HomeMy WebLinkAbout1357ORDINANCE NO. 1357 (1999 Series)
AN ORDINANCE OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO
APPROVING SALE AND LEASEBACK OF PROPERTY WITH THE CITY OF
SAN LUIS OBISPO CAPITAL IMPROVEMENT BOARD IN CONNECTION
WITH THE ISSUANCE OF LEASE REVENUE BONDS BY THE BOARD IN
THE MAXIMUM PRINCIPAL AMOUNT OF $13,300,000, AND APPROVING
RELATED DOCUMENTS AND OFFICIAL ACTIONS
WHEREAS, the City has previously financed the acquisition and construction of
improvements to the water treatment and distribution enterprise of the City (the "Water System ")
from the proceeds of the Certificates of Participation dated as of December 1, 1988, delivered in
the aggregate original principal amount of $5,000,000 (the "1988 Certificates "), evidencing the
direct, undivided fractional interests of the owners thereof in lease payments made by the City
under that certain Lease Agreement dated as of December 1, 1988, by and between the Board as
lessor and the City as lessee (the "1988 Lease "), which lease payments are payable solely from
the net revenues derived by the City from the Water System; and
WHEREAS, the City has previously financed the acquisition and construction of the
certain open space property, public park property and the rehabilitation of a recreation center
from the proceeds of the 1990 Certificates of Participation dated as of December 1, 1990,
delivered in the aggregate original principal amount of $4,500,000 (the "1990 Certificates "),
evidencing the direct undivided fractional interests of the owners thereof in lease payments made
by the City under that certain Lease Agreement dated as of December 1, 1990, by and between
the Board as lessor and the City as lessee (the "1990 Lease "), which lease payments are payable
from any source of legally available funds of the City; and
WHEREAS, in order to realize interest rate savings, the City has proposed to refinance
its obligations under the 1988 Lease and the 1990 Lease, and the City has further determined to
finance the acquisition and construction of various properties and improvements to be used for
the municipal purposes of the City, including but not limited to athletic fields, police station
expansion, public park property and historical museum expansion (collectively, the "Project ");
and
WHEREAS, to that end the City has agreed to sell to the Board certain land which
contains a portion of the Project pursuant to an Acquisition Agreement by and between the City
as seller and the Board as purchaser, and the City and the Board have agreed to amend and
restate the 1988 Lease and the 1990 Lease pursuant to a First Amended and Restated Lease
Agreement whereby the Board leases to the City the properties which are currently subject to the
1988 Lease and the 1990 Lease, together with the existing properties sold to the Board by the
City under the Acquisition Agreement; and
WHEREAS, lease payments made by the City under the Lease are proposed to be
assigned by the Board to the Trustee for the security of 1999 Lease Revenue Bonds to be issued
by the Board under an Indenture of Trust by and between the Board and U. S. Bank Trust
National Association, as trustee, the proceeds of which will be applied to provide funds to
refinance the City's obligations under the 1988 Lease and the 1990 Lease and to finance the
acquisition and construction of the Project; and
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Ordinance No. 1357 (1999 Series)
Page 2
WHEREAS, the firm of Fieldman, Rolapp & Associates, as financial adviser to the City
and the Board (the "Financial Adviser "), has recommended that the Board sell the Bonds on a
competitive basis and has prepared a preliminary form of an Official Statement describing the
Bonds; and
WHEREAS, the City is required by Article 9 of Chapter 5 of part 1 of Division 2 of the
California Government Code (commencing with Section 54240 of said Code) to approve the
Lease Agreement by ordinance which is subject to referendum;
NOW THEREFORE BE IT ORDAINED by the Council of the City of San Luis
Obispo as follows:
SECTION 1. Approval of Financing Plan and Related Documents. The Council hereby
approves the refinancing of the 1988 Certificates and the 1990 Certificates, and the financing of
the Project, pursuant to the financing plan outlined in the recitals of this Resolution. To that end,
the Council hereby approves each of the following agreements in substantially the respective
forms on file with the City Clerk together with any changes therein or additions thereto deemed
advisable by the Director of Finance, whose execution thereof shall be conclusive evidence of the
approval of any such changes or additions:
(a) Acquisition Agreement, by and between the City and the Board, whereby
the City sells to the Board certain land constituting a part of the Project, consisting
generally of the site of the athletic field improvements and the police station expansion
facilities;
(b) First amended and Restated Lease Agreement, between the Board as lessor
and the City as lessee, whereby the Board leases the property which is subject to the
1988 Lease and the 1990 Lease, and the property sold to the Board by the City under the
foregoing Acquisition Agreement, to the City in consideration of the City's agreement to
pay semiannual lease payments as the rental for such properties; and
(c) Escrow Deposit and Trust Agreement, between the City and U. S. Bank
Trust National Association, as escrow bank and as trustee for the 1988 Certificates and
the 1990 Certificates, relating to the refunding of the 1988 Certificates and the 1990
Certificates.
The Director of Finance is hereby authorized and directed for and in the name and on
behalf of the City to execute, and the City Clerk is hereby authorized and directed to attest and
affix the seal of the City to, the final form of each of the foregoing agreements.
SECTION 2. Issuance and Sale of Bonds by Board. The Council hereby approves the
issuance of the Bonds by the Board in the aggregate principal amount of not to exceed
$13,300,000, for the purpose of providing funds to refund the 1988 Certificates and the 1990
Certificates, and to finance the acquisition and construction of the Project. The Council hereby
approves the competitive sale of the Bonds by the Board in accordance with the resolution of the
governing body of the Board relating thereto.
Ordinance No. 1357 (1999 Series)
Page 3
SECTION 3. Official Statement. The Council hereby approves and deems nearly final
within the meaning of Rule 15c2 -12 of the Securities Exchange Act of 1934, the preliminary
Official Statement describing the Bonds of the form on file with the City Clerk. The Director of
Finance (an "Authorized Officer ") is individually authorized, at the request of the purchaser of
the Bonds, to execute an appropriate certificate affirming the Council's determination that the
preliminary Official Statement has been deemed nearly final within the meaning of such Rule.
Distribution of the preliminary Official Statement by the purchaser of the Bonds is hereby
approved. An Authorized Officer is hereby authorized and directed to approve any changes in or
additions to a final form of said Official Statement, and the execution thereof by an Authorized
Officer shall be conclusive evidence of approval of any such changes and additions. The Council
hereby authorizes the distribution of the final Official Statement by the purchaser of the Bonds.
The final Official Statement shall be executed in the name and on behalf of the City by an
Authorized Officer.
SECTION 4. Official Actions. The Director of Finance, the City Clerk and all other
officers of the City are each authorized and directed in the name and on behalf of the City to
make any and all site leases, assignments, certificates, requisitions, agreements, notices,
consents, instruments of conveyance, warrants and other documents, which they or any of them
might deem necessary or appropriate in order to consummate any of the transactions
contemplated by the agreements and documents approved pursuant to this Ordinance. Whenever
in this ordinance any officer of the City is authorized 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 o his or her behalf in the case such officer shall
be absent or unavailable.
SECTION 5. Effective Date. This Ordinance shall become effective thirty (30) days
from and after the date of its final passage. This Ordinance shall be subject to referendum
pursuant to and as provided in Section 54241 of the Government Code of the State of California
and the laws of the State of California. The City Clerk shall certify to the adoption of this
Ordinance, and shall cause this Ordinance to be published as required by Section 602 of the City
Charter.
SECTION 6. A summary of this ordinance, approved by the City Attorney, together
with the names of the Council members voting for and against it, shall be published at least five
days prior to its final passage, in the Tribune, a newspaper published and circulated in this City.
This ordinance will go into effect at the expiration of thirty (30) days after its final passage.
Ordinance No. 1357 (1999 Series)
Page 4
INTRODUCED on the 21st day of September 1999 AND FINALLY ADOPTED by
the Council of the City of San Luis Obispo on the 5"' day of October 199, on the following roll
call vote:
AYES: Council Members Ewan, Marx, Schwartz, Vice Mayor Romero, and
Mayor Settle
NOES: None
ABSENT: None
APPROVED AS TO FORM:
S,� Attorney