SACIC Resolution 17-05SUCCESSOR AGENCY TO THE
COMMUNITY IMPROVEMENT COMMISSION OF THE CITY OF ALAMEDA
RESOLUTION NO. 17-05
RESOLUTION AUTHORIZING THE ISSUANCE AND SALE OF TAXABLE TAX
ALLOCATION REFUNDING BONDS TO REFUND BONDS OF THE FORMER
COMMUNITY IMPROVEMENT COMMISSION OF THE CITY OF ALAMEDA, AND
APPROVING RELATED DOCUMENTS AND ACTIONS
WHEREAS, pursuant to section 34172(a) of the California Health and Safety Code
(unless otherwise noted, all section references hereinafter being to such Code), the
former Community Improvement Commission of the City of Alameda (the "Former
Agency") has been dissolved and no longer exists as a public body, corporate and politic,
and pursuant to section 34173, the Successor Agency to the Community Improvement
Commission of the City of Alameda (the "Successor Agency") has become the successor
entity to the Former Agency; and
WHEREAS, prior to the dissolution of the Former Agency, the Former Agency
issued the following bonds for the purpose of financing and refinancing low and moderate
income housing activities which bonds remain outstanding:
(a) Community Improvement Commission of the City of Alameda 2011 Tax
Allocation Housing Bonds, Subordinate Series A (Taxable) (Merged WECIP/BWIP
Project Area) (the "2011A Bonds"), and
(b) Community Improvement Commission of the City of Alameda 2011 Tax
Allocation Housing Bonds, Subordinate Series B (Tax-Exempt) (Merged
WECIP/BWIP Project Area) (the "2011B Bonds" and, together with the 2011A
Bonds, the "2011 Bonds"); and
WHEREAS, section 34177.5 authorizes the Successor Agency to issue refunding
bonds pursuant to Article 11 (commencing with section 53580) of Chapter 3 of Part 1 of
Division 2 of Title 5 of the California Government Code (the "Refunding Law") for the
purpose of achieving debt service savings within the parameters set forth in section
34177.5(a)(1) (the "Savings Parameters"); and
WHEREAS, to determine compliance with the Savings Parameters for purposes
of the issuance by the Successor Agency of its tax allocation refunding bonds (the
"Refunding Bonds"), the Successor Agency has caused its financial advisor, Public
Financial Management, Inc. (the "Financial Advisor"), to prepare an analysis of the
potential savings that will accrue to the Successor Agency and to applicable taxing
entities as a result of the use of the proceeds of the Refunding Bonds to repay all or a
portion of the 2011 Bonds and, thereby, to refund all or a portion of the 2011 Bonds (the
"Debt Service Savings Analysis"), a copy of which is attached to the Staff Report for this
Resolution; and
WHEREAS, the Debt Service Savings Analysis has demonstrated that a refunding
of the 2011A Bonds and the 2011B Bonds will satisfy the Savings Parameters; and
WHEREAS, the Successor Agency desires at this time to authorize the issuance
of its Successor Agency to the Community Improvement Commission of the City of
Alameda Subordinate Taxable Tax Allocation Refunding Bonds, Series 2017 (the "2017
Bonds "), to refund the 2011 Bonds, pursuant to an Indenture of Trust dated as of
December 1, 2014, by and between the Successor Agency and MUFG Union Bank, N.A.,
as trustee (the "Original Indenture "), as amended and supplemented by a First
Supplemental Indenture of Trust (the "First Supplement "), by and between the Successor
Agency and the Trustee; and
WHEREAS, pursuant to section 34179, an oversight board (the "Oversight Board ")
has been established for the Successor Agency; and
WHEREAS, the Successor Agency is now requesting that the Oversight Board
direct the Successor Agency to undertake the refunding proceedings and to approve the
issuance of the 2017 Bonds pursuant to this Resolution and the Original Indenture as
amended and supplemented by the First Supplement (together, the "Indenture "); and
WHEREAS, the Successor Agency further requests that the Oversight Board make
certain determinations described below on which the Successor. Agency will rely in
undertaking the refunding proceedings and the issuance of the 2017 Bonds; and
WHEREAS, the Successor Agency has determined to sell the 2017 Bonds to Stifel,
Nicolaus & Co., Incorporated (the "Underwriter ") pursuant to the terms of a bond purchase
agreement (the "Purchase Agreement ") to be entered into by the Successor Agency and
the Underwriter; and
WHEREAS, following approval by the Oversight Board of the issuance of the 2017
Bonds by the Successor Agency and upon submission of this Resolution and a resolution
of approval of the Oversight Board (the "Oversight Board Resolution ") to the California
Department of Finance, the Successor Agency will, with the assistance of its disclosure
counsel, the Financial Advisor and its fiscal consultant, cause to be prepared a form of
official statement for the 2017 Bonds describing the 2017 Bonds and containing material
information relating to the Successor Agency and the 2017 Bonds, the preliminary form
of which will be submitted to the Successor Agency for approval for distribution by the
Underwriter to persons and institutions interested in purchasing the 2017 Bonds.
NOW, THEREFORE, BE IT RESOLVED by the Successor Agency to the
Community Improvement Commission of the City of Alameda that:
Section 1. Determination of Savinas. The Successor Agency has determined that
there are significant potential savings available to the Successor Agency and to
applicable taxing entities in compliance with the Savings Parameters by the issuance by
the Successor Agency of the 2017 Bonds to provide funds to refund and defease the
2011 Bonds, as evidenced by the Debt Service Savings Analysis attached as an Exhibit
A to this Resolution, which Debt Service Savings Analysis is hereby approved.
Section. 2. Approval of Issuance of the 2017 Bonds. The Successor Agency
hereby authorizes and approves the issuance of the 2017 Bonds under section 34177.5
and the Refunding Law in an aggregate principal amount not to exceed $16,000,000,
provided that the 2017 Bonds are in compliance with the Savings Parameters at the time
of sale and delivery.
Section 3. Approval of First Supplement. The Successor Agency hereby approves
the First Supplement prescribing the terms and provisions of the 2017 Bonds and the
application of the proceeds of the 2017 Bonds in the form attached to the Staff Report for
this Resolution. Each of the Chair, the City Manager of the City of Alameda, acting as the
chief executive officer of the Successor Agency, and the Finance Director of the City of
Alameda, acting as the chief financial officer of the Successor Agency (collectively, the
"Authorized Officers"), each acting alone, are hereby authorized to execute and deliver
the First Supplement for and in the name and on behalf of the Successor Agency, in such
form together with such changes therein, deletions therefrom and additions thereto as the
Authorized Officer executing the same shall approve, such approval to be conclusively
evidenced by the execution and delivery of the First Supplement. The Successor Agency
hereby authorizes the delivery and performance of the First Supplement.
Section 4. Approval of Escrow Agreement. The escrow agreement, by and
between the Successor Agency and MUFG Union Bank, N.A., as escrow bank (the
"Escrow Bank"), relating to the refunding and defeasance of the 2011 Bonds (the "Escrow
Agreement"), in the form attached to the Staff Report for this Resolution, is hereby
approved and the Authorized Officers, each acting alone, are hereby authorized and
directed to execute and deliver the Escrow Agreement in such form together with such
changes therein, deletions therefrom and additions thereto as the Authorized Officer
executing the same shall approve, such approval to be conclusively evidenced by the
execution and delivery of the Escrow Agreement. The Successor Agency hereby
authorizes the delivery and performance of the Escrow Agreement.
Section 5. Sale of 2017 Bonds. The Successor Agency hereby approves the sale
of the 2017 Bonds to the Underwriter pursuant to the Purchase Agreement. The
Authorized Officers, each acting alone, are hereby authorized and directed to execute
and deliver the Purchase Agreement in the form attached to the Staff Report for this
Resolution, together with such changes therein, deletions therefrom and additions thereto
as the Authorized Officer executing the same shall approve, such approval to be
conclusively evidenced by the execution and delivery of the Purchase Agreement. The
Successor Agency hereby authorizes the delivery and performance of the Purchase
Agreement.
Section 6. Issuance of 2017 Bonds in Whole or in Part. It is the intent of the
Successor Agency to sell and deliver the 2017 Bonds in whole, provided that there is
compliance with the Savings Parameters. However, the Successor Agency hereby
authorizes the sale and delivery of the 2017 Bonds in whole or, if such Savings
Parameters cannot be met with respect to the whole, then in part; provided that the 2017
Bonds so sold and delivered in pari are in compiance with the Savings Parameters. The
sale and delivery of the 2017 Bonds in part will in each instance provide sufficient funds
only for the refunding of that portion of the 2017 Bonds that meetthe Savings Parameters.
In the event the 2017 Bonds are initiatly sold in part, the Successor Agency intends to seH
and deliver additional parts of the 2017 Bonds without the prior approval of the Oversight
Board provided that in each such instance the 2017 Bonds so sold and delivered in part
are in compliance with the Savings Parameters.
Section 7. Municipal Bond Insurance and Reserve Account Insurance,. The
Authorized Officers, each acting alone, are hereby authorized and directed to take all
actions necessary to obtain a municipal bond insurance policy for the 2017 Bonds and
reserve account insurance policy for the 2017 Bonds from a municipal bond insurance
company if it is determined, upon consultation with the Financial Advisor and the
Underwriter, that such municipal bond insurance policy and/or reserve account insurance
policy will reduce the true interest costs with respect to the 2017 Bonds.
Section 8. Approval of Official Statement. Following approval by the Oversight
Board of the issuance of the 2017 Bonds by the Successor Agency and upon submission
Of this Resolution and the Oversight Board Resolution to the California Department of
Finance, the Successor Agency will, with the assistance of its disclosure counsel, its fiscal
consultant and the Financial Advisor, cause to be prepared a form of official statement
for the 2017 Bonds describing the 2017 Bonds and containing material information
relating to the Successor Agency and the 2017 Bonds, the preliminary form of which will
be submitted to the Successor Agency for approval for distribution by the Underwriter to
persons and institutions interested in purchasing the 201 7 Bonds.
Section 9. []V8[SiOht Board /\DD[OV@l of the Issuance of the 2017 Bonds. The
Successor Agency hereby requests the Oversight Board, as authorized by section
34177.5(f), to direct the Successor Agency to undertake the refunding proceedings and
as authorized by section 34177.5(f) and section 34180 to approve the issuance of the
2017 Bonds pursuant tO section 34177.5(a)/1\' this Resolution and the Indenture.
Section 10. Determinations bv the Oversight Board. The Successor Agency
requests that the Oversight Board make the following determinations upon which the
Successor Agency will rely in undertaking the refunding proceedings and the issuance of
the 2017 Bonds:
() The Successor Agency iS authorized, 8S provided iO section 34177.5(f)'
to recover its costs related to the issuance of the 2017 Bonds from the proceeds
of the 2017 Bonds, including the cost of reimbursing its administrative staif for time
spent with respect to the authorization, issuance, sale and delivery of the 2017
Bonds;
(b) The application of the proceeds of the 2017 Bonds by the Successor
Agency to the refunding and defeasance of the 2011 Bonds, as well as the
payment by the Successor Agency of costs of issuance of the 2017 Bonds, as
provided in section 34177.5(a), shall be implemented by the Successor Agency
promptly upon sale and delivery of the 2017 Bonds, notwithstanding section
34177.3 or any other provision of law to the contrary, without the approval of the
Oversight Board, the California Department of Finance, the Alameda County
Auditor-Controller or any other person or entity other than the Successor Agency;
and
(c) The Successor Agency shall be entitled to receive its full Administrative
Cost Allowance under section 34181(a)(3) without any deductions with respect to
continuing costs related to the 2017 Bonds, such as trustee's fees, escrow bank
fees, auditing and fiscal consultant fees and continuing disclosure and rating
agency costs (collectively, "Continuing Costs of Issuance"), and such Continuing
Costs of Issuance shall be payable from property tax revenues pursuant to section
34183. In addition and as provided by section 34177.5(f), if the Successor Agency
is unable to complete the issuance of the 2017 Bonds for any reason, the
Successor Agency shall, nevertheless, be entitled to recover its costs incurred with
respect to the refunding proceedings for the 2017 Bonds from such property tax
revenues pursuant to section 34183 without reduction in its Administrative Cost
Allowance.
Section 11. Filing of Debt Service Savings Analysis and Resolution. The Secretary
of the Successor Agency is hereby authorized and directed to file a certified copy of this
Resolution with the Debt Service Savings Analysis attached as Exhibit A, with the
Oversight Board, and, as provided in section 34180(j) with the Alameda County
Administrative Officer, the Alameda County Auditor-Controller and the California
Department of Finance.
Section 12. Official Actions. The Authorized Officers and any and all other officers
of the Successor Agency are hereby authorized and directed, for and in the name and on
behalf of the Successor Agency, to do any and all things and take any and all actions,
which they, or any of them, may deem necessary or advisable in obtaining the requested
approvals by the Oversight Board and the California Department of Finance and in the
issuance, sale and delivery of the 2017 Bonds. Whenever in this Resolution any officer
of the Successor Agency is directed to execute or countersign any document or take any
action, such execution, countersigning 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 is absent or unavailable.
Section 13. Effective Date. This Resolution shall take effect upon its adoption.
I, the undersigned Secretary of the Successor Agency to the Community
Improvement Commission of the City of Alameda, hereby certify that the foregoing
Resolution was duly and regularly adopted by the Successor Agency at a meeting thereof
on the 7th day of February, 2017, by the following vote of the members thereof:
AYES: Commissioners Ezzy Ashcraft, Matarrese, Oddie, Vella and
Chair Spencer — 5.
NOES: None.
ABSENT: None.
ABSTENTIONS: None.
IN WITNESS, WHEREOF, I have hereunto set my hand this 8th day of February,
2017.
Lara Weisiger, Se tary
Successor Agenc • the Community
Improvement Commission of the City of
Alameda
APPROVED AS TO FORM:
Janet C./Kern
City Attorney