CC RES 1989-032RESOLUTION NO. 89 -32
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF RANCHO PALOS VERDES AUTHORIZING THE
ISSUANCE AND PROVIDING FOR THE SALE OF BONDS
REPRESENTING UNPAID.ASSESSMENTS IN CONNECTION
WITH RANCHO PALOS VERDES IMPROVEMENT DISTRICT
NO. 5A, DALADIER DRIVE, ET AL.
THE CITY COUNCIL OF THE CITY OF RANCHO PALOS VERDES
HEREBY FINDS, DETERMINES, RESOLVES AND ORDERS AS FOLLOWS:
Section 1. Definitions. As used in this Resolution,
the following terms shall have the meanings ascribed thereto,
unless the context requires otherwise.
"Bond Act" means Part 5 of Division 7 of the California
Streets and Highways Code, commencing with Section 6400.
"Bonds" means the bonds authorized by and at any time
outstanding pursuant to the provisions of this Resolution and as
designated pursuant to Section 2 hereof.
"City" means the City of Rancho Palos Verdes,
California, a municipal corporation duly organized and validly
existing pursuant to the Constitution and laws of the. State of
California. .
"City Clerk" means the City Clerk of the City.
"City Council" means the City Council of the City.
"Code" means the Internal Revenue Code of 1986, as
amended.
"Fiscal Agent" means the Fiscal Agent appointed
pursuant to Section 4 hereof, if any, in its capacity as transfer
agent, bond registrar and paying agent.
"Improvement District" means Rancho Palos Verdes
Improvement District No. 5A, Daladier Drive, et al., more
particularly described in the Resolution of Intention.
"Improvement Fund" means the fund by that name created
and established pursuant to Section 5.A hereof.
"List of Unpaid Assessments" means the List of Unpaid
Assessments to be prepared by the City Treasurer and maintained
on file in the office of the City Treasurer.
111913 Act" means the Municipal Improvement Act of 1913,
being Division 12 of the California Streets and Highways Code,
commencing with Section 10000.
"Purchase Contract" means the Purchase Contract between
the City and the Underwriter regarding the purchase of the Bonds.
"Redemption Fund" means the fund by that name created
and established pursuant to Section 5.B hereof.
"Resolution" means this Resolution and includes
subsequent amendments hereof and any Supplemental Resolution.
"Resolution of Intention" means Resolution
No. 88 -69 of the City Council, as amended from time to time.
"State" means the State of California.
"Supplemental Resolution" means any resolution adopted
by the City Council amendatory of or supplemental to this
Resolution.
"Treasurer" or "City Treasurer" means the City
Treasurer of the City.
"Underwriter" means Miller & Schroeder Financial, Inc.
Section 2. Issuance of Bonds to Represent Unpaid
Assessments. The City Council hereby authorizes the issuance of
the Bonds under and pursuant to the provisions of the Bond Act and
this Resolution to represent unpaid assessments in accordance with
the List of Unpaid Assessments to be prepared by the City
Treasurer and maintained on file in the office of the City
Treasurer. The Bonds shall be issuable only as fully registered
bonds in the respective denominations of the unpaid assessments as
set forth on the List of Unpaid Assessments against each lot or
parcel of land assessed in the Improvement District. The Bonds
shall be dated as of a date which is at least thirty -first days
following the recordation of the assessment. Each Bond shall
mature and shall bear interest at the rate set forth in the
Purchase Contract from the interest payment date next preceding
the date on which the Bond is authenticated and registered, unless
the Bond is authenticated and registered as of an interest payment
date, in which case it shall bear interest from such interest
payment date, or unless the Bond is authenticated and registered
prior to the first interest payment date, in which case it shall
bear interest from its date, until payment of its principal sum
has been discharged. The term of the Bonds shall be fourteen
years from the second day of January next succeeding the next
September 1st following their date and, at the expiration of such
term, the whole principal sum then unpaid shall be due and
payable. On the second day of January of each year, following the
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next September 1st after their date, an even annual proportion of
the whole amount is due and payable to the registered owner of
each Bond, until the whole is paid, with all accrued interest at
the rate set forth herein.
Section 3. Form and Execution; Printing; Temporary_
Bonds. The Bonds shall be issued as fully registered bonds sub-
stantially in the form set forth in Section 6460 of the Bond Act.
The Bonds shall be signed by the City Treasurer and the seal of
the City may be affixed. The City Council hereby authorizes the
use upon the Bonds of a facsimile seal and a facsimile signature
of the City Treasurer in place of a manual signature. The City
Treasurer is hereby authorized and directed to cause the Bonds to
be printed and prepared in accordance with this Resolution and
upon completion and execution thereof to deliver the Bonds to the
Underwriter. Until definitive Bonds shall be prepared, the City
Treasurer may cause to be executed and delivered in lieu of such
definitive Bonds and subject to the same provisions, limitations
and conditions as are applicable in the case of definitive Bonds,
one or more typed, printed, lithographed or engraved temporary
Bonds in fully registered form substantially of the same tenor
and, until exchanged for definitive Bonds, entitled and subject to
the same benefits and provisions of this Resolution as definitive
Bonds. If one or more temporary Bonds are provided, the City
Treasurer shall execute and furnish definitive Bonds without
unnecessary delay and thereupon the temporary Bonds may be
surrendered to the City Treasurer (or Fiscal Agent, if any) in
exchange for such definitive Bonds, without expense to the
registered owner. All temporary Bonds so surrendered shall be
cancelled and filed by the City Treasurer (or the Fiscal Agent, if
any). The City Treasurer shall deliver or cause to be delivered
the Bonds to the Underwriter upon receipt of the purchase price
therefor and accrued interest on the Bonds to the date of
delivery.
Section 4. Fiscal Agent. The City Council hereby
authorizes the City Treasurer to appoint a Fiscal Agent to act as
agent for the City Treasurer in the performance of any duty
required to be performed by the City Treasurer pursuant to this
Resolution or the Bond Act, or to take any action authorized to be
taken in connection with the Bonds. The contract with any such
Fiscal Agent shall be subject to approval by the City Council.
The Fiscal Agent shall keep a register showing the series, number,
date, amount, rate of interest, payee and endorsees of each Bond
and the number and amount of the principal and interest install-
ments paid from time to time, as provided in this Resolution.
Section 5. Establishment of Special Funds and Accounts.
For administering the proceeds of the sale of Bonds and the
payment of principal of and interest thereon, there are hereby
created and established the following special funds: (i) the
Improvement Fund and (ii) the Redemption Fund.
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A. Improvement Fund. There is hereby created by this
Resolution with the City Treasurer a special fund called the
"Improvement Fund." Except as provided in Paragraph B of this
Section 5, the proceeds of sale of the Bonds, together with all
amounts paid on the assessments prior to the issuance of the
Bonds, shall be deposited in the Improvement Fund. Disbursements
from the Improvement Fund shall be made by the City Treasurer for
the costs and expenses of the work, improvements, acquisitions and
incidental costs set forth in the Engineer's Report, as modified,
prepared pursuant to the Resolution of Intention. Moneys received
by the City from the cash payments of assessments, contributions
or any other source for the installation, construction and
financing of the improvements described in the Resolution of
Intention, together with the proceeds received from the sale of
the Bonds, but not including the accrued interest which shall be
placed in the Redemption Fund, shall be placed in the Improvement
Fund. Disbursement from the Improvement Fund shall be made to pay
the costs of such improvements, together with all costs and
expenses incidental thereto, or to pay such other costs as may be
permitted by the Bond Act or the 1913 Act. Any surplus remaining
in the Improvement Fund after payment of all costs of such
improvements, including, without limitation, repayment of
incidental and other costs and expenses advanced by the City,
shall be used for one or more of the following purposes:
1. For transfer to the general fund of the City, pro-
vided that the amount of any such transfer shall not exceed the
lesser of $1,000 or five percent of the total amount expended from
the Improvement Fund.,
2. As a credit upon the assessment and any supplemental
assessment.
3. For the maintenance of such improvements.
Be Redemption Fund. There is hereby created by this
Resolution with the City Treasurer a special fund to be held by
the City Treasurer (or Fiscal Agent, if any) called the "Redemp-
tion Fund." All sums received from the collection of the assess-
ments and of the interest installments on the assessments,
together with penalties thereon, if any, shall be deposited in the
Redemption Fund, which shall be a trust fund for the benefit of
the registered owners of the Bonds. Payment of the Bonds at
maturity, or at redemption prior to maturity, and all interest on
the Bonds shall be made from the Redemption Fund.
Section 6. Pavment of Bonds. The principal of and
interest on the Bonds shall be payable at the office of the City
Treasurer (or the Fiscal Agent, if any) by check, draft or warrant
mailed to the registered owner of each Bond at the registered
owner's address appearing on the register maintained by the City
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Treasurer (or the Fiscal Agent, if any) on the fifteenth day
preceding an interest payment.
Section 7. Lost, Destroyed, Mutilated or Stolen Bonds.
In case any Bond shall become lost, destroyed, mutilated or
stolen, upon proof of ownership satisfactory to the City and upon
the surrender of such mutilated Bond, at the office of the City
Treasurer, (or the Fiscal Agent, if any) or upon the receipt of
evidence satisfactory to. the City of such destruction, theft or
loss, and upon receipt of indemnity satisfactory to the City, and
upon payment of all expenses incurred by the City therefor, the
City shall cause to be executed and delivered at the office of the
City Treasurer, (or the Fiscal Agent, if any) a duplicate Bond of
the same maturity and for- - the same aggregate principal amount, of
like tenor and date, bearing the same number or numbers, with such
notations as the City shall determine, in exchange and substitu-
tion for and upon cancellation of the mutilated Bond, or in lieu
of and in substitution for the Bond so lost, destroyed or stolen.
If any such lost, destroyed, mutilated or stolen Bond shall have
matured, payment of the amount du -e thereon may -be -made by the City
upon receipt of like proof, indemnity and payment of expenses.
Any such duplicate Bonds issued pursuant to this Section 7 shall
be entitled to equal and proportionate benefits with all other
Bonds issued hereunder, and the City Treasurer (and the Fiscal
Agent, if any) shall not be required to treat both the original
Bond and any duplicate Bond as being outstanding for the purpose
of determining the principal amount of Bonds which may be issued
hereunder or for the purpose of determining any percentage of
Bonds outstanding hereunder, but both the original and duplicate
Bond shall be treated as one and the same.
Section 8. Registration and Transfer. The City
Treasurer shall keep a register in the office of the City
Treasurer, showing the series, number, date, amount, rate of
interest, payee and endorsees of each Bond, and the number and
amount of the principal and interest installments paid. The Bonds
shall be negotiable only by transfer of registration. A Bond may
be registered to a new owner by completing the assignment certifi-
cate on the reverse of the Bond and delivering the Bond to the
City Treasurer (or the Fiscal Agent, if any). Upon registration,
a Bond may be replaced.
Section 9. Default. In the event of a default in the
payment of any Bond or any installment of interest thereon, the
registered owners shall have the remedies set forth in the Bond
Act.
Section 10. Use of Proceeds and Improvements. All use
of the improvements and works installed and constructed in connec-
tion with the Improvement District by any person or entity is and
shall be on the same basis as that of the general public, that is,
neither the improvements nor any portion thereof shall be used for
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a "private business use" within the meaning of that term under
Section 141(b) of the Code. The City shall not take any action
which would result in the Bonds being "arbitrage bonds" within the
meaning of Section 148 of the Code. On the basis of the facts,
estimates and circumstances now in existence, and in existence on
the date of the Bonds as determined by the City Treasurer, the
City Treasurer is hereby authorized and directed to certify that
it is not expected that the proceeds of the Bonds will be used in
a manner that would cause the Bonds to be such arbitrage bonds.
No proceeds of the issue shall be used (directly or indirectly) to
make or finance loans (other than loans described in Section
141(c) (2) of the Code) to persons other than governmental units.
The City covenants and agrees to take no action which, in the
opinion of counsel, would result in the interest received by the
registered owners becoming taxable under federal income tax laws.
Any opinion of such counsel may be based upon, insofar as it
relates to factual matters, information which is in the possession
of the City as shown by a certificate or opinion of, or represen-
tation by, an officer or officers of the City, unless such
counsel knows, or in the exercise of reasonable care should have
known, that the certificate or opinion or representation with
respect to the matters upon which such opinion may be based, as
aforesaid, is erroneous. As used herein, "opinion of counsel"
means a written opinion of an attorney or firm of attorneys
nationally recognized in the field of municipal bond law. The
City hereby further covenants and agrees that it shall take no
action and shall permit no action to be taken which would cause
the Bonds to be federally guaranteed within the meaning of that
term , under Section 14 9 (b) of the Code.
Section 11. Prior Redemption. The Bonds may be
redeemed by the owner of or any person interested in any lot or
parcel of land upon which a Bond has been issued, in the manner
provided in the Bond Act, at any time before maturity, and before
commencement of proceedings for sale, upon payment to the City
Treasurer, for the registered owner of the Bond, of the amount
then unpaid on the principal sum thereof, with interest thereon
(if not previously paid) up to the next succeeding January 2nd or
July 2nd, as the case may be, at the rate set forth in the Bond,
and all penalties accrued and unpaid, together with a premium of
five percent of such unmatured principal.
Section 12. Qualified Tax - Exempt Obligations. The
total aggregate principal amount of qualified tax - exempt obliga-
tions (within the meaning of that term under Section 265 (b) (3) of
the Code) issued or reasonably anticipated to be issued during
this calendar year by the City and any subordinate entities of the
City together with the principal amount of Bonds issued pursuant
to this Resolution does not exceed $10,000,000. The City hereby
designates the Bonds as "qualified tax - exempt obligations."
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Section 13. Reasonable Expectations Regarding Rebate.
The aggregate face amount of all tax - exempt bonds issued by the
City during this calendar year is not reasonably expected to
exceed $5,000,000.
Section 14. Purchase Contract. The Purchase Contract,
substantially in the form presented to the City Council at this
meeting and now on file in the office of the City Clerk, is hereby
approved, and the City Manager, Mayor or other member of the City
Council, or the City Clerk, or the City Treasurer are hereby
authorized and directed to execute the Purchase Contract and to
approve modifications or changes thereto so long as the Bonds
described in such Purchase Contract do not exceed the total
aggregate amount of unpaid assessments as shown on the List of
Unpaid Assessments, so long as the interest rate of the Bonds does
not exceed 12 percent per annum and so long as the underwriting
spread with respect to the Bonds does not exceed three percent.
Section 15. Official Statement, The Underwriter is
hereby authorized to prepare an Official Statement regarding the
Bonds to be furnished to prospective purchasers of the Bonds, such
Official Statement to be substantially in the form and content of
the draft of the Official Statement presented to the City Council
at this meeting and now on file in the office of the City Clerk.
Section 16. Partial Invalidity. If any section, para-
graph, subdivision, sentence, clause or phrase of this Resolution
shall for any reason be adjudged by any court of competent juris-
diction to be unconstitutional, unenforceable or invalid, such
judgment shall not affect the validity of the remaining portions
of this Resolution. The City 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 pur-
suant 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
circumstance, may be held to be unconstitutional, unenforceable or
invalid.
Section 17. General Authorization. The members of the
City Council, the City Clerk, City Treasurer and other City
officers, deputy officers, employees, consultants and legal
counsel are hereby authorized to do all acts and things which may
be required of them by this Resolution, or which may be necessary
or desirable in carrying out the issuance of the Bonds as provided
by this Resolution and all matters incidental thereto, including,
without limitation, to execute such agreements, certificates,
receipts, opinions and other documents, including the Official
Statement, and to deliver at the closing and delivery of the
Bonds any and all of the foregoing as may be appropriate in the
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circumstances. All such acts and things heretofore done are
hereby approved, ratified and confirmed.
PASSED, APPROVED and ADOPTED this 18th day of April,
1989.
I
�SITATE OF CALIFORNIA
�OUNTY OF LOS ANGELES
CITY OF RANCHO PALOS VERDES
SS
jA
MAYOR
I, JO PURCELL, City Clerk of the City Council of the
City of Rancho Palos Verdes, hereby certify that the above
Resolution No. 89 -31 was duly and regularly passed and
adopted by the said City Council at a regular meeting thereof
held on the 18th day of April, 1989.
CITY CLERK
CITY RANCHO PALOS VERDES
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