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HomeMy WebLinkAboutRESO 01-2024 (24-1117)Recognized Obligation Payment Schedule (ROPS 25-26) - Summary Filed for the July 1, 2025 through June 30, 2026 Period Successor Agency: South San Francisco County: San Mateo Current Period Requested Funding for Enforceable Obligations (ROPS Detail) 25-26A Total (July - December) 25-26B Total (January - June) ROPS 25-26 Total A Enforceable Obligations Funded as Follows (B+C+D) $ 190,157 $ - $ 190,157 B Bond Proceeds - - - C Reserve Balance - - - D Other Funds 190,157 - 190,157 E Redevelopment Property Tax Trust Fund (RPTTF) (F+G) $ - $ - $ - F RPTTF - - - G Administrative RPTTF - - - H Current Period Enforceable Obligations (A+E) $ 190,157 $ - $ 190,157 Certification of Oversight Board Chairman: Name Title Pursuant to Section 34177 (o) of the Health and Safety code, I hereby certify that the above is a true and accurate Recognized Obligation Payment Schedule for the above named successor agency. /s/ Signature Date South San Francisco Recognized Obligation Payment Schedule (ROPS 25-26) - ROPS Detail July 1, 2025 through June 30, 2026 A B C D E F G H I J K L M N O P Q R S T U V W Item # Project Name Obligation Type Agreement Execution Date Agreement Termination Date Payee Description Project Area Total Outstanding Obligation Retired ROPS 25-26 Total ROPS 25-26A (Jul - Dec) 25-26A Total ROPS 25-26B (Jan - Jun) 25-26B Total Fund Sources Fund Sources Bond Proceeds Reserve Balance Other Funds RPTTF Admin RPTTF Bond Proceeds Reserve Balance Other Funds RPTTF Admin RPTTF $21,734,857 $190,157 $- $- $190,157 $- $- $190,157 $- $- $- $- $- $- 12 Oyster Point Ventures DDA OPA/DDA/ Construction 03/23/ 2011 06/30/2027 Oyster Pt Ventures, LLC DDA Sections 3.2.1 Phase IC Improvements and 3.4.1 Improvement Costs Merged - N $- - - - - - $- - - - - - $- 13 Oyster Point Ventures DDA OPA/DDA/ Construction 03/23/ 2011 06/30/2027 Various contractors/ staff DDA Section 5.2 Environmental Indemnification Merged 18,513,268 N $- - - - - - $- - - - - - $- 14 Oyster Point Ventures DDA Project Management Costs 03/23/ 2011 06/30/2027 Legal/Staff costs Soft project management costs Merged 380,000 N $190,157 - - 190,157 - - $190,157 - - - - - $- 16 Harbor District Agreement Improvement/ Infrastructure 03/25/ 2011 06/30/2027 Harbor District Secs. 5.0 lease rev; 7.0 temp. office Merged 1,793,248 N $- - - - - - $- - - - - - $- 17 Harbor District Agreement Project Management Costs 03/25/ 2011 06/30/2027 Legal/Staff costs Soft project management costs Merged 798,341 N $- - - - - - $- - - - - - $- 48 Administration Costs Admin Costs 07/01/ 2025 06/30/2026 Legal/Staff costs Costs to administer Successor Agency Merged 250,000 N $- - - - - - $- - - - - - $- 73 San Mateo Community College District Litigation Litigation 07/01/ 2022 06/30/2025 Legal costs / Meyers Nave Litigation expenses that are an enforceable obligation under HSC 34171(d)(1)(F)(ii) Merged - Y $- - - - - - $- - - - - - $- South San Francisco Recognized Obligation Payment Schedule (ROPS 25-26) - Report of Cash Balances July 1, 2022 through June 30, 2023 (Report Amounts in Whole Dollars) Pursuant to Health and Safety Code section 34177 (l), Redevelopment Property Tax Trust Fund (RPTTF) may be listed as a source of payment on the ROPS, but only to the extent no other funding source is available or when payment from property tax revenues is required by an enforceable obligation. A B C D E F G H ROPS 22-23 Cash Balances (07/01/22 - 06/30/23) Fund Sources Comments Bond Proceeds Reserve Balance Other Funds RPTTF Bonds issued on or before 12/31/10 Bonds issued on or after 01/01/11 Prior ROPS RPTTF and Reserve Balances retained for future period(s) Rent, grants, interest, etc. Non-Admin and Admin 1 Beginning Available Cash Balance (Actual 07/01/22) RPTTF amount should exclude "A" period distribution amount. 14,724,185 2,131,861 E: Funds reserved for Oyster Point Escrow Account ($14,724,185) F: Other Funds reserved for ROPS 22-23 ($231,620) + ROPS 23-24 ($188,513) + 21-22 Revenue ($1,521,494) + Excess PPA 21-22 ($190,234) 2 Revenue/Income (Actual 06/30/23) RPTTF amount should tie to the ROPS 22-23 total distribution from the County Auditor-Controller 7,676,935 278,386 1,737,852 E: Deposits and interest earned Oyster Point Escrow Account ($7,676,935). F: Other Funds revenues from Interest ($59,274), Misc ($141,391), City Advance repayment to Successor Agency ($100,000) 3 Expenditures for ROPS 22-23 Enforceable Obligations (Actual 06/30/23) 5,637,711 231,620 1,737,852 E: Drawdowns from Oyster Point Escrow Account F and G: Other Funds and RPTTF expenses match PPA 22-23 4 Retention of Available Cash Balance (Actual 06/30/23) RPTTF amount retained should only include the amounts distributed as reserve for future period(s) 16,763,409 537,497 E: Funds reserved for Oyster Point Escrow Account ($16,763,409) F: Other Funds reserved for ROPS 23-24 ($188,513) and ROPS 24-25 ($348,984) 5 ROPS 22-23 RPTTF Prior Period Adjustment RPTTF amount should tie to the Agency's ROPS 22-23 PPA No entry required - PPA 22-23 Pursuant to Health and Safety Code section 34177 (l), Redevelopment Property Tax Trust Fund (RPTTF) may be listed as a source of payment on the ROPS, but only to the extent no other funding source is available or when payment from property tax revenues is required by an enforceable obligation. A B C D E F G H ROPS 22-23 Cash Balances (07/01/22 - 06/30/23) Fund Sources Comments Bond Proceeds Reserve Balance Other Funds RPTTF Bonds issued on or before 12/31/10 Bonds issued on or after 01/01/11 Prior ROPS RPTTF and Reserve Balances retained for future period(s) Rent, grants, interest, etc. Non-Admin and Admin form submitted to the CAC 6 Ending Actual Available Cash Balance (06/30/23) C to F = (1 + 2 - 3 - 4), G = (1 + 2 - 3 - 4 - 5) $- $- $- $1,641,130 $- F: 21-22 Revenue ($1,521,494) less Other Funds held for ROPS 24-25 ($348,984), 22-23 Revenue ($300,665), + Excess PPA 21-22 ($190,234) South San Francisco Recognized Obligation Payment Schedule (ROPS 25-26) - Notes July 1, 2025 through June 30, 2026 Item # Notes/Comments 12 13 14 16 17 48 73 24-25 25-26 July 2024-June 2025 July 2025-June 2026 Staff Description Requested Actual Variance Requested Requested Variance Comment/Explanation for Variance City Manager Agency and project administration 49,467$ 49,431$ 36$ 36,208$ 36,208$ Director, Econ & Comm Dev Agency and project administration 13,643$ 13,633$ 10$ 28,565$ 28,565$ Deputy Dir, Econ & Comm Dev Agency and project administration 10,857$ 10,849$ 8$ -$ -$ Economic Development Coordinator Agency and project administration 8,269$ 8,263$ 6$ -$ -$ Management Analyst II Agency and project administration 7,005$ 6,999$ 5$ -$ -$ Management Analyst I Agency and project administration 5,241$ 5,237$ 4$ -$ -$ Administrative Assistant I Agency and project administration 4,249$ 4,246$ 3$ -$ -$ City Clerk Agency meeting administration 3,469$ 3,466$ 3$ 4,688$ 4,688$ Deputy City Clerk Agency meeting administration 1,969$ 1,968$ 1$ 2,320$ 2,320$ City Clerk Records Technician Agency meeting administration 1,685$ 1,684$ 1$ 1,611$ 1,611$ Director, Finance Agency administration 40,318$ 40,289$ 30$ 19,635$ 19,635$ Deputy Director, Finance Agency administration 12,648$ 12,639$ 9$ -$ -$ Senior Accountant Agency administration 20,917$ 20,901$ 15$ 7,102$ 7,102$ Administrative Assistant II Agency administration 3,902$ 3,899$ 3$ 4,550$ 4,550$ Rounding Adjustment Agency administration (639)$ (639)$ -$ 183,000$ 183,504$ (504)$ 104,677$ -$ 104,677$ Vendor/Payee Description Requested Actual Variance Requested Requested Variance RSG, Inc Successor Agency Consultant 25,000$ 20,510$ 4,490$ 25,000$ 25,000$ Maze and Associates Auditor 6,000$ 4,000$ 2,000$ 4,000$ 4,000$ Redwood Public Law Legal Counsel 30,000$ 23,501$ 6,499$ 30,000$ 30,000$ BNY Mellon SSF Escrow Deposit & Trustee 2,500$ 1,250$ 1,250$ 4,000$ 4,000$ Willdan Financial Services Continuing Disclosure Agent/Arbitrage 2,500$ -$ 2,500$ 4,000$ 4,000$ Overhead Supplies, facilities, etc.1,000$ -$ 1,000$ -$ 67,000$ 49,261$ 17,739$ 67,000$ -$ 67,000$ 250,000$ 232,765$ 17,235$ 171,677$ -$ 171,677$ Sub-Total (Other Costs) Grand Total ADMINISTRATIVE BUDGET SOUTH SAN FRANCISCO SUCCESSOR AGENCY Sub-Total (Personnel Costs) 23-24 July 2023-June 2024 ROPS Period Obligations Period Total Outstanding Obligations ($) Total Number of Outstanding Obligations 21,734,857$ 6 Please specify budget methodology (Cost Allocation, Time Study etc) Cost Allocation Agency is ineligible for administrative cost allowance in 25-26 due to receiving $0 RPTTF in 24- 25