Resolution 12771CITY OF ALAMEDA RESOLUTION NO. 12771
AUTHORIZING THE ISSUANCE OF REFUNDING SPECIAL TAX
BONDS, APPROVING AND DIRECTING THE EXECUTION OF A
FISCAL AGENT AGREEMENT AND APPROVING OTHER RELATED
DOCUMENTS AND ACTIONS
WHEREAS, the City Council has conducted proceedings under and pursuant to the
Mello -Roos Community Facilities Act of 1982, as amended (the "Act "), to form the City of
Alameda (the "City ") Community Facilities District No. 1 (Harbor Bay) (the "District "), to
authorize the levy of special taxes upon the land within the District, and to issue bonds
secured by said special taxes to finance certain facilities; and
WHEREAS, the City Council, as legislative body of the District, authorized the
issuance of bonds of the City for the District in the original principal amount of $17,000,000
designated City of Alameda Community Facilities District No. 1 (Harbor Bay) Special Tax
Bonds (the "Prior Bonds "), the Prior Bonds having been issued in 1989 pursuant to the Act,
a Fiscal Agent Agreement, dated as of October 1, 1989, and Resolution No. 11735 of the City
Council; and
WHEREAS, the City Council has determined that due to favorable interest rates, it is
in the best interests of the City and the District that the Prior Bonds be refunded; and
WHEREAS, there has been submitted to the City Council a fiscal agent agreement
(the "Fiscal Agent Agreement ") providing for the issuance of special tax refunding bonds of
the City (the "Bonds"), for and on behalf of the District, and the City Council, with the aid of
its staff, has reviewed the Fiscal Agent Agreement and found it to be in proper order, and
now desires to approve the Fiscal Agent Agreement and the issuance of the Bonds; and
WHEREAS, there has been presented to the City Council an escrow agreement,
providing for the creation of an escrow fund which will be used to refund and redeem the
Prior Bonds and the City Council now desires to approve such agreement in connection
with the refunding of the Prior 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 said special tax refunding 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 Act; and
WHEREAS, the City and the Alameda Redevelopment Agency have heretofore
entered into a Joint Exercise of Powers Agreement establishing the Alameda Public
Financing Authority (the "Authority "); and
WHEREAS, the Authority proposes at this time to issue its revenue bonds (the
"Authority Bonds ") for the purpose of providing funds to purchase the Bonds; and
WHEREAS, the Authority proposes to sell the Authority Bonds to Prager, McCarthy
& Sealy (the "Underwriter ") pursuant to the terms of a Bond Purchase Agreement (the
"Bond Purchase Agreement ") by and between the Authority and the Underwriter, and the
Underwriter proposes to offer the Authority Bonds to the investing public by means a
preliminary official statement (the "Preliminary Official Statement "); and
WHEREAS, there has been submitted to the City Council at this meeting a form of
bond purchase contract for the purchase by the Authority from the City of the Bonds (the
"Local Agency Bond Purchase Contract "), and the City Council has duly considered the
transactions on the part of the City and the District contained in such document and wishes
at this time to approve said transaction in the public interests of the City and the District;
and
WHEREAS, it appears that each of said documents and instruments which are now
before this meeting is in appropriate form and is an appropriate document or instrument to
be executed and delivered for the purpose intended.
NOW, THEREFORE, BE IT RESOLVED, that:
Section 1. Issuance of Bonds; Approval of Fiscal Agent Agreement and Escrow
Agreement. Pursuant to the Act, this Resolution and the Fiscal Agent Agreement, special
tax refunding bonds of the City for the District designated as "City of Alameda Community
Facilities District No. 1 (Harbor Bay) 1996 Special Tax Refunding Bonds" in an aggregate
principal amount not to exceed $18,000,000, are hereby authorized to be issued. The Bonds
shall be executed in the form set forth in and otherwise as provided in the Fiscal Agent
Agreement.
In furtherance of the issuance of the Bonds, the City Council hereby makes the
following findings and determinations: (a) it is prudent in the management of the fiscal
affairs of the City, the City Council and the District to issue the Bonds for the purpose of
refunding the Prior Bonds, (b) the total net interest cost to maturity on the Bonds plus the
principal amount of the Bonds will not exceed the total net interest cost to maturity on the
Prior Bonds plus the principal amount of the Prior Bonds and (c) the value of the real
property that is subject to the special tax levied pursuant to the Act to pay debt service on
the Bonds, based on the full cash value as shown on the ad valorem assessment roll, will be
at least three times the principal amount of the Bonds to be sold and the principal amount
of all other bonds outstanding that are - secured by a special tax levied pursuant to the Act on
property within the District or a special assessment levied on property within the District.
The City Council hereby approves the Fiscal Agent Agreement in the form on file
with the City Clerk. The Mayor, the City Manager or the Finance Director is hereby
authorized and directed to execute the Fiscal Agent Agreement, for and in the name and on
behalf of the City and the District, in such form, together with any additions thereto or
changes therein deemed necessary or advisable by the such signing officer. The proceeds of
the Bonds shall be applied by the City for the purposes and in the amounts as set forth in
the Fiscal Agent Agreement. The City Council hereby authorizes the delivery and
performance by the City of the Fiscal Agent Agreement. For purposes of Section 53363.2 of
the Act, (i) it is expected that the purchase of the Bonds will occur on or after June 12, 1996,
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(ii) the date, denomination, maturity dates, places of payment and form of the Bonds shall
be as set forth in the Fiscal Agent Agreement, (iii) the minimum rate of interest to be paid
on the Bonds shall be one percent (1 %) with the actual rate or rates to be set forth in the
Fiscal Agent Agreement as executed, (iv) the place of payment for the Prior Bonds shall be
as set forth in the fiscal agent agreement for the Prior Bonds; and (v) the designated costs of
issuing the Bonds shall be as described in Section 53363.8(a) of the Act, and as otherwise
described in the Escrow Agreement hereafter approved, in the Official Statement for the
Authority Bonds and the closing certificates for the Bonds and the Authority Bonds,
including Bond Counsel fees and expenses, Underwriter's discount, printing costs for the
Official Statement, escrow verification costs, initial trustee and fiscal agent fees, and costs of
City staff incurred in connection with the sale and issuance of the Bonds and the Authority
Bonds.
The City Council hereby approves the refunding of the Prior Bonds with the
proceeds of the Bonds, in accordance with the provisions of the documents pursuant to
which such Prior Bonds were sold and delivered, and the Escrow Agreement, between the
City and the Fiscal Agent for the Prior Bonds (the "Escrow Agreement "). The City Council
hereby approves the Escrow Agreement in the form on file with the City Clerk. The City
Council hereby authorizes and directs the Mayor, the City Manager or the Finance Director
to execute and deliver the final form of the Escrow Agreement for and in the name and on
behalf of the City, in such form, together with any changes therein or additions thereto
deemed advisable by such signing officer. The City Council hereby authorizes the delivery
and performance by the City of the Escrow Agreement.
Section 2. Delivery of the Bonds. 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 order in accordance with written instructions executed
on behalf of the City by the Mayor, the City Manager or the Finance Director, which
instructions such officer is hereby authorized and directed, for and in the name and on
behalf of the City, to execute and deliver to the Fiscal Agent. Such instructions shall provide
for the delivery of the Bonds to the Authority or its order in accordance with the Local
Agency Bond Purchase Contract, upon payment of the purchase price therefor.
Section 3. Sale of the Bonds. The City Council hereby approves the sale of the Bonds
to the Authority. The Local Agency Bond Purchase Contract, in the form on file with the
City Clerk, be and the same is hereby approved, and the Mayor, the City Manager or the
Finance Director is hereby authorized and directed to execute the Local Agency Bond
Purchase Contract in said form, with such changes, insertions and omissions as may be
approved by such official, provided that the principal amount of the Bonds does not exceed
the amount set forth in Section 1.
The City Council hereby finds and determines that the sale of the Bonds at
negotiated sale as contemplated by the Local Agency Bond Purchase Contract will result in a
lower overall cost.
Section 4. Sale of Authority Bonds. The City Council hereby approves the sale of the
Authority Bonds by the Authority by negotiation with the Underwriter. The Bond Purchase
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Agreement, in the form on file with the City Clerk, be and the same is hereby approved, and
the Mayor, the City Manager or the Finance Director is hereby authorized and directed to
execute the Bond Purchase Agreement in said form, together with such changes, insertions
and omissions as may be approved by such official; provided that the principal amount of
the Authority Bonds does not exceed $18,000,000 and the Underwriter's discount on the
Authority Bonds does not exceed 1.75 %.
Section 5. Official Statement. The City Council hereby approves the portions of the
preliminary official statement for the Authority Bonds (the "Preliminary Official
Statement ") describing the Fiscal Agent Agreement, the District, the Bonds, the City and any
actions or activities of the City or the District, in the form on file with the City Clerk,
together with any changes therein or additions thereto deemed advisable by the Mayor, the
City Manager or the Finance Director. The City Council authorizes and directs the Mayor,
the City Manager or the Finance Director, on behalf of the City and the District, to deem
"final" pursuant to Rule 15c2 -12 under the Securities Exchange Act of 1934 (the "Rule ") the
Preliminary Official Statement prior to its distribution by the Underwriter.
The Underwriter, on behalf of the City and the District, is authorized and directed to
cause the Preliminary Official Statement to be distributed to such municipal bond broker -
dealers, to such banking institutions and to such other persons as may be interested in
purchasing the Authority Bonds therein offered for sale.
The Mayor, the City Manager or the Finance Director is authorized and directed to
assist the Authority in causing the Preliminary Official Statement to be brought into the
form of final official statement (the "Final Official Statement "), and, if requested by the
Underwriter, to execute said Final Official Statement and a statement that the facts
contained in the Final Official Statement, and any supplement or amendment thereto
(which shall be deemed an original part thereof for the purpose of such statement) which
relate to the Fiscal Agent Agreement, the District, the Bonds, the City and any actions or
activities of the City or the District were, at the time of sale of the Authority Bonds, true and
correct in all material respects and that the Final Official Statement did not, on the date of
sale of the Bonds, and does not, as of the date of delivery of the Authority Bonds contain
any untrue statement of material fact with respect to the City or the District or omit to state
material facts with respect to the City or the District required to be stated where necessary to
make any statement made therein not misleading in the light of the circumstances under
which it was made. The execution and delivery by the City of the Final Official Statement,
which shall include such changes and additions thereto deemed advisable by the Mayor, the
City Manager or the Finance Director and such information permitted to be excluded from
the Preliminary Official Statement pursuant to the Rule, shall be conclusive evidence of the
approval of the Final Official Statement by the City.
The Final Official Statement, when prepared, is approved for distribution in
connection with the offering and sale of the Authority Bonds.
Section 6. Appointment of Bond Counsel and Disclosure Counsel. The firm of Jones
Hall Hill & White, A Professional Law Corporation, is hereby designated as Bond Counsel
and disclosure counsel to the City for the Bonds. The City Attorney is hereby authorized to
execute an agreement with said firm for its services with respect to the Bonds, substantially
in the form of the agreement on file with the City Clerk.
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Section 7. Official Actions. All actions heretofore taken by the officers and agents of
the City with respect to the establishment of the District and the sale and issuance of the
Bonds and the Authority Bonds are hereby approved, confirmed and ratified, and the
proper officers of the City are hereby authorized and directed to do any and all things and
take any and all actions and execute any and all certificates, agreements and other
documents, which they, or any of them, may deem necessary or advisable in order to
consummate the lawful issuance and delivery of the Bonds and the Authority Bonds, and
the refunding of the Prior Bonds, in accordance with this resolution, and any certificate,
agreement, and other document described in the documents herein approved. Whenever
in this resolution any officer of the City is authorized to execute or countersign any
document or take any action, such execution, countersining or action may be taken on
behalf of such officer by any person designated by such officer to act on his or her behalf in
the case such officer shall be absent or unavailable.
Section 8. This Resolution shall take effect upon its adoption by this City Council.
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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 4th
day of June , 1996, by the following vote to wit:
AYES:
NOES:
ABSENT:
Councilmembers Arnerich, DeWitt, Lucas, Mannix
and President Appezzato - 5.
None.
None.
AESENTENTIONS: None.
IN WITNESS, WHEREOF, I have hereunto set my hand and affixed the
official seal of said City this 5th day of June , 1996.
Dia_ e B. Felsch, City Clerk
City of Alameda