HomeMy WebLinkAbout2023-08-15 R-11443 by SLO Public Financing Authority, authorization of 2023 Series Lease Revenue Bond issuance for Cultural Arts District Parking StructureRESOLUTION NO. 11443 (2023 SERIES)
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE SAN LUIS
OBISPO PUBLIC FINANCING AUTHORITY AUTHORIZING THE
EXECUTION AND DELIVERY OF A GROUND LEASE, A LEASE
AGREEMENT, AN INDENTURE, AND A BOND PURCHASE
AGREEMENT IN CONNECTION WITH THE ISSUANCE OF SAN LUIS
OBISPO PUBLIC FINANCING AUTHORITY LEASE REVENUE BONDS
(CULTURAL ARTS DISTRICT PARKING PROJECT), SERIES 2023,
AUTHORIZING THE ISSUANCE OF SUCH BONDS IN AN AGGREGATE
PRINCIPAL AMOUNT OF NOT TO EXCEED $50,000,000, AUTHORIZING
THE DISTRIBUTION OF AN OFFICIAL STATEMENT IN CONNECTION
THEREWITH AND AUTHORIZING THE EXECUTION OF NECESSARY
DOCUMENTS AND CERTIFICATES AND RELATED ACTIONS
WHEREAS, the San Luis Obispo Public Financing Authority (the "Authority") has
been created pursuant to a Joint Exercise of Powers Agreement, effective September 15,
2014 (the "Joint Powers Agreement"), between the City of San Luis Obispo (the "City")
and the Parking Authority of the City of San Luis Obispo; and
WHEREAS, the City desires (i) to finance costs of the acquisition, design,
engineering, fabrication, construction, improvement and installation of a parking structure
in the City's Cultural Arts District and certain other public capital improvements (the
"Project") and (ii) to refinance and defease its City of San Luis Obispo Capital
Improvement Board 2012 Refunding Lease Revenue Bonds (the "2012 Bonds"); and
WHEREAS, the City previously entered into a lease agreement (the "2012 Lease")
with the City of San Luis Obispo Capital Improvement Board (the "Capital Improvement
Board") for the purpose of refinancing certain outstanding obligations of the City; and
WHEREAS, the Capital Improvement Board previously issued 2012 Bonds
pursuant to an Indenture of Trust dated as of June 1, 2012, by and between the Capital
Improvement Board and U.S. Bank National Association, as trustee, in the aggregate
principal amount of $5,050,000 for the purpose of refinancing prior leases and defeasing
prior obligations of the City; and
WHEREAS, the Authority desires to assist the City with such financing; and
WHEREAS, in order to finance the Project, the City will lease certain real property,
and the improvements thereto (the "Property"), to the Authority pursuant to a Ground
Lease (such Ground Lease, in the form presented to this meeting, with such changes,
insertions and omissions as are made pursuant to this Resolution, being referred to herein
as the "Ground Lease"); and
WHEREAS, the City will sublease the Property back from the Authority pursuant
to a Lease Agreement (such Lease Agreement, in the form presented to this meeting,
with such changes, insertions and omissions as are made pursuant to this Resolution,
being referred to herein as the "Lease Agreement"); and
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WHEREAS, in order to provide the funds necessary to finance the Project and to
refinance and defease the 2012 Bonds, the City and the Authority desire that the Authority
issue its San Luis Obispo Public Financing Authority Lease Revenue Bonds (Cultural Arts
District Parking Project), Series 2023 (the "Bonds"), in an aggregate principal amount not
to exceed $50,000,000, payable from the base rental payments (the "Base Rental
Payments") to be made by the City pursuant to the Lease Agreement; and
WHEREAS, on this date, the City held a public hearing on the financing of the
Project in accordance with Section 6586.5 of the Act, which hearing was held at 990 Palm
Street, San Luis Obispo, California; and
WHEREAS, in accordance with Section 6586.5 of the Act, notice of such hearing
was published once at least five days prior to the hearing in the New Times, a newspaper
of general circulation in the City; and
WHEREAS, in order to provide for the authentication and delivery of the Bonds, to
establish and declare the terms and conditions upon which the Bonds are to be issued
and secured and to secure the payment of the principal thereof, premium, if any, and
interest thereon, the City, the Authority and U.S. Bank Trust Company, National
Association, as trustee (the "Trustee"), propose to enter into an Indenture (such
Indenture, in the form presented to this meeting, with such changes, insertions and
omissions as are made pursuant to this Resolution, being referred to herein as the
"Indenture"); and
WHEREAS, all rights to receive the Base Rental Payments will be assigned
without recourse by the Authority to the Trustee pursuant to the Indenture; and
WHEREAS, Raymond James & Associates, Inc. (the "Underwriter") has presented
a proposal, in the form of a Bond Purchase Agreement by and among the Underwriter,
the Authority and the City, to purchase the Bonds from the Authority (such Bond Purchase
Agreement, in the form presented to this meeting, with such changes, insertions and
omissions as are made pursuant to this Resolution, being referred to herein as the
"Purchase Agreement"); and
WHEREAS, a form of the Preliminary Official Statement to be distributed in
connection with the public offering of the Bonds has been prepared (such Preliminary
Official Statement, in the form presented to this meeting, with such changes, insertions
and omissions as are made pursuant to this Resolution, being referred to herein as the
"Preliminary Official Statement"); and
WHEREAS, the City is a member of the Authority and the Project is to be located
within the boundaries of the City; and
WHEREAS, there have been prepared and submitted to this meeting forms of:
(a) the Ground Lease;
(b) the Lease Agreement;
(c) the Indenture;
(d) the Purchase Agreement; and
(e) the Preliminary Official Statement;
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WHEREAS, the Authority desires to authorize the execution of such documents
and the performance of such acts as may be necessary or desirable to effect the offering,
sale and issuance of the Bonds; and
WHEREAS, Section 5852.1 of the California Government Code (the "Government
Code") requires that the Board of Directors of the Authority ("Board of Directors") obtain
from an underwriter, financial advisor or private lender and disclose, in a meeting open to
the public, prior to authorization of the issuance of the Bonds, good faith estimates of
(a) the true interest cost of the Bonds, (b) the sum of all fees and charges paid to third
parties with respect to the Bonds, (c) the amount of proceeds of the Bonds expected to
be received net of the fees and charges paid to third parties and any reserves or
capitalized interest paid or funded with proceeds of the Bonds, and (d) the sum total of all
debt service payments on the Bonds calculated to the final maturity of the Bonds, plus
the fees and charges paid to third parties not paid with the proceeds of the Bonds; and
WHEREAS, in compliance with Government Code Section 5852.1, the Board of
Directors has obtained from PFM Financial Advisors LLC, as the City's municipal advisor
(the "Municipal Advisor"), the required good faith estimates and such estimates have been
disclosed at this meeting; and
WHEREAS, all acts, conditions and things required by the laws of the State of
California to exist, to have happened and to have been performed precedent to and in
connection with the consummation of the transactions authorized hereby do exist, have
happened and have been performed in regular and due time, form and manner as
required by law, and the Authority is now duly authorized and empowered, pursuant to
each and every requirement of law, to consummate such transactions for the purpose, in
the manner and upon the terms herein provided.
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the San Luis
Obispo Public Financing Authority, as follows:
Section 1. The foregoing recitals are true and correct, and the Board of Directors
so finds and determines.
Section 2. The form of the Ground Lease, on file with the Secretary of the
Authority (the "Secretary"), is hereby approved. Each of the Chairperson, the Vice
Chairperson, the Executive Director, the Deputy Executive Director, the Treasurer or any
officer designated in writing by the Executive Director (each, an "Authorized Officer") is
hereby authorized, and any one of the Authorized Officers is hereby directed, for and in
the name of the Authority, to execute and deliver the Ground Lease in the form submitted
to this meeting, with such changes, insertions and omissions as the Authorized Officer
executing the same may require or approve, such requirement or approval to be
conclusively evidenced by the execution of the Ground Lease by such Authorized Officer.
Section 3. The form of the Lease Agreement, on file with the Secretary, is hereby
approved. Each of the Authorized Officers is hereby authorized, and any one of the
Authorized Officers is hereby directed, for and in the name of the Authority, to execute
and deliver the Lease Agreement in the form submitted to this meeting, with such
changes, insertions and omissions as the Authorized Officer executing the same may
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require or approve, such requirement or approval to be conclusively evidenced by the
execution of the Lease Agreement by such Authorized Officer; provided, however, that
such changes, insertions and omissions shall not result in an aggregate principal amount
of the Bonds payable from the Base Rental Payments in excess of $50,000,000, shall not
result in the term of the Lease Agreement terminating later than December 1, 2053
(provided that such term may be extended as provided therein) and shall not result in a
true interest cost attributable to the Base Rental Payments exceeding 5.25%.
Section 4. Subject to the provisions of Section 5 hereof, the issuance of the
Bonds, in an aggregate principal amount of not to exceed $50,000,000, on the terms and
conditions set forth in, and subject to the limitations specified in, the Indenture, be and
the same is hereby authorized and approved. The Bonds shall be dated, shall bear
interest at the rates, shall mature on the dates, shall be subject to call and redemption,
shall be issued in the form and shall be as otherwise provided in the Indenture, as the
same shall be completed as provided in this Resolution.
Section 5. The form of the Indenture, on file with the Secretary, is hereby
approved. Each of the Authorized Officers is hereby authorized, and any one of the
Authorized Officers is hereby directed, for and in the name of the Authority, to execute
and deliver the Indenture in the form submitted to this meeting, with such changes,
insertions and omissions as the Authorized Officer executing the same may require or
approve, such requirement or approval to be conclusively evidenced by the execution of
the Indenture by such Authorized Officer; provided, however, that such changes,
insertions and omissions shall not result in an aggregate principal amount of Bonds in
excess of $50,000,000, shall not result in a final maturity date of the Bonds later than
December 1, 2053 and shall not result in a true interest cost for the Bonds in excess of
5.25%.
Section 6. The form of the Purchase Agreement, on file with the Secretary, is
hereby approved. Each of the Authorized Officers is hereby authorized, and any one of
the Authorized Officers is hereby directed, for and in the name of the Authority, to execute
and deliver the Purchase Agreement in the form submitted to this meeting, with such
changes, insertions and omissions as the Authorized Officer executing the same may
require or approve, such requirement or approval to be conclusively evidenced by the
execution of the Purchase Agreement by such Authorized Officer; provided, however, that
such changes, insertions and omissions shall not result in an aggregate underwriter's
discount (not including any original issue discount) from the principal amount of the Bonds
in excess of 0.4% of the aggregate principal amount of the Bonds.
Section 7. The form of the Preliminary Official Statement, on file with the
Secretary, with such changes, insertions and omissions therein as may be approved by
an Authorized Officer, is hereby approved, and the use of the Preliminary Official
Statement in connection with the offering and sale of the Bonds is hereby authorized and
approved. The Authorized Officers are each hereby authorized to certify on behalf of the
Authority that the Preliminary Official Statement is deemed final as of its date, within the
meaning of Rule 15c2-12 promulgated under the Securities Exchange Act of 1934
(except for the omission of certain final pricing, rating and related information as permitted
by said Rule).
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Section 8. The preparation and delivery of a final Official Statement (the "Official
Statement"), and its use in connection with the offering and sale of the Bonds, be and the
same is hereby authorized and approved. The Official Statement shall be in substantially
the form of the Preliminary Official Statement, with such changes, insertions and
omissions as may be approved by an Authorized Officer, such approval to be conclusively
evidenced by the execution and delivery thereof. Each of the Authorized Officers is
hereby authorized, and any one of the Authorized Officers is hereby directed, for and in
the name of the Authority, to execute the final Official Statement and any amendment or
supplement thereto.
Section 9. The Board of Directors hereby approves the execution and delivery of
all agreements, documents, certificates and instruments referred to herein with electronic
signatures as may be permitted under the California Uniform Electronic Transactions Act
and digital signatures as may be permitted under Section 16.5 of the California
Government Code using DocuSign.
Section 10. The officers and agents of the Authority are, and each of them is,
hereby authorized and directed, for and in the name of the Authority to do any and all
things and to execute and deliver any and all documents which they or any of them deem
necessary or advisable in order to consummate the transactions contemplated by this
Resolution and otherwise to carry out, give effect to and comply with the terms and intent
of this Resolution.
Section 11. All actions heretofore taken by the officers and agents of the Authority
with respect to the issuance and sale of the Bonds or in connection with or related to any
of the agreements or documents referred to herein, are hereby approved, confirmed and
ratified.
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Section 12. The Secretary shall certify to the adoption of this Resolution and
thenceforth and thereafter the same shall be in full force and effect.
Section 13. This Resolution shall take effect immediately upon its adoption.
Upon motion of San Luis Obispo Public Financing Authority Board Member Marx,
seconded by Board Member Shoresman, and on the following roll call vote:
AYES: Board Member Francis, Pease, Shoresman, Vice Chair Marx, and
Chair Stewart
NOES: None
ABSENT: None
The foregoing resolution was adopted this 15th day of August 2023.
M6w, j L'4_ ,
Chair Erica A. Stewart
ATTEST:
7TI
W 1X�J -.
Teresa Purrington, Secretary
APPROVED AS TO FORM:
J. lrehristijjb`Dietrick, Authority Counsel
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the
City of San Luis Obispo, California, on August 15, 2023.
e� e
Teresa Purrington, Secretary
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SECRETARY'S CERTIFICATE
I, the undersigned, duly appointed and qualified Secretary of the San Luis Obispo
Public Financing Authority (the "Authority"), certify that attached is a full, true and correct
copy of Authority Resolution No. 11443, adopted August 15, 2023, during a meeting of
the governing board of the Authority.
Such meeting was duly and legally held at the regular meeting place of the
Authority. All of the members of said governing board had due notice of such meeting
and a majority thereof was present at such meeting.
I have carefully compared the same with the original minutes of said meeting on
file and of record in my office, and the foregoing is a full, true and correct copy of such
resolution adopted at said meeting and entered in said minutes. Said resolution has not
been amended, modified or rescinded since the date of its adoption, and the same is now
in full force and effect.
WITNESS MY HAND AND THE SEAL OF THE CITY OF SAN LUIS OBISPO.
Dated: August 15, 2023
By:'V�
Teresa Purrington,ltt'retary
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