HomeMy WebLinkAboutResolution 2015-080 N.C.S. 06/01/2015Resolution No. 2015 -080 N.C.S.
of the City of Petaluma, California
APPROVING AN AGREEMENT REGARDING EXPENDITURE OF EXCESS
BOND PROCEEDS AND AUTHORIZING THE CITY'S RECEIPT AND
EXPENDITURE OF EXCESS BOND PROCEEDS FOR PURPOSES
CONSISTENT WITH THE BOND COVENANTS
WHEREAS, pursuant to authority granted under Community Redevelopment Law
(California Health and Safety Code Section 33000 et seq.) ( "CRL "), the former Petaluma
Community Development Commission ( "Redevelopment Agency ") had responsibility to
implement the Redevelopment Plans for the Petaluma Community Development project area and
the Central Business District project area (collectively, the "Project Areas "); and
WHEREAS, pursuant to that certain Indenture of Trust dated as of April 1, 2007, and
executed by and between the Redevelopment Agency and U.S. National Bank Association as
Trustee (the "Indenture "), the Redevelopment Agency issued Tax Allocation Bonds, Series
2007 in the original principal amount of $31,825,000 (the "Bonds "); and
WHEREAS, pursuant to Resolution No. 2012 -007 N.C.S., adopted by the City Council
on January 9, 2012, the City agreed to serve as the Successor Agency to the Redevelopment
Agency ( "Successor Agency ") commencing upon dissolution of the Redevelopment Agency on
February 1, 2012 pursuant to Assembly Bill xl 26 ( "AB 26 "); and
WHEREAS, pursuant to Health and Safety Code Section 34179.7, the Successor Agency
received its finding of completion from the Department of Finance on May 29, 2013; and
WHEREAS, Health and Safety Code Section 34191.4(c) provides that once a successor
agency has received a finding of completion, the successor agency is authorized to use the
proceeds of bonds issued on or before December 31, 2010 for the purposes for which the bonds
were sold and is further authorized to expend bond proceeds in excess of amounts needed to
satisfy previously approved enforceable obligations ( "Excess Bond Proceeds ") in a manner
consistent with the original bond covenants; and
WHEREAS, Health and Safety Code Section 34191.4(c) further provides that the
expenditure of Excess Bond Proceeds must be listed separately on the Recognized Obligation
Payment Schedule ( "ROPS "); and
WHEREAS, Successor Agency staff have prepared an Agreement Regarding
Expenditure of Excess Bond Proceeds ( "Agreement ") that provides for the transfer of Excess
Bc-Ad Proceeds to the City and commits the City to use the Excess Bond Proceeds for purposes
consistent with the Bond covenants; and
WHEREAS, The Agreement is attached to this Resolution as Exhibit A and incorporated
herein; and
WHEREAS, the execution of the Agreement and the transfer of Excess Bond Proceeds
to the City were approved by the City Council acting in its capacity as the governing board of the
Successor Agency by resolution adopted on June 1, 2015; and
Resolution No. 2015 -080 N.C.S. Page 1
WHEREAS, the execution of the Agreement and the transfer of Excess Bond Proceeds
to the City were approved by the Oversight Board to the Successor Agency by resolution
adopted on June 2, 2015; and
WHEREAS, the Oversight Board directed the Successor Agency to include the
Agreement on the Successor Agency's ROPS for the period January through June, 2016.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of
Petaluma:
1. The facts stated in the foregoing Recitals are hereby acknowledged and affirmed.
2. The Agreement is approved, and the City Manager or his designee is authorized to
execute the Agreement on behalf of the City substantially in the form presented to the
City Council.
3. The City is authorized to accept the Excess Bond Proceeds and shall use such funds
for purposes consistent with the Agreement, the Bond covenants and the applicable
provisions of the CRL.
4. The City Manager and his designees are authorized to take such further actions as
may be necessary to carry out the intent of this Resolution.
Under the power and authority conferred upon this Council by the Charter of said City.
F;
REFERENCE: I hereby certify the foregoing Resolution was introduced and adopted by the Approved as'to
Council of the City of Petaluma at a Regular meeting on the 1" day of June, 2015, for
by the following vote:`
City Attoey
AYES: Albertson, Barrett, Mayor Glass, Healy, Kearney, King, Vice Mayor Miller
NOES: None
ABSENT: None
ABSTAIN: None
ATTEST[': f
City Clerk ayor
Resolution No. 2015 -080 N.C.S. Page 2
Exhibit A
AGREEMENT REGARDING
EXPENDITURE OF EXCESS BOND PROCEEDS
This Agreement Regarding Expenditure of Excess Bond Proceeds (this "Agreement ") is
enlered into effective as of , 2015 ( "Effective Date ") by and between the Petaluma
Community Development Successor Agency ( "Successor Agency ") and the City of Petaluma, a
municipal corporation ( "City "). The Successor Agency and the City are hereinafter collectively
referred to as the "Parties."
RECITALS
A. Pursuant to authority granted under Community Redevelopment Law (California
Health and Safety Code Section 33000 et seq.) ( "CRL "), the former Petaluma Community
Development Commission ( "Redevelopment Agency ") had responsibility to implement the
Redevelopment Plans for the Petaluma Community Development Project and Central Business
District Project (collectively, the "Project Areas ").
B. Pursuant to that certain Indenture of Trust dated as of April 1, 2007 executed by
and between the Redevelopment Agency and US National Bank Association as Trustee (the
"Indenture "), the Redevelopment Agency issued Tax Allocation Bonds, Series 2007 in the original
principal amount of $31,825,000 (the "Bonds ").
C. Pursuant to Resolution No. 2012 -007 N.C.S., adopted by the City Council on,
January 9, 2012, the City agreed to serve as the successor agency to the Redevelopment
Agency commencing upon dissolution of the Redevelopment Agency on February 1, 2012
pursuant to Assembly Bill xl 26 ( "AB 26 ");
D. Pursuant to Health and Safety Code Section 34179.7, the Successor Agency
received its finding of completion from the Department of Finance on May 29, 2013;
E. Health and Safety Code Section 34191.4(c) provides that once a successor
agency has received a finding of completion, the successor agency is authorized to use the
proceeds of bonds issued on or before December 31, 2010 for the purposes for which the bonds
were sold, and is further authorized to expend bond proceeds in excess of amounts needed to
satisfy previously approved enforceable obligations ( "Excess Bond Proceeds ") in a manner
consistent with the original bond covenants;
F. Health and Safety Code Section 34191.4(c) further provides that the expenditure
of Excess Bond Proceeds must be listed separately on the Recognized Obligation Payment
Schedule ( "ROPS ").
G. The Parties desire to enter into this Agreement to address the use of Excess Bond
Proceeds for the purposes identified herein and consistent with the Bond covenants, and to
provide for the transfer of Excess Bond Proceeds to the City to be used for such purposes.
H. The execution of this Agreement was approved by the City Council and by the
governing board of the Successor Agency by resolutions adopted on June 1, 2015.
I. The execution of this Agreement by the Successor Agency was approved by the
Oversight Board by resolution adopted on June 2, 2015.
NOW, THEREFORE, in consideration of the mutual covenants, conditions and promises
herein contained, the Parties hereby agree as follows.
Resolution No. 2015 -080 N.C.S. Page 3
I . Incorporation of Recitals. The Parties acknowledge the truth of the foregoing Recitals
which by this reference are incorporated into this Agreement.
2. Term. The term of this Agreement shall commence on the Effective Date, and shall
continue in effect until the date that all Excess Bond Proceeds are expended in accordance
with the requirements of this Agreement.
3. Use of Excess Bond Proceeds. The City agrees that it shall use the Excess Bond Proceeds
solely for the purposes identified in this Section 3, or for other public improvement projects
consistent with the Bond covenants and applicable provisions of the CRL. Among other projects,
the City agrees to use the Excess Bond Proceeds for the following: The East Washington /
Highway 101 Interchange and Old Redwood Highway / Highway 101 Interchange.
4. Transfer of Excess Bond Proceeds. Once the transfer of Excess Bond Proceeds has been
listed on an approved ROPS, the Successor Agency shall transfer all remaining Excess Bond
Proceeds to the City, and the City shall deposit such funds into an Excess Bond Proceeds Fund
for City's use in accordance with the terms, conditions, and purposes set forth in this Agreement.
As of the Effective Date, the amount of Excess Bond Proceeds is approximately Two Hundred
Eight Thousand Dollars ($208,000).
5. Project Approvals; Environmental Review. This Agreement is not intended to limit in any
manner the discretion of the City in connection with the issuance of approvals and entitlements
for any projects funded with Excess Bond Proceeds, including without limitation, the undertaking
and completion of any required environmental review pursuant to CEQA and NEPA, as
applicable, and the review and approval of plans and specifications.
6. Severability. If any term, provision, covenant, or condition set forth in this Agreement is
held by the final judgment of a court of competent jurisdiction to be invalid, void, or
unenforceable, the remaining provisions, covenants, and conditions shall continue in full force
and effect to the extent that the basic intent of the Parties as expressed herein can be
accomplished. In addition, the Parties shall cooperate in good faith in an effort to amend or
modify this Agreement in a manner such that the purpose of any invalidated or voided
provision, covenant, or condition can be accomplished to the maximum extent legally.
permissible.
7. No Third -Party Beneficiaries; Assignments. Nothing in this Agreement is intended to
create any third -party beneficiaries to this Agreement, and no person or entity other than the
Successor Agency and the City, and the permitted successors and assigns of either of them,
shall be authorized to enforce the provisions of this Agreement.
8. Further Assurances. Each Party agrees to execute, acknowledge and deliver all
additional documents and instruments, and to take such other actions as may be reasonably
necessary to carry out the intent of the transactions contemplated by this Agreement.
9. Governing Law. This Agreement shall be governed by and construed in accordance
with the laws of the State of California.
10. Counterparts. This Agreement may be executed in counterparts, each of which shall be
deemed an original and all of which shall constitute but one and the same instrument.
]1l. Amendments. This Agreement may be modified or amended, in whole or in part, only by
an instrument in writing, executed by the Parties.
IN WITNESS WHEREOF, the Parties have executed this Agreement effective as of the date
first written above.
Resolution No. 2015 -080 N.C.S. Page 4
CITY:
CITY OF PETALUMA, a
municipal corporation
By:
City Manager
ATTEST:
City Clerk
APPROVED AS TO FORM
By:
City Attorney
SUCCESSOR AGENCY:
PETALUMA COMMUNITY DEVELOPMENT
SUCCESSOR AGENCY
By:
Executive Director
ATTEST:
Secretary
APPROVED AS TO FORM
By:
Successor Agency Counsel
Resolution No. 2015 -080 N.C.S. Page 5