Resolution 14459CITY OF ALAMEDA 14459
C RESOLUTION NO.
AUTHORIZING THE ISSUANCE OF TWO SERIES OF REFUNDING BONDS,
PROVIDING FOR EXECUTION OF FISCAL AGENT AGREEMENTS AND
OTHER MATTERS WITH RESPECT THERETO, AND MAKING FINDINGS
WITH RESPECT TO AND APPROVING THE ISSUANCE OF BONDS BY THE
ALAMEDA PUBLIC FINANCING AUTHORITY
WHEREAS, this City Council has adopted a Resolution of Intention (the
"Resolution of Intention ") relating to the levy and collection of reassessments as
security for the issuance and payment of a series of refunding bonds for the
City's Marina Village Reassessment District No. 10 -1 (the "Reassessment
District "), and in the Resolution of Intention this City Council provided that serial
and /or term bonds would be issued pursuant to the provisions of the Refunding
Act of 1984 for 1915 Act Improvement Bonds, Division 11.5 of the California
Streets and Highways Code (the "Refunding Act ") for the Reassessment
District, and reference to the Resolution of Intention is hereby expressly made
for further particulars; and
WHEREAS, a list of all reassessments which remain unpaid in the
Reassessment District has been filed with the City Clerk; and
WHEREAS, this City Council duly considered the Iist of reassessments
and has determined that the same is an accurate statement of the unpaid
reassessments; and
WHEREAS, this City Council has conducted proceedings under and
pursuant to the Mello -Roos Community Facilities Act of 1982, as amended (the
"CFD Act "), to form the City of Alameda Community Facilities District No. 1
(Harbor Bay) (the "CFD "), to authorize the levy of special taxes upon the land
within the CFD, and to issue bonds secured by said special taxes the proceeds
of which were used to finance certain facilities; and
WHEREAS, this City Council, as legislative body of the CFD, authorized
the issuance of bonds of the City for the CFD in the original principal amount of
$17,035,000 designated City of Alameda Community Facilities District No. 1
(Harbor Bay) 1996 Special Tax Refunding Bonds (the "Prior CFD Bonds "), the
Prior CFD Bonds having been issued pursuant to the CFD Act and a Resolution
of this City Council adopted on June 4, 1996; and
WHEREAS, this City Council has determined that due to favorable
interest rates, it is in the best interests of the owners of land in the CFD that the
Prior CFD Bonds be refunded, and it is in the best interests of the owners of
land in the Reassessment District that bonds be issued secured by the
reassessments to refund the outstanding Limited Obligation Improvement
Bonds, City of Alameda Marina Village Assessment District 89 -1, Series 89 -1
(together with the Prior CFD Bonds, collectively the "Prior Bonds "); and
WHEREAS, there has been submitted to this City Council two separate
agreements (collectively, the "Fiscal Agent Agreements ") providing for the
issuance of two separate issues of refunding bonds of the City (collectively, the
"Bonds "), for and on behalf of the CFD and for the Reassessment District, and
this City Council, with the aid of City staff, has reviewed the Fiscal Agent
Agreements and found them to be in proper order, and now desires to approve
the Fiscal Agent Agreements and the issuance of the Bonds; and
WHEREAS, there has been presented to the City Council two separate
escrow deposit and trust agreements (collectively, the "Escrow Agreements "),
providing for the creation of funds which will be used to refund and redeem the
Prior Bonds and this City Council now desires to approve such agreements in
connection with the refunding of the Prior Bonds; and
WHEREAS, the City proposes to sell both issues of the Bonds to the
Alameda Public Financing Authority (the "Authority ") pursuant, among other
documents, to the terms of an Agreement Regarding Refunding of Authority
Bonds (the "Refunding Agreement') by and among the City, the Authority and
the other parities identified therein, and the Authority proposes to purchase the.
Bonds with the proceeds of its bonds (the "Authority Bonds ") and to offer the
Authority Bonds for sale by means of a preliminary official statement (the
`Preliminary Official Statement "), and to sell the Authority Bonds by public sale
pursuant to a notice of intention to sell bonds (the "Notice of Intention ") and an
official notice of sale (the "Official Notice of Sale "); and
WHEREAS, it appears that each of said documents referenced above is
in appropriate form and is an appropriate document to be executed and
delivered for the purpose intended; and
WHEREAS, the City has on this date held a duly noticed public hearing,
as required by Section 6586.5(a) of the California Government Code, on the
refinancing to occur by reason of the purchase of the Bonds with the proceeds
of the Authority Bonds; and
WHEREAS, this City Council now desires to make a finding of significant
public benefit, pursuant to Section 6586.5(a)(2) of the California Government
Code, and to approve of the transactions contemplated by the Bonds and the
Authority Bonds; and
WHEREAS, all conditions, things and acts required to exist, to have
happened and to have been performed precedent to and in the issuance of the
Bonds as contemplated by this Resolution and the documents referred to
herein exist, have happened and have been performed in due time, form and
manner as required by the laws of the State of California, including the CFD Act
and the Refunding Act, as applicable.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF
THE CITY OF ALAMEDA as follows:
Section 1. This City Council hereby finds that significant public benefits
will arise from the refunding of the Prior Bonds by means of the purchase of the
Bonds with the proceeds of the Authority Bonds, all in accordance with Section
6586 of the California Government Code, in that the financing and refinancing
will result in demonstrable savings in effective interest rates, bond preparation,
bond underwriting and bond issuance costs as only one series of the Authority
Bonds will be sold to the public (as opposed to two series of bonds that would
otherwise need to be issued by the City) to refinance the Prior Bonds.
Section 2. The reassessments for Reassessment District now remaining
unpaid are as shown on said List of Unpaid Reassessments for the
Reassessment District (the "Reassessments ") on file with the City Clerk; and for
a particular description of the Tots or parcels of land bearing the respective
reassessment numbers set forth in said list, reference is hereby made to the
reassessment and to the diagram, and any amendments thereto, recorded in
the office of the Superintendent of Streets of the City for the Reassessment
District.
Section 3. Pursuant to the Refunding Act and this Resolution, refunding
bonds designated as "Limited Obligation Refunding Bonds, City of Alameda
Marina Village Reassessment District No. 10-1" (the "Reassessment Bonds ")
shall be issued in an aggregate principal amount equal to the unpaid
Reassessments, but not in any event in a principal amount in excess of
$9,500,000. The Reassessment Bonds shall be issued at such rate or rates of
interest, in such form or forms, with such maturities and upon such provisions,
covenants and conditions, all of which shall be as specified by the City pursuant
to the terms of the Fiscal Agent Agreement with respect to the Reassessment
Bonds to be executed by the City in furtherance of the issuance of the
Reassessment Bonds hereby authorized; provided, however, no such
Reassessment Bonds shall be authorized in excess of the total aggregate
amount of the unpaid Reassessments.
Pursuant to the CFD Act and this Resolution, special tax refunding
bonds of the City for the CFD designated as "City of Alameda Community
Facilities District No 1 (Harbor Bay) 2010 Special Tax Refunding Bonds" (the
"CFD Bonds ") in an aggregate principal amount not to exceed $11,500,000, are
hereby authorized to be issued. The CFD Bonds shall be executed in the form
set forth in and otherwise as provided in the Fiscal Agent Agreement for the
CFD Bonds.
In furtherance of the issuance of the CFD Bonds, this Council hereby
makes the following findings and determinations: (i) it is prudent in the
management of the fiscal affairs of the City, this City Council and the CFD to
issue the CFD Bonds for the purpose of refunding the Prior CFD Bonds; (ii) the
total net interest cost to maturity on the CFD Bonds plus the principal amount of
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the CFD Bonds will not exceed the total net interest cost to maturity on the Prior
CFD Bonds plus the principal amount of the Prior CFD Bonds; and (iii) the
value of the real property in the CFD subject to the special tax to pay debt
service on the CFD Bonds is at least three times the principal amount of the
CFD Bonds and the principal amount of all other bonds outstanding that are
secured by a special tax levied pursuant to the CFD Act or a special
assessment levied on property with the CFD. The determination in the
preceding clause (iii) is based on the full cash value of such property as shown
on the ad valorem tax roll of the County of Alameda.
For purposes of Section 53363.2 of the CFD Act, (1) it is expected that
the purchase of the CFD Bonds will occur on or after June 21, 2010, (ii) the
date, denomination, maturity dates, places of payment and form of the CFD
Bonds shall be as set forth in the Fiscal Agent Agreement for the CFD Bonds,
(iii) the minimum rate of interest to be paid on the CFD Bonds shall be one
percent (1%) with the actual rate or rates to be set forth in the Fiscal Agent
Agreement for the CFD Bonds as executed, (iv) the place of payment for the
Prior CFD Bonds shall be as set forth in the Fiscal Agent Agreement for the
Prior CFD Bonds; and (v) the designated costs of issuing the CFD Bonds shall
be as described in Section 53363.8(a) of the CFD Act, and as otherwise
described in the Fiscal Agent Agreement for the CFD Bonds and the closing
certificates for the CFD Bonds.
Section 4. The Fiscal Agent Agreements, in the respective forms on file
with the City Clerk, which Fiscal Agent Agreements provide, in substance,
provisions for the payment of and covenants relating to the Reassessment
Bonds and the CFD Bonds (collectively, the "Bonds "), are hereby approved.
The City Manager is hereby authorized and directed to execute the Fiscal
Agent Agreements on behalf of the City in such forms, together with such
changes thereto as may be approved by the City Manager upon consultation
with the City Attorney and Bond Counsel, the approval of such changes to be
conclusively evidenced by the execution and delivery of the Fiscal Agent
Agreements by the City.
The City Council hereby approves the refunding of each series of the
Prior Bonds with the proceeds of the applicable series of the . Bonds, in
accordance with the provisions of the documents pursuant to which the Prior
Bonds were sold and delivered, and an Escrow Agreement for each series of
the Prior Bond, each among the City, the Authority and the Fiscal Agent or the
Agent, as applicable, for the Prior Bonds, as escrow bank thereunder. The City
Council hereby approves the Escrow Agreements in the respective forms on file
with the City Clerk. The City Council hereby authorizes and directs the City
Manager to execute and deliver the Escrow Agreements on behalf of the City in
such forms, together with any changes therein or additions thereto deemed
advisable by the City Manager upon consultation with Bond Counsel and the
City Attorney, the approval of such changes to be conclusively evidenced by
the execution and delivery of the Escrow Agreements by the City.
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Section 5. Union Bank, N.A., is hereby designated to act as the Fiscal
Agent for the Bonds and to perform the actions and duties required of the
Fiscal Agent under the Fiscal Agent Agreements, including those for the
authentication, transfer, registration, and payment of the Bonds. The City
Manager is hereby authorized enter into an agreement with the Fiscal Agent for
its services as the Fiscal Agent under the Fiscal Agent Agreements.
Section 6. The forms of the Refunding Agreement and the Purchase
Contract on file with the City Clerk are hereby approved. The City Manager is
hereby authorized and directed to execute the Refunding Agreement and the
Purchase Contract in the forms hereby approved, with such additions therein
and changes thereto as the City Manager upon consultation with the City
Attorney and Bond Counsel, deems necessary or desirable, with such approval
to be conclusively evidenced by the execution and delivery of such agreements
by the City.
The City Council hereby approves the issuance of the Authority Bonds
by the Authority and the sale of the Authority Bonds by public sale pursuant to
the Notice of Intention and the Official Notice of Sale as such documents are
approved by the Board of Directors of the Authority.
This City Council hereby finds and determines that the sale of the CFD
Bonds to the Authority at negotiated sale as contemplated by the Refunding
Agreement and the Purchase Contract will result in a lower overall cost.
Section 7. The Bonds, when executed, shall be delivered to the Fiscal
Agent for authentication. The Fiscal Agent is hereby requested and directed to
authenticate the Bonds by executing the Fiscal Agent's certificate of
authentication and registration appearing thereon, and to deliver the Bonds,
when duly executed and authenticated, to the Authority or its designee as
directed in the Refunding Agreement.
Section 8. The form of the Preliminary Official Statement for the
Authority Bonds presented at this meeting is hereby approved and the
Preliminary Official Statement is hereby authorized to be distributed to
prospective purchasers of the Authority Bonds in the form hereby approved,
together with such additions thereto and changes therein as are determined
necessary or desirable by the City Manager, upon consultation with Disclosure
Counsel and the City Attorney, to make such Preliminary Official Statement
final as of its date for purposes of Rule 15c2 -12 of the Securities and Exchange
Commission. The City Manager is hereby authorized to execute a final Official
Statement in the form of the Preliminary Official Statement, together with such
changes as are determined necessary by the City Manager, upon consultation
with Disclosure Counsel and the City Attorney, to make such Official Statement
complete and accurate as of its date. The distribution of the final Official
Statement for the Authority Bonds and any supplement thereto to the
purchasers of the Authority Bonds is hereby authorized.
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Section 9. The Mayor, City Manager, City Clerk and Treasurer of the
City and any other officers or staff of the City are hereby authorized and
directed to take any actions and execute and deliver any and all documents as
are necessary to accomplish the issuance, sale and delivery of the Bonds and
the refunding of the Prior Bonds in accordance with the provisions of this
Resolution and the fulfillment of the purposes of the Bonds as described in the
Fiscal Agent Agreements and the Escrow Agreements.
Section 10. This Resolution shall take effect upon its adoption by this
City Council.
* * * * * * * *
1, the undersigned, hereby certify that the foregoing Resolution was duly and
regularly adopted and passed by the Council of the City of Alameda during the Regular
Meeting of the City Council on the 15th ay of June, 2010, by the following vote to wit:
AYES: Councilmembers deHaan, Gilmore, Matarrese, Tam
and Mayor Johnson - 5.
NOES: None.
ABSENT: None.
ABSTENTIONS: None.
IN WITNESS, WHEREOF, I have hereunto set my hand and affixed the official seal of
said City this 16th day of June, 2010.
Lara Weisiger, City Clerk
City of Alameda