HomeMy WebLinkAboutMINUTES - 11062001 - C.185 Contra
Costa
TO: BOARD OF SUPERVISORS J` County
Uwe
FROM: Dennis M. Barry, AICP
Community Development Director
DATE: November 6, 2001
SUBJECT: Multi-Family Mortgage Revenue Bonds —Willowbrook Apartments Project, Bay Point
SPECIFIC REQUEST(S) OR RECOMMENDATIONS(S) & BACKGROUND AND JUSTIFICATION
RECOMMENDATIONS
ADOPT Resolution authorizing issuance of Multi-Family Housing Revenue Bonds in an
amount not to exceed $9 million to finance the acquisition/rehabilitation of the Willowbrook
Apartments, Bay Point.
FISCAL IMPACT
No General Fund obligation is involved. County costs associated with issuance of bonds are
covered, as are annual administrative costs.
CONTINUED ON ATTACHMENT:" X YES SIGNATURE:
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COMMENDATION OF COUNTY ADMINISTRATOR ECOM DATION OF OARD
COMMITTEE —4U1VROVE OTHER
SIGNATURES)
ACTION OF Br ON J/ t /, ggic3l APPROVED AS RECOMMENDED OTHER
VOTE OF SUPERVISORS
I HEREBY CERTIFY THAT THIS IS A
UNANIMOUS (ABSENT WA4_g, ) TRUE AND CORRECT COPY OF AN
AYES: NOES: ACTION TAKEN AND ENTERED ON THE
ABSENT: ABSTAIN: MINUTES OF THE BOARD OF
SUPERVISORS ON THE DATE SHOWN.
Contact: Jim Kennedy
3-1255
ong: Community Development
cc: County Administrator ATTESTED
County Counsel JOHN SWEETEN, CLERK OF THE
Housing Authority BOARD OF SUPERVISORS
Building Inspection YBY
COUNTY ADMINISTRATOR
via: Community Development
Avalon Communities, LLC , DEPUTY
Newman & Associates
Quint & Thimmig
Dain Rauscher
ARCS Mortgage
W: \Personal\BoardOrders\BOARD.willowbrookapts .rev.bonds . 11 . 01
BACKGROUND/REASONS FOR RECOMMENDATIONS
Willowbrook Apartments is a 72-unit project located at 110 Bailey Road in the unincorporated Bay Point
community. The property was built in 1982, and contains 72-units (16 one-bedroom, 48 two-bedroom, and
8 three-bedroom)on a 3.6 acre site. The ownership entity is limited partnership of Avalon Communities,LLC.
Avalon Communities, LLC, is a Southern California based developer who has developed/rehabilitated over
800 units in California over the last 5 years, utilizing tax exempt bonds and/or Low Income Housing Tax
Credits. The President of Avalon is Leo Puig.
The proposed acquisition/rehabilitation of the Willowbrook Apartments project would result in 100% of the
units being reserved as affordable units for 55 years. Half of the affordable units would be reserved for very
low income households earning 50%of the area median income or less,and half of the affordable units would
be reserved for low income households earning 60% of the area median income or less. Project rents are
expected to be:
Rent Range*
Very Low.Income $671.00— 931.00
Low Income $805.00— 1,117.00
*Variable based on household size and unit size.
The project is a currently subsidized project under the Federal 221(d)(4)mortgage insurance program,and is
"At-Risk" of conversion to market rate if the property is not subject to financing that provides for continued
affordability.
An application for Private Activity Bond Authority has been submitted to the California Debt Limit Allocation
Committee. If awarded the authority in December the County would proceed to issue the multi-family bond
early in 2002. The proposed plan of finance would involve the issuance of Fannie Mae enhanced tax exempt
and taxable bonds. The financing would result in$10,000/unit in renovation and upgrades including:painting,
appliances,fixtures,and heating improvements. Energy efficiency is a key theme of the renovation program.
The County's Building Inspection Department has been involved in developing the proposed rehabilitation
program.
The recommended action is the adoption of a Resolution by the Board,as the legislative body of the County,
authorizing the issuance of bonds. The Board's action acknowledges that a public hearing has been held by
the Deputy Director — Redevelopment as required by Section 147(f) of the Internal Revenue Code. The
recommended action of the Board is not the Bond Sale Resolution. Such action would come back to the
Board after receipt of an allocation from the State for Private Activity Bond Authority: Expected timing for a
Bond Sale Resolution would be late winter or spring, 2002.
JK:In
W: \Personal\BoardOrders\BOARD.willowbrookapts . rev.bonds . 11 . 01
RESOLUTION NO. X527
OF THE BOARD OF SUPERVISORS OF THE
COUNTY OF CONTRA COSTA, CALIFORNIA
RESOLUTION AUTHORIZING THE ISSUANCE OF MULTIFAMILY HOUSING REVENUE
BONDS IN AN AGGREGAGE PRINCIPAL AMOUNT NOT TO EXCEED $9,000,000 FOR
THE FINANCING OF A MULTIFAMILY RESIDENTIAL RENTAL PROJECT GENERALLY
KNOWN AS WILLOWBROOK APARTMENTS.
WHEREAS, the County of Contra Costa (the "County") is authorized to issue
multifamily housing revenue bonds pursuant to Section 52075 and following of the California
Health and Safety Code;
WHEREAS, the County desires to participate in financing the acquisition and
rehabilitation of a 72-unit multifamily residential rental development generally known as
Willowbrook Apartments and located at 110 Bailey Road, Bay Point, California (the
"Project"), which will be owned and operated by a California Limited Partnership, the general
administrative partner of which will be Avalon Communities, LLC, a California limited
partnership,and entities related thereto (collectively, the"Borrower");
WHEREAS, to assist in financing the Project, the County intends to sell and issue
not to exceed $9,000,000 aggregate principal amount of its multifamily housing revenue
bonds (the "Bonds") and to loan the proceeds thereof to the Borrower, thereby reducing
the cost of the Project and assisting in providing housing for low income persons;
WHEREAS, pursuant to Section 147(f) of the Internal Revenue Code of 1986 (the
"Code"), the financing of the Project and the issuance of the Bonds by the County must be
approved by the"applicable representative of the County" (as defined in the Code);
WHEREAS, the Board of Supervisors of the County of Contra Costa (the "Board"),
is the elected legislative body of the County and is one of the applicable elected
representatives required to approve the financing of the Project and the Bonds under
Section 147(f)of the Code;
WHEREAS, pursuant to Section 147(f) of the Code, the Deputy Director -
Redevelopment has, following notice duly given, held a public hearing regarding the financing
of the Project and the issuance of the Bonds; and
WHEREAS, the Board desires to approve the financing and the issuance of the
Bonds;
NOW, THEREFORE, BE IT RESOLVED, by the Board of Supervisors of the
County of Contra Costa,as follows:
Section 1. The Board hereby specifically finds and declares that the
statements, findings and determinations of the County set forth above are true and
correct.
RESOLUTION NO. 2001/527
Section 2. For purposes of Section 147(f) of the Code, the Board hereby
authorizes the issuance of Bonds by the County to finance the Project.
Section 3. The adoption of this Resolution does not (1) relieve or exempt the
Borrower from obtaining any other permits or approvals that are required by, or determined
to be necessary from, the County in connection with the Project, nor (2) obligate the
Country to incur any obligation or provide financial assistance with respect to the Bonds or
the Project.
Section 4. All actions heretofore taken by the officers and agents of the
County with respect to the financing of the Project and the sale and issuance of Bonds are
hereby approved, ratified and confirmed, and any authorized officer of the County is
hereby authorized and directed, for and in the name and on behalf of the County, to do any
and all things and take any and all actions and execute and deliver any an all certificates,
agreements and other documents, which any such officer may deem necessary or advisable
in order to effectuate the purposes of this Resolution.
Section 5. This Resolution shall take effect upon its adoption.
PASSED AND ADOPTED THIS 6th day of November, 2001.
AYES: SUPERVISORS GIOIA, GERBER, DESAULNIER, GLOVER and UILKEMA
NOES: NONE
ABSENT: NONE
ChaW of the Sbcfd of Supervisors
ATTEST: John Sweeten,
County Administrator and Clerk of
the Board of Supervisors
By:
Deputy Clerk
. cc: Quint & Thimmig
ARCS Mortgage
RESOLUTION NO. 2001/527