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HomeMy WebLinkAboutSA_2012-03-27_AgendaPacketSPECIAL MEETING CITY OF ATASCADERO CITY COUNCIL IN THE CAPACITY OF SUCCESSOR AGENCY TO THE COMMUNITY REDEVELOPMENT AGENCY OF ATASCADERO FOR REDEVELOPMENT AND HOUSING PURPOSES1 AGENDA Tuesday, March 27, 2012 (Immediately following the Special Joint Meeting of the City Council and Planning Commission) City Hall Council Chambers 6907 El Camino Real Atascadero, California REGULAR SESSION – CALL TO ORDER: ROLL CALL: Mayor Kelley Mayor Pro Tem O’Malley Council Member Clay Council Member Fonzi Council Member Sturtevant APPROVAL OF AGENDA: Roll Call 1 On January 10, 2012, the Atascadero City Council adopted Resolution No. 2012 -002, electing to serve as the successor to the Community Redevelopment Agency of Atascadero for redevelopment purposes, and also elect ed to retain the housing assets and functions previously performed by the Community Redevelopment Agency of Atascadero. COMMUNITY FORUM: (This portion of the meeting is reserved for persons wanting to address the Board on any matter not on this agenda and over which the Board has jurisdiction. Speakers are limited to three minutes. Please state your name and address for the record before making your presentation. The Board may take action to direct the staff to place a matter of business on a future agenda. A maximum of 30 minutes will be allowed for Community Forum, unless changed by the Board.) C. MANAGEMENT REPORTS: 1. Approval of Recognized Obligation Payment Schedules  Fiscal Impact: None for this action.  Recommendations: City Council, in the Capacity of Successor Agency to Community Redevelopment Agency of Atascadero: 1. Approve the Draft Recognized Obligation Payment Schedule for the period of January 1, 2012 through June 30, 2012 pursuant to Health and Safety Code Section 34177(I)(3) and; 2. Approve the Draft Recognized Obligation Payment Schedule for the period of July 1, 2012 through December 31, 2012 pursuant to Health and Safety Code Section 34177(I)(3). [Administrative Services] BOARD ANNOUNCEMENTS AND REPORTS: (On their own initiative, the Board Members may make a brief announcement or a brief report on their own activities. Board Members may ask a question for clarification, make a referral to staff or take action to have staff place a matter of business on a future agenda. The Board may take action on items listed on the Agenda.) D. ADJOURNMENT: ITEM NUMBER: SA C - 1 DATE: 03/27/12 City of Atascadero City Council in the Capacity of Successor Agency to the Community Redevelopment Agency of Atascadero for Redevelopment and Housing Purposes Staff Report – Administrative Services Approval of Recognized Obligation Payment Schedules RECOMMENDATIONS: City Council, in the Capacity of Successor Agency to Community Redevelopment Agency of Atascadero: 1. Approve the Draft Recognized Obligation Payment Schedule for the period of January 1, 2012 through June 30, 2012 pursuant to Health and Safety Code Section 34177(I)(3) and; 2. Approve the Draft Recognized Obligation Payment Schedule for the period of July 1, 2012 through December 31, 2012 pursuant to Health and Safety Code Section 34177(I)(3). DISCUSSION: On December 29, 2011, the California Supreme Court delivered its decision in the California Redevelopment Association v. Matosantos case. The decision upheld AB1x 26, the Dissolution Act, and found AB1x 27, the Alternative Redevelopment Program Act, unconstitutional. AB1x 26 dissolved the Redevelopment Agency as of February 1, 2012, the new dissolution date established by the Supreme Court. On January 10, 2012, the City of Atascadero elected to become the Successor Agency to the Community Redevelopment Agency of Atascadero. In accordance with the dissolution legislation, on January 24, 2012, t he Redevelopment Agency Board adopted a resolution on approving the Enforceable Obligation Payment Schedule (EOPS) for the period July 1, 2011 through June 30, 2012. ITEM NUMBER: SA C - 1 DATE: 03/27/12 The next step in the dissolution process is for the Successor Agency to approve the Draft Recognized Obligation Payment Schedule (ROPS). This schedule lists all obligations of the former Redevelopment Agency. The list is intended to list all obligations; therefore when there are multiple obligations for the same project/funds, each obligation is listed. (For example: the Agency had an obligation to bond holders to spend bond proceeds on City Hall in acco rdance with the bond agreements; the Agency also had an obligation to FEMA to complete the City Hall Project and receive an occupancy permit in order to meet grant requirements; and the Agency had an obligation to contractors for City Hall. Each of these obligations can be met with the same funds, but each obligation is listed separately). The Draft ROPS also includes obligations of the Agency which AB1x26 has set forth as non-enforceable obligations. These obligations mainly include certain contracts and loans between the City of Atascadero and the Community Redevelopment Agency of Atascadero. It is expected that the validity/enforceability of these types of contracts will either be litigated and/or legislated in the near future and may remain obligations of the former Redevelopment Agency; therefore it is prudent to include the obligations on the Draft ROPS at this time. Once approved by the Council Acting as the Successor Agency, the Draft ROPS will be submitted to the Oversight Board for review and approval, the State Controller and the Department of Finance. The Draft ROPS will also be submitted to the County Auditor Controller for an “audit” and certification. The dates and order of submitting the Draft ROPS to the various agencies are conflicting, however the general consensus is to work through the initial Draft ROPS (for the period January 1, 2012 through June 30, 2012) as quickly as possible and submit the second draft ROPS (for the period of July 1, 2012 through December 31, 2012) to the County Auditor Controller by May 11 , 2012. Both the initial Draft ROPS (for the period January 1, 2012 through June 30, 2012) and the second Draft ROPS (for the period of July 1, 2012 through December 31, 2012) are attached for review and approval. FISCAL IMPACT: None for this action. The purpose of approving the Draft Recognized Obligation Schedules is to ensure that the City acting as Successor Agency will be able to make certain payments for obligations of the former RDA. ATTACHMENTS: 1. Draft Recognized Obligation Payment Schedule - January 1, 2012 through June 30, 2012 2. Draft Recognized Obligation Payment Schedule - July 1, 2012 through December 31, 2012 Page 1 of 15 Redevelopment Tax Trust Fund Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Project Name / Debt Obligation Payee Description Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall 30,477,075.00 0.00 RPTTF 2)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Trustee & disclosure services for life of 2010 Bonds (bond requirement) 81,000.00 0.00 RPTTF 3)2004/2005 Redevelopment Bonds2 Bank of New York Mellon Contract for bonds issued to finance priority redevelopment projects in the project area 20,118,303.78 851,705.00 RPTTF 4)2004/2005 Redevelopment Bonds Bank of New York Mellon Trustee & disclosure services for life of 2004/2005 RDA Bonds (bond requirement) 72,000.00 2,200.00 RPTTF Totals - This Page (RPTIF Funding)50,748,378.78 853,905.00 Totals - Pages 2 - 13 (Other Funding)104,028,755.69 19,581,794.96 Totals - Page 14 (Administrative Cost Allowance)1,104,167.00 104,166.67 Totals - Page 15 (Pass Thru Payments)32,342,393.92 729,318.83 Grand total - All Pages 188,223,695.39 21,269,185.46 0.00 1 2 Total Due During Fiscal Year 2011- 2012 Total Outstanding Debt or Obligation Per the 2005 Bond Indenture Agreement the Agency must transfer all of the tax revenues received in any bond year to the Debt Service Fund promptly upon receipt, until such time during such bond year as the amounts on deposit in the Debt Service Fund equal the aggregate amounts required to be transferred to the trustee for the bond year. This ROPS reflects the debt service payments due March 1, 2013 and September 1, 2013 as due in December 2012 when the first tax increment distribution is required. This is in accordance with the bond indenture agreement which requires the funds to be deposited in the debt service fund. The debt service payments are then made from this debt service fund. The actual bond debt service schedule is attached for reference In order to smooth out transition and avoid default on bonds, it is expected that 2010 Bond reimbursement payments through 2015/2016 will be made from reserves. All future payments related to the 2010 bond reimbursement agreement will be made from the RPTTF TOTAL Jan Feb Mar Apr May Jun Jan - June 2012 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 - 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1,746,364.49 646,236.18 3,433,857.65 3,607,252.30 2,002,817.45 2,287,572.61 13,724,100.68 0.00 20,833.33 20,833.34 20,833.33 20,833.33 20,833.34 104,166.67 0.00 0.00 0.00 0.00 0.00 363,865.50 363,865.50 1,746,364.49 667,069.51 3,454,690.99 3,628,085.63 2,023,650.78 2,672,271.45 14,192,132.85 Payments by Month Payable from Redevelopment Agency Tax Trust Fund Page 2 of 15 Other Funding Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Total Due During *** Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Fiscal Year 2011-2012 Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall Project and other capital projects in the area 2,882,643.75 764,512.50 Other- Reserves 2)Reimbursement/ Bond financing agreement with City of Atascadero City of Atascadero Trustee & disclosure services for life of 2010 Bonds (bond requirement) 9,000.00 1,750.00 Other- Reserves 3)City Loan #1 entered into in 1998 City of Atascadero Contract for loan & interest for start up costs 159,828.00 159,828.00 Other- Reserves 4)City Loan #2 entered into in 2001 City of Atascadero Contract for revolving loan & interest for Operating Expenses 537,482.00 537,482.00 Other- Reserves 5)City Loan #3 entered into in 2002 City of Atascadero Contract for property purchase loan & interest left outstanding for cash flow 774,152.00 774,152.00 Other- Reserves 6)Loan from RDA Low/Moderate Housing Fund to RDA General Fund Low/Mod Housing Fund Repayment of Loan from RDA Low/Mod Fund for SERAF payment 1,335,322.00 0.00 Other- Reserves 7)CJPIA Retrospective Deposit CJPIA Redevelopment Agency share of risk pool losses through June 30, 2011. (Due July 1, 2013) 74,700.00 0.00 Other- Reserves 8)Property Tax Collection County of SLO 2011-2012 annual cost of collection of property tax revenues 95,520.00 95,520.00 Other- Reserves 9)Employee Services Part Time Employee Direct RDA employee costs for RDA through 7/1/11 37.20 37.20 Other- Reserves 10)Financial independent audit services (admin) Moss, Levy & Hartzheim, LLP Contract for independent financial audits (10/11 & 11/12 closeout) 7,755.00 3,655.00 Other- Reserves 11)Agency Insurance costs CJPIA/Alliant Insurance Liability insurance coverage in compliance with bond covenants 9,937.00 9,937.00 Other- Reserves 12)Legal Services- Administration of Agency Burke, Williams, Sorenson Contract for legal services for administration of the agency (estimate through dissolution) 6,496.50 6,496.50 Other- Reserves 13)Administration of Agency Charter Communications/ TW Telecom Admin- Phone & Internet expense (estimated through dissolution) 34.89 34.89 Other- Reserves 14)Administration of Agency California Redevelopment Assoc Admin- annual dues for information, training, etc. 2,670.00 2,670.00 Other- Reserves 15)Computer and website support for RDA City of Atascadero Admin- computer support costs through dissolution 1,280.47 1,280.47 Other- Reserves 16)Administrative support staff for RDA City of Atascadero Administrative direct staff support costs through dissolution 29,000.00 29,000.00 Other- Reserves TOTAL January 2012 February 2012 March 2012 April 2012 May 2012 June 2012 Jan-June 2012 - - 382,256.25 - - - 382,256.25 - - - - - - - 500.00 500.00 500.00 155,674.00 - - 157,174.00 3,822.00 3,453.00 3,822.00 503,699.00 - - 514,796.00 5,504.00 5,149.00 5,504.00 725,327.00 - - 741,484.00 - - - - - - - - - - - - - - - - - - 95,520.00 - 95,520.00 - - - - - - - 3,655.00 - - - - - 3,655.00 - - - - - - - 480.00 - - - - - 480.00 - 4.56 - - - - 4.56 - - - - - - - 183.33 - - - - - 183.33 4,142.86 - - - - - 4,142.86 Payable from Other Revenue Sources Payments by Month Page 3 of 15 Other Funding Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Total Due During *** Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Fiscal Year 2011-2012 Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall Project and other capital projects in the area 2,882,643.75 764,512.50 Other- Reserves 17)General overhead and support for RDA (general accounting, payments, council chamber use, agenda preparation, etc…) City of Atascadero Administrative overhead costs through dissolution 24,790.00 24,790.00 Other- Reserves 18)Colony Square Conditions, Covenants and Restrictions Colony Square, LLC Contract for required participation in maintenance of common areas for Colony Square (estimated cost is listed for 3 years, however required as long as RDA owns the lot) 30,000.00 10,000.00 Other- Rents 19)Maintenance of Creekside Building in accordance with lease agreement with City Various Vendors (Lease commitment to City of Atascadero) Lease Proceeds: Contract for costs associated with maintaining RDA owned building in accordance with lease agreement. (Cost listed is estimate through 6/30/13. Must maintain through sale) 31,452.92 14,726.46 Other- Rents 20)Lease land from City effective 07/01/09 and maintenance of RDA owned Building - Main Street Building City of Atascadero Contract/ Lease of land for RDA owned building (estimated cost listed is for one year) 1,000.00 1,000.00 Other- Reserves 21)Maintenance of building RDA leases to Main Street Various Vendors (Lease to Main Street) Contract for costs associated with maintaining RDA building leased to Main Street (estimated cost listed is for one year) 250.00 200.00 Other- Reserves 22)Blight Reduction and Economic Growth Contract City of Atascadero Contract with City for economic growth projects; tourism, marketing and promotion; downtown enhanced maintenance and beautification; and administration 5,621,180.00 0.00 Other- Reserves 23)Monthly Electricity PG&E Electricity for RDA installed downtown infrastructure enhancements (medians, crosswalks and ped tunnel) through January 30, 2012 1,124.14 1,124.14 Other- Reserves 24)Sunken Garden Extra Maintenance Supplies various vendors Supplies for enhanced maintenance of Sunken Gardens 394.25 394.25 Other- Reserves 25)Trash pickup service NCI Trash bins were placed downtown to keep the area litter free. This is the contract with a third party vendor to empty those trash cans. 1,451.25 1,451.25 Other- Reserves TOTAL January 2012 February 2012 March 2012 April 2012 May 2012 June 2012 Jan-June 2012 Payable from Other Revenue Sources Payments by Month 3,541.43 - - - - - 3,541.43 - - - 10,000.00 - - 10,000.00 407.91 407.91 1,450.00 1,450.00 1,450.00 1,450.00 6,615.82 - - - 1,000.00 - - 1,000.00 - - 50.00 50.00 50.00 50.00 200.00 - 142.62 147.51 - - - - 290.13 - - - - - - - - 322.50 - - - - 322.50 On January 14, 2011, the City and Agency entered into an agreements related to Economic Development and Blight Elimination. The agreement had the Agency formally contracting with the City to complete the Economic Development and Blight Elimination Programs as set out by the Board. The validity of this agreement is called into question as part of AB26, however it is expected that this will be litigated on a statewide level. No payments are shown on this line but rather individually by contract below for executed contracts. There is the potential that future obligations under this contract may be incurred depending on the outcome of litigation/legislation. Page 4 of 15 Other Funding Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Total Due During *** Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Fiscal Year 2011-2012 Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall Project and other capital projects in the area 2,882,643.75 764,512.50 Other- Reserves 26)Downtown Landscape Maintenance Contract Martinelli Landscape Contract for maintenance of the RDA installed infrastructure enhancement; medians and Pedestrian Tunnel through 7/31/11 1,176.83 1,176.83 Other- Reserves 27)Downtown Landscape Maintenance Contract Gilbert's Landscape Contract for maintenance of RDA installed downtown infrastructure enhancements (medians, crosswalks and ped tunnel) through earliest termination 5,692.05 5,692.05 Other- Reserves 28)Clean up and maintenance of the downtown area City of Atascadero Weekly inspection/litter pickup and cleaning of downtown business area through January 2012 14,360.00 14,360.00 Other- Reserves 29)Fountain Maintenance Aquamark Operating costs for Downtown Fountain brought back to working order by the RDA in order to deter blight (estimated through 1/31/12) 2,205.61 2,205.61 Other- Reserves 30)Graffiti abatement Paul Zehner & de Cou LumberRDA Graffiti abatement program costs 116.84 116.84 Other- Reserves 31)Sunken Garden Holiday Enhancement Coast Nitelites Enhancement of Sunken Gardens Holiday Lighting to promote positive activities in the Downtown 7,200.00 7,200.00 Other- Reserves 32)Portable toilet service for farmers market Harvey's Honeyhuts Portable toilet service for farmers market 545.14 545.14 Other- Reserves 33)Color copies for ICSC conference Hart Impressions Marketing materials to encourage economic development in the RDA 157.65 157.65 Other- Reserves 34)Permit Fee Waiver Program City of Atascadero Approved and marketed program for reimbursement of permit fees for new businesses; costs incurred through 12/29/11 1,781.31 1,781.31 Other- Reserves 35)Façade Improvement Program Denny's Restaurant Approved and marketed program for reimbursement of façade improvements 2,999.00 2,999.00 Other- Reserves 36)Tourism Promotion- SLO Count Visitors and Conference Bureau SLO Count Visitors and Conference Bureau Tourism and marking cooperative 8,200.00 8,200.00 Other- Reserves 37)Tourism, Marketing and Events Services SW Martin & Associates Contract for tourism and marking services (cost through earliest termination date) 132,999.96 132,999.96 Other- Reserves 38)Special Events and Promotions SW Martin & Associates Savor the Central Coast 20,000.00 20,000.00 Other- Reserves 39)Main Street Program Atascadero Main Street Contract for downtown promotions and events (through earliest possible termination date) 28,500.00 28,500.00 Other- Reserves TOTAL January 2012 February 2012 March 2012 April 2012 May 2012 June 2012 Jan-June 2012 Payable from Other Revenue Sources Payments by Month - - - - - - - 931.09 1,069.60 - - - - 2,000.69 2,051.43 - - - - - 2,051.43 866.77 - - - - - 866.77 40.00 - - - - - 40.00 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 11,083.33 - 22,166.66 11,083.33 11,083.33 - 55,416.65 - - - - - - - - - - - - - - Page 5 of 15 Other Funding Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Total Due During *** Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Fiscal Year 2011-2012 Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall Project and other capital projects in the area 2,882,643.75 764,512.50 Other- Reserves 40)Marketing tool annual payment Tools for Business Success Informational tool on web site that provides business building, planning, and management tools to help local businesses succeed. 1,140.00 1,140.00 Other- Reserves 41)Economic Development Staff City of Atascadero Portion of City employees time spent on Redevelopment and Economic development in the Project area, both current and future projects 98,170.00 98,170.00 Other- Reserves 42)Lake Park Sign & Frontage City of Atascadero Contract with City to construct the Lake Park Sign and Frontage Project 370,467.67 0.00 Other- Reserves 43)Lake Park Sign & Frontage Eikhof Design Group Design work on Lake Park Sign and Frontage Project 12,708.00 12,708.00 Other- Reserves 44)Lake Park Sign & Frontage various vendors Printing, advertising and geotechnical costs on Lake Park Sign and Frontage Project 1,466.63 1,466.63 Other- Reserves 45)Lake Park Sign & Frontage City of Atascadero City staff time for Lake Park Sign & Frontage Project- project management, inspection, etc. 1,850.47 1,850.47 Other- Reserves 46)Zoo Wall Improvement Project City of Atascadero Contract with City to construct the Zoo Wall Project 240,000.00 0.00 Other- Reserves 47)Redevelopment Agency General Fund accounts payable & accrued payroll at June 30, 2011 Various vendors Invoices & payroll for goods/service received prior to 6/30/11, but not paid until FY 2011/2012 18,890.09 19,151.30 Other- Reserves 48)Redevelopment Agency General Fund accounts payable & accrued payroll at January 31, 2012 Various vendors Invoices for goods/service received prior to 2/1/12, but not paid until after 1/31/12 7,500.00 7,500.00 Other- Reserves 49)Production of Affordable Housing City of Atascadero Contract with City to establish 24 affordable housing units 5,543,800.00 0.00 LMIHF 50)Low/Moderate Income Housing Administration Costs City of Atascadero Administration of the Low/Moderate Income Housing Program (through dissolution) 13,710.00 13,710.00 LMIHF 51)Redevelopment Housing Assistance Strategy Urban Futures Inc.Contract for services to analyze options for affordable housing 42,136.43 42,136.43 LMIHF 52)Redevelopment Agency Low Mod Housing Fund accounts payable & accrued payroll at June 30, 2011 Various vendors Invoices for goods/service received prior to 6/30/11, but not paid until after FY 2011/2012 562.50 562.50 LMIHF TOTAL January 2012 February 2012 March 2012 April 2012 May 2012 June 2012 Jan-June 2012 Payable from Other Revenue Sources Payments by Month - - - - - - - 14,024.29 - - - - - 14,024.29 - 927.00 - 4,032.00 - - - 4,959.00 - - - - - - - 162.58 - - - - - 162.58 - - - - - - - - - 7,500.00 - - - 7,500.00 - 1,958.57 - - - - - 1,958.57 1,575.00 - 5,000.00 - - 7,421.94 13,996.94 - - - - - - - On January 14, 2011, the City and Agency entered into an agreements related to Production of Affordable Housing Units. The agreement had the Agency formally contracting with the City to complete the Production of Affordable Housing Units. The validity of this agreement is called into question as part of AB26, however it is expected that this will be litigated on a statewide level. No payments are shown on this line, but rather individually by contract below for executed contracts. There is the potential that future obligations under this contract may be incurred depending on the outcome of litigation/legislation. Page 6 of 15 Other Funding Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Total Due During *** Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Fiscal Year 2011-2012 Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall Project and other capital projects in the area 2,882,643.75 764,512.50 Other- Reserves 53)Blight Elimination Projects Contract City of Atascadero Contract with City to construct June 2010 priority Blight Elimination Projects 8,176,820.00 0.00 Other- Reserves / Bond proceeds 54)Creek Improvements California Conservation Crew & related support invoices Removal of non-native vegetation in preparation for installation of Creek Trail in compliance with State River Parkways Grant Program. 7,293.46 7,293.46 Other- Reserves 55)Wayfinding Project Signs of Success Contract for design, and purchase of street signs and kiosks 47,632.00 47,632.00 Other- Reserves 56)Wayfinding Project Karp Land Surveys Contract for design, and purchase of street signs and kiosks 105.00 105.00 Other- Reserves 57)Wayfinding Project not yet awarded Bond Funded: Installation of Wayfinding street signs and kiosks, including PG & E charges. As yet unlet contracts for the completion of Wayfinding Project (items 56 & 57 above) 52,263.00 52,304.71 Other- Reserves / Bond proceeds 58)Downtown Property Purchase Hamner & Jewell Contract for property negotiation services 4,605.79 4,605.79 Other- Reserves 59)Downtown Property Purchase First American Title/Olsen Property Purchase of Olsen property for Downtown Pedestrian Bridge/Centennial Park Projects 125,008.00 125,008.00 Other- Reserves 60)Downtown Pedestrian Bridge Althouse & Meade Contract for Environmental evaluation for Downtown Pedestrian Bridge Project 11,000.00 11,000.00 Other- Reserves 61)Downtown Pedestrian Bridge Arris Studio Architects Architectural renderings for Downtown Pedestrian Bridge Project 6,812.47 6,812.47 Other- Reserves 62)Downtown Pedestrian Bridge A&T Arborists Tree plan for Downtown Pedestrian Bridge Project 850.00 850.00 Other- Reserves 63)Downtown Pedestrian Bridge Pacific Gas & Electric PG&E engineering design for electrical service for Downtown Pedestrian Bridge Project 3,000.00 3,000.00 Other- Reserves 64)Downtown Pedestrian Bridge San Luis Obispo County Recorder Filing Fee to record mitigated negative declaration for Downtown Pedestrian Bridge Project 2,094.00 2,094.00 Other- Reserves 65)Downtown Pedestrian Bridge North Coast Engineering Design for Downtown Pedestrian Bridge Project 106,605.00 106,605.00 Other- Reserves 66)Downtown Pedestrian Bridge EDA Design Professionals Topographic Services for Downtown Pedestrian Bridge Project 10,810.00 10,810.00 Other- Reserves TOTAL January 2012 February 2012 March 2012 April 2012 May 2012 June 2012 Jan-June 2012 Payable from Other Revenue Sources Payments by Month - - - - - - - - 23,816.00 - - - - - 23,816.00 - - - - - - - 41.71 - 500.00 - 9,000.00 42,763.00 52,304.71 - - - - - - - - - - - - - - 1,689.50 - 1,863.75 - - - 3,553.25 289.35 - - - - - 289.35 - - - - - - - - - - - - - - - - - - - - - 33,468.35 - 45,279.80 - - - 78,748.15 - - 10,810.00 - - - 10,810.00 On January 14, 2011, the City and Agency entered into an agreements related to 2010 Board prioritized projects collectively known as the Blight Elimination Projects. The agreement had the Agency formally contracting with the City to complete the Projects. The validity of this agreement is called into question as part of AB26, however it is expected that this will be litigated on a statewide level. No payments are shown on this line, but rather individually by contract below for executed contracts. There is the potential that future obligations under this contract may be incurred depending on the outcome of litigation/legislation. Page 7 of 15 Other Funding Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Total Due During *** Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Fiscal Year 2011-2012 Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall Project and other capital projects in the area 2,882,643.75 764,512.50 Other- Reserves 67)Downtown Pedestrian Bridge City of Atascadero Expenditures for City staff time for inspection, construction management and project administration. 0.00 6,606.50 Other- Reserves 68)Maiden Statue Placement Eikhof Design Group Preparation and placement of Maiden Statue under restoration contract 3,040.00 3,040.00 Bonds 69)Maiden Statue Placement various vendors Bond Funded (2005) Ancillary costs to contract with Ethos- transportation and installation of Maiden Statues 46,880.00 7,500.00 Bonds 70)Centennial Plaza Karp Land Surveys Centennial Plaza conceptual plans 1,187.50 1,187.50 Other- Reserves 71)Downtown Streetscape III Project G Sosa Construction Contract through City for portions of underway Streetscape III Project in excess of ARRA grant 88,945.71 88,945.71 Other- Reserves 72)Downtown Streetscape III Project C3 Construction Bond Funded (2005): Expenditures through City for portions of underway Streetscape III Project. 28,947.37 28,947.37 Other- Reserves 73)Downtown Streetscape III Project Apodaca Paving Bond Funded (2005): Expenditures through City for portions of underway Streetscape III Project. 11,570.35 11,570.35 Other- Reserves 74)Downtown Streetscape III Project Rick Engineering Bond Funded (2005): Contract through City for portions of underway Streetscape III Project. 14,677.21 14,677.21 Other- Reserves 75)Downtown Streetscape III Project City of Atascadero Bond Funded (2005): Expenditures for City staff time for inspection, construction management and project administration. 16,352.44 16,352.44 Other- Reserves 76)Downtown Streetscape III Project Various vendors Bond Funded (2005): Expenditures through City for portions of underway Streetscape III Project- includes testing, materials & minor design changes 11,766.38 11,766.38 Other- Reserves 77)Blight Elimination Projects- Fiscal Year 10/11 Expenses (accounts payable June 30, 2011) Various vendors Invoices for goods/service received prior to 6/30/11, but not paid until after 6/30/11 12,324.25 12,324.25 Other- Reserves 78)Maiden Statue Restoration Ethos Bond Funded (2005): Contract for completion of restoration of historic marble statue 147,730.00 147,730.00 Bonds TOTAL January 2012 February 2012 March 2012 April 2012 May 2012 June 2012 Jan-June 2012 Payable from Other Revenue Sources Payments by Month 1,069.68 1,000.00 - - - - 2,069.68 - - 2,500.00 - - - 2,500.00 - - - 2,500.00 2,500.00 2,500.00 7,500.00 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 19,780.00 - - 19,780.00 Page 8 of 15 Other Funding Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Total Due During *** Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Fiscal Year 2011-2012 Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall Project and other capital projects in the area 2,882,643.75 764,512.50 Other- Reserves 79)Historic City Hall Project Contract and Loan Agreement City of Atascadero Bond Funded: Contracts with City to assist with repair of earthquake damage from San Simeon 12,117,863.67 0.00 Bonds 80)Historic City Hall Earthquake Repair/Rehab Project Earth Systems Pacific Bond/Grant Funded: Contract for deputy inspection services 381,278.81 240,855.25 Bonds & Grants 81)Historic City Hall Earthquake Repair/Rehab Project Earth Systems Pacific Bond/Grant Funded: Expected change order for longer than expected foundation work 50,000.00 50,000.00 Bonds & Grants 82)Historic City Hall Earthquake Repair/Rehab Project Marcor Environmental Bond/Grant Funded: Contract for demolition of penthouse areas and related hazardous materials removal 18,500.00 18,500.00 Bonds & Grants 83)Historic City Hall Earthquake Repair/Rehab Project Rossi & Carr Bond/Grant Funded: Contract for Basement Electrical and Temporary Power 1,200.00 0.00 Bonds & Grants 84)Historic City Hall Earthquake Repair/Rehab Project Wysong Construction Bond/Grant Funded: Concrete pile work and other basement structural work construction contractor 3,447,330.25 3,447,330.25 Bonds & Grants 85)Historic City Hall Earthquake Repair/Rehab Project Wysong Construction Bond/Grant Funded: Change Order #01- Savings due to elimination of trees (9,999.00)(9,999.00)Bonds & Grants 86)Historic City Hall Earthquake Repair/Rehab Project Wysong Construction Bond/Grant Funded: Change Order #02 Additional pins for pile cap 2C & PC-1A 2,932.00 2,932.00 Bonds & Grants 87)Historic City Hall Earthquake Repair/Rehab Project Wysong Construction Bond/Grant Funded:Change Order #03 Lead Paint in Basement 22,550.00 22,550.00 Bonds & Grants 88)Historic City Hall Earthquake Repair/Rehab Project Wysong Construction Bond/Grant Funded: Change Order #04 Additional pile cap depth 60,500.00 60,500.00 Bonds & Grants 89)Historic City Hall Earthquake Repair/Rehab Project Scovell Tree Surgery Bond Funded: Contract for removal of two front trees for project 5,000.00 5,000.00 Bonds & Grants 90)Historic City Hall Earthquake Repair/Rehab Project Marcor Environmental Bond/Grant Funded: Contract for removal of underground storage tank and preliminary removal of contaminated soil 10,944.00 10,944.00 Bonds & Grants 91)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Contract for repair of historical fabric / structure construction contract 10,564,669.00 4,581,487.47 Bonds & Grants 92)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Change Order #1- Demo of council dais 2,933.00 2,639.70 Bonds & Grants TOTAL January 2012 February 2012 March 2012 April 2012 May 2012 June 2012 Jan-June 2012 Payable from Other Revenue Sources Payments by Month - 18,183.50 17,935.25 55,000.00 25,000.00 25,000.00 25,000.00 166,118.75 330.00 1,993.75 - - - - 2,323.75 - - - - - - - - - - - - - - 504,648.90 172,821.38 400,000.00 293,910.57 - 344,733.02 1,716,113.87 - - (4,500.00) (4,500.00) (999.00) - (9,999.00) - 2,638.80 - - 293.20 - 2,932.00 - - 20,300.00 - 2,250.00 - 22,550.00 - - 54,450.00 - 6,050.00 - 60,500.00 - - - - - - - - - - - - - - 676,779.99 264,054.71 700,000.00 700,000.00 700,000.00 700,000.00 3,740,834.70 2,639.70 - - - - - 2,639.70 On January 14, 2011, the City and Agency entered into two separate agreements related to the Historic City Hall Earthquake Repair/Rehab Project. The first agreement had the Agency formally contracting its long-time pledge of funds for the Project. The second agreement formalized the long-time agreement for bond proceeds and Redevelopment Agency reserves to fund cash flows for the Project. (A large portion of the Project is funded through reimbursement grants/funding). These validity of these agreements are called into question as part of AB26, however it is expected that this will be litigated on a statewide level. No payments are shown on this line, but rather individually by contract/project line item below. Page 9 of 15 Other Funding Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Total Due During *** Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Fiscal Year 2011-2012 Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall Project and other capital projects in the area 2,882,643.75 764,512.50 Other- Reserves 93)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Change Order #2- Ceiling abatement & removal first floor 7,178.00 6,460.20 Bonds & Grants 94)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Change Order #3- Ceiling abatement & removal second floor 6,117.00 5,505.30 Bonds & Grants 95)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Expected change order #8 - gypsum board substrate in upper rotunda 26,614.00 23,952.60 Bonds & Grants 96)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Change Order #4- Ceiling abatement & removal third floor+ 15,663.00 14,096.70 Bonds & Grants 97)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Change Order #5- Repair fireproofing spalls 3,809.00 3,428.10 Bonds & Grants 98)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Change Order #8- lead abatement for installation of steel 68,580.00 61,722.00 Bonds & Grants 99)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Change order #6- repair of unmortared brick 9,102.00 8,191.80 Bonds & Grants 100)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Change order #7- removal/disposal of selected existing steel 3,630.00 3,267.00 Bonds & Grants 101)Historic City Hall Earthquake Repair/Rehab Project Golden State Steel Bond/Grant Funded: Contract for Structural Steel and Misc. Metals Construction Contract 494,300.00 494,300.00 Bonds & Grants 102)Historic City Hall Earthquake Repair/Rehab Project Golden State Steel Bond/Grant Funded: Change Order #1- deletion of catwalk (48,350.00)(48,350.00)Bonds & Grants 103)Historic City Hall Earthquake Repair/Rehab Project Golden State Steel Bond/Grant Funded: Change Order #2- stiffener plates 2,132.00 2,132.00 Bonds & Grants 104)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Contract for Rough Carpentry Construction 277,920.00 250,128.00 Bonds & Grants 105)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Expected Change Order #1- Rafter Connection Change 2,395.00 2,155.50 Bonds & Grants 106)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Expected Change Order #2- Addition of Catwalk 33,622.00 30,259.80 Bonds & Grants 107)Historic City Hall Earthquake Repair/Rehab Project not yet awarded Bond/Grant Funded: Required landscaping restoration 350,000.00 40,000.00 Bonds & Grants 108)Historic City Hall Earthquake Repair/Rehab Project Republic Elevator Bond/Grant Funded: Contract for Elevator Construction 276,320.00 161,647.20 Bonds & Grants 109)Historic City Hall Earthquake Repair/Rehab Project Alpha Fire Sprinkler Bond/Grant Funded: Contract for Fire Sprinkler Construction 259,841.00 123,361.20 Bonds & Grants TOTAL January 2012 February 2012 March 2012 April 2012 May 2012 June 2012 Jan-June 2012 Payable from Other Revenue Sources Payments by Month 6,460.20 - - - - - 6,460.20 5,505.30 - - - - - 5,505.30 - - - 5,990.00 11,980.00 5,982.60 23,952.60 - 14,096.70 - - - - 14,096.70 - - - 3,428.10 - - 3,428.10 - - 61,722.00 - - - 61,722.00 - - 8,191.80 - - - 8,191.80 - - 3,267.00 - - - 3,267.00 - 10,350.00 177,950.00 177,950.00 71,420.00 49,430.00 487,100.00 - - (17,406.00) (17,406.00) (8,703.00) (4,835.00) (48,350.00) - - 1,918.80 - - 213.20 2,132.00 - 14,788.30 50,000.00 87,500.00 87,500.00 6,789.20 246,577.50 - - - 2,155.50 - - 2,155.50 - - - - 18,200.00 12,059.80 30,259.80 - - - - 5,000.00 35,000.00 40,000.00 - - 24,868.80 87,040.80 - 49,737.60 161,647.20 - - 11,700.00 23,400.00 23,400.00 46,800.00 105,300.00 Page 10 of 15 Other Funding Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Total Due During *** Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Fiscal Year 2011-2012 Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall Project and other capital projects in the area 2,882,643.75 764,512.50 Other- Reserves 110)Historic City Hall Earthquake Repair/Rehab Project Scott Murray Plumbing Bond/Grant Funded: Contract for Plumbing Construction 403,000.00 208,270.20 Bonds & Grants 111)Historic City Hall Earthquake Repair/Rehab Project Scott Murray Plumbing Bond/Grant Funded: Change Order #1 Storm drain piping in basement 11,296.00 10,166.40 Bonds & Grants 112)Historic City Hall Earthquake Repair/Rehab Project Scott Murray Plumbing Bond/Grant Funded: Change Order #2 Wastewater piping in basement 25,182.00 22,663.80 Bonds & Grants 113)Historic City Hall Earthquake Repair/Rehab Project Scott Murray Plumbing Bond/Grant Funded: Expected Change Order #3 Replacement of sewer and storm drain pipes floors 1- 3 207,680.00 157,200.00 Bonds & Grants 114)Historic City Hall Earthquake Repair/Rehab Project Santa Margarita Construction Bond/Grant Funded: Contract for HVAC Construction 849,777.00 618,818.07 Bonds & Grants 115)Historic City Hall Earthquake Repair/Rehab Project Taft Electrical Bond/Grant Funded: Contract for Electrical Construction 762,457.00 427,935.21 Bonds & Grants 116)Historic City Hall Earthquake Repair/Rehab Project Taft Electrical Bond/Grant Funded: Contract Amendment for Add Alternate 128,000.00 28,800.00 Bonds & Grants 117)Historic City Hall Earthquake Repair/Rehab Project Taft Electrical Bond/Grant Funded: Change Order #1 (deduct) MC cable sub Electrical contract (27,711.00)(24,939.90)Bonds & Grants 118)Historic City Hall Earthquake Repair/Rehab Project Taft Electrical Bond/Grant Funded: Change Order #2 (deduct) Notifier fire alarm panel (25,456.00)(22,910.40)Bonds & Grants 119)Historic City Hall Earthquake Repair/Rehab Project Taft Electrical Bond/Grant Funded: Change Order #3 (deduct) Use 5 existing conduits (2,463.00)(2,216.70)Bonds & Grants 120)Historic City Hall Earthquake Repair/Rehab Project Taft Electrical Bond/Grant Funded: Change Order #4 Saturday premium 399.00 359.10 Bonds & Grants 121)Historic City Hall Earthquake Repair/Rehab Project not yet awarded Bond/Grant Funded: Required Smoke curtain installation 50,000.00 5,000.00 Bonds & Grants 122)Historic City Hall Earthquake Repair/Rehab Project Harvey's Honey Huts Bond/Grant Funded: Contract for Rental of Portable Toilets for construction workers 20,099.80 6,946.48 Bonds & Grants 123)Historic City Hall Earthquake Repair/Rehab Project various contractors Bond/Grant Funded: Construction costs for other general conditions such as barricades, striping, on-site traffic control, SWPP measures, construction trailer expenses, temporary utilities, signage, road and site repair 184,154.00 67,286.12 Bonds & Grants 124)Historic City Hall Earthquake Repair/Rehab Project not yet awarded Bond/Grant Funded: Required sidewalk and parking lot improvement 300,000.00 40,000.00 Bonds & Grants 125)Historic City Hall Earthquake Repair/Rehab Project not yet awarded Bond Funded: Replacement appliances, furniture and fixtures 150,000.00 0.00 Bonds & Grants TOTAL January 2012 February 2012 March 2012 April 2012 May 2012 June 2012 Jan-June 2012 Payable from Other Revenue Sources Payments by Month - - 11,636.20 9,100.00 65,300.00 65,300.00 151,336.20 - 10,166.40 - - - - 10,166.40 - - 22,663.80 - - - 22,663.80 - - 22,500.00 22,500.00 56,100.00 56,100.00 157,200.00 14,923.27 - 358,500.00 8,500.00 63,700.00 63,700.00 509,323.27 61,341.47 47,300.00 24,400.00 24,400.00 64,400.00 221,841.47 - - 9,600.00 6,400.00 6,400.00 6,400.00 28,800.00 - - (4,200.00) (2,800.00) (2,800.00) (2,669.95) (12,469.95) - - - - - (22,910.40) (22,910.40) - - - - - (2,216.70) (2,216.70) 359.10 - - - - - 359.10 - - - - - 5,000.00 5,000.00 457.36 535.36 920.00 920.00 920.00 920.00 4,672.72 976.85 9,638.02 6,000.00 6,000.00 6,000.00 6,000.00 34,614.87 - - - - 5,000.00 35,000.00 40,000.00 - - - - - - - Page 11 of 15 Other Funding Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Total Due During *** Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Fiscal Year 2011-2012 Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall Project and other capital projects in the area 2,882,643.75 764,512.50 Other- Reserves 126)Historic City Hall Repair & Rehabilitation Project Pfeiffer Partners Bond/Grant Funded: Contract for Architecture and Engineering Services for Project (Phase 1 & 2) 888,437.54 529,634.14 Bonds & Grants 127)Historic City Hall Repair & Rehabilitation Project Pfeiffer Partners Bond/Grant Funded: Contract for Architecture and Engineering Services for Project (Phase 3) 131,258.20 81,273.37 Bonds & Grants 128)Historic City Hall Repair & Rehabilitation Project Pfeiffer Partners Bond/Grant Funded: Change order #1- switchgear design 15,000.00 15,000.00 Bonds & Grants 129)Historic City Hall Repair & Rehabilitation Project Pfeiffer Partners Bond/Grant Funded: Change order #2- code requirements 5,400.00 5,400.00 Bonds & Grants 130)Historic City Hall Repair & Rehabilitation Project Pfeiffer Partners Bond/Grant Funded: Change order #3- smoke curtain design 750.00 750.00 Bonds & Grants 131)Historic City Hall Repair & Rehabilitation Project Pfeiffer Partners Bond/Grant Funded: Change order #4- electrical change design and fire alarm design 16,000.00 16,000.00 Bonds & Grants 132)Historic City Hall Repair & Rehabilitation Project Pfeiffer Partners Bond/Grant Funded: Change order #5- exterior lighting design 11,400.00 11,400.00 Bonds & Grants 133)Historic City Hall Repair & Rehabilitation Project Pfeiffer Partners Bond/Grant Funded: Change order #6- audio/visual design for Council chambers 21,900.00 21,900.00 Bonds & Grants 134)Historic City Hall Repair & Rehabilitation Project Pfeiffer Partners Bond/Grant Funded: Change order #7- amended landscape design 7,000.00 7,000.00 Bonds & Grants 135)Historic City Hall Repair & Rehabilitation Project Bernards Bond/Grant Funded: Contract for Construction Management Services 2,495,572.78 1,181,303.12 Bonds & Grants 136)Historic City Hall Earthquake Repair/Rehab Project City of Atascadero Bond Funded: Project staff time in accordance with City practice of charging projects for direct costs for project management 104,000.00 40,100.00 Bonds & Grants 137)Historic City Hall Earthquake Repair/Rehab Project California Code Check Bond Funded: Contract plan checking service for Historic City Hall Earthquake Project 70,000.00 22,176.25 Bonds & Grants 138)Historic City Hall Earthquake Repair/Rehab Project City of Atascadero Bond Funded: Permitting (other than California Code Check) costs for project including tree removal fees 184,090.00 45,000.00 Bonds & Grants 139)Historic City Hall Repair & Rehabilitation Project Millennium Consulting Bond Funded: Contract for hazardous materials testing and monitoring 62,273.71 62,273.71 Bonds & Grants 140)Historic City Hall Earthquake Repair/Rehab Project Millennium Consulting Bond/Grant Funded: Expected change order #7 for additional services- underestimated time of abatement monitoring 14,601.39 14,601.39 Bonds & Grants TOTAL January 2012 February 2012 March 2012 April 2012 May 2012 June 2012 Jan-June 2012 Payable from Other Revenue Sources Payments by Month 94,934.16 48,928.47 50,000.00 50,000.00 50,000.00 50,000.00 343,862.63 13,523.53 6,668.52 7,000.00 7,000.00 6,000.00 6,000.00 46,192.05 - - 15,000.00 - - - 15,000.00 - - 5,400.00 - - - 5,400.00 - - 750.00 - - - 750.00 - - 6,000.00 9,000.00 1,000.00 - 16,000.00 - - 3,000.00 5,000.00 3,000.00 400.00 11,400.00 - - 5,000.00 8,000.00 8,000.00 900.00 21,900.00 - - 3,500.00 3,500.00 - - 7,000.00 214,168.85 - 295,890.79 120,000.00 120,000.00 120,000.00 870,059.64 3,300.00 3,300.00 3,300.00 3,300.00 3,300.00 4,700.00 21,200.00 4,307.50 - 10,000.00 1,000.00 1,000.00 1,000.00 17,307.50 3,500.00 3,500.00 3,500.00 3,500.00 3,500.00 3,500.00 21,000.00 3,183.20 7,230.50 - - 16,102.92 - 26,516.62 - 14,601.39 - - - - 14,601.39 Page 12 of 15 Other Funding Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Total Due During *** Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Fiscal Year 2011-2012 Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall Project and other capital projects in the area 2,882,643.75 764,512.50 Other- Reserves 141)Historic City Hall Earthquake Repair/Rehab Project Millennium Consulting Bond/Grant Funded: Expected change order #8 for additional services- underestimated time of abatement monitoring 39,535.11 39,535.11 Bonds & Grants 142)Historic City Hall Earthquake Repair/Rehab Project various contractors Bond Funded: Costs for construction cleanup (does not include dumpsters and storage containers above) 64,320.00 2,000.00 Bonds & Grants 143)Historic City Hall Earthquake Repair/Rehab Project Mid State Solid Waste Bond Funded: Contract for Rental of Trash Rolloffs 23,450.00 7,714.52 Bonds & Grants 144)Historic City Hall Earthquake Repair/Rehab Project Atascadero Waste Alternatives Bond Funded: Contract for Storage Containers 10,125.57 1,200.00 Bonds & Grants 145)Historic City Hall Earthquake Repair/Rehab Project various contractors Bond Funded: Other construction costs such as printing, site security, dust palliation, record keeping, pest control, etc. 102,981.37 5,155.86 Bonds & Grants 146)Historic City Hall Earthquake Repair/Rehab Project various contractors Bond Funded: Other small construction costs 5,100.00 5,100.00 Bonds & Grants 147)Historic City Hall Earthquake Repair/Rehab Project various construction contractors Bond Funded: Construction contingency 4,313,904.50 2,000,000.00 Bonds & Grants 148)Historic City Hall Earthquake Repair/Rehab Project Various vendors Invoices for goods/service received prior to 6/30/11, but not paid until after 6/30/11 715,762.52 715,762.52 Bonds & Grants 149)Historic City Hall Earthquake Repair/Rehab Project Commitment to State of California CCHE grant match 349,125.00 0.00 Bonds 150)Historic City Hall Earthquake Repair/Rehab Project Commitment to FEMA and CalEMA Obligation to receive occupancy permit on Historic City Hall Project in order to retain grant funds for City Hall Project and Temporary Relocation 21,739,149.00 0.00 Bonds 151)Bond Agreement- Use of Bond Proceeds (City Hall and Identified Blight Elimination projects per June 2010 Board meeting) Commitment to Bond Holders Remaining 2010 bond proceeds earmarked for City Hall Project & 2010 Identified Blight Elimination Projects 13,518,143.67 0.00 Bonds 152)Bond Agreement- Use of Interest on Bond Proceeds (City Hall and 2010 Identified Blight Elimination Projects) Commitment to Bond Holders Interest earned on remaining 2010 bond proceeds earmarked for City Hall Project & 2010 Identified blight Elimination Projects 107,000.00 0.00 Bonds 153)Bond Agreement- Use of Bond Proceeds for completion of 2005 Bond Projects Commitment to Bond Holders Remaining 2005 bond proceeds earmarked for Maiden Statue Project, Streetscape III and Wayfinding 356,128.32 0.00 Bonds TOTAL January 2012 February 2012 March 2012 April 2012 May 2012 June 2012 Jan-June 2012 Payable from Other Revenue Sources Payments by Month - 24,580.81 8,000.00 5,000.00 3,000.00 (1,045.70) 39,535.11 - - 500.00 500.00 500.00 500.00 2,000.00 - 752.43 800.00 800.00 800.00 800.00 3,952.43 200.00 100.00 100.00 100.00 100.00 200.00 800.00 267.81 401.31 500.00 500.00 500.00 500.00 2,669.12 - 5,100.00 - - - - 5,100.00 - - 500,000.00 500,000.00 500,000.00 500,000.00 2,000,000.00 - - - - - - - - - - - - Note: This is a matching grant commitment. This obligation will be met through the Agency's contract with Diani shown on line 91, therefore no payments are shown her Note: As part of the 2010 bond indenture agreement the Agency has committed to the bond holders that it will complete certain projects collectively known as the Project. (The Project includes the Historic City Hall Earthquake Repair/Rehabilitation Project and other infrastructure projects in the Project Area). While the obligations for individual construction contracts and related construction costs are listed individually above, this line is intended to show the obligation to the bond holders to comply with the indenture agreement (section 3.03 Establishment and Application of Project Fund). Monthly payments are not shown here, but rather through line items listed above (for known contracts/construction costs) and through future line items (for future contracts necessary to fulfill this committment) Note: As part of the 2005 bond indenture agreement the Agency has committed to the bond holders that it will complete certain projects collectively known as the Project. While the obligations for individual construction contracts and related construction costs are listed individually above, this line is intended to show the obligation to the bond holders to comply with the indenture agreement (section 3.03 Redevelopment Fund). Monthly payments are not shown here, but rather through line items listed above (for known contracts/construction costs) and through future line items (for future contracts necessary to fulfill this committment) Note: This is a FEMA/CAlEMA funding requirement. This obligation will be met by completing the Historic City Hall Project and occupying the facility Page 13 of 15 Other Funding Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Total Due During *** Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Fiscal Year 2011-2012 Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall Project and other capital projects in the area 2,882,643.75 764,512.50 Other- Reserves 154)Bond Agreement- Use of Interest on Bond Proceeds for completion of 2005 Bond Projects Commitment to Bond Holders Future interest earned on remaining 2005 bond proceeds earmarked for Maiden Statue Project, Streetscape III and Wayfinding 1,200.00 0.00 Bonds Totals - LMHIF 5,600,208.93$ 56,408.93$ 77,072,248.21$ 16,146,925.44$ Total - Other 21,356,298.55$ 3,378,460.59$ #############19,581,794.96$ 1 In order to smooth out transition and avoid default on bonds, it is expected that 2010 Bond reimbursement payments through 2015/2016 will be made from reserves. All future payments related to the 2010 bond reimbursement agreement will be made from the RPTTF Totals - Bonds /Grants (includes bothe bond & grant proceeds, as it impossible to determine how much FEMA/CalEMA will pay for from each contract) Grand Total- Other Funding Sources TOTAL January 2012 February 2012 March 2012 April 2012 May 2012 June 2012 Jan-June 2012 Payable from Other Revenue Sources Payments by Month - 3,533.57$ -$ 5,000.00$ -$ -$ 7,421.94$ 15,955.51$ 1,629,990.69$ 634,182.10$ 2,943,123.19$ 2,198,968.97$ 1,885,714.12$ 2,235,887.67$ 11,527,866.74$ 112,840.23$ 12,054.08$ 485,734.46$ 1,408,283.33$ 117,103.33$ 44,263.00$ 2,180,278.43$ 1,746,364.49$ 646,236.18$ 3,433,857.65$ 3,607,252.30$ 2,002,817.45$ 2,287,572.61$ 13,724,100.68$ Note: As part of the 2005 bond indenture agreement the Agency has committed to the bond holders that it will complete certain projects collectively known as the Project. While the obligations for individual construction contracts and related construction costs are listed individually above, this line is intended to show the obligation to the bond holders to comply with the indenture agreement (section 3.03 Redevelopment Fund). Monthly payments are not shown here, but rather through line items listed above (for known contracts/construction costs) and through future line items (for future contracts necessary to fulfill this committment) Page 14 of 15 Administrative Allowance Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Total Due During Fiscal Year Funding Source 1)Administration of Agency various vendors Administrative expenses for successor agency in accordance with AB1X26 through June 2016 including - office expense, postage, legal notices, computer costs, phone costs, operations, professional development, direct staff time, general overhead 1,104,167.00 104,166.67 Admin Allowance Totals- Administrative Allowance 1,104,167.00$ 104,166.67$ TOTAL January 2012 February 2012 March 2012 April 2012 May 2012 June 2012 Jan-June 2012 0.00 20,833.33 20,833.34 20,833.33 20,833.33 20,833.34 104,166.67 -$ 20,833.33$ 20,833.34$ 20,833.33$ 20,833.33$ 20,833.34$ 104,166.67$ Payable from the Administrative Allowance Allocation Payments by Month Page 15 of 15 Pass -Throughs and Other Obligations Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 OTHER OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 Total Due During *** Project Name / Debt Obligation Payee Description Fiscal Year 2011-2012 Funding Source 1)County General Fund County of San Luis Obispo Statutory Pass Through per 33607.5 6,966,552.00 153,353.47 RPTTF 2)Air Pollution Control District County of San Luis Obispo Statutory Pass Through per 33607.5 29,108.00 642.43 RPTTF 3)County Library County of San Luis Obispo Statutory Pass Through per 33607.5 565,992.00 12,467.80 RPTTF 4)City of Atascadero County of San Luis Obispo Statutory Pass Through per 33607.5 5,860,442.00 129,146.57 RPTTF 5)SLO CO Flood Control District County of San Luis Obispo Statutory Pass Through per 33607.5 109,964.00 2,431.42 RPTTF 6)Nacimiento Water District County of San Luis Obispo Statutory Pass Through per 33607.5 90,559.00 1,967.39 RPTTF 7)Atascadero Cemetery District County of San Luis Obispo Statutory Pass Through per 33607.5 326,658.00 7,206.07 RPTTF 8) Atascadero Unified School District (oper)County of San Luis Obispo Statutory Pass Through per 33607.5 5,258,873.00 115,785.17 RPTTF 9) Atascadero Unified School Dist(Ed Fac)County of San Luis Obispo Statutory Pass Through per 33607.5 6,885,696.00 151,618.06 RPTTF 10)Cuesta College (oper)County of San Luis Obispo Statutory Pass Through per 33607.5 870,010.00 19,120.64 RPTTF 11)Cuesta College (ed fac)County of San Luis Obispo Statutory Pass Through per 33607.5 960,569.00 21,134.12 RPTTF 12)Co School Service (oper)County of San Luis Obispo Statutory Pass Through per 33607.5 203,757.00 4,533.11 RPTTF 13)Co School Service (ed fac)County of San Luis Obispo Statutory Pass Through per 33607.5 879,713.00 19,324.09 RPTTF 14)Co School Service (ed fac)County of San Luis Obispo Basic Aid Pass Through per 33676 3,334,500.92 90,588.49 RPTTF Totals - Other Obligations 32,342,393.92$ 729,318.83$ Total Outstanding Debt or Obligation TOTAL January 2012 February 2012 March 2012 April 2012 May 2012 June 2012 Jan - June 2012 - - - - - 76,505.50 76,505.50 - - - - - 320.50 320.50 - - - - - 6,220.00 6,220.00 - - - - - 64,431.00 64,431.00 - - - - - 1,213.00 1,213.00 - - - - - 981.50 981.50 - - - - - 3,595.00 3,595.00 - - - - - 57,763.50 57,763.50 - - - - - 75,640.00 75,640.00 - - - - - 9,539.00 9,539.00 - - - - - 10,543.50 10,543.50 - - - - - 2,261.50 2,261.50 - - - - - 9,640.50 9,640.50 - - - - - 45,211.00 45,211.00 -$ -$ -$ -$ -$ 363,865.50$ 363,865.50$ Pass Throughs and Other Patyments Payments by Month Page 1 of 15 Redevelopment Tax Trust Fund Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Project Name / Debt Obligation Payee Description Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall 30,477,075.00 0.00 RPTTF 2)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Trustee & disclosure services for life of 2010 Bonds (bond requirement) 81,000.00 0.00 RPTTF 3)2004/2005 Redevelopment Bonds2 Bank of New York Mellon Contract for bonds issued to finance priority redevelopment projects in the project area 20,118,303.78 851,705.00 RPTTF 4)2004/2005 Redevelopment Bonds Bank of New York Mellon Trustee & disclosure services for life of 2004/2005 RDA Bonds (bond requirement) 72,000.00 2,200.00 RPTTF Totals - This Page (RPTIF Funding)50,748,378.78 853,905.00 Totals - Pages 2 - 13 (Other Funding)104,028,755.69 19,581,794.96 Totals - Page 14 (Administrative Cost Allowance)1,104,167.00 104,166.67 Totals - Page 15 (Pass Thru Payments)32,342,393.92 729,318.83 Grand total - All Pages 188,223,695.39 21,269,185.46 0.00 1 2 Total Due During Fiscal Year 2011- 2012 Total Outstanding Debt or Obligation Per the 2005 Bond Indenture Agreement the Agency must transfer all of the tax revenues received in any bond year to the Debt Service Fund promptly upon receipt, until such time during such bond year as the amounts on deposit in the Debt Service Fund equal the aggregate amounts required to be transferred to the trustee for the bond year. This ROPS reflects the debt service payments due March 1, 2013 and September 1, 2013 as due in December 2012 when the first tax increment distribution is required. This is in accordance with the bond indenture agreement which requires the funds to be deposited in the debt service fund. The debt service payments are then made from this debt service fund. The actual bond debt service schedule is attached for reference In order to smooth out transition and avoid default on bonds, it is expected that 2010 Bond reimbursement payments through 2015/2016 will be made from reserves. All future payments related to the 2010 bond reimbursement agreement will be made from the RPTTF TOTAL July Aug Sept Oct Nov Dec July-Dec 2012 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 0.00 850,835.00 850,835.00 0.00 0.00 0.00 2,400.00 0.00 0.00 2,400.00 0.00 0.00 0.00 2,400.00 0.00 850,835.00 853,235.00 1,831,249.60 1,569,063.70 1,973,376.25 1,118,120.00 1,133,410.00 1,033,974.23 8,659,193.78 20,833.33 20,833.33 20,833.34 20,833.33 20,833.33 20,833.34 125,000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1,852,082.93 1,589,897.03 1,994,209.59 1,141,353.33 1,154,243.33 1,905,642.57 9,637,428.78 Payable from Redevelopment Agency Tax Trust Fund Payments by Month Page 2 of 15 Other Funding Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Total Due During *** Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Fiscal Year 2011-2012 Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall Project and other capital projects in the area 2,882,643.75 764,512.50 Other- Reserves 2)Reimbursement/ Bond financing agreement with City of Atascadero City of Atascadero Trustee & disclosure services for life of 2010 Bonds (bond requirement) 9,000.00 1,750.00 Other- Reserves 3)City Loan #1 entered into in 1998 City of Atascadero Contract for loan & interest for start up costs 159,828.00 159,828.00 Other- Reserves 4)City Loan #2 entered into in 2001 City of Atascadero Contract for revolving loan & interest for Operating Expenses 537,482.00 537,482.00 Other- Reserves 5)City Loan #3 entered into in 2002 City of Atascadero Contract for property purchase loan & interest left outstanding for cash flow 774,152.00 774,152.00 Other- Reserves 6)Loan from RDA Low/Moderate Housing Fund to RDA General Fund Low/Mod Housing Fund Repayment of Loan from RDA Low/Mod Fund for SERAF payment 1,335,322.00 0.00 Other- Reserves 7)CJPIA Retrospective Deposit CJPIA Redevelopment Agency share of risk pool losses through June 30, 2011. (Due July 1, 2013) 74,700.00 0.00 Other- Reserves 8)Property Tax Collection County of SLO 2011-2012 annual cost of collection of property tax revenues 95,520.00 95,520.00 Other- Reserves 9)Employee Services Part Time Employee Direct RDA employee costs for RDA through 7/1/11 37.20 37.20 Other- Reserves 10)Financial independent audit services (admin) Moss, Levy & Hartzheim, LLP Contract for independent financial audits (10/11 & 11/12 closeout) 7,755.00 3,655.00 Other- Reserves 11)Agency Insurance costs CJPIA/Alliant Insurance Liability insurance coverage in compliance with bond covenants 9,937.00 9,937.00 Other- Reserves 12)Legal Services- Administration of Agency Burke, Williams, Sorenson Contract for legal services for administration of the agency (estimate through dissolution) 6,496.50 6,496.50 Other- Reserves 13)Administration of Agency Charter Communications/ TW Telecom Admin- Phone & Internet expense (estimated through dissolution) 34.89 34.89 Other- Reserves 14)Administration of Agency California Redevelopment Assoc Admin- annual dues for information, training, etc. 2,670.00 2,670.00 Other- Reserves 15)Computer and website support for RDA City of Atascadero Admin- computer support costs through dissolution 1,280.47 1,280.47 Other- Reserves 16)Administrative support staff for RDA City of Atascadero Administrative direct staff support costs through dissolution 29,000.00 29,000.00 Other- Reserves TOTAL July 2012 August 2012 September 2012 October 2012 November 2012 December 2012 July-Dec 2012 - - 382,256.25 - - - 382,256.25 - - - 1,750.00 - - 1,750.00 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Payments by Month Payable from Other Revenue Sources Page 3 of 15 Other Funding Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Total Due During *** Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Fiscal Year 2011-2012 Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall Project and other capital projects in the area 2,882,643.75 764,512.50 Other- Reserves 17)General overhead and support for RDA (general accounting, payments, council chamber use, agenda preparation, etc…) City of Atascadero Administrative overhead costs through dissolution 24,790.00 24,790.00 Other- Reserves 18)Colony Square Conditions, Covenants and Restrictions Colony Square, LLC Contract for required participation in maintenance of common areas for Colony Square (estimated cost is listed for 3 years, however required as long as RDA owns the lot) 30,000.00 10,000.00 Other- Rents 19)Maintenance of Creekside Building in accordance with lease agreement with City Various Vendors (Lease commitment to City of Atascadero) Lease Proceeds: Contract for costs associated with maintaining RDA owned building in accordance with lease agreement. (Cost listed is estimate through 6/30/13. Must maintain through sale) 31,452.92 14,726.46 Other- Rents 20)Lease land from City effective 07/01/09 and maintenance of RDA owned Building - Main Street Building City of Atascadero Contract/ Lease of land for RDA owned building (estimated cost listed is for one year) 1,000.00 1,000.00 Other- Reserves 21)Maintenance of building RDA leases to Main Street Various Vendors (Lease to Main Street) Contract for costs associated with maintaining RDA building leased to Main Street (estimated cost listed is for one year) 250.00 200.00 Other- Reserves 22)Blight Reduction and Economic Growth Contract City of Atascadero Contract with City for economic growth projects; tourism, marketing and promotion; downtown enhanced maintenance and beautification; and administration 5,621,180.00 0.00 Other- Reserves 23)Monthly Electricity PG&E Electricity for RDA installed downtown infrastructure enhancements (medians, crosswalks and ped tunnel) through January 30, 2012 1,124.14 1,124.14 Other- Reserves 24)Sunken Garden Extra Maintenance Supplies various vendors Supplies for enhanced maintenance of Sunken Gardens 394.25 394.25 Other- Reserves 25)Trash pickup service NCI Trash bins were placed downtown to keep the area litter free. This is the contract with a third party vendor to empty those trash cans. 1,451.25 1,451.25 Other- Reserves TOTAL July 2012 August 2012 September 2012 October 2012 November 2012 December 2012 July-Dec 2012 Payments by Month Payable from Other Revenue Sources - - - - - - - - - - 10,000.00 - - 10,000.00 1,450.00 1,450.00 1,450.00 1,450.00 1,450.00 1,450.00 8,700.00 - - - - - - - 50.00 50.00 50.00 50.00 50.00 50.00 300.00 - - - - - - - - - - - - - - - - - - - - - - On January 14, 2011, the City and Agency entered into an agreements related to Economic Development and Blight Elimination. The agreement had the Agency formally contracting with the City to complete the Economic Development and Blight Elimination Programs as set out by the Board. The validity of this agreement is called into question as part of AB26, however it is expected that this will be litigated on a statewide level. No payments are shown on this line but rather individually by contract below for executed contracts. There is the potential that future obligations under this contract may be incurred depending on the outcome of litigation/legislation. Page 4 of 15 Other Funding Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Total Due During *** Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Fiscal Year 2011-2012 Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall Project and other capital projects in the area 2,882,643.75 764,512.50 Other- Reserves 26)Downtown Landscape Maintenance Contract Martinelli Landscape Contract for maintenance of the RDA installed infrastructure enhancement; medians and Pedestrian Tunnel through 7/31/11 1,176.83 1,176.83 Other- Reserves 27)Downtown Landscape Maintenance Contract Gilbert's Landscape Contract for maintenance of RDA installed downtown infrastructure enhancements (medians, crosswalks and ped tunnel) through earliest termination 5,692.05 5,692.05 Other- Reserves 28)Clean up and maintenance of the downtown area City of Atascadero Weekly inspection/litter pickup and cleaning of downtown business area through January 2012 14,360.00 14,360.00 Other- Reserves 29)Fountain Maintenance Aquamark Operating costs for Downtown Fountain brought back to working order by the RDA in order to deter blight (estimated through 1/31/12) 2,205.61 2,205.61 Other- Reserves 30)Graffiti abatement Paul Zehner & de Cou LumberRDA Graffiti abatement program costs 116.84 116.84 Other- Reserves 31)Sunken Garden Holiday Enhancement Coast Nitelites Enhancement of Sunken Gardens Holiday Lighting to promote positive activities in the Downtown 7,200.00 7,200.00 Other- Reserves 32)Portable toilet service for farmers market Harvey's Honeyhuts Portable toilet service for farmers market 545.14 545.14 Other- Reserves 33)Color copies for ICSC conference Hart Impressions Marketing materials to encourage economic development in the RDA 157.65 157.65 Other- Reserves 34)Permit Fee Waiver Program City of Atascadero Approved and marketed program for reimbursement of permit fees for new businesses; costs incurred through 12/29/11 1,781.31 1,781.31 Other- Reserves 35)Façade Improvement Program Denny's Restaurant Approved and marketed program for reimbursement of façade improvements 2,999.00 2,999.00 Other- Reserves 36)Tourism Promotion- SLO Count Visitors and Conference Bureau SLO Count Visitors and Conference Bureau Tourism and marking cooperative 8,200.00 8,200.00 Other- Reserves 37)Tourism, Marketing and Events Services SW Martin & Associates Contract for tourism and marking services (cost through earliest termination date) 132,999.96 132,999.96 Other- Reserves 38)Special Events and Promotions SW Martin & Associates Savor the Central Coast 20,000.00 20,000.00 Other- Reserves 39)Main Street Program Atascadero Main Street Contract for downtown promotions and events (through earliest possible termination date) 28,500.00 28,500.00 Other- Reserves TOTAL July 2012 August 2012 September 2012 October 2012 November 2012 December 2012 July-Dec 2012 Payments by Month Payable from Other Revenue Sources - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Page 5 of 15 Other Funding Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Total Due During *** Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Fiscal Year 2011-2012 Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall Project and other capital projects in the area 2,882,643.75 764,512.50 Other- Reserves 40)Marketing tool annual payment Tools for Business Success Informational tool on web site that provides business building, planning, and management tools to help local businesses succeed. 1,140.00 1,140.00 Other- Reserves 41)Economic Development Staff City of Atascadero Portion of City employees time spent on Redevelopment and Economic development in the Project area, both current and future projects 98,170.00 98,170.00 Other- Reserves 42)Lake Park Sign & Frontage City of Atascadero Contract with City to construct the Lake Park Sign and Frontage Project 370,467.67 0.00 Other- Reserves 43)Lake Park Sign & Frontage Eikhof Design Group Design work on Lake Park Sign and Frontage Project 12,708.00 12,708.00 Other- Reserves 44)Lake Park Sign & Frontage various vendors Printing, advertising and geotechnical costs on Lake Park Sign and Frontage Project 1,466.63 1,466.63 Other- Reserves 45)Lake Park Sign & Frontage City of Atascadero City staff time for Lake Park Sign & Frontage Project- project management, inspection, etc. 1,850.47 1,850.47 Other- Reserves 46)Zoo Wall Improvement Project City of Atascadero Contract with City to construct the Zoo Wall Project 240,000.00 0.00 Other- Reserves 47)Redevelopment Agency General Fund accounts payable & accrued payroll at June 30, 2011 Various vendors Invoices & payroll for goods/service received prior to 6/30/11, but not paid until FY 2011/2012 18,890.09 19,151.30 Other- Reserves 48)Redevelopment Agency General Fund accounts payable & accrued payroll at January 31, 2012 Various vendors Invoices for goods/service received prior to 2/1/12, but not paid until after 1/31/12 7,500.00 7,500.00 Other- Reserves 49)Production of Affordable Housing City of Atascadero Contract with City to establish 24 affordable housing units 5,543,800.00 0.00 LMIHF 50)Low/Moderate Income Housing Administration Costs City of Atascadero Administration of the Low/Moderate Income Housing Program (through dissolution) 13,710.00 13,710.00 LMIHF 51)Redevelopment Housing Assistance Strategy Urban Futures Inc.Contract for services to analyze options for affordable housing 42,136.43 42,136.43 LMIHF 52)Redevelopment Agency Low Mod Housing Fund accounts payable & accrued payroll at June 30, 2011 Various vendors Invoices for goods/service received prior to 6/30/11, but not paid until after FY 2011/2012 562.50 562.50 LMIHF TOTAL July 2012 August 2012 September 2012 October 2012 November 2012 December 2012 July-Dec 2012 Payments by Month Payable from Other Revenue Sources - - - - - - - - - - - - - - See Items 46 & 47 Below for Actual. Also See Footnote #6 - - - - - - - - - - - - - - - - - - - - - - No costs or contracts have been incurred to date. See Footnote #6 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - On January 14, 2011, the City and Agency entered into an agreements related to Production of Affordable Housing Units. The agreement had the Agency formally contracting with the City to complete the Production of Affordable Housing Units. The validity of this agreement is called into question as part of AB26, however it is expected that this will be litigated on a statewide level. No payments are shown on this line, but rather individually by contract below for executed contracts. There is the potential that future obligations under this contract may be incurred depending on the outcome of litigation/legislation. Page 6 of 15 Other Funding Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Total Due During *** Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Fiscal Year 2011-2012 Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall Project and other capital projects in the area 2,882,643.75 764,512.50 Other- Reserves 53)Blight Elimination Projects Contract City of Atascadero Contract with City to construct June 2010 priority Blight Elimination Projects 8,176,820.00 0.00 Other- Reserves / Bond proceeds 54)Creek Improvements California Conservation Crew & related support invoices Removal of non-native vegetation in preparation for installation of Creek Trail in compliance with State River Parkways Grant Program. 7,293.46 7,293.46 Other- Reserves 55)Wayfinding Project Signs of Success Contract for design, and purchase of street signs and kiosks 47,632.00 47,632.00 Other- Reserves 56)Wayfinding Project Karp Land Surveys Contract for design, and purchase of street signs and kiosks 105.00 105.00 Other- Reserves 57)Wayfinding Project not yet awarded Bond Funded: Installation of Wayfinding street signs and kiosks, including PG & E charges. As yet unlet contracts for the completion of Wayfinding Project (items 56 & 57 above) 52,263.00 52,304.71 Other- Reserves / Bond proceeds 58)Downtown Property Purchase Hamner & Jewell Contract for property negotiation services 4,605.79 4,605.79 Other- Reserves 59)Downtown Property Purchase First American Title/Olsen Property Purchase of Olsen property for Downtown Pedestrian Bridge/Centennial Park Projects 125,008.00 125,008.00 Other- Reserves 60)Downtown Pedestrian Bridge Althouse & Meade Contract for Environmental evaluation for Downtown Pedestrian Bridge Project 11,000.00 11,000.00 Other- Reserves 61)Downtown Pedestrian Bridge Arris Studio Architects Architectural renderings for Downtown Pedestrian Bridge Project 6,812.47 6,812.47 Other- Reserves 62)Downtown Pedestrian Bridge A&T Arborists Tree plan for Downtown Pedestrian Bridge Project 850.00 850.00 Other- Reserves 63)Downtown Pedestrian Bridge Pacific Gas & Electric PG&E engineering design for electrical service for Downtown Pedestrian Bridge Project 3,000.00 3,000.00 Other- Reserves 64)Downtown Pedestrian Bridge San Luis Obispo County Recorder Filing Fee to record mitigated negative declaration for Downtown Pedestrian Bridge Project 2,094.00 2,094.00 Other- Reserves 65)Downtown Pedestrian Bridge North Coast Engineering Design for Downtown Pedestrian Bridge Project 106,605.00 106,605.00 Other- Reserves 66)Downtown Pedestrian Bridge EDA Design Professionals Topographic Services for Downtown Pedestrian Bridge Project 10,810.00 10,810.00 Other- Reserves TOTAL July 2012 August 2012 September 2012 October 2012 November 2012 December 2012 July-Dec 2012 Payments by Month Payable from Other Revenue Sources - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - On January 14, 2011, the City and Agency entered into an agreements related to 2010 Board prioritized projects collectively known as the Blight Elimination Projects. The agreement had the Agency formally contracting with the City to complete the Projects. The validity of this agreement is called into question as part of AB26, however it is expected that this will be litigated on a statewide level. No payments are shown on this line, but rather individually by contract below for executed contracts. There is the potential that future obligations under this contract may be incurred depending on the outcome of litigation/legislation. Page 7 of 15 Other Funding Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Total Due During *** Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Fiscal Year 2011-2012 Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall Project and other capital projects in the area 2,882,643.75 764,512.50 Other- Reserves 67)Downtown Pedestrian Bridge City of Atascadero Expenditures for City staff time for inspection, construction management and project administration. 0.00 6,606.50 Other- Reserves 68)Maiden Statue Placement Eikhof Design Group Preparation and placement of Maiden Statue under restoration contract 3,040.00 3,040.00 Bonds 69)Maiden Statue Placement various vendors Bond Funded (2005) Ancillary costs to contract with Ethos- transportation and installation of Maiden Statues 46,880.00 7,500.00 Bonds 70)Centennial Plaza Karp Land Surveys Centennial Plaza conceptual plans 1,187.50 1,187.50 Other- Reserves 71)Downtown Streetscape III Project G Sosa Construction Contract through City for portions of underway Streetscape III Project in excess of ARRA grant 88,945.71 88,945.71 Other- Reserves 72)Downtown Streetscape III Project C3 Construction Bond Funded (2005): Expenditures through City for portions of underway Streetscape III Project. 28,947.37 28,947.37 Other- Reserves 73)Downtown Streetscape III Project Apodaca Paving Bond Funded (2005): Expenditures through City for portions of underway Streetscape III Project. 11,570.35 11,570.35 Other- Reserves 74)Downtown Streetscape III Project Rick Engineering Bond Funded (2005): Contract through City for portions of underway Streetscape III Project. 14,677.21 14,677.21 Other- Reserves 75)Downtown Streetscape III Project City of Atascadero Bond Funded (2005): Expenditures for City staff time for inspection, construction management and project administration. 16,352.44 16,352.44 Other- Reserves 76)Downtown Streetscape III Project Various vendors Bond Funded (2005): Expenditures through City for portions of underway Streetscape III Project- includes testing, materials & minor design changes 11,766.38 11,766.38 Other- Reserves 77)Blight Elimination Projects- Fiscal Year 10/11 Expenses (accounts payable June 30, 2011) Various vendors Invoices for goods/service received prior to 6/30/11, but not paid until after 6/30/11 12,324.25 12,324.25 Other- Reserves 78)Maiden Statue Restoration Ethos Bond Funded (2005): Contract for completion of restoration of historic marble statue 147,730.00 147,730.00 Bonds TOTAL July 2012 August 2012 September 2012 October 2012 November 2012 December 2012 July-Dec 2012 Payments by Month Payable from Other Revenue Sources - - - - - - - - - - - - - - 39,380.00 - - - - - 39,380.00 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Page 8 of 15 Other Funding Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Total Due During *** Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Fiscal Year 2011-2012 Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall Project and other capital projects in the area 2,882,643.75 764,512.50 Other- Reserves 79)Historic City Hall Project Contract and Loan Agreement City of Atascadero Bond Funded: Contracts with City to assist with repair of earthquake damage from San Simeon 12,117,863.67 0.00 Bonds 80)Historic City Hall Earthquake Repair/Rehab Project Earth Systems Pacific Bond/Grant Funded: Contract for deputy inspection services 381,278.81 240,855.25 Bonds & Grants 81)Historic City Hall Earthquake Repair/Rehab Project Earth Systems Pacific Bond/Grant Funded: Expected change order for longer than expected foundation work 50,000.00 50,000.00 Bonds & Grants 82)Historic City Hall Earthquake Repair/Rehab Project Marcor Environmental Bond/Grant Funded: Contract for demolition of penthouse areas and related hazardous materials removal 18,500.00 18,500.00 Bonds & Grants 83)Historic City Hall Earthquake Repair/Rehab Project Rossi & Carr Bond/Grant Funded: Contract for Basement Electrical and Temporary Power 1,200.00 0.00 Bonds & Grants 84)Historic City Hall Earthquake Repair/Rehab Project Wysong Construction Bond/Grant Funded: Concrete pile work and other basement structural work construction contractor 3,447,330.25 3,447,330.25 Bonds & Grants 85)Historic City Hall Earthquake Repair/Rehab Project Wysong Construction Bond/Grant Funded: Change Order #01- Savings due to elimination of trees (9,999.00)(9,999.00)Bonds & Grants 86)Historic City Hall Earthquake Repair/Rehab Project Wysong Construction Bond/Grant Funded: Change Order #02 Additional pins for pile cap 2C & PC-1A 2,932.00 2,932.00 Bonds & Grants 87)Historic City Hall Earthquake Repair/Rehab Project Wysong Construction Bond/Grant Funded:Change Order #03 Lead Paint in Basement 22,550.00 22,550.00 Bonds & Grants 88)Historic City Hall Earthquake Repair/Rehab Project Wysong Construction Bond/Grant Funded: Change Order #04 Additional pile cap depth 60,500.00 60,500.00 Bonds & Grants 89)Historic City Hall Earthquake Repair/Rehab Project Scovell Tree Surgery Bond Funded: Contract for removal of two front trees for project 5,000.00 5,000.00 Bonds & Grants 90)Historic City Hall Earthquake Repair/Rehab Project Marcor Environmental Bond/Grant Funded: Contract for removal of underground storage tank and preliminary removal of contaminated soil 10,944.00 10,944.00 Bonds & Grants 91)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Contract for repair of historical fabric / structure construction contract 10,564,669.00 4,581,487.47 Bonds & Grants 92)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Change Order #1- Demo of council dais 2,933.00 2,639.70 Bonds & Grants TOTAL July 2012 August 2012 September 2012 October 2012 November 2012 December 2012 July-Dec 2012 Payments by Month Payable from Other Revenue Sources - 25,000.00 25,000.00 25,000.00 25,000.00 10,000.00 10,000.00 120,000.00 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 700,000.00 700,000.00 700,000.00 700,000.00 700,000.00 500,000.00 4,000,000.00 - - - - - - - On January 14, 2011, the City and Agency entered into two separate agreements related to the Historic City Hall Earthquake Repair/Rehab Project. The first agreement had the Agency formally contracting its long-time pledge of funds for the Project. The second agreement formalized the long-time agreement for bond proceeds and Redevelopment Agency reserves to fund cash flows for the Project. (A large portion of the Project is funded through reimbursement grants/funding). These validity of these agreements are called into question as part of AB26, however it is expected that this will be litigated on a statewide level. No payments are shown on this line, but rather individually by contract/project line item below. Page 9 of 15 Other Funding Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Total Due During *** Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Fiscal Year 2011-2012 Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall Project and other capital projects in the area 2,882,643.75 764,512.50 Other- Reserves 93)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Change Order #2- Ceiling abatement & removal first floor 7,178.00 6,460.20 Bonds & Grants 94)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Change Order #3- Ceiling abatement & removal second floor 6,117.00 5,505.30 Bonds & Grants 95)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Expected change order #8 - gypsum board substrate in upper rotunda 26,614.00 23,952.60 Bonds & Grants 96)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Change Order #4- Ceiling abatement & removal third floor+ 15,663.00 14,096.70 Bonds & Grants 97)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Change Order #5- Repair fireproofing spalls 3,809.00 3,428.10 Bonds & Grants 98)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Change Order #8- lead abatement for installation of steel 68,580.00 61,722.00 Bonds & Grants 99)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Change order #6- repair of unmortared brick 9,102.00 8,191.80 Bonds & Grants 100)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Change order #7- removal/disposal of selected existing steel 3,630.00 3,267.00 Bonds & Grants 101)Historic City Hall Earthquake Repair/Rehab Project Golden State Steel Bond/Grant Funded: Contract for Structural Steel and Misc. Metals Construction Contract 494,300.00 494,300.00 Bonds & Grants 102)Historic City Hall Earthquake Repair/Rehab Project Golden State Steel Bond/Grant Funded: Change Order #1- deletion of catwalk (48,350.00)(48,350.00)Bonds & Grants 103)Historic City Hall Earthquake Repair/Rehab Project Golden State Steel Bond/Grant Funded: Change Order #2- stiffener plates 2,132.00 2,132.00 Bonds & Grants 104)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Contract for Rough Carpentry Construction 277,920.00 250,128.00 Bonds & Grants 105)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Expected Change Order #1- Rafter Connection Change 2,395.00 2,155.50 Bonds & Grants 106)Historic City Hall Earthquake Repair/Rehab Project Diani Building Corp Bond/Grant Funded: Expected Change Order #2- Addition of Catwalk 33,622.00 30,259.80 Bonds & Grants 107)Historic City Hall Earthquake Repair/Rehab Project not yet awarded Bond/Grant Funded: Required landscaping restoration 350,000.00 40,000.00 Bonds & Grants 108)Historic City Hall Earthquake Repair/Rehab Project Republic Elevator Bond/Grant Funded: Contract for Elevator Construction 276,320.00 161,647.20 Bonds & Grants 109)Historic City Hall Earthquake Repair/Rehab Project Alpha Fire Sprinkler Bond/Grant Funded: Contract for Fire Sprinkler Construction 259,841.00 123,361.20 Bonds & Grants TOTAL July 2012 August 2012 September 2012 October 2012 November 2012 December 2012 July-Dec 2012 Payments by Month Payable from Other Revenue Sources - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 27,792.00 - - - - 27,792.00 - 239.50 - - - - 239.50 - 3,362.20 - - - - 3,362.20 35,000.00 35,000.00 35,000.00 35,000.00 35,000.00 35,000.00 210,000.00 49,737.60 - - - - 37,303.20 87,040.80 58,500.00 26,000.00 - - - 13,000.00 97,500.00 Page 10 of 15 Other Funding Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Total Due During *** Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Fiscal Year 2011-2012 Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall Project and other capital projects in the area 2,882,643.75 764,512.50 Other- Reserves 110)Historic City Hall Earthquake Repair/Rehab Project Scott Murray Plumbing Bond/Grant Funded: Contract for Plumbing Construction 403,000.00 208,270.20 Bonds & Grants 111)Historic City Hall Earthquake Repair/Rehab Project Scott Murray Plumbing Bond/Grant Funded: Change Order #1 Storm drain piping in basement 11,296.00 10,166.40 Bonds & Grants 112)Historic City Hall Earthquake Repair/Rehab Project Scott Murray Plumbing Bond/Grant Funded: Change Order #2 Wastewater piping in basement 25,182.00 22,663.80 Bonds & Grants 113)Historic City Hall Earthquake Repair/Rehab Project Scott Murray Plumbing Bond/Grant Funded: Expected Change Order #3 Replacement of sewer and storm drain pipes floors 1- 3 207,680.00 157,200.00 Bonds & Grants 114)Historic City Hall Earthquake Repair/Rehab Project Santa Margarita Construction Bond/Grant Funded: Contract for HVAC Construction 849,777.00 618,818.07 Bonds & Grants 115)Historic City Hall Earthquake Repair/Rehab Project Taft Electrical Bond/Grant Funded: Contract for Electrical Construction 762,457.00 427,935.21 Bonds & Grants 116)Historic City Hall Earthquake Repair/Rehab Project Taft Electrical Bond/Grant Funded: Contract Amendment for Add Alternate 128,000.00 28,800.00 Bonds & Grants 117)Historic City Hall Earthquake Repair/Rehab Project Taft Electrical Bond/Grant Funded: Change Order #1 (deduct) MC cable sub Electrical contract (27,711.00)(24,939.90)Bonds & Grants 118)Historic City Hall Earthquake Repair/Rehab Project Taft Electrical Bond/Grant Funded: Change Order #2 (deduct) Notifier fire alarm panel (25,456.00)(22,910.40)Bonds & Grants 119)Historic City Hall Earthquake Repair/Rehab Project Taft Electrical Bond/Grant Funded: Change Order #3 (deduct) Use 5 existing conduits (2,463.00)(2,216.70)Bonds & Grants 120)Historic City Hall Earthquake Repair/Rehab Project Taft Electrical Bond/Grant Funded: Change Order #4 Saturday premium 399.00 359.10 Bonds & Grants 121)Historic City Hall Earthquake Repair/Rehab Project not yet awarded Bond/Grant Funded: Required Smoke curtain installation 50,000.00 5,000.00 Bonds & Grants 122)Historic City Hall Earthquake Repair/Rehab Project Harvey's Honey Huts Bond/Grant Funded: Contract for Rental of Portable Toilets for construction workers 20,099.80 6,946.48 Bonds & Grants 123)Historic City Hall Earthquake Repair/Rehab Project various contractors Bond/Grant Funded: Construction costs for other general conditions such as barricades, striping, on-site traffic control, SWPP measures, construction trailer expenses, temporary utilities, signage, road and site repair 184,154.00 67,286.12 Bonds & Grants 124)Historic City Hall Earthquake Repair/Rehab Project not yet awarded Bond/Grant Funded: Required sidewalk and parking lot improvement 300,000.00 40,000.00 Bonds & Grants 125)Historic City Hall Earthquake Repair/Rehab Project not yet awarded Bond Funded: Replacement appliances, furniture and fixtures 150,000.00 0.00 Bonds & Grants TOTAL July 2012 August 2012 September 2012 October 2012 November 2012 December 2012 July-Dec 2012 Payments by Month Payable from Other Revenue Sources 65,300.00 7,300.00 - - 29,000.00 52,829.80 154,429.80 - - - - - - - - - - - - - - 29,712.00 - - - - - 29,712.00 63,700.00 12,700.00 12,700.00 12,700.00 21,200.00 22,981.23 145,981.23 24,400.00 24,400.00 64,400.00 24,400.00 24,400.00 24,400.00 186,400.00 6,400.00 6,400.00 46,400.00 6,400.00 6,400.00 6,400.00 78,400.00 - - - - - - - - - - - - - - - - - - - - - - - - - - - - 40,000.00 - - - - - 40,000.00 920.00 920.00 920.00 920.00 460.00 460.00 4,600.00 6,000.00 6,000.00 6,000.00 6,000.00 6,000.00 6,000.00 36,000.00 - - - - 5,000.00 35,000.00 40,000.00 - 6,750.00 13,500.00 33,750.00 33,750.00 27,000.00 114,750.00 Page 11 of 15 Other Funding Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Total Due During *** Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Fiscal Year 2011-2012 Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall Project and other capital projects in the area 2,882,643.75 764,512.50 Other- Reserves 126)Historic City Hall Repair & Rehabilitation Project Pfeiffer Partners Bond/Grant Funded: Contract for Architecture and Engineering Services for Project (Phase 1 & 2) 888,437.54 529,634.14 Bonds & Grants 127)Historic City Hall Repair & Rehabilitation Project Pfeiffer Partners Bond/Grant Funded: Contract for Architecture and Engineering Services for Project (Phase 3) 131,258.20 81,273.37 Bonds & Grants 128)Historic City Hall Repair & Rehabilitation Project Pfeiffer Partners Bond/Grant Funded: Change order #1- switchgear design 15,000.00 15,000.00 Bonds & Grants 129)Historic City Hall Repair & Rehabilitation Project Pfeiffer Partners Bond/Grant Funded: Change order #2- code requirements 5,400.00 5,400.00 Bonds & Grants 130)Historic City Hall Repair & Rehabilitation Project Pfeiffer Partners Bond/Grant Funded: Change order #3- smoke curtain design 750.00 750.00 Bonds & Grants 131)Historic City Hall Repair & Rehabilitation Project Pfeiffer Partners Bond/Grant Funded: Change order #4- electrical change design and fire alarm design 16,000.00 16,000.00 Bonds & Grants 132)Historic City Hall Repair & Rehabilitation Project Pfeiffer Partners Bond/Grant Funded: Change order #5- exterior lighting design 11,400.00 11,400.00 Bonds & Grants 133)Historic City Hall Repair & Rehabilitation Project Pfeiffer Partners Bond/Grant Funded: Change order #6- audio/visual design for Council chambers 21,900.00 21,900.00 Bonds & Grants 134)Historic City Hall Repair & Rehabilitation Project Pfeiffer Partners Bond/Grant Funded: Change order #7- amended landscape design 7,000.00 7,000.00 Bonds & Grants 135)Historic City Hall Repair & Rehabilitation Project Bernards Bond/Grant Funded: Contract for Construction Management Services 2,495,572.78 1,181,303.12 Bonds & Grants 136)Historic City Hall Earthquake Repair/Rehab Project City of Atascadero Bond Funded: Project staff time in accordance with City practice of charging projects for direct costs for project management 104,000.00 40,100.00 Bonds & Grants 137)Historic City Hall Earthquake Repair/Rehab Project California Code Check Bond Funded: Contract plan checking service for Historic City Hall Earthquake Project 70,000.00 22,176.25 Bonds & Grants 138)Historic City Hall Earthquake Repair/Rehab Project City of Atascadero Bond Funded: Permitting (other than California Code Check) costs for project including tree removal fees 184,090.00 45,000.00 Bonds & Grants 139)Historic City Hall Repair & Rehabilitation Project Millennium Consulting Bond Funded: Contract for hazardous materials testing and monitoring 62,273.71 62,273.71 Bonds & Grants 140)Historic City Hall Earthquake Repair/Rehab Project Millennium Consulting Bond/Grant Funded: Expected change order #7 for additional services- underestimated time of abatement monitoring 14,601.39 14,601.39 Bonds & Grants TOTAL July 2012 August 2012 September 2012 October 2012 November 2012 December 2012 July-Dec 2012 Payments by Month Payable from Other Revenue Sources 50,000.00 50,000.00 50,000.00 25,000.00 25,000.00 25,000.00 225,000.00 6,000.00 6,000.00 6,000.00 6,000.00 6,000.00 6,000.00 36,000.00 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 120,000.00 120,000.00 120,000.00 120,000.00 120,000.00 120,000.00 720,000.00 3,300.00 3,300.00 3,300.00 3,300.00 3,300.00 4,700.00 21,200.00 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 6,000.00 3,500.00 3,500.00 3,500.00 3,500.00 3,500.00 3,500.00 21,000.00 - - - - - - - - - - - - - - Page 12 of 15 Other Funding Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Total Due During *** Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Fiscal Year 2011-2012 Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall Project and other capital projects in the area 2,882,643.75 764,512.50 Other- Reserves 141)Historic City Hall Earthquake Repair/Rehab Project Millennium Consulting Bond/Grant Funded: Expected change order #8 for additional services- underestimated time of abatement monitoring 39,535.11 39,535.11 Bonds & Grants 142)Historic City Hall Earthquake Repair/Rehab Project various contractors Bond Funded: Costs for construction cleanup (does not include dumpsters and storage containers above) 64,320.00 2,000.00 Bonds & Grants 143)Historic City Hall Earthquake Repair/Rehab Project Mid State Solid Waste Bond Funded: Contract for Rental of Trash Rolloffs 23,450.00 7,714.52 Bonds & Grants 144)Historic City Hall Earthquake Repair/Rehab Project Atascadero Waste Alternatives Bond Funded: Contract for Storage Containers 10,125.57 1,200.00 Bonds & Grants 145)Historic City Hall Earthquake Repair/Rehab Project various contractors Bond Funded: Other construction costs such as printing, site security, dust palliation, record keeping, pest control, etc. 102,981.37 5,155.86 Bonds & Grants 146)Historic City Hall Earthquake Repair/Rehab Project various contractors Bond Funded: Other small construction costs 5,100.00 5,100.00 Bonds & Grants 147)Historic City Hall Earthquake Repair/Rehab Project various construction contractors Bond Funded: Construction contingency 4,313,904.50 2,000,000.00 Bonds & Grants 148)Historic City Hall Earthquake Repair/Rehab Project Various vendors Invoices for goods/service received prior to 6/30/11, but not paid until after 6/30/11 715,762.52 715,762.52 Bonds & Grants 149)Historic City Hall Earthquake Repair/Rehab Project Commitment to State of California CCHE grant match 349,125.00 0.00 Bonds 150)Historic City Hall Earthquake Repair/Rehab Project Commitment to FEMA and CalEMA Obligation to receive occupancy permit on Historic City Hall Project in order to retain grant funds for City Hall Project and Temporary Relocation 21,739,149.00 0.00 Bonds 151)Bond Agreement- Use of Bond Proceeds (City Hall and Identified Blight Elimination projects per June 2010 Board meeting) Commitment to Bond Holders Remaining 2010 bond proceeds earmarked for City Hall Project & 2010 Identified Blight Elimination Projects 13,518,143.67 0.00 Bonds 152)Bond Agreement- Use of Interest on Bond Proceeds (City Hall and 2010 Identified Blight Elimination Projects) Commitment to Bond Holders Interest earned on remaining 2010 bond proceeds earmarked for City Hall Project & 2010 Identified blight Elimination Projects 107,000.00 0.00 Bonds TOTAL July 2012 August 2012 September 2012 October 2012 November 2012 December 2012 July-Dec 2012 Payments by Month Payable from Other Revenue Sources - - - - - - - 500.00 500.00 500.00 500.00 500.00 500.00 3,000.00 800.00 800.00 800.00 800.00 800.00 800.00 4,800.00 100.00 100.00 100.00 100.00 100.00 100.00 600.00 500.00 500.00 500.00 500.00 500.00 500.00 3,000.00 - - - - - - - 500,000.00 500,000.00 500,000.00 100,000.00 100,000.00 100,000.00 1,800,000.00 - - - - - - - - - - - Note: This is a FEMA/CAlEMA funding requirement. This obligation will be met by completing the Historic City Hall Project and occupying the facility Note: This is a matching grant commitment. This obligation will be met through the Agency's contract with Diani shown on line 91, therefore no payments are shown her Note: As part of the 2010 bond indenture agreement the Agency has committed to the bond holders that it will complete certain projects collectively known as the Project. (The Project includes the Historic City Hall Earthquake Repair/Rehabilitation Project and other infrastructure projects in the Project Area). While the obligations for individual construction contracts and related construction costs are listed individually above, this line is intended to show the obligation to the bond holders to comply with the indenture agreement (section 3.03 Establishment and Application of Project Fund). Monthly payments are not shown here, but rather through line items listed above (for known contracts/construction costs) and through future line items (for future contracts necessary to fulfill this committment) Page 13 of 15 Other Funding Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Total Due During *** Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Fiscal Year 2011-2012 Funding Source 1)Reimbursement/ Bond financing agreement with City of Atascadero1 City of Atascadero Contract for funding for bonds issued to finance the completion of Agency projects including Historic City Hall Project and other capital projects in the area 2,882,643.75 764,512.50 Other- Reserves 153)Bond Agreement- Use of Bond Proceeds for completion of 2005 Bond Projects Commitment to Bond Holders Remaining 2005 bond proceeds earmarked for Maiden Statue Project, Streetscape III and Wayfinding 356,128.32 0.00 Bonds 154)Bond Agreement- Use of Interest on Bond Proceeds for completion of 2005 Bond Projects Commitment to Bond Holders Future interest earned on remaining 2005 bond proceeds earmarked for Maiden Statue Project, Streetscape III and Wayfinding 1,200.00 0.00 Bonds Totals - LMHIF 5,600,208.93$ 56,408.93$ 77,072,248.21$ 16,146,925.44$ Total - Other 21,356,298.55$ 3,378,460.59$ #############19,581,794.96$ 1 In order to smooth out transition and avoid default on bonds, it is expected that 2010 Bond reimbursement payments through 2015/2016 will be made from reserves. All future payments related to the 2010 bond reimbursement agreement will be made from the RPTTF Totals - Bonds /Grants (includes bothe bond & grant proceeds, as it impossible to determine how much FEMA/CalEMA will pay for from each contract) Grand Total- Other Funding Sources TOTAL July 2012 August 2012 September 2012 October 2012 November 2012 December 2012 July-Dec 2012 Payments by Month Payable from Other Revenue Sources - - -$ -$ -$ -$ -$ -$ -$ 1,829,749.60$ 1,567,563.70$ 1,589,620.00$ 1,104,870.00$ 1,131,910.00$ 1,032,474.23$ 8,256,187.53$ 1,500.00$ 1,500.00$ 383,756.25$ 13,250.00$ 1,500.00$ 1,500.00$ 403,006.25$ 1,831,249.60$ 1,569,063.70$ 1,973,376.25$ 1,118,120.00$ 1,133,410.00$ 1,033,974.23$ 8,659,193.78$ Note: As part of the 2005 bond indenture agreement the Agency has committed to the bond holders that it will complete certain projects collectively known as the Project. While the obligations for individual construction contracts and related construction costs are listed individually above, this line is intended to show the obligation to the bond holders to comply with the indenture agreement (section 3.03 Redevelopment Fund). Monthly payments are not shown here, but rather through line items listed above (for known contracts/construction costs) and through future line items (for future contracts necessary to fulfill this committment) Page 14 of 15 Administrative Allowance Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 DRAFT RECOGNIZED OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 (*) Project Name / Debt Obligation Payee Description Total Outstanding Debt or Obligation Total Due During Fiscal Year Funding Source 1)Administration of Agency various vendors Administrative expenses for successor agency in accordance with AB1X26 through June 2016 including - office expense, postage, legal notices, computer costs, phone costs, operations, professional development, direct staff time, general overhead 1,104,167.00 104,166.67 Admin Allowance Totals- Administrative Allowance 1,104,167.00$ 104,166.67$ TOTAL July 2012 August 2012 September 2012 October 2012 November 2012 December 2012 July-Dec 2012 20,833.33 20,833.33 20,833.34 20,833.33 20,833.33 20,833.34 125,000.00 20,833.33$ 20,833.33$ 20,833.34$ 20,833.33$ 20,833.33$ 20,833.34$ 125,000.00$ Payable from the Administrative Allowance Allocation Payments by Month Page 15 of 15 Pass -Throughs and Other Obligations Name of Redevelopment Agency:Community Redevelopment Agency of Atascadero Project Area(s)Redevelopment Project Area #1 OTHER OBLIGATION PAYMENT SCHEDULE Per AB 26 - Section 34177 Total Due During *** Project Name / Debt Obligation Payee Description Fiscal Year 2011-2012 Funding Source 1)County General Fund County of San Luis Obispo Statutory Pass Through per 33607.5 6,966,552.00 153,353.47 RPTTF 2)Air Pollution Control District County of San Luis Obispo Statutory Pass Through per 33607.5 29,108.00 642.43 RPTTF 3)County Library County of San Luis Obispo Statutory Pass Through per 33607.5 565,992.00 12,467.80 RPTTF 4)City of Atascadero County of San Luis Obispo Statutory Pass Through per 33607.5 5,860,442.00 129,146.57 RPTTF 5)SLO CO Flood Control District County of San Luis Obispo Statutory Pass Through per 33607.5 109,964.00 2,431.42 RPTTF 6)Nacimiento Water District County of San Luis Obispo Statutory Pass Through per 33607.5 90,559.00 1,967.39 RPTTF 7)Atascadero Cemetery District County of San Luis Obispo Statutory Pass Through per 33607.5 326,658.00 7,206.07 RPTTF 8) Atascadero Unified School District (oper)County of San Luis Obispo Statutory Pass Through per 33607.5 5,258,873.00 115,785.17 RPTTF 9) Atascadero Unified School Dist(Ed Fac)County of San Luis Obispo Statutory Pass Through per 33607.5 6,885,696.00 151,618.06 RPTTF 10)Cuesta College (oper)County of San Luis Obispo Statutory Pass Through per 33607.5 870,010.00 19,120.64 RPTTF 11)Cuesta College (ed fac)County of San Luis Obispo Statutory Pass Through per 33607.5 960,569.00 21,134.12 RPTTF 12)Co School Service (oper)County of San Luis Obispo Statutory Pass Through per 33607.5 203,757.00 4,533.11 RPTTF 13)Co School Service (ed fac)County of San Luis Obispo Statutory Pass Through per 33607.5 879,713.00 19,324.09 RPTTF 14)Co School Service (ed fac)County of San Luis Obispo Basic Aid Pass Through per 33676 3,334,500.92 90,588.49 RPTTF Totals - Other Obligations 32,342,393.92$ 729,318.83$ Total Outstanding Debt or Obligation TOTAL July 2012 August 2012 September 2012 October 2012 November 2012 December 2012 July-Dec 2012 - - - - - - 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 -$ -$ -$ -$ -$ -$ -$ Pass Throughs and Other Patyments Payments by Month