HomeMy WebLinkAboutResolution 2004-096 marana municipal property corporation series 2004 revenue bond issuanceRESOLUTION NO. 2004-96
RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF
MARANA, ARIZONA, AUTHORIZING THE EXECUTION AND
DELIVERY OF A THIRD SUPPLEMENT TO AMENDED AND
RESTATED TOWN LEASE AND SERIES 1992 TOWN LEASE, A
LETTER OF REPRESENTATION TO BOND PURCHASE CON-
TRACT AND A SERIES 2004 CONTINUING DISCLOSURE
AGREEMENT; APPROVING THE EXECUTION AND DELIVERY
BY TOWN OF MARANA MUNICIPAL PROPERTY CORPORATION
OF SUCH THIRD SUPPLEMENT TO AMENDED AND RESTATED
TOWN LEASE AND SERIES 1992 TOWN LEASE, A SERIES
2004 SUPPLEMENTAL TRUST INDENTURE, AN ESCROW
TRUST AGREEMENT, A FINANCIAL GUARANTY OR RELATED
AGREEMENT NECESSARY FOR CREDIT ENHANCEMENT AND A
BOND PURCHASE CONTRACT; APPROVING AN OFFICIAL
STATEMENT; APPROVING THE ISSUANCE OF NOT TO
EXCEED $10,000,000 AGGREGATE PRINCIPAL AMOUNT OF
TOWN OF MARANA MUNICIPAL PROPERTY CORPORATION
MUNICIPAL FACILITIES REVENUE BONDS, SERIES 2004;
DELEGATING TO THE MANAGER OF THE TOWN OF MARANA,
ARIZONA, AND, IN HIS ABSENCE, THE FINANCE DIREC-
TOR OF THE TOWN OF MARANA, ARIZONA, THE AUTHORITY
TO DETERMINE VARIOUS TERMS WITH RESPECT TO THE
BONDS AND CERTAIN MATTERS WITH RESPECT TO CERTAIN
BONDS TO BE REFUNDED WITH THE PROCEEDS OF THE
SALE THEREOF; PROVIDING FOR THE TRANSFER OF CER-
TAIN MONEYS FOR THE PAYMENT THEREOF AND MAKING
CERTAIN COVENANTS AND AGREEMENTS WITH RESPECT
THERETO; AUTHORIZING THE TAKING OF ALL OTHER
ACTIONS NECESSARY TO THE CONSUMMATION OF THE
TRANSACTIONS CONTEMPLATED BY THIS RESOLUTION AND
DECLARING AN EMERGENCY
WHEREAS, the Town of Marana Municipal Property Corporation,
a nonprofit corporation incorporated and existing pursuant to the laws
of the State of Arizona (the "Corporation"), was formed to transact
any or all lawful business for which nonprofit corporations may be
incorporated under the laws of the State of Arizona, including, with-
out limiting the generality of the foregoing, any civic or charitable
purpose such as financing the cost of acquiring, constructing, recon-
structing or improving buildings, equipment or other real and personal
properties suitable for use by and for leasing to the Town of Marana,
Arizona (the "Town"), or its agencies or instrumentalities; and
WHEREAS, the Town heretofore determined that it was benefi-
cial to its citizens (i) to acquire the water system owned by Clifford
Ray Honea and Ethel Wynema Honea, husband and wife, doing business as
Honea Water Company (the "First Water System"), consisting of certain
real property and certain personal property (the "Initial First Water
System Improvements") with respect to the First Water System and
(ii) to acquire the facility presently being used as the municipal
complex for the Town (the "Municipal Complex"), consisting of certain
other real property and to make certain necessary improvements to the
First Water System (the "New First Water System Improvements" and
collectively, with the Initial First Water System Improvements, the
"First Water System Improvements" and the acquisition of the First
Water System, the acquisition of the Municipal Complex and the making
of the New First Water System Improvements, collectively, the "First
Project"); and
WHEREAS, the Corporation assisted the Town in financing the
First Project; and
WHEREAS, in order to finance the costs of the First Proj-
ect, the Corporation issued its $280,000 aggregate principal amount of
Town of Marana Municipal Property Corporation Municipal Facilities
Revenue Bonds, Series 1990, dated as of March 1, 1990 its $315,000
aggregate principal amount of Town of Marana Municipal Property Corpo-
ration Municipal Facilities Revenue Bonds, Series 1992, dated as of
June 1, 1992 (collectively, the "Outstanding Bonds"); and
WHEREAS, the Town further heretofore determined that it was
beneficial to its citizens (i) to refinance the Outstanding Bonds and
(ii) (A) to acquire the water systems known as "Cortaro Marana" and
"Marana Water Service" (collectively, the "Second Water Systems"),
consisting of certain real property and certain personal property (the
"Second Water Systems Improvements" and collectively, with the First
Water System Improvements, the "Water System Improvements") with re-
spect to the Second Water Systems and (B) to (I) make certain improve-
ments to the Water System Improvements, (II) make certain road and
related improvements and construct improvements to increase traffic
capacity on certain other roads, (III) acquire certain real property
upon which to construct a new municipal complex (the "Town Hall Prop-
erty'') and (IV) make tenant improvements to certain office space
leased to the Town (the "Tenant Improvements"), the property described
in clauses (B) (I), (II) and (IV) being as described on Exhibit E
attached to the hereinafter described Base Town Lease and collec-
tively, with the acquisition of the Second Water Systems and the proj-
ect described in clause (B) (II), being referred to herein as the
"Second Project"; and
WHEREAS, the Corporation assisted the Town in refinancing
the Outstanding Bonds and in financing the Second Project; and
WHEREAS, in order to refinance the Outstanding Bonds and to
finance the costs of the Second Project, the Corporation issued its
$8,175,000 aggregate principal amount of Town of Marana Municipal
Property Corporation Municipal Facilities Revenue Bonds, Series 1997,
dated as of October 1, 1997 (the "Series 1997 Bonds"); and
WHEREAS,. the Series 1997 Bonds and certain additional bonds
on a parity therewith have been as hereinafter described and shall be
secured by a Trust Indenture, dated as of October 1, 1997 (as supple-
mented, the "Indenture"), from the Corporation to Wells Fargo Bank,
National Association (formerly Norwest Bank Arizona, N.A.), as trustee
(the "Trustee"), pursuant to which is pledged, among other things,
rental payments made pursuant to an Amended and Restated Town Lease
and Series 1992 Town Lease, dated as of October 1, 1997 (as amended
and supplemented, the "Base Town Lease"), by and between the Corpora-
tion, as lessor, and the Town, as lessee; and
WHEREAS, the Town also heretofore determined that it was
beneficial to its citizens to design, acquire, construct and equip the
new municipal complex on the Town Hall Property (the "Third Project");
provided, however, that pursuant to the Second Amendment to Amended
and Restated Town Lease and Series 1992 Town Lease, dated as of April
1, 2002, by and between the Corporation, as lessor, and the Town, as
lessee, certain additional property (the "Operations Center Property")
has been ground leased by the Town to the Corporation and leased back
by the Corporation to the Town, the Operations Center Property
thereafter being considered part of the Town Hall Property for all
purposes of the First Supplement to Amended and Restated Town Lease
and Series 1992 Town Lease, dated as of February 1, 2000 (the "First
Supplement to Base Town Lease"), by and between the Corporation and
the Town and certain changes have been made to the description of the
Town Hall Improvements to include a town operations center to house
public works, police, water, vehicle asset management and information
systems; and
WHEREAS, the Corporation assisted the Town in financing the
Third Project; and
WHEREAS, in order to finance the costs of the Third Proj-
ect, the Corporation issued its $10,000,000 aggregate principal amount
of Town of Marana Municipal Property Corporation Municipal Facilities
Revenue Bonds, Series 2000, dated as of February 1, 2000 (the "Series
2000 Bonds"), which are secured by the First Supplement to Base Town
Lease; and
WHEREAS, pursuant to a Third Amendment to Amended and
Restated Town Lease and Series 1992 Town Lease, dated as of September
1, 2003, by and between the Corporation, as lessor, and the Town, as
lessee, a portion of the Operations Center Property has been released
from the provisions of the First Supplement to Base Town Lease and
certain other changes made for all purposes of the First Supplement to
Base Town Lease; and
WHEREAS, the Town also heretofore determined that it was
beneficial to its citizens to design, acquire, construct and equip, as
the case may be, additional parts of the new municipal complex on the
Town Hall Property (the "Fourth Project"); and
WHEREAS,~the Corporation assisted the Town in financing the
Fourth Project; and
WHEREAS, in order to finance the costs of the Fourth
Project, the Corporation issued its $19,700,000 aggregate principal
amount of Town of Marana Municipal Property Corporation Municipal
Facilities Revenue Bonds, Series 2003," dated as of the September 1,
2003 (the "Series 2003 Bonds"); and
WHEREAS, the Town has now determined that it will be
beneficial to its citizens to design, acquire, construct and equip, as
the case may be, final parts of the new municipal complex on the Town
Hall Property as described in Exhibit B attached to the hereinafter
described Series 2004 Town Lease (the "Fifth Project") and to
refinance a portion of the bonds heretofore issued by the Corporation
(the "Bonds Being Refunded"); and
WHEREAS, the Corporation desires to assist the Town in
financing the Fifth Project and refinancing the Bonds Being Refunded
(the "Second Refunding"); and
WHEREAS, in order to finance the costs of the Fifth Project
and the Second Refunding, the Corporation and the Town deem it neces-
sary and desirable for the Corporation to issue its not to exceed
$10,000,000 aggregate principal amount of Town of Marana Municipal
Property Corporation Municipal Facilities Revenue Bonds, Series 2004,
to be dated as of the date established as the dated date for such
bonds as provided herein (the "Series 2004 Bonds"); and
WHEREAS, in connection with the issuance of the Series 2004
Bonds, the Corporation shall enter into a Third Supplement to Amended
and Restated Town Lease and Series 1992 Town Lease, to be dated as of
the date established as the dated date of the Series 2004 Bonds as
provided herein (the "Third Supplement to Base Town Lease"), with the
Town pursuant to which, among other things (i) the Corporation will
extend the lease of the Town Hall Property to the Town and lease
improvements with respect to the Fifth Project (the "Final Town Hall
Improvements") to the Town and (ii) the Town shall (A) extend the
lease of the Town Hall Property from the Corporation and lease the
Final Town Hall Improvements from the Corporation and (B) as agent for
the Corporation, agree to design, acquire, construct and equip, as the
case may be, the Fifth Project and provide for matters related to the
Second Refunding; and
WHEREAS, the Series 2004 Bonds shall be secured by the
Indenture, as supplemented by a Series 2004 Supplemental Trust Inden-
ture, to be dated as of the date established as the dated date of the
Series 2004 Bonds as provided herein (the "Series 2004 Supplemental
Indenture"), from the Corporation to the Trustee; and
4
WHEREAS, the Corporation has not made and does not intend
to make any profit by reason of any business or venture in which it
may engage or by reason of the assistance it renders the Town in
financing the Fifth Project and the Second Refunding, and no part of
the net earnings of the Corporation, if any, shall ever inure to the
benefit of any person, firm or corporation except the Town; and
WHEREAS, there have been placed on file with the Clerk of
the Town and presented at the meeting at which this Resolution was
adopted (1) the proposed form of the Series 2004 Supplemental Inden-
ture, (2) the proposed form of the Third Supplement to Base Town
Lease, (3) the proposed form of the Escrow Trust Agreement, to be
dated as of the date established as the dated date of the Series 2004
Bonds as provided herein (the "Escrow Trust Agreement"), by and
between the Corporation and Wells Fargo Bank, National Association, as
escrow trustee (the "Escrow Trustee"), (4) the proposed form of a
Series 2004 Continuing Disclosure Agreement, to be dated the date of
delivery of the Series 2004 Bonds (the "Undertaking"), by and between
the Town and the Trustee necessary for purposes of Securities and
Exchange Commission Rule 15c2-12, (5) the proposed form of the Bond
Purchase Contract, to be dated the date of the sale of the Series 2004
Bonds (the "Purchase Contract"), by and between the Corporation and
Stone & Youngberg LLC (the "Purchaser") for the purchase of the Series
2004 Bonds, including the Letter of Representations, to be dated the
date of the sale of the Series 2004 Bonds (the "Letter of Representa-
tions''), from the Town and (6) the proposed form of the Preliminary
Official Statement, to be dated the date of the mailing thereof (the
"Preliminary Official Statement"), relating to the Bonds, which, with
certain additions thereto, shall constitute the Official Statement,
dated the date of adoption hereof (the "Official Statement"), relating
to the Series 2004 Bonds;
NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND COUNCIL OF
THE TOWN OF MARANA, ARIZONA, THAT:
Section 1. The Mayor and Council of the Town hereby find
and determine that the approval and authorization of the financing of
the Fifth Project ~and the Second Refunding and the issuance of the
Series 2004 Bonds pursuant to the terms of the Third Supplement to
Base Town Lease and the Series 2004 Supplemental Indenture is in fur-
therance of the purposes of the Town and in the public interest.
Section 2. The forms, terms and provisions of the Third
Supplement to Base Town Lease, the Undertaking and the Letter of
Representations, in the form of such documents (including the exhibits
thereto) presented at the meeting at which this Resolution was adopted
are hereby approved, with such insertions, omissions and changes as
shall be approved by the Mayor of the Town, the execution of such
documents being conclusive evidence of such approval, and the Mayor
and Clerk of the Town are hereby authorized and directed, for and on
behalf of the Town, to execute and deliver and attest, respectively,
the Third Supplement to Base Town Lease, the Undertaking and the
Letter of Representations as well as any other documents necessary in
5
connection therewith to provide for the issuance of the Series 2004
Bonds.
Section ~3. The forms, terms and provisions of the Series
2004 Supplemental Indenture, the Escrow Trust Agreement and the Pur-
chase Contract in the form of such documents (including exhibits
thereto) presented at the meeting at which this Resolution was adopted
are also hereby approved, with such insertions, omissions and changes
as shall be approved by the President or Vice President of the Corpo-
ration, the execution of such documents (as well as of the Third Sup-
plement to Base Town Lease) being conclusive evidence of such
approval, and the President or Vice President and Secretary of the
Corporation are hereby authorized and directed, for and on behalf of
the Corporation, to execute and deliver and attest, respectively, the
Third Supplement to Base Town Lease, the Series 2004 Supplemental
Indenture and the Purchase Contract as well as any other documents
necessary in connection therewith to provide for the issuance of the
Series 2004 Bonds including any financial guaranty or related agree-
ment necessary with respect to credit enhancement for the Series 2004
Bonds.
Section 4. The use of the Preliminary Official Statement
and the Official Statement in connection with the sale of the Series
2004 Bonds is hereby approved. The President and Vice President of
the Corporation are hereby authorized and directed, for and on behalf
of the Corporation, to sign the Official Statement when finalized.
Section 5. The Town hereby requests the Corporation to
take any and all action necessary in connection with the issuance and
sale of the Series 2004 Bonds and covenants that it shall do all
things necessary to assist the Corporation therein.
Section 6. (A) The Town hereby approves the issuance and
delivery of the Series 2004 Bonds, as hereinafter described, by the
Corporation. The Series 2004 Bonds shall be designated "Town of
Marana Municipal Property Corporation Municipal Facilities Revenue
Bonds, Series 2004"; shall be issued in an aggregate principal amount
of not to exceed $10,000,000; shall be in the denomination of $5,000
of principal amount or any integral multiple thereof and shall be
fully registered bonds without coupons as provided in the Indenture.
(B) The Manager of the Town and, in his absence, the
Finance Director of the Town are hereby authorized to determine on
behalf of the Town and the Corporation the date the Series 2004 Bonds
are to be sold to the Purchaser; the total aggregate principal amount
of the Series 2004 Bonds which are to be issued (but not in excess of
the amount indicated hereinabove); the date the Series 2004 Bonds are
to be dated; the dates on which interest on the Series 2004 Bonds is
to be payable; the rates per annum the Series 2004 Bonds are to bear;
the dates the Series 2004 Bonds are to mature, the principal amounts
to mature on such dates and the provisions for redemption of the
Series 2004 Bonds in advance of such dates; the series designations,
maturity dates and principal amounts of the Bonds Being Refunded and
the determination of exercise of redemption provisions with respect to
the Bonds Being Refunding; the terms upon which the Series 2004 Bonds
are to be sold to the Purchaser (including determinations of price,
original issue discount and premium and underwriting compensation);
and the provisions pursuant to which the Series 2004 Bonds are to be
credit enhanced (including determinations with respect to bond insur-
ance and any surety bond or other instrument replacing the need for
depositing cash to the reserve fund for the Series 2004 Bonds); pro-
vided, however, that the foregoing determinations shall not result in
the yield on the Series 2004 Bonds, calculated for federal income tax
purposes, exceeding six percent.
(C) The form, terms and provisions of the Series 2004
Bonds and the provisions for the signatures, authentication, payment,
registration, transfer, exchange and number shall be as set forth in
the Series 2004 Supplemental Indenture and are hereby approved.
Section 7. The Town hereby requests the Corporation to
sell the Series 2004 Bonds to the Purchaser in accordance with the
terms of the Purchase Contract as such terms are to be determined as
provided herein.
Section 8. (A) For the payment of the principal of and
premium, if any, and interest on the Series 2004 Bonds, the Town shall
pay and transfer to the Trustee the rental payments provided for in
Article I of the Third Supplement to Base Town Lease.
(B) To secure the payment of the rental payments
provided for in Article I of the Third Supplement to Base Town Lease
and then any other amounts required to be paid by the Town pursuant to
the provisions of the Third Supplement to Base Town Lease, the Town
hereby pledges for the payment of the rental payments thereunder Town
sales taxes, State shared revenues, license and permit fees and fines
and forfeitures which the Town now collects, which the Town may
collect in the future or which are allocated or apportioned to the
Town by the State of Arizona, any political subdivision thereof or any
other governmental unit or agency, EXCEPT the share of the Town of any
taxes which by State of Arizona law, rule or regulation 'must be
expended for other purposes, such as the motor vehicle fuel tax
(collectively, the "Excise Taxes"). The Town intends that this pledge
shall be a first lien upon the Excise Taxes as will be sufficient to
make the rental payments pursuant thereto. To the extent permitted by
applicable law, the Excise Taxes shall be retained and maintained so
that the amount received from the Excise Taxes all within and for the
next preceding fiscal year shall be equal to at least two (2) times
the total of rental payments payable thereunder in any current fiscal
year. If at any time the Excise Taxes will not be sufficient to pay
all current rental payments 'required pursuant to the Third Supplement
to Base Town Lease or if such amounts will not equal at least two (2)
times the rental payments in any current fiscal year, the Town shall
impose new exactions of the type of the Excise Taxes which shall be
part of the Excise Taxes or increase the rates for the Excise Taxes
currently imposed in order that (i) the Excise Taxes will be suffi-
cient to pay all current rental payments and (ii) such amounts will be
reasonably calculated to attain the level required as described
hereinabove.
(C) So long as any of the Series 2004 Bonds remain
outstanding and the principal and interest thereon shall be unpaid or
unprovided for, the Town shall not further encumber the Excise Taxes
pledged pursuant to Article III of the Third Supplement to Base Town
Lease on a basis equal to the first lien pledge unless the Excise
Taxes in the next preceding fiscal year shall have amounted to at
least three (3) times the highest combined interest and principal
requirements for any succeeding twelve (12) months' period for all of
the Series 1997 Bonds, the Series 2000 Bonds, the Series 2003 Bonds
and the Series 2004 Bonds then outstanding and any obligations issued
on a parity of lien therewith which may include any Additional Bonds
(as such term is defined in the Indenture) proposed to be secured by a
pledge of the Excise Taxes.
(D) The obligation of the Town to make the rental
payments provided for in Article I of the Second Supplement to Base
Town Lease is limited to payment from the Excise Taxes, and the
obligations of the Town under the Third Supplement to Base Town Lease
shall not constitute nor give rise'to a general obligation of the Town
or any claim against its ad valorem taxing powers, or constitute an
indebtedness within the meaning of any statutory or constitutional
debt limitation applicable to the Town.
Section 9. After any of the Series 2004 Bonds are deliv-
ered by the Trustee to the Purchaser thereof upon receipt of payment
therefor, this Resolution shall be and remain irrepealable until the
Series 1997 Bonds, the Series 2000 Bonds, the Series 2003 Bonds and
the Series 2004 Bonds and the interest thereon shall have been fully
paid, cancelled and discharged.
Section 10. If any section, paragraph, clause or provision
of this Resolution shall for any reason be held to be invalid or
unenforceable, the invalidity or unenforceability of such section,
paragraph, clause or provision shall not affect any of the remaining
provisions of this Resolution.
Section 11. Ail orders and resolutions or parts thereof,
inconsistent herewith, are hereby waived to the extent only of such
inconsistency. This waiver shall not be construed as reviving any
order or resolution or any part thereof.
Section 12. The immediate operation of this Resolution is
necessary for the financing of the Fifth Project and the Second
Refunding on the most attractive terms available to the Town and the
preservation of the public health and welfare; an emergency is hereby
declared to exist; this Resolution shall be in full force and effect
from and after its passage and approval by the Mayor and Council of
the Town as required by law and this Resolution is hereby exempt from
8
the referendum provisions of the constitution and laws of the State of
Arizona.
9
APPROVED AND ADOPTED BY THE MAYOR AND TOWN COUNCIL OF THE
TOWN OF MARANA, ARIZONA, THIS 6TH DAY OF JULY, 2004.
SIGNED AND ATTESTED THIS 6TH DAY OF JULY, 2004.
B bby S~t~n,~r , Mayor, Town of
Marana, Arizona
ATTEST:
APPROVED AS TO FORM:
~n of ~rana, Ari~
1448366.1-6/30/04
10