HomeMy WebLinkAboutReso. 1980 - 306 - Ordering sale of bonds - Lake Blvd Subdivision Unit 5 Assessment District no. 1980-5 • •
RESOLUTION NO.
RESOLUTION ORDERING SALE OF BONDS
Lake Boulevard Subdivision Unit 5 Assessment District
No. 1980-5
The City Council of the City of Redding resolves:
The City Council accepts the offer of OLETA WOODS, GARY
STANDIFER, CHUCK GRAVES and GARY OLSON to purchase all of the
improvement bonds to be issued in Lake Boulevard Subdivision Unit 5
Assessment District No. 1980-5, City of Redding, Shasta County,
California.
The City Council directs the sale and delivery of the bonds
to the offerors in accordance with the terms and conditions stated in
the offer, copy of which is attached hereto as Exhibit A and by this
reference incorporated herein.
* * *
I HEREBY CERTIFY that the foregoing resolution was duly and
regularly adopted. by the City Council of the City of Redding,
Shasta County, California, at a regular meeting thereof, held on
the 15th day of December_ , 1980.
AYES: Councilmembers Demsher, Fulton, Gard, Kirkpatrick. and Pugh
NOES : Councilmembers None
ABSENT: Councilmembers None
MILDRED L. BRAYTON, City Clerk,
City of Redding, Shasta County,
California
• •
LAW OFFICES OF
STURGIS, NESS, BRUNSELL 8 SPERRY
A PROFESSIONAL CORPORATION
EUGENE K.STURGIS(1892-1976) SUITE 1150,WATERGATE TOWER
EDWIN N.NESS EMERYVILLE,CALIFORNIA 94608
ROBERT BRUNSELL TELEPHONE C415) 652-7588
SAMUEL A.SPERRY
December 1, 1980
Mr. Brent Owen
P. O. Box 2483
Redding, California 96001
Re: Lake Boulevard Subdivision Unit 5 Assessment District No. 1980-5
Dear Mr. Owen:
The purpose of this letter is to outline to you the terms and conditions
of sale to your bond purchase group and purchase by them of the improve-
ment bonds for the Lake Boulevard Subdivision Unit 5 Assessment District
No. 1980-5.
. The terms of the bond issue are as follows :
1. The bonds will be issued pursuant to the provisions of the
Improvement Bond Act of 1915.
2 . The bonds will be dated December 16 , 1980.
3. The bonds will bear interest coupons payable at the rate of
10% per annum, with interest payable semi-annually on January 2
and July 2, with the first interest coupon being dated January 2 ,
1982.
4 . The bonds shall be in number and shall follow the maturity
schedule set forth as an attachment to this letter and by refer-
ence incorporated herein. It is understood that the entire
principal amount of each bond will mature in the year indicated
and shall be due and payable to the bond holder on July 2 of
the year of maturity.
5. The bonds,and each of them, are subject to call in accordance
with the provisions of the Improvement Bond Act of 1915. The
principal call provision is that any bond is callable at the
discretion of the City of Redding on any interest payment
date by payment to the bond holder of the principal amount
of the bond, a 5% prepayment premium, and accrued interest
' to the date of call.
6 . Principal and interest of the bonds are payable from a special
fund to be administered by the Bank of America, serving as
paying agent for the City of Redding. Bond holders must
understand that neither the principal nor the interest constitute
EXHIBIT A
• •
Mr. Brent Owen
December 1, 1980
Page 2
obligations of the City of Redding other than in the strictly
limited sense provided by the Improvement Bond Act of 1915 ,
and neither principal nor interest is payable from any fund of
the City other than said special fund.
7 . Moneys flow to said special fund from the installment payments
of the respective property owners of the parcels. The annual
installment payments from property owners are collected on the
tax roll of the County of Shasta as a separately stated item
on the property tax bill for each of the subject parcels.
8 . In the event of delinquency by any property owner in payment
of said annual installment or any part thereof, the Bank of
America may have insufficient funds in the special fund from
which to pay bond principal or interest when due.
9 . To protect against this contingency, we have provided in the
special assessment proceedings for establishment of a special
reserve fund in the amount of $14 , 605. 00. The amounts contained
in said special reserve fund shall be) available, if needed, to
supplement the installment collections from property owners to
assure timely payment of bond principal and interest. It
should be expressly understood, however , that any sustained
period of default by one or more property owners could exhaust
said reserve fund, resulting in an insufficiency of funds to
pay bond principal and/or interest when due .
10. The Improvement Bond Act of 1915 further provides that,
in the event there are insufficient funds from installment
collections and the special reserve fund to pay bond principal
and interest when due, the City of Redding is obligated to advance
"any available funds not immediately needed" to the special fund
for payment of such bond principal and interest. It must be
expressly understood by each of the bond purchasers that the
City makes no representation whatsoever as to whether it will
have any such funds not immediately needed for such purpose.
11. Accordingly, each of the prospective bond purchasers should pur-
chase the subject bonds on the express understanding and expecta-
tion that, in the event that installment collections from
property owners, combined with funds available in the special
reserve fund, are insufficient at any time to pay bond principal
and interest when due, there will be a default in payment of such
. bond principal and interest. This condition of default would
then continue until the delinquent property owners cure such
delinquency, or until such time as the City may obtain funds
not immediately needed from which to make such advance, or
until such time as the City can foreclose on the delinquent
property and realize cash proceeds from such sale from a third
party.
• •
Mr. Brent Owen
December 1, 1980
Page 3
12 . Each prospective purchaser shall be obligated to inform himself
or herself to the extent that he or she deems prudent about
the merits of your development and the related marketability
of each of the subject parcels prior to purchasing any of
the subject bonds. Neither the City nor any officer or agent
thereof, including the undersigned, intends to prepare any
bond circular, official statement, or other disclosure document
pertaining to the financial condition of the City, the subject
improvement bonds, or the subject subdivision property.
13 . Based on the foregoing, it must be expressly understood that
the subject improvement bonds would most likely not be a suit-
able investment for any person who would experience any degree
of financial hardship if there were to be a default in payment
of bond principal or interest for a period of time extending
to approximately four or five years. Absent unusual circum-
stances, this period of default would, in my experience, be the
extreme case and would most likely result only from the circum-
stance of a bankruptcy proceeding pertaining to the then owner
of any one or more of the subject parcels .
The terms of the sale by the City of Redding of the subject improvement
bonds to the bond purchase group are as follows :
1. Bonds are to be delivered through an escrow with Superior Title
Company on or about their date.
2 . The bonds shall be sold at par, with the result that the purchase
price is equal to the principal amount of the bonds, namely
$292 , 105. 00.
3 . The title company will deliver to the authorized representative
of the City of Redding the following items prior to delivery
of the bonds :
a. The full purchase price, by certified check or cashier ' s
check, payable to the City Treasurer of the City of Redding.
b. Title Report with a lien-free endorsement respecting
each and all of the parcels.
c. Counterpart copies of this letter executed by each of the
bond purchasers , as an acknowledgment that they have read
and fully understand the terms and conditions of the bond
issue and bond sale.
d. An allocation of the bond issue, by bond number, among
the bond purchase group.
• • •
Mr. Brent Owen
December 1, 1980
Page 4
4 . Upon confirmation that the title company has each of the fore-
going available, the closing will be conducted in the usual
manner, with the exchange of the usual bond closing documents.
As provided in subparagraph 3 (d) above, each of the prospective bond
purchasers should execute a counterpart of this letter for deposit
into escrow. In the event that either. you or any of them have any ques-
tions, please do not hesitate to call on me.
Yours very truly,
STURGIS, NESS , BRUNSELL & SPERRY
a professional corporation
///„„ 44,N42
Samuel A. Sperry ]
err
P Y
SAS:mc
Att:
• •
MATURITY SCHEDULE
Lake Boulevard Subdivision Unit 5
Assessment District No. 1980-5
YEAR OF BOND DENOM- YEARLY COUPON
MATURITY NUMBERS INATION AMOUNT RATE
1982 1 $1 , 105 . 00 $14, 105 . 00 10. 000%
2- 14 1000
1983 15- 29 1000 15, 000. 00 10 . 000%
1984 30- 46 1000 17 , 000 . 00 10 . 000%
1985 47- 64 1000 18 , 000 . 00 10 . 000%
1986 65- 84 1000 20 , 000 . 00 10 . 000%
1987 85- 106 1000 22, 030 . 00 10 . 000%
1988 107- 130 1000 24 , 000 . 00 10 . 000%
1989 131- 157 1000 27 , 000 . 00 10. 000%
1990 158- 186 1000 29, 000 . 00 10. 000%
1991 187- 218 1000 32, 000 . 00 10 . 000%
1992 219- 253 1000 35, 000 . 00 10 . 000%
1993 254- 292 1000 39, 000 . 00 10 . 000%
TOTAL: $292, 105 . 00