AHA-2015-003RESOLUTION NO. AHA 2 01 5- 0 0 3
A RESOLUTION OF THE ANAHEIM HOUSING AUTHORITY
AUTHORIZING THE ISSUANCE OF ITS MULTIFAMILY HOUSING
REVENUE NOTE IN AN AGGREGATE PRINCIPAL AMOUNT NOT
TO EXCEED $13,145,330 FOR THE PURPOSE OF FINANCING THE
ACQUISITION, REHABILITATION AND EQUIPPING OF THE
PEBBLE COVE APARTMENTS MULTIFAMILY RENTAL
HOUSING PROJECT; AUTHORIZING THE ISSUANCE OF ITS
SUBORDINATE MULTIFAMILY HOUSING REVENUE BONDS IN
AN AGGREGATE PRINCIPAL AMOUNT NOT TO EXCEED
$4,000,000 FOR THE PURPOSE OF PROVIDING ADDITIONAL
FINANCING FOR THE ACQUISITION, REHABILITATION AND
EQUIPPING OF THE PEBBLE COVE APARTMENTS
MULTIFAMILY RENTAL HOUSING PROJECT; APPROVING AND
AUTHORIZING THE EXECUTION AND DELIVERY OF ANY AND
ALL DOCUMENTS NECESSARY TO ISSUE THE NOTE,
COMPLETE THE TRANSACTION AND IMPLEMENT THIS
RESOLUTION, AND RATIFYING AND APPROVING ANY ACTION
HERETOFORE TAKEN IN CONNECTION WITH THE NOTE
WHEREAS, pursuant to the Housing Authorities Law, Chapter 1 of Part 2 of Division 24 of
the California Health and Safety Code ("Housing Authorities Law"), the Anaheim Housing
Authority, a public body corporate and politic organized, existing and operating pursuant to the
Housing Authorities Law, ("Authority") is empowered to issue revenue bonds or notes for the
purpose of financing the acquisition, construction, rehabilitation, refinancing, development, and
operation of multifamily rental housing; and
WHEREAS, 2555 West Winston Road, LP, a California limited partnership (the
"Borrower"), intends to acquire, rehabilitate and equip a 110 -unit plus one manager's unit
multifamily residential project on that certain real property located at 2555 West Winston Road in the
City of Anaheim, California (the "Project"); and
WHEREAS, the Borrower has requested Authority to issue a tax-exempt multifamily
housing revenue note in an aggregate principal amount not to exceed $13,145,330 (the "Senior
Obligation" or "Governmental Note") and to loan the proceeds of the Governmental Note to the
Borrower to finance the acquisition, rehabilitation and equipping through completion of the Project,
and
WHEREAS, in addition to the Senior Obligation, the Borrower has requested Authority to
issue a series of taxable multifamily housing revenue bonds subordinate to the Senior Obligation in
an aggregate principal amount not to exceed $4,000,000 (the "Subordinate Obligations," and,
together with the Senior Obligation, the "Obligations") and to loan the proceeds of the Subordinate
Obligations to the Borrower to finance the acquisition, rehabilitation and equipping through
completion of the Project, and
WHEREAS, Authority, by action of its Governing Board ("Governing Board"), desires to
assist the Borrower and to increase the supply of affordable housing by making a portion of the units
in the Project available for low and very low income persons or families, and in order to accomplish
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such purposes it is desirable for Authority to provide for the issuance of the Obligations and
financing of the Project; and
WHEREAS, the Authority intends to enter into a Funding Loan Agreement, by and among
the Authority, Wilmington Trust, National Association (the "Fiscal Agent") and Oak Grove
Commercial Mortgage, LLC (the "Funding Lender'), dated as of August 1, 2015 (the "Funding Loan
Agreement"), whereby the Funding Lender will loan the Authority up to $13,145,330 (the "Funding
Loan") and the Authority will use the proceeds of such Funding Loan to make a loan to the Borrower
pursuant to that certain Project Loan Agreement, to be entered into by and among the Authority, the
Fiscal Agent and the Borrower, dated as of August 1, 2015 (the "Project Loan Agreement") in an
amount up to $13,145,330 (the "Project Loan") to provide financing to acquire, rehabilitate and equip
the Project; and
WHEREAS, pursuant to the Funding Loan Agreement, the Authority intends to execute and
deliver to the Funding Lender its Governmental Note evidencing its obligation to make the payments
due to the Funding Lender under the Funding Loan as provided in the Funding Loan Agreement; and
WHEREAS, the Authority's obligation to repay the Governmental Note shall be limited
solely to the multifamily note executed and delivered by the Borrower to the Authority (the "Project
Note") and other moneys and security pledged under the Funding Loan Agreement and Project Loan
Agreement; and
WHEREAS, the Authority intends to enter into a Subordinate Indenture, by and between the
Authority and the Fiscal Agent, dated as of August 1, 2015 (the "Subordinate Indenture"), whereby
the Authority will issue the Subordinate Obligations up to $4,000,000, and the Authority will use the
proceeds of the Subordinate Obligations to make a subordinate loan to the Borrower pursuant to that
certain Subordinate Loan Agreement, to be entered into by and between the Authority and the
Borrower, dated as of August 1, 2015 (the "Subordinate Loan Agreement") in an amount up to
$4,000,000 (the "Subordinate Loan") to provide financing in addition to the Senior Obligation to
acquire, rehabilitate and equip the Project; and
WHEREAS, the Authority's obligation to repay the Subordinate Obligations shall be limited
solely to the subordinate multifamily note executed and delivered by the Borrower to the Authority
pursuant to the Subordinate Loan Agreement (the "Subordinate Project Note") and other moneys and
security pledged under the Subordinate Indenture and the Subordinate Loan Agreement; and
WHEREAS, the Authority will loan the proceeds of the Obligations to the Borrower and the
Borrower will use the proceeds of the Obligations exclusively to finance the costs of acquisition,
rehabilitation and equipping of the Project and the costs of issuing the Obligations; and
WHEREAS, Government Code Section 8869.85 requires a local agency to file an
application with the California Debt Limit Allocation Committee ("Committee") prior to the issuance
of tax-exempt multifamily housing revenue notes and the Authority has filed such an application; and
WHEREAS, the Committee has allocated to the Project $13,145,330 of the State of
California 2012 State ceiling for private activity bonds or notes under Section 146 of the Internal
Revenue Code of 1986; and
WHEREAS, it is the intent of the Authority to enter into documentation to govern the
Obligations to be issued (collectively, the "Transaction Documents"), including: (1) the Funding
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Loan Agreement; (2) the Project Loan Agreement; (3) a regulatory agreement and declaration of
restrictive covenants, by and between the Authority and the Borrower, dated as of August 1, 2015
(the "Regulatory Agreement"); (4) the Subordinate Indenture; and (5) the Subordinate Loan
Agreement; and
WHEREAS, it appears that each of the documents and instruments described herein now
before this meeting is in a substantially appropriate form and is an appropriate instrument to be
executed and delivered for the purposes intended.
NOW, THEREFORE, THE ANAHEIM HOUSING AUTHORITY DOES HEREBY
RESOLVE AS FOLLOWS:
1. Authorization of Governmental Note. In accordance with the Act and pursuant to the
Funding Loan Agreement and the Project Loan Agreement, the Authority is authorized to issue,
execute and deliver the Governmental Note in an aggregate principal amount not to exceed
$13,145,330, with an interest rate or rates, a maturity date or dates and other terms as provided in the
Funding Loan Agreement as finally executed for the Governmental Note; provided, however, that the
maximum interest rate on the Governmental Note shall not exceed 12 percent per annum and the
final maturity of the Governmental Note shall not exceed 40 years from the date of issuance. The
Governmental Note shall be in the form set forth in and otherwise in accordance with the Funding
Loan Agreement, and shall be executed on behalf of Authority by the manual or facsimile signature
of the Chairman of the Authority ("Chairman") or the Executive Director of the Authority
("Executive Director," and, together with the Chairman, the "Authorized Officers"), and shall be
attested by the manual or facsimile signature of the Secretary of the Authority ("Secretary").
2. Authorization of Subordinate Obliagtions. In accordance with the Act and pursuant
to the Subordinate Indenture and the Subordinate Loan Agreement, the Authority is authorized to
issue, execute and deliver the Subordinate Obligations in an aggregate principal amount not to
exceed $4,000,000, with an interest rate or rates, a maturity date or dates and other terms as provided
in the Subordinate Indenture as finally executed for the Subordinate Obligations; provided, however,
that the maximum interest rate on the Subordinate Obligations shall not exceed 12 percent per annum
and the final maturity of the Subordinate Obligations shall not exceed 40 years from the date of
issuance. The Subordinate Obligations shall be in the form set forth in and otherwise in accordance
with the Subordinate Indenture, and shall be executed on behalf of Authority by the manual or
facsimile signature of the Chairman or the Executive Director, and shall be attested by the manual or
facsimile signature of the Secretary.
3. Approval of Transaction Documents. The proposed form of each of the Transaction
Documents presented at this meeting is hereby approved, and any Authorized Officer is authorized to
execute, and the Secretary is authorized to attest, the Transaction Documents in substantially said
form, with such additions thereto and changes therein as such Authorized Officer may approve or
recommend in accordance with Section 3 hereof.
4. Approval of Changes to Documents. Any Authorized Officer executing a document
approved herein, in consultation with General Counsel to the Authority ("General Counsel") and
Stradling Yocca Carlson & Rauth, a Professional Corporation, as Special Counsel to the Authority
("Special Counsel"), is authorized to approve and make such modifications, changes or additions to
the Transaction Documents or other documents as may be necessary or advisable, and the approval
of any modification, change or addition to any of the aforementioned agreements shall be evidenced
conclusively by the execution and delivery thereof by such Authorized Officer and approval as to
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form by General Counsel and Special Counsel. Further, any Authorized Officer, acting alone, is
authorized to execute any assignment agreement related to any mortgage note, mortgage, deed of
trust or other document related to the loan made to the Borrower from the proceeds of the
Obligations.
5. Actions Ratified and Authorized. All actions heretofore taken by the officers,
employees and agents of Authority with respect to the issuance of the Obligations are approved,
confirmed and ratified, and the officers, employees and agents of Authority are authorized and
directed, for and in the name and on behalf of Authority, to do any and all things and take any and all
actions and execute and deliver any and all certificates, agreements and other documents, including,
but not limited to, those documents described in the Transaction Documents and the other documents
herein approved, which they, or any of them, may deem necessary or advisable in order to
consummate the lawful issuance and delivery of the Obligations and to effectuate the purposes
thereof and of the documents herein approved in accordance with this resolution and resolutions
heretofore adopted by the Governing Board. In the event that the Secretary is unavailable to sign any
document related to the Obligations, any Deputy Secretary of the Authority may sign on behalf of the
Secretary.
6. Further Consents. Approvals and Other Actions. All consents, approvals, notices,
orders, requests and other actions permitted or required by any of the documents authorized by this
Resolution or otherwise appropriate in the administration of the Obligations and the lending program
financed thereby, including without limitation any of the foregoing that may be necessary or
desirable in connection with any amendment of such documents, any transfer of the Project, any
substitution of security for the Obligations, or any redemption of the Obligations may be taken or
given by the Chairman or the Executive Director, and the Chairman or the Executive Director are
hereby authorized and directed to give any such consent, approval, notice, order or request and to
take any such action which such officer may deem necessary or desirable to further the purposes of
this Resolution.
7. Conflicting_ Resolutions Repealed. As to the Obligations, all prior resolutions or parts
thereof, if any, in conflict herewith are, to the extent of such conflict, repealed.
8. Severability. If any section, paragraph or provision of this Resolution shall be held to
be invalid or unenforceable for any reason, the invalidity or unenforceability of such section,
paragraph or provision shall not affect any remaining sections, paragraphs or provisions of this
Resolution.
9. Effectiveness of Resolution and Date Thereof. This Resolution shall take effect upon
its adoption.
10. Certification. The Secretary shall certify to the passage and adoption of this
Resolution.
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THE FOREGOING RESOLUTION IS PASSED, APPROVED AND ADOPTED BY THE
GOVERNING BOARD OF THE ANAHEIM HOUSING AUTHORITY THIS FOURTH DAY
OF AUGUST, 2015, BY THE FOLLOWING ROLL CALL VOTE:
AYES: Chairman Tait, Authority Members Murray, Brandman, Kring,
and Vanderbilt
NOES: None
ABSTAIN: None
ABSENT: None
:1.
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