APFA Resolution 10-20ALAMEDA PUBLIC FINANCING AUTHORITY RESOLUTION NO. 10 -20
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE ALAMEDA
PUBLIC FINANCING AUTHORITY AUTHORIZING THE ISSUANCE OF
ITS 2010 LOCAL AGENCY REFUNDING REVENUE BONDS (HARBOR
BAY CFD AND MARINA VILLAGE AD), AND APPROVING
DOCUMENTS AND AUTHORIZING ACTIONS IN CONNECTION
THEREWITH
WHEREAS, the Alameda Public Financing Authority (the
"Authority ") has issued its Alameda Public Financing Authority Local Agency
Revenue Bonds, 1996 Series A (Community Facilities District No. 1 (Harbor
Bay) Refinancing) (the "1996 Bonds "), and has assigned to the trustee for the
1996 Bonds, as security for the repayment of the 1996 Bonds, the City of
Alameda Community Facilities District No. 1 (Harbor Bay) 1996 Special Tax
Refunding Bonds (the "Prior CFD Bonds "); and
WHEREAS, the Prior CFD Bonds are payable from special taxes
(the "Special Taxes ") levied on property in the City of Alameda (the "City ")
Community Facilities District No. 1 (Harbor Bay) (the "CFD "), and the 1996
Bonds are payable from payments by the City on the Prior CFD Bonds; and
WHEREAS, the Authority also has issued its Alameda Public
Financing Authority 1999 Revenue Bonds (1997 Revenue Bond Refinancing)
(the "1999 Bonds "), and has used a portion of the proceeds of the 1999 Bonds
to acquire the Limited Obligation Improvement Bonds, City of Alameda, Marina
Village Assessment District 89 -1, Series 89 -1 (the "Prior Assessment Bonds ");
and
WHEREAS, the Prior Assessment Bonds are payable from
special assessments (the "Assessments ") levied on property in the City's
Marina Village Assessment District No. 89 -1 (the "Assessment District "), and
the 1999 Bonds are payable from payments by the City on the Prior
Assessment Bonds; and
WHEREAS, the City Council has authorized the issuance of its
City of Alameda Community Facilities District No. 1 (Harbor Bay) 2010 Special
Tax Refunding Bonds (the "2010 CFD Bonds ") to refund the outstanding Prior
CFD Bonds and thereby refund the outstanding 1996 Bonds; and
WHEREAS, the City Council has undertaken proceedings to form
the City of Alameda Marina Village Reassessment District No. 10 -1 (the
"Reassessment District ") and the levy of reassessments in the Reassessment
District to supercede and supplant the unpaid Assessments, and has
authorized the issuance of Limited Obligation Improvement Refunding Bonds,
City of Alameda Marina Village Reassessment District No. 10 -1 (the "2010
Reassessment Bonds") to refund the outstanding Prior Assessment Bonds and
thereby refund the outstanding 1999 Bonds; and
WHEREAS, the Authority now desires to authorize the issuance
of its Alameda Public Financing Authority 2010 Local Agency Refunding
Revenue Bonds (Harbor Bay CFD and Marina Village AD) (the "Authority
Bonds") pursuant to the provisions of Articles 10 and 11 of Chapter 3 of Part 1
of Division 2 of Title 5 of the Government Code of the State of California (the
"Refunding Law"), and the Marks-Roos Local Bond Pooling Act of 1985, being
Article 4 of Chapter 5 of Division 7 of Title 1 of the Government Code of the
State of California (the "Bond Law"), in an aggregate principal amount not to
exceed $21,000,000, in order to purchase the 2010 CFD Bonds and the 2010
Reassessment Bonds and thereby provide funds to refund and defease the
Prior CFD Bonds and the 1996 Bonds, and the Prior Assessment Bonds and
the 1999 Bonds, and thereby resulting in reduced future special tax levies on
property in the CFD and reassessment levies on property in the Reassessment
District that will be lower than the current Assessment levies on such property;
and
WHEREAS, there are on file with the Secretary to the Authority an
Indenture of Trust (the "Indenture") authorizing the issuance of the Authority
Bonds, a Notice of Intention to Sell Bonds (the "Notice of Intention") and an
Official Notice of Sale (the "Official Notice of Sale'') with respect to a
competitive sale of the Authority Bonds, a Preliminary Official Statement (the
"Preliminary Official Statement") which describes the terms of the Authority
Bonds, a Continuing Disclosure Agreement (the "Continuing Disclosure
Agreement") providing for periodic disclosure by the Authority to investors in the
Authority Bonds of information related thereto, an Escrow Deposit and Trust
Agreement providing for the refunding of the Prior CFD Bonds and the 1996
Bonds (the "1996 Escrow Agreement"), an Escrow Deposit and Trust
Agreement providing for the refunding of the Prior Assessment Bonds and the
1999 Bonds (the "1999 Escrow Agreement"), and an Agreement Regarding
Refunding of Authority Bonds (the "Refunding Agreement"), and
WHEREAS, the Board of Directors, with the assistance of City
Staff, have reviewed said documents and has found as a result of such review,
and hereby finds and determines, that all things, conditions and acts required
by law to exist, happen and/or be performed precedent to and in the issuance
of the Authority Bonds do exist, have happened and have been performed in
due time, form and manner as required by applicable law, and the Authority is
now authorized under the Indenture, the Refunding Law and the Bond Law and
each and every requirement of applicable law to issue the Authority Bonds in
the manner and form provided in this Indenture; and
WHEREAS, the Board of Directors now desires to authorize the
issuance of the Authority Bonds pursuant to the Refunding Law, the Bond Law
and the Indenture for the purpose of providing funds to refund and defease the
-2-
Prior CFD Bonds, the 1996 Bonds, the Prior Assessment Bonds and the 1999
Bonds.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF
DIRECTORS OF THE ALAMEDA PUBLIC FINANCING AUTHORITY as
follows:
Section 1. Each of the above recitals is true and correct.
Pursuant to the Bond Law, the Board of Directors hereby finds and determines
that the issuance of the Authority Bonds will result in savings in effective
interest rates, bond underwriting costs and bond issuance costs and thereby
result in significant public benefits to its members within the contemplation of
Section 6586 of the Bond Law.
Section 2. The Board of Directors hereby authorizes the
issuance of the Authority Bonds in an aggregate principal amount not to exceed
$21,000,000. The terms of the Authority Bonds shall be as set forth in the
Indenture, as executed and delivered by the Authority.
The Indenture, in the form on file with the Secretary, is hereby
approved and the Executive Director of the Authority is hereby authorized and
directed to execute the Indenture in such form, together with such additions
thereto and changes therein as the Executive Director, upon consultation with
Bond Counsel and the City Attorney, deems necessary or desirable. Approval
of such changes shall be conclusively evidenced by the execution and delivery
of the Indenture by the Authority.
Section 3. The Authority Bonds shall be executed on behalf of
the Authority by the manual or facsimile signature of the Chair or the Executive
Director of the Authority, and attested with the manual or facsimile signature of
the Secretary. Union Bank, N.A. is hereby appointed to act as the trustee for
the Authority Bonds under the terms of the Indenture.
Section 4. The Notice of Intention and the Official Notice of
Sale, in the respective forms on file with the Secretary, are hereby approved.
The terms and conditions of the offering and sale of the Authority Bonds shall
be as specified in the Official Notice of Sale in the form hereby approved,
together with such additions thereto and changes therein as shall be approved
by the Executive Director following consultation with the Authority's Co-
Financial Advisors, the City Attorney and Bond Counsel, with the approval of
such additions or changes to be conclusively evidenced by the dissemination of
the Official Notice of Sale by the Authority to prospective purchasers of the
Authority Bonds.
The Secretary of the Authority is hereby authorized and directed
to cause to be published, once at least five (5) days prior to the date to receive
bids for the Authority Bonds, the Notice of Intention in The Bond Buyer, a
-3-
financial publication reasonably expected to be disseminated among
prospective bidders for the Authority Bonds.
The Secretary and the Co- Financial Advisors to the Authority are
hereby authorized to cause to be furnished to prospective bidders a reasonable
number of copies of the Official Notice of Sale. The Co- Financial Advisors are
hereby authorized and directed, on behalf of the Authority, to receive the bids at
the time and place specified in the Official Notice of Sale, to examine said bids
for compliance with the Official Notice of Sale and to verify the bid with the
lowest true interest cost as provided in the Official Notice of Sale. In the event
two or more bids setting forth identical true interest cost are received, the Co-
Financial Advisors, on behalf of the Authority, may exercise their discretion and
judgment in making the award and may award the Bonds on a pro rata basis in
such denominations as they shall determine. The Co- Financial Advisors, on
behalf of the Authority, may, in their discretion, reject any and all bids and
waive any irregularity or informality in any bid. The Co- Financial Advisors, on
behalf of the Authority, shall award the Authority Bonds or reject all bids not
later than 24 hours after the expiration of the time prescribed for the receipt of
bids unless such time of award is waived by the successful bidder.
In the event that all bids are rejected, the Executive Director is
hereby authorized to negotiate the sale of the Authority Bonds with one or more
purchasers to be determined by the Executive Director upon consultation with
the Co- Financial Advisors to the Authority, and to sell the Authority Bonds on
such terms and conditions as shall be determined by the Executive Director
upon consultation with the Co- Financial Advisors to the Authority.
Notwithstanding the foregoing, no award of the Authority Bonds or
sale of the Authority Bonds shall occur unless the present value savings of the
debt service on the Authority Bonds is at least six percent (6 %) when compared
to the remaining scheduled aggregate debt service on the Prior CFD Bonds
and the Prior Assessment Bonds.
Section 5. The Preliminary Official Statement for the Authority
Bonds, in the form on file with the Secretary, is hereby approved and
distribution of the Preliminary Official Statement to prospective purchasers of
the Authority Bonds in such form, together with such additions thereto and
changes therein as are determined necessary or desirable by the Executive
Director of the Authority, upon consultation with the City Attorney and
Disclosure Counsel, to make such Preliminary Official Statement final as of its
date for purposes of Rule 15c2 -12 of the Securities and Exchange Commission
is hereby authorized. The Executive Director of the Authority 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 Executive Director, upon consultation with the City Attorney and Disclosure
Counsel, to make the Official Statement complete and accurate as of its date.
The distribution of the final Official Statement for the Authority Bonds and any
-4-
supplement thereto to the purchasers of the Authority Bonds following its
execution by the Authority is hereby authorized.
Section 6. The Continuing Disclosure Agreement, the 1996
Escrow Agreement, the 1999 Escrow Agreement and the Refunding
Agreement, in the respective forms on file with the Secretary, are hereby
approved and the Executive Director is hereby authorized and directed to
execute such documents in the forms hereby approved, with such additions
therein and changes thereto as the Executive Director, 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
documents by the Authority. The purchase of the 2010 CFD Bonds and the
2010 Reassessment Bonds with proceeds of the Authority Bonds, as
contemplated by the Purchase Contract, the Indenture and the Refunding
Agreement is hereby authorized.
Section 7. The Executive Director is authorized to provide for
all services necessary to effect the issuance of the Authority Bonds. Such
services shall include, but not be limited to, printing the Authority Bonds,
obtaining legal services, paying agent services and any other services deemed
appropriate. The Executive Director, or her written designee, is authorized to
pay for the cost of such services, together with other Costs of Issuance (as
defined in the Indenture), with amounts deposited to the Costs of Issuance
Fund established pursuant to the Indenture.
Section 8. The Chair, Vice Chair, Secretary, Executive Director
and Treasurer of the Authority and any other officers or staff of the Authority
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 Authority Bonds, the purchase of the 2010 CFD Bonds and the
2010 Reassessment Bonds with proceeds of the Authority Bonds, and the
refunding and defeasance of the 1996 Bonds and the 1999 Bonds in
accordance with the provisions of this Resolution. In the event that the
Executive Director of the Authority is unavailable to sign any document
authorized for execution herein, the written designee of the Executive Director
may sign such document.
Section 9. The law firm of Quint & Thimmig LLP is hereby
designated as Bond Counsel and Disclosure Counsel to the Authority with
respect to the Authority Bonds. The City Attorney, in her capacity as General
Counsel to the Authority, is hereby authorized to execute an agreement with
said firm for its services as Bond Counsel and Disclosure Counsel, said
agreement to be in a form acceptable to the City Attorney.
Section 10. The firm of Sequoia Financial Group LLC is hereby
designated as Financial Advisor to the Authority with respect to the Authority
Bonds. The Executive Director is hereby authorized to enter into an agreement
-5-
with said firm for its services as Financial Advisor, said agreement to be in a
form acceptable to the Executive Director,
Section 11, This Resolution shall take effect upon its adoption
by the Board of Directors.
I, the undersigned, hereby certify that the foregoing Resolution was duly and
regularly adopted and passed by the Board of Directors of the Alameda Public Financing
Authority in a Special Meeting of the Alameda Public Financing Authority on the 15th day of
June, 2010, by the following vote to wit:
AYES: Board members deHaan, Gilmore, Matarrese, Tam and
Chair Johnson — 5.
NOES: None.
ABSENT: None,
ABSTENTIONS: None,
IN WITNESS, WHEREOF, I have hereunto set my hand and affixed the official seal of said
Authority this 16th day of June, 2010.
Lara Weisiger, Secre
Alameda Public Fina g Authority