HomeMy WebLinkAboutSA-RDA 023RESOLUTION NO. SA -RDA 023
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
SUCCESSOR AGENCY TO THE PALM DESERT REDEVELOPMENT
AGENCY APPROVING THE EXECUTION OF AN FREEDOM DOG
PARK PROJECT BOND PROCEEDS FUNDING AGREEMENT
BETWEEN THE SUCCESSOR AGENCY AND THE CITY OF PALM
DESERT AND TAKING CERTAIN RELATED ACTIONS
RECITALS:
A. The Palm Desert Financing Authority (the "Financing Authority") previously
issued its Tax Allocation Revenue Bonds (Project Area No. 4), Series 2001, in the
principal amount of $15,695,000 (the "2001 Bonds"), pursuant to an Indenture of Trust,
dated as of November 1, 2001, by and between the Financing Authority and BNY
Westem Trust Company, as trustee (the "Trustee").
B. Pursuant to the Loan Agreement, dated as of November 1, 2001 (the
"Loan Agreement"), by and among the Financing Authority, the former Palm Desert
Redevelopment Agency (the "Former RDA"), and the Trustee, proceeds of the 2001
Bonds were lent to the Former RDA as a loan (the "Loan").
C. The Former RDA caused a portion of the proceeds of the 2001 Bonds
received as part of the Loan to be deposited into a Project Fund (the "2001 Project
Fund"), which was established, and is held, by the Trustee pursuant to the Loan
Agreement.
D. Pursuant to the Loan Agreement, moneys in the 2001 Project Fund shall
be disbursed from time to time to finance the cost of redevelopment projects in or of
benefit to the Former Agency's Project Area No. 4 (the "Project Area").
E. As documented by the Official Statement, dated November 15, 2001, and
the Certificate Regarding Compliance with Certain Tax Matters, dated as of November
28, 2001 (the "Tax Certificate"), it was intended, at the issuance of the 2001 Bonds, that
the projects to be financed from moneys deposited in the 2001 Project Fund include,
among others, the Freedom Dog Park project (including fence modifications,
landscaping, lighting and other related improvements) (the "Freedom Dog Park
Project").
F. Pursuant to AB X1 26 (which became effective at the end of June 2011)
and the California Supreme Court's decision in Califomia Redevelopment Association,
et al. v. Ana Matosantos, et al., 53 Ca1.4th 231(2011), the Fourier RDA was dissolved
as of February 1, 2012, and the Successor Agency was constituted.
G. AB 1484, which became effective at the end of June 2012, amended and
supplemented the provisions of AB X1 26. Together, AB X1 26 and AB 1484 are
�- referred to in this Agreement as the "Dissolution Act."
12812-0001 \1610500.1 1
RESOLUTION NO. SA -RDA 023
H. Pursuant to Section 34175(b) of the Califomia Health and Safety Code
("HSC"), all assets, properties, contracts, leases, books and records, buildings, and
equipment of the Former RDA, including all unspent proceeds of the 2001 Bonds
remaining in the 2001 Project Fund (the "2001 Bond Proceeds"), transferred to the
control of the Successor Agency by operation of law.
I. According to HSC Section 34191.4, after the receipt by the Successor
Agency of a finding of completion (the "Finding of Completion") issued by the California
State Department of Finance (the "DOF") pursuant to HSC Section 34179.7, the 2001
Bond Proceeds shall be used for the purposes for which the 2001 Bonds were sold, in a
manner consistent with the original bond covenants.
J. By DOF's letter, dated May 15, 2013, the DOF informed the Successor
Agency that the DOF has issued a Finding of Completion to the Successor Agency.
K. There remains a balance of 2001 Bond Proceeds in the 2001 Project Fund
(in the amount of $4,673,654 as of December 31, 2013).
L. The Successor Agency desires to use a portion of the 2001 Bond
Proceeds for completion of work with respect to the Freedom Dog Park Project.
M. Because of the limited staffing of the Successor Agency and the traditional
role and the established procedures of the City of Palm Desert (the "City') with respect
to the awarding of public works contracts, the Successor Agency and the City desire to
enter into the Freedom Dog Park Project Bond Proceeds Funding Agreement, pursuant
to which the City will agree to perform or cause to be performed all work required to
complete the Freedom Dog Park Project, with payment therefor to be made from the
2001 Bond Proceeds.
P. Pursuant to HSC Sections 34178(a) and 34180(h), with the approval of
the Oversight Board of the Successor Agency (the "Oversight Board"), the Successor
Agency may enter into agreements with the City.
NOW, THEREFORE, THE BOARD OF DIRECTORS OF THE SUCCESSOR
AGENCY TO 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. Freedom Doa Park Proiect Bond Proceeds Funding Agreement.
The Freedom Dog Park Project Bond Proceeds Funding Agreement, in the form
attached hereto as Exhibit A, is hereby approved. Each of the Chair of this Board, the
Vice Chair of this Board and the Executive Director of the Successor Agency (each, an
Authorized Officer"), individually, is hereby authorized to execute and deliver, for and in
the name of the Successor Agency, the Freedom Dog Park Project Bond Proceeds
G^CityMgrayan Stendel \Staff Reports\20I4Uanuary 23\SA reso re Freedom Dog Park Project PA 4 2001 Bond Proceeds Funding Agreeme - 1-23-14.docx
RESOLUTION NO. SA -RDA 023
Funding Agreement, in substantially such form, with changes therein as the Authorized
Officer executing the same may approve (such approval to be conclusively evidenced
by the execution and delivery thereof).
Section 3. Reauest for Oversiaht Board Approval. The Oversight Board is
hereby requested to approve the Successor Agency's execution and delivery of the
Freedom Dog Park Project Bond Proceeds Funding Agreement. The Secretary of the
Successor Agency is hereby directed to transmit this Resolution to the Oversight Board
for consideration at the earliest possible date.
Section 4. Other Acts. The Authorized Officers and all other officers of the
Successor Agency are hereby authorized, jointly and severally, to execute and deliver
any and all necessary documents and instruments and to do all things which they may
deem necessary or proper to effectuate the purposes of this Resolution and the
Freedom Dog Park Project Bond Proceeds Funding Agreement.
Section 5. Effective Date. This Resolution shall take effect immediately upon
adoption.
APPROVED and ADOPTED this 23rd day of January , 2014.
AYES: BENSON, HARNIK, SPIEGEL, WEBER, and TANNER
NOES: NONE
ABSENT: NONE
ABSTAIN: NONE
•
VAN G. TI(NNER, CHAIR
ATTEST:
LLED. KEASS`EN, SECRETARY
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY
G:`CnyMgriRytm StrndelktitaIPRepnrts'2014danuary 23'SA reso re Freedom Dog Park Project PA 4 2001 Bond Proceeds Funding Agrccme - 1 -23- 1 4.docx
[Thin prge h:'r intertionrlly been left bl^nk.l
EXHIBIT A
RESOLUTION NO. SA -RDA 023 CONTRACT NO. C33250B
FREEDOM DOG PARK PROJECT BOND PROCEEDS FUNDING AGREEMENT
This FREEDOM DOG PARK POJECT BOND PROCEEDS FUNDING AGREEMENT
(this "Agreement"), dated as of January 23_, 2014, is entered into by and between the City of
Palm Desert (the "City") and the Successor Agency to the Palm Desert Redevelopment Agency
(the "Successor Agency," and together with the City, the "Parties").
RECITALS:
A. The Palm Desert Financing Authority (the "Financing Authority") previously
issued its Tax Allocation Revenue Bonds (Project Area No. 4), Series 2001, in the principal
amount of $15,695,000 (the "2001 Bonds"), pursuant to an Indenture of Trust, dated as of
November 1, 2001, by and between the Financing Authority and BNY Western Trust Company,
as trustee (the "Trustee").
B. Pursuant to the Loan Agreement, dated as of November 1, 2001 (the "Loan
Agreement"), by and among the Financing Authority, the former Palm Desert Redevelopment
Agency (the "Former RDA"), and the Trustee, proceeds of the 2001 Bonds were lent to the
Former RDA as a loan (the "Loan").
C. The Former RDA caused a portion of the proceeds of the 2001 Bonds received as
part of the Loan to be deposited into a Project Fund (the "2001 Project Fund"), which was
established, and is held, by the Trustee pursuant to the Loan Agreement.
D. Pursuant to the Loan Agreement, moneys in the 2001 Project Fund shall be
disbursed from time to time to finance the cost of redevelopment projects in or of benefit to the
Former Agency's Project Area No. 4 (the "Project Area").
E. As documented by the Official Statement, dated November 15, 2001, and the
Certificate Regarding Compliance with Certain Tax Matters, dated as of November 28, 2001 (the
"Tax Certificate"), it was intended, at the issuance of the 2001 Bonds, that the projects to be
financed from moneys deposited in the 2001 Project Fund include, among others, the Freedom
Dog Park project (including fencing alterations, landscaping, lighting and other related
improvements) (the "Freedom Dog Park Project").
F. Pursuant to AB X1 26 (which became effective at the end of June 2011) and the
California Supreme Court's decision in California Redevelopment Association, et al. v. Ana
Matosantos, et al., 53 CaL4th 231(2011), the Former RDA was dissolved as of February 1, 2012,
and the Successor Agency was constituted.
G. AB 1484, which became effective at the end of June 2012, amended and
supplemented the provisions of AB X1 26. Together, AB X1 26 and AB 1484 are referred to in
this Agreement as the "Dissolution Act."
H. Pursuant to Section 34175(b) of the California Health and Safety Code ("HSC"),
all assets, properties, contracts, leases, books and records, buildings, and equipment of the
Former RDA, including all unspent proceeds of the 2001 Bonds remaining in the 2001 Project
-1-
EXHIBIT A
RESOLUTION NO. SA -RDA 023 CONTRACT NO. C33250B
Fund (the "2001 Bond Proceeds"), transferred to the control of the Successor Agency by
operation of law.
I. According to HSC Section 34191.4, after the receipt by the Successor Agency of
a finding of completion (the "Finding of Completion") issued by the California State Department
of Finance (the "DOF") pursuant to HSC Section 34179.7, the 2001 Bond Proceeds shall be used
for the purposes for which the 2001 Bonds were sold, in a manner consistent with the original
bond covenants.
J. By DOF's letter, dated May 15, 2013, the DOF informed the Successor Agency
that the DOF has issued a Finding of Completion to the Successor Agency.
K. There remains a balance of 2001 Bond Proceeds in the 2001 Project Fund (in the
amount of $4,673,654 as of December 31, 2013).
L. The Successor Agency desires to use a portion of the 2001 Bond Proceeds for
completion of work with respect to the Freedom Dog Park Project.
M. Pursuant to HSC Section 34177(1), the Successor Agency must prepare a
Recognized Obligation Payment Schedule ("ROPS") for each six-month fiscal period ("ROPS
Period"). The ROPS must be submitted to the Oversight Board of the Successor Agency (the
"Oversight Board") and the DOF for approval.
N. Pursuant to HSC Section 34191.4(c)(2), the expenditure of 2001 Bond Proceeds
for an obligation must be listed on a ROPS.
O. Because of the limited staffing of the Successor Agency and the traditional role
and the established procedures of the City of Palm Desert (the "City") with respect to the
awarding of public works contracts, the Successor Agency and the City desire to enter into this
Agreement, for the City to perform or cause to be performed all work required to complete the
Freedom Dog Park Project, with payment therefor to be made from the 2001 Bond Proceeds.
P. Pursuant to HSC Sections 34178(a) and 34180(h), with the approval of the
Oversight Board, the Successor Agency may enter into agreements with the City.
Q. Resolution No. adopted by the Oversight Board on , 2014
approving the Successor Agency's execution and delivery of this Agreement was approved
[deemed approved] by the DOF pursuant to HSC Section 34179(h) on , 2014.
NOW, THEREFORE, THE PARTIES DO HEREBY AGREE AS FOLLOWS:
Section 1. Subject to the provisions of this Agreement and with the funding provided
pursuant to this Agreement, the City agrees to perform or cause to be performed all work
required for the completion of the Freedom Dog Park Project, including but not limited to the
preparation of designs, plans and specifications and all demolitions, construction and
installations. The City shall perform such work in accordance with all applicable federal, state
and local laws, rules and regulations. Subject to the covenants set forth herein, the City shall
-2-
nA
EXHIBIT A
RESOLUTION NO. SA -RDA 023 CONTRACT NO. C33250B
have the sole discretion with respect to the design, planning, specification and the timing with
respect to all components of the Freedom Dog Park Project.
Section 2. (a) The City and the Successor Agency currently estimate that the
dollar amount to be spent for the Freedom Dog Park Project during the period from January 1,
2014 through June 30, 2014 (the "ROPS 13-14B Period") is $100,000 (the "ROPS 13-14B
Project Estimate").
(b) The Successor Agency shall list the ROPS 13-14B Project Estimate on its
ROPS for the ROPS 13-14B Period ("ROPS 13-14B"), in as many line items on ROPS 13-14B
as the Successor Agency deems appropriate.
(c) Subject to the approval (and any modification) by the Oversight Board and
the DOF of the ROPS 13-14B item(s) described in Section 2(b), at the commencement of the
ROPS 13-14B Period, the Successor Agency shall transfer or caused to be transferred to the City
an amount equal to the ROPS 13-14B Project Estimate from the 2001 Bond Proceeds on deposit
in the 2001 Project Fund.
Section 3. (a) The Parties acknowledge and agree that the 2001 Bond Proceeds
shall be the sole source of the Successor Agency's payment for the completion of the Freedom
Dog Park Project pursuant to this Agreement. The Parties also agree that the City's obligation
with respect to the work for the Freedom Dog Park Project under this Agreement shall be limited
to the extent that funding therefor is available from the 2001 Bond Proceeds.
(b) At any time, if the City determines that the amount previously transferred
by the Successor Agency pursuant to this Agreement is insufficient for the completion of the
Freedom Dog Park Project, the City's Finance Director shall notify the Successor Agency,
specifying the estimated dollar amount necessary for the completion of the Freedom Dog Park
Project (the "Additional Funding Amount"). To the extent that sufficient unspent 2001 Bond
Proceeds remain available, the Successor Agency shall list the Additional Funding Amount on
the ROPS for the next available ROPS Period. Upon obtaining the Oversight Board's and the
DOF's approval for such ROPS item(s), the Successor Agency shall transfer or caused to be
transferred to the City the Additional Funding Amount from the 2001 Bond Proceeds as soon as
practicable upon the commencement of the applicable ROPS Period.
(c) Before the transfer of any Additional Funding Amount pursuant to Section
3(b) above, the City may, but is not obligated to, advance funds from sources available to City
for the work necessary for the Freedom Dog Park Project (each such advance being a "City
Advance"). Any Additional Funding Amount transferred by the Successor Agency pursuant to
Section 4(b) shall first be used to reimburse the City for outstanding City Advances, and then to
pay for other expenditures of the Freedom Dog Park Project.
Section 4. To the extent the City still holds unspent 2001 Bond Proceeds transferred
pursuant to this Agreement after the completion of the Freedom Dog Park Project (as determined
by the legislative body of the City), the City shall return such unspent 2001 Bond Proceeds to the
Successor Agency within a reasonable time after such determination.
-3-
EXHIBIT A
RESOLUTION NO. SA -RDA 023 CONTRACT NO. C33250B
Section 5. The City covenants that it shall use the 2001 Bond Proceeds in a manner
consistent with the covenants in the Loan Agreement and the Tax Certificate, including, but not
limited to, any covenants regarding the tax-exempt status of interest on the 2001 Bonds under the
Internal Revenue Code of 1986, as amended, and any regulations promulgated thereunder.
Section 6. Each Party shall maintain books and records regarding its duties pursuant
to this Agreement. Such books and records shall be available for inspection by the officers and
agents of the other Party at all reasonable times.
Section 7. The Parties agree to take all appropriate steps and execute any documents
which may reasonably be necessary or convenient to implement the intent of this Agreement.
Section 8. This Agreement may be amended from time to time by written instrument
executed by both Parties.
Section 9. No official, agent, or employee of the Successor Agency or the City, or
members of the City Council, or members of the Successor Agency Board of Directors or
Oversight Board shall be individually or personally liable for any payment hereunder in the event
of any default or breach by the Successor Agency or the City, or for any amount which may
otherwise become due to the City or Successor Agency, or successor thereto, or on any
obligations under the terms of this Agreement.
Section 10. This Agreement is made in the State of California under the Constitution
and laws of the State of California, and is to be so construed.
[REMAINDER OF PAGE INTENTIONALLY LEFT BLANK;
SIGNATURES TO FOLLOW]
-4-
EXHIBIT A
RESOLUTION NO. SA -RDA 023 CONTRACT NO. C33250B
IN WITNESS WHEREOF, the Parties have caused this Agreement to be executed by
their duly authorized officers.
SUCCESSOR AGENCY TO THE PALM DESERT
REDEVELOPMENT AGENCY
By
JOHN M. WOHLMUTH, EXECUTIVE DIRECTOR
ATTEST:
RACHELLE D. KLASSEN, SECRETARY
SUCCESSOR AGENCY OF THE
PALM DESERT REDEVELOPMENT AGENCY
CITY OF PALM DESERT
By
ATTEST:
RACHELLE D. KLASSEN, CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
APPROVED:
OVERSIGHT BOARD OF THE SUCCESSOR
AGENCY TO THE PALM DESERT
REDEVELOPMENT AGENCY
By
VAN G. TANNER, MAYOR
ROBERT A. SPIEGEL, CHAIR Date:
-5-