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HomeMy WebLinkAboutPOWERPOINT PRESENTATION (SUCCESSOR AGENCY TO THE TUSTIN COMMUNITY REDEVELOPMENT AGENCY ITEM #1) OVERSIGHT BOARD OF THE SUCCESSOR AGENCY TO THE TUSTIN COMMUNITY REDEVELOPMENT AGENCY s June ia, 2016 Fe Background • The former Tustin Community Redevelopment Agency issued two series of tax allocation bonds in 2010: $26.170 million Tax Allocation Bonds, Series 2010 (the "2010 Housing Bonds") to refinance low and moderate income housing activities within the City A $44.170 million Tax Allocation Bonds (MCAS-Tustin Redevelopment Project Area), Series 2010 (the "2010 Redevelopment Bonds") to finance redevelopment activities within and for the benefit of the MCAS-Tustin Redevelopment Project • The current outstanding par amount of the 2010 Housing Bonds is $21.225 million and the bonds are callable on any date on or after September 1, 2020 at par • The current outstanding par amount of the 2010 Redevelopment Bonds is $40. 160 million and the bonds are callable on any date on or after September 1, 2018 at 102% of par 2 Background - continued • The Dissolution Act (ABx1 26, as amended by AB 1484) authorizes the Successor Agency to issue refunding bonds for the purpose of achieving debt service savings • Staff has determined in consultation with its Municipal Advisor that current market conditions allow for the issuance of refunding bonds to refinance the 2010 Housing Bonds and 2010 Redevelopment Bonds to provide annual savings of approximately $507,000 A All taxing entities' shares are provided on page 4 Taxing Entities ' Shares of the • VOW** Proiected Savin (w, s % of Projected Average Taxing Entity Annual Savings $507,348 Orange County General Fund 6.93% $35,170 Orange County Public Library 1.88% $9,518 Orange County Flood Control District 2.23% $11,311 O.C. Harbors Beaches & Parks CSA 26 1.72% $8,737 Educational Revenue Augmentation Fund 17.72% $89,879 Orange County Cemetery Fund- General 0.06% $293 City of Tustin 6.80% $34,501 East Orange County Water Dist.- General Fund 0.27% $1,378 Orange County Vector Control District 0.12% $629 Orange County Water District 0.88% $4,485 Orange County Transit Authority 0.32% $1,598 Orange County Sanitation District 1.84% $9,318 Irvine Unified General Fund 11.45% $58,085 Santa Ana Unified General Fund 0.90% $4,543 Tustin Unified General Fund 35.12% $178,197 Rancho Santiago Community College General Fund 0.20% $999 South Orange County Community College Dist-General 9.74% $49,439 O.C. Dept. of Education- General Fund 1.83% $9,265 TOTAL 100.00% , . Source: HdL dik Today' s ' • Approval of today's Oversight Board Resolution will authorize the issuance and sale of the Successor Agency to the Tustin Community Redevelopment Agency Tax Allocation Refunding Bonds, Series 2016 to refund the outstanding 2010 Housing Bonds and 2010 Redevelopment Bonds • Today's Resolution also appoints the financing team comprised of Quint and Thimmig as Bond/Disclosure Counsel, Fieldman, Rolapp & Associates as Municipal Advisor, HdL as Fiscal Consultant, and BNY Mellon as Trustee/Escrow Agent • The bond documents approved with this Resolution include: A Indenture of Trust Escrow Deposit and Trust Agreements T4..Ivq- dy Today' s • continued 1*4'- • Indenture of Trust — The Indenture of Trust ("Indenture") is by and between the Successor Agency and BNY Mellon Trust Company, N .A. as Trustee. The Refunding Bonds shall be issued pursuant to the law governing the dissolution of redevelopment agencies and pursuant to the Indenture. A The Indenture describes the terms of the Refunding Bonds, and contains provisions relating to the redemption, prepayment, defeasance, default and amendment of or to the Refunding Bonds. A Pursuant to the Resolution, the Successor Agency authorizes the delivery and performance by the Successor Agency of the Indenture and approves the covenants set forth in the Indenture. • Escrow Deposit and Trust Agreements — The Escrow Deposit and Trust Agreements are by and between the Successor Agency and the Trustee (BNY Mellon Trust Company, N.A.) acting as escrow agent and specify the terms and conditions to provide for the payment and redemption of the outstanding 2010 Housing Bonds and 2010 Redevelopment Bonds. SP� Next Steps IIqW • Oversight Board approval of Successor Agency action to issue the Refunding Bonds and make determination of savings — 7/14/16 • Submission of Successor Agency and Oversight Board Resolutions to the Department of Finance — June 15, 2016 • Secure underlying credit ratings and bond insurance and reserve fund surety — July/August 2016 • Department of Finance approval to proceed with the Refunding Bonds — August 2016 • Oversight Board of the Successor Agency approval of the Preliminary Official Statement — August 16, 2016 • Price the bonds — late August 2016 • Bond closing and payoff of outstanding Former Agency obligations — September 2016 June 14, 2016 Questions