HomeMy WebLinkAboutRESO 100321
Resolution No. 10032
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALO ALTO
AUTHORIZING THE ISSUANCE AND SALE OF ONE OR MORE
SERIES OF GENERAL OBLIGATION REFUNDING BONDS (ELECTION
OF 2008) IN AN AGGREGATE PRINCIPAL AMOUNT NOT TO EXCEED
$58,000,000, AND AUTHORIZING ACTIONS RELATED THERETO
R E C I T A L S
A. The City of Palo Alto (the “City”) is empowered under Chapter 4
(commencing with Section 43600) of Division 4 of Title 4 of the Government Code of the
State of California to its issue general obligation bonds which are authorized by two-
thirds of the electors voting on the proposition.
B. More than two-thirds of the electors voting at a special municipal election
held on November 4, 2008, voted for a proposition, designated Measure N, authorizing
the issuance by the City of general obligation bonds in the aggregate principal amount of
$76,000,000 for the purpose of financing the costs of constructing a new energy
efficient, environmentally friendly Mitchell Park Library and Community Center,
renovating and expanding the Main Library, and renovating the Downtown Library,
including enhancements at all three facilities for seismic safety and disabled access,
expanded space for library collections, meeting and study areas, and new air
conditioning, ventilation and lighting systems.
C. Pursuant to such authorization the City previously issued general
obligation bonds in two series:
(a) $55,305,000 City of Palo Alto General Obligation Bonds, Election
of 2008, Series 2010A (the “2010 Bonds”) and
(b) $30,695,000 City of Palo Alto General Obligation Bonds, Election
of 2008, Series 2013A (“the 2013 Bonds”; together with the 2010 Bonds, the
“Prior Bonds”).
D. The City Council has determined at this time to issue and sell one or
more series of General Obligation Refunding Bonds (Election of 2008) in the aggregate
principal amount of not to exceed $58,000,000 (the “Bonds”) for the purpose of refunding
all of the outstanding Prior Bonds and thereby realizing financial savings to the property
tax payers of the City.
E. The 2010 Bonds are subject to redemption on any date on and after
August 1, 2020, without premium.
F. As set forth in the 2013 Bonds and the Official Statement for the 2013
Bonds, the 2013 Bonds maturing on and after August 1, 2024 are subject to optional
redemption on August 1, 2023, without premium.
G. In order to comply with federal tax law in effect as of the date hereof, the
City expects to issue one series of tax-exempt bonds (the “Tax-Exempt Bonds”) to
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refund the 2010 Bonds and one series of federally taxable bonds to refund the 2013
Bonds (the “Federally Taxable Bonds”).
H. The City Council is authorized to provide for the issuance and sale of the
Bonds under the provisions of Articles 9 and 11 of Chapter 3 of Part 1 of Division 2 of
Title 5 of the California Government Code, commencing with Section 53550 of said
Code (the “Refunding Bond Law”).
I. As required by Government Code Section 5852.1 enacted January 1,
2018 by Senate Bill 450, attached hereto as Appendix B is the information relating to the
Bonds that has been obtained by the City Council and is hereby disclosed and made
public.
HJ On April 11, 2017, this City Council previously approved a Debt Policy
which complies with Government Code Section 8855, and the delivery of the Bonds will
be in compliance with said policy, or any non-compliance is hereby waived.
NOW, THEREFORE, THE COUNCIL OF THE CITY OF PALO ALTO does
resolve AS FOLLOWS:
ARTICLE I
DEFINITIONS; AUTHORITY
SECTION 1.01. Definitions. The terms defined in this Section 1.01, as used and
capitalized herein, shall, for all purposes of this Resolution, have the meanings given
them below, unless the context clearly requires some other meaning.
“Bond Counsel” means (a) Jones Hall, A Professional Law Corporation, and (b)
any other attorney or firm of attorneys nationally recognized for expertise in rendering
opinions as to the legality and tax exempt status of securities issued by public entities.
“Bond Purchase Agreement” means the Bond Purchase Agreement for the
Bonds, which is approved under Section 3.01(b).
“Bond Sale Documentation” means (a) if the Bonds are sold by competitive
bidding in accordance with Section 3.01(a), the Official Notice of Sale and the winning
bid of the Original Purchaser, or (b) if the Bonds are sold by negotiation in accordance
with Section 3.01(b), the Bond Purchase Agreement between the City and the Original
Purchaser.
“Bonds” means the City of Palo Alto General Obligation Refunding Bonds
(Election of 2008) authorized to be issued in one or more series under this Resolution in
the aggregate principal amount of not to exceed $58,000,000, including the Tax-Exempt
Bonds and the Federally Taxable Bonds.
“City” means the City of Palo Alto, a charter city and municipal corporation
organized under the Constitution and laws of the State of California, and any successor
thereto.
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“City Representative” means the City Manager, the Assistant City Manager, the
Director of Administrative Services or the Chief Financial Officer, or any other officer of
the City authorized by resolution of the City Council of t he City to act on behalf of the
City with respect to this Resolution and the Bonds.
“Closing Date” means the date upon which there is a physical delivery of the
Bonds in exchange for the amount representing the purchase price of the Bonds by the
Original Purchaser.
“Costs of Issuance” means all items of expense directly or indirectly payable by
or reimbursable to the City and related to the authorization, issuance, sale and delivery
of the Bonds and the refunding of the Prior Bonds, including but not limited to the costs
of preparation and reproduction of documents, printing expenses, filing and recording
fees, initial fees and charges of the Paying Agent and its counsel, legal fees and
charges, fees and disbursements of consultants and professionals, rating agency fees,
fees and charges for preparation, execution and safekeeping of the Bonds and any other
cost, charge or fee in connection with the original issuance of the Bonds and the
refunding of the Prior Bonds.
“County” means the County of Santa Clara, a political subdivision of the State of
California, duly organized and existing under the Constitution and laws of the State of
California.
“Debt Service Fund” means the account established and held by the City under
Section 4.02.
“Depository” means (a) initially, DTC, and (b) any other Securities Depository
acting as Depository under Section 2.09.
“Depository System Participant” means any participant in the Depository’s book-
entry system.
“DTC” means The Depository Trust Company, New York, New York, and its
successors and assigns.
“Escrow Agreement (2013 Bonds)” means the Escrow Deposit and Trust
Agreement (2013 Bonds), dated as of the Closing Date, by and between the City and the
Prior Bonds Paying Agent, relating to the defeasance, payment and redemption of the
outstanding 2013 Bonds.
“Federal Securities” means United States Treasury notes, bonds, bills or
certificates of indebtedness, or any other obligations the timely payment of which is
directly or indirectly guaranteed by the faith and credit of the United States of America.
“Federally Taxable Bonds” has the meaning given that term in the Recitals.
“Interest Payment Date” means February 1, 2023, and the first day of each
succeeding March and September.
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“Irrevocable Refunding Instructions (2010 Bonds)” means the Irrevocable
Refunding Instructions (2010 Bonds), dated as of the Closing Date, by and between the
City and the Prior Bonds Paying Agent, relating to the defeasance, payment and
redemption of the outstanding 2010 Bonds.
“Official Notice of Sale” means the Official Notice of Sale for the Bonds, which is
approved under Section 3.01(a).
“Original Purchaser” means the original purchaser of the Bonds at the public or
negotiated sale thereof.
“Outstanding,” when used as of any particular time with reference to Bonds,
means all Bonds except: (a) Bonds theretofore canceled by the Paying Agent or
surrendered to the Paying Agent for cancellation; (b) Bonds paid or deemed to have
been paid within the meaning of Section 9.02; and (c) Bonds in lieu of or in substitution
for which other Bonds shall have been authorized, executed, issued and delivered by the
City under this Resolution.
“Owner”, whenever used herein with respect to a Bond, means the person in
whose name the ownership of such Bond is registered on the Registration Books.
“Paying Agent” means the Paying Agent appointed by the City and acting as
paying agent, registrar and authenticating agent for the Bonds, its successors and
assigns, and any other corporation or association which may at any time be substituted
in its place, as provided in Section 6.01.
“Principal Office” means the office or offices of the Paying Agent f or the payment
of the Bonds and the administration of its duties hereunder, as such office or offices shall
be identified in a written notice filed with the City by the Paying Agent.
“Prior Bonds Paying Agent” means U.S. Bank Trust Company National
Association, in its capacity as successor paying agent for the Prior Bonds.
“Prior Bonds” has the meaning given that term in the Recitals.
“Record Date” means the 15th day of the month preceding an Interest Payment
Date, whether or not such day is a business day.
“Refunding Bond Law” means Articles 9 and 11 of Chapter 3 of Part 1 of Division
2 of Title 5 of the Government Code of the State of California, as amended from time to
time.
“Registration Books” means the records maintained by the Paying Agent for the
registration of ownership and registration of transfer of the Bonds under Section 2.08.
“Resolution” means this Resolution, as originally adopted by the City Council on
May 2, 2022, and including all amendments hereto and supplements hereof which are
duly adopted by the City Council from time to time in accordance herewith.
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“Securities Depositories” means DTC; and, in accordance with then current
guidelines of the Securities and Exchange Commission, such other securities
depositories as the City may designate.
“Supplemental Resolution” means any resolution supplemental to or amendatory
of this Resolution, adopted by the City in accordance with Article VIII.
“Tax Code” means the Internal Revenue Code of 1986 as in effect on the Closing
Date or (except as otherwise referenced herein) as it may be amended to apply to
obligations issued on the Closing Date, together with applicable proposed, temporary
and final regulations promulgated, and applicable official public guidance published,
under said Code.
“Tax-Exempt Bonds” has the meaning given that term in the Recitals.
“Written Request of the City” means an instrument in writing signed by a City
Representative or by any other officer of the City duly authorized to act on be half of the
City under a written certificate of a City Representative.
SECTION 1.02. Interpretation.
(a) Unless the context otherwise indicates, words expressed in the singular shall
include the plural and vice versa and the use of the neuter, masculine, or feminine
gender is for convenience only and shall be deemed to include the neuter, masculine or
feminine gender, as appropriate.
(b) Headings of articles and sections herein and the table of contents hereof are
solely for convenience of reference, do not constitute a part hereof and shall not affect
the meaning, construction or effect hereof.
(c) All references herein to “Articles,” “Sections” and other subdivisions are to
the corresponding Articles, Sections or subdivisions of this Resolution; the words
“herein,” “hereof,” “hereby,” “hereunder” and other words of similar import refer to this
Resolution as a whole and not to any particular Article, Section or subdivision hereof.
SECTION 1.03. Authority for this Resolution; Findings. This Resolution is entered
into under the provisions of the Refunding Bond Law. It is hereby certified that all of the
things, conditions and acts required to exist, to have happened or to have been
performed precedent to and in the issuance of the Bonds do exist, have happened or
have been performed in due and regular time and manner as required by the laws of the
State of California, and that the amount of the Bonds, together with all other
indebtedness of the City, does not exceed any limit prescribed by any laws of the State
of California. This City Council hereby finds that the Recitals are true and correct, and
ratifies the provisions of the 2013 Bonds and the 2013 Official Statement as to the fact
that the 2013 Bonds maturing on and after August 1, 2024 are subject to redemption on
August 1, 2023, having concluded that any contradictory provisions in the 2013 Paying
Agent Agreement are in error.
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ARTICLE II
THE BONDS
SECTION 2.01. Authorization. The City hereby determines that the prudent
management of the fiscal affairs of the City requires that it issue refunding bonds to
refund the Prior Bonds. One or more series of Bonds in the aggregate original principal
amount of not to exceed $58,000,000 are hereby authorized by the City to be issued by
the City under and subject to the terms of the Refunding Bond Law and this Resolution,
for the purpose of providing funds to refund and defease the outstanding Prior Bonds
and to pay the Costs of Issuance incurred in connection therewith. This Resolution
constitutes a continuing agreement between the City and the Owners of all of the Bonds
issued or to be issued hereunder and then Outstanding to secure the full and final
payment of principal of and interest and premium, if any, on all Bonds which may be
Outstanding hereunder, subject to the covenants, agreements, provisions and conditions
herein contained. The Bonds are designated the “City of Palo Alto General Obligation
Refunding Bonds (Election of 2008).”
As provided in Section 53552 of the Refunding Bond Law, the Bonds shall not be
issued unless the total net interest cost to maturity on the Bonds plus the principal
amount of the Bonds is less than the total net interest cost to maturity on the Prior Bonds
to be refunded plus the principal amount of the Prior Bonds to be refunded. Before
issuing the Bonds, the City shall receive confirmation from the City’s municipal advisor
that the requirements of Section 53552 of the Refunding Bond Law have been satisfied.
SECTION 2.02. Terms of Bonds.
(a) Principal Amount of Bonds. The Bonds are authorized to be issued in one
or more series in the aggregate principal amount of not to exceed $58,000,000.
(b) Form; Numbering. The Bonds will be issued in fully registered form, without
coupons, in authorized denominations of $5,000 each or any integral multiple thereof.
The Bonds will be lettered and numbered as the Paying Agent prescribes.
(c) Date of Bonds. The Bonds will be dated as of the Closing Date.
(d) CUSIP Identification Numbers. “CUSIP” identification numbers will be
imprinted on the Bonds, but such numbers do not constitute a part of the contract
evidenced by the Bonds and no error or omission with respect thereto will constitute
cause for refusal of the Original Purchaser to accept delivery of and pay for the Bonds.
In addition, failure on the part of the City to use such CUSIP numbers in any notice to
Owners of the Bonds will not constitute an event of default or any violation of the City’s
contract with such Owners and will not impair the effectiveness of any such notice.
(e) Determination of Maturities and Interest Rates. The Bonds shall mature (or,
alternatively, be subject to mandatory sinking fund redemption as hereinafter provided)
on August 1 in each year in which principal on the Bonds is payable. The final schedule
of Bond maturities shall be determined upon the sale of the Bonds as set forth in the
Notice Inviting Bids.
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Each Bond will bear interest at the respective rates to be determined upon the
sale of the Bonds in accordance with Article III. Interest on the Bonds is payable from
the Interest Payment Date next preceding the date of authentication thereof unless:
a Bond is authenticated as of an Interest Payment Date, in which
event it will bear interest from such date,
a Bond is authenticated prior to an Interest Payment Date and after
the close of business on the preceding Record Date, in which event it
will bear interest from such Interest Payment Date,
a Bond is authenticated on or before the first Record Date, in which
event it shall bear interest from the Closing Date, or
at the time of authentication of a Bond, interest is in default thereon, in
which event it will bear interest from the Interest Payment Date to
which interest has previously been paid or made available for
payment thereon.
(f) Manner of Payment. Interest on the Bonds (including the final interest
payment upon maturity) is payable by check of the Paying Agent mailed to the Owner
thereof at such Owner’s address as it appears on the Registration Books at the close of
business on the preceding Record Date; except that at the written request of the Owner
of at least $1,000,000 aggregate principal amount of the Bonds, which written request is
on file with the Paying Agent as of any Record Date, interest on such Bonds shall be
paid by wire transfer on the succeeding Interest Payment Date to an account in the
United States of America as shall be specified in such written request. Principal of and
premium (if any) on the Bonds is payable in lawful money of the United States of
America upon presentation and surrender at the Principal Office of the Paying Agent.
SECTION 2.03. Redemption.
(a) Optional Redemption. The Bonds may be made subject to redemption prior
to maturity, at the option of the City, in whole or in part among maturities on such basis
as designated by the City and by lot within a maturity, from any available source of
funds, on the dates and upon payment of a redemption price (equal to the principal
amount of Bonds to be redeemed together with a redemption premium, if any), all as
determined upon the sale of the Bonds and as set forth in the Notice Inviting Bids.
(b) Mandatory Sinking Fund Redemption. If and to the extent specified in the
bid of the Original Purchaser, any maturity of the Bonds will be designated as “Term
Bonds” which are subject to mandatory sinking fund redemption on August 1 in each of
the years and in the respective principal amounts set forth in such bid, at a redemption
price equal to 100% of the principal amount of the Bonds to be redeem ed, in each case
without premium, together with interest accrued thereon to the redemption date. If some
but not all of the Term Bonds have been redeemed under the preceding subsection (a)
of this Section, the aggregate principal amount of Term Bonds to be redeemed in each
year under this subsection (b) shall be reduced on a pro rata basis in integral multiples
of $5,000, as designated in written notice filed by the City with the Paying Agent.
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(c) Selection of Bonds for Redemption. Whenever less than all of the
Outstanding Bonds of any one maturity are designated for redemption, the Paying Agent
shall select the Outstanding Bonds of such maturity to be redeemed by lot in any
manner deemed fair by the Paying Agent. For purposes of such selection, each Bond
shall be deemed to consist of individual Bonds of $5,000 denominations which may be
separately redeemed.
(d) Redemption Procedure. The Paying Agent shall cause notice of any
redemption to be mailed, first class mail, postage prepaid, at least 20 days but not more
than 60 days prior to the date fixed for redemption, (i) to the Securities Depositories and
the Municipal Securities Rulemaking Board’s EMMA website, and (ii) to the respective
Owners of any Bonds designated for redemption, at their addresses appearing on the
Registration Books. Such mailing shall not be a condition precedent to such redemption
and failure to mail or to receive any such notice shall not affect the validity of the
proceedings for the redemption of Bonds.
Such notice shall state the redemption date and the redemption price and, if less
than all of the then Outstanding Bonds are to be called for redemption, shall designate
the serial numbers of the Bonds to be redeemed by giving the individual number of each
Bond or by stating that all Bonds between two stated numbers, both inclusive, or by
stating that all of the Bonds of one or more maturities have been called for redemption,
and shall require that such Bonds be then surrendered at the Principal Office of the
Paying Agent for redemption at the said redemption price, giving notice also that further
interest on such Bonds will not accrue from and after the redemption date.
The City is entitled to send a redemption notice that declares that the redemption
is conditional upon the availability of moneys to accomplish the redemption, and the City
may rescind any notice of optional redemption of the Bonds by written notice to the
Paying Agent on or prior to the date fixed for redemption, and the Paying Agent shall
mail notice of such rescission of redemption in the same manner as the original notice of
redemption was sent under this section. Any notice of redemption shall be cancelled and
annulled if for any reason funds will not be or are not available on the date fixed for
redemption. The City and the Paying Agent shall have no liability to the Owners or any
other party related to or arising from such rescission.
Upon surrender of Bonds redeemed in part only, the City shall execute and the
Paying Agent shall authenticate and deliver to the Owner, at the expense of the City, a
new Bond or Bonds, of the same maturity, of authorized denominations in aggregate
principal amount equal to the unredeemed portion of the Bond or Bonds.
From and after the date fixed for redemption, if notice of such redemption has
been duly given and funds available for the payment of the principal of and interest (and
premium, if any) on the Bonds so called for redemption have been duly provided, such
Bonds so called will cease to be entitled to any benefit under this Resolution other than
the right to receive payment of the redemption price, and no interest will accrue thereon
on or after the redemption date specified in such notice. The Paying Agent shall cancel
all Bonds redeemed under this Section 2.03, and shall submit to the City a certificate of
cancellation.
SECTION 2.04. Form of Bonds. The form of the Bonds, including the form of the
Paying Agent’s Certificate of Authentication and the form of Assignment to appear
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thereon, with necessary or appropriate variations, omissions and insertions, as permitted
or required by this Resolution, are set forth in Appendix A attached hereto.
SECTION 2.05. Execution of Bonds. The Bonds shall be executed on behalf of
the City by the facsimile signatures of its Mayor and City Clerk who are in office on the
date of adoption of this Resolution or at any time thereafter, and the seal of the City shall
be impressed, imprinted or reproduced by facsimile thereon. If any officer whose
signature appears on any Bond ceases to be such officer before delivery of the Bonds to
the Original Purchaser, such signature will nevertheless be as effective as if the officer
had remained in office until the delivery of the Bonds to the Original Purchaser. Any
Bond may be signed and attested on behalf of the City by such persons as at the actual
date of the execution of such Bond are the proper officers of the City although at the
nominal date of such Bond any such person does not serve as such officer of the City.
Only those Bonds bearing a Certificate of Authentication in the form set forth in
Appendix A attached hereto, executed and dated by the Paying Agent, will be valid or
obligatory for any purpose or entitled to the benefits of this Resolution, and such
Certificate of Authentication of the Paying Agent constitutes conclusive evidence that the
Bonds so registered have been duly authenticated, registered and delivered hereunder
and are entitled to the benefits of this Resolution.
SECTION 2.06. Transfer of Bonds. Any Bond may, in accordance with its terms,
be transferred, upon the Registration Books, by the person in whose name it is
registered, in person or by his duly authorized attorney, upon surrender of such Bond for
cancellation at the Principal Office at the Paying Agent, accompanied by delivery of a
written instrument of transfer in a form approved by the Paying Agent, duly executed.
The City may charge a reasonable sum for each new Bond issued upon any transfer.
Whenever any Bond or Bonds is surrendered for transfer, the City shall execute
and the Paying Agent shall authenticate and deliver a new Bond or Bonds, for like
aggregate principal amount.
SECTION 2.07. Exchange of Bonds. Bonds may be exchanged at the Principal
Office of the Paying Agent for a like aggregate principal amount of Bonds of authorized
denominations and of the same maturity. The City may charge a reasonable sum for
each new Bond issued upon any exchange.
SECTION 2.08. Registration Books. The Paying Agent shall keep or cause to be
kept sufficient books for the registration and transfer of the Bonds, which shall at all
times be open to inspection by the City upon reasonable notice; and, upon presentation
for such purpose, the Paying Agent shall, under such reasonable regulations as it may
prescribe, register or transfer or cause to be registered or transferred, on said books,
Bonds as herein before provided.
SECTION 2.09. Book-Entry System. Except as provided below, DTC will be the
Owner of all of the Bonds, and the Bonds will be registered in the name of Cede & Co.
as nominee for DTC. The Bonds shall be initially executed and delivered in the form of a
single fully registered Bond for each maturity date of the Bonds in the full aggregate
principal amount of the Bonds maturing on such date. The Paying Agent and the City
may treat DTC (or its nominee) as the sole and exclusive owner of the Bonds registered
in its name for all purposes of this Resolution, and neither the Paying Agent nor the City
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shall be affected by any notice to the contrary. The Paying Agent and the City shall not
have any responsibility or obligation to any Depository System Participant, any person
claiming a beneficial ownership interest in the Bonds under or through DTC or a
Depository System Participant, or any other person which is not shown on the register of
the City as being an owner, with respect to the accuracy of any records maintained by
DTC or any Depository System Participant or the payment by DTC or any Depository
System Participant by DTC or any Depository System Participant of any amount in
respect of the principal or interest with respect to the Bonds. The City shall cause to be
paid all principal and interest with respect to the Bonds only to DTC, and all such
payments shall be valid and effective to fully satisfy and discharge the City’s obligations
with respect to the principal and interest with respect to the Bonds to the extent of the
sum or sums so paid. Except under the conditions noted below, no person other than
DTC shall receive a Bond. Upon delivery by DTC to the City of written notice to the
effect that DTC has determined to substitute a new nominee in place of Cede & Co., the
term “Cede & Co.” in this Resolution shall refer to such new nominee of DTC.
If the City determines that it is in the best interest of the beneficial owners that
they be able to obtain Bonds and delivers a written certificate to DTC and the City to that
effect, DTC shall notify the Depository System Participants of the availability through
DTC of Bonds. In such event, the City shall issue, transfer and exchange Bonds as
requested by DTC and any other owners in appropriate amounts. DTC may determine
to discontinue providing its services with respect to the Bonds at any time by giving
notice to the City and discharging its responsibilities with respect thereto under
applicable law. Under such circumstances (if there is no successor securities
depository), the City shall be obligated to deliver Bonds as described in this Resolution.
Whenever DTC requests the City to do so, the City will cooperate with DTC in taking
appropriate action after reasonable notice to (a) make available one or more separate
Bonds evidencing the Bonds to any Depository System Participant having Bonds
credited to its DTC account or (b) arrange for another securities depository to maintain
custody of certificates evidencing the Bonds.
Notwithstanding any other provision of this Resolution to the contrary, so long as
any Bond is registered in the name of Cede & Co., as nominee of DTC, all payments
with respect to the principal and interest with respect to such Bond and all notices with
respect to such Bond shall be made and given, respectively, to DTC as provided as in
the representation letter delivered on the date of issuance of the Bonds.
SECTION 2.10. Bonds Mutilated, Lost, Destroyed or Stolen. If any Bond
becomes mutilated the City, at the expense of the Owner of said Bond, shall execute,
and the Paying Agent shall thereupon authenticate and deliver, a new Bond of like
maturity and principal amount in exchange and substitution for the Bond so mutilated,
but only upon surrender to the Paying Agent of the Bond so mutilated. The Paying
Agent shall cancel every mutilated Bond so surrendered to it. If any Bond is lost,
destroyed or stolen, evidence of such loss, destruction or theft may be submitted to the
City and, if such evidence is satisfactory to the City and the City receives satisfactory
indemnity, the City, at the expense of the Owner, shall execute, and the Paying Agent
shall thereupon authenticate and deliver, a new Bond of like maturity and principal
amount in lieu of and in substitution for the Bond so lost, destroyed or stolen.
The City may require payment of a sum not exceeding the actual cost of
preparing each new Bond issued under this Section and of the expenses which may be
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incurred by the City and the Paying Agent. Any Bond issued under the provisions of this
Section 2.10 in lieu of any Bond alleged to be lost, destroyed or stolen will constitute an
original additional contractual obligation of the City whether or not the Bond so alleged to
be lost, destroyed or stolen is at any time enforceable by anyone, and such Bond will be
equally and proportionately entitled to the benefits of this Resolution with all other Bonds
issued under this Resolution.
Notwithstanding any other provision of this Section 2.10, in lieu of delivering a
new Bond for which principal has or is about to become due for a Bond which has been
mutilated, lost, destroyed or stolen, the Paying Agent may make payment of such Bond
in accordance with its terms.
ARTICLE III
SALE OF BONDS
SECTION 3.01. Sale, Issuance and Delivery of Bonds.
(a) Approval of Official Notice of Sale; Competitive Sale Procedures. The
Bonds shall be offered for sale by competitive bid in accordance with the provisions of
the Official Notice of Sale in substantially the form on file with the City Clerk together
with such additions thereto and changes therein as may be approved by a City
Representative. The City authorizes the Federally Taxable Bonds and the Tax-Exempt
to be separately sold pursuant to separate Notices of Sale. City Council hereby
authorizes and directs a City Representative to accept the best responsible bid for the
Bonds, to be determined in accordance with the related Official Notice of Sale. A City
Representative, on behalf of the City, may exercise his or her own discretion and
judgment in awarding the sale of the Bonds, and may, in his or her discretion, reject any
and all bids and waive any irregularity or informality in any bid. Sale of the Bonds shall
be awarded, or all bids shall be rejected, not later than 24 hours after the expiration of
the time prescribed for the receipt of proposals unless such time of award is waived by
the successful bidder.
The City Council hereby approves and authorizes the publication by Bond
Counsel of one or more notices of the City’s intention to sell the Bonds, in form and
substance acceptable to Bond Counsel, in accordance with applicable law.
The municipal advisor to the City, PFM Financial Advisors LLC, is hereby
authorized and directed by the City to cause to be furnished to prospective bidders a
reasonable number of copies of such Official Notices of Sale and a reasonable number
of copies of the preliminary Official Statement relating to the Bonds described in Section
3.02.
(b) Negotiated Sale of Bonds. One or more series of the Bonds are authorized
to be sold by negotiated sale if either (a) no bids are received when such Bonds are
offered for public sale under Section 3.01(a), or (b) bids are received but such bids are
not satisfactory as to price or responsibility of the bidders as determined by a City
Representative, as a result of which all bids for such Bonds are rejected. In such event,
such Bonds are authorized to be sold by negotiation with an underwriter or investment
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bank which is designated by a City Representative upon consultation with the City’s
municipal advisor. Such Bonds shall be sold to such underwriter or investment bank
under the Bond Purchase Agreement in a form deemed advisable by a City
Representative, whose execution shall be conclusive evidence of the City Council’s
approval of such Bond Purchase Agreement. A City Representative is hereby
authorized to accept a bid from such underwriter or investment bank to pu rchase such
Bonds, and to execute the Bond Purchase Agreement on behalf of the City; provided
that (i) the rate of interest on the Federally Taxable Bonds shall not exceed 4.00% and
the underwriter’s discount on the Federally Taxable Bonds shall not exceed 2.00% of the
principal amount of the Federally Taxable Bonds and (ii) the rate of interest on the Tax-
Exempt Bonds shall not exceed 4.50% and the underwriter’s discount on the Tax-
Exempt Bonds shall not exceed 2.00% of the principal amount of the Tax-Exempt
Bonds.
SECTION 3.02. Official Statement. The City Council hereby approves and
deems nearly final, within the meaning of Rule 15c2-12 of the Securities Exchange Act
of 1934, the preliminary Official Statement describing the Bonds in the form on file with
the City Clerk. A City Representative is hereby authorized to execute an appropriate
certificate stating the City Council’s determination that the preliminary Official Statement
has been deemed nearly final within the meaning of such Rule. A City Representative is
hereby authorized and directed to approve any changes in or additions to a final form of
the Official Statement, and the execution thereof by a City Representative shall be
conclusive evidence of approval of any such changes and additions. A City
Representative shall execute the final Official Statement in the name and on behalf of
the City. The City Council hereby authorizes the distribution of the final Official
Statement by the Original Purchaser.
SECTION 3.03. Application of Proceeds of Sale of Bonds. On the Closing Date,
the Original Purchaser(s) shall pay the purchase price of the Bonds to U.S. Bank Trust
Company National Association, in its capacity as escrow agent under the Escrow
Agreement (2013 Bonds) and the Irrevocable Refunding Instructions and as custodian
under the agreement approved pursuant to Section 3.05, to be applied as provided in
Section 4.01.
SECTION 3.04. Approval of Escrow Agreement and Irrevocable Refunding
Instructions. The City Council hereby approves the Escrow Agreement (2013 Bonds)
and the Irrevocable Refunding Instructions (2010 Bonds) in substantially the forms on
file with the City Clerk, together with any changes therein or additions thereto deemed
advisable by a City Representative, whose execution thereof shall be conclusive
evidence of such approval. A City Representative is authorized and directed for and in
the name and on behalf of the City to execute, and the City Clerk is hereby authorized
and directed to attest, if applicable, the final form of the Escrow Agreement (2013
Bonds) and the Irrevocable Refunding Instructions (2010 Bonds).
SECTION 3.05. Costs of Issuance Custodian Agreement. For the purpose of
providing for the payment of Costs of Issuance, the City Council hereby authorizes a City
Representative to enter into one or more Costs of Issuance Custodian Agreements with
U.S. Bank Trust Company National Association in substantially the form on file with the
City Clerk. As provided in said agreements, amounts provided for payment of the costs
of issuing the Bonds shall be deposited thereunder and the payment of costs shall be
requisitioned by a City Representative in accordance with said agreement.
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SECTION 3.06. Engagement of Professional Services. In connection with the
issuance of the Bonds, the City Council hereby appoints PFM Financial Advisors LLC to
act as municipal advisor to the City, the firm of Jones Hall, A Professional Law
Corporation, to act as bond counsel to the City, and the firm of Quint & Thimmig LLP, to
act as disclosure counsel to the City. A City Representative is authorized and directed
to execute an agreement with each of such firms, in the respective forms on file with the
City Clerk. As provided in each such agreement, compensation payable to each firm is
entirely contingent upon the successful issuance and sale of the Bonds.
ARTICLE IV
FUNDS AND ACCOUNTS
SECTION 4.01. Use of Proceeds. Upon the payment by the Original Purchasers
of the purchase price of the Bonds on the Closing Date, the proceeds thereof shall be
applied as follows:
Federally Taxable Bonds
(a) there shall be transferred to the Prior Bonds Paying Agent the
amount required to be held and administered in accordance with the
Escrow Agreement (2013 Bonds) for the purpose of refunding and
defeasing the 2013 Bonds, and
(b) the remainder of such amounts shall be transferred to U.S. Bank
Trust Company National Association, as custodian under the related
agreement approved pursuant to Section 3.05, to be applied to the
payment of Costs of Issuance, and
Tax-Exempt Bonds
(c) there shall be transferred to the Prior Bonds Paying Agent the
amount required to be held and administered in accordance with the
Irrevocable Refunding Instructions (2010 Bonds) for the purpose of
refunding and defeasing the 2010 Bonds, and
(d) the remainder of such amounts shall be transferred to U.S. Bank
Trust Company National Association, as custodian under the related
agreement approved pursuant to Section 3.05, to be applied to the
payment of Costs of Issuance.
SECTION 4.02. Debt Service Fund. The City Council hereby establishes a
special fund to be held by the City separate and apart from all other funds of the City, to
be known as the Debt Service Fund. All taxes levied by the County, as directed by the
City herein, for the payment of the principal of and interest and premium (if any) on the
Bonds in accordance with Section 5.03 shall be deposited in the Debt Service Fund by
the City promptly upon the receipt thereof from the County. The Debt Service Fund is
hereby pledged for the payment of the principal of and interest and premium (if any) on
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the Bonds when and as the same become due. The City shall transfer amounts in the
Debt Service Fund, to the extent necessary to pay the principal of and interest on the
Bonds as the same become due and payable, to the Paying Agent as required to pay
the principal of and interest and premium (if any) on the Bonds. In the event that the
amounts in the Debt Service Fund are not sufficient to pay the principal of and interest
on the Bonds as the same become due and payable, the Paying Agent shall apply such
amounts in the Debt Service Fund to pay the principal of and interest on the Federally
Taxable Bonds and the Tax-Exempt Bonds on a pro rata basis based on the amounts
then due and payable.
If, after payment in full of the Bonds, any amounts remain on deposit in the Debt
Service Fund, the City shall transfer such amounts to its General Fund, to be applied
solely in a manner which is consistent with the requirements of applicable state and
federal tax law.
SECTION 4.03. Investments. The City shall invest all moneys held in any of the
funds or accounts established with it hereunder in accordance with the investment
policies of the City, as such policies shall exist at the time of investment, and in
accordance with Section 53601 of the California Government Code.
All interest or gain derived from the investment of amounts in any of the funds or
accounts established hereunder shall be deposited in the fund or account from which
such investment was made, and shall be expended for the purposes thereof. The City
covenants that all investments of amounts deposited in any fund or account created by
or under this Resolution, or otherwise containing proceeds of the Bonds, shall be
acquired and disposed of at the Fair Market Value thereof. For purposes of this Section
4.03, the term “Fair Market Value” means, with respect to any investment, the price at
which a willing buyer would purchase such investment from a willing seller in a bona
fide, arm’s length transaction (determined as of the date the contract to purchase or sell
the investment becomes binding) if the investment is traded on an established securities
market (within the meaning of Section 1273 of the Tax Code) and, otherwise, the term
“Fair Market Value” means the acquisition price in a bona fide arm’s length transaction
(as described above) if (i) the investment is a certificate of deposit that is acquired in
accordance with applicable regulations under the Tax Code, (ii) the investment is an
agreement with specifically negotiated withdrawal or reinvestment provisions and a
specifically negotiated interest rate that is acquired in accordance with applicable
regulations under the Tax Code, or (iii) the investment is a United States Treasury
Security - State and Local Government Series that is acquired in accordance with
applicable regulations of the United States Bureau of Public Debt.
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ARTICLE V
OTHER COVENANTS OF THE CITY;
SECURITY FOR THE BONDS
SECTION 5.01. Punctual Payment. The City shall punctually pay, or cause to be
paid, the principal of and interest on the Bonds in strict conformity with the terms of the
Bonds and of this Resolution, and shall faithfully observe and perform all of the
conditions, covenants and requirements of this Resolution and of the Bonds. Nothing
herein contained prevents the City from making advances of its own moneys howsoever
derived to any of the uses or purposes permitted by law.
SECTION 5.02. Extension of Time for Payment. In order to prevent any
accumulation of claims for interest after maturity, the City will not, directly or indirectly,
extend or consent to the extension of the time for the payment of any claim for interest
on any of the Bonds and will not, directly or indirectly, approve any such arrangement by
purchasing or funding said claims for interest or in any other manner.
SECTION 5.03. Security for the Bonds. The Bonds are general obligations of the
City and the City has the power, is obligated and hereby covenants to levy ad valorem
taxes upon all property within the City subject to taxation by the City, without limitation of
rate or amount, for the payment of the Bonds and the interest thereon, in accordance
with Section 43632 of the Government Code of the State of California. Amounts in the
General Fund of the City are not pledged to the payment of the Bonds. However,
nothing herein limits the ability of the City to provide for payment of the principal of and
interest and premium (if any) on the Bonds from any source of legally available funds of
the City. Any amounts so advanced by the City from legally available funds may be
reimbursed from ad valorem property taxes subsequently collected under this Section
5.03.
SECTION 5.04. Books and Accounts; Financial Statement. The City will keep, or
cause to be kept, proper books of record and accounts, separate from all other records
and accounts of the City in which complete and correct entries are made of all
transactions relating to the Bonds. Such books of record and accounts shall at all times
during business hours be subject to the inspection of the Paying Agent and the Owners
of not less than 10% in aggregate principal amount of the Bonds then Outstanding, or
their representatives authorized in writing.
SECTION 5.05. Protection of Security and Rights of Bond Owners. The City will
preserve and protect the security of the Bonds and the rights of the Bond Owners, and
will warrant and defend their rights against all claims and demands of all persons. From
and after the sale and delivery of any of the Bonds by the City, the City may not contest
the authorization, issuance, sale or repayment of the Bonds.
SECTION 5.06. Tax Covenants Relating to the Tax-Exempt Bonds. The City shall
take all actions necessary to assure the exclusion of interest on the Tax-Exempt Bonds
from the gross income of the Owners of the Tax-Exempt Bonds to the same extent as
such interest is permitted to be excluded from gross income under the Tax Code as in
effect on the Closing Date. To that end, and without limiting the generality of the
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foregoing covenant, the City hereby covenants with the Owners of the Tax-Exempt
Bonds as follows:
(a) Private Activity Bond Limitation. The proceeds of the Tax-Exempt
Bonds may not be so used as to cause the Tax-Exempt Bonds to
satisfy the private business tests of Section 141(b) of the Tax Code
or the private loan financing test of Section 141(c) of the Tax Code.
(b) Federal Guarantee Prohibition. The City may not take any action or
permit or suffer any action to be taken if the result of the same
would be to cause the Tax-Exempt Bonds to be “federally
guaranteed” within the meaning of Section 149(b) of the Tax Code.
(c) No Arbitrage. The City may not take, or permit or suffer to be taken
by the Paying Agent or otherwise, any action with respect to the
Tax-Exempt Bond proceeds which, if such action had been
reasonably expected to have been taken, or had been deliberately
and intentionally taken, on the Closing Date, would have caused the
Tax-Exempt Bonds to be “arbitrage bonds” within the meaning of
Section 148 of the Tax Code.
(d) Rebate of Excess Investment Earnings. The City shall calculate or
cause to be calculated all amounts of excess investment earnings
with respect to the Tax-Exempt Bonds which are required to be
rebated to the United States of America under Section 148(f) of the
Tax Code, at the times and in the manner required under the Tax
Code. The City shall pay or cause to be paid when due an amount
equal to excess investment earnings to the United States of
America in such amounts, at such times and in such manner as may
be required under the Tax Code, such payments to be made from
any source of legally available funds of the City. The City shall keep
or cause to be kept, and retain or cause to be retained for a period
of six years following the retirement of the Tax-Exempt Bonds,
records of the determinations made under this subsection (d).
(e) Maintenance of Tax-Exemption. The City shall take all actions
necessary to assure the exclusion of interest on the Tax-Exempt
Bonds from the gross income of the owners of the Tax-Exempt
Bonds to the same extent as such interest is permitted to be
excluded from gross income under the Tax Code as in effect on the
date of issuance of the Tax-Exempt Bonds.
(f) Record Retention. The City will retain its records of all accounting
and monitoring it carries out with respect to the Tax-Exempt Bonds
for at least 3 years after the Tax-Exempt Bonds mature or are
redeemed (whichever is earlier); however, if the Tax-Exempt Bonds
are redeemed and refunded, the City will retain its records of
accounting and monitoring at least 3 years after the earlier of the
maturity or redemption of the obligations that refunded the Tax-
Exempt Bonds.
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(g) Compliance with Tax Certificate. The City will comply with the
provisions of the Certificate as to Arbitrage and the Certificate
Regarding Use of Proceeds with respect to the Tax-Exempt Bonds.
The covenants of this Section will survive payment in full or
defeasance of the Tax-Exempt Bonds.
SECTION 5.06. Tax Covenants Relating to the 2013 Bonds. The City shall take
all actions necessary to assure the exclusion of interest on the 2013 Bonds from the
gross income of the Owners of the 2013 Bonds until the redemption in full of the 2013
Bonds. Without limiting the generality of the foregoing, the City covenants and agrees
as follows:
(a) Private Activity Bond Limitation. The City will take all actions
necessary to assure that the proceeds of the 2013 Bonds are not
used as to cause the 2013 Bonds to satisfy the private business
tests of Section 141(b) of the Tax Code or the private loan financing
test of Section 141(c) of the Tax Code.
(b) Federal Guarantee Prohibition. The City will not take any action or
permit or suffer any action to be taken if the result of the same
would be to cause the 2013 Bonds to be “federally guaranteed”
within the meaning of Section 149(b) of the Tax Code.
(c) No Arbitrage. The City will not take, or permit or suffer to be taken
by the Paying Agent or otherwise, any action with respect to the
2013 Bond proceeds which, if such action had been reasonably
expected to have been taken, or had been deliberately and
intentionally taken, on the date of issuance of the 2013 Bonds,
would have caused the 2013 Bonds to be “arbitrage bonds” within
the meaning of Section 148 of the Tax Code.
(d) Rebate Requirement. The City will take any and all actions
necessary to assure compliance with section 148(f) of the Code,
relating to the rebate of excess investment earnings, if any, to the
federal government, to the extent that such section is applicable to
the 2013 Bonds.
(e) Record Retention. The City will retain its records of all accounting
and monitoring it carries out with respect to the 2013 Bonds for at
least 3 years after the 2013 are fully redeemed.
(f) Unspent Proceeds. As of the date of this Resolution, the City is
holding approximately $598,921 of 2013 Bond proceeds in the
Project Fund established for the 2013 Bonds. The City has awarded
and will execute prior to the Closing Date a contract for roof and
gutter work at Mitchell Park Library with an expected completion
date of October 1, 2022. A City Representative is hereby directed
on the Closing Date to reserve $250,000 of the amounts in the
Project Fund to pay for the costs of such project and to transfer any
other amounts in the Project Fund to the Prior Bonds Paying Agent
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for deposit in the Escrow Fund established under the Escrow
Agreement (2013 Bonds).
SECTION 5.08. Continuing Disclosure. The City hereby covenants and agrees
that it will comply with and carry out all of the provisions of the Continuing Disclosure
Certificate, which a City Representative is hereby authorized and directed to execute
and deliver on the Closing Date. Notwithstanding any other provision of this Resolution,
failure of the City to comply with the Continuing Disclosure Certificate will not be
considered a default by the City hereunder or under the Bonds; however, any
Participating Underwriter (as such term is defined in the Continuing Disclosure
Certificate) or any holder or beneficial owner of the Bonds may, take such actions as
may be necessary and appropriate to compel performance, including seeking mandate
or specific performance by court order.
SECTION 5.09. Further Assurances. The City will adopt, make, execute and
deliver any and all such further resolutions, instruments and assurances as may be
reasonably necessary or proper to carry out the intention or to facilitate the performance
of this Resolution, and for the better assuring and confirming unto the Owners of the
Bonds of the rights and benefits provided in this Resolution.
ARTICLE VI
THE PAYING AGENT
SECTION 6.01. Appointment of Paying Agent. U.S. Bank Trust Company
National Association is hereby appointed to act as Paying Agent for the Bonds. The
Paying Agent undertakes to perform such duties, and only such duties, as are
specifically set forth in this Resolution, and even during the continuance of an event of
default with respect to the Bonds, no implied covenants or obligations shall be read into
this Resolution against the Paying Agent. The Paying Agent shall signify its acceptance
of the duties and obligations imposed upon it by this Resolution by executing and
delivering to the City a certificate to that effect.
The City may remove the Paying Agent initially appointed, and any successor
thereto, and may appoint a successor or successors thereto, but any such successor
shall be a bank or trust company doing business and having an office in the State of
California, having a combined capital (exclusive of borrowed capital) and surplus of at
least $50,000,000, and subject to supervision or examination by federal or state
authority. If such bank or trust company publishes a report of condition at least annually,
under law or under the requirements of any supervising or examining authority above
referred to, then for the purposes of this Section 6.01 the combined capital and surplus
of such bank or trust company shall be deemed to be its combined capital and surplus
as set forth in its most recent report of condition so published.
The Paying Agent may at any time resign by giving written notice to the City and
the Bond Owners of such resignation. Upon receiving notice of such resignation, the
City shall promptly appoint a successor Paying Agent by an instrument in writing. Any
resignation or removal of the Paying Agent and appointment of a successor Paying
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Agent becomes effective upon acceptance of appointment by the successor Paying
Agent.
The City Council hereby approves an agreement with the Paying Agent in
substantially the form on file with the City Clerk, together with any changes therein or
additions thereto deemed advisable by a City Representative, whose execution thereof
shall be conclusive evidence of such approval. A City Representative is authorized and
directed for and in the name and on behalf of the City to execute, and the City Clerk is
hereby authorized and directed to attest, if applicable, the final form of the agreement
with the Paying Agent.
SECTION 6.02. Paying Agent May Hold Bonds. The Paying Agent may become
the Owner of any of the Bonds in its own or any other capacity with the same rights it
would have if it were not Paying Agent.
SECTION 6.03. Liability of Paying Agent. The recitals of facts, covenants and
agreements herein and in the Bonds contained shall be taken as statements, covenants
and agreements of the City, and the Paying Agent assumes no responsibility for the
correctness of the same, nor makes any representations as to the validity or sufficiency
of this Resolution or of the Bonds, nor shall incur any responsibility in respect thereof,
other than as set forth in this Resolution. The Paying Agent is not liable in connection
with the performance of its duties hereunder, except for its own negligence or willful
default.
In the absence of bad faith, the Paying Agent may conclusively rely, as to the
truth of the statements and the correctness of the opinions expressed therein, upon
certificates or opinions furnished to the Paying Agent and conforming to the
requirements of this Resolution.
The Paying Agent has no liability for any error of judgment made in good faith by
a responsible officer of its corporate trust department in the absence of the negligence of
the Paying Agent.
No provision of this Resolution requires the Paying Agent to expend or risk its
own funds or otherwise incur any financial liability in the performance of any of its duties
hereunder, or in the exercise of any of its rights or powers, if it has reasonable grounds
for believing that repayment of such funds or adequate indemnity against such risk or
liability is not reasonably assured to it.
The Paying Agent may execute any of the powers hereunder or perform any
duties hereunder either directly or by or through agents or attorneys and the Paying
Agent is not responsible for any misconduct or negligence on the part of any agent or
attorney appointed with due care by it hereunder.
SECTION 6.04. Notice to Paying Agent. The Paying Agent may rely and shall be
protected in acting or refraining from acting upon any notice, resolution, request,
consent, order, certificate, report, warrant, bond or other paper or document believed by
it to be genuine and to have been signed or presented by the proper party or proper
parties. The Paying Agent may consult with counsel, who may be of counsel to the City,
with regard to legal questions, and the opinion of such counsel shall be full and complete
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authorization and protection in respect of any action taken or suffered by it hereunder in
good faith and in accordance therewith.
Whenever in the administration of its duties under this Resolution the Paying
Agent deems it necessary or desirable that a matter be proved or established prior to
taking or suffering any action hereunder, such matter (unless other evidence in respect
thereof be herein specifically prescribed) may, in the absence of bad faith on the part of
the Paying Agent, be deemed to be conclusively proved and established by a certificate
of the City, and such certificate will be full warrant to the Paying Agent for any action
taken or suffered under the provisions of this Resolution upon the faith thereof, but in its
discretion the Paying Agent may, in lieu thereof, accept other evidence of such matter or
may require such additional evidence as to it may seem reasonable.
SECTION 6.05. Compensation; Indemnification. The City will pay to the Paying
Agent from time to time reasonable compensation for all services rendered under this
Resolution, and also all reasonable expenses, charges, counsel fees and other
disbursements, including those of their attorneys, agents and employees, incurred in and
about the performance of their powers and duties under this Resolution. The City further
agrees to indemnify the Paying Agent against any liabilities which it may incur in the
exercise and performance of its powers and duties hereunder which are not due to its
negligence or bad faith.
ARTICLE VII
REMEDIES OF BOND OWNERS
SECTION 7.01. Remedies of Bond Owners. Upon the happening and
continuation of any default by the City hereunder or under the Bonds, any Bond Owner
has the right, for the equal benefit and protection of all Bond Owners similarly situated:
(a) by mandamus, suit, action or proceeding, to compel the City and its
members, officers, agents or employees to perform each and every
term, provision and covenant contained in this Resolution and in the
Bonds, and to require the carrying out of any or all such covenants
and agreements of the City and the fulfillment of all duties imposed
upon it;
(b) by suit, action or proceeding in equity, to enjoin any acts or things
which are unlawful, or the violation of any of the Bond Owners’
rights; or
(c) by suit, action or proceeding in any court of competent jurisdiction,
to require the City and its members and employees to account as if
it and they were the trustees of an express trust.
SECTION 7.02. Remedies Not Exclusive. No remedy herein conferred upon the
Owners of Bonds is exclusive of any other remedy. Each remedy is cumulative and
shall be in addition to every other remedy given hereunder or thereafter conferred on the
Bond Owners.
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ARTICLE VIII
AMENDMENT OF THIS RESOLUTION
SECTION 8.01. Amendments Effective Without Consent of the Owners. For any
one or more of the following purposes and at any time or from time to time, the City
Council may by Supplemental Resolution amend this Resolution in whole or in part,
without the consent of any of the Bond Owners:
(a) to add to the covenants and agreements of the City in this
Resolution, other covenants and agreements to be observed by the
City which are not contrary to or inconsistent with this Resolution as
theretofore in effect;
(b) to confirm, as further assurance, any pledge under, and to subject to
any lien or pledge created or to be created by, this Resolution, of
any moneys, securities or funds, or to establish any additional funds
or accounts to be held under this Resolution;
(c) to cure any ambiguity, supply any omission, or cure or correct any
defect or inconsistent provision in this Resolution, which in any
event does not materially adversely affect the interests of the Bond
Owners, in the opinion of Bond Counsel filed with the City; or
(d) to make such additions, deletions or modifications as may be
necessary to assure compliance with the applicable provisions of
the Tax Code relating to the rebate of excess investment earnings
to the United States or otherwise as may be necessary to assure
that the interest on the Bonds remains excludable from gross
income of the Owners thereof for federal income tax purposes, in
the opinion of Bond Counsel filed with the City.
SECTION 8.02. Amendments Effective With Consent to the Owners. Any
modification or amendment of this Resolution and of the rights and obligations of the City
and of the Owners of the Bonds, in any particular, may be made by a Supplemental
Resolution, with the written consent of the Owners of a majority in aggregate principal
amount of the Bonds Outstanding at the time such consent is given. Without the
consent of the Owners of all affected Bonds, no such modification or amendment may
(a) change the maturity of the principal of any Bonds or any interest payable thereon, (b)
reduce the principal amount of the Bonds or the rate of interest thereon, (c) reduce the
percentage of Bonds the consent of the Owners of which is required to effect any such
modification or amendment, (d) change any of the provisions in Section 7.01 relating to a
default by the City hereunder or under the Bonds, (e) reduce the amount of moneys
pledged for the repayment of the Bonds. W ithout the consent of the Paying Agent, no
such modification or amendment may change or modify any of the rights or obligations
of the Paying Agent.
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ARTICLE IX
MISCELLANEOUS
SECTION 9.01. Benefits of Resolution Limited to Parties. Nothing in this
Resolution, expressed or implied, is intended to give to any person other than the City,
the Paying Agent and the Owners of the Bonds, any right, remedy, claim under or by
reason of this Resolution. Any covenants, stipulations, promises or agreements in this
Resolution contained by and on behalf of the City shall be for the sole and exclusive
benefit of the Owners of the Bonds.
SECTION 9.02. Defeasance.
(a) Discharge of Resolution. Bonds may be paid by the City, in whole or in part,
in any of the following ways provided that the City also pays or causes to be paid any
other sums payable hereunder by the City:
(i) by paying or causing to be paid the principal of and interest on such
Bonds, as and when the same become due and payable;
(ii) by irrevocably depositing, in trust, at or before maturity, money or
securities in the necessary amount to pay such Bonds as provided
in Section 9.02(c); or
(iii) by delivering such Bonds to the Paying Agent for cancellation by it.
If the City pays all Outstanding Bonds and also pays or causes to be paid all
other sums payable hereunder by the City, then and in that case, at the election of the
City (evidenced by a certificate of a City Representative filed with the Paying Agent,
signifying the intention of the City to discharge all such indebtedness and this
Resolution), and notwithstanding that any Bonds have not been surrendered for
payment, this Resolution, all taxes and other assets pledged under this Resolution and
all covenants, agreements and other obligations of the City under this Resolution shall
cease, terminate, become void and be completely discharged and satisfied, except only
as provided in Section 9.02(b). In such event, upon request of the City, the Paying
Agent shall cause an accounting for such period or periods as may be requested by the
City to be prepared and filed with the City and shall execute and deliver to the City all
such instruments as may be necessary to evidence such discharge and satisfaction, and
the Paying Agent shall pay over, transfer, assign or deliver to the City all moneys or
securities or other property held by it under this Resolution which are not required for the
payment of Bonds not theretofore surrendered for such payment.
(b) Discharge of Liability on Bonds. Upon the deposit, in trust, at or before
maturity, of money or securities in the necessary amount to pay any Outstanding Bond
Bonds as provided in Section 9.02(c), then all liability of the City in respect of such Bond
will cease and be completely discharged, except only that thereafter the Owner thereof
is entitled only to payment of the principal of and interest on such Bond by the City, and
the City remains liable for such payment, but only out of such money or securities
deposited with the Paying Agent as aforesaid for such payment, provided further,
however, that the provisions of Section 9.02(d) apply in all events.
DocuSign Envelope ID: 880ABC98-EB4D-476D-8AEF-71A08728A7E9
-23-
The City may at any time surrender to the Paying Agent for cancellation by it any
Bonds previously issued and delivered, which the City acquires in any manner
whatsoever, and such Bonds, upon such surrender and cancellation, will be deemed
paid and retired.
(c) Deposit of Money or Securities with Paying Agent. Whenever in this
Resolution it is provided or permitted that there be deposited with or held in trust by the
Paying Agent money or securities in the necessary amount to pay any Bonds, the
money or securities so to be deposited or held may include money or securities held by
the Paying Agent in the funds and accounts established under this Resolution and must
be:
(i) lawful money of the United States of America in an amount equal to
the principal amount of such Bonds and all unpaid interest thereon
to maturity; or
(ii) Federal Securities the principal of and interest on which when due,
in the opinion of a certified public accountant delivered to the City,
will provide money sufficient to pay the principal of and all unpaid
interest to maturity on the Bonds to be paid, as such principal and
interest become due.
(d) Payment of Bonds After Discharge of Resolution. Notwithstanding any
provisions of this Resolution, any moneys held by the Paying Agent in trust for the
payment of the principal of, or interest on, any Bonds and remaining unclaimed for two
years after the principal of all of the Bonds has become due and payable, if such
moneys were so held at such date, or two years after the date of deposit of such moneys
if deposited after said date when all of the Bonds became due and payable, shall, upon
request of the City, be repaid to the City free from the trusts created by this Resolution,
and all liability of the Paying Agent with respect to such moneys shall thereupon cease.
Before the repayment of such moneys to the City as aforesaid, the Paying Agent may (at
the cost of the City) first mail to the Owners of all Bonds which have not been paid at the
addresses shown on the Registration Books a notice in such form as may be deemed
appropriate by the Paying Agent, with respect to the Bonds so payable and not
presented and with respect to the provisions relating to the repayment to the City of the
moneys held for the payment thereof.
SECTION 9.03. Execution of Documents and Proof of Ownership by Bond
Owners. Any request, declaration or other instrument which this Resolution may require
or permit to be executed by Bond Owners may be in one or more instruments of similar
tenor, and shall be executed by Bond Owners in person or by their attorneys appointed
in writing.
Except as otherwise herein expressly provided, the fact and date of the execution
by any Bond Owner or his attorney of such request, declaration or other instrument, or of
such writing appointing such attorney, may be proved by the certificate of any notary
public or other officer authorized to take acknowledgments of deeds to be recorded in
the state in which he purports to act, that the person signing such request, declaration or
other instrument or writing acknowledged to him the execution thereof, or by an affidavit
of a witness of such execution, duly sworn to before such notary public or other officer.
DocuSign Envelope ID: 880ABC98-EB4D-476D-8AEF-71A08728A7E9
-24-
Except as otherwise herein expressly provided, the ownership of registered
Bonds and the amount, maturity, number and date of holding the same are proved by
the Registration Books.
Any request, declaration or other instrument or writing of the Owner of any Bond
binds all future Owners of such Bond in respect of anything done or suffered to be done
by the City or the Paying Agent in good faith and in accordance therewith.
SECTION 9.04. Waiver of Personal Liability. No City Council member, officer,
agent or employee of the City has any individual or personal liability for the payment of
the principal of or interest on the Bonds. Nothing herein contained relieves any City
Council member, officer, agent or employee from the performance of any official duty
provided by law.
SECTION 9.05. Destruction of Canceled Bonds. Whenever in this Resolution
provision is made for the surrender to the City of any Bonds which have been paid or
canceled under the provisions of this Resolution, a certificate of destruction duly
executed by the Paying Agent constitutes the equivalent of the surrender of such
canceled Bonds and the City is entitled to rely upon any statement of fact contained in
any certificate with respect to the destruction of any such Bonds therein referred to.
SECTION 9.06. Partial Invalidity. If any section, paragraph, sentence, clause or
phrase of this Resolution is for any reason held illegal or unenforceable, such holding
will not affect the validity of the remaining portions of this Resolution. The City hereby
declares that it would have adopted this Resolution and each and every other section,
paragraph, sentence, clause or phrase hereof and authorized the issue of the Bonds
pursuant hereto irrespective of the fact that any one or more sections, paragraphs,
sentences, clauses, or phrases of this Resolution may be held illegal, invalid or
unenforceable.
SECTION 9.07. Execution of Documents. Each City Representative, and any and
all other officers of the City, are each authorized and directed in the name and on behalf
of the City to make any and all certificates, requisitions, agreements, notices, consents,
warrants and other documents, which they or any of them might deem necessary or
appropriate in order to consummate the lawful issuance, sale and delivery of the Bonds.
Whenever in this Resolution any officer of the City is authorized to execute or
countersign any document or take any action, such execution, countersigning or action
may be taken on behalf of such officer by any person designated by such officer to act
on his or her behalf in the case such officer shall be absent or unavailable.
//
//
//
//
//
DocuSign Envelope ID: 880ABC98-EB4D-476D-8AEF-71A08728A7E9
-25-
SECTION 9.08. Effective Date of Resolution. This Resolution becomes effective
upon the date of its passage and adoption.
INTRODUCED AND PASSED: MAY 2, 2022
AYES: BURT, CORMACK, DUBOIS, FILSETH, KOU, STONE, TANAKA
NOES:
ABSENT:
ABSTENTIONS:
__________________________ ______________________________
City Clerk Mayor
APPROVED AS TO FORM: APPROVED:
__________________________ ______________________________
Chief Assistant City Attorney City Manager
______________________________
Director of Administrative
Services
I HEREBY CERTIFY that the foregoing resolution was duly and regularly passed
and adopted by the City Council of the City of Palo Alto at a regular meeting
thereof held on the 2nd day of May, 2022, and that the foregoing is a full, true
and correct copy of said Resolution.
City Clerk
DocuSign Envelope ID: 880ABC98-EB4D-476D-8AEF-71A08728A7E9
APPENDIX A
FORM OF BOND
REGISTERED BOND NO. ______ $____________
CITY OF PALO ALTO
GENERAL OBLIGATION REFUNDING BONDS (ELECTION OF
2008), SERIES _____
INTEREST RATE: MATURITY DATE: DATED DATE: CUSIP
______% per
annum
August 1, ____
REGISTERED OWNER: CEDE & CO.
PRINCIPAL AMOUNT:
The CITY OF PALO ALTO, a charter city and municipal corporation duly organized
and existing under the Constitution and laws of the State of California (the “City”), for
value received, hereby promises to pay to the Registered Owner named above, or
registered assigns, the Principal Amount set forth above on the Maturity Date set forth
above, together with interest thereon at the Interest Rate set forth above, calculated on a
30/360 day basis, until the Principal Amount hereof is paid or provided for, such interest
to be paid on February 1 and August 1 of each year, commencing February 1, 2023 (the
“Interest Payment Dates”). This Bond will bear interest from the Interest Payment Date
next preceding the date of authentication hereof, unless (a) it is authenticated as of a
business day following the 15th day of the month immediately preceding any Interest
Payment Date and on or before such Interest Payment Date, in which event it shall bear
interest from such Interest Payment Date, or (b) it is authenticated on or before January
15, 2023, in which event it shall bear interest from the Dated Date set forth above.
Principal, interest and redemption premium (if any) are payable in lawful money
of the United States of America to the person in whose name this Bond is registered (the
“Registered Owner”) on the Bond registration books maintained by the Paying Agent,
initially U.S. Bank Trust Company National Association, San Francisco, California.
Principal hereof and any redemption premium hereon are payable upon presentation
and surrender of this Bond at the principal corporate trust office of the Paying Agent.
Interest hereon is payable by check mailed by the Paying Agent on each Interest
Payment Date to the Registered Owner of this Bond by first-class mail at the address
appearing on the Bond registration books at the close of business on the 15th day of the
calendar month next preceding such Interest Payment Date (the “Record Date”);
DocuSign Envelope ID: 880ABC98-EB4D-476D-8AEF-71A08728A7E9
provided, however, that at the written request of the registered owner of Bonds in an
aggregate principal amount of at least $1,000,000, which written request is on file with
the Paying Agent prior to any Record Date, interest on such Bonds shall be paid on each
succeeding Interest Payment Date by wire transfer in immediately available funds to
such account of a financial institution within the United States of America as shall be
specified in such written request.
This Bond is one of a duly authorized issue of Bonds of the City designated as
“City of Palo Alto 2022 General Obligation Refunding Bonds (Election of 2008), Series
______” (the “Bonds”), in an aggregate principal amount of $__________, all of like
tenor and date (except for such variation, if any, as may be required to designate varying
numbers, maturities, interest rates and other provisions) and all issued under the
provisions of Articles 9 and 11 of Chapter 3 of Part 1 of Division 2 of Title 5 of the
Government Code of the State of California (the “Bond Law”), and under a resolution
adopted by the City Council of the City on May 9, 2022 (the “Resolution”) authorizing the
issuance of the Bonds. Reference is hereby made to the Resolution (copies of which
are on file at the office of the City Clerk) and the Bond Law for a description of the terms
on which the Bonds are issued and the rights thereunder of the owners of the Bonds and
the rights, duties and immunities of the Paying Agent and the rights and obligations of
the City thereunder, to all of the provisions of which Resolution the Owner of this Bond,
by acceptance hereof, assents and agrees.
The Bonds have been issued by the City to refund and discharge outstanding
general obligation bonds of the City, the issuance of which was authorized by a vote of
more than two-thirds of the qualified voters of the City voting at a special municipal
election held on November 4, 2008.
The principal of and interest and redemption premium, if any, on this Bond do not
constitute a debt of the County, the State of California, or any of its political subdivisions
other than the City, or any of the officers, agents and employees thereof, and neither the
County, the State of California, any of its political subdivisions other than the City, nor
any of the officers, agents and employees thereof shall be liable hereon. In no event
shall the principal of and interest and redemption premium, if any, on this Bond be
payable out of any funds or properties of the City other than ad valorem taxes levied
upon all taxable property in the City.
The Bonds are issuable only as fully registered Bonds in the denominations of
$5,000 or any integral multiple thereof. This Bond is exchangeable and transferable for
Bonds of other authorized denominations at the principal corporate trust office of the
Paying Agent, by the Registered Owner or by a person legally empowered to do so,
upon presentation and surrender hereof to the Paying Agent, together with a request for
exchange or an assignment signed by the Registered Owner or by a person legally
empowered to do so, in a form satisfactory to the Paying Agent, all subject to the terms,
limitations and conditions provided in the Bond Resolution. Any tax or governmental
charges shall be paid by the transferor. The City and the Paying Agent may deem and
treat the Registered Owner as the absolute owner of this Bond for the purpose of
receiving payment of or on account of principal or interest and for all other purposes, and
neither the City nor the Paying Agent shall be affected by any notice to the contrary.
The Bonds maturing on or before August 1, 20__, are not subject to redemption
prior to their respective stated maturities. The Bonds maturing on or after August 1,
DocuSign Envelope ID: 880ABC98-EB4D-476D-8AEF-71A08728A7E9
20__, are subject to redemption prior to maturity as a whole, or in part among maturities
on such basis as shall be designated by the City and by lot within a maturity, at the
option of the City, from any available source of funds, on August 1, 20__, and on any
Interest Payment Date thereafter, at a redemption price (expressed as a percentage of
the principal amount of Bonds to be redeemed) as set forth in the following table,
together with interest thereon to the date fixed for redemption.
Redemption Dates Redemption Price
[If applicable:] The Bonds maturing on August 1, 20__ (the “Term Bonds”) are
also subject to mandatory sinking fund redemption on August 1 in the years, and in the
amounts, as set forth in the following table, at a redemption price equal to 100% of the
principal amount thereof to be redeemed (without premium), together with interest
accrued thereon to the date fixed for redemption; provided, however, that if some but not
all of the Term Bonds have been redeemed under the preceding paragraph, the
aggregate principal amount of Term Bonds to be redeemed under this paragraph shall
be reduced on a pro rata basis in integral multiples of $5,000, as shall be designated in
written notice filed by the City with the Paying Agent.
Sinking Fund
Redemption Date
(August 1)
Principal
Amount To Be
Redeemed
The Paying Agent shall give notice of the redemption of the Bonds at the
expense of the City. Such notice shall specify: (a) that the Bonds or a designated
portion thereof are to be redeemed, (b) the numbers and CUSIP numbers of the Bonds
to be redeemed, (c) the date of notice and the date of redemption, (d) the place or
places where the redemption will be made, and (e) descriptive information regarding the
Bonds including the dated date, interest rate and stated maturity date. Such notice shall
further state that on the specified date there shall become due and payable upon each
Bond to be redeemed, the portion of the principal amount of such Bond to be redeemed,
together with interest accrued to said date, the redemption premium, if any, and that
from and after such date interest with respect thereto shall cease to accr ue and be
payable.
Notice of any redemption of Bonds shall be mailed by first class mail, postage
prepaid, at least 20 days but not more than 60 days prior to the date fixed for
redemption, to the respective Owners of any Bonds designated for redemption, at their
addresses appearing on the Bond registration books maintained by the Paying Agent;
but such mailing shall not be a condition precedent to such redemption and failure to
mail or to receive any such notice shall not affect the validity of the proceedings for the
DocuSign Envelope ID: 880ABC98-EB4D-476D-8AEF-71A08728A7E9
redemption of such Bonds or the cessation of accrual of interest thereon from and after
the redemption date. The redemption notice may be conditional and may be rescinded in
the circumstances set forth in the Resolution.
Neither the City nor the Paying Agent will be required: (a) to issue or transfer any
Bond during a period beginning with the opening of business on the 15th calendar day
next preceding either any Interest Payment Date or any date of selection of any Bond to
be redeemed and ending with the close of business on the Interest Payment Date or a
day on which the applicable notice of redemption is given, or (b) to transfer any Bond
which has been selected or called for redemption in whole or in part.
Reference is made to the Bond Resolution for a more complete description of the
provisions, among others, with respect to the nature and extent of the security for the
Bonds, the rights, duties and obligations of the City, the Paying Agent and the
Registered Owners, and the terms and conditions upon which the Bonds are issued and
secured. The owner of this Bond assents, by acceptance hereof, to all of the provisions
of the Bond Resolution.
It is certified, recited and declared that all acts and conditions required by the
Constitution and laws of the State of California to exist, to be performed or to have been
met precedent to and in the issuing of the Bonds in order to make them legal, valid and
binding general obligations of the City, have been performed and have been met in
regular and due form as required by law; that payment in full for the Bonds has been
received; that no statutory or constitutional limitation on indebtedness or taxation has
been exceeded in issuing the Bonds; and that due provision has been made for levying
and collecting ad valorem property taxes on all of the taxable property within the City in
an amount sufficient to pay principal and interest when due, and for levying and
collecting such taxes the full faith and credit of the City are hereby pledged.
This Bond shall not be valid or obligatory for any purpose and shall not be
entitled to any security or benefit under the Bond Resolution until the Certificate of
Authentication below has been manually signed by the Paying Agent.
Unless this Bond is presented by an authorized representative of The Depository
Trust Company, a New York corporation (“DTC”), to the City or the Paying Agent for
registration of transfer, exchange, or payment, and any Bond issued is registered in the
name of Cede & Co. or in such other name as is requested by an authorized
representative of DTC (and any payment is made to Cede & Co. or to such other entity
as is requested by an authorized representative of DTC), ANY TRANSFER, PLEDGE,
OR OTHER USE HEREOF FOR VALUE OR OTHERWISE BY OR TO ANY PERSON IS
WRONGFUL inasmuch as the registered owner hereof, Cede & Co., has an interest
herein.
DocuSign Envelope ID: 880ABC98-EB4D-476D-8AEF-71A08728A7E9
IN WITNESS WHEREOF, the City of Palo Alto has caused this Bond to be
executed by the facsimile signature of its Mayor and attested by the facsimile signature
of its City Clerk, and has caused the seal of the City to be reproduced hereon, all as of
the date stated above.
CITY OF PALO ALTO
By
Mayor
Attest:
City Clerk
DocuSign Envelope ID: 880ABC98-EB4D-476D-8AEF-71A08728A7E9
CERTIFICATE OF AUTHENTICATION
This Bond is one of the Bonds described in the Bond Resolution referred to
herein.
Date of Authentication:
U.S. BANK TRUST COMPANY
NATIONAL ASSOCIATION, as Paying
Agent
By
Authorized Signatory
FORM OF ASSIGNMENT
For value received, the undersigned do(es) hereby sell, assign and transfer unto
(Name, Address and Tax Identification or Social Security Number of Assignee)
the within Bond and do(es) hereby irrevocably constitute and appoint
______________________
attorney, to transfer the same on the registration books of the Bond
Registrar, with full power of substitution in the premises.
Dated: ______________
Signature Guaranteed:
Note: Signature(s) must be guaranteed by a an
eligible guarantor institution.
Note: The signature(s) on this Assignment must
correspond with the name(s) as written on the face
of the within Bond in every particular without
alteration or enlargement or any change
whatsoever.
DocuSign Envelope ID: 880ABC98-EB4D-476D-8AEF-71A08728A7E9
A-1
APPENDIX B
REQUIRED DISCLOSURES PURSUANT TO
GOVERNMENT CODE SECTION 5852.1*
The following information consists of estimates that have been provided by the
City’s municipal advisor which has been represented by such party to have been
provided in good faith:
Federally Taxable Bonds
1. Estimated True Interest Cost of the Federally Taxable Bonds: 3.82%
2. Estimated finance charge of the Federally Taxable Bonds, being the
sum of all fees and charges paid to third parties, in the amount of
approximately $189,286.24. Such amount consists of costs of
issuing the Federally Taxable Bonds in the amount of approximately
$60,301.43, together with estimated underwriter’s compensation in
the amount of $128,984.81.
3. Estimated proceeds of the Federally Taxable Bonds expected to be
received by the City for deposit pursuant to the Escrow Agreement
(2013 Bonds), net of proceeds for Costs of Issuance in (2) above to
paid, capitalized interest and reserves (if any) from the principal
amount of the Federally Taxable Bonds: $13,485,713.76
4. Estimated Total Payment Amount for the Federally Taxable Bonds,
being the sum of all debt service to be paid on the Federally
Taxable Bonds to final maturity: $19,423,309.44.
Tax-Exempt Bonds
1. Estimated True Interest Cost of the Tax-Exempt Bonds: 3.14%
2. Estimated finance charge of the Tax-Exempt Bonds, being the sum
of all fees and charges paid to third parties, in the amount of
approximately $535,343.37. Such amount consists of costs of
issuing the Tax-Exempt Bonds in the amount of approximately
$163,578.18, together with estimated underwriter’s compensation in
the amount of $371,765.19.
3. Estimated proceeds of the Tax-Exempt Bonds expected to be
received by the City for deposit pursuant to the Irrevocable
Refunding Instructions (2010 Bonds), net of proceeds for Costs of
Issuance in (2) above to paid, capitalized interest and reserves (if
any) from the principal amount of the Tax-Exempt Bonds:
$38,879,289.28.
DocuSign Envelope ID: 880ABC98-EB4D-476D-8AEF-71A08728A7E9
A-2
4. Estimated Total Payment Amount for the Tax-Exempt Bonds, being
the sum of all debt service to be paid on the Tax-Exempt Bonds to
final maturity: $51,318,000
*All amounts and percentages are estimates, and are made in good faith by the City
based on information available as of the date of adoption of this Resolution. Estimates
include certain assumptions regarding tax-exempt interest rates available in the bond
market at the time of pricing the Bonds.
DocuSign Envelope ID: 880ABC98-EB4D-476D-8AEF-71A08728A7E9
Certificate Of Completion
Envelope Id: 880ABC98EB4D476D8AEF71A08728A7E9 Status: Completed
Subject: Please DocuSign: RESO 10032 - Resolution Authorizing the Issuance and Sale of One or More Serie...
Source Envelope:
Document Pages: 33 Signatures: 6 Envelope Originator:
Certificate Pages: 2 Initials: 0 Mahealani Ah Yun
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
250 Hamilton Ave
Palo Alto , CA 94301
Mahealani.AhYun@CityofPaloAlto.org
IP Address: 199.33.32.254
Record Tracking
Status: Original
5/4/2022 11:20:25 AM
Holder: Mahealani Ah Yun
Mahealani.AhYun@CityofPaloAlto.org
Location: DocuSign
Security Appliance Status: Connected Pool: StateLocal
Storage Appliance Status: Connected Pool: City of Palo Alto Location: DocuSign
Signer Events Signature Timestamp
Terence Howzell
terence.howzell@cityofpaloalto.org
Chief Assistant City Attorney
City of Palo Alto
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Signed by link sent to
terence.howzell@cityofpaloalto.org
Using IP Address: 199.33.32.254
Sent: 5/4/2022 11:55:07 AM
Viewed: 5/4/2022 3:33:47 PM
Signed: 5/4/2022 3:34:02 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Kiely Nose
kiely.nose@cityofpaloalto.org
Director, Administrative Services/CFO
City of Palo Alto
Security Level: Email, Account Authentication
(None)
Signature Adoption: Uploaded Signature Image
Signed by link sent to kiely.nose@cityofpaloalto.org
Using IP Address: 199.33.32.254
Sent: 5/4/2022 3:34:06 PM
Viewed: 5/4/2022 6:56:49 PM
Signed: 5/4/2022 6:58:26 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Ed Shikada
ed.shikada@cityofpaloalto.org
Ed Shikada, City Manager
City of Palo Alto
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Signed by link sent to ed.shikada@cityofpaloalto.org
Using IP Address: 98.37.252.60
Sent: 5/4/2022 6:58:29 PM
Viewed: 5/5/2022 11:25:11 PM
Signed: 5/5/2022 11:25:19 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Signer Events Signature Timestamp
Patrick Burt
pat@patburt.org
Mr
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Signed by link sent to pat@patburt.org
Using IP Address: 98.37.159.0
Sent: 5/5/2022 11:25:22 PM
Viewed: 5/10/2022 12:13:39 PM
Signed: 5/10/2022 12:14:47 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Lesley Milton
Lesley.Milton@CityofPaloAlto.org
City Clerk
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Signed by link sent to
Lesley.Milton@CityofPaloAlto.org
Using IP Address: 199.33.32.254
Sent: 5/10/2022 12:14:50 PM
Viewed: 5/10/2022 12:26:05 PM
Signed: 5/10/2022 12:26:37 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Carbon Copy Events Status Timestamp
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 5/4/2022 11:55:07 AM
Certified Delivered Security Checked 5/10/2022 12:26:05 PM
Signing Complete Security Checked 5/10/2022 12:26:37 PM
Completed Security Checked 5/10/2022 12:26:37 PM
Payment Events Status Timestamps