HomeMy WebLinkAbout17-05 OB SARDA Resolution RESOLUTION NO. OB SARDA 17-05
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
OVERSIGHT BOARD OF THE SUCCESSOR AGENCY TO
THE TEMECULA REDEVELOPMENT AGENCY
APPROVING THE SUCCESSOR AGENCY'S EXECUTION
OF A HOUSING BOND PROCEEDS FUNDING
AGREEMENT AND THE TAKING OF RELATED ACTIONS
THE BOARD OF DIRECTORS OF THE OVERSIGHT BOARD OF THE
SUCCESSOR AGENCY TO THE TEMECULA REDEVELOPMENT AGENCY DOES
HEREBY RESOLVE AS FOLLOWS:
Section 1. Recitals. The Oversight Board (this "Oversight Board") of the
Successor Agency to the Temecula Redevelopment Agency (the "Successor Agency')
hereby finds, determines and declares that:
(a) The former Redevelopment Agency of the City of Temecula (the "Former
Agency") issued multiple series of bonds, including the following: (i) its Temecula
Redevelopment Project No. 1 Tax Allocation Housing Bonds, 2010 Series A(Tax Exempt)
(the "2010A Bonds"), (ii) its Temecula Redevelopment Project No. 1 Tax Allocation
Housing Bonds, 2010 Series B (Taxable Build America Bonds) (the "20106 Bonds"), and
(iii) its Temecula Redevelopment Project No. 1 Tax Allocation Housing Bonds, 2011
Series A (the "2011A Bonds," and collectively with the 2010A Bonds and the 2010B
Bonds, the "Housing Bonds").
(b) The 2010A Bonds and the 20108 Bonds were issued pursuant to an
Indenture of Trust, dated as of March 1, 2010 (the "2010 Indenture"), by and between
the Former Agency and U.S. Bank National Association, as trustee.
(c) The 2011A Bonds were issued pursuant to (the "Trustee"), the 2010
Indenture of Trust, as supplemented by a First Supplemental Indenture of Trust, dated as
of March 1, 2011, by and between the Former Agency and the Trustee (the 2010
Indenture as so supplemented, the "Indenture").
(d) The Housing Bonds were issued to finance projects in furtherance of the
Former Agency's low and moderate income housing program.
(e) Pursuant to AB X1 26 (enacted in June 2011) and the California Supreme
Court's decision in California Redevelopment Association, et al. v. Ana Matosantos, et
al., 53 Cal. 4th 231 (2011), the Former Agency was dissolved as of February 1, 2012, the
Successor Agency was constituted, and this Oversight Board was established.
(f) Pursuant to Section 34175(b) of the California Health and Safety Code
("HSC"), all assets, properties and contracts of the Former Agency, including the unspent
proceeds of the Housing Bonds transferred to the control of the Successor Agency by
operation of law.
1
(g) Within the accounts of the Housing Projects Fund (as defined in the
Indenture), there remain certain unspent proceeds of the 2010A Bonds (the "Remaining
2010A Bond Proceeds") and unspent proceeds of the 2010B Bonds (the "Remaining
2010B Bond Proceeds").
(h) Within the 2011 Housing Projects Fund (as defined in the Indenture), there
remain certain unspent proceeds of the 2011A Bonds (collectively with the Remaining
2010A Bond Proceeds and the Remaining 20108 Bond Proceeds, the "Remaining
Housing Bond Proceeds").
(i) Pursuant to HSC Section 34176(a), the City Council of the City of Temecula
(the "City") adopted Resolution No. 12-11 on January 24, 2012, electing for the City to
retain the housing assets and housing functions previously performed by the Former
Agency, as allowed by law, and thereby becoming the "Housing Successor."
(j) HSC Section 34176(g) provides that the Housing Successor may designate
the use of, and commit, the Remaining Housing Bond Proceeds; provided that such use
or commitment of Remaining Housing Bond Proceeds is consistent with the relevant bond
covenants.
(k) HSC Section 34176(g) further provides that a designation of the use (or
commitment) of the Remaining Housing Bond Proceeds must be listed on a Recognized
Obligation Payment Schedule ("ROPS") and that the Housing Successor must provide
notice to the Successor Agency regarding a designation of the use (or commitment) of
the Remaining Housing Bond Proceeds before submitting the ROPS to the Oversight
Board.
(1) The Successor Agency received a copy of a resolution adopted by the City
Council of the City, acting in its capacity as the Housing Successor, which provides for
the Housing Successor's designation of the use of Remaining Housing Bond Proceeds
for projects to be engaged by the Housing Successor for the purpose of increasing,
preserving and improving housing for low and moderate income persons (the "Housing
Successor Projects").
(m) HSC Section 34176(g) provides that the review by the Successor Agency,
the Oversight Board and the State Department of Finance of the Housing Successor's
designations and commitments of the Remaining Housing Bond Proceeds shall be limited
to a determination that the designations and commitments are consistent with relevant
bond covenants and that there are sufficient funds available therefor.
(n) The Housing Successor and the Successor Agency desire to enter into a
Housing Bond Proceeds Funding Agreement (the "Proceeds Funding Agreement") in
connection with the use of the Remaining Housing Bond Proceeds for the Housing
Successor Projects.
(o) The Proceeds Funding Agreement is in furtherance of the winding down of
the affairs of the Former Agency, with respect to the expenditure of the Remaining
Housing Bond Proceeds as permitted under HSC Section 34176(g).
2
Section 2. Determinations. The Oversight Board hereby determines that the
designations and commitments of the Remaining Housing Bond Proceeds as
contemplated by the Proceeds Funding Agreement is consistent with the applicable
covenants in the Indenture, and there are sufficient funds therefor.
Section 3. Approval of Successor Agency Agreement. This Oversight Board
hereby approves the Successor Agency's execution and delivery of the Proceeds
Funding Agreement.
Section 4. Other Acts. The members of the Oversight Board and officers and
staff of the Successor Agency are hereby authorized and directed, jointly and severally,
to do any and all things which they may deem necessary or advisable to effectuate this
Resolution and to implement the Proceeds Funding Agreement.
Section 5. Certification. The Secretary shall certify to the adoption of this
Resolution.
PASSED, APPROVED AND ADOPTED, by the Oversight Board of the Successor
Agency to the Temecula Redevelopment Agency at a meeting held on the 13th day of
September, 2017.
John Kelliher, Chairperson
ATTEST:
Randi Jm I, City lerk/Board Secretary
3
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Randi Johl, City Clerk/Board Secretary of the Oversight Board of the Successor
Agency to the Temecula Redevelopment Agency, do hereby certify that the foregoing
Resolution No. OB SARDA 17-05 was duly and regularly adopted by the Board of
Directors of the Oversight Board of the Successor Agency to the Temecula
Redevelopment Agency at a meeting thereof held on the 13th day of September, 2017,
by the following vote:
AYES: 4 BOARD MEMBERS: Gonzales, Kelliher, Meyer, Thornhill
NOES: 0 BOARD MEMBERS: None
ABSTAIN: 0 BOARD MEMBERS: None
ABSENT: 3 BOARD MEMBERS: Ordway-Peck, Turner, Venable
, 1(lol'tJ_")
c Randi Johl
City Clerk/Board Secretary
4
ATTACHMENT A
Housing Bond Proceeds Funding Agreement
(substantial final form)
(see attached)
HOUSING BOND PROCEEDS FUNDING AGREEMENT
This HOUSING BOND PROCEEDS FUNDING AGREEMENT (this "Agreement"),
dated as of , 2017, is entered into by and between the City of Temecula, in its
capacity as the successor to the housing assets and functions of the former Redevelopment Agency
of the City of Temecula (the "Mousing Successor"), and the Successor Agency to the Temecula
Redevelopment Agency (the "Successor Agency," and together with the Housing Successor, the
"Parties").
RECITALS:
A. The former Redevelopment Agency of the City of Temecula (the "Former
Agency") issued multiple series of bonds, including the following: (i) its Temecula
Redevelopment Project No. 1 Tax Allocation Housing Bonds, 2010 Series A (Tax Exempt) (the
"2010A Bonds"), (ii) its Temecula Redevelopment Project No. 1 Tax Allocation Housing Bonds,
2010 Series B (Taxable Build America Bonds) (the "20106 Bonds"), and (iii) its Temecula
Redevelopment Project No. 1 Tax Allocation Housing Bonds, 2011 Series A (the"2011A Bonds,"
and collectively with the 2010A Bonds and the 2010B Bonds, the "blousing Bonds").
B. The 2010A Bonds and the 2010B Bonds were issued pursuant to an Indenture of
Trust, dated as of March 1, 2010 (the "2010 Indenture"), by and between the Former Agency and
U.S. Bank National Association, as trustee (the "Trustee").
C. The 201 IA Bonds were issued pursuant to the 2010 Indenture, as supplemented by
a First Supplemental Indenture of Trust, dated as of March 1, 2011, by and between the Former
Agency and the Trustee (as so supplemented, the "Indenture").
D. The Housing Bonds were issued to finance projects in furtherance of the Former
Agency's low and moderate income housing program.
E. Pursuant to AB X1 26 (enacted in June 2011) and the California Supreme Court's
decision in California Redevelopment Association, et al. v. Ana Matosantos, e[al., 53 Cal. 41h 231
(2011), the Former Agency was dissolved as of February 1, 2012, the Successor Agency was
constituted, and an oversight board of the Successor Agency (the "Oversight Board") was
established.
F. Pursuant to Section 34175(b) of the California Health and Safety Code ("HSC"),
all assets, properties and contracts of the Former Agency, including the unspent proceeds of the
Housing Bonds transferred to the control of the Successor Agency by operation of law.
G. Within the accounts of the Housing Projects Fund (as defined in the Indenture),
there remain certain unspent proceeds of the 2010A Bonds (the "Remaining 2010A Bond
Proceeds") and unspent proceeds of the 2010B Bonds (the"Remaining 2010B Bond Proceeds").
H. Within the 2011 Housing Projects Fund (as defined in the Indenture), there remain
certain unspent proceeds of the 2011A Bonds (the "Remaining 2011A Bond Proceeds" and
11086-0194\2092928v3.doc
collectively with the Remaining 2010A Bond Proceeds and the Remaining 2010B Bond Proceeds,
the "Remaining Housing Bond Proceeds").
1. Pursuant to HSC Section 34176(a), the City Council of the City of Temecula (the
"City") adopted Resolution No. 12-11 on January 24, 2012, electing for the City to retain the
housing assets and housing functions previously performed by the Former Agency, as allowed by
law, and thereby becoming the I-[ousing Successor.
J. HSC Section 34176(g) provides that the Housing Successor may designate the use
of, and commit, the Remaining Housing Bond Proceeds; provided that such use or commitment of
Remaining Housing Bond Proceeds is consistent with the bond covenants.
K. HSC Section 34176(g) further provides that a designation of the use (or
commitment)of the Remaining Housing Bond Proceeds must be listed on a Recognized Obligation
Payment Schedule ("ROPS") and that the Housing Successor must provide notice to the Successor
Agency regarding a designation of the use (or commitment) of the Remaining Housing Bond
Proceeds before submitting the RODS to the Oversight Board.
L. HSC Section 34176(8) provides that the review by the Successor Agency, the
Oversight Board and the State Department of Finance (the "DOF") of the Housing Successor's
designations and commitments of the Remaining Housing Bond Proceeds shall be limited to a
determination that the designations and commitments are consistent with bond covenants and that
there are sufficient funds available therefor.
M. The Successor Agency received a copy of Resolution No. adopted on
, 2017, by the City Council of the City, acting in its capacity as the Housing
Successor, which provides for the Housing Successor's designation of the use of the Remaining
Housing Bond Proceeds for projects to be engaged by the Housing Successor for the purpose of
increasing, preserving and improving housing for low and moderate income persons(the"Housing
Successor Projects").
N. The use of the Remaining Housing Bond Proceeds for the Housing Successor
Projects shall be consistent with the covenants relating to the Housing Bonds.
O. The Housing Successor and the Successor Agency desire to enter into this
Agreement in connection with the use of the Remaining Housing Bond Proceeds for the Housing
Successor Projects.
P. This Agreement is in furtherance of the winding down of the affairs of the Former
Agency, with respect to the expenditure of the Remaining Housing Bond Proceeds as permitted
under FISC Section 34176(8).
Q. Resolution No. adopted by the Oversight Board on , 2017,
approving the Successor Agency's execution and delivery of this Agreement was (approved
deemed approved] by the DOF pursuant to HSC Section 34179(h) on 2017.
NOW, THEREFORE, THE PARTIES DO HEREBY AGREE AS FOLLOWS:
Section 1. (a) For the ROPS ("ROPS 18-19") covering the period from July 1,
2018 through June 30, 2019 ("ROPS 18-19 Period"), the Successor Agency shall list the transfer
of all of the Remaining Housing Bond Proceeds (including estimated interest earnings to the date
of transfer under Section 1(b)) to the Housing Successor to be used for the costs of the Housing
Successor Projects.
(b) As soon as practicable after the commencement of the ROPS 18-19 Period,
the Successor Agency shall transfer the Remaining Housing Bond Proceeds to the Housing
Successor.
Section 2. Upon receipt, the Housing Successor shall deposit the Remaining Housing
Bond Proceeds into the Low and Moderate Income Housing Asset Fund, which fund has been
established and is maintained by the Housing Successor pursuant to HSC Sections 34176 and
34176.1.
Section 3. The Housing Successor shall use the Remaining Housing Bond Proceeds in
a manner consistent with all applicable bond covenants and all applicable law.
Section 4. Each Party shall maintain books and records regarding its duties pursuant
to this Agreement. Such books and records shall be available for inspection by the officers and
agents of the other Party at all reasonable times.
Section 5. The Parties agree to take all appropriate steps and execute any documents
which may reasonably be necessary or convenient to implement the intent of this Agreement.
Section 6. This Agreement may be amended from time to time by written instrument
executed by both Parties.
Section 7. No official, agent, or employee of the Successor Agency or the City
(whether or not acting in its capacity as the Housing Successor), or members of the City Council,
or members of the Successor Agency Board of Directors or Oversight Board shall be individually
or personally liable for any payment hereunder in the event of any default hereunder or breach
hereof by the Successor Agency or the Housing Successor,or for any amount which may otherwise
become due to the Housing Successor or Successor Agency, or successor thereto, or on any
obligations under the terms or in furtherance of this Agreement.
Section 8. This Agreement is made in the State of California under the Constitution
and laws of the State of California, and is to be so construed.
IN WITNESS WHEREOF, the Parties have caused this Agreement to be executed by their
duly authorized officers.
SUCCESSOR AGENCY TO THE TEMECULA
REDEVELOPMENT AGENCY
By
Executive Director
ATTEST:
Board Secretary
CITY OF TEMECULA, as Housing Successor
By
Mayor
ATTEST:
City Clerk