HomeMy WebLinkAboutPFA Reso No 1995
RESOLUTION NO. PFA 95-1
A RESOLUTION OF THE LAKE ELSINORE PUBLIC
FINANCING AUTHORITY, AMENDING RESOLUTION NO.
PFA 94-2 TO PROVIDE FOR THE ISSUANCE OF SOLELY
A SINGLE ISSUE OF BONDS AND PROVIDING OTHER
MATTERS PROPERLY RELATING THERETO - 1990 LOCAL
OBLIGATIONS BONDS, SERIES D.
WHEREAS, th~ City of Lake Elsinore (the "City") and the
Redevelopment Agency of the City of Lake Elsinore (the "Agency")
have heretofore entered into a Joint Exercise of Powers Agreement
establishing the Lake Elsinore Pu~lic Financing Authority (the
"Authority") for the purpose of issuing its bonds to be used to
provide financing for public capital improvements of the City and
the Agency; and
WHEREAS, in order to provide for the financing of
additional public capital improvements of benefit to the city and
to refund in advance the Authority's outstanding 1990 Local Agency
Revenue Bonds, Series B, is~ued iL the original principal amount of
-
$15,700,000 (the "Prior Bonds"), the Authority has, pursuant to
Resolution No. PFA 94-2, adopted November 22, 1994, authorized the
issuance of its 1990 Local Obligation Revenue Bonds, Series D (the
"Series D Bonds") , and the issuance of its 1990 Local Obligation
Revenue Bonds, Series E (the "Series E Bonds") (the Series D Bonds
and the Series E Bonds being together herein referred to as the
"Bonds"); and
WHEREAS, the bonds were to be issued in two separate
series of bonds for credit rating purposes, which purposes are no
longer applicable;
WHEREAS, for more efficient marketing of the bonds, the
AuthorJ:ty now desires to amend Resolution No. PFA 94-2 to provide
for the issuance of solely a single issue of bonds, namely the
series D Bonds in an aggregate principal amount of not to exceed
$29,000,000;
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors
of the Lake Elsinore Public Financing Authority as follows:
PAGE TWO - RESOLUTION NO. PFA 95-1
SECTION 1. Amendment of Resolution No. PFA 94-2. Resolution
No. PFA 94-2 is hereby amended to delete all references to the
Series E Bonds and, thereby, to provide for the issuance of
solely a single issue of bonds, namely, the Series D Bonds,
and the Purchase Agreement, the Official Statement and other
documents and actions referred to in Resolution No. PFA 94-2
shall be deemed to be solely with respect to the Series D
Bonds.
SECTION 2. Confirmation of Actions. Except as provided
herein to the contrary, the Agency hereby confirms the actions
taken and to be taken pursuant to Resolution No. PFA 94-2.
SECTION 3. Effective Date. This Resolution shall take effect
from and after its passage and adoption.
PASSED, APPROVED AND ADOPTED this 11th day of April,
1995, by the following vote:
AYES:
AUTHORITY MEMBERS: ALONGI, BENDER, BRINLEY, WASHBURN,
PAPE
NOES:
AUTHORITY MEMBERS: NONE
ABSENT:
AUTHORITY MEMBERS:
NONE
NONE . // /\
~/ I I
~/// ! /,;! /4
">1/ u' ttfte7
IN W. P1tP~,CHAIRMAN
UBLIC FINANCING AUTHORITY
ABSTAIN:
AUTHORITY MEMBERS:
-
v:i L~
~ICKI KASAD, CLERK OF
THE AUTHORITY
APPROVED AS TO LEGAL FORM:
lke
JOHN R. COUNSEL
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) SS:
CITY OF LAKE ELSINORE )
-
I, VICKI KASAD, CITY CLERK OF THE CITY OF LAKE ELSINORE,
DO HEREBY CERTIFY that the foregoing Resolution duly adopted by the
Public Finance Authority of the City of Lake Elsinore at a regular
meeting of said Authority on 11th day of April, 1995, and that
it was so adopted by the following vote:
AYES: COUNCILMEMBERS: ALONGI, BENDER, BRINLEY, PAPE,
WASHBURN
NOES: COUNCILMEMBERS: NONE
ABSENT: COUNCILMEMBERS: NONE
-
ABSTAIN: COUNCILMEMBERS: NONE
0~~ry I
VICKI KAS~ CLERK
CITY OF LAKE ELSINORE
(SF..AL)
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) SS:
CITY OF LAKE ELSINORE )
I, VICKI KASAD, CITY CLERK OF THE CITY OF LAKE ELSINORE,
DO HEREBY CERTIFY that the above and foregoing is a full, true and
correct copy of Resolution No. PFA 95-1 of said Council, and that
the same has not been amended or repealed.
DA;;O:.. April 28, 1994
9\ f\ ry I
~~~k~CLERK
CITY OF LAKE EI$INORE
( SEAL)
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) SS:
CITY OF LAKE ELSINORE )
I, VICKI KASAD, CITY CLERK OF THE CITY OF LAKE ELSINORE,
DO HEREBY CERTIFY that the foregoing Resolution duly adopted by the
Public Finance Authority of the City of Lake Elsinore at a regular
meeting of said Authority on 26th day of September, 1995, and that
it was so adopted by the following vote:
AYES: COUNCILMEMBERS: BENDER, BRINLEY, PAPE
NOES: COUNCILMEMBERS: NONE
ABSENT: COUNCILMEMBERS: ALONGI, WASHBURN
ABSTAIN: COUNCILMEMBERS: NONE
( ----
0'-.(' -.-;--2/. _ ~
~U~>~
_VICKI 1(ASAI}, ~ITY CLERK
~rr.Y OF LAKE-ELSINORE
(s.:EA~) . -
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) SS:
CITY OF LAKE ELSINORE )
I, VICKI KASAD, CITY CLERK OF THE CITY OF LAKE ELSINORE,
DO HEREBY CERTIFY that the above and foregoing is a full, true and
correct copy of Resolution No. PFA 95-2 of said Council, and that
the same has not been amended or repealed.
D~~~~_sePtember 29, 1995
-~~~ERK
CITY .:eF LA1<E -ELSINORE
-. ~Sfl:AL)
RESOLUTION NO. PFA 95-2_
A RESOLunON OF THE LAKE ELSINORE PUBLIC FINANONG AUTHORITY
AUnIORIZING ISSUANCE BY THE AUTHORITY OF ITS 1995 SERIES A
HOUSING TAX ALLOCATION REVENUE BONDS (LAKE ELSINORE
REDEVELOPMENT PROJECTS) AND OF ITS 1995 SERIES B SUBORDINATE
HOUSING TAX ALLOCATION BONDS (LAKE ELSINORE REDEVELOPMENT
PROJECTS), AUnIORIZING SALE OF BONDS UPON CERTAIN TERMS AND
CONDmONS, APPROVING OFFIOAL ST ATEMENT RELATING TO THE
BONDS, APPROVING LOAN AGREEMENT RELATING TO THE PROCEEDS OF
THE BONDS, AUnIORIZING IN REM VALIDATION PROCEEDINGS WITH
RESPECT TO THE FOREGOING AND APPROVING OTHER MATTERS
PROPERLY RELATING THERETO
WHEREAS, the City of Lake Elsinore and the Redevelopment Agency of the City of
Lake Elsinore (the" Agency") have heretofore entered into a Joint Exercise of Powers Agreement
establishing the Lake Elsinore Public Financing Authority (the" Authority") for the purpose of
issuing its bonds, notes and other obligations to be used to provide financial assistance to the
City and the Agency; and
WHEREAS, the Authority proposes to issue two separate issues of bonds, namely, its
1995 Series A Housing Tax Allocation Bonds (Lake Elsinore Redevelopment Projects) (the
"Series A Bonds") and its 1995 Series B Subordinate Housing Tax Allocation Revenue Bonds
(Lake Elsinore Redevelopment Projects) (the "Series B Bonds") for the purpose of providing
funds to make a loan (the "Housing Loan") pursuant to the loan agreement hereinafter
described (the "Loan Agreement") to the Agency to finance low and moderate income housing
redevelopment activities of the Agency within or of benefit to its Rancho Laguna
Redevelopment Project Area No. I, its Rancho Laguna Redevelopment Project Area No. II and
its Rancho Laguna Redevelopment Project No. III (together the "Three Project Areas"); and
WHEREAS, both the Series A Bonds and the Series B Bonds are to be issued pursuant to
the Marks-Roos Local Bond Pooling Act of 1985, (the "Act") constituting Article 4
(commencing with Section 6584) of Chapter 5 of Division 7 of Title 1 of the Government Code
of the State of California; and
WHEREAS, the Series A Bonds will be payable from repayment of the Housing Loan on
a basis senior to the payment of the Series B Bonds from the repayment of the Housing Loan;
and
WHEREAS, the Series A Bonds and the Series B Bonds will be issued pursuant to
separate Indentures of Trust (respectively, the "Series A Indenture" and the "Series B
Indenture"), each dated as of November 1, 1995 and each by and between the Authority and
Union Bank, as trustee (the "Trustee"); and
WHEREAS, the Authority proposes to sell both the Series A Bonds and the Series B
Bonds to First California Capital Markets, Inc., (the "Underwriter") for offer and sale by the
Underwriter to members of the general public, and in connection with the offering of the Series
A Bonds and the Series B Bonds, the Underwriter has caused to be prepared an Official
Statement describing, among other things, the Authority, the Series A Bonds and the Series B
Bonds, a preliminary form of which is on file with the Authority Secretary; and
WHEREAS, the Underwriter has caused to be prepared and presented to the Authority
Board a form of contract for the purchase of the Series A Bonds and the Series B Bonds by the
Underwriter (the "Bond Purchase Contract"); and
WHEREAS, the Authority has heretofore issued its 1995 Series A Subordinate Tax
Allocation Series A. Notes in the aggregate principal amount of $8,385,000 (the "1995 Notes"),
the proceeds of WhICh were used to make a loan to each of the Three Project Areas (the "Prior
Loans"); and
WHEREAS, the net proceeds of the Housing Loan will be deposited by the Agency into
the Agency's Lo~ an~ Moderate Income Housing Fund (established pursuant to Section
33334.3 of the CalIforma Health and Safety Code) (the "Housing Fund") and the amount of
such deposit will be concurrently transferred by the Agency pursuant to interfund loans
(colle~tively, the "Interfund Loans") to each of the Three Project Areas to be used (i) to repay
the Pnor Loans (and, hence, the 1995 Notes), (ii) to finance additional redevelopment activities
within or to benefit to each of the Three Project Areas and (iii) for certain other uses and
purposes; and
WHEREAS, because the proceeds of the Housing Loan will be deposited in the Housing
Fund, the Housing Loan will be repaid by the Agency (and, hence, debt service on the Series A
Bonds and the Series B Bonds will be paid by the Authority) from tax increment revenues
allocated to the Agency with respect to the Three Project Areas pursuant to 33334.2 of the
California Health & Safety Code for deposit in the Housing Fund (the "Housing S~t-Aside
Revenues"); and
WHEREAS, because the proceeds of the Housing Loan will not be used immediately for
low and moderate income housing purposes, but will instead be initially loaned for the uses
and purposes of the Interfund Loans (the applicable low and moderate income housing
purposes to be financed with the proceeds of repayment of the Interfund Loans), co-bond
counsel to the Authority have advised this Board that it would be prudent for the Authority to
bring an action in the Superior Court of the County of Riverside requesting a judgment
approving the legal validity of the Series A Bonds, and the Series B Bonds, including, without
limitation, the use of the Housing Set-Aside Revenues to repay the Housing Loan and, hence,
the Series A Bonds and the Series B Bonds; and
WHEREAS, Section 53511 of the California Government Code authorizes the Authority
to bring such an action, in rem, pursuant to Sections 860 et seq. of the California Code of Civil
Procedure; and
WHEREAS, the Authority desires to adopt this resolution authorizing the issuance of
the Series A Bonds and the Series B Bonds pursuant to the Series A Indenture and the Series B
Indenture, respectively, in compliance with Section 864 of the California Code of Civil
Procedure, which Section provides that the Series A Bonds and the Series B Bonds shall be in
existence upon such adoption; and
WHEREAS, the Authority Board, with the aid of its staff, has reviewed the forms on file
with the Secretary of the Series A Indenture, the Series B Indenture, the Loan Agreement, the
preliminary Official State~en~ and the Purchase Contr~ct, ?nd the tra.ns?ctions therein
described and wishes at thIS hme to approve the foregomg m the publIc mterests of the
Authority subject to the terms and conditions set forth and also wishes to authorize the bringing
of the above described validation action;
NOW THEREFORE BE IT RESOLVED by the Board of Directors of the Lake Elsinore
Public Financing Authority as follows:
Section 1. Issuance of Series A Bonds. The Board hereby authorizes the issuance of the
Series A Bonds under and pursuant to the Act and the Series A Indenture for the purposes
hereinbefore described. The Board hereby approves the Series A Indenture in substantially the
-2-
form on file with ~he Secretary toget.her with any additions thereto or changes therein deemed
necessary or ~dvIsable by the ChaIrman or an authorized representative of the Chairman
whose executIOn t~ereof ~hall be conclusi~e evidence of approval of any such additions and
changes. The, ChaIrma~ IS hereby authorIZed and directed to execute, and the Secretary is
herebY,authorIZed and dIrected, to attest and affix the seal of the Authority to, the final form of
the ~~nes A In~enture for,and m.th: n~me and .on b~hal~ of the Authority, Such changes and
addItIons shall Include, wIthout lImItatIon, the insertIOn In the Series A Indenture of the final
a~gregate principal amount of the Series A Bonds and the final annual interest rates payable
wIth respect to the Series A Bonds, as provided in the executed Purchase Contract with the
Underwriter for the sale of the Series A Bonds. The Board hereby authorizes the delivery and
performance of the Series A Indenture.
Section 2. Issuance of Series B Bonds, The Board hereby authorizes the issuance of the
Seri~s B Bonds un,der and pursuant to the Act, and the Series B Indenture for the purposes
herembefore descnbed, The Board hereby approves the Series B Indenture in substantially the
form on file with the Secretary together with any additions thereto or changes therein deemed
necessary or advisable by the Chairman or an authorized representative of the Chairman,
whose execution thereof shall be conclusive evidence of approval of any such additions and
changes. The Chairman is hereby authorized and directed to execute, and the Secretary is
hereby authorized and directed to attest and affix the seal of the Authority to, the final form of
the Series B Indenture for and in the name and on behalf of the Authority. Such changes and
additions shall include, without limitation, the insertion in the Series B Indenture of the final
aggregate principal amount of the Series B Bonds and the final annual interest rates payable
with respect to the Series B Bonds, as provided in the executed Purchase Contract with the
Underwriter for the sale of the Series B Bonds. The Board hereby authorizes the delivery and
performance of the Series B Indenture.
Section 3. Combined Principal Amount. The combined principal amount of the Series A
Bonds and the Series B Bonds shall not exceed $32,000,000.
Section 4. Approval of the Loan Agreement. The Board hereby authorizes and
approves the making of the Housing Loan to the Agency pursuant to the Housing Fund Loan
Agreement; dated as of November 1, 1995, by and between the Authority and the Agency (the
"Loan Agreement"). The Board hereby approves the Loan Agreement in substantially the form
on file with the Secretary together with any additions thereto or changes therein (including, but
not limited to, the principal amount of the Housing Loan and the schedule for repayment of the
Housing Loan) deemed necessary or advisable by the Chairman or an authorized representative
of the Chairman, whose execution thereof shall be conclusive evidence of approval of any such
additions and changes. The Chairman is hereby authorized and directed to execute, and the
Secretary is hereby authorized and directed to attest and affix the seal of the Authority to, the
final form of the Loan Agreement for and in the name and on behalf of the Authority. The
Board hereby authorizes the delivery and performance of the Loan Agreement.
Section 5. Official Statement. The Board hereby approves the matters contained in the
preliminary Official Sta~ement des~ribing the Authori,ty and, respectively, .the Series A. Bon,ds
and the Series B Bonds, m substantIally the form subrmtted by the UnderwrIter and on file WIth
the Authority Secretary with such changes and modifications as shall be necessary or
appropriate and when completed to the satisfaction of the Tre~surer of the Autho~it~, the
Treasurer is authorized and directed, on behalf of the Authonty to deem the prelIminary
Official Statement "final" pursuant to Rule 15c2-12 under the Security and Exchange Act of
1934. The Board further approves distribution of the preliminary Official Statement by the
Underwriter to persons who may be interested in purchasing the Series A Bonds and the Series
B Bonds, The Board hereby approves the final Official Statement describing the Series A Bonds
and the Series B Bonds. Distribution of the final Official Statement by the Underwriter is
-3-
hereby. ~pproved. T~e Chairman i~ here~y. authorized and directed to approve any changes in
or ~ddItIons to the fmal form of saId OfficIal Statement to conform to the requirements of the
Sen~s A In?enture and the .Series B Indenture, as applicable, and the related proceedings. The
Charrman IS hereby authorIZed to execute and deliver the final Official Statement on behalf of
the Authority.
Section. 6. Sale of Series A ~onds and Series B Bonds. The Board hereby approves the
sale of the Senes A Bonds and Senes B Bonds to the Underwriter, pursuant to the Purchase
C~ntract by and between the ~uthority and the Underwriter, in substantially the form on file
WIt~ the Secretary, together WIth an~ changes therein or additions thereto approved by the
ChaIrman, who shall execute and deliver the Purchase Contract in the name and on behalf of
the ~~thority and whose exec~tion thereof shall be conclusive evidence of approval of any such
addItIons and changes; proVIded that the purchase price received by the Authority for the
Series A Bonds shall be not less than ninety-seven percent (97%) of the par amount thereof,
exclusive of original issue discount, and the average annual stated interest rate to be borne by
the Series A Bonds shall not exceed eight and three-quarters percent (8.75%) per annum, the
purchase price received by the Authority for the Series B Bonds shall be not less than ninety-
seven percent (97%) of the par amount thereof, exclusive of original issue discount, and the
average annual stated interest rate to be borne by the Series B Bonds shall not exceed eight and
three-quarters percent (8.75%) per annum.
Section 7. Action For Validation. Jones, Hall, Hill and White, a Professional Law
Corporation, and John Harper, Harper & Burns, co-bond counsel to the Authority, are
authorized and directed to prepare proceedings to bring an action on behalf of the Authority in
the Superior Court of the State of California, in and for the County of Riverside, requesting a
judgment of the Court approving the validity of the Series A Bonds and the Series B Bonds
including, without limitation, the use of Housing Set-Aside Revenues to repay the Housing Loan
and, hence, to pay debt service on the Series A Bonds and the Series B Bonds, and as to such
other matters as co-bond counsel shall deem necessary or appropriate, such action being
authorized by Section 53511 of the Government Code of the State of California to be brought as
an action in rem pursuant to Section 850 et seq. of the California Code of Civil Procedure.
Section 8. Official Action. The Chairman, the Vice-Chairman, the Executive Director,
the Treasurer, the Secretary, the Authority General Counsel and any and all other officers of the
Authority are hereby authorized and directed, for and in the name and on behalf of the
Authority, to do any and all things and take any and all actions, including execution and
delivery of any and all assignments, certificates, requisitions, including, without limitation,
requisitions for the payment of costs of issuance of the Series A Bonds and the Series B Bonds,
agreements, including, without limitation, agreements providing for investment of proceeds of
the Series A Bonds and the Series B Bonds, notices, consents, instruments of conveyance,
warrants and other documents, which they, or any of them, may deem necessary or advisable in
order to bring the above authorized validation action and to consummate the lawful issuance,
sale and delivery of the Series A Bonds and the Series B Bonds and the making of the HousingaLoan pursuant to the Loan Agreement.
Section 9. Effective Date. This Resolution shall take effect from and after its passage
and adoption.
4-
PASSED AND ADOPTED this 26th day of September, 1995.
AYES: AUTHORITY MEMBERS: BENDER, BRINLEY, PAPE
NOES: AUTHORITY MEMBERS: NONE
/
ABSENT:
AUTHORITY MEMBERS: ALONGI, WASHBURN'
ABSTAIN: AUTHORITY MEMBERS: NONE
(SEAL)
ATTEST:
~
c.::\::t:::
Secretary of e ke Elsinore
Public Fina cing Authority
APPROVED AS TO FORM AND
LEGALITY:
~
-5-
RESOLUTION NO. PFA 95-3
A RESOLUTION OF THE LAKE ELSINORE PUBLIC FINANCING AUTHORITY
CONFIRMING APPROVAL OF SALE OF AND OFFIOAL STATEMENTS
RELATING TO ITS 1995 SERIES A TAX ALLOCATION REVENUE BONDS
(LAKE ELSINORE REDEVELOPMENT PROJECTS) AND TO ITS 1995 SERIES B
SUBORDINATE TAX ALLOCATION BONDS (LAKE ELSINORE
REDEVELOPMENT PROJECTS), APPROVING ADDITIONAL LOAN
AGREEMENT TO BE FUNDED WITH THE PROCEEDS OF THE BONDS, AND
APPROVING OTHER MATTERS PROPERLY RELATING THERETO
WHEREAS, the City of Lake Elsinore and the Redevelopment Agency of the City of
Lake Elsinore (the" Agency") have heretofore entered into a Joint Exercise of Powers Agreement
establishing the Lake Elsinore Public Financing Authority (the" Authority") for the purpose of
issuing its bonds, notes and other obligations to be used to provide financial assistance to the
City and the Agency; and
WHEREAS, the Authority, pursuant to Resolution No. PFA 95-2, adopted September
26, 1995, authorized the issuance of two separate issues of bonds, namely, its 1995 Series A
Housing Tax Allocation Bonds (Lake Elsinore Redevelopment Projects) (the "Series A Bonds")
and its 1995 Series B Subordinate Housing Tax Allocation Revenue Bonds (Lake Elsinore
Redevelopment Projects) (the "Series B Bonds") for the purpose of providing funds to make a
loan (the "Housing Loan") pursuant to a loan agreement (the "Housing Fund Loan Agreement")
to the Agency to finance low and moderate income housing redevelopment activities of the
Agency within or of benefit to its Rancho Laguna Redevelopment Project Area No. I, its Rancho
Laguna Redevelopment Project Area No. II and its Rancho Laguna Redevelopment Project No.
Ill; and
WHEREAS, the Authority and the Agency now propose to use a portion of the proceeds
of the Series B Bonds to make a loan to the Agency's Rancho Laguna Redevelopment Project
Area No. III ("Project Area No.3") to refinance redevelopment activities within or of benefit to
Project Area No. III pursuant to the Rancho Laguna Redevelopment Project Area No. III Loan
Agreement, dated as of December 1, 1995, by and between the Authority and the Agency (the
"Project Area Loan Agreement"), the form of which is on file with the Secretary of the
Authority; and
WHEREAS, the Authority, in said Resolution No. PFA 95-2, approved the sale of the
Series A Bonds and the Series B Bonds to First California Capital Markets Group, Inc., (the
"Underwriter") for offer and sale by the Underwriter to members of the general public, and in
connection with the offering of the Series A Bonds and the Series B Bonds, the Underwriter had
caused to be prepared a single Official Statement describing, among other things, both the Series
A Bonds and the Series B Bonds; and
WHEREAS, the Bank of California, N.A., will now also act as an underwriter of the
Series A Bonds and the Series B Bonds (The Bank of California, N.A, and First California
Capital Markets Group, Inc. being herein referred to as the "Underwriters") and the
Underwriters have now caused the preparation of two separate Official Statements for the
Series A Bonds, and the Series B Bonds, respectively, the preliminary forms of which, dated as
of December 4, 1995, are on file with the Secretary of the Authority, (the "Preliminary Official
Statements"); and
WHEREAS, certain details with respect to the Series A Bonds and the Series B Bonds,
(sometimes referred to as herein the "Bonds") have been changed, including, without limitation,
the deletion of the term "Housing" from the names of the Bonds (because the loan to Project
Area No. III will be for non-housing purposes) and the redating of documents from November 1,
1995, to December 1, 1995 (because the delivery of the Bonds is now expected to take place in
December, 1995); and
WHEREAS, in said Resolution No. PFA 95-2 the Authority also directed the bringing of
an action IN REM, pursuant to Sections 860 et seq. of the California Code of Civil Procedure,
for a judgment confirming, among other things, the validity of the Bonds and, on November 14,
1995, the Superior Court of the County of Riverside rendered its Judgment (the "Judgment")
approving the validity of the Bonds; and
WHEREAS, nothing ordered in this Resolution shall be deemed to affect the validity of
the Judgment so rendered; and
WHEREAS, the Authority Board, with the aid of its staff, has reviewed the forms on file
with the Secretary of the Project Area Loan Agreement and the two Preliminary Official
Statements and the transactions therein described, and wishes at this time to approve the
foregoing in the public interests of the Authority and the Agency;
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the Lake Elsinore
Public Financing Authority, as follows:
Section 1. Approval of the I'rojeet Area Loan Agreement. The Board hereby authorizes
and approves the making of the loan to the Agency pursuant to the Project Area Loan
Agreement. The Board hereby approves the Project Area Loan Agreement in substantially the
form on file with the Secretary together with any additions thereto or changes therein (including,
but not limited to, the principal amount of the loan and the schedule for repayment of the loan)
deemed necessary or advisable by the Chairman or an authorized representative of the
Chairman, whose execution thereof shall be conclusive evidence of approval of any such
additions and changes. The Chairman is hereby authorized and directed to execute, and the
Secretary is hereby authorized and directed to attest and affix the seal of the Authority to, the
final form of the Project Area Loan Agreement for and in the name and on behalf of the
Authority. The Board hereby authorizes the delivery and performance of the Project Area Loan
Agreement.
Section 2. Official Statements. The Board hereby approves the matters contained in the
Preliminary Official Statements describing the Authority and, respectively, the Series A Bonds
and the Series B Bonds, in substantially the form, dated as of December 4, 1995, submitted by
the Underwriters and on file with the Authority Secretary with such changes and modifications
as shall be necessary or appropriate and, when completed to the satisfaction of the Treasurer of
the Authority, the Treasurer is authorized and directed, on behalf of the Authority, to deem the
Preliminary Official Statements "final" pursuant to Rule 15c2-12 under the Security and
Exchange Act of 1934. The Board further approves distribution of the Preliminary Official
Statements by the Underwriters to persons who may be interested in purchasing the Series A
Bonds and the Series B Bonds. The Board hereby approves the final Official Statements
describing the Series A Bonds and the Series B Bonds. Distribution of the final Official
Statements by the Underwriters is hereby approved. The Chairman is hereby authorized and
directed to approve any changes in or additions to the final form of said Official Statements to
conform to the requirements of the Series A Indenture and the Series B Indenture, as applicable,
and the related proceedings. The Chairman is hereby authorized to execute and deliver the final
Official Statements on behalf of the Authority.
Section 3 Sale of Series A Bonds and Series B Bonds. The Board hereby confirms its
approval of the sale of the Series A Bonds and Series B Bonds to the Underwriters under the
terms and conditions set forth in Resolution No. PFA 95-2.
Section 4. Effective Date. This Resolution shall take effect from and after its passage
and adoption.
PASSED AND ADOPTED this 12th day of December, 1995.
AYES:
BOARDMEMBERS: KELLEY, METZE, PAPE, BRINLEY
NOES:
BOARDMEMBERS: ALONGI
ABSENT:
ABSTAIN:
BOARDMEMBERS: NONE
"---
BOARDMEMBERS: NONE
(SEAL)
A TTESL---
('"
~
--"
APPROVED AS TO FORM AND
LEGALITY:
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) SS:
CITY OF LAKE ELSINORE )
I, VICKI KASAD, CITY CLERK OF THE CITY OF LAKE ELSINORE,
DO HEREBY CERTIFY that the foregoing Resolution duly adopted by the
Redevelopment Agency of the City of Lake Elsinore at a regular
meeting of said Agency on 12th day of December, 1995, and that
it was so adopted by the following vote:
AYES:
BOARDMEMBERS: KELLEY, METZE, PAPE, BRINLEY,
NOES:
BOARDMEMBERS: ALONGI
ABSENT:
BOARDMEMBERS: NONE
-
ABt'1;'A_I~ : ~ BOARDMEMBERS :
9\ ' (fll.J-=-
0>~/v:&l~ -
VI CKI KA5"~!f,.. C TY CLERK
CI'!'Y:: (.?-:f- -:L..~KE ELSINORE
(SEAL)
NONE
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) SS:
CITY OF LAKE ELSINORE )
I, VICKI KASAD, CITY CLERK OF THE CITY OF LAKE ELSINORE,
DO HEREBY CERTIFY that the above and foregoing is a full, true and
correct copy of Resolution No. PFA 95-3 of said Council, and that
the same has not been amended or repealed.
Dr;: December 20, 1995
2:~1
'Vi:eKI IQ.SAP / ~y CLERK
C}'2'Y OF- -LAKE- ELSINORE
( ~..7\L)
RESOLUTION NO. PFA 95-~
A RESOLUTION OF LAKE ELSINORE PUBLIC FINANONG AUTHORITY
AUTHORIZING THE ISSUANCE OF 1996 LOCAL AGENCY REVENUE BONDS,
SERIES E, APPROVING FIFfH SUPPLEMENTAL INDENTURE OF TRUST AND
OFFIOAL STATEMENT, AUTHORIZING SALE OF SUCH BONDS, AUTHORIZING
THE EXECUTION OF AN AGREEMENT FOR THE PURCHASE OF LOCAL
OBLIGATIONS OF THE OTY AND PROVIDING OTHER MATTERS PROPERLY
RELATING THERETO
1996 LOCAL AGENCY REVENUE BONDS, SERIES E
.
WHEREAS, the City of Lake Elsinore (the "City") and the Redevelopment Agency of the
City of Lake Elsinore (the" Agency") have heretofore entered into a Joint Exercise of Powers
Agreement establishing the Lake Elsinore Public Financing Authority (the" Authority") for the
purpose of issuing its bonds to be used to provide financing for public capital improvements of
the City and the Agency;
WHEREAS, the Authority has for such purpose heretofore authorized the issuance of
bonds pursuant to an Indenture of Trust (the "Master Indenture"), dated as of February 1,
1990, as amended and restated in full as of May 1, 1995, by and between the Authority and
Union Bank in the maximum principal amount of not to exceed $500,000,000 (the "Bonds"),
the Bonds to be issued in series from time to time pursuant to supplemental indentures;
WHEREA S, in order to provide for the financing of additional public capital
improvements of benefit to the City the Authority now proposes to enter into a fifth
supplemental indenture, entitled "Fifth Supplemental Indenture of Trust" (the "Fifth
Supplemental Indenture"), dated as of January 1, 1996, to provide for the issuance of its 1996
Local Agency Revenue Bonds, Series E (the "Series E Bonds" or sometimes the "Bonds");
WHEREAS, the Bonds, are to be issued pursuant to the Marks-Roos Local Bond Pooling
Act of 1985, (the" Act") constituting Article 4 (commencing with Section 6584) of Chapter 5 of
Division 7 of Title 1 of the Government Code of the State of California;
WHEREAS, First California Capital Markets Group, Inc., as underwriter of the Bonds
(the "Underwriter") has submitted a form of an offer to purchase the Bonds (the "Purchase
Agreement") and has caused to be prepared an Official Statement describing the Bonds (the
preliminary form of which is on file with the Secretary);
WHEREAS, the Authority intends to use a portion of the proceeds of the Bonds to
purchase local obligations of the City pursuant to a Commitment Agreement and Purchase
Contract (the "Commitment Agreement and Purchase Contract") to be entered into between the
Authority and the City, the Commitment Agreement and Purchase Contract being entered into
by the Authority in customary form pursuant to the Master Indenture and the Authority's
Program Rules and Regulations, adopted pursuant to Resolution No. 89-4; and
WHEREAS, the Board of Directors of the Authority, with the aid of its staff, has
reviewed the forms of the Fifth Supplemental Indenture, the Purchase Agreement and the
Official Statement and approves all of said documents and the transactions described therein
as being in the public interests for which the Authority has been established;
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the Lake Elsinore
Public Financing Authority as follows:
Section 1. Findings and Determinations. Pursuant to the Act, the Board hereby finds
and determines that the issuance of the Bonds will result in significant public benefits to the
City, within the contemplation of Section 6586 of the Act.
Section 2. Issuance of Series E Bonds; Approval of Fifth Supplemental Indenture. The
Board hereby authorizes the issuance of the Series E Bonds under the authority of the Act and
the Master Indenture and the Fifth Supplemental Indenture, in substantially the forms on file
with the Secretary, together with any changes therein or additions thereto deemed advisable by
the Chairman, whose execution thereof shall be conclusive evidence of his consent to such
changes or additions. Such changes and additions shall include, without limitation, the final
total principal amount and final annual maturity amounts of the Series E Bonds. The total
principal amount of the Series E Bonds shall not exceed the amount of $1,750,000. The
Chairman is hereby authorized and directed to execute and deliver, and the Secretary is hereby
authorized and directed to attest, the Fifth Supplemental Indenture for and in the name of the
Authority.
.
Section 3. Sale of Bonds. The Board hereby approves the sale of the Bonds to the
Underwriter, pursuant to the Purchase Agreement by and between the Au~hority and the
Underwriter, in substantially the form on file with the Secretary, together wIth any changes
therein or additions thereto approved by the Chairman, who shall execute and deliver the
Purchase Agreement in the name and on behalf of the Authority and whose execution thereof
shall be conclusive evidence of approval of any such additions and changes; provided that the
purchase price received by the Authority for the Series E Bonds shall be not less than ninety-
seven and one-half percent (97.5%) of the par amount thereof, exclusive of original issue
discount, and the average annual stated interest rate to be borne by the Series E Bonds shall not
exceed eight percent (8.00%) per annum.
Section 4. Official Statement. The Authority approves distribution of the preliminary
Official Statement by the Underwriter to persons who may be interested in purchasing the
Bonds, and, upon request of the Underwriter, the Chairman of the Authority is authorized and
directed, on behalf of the Authority, to deem the preliminary Official Statement "final" pursuant
to Rule 15c2-12 under the Securities Exchange Act of 1934 (the "Rule"). The form of the final
Official Statement shall include such information permitted to be excluded from the preliminary
Official Statement pursuant to the Rule. The Board hereby approves and authorizes the
distribution of the final Official Statement by the Underwriter. The Chairman is hereby
authorized and directed to approve any changes in or additions to a final form of said Official
Statement approved by the Chairman, whose execution thereof shall be conclusive evidence of
approval of any such changes and additions. The final Official Statement shall be executed in
the name and on behalf of the Authority by the Chairman, who is hereby authorized and
directed to execute the final Official Statement on behalf of the Authority.
Section 5. Purchase of Local Obligations of the City. The Board hereby approves the
purchase of local obligations of the City pursuant to the Commitment Agreement and Purchase
Contract in substantially the form on file with the Secretary, together with any changes therein
or additions thereto approved by the Chairman, who shall execute and deliver the Commitment
Agreement and Purchase Contract in the name and on behalf of the Authority and whose
execution thereof shall be conclusive evidence of approval of any such additions and changes.
Section 6. Official Action. The Chairman, the Vice-Chairman, the Treasurer, the
Secretary, the General Counsel and any and all other officers of the Authority are hereby
authorized and directed, for and in the name and on behalf of the Authority, to do any and all
things and take any and all actions, including execution and delivery of any and all
assignments, certificates, requisitions, including, without limitation, requisitions for the payment
of costs of issuance of the Bonds, agreements, including, without limitation, agreements (in
customary form) for the investment of the proceeds and revenues of the Bonds, notices,
consents, instruments of conveyance, warrants and other documents, which they, or any of
them, may deem necessary or advisable in order to consummate the lawful issuance, sale and
delivery of the Bonds to the Underwriter, and the purchase of the City's obligations with the
proceeds of the Bonds, as described herein. The Treasurer of the Authority is hereby authorized
to act in the place of the Chairman of the Authority if the Chairman is unavailable to act with
respect to any matter as to which the Chairman is herein authorized or directed to act.
Section 7. Effective Date. This Resolution shall take effect from and after its passage
and adoption.
-2-
PASSED AND ADOPTED this 12th day of December, 1995.
AYES:
BOARDMEMBERS:
NOES:
BOARDMEMBERS:
ABSENT:
ABST AIN:
BOARDMEMBERS:
BOARDMEMBERS:
.
[S E A L]
APPROVED AS TO FORM AND
LEGALITY:
-
,J)
KELLEY, METZE, PAPE, BRINLEY
ALONGI
NONE
NONE
~
-3-
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) SS:
CITY OF LAKE ELSINORE )
I, VICKI KASAD, CITY CLERK OF THE CITY OF LAKE ELSINORE,
DO HEREBY CERTIFY that the foregoing Resolution duly adopted by the
Redevelopment Agency of the City of Lake Elsinore at a regular
meeting of said Agency on 12th day of December, 1995, and that
it was so adopted by the following vote:
AYES:
BOARDMEMBERS: KELLEY, METZE, PAPE, BRINLEY,
NOES:
BOARDMEMBERS: ALONGI
ABSENT:
BOARDMEMBERS: NONE
AB.~.~Al~: B~~HEMBERS:
() \ :f)(- - ~J
6!.Jt~~
VI ~K:::_. KAS~tJ-; CIT CLERK
CIT'i- &1" - Lp..KE ELSINORE
NONE
(SEAL)
STATE OF CALIFORNIA
COUNTY OF RIVERSIDE SS:
CITY OF LAKE ELSINORE
I, VICKI KASAD, CITY CLERK OF THE CITY OF LAKE ELSINORE,
DO HEREBY CERTIFY that the above and foregoing is a full, true and
correct copy of Resolution No. PFA 95-4 of said Council, and that
the same has not been amended or repealed.
(:?~~L )