HomeMy WebLinkAboutResolution Fort Worth Housing Finance Corporation (FWHFC) FWHFC-2022-04RESOLUTION NO. FWHFC-2022-04
FORT WORTH HOUSING FINANCE CORPORATION
RESOLUTIONS APPROVING ACTIONS OF THE CORPORATION AS SOLE
MEMBER OF PFW OAK GROVE GP, LLC, THE GENERAL PARTNER OF
PALLADIUM OAK GROVE, LTD., AND APPROVING ALL ACTIONS NECESSARY
FOR THE FINANCING, DEVELOPMENT AND OPERATION OF THE PALLADIUM
OAK GROVE APARTMENTS
WHEREAS, the City Council of the City of Fort Worth ("City") created the Fort Worth
Housing Finance Corporation (the "Corporation") in 1979 pursuant to the Texas Housing Finance
Corporations Act, to facilitate housing initiatives in the City, including but not limited to, issuing
tax exempt bonds; developing, rehabilitating, and promoting housing; and assisting low to
moderate income City residents in acquiring quality, accessible, affordable housing through
lending and construction activities;
WHEREAS, the Board of the Corporation has approved an agreement with Palladium
USA, Inc. ("Palladium"), a Delaware corporation, to develop the Palladium Oak Grove
Apartments, an approximately 240-unit multifamily housing development to be located at 840 and
1000 Oak Grove Road (the "project"). Palladium will apply for 2022 Non -Competitive (4%)
Housing Tax Credits as well as multifamily housing revenue bonds from the Texas Department of
Housing and Community Affairs ("TDHCA") to finance a portion of the costs of the project;
WHEREAS, the project will include units affordable to households at or below 60% of
area median income;
WHEREAS, the Corporation has agreed to participate in the project by becoming the sole
member of PFW Oak Grove GP, LLC, a Texas limited liability company (the "GP"), the general
partner of Palladium Oak Grove, Ltd., a Texas limited partnership (the "Partnership"), which has
been organized to acquire, construct, develop, improve, operate, control and maintain and own the
project;
WHEREAS, to the Corporation will acquire approximately 11.70 acres of land (the
"Land"), on which the project will be constructed and operated either from the current land owner
or from Palladium or an affiliate of Palladium, which may enter into a contract with the current
land owner and assign said contract to the Corporation;
WHEREAS, the Partnership desires to enter into a Ground Lease with the Corporation
whereby the Partnership shall have a tenant's leasehold estate in the Land;
WHEREAS, the Partnership desires to enter into various agreements, including a
Development Fee Agreement, for the development of the project with Palladium, an Palladium
affiliate and the Corporation;
RESOLUTION NO. FWHFC-2022-04
Page 2 of 5
WHEREAS, Palladium has submitted an application to TDHCA requesting an allocation
for qualified residential rental housing bonds in the amount of $25,600,000.00 (the "Bonds") for
the purpose of obtaining funds to finance the project;
WHEREAS, in order to provide debt financing for the development, construction, and
operation of the project, the Partnership desires to negotiate the terms of and to enter into, (i)
construction and permanent loans in an amount necessary to finance and for the completion of the
project, (ii) a bridge or supplemental loan, if deemed necessary to finance and for the completion
of the project, (iii) any other additional loans necessary to provide further debt financing for the
project (collectively, the "Mortgage Loans");
WHEREAS, the GP desires to admit to the Partnership: (i) Palladium Oak Grove SLP,
LLC or an affiliate as Class B Special Limited Partner; (ii) an Investor Limited Partner through
the use of Housing Tax Credits awarded as an equity source and private activity bonds issued by
the TDHCA for the project; and (iii) other limited partners as may be necessary to facilitate other
funding sources for the project (collectively, the "Limited Partners"); and the GP desires to
amend and restate the Agreement of Limited Partnership in order to admit the Limited Partners;
WHEREAS, the Board of the Corporation adopts the following resolutions, as the
resolutions of the Corporation acting on behalf of the GP in its own capacity, and acting on behalf
of the GP in its capacity as the General Partner of the Partnership:
NOW THEREFORE, BE IT RESOLVED BY THE BOARD OF DIRECTORS OF
THE FORT WORTH HOUSING FINANCE CORPORATION:
GROUND LEASE
RESOLVED, that the Partnership is authorized to lease the Land from the Corporation;
FURTHER RESOLVED, that the Partnership, as tenant, is authorized to negotiate,
execute and deliver a Ground Lease by which the Land shall be leased by the Corporation as
landlord, to the Partnership for a period of up to 99 years, and a Memorandum of Lease, and
further, to negotiate, execute and deliver all other documentation of every nature whatsoever as
the Corporation, acting on behalf of the GP and the Partnership, may deem advisable, necessary,
desirable, or required for such lease (collectively, the "Lease Documents"); and that the Lease
Documents in each and every respect are approved and authorized;
DEVELOPMENT AGREEMENTS
RESOLVED, that the Corporation and the Partnership are hereby authorized to enter into
a Development Fee Agreement for the project with Palladium or an affiliate of Palladium and the
Corporation as developer or co -developers;
FURTHER RESOLVED, that the Partnership, as project owner, is authorized to
negotiate, execute and deliver the Development Fee Agreement along with any other
RESOLUTION NO. FWHFC-2022-04
Page 3 of 5
documentation of every nature whatsoever as the Corporation, acting on behalf of the GP and the
Partnership, may deem advisable, necessary, desirable, or required for the development of the
project (collectively, the "Development Documents"); and that the Development Documents in
each and every respect are approved, authorized, ratified and confirmed;
MORTGAGE LOANS
RESOLVED, that the Partnership is hereby authorized to enter into mortgage loans for
construction and permanent debt financing for the project (the "Mortgage Loans");
FURTHER RESOLVED, that the Partnership and the GP, in connection with the
Mortgage Loans and related transactions contemplated thereby, are each authorized to negotiate,
execute and deliver all loan documents including loan agreements, letters of credit, promissory
notes, deeds of trust and security agreements, and any other related affidavits, security instruments,
notes, assignments, agreements, financing statements, documents, instruments, intercreditor
agreements, subordination agreements (if any), indemnities, and all affidavits, documents,
instruments, certifications, consents, and other writings of every nature whatsoever (collectively,
the "Mortgage Loan Documents") as the Corporation, acting on behalf of the GP and the
Partnership, may deem advisable, necessary, desirable, or required for any necessary financing of
the project (i) in an amount necessary to finance and complete the project (ii) a bridge or
supplemental loan, if deemed necessary for the development of the project, and (iii) any other
additional loans necessary for the development of the project; and that the Mortgage Loan
Documents in each and every respect are approved and authorized;
FURTHER RESOLVED, that the Partnership and the GP, in connection with a refinance
of the Mortgage Loans and related transactions contemplated thereby, are each authorized to
negotiate, execute and deliver all loan documents including loan agreements, letters of credit,
promissory notes, deeds of trust and security agreements, and any other related affidavits, security
instruments, notes, assignments, agreements, financing statements, documents, instruments,
intercreditor agreements, subordination agreements (if any), indemnities, and all affidavits,
documents, instruments, certifications, consents, and other writings of every nature whatsoever
(collectively, the "Mortgage Loan Refinance Documents") as the Corporation, acting on behalf
of the GP and the Partnership, may deem advisable, necessary, desirable, or required for any
necessary refinancing of the project (i) that does not exceed the original principal amount of the
construction and permanent financing secured against the Project at the time of conversion or
stabilization (ii) that provides cost savings to the project over the life of the project; and that the
Mortgage Loan Refinance Documents in each and every respect are approved and authorized;
PARTNERSHIP AGREEMENT
RESOLVED, that the GP and the Partnership are hereby authorized to admit the Limited
Partners to the Partnership, pursuant to the terms and conditions as set forth in the proposed
Amended and Restated Limited Partnership Agreement for the Partnership;
RESOLUTION NO. FWHFC-2022-04
Page 4 of 5
FURTHER RESOLVED, that the GP is authorized to negotiate, execute and deliver an
Amended and Restated Limited Partnership Agreement for the Partnership, by which, among other
things, the Limited Partners are admitted into the Partnership and to negotiate, execute and deliver
all other documents, instruments, certificates, ancillary equity agreements, consents, statements,
and various other writings and documentation of every nature whatsoever as the Corporation,
acting on behalf of the GP and the Partnership, may deem advisable, necessary, or desirable to
carry into effect the intent of these resolutions (collectively, the "Equity Documents"); and that
the Equity Documents are hereby approved and authorized;
ALL CLOSING DOCUMENTS AND AUTHORITY
RESOLVED, that the Corporation, acting in its own capacity and in its capacity as the
Sole Member of the GP, the General Partner of the Partnership, in connection with all actions
authorized in these resolutions, and related transactions contemplated thereby, is authorized to
negotiate, approve, execute, and deliver the Lease Documents, the Development Documents, the
Mortgage Loan Documents, the Mortgage Loan Refinance Documents, the Equity Documents and
all such agreements, affidavits, security instruments, notes, deeds of trust, assignments, financing
statements, documents, instruments, consents, applications, certifications, and other writings of
every nature whatsoever as the Corporation deems necessary to consummate the closing of the
transactions contemplated by these resolutions (collectively, the "Closing Documents"), and that
the Closing Documents in each and every respect are hereby authorized, ratified, and confirmed;
FURTHER RESOLVED, that Fernando Costa, the General Manager of the Corporation,
or Victor Turner, the Assistant General Manager of the Corporation, or their duly appointed
successors, or in the absence of such officer, any other duly elected officer of the Corporation
(each, the "Executing Officer"), are hereby fully authorized to negotiate and approve the terms of
and to execute and deliver the Closing Documents and other documents for and on behalf of the
Corporation, the GP, or the Partnership, as applicable;
FURTHER RESOLVED, that the Executing Officer is hereby authorized and directed for
and on behalf of, and as the act and deed of, the Corporation acting in its own capacity and in its
capacity as the Sole Member of the GP, the General Partner of the Partnership to take such other
action in the consummation of the transactions herein contemplated and to do any and all other
acts and things necessary or proper in furtherance of the transactions contemplated by these
resolutions, as the Executing Officer shall deem to be necessary or desirable, and all acts heretofore
taken by the Executing Officer to such end are hereby expressly ratified and confirmed as the acts
and deeds of the Corporation;
FURTHER RESOLVED, that all of the actions, documents, correspondences, recordings,
instruments, or other writings that are necessary, advisable, or desirable in order to carry out the
foregoing resolutions, and for the conveyance and leasing of the Land, and the development and
financing of the project, for and on behalf of the Corporation, the GP, or the Partnership, as
applicable, their approval of each to be conclusively evidenced by their execution thereof, are
hereby approved;
RESOLUTION NO. FWHFC-2022-04
Page 5 of 5
FURTHER RESOLVED, that, to the extent any of the actions authorized by these
resolutions have already been taken by the GP, the Partnership, the Corporation, Fernando Costa
or Victor Turner, such actions are hereby ratified and confirmed as the valid actions of the
Corporation, GP, and Partnership, as applicable, effective as of the date such actions were taken.
These resolutions shall take effect on the date of their adoption.
AND IT IS SO RESOLVED.
ADOPTED March 29,2022.
FORT WORTH HOUSING FINANCE CORPORATION
Carlos' loxes
President
Attest:
Jannette S. Goodall
Corporate Secretary