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2005 11 15 RDAea# 4 4 4AZ Redevelopment Agency Agendas are Available on the City s Web Page @ www.la-quinta.org REDEVELOPMENT AGENCY AGENDA CITY COUNCIL CHAMBERS 78-495 Calle Tampico La auinta, California 92253 Regular Meeting Tuesday, November 15, 2005 — 2:00 p.m. Beginning Resolution No. RA 2005-12 CALL TO ORDER Roll Call: Agency Board Members: Adolph, Henderson, Perkins, Sniff, and Chairman Osborne PUBLIC COMMENT At this time, members of the public may address the Redevelopment Agency on any matter not listed on the agenda. Please complete a "request to speak" form and limit your comments to three minutes. Please watch the timing device on the podium. CLOSED SESSION NOTE: Time permitting the Redevelopment Agency Board may conduct Closed Session discussions during the dinner recess. In addition, persons identified as negotiating parties are not invited into the Closed Session meeting when the Agency is considering acquisition of real property. 1. CONFERENCE WITH AGENCY'S REAL PROPERTY NEGOTIATOR, THOMAS P. GENOVESE, PURSUANT TO GOVERNMENT CODE SECTION 54956.8 CONCERNING POTENTIAL TERMS AND CONDITIONS OF ACQUISITION AND/OR DISPOSITION OF A PORTION OF 525 ± ACRES LOCATED AT THE SOUTHWEST CORNER OF AVENUE 52 AND"- JEFFERSON STREET. PROPERTY OWNER/NEGOTIATOR: THEODORE LENNO'1, DDC DESERT DEVELOPMENT, INC. 0ol Redevelopment Agency Agenda 1 November 15, 2005 CHAIR AND BOARD MEMBERS' ITEMS — NONE PUBLIC HEARINGS 1. JOINT PUBLIC HEARING BETWEEN THE REDEVELOPMENT AGENCY AND CITY COUNCIL TO CONSIDER THE SALE OF REAL PROPERTY LOCATED AT 52-625 AVENIDA RUBIO BY AND BETWEEN THE LA QUINTA REDEVELOPMENT AGENCY AND ANGELA JUAREZ. A. MINUTE ORDER ACTION 2. JOINT PUBLIC HEARING BETWEEN THE REDEVELOPMENT AGENCY AND CITY COUNCIL TO CONSIDER THE SALE OF REAL PROPERTY LOCATED AT 53-940 EISENHOWER DRIVE BY AND BETWEEN THE LA QUINTA REDEVELOPMENT AGENCY AND BRENDA DIEHL. A. MINUTE ORDER ACTION ADJOURNMENT Adjourn to a regularly scheduled meeting of the Redevelopment Agency to be held on December 6, 2005 commencing with closed session at 2:00 p.m. and open session at 3:00 p.m. in the City Council Chambers, 78-495 Calle Tampico, La Quinta, CA 92253. DECLARATION OF POSTING I, June S. Greek, City Clerk of the City of La Quinta, do hereby declare that the foregoing agenda for the La Quinta Redevelopment Agency meeting of November 15, 2005, was posted on the outside entry to the Council Chamber at 78-495 Calle Tampico and on the bulletin boards at 51-321 Avenida Bermudas and 78-630 Highway 111, on Thursday, November 10, 2005. DATED: November 10, 2005 JUNE S. GREEK, CMC, City Clerk City of La Quinta, California 003 Redevelopment Agency Agenda 3 November 15, 2005 2. CONFERENCE WITH AGENCY'S REAL PROPERTY NEGOTIATOR DOUG EVANS, PURSUANT TO GOVERNMENT CODE SECTION 54956.8 CONCERNING POTENTIAL TERMS AND CONDITIONS OF ACQUISITION AND/OR DISPOSITION OF REAL PROPERTY REGARDING ENA NEGOTIATIONS WITH CVHC FOR PROPERTY LOCATED AT THE SOUTHWEST CORNER OF DUNE PALMS AND AVENUE 48. PROPERTY OWNERS/NEGOTIATORS: COACHELLA VALLEY HOUSING COALITION. RECESS TO CLOSED SESSION RECONVENE AT 3:00 P.M. PUBLIC COMMENT At this time members of the public may address the Agency Board on items that appear within the Consent Calendar or matters that are not listed on the agenda. Please complete a "request to speak" form and limit your comments to three minutes. When you are called to speak, please come forward and state your name for the record. Please watch the timing device on the podium. For all Agency Business Session matters or Public Hearings on the agenda, a completed "request to speak" form should be filed with the City Clerk prior to the Agency beginning consideration of that item. CONFIRMATION OF AGENDA APPROVAL OF MINUTES 1. APPROVAL OF MINUTES OF NOVEMBER 1, 2005 CONSENT CALENDAR NOTE: Consent Calendar items are considered to be routine in nature and will be approved by one motion. 1. APPROVAL OF DEMAND REGISTER DATED NOVEMBER 15, 2005. 2. RECEIVE AND FILE TREASURER'S REPORT AS OF SEPTEMBER 30, 2005. 3. RECEIVE AND FILE REVENUE AND EXPENDITURES REPORT DATED SEPTEMBER 30, 2005. BUSINESS SESSION - NONE 002 Redevelopment Agency Agenda 2 November 15, 2005 Titit " AGENDA CATEGORY: BUSINESS SESSION COUNCIL/RDA MEETING DATE: NOVEMBER 15, 2005 CONSENT CALENDAR ITEM TITLE: Demand Register Dated November 15, 2005 RECOMMENDATION: It is recommended the Redevelopment Agency Board: STUDY SESSION PUBLIC HEARING Receive and File the Demand Register Dated November 15, 2005 of whic $307,087.97 represents Redevelopment Agency Expenditures. PLEASE SEE CONSENT CALENDAR ITEM NUMBER 1 ON CITY COUNCIL AGENDA 004 ce,itif 4 eeP Qu&rcv COUNCIL/RDA MEETING DATE: November 15, 2005 ITEM TITLE: Transmittal of Treasurer's Report dated September 30, 2005 RECOMMENDATION: It is recommended the Redevelopment Agency Board: Receive and file. AGENDA CATEGORY: BUSINESS SESSION: CONSENT CALENDAR: _C;—L STUDY SESSION: PUBLIC HEARING: PLEASE SEE RELATED BUSINESS SESSION ITEM ON CITY COUNCIL AGENDA 005 F OF fKti AGENDA CATEGORY: COUNCIL/RDA MEETING DATE: November 15, 2005 BUSINESS SESSION: ITEM TITLE: Transmittal of Revenue and Expenditure Report dated September 30, 2005 CONSENT CALENDAR: STUDY SESSION: PUBLIC HEARING: RECOMMENDATION: Receive and File BACKGROUND AND OVERVIEW: Transmittal of the September 30, 2005 Statement of Revenue and Expenditures for the La Quinta Redevelopment Agency. Respectfully submitted, i Falconer, Finance Director Approved for submission by: Thomas P. Genovese, Executive Director Attachments: 1. Revenue and Expenditures, September 30, 2005 00f; ATTACHMENT 1 LA QUINTA REDEVELOPMENT AGENCY REVENUE SUMMARY PROJECT AREA NO. 1: LOW/MODERATE BOND FUND: Allocated Interest Home Sale Proceeds Non Allocated Interest Transfer In TOTAL LOW/MOD BOND LOW/MODERATE TAX FUND: Tax Increment Allocated Interest Non Allocated Interest Miscellaneous revenue Non Allocated Interest LORP-Rent Revenue Home Sales Proceeds Sale of Land Sewer Subsidy Reimbursements Rehabilitation Loan Repayments 2nd Trust Deed Repayment Transfer In TOTAL LOW/MOD TAX REMAINING BUDGET RECEIVED BUDGET 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 6,675,400.00 21,728.90 6,653,671.10 50,900.00 14,433.85 36,466.15 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 276,000.00 47,412.00 228,588.00 150,000.00 347,927.05 (197,927.05) 0.00 0.00 0.00 0.00 29,299.60 (29,299.60) 0.00 1,708.38 (1,708.38) 0.00 521,008.07 (521,008.07) 0.00 0.00 0.00 7,152,300.00 983,517.85 6,168,782.15 DEBT SERVICE FUND: Tax Increment 26,701,600.00 86,915.64 26,614,684.36 Allocated Interest 93,100.00 33,090.67 60,009.33 Non Allocated Interest 0.00 0.00 0.00 Interst - County Loan 0.00 0.00 0.00 Interest Advance Proceeds 0.00 0.00 0.00 Transfers In 3,945,802.00 976,470.99 2,969,331.01 TOTAL DEBT SERVICE 30,740,502.00 1,096,477.30 29,644,024.70 CAPITAL IMPROVEMENT FUND - NON-TAXABLE Pooled Cash Allocated Interest 12,500.00 33,925.92 (21,425.92) Non Allocated Interest 500,000.00 (54,902.12) 554,902.12 Litigation Settlement Revenue 0.00 0.00 0.00 Loan Proceeds 0.00 0.00 0.00 Rental Income 0.00 0.00 0.00 Transfers In 1,863,412.00 273,000.00 1,590,412.00 TOTAL CAPITAL IMPROVEMENT 2,375,912.00 252,023.80 2,123,888.20 CAPITAL IMPROVEMENT FUND - TAXABLE Pooled Cash Allocated Interest 0.00 0.00 0.00 Non Allocated Interest 0.00 0.00 0.00 Litigation Settlement Revenue 0.00 0.00 0.00 Bond proceeds 0.00 0.00 0.00 Rental Income 0.00 0.00 0.00 Transfers In 0.00 0.00 0.00 TOTAL CAPITAL IMPROVEMENT 0.00 0.00 0.00 007 z LA QUINTA REDEVELOPMENT AGENCY EXPENDITURE SUMMARY PROJECT AREA NO. 1: LOW/MODERATE BOND FUND PERSONNEL SERVICES REIMBURSEMENT TO GEN FUND HOUSING PROJECTS TRANSFERS OUT TOTAL LOW/MOD BOND LOW/MODERATE TAX FUND: PERSONNEL SERVICES BUILDING HORIZONS LQ RENTAL PROGRAM LQ HOUSING PROGRAM LOWMOD VILLAGE APARTMENTS 2nd TRUST DEED PROGRAM LQRP - REHABILITATION APT REHABILITATION FORECLOSURE REIMBURSEMENT TO GEN FUND TRANSFERS OUT TOTAL LOWIMOD TAX DEBT SERVICE FUND: SERVICES BOND PRINCIPAL 07/01/2005 - 09/30/05 REMAINING BUDGET EXPENDITURES ENCUMBERED BUDGET 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4,900.00 2,242.65 0.00 2,657.35 265,405.00 14,595.12 0.00 250,809.88 125,000.00 0.00 0.00 125,000.00 332,000.00 53,991.08 0.00 278,008.92 320,000.00 0.00 0.00 320,000.00 400,000.00 0.00 0.00 400,000.00 3,298,340.00 0.00 0.00 3,298,340.00 0.00 0.00 0.00 0.00 136,000.00 0.00 0.00 136,000.00 150,000.00 0.00 0.00 150,000.00 679,574.00 169,893.51 0.00 509,680.49 3,945,802.00 976,470.99 0.00 2,969,331.01 9,657,021.00 1,217,193.35 0.00 8,439,827.65 537,800.00 6,240.00 0.00 531,560.00 2,500,000.00 2,500,000.00 0.00 0.00 BOND INTEREST 7,805,905.00 3,938,313.13 0.00 3,867,591.87 INTEREST CITY ADVANCE 1,116,237.00 281,615.41 0.00 834,621.59 PASS THROUGH PAYMENTS 13,076,663.00 411,155.87 0.00 12,665,507.13 ERAF SHIFT 3,000,000.00 0.00 0.00 3,000,000.00 TRANSFERS OUT 4,374,737.00 1,249,470.99 0.00 3,125,266.01 TOTAL DEBT SERVICE 32,411,342.00 8,386,795.40 0.00 24,024,546.60 CAPITAL IMPROVEMENT FUND: PERSONNEL SERVICES LAND ACQUISITION ASSESSMENT DISTRICT ADVERTISING -ECONOMIC DEV ECONOMIC DEVELOPMENT BOND ISSUANCE COSTS 4,900.00 2,242.65 0.00 2,657.35 307,362.00 24,114.04 0.00 283,247.96 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 55,000.00 0.00 0.00 55,000.00 0.00 0.00 0.00 0.00 CAPITAL - BUILDING 0.00 0.00 0.00 0.00 REIMBURSEMENT TO GEN FUND 319,515.00 79,878.74 0.00 239,636.26 TRANSFERS OUT 24,407,059.00 1,803,986.41 0.00 22,603,072.59 TOTAL CAPITAL IMPROVEMENT 25,093,836.00 1,910,221.84 0.00 23,183,614.16 CAPITAL IMPROVEMENT FUND/TAXABLE BOND BOND ISSUANCE COSTS 0.00 0.00 0.00 0.00 TRANSFERS OUT (4,594.00) 0.00 0.00 (4,594.00) TOTAL CAPITAL IMPROVEMENT (4,594.00) 0.00 0.00 (4,594.00) LA QUINTA REDEVELOPMENT AGENCY REVENUE SUMMARY PROJECT AREA NO. 2: LOW/MODERATE BOND FUND: Allocated Interest Non Allocated Interest Bond proceeds (net) Transfer In TOTAL LOW/MOD BOND LOW/MODERATE TAX FUND: Tax Increment Allocated Interest Non Allocated Interest Developer funding Vista Dunes MHP Rental Rev 2nd Trust Deed Repayment ERAF Shift - Interest Sale of Land Transfer In TOTAL LOW/MOD TAX 2004 LOW/MODERATE BOND FUND: Allocated Interest Home Sale Proceeds Non Allocated Interest Transfer In TOTAL LOW/MOD BOND REMAINING BUDGET RECEIVED BUDGET 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3,445,900.00 12,302.98 3,433,597.02 275,300.00 17,685.36 257,614.64 0.00 0.00 0.00 0.00 0.00 0.00 0.00 11,297.89 (11,297.89) 0.00 112,097.40 (112,097.40) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3,721,200.00 153,383.63 3,567,816.37 0.00 0.00 0.00 0.00 0.00 0.00 1,418,400.00 373,764.12 1,044,635.88 0.00 0.00 0.00 1,418,400.00 373,764.12 1,044,635.88 DEBT SERVICE FUND: Tax Increment 13,783,600.00 49,211.93 13,734,388.07 Allocated Interest 0.00 21,999.32 (21,999.32) Non Allocated Interest 0.00 0.00 0.00 Interest Advance Proceeds 0.00 0.00 0.00 Transfer In 6,828,246.00 7,104,024.01 (275,778.01) TOTAL DEBT SERVICE 20,611,846.00 7,175,235.26 13,436,610.74 CAPITAL IMPROVEMENT FUND: Allocated Interest 37,100.00 12,156.83 24,943.17 Non Allocated Interest 0.00 0.00 0.00 Developer Agreement 0.00 5,120,062.12 (5,120,062.12) Transfers In 0.00 0.00 0.00 TOTAL CAPITAL IMPROVEMENT 37,100.00 5,132,218.95 (5,095,118.95) 0 P.9 4 LA QUINTA REDEVELOPMENT AGENCY EXPENDITURE SUMMARY PROJECT AREA NO. 2: LOW/MODERATE BOND FUND 2nd TRUST DEEDS LAND BOND ISSUANCE COSTS TRANSFERS OUT LOW/MODERATE TAX FUND: 07/01/2005 - 09130105 REMAINING BUDGET EXPENDITURES ENCUMBERED BUDGET 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 TOTAL LOW/MOD BOND 0.00 0.00 0.00 0.00 0 00 1 542 86 PERSONNEL 2,900.00 1,357.14 SERVICES 280,628.00 41,972.28 0.00 238,655.72 2ND TRUST DEEDS 1,000,000.00 0.00 0.00 1,000,000.00 2ND TRUST DEEDS FROM CENTERPOINTE 2,520,000.00 0.00 0.00 2,520,000.00 48TH AND ADAMS - FROM CENTERPOINTE 1,423,203.00 710.00 0.00 1,422,493.00 WASH/MILES PROJECT 0.00 0.00 0.00 0.00 VISTA DUNES MOBILE HOME PARK 0.00 79,751.59 0.00 (79,751.59) LOW MOD HOUSING PROJECT/47TH/ADAMS PROJ 0.00 0.00 0.00 0.00 47TH/ADAMS PROJECT 776,239.00 0.00 0.00 776,239.00 FORECLOSURE ACQUISITION 150,000.00 0.00 0.00 150,000.00 REIMBURSEMENT TO GEN FUND 350,708.00 87,676.99 0.00 263,031.01 TRANSFERS OUT 1 706 754 00 1,982,532.01 0.00 (275,778,01) TOTAL LOW/MOD TAX 8,210,432.00 2,194,000.01 0.00 6,016,431.99 2004 LOWIMODERATE BOND FUND HOUSING PROGRAMS 51,021,866.00 48.00 0.00 51,021,818.00 LAND 3,000,000.00 0.00 0.00 3,000,000.00 TRANSFERS OUT 1,167,353.00 316,278.43 0.00 861,074.57 TOTAL LOW/MOD BOND 55,189,219.00 316,326.43 0.00 54,872,892.57 DEBT SERVICE FUND: SERVICES 195,970.00 0.00 0.00 195,970.00 BOND PRINCIPAL 200,000.00 100,000.00 0.00 100,000.00 BOND INTEREST 319,168.00 160,646.25 0.00 158,521.75 INTEREST CITY ADVANCE 1,593,358.00 368,886.52 0.00 1,224,471.48 PASS THROUGH PAYMENTS 11,726,665.00 25,828.27 0.00 11,700,836.73 TRANSFERS OUT 1,706,754.00 1,982,532.01 0.00 (275,778.01) TOTAL DEBT SERVICE 15,741,915.00 2,637,893.05 0.00 13,104,021.95 CAPITAL IMPROVEMENT FUND: PERSONNEL 2,900.00 1,356.56 0.00 1,543.44 SERVICES 195,162.00 1,175.08 0.00 193,986.92 ADVERTISING -ECONOMIC DEV 0.00 0.00 0.00 0.00 ECONOMIC DEVELOPMENT ACTIVITY 0.00 0.00 0.00 0.00 REIMBURSEMENT TO GEN FUND 23,903.00 5,975.76 0.00 17,927.24 TRANSFERS OUT 5,606,525.00 5,123,484.00 0.00 483,041.00 TOTAL CAPITAL IMPROVEMENT 5,828,490.00 5,131,991. 00 0.00 696,498.60 O10 T4ht 4 w*fAQ" COUNCIL/RDA MEETING DATE: November 15, 2005 A Joint Public Hearing Between the City Council and Redevelopment Agency to Consider the Sale of Real Property Located at 52-625 Avenida Rubio By and Between the La Quinta Redevelopment Agency and Angela Juarez RECOMMENDATION: AGENDA CATEGORY: BUSINESS SESSION: CONSENT CALENDAR: STUDY SESSION: PUBLIC HEARING: Approve the sale of the single-family home located at 52-625 Avenida Rubio to Angela Juarez for a purchase price of $165,000, and authorize the Executive Director to execute the necessary documents. FISCAL IMPLICATIONS: The Agency will receive approximately $82,000 from sale proceeds and will fund a $75,000 silent second trust deed loan; funding the second trust deed loan will insure that the dwelling is affordable to a very low-income household. BACKGROUND AND OVERVIEW: In August, 1995, the Agency acquired 50 single-family homes in the Cove to remove them from bankruptcy proceedings filed by the then owner, Coachella Valley Land. Known as the La Quinta Rental Housing Program, these dwellings were rented to very low-income Section 8 households. In February 1998, the Agency directed staff to sell two units per year first to qualified tenants, and second, to other eligible very low-income households. Since 1998, the Agency has also been substantially rehabilitating these units in order to count them towards the Agency's affordable housing production requirements. State law requires existing dwellings be substantially rehabilitated (wherein the rehabilitation costs are 25% or greater than current market value) in order to count them as part of the Agency's affordable housing production efforts. Property rehabilitation costs have been funded from rental income. oil S:\CityMgr\STAFF REPORTS ONLY\PH 4 RDA Rubio.doc When the Agency initiated relocation activities at the Vista Dunes Mobile Home Park, staff began working with interested Park residents who could qualify for first trust deed mortgage loans to purchase homes that were in the Rental Housing Program or featured an Agency sponsored silent second trust deed mortgage. The Rental Housing Program property manager and/or local realtors (in the case of homes with silent second trust deed mortgages) continually contact staff when Rental Housing Program homes are vacant, or when Agency second trust deed mortgage homes are offered for sale. Ms. Juarez is a Vista Dunes resident who expressed interest in purchasing a home. A Rental Housing Program home was available and she subsequently qualified for a first trust deed mortgage loan. The sale transaction would be structured wherein an Agency silent second trust deed mortgage would cover the difference between the sales price, and the down payment and an affordable first trust deed mortgage. If this sale is authorized, the unit will be sold for $165,000 with the buyer funding an 18% or $30,000 down payment, and a private lender originating a $60,000 first trust deed mortgage (the maximum loan the homebuyer can obtain and have overall housing costs affordable to a very low-income household). The Agency would convert $75,000 of its equity into a silent second trust deed loan. This sale would be the 19th Rental Housing Program unit to be sold; ten were sold to existing tenants, and nine to non -tenant households. Attachment 1 is a Summary Report that further details this transaction. Pursuant to the Redevelopment Law, a joint public hearing of the City Council and Agency Board must be held prior to approving the sale of Agency property purchased with tax increment revenue. FINDINGS AND ALTERNATIVES: Alternatives available to the Redevelopment Agency include: 1. Approve the sale of the single-family home located at 52-625 Avenida Rubio to Angela Juarez for a purchase price of $165,000, and authorize the Executive Director to execute the necessary documents; or 2. Do not approve the sale of the single-family home located at 52-625 Avenida Rubio to Angela Juarez for a purchase price of $165,000, and do not authorize the Executive Director to execute the necessary documents; or 3. Provide staff with an alternative direction. 012 S:\CityMgr\STAFF REPORTS ONLY\PH 4 RDA Rubio.doc Respectfully submitted, - /i 40/�e Douglas . Evans Community Development Director Approved for submission by: Thomas P. Genovese, Executive Director Attachment: 1. Summary Report 013 S:\CityMgr\STAFF REPORTS ONLY\PH 4 RDA Rubio.doc ATTACHMENT #1 SUMMARY REPORT FOR THE PROPOSED RESIDENTIAL HOME SALE AGREEMENT BETWEEN THE LA QUINTA REDEVELOPMENT AGENCY AND ANGELA JUAREZ November 15, 2005 INTRODUCTION This document is the Summary Report ("Report") for the proposed Sale Agreement ("Agreement") between the La Quinta Redevelopment Agency ("Agency") and Angela Juarez ("Buyer"). The Agreement facilitates the sale of an Agency owned single-family dwelling to the Buyer. This Report has been prepared pursuant to Section 33433 of the California Health and Safety Code (California Community Redevelopment Law) and presents the following: • A summary of the proposed transaction. • The cost of the sale to the Agency. • The estimated value of the interest to be conveyed, determined at the highest and best uses permitted by the Agency's Redevelopment Plan. • The estimated value to be conveyed, determined by the use and with the conditions, covenants, and development costs required by the Agreement. • An explanation of why the sale, pursuant to the Agreement, will assist in the elimination of blight. The Subject Pro erty The home is a vacant 3-bedroom 2-bath single-family dwelling located at 52-625 Avenida Rubio within La Quinta Redevelopment Project Area No. 1 ("Property"). In August, 1995, the Agency acquired 50 single family homes to remove them from bankruptcy proceedings filed by the then owner, Coachella Valley Land. Known as the La Quinta Rental Housing Program, these dwellings were rented to very low income Section 8 households. In February 1998, the Agency directed staff to sell two units per year first to qualified tenants, and second, to other eligible very low income households. Since 1998, the Agency has also been substantially rehabilitating these units in order to count them towards that Agency's affordable housing production requirements. State law requires that an existing dwelling be substantially rehabilitated (wherein the rehabilitation costs are 25% or greater than 014 current market value) in order to count them as part of the Agency's affordable housing production efforts. Property rehabilitation costs have been funded from rental income. The existing tenant recently vacated the property and per Agency policy, staff initiated the sale of this unit to a very low income household. A SUMMARY OF THE PROPOSED TRANSACTION The Agency is in the process of relocating residents from the Vista Dunes Mobile Home Park. The Buyer, a Vista Dunes resident who was being relocated, expressed interest in purchasing a home in La Quinta and subsequently qualified for a first trust deed loan. The Agreement facilitates the sale of the Property to the Buyer, who will occupy the dwelling. The $165,000 sales price will be funded through a combination of the Buyer's $30,000 down payment, a $60,000 first trust deed mortgage, and $75,000 of the Agency's equity that will be converted into a silent second trust deed loan. This second trust deed loan will include covenants to insure that the Property will remain affordable to very low income - household for 45 years. THE COST OF THE SALE TO THE AGENCY The Agency has invested $127,750 in the Property through a combination of the $86,500 initial purchase cost and $41,250 of expenses related to substantially rehabilitating the dwelling. Since 1998, the Agency has been substantially rehabilitating the Rental Housing Program units in order to count them towards the Agency's affordable housing production requirements. State law requires that existing dwellings be substantially rehabilitated (wherein the rehabilitation costs are 25% or greater than current market value) in order to count them as part of the Agency's affordable housing production efforts. Property rehabilitation costs were funded from rental income. Per the Agreement the Agency will sell the Property for $165,000; of this amount the Agency will receive $82,000 in sale proceeds and convert $75,000 of its equity into a silent second trust deed mortgage loan of $75,000 in order to insure that the annual costs are affordable to very low income households. The Agency will recover 64% of its investment to date from the sale proceeds. ESTIMATED VALUE OF THE INTEREST TO BE CONVEYED AT THE HIGHEST AND BEST USES PERMITTED BY THE AGENCY'S REDEVELOPMENT PLAN The Redevelopment Plan for La Quinta Redevelopment Project No. 1 provides that the Property shall be used for low -density residential development. Current residential property sales for like dwellings in the Cove market area indicate values of $210,000 to $225,000 for three bedroom, two bath single family dwellings in good condition. Gi5 1aquinta\1ghp\renta1 housing\Sum Rpt 52-625 Rubio11-05 ESTIMATED VALUE OF THE INTEREST TO BE CONVEYED DETERMINED BY THE USE, AND WITH THE CONDITIONS, COVENANTS The Agreement provides that the Property will be sold for $165,000. This value was selected in order to facilitate the sale at a cost affordable to a very low income household. EXPLANATION OF WHY THE SALE OF THE PROPERTY PURSUANT TO THE AGREEMENT WILL ASSIST IN THE ELIMINATION OF BLIGHT The Agreement does not eliminate blight in that it does not facilitate a transaction that remedies blight. Instead the Agreement expands the supply of affordable ownership housing in the Project Area. Prior to the sale, the Agency substantially rehabilitated the Property to extend the Property's economic life, to reduce the maintenance burdens for the family that will occupy this unit, and to improve operating efficiencies by installing low water landscaping and efficient heating, air conditioning and water heating devices. The Agreement includes covenants that require the dwelling to remain affordable to very low income households for a 45 year period. This effort not only preserved housing that was affordable to very low income households but will also insure that this dwelling remains affordable for the longest feasible time. iaquinta\lghp\rental housing\Sum Rpt 52-625 Rubio11-05 TW�p 44Q" AGENDA CATEGORY: BUSINESS SESSION: COUNCIL/RDA MEETING DATE: November 15, 2005 CONSENT CALENDAR: ITEM TITLE: STUDY SESSION: A Joint Public Hearing Between the City Council PUBLIC HEARING: and Redevelopment Agency to Consider the Sale of Real Property Located at 53-940 Eisenhower Drive By and Between the La Quinta Redevelopment Agency and Brenda Diehl RECOMMENDATION: Approve the sale of the single-family home located at 53-940 Eisenhower Drive to Brenda Diehl for a purchase price of $165,000, and authorize the Executive Director to execute the necessary documents. FISCAL IMPLICATIONS: The Agency will receive approximately $79,000 from sale proceeds and will fund a $78,000 silent second trust deed loan; funding the second trust deed loan will insure that the dwelling is affordable to a very low-income household. BACKGROUND AND OVERVIEW: In August, 1995, the Agency acquired 50 single-family homes in the Cove to remove them from bankruptcy proceedings filed by the then owner, Coachella Valley Land. Known as the La Quinta Rental Housing Program, these dwellings were rented to very low-income Section 8 households. In February 1998, the Agency directed staff to sell two units per year first to qualified tenants, and second, to other eligible very low-income households. Since 1998, the Agency has also been substantially rehabilitating these units in order to count them towards the Agency's affordable housing production requirements. State law requires existing dwellings be substantially rehabilitated (wherein the rehabilitation costs are 25% or greater than current market value) in order to count them as part of the Agency's affordable housing production efforts. Property rehabilitation costs have been funded from rental income. When the Agency initiated relocation activities at the Vista Dunes Mobile Home Park, staff began working with interested Park residents who could qualify for first trust deed mortgage loans to purchase homes that were in the Rental Housing 017 S:\CityMgr\STAFF REPORTS ONLY\PH 5 RDA Eisenhower.doc Program or featured an Agency sponsored silent second trust deed mortgage. The Rental Housing Program property manager and/or local realtors (in the case of homes with silent second trust deed mortgages) continually contact staff when Rental Housing Program homes are vacant, or when Agency second trust deed mortgage homes are offered for sale. Ms. Diehl is a Vista Dunes resident who expressed interest in purchasing a home. A Rental Housing Program home was available and she subsequently qualified for a first trust deed mortgage loan. The sale transaction would be structured wherein an Agency silent second trust deed mortgage would cover the difference between the sales price, and the down payment and an affordable first trust deed mortgage. If this sale is authorized, the unit will be sold for $165,000 with the buyer funding a 19% or $32,000 down payment, and a private lender originating a $55,000 first trust deed mortgage (the maximum loan the homebuyer can obtain and have overall housing costs affordable to a very low-income household). The Agency would convert $78,000 of its equity into a silent second trust deed loan. This sale would be the 20th Rental Housing Program unit to be sold; ten were sold to existing tenants, and ten to non -tenant households. Attachment 1 is a Summary Report that further details this transaction. Pursuant to the Redevelopment Law, a joint public hearing of the City Council and Agency Board must be held prior to approving the sale of Agency property purchased with tax increment revenue. FINDINGS AND ALTERNATIVES: Alternatives available to the Redevelopment Agency include: 1. Approve the sale of the single-family home located at 53-940 Eisenhower Drive to Brenda Diehl for a purchase price of $165,000, and authorize the Executive Director to execute the necessary documents; or 2. Do not approve the sale of the single-family home located at 53-940 Eisenhower Drive to Brenda Diehl for a purchase price of $165,000, and do not authorize the Executive Director to execute the necessary documents; or 3. Provide staff with an alternative direction. Respectfully submitted, A, - 6 4 � �_'a , - Douglas R vans Community Development Director S:\CityMgr\STAFF REPORTS ONLY\PH 5 RDA Eisenhower.doc Approved for submission by: Thomas P. Genovese, Executive Director Attachment: 1. Summary Report 01J S:\CityMgr\STAFF REPORTS ONLY\PH 5 RDA Eisenhower.doc ATTACHMENT 1 SUMMARY REPORT FOR THE PROPOSED RESIDENTIAL HOME SALE AGREEMENT BETWEEN THE LA QUINTA REDEVELOPMENT AGENCY AND BRENDA D1EHL November 15, 2005 INTRODUCTION This document is the Summary Report ("Report") for the proposed Sale Agreement ("Agreement") between the La Quinta Redevelopment Agency ("Agency") and Brenda Diehl ("Buyer"). The Agreement facilitates the sale of an Agency owned single-family dwelling to the Buyer. This Report has been prepared pursuant to Section 33433 of the California Health and Safety Code (California Community Redevelopment Law) and presents the following: • A summary of the proposed transaction. The cost of the sale to the Agency. • The estimated value of the interest to be conveyed, determined at the highest and best uses permitted by the Agency's Redevelopment Plan. • The estimated value to be conveyed, determined by the use and with the conditions, covenants, and development costs required by the Agreement. • An explanation of why the sale, pursuant to the Agreement, will assist in the elimination of blight. The Subject Property The home is a vacant 3-bedroom 2-bath single-family dwelling located at 53-940 Eisenhower Drive within La Quinta Redevelopment Project Area No. 1 ("Property"). In August, 1995, the Agency acquired 50 single family homes to remove them from bankruptcy proceedings filed by the then owner, Coachella Valley Land. Known as the La Quinta Rental Housing Program, these dwellings were rented to very low income Section 8 households. In February 1998, the Agency directed staff to sell two units per year first to qualified tenants, and second, to other eligible very low income households. Since 1998, the Agency has also been substantially rehabilitating these units in order to count them towards that Agency's affordable housing production requirements. State law requires that an existing dwelling be substantially rehabilitated (wherein the rehabilitation costs are 040W0 25% or greater than current market value) in order to count them as part of the Agency's affordable housing production efforts. Property rehabilitation costs have been funded from rental income. The existing tenant recently vacated the property and per Agency policy, staff initiated the sale of this unit to a very low income household. A SUMMARY OF THE PROPOSED TRANSACTION The Agency is in the process of relocating residents from the Vista Dunes Mobile Home Park. The Buyer, a Vista Dunes resident who was being relocated, expressed interest in purchasing a home in La Quinta and subsequently qualified for a first trust deed loan. The Agreement facilitates the sale of the Property to the Buyer, who will occupy the dwelling. The $165,000 sales price will be funded through a combination of the Buyer's $32,000 down payment, a $55,000 first trust deed mortgage, and $78,000 of the Agency's equity that will be converted into a silent second trust deed loan. This second trust deed loan will include covenants to insure that the Property will remain affordable to very low income - household for 45 years. THE COST OF THE SALE TO THE AGENCY The Agency has invested $127,750 in the Property through a combination of the $86,500 initial purchase cost and $41,250 of expenses related to substantially rehabilitating the dwelling. Since 1998, the Agency has been substantially rehabilitating the Rental Housing Program units in order to count them towards the Agency's affordable housing production requirements. State law requires that existing dwellings be substantially rehabilitated (wherein the rehabilitation costs are 25% or greater than current market value) in order to count them as part of the Agency's affordable housing production efforts. Property rehabilitation costs were funded from rental income. Per the Agreement the Agency will sell the Property for $165,000; of this amount the Agency will receive $79,000 in sale proceeds and convert $78,000 of its equity into a silent second trust deed mortgage loan of $78,000 in order to insure that the annual costs are affordable to very low income households. The Agency will recover 62% of its investment to date from the sale proceeds. ESTIMATED VALUE OF THE INTEREST TO BE CONVEYED AT THE HIGHEST AND BEST USES PERMITTED BY THE AGENCY'S REDEVELOPMENT PLAN The Redevelopment Plan for La Quinta Redevelopment Project No. 1 provides that the Property shall be used for low -density residential development. Current residential property sales for like dwellings in the Cove market area indicate values 021 laquinta\lghp\rental housing\Sum Rpt 53-940 Eisenhower of $210,000 to $225,000 for three bedroom, two bath single family dwellings in good condition. ESTIMATED VALUE OF THE INTEREST TO BE CONVEYED DETERMINED BY THE USE, AND WITH THE CONDITIONS, COVENANTS The Agreement provides that the Property will be sold for $165,000. This value was selected in order to facilitate the sale at a cost affordable to a very low income household. EXPLANATION OF WHY THE SALE OF THE PROPERTY PURSUANT TO THE AGREEMENT WILL ASSIST IN THE ELIMINATION OF BLIGHT The Agreement does not eliminate blight in that it does not facilitate a transaction that remedies blight. Instead the Agreement expands the supply of affordable ownership housing in the Project Area. Prior to the sale, the Agency substantially rehabilitated the Property to extend the Property's economic life, to reduce the maintenance burdens for the family that will occupy this unit, and to improve operating efficiencies by installing low water landscaping and efficient heating, air conditioning and water heating devices. The Agreement includes covenants that require the dwelling to remain affordable to very low income households for a 45 year period. This effort not only preserved housing that was affordable to very low income households but will also insure that this dwelling remains affordable for the longest feasible time. G laquinta\lghp\rental housing\Sum Rpt 53-940 Eisenhower