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HomeMy WebLinkAbout12 MOU for Gray's Crossingenda Item # ACTION 12 To: Board of Directors From: Jeremy Popov Date. January 19, 2017 Subject: Consideration of Approving the Memorandum of Understanding (MOU) for the Gray's Crossing Community Facilities District 1. WHY THIS MATTER IS BEFORE THE BOARD This item concerns consideration of approval of a Memorandum of Understanding by and among Truckee Donner Public Utility District (PUD), Truckee Donner Public Utility District Community Facilities District No. 04-1 (Gray's Crossing CFD), Triumph Development LLC (Triumph) and LDK GC 81, LLC (LDK). 2. HISTORY The Gray's Crossing community was originally entitled by the Town of Truckee for a mountain resort community consisting of 408 single family lots, a 92 unit income restricted apartment complex, 89 single family freestanding cottages, 115 attached townhomes, 21 residential lofts, approximately 40,700 square feet of commercial space and various community space. TDPUD formed the Gray's Crossing CFD in 2004 to help finance backbone public infrastructure related to the development of the land within the Gray's Crossing CFD's boundaries. The CFD includes approximately 757 gross acres on the north side of Interstate 80 along both the east and west sides of Highway 89 in the Town of Truckee. The CFD issued an initial series of bondsprincipal amount of $15,375,000 in 2004 and a second series of bonds in a principal amount of $15,155,000 in 2005. The bonds financed water, electric, sewer, natural gas utilities; roads, storm drains, and more. Bonds are repaid over time by property owners through a Mello -Roos (Special Tax) assessment. With the largest share of utilities financed TDPUD agreed to administer the CFD. It is important to note that TDPUD is a separate legal and financial entity from the CFD and the CFD is not a liability of TDPUD ratepayers. The TDPUD Board is the legislative body of the CFD. As of September 2016, the bonds have an aggregate principal amount of approximately $31,675,000 outstanding. The CFD bonds are secured by, and are payable from, the revenues derived from the Special Taxes. The Special Taxes are levied pursuant to a rate and method of apportionment. Prior to FY 10-11, delinquencies in the payment of the Special Taxes were relatively minor and did not impact the timely payment of debt service on the bonds. However, commencing in FY 10-11, the amount of the delinquencies rose to approximately 18% of the total annual levy; and since then they have continued to rise to the point that, for FY 14-15, they represented approximately 20% of the total annual levy. At those levels, the revenues available from the Special Taxes were insufficient to pay debt service on the bonds on September 1 2014, 2015 and 2016; and, as a result, those deficiencies had to be addressed by draws on the reserve fund. At this time the reserve fund remains below the minimum required level. The overwhelming majority of the delinquencies in the payment of the Special Taxes is attributable to three large undeveloped multi family parcels: APN 19-770-02 (the "Cottages Parcel"); APN 43-010-05 ("Parcel D"); and APN 43-010-07 ("Parcel F" ). A map is provided as Attachment 1. The ad valorem taxes and other taxes and assessments applicable to these three parcels of interest that are collected on the property tax bills administered by the County of Nevada are also significantly delinquent. Each delinquent installment of Special Taxes is levied a 100/ penalty and then the penalty accrues interest at the rate of 1.5% a month, or 18% annually. The total past due Special Taxes, penalties, and interest, which have compounded over nearly a decade, have created a significant financial barrier to development. For these reasons the properties remain delinquent and undeveloped, and the situation continues to worsen. Resolution is unlikely absent significant restructuring of the debt service on the properties. Without such restructure it does not appear likely that the owners will cure the existing tax delinquencies or that any of the three parcels of interest will be successfully sold at foreclosure in the near future, especially since the amounts of the respective delinquencies and delinquency and redemption penalties are constantly increasing. Each of the three parcels has been the subject of judicial foreclosure proceedings (which is required by bond covenant) in which a judgment in favor of the CFD has been obtained; but none of them have been successfully sold at foreclosure sale due to the significant delinquencies that would need to be paid current. As a result of the inability to remedy the situation through the standard foreclosure process, and as a result of the continued failure of the owners of the parcels to pay the applicable Special Taxes, it is most probable that continued draws on the reserve fund will be necessary. At some point such draws are expected to deplete the Reserve Fund and could cause a payment default on the bonds. Staff has been working diligently over the last year to explore solutions to stabilize the CFD and avoid default. During the October 5, 2016 Board Meeting staff explained the ongoing challenge of the CFD administration. During that same meeting the Board approved several near term actions in support of the continued exploration of a long term solution. The Board, acting as the legislative body of the CFD, exercised certain authorities granted to the legislative body of the CFD by the Mello -Roos Communities Facilities Act of 1982, as amended, being Chapter 2.5, Part 1, Division 2, Title 5, of the Government Code of the State, and also authorized staff to implement steps and provisions thereto. Specifically, the Board approved Resolution 2016-25 permitting the waiver of redemption penalties under certain findings and determinations as authorized under Section 53340(f) of the California Government Code, an essential first step towards stabilization of the CFD. During the same presentation, staff informed the Board that any further potential action towards stabilization would be brought forward for future Board consideration. 3. NEW INFORMATION Staff explored and vetted dozens of potential solutions to stabilize the CFD. Staff has drafted a potential path forward. The complex problem has resulted in a complex solution. The potential solution was drafted into the form of a Memorandum of Understanding (MOU) in order to outline the overall plan envisioned to stabilize the CFD as well as to outline roles and responsibilities of parties signatory to the MOU. The MOU summarizes the entire basic framework of the plan forward and, if approved by the Board, is the formal agreement between the TDPUD, the CFD, and two developers to commence a series of actions to effect a comprehensive stabilization of the CFD. The MOU facilitates an agreement that is based on several key tenets developed to ensure fairness, equality, and transparency in the process, and importantly, to ensure that any path forward is in the best interest of the bondholders as is required by statute. The MOU is an effort to enact a plan to avoid a failed bond issue in our community. Although not a financial liability of TDPUD, a failed bond issue could be a blemish for any future land secured financing and development activity in Truckee. According to recent housing studies there is a severe shortage of housing. To remedy the crisis, the report identifies that housing must be built for locals, and it is reasonable to expect that developers will likely require financing, in various forms, to build such housing. Thus, directly or indirectly, a defaulted land secured bond issue in this community could make future financing more challenging to obtain and/or be more expensive, and a default could result in a true and/or perceived higher risk of default for development in this area. Further, a default may have negative consequence, tangible or intangible, to the existing property owners and others who have invested in the Gray's Crossing community. Last, a default is likely to have a negative consequence for bondholders. For these compelling reasons, staff recommends the Board consider approval of the MOU to ensure continued efforts towards a more positive outcome. Staff developed several key tenets prior to drafting the MOU which guided the formation of the document. Staff and bond counsel worked together adhering to those key tenet highlights, which are summarized here: (a) understanding that the CFD delinquency will only be remedied with payment of Special Tax by the multi -family parcels, which (b) practically requires development of the three large multi -family parcels, (c) the solution should ideally diversify ownership and engage new developers who are committed to progress, (d) the solution must not have a negative financial consequence for parcel owners who have paid timely; ideally it should provide some savings, and (f) any solution should comply with all statutory provisions and should not be unfair or'bail out' initial developers. TDPUD has facilitated dozens of meetings with the Town of Truckee, prospective developers, non -profits, legal counsel, financial counsel / underwriters, and concerned citizens to find a solution that could stabilize the CFD by eliminating upfront financial barriers and thus promote diversified housing development (that best aligns to current community needs). A basic overview of MOU content is provided within this report. The MOU is attached for review as Attachment 2. The MOU contemplates a plan that achieves the key tenets outlined above by "reseting the clock" and significantly restructuring the up -front financial barrier. The plan maintains an equitable lien of the bonds by parcel and also provides significant savings for the existing CFD property owners. The plan outlined by the MOU essentially explains that (a) under current bond market conditions, if the three parcels were effectively removed from the CFD then the existing bonds could be refunded through the issuance of refunding bonds with reduced annual debt service, thereby enabling a reduction in the amount of the Special Taxes required to be levied on some or all of the property remaining in the CFD and benefiting the owners of such property; and (b) the three multi -family parcels could be removed from the CFD if (i) their delinquent Special Taxes were paid, (ii) the associated delinquency and redemption penalties were waived or paid, and (iii) their future Special Taxes were prepaid; and (c) one method by which it might be possible to provide for the payment of the delinquent Special Taxes and the prepayment of the future Special Taxes in question would be to include the parcels in a new community facilities district which would issue bonds, the net proceeds from the sale of which would be used to make the prepayment to the existing CFD. This provides the three parcels a longer maturity to finance their share of the indebtedness incurred. Thus, the plan provides for a re -amortization of the debt on these undeveloped parcels and promotes development by minimizing land acquisition costs. This plan recognizes that the three large multi -family undeveloped parcels of concern are unlikely to be developed unless their share of debt can be re -amortized over a new term, and further, to ensure that their lien of the bonds best aligns with the development potential. TDPUD is also aware of the significant affordable housing shortage in our community, and has been working with the Town of Truckee and other local non -profits to facilitate a collaborative process that considers TDPUD's path forward for CFD stabilization and the possible resultant housing opportunities (development) of these parcels. The three parcels were entitled to provide diversified housing. It is possible that these parcels could provide a near term solution to ease the housing burden by providing several hundred diversified housing units for sale and/or rent. It is important to note that the parcels are already entitled for such housing and utilities are already at the street to support such development.., development is nearly infill at this time and is arguably a responsible use of existing land entitlements and installed infrastructure. Although some entitlement changes are anticipated to be required to reflect current needs (as a decade has passed from original Specific Plan approval), it is envisioned that the parcels can provide a very real near term opportunity for diversified housing if TDPUD's stabilization efforts are successful. The result is a complicated plan that could provide a much needed relief not only to bondholders and Special Tax payers, but to the community at large. As further outlined in the MOU, the plan does meet the aforementioned key tenets by: (a) providing for transfer of land to new developer(s), (b) does not shift debt to other Special Tax payers, (c) eliminates the financial barrier of entry by waiving (in full or )art) accrued Special Tax penalties and interest (which are not anticipated to be collected and are impeding development), and (d) will only waive penalties and interest that have accrued on delinquent installments for which current or prospective owner(s) were not responsible. Although the MOU envisions a practical solution to stabilize the CFD, it should be noted that a positive outcome is uncertain due to the complexity of (a) the many parties involved, (b) uncertainty regarding ability to update land use/ entitlements, (c) uncertainty of the financial viability to develop the land, and (d) market uncertainty regarding the ability to enact the plan through the eventual sale of bonds at a public offering. If successful, the District will not only avoid default of the existing bonds and stabilize the CFD, it will also be able to simultaneously issue refunding bonds at an improved rate with the potential to provide significant savings to the existing CFD. Refunding bonds have not been issued to date due to the significant and concentrated delinquencies on the undeveloped land which results in a low value to lien. These conditions practically prohibit such refunding opportunity unless a larger effort, as envisioned in the MOU, is successful. The MOU contemplates the steps necessary to effect a positive outcome. These steps include identification of the potential legal structure, the anticipated land conveyance, and the expectations and timeline for each party to complete certain actions. Although the TDPUD is largely facilitating the stabilization effort, the contributions from the developers are critical to the overall plan. The two developers who are signatory to the MOU are Triumph Development LLC (Triumph), a Maryland and Colorado based developer, and LDK GC81, LLC, (LDK) a Sacramento, CA based developer. Both developers are experienced in multi -family development. TDPUD partnered with the Town of Truckee to identify possible developers and hosted several meetings with different developers to introduce the plan and, as it evolved, narrow the field. This process introduced Triumph Development to the CFD and further engaged LDK (an existing property owner who acquired two of the three distressed parcels). Both developers have been supporting the effort to create a financially viable plan to develop diversified housing. The MOU anticipates that Triumph will develop two of the three parcels, and LDK will develop one. Both developers are working on development concepts and initial pre - submittals are in work and/or already submitted to the Town of Truckee. As mentioned, TDPUD and the Town of Truckee are working together to understand next steps that may be required to update conceptual site plans, land use entitlements, etc. TDPUD's core effort in working with the Town of Truckee and developers is to ensure that any proposed development responsibly aligns to the anticipated lien of the bonds. This effort ensures an alignment of housing development concepts with the ability of a prospective resident to afford the total cost of housing including the Special Taxes. The MOU contemplates many actions that the Board may consider to effect the overall plan. The MOU provides for termination at any time by any party and is written to fairly protect the interests of all parties considering that ultimate success is contingent on so many variables. Finally, it should be noted that the MOU requires the developers to make a series of deposits to be held by the TDPUD as necessary to (a) initially fund the immediate CFD formation costs and (b) to later fully satisfy outstanding County of Nevada property taxes, penalties, and Special Tax penalties as is appropriate per the MOU. Both Triumph and LDK have approved the MOU. 4. FISCAL IMPACT There is no direct fiscal impact to the TDPUD as the TDPUD is legally and fiscally independent of the CFD. There is no negative fiscal impact to continue our efforts as the developers are required to fund an initial deposit to cover immediate CFD formation costs. There is a positive fiscal impact and opportunity to significantly save existing property owners within the CFD. Savings are anticipated to exceed $2,000,000 over the term of the bonds (based on current bond market conditions). 5. RECOMMENDATION Approve the Memorandum of Understanding by and among Truckee Donner Public Utility District (PUD), Truckee Donner Public Utility District Community Facilities District No. 04-1 (Gray's Crossing CFD), Triumph Development LLC (Triumph) and LDK GC 81, LLC (LDK). Jeremy Popov Administrative Services Manager Michael D. Holley General Manager 4J N U J Y 4 x• `° \ 'mil • a,, Uis Ir } jMoe V J 5 i` \ co 4iy LL 75 LL of 7)0 oli 1.0 PFF lie .. t its - x.Abeadle for 9 Pr A i - ♦: a - / }..'is ` X- , It JV pj or- " pjf � . r ,�- 1 � • 14 is is Is _ " •sr i • ^+ T its 01 mI �."# ' %'Im ViIV z. F L •r Anse .L L iev �i Attachment 2 HSMDraft of 12/22116 MEMORANDUM OF UNDERSTANDING RE POTENTIAL DEVELOPMENT OF CERTAIN PROPERTIES IN TRUCKEE DONNER PUBLIC UTILITY DISTRICT COMMUNITY FACILITIES DISTRICT N0. 04-1 (GRAY'S CROSSING) This Memorandum of Understanding ("this MOU") is made and entered into as of January _, 2017, by and among Truckee Donner Public Utility District (the "PUD"), Truckee Donner Public Utility District Community Facilities District No. 04-1 (Gray's Crossing) (the "CFD"), Triumph Development LLC ("Triumph") and LDK GC 81, LLC ("LDK" and, together with Triumph, the "Owners"). Background. The PUD formed the CFD in 2004 to help finance backbone public infrastructure related to the development of the land within the CFD's boundaries. The CFD includes approximately 757 gross acres on the north side of Interstate 80 along both the east and west sides of Highway 89 in the Town of Truckee. The CFD issued an initial series of bonds in a principal amount of $15,375,000 in 2004 and a second series of bonds in a principal amount of $15,155,000 in 2005 (collectively, the "Existing Bonds"). All of the net spendable proceeds from the sale of the Existing Bonds have been expended on the acquisition or construction of the backbone infrastructure. As of September 2, 2016, Existing Bonds in an aggregate principal amount of approximately [$31,675,000] remain outstanding. The Existing Bonds are secured by, and are payable from, a portion of the revenues derived from special taxes (the "Special Taxes") levied by the legislative body of the CFD pursuant to a rate and method of apportionment approved by the owner of the property within the CFD at the time of its formation (the "Existing RMA"). Prior to fiscal year 201041, delinquencies in the payment of the Special Taxes were relatively minor and did not impact the timely payment of debt service on the Existing Bonds. However, commencing in fiscal year 2010-11, the amount of the delinquencies rose to approximately 18% of the total annual levy; and since then they have continued to rise to the point that, for fiscal year 201445, they represented approximately 20% of the total annual levy. At those levels, the revenues available from the Special Taxes were insufficient to pay debt service on the Existing Bonds on September 12014, 2015 and 2016; and, as a result, those deficiencies had to be addressed by draws on the reserve fund held by the trustee for the Existing Bonds (the "Reserve Fund"). The overwhelming majority of the delinquencies in the payment of the Special Taxes is attributable to three parcels: APN 19-770-02 (the "Cottages Parcel"), which is currently owned by Gray's Station LLC ("Gray's Station") but which is expected to be conveyed, directly or indirectly, to Triumph; APN 43-010-05 (the "LDK-1 Parcel"), which is owned by LDK but which is also expected to be conveyed to Triumph; and APN 43-010-07, which is also owned by LDK (the "LDK- 2 Parcel" and, together with the Cottages Parcel and the LDK-1 Parcel, the "Parcels of Interest"). The ad valorem taxes and other taxes and assessments applicable to the Parcels of Interest that are collected on the property tax bills administered by the County of Nevada (the "County") are also delinquent. Each of the Parcels of Interest has been the subject of judicial foreclosure proceedings in which a judgment in favor of the CFD has been obtained; but none of them have been successfully sold at foreclosure sale. Absent significant increases in the value of the Parcels of Interest and/or decreases in the amounts required to cure their respective tax delinquencies and/or a restructuring of the debt service on the Existing Bonds payable from Special Taxes applicable to the Parcels of Interest, it does not appear likely that the Owners will cure the existing tax delinquencies or that any of the Parcels of Interest will be successfully sold at foreclosure in the near future, especially since the amounts of the respective delinquencies and delinquency and redemption penalties are constantly increasing. In the absence of something that either motivates the Owners to cure the tax delinquencies or induces satisfactory bids at a foreclosure auction, the continued failure of the owners of the Parcels of Interest to pay the applicable Special Taxes will most probably necessitate continued draws on the Reserve Fund. At some point such draws could deplete the Reserve Fund and cause a payment default on the Existing Bonds. The parties to this MOU wish to avoid a payment default on the Existing Bonds and accordingly agree to take the various actions described herein. Bond Restructuring -General. The Board of Directors of the PUD, acting on behalf of the PUD and as the legislative body of the CFD (the "Board"), has been advised that: (a) under current bond market conditions, if the Parcels of Interest were effectively removed from the CFD, the Existing Bonds could be refunded through the issuance of refunding bonds (the "Refunding Bonds") with reduced annual debt service, thereby enabling a reduction in the amount of the Special Taxes required to be levied on some or all of the property remaining in the CFD and benefitting the owners of such property; (b) the Parcels of Interest could be removed from the CFD if (i) their delinquent Special Taxes were paid, (ii) the associated delinquency and redemption penalties were waived or paid, and (iii) their future Special Taxes were prepaid; and (c) one method by which it might be possible to provide for the payment of the delinquent Special Taxes and the prepayment of the future Special Taxes in question would be to include the Parcels of Interest in a new community facilities district (the "New CFD") which would issue bonds (the "New CFD's Bonds") the net proceeds from the sale of which would be used to make said payment and prepayment. Depending on bond market conditions at the time, it might be possible for the New CFD's Bonds to have a longer final maturity than the Existing Bonds and to reflect some level of reduced annual debt service during the first several years following their issuance, thereby providing a temporary reduction in the cost of carry for the Owners and a longer period of time in which to pay their share of the indebtedness incurred by the CFD to finance the aforesaid backbone infrastructure. It is the goal of the parties to this MOU that the Existing Bonds be restructured as described in the preceding paragraph. However, it is understood and agreed by them that any such restructuring will be completely dependent on, among other things, the bond market conditions existing at the time of the proposed issuance of the Refunding Bonds and the New CFD's Bonds and that there can be no assurance of any kind that those conditions will be favorable to such a restructuring. They also understand and agree that the Board cannot commit to form the New CFD prior to the public hearing required pursuant to the provisions of the Mello -Roos Community Facilities Act of 1982, as amended (the "Act"). Subject to the foregoing, the parties will use their best efforts to attempt to implement such a restructuring. Bond Restructuring —New CFD. Within 10 days of the execution and delivery of this MOU by all parties, the Owners will file with the Board a petition (the form of which will be supplied by the PUD), signed by Gray's Station and LDK, requesting the formation of the New CFD and the issuance of the New CFD's Bonds and waiving all otherwise applicable requirements pertaining to the election required in connection with the formation of the New CFD. The proposed boundaries of the New CFD shall be co -terminus with the boundaries of the Parcels of Interest. The requested principal amount of the New CFD's Bonds shall be at least sufficient, along with other available funds, to: (a) provide the funds necessary, together with the payment by each Owner of any delinquency and redemption penalties attributable to delinquencies of Special Taxes occurring during its ownership of a Parcel of Interest, to pay the Special Taxes applicable to the Parcels of Interest that are estimated to be delinquent as of the close of business on April 10, 2017 and to prepay the remainder of such Special Taxes, (b) fund a reasonably required debt service reserve fund for the New CFD's Bonds, (c) pay (or reimburse, as the case may be) the costs of forming the New CFD and issuing the New CFD's Bonds and (d) fund an administrative expense account for the New CFD. The petition shall be accompanied by a proposed rate and method of apportionment (the New RMA") of the special tax to be authorized to be levied within the New CFD (the "New Special Tax"). The New RMA shall establish a maximum annual New Special Tax for each Parcel of Interest that bears the same ratio to the aggregate maximum annual New Special Tax for all Parcels as the sum of (i) such Parcel of Interest's Special Taxes that are estimated to be delinquent as of the close of business on April 10, 2017 and (ii) the amount required to prepay the remainder of its Special Taxes bears to the sum of (i) all of the Parcels of Interest's Special Taxes that are estimated to be delinquent as of the close of business on April 10, 2017 and (ii) the amount required to prepay all of the remainder of their Special Taxes. The actual amount of the aggregate maximum annual New Special Tax for all Parcels of Interest shall be acceptable to the Owners and to the Board. The New RMA shall provide that, in the event a Parcel of Interest is subdivided, the maximum annual New Special Tax applicable to such Parcel of Interest shall be allocated substantially equally to each subdivided parcel that is expected to be developed with one or more residential structures. The New RMA shall also provide that the New Special Tax may not be levied unless and until the New CFD's Bonds have been issued and obligations of the Parcels of Interest to make past due and future payments pursuant to the Existing RMA have been extinguished. The petition shall also be accompanied by a deposit of $25,000 for each Parcel of Interest. The deposit shall be payable by the prospective Owners, as defined herein, with the result that Triumph shall deposit $50,000 for the LDK-1 Parcel and the Cottages Parcel and LDK shall deposit $25,000 for the LDK-2 Parcel. The PUD shall apply the amounts so deposited to pay costs of forming the New CFD and issuing the New CFD's Bonds. In the event this MOU is deemed to have been terminated as provided for herein, or in the event the New CFD's Bonds are not issued, the PUD shall return any unspent portion of the deposits to the respective Owners; and, in in the event the New CFD's. Bonds are issued, the Owners shall be reimbursed for the portion of the deposits expended by the PUD if and to the extent that proceeds from the sale of the New CFD's Bonds are available therefor. The proceedings for the formation of the New CFD will be conducted in accordance with the Act and will be consistent with the usual and customary procedures applicable thereto. The parties understand and agree that such proceedings involve both an election by the Owners and discretionary approvals by Board and that neither any of the Owners nor the Board is obligated to vote or to act in a manner favorable to the formation of the New CFD. Bond Restructuring —Delinquent Taxes. An absolutely essential part of the bond restructuring described above is the curing of the delinquent taxes, including the delinquent Special Taxes, applicable to the Parcels of Interest. As described above, the parties contemplate that all of the Parcels of Interest's Special Taxes that are estimated to be delinquent as of the close of business on April 10, 2017 will be paid with proceeds from the sale of the New CFD's Bonds. However, the 3 payment of the associated delinquency and redemption penalties that are not waived as described below and of the delinquent ad valorem taxes and special assessments that have been included in the County's tax bills is the sole responsibility of the Owners; and they agree to do so in the manner outlined below. The CrD is not authorized to waive delinquency and redemption penalties applicable to the ad valorem taxes and special assessments collected by the County. However, pursuant to California Government Code Section 53340(f), the Board may waive delinquency and redemption penalties applicable to the Special Taxes under certain conditions; and the Board has heretofore authorized the PUD's Administrative Services Manager (the "Administrative Services Manager") to grant such waivers to the Owners if and to the extent the statutory conditions are satisfied. Within 15 days after the formation of the New CFD each Owner will deposit with the PUD the amount estimated by the Administrative Services Manager to be sufficient to pay the sum of (a) all delinquent taxes and assessments then applicable to the Owner's property other than the Special Taxes that are estimated to be delinquent as of the close of business on April 10, 2017 (which delinquent Special Taxes are expected to be paid with proceeds from the sale of the New CFD's Bonds); (b) the administrative and legal expenses incurred by the CFD in connection with its efforts to collect the applicable delinquent Special Taxes; (c) all delinquency and redemption penalties then applicable to the Owner's Parcel(s) of Interest; and (d) all delinquency and redemption penalties that are expected to accrue thereon with respect to the Owner's Parcel(s) of Interest until the issuance of the Refunding Bonds and the New CFD's Bonds, but excluding in the case of clauses (c) and (d) delinquency and redemption penalties that are attributable to Special Tax delinquencies that occurred prior to the Owner's acquisition of the subject Parcel of Interest. In the event the Refunding Bonds and New CFD's Bonds are not issued by the date used by the Administrative Services Manager in calculating the amount of the initial deposit, within ten days after receiving a written request therefor from the Administrative Service Manager the Owner will deposit with the PUD in same -day funds such additional amounts as the Administrative Services Manager may from time to time request in order to assure that the applicable delinquency and redemption penalties will be paid in full concurrently with the issuance of the Refunding Bonds and New CFD's Bonds. The deposits called For in this paragraph shall be made by the prospective Owners, as defined herein, with the result that Triumph shall deposit sufficient funds as outlined herein for the LDK-I Parcel and the Cottages Parcel and LDK shall deposit sufficient funds as outlined herein for the LDK-2 Parcel. If any Owner fails to deposit with the PUD the amount requested by the Administrative Services Manager on or before the date such deposit is required pursuant hereto (each a "Deposit Delinquency"), the PUD shall provide such Owner with a written delinquency notice (a "Delinquency Notice"). In the event of any Deposit Delinquency that is not cured by the applicable Owner within fifteen (15) days following said Owner's receipt of a Delinquency Notice, unless such failure is waived by the PUD this MOU shall be deemed to have been terminated, and the PUD shall return the deposits theretofore received by it to each of the Owners that made such deposits. As long as this MOU remains in effect, each amount so deposited with the PUD will be held by the PUD and applied by it in connection with the issuance of the Refunding Bonds and New CFD's Bonds and/or returned to the Owner that made the deposit as set forth below. If the Refunding Bonds and New CFD's Bonds are issued: (1) The Administrative Services Manager will waive the delinquency and redemption penalties that are attributable to the Special Tax delinquencies that occurred prior to the date on which the Owner acquired the subject property and take such steps as are reasonable and necessary in order to give notice thereof to the County's Treasurer -Tax Collector in order to provide for the removal of the amount waived from the tax roll pursuant to 53340(f)(2) of the California Government Code; (2) The PUD will forward to the County' a Treasurer -Tax Collector the amount necessary to pay in full (y) all delinquent taxes and assessments then applicable to the Owner's property other than delinquent Special Taxes and (z) all delinquency and redemption penalties then applicable to the Owner's property other than those attributable to delinquent Special Taxes; (3) The PUD will credit to the CFD's administrative expense fund the amounts necessary to reimburse it for administrative and legal expenses incurred by the CID in connection with its efforts to collect the applicable delinquent Special Taxes; (4) The PUD will return to each Owner any amount deposited with it pursuant to the foregoing provisions that is in excess of the un-waived delinquency and redemption penalties attributable to delinquencies in the payment of Special Taxes that actually accrued to the date of issuance of the Refunding Bonds; and (5) Net available proceeds from the sale of the New CFD's Bonds (which will be issued concurrently with the issuance of the Refunding Bonds) will be used to pay and prepay in full the remaining Special Taxes obligation of the Parcels of Interest, and a notice of such prepayment will be recorded with the County's Recorder. Bond Restructuring —New CFD's Bonds. Assuming the New CFD has been formed, the New Special Tax has been approved and the New CFD's Bonds have been authorized to be issued by the vote of the Owners, several conditions will still have to be satisfied prior to any attempt to offer the New CFD's Bonds for sale. These conditions include: (a) Triumph shall have completed its acquisition of the Cottages Parcel and the LDK4 Parcel; (b) satisfactory entitlement for the development of the Parcels of Interest shall have been granted by the Town and no challenges to such entitlement shall be pending or threatened; (c) each Owner shall have supplied all information requested by any appraiser engaged by or on behalf of the New CID in connection with the proposed offering of the New CFD's Bonds; (d) each Owner shall have executed and delivered a continuing disclosure undertaking reasonably satisfactory to the underwriter/placement agent/purchaser of the New CFD's Bonds; and (e) each Owner shall have disclosed, and certified as to the accuracy and completeness of such disclosure for purposes of federal and state securities laws, among other things, the structure of its organization, background information concerning its principals, its experience as a land developer, its plans for the development of its property within the New CFD, the financial resources available to it implement those plans, and any and all other information of any kind deemed by the CID, its disclosure counsel or its bond underwriter, placement agent or bond purchaser to be relevant and material to a purchase of the New CFD's Bonds. Assuming that all of the foregoing conditions have been satisfied and that the Board determined that an attempt to sell the New CFD's Bonds would be appropriate under the circumstances, the Board, acting as the legislative body of the New CID will use its best efforts to sell the New CFD's Bonds on terms that provide, among other things, a longer final maturity than 5 that of the Existing Bonds and some level of reduced annual debt service during the first several years following their issuance. Such a sale may be attempted either on a stand-alone basis or through a joint powers agency in combination with the sale of the Refunding Bonds; and the manner of any sale, its timing and the professionals to be engaged to implement it will all be determined by the Board in its sole discretion. In connection with the foregoing the Owners understand and agree that, in light of the history of property tax delinquencies associated with the Parcels of Interest, the anticipated low ratios of the values of the Parcels of Interest to their respective shares of the indebtedness that will be represented by the New CFD's Bonds, and the concentration of ownership of the Parcels of Interest, (a) the Board may determine that the minimum denominations of the New CFD's Bonds should be substantially higher than the usual denominations of land -secured bonds and that the sale thereof should be limited to qualified institutional buyers, each of which determinations might well increase the interest rate that would otherwise be borne by the New CFD's Bonds; and (b) there can be absolutely no assurance of any kind that the New CFD's Bonds will be successfully sold. Bond Restructuring —Refunding Bonds. The Refunding Bonds will be issued only i£ (a) all of the requirements of the Act have been satisfied, (b) the New CFD's Bonds are issued concurrently therewith and (c) the Board determines that such issuance is in the best interest of the residents and taxpayers of the Existing CFD. If issued, the Refunding Bonds will be secured by, and be payable from, the Special Taxes applicable only to the taxable property within the Existing CFD other than the Parcels of Interest. All aspects of any sale of the Refunding Bonds shall be as determined by the Board in its sole discretion. Termination. Each Owner may terminate this MOU at any time prior to the date on which the Board approves the sale and issuance of the Refunding Bonds and the New CFD's Bonds by delivering written notice of such termination to the PUD, the CFD and each other Owner. In the event of such a termination, or if the Refunding Bonds and the New CFD's Bonds have not been issued prior to [December 31, 2017] or such later date as shall have been agreed to by all of the Owners (in which case this MOU will be deemed to have been terminated), the Board will take all actions reasonable and necessary to dissolve the New CFD and any unspent portion of the amounts deposited with the PUD will be returned to the Owners that made the deposits. In witness whereof, the parties have executed this MOU as of the date indicated above. TRUCKEE DONNER PUBLIC UTILITY DISTRICT By: ATTEST: Clerk of the Board of Directors President of the Board of Directors 0 ATTEST: Clerk of the Board of Directors TRUCKEE DONNER PUBLIC UTILITY DISTRICT COMMUNITY FACILITIES DISTRICT NO, 04-1 (GRAY'S CROSSING) By: President of its Board of Directors TRIUMPH DEVELOPMENT LLC By: Steve Virostek, Principal LDK GC 81, LLC By: Denton Kelley, Managing Principal E