HomeMy WebLinkAboutOrdinance 1520 N.C.S. 06/07/1982~. ,
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'JUL - 7 1982
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Introduced By Councilman
William Perr
OP,DINANCE N0. 1520 N.C.S.
Seconded by Councilman
Roland Bond
AN ORDINANCE PROVIDING FOR THE CITY OF PETRLUMA
ECONOMIC DEVELOPMENT REVENUE BOND LAW AUTHORIZING
THE ISSUANCE OF REVENUE BONDS FOR THE PURPOSE OF
PROVIDING FINANCING TO PARTICIPATING PARTIES FOR
ECONOMIC DEVELOPMENT PURPOSES, AND INCLUDING
DEFINITIONS, GENERAL PROVISIONS, POWERS, ISSUANCE
PROCEDURES AND CERTAIN OTHER SUPPLEMENTAL PROVISIONS
Recital
WHEREAS, the City of Petaluma (the "City") is a municipal
corporation and charter city duly organized and existing under a
f reeholders' charter pursuant to which the City has the right and power
to make and enforce all laws and regulations in respect to municipal
affairs and certain other matters in accordance with and as more
particularly provided in Sections 3, 5, and 7 of Article XI of the
Constitution of the State of California and Section S1 of the Charter of
the City (the "Charter");
WHEREAS, the City Council of the City has received oral and
written evidence which, together with the personal knowledge of the
Members of the Council, supports the need for the City to provide
financial assistance to promote economic development within the City;
and . '
WHEREAS, the City Council of the City, acting under and
pursuant to the powers reserved to the City under Sections 3, 5 and 7 of
Article XI of the Constitution of the State of California and Section 81
of the Charter, finds that the public interest and necessity require the
adoption of this ordinance to authorize, and establish the procedure
for, the sale and issuance of revenue bonds by the City for the purpose
of providing financing to participating parties for economic development
purposes as specified herein;
. BE IT ORDAINED by the Council of The City of Petaluma as follows:
Section l. Chapter 4.11 shall be added to the Petaluma Municipal Code,
said new chapter to read and be numbered as follows:
Ord. 1520 N.C.S. Page 1 of 17
"Chaqter 4.11
CITY OF PETALUMA
ECONOMIC DEVELOPMENT REVENUE BOND LAW
ARTICLE I
GENERAL PROVISIONS AND DEFINITIONS
SEC. 4.11.101 TITLE
This chapter may be cited as the City af Petaluma Economic
Development Revenue Bond Law.
SEC. 4.11.102 PURPOSE
The Council hereby finds and declares that it is necessary and
essential to the well-being of the City that it provide financial
assistance to promote the economic development of the City. Such
economic development will serve the following public purposes and
municipal affairs of the City:
a. the full and gainful employment of residents of the City;
b. the full and efficient utilization and modernization of
existing industrial, commercial, and business facilities;
c. the development of new industrial, commercial and business
facilities;
d. the growth of the City's tax base through increased property
values and consumer purchasing;
Ord. 1520 N.C.S. Page 2 of 17
e. the reduction of the need for and costs of welfare and other
remedial programs;
f. the reduction of urban ills, such as crime, attributable in
part to inadequate economic opportunities;
g. the stability and diversification of the City's economy;
h. the lowering of the cost of City consumers of necessary goods
and services;
i. the environmentally optimum disposition of waste materials of
the City; and
j. the enhancement of the general economic prosperity, health,
safety and welfare of the residents of the City.
The availability of the financial assistance authorized by this
chapter will serve those purposes and the general plan of the City by
providing private enterprises with new methods of financing capital
outlays in the City and by ensuring that economic development within the
City will reflect the local community's needs and objectives and will be
environmentally optimum with respect to both the physical and social
environment of the City. The City shall promote such public interests
pursuant to this chapter without adversely affecting areas outside the
City and without conflicting with efforts by the State of California to
solve problems of statewide concern.
SEC. 4.11.103 DEFINITI~NS
Unless the context otherwise requires, the terms defined in this
chapter shall have the following meanings:
a. "Bonds" means the bonds, notes, certificates, debentures and
other obligations authorized to be issued by the City pursuant
to this chapter and payable as provided in this chapter.
Ord. 1520 N.C.S. Page 3 of 17
b. "City" means the City of Petaluma.
c. "Cost" means the total of all costs incurred by or on behalf
of a Participating Party to carry out all works and
undertakings and to obtain all rights and powers necessary or
incident to the acquisition, construction, installation,
reconstruction, rehabilitation or improvement of a Facility.
"Cost" may include all costs of issuance of bonds for such
purposes, costs for construction undertaken by a Participating
Party as its own contractor, capitalized bond interest,
reserves for debt service and for repairs, replacements,
additions and improvements to a Facility, and other working
capital incident to the operation of a Facility.
d. "Council" means the City Council of the City of Petaluma.
e. "Facility" means any of the facilities, places or buildings
within the City which are, or will be, maintained and operated
for industrial, commercial or business purposes, conform to
the general plan of the City and are approved by the City for
the financing authorized by this chapter, such approval being
given only when the City finds and determines that such
financing will substantially promote one or more of the public
purposes listed in Section 4.11.1Q2.
A"Facility" may be an activity which may otherwise be
financed pursuant to the California lndustrial Development
Financing Act (Government Code Section 91500 et seq.) to the
extent said Act permits the financing of such activity under
alternative authority. "Facility" includes, without
limitation, real and personal property, land, buildings,
structures, fixtures, machinery and/or equipment and all such
Ord. 1520 N.C.S. Page 4 of 17
property related to or required or useful for the operation of
a Facility. Facility does not include any facility, place or
building used or to be used primarily for sectarian
instruction or study or as a place for devotional activities
or religious worship.
f. "Participating Party" means any individual, association,
corporation, partnership or other entity which is approved by
the City to undertake the financing of the Costs of a Facility
for which this chapter authorizes the issuance of the Bonds.
g. "Revenues" means amounts received by the City as payments of
principal, interest, and all other charges with respect to a
loan authorized by this chapter, as payments under a lease,
sublease or sale agreement with respect to a Facility, as
proceeds received by the City from mortgage, hazard or other
insurance on or with respect to such a loan (or any property
securing such loan), lease, sublease or sale agreement, all
other rents, charges, fees, income and receipts derived by the
City from the financing of a Facility authorized by this
chapter, any amounts received by the City as investment
earnings on moneys deposited in any fund securing the Bonds,
and such other legally available moneys as the Council may, in
its discretion, lawfully designate as Revenues.
SEC. 4.11.104 NO LIMITATION ON APPROPRIATIONS
Revenues, as defined by this chapter, and the expenditure of such
Revenues shall not be taken into account in any manner in determining
the City's compliance with Article XIIIB of the California Constitution.
Ord. 1520 N.C.S. Page 5 of 17
ARTICLE II
FINANCING FACILITIES
SEC. 4.11.201 LOANS FOR FACILITIES
The City is hereby authorized to make, purchase, or otherwise
contract for the making of, a mortgage or other secured or unsecured
loan, with the proceeds of Bonds and upon such terms and conditions as
the City shall deem proper,to any Participating Party for the Costs of a
Facility.
SEC. 4.11.202 ACQUISITION, CONSTRUCTION, LEASING AND SELLING OF
FAf'TI TTTFC
The City is hereby authorized to acquire, construct, enlarge,
remodel, renovate, alter, improve, furnish, equip and lease as lessee,
with the proceeds of Bonds, a Facility solely for the purpose of selling
or leasing as lessor such Facility to such Participating Party, and is
further authorized to make any contracts for such purposes. The City is
also authorized to contract with such Participating Party to undertake
on behalf of the City to construct, enlarge, remodel, renovate, alter,
improve, furnish and equip such Facility.
The City is authorized to sell or lease, upon such terms and
conditions as the City shall deem proper, to a participating Party any
Facility owned by the City under this chapter, including a Facility
conveyed to the City in connection with a financing authorized by this
chapter but not being financed hereunder.
Ord. 1520 N.C.S. Page 6 of 17
SEC. 4.11.203 APPLICATIONS FOR APPROVAL
Any person may apply to the City for approval as a Participating
Party and for approval of a Facility for financing under this chapter.
Applications shall set forth such information as the City may require in
order to enable the City to evaluate the applicant, the Facility and its
proposed costs.
SEC. 4.11.204 FEES
The City is hereby authorized to charge Participating Parties
application, commitment, financing and other fees, in order to recover
all administrative and other costs and expenses incurred in the exercise ~
of the powers and duties conferred by this chapter. The Council shall
direct the City Clerk to transmit a letter agreement or contract to a
Participating Party which will obligate such party to pay such fees and
expenses as the Council may charge or incur here under.
SEC. 4.11.205 INSURANCE
The City is hereby authorized to obtain, or aid in obtaining, from
any department or agency of the United States or of the State of
California or any private company, any insurance or guarantee as to, or
of, or for the payment or repayment of, interest or principal, or both,
rents, fees or other charges, or any part thereof, on any loan, lease or
sale obligation or any instrument evidencing or securing the same, made
or entered into as authorized by this chapter; and is authorized to
accept payment in such manner an~ form as provided therein in the event
of default by a Participating Party, and to assign any such insurance or
guarantee as security for Bonds.
Ord. 1520 N.C.S. Page 7 of 17
SEC. 4.11.206 RENTS AND CHARGES
The City is hereby authorized to fix rents, payments, fees,
charges and interest rates for a financing authorized by this chapter
and to agree to revise from time to time such rents, payments, fees,
charges and interest rates to reflect changes in interest rates on
Bonds, losses due to defaults or changes in other expenses related to
this chapter, including City administrative expenses.
SEC. 4.11.207 SECURITY FOR LOANS
The City is hereby authorized to hold deeds of trust or mortgages
or security interests in personal property as security for loans and
other obligations authorized by this chapter and to pledge or assign the
same as security for repayment of Bonds. Such deeds of trust, mortgages
or security interests, or any other interest of the City in any
Facility, may be assigned to, and held on behalf of the City by, any
bank or trust company appointed to act as trustee by the City in any
resolution or indenture providing for issuance of Bonds.
SEC.4.11.208 PROFESSIONAL SERVICES
The City is hereby authorized to contract for such engineering,
architectural, financial, accounting, legal or other services as may be
necessary in the judgment of the City for the purposes of this chapter.
SEC. 4.11.209 PUBLIC WORKS REQUIREMENTS INAPPLICABLE
Except as specifically provided in this chapter, the acquisition,
construction, installation, reconstruction, rehabilitation or
improvement of a Facility financed under this chapter shall not be
Ord. 1520 N.C.S. Page 8 of 17
subject to any requirements relating to buildings, works or improvements
owned or operated by the City, and any requirement of public competitive
bidding or other procedural restriction imposed on the award of
contracts for acquisition or construction of a City building, work or
improvement or to the lease, sublease, sale or other disposition of City
property shall not be applicable to any action taken under this chapter.
SEC. 4.11.210 ADDITIONAL POWERS
In addition to all other powers specifically granted by this
chapter, the City is hereby authorized to contract for and do all things
necessary or convenient to carry out the purposes of this chapter,
provided, however, that the City shall not have the power to operate a
Fa.cility financed under this chapter as a business, except temporarily
in the case of a default by a Participating Party.
~RTTf I F TTT
BONDS
SEC. 4.11.301 ISSUANCE OF BONDS
The City is hereby authorized to issue Bonds in an aggregate
principal amount not to exceed Twenty Million Dollars ($20,000,000.)
and to issue such Bonds, from time to time, in such series and amounts
as are determined by the Council to be necessary or appropriate to
provide for the Costs of Facilities approved by the Council. Bonds
shall be negotiable instruments for all purposes, subject only to the
provisions of such Bonds for registration.
Ord. 1520 N.C.S. Page 9 of 17
SEC. 4.11.302 BONDS ~OT DEBT OF CITY
All of the Bonds hereby authorized to be issued shall be limited
obligations of the City payable from all or any specified part of the
revenues and the moneys and assets authorized in this chapter to be
pledged or assigned to secure payment of Bonds. Such revenues, moneys
or assets shall be the sole source of repayment of such issue of Bonds.
Bonds issued as authorized by this chapter shall not be deemed to
constitute a debt or liability of the City or a pledge of the faith and
credit of the City but shall be payable solely from specified revenues,
moneys and assets. The issuance of Bonds shall not directly,
indirectly, or contingently obligate the City to levy or pledge any form
of taxation or to make any appropriation for their payment. Al1 Bonds
shall contain on the fact thereof a statement to the following effect:
Neither the faith and credit nor the taxing power of the City of
Petaluma is pledged to the payment of the principal of or premium,
if any, or interest on this bond.
SEC. 4.11.303 BOND TERMS
Bonds shall be issued as serial bonds, term bonds, installment
bonds or pass-through certificates or any combination thereof. The
Mayor or City Manager shall determine the terms and timing of the
issuance of particular Bonds in accord with the resolution of the
Council approving the particular Facility to be financed thereby. Bonds
shall bear such date or dates, mature at such time or times not to
exceed thirty-five (35) years, bear interest at such fixed or variable
rate or rates approved by the Participating Farty whose Facility is
being financed but not to exceed the maximum rate permitted by law, be
payable at such time or times, be in such denominations, be in such
form, either coupon or registered, carry such registration privileges,
be executed in such manner, be payable in lawful money of the United
States of America at such place or places, be subject to such terms of
Ord. 1520 N.C.S. Page 10 of 17
redemption and have such other terms and conditions as such resolution,
or any indenture to be entered into by the City pursuant to such
resolution, shall provide. Bonds shall be sold at either public or
private sale and for such prices as the City shall determine.
SEC. 4.11.304 BOND PROVISIONS
Any resolution relating to the issuance of any Bonds, or any
indenture to be entered into by the City pursuant to such resolution,
may contain provisions respecting any of the following terms and
conditions, which shall be a part of the contract with the holders of
such Bonds:
a. the terms, conditions and form of such Bonds and the interest
and principal to be paid thereon,
b. limitations on the uses and purposes to which the proceeds of
sale of such Bonds may be applied, and the pledge or
assignment of such proceeds to secure the payment of such
Bonds,
c. limitations on the issuance of additional parity Bonds, the
terms upon which additional parity Bonds may be issued and
secured, and the refunding of outstanding Bonds,
d. the setting aside of reserves, sinking funds and other funds
and the regulation and disposition thereof,
e. the pledge or assignment of all or any part of the Revenues
and of any other moneys or assets legally available therefor
(including loans, deeds of trust, mortgages, leases,
subleases, sales agreements and other contracts and security
interests) and the use and disposition of such Revenues,
moneys and assets, subject to such agreements with the holders
of Bonds as may then be outstanding,
Ord. 1520 N.C.S. Page 11 of 17
f. limitation on the use of Revenues for operating,
administration or other expenses of the City,
g. specification of the acts or omissions to act, which shall
constitute a default in the duties of the City to holders of
such Bonds, and providing the rights and remedies of such
holders in the event of default, including any limitations on
the right of action by individual bondholders,
h. the appointment of a corporate trustee to act on behalf of the
City and the holders of its Bonds, the pledge or assignment of
loans, deeds of trust, mortgages, leases, subleases, sale
contracts and any other contracts to such trustee, and the
rights of such trustee,
i. the procedure, if any, by which the terms of any contract with
bondholders may be amended or abrogated, the amount of such
Bonds the holders of which must consent thereto, and the
manner in which such consent may be given, and
j. any other provisions which the Council may deem reasonable and
proper for the purposes of this chapter and the security of
the bondholders.
SEC. 4.11.305 PLEDGE OF REVENUES, MONEY OR PROPERTY: LIEN
Any pledge of Revenues or other moneys or assets as authorized by
this chapter shall be valid and binding from the time such pledge is
made. Revenues, moneys and assets so pledged and thereafter received by
the City shall immediately be subject to the lien of such pledge without
Ord. 1520 N.C.S. Page 12 of 17
any physical delivery thereof or further act, and the lien of any such
pledge shall be valid and binding as against all parties having claims
of any kind in tort, contract, or otherwise against the City,
irrespective of whether such parties have notice thereof. Neither the
resolution nor any indenture by which a pledge is created need be filed
or recorded except in the records of the City.
SEC. 4.11.306 NO PERSONAL LIABILITY
Neither the members of the Council, the officers or employees of
the City, nor any person executing any Bonds shall be liable personally
on the Bonds or be subject to any personal liability or accountability
by reason of the issuance thereof.
SEC. 4.11.307 PURCHASE OF BONDS BY CITY
The city shall have the power out of any funds available therefor
to purchase its Bonds. The City may hold, pledge, cancel, or resell
such Bonds, subject to and in accordance with agreements with the
bondholders.
SEC. 4.11.308 ACTIONS BY BONDHOLDERS
Any holder of Bonds issued under the provisions of this chapter or
any of the coupons appertaining thereto, and any trustee appointed
pursuant to any resolution relating to the issuance of Bonds, except to
the extent the rights thereof may be restricted by such resolution or
any indenture authorized thereby to be entered into by the City, may,
either at law or in equity, by suit, action, mandamus or other
Ord. 1520 N.C.S. Page 13 of 17
proceedings, protect or enforce any and all rights specified in law or
in such resolution or indenture, and may enforce and compel the
performance of all duties required by this chapter or by such resolution
or indenture to be performed by the Git,y or by any officer, employee, or
agent thereof, including the fixing, charging, and collecting of rates,
fees, interest, and charges authorized and required by the provisions of
such resolution or indenture to be fixed, charged, and collected.
SEC. 4.11.309 REFUNDING BONDS
The City is hereby authorized to issue Bonds for the purpose of
refunding any Bonds then outstanding.
SEC. 4.11.310 BOND ANTICIPATION NOTES
In anticipation of the sale of Bonds authorized by this chapter,
the City is hereby authorized to issue bond anticipation notes, and to
renew the same from time to time, in such series and amounts as are
determined by the Council to be necessary or appropriate for the Costs
of Facilities approved by the Council. Such notes shall be payable from
Revenues or other moneys or assets authorized by this chapter to be
pledged to secure payment of Bonds, and which are not otherwise pledged,
or from the proceeds of sale of the particular Bonds in anticipation of
which they are issued. Such notes shall be issued in the same manner as
Bonds. The Mayor or City Manager shall determine the terms and timing
of the issuance of particular bond anticipation notes in accord with the
provisions of Section 4.11.303 and the resolution of the Council
approving the particular Facility to be financed thereby. Such notes,
any resolution relating to the issuance of such notes and any indenture
to be entered into by the City pursuant to such resolution may contain
any provisions, conditions or limitations permitted under
Section 4.11.304.
Ord. 1520 N.C.S. Page 14 of 17
SEC. 4.11.311 VALIDITY OF BONDS
The validity of the authorization and issuance of any Bonds is not
dependent on and shall not be affected in any way by any proceedings
taken by the City for the approval of any financing or the entering into
of any agreement, or by the failure to provide financing or enter into
any agreement, for which Bonds are authorized to be issued under this
chapter.
~DTT('I F T\I
SUPPLEMENTAL PROVISIONS
SEC. 4.11.401 LIBERAL CONSTRUCTION
This chapter, being necessary for the welfare of the City and its
inhabitants, shall be liberally construed to effect its purposes.
SEC. 4.11.402 OMISSIONS NOT TO AFFECT VALIDITY OF BONDS
Any omission of any officer or the City in proceedings under this
chapter or any other defect in the proceedings shall not invalidate such
proceedings or the Bonds issued pursuant to this chapter.
SEC. 4.11.403 FULL AUTHORITY
This chapter is full authority for the issuance of Bonds by the
City for any of the purposes specified herein.
Ord. 1520 fd.C.S. Page 15 of 17
SEC. 4.11.404 PROVISIONS OF THIS CHAPTER ARE COMPLETE, ADDITIONAL
AND ALTERNATIVE
This chapter shall be deemed to provide a complete, additional, and
alternative method for doing the things authorized thereby, and shall be
regarded as supplemental and additional to the powers conferred by other
laws. The issuance of Bonds under the provisions of this chapter need
not comply with the requirements of any other law applicable to the
issuance of bonds. The purposes authorized hereby may be effectuated
and Bonds are authorized to be issued for any such purposes under this
chapter notwithstanding that any other law may provide for such purposes
or for the issuance of bonds for like purposes and without regard to the
requirements, restrictions, limitations or other provisions contained in
any other law.
SEC. 4.11.405 CHAPTER CONTROLLING
To the extent that the provisions of this chapter are inconsistent
with the provisions of any general statute or special act or parts
thereof the provisions of this chapter shall be deemed controlling.
SEC. 4.11.406 SEVERABILITY
If any provision of this chapter or the application thereof to any
person or circumstance is held invalid, such invalidity shall not affect
any other provision or application of this chapter which can be given
effect without the invalid provision or application, and to this end the
provisions of this chapter are declared to be severable. The Council
hereby declares that it would have adopted and passed this chapter and
each section, subsection, sentence, clause, phrase and word hereof,
irrespective of the fact that any one or more of the other sections,
subsections, sentences, clauses, phrases or words hereof be declared
invalid or unconstitutional."
Ord. 1520 N.C.S. Page 16 of 17
Section 2. The appropriate officers of the City are hereby
authorized and directed, for and in the name of and on behalf of the
City, to do any and all things and take any and all actions and execute
and deliver any and all certificates, agreements and documents which
they or any of them may deem necessary or advisable in order to
consummate the lawful issuance and delivery of the Bonds or bond
anticipation notes authorized by this chapter in accordance with the
provisions of this chapter and the resolution of the Council approving
the particular Facility to be financed thereby.
Section 3. The City Clerk is hereby authorized and directed
to cause a copy of this ordinance to be ~Fl~~published at least once
in the official newspaper of the City of Petaluma.
INTRODUCED AND ORDERED ~~~~~~/published this 24 _day of M~a _,
1982. .
ADOPTED this 7 day of June, by the following vote:
AYES: Perry, Harberson, Bond, Balshaw, Battaglia, Vice Mayor Cavanagh,
Mayor Mattei
NOES: None
ABSENT: None /')
Attest:
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Mayor
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ity Clerk
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Ord. 1520 N.C.S. Page 17 of 17