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This First Amendment to Intercreditor Agreement (this "Amendment"), dated as of
February 14, 1996, is entered into by d among BANK OF . 'v4FRICA NATIONAL TRUST AN
SAiVI CiS ASSOCIATION ("B of A") successor by merger to Security Pacific National Bank, a
national banking association ("SPNB" B of A, as successor to SP?LTB, shall be referred to herein as
"Bank"), the CITY OF REDLAINDS, a municipal corporation duly organized and existing under the
laws of the State of California ("Issuer") and FIRST TRUST OF CALIFORNIA, N.A., successor
in interest to Bankers Trust Company of California, in its capacity as trustee under the Indenture
referred to below("Trustee").
PRELLMLINTARY STATEMENTS: (1) Issuer and Trustee are parties to an Indenture
of Trust dated as of February, 1, 1991 (the "Indenture") securing $222,650,000 City of Redland
N"arable Rate Demand Multifammily Housing Re-venue Refunding;Bands (Parkview Terrace Project),
1991 Series A (the "Bonds").
(2) The proceeds of the sale of the Bonds issued under the Indenture were leaned
by Issuer to Redlands-558, a California limited partnership('Owner"), pursuant to that certain Loan
Agreement dated as of February 1, 1991 (the "Loan Agreement"), and SPNB issued a direct draw
letter of credit (such letter of credit, as extended, supplemented or otherwise modified (including
y substitute therefor issued by Bank), the "Letter of Credit") in favor of the Trustee pursuant to
the terms of the Indenture and the Loan Agreement.
(3) In connection with the execution of the Loan Agreement and the issuance of
the Letter of Credit, the parties hereto entered into an Intercreditor Agreement dated as of
February 1, 1991 (the "Intercreditor Agreement") to set forth certain agreements of the parties with
respect to the Band Documents and the Loan Documents, (as defined therein). Capitalized terms
used and not otherwise defined in this Amendment shall have the same meanings as in the
Intercreditor Agreement.
(4) In connection with the extension by Bank of the termination ination date of the Letter
of Credit, the parties hereto have agreed to amend the Intercreditor Agreement in the manner set
forth herein-
NOW THEREFORE, for good and valuable consideration, the sufficiency of which
is hereby acknowledged, the pasties hereto agree as follows:
I. Section 4 of the Intercreditor Agreement is hereby amended and restated in
its entirety to read as follows.
"& -Jj.Qn 4. Exercise Q_f Righis UndcLn D!2�,umrmts and
Bond Documents So long as Bank is not in default in the payment
of any amount required to be paid pursuant to the Letter of Credit,
the following provisions shall be applicable:
(a) (1) Upon the occurrence of an
Event of Default under any Loan Document, Bank
shall be permitted and is hereby authorized to take
anv and all actions and to exercise anv and all rights,
remedies and options which it may have under any
Loan Document or at law to cause such default to be
cured, or to foreclose (by Judicial or non judicial
� J -1
means)the Deed of Trust and sel I the Property or any
J
part thereof (or accept a deed thereof in lieu of
foreclosure), and sell or otherwise realize upon the
property mortgaged., pledged or assigned to or for the
benefit of Bank under the Loan Documents, without
objection or interference by Issuer or Trustee, and in
Bank's sole discretion, there shall be no declaration of
a default or mandatory redemption under the
Indenture or the Loan Agreement, notwithstanding
any such implementation by Bank of its rights,
remedies and options under the Loan Documents, so
long as the lien of the Trustee Deed of Trust shall not
be discharged or materially impaired thereby.
(ii) Upon the occurrence of an
Event of Default under any Loan Document, Bank
may, whether or not it is pursuing any other rights or
remedies under the Reimbursement Agreement and
the other Loan Documents, give notice of such Event
of Default to Trustee and require Trustee to accelerate
the Loan and redeem the Bonds, in which event
Trustee shall immediately call all Bonds for
mandatory redemption and make a "D" Drawing
under the Letter of Credit,
(b) (i�') Except as otherwise expressly
permitted by varagranhs (ji) and fill) below, neither
Issuer nor Trustee shall, without Bank's prior written
consent:
(A) take any action to
declare the outstanding balance of the Bonds or the
Note to be due pursuant to the Indenture or the Loan
Agreement or to foreclose the lien or the Trustee
F:,USERS 2
Deed of Trust or to sell the property covered thereby,
or to enforce any other remedy against any of the
property described in the Trustee Deed of Trust, the
Trustee Assignment of Leases or the Trustee Security
Agreement (the "Bank's Collateral"), or
(B) take any other action or
enforce any other remedy against the Owner or the
Property on account of any default by Owner with
respect to any obligation secured by the Trustee Deed
of Trust,
(ii} If Owner defaults in the
performance or observance of any covenant,
agreement or obligation of Owner set forth in the
Regulatory Agreement, and if such default remains
uncured for a period of 60 days after Owner and Bank
receive written notice from the Trustee stating that a
Regulatory Agreement default has occurred and
specifying the nature of such default (which 60-day
period, as it may be extended In accordance with
clause C(l) below or reduced by Trustee in
accordance with the proviso set forth below, is
hereinafter referred to as the "Cure Period"), then
Issuer and Trustee shall thereafter have the right,
without the Bank's consent, (1) to declare the
outstanding balance of the Bonds and the Note to be
due pursuant to the Indenture and the Loan
Agreement on account of such default, (2.) to call the
Bonds for redemption in accordance with the
Indenture and to draw upon the Letter of Credit in
accordance with the terms thereof, and (3) in the
event Bank defaults in the payment of any amount
required by the terms of the Leiter of Credit and
applicable law to be paid pursuant to the Letter of
Credit upon such draw, to foreclose the Lien of the
Trustee Deed of Trust, sell the property covered
thereby or enforce any remedy against the Bank's
Collateral, unjgj�:
(A) upon the wr-itten request
of Bank to Trustee prior to the end of such Cure
Period, Trustee receives an opinion of Bond Counsel
(as defined in the Indenture) to the effect either
F:JUSERS A('S0FAJkFD558 I A
(1) that the failure to cure such default will not have
a materially adverse effect on the exemption of
interest on the Bonds from federal gross income
taxation, or('2)that an extension of the Cure Period to
a date specified in the opinion will not have a
materially adverse effect on the exemption of interest
on the Bonds from federal gross income taxation, in
which case the Cure Period shall be extended to such
date, or
(B) action to cure such
default is instituted within the Cure Period and
diligently pursued thereafter until such default is
cured, or
(C) if such default is not
reasonably curable by Bank without first securing
possession or the Property, Bank (1) institutes, within
the Cure Period (which period shall be tolled during
the pendency of any stay or injunction on account of
the bankruptcy of Owner or by reason of any judicial
or administrative action), foreclosure proceedings or
other action for the purpose of obtaining such
possession, (2) thereafter diligently pursues such
proceedings (subject to any such stay or injunction)
until such possession is obtained, and (3) diligently
ntl
pursues action to cure such default after it obtains
possession of the Property,until such default is cured-
VLQ.vLi�. hQw
Sar, that no extension pursuant to
par• =rar h above of the period within
-which the cure of a Regulatory Agreement default
must be completed shall be effective unless, in the
opinion of Bond Counsel (as set forth in an opinion
delivered to Trustee at Bank's request), such
extension will I not materially adversely effect the
exemption of interest on the Bonds from federal gross
income taxation; ad
12r2vigd, fgrfhgr, that Trustee.
upon prior written notice to the Bank following any
such default under the Regulatory Agreement, may
reduce the 60-day Cure Period provided above to
such shorter period of time as is specified in such
notice but only if Trustee receives an opinion of Bond
Counsel acceptable to Bank that such reduction of
F:,j,'SERSJL,C',,BOFA\RED558,FDLANEN'd,OA 4
such period is necessary to preserve the exemption of
interest on the Bonds from federal gross income
taxation and State of California personal income
taxation,
(iii) In the event of a default under
the Regulatory Agreement which remains uncured
after (A) written notice thereof to Owner and Bank
and (B) expiration of the applicable cure period set
forth in the Regulatory Agreement, nothing in this
Section�4( ' shall restrict or in any way limit the right
offIssuer or Trustee to take any action available under
the Regulatory, Agreement or at law or in equity in
order to enforce the terms of the Regulatory
Agreement, so long as neither Issuer nor Trustee takes
any action to redeem the Bonds or declare the
outstanding balance of the Bonds or the Developer
Note to be due pursuant to the Indenture or the Loan
Agreement on account of such default or to foreclose
any liens or security interests or enforce any other
remedy against any of the Bank's Collateral, except
in accordance with Segtions 4(b)(i) and A ,b)(ii)
above.
(1v) Nothing in this erection A(bj
shall restrict or in wav limit the actions required to be
taken by Trustee or Issuer under the Indenture in
connection with any purchase of Bonds, or the
payment of interest thereon, or in connection with any
mandatory redemption of the Bonds at or prior to
maturity (other than a mandatory redemption due to
a default), or the application by Trustee o1fany funds
held under the Indenture, or the submission of any
claim and the collection and application of any funds
paid to Trustee under the Letter of Credit.
(c) (1) If Bank (or an affiliate of
Bank) becomes the legal or beneficial owner of the
Property by foreclosure, deed in lieu of foreclosure,
or otherwise, Issuer and Trustee shall, for all intents
and purposes, deem Bank or such affiliate(s) (the
"Bank Transferee") to be the "Developer" under the
Bond Documents, as substitute obligor thereunder, so
long as such Bank Transferee delivers to Trustee,
F:,!�SERS JL-CSOFAJkM558,FTR.A*fEND,01 A
concurrently with such transfer(A)a written notice of
such substitution, (B) written confirmation that the
Letter of Credit is still in force and effect,
(C) payment of all fees then owing to Trustee and
Issuer under Section 901 of the Indenture, (D) a
written instrument assuming and agreeing to perform
Owner's obligations under the Bond Documents
accruing from and after the date of such transfer,
(E) an opinion of counsel to the Bank Transferee
(which may include customary and other reasonable
exceptions, assumptions and limitations) that such
Bank Transferee has duly assumed the obligations of
Owner under the Loan Agreement and the Regulatory
Agreement and that such obligations are binding on
the Bank Transferee,, subject to the terms of the
assumption agreement as described in the proviso set
forth below, and (F)an opinion of Bond Counsel that
such transfer shall not materially adversely affect the
exemption of interest on the Bonds from federal gross
income taxation; P-rav-UgA,
that Issuer and
Trustee agree (and such assumption agreement shall
provide) that such Bank Transferee shall have no
liability beyond its interest in the Property for any of
Owner's obligations under the Bond Documents,
except that the Bank Transferee shall be personally
liable for (1) Owner's obligation under the Loan
Documents to indemnify Issuer and Trustee, to the
extent set forth in Section 6 8 of the Loan Agreement
and �,!�ctiQn 23 of the Regulatory Agreement, for
claims, losses, costs, damages, fees, expenses, suits,
judgments, actions and liabilities resulting from
defaults by the Batik Transferee under the Regulatory
Agreement during the period that such Bank
Transferee holds legal title to the Property,
(22) Owner's obligation under Section fj(d) of the
Loan Agreement to pay the fees and expenses of
Issuer and Trustee described in such Section accruing
during the period that such Bank Transferee holds
legal title to the Project, and (3) Owner's obligation
to pay reasonable attorneys' fees and enforcement
expenses with respect to any Event of Default (as
defined in the Loan Agreement) by the Bank
Transferee occurring during the period that such Bank
Transferee holds legal title to the Property, except to
F'I'SERS
the extent that any of the obligations described in
clauses (1), (2) and (3) above are non-recourse
obligations under the terms of the Bond Documents,
The delivery of the items specified in clauses (A)
through (F) above shall be deemed to satisfy the
requirements of Section 10 of the Regulatory
Agreement.
(ii) Upon transfer of title to the
Property by such Bank Transferee to a third party,
such third party transferee shall thereupon be deemed
to be the "Developer" under the Bond Documents, as
substitute obligor thereunder, provided that such
transferee delivers to Trustee, concurrently with such
transfer (A) one or more Letters of Credit or
Substitute Credit Facilities (as defined in the
Indenture)meeting the requirements of the Indenture
or written confirmation of Bank that the Letter of
Credit is still in force and effect, (B) a written
instrument assuming and agreeing to perform all
obligations of "Developer" under the Bond
Documents accruing from and after the date of such
transfer, with the benefit, however, of any non-
recourse provisions contained in the Bond
Documents, (C) payment of all fees then owing to
Trustee under Section 902 of the Indenture, (D) an
opinion of counsel to the transferee (which may
include customary and other reasonable exceptions,
assumptions and limitations) that such transferee has
duly assumed the obligations of "Developer" under
the Regulatory Agreement and that such obligations
and the Regulatory Agreement are binding on the
transferee, and (E) an opinion of Bond Counsel that
such transfer will not materially adversely affect the
exemption from income taxation of interest on the
Bonds. The delivery of the items specified in clauses
(A) through (F) above shall be deemed to satisfy the
requirements of Section 10 of the Regulatory
Agreement. Upon completion of any transfer in
accordance with this Section 4(cl(w, the Bank
Transferee shall be relieved of any further liability for
Owner's obligations under the Loan Documents
accruing from and after the date of such transfer,
(iii) Anything contained in the
Bond Documents to the contrary notwithstanding,
Issuer and Trustee hereby approve any transfer of title
to the Property to the Bank (or its affiliates), or by the
Bank or its affiliate to a third party, so long as (i) such
transfer complies with the requirements set forth in
Sec ion 4(c)(i4 or 6ij above., whichever is applicable,
or {ii) Trustee is paid an amount sufficient to pay or
redeem all Bonds then outstanding.
(iv) Nothlnj contained in
this Section 4(c) shall in any way affect or limit
Bank's obligations under the Letter of Credit."
2. The text of Sections 5(a) and 5(b) of the Intercreditor Agreement is hereby,
deleted in its entirety and the phrase "[intentionally omitted]" is inserted in lieu thereof.
3. Section 9.3 of the Intercreditor Agreement is hereby amended and restated
in its entirety to read as follows:
"9.3. All notices, demands, approvals and
other communications which are required or may be
given pursuant to this Agreement shall be in writing
and be delivered by personal delivery, overnight air
courier or registered or certified U.S. mail with return
receipt requested or by facsimile with confirmation by
facsimile answer back to the appropriate party as its
address or facsimile number as follows:
If to Trustee:
First Trust of California, N.A.
101 California Street
Suite 1150
San Francisco, California 94111
Attention- Multi-Family Housing Group
Facsimile No.:
F:USERS J,C",BOFA,,RFD558FTR-A-XC-ND.01 A
If to Issuer,
City of Redlands
30 Cajon Street
Redlands, California 92373
Attention Mr, Gary M, Luebbers,
City Manager
Facsimile No.
If to Bank:
Bank of America
600 Wilshire Boulevard
Suite 500
RAONIS 91334
Los Angeles, California 90017
Attention: Ms Debby Moss.,
Vice President
Facsimile No., (213) 228-6318
Addresses or facsimile numbers for notices may be changed from time to time by written notice to
all other parties. If any communication is given by mail it will be effective upon the earlier of(a) 96
hours after deposit in the U.S. mail with postage prepaid or (b) actual receipt, as indicated by the
return receipt-, and if given by personal delivery or by overnight air courier, when delivered,"
Section 4 (a) Upon and after the effectiveness of this Amendment, each
reference in the Intercreditor Agreement to "this Agreement", "hereunder". "hereof' or words of like
import referring to the Intercreditor Agreement, and each reference in the Bond Documents and the
Loan Documents to "the Intercreditor Agreement", "thereunder", "thereof" or words of like import
referring to the Intercreditor Agreement shall mean and be a reference to the Intercreditor
Agreement as modified and amended hereby,
(b) Except as specifically amended above, the Intercreditor Agreement
is and shall continue to be in full force and effect and is hereby in all respects ratified and
confirmed.
Section 5, This Amendment may be executed in any number of counterparts and
by different parties hereto in separate counterparts, each of which when so executed and delivered
shall be deemed to be an original and all of which taken together shall constitute but one and the
same agreement. Delivery of an executed counterpart of a signature page to this Amendment by
telefacsimile shall be effective as delivery of a manually executed counterpart of this Amendment.
D,r 11 A
,,ER:Sjj,CBOF N U 9
_A'%RED�58,FMAMEI
IIS WTFTNESS NAOF, Bark, Issuer and Trustee have caused this Amendment
to be duiv executed as of the date first written above.
"Bank"
BANK OF AMERICA NATIONAL TRUST AND
SAVENGS ASSOCIATION
By:
Debby ?Moss,
Vice President
By
Alien R. Staff, Jr.,
Vice President
"Issuer"
CITY OF REDLANDS
B_
''arae_ c�. e
Tine:
[SEAL]
Attest
City Cl k [
' Trust
FIRST TRUST OF CALIFORNLkN.A.
By .
Tide: