HomeMy WebLinkAboutRes 2021-10-1003 Multifamily Revenue Bonds or Notes with Respect to Palladium East Foster CrossingANNA PUBLIC FACILTY CORPORATION
Resolution No. 401 to ` 1005
A RESOLUTION DECLARING THE INTENT TO ISSUE MULTIFAMILY
MORTGAGE REVENUE BONDS OR NOTES WITH RESPECT TO PALLADIUM
EAST FOSTER CROSSING MULTIFAMILY RENTAL DEVELOPMENT IN AN
AGGREGATE PRINCIPAL AMOUNT NOT TO EXCEED $33,000,000, AUTHORIZING
THE FILING OF AN APPLICATION FOR ALLOCATION OF PRIVATE ACTIVITY
BONDS WITH THE TEXAS BOND REVIEW BOARD; AND AUTHORIZING OTHER
ACTION RELATED THERETO
WHEREAS, effective September 17, 2021, the Anna Public Facility Corporation,
a nonprofit corporation (the "Corporation or Issuer") has been duly created and organized
pursuant to and in accordance with the provisions of the Public Facility Corporation Act,
Chapter 303, Texas Local Government Code, as amended, (the "Act"); and
WHEREAS, the Act authorizes the Corporation to issue revenue bonds for the
purpose of assisting the City of Anna, Texas (the "City") in financing, refinancing, owning
or providing public facilities, as determined by the Board of Directors of the Corporation;
and
WHEREAS, Sections 103 and 142(a)(7) of the Internal Revenue Code of 1986, as
amended (the "Code"), provide that the interest on fully registered obligations issued by
or on behalf of a state or a political subdivision thereof substantially all of the proceeds of
which are to be used to provide qualified residential rental projects shall be excludable
from gross income for federal income tax purposes if the requirements of Section 142(d)
and other applicable sections of the Code are satisfied; and
WHEREAS, it is currently requested that the Corporation issue its tax-exempt revenue
bonds for the purpose of providing financing for a multifamily housing residential rental
development (the "Project") to be located within the City at the address set forth in Exhibit "A"
attached hereto, and to be owned by Palladium East Foster Crossing, Ltd., a Texas limited
partnership or a related person within the meaning of the Code (herein called the "Owner"); and
WHEREAS, the Corporation has been informed that the Owner has made not more than
60 days prior to the date hereof, payments with respect to the acquisition, construction,
reconstruction or rehabilitation of the Project and expects to make additional payments in the
future and the Corporation desires to reimburse such payments and other costs associated with
the Project from the proceeds of tax-exempt obligations to be issued by the Corporation
subsequent to the date hereof (the "Bonds"); and
WHEREAS, the Corporation desires to reimburse the Owner for some or all of the costs
associated with the Project listed in Exhibit "A" attached hereto, but solely from and to the extent,
if any, of the proceeds of the Bonds; and
WHEREAS, the Corporation reasonably expects, based on information and
representations of the Owner, to incur debt in the form of tax-exempt obligations for purposes of
paying the costs of the Project described in Exhibit "A" attached hereto; and
WHEREAS, in connection with the proposed issuance %J the Bonds, the Corporation, as
issuer of the Bonds, is required to submit an Application for Allocation of Private Activity Bonds
the "Application") with the Texas Bond Review Board (the "Bond Review Board") with respect
to the Bonds to qualify for the Bond Review Board's Allocation Program in connection with the
Bond Review Board's authority to administer the allocation of the authority of the State to issue
private activity bonds; and
WHEREAS, the Board of Directors has determined to declare its intent to issue its
multifamily revenue bonds for the purpose of providing funds to the Owner to finance the Project
on the terms and conditions hereinafter set forth;
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF DIRECTORS OF
THE ANNA PUBLIC FACILITY CORPORATION THAT:
Section 1. The Corporation reasonably expects to reimburse the Owner for all or a
portion of the costs ("Costs of the Project") that have been or will be paid subsequent to the date
that is 60 days prior to the date hereof in connection with the acquisition, construction,
reconstruction or rehabilitation of the property comprising the Project listed on Exhibit "A"
attached hereto from the proceeds of the Bonds in an amount which is reasonably estimated to be
sufficient: (a) to fund a loan to provide financing for the acquisition, construction, equipping and
furnishing of the Project, including reimbursing the Owner for all costs that have been or will be
paid subsequent to the date that is 60 days prior to the date hereof in connection with the
acquisition, construction, reconstruction or rehabilitation of the Project; (b) to fund certain
reserves for the benefit of the holders of the Bonds, if required; and (c) to pay certain costs
incurred in connection with the issuance of the Bonds.
Section 2. Based on representations of the Owner, the Corporation reasonably
expects that the maximum principal amount of tax-exempt obligations issued to reimburse the
Owner for the costs set forth in Exhibit "A" attached hereto will not exceed $33,000,000,
Section 3. The obligation of the Corporation to issue the Bonds on atax-exempt basis
is specifically subject to the ability of the Corporation to issue such Bonds in compliance with
the "Volume Cap" provisions of Section 146 of the Code, Chapter 1372, Texas Government
Code, as amended, and the rules of the Bond Review Board promulgated pursuant thereto, and to
any rules, regulations or conditions of the Corporation relating to the issuance of the Bonds.
Section 4. The Project will be in furtherance of the public purposes of the Corporation
set forth in the Act, and the Owner has provided or will provide, or cause to be provided, at its
expense, the necessary interim financing to expedite the commencement of the acquisition,
construction, reconstruction or rehabilitation of the Project. On or prior to the issuance of the
Bonds, the Owner will enter into a purchase, lease or loan agreement on an installment payment
basis with the Corporation under which the Corporation will make a loan to the Owner for the
purpose of reimbursing the Owner for the Costs of the Project and the Owner will make
installment payments sufficient to pay the principal of and any premium and interest on the
Bonds. The Bonds shall never constitute an indebtedness or pledge of the faith and credit of the
State, of the City or of any other political corporation, subdivision or agency of the State within
the meaning of any State constitutional or statutory provision, and the Bonds shall never be paid
in whole or in part out of any funds raised or to be raised by taxation or any other funds of the
City, and shall be limited obligations of the Corporation payable solely from the revenues
received by the Corporation from or in connection with its loan to provide financing for the
Project and from such other amounts as may be obtained through the exercise of the remedies
provided in the financing documents upon the occurrence of an event of default.
Section 5. The Costs of the Project may include any cost of acquiring, constructing,
reconstructing, rehabilitating, improving and expanding the Project. Without limiting the
generality of the foregoing, the Costs of the Project shall specifically include the cost of the
acquisition of all land, rights -of -way, property rights, easements and interests, financing charges,
inventory, raw materials and other supplies, interest prior to and during construction and for one
year after completion of construction whether or not capitalized, necessary reserve funds, the cost
of estimates and of engineering and legal services, plans, specifications, surveys, estimates of
cost and of revenue, other expenses necessary or incident to determining the feasibility and
practicability of acquiring, constructing, reconstructing, rehabilitating, improving and expanding
the Project, administrative expenses and such other expenses as may be necessary or incident to
the acquisition, construction, reconstruction, rehabilitation, improvement and expansion of the
Project, the placing of the Project in operation and that satisfy the Act and the Code. The Owner,
as a condition to issuance of the Bonds, shall (i) be responsible for and pay any Costs of the
Project incurred by it prior to issuance of the Bonds and will pay all Costs of the Project which
are not or cannot be paid or reimbursed from the proceeds of the Bonds and (ii) at all times,
indemnify and hold harmless the Corporation, its Board of Directors, the City, and its City
Council, and all City employees, consultants, and representatives against all losses, costs,
damages, expenses and liabilities of whatsoever nature (including but not limited to attorneys'
fees and related expenses, litigation and court costs, amounts paid in settlement and amounts paid
to discharge judgments) directly or indirectly resulting from, arising out of or related to the
issuance, offering, sale or delivery of the Bonds, or the design, construction, installation,
operation, use, occupancy, maintenance or ownership of the Project.
Section 6. Neither the Owner nor any other party is entitled to rely on this Resolution
as a commitment to loan funds, and the Corporation reserves the right not to issue the Bonds
either with or without cause and with or without notice, and in such event the Corporation shall
not be subject to any liability or damages of any nature. No person, entity, or association shall
have any claim against the Corporation whatsoever as a result of any decision by the Corporation
not to issue the Bonds.
Section 7. The Corporation acknowledges that financing of all or any part of the
Project may be undertaken by the Owner or any company or partnership that is a "related person"
to the Owner within the meaning of the Code and the Treasury Regulations thereunder, including
any entity controlled by or affiliated with the Owner.
Section 8. This Resolution constitutes the Corporation's official intent for
expenditures on Costs of the Project which will be reimbursed out of the issuance of the Bonds
within the meaning of Sections 1.103.8(a)(5)(i) and (ii) and 1.150-2, Title 26, Code of Federal
Regulations, as amended, and applicable rulings of the Internal Revenue Service thereunder, to
the end that the Bonds issued to reimburse Costs of the Project may qualify for the exemption
provisions of Section 144 of the Code, and that the interest on the Bonds will therefore be
excludable from the gross incomes of the owners thereof under the provisions of
Section 103(a)(1) of the Code.
Section 9. The Corporation hereby authorizes the ng and any resubmission of an
Application with the Bond Review Board and any application for carryforward, that McCall,
Parkhurst & Horton be designated as an authorized representative of the Corporation for purposes
of an Application and that any officer of the Corporation is hereby authorized and directed to
execute an Application on behalf of the Corporation and to take any and all other actions related
to such Application or necessary or desirable to carry out the provisions of this Resolution.
Section 10. The officers, employees and agents of the Corporation shall be, and each
is, expressly authorized, empowered and directed from time to time and at any time to do and
perform all acts and things necessary and desirable to carry out and effectuate the purposes of this
Resolution.
Section 11. The Board of Directors of the Corporation hereby finds, determines and
declares that written notice of the date, hour, place and subject of the meeting at which this
Resolution was adopted was posted and that such meeting was open to the public as required by
law at all times during which this Resolution and the subject matter hereof were discussed,
considered and formally acted upon, all as required by the Texas Open Meetings Act,
Chapter 551, Texas Government Code.
PASSED AND APPROVED this the 12th day of October 2021.
APPROVE
Nate Pike, President
ATTEST:
Kevin Toten, Secretary
EXHIBIT "A"
Description of the Project
Costs of the Project to be financed by tax-exempt bonds in an amount not to exceed
$33,000,000 include the acquisition, construction, equipping, reconstruction or rehabilitation of
a multifamily residential housing project proposed to be located at the northeast corner of East
Foster Crossing and Vail Lane in the City of Anna, Texas 75409,