HomeMy WebLinkAboutR-10868 A resolution of the Governing Body of the SLO Public Financing Authority authorizing the issuance, sale and delivery of Revenue Refunding BondsPUBLIC FINANCING AUTHORITY
RESOLUTION NO. 10868 (2018 Series)
A RESOLUTION OF THE GOVERNING BOARD OF THE SAN LUIS
OBISPO PUBLIC FINANCING AUTHORITY, CALIFORNIA,
AUTHORIZING THE ISSUANCE, SALE AND DELIVERY OF SAN LUIS
OBISPO PUBLIC FINANCING AUTHORITY LEASE REVENUE
REFUNDING BONDS; THE EXECUTION AND DELIVERY OF A TRUST
AGREEMENT, A SITE LEASE, A FACILITY LEASE, AND A BOND
PURCHASE AGREEMENT; THE PREPARATION AND DISTRIBUTION
OF A PRELIMINARY AND A FINAL OFFICIAL STATEMENT RELATING
TO THE AFORESAID BONDS; AND CERTAIN OTHER ACTIONS IN
CONNECTION WITH SUCH TRANSACTIONS
WHEREAS, the City of San Luis Obispo (the "City") previously entered into a lease
agreement (the "1996 Lease") with the City of San Luis Obispo Capital Improvement Board (the
"Board") for the purpose of financing the acquisition and construction of various properties to be
used for municipal purposes of the City; and
WHEREAS, the Board previously issued its 1996 Lease Revenue Bonds (County of San
Luis Obispo, California) in the aggregate principal amount of $7,100,000 (the "1996 Bonds")
pursuant to an Indenture of Trust dated as of June 1, 1996, by and between the Board and First
Trust of California, as trustee; and
WHEREAS, the City previously further entered into a lease agreement (the "2005 Lease")
with the Board for the purpose of refinancing the 1996 Lease and to allow for the defeasance and
refunding of the outstanding 1996 Bonds; and
WHEREAS, the Board previously further issued its 2005 Refunding Lease Revenue
Bonds in the aggregate principal amount of $6,550,000 (the "2005 Bonds") pursuant to an
Indenture of Trust dated as of May 1, 2005, by and between the Board and U.S. Bank National
Association, as trustee; and
WHEREAS, the City previously further entered into a lease agreement (the "2006 Lease")
with the Board for the purpose of financing the acquisition and construction of facilities located in
the City to be used for public parking and City administrative office purposes; and
WHEREAS, the Board previously further issued its 2006 Lease Revenue Bonds (919 Palm
Street Public Parking and City Office Project) in the aggregate principal amount of $16,160,000
(the "2006 Bonds") pursuant to an Indenture of Trust dated as of April 1, 2006, by and between
the Board and U.S. Bank National Association, as trustee; and
WHEREAS, the City previously further entered into a lease agreement (the "2009 Lease"
and, collectively with the 2005 Lease and the 2006 Lease, the "Prior Leases") with the Board for
the purpose of financing the acquisition and construction of facilities located in the City to be used
for a public safety dispatch center and Fire Department storage facility, and improvements to the
City's radio system for public safety communications purposes; and
Resolution No. 10868 (2018 Series) Page 2
WHEREAS, the Board previously further issued its 2009 Lease Revenue Bonds (Public
Safety Communications and Emergency Operations Center Project) (Bank Qualified) in the
aggregate principal amount of $10,705,000 (the "2009 Bonds" and, collectively with the 2005
Bonds and the 2006 Bonds, the "Prior Bonds") pursuant to an Indenture of Trust dated as of March
1, 2009, by and between the Board and U.S. Bank National Association, as trustee; and
WHEREAS, the City proposes to refinance the Prior Leases to allow for the defeasance
and refunding of the Prior Bonds; and
WHEREAS, the San Luis Obispo Public Financing Authority (the "Authority") was
formed on September 8, 2014 by the City and the Parking Authority of the City of San Luis Obispo
for the purpose, among others, of assisting the City in connection with refinancing any outstanding
obligations; and
WHEREAS, in order to assist in refinancing the Prior Leases to defease and refund the
Prior Bonds, it is proposed that the City lease certain of its real property, selected from a list
including Fire Station No. 1, located at 2160 Santa Barbara, San Luis Obispo, and improvements
thereon; the City Administrative Offices and Parking Structure, located at 919 Palm Street, San
Luis Obispo; and improvements thereon; City Hall, located at 990 Palm Street, San Luis Obispo,
and improvements thereon; and the Police Main Building, Storage Building and Vehicle Storage
Garage, located at 1042 Walnut Street, San Luis Obispo, and improvements thereon (the properties
so selected, collectively, the "Leased Property") to the Authority pursuant to a Site Lease (the "Site
Lease") and lease the Leased Property back from the Authority pursuant to a Facility Lease (the
"Facility Lease"); and
WHEREAS, it is further proposed that the Authority issue its San Luis Obispo Public
Financing Authority Lease Revenue Refunding Bonds, Series 2018 in the aggregate principal
amount of not to exceed $22,000,000 (the "Bonds"), pursuant to Article 4 of Chapter 5 of Division
7 of Title 1 of the California Government Code, for the purpose of making a payment to the City
pursuant to the Site Lease to refinance the Prior Leases and defease and refund the Prior Bonds,
fund a debt service reserve account if deemed necessary and pay costs of issuance associated with
the Bonds; and
WHEREAS, it is further proposed that the Authority issue the Bonds pursuant to a trust
agreement dated as of April 1, 2018 (the "Trust Agreement"), by and between the Authority and
U.S. Bank National Association, as trustee (the "Trustee"); and
WHEREAS, the City, the Authority and Raymond James & Associates, Inc. (the
"Underwriter"), as purchaser of the Bonds, will enter into a Bond Purchase Agreement (the "Bond
Purchase Agreement"); and
WHEREAS, it is in the public interest, convenience and welfare and for the common
benefit of the inhabitants of the City that the City enter into this financing with the Authority to
refinance the Prior Leases and defease and refund the Prior Bonds; and
WHEREAS, the Authority has prepared an official statement relating to the Bonds (the
"Official Statement") in preliminary form for use in connection with the marketing of the Bonds
to potential purchasers and for use in final form for distribution to the actual purchasers thereof,
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Resolution No. 10868 (2018 Series) Page 3
NOW, THEREFORE, BE IT RESOLVED by the Governing Board of the San Luis
Obispo Public Financing Authority as follows:
SECTION 1. The foregoing recitals are true and correct and the Governing Board hereby
so finds and determines.
SECTION 2. The Governing Board hereby approves the issuance of the Bonds by the
Authority in an aggregate principal amount not to exceed $22,000,000 to refinance the Prior Leases
and defease and refund the Prior Bonds, including funding a debt service reserve account if deemed
necessary and paying costs of issuance and related fees and expenses; provided, however, that such
Bonds shall be sold on or before May 31, 2018, and shall mature no later than June 1, 2039. The
Treasurer of the Authority ("Treasurer") is hereby directed to perform the duties imposed upon
her by the provisions of the financing documents, including the Trust Agreement, the Site Lease
and the Facility Lease.
SECTION 3. The Trust Agreement, in substantially the form submitted to this meeting,
is hereby approved. The Executive Director or Treasurer of the Authority, or the designee of such
officer (each, an "Authorized Officer"), each acting alone, is hereby authorized and directed, for
and on behalf of the Authority, to execute and deliver the Trust Agreement in substantially said
form, with such changes therein as any Authorized Officer, with the advice of the Authority's
counsel, may require or approve, such approval to be conclusively evidenced by the execution and
delivery thereof.
SECTION 4. The Site Lease, in substantially the form submitted to this meeting, is hereby
approved. Any Authorized Officer, each acting alone, is hereby authorized and directed, for and
on behalf of the Authority, to execute and deliver the Site Lease in substantially said form, with
such changes therein as any Authorized Officer, with the advice of the Authority's counsel, may
require or approve, such approval to be conclusively evidenced by the execution and delivery
thereof.
SECTION 5. The Facility Lease, in substantially the form submitted to this meeting, is
hereby approved. Any Authorized Officer, each acting alone, is hereby authorized and directed,
for and on behalf of the Authority, to execute and deliver the Facility Lease in substantially said
form, with such changes therein as any Authorized Officer, with the advice of the Authority's
counsel, may require or approve, such approval to be conclusively evidenced by the execution and
delivery thereof.
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Resolution No. 10868 (2018 Series) Page 4
SECTION 6. The Bond Purchase Agreement, in substantially the form submitted to this
meeting, is hereby approved. Any Authorized Officer, each acting alone, is hereby authorized and
directed, for and on behalf of the Authority, to execute and deliver the Bond Purchase Agreement
in substantially said form, with such changes therein as any Authorized Officer, with the advice of
the Authority's counsel, may require or approve, such approval to be conclusively evidenced by
the execution and delivery thereof, provided, that the net present value of the debt service savings
with respect to the Bonds shall be at least 3.00% of the aggregate principal amount of the Prior Bonds
being redeemed and the Underwriter's discount shall not exceed 0.4% of the aggregate principal
amount of the Bonds (exclusive of original issue discount).
SECTION 7. The preliminary form of the Official Statement to be used in connection
with the offer and sale of the Bonds is hereby adopted and approved, and any Authorized Officer,
each acting alone, is hereby authorized to execute and deliver a certificate deeming the preliminary
form of the Official Statement (including, if applicable, as modified by any amendment or
supplement thereto) "final" within the meaning of Rule 15c2-12 promulgated under the Securities
Exchange Act of 1934 and to execute and deliver the same in final form, for and on behalf of the
Authority, with such changes therein as the officer executing the same, with the advice of the
Authority's counsel, may require or approve, such approval to be conclusively evidenced by the
execution and delivery thereof.
SECTION 8. The Bonds shall be executed by the manual or facsimile signature of the
Treasurer of the Authority and attested by the manual or facsimile signature of the Secretary of the
Authority, in accordance with the Trust Agreement. The Bonds, when so executed, shall be
delivered to the Trustee for authentication by the Trustee. The Trustee is hereby requested and
directed to authenticate the Bonds by executing the Trustee's Certificate of Authentication
appearing thereon, and to deliver the Bonds, when duly executed and authenticated, to the initial
purchaser thereof in accordance with written instructions executed on behalf of the Authority by
an Authorized Officer, which instructions the Authorized Officers are hereby authorized and
directed, for and on behalf of the Authority, to execute and deliver to the Trustee. Said instructions
shall provide for the delivery of the Bonds to the initial purchaser thereof upon payment of the
purchase price thereof.
SECTION 9. The Authority hereby designates the firm of Orrick, Herrington & Sutcliffe
LLP to serve as bond counsel and disclosure counsel, and the firm of PFM Financial Advisors LLC
to serve as municipal advisor, each in connection with the issuance, sale and delivery of the Bonds.
SECTION 10. The officers of the Authority are hereby authorized and directed, jointly
and severally, to do any and all things and to execute and deliver any and all documents, written
requests, certificates, and representations, including, without limitation, redemption or defeasance
notices, escrow agreements, credit documents, signature certificates, no -litigation certificates, tax
certificates, letters of representation relating to book -entry registration and certificates concerning
the contents of the Official Statement distributed in connection with the sale of the Bonds, which
they may deem necessary or advisable in order to consummate the issuance, sale and delivery of
the Bonds or related documents and otherwise to effectuate the purposes of this resolution.
Resolution No. 10868 (2018 Series) Page 5
SECTION 11. This resolution shall take effect immediately.
Upon motion of Authority Member Pease, seconded by Vice Chair Christianson and on the
following roll call vote:
AYES: Authority Members Gomez, Pease, and Rivoire,
Vice Chair Christianson and Chair Harmon
NOES: None
ABSENT: None
The foregoing resolution was adopted this 201h day of February, 2018:
Chair Heidi Oarmon
ATTEST:
Carrie Gallagher, CMC
Secretary
APPROVED AS TOWORM:
J/Chfistine Dietrick
Authority Counsel
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. 10868, adopted February 20, 2018, 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.
Dated:
Secretary