HomeMy WebLinkAboutReso 2001-340 RESOLUTION NO. 2001-340
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA, ACTiNG iN ITS CAPACITY AS THE
LEGISLATIVE BODY OF COMMUNITY FACILITIES
DISTRICT NO. 99-1 (OTAY RANCH SPA ONE-PORTIONS OF
VILLAGE ONE, VILLAGE FIVE AND VILLAGE ONE WEST),
AUTHORIZING AND PROVIDING FOR THE ISSUANCE OF
A SECOND SERIES OF SPECIAL TAX BONDS OF THE
DISTRICT; APPROVING THE FORM OF THE FIRST
SUPPLEMENTAL RESTATED BOND INDENTURE, BOND
PURCHASE AGREEMENT, PRELIMINARY OFFICIAL
STATEMENT; CONTINUING DISCLOSURE AGREEMENT
AND OTHER DOCUMENTS, AND AUTHORIZING CERTAIN
ACTIONS IN CONNECTION WITH THE ISSUANCE OF
SUCH BONDS
WHEREAS, the City Council did previously conduct proceedings to form and did form a
community facilities district pursuant to the terms and provisions of the "Mello-Roos
Community Facilities Act of 1982," being Chapter 2.5, Part 1, Division 2, Title 5 of the
Government Code of the State of California (the "Act") and the City of Chula Vista Community
Facilities District Ordinance enacted pursuant to the powers reserved by the City of Chula Vista
under Sections 3, 5 and 7 of Article XI of the Constitution of the State of California (the
"Ordinance") (the Act and the Ordinance may be referred to collectively as the "Community
Facilities District Law"), said Commtmity Facilities District designated as COMMUNITY
FACILITIES NO. 99-1 (OTAY RANCH SPA ONE-PORTIONS OF VILLAGE ONE,
VILLAGE FIVE AND VILLAGE ONE WEST) (the "District") for the purpose of financing the
acquisition of certain public improvements; and
WHEREAS, this City Council has previously declared its intention to issue bonds to
finance the acquisition of such improvements, such bonds be issued pursuant to the terms and
provisions of the Community Facilities District Law and the City of Chula Vista Statement of
Goals and Policies Regarding the Establishment of Community Facilities Districts, as amended
to date (the "Goals and Policies"); and
WHEREAS, this City Council previously authorized the issuance of the $23,000,000 City
of Chula Vista Community Facilities District No. 99-1 (Otay Ranch Spa One Portions of
Village One, Village Five and Village One West) Special Tax Bonds, Series 1999 (the "Series
1999 Bonds") and approved a Bond Indenture, dated as of December 1, 1999 (the "Bond
Indenture"), by and between the District and U.S. Bank Trust National Association, as fiscal
agent (the "Fiscal Agent"), to establish the terms and conditions pertaining to the issuance, sale,
delivery and administration of the Series 1999 Bonds; and
WHEREAS, subsequent to the issuance of the Series 1999 Bonds, this City Council
approved a First Supplemental Bond Indenture, dated as of February 1, 2000 (the "First
Supplement Bond Indenture"), by and between the District and the Fiscal Agent to amend the
Bond Indenture; and
WHEREAS, subsequent to the approval of the First Supplemental Bond Indenture, this
City Council approved a Restated Bond Indenture, dated February 15, 2000, and effective as of
Resolution 2001-340
Page 2
March 1, 2000 (the "Restated Bond Indenture"), by and between the District and the Fiscal
Agent, to consolidate the Bond Indenture and the First Supplemental Bond Indenture into a
single document and to further amend such document; and
WHEREAS, the provisions of the Restated Bond Indenture establish the terms and
conditions pursuant to which the District may authorize the issuance of Parity Bonds (as such
term is defined in the Restated Bond Indenture); and
WHEREAS, at this time this City Council desires to set forth and establish the terms and
conditions pertaining to the issuance, sale, delivery and administration of the Series 2001 Bonds
(as defined below); and,
WHEREAS, in order to implement the issuance, sale, delivery and administration of the
Series 2001 Bonds, the forms of the following documents have been presented to and considered
for approval by this City Council:
A. First Supplemental Restated Bond Indenture by and between the District and the Fiscal
Agent amending the Restated Bond Indenture to establish the terms and conditions
relating to the issuance, sale, delivery and administration of the Series 2001 Bonds on a
parity with the Series 1999 Bonds (the "First Supplemental Restated Bond Indenture");
B. Bond Purchase Agreement authorizing the sale of the Series 2001 Bonds to Stone &
Youngberg, LLC, the designated underwriter (the "Bond Purchase Agreement");
C. Preliminary Official Statement containing information including but not limited to the
District and the Series 2001 Bonds, including the terms and conditions thereof (the
"Preliminary Official Statement"); and
D. Continuing Disclosure agreement by and between the District and U.S. Bank Trust
National Association, as dissemination agent (the "Dissemination Agent"), pursuant to
which the District will be obligated to provide ongoing annual disclosure relating to the
Series 2001 Bonds (the "Continuing Disclosure Agreement"); and
WHEREAS, this City Council, with the aid of City staff, has reviewed and considered the
First Supplemental Restated Bond Indenture, the Bond Purchase Agreement, the Continuing
Disclosure Agreement and the Preliminary Official Statement and finds those documents suitable
for approval, subject to the conditions set forth in this resolution; and
WHEREAS, all conditions, things and acts required to exist, to have happened and to
have been performed precedent to and in the issuance of the Series 2001 Bonds as contemplated
by this resolution and the documents referred to herein exist, have happened and have been
performed or shall, by the adoption of this resolution, been ordered to have been preformed in
due time, form and manner as required by the laws of the State of California, including the
Community Facilities District Law and the Goals and Policies.
NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS:
SECTION 1. Recitals. The above recitals are true and correct.
Resolution 2001-340
Page 3
SECTION 2. Determinations. This legislative body hereby makes the following determinations
pertaining to the proposed issuance of the Series 2001 Bonds (as defined below):
A. The value of the property within District which will be subject to the special tax to pay
debt service on the Bonds will be at least 4 times the principal amount of the Series 1999
Bonds, the Series 2001 Bonds and the principal amount of all other bonds outstanding
that are secured by a special tax levied pursuant to the Act on property within the District
or a special assessment levied on property within the District (collectively, "Land
Secured Bonded Indebtedness"). The value of certain properties to be developed is,
however, is less than 3 times the Land Secured Bonded Indebtedness allocable to such
property. The foregoing determinations are based upon the full cash value of such
properties as shown upon an appraisal of the subject properties prepared by Bruce W.
Hull & Associates, a state certified real estate appraiser, as defined in Business and
Professions Code Section 11340(c). Such determination was made in a manner consistent
with the Goals and Policies.
B. The Goals and Policies generally require that the full cash value of the properties within
the District subject to the levy of the special taxes must be at least 4 times the Land
Secured Bonded Indebtedness allocable to such properties. Based upon the appraised
values of these properties, this provision of the Goals and Policies has been satisfied. The
Goals and Policies further provide that the full cash value of each development area for
which no final subdivision maps have been filed must also be at least 4 times the Land
Secured Bonded Indebtedness allocable to each such property. As stated in (a) above, the
full cash value of certain of the development areas is less than 4 times the Land Secured
Bonded Indebtedness allocable to such properties but greater than 2.9 times such
amounts. Pursuant to the Goals and Policies, the City Manager has determined, after
consultation with the Assistant City Manager, the City's bond counsel, the City's
financial advisor and Stone & Youngberg, LLC, the proposed underwriter of the Series
2001 Bonds (the "Underwriter"), that the value-to-debt ratio for such properties is
financially prudent under the circumstances of the District. Based upon the determination
of the City Manager that is set forth in the staff report related to this matter, this City
Council approves the issuance of the Series 2001 Bonds.
C. The terms and conditions of the Series 2001 Bonds as contained in the Restated Bond
Indenture, as amended by the First Supplemental Restated Bond Indenture to provide for
the issuance of the Series 2001 Bonds, are consistent with and conform to the Goals and
Policies.
D. As a result of the current status of development of the property within the District and the
relative overall lack of diversity of ownership of property within a significant portion the
District, the private sale of the Series 2001 Bonds to the Underwriter will result in a
lower overall cost to the District.
SECTION 2. Series 2001 Bonds Authorized. Pursuant to the Community Facilities District
Law, this Resolution and the First Supplemental Restated Bond Indenture and the Restated Bond
Indenture, special tax bonds of the District designated as "City of Chula Vista Community
Facilities District No. 99-1 (Otay Ranch Spa One-Portions Of Village One, Village Five And
Village One West) Special Tax Bonds, Series 2001" (the "Series 2001 Bonds") in an aggregate
principal amount not to exceed $20,000,000 are hereby authorized to be issued on a parity with
Resolution 2001-340
Page 4
the Series 1999 Bonds subject to the satisfaction of the conditions provided for in the Restated
Bond Indenture for the issuance of Parity Bonds. The date, manner of payment, interest rate or
rates, interest payment dates, denominations, form, registration privileges, manner of execution,
place of payment, terms of redemption and other terms, covenants and conditions of the Series
2001 Bonds shall be as provided in the Restated Bond Indenture, as amended by the First
Supplemental Restated Bond Indenture.
SECTION 3. Authorization and Conditions. The Assistant City Manger and such other official
or officials of the City as may be designated by this City Council to act for and on behalf of the
District (an "Authorized Officer") are each hereby individually authorized and directed to
execute and deliver the final form of the various documents and instruments described in this
Resolution, with such additions thereto or changes therein as such Authorized Officer may deem
necessary and advisable provided that no additions or changes shall authorize an aggregate
principal amount of Series 2001 Bonds in excess of $20,000,000, an annual interest rate on the
Bonds in excess of seven percent (7.00%) per year and a purchase price for the Bonds not less
than ninety-eight and twenty five hundredths percent (98.25%) of the par amount of the Series
2001 Bonds (excluding original issue discotmt, if any). The approval of all such additions or
changes shall be conclusively evidenced by the execution and delivery of such documents or
instruments by an Authorized Officer, upon consultation with and review by the City Attorney
and Best Best & Krieger LLP, the District's bond counsel.
SECTION 4. First Supplemental Restated Bond Indenture. The form of First Supplement
Restated Bond Indenture with respect to the Series 2001 Bonds as presented to this City Cotmcil
and on file with the City Clerk is hereby approved. An Authorized Officer is hereby authorized
and directed to cause the same to be completed and executed on behalf of the District, subject to
the provisions of Section 3 above.
SECTION 5. Official Statement and Continuing Disclosure Agreement. The City Council
hereby approves the form of the Preliminary Official Statement as presented to this City Council
and on file with the City Clerk, together with any changes therein or additions thereto deemed
advisable by the Assistant City Manager or, in the absence of the Assistant City Manager,
another Authorized Officer. Pursuant to Rule 15c2-12 under the Securities Exchange Act of 1934
(the "Rule") the Assistant City Manager or, in the absence of the Assistant City Manager,
another Authorized Officer is authorized to determine when Preliminary Official Statement is
deemed final, and the Assistant City Manager or such other Authorized Official is hereby
authorized and directed to provide written certification thereof. The execution of the final
Official Statement, which shall include such changes and additions thereto deemed advisable by
the Assistant City Manager or, in the absence of the Assistant City Manager, another Authorized
Officer pursuant to the Rule, shall be conclusive evidence of the approval of the final Official
Statement by the District. The City Council hereby authorizes the distribution of the final
Official Statement by the Underwriters (as defined below) as the initial purchasers of the Series
2001 Bonds.
The form o-i' Continuing Disclosure Agreement by and between the District and the
Dissemination Agent as presented to this City Cotmcil and on file with the City Clerk is hereby
approved. An Authorized Officer is hereby authorized and directed to cause the same to be
completed and executed on behalf of the District, subject to the provisions of Section 3 above.
Resolution 2001-340
Page 5
SECTION 6. Sale of Series 2001 Bonds. This City Council hereby authorizes and approves the
negotiated sale of the Series 2001 Bonds to the Underwriter. The form of the Bond Purchase
Agreement is hereby approved and an Authorized Officer is hereby authorized and directed to
execute the Bond Purchase Agreement on behalf of the District upon the execution thereof by the
Underwriter, subject to the provisions of Section 3 above.
SECTION 7. Series 2001 Bonds Prepared and Delivered. Upon the execution of the Bond
Purchase Agreement, the Series 2001 Bonds shall be prepared, authenticated and delivered, all in
accordance with the applicable terms of the Act and the Restated Bond Indenture, as amended by
the First Supplemental Restated Bond Indenture, and any Authorized Officer and other
responsible City officials, acting for and on behalf of the District, are hereby authorized and
directed to take such actions as are required under the Bond Purchase Agreement and the
Restated Bond Indenture, as amended by the First Supplemental Restated Bond Indenture, to
complete all actions required to evidence the delivery of the Series 2001 Bonds upon the receipt
of the purchase price thereof from the Underwriter.
SECTION 8. Actions. All actions heretofore taken by the officers and agents of the City, acting
for and on behalf of the District, with respect to the issuance, sale and delivery of the Series 2001
Bonds are hereby approved, confirmed and ratified, and the proper officers of the City, acting for
and on behalf of the District, are hereby authorized and directed to do any and all things and take
any and all actions and execute any and all certificates, agreements, contracts, and other
documents, which they, or any of them, may deem necessary or advisable in order to
consummate the lawful issuance and delivery of the Series 2001 Bonds in accordance with the
Community Facilities District Law, this Resolution, the Restated Bond Indenture, as amended by
the First Supplemental Restated Bond Indenture, the Bond Purchase Agreement, the Continuing
Disclosure Agreement, and any certificate, agreement, contract, and other document described in
the documents herein approved.
SECTION 9. Effective Date. This resolution shall take effect from and after its adoption.
Presented by Approved as to form by
Jffhn P. Lipp~tt Jo13~. raheny
l~ublic Works Director Ciffy Attorney
Resolution 2001-340
Page 6
PASSED, APPROVED, and ADOPTED by the City Council of the City of Chula Vista,
California, this 2na day of October, 2001, by the following vote:
AYES: Councilmembers: Davis, Padilla, Salas and Horton
NAYS: Councilmembers: None
ABSENT: Councilmembers: Rindone
Shirley Horton, Mayor
ATTEST:
Susan Bigelow, City Clerk
STATE OF CALIFORNIA )
COUNTY OF SAN DIEGO )
CITY OF CHULA VISTA )
I, Susan Bigelow, City Clerk of Chula Vista, California, do hereby certify that the foregoing
Resolution No. 2001-340 was duly passed, approved, and adopted by the City Council at a
regular meeting of the Chula Vista City Council held on the 2nd day of October, 2001.
Executed this 2nd day of October, 2001~
Susan Bigelow, City Clerk