HomeMy WebLinkAboutRESOLUTIONS - 01011997 - 1997-073 RESOLUTION NO. ,.97/73
.
OF THE BOARD OF SUPERVISORS OF THE
COUNTY OF CONTRA COSTA
CALIFORNIA
RESOLUTION RATIFYING AND APPROVING EXECUTION AND DELIVERY OF
CERTIFICATES OF PARTICIPATION (11+iERRMEEW MEMORIAL HOSPI'T'AL
REPLACEMENT PROJECT), REFUNDING SERIES OF 1997; RATIFYING AND
APPROVING FORMS OF A FIRST SUPPLEMENTAL TRUST AGREEMENT, A FIRST
AMENDMENT TO FACILITY LEASE (A HEW MEMORIAL HOSPITAL
REPLACE PROJECT'), A 1992 CERTIFICATES LETTER, OF INSTRUCTIONS, A
CONTINUING DISCLOSURE AGREEMENT AND AN OFFICIAL STATEMENT;
RATIFYING AND CONFIRMING THE CONTRACT OF PURCHASE; APPROVING THE
BASE RENTAL UNDER SAID FIRST AMENDMENT TO FACILITY LEASE;
RATIFYING ELECTION TO GUARANTEE RENTAL PAYMENTS WITH MOTOR
VEHICLE LICENSE FEES; AND AUTHORIZING THE TAKING OF ALL NECESSARY
ACTIONS IN CONNECTION THEREOF.
WHEREAS, this Board of Supervisors by resolution no. 96/84 adopted
March 5, 1996, has heretofore authorized the sale of Certificates of Participation (Merrithew
Memorial Hospital Replacement Project), Refunding Series of 1997 (the "1997 Certificates")
for the purpose of refunding outstanding Certificates of Participation (Merrithew Memorial
Hospital Replacement Project), Series of 1992 (herein called the "1992 Cerdficates"), which
were issued to finance the construction, acquisition and equipping of the county hospital in
Martinez, California, together with site development, equipment and improvements (the
"Project"),
WI EREAS, there has been presented to this meeting a report of the sale of
the 1997 Certificates;
WHEREAS, this Board desires to ratify the sale of the 1997 Certificates and
its approval of the following documents:
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1. First Supplemental Trust Agreement, dated as of February 1, 1997, by
and among U.S. Trust Company of California, N.A., as trustee (the
"Trustee"), the Contra Costa County Public Facilities Corporation (the
"Corporation") and the County (the "First Supplemental Trust
Agreement");
2. First Amendment to Facility Mase (Merrithew Memorial Hospital
Replacement Project), dated as of February 1, 1997, by and between
the Corporation and the County (the "First Amendment to Facility
Lease");
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3. 1992 Certificates Letter of Instructions, dated as of February 1, 1997,
from the Corporation and the County to the Trustee (the "Letter of
Instructions");
4. Continuing Disclosure Agreement, dated the date of execution and
delivery of the 1997 Certificates, by and between the County and the
Trustee (the "Continuing Disclosure Agreement);
5. Official Statement relating to the 1997 Certificates (the "Official
Statement"); and
6. Contract of Purchase, by and among the Corporation, the County and
Smith Barney Inc., as representative of the underwriters (the "Contract
of Purchase").
WF1tl:;AS, the lard of supervisors of the County has been presented with
the form of each document referred to herein, and this Board has examined and approved
each document and desires to ratify its approval of the execution and delivery of not to
02-4"70.1 2
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exceed $160,000,000 aggregate principal amount of the 1997 Certificates and the execution
of such documents and the consummation of such financing; and
WHEREAS, the County has full legal right, power and authority under the
Constitution and the laws of the State of California to enter into the transactions hereinafter
authorized;
NOW, THEREFORE, BE IT RESOLVED by the Board of Supervisors of the
County of Contra Costa, as follows:
Section 1. All of the recitals herein are true and correct and this Board so
finds.
Section 2. The action of this Board in heretofore authorizing the execution
and delivery of the 1997 Certificates is hereby ratified and confirmed, and the terms of the
1997 Certificates shall be as set forth in the First Supplemental Trust Agreement.
Section 3. The execution and delivery of the First Supplemental Trust
Agreement, on file with the Clerk of the Board of Supervisors, is hereby authorized, ratified
and confirmed, and the Chairman of the Board of Supervisors and the Clerk of the Board of
Supervisors are hereby authorized and directed to execute and deliver the First Supplemental
Trust Agreement in substantially said form, with such changes therein as such officers may
require or approve, such approval to be conclusively evidenced by the execution and delivery
thereof.
S%3jo.4. The execution and delivery of the First Amendment to Facility
Lease, on file with the Clerk of the Board of Supervisors, is hereby authorized, ratified and
confirmed, and the Chairman of the Board of Supervisors and the Clerk of the Board of
Supervisors are hereby authorized and directed to execute and deliver the First Amendment
to Facility Lease in substantially said form, with such changes therein as such officers. may
require or approve, such approval to be conclusively evidenced by the execution and delivery
thereof.
Section . The execution and delivery of the Leter of Instructions, on file
with the Clerk of the Board of Supervisors, is hereby authorized, ratified and confirmed, and
the Chairman of the Board of Supervisors and the Clerk of the Board of Supervisors are
hereby authorized and directed to execute and deliver the Letter of Instructions in
substantially said form, with such changes therein as such officers may require or approve,
such approval to be conclusively evidenced by the execution and delivery thereof.
Section . The execution and delivery of the Continuing Disclosure
Agreement, on file with the Clerk of the Board of Supervisors, is hereby authorized, ratified
and confirmed, and the Chairman of the Board of Supervisors and the Clerk of the Board of
Supervisors are hereby authorized and directed to execute and deliver the Continuing
Disclosure Agreement in substantially said form, with such changes therein as such officers
may require or approve, such approval to be conclusively evidenced by the execution and
delivery thereof.
Se,cti,7n7. The form of Official Statement describing the 1997 Certificates, on
file with the Clerk of the Beard of Supervisors, is hereby ratified and confirmed, and the
County Administrator or his designee is hereby authorized and directed to execute and
deliver the Official Statement in substantially said form, with such changes therein as such
officer may require or approve, such approval to be conclusively evidenced by the execution
and delivery thereof.
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The action of this Board in heretofore authorizing execution of the
Contract of Purchase, on file with the Clerk of the Board of Supervisors, is hereby ratified
and confirmed.
Section 9. The schedule of base rental payments set forth in Exhibit B of the
First Amendment to Facility Lease is approved and is hereby determined to be the schedule
of base rental payments to be paid pursuant to the Facility Lease.
,Scadon 10. The Board hereby ratifies its election, pursuant to Government
Code Section 25350.55, to guarantee rental payments to be made by the County under the
Facility Lease and authorizes and directs the County Administrator or his designee to notify
the Controller of the State of California of such election, which notice shall include a
schedule of lease payments to be made by the County under the Facility Lease and shall
identify a trustee appointed by the County to effectuate the payment provisions pursuant to
such guarantee. For purposes of effectuating the payment provisions pursuant to Government
Code Section 25350.55, the Board hereby ratifies its appointment of the Trustee for the 1997
Certificates as trustee.
Section 11. The officers and supervisors of the County are hereby authorized
and directed, jointly and severally, to do any and all things and to execute and deliver any
and all documents and certificates which they deem necessary or advisable in order to
consummate the execution and delivery of the documents mentioned herein and any other
documents necessary to consummate the financing, and otherwise to effectuate the purposes
of this Resolution and the transactions contemplated hereby.
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Section . All actions heretofore tal= by the officers and agents of the
County with respect to the sale, execution and delivery of the 1997 Certificates are hereby
ratified and confirmed.
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,3. This Resolution shall take effect from and after its adoption.
PASSED AND ADOPTED this 11th day of February, 1997.
Chairman of the Bayard of Supervisors
County of Contra Costa, California
[Stall
ATTEST: Philip J. Batchelor, Clerk of the
Board of Supervisors and County Administrator
February 11, 1997
Deputy Clete f the Board of
Supervisors of the County of
Contra Costa, State of California
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CLERK'S CFR=�'t'
I, 3�jgy agi11as , Deputy Clerk and Chief Clark of the Board of Supervisors
of the County of Contra Costa, hereby certify as follows:
The fbregoing is a full, true and correct copy of a resolution duly adopted at a
regular meeting of the Board of Supervisors of said County duly and regularly held at the
regular meeting place thereof on the 11th day of February, 1997, of which meeting all of the
members of said Board of Supervisors had due notice and at which a majority thereof were
present; and at said meeting said resolution was adopted by the following vote:
AYES: Supervisors Rogers, Uilkema, Gerber, Canciamilla, DeSaulnier
NOES: None
An agenda of said muting was posted at least 72 hours before said meeting at
651 Pine Street,
artinez, California, a location freely accessible to members of the public,
and a brief general description of said resolution appeared on said agenda.
I have carefully compared the same with the original minutes of said meeting
on file and of record in my office; the foregoing resolution is a full., true and correct copy of
the original resolution adopted at said meeting and entered in said minutes; and said
resolution has not been amended, modified or rescinded since the date of its adoption, and
the same is now in full force and effect.
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WITNESS my hand and the seal of the County of Contra Costa thisLtthday of
February, 1997.
uty Clerk
of the Board of Supervisors
of the County of Contra Cgsta,
State of California
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AFFIDAVIT OF POSTING OF AGENDA
STATE OF CALIFORNIA )
) ss.
COUNTY OF CONTRA COSTA )
C. S. Turner hereby declares that [s]he is a citizen of the United
States of America, over the age of 18 years; that acting for the Board of Supervisors of the
County of Contra Costa [s]he posted on February 6, 1997, at 651 Pine Street ,
Martinez, California, a location freely accessible to members of the public, an agenda for
the regular meeting of the Board of Supervisors of Contra Costa County to be held on
February 11, 1997, a copy of which is attached hereto.
Dated: February 11 1997.
T declare under penalty of perjury that the
foregoing is true and correct.
arz.�ssw.i
No
BOARD OF SUPERVISORS Contra
FROM: Phil Batchelor, County Costa
February 11, 1997 (ounly
DATE:
Merrithew Memorial Hospital Refunding Certificates of Participation
SUBJECT.
SPECIFIC REQUEST(S)OR RECOMMENDATION(S)&BACKGROUND AND JUSTIFICATION
3t,$axon NDATIONS:
1. Adopt resolution ratifying and approving execution and delivery of the
Certificates of Participation and approving final forms of the documents for
the refunding of the Merrithew Hospital Replacement Project.
2. Authorise the Chair of the Board of Supervisors, the County Administrator
and other appropriate County Officials to execute the closing documents and
other agreements necessary for the closing of the transaction.
3. Approve C. M. de Crinis & Co. Inc. as the financial advisory firm for the
refunding issue.
FINANCIAL IMPACT
The Certificates of Participation for the Merrithew Hospital Replacement Project have
been refunded with a new issue of $143,875,000 with a lower interest rate and lower
debt service costs. The refunding of the debt for the Merrithew Hospital
Replacement Project meets the established goal of net savings of at least$3,750,000.
BACKGROUND:
The refunding of the 1992 Certificates of Participation used to fund the Merrithew
Hospital Replacement Project was approved by the Board of Supervisors on February
13, 1996. The County Administrator was directed to take the necessary actions to
position the County to take advantage of favorable market conditions in order to
maximize the benefits from the new issuance. Just after the Board approved the
issue last February the interest rates spiked up. A decision was made to defer
action until the interest rates appeared more favorable for the refunding. After last
CONTINUED ON ATTACHMENT: YES SIGNATURE:
- f,
RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
APPROVE OTHER
SIGNATUREffi-
ACTION OF BOARD ON - APPROVED AS RECOMMENDED OTHER
VOTE OF SUPERVISORS
1 HEREBY CERTIFY THAT THIS IS A TRUE
UNANIMOUS(ABSENT AND CORRECT COPY OF AN ACTION TAKEN
AYES: NOES: AND ENTERED ON THE MINUTES OF THE BOARD
ABSENT: ABSTAIN: OF SUPERVISORS ON THE DATE SHOWN.
ATTESTS
Contact: PHIL BATCHEL CLERK OF THE BOARD OF
cc: SER PAGE 2 SUPERVISORS AND COUNTY ADMINISTRATOR
BY y �= - DEPUTY
-2-
February the interest rates moved up further and then gradually down to the point
where the issue is now economically feasible. Some changes in the structure of the
issue have been incorporated to further enhance the savings advantages for the
County. The refunding meets the established savings goal for the County while
lowering the debt service, Some additional funds will flow into the construction fund
to cover contingencies and additional capital improvements as part of the project.
The Co-Special Counsels (Bond Counsels), as part of the original authorization were
directed to prepare a final resolution for Board approval at the time the issue was
sold. The resolution recommended for adoption meets that requirement.
Since the original authorization, the Financial Advisor has been changed to the C.
M. de Crinis & Co. , Inc as a result of the death of one member of the advisory team
and the relocation of the other member to the new firm. Jean Buckley with the de
Crinis firm has worked with the County for several years and has been working on
the Merrithew refunding for the past year. Ms. Buckley is very knowledgeable
about the County and the refunding in particular. She and the de Crinis firm are
well qualified to assist with the completion of the transaction.
The Underwriters for the issue are Smith Barney, Bank of America and Bear
Stearns. The three firms were selected after review of proposals by the Board in
February 1996. They have been working with the County staff and consultants for
the past year in preparing the issue for sale at the most appropriate time.
Contact: De Bell (5-1093)
cc: County Administrator
Auditor-Controller
Treasurer-Tax Collector
Health Services
General Services
County Counsel'
Orrick, Herrington & Sutcliffe
C. M. de Crinis & Co. Inc.