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HomeMy WebLinkAbout20172308.tiffRESOLUTION RE: APPROVE AUTHORIZING ASSIGNMENT TO THE COLORADO HOUSING AND FINANCE AUTHORITY OF A PRIVATE ACTIVITY BOND ALLOCATION OF WELD COUNTY PURSUANT TO THE COLORADO PRIVATE ACTIVITY BOND CEILING ALLOCATION ACT WHEREAS, the Board of County Commissioners of Weld County, Colorado, pursuant to Colorado statute and the Weld County Home Rule Charter, is vested with the authority of administering the affairs of Weld County, Colorado, and WHEREAS, the County of Weld is authorized and empowered under the laws of the State of Colorado (the "State") to issue revenue bonds for the purpose of financing qualified residential rental projects for low- and moderate -income persons and families, and WHEREAS, the County of Weld is authorized and empowered under the laws of the State of Colorado (the "State") to issue revenue bonds for the purpose of providing single-family mortgage loans to low- and moderate -income persons and families, and WHEREAS, the Internal Revenue Code of 1986, as amended (the "Code"), restricts the amount of tax-exempt bonds ("Private Activity Bonds") which may be issued in the State to provide such mortgage loans and for certain other purposes, and WHEREAS, pursuant to the Code, the Colorado legislature adopted the Colorado Private Activity Bond Ceiling Allocation Act, Part 17 of Article 32 of Title 24, Colorado Revised Statutes (the "Allocation Act"), providing for the allocation of the State Ceiling among the Colorado Housing and Finance Authority (the "Authority") and other governmental units in the State, and further providing for the assignment of such allocations from such other governmental units to the Authority, and WHEREAS, pursuant to an allocation under Section 24-32-1706 of the Allocation Act, County of Weld has an allocation of the 2017 State Ceiling for the issuance of a specified principal amount of Private Activity Bonds prior to September 15, 2017 (the "2017 Allocation"), and WHEREAS, the County of Weld has determined that, in order to increase the availability of adequate affordable housing for low- and moderate -income persons and families within the County of Weld and elsewhere in the State, it is necessary or desirable to provide for the utilization of all or a portion of the 2017 Allocation, and WHEREAS, the County of Weld has determined that the 2017 Allocation, or a portion thereof, can be utilized most efficiently by assigning it to the Authority to issue Private Activity Bonds for the purpose of financing one or more multi -family rental housing projects for low- and moderate -income persons and families or to issue Private Activity Bonds for the purpose of providing single-family mortgage loans to low- and moderate -income persons and families ("Revenue Bonds") or for the issuance of mortgage credit certificates, and C�i �GQ w) � ��� � ) „?.7—/ 7 2017-2308 FI0065 AUTHORIZING ASSIGNMENT TO THE COLORADO HOUSING AND FINANCE AUTHORITY OF A PRIVATE ACTIVITY BOND ALLOCATION OF WELD COUNTY PURSUANT TO THE COLORADO PRIVATE ACTIVITY BOND CEILING ALLOCATION ACT PAGE 2 WHEREAS, the Board of County Commissioners of Weld County have determined to assign $7,706,500 of its 2017 Allocation to the Authority, which assignment is to be evidenced by an Assignment of Allocation between Weld County and the Authority (the "Assignment of Allocation"). NOW, THEREFORE, BE IT RESOLVED by the Board of County Commissioners of Weld County as follows: 1. The assignment to the Authority of $7,706,500 of Weld County's 2017 Allocation be and hereby is approved. 2. The form and substance of the Assignment of Allocation be, and hereby are, approved; provided, however, that the Chair of the Board of Weld County Commissioners be, and hereby is, authorized to make such technical variations, additions or deletions in or to such Assignment of Allocation as they shall deem necessary or appropriate and not inconsistent with the approval thereof by this resolution. 3. The Chair of the Board of Weld County Commissioners be and hereby is authorized to execute and deliver the Assignment of Allocation on behalf of Weld County and to take such other steps or actions as may be necessary, useful or convenient to effect the aforesaid assignment in accordance with the intent of this resolution. 4 If any section, paragraph, clause, or provision of this resolution shall for any reason be held to be invalid or unenforceable, the invalidity or unenforceability of such section, paragraph, clause, or provision shall not affect any of the remaining provisions of this resolution. 5. This resolution shall be in full force and effect upon its passage and approval. 2017-2308 FI0065 AUTHORIZING ASSIGNMENT TO THE COLORADO HOUSING AND FINANCE AUTHORITY OF A PRIVATE ACTIVITY BOND ALLOCATION OF WELD COUNTY PURSUANT TO THE COLORADO PRIVATE ACTIVITY BOND CEILING ALLOCATION ACT PAGE 3 The above and foregoing Resolution was, on motion duly made and seconded, adopted by the following vote on the 17th day of July, A.D., 2017. BOARD OF COUNTY COMMISSIONERS ATTEST: dettiLascjdes'ok Weld County Clerk to the Board BY APP arbara Kirkmeyer ty Clerk to the Board ounty Attorney Date of signature: '1(18'l I1 WELD COUNTY, COLO DO f_ tzai Julie A. Cozad, Chair Steve Moreno, Pro-Tem Sean P. Conway &AA% .uck 2017-2308 FI0065 CERTIFICATE OF WELD COUNTY, COLORADO CONCERNING ASSIGNMENT OF PRIVATE ACTIVITY BOND VOLUME CAP ALLOCATION I, the undersigned, hereby certify that I am a duly chosen, qualified and County Attorney of Weld County, Colorado (the "County"), and that: 1. The County is a legally and regularly created, established, organized, and existing county under the Constitution and laws of the State of Colorado, its full corporate name being "Weld County, Colorado." 2. The County has been previously notified that, pursuant to Section 24-32-1706 of the Colorado Private Activity Bond Ceiling Allocation Act, Part 17 of Article 32 of Title 24, Colorado Revised Statutes (the "Allocation Act"), it has an allocation of the State ceiling (as defined in the Allocation Act) for 2017 in the amount of $7,706,500 (the "2017 Allocation"). 3. Attached hereto as Exhibit A is a true and correct copy of a resolution and the related minutes thereto (the "Resolution") authorizing the assignment to the Colorado Housing and Finance Authority (the "Authority") of all or a portion of the 2017 Allocation in an amount equal to $7,706,500 (the "Assigned Allocation"), and authorizing the execution and delivery of an Assignment of Allocation dated as of July 17, 2017 (the "Assignment of Allocation") between the County and the Authority in connection therewith, which Resolution was duly adopted by the Board of County Commissioners of the County (the "Board") at a meeting thereof held on July 17, 2017, at which meeting a quorum was present and acting throughout and which Resolution has not been revoked, rescinded, repealed, amended or modified and is in full force and effect on the date hereof 4. The meeting of the Board at which action has been taken with respect to the Assignment of Allocation was a regular meeting properly called and open to the public at all times. 5. With respect to the Assigned Allocation, the County has not heretofore: (a) issued private activity bonds; (b) assigned the Assigned Allocation to another "issuing authority," as defined in the Allocation Act; (c) made a mortgage credit certificate election; or (d) treated the Assigned Allocation as an allocation for a project with a carryforward purpose, as defined in the Allocation Act. 6. The Assignment of Allocation, attached hereto as Exhibit B, is in the form presented to and approved by the Board at the meeting thereof held on July 17, 2017. 7. On or before the date hereof, counterparts of the Assignment of Allocation were officially executed by the Chair of the Board of County Commissioners and the County Clerk of the County. On the date of such signing, such persons were the duly sworn, qualified and acting officers of the County authorized to execute the Assignment of Allocation and holding the offices of the Chair of the Board of County Commissioners and County Clerk, respectively. 2017-2308 8. The County has authorized the execution, delivery and due performance of the Assignment of Allocation, and the execution and delivery of the Assignment of Allocation and the compliance by the County with the provisions thereof, will not, to the best of my knowledge, conflict with or constitute on the part of the County a breach of or a default under any existing Colorado law, County resolution, court or administrative regulation, decree or order or any agreement or other instrument to which the County is subject or by which it is bound. 9. To the best of my knowledge, there does not exist any action, suit, proceeding or investigation pending, or threatened against the County, contesting (a) the corporate existence of the County, (b) the title of its present officers or any of them to their respective offices, including, without limitation, the members of the Board, (c) the validity of the Assignment of Allocation or (d) the power of the County to execute, deliver or perform the Assignment of Allocation. 10. No referendum petition has been filed concerning the Resolution; and to the best of my knowledge none is being circulated or planned for circulation. WITNESS my hand and the seal of the County this July 14, 2017. County Attorney SUBSCRIBED AND SWORN to before me this /Or day of by �'`J.Lwk WITNESS my hand and official seal My commission expires: 2 ,20/x, ESTHER E. GESICK NOTARY PUBLIC STATE OF COLORADO NOTARY ID 19974016478 MY COMMISSION EXPIRES SEPT. 29, 2017 oary-u.ic EXHIBIT A RESOLUTION RESOLUTION RE: APPROVE AUTHORIZING ASSIGNMENT TO THE COLORADO HOUSING AND FINANCE AUTHORITY OF A PRIVATE ACTIVITY BOND ALLOCATION OF WELD COUNTY PURSUANT TO THE COLORADO PRIVATE ACTIVITY BOND CEILING ALLOCATION ACT WHEREAS, the Board of County Commissioners of Weld County, Colorado, pursuant to Colorado statute and the Weld County Home Rule Charter, is vested with the authority of administering the affairs of Weld County, Colorado, and WHEREAS, the County of Weld is authorized and empowered under the laws of the State of Colorado (the "State") to issue revenue bonds for the purpose of financing qualified residential rental projects for low- and moderate -income persons and families, and WHEREAS, the County of Weld is authorized and empowered under the laws of the State of Colorado (the "State") to issue revenue bonds for the purpose of providing single-family mortgage loans to low- and moderate -income persons and families, and WHEREAS, the Internal Revenue Code of 1986, as amended (the "Code"), restricts the amount of tax-exempt bonds ("Private Activity Bonds") which may be issued in the State to provide such mortgage loans and for certain other purposes, and WHEREAS, pursuant to the Code, the Colorado legislature adopted the Colorado Private Activity Bond Ceiling Allocation Act, Part 17 of Article 32 of Title 24, Colorado Revised Statutes (the "Allocation Act"), providing for the allocation of the State Ceiling among the Colorado Housing and Finance Authority (the "Authority") and other governmental units in the State, and further providing for the assignment of such allocations from such other governmental units to the Authority, and WHEREAS, pursuant to an allocation under Section 24-32-1706 of the Allocation Act, County of Weld has an allocation of the 2017 State Ceiling for the issuance of a specified principal amount of Private Activity Bonds prior to September 15, 2017 (the "2017 Allocation"), and WHEREAS, the County of Weld has determined that, in order to increase the availability of adequate affordable housing for low- and moderate -income persons and families within the County of Weld and elsewhere in the State, it is necessary or desirable to provide for the utilization of all or a portion of the 2017 Allocation, and WHEREAS, the County of Weld has determined that the 2017 Allocation, or a portion thereof, can be utilized most efficiently by assigning it to the Authority to issue Private Activity Bonds for the purpose of financing one or more multi -family rental housing projects for low- and moderate -income persons and families or to issue Private Activity Bonds for the purpose of providing single-family mortgage loans to low- and moderate -income persons and families ("Revenue Bonds") or for the issuance of mortgage credit certificates, and 2017-2308 FI0065 AUTHORIZING ASSIGNMENT TO THE COLORADO HOUSING AND FINANCE AUTHORITY OF A PRIVATE ACTIVITY BOND ALLOCATION OF WELD COUNTY PURSUANT TO THE COLORADO PRIVATE ACTIVITY BOND CEILING ALLOCATION ACT PAGE 2 WHEREAS, the Board of County Commissioners of Weld County have determined to assign $7,706,500 of its 2017 Allocation to the Authority, which assignment is to be evidenced by an Assignment of Allocation between Weld County and the Authority (the "Assignment of Allocation"). NOW, THEREFORE, BE IT RESOLVED by the Board of County Commissioners of Weld County as follows: 1. The assignment to the Authority of $7,706,500 of Weld County's 2017 Allocation be and hereby is approved. 2. The form and substance of the Assignment of Allocation be, and hereby are, approved; provided, however, that the Chair of the Board of Weld County Commissioners be, and hereby is, authorized to make such technical variations, additions or deletions in or to such Assignment of Allocation as they shall deem necessary or appropriate and not inconsistent with the approval thereof by this resolution. 3. The Chair of the Board of Weld County Commissioners be and hereby is authorized to execute and deliver the Assignment of Allocation on behalf of Weld County and to take such other steps or actions as may be necessary, useful or convenient to effect the aforesaid assignment in accordance with the intent of this resolution. 4. If any section, paragraph, clause, or provision of this resolution shall for any reason be held to be invalid or unenforceable, the invalidity or unenforceability of such section, paragraph, clause, or provision shall not affect any of the remaining provisions of this resolution. 5. This resolution shall be in full force and effect upon its passage and approval. 2017-2308 FI0065 AUTHORIZING ASSIGNMENT TO THE COLORADO HOUSING AND FINANCE AUTHORITY OF A PRIVATE ACTIVITY BOND ALLOCATION OF WELD COUNTY PURSUANT TO THE COLORADO PRIVATE ACTIVITY BOND CEILING ALLOCATION ACT PAGE 3 The above and foregoing Resolution was, on motion duly made and seconded, adopted by the following vote on the 17th day of July, A.D., 2017, BOARD OF COUNTY COMMISSIONERS WELD COUNTY, COLO'A� DO ATTEST: saa,L) GO aw;ok. Weld County Clerk to the Board BY APP ty Clerk to the Board ounty Attorney Date of signature: 711'2-1 n ie A. Cozad, Chair Steve Moreno; Pro -Tern V Sean P. Conway arbara Kirkmeyer "Pr) 2017-2308 F10065 EXHIBIT B ASSIGNMENT OF ALLOCATION i chfao assignment of allocation - county Multifamily Housing Facility Bonds/Single Family Mortgage Revenue Bonds This Assignment of Allocation (the "Assignment"), dated this / / day of 2017, is between the County of We d Colorado (the "Assi "Jurisdiction") and the Colorado Housing and Finance Authority (the "Assignee"). WITNESSETH: the WHEREAS, the Assignor and the Assignee are authorized and empowered under the laws of the State of Colorado (the "State") to issue revenue bonds for the purpose of financing qualified residential rental projects for low- and moderate -income persons and families; and WHEREAS, the Assignor and the Assignee are authorized and empowered under the laws of the State of Colorado (the "State") to issue revenue bonds for the purpose of providing single- family mortgage loans to low- and moderate -income persons and families; and WHEREAS, the Internal Revenue Code of 1986, as amended (the "Code"), restricts the amount of tax-exempt bonds ("Private Activity Bonds") which may be issued in the State to finance such projects and for certain other purposes (the "State Ceiling"); and WHEREAS, pursuant to the Code, the Colorado legislature adopted the Colorado Private Activity Bond Ceiling Allocation Act, Part 17 of Article 32 of Title 24, Colorado Revised Statutes (the "Allocation Act"), providing for the allocation of the State Ceiling among the Assignee and other governmental units in the State, and further providing for the assignment of allocations from such other governmental units to the Assignee; and WHEREAS, pursuant to an allocation under Section 24-32-1706 of the Allocation Act, the Assignor has an allocation of the 2017 State Ceiling for the issuance of a specified principal amount of Private Activity Bonds prior to September 15, 2017, (the "2017 Allocation"); and WHEREAS, the Assignor has determined that, in order to increase the availability of adequate affordable rental housing for low- and moderate -income persons and families within the Jurisdiction, Colorado and elsewhere in the State, it is necessary or desirable to provide for the utilization of all or a portion of the 2017 Allocation; and WHEREAS, the Assignor has determined that the 2017 Allocation, or a portion thereof, can be utilized most efficiently by assigning it to the Assignee to issue Private Activity Bonds for the purpose of financing one or more multifamily rental housing projects for low- and moderate - income persons and families or to issue Private Activity Bonds for the purpose of providing single-family mortgage loans to low- and moderate -income persons and families ("Revenue Bonds"), and the Assignee has expressed its willingness to attempt to issue Revenue Bonds with respect to the 2017 Allocation assigned herein; and WHEREAS, the Board of County Commissioners of the Assignor has determined to assign to the Assignee all or a portion of its 2017 Allocation, and the Assignee has agreed to accept such assignment, which is to be evidenced by this Assignment. NOW, THEREFORE, in consideration of the premises and the mutual promises hereinafter set forth, the parties hereto agree as follows: 1. The Assignor hereby assigns to the Assignee $ 7,706,500 of its 2017 Allocation [the "Assigned Allocation"], subject to the terms and conditions contained herein. The Assignor represents that it has received no monetary consideration for said assignment. 2. The Assignee hereby accepts the assignment to it by the Assignor of the Assigned Allocation, subject to the terms and conditions contained herein. The Assignee agrees to use its best efforts to issue and sell Revenue Bonds in an aggregate principal amount equal to or greater than the Assigned Allocation, in one or more series, and to make proceeds of such Revenue Bonds available from time to time for a period of two (2) years from the date of this Assignment to finance multifamily rental housing projects located in the Jurisdiction, or to issue Revenue Bonds for the purpose of providing single-family mortgage loans to low- and moderate income persons and families in the Jurisdiction. 3. The Assignor hereby consents to the election by the Assignee, if the Assignee in its discretion so decides, to treat all or any portion of the Assigned Allocation as an allocation for a project with a carryforward purpose or to make a mortgage credit certificate election, in lieu of issuing Revenue Bonds. 4. The Assignor and Assignee each agree that it will take such further action and adopt such further proceedings as may be required to implement the terms of this Assignment. 5. Nothing contained in this Assignment shall obligate the Assignee to finance any particular multi -family rental housing project located in the Jurisdiction or elsewhere or to finance single- family mortgage loans in any particular amount or at any particular interest rate or to use any particular percentage of the proceeds of its Revenue Bonds to provide mortgage loans or mortgage credit certificates to finance single-family housing facilities in the Jurisdiction, provided that any Revenue Bond proceeds attributable to the Assigned Allocation shall be subject to paragraph 2 above. 6. This Assignment is effective upon execution and is irrevocable. IN WITNESS WHEREOF, the parties hereto have duly executed this Assignment on the date first written above. [SEAL) ATTEST: By: Name: Title: di e o :I:I.:op:on,0,07.: :: .s. . . 2 10 G [SEAli `2:: SEAL ATTEST: '• •,. By: Assistant Secretary County of Weld By: �+; i Name: Julie A. Cozad V JUL 1 7 2017 Title: , Colorado Chair, Board of Weld County Commissioners COLORADO HOUSING AND FINANCE AUTHORITY By: Name: i47 'A IAPPE Title: f:0 020/7- a.3oY chfa. financing the places where people live and work denver 1981 Blake Street Denver, CO 80202 PO Box 60 Denver, CO 80201 303.297.chfa (2432) 800.877.chfa (2432) toll free 800.659.2656 tdd western slope 348 Main Street Grand Junction, CO 81501 970.241.2341 800.877.8450 toll free www.chfainfo.corn NOTIFICATION OF ASSIGNMENTS OF PRIVATE ACTIVITY BOND CEILING July 26, 2017 VIA E-MAIL Ms. Ann Watts Colorado Department of Local Affairs Division of Housing 1313 Sherman Street, Room 320 Denver, Colorado 80203 Dear Ms. Watts: Pursuant to Section 24-32-1706(2) of the Colorado Private Activity Bond Ceiling Allocation Act, the Colorado Housing and Finance Authority ("Authority") and the County of Weld, Colorado ("County") hereby notify of the County's assignment to the Authority of $7,706,500 of its 2017 allocation of the State's private activity bond ceiling. Enclosed for your records is a copy of the executed Assignment of Allocation (the "Assignment"). The Assignment esCounty's representation that it received no monetary consideration for the assignment the d its consent to the Authority's allocation of all or any portion of the assigned amount to a project with a carryforward purpose. Sincerely, Roxanne Barlow Legal Assistant cc: Don Warden, County of Weld (Via E-mail) Stanley M. Raine, Esq., Sherman & Howard, L.L.C. (Via E-mail) Cory G. Kalanick, Esq., Sherman & Howard, L.L.C. (Via E-mail) Charles K. Knight, CHFA (Via E-mail) Enclosure ,20/7- 02.50f Esther Gesick From: Sent: To: Subject: Attachments: Don Warden Wednesday, July 12, 2017 8:40 AM Esther Gesick; Bruce Barker FW: Assignment of Weld County 2017 PAB to CHFA 2017 Assignment of Allocation Weld County.pdf; 2017 Assignment Resolution form - Weld County.doc; 2017 County Attorney Certificate - Weld County.doc Esther, can you fill in the assignment form for the Chair to sign and put the resolution in our format. Also, put the item on the agenda for Monday. Once the resolution is approved and forms signed will you send to Melissa Nuccio at CHFA. Bruce, can fill out the certification of the attorney and sign it. Then give to Esther to send to state. Thanks! Donald D. Warden Director of Finance and Administration Finance and Administration PO Box 758 1150 O Street Greeley, CO 80632 tel: 970-356-4000 Extension 4218 email: dwarden@co.weld.co.us Confidentiality Notice: This electronic transmission and any attached documents or other writings are intended only for the person or entity to which it is addressed and may contain information that is privileged, confidential or otherwise protected from disclosure. If you have received this communication in error, please immediately notify sender by return e-mail and destroy the communication. Any disclosure, copying, distribution or the taking of any action concerning the contents of this communication or any attachments by anyone other than the named recipient is strictly prohibited. From: Melissa Nuccio [mailto:mnuccio@chfainfo.com] Sent: Tuesday, July 11, 2017 4:52 PM To: Don Warden <dwarden@weldgov.com> Cc: Karen Harkin <kharkin@chfainfo.com>; Charles Knight <cknight@chfainfo.com>; Stan Raine - Sherman & Howard L.L.C. (SRAINE@shermanhoward.com) <SRAINE@shermanhoward.com>; Josh Russell <Josh@mcgdenver.com> Subject: Assignment of Weld County 2017 PAB to CHFA Don, It is CHFA's understanding that Weld County wishes to assign its 2017 PAB cap to CHFA. Attached please find the necessary documents to complete the assignment. There are still a few "blanks" on the documents that you will have to fill in before executing the documents. 1 Once complete and fully executed, please return the documents to me prior to September 15, 2017. CHFA does not need original documents, so they can just be emailed. If you prefer to have an original document for your files, please send them to me via mail at CHFA, PO Box 60, Denver, CO 80201. I will have them executed and will return an original to you. Please don't hesitate to reach out should you have any questions. Thank you, Melissa Nuccio Paralegal Legal Operations Colorado Housing and Finance Authority CHFA's Denver office has temporarily relocated. Please update your records. Visit www.chfainfo.comltempmove to learn more. 7595 Technology Way, Suite 300 Denver, CO 80237 PO Box 60 Denver, CO 80201 303.297.7805 direct 303.297.2432 main 800.877.2432 toll free www.chfainfo.com financing the places where people live and work Please note that Internet email is not entirely private. While this message (including any attachments) is intended only for the use of the addressees, it can possibly be intercepted, redirected, altered, or viewed by unauthorized parties. For security purposes, please do not include any personal information such as Social Security numbers, account numbers, or account balances in any email correspondence. Furthermore, this email and any attachments are confidential, except where the email states it can be disclosed; it may also be privileged. If received in error, please do not disclose the contents to anyone, do not forward it, delete it (and any attachments) from your system, destroy any copies and notify the sender immediately. Please consider the environment before printing this email. 2 Hello