HomeMy WebLinkAboutItem No. 1OVERSIGHT BOARD TO THE
SUCCESSOR AGENCY OF THE REDEVELOPMENT
AGENCY OF THE CI'T'Y OF LAKE ELSINORE
TO: MEMBERS OF THE OVERSIGHT BOARD
FROM: BARBARA LEIBOLD, SUCCESSOR AGENCY COUNSEL
DATE: MAY 28, 2013
SUBJECT: APPROVAL OF MINUTE(S)
Discussion
The following Oversight Board Meeting Minute(s) are submitted for approval:
a. Oversight Board Regular Meeting January 15, 2013
b. Oversight Board Regular Meeting February 26, 2013
Recommendation
It is recommended that the Oversight Board approve the minutes of:
a. Oversight Board Regular Meeting January 15, 2013
b. Oversight Board Regular Meeting February 26, 2013
Prepared by: Virginia Bloom
City ClerktOversight Board Secretary
AGENDA ITEM I Page I
SPECIAL MEETING
OVERSIGHT BOARD TO THE
SUCCESSOR AGENCY OF THE REDEVELOPMENT AGENCY
OF THE CITY OF LAKE ELSINORE
130 South Main Street, Lake Elsinore, CA 92530
MINUTES
January 15, 2013
CALL TO ORDER
Vice - Chairman Schultz called the meeting to order at 3:48 p.m.
PLEDGE OF ALLEGIANCE
Vice- Chairman Schultz led the pledge of allegiance.
ROLL CALL
PRESENT: Dr. Roger Schultz, Vice -Chair
Genie Kelley, Board Member
Justin Carlson, Board Member
Dave Oster, Board Member
George Landon, Board Member
ABSENT: Brian Tisdale, Chairman
Phil Williams, Board Member
Also present: City Attorney Barbara Leibold, City Manager Grant Yates, City Clerk/Clerk of
the Board Virginia Bloom, and Director of Administrative Services James Riley.
PUBLIC COMMENTS — AGENDIZED ITEMS
None
PRESENTATIONS
None
CONSENT CALENDAR
1. Approval of Minutes
Recommendation: It is recommended that the Oversight Board approve the minutes
of:
a. Oversight Board Regular Meeting of December 11, 2012
b. Oversight Board Regular Meeting of January 8, 2013
AGENDA ITEM 1
Special Oversight Board Meeting
Minutes of January 15, 2013
3.
Update on Successor Agency Activities
Page 2 of 3
a. Investment Reports
b. Warrant Lists
Recommendation: It is recommended that the Oversight Board receive and file the
Investment Reports and Warrant Lists.
of Lake Elsinore
Recommendation: It is recommended that the Oversight Board adopt Resolution
No. OB- 2013 -001 changing the time and location for meetings of the Oversight
Board to the Successor Agency of the Redevelopment Agency of the City of Lake
Elsinore.
Vice- Chairman Schultz abstained from voting on Agenda Item No. 1 due to his absence.
Motion by Board Member Kelley, seconded by Board Member Landon to approve the
Consent Agenda, less Item No. 1, passed by unanimous vote.
Motion by Board Member Kelley, seconded by Board Member Carlson to approve Consent
Agenda Item No. 1 passed by unanimous vote of 4 -0 -1.
BUSINESS ITEMS
4. Due Diligence Review (All Other Funds)
Recommendations: It is recommended that the Oversight Board receive public
comments and any opinions offered by the County Auditor - Controller on the Due
Diligence Review (All Other Funds) prepared by White Nelson Diehl Evans LLP on
behalf of the Successor Agency of the Redevelopment Agency of the City of Lake
Elsinore pursuant to California Health and Safety Code Section 34179.5.
It is further recommended and that the Oversight Board adopt Resolution No. OB-
2013 -002 approving the Due Diligence Review (All Other Funds) determining that
there are no unencumbered cash or cash equivalents available for disbursement
pursuant to Health & Safety Code Section 34179.5 and taking certain other actions
in connection therewith.
Administrative Services Director Riley presented the report. City Attorney Leibold added
that the review concludes that there are no funds available for distribution to taxing
agencies.
Motion by Board Member Kelley, seconded by Board Member Carlson to approve staff's
recommendation; motion passed by unanimous vote.
AGENDA ITEM 1
Special Oversight Board Meeting Page 3 of 3
Minutes of January 15, 2013
5. Consideration of Cancellation of January 22, 2013 Regular Meeting
Recommendation: It is recommended that the Oversight Board cancel its regularly
scheduled meeting of January 22, 2013.
Motion by Board Member Oster, seconded by Board Member Kelley to cancel the regularly
scheduled meeting of January 22, 2013; passed by unanimous vote.
PUBLIC COMMENTS — NON- AGENDIZED ITEMS
None
STAFF COMMENTS
City Attorney Leibold announced the upcoming ROPS 13 -14A to be presented for approval
at the next regular meeting.
OVERSIGHT BOARD MEMBER COMMENTS
None
ADJOURNMENT
There being no further business to come before the Oversight Board, Vice - Chairman
Schultz adjourned the meeting at 3:57 p.m. to the regular Meeting of February 12, 2013 at
3:45 p.m. to be held at City Hall, Conference Room A located at 130 S. Main Street in Lake
Elsinore, CA.
Roger Schultz, Vice - Chairman
ATTEST:
Virginia J. Bloom
Clerk of the Oversight Board
AGENDA ITEM 1
REGULAR MEETING
OVERSIGHT BOARD TO THE
SUCCESSOR AGENCY OF THE REDEVELOPMENT AGENCY
OF THE CITY OF LAKE ELSINORE
130 South Main Street, Lake Elsinore, CA 92530
MINUTES
February 26, 2013
CALL TO ORDER
Chairman Tisdale called the meeting to order at 3:47 p.m.
PLEDGE OF ALLEGIANCE
Chairman Tisdale led the pledge of allegiance.
ROLL CALL
PRESENT: Brian Tisdale, Chairman
Dr. Roger Schultz, Vice -Chair
Genie Kelley, Board Member
Nancy Lassey, Board Member
Dave Oster, Board Member
George Landon, Board Member
Phil Williams, Board Member
ABSENT: None
Also present: City Attorney Barbara Leibold, City Manager Grant Yates, City Clerk/Clerk of
the Board Virginia Bloom, and Director of Administrative Services James Riley.
PUBLIC COMMENTS — AGENDIZED ITEMS
None
PRESENTATIONS
• Introduction and Swearing in of Newly Appointed Employee Union Member
Administrative Services Director Riley announced that Board Member Carlson had left the
City of Lake Elsinore and vacated his appointment to the Oversight Board causing a
vacancy. He announced that Mayor Magee had made the appointment to fill that vacancy
and introduced Nancy Lassey as the newest Oversight Board Member as the City's
Employee Union Member. Clerk of the Board Bloom administered the Oath of Office to Ms.
Lassey.
AGENDA ITEM 1
Introduction of Alternate Board Members, if any
None
CONSENT CALENDAR
Update on Successor Agency Activities
a. Investment Reports
b. Warrant Lists
Recommendation: It is recommended that the Oversight Board receive and file the
Investment Reports and Warrant Lists.
Motion by Board Member Kelley, seconded by Vice - Chairman Schultz to receive and file
the Investment Reports and Warrant Lists; passed by unanimous vote.
BUSINESS ITEMS
2.
Recommendation: It is recommended that the Oversight Board adopt Resolution No.
OB- 2013 -003 approving the Recognized Obligation Payment Schedule (ROPS 13-
14A) for July 1, 2013 through December 31, 2013, subject to adoption by the
Successor Agency.
Administrative Services Director Riley presented report to the Oversight Board stating that
this report is identical to the previous ROPS.
Board Member Williams questioned the variable rate on bonds and the letter of credit.
Administrative Services Director Riley explained that the finance team was looking to
refinance the bonds at a fixed rate with level debt service payments.
Vice - Chairman Schultz offered that the City of Lake Elsinore's Oversight reports are one of
only two agencies' statewide that have been approved by the Department of Finance.
Motion by Vice - Chairman Schultz, seconded by Board Member Williams to adopt
Resolution No. OB- 2013 -003; passed by unanimous vote.
3. Selection of Oversiaht Board Legal Counsel
Recommendations: It is recommended that the Oversight Board evaluate the two
finalists selected and interviewed by the subcommittee based upon the proposals
and subcommittee report and direct staff to prepare a Legal Services Agreement
with the selected firm to be presented for approval at the next Oversight Board
Meeting.
AGENDA ITEM 1
Board Member Kelley reported that she and Board Member Williams had interviewed the
law firms of Slovak and Greer and felt that both firms would work well for the Board,
therefore it was their suggestion that the selection come back to the entire board to select.
Board Member Williams added that Attorney Greer is a sole attorney office and that he had
experience with litigation, however no RDA experience.
Board Member Lassey asked if the fees could be negotiated. Both Board Member Williams
and Kelley responded that they tried to negotiate however to no avail. Board Member
Lassey Inquired as to the scope of work for the legal counsel.
Motion by Board Member Williams, seconded by Vice- Chairman Schultz to select Phillip
Greer with a fixed retainer of $2,000 per month, litigation at hourly rate, that he be required
to attend the Oversight Board meetings, to review the Agendas, business and legal issues
of the Oversight Board; motion passed by a 6 -0 -1 vote with Chairman Tisdale abstaining
from the vote.
Oversight Board then provided direction to City Attorney Leibold to draw up a legal services
contract for the subcommittee to review and bring back at the meeting of March 26, 2013
for approval or, if that meeting is cancelled, to the next Oversight Board meeting.
4. Reorganization of Oversight Board; Selection of Chair and Vice Chair
Recommendations: It is recommended that the Oversight Board elect one member
to serve as Chairperson and elect one member to serve as Vice Chairperson of the
Oversight Board to the Successor Agency of the Redevelopment Agency of the City
of Lake Elsinore and direct staff to notify the Department of Finance of the name of
the Chairperson, Vice Chairperson and each of the new members of the Oversight
Board.
City Attorney Leibold presented the report to the Oversight Board advising that the new
positions would take effect at the next regularly scheduled meeting. Clerk Bloom opened
the nominations for Chairman. Board Member Williams nominated Vice - Chairman Schultz
who promptly declined the appointment. Vice - Chairman Schultz nominated Board Member
Williams as Chair. No further nominations were received. Cleric Bloom opened the floor for
nominations for Vice - Chair. Chairman Tisdale nominated Board Member Oster as Vice -
Chair. No further nominations were received. By unanimous vote, Phil Williams was
appointed Chairman and Dave Oster appointed Vice -Chair effective at the March 26, 2013
meeting.
5. Cancellation of March 12, 2013 Regular Meeting
Recommendation: It is recommended that the Oversight Board cancel its regularly
scheduled meeting of March 12, 2013.
Motion by Board Member Kelley, seconded by Board Member Williams to cancel the March
12, 2013 meeting; passed by unanimous vote.
AGENDA ITEM 1
PUBLIC COMMENTS — NON- AGENDIZED ITEMS
None
STAFF COMMENTS
None
• Z :• 11 •
Board Member Williams congratulated City Attorney Leibold on her success with the
approvals of all the Oversight Board reports thus far.
Chairman Tisdale thanked the Oversight Board for allowing him to serve as Chairman for
the first year; he welcomed the newest Board Member Nancy Lassey and thanked staff for
their hard work.
There being no further business to come before the Oversight Board, Chairman Tisdale
adjourned the meeting at 4:27 p.m. to the next regularly scheduled meeting of March 26,
2013 at 3:45 p.m. to be held at City Hall, Conference Room A located at 130 S. Main Street
in Lake Elsinore, CA.
Brian Tisdale, Chairman
ATTEST:
Virginia J. Bloom
Clerk of the Oversight Board
AGENDA ITEM t