HomeMy WebLinkAboutResolution 72-93 RESOLUTION NO. 72-93
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF ATASCADERO, CALIFORNIA, DETERMINING UNPAID ASSESSMENTS,
PROVIDING FOR THE ISSUANCE OF BONDS
PURSUANT TO THE elIMPROVEMENT BOND ACT OF 1915ol,
APPROVING A PRELIMINARY OFFICIAL STATEMENT,
APPROVING THE FORM OF PURCHASE AGREEMENT, AND
APPROVING THE FORM OF FISCAL AGENCY PROPOSAL
CAMINO REAL IMPROVEMENT PROJECT
WHEREAS, the City Council (the "Council") of the City of Atascadero, California,
(the "City") has heretofore undertaken proceedings pursuant to the "Municipal
Improvement Act of 191311, being Division 12 of the Streets and Highways Code of the
State of California (the "Act");
WHEREAS, this Council has authority to issue bonds upon the unpaid assessments
levied upon lands within a special assessment district described in Resolution of Intention
No. 119-92, adopted November 10, 1992, (the "Resolution of Intention"), for the
acquisition of improvements, said special assessment district known and designated as
"CAMINO REAL IMPROVEMENT PROJECT11 (the "Assessment District");
WHEREAS, said proceedings provided for the issuance of bonds pursuant to the
"Improvement Bond Act of 191511, being Division 10 of the Streets and Highways Code of
the State of California (the "Bond Act"), and it is necessary to establish terms and
provisions of such issuance; and,
WHEREAS, the time within which unpaid assessments were to be paid in cash was
duly waived by all property owners within the Assessment District in the manner provided
by law, and the Treasurer of the City (the "Treasurer") has filed a list of all assessments
which remain unpaid.
NOW, THEREFORE BE IT RESOLVED, by the City Council of the City of
Atascadero as follows:
SECTION 1. That the above recitals are all true and correct.
SECTION 2. Unpaid Assessments. That the assessments now remaining unpaid,
and the aggregate thereof, are as shown on the list entitled "List of Unpaid Assessments",
(the "Unpaid List") referenced by the name of this Assessment District, a copy of which
is, or will be on file in the office of the Treasurer prior to the issuance of any bonds, and
by this reference said list is made a part hereof and is attached hereto as Exhibit "A".
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Page Two
SECTION 3. Parcel Descriptions. That for a particular description of the lots or
parcels of land bearing the respective assessment numbers set forth in said Unpaid List and
upon which assessments remain unpaid, reference is hereby made to the assessment and to
the diagram to be recorded in the office of the City Superintendent of Streets/City
Engineer prior to the issuance of any bonds.
SECTION 4. Issuance of Bonds. That bonds shall be issued in an amount not to
exceed $2,100,000, and upon the security of said unpaid assessments in accordance with
the provisions of the "Bond Act", and under and pursuant to the provisions of said
Resolution of Intention and the proceedings thereunder duly had and taken. The bonds
shall be designated the "City of Atascadero, Limited Obligation Improvement Bonds,
Camino Real Improvement Project" (the "Bonds").
SECTION 5. Registered Bond. Said Bonds shall be issuable as fully registered
Bonds in the denominations set forth in Section 7.
SECTION 6. Date of Bonds. Said Bonds shall be dated the date the Bonds are sold
and delivered, as set forth in the Purchase Agreement as approved according to Section 39
hereof, attached hereto as Exhibit "B", and made a part hereof by this reference (the
"Purchase Agreement").
SECTION 7. MgturitX. The Bonds shall be issued in denominations of $5000, or
any integral multiple thereof, (the "Bond Denomination"), and shall be issued with annual
maturities on September 2, commencing September 2, 1994. The interest rates and
principal amount maturing each year will be as set forth in the Purchase Agreement.
SECTION 8. Interest. Each Bond shall bear interest at the rate or rates specified
in the Purchase Agreement from the interest payment date next preceding the date on
which the Bond is authenticated, unless the Bond is authenticated and registered as of an
interest payment date, in which event it shall bear interest from such interest payment date,
or unless the Bond is authenticated and registered prior to March 2, 1994, in which event
it shall bear interest from its date, until payment of such principal amount shall have been
discharged, at the rates per annum stated in the Purchase Agreement, payable semiannually
on March 2 and September 2 (each being an "Interest Payment Date") in each year,
commencing March 2, 1994.
SECTION 9. Fiscal Agent. Meridian Trust Company of California, is hereby
appointed as Fiscal Agent, Transfer Agent, Registrar and Paying Agent (the "Fiscal
Agent"), upon the terms and conditions contained herein and in the form of Fiscal Agency
Proposal attached hereto as Exhibit "C" and incorporated herein by this reference.
The Fiscal Agent will maintain the registration books for the Bonds, as set forth in
Section 14 hereof, and will register and authenticate the Bonds upon initial issuance as well
as upon the transfer and exchange thereof.
Resolution No. 72-93
Page Three
Principal of and interest on the Bonds will be paid by the Fiscal Agent on each
Interest Payment Date from moneys transferred to the Fiscal Agent by the City.
SECTION 10. Place of Payment. The principal and redemption premium on the
Bonds shall be payable in lawful money of the United States of America,upon presentation
and surrender at the designated office of the Fiscal Agent.
Interest on said Bonds shall be paid by check on each Interest Payment Date to
the registered owner thereof at his or her address as it appears on the books of registration,
or at such address as may have been filed with the Fiscal Agent for that purpose, as of the
fifteenth (15th) day immediately preceding each Interest Payment Date.
SECTION 11. Optional Rede= tp ion. At the option of the County, any Bond, or
a portion thereof if issued in a denomination greater than $5,000, shall be subject to
redemption and payment in advance of maturity in increments of $5,000 as provided in
Section 8768 of the Bond Act, on the 2nd day of March or September in any year, by giving
at least thirty (30) days notice, by registered or certified mail, or by personal service, to the
registered owner thereof at his or her address as it appears on the books of registration
maintained by the Fiscal Agent, upon the payment of one hundred three percent (103%)
of the principal amount of Bonds called for redemption together with accrued interest to
the date of redemption, or date of payment if surrendered earlier.
If less than the entire Bond is redeemed, the unredeemed portion shall be reissued
to the registered owner thereof. Bonds will be selected for redemption in such a way that
the ratio of outstanding Bonds to issued Bonds shall be approximately the same in each
annual series insofar as possible. Within each annual series, Bonds shall be selected by lot.
No interest will accrue on a Bond beyond March 2 or September 2 on which the Bond is
called for redemption. If a Bond is presented for payment and payment is refused because
of lack of available funds, however, the Bond will continue to accrue interest. The
provisions of Part 11.1 of the Bond Act are applicable to the advance payment of
assessments and to the calling of the Bonds for redemption.
SECTION 12. Transfer of Registered Bonds. Any fully registered Bond may, in
accordance with its terms, be transferred upon the books of registration required to be kept
pursuant to the provisions of Section 14 by the owner in whose name it is registered, or by
his or her duly authorized attorney or legal representative, upon surrender of such fully
registered Bonds for registration of such transfer, accompanied by delivery of a written
instrument of transfer in a form approved by the Fiscal Agent and by the owner of said
Bonds, duly executed.
The Fiscal Agent shall require the payment by the Bondholder requesting such
transfer of any tax or other governmental charge required to be paid with respect to such
other transfer and such changes as provided for in the system of registration for registered
debt obligations. No transfer of fully registered Bonds shall be required to be made during
the fifteen (15) days next preceding each Interest Payment Date.
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SECTION 13. Exchange of Registered Bonds. Fully registered Bonds may be
exchanged at the office of the Fiscal Agent, or designated transfer agent/registrar, for a like
aggregate principal amount of Bonds of the same series, interest rate and maturity, subject
to the terms and conditions provided in the system of registration for registered debt
obligations, including the payment of certain charges, if any, upon surrender and
cancellation of said Bonds. Upon such transfer and exchange, a new registered Bond or
Bonds of any authorized denomination or denominations of the same maturity for the same
aggregate principal amount will be issued to the transferee in exchange therefor.
SECTION 14. Books of Registration. There shall be kept by the Fiscal Agent
sufficient books for the registration and transfer of the Bonds and, upon presentation for
such purpose, the Fiscal Agent shall, under such reasonable regulations as it may prescribe,
register or transfer or cause to be registered or transferred, on said register, the Bonds as
hereinbefore provided. The register shall show the series, number, date, amount, rate of
interest and last known holder of each Bond, and the number and amount of each interest
payment made.
SECTION 15. Execution of Bonds. The Bonds shall be executed on behalf of the
City by the Treasurer and by the City Clerk (the "Clerk"), by the manual or facsimile
signature, and the corporate seal shall be reproduced by similar means on the Bonds. The
Bonds shall then be delivered to the Fiscal Agent for authentication and registration. In
case an officer who shall have signed or attested to the Bonds shall cease to be such officer
before the authentication, delivery and issuance of the Bonds, such Bonds nevertheless may
be authenticated, delivered and issued, and upon such authentication, delivery and issue,
shall be as binding as though those who signed and attested the same had remained in
office.
SECTION 16. Authentication. Only the Bonds as shall bear thereon a certificate
of authentication substantially in the form below, manually executed by the Fiscal Agent,
shall be valid or obligatory for any purpose or entitled to the benefits of this Resolution,
and such certificate of the Fiscal Agent shall be conclusive evidence that the Bonds so
authenticated have been duly executed, authenticated and delivered hereunder, and are
entitled to the benefits of this Resolution.
[FORM OF] FISCAL AGENT,S CERTIFICATE OF
AUTHENTICATION AND REGISTRATION
This is one of the Bonds described in the within-mentioned Resolution which has been
authenticated and registered on , 199_.
as Fiscal Agent
By:
Authorized Signatory
Resolution No. 72-93
Page Five
SECTION 17. Negotiability Registration and Transfer of Bonds.The transfer of any
Bond may be registered only upon such books of registration upon surrender thereof to the
Fiscal Agent together with an assignment duly executed by the owner or his or her attorney
or legal representative, in satisfactory form. Upon any such registration of transfer, a new
Bond or Bonds shall be authenticated and delivered in exchange for such Bonds, in the
name of the transferee, of any denomination or denominations authorized by this
Resolution, and in an aggregate principal amount equal to the principal amount of such
Bond or principal amount of such Bond or Bonds so surrendered. In all cases in which
Bonds shall be exchanged or transferred, the Fiscal Agent shall authenticate at the earliest
practical time, Bonds in accordance with the provisions of this Resolution. All Bonds
surrendered in such exchange or registration transfer shall forthwith be cancelled. The
legislative body may make a charge for every such exchange or registration of transfer of
Bonds sufficient to reimburse it for any tax or other governmental charge required to be
paid with respect to such exchange or registration of transfer. The Fiscal Agent shall not
be required to make such exchange or registration of transfer of Bonds during the fifteen
(15) days immediately preceding any Interest Payment Date.
SECTION 18. Ownership of Bonds. The person in whose name any Bond shall be
registered shall be deemed and regarded as the absolute owner thereof for all purposes, and
payment of or on account of the principal and redemption premium, of any such Bond, and
the interest on any such Bond, shall be made only to or upon the order of the registered
owner thereof or his or her legal representative. All such payments shall be valid and
effectual to satisfy and discharge the liability upon such Bonds, including the redemption
premium, and interest thereon, to the extent of the sum or sums so paid.
SECTION 19. Mutilated, Destroyed. Stolen or Lost Bonds. In case any Bond
secured hereby shall become mutilated or be destroyed, stolen or lost, the Council shall
cause to be executed and authenticated a new Bond of like date and tenor in exchange and
substitution for and upon the cancellation of such mutilated Bond or in lieu of and in
substitution for such Bond destroyed, stolen or lost, upon the owner's paying the
reasonable expenses and charges in connection therewith, and, in the case of a Bond
destroyed, stolen or lost, his or her filing with the Fiscal Agent of evidence satisfactory to
it that such Bond was destroyed, stolen or lost, and of his or her ownership thereof, and
furnishing the Fiscal Agent, with indemnity satisfactory to it.
SECTION 20. Cancellation of Bond. All Bonds paid or redeemed, either at or
before maturity, shall be cancelled upon the payment or redemption of such Bonds, and
shall be delivered to the Fiscal Agent when such payment or redemption is made. All
Bonds cancelled under any of the provisions of this Resolution shall be destroyed by the
Fiscal Agent.
SECTION 21. Book-Entry 54tem. The Bonds shall be initially executed and
delivered in the form of a single, fully registered Bond for each maturity (which may be
typewritten). Upon initial execution and delivery, the ownership of such Bonds shall be
registered in the name of the Nominee identified below as nominee of The Depository
Trust Company, New York, New York, and its successors and assigns (the "Depository").
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Except as hereinafter provided, all of the Outstanding Bonds shall be registered in the name
of the nominee of the Depository, which may be the Depository, as determined from time
to time pursuant to this Section (the "Nominee").
With respect to the Bonds registered in the name of the Nominee, neither the City
nor the Fiscal Agent shall have any responsibility or obligation to any broker-dealers, banks
and other financial institutions from time to time for which the Depository holds Bonds as
securities depository (the "Participant") or to any person on behalf of which such a
Participant holds an interest in the Bonds. Without limiting the immediately preceding
sentence, neither the City nor the Fiscal Agent shall have any responsibility or obligation
(unless the City is at such time the Depository) with respect to (i) the accuracy of the
records of the Depository, the Nominee, or any Participant with respect to any ownership
interest in the Bonds, (ii) the delivery to any Participant or any other person, other than
an Owner of a Bond as shown in the Registration Books, of any notice with respect to the
Bonds, including any notice of redemption, (iii) the selection by the Depository and its
Participants of the beneficial interests in the Bonds to be redeemed in the event the City
redeems the Bonds in part, or (iv) the payment to any Participant or any other person,
other than an Owner of a Bond as shown in the Registration Books, of any amount with
respect to principal or interest, and the Maturity Amount or Accreted Value, as applicable,
and premiums, if any, with respect to the Bonds. The City and the Fiscal Agent may treat
and consider the person in whose name each Bond is registered as the holder and absolute
Owner of such Bond for the purpose of payment of principal and interest, and the Maturity
Amount or Accreted Value, as applicable, and premiums, if any, with respect to such Bond,
for the purpose of giving notices of prepayment if applicable, and other matters with respect
to such Bond, for the purpose of registering transfers with respect to such Bond, and for
all other purposes whatsoever. The City shall pay all principal and interest, and the
Maturity Amount or Accreted Value, as applicable, and premiums, if any, with respect to
the Bonds only to or upon the order of the respective Owner of a Bond, as shown in the
Registration Books, or its respective attorney duly authorized in writing, and all such
payments shall be valid and effective to fully satisfy and discharge the City's obligations
with respect to payment of principal and interest, and the Maturity Amount or Accreted
Value, as applicable, and premiums, if any, with respect to the Bonds to the extent of the
sum or sums so paid. No person other than an Owner of a Bond, as shown in the
Registration Books, shall receive a Bond evidencing the obligation of the City to make
payments of principal and interest, ,and the Maturity Amount or Accreted Value, as
applicable, pursuant to this Resolution. Upon delivery by the Depository to the Owners of
the Bonds, and the City of written notice to the effect that the Depository has determined
to substitute a new nominee in place of the Nominee, and subject to the provisions herein,
the word Nominee in this Resolution shall refer to such nominee of the Depository.
In order to qualify the Bonds for the Depository's book-entry system, the City is
executing and delivering to the Depository the Letter of Representations. The execution
and delivery of the Letter of Representations shall not in any other way limit the provisions
of this Section or in any other way impose upon the City any obligation whatsoever with
respect to persons having interests in the Bonds other than the Owners of the Bonds,
Resolution No. 72-93
Page Seven
as shown on the Registration Books. In addition to the execution and delivery of the Letter
of Representations, the City shall take such other actions, not inconsistent with this
Resolution, as are reasonably necessary to qualify the Bonds for the Depository's book-
entry program.
In the event (i) the Depository determines not to continue to act as securities
depository for the Bonds, or (ii) the Depository shall no longer so act and gives notice to
the City of such determination, then the City will discontinue the book-entry system with
the Depository. If the City determines to replace the depository with another qualified
securities depository, the City shall prepare or direct the preparation of a new, single,
separate, fully registered Bond, per maturity, registered in the name of such successor or
substitute qualified securities depository or its nominee. If the City fails to identify another
qualified securities depository to replace the Depository, then the Bonds shall no longer be
restricted to being registered in the Registration Books in the name of the Nominee, but
shall be registered in whatever name or names owners of the Bonds transferring or
exchanging Bonds shall designate, in accordance with the provisions of this Resolution, and
the City shall prepare and deliver Bonds to the Owners thereof for such purpose.
In the event of a reduction in aggregate principal amount of Bonds Outstanding or
an advance refunding of part of the Bonds Outstanding, the Depository, in its discretion,
(a) may request the City to prepare and issue a new Bond or (b) may make an appropriate
notation on the Bond indicating the date and amounts of such reduction in principal, but
in such event the City records maintained by the Fiscal Agent shall be conclusive as to what
amounts are Outstanding on the Bond, except in the case of final maturity, in which case
the Bond must be presented to the Fiscal Agent prior to payment.
Notwithstanding any other provision of this Resolution to the contrary, so long as any
Bond is registered in the name of the Nominee, all payments of principal and interest, and
Maturity Amount or Accreted Value, as applicable, and premiums, if any, with respect to
such Bond and all notices with respect to such Bonds shall be made and given, respectively,
as provided in the Letter of Representations or as otherwise instructed by the Depository
and acceptable to the City.
The initial Nominee shall be Cede & Co., as Nominee of the Depository.
SECTION 22. Acquisition Fund. The Acquisition Fund shall be established and
maintained by the City. The proceeds from the sale of the Bonds, after deposit of required
amounts in the Reserve Fund and Redemption Fund (as defined below), shall be placed
in the fund hereby created, pursuant to Sections 10602 and 10424 of the California Streets
and Highways Code, as amended, which shall be called the "City of Atascadero, Camino
Real Improvement Project-Acquisition Fund" (the "Acquisition Fund"), and the monies
in the Acquisition Fund shall be used only for purposes authorized in said assessment
proceedings.
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Page Eight
Except as expressly authorized by Section 36 of this resolution, the City shall disburse
moneys from the Acquisition Fund only upon receipt of a requisition of the City, signed
by the City Manager, City Finance Director, Treasurer, Administrative Services Director,
City Attorney, or any other officer of the City duly authorized by any of the foregoing
officers to sign said requisition. Said requisition shall state all of the following:
1. The amount of the request;
2. The purposes for which the money will be used;
3. The fact that said purposes are authorized under the assessment proceedings;
4. That said amount does not exceed the amount contemplated for such purposes
under the assessment proceedings; and
5. That the officer executing the requisition is authorized to do so under this
Resolution.
Each requisition shall be sequentially numbered and no amounts may be disbursed
from the Acquisition Fund except upon receipt of said requisition.
Any investment earnings on amounts on deposit in the Acquisition Fund shall be
used for the purposes set forth in the assessment proceedings, subject to any rebate to the
federal government, which rebate calculations will be made by the City in accordance with
the Non-Arbitrage Certificate and the Rebate Certificate, to be executed the day the Bonds
are sold and delivered (the "Closing Date").
SECTION 23. Redemption Fund. The Redemption Fund shall be established and
maintained by the Fiscal Agent. Principal of and interest on said Bonds shall be paid only
out of the Redemption Fund created pursuant to Section 8671 of the Bond Act, which shall
be called the "City of Atascadero, Camino Real Improvement Project-Redemption Fund"
(the "Redemption Fund"). Payment of the Bonds at maturity, or at redemption prior to
maturity, and all interest and premiums on the Bonds shall be paid from the Redemption
Fund. In all respects not recited herein, said Bonds shall be governed by the provisions of
the Bond Act.
SECTION 24. Reserve Fund. The Reserve Fund shall be established and
maintained by the Fiscal Agent. There shall be deposited into the Reserve Fund the
amount of the Reserve Requirement, as defined below and in Section 148 of the Internal
Revenue Code of 1986, or the Regulations promulgated thereunder, which shall be called
the "City of Atascadero, Camino Real Improvement Project-Reserve Fund (the "Reserve
Fund"). Subject to any rebate to the federal,government, all investment earnings on the
Reserve Fund will remain in the Reserve Fund and be used for the purposes set forth
below; provided, however, that under no circumstances shall the Reserve Fund exceed the
Reserve Requirement. The Reserve Requirement is defined as the lesser of(i) ten percent
of the proceeds (as said term is defined in Section 148 of the Internal Revenue Code of
1986, or the regulations promulgated thereunder) of the Bonds, (ii) 125% of the average
annual debt service on the Bonds, or (iii) maximum annual debt service on the Bonds (the
"Reserve Requirement").
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Page Nine
A. Whenever there are insufficient funds in the Redemption Fund to pay the
next maturing installment of principal of or interest on the Bonds, and to the extent that
the Sinking Fund is not available for whatever reason, an amount necessary to make up
such deficiency will be transferred from the Reserve Fund, to the extent of available funds,
to the Redemption Fund in accordance with the Bond Act. The amount so advanced shall
be reimbursed to the Reserve Fund from the proceeds of redemption or sale of the parcel
for which payment of delinquent assessment installments was made from the Reserve Fund.
B. If any assessment or any portion thereof is prepaid prior to the final maturity
of the Bonds, the amount of principal of the assessment to be prepaid will be reduced. The
proportional reduction of the assessment shall equal the ratio of the total amount initially
provided for the Reserve Fund to the total amount originally assessed in the improvement
proceedings. The reduction in the amount of principal prepaid shall be compensated for
by a transfer of like amount from the Reserve Fund to the Redemption Fund.
C. The amounts deposited in the Reserve Fund shall never exceed the Reserve
Requirement, and, except to the extent, if any, required for rebate to the federal
government, all proceeds from investment of moneys on deposit in the Reserve Fund in
excess of the Reserve Requirement will be transferred to the Redemption Fund, on each
Interest Payment Date, and credited upon the Assessment District assessments.
D. When the amount in the Reserve Fund equals or exceeds the amount
required to retire the remaining unmatured Bonds (whether by advance retirement or
otherwise), the amount of the Reserve Fund shall be transferred to the Redemption Fund,
and the remaining installments of principal and interest not yet due from assessed property
owners shall be cancelled without payment, subject to satisfaction of the Fiscal Agent and
Treasurer.
SECTION 25. Investment of Moneys. Subject to certain tax covenants described
below and contained in the Non-Arbitrage Certificate and the Rebate Certificate, to be
executed on the Closing Date, the Fiscal Agent shall invest the Redemption Fund and
Reserve Fund in accordance with the City's investment policies. All investment earnings
shall be credited to the fund in which they were earned, and said investment earnings may
be applied for the purposes of such fund, subject to certain requirements regarding rebate
to the federal government, if any.
SECTION 26. Surplus Acquisition Fund Moneys. The City hereby covenants that
any proceeds remaining in the Acquisition Fund shall be used to reimburse the Assessment
District according to Sections 10427 and 10427.1 of the Act and in conformity with the
Engineer's Report for the Assessment District which is on file in the City Clerk's office
for further particulars.
SECTION 27. Covenant to Foreclose. The City hereby covenants that upon default
of any assessment payment due, it will cause foreclosure proceedings to be brought within
one hundred fifty (150) days of such default and thereafter diligently prosecute such
proceedings to completion.
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Page Ten
SECTION 28. Books and Accounts: Financial Statement. The City will keep, or
cause to be kept, proper books of record and accounts, separate from all other records and
accounts of the City in which complete and correct entries shall be made of all transactions
relating to the project.
SECTION 29. Further Assurances. The City will adopt, make, execute and deliver
any and all such further resolutions, instruments and assurance as may be reasonably
necessary or proper to carry out the intention or to facilitate the performance of this
Resolution, and for the better assuring and confirming unto the Owners of the Bonds of the
rights and benefits provided in this Resolution.
SECTION 30. Tax Covenants. The City covenants to satisfy certain restrictions
which relate to conditions precedent to the issuance of tax-exempt obligations, as contained
in the Non-Arbitrage Certificate and the Rebate Certificate, to be executed on the Closing
Date, and said covenants are incorporated herein by reference.
SECTION 31. Supplemental Resolutions Effective Without Consent of the Owners.
The City may from time to time, and at any time, without notice to or consent of any of the
Bondowners, adopt resolutions or orders supplemental to this Resolution for any of the
following purposes:
(a) to cure any ambiguity, to correct or supplement any provision in this Resolution
which may be inconsistent with any other provision in this Resolution, or to make any other
provision with respect to matters or questions arising under this Resolution or in any
additional resolution or order, provided that such action shall not adversely affect the
interest of the Bondowners;
(b) to add to the covenants and agreements of and the limitations and the
restrictions upon the City contained in this Resolution, other covenants, agreements,
limitations and restrictions to be observed by the City which are not contrary to or
inconsistent with this Resolution as theretofore in effect or are necessary to ensure that the
interest on the Bonds remains excludable from gross income for federal income tax
purposes; and
(c) to modify, alter, amend or supplement this Resolution in any other respect
which is not adverse to the interests of the Bondowners.
SECTION 32. Sunnlemental Resolutions Effective With Consent of the Owners.
Any modification or amendment of this Resolution and of the rights and obligations of the
City and of the Owners of the Bonds, in any particular, may be made by a supplemental
resolution, with the written consent of the Owners of at least sixty percent (60%) in
aggregate principal amount of the Bonds Outstanding at the time such consent is given. No
such modification or amendment shall permit a) any extension of the maturity date of the
principal of, or the payment date of interest on, any Bond, b) a reduction in the principal
amount of, or the redemption premium on, any Bond or the rate of interest thereon, c) a
preference or priority of any Bond or Bonds, or d) a reduction in the aggregate principal
Resolution No. 72-93
Page Eleven
amount of the Bonds the Owners of which are required to consent to such modification or
amendment without the consent of all the Owners of such Bonds, or shall change or modify
any of the rights or obligations of the Fiscal Agent without its written assent thereto.
SECTION 33. Removal of Fiscal Agent. The City may at any time at its sole
discretion remove the Fiscal Agent initially appointed, and any successor thereto, by
delivering to the Fiscal Agent a written notice of its decision to remove the Fiscal Agent
and may appoint a successor or successors thereto; provided that any such successor, other
than the Treasurer, shall be a bank or trust company having a combined capital (exclusive
of borrowed capital) and surplus of at least ten million dollars ($10,000,000), and subject
to supervision or examination by federal or state authority. Any removal shall become
effective only upon acceptance of appointment by the successor Fiscal Agent. If any bank
or trust company appointed as a successor publishes a report of condition at least annually,
pursuant to law or to the requirements of any supervising or examining authority above
referred to, then for the purposes of this section the combined capital and surplus of such
bank or trust company shall be deemed to be its combined capital and surplus as set forth
in its most recent report of condition so published.
SECTION 34. Resignation of Fiscal Agent. The Fiscal Agent may at any time
resign by giving written notice to the City and by giving to the Owners notice of such
resignation, which notice shall be mailed to the Owners at their addresses appearing in the
registration books in the office of the Fiscal Agent. Upon receiving such notice of
resignation, the City shall promptly appoint a successor Fiscal Agent by an instrument in
writing. Any resignation or removal of the Fiscal Agent and appointment of a successor
Fiscal Agent shall become effective only upon acceptance of appointment by the successor
Fiscal Agent. Unless a successor Fiscal Agent shall have been appointed by the City and
shall have accepted its appointment within 90 days after the resignation or removal of the
Fiscal Agent, as aforesaid, the Fiscal Agent may petition a court of competent jurisdiction
to appoint a Fiscal Agent to fill such vacancy.
SECTION 35. Order to Print and Authenticate Bonds. The Treasurer is hereby
instructed to immediately cause Bonds, as set forth above, to be printed,and to proceed to
cause said Bonds to be authenticated and delivered to an authorized representative of the
purchaser,upon payment of the purchase price as set forth in the Purchase Agreement fully
executed by the City.
SECTION 36. Performance of Duties by Officers. Each and every officer of the
City is authorized to perform his or her services on behalf of the City. The City Manager,
or his or her written designee, is authorized to pay the costs of such services and all other
costs necessary to effect the issuance of the Bonds. Such services and costs shall include,
but not limited to, engineering services, costs to print the Bonds, costs to print the
Preliminary Official Statement and Official Statement, Bond Counsel services, Fiscal Agent
services, costs to prepare Auditor's Records, and any other services appropriate for the
issuance of the Bonds. These costs shall be paid only from monies on deposit in the
Acquisition Fund.
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SECTION 37. Ratification of Previous Actions: Future Actions. All actions
heretofore taken by officers and agents of the City with respect to the sale and issuance of
the Bonds are hereby approved, confirmed and ratified, and the City Manager, Treasurer,
Administrative Services Director, City Attorney, or any other officers of the City duly
authorized by the foregoing officer are hereby authorized and directed to take any actions
and execute and deliver any and all documents as are necessary to accomplish the issuance,
sale, and delivery of the Bonds in accordance with the provisions of this Resolution and the
fulfillment of the purposes of the Bonds as described in this Resolution. In the event that
the Mayor is unavailable to sign any document authorized for execution herein, the City
Manager, City Attorney, or the Treasurer is hereby authorized to sign such document. Any
document authorized hereby to be signed by the Clerk may be signed by a duly appointed
deputy clerk.
SECTION 38. Approval of the Preliminary Official Statement. The City hereby
approves the Preliminary Official Statement describing the Bonds, in substantially the form
submitted by M. L. Stern & Co., Inc. (the "Underwriter") and on file with the Clerk, a
form copy of which is attached to this resolution as Exhibit "D". The City hereby
authorizes the distribution of a final Preliminary Official Statement relating to the Bonds
(the "Official Statement") by the Underwriter, and the execution of a certificate complying
with Rule 15c2-12 of the Securities and Exchange Commission by an authorized City
official. The Mayor, City Manager, City Attorney, Administrative Services Director, or
Treasurer are hereby authorized and directed to approve any changes in or additions to a
final form of said Preliminary Official Statement whose execution thereof shall be
conclusive evidence of approval of any such changes and additions.
SECTION 39. Approval of the Purchase Agreement. The City hereby approves the
Purchase Agreement, in substantially the form submitted by the Underwriter, a copy of
which is attached to this resolution, provided the total principal amount of Bonds to be
issued does not exceed$2,100,000, the average interest rate shall not exceed 8%per annum,
and the term of the Bonds shall not exceed 25 years from the 2nd day of September next
succeeding 12 months from the date of the Bonds. The Mayor, City Manager, City
Attorney, or the Treasurer is hereby authorized and directed to approve any changes in or
additions to a final form of said Purchase Agreement approved by the Mayor, the City
Manager, City Attorney, Administrative Services Director, or the Treasurer, including, but
not limited to, interest rates, principal maturities, Underwriter's discount, and the date of
the Bonds, whose execution thereof shall be conclusive evidence of approval of any such
changes and additions.
SECTION 40. Other Officers. That the officers responsible for the execution of any
of the agreements, orders, or covenants contained in any of the foregoing Sections or in any
other document heretofore approved in these proceedings are hereby authorized and
directed to take any actions and execute and deliver any and all further documents,
agreements or certificates as are necessary to accomplish the issuance and sale of the
Bonds.
Resolution No. 72-93
Page Thirteen
On motion by Councilperson Nimmo and seconded by Councilperson Bewley, the
foregoing Resolution is hereby adopted in its entirety on the following roll call vote:
AYES: Councilmembers Bewley, Borgeson, Luna, Nimmo and Mayor Kudlac
NOES: None
ABSENT: None
ADOPTED: June 22, 1993
ATTEST:,,, CITY OF ATASCADERO
By: �r
LEE OI C' y ClerkUD C, Mayor
APPROVED AS TO FORM:
AR HER R. MONTAikrney
Resolution No. 72-93
Exhibit A
Page One
EXHIBIT $#A"
LIST OF UNPAID ASSESSMENTS
Name of Diagram Assessor I s
Owner Assessment No. Parcel No. Assessment
Camino Real Fashion Outlet 1 049-141-026 $ 421,470.00
7544 Morro Road
Atascadero, California 93422
Golden West Del Rio Corp. 2 049-141-030 $ 425,670.00
7544 Morro Road
Atascadero, California 93422
Golden West Del Rio Corp. 3 049-141-041 $ 418,950.00
7544 Morro Road
Atascadero, California 93422
HI Rosenkrantz 4 049-141-040 $ 420,000.00
22924 Blue Bird Drive
Calabasas, California 91302
Del Rio Enterprises 5 049-141-036 $ 311,430.00
3190 Colima Road
Atascadero, California 93422
Del Rio Enterprises 6 049-141-037 $ 102,480.00
3190 Colima Road
Atascadero, California 93422
TOTAL ASSESSMENT: $2,100,000.00
Resolution No. 72-93
Exhibit B
Page
EXHIBIT vvBvv
FORM OF PURCHASE AGREEMENT
(to come)
Resolution No. 72-93
Exhibit C
Page
EXHIBIT ,Cot
FORM OF FISCAL AGENCY PROPOSAL
(to come)
Resolution No. 72-93
Exhibit D
Page
EXHIBIT I'D$$
FORM OF PRELIMINARY OFFICIAL STATEMENT
(to come)