Resolution 10963RESOLUTION NO. 10963
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ALAMEDA
PROVIDING FOR THE BORROWING OF FUNDS FOR FISCAL YEAR
1986 -1987 AND THE ISSUANCE OF TAX AND REVENUE
ANTICIPATION NOTES THEREFOR, AND AUTHORIZING THE
SALE OF NOTES TO A.R. ALTURA & COMPANY, INC.
WHEREAS, pursuant to Sections 53850 et seq. of the Government Code of the
State of California, this City Council (the "Council ") has found and determined
that the sum of not to exceed five million five hundred thousand dollars
($5,500,000) is needed for the requirements of the City of Alameda (the "City "),
a charter city and municipal corporation duly organized and existing under the
laws of the State of California, to satisfy obligations payable from the General
Fund of the City, and that it is necessary that said sum be borrowed for such
purpose at this time by the issuance of temporary notes therefor in anticipation
of the receipt of taxes, revenues and other moneys to be received by the City
for the General Fund of the City during or allocable to Fiscal Year 1986 -1987;
and
WHEREAS, it appears, and the Council hereby finds and determines, that
said sum of five million five hundred thousand dollars ($5,500,000), when added
to the interest payable thereon, does not exceed eighty -five percent (85 %) of
the estimated amount of the uncollected taxes, revenue and other moneys of the
City attributable to Fiscal Year 1986 -1987, and available for the payment of
said notes and the interest thereon (as hereinafter provided);
NOW, THEREFORE, the City Council of the City of Alameda hereby finds,
determines, declares and resolves as follows:
Section 1. Recitals True and Correct. All of the recitals herein set
forth are true and correct, and the Council so finds and determines.
Section 2. Issuance and Terms of Notes. Solely for the purpose of
anticipating taxes, revenue and other moneys to be received by the City for the
General Fund of the City during or allocable to Fiscal Year 1986 -1987, and not
pursuant to any common plan of financing, the City hereby determines to and
shall borrow the aggregate principal sum of not to exceed five million five
hundred thousand dollars ($5,500,000) by the issuance of temporary notes under
Sections 53850 et seq. of the Government Code of the State of California,
designated "City of Alameda, California, 1986 Tax and Revenue Anticipation
Notes" (the "Notes "), to be numbered from 1 consecutively upward in order of
issuance, to be in minimum denominations of $25,000 or any integral multiple
thereof, to be dated July 31, 1986 and to mature (without option of prior
redemption) on June 30, 1987. The Notes shall bear interest, payable at
maturity and computed on a 30 -day month /360 -day year basis, at the rate per
annum set forth in the Note Purchase Agreement hereinafter approved by the City
Council. Both the principal of and interest on the Notes shall be payable, only
upon surrender thereof, in lawful money of the United States of America, at the
principal corporate trust office of The Bank of California National Association,
San Francisco, California.
Section 3. Form of Notes. The Notes shall be issued without coupons and
shall be substantially in the form and substance set forth in Exhibit A attached
hereto and by reference incorporated herein, the blanks in said form to be
filled in with appropriate words and figures.
Section 4. Use of Proceeds. The moneys so borrowed shall be deposited in
the General Fund of the City and used and expended by the City for any purpose
for which it is authorized to expend funds from the General Fund of the City.
Section 5. Security. The principal amount of the Notes, together with
the interest thereon, shall be payable from taxes, revenue and other moneys
which are received by the City for the General Fund of the City for the Fiscal
Year 1986 -1987. As security for the payment of the principal of and interest on
the Notes the City hereby pledges (a) the first $2,750,000 of "unrestricted
moneys" (as hereinafter defined) received by the City in December 1986 and (b)
the first $2,750,000, together with any additional amount required to pay the
interest on the Notes at maturity, of such unrestricted moneys received by the
City in April 1987 (such pledged amounts being hereinafter called the "Pledged
Revenues "). The principal of the Notes and the interest thereon shall
constitute a first lien and charge thereon and shall be payable from the Pledged
Revenues. To the extent not so paid from the Pledged Revenues, the Notes shall
be paid from any other moneys of the City lawfully available therefor. If there
are insufficient unrestricted moneys received by the City to permit the deposit
into the Repayment Account, as hereinafter defined, of the full amount of the
Pledged Revenues to be deposited in any month by the last business day of such
month, then the amount of any deficiency shall be satisfied by an increased
deposit in the next month (if any) in which Pledged Revenues are scheduled to be
deposited, unless the deficiency occurs or exists in April 1987, in which event
such deficiency shall be satisfied and made up from any other moneys of the City
lawfully available for the repayment of the Notes and interest thereon. The
term "unrestricted moneys" shall mean taxes, income, revenue, cash receipts, and
other moneys intended as receipts for the General Fund of the City and which are
generally available for the payment of current expenses and other obligations of
the City.
Section 6. Paying Agent. The Bank of California National Association is
hereby appointed to act as the Paying Agent and depository of the City for the
purpose of receiving the payments of principal and interest made by the City on
the Notes at maturity, to hold, allocate, use and apply said payments and to
perform such other duties and powers of the Paying Agent as are prescribed in
this Resolution.
Section 7. Repayment Account. There is hereby created a special account
to be held by the City Treasurer separate and distinct from all other City funds
and accounts designated the "1986 Tax and Revenue Anticipation Note Repayment
Account" (the "Repayment Account ") and applied as directed in this Resolution.
Any money placed in the Repayment Account shall be for the benefit of the Notes,
and until the Notes and all interest thereon are paid or until provision has
been made for the payment of the Notes at maturity with interest to maturity,
the moneys in the Repayment Account shall be applied solely for the purposes for
which the Repayment Account is created.
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From the date this Resolution takes effect, all Pledged Revenues shall,
during the months in which received, be deposited by the City in the Repayment
Account. On June 30, 1987, the City shall pay to the Paying Agent the moneys in
the Repayment Account to the extent necessary to pay the principal of and
interest on the Notes at maturity and, to the extent said moneys are
insufficient therefor, an amount of moneys from the General Fund which will
enable the payment of the full principal of and interest on the Notes at
maturity. Any moneys remaining in the Repayment Account after the Notes and the
interest thereon have been paid, or provision for such payment has been made,
shall be transferred to the General Fund.
Section 8. Deposit and Investment of Repayment Account. All moneys held
by the City in the Repayment Account, if not invested, shall be held in time or
demand deposits of public funds (including the banking department of the Paying
Agent) and shall be secured at all times by bonds or other obligations which are
authorized by law as security for public deposits, of a market value at least
equal to the amount required by law.
Moneys in the Repayment Account, to the greatest extent possible, shall be
invested by the City Treasurer in investment securities as permitted by the
laws of the State of California as now in effect and as hereafter amended,
modified or supplemented from time to time, and the proceeds of any such
investments shall be transferred to the General Fund monthly or at such other
intervals as the City Treasurer shall deem appropriate.
Section 9. Execution of Notes. The Finance Director of the City is
hereby authorized to execute the Notes either by manual or facsimile signature,
and the City Clerk of the City is hereby authorized to countersign the same by
either manual or facsimile signature (provided that one of such signatures shall
be manual) and to affix the seal of the City thereto either manually or by
facsimile impression thereof, and said officers are hereby authorized to cause
the blank spaces thereof to be filled in as may be appropriate.
Section 10. Covenants and Warranties. It is hereby covenanted and
warranted by the City that all representations and recitals contained in this
Resolution are true and correct, and that the City and its appropriate officials
have duly taken all proceedings necessary to taken by them, and will take any
additional proceedings necessary to be taken by them, for the prompt collection
and enforcement of the taxes, revenue, cash receipts and other moneys pledged
hereunder in accordance with law and for carrying out the provisions of this
Resolution.
Section 11. Arbitrage Covenant. This Council, as issuer of the Notes on
behalf of the City, hereby covenants that it will make no use of the proceeds of
the Notes which would cause the Notes to be "arbitrage bonds" under Section
103(c) of the Internal Revenue Code of 1954, as amended; and, to that end, so
long as any of the Notes are outstanding, the issuer with respect to the
proceeds of the Notes, and all officers having custody or control of such
proceeds, shall comply with all requirements of said section and of the
regulations of the United States Department of the Treasury thereunder, to the
extent that such regulations are, at the time, applicable and in effect, so that
the Notes will not be "arbitrage bonds."
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Section 12. Sale of Notes. The Notes are hereby authorized to be sold to
A.R. Altura & Company, Inc. (the "Purchaser ") pursuant to and in accordance with
the Note Purchase Agreement between the City and the Purchaser in substantially
the form on file with the City Clerk, together with any changes therein deemed
advisable by the Finance Director or his designee prior to the execution
thereof. Said form of Note Purchase Agreement is hereby approved and the
Finance Director or his designee is hereby authorized and directed to approve
the final form of said Note Purchase Agreement containing the definitive rate of
interest to be borne by the Notes (which shall not exceed six percent (6 %) per
annum) and the Purchaser's discount (which shall not exceed $6,500.00). The
Finance Director or his designee and the City Clerk are hereby authorized and
directed to execute and attest said final form of said Note Purchase Agreement
for and in the name and on behalf of the City.
Section 13. Official Statement. The final Official Statement relating to
the Notes, in substantially the form presented to this meeting and on file with
the City Clerk, is hereby approved with such additions, changes and corrections
as the Finance Director or his designee may approve. The Purchaser is hereby
authorized to distribute copies of said Official Statement (as so added to,
changed or corrected) in connection with its reoffering and resale of the Notes.
Distribution by the Purchaser of the preliminary Official Statement relating to
the Notes is hereby authorized and approved. The Finance Director or his
designee is hereby authorized and directed to execute the final form of said
Official Statement for and in the name and on behalf of the City.
Section 14. Preparation of Notes; Official Action. Jones Hall Hill &
White, A Professional Law Corporation, as bond counsel to the City, is directed
to cause suitable Notes to be prepared showing on their face that the same bear
interest at the rate aforesaid, and to cause the blank spaces therein to be
filled in to comply with the provisions of this Resolution in accordance with
the Note Purchase Agreement, and to procure their execution by the proper
officers, and to cause the Notes to be delivered when so executed to the
purchaser or purchasers thereof upon the receipt of the purchase price by the
Treasurer of the City, in accordance with the Note Purchase Agreement.
The Mayor, the City Manager, the Finance Director, the Treasurer and the
City Clerk, or any of them, are further authorized and directed to make, execute
and deliver to the purchaser of the Notes (a) a certificate in the form
customarily required by purchasers of bonds of public corporations generally,
certifying to the genuineness and due execution of the Notes, (b) a receipt in
similar form evidencing the payment of the purchase price of the Notes, which
receipt shall be conclusive evidence that said purchase price of the Notes has
been paid and has been received by the City and (c) a certificate attesting to
the use of the proceeds of the Notes, the investment thereof, and any other
matters relating to the tax exemption of the Notes pursuant to Section 103(c) of
the Internal Revenue Code of 1954, as amended. Such officers and any other
officers of the City are hereby authorized and directed to execute any and all
other documents required to consummate the sale and delivery of the Notes.
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PASSED AND ADOPTED by the City Council of the City of Alameda, California,
this 1st day of July, 1986, by the following vote:
AYES:
NOES:
ABSENT:
(S E A L)
Attest:
City Clerk
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Mayor
EXHIBIT A
CITY OF ALAMEDA, CALIFORNIA
1986 TAX AND REVENUE ANTICIPATION NOTE
No.
Dated: July 31, 1986
FOR VALUE RECEIVED, the City of Alameda (the "City "), State of California,
acknowledges itself indebted to and promises to pay to the bearer hereof, at the
principal corporate trust office of The Bank of California National Association
in San Francisco, California, the principal sum of
TWENTY FIVE THOUSAND DOLLARS ($25,000)
in lawful money of the United States of America, on June 30, 1987, together with
interest thereon at the rate of % per annum in like lawful money from the
date hereof until payment in full of said principal sum. Both the principal of
and interest on this Note shall be payable only upon surrender of this Note as
the same shall fall due; provided, however, no interest shall be payable for any
period after maturity during which the holder hereof fails properly to present
this Note for payment.
It is hereby certified, recited and declared that this Note is one of an
authorized issue of Notes in the aggregate principal amount of five million five
hundred thousand dollars ($5,500,000), all of like tenor, issued pursuant to the
provisions of Resolution No. of the City Council of the City duly passed
and adopted on July 1, 1986, and pursuant to Article 7.6 (commencing with
Section 53850) of Chapter 4, Part 1, Division 2, Title 5, of the California
Government Code, and that all things, conditions and acts required to exist,
happen and be performed precedent to and in the issuance of this Note have
existed, happened and been performed in regular and due time, form and manner as
required by law, and that this Note, together with all other indebtedness and
obligations of the City, does not exceed any limit prescribed by the
Constitution or statutes of the State of California.
The principal amount of the Notes, together with the interest thereon,
shall be payable from taxes, revenues and other moneys which are received by the
City for the Repayment Account of the City for the Fiscal Year 1986 -1987. As
security for the payment of the principal of and interest on the Notes the City
has pledged (a) the first $2,750,000 of "unrestricted moneys" (as hereinafter
defined) received by the City in December 1986 and (b) the first $2,750,000,
together with any additional amount required to pay the interest on the Notes at
maturity, of such unrestricted moneys received by the City in April 1987 (such
pledged amounts being hereinafter called the "Pledged Revenues "). The principal
of the Notes and the interest thereon shall constitute a first lien and charge
thereon and shall be payable from the Pledged Revenues. To the extent not so
paid from the Pledged Revenues, the Notes shall be paid from any other moneys of
the City lawfully available therefor. As used herein, the term "unrestricted"
means the taxes, income, revenue, cash receipts and other moneys intended as
Exhibit A
Page 1
receipts for the General Fund of the City and which are generally available for
the payment of current expenses and other obligations of the City.
IN WITNESS WHEREOF, the City of Alameda has caused this Note to be
executed by the facsimile signature of the Finance Director of the City and
countersigned by the City Clerk of the City, and caused its official seal to be
reproduced hereon all as of this 31st day of July, 1986.
(S E A L)
Countersigned:
City Clerk
CITY OF ALAMEDA
By
Finance Director
Exhibit A
Page 2
I, the undersigned, hereby certify that the foregoing Resolution
was duly and regularly adopted and passed by the Council of the
City of Alameda in regular meeting assembled on the 15th of July, 1986,
by the following vote to wit:
AYES: Councilmembers Corica, Hanna, Lucas, Monsef and President Diament - 5.
NOES: None.
ABSENT: None.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the
official seal of said City this 16th day of July, 1986.