HomeMy WebLinkAboutResolution 2019-133 N.C.S. 08/05/2019Resolution No. 2019-133 N.C.S.
of the City of Petaluma, California
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PETALUMA
AUTHORIZING THE SALE AND ISSUANCE OF WASTEWATER REVENUE
REFUNDING BONDS TO REFINANCE OUTSTANDING WASTEWATER
SYSTEM OBLIGATIONS OF THE CITY IN AN AMOUNT NOT TO EXCEED
$80,000,000, APPROVING OFFICIAL STATEMENT AND
APPROVING RELATED AGREEMENTS AND ACTIONS
WHEREAS, the City of Petaluma (the "City") owns and operates a public enterprise for
the collection, treatment and disposal of wastewater within the service area of the City (the
"Wastewater System"); and
WHEREAS, to finance Wastewater System improvements, the City entered into an
Interagency Sales Agreement (No. 05-803-550-0) with the State Water Resources Control Board
in 2006, and amended as of October 17, 2007, which is currently outstanding in the amount of
$73,587,664 (the "SRF Loan"); and
WHEREAS, pursuant to the terms of the SRF Loan, the City may prepay the outstanding
principal balance of the SRF Loan, in whole or in part, on any date, together with accrued
interest thereon to the prepayment date, without premium; and
WHEREAS, at current market interest rates, the City can refinance the SRF Loan and in
so doing, realize significant interest cost savings; and
WHEREAS, the City Council wishes at this time to authorize the sale and issuance of
City of Petaluma 2019 Wastewater Revenue Refunding Bonds (the "Refunding Bonds") under
the Bond Law (as herein defined) to provide funds to prepay amounts outstanding under the SRF
Loan, such Refunding Bonds to be secured by a pledge of the Net Revenues of the Wastewater
System on a parity with the City's outstanding wastewater revenue refunding bonds that were
issued in 2017; and
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Petaluma
as follows:
Section 1. Issuance of Refunding Bonds; Approval of Indenture. The City Council hereby
authorizes the issuance of the Refunding Bonds under the provisions of Articles 10 and 11 of
Chapter 3 of Part 1 of Division 2 of Title 5 of the California Government Code, commencing
with Section 53570 of said Code (the "Bond Law"), for the purpose of providing funds to prepay
amounts outstanding under the SRF Loan and to pay the costs of selling and issuing the
Refunding Bonds.
The Refunding Bonds shall be issued under an Indenture of Trust between the City and The
Bank of New York Mellon Trust Company, N.A., as trustee, which is hereby approved in
substantially the form on file with the City Clerk together with any changes therein or additions
thereto deemed advisable by the City Manager or Finance Director, acting alone or together
(each an "Authorized Officer"), and the execution thereof by an Authorized Officer shall be
conclusive evidence of the approval of such changes and additions. The City Council hereby
Resolution No. 2019-133 N.C.S. Page 1
authorizes and directs an Authorized Officer to execute, and the City Clerk to attest, said form of
the Indenture of Trust for and in the name of the City. The City Council hereby authorizes the
delivery and performance of the Indenture of Trust.
Section 2. Refinancing of the SRF Loan. The City Council hereby authorizes and approves
the refinancing of the SRF Loan from the proceeds of the Refunding Bonds. Such refinancing
shall be accomplished as provided in the Indenture.
Section 3. Sale of Refunding Bonds via Public Offering. The City Council hereby authorizes
the sale of the Refunding Bonds through a public offering; provided, however, that the principal
amount of the Refunding Bonds shall not exceed $80,000,000, and the net present value savings
from such refinancing shall equal not less than 3.0% of the outstanding principal amount of the
SRF Loan. Such public offering may be accomplished by either competitive bidding or through
negotiation with an underwriter, as determined by an Authorized Officer to be in the best
interests of the City, after consultation with the City's registered municipal advisor.
If a competitive sale is chosen, the sale of the Refunding Bonds shall be undertaken pursuant to
and in accordance with the notice of sale on file with the City Clerk, together with any changes
therein or additions thereto deemed advisable by the City's municipal advisor and approved by
the City's bond counsel and by an Authorized Officer. The City Council hereby delegates to
each of the Authorized Officers the authority to accept an offer from the winning bidder to
purchase the Refunding Bonds from the City. In the alternative, the City Council hereby
delegates to each of the Authorized Officers the authority to enter into a negotiated sale of the
Refunding Bonds pursuant to a bond purchase agreement with an underwriter selected by an
Authorized Officer.
Section 4. Official Statement; Continuing Disclosure Certificate. The City Council hereby
approves the Preliminary Official Statement describing the Refunding Bonds in the form on file
with the City Clerk, and authorizes each of the Authorized Officers to approve revisions to said
Preliminary Official Statement if and to the extent necessary for distribution in connection with a
public offering of the Refunding Bonds. An Authorized Officer shall execute a certificate
deeming the Preliminary Official Statement, as so revised, to be nearly final within the meaning
of Rule 15c2-12 of the Securities Exchange Act of 1934. Distribution of the Preliminary Official
Statement by the underwriter of the Refunding Bonds to prospective purchasers of the Refunding
Bonds is hereby approved. Each of the Authorized Officers is hereby authorized and directed to
approve any changes in or additions to a final form of said Official Statement, and the execution
thereof by an Authorized Officer shall be conclusive evidence of approval of any such changes
and additions. The City Council hereby authorizes the distribution of the final Official Statement
by the underwriter. The final Official Statement shall be executed in the name and on behalf of
the City by an Authorized Officer.
The City Council hereby approves the Continuing Disclosure Certificate to be executed by the
City, the form of which is attached as an exhibit to the Preliminary Official Statement. Each of
the Authorized Officers is hereby authorized and directed to approve any changes in or additions
to a final form of said Continuing Disclosure Certificate, and the execution thereof by an
Authorized Officer shall be conclusive evidence of approval of any such changes and additions.
The final Continuing Disclosure Certificate shall be executed in the name and on behalf of the
City by an Authorized Officer.
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Section 5. Documents in Substantially Final Form; Further Authority. The documents on
file with the City Clerk and herein approved are in substantially final form; that is, they are final
as to important business terms such as the rate covenant undertaken by the City as to the
wastewater rates the City will enact so long as the Refunding Bonds are outstanding, and parity
bond restrictions, governing limitations on future issues of bonds secured by net revenues of the
Wastewater System, but do not contain the pricing terms resulting from the sale of the Refunding
Bonds, which terms will be inserted once the Refunding Bonds are sold. This resolution is
intended to be a "parameters resolution," in which the City Council approves a refunding
wastewater revenue bond issue at a not to exceed principal amount and a minimum savings
threshold, payable solely from net revenues of the Wastewater System.
Section 6. Engagement of Professional Services. In connection with the issuance and sale of
the Refunding Bonds, the City Council hereby authorizes Steven Gortler to act as registered
municipal advisor to the City, the firm of Jones Hall, A Professional Law Corporation, to act as
bond counsel to the City, the firm of Norton Rose Fulbright US LLP to act as disclosure counsel
to the City, and the firm of Bartle Wells Associates to act as Utility Rate Consultant to the City.
Each of the Authorized Officers is hereby authorized and directed to execute an agreement with
each of the foregoing, in substantially the forms on file with the City Clerk.
Section 7. Official Actions. The Mayor, the City Manager, the Finance Director, the City
Attorney and the City Clerk are each hereby authorized and directed, for and in the name and on
behalf of the City, to do any and all things and take any and all actions, including execution and
delivery of any and all assignments, certificates, requisitions, agreements, notices, consents,
instruments of conveyance, warrants and other documents, which they, or any of them, may
deem necessary or advisable in order to refinance the SRF Loan and consummate the
transactions described herein.
Section 8. Effective Date. This Resolution shall take effect from and after the date of its
passage and adoption.
Under the power and authority conferred upon this Council by the Charter of said City.
REFERENCE: I hereby certify the foregoing Resolution was introduced and adopted by the App v�'d as to
Council of the City of Petaluma at a Regular meeting on the 51h day of August 2019,
by the following vote:
City�rorney
AYES: Mayor Barrett; Fischer; Healy; Kearney; King; Miller
NOES: None
ABSENT: Vice Mayor McDonnell
ABSTAIN: None -
ATTEST:
Deputy City Clerk Mayor
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