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HomeMy WebLinkAboutMINUTES - 01252000 - C71 . � . ell P TO: REDEVELOPMENT AGENCY `�'� -__ i• 011 FROM: Phil Batchelor Executive Director DATE: January 25, 2000 SUBJECT: Acceptance of 1998 - 1999 Audit Report SPECIFIC REQUEST(S) OR RECOMMENDATIONS(S) & BACKGROUND AND JUSTIFICATION RECOMMENDATIONS ACCEPT the June 30, 1999 Audited Financial Statements of the Redevelopment Agency as performed by Macias, Gini & Company. FISCAL IMPACT None. BACKGROUND/REASONS FOR RECOMMENDATIONS The Redevelopment Agency is required to have an annual audit of its financial records. The audit contains no exceptions. The audit*addresses the requirements of Health and Safety Code Section 33080. CONTINUED ON ATTACHMENT: YES SIGNATURE: RECOMMENDATION OF EXECUTIVE DIRECTOR RECOM ENDATION OF AGENC) COMMITTEE IX APPROVE OTHER SIGNATURE(S): ACTION OF AGENCY ON January 25, 2000 APPROVED AS RECOMMENDED X OTHER VOTE OF COMMISSIONERS I HEREBY CERTIFY THAT THIS IS A UNANIMOUS (ABSENT } TRUE AND CORRECT COPY OF AN AYES: NOES: ACTION TAKEN AND ENTERED ON THE ABSENT: ABSTAIN: MINUTES OF THE REDEVELOPMENT AGENCY ON THE DATE SHOWN. Contact: Jim Kennedy 335-1255 Orlg: Redevelopment Agency ATTESTED January 25, 2004 cc: County Administrator PHIL BATCHELOR County Counsel AGENCECRE ARY Auditor-Controller Community Development / , JK:ets BY , DEPUTY DesktopkBoard Orders and GreeniesWoudit.doc � ... :... "`�'° .u.1.c.r.�.�.-.a';�.,mss 3 �..1-. < c i ;�~`,k, �^..._>4,.k:,f.3.��T G�.��a�, � i' . . CONTRA COSTA COUNTY REDEVELOPMENT AGENCY Independent Auditor's Reports, General-Purpose Financial Statements, Required Supplementary Information,and Combining and Account Group Statements For the Fiscal Year Ended June 30, 1999 CONTRA COSTA COUNTY REDEVELOPMENT AGENCY For the Fiscal Year Ended June 30, 1999 Table of Contents Page(s) Independent Auditor's Report.......................... ........... ....... ................................................ ..............................I General-Purpose Financial Statements: Combined Balance Sheet- All Governmental Fund Types and Account Group................................................ ........... ........... .................2 Combined Statement of Revenues,Expenditures and Changes in Fund Balances-All Governmental Fund Types..................... .............. ........................................3 Notes to the General-Purpose Financial Statements...............I........... ......................11-......-.1............4- 10 Required Supplementary Information(Unaudited): Disclosures about the Year 2000 Issue. ................-.......................... ................................................ ........ 11 - 12 Combining and Account Group Statements: Capital Projects Funds: CombiningBalance Sheet............. ......... ...................................................................................................13 Combining Statement of Revenues,Expenditures and Changesin Fund Balances.............. .................................................. ........................................ ..14 Special Revenue Funds: CombiningBalance Sheet.................................................................................................................................15 Combining Statement of Revenues,Expenditures and Changesin Fund Balances(Deficit)............ ................ ..................._...............................-..........................16 Debt Service Funds: CombiningBalance Sheet...................-...................-.......... ............................... ......... ............... ............17 Combining Statement of Revenues,Expenditures and Changesin Fund Balances............................... ....................................... .....................................18 General Long-Term Obligations Account Group: Statement of Changes in General Long-Tenn Obligations Account Group.....................................................19 Other Required Report: Independent Auditor's Report on Compliance and on Internal Control over Financial Reporting Based on an Audit of General-Purpose Financial Statements Performed in Accordance with Government Auditing Standards...............................................................20-21 Mt.Diablo Plaza Partners 2175 N.California Boulevard Kenneth A.Macias Suite 620 Ernest J.Gini Walnut Creek,CA 94596-3565 Kevin J.O'Connell Macias,Gini&Company,.Le 925.274.0190 Certlfled Public Ac 0 malts 925.274.3819 FAX wwwmaciasgini.com Directors of the Contra Costa County Redevelopment Agency INDEPENDENT AUDITOR'S REPORT We have audited the accompanying general-purpose financial statements of the Contra Costa County Redevelopment Agency, California (Agency), a component unit of Contra Costa County, California, as of and for the year ended June 30, 2999. These general-purpose financial statements are the responsibility of the Agency's management. Our responsibility is to express an opinion on these general-purpose financial statements based on our audit. We conducted our audit in accordance with generally accepted auditing standards and the standards applicable to financial audits contained in Government Auditing Standard's, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the general-purpose financial statements are free of material misstatement. An audit includes examining,on a test basis, evidence supporting the amounts and disclosures in the general-purpose financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall general-purpose financial statement presentation. We believe that our audit provides a reasonable basis for our opinion. In our opinion,the general-purpose financial statements referred to above present fairly, in all material respects,the financial position of the Agency as of June 30, 1999, and the results of its operations for the year then ended in conformity with generally accepted accounting principles. In accordance with Government Auditing Standards, we have also issued a report dated November 2, 1999 on our consideration of the Agency's internal control over financial reporting and our tests of its compliance with certain provisions of laws,regulations,contracts and grants. The required supplementary information listed in the table of contents is not a required part of the general-purpose financial statements but is supplementary information required by the Governmental Accounting Standards Board. We have applied certain limited procedures, which consisted principally of inquiries of management regarding the methods of measurement and presentation of the required supplementary information. However, we did not audit the information and do not express an opinion on it. In addition,we do not provide assurance that the Agency is or will become year 2000 compliant,the Agency's year 2000 remediation efforts will be successful in whole or in part, or that parties with which the Agency does business are or will become year 2000 compliant. Our audit was made for the purpose of forming an opinion on the general-purpose financial statements taken as a whole. The combining and account group statements listed in the table of contents are presented for purposes of additional analysis and are not a required part of the general-purpose financial statements of the Agency. Such information has been subjected to the auditing procedures applied in the audit of the general-purpose financial statements and, in our opinion, is fairly stated in all material respects in relation to the general-purpose financial statements taken as a whole. ,. ) . . (4 k,. OF Certified Public Accountants Walnut Creek,California November 2, 1999 OFFICE LOCATIONS Sacramento • Los Angeles • San Francisco Bari Area 2 �, CONTRA COSTA COUNTY REDEVELOPMENT AGENCY Combined Balance Sheet All Governmental Fund Types and Account Group June 30, 1999 Account Governmental Fund Types Group General Total Capital Special Debt Long-Term (Memorandum Projects Revenue Service Obligations Only) ASSETS AND OTHER DEBITS: Assets: Cash and investments $ 38,976,558 $ 4,489,813 $ 1,824,730 $ - $ 45,291,201 Restricted cash and investments 4,055,000 - 4,597,705 - 8,752,705 Accrued investment income - - 29,235 - 29,235 Accounts receivable 125,813 - - - 126,813 Due from Contra Costa County 19,588 315 - - 19,903 Due from other funds 167,000 - - - 167,000 Prepaid items and deposits - 5,814 - - 5,814 Land held for resale 1,848,891 789,450 - - 2,638,351 Notes receivable - 2,993,085 - - 2,993,086 Other debits. Amount available in debt service funds - - - 5,887,548 5,887,548 Amount to be provided for retirement of long-term obligations - - - 51,324,072 51,324,072 Total assets and other debits $ 45,203,950 $ 8,279,488 $ 6,551,670 $ 57,211,620 $ 117,246,728 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable and accrued liabilities $ 195,528 $ 6,757 $ 10,245 $ - $ 212,530 Due to Contra Costa County 405,991 16,106 210 422,307 Due to other funds - 167,000 - - 167,000 Accrued interest - - 653,667 - 653,667 Deferred revenue 123,750 2,993,086 - - 3,116,836 Advances from Contra Costa County 679,805 3,478,351 - 501,620 4,659,776 Bonds payable - - - 56,710,000 55,710,000 Total liabilities 1,405,074 6,661,300 664,122 57,211,620 65,942,116 Fund balances: Reserved for: Debt service - - 5,887,548 - 5,887,548 Encumbrances 129,517 - - - 129,517 Prepaid items and deposits - 6,814 - - 6,814 Land held for resale 1,848,891 789,460 - - 2,638,351 Unreserved: Designated 41,820,468 3,976,202 - - 45,796,670 Undesignated(deficit) - (3,154,288) - - (3,154,288) Total fund balances 43,798,876 1,618,188 5,887,548 - 51,304,612 Total liabilities and fund balances $ 45,203,950 $ 8,279,488 $ 6,551,670 $ 57,211,620 $ 117,246,728 See accompanying notes to the general-purpose financial statements. 2 try 'o" CONTRA COSTA COUNTY REDEVELOPMENT AGENCY Combined Statement of Revenues, Expenditures and Changes in Fund Balances All Governmental Fund Types For the Fiscal Year Ended June 30, 1999 Governmental Fund Types Total Capital Special Debt (Memorandum Projects Revenue Service Only) Revenues: Property tax increment $ 3,149,015 $ 1,249,234 $ 1,847,916 $ 6,246,165 Aid from other governmental agencies 26,465 26,250 - 52,715 Use of money and property 1,176,620 84,962 260,214 1,521,796 Other revenue 64,374 - -- 64,374 Total revenues 4,416,474 1,360,446 2,108,130 7,885,050 Expenditures: Current: General administration 936,044 581 419 937,044 Fiscal agreement pass-throughs 700,623 - - 700,623 County administration fee 54,473 13,618 - 68,091 Operati6n and management of property 57,744 24,075 - 81,819 Capital outlay: Purchase of property 96,605 380,478 - 477,083 Project improvements 1,774,704 1,606,023 3,380,727 Professional services 184,056 - - 184,056 Debt service: Principal repayment 250,000 1,200,000 415,000 1,865,000 Advance refunding escrow - - 1,205,207 1,205,207 Interest and fiscal charges 656,138 178,595 1,628,909 2,463,642 Total expenditures 4,710,387 3,403,370 3,249,535 11,363,292 Deficiency of revenues under expenditures (293,913) (2,042,924) (1,141,405) (3,478,242) Other rinancing sources (uses): Proceeds from advances 2,391 - - 2,391 Proceeds from issuance of bonds 23,671,081 2,950,000 17,411,700 44,032,781 Payment to refund bond escrow agent - - (13,415,577) (13,415,577) Operating transfers in 159,221 161,305 320,526 Operating transfers out (159,221) (161,305) - (320,526) Total other financing sources(uses) 23,514,251 2,947,916 4,157,428 30,619,595 Excess of revenues and other financing sources over expenditures and other financing uses 23,220,338 904,992 3,016,023 27,141,353 Fund balances, beginning of year 20,578,538 713,196 2,871,525 24,163,259 Fund balances, end of year $ 43,798,876 $ 1,618,188 $ 5,887,548 $ 51,304,612 See accompanying notes to the general-purpose financial statements. 3 CONTRA COSTA COUNTY REDEVELOPMENT AGENCY Notes to the General-Purpose Financial Statements For the Fiscal Year Ended June 30, 1999 (1) Activities of the Contra Costa County Redevelopment Agency The Contra Costa County Redevelopment Agency (the Agency) was created on December 6, 1983, for the purpose of redeveloping certain areas of Contra Costa County (the County), designated as project areas. Currently,the members of the County Board of Supervisors serve as the Agency directors. The County and Agency entered into a joint exercise of powers agreement dated April 7, 1992 establishing the County of Contra Costa Public Financing Authority (the Authority). The Authority is also governed by the Board of Supervisors, and as such, is an integral part of the County and Agency. Accordingly, all of the Authority's debt activity relating to the Agency is blended within the accompanying general-purpose financial statements. See the Long-Term Obligations note for debt issued by the Authority. The Authority's general- purpose financial statements may be obtained from the Capital Facilities and Debt Management Office at 651 Pine Street, 6'Floor,Martinez,CA 94553. The accompanying general-purpose financial statements are included as a blended component unit in the County's General-Purpose Financial Statements. The principal sources of funding for the Agency's activities are: • Property tax revenue attributable to increases in assessed valuations in the project areas, • Proceeds from issuance of debt, • Advances and loans from the County, • Aid from other governmental agencies,and • Development fees for services provided to developers in the project areas. (2) Summary of Significant Accounting Policies The significant accounting policies of the Agency used in preparation of the accompanying general-purpose financial statements are as follows: (a) Basis of Presentation—FundAccounfing The accounts of the Agency are organized into funds and an account group, each of which is considered to be a separate accounting entity. The operations of each fund are accounted for within a separate set of self- balancing accounts that comprise its assets, liabilities, fund balance, revenues and expenditures. The following funds and account group are used by the Agency. Capital Projects Funds are used to account for financial resources designated for the acquisition or construction of land and capital facilities or significant repairs or improvements thereto. Special Revenue Funds are used to account for financial resources designated for the improvement of targeted low to moderate income housing areas. Debt Service Funds are used to account for the accumulation of resources for, and the payment of, general long-term debt principal,interest and related costs. General Long-Term Obligations Account Group accounts for the Agency's long-term obligations and is expected to be financed with future tax increment, 4 CONTRA COSTA COUNTY REDEVELOPMENT AGENCY Notes to the General-Purpose Financial Statements (Continued) For the Fiscal Year Ended June 30, 1999 (b) Basis of Accounting The Agency follows the modified accrual basis of accounting. On this basis, revenue is recorded when cash is received except for revenue susceptible to accrual (that is, measurable and available to finance the Agency's operations). Revenues considered susceptible to accrual include property taxes and interest income. Expenditures, other than interest on long-term obligations, are recorded as the liabilities are incurred, if measurable. Interest on long-term obligations is generally recognized when paid. However, where resources have been provided during the current year for payment of interest due early in the following year,the expenditure and related liability are accrued. (c) Capital Expenditures Capital expenditures for certain projects, including acquisition of real property, site clearance and project improvements, are charged to expenditures when incurred. Management of the Agency intends to donate such land and infrastructure and therefore these assets have not been capitalized in the Agency's financial statements. However, appropriate records are maintained by the Agency for both management and accountability purposes. (d) Property Tax Increment California Redevelopment Law provides a means for financing and refinancing redevelopment projects based upon the allocation of taxes collected within a project area. The assessed valuation of a project area prior to adoption of the redevelopment plan, or base roll, is established and, except for any period during which the assessed valuation drops below the base roll, the taxing authorities thereafter receive the taxes produced by the levy of the current tax rate upon the base roll. Property taxes collected upon an increase in assessed valuation over the base roll are called tax increments. Each year the redevelopment project area receives this incremental amount. The Agency has elected to pass through a portion of its annual tax increment to various special districts under agreements with those districts. The annual tax increment may be pledged by a redevelopment agency for the repayment of indebtedness incurred in financing or refinancing the project area. Incremental property taxes are recognized as revenue when claimed and available from local taxing authorities. Contra Costa County assesses, collects and apportions property taxes as follows: Secured Unsecured Lien dates January 1 January 1 Levy dates January I January I Due dates 50%on November I January 1 50%on February 1 Delinquent as of December 10(for November) August 31 April 10(for February) 'faxes are secured by liens on the property being taxed. The term "unsecured" refers to taxes on personal property other than land and buildings. Supplemental property taxes are levied based on changes in assessed values between the date of real property sales and construction and the next normal assessment date. (e) Encumbrances Encumbrance accounting, under which purchase orders, contracts and other commitments for the expenditures of monies are recorded in order to reserve that portion of the applicable appropriation, is employed by the Agency. Encumbrances outstanding at year-end are reported as a reservation of fund balance since they do not constitute expenditures or liabilities. 5 ,q ' c, fir' CONTRA COSTA COUNTY REDEVELOPMENT AGENCY Notes to the General-Purpose Financial Statements (Continued) For the Fiscal Year Ended June 30, 1999 ()} Budgetary Data The budgets of the Agency are primarily tong-term project-length budgets which emphasize major programs and capital outlay plans extending over a number of years. Annual budgetary data is not presented as it would not provide a meaningful comparison to actual revenues and expenditures because of its long-term project-length focus. (g) Unreserved---Designated Fund.balance The Agency designates unreserved fund balances in all project areas for capital and housing projects, except for the Pleasant Hill BART Special Revenue Fund as there is no available fund balance due to liabilities exceeding its assets. (h) Investments The Agency records investment transactions on the trade date. Investments in nonparticipating interest- earning investment contracts (guaranteed investment contracts) are reported at cost, and all other investments are at fair value. Fair value is defined as the amount that the Agency could reasonably expect to receive for an investment in a current sale between a willing buyer and seller and is generally measured by quoted market prices. (i) Use of Estimates The preparation of financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the general-purpose financial statements and the reported amounts of revenues and expenditures during the reporting period. Actual results could differ from those estimates. (j) Total(Memorandum Only)Column The "Total" column on the general-purpose financial statements is presented only to facilitate financial analysis. Data in this column does not present consolidated financial information. Interfund eliminations have not been made in the aggregation of this data. (3) Cash and Investments The Agency's cash and investments consist of the following at.lune 30, 1999: Cash and investments $ 45,291,201 Restricted cash and investments 8,762,705 Total cash and investments $ 54,053,906 As permitted by the Government Code,the Agency directs the County Treasurer to make specific investments separate from the County pool of investments. Statutes and bond indentures authorize the Agency to invest in the State Treasurer's Local Agency Investment Fund(LAIF); obligations of the U.S. Treasury or its agencies; negotiable certificates of deposit; bankers acceptances; commercial paper; mutual funds invested in U.S. Government securities; and investment agreements in form and substance approved by the Trustee (including certain guaranteed investment contracts). The County Treasurer's investment pool,which encompasses its cash pool, is subject to regulatory oversight by the Treasury Oversight Committee, as required by the California Government Code Section 27134. The fair value of the Agency's position in the cash pool is the same as the value of the cash pool shares. 6 CONTRA COSTA COUNTY REDEVELOPMENT AGENCY Nates to the General-Purpose Financial Statements (Continued) For the Fiscal Year Ended June 30, 1999 The Local Investment Advisory Board (Board) has oversight responsibility for LAIF. The .Board consists of five members as designated by State Statute. The value of the pool shares in LAIF which may be withdrawn is determined on the amortized cost basis, which is different from the fair value of the Agency's position in the pool. As of June 30, 1999, the Agency's proportionate share of structured notes and asset-backed securities held by the LAIF was$402,714 or 5.27%of the Agency's investment in LAIF. Information is not available on whether the various mutual funds in which the Agency has invested, used, held, or wrote derivative financial products during the year ended June 30, 1999. A summary of the Agency's investments at June 30, 1999 is shown below. For financial reporting purposes, investments are categorized to give an indication of the level of custodial credit risk assumed by the entity at year-end. Category I includes investments that are insured or registered,or with securities held by the Agency or its agent in the Agency's name. Carrying Amount/Fair Value Category 1 investments: U.S. Government securities $ 2,167,000 Uncategorized cash and investments: Guaranteed investment contracts 29,928,747 Mutual funds 13,906,415 State Treasurer's Local Agency Investment Fund 7,641,641 County Treasurer's cash pool 410,103 Total cash and investments $54,053,906 Under the provisions of the tax allocation bond indentures, a portion of the proceeds were deposited in an amount required to be held in reserve accounts by the fiscal agent as trustee. These reserve accounts are reported in debt service funds. As of June 30, 1999, the amount held by the trustee was $4,697,705,which is equal to or in excess of the amount required at that date. During the year, proceeds from the issuance of the 1999 tax allocation bonds were deposited into an escrow fund for the benefit of the Pleasant Hill BART Project Area. These funds are reported in a capital projects fund and will be released to the Agency as certain tax increment to debt service ratios are met. Any funds not released as of June 15, 2002, due to deficient tax increment, will be used to refund certain bonds. As of June 30, 1999,the amount held by the trustee was$4,065,000. (4) Investments—Land Held for Resale Land acquired by the Agency for future sale is capitalized at cost. Such land is carried at the lower of cost or estimated net realizable value and is offset by a reservation of fund balance to indicate that the assets do not constitute available spendable resources. During the year, the Pleasant Hill BART Project Area sold property with a net realizable value of$950,000 to developers of the Coggins Square Housing Project. The Agency received$600,000 in cash,which was used to repay a portion of the note payable to California Federal Savings, and a promissory note in the amount of $350,000,which is secured by a deed of trust on the property. 7 �r CONTRA COSTA COUNTY REDEVELOPMENT AGENCY Dotes to the General-Purpose Financial Statements (Continued) For the Fiscal Year Ended June 30, 1999 (5) Dotes Receivable A summary of notes receivable,by project, in the Special Revenue Funds at June 30, 1999 is shown below. Coggins Square Apartments $ 350,000 Parkway Estates 733,000 North Richmond Senior Housing Project 581,660 Golden Oak Manor 780,000 Oakley Main Street/Silver Oak Apartments 473,426 Rodeo Senior Housing Project 75,000 $ 2,993,086 (6) Advances from Contra Costa County The $3,166,523 in advances from the County to the Pleasant Hill BART Special Revenue Fund was originally made for the purchase of land,and increased during the year by accrued interest and a new loan of$600,000 for the partial repayment of the note payable to California Federal Savings. Repayment of these advances will be made when sufficient tax increment funds become available. The advance bears interest at 3%per annum. The $311,828 advance from the County to the North Richmond Special Revenue Fund was made for specific project costs related to the North Richmond Senior Center. Repayment of this advance will be made when sufficient tax increment funds become available. The advance bears interest at 3%per annum. The $679,805 advance from the County to the North Richmond Capital Projects Fund was made for specific project costs related to the North Richmond Commercial Center Project. Repayment of this advance will be made when sufficient tax increment funds become available. The advance bears interest at 3%per annum. Advances from the County recorded in the General Long-Term Obligations Account Group at June 30, 1999 represent$501,620 received to finance operations and improvements not associated with specific projects. This balance includes unpaid interest on those advances. Repayment of these advances will be made when sufficient tax increment funds become available. During the year, unpaid accrued interest of$2,391 was added to the outstanding balance of the North Richmond Capital Projects Fund advance and a repayment of$250,000 was made from the Pleasant Hill BART Capital Projects Fund. The pledge of tax increment funds to the County is subordinated to any such pledge of funds that the Agency makes in connection with the sale of bonds,notes or similar Agency obligations. (7) Long-Term Obligations Changes in long-term obligations for the year ended June 30, 1999 is presented below: Balance, Balance, July 1, 1998 Additions Retirements June 30, 1999 Advances from County $ 749,229 $ 2,391 $ 250,000 $ 501,620 Notes Payable 1,200,000 - 1,200,000 - Tax Allocation Bonds: 1992 Series A 21,600,000 - 13,740,000 7,860,000 1995 Series A 1,605,000 - 25,000 1,580,000 1995 Series B 2,695,000 - 40,000 2,655,000 1999 Series A - 44,615,000 - 44,615,000 Total $27,849,229 $44,617,391 $ 15,255,000 $57,211,620 8 C, 1 CONTRA COSTA COUNTY REDEVELOPMENT AGENCY Dotes to the General-Purpose Financial Statements (Continued) For the Fiscal Year Ended June 30, 1999 During the year, the Agency repaid the $1,200,000 note payable to California Federal Savings. The note was originally used to purchase the property,which was sold during the year as part of the Coggins Square Housing Project in the Pleasant Hill BART Special Revenue Fund. The note was repaid with proceeds from the sale of land,together with a$600,000 advance borrowed from the County. On May 15, 1992, the Authority, on behalf of the Agency, issued $29,315,000 in Tax Allocation Revenue Bonds with an average interest rate of 7.02%. The proceeds were used to fund on-going project expenditures and to defease certain tax anticipation notes, which have since been retired. Principal and interest is due annually each August 1 and matures on August 1,2023. On July 17, 1995, the Association of Bay Area Governments, on behalf of the Agency, issued $1,645,000 in Tax Allocation Bonds, Series A, with an average interest rate of 6.41% to fund expenditures for the North Richmond Project Area. Principal is paid annually on August 1 and matures on August 1,2025, On December 21, 1995 the Authority, on behalf of the Agency, issued $2,735,000 in Tax Allocation Bonds, Series B,with an average interest rate of 6.66%to fund expenditures for the Bay Point Project Area. Principal will be paid annually beginning August 1, 1997 and matures on August 1,2025. On May 1, 1999, the Authority, on behalf of the Agency, issued $44,615,000 of Tax Allocation Bonds with interest rates ranging from 4.00%to 5.125%to finance the acquisition and construction of certain public capital improvements throughout the Agency. The Agency will use proceeds of bonds to (a) finance certain redevelopment activities, (b) to advance refund $13,390,000 of the 1992 Tax Allocation Revenue Bonds, (c) fund reserve funds, (d)capitalize interest on certain loans, and(e)pay the costs of issuing the bonds. The net proceeds of the new debt amounted to $44,032,781, which included an original issue discount of$582,219. The portion of the proceeds pertaining to the refunding of the 1992 Tax Allocation Revenue Bonds was used to purchase U.S. government securities. Those securities were deposited in an irrevocable trust with an escrow agent to provide for the debt service payments on the 1992 Tax Allocation Bonds through August 1,2002. As a result, this portion of the 1992 Tax Allocation Bonds is considered to be defeased, and the corresponding liability for these bonds has been removed from the general long-term obligations account group. The Agency completed the refunding increasing its total debt service over the next 30 years by $2,379,742 and generating an economic gain of$1,154,247. Principal is due annually each August 1 and matures on August 1,2014. On June 30, 1999, the 1992 Tax Allocation Bonds considered defeased have an outstanding balance of $13,390,000. The schedule of debt service requirements to maturity for the bonds payable, excluding advances from Contra Costa County,is presented as follows: June 30: 2000 $ 3,066,596 2001 3,830,714 2002 3,838,496 2003 3,906,882 2004 3,910,870 Thereafter 96,719,090 Total debt service 115,272,648 Less amounts representing interest (58,562,648) Total principal outstanding $ 56,710,000 There are a number of limitations and restrictions contained in the various bond indentures. The Agency believes it is in compliance with all significant limitations and restrictions. 9 CONTRA COSTA COUNTY REDEVELOPMENT AGENCY Notes to the General-Purpose Financial Statements (Continued) For the Fiscal Year Ended June 30, 1999 (8) Deficit Fund Balance At June 30, 1999,the Pleasant Hill BART Special Revenue Fund had a deficit fund balance of$2,554,288.This deficit is expected to be cured through the collection of future tax increment revenue. (9) Relationship with Contra Costa County The Agency and the County are closely related but separate legal entities. The Agency does not have any employees and does not have facilities separate from the County. Therefore, a portion of the Agency's expenditures represents services provided to the Agency by the County. In addition, the County performs project improvements, provides administrative services for projects, and provides operating transfers and advances. For the year ended June 30, 1999, the Agency paid approximately $1,939,581 to the County for project improvements and administrative services incurred by the Agency. (10)Due To/From Other Funds At June 30, 1999, the North Richmond Capital Projects Fund loaned$167,000 to the North Richmond Special Revenue Fund to cover project improvements. The loan is short-term and does not bear interest. (11)Fiscal Agreement Pass-throughs The Agency has property tax pass-through agreements with various taxing agencies in existence when the Agency was formed. Under these agreements, the Agency passes through to these various taxing agencies, a portion of the property tax increments it would otherwise have received. In fiscal 1999, the County passed through increments totaling$700,623 directly to these agencies. (12)Commitments and Contingencies The Agency is exposed to various risks of loss related to torts; theft of, damage to, and destruction of assets; errors and omissions; and natural disasters. The Agency is included as part of the County's self-insurance program for public liability. As such, the Agency is obligated to reimburse the County for the unfavorable outcome of any claims paid on behalf of the Agency. At June 30, 1999, there are no significant claims outstanding in the self-insurance program for which the Agency is obligated. There have been no claims during the past three years that have exceeded excess insurance coverage. Additional disclosures required under GASB Statement Nos. 10 and 30 and information regarding the County's insurance is presented in the notes to the County's general-purpose financial statements,which can be obtained from the Auditor-Controller's Office,625 Court Street,Martinez,CA 94553-1282. 10 REQUIRED SUPPLEMENTARY INFORMATION(UNAUDITED) CONTRA COSTA COUNTY REDEVELOPMENT AGENCY Required Supplementary Information(Unaudited) For the Fiscal Year Ended June 30, 1999 Disclosures about the Year 2000 Issue Many computer hardware and software systems were designed to record the date year using only the one's and ten's digits and do not record the century. Thus, the year 1900 and the year 2000 are considered by these systems to be the same year, On January 1, 2000, these systems that use the date in their operation or calculations will fail to function or will provide erroneous or unreliable results which could cause a disruption of government services. In addition to equipment normally considered or associated with computers, many other types of equipment contain and depend upon microprocessors for their function. A few examples of this (Imbedded Chip)technology include building access, climate control and security systems, irrigation systems, communications systems and medical equipment. Since 1995, the County has been vigorously pursuing a program to identify and fix all affected systems and equipment. The County's multifaceted program includes remediation in the data centers, wide area network, local area networks, imbedded chips, legal due diligence, business and disaster resumption and recovery planning, and community awareness. The County had a large commitment of staff time and the cost of replacement equipment and software, however as of June 30, 1999, the County had no contracts with vendors to assist in the Year 2000 remediation project. Data center systems were remediated, tested, and placed back into production prior to April 1, 1999. The County has been using these systems as "Year 2000 compliant" since that date, and is in the final stages of testing 100 external interfaces with the State of California's applications. This includes routines that will bridge both two and four digit date data between the County's compliant systems and non-compliant systems. Wide Area Network infrastructure components were completed by August of 1999, and have been in full production for four months prior to January 1,2000. The table below summarizes the status of the County's Year 2000 remediation project as of June 30, 1999. The areas being addressed are on the left and are defined below. Across the top are the four stages of the Year 2000 remediation process as defined in the GASB Technical Bulletin No.98-1. Validation Awareness Assessment Remediation &Testing County Data Center Complete Complete Complete Complete LAN 1 Desktop Computers Complete Complete Complete In Progress Imbedded Chips Complete Complete In Progress In Progress Due Diligence Complete Complete In Progress In Progress Community Awareness Complete Complete In Progress In Progress County Data Center: Mainframe and minicomputer systems that are maintained at the Department of Information Technology's data center. Most are large-scale applications covering areas of criminal justice, property taxes, general government, finance, human resources, etc. These systems were tested by an independent contractor (Alydaar Corporation) in January and February of 1999. They are certified with an overall error rate of"one seven thousandth of one percent" per 100,000 lines of COBOL code and JCL. 11 CONTRA COSTA COUNTY REDEVELOPMENT AGENCY Required Supplementary Information(Unaudited) For the Fiscal Year Ended June 30, 1999 Disclosures about the Year 2000 Issue—(Continued) LAN/Desktop Computer: Local area networks(LANs)are networks of desktop computers and in some cases a minicomputer that are maintained by individual County departments. Some stand-alone desktop computers are maintained by individual County departments which are also used for important applications. Imbedded Chips: Includes any other equipment that contains an imbedded microprocessor. The General Services Department is coordinating with the other departments to address this equipment. Due Diligence: This is the County's process of documenting its planning, methodology, progress, results and present status of the Year 2000 remediation project, This is done through various means both electronically and on paper. This also includes related programs of the Office of Emergency Services, Environment Health, County Fire, County Sheriff,private business organization,etc. Community Awareness: This is the County's program for communicating a proactive,positive stance with the entire community regarding the County's readiness to deal with the Year 2000 issue. Since 1996,the County has been recognized as a national public sector leader with respect to Year 2000 issues. County senior management and County Year 2000 managers have spent more than two years authoring technical and business issue articles, appearing in government sponsored videos, providing seminars, developing web-based technical and business assistance to other public and private sector organizations. The County has been very proactive and positive about discussing pertinent Year 2000 issues within the local business and government community. The County's Chief Information Officer(CIO)co-chairs the California State Association of CIO's Year 2000 Intergovernmental Task Force with the state CIO, The County's CIO has been selected as an advisory board member of the governor's"Follow the Sun" Year 2000 water project. The County expects the Validation and Testing Stages of all critical systems to be completed by December 1999. However, because of the unprecedented nature of the Year 2000 issue and its effects, the success of related remediation efforts will not be fully determinable until the Year 2000 and thereafter. Therefore, management does not guarantee that the County is or will be fully Year 2000 compliant, that the County's remediation efforts will be successful in whole of in part, or that parties with whom the County does business will be fully prepared by December 1999. 12 COMBINING AND ACCOUNT GROUP STATEMENTS CONTRA COSTA COUNTY REDEVELOPMENT AGENCY ,r''d, Capital Projects Funds Combining Balance Sheet Tune 30, 1999 Pleasant Hill Bay North BART Point Richmond Oakley Rodeo Total ASSETS Cash and investments $ 20,418,244 $6,033,094 $2,594,434 $7,651,473 $2,279,413 $38,976,658 Restricted cash and investments 4,065,000 - - - - 4,065,000 Accounts receivable 126,250 - - 563 - 126,813 Due from Contra Costa County - - - - 19,588 19,588 Due from other funds - - 167,000 - - 167,000 Land held for resale - - - 1,848,891 - 1,848,891 Total assets $ 24,609,494 $6,033,094 $2,761,434 $9,500,927 $2,299,001 $45,203,950 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable and accrued liabilities $ 20,800 $ 96,105 $ 64,480 $ 10,285 $ 3,858 $ 195,528 Due to Contra Costa County 48,510 9,823 332,385 15,273 - 405,991 Deferred revenue 123,750 - - - - 123,750 Advances from Contra Costa County - - 679,805 - - 679,805 Total liabilities 193,060 105,928 1,076,670 25,558 3,858 1,405,074 Fund balances: Reserved for: Encumbrances 920 13,621 104,568 304 10,104 129,517 Land held for resale - - - 1,848,891 - 1,848,891 Unreserved: Designated 24,415,514 5,913,545 1,580,196 7,626,174 2,285,039 41,820,468 Total fund balances 24,416,434 5,927,166 1,684,764 9,475,369 2,295,143 43,798,876 Total liabilities and fund balances $ 24,609,494 $6,033,094 $2,761,434 $9,500,927 $2,299,001 $45,203,950 13 CONTRA COSTA COUNTY REDEVELOPMENT AGENCY / s' Capital Projects Funds Combining Statement of Revenues, Expenditures and Changes in Fund Balances For the Fiscal Year Ended June 30, 1999 Pleasant Hill Bay North BART Point Richmond Oakley Rodeo Total Revenues: Property tax increment $ 1,110,626 $ 574,439 $ 267,828 $ 830,110 $ 366,012 $ 3,149,015 Aid from other governmental agencies - 14,466 10,500 - 1,499 26,465 Use of money and property 781,100 176,613 26,914 169,524 22,469 1,176,620 Other revenue 64,374 - - - - 64,374 Total revenues 1,956,100 765,518 305,242 999,634 389,980 4,416,474 Expenditures: Current: General administration 284,102 168,871 142,756 175,410 164,905 936,044 Fiscal agreement pass-throughs 162,788 188,838 - 276,136 72,861 700,623 County administration fee 26,270 8,148 5,054 11,234 3,767 54,473 Operation and management of property 28,016 4,329 4,123 17,035 4,241 57,744 Capital outlay: Purchase of property - - - - 96,605 96,605 Project improvements 329,824 807,351 531,917 105,612 - 1,774,704 Professional services 22,050 76,815 15,242 26,216 43,733 184,056 Debt service: Principal repayment 250,000 - - - - 250,000 Interest and fiscal charges 314,529 116,326 66,802 110,748 47,733 656,138 Total expenditures 1,417,579 1,370,678 765,894 722,391 433,845 4,710,387 Excess (deficiency)of revenues over(under) expenditures 538,521 (605,160) (460,652) 277,243 (43,865) (293,913) Other financing sources(uses): Proceeds from advances - - 2,391 - - 2,391 Proceeds from issuance of bonds 12,436,676 2,977,525 1,921,912 4,219,446 2,115,522 23,671,081 Operating transfers out (107,315) - (51,906) - (159,221) Total other financing sources (uses) 12,329,361 2,977,525 1,872,397 4,219,446 2,115,522 23,514,251 Excess of revenues and other financing sources over expenditures and other financing uses 12,867,882 2,372,365 1,411,745 4,496,689 2,071,657 23,220,338 Fund balances, beginning of year 11,548,552 3,554,801 273,019 4,978,680 223,486 20,578,538 Fund balances, enol of year $ 24,416,434 $5,927,166 $ 1,684,764 $9,475,369 $2,295,143 $ 43,798,876 14 �f CONTRA COSTA. COUNTY REDEVELOPMENT AGENCY Special Revenue Funds Combining Balance Sheet June 30, 1999 Pleasant .Hill Bay North BART Point Richmond Oakley Roden Total ASSETS Cash and investments $ 11,920 $2,587,534 $ 610,968 $ 351,332 $ 928,059 $4,489,813 Due from Contra Costa County 315 - - - - 315 Prepaid items and deposits - - 6,814 - - 6,814 Land held for resale 600,000 189,460 - - - 789,460 Notes receivable 350,000 - 1,314,660 1,253,426 75,000 2,993,086 Total assets $ 962,235 $2,776,994 $ 1,932,442 $ 1,604,758 $ 1,003,059 $8,279,488 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable and accrued liabilities $ _ $ 100 $ - $ - $ 6,657 $ 6,757 Due to Contra Costa County - 16,033 21 51 1 16,106 Deferred revenue 350,000 - 1,314,660 1,253,426 75,000 2,993,086 Due to other funds - - 167,000 - - 167,000 Advances from Contra Costa County 3,166,523 - 311,828 - - 3,478,351 Total liabilities 3,516,523 16,133 1,793,509 1,253,477 81,658 6,661,300 Fund balances: Reserved for: Land held for resale 600,000 189,460 - - - 789,460 Prepaid items and deposits - - 6,814 - - 6,814 Unreserved: Designated - 2,571,401 132,119 351,281 921,401 3,976,202 Undesignated deficit (3,154,288) - - - - (3,154,288) Total fund balances (deficits) (2,554,288) 2,760,861 138,933 351,281 921,401 1,518,188 Total liabilities and fund balances $ 962,235 $2,776,994 $ 1,932,442 $ 1,604,758 $ 1,003,059 $8,279,488 15 CONTRA COSTA COUNTY REDEVELOPMENT AGENCY Special Revenue Funds Combining Statement of Revenues, Expenditures and Changes in Fund Balances (Deficit) For the Fiscal Year Ended June 30, 1999 Pleasant Hill Bay North BART Point Richmond Oakley Rodeo Total Revenues: Property tax increment $ 578,328 $ 220,716 $ 106,100 $ 252,587 $ 91,503 $ 1,249,234 Aid from other governmental agencies - 26,250 - - - 26,250 Use of money and property 949 49,433 9,611 22,435 2,534 84,962 Total revenues 579,277 296,399 115,711 275,022 94,037 1,360,446 Expenditures: Current: General administration 74 180 114 145 68 581 County administration fee 6,568 2,037 1,263 2,809 941 13,618 Operation and management of property - - 23,975 16 84 24,075 Capital outlay: Purchase of property - 11,000 - 272,808 96,670 380,478 Project improvements 911,000 74,903 564,692 - 55,428 1,606,023 Debt service: Principal repayment 1,200,000 - - - 1,200,000 Interest and fiscal charges 171,125 - 7,470 - - 178,595 Total expenditures 2,288,767 88,120 597,514 275,778 153,191 3,403,370 Excess (deficiency) of revenues over(under)expenditures (1,709,490) 208,279 (481,803) (756) (59,154) (2,042,924) Other financing sources(uses): Proceeds from issuance of bonds - 1,495,000 545,000 - 910,000 2,950,000 Operating transfers in 107,315 - 51,906 - - 159,221 Operating transfers out - (77,106) (39,143) (45,056) - (161,305) Total other financing sources(uses) 107,315 1,417,894 557,763 (45,056) 910,000 2,947,916 Excess(deficiency)of revenues and other financing sources over(under) expenditures and other financing uses (1,602,175) 1,626,173 75,960 (45,812) 850,846 904,992 Fund balances (deficit),beginning of year (952,113) 1,134,688 62,973 397,093 70,555 713,196 Fund balances (deficit), end of year $(2,554,288) $2,760,861 $ 138,933 $ 351,281 $ 921,401 $ 1,618,188 16 CONTRA COSTA COUNTY REDEVELOPMENT AGENCYs-?7 Debt Service Funds Combining Balance Sheet June 30, 1999 Pleasant Hill Bay North BART Point Richmond Oakley Rodeo Total ASSETS - - - Cash and investments $ 908,045 $ 593,365 $ 146,492 $ 169,678 $ 7,150 $ 1,824,730 Restricted cash and investments 2,490,334 964,611 510,849 507,211 224,700 4,697,705 Accrued investment income 15,046 6,059 3,078 3,501 1,551 29,235 Total assets $ 3,413,425 $ 1,564,035 $ 660,419 $ 680,390 $ 233,401 $6,551,670 LIABILITIES AND FUND BALANCES Liabilities: Accounts payable and accrued liabilities $ 2,049 $ 2,049 $ 2,049 $ 2,049 $ 2,049 $ 10,245 Due to Contra Costa County 35 67 64 44 - 210 Accrued interest 365,983 133,578 71,165 57,914 25,027 653,667 Total liabilities 368,067 135,694 73,278 60,007 27,076 664,122 Fund balances: Reserved for debt service 3,045,358 1,428,341 587,141 620,383 206,325 5,887,548 Total liabilities and fund balances $ 3,413,425 $ 1,564,035 $ 660,419 $ 680,390 $ 233,401 $6,551,670 17 CONTRA COSTA COUNTY REDEVELOPMENT AGENCY Debt Service Funds Combining Statement of Revenues, Expenditures and Changes in Fund Balances For the Fiscal Year Ended June 30, 1999 Pleasant Hill Bay North BART Point Richmond Oakley Rodeo Total Revenues: Property tax increment $ 1,202,685 $ 308,424 $ 156,573 $ 180,234 $ - $ 1,847,916 Use of money and property 153,518 55,566 12,453 32,025 6,652 260,214 Total revenues 1,356,203 363,990 169,026 212,259 6,652 2,108,130 Expenditures: Current: General administration 122 116 112 69 - 419 Debt service: Principal repayment 246,855 79,375 42,500 46,270 - 4.15,000 Advance refunding escrow 645,737 213,422 95,023 251,025 - 1,205,207 Interest and fiscal charges 923,591 333,546 173,209 173,536 25,027 1,628,909 Total expenditures 1,816,305 626,459 310,844 470,900 25,027 3,249,535 Deficiency of revenues over expenditures (40,102) (262,469) (141,818) (258,641) (18,375) (1,141,405) Other financing sources (uses): Proceeds from issuance of bonds 8,970,744 3,445,571 1,447,160 3,323,525 224,700 17,411,700 Payment to refund bond escrow agent (7,137,004) (2,396,961) (1,065,147) (2,816,465) - (13,415,577) Operating transfers in - 77,106 39,143 45,056 - 161,305 Total other financing sources(uses 1,833,740 1,125,716 421,156 552,116 224,700 4,157,428 Excess of revenues and other financing sources over expenditures and other uses 1,373,638 863,247 279,338 293,475 206,325 3,016,023 Fund balances, beginning of year 1,671,720 565,094 307,803 326,908 - 2,871,525 Fund balances, end of year $3,045,358 $ 1,428,341 $ 587,141 $ 620,383 $ 206,325 $ 5,887,548 18 X71 CONTRA COSTA COUNTY REDEVELOPMENT AGENCY Statement of Changes in General Long-Term Obligations Account Group For the Fiscal Year Ended June 30, 1999 Balance Balance July 1, 1998 Additions Deletions .lune 30, 1999 Pleasant Hill BART: 1992 Tax Allocation Bonds $ 15,234,480 $ - $ 7,374,480 $ 7,860,000 1999 Tax Allocation Bonds - 21,675,000 - 21,675,000 Advance from Contra Costa County 664,337 - 250,000 414,337 Note payable-Cal Fed 1,200,000 - 1,200,000 - 17,098,817 21,675,000 8,824,480 29,949,337 Stay Paint: 1992 Tax Allocation Bonds 2,430,000 - 2,430,000 - 19958 Tax Allocation Bonds 2,695,000 - 40,000 2,655,000 1999 Tax Allocation Bonds - 8,030,000 - 8,030,000 5,125,000 8,030,000 2,470,000 10,685,000 North Richmond: 1992 Tax Allocation Bonds 1,080,000 - 1,080,000 - 1995A Tax Allocation Bonds 1,605,000 - 25,000 1,580,000 1999 Tax Allocation Bonds - 3,970,000 - 3,970,000 Advance from Contra Costa County 84,892 2,391 - 87,283 2,769,892 3,972,391 1,105,000 5,637,283 Oakley: 1992 Tax Allocation Bonds 2,855,520 - 2,855,520 - 1999 Tax Allocation Bonds - 7,645,000 - 7,645,000 2,855,520 7,645,000 2,855,520 7,645,000 Rodeo: 1999 Tax Allocation Bonds - 3,295,000 - 3,295,400 Total long-term obligations $ 27,849,229 $ 44,617,391 $ 15,255,000 $ 57,211,620 19 ;1 OTHER REQUIRED REPORT ,,.,� Mt.Diablo Plaza Partners 2175 N.California boulevard NAAKenneth A.Macias Suite 620 Ernest J.Gini Walnut Creek,CA 94596-3565 Devin J.O'Connell Macias,Gini&Company LLr 925.274.0190 C art l flail Public Accountants 925.274.3819 Fax www.maciasgini.com Directors of the Contra Costa County Redevelopment Agency INDEPENDENT AUDITOR'S REPORT ON COMPLIANCE AND ON INTERNAL CONTROL OVER FINANCIAL REPORTING BASED ON AN AUDIT OF GENERAL-PURPOSE FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT A UDITING STANDARDS We have audited the general-purpose financial statements of the Contra Costa County Redevelopment Agency, California(the Agency), a component unit of the County of Contra Costa, California, as of and for the year ended June 30, 1999, and have issued our report thereon dated November 2, 1999. We conducted our audit in accordance with generally accepted auditing standards and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Compliance As part of obtaining reasonable assurance about whether the Agency's general-purpose financial statements are free of material misstatement, we performed tests of its compliance with certain provisions of laws, regulations and contracts and grants, noncompliance with which could have a direct and material effect on the determination of general-purpose financial statement amounts. Such provisions include those provisions of laws and regulations identified in the Guidelines for Compliance Audits of California Redevelopment Agencies, issued by the State Controller and is interpreted in the Suggested Auditing Procedures for Accomplishing Compliance Audits of California Redevelopment Agencies, issued by the Governmental Accounting and Auditing Committee of the California Society of Certified Public Accountants. However, providing an opinion on compliance with those provisions was not an objective of our audit and,accordingly,we do not express such an opinion. The results of our tests disclosed no instances of noncompliance that are required to be reported under Government Auditing Standards. Internal Control Over Financial Reporting In planning and performing our audit, we considered the Agency's internal control over financial reporting in order to determine our auditing procedures for the purpose of expressing our opinion on the general-purpose financial statements and not to provide assurance on the internal control over financial reporting. Our consideration of the internal control over financial reporting would not necessarily disclose all matters in the internal control over financial reporting that might be material weaknesses. A material weakness is a condition in which the design or operation of one or more of the internal control components does not reduce to a relatively low level the risk that misstatements in amounts that would be material in relation to the general-purpose financial statements being audited may occur and not be detected within a timely period by employees in the normal course of performing their assigned functions. We noted no matters involving the internal control over financial reporting and its operation that we consider to be material weaknesses. OFFICE LOCATIONS Sacramento + Los Angeles • San Francisco Say Area 20 This report is intended solely for the information and use of the members of the Agency's Board of Directors, management, and the State Controller and is not intended to be and should not be used by anyone other than these specified parties. -YYA OX.4 .6#.*� 4 C, Certified Public Accountants Walnut Creek,California November 2, 1999 21