HomeMy WebLinkAboutResolutions - No. 2004-78A RESOLUTION OF THE CITY COUNCIL OF TAE CITY OF LO!
APPROVING . THEFORM AN INSTALLMENT PURCHASE CONTRACT,
A CE.RTIFICATE PURCHASE CONTRACT, A PRELIMINARY OFFICIAL
STATEMENT, 1 --CLOSURE AGREEMENT RELATING
TO WASTEWATER SYSTEM REVENUE CERTIFICATES OF PARTICIPATION,
2004 SERIES A; AND APPROVING 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"), owns and operates a
municipal wastewater system (the "System"), to provide for the collection, treatment, and disposal
of wastewater; and
WHEREAS, the City proposes to make certain additions, betterments, extensions,
replacements, and improvements to the System (the "Project'"); and
WHEREAS, the Lodi Public Improvement Corporation (the "Corporation") is a nonprofit
public benefit corporation formed for the purpose of assisting the City in financing capital
improvements such as the Project; and
WHEREAS, the Corporation has agreed to assist the City by acquiring or causing the
acquisition of the Project and selling the Project to the City pursuant to the terms of an Installment
Purchase Contract (the "Installment Purchase Contract'); and
WHEREAS., pursuant to the Installment Purchase Contract, the City will be obligated to
make installment payments (the "Installment Payments") to the Corporation as the purchase price
of the Project; and
WHEREAS, the Corporation will assign certain of its rights under the Installment Purchase
Agreement, including its rights to receive the Installment Payments, to Union Bank of California,
N.A. (the "Trusted pursuant to a Trust Agreement (the 'Trust Agreement") between the
Corporation and the Trustee; and
WHEREAS, pursuant to the Trust Agreement, the Trustee is to execute and deliver City of
Lodi Wastewater System Revenue Certificates of Participation, 2004 Series A (the "Certificates"),
evidencing the proportionate interests of the owners thereof in the fnstaliment Payments; and
WHEREAS, the proceeds of the sale of the Certificates are to be applied, among other
things, to the costs of the Project as provided in the Trust Agreement; and
WHEREAS, the City proposes to prepare and distribute a Preliminary Official Statement
and a final Official Statement in connection with the offer and sale of the Certificates; and
WHEREAS, the City proposes to execute and deliver a Certificate Purchase Contract (the
"Certificate Purchase Contract") with First Albany Capital Inc.(the "Underwriter"), pursuant to which
the Underwriter Will purchase the Certificates for reoffering to the public; 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 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 System through the financing of the Project as provided
in the Installment Purchase Contract and the Trust Agreement.
Section 2. The Installment Purchase Contract, 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, the Finance Director and the Public Works 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 Installment 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 principal
component of the Installment Payments set forth in Exhibit B to the Installment Purchase Contract
shall not exceed Twenty -Nine Million Five Hundred Thousand Dollars ($29,500,000); provided
further that the interest components on the principal components of the Installment Payments set
forth in Exhibit B to the Installment Purchase Contract shall not exceed such rate or rates that the
true interest cost with respect to the Certificates is greater than five percent (5%); and provided
further that no Installment Payment shall be scheduled for payment later than 35 years from the
date of initial delivery of the Certificates.
Section 3. The Certificate Purchase Contract, proposed to be executed and entered into
by and between the City and the Underwriter, 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., the Finance Director and the Public Works 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 ninety-five hundredths (.95)
of one percent of the principal components of the Installment Payments evidenced by the
Certificates,
Section 4. The Preliminary Official Statement, in the form presented at this meeting and on
file with the City Clerk, is hereby approved. The City Manager, the Finance Director and the Public
Works Director, each acting singly, are hereby authorized and directed to cause the Preliminary
Official Statement 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 Rule 1502-12 of the Securities and Exchange Commission
IN
("Rule 15c2-12") may approve, such approval to be conclusively evidenced by such officer
deeming the Preliminary Official Statement ficial for purposes of Rule 1502-12. The City Manager,
the Finance Director and the Public Works Dire0tor, each acting singly, are hereby authorized and
directed to deem the Preliminary Official Statement final for purposes of Rule 1502-12 except for
such intorrnati€ n as may be omitted from the Preliminary Official Statement under Rule 15c2-12.
Section 5. The preparation and delivery of a final 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 fora of the Preliminary Official Statement deemed
final for purposes of Rule 15c2-12 pursuant to Section 4 of this Resolution, with such changes 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, the Finance
Director and the public Works 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.
Section 6. 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, the Finance Director and the Public Works 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 farm, 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 7. The City Clerk is hereby authorized and directed to attest the signature of the
City Manager, the Finance Director, and the Public Works 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 6. Each officer of the City is hereby authorized and directed, acting singly, to do
any and all things (including the negotiating and obtaining of a municipal band insurance policy
and/or reserve fund surety bond with respect to the Certificates if the City Manager, the Finance
Director or the Public Works Director determines that such insurance policy or surety bond is
expected to result in savings to the City) and to execute and deliver any and all documents which
such officer 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 Installment
Purchase Contract, the Certificate Purchase Contract, the Preliminary Official Statement, the
Official Statement and the Certificates; and all such actions heretofore taken by such officers are
hereby ratified, confirmed and approved.
Section 9. This Resolution shall take effect immediately upon its passage.
Dated: April 27, 2004
3
I hereby certify that Resolution No. 2004-78 was passed and adopted by the Lodi City
Council in a special meeting hold April 27, 2004, by the following vote:
AYES: COUNCIL MEMBERS — Beckman, Hitchcock, Howard, Land, and
Mayor Hansen
NOES: COUNCIL MEMBERS — None
Approved As to Form:
Stephen Schwaba.uer
Interim City Attorney
Ll
SUSAN J. BLACKSTON
City Clark