HomeMy WebLinkAboutAG RPTS 1994 0907 RDA REG ."uorAIEN\
BUMMED Next Res. 94-29
* WAIN it INF * REDEVELOPMENT AGENCY
OF THE CITY OF MOORPARK
AGENDA
56,A44100
WEDNESDAY, SEPTEMBER 7, 1994
'414aro, 7:00 P.M.
park Community Center 799 Moorpark Avenue
1. CALL TO ORDER:
2. ROLL CALL:
3. PROCLAMATIONS, COMMENDATIONS, AND SPECIAL
PRESENTATIONS:
4. PUBLIC COMMENT:
5. CONSENT CALENDAR:
A. Consider Approval of the Warrant Register.
Fiscal Year 1993/94 :
Warrants 182 & 183 24, 986.90
Staff Recommendation: Approve the Warrant
Register.
B. Consider Status Report on Tax Increment Revenues
and Pass Through Payments to Affected Taxing
Agencies. Staff Recommendation: Rdceive and
file the report.
Any member of the public may address the Agency during the
Public Comments portion of the Agenda, unless it is a Public
Hearing or Discussion/Action item. Speakers who wish to
address the Agency concerning a Public Hearing or
Discussion/Action item must do so during the Public Hearing
or Discussion/Action portion of the Agenda for that item.
Speaker card must be received by the Agency Secretary for
Public Comment prior to the beginning of the Public Comments
portion of the meeting and for Discussion/Action items prior
to the beginning of the first item of the Discussion/Action
portion of the Agenda. Speaker Cards for a Public Hearing
must be received prior to the beginning of the Public
Hearing. A limitation of three minutes shall be imposed
upon each Public Comment and Discussion/Action item speaker.
Copies of each item of business on the agenda are on file in
the office of the City Clerk and are available for public
review. Any questions concerning any agenda item may be
directed to the City Clerk/529-6864 .
Moorpark Redevelopment Agency Agenda
September 7, 1994
Page 3
5. CONSENT CALENDAR: (Continued)
C. Consider Single Family Mortgage Revenue - Backed
Bond Program. Staff Recommendation: Approve
Agency participation in the program and designate
$10,000,000 as our estimated portion of the
program, subject to review and acceptance of the
JPA.
6. ACTION/DISCUSSION:
7. CLOSED SESSION:
A. CONFERENCE WITH REAL PROPERTY NEGOTIATOR
(pursuant to Government Code Section 54956.8)
Property: APN 511-0-080-19, 511-0-080-20, 511-0-
080-21, 511-0-080-31, and portions of 511-0-080-
25 and 511-0-080-26 (North Side of Los Angeles
Avenue and South Side of Poindexter Avenue
contiguous to Mission Bell Plaza)
Negotiating Parties: City of Moorpark and
Ventura Pacific Capital Group
Under Negotiation: Terms
B. CONFERENCE WITH REAL PROPERTY NEGOTIATOR
(pursuant to Government Code Section 54956. 8)
Property: APN 511-0-050-09
Negotiating Parties: City of Moorpark and Kirk
Aikens
Under Negotiation: Terms
C. CONFERENCE WITH REAL PROPERTY NEGOTIATOR
(pursuant to Government Code Section 54956.8)
Property: APN 511-0-050-014
Negotiating Parties: City of Moorpark and John
and Stephanie Casillas
Under Negotiation: Terms
D. CONFERENCE WITH REAL PROPERTY NEGOTIATOR
(pursuant to Government Code Section 54956.8)
Property: 18 High Street
Negotiating Parties: City of Moorpark and "
Charles Abbott & Associates
Under Negotiation: Price and Terms
, -
Moorpark Redevelopment Agency Agenda
September 7, 1994
Page 3
7. CLOSED SESSION: (Continued)
E. CONFERENCE WITH REAL PROPERTY NEGOTIATOR
(pursuant to Government Code Section 54956.8)
Property: 226 High Street
Negotiating Parties: City of Moorpark and
Kenneth Moss
Under Negotiation: Price and Terms
S. ADJOURNMENT:
In compliance with the Americans with Disabilities Act, if
you need special assistance to participate in this meeting,
please contact the City Clerk, (805) 529-6864. Notification
48 hours prior to the meeting will enable the City to make
reasonable arrangements to ensure accessibility to this
meeting. (28 CFR 35. 102-35. 104 ADA Title II)
k
CITY OF MOORPARK )
COUNTY OF VENTURA ) ss
STATE OF CALIFORNIA )
I, Lillian E. Hare, duly appointed Secretary of the
Redevelopment Agency of the City of Moorpark, County of
Ventura, State of California, do hereby certify under
penalty of perjury, that I posted a copy of the Moorpark
Redevelopment Agency agenda on September 2, 1994 for the
meeting of September 7, 1994 at the following location:
Moorpark Community Center
799 Moorpark Avenue
Moorpark, California 93021
Said notice shall remain in place until after the meeting so
that it is available for public review for at least 72 hours
pursuant to Section 54954 et. seq. of the California
Government Code.
p •MEN
7.
Lillian E g re, Secretary F
Dated: November 16, 1994 ' ESTABLISHED
* MARCH 18.1987 *.
90 04IIFORN QQ V
FOitr of �oa�
ITEM �b
MOORPARK REDEVELOPMENT AGENCY
AGENDA REPORT
TO: The Chairman and Members of the Moorpark
Redevelopment Agency
FROM: Richard Hare, Finance Director/Agency Trea-• -r
DATE: August 22, 1994 (MRA Meeting of 09/07/94)
SUBJECT: Single Family Mortgage Revenue - Backed Bond Program
Urban Futures Incorporated, our financial advisors for bond
financing, with Miller & Schroeder and Magnus Capital, Inc. , have
forwarded the attached explanation of their proposed bond pool
program for redevelopment agencies. This program has several
advantages worth further exploration by the Agency.
This program could assist us in meeting our affordable housing
needs. It could also be applied in the sale of homes in our new
housing project planned for the area between Poindexter and Lassen
Streets.
Staff has identified twenty (20) existing houses which are
currently listed and are eligible for this program. It is also
likely that within the next three years, over 100 homes and
townhomes will be built that fall within the program price limits.
Having this program in place would provide an additional financing
option for the first time home buyer.
The time frame for participation is outlined on page 3 of Urban
Futures' correspondence. Staff is requesting Agency support of the
concept which satisfies the first required step. We would then
receive the Joint Power Agreement (JPA) for our review.
The JPA would be reviewed by staff and presented to the Agency at
the meeting of September 21, for review and approval.
RECOMMENDATION
Approve Agency participation in the program and designate
$10, 000, 000 as our estimated portion of the program, subject to
review and acceptance of the JPA.
MOORPARK, CALIFORNIA
c:\wpwiN60\cc.REp\BoND.mRA REDEVELOPMENT AGENCY
MEETING
OF 199 ,
ACTION:
URBAN .
�3 RECEIVED
AUG 18 1994
CITY OF MOORPARK
MEMORANDUM
TO: Steve Kueny
Executive Director
Moorpark Redevelopment Agency
FROM: Marshall F. Linn
Douglas P. Anderson
SUBJECT: Explanation of Single Family Mortgage Revenue-Backed Bond Program
DATE: August 11, 1994
OVERVIEW
Urban Futures, Inc., with Miller & Schroeder and Magnus Capital, Inc. is sponsoring a new
Single Family Mortgage Revenue Bond Program which will make available to redevelopment
agencies mortgage loan funds at below-market interest rates for first time home buyers under
the auspices of a Joint Powers Authority (JPA) which we are currently forming.
We have decided to implement this program because of renewed interest in the marketplace
for single family development after the long hiatus brought about by the recent recession.
Additionally, we feel this program can be very helpful to our clients as they seek to meet the
recently enacted performance requirements regarding the provision of affordable housing in
their communities.
This new program has two major benefits to recommend it to redevelopment agencies over
the more traditional mortgage revenue-backed bond programs which were popular during the
1980's.
In the first place, the program guarantees that the tax exempt financing will always be
available at rates below taxable rates during the life of the program. As you may recall, the
older tax exempt bonds were sold at fixed rates which were vulnerable to falling taxable rates.
Secondly, the program is available to agencies for substantially less "up front and at-risk"
money than were the older bonds.
We have decided to use redevelopment agencies instead of municipalities because, by doing
so, agencies may be able to take credit against their requirements to produce affordable
housing if they elect to marry this program with additional agency subsidies. State law allows
agencies to receive credit for and become a party to real estate transactions either inside or
outside project areas if the transactions are to provide affordable housing. Each individual
redevelopment agency can attach additional programs (such as additional soft seconds or
other forms of subsidy) as it wishes without any need to accommodate other redevelopment
B.MP.0894-SFMRBBP
Crestview Corporate Center-3111 N.Tustin Avenue,Suite 230,Orange,CA 92665 Tel:(714)283-9334 Fax:(714)283-9319
agencies in the JPA.
CURRENT PROGRAM COMPARED WITH FORMER PROGRAMS
Mortgage revenue-backed bond programs which were popular several years ago and with
which you are no doubt familiar, were structured such that when the bonds were issued the
rate was fixed. In a stable or ascending market the tax exempt interest rate remained
attractive to users. Agencies had no problem in disbursing bond funds. However, as taxable
interest rates fell below tax exempt rates, bonds proceeds, for which agencies had paid
substantial up-front costs, were left languishing and had eventually to be used to defease
bonds.
The current program takes advantage of our ability to remarket the bond proceeds on a weekly
basis prior to their disbursement as long-term mortgages. As a consequence, tax exempt
interest rates always trail taxable interest rates. At such time as a bundle of mortgages of
sufficient size is originated, a like amount of proceeds will be removed from the bond pool and
used to purchase the loans.
HOW THE PROGRAM WORKS
• The criteria for selection will be a first time home buyer, as defined, with household
income and purchase price maximums based on the guidelines for the State CHFA
program. For loans originated within the City of Moorpark, the following income and
purchase price restrictions would apply:
1-2 persons 3+ persons
I. Maximum Household Income = $57,900 $66,600
New Homes Existing Homes
II. Maximum Purchase Price = $231,120 $174,420
• Bond proceeds may be used for mortgage loans on either new construction or existing
dwelling units.
• A JPA is being created to include invited redevelopment agencies.
• The break-even point for this bond issue is approximately $50,000,000. We believe
that when all is said and done, we will generate a bond program with a $70,000,000
principal amount.
• Redevelopment agencies will join a JPA subject to documents which are now being
prepared by Richards, Watson & Gershon, and Stradling, Yocca, Carlson & Rauth as
co-counsel.
• Urban Futures is drafting the application to CDLAC for submittal by October 15, 1994,
for its November 17th meeting. We are confident that we can generate at least a
$70,000,000 allocation from CDLAC.
B.MP.0894-SFMRBBP 2
•
• Although each redevelopment agency will reserve its amount of money from the pool,
agencies may swap allocations as the need arises.
• The loan origination period will be up to 3%z years.
• As bonds are sold the proceeds will be invested in taxable securities with some
additional security in the event that taxable rates ever dip below non taxable rates. As
described above, the tax exempt rates will float below the taxable rates.
• Bond administrator can remove funds from the bond pool in increments of at least
$1,000,000. We estimate that since this amount will probable equal somewhere
between 8 and 11 loans, we should not have a problem in removing funds.
• Bond administrator will post the tax exempt rate for the month at the first of each
month and will request draws upon the bond pool to be made by some date certain
within each month.
• There will be a select number of qualified lenders who can participate in the program.
Bond administrator will be sure to select lenders on a state-wide scale such that there
are sufficient lenders for each city to provide access and competition.
• The bond program has a very attractive item whereby purchasers will only need to put
down 1 Y2% of the total price as a down payment. The first trust deed will comply
with FHA requirements and can be equal to 97% of the value of the property. The
bond program will then generate a soft second trust deed which will be paid from with
proceeds and can equal 11/2% of the value of the property creating a total mortgage
(first and second TD) equal to 98.5% of the value of the property. The property and
the mortgage will have to be FHA insurable.
In effect the redevelopment agency will act as a conduit for the financing of first time home
buyer mortgages. NEITHER THE AGENCY OR THE CITY WILL HAVE ANY LIABILITY AS TO
REPAYMENT OF THESE MORTGAGES, NOR WILL THE AGENCY OR THE CITY HAVE ANY
ADMINISTRATIVE COSTS OR RESPONSIBILITIES.
DEADLINES FOR PARTICIPATION
It is our intention to issue the bonds prior to the end of 1994. To accomplish this, we will
need to submit our completed application to CDLAC by October 15, 1994. In order for
Moorpark to participate in the program, it is important that the Agency take its actions in
accordance with the following time schedule.
Action Deadline
1 . Approve the program in concept and
designate the amount of funds required Immediately
2. Approve JPA documents & join JPA By 2nd Mtg. in September
3. Approve Bond documents By 2nd Mtg. in November
B.MP.0894-SFMRBBP 3
dl
In conclusion, we believe this is an excellent opportunity for the Moorpark Redevelopment
Agency to encourage the construction and purchase of affordable housing in the City and to
make certain that the existing housing stock, which in some cases is just beyond the reach
of families, becomes affordable to these families by reducing their interest carry on their
mortgages.
cc: Richard Hare
B./42.0894-SFMRBBP 4