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Item 19 Staff Report Consider Adopting Resolution Approving the 19900 Annual Report for the Los Gatos Redevelopment AgencyMEETING DATE: 12/18/00 ITEM NO. COUNCIL/AGENCY AGENDA REPORT DATE: December 15, 2000 TO: AGENCY FROM: TOWN MANAGER/EXECUTIVE DIRECTO /9 MAYOR AND TOWN COUNCIL/CHAIR AND MEMBERS OF THE REDEVELOPMENT SUBJECT: CONSIDER ADOPTING RESOLUTION APPROVING THE 1999-00 ANNUAL REPORT FOR THE LOS GATOS REDEVELOPMENT AGENCY. RECOMMENDATION: Adopt resolution approving the 1999-00 Annual Report for the Los Gatos Redevelopment Agency. Staff and Town's auditors, Maze and Associates will provide an in depth review ofthis year's report to the Finance Committee. Council questions can be referred to that discussion. DISCUSSION: Pursuant to California Health and Safety Code §33080.1, the Redevelopment Agency shall present an annual report to Council within six months ofthe end ofthe fiscal year. The report shall contain: (1) an independent financial audit report for the previous fiscal year; (2) a fiscal statement for the previous fiscal year including the Agency's revenues, debts, the amounts of tax increment to be allocated to other districts; (3) a description ofthe Agency's activities in the previous fiscal year affecting housing; (4) a description of the Agency's progress in alleviating blight during the previous fiscal year; (5) information about loans made by the Agency at or exceeding $50,000 that were in default or otherwise not in compliance with the terms of the loan; (6) a description of the total number and nature of properties owned by the Agency and those acquired during the prior fiscal year; and (7) any other useful information to explain the Agency's programs. The 1999-00 audit (Attachment 1, Exhibit A) includes the auditor's opinion of the Agency's operations and financial position, and the Agency's compliance with laws, regulations and administrative requirements governing the agency, including all financial activities involving low- and moderate -income housing funds. The Statement of Housing Activity and the Annual Report of Financial Transactions (Attachment 1, Exhibits B and C) consist of forms provided by the State Department of Housing and Community Development. During Fiscal Year 1999-2000, the Agency entered into a Development and Disposition Agreement (DDA) with Habitat for Humanity for a single-family residence on Charles Street. Other than the one house, the Agency did not initiate any other redevelopment projects, but did spend $194,879 as part of the agreement with Community Housing Developers to provide affordable housing on Miles Avenue. However, the Agency is continuing to develop specific programs and discuss potential projects with developers to increase the supply of affordable housing in the community. The Town Council/Redevelopment Agency has pledged $250,000 to the Silicon Valley Manufacturers Group Housing Trust Fund joining other private/public participants in a $20 million funding drive to provide affordable housing in Santa Clara County. PREPARED BY: Paul L. Curtis Community Development Director/Redevelopment Deputy Director ,Q Reviewed by: Attorney/General Counsel Revised: 12/15/00 4:18 PM Reformatted: 10/23/95 PAGE 2 MAYOR AND TOWN COUNCIL/CHAIR AND MEMBERS OF THE REDEVELOPMENT AGENCY SUBJECT: ADOPT RESOLUTION APPROVING 1999-00 ANNUAL REPORT December 15, 2000 CONCLUSION: Upon approval by the Council, the Annual Report will be sent to the State Controller and the State Department of Housing and Community Development. ENVIRONMENTAL ASSESSMENT: Approval of the Redevelopment Agency Annual Report is not a project subject to CEQA. FISCAL IMPACT: None. ATTACHMENT: Resolution approving the 1999-2000 Annual Report for the Los Gatos Redevelopment Agency Exhibit A - Redevelopment Agency Audit for Fiscal Year 99-00 Exhibit B - Statement of Housing Activity for Fiscal Year 99-00 Exhibit C - Annual Report of Financial Transactions for Fiscal Year 99-00 PLC:mdc N:IDE V 1PAU L1RDA99-00. A N N RESOLUTION 2000 - RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF LOS GATOS APPROVING THE 1999-00 ANNUAL REPORT FOR THE LOS GATOS REDEVELOPMENT AGENCY WHEREAS: 1. The California Community Redevelopment Law (§33080.1) requires every redevelopment agency to present a report on financial and housing activity to its legislative body within six months of the end of the agency's fiscal year. 2. The Annual Report for the Redevelopment Agency consists of an independent financial audit report for the previous fiscal year, a fiscal statement for the previous fiscal year, and a description of the agency's activities affecting housing and displacement. 3. The audit issued by Maze and Associates, attached hereto as Exhibit A, gives an unqualified opinion of the Redevelopment Agency's financial activities includes the auditor's opinion of the agency's operations and financial position, and the agency's compliance with laws, regulations and administrative requirements governing activities of the agency, including all financial activities involving low- and moderate -income housing funds. 4. The Statement of Housing Activity and the Annual Report of Financial Transactions, attached hereto as Exhibits B and C, consist of forms provided by the State Department of Housing and Community Development. 5. Approval of the 1999-00 Annual Report for the Los Gatos Redevelopment Agency does not constitute a project for purposes of the California Environmental Quality Act ("CEQA"). RESOLVED, that the Town Council hereby approves and adopts the 1999-00 Annual Report for the Los Gatos Redevelopment Agency, attached hereto as Exhibits A, B and C. FURTHER RESOLVED, that the Town Council determines the planning and administrative expenses from the Low and Moderate Income Housing Fund are necessary for the production, improvement, or preservation of low- and moderate- income housing. PASSED AND ADOPTED at a regular meeting of the Town Council of the Town of Los Gatos, California, held on thel 8th day of December, 2000 by the following vote: COUNCIL MEMBERS: AYES: NAYS: ABSENT: ABSTAIN: SIGNED: MAYOR OF THE TOWN OF LOS GATOS LOS GATOS, CALIFORNIA ATTEST: CLERK OF THE TOWN OF LOS GATOS LOS GATOS, CALIFORNIA RESOLUTION 2000 - 8RD RESOLUTION OF THE REDEVELOPMENT AGENCY OF THE TOWN OF LOS GATOS APPROVING THE 1999-00 ANNUAL REPORT FOR THE LOS GATOS REDEVELOPMENT AGENCY WHEREAS: 1. The California Community Redevelopment Law (§33080.1) requires every redevelopment agency to present a report on financial and housing activity to its legislative body within six months of the end of the agency's fiscal year. 2. The Annual Report for the Redevelopment Agency consists of an independent financial audit report for the previous fiscal year, a fiscal statement for the previous fiscal year, and a description of the agency's activities affecting housing and displacement. 3. The audit issued by Maze and Associates, attached hereto as Exhibit A, gives an unqualified opinion of the Redevelopment Agency's financial activities includes the auditor's opinion of the agency's operations and financial position, and the agency's compliance with laws, regulations and administrative requirements governing activities of the agency, including all financial activities involving low- and moderate -income housing funds. 4. The Statement of Housing Activity and the Annual Report of Financial Transactions, attached hereto as Exhibits B and C, consist of forms provided by the State Department of Housing and Community Development. 5. Approval of the 1999-00 Annual Report for the Los Gatos Redevelopment Agency does not constitute a project for purposes of the California Environmental Quality Act ("CEQA"). RESOLVED, that the Member of the Redevelopment Agency hereby approves and adopts the 1999-00 Annual Report for the Los Gatos Redevelopment Agency, attached hereto as Exhibits A, B and C. r FURTHER RESOLVED, that the Members of the Redevelopment Agency determines the planning and administrative expenses from the Low and Moderate Income Housing Fund are necessary for the production, improvement, or preservation of low- and moderate- income housing. PASSED AND ADOPTED at a regular meeting of the Redevelopment Agency of the Town of Los Gatos, California, held on thel8th day of December, 2000 by the following vote: AGENCY MEMBERS: AYES: Randy Attaway, Steven Blanton, Sandy Decker, Steve Glickman, Chair Joe Pirzynski. NAYS: None ABSENT: None ABSTAIN: None /s/ Joe Pirzynski SIGNED: CHAIR OF THE REDEVELOPMENT AGENCY LOS GATOS, CALIFORNIA ATTEST: /s/ Marian V. Cosgrove SECRETARY OF THE REDEVELOPMENT AGENCY LOS GATOS, CALIFORNIA RESOLUTION 2000 - 154 RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF LOS GATOS APPROVING THE 1999-00 ANNUAL REPORT FOR THE LOS GATOS REDEVELOPMENT AGENCY WHEREAS: 1. The California Community Redevelopment Law (§33080.1) requires every redevelopment agency to present a report on financial and housing activity to its legislative body within six months of the end of the agency's fiscal year. 2. The Annual Report for the Redevelopment Agency consists of an independent financial audit report for the previous fiscal year, a fiscal statement for the previous fiscal year, and a description of the agency's activities affecting housing and displacement. 3. The audit issued by Maze and Associates, attached hereto as Exhibit A, gives an unqualified opinion of the Redevelopment Agency's financial activities includes the auditor's opinion of the agency's operations and financial position, and the agency's compliance with laws, regulations and administrative requirements governing activities of the agency, including all financial activities involving low- and moderate -income housing funds. 4. The Statement of Housing Activity and the Annual Report of Financial Transactions, attached hereto as Exhibits B and C, consist of forms provided by the State Department of Housing and Community Development. 5. Approval of the 1999-00 Annual Report for the Los Gatos Redevelopment Agency does not constitute a project for purposes of the California Environmental Quality Act ("CEQA"). RESOLVED, that the Town Council hereby approves and adopts the 1999-00 Annual Report for the Los Gatos Redevelopment Agency, attached hereto as Exhibits A, B and C. FURTHER RESOLVED, that the Town Council determines the planning and administrative expenses from the Low and Moderate Income Housing Fund are necessary for the production, improvement, or preservation of low- and moderate- income housing. PASSED AND ADOPTED at a regular meeting of the Town Council of the Town of Los Gatos, California, held on thel8th day of December, 2000 by the following vote: COUNCIL MEMBERS: AYES: Randy Attaway, Steven Blanton, Sandy Decker, Steve Glickman, Mayor Joe Pirzynski. NAYS: None ABSENT: None ABSTAIN: None /s/ Joe Pirzynski SIGNED: MAYOR OF THE TOWN OF LOS GATOS LOS GATOS, CALIFORNIA ATTEST: /s/ Marian V. Cosgrove CLERK OF THE TOWN OF LOS GATOS LOS GATOS, CALIFORNIA REDEVELOPMENT AGENCY OF THE TOWN OF LOS GATOS COMPONENT UNIT FINANCIAL STATEMENTS FOR THE YEARS ENDED DUNE 30, 2000 AND 1999 4AZE & ASSOCIATES Exhibit A ACCOUNTANCY CORPORATION 1tEDEVELOPMENT AGENCY OF Till, TOWN OF LOS GATOS Component Unit Financial Statements For The Years Ended June 30, 2000 and 1999 TABLE OF CONTENTS Paae Independent Auditor's Report 1 Component Unit Financial Statements: Combined Balance Sheet - All Fund Types and Account Groups 2 Combined Statements of Revenues, Expenditures and Changes in Fund Balances - All Governmental Fund Types 3 Combined Statement of Revenues, Expenditures and Changes in Fund Balance - Capital Project Funds - Budget and Actual 4 Notes to Component Unit Financial Statements 5 Combining Balance Sheets - Capital Project Funds 9 Combining Statements of Revenues, Expenditures and Changes in Fund Balances - Capital Project Funds 10 Combining Statement of Revenues, Expenditures and Changes in Fund Balance - Capital Project Funds - Budget and Actual 11 Report On Compliance And On Internal Control Over Financial Reporting Based On An Audit Of Financial Statements Performed In Accordance With Government Auditing Standards 13 This Page Left Intentionally Blank AZE & ASSOCIATES ACCOUNTANCY CORPORATION 1670 Riviera Avenue - Suite 100 Walnut Creek, California 94596 INDEPENDENT AUDITOR'S REPORT (925) 930-0902 e FAX (925) 930-0135 E-Mail: maze@mazeassociates.com Website: www.mazeassociates.com To the Governing Board of the Redevelopment Agency of the Town of Los Gatos We have audited the accompanying financial statements of the Redevelopment Agency of the Town of Los Gatos, a component unit of the Town of Los Gatos, as of and for the years ended June 30, 2000 and 1999 as listed in the table of contents. These component unit financial statements are the responsibility of the Agency's management. Our responsibility is to express an opinion on these financial statements based on our audit. We conducted our audit in accordance with generally accepted auditing standards and the standards for financial audits contained in Government Audit Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance as to whether the fmancial statements are free of material misstatement. An audit includes examining on a test basis evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall fmancial statement presentation. We believe that our audit provides a reasonable basis for our opinion. As discussed in Note 1, the component unit financial statements present only the Agency and are not intended to present fairly the financial position and results of operations of the Town of Los Gatos in conformity with generally accepted accounting principles. In our opinion, the component unit financial statements referred to above present fairly in all material respects the financial position of the Redevelopment Agency of the Town of Los Gatos as of June 30, 2000 and 1999 and the results of operations for the years then ended, in conformity with generally accepted accounting principles. In accordance with Government Auditing Standards, we have also issued reports dated September 14, 2000, on our consideration of the Agency's internal control structure and on its compliance with laws and regulations. /ram a%. September 14, 2000 1 A Professional Corporation REI: _ ✓ELOPMENT AGENCY OF THE TOWN OF LOS t,�fOS COMBINED BALANCE SHEETS ALL FUND TYPES AND ACCOUNT GROUPS JUNE 30, 2000 WITH COMPARATIVE AMOUNTS FOR J1NE 30, 1999 TOTALS (Memorandum Only) GOVERNMENTAL FUND TYPES ACCOUNT GROUPS Capital Debt General General Long - Projects Service Fixed Assets Term Debt 2000 1999 ASSETS Cash and investments (Note 2) $1,620,163 S1,482,533 $3,102,696 $2,650,534 Restricted cash and investments 440,001 440,001 448,878 Intergovernmental receivable 10,954 51,532 62,486 12,965 Parking Lot # 4 Project (Note 4) $4,067,708 4,067,708 4,696,796 Amount available in debt service fund $286,600 286,600 652,225 Amount to be provided for retirement of general long-term debt 2.033,400 2.033,400 1,782,775 Total Assets $1,631,117 $1,974,066 $4,067,708 S2,320,000 $9,992,891 $10,244,173 LIABILITIES Accounts payable $73,255 S73,255 $23,666 Accrued payroll 791 Matured bonds and interest payable $18,278 18,278 37,243 Due to other agencies 433,041 433,041 442,414 Pass through obligations 1,236,147 1,236,147 905,000 Advance from Town of Los Gatos (Note 3) 200,000 Certificates of participation (Note 4) S2,320,000 2,320,000 2,435,000 Total Liabilities 73,255 1,687,466 2,320,000 4,080,721 4,044,114 FUND EQUITY Investment in general fixed assets $4,067,708 4,067,708 4,696,796 Fund balances: Reserved for : Low income housing 1,007,521 1,007,521 807,725 Debt service 440,001 440,001 448,878 Designated for debt services (153,401) (153,401) 203,257 Unreserved, undesignated 550,341 550,341 43,403 Total Fund Equity 1.557,862 286,600 4,067,708 5.912.170 6,200,059 Total Liabilities and Fund Equity $1,631,117 S1,974,066 S4,067,708 S2,320,000 $9,992.891 S10,244,173 See accompanying notes to component unit financial statements REL_ . ELOPMENT AGENCY OF THE TOWN OF LOS _ JOS COMBINED STATEMENTS OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES ALL GOVERNMENTAL FUND TYPES FOR THE FISCAL YEAR ENDED .TUNE 30, 2000 WITH COMPARATIVE AMOUNTS FOR THE FISCAL YEAR ENDED JUNE 30, 1999 TOTALS GOVERNMENTAL FUND TYPES (Memorandum Only) Capital Debt Projects Service 2000 1999 REVENUES Property tax increment $2,123,043 $2,123,043 $1,597,622 Interest $194,605 155,617 350,222 115,775 Total Revenues 194,605 2,278,660 2,473,265 1,713,397 EXPENDITURES Capital outlay Project costs 1,148,050 1,148,050 469,320 Pass through payments 451,380 451,380 396,811 Debt service Principal (Note 4) 114,583 114,583 113,321 Interest (Notes 3 and 4) 418,143 418,143 218,729 Total Expenditures 1,148,050 984,106 2,132,156 1,198,181 EXCESS (DEFICIENCY) OF REVENUES OVER EXPENDITURES (953,445) 1,294,554 341,109 515,216 OPERATING TRANSFERS Operating transfers in Operating transfers (out) Total Operating Transfers 1,660,179 (1,660,179) 1,660,179 (1,660,179) 1,660,179 (1,660,179) EXCESS OF REVENUES AND TRANSFERS OVER EXPENDITURES 706,734 (365,625) 341,109 Fund balances at beginning of year, as restated (Note 5) 851,128 652,225 1,503,353 Fund balance at end of year $1,557,862 $286,600 See accompanying notes to financial statements 702,424 (702,424) 515,216 988,137 S1,844,462 S1,503,353 3 REDE LOPMENT AGENCY OF THE TOWN OF LL GATOS COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES CAPITAL PROJECTS FUNDS BUDGET AND ACTUAL FOR THE YEAR ENDED JUNE 30, 2000 CAPITAL PROJECTS Variance Favorable Budget Actual (Unfavorable) REVENUES Interest $216,080 $194,605 ($21.475) Total Revenues 216,080 194,605 (21,475) EXPENDITURES Capital outlay: Project costs 1,249,131 1,148,050 101,081 Total Expenditures 1,249,131 1,148,050 101,081 EXCESS (DEFICIENCY) OF REVENUES OVER EXPENDITURES (1,033,051) (953,445) 79,606 OPERATING TRANSFERS Operating transfer in EXCESS OF REVENUES AND TRANSFERS OVER EXPENDITURES 1,660,800 1,660,179 (621) $627,749 706,734 $78,985 Fund balances at beginning of year 851,128 Fund balances at end of year $1.557,862 See accompanying notes to component unit financial statements 4 .EDEVELOPMENT AGENCY OF TH. TOWN OF LOS GATOS Notes To Component Unit Financial Statements NOTE 1 - SIGNIFICANT ACCOUNTING POLICIES A. Description of the Redevelopment Agency and Redevelopment Plan - The Redevelopment Agency of the Town of Los Gatos (the Agency) was created on December 4, 1989 under the provisions of the Redevelopment Law (California Health and Safety Code), for clearance and rehabilitation of areas determined to be in a declining condition in the Project Area. A Redevelopment Plan was adopted on November 25, 1991 to provide an improved physical, social and economic environment in the Central Los Gatos Redevelopment Project Area. As part of the Redevelopment Plan, the Agency entered into agreements with various taxing authorities which required the Agency to pass through portions of incremental property taxes to each taxing authority. Expenditures for these pass -through agreements amounted to S451,380 for the year ended June 30, 2000. In addition, as of June 30, 2000 the Agency owed $1,236,147 in pass -through amounts to other agencies. The Agency is authorized to finance the Plan from various sources, including assistance from the Town, the state and federal governments, property tax increments, interest income and the issuance of Agency debt. The Agency is an integral part of the Town of Los Gatos and, accordingly, the accompanying financial statements are included as a component of the general purpose financial statements prepared by the Town. A component unit is a separate governmental unit, agency or nonprofit corporation which, when combined with all other component units, constitutes the reporting entity as defined in the Town's general purpose financial statements. B. Fund Accounting In the Combined Financial Statements, these funds are grouped into the fund types and categories discussed below. The financial statements for each individual fund in each fund type are presented in the Combining Financial Statements section of this report. GOVERNMENTAL FUNDS Capital Projects Funds are used to account for financial resources to be used for the acquisition or construction of major capital facilities (other than those financed by proprietary and trust funds). Debt Service Funds are used to account for financial resources to be used for the payment of principal and interest on long-term obligations. ACCOUNT GROUPS Account groups are used to establish accounting control for the Agency's general fixed assets and principal of its general long-term obligations. Because these assets and liabilities are long-term they are neither spendable resources nor do they require current appropriation. They are accounted for separately from governmental fund types. C. Basis of Accounting - Refers to when revenues and expenditures are recognized in the accounts and reported in the component unit financial statements. Basis of accounting relates to the timing of the measurements made, regardless of the measurement focus applied. 5 1DEVELOPMENT AGENCY OF THE TOWN OF LOS GATOS Notes To Component Unit Financial Statements NOTE 1 - SIGNIFICANT ACCOUNTING POLICIES (Continued) Governmental fund types are accounted for using the modified accrual basis of accounting, under which revenues are recognized when received, or accrued when they become available and measurable as net current assets. Expenditures are recognized when the related fund liability is incurred. Revenues susceptible to accrual consist principally of intergovernmental revenues. D. Budgets and Budgetary Accounting - The Agency adopts a budget effective July 1 for the capital projects fund. During the year ended June 30, 2000 the Agency incurred encumbrances which are reported as budgetary expenditures. However, since encumbrances represent commitments on open purchase orders, they are not included as expenditures reported in conformity with generally accepted accounting principles. NOTE 2 - CASH AND INVESTMENTS Agency cash is included in a Town -wide cash and investment pool. Details of the Town's cash and investment pool are presented in the Town's general purpose financial statements. The Town's investment policy and the California Government Code permit investments in obligations of the U.S. Treasury and its agencies, commercial paper, banker's acceptances, repurchase agreements, certificates of deposit, medium term notes, passbook savings account demand deposits, mutual funds and the State of California Local Agency Investment Fund. NOTE 3 - ADVANCE FROM THE TOWN Agency operations had been partially funded by advances from the Town, which bore interest at 10% and were repayable on demand, provided that sufficient tax increment revenue funds were available. During the fiscal year ended June 30, 2000 the Agency paid interest in the amount of $20,000 on this long-term advance, and repaid the advance in full. Furthermore, the Town advanced $2,790,500 to the Agency in July of 1999; the entire amount, plus interest of $279,050 was repaid prior to June 30, 2000. NOTE 4 - REIMBURSEMENT AGREEMENT A. Accounting Treatment The Town issued Certificates of Participation (COPs) in the original principal amount of $2,960,000 dated August 1, 1992 to finance certain construction costs of the Town's Parking Lot 4 Project, which was constructed on land within the Central Los Gatos Project Area. The COPs are similar to debt; they allow investors to participate in a share of guaranteed payments which are made by the Town. Because they are similar to debt, the present value of the total of the payments to be made is recorded as long-term debt. Principal payments are due annually on August 1, with interest payments payable semi-annually on February 1 and August 1. The Town has pledged motor vehicle license fee revenues as collateral for the repayment of the Certificates. 6 EDEVELOPMENT AGENCY OF TILL TOWN OF LOS GATOS Notes To Component Unit Financial Statements NOTE 4 - REIMBURSEMENT AGREEMENT (Continued) To assist the Town in paying the cost of the acquisition and construction of the Parking Lot 4 Project, the Town and its Redevelopment Agency entered into a Reimbursement Agreement. Under this agreement, the Agency will use available net tax increment revenues resulting from the Project's effect on land values to repay the Town for all lease payments made by the Town to the Agency under the lease agreement for the Project. Net tax increment revenues are all taxes allocated to and paid into the Redevelopment Agency Capital Projects Fund for the Project Area. Reimbursements under this agreement commenced in fiscal 1995-96. Effective July 1, 1998 the COPs were transferred from the Town's General Long -Term Debt Account Group to the Redevelopment Agency's. In addition, the Parking Lot #4 Project, which was constructed with proceeds of the COPs, has been transferred and included in the Agency's financial statements. B. Activity Changes in general long term debt were as follows: Interest Maturity Rates Date Certificates of Participation 5%-9% 2012 Balance at June 30, 1999 Retirements Balance at June 30, 2000 $2,435,000 $115,000 $2,320,000 Repayment requirements for general long term debt were as follows at June 30, 2000: Year Ending June 30 2001 2002 2003 2004 2005 Thereafter Total payments due Less amount representing interest Principal amount Certificates of Participation $246,811 246,883 248,738 245,846 247,396 1,951,974 3,187,648 867,648 $2,320,000 The Agency must maintain required amounts of cash and investments with the trustee under the terms of the COPs issue. These funds are pledged as reserves to be used if the Town fails to meet its obligations under the COPs issue. These reserves totaled $440,001 and $448,878 respectively, at June 30, 2000 and 1999. The California Government Code requires these funds to be invested in accordance with Town ordinance, bond indentures or State statutes. All these funds have been invested as permitted under the Code. 7 EDEVELOPMENT AGENCY OF TIL TOWN OF LOS GATOS Notes To Component Unit Financial Statements NOTE 5 — PRIOR PERIOD ADJUSTMENT During the fiscal year ended June 30, 2000 the agency recorded an adjustment to correct an error made in the prior year within the Debt Service Fund and the General Long -Term Debt Account Group. The prior period adjustment, as of June 30, 1999, reduced the Cash and Investment balance by $1,664,981 and correspondingly, the Fund Balance at the end of the year by the same amount. This adjustment caused the Amount Available in Debt Service Fund to decrease by $1,664,981 and the balance in the Amount to be Provided for Retirement of General Long -Terns Debt to increase by the same amount. These adjustments are properly reflected within the accompanying Combined Balance Sheets and Statements of Revenue, Expenditures and changes in Fund Balance. 8 REDE` ,OPMENT AGENCY OF THE TOWN OF Lc. 3ATOS COMBINING BALANCE SHEETS CAPITAL PROJECTS FUNDS NNE 30, 2000 WITH COMPARATIVE AMOUNTS FOR JUNE 30, 1999 Housing Redevelopment Set Aside TOTALS (Memorandum Only) 2000 1999 ASSETS Cash and investments $623,596 $996,567 $1,620,163 $851,359 Intergovernmental receivable 10,954 10,954 Total Assets S623.596 S 1.007.521 $1,631.117 S851.359 LIABILITIES Accounts payable Accrued payroll Total Liabilities $73,255 S73,255 73,255 $231 73,255 231 FUND EQUITY Fund balances: Reserved for : Low income housing $1,007,521 1,007,521 807,725 Unreserved, undesignated 550,341 550,341 43,403 Total Fund Equity 550,341 1,007,521 1,557,862 851.128 Total Liabilities and Fund Equity $623.596 $1.007,521 $1.631.117 $851.359 See accompanying notes to component unit financial statements 9 REI 3LOPMENT AGENCY OF THE TOWN OF LOS TOS COIvI srNING STATEMENTS OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES CAPITAL PROJECTS FUNDS FOR THE FISCAL YEAR ENDED JUNE 30, 2000 WITH COMPARATIVE AMOUNTS FOR THE FISCAL YEAR ENDED JUNE 30, 1999 Redevelopment TOTALS (Memorandum Only) Housing Set Aside 2000 1999 REVENUE Interest $140,415 $54,190 $194,605 $39,730 Total Revenue 140,415 54,190 194,605 39,730 EXPENDITURES Capital outlay: Project costs 869,044 279,006 1,148,050 469,320 Total Expenditures 869,044 279,006 1,148,050 469,320 EXCESS (DEFICIENCY) OF REVENUES OVER EXPENDITURES (728,629) (224,816) (953,445) (429,590) OPERATING TRANSFERS Operating transfer in 1,235,567 424,612 1,660,179 702,424 EXCESS OF REVENUES AND TRANSFERS OVER EXPENDITURES 506,938 199,796 706,734 272,834 Fund balances at beginning of year 43,403 807,725 851,128 600,755 Residual equity transfer (out) (22,461) Fund balance at end of year $550.341 $1,007,521 S1.557.862 S851,128 See accompanying notes to financial statements 10 RT VELOPMENT AGENCY OF THE TOWN OF LC ATOS C( iv1BINING STATEMENT OF REVENUES, EXPENDI FUR.ES AND CHANGES IN FUND BALANCES CAPITAL PROJECTS FUNDS BUDGET AND ACTUAL FOR THE YEAR ENDED JUNE 30, 2000 REDEVELOPMENT HOUSING SET ASIDE Variance Variance Favorable Favorable Budget Actual (Unfavorable) Budget Actual (Unfavorable) REVENUE Interest $160,000 $140,415 ($19,585) S56,080 S54,190 (S1,890) Total Revenue 160,000 140,415 (19,585) 56,080 54,190 (1,890) EXPENDITURES Capital outlay: Project costs 884,041 869,044 14,997 365,090 279,006 Total Expenditures 884,041 869,044 14,997 365,090 279,006 EXCESS (DEFICIENCY) OF REVENUES OVER EXPENDITURES (724,041) (728,629) (4,588) (309,010) (224,816) OPERATING TRANSFERS Operating transfer in EXCESS OF REVENUES AND TRANSFERS OVER EXPENDITURES Fund balances at beginning of year Fund balances at end of year 1,235,800 1,235,567 (233) 425,000 424,612 $511,759 506,938 (54,821) $115,990 86,084 86,084 84,194 (388) 199,796 S83,806 43,403 807,725 S550.341 S 1,007.521 See accompanying notes to component unit financial statements 11 TOTALS Variance Favorable Budget Actual (Unfavorable) $216,080 $194,605 ($21,475) 216,080 194,605 (21,475) 1,249,131 1,148,050 101,081 1,249,131 1,148,050 101,081 (1,033,051) (953,445) 79,606 1,660,800 1,660,179 (621) 8627,749 706,734 $78,985 851,128 $1.557,862 12 AZE & ASSOCIATES ACCOUNTANCY CORPORATION 1670 Riviera Avenue - Suite 100 Walnut Creek, California 94596 (925) 930-0902 o FAX (925) 930-0135 E-Mail: maze@mazeassociates.com Website: www.mazeassociates.com REPORT ON COMPLIANCE AND ON INTERNAL CONTROL OVER FINANCIAL REPORTING BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS To the Governing Board of the Redevelopment Agency of the Town of Los Gatos, California We have audited the financial statements of the Redevelopment Agency of the Town of Los Gatos as of and for the year ended June 30, 2000, and have issued our report thereon dated September 14, 2000. We conducted our audit in accordance with generally accepted auditing standards and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Compliance As part of obtaining reasonable assurance about whether the Agency's financial statements are free of material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts and grants, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. Those provisions include provisions of laws and regulations identified by in the Guidelines for Compliance Audits of California Redevelopment Agencies, issued by the State Controller. However, providing an opinion on compliance with those provisions was not an objective of our audit and, accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance that are required to be reported under Government Auditing Standards. Internal Control Over Financial Reporting In planning and performing our audit, we considered the Agency's internal control over financial reporting in order to determine our auditing procedures for the purpose of expressing our opinion on the financial statements and not to provide assurance on the internal control over financial reporting. Our consideration of the internal control over financial reporting would not necessarily disclose all matters in the internal control over financial reporting that might be material weaknesses. A material weakness is a condition in which the design or operation of one or more of the internal control components does not reduce to a relatively low level the risk that misstatements in amounts that would be material in relation to the financial statements being audited may occur and not be detected within a timely period by employees in the normal course of performing their assigned functions. We noted no matters involving the internal control over financial reporting and its operation that we consider to be material weaknesses. This report is intended for the information of the Agency Board, management and federal awarding agencies and pass -through entities. However, this report is a matter of public record and its distribution is not limited. September 14, 2000 13 A Professional Corporation This Page Left Intentionally Blank k c AOCO- i5 ANNUAL REPORT OF HOUSING ACTIVITY OF COMMUNITY REDEVELOPMENT AGENCIES FOR FISCAL YEAR ENDED 6 / 30 / 00 Agency Name and Address: Los Gatos Redevelopment Agency 110 F.._ Main StrPPt P.O. Box 949 Los Gatos. CA 95031 County of Jurisdiction: Santa Clara California Redevelopment law (Health and Safety Code Section 33080.1) requires agencies to annually report their housing activities and maintenance and use of the Low & Moderate Income Housing Fund (LMIHF). Pursuant to Section 33080.3, a copy of this report must be sent to the State Controller and filed with the Department of Housing and Community Development (HCD) in order for HCD to compile and annually publish a report of redevelopment agencies' housing activities in accordance with Section 33080.6. Please answer each of the following questions in order to determine which HCD Schedules your agency must prepare in order to provide a complete report of housing activity and fund balances for the reporting period. 1. Check one of the items below to identify the Agency's status at the end of the reporting period: ❑ New (Agency was formed during the reporting year but no financial transactions were completed) ® Active (Agency completed financial transactions during the reporting year) ❑ Inactive (Agency did not complete any financial transactions during the reporting year) O Dismantled (Agency is dissolved) 2. How many adopted project areas did the Agency have during the reporting period? If the Agency has one or more project areas, submit a separate copy of SCHEDULE HCD-A for each adopted project area. How many project areas were merged during the reporting period? O If the Agency has no adopted project areas, do not submit Schedule HCD-A. 3. Did the Agency conduct any housing activity outside of adopted redevelopment project areas during the reporting period? ❑ Yes. Prepare and submit one copy of SCHEDULE HCD-B. ® No. Do not submit Schedule HCD-B. 4. Did the Agency have any funds in the Low & Moderate Income Housing Fund during the reporting period? ® Yes. Prepare and submit one copy of SCHEDULE HCD-C. O No. Do not submit Schedule HCD-C. 5. During the reporting period, were housing projects completed within a project area or assisted by the agency outside a project area? O Yes. Prepare and submit all applicable HCD Schedules DI-D7 and El for each housing project completed. In No. Do not submit HCD Schedules DI-D7 or HCD Schedule El. To the best of my knowledge, the representations made uytihy above statement and the disclosures contained in the HCD Schedule(s) submitted herewith are true and correct. Date California Redevelopment Agencies - Fiscal Year 1999-2000 Cover (7/1//00) ignature o utho Agency Representativ"e`-- Title Telephone Number HCD-Cover Page 1 of 1 Exhibit B SCHEDULE HCD-A Inside Project Area Activity for Fiscal Year Ended 6 / 30 / 00 Agency Name: LOS GATOS REDEVELOPMENT AGF jcYct Area Name: Central Los Gatos Redevelopment Proj ec Prepares Name, Title: Bud N. Lortz, Preparer's E-Mail Address: blortz@town.los—gatos.ca.us Redevelopment. Manager Preparer's Telephone No: 40R/154-6867 Preparer's Facsimile No: 408/354-7593 General Information 1. a Year that plan for project area was adopted: 1991 Current expiration of redevelopment plan: 12 / 31/ 31 mo day yr b. If project area name has changed, give previous name(s) or number: N/A c. Year(s) project areas merged: N/A Project areas merged: d. Year(s) project area plan was amended and real property was: (1) added: N/A (2) removed: 2. Project areas adopted, and areas added by amendment, after 12/31/75 are subject to section 33413. All other project areas are subject to Section 33413(a), effective 1/1/96, with respect to housing activity specified in Section 33413(d). An agency may elect to make all or part of Section 33413 apply to a project area for which a plan was adopted before 1/1/76. If the redevelopment plan for the subject project area was adopted before 1/1/76 and the agency has elected to apply all or part of Section 33413, provide the date and scope of the resolution. Date: IVA / ; Scope: mo day yr NOTE: Expenditures for debt service should be reported on Schedule HCD-C, Line 4c. Dollar amounts for items HCD-A lines 3a: 3f. and 31. (where an italicized line number is noted In parentheses) can be taken directly from that line number on the State Controller Office's (SCO) Annual Report of Financial Transactions of Community Redevelopment Agencies, Project Area Income Statement, except for the reclassifying of Transfers -In from Internal Funds and the reporting of Other Sources as discussed below. Transfers -In from other internal funds: The specific sources of transferred funds must be reported in items HCD-A lines 3a: j. For example: transfers into the Housing Fund from the Debt Service Fund for the deposit of the 20% set - aside should be reported on Line 3a(3). Other Sources: Non-GAAP (Generally Acceptable Accounting Principles) revenues such as land sales for those agencies using the Land Held for Resale method to record land sales should be reported on HCD-A Line 3d. Money received for the repayment of loan principal to the Housing Fund should be included on HCD-A Line 36. California Redevelopment Agencies — Fiscal Year 1999-00 Sch A (7/1/00) HCD-A Page 1 of 6 Agency Name: LOS GATOS REDEVELOPMENT AGENCY Project Area Name: Central Los Gatos Redevelopment Proiect Area Housine Fund Revenues and Other Sources 3. Report all revenues and other sources of funds from this project area which accrued to the Housing Fund over the reporting year. Any income related to agency -assisted housing located outside the project area(s) should be reported as "Other Revenue" on Line 3j. (of this Schedule A), if this _project area is named as beneficiary in the authorizing resolution. Any other revenue sources not reported on lines 3a.-3i., should also be reported on Line 3j. Enter the full 100% of gross Tax Increment allocated (prior to any pass through and deduction for fees) on Line 3a(1). Compute 20% of gross Tax Increment and enter the amount on line 3a(2). Next, report the amount of Tax Increment set - aside before any exemption and/or deferral (if amount set -aside is less than 20%. exoLain the difference). If any amount of Tax Increment was exempted or deferred, in addition to completing lines 3a(4) and/or 3a(5). complete Line 4 and/or Line 5. To determine the amount of Tax Increment deposited to the Housing Fund [Line 3a(6)], subtract allowable exempted [Line 3a(4)] or deferred [Line 3a(5)] amounts from the Tax Increment Allocated to Housing Fund [Line 3a(3)]. a. Tax Increment: (1) 100% of Gross (SCO Line 1E): $ 2,123,043 (2) Minimum Deposit to Housing Fund (Line 3a(1) x 20%): $ 424,609 (3) Tax Increment Allocated to Housing Fund $ 424,612 • * If less than 20% of the Gross Tax Increment (see 3a(2) above) is being set -aside in this project area in accordance with Section 33334.3(i), identify the project area(s) contributing the difference. Explain any other reason(s): Proj ect (4) Amount Exempted [Health & Safety Code section 33334.2] (if there is an amount exempted, also complete question #4 (HCD-A): ($ —0— ) (5) Amount Deferred [Health & Safety Code section 33334.6] _ (if there is an amount deferred, also complete question #5 (HCD-A): ($ —0 ) (6) Tax Increment Deposited to Housing Fund (actual amount deposited) [Lines 3a (3) - (4) - (5)] $ 424,612 b. Interest Income (SCO Lne 5 ): $ 54.190 c. Rental/Lease Income (SCO lines 6 + 7): $ d. Sale of Real Estate (SCO Line 8 ): $ e. Grants (SCO lines 9 + 10 ): $ f. Bond Administrative Fees (SCO Line 11 ): $ g. Deferral Repayments (also complete Line 5c on the next page): $ h. Loan Repayments: $ i. Debt Proceeds (SCO Line 39 ): $ j. Other Revenue(s) [Explain and identify amount(s)]: $ k. Total Housing Fund Deposits for this Project Area (add lines 3a(6). through 3j.): $ 478,802 California Redevelopment Agencies — Fiscal Year 1999-2000 Sch A (7/1/00) HCD-A Page 2 of 6 Exemption(s) 4. If an exemption was claimed on Line 3a(4) to deposit less than the required amount, complete the following information: N/A Current Resolution # Resolution Date: / / Date Resolution with facts sent to HCD: / / mo day yr mo day yr Check only one of the Health and Safety Code Sections below providing a basis for the exemption: ❑ Section 33334.2(a)(1): No need in community to increase/improve supply of lower or moderate income housing. O Section 33334.2(a)(2): Less than 20% set -aside is sufficient to meet the need. ❑ Section 33334.2(a)(3): Community is making substantial effort equivalent in value to 20% set -aside and has specific contractual obligations incurred before May 1, 1991 requiring continued use of this funding. Agency Name: LOS GATOS REDEVELOPMENT AGENCY Project Area Name: Central Los Gatos Redevelopment Project Note: Pursuant to Section 33334.2(a)(3)(C), this exemption expired on June 30, 1993. Contracts entered Into prior to May 1, 1991 may not be subject to the exemption sunset. Date initial finding was adopted: / / Resolution # _ Date sent to HCD / / mo day yr mo day yr ❑ Other: Specify code section and reason: Deferral(s) 5. a. If you are deferring the set -aside, indicate the reason. Check only one of the below Health and Safety Code Section boxes: ❑ Section 33334.6(d): Project was approved before 1986 and tax increments are needed to meet existing obligations. Note: The previous allowable deferral under Section 33334.6(e) expired. It was only allowable in each fiscal year prior to July 1, 1996 with certain restrictions. Date initial finding was adopted: / / Resolution # Date sent to HCD mo day yr 0 Other: Specify code section and reason: b. When was current year finding adopted for any deferral claimed in 5.a.? / N/A mo day Identify Resolution # Date Resolution sent to HCD: / / mo day yr c. A deferred set -aside pursuant to Section 33334.6(d) constitutes an indebtedness to the Housing Fund equal to the amount of the set -aside being deferred. Summarize the amount(s) of set -aside deferred during this fiscal year and cumulatively: N/A mo day yr N/A Yr Fiscal Year Amount Deferred This Reporting FY Amount of Prior FY Deferrals Repaid During Reporting FY Cumulative Amount Deferred (Net of Any Amount(s) Repaid) 98/99 99/00 $ $* * * The cumulative amount of deferred set -aside should also be shown on Schedule C, Line 66. If the FY 98/99 cumulative deferral shown above differs from what was reported on the last HCD report, indicate the amount of difference and the reason: Difference: $ Reason: California Redevelopment Agencies — Fiscal Year 1999-2000 Sch A (7/1/00) HCD-A Page 3 of 6 Agency Name: LOS GATOS RED);VRLOPMENT AGENCY Project Area Name: Central Los Gatos Redevel oopment Deferral(s) (continued) 5. d. Section 33334.6(g) requires any agency which defers set -asides to adopt a plan to eliminate the deficit in subsequent years. If this agency has deferred set -asides, has it adopted such a plan? Yes ❑ No ❑ If yes, by what date is the deficit to be eliminated? N/A mo day yr If yes, when was the original plan adopted for the claimed deferral? / / mo day yr Identify Resolution # Date Resolution sent to HCD _ _J / mo day yr When was the last amended plan adopted for the claimed deferral? _� / mo day yr Identify Resolution # Date Resolution sent to HCD mo day yr Housing Units Lost and Households Displaced 6. a. Pursuant to Sections 33080.4(a)(1) and (a)(3), report the number of dwelling units and bedrooms destroyed or removed from this project area as a result of redevelopment activities; the number of above moderate units or bedrooms the agency is Lot required to replace; and the income category and type of households permanently displaced from the project area during the fiscal year. N/A Number Income Level VL L M v AM Total Households Permanently Displaced —Elderly Households Permanently Displaced - Non Elderly Households Permanently Displaced — Total Units Lost (Removed or Destroyed, and Required to be Replaced) Bedrooms Lost (Removed or Destroyed, and Required to be Replaced) Above Moderate Units Lost That Agency is Not Required to Replace Above Moderate Bedrooms Lost That Agency is Not Required to Replace 1 b. Pursuant to Sections 33080.4(a)(1) and (a)(3), report the number of households permanently displaced as a result of redevelopment activities other than the destruction or removal of dwelling units and bedrooms from this project area; and the income category and type of households displaced from the project area during the fiscal year. N/A Number Income Level VL L M AM Total Households Permanently Displaced - Elderly Households Permanently Displaced - Non Elderly Households Permanently Displaced - Total c. Identify each replacement housing plan adopted that is related to permanent displacement, destruction or removal of dwelling units or bedrooms during the fiscal year and identified in paragraphs in 6a. and 6b. as follows: N/A Date _/ / mo day yr Date / / mo day yr Date mo day yr Name of Agency Custodian Name of Agency Custodian Name of Agency Custodian Please attach a separate sheet of paper listing any additional housing plans adopted. California Redevelopment Agencies — Fiscal Year 1999-2000 Sch A (7/1/00) HCD-A Page 4 of 6 Agency Name: LOS GATOS REDEVELOPMENT AGENCY Housing Units Lost and Households Displaced (continued) Project Area Name: Central Los Gatos Redevelopment Project 7. a. As required in Section 33080.4(a)(2), estimate the type and number of households, by income category, to be permanently displaced from this project area during the next reporting period (Fiscal Year 1999-2001): N/A Number of Hou Income Level VL L M AM Total Households Permanently Displaced -Elderly Households Permanently Displaced - Non Elderly Households Permanently Displaced - Total b. Identify each replacement housing plan adopted that is related to permanent displacement, destruction or removal of dwelling units or bedrooms during the next reporting period and identified in paragraph 7a. as follows: N/A Date / mo day yr Date mo day yr Date mo day yr Name of Agency Custodian Name of Agency Custodian Name of Agency Custodian Please attach a separate sheet of paper listing any additional housing plans adopted. New or Substantially Rehabilitated Dwelling Units Developed Within This Protect Area From Activities of Other Proiect Area(sl 8. Pursuant to Section 33413(b)(2)(A)(v), agencies may choose one or more project areas to fulfill another project area's requirement to construct new or substantially rehabilitate dwelling units, provided the agency conducts a public hearing and finds, based on substantial evidence, that the aggregation of dwelling units in one or more project areas will not cause or exacerbate racial, ethnic, or economic segregation. Were any dwelling units in this Project Area developed to partially or completely satisfy another project area's requirement to construct new or substantially rehabilitate dwelling units? N/A ❑ No. ❑ Yes. Date initial finding was adopted? _(_/ Resolution # Date sent to HCD: / / mo day yr Name of Other Project Area(s) VL mo day yr Number of Dwelling Units AM Total California Redevelopment Agencies — Fiscal Year 1999-2000 Sch A (7/1/00) HCD-A Page 5 of 6 Agency Name: LOS GATOS REDEVELOPMENT AGENCY Project Area Name: Central Los GatosARedevelopment eny Sales of Owner -Occupied Units Prior to the Expiration of Land Use Controls 9. Section 33413(c)(2)(A) specifies that pursuant to an adopted program, which includes but is not limited to an equity sharing program, agencies may permit the sales of owner -occupied units prior to the expiration of the period of the land use controls established by the agency. Agencies must deposit sale proceeds into the Low and Moderate Income Housing Fund and within three (3) years from the date of unit sales, expend funds to make affordable an equal number of units at the same income level as the units sold. N/A a. Did the agency permit the sale of any owner -occupied units during the reporting year? ❑ No. ❑ Yes. Total Proceeds of Sales Deposited Units Number of Income Level VL L Total Number of Units b. Did the agency expend funds in the reporting year to make affordable an equal number of units sold within three years? ❑ No. ❑ Yes. Total LMIFIF Funds Expended $ Number of Units Income Level VL L M Total FY 98-99 Sold Units Equally Made Affordable FY 97-98 Sold Units Equally Made Affordable FY 96-97 Sold Units Equally Made Affordable Affordable Units to be Constructed Within the Next Two Years 10. Pursuant to Section 33080.4(a)(I0), report the number of very low, low, and moderate income units to be financed by any federal, state, local, or private source and constructed inside the project area, within the next two years, pursuant to an executed contract or agreement. Also include the estimated completion date of these future units and the amount of funds, if any, that have been designated and budgeted. DO NOT REPORT ANY UNITS SHOWN ON HCD-A, Line 9, HCD-B, Line 3 OR SCHEDULE HCD- Ds. Name of Project and/or Contractor Execution Date Estimated Completion Date Amount Designated [Sch C, Line Sb(31(a)] VL L M Total flahitat for Humanity 6/19/00 Fall 2001 : 310,OQ0 1 1 Please attach a separate sheet of paper listing any additional housing plans adopted. California Redevelopment Agencies — Fiscal Year 1999-2000 Sch A (7/1/00) HCD-A Page 6 of 6 SCHEDULE HCD-C Agency -wide Activity for Fiscal Year Ended 6 / 30 / 00 Agency Name: Los Gatos Redevelopment Ageagty. Santa Clara Preparer's Name, Title: Bud N. Lortz, Redev. Mg>aparer's E-Mail Address: blortz@town.los—gatos. ea.us Preparer's Telephone No: (408) 354-6867 Low & Moderate Income Housing Funds Preparer's Facsimile No: (408) 354-7593 Report on the "status and use of the agency's Low and Moderate Income Housing Fund." Most information reported here should be based on that reported to the State Controller. When applicable, use <$> for negative amounts or amounts to be subtracted. 1. Beginning Balance (Use "Net Resources Available" from last year's Line 4 on HCD-C) a. If Beginning Balance requires adius_tment(s), identify the reason and amount for each adjustment: Rounding $ (1) $ b. Total Adjustment(s) (indicate whether positive or <negative>) $ (1 _nn) c. Adjusted Beginning Balance [Beginning Balance plus + or minus <-> Total Adjustment(s)] $ 807,726 $ 807, 725 2. Project Area(s) Receipts and Agency Other Revenues a. All Project Areas. Total Housing Fund Deposits [Sum of amount(s) from Line 3k.,HCD-A(s)] $ 478,802 b. Other revenues not reported on Schedule HCD-A(s) [Identify source(s) and amount(s)]: $ $ c. Total Agency Other Revenues $ —0- 3. Total Resources (Line lc. + Line 2a + Line 2c.) $ 1,286,527 NOTES: Many amounts to report as Expenditures and Other Uses (beginning on the next page) should be taken from the Annual Report of Financial Transactions of Community Redevelopment Agencies that is submitted to the State Controller's Office (SCO). Line items shown on the SCO report are shown as italicized line numbers within parenthesis (SCO Line #) at the end of applicable HCD-C line items comprising Expenditures and Other Uses. Transfers -out to other internal funds: Report the specific use of any transferred funds on applicable HCD-C lines 4a.-k. For example, transfers from the Housing Fund to the Debt Service Fund for the repayment of debt should be reported on the applicable item comprising Line 4c. Any transfers out of the Agency (for example: the transfer of excess surplus funds to a county Housing Authority) should be reported in line 4j(3). Other Uses: Non-GAAP (Generally Accepted Accounting Principles) recording of expenditures such as land purchases for certain agencies using the Land Held for Resale method to record land purchases shduld be reported on HCD-C Line 4a(1). Money spent on loans from the Housing Fund should be included in lines 4b., 4f., 4g. and 4h. as appropriate. The statutory cite pertaining to Community Redevelopment Law is provided for preparers to review to determine the appropriateness of Low and Moderate Income Housing Fund (LMIHF) expenditures and other uses. HCD does not represent that line items identifying any expenditures and other uses are allowable. CRL is accessible on the Internet [website: http://www.leginfo.ca.gov/ (California Law)J beginning with Section 33000 of the Health and Safety Code. California Redevelopment Agencies - Fiscal Year 1999-2000 Sch C (7/1/00) HCD-C Page 1 of 8 Agency Name: LOS GATOS REDEVISLOPMENT AGENCY 4. Expenditures and Other Uses a. Acauisition of Property/Building Sites [33334.2(e)(1)] & Housing Acquisition [33334.2(e)(6)]: (1) Real Estate Purchases (SCO Line 17) $ (2) Acquisition Expense (SCO Line 20) $ (3) Operation of Acquired Property (SCO Line 21) $ (4) Relocation Costs (SCO Line 22) $ (5) Relocation Payments (SCO Line 23) $ (6) Site Clearance Costs (SCO Line 24) $ (7) Disposal Costs (SCO Line 26) $ (8) Other [Explain and identify amount(s)]: $ $ (9) Subtotal Acquisition of Property/Building Sites (Sum of Lines 1 — 8) $ b. Subsidies from Low and Moderate Income Housing Fund (LMIHF): (1) 1" Time Homebuyer Down Payment Assistance $ (2) Rental Subsidies $ (3) Purchase of Affordability Covenants [33413(b)2(B)] $ (4) Other [Explain and identify amount(s)]: Miles Avenue Affordable $i94,879 Housing Project $ $ $ —0— (5) Subtotal Subsidies from LMIHF (Sum of Lines I — 4) $ 194,879 c. Debt Service [33334.2(e)(9)1: (1) Debt Principal Payments $ (a) Tax Allocation, Bonds & Notes $ (b) Revenue Bonds & Certificates of Participation $ (c) City/County Advances & Loans $ (d) U. S. State & Other Long —Term Debt $ (2) Interest Expense (SCO Line 29) $ (3) Debt Issuance Costs (SCO Line 31.1) $ (4) Other [Explain and identify amount(s)]: (5) Subtotal Debt Service (Sum of Lines 1 — 4) $ d. Planning and Administration Costs [33334.3(e)(1)h (1) Administration Costs (SCO Line I4c) $ 83.508 (2) Professional Services (non project specific) (SCO Line 15c) $ 619 (3) Planning, Survey/Design (non project specific) (Line 16c) $ (4) Indirect Nonprofit Costs [33334.3(e)(1)(B)] $ (5) Other [Explain and identify amount(s)): $ $ $ (6) Subtotal Planning and Administration (Sum of Lines 1 — 5) $ 84, 127 Califomia Redevelopment Agencies - Fiscal Year 1999-2000 Sch C (7/1/00) HCD-C Page 2 of 8 Agency Name: LOS GATOS REDEVELOPMENT AGENCY 4. Expenditures and Other Uses (continued) e. On/Off-Site Improvements [33334.2(e)(2)] $ f. Housing Construction [33334.2(e)(5)] $ g. Housing Rehabilitation [33334.2(e)(7)], (Line 27c) $ h. Maintenance of Mobilehome Parks [33334.2(e)(10)J $ i. Preservation of At -Risk Units [33334.2(e)(11)J $ J• Transfers Out of Agency (1) For Use Outside Community (33334.17) $ (2) For Transit Village Development Plan (33334.19) $ (3) Excess Surplus [33334.12(a)(1)(A)] $ (4) Other (code section authorizing the transfer and amount) A. Section $ B. Section $ C. Section $ $ (5) Subtotal Transfers Out of Agency (Sum of Lines 1-3 and 4A. — 4C.) $ —0— k. Other Expenditures and Uses [Explain and identify amount(s)]: $ $ Uses Subtotal Other Expenditures and $ —0- 1. Total Expenditures and Other Uses (Sum of lines 4a.-k.) S 279,006 5 Net Resources Available [End of Year] [Line 3. (Total Resources) minus Line 4.1. (above)] $ 1,007,521 6. Other Housing Fund Assets (not included as part of Line 5, above) a. Value of Land Purchased with Housing Funds and Held for Development of Affordable Housing $ —0— b. Indebtedness from Deferrals of Tax Increment Set -asides (Sec. 33334.6) $ [refer to Line 5c of Sch-A(s)]). c. Loans Receivable for Housing Activities $ d. Residual Receipt Loans (structured for periodic and fluctuating payments) e. ERAF Loans Receivable (all years) (Sec. 33681) $ f. Other Assets [Explain and identify amount(s)]: $ g. Total Other Housing Fund Assets (Sum of lines 6a.-f.) $ -0_ 7 TOTAL FUND EQUITY [Line 5 (Net Resources Available) + 6g (Total Other Hsg Fund $ •Assets] 1,007,521 Compare Line 7 to the amount below from SCO Line 39c (Balance Sheet of Annual Report of Financial Transactions of Community Redevelopment Agencies. [Explain differences and identify amount(s)]: ENTER AMOUNT FROM LINE 39c FROM THE SCO's BALANCE SHEET $ $ $ California Redevelopment Agencies - Fiscal Year 1999-2000 Sch C (7/1/00) HCD-C Page 3 of 8 Agency Name: LOS GATOS REDEVELOPMENT AGENCY Excess Surplus Determination Pursuant to Section 33080.7, report any excess surplus funds (as defined in Section 33334.12(g)(1)). Excess surplus exists for the current reporting year, if the Adjusted Balance [Schedule HCD-C, Line 8b.(5)] of the agency's prior year 1998/99 reporting forms exceeds the greater of: (1) $1,000,000 or (2) the aggregate amount of tax increment deposited into the Fund during the prior four fiscal years. [See the below Table (Line 8a.) for this reporting year]. "Encumber" means committing funds pursuant to a legally enforceable contract or agreement for expenditure for authorized redevelopment housing activities [Section 33334.12(g)(2)]. In accordance with Section 33334.12(g)(3)(A) and (B), the unencumbered balance may be adjusted to account for any remaining revenue added from debt proceeds and the difference between the sales price of land for affordable housing and its fair market value. 8. Excess Surplus: a. Fill in the below table to calculate and track your agency's excess surplus amount(s) for applicable fisca years. Fiscal Year Total Tax Increment Deposits to Housing Fund Sum of Tax Increment Deposits in Housing Fund in Prior Four FYs Adjusted Balance as of 7/1/99* Excess Surplus Balance for Each FY as of 7/1/99 FY 99-00 Amount Expended/Encumbere d Against Each FY's Excess Surplus as of 6/30/00 Remaining Excess Surplus for Each Fiscal Year as of 6/30/00 95-96 $ 118 20 � 7 h � k fis-. h 5-4�� �G ._ iF..t [r.�,'it�,R rah ` 4 x ' t.r $ $ 96-97 $ 158,00 it Y t, a - ° � �ri r .q b a' y� $ $ $ 97-98 $r 226,60� �:.,� �t kcyr" , $ $ $ 98-99 $571 301 7 '' ,, .� .�.,;E''^„ a.4"y P �f $ $ $ 99-00 • `%': R_. _.i ... �'' tt r 074 100 7 f $807 700 7 $ $ $ * Adjusted Balance at the beginning of FY 99-00 is equal to the amount reported last year on HCD-C, Line 8b(5). b. Reporting Year End Unencumbered Balance and Excess Surplus Determination: (1) Net Resources Available (from Line 5 on previous page): $ 1,007,521 (2) Total Encumbrances (End of Year). See Section 33334.12(g)(2) for a definition. Identify the amount of Line 8b(1) that was encumbered per agreement or contract by the end of the reporting year): $ (3) Unencumbered Balance (End of Year) [Line 8b(1) minus Line 8b(2)] $ 1,007,521 Detail of Unencumbered Balance [Line 8b(3)1. No designation results in all of Line 8b(3) as undesignat (a) Designated Amount of Line 8b(3). Portion budgeted for intended project use Refer to item 10 on applicable HCD Sch-A(s) and item 3 on HCD Sch-B (b) Undesignated Amount of Line 8b(3). Portion not budgeted and currently available $310,000 $697,521 (4) If eligible to adjust the Unencumbered Balance (End of Year) complete the applicable Adjustment(s) below: (a) Debt Proceeds [33334.12(g)(3)(B)]: Note: Only include unspent portion of debt proceeds and related income remaining at reporting year end (b) Land Conveyance [Sale/Grant/Lease loss from fair market value of LM13-ff acquired land, if 49% or $ more of built or rehabilitated units are affordable to lower -income households (33334.12(g)(3)(A))]: (5) Adjusted Balance [Line 8b(3) minus 8b(4) and 8b(5)] $1, 007 , 521 Note: Adjusted Balance is the 7/1/2000 amount to use in the calculation of next year's excess surplus c. If you reported an excess surplus for the current reporting year, briefly summarize the agency's plan (specified in Section 33334.10) for transferring, encumbering, or expending excess surplus: d. If the plan described in 8c. was adopted, enter the date the plan was adopted: mo California Redevelopment Agencies - Fiscal Year 1999-2000 Sch C (711100) day Yr HCD-C Page 4 of 8 Agency Name: Los Gatos Redevelopment Agency Miscellaneous Uses of Funds 9. If an amount is reported in 4e., pursuant to Section 33080.4(a)(6), report the total number of very low-, low-, and moderate - income households that directly benefited from expenditures for onsite/offsite improvements which resulted in either new construction, rehabilitation, or the elimination of health and safety haiards. (Note: If line 4e. of this schedule does not show expenditures for improvements, no units should be reported here.) Income Level Households Constructed (being) Households Rehabilitated Households Benefiting from Elimination of Health and Safety Hazard Duration of Deed Restriction Very Low 12 50 years Low Moderate 10. If the agency is holding land for future housing development (refer to Line 6a), summarize the acreage (round to tenths, do not report square footage), zoning, date of purchase, and the anticipated start date for the housing development. n/a Site Name/Location* No. of Acres Zoning Purchase Date Estimated Date Available Comments Please attach a separate sheet of paper listing any additional sites not reported above. 11. Section 33334.13 requires agencies which have used the Housing Fund to assist mortgagors in a homeownership mortgage revenue bond program, or home financing program described in that Section, to provide the following information: a. Has your agency used the authority related to definitions of income or family size adjustment factors provided in Section 33334.13(a)? Yes ❑ No ❑ Not Applicable [I b. Has the agency complied with requirements in Section 33334.13(b) related to assistance for very low-income households equal to twice that provided for above moderate -income households? Yes ❑ No ❑ Not Applicable 51 California Redevelopment Agencies - Fiscal Year 1999-2000 Sch C (7/1/00) HCD-C Page 5 of 8 Agency Name: Los Gatos Redevelopment Agency 12. Did the Agency use non-LMIHF funds as matching funds for the Federal HOME or HOPE program during the reporting period? YES NO[j If yes, please indicate the amount of non-LMIHF funds that were used for either HOME or HOPE program support. HOME $ HOPE $ 13. Pursuant to Section 33080.4(a)(11), the description of the agency's activities must include the date and amount of all LMIHF deposits and withdrawals during the reporting period. To satisfy this requirement, the Agency should keep deposit and withdrawal information on hand to be submitted, upon request, to HCD or any member of the public. Has your agency made any deposits to or withdrawals from the LMIHF? Yes ❑ No ❑ If yes, identify the document(s) describing the agency's deposits and withdrawals by listing for each document, the following (attach additional pages of similar information as necessary): Name of document: Date of document: Name of Agency Custodian: Custodian telephone number: Where to obtain a copy: Name of document: �—J mo day yr Date of document: / mo day yr Name of Agency Custodian: Custodian telephone number: Where to obtain a copy: 14. Use of Other Redevelopment Funds for Housing Please briefly describe the use of any non-LMIHF redevelopment funds (i.e., contributions from the other 80% of tax increment revenue) to construct, improve, assist, or preserve housing in the community. N/A 15. Sueeestions/Resource Needs Please provide suggestions to simplify and improve future agency reporting and identify any training, information, and/or other resources, etc. that would help your agency to more quickly and effectively use its housing or other funds to increase, improve, and preserve affordable housing? None Califomia Redevelopment Agencies - Fiscal Year 1999-2000 Sch C (7/U00) HCD-C Page 6 of 8 Supplement to the Annual Report of Community Redevelopment Agencies Redevelopment Agency ID Number 43493000 Name of Redevelopment Agency Los Gatos Redevelopment Agency Address 110 E. Main Street City, State, Zip Los Gatos. CA 95010 The U. S. Bureau of the Census requests the following information about the fiscal activities of your government for the 1999-00 fiscal year. Governments furnishing this information will no longer receive U. S. Bureau of the Census Form F-32, Survey of Local Government Finances. If you have any questions, please contact: U. S. Bureau of the Census Jeff Little 1-800-242-4523 A. Personnel Expenditures Report your government's total expenditures for salaries and wages during the year, including amounts paid on force account construction projects. ZOO B. Mortgage Revenue Bond Interest Payments $ 953.171.00 Report your government's total amount of interest paid on mortgage revenue bonds during the year. U20 $ 0.00 C. Cash and Investments held at the End of the Fiscal Year Report separately for each of the three types of funds listed below, the total cash on hand and on deposit and investments in Federal government, Federal agency, State and local government and non -governmental securities. Report all investments at par value. Include in the sinking fund total any mortgages and notes receivable held as offsets to housing and industrial financing loans. Exclude accounts receivable, value of real property and non -security assets. 1. Sinking funds - Reserve held for redemption of long-term debt. WO1 $1,482,533.00 2. Bond funds - Unexpended proceeds from the sale of bond issues held pending disbursement. W31 $ 0.00 3. All other funds - Exclude employee retirement funds. W61 $1,620,163.00 US Bureau of Census - Revised 6/00 FISCAL OFFICER PHONE Michelle Braucht (408 354-6828 AGENCY OFFICIALS EXECUTIVE OFFICER PHONE Debra Figone (408 354-6832 MEMRFR Steve Glickman MEMBER Sandy pecker MEMBER Randy Attaway Q! or m E \ N $ H. MEMBERS OF THE GOVERNING BODY CHAIRPERSON MEMBER Steve Blanton , \ § § \ \ Po ) - 0 , § 9 ; \ = r ) 7 \ • ) / /\ \ ) Z j 0 \ \ ) 22 / \ 9 n @ K ! 2 c\ k .. / ° \ ( \ ( ° k ; '� \ ° ( 0 z en ) 0 STATE USE ONLY n 0 0.1 S [ � § ! 2 < 4 M STREET ADDRESS 1670 Riviera Avenue, #100 (CONTACT PERSON PHONE- (CONTACT PERSON) FIRM NAME INDEPENDENT AUDITOR MAZE & ASSOCIATES NAME U -- --- TITLE Debra Figone Executive Director SIC DIRECTOR DATE CITY STATE Zip CODE Los Gatos CA 95031 STREET ADDRESS 110 E. Main Street PO Box 949 REPORT PREPARED (CONTACT PERSON) PHONE -(CONTACT PERSON) BY;Bud N. Lortz (+08) 354-6867 § ) [ ^ § ) ( § @ 0 H m c al rt o§ f .. —` ) b 2 ! 'MENT AGENCIES MATION LOPME-NT AGENCY (HAS CODE 33100) TTY DEVELOPMENT COMMISSION IE 34110) 5k a Clara 43493000 REDEVELOPMEt TOWN OF LOS G P. O. BOX 949 LOS GATOS, CA }/ r- f ] 2 0 m a PAGE ¥ L_- STATE USE ONLY VG BODY MEMBERSHIP iD OF SUPERVISORS COUNCIL OTHER I m Q 1/40 u:m Q ¢/ 0 - 0 0 0 w $ 2 § • 0 4 tD F-+ 0 Design work for street beautification rt rD ITYPES COMPLETED (A-F ONLY) f 7 ENTER THE APPROPRIATE CODES TO INDICATE EACH TYPE OF PUBLIC FACILITY COMPLETED THIS YEAR. ENTER THE NUMBER OF JOBS CREATED FROM THE ACTIVITIES OF THE AGENCY, EITHER ACTUAL OR ESTIMATED. I 6 cif x4 TOTAL SQUARE FOOTAGE OTHER BUII.DINGS PUBLIC BUILDINGS INDUSTRIAL BUILDINGS COMMERCIAL BUILDINGS ENTER THE AMOUNT OF SQUARE FOOTAGE COMPLETED THIS YEAR BY BUILDING TYPE AND SEGREGATED BY NEW OR REHABILITATED CONSTRUCTION. p '01. (11 A W N ►+ 44. NEW CONSTRUCTION SQUARE FOO A V. 144 44,,,of.a. 4r REHABILITATED TAGE COMPLETED IB • ` 1 'T°n�j JS l'€I, y • � •d . y 31i a .' .r. . A.4,-.01:1:, ,r,_: :its: I ... 00/0£/9 7 GHGNHIIVRx'ivDsu N (000z/9 Aga) OS si of -,LOOK 31.9 ,11YODN1 .LIanV 3DMV17dNWOD m SNO1.Ld3DX3 ON D4 a3InP1vnbNn tnanv 3H.L 30 MOD En z O V 11NIEIIS n0A GIG D4 rn m H 01,11.0 z O n n o r z Cw C7 0 vaS ce CA 0 r cn rOn qrq 0 'N3n1O NOSV37! 9H1 A"133RIA OTHER THAN UNQUALIFIED, STATE SVM NOIN1dO llanV 3H.L 31 No1NLd0 .L1anV rri n LLH 1dwODN1.LIafV f1Iid 1VnbNn 113INIV'IDSIO AdOD V 1 cb O 0 NIO113 GE IVd32Id f1OdH21 3H.L SVM O 0 z O 0 d A"INO 3Sn H LK,Ls TOTAL ASSETS & OTHER DEBITS (MUST EQUAL PAGE 04, LINE 40) AMOUNT TO BE PROVIDED FOR PAYMENT OF LONG-TERM DEBT AMOUNT AVAILABLE N DEBT SERVICE FUND o EDGED ASSETS LAND. STRUCTURES & U4PROVEMENTS INVESTMENT -LAND HELD FOR RF44I F ALLOWANCE FOR DECLINE IN VALUE OF LAND HELD FOR RESALE DUE FROM SPECIAL REVENUEIOTHER FUNDS DUE FROM LOW/MODERATE INCOME HOUSING FUND m F m 5 DUE FROM CAPITAL PROTECTS FUND UNEARNED FINANCE CHARGE 1 P ` LOANS RECEIVABLE CONTRACTS RECEIVABLE ACCRUED INTEREST RECEIVABLE ACCOUNTS RECEIVABLE TAX INCREMENTS RECEIVABLE CASH WITH FISCAL AGENT CASH & IMPREST CASH ASSETS & OTHER DEBITS .N. O ••0 o CO J o T �- O, b NI o A 0 W o N 0 r o O o ,0 c 00 o -4 c a o LA 0 A 0 W 0 IV o o...0 0 ON }}b Jb • s 623,596 CAPITAL PROJECTS FUNDS ~ VD O CT '',t. .A ,s ,�,.. ' ry i' / 4 ; 4jr5., e; ' far°£.rrw°ti.„ . 1,1 zro 74 ", + +Sp' :C 0 a',te a y. { 4�:- r Y VI La 440,001 s 1,482,533 y Ii v , tk.y+_�'r?t; 1 � tiA Y '. Off+ LOW/MODERATE INCOME HOUSING FUNDS H O 69 mH N LA1 N O 0 2,033,400 286,600 1 • I �'1 I(r s. (17a '� .4 ,, T.,.y '.�( ^sk tr�ey41. SPA 1 'H ..<i uf;' +tt � r{A 1'j!:M �. LL ,/ '- yJt' } �: lli rr+4 4.tn(�,��� ',A,'''' ^� �y T' 4.� 4 it .1 i,•1-4 41i .� l7i�4 r ' 4g ` y 4a ✓!" gC�,,{s iC 'Y 4 �i hM.l . fa.. i. wr j4 1 j' � Ti )- i; *fir .� d f,1�ir rf}., �firi ft 4 aql, p fy i.1Ti t. Y. y i .. AA,. }w. i e • i 'M1...71, a✓'ihi`ytis• _ 7 < , J ^a ,y .i o r �'(' .1. a y .1 �, 0, .1 %.• ' •�I + ,. 4f I f}� k'Y r Y ,, f`;. t. �i I a '� l F• v \' y «„,, rt ' 4• 'i'i C.i1m>{C z Ci ^,,,1I �-+ ei, ` r; s4,067,708 o,. to ? ,".:,.- rG 1,. • • • 4 iit Is 4,067,708 r ( & :7s . ..kid it ' C 1 7;,..#r.+.�ta�r0!.ri Y -i.N"i it GIv ? r .� Jule' • �i' 3 , y 6 L l �.LL w , E e' l , 1 r �+ ri 4 d , , • ` 1 1 _ r '� ,p� 'jl tCY ';;1'S�1IA � `(1"^1W"' s r R , y �. },r",,,'��j, . j": Z++i'. GENERAL FIXED ASSETS VD N u:ir 2,033,400 I r C O ...4iO 0 co 1 4 440,001 fr V kei C+ i P SOI 9 SO`I TOTAL LIABILITIES OTHER CREDITS & EQUITIES TOTAL EQUITIES (MUST EQUAL PAGE 05. LINE 51) FUND BALANCE UNRESERVED-UND ES IG N ATE D FUND BALANCE UNRESERVED.DESIGNATED FUND BALANCE RESERVED �1' r3 n r OTHER LONG-TERM DEBT P r' O i z A Y m REVENUE/OTHER FUNDS TAX ALLOCATION BONDS PAYABLE DUE TO LOW/MODERATE INCOME HOUSING FUND JI DUE TO DEBT SERVICE FUND DUE TO CAPITAL PROJECTS FUND OTHER LIABILITIES LOANS PAYABLE TAX ANTICIPATION NOTES PAYABLE ACCOUNTS PAYABLE 1 LIABILITIES & OTHER CREDITS .ia O o ,...., .0 O ,... 00 o W v 0 W 0 0 W N 0 r,,, a.'a Y' '.;�. ;nt W O W W o w N.--. c W W O o 0 N •O o N 00 c NNN o O. o LA c A c W o N N O 01 N W VI 01 IS 550,341 6n Lri I, j �� 6iEVI sty „ff e$0. kV • Zt: s ri ! �t •�''cZ`.` W N Fr- 3 w } '.'��•, y. it H V W N CAPITAL PROJECTS FUNDS VD V L". 0 Q1 CO• I 01 0 ON N Q• 0, : _ ,0 .r ts• r ' '1 •• - i!tinn +t1.^ j' , Vim.::- ,y •CJ�,�s``•i, a1 V ON OY , • 3 M1 a T •0 D:6 DOm Co ., N V ti �^ O o m -1 H 1.a. 0 0 V LA N r H }a O 0 V LI1 N �-- H I.., 0 V L.i . qy; . ?ye*' ,r4,—,4)40 c - t 4_ w , t ^. ar ''s'L , n - Vi + ' r . m fA LOW/MODERATE INCOME HOUSING FUNDS b I IL I ` f 1• ri'j I I 44 < O g s 2,320,000 Ww :• ti'•/ :4 i 11 �'i n 4p' ., ,1 w ✓� ' +{t F r. v`4^'64•i`= t .4 i ei k i s 2,320,000 N O O r 4 ly , t' 4r ti i 'r •- i"> f f ` H ,t o n C` V V $4,067,708 •R • , Y • ra I .fO 4 ?'r' k V ,'i1^ � I�ZZp }}RY '' ` 9t a fiL . }_O E1 i + • .. ,,,,, "y: .. ceg • qT At,t4 '4 ,...,A,(� Y i _ A,=:2tx 1jry.A�rS • T<.,. .i y i` _ � f� IY1' • fi `'rye jSf !. 4r-'r4"` ;e.,- ,. LtIi rn m N V Co tp V N V 1--, 0 0b 1,844,462 s4,067,708 ;. 7. o e'+; r 0 , «p; Jh. --,a ' 1s 4,080,721 bwo O O 0 bbb ON ;0 r--e CCp bb ot �f CO W i J1 In O z t>" 0 c!i EXPENDITURES SUB -TOTAL (CARRY TO LINE 19) / ) \ @ § PLANNING, SURVEY & DESIGN I! PROFESSIONAL SERVICES ADMINISTRATION COSTS TOTAL REVENUES �Yr • .,t%�.+G" ux ��sa~7ixu.:tr:ra�dr EXPENDITURES OTHER REVENUES BOND ADMINISTRATIVE FEES GRANTS FROM OTHER AGENCIES FEDERAL GRANTS ;) ($ / (� SALE OF REAL ESTATE LEASE INCOME RENTAL INCOME R ] / TRANSIENT OCCUPANCY TAX SALES & USE TAX PROPERTY ASSESSMENTS SPECIAL SUPPLEMENTAL SUBVENTION TAX INCREMENT -GROSS (INCLUDE ALL APPORTIONMENTS) o=_ • \; c _\ - b 0 0- 0 0 0 0 6 c b_ _= I234,939 N CO. 0 - 140,415 - 0 . , ]`§ cn ®I _ _ 2,278,660 LI9`SST vt v Q ]2k «D® _ C 8 . / .4 0 , 4 o LOW/MODERATE INCOME DOUSING *FUNDS _ _ \ : / ,A.- -..,, 4w _ }} _ § \ / `/! _ c _ 234,939 Q _ F. _ . • • / ., ! !. (\ / Vra Sr.. / irlO ! , , ? I ? 1 1 I f , 1 350,222 I f i ? _ N \ w k Q TOTAL / t § CPI F o $ TOTAL EXPENDITURES U. S., STATE, & OTHER LONG-TERM DEBT cITV/COUNTY ADVANCES & LOANS !, REVENUE BONDS & CERTIFICATES OF PARTICIPATION DEBT PRINCIPAL PAYMENTS: TAX ALLOCATION BONDS & NOTES OTHER EXPENDITURES INCLUDING PASS THROUGH PAYMENT(S) DEBT ISSUANCE COSTS SUBSIDIES TO LOW & MODERATE INCOME HOUSING FIXED ASSET ACQUISITIONS N m REHABILITATION GRANTS REHABILITATION COSTS DECLINE IN VALUE OF LAND HELD FOR RESALE LOSS ON DISPOSITION OF LAND FIELD FOR RESALE DISPOSAL COSTS PROJECT IMPROVEMENT/ CONSTRUCTION COSTS SITE CLEARANCE COSTS RELOCATION PAYMENTS RELOCATION COSTS OPERATION GE ACQUIRED PROPERTY ACQUISITION EXPENSE SUB -TOTAL (FROM LINE 18) EXPENDITURES (CONT) `In order to ensure consistency, the amounts reported in the Lou' and Moderate Income Housing Fund should forin the basis for the [data reported to the Department of Housing and Community Development on Schdedules HCD-A and HCD-C. W •••1 O W CT O W CH O W .A. O W w O W N O W --- W r O W O O N ..O O N CO O N V O N T N PJ ON �— N O, O N LA O tJ A O N W O N N O N ,- O N O O �p • O H OO ON 0 223,432 H CAPITAL PRQTECIS FUNDS H p • H+ 4 ON r—+ r Ln CO iW V, 1-+ v W 00 0 0-,bo CO r A W H DEBT SERVICE FUNDS H v r ON u CO H LOW/MODERATE INCOME HOUSING *FUNDS H H P Vi o � N -t:il tr N N 1✓ N T 451,380 ,..D 1-+ kb CO I O I 418,143 N N w Y W N H TOTAL tr `41' r. C > c r0 a h1 r 'd 2 C1 m a Inn nF z �p In c > C g . o ct�� p C mcr' p o 3 rd ts7 t29 10 47_C - -xi d �me Oy C I=7 R. �+ •c yti'`.„ t�7 �?. yb "" '1.5 m.Cti t27 _sr� 0 + t� r Rnrn sZ CZ rl1. '„O`n gin n ,'y 0.3q , 0 .=...3r tsl Z Z ii n O Cd , O 0 3 0 O o C H 0>.�T C o o tm D . O -� �t k 2 X SF (�rTM H '2 o f Z1 f m < i zr f MISCELLANEOUS FINANCING cnl ,PrPC R IcrC1 t ' n .n > p I j > O yn PAYMENT TO REFUNDED BOND 1 rcronw ARPNT I a �_ n n ay o n z° EXCESS (DEFICIENCY) REVENUES OVER (TINDER EXPENDITURES OTHER FINANCING SOURCES (USES) PRnc1PRS nr 1 f]NG-TERM DEBT EXPENDITURE'S (CONT) u O N O O A vO O A fw O A -.l O A O, O A O .... ._ A A x 0 W ^' w O N O A ^ O O 0 ' �G N w �O W 'O O � 1 ' W ?° 0 0 W O W w _•' CA)"r V1 VI y _i-y r N V7 1 M "r.. N CO Q� N CAPITAL PROJECTS FUNDS COo. 0 O O s 652,225 H�••. rya} v 0 � V N .. VI - N . 11 -t `~ '. l'{'' : 4IVI Vf N tw Y<m orH y P1 h.d 0 0 w r 0 v NCA Nl. Y F ' • • (224,816) LOW/MODERATE INCOME HOUSING FUNDS n H H a:. Alt_ . •St+f ✓^ I 4�' ��•. ri 4y,�,.:/� V Y'tiw�J' fi,7�yT�� V+ ' V sue.. u SPECIAL REVENUE/OTHER FUNDS CVrej:v H w A '.'r• H . z Fii' 1424,612 (1,235,567 1,235,567 424,612 TOTAL i 341 _i109 APIk 090N71IVRA T VDSL1 000Z OE aunt ro rrr o M rP 7 < fD rt d� 0 �> r g 0 .15 0 rr-ro z �'zo1.5 0 03M31A3N AlN0 3Sf13IVLS OBJECTIVES OF THE PROJECT AREA AS SET FORTH IN THE PROJECT AREA PLAN. (ENTER THE APPROPRIATE CODES) IN SEQUENCE AS SNOWN). PERCENTAGE OF LAND DEVELOPED AT THE INCEPTION OF THE PROJECT AREA. HEALTH AND SAFETY CODE SECTION 33320.1 (X1LX%) PERCENTAGE OF LAND VACANT AT THE INCEPTION OF THE PROJECT AREA. HEALTH AND SAFETY CODE SECTION 33320.1 (XX.X%) SIZE OF PROJECT AREA IN ACRES. ESTABLISHED TIME LIMIT: NEW INDEBTEDNESS (YEAR ONLYJ ESTABLISHED TIME LIMIT: EFFECTIVENESS OF PLAN (YEAR ONLY) ESTABLISHED TAKE LIMIT: REPAYMENT OF INDEBTEDNESS (YEAR ONLY/ MOST RECENT DATE PROJECT AREA WAS MERGED. (w oD- ') DID THIS AMENDMENT ADD NEW TERRITORY? MOST RECENT DATE PROJECT AREA WAS AMENDED. (1.AMDo-YY) DATE PROJECT AREA WAS ESTABLISHED Central Los Gatos Redevelopment Project 1 Los Gatos Redevelopment Agency PLEASE AFFIX LABEL AND CORRECT IF NECESSARY AGENCY AND PROJECT AREA NAME o v n - 7e g 8 g C P'sA W N v ro r c o 441 NI O - ry D 2041 z - a Dd 0 z .... t --• * EXPENDITURES SUB -TOTAL (CARRY TO LINE l9) REAL ESTATE PURCHASES PLANNING, SURVEY & DESIGN PROFESSIONAL SERVICES to Z jd y .. M - TOTAL REVENUES OTHER REVENUES z o yo E z rn N GRANTS FROM OTHER AGENCIES FEDERAL GRANTS GAIN ON LAND HELD FOR RESALE SALE OF REAL ESTATE LEASE INCOME tom' z n o0 INTEREST INCOME TRANSIENT OCCUPANCY TAX SALES & USE TAX PROPERTY ASSESSMENTS SPECIAL SUPPLEMENTAL SUBVENTION REVENUES. TAX INCREMENT -GROSS (INCLUDE ALL APPORTIONMENTS) 1.0 In order to ensure consistency, the amounts reported in the Low and Moderate Income housing Fund should form the basis for the data reported to the Department ofHousinp and Community Dewtnnn.ent .....Cebdorb. . tote urn_e _ r tt"n i' T'w:tttt-II 6 6 6 to O A p ^- W f '06b N O 0 p COO, •--� 6 6 O to C -0. •--• A O W O• N O 234,939 • .4../yr� 00 N 0 00 V r ;-'. I•r' ,,r' if ,4i: SF t : P• % •Si O 140,415 CAPITAL PROJECTS FUNDS N N V co iO 1—, U1 <T N W W DEBT SERVICE FUNDS N ., oo W • In O 00 ' `._;; ' 1.11 Sa m 7 - i0 VI • O h `� *0� 2=o m th � I s $ • .ry tv �y V •C•t;v`•.. N .a • N ` k • a; ,... .,.- 74 1 ,M 1 1 00 1 1 1 Cb 1111 1 O 1 O 1 1 O 1 1 O 1 La1 V+ O N 00 1 1 1 I CON 1 I 1 • y W ?Hi oTaeapag soluJ so. ppijuaj L11 OTHER EXPENDITURES INCLUDING PASS THROUGH PAYMENT(S) DEBT PRINCIPAL PAYMENTS: TAX ALLOCATION BONDS & NOTES REVENUE BONDS & CERTIFICATES OF PARTICIPATION CITY/COUNTY ADVANCES & LOANS U. S.. STATE, & OTHER LONG-TERM DEBT TOTAL EXPENDITURES DEBT ISSUANCE COSTS SUBSIDIES TO LOW & MODERATE INCOME HOUSING FIXED ASSET ACQUISITIONS INTEREST EXPENSE REHABILITATION GRANTS REHABILITATION COSTS DECLINE IN VALUE OF LAND HELD FOR RESALE LOSS ON DLSPOSMON OF LAND HELD FOR RESALE DISPOSAL COSTS PROJECT IMPROVEMENT! CONSTRUCTION COSTS n Y n m 0 n RELOCATION PAYMENTS c c z d OPERATION OF ACQUIRED PROPERTY 2 o z k m —,_, N O .0 SUB -TOTAL (FROM LINE 18) 19.0) -i n 0 z a "1 In order to ensure consistency, the amounts reported in the Low and Moderate Income Housing Fun4 data reported to the Department of Housing and Community Development on Schdedules HCD-A an 37.0 s 869,044 w O\ O w to O w A O to.. w O W N O J — w .-. O W O O N t0 O N Co O N v O N ON N N FIN '-' N O+ O N to O N A O N to O N N O N ^-. O N N W N WI ro4 0 i 5984,106 CO 1 451,380 I. CO tom, H v ; g y H N V ,.D � ..D N LOWIMODERATE INCOME HOUSING * FUNDS --r,i should form the basis for the d HCD-C H r — " -- -- „, v� W N 1 tat 0, 1 451,380 4••• CO ^D 1418,143 sot TEi1.1103 rP 0 N a[Old :namdoIaeapax * EQUITY, END OF PERIOD (MUST EQUAL PAGE 04, LINE 39) I 51.0 550,341 s' 286,600 1,007,521 1 $1,844,462 OTHER - (EXPLAIN) RESIDUAL EQUITY TRANSFERS ADJUSTMENTS: PRIOR PERIOD ADIUSTMENTS EQUITY, BEGINNING OF PERIOD EXCESS (D.EFICIENCi7 OF REVENUES & OTHER FINANCING SOURCES OVER EXPENDITURES & OTHER FINANCING USES (LINE 38 + LINE 44) TOTAL - OTHER FINANCING SOURCES (USES) TAX INCREMENT TRANSFERS OUT (TO LOW & MOD HOUSING FUND) OPERATING TRANSFERS OUT OPERATING TRANSFERS IN TAX INCREMENT TRANSFERS IN (LOW & MOD HOUSING FUND) MISCELLANEOUS FINANCING SOURCES (USES) SALE OF FIXED ASSETS ADVANCES FROM CITY/COUNTY PAYMENT TO REFUNDED BOND ESCROW AGENT PROCEEDS OF REFUNDING BONDS EXCESS (DEFICIENCY) REVENUES OVER (UNDER) EXPENDITURES OTHER FINANCING SOURCES (USES) PROCEEDS OF LONG-TERM DEBT EXPENDITURES (CONT) In order to ensure consistency, the amounts reported in the Low and Moderate Income Housing Fund should form the basis for the data reported to the Department of Housing and Community Development on Schdedules HCD-A and HCD-C lA 0 O A SO O A OC O A - O A O1 O A LA O ,,ti.. A A O .- i+-` -- .. W O .- N - .. tJ O .. -+ .. O ix O O W ,O N W VD - W - VO O W CO O I�., O 143,403 506,938 v V1 0' — .- . t_ '. `' I -, r V1 v I .-. �- / H . ON v C Q C fit'' `q "' it, Is 652,225 H 1 1.,./ as r" 0' N - .. s H I I-,w r ON CrkVI4.0 O V IG 424,612 ) OWW N 6 v - • ' I"• -[t `" s , "y.ro H r v • v VI ' a d lid o S CC CDF., v w IVI 1 D ‘1, 424,612 %,-..� .}. te l,'' -,1" J l'��r N ... $ (224,816) LOW/MODERATE INCOME HOUSING __.. •FUNDS H y ry. y • i s.1' `AM I. ...`t r^sT VI Z r 1 I b O I r ,D " r 4, V7 VD VI O H W I v 1-, 0 '.D -'4 ti O I= I :^.; - `4 .. N v Cn 1-, v N r. y .L� N+ W rT V1 V1 Cr, V H N N W Lr r V7 0' v 11 C t • y r v I-, 0 '.D TOTAL 1 0 cn cn Cj7 orE :ooila*S apoD z a 0 z 0 5m O O n a n o 0 a y z,11 O d o O 0 V. r [1 ri 0 0 o z d c 0 p ro 0 m O to 0 z L AN' 071VN]N1D c AD1130V 011NI10INV 17N S31JN3DV DNIXV1 O10IVd 1V101 n S O 0 zz_ 0 0 a 0 0 0 a S3 IDN39V DNIXVI O10IVd 51W1OWY • 0 0 co to V N CN V7 V .L� VD 0 V CO V 1/40 0 w CO in 0 0 w O 0 0 V co 0 crs V O O Co 4- No �JI v+ kD V • N co N • z 0 a a 34OJS'8II aaoa s H PASS THROUGH/SCHOOL DISTRICT ASSISTANCE to rn 0 0 0 L60`*106`L'E 147+7`LZ94C47 959 `9L'i` Z0E NL i'Q NOI.LVD7VA QVSSISSV tr G p n) w .o N a O en E n rgs C V < P i a 0 z tn S. r d o CJ) .3 9 YC H o g GO g cc y O C V = c c2 co 3 CD 0, @@ R f w m» 2 g CD co co / f i J JƒaCD) \ \ / \_ C \ \ 0 C F = k k k 7/ 7 7 c oC § \ k / \ / / / i 0. \ % ® @ § § @ ; § E o f 2 E E E# CD ® E k k / a 7 E c & & D E § § § @ 5 § § § / 2 # 2 q = m 0) o 0 c= E w« E o?Ci) E= 0 o a « E E$ A 2 2 g 2 / o\ J\// 0 c 0 m e* g E 6. E 2= E n°§° k a a o # m G a= o E E m, 2 R K k %ƒ® I-§ o < g 2 o\ ƒ f co » m \ _ . a c /§ m E 7 o E E= 9 c\ a > E e E E o E«@ ¢. E S® § i f 2 / ° 2 / E i ? E e= g a g E §s. ƒ [ ƒ \ \ MI )•» c d o § § f 0 = 2 \ 7 / E . \ \ c a fm k \m / co 0 / } i & a f \ / , \ c7. / / 0 SD NET REQUIREMENT AVAILABLE REVENUES TOTAL 0 I m m cl 0 cn LOW & MODERATE FUND CITY/COUNTY DEBT OTHER LONG-TERM DEBT REVENUE BONDS TAX ALLOCATION BOND DEB Types of Debts co-i CI a A w e 199,758,297 q Cs _ NJ I$ 200,134,426 Q/LC IV% LO 42- E0 . $ w w 0 / Total Indebtedness Outstanding As of 6/30/00 papu3 JeaA leosu 000Z `OE aInr aweN /taua6V r 0 _ H 3 elnPauaS SUMMARY OF THE STATEMENT OF INDEBTEDNESS - Agency Totals 0- CDCD� 0 co • o Cn CD 0 0 CD N CD W cr 0 0 0 C 0 DJ CM o co cs. n n 0 H CD n . - o o Ua 0 o W O. 5- o a ° co 0 o c.-no - :V. CD ccnn ' "°h - 0' sza 5CD W nco o FL ra • cr 'b r,, O co G CD '°n I..) 0 0 E. 0' E nrn - p o E,p} -D CD,-‹ O C o o0. 2. a a 0 n w ° 'z7 0 a c, n co CD CCD. to 7- 0 0 LaA_ J '0 0 a 0 0. CD ^ T cm a� NJ �b / - . • c-r) rt :77-k".......-t• ' V vo �' 0 w ti co. o _0 p Ft • 0• r2 CT CD 'Zf 0 r. Net Requirement (5) Grand Totals (3) Available Revenues From Calculation of Available Revenues, Line 7 (4) (Optional) Post Fiscal Period — Totals (From Form B, Page 1 Totals) (2) Fiscal Period - Totals (From Form A, Page 1 Totals) (1) Balances Carried Forward From: Line $199,758,297.00 $200,134,426.00 $376,129.00 $200,134,426.00 Total Outstanding Debt n "S ro ri- $6,459,648.00tAl'AS . ..e.,-.,1t40 iik ri �I nr ry .: � ,-,.t $6,459,648.00 Principalftnterest Due During Tax Year zCD CD o °. CD C cp CD n° D rr•-c ra otn C d txj 01-3 Oy �o HE y mi g u. fDr zd N O H ri gO m o n CO r m . b w o d d w w M Vi M 00 Cr 0' II 00 rtr� 0 fD •. rD N Ny 0Co AI to to N Co Cr Cr 0 G I 0 0 oa H H MdfD fD P t:1 C7 fD cr Q• fT ft • = 0 cD �qaQ miay ��oqg g8noigy C G w �.d ro w N Cr' 0 cro cn O M rt H rD Pt :ssaupa;gapui 10 asodJnd J Sub Total, This Pa e Totals Forward From All Other Pages Totals, Fiscal Year Indebtedness (I)Los Gatos —Saratoga HSD (l41id—Peninsula Open Space (Gcounty Office Education (Fpanta Clara County '(Eldest Valley/Mission CCD (DFos Gatos Elementary SD (0..os Gatos —Saratoga HSD (gild —Peninsula Open Space (A1ounty Office Education tl Debt Identification ` Yxtx¢ . # ^ 4 a• ., ?n -.a N c N 2032 2032 2032 W 0 0 W 0 1 0 W 0 0 1/30/00 W 0 r 0 W O 0 0 o) Ori final Data r._ j R �,.1 f D ?N r• 00'OTS`Il79`8Z$ $1,174,858.00 N • W V OO • 0 V • 0 W W .4:1 . - 0 0 L...) CO In O 0 0 O r 0 .• N 1—, O . 0 0 $243,801.00 $.p O V OO • 0 --, CO Y 0 /V� V . 0 0 Principal r ,y�.`0 .ay a 1✓. . U ..0.) , U N 0 N N U.)r N 2032 Term t 1n y. none 0 p none none none none o b O C3 none rd. 0 -, ty co { lir 0, i t y+c 'fir 7 Total Interest $18,827,843.00 $51,471,724.00 $148,662,702.00 $200,134,426.00 $28,641,510.00 $1,174,858.00 $2,378,907.00 ill W W .0 - 0 0 4 W CO Lr+ 0 O 0 O -EA 1 -, 0 Ln V N 0 • O .4' N P. W V Co O r • O .A s.D • 0 V Co • 0 O $18,076.00 Total Outstanding Debt Current $6,459,648.00 iA 0 • 0 - P. 0 N O O •61 A 4, CO • C., 0 Cr, O O 61 41 W W • 1. 0 L11 .- F-- 0 0 W CO O O 0 O $105,210-00 $243,801-00 .61 VC • O V O O 0 -61 t--, OO 0 V • t 0 0 Principal/Interest Due Durina Tax Year For Indebtedness Entered into as of June 30, 2000 3 3 CD fD -0 71 O cD CD n 1 CD soluD soZ tellua3 naiy a i oia ;namdotaeapag soln9 soZ < (A c0 O D 3 m m > z CD m-� 0 o mm vz Om X CO m rnZ C/) -n 0 0 a JO r ay tD �1 ••< m y Z w v m `, V / rn IIP CD .. C7 D CD rh rt, 111 rh H m CD a 0. w PO N U7 N N Cr 17▪ ' H H O 0 1 .• ,. :ssaupa;gapui jo asadJnd Total, This Page (L) Current Fiscal Year (K) Election m Annual Operating 1 (I) Capitol Projects (H)Certificate Participation (G)Los Gatos -Saratoga HSD 1(F)Los Gatos Elementary SD (E) Los Gatos Elementary SD (p) Los Gatos Elementary SD (C)Los Gatos Elementary SD 1(B)Santa Clara County !(Ablest Valley/Mission CCD Debt Identification :.,t• Jt -wit�j ., V \ --• 0 O V \ ---- 0 0 -.I \ r 0 0 V \ I -I 0 0 1--• r-+ L0 I --I F--- 4- VI LD N \ - CO ... LO N \ r• CO 1.0 N \ - 00 � ;G r-, I-, W1 VD 01 \ W 0 '� O C1 W 0 1 O Date O r, ,� , r F. n t - , $436,800.00 $964,663.00 I $327,600.00 )0'006`068`£$ iR N N G h. ....100 in I w Cr. O 0 44 CO • w 01 O in . 0 V 0 F-' O 0 $42,878.00 in. W1 4 0 O O 0 44 V r 0 V 4 r W1 • in 6 O 1 r 01 0. ...If • 13 n -p DJr--- Pi Pi crt y 15yrs W o o Yr 9 Term ginal Da .M; ,:s p 0 Ir none r none r none No p CD none 0 0 CD none none none KD n, m CD N 4 e' z 4' ?{z: 44 .L. Q` 0 0 Total Interest W 4. - V W 10 N O O 0W1 OO 00 • 0 0 (71 o1 01 •� O 0 $327,600.00 $3,890,900.00 • o Ni 10 LW 0 0 - r 0 O O O 00 r w 01 O O 0 • 0 1-• O O N i 10 00 N W1 . 0 O O O -1 0p rV F-+ .n O 0 1 • o '- • � V • 0 0 Total Outstanding Debt Current 1I 44 01 O i--• • O r- Ni •0 0 ion .0. W 01 CD O O • 000 i4 01 .0. 01 01 W in (..0W Ni V 0 1 O O i4 . CO O N. '.O 0 0 0 0 b4 N '.0 ^! 6 0 O 0 C . O r-, 0 O 44 �V pe 0 0 Principal/Interest Due During Tax Year For Indebtedness Entered into as of June 30, lezana0 soas0 sol sa=v�aio.za z O 3 CD 0 --h cD 0. co CD O CD O LQ cD O '.0 LO 0 O O w ca CD 0 -w cn r m v co cn z m cn -n 0 ..t 3 rn 0 oTiezi1g0 r= T c - = G) :ssaupe;gapul jo asodlnd Total, This Page x S S G) T rn o 0 m 1.(Al Life of the Agency 1 Debt Identification w" f1 N i.4 N ID 5 Q _ z; kt $116,985,310.0C O. 1.3 EU 0 N co pt none Interest Rate W Total Interest I I$116,985,310.00 $116,985,310.00 I Total I Outstanding Debt Current Principalllnterest Due During Tax Year For Indebtedness Entered into as of June 30, 2000 a0 soluo so7 rt said Zaa Cold z CD 0 CD Q. CD O cp f7 Cn rn r0 rn"" vz -v oTW N m m Z N ‘o, 11 N 0) 0 C) O > r m a XI co cn z m 0 w 0 -,, w :ssaupa;gapul ;o asodind Totals, Post Fiscal Year Indebtedness v Z s 0 m n m D Debt Identification CI rD Original Data i��lL` r�s G . Principal 7ti 1 g or'—:',, �R� 1. Interest Rate • Total Interest 40, 0 0 Total Outstanding Debt Current 11 0 0 0 Principal/Interest Due During Tax Year For Indebtedness Entered into Post June 30, 0 0 0 0 U) 0 0 0 0 Z Z 3 CD CD 0 0 �h of o Q, CD CD > 3 CD C) rt P"i oxanapag solim so7 Old luam rD -n 1 v - n 0 /7 m 0 0 0 . --1 O -n co rn cn 17 Vl D v co cn cn O o .� o o 3 n) • co NOTE: This form is to reconcile the previous Statement of Indebtedness to the current one being filed. However, since the reconciliation period is limited by law to a July 1 - June 30 fiscal year period, only those items included on the SOI Form A is to be included on this document. To assist in following each item of indebtedness from one SOI to the next, use page and line number references from each SOI that the item of indebtedness is listed on. If the indebtedness is new to this fiscal year, enter "new" In the "Prior Yr" page and Tine columns. Column F must equal the current SOI, Form A Total Outstanding Debt column. GRAND TOTALS $� TOTALS FORWARD TOTAL -THIS PAGE CD CD CD n N., CD tO CD ,a N., co Zd CD It "-• co Lt 11 Prior Yr 1 SOI, page and line: II snortTermsDebtough— Debt Identification: '�7 jCLS CD G. r �,7 7 `u CD 3 fb CD 1-4 F-+ 'NZ 7 t6 CD t7 r' 7 117 CD C1 rr '�F7-• = (G co n 1--• 7 CD by r-. 'p"'' ]e2e (ff co •1 ' 1. . Current Yr County Office of Education Annual Pass Through Long Term Debt Santa Clara County est Valley/Mission 1 CCD Los Gatos Elementary, School District Los Gatos —Saratoga High School District. Mid —Peninsula Open Space County Office of Education a m N co o' 0,082,340.00 i, ;8,688,304.00 j $394,036.00 4" t0 Y f... tit . 0 0 LJi Ul Y Q1 W . O O CO % Y . F— 0 O $178,496.00 ON Y ti1 kt) O 0 $14,760.00 Outstanding Debt All Beginning Indebtedness t0 CT Y tV - Y I-' W 193,384,200 W4 N 0o N V Y Ln I-, W 0 0 2,378,907.00 $33,941.00 W co tJ1 0 0 0 r 0 U1 Y N. - O O O $243,801.00 la . O V 00 O O - O Y O V C1 0 0 Increases (Attach Explanation) Adjustments B 1 c I. F--. I-, C1 Y o. COW - O fn W Y I-, - C1 Y CM1 - O cm Decreases (Attach Explanation) $2,042,946.0( -tor Q\ t0 F� O O Q 394,036.00 ui Y - t!1 . O 0 VI Y Q1 W • 0 0 $89,411.00 $178,496.00 LA - O O T' Y CIN O O O Tax Increment Amounts Paid Against Indebtedness, from: CJ -1 a Other Funds 1 m 200,134,426.00 V Y W O U1 Y .D 1"' W O O -611. N CO N V Y uJ1 r• W . 0 O $2,378,970.00 II W • .o - 0 O O Y U9 O O 0 O 44 0 V i Y N F-, 0 O 0 -VP 4" W Y CO 0 F-• 0 O Y 0 V 00 O O Oo . 0 V CA • O Remaining Balance (A+B-C-D-E) -ri 000Z-6661 Reconciliation Dates From July 1, 00 `0£ aunt of eaJg;oafoid 10 aweN A3ua6V io aweN f Los Gatos Redevelopment Aeenc RECONCILIATION STATEMENT - CHANGES IN INDEBTEDNESS LU 0 ITOTAL-THIS PAGE cD CD Co CD co co m co co co 0 1 Debt Identification: 1 CD (D ON CD rJNrr1N CD CD 0Nnv CD (D co CON co 9Nt-(1-' co co H1-,Cq►. (D Current Yr 1 e and line: Los Gatos -Saratoga High School Distric Los Gatos Elementary School District Los Gatos Elementar' School District Los Gatos Elementar; School District Los Gatos Elementar3 School District Deffered Pass Throu Santa Clara County n z tdrrt w H H ffl 1.Q 4 m d Los Gatos Elementar31 School District Los Gatos -Saratoga High School District Aid Peninsula Open Space 0 CD n m =. 5. c -„ o i CO r V as 07 O p In COO Y W ON O VP VI V 0 r O `$72,499.00 00'000`Sz$ _ 4A Outstanding Debt All Beginning Indebtedness C 4► I—, V V r lJt O irk VIN V „ V O 18,827,843.01 CO F.a t-' O O ;1,174,858.00 Increases (Attach Explanation) Adjustments 1 0 O v O Decreases (Attach Explanation) c g N ‘CO Crs H. o 0 Tax Increment Amounts Paid Against Indebtedness, from: Other Funds m V V I-..O • V O 0 0: CO • O Ul CO L..,O fT O VI H, O 1$42,878.00 N ln O O O 0 V v l.r1 O 0 $5,061,617.00 $18,827,843.00 4. f -i v G O O !-, r CD O 0 + 00 cq (v Co h j a). m . CP 5 m 000Z-6661 Reconciliation Dates From July 1, kD 0 CD w 0 eaJv;oafo.id to OMEN p rt ✓ 0 rt 0 0 ro fo rt M fD Aaue6d to awEN Town of Los Gatos Redevelopment Agency m 0 Z 0 z N ▪ 1 m cn cn cn CO CD W I TOTAL- THIS PAGE m co co co m m cD m m CD CD CD II Prior Yr I Current Yr O m a = P. Debt Identification: C. N : CD a ial D E 2 cD E 2 cD 02. W g 2 cD r N i v2 co g ao co M N g.2 m N g c, m H N 5 co Ot N g c2 co Loan from the Town of I,rvs_ Cat- fvs_ Life of the Agency Current Fiscal Year Obligation to Low& Moderate Housing CTI rat f'`' 0 Annual Operating Capitol Projects Certificate of Participation H O w 00 O. co -O. $220,000.00 44 ON LAO O VI .n O 0 44 N rO. V VI V O 0 $3,261,363.H Outstanding Debt All Beginning Indebtedness D ,v, , { vO .I r ND r n 116,985,310.' •P•• CM 00 0 0 0 O 330,608.00 $327,600.00 w CO 0 rr �O 0 0 O 0 `. Increases (Attach Explanation) Adjustments B 1 c 0 r [s31166a1. Decreases (Attach Explanation) 44 N 0 0 0 o 0 $1,167,889 231,400.00 Tax Increment Amounts Paid Against Indebtedness, from: 0 m kn r an Ln 0 0 Other Funds Ln d 0 0srl Or. $116,985,310.00II $436,800.00 $964,663.00 41 w cn O O 0 $3,890,900.00 $3,029,963.00 1 Remaining Balance (A+B-C-D-E) 'TI O O O e;oafoJd to aweN apag soTe0 soi 3 ttouaty to aweN m H C� O d z r z 0, m m z 0 2 z m 0) z z D m m v z m en cn 0D0Z/9/L 'nab u'sanuanaa elgelleny„ 6ulpua au!Lwa;ap /pia;ainooe o; JapJo ul anoge ti awl uo pepnlou! aq pinoM yaa sly} I(;sl}es o} pasn s;unowe aq 'pauyep se „sanuenal,i aigeileny„ you ';uawa1ouI xel Jay;iau aiaM;ey; spun; y}IM }nq '(3 too) uwnloo „Jey;o„ ay} lapun pledeJ An se;uawe}e;g uo!;e{llouooa l eq; uo uMoys aq pinoM yao ayl -speeoowd puoq asagl y;lM papl;es A n; sem go!gM (yaa);uawaaJ6y;uawdolanao uog!sodsla e pepnpu! los sno!naad ayl 'enssl puoq e y;lM;oafad a spun; l oua6e ue 'aoue;su! Jo,q 'senuanal algellene xei uegl Jay;o aomos Aue wa; s;uawi(ed /ue s;ueseidai sly! :anoge 'b well -pua sear( }e sanuanal:i algelleny wa; pa}}lwo Jo;way; pus 'uol;elnoleo anoge ey; u! payseM aq IIIM pund 6uisnoH awooul e;eJapow pue Mol ay; u! aplse-;as enuana3;uawaJoul xei '9Lgce uolpas apoa 0,4eles pue y;IeeH o;}uensJnd seloue6e 6ulxe; !Boot Jay;o o; g6nou4 passed s;unowe ?(ue eJe enuanaj;uawaioul xel se papnioxa eq o; (s);unowe ayl :sanuana);:l ;ueweaoul xei 4 3NI1 `30Vd 2l3A00'SS3Na3183aNI AO 1N3 N31b'1S O11Nl0WV SIHl aLIVM2I0d 00' 6Zi `9L£$ V. (9 - 9) JeaA;o pu3 'senuene l elgelleny (;uewe e;s uogeillouooezd uo 3 + a) 'Jean( sno!Aeld u! sseupa;gepul ;sule6e pled s;unowe le;o1 00'9*76`Z*10`Z$ 9 00 OW 8£8 ` h$ '9 00' SLO` 6T41`Z$ t y6noa14; L saint;o wns enoge (£-G) u! pepnlou! ;ou ;nq ';uawa;e;s uol;eglouooeH ey;;o 3 uwnlo0 u! pepnpu! 'eoinos ALIT() fue woa; senuened (suol;on1;sul en) 00'Z£0`96Z$ -£ panlaoe13 senueneb elgelleny Jetgo lib' •seloue6e 6u!xe; pool JegTo o} 146nann passed ;UaweJoul xe1 /due apnlou! o; 'senueney }uawauoul xei Hy ssoJ0 - panlaoa;uewaaoul xe1 00'£4i0`£ZI`Z$ Z 00'0$ (suol;onJ;sul Beg) senueneelgelleny 'eoueleg 6u!uul6e8 S3.LON `UOOZ- `0E 3Nf11- 01 666T `6 l.lfif :Ssiya NOI1VI7IONO02b 000Z-666I 2�`d3J. Xdl sols0 soZ reaima0 ValV 103ra:id icaCIOSV 3uamdoIaeapaa so3s0 soZ jo uI oj, 3VNN ) ON2OV S3f1N3A3N 318V11VAV AO NOliVlfl31b3 Supplement to the Annual Report of Community Redevelopment Agencies Redevelopment Agency ID Number 43493000 Name of Redevelopment Agency Los Gatos Redevelopment Agency Address 110 E. Main Street City, State, Zip Los Gatos. CA 95030 The U. S. Bureau of the Census requests the following information about the fiscal activities of your government for the 1999-00 fiscal year. Governments furnishing this information will no longer receive U. S. Bureau of the Census Form F-32, Survey of Local Government Finances. If you have any questions, please contact: U. S. Bureau of the Census Jeff Little 1-800-242-4523 A. Personnel Expenditures Report your government's total expenditures for salaries and wages during the year, including amounts paid on force account construction projects. ZOO B. Mortgage Revenue Bond Interest Payments $ 953.171.00 Report your government's total amount of interest paid on mortgage revenue bonds during the year. U20 $ 0.00 C. Cash and Investments Held at the End of the Fiscal Year Report separately for each of the three types of funds listed below, the total cash on hand and on deposit and investments in Federal government, Federal agency, State and local government and non -governmental securities. Report all investments at par value. Include in the sinking fund total any mortgages and notes receivable held as offsets to housing and industrial financing loans. Exclude accounts receivable, value of real property and non -security assets. 1. Sinking funds - Reserve held for redemption of long-term debt. Wo1 $1,482,533.00 2. Bond funds - Unexpended proceeds from the sale of bond issues held pending disbursement. W31 $ 0.00 3. All other funds - Exclude employee retirement funds. W61 $1,620,163.00 US Bureau of Census - Revised 6/00 CERTIFIED MAIL # 7000 0600 0026 1781 0426 RETURN RECEIPT REQUESTED December 27, 2000 State Controller Division of Local Governments Community Redevelopment Reporting Unit P.O. Box 942850 Sacramento, CA 94250-5876 RE: ANNUAL REPORT OF HOUSING ACTIVITY ANNUAL REPORT OF FINANCIAL TRANSACTIONS Dear Sirs: Enclosed please find the original fully executed documents regarding the following: 1) Annual Report of Financial Transactions of Community Redevelopment Agencies (Town of Los Gatos); 2) Annual Report of Housing Activity of Community Redevelopment Agencies for Fiscal year ended 6/30/00; 3) Two (2) copies of the Maze and Associates Accountancy Corporation document entitled: Redevelopment Agency of the Town of Los Gatos Component Unit Financial Statements for the Years Ended June 30, 2000 and 1999. If you require any additional information, or if we can be of any further service, please do not hesitate to contact us at (408)354-6834. Sincerely MarLyn J. Rasmussen, CMC Executive Assistant MJR: slc Enc. cc: Bud Lortz, Interim Director of Community Development. TOWN OF LOS GATOS CALIFORNIA REDEVELOPMENT AGENCY December 18, 2000 Minutes Agency Meeting REDEVELOPMENT AGENCY The Redevelopment Agency/Town Council of the Town of Los Gatos met in the Council Chambers of the Town hall, 110 East Main Street, at 7:30 p.m., Monday, December 18, 2000, in joint regular session. ROLL CALL Present: Randy Attaway, Steven Blanton, Sandy Decker, Steve Glickman and Chairman/Mayor Joe Pirzynski. Absent: None. MINUTES OF DECEMBER 4, 2000 (01.V) Motion by Mr. Blanton, seconded by Mr. Glickman, that the Agency approve the Joint Town Council/Redevelopment Agency Minutes of December 4, 2000, as submitted. Carried unanimously. ANNUAL REPORT/REDEVELOPMENT AGENCY/RESOLUTION 8RD & 2000-154 (19.09.27) Motion by Mr. Attaway, seconded by Mr. Blanton, that The Agency adopt Resolution 2000- 8RD entitled, RESOLUTION OF THE REDEVELOPMENT AGENCY OF THE TOWN OF LOS GATOS APPROVING THE 1999-00 ANNUAL REPORT FOR THE LOS GATOS REDEVELOPMENT AGENCY. Carried unanimously ADJOURNMENT Motion by Mr. Blanton, seconded by Mrs. Decker, to adjourn this evening's meeting at 11:27p.m. Carried unanimously. ATTEST Marian V. Cosgrove Secretary to the Redevelopment Agency TCD12:RA121800