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HomeMy WebLinkAboutAgenda packet - November 2, 2009AGENDA REGULAR MEETING OF THE CITY COUNCIL, THE REDEVELOPMENT AGENCY, AND THE AZUSA PUBLIC FINANCING AUTHORITY AZUSA AUDITORIUM 213 EAST FOOTHILL BOULEVARD AZUSA CITY COUNCIL JOSEPH R. ROCHA MAYOR KEITH HANKS COUNCILMEMBER URIEL E. MACIAS MAYOR PRO -TEM NOTICE TO THE PUBLIC MONDAY, NOVEMBER 2, 2009 6:30 P.M. ANGEL CARRILLO COUNCILMEMBER ROBERT GONZALES COUNCILMEMBER Copies of staff reports or other written documentation relating to each item of business referred to on the Agenda are on file in the Office of the City Clerk and are available for public inspection at the City Library. Persons who wish to speak during the Public Participation portion of the Agenda, shall fill out a card requesting to speak and shall submit it to the City Clerk prior to the start of the City Council meeting. When called, each person may address any item on or off the agenda during the public participation. 6:30 P.M. CEREMONIAL Presentation of Certificates of Appreciation to the Azusa Golden Days Committee in recognition of the success of the 2009 Azusa Golden Days events. Presentation of Proclamation to Austin Tyler McMinn who has attained the rank of Eagle Scout. Presentation of Certificate of Appreciation to DeLong Unlimited for donating the jerseys for the Celebrity Softball Game. 11/02/09 - 1 - Presentation of Certificate of Appreciation to Max's Restaurant for donating the food for the Celebrity Softball Game. Presentation of Certificates of Recognition to volunteers of the Noah's Wish Organization who provided outstanding service during the recent "Morris Fire" of August, 2009 CLOSED SESSION 1. CONFERENCE WITH LABOR NEGOTIATOR (Gov. Code Sec. 54957.6) Agency Negotiators: City Manager Delach and Administrative Services Director -CFO Kreimeier Organizations IBEW Any person wishing to comment on any of the Closed Session items listed above may do so now. 7:30 P.M. - REGULAR MEETING OF THE CITY COUNCIL. 1. Call to Order 2. Pledge to the Flag 3. Invocation — Pastor Dale Winslow of Foothill Community Church A. PUBLIC PARTICIPATION (Person/Group shall be allowed to speak without interruption up to five (S) minutes maximum time, subject to compliance with applicable meeting rules. Questions to the speaker or responses to the speaker's questions or comments shall be handled after the speaker has completed his/her comments. Public Participation will be limited to sixty (60) minutes time.) B. REPORTS, UPDATES, AND ANNOUNCEMENTS FROM STAFF/COUNCIL 1. Mayor Rocha — a. Request for certificates of recognition to volunteers of the 2009 Relay for Life event, to be presented at the December 7th City Council meeting. b. Request for proclamation in honor of a 50`h Wedding Anniversary on November 7, 2009. 2. Mayor Pro -Tem Macias — Request for the next City Hall on the Move to be held at Rancho Park which is located in the Rosedale tract. 3. Presentation by Utilities Director Morrow on the Electric Rate Adjustment (power point). C. SCHEDULED ITEMS 1. CULTURAL AND HISTORIC PRESERVATION COMMISSION CONSISTENCY ORDINANCE 11/02/09 - 2 - RECOMMENDED ACTION: Waive further reading and introduce the ordinance entitled: AN ORDINANCE OF THE CITY OF AZUSA, CALIFORNIA, AMENDING CHAPTER 55, ARTICLE 1, SECTIONS 55-4(e) AND 55-6(c), OF THE AZUSA MUNICIPAL CODE, REVISING MEMBERSHIP AND QUORUM PROVISIONS RELATED TO THE CULTURAL AND HISTORICAL PRESERVATION COMMISSION. D. CONSENT CALENDAR The Consent Calendar adopting the printed recommended actions will be enacted with one vote. If Councilmembers or Staff wish to address any item on the Consent Calendar individually, it will be considered under SPECIAL CALL ITEMS. 1. APPROVAL OF THE MINUTES OF THE REGULAR MEETING OF OCTOBER 19.2009 AND THE SPECIAL MEETINGS OF SEPTEMBER 28TH AND OCTOBER 26TH. 2009. RECOMMENDED ACTION: Approve Minutes as written. 2. HUMAN RESOURCES ACTION ITEMS. RECOMMENDED ACTION: Approve Personnel Action Requests in accordance with Section 3.3 of the City of Azusa Civil Service Rules and applicable Memorandum of Understanding(s). 3. PURCHASE OF ONE 2008 GMC UTILITY TRUCK RECOMMENDED ACTION: Approve the Police Department's purchase of one new, 2008 GMC Savana Cutaway G3500 truck with 12' utility body for $24,995.00 (inclusive of tax, license/title and documentation/tire fees) from Rio Rancho Truck Center, 15 Auto Center Drive, Pomona, CA 91766. 4. AUTHORIZATION TO INCREASE PROFESSIONAL SERVICES AGREEMENTS - PROFESSIONAL TRAFFIC ENGINEERING SERVICES RECOMMENDED ACTION: Authorize staff to increase the amount of the general professional traffic engineering services from KOA Corporation and Transportation & Energy Solutions, Inc., on an as -needed basis in an amount not to exceed $30,000. CIP PROJECT: FOOTHILL BOULEVARD BOARDWALK (CIP #66109B) AND FOOTHILL/CITRUS INTERSECTION IMPROVEMENTS (CIP #65309A) - NOTICES OF COMPLETION. 11/02/09 -3 - RECOMMENDED ACTION: Approve Notices of Completions for the following projects and authorize staff to file the Notices with the Los Angeles County Clerk: Foothill Boulevard Boardwalk Project No. 66109B - Martinez Concrete, Inc. and Foothill/Citrus Intersection Improvements Project No. 65309A - Martinez Concrete, Inc. 6. AWARD OF CONTRACT - MULTIPLE ROOF REPLACEMENTS, RESTORATIONS_ AND REPAIRS. RECOMMENDED ACTION: Award a contract to Midwest Roofing Company of Gardena, California in the amount of $105,448.00 for the following three (3) Capital Improvement Projects: City Hall Roof Replacement, Library Roof Restoration and Police Station Roof Rehabilitation. 7. CITY TREASURER'S REPORT AS OF SEPTEMBER 30, 2009. RECOMMENDED ACTION: Receive and file the Report. 8. WARRANTS. RESOLUTION AUTHORIZING PAYMENT OF WARRANTS BY THE CITY. RECOMMENDED ACTION: Adopt Resolution No. 09-C96. E. AGENCY SCHEDULED ITEMS None. F. AGENCY CONSENT CALENDAR 1. The Consent Calendar adopting the printed recommended actions will be enacted with one vote. If Boardmembers or Staff wish to address any item on the Consent Calendar individually, it will be considered under SPECIAL CALL ITEMS. RECOMMENDED ACTION: Approve Minutes as written. 2. PROFESSIONAL SERVICE CONTRACTS REPORT THROUGH SEPTEMBER 2009. RECOMMENDED ACTION: Review and file the report. 11/02/09 - 4 - 3. AGENCY TREASURER'S REPORT AS OF SEPTEMBER 30, 2009. RECOMMENDED ACTION: Receive and file the Report. 4. WARRANTS. RESOLUTION AUTHORIZING PAYMENT OF WARRANTS BY THE AGENCY. RECOMMENDED ACTION: Adopt Resolution No. 09 -R56 - G. AZUSA PUBLIC FINANCING AUTHORITY The Consent Calendar adopting the printed recommended actions will be enacted with one vote. If Directors or Staff wish to address any item on the Consent Calendar individually, it will be considered under SPECIAL CALL ITEMS. 1. APPROVAL OF MINUTES OF THE REGULAR MEETING OF OCTOBER 5.2009. RECOMMENDED ACTION: Approve Minutes as written. 2. AZUSA PUBLIC FINANCING AUTHORITY TREASURER'S REPORT. RECOMMENDED ACTION: Receive and file the Report. H. ADJOURNMENT 1. Adjourn. UPCOMING MEETINGS: November 16, 2009, City Council Meeting — 6:30 p.m. (Auditorium) November 23, 2009, Utility Board Meeting — 6:30 p.m. (Light and Water Conference Room) December 7, 2009, City Council Meeting — 6:30 p.m. (Auditorium) 11/02/09 - 5 - December 21, 2009, City Council Meeting — 6:30 p.m. (Auditorium) In compliance with Government Code Section 54957.5, agenda materials are available for inspection by members of the public at the following locations: Azusa City Clerk's Office - 213 E. Foothill Boulevard, Azusa City Library - 729 N. Dalton Avenue, and Azusa Police Department Lobby - 725 N. Alameda, Azusa, California. In compliance with the Americans with Disabilities Act, if you need special assistance to participate in a city meeting, please contact the City Clerk at 626-812-5229. Notification three (3) working days prior to the meeting when special services are needed will assist staff in assuring that reasonable arrangements can be made to provide access to the meeting. 11/02/09 - 6 - 11/2/2009 Electric Rate A iti tit November 2, 2009 City Council AZUSA Backe • In 2003, the Electric Utility Issued $12 Million in Bonds to develop Kirkwall Substation and other Utility Infrastructure • Annual Debt Service Payments: $947,783 • For every $1 of debt service Utility must have $110 of net positive revenue AZUSA •2 1 11/2/2009 Debt Coverage Forecast Projected FY 09-10 • Age� a A ZUSA 3 H istorika Corp FY07 vs. FY10 Change Interest Income Power Supply +$3am Transmission Di 1t4h.{ AJ5) . +41,51 t A7.USA 4 2 11/2/2009 Meeting Debt Coverage • Forecasted net income of-$580,000 this fiscal year required that revenues be increased to raise$1.6 million by fiscal year-end to meet debt coverage requirements. • Consequently, a 9.3% "across-the-board"electric rate adjustment was recommended for implementation on December 1,2009. • The recommendation was approved by the Utility Board at its meeting of October 26, 2009. • In addition, a study will be undertaken to review the Electric Utility's financial needs for next year and beyond, and to determine if an additional rate change is necessary. AZUSA 5 ,, Residentiai Rates SCE 0.189 SDG&E 0.181 PG&E 0.176 Lodi 0.177 Glendale 0.170 MID 0.163 Merced ID 0.160 Riverside 0.158 Pasadena 0.150 Turlock ID 0.146 IID 0.134 Azusa+9.3% 0.131 Burbank 0.131 Alameda 0.125 Lompoc 0.123 Anaheim 0.122 Azusa 0.120 Roseville 0.120 t O`DWP 0.116 Palo Alto 0.115 May 2009 SMUD 0,103 Redding 0.103 Santa Clara 0.090 AZUSA 6 3 11/2/2009 Commercial Ra. -itw SDG&E 0.185 SCE 0.173 PG&E 0.158 Glendale 0.176 Riverside 0.164 Lodi 0.162 Merced ID 0.148 Pasadena 0.138 Lompoc 0.137 Azusa+9.3% 0.136 Burbank 0.135 Santa Clara 0.132 MID 0.130 Alameda 0.129 Turlock ID 0.129 IID 0.129 Azusa .0,00,, 0.124 May 2009 Anaheim 0.123 LADWP 0.119 Palo Alto 0.109 Roseville 0.107 SMUD 0.102 AZUSA 7 =fix Effect of New Rates • Increases average residential rates by $5.39 per month beginning December 1, 2009 • Electric service will continue to be provided at rates very competitive with Southern California Edison: • About 30.5% below SCE's rates on per kWh basis for residential service • About 26.5% below SCE's rates on per kWh basis for commercial service • Upholds Azusa's obligations to bondholders as set forth in debt service agreements AZUSA 8 4 AGENDA ITEM TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL FROM: KURT CHRISTIANSEN, ECONOMIC AND COMMUNITY DEVELOPMENT DIRECTOR VIA: F.M. DELACH, CITY MANAGER DATE: NOVEMBER 2, 2009 SUBJECT: CULTURAL AND HISTORIC PRESERVATION COMMISSION CONSISTENCY ORDINANCE RECOMMENDATION: Staff requests that the City Council revise the Municipal Code to update Chapter 55 (Historic Preservation), Article I, Section 55-4(e) (Membership Terms) and 55-6(c) (Quorum) to be consistent with previously approved Section 55-3(a) (Membership Composition). BACKGROUND On October 16, 2000, the City Council approved Ordinance No. 00-012 to amend the Azusa Municipal Code to add Chapter 55 entitled "Historic Preservation" to the City Municipal Code. This Ordinance established, among other things, the total membership of the Cultural and Historic Preservation Commission at seven members (section 55-3), with the terms of not more than four members of the commission expiring in any one year (section 55-4) and with four commission members constituting a quorum (section 55-6). On May 2, 2005, the City Council approved Ordinance No. 05-03 that changed the total membership of the commission to five (5) members (section 55-3). However, the other two sections were not changed, leaving them inconsistent. DISCUSSION: To ensure consistency in the Municipal Code, Staff is recommending that Sections 55-4 and 55-6 of the Historic Preservation Chapter should be revised to read: "Section 55-4(e) the terms of not more than three members of the commission shall expire in any one year"; and "Section 55-6(c) Three members of the commission shall constitute a quorum for the transaction of business." Historic Preservation Consistency Ordinance City Council Staff Report November 2, 2009 Page 2 of 2 FISCAL IMPACT: There is no cost associated with this action. Attachments: Consistency Ordinance WAAGENDA\11-02-09\Historic Preservatiopn Quorum Ordinance Council Staff Report.DOC ORDINANCE NO. AN ORDINANCE OF THE CITY OF AZUSA, CALIFORNIA, AMENDING CHAPTER 55, ARTICLE I, SECTIONS 55-4(e) AND 55-6(c), OF THE AZUSA MUNICIPAL CODE, REVISING MEMBERSHIP AND QUORUM PROVISIONS RELATED TO THE CULTURAL AND HISTORICAL PRESERVATION COMMISSION WHEREAS, pursuant to Government Code Sections 36506 and 40605 and Section 2-32(4) of the Azusa Municipal Code, the Mayor and Council may appoint and remove city board and commission members; and WHEREAS, Azusa City Council Ordinance No. 00-012 originally established the total membership of the Cultural and Historical Preservation Commission at seven members; and WHEREAS, Azusa City Council Ordinance No. 05-03 amended section 55-3 (a) of the Azusa Municipal Code by reducing total membership of the Cultural and Historical Preservation Commission to five members; and WHEREAS, sections 55-4(e) and 55-6(c) must be revised to be consistent with the reduction in total membership of the Cultural and Historical Commission. NOW, THEREFORE, THE PEOPLE OF THE CITY OF AZUSA DO ORDAIN AS FOLLOWS: SECTION 1. Subsection (e) of Section 55-4 of Article I of Chapter 55 of the Azusa Municipal Code is hereby amended to read as follows: "(e) The terms of not more than three members of the commission shall expire in any one year." SECTION 2. Subsection (c) of Section 55-6 of Article I of Chapter 55 of the Azusa Municipal Code is hereby amended to read as follows: "(c) Three members of the commission shall constitute a quorum for the transaction of business." SECTION 3. Severability. If any section, subsection, sentence, clause, phrase, or portion of this Ordinance is for any reason held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this Ordinance. The City Council hereby declares that it would have adopted this Ordinance, and ORANGEWRICHARDSOM56608.1 each section, subsection, subdivision, sentence, clause, phrase or portion thereof, irrespective of the fact that any one or more sections, subsections, subdivisions, sentences, clauses, phrases or portions might subsequently be declared invalid or unconstitutional. SECTION 4. CEQA. The City Council finds that this Ordinance is not subject to the California Environmental Quality Act ("CEQA") pursuant to Sections 15060(c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment) and 15060(c)(3) (the activity is not a project as defined in Section 15378) of the CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, because it has no potential for resulting in physical change to the environment, directly or indirectly. SECTION 5. Effective Date. This Ordinance shall become effective thirty (30) days after its adoption. SECTION 6. Publication. The City Clerk shall certify the adoption of this Ordinance and shall cause the same to be posted as required by law. PASSED, APPROVED, AND ADOPTED this day of 2009. Joseph R. Rocha Mayor ATTEST: Vera Mendoza City Clerk APPROVED AS TO FORM: Sonia R. Carvalho City Attorney ORANGENRICHARDSOM56608.1 -2_ CITY OF AZUSA MINUTES OF THE CITY COUNCIL REGULAR MEETING MONDAY, OCTOBER 19, 2009 — 6:30 P.M. The City Council of the City of Azusa met in regular session at the above date and time in the Azusa Auditorium located at 213 E. Foothill Boulevard, Azusa, CA 91702. CLOSED SESSION Closed Sess The City Council recessed to Closed Session at 6:32 p.m. to discuss the following: Recess I. REAL PROPERTY NEGOTIATIONS (Gov. Code Sec 54956.8) Real Prop Agency Negotiators: City Manager Delach and Assistant City Manager Makshanoff Negotiations Under Negotiation: Price and Terms of Payment a. ENTERPRISE PROPERTY Enterprise Address: 229 S. Azusa Avenue (APN 8614-014-058) Property Negotiating Parties: Rogers Lillie M/Roger Lillie M Address: 229 S. Azusa Avenue (APN 8614-014-056) Negotiating Parties: Rogers Lillie M/Roger Lillie M Address: (APN 8614-014-057) - No Address Negotiating Parties: Rogers Clifton & Lillie/Roger C & L /tr b. DOWNTOWN NORTH Downtown North A-2 & A-3 PROJECT Address: 858 N. Azusa Avenue, Azusa, CA 91702 858 Azusa Ave Negotiating Parties: Lewis Retail Centers Address: 832 N. Azusa Avenue, Azusa, CA 91702 832 Azusa Ave. Negotiating Parties: Lewis Retail Centers Address: 826 N. Azusa Avenue, Azusa, CA 91702 826 Azusa Ave. Negotiating Parties: Lewis Retail Centers Address: 830 N. Azusa Avenue, Azusa, CA 91702 830 Azusa Ave Negotiating Parties: Lewis Retail Centers Address: 812 N. Azusa Avenue, Azusa, CA 91702 812 Azusa Ave Negotiating Parties: Lewis Retail Centers Address: 801 N. Alameda Avenue, Azusa, CA 91702 801 Alameda Negotiating Parties: Lewis Retail Centers Address: 810 N. Alameda Avenue, Azusa, CA 91702 810 Alameda Negotiating Parties: Lewis Retail Centers Address: 803 N. Dalton Avenue, Azusa, CA 91702 803 Dalton Negotiating Parties: Lewis Retail Centers Address: 805 N. Dalton Avenue, Azusa, CA 91702 805 Dalton Negotiating Parties: Lewis Retail Centers 2. CONFERENCE WITH LABOR NEGOTIATOR (Gov. Code Sec. 54957.6) Conf w/labor Agency Negotiators: City Manager Delach and Administrative Services Director -CFO Negotiator IBEW Kreimeier Organizations IBEW 3. CONFERENCE WITH LEGAL COUNSEL - EXISTING LITIGATION (Gov. Code Section Conf w/legal 54956.9 (a)). Case Name: Betty Stone Johnson v. City of Azusa, et al. Case Number: Los Cnsl Johnson Angeles County Superior Court Case No. KC054131 The City Council reconvened at 7:35 p.m. City Attorney Carvalho reported that there was no reportable Reconvened action taken in Closed Session. No Report Mayor Rocha called the meeting to order. Call to Order Captain William Amran led in the Flag salute. Flag Salute INVOCATION was given by Pastor Ariel Verayo of Jesus Is Lord Church Invocation ROLL CALL Roll Call PRESENT: COUNCILMEMBERS: GONZALES, CARRILLO, MACIAS, HANKS, ROCHA ABSENT: COUNCILMEMBERS: NONE ALSO PRESENT: Also Present City Attorney Carvalho, City Manager Delach, Assistant City Manager Makshanoff, Azusa Police Chief Garcia, Director of Public Works/Assistant City Manager Haes, Director of Utilities Morrow, Administrative Services Director -Chief Financial Officer Kreimeier, Economic Development Director Christiansen, Acting City Librarian Shahsavari, Public Information Officer Quiroz, Assistant Community Development Director McNamara, Deputy City Clerk Toscano. PUBLIC PARTICIPATION Pub Part Captain William Amram addressed Council announcing the Fill the Helmet Program which will provide W. Amram funds to celebrate the deployment of U.S. Soldiers within the next month. He requested the use of two Comments intersections in Azusa i.e. Foothill and Todd and Citrus and Alosta from 10 a.m. to 4 p.m. Two other Fill the Helmet fundraisers are a joint venture with Chamber of Commerce asking for donations from the community and Program Fill the Helmet to be placed at City Hall. Executive Director of the Azusa Chamber of Commerce Irene Villapania addressed the issue stating that they are not only looking for monetary donations, but for items to be used the day of the celebration. Chief of Police Garcia addressed the issue recommending against Todd and Foothill due to the construction COP Garcia taking place at this time. Director of Public Works Haes advised that the area would be under construction & Dir Pub Wks until right before Thanksgiving and the conditions are not right, he recommended another location be Haes sought. They recommended Azusa and Gladstone as an alternate location. Comments Mr. Mike Lee addressed Council expressing his thanks for the great Golden Days celebration and talked M. Lee about City Hall on the Move, new Planning Commissioners, report on the Downtown North projects, and Comments upcoming election. Golden Days Co -Chairs Gloria Calderon and Sylvia Contreras addressed Council presenting plaques to Plaques to U. Civic Grand Marshall Ginny Dadaian and Reviewing Officer Uriel Macias. Macias & G. Moved by Councilmember Gonzales, seconded by Councilmember Carrillo and unanimously carried to Dadaian Mr. David Casarrubias, Student Body President of Gladstone High, addressed Council announcing and D. Casarrubias inviting all to attend the upcoming Azusa vs. Gladstone High school football game to be held on Thursday, Comments October 22, 2009, at Citrus College at 7 p.m. He also announced that Friday is Homecoming for Gladstone Azusa V. High. Gladstone REPORTS, UPDATES COUNCIL BUSINESS AND ANNOUNCEMENTS -STAFF Updates/Cncl Moved by Councilmember Gonzales, seconded by Councilmember Carrillo and unanimously carried to Proc G. Sotelo approve request for proclamation for Mrs. Guadalupe Sotelo Fierro in honor of her 100 birthday on Fierro November 6, 2009. Moved by Councilmember Gonzales, seconded by Councilmember Carrillo and unanimously carried to Cert Johnny's approve a certificate of recognition to Johnny's Tow, long time successful local business. Tow Moved by Councilmember Gonzales, seconded by Councilmember Carrillo and unanimously carried to Proc A. Tyler approve a proclamation to Mr. Austin Tyler McMinn, who has attained Eagle Scout status. McMinn Mr. Matt Visor and Ginny Dadaian of Azusa Pacific University providing a presentation of the 2009 M. Visor & G. Citylinks Program stating that this year the event was held on September 26d', and October 3rd, there were Dadaian 121 unique projects and over 1200 APU students participated in the event. Citylinks Mr. Tony Contreras addressed Council stating that there were twelve APU students who painted three T. Contreras rooms in their home; he noted the purpose of the program is for the students to connect to the community Comments and he also provided them with some history of the City of Azusa. Mr. Miles Rosedale, President of the Canyon City Foundation addressed Council and introduced Board Canyon City Members Marianne Hlava, Mark and Barbara Dickerson. He stated that total Grants exceed a half million Foundation dollars and are being received by five recipients, AUSD, Homework House, Saint Francis of Rome, Gets California Resource Connections and APU. The organizations detailed the use for the grants and accepted Presentation them as follows: Link Crew of Gladstone High, Neighborhood Homework House, Fit Girls, California Resource Connections, Sisters Closet and the Azusa Food Bank. 10/19/09 PAGE TWO Mayor Pro -Tem Macias stated that the Downtown North Committee meets and there is a lot of activity Macias going on, he provided and highlighted the Downtown North status stating that the latest project is the Comments Target Project. City Manager Delach added that there has been retail interest in other areas of the City such as APU property, Azusa and Ninth, and the Whole Enchilada Site. Mayor Pro -Tem Macias then wished a Happy Birthday to City employees, Cynthia Wilson and Candace Toscano. Councilmember Hanks announced that on Thursday, October 22, 2009, at 9:30 a.m. the Metropolitan Hanks Transit Authority will be meeting and may take a vote on the Long Range Transportation Plan; he Comments encouraged all who are able to attend the meeting to support the Gold Line Staff, or to write a letters to the Board Members of Metropolitan Transit Authority, or to the editor. Councilmember Gonzales congratulated the Azusa Golden Days Committee for a successful event, he Gonzales thanked staff for the Golden Days Banner at the entranced to the City on Foothill Boulevard, talked about Comments the Azusa vs. Gladstone football game at Citrus, reminded all to be mindful of kids trick or treating on Halloween next week and asked that the meeting be adjourned in memory of Elvira Alonzo, Virginia Herrera and Lou Ellen Annis. Councilmember Carrillo congratulated the Golden Days Committee on a successful event and also the Carrillo Canyon City Foundation Grant recipients. Comments Mayor Rocha advised that the meeting be adjourned in memory of Anselmo "Smoke" Salse, and thanked Rocha Citylinks, Golden Days Committee, Canyon City Foundation for their successes. He announced the Free Comments Pandemic H1N1 Vaccination Clinic hosted by the City of Azusa on Thursday, October 28 from 11 am- 7pm, and on Thursday, November 19, 2009, at North Memorial Park, 340 N. Orange Place. City Manager Delach responded to question regarding strategies for potential problems with heat, stating that if the city sees a problem they will provide chairs, shade and water. Mayor Rocha also announced that college representatives from across the United States will be at Azusa High School on Tuesday, October 27'h at 8:30 a.m. to answer questions for students and invited all interested to attend. SCHEDULED ITEMS Sched Items PUBLIC HEARING — A RESOLUTION TO VACATE A PORTION OF SAN GABRIEL AVENUE Pub Hrg AND A PORTION OF NINTH STREET IN THE CITY OF AZUSA Vacation Director of Public Works Haes addressed the Hearing stating that in order to accommodate the construction Du Pub Wks of the Target Store an additional 30 inches of public right a way was required to be vacated and given over Comments to the site along San Gabriel Avenue. He stated that all required noticing was done and no comments have been received, he responded to question posed. The Mayor declared the Hearing open. The Deputy City Clerk read the affidavit of proof of publication of Hrg open notice of said Hearing published in the San Gabriel Valley Tribune on September 14, 2009. Testimony was solicited but none was received. Moved by Councilmember Carrillo, seconded by Testimony Councilmember Gonzales and unanimously carried to close the Hearing. Norie/Close Councilmember Hanks offered Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF AZUSA ORDERING THE VACATION Res. 09-C92 OF A PORTION OF SAN GABRIEL AVENUE AND A PORTION OF NINTH STREET IN THE CITY Vacation portion OF AZUSA. San Gabriel and Ninth streets Moved by Councilmember Hanks, seconded by Councilmember Carrillo to waive further reading and adopt. Resolution passed and adopted by the following vote of the Council: AYES: COUNCILMEMBERS: GONZALES, CARRILLO, MACIAS, HANKS, ROCHA NOES: COUNCILMEMBERS: NONE ABSENT: COUNCILMEM 3ERS: NONE The CONSENT CALENDAR consisting of Items D-1 through D-6 was approved by motion of Consent Calendar Councilmember Carrillo, seconded by Councilmember Gonzales and unanimously carried. 1. The minutes of the regular meeting of October 5, 2009, were approved as written. Min appvd 2. Human Resources Action Items were approved as follows: HR Action Merit Increase and/or Regular Appointments: M. Bertelsen, M. Beato, V. Benavides and J. Peek. Items 3. , A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF AZUSA, CALIFORNIA, Res. 09-C93 APPROVING A GRANT AGREEMENT WITH THE CALIFORNIA OFFICE OF TRAFFIC Agmt OTS SAFETY (OTS) FOR THE "DUI ENFORCEMENT AND HIGH SCHOOL EDUCATION PROGRAM" PROJECT #AL1002. 10/19/09 PAGE THREE 4. Approval was given for the bond reduction request by Watt Communities for Tract 68355 (Citrus Bond Reduce Crossing Residential Component). Citrus Crossng 5. Approval was given to amend the 2009/2010 Capital Improvement Plan to include "Police Station Amend CIP HVAC Replacement' as a new project and Economic Stimulus funds as a funding source, and staff PD HVAC was authorized to solicit formal bids for the referenced project. Replacement 6. The following resolution was adopted and entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF AZUSA ALLOWING CERTAIN Res. 09-094 CLAIMS AND DEMANDS AND SPECIFYING THE FUNDS OUT OF WHICH THE SAME Warrants ARE TO BE PAID. SPECIAL CALL ITEMS None Spec Call Items None THE CITY COUNCIL RECESSED AND THE REDEVELOPMENT AGENCY CONVENED AT CRA Convene 8:41 P.M. THE CITY COUNCIL RECONVENED AT 8:42 P.M. Cncl reconvened Mayor Rocha asked that we keep all soldiers in prayer and it was consensus of Councilmembers adjourn in Adjourn in memory of Elvira Alonzo, Lou Ellen Amus, Virginia Herrera, and Anselmo "Smoke" Salse. Memory of E. Alonzo, L. Annis, V. Herrera, and A. TIME OF ADJOURNMENT: 8:45 P.M. Salse. ASSISTANT CITY CLERK NEXT RESOLUTION NO. 2009-C95 NEXT ORDINANCE NO. 2009-07. 10/19/09 PAGE FOUR CITY OF AZUSA MINUTES OF THE CITY COUNCIL/REDEVELOPMENT AGENCY SPECIAL MEETING MONDAY, SEPTEMBER 28, 2009 — 8:10 P.M. The City Council/Board of Directors of the City/Redevelopment Agency of Azusa met in special session at the above date and time at the Azusa Light and Water Conference Room, located at 729 N. Azusa Avenue, Azusa, California- Mayor/Chairman Rocha called the meeting to order. Call to Order ROLL CALL Roll Call PRESENT: COUNCILMEMBERS/DIRECTORS: GONZALES, CARRILLO, HANKS, MACIAS, ROCHA ABSENT: COUNCILMEMBERS/DIRECTORS: NONE ALSO PRESENT: Also Present City Attorney/General Counsel Ferre, City Manager/Executive Director Delach, Assistant City Manager/Assistant Executive Director Makshanoff, Director of Public Works/Assistant City Manager Haes, Director of Utilities Morrow, Economic Development Director Christianson, City Clerk Mendoza/Secretary, Deputy Secretary/Deputy City Clerk Toscano. PUBLIC PARTICIPATION Pub Part None. None AGENCY AGENDA ITEM Agenda Item AUTHORIZATION TO AWARD THE ABATEMENT/REMOVAL OF ASBESTOS AND Abate/Remove DEMOLITION CONTRACT OF TWELVE -FIFTEEN, 4 -UNIT (QUADRUPLEXES) MULTIFAMILY Asbestos & demo PROPERTIES/STRUCTURES AND OTHER SUBSURFACE PARKING AREAS LOCATED AT THE Quadruplexes ATLANTIS GARDENS PROJECT SITE. Atlantis Gardens Executive Director Delach addressed the item stating that there will be maximum security for the project Detach and it will be well light, in response to Chairman Rocha's concern. Comments Economic Development Director Christiansen addressed the issue stating that the city currently owns 15 Christiansen units in the area which have been vandalized, staff intends to demolish the units in the area and has Comments solicited and received bids of which the three low bidders are listed in the staff report. He talked about the background check, and the low bid came in at $286,340, but there was a sub item for the on-site crushing of the asphalt and cement which were not taken into consideration. Prime Demolition, the low bidder has added $17,000 for the crushing which brings the bid to $303,340. He described the project and responded to questions from the CouncilmembersBoard Members. Moved by CouncilmemberBoard Member Hanks, seconded by CouncilmemberBoard Member Carrillo Contract awarded and unanimously carried to award the contract for the abatement/removal of asbestos and demolition to To Prime Prime Demolition Inc. in the amount of $303,340.00 and the Executive Director was authorized to execute Demolition, Inc. the requisite contracts and agreements for the removal of twelve -fifteen, 4 -Unit (Quadruplexes) multifamily properties, structures and other subsurface parking areas located at the Atlantis Garden project site. It was consensus to recess to Closed Session at 8:18 p.m. to discuss the following: Recess CLOSED SESSION Closed Sess REAL PROPERTY NEGOTIATIONS (Gov. Code Sec 54956.8) Agency Negotiators: City Manager Delach and Assistant City Manager Makshanoff Under Negotiation: Price and Terms of Payment DOWNTOWN NORTH A-2 & A-3 PROJECT Address: 858 N. Azusa Avenue, Azusa, CA 91702 Negotiating Parties: Lewis Retail Centers Address: 832 N. Azusa Avenue, Azusa, CA 91702 Negotiating Parties: Lewis Retail Centers Address: 826 N. Azusa Avenue, Azusa, CA 91702 Negotiating Parties: Lewis Retail Centers Address: 830 N. Azusa Avenue, Azusa, CA 91702 Negotiating Parties: Lewis Retail Centers Address: 812 N. Azusa Avenue, Azusa, CA 91702 Negotiating Parties: Lewis Retail Centers Address: 801 N. Alameda Avenue, Azusa, CA 91702 Negotiating Parties: Lewis Retail Centers Address: 810 N. Alameda Avenue, Azusa, CA 91702 Negotiating Parties: Lewis Retail Centers Address: 803 N. Dalton Avenue, Azusa, CA 91702 Negotiating Parties: Lewis Retail Centers Address: 805 N. Dalton Avenue, Azusa, CA 91702 Negotiating Parties: Lewis Retail Centers The City Council and the Redevelopment Agency reconvened at 9:14 p.m., there was no reportable action. Reconvened No Reports It was consensus of the City Council and Redevelopment Agency to adjourn. Adjourn TIME ADJOURNMENT: 9:15 P.M. CITY CLERK/SECRETARY NEXT CITY RESOLUTION NO. 09-C79 NEXT CRA RESOLUTION NO. 09-R53 09/28/09 PAGE TWO CITY OF AZUSA MINUTES OF THE CITY COUNCIL/REDEVELOPMENT AGENCY SPECIAL MEETING MONDAY, OCTOBER 26, 2009 — 8:08 P.M. The City Council/Board of Directors of the City/Redevelopment Agency of Azusa met in special session at the above date and time at the Azusa Light and Water Conference Room, located at 729 N. Azusa Avenue, Azusa, California. Mayor/Chairman Rocha called the meeting to order. ROLL CALL PRESENT: COUNCILMEMBERS/DIRECTORS: GONZALES, CARRILLO, HANKS, MACIAS, ROCHA ABSENT: COUNCILMEMBERS/DIRECTORS: NONE ALSO PRESENT: City Attorney/General Counsel Ferre, City Manager/Executive Director Delach, Assistant City Manager/Assistant Executive Director Makshanoff, Director of Public Works/Assistant City Manager Haes, Director of Utilities Morrow, Economic Development Director Christianson, City Clerk Mendoza/Secretary, Deputy Secretary/Deputy City Clerk Toscano. PUBLIC PARTICIPATION None. Call to Order Roll Call Also Present Pub Part None It was consensus of the Council/Board Members to recess to Closed Session at 8:09 p.m. to discuss the Recess following: CLOSED SESSION PUBLIC EMPLOYMENT (Gov. Code Sec. 54957) Title: Library Director Closed Sess Pub Emp CONFERENCE WITH LEGAL COUNSEL — ANTICIPATED LITIGATION (Gov. Code Sec. Conf w/legal 54956.9 (b). One Case. Cnsl The City Council and the Redevelopment Agency reconvened at 8:49 p.m., there was no reportable action. Reconvened No Reports It was consensus of the City Council and Redevelopment Agency to adjourn. Adjourn TIME ADJOURNMENT: 8:50 P.M. CITY CLERK/SECRETARY NEXT CITY RESOLUTION NO. 09-C96 NEXT CRA RESOLUTION NO. 09-R56 CONSENT CALENDAR TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL FROM: KERMIT FRANCIS, INTERIM DIRECTOR OF HUMAN RESOURCES/PERSONNEL OFFICER VIA: F.M. DELACH,, CITY MANAGER ��4 DATE: NOVEMBER 2, 2009 SUBJECT: HUMAN RESOURCES ACTION ITEMS RECOMMENDATION It is recommended that the City Council approve the following Personnel Action Requests in accordance with the City of Azusa Civil Service Rules and applicable Memorandum of Understanding(s). A. NEW APPOINTMENT: The following appointments have been requested by department heads pursuant to the Rules of The Civil Service System. DEPARTMENT NAME CLASSIFICATION EFFECTIVE RANGE/STEP DATE BASE MO SALARY RFS Adrian Martinez Recreation Coordinator Pending Physical 4151/1 and Fingerprints $3315.67 FISCAL IMPACT There is no fiscal impact, as positions listed are funded in approved department budgets. 7 CONSENT CALENDAR TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL FROM: ROBERT B. GARCIA, CHIEF OF POLICE VIA: F.M. DELACH, CITY MANAGER 1�0 DATE: NOVEMBER 2, 2009 SUBJECT: PURCHASE OF ONE 2008 GMC UTILITY TRUCK RECOMMENDATION It is recommended that the City Council approve the Police Department's purchase of one new, 2008 GMC Savana Cutaway G3500 truck with 12' utility body for $24,995.00 (inclusive of tax, license/title and documentation/tire fees) from Rio Rancho Truck Center, 15 Auto Center Drive, Pomona, CA 91766. BACKGROUND The Police Department's S.W.A.T. team, Firearms Unit and Training Division are in need of a utility vehicle to transport large, heavy equipment (e.g., steel targets, ammunition, simunition gear, firearms, S.W.A.T. bags, etc.). The Department's Prime Mover had been used to fulfill this need, but with its conversion to a mobile command post configuration underway, an alternative vehicle is necessary. Although the Prime Mover had worked for the stated transportation needs, it was too large and a more appropriate scale vehicle is preferred. Under City of Azusa Municipal Code (AMC), Section 2-518 (b) — purchases of supplies and equipment between $10,000 and $24,999, the Police Department sought to procure an appropriate vehicle utilizing authorized informal purchasing procedures. The Police Department conducted "on-line" shopping for a new 2008 utility/service truck and found that a GMC Savana Cutaway with a utility body met the Department's needs (photo attached). Three vendors were contacted and provided bids (inclusive of tax, license/title and documentation/tire fees) outlined below: 1) Rio Rancho Truck Center $24,995.00 2) Scranton Commercial Truck Center $33,000 3) General GMC, Inc. $37,500 This GMC line of Light Duty Commercial Trucks comes with the best factory warranty in the industry, 5 -years or 100,000 -mile power train (Longer than the Ford F350) and 3 -Year or 36,000 -mile bumper to bumper coverage. FISCAL IMPACT The purchase of this vehicle from Rio Rancho Truck Center in the amount of $24,995.00 will be funded by Asset Seizure Fund, Account #28-20-310-041-7135. Prepared by: Lieutenant Paul Dennis Captain Sam Gonzalez CONSENT CALENDAR TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL FROM: TITO HAES, PUBLIC WORKS DIRECTOR/ASSISTANT CITY MANAGER VIA: F.M. DELACH, CITY MANAGERAIV07 DATE: NOVEMBER 2, 2009 SUBJECT: AUTHORIZATION TO INCREASE PROFESSIONAL SERVICES AGREEMENTS — PROFESSIONAL TRAFFIC ENGINEERING SERVICES RECOMMENDATION It is recommended that the City Council authorize staff to increase the amount of the general professional traffic engineering services from KOA Corporation and Transportation & Energy Solutions, Inc on an as -needed basis by an amount of $30,000. BACKGROUND The Public Works Department provides support to all City Departments and the community for traffic related issues. As such, the City has a need for additional specialized support to the Engineering Division to perform traffic studies, traffic control plans and signing and striping checking, and the CIP projects. investigations, plan checking of traffic signals, plans for the community, development plan On April 6th, 2009, the City Council authorized staff to enter into contracts with KOA Corporation and Transportation & Energy Solutions, Inc. to perform the as -needed professional traffic engineering services. The contract specifies that the maximum amount shall not exceed $20,000. Demand for the services has increased because of additional requests from the community and special projects. The requested increase will be an additional maximum amount of $30,000. Determination of which consultant will be utilized for the specific tasks will be based on consultant availability and ability to efficiently complete the work. FISCAL IMPACT The cost of these services will be negotiated on a project by project basis. Staff requests an increase of $30,000 for general professional traffic engineering services for a total amount of $50,000 for FY 2009-2010 for the two consultants and will continue to be funded out of Gas Tax Funds. CONSENT CALENDAR TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL FROM: TITO HAES, ASSISTANT CITY MANAGER/PUBLIC WORKS DIRECTOR VIA: F.M. DELACH, CITY MANAGER AV DATE: NOVEMBER 02, 2009 SUBJECT: CIP PROJECTS: FOOTHILL BOULEVARD BOARDWALK (CIP #6610913) AND FOOTHILL/CITRUS INTERSECTION IMPROVEMENTS (CIP #65309A) —NOTICES OF COMPLETION RECOMMENDATION It is recommended that the City Council approve Notices of Completion for the following projects and authorize staff to file the Notices with the Los Angeles County Clerk: • Foothill Boulevard Boardwalk Project No. 66109B — Martinez Concrete, Inc. • Foothill/Citrus Intersection Improvements Project No. 65309A— Martinez Concrete, Inc. BACKGROUND On October 20, 2008, the City Council authorized staff to enter into an agreement with the City of Glendora, Azusa Pacific University, and Citrus College for the Foothill Boulevard Boardwalk and Foothill/Citrus Intersection Improvements. On April 20, 2009 the City Council authorized staff to solicit_ bids for the Foothill Boulevard Boardwalk and Foothill/Citrus Intersection Improvements. On June 01, 2009 the City Council awarded a construction contract in the amount of $519,319.46 to Martinez Concrete, Inc. for the Foothill Boulevard Boardwalk and Foothill/Citrus Intersection Improvements Project. The project is fully functional and has been completed in the amount of $519,041.59. Improvements included a boardwalk (widened sidewalk) along the north side of Foothill Blvd to connect the West APU campus with Citrus Ave, traffic signal modification at Foothill Blvd and Citrus Ave including protected left turns for all directions, street widening on Citrus Ave to allow for a free right turn into the Citrus College campus at the intersection and remove the existing free right turn south of the intersection. FISCAL IMPACT The project was completed within budget with a total construction cost of $519,041.59. Attachments: 1. Notice of Completion — Foothill Boulevard Boardwalk Project No. 66109B 2. Notice of Completion — Foothill/Citrus Intersection Improvements Project No. 65309A RECORDING REQUESTED BY AND WHEN RECORDED MAIL TO: NAME Azusa City Clerk STREET ADDRESS 213 E. Foothill Blvd. CITY, STATE & Azusa, CA 91702 ZIP CODE NOTICE OF COMPLETION Notice pursuant to Civil Code Section 3093, must be filed within 10 days after completion. (See reverse side for Complete requirements.) Notice is hereby given that: 1. The undersigned is owner or corporate officer of the owner of the interest or estate stated below in the property hereinafter described: 2. The full name of the owner is The City of Azusa 3. The full address of the owner is 213 E. Foothill Blvd., Azusa CA 91702 4. The nature of the interest or estate of the owner is: In fee. (IF OTHER THAN FEE, STRIKE IN FEF, AND INSERT, FOR EXAMPLE, PURCHASER UNDER CONTRACT OF PURCHASE, OR LESSEE) 5. The full names and full addresses of all persons, if any, who hold title with the undersigned as joint tenants or as tenants in common are: NAMES ADDRESSES 6. The full names and full addresses of the predecessors in interest of the undersigned, if the property was transferred subsequent to the commencement of the work or improvements herein referred to: NAMES ADDRESSES 7. A work of improvement on the property hereinafter described was completed on October 22, 2009 . The work done was: Roadway improvements which included dedicated turn lanes, right turn lane into Citrus College, sidewalk widening, traffic signal modification, storm drain improvements, utility relocations, and concrete improvements. 8. The name of the contractor, if any, for such work of improvement was Martinez Concrete Inc. June 01 2009 (IF NO CONTRACTOR FOR WORK OF IMPROVEMENT AS A WHOLE, INSERT NONE) (DA'Z'E OF CONTRACT) 9. The property on which said work of improvement was completed is in the City of Azusa, County of Los Angeles, and State of CA; and is described as follows: Foothill Boulevard and Citrus Avenue Intersection Improvements Project No. 65309A. 10. The street address of said property is Foothill Boulevard and Citrus Avenue in the City of Azusa, CA. Dated Joseph R. Rocha, Mayo (SIGNATURE OF OWNER OR CORPORATE OFFICER OF OWNER NAMED IN PARAGRAPH 2 OR VERIFICATION I, the undersigned, say: I am the person who signed the foregoing notice. 1 have read said notice of completion and know its contents, and the facts stated therein are true of my own knowledge. I declare under penalty of perjury that the foregoing is true and correct. Executed at Azusa, California, this day of November 2009. (SIGNATURE) RECORDING REQUESTED BY AND WHEN RECORDED MAIL TO: NAME Azusa City Clerk STREET ADDRESS 213 E. Foothill Blvd. CITY, STATE & Azusa, CA 91702 ZIP CODE Notice pursuant to Civil Code Section 3093, must be filed within 10 days after completion. (See reverse side for Complete requirements.) Notice is hereby given that: 1. The undersigned is owner or corporate officer of the owner of the interest or estate stated below in the property hereinafter described: 2. The full name of the owner is The Citv of Azusa 3. The full address of the owner is 213 E. Foothill Blvd., Azusa. CA 91702 4. The nature of the interest or estate of the owner is: In fee (IF OTHER THAN FEE, STRIKE IN FEE AND INSERT, FOR EXAMPLE, PURCHASER UNDER CONTRACT OF PURCHASE, OR LESSEE) 5. The full names and full addresses of all persons, if any, who hold title with the undersigned as joint tenants or as tenants in common are: NAMES ADDRESSES 6. The full names and full addresses of the predecessors in interest of the undersigned, if the property was transferred subsequent to the commencement of the work or improvements herein referred to: NAMES ADDRESSES 7. A work of improvement on the property hereinafter described was completed on October 22. 2009 . The work done was: Roadway improvements which included dedicated tum lanes right turn lane into Citrus College sidewalk widening traffic signal modification storm drain improvements. utility relocations, and concrete improvements 8. The name of the contractor, if any, for such work of improvement was Martinez Concrete Inc. June 01 2009 (IF NO CONTRACTOR FOR WORK OF IMPROVEMENT AS A WHOLE, INSERT NONE) (DATE OF CONTRACT) 9. The property on which said work of improvement was completed is in the City of Azusa, County of Los Angeles, and State of CA; and is described as follows: Foothill Boulevard Boardwalk Proiect No. 66109B 10. The street address of said property is Foothill Boulevard and Citrus Avenue in the City of Azusa. CA Dated: Joseph R. Rocha. Mayor (SIGNATURE OF OWNER OR CORPORATE OFFICER OF OWNER NAMED IN PARAGRAPH 2 OR HIS AGENT) VERIFICATION I, the undersigned, say: I am the person who signed the foregoing notice. I have read said notice of completion and know its contents, and the facts stated therein are true of my own knowledge. I declare under penalty of perjury that the foregoing is true and correct. Executed at Azusa, California, this day of November 2009. (SIGNATURE) CONSENT CALENDAR TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL FROM: TITO HAES, PUBLIC WORKS DIRECTOWASSISTANT CITY MANAGER J VIA: F.M. DELACH, CITY MANAGER 6 DATE: NOVEMBER 2, 2009 SUBJECT: AWARD OF CONTRACT — MULTIPLE ROOF REPLACEMENTS, RESTORATIONS AND REPAIRS RECOMMENDATION It is recommended that the City Council award a contract to Midwest Roofing Company of Gardena, California in the amount of $105,448.00 for the following three (3) Capital Improvement Projects: City Hall Roof Replacement, Library Roof Restoration and Police Station Roof Rehabilitation. BACKGROUND On July 201", 2009 the City Council authorized staff to solicit bids for the following Capital Improvement Projects: City Hall Roof Replacement (CIP# I1010A) - The existing roof leaks in multiple locations throughout the City Manager's area. This flat roof section does not have proper drainage. As a result the roof will pond up to 4" of water during a storm. This ponding, accompanied with the deterioration of the roof, may lead to a collapse of the roof if unaddressed. The roof section has a number of blisters throughout as water and moisture have found their way into the membrane of the roofing system. The proposed work consists of a full tear off of the existing flat roof and replacement with a cool roofing system that will extend its life approximately 15-20 years. Library Roof Restoration (CIP# 51110A) - Areas throughout the roof are showing signs of aging, cracking and overall failure. Roof projection and drain areas are open, exposed, and there are openings and splits throughout the field of the roof on each section. Over 10 years ago, the roof was repaired with a temporary system that had a 2 -year lifespan. The roof will be restored with a temporary cool roofing system that will extend its life approximately 5-7 years. A permanent fix of the roof would cost approximately $200,000. Police Station Roof Rehabilitation (CIP# 31010A) — The roof is 12 years old and in fair condition. However, perimeter and platform areas are showing signs of granule displacement and cracking. A number of repairs have been performed throughout the roof section as a result of leaks and roof failures. This project will patch and repair the roof deficiencies and extend the roof life for approximately 15 years. In order to save money through economies of scale, bidders were requested to provide a master bid for all three (3) projects. The following bids were received: 1. Midwest Roofing & Solar (Gardena) $ 105,448 2. Best Contracting Services (Gardena) $ 113,357 3. AAA Roofing (Riverside) $ 119,659 4. Stone Roofing Company (Azusa) $ 145,350 5. J Cab & Sons Roofing (Commerce) $ 146,105 6. Huffman Roofing Company (Riverside) $ 149,405 7. Long Beach Roofing (Long Beach) $ 167,735 8. RGSLA, Inc. (Whittier) $ 207,362 FISCAL IMPACT A total of $95,000 was budgeted from the Public Works Endowment Fund for CIP #s 11010A, 51110A and 31010A. Because the City proposes to use cool roof applications, an energy efficient product, for the City Hall and Library roof projects, the Light and Water Department will provide two (2) $10,000 grants. Including these grants, the total amount available for the multiple roofing projects is $115,000. Although the contract will be in the amount of $105,448, the purchase order will be in the amount of $115,000 reflecting a 9% contingency for unforeseen change orders and will be paid out of Public Works Endowment Funds 49-80-000-000-7125 ($75,000), 49-80-000-110-7125 ($20,000) and Public Benefits Fund 24-40-739-082-6625 ($20,000). TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL FROM: MARCENE HAMILTON, CITY TREASURER�- DATE: NOVEMBER 2, 2009 SUBJECT: CITY TREASURER'S STATEMENT OF CASH AND INVESTMENT BALANCES FOR THE MONTH OF SEPTEMBER 2009 RECOMMENDATION: It is recommended that the Council Members receive, review, and file the City Treasurer's Report for the City of Azusa for the month of September 2009. BACKGROUND: Transmitted herewith is the City Treasurer's Statement of Cash Balances for the City of Azusa for the month of September 2009. City investments are made in accordance with the City's Investment Policy adopted and approved with Resolution No. 05 - C 16 dated, October 5, 2009 and Government Code Section 53600 et seq. FISCAL IMPACT: The balances of cash, investments, and projected revenues for the next six months are expected to be sufficient to meet cash disbursement requirements of the City for at least the next six months. The change in total cash in bank and investments from August 31, 2009 to September 30, 2009 is a net decrease of $2,828,828.06. CITY OF AZUSA TREASURER'S REPORT Treasury Checking Accounts and Certificates of Deposit September 30, 2009 Held in Wells Fargo Bank Prepared by: Marcene Hamilton, Treasurer Interest Face Maturity or Account Number Balance Amount Date Coupon Descrition p or CUSIP or Rate Market Value Checking Accounts General Checking Account XXX-XXX1244 1,271,269.00 1.231% Overland Sweep Account DDA XXX-XXX1244 389,446.71 Worker's Compensation Checking XXXX-XX0318 0.00 Flexible Reimbursement XXXX-XX5036 21,276.13 Payroll Checking (ZBA account) XXXX-XX1393 0.00 Police Petty Cash Fund XXX-XXX0334 189.12 Section 108 0.970% Choice IV -Public Fund Account XXX-XXX2239 30.844.39 200,000 11/14/06 3.060% FHLB 3.060 11/14/06 (Matured) 3133X6PD2 0.00 ISO Collateral Account Every 30 300,000 Days 0.050% Certificate of Deposit XXX-XXX1658 313,952.07 1,975,001 04/07/07 3.748% Certificate of Deposit XXX-XXX2840 2,329,691.82 Covington Endowment Money Market Mutal Funds WFB XXXX7554 17,683.07 100,000 06/29/09 4.200% Certificate of Deposit - 25467JG21 WFB 25467JG21 100.000.00 TOTALS 4,474,352.31 CITY OF AZUSA TREASURER'S REPORT TREASURY INVESTMENTS Prepared by: Marcene Hamilton, Treasurer September 30, 2009 Broker Face Amount Description Coupon (tate Maturity Date Acct/Cusip No. Settlement Dace Principal* Market Market Price Monthly) Market Value** City of Azusa Investments - AAA Rated Federal Agency Bonds Gilford Sec 2,000,000.00 FHLB 4.200 12/15/09 4.200% 12/15/09 3133X9N48 12/15/04 2,000,000.00 100.813000 2,016,260.00 Wachovia Sec 1,000,000.00 FFCB 3.950 07/15/11 3.950% 07/15/11 31331Y3E8 07/15/08 1,000,000.00 101.031000 1,010,310.00 Gilford Sec 2,000,000.00 FHLB 3.875 11/10/11 3.875% 11/10/11 31331GEGO 11/10/08 2,000,000.00 100.313000 2,006,260.00 Wachovia Sec 2,000,000.00 FHLB 3.12511/17/11 3.125% 11/17/11 3133XSM70 11/17/08 2,000,000.00 102.469000 2,049,380.00 Wachovia Sec 2,000,000.00 FFCB 3.375 11/18/11 3.375% 11/18/11 31331GEW5 11/18/08 2,000,000.00 100.344000 2,006,880.00 Wachovia Sec 2,000,000.00 FFCB 2.250 02/17/12 2.250% 02/17/12 31331GND7 03/16/09 1,999,000.00 101.625000 2,032,500.00 Gilford Sec 2,000,000.00 FHLB 2.550 02/24/12 2.550% 02/24/12 3133XT2P0 02/24/09 2,000,000.00 100.750000 2,015,000.00 Wacbovia Sec 1,000,000.00 FHLB 2.250 04/13/12 2.250% 04/13/12 3133XTAW6 03/16/09 999,500.00 102.188000 1,021,880.00 Wachovia Sec 4,000,000.00 FHLB 3.450 5/14/12 3.450% 05/14/12 3133X TD4 05/14/08 4,000,000.00 101.688000 4,067,520.00 Higgins Capital 2,000,000.00 FHLMC 2.500 04/08/13 2.500% 04/08/13 3128X8TZ5 04/08/09 2,000,000.00 100.737000 2,014,740.00 Gilford Sec 2,000,000.00 FFCB 2.500 5/20/13 2.500% 05/20/13 31331GVS5 05/20/09 1,998,500.00 100.344000 2,006,880.00 Wachovia Sec 2,000,000.00 FNMA 2.000 Step Up 4.000 2.000% 06/10/14 3136FHXH3 06/10/09 2,000,000.00 100.125000 2,002,500.00 Gilford Sec 2,000,000.00 FFCB 3.750 06/17/14 3.750% 06/17/14 31331GYT0 06/18/09 2,000,000.00 101.594000 2,031,880.00 Higgins Capital 2,000,000.00 FFCB 3.680 08/18/14 3.680% 08/18/14 31331GJ59 08/18/09 2,000,000.00 101.563000 2,031,260.00 TOTALS 28,000,000.00 27,997,000.00 28,313,250.00 WFB - CITY I THIRD PARTY CUSTODIAL TRUST ACCT 0.130% N/A N/A N/A 3,522,201.39 100.000000 3,522,201.39 Light & Water Fund Investments - AAA Rated Federal Agency Bonds Higgins 1,215,000.00 FHLB 2.100 09/06/11 2.100% 09/06/11 3133XTA97 03/06/09 1,215,000.00 102.281000 1,242,714.15 Higgins 2,000,000.00 FNMA 2.250 02/24/12 2.250% 02/24/12 3136FHCFO 02/27/09 2,000,000.00 101.563000 2,031,260.00 Wachovia 3,000,000.00 FHLB 4.15001/29/13 4.150% 01/29/13 3133XNZC6 01/29/08 3,000,000.00 101.250000 3,037,500.00 Higgins Capital 3,000,000.00 FFCB 3.680 08/18/14 3.680% 08/18/14 31331GJ59 08/18/09 3,000,000.00 101.563000 3,046,890.00 TOTALS 9,215,000.00 9,215,000.00 9,358,364.15 WFB - L&W THIRD PARTY CUSTODIAL TRUST ACCT 0.130% N/A N/A N/A 0.00 100.000000 0.00 LAIF - CITY LOCAL AGENCY INVESTMENT FUND 0.750% N/A N/A N/A 11,833,199.00 100.000000 11,833,199.00 TOTAL INVESTMENTS IN FEDERAL AGENCIES, WFB INSTITUTIONAL TRUSTS, and LAIF 52,567,400.39 53,027,014.54 INTEREST RECEIVED FROM INVESTMENTS FISCAL YEAR-TO-DATE (From July 1, 2009) 382,406.25 `The 'Principal' column reflects the balance on the last day of the month or the "historical cost" spent to purchase a security. ""The "Market Value" is the current price at which a security can be traded or sold. Treasurer Report September 2009 Times Roman.ads 10/17/2009 6:08 PM CITY OF AZUSA TREASURER'S REPORT INVESTMENT INTEREST EARNINGS Prepared by: Marcene Hamilton, Treasurer Thru September 30, 2009 Face Amount Net Amount Coupon Rate Maturity Date AccUCusip No. Payment Schedule Scheduled 2008/2009 Interest Earnings Scheduled Semi -Annual Payment Amount Interest Received Fiscal Year to Date` City of Azusa Investments - AAA Rated Federal Agency Bonds 2,000,000 2,000,000.00 4.300% MATURED 3133XCDQ3 7/14 & 1/14 43,000 43,000 43,000.00 2,000,000 2,000,000.00 2.375% CALLED 3133XSRF7 7/9 & 1/9 23,750 23,750 24,541.67 2,000,000 2,000,000.00 2.550% CALLED 31331GSD2 10/8 & 4/9 14,733 14,733 14,733.33 2,000,000 2,000,000.00 2.350% CALLED 3133XSXQ6 8/6 & 2/6 47,000 23,500 23,500.00 2,000,000 2,000,000.00 2.875% CALLED 31331GUE7 11/6 & 5/6 57.500 28,750 22,201.39 2,000,000 2,000,000.00 4.200% 12/15/09 3133X9N48 12/15 & 6/15 84,000 42,000 1,000,000 1,000,000.00 3.950% 07/15/11 31331Y3E8 7/15 & 1/15 39,500 19,750 19,750.00 2,000,000 2,000,000.00 3.875% 11/10/11 31331GEGO 11/10 & 5/10 77,500 38,750 2,000,000 2,000,000.00 3.125% 11/17/11 3133XSM70 11/17 & 5/17 62,500 31,250 2,000,000 2,000,000.00 3.375% 11/18/11 31331GEW5 11/18 & 5/18 67,500 33,750 2,000,000 2,000,000.00 2.550% 02/24/12 3133XT2P0 8/24 & 2/24 51,000 25,500 25,500.00 1,000,000 999,500.00 2.250% 04/13/12 3133XTAW6 9/16 & 3/16 22,500 11,250 4,000,000 4,000,000.00 3.450% 05/14/12 3133XQTD4 11/14 & 5/14 138,000 69,000 2,000,000 1,999,000.00 2.250% 12/17/12 31331GND7 8/16&3/16 45,000 22,500 22,500.00 2,000,000 2,000,000.00 2.500% 04/08/13 3128X8TZ5 10/8 & 4/8 50,000 25,000 2,000,000 2,000,000.00 2.500% 05/20/13 31331GVS5 11/20 & 5/20 1 50,000 1 25,000 2,000,000 2,000,000.00 2.000% 06/10/14 3136FHXH3 12/10 & 6/10 40,000 20,000 2,000,000 2,000,000.00 3.750% 06/17/14 31331GYTO 12/17 & 6/17 75,000 37,500 2,000,000 2,000,000.00 3.680% 08/18/14 31331GJ59 2/18 & 8/18 36,800 36,800 28,000,000 ACTIVE INVESTMENTS 1,025,283 571,783 195,726.39 CITY - Wells Fargo Bank Institutional Third Party Custodial Money Market Account - Liquid Asset 3,522,201.39 1 0.130% n/a I N/A Monthly I Per Balance and Rate 1,235.41 Light & Water Fund Investments - AAA Rated Federal Agency Bonds 3,000,000.00 1 3,000,000.00 1 2.350% CALLED 3133XSXQ6 8/6 & 2/6 70,500.00 35,250.00 35,250.00 1,215,000.00 1,215,000.00 2.100% 09/06/11 3133XTA97 9/6 & 3/6 25,515.00 12,757.50 12,757.50 2,000,000.00 2,000,000.00 2.250% 02/24/12 3136FHCFO 8/24 & 2/24 45,000.00 22,500.00 22,500.00 3,000,000.00 3,000,000.00 4.150% 01/29/13 3133XNZC6 7/29 & 1/29 124,500.00 62,250.00 62,250.00 3,000,000.00 3,000,000.00 3.680% 08/18/14 31331 GJ59 2/18 & 8/18 55,200.00 55.200.00 9,215,000.00 ACTIVE INVESTMENTS 320,715.00 187,957.50 132,757.50 Light & Water Stablization - Wells Fargo Bank Institutional Third Party Custodial Money Market Account - Liquid Asset 0.00 0.130% 1 N/A N/A Monthly Per Balance and Rate 152.5 CITY - Local Agency Investment Fund - Liquid Asset 11,833,199.00 1 0.750% N/A N/A Quarterly Per Balance and Rate 52,534.4 * Fiscal Year: July 1 -June 30 TOTAL INTEREST EARNED YTD 382,406.25 CITY OF AZUSA TREASURER'S REPORT Quarterly Comparison Summary Prepared by: Marcene Hamilton, Treasurer September 30, 2009 Account Quarterly Balances Description June 30, 2009 September 30, 2009 December 30, 2009 March 30, 2010 WFB-Checking and $859,143.48 $1,682,180.96 Sweep Accounts WFB - Section 108 Choice IV $30,820.24 $30,791.64 Public Fund Account WFB - Certificate of Deposit - ISO $2,643,604.65 $2,643,643.89 Collateral Account WFB - Certificate of Deposit - Covington $117,672.10 $117,683.07 Trust Account Local Agency Investment Fund $17,830,664.55 $11,833,199.00 (LAIF) WFB - 3rd Party Custodial Trust $1,500,083.26 $3,522,201.39 Investment Account City of Azusa - Agency Securities $36,293,180.00 $28,313,250.00 Investments Light & Water Rate Stabilization - 9,316,541.70 $9,358,364.15 Agency Securities Investments Total Cash in Bank and Investments $68,691,709.98 $57,501,314.10 $0.00 $0.00 Quarterly Interest Earned $542,939.32 $382,406.25 CITY OF AZUSA MINUTES OF THE REDEVELOPMENT AGENCY REGULAR MEETING MONDAY, OCTOBER 19, 2009 — 8:41 P.M. The Board of Directors of the Redevelopment Agency of the City of Azusa met in regular session at the above date and time in the Azusa Auditorium, 213 E. Foothill Blvd., Azusa CA. Chairman Rocha called the meeting to order. Call to Order ROLL CALL Roll Call PRESENT: DIRECTORS: GONZALES, CARRILLO, MACIAS, HANKS, ROCHA ABSENT: DIRECTORS: NONE ALSO PRESENT: Also Present General Counsel Carvalho, Executive Director Delach, Assistant Executive Director Makshanoff, Department Heads, Deputy Secretary Toscano. The CONSENT CALENDAR consisting of items F-1 and F-2, was approved by motion of Consent Cal. Director Carrillo, seconded by Director Hanks and unanimously carried. Approved 1. Minutes of the regular meeting of October 5, 2009, were approved as written. Min appvd 2. Resolution authorizing payment of warrants by the Agency was adopted and entitled: A RESOLUTION OF THE REDEVELOPMENT AGENCY OF THE CITY OF AZUSA Res. No. 09-R55 ALLOWING CERTAIN CLAIMS AND DEMANDS TO BE PAID OUT OF REDEVELOPMENT Warrants AGENCY FUNDS. Spec Call Items SPECIAL CALL ITEMS None None. It was consensus of the Redevelopment Agency Board Members to adjourn. Adjourn TIME OF ADJOURNMENT: 8:42 P.M. SECRETARY NEXT RESOLUTION NO. 09-R56. CITY OF AZUSA MINUTES OF THE CITY COUNCIL/REDEVELOPMENT AGENCY SPECIAL MEETING MONDAY, SEPTEMBER 28, 2009 — 8:10 P.M. The City Council/Board of Directors of the City/Redevelopment Agency of Azusa met in special session at the above date and time at the Azusa Light and Water Conference Room, located at 729 N. Azusa Avenue, Azusa, California. Mayor/Chairman Rocha called the meeting to order. ROLL CALL PRESENT: COUNCILMEMBERS/DIRECTORS: GONZALES, CARRILLO, HANKS, MACIAS, ROCHA ABSENT: COUNCILMEMBERS/DIRECTORS: NONE ALSO PRESENT: City Attorney/General Counsel Ferre, City Manager/Executive Director Delach, Assistant City Manager/Assistant Executive Director Makshanofl; Director of Public Works/Assistant City Manager Haes, Director of Utilities Morrow, Economic Development Director Christianson, City Clerk Mendoza/Secretary, Deputy Secretary/Deputy City Clerk Toscano. PUBLIC PARTICIPATION None. AGENCY AGENDA ITEM Call to Order Roll Call Also Present Pub Part None Agenda Item AUTHORIZATION TO AWARD THE ABATEMENT/REMOVAL OF ASBESTOS AND Abate/Remove DEMOLITION CONTRACT OF TWELVE -FIFTEEN, 4 -UNIT (QUADRUPLEXES) MULTIFAMILY Asbestos & demo PROPERTIES/STRUCTURES AND OTHER SUBSURFACE PARKING AREAS LOCATED AT THE Quadruplexes ATLANTIS GARDENS PROJECT SITE. Atlantis Gardens Executive Director Delach addressed the item stating that there will be maximum security for the project Delach and it will be well light, in response to Chairman Rocha's concern. Comments Economic Development Director Christiansen addressed the issue stating that the city currently owns 15 Christiansen units in the area which have been vandalized, staff intends to demolish the units in the area and has Comments solicited and received bids of which the three low bidders are listed in the staff report. He talked about the background check, and the low bid came in at $286,340, but there was a sub item for the on-site crushing of the asphalt and cement which were not taken into consideration. Prime Demolition, the low bidder has added $17,000 for the crushing which brings the bid to $303,340. He described the project and responded to questions from the CouncilmembersBoard Members. Moved by CouncilmemberBoard Member Hanks, seconded by CouncilmemberBoard Member Carrillo Contract awarded and unanimously carried to award the contract for the abatement/removal of asbestos and demolition to To Prime Prime Demolition Inc. in the amount of $303,340.00 and the Executive Director was authorized to execute Demolition, Inc. the requisite contracts and agreements for the removal of twelve -fifteen, 4 -Unit (Quadruplexes) multifamily properties, structures and other subsurface parking areas located at the Atlantis Garden project site. It was consensus to recess to Closed Session at 8:18 p.m. to discuss the following: Recess CLOSED SESSION Closed Sess REAL PROPERTY NEGOTIATIONS (Gov. Code Sec 54956.8) Agency Negotiators: City Manager Delach and Assistant City Manager Makshanoff Under Negotiation: Price and Terms of Payment DOWNTOWN NORTH A-2 & A-3 PROJECT Address: 858 N. Azusa Avenue, Azusa, CA 91702 Negotiating Parties: Lewis Retail Centers Address: 832 N. Azusa Avenue, Azusa, CA 91702 Negotiating Parties: Lewis Retail Centers Address: 826 N. Azusa Avenue, Azusa, CA 91702 Negotiating Parties: Lewis Retail Centers Address: 830 N. Azusa Avenue, Azusa, CA 91702 Negotiating Parties: Lewis Retail Centers Address: 812 N. Azusa Avenue, Azusa, CA 91702 Negotiating Parties: Lewis Retail Centers Address: 801 N. Alameda Avenue, Azusa, CA 91702 Negotiating Parties: Lewis Retail Centers Address: 810 N. Alameda Avenue, Azusa, CA 91702 Negotiating Parties: Lewis Retail Centers Address: 803 N. Dalton Avenue, Azusa, CA 91702 Negotiating Parties: Lewis Retail Centers Address: 805 N. Dalton Avenue, Azusa, CA 91702 Negotiating Parties: Lewis Retail Centers The City Council and the Redevelopment Agency reconvened at 9:14 p.m., there was no reportable action. Reconvened No Reports It was consensus of the City Council and Redevelopment Agency to adjourn. TIME ADJOURNMENT: 9:15 P.M. CITY CLERK/SECRETARY NEXT CITY RESOLUTION NO. 09-C79 NEXT CRA RESOLUTION NO. 09-1153 09/28/09 PAGE TWO Adjourn CITY OF AZUSA MINUTES OF THE CITY COUNCIL/REDEVELOPMENT AGENCY SPECIAL MEETING MONDAY, OCTOBER 26, 2009 — 8:08 P.M. The City Council/Board of Directors of the City/Redevelopment Agency of Azusa met in special session at the above date and time at the Azusa Light and Water Conference Room, located at 729 N. Azusa Avenue, Azusa, California. Mayor/Chairman Rocha called the meeting to order. Call to Order ROLL CALL Roll Call PRESENT: COUNCILMEMBERS/DIRECTORS: GONZALES, CARRILLO, HANKS, MACIAS, ROCHA ABSENT: COUNCILMEMBERS/DIRECTORS: NONE ALSO PRESENT: Also Present City Attorney/General Counsel Ferre, City Manager/Executive Director Delach, Assistant City Manager/Assistant Executive Director Makshanoff, Director of Public Works/Assistant City Manager Haes, Director of Utilities Morrow, Economic Development Director Christianson, City Clerk Mendoza/Secretary, Deputy Secretary/Deputy City Clerk Toscano. PUBLIC PARTICIPATION Pub Part None. None It was consensus of the Council/Board Members to recess to Closed Session at 8:09 p.m. to discuss the Recess following: CLOSED SESSION PUBLIC EMPLOYMENT (Gov. Code Sec. 54957) Title: Library Director Closed Sess Pub Emp CONFERENCE WITH LEGAL COUNSEL — ANTICIPATED LITIGATION (Gov. Code Sec Conf w/legal 54956.9 (b). One Case, Cnsl The City Council and the Redevelopment Agency reconvened at 8:49 p.m., there was no reportable action. Reconvened No Reports It was consensus of the City Council and Redevelopment Agency to adjourn. Adjourn TIME ADJOURNMENT: 8:50 P.M. CITY CLERK/SECRETARY NEXT CITY RESOLUTION NO. 09-C96 NEXT CRA RESOLUTION NO. 09-R56 twill:=4 F AGENCY INFORMATION ITEM TO: THE HONORABLE CHAI)t&ERSON AND AGENCY MEMBERS FROM: KURT CHRISTIANSEN, ECONOMIC AND COMMUNITY DEVELOPMENT DIRECTOR VIA: F.M. DELACH, EXECUTIVE DIRECTOR)i� DATE: NOVEMBER 2, 2009 GGII SUBJECT: PROFESSIONAL SERVICE CONTRACTS REPORT THROUGH SEPTEMBER 2009 RECOMMENDATION Review and file the report. Mly-11111W610,12FIC On June 7, 2004, the Agency Board approved redevelopment signatory authority for professional service contracts up to $49,999.99. As a condition of that approval, staff is required to prepare a quarterly informational item for the Agency Board for those purchases $15,000 and over, which will include vendor, amount of purchase, and item or service purchased. For this period, the following purchase orders were initiated: Vendor Name Amount Services Provided HdL Coren & Cone $21,000.00 FY 08/09 Property and Sales Tax Audit Services Lance Soll & Lunghard $16,000.00 FY 08/09 Independent Audit Services Barr & Clark Environmental $43,000.00 Asbestos and Lead Inspection Services FISCAL IMPACT Funds were budgeted in the applicable FY 2009/10 budget. KC:RJJ/cs U: \ WPROC\CORRESPO\AGENDA\ V endorListQtrlyReport09_09.doc AGENCY CONSENT ITEM TO: HONORABLE CHAIRPERSON AND AGENCY MEMBERS FROM: MARCENE HAMILTON, REDEVELOPMENT AGENCY TREASUREW - DATE: NOVEMBER 2, 2009 SUBJECT: REDEVELOPMENT AGENCY OF THE CITY OF AZUSA TREASURER'S STATEMENT OF CASH BALANCES FOR THE MONTH OF SEPTEMBER 2009 RECOMMENDATION It is recommended that the Agency Members receive and file the Agency Treasurer's Statement of Cash Balances for the Redevelopment Agency of the City of Azusa for the month of September 2009. BACKGROUND Transmitted herewith is the Agency Treasurer's Statement of Cash Balances for the Redevelopment Agency of the City of Azusa ("Agency") for the month of September 2009. Agency investments are made in accordance with the Redevelopment Agency Investment Policy approved and adopted with Resolution No. 08-R41 dated October 6, 2008, and Government Code Section 53601. Investment activity is summarized in the "Treasury Book Balances -Cash and Investments" schedule, attached herewith and an integral part of this report. Agency cash and investment balances increased by $116,779.33. Cash received totaled $135,081.60, and disbursements of $18,302.27 were made. The Agency is the issuer of several Merged Project Tax Allocation Bonds. Of the total cash and investments of $15,492,965.05, Wells Fargo Bank, the fiscal agent, held $10,429,850.88 on behalf of the Agency. These funds are restricted for payment of debt service on the bonds and special bond - funded projects. The remaining $5,063,114.17 was available for Agency operating, debt service, restricted expenses, and outstanding liabilities. FISCAL IMPACT The balance of cash and investments and projected revenues for the next six months is expected to be sufficient to meet cash disbursement requirements for at least the next six months. Prepared by: Roseanna J. Jara, Sr. Acct. -Redevelopment MH:RI)/cs CITY OF AZUSA REDEVELOPMENT AGENCY AGENCY TREASURER'S STATEMENT OF CASH AND INVESTMENT COST BALANCES SEPTEMBER 2009 Beginning Cash Balance $15,376,185.72 (All Restricted and Unrestricted Accounts & Investments) Receipts (All Sources) Disbursements 135,081.60 (18,302.27) Ending Cash Balance $15,492,965.05 (All Restricted and Unrestricted Accounts & Investments) Marcene Hamilton, Agency Treasurer asurer CITY OF AZUSA REDEVELOPMENT AGENCY TREASURY BOOK BALANCES - CASH AND INVESTMENTS SEPTEMBER 2009 Maximum Deposits Cost Interest Mkt Bank Accounts Allowed Amount Pledged Securities Maturity Rate Value* CASH AND INVESTMENTS HELD BY AGENCY TREASURER Wells Fargo Bank Government Checking No limit $299,050.72 FDIC up to $100,000.00 >$100,000 collaterized by 110% in govn't securities Local Agency Investment Fund (LAIF) $20,000,000.00 4,764,063.45 Backed by faith & credit of the State of California SUBTOTAL CASH AND INVESTMENTS HELD BY AGENCY TREASURER: $5,063,114.17 Interest Collections: $0.00 CASH AND INVESTMENTS HELD BY FISCAL AGENT 2003 Merged Proiect Tax Allocation Bonds 2003A Special Fund AIM Gov't Portfolio No limit 2003A Interest Account AIM Gov't Portfolio 2003A Principal Account AIM Gov't Portfolio 2003A Reserve Account AIM Gov't Portfolio 2003 Merged Project Tax Allocation Bonds Subtotal: Interest Collections: 2005 Merged Proiect Tax Allocation Bonds 2005 Special Fund Wells Fargo Advantage Gov't Mmkt 2005 Interest Account Wells Fargo Advantage Gov't Mmkt 2005 Redevelopment Fund AIM Institutional Prime -Cash Mgmt/MMk 2005 Reserve Account Wells Fargo Advantage Gov't Mmkt 2005 Merged Project Tax Allocation Bonds Subtotal: Interest Collections: 2007A Merged Protect Tax Allocation Bonds 2007A Bond Fund Wells Fargo Advantage 100% Treasury Mmkt 2007A Interest Account Wells Fargo Advantage 100% Treasury Mmkt 2007A Principal Account Wells Fargo Advantage 100% Treasury Mmkt 2007A Merged Project Tax Allocation Bonds Subtotal: No limit No limit 0.00 Investments in direct obligations of the U.S. Treasury 0.81 Investments in direct obligations of the U.S. Treasury 1.97 Investments in direct obligations of the U.S. Treasury No limit 1,086,200.88 Investments in direct obligations of the U.S. Treasury $1,086,203.66 $48.37 Ongoing 0.000% $299,050.72 Ongoing 0.750% 4,771,498.30 $5,070,549.02 Ongoing 0.000% 0.00 Ongoing 0.000% 0.81 Ongoing 0.000% 1.97 Ongoing 0.050% 1,086,200.88 $1,086,203.66 No limit $14.76 N/A Ongoing 0.000% $14.76 No limit 0.20 N/A Ongoing 0.000% 0.20 No limit 50,363.62 N/A Ongoing 0.080% 50,363.62 No limit 869,259.17 N/A Ongoing 0.010% 869,259.17 $919,637.75 $919,637.75 $9.38 No limit $1.58 N/A Ongoing 0.000% $1.58 No limit $0.00 N/A Ongoing 0.000% $0.00 No limit $0.00 N/A Ongoing 0.000% $0.00 $1.58 $1.58 Interest Collections: $0.45 2007B Merged Proiect Tax Allocation Refunding Bonds 20078 Bond Fund Wells Fargo Advantage 100% Treasury Mmkt No limit 20078 Interest Account Wells Fargo Advantage 100% Treasury Mmkt No limit $5.91 N/A Ongoing 0.000% $5.91 $0.00 N/A Ongoing 0.000% $0.00 CITY OF AZUSA REDEVELOPMENT AGENCY TREASURY BOOK BALANCES - CASH AND INVESTMENTS SEPTEMBER 2009 Maximum Deposits Cost Interest Mkt Bank Accounts Allowed Amount Pledged Securities Maturity Rate Value* 2007B Principal Account Wells Fargo Advantage 1 00 % Treasury Mmkt No limit $C.00 N/A Ongoing 0.000% $0.00 20078 Reserve Fund Wells Fargo Advantage 100% Treasury Mmkt No limit 325,042.50 N/A Ongoing 0.010% 325,042.50 2007B Merged Project Tax Allocation Bonds Subtotal: $325,048.41 $325,048.41 Interest Collections: $2.87 2008A Merced Protect Tax Allocation Bonds 2000A Bond Fund Wells Fargo Advantage 100% Treasury Mmkt No limit $0.62 N/A Ongoing 0.000% $0.62 2008A Interest Account Wells Fargo Advantage 100% Treasury Mmkt No limit $0.00 N/A Ongoing 0.000% $0.00 2008A Reserve Fund Reliance Trust Co. Savings and Cert. of Deposit No limit $655,240.76 >$100,000 collaterized by 110% in govn't securities 12/19/13 2.650% 655,240.76 Reliance Trust Co. Cash Equivalent Mmkt No limit $6,967.23 >$100,000 collaterized by 110% in govn't securities Ongoing 0.000% 6,967.23 2008A Redevelopment Fund Wells Fargo Advantage 100% Treasury Mmkt No limit $3,670,170.96 N/A Ongoing 0.010% $3,670,170.96 2008A Merged Project Tax Allocation Bonds Subtotal: $4,334,379.57 $4,334,379.57 Interest Collections: $31.35 2008B Merced Protect Tax Allocation Housing Bonds 20088 Bond Fund Wells Fargo Advantage Government Mmkt No limit $1.43 N/A Ongoing 0.000% $1.43 2008B Interest Account Wells Fargo Advantage Government Mmkt No limit $0.00 N/A Ongoing 0.000% $0.00 20088 Reserve Fund Reliance Trust Co. Savings and Cert. of Deposit No limit $1,123,482.50 >$100,000 collaterized by 110% in govn't securities 11/21/13 4.000% 1,123,482.50 Reliance Trust Co. Cash Equivalent Mmkt No limit $23,863.84 >$100,000 collaterized by 110% in govn't securities Ongoing 0.000% 23,863.84 2008B Low & Moderate Income Housing Fund Reliance Trust Co. Cash Equivalent Mmkt No limit 0.02 >$100,000 collaterized by 110% in govn't securities Ongoing 0.000% 0.02 Wells Fargo Advantage Government Mmkt No limit $2,617,232.12 N/A Ongoing 0.010% 2,617,232.12 20088 Merged Project Tax Allocation Bonds Subtotal: $3,764,579.91 $3,764,579.91 Interest Collections: $22.64 SUBTOTAL CASH AND INVESTMENTS HELD BY FISCAL AGENT: $10.429.850.88 $10.429.850.88 Total - Azusa Redevelopment Agency Cash and Investments: S15,49z965.05 $15,500,399.90 Total Interest Collections: $115.06 Source of Market Value Information: Wells Fargo Corporate Trust, Trustee Local Agency Investment Fund (LAIF) Wells Fargo institutional Securities Tax Allocation Bond Data is based on Trustee -generated Statements; bond funds listed herein are restricted for payment of debt service and eligible projects and governed by strict regulations described in the Trust Indentures. *Market Value is the current price at which a security can be traded or sold. WARRANT REGISTER NO. 07 ' FISCAL YEAR 2009-10 WARRANTS DATED 10/01/09 THROUGH 10/15/09 S FOR REDEVELOPMENT AGENCY MEETING OF 11-02-09 RESOLUTION NO. A RESOLUTION OF THE REDEVELOPMENT AGENCY OF THE CITY OF AZUSA ALLOWING CERTAIN CLAIMS AND DEMANDS TO BE PAID OUT OF REDEVELOPMENT AGENCY FUNDS THE REDEVELOPMENT AGENCY OF THE CITY OF AZUSA DOES RESOLVE AS FOLLOWS: SECTION 1. That the following claims and demands have been audited as required by law and that the same are hereby allowed in the amounts and ordered paid out of the Redevelopment Agency Funds as hereinafter set forth: 80 -110 -REDEVELOPMENT ADMINISTRATION FUND 80 -125 -CBD CAPITAL PROJECTS FUND 80 -135 -WED CAPITAL PROJECTS FUND 80 -185 -RANCH CAPITAL PROJECTS FUND 81-165-626-2008B HSG TAX ALLOCATION BONDS 81 -155 -TAX INCREMENT SET-ASIDE FUND 82 -125 -CBD DEBT SERVICE FUND 82 -135 -WED DEBT SERVICE FUND 82 -185 -RANCH CENTER DEBT SERVICE FUND TOTAL ALL FUNDS: $ 8.097.45 130,203.22 1,770.00 7,239.04 66,851.77 52,545.62 $ 266,707.10 SECTION 2. That the Secretary shall certify to the adoption of this resolution and shall deliver a certified copy thereof to the Agency Treasurer and shall retain a certified copy thereof in his own records. ADOPTED AND APPROVED THIS DAY OF Chairman 2009. I HEREBY CERTIFY that the foregoing resolution was duly adopted by the Redevelopment Agency of the City of Azusa at a regular meeting thereof, held on the day of 2009. AYES: AGENCY MEMBERS: NOES: AGENCY MEMBERS: ABSTAIN: AGENCY MEMBERS: ABSENT: AGENCY MEMBERS: Secretary City of Azusa HP 9000 10/28/09 O P E N H 0 L D W®, OCT 28, 2009, 9:59 AM ---req: ROSE -------leg: GL JL --- loc: D B LISTING By PEntity Nacre Page 1 BI -TMH ---jab: 701398 W030 ---- pgn: CH400 <1.34> zpt id: OHFLIR02 SELF: T EUD Cbc3es : 80-82 ; Check Issue Dates: 100109-101509 FE ID PE Name ACC= NCNBER / JOB N Y2ER Invoice Nuriber Description St Disc. Ant. Dist. A -rt . V05613 A T & T 8010110000-6915 6263345464092409 626-3345464/0517 PD 0.00 7..43 PEID d: 0.00 Paid: 7.43 Tbtal: 7.43 V95767 V95767 V95767 ARBITRAM CJVMI 8010110000-6610 ARBITRAM CI MP 1 8010110000-6610 ARBITRAM CCMPLI 8010110000-6610 1000148 1000147 G1018 2007B TAB ARB RE PD 0.00 2003TAB ARB REB FD 0.00 2005M ARB REB PD 0.00 1,250.00 775.00 2,325.00 PEIDd: � 0.00d: 'Ibtal: 4,350.00 4,350.00 V00270 V00270 ATHRZ SERVICES AURE SERVICES 8010125000-6815/505800-6815 363326000831099 � SVC 5EN S PD 0.00 SVC/8858N A PD 0.00 166.14 548.12 PEID U-joa d: 0.00 Paid: 714.26 Total: 714.26 V01305 MUSA = FED C 8000000000-3035 2610/0901020 PY#20/09 PD 0.00 286.25 PEID ihp d: 0.00 Paid: Tbtal: 286.25 286.25 V10604 AZUSA MIDDLE MAN 8000000000-3020 2618/0901020 PY#20/09 PD 0.00 30.00 PEID Lid: 0.00 Paid: Total: 30.00 30.00 V00286 V00286 V00286 V00286 V00286 V00286 V00286 V00286 V00286 AaEA UNIFIED SC 8210135000-7040 AaM UNIFTID SC 8210125000-7040 AZLFA UNIFIED SC 8210125000-7040 AZUSA U4IFIED SC 8210125000-7040 AZUSA UNIFIED SC 8210125000-7040 AaM UnTI= SC 8210125000-7040 AaM UNIFIED SC 8210125000-7040 A= UI\TIFIM SC 8210135000-7040 AZJSA US]IFIFD SC 8210125000-7040 093009 093009 093009 093009 093009 093009 093009 093009 093009 FD818.07PIM 112 PD 0.00 FD818.54AUED 112 PD 0.00 FD818.07AUSD 112 PD 0.00 FD818.06ALEE) 112 PD 0.00 FD818.06AUSD 112 PD 0.00 FD818.06NM 112 PD 0.00 FD818.06ALM 112 PD 0.00 FD818.03ALED 112 PD 0.00 FD 818.03NM 112 PD 0.00 219.56 100.46 72.99 675.67 407.20 1.99 684.12 43,432.14 141442.70 City Of Aa za HP 9000 10/28/09 O P E N H O L D bM, OCT 28, 2009, 9:59 AM ---req: FOSE-------leg: D B LISTING / GL JL---10c: BI-TONT---jab: 701398 W030-= -pgm: CH400 <t1.344 rpt id: CHELTR02 SE= FUND Cbdes: 80-82 ; Check Issue Utes: 100109-101509 PE ID PE Nacre AST NuE2 / JOB Nu EER Invoice Nurber Description St Disc. Ant. Dist . Arrt . V00286 AZUSA U IFTM SC 8210125000-7040 093009 FD818.03ALED 112 PD 0.00 15,587.19 V00286 AZUSA LNIFIM SC 8210125000-7040 093009 FD818.03ALM 112 PD 0.00 9,393.58 V00286 AZUSA UNIFIM SC 8210125000-7040 093009 FD818.03AUSD 112 PD 0.00 45.80 V00286 AZUEA UNIFTM SC 8210125000-7040 093009 FD818.07AUSD 112 PD 0.00 78.81 V00286 AZUSA LNIFTID SC 8210125000-7040 093009 FD818.03AUSD 112 PD 0.00 15,781.59 V00286 AZLM LNIFIID SC 8210125000-7040 093009 FD818.07AUSD 112 PD 0.00 47.49 V00286 AZUSA UIgl= SC 8210125000-7040 093009 FD818.07AUED 112 PD 0.00 0.23 V00286 AZUSA UNIFIED SC 8210125000-7040 093009 FD818.07ALED 112 PD 0.00 79.78 V00286 AZUSA LNIFIM SC 8210135000-7040 093009 FD818.54AUSD 112 PD 0.00 408.54 V00286 AZUSA LNIFTED SC 8210125000-7040 093009 FD818.54ALED 112 PD 0.00 34.15 W0286 AZUSA UNIFIED SC 8210125000-7040 093009 FD818.54AUSD 112 PD 0.00 56.33 V00286 AZLFA UNIFIED SC 8210125000-7040 093009 FD818.54ALED 112 PD 0.00 24.17 V00286 AZUSA UNIFTM SC 8210125000-7040 093009 FD818.54AU5D 112 PD 0.00 0.05 V00286 AZUSA iNIFIM SC 8210135000-7040 093009 FD818.06ALM 112 PD 0.00 1,882.75 V00286 AZUEA LNIFTID SC 8210125000-7040 093009 Fi)818.06AUSD 112 PD 0.00 626.06 PEIDd: 0.00 d: 104,083.35 Total: 104,083.35 V05804 BEST BEST & ERIE 8010110000-6301 611945 8/09STAFF�C PD 0.00 1,090.72 V05804 QST BEST & =8010125000-6301/505800-6301 611945 8/09 LGL-S'IA��/C PD 0.00 5,628.00 V05804 EESr BEST & id2IE 8010125000-6301/505900-6301 611945 8/09 LGL-SMFF/C PD 0.00 294.00 V05804 BEST BEST & ERIE 8110155000-6301/505320-6301 611944 8/09 LGL-ATLANI PD 0.00 1,202.60 V05804 BEST BEST & ME 8010125000-6301/505825-6301 611946 8/09 LG-,-TAF= PD 0.00 120.31 V05804 BEST EESr & KRIS 8010125000-6301/505825-6301 611947 8/09 LGLrTWfET PD 0.00 1,607.71 V05804 BEST BEST & ERIE 8010125000-6301/505800-6301 611948 8/09 I-M-810ALAM PD 0.00 274.02 611949 ET PD 8O9 LMIBLL 0.003,413.15 985. V05804 BEST BEST & ERIE 8010125000-6301%505825-6301 611950 8%09 LGL-C3505800-6301 PD 0.00 V05804 BEST EEBr & KRIS 8010125000-6301/505900-6301 611951 8/09 LGL-FtUER PD 0.00 3,764.68 PEID d: 0.00 d: 18,380.73 Total: 18,380.73 V10762 BIAEE & ASSOC. 1 8110155000-6325505320-6325 1021V10762 6Ui� PD 0.00 1,500.00 BLAKE & ASSOC. I 8110155000-6325/505320-6325 10217041 APPPM-630E 6'Tf3/ PD 0.00 1,500.00 PEIDIV' : 0.00 Paid: 3,000.00 Tbtal: 3,000.00 City of Azusa HP 9000 10/28/09 O P E N H O L D WID, OCT 28, 2009,• 9:59 AM ROSE loc: D B LISTING By Entity Narre Page 3 ---req: -------leg: GL JL --- BI -=---job: 701398 W030 ---- pgm: CH400 <1.34> rpt id: CHFLIR02 SEDT' FU\JD Codes: 80-82 ; Check Issue Utes: 100109-101509 PE ID PE Narre ACC3= UNEER ER / JOB NCNE2 Invoice Number Descripticn St Disc. krt. Dist. Ant. V06783 CITTSIREET 8000000000-3010 - 2310/0901020PY#20/09 PD 0.00 561.83 V06783 CITISIREET 8000000000-3010 1310/0901020 PY# 20/09 PD 0.00 266.57 V06783 CTTISIRF�T 8000000000-3010 2315/0901020 PY.20/09 PD 0.00 124.71 PEIDt�a� d: 0.00 Paid: 953.11 Total: 953.11 V02687 CITRUS CITY 8210125000-7040 093009 FD791.04 CTIWS- PD 0.00 265.16 V02687 CITRDS 01441]ITY 8210125000-7040 093009 FD791.04 CT=- PD 0.00 1,979.88 V02687 CITRUS CCMvILTITY 8210125000-7040 093009 FD791.04 CTTRIJS- PD 0.00 1,193.17 V02687 CTMS C avM_ TY 8210125000-7040 093009 FD791.04 CITRUS- PD 0.00 5.82 V02687 CTMJS DIY 8210125000-7040 093009 FD791.04 CITRUS- PD 0.00 2,004.57 V02687 CTME O MM-NITY 8210125000-7040 093009 FD791.20 CITRIC- PD 0.00 47.82 V02687 CTIRU,S 0144= 8210135000-7040 093009 FD791.20 CITRUS- PD 0.00 143.91 V02687 CTIMS CSNNL= 8210125000-7040 093009 FD791.20 CTIMS- PD 0.00 52.28 V02687 CITRUS O3"1`4l= 8210125000-7040 093009 FD791.20 CITMS- PD 0.00 51.63 V02687 CTHM 01441 TIY 8210125000-7040 093009 FD791.20 CTIRB- PD 0.00 31.12 V02687 CTIMS C7J1`4= 8210125000-7040 093009 FD791.20 CITMS- PD 0.00 0.15 V02687 CITRJS OJVM1= 8210125000-7040 093009 FD791.20 CITMS- PD 0.00 6.92 W2687 CITRUS CJgAl Y 8210135000-7040 093009 FD791.04 CTIWS- PD 0.00 5,517.07 V02687 C MTS CSNN= 8210125000-7040 093009 FD791.04 CITRUS- FD 0.00 1,834.48 PEID ik�id: 0.00 PPaa. d: 13,133.98 Total: 13,133.98 V00348 CU\]S= HEALTH I 8000000000-3054 2435/0901020 PY#20/09 PD 0.00 20.21 PEIDM. d: 0.00 d: 20.21 Total: 20.21 V11396 DU= UNIFIED S 8210135000-7040 093009 FD855.03 DUSD-11 PD 0.00 3.37 V11396 E SIE UNIFIED S 8210135000-7040 093009 FD855.06 C73fNl Y PD 0.00 0.13 V11396 aP= WFIFD S 8210135000-7040 093009 FDB55.07 CaNIY PD 0.00 0.01 PEID d: 0.00 �d 3.51 Tbtal: 3.51 V00331 FEDERAL EXPRESS 8010125000-6625/505800-6625 935087868 117052788/J.= PD 0.00 17.46 2 City of Azusa HP 9000 10/28/09 OPEN ' HOLD D B L I S T I N G= /ty r , Page WED, OCT 28, 2009, 9:59 AM ---req: ROSE -------leg: M JL --- loc: BI -TSI ---job: 701398 #J030-pgm: OH4OOt<1.344> rpt id: CHFL'1R02 caECT FLND Codes: 80-82 ; Check Issue Kites: 100109-101509 PE ID PE Nage AM= NOS / JOB N ER Invoice NuTber Description St Disc. Amt. Dist: Art. PEID Lid: 0.00 Paid: 17.46 Total: 17.46 V11803 BMT INC. ,R.B. 8010125000-7110 102319 CREDIT/LCM R ECS PD 0.00 -1,500.01 V11803 HCU DE. ,R.B. 8010125000-2745 102319 Contracts Pbl/Cb PD 0.00 26,446.80 PEID Up -- --q 0.00 Paid: 24,946.79 Total: 24,946.79 V05574 IPMMJ-IZ= RE 8010110000-6493 AXC6858AXC6866 AXC6858-AXC6856 PD 0.00 113.18 PEID U-JpDaid: 0.00 Paid: 113.18 Tbtal: 113.18 V10308 MJJffUv JIAN, HA 8010125000-4435 101309 REMm EXP-800SCA PD 0.00 149.90 V10308 V10308 ICUYCUvDJIAN, HA 8010125000-3199 , HA 8010125000-7110/505825-7110 101309 101309 REMED EXP-800SCG, PD 0.00 REM D EXP-800SCA PD 0.00 57,838.13 -15,426.72 PEID Ural, d: 0.00 PPaa�id: 42,561.31 Total: 42,561.31 V10903 KV BLUEL7R= INC 8010125000-6625/505825-6625 695856 INMICE # 65856 PD 0.00 21.95 PEID Uipaid: 0.00 d: 21.95 Total: 21.95 V00399 L.A. CaMY FIRE 8010125000-7110/505825-7110 T0005371 PBM/800-802SAN PD 0.00 2,203.97 PEID UTID)aid: 0.00 Paid: 2,203.97 Tbtal: 2,203.97 V11603 LAWYERS TTI M BU 8110165626-7105/505320-7105 SUL1189-1VSI 627 CEDAR= PD 0.00 1,770.00 PEID UlmD id: 0.00 Paid: 1,770.00 Tbtal: 1,770.00 City of Azusa HP 9000 10/28/09 O P E N H O L D D B LISTING By Person/Entity Nacre Paqe 5 WED, OCT 28, 2009, 9:59 AM ---req: ROSE-------leg: GL JL--- loc: BI-TD3-I --- job: 701398 #J030---- pgrn: CH400 <1.34> rpt id: CHFLTR02 SELECT FUND Cbdes: 80-82 ; Check Issue Tates: 100109-101509 PE ID PE Nacre A C= NUYEER / JOB NU9BER Invoice Number Description St Disc. Amt . Dist. Amt. V03126 LUMN NATICNAL 8000000000-3010 2325/0901020 PY#20/09 FD 0.00 365.00 V03126 LU\MLN NATICNAL 8000000000-3010 1320/0901020 PY#20/09 PD 0.00 68.62 PEID Uipaid: 0.00 Paid: 433.62 'Ibtal: 433.62 V03219 LOS All ES C7JiIV 8210125000-7040 093009 FD400.15 LAOS-11 PD 0.00 0.33 V03219 LCS ANEEIES CCLN 8210135000-7040 093009 FD400.21 LACS-11 PD 0.00 623.82 V03219 LOS AMMM OJCN 8210125000-7040 093009 FD400.21 LACS-11 PD 0.00 207.41 V03219 LCS AA13= = 8210125000-7040 093009 FD400.15 LRCS-11 PD 0.00 67.98 V03219 LOS AM= CaN 8210125000-7040 093009 FD400.21 LAGS-11 PD 0.00 29.98 V03219 LOS ANGLES CST 8210125000-7040 093009 FD400.15 LAOS-11 PD 0.00 114.20 V03219 LCS AN-MLES OST 8210125000-7040 093009 FD400.21 IACS-11 PD 0.00 223.86 V03219 LCS ANS= Ci7[N 8210125000-7040 093009 FD400.21 LAOS-11 PD 0.00 134.91 V03219 LCS ANMES CaN 8210125000-7040 093009 FD400.21 LACS-11 PD 0.00 0.66 V03219 LCS ANSELES = 8210125000-7040 093009 FD400.21 1AOS-11 PD 0.00 226.66 V03219 LOS ANDES CX;iN 8210135000-7040 093009 FD400.15 LACS-11 PD 0.00 314.32 V03219 LOS ANSELES = 8210125000-7040 093009 FD400.15 LACS-11 PD 0.00 104.51 V03219 LCS ANSECES = 8210125000-7040 093009 FD400.15 LAOS-11 PD 0.00 15.11 V03219 LOS ANSELE;S MUST 8210125000-7040 093009 FD400.15 LACS-11 PD 0.00 112.80 PEID Unpaid: 0.00 Paid: 2,176.55 Tbtal: 21176.55 V10322 M & T BANK 8000000000-3010 09/30/2009 Defrd Chap Pbl/P FD 0.00 369.17 PEID U d: 0.00 ri. Paid: 369.17 Total: 369.17 V10309 MMITZ, LYLE ALL 8010125000-3199 101309 RFNED EXP-80090, PD 0.00 57,838.13 V10309 MRITZ, LEE ALL 8010125000-7110/505825-7110 101309 REDM EXP-800SCA PD 0.00 -15,426.71 V10309 Ml=, LYLE ALL 8010125000-4435 101309 REM® EXP-800SM PD 0.00 149.90 PEIDm. d: 0.00 d: 42,561.32 Tbtal: 42,561.32 V01582 DIEL CGvMJNTCA 8010110000-6915 635925025087 635925025-087/CE PD 0.00 21.96 City of Azusa HP 9000 10/28/09 O P E N H 0 L D WID, OCT 28, 2009, 9:59 AM ---req: ROSE -------leg: (M JL --- loc: D B LISTING By /Entity Nacre BI ---job: 701398 #J030 ---- p9m: CH400 <1.34> rpt id: Page 6 OHFLTR02 SELECT FUND Cbdes: 80-82 ; Check Issue Dates: 100109-101509 PE ID---=- PE -Nacre--- ACEI' NUVE ER / JUB NCNBER Invoice Nud)er Description St Disc. Ant. Dist. Arrt . PPFID Urid: d: 0.00 21.96 Total: 21.96 V00540 V00540 V00540 OFFICE DEFCT INC 8110155000-6625/505320-6625 OFFICE DEEt7r INC 8110155000-6625 OFFICE DEMT = 8110155000-6625/505320-6625 487863782001 487863782001 487863782001 796328 A= FUL PD 0.00 487216 Sa]Y CD -R. PD 0.00 381172 MENDREx S PD 0.00 12.02 19.26 5.16 PEID U .00 %i.d: PPaaiid: 366.44 Total: 36.44 V01440 V01440 OVERLAND PACIFIC 8010125000-6399/505900-6399 OVERLAID PACIFIC 8110155000-6345/505315-6345 0908141 0907195 RKaN SVC-FUAIE PD 0.00 REPLC T HSG PLAN PD 0.00 1,088.75 3,000.00 PEID Ulpmaid: 0.00 Paid: Total: 4,088.75 4,088.75 V04138 V04138 RELIASIAR LIFE 1 RE IASIAR LIFE I 8000000000-3053 2215/0901020 # 0.00 PY#2 %09 PD 0.00 1.97 2.62 PEID Lhaid: 0.00 Paid: Tbtal: 4.59 4.59 V10053 SE*EARD INSURAN 8000000000-3044 1221/0901020 PY#20/09 PD 0.00 132.59 PEID d: 0.00 d: 132.59 Total: 132.59 V06107 U.S. BANK CORP P 8010110000-6230 10/14/2009 Dues & S'd=ipt PD 0.00 50.00 PEID d: 0.00 d: Total: 50.00 50.00 V00876 V00876 V%SEIIq= YLMA 8000000000-3010 � MMA 8000000000-3010 2330/0901020 1330/0901020 120/09 PD 0.00 20/09 PD 0.00 83.11 115.00 City of Azusa HP 9000 10/28/09 O P E N H O L D D B LISTING By PErnti.ty Nacre Page 7 WM, OCT 28, 2009, 9:59 AM ---req: ROSE -------leg: M JL --- loc: BI -=---job: 701398 W030 ---- p9m: CH400 <1.34> Ypt id: CUFLIR02 SE= FUSU (odes: 80-82 ; Check Issue Dates: 100109-101509 PE ID PE Nacre ACMET NUYEER / JOB NMb ER Invoice Number Description St Disc. Ad.. Dist. Art. MID U %id: 0.00 Paid: 234.62 Tbtal: 234.62 GRAND TOTAL d: 0.00 d: 266,707.10 'Ibtal: 266,707.10 VOF �(P 61 i CITY OF AZUSA MINUTES OF THE AZUSA PUBLIC FINANCING AUTHORITY MONDAY, OCTOBER 5, 2009 — 9:41 P.M. The Board Members of the Azusa Public Financing Authority of the City of Azusa met in regular session at the above date and time in the Azusa Auditorium located at 213 East Foothill Boulevard, Azusa. Chairman Rocha called the meeting to order. Call to Order ROLL CALL Roll Call PRESENT: BOARDMEMBERS: GONZALES, CARRILLO, MACIAS, HANKS, ROCHA ABSENT: BOARDMEMBERS: NONE ALSO PRESENT: Also Present General Counsel Carvalho, Executive Director Delach, City Department Heads, Secretary Mendoza, Deputy Secretary Toscano. The CONSENT CALENDAR consisting of item G-1 and G-2 was approved by motion of Board Member Consent Cal Carrillo, seconded by Board Member Gonzales and unanimously carried. approved 1. Minutes of the regular meeting of September 8, 2009, were approved as written. Min appvd 2. A RESOLUTION OF THE AZUSA PUBLIC FINANCING AUTHORITY OF THE CITY OF Res. 09-P2 AZUSA ADOPTING THE INVESTMENT POLICY. It was consensus of the Board Members to adjourn. TIME ADJOURNMENT: 9:42 P.M. SECRETARY NEXT RESOLUTION NO. 09-P3. Adjourn AZUSA PUBLIC FINANCING AUTHORITY CONSENT ITEM TO: THE HONORABLE CHAIRPERSON AND MEMBERS OF THE BOARD FROM: MARCENE HAMILTON, AZUSA PUBLIC FINANCING AUTHORITY TREASURER DATE: NOVEMBER 2, 2009 SUBJECT: AZUSA PUBLIC FINANCING AUTHORITY TREASURER'S STATEMENT OF CASH BALANCES FOR THE QUARTER ENDED SEPTEMBER 30, 2009 RECOMMENDATION It is recommended that the Board Members receive and file the Azusa Public Financing Authority Treasurer's Statement of Cash Balances for the quarter ended September 30, 2009. BACKGROUND Transmitted herewith is the Treasurer's Report for the Azusa Public Financing Authority for quarter ending September 30, 2009. Authority investments are made in accordance with the Authority Investment Policy adopted and approved with Resolution No. 08-P3 dated October 6, 2008, and Government Code Section 53600 et. seq. The Azusa Public Financing Authority is the issuer of three bond issues -the 1994 Sewer System Project Refinancing Certificates of Participation, the 2003 Capital Improvement Project Refinancing Certificates of Participation, and the 2006 Water System CIP Parity Revenue Bonds. The funds for these issues are restricted for payment of eligible capital improvement expenses and debt service on the bonds, and are held and invested by fiscal agents who are trustees for the bonds. For quarter ending September 30, 2009, fiscal agents held total investments of $5,993,054.61. Total cash received for the quarter was $1,195,802.56, and disbursements of $2,717,860.50, were made, resulting in a total overall net decrease of $1,522,057.94. Disbursements were primarily for Water System Project and debt service costs, and cash receipts were primarily interest income and debt service payment funds from the City. FISCAL IMPACT The balance of cash and investments and projected revenues for the next six months are expected to be sufficient to meet cash disbursement requirements for at least the next six months. Prepared by: Roseanna J. Jara, Sr. Acct. -Redevelopment MH:RJJ/cs CITY OF AZUSA AZUSA PUBLIC FINANCING AUTHORITY TREASURER'S STATEMENT OF CASH AND INVESTMENT COST BALANCES QUARTER ENDING SEPTEMBER 30, 2009 Beginning Cash Balance $7,515,112.55 Receipts (All Sources) $1,195,802.56 Disbursements ($2,717,860.50) Ending Cash Balance $5,993,054.61 (All Restricted and Unrestricted Accounts & Investments) Marcene Hamilton, Agency Treasurer CITY OF AZUSA AZUSA PUBLIC FINANCING AUTHORITY (APFA) TREASURY BOOK BALANCES - CASH AND INVESTMENTS QUARTER ENDING SEPTEMBER 30.2009 Maximum Deposits Cost Interest Mkt Bank Accounts Allowed Amount Pledged Securities Maturity Rate Value* CASH AND INVESTMENTS HELD BY FISCAL AGENT Wells Fargo Bank, Trustee 1994 Sewer Refunding Certificates of Participation Installment Payment Fund Wells Fargo Treasury Plus MMkt No Limit Reserve Fund Berkshire Hathaway Inv Agrmt N/A $8,593.67 N/A $284,526.66 Guaranteed Investment Agreement 1994 Sewer Refunding COP's Subtotal: $293,120.33 Interest Collections: $8,593.74 2003 CIP Refunding Certificates of Participation Lease Payment Fund Ongoing 6/1/2023 0.010% $8,593.67 6.040% $284,526.66 $293,120.33 AIM Gov't Portfolio No Limit $42.88 Investments in direct obligations of the U.S. Treasury Ongoing 0.000% $42.88 Reserve Fund AIM Gov't Portfolio No Limit $482,500.00 Investments indirect obligations of the U.S. Treasury Ongoing 0.051% 482,500.00 2003 CIP Refunding COP's Subtotal: $482,542.88 $482,542.88 Interest Collections: $61.89 2006 Water System CIP Parity Revenue Bonds Revenue Fund Wells Fargo 100% Treasury MMkt No Limit $755,969.47 N/A Ongoing 0.010% $755,969.47 Interest Account Wells Fargo 100% Treasury MMkt Cash No Limit No Limit $5,508.44 $0.00 N/A Gov't. Securities with a value of 110% of deposits Ongoing Ongoing 0.010% 0.000% $5,508.44 $0.00 Principal Account Wells Fargo 100% Treasury MMkt No Limit $0.00 N/A Ongoing 0.010% $0.00 Reserve Fund Wells Fargo 100% Treasury MMkt No Limit $2,615;315.69 N/A Ongoing 0.010% $2,615,315.69 Federal Home Loan Mtg. Corp. No Limit $1,025,420.00 Investments in direct obligations of the U.S. Treasury 6/28/2010 2.875% $1,018,490.00 Water System Acquisition Fund Wells Fargo 100% Treasury MMkt No Limit $815,177.80 N/A Ongoing 0.010% $815,177.80 2006 Water System CIP Revenue Bond Subtotal: $5,217,391.40 $5,210,461.40 Interest Collections: $5,595.70 Total - APFA Cash and Investments: $5,993,054.61 Total Interest Collections: $14,251.33 Source of Market Value Information: Wells Fargo Bank, Trustee *Market Value is the current price at which a security can be traded or sold. Bond Data is based on Trustee -generated Statements; bond funds listed herein are restricted for payment of debt service and eligible projects and governed by strict regulations described in the Trust Indentures. $5,986,124.61