RES-SAORA-030 Bond Purchase AgreementRESOLUTION NO. SAORA -030
A RESOLUTION OF THE GOVERNING BOARD
OF THE SUCCESSOR AGENCY TO THE ORANGE
REDEVELOPMENT AGENCY AUTHORIZING
THE EXECUTION AND DELIVERY OF A BOND
PURCHASE AGREEMENT, AN OFFICIAL
STATEMENT, AN ESCROW AGREEMENT AND
OTHER DOCUMENTS IN CONNECTION WITH
THE SUCCESSOR AGENCY'S ISSUANCE OF TAX
ALLOCATION REFUNDING BONDS AND
TAKING RELATED ACTIONS.
WHEREAS, the Orange Redevelopment Agency (the "Former Agency ") was a
redevelopment agency duly formed pursuant to the Community Redevelopment Law, set forth in
Part 1 of Division 24 of the Health and Safety Code of the State of California ( "HSC "); and
WHEREAS, pursuant to AB X1 26 (enacted in June 2011) and the California Supreme
Court's decision in California Redevelopment Association, et al. v. Ana Matosantos, et al., 53 Cal.
4th 231 (2011), the Former Agency was dissolved as of February 1, 2012; the Successor Agency
to the Orange Redevelopment Agency (the "Successor Agency ") was constituted as the successor
to the Former Agency; and an Oversight Board to the Successor Agency (the "Oversight Board ")
was established; and
WHEREAS, pursuant to HSC Section 34173, the City Council of the City of Orange (the
City ") adopted Resolution No. 10625 on January 10, 2012, electing for the City to serve as the
Successor Agency (provided, pursuant to HSC Section 34173(g), the City and the Successor
Agency are separate public entities and the two entities do not merge); and
WHEREAS, the City Council serves as the Governing Board of the Successor Agency;
and
WHEREAS, the Former Agency and, after the Former Agency's dissolution, the
Successor Agency have issued multiple series of bonds under a Trust Indenture, dated as of May
1, 1997 (the "Master Indenture "), as amended and supplemented by: (i) a First Supplement to
Indenture of Trust, dated as of September 1, 2003, (ii) a Second Supplement to Indenture of Trust,
dated as of May 1, 2008, (iii) a Third Supplement to Indenture of Trust, dated as of May 1, 2008,
and (iv) a Fourth Supplement to Indenture of Trust, dated as of December 1, 2014 (the Master
Indenture, as so amended and supplemented, being referred to herein as the "Indenture "); and
WHEREAS, such bonds issued under the Indenture include the Former Agency's Orange
Merged and Amended Redevelopment Project Area 2008 Tax Allocation Bonds, Series A (the
2008A Bonds "); and
WHEREAS, the Successor Agency desires to refund the outstanding 2008A Bonds; and
WHEREAS, pursuant to HSC Section 34177.5(a), the Successor Agency is authorized to
issue bonds (the "Refunding Bonds ") to refund all or a portion of the 2008A Bonds (the
Refunded Bonds "), to provide savings to the Successor Agency, provided that:
A) the total interest cost to maturity on the Refunding Bonds plus the principal
amount of the Refunding Bonds shall not exceed the total remaining interest cost to maturity on
the Refunded Bonds, plus the remaining principal of the Refunded Bonds to be refunded; and
B) the principal amount of the Refunding Bonds shall not exceed the amount
required to defease the Refunded Bonds, to establish customary debt service reserves and pay
related costs of issuance; and
WHEREAS, the Refunding Bonds will be issued under the authority of HSC Section
34177.5 and Article 11 (commencing with Section 53580) of Chapter 3 of Part 1 of Division 2 of
Title 5 of the California Government Code; and
WHEREAS, the Refunding Bonds will be issued pursuant to, and will be secured by a
pledge of property tax revenues as provided in, the Indenture and a supplement to the Indenture
the "Supplemental Indenture "); and
WHEREAS, proceeds from the sale of Refunding Bonds will be used to: (i) provide funds
for the defeasance payment and redemption of the Refunded Bonds, and (ii) pay costs of issuance
of the Refunding Bonds; and
WHEREAS, this Board previously adopted Resolution No. SAORA -029, on April 10,
2018 (the "SA Bond Approval Resolution "), approving the issuance of the Refunding Bonds
pursuant to the Indenture, as supplemented by the Supplemental Indenture, in substantially the
form attached to the SA Bond Approval Resolution; and
WHEREAS, the Oversight Board adopted Resolution No. OB -0077 on April 19, 2018 (the
Oversight Board Resolution "), approving the issuance of the Refunding Bonds; and
WHEREAS, the State Department of Finance ( "DOF ") issued its letter, dated May 31,
2018, providing the DOF's approval of the Oversight Board Resolution.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF ORANGE,
ACTING AS THE GOVERNING BOARD OF THE SUCCESSOR AGENCY TO THE
ORANGE REDEVELOPMENT AGENCY, HEREBY FINDS, DETERMINES,
RESOLVES, AND ORDERS AS FOLLOWS:
Section 1. The above recitals are true and correct and are a substantive part of this
Resolution.
Section 2. This Board hereby confirms its approval of the issuance of the Refunding
Bonds in an aggregate principal amount not to exceed $29 million pursuant to the SA Bond
Approval Resolution.
Resolution No. SAORA -030 2-
Section 3. The sale of the Refunding Bonds pursuant to a Bond Purchase Agreement
the "Bond Purchase Agreement "), by and between the Successor Agency and Morgan Stanley
Co. LLC ( the "Underwriter ") is hereby approved; provided, that such sale shall be subject to
the following parameters: (i) the terms of the Refunding Bonds shall be in compliance with the
savings parameters of HSC Section 34177.5(a), (ii) the true interest cost of the Refunding Bonds
shall not exceed 4.5 percent, (iii) the Underwriter's compensation (i.e., underwriter's discount),
exclusive of any original issue discount, for the Refunding Bonds shall not exceed 0.5 percent of
the aggregate principal amount of the Refunding Bonds. The Bond Purchase Agreement, in the
form on file with the Secretary of the Successor Agency, is hereby approved. Subject to the
parameters set forth above, each of the Chair (who is the Mayor of the City), the Vice Chair (who
is the Mayor Pro Tem of the City) and the Executive Director of the Successor Agency (who is the
City Manager of the City) (collectively, the "Authorized Officers," each being an "Authorized
Officer "), acting individually, is authorized, for and in the name and on behalf of the Successor
Agency, to execute and deliver the Bond Purchase Agreement, with changes therein as the
Authorized Officer executing the same may require or approve (such approval to be conclusively
evidenced by the execution and delivery thereof).
Section 4. The Escrow Agreement (the "Escrow Agreement ") relating to the
refunding and defeasance of the Refunded Bonds, substantially in the form on file in the office of
the Secretary of the Successor Agency, is hereby approved. Each Authorized Officer, acting
individually, is hereby authorized and directed, for and in the name and on behalf of the Successor
Agency, to execute and deliver the Escrow Agreement, in substantially such form, with changes
therein as the Authorized Officer executing the same may require or approve (such approval to be
conclusively evidenced by the execution and delivery thereof).
Section 5. The Preliminary Official Statement the Preliminary Official
Statement ") relating to the Refunding Bonds, substantially in the form on file in the office of the
Secretary of the Successor Agency, is hereby approved. Each Authorized Officer, acting
individually, is hereby authorized and directed, for and in the name and on behalf of the Successor
Agency, to cause the Preliminary Official Statement in substantially said form, with such additions
or changes therein as such Authorized Officer may approve, to be deemed final for the purposes
of Rule 15c2 -12 promulgated under the Securities and Exchange Act of 1934, as amended (the
Rule "). The Underwriter is hereby authorized to distribute copies of the Preliminary Official
Statement to persons who may be interested in the purchase of the Refunding Bonds.
Section 6. Each Authorized Officer, acting individually, is hereby authorized and
directed, for and in the name and on behalf of the Successor Agency, to cause the Preliminary
Official Statement to be brought into the form of a final Official Statement and to execute the final
Official Statement and such additional documents prior to or concurrently with the signing of the
final Official Statement as such Authorized Officer may deem necessary or appropriate to verify
the accuracy thereof. The distribution and use of the Official Statement by the Underwriter in
connection with the sale of the Refunding Bonds are hereby approved.
Section 7. The Continuing Disclosure Certificate (the "Continuing Disclosure
Certificate ") with respect to the Refunding Bonds, substantially in the form attached as an
appendix to the draft Preliminary Official Statement on file in the office of the Successor Agency
Secretary, is hereby approved. Each Authorized Officer, acting individually, is hereby authorized
Resolution No. SAORA -030 3-
and directed, for and in the name and on behalf of the Successor Agency, to execute and deliver
the Continuing Disclosure Certificate in substantially such form, with changes therein as the
Authorized Officer executing the same may require or approve (such approval to be conclusively
evidenced by the execution and delivery thereof). The appointment of Willdan Financial Services
as the initial Dissemination Agent under the Continuing Disclosure Certificate is hereby approved.
Section 8. Reference is hereby made to the Tax - Advantaged Bonds Post - Issuance
Compliance Procedures (the "Post- Issuance Tax Compliance Procedures ") adopted pursuant to
Resolution No. 10821, adopted on October 14, 2014, by the City Council of the City. It is hereby
affirmed that such Post - Issuance Tax Compliance Procedures are applicable to the Refunding
Bonds. The Executive Director, consultation with bond counsel, is authorized to amend the Post -
Issuance Tax Compliance Procedures from time to time
Section 9. Reference is hereby made to the Debt Issuance and Management Policy,
adopted pursuant to Resolution No. 11072, adopted on April 10, 2018, by the City Council of the
City. The Board affirms the adoption of such Debt Management Policy as the Successor Agency's
policy. The Board hereby finds that the issuance of the Refunding Bonds is consistent with the
Debt Issuance and Management Policy.
Section 10. The members of this Board, the Chair, the Vice Chair, the Executive
Director, the Finance Director (who is also the Finance Officer of the Successor Agency, and the
Administrative Services Director of the City (formerly, the Finance Director of the City)) 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 (including, but
not limited to, obtaining a reserve fund surety bond or insurance policy, obtaining a bond insurance
policy or other types of credit enhancement, engagement of a verification agent for the defeasance
escrow) which they may deem necessary or proper to effectuate the purposes of this Resolution
and the documents approved hereby. Any such previous action taken by such officers are hereby
ratified and confirmed.
Section 11. This Resolution shall take effect immediately upon adoption.
ADOPTED this 12th day of June 2018.
Ter sa E. Smith
Chairperson of the Successor Agency
APPROVED AS TO FORM:ATTEST:
Way - W. Winthers Mary E. rph 4111AgencyCounselClerkofteSuccessorAgency
to the Orange Redevelopment Agency
Resolution No. SAORA -030 4-
I, MARY E. MURPHY, hereby certify that the foregoing Resolution was duly adopted by
the City Council of the City of Orange, acting as the Governing Board of the Successor Agency to
the Orange Redevelopment Agency, at a regular meeting thereof held on the 12th day of June
2018, by the following vote:
AYES:BOARD MEMBERS: Alvarez, Whitaker, Smith, Murphy, Nichols
NOES:BOARD MEMBERS: None
ABSENT: BOARD MEMBERS: None
ABSTAIN: BOARD MEMBERS: None
1
Mary E. rphy
Clerk of e Successor Agency
to the Orange Redevelopment Agency
Resolution No. SAORA -030