HomeMy WebLinkAboutResolution No. 08-C0400 0
RESOLUTION NO. 08-C40
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF AZUSA
PROVIDING FOR THE ISSUANCE OF ONE OR MORE SERIES OF CITY OF
AZUSA TAXABLE PENSION OBLIGATION BONDS, AND APPROVING
THE FORMS OF AND AUTHORIZING THE EXECUTION. AND DELIVERY
OF AN INDENTURE RELATING THERETO, AND AUTHORIZING A
VALIDATION ACTION AND AUTHORIZING CERTAIN OTHER ACTIONS
IN CONNECTION THEREWITH
WHEREAS, the City Council of the City of Azusa (the "City Council" and the "City",
respectively) adopted a retirement plan pursuant to the Public Employees' Retirement Law,
commencing at Section 20000 of the Government Code of the State of California, as amended
(the "PERS Law"); and
WHEREAS, among other things, the PERS Law obligates the City (1)'to amortize the
unfunded accrued actuarial liability to the California Public Employees' Retirement System
(including any successor system established by the State of California, (the "State Retirement
System"), with respect to pension benefits for its employees who are members thereof; and (2) to
make annual contributions to the State Retirement System to fund pension benefits for said
employees; and
WHEREAS, the obligation of the City to pay its unfunded accrued actuarial liability to
the State Retirement System and its normal annual contribution to the State Retirement System
for its police, fire and miscellaneous pension plans (collectively, the "PERS Obligation") is
evidenced by a contract between the City and the State Retirement System, dated as of December
20, 1948, as amended thereafter from time to time (collectively, the "PERS Contract"); and
WHEREAS, as of June 30, 2008, based upon the actuarial report of the State Retirement
System, the City will have an obligation of approximately $7,763,106 for public safety and
approximately $6,000,000 for miscellaneous pursuant to the PERS Law as an unfunded accrued
actuarial liability of the State Retirement System; and
WHEREAS, the City currently has a normal annual contribution obligation of
approximately $819,179 for public safety and $1,182,907 for miscellaneous which annual
contribution does not include payments for the unfunded accrued actuarial liability obligation;
and
WHEREAS, the City desires to issue its taxable pension obligation bonds in one or more
series (the "Series 2008 Bonds") in an aggregate principal amount equal to the sum of (a) the
principal amount not to exceed the total amount of the PERS Obligation relating to the public
safety plan, (b) the costs of issuance of the Series 2008 Bonds (including underwriters' discount),
and (c) the original issue discount (if any) on the Series 2008 Bonds, for the purpose of refunding
the PERS Contract and thereby providing funds to the State Retirement System for investment;
and
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WHEREAS, the City desires to authorize the issuance of additional pension obligation
bonds (the "Additional Bonds," and together with the Series 2008 Bonds, the "Bonds") for the
purpose of refunding any additional PERS Obligations, in the future from time to time; and
WHEREAS, there has been presented to this meeting the form of an Indenture proposed
to be entered into by and between the City and Wells Fargo Bank, National Association, as trustee
(the "Trustee"), relating to the Bonds (the "Indenture"); and
WHEREAS, this Council desires to authorize and direct the execution of certain
documents and the issuance of the Bonds; and
WHEREAS, the City has full legal right, power and authority under the Constitution and
the laws of the State of California to enter into the transactions hereinafter authorized.
THE CITY COUNCIL OF THE CITY OF AZUSA, CALIFORNIA, DOES
HEREBY RESOLVE AS FOLLOWS:
SECTION 1. Recitals. The foregoing recitals are true and correct and this Council
hereby so finds and determines.
SECTION 2. Findings. The Council hereby finds and declares that the issuance of the
Bonds to refund the PERS Contract relating to the public safety plan and the other actions
contemplated hereby are in the best interests of the City and are expected, based on investment
and other assumptions, to result in significant savings to the taxpayers of the City.
SECTION 3. Issuance of Bonds. The Council hereby authorizes and approves the
issuance of the Series 2008 Bonds to refund the PERS Contract relating to the public safety plan
and the issuance of Additional Bonds from time to time to refund any additional PERS
Obligations, and the Council hereby authorizes and directs any of the Mayor, the Mayor Pro Tem
and the City Manager of the City (each, an "Authorized Officer") to execute the Series 2008
Bonds and the City Clerk of the City (the "City Clerk") to affix and attest the seal of the City
thereto and to cause the Series 2008 Bonds to be authenticated and delivered in accordance with
the Indenture; provided, that the aggregate principal amount of the Series 2008 Bonds (which in
no event shall exceed ten million dollars ($10,000,000) net of the original issue discount (if any)
on the Series 2008 Bonds) shall not exceed the sum of the unpaid principal amount of the PERS
Obligation, plus the underwriter's discount on the Series 2008 Bonds and plus the original issue
discount (if any) on the Series 2008 Bonds and plus the costs of issuance of the Series 2008
Bonds (including any bond insurance premiums and administrative cost related to the Series
2008 Bonds); and provided further, that the interest rate on the Series 2008 Bonds shall not
exceed six and one-half percent (6.50%) per annum; and provided further, that the Series 2008
Bonds shall mature not later than thirty (30) years from their date of issuance. The Series 2008
Bonds shall be in substantially the forms set forth in the Indenture, with such changes therein,
deletions therefrom and additions thereto as an Authorized Officer, or said officer's designee,
shall approve as provided herein, such approval to be conclusively evidenced by the execution
and delivery of the Series 2008 Bonds. Any Bonds may (as determined by an Authorized
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Officer or said officer's designee), be issued as fixed rate bond, auction rate securities, variable
rate bonds, indexed notes, current interest bonds, deferred interest bonds, capital appreciation
bonds, convertible capital appreciation bonds, embedded cap bonds, equity participation bonds
or synthetic or hedged fixed rate bonds (or any combination of the foregoing) and may have
applicable call features, base rates, variable rate determination methods, index maturities,
spreads, spread multipliers, authorized denominations, payment date, applicable indexes and
other variable items related thereto and may use credit enhancement (including, but not limited
to, bond insurance, letters of credit and surety bonds). The City is obligated to satisfy its
obligations under the Bonds from any lawfully available funds of the City.
SECTION 4. The Indenture. The City is hereby authorized to enter into the Indenture
with the Trustee, and an Authorized Officer, or said officers, is hereby authorized and directed to
execute and deliver the Indenture on behalf of the City, which shall be in substantially the form
presented to this meeting, with such changes therein, deletions therefrom and additions thereto as
an Authorized Officer, or said officer's designee, shall approve (but consistent with the authority
granted to an Authorized Officer, or said officer's designee, in Section 3 hereof including, but
not limited to, additions necessary for the issuance of the types of bonds referred to in Section 3
hereof) in consultation with the City Attorney ("City Attorney") and Best Best & Krieger LLP,
Bond Counsel for the Bonds, and such approval shall be conclusively evidenced by the execution
and delivery of the Indenture. Pursuant to the terms of the Indenture, any Additional Bonds shall
be issued pursuant to supplemental indentures, subject to the limitations contained herein and in
the Indenture.
SECTION 5. Financing Participants. Urban Futures, Incorporated is hereby appointed
to act as financing advisor for the 2008 Bonds. Best Best & Krieger LLP is hereby appointed as
Bond Counsel for the 2008 Bonds. Chilton & Associates is hereby appointed underwriter for the
2008 Bonds subject to such limitations to be set forth in a bond purchase agreement which will
be approved by the City Council at a later date.
SECTION 6. Validation Action. The officers and agents of the City are, and each of them
hereby is, authorized and directed to do any and all things, including bringing, a validation action
under Section 860 of the California Code of Civil Procedure, and to execute and deliver any and
all documents which they or any of them deem necessary or advisable in order to consummate the
transactions contemplated by this resolution, the Indenture and the Series 2008 Bonds and
otherwise to carry out, give effect to and comply with the terms and intent of this resolution, and
all such actions heretofore taken by such officers are hereby ratified, confirmed and approved.
SECTION 7. Effective Date. This resolution shall take effect immediately upon its
passage.
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PASSED, APPROVED AND ADOPTED this 2nd day of June, 2008.
J eph Rocha, Mayor
ATTEST:
Vera Mendoza, City Clerk
APPROVED AS TO FORM:
Sonia Carvalho, City Attorney, BBK Law LLP
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF AZUSA )
I, Vera Mendoza, City Clerk of the City of Azusa, do hereby certify that the
foregoing Resolution No. 08-C40, was duly introduced and adopted at a regular meeting of the
Azusa City Council on this 2nd day of June, 2008, by the following vote, to wit:
AYES: COUNCILMEMBERS: GONZALES, CARRILLO, MACIAS, HANKS, ROCHA
NOES: COUNCILMEMBERS: NONE
ABSENT: COUNCILMEMBERS: NONE
Vera Mendoza, City Clerk
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