HomeMy WebLinkAboutRes 2019-21 - CSCDA Bond Issuance - Sands Apartment PrjctSTAFF REPORT
CITY OF PALM DESERT
COMMUNITY DEVELOPMENT DEPARTMENT
DATE: May 9, 2019
PREPARED BY: Eric Ceja, Principal Planner
REQUEST: Consideration of a proposed plan for bond issuance by the California
Statewide Communities Development Authority for The Sands Apartment
project located at 74-351 Hovley Lane East.
Recommendation
Waive further reading and adopt City Council Resolution No. 2019- 21
recommending that the California Statewide Communities Development
Authority (CSCDA) issue bonds for the financing of the 384-unit Sands
Apartment project.
2. Authorize legal counsel to finalize the Resolution materially consistent with the
approvals and take any action necessary to effectuate the Resolution.
Strategic Plan
This project achieves several priorities under the Land Use, Housing & Open Space chapter
and the Transportation chapter of the Strategic Plan.
Land Use, Housing & Open Space
• Priority No. 2: "Facilitate development of high -quality housing for people of all income
levels."
As proposed, the apartment project is a "Class A" apartment development that provides a
clubhouse, recreational amenities, and private garages. The project will reserve 20 percent
(20%) of all units for qualified lower -income households. The project has demonstrated its
quality by providing community amenities and an attractive architectural style. The community
will provide housing for renters and lower -income households.
Executive Summary
Approval of staff's recommendation would complete requirements listed by the Internal
Revenue Service (IRS) for local agencies to conduct a public hearing for bond issuance for the
development of affordable multi -family housing projects. Adoption of a resolution would allow
the CSCDA to issue housing bonds for the financing of the construction of the 384-unit Sands
Apartment project. There are no fiscal impacts or commitments to the City of Palm Desert.
The City Council approved this request in 2018, and the IRS requires annual reapproval. The
applicant has stated that the bonds should be issued sometime by July 2019.
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May 9, 2019 - Staff Report
Case No. PP/CUP/EA 16-394 TEFRA Hearing for The Sands Apartments
Page 2 of 2
Backqround Analvsis
On April 26, 2018, the City Council unanimously adopted a resolution approving a density
bonus for the development of a 384-unit apartment project, known as The Sands, on a
vacant 18-acre site located along Hovley Lane East, east of Portola Avenue. The applicant
is requesting bond financing from the CSCDA to construct the project. The CSCDA was
formed in 1988 to provide local governments with tools for the timely financing of public
benefit projects. For -profit developers may apply with CSCDA for access to tax-exempt
bonds to finance the development of low-income multi -family housing.
The Sands Apartment project provides 20 percent (20%) of all units at affordable rents and,
as such, is eligible for financing with CSCDA. As part of the process to issue bonds, the
local agency is required to hold a public hearing and adopt a resolution supportive of the
bond issuance. An affordable housing development is a priority of the City Council;
therefore, staff recommends that the City Council take public testimony during the public
hearing and adopt a resolution supporting the developer's request. Tax-exempt bonds can
be issued to the developer, and there is no financial risk or contributions on the part of the
City.
Findinqs of Approval
Findings can be made in support of the request and in accordance with the City's Municipal
Code. Findings in support of this project are in City Council Resolution attached to this staff
report.
Fiscal Analvsis
No fiscal impact.
LEGAL REVIEW DEPT. REVIEW FINANCIAL REVIEW CITY MANAGER
N/A )Jat
Robert W. Hargreaves Ryan Stendell Moore Lauri Aylaian
City Attorney Director of Communitytor of Finance City Manager
Development
APPLICANT: Mr. Lee Newell
New Cities Investment Partners, LLC
1850 Mt. Diablo Boulevard, Suite 337
Walnut Creek, CA 94596
ATTACHMENTS: 1. Draft City Council Resolution No. 2019- 21
2. City Council Public Hearing Notice
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RESOLUTION NO. 2019- 21
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT,
CALIFORNIA, APPROVING THE ISSUANCE BY THE CALIFORNIA
STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY OF MULTI-
FAMILY HOUSING REVENUE BONDS FOR THE SANDS APARTMENTS
CASE NO: PP/CUP/EA 16-394
WHEREAS, the City Council of the City of Palm Desert did on the 9th day of May
2019, held a duly noticed public hearing to consider the request by The Sands Apartments,
LP and New Cities Investment Partners, LLC, and
WHEREAS, the California Statewide Communities Development Authority (the
"Authority") is authorized pursuant to the provisions of California Government Code Section
6500 et seq. and the terms of an Amended and Restated Joint Exercise of Powers
Agreement, dated as of June 1, 1988 (the "Agreement'), among certain local agencies
throughout the State of California, including the City of Palm Desert (the "City"), to issue
revenue bonds in accordance with Chapter 7 of Part 5 of Division 31 of the California Health
and Safety Code for the purpose of financing multifamily rental housing projects; and
WHEREAS, The Sands Apartments, LP or a partnership of which New Cities
Investment Partners, LLC (the "Developer"), consisting at least of the Developer or a related
person to the Developer and one or more limited partners, has requested that the Authority
adopt a plan of financing providing for the issuance of multi -family housing revenue bonds
(the "Bonds") in one or more series issued from time to time, including bonds issued to
refund such revenue bonds in one or more series from time to time, and at no time to
exceed $90,000,000 in outstanding aggregate principal amount, to finance the acquisition,
construction and development of a 384-unit multi -family rental housing project located at 74-
351 Hovley Lane East, Palm Desert, California, (the "Project'); and
WHEREAS, pursuant to Section 147(f) of the Code, prior to their issuance, private
activity bonds are required to be approved by the "applicable elected representative" of the
governmental units on whose behalf such bonds are expected to be issued and by a
governmental unit having jurisdiction over the entire area in which any facility financed by
such bonds is to be located, after a public hearing held following reasonable public notice;
and
WHEREAS, the members of this City Council (this "City Council") are the applicable
elected representatives of the City; and
WHEREAS, there has been published, at least 14 days prior to the date hereof, in a
newspaper of general circulation within the City, a notice that a public hearing regarding the
bonds would be held on a date specified in such notice; and
WHEREAS, such public hearing was conducted on such date, at which time an
opportunity was provided to interested parties to present arguments both for and against the
issuance of the bonds; and
RESOLUTION NO. 2019- 21
WHEREAS, the Authority is also requesting that the City Council approve the
issuance of any refunding bonds hereafter issued by the Authority for the purpose of
refinancing the bonds which financed the Project (the "Refunding Bonds"), but only in such
cases where federal tax laws would not require additional consideration or approval by the
City Council; and
WHEREAS, it is intended that this resolution shall constitute the approval of the
issuance of the bonds required by Section 147(f) of the Code and Section 9 of the
Agreement;
NOW, THEREFORE, THE CITY COUNCIL OF The CITY OF PALM DESERT,
CALIFORNIA, DOES HEREBY RESOLVE, DECLARE, DETERMINE, AND ORDER AS
FOLLOWS:
SECTION 1. The above recitals are true and correct and constitute the findings of
the City Council in this case.
SECTION 2. The City Council hereby approves the issuance of the bonds and the
Refunding Bonds by the Authority. It is the purpose and intent of the City Council that this
resolution constitutes approval of the bonds for the purposes of (a) Section 147(f) of the
Code and (b) Section 9 of the Agreement.
SECTION 3. 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 that
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 approved hereby.
SECTION 4. Neither the City nor its staff have fully reviewed or considered the
financial feasibility of such Project or the expected financing or operation of such Project
with regards to any State of California statutory requirements. 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, rehabilitation or operation of the Project;
(iii) make any contribution or advance any funds whatsoever to the Authority; of (iv) take
any further action with respect to the Authority or its membership therein.
SECTION 5. This resolution shall take effect immediately upon its passage.
-2-
P6401-0001\2293605v2.doc
RESOLUTION NO. 2019- 21
PASSED, APPROVED, AND ADOPTED by the City Council of the City of Palm
Desert, California, at its regular meeting held on the 91h day of Mav 2019, by the following
vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
SUSAN MARIE WEBER, MAYOR
ATTEST:
RACHELLE D. KLASSEN, CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
-3-
P6401-0001 \2293605v2.doc
NOTICE, OF PUBLIC HEARING
REGARDING ISSUANCE OF
MULTIFAMILY HOUSING REVI1.NUI.". BONDS FOR
THE SANDS APARTMF.NTS
NOTICE IS HEREBY GIVEN that, at 4:00 p.m., or as soon thereafter as the matter can be
heard, on Thursday, May 9, 2019, at the Civic Center Council Chamber, 73510 Fred Waring Drive,
Palm Desert, California, the City Council of the City of Palm Desert (the "City") will conduct a
public hearing as required by Section 147(f) of the Internal Revenue Code of 1986 (the "Code'),
at which it will hear and consider information concerning a proposed plan of financing providing
for the issuance by the California Statewide Communities Development Authority 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, and at no time to exceed $90.000,000 in outstanding
aggregate principal amount, to finance or refinance the acquisition, construction and development
of a 384-unit multifamily rental housing project located at 74351 I lovley Lane East, Palm Desert.
California. The facilities are to be owned by The Sands Apartments, LP (the "Borrower') or a
partnership of which New Cities Investment Partners. LLC (the "Developer') or a related person
to the Developer is the general partner (the "Project").
Those wishing to comment on the proposed financing or refinancing and the nature and
location of the Project may either appear in person at the public hearing or submit written
comments, which must be reccived by the City prior to the hearing. Written comments should be
sent to City of Palm Desert at 73510 Fred Waring Drive. Palm Desert, California 92260-2578
Attention: City Clerk.
CITY CLERK
CITY OF PALM DESERT
Dated: May 2. 2019
RESOLUTION NO. 2019-2.1
A RESOLUTION OF THE CITY COUNCIL OF THE CiTY OF PALM DESERT
APPROVING THE ISSUANCE BY THE CALIFORNIA STATEWIDE
COMMUNITIES DEVELOPMENT AUTHORITY OF MULTIFAMILY HOUSING
REVENUE BONDS FOR THE SANDS APARTMENTS
WHEREAS. the California Statewide Communities Devclopment Authority (the
"Authority") is authorized pursuant to the provisions of California Government Code Section 6500
et seq, and the terms of an Amended and Restated Joint Exercise of' Powers Agreement, dated as
of June 1, 1988 (the "Agreement"), among certain local agencies throughout the State of'
California, including the City of Palm Desert (the "City"), to issue revenue bonds in accordance
with Chapter 7 of Part 5 of Division 31 of the California Health and Safety Code for the purpose
of financing multifamily rental housing projects; and
WHEREAS. The Sands Apartments, LP or a partnership of'which New Cities Investment
Partners, LLC (the "Developer") or a related person to the Developer is the general partner, has
requested that the Authority 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 "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, and at
no time to exceed $90.000.000 in outstanding aggregate principal amount (the "Bonds*'), to finance
or refinance the acquisition, construction and development of a 384-unit multifamily rental
housing project located at 74351 I lovley Lane East. Palm Desert, California (the "Project"): and
WHEREAS, pursuant to Section 147(t) of the Code, prior to their issuance, private activity
bonds are required to be approved by the "applicable elected representative" of the governmental
units on whose behalf such bonds are expected to be issued and by a governmental unit having
jurisdiction over the entire area in which any facility financed by such bonds is to be located, after
a public hearing held following reasonable public notice, and
WHEREAS, the members of this City Council (this "City Council") are the applicable
elected representatives of the City; and
WHEREAS. there has been published, at least 14 days prior to the date hereof. in a
newspaper of'general circulation within the City, a notice that a public hearing regarding the Bonds
would be held on a date spccified in such notice: and
WHEREAS, such public hearing was conducted on such date, at which time an opportunity
was provided to interested parties to present arguments both for and against the issuance of the
Bonds; and
WHEREAS, the Authority is also requesting that the City Council approve the issuance of
any refunding bonds hereafter issued by the Authority for the purpose of refinancing the Bonds
which financed the Project (the "Refunding Bonds"). but only in such cases where federal tax laws
would not require additional consideration or approval by the City Council: and
WHEREAS, it is intended that this resolution shall constitute the approval of the issuance
of the Bonds required by Section 147(f) of the Code and Section 9 of the Agreement:
NOW. TI IEREFORE, BE IT RESOLVED BY TIIE CITY COUNCIL OF THE CITY OF
PAI,M DESERT AS FOLLOWS:
Section 1. The above recitals are true and correct.
Section 2. The City Council hereby approves the issuance of' the Bonds and the
Refunding Bonds by the Authority. It is the purpose and intent of the City Council that this
resolution constitute approval of the Bonds for the purposes of (a) Section 147(f) of the Code and
(b) Section 9 of the Agreement.
Section 3. 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 that 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 approved hereby.
Section 4. This resolution shall take effect immediately upon its passage.
ADOPTED by the City Council of the City of Palm Desert at a regular meeting of'
said Council held on the 9th day of May. 2019, by the following vote:
AYES:
NOES:
ABSENT:
Mayor
AT"I EST -
City Clerk