HomeMy WebLinkAbout1985-08-12; Rehabilitation Loan Committee Ad Hoc; MinutesMEETING OF: REHABILITATION M'YUTES L A COMM TTEE
MEETING DATE: AUGUST 12, 1985
MEETING PLACE:
MEETING TIME: 1O:OO A.M.
Redevelopment Office Conference Room
MEMBERS Y
CALL TO ORDER
Meeting called to order at 1O:lO A.M. by
:hairman Matt Hall.
ROLL CALL
PRESENT : Matt Hall: Housing and Redevelopment
Advisory Committee Member
Michael Holzmiller: Alternate for
Building and Planning Director
Jim Elliott: Finance Director
Also Present: John McCoy: Alternate Member,
Chairperson Housing and Redevelopment
Advisory Committee
ABSENT : Joe Holt: Bank Representative
Staff Present: Patricia A. Cratty: Administrative
Assistant 11/ Redevelopment
APPROVAL OF MINUTES
Minutes of April 22, 1985, could not be approved
due to lack of quorum.
ITEMS
OLD BUSINESS:
Staff member Cratty passed out information to Committee regarding loans that have been made under the program as of current date.
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1. RESIDENTIAL LOAN - MACPHERSON
Staff member Cratty gave presentation stating that
the Committee had approved this loan for $17,319 for
structural work at the residence located at 351
Redwood.
Ms. Cratty stated that there is additional work that
needs to be done on this project due to more dry rot
that was discovered in some areas of the house. Tony
Mata from the Building Department has inspected the residence and verified the additional work to be done by the contractor. The additional work would cost approximately $2,787. The additional cost has not been added to the loan total because other
portions of the structure have less damage. There
will be a savings in some areas so the total of the
loan may not change. Staff will report to the
Committee the final loan balance but the Committee
needs to authorize the change orders.
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Rehabilitation Loan Committee 8/12/85 PAGE 2
After discussion, the Committee made motion to
approve additional expense and authorized staff to
approve change orders.
Member Hall stated that verification should be made
that Mrs. MacPherson was again employed by the Twin
Inns.
NEW BUSINESS:
2. COMMITTEE CHAIRPERSON/NEW MEMBER
Staff member Cratty gave report stating that Matt
Hall has been Acting Chairperson for the Committee
and will no longer be available for the Committee
due to appointment to the City's Planning Commisisor
Program guidelines were discussed regarding the
make-up of the Committee.
Staff member Cratty informed the Committee that Member Holt has moved out of town and a person representing a lending institution will be needed to fill the vacancy on the Committee. Ms. Cratty asked that the Committee give recommendation for filling this vacancy. Staff remarked that Roy Ward who is affiliated with First National Bank of
North County has expressed interest as possible member. In addition to Mr. Ward, Committee members suggested contacting Dennis Pearson and Don Schempp. Alternate Member Holzmiller suggested that a letter be drafted and mailed to these people using format the City uses to solicit members of other Committees.
After further discussion, the Committee directed staff to draft letter asking these possible
members to state their experience with loan
processing.
Chairperson position on loan committee was continuec
until there was full committee membership present.
3. COMMERCIAL LOAN - 7-UP MARKET
Staff member Cratty gave report regarding a request
for a commercial rehabilitation loan in the amount
of $52,450 to include $47,450 plus $5,000
contingency, to renovate the 7-Up Market on the
northeast corner of Roosevelt and Walnut. Ms.
Cratty stated that the structure served as a market-
deli for many years. Plans are to renovate the
entire structure and a new market-deli will occupy the building. The building is in desperate need of renovation and would enhance the area. This project was approved by the Design Review Board at their
meeting of November 14, 1984.
The applicants for the loan are the property owner
Mrs. Jauraqui, and her two daughters. There is a third daughter as a partner in the business but not on the loan application. Mrs. Jauraqui is leasing the property to the partnership and has agreed to us the property as collateral for the loan. Ms. Cratty
also stated that there were no liens on the property
HALL
ELLlOl
HOLZM
HALL
T
LLER
ELLIOTT
HOLZMILLER
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Rehabilitation Loan Committee 8/ 12/85 PAGE 3
Bank of America has denied the loan based on
collateral and working capital into business. Local branch would have approved the loan but the Bank has changed policy and no loans are being processed through the local branch.
Ms. Cratty stated that she had spoken to Lois Cyr,
Vice President, Community Development Department
of the Bank of America expressing dissatisfaction
with the Banks denial of this loan and requesting she review the application. Ms. Cyr was unable to change the loan officers recommendation to deny the loan.
Ms. Cratty handed out data regrading cash flow and cost projections for the business.
Discussion held on running title report and if
applicant was willing to allow City to acquire 1st
Trust Deed on building. Staff member Cratty stated
that the applicants have agreed to use the property
as collateral and that a title report could be run.
Loan if approved by the Committee would be 10 years
at lo%, 100% collateralization.
After further discussion, motion made to approve
loan at 10% for 10 years, 100% collateralization
secured with trust deed. Statement made to have
bank process title report as well. Committee
approved loan in the amount of $57,450 including
the $5,000 contingency requested.
4. LOAN SERVICING AGREEMENT - BANK OF AMERICA
Staff member Cratty gave presentation stating that the agreement with the Bank of America to service the rehabilitation loan program was extended 90
days from April 1985 to July 1985. City at present
is awaiting word form HUD to enter a two year contract instead of a one year contract that is currently being used. Ms. Cratty stated that the Bank of America has serviced the program since inception and that the main reason for staying with the Bank of America during the last few years was
because they had local control. However, the local
branch no longer has control over the loans and all
applications and decision making is done at the area
credit administrators office. At the present time,
staff is seeking direction on the continuation of
the service agreement with the Bank of America, or
authorization to seek RFP's from local banks. Ms.
Cratty stated that the agreement with the Bank of
America could be extended for 90 days while
proposals were being sought.
Committee discussed the local banks and their
familiarity with the rehabilitation program.
Members stated that Security Pacific is familiar
with the program and one of the largest in
rehabilitation loan expertise.
Ms. Cratty asked if the Committee would like to have
request for proposals sent out or continue service
agreement with Bank of America and extend one or 2
MEMBERS '
HALL
ELLIOTT
HOLZMILLER
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Rehabilitation Loan Committee 8/12/85 PAGE 4
years whatever is approved with HUD.
After further discussion, it was agreed that the
service agreement should be extended for 90 days
with Bank of America and staff should prepare the
necessary documents to solicit request for
proposals among the local banks.
5. RESIDENTIAL DEFERRED LOAN - FRENCH
Staff member Cratty gave presentation to Committee
stating that the Committee had approved a deferred
loan to Mr. and Mrs. French on July 24, 1984 with
the condition that the loan be reviewed every six
months by the Committee. The applicant has been
certified disabled by Social Security Administratior
through December 1986. The Committee also deferred
the loan for this time period but asked that the
item be brought back every six months as an
information item. Ms. Cratty stated that the
applicants' annual household income is $13,232
which places them below 80% of County median income and still eligible for a deferred loan.
By proper motion meeting adjourned at 10:45 A.M.
Respectfully Submitted,
y$?G44 PATRICIA A. CRATTY
PATRICIA A. ~RATTY /- Administrative Assistagt I1
Redevelopment
BIB1 LEAK
Acting Minutes Clerk
Carlsbad Rehabilitation Loan Committee
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HALL
ELLIOTT
HOLZMI LLER
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