SUBJECT: Payment To Education  Revenue Augmentation Fund

 

RECOMMENDATION

 

It is recommended that the City Council adopt a resolution reporting to the County Auditor that the Agency intends to fund the Educational Revenue Augmentation Fund payment in the amount of $5,219,335.00.

 

It is recommended that the City Council and Agency Board approve a loan agreement from the City’s Sewer Service and Use Charge Capital Improvement Fund to the Agency in the amount of $5,219,335.00 for the purpose of paying the State-mandated Educational Revenue Augmentation Fund.

 

 

BACKGROUND

 

During the last State-wide recession, in September 1992, the State Legislature passed a budget package which included SB 844.  SB 844 required the Agency to pay approximately $10.8 million into a county-wide Education Revenue Augmentation Fund (ERAF) by May 10, 1993.  Similar bills were passed in 1993 and 1994.  With the current State Budget deficit, the Legislature revived the Redevelopment to ERAF shift.  The 2002 State Budget includes AB 1768 which requires the Agency to pay approximately $5.22 million into ERAF by May 10, 2003.  The law further requires the City Council to report to the County Auditor as to how the Agency intends to fund this payment.  In 1993, 1994 and 1995, the ERAF payment was made by the Agency through a loan from the City as detailed below.

 

 

ANALYSIS

 

The law specifically allows agencies to use bond proceeds to make the ERAF payment.  However, federal tax restrictions require that the Agency’s bond proceeds be used to finance public improvements.  Because of these federal restrictions, the Agency cannot directly pay the ERAF requirement with bond proceeds.  The payment can be made, however, from the proceeds of a loan from the City’s Sewer Service and Use Charge Fund to the Agency.

 

The Agency will repay the City’s Sewer Service and Use Charge Capital Improvement Fund with Bond proceeds to be used in accordance with federal tax restrictions.  The Agency and City entered into a similar agreement in prior years, which protected the City’s General  Fund from risk.  This payment method ensures that the use of Agency bond proceeds meets both state and federal requirements.

 

Agency and City staff have identified the 60” Brick Interceptor and the Trimble-Morrill Sewer as capital projects in the City’s Sewer Service and Use Charge Capital Improvement Fund for this purpose and request approval from the Board and City Council of the proposed loan agreement.

 

 

COORDINATION

 

This action has been coordinated with the Agency’s General Counsel, City’s Attorney’s Office, City Manager’s Office, and the Department of Public Works.

 

 

FISCAL IMPACT

 

While this will impact the Agency in the amount of approximately $5.22 million, there will be no impact to the City’s General Fund or City Sewer Fund.

 

Funding for repayment of the proposed loan is available in the Agency’s Adopted FY 2002-03 Capital Budget.