HomeMy WebLinkAboutFFA Reso No. 2021-3 Lease Revenue Refunding Bonds Series 2021A
RESOLUTION NO. FFA 2021-3
RESOLUTION OF THE BOARD OF DIRECTORS OF THE LAKE ELSINORE
FACILITIES FINANCING AUTHORITY, LAKE ELSINORE, CALIFORNIA,
AUTHORIZING THE EXECUTION AND DELIVERY BY THE AUTHORITY OF A
GROUND LEASE, LEASE AGREEMENT, AN INDENTURE, AN ASSIGNMENT
AGREEMENT AND A TERM SHEET IN CONNECTION WITH THE ISSUANCE
OF LAKE ELSINORE FACILITIES FINANCING AUTHORITY LEASE REVENUE
REFUNDING BONDS, SERIES 2021A, AUTHORIZING THE ISSUANCE OF
SUCH BONDS IN AN AGGREGATE PRINCIPAL AMOUNT OF NOT TO
EXCEED $11,000,000, AND AUTHORIZING THE EXECUTION OF NECESSARY
DOCUMENTS AND CERTIFICATES AND RELATED ACTIONS
Whereas, the Lake Elsinore Recreation Authority (the “Recreation Authority”) has
previously issued its Lease Revenue Refunding Bonds (Public Facilities Project) Series 2013 (the
“2013 Bonds”) to refinance the costs of various “public capital improvements” within the meaning
of the Act (defined below), all of which are located within the boundaries of the City of Lake
Elsinore (the “City”) and collectively constitute the “Project;”
Whereas, the Lake Elsinore Facilities Financing Authority (the “Authority”) and the City
have determined that it would be in the best interests of the Authority, the City and residents of
the City to authorize the preparation, sale and delivery of the “Lake Elsinore Facilities Financing
Authority Lease Revenue Refunding Bonds, Series 2021A” (the “Bonds”) for the purpose of
further refinancing the costs of the Project by refunding the 2013 Bonds;
Whereas, in order to facilitate the issuance of the Bonds, the City and the Authority desire
to enter into a Ground Lease between the City and the Authority (the “Ground Lease”) pursuant
to which the City will lease certain real property (which real property shall consist of assets
generally described as the Canyon Hills Fire Station No. 94, McVicker Park Fire Station No. 85,
Rosetta Canyon Fire Station No. 97, Alberhill Community Park, Lake Point Park, McVicker
Canyon Park & Skate Park, and Rosetta Canyon Community Park & Dog Park (together, the
“Leased Assets”) to the Authority, and a Lease Agreement between the City and the Authority
(the “Lease Agreement”), pursuant to which the City will lease the Leased Assets back from the
Authority, and pay certain Base Rental Payments (as defined in the Lease Agreement), which are
pledged to the owners of the Bonds by the Authority pursuant to an Indenture of Trust by and
between Wilmington Trust, National Association (the “Trustee”) and the Authority (the
“Indenture”);
Whereas, the Authority and the Trustee desire to enter into an Assignment Agreement in
order to provide, among other things, that all rights to receive the Base Rental Payments have
been assigned without recourse by the Authority to the Trustee;
Whereas, the Bonds will be issued pursuant to the Marks-Roos Local Bond Pooling Act
of 1985, commencing with Section 6584 of the California Government Code (the “Act”);
Whereas, following distribution to various private placement banks of a Request for
Proposals, the Authority and the City have been presented with a term sheet from Bank of the
West (the “Purchaser”), pursuant to which the Purchaser has agreed to purchase the Bonds
through a direct placement;
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Whereas, the City and the Authority have determined that a direct placement sale of the
Bonds to the Purchaser will result in a significant public benefit to the City, taking into
consideration the expected lower administrative expenses and the ability to facilitate a more
efficient and timely closing than a public sale;
Whereas, the City is a member of the Authority and the Project is located within the
boundaries of the City;
Whereas, the Board of Directors of the Authority (the “Board of Directors”) has been
presented with the form of each document referred to herein, and the Board of Directors has, with
the assistance of the Authority’s staff, reviewed each document and desires to approve, and
authorize and direct the execution of, such documents and the consummation of such refinancing;
and
Whereas, all acts, conditions and things required by the laws of the State of California to
exist, to have happened and to have been performed precedent to and in connection with the
consummation of such refinancing authorized hereby do exist, have happened and have been
performed in regular and due time, form and manner as required by law, and the Authority is now
duly authorized and empowered, pursuant to each and every requirement of law, to consummate
such refinancing for the purpose, in the manner and upon the terms herein provided.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF DIRECTORS OF THE
LAKE ELSINORE FACILITIES FINANCING AUTHORITY, as follows:
Section 1. All of the recitals herein contained are true and correct and the Board of
Directors so finds.
Section 2. The forms of the Lease Agreement and the Ground Lease, on file with the
Secretary of the Authority, are hereby approved, and the Chair of the Authority, or such other
member of the Board of Directors as the Chair may designate, the Executive Director of the
Authority and the Treasurer of the Authority (the “Authorized Officers”), are each hereby
authorized and directed, acting alone, for and in the name and on behalf of the Authority, to
execute and deliver the Lease Agreement and the Ground Lease, in substantially said forms, with
such changes, insertions and omissions therein as the Authorized Officer executing the same
may require or approve, such approval to be conclusively evidenced by the execution and delivery
thereof; provided, however, that the term of the Lease Agreement and the Ground Lease shall
terminate no later than February 1, 2032 (provided that such term may be extended as provided
therein) and the true interest cost applicable to the interest components of the Base Rental
Payments shall not exceed 3.00% per annum.
Section 3. The form of Indenture, on file with the Secretary of the Authority, is hereby
approved, and the Authorized Officers are each hereby authorized and directed, for and in the
name and on behalf of the Authority, to execute and deliver the Indenture in substantially said
form, with such changes, insertions and omissions therein as the Authorized Officer executing
the same may require or approve, such approval to be conclusively evidenced by the execution
and delivery thereof; provided, however, that the aggregate amount of the Bonds shall not exceed
$11,000,000, the final maturity date of the Bonds shall be no later than February 1, 2032 and the
true interest cost applicable to the Bonds shall not exceed 3.00% per annum.
Section 4. The issuance of not to exceed $11,000,000 aggregate principal amount of
the Bonds, in the principal amount(s), bearing interest at the rate(s) and maturing on the date(s)
as specified in the Indenture as finally executed, is hereby authorized and approved.
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Section 5. The form of Assignment Agreement, on file with the Secretary of the
Authority, is hereby approved, and the Authorized Officers are each, acting alone, hereby
authorized and directed, for and in the name and on behalf of the Authority, to execute and deliver
the Assignment Agreement in substantially said form, with such changes, insertions and
omissions therein as the Authorized Officer executing the same may require or approve, such
approval to be conclusively evidenced by the execution and delivery thereof.
Section 6. The Purchaser has offered to purchase the Bonds on a direct placement
basis pursuant to the terms of a Term Sheet (the “Term Sheet”), in the form submitted at this
meeting and made a part hereof as though set forth in full herein. The Authorized Officers, each
acting alone, are hereby authorized and directed to execute the Term Sheet, if necessary, and to
take any and all actions necessary to effectuate the sale of the Bonds to the Purchaser in
accordance with the Term Sheet, and any such actions previously taken are hereby ratified and
approved.
Section 7. The form of the Placement Agent Agreement (the “Placement Agent
Agreement”) among the City, the Authority and Stifel, Nicolaus & Company, Incorporated, as
Placement Agent, in the form presented herewith, is hereby approved. The Authorized Officers
each acting alone, are hereby authorized and directed, for and in the name of the Authority, to
execute and deliver the Placement Agent Agreement, if necessary, in substantially said form, with
such changes, insertions and omissions therein as the Authorized Officer executing the same
may require or approve, such approval to be conclusively evidenced by the execution and delivery
thereof.
Section 8. The officers and agents of the Authority are hereby authorized and
directed, jointly and severally, to do any and all things which they may deem necessary or
advisable in order to consummate the transactions herein authorized and otherwise to carry out,
give effect to and comply with the terms and intent of this Resolution, including, but not limited to,
revising the bond caption in the documents approved herein. Each of the Authorized Officers is
hereby expressly authorized to remove, add or substitute one or more additional City-owned
properties for any or all of the Leased Assets, should such Authorized Officer determine in his or
her sole discretion that it is in the best interests of the Authority to use alternative City-owned
property. All actions heretofore taken by the officers and agents of the Authority with respect to
the transactions set forth above are hereby approved, confirmed and ratified
Section 9. The Board of Directors acknowledges that the good faith estimates
required by Section 5852.1 of the California Government Code are disclosed in the staff report
and are available to the public at the meeting at which this Resolution is approved.
Section 10. This Resolution shall take effect from and after its date of adoption.
Passed and Adopted at a regular meeting of the Lake Elsinore Facilities Financing
Authority this 14th day of December 2021.
Robert E. Magee
Chair
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Attest:
Candice Alvarez, MMC
Secretary
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.
CITY OF LAKE ELSINORE )
I, Candice Alvarez, MMC Secretary of the Lake Elsinore Facilities Financing Authority do hereby
certify that Resolution No. FFA 2021-3 was adopted by the Lake Elsinore Facilities Financing
Authority at the Regular meeting of December 14, 2021 and that the same was adopted by the
following vote:
AYES: Authority Members Tisdale, Johnson, and Manos; Vice-Chair Sheridan; and
Chair Magee
NOES: None
ABSENT: None
ABSTAIN: None
Candice Alvarez, MMC
Secretary
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