HomeMy WebLinkAboutAgenda Statement 1985/04/09 Item 18 COUNCIL AGENDA STATEMENT
Item 18
Meeting Date 4/9/85
ITEM TITLE: Resolution /,",IY Approving Joint Powers Agreement for the
purpose of financing home mortgages
SUBMITTED BY: Community Development Directo
REVIEWED BY: City Manager? (4/5ths Vote: Yes No X )
On February 5, 1985, the City Council approved the selection of a bond team to
structure the City's $10 million single-family mortgage revenue bond issue.
Developer commitments have been received and the bond issue is being
structured. The underwriter has proposed the creation of a Joint Powers
Authority with the City of Escondido, which will be operated by the Housing
Finance Agency (Agency) , in order to reduce issuance costs and enhance the
bond rating.
RECOMMENDATION: That the Council approve the resolution approving the Joint
Powers Agreement with the City of Escondido and select two members of the City
Council to serve on that Agency.
BOARDS/COMMISSIONS RECOMMENDATION: The issuance of single-family mortgage
revenue bonds has been endorsed by the Human Relations Commission.
DISCUSSION:
The Need for a Housing Finance Agency
The City has received a $10 million allocation for 1985 single-family mortgage
revenue bonds from the State Mortgage Bond Allocation Committee. Although a
successful issue could be done at that allocation level , increasing the size
of the issue through a Joint Powers Agreement with another jurisdiction would
both strengthen the bond rating, thus reducing the mortgage rate due to
enhanced product diversity, and create the opportunity to share certain fixed
issuance costs with another jurisdiction. It is difficult to get really
favorable bond ratings on issuance amounts less than $20 million. The City's
underwriter, Miller & Schroeder Municipals, has proposed a Joint Powers
Agreement with the City of Escondido, which holds a $15 million allocation
from the Mortgage Bond Allocation Committee and has three developer
participants. The proposed Joint Powers Agency could then make a varied
single-family mortgage revenue bond issue of $25 million.
Summary of Joint Powers Agreement
The Agreement creates a Housing Finance Agency with Escondido which would be
composed of four members, two City Councilmembers from each jurisdiction
appointed by that jurisdiction. Members would be compensated for all
out-of-pocket expenses and would receive $50 for each meeting attended. The
Page 2, Item 18
Meeting Date 4/9/85
Secretary of the Agency would be the City Clerk of Escondido and the
Treasurer/Auditor would be the Chula Vista Finance Director. The
Treasurer/Auditor would be responsible for overseeing the Agency' s annual
audit.
The underwriter informs that the proposed Joint Powers Agreement will be
substantially less complicated than the 1983 Joint Powers Authority with Menlo
Park, Livermore, and El Dorado County, principally due to having fewer players
and very similar issue structures for each jurisdiction. In this case, there
is one underwriter, one feasibility consultant and two bond counsels. Also,
physical proximity makes the process more convenient. The underwriter
estimates that two Agency meetings will be required prior to issuance and just
one meeting per year thereafter.
In executing this agreement, the City Council will be empowering the Agency to
proceed with the bond issue without further City Council action. If matters
proceed on schedule, the bond issue mortgages should be available to Chula
Vista homebuyers starting the first week of June and remaining available for
three years.
Details of the Chula Vista Bond Issue
The City has received allocation requests from three developers totalling
$18,790,000. Given the $10 million allocation, the feasibility consultant has
recommended roughly halving the developer's request. A copy of the feasibility
study, a lengthy document, is available in the Community Development
Department.
The candidate projects are as follows:
1 . The Housing Opportunities Inc. project at East Orange Avenue and Oleander
Avenue being 168 condominiums with an average sales price of $78,000.
2. McMillin's Windjammer Project at Terra Nova Subdivision being 100
condominiums with an average sales price of $108,470.
3. Lane-Cuhn Pacific Development Company's Cottages Project at EastLake being
a 95-unit detached single family project with an average sales price of
$89,000.
The proposed bond issue would provide mortgages at an estimated 10.5 percent
interest rate for 127 units with an overall average sales price of $91 ,883,
making those units available to households of an average annual income of
$33,500. Without the bond issue, the average income required to purchase
those same units would be approximately $40,000.
FISCAL IMPACT: No City funds are i nvol v —in—the .propnsecl.-b.,on . or the
creation of the Housing Finance Agency.. All associated costs are paid for
from bond sale proceeds. i/
WPC 1078X
21ay 6 , 1985
Gene Ervin
City Manager' s Assistant
City Hall
100 Valley Boulevard
Escondido, CA 92025
You will find enclosed three copies of the resolution
(No. 11988) on the joint powers agreemet for the
financing of home mortgages .
?lease have your :layor sign all three copies with
the City Clerk attesting. Keep one copy and send
me hack the original and one copy.
thank you
\ /
/4-
Jenpie—M. rulasz, CMC
City Clerk
Reso.11988 (3 copies)