received property tax, based on their proportionate share of each property
tax dollar collected. Based on the proportionate share of each property tax dollar collected by the
County of Riverside, the proceeds of the sale of the TSMP site that would be disbursed back to
the City is estimated to be approximately $150,000 (approximately 5%). Section 3.8 of the DDA
stipulates that the City’s portion of the sales proceeds are to go to reimburse the Developer for
actual costs incurred in the construction of the public restrooms and electrical infrastructure for
the Town Square Park.
Further, the Redevelopment dissolution law requires that the site be sold at fair market value. If
the site is not sold at fair market value, then the Successor Agency must negotiate Compensation
Agreements with each individual taxing entity receiving property tax and the developer would be
subject to prevailing wage requirements. The Successor Agency is proposing to sell the property
at fair market value, and will therefore, not be required to enter into Compensation Agreements
with the taxing entities.
ATTACHMENTS:
1. First Amendment to the Disposition and Development Agreement
2. Resolution No. OB SARDA 18-
FIRST AMENDMENT TO DISPOSITION AND DEVELOPMENT AGREEMENT
by and among the
SUCCESSOR AGENCY TO THE
TEMECULA REDEVELOPMENT AGENCY,
the CITY OF TEMECULA,
a municipal corporation
and
TOWN SQUARE MARKETPLACE OLD TOWN, LLC,
a California limited liability company
FIRST AMENDMENT TO DISPOSITION AND DEVELOPMENT AGREEMENT
THIS FIRST AMENDMENT TO DISPOSITION AND DEVELOPMENT AGREEMENT
(the “Amendment”) is dated as of June 12, 2018, and is entered into by and among the
SUCCESSOR AGENCY TO THE TEMECULA REDEVELOPMENT AGENCY (the “Successor
Agency”), the CITY OF TEMECULA, a municipal corporation (“City”) and TOWN SQUARE
MARKETPLACE OLD TOWN, LLC, a California limited liability company (“Developer”).
RECITALS
A. The City and the Successor Agency entered into a Disposition and Development
Agreement dated December 13, 2016 (“DDA”) which provided for, among other things, the sale
of certain land and improvements by the Successor Agency to the City, and then by the City to the
Developer for the purpose of developing a commercial project with assorted retail and restaurants.
B. The City, the Successor Agency, and the Developer have agreed to modify the DDA
as herein after set forth in order to allow for extensions by the City Manager of the deadline for
the Close of Escrow and appraisal updates so that the purchase price, as of the Close of Escrow, is
at fair market value.
NOW, THEREFORE, in consideration of the foregoing recitals and other considerations,
the adequacy of which is hereby acknowledged, the City, the Successor Agency, and the Developer
hereby agree as follows:
1.DDA Modifications. The DDA is hereby modified as follows:
i.Section 2.3 of the DDA is hereby amended to read as follows:
“2.3 Opening and Closing of Escrow; City Manager Extensions. Within three
(3) business days after the date this Agreement is fully executed and delivered to
Developer, the Parties shall deposit with Escrow Holder a fully executed duplicate original
of this Agreement as the initial escrow instructions for the Escrow, and shall cause an
escrow (the “Escrow”) to be opened with Escrow Holder for the sale of the Property by the
City to Developer. The City and Developer shall provide such additional instructions as
shall be necessary and consistent with this Agreement. The Close of Escrow is conditioned
upon the satisfaction (or written waiver) of the conditions set forth in Sections 2.5 and 2.6.
Escrow must close (the “Close of Escrow”) on or before December 13, 2018. If the Close
of Escrow does not occur by such date (as it may have been so extended), then any party
not then in default may terminate this Agreement by written notice to the other and all the
funds and documents deposited with Escrow Agent shall be promptly refunded or returned,
as the case may be, by Escrow Agent to the depositing party, except that all escrow and
title cancellation fees shall be paid by Developer.”
ii.Section 2.1 is hereby amended to read as follows:
“2.1 Purchase and Sale; Purchase Price. In accordance with and subject to the
terms and conditions hereinafter set forth, the Successor Agency agrees to convey and sell
the Land to the City, which in turn agrees to substantially concurrently convey and sell the
-1-
Land to Developer, and Developer agrees to purchase the Land from the City. The
purchase price for the Land to be paid by the City to the City as Successor Agency, and to
be paid by Developer to City (the “Purchase Price”) shall be the fair market value of the
Land based on an appraisal (“Appraisal”) (or appraisal update, hereinafter referred to as
“Appraisal Update”) obtained by City as Successor Agency from a reputable MAI
appraiser at City’s cost that was ordered on February 9, 2018 and is expected to be received
by June 4, 2018. Notwithstanding anything to the contrary contained herein, the Close of
Escrow shall not occur until such time as the Closing Conditions, as defined in Sections
2.5 and 2.6 hereof, have been satisfied or expressly waived in writing.”
2.Condition Precedent. The effectiveness of this Amendment is conditioned upon
the approval of this Amendment by the Oversight Board of the Successor Agency, and the approval
of the Successor Agency’s approval by the California Department of Finance (“DOF”) or the
DOF’s failure to timely respond within the time permitted by law.
IN WITNESS WHEREOF, the Parties hereto have entered into this Amendment as
of the day and year first above written.
DEVELOPER: CITY:
TOWN SQUARE MARKETPLACE OLD CITY OF TEMECULA
TOWN LLC,
a California limited liability company
By:
By: BIIAJ, LLC,
Matt Rahn, Mayor
a California limited liability company
Managing Member
By:
Bernard L. Truax II, Manager
ATTEST:
Randi Johl, City Clerk
APPROVED AS TO FORM:
By:
Peter Thorson, City Attorney
-2-
SUCCESSOR AGENCY:
SUCCESSOR AGENCY TO THE
TEMECULA REDEVELOPMENT
AGENCY
By:
Matt Rahn, Chair
ATTEST:
Randi Johl, Secretary
APPROVED AS TO FORM:
By:
Peter Thorson, General Counsel
-3-
RESOLUTION NO. OB SARDA 18-
A RESOLUTION OF THE OVERSIGHT BOARD THE
SUCCESSOR AGENCY TO THE TEMECULA
REDEVELOPMENT AGENCY APPROVING THE FIRST
AMENDMENT TO THE DISPOSITION AND DEVELOPMENT
AGREEMENT BY AND AMONG THE CITY OF TEMECULA,
SUCCESSOR AGENCY TO THE TEMECULA
REDEVELOPMENT AGENCY, AND TOWN SQUARE
MARKETPLACE OLD TOWN, LLC CONVEYING
APPROXIMATELY ONE ACRE OF PROPERTY LOCATED
ON MAIN STREET WEST OF MERCEDES STREET
THE OVERSIGHT BOARD OF THE SUCCESSOR AGENCY TO THE
TEMECULA REDEVELOPMENT AGENCY DOES HEREBY RESOLVE AS FOLLOWS:
Section 1. Recitals
(a) The City of Temecula, Successor Agency to the Temecula
Redevelopment Agency, and Town Square Marketplace Old Town, LLC entered into a
Disposition and Development Agreement dated as of December 13, 2016 (“DDA”)
providing for the Successor Agency’s conveyance to the City of four parcels of real
property composed of approximately one acre and located at the intersection of Main
Street and Mercedes Street across from City Hall and the City’s conveyance of such
parcels to the Town Square Market Place Old Town, LLC for development as specified in
the DDA.
(b) The parties now wish to extend the date for the close of escrow for
the transactions described in the DDA by approving the First Amendment to the DDA.
Section 2. Approval of First Amendment.
The Oversight Board hereby
approves the “FIRST AMENDMENT TO THE DISPOSITION AND DEVELOPMENT
AGREEMENT BY AND AMONG THE CITY OF TEMECULA, SUCCESSOR AGENCY
TO THE TEMECULA REDEVELOPMENT AGENCY, AND TOWN SQUARE
MARKETPLACE OLD TOWN, LLC” and authorizes the Mayor to execute said First
Amendment on behalf of the City in substantially the form presented to the Oversight
Board.
Section 3. Certification.
The Board Secretary shall certify the adoption
of this Resolution.
PASSED, APPROVED, AND ADOPTED
by the Board of Directors of the
Oversight Board of the Successor Agency to the Temecula Redevelopment Agency this
th
13
day of June, 2018.
John Kelliher, Chair
ATTEST:
Randi Johl, City Clerk/Board Secretary
\[SEAL\]
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Randi Johl, City Clerk/Board Secretary of the Oversight Board of the Successor
Agency to the Temecula Redevelopment Agency, do hereby certify that the foregoing
Resolution No. OB SARDA 18- was duly and regularly adopted by the Board of
Directors of the Oversight Board of the Successor Agency to the Temecula
th
Redevelopment Agency at a meeting thereof held on the 13 day of June, 2018, by the
following vote:
AYES: BOARD MEMBERS:
NOES: BOARD MEMBERS:
ABSTAIN: BOARD MEMBERS:
ABSENT: BOARD MEMBERS:
Randi Johl
City Clerk/Board Secretary