HomeMy WebLinkAbout84-24 - Issuance of Bonds, Assessment District 82-214
RESOLUTION NO. 84-24
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CITY OF COSTA MESA, CALIFORNIA, AUTHORIZING AND
PROVIDING FOR THE ISSUANCE OF BONDS PURSUANT TO
THE "IMPROVEMENT BOND ACT OF 1915".
WHEREAS, the City Council of the City of Costa Mesa, California, has
heretofore undertaken proceedings pursuant to the "Municipal Improvement
Act of 1913," being Division 12 of the Streets and Highways Code of the
State of California, and has confirmed assessments upon lands within a
special assessment district described in a Resolution of Intention previ-
ously adopted for said improvements, said special assessment District
known and designated as ASSESSMENT DISTRICT NO. 82-2, SOUTH COAST METRO
CENTER (hereinafter referred to as the "Assessment District"); and
WHEREAS, said proceedings provided for the issuance of bonds pursu-
ant to the "Improvement Bond Act of 1915," being Division 10 of the Streets
and Highways Code of the State of California, and it is necessary to estab-
lish terms and provisions of such issuance; and
WHEREAS, the final unpaid balance to assessment, as well as the
denanination and amounts to mature each year, cannot be determined until
following the 30 -day cash collection period after the recordation of said
assessment; and
WHEREAS, there has now been presented for consideration by this
legislative body an Official Statement containing infromation including
but not limited to the Assessment District and the type of bonds, including
terns and conditions thereof;
NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS:
SECTION 1. That the above recitals are all true and correct.
SECTION 2. Unpaid Assessments. The Treasurer shall, immediately
upon the completion of the 30 -day cash collection period, determine the
assessments which are unpaid and the aggregate amount thereof as authorized
by Section 8621 of the Streets and Highways Code of the State of California.
SECTION 3. Registered Bonds. Said bonds shall be issuable only as
fully registered bonds in the denomination of $5,000, or any integral
multiple thereof, except for one bond maturing in the first year of matur-
ity, which shall include the amount by which the total issue exceeds the
maximum integral multiple of $5,000.00 contained therein.
SECTION 4. Date of Bonds. All of said bonds shall be dated the
9th day of March, 1984, and interest shall accrue from that date.
SECTION 5. Maturity and Denanination. The bonds shall be issued
in serial form with annual maturities on July 2 of every year succeeding
the first ten (10) months after their date, until the whole is paid. The
amount maturing each year shall be such as to result in approximately equal
annual debt service during the term of the issue as reflected by the inter-
est rate and/or rates and principal amounts maturing in the respective
years of maturity, and the Treasurer or designated Registrar shall, immedi-
ately upon canpletion of the cash collection period, prescribe the denomi-
nations of the bonds, which shall be in convenient amounts, not necessarily
equal, and shall further provide for their issuance and delivery.
SECTION 6. Interest. Each bond shall be of a single maturity and
shall bear interest at the rate as set forth in the accepted bid proposal
for said bonds from the interest payment date next preceding the date on
which it is authenticated and registered, unless said bond is authenticated
and registered as of an interest payment date, in which case it shall bear
interest frau said interest payment date, or unless said bond is authen-
ticated and registered prior to the first interest payment date, in which
case it shall bear interest frau its date, until payment of its principal
sum has been discharged.
SECTION 7. Place of Payment. The principal and interest on the
bonds shall be payable in lawful money of the United States of America at
the office of the Treasurer, or such paying agent as may be designated by
Resolution of the legislative body.
Principal and interest on said bonds shall be paid by check or draft
to the registered owner thereof at his address as it appears on the books
of registration, or at such address as may have been filed with the
Treasurer for that purpose, as of the 15th day immediately preceding said
interest payment date.
SECTION 8. Redemption. This bond, or a portion thereof if issued
in a denomination greater than $5,000, shall be subject to redemption and
payment in advance of maturity in increments of $5,000 as provided in
Section 8768 of the Streets and Highways Code, on the 2nd day of January
or July in any year, by giving the notice provided in said law to the
registered owner thereof at his address as it appears on the books of
registration and by paying principal of and accrued interest on such
redeemed amount, together with a premium equal to five percent (5%) of the
redeemed principal amount. If less than the entire bond is redeemed, the
unredeemed portion shall be reissued to the registered owner thereof.
SECTION 9. Transfer of Registered Bonds. Any fully registered bond
may, in accordance with its terms, be transferred upon the books of regis-
tration required to be kept pursuant to the provisions of Section 11 by the
owner in whose name it is registered, or by his duly authorized attorney or
legal representative, upon surrender of such fully registered bond for
registration of such transfer, accompanied by delivery of a written instru-
ment or transfer in a form approved by the Treasurer and by the owner of
said bonds, duly executed.
The Treasurer shall require the payment by the bondholder requesting
such transfer of any tax or other governmental charge required to be paid
with respect to such transfer and such charges as provided for in the
system of registration for registered debt obligations.
No transfer of fully registered bonds shall be required to be made
during the fifteen (15) days next preceding each interest payment date.
SECTION 10. Exchange of Registered Bonds. Fully registered bonds
may be exchanged at the office of the Treasurer, or designated transfer
agent/registrar, for a like aggregate principal amount of bonds of the
same series, interest rate and maturity, subject to the terms and condi-
tions provided in the system of registration for registered debt obliga-
tions, including the payment of certain charges, if any, upon surrender
and cancellation of this bond. Upon such transfer and exchange, a new
registered bond or bonds of any authorized denomination or denominations
of the same maturity for the same aggregate principal amount will be issued
to the transferee in exchange therefor.
SECTION 11. Books of Registration. There shall be kept by the
Treasurer sufficient books for the registration and transfer of the bonds
and, upon presentation for such purpose, the Treasurer shall, under such
reasonable regulations as it may prescribe, register or transfer or cause
to be registered or transferred, on said register, bonds as hereinbefore
provided.
SECTION 12. Execution of Bonds. The bonds shall be executed in
facsimile by the Treasurer and by the City Clerk, and the corporate seal
shall be imprinted in facsimile on the bonds. The bonds shall then be
delivered to the transfer agent and registrar, for authentication and
registration. In case an officer who shall have signed or attested to any
of the bonds by facsimile or otherwise shall cease to be such officer
before the authentication, delivery and issuance of the bonds, such bonds
nevertheless may be authenticated, delivered and issued, and upon such
authentication, delivery and issue, shall be as binding as though those
who signed and attested the same had remained in office.
SECTION 13. Authentication. Only such of the bonds as shall bear
thereon a certificate of authentication substantially in the form below,
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manually executed by the transfer agent and registrar, shall be valid or
obligatory for any purpose or entitled to the benefits of this Resolution,
and such certificate of the tranfer agent and registrar shall be conclusive
evidence that the bonds so authenticated have been duly executed, authen-
ticated and delivered hereunder, and are entitled to the benefits of this
Resolution.
FORM OF CERTIFICATE OF AUTHENTICATION AND REGISTRATION
This bond has been authenticated and registered on
CROCKER NATIONAL BANK
as Transfer Agent and Registrar
By:
SECTION 14. Negotiability, Registration and Transfer of Bonds. The
transfer of any bond may be registered only upon such books of registration
upon surrender thereof to the transfer agent and registrar, together with
an assignment duly executed by the owner or his attorney or legal represen-
tative, in satisfactory form. Upon any such registration of transfer, a
new bond or bonds shall be authenticated and delivered in exchange for such
bond, in the mane of the transferree, of any denomination or denominations
authorized by this Resolution, and in an aggregate prinncipal amount equal
to the principal amount of such bond or principal amount of such bond or
bonds so surrendered. In all cases in which bonds shall be exchanged or
transferred, the transfer agent and registrar shall authenticate at the
earliest practical time, bonds in accordance with the provisions of this
Resolution. All bonds surrendered in such exchange or registration trans-
fer shall forthwith be cancelled. The legislative body may make a charge
for every such exchange or registration of transfer of bonds sufficient
to reimburse it for any tax or other governmental charge required to be
paid with respect to such exchange or registration of transfer. The trans-
fer agent and registrar shall not be required to make such exchange or
registration of transfer of bonds during the fifteen (15) days immediately
preceding any January 2 or July 2.
SECTION 15. Ownership of Bonds. The person in whose name any bond
shall be registered shall be deemed and regarded as the absolute owner
thereof for all purposes, and payment of or on account of the principal
and redemption premium, if any, of any such bond, and the interest on any
such bond, shall be made only to or upon the order of the registered owner
thereof or his legal representative. All such payments shall be valid and
effectual to satisfy and discharge the liability upon such bond, including
the redemption premium, if any, and interest thereon, to the extent of the
sum or sums so paid.
SECTION 16. Mutilated, Destroyed, Stolen or Lost Bonds. In case any
bond secured hereby shall became mutilated or be destroyed, stolen or lost,
the legislative body shall cause to be executed and authenticated a new
bond of like date and tenor in exchange and substitution for any upon the
cancellation of such mutilated bond or in lieu of and in substitution for
such bond destroyed, stolen or lost, upon the owner's paying the reasonable
expenses and charges in connection therewith, and, in the case of a bond
destroyed, stolen or lost, his filing with the legislative body of evidence
satisfactory to it and to the Treasurer thereof that such bond was des-
troyed, stolen or lost, and of his ownership thereof, and furnishing the
legislative body with indemnity satisfactory to it.
SECTION 17. Cancellation of Bonds. All bonds paid or redeemed,
either at or before maturity, shall be cancelled upon the payment or
redemption of such bonds, and shall be delivered to the transfer agent and
registrar when such payment or redemption is made. All bonds cancelled
under any of the provisions of this Resolution shall be destroyed by the
transfer agent and registrar, which shall execute a certificate in dupli-
cate describing the bonds so destroyed, and shall retain said executed
certificate in its permanent files for the issue.
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SECTION 18. Reserve Fund. Pursuant to Part 16 of Division 10 of the
California Streets and Highways Code, as amended, there shall be created a
special reserve fund for the bonds to be designated by the name of the
Assessment District and specified as the special "Reserve Fund". The
Reserve Fund shall be funded as follows: The initial designated amount
shall be deposited in the Reserve Fund out of the bond proceeds. Periodi-
cally, at such times as may be determined by the legislative body, monies
representing interest on funds on deposit in the Reserve Fund shall be
transferred to the Reserve Fund, but only to the extent that the amount of
interest credited thereto shall not result in the bonds becoming "arbi-
trage bonds" as defined in Section 103(c) of the Internal Revenue Code of
1954, as amended, and the regulations promulgated and proposed thereunder.
Monies in the Reserve Fund shall be applied as follows:
A. Amounts in said Reserve Fund shall be transferred to the Redemp-
tion Fund for the bonds if, as a result of delinquencies in the payment of
assessments, there are insufficient monies in said Redemption Fund to pay
principal of and interest on the bonds. Amounts so transferred shall be
repaid to the Reserve Fund from proceeds from the redemption or foreclosure
of property with respect to which an assessment is unpaid and from payments
of the delinquent assessments:
B. Interest earned on monies in the Reserve Fund shall accrue to
the Reserve Fund only to the extent that the amount of interest credited
thereto shall not result in the bonds becoming "arbitrage bonds" as defined
in Section 103 (c) of the Internal Revenue Code of 1954, as amended, and
the regulations promulgated thereunder:
C. TAbenever monies in the Reserve Fund are sufficient to retire all
of the bonds outstanding, plus accrued interest thereon, such money shall
be transferred to the Redemption Fund for the bonds and collection of the
remaining unpaid assessments shall cease.
SECTION 19. Improvement Fund. The proceeds from the sale of the
bonds, after deposit of required amounts in the Reserve Fund and the
Redemption Fund, shall be placed in the fund hereby created, pursuant to
Sections 10602 and 10424 of the California Streets and Highways Code, as
amended, which shall be designated by the name of the Assessment District
and specifically the "Improvement Fund," and the monies in said Fund shall
be used only for the purposes authorized in said assessment proceedings.
Any surplus in the Improvement Fund after completion of the improvements
shall remain in the Improvement Fund for a period not less than two (2)
years from the receipt of bond proceeds as provided in Section 10427.1 of
the California Streets and Highways Code, and thereafter shall be utilized
or distributed as determined by the legislative body.
SECTION 20. Redemption Fund. Principal of and interest on said bonds
shall be paid out of the Redemption Fund created pursuant to Section 8671
of the California Streets and Highways Code. Accrued interest paid by
the purchaser of the bonds, if any, shall be deposited in the Redemption
Fund. In all respects not recited herein, said bonds shall be governed by
the provisions of the "Improvement Bond Act of 1915," Division 10 of the
California Streets and Highways Code, as amended.
SECTION 21. Covenant to Foreclose. The legislative body hereby cove-
nants that upon default of any assessment payment due, it will cause fore-
closure proceedings to be brought within one hundred twenty (120) days of
such default and thereafter diligently prosecute to completion such pro-
ceedings.
SECTION 22. order to Print and Authenticate Bonds. The Treasurer is
hereby instructed to cause bonds, as set forth above, to be printed, and
to proceed to cause said bonds to be authenticated and delivered to an
authorized representative of the purchaser, upon payment of the purchase
price as set forth in the accepted proposal for the sale of bonds.
SECTION 23. Arbitrage Certificate. on the basis of the facts, esti-
mates and circumstances now in existence and inexistence on the date of
issue of the bonds, as determined by the Treasurer, said Treasurer is
hereby authorized to certify that it is not expected that the proceeds of
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the issue will be used in a manner that would cause such obligations to be
arbitrage bonds. Such certification shall be delivered to the purchaser
together with the bonds.
SECTION 24. Designation of Transfer Agent, Paying Agent and Registrar.
The CROCKER NATIONAL BANK is hereby designated transfer agent, paying agent
and registrar with respect to these proceedings and the bonds to be issued.
SECTION 25. Official Statement. The Official Statement, as prepared
and submitted, is hereby approved and adopted, and the execution by the
Mayor and City Manager, and distribution is hereby authorized. A copy of
said Official Statement shall be kept on file with the transcript of these
proceedings and remain open for public inspection.
PASSED AND ADOPTED this 6th day of
ATTEST:
V.
ty Clerk of the City of Costa sa
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss
CITY OF COSTA MESA )
Febr 198
Mayor of the City of Costa Me
I, EILEEN P. PHINNEY, City Clerk and ex -officio Clerk of the City
Council of the City of Costa Mesa, hereby certify that the above and fore-
going Resolution No. 84-24 was duly and regularly passed and adopted by
said City Council at a regular meeting thereof, held on the 6th day of
February, 1984, by the following roll call vote:
AYES: COUNCIL MEMBERS: Hall, Johnson, Hertzog, Schafer
NOES: COUNCIL MEMBERS: McFarland
ABSENT: COUNCIL MEMBERS: None
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the Seal
of the City of Costa Mesa this 7th day of February, 1984.
J Ado
(fifty Clerk and ex -officio Clerk oirthe
City Council of the City of Cost& Mesa