HomeMy WebLinkAbout08-16-2016 Regular Council Meeting MinutesMARANA TOWN COUNCIL
REGULAR COUNCIL MEETING MINUTES
115 5 5 W. Civic Center Drive, Marana, Arizona 8 5 65 3
Council Chambers, August 16, 2016, at or after 7:00 PM
Ed Honea, Mayor
Jon Post, Vice Mayor
David Bowen, Council Member
Patti Comerford, Council Member
Herb Kai, Council Member
Carol McGor ray, Council Member
Roxanne Ziegler, Council Member
REGULAR COUNCIL MEETING
CALL TO ORDER R AND ROLL CALL. Mayor Honea called the meeting to order at 7:02
p.m. Town Clerk Bronson called roil. All Council Members were present with the exception
of Council Member Ziegler, who was excused.
PLEDGE OF ALLEGIANCE /INVOCA.TION /MOMENT OF SILENCE, Led by Mayor
Honea,
APPROVAL OF AGENDA. Motion to a
PP
rove b Council Member McGo rray, second by
Council. Member Bowen. Unanimously passed 6-0.
CALL TO THE PUBLIC. There were no speaker cards presented.
PROCLAMATIONS
P I Proclaiming August 21 - -27, 2016 National Employer Support of the Guard and Reserve
Week (Jocelyn C. Bronson) Read by Town Clerk Bronson.
MAYOR AND COUNCIL REPORTS: SUMMARY OF CURRENT EVENTS. 'No reports.
MANAGER'S REPORT: SUMMARY OF CURRENT EVENTS. No report.
August 16, 2016 Regular Council Meeting Minutes �
PRESENTATIONS
CONSENT AGENDA. .Motion to approve by Vice .Mayor Post, second by Council Member
Bowen. Passed unanimously 6-0.
C1 Resolution No. 2016-08 1 : Relating to Utilities; approving and authorizing the Mayor to
sign an Agreement for Construction of Water Facilities Under Private Contract for the Marana
Assisted Living project (Scott Schladweiler)
C2 Resolution No. 2016-082 Relating to Transaction Privilege Tax; approving and
authorizing the Mayor to execute a modification to Intergovernmental Agreement Between The
State of .Arizona and the Town of Marana regarding the administration, collection, audit and/or
licensing of transaction privilege tax and affiliated excise taxes imposed by the Town of Marana
(Erik Montague)
C3 Resolution No. 2016-083 Relating to Finance; declaring, for purposes of section 1.150 -2
of the federal treasury regulations, official intent to be reimbursed in connection with certain
capital expenditures relating to wastewater treatment facilities (Erik Montague)
LIQUOR LICENSES
L1 Relating to Liquor Licenses; recommendation to the Arizona Department of Liquor
Licenses and Control regarding a new series 14 Club liquor license application submitted by
Ryan Witner Anderson on behalf of Del Webb at Dove Mountain Community Association, Inc.,
located at 14085 N. Del Webb Trail, Marana, Arizona 85658 (Jocelyn C. Bronson). Presented
by Ms. Bronson, who noted that the application was properly reviewed and no protests were
received. Staff recommends approval. .lotion to approve by Vice Member Post, second by
Council. Member Bowen. Passed unanimously 6--0.
BOARDS, COMMISSIONS AND COMMITTEES
COUNCIL ACTION
Al PUBLIC HEARING Feasibility report for projects, the construction of which are to be
financed with proceeds of sale of general obligation bonds. Resolution No. GFCFD 2016-03
[Marana Town Council acting as the Gladden Farms Community Facilities District Board of
Directors] : Consideration and possible adoption of a resolution approving a feasibility report
with regard to projects and resolving intent therefor; authorizing the sale and issuance of general
obligation and general obligation refunding bonds, Series 2016; prescribing certain terms and
conditions of such bonds; approving the form and authorizing the execution and delivery of
necessary related documents and an official statement; delegating the determination of certain
terms of such bonds and matters related thereto to the district chief financial officer and
authorizing the subsequent levying of an ad valorem property tax with respect to such bonds.
Board Chair Ilonea noted that the Council would be sitting as Board Members for this item.
Board Chair Honea opened the public hearing. Erik Montague introduced the item and noted
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that the Gladden Farms development has been active since 2004. Gladden Forest had been the
developer of this project until approximately December of 2012 when remaining portions of the
project were sold to Petrus Land Investors 11 and formed a new company and brought on Dean
Wingert and GK Rihl to oversee the continuance of that project. The current favorable market
rate environment combined with some of the landowner changes provide an opportunity to look
at refunding or refinancing the remaining portions of the outstanding debt as well as looking at
key deal points as part of that overall structure of that financing. Based on the current market
environment, it is anticipated that some significant savings could be achieved. Present tonight
are various members of the group working with the developer, including the district financial
advisor, Marls Reader with Stifel. District bond counsel from Greenburg Traurig are Michael
Caf so and Paul Gales. Developer representative from Crown west Land Group is OK Rihl. Tied
to this financing and restructuring is a new money piece up to $400K to acquire an additional
portion of the Gladden Farms Park. This is what requires, by statute, information to the public
through the public hearing the feasibility study.
There were no speakers, and Chair Hones closed the public hearing. Mark Reader then
presented background on the debt structure and some of the things happening in the market as
well as an overview of the transaction. The purpose of the refinancing is to save a substantial
amount of money on the debt service for the development. He began with an overview of the
financial markets, including the Federal Reserve rate hike which is on hold. He then presented a
chart showing rates a year ago and where they are now, which is good news. The cash that is
coming into the municipal bond funds is good news. He indicated that we are close to all -time
historical lows in the market. He then gave a brief summary of Gladden when it started in 2002
when the development agreement was signed. Development started in 2004 as a master planned
community, and the developers approached the town to form a community facilities district of
about 700 acres for the development of approximately 1,746 residential units. When the district
was formed, they had a $69M general obligation bond election to help fund public infrastructure.
There was a public policy secondary tax rate objective of about $2.50 per 100, and a $30 M & 0
levy. over the course of 2004 -2010, the district issued about $9.4M in bonds for purposes of
financing and reimbursing public infrastructure. The annual debt service associated with that is
about $700K.
So over the past 12 years, it's been an overall successful development. The secondary $2.50 tax
rate was never exceeded during that period. However, the great recession held down the tax base
which we were hoping would grow faster. So the $2.50 tax rate has not been sufficient to pay all
the bond payments, and the developer has paid that shortfall each year over the past 12 years.
There are four public home builders there now, which is a good sign. The future shortfall by the
developer we think will be minimal depending on what happens to the tax base. We structured in
about $700K in a letter of credit provided by the developer in the event there is a problem going
forward. We feel good about the progress and the way we have structured it to ensure there is
protection for the property owner and for the district. He then reviewed how the $9.4M bonds
have been issued over the course of the infrastructure. At times, some of the rates were fairly
high, the reason being that they were issued in the early stages of development. The average cost
of capital is about 5.63 to 5.65 percent. We are going to try to get to 3.5 to 3.75 percent money.
Next, he reviewed what the savings means. The developer provided numbers on the closed single
family units. Currently we are about 1,278 closed residential lots. The plan was for about 1,276
August 16, 2016 Regular Council Meeting Minutes 3
units. The developer is suggesting another 40 units will close and then in 2017, the projections
jump to 108, and then higher to get to build -out by 2020. The project has had starts and stops, but
at the moment the trajectory looks positive. The County provided tax base information for
homes within the Gladden Farms community facilities district. In 2016 -17, it is up to about
$220M. At the height of the recession, we bottomed out at about $150M, but we are now close
to the 2009 -10 level. we believe that is pretty good value compared to debt on the property.
Counting the lots that are under construction or hope to be under construction in the near future,
the project looks to be approximately 90 percent built out over the next couple of years. So there
is some diversification in the tax base. He next presented a chart on estimated net assessed
property according to owner occupied, rented residential, commercial and industrial and
agricultural and vacant land.
Getting to the bottom line, we will take all the bonds out, and the developer has requested $400K
in new money bonds for Gladden Farms park. That will be incorporated into the financing, and
the transactions will be collateralized for about $700K. That is the district's security in the event
there is some kind of problem in the future; we can use that letter of credit to achieve our
ongoing objective of $2.50 on the debt service. That letter of credit will stay in place for three
consecutive years of the tax base supporting the debt service on its own. That could be up to five
years. once the tax base is sufficient at $2.50 to pay all the debt service, a release provision has
been incorporated in which the developer does not have to provide that on an annual basis. He
believes that is good protection for the town and for the district. As mentioned earlier, the cost of
capitalization is about at 5.63 percent now, and we are in negotiations with the credit rating
agencies and a bond insurance company. If successful with the bond insurance company, we
would sell the bonds at a AA rate. If all that happens, we think we can get 3.7 or 3.75 percent
cost of capital which would equate to about $1,068,000 of cash flow savings in terms of debt
reduction net, and on a present value basis about $962,245 in today's dollars, about 12.7 percent
net value savings. In the coaling weeks we should have an efficient refunding for the district and
we are confident we have collateralized the transaction for best protection in the future.
Mr. Montague, Mr. Caflso, and Mr. Reader responded to several questions from the Council
for clarification of point within the presentation. Mr. Reader did state that the term for the new
bond would be to 2033; 2036 for the original bonds. Motion to approve by Board Member
Bowen, second by Board Member Kai. Passed unanimously 6 -0.
A2 Resolution No. 2016084 Consideration and adoption of a resolution approving and
authorizing the execution and delivery of a First Amendment to District Development, Financing
Participation and Intergovernmental Agreement (Gladden Farms Community Facilities District)
and declaring an emergency. Erik Montague presented, and noted that this item ties to the item
just approved by the District Board related to the sale that occurred in December of 2012. Staff
came before Council in January of 2013 and transferred all rights and responsibilities from the
previous owners of the project to the new owners. Tied to that, this development agreement does
a number of things. In part, it removes the original party, Forest City Enterprises, the parent
corporation of Gladden Farms, the original project developer. It removes them from all
Community Facilities District (CFD) developer obligations, and inserts the names of the new
development entities. It amends certain terms to accommodate the refunding and refinancing of
previously issued funds; it modifies certain terms extended by letters of credit which was
August 16, 2016 Regular Council Meeting Minutes 4
referred to in the previous item, which are basically the various forms of security or surety that
the developer continues to meet their obligation under the various instruments. It also reduces
certain amounts of the letter of credit. Under the original development agreement, it anticipated a
$300K letter of credit tied to the operations and maintenance portion of the district. The district
levies or establishes an overall target rate of $2.50 for the debt piece which it has maintained. In
addition, it levies the $30 per $100 of valuation for operations and maintenance. Based on the
work that had been done by district staff and various consultants, we identified that based on the
actual historical collections combined with historical usage and projected usage of that o & M,
that it seemed advantageous to reduce that letter of credit since we've never tapped into that over
the life of the bonds that it seemed more appropriate to re -size it closer to the $10oK mark which
is currently framed that way. It also contemplates, like the $700K letter of credit that we just
spoke of, this $1 o0K letter of credit also has a release provision, and that letter of credit would be
released when the district achieves on that $.30 $100K in collections, and the district would be
sel=f supporting at that time. It requires Gladden I, LLC to cover any shortfall. in any debt
payment or operations and maintenance obligations, so while that letter of credit is in place and
until such time as the district collection $100K or more in operations and maintenance expense,
should there be additional costs above what collections are, the district has the ability to send the
bill to the developer, and they would be obligated to pay for o & M costs as they occur. It also
provides various forms of clarification and amendments relating to when the secondary property
tax collections reach the level of where those letters of credit are no longer necessary.
Vice Mayor Post asked what public infrastructure or maintenance is $.30 cover. Mr. Montague
stated that it will cover Lon Adams Boulevard and Madden Drive — major roads — as well as
most major portions of the trunk line on sewer and major water lines. It would not include infill
infrastructure within the residential developments and the maintenance of the Gladden Farms
Park but not the splash pad. Anything new or wasn't part of the original park is not eligible.
Along Moore Road, there is a vegetative barrier or some landscaping /green space area that it
would not be responsible to maintain. It's intended to cover the wear and tear and normal
replacement of things. It was not intended to pay for salaries and personnel to maintain the park.
.lotion to al-)prove by Vice Mayor Post, second by Council Member Bowen. Passed
unanimously 6-0.
ITEMS FOR DISCUSSION/POSSIBLE ACTION
EXECUTIVE SESSIONS. Motion to fro into executive session on item E2 at 7:51 p.m. by
Fite Mayor Post, second by Council Member McGorracy. Passed unanimously 0--0.
El Executive Session pursuant to A.R.S. §38-431.03 (A)(3), Council may ask for discussion
or consultation for legal advice with the Town Attorney concerning any matter listed on this
agenda.
E2 :executive session pursuant to A.R.S. § 38- 431.01(A )(3) and (4) for discussion and
consultation with the Town's attorneys regarding potential claims and proceedings to recover
damages and costs incurred in connection with soil conditions at The Pines subdivision.
August 16, 2016 Regular Council Meeting Minutes 5
Council returned to public session at 8:22 p.m. Mr. Cassid asked Council for a motion to
proceed in a manner consistent with the discussion in executive session, includin proceedin
with the Count so that there would be an potential waiver of conflict havin the town's
counsel represent the Count and the Town of Marana in this matter. Council Member
McGorra made that motion, second b Vice Ma Post. Passed unanimousl 6-0.
FUTURE AGENDA ITEMS
ADJOURNMENT. Alotion to adjourn at 8:23 p.m. b Vice Ma -Post, second b Council
Member Kai. -Passed unanimousl 6-0.
CERTIFICATION
I hereb certif that the fore are the true and correct minutes of the Marana Town Council
meetin held on Au 16, 2016. 1 further certif that a q uorum was present.
N
J l C. Yronson, Town Clerk
AMRANA r
(0)
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