HomeMy WebLinkAbout2025-01-28 - RESOLUTIONS - BOND ISSUANCE APPROVED ISF ATIVO HOLDINGS LLCRESOLUTION NO.25-4
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA,
CALIFORNIA, APPROVING THE ISSUANCE BY THE (1) CALIFORNIA PUBLIC
FINANCE AUTHORITY OF REVENUE BONDS IN AN AGGREGATE PRINCIPAL
AMOUNT NOT TO EXCEED $130,000,000, AND (II) ARIZONA INDUSTRIAL
DEVELOPMENT AUTHORITY OF REVENUE BONDS IN AN AGGREGATE PRINCIPAL
AMOUNT NOT TO EXCEED $170,000,000, TO BENEFIT ISF ATIVO HOLDINGS LLC
AND CERTAIN OTHER MATTERS RELATING THERETO
WHEREAS, ISF Ativo Holdings LLC (Borrower), the sole member of which is
Integrated Senior Foundation, an organization described in Section 501(c)(3) of the Internal
Revenue Code of 1986 (Code), has requested that the California Public Finance Authority
(CalPFA) provide for the issuance of its bonds, including qualified 501(c)(3) bonds as defined in
Section 145 of the Code, for a rental senior living community, in one or more series issued from
time to time, including any bonds issued to refund such bonds, in an aggregate principal amount not
to exceed $130,000,000 (California Bonds); and
WHEREAS, the Borrower has also requested that the Arizona Industrial Development
Authority (AZIDA) provide for the issuance of its bonds, including qualified 501(c)(3) bonds as
defined in Section 145 of the Code, for a rental senior living community, in one or more series
issued from time to time, including any bonds issued to refund such bonds, in an aggregate principal
amount not to exceed $170,000,000 (the Arizona Bonds and, together with the California Bonds,
the Bonds); and
WHEREAS, the Borrower intends to use all of the proceeds of the California Bonds and
a portion of the proceeds of the Arizona Bonds (in an amount not to exceed $20,000,000) to (1)
finance or reimburse the costs of acquisition, construction, expansion, remodeling, renovation,
improvement, furnishing, and/or equipping of a rental senior living community to be located at
16330 Village Way, Santa Clarita, California (Facility); (2) pay certain expenses incurred in
connection with the issuance of the Bonds; (3) pay capitalized interest on the Bonds; (4) fund
one or more debt service reserves with respect to the Bonds; and (5) fund related working capital
costs (Project); and
WHEREAS, the Facility will be owned by ISF Ativo Santa Clarita LLC, the sole member
of which is the Borrower; and
WHEREAS, the Facility will be located within the City of Santa Clarita (City), and the
Project will benefit the City by providing needed housing options (and related support services)
for seniors and by promoting the health, safety and general welfare of its residents; and
WHEREAS, the City is an Additional Member of CalPFA pursuant to Section 12 of the
Joint Exercise of Powers Agreement (Agreement) relating to CalPFA; and
WHEREAS, pursuant to Section 147(f) of the Code, the issuance of the California Bonds
by CalPFA and the Arizona Bonds by AZIDA must be approved by the City because the Project
is located within the territorial limits of the City; and
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WHEREAS, the City Council of the City (City Council) is the elected legislative body of ..
the City and is the applicable elected representative under Section 147(f) of the Code; and
WHEREAS, pursuant to Section 147(f) of the Code, the City Council has, following
notice duly given, held a public hearing regarding the issuance of the Bonds, and now desires to
approve the issuance of the California Bonds by CalPFA and the issuance of the Arizona Bonds
by AZIDA; and
WHEREAS, the City Council understands that its actions in holding this public hearing
and in approving this resolution do not obligate the City in any manner for payment of the
principal, interest, fees or any other costs associated with the issuance of the Bonds, and said
City Council expressly conditions its approval of this resolution on that understanding.
NOW THEREFORE, the City Council of the City of Santa Clarita, California, does
hereby resolve as follows:
SECTION 1. The City Council hereby approves the issuance of the California Bonds by
CalPFA and the issuance of the Arizona Bonds by AZIDA for the purposes of financing the
Project. It is the purpose and intent of the City Council that this resolution constitute approval of
the issuance of the California Bonds by CalPFA and the issuance of the Arizona Bonds by
AZIDA for the purpose of Section 147(f) of the Code by the applicable elected representative of
the governmental unit having jurisdiction over the area in which the Project is located.
one
SECTION 2. The officers of the City Council are hereby authorized and directed, jointly
and severally, to do any and all things and execute and deliver any and all documents, certificates
and other instruments which they deem necessary or advisable in order to carry out, give effect
to and comply with the terms and intent of this resolution and the financing transaction approved
hereby. Any actions heretofore taken by such officers are hereby ratified and approved.
SECTION 3. The City Council expressly conditions its approval of this resolution on its
understanding that the City shall have no obligation whatsoever to pay any principal, interest,
fees or any other costs associated with CalPFA's issuance of the California Bonds and AZIDA's
issuance of the Arizona Bonds for the financing of the Project.
SECTION 4. The City Council's approval pursuant to this resolution of the issuance of
the Bonds does not constitute any other approval by any commission or agency of the City with
respect to any other City regulatory or other requirements in connection with the Facility.
SECTION 5. This Resolution shall take effect from and after its passage and approval.
SECTION 6. The City Clerk shall certify to the adoption of this resolution.
PASSED, APPROVED, AND ADOPTED this 28' day of January 2025.
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MAYOR
ATTEST:
CITY CLEW-
OL
DATE:`
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF SANTA CLARITA )
I, Mary Cusick, City Clerk of the City of Santa Clarita, do hereby certify that the foregoing
Resolution No. 25-4 was duly adopted by the City Council of the City of Santa Clarita at a regular
meeting thereof, held on the 28 h day of January 2025, by the following vote.
AYES: COUNCILMEMBERS
NOES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
ABSTAIN: COUNCILMEMBERS:
Weste, Ayala, McLean, Gibbs, Miranda
None
None
None
Ll"'Vozz�v
CITY CLERK
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