HomeMy WebLinkAbout4/21/2004 - STAFF REPORTS (3) RESOLUTION NO. _
RESOLUTION OF THE COMMUNITY REDEVELOPMENT
AGENCY OF THE CITY OF PALM SPRINGS
AUTHORIZING THE ISSUANCE OF ITS TAX
ALLOCATION REFUNDING BONDS, 2004 SERIES A,
AND ITS TAX ALLOCATION REFUNDING BONDS, 2004
SERIES B, APPROVING, AUTHORIZING AND
DIRECTING EXECUTION OF INDENTURES OF TRUST
RELATING THERETO, AUTHORIZING THE SALE OF
SUCH BONDS, APPROVING AN OFFICIAL STATEMENT
AND PROVIDING OTHER MATTERS PROPERLY
RELATING THERETO
WHEREAS the Community Redevelopment Agency of the City of Palm Springs (the
"Agency") is authorized pursuant to the Community Redevelopment Law, being Part 1 of
Division 24 (commencing with Section 33000) of the Health and Safety Code of the
State of California (the "Law") to issue its tax allocation bonds for the purpose of
financing and refinancing redevelopment activities within and of benefit to its City of
Palm Springs Merged Redevelopment Project No. 1 (the `Redevelopment Project No.
1") and its City of Palm Springs Merged Redevelopment Project No. 2 (the
"Redevelopment Project No. 2" and, together with the Redevelopment Project No. 1, the
"Redevelopment Projects"); and
WHEREAS Redevelopment Project No. 1 resulted from the merger of seven
redevelopment project areas pursuant to amended redevelopment plans and Ordinance
No. 1584 adopted on May 31, 2000 ('Prior Project Areas No. 1"); and
WHEREAS Redevelopment Project No. 2 resulted from the merger of three
redevelopment project areas pursuant to amended redevelopment plans and Ordinance
No. 1583 adopted on May 31, 2000 ("Prior Project Areas No. 2" and, together with Prior
Project Areas No. 1,the`Prior Project Areas"); and
WHEREAS the City of Palm Springs Financing Authority ("Authority") previously issued
its $16,735,000 City of Palm Springs Financing Authority Local Agency Revenue Bonds,
1994 Series A (the "Series 1994A Bonds") and $4,375,000 City of Palm Springs
Financing Authority Local Agency Subordinated Revenue Bonds, 1994 Series B (the
"Series 1994B Bonds" and, together with the Series 1994A Bonds, the "Series 1994
Bonds"); and
WHEREAS the proceeds of the Series 1994 Bonds were used to prepay certain
outstanding local obligations of the Agency and finance redevelopment activities with
respect to certain of the Prior Project Areas pursuant to seven (7) separate loan
agreements, consisting of the master loan agreement and seven amendments
("collectively, the"Loan Agreements") as herein listed;
(a) Loan Agreement, dated as of September 1, 1994, by and among
the Agency, the Authority and First Interstate Bank of California ("First
Interstate"); and
(b) First Supplemental Loan Agreement, dated as of September 1,
1994, by and among the Agency, the Authority and First Interstate relating to the
$7,880,000 Central Business District Redevelopment Project Loan; and
C OM b
(c) Second Supplemental Loan Agreement, dated as of September 1,
1994, by and among the Agency, the Authority and First Interstate relating to
$1,830,000 North Palm Canyon Redevelopment Project Loan; and
(d) Third Supplemental Loan Agreement, dated as of September 1,
1994, by and among the Agency, the Authority and First Interstate relating to
$1,190,000 South Palm Canyon Redevelopment Project Loan; and
(e) Fourth Supplemental Loan Agreement, dated as of September 1,
1994, by and among Agency, the Authority and First Interstate relating to
$3,275,000 Barosto-Farrell Redevelopment Project; and
(f) Fifth Supplemental Loan Agreement, dated as of September 1,
1994, by and among the Agency, the Authority and First Interstate relating to
$945,000 Ramon-Bogie Redevelopment Project Loan; and
(g) Sixth Supplemental Loan Agreement, dated as of September 1,
1994, by and among the Agency, the Authority and First Interstate relating to the
$2,760,000 Tahquitz-Andreas Redevelopment Project Loan; and
(h) Seventh Supplemental Loan Agreement, dated as of September
1, 1994, relating to $1,565,000 Project No. 9 Loan; and
WHEREAS $12,785,000 of the Series 1994A Bonds and $4,375,000 of the
Series 1994B Bonds remain outstanding; and
WHEREAS in order to refund (a)the Series 1994A Bonds and prepay the Agency's
obligations with respect to the Loan Agreements relating to Redevelopment Project No.
1 and to (b) finance additional redevelopment activities with respect to Redevelopment
Project No. 1, the Agency has determined to issue its not to exceed $16,000,000
aggregate principal amount of Community Redevelopment Agency of the City of Palm
Springs Merged Project No. 1 Tax Allocation Refunding Bonds, 2004 Series A (the
"Series 2004 A Bonds"), pursuant to the Law and an Indenture of Trust, dated as of May
1, 2004 (the "2004A Indenture"), between the Agency and BNY Western Trust
Company, as trustee (the "Trustee"); and
WHEREAS in order to refund (a) the Series 1994B Bonds and prepay the Agency's
obligations with respect to the Loan Agreements relating to Redevelopment Project No.
2 and to (b) finance additional redevelopment activities with respect to Redevelopment
Project No. 2, the Agency has determined to issue its not to exceed $10,000,000
aggregate principal amount of Community Redevelopment Agency of the City of Palm
Springs Merged Project No. 2 Tax Allocation Refunding Bonds, 2004 Series B (the
"Series 2004E Bonds" and, collectively, the "Series 2004 Bonds") pursuant to the Law
and an Indenture of Trust, dated as of May 1, 2004 (the"2004B Indenture"), between the
Agency and the Trustee; and
WHEREAS a portion of the proceeds of the Series 2004 Bonds will be used to refund
and discharge the Series 1994 Bonds and thereby prepay the loan obligations with
respect to the Series 1994 Bonds pursuant to one or more escrow deposit and trust
agreements (the "Escrow Agreements"), by and between the Agency, the Authority and
the BNY Western Trust Company, as escrow bank (the "Escrow Bank"); and
WHEREAS the Agency proposes to sell the Series 2004 Bonds to the Authority which
will concurrently sell the Bonds to Stone & Youngberg, LLC, as purchaser of the Bonds
(the "Underwriter"), all on the terms and conditions herein set forth and as provided in
C K b ;
the respective forms of purchase contracts with respect to the 2004A Bonds and the
2004B Bonds; and
WHEREAS the Agency, with the assistance of Harrell &Company Advisors, LLC (the
"Financing Consultant"), and Jones Hall, Disclosure Counsel, has caused to be prepared
an Official Statement describing the Bonds, the preliminary form of which is on file with
the Secretary (the"Official Statement"); and
WHEREAS the following documents on file with the Secretary of the Agency have been
reviewed by the Agency:
(a) the 2004A Indenture; and
(b) the 2004B Indenture; and
(c) the Purchase Contract (the "2004A Purchase Contract"), by and among
the Agency, the Authority and the Underwriter relating to the Series
2004A Bonds; and
(d) the Purchase Contract (the "2004B Purchase Contract"), by and among
the Agency, the Authority and the Underwriter relating to the Series
20046 Bonds and
(e) the Escrow Agreements; and
(f) the preliminary Official Statement; and
WHEREAS the Agency wishes at this time to approve the foregoing in the public
interests of the Agency;
NOW THEREFORE BE IT RESOLVED by the Community Redevelopment Agency of
the City of Palm Springs, as follows:
Section 1. Issuance of Series 2004A Bonds; Approval of 2004A Indenture. The
Agency hereby authorizes the issuance of the Series 2004A Bonds under
and pursuant to the Law and the 2004A Indenture in the aggregate
principal amount of not to exceed $16,000,000. The Agency hereby
approves the 2004A Indenture in substantially the form thereof on file with
the Secretary together with any additions thereto or changes therein
deemed necessary or advisable by the Chairman of the Board of
Directors (the "Chairman"), Executive Director or Treasurer of the Agency
(each, an "Authorized Officer"), including, without limitation, the addition
to the 2004A Indenture of the final interest rates payable with respect to
the Series 2004A Bonds and the final principal amount and annual
maturities of the Series 2004A Bonds, as contained in the 2004A
Purchase Contract, and execution of the 2004A Indenture shall be
deemed conclusive evidence of the Agency's approval of such additions
or changes. An Authorized Officer and the Secretary of the Agency are
hereby authorized and directed to execute and attest to the 2004A
Indenture for and in the name and on behalf of the Agency. The Agency
hereby authorizes the delivery and performance of the 2004A Indenture.
The Chairman, Executive Director or Treasurer and Secretary of the
Agency are authorized to execute and attest to the Series 2004A Bonds.
Section 2. Issuance of Series 2004B Bonds: Approval of 2004B Indenture, The
Agency hereby authorizes the issuance of the Series 2004B Bonds under
and pursuant to the Law and the 2004B Indenture in the aggregate
principal amount of not to exceed $10,000,000. The Agency hereby
approves the 2004B Indenture in substantially the form thereof on file with
cce. b '
the Secretary together with any additions thereto or changes therein
deemed necessary or advisable by an Authorized Officer, including,
without limitation, the addition to the 2004B Indenture of the final interest
rates payable with respect to the Series 2004B Bonds and the final
principal amount and annual maturities of the Series 2004E Bonds, as
contained in the 2004B Purchase Contract, and execution of the 2004B
Indenture shall be deemed conclusive evidence of the Agency's approval
of such additions or changes. An Authorized Officer and Secretary of the
Agency are hereby authorized and directed to execute and attest to the
2004B Indenture for and in the name and on behalf of the Agency. The
Agency hereby authorizes the delivery and performance of the 2004B
Indenture. The Chairman, Executive Director or Treasurer and the
Secretary of the Agency are hereby authorized to execute and attest to
the Series 2004B Bonds.
Section 3. Sale of the Series 2004A Bonds. The Agency hereby authorizes the sale
of the Series 2004A Bonds to the Authority for concurrent resale by the
Authority to the Underwriter pursuant to and in accordance with the
2004A Purchase Contract in substantially the form on file with the
Secretary together with any additions thereto or changes therein
approved by an Authorized Officer, including any modifications necessary
to implement the private placement of all or a portion of the Series 2004A
Bonds and the payment of allocable placement agency fees, and the
execution thereof shall be conclusive evidence of such approval. The
Agency hereby delegates to each of the Authorized Officers, acting alone,
the authority to accept an offer from the Underwriter to purchase the
Series 2004A Bonds from the Authority and to execute the Purchase
Contract for and in the name and on behalf of the Agency; provided,
however, that the stated average annual interest rate payable with
respect to the Series 2004A Bonds shall not exceed six percent (6%) per
annum, and the purchase price paid by the Underwriter for the purchase
of the Series 2004A Bonds shall be not less than ninety-nine percent
(99%) of the par amount thereof, excluding any original issue discount on
the Series 2004A Bonds.
Section 4. Sale of the Series 2004B Bonds. The Agency hereby authorizes the sale
of the Series 2004B Bonds to the Authority for concurrent resale by the
Authority to the Underwriter pursuant to and in accordance with the
2004B Purchase Contract in substantially the form on file with the
Secretary together with any additions thereto or changes therein
approved by an Authorized Officer, including any modifications necessary
to implement the private placement of all or a portion of the Series 2004B
Bonds and the payment of allocable placement agency fees, and the
execution thereof shall be conclusive evidence of such approval. The
Agency hereby delegates to each of the Authorized Officers, acting alone,
the authority to accept an offer from the Underwriter to purchase the
Series 2004B Bonds from the Authority and to execute the Purchase
Contract for and in the name and on behalf of the Agency; provided,
however, that the stated average annual interest rate payable with
respect to the Series 2004B Bonds shall not exceed six percent (6%) per
annum, and the purchase price paid by the Underwriter for the purchase
of the Series 2004B Bonds shall be not less than ninety-nine percent
(99%) of the par amount thereof, excluding any original issue discount on
the Series 2004E Bonds. r 10 � k
Section 5. Approval of the Preliminary Official Statement. The form of the
preliminary Official Statement relating to the Series 2004 Bonds, on file
with the Secretary, is approved for distribution by the Underwriter to
municipal bond broker-dealers, to banking institutions and to members of
the general public who may be interested in purchasing the Series 2004
Bonds. Any Authorized Officer, acting alone, is authorized to approve
changes in the preliminary Official Statement, from time to time, pending
such distribution as shall be required to cause the preliminary Official
Statement to contain any further information necessary to accurately
describe the Series 2004 Bonds and the Agency. With respect to the
distribution of the preliminary Official Statement, an Authorized Officer is
authorized and directed, on behalf of the Agency, to deem the preliminary
Official Statement "final" pursuant to Rule 15c2-12 under the Securities
Exchange Act of 1934 (the "Rule").
Section 6. Approval of Final Official Statement. The final Official Statement, which
shall include such changes and additions thereto deemed advisable by an
Authorized Officer and such information permitted to be excluded from
the preliminary Official Statement pursuant to the Rule, is hereby
approved for delivery to the purchasers of the Series 2004 Bonds, and an
Authorized Officer, is authorized and directed to execute the final Official
Statement for and on behalf of the Agency and an Authorized Officer is
authorized and directed to deliver to the purchaser of the Series 2004
Bonds (i) a certificate with respect to the information set forth therein and
(ii) Continuing Disclosure Certificates substantially in the forms appended
to the final Official Statement,
Section 7. Approval of Escrow Agreement. The Agency hereby approves the
Escrow Agreements in substantially the form thereof on file with the
Secretary together with any additions thereto or changes therein deemed
necessary or advisable by an Authorized Officer, and execution of the
Escrow Agreements shall be deemed conclusive evidence of the
Agency's approval of such additions or changes. An Authorized Officer
and Secretary of the Agency are hereby authorized and directed to
execute and attest to the Escrow Agreements for and in the name and on
behalf of the Agency. The Agency hereby authorizes the delivery and
performance of the Escrow Agreements.
Section 8. Credit Ratinq and Bond Insurance Expenses. The Agency staff and its
consultants for the Series 2004 Bonds are hereby authorized and directed
to make application to one or more credit rating agencies for assignment
of a credit rating to the Bonds or to one or more insurance companies for
bond insurance with respect to the Bonds, or both (as the Financing
Consultant shall recommend), and the Agency shall pay expenses
incident to any such application or shall reimburse the Financing
Consultant for any advance of such expenses, such reimbursement to be
made to the Financing Consultant not more than thirty (30) days following
the date of any such advance (all expenses ultimately to be reimbursed to
the Agency from the proceeds of the Bonds).
Section 9. Official Action. The Chairman, the Vice-Chairperson, the Executive
Director, the Treasurer, the Secretary, the Agency General Counsel and
any and all other officers of the Agency are hereby authorized and
directed, for and in the name and on behalf of the Agency, to do any and
all things and take any and all actions, including execution and delivery of
Loom . b �.
any and all assignments, certificates, requisitions, including, without
limitation, requisitions for the payment of costs of issuance of the Series
2004 Bonds, agreements, including, without limitation, agreements
providing for investment of proceeds of the Series 2004 Bonds, notices,
consents, instruments of conveyance, warrants and other documents,
which they, or any of them, may deem necessary or advisable in order to
consummate the issuance, sale and delivery of the Series 2004 Bonds
and the refunding and discharge of the Series 1994 Bonds and the Loan
Agreements. Any officer of the Agency herein authorized or directed to
take any action may designate another officer of the Agency to take such
action on his or her behalf, such designation to be approved or ratified in
writing with respect to the taking of the applicable action.
Section 10. Effective Date. This Resolution shall take effect from and after its
passage and adoption.
PASSED AND ADOPTED this,_day of , 2004.
ADOPTED this_day of , 2004.
AYES:
NOES:
ABSENT:
ATTEST: COMMUNITY REDEVELOPMENT
AGENCY OF THE CITY OF PALM
SPRINGS
By
Secretary Chairman
REVIEWED AND APPROVED AS TO FORM: