HomeMy WebLinkAboutResolution Fort Worth Housing Finance Corporation (FWHFC) FWHFC-2019-07RESOLUTION NO. FWHFC-2019-07
FORT WORTH HOUSING FINANCE CORPORATION
A RESOLUTION
SETTING ASIDE $5 MILLION OF THE CORPORATION'S FUNDS FOR THE
DEVELOPMENT OF PERMANENT SUPPORTIVE HOUSING IN THE CITY OF FORT
WORTH
WHEREAS, the City Council of the City of Fort Worth ("City") has adopted development
and revitalization of the City's neighborhoods and affordable housing stock as a strategic goal, and
City citizens and the City Council have determined that quality accessible affordable housing is
needed for moderate, low and very low income City citizens;
WHEREAS, the City Council created the Fort Worth Housing Finance Corporation (the
"Corporation") in 1979 pursuant to the Texas Housing Finance Corporations Act, Chapter 394
of the Texas Local Government Code, to facilitate neighborhood revitalization and 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 citizens in
acquiring quality, accessible, affordable housing through lending and construction activities;
WHEREAS, in 2008 the City Council adopted Directions Home: Making Homelessness
Rare, Short -Term, and Nonrecurring in Fort Worth, Texas within Ten Years as the City's
official homelessness plan ( "Directions Home"). The City's homelessness plan, implemented by
the Directions Home unit of the City Manager's Office, demonstrates the City Council's
commitment to ending chronic homelessness in Fort Worth;
WHEREAS, the City Council in 2014 appointed a Task Force on Permanent Supportive
Housing and adopted Permanent Supportive Housing Guidelines and Recommendations in 2015
which included support for scattered site, single site and integrated models located near public
transportation (City Council Resolutions No 4349-08-2014 and 4459-06-2015);
WHEREAS, the Corporation, the Housing Authority of the City of Fort Worth d/b/a Fort
Worth Housing Solutions, and Tarrant County Homeless Coalition agreed to share the costs of
hiring a consultant to assist in the preparation of a strategic plan or framework for the development
of affordable housing in the City. Other partners in developing the affordable housing plan include
Tarrant County, the Tarrant County Housing Finance Corporation, Housing Channel, Fort Worth
Area Habitat for Humanity, Inc. and Tarrant County Samaritan Housing;
WHEREAS, the Board of Directors of the Corporation (the "Board") and the City Council
both adopted Resolutions supporting the Fort Worth Affordable Housing Strategic Plan
(Resolution No. FWHFC-2018-07 and Resolution No. 5026-2018);
WHEREAS, the affordable housing strategy, now known as the Fort Worth Housing
Strategic Framework Plan (the "Strategic Framework Plan"), includes a special focus on the
creation of Permanent Supportive Housing for chronically homeless individuals and families as a
RESOLUTION NO. FWHFC-2019-07
PAGE
priority and identifies the Corporation and the City as funders and development partners for the
creation of Permanent Supportive Housing units, and recommends guidelines for developers to
qualify for City or Corporation funds for Permanent Supportive Housing projects;
WHEREAS, Permanent Supportive Housing ("PSH") involves long term rental assistance
and case management for individuals and families who have been homeless for over a year and
are disabled, and Tarrant County needs 1,450 new units of PSH by 2026 to end chronic
homelessness;
WHEREAS, the Corporation has $5,000,000.00 in a restricted account which began as a
result of a refund from certain single family bonds issued by the Corporation in the 1980s and
1990s which can be used as a source of forgivable loans approved by the Board to fund PSH
projects that meet the following criteria:
At least 20 PSH units per project
No more than $25,000.00 of Corporation funds per PSH unit
Foundations/grants to match Corporation funds dollar for dollar
Forgivable, no interest loans evidenced by promissory notes and loan agreements, secured
by mortgage liens
20-year performance period as PSH project
Developers to furnish equity
Project must be financially viable for entire 20-year performance period
Project must meet acceptable underwriting criteria including project operations, sources
and uses, ownership structure, developer financial strength
All loans subject to Board approval
WHEREAS, the Board desires to set aside $5,000,000.00 of the Corporation's funds from
its restricted account for the purpose of funding the development of Permanent Supportive
Housing.
NOW THEREFORE, BE IT RESOLVED BY THE BOARD OF DIRECTORS OF
THE FORT WORTH HOUSING FINANCE CORPORATION:
1. THAT the Board authorizes the use of $5,000,000.00 of the Corporation's funds from its
restricted account for the purpose of funding the development of Permanent Supportive
Housing ("PSH") on the following terms and conditions:
At least 20 PSH units per project
No more than $25,000.00 of Corporation funds per PSH unit
Foundations/grants to match Corporation funds dollar for dollar
Forgivable, no interest loans evidenced by promissory notes and loan agreements, secured
by mortgage liens
20-year performance period as PSH project
Developers to furnish equity
RESOLUTION NO. FWHFC-2019-07
PAGE 3
Project must be financially viable for entire 20-year performance period
Project must meet acceptable underwriting criteria including project operations, sources
and uses, ownership structure, developer financial strength
All loans subject to Board approval
2. THAT Fernando Costa, General Manager of the Corporation, or Sonia Singleton, Assistant
General Manager of the Corporation, or their duly appointed successors, are each
authorized to execute and deliver loan commitments or similar documents for loans to fund
the development of PSH projects prior to final Board approval on the terms and conditions
set forth in Attachment I, and are each authorized to extend, modify and amend any such
loan commitment or similar document, provided that any such extensions, modifications
and amendments are within the scope of the proposed project, and in conformance with the
goals and purposes of the Corporation, as may be amended from time to time.
3. THAT Fernando Costa, General Manager of the Corporation, or Sonia Singleton, Assistant
General Manager of the Corporation, or their duly appointed successors, are each
authorized to change, modify or amend the terms and conditions set forth in Attachment
I in their discretion without prior Board approval, other than the terms and conditions of
item 1 of this Resolution, provided that any such changes, modifications and amendments
are in conformance with the goals and purposes of the Corporation, as may be amended
from time to time
THAT this Resolution takes effect from the date of its adoption.
AND IT IS SO RESOLVED.
Adopted October 22, 2019.
FORT WWTH HOUSING FINANCE CORPORATION
RESOLUTION NO. FWHFC-2019-07
PAGE 4 - ATTACHMENT 1
ATTACHMENT I
TERMS AND CONDITIONS OF THE FORT WORTH HOUSING FINANCE
CORPORATION FUNDING FOR DEVELOPMENT OF PERMANENT SUPPORTIVE
HOUSING
Loan Terms
Lender:
Fort Worth Housing Finance Corporation
Borrowers:
Entity qualified to do business in Texas. Must be experienced housing
developer and have documented capacity to construct and operate
multifamily housing that benefits low income households.
Projects:
Affordable or market rate housing projects with minimum of 20 PSH
units. New construction or rehab acceptable.
PSH Tenants
Tenants for PSH units funded by Lender must be chronically homeless
individuals referred through the Tarrant County Continuum of Care
Coordinated Entry throughout the Performance Period.
Loan Amount:
TBD by underwriting
Origination Fee:
None
Interest Rate:
0%
Loan Term:
Begins on date loan documents are executed. Matures 20 years from
project stabilization
Loan Documents:
Loan Agreement, Promissory Note, Deed of Trust, and Guaranty (if
applicable)
Performance
Units funded by Lender must remain PSH units for 20-year performance
Period:
period commencing at project stabilization
Location:
Within City corporate boundaries. Site use must be consistent with City's
Comprehensive Plan
Underwriting
Must establish that project will be financially viable for entire 20-year
performance period. Will include evaluating ownership structure, project
operations, sources and uses of funds including cash flow analysis,
developer's most recent financial statements and if applicable, financial
statements from team members, any owners and guarantors
Match: Foundations or other grant funds must match FWHFC funds dollar per
dollar
General Contractor: Acceptable to FWHFC
RESOLUTION NO. FWHFC-2019-07
PAGE 5 - ATTACHMENT I PAGE 2
Guarantor: Payment and completion guarantees in form and substance acceptable to
FWHFC required during construction period. If personal guarantees are
required, must be acceptable to FWHFC in amount, form and substance
Other Conditions: Pay all costs of loan closing including Lender attorney fees
Provide lender's title policy
Acceptable enviromnental remediation, if required
All financing acceptable to Lender
Lien priority acceptable to Lender
Approval of final construction plans for project
Survey acceptable to Lender
Appraisal acceptable to Lender
P & P bond or LOC or satisfactory equivalent from General Contractor
Receipt of all required governmental approvals
Approval of current financial statements from Guarantor
Approval of final project budget
Borrower counsel opinion in form and content satisfactory to Lender
Monitoring: Project to be monitored at least annually for acceptable compliance with
appropriate management and operation of a PSH project, and that tenants
occupying the PSH units funded by Lender were chronically homeless
individuals referred through the Tarrant County Continuum of Care
Coordinated Entry
Reports: Annual audit, copies of all reports to local, state or federal agencies,
voucher providers. Any other reports identified by Lender
ALL LOANS ARE SUBJECT TO APPROVAL BY THE BOARD OF DIRECTORS.
FWHFC RESERVES THE RIGHT AT ANY TIME AND FROM TIME TO TIME TO
CHANGE THE ABOVE LISTED LOAN TERMS AND CONDITIONS BASED ON
FINANCING REQUIREMENTS, CHANGES IN CONSTRUCTION PRACTICES,
APPLICABLE LEGAL OR REGULATORY CHANGES, OR BEST PRACTICES IN
THE DEVELOPMENT OR OPERATION OF PSH PROJECTS.