HomeMy WebLinkAboutResolutions - No. 2002-08RESOLUTION NO. 2002-08
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LODI
RELATING TO CERTIFICATES OF PARTICIPATION (2002 PUBLIC
IMPROVEMENT FINANCING PROJECT); APPROVING THE FORMS OF AND
AUTHORIZING THE EXECUTION AND DELIVERY OF A SITE AND FACILITIES
LEASE, A LEASE AGREEMENT, A TRUST AGREEMENT, A CERTIFICATE
PURCHASE CONTRACT, ESCROW AGREEMENTS, AN OFFICIAL
STATEMENT, AND A CONTINUING DISCLOSURE AGREEMENT, AND
APPROVING THE DISTRIBUTION OF A PRELIMINARY OFFICIAL STATEMENT
IN CONNECTION THEREWITH; AND AUTHORIZING CERTAIN OTHER
MATTERS RELATING THERETO
WHEREAS, the City of Lodi, a municipal corporation duly organized and existing under
and by virtue of the Constitution and laws of the State of California (the "City"), has determined
to finance and refinance the costs of certain public improvement projects for the benefit of the
City and its inhabitants, including, but not limited to, the construction, development, furnishing
and equipping of a new police building and jail for the City, a parking garage and a community
park and the remodeling of the current City public safety building and such other projects as the
City may substitute therefor (the "2002 Project"); and
WHEREAS, in order to implement the foregoing, the City and the Lodi Public Improvement
Corporation, a non-profit, public benefit corporation duly organized and existing under and by
virtue of the laws of the State of Califomia (the "Corporation") propose to execute and enter into a
Site and Facilities Lease (the "Site Lease"), whereby the Corporation will lease from the City
certain real property and improvements, including, but not limited to, the Lodi City Hall, the
Carnegie Forum, the existing public safety building, Fire Stations 2 and 3 and the Hutchins Street
Square (as such term is defined in the Site Lease the "Property"); and
WHEREAS, in order to make a portion of the Property available for lease to the
Corporation, the City desires to prepay its lease payment obligations (the "Prior Lease Payments")
under those two certain lease agreements, each between the Corporation and the City and dated
as of October 1, 1995 and as of August 1, 1996, respectively; and
WHEREAS, pursuant to a Lease Agreement (the "Lease"), between the City and the
Corporation, the City will lease the Property from the Corporation and will be obligated to make
lease payments (the "Lease Payments") to the Corporation as rental for the Property; and
WHEREAS, the City desires to approve the financing of the 2002 Project and the
prepayment of the Prior Lease Payments as provided in the Site Lease and the Lease through the
execution and delivery of Certificates of Participation (2002 Public Improvement Financing
Project) (the "Certificates"), evidencing proportionate interests of the owners thereof in the Lease
Payments to be made by the City under the Lease, pursuant to a Trust Agreement (the "Trust
Agreement"), proposed to be executed by the City, the Corporation and such trustee (the
"Trustee") as shall be duly appointed by the City and the Corporation; and
WHEREAS, the City proposes to execute and deliver a Certificate Purchase Contract (the
"Certificate Purchase Contract") with Salomon Smith Barney Inc. (the "Underwriter"), pursuant to
which the Underwriter will purchase the Certificates for reoffering to the public, and to authorize
the execution and distribution of a Preliminary Official Statement, and an Official Statement
pertaining to the Certificates; and
FIN:8000715.3
40490-7 GR1
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 City 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 CITY COUNCIL OF THE CITY OF
LODI, AS FOLLOWS:
Section 1. The City Council hereby specifically finds and determines that the actions
authorized hereby constitute and are with respect to the public affairs of the City and that the
statements, findings and determinations of the City set forth above and in the preambles of the
documents approved herein are true and correct and that the consummation of the transactions
contemplated therein shall result in significant public benefits to the City in that the City expects
to improve the efficient operation of the City's public safety functions and to enhance the City's
public facilities through financing the 2002 Project and prepaying the Prior Lease Payments as
provided in the Site Lease and the Lease.
Section 2. The Site and Facilities Lease, in the form presented at this meeting and on file
with the City Clerk, and the performance by the City of its obligations thereunder, are hereby
approved, and the City Manager and the Finance Director, each acting singly, are hereby
authorized and directed, for and in the name and on behalf of the City, to execute and deliver to
the Corporation the Site and Facilities Lease in substantially said form, with such changes therein
as the officer executing such document may approve, such approval to be conclusively evidenced
by the execution and delivery thereof.
Section 3. The Lease Agreement, in the form presented at this meeting and on file with
the City Clerk, and the performance by the City of its obligations thereunder, are hereby approved,
and the City Manager and the Finance Director, each acting singly, are hereby authorized and
directed, for and in the name and on behalf of the City, to execute and deliver to the Corporation
the Lease Agreement in substantially said form, with such changes therein as the officer
executing such document may approve, such approval to be conclusively evidenced by the
execution and delivery thereof.
Section 4. The Trust Agreement, in the form presented at this meeting and on file with the
City Clerk, and the performance by the City of its obligations thereunder, are hereby approved,
and the City Manager and the Finance Director, each acting singly, are hereby authorized to
appoint a bank or trust company to serve as the Trustee under the Trust Agreement, provided
that such Trustee shall meet the qualifications of a successor Trustee set forth in the Trust
Agreement; and the City Manager and the Finance Director, each acting singly, are hereby further
authorized and directed, for and in the name and on behalf of the City, to execute and deliver to
the Corporation and the Trustee the Trust Agreement in substantially said form, with such
changes therein as such officer executing such document may require or approve, such approval
to be conclusively evidenced by the execution and delivery thereof, provided, that the aggregate
principal amount of the Certificates to be executed and delivered thereunder shall not exceed
$35,000,000, the final principal payment date of the Certificates shall be not later than 35 years
from their date of delivery and the interest component with respect to the Certificates shall not
exceed 8%.
Section 5. The Certificate Purchase Contract, in the form presented at this meeting and
on file with the City Clerk, and the performance of the City of its obligations thereunder, are
hereby approved, and the City Manager and the Finance Director, each acting singly, are hereby
authorized and directed, for and in the name and on behalf of the City, to execute and deliver to
the Underwriter the Certificate Purchase Contract in substantially said form, with such changes
therein as the officer executing such document may approve, such approval to be conclusively
evidenced by the execution and delivery thereof; provided that the Underwriter's discount in
connection with the sale of the Certificates shall not exceed 1.5% of the principal amount of the
Certificates.
Section 6. The Escrow Deposit and Trust Agreement, dated as of January 1, 2002 (the
"1995 Escrow Agreement"), proposed to be executed and entered into by and between the City
and BNY Western Trust Company, as trustee (the "1995 Trustee") under that certain trust
agreement dated as of October 1, 1995, among the City, the Corporation and the 1995 Trustee,
and the Escrow Deposit and Trust Agreement, dated as of January 1, 2002 (the "1996 Escrow
Agreement" and together with the 1995 Escrow Agreement, the "Escrow Agreements"), proposed
to be executed and entered into by and between the City and BNY Western Trust Company, as
trustee (the "1996 Trustee" and together with the 1995 Trustee, the "Prior Trustees") under that
certain trust agreement dated as of August 1, 1996, among the City, the Corporation and the
1996 Trustee, in the forms presented at this meeting and on file with the City Clerk, and the
performance by the City of its obligations thereunder, are hereby approved, and the City Manager
and the Finance Director, each acting singly, are hereby authorized and directed, for and in the
name and on behalf of the City, to execute and deliver to the appropriate Prior Trustee the
applicable Escrow Agreement in substantially said form, with such changes therein as the officer
executing such document may approve, such approval to be conclusively evidenced by the
execution and delivery thereof; provided, however, that nothing in this Resolution shall preclude
the combining of the two Escrow Agreements into a single document.
Section 7. The Preliminary Official Statement, in the form presented at this meeting and
on file with the City Clerk, is hereby approved. The City Manager and the Finance Director, each
acting singly, are hereby authorized and directed to cause the Preliminary Official Statement to be
deemed final for purposes of Rule 15c2-12 of the Securities and Exchange Act of 1934 (the
"Rule") and to be distributed to potential purchasers of the Certificates in substantially the form
presented to this meeting with such changes therein as the officer deeming the Preliminary
Official Statement final for purposes of the Rule and causing the Preliminary Official Statement to
be distributed may approve, such approval to be conclusively evidenced by causing the
Preliminary Official Statement to be distributed.
Section 8. The preparation and delivery of an Official Statement, and its use by the
Underwriter in connection with the offering and sale of the Certificates are hereby approved. The
Official Statement shall be substantially in the form of the Preliminary Official Statement with such
changes therein as the officer executing the Official Statement may approve, such approval to be
conclusively evidenced by such officer's execution and delivery thereof. The City Manager and
the Finance Director, each acting singly, are hereby authorized and directed, for and in the name
and on behalf of the City, to execute and deliver the Official Statement and any amendment or
supplement thereto contemplated by the Certificate Purchase Contract, in the name and on behalf
of the City, and thereupon to cause the final Official Statement and any such amendment or
supplement to be delivered to the Underwriter with such execution being conclusive evidence of
the approval thereof.
Section 9. The Continuing Disclosure Agreement, proposed to be executed and entered
by the City and the Trustee, in the form presented at this meeting and on file with the City Clerk,
and the performance by the City of its obligations thereunder, are hereby approved, and the City
Manager and the Finance Director, each acting singly, are hereby authorized and directed for and
in the name and on behalf of the City to execute and deliver the Continuing Disclosure Agreement
in substantially said form, with such changes therein as the officer executing such document may
require or approve, such approval to be conclusively evidenced by the execution and delivery
thereof.
Section 10. The City Clerk is hereby authorized and directed to attest the signature of the
City Manager or the Finance Director and to affix and attest the seal of the City, as may be
required or appropriate, in connection with the execution and delivery of the Certificates and the
documents approved by this Resolution.
Section 11. The officers of the City are hereby authorized and directed, jointly and
severally, to do any and all things (including the negotiating and obtaining of a municipal bond
insurance policy or reserve fund surety bond with respect to the Certificates if the City Manager or
Finance Director determine that such insurance policy or surety bond will result in savings to the
City) and to execute and deliver any and all documents which they may deem necessary or
desirable in order to consummate the transactions authorized hereby and to consummate the
sale, execution and delivery of the Certificates and otherwise to carry out, give effect to and
comply with the terms and intent of this Resolution, the Site and Facilities Lease, the Lease
Agreement, the Trust Agreement, the Escrow Agreements, the Preliminary Official Statement, the
Official Statement, the Continuing Disclosure Agreement and the Certificates; and all such actions
heretofore taken by such officers are hereby ratified, confirmed and approved.
Section 12. This Resolution shall take effect immediately upon its passage.
Date: January 2, 2002
I hereby certify that Resolution 2002-08 was passed and adopted by the City Council of
the City of Lodi in a regular meeting held January 2, 2002 by the following votes:
AYES: COUNCIL MEMBERS — Howard, Land, Nakanishi, and Mayor Pennino
NOES: COUNCIL MEMBERS — Hitchcock
ABSENT: COUNCIL MEMBERS — None
ABSTAIN: COUNCIL MEMBERS — None
Approved As to Form:
1/444414ca Q
Randall A. Hays
City Attorney
Susan Blackston
City Clerk
2002-08