HomeMy WebLinkAboutBonds - PA1, 2, 3, & 4/Res 06-74/Res FA-55/Res 527CITY OF PALM DESERT
PALM DESERT FINANCING AUTHORITY
PALM DESERT REDEVELOPMENT AGENCY
STAFF REPORT
REQUEST: HOLD A PUBLIC HEARING IN CONNECTION WITH THE ISSUANCE
OF BONDS BY THE PALM DESERT FINANCING AUTHORITY
SUBMITTED BY: DAVE YRIGOYEN, DIRECTOR OF REDEVELOPMENT/HOUSING
DATE: JUNE 8, 2006
CONTENTS: AMENDED SUMMARY REPORTS FOR PROJECT AREAS NOS. 1
AND 2, AND SUMMARY REPORTS FOR PROJECT AREAS NOS. 3
AND 4 (NO FURTHER ACTION REQUIRED)
Recommendation:
By Minute Motion:
1. That the City Council open a public hearing, receive public testimony and
comments, and then close the public hearing; and
2. That, after the close of the public hearing, proceed to consider the various
resolutions relating to the issuance of bonds by the Palm Desert
Financing Authority covered by the next agenda items.
Executive Summary:
State law requires the City Council to hold a public hearing in connection with the issuance of
bonds and the financing of certain Agency projects. The City Council is requested to hold the
public hearing, receive public testimony, and close the hearing. No further action is required on
this item.
Background and Discussion:
California Government Code Section 6586.5 requires the City Council to hold a public hearing in
connection with the issuance of bonds by the Palm Desert Financing Authority to finance certain
public improvements. California Health and Safety Code Section 33679 also requires the City
Council to hold a public hearing before the Agency commits to pay tax increment revenues for
certain projects. This public hearing, which has been duly noticed under both statutes, covers
both public hearing requirements. Pursuant to Section 33679, an amended summary report for
Project Area No. 1, As Amended, an amended summary report for Project Area No. 2, a
summary report for Project Area No. 3 and a summary report for Project Area No. 4 have all
been made available to the public. Each of the summary reports describes the various projects,
which may be paid for, in whole or in part, from the proposed Agency bond issues. All of the
summary reports have been attached to this staff report for your convenience — no action on
any of the summary reports is required at this time. The City Council is being asked only to
P6401-0001\893887v 1.doc
Staff Report
Public Hearing — Issuance of Bonds by the Palm Desert Financing Authority
Page 2 of 2
June 8, 2006
open the public hearing, receive public testimony, close the public hearing and then move on to
consider the next agenda items which cover the proposed bond issues of the Palm Desert
Financing Authority to finance projects for Project Area No. 1, As Amended, Project Area No. 2,
Project Area No. 3 and Project Area No. 4.
Staff is recommending that the City Council hold the public hearing and then proceed to
consider the next agenda items.
Submitted by:
D Yrigoyen
Director of R eve ment/Housing
Approval:
elopment
b ��
City Manager/7�0/Executive Director
Carlos L. rte
Paul S. i Lichr
i ctor of Finance/Treasurer
CITY COUNCIL ACTION:
APPROVED DENILA.
RECEIVED._ OTHER 0
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ASSENT: A
ABSTAIN:
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C'l fic4/rt- IL" ---et BY FIN AUTH
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VERIFIED BY:
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`� Cio 4b/rc I re BY RDA
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P6401-0001\893887v1.doc
2
AMENDED SUMMARY REPORT
REGARDING PAYMENT BY THE PALM DESERT
REDEVELOPMENT AGENCY FOR ALL OR A
PORTION OF THE COST OF THE INSTALLATION
AND CONSTRUCTION OF CERTAIN PUBLIC CAPITAL
IMPROVEMENTS OF BENEFIT TO PROJECT AREA
NO. 1, AS AMENDED
DATED: MAY 25, 2006
Estimate of Taxes
The Palm Desert Financing Authority (the "Authority") proposes to issue
bonds to finance payment for all or a portion of the cost of the installation and
construction of certain public capital improvements, including the following:
Acquisition / Improvement
Core commercial areas projects
(including public infrastructure, parking
improvements and other improvements
at and around Westfield shopping
center, Highway 111 and El Paseo)
Improvements to frontage roads along
Highway 111 — Alessandro Alleyway
(including street landscaping, parking
improvements and other
improvements)
Estimated cost to be
paid in whole or in
part from bond
proceeds
$15,000,000
$5,000,000
Renovation and improvement of $1,200,000
parking facilities at President's Plaza
El Paseo (west of Highway 74)
extension and upgrade (including
median work, landscaping, lighting and
other related improvements)
$5,000,000
Development of a multi -use community $6,100,000
center at El Paseo and Highway 111
Construction of Portola Avenue Bridge $6,000,000
across the Whitewater Channel
Widening of Monterey Avenue from $1,000,000
P6402.1054\892501.3 1
Magnesia Falls Drive to Gerald Ford
Drive
Widening of Portola Avenue between
Fred Waring Drive and Magnesia Falls
Drive
$3,000,000
Undergrounding of neighborhood $10,000,000
utilities throughout the Project Area
The amounts set forth above are based upon the current estimates of
costs and availability of other funds that Agency believes are reasonable. Such
amounts may vary depending on the actual costs and availability of funds.
Pursuant to a proposed loan agreement between the Authority and the
Palm Desert Redevelopment Agency (the "Agency"), the Agency would pay debt
service on the Authority bonds from taxes ("tax increment revenues") allocated to
the Agency pursuant to California Health and Safety Code Section 33670(b) from
its Project Area No. 1, As Amended (the "Project Area"). The total estimated
amount of tax increment revenues allocated to the Agency from the Project Area
necessary to pay debt service on the Authority bonds issued to finance all or a
portion of the above -described projects (assuming an aggregate principal amount
of bonds of approximately $42,000,000 and an overall interest rate of 5.15
percent, a term of the bonds of 24 years), would be approximately $72,000,000.
To the extent that such bonds issued by the Authority are not sufficient to pay for
all of the costs of the above -described public capital improvements, the Agency
will pay for the balance of such costs from other available funds of the Agency.
Facts Supporting Determinations
The Project Area is an area in which there exists a combination of
conditions of blight so prevalent and so substantial that it causes a reduction of,
or lack of, proper utilization of the area to such an extent that it constitutes a
serious physical, social and economic burden on the community which cannot
reasonably be expected to be reversed or alleviated by private enterprise or
governmental action, or both, without redevelopment. Among other things, the
Project Area is characterized by buildings and structures, used or intended to be
used for living, commercial, industrial, or other purposes, which are unfit or
unsafe to occupy for such purposes and are conducive to juvenile delinquency
and crime because of, among other things, inadequate provision for recreational
facilities. In addition, the Project Area contains vacant and underutilized
properties and properties which suffer from economic dislocation, deterioration or
disuse, including depreciated or stagnant property values and impaired
investments, and deteriorated, aged and obsolete buildings. The Project Area is
characterized by the existence of inadequate public improvements, public
facilities and open space that cannot be remedied by private or governmental
action without redevelopment. The lack of adequate public improvements
P6402.1054' 892501.3 2
hinders economic development opportunities and contributes to the existence of
depreciated and stagnant property values and impaired investments in the
Project Area.
Highway 111 and El Paseo generally run east -west through the core
commercial area of the City. The frontage roads provide access to the various
commercial uses along Highway 111. President's Plaza is located on El Paseo
east of Highway 74 and west of Portola Avenue. Inadequate public infrastructure
and improvements, particularly in and around the commercial center of the City,
contribute to the blighted condition of the Project Area. The installation of various
public infrastructures and improvements in and around the core commercial area,
including street landscaping, parking improvements and other improvements will
promote the economic viability of the Project Area, improve traffic circulation,
attract new businesses, encourage business expansion encourage private sector
investment and enhance the public health, safety and welfare in the Project Area.
The extension and upgrades of El Paseo west of Highway 74, which is adjacent
to the core commercial area, will further enhance the development of the Project
Area.
The proposed multi -use community center at El Paseo and Highway 111
will serve residents and visitors to the Project Area and the City and will provide a
new, modern and efficient facility to serve the residents and taxpayers of the City.
The construction of such a multi -use community center will further encourage
private sector investment in the Project Area and create job opportunities for the
residents and taxpayers of the Project Area and the City.
Portola Avenue and Monterey Avenue are major north —south arterials.
The proposed widening, bridge, and other improvements to these major arterials
and other streets throughout the Project Area will improve traffic circulation within
the Project Area and thereby mitigate congestion and safety hazards.
The undergrounding of utilities throughout the Project Area will eliminate
unsightly and potentially hazardous overhead electrical, telephone and cable
television lines, thereby improving the public health, safety and welfare.
The budget constraints of the City and the extraordinary voter approval
requirements applicable to traditional methods of financing (such as general
obligation bonds and community facilities district special tax bonds) as a practical
matter prevent the City from financing the acquisition of such open space and the
acquisition of the land for and the installation and construction of the above -
described improvements by any other means. No moneys of the City were, are
or are reasonably expected to be available on a Tong -term basis under the
budget of the City to pay for the cost of the installation and construction of the
above -described public improvements. Traditional methods of financing such as
the issuance of general obligation bonds are unavailable as a practical matter
because of the extraordinary majority voter approval requirements of two-thirds
of the electorate. Assessment financing or special tax financing could
P6402.1054\892501.3
3
overburden benefiting properties with assessments or special taxes and, in
addition, special taxes require a two-thirds vote and assessments are subject to
a majority protest.
The installation and construction of the above -described improvements
are all consistent with the Agency's implementation plan.
Redevelopment Purpose; Elimination of Blight
The construction and installation of the above -described public
improvements will serve a basic purpose of redevelopment; redevelopment
includes the provision of structures as may be appropriate or necessary in the
interest of the general welfare, including recreational and other facilities, as well
as the provision of public recreational areas and the provision for open -space
types of use, such as streets. In addition, a fundamental purpose of
redevelopment is to expand employment opportunities and to provide an
environment for the social, economic and psychological growth and well-being of
all citizens.
The construction and installation of the above -described public
improvements will assist in the elimination of blight in the Project Area which is
caused by the lack of adequate public improvements, assist in the revitalization
of the Project Area, help to reverse depreciated or stagnant property values and
impaired investments, encourage private sector investment, create job
opportunities, promote the economic viability of businesses in the Project Area,
attract new businesses, assist in retaining existing businesses, and encourage
business expansion, all for the health, safety and welfare of the residents and
taxpayers of the Project Area and the City.
P6402.1054\892501.3
4
AMENDED SUMMARY REPORT
REGARDING PAYMENT BY THE PALM DESERT
REDEVELOPMENT AGENCY FOR ALL OR A
PORTION OF THE COST OF THE ACQUISITION OF
LAND FOR OPEN SPACE AND THE INSTALLATION
AND CONSTRUCTION OF CERTAIN OTHER
PUBLIC CAPITAL IMPROVEMENTS OF BENEFIT
TO PROJECT AREA NO. 2
DATED: MAY 25, 2006
Estimate of Taxes
The Palm Desert Financing Authority (the "Authority") proposes to issue
bonds to finance payment for all or a portion of the cost of land for open space
and the installation and construction of certain other public capital improvements,
including the following:
Acquisition / Improvement
Estimated cost to be
paid in whole or in
part from bond
proceeds
Acquisition of open space for $13,500,000
recreational purposes
Installation of Freedom Park at Country $3,000,000
Club Drive and Liberty Avenue
Construction of a swimming pool and $3,500,000
related shower and restroom facilities
at the College of the Desert
Civic center park improvements,
including the construction and
improvements of public recreational
buildings
Construction of a parking structure to
accommodate a hotel and related
development at the Desert Willow Golf
Resort
$3,000,000
$7,000,000
Construction of a fire station and $4,000,000
related improvements
P6402.1055\892560.2
1
Acquisition / Improvement
Construction of a pedestrian bridge at
University Park
Installation of a new section of Berger
Drive and related improvements
Widening of Monterey Avenue
between Magnesia Falls Drive and
Gerald Ford Drive
Improvements to the on- and off -ramps
at Monterey Avenue and Interstate 10
Construction of on- and off -ramps at
Portola Avenue and Interstate 10
Drainage improvements along
Monterey Avenue
Undergrounding of utilities on arterial
streets throughout the Project Area
Estimated cost to be
paid in whole or in
part from bond
proceeds
$1, 500,000
$500,000
$2,000,000
$4,000 ,000
$16,800,000
$2,000,000
$10,000,000
The amounts set forth above are based upon the current estimates of
costs and availability of other funds that Agency believes are reasonable. Such
amounts may vary depending on the actual costs and availability of funds.
Pursuant to proposed loan agreements between the Authority and the
Palm Desert Redevelopment Agency (the "Agency"), the Agency would pay debt
service on the Authority bonds from taxes ("tax increment revenues") allocated to
the Agency pursuant to California Health and Safety Code Section 33670(b) from
its Project Area No. 2 (the "Project Area"). The total estimated amount of tax
increment revenues allocated to the Agency from the Project Area necessary to
pay debt service on the Authority bonds issued to finance all or a portion of the
above -described projects (assuming an aggregate initial principal amount of
bonds of approximately $65,000,000 and an overall interest rate of 5.22 percent,
a term of the bonds of 30 years), would be approximately $139,000,000. To the
extent that such bonds issued by the Authority are not sufficient to pay for all of
the costs of the above -described land and public capital improvements, the
Agency will pay for the balance of such costs from other available funds of the
Agency.
P6402.1055 \892560.2
2
Facts Supporting Determinations
The Project Area is an area in which there exists a combination of
conditions of blight so prevalent and so substantial that it causes a reduction of,
or lack of, proper utilization of the area to such an extent that it constitutes a
serious physical, social and economic burden on the community which cannot
reasonably be expected to be reversed or alleviated by private enterprise or
governmental action, or both, without redevelopment. Among other things, the
Project Area is characterized by buildings and structures, used or intended to be
used for living, commercial, industrial, or other purposes, which are unfit or
unsafe to occupy for such purposes and are conducive to juvenile delinquency
and crime because of, among other things, inadequate provision for recreational
facilities. In addition, the Project Area contains vacant and underutilized
properties and properties which suffer from economic dislocation, deterioration or
disuse, including depreciated or stagnant property values and impaired
investments, and deteriorated, aged and obsolete buildings. The Project Area is
characterized by the existence of inadequate public improvements, public
facilities and open space that cannot be remedied by private or governmental
action without redevelopment. The lack of adequate public improvements
hinders economic development opportunities and contributes to the existence of
depreciated and stagnant property values and impaired investments in the
Project Area.
Improvement and development of public parks and recreational facilities
assist in elimination of blighted conditions in the Project Area. The acquisition of
land for open space will provide needed recreational opportunities for hiking and
other activities to serve the residents and taxpayers of Project Area and the City.
The installation of Freedom Park, the construction of a swimming pool and
related facilities at the College of the Desert, and the construction and
improvement of public recreational facilities relating to the civic center park
project will enhance and provide additional needed park facilities to serve the
residents and taxpayers of the Project Area and the City. These projects
promote physical and mental health, and help correct the situation of inadequate
facilities for recreational use and inadequate recreational improvements in the
Project Area and the City, promote the sound development and redevelopment of
the Project Area and reduce crime and juvenile delinquency, all for the benefit of
the residents and taxpayers of the Project Area and the City.
The parking structure will serve the Desert Willow Golf Resort and future
hotel and other developments which would otherwise lack adequate public
parking. The parking structure improvements are required in order to eliminate a
factor which would substantially hinder the economically viable use of the Desert
Willow Golf Resort.
The construction of a new fire station will address a need with respect to
public safety, health and welfare and benefit the residents and businesses of the
Project Area and the City.
P6402.1055\ 892560.2
3
The construction of a pedestrian bridge at University Park will mitigate
congestion and safety hazards. The installation of Berger Drive will improve
traffic circulation within the Project Area. These projects will enhance the
economic viability of the Project Area, encourage private sector investment and
enhance residential and commercial development in the Project Area.
Gerald Ford is a major east -west arterial and Portola Avenue and
Monterey Avenue are major north -south arterials. The proposed widening and
on and off ramp improvements will improve traffic circulation within the Project
Area and thereby mitigate congestion and safety hazards. The drainage
improvements along Monterey Avenue will also improve traffic circulation and
protect property in the Project Area and enhance the public health, safety and
welfare.
The undergrounding of utilities on arterial streets throughout the Project
Area will eliminate unsightly and potentially hazardous overhead electrical,
telephone and cable television lines, thereby improving the public health, safety
and welfare. These in turn will assist in eliminating a factor which prevents or
substantially hinders the economically viable use or capacity of buildings or lots
and will encourage private -sector investment in the Project Area, thereby
facilitating the redevelopment of the Project Area.
The proposed open space and public improvements described above will
assist in the elimination of blight in the Project Area which is caused by
inadequate public improvements and open space. The acquisition of the land
and the installation and construction of the public improvements will promote the
economic viability of the Project Area businesses, attract new businesses,
encourage business expansion and encourage private sector investment in the
Project Area.
The budget constraints of the City and the extraordinary voter approval
requirements applicable to traditional methods of financing (such as general
obligation bonds and community facilities district special tax bonds) as a practical
matter prevent the City from financing the acquisition of such open space and the
acquisition of the land for and the installation and construction of the above -
described improvements by any other means. No moneys of the City were, are
or are reasonably expected to be available on a long-term basis under the
budget of the City to pay for the value of the land for open space or the value of
the land for and the cost of the installation and construction of the above -
described public improvements. Traditional methods of financing such as the
issuance of general obligation bonds are unavailable as a practical matter
because of the extraordinary majority voter approval requirements of two-thirds
of the electorate. Assessment financing or special tax financing could
overburden benefiting properties with assessments or special taxes and, in
addition, special taxes require a two-thirds vote and assessments are subject to
a majority protest.
P6402.1055,892560.2
4
The acquisition of all of the above -described land and the installation and
construction of the above -described improvements are all consistent with the
Agency's implementation plan.
Redevelopment Purpose; Elimination of Blight
The acquisition of the above -described land and the construction of the
above -described public improvements will serve a basic purpose of
redevelopment; redevelopment includes the provision of structures as may be
appropriate or necessary in the interest of the general welfare, including
recreational and other facilities, as well as the provision of public recreational
areas and the provision for open -space types of use, such as streets. In
addition, a fundamental purpose of redevelopment is to expand employment
opportunities and to provide an environment for the social, economic and
psychological growth and well-being of all citizens.
The acquisition of the above -described land and the construction of the
above -described public improvements will assist in the elimination of blight in the
Project Area which is caused by the lack of adequate public improvements,
assist in the revitalization of the Project Area, help to reverse depreciated or
stagnant property values and impaired investments, encourage private sector
investment, create job opportunities, promote the economic viability of
businesses in the Project Area, attract new businesses, assist in retaining
existing businesses, and encourage business expansion, all for the health, safety
and welfare of the residents and taxpayers of the Project Area and the City.
P6402.1055\892560.2
5
SUMMARY REPORT
REGARDING PAYMENT BY THE PALM DESERT
REDEVELOPMENT AGENCY FOR ALL OR A
PORTION OF THE COST OF THE INSTALLATION
AND CONSTRUCTION OF CERTAIN PUBLIC
CAPITAL IMPROVEMENTS OF BENEFIT TO
PROJECT AREA NO. 3
DATED: MAY 25, 2006
Estimate of Taxes
The Palm Desert Financing Authority (the "Authority") proposes to issue
bonds to finance payment for all or a portion of the cost of land for open space
and the installation and construction of certain other public capital improvements,
including the following:
Acauisition / Improvement
Civic center park improvements,
including the construction and
improvements of public recreational
buildings
Construction of a parking structure to
accommodate a hotel and related
development at the Desert Willow Golf
Resort
Estimated cost to be
paid in whole or in
part from bond
proceeds
$1,000,000
$3,000,000
Construction of on- and off -ramps at $8,200,000
Portola Avenue and Interstate 10
Undergrounding of utilities throughout $2,000,000
the Project Area
The amounts set forth above are based upon the current estimates of
costs and availability of other funds that Agency believes are reasonable. Such
amounts may vary depending on the actual costs and availability of funds.
Pursuant to proposed loan agreements between the Authority and the
Palm Desert Redevelopment Agency (the "Agency"), the Agency would pay debt
service on the Authority bonds from taxes ("tax increment revenues") allocated to
the Agency pursuant to California Health and Safety Code Section 33670(b) from
P6402.1056\892565.2
1
its Project Area No. 2 (the "Project Area"). The total estimated amount of tax
increment revenues allocated to the Agency from the Project Area necessary to
pay debt service on the Authority bonds issued to finance all or a portion of the
above -described projects (assuming an aggregate initial principal amount of
bonds of approximately $15,500,000 and an overall interest rate of 5.47 percent,
a term of the bonds of 35 years), would be approximately $35,600,000. To the
extent that such bonds issued by the Authority are not sufficient to pay for all of
the costs of the above -described land and public capital improvements, the
Agency will pay for the balance of such costs from other available funds of the
Agency.
Facts Supporting Determinations
The Project Area is an area in which there exists a combination of
conditions of blight so prevalent and so substantial that it causes a reduction of,
or lack of, proper utilization of the area to such an extent that it constitutes a
serious physical, social and economic burden on the community which cannot
reasonably be expected to be reversed or alleviated by private enterprise or
governmental action, or both, without redevelopment. Among other things, the
Project Area is characterized by buildings and structures, used or intended to be
used for living, commercial, industrial, or other purposes, which are unfit or
unsafe to occupy for such purposes and are conducive to juvenile delinquency
and crime because of, among other things, inadequate provision for recreational
facilities. In addition, the Project Area contains vacant and underutilized
properties and properties which suffer from economic dislocation, deterioration or
disuse, including depreciated or stagnant property values and impaired
investments, and deteriorated, aged and obsolete buildings. The Project Area is
characterized by the existence of inadequate public improvements, public
facilities and open space that cannot be remedied by private or governmental
action without redevelopment. The lack of adequate public improvements
hinders economic development opportunities and contributes to the existence of
depreciated and stagnant property values and impaired investments in the
Project Area.
Improvement and development of public parks and recreational facilities
assist in elimination of blighted conditions in the Project Area. The construction
and improvement of public recreational facilities relating to the civic center park
project will enhance and provide additional needed facilities to serve the
residents and taxpayers of the Project Area and the City. The project promotes
physical and mental health, and helps correct the situation of inadequate facilities
for recreational use and inadequate recreational improvements in the Project
Area and the City, promote the sound development and redevelopment of the
Project Area and reduce crime and juvenile delinquency, all for the benefit of the
residents and taxpayers of the Project Area and the City.
The parking structure will serve the Desert Willow Golf Resort and future
hotel and other developments which would otherwise lack adequate public
P6402.1056\892565.2
2
parking. The parking structure improvements are required in order to eliminate a
factor which would substantially hinder the economically viable use of the Desert
Willow Golf Resort.
The undergrounding of utilities throughout the Project Area will eliminate
unsightly and potentially hazardous overhead electrical, telephone and cable
television lines, thereby improving the public health, safety and welfare. These in
turn will assist in eliminating a factor which prevents or substantially hinders the
economically viable use or capacity of buildings or lots and will encourage
private -sector investment in the Project Area, thereby facilitating the
redevelopment of the Project Area.
The budget constraints of the City and the extraordinary voter approval
requirements applicable to traditional methods of financing (such as general
obligation bonds and community facilities district special tax bonds) as a practical
matter prevent the City from financing the acquisition of such open space and the
acquisition of the land for and the installation and construction of the above -
described improvements by any other means. No moneys of the City were, are
or are reasonably expected to be available on a Tong -term basis under the
budget of the City to pay for the value of the land for open space or the value of
the land for and the cost of the installation and construction of the above -
described public improvements. Traditional methods of financing such as the
issuance of general obligation bonds are unavailable as a practical matter
because of the extraordinary majority voter approval requirements of two-thirds
of the electorate. Assessment financing or special tax financing could
overburden benefiting properties with assessments or special taxes and, in
addition, special taxes require a two-thirds vote and assessments are subject to
a majority protest.
The installation and construction of the above -described improvements
are all consistent with the Agency's implementation plan.
Redevelopment Purpose; Elimination of Blight
The construction and installation of the above -described public
improvements will serve a basic purpose of redevelopment; redevelopment
includes the provision of structures as may be appropriate or necessary in the
interest of the general welfare, including recreational and other facilities, as well
as the provision of public recreational areas and the provision for open -space
types of use, such as streets. In addition, a fundamental purpose of
redevelopment is to expand employment opportunities and to provide an
environment for the social, economic and psychological growth and well-being of
all citizens.
The construction and installation of the above -described public
improvements will assist in the elimination of blight in the Project Area which is
caused by the lack of adequate public improvements, assist in the revitalization
P6402.1056\892565.2
3
of the Project Area, help to reverse depreciated or stagnant property values and
impaired investments, encourage private sector investment, create job
opportunities, promote the economic viability of businesses in the Project Area,
attract new businesses, assist in retaining existing businesses, and encourage
business expansion, all for the health, safety and welfare of the residents and
taxpayers of the Project Area and the City.
P6402.1056\892565.2
4
SUMMARY REPORT
REGARDING PAYMENT BY THE PALM DESERT
REDEVELOPMENT AGENCY FOR ALL OR A
PORTION OF THE COST OF THE INSTALLATION
AND CONSTRUCTION OF CERTAIN PUBLIC
CAPITAL IMPROVEMENTS OF BENEFIT TO
PROJECT AREA NO. 4
DATED: MAY 25, 2006
Estimate of Taxes
The Palm Desert Financing Authority (the "Authority") proposes to issue
bonds to finance payment for all or a portion of the cost of land for open space
and the installation and construction of certain other public capital improvements,
including the following:
Acquisition / Improvement
Estimated cost to be
paid in whole or in
part from bond
proceeds
Sound attenuation wall along Fred $3,000,000
Waring Drive
Undergrounding of utilities throughout $14,000,000
the Project Area
The amounts set forth above are based upon the current estimates of
costs and availability of other funds that Agency believes are reasonable. Such
amounts may vary depending on the actual costs and availability of funds.
Pursuant to a proposed loan agreement between the Authority and the
Palm Desert Redevelopment Agency (the "Agency"), the Agency would pay debt
service on the Authority bonds from taxes ("tax increment revenues") allocated to
the Agency pursuant to California Health and Safety Code Section 33670(b) from
its Project Area No. 2 (the "Project Area"). The total estimated amount of tax
increment revenues allocated to the Agency from the Project Area necessary to
pay debt service on the Authority bonds issued to finance all or a portion of the
above -described projects (assuming an aggregate initial principal amount of
bonds of approximately $17,000,000 and an overall interest rate of 5.34 percent,
a term of the bonds of 29 years), would be approximately $38,500,000. To the
extent that such bonds issued by the Authority are not sufficient to pay for all of
the costs of the above -described land and public capital improvements, the
Agency will pay for the balance of such costs from other available funds of the
Agency.
P6402. l 057\892567.2
1
Facts Supporting Determinations
The Project Area is an area in which there exists a combination of
conditions of blight so prevalent and so substantial that it causes a reduction of,
or lack of, proper utilization of the area to such an extent that it constitutes a
serious physical, social and economic burden on the community which cannot
reasonably be expected to be reversed or alleviated by private enterprise or
govemmental action, or both, without redevelopment. Among other things, the
Project Area is characterized by buildings and structures, used or intended to be
used for living, commercial, industrial, or other purposes, which are unfit or
unsafe to occupy for such purposes and are conducive to juvenile delinquency
and crime because of, among other things, inadequate provision for recreational
facilities. In addition, the Project Area contains vacant and underutilized
properties and properties which suffer from economic dislocation, deterioration or
disuse, including depreciated or stagnant property values and impaired
investments, and deteriorated, aged and obsolete buildings. The Project Area is
characterized by the existence of inadequate public improvements, public
facilities and open space that cannot be remedied by private or governmental
action without redevelopment. The lack of adequate public improvements
hinders economic development opportunities and contributes to the existence of
depreciated and stagnant property values and impaired investments in the
Project Area.
Fred Waring Drive is a major east —west arterial, which run parallel to
Highway 111. The proposed sound attenuation wall improve public health, safety
and welfare and enhance the development and redevelopment of the Project
Area.
The undergrounding of utilities throughout the Project Area will eliminate
unsightly and potentially hazardous overhead electrical, telephone and cable
television lines, thereby improving the public health, safety and welfare. These in
turn will assist in eliminating a factor which prevents or substantially hinders the
economically viable use or capacity of buildings or Tots and will encourage
private -sector investment in the Project Area, thereby facilitating the
redevelopment of the Project Area.
The budget constraints of the City and the extraordinary voter approval
requirements applicable to traditional methods of financing (such as general
obligation bonds and community facilities district special tax bonds) as a practical
matter prevent the City from financing the acquisition of such open space and the
acquisition of the land for and the installation and construction of the above -
described improvements by any other means. No moneys of the City were, are
or are reasonably expected to be available on a Tong -term basis under the
budget of the City to pay for the value of the land for open space or the value of
the land for and the cost of the installation and construction of the above -
described public improvements. Traditional methods of financing such as the
issuance of general obligation bonds are unavailable as a practical matter
P6402.1057\892567.2
2
because of the extraordinary majority voter approval requirements of two-thirds
of the electorate. Assessment financing or special tax financing could
overburden benefiting properties with assessments or special taxes and, in
addition, special taxes require a two-thirds vote and assessments are subject to
a majority protest.
The installation and construction of the above -described improvements
are all consistent with the Agency's implementation plan.
Redevelopment Purpose: Elimination of Blight
The construction and installation of the above -described public
improvements will serve a basic purpose of redevelopment; redevelopment
includes the provision of structures as may be appropriate or necessary in the
interest of the general welfare, including recreational and other facilities, as well
as the provision of public recreational areas and the provision for open -space
types of use, such as streets. In addition, a fundamental purpose of
redevelopment is to expand employment opportunities and to provide an
environment for the social, economic and psychological growth and well-being of
all citizens.
The construction and installation of the above -described public
improvements will assist in the elimination of blight in the Project Area which is
caused by the lack of adequate public improvements, assist in the revitalization
of the Project Area, help to reverse depreciated or stagnant property values and
impaired investments, encourage private sector investment, create job
opportunities, promote the economic viability of businesses in the Project Area,
attract new businesses, assist in retaining existing businesses, and encourage
business expansion, all for the health, safety and welfare of the residents and
taxpayers of the Project Area and the City.
P6402.1057\892567.2
3
CITY OF PALM DESERT
PALM DESERT FINANCING AUTHORITY
PALM DESERT REDEVELOPMENT AGENCY
STAFF REPORT
REQUEST: APPROVAL OF RESOLUTION NO. 06-74 OF THE CITY COUNCIL OF
THE CITY OF PALM DESERT SUPPLEMENTING RESOLUTION NO. 06-56
AND FURTHER MAKING A FINDING OF SIGNIFICANT PUBLIC BENEFIT
AND OTHER FINDINGS IN CONNECTION WITH THE ISSUANCE AND
SALE BY THE PALM DESERT FINANCING AUTHORITY OF ITS TAX
ALLOCATION REVENUE BONDS (PROJECT AREA NO. 1, AS
AMENDED), 2006 SERIES A, AND TAX ALLOCATION REFUNDING
REVENUE BONDS (PROJECT AREA NO. 1, AS AMENDED), 2006
SERIES B (TAXABLE)
APPROVAL OF RESOLUTION NO. FA-55 OF THE PALM DESERT
FINANCING AUTHORITY ACKNOWLEDGING A FINDING OF
SIGNIFICANT BENEFIT AND AFFIRMING THE AUTHORITY'S APPROVAL
OF DOCUMENTS AND CERTAIN OTHER MATTERS RELATING TO THE
ISSUANCE, SALE AND DELIVERY OF THE AUTHORITY'S TAX
ALLOCATION REVENUE BONDS (PROJECT AREA NO. 1, AS
AMENDED), 2006 SERIES A, AND TAX ALLOCATION REFUNDING
REVENUE BONDS (PROJECT AREA NO. 1, AS AMENDED), 2006 SERIES
B (TAXABLE)
APPROVAL OF RESOLUTION NO. 527 OF THE PALM DESERT
REDEVELOPMENT AGENCY AFFIRMING THE AGENCY'S APPROVAL
OF DOCUMENTS AND CERTAIN OTHER MATTERS RELATING TO THE
SALE AND ISSUANCE BY THE PALM DESERT FINANCING AUTHORITY
OF TAX ALLOCATION REVENUE BONDS (PROJECT AREA NO. 1, AS
AMENDED), 2006 SERIES A, AND TAX ALLOCATION REFUNDING
REVENUE BONDS (PROJECT AREA NO. 1, AS AMENDED), 2006 SERIES
B (TAXABLE)
SUBMITTED BY: DAVE YRIGOYEN, DIRECTOR OF REDEVELOPMENT/HOUSING
DATE: JUNE 8, 2006
CONTENTS: (1) CITY COUNCIL RESOLUTION NO. 06-74
(2) PALM DESERT FINANCING AUTHORITY RESOLUTION NO. FA-55
(3) PALM DESERT REDEVELOPMENT AGENCY RESOLUTION NO.527
Recommendation:
By Minute Motion:
1. That the City Council approve Resolution No. 06- 74 , making (i) findings of
significant public benefit in connection with the issuance and sale of two series
of bonds (the "Bonds") by the Palm Desert Financing Authority: (A) Tax
Allocation Revenue Bonds (Project Area No. 1, As Amended), 2006 Series A
Staff Report
Approval of Council, PDFA and RDA Resolutions — PA#1 Tax Alloc. Bonds
Page 2 of 3
June 8, 2006
(the "Series 2006A Bonds"), and (B) Tax Allocation Revenue Refunding Bonds
(Project Area No. 1, As Amended), 2006 Series B (Taxable) (the "Series
2006B Bonds"), and (ii) findings pursuant to Sections 33679 and 33445 of the
California Health and Safety Code with respect to the projects to be funded by
proceeds of the Series 2006A Bonds;
2. That the Palm Desert Financing Authority approve Resolution No. FA- 55 ,
acknowledging finding of significant public benefit in connection with the
issuance and sale of the Bonds and affirming the Authority's approval of the
issuance, sale and delivery of the Bonds and the Authority's authorizations
regarding the execution and delivery of documents relating to the Bonds; and
3. That the Palm Desert Redevelopment Agency approve Resolution No.527
affirming the Agency's approval and authorizations regarding the execution
and delivery of documents relating to the Bonds.
Executive Summary
Adoption of the attached resolutions will allow Staff to proceed with the issuance of the Bonds and
the use of Series 2006A Bonds proceeds to pay for the costs of certain projects.
Background and discussion:
Staff has recommended the issuance of two series of Bonds relating to the financing and
refinancing of projects for the Agency's Project Area No. 1, As Amended ("Project Area No. 1). The
Series 2006A Bonds will be issued as tax-exempt bonds. Net proceeds of the Series 2006A Bonds
will be used to pay all or a portion of the costs of certain Agency projects benefiting Project Area
No. 1. The Series 2006E Bonds will be issued as taxable bonds. Net Proceeds of the Series 2006B
Bonds will be used to refund a portion of certain bonds issued by the Authority in 1997, the proceeds
of which were used for the development of the Desert Willow Golf Resort. Based on most recent
estimates by the Financial Advisor and the Underwriter for the Bonds, the sale of the Series 2006A
Bonds is expected to generate approximately $39,000,000 of net proceeds to be available for
Agency projects.
Previously on April 27, 2006, the City Council, the Authority and the Agency adopted resolutions
approving the issuance, sale and delivery of the Bonds and proposed projects to be funded by the
proceeds of the Series 2006A Bonds.
After the April 27, 2006 Council meeting, Staff undertook to review the various potential Agency
projects with respect to Project Area No. 1 and proposes to modify and expand on the proposed
projects to be funded by the proceeds of the Series 2006A Bonds. The proposed projects are
outlined in the attached City Council resolution and are also described in an Amended Summary
Report, which was made available to the public in connection with the City Council public hearing.
Staff Report
Approval of Council, PDFA and RDA Resolutions — PA#1 Tax Alloc. Bonds
Page 3 of 3
June 8, 2006
Adoption of the attached resolutions will allow Staff to proceed with the issuance of the Bonds and
the use of Series 2006A proceeds to pay for the costs of the identified projects.
Submitted by:
Dave Yrigoy&
Director of R evelopment/Housing
Ap oval:
cCarthy, ACM lopment
Carlos L. rtegity Manager/CAO
pe$
Paul S.Gbso7Director of Finance
COUNCIL ACTION
APPROVED DENIED
RECEIVED
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RESOLUTION NO. 06- 74
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF PALM DESERT SUPPLEMENTING RESOLUTION NO.
06-56 AND FURTHER MAKING A FINDING OF
SIGNIFICANT PUBLIC BENEFIT AND OTHER FINDINGS
IN CONNECTION WITH THE ISSUANCE AND SALE BY
THE PALM DESERT FINANCING AUTHORITY OF ITS
TAX ALLOCATION REVENUE BONDS (PROJECT AREA
NO. 1, AS AMENDED), 2006 SERIES A, AND TAX
ALLOCATION REFUNDING REVENUE BONDS
(PROJECT AREA NO. 1, AS AMENDED), 2006 SERIES B
(TAXABLE)
RECITALS:
WHEREAS, the Palm Desert Financing Authority (the "Authority") has
proposed to sell and issue its Tax Allocation Revenue Bonds (Project Area No. 1, As
Amended), 2006 Series A (the "Series 2006A Bonds") and Tax Allocation Refunding
Revenue Bonds (Project Area No. 1, As Amended), 2006 Series B (Taxable) (the
"Series 2006B Bonds," and together with the Series 2006A Bonds, the "Bonds"); and
WHEREAS, proceeds of the Series 2006B Bonds are to be applied to
make a loan to the Palm Desert Redevelopment Agency (the "Agency") for the object
and purpose of, among other things, effecting the refunding of the portion of the
Authority's Tax Allocation Revenue Bonds (Project Area No. 1, As Amended), Series
1997, scheduled to mature on April 1, 2023; and
WHEREAS, proceeds of the Series 2006A Bonds are to be applied to
make a loan to the Agency for the object and purpose of, among other things, assisting
in the financing of certain public capital improvements of benefit to Project Area No. 1,
As Amended, of the Agency (the "Project Area"); and
WHEREAS, this City Council previously adopted Resolution No. 06-56, on
April 27, 2006, (i) approving the issuance of the Bonds, and (ii) finding the financing and
refinancing of the public capital improvements through the issuance by the Authority of
the Bonds will result in significant public benefits to the constituents of the Agency and
the City of Palm Desert (the "City"); and
WHEREAS, Resolution No. 06-56 identified certain projects proposed to
be financed with proceeds of the Series 2006A Bonds; and
WHEREAS, upon further review, Agency Staff proposes to modify the
projects to include the following (with the following projects (the "Projects") to supersede
those previously identified in Resolution No. 06-56): (i) core commercial areas projects
(including public infrastructure, parking improvements and other improvements at and
around Westfield shopping center, Highway 111 and El Paseo); (ii) improvements to
P6402.1054\892279.2
frontage roads along Highway 111 — Alessandro Alleyway (including street landscaping,
parking improvements and other improvements); (iii) renovation and improvement of
parking facilities at President's Plaza; (iv) El Paseo (west of Highway 74) extension and
upgrade (including median work, landscaping, lighting and other related improvements);
(v) development of a multi -purpose community center at El Paseo and Highway 111; (vi)
construction of Portola Avenue Bridge across the Whitewater Channel; (vii) widening of
Monterey Avenue from Magnesia Falls Drive to Gerald Ford Drive; (viii) widening of
Portola Avenue between Fred Waring Drive and Magnesia Falls Drive; and
(ix) undergrounding of neighborhood utilities throughout the Project Area; and
WHEREAS, pursuant to Section 6586.5 of the Califomia Government
Code and Section 33679 of the California Health and Safety Code, after notice duly
published in accordance with law, this City Council held a public hearing on this date
with respect to the proposed Projects to be financed by the issuance of the Series
2006A Bonds and the issuance of the Bonds and received evidence concerning the
public benefits therefrom; and
WHEREAS, there has been made available in the office of the City Clerk
for two weeks prior to such public hearing for public inspection and copying, at a cost
not to exceed the cost of duplication, an amended summary report which includes all of
the following: (i) estimates of the amount of such taxes allocated to the Agency from the
Project Area proposed to be used to pay for the Projects, including interest payments;
(ii) facts supporting the determinations required to be made by the City Council pursuant
to Califomia Health and Safety Code Section 33445; and (iii) the redevelopment
purpose for which such taxes are being used to pay for the installation and construction.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PALM
DESERT DOES HEREBY FIND, RESOLVE, DETERMINE AND ORDER AS
FOLLOWS:
Section 1. Recitals. The above recitals, and each of them, are true and
correct.
Section 2. Approval of Financing. The City Council hereby affirms its
finding that the refinancing described above through the issuance by the Authority of
the Series 2006B Bonds will result in significant public benefits to the constituents of the
Agency and the City of Palm Desert. The City Council hereby finds that financing of the
Projects described in the Recitals of this Resolution through the issuance by the
Authority of the Series 2006A Bonds will result in significant public benefits to the
constituents of the Agency and the City of Palm Desert, including demonstrable savings
in effective interest rate and more efficient delivery of Agency and City services to
residential and commercial development. The City Council hereby ratifies and affirms
the its approval of the issuance of the Bonds by the Authority.
P6402.1054\892279.2
Section 3. Further Findings. The City Council hereby finds and
determines that based upon the "Amended Summary Report Regarding Payment by the
Palm Desert Redevelopment Agency for All or a Portion of the Cost of the Installation
and Construction of Certain Public Capital Improvements of Benefit to Project Area No.
1, As Amended," which Report was made available at the office of the City Clerk in
connection with the public hearing described in the Recitals hereof, and other
information presented to the City Council: (i) the Projects described in the Recitals of
this Resolution are of benefit to the Project Area and to the immediate neighborhoods in
which the Projects are located; (ii) the payment of funds for the cost of such Projects will
assist in the elimination of one or more blighting conditions inside the Project Area; (iii)
the payment of funds for the cost of such Projects is consistent with the Agency's
implementation plan adopted pursuant to Health and Safety Code Section 33490; and
(iv) no other reasonable means of financing such improvements is available to the City.
Section 4. Approval of Payment by Agency. The City Council hereby
approves payment by the Agency for the cost of the installation and construction of the
above -described Projects from tax increment revenues of the Agency from the Project
Area.
Section 5. Other Acts. The officers of the City are hereby authorized and
directed, jointly and severally, to do any and all things and to execute and deliver any
and all documents which they may deem necessary or advisable in order to effectuate
the purposes of this Resolution and any such actions previously taken by such officers
are hereby ratified and confirmed.
Section 6. Effective Date. This Resolution shall take effect immediately
upon adoption.
P6402.1054\892279.2
wit:
APPROVED and ADOPTED this 8th day of June 2006 by following vote to
AYES:
NOES:
ABSENT:
ABSTAIN:
Jim Ferguson, Mayor
ATTEST:
Rachelle D. Klassen, City Clerk
P6402.1054\892279.2
RESOLUTION NO. FA- 55
A RESOLUTION OF THE PALM DESERT FINANCING
AUTHORITY ACKNOWLEDGING A FINDING OF
SIGNIFICANT BENEFIT AND AFFIRMING THE
AUTHORITY'S APPROVAL OF DOCUMENTS AND
CERTAIN OTHER MATTERS RELATING TO THE
ISSUANCE, SALE AND DELIVERY OF THE
AUTHORITY'S TAX ALLOCATION REVENUE BONDS
(PROJECT AREA NO. 1, AS AMENDED), 2006 SERIES A,
AND TAX ALLOCATION REFUNDING REVENUE BONDS
(PROJECT AREA NO. 1, AS AMENDED), 2006 SERIES B
(TAXABLE)
RECITALS:
WHEREAS, the Palm Desert Financing Authority (the "Authority") is a joint
powers authority duly organized and existing under and pursuant to Articles 1 through 4
(commencing with Section 6500), Chapter 5, Division 7, Title 1 of the California
Government Code (the "Act") and that certain Joint Exercise of Powers Agreement
dated as of January 26, 1989, by and between the City of Palm Desert (the "City") and
the Palm Desert Redevelopment Agency (the "Agency"), and is authorized pursuant to
Article 4 of the Act to issue bonds for the purpose of making loans to the Agency to
provide financing and refinancing for public capital improvements; and
WHEREAS, the Authority desires to issue and sell its Tax Allocation
Revenue Bonds (Project Area No. 1, As Amended), 2006 Series A (the "Series 2006A
Bonds") and Tax Allocation Refunding Revenue Bonds (Project Area No. 1, As
Amended), 2006 Series B (Taxable) (the "Series 2006B Bonds," and together with the
Series 2006A Bonds, the "Bonds") to be issued and secured pursuant to an indenture of
trust (the "Indenture"); and
WHEREAS, proceeds of the Series 2006A Bonds are to be applied to
make a loan to the Agency pursuant to a loan agreement (the "Loan Agreement") for the
object and purpose of, among other things, assisting in the financing of certain public
capital improvements of benefit to Project Area No. 1, As Amended, of the Agency; and
WHEREAS, proceeds of the Series 2006E Bonds are to be applied to
make a second loan to the Agency pursuant to the Loan Agreement for the object and
purpose of, among other things, effecting the refunding of the portion of the Authority's
Tax Allocation Revenue Bonds (Project Area No. 1, As Amended), Series 1997,
scheduled to mature on April 1, 2023; and
WHEREAS, on April 27, 2006, the City Council of the City of Palm Desert
adopted its Resolution No. 06-56 ("City Council Resolution No. 06-56), making certain
P6402.1054\892282.2
findings, including a finding of significant benefits, with respect to (i) the refinancing to
be accomplished through the issuance of the Series 2006B Bonds, and (ii) the financing
of certain capital improvement projects through the issuance of the Series 2006A
Bonds; and
WHEREAS, on April 27, 2006, the Authority adopted Resolution No. FA-
51 and Resolution No. FA-53, approving the forms of documents relating to the
issuance of the Bonds, authorizing the execution and delivery thereof and setting forth
certain parameters with respect to the terms of the Bonds; and
WHEREAS, City Resolution No. 06-56 identified certain projects proposed
to be financed with the proceeds of the Series 2006A Bonds; and
WHEREAS, upon further review, Agency Staff has proposed to modify the
projects, to include the following (collectively, the "Projects"): (i) core commercial areas
projects (including public infrastructure, parking improvements and other improvements
at and around Westfield shopping center, Highway 111 and El Paseo); (ii)
improvements to frontage roads along Highway 111 — Alessandro Alleyway (including
street landscaping, parking improvements and other improvements); (iii) renovation and
improvement of parking facilities at President's Plaza; (iv) El Paseo (west of Highway
74) extension and upgrade (including median work, landscaping, lighting and other
related improvements); (v) development of a multi -purpose community center at El
Paseo and Highway 111; (vi) construction of Portola Avenue Bridge across the
Whitewater Channel; (vii) widening of Monterey Avenue from Magnesia Falls Drive to
Gerald Ford Drive; (viii) widening of Portola Avenue between Fred Waring Drive and
Magnesia Falls Drive; and (ix) undergrounding of neighborhood utilities throughout the
Project Area; and
WHEREAS, on June 8, 2006, after a duly held public hearing, the City
Council adopted a new resolution, (i) finding that the financing of the Projects, as now
proposed by the Agency Staff, through the issuance by the Authority of the Series
2006A Bonds will result in significant public benefits to the constituents of the Agency
and the City of Palm Desert, and (ii) affirming the City Council's approval of the
issuance of the Bonds by the Authority;
NOW, THEREFORE, THE PALM DESERT FINANCING AUTHORITY
DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS:
Section 1.Recitals. The above recitals, and each of them, are true and
correct.
Section 2.Acknowledament of City Council Findings. The Authority
hereby acknowledges and concurs with the City Council's finding of significant public
benefits and hereby approves and authorizes the issuance and sale of the Bonds.
Section 3.Affirmation of Resolution No. FA-51 and Resolution No. FA-53.
Except as set forth in the next sentence, the Authority hereby affirms Resolution No.
P6402.1054\892282.2 2
FA-51 and Resolution No. FA-53 (the "Prior Resolutions") in their entirety, including the
approval, authorization and direction for the issuance of the Bonds, the execution and
delivery of the Indenture, Loan Agreement, the Escrow Agreement, the Official
Statement and the Purchase Agreement. The Authority hereby further affirms the
parameters for the terms of the Bonds as set forth in Section 10 of Prior Resolutions,
except that the true interest cost with respect to the Series 2006A Bonds shall not
exceed 6.25 percent.
Section 4.Other Acts. The officers of the Authority are hereby authorized
and directed, jointly and severally, to do any and all things, to execute and deliver any
and all documents which they may deem necessary or advisable in order to
consummate the issuance, sale and delivery of the Bonds, or otherwise to effectuate
the purposes of this Resolution and the Prior Resolutions, and any such actions
previously taken by such officers are hereby ratified and confirmed.
Section 5. Effective Date. This Resolution shall take effect immediately
upon adoption.
to wit:
APPROVED AND ADOPTED this 8th day of June 2006 by following vote
AYES:
NOES:
ABSENT:
ABSTAIN:
Jim Ferguson, President
ATTEST:
Rachelle D. Klassen, Secretary
P6402.1054\892282.2 3
RESOLUTION NO. 527
A RESOLUTION OF THE PALM DESERT
REDEVELOPMENT AGENCY AFFIRMING THE
AGENCY'S APPROVAL OF DOCUMENTS AND CERTAIN
OTHER MATTERS RELATING TO THE SALE AND
ISSUANCE BY THE PALM DESERT FINANCING
AUTHORITY OF TAX ALLOCATION REVENUE BONDS
(PROJECT AREA NO. 1, AS AMENDED), 2006 SERIES A,
AND TAX ALLOCATION REFUNDING REVENUE BONDS
(PROJECT AREA NO. 1, AS AMENDED), 2006 SERIES B
(TAXABLE)
RECITALS:
WHEREAS, the Palm Desert Financing Authority (the "Authority") has
determined to sell and issue its Tax Allocation Revenue Bonds (Project Area No. 1, As
Amended), 2006 Series A (the "Series 2006A Bonds") and Tax Allocation Refunding
Revenue Bonds (Project Area No. 1, As Amended), 2006 Series B (Taxable) (the
"Series 2006B Bonds," and together with the Series 2006A Bonds, the "Bonds"); and
WHEREAS, proceeds of the Series 2006A Bonds are to be applied to
make a loan (the "Series 2006A Loan") to the Palm Desert Redevelopment Agency (the
"Agency") pursuant to a loan agreement (the "Loan Agreement") for the object and
purpose of, among other things, assisting in the financing of certain public capital
improvements of benefit to Project Area No. 1, As Amended, of the Agency; and
WHEREAS, proceeds of the Series 2006B Bonds are to be applied to
make a second loan (together with the Series 2006A Loan, the "Loans") to the Agency
pursuant to the Loan Agreement for the object and purpose of, among other things,
effecting the refunding of the portion of the Authority's Tax Allocation Revenue Bonds
(Project Area No. 1, As Amended), Series 1997, scheduled to mature on April 1, 2023;
and
WHEREAS, on April 27, 2006, the City Council of the City of Palm Desert
adopted its Resolution No. 06-56 ("City Council Resolution No. 06-56), making certain
findings, including a finding of significant benefit, with respect to (i) the refinancing to be
accomplished through the issuance of the Series 2006B Bonds, and (ii) the financing of
certain capital improvement projects through the issuance of the Series 2006A Bonds;
and
WHEREAS, on April 27, 2006, the Agency adopted Resolution No. 524,
approving the forms of documents relating to the issuance of the Bonds and authorizing
the execution and delivery thereof; and
WHEREAS, City Resolution No. 06-56 identified certain projects proposed
to be financed with the proceeds of the Series 2006A Bonds; and
P6402.1054\892281.2 1
WHEREAS, upon further review, Agency Staff has proposed to modify
such projects, to include the following (collectively, the "Projects"): (i) core commercial
areas projects (including public infrastructure, parking improvements and other
improvements at and around Westfield shopping center, Highway 111 and El Paseo);
(ii) improvements to frontage roads along Highway 111 — Alessandro Alleyway
(including street landscaping, parking improvements and other improvements); (iii)
renovation and improvement of parking facilities at President's Plaza; (iv) El Paseo
(west of Highway 74) extension and upgrade (including median work, landscaping,
lighting and other related improvements); (v) development of a visitors' center at El
Paseo and Highway 111; (vi) construction of Portola Avenue Bridge across the
Whitewater Channel; (vii) widening of Monterey Avenue from Magnesia Falls Drive to
Gerald Ford Drive; (viii) widening of Portola Avenue between Fred Waring Drive and
Magnesia Falls Drive; and (ix) undergrounding of neighborhood utilities throughout the
Project Area; and
WHEREAS, on June 8, 2006, after a duly held public hearing, the City
Council adopted a new resolution, (i) finding that the financing of the Projects, as now
proposed by the Agency Staff, through the issuance by the Authority of the Series
2006A Bonds will result in significant public benefits to the constituents of the Agency
and the City of Palm Desert, and (ii) affirming the City Council's approval of the
issuance of the Bonds by the Authority;
NOW, THEREFORE, THE PALM DESERT REDEVELOPMENT AGENCY
DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS:
Section 1. Recitals. The above recitals, and each of them, are true and
correct.
Section 2. Affirmation of Resolution No. 524. The Agency hereby affirms
Resolution No. 524 in its entirety, including the approval, authorization and direction for
the execution and delivery of the Loan Agreement, the Escrow Agreement, the
Continuing Disclosure Agreement, the Purchase Agreement and the costs of issuance
requisitions.
Section 3. Other Acts. The officers of the Agency are hereby authorized
and directed, jointly and severally, to do any and all things and to execute and deliver
any and all documents which they may deem necessary or advisable in order to
effectuate the purposes of this Resolution and Resolution No. 524, and any such
actions previously taken by such officers are hereby ratified and confirmed.
Section 4. Effective Date. This Resolution shall take effect immediately
upon adoption.
P6402.1054\892281.2
wit:
APPROVED and ADOPTED this 8th day of June 2006 by following vote to
AYES:
NOES:
ABSENT:
ABSTAIN:
Jim Ferguson, Chairman
ATTEST:
Rachelle D. Klassen, Secretary
P6402.1054\892281.2