HomeMy WebLinkAboutReso 79-1993 RESOLUTION NO. 79-93
CITY COUNCIL, CITY OF SOUTH SAN FRANCISCO, STATE OF CALIFORNIA
A RESOLUTION AUTHORIZING ISSUANCE OF BONDS FOR
THE WILLOW GARDENS, WEST PARK 1 & 2 AND WEST PARK 3
PARKS AND PARKWAYS ASSESSMENT DISTRICTS
WHEREAS, this Council has heretofore duly levied special
assessments against the real property within the boundaries of
Willow Gardens Parks and Parkways Maintenance District, West Park
1 & 2 Parks and Parkways Maintenance District, and West Park 3
Parks and Parkways Maintenance District, all of which are
hereinafter collectively referred to as the "Assessment District,"
pursuant to the Landscaping and Lighting Act of 1972; and
WHEREAS, this Council has determined that the estimated cost
of the Project, as hereinafter defined, is greater than can be
conveniently raised in a single annual assessment and that the
estimated cost of the Project be raised by an assessment levied
and collected in installments over a period of not to exceed eight
(8) years, that is from fiscal year 1993-94 through fiscal year
2000-2001;
NOW, THEREFORE, BE IT RESOLVED by the City Council of the
City of South San Francisco as follows:
ARTICLE I
GENERAL: DEFINITIONS
Section 1.01. DETERMINATION TO ISSUE BONDS. The City
Council hereby determines that bonds shall be issued to finance
the estinated cost of the Project pursuant to the Improvement Bond
Act of 2915 to represent and be secured by the Assessment as
hereinafter defined.
Secnion 1.02. RULES OF CONSTRUCTION. Ail references in this
Resolution to "Articles", "Sections", and other subdivisions are
to the corresponding Articles, Sections or subdivisions of this
Resolution; and the words "herein", "hereof", "hereunder" and
other words of similar import refer to this Resolution as a whole
and not to any particular Article, Section or subdivision hereof.
Words of the masculine gender shall be deemed and construed
to include correlative words of the feminine and neuter genders.
Unless the context shall otherwise indicate, words importing the
singular number shall include the plural number and vice versa,
and words importing persons shall include corporations and
associatLons, including public bodies, as well as natural persons.
Section 1.03. EQUAL SECURITY. In consideration of the
acceptance of the Bonds by the Owners thereof, this Resolution
shall be deemed to be and shall constitute a contract between the
City and the Owners from time to time of the Bonds; and the
covenants and agreements herein set forth to be performed on
behalf of the City shall be for the equal and proportionate
benefit, security and protection of all Owners of the Bonds
without preference, priority or distinction as to security or
otherwise of any of the Bonds over any of the others by reason of
the number or date thereof or the time of sale, execution or
delivery thereof, or otherwise for any cause whatsoever, except as
expressly provided therein or herein.
Section 1.04. DEFINITIONS. Unless the context otherwise
requires, the terms defined in this Section shall, for all
purposes of this Resolution and of any Supplemental Resolution and
of the Bonds and of any certificate, opinion, request or other
document herein mentioned, have the meanings herein specified.
"Act" means the Landscaping and Lighting Act of 1972,
Sections 22500 et seq., of the Streets and Highways Code of
California.
"Agent" means Bank of America National Trust and Savings
Association appointed hereby to perform the duties of
authentication, registration, transfer and payment of the Bonds
and the Agent's assigns or any other corporation or association
which may at any time be substituted in its place.
"Assessment" means the special assessments levied annually
against the real property within the boundaries of the Assessment
District pursuant to the Act to pay the cost of the Project and to
pay Debt Service on the Bonds.
"Assessment District" means that portion of the City included
within the boundaries of Willow Gardens Parks and Parkways
Maintenance District, West Park 1 & 2 Parks and Parkways
Maintenance District, and West Park 3 Parks and Parkways
Maintenance District.
"Authorized Investments" means any securities (other than
those identified in paragraphs (a) and (d) of Section 53601 of the
Government Code of the State) in which the City may legally invest
funds subject to its control, pursuant to Article 1, commencing
with Section 53600, of Chapter 4 of Part 1 of Division 2 of Title
5 of the Government Code of the State, as now or hereafter
amended.
"Available Surplus Funds" means any surplus moneys held by
the City at the end of each Fiscal Year in excess of the amounts
required to pay lawful municipal obligations incurred in that
Fiscal Year.
"Bond Date" means the date upon which the Bonds are issued.
"Bond Denomination" means the amount of $5,000 or any
integral multiple thereof, which is the minimum amount in which
the Bonds may be issued, except that one Bond may contain any odd
amount.
"Bond Law" means the Improvement Bond Act of 1915, Division
10 of the Streets and Highways Code of California.
"Bond Purchase Agreement" means the agreement applicable to
the portion of the Bonds being sold between the City and the
Original Purchaser whereby the City agrees to sell and the
Original Purchaser agrees to buy all or a designated portion of
the Bonds.
"Bond Registration Books" means the books maintained by the
Agent pursuant to Section 2.12 for the registration and transfer
of ownership of the Bonds.
"Bond Year" means the twelve-month period beginning on the
anniversary of the Closing Date in each year and ending on the day
prior to the anniversary date of the Closing Date in the following
year except that (i) the first Bond Year shall begin on the
Closing Date, and (ii) the last Bond Year may end on a prior
redemption date.
"Bonds" or "Bonds of this Issue" means Limited Obligation
Improvement Bonds, City of South San Francisco, Willow Gardens,
West Park 1 & 2, and West Park 3 Parks and Parkways Assessment
Districts, issued and at any time Outstanding.
"Certificate of the City" means a written certificate,
statement, request, order or requisition signed by the Treasurer,
the Finance Director or by any other officer of the City duly
authorized by the Council for that purpose.
"City" means the City of South San Francisco, a municipal
corporation and general law city of the State of California duly
organized and validly existing under and by virtue of the
Constitution and the laws of the State of California.
"City Manager" means the City Manager of the City.
"Clerk" means the City Clerk of the City.
"Closing Date" means the date upon which there is an exchange
of any of the Bonds for the proceeds representing the purchase
price of such Bonds by the Original Purchaser thereof.
"Costs of Issuance" means all expenses incurred in connection
with the authorization, issuance, sale and delivery of the Bonds,
including but not limited to compensation, fees and expenses of
the City and the Agent and their respective counsel, compensation
to any financial consultants and underwriters (other than those
taken as discount on the Closing Date), legal fees and expenses,
filing and recording costs, costs of preparation and reproduction
of documents, costs of compliance with Tax Regulations relating to
rebate to the United States under Section 5.09 and costs of
printing, mailing and publication of notices with respect to the
City and the Project.
"Cost of Issuance Account" means the account of that name
established and held by the Treasurer pursuant of Section 4.05
hereof.
"Council" means the City Council of the City.
"Debt Service" means the scheduled amount of interest and
amortization of principal payable on the Bonds during the period
of computation, excluding amounts scheduled during such period
which relate to principal which has been retired before the
beginning of such period.
"Federal Securities" means any of the following which at the
time of investment are legal investments under the laws of the
State for the moneys proposed to be invested therein:
(a) direct general obligations of the United States of
America (including obligations issued or held in book entry
form on the books of the Department of the Treasury of the
United States of America); and
(b) obligations of any department, agency or
instrumentality of the United States of America the timely
payment of principal of and interest on which are
unconditionally and fully guaranteed by the United States of
America.
"Finance Director" means the Director of Finance of the City.
"Fiscal Year" means the period commencing on July 1 of each
year and terminating on the next succeeding June 30.
"Improvement Fund" means the fund of that name established
and held by the Treasurer pursuant to Section 4.02 hereof.
"Interest Payment Date" means each date upon which interest
on the Bonds is payable, beginning March 2, 1994, and semiannually
on each March 2 and September 2 thereafter until maturity.
"Original Purchaser" means Stone & Youngberg as the first
purchaser of the Bonds from the City.
"Outstanding", when used as of any particular time with
reference to Bonds, means all Bonds therefore executed, issued and
delivered by the City under this Resolution except:
(a) Bonds theretofore cancelled by the Agent or
surrendered to the Agent for cancellation;
(b) Bonds paid or deemed to have been paid within the
meaning of Section 2.14; and
(c) Bonds in lieu of or in substitution for which other
Bon~s shall have been executed, issued and delivered by the
City pursuant to this Resolution or any Supplemental
Resolution.
"Owner" or "Registered Owner", when used with respect to any
Outstanding Bond, means the person in whose name the ownership of
such Bond shall be registered on the Bond Registration Books.
"Principal Office" means the main or principal office of the
Agent handling its corporate trust business.
"Project" means lighting improvements, irrigation facilities,
handrails, play and playground equipment, sidewalks, steps,
landscaping tree planting and appurtenant work and improvement in
and for the Assessment District.
"Record Date" means, with respect to the Bonds, the fifteenth
(15th) day immediately preceding an Interest Payment Date.
"Redemption Fund" means the fund of that name established and
held by the Treasurer pursuant to Section 4.04 hereof.
"Redemption Price" means, with respect to any Bond, the
principal amount thereof, plus the applicable premium, if any,
payable upon redemption thereof pursuant to the Resolution.
"Redemption Premium" means an amount equal to 3% of the
principal amount of the Bonds called for redemption on or before
September 2, 1998; 2% of the bonds called for redemption on
March 2, 1999 and September 2, 1999; 1% of the bonds called for
redemption on March 2, 2000 and September 2, 2000; and equal to
zero for bonds called for redemption after March 2, 2001.
"Reserve Fund" means the fund of that name established and
held by the Treasurer pursuant to Section 4.03 hereof.
"Reserve Requirement" means five percent (5%) of the
principal amount of the Bonds.
"Resolution" or "Resolution of Issuance" means this
Resolution, as originally adopted or as it may from time to time
be supplemented, modified or amended by any Supplemental
Resolution pursuant to the provisions hereof.
"State" means the State of California.
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"Supplemental Resolution" means any resolution, agreement,
resolution or other instrument hereafter duly adopted or executed
by the City in accordance with the provisions of this Resolution.
"Tax Code" means the Internal Revenue Code of 1986, as
amended. Any reference to a provision of the Tax Code shall
include the applicable Tax Regulations with respect to such
provision.
"Tax Regulations" means temporary and permanent regulations
promulgated under the Tax Code.
"Treasurer" means, for all purposes hereof, including the
execution of the Bonds pursuant to Section 2.09 hereof, the
Treasurer or designee thereof of the City.
ARTICLE II
ISSUANCE OF BONDS
Section 2.01. BONDS AUTHORIZED. Ail acts, conditions and
things required by law to exist, happen and be performed precedent
to and in the issuance of the Bonds have existed, happened and
been performed in due time, form and manner as required by law,
and the Council is now authorized pursuant to each and every
requirement of law to issue the Bonds in the manner and form as in
this ResoLution provided.
Section 2.02. UNPAID ASSESSMENTS. The principal amounts of
the installment assessments (the "Installment Assessments") levied
against owners of the property within the Assessment District have
been established pursuant to Resolutions No. ,
, and , each adopted by the City
Council on June 23, 1993. The amounts of the Installment
Assessments remaining unpaid will be shown on a list of unpaid
assessments on file with the Treasurer which is incorporated
herein by this reference made a part hereof. The aggregate amount
thereof is not to exceed $905,000. For a particular description
of the lots or parcels of land bearing the respective assessment
numbers set forth in said list, reference is hereby made to the
assessmenu and to the diagram, and any amendments thereto recorded
in the office of the Superintendent of Streets of the City.
Assessmen'ts levied to pay the principal of, and interest on, any
Bond issued pursuant to this Resolution shall not be reduced or
terminated if doing so would interfere with the timely retirement
of the debt.
Section 2.03. ISSUANCE OF BONDS. The Bonds, in the
aggregate principal amount of not to exceed $905,000 shall be
issued as hereinafter provided upon the security of said unpaid
assessments in accordance with, under and pursuant to the
provisions of the Act, the Bond Law and the proceedings thereunder
duly had and taken. The actual principal amount of the Bonds
shall be as set forth in the Bond Purchase Agreement. The Bonds
shall be known as "Limited Obligation Improvement Bonds, City of
South San Francisco, Willow Gardens, West Park 1 & 2, and West
Park 3 Parks and Parkways Assessment Districts."
SecLion 2.04. MATURITIES OF BONDS. The Bonds shall be
issued in only fully registered form, without coupons, in the Bond
Denomination or any integral multiple thereof, so long as no Bond
shall have more than one maturity date. The Bonds shall be dated
and mature on September 2 in each of the years and in the amounts
set forth in the Bond Purchase Agreement. The Bonds shall be
numbered or otherwise identified as determined by the Agent.
Section 2.05. INTEREST ON BONDS. The Bonds shall bear
interest at the rate or rates set forth in the Bond Purchase
Agreement.
Interest on the Bonds shall be payable on each Interest
Payment Date to the person whose name appears on the Bond
Registrasion Books as the Owner thereof as of the Record Date
immediately preceding each such Interest Payment Date, such
interest to be paid by check of the Agent mailed to the Owner, at
the address of such Owner as it appears on the Bond Registration
Books. Principal of and premium (if any) on any Bond shall be
paid upon presentation and surrender thereof at the Principal
Office of the Agent. Both the principal of and interest and
premium (if any) on the Bonds shall be payable in lawful money of
the United States of America.
Interest shall be computed on the basis of a 360-day year
comprised of twelve thirty-day months. The Bonds shall bear
interest from the Interest Payment Date next preceding the date of
authentication of the Bonds (except for any Bond which is
authenticated on an Interest Payment Date, in which event such
Bond shall bear interest from such date of authentication, and
except for any Bond which is authenticated prior to the first
Interest Payment Date, in which event such Bond shall bear
interest from the Bond Date); provided, however, that if, as of
the date of authentication of any Bond, interest thereon is in
default, such Bond shall bear interest from the date to which
interest has previously been paid or made available for payment in
full.
Section 2.06. DESIGNATION OF AGENT. Bank of America
National Trust and Savings Association is hereby designated as the
Agent to perform the actions and duties required under this
Resolution for the authentication, transfer, registration, and
payment of the Bonds. The City Manager is hereby authorized and
directed to enter into agreements with the Agent in furtherance of
the actions and duties of the Agent under this Resolution.
Section 2.07. FORM OF BONDS. The Bonds, the form of Agent's
certificate of authentication, and the form of assignment to
appear thereon, shall be substantially in the respective form set
forth in Exhibit "A" attached hereto and by this reference
incorporated herein, with necessary or appropriate variations,
omissions and insertions, as permitted or required by this
Resolution. "CUSIP" identification numbers shall be imprinted on
the Bonds, but such numbers shall not constitute a part of the
contract evidenced by the Bonds and any error or omission with
respect ~hereto shall not constitute cause for refusal of any
purchaser to accept delivery of or pay for the Bonds. In
addition, failure on the part of the City or the Agent to use such
CUSIP numbers in any notice to Owners shall not constitute an
event of default or any violation of the City's contract with such
Owners an~ shall not impair the effectiveness of any such notice.
Section 2.08. PREPARATION AND DELIVERY OF BONDS. Upon
execution of the Bond Purchase Agreement, the Finance Director is
hereby directed to cause the Bonds to be prepared in accordance
with this Resolution and to cause their delivery upon their
completion and execution to the Agent who shall authenticate and
deliver the Bonds to the Original Purchaser, upon receipt of the
purchase price therefor, and upon receipt of the request of the
City.
Section 2.09. EXECUTION OF BONDS. The Bonds shall be signed
in the name and on behalf of the City with the manual or facsimile
signatures of the Treasurer and attested by the manual or
facsimile signature of the Clerk. The Bonds shall then be
delivered to the Agent for authentication by it. In case any
officer who shall have signed any of the Bonds shall cease to be
such officer before the Bonds so signed shall have been
authenticated or delivered by the Agent or issued by the City,
such Bonds may nevertheless be authenticated, delivered and issued
and, upon such authentication, delivery and issue, shall be as
binding upon the City as though the individual who signed the same
had continued to be such officer of the City. Also, any Bond may
be signed on behalf of the City by any individual who on the
actual date of the execution of such Bond shall be the proper
officer although on the nominal date of such Bond such individual
shall not have been such officer.
Only such of the Bonds as shall bear thereon a certificate of
authentication in substantially the form set forth in Exhibit "A",
manUally executed by the Agent, shall be valid or obligatory for
any purpose or entitled to the benefits of this Resolution, and
such certificate of the Agent shall be conclusive evidence that
the Bonds so authenticated have been duly authenticated and
delivered hereunder and are entitled to the benefits of this
Resolution. The Agent's certificate of authentication on any
Bonds sh~ll be deemed to be executed by it if signed by an
authorized officer or signatory of the Agent, but it shall not be
necessary that the same officer or signatory sign the certificate
of authentication on all of the Bonds issued hereunder.
Section 2.10. TRANSFER AND EXCHANGE OF BONDS. Any Bond may,
in accordance with its terms, be transferred upon the Bond
Registration Books by the person in whose name it is registered,
in person or by his duly authorized attorney, upon surrender of
such Bond for cancellation, accompanied by delivery of a written
instrument of transfer in a form approved by the Agent, duly
executed. Whenever any Bond shall be surrendered for transfer,
the Agent shall thereupon authenticate and deliver to the
transferee a new Bond or Bonds of like tenor, maturity and
aggregate principal amount. Bonds may be exchanged at the
Principal Office of the Agent, for Bonds of the same tenor and
maturity and of other authorized denominations. No Bonds the
notice of redemption of which has been given pursuant to Section
2.14 shall be subject to transfer or exchange pursuant to this
Section. Neither the City nor the Agent shall be required to make
such exchange or registration or transfer of Bonds during the
fifteen (15) days immediately preceding any Interest Payment Date.
Section 2.11. TEMPORARY BONDS. The Bonds may be issued
initially in temporary form exchangeable for definitive Bonds when
ready for delivery. The temporary Bonds may be printed,
lithographed or typewritten, shall be of such denominations as may
be determined by the Council and may contain such reference to any
of the provisions of this Resolution as may be appropriate. Every
temporary Bond shall be executed by the officers designated and in
the manner provided in Section 2.09 hereof and be registered and
authenticated by the Agent upon the same conditions and in
substantially the same manner as the definitive Bonds. If the
Council issues temporary Bonds, it will execute and furnish
definitive Bonds without delay, and thereupon the temporary Bonds
may be surrendered, for cancellation, in exchange therefor at the
Principal Office of the Agent, and the Agent shall authenticate
and deliver in exchange for such temporary Bonds an equal
aggregate principal amount of definitive Bonds of authorized
denominaiions. Until so exchanged, the temporary Bonds shall be
entitled to the same benefits under this Resolution as definitive
Bonds authenticated and delivered hereunder.
Section 2.12. BOND REGISTRATION BOOKS. The Agent will keep
or cause to be kept at its Principal Office sufficient Bond
Registration Books for the registration and transfer of the Bonds,
which shall at all times during regular business hours be open to
inspection by the City; and, upon presentation for such purpose,
the Agent shall, under such reasonable regulations as it may
prescribe, register or transfer or cause to be registered or
transferred, on said books, Bonds as hereinbefore provided.
Section 2.13. BONDS MUTILATED, LOST, DESTROYED OR STOLEN.
If any Bond shall become mutilated, the Agent shall thereupon
authenticate and deliver, a new Bond of like maturity and
principal amount in exchange and substitution for the Bond so
mutilated, but only upon surrender to the Agent of the Bond so
mutilated. Every mutilated Bond so surrendered to the Agent shall
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be cancelled by it and delivered to, or upon the order of, the
City. If any Bond issued hereunder shall be lost, destroyed or
stolen, evidence of such loss, destruction or theft may be
submitte~ to the City and the Agent and, if such evidence be
satisfactory to them and indemnity satisfactory to them shall be
given, the Agent shall thereupon authenticate and deliver, a new
Bond of like maturity and principal amount in lieu of and in
substitution for the Bond so lost, destroyed or stolen (or if any
such Bond shall have matured or shall have been called for
redempticn, instead of issuing a substitute Bond the Agent may pay
the same without surrender thereof upon receipt of indemnity
satisfactory to the Agent). The City may require payment of a
reasonable fee for each new Bond issued under this Section and of
the expenses which may be incurred by the City and the Agent. Any
Bond issued under the provisions of this Section in lieu of any
Bond alleged to be lost, destroyed or stolen shall constitute an
original contractual obligation on the part of the City whether or
not the Bond alleged to be lost, destroyed or stolen be at any
time enforceable by anyone, and shall be equally and
proportionately entitled to the benefits of this Resolution with
all other Bonds secured by this Resolution.
Section 2.14. REDEMPTION PRIOR TO MATURITY. Each Bond, or
any portion thereof in the amount of the Bond Denomination or any
integral multiple thereof, outstanding may be redeemed and paid in
advance of maturity upon any Interest Payment Date in any year by
giving 30-day's notice by registered or certified mail or personal
service to the Registered Owner as required by applicable
provisions of the Bond Law and by paying the principal amount
thereof 5ogether with the Redemption Premium plus interest to the
date of advanced maturity, unless sooner surrendered, in which
event said interest will be paid to the date of payment, all in
the manner and as provided in the Bond Law.
The Treasurer shall cause to be called for redemption and
retire Bonds upon prepayment of assessments in amounts sufficient
therefor, or whenever sufficient surplus funds are available
therefor in the Redemption Fund.
The provisions of Part 11.1 of the Bond Law are applicable to
the advance payment of assessments and to the calling of the
Bonds.
Seciion 2.15. REFUNDING OF BONDS. The Bonds may be refunded
by the City pursuant to Divisions 11 or 11.5 of the Streets and
Highways Code of California upon the conditions as set forth in
appropriate proceedings therefor, all as determined by the
Council.
ARTICLE III
SALE AND DELIVERY OF BONDS
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Section 3.01. SALE OF BONDS. The Bonds shall be sold by
negotiation to Stone & Youngberg, as Original Purchaser.
Section 3.02. FURTHER AUTHORITY. The officers of the City
are hereby authorized and directed to negotiate the terms and
conditions of such sale within parameters to be hereafter
established by this Council and to execute all documents and take
such actions as they may deem necessary or advisable in order to
carry out and perform the purposes of this Resolution, and the
execution or taking of such action shall be conclusive evidence of
such necessity or advisability.
The City Manager and the Clerk are authorized to complete and
to approve changes in any provisions of this Resolution in order
to accomplish the delivery of any of the Bonds on schedule; such
changes may be accomplished by attachment of a certificate
executed by both such officers to this Resolution on file in the
office of the Clerk.
ARTICLE IV
APPLICATION OF PROCEEDS OF BONDS:
ESTABLISHMENT OF FUNDS
Section 4.01. APPLICATION OF PROCEEDS OF SALE OF BONDS.
Upon receipt of the proceeds of sale of the Bonds on the Closing
Date, the proceeds thereof shall be forthwith set aside, paid over
and deposited by the Treasurer, as set forth in the Bond Purchase
Agreement and Certificate of the City and this Article IV.
Section 4.02. IMPROVEMENT FUND. There is hereby created a
separ~ate fund to be known as the "City of South San Francisco,
Willow Gardens, West Park 1 & 2 and West Park 3 Parks and Parkways
Assessment Districts, Improvement Fund" (the "Improvement Fund"),
which shall be held in trust by the Treasurer. The Treasurer
shall disburse moneys in the Improvement Fund for the purpose of
paying or reimbursing the costs of acquiring and constructing the
Project, including but not limited to all costs incidental to or
connected with such acquisition and construction. Any surplus
remaining after payment of all said costs and expenses shall be
applied as provided in the Act.
Section 4.03. RESERVE FUND. There is hereby created a
special iund known as the "City of South San Francisco, Willow
Gardens, West Park 1 & 2 and West Park 3 Parks and Parkways
Assessment Districts, Reserve Fund" (the "Reserve Fund"). The
amount of the Reserve Fund shall not exceed the Reserve
Requirement. The moneys in the Reserve Fund shall constitute a
trust fund for the benefit of the Registered Owners of the Bonds
and shall be administered by the Treasurer in accordance with and
pursuant to the provisions of Part 16 of the Bond Law; provided
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that proceeds from redemption or sale of the properties with
respect to which payment of delinquent assessments and interest
thereon was paid from the Reserve Fund, shall be credited to the
Reserve Fund; and provided further that for the purposes of
maintaining the Reserve Requirement and providing for any required
reduction of the amount of money in the Reserve Fund during the
term of the Bonds pursuant to section 8887 of the Bond Law, and
applicable provisions of the Tax Code, all proceeds from
investment of moneys in the Reserve Fund in excess of the Reserve
Requirement shall be credited upon the assessments, except as
otherwise provided in Section 5.09 hereof.
Section 4.04. REDEMPTION FUND. There is hereby created a
special fund known as the "City of South San Francisco, Willow
Gardens, West Park 1 & 2 and West Park 3 Parks and Parkways
Assessment Districts, Redemption Fund" (the "Redemption Fund").
The Treasurer shall place in the Redemption Fund any amounts of
accrued interest upon the Bonds from the Bond Date to the Closing
Date and premium (if any) received upon the sale of the Bonds, and
all sums received from the collection of unpaid assessments
provided in Section 5.01 hereof, and of the interest and penalties
thereon.
Section 4.05. COST OF ISSUANCE ACCOUNT. There is hereby
created within the Improvement Fund, a special account to be known
as the "City of South San Francisco, Willow Gardens, West Park 1 &
2 and West Park 3 Parks and Parkways Assessment Districts, Cost of
Issuance Account" (the "Cost of Issuance Account"), which the City
hereby covenants and agrees to cause to be maintained and which
shall be held in trust by the Treasurer. The moneys in the Cost
of Issuance Account shall be used in the manner provided by law
solely for the purpose of the payment of Costs of Issuance, on or
after the Closing Date. Any funds remaining in the Cost of
Issuance Fund on the date that is six months after the Closing
Date, shall be transferred to the Improvement Fund.
Section 4.06. INVESTMENT OF FUNDS. Moneys in the
Improvement Fund, Redemption Fund, and the Reserve Fund shall,
whenever practicable, be invested in Authorized Investments,
maturing on a date prior to which such moneys are expected to be
required. Any income therefrom or interest thereon shall accrue
to and be deposited in the fund from which said moneys were
invested, subject to the provisions of Section 5.09 hereof.
ARTICLE V
COVENANTS OF THE CITY: TAX COVENANTS
Section 5.01. LEVY AND COLLECTION OF ASSESSMENTS. The City
hereby covenants to take all actions legally required by the Act
or otherwise to levy annual special assessments against the real
property in the Assessment District subject to assessment pursuant
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to law in at least the amounts required to pay Debt Service on the
Bonds in each year during which they are Outstanding and to cause
said assessments to be collected annually in the time and manner
provided by law. The annual assessments comprising the
Assessment, shall be payable in the same manner and at the same
time and in the same installments as the general taxes on real
property are payable, and become delinquent at the same times and
in the same proportionate amounts and bear the same proportionate
penalties and interests after delinquency as do the general taxes
on real property. All sums received from the collection of said
assessments and of the interest and penalties thereon shall be
placed in the Redemption Fund.
Section 5.02. FORECLOSURE. The City hereby covenants with
and for the benefit of the Owners of the Bonds that it will order,
and cause to be commenced not later than October 1 in any year, an
action in the Superior Court to foreclose the lien of each
delinquent assessment if the sum of uncured assessment
delinquencies for the preceding Fiscal Year exceeds five percent
(5%) of ~he assessment installments posted to the tax roll for
that Fiscal Year and if the amount of the Reserve Fund is less
than the Reserve Requirement. The City will thereafter diligently
prosecute to completion court foreclosure proceedings upon the
lien of any and all delinquent unpaid assessments and interest.
Section 5.03. NO ADVANCES FROM AVAILABLE SURPLUS FUNDS. The
City shall not be obligated to advance available surplus funds of
the City to cure any deficiency which may occur in the Redemption
Fund; provided, however, that said determination shall not prevent
the City, in its sole discretion, from so-advancing funds.
Section 5.04. PUNCTUAL PAYMENT; COMPLIANCE WITH DOCUMENTS.
The City shall punctually pay or cause to be paid the interest and
principal to become due with respect to all of the Bonds in strict
conformity with the terms of the Bonds and of this Resolution, and
will faithfully observe and perform all of the conditions,
covenants and requirements of this Resolution and all Supplemental
Resolutions.
Section 5.05. NO PRIORITY FOR ADDITIONAL OBLIGATIONS. The
City covenants that no additional bonds or other obligations shall
be issued or incurred having any priority over the Bonds in
payment cf principal or interest out of the Assessment. Nothing
in this Resolution shall prohibit or impair the authority of the
City to 5ssue bonds or other obligations secured by and payable
from Assessments which are on a parity with the Bonds, upon such
terms and in such principal amounts as the City may determine.
Section 5.06. PRIVATE ACTIVITY BOND LIMITATION. The City
shall assure that the proceeds of the Bonds are not so used as to
cause the Bonds to satisfy the private business tests of section
141(b) of the Tax Code or the private loan financing test of
section l¢l(b) of the Tax Code.
13
Section 5.07. PRIVATE LOAN FINANCING LIMITATION. The City
shall assure that the proceeds of the Bonds are not so used as to
cause the Bonds to satisfy the private loan financing test of
section 241(c) of the Tax Code.
SecLion 5.08. FEDERAL GUARANTEE PROHIBITION. The City shall
not take any action or permit or suffer any action to be taken if
the result of the same would be to cause any of the Bonds to be
"federalLy guaranteed" within the meaning of section 149(b) of the
Tax Code.
Section 5.09. REBATE REQUIREMENT. The City shall take any
and all actions necessary to assure compliance with section 148(f)
of the Uax Code, relating to the rebate of excess investment
earnings, if any, to the federal government.
Secsion 5.10. NO ARBITRAGE. The City shall not take, or
permit or suffer to be taken by the Agent or otherwise, any action
with respect to the proceeds of the Bonds which, if such action
had been reasonably expected to have been taken, or had been
deliberately and intentionally taken, on the date of issuance of
the Bonds would have caused the Bonds to be ~arbitrage bonds"
within the meaning of section 148 of the Tax Code.
Secsion 5.11. MAINTENANCE OF TAX-EXEMPTION. The City shall
take all actions necessary to assure the exclusion of interest on
the Bonds from the gross income of the Owners of the Bonds to the
same extent as such interest is permitted to be excluded from
gross income under the Tax Code as in effect on the date of
issuance of the Bonds.
Secsion 5.12. FURTHER ASSURANCES. The City will adopt,
make, execute and deliver any and all such further resolutions,
instruments and assurances 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 the rights and benefits provided in
this Resolution.
Secsion 5.13. AMENDMENT. Without the consent of the Owners
of the Bonds, the City hereafter may amend this Resolution to add,
modify or delete provisions if the same is necessary or desirable
to assure compliance with section 148(f) of the Tax Code relating
to rebate of Excess Investment Earnings or as otherwise required,
to assure the exemption from federal income taxation of interest
on the Bonds.
14
ARTICLE VI
MISCELLANEOUS
Section 6.01. FUNDS AND ACCOUNTS. Any fund or account
required by this Resolution to be established by the Treasurer and
held and maintained by the Treasurer or the Agent may be
established and maintained in the accounting records of the
Treasurer or the Agent either as a fund or an account, and may,
for the purposes of such records, any audits thereof and any
reports or statements with respect thereto, be treated either as a
fund or an account; but all such records with respect to all such
funds and accounts shall at all times be maintained in accordance
with sound accounting practices and with due regard for the
protection of the security of the Bonds and the rights of every
Owner thereof.
Section 6.02. PARTIAL INVALIDITY. If any one or more of the
covenants or agreements, or portions thereof, provided in this
Resolution to be performed on the part of the City, the Council or
the Agenn should be contrary to law, then such covenant or
covenants, such agreement or agreements, or such portions thereof,
shall be null and void and shall be deemed separable from the
remaining covenants and agreements or portions thereof and shall
in no way affect the validity of this Resolution or of the Bonds;
but the Owner shall retain all the rights and benefits accorded to
them under applicable provisions of law. The Council hereby
declares that it would have adopted this Resolution and each and
every other section, paragraph, subdivision, sentence, clause and
phrase hereof, and would have authorized the issuance of the Bonds
pursuant hereto, irrespective of the fact that any one or more
sections, paragraphs, subdivisions, sentences, clauses or phrases
of this Resolution or the application thereof, to any person or
circumstances may he held to be unconstitutional, unenforceable or
invalid.
Section 6.03. DEFEASANCE. The Bonds shall no longer be
deemed to be outstanding and unpaid if the City shall have made
adequate provision for the payment, in accordance with the Bonds
and this Resolution, of the principal, interest and premiums, if
any, to become due thereon at maturity or upon call and redemption
prior to maturity. Such provision shall be deemed to be adequate
if the Council shall, on behalf of the Assessment District, have
irrevocably set aside, in a special trust fund or account, cash
or Federal Securities which when added to the interest earned or
to be earned thereon shall be sufficient to make said payments as
they become due and to redeem any Bonds Outstanding on the
earliest possible redemption date.
Section 6.04. REPEAL OF INCONSISTENT RESOLUTIONS. Any
resolution of the Council, and any part of such resolution,
inconsistent with this Resolution, is hereby repealed to the
extent of such inconsistency.
15
Section 6.05. AUTHORITY OF TREASURER. Ail actions mandated
by this Resolution to be performed by the Treasurer may be
performed by the designee thereof or such other official of the
City or independent contractor, consultant or truee dauly
authorized by the City to perform such action or actions in
furtherance of al or a specific portion of the requirements hereof.
Section 6.06. CERTIFIED COPIES. The Clerk shall furnish a
certified copy of this resolution to the Treasurer, to the Agent
and to the Auditor of the County of San Mateo.
Section 6.07. EFFECTIVE DATE OF THE RESOLUTION. This
Resolution shall become effective upon the date of its adoption.
I hereby certify that the foregoing Resolution was regularly
introduced and adopted by the City Council of the City of South San
Francisco at a re§u]ar meeting held on the 23rd day of
June , 1993 by the following vote.
AYES:
Councilmembers Jack Drago, Joseph A. Fernekes, John R. Penna,
Robert Yee, and Mayor Roberta Cerri Teqlia
NOES: None
ABSTAIN: N0ne
ABSENT None
City Clerk~
Section 1.01.
Section 1.02.
Section 1.03.
Section 1.04.
Section 2.01.
Section 2.02.
Section 2.03.
Section 2 04
Section 2 05
Section 2 06
Section 2 07
Section 2 08
Section 2 09
Section 2.20
Section 2.L1
Section 2.L2
Section 2.L3
Section 2.L4
Section 2.25
Section 3.01.
Section 3.02.
Section 4.01
Section 4.02
Section 4.03
Section 4.04
Section 4.05
Section 4.06
Section 5 01
Section 5 02
Section 5 I]3
Section 5 I)4
Section 5 05
Section 5 L2
Section 5 23
RESOLUTION NO. 79-93
TABLE OF CONTENTS
Page
ARTICLE
GENERAL
DETERMINATION TO ISSUE BONDS ................................... 1
RULES OF CONSTRUCTION .......................................... 1
EQUAL SECURITY ................................................. 2
DEFINITIONS .................................................... 2
ARTICLE II
ISSUANCE OF BONDS
BONDS AUTHORIZED ............................................... 6
UNPAID ASSESSMENTS ............................................. 6
ISSUANCE OF BONDS .............................................. 6
MATURITIES OF BONDS ............................................ 7
INTEREST ON BONDS .............................................. 7
DESIGNATION OF AGENT ........................................... 7
FORM OF BONDS .................................................. 7
PREPARATION AND DELIVERY OF BONDS .............................. 8
EXECUTION OF BONDS ............................................. 8
TRANSFER AND EXCHANGE OF BONDS ................................. 8
TEMPORARY BONDS ................................................ 9
BOND REGISTRATION BOOKS ........................................ 9
BONDS MUTILATED, LOST, DESTROYED OR STOLEN ..................... 9
REDEMPTION PRIOR TO MATURITY ................................... 10
REFUNDING OF BONDS ............................................. 10
ARTICLE III
SALE AND DELIVERY OF BONDS
SALE OF BONDS .................................................. 10
FURTHER AUTHORITY .............................................. 11
ARTICLE IV
APPLICATION OF PROCEEDS OF BONDS
APPLICATION OF PROCEEDS OF SALE OF BONDS ....................... 11
IMPROVEMENT FUND ............................................... 11
RESERVE FUND ................................................... 11
REDEMPTION FUND ................................................ 12
COST OF ISSUANCE ACCOUNT ....................................... 12
INVESTMENT OF FUNDS ............................................ 12
ARTICLE V
COVENANTS OF THE CITY; TAX COVENANTS
LEVY AND COLLECTION OF ASSESSMENTS ............................. 12
FORECLOSURE .................................................... 13
NO ADVANCES FROM AVAILABLE SURPLUS FUNDS ....................... 13
PUNCTUAL PAYMENT ............................................... 13
NO PRIORITY FOR ADDITIONAL OBLIGATIONS ......................... 13
FURTHER ASSURANCES ............................................. 14
AMENDMENT ...................................................... 14
-i-
ARTICLE VI
MI SCELLANEOUS
Section 6.01.
Section 6.02.
Section 6.03.
Section 6.04.
Section 6.05.
Section 6.06.
Section 6.07.
FUNDS AND ACCOUNTS ............................................. 14
PARTIAL INVALIDITY ............................................. 15
DEFEASANCE ..................................................... 15
REPEAL OF INCONSISTENT RESOLUTIONS ............................. 15
AUTHORITY OF TREASURER ........................................ 15
CERTIFIED COPIES ............................................... 16
EFFECTIVE DATE OF THE RESOLUTION ............................... 16
EXHIBIT A - Form Of Bond
-ii-
RESOLUTION NO. 79-93
[FORM OF BOND]
Registered
Number A-
United States of America
State of California
County of San Mateo
Registered
$
Limited Obligation Improvement Bond
City of South San Francisco
Willow Gardens, West Park 1 & 2 and West Park 3
Parks and Parkways Assessment Districts
Interest Rate
Maturity Date
REGISTERED OWNER:
PRINCIPAL AMOUNT:DOLLARS
Bond Date CUSIP
, 1993
Under and by virtue of the Improvement Bond Act of 1915,
Division 10 (commencing with Section 8500) of the Streets and
Highways Code of California (the "Act"), the City of South San
Francisco (the "City"), County of San Mateo, State of California,
will, oun of the redemption fund for the payment of the bonds
issued to represent special assessments made for the acquisition,
work and improvements more fully described in Resolution No. __,
A Resolution Authorizing Issuance of Bonds for the Willow Gardens,
West Park 1 & 2 and West Park 3 Parks and Parkways Assessment
Districts (the "Resolution of Issuance") adopted by the City
Council of the City on , 1993, pay to the registered owner
named above or registered assigns, on the maturity date stated
above, the principal amount stated above, in lawful money of the
United States of America and in like manner will pay interest from
the interest payment date next preceding the date on which this
bond is authenticated, unless this 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 this bond
is authenticated and registered prior to March 2, 1994, in which
event it shall bear interest from its date until payment of the
principal amount shall have been discharged, at the rate per annum
stated above, payable semiannually on March 2 and September 2 in
each year commencing on March 2, 1994. Both the principal hereof
and redenption premium hereon are payable at the Corporate Trust
Exhibit A-1
Department of Bank of America National Trust and Savings
Association, as Authentication Agent, Transfer Agent, Registrar
and Payin~ Agent (the "Agent"), in Los Angeles, California and the
interest i~ereon is payable by check mailed to the registered owner
hereof at the owner's address as it appears on the records of the
Agent, or at such address as may have been filed with the Agent,
for that purpose, as of the 15th day immediately preceding each
interest payment date.
This bond will continue to bear interest after maturity at
the rate above stated; provided, it is presented at maturity and
payment thereof is refused upon the sole ground that there are not
sufficient moneys in said redemption fund with which to pay same.
If it is not presented at maturity, interest thereon will run
until maturity.
This bond shall not be entitled to any benefit under the Act
or the Resolution of Issuance, or become valid or obligatory for
any purpose, until the certificate of authentication and
registration hereon endorsed shall have been dated and signed by
the Agent.
IN WITNESS WHEREOF, said City of South San Francisco has
caused this bond to be signed by manual or facsimile signature by
the Treasurer of the City and by the manual or facsimile signature
of its City Clerk, and has caused its Corporate seal to be
reproduced in facsimile hereon all as of the day of
, 1993.
CITY OF SOUTH SAN FRANCISCO
Treasurer
City Clerk
[SEAL]
Exhibit A-2
CERTIFICATE OF AUTHENTICATION AND REGISTRATION
This is one of the bonds described in the within mentioned
Resolution of Issuance, which has been authenticated and
registered on
, Agent
By
Authorized Officer
Exhibit A-3
This bond is one of several annual series of bonds of like
date, tenor, and effect, but differing in amounts, maturities and
interest rates, issued by the City of South San Francisco under
the Act and the Resolution of Issuance, for the purpose of
providing means for paying for the improvements described in the
Resolution of Issuance, and is secured by the moneys in said
redemption fund and by the special assessments made for the
payment of said improvements, and, including principal and
interest, is payable exclusively out of said fund.
This bond is transferable by the registered owner hereof, in
person or by the owner's attorney duly authorized in writing, at
the office of the Agent, subject to the terms and conditions
provided in the Resolution of Issuance, including the payment of
certain charges, if any, upon surrender and cancellation of this
bond. Upon such transfer, a new registered bond or bonds, of any
authorized denomination or denominations, of the same maturity,
and for t'~e same aggregate principal amount, will be issued to the
transferee in exchange therefor.
Bonds shall be registered only in the name of an individual
(including joint owners), a corporation, a partnership, or a
trust.
Neither the City nor the Agent shall be required to make such
exchange or registration of transfer of bonds during the 15 days
immediately preceding any interest payment date.
The City and the Agent may treat the registered owner hereof
as the absolute owner for all purposes, and the City and the Agent
shall not be affected by any notice to the contrary.
This bond or any portion of it in the amount of five thousand
dollars ($5,000), or any integral multiple thereof, may be
redeemed and paid in advance of maturity upon the second day of
March or September in any year by giving at least 30 days' notice
by registered or certified mail or by personal service to the
registered owner hereof at the registered owner's address as it
appears on the registration books of the Agent and by paying
principal and accrued interest together with a Redemption Premium
as defined in the Resolution of Intention.
This bond is a limited obligation improvement bond because,
under the Resolution of Issuance, the City is not obligated to
advance funds from the City treasury to cover any deficiency which
may occur in the Redemption Fund for the Bonds; however, the City
is not prevented, in its sole discretion, from so advancing funds.
Exhibit A-4
I hereby certify that the following is a correct copy of the
signed legal opinion of Jones Hall Hill & White, A Professional
Law Corporation, San Francisco, California, addressed to the City
of South San Francisco and on file in my office, dated the date of
delivery of and payment for the bond therein described.
City Clerk
City of South San Francisco
OPINION:
$ Limited Obligation Improvement Bonds,
City of South San Francisco,
Willow Gardens, West Park 1 & 2 and West Park 3
Parks and Parkways Assessment Districts
We kave acted as Bond Counsel in connection with the issuance
by the City of South San Francisco (the "City") of $
Limited Cbligation Improvement Bonds, City of South San Francisco,
Willow Gardens, West Park 1 & 2 and West Park 3 Parks and Parkways
Assessment Districts, dated , 1993 (the "Bonds"),
pursuant to Division 10 of the Streets and Highways Code of
California (the "Act") and Resolution No. (the "Resolution")
of the City adopted , 1993. We have examined the
law and such certified proceedings and other papers as we deem
necessary to render this opinion.
As to questions of fact material to our opinion, we have
relied upon representations of the City contained in the
Resolution and in the certified proceedings and other
certifications of public officials furnished to us, without
undertaking to verify such facts by independent investigation.
Based upon our examination, we are of the opinion, under
existing law, that:
1. The City is a municipal corporation and general law city
of the State of California duly organized and validly existing
under and by virtue of the Constitution and the laws of the State
of California with power to adopt the Resolution, perform the
agreements on its part contained therein, and issue the Bonds.
2. The Resolution has been duly adopted by the City and
constitutes a valid and binding obligation of the City enforceable
upon the City.
3. Pursuant to the Act, the Resolution creates a valid lien
on the funds pledged by the Resolution for the security of the
Bonds on a parity with other bonds (if any) issued or to be issued
under the Resolution, subject to no prior lien granted under the
Act.
Exhibit A-5
4. The Bonds have been duly authorized, executed and
delivered by the City and are valid and binding special
obligations of the City, payable solely from the sources provided
therefor 5n the Resolution.
5. The interest on the Bonds is excluded from gross income
for federal income tax purposes and is not an item of tax
preference for purposes of the federal alternative minimum tax
imposed on individuals and corporations; it should be noted,
however, that, for the purpose of computing the alternative
minimum tax imposed on such corporations (as defined for federal
income tax purposes), such interest is taken into account in
determining certain income. The opinions set forth in the
preceding sentence are subject to the condition that the City
comply with all requirements of the Internal Revenue Code of 1986
that must be satisfied subsequent to the issuance of the Bonds in
order that interest thereon be, or continue to be, excluded from
gross income for federal income tax purposes. The City has
covenanted to comply with each such requirement. Failure to
comply with certain of such requirements may cause the inclusion
of interest on the Bonds in gross income for federal income tax
purposes to be retroactive to the date of issuance of the Bonds.
We express no opinion regarding other federal tax consequences
arising with respect to the Bonds.
6. The interest on the Bonds is exempt from personal income
taxation imposed by the State of California.
The rights of the owners of the Bonds and the enforceability
of the Bonds and the Resolution may be subject to bankruptcy,
insolvency, reorganization, moratorium and other similar laws
affectin? creditors' rights heretofore or hereafter enacted and
may also be subject to the exercise of judicial discretion in
appropriate cases.
Respectfully submitted,
A Professional Law Corporation
Exhibit A- 6
ABBREVIATIONS
The following abbreviations, when used in the inscription on
the face of this Note, shall be construed as though they were
written o~t in full according to applicable laws or regulations:
TEN COM -- as tenants in UNIF GIFT MIN ACT
common Custodian
TEN EN? -- as tenants by the
entireties
JT TEN -- as joint tenants
with
right of survivorship
and not as tenants in
common
(Cust) (Minor)
under Uniform Gifts to Minors
Act
(State)
ADDITIONAL ABBREVIATIONS MAY ALSO BE USED
THOUGH NOT IN THE LIST ABOVE
Exhibit A-7
(FORM OF ASSIGNMENT)
For value received, the undersigned do(es) hereby sell,
assign and transfer unto
(Name, Address and Tax Identification or Social Security
Number of Assignee)
the within Bond and do(es) hereby irrevocably constitute and
appoint , attorney, to transfer the same on
the registration books of the Trustee, with full power of
substitution in the premises.
Dated:
Signature Guaranteed:
Note: Signature(s) must be guaranteed Note: The signature(s) on this
by an eligible guarantor. Assignment must correspond with
the name(s) as written on the
face of the within Bond in every
particular, without alteration or
enlargement or any change
whatsoever.
Exhibit A-8