HomeMy WebLinkAboutItem No. 02 - Approving the Issuance of Bonds
Public Hearing
City of San Bernardino
Request for Council Action
Date: June 3, 2020
To: Honorable Mayor and City Council Members
From: Teri Ledoux, City Manager
By:Michael Huntley, Community & Economic Development Director
Subject: Resolution of the Mayor and City Council Approving the
Issuance of Bonds
Recommendation
It is recommended that the Mayor and City Council of the City of San Bernardino,
California;
1. Conduct a public hearing under the requirements of TEFRA and the Internal
Revenue Code of 1986, as amended; and
2. Adopt Resolution No. 2020-108 of the Mayor and City Council of the City of San
Bernardino, California, approving the issuance of the California Municipal
Finance Authority Multifamily Housing Revenue Bonds in an aggregate principal
amount not to exceed $55,000,000 for the purpose of financing or refinancing the
acquisition, rehabilitation, improvement, and equipping of Foothill Villas
Apartments and certain other matters relating thereto.
Background
The Mayor and City Council are being asked to adopt a resolution that would approve
the issuance of tax-exempt multi-family housing revenue bonds by Standard Foothill
Venture LP, in one or more series in an aggregate principal amount not to exceed
$55,000,000 (Bonds). The purpose of the Bonds is to finance the acquisition,
construction and equipping of an existing 239-unit apartment complex, located at 2601-
2675 West 2nd Street, San Bernardino.
The Bonds are limited obligations of Standard Foothill Venture LP payable solely by the
borrower and will not be direct obligations of the City of San Bernardino.
Discussion
The purpose of the Tax Equity and Fiscal Responsibility Act (TEFRA) hearing is to
receive public comment and request approval of the financing, as required by the
Internal Revenue Code of 1986, as amended. The City Clerk has properly noticed this
public hearing and legal counsel has assisted in the preparation of the attached
resolution for approval.
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Before the Bonds can be issued as tax-exempt obligations, the City must conduct a
public hearing and approve the issuance and use of the Bond proceeds pursuant to
Section 147(f) of the Internal Revenue Code.
The units will be affordable to households with income levels ranging from 30% to 60%
of Area Median Income for a 55-year period. Approval of the bond issuance will meet
Should the project require additional assistance, the City has budgeted $500,000 in
HOME funds to assist with the rehabilitation in the form of a low interest, residual
receipts loan. If the project requires the funds, approval of a HOME loan agreement
would be brought before the Mayor and City Council for consideration, at a later date.
2020-2025 Key Strategic Targets and Goals
Adopting the resolution for issuance of tax-exempt revenue bonds for the acquisition
and rehabilitation of Foothill Villas, aligns with Key Target No. 3: Improved Quality of
Life by rehabilitating existing rental housing and preserving that housing as affordable
for 55 years.
Fiscal Impact
Adopting the resolution for issuance of tax-exempt revenue bonds by the California
Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino,
California;
1. Conduct a public hearing under the requirements of TEFRA and the Internal
Revenue Code of 1986, as amended; and
2. Adopt Resolution No. 2020-108 of the Mayor and City Council of the City of San
Bernardino, California, approving the issuance of the California Municipal
Finance Authority Multifamily Housing Revenue Bonds in an aggregate principal
amount not to exceed $55,000,000 for the purpose of financing or refinancing the
acquisition, rehabilitation, improvement, and equipping of Foothill Villas
Apartments and certain other matters relating thereto.
Attachments
Attachment 1 Resolution No. 2020-108
Attachment 2 TEFRA Public Hearing Notice
Ward: 3
Synopsis of Previous Council Actions: N/A
Page 2
RESOLUTION NO. 2020-108
RESOLUTION OF THE MAYOR AND CITY COUNCIL OF
THE CITY OF SAN BERNARDINO, CALIFORNIA,
APPROVING THE ISSUANCE OF THE CALIFORNIA
MUNICIPAL FINANCE AUTHORITY MULTI FAMILY
HOUSING REVENUE BONDS IN AN AGGREGATE
PRINCIPAL AMOUNT NOT TO EXCEED $55,000,000 FOR
THE PURPOSE OF FINANCING OR REFINANCING THE
ACQUISITION, REHABILITATION, IMPROVEMENT
AND EQUIPPING OF FOOTHILL VILLAS APARTMENTS
AND CERTAIN OTHER MATTERS RELATING THERETO
WHEREAS,
general partner, has requested that the California Municipal Finance Auth
adopt a plan of financing providing for the issuance of exempt facility bonds for a qualified
residential rental project pursuant to Section 142(a)(7) of the Internal Revenue Code of 1986 (the
om time to time, including bonds issued to refund such
exempt facility bonds in one or more series from time to time, and at no time to exceed
rehabilitation, improvement and equipping of a multifamily rental housing project located at
2601-
WHEREAS, pursuant to Section 147(f) of the Code, the issuance of the Bonds by the
Authority must be appr
located within the territorial limits of the City; and
WHEREAS,
issuance of the Bonds under Section 147(f) of the Code; and
WHEREAS, the Authority has requested that the City Council approve the issuance of
the Bonds by the Authority in order to satisfy the public approval requirement of Section 147(f)
of the Code and the requirements of Section 4 of the Joint Exercise of Powers Agreement
Relating to the California Municipal Finance Authority, dated as of January 1, 2004 (the
WHEREAS, pursuant to Section 147(f) of the Code, the City Council has, following
notice duly given, held a public hearing regarding the issuance of the Bonds, and now desires to
approve the issuance of the Bonds by the Authority.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE
CITY OF SAN BERNARDINO AS FOLLOWS:
SECTION 1. The foregoing recitals are true and correct and are incorporated herein by
this reference.
Resolution No. 2020-108
SECTION 2. The City Council hereby approves the issuance of the Bonds by the
Authority. It is the purpose and intent of the City Council that this Resolution constitute
approval of the issuance of the Bonds by the Authority, for the purposes of (a) Section 147(f) of
the Code by the applicable elected representative of the governmental unit having jurisdiction
over the area in which the Project is located, in accordance with said Section 147(f) and (b)
Section 4 of the Agreement.
SECTION 3. The issuance of the Bonds shall be subject to the approval of the Authority
of all financing documents relating thereto to which the Authority is a party. The City shall have
no responsibility or liability whatsoever with respect to the Bonds.
SECTION 4. The adoption of this Resolution shall not obligate the City or any
department thereof to (i) provide any financing to acquire or construct the Project or any
refinancing of the Project; (ii) approve any application or request for or take any other action in
connection with any planning approval, permit or other action necessary for the acquisition,
construction, rehabilitation, installation or operation of the Project; (iii) make any contribution or
advance any funds whatsoever to the Authority; or (iv) take any further action with respect to the
Authority or its membership therein.
SECTION 5. The officers of the City are hereby authorized and directed, jointly and
severally, to do any and all things and to execute and deliver any and all documents which they
deem necessary or advisable in order to carry out, give effect to and comply with the terms and
intent of this resolution and the financing transaction approved hereby.
SECTION 6. The City Council finds this Resolution is not subject to the California
Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA
applies only to projects which have the potential for causing a significant effect on the
environment. Where it can be seen with certainty, as in this case, that there is no possibility that
the activity in question may have a significant effect on the environment, the activity is not
subject to CEQA.
SECTION 7. Severability. If any provision of this Resolution or the application thereof
to any person or circumstance is held invalid, such invalidity shall not affect other provisions or
applications, and to this end the provisions of this Resolution are declared to be severable.
SECTION 8. Effective Date. This Resolution shall become effective immediately.
APPROVED and ADOPTED by the City Council and signed by the Mayor and attested
by the Acting City Clerk this ___ day of __________ 2020.
John Valdivia, Mayor
City of San Bernardino
Resolution No. 2020-108
Attest:
Genoveva Rocha, CMC, Acting City Clerk
Approved as to form:
Sonia Carvalho, City Attorney
Resolution No. 2020-108
CERTIFICATION
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Genoveva Rocha, CMC, Acting City Clerk, hereby certify that the attached is a true
copy of Resolution No. 2020-___, adopted at a regular meeting held on the ___ day of _______
2020 by the following vote:
Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
NICKEL _____ _____ _______ _______
RICHARD _____ _____ _______ _______
MULVIHILL _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this ___ day of
____________ 2020.
Genoveva Rocha, CMC, Acting City Clerk
NOTICE OF PUBLIC HEARING
CITY COUNCIL OF THE CITY OF SAN BERNARDINO
NOTICE IS HEREBY GIVEN that the City of San Bernardino Mayor and City Council will hold
a public meeting on Wednesday, June 3, 2020 at 7:00 PM via
portal at http://sanbernardinocityca.iqm2.com/Citizens/default.aspx to access the livestream for the
meeting. The purpose of the hearing is to consider the following item:
In accordance with Section 147(f) of the Internal Revenue Code of 1986 with respect to a proposed plan
of exempt facility bonds for a qualified residential rental project pursuant to Section 142(a)(7) of the Code
in one or more series issued from time to time, including bonds issued to refund such exempt facility
bonds in one or more series from time to time, in an amount not to exceed $55,000,000 in aggregate
princ
acquisition, rehabilitation, improvement and equipping of a multifamily rental housing project; and (2)
pay certain expenses incurred in connection with the issuance of the Bonds. The facilities are to be owned
described below:
Name: Foothill Villas Apartments
Location: 2601-2675 W. 2nd Street, San Bernardino, California
Number of units: 239
Maximum Bond Amount: $55,000,000
The Bonds and the obligation to pay principal of and interest thereon and any redemption premium with
respect thereto do not constitute indebtedness or an obligation of the Authority, the State of California or
any political subdivision thereof, within the meaning of any constitutional or statutory debt limitation, or
a charge against the general credit or taxing powers of any of them. The Bonds shall be a limited
obligation of the Authority, payable solely from certain revenues duly pledged therefor and generally
representing amounts paid by the Borrower.
Notice is further given that members of the public who wish to comment on the question of whether or
not such multifamily housing revenue bonds should be issued, may participate in the following ways: 1)
comments and contact information can be emailed to publiccomments@SBCity.Org by 4:30 P.M. the day
of the scheduled meeting; 2) calling 909-384-5128 and leaving a recorded message, by 4:30 P.M the day
of the scheduled meeting, not to exceed three minutes, which will be played during the public comment
section of the agenda; 3) if you wish to make a comment during the public hearing a request to speak can
be made by (a) emailing publiccomments@SBCity.Org or (b) calling 909-384-5128 and leaving a
recorded message that specifically indicates a request to speak, by 4:30 PM the day of the scheduled
meeting, and at the time of the requested agenda item, the City Clerk will place a phone call to the
commenter and allow them to speak to the Mayor and Council via speaker phone during the live meeting
for up to three minutes. Please indicate on which item you wish to speak and include your name and
telephone number.
Additional information concerning the above matter may be obtained from, and written comments should
be addressed to, City Clerk, City of San Bernardino, 201 North "E" Street, Building A, San Bernardino,
California 92401.
DATED: May 22, 2020