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HomeMy WebLinkAboutMINUTES - 08012006 - PR.1 TO: BOARD OF SUPERVISORS CONTRA COSTA FROM: John Cullen County Administrator a • ',,� COUNTY .v�A�CoiiK DATE: August 1, 2006 SUBJECT: PRESENTATION by the California State Association of Counties (CSAC) on its Finance Corporation SPECIFIC REQUEST(S)OR RECOMMENDATION(S)&BACKGROUND AND JUSTIFICATION RECOMMENDATION(S): PRESENTATION on the Finance Corporation of the California State Association of Counties (CSAC) by Norma Lammers, Executive Director. BACKGROUND: The California State Association of Counties formed the CSAC Finance Corporation in 1986 to offer municipal finance services to counties and to private entities that provide significant public benefit to the residents of the counties. Since its inception, the Finance Corporation, in partnership with California Communities and US Communities, has constantly developed new products and services for CSAC member counties as well as other local government entities. Attached is an informational packet regarding the Corporation. CONTINUED ON ATTACHMENT: l' YES SIGNATURE: ✓ RECOMMENDATION OF COUNTY ADMINISTRATOR_RECOMMENDATION OF BOA MITTEE ✓APPROVE OTHER SIGNATURE(S): ACTION OF BOA D N I APPROVED AS RECOMMENDED A O ER VOTE OF SUPERVISORS (,, I HEREBY CERTIFY THAT THIS IS A UNANIMOUS(ABSENT )kV- Z) ) TRUE AND CORRECT COPY OF AN AYES: NOES: ACTION TAKEN AND ENTERED ABSENT: ABSTAIN: ON MINUTES OF THE BOARD OF SUPERVISORS ONnTHE .DATE lSHOWN. / Contact: Sara Hofmann(5-1090) ATTESTED (�l{tI/1! d, C LZ6 �OHN CULLEN,CLERK OF THE BOARD OF SUPERVISORS AND COUNTY ADMINISTRATOR cc: CAO BY DEPUTY sy Y Z 4 0 0 a V W ,r' N d G G v Ky G N ✓G. 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N O d w m In G< N p• G O N m < d C m K I--1 O .mw K y m a S = C En Xv 0- y d _' J Z > 0 C �n o. 0 J m a n m J � ,+ co C+ n �, n m cn ni n 3 0 D m <o o o•, y m m = n w a co y m y N o a v a n p n 0. o. O b'f <. .� m m J 0 n o c d o o- _ 0- o .J. m m � m m N N a The Investment Trust of California CaITRUST offers the optio of three (CaITRUST) is a program established by accounts to provide local a ncies with a public agencies in California for the purpose convenient method of poolin funds:short- of pooling and investing local agency funds, term medium-term and long- rm.Each of such as operating reserves and bond proceeds. the accounts seeks to attain as ' h a level Legislation signed into law in 2004 increased of current income as is consistent A the the ease with which public agencies canpreservation of principal. participate in this investment program. CaITRUST The accounts are managed by Metropolitan Board ofTiustees Any California local agency can participate West Securities LLC,a registered investment Robert Boitano in CaiTRUSTs pooled investment program. advisor with more than$50 billion in assets Sonoma County CaITRUST provides interested California under management.A Board of Trustees, local agencies with two options for participa- comprised of experienced public agency Dave Ciappont tion:to join as a member of the joint powers Westlends Water District j 7 Po investment officers and policy makers, authority that operates the program;or to supervises the investment program of the Charles Lomeli direct) in shares of CaITRUST Trust.The CSAC Finance Co Solano County(President) y invest Corporation serves without the need for joining the joint powers as Irogram administrator for CaITRUST. William Pollacek authority.In the case of counties,funds of Contra Costa County other agencies that have invested with the County Treasurer's Office are eligible for F O R MOR E investment. A etailed information statement is I N F O RM A T I O N: avilable on the CaITRUST Web site at www.caltrust.org. Norma Lammers Executive Director, CSAC Finance Corporation Phone:916/327-7500,ext.554 E-mail:nlommers®counties.org Metropolitan West Securities,LLC Attention:CaITRUST Service Center Phone:888/422-8778 Email:cahrust0mws.com Web Site:www.caltrustorg i Will POOLED • The California State Association of Counties is a program sponsor for a unique and effective pooled purchasing program that can result in significant l ost savings for public agencies.The U.S. Communities Government Purchasing Alliance(U.S.Communities) is a nonprofit instrument of government that assists public agencies by pooling the purchasing power of public agencies to achieve bulk volume discounts. U.S. Communities offers a wide variety of products, including: • Office/School Supplies—Office • Office Machines—Savin Corp. Depot • Procurement Card— • Electrical and Communications/ American Express Data—Grail • Park and Playground Equipment— • Office Furniture—Haworth, Gametime,Landscape Structures Herman Miller,Knoll and Steelcase and Little Tikes • Technology Products—GTSI Corp. • Physical Education • Janitorial Supplies— Supplies—Sporting ZEP Manufacturing • School Furniture—Virco and • Tools and Material Handling— School Specialty Hughes Supply Inc. • Carpet and Flooring—Interface Flooring Systems,Inc., and Milliken Carpet There are no costs or fees to participate.A All U.S.Communities contracts have been public agency just has to register online at competitively solicited by a lead public www.uscomrnunities.org.There ate no agency in accordance with their own public FOR MORE restrictions on the amount or size of a public p �rchasmgues-a guloibis satisfies INFORMATION: tionagency order. the compeinoicrequirements of m st state land local gov mment agencies. U.S.Communities Peter Foley Program Manager Phone:92008-5340 E-mail:pfoley@uscommunities.org t Web Site:www.uscommunities.org i CaLease The California Communities CaLease computer equipment, phone systems, program can help public agencies and non- furniture,medical equipment and other profits such as hospitals acquire real propertyheavly equipment. and equipment through low-cost, lease. purchase financing.CaLease is a one-stop To date,CaLease has financed projects for lease-purchase management program. mor than 30 counties,cities and spec al districts throughout California. Initiated in 1995,CaLease has allowed partic- ipating agencies to finance ongoing equipment purchases,including fire trucks,police vehicles, Water/Wastewater California Communities issues pooled P09 participants obtain economies of scale, revenue bonds for municipalities and such as lower bond issuance costs and a low special districts seeking to finance,or fixed rate of interest. refinance,public capital improvements to water, wastewater and sewer facilities throughout Calffomia. Since 1999, more than$140 million in pooled water revenue bonds have been issued by California Communities for public agencies. FOR MORE INFORMATION: Norma Lammers Executive Director, CSAC Finance Corporation Phone:916/327-7500,ext,554 E-mail:nlammers@counties.org James Hamill Project Manager, California Communities Phone:925/933-9229 ext.216 E-mail:ihamill@cacommunides.com Web site:www.cocommunities.com TOWANnlCON G C OO R THM p ° OVATE SIEC40O ° 93 NOW - FROO VOTS The California Statewide Communities Development Authority issues private-sector bonds for projects that show a clear public benefit.In the past fiv years,California Communities has been one of the largest municipal issuers in the country. Housing Bonds California Communities helps local govern- California Communities reduces red tape, i ments and private developers work together while offering the convenience of a single to meet the growing need for multi-family issuer for related projects located in multiple: and senior housing.Tax-exempt financing governmental jurisdictions.New housing, offers developers the incentive to build new rehabilitation projects and refinancing may all homes and rehabilitate blighted,high-vacancy qualify for tax-exempt rates that are percentage apartment buildings, points lower than conventional loans. Industrial DevelopmengUanufacturii g Bonds Industrial development and manufacturing California Communities plays an integral bonds are available to finance the acquisition, rola in the filing process with the State of i construction and rehabilitation of manufac- California,which awards a certain volume turing facilities as well as to purchase new ofhousing and industrial development bonds equipment.Since the interest on these bondsannually.All projects must demonstrate a are exempt from federal income taxes, a public benefit and are subject to a local manufacturer can finance a project at a lower public hearing on the project's merit. interest rate than is available through conventional financing. Bonds for Non-Profit Organizations California Communities also serves as an All projects must show a clear public benefit. affordable source of tax-exempt funding for California Communities helps non-profit non-profit organizations that benefit the local organizations and local governments work FOR ORE INFORMATION: community.These projects can range from toether to create and maintain resources that the construction,expansion or rehabilitation m;ke the community a better place to live.In Norma Lammers of hospitals and community centers to private the past decade,CSCDA has issued nearly Executive Director, education facilities and senior care facilities. $110 billion in bonds for non-profit corpora- CSAC Finance Corporation titin financing. Phone:9161327-7500,ext 554 E-mail:nlammers@counties.org Michael LaPierre Project Manager, California Communities Phone:9251933-9229 ext212 E-mail:mlapierre@cacommunities.com i 1 Q s OU ? THE c5AC TO r. ANC E C OO RPOO RAT00% The California State Association of Counties Dev ►opment Authority(CSCDA).This formed the CSAC Finance Corporation in authority provides a broad range of financial 1986 to offer municipal finance services to products and services that promote the counties and to private entities that provide economic well-being of counties and cities. significant public benefit to the residents Thea in 1999,the Finance Corporation and of counties. the League of California Cities established A year later,the Finance Co the US Communities Purchasing and Finance y Corporation and Agency,which operates a nationwide local the League of California Cities created a government purchasing cooperative. Joint Powers Authority of counties and cities, called the California Statewide Communities 0 The Finance Corporation oversees a number of programs, including: • Industrial Development Bonds • Tobacco Securitization Bond Pool • Non-Profit Bonds • Statewide Communities •Multi-Family Housing Infrastructure Program(SCIP) CSAC Finance Corporation Revenue Bonds • Pooled Pension Board of Directors • Exempt FacilityBonds Obligation Bonds Les Brown Public Member • Municipal Lease Program ° Pooled Water/ Greg Cox know as"Ca Lease" Wastewater Bonds San Diego County • Tax and Revenue Anticipation Notes • Deferred Compensation Tom Ford Sonoma County (TRANs) Pools • InvestmentTrust of California(CaITRUST) (President) • National Cooperative Purchasing Henry Gardner Program (US Communities) Public Member These programs are administered by CSCDA, At the same time,the Finance Corporation Michael D.Johnson commonly referred to as"California ha�been able to provide grants to CSAC to Solaro County Communities." By combining the volumes of assist in the development and implementation James Keene counties and cities,California Communities of programs valuable to California's counties, CSAC is able to negotiate lower costs of issuance on while helping to keep member dues down. Patrick J.O'Connell its bond issues.The National Cooperative Alameda County Purchasing program is administered by US Since its inception,the Finance Corporation, Communities which pools together the in(partnership with California Communities Larry Parrish purchasing power of counties,cities and other ani US Communities,has constantly developed Riverside County government agencies to bid for national new products and services for CSAC member Helen M.Thomson contract to provide significant saving to countiesas well as other forms of local Yolo County local government. government.The Corporation will continue to anticipate the financial needs of California's FOR MORE c unties and work hard to meet them. INFORMATION- Norma NFORMATIONtNorma Lammers Executive Director, CSAC Finance Corporation Phone:916/377-7500,ext.554 j E-mail:nlemmers®countes.org Web Site:www.csacfinancecorp.org C Current Products Eligible Agencies •Office and School Supplies •School Furniture •Cities&Counties GarrieTirrie •Electrical&Data •Carpet&Flooring •States Communications •Park and Playground Equipment •Special Districts i •Technology Products •Physical Education Supplies •Towns&Villages ffice Machines �'irI"dtj71M1;,. � 'q Homeland Security e Non-profits •Office Furniture •Maintenance,Repair& •K-12 Schools I •Janitorial Supplies Operating Supplies •Colleges and Universities r7�� • I • • r r7 • � e • e p HAGEMEYER* National Sponsors H/.\WORTH' • Association of School Business Officials International(ASBO) • National Association of Counties(NACo) • National Institute of Governmental Purchasing(NIGP) • National League of Cities(NLC) OHermanMiller • United States Conference of Mayors(USCM) Oz.Irsight provided by a National Network of State,County,Municipal&School Associations Advisory Board 40VERNMENT SOLVitONS The U.S.Communities Advisory Board is made up of key government purchasing officials from across the United States.The Advisory Board provides leadership and overall direction Knoll for IU.S.Communities. County of Allegheny City of Houston Thomas E.Youngs,Jr.,CPPD,C.P.M. Calvin Wells,C.P.M.-City Purchasing Manager �N � Chief Purchasing Officer County of Los Angeles City of Charlotte/Mecklenburg County Joe Sandoval-Manager,Contracts and Purchasing John C.Trunk,C.P.M. County of Maricopa Procurement Services Director Walt Weglarz,CPPB,CPPTS Cobb Count y Assistant Materials Management Director I$tl¢tilf¢S Samuel M.Young,CPPO-Purchasing Director Miami-Dade County/Public Health Trust,FL ITheodore Lucas,CPPO CSha\n of Dallas Vice President,Jackson Memorial Hospital COMMERCIAL Shannon S.Brown-Purchasing Agent City and Cit County of Denver y of San Antonio M1ll1JCien Carpet Sherry Grams,CPPB,C.P.M.-Senior Buyer Janie B.Cantu,CPPB,C.P.M. Detroit Public Schools Assistant Director of Purchasing Hildred Pepper Jr.-Chief Contracting Officer County of San Diego Davis Joint Unified School District Winston McColl-Director of Purchasing Office -i mEnDw. I Rey Reyes-Director of Operations San Diego City Schools 7aflnyCareo/,&a/nem. j Arthur S.Hanby,Jr.,CPPO,CPPB,C.P.M.,A.P.P. Coun of Fairfax ty Director.Business Support Services Cathy Muse,CPPO-Director j i City of Seattle Harford County Public Schools Nancy Locke-City Purchasing Manager 5a Vi�1• John Miller,CPPD-Director of Purchasing Wichita Public Schools County of Hennepin Darren C.Muci,CPPO Michael Scanlan,CPPO,CACM Division Director,Operations R O CO H Senior Buyer Gestetner Hillsborough School District Willie Campbell,CPPO,CPPB Director of Purchasing w��QURCHgs��C s � r Jledcmc U.S. `� COMMUNITIES v�ROO Government Purchasers Saving You Money Founding Co-Sponsors LP NAPS NIGP , 9 Register Online Today and Start Saving USCf1yer 3/10/06 .WWW.USCOmmunities.org QURCHAS��� r l"7oo�Je COMMUNITIES The Strategic Pro_cur_e�m Great Pricing Quality — 0 Time& Products& Resource Services Savings Dsigned in cooperation with an Advisory Board of local government purchasing officials and jointly sponsored by the Associationof School Business Officials International (ASBO), (ompeiitiveNutlonWlde the National Association of Counties (NACo),the Solicited ContrAccess National Institute of Governmental Purchasing No-(ost (NIGP),the National League of Cities((NLC),and Participation the United States Conference of Mayors) (USCM), U.S.Communities pools the purchasing power of Key Advantages public agencies,achieves bulk volume discounts on � Savings behalf of public agencies,competitively solicits quality � 0 Most favorable government pricing products through a lead public agencyand provides • No user fees a purchasing forum for public agencies nationwide. �. • Frees resources for other public priorities, Today more than 14,000 public agencies utilize U.S.Communities contracts and suppliers to procure programs and services a half billion dollars in products and services annually. ' Contracts authorize volume discounts Each month more than 400 new public agencies register to participate. Competitively Solicited The continuing rapid growth of public agency ' All contracts are competitively solicited participation is fueled by the program's proven government contracts and non-exclusive track record of providing public agencies • Meets most government agency"piggybacking" unparalleled value. requirements Oversight provided by Public Purchasing Professionals • Advisory Board guides program direction and Point of Program Purehas s selects products • Advisory Board initiates and manages M9000 Agencies competitive solicitations Aggregate Purchasing Power . . . . . . . . . of the largest 50 Counties • Combines potential purchasing power of up to 87,000 local agencies . . . . . . . of the largest 50 Cities • Expands purchasing choices beyond state boundaries . . . . . . . . . of the largest 50 School Districts • Currently over 14,000 participating public agencies in 50 states °r . . . . . . . . . of the largest 50 Universities g�'a4g� ODg C� Oh�Ii�J [�U`JQ `iP�l 01`Or. IFRAI4RUCT 1U1 QM PROGRAM The Statewide Community Infrastructure The SCIP method is simple:An assessment Program(SCIP)is designed to allow developers district is formed on a county-by-county basis, to finance development impact fees that are placing assessment liens on parcels owned by payable upon receiving building permits. eligible developers who have voluntarily applied for reimbursement of their impact fees.SCIP is funded by tax-exempt revenue SCIP is available to all property owners, besndsecured by the assessment liens.The including developers,located within the ter- b Ilgnds are paid back over time using the ritory of a participating local agency.Many annual assessments paid by property ownem cities and counties are already members,and any city and county can join at no cost. SCIP can fund fee programs for most infra- Under the reimbursement program,developers structure improvements,such as streets, pay impact fees directly to the participating sewers,water,park and draining facilities. city or county when they apply for a building permit, just as they have always done.At the same time,developers also apply to have their fees reimbursed by SCIP. FOR MORE INFORMATION: Norma Lammers Executive Director, CSAC Finance Corporation Phone:916)327-750,ext 554 E-mail:nlammers@counties.org James Hamill California Statewide Communities Development Authority Phone:925!933-9229,ext 216 1 E-mail:ihomill@cacommunities.com I Web Site:www.cacommunities.com C�pLOGOG3�lOd� g�'G�4C��ODC PC�Ig000NJ © a LOGA11 OOO N MOND POOL I In response to increasing pension costs forAdlvantages of a pooled program include many California local governments,CSAC streamlined documentation,economies of and the League of California Cities are spon- scale,and the ability for smaller agencies to soring a pooled Pension Obligation Bond access the taxable market. (POB)financing program. Thi program is being managed by Mogan The program is being offered through theStanley,with co-managers RBC Dair. California Statewide Communities Rauscher and E.J.De La Rosa. Development Authority(CSCDA)and will provide a financing vehicle to refinance unfunded pension liabilities through the issuance of taxable POBs. 0 The pooled Pension Obligation Bond program will provide local agencies a cost- effective vehicle for realizing budget savings. FOR MORE INFORMATION: Norma Lammers Executive Director, CSAC Finance Corporation Phone:9161327-7500,ext.554 E-mail:nlemmers®counbes.org Tom Sweet Marketing Manager, CSAC Finance Corporation Phone:916/327-7500,ext.556 ? E-mail:tsweet®counties.org TAX AND REVENUE ANTOCOPATOOM NOTE PROGRAM Backed by a strong underwriting team and The TRAN program is jointly sponsored by the combined financial strength of counties, the CSAC Finance Corporation and League cities and special districts throughout of alifomia Cities,which together provide California,the CSAC Finance Corporation's oversight to ensure the highest standards in Tax and Revenue Anticipation Notemunicipal finance. (TRAN)program has been highly successful. Over the past decade,the program has issued more than$4 billion in notes involving more than 70 participants. The program's unique structure minimizes paperwork,reduces local government expenses and offers a variety of advantages,such as the option of different length maturities.Participating local agencies benefit from a highly qualified financial team, maximum access to the market,a streamlined issuance process with low issuance costs,and an excellent credit rating. FOR MORE INFORMATION Norma Lammers Executive Director, CSAC Finance Corporation Phone:916/327-7500,ext 554 E-mail:nlammers®counties.org Catherine Bando ` RBC Dain Rauscher Phone:213)362-4137 E-mail:catherine.bando@rbcdain.com f Web Site:wvww.cacommunities.com i i � DCG� G3G°3� D COMp� l�rlga �i'0 ®� Together,the CSAC Finance Corporation, In a recently released study conducted Deferred Compensation National Association of Counties(NACo) byl an independent consultant, the Advisory Committee and Nationwide Retirement Solutions have California/Nationwide Retirement Solutions Tom Ford successfully provided a 457-Deferred pr gram placed first among its competitors.In TreasurerfTex Collector, Compensation Program to county employeesfact,since 1988,this program has been the Sonoma County since 1981. market leader. Michael D.Johnson County Administrator, Solano County The Nationwide Retirement Solutions The CSAC Finance Corporation is proud Pam Kindig program is the largest deferred compensation to be a partner in a longstanding,leading Auditor/Controller, program in the country for county employees. program that provides county employees Sonoma County Nationally,approximately 400,000 county with a valuable savings alternative that can Ron Komers employees save for their retirement using be used to supplement retirement income. HR Director, this flexible, cost-effective employee Riverside County benefit program. Kay Litton Treasurerfrax Collector, Lake County This program is the only one with a national Michael Smith oversight committee consisting of elected Treasurer/Tax Collector, and appointed county officials who are Marin County plan participants. Additionally,an Dave Solaro advisory committee comprised of California County Supervisor, county officials provides additional feedback EI Dorado County and oversight for this supplemental Larry Spikes retirement program. County Administrator, Kings County Demitrios 0.Tatum County Administrator, Merced County Donna Yarnell Treasurer/Tax Collector, Imperial County Lori Zeller Treasurer,Orange County Fire Authority FOR MORE INFORMATION: Norma Lammers Executive Director, CSAC Finance Corporation Phone:916/327-7500,ext 554 E-mail:nlemmers®counties.org Tom Sweet Marketing Manager, CSAC Finance Corporation j Phone:9161327-7500,ext 556 E-mail:tsweet@countes.org l A