HomeMy WebLinkAbout1989-331
".
.
"
SBE00097-22/3070S/sf
08/10/89 1115
RESOLUTION NO.
RQ_~11
RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE
CITY OF SAN BERNARDINO, AUTHORIZING THE FORMATION
OF THE SAN BERNARDINO JOINT POWERS FINANCING
AUTHORITY, APPROVING THE FORM OF THAT CERTAIN
JOINT EXERCISE OF POWERS AGREEMENT BY AND BETWEEN
THE REDEVELOPMENT AGENCY OF THE CITY OF SAN
BERNARDINO AND THE CITY OF SAN BERNARDINO AND
AUTHORIZING AND DIRECTING THE EXECUTION THEREOF
WHEREAS,
the Redevelopment Agency of the City of
San Bernardino (- Agency-) and the City of San Bernardino (-City-)
desire :to form a joint exercise of powers authority which shall be
designated the San Bernardino Joint Powers Financing Authority.
(-Authority-) pursuant to the Joint Exercise of Powers Law, codified
at Section 6500, ~ Aeg., of the California Government Code (-Law-),
and the Marks-Roos Local Bond Pooling Act of 1985, codified at
~ection 6584, ~ Aeg., of the California Government Code (-Act-),
for the purpose of issuing Obligations of the Authority to make
loans to the Ci ty and/or to the Agency in connection with the
financing of public capital improvements, working capital or
liability or other insurance needs and/or the refinancing of
indebtedness incurred by the Agency or by the City in connection
with public capital improvements undertaken and completed; and
WHEREAS, a Joint Exercise of Powers Agreement (-Agreement-)
providing for the formation of the Authority has been prepared and
is attached hereto as Exhibit -A;- and
-1-
, I
.
WHEREAS, the Authority is authorized pursuant to the Act to
issue its obligations for the purpose of making loans to local
agencies to the eztent any such public agency is authorized to
borrow moneys and the loan proceeds will be used to pay for public
capital improvements, working capital, insurance programs or to
refinance indebtedness incurred by such local agency in connection
with public capital improvements undertaken and completed; and
WHEREAS, the City is authorized to borrow moneys pursuant
to the California Constitution, the Charter of the City of
San Berflardino and the California Government Code, and the proceeds
of any loan made by the Authority to the City would be used for
public capital improvements, working capital or insurance programs
and/or to refinance indebtedness incurred by the City in connection
with Public Capital improvements undertaken and completed; and
WHEREAS, the Community Development Commission of the City
of San Bernardino ("Commission"), on behalf of the Agency, has
determined or will determine that the formation of the Authority is
in the best interests of the Agency and is needed to assist in the
financing of public capital improvements, working capital, liability
and other insurance needs and/or in the refinancing of indebtedness
incurred by the Agency in connection with public capital
improvements undertaken and completed; and
WHEREAS, the Mayor and Common Council of the City of
San Bernardino ("Mayor and Common Council") have duly considered the
-2-
. ,
.
formation of the Authority and wish to cause the City to form the
same in the public interests of the City.
NOW, THEREFORE, THE MAYOR AND COMMON COUNCIL OF THE CITY OF
SAN BERNARDINO, CALIFORNIA, 00 HEREBY FIND, RESOLVE, DETERMINE AND
ORDER AS FOLLOWS:
Section 1.
Determinations.
The
Mayor
and
Common
Council hereby find and determines that the formation of the
Authority is in the best interest of the Community and is needed to
assist -in the reduction of borrowing costs, help accelerate the
construction,
repair,
and
maintenance
of
pUblic
capital
improvements, and promote greater use of ezisting and new financial
instruments and mechanisms, such as bond pooling.
The Mayor and
Common Council further find and determine that the formation of the
Authority shall assist the City in financing public capital
improvements, working capital, liability and other insurance needs,
and/or in refinancing indebtedness incurred by the City in
connection with
public
capital
improvements
undertaken
and
completed, whenever there are significant pUblic benefits for such
financing or refinancing inCluding any or all of the fOllowing:
(a) demonstrable
savings
in
effective
interest
rate,
bond
preparation,
bond
underwriting
or
bond
insurance
costs;
(b) significant reductions in effective user charges levied by a
local agency; (c) employment benefits from undertaki~g the project
in a timely fashion; and (d) more efficient delivery of local agency
services to residential and commercial development.
-3-
I
.
Section 2.
Authorization of Formation of Authoritv.
The Mayor and Common Council hereby authorize and approve the
formation of the Authority pursuant to
the Law and to the Act;
.
provided, however, that the Commission authorize and approve the
formation of the Authority on behalf of the Agency prior to or
contemporaneous with the adoption of this Resolution.
Section 3.
ADDroval
of
Joint:
Exercise
of
Powers
Aareement.
The Mayor and Common Council hereby approve the
Agreement in sUbstantially the form as is attached hereto as
Exhibit. -A- together with any changes therein or additions thereto
approved by the Mayor, whose execution thereof shall be conclusive'
evidence of such approval.
The Mayor is hereby authorized and
directed to execute,
and the Ci ty Clerk of the Ci ty of
San Bernardino is hereby authorized to attest to, the Agreement for
and in the name of the City.
Section 4.
Effective Date.
This Resolution shall take
effect upon adoption.
-4-
I HEREBY CERTIFY that the foregoing
adopted by the Mayor and Common Council
San Bernardino at a Re2Ular
held on the _2ht: day of Au2USt:
the fOllowing vote, to wit:
resolution
of the
meeting
was dUly
Ci ty of
thereof,
1989, by
,
AYES:
Council Members Reillv. Flores. Maudselv. Minor.
Pnpp--Ludl~. M:f..l1e'r
NAYS:
)Jnn~
ABSENT:
RC!:t-'PAnA
~""~/
Cify Clerk
~~~~egOing
day of ,"
resolution is hereby approved this
I 1989.
~
.
Approved as to form and legal content:
By: ~~)
.,,/City Atto ey
.
,
STAT$ OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
.
I, SHAUNA CLARK, City Clerk in and for the
San Bernardino, no HEREBY CERTIFY that the foregoing and
copy of San Bernardino City Resolution No. is
true and correct copy of that now on file in this office.
IN WITNESS WHEREOF, I have hereunto set my hand
the official seal of the City of San Bernardino this
, 1989. ~.
City of
attached
a full,
and affixed
day of
City Clerk
SBEOOO~7-22/3070S
. ,
I
j. ,'"
JOINT EXERCISE OF POWERS AGREEMENT
BY AND BETWEEN
...
CITY OF SAN BERNARDINO
AND
REDEVELOPMENT AGENCY OF THE CITY OF
SAN BERNARDINO
SBE00097-3/3049S/1w
08/17/89
JOINT EXERCISE OF POWERS AGREEMENT ,
THIS JOINT EXERCISE OF POWERS AGREEMENT, dated August 21.
1989 (herein called this "Agreement"), by and between the CITY OF
SAN BERNARDINO (the "City"), a municipal corporation duly organized
and existing in the State of California, under and by virtue of its
Charter and the Constitution and the laws of the State of
California, and the REDEVELOPMENT AGENCY OF THE CITY OF SAN
BERNARDINO (the "Agency"), a pUblic body, corporate and politic,
-
duly organized and existing under and by virtue of the laws of the'
State of California.
W 1. 1: ~ ~ ~ ~ ~ 1: !:!:
WHEREAS, Article 1 of Chapter 5 of Division 7 of Title 1 of
the Government Code of the State of California (the "Joint Exercise
of Powers Act"), authorizes the City and Agency by agreement to
jointly exercise any powers common to the City and the Agency; and
WHEREAS, the City and the Agency are each empowered by law
to undertake certain projects and programs; and
WHEREAS, the City and Agency are each authorized by law to
exercise broad governmenta 1 functions and authori ty to accomp 1 ish
their respective purposes, including, but not limited to, the right
- 1 -
.
.
of eminent domain. the
proceeds and the right
administer property; and
right
to
to issue bonds and expend their
acquire, sell. develop,: lease or
WHEREAS, by this Agreement, the City and the Agency desire
to create and establish the San Bernardino Joint Powers Financing
Authority for the purposes set forth herein and to exercise the
powers described herein; and
WHEREAS. Article 4 of Chapter 5 of Division 7 of Title 1 of.
the Government Code of the State of California (the "Marks-Roos
Local Bond Pooling Act of 1985") authorizes and empowers the
Authority to, among other things, issue bonds to provide funds for
the financing of public capital improvements, working capital.
liability and other insurance needs, or projects whenever there are
significant public benefits, make secured and unsecured loans to the
City and the Agency to refinance indebtedness of the City and the
Agency incurred in connection with public capital improvements
undertaken by the City and the Agency; and
WHEREAS, the Marks-Roos Local Bond Pooling Act of 1985
further authorizes and empowers the Authority to sell such bonds to
public or private purchasers at public or negotiated sale.
NOW, THEREFORE, the
consideration of the mutual
contained. do agree as follows:
Ci ty and
promises
the Agency, for
and agreements
and in
herein
:; -
SECTION 1.
DEFINITIONS.
Unless the context otherwise requires, the terms defined in
this Section 1 shall for all purposes of this Agreement have the
meanings herein specified.
Aqency
The term "Agency" shall mean th~ Redevelopment Agency of
the City of San Bernardino, a public corporation, duly organized and
::
existing under and by virtue of the laws of the State of California.
Authority
The term "Authority" shall mean the San Bernardino Joint
Powers Financing Authority created by this Agreement.
Board
The term "Board" shall mean the governing board of the
Authori ty.
City
The
term
"City"
shall mean the existing municipal
corporation known as the City of San Bernardino, a city duly
organized and existing under and by virtue its Charter and of the
Constitution and laws of the State of California.
Law
The term "Law" shall mean Articles 1, 2, 3 and 4 of
Chapter 5 of Division 7 of Title 1 of the Government Code of the
- 3 -
State of California (Sections 6500-6599), including the Marks-Roos
Local Bond Pooling Act of 1985, as amended. ,
SECTION 2.
PURPOSE.
This Agreement is made pursuant to the Law to provide for
the joint exercise of powers common to the City and the Agency for
the purpose of financing and refinancing public capital improvements
of the City and Agency by exercising the powers referred to in the
recitals hereof and described in Section 5 herein.
The City and the Agency desire and are willing to assist in
the financing and refinancing of public improvement costs associated
with public capital improvements of the City and Agency.
The City and the Agency are empowered by the laws of the
State of California to own, purchase. lease. sell, exchange or
dispose of any rea 1 or persona 1 property or any interest in it and
to enter into contracts for public capital improvements.
The Authority will fulfill the purposes of this Agreement
by undertaking the sale and issuance of notes and bonds in
accordance with the Marks-Roos Local Bond Pooling Act of 1985.
Pursuant to the Law, the proceeds of any such notes and bonds issued
by the Authority shall be used for those purposes permitted under
the Law, including but not limited to. the purpose of making secured
and unsecured loans to the City and the Agency to refinance
- 4 -
indebtedness incurred by the City and the Agency incurred in
connection with public capi ta I improvements undertaken by the City
and the Agency. The City and the Agency hereby agree that any such
notes and bonds issued by the Authority shall not constitute general
obligations of the Authority but shall be payable solely from the
moneys pledged to the repayment of principal of or interest on such
notes and bonds under the terms of the resolution. indenture, trust
agreement or other instrument pursuant to which the notes or bonds
are issued.
SECTION 3.
rnY1.
This Agreement shall become effective as of the date hereof
and shall continue in full force and effect until January 1. 2029;
provided, however. that in no event shall this Agreement terminate
while any notes or bonds of the Authority remain outstanding under
the terms of the reSOlution. indenture. trust agreement or other
instrument pursuant to which such notes or bonds are issued. In any
event. the Authority shall cause all records regarding its
formation. existence. any notes or bonds issued by it and
proceedings pertaining to its termination to be retained for at
least six years following termination of the Authority or final
payment of any bonds issued by the Authority, whichever is later.
- I) -
SECTION 4.
AUTHORITY.
A. Creation of Authority
There is hereby created pursuant to the Law an agency and
public entity to be known as the "San Bernardino Joint Powers
Financing Authority." As provided in the Law, the Authority shall
be a public entity separate from the City and the Agency. The
debts, liabilities and obligations of the Authority shall not
consti'tute debts, liabilities or obligations of the City:r the
Agency.
Within 30 days after the effective date of this Agree!TIent
or any amendment hereto, the Authority will cause a notice of this
Agreement or amendment to be prepared and filed with the office of
the Secretary of State of the State of California in the ~anner set
forth in Section 6503.5 of the Law.
B. GoverninQ Board
The Authority shall be administered by the Board, which
shall consist of the members of the City Council of the City. The
term of office of any member of the Board shall be equivalent to
such member's term of office on the City Council.
Members of the Board shall not receive any compensation for
serving as such, but shall be entitled to reimbursement for any
- (, -
..
expenses actually incurred in connection with serving as a member if
the Board and the City shall determine that such expenses shall be
reimbursed and there are unencumbered funds available for such
purpose.
C. Meetinqs of Board
(1) Reqular Meetinqs. The Board shall hold at least
one regular meeting each year, and, by resolution, may provide for
the hoiding of regular meetings at more frequent intervals. The
date upon which, and the hour and place at which, each such regular
~eeting shall be held shall be fixed by resolution of the Board.
(2) Leqal Notice. All meetings of the Board shall be
called, noticed, held and conducted subject to the provisions of the
Ralph M. Brown Act (Chapter 9 of Part 1 of Division 2 of Title 5 of
the Government Code of the State of California
(Sections 54950-54961)) or any successor legislation hereinafter
enacted.
(3) Minutes. The secretary of the Authority shall
cause minutes of all meetings of the Board to be kept and shall, as
soon as possible after each meeting, cause a copy of the minutes to
be forwarded to each member of the Board and to the-" City and the
Agency.
- 7 -
(4) Quorum. A majority of the members of the Board,
shall constitute a quorum for the transaction of business, except
that less than a quorum may adjourn meetings from time to time.
D. Officers; Duties
(1) The Mayor of the City shall serve as chairperson
of the Authority and the Vice-Chairman of the City shall serve as
vice-chai rperson of the Authority.
appoint a Secretary of the Authority.
The Board shall by resolution
(2) The City Treasurer is hereby designated as
Treasurer of the Authority. Subject to the applicable provisions of
,
any indenture, trust agreement or resolution providing for a trustee
from whatever source, and, as such, shall have the powers, duties
of the Authority to have custody of all the money of the Authority,
or other fiscal agent, the Treasurer is designated as the depositary
and responsibilities specified in Section 6505.5 of the Law.
(3) The City Finance Director, who performs the
functions of auditor and controller for the City, is hereby
designated as Controller of the Authority, and, as such, shall have
the powers, duties and responsibilities specified in Section 6505.5
of the Law. The Controller shall draw checks to payaemands against
the Authority when the demands have been approved by the Authority.
- fl -
against the
Controller.
(4) The City shall determine the charges to be made
Authority for the services of the Treasurer and
(5) The Treasurer of the Authority is designated as
the public off icer or person who has charge of, handles, or has
access to any property of the Authority, and such officer shall file
an official bond in the amount of $25,000 as required by
Section 6505.1 of the Law; provided that such bond sha 11 not be
requireti if the Authority does not POssess or own property or funds
with an aggregate value of greater than $500.00.
(6) The Controller of the Authority is hereby
authorized and directed to prepare or cause to be prepared:
(a) a special audit as required pursuant to
Section 6505 of the Government Code of the State of California every
year during the term of this Agreement; and
(b) a report in writing on the first day of,
July, October, January, and April of each year to the Board, the
City and the Agency which report shall describe the amount of money
held by the Treasurer and Controller of the Authority for the Board,
the amount of receipts since the last such report, and the amount
paid out since the first such report.
- q -
(7) The Board shall have the power to appoint such
other officers and employees as it may deem necessary and to retain
independent counsel, consultants and accountants.
SECTION 5.
POWERS.
The Authority shall have the power to finance and refinance
public capital improvements through the issuance of notes and bonds
ior the purposes set forth in Section 2 hereof, all in accordance
~~i th tbe Law.
The Authority is authorized, in its own name, to do all
acts necessary for the exercise of said powers for said purposes,
including but not limited to any or all of the follo\~ing: to :nake
and enter into contracts; to employ agents and employees; and to sue
and be sued in its own name.
Such power shall be exercised subject only to such
restrictions upon the manner of exercising such power as are imposed
upon the City in the exercise of similar powers, as provided in
Section 6509 of the Law, except, however, nothing herein shall limit
the powers of the Authority under the Marks-Roos Local Bond Pooling
Act of 1985.
Notwithstanding the foregoing, the Authority shall have any
additional powers conferred under the Law, insofar as such
- 10 -
additional powers may be necessary to accomplish the purposes set
forth in Section 2 hereof.
SECTION 6.
TERMINATION OF POWERS.
The Authority shall continue to exercise the powers herein
conferred upon it until the termination of this Agreement as
provided in Section 3 or until the City and the Agency shall have
:nutually rescinded this Agreement; provided, however, that in no
event '1ihall this Agreement be terminated or rescinded while any
bonds of the Authority remain outstanding under the terms of the
Trust Agreement or other instrument pursuant to which the bonds are
issued.
SECTION 7.
FISCAL YEAR.
Unless and until changed by resolution of the Board, the
fiscal year of the Authority shall be the period from July 1 of each
year to and inClUding the following June 30.
SECTION 8.
DISPOSITION OF ASSETS.
At the end of the term hereof or upon the earlier
termination of this Agreement as set forth in Section'.6 hereof, all
assets of the Authority shall be distributed to the City, sUbject to
the provisions of Section 9 hereof.
- 11 -
SECTION 9.
CONTRIBUTIONS AND ADVANCES.
Contributions or advances of public funds and of personnel,
equipment or property may be made to the Authority by the City and
the Agency for any of the purposes of this Agreement. Payment of
public funds may be made to defray the cost of any such
contribution. Any such advance shall be made subject to repayment,
and shall be repaid. in the ~anner agreed upon by the City or the
Agency. as the case may be. and the Authority at the t"ime of making
.
such advance. It is mutually understood and agreed that neither the
City nor the Agency has any obligation to make advances or
contributions to the Authority to provide for the costs and expenses
of administration of the Authority, even though either may do so.
The City or the Agency may allow the use of personnel. equipment or
property in lieu of other contributions or advances to the
Authority.
After termination of this Agreement pursuant
to
Section 3. any surplus money in possession of the Authority shall be
returned to the City and the Agency in proportion to the
unreimbursed contributions each has made.
SECTION 10.
AGREEMENT NOT EXCLUSIVE.
This Agreement shall not be exclusive and shall not be
deemed to amend or alter the terms of other agreements between the
Ci ty and the Agency. except as the terms of this Agreement may
conflict therewith. in which case the terms of this Agreement shall
'--
prevail.
- 12 -
SECTION 11.
ACCOUNTS AND REPORTS.
The Authority shall establish and maintain such funds and
accounts as may be required by good accounting practice. The books
and records of the Authority shall be open to inspection at all
reasonable
times
by
the
City
and
the Agency
and
their
representatives. The Authority shall give an audited written report
of all financial activities for each fiscal year to the City and to
the Agency within 150 days after the close of each fiscal year.
.
So long as required by Section 6505 of the Government Code
of the State of California. the Controller of the Authority shall
either make. or contract with a certified public accountant or
pUblic accountant to make. an annual audit of the accounts and
records of the Authority. In each case the minimum requirements of
the audit shall be those prescribed by the State Controller for
special districts under Section 26909 of the Government Code of the
State of California and shall conform to generally accepted aUditing
standards. When such an audit of an account and records is made by
a certified public accountant or public accountant. a report thereof
shall be filed as public records with the City. the Agency and. if
required by Section 6505 of the Government Code of the State of
California. with the County Auditor/Controller of the County of
San Bernardino. Such report shall be filed within li- month's of the
end of the fiscal year or years under examination.
- 13 -
Any costs of the audit. including contracts with. or
employment of. certified public accountants or public a'ccountants.
in making an audit pursuant to this section shall be borne by the
Authority and shall be a charge against any unencumbered funds of
the Authority available for the purpose.
In any year the Authority may, by unanimous request of the
Board. replace the annual special audit with an audit covering a
two-year period.
SECTION 12.
CONFLICT OF INTEREST CODE.
The Authority by resolution shall adopt a Conflict of
Interest Code as required by law.
SECTION 13.
BREACH.
If default shall be made by the City or the Agency in any
covenant contained in this Agreement. such default shall not excuse
either the,City or the Agency from fUlfilling its obligations under
this Agreement and the City and the Agency shall continue to be
liable for the performance of all conditions herein contained. The
City and the Agency hereby declare that this Agreement is entered
into for the benefit of the Authority created hereby' and the City
and the Agency hereby grant to the Authority the right to enforce by
whatever lawful means the Authority deems appropriate all of the
obl~gations of each of the parties hereunder. Each and all of the
- 1.; -
remedies given to the Author i ty hereunder or by any law now or
hereafter enacted are cumulative and the exercise of one right or
remedy shall not impair the right of the Authority to any or all
other remedies.
SECTION 14.
SEVERABILITY.
Should any part, term, or provision of this Agreement be
decided by the courts to be illegal or in conflict with any law of
-
the State of California, or otherwise be rendered unenforceable or
ineffectual,
the validity of the remaining parts,
terms or
provisions hereof shall not be affected thereby.
SECTION 15.
SUCCESSORS; ASSIGNMENT.
This Agreement shall be binding upon and shall inure to the
benefit of the successors of the parties.
Except to the extent
expressly provided herein, neither party may assign any right or
obligation hereunder without the consent of the other.
SECTION 16.
AMENDMENT OF AGREEMENT.
This Agreement may be amended by supplemental agreement
executed by the City and the Agency at any time to p"iovide for the
financing of pUblic capital improvements, working capital, liability
and other
insurance needs,
or projects whenever there are
significant public benefits, as determined by the City and the
, <
. J
Agency in accordance with the Law or for any other purpose;
provided, however, that in no event shall this Agreemen!: terminate
whi Ie any notes or bonds of the Authority remain outstanding under
any instrument pursuant to which such notes or bonds are issued.
SECTION 17.
FORM OF APPROVALS.
Whenever an approval is required }n this Agreement, unless
the context specifies otherwise, it shall be given, in. the case of
the Ag1!ncy, by resolution or motion duly and regularly adopted by
the members of the Agency, and, in the case of the City, by
resolution duly and regularly adopted by the City Council of the
City, and, in the case of the Authority, by resolution duly and
regularly adopted by the Board. Whenever in this Agreement any
consent or approval is required, the same shall not be unreasonably
withheld.
SECTION 18. SECTION HEADINGS.
All section headings contained herein are for convenience
of reference only and are not intended to define or limit the scope
of any provision of this Agreement.
- l~ -
.
IN WITNESS WHEREOF. the parties hereto have caused this
agreement to be executed and attested by their prop&r officers
thereunto duly authorized. and their official seals to be hereto
affixed. as of the day and year first above written.
ATTEST;..
~$hW<~~
City Cler
APPROVED AS TO FORM AND
LEGAL CONTENT:
JAl4ES F. PENMAN. CITY ATTORNEY
BY~J
REDEVELOPMENT AGENCY OF
THE C TY OF SAN BERNARDINO
APPROVED AS TO FORM ,AND
LEGAL CONTENT:
~)
- 17 -