HomeMy WebLinkAboutResolutions - No. 2012-125RESOLUTION NO. 2012-125
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LODI
APPROVING DOCUMENTS AND ACTIONS RELATING TO THE
REFINANCING OF 2002 CERTIFICATES OF PARTICIPATION
WHEREAS, the City of Lodi (the "City',) has previously entered into a Trust
Agreement dated as of January 1, 2002, with the Lodi Public Improvement Corporation
and U.S. Bank National Association, as successor trustee, under which $26,745,000
aggregate principal amount of Certificates of Participation (2002 Public Improvement
Financing Project) (the "2002 Certificates")were executed and delivered for the purpose
of financing and refinancing various municipal facilities of the City; and
WHEREAS, in order to take advantage of prevailing bond market conditions, the
City Council wishes to authorize the refinancing of the 2002 Certificates; and
WHEREAS, to that end, the City has proposed to lease the real property
constituting its new police building and Carnegie Forum, including land and
improvements (the "Leased Property") to the Lodi Public Financing Authority (the
"Authority") in consideration of the payment by the Authority of an upfront rental
payment which is sufficient to provide funds to refinance the 2002 Certificates; and
WHEREAS, in order to raise funds for such purpose, the Authority proposes to
issue and sell its Lodi Public Financing Authority 2012 Refunding Lease Revenue Bonds
in the aggregate principal amount of not to exceed $20,000,000 (the "Refunding Bonds")
under Article 4 of Chapter 5, Division 7, Title 1 of the Government Code of the State of
California, commencing with Section 6584 of said Code (the "Bond Law"); and
WHEREAS, in order to secure the payments of principal of and interest on the
Refunding Bonds, the Authority proposes to lease the Leased Property back to the City
under a Lease Agreement (the "Lease Agreement"), under which the City is obligated to
pay semiannual lease payments as rental for the Leased Property, and the Authority will
assign substantially all of its rights under the Lease Agreement to U.S. Bank National
Association, as trustee for the Refunding Bonds; and
WHEREAS, the City Council wishes at this time to approve all proceedings to
which it is a party relating to the issuance and sale of the Refunding Bonds and the
refinancing of the 2002 Certificates.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Lodi
as follows:
SECTION 1 _ Issuance of Refunding Bonds. The City Council hereby approves
the issuance of the Refunding Bonds by the Authority under the Bond Law in the
maximum principal amount of $20,000,000 for the purpose of providing funds to
refinancethe 2002 Certificates.
SECTION 2. Approval of Related Financing Agreements. The City Council
hereby approves each of the following agreements required for the issuance and sale of
the Refunding Bonds and the refinancing of the 2002 Certificates, in substantially the
respective forms on file with the City Clerk together with any changes therein or
additions thereto deemed advisable by the City Manager, the Deputy City
Manager/Internal Services Director or the City Attorney (each, an "Authorized Officer"),
whose execution thereof shall be conclusive evidence of the approval of any such
changes or additions. An Authorized Officer is hereby authorized and directed for and
on behalf of the City to execute, and the City Clerk is hereby authorized and directed to
attest, the final form of each such agreement, as follows:
• Site Lease, between the City as lessor and the Authority as lessee,
under which the City leases the Leased Property to the Authority in
consideration of the payment of an amount which will be applied by
the City to refinance the 2002 Certificates.
• Lease Agreement, between the Authority as lessor and the City as
lessee, under which the Authority leases the Leased Property back to
the City and the City agrees to pay semiannual lease payments which
are sufficient to provide revenues with which to pay principal of and
intereston the Refunding Bonds when due; and
• Escrow Deposit and Trust Agreement, between the City and the
successor trustee for the 2002 Certificates, providing the deposit,
investment and application of funds to refinance the 2002 Certificates.
• Continuina Disclosure Certificate, to be executed by the City.
SECTION 3. Negotiated Sale of Refunding Bonds. The City Council hereby
approves the negotiated sale of the Refunding Bonds by the Authority to JP Morgan and
Stifel, Nicolaus & Company, Incorporated dba Stone & Youngberg, a Division of Stifel
Nicolaus (collectively, the "Underwriter'). The Refunding Bonds shall be sold pursuant to
the terms and provisions of a Bond Purchase Agreement among the Authority, the City
and the Underwriter in substantially the form on file with the City Clerk together with any
changes therein or additions thereto deemed advisable by an Authorized Officer. The
Refunding Bonds shall be sold at such price and shall bear interest at such rates as
shall produce a minimum net present value savings to the City of at least 3% of the
principal amount of the outstanding 2002 Certificates, as such savings shall be verified
and conclusively determined by the City's Financial Advisor (the "Minimum Savings
Requirement"). The Underwriter's discount shall not exceed 1.0%.
SECTION 4. Official Statement. The City Council hereby approves the
preliminary Official Statement describing the Refunding Bonds in substantially the form
on file with the City Clerk. The City Manager is hereby authorized and directed to
approve any changes in or additions to said preliminary Official Statement and to
execute an appropriate certificate stating the City Manager's determination that the
preliminary Official Statement (together with any changes therein or additions thereto)
has been deemed nearly final within the meaning of Rule 15c2-12 of the Securities
Exchange Act of 1934. Distribution of the preliminary Official Statement by the
Underwriter is hereby approved. The City Manager 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 the City Manager shall be conclusive evidence of approval of any
such changes and additions. The City Council hereby authorizes the distribution of the
final Official Statement by the Underwriter. The final Official Statement shall be
executed on behalf of the City by the City Manager.
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SECTION 5. Official Actions. The Mayor, the Deputy City Manager/Internal
Services Director, the City Attorney, the City Clerk and all other officers of the City are
each authorized and directed on behalf of the City to make any and all leases,
assignments, certificates, requisitions, agreements, notices, consents, instruments of
conveyance or termination, warrants and other documents, which they or any of them
deem necessary or appropriate in order to consummate any of the transactions
contemplated by the agreements and documents approved under this Resolution. An
Authorized Officer may revise the identity of the Leased Property as necessary in order
to accomplish the purposes of this Resolution. Whenever in this Resolution 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 on his or her behalf in the case such officer is
absent or unavailable.
SECTION 6. Effective Date. This Resolution shall take effect immediately upon
its passage and adoption.
Dated: August 1, 2012
Mayor
hereby certify that Resolution No. 2012-125 was passed and adopted by the
City Council of the City of Lodi in a regular/special joint meeting held August 1, 2012, by
the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
COUNCIL MEMBERS — Hansen, Johnson, Katzakian, Nakanishi,
and Mayor Mounce
COUNCIL MEMBERS — None
COUNCIL MEMBERS — None
COUNCIL MEMBERS — None
2012-125
RANDIJOHL
City Clerk