HomeMy WebLinkAboutReg 2006-04-17 Item 7 - Resolution - Cascade Water Alliance Bonds COUNCIL AGENDA SYNOPSIS
Initials ITEM NO.
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ITEM ,INFORMATION
CAS NUMBER: 06-044 I ORIGINAL AGENDA DATE.
AGENDA ITEM TITLE Resolution authorizing and directing the Mayor or his designee to execute
certifications, enter into a continuing disclosure undertaking, and do all things
necessary to enable Cascade Water Alliance to issue and sell its initial bonds.
CATEGORY Distwsston Motion Resolution Ordinance Bid Award Public Hearing Other
Mtg Date Mtg Date Mtg Date 4/17/06 Mtg Date Mtg Date Mtg Date Mtg Date
1 SPONSOR Council Mayor Adm Svcs DCD Finance Fire Legal P&R Police PIS'
SPONSOR'S Resolution authorizing and directing the Mayor to execute certifications, enter into a
SUMMARY continuing disclosure undertaking, and do all things necessary to enable Cascade Water
Alliance to issue and sell its initial bonds.
Due to time restraints, Councilmember Haggerton has requested that this Resolution be
placed directly on the Council Agenda.
REVIEWED BY COW Mtg. CA &P Cmte F &S Cmte Transportation Cmte
Utilities Cmte Arts Comm. Parks Comm. Planning Comm.
DATE.
RECOMMENDATIONS:
SPONSOR /ADMIN Approve the Resolution as presented.
COMMTI"IEE The Finance Committee will review the Resolution on April 17, 2006.
COST IMPACT FUND SOURCE
EXPENDITURE REQUIRED AMOUNT BUDGETED APPROPRIATION REQUIRED
$0 $0 $0
Fund Source:
Comments
MTG. DATE 1 RECORD OF COUNCIL ACTION
MTG. DATE I ATTACHMENTS
4/17/06 Information Memorandum to the Mayor from the Finance Director
Proposed Resolution
Draft closing certificates and agreements prepared by the law firm of Foster Pepper,
Bond Counsel to the Cascade Water Alliance
INFORMATION MEMO
To:
From:
Date:
Subject:
Mayor Mullet I J/J ~
Finance Director ~
Apn112,2006
Cascade Water Alliance Interlocal Ae:reement
ISSUE
The City of Tukwila is one entity of the eight-member consortium known as the Cascade Water Alliance
providing wholesale water to its current and future members in an environmentally safe and efficient
manner. Through extensive planning efforts over the last several years, Cascade is now ready to take the
next step into the future thr01Jgh a bond sale to provide the necessary infrastructure bringmg future supply to
its member agencies. This bond sale requires formal authorizatIOn from each member,
BACKGROUND
The CIty ofTukwila has been operating under the new supply contract of the Cascade Water AllIance
(CW A) since January of2004. Additionally, Cascade has completed an agreement with Tacoma for Second
Supply Water from the Green River basin, Cascade now has a planning document with a CapItal
Improvement program that includes a new supply pipeline slated to make Tacoma Second Supply water
available to all its members,
The Cascade Water Alliance bond issue will be closing in early May and has recently receive the AA3 rating
from Moodys. Under the Cascade Interlocal Agreement, each member has agreed to provide (1) a
continuing disclosure undertaking to Cascade that relates to certain SEC requirements, (2) "such other
certificates or verifications as are reasonably requested...in connectIOn with the Issuance" of Cascade bonds.
A formal resolution is needed from each ofthe members that will be merged into a single certIficate to be
signed before the Cascade bonds are sold on April 26 and closed two weeks later. Also necessary is a
closing letter from each member's attorney.
Form of Motion:
ACTION TAKEN: Authorize the Mayor or his designee to execute, in connection with the issuance of
Cascade's 2006 bonds, a continuing disclosure undertaking, an approval of City operating and financial
information in Cascade's official statement for those bonds, and such other certIficates or verifications as
Cascade may reasonably request.
RECOMMENDATION
Forward to the Regular Council meeting.
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City of Tukwila
Washington
Resolution No.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, AUTHORIZING AND DIRECTING THE MAYOR OR HIS
DESIGNEE TO EXECUTE CERTIFICATIONS, ENTER INTO A
CONTINUING DISCLOSURE UNDERTAKING, AND DO ALL THINGS
NECESSARY TO ENABL~ CASCADE WATER ALLIANCE TO ISSUE AND
SELL ITS INITIAL BONDS.
WHEREAS, the City of Tukwila (the "City") entered into an Interlocal Agreement
effective June 1, 1999, as amended and restated as of February 28, 2005 (the "Interlocal
Agreement"), relating to the creation of the Cascade Water Alliance ("Cascade"), and
WHEREAS, pursuant to the Interlocal Agreement, Cascade is authorized to issue
bonds for its purposes upon approval of the Cascade Board, and
WHEREAS, the Cascade Board has determined to issue its initial bonds in a
principal amount of approximately $58 million, to pay the costs of carrying out a
portion of the capital program described in its Watershed Management Plan, and
WHEREAS, pursuant to the Interlocal Agreement, debt service on the bonds will
be paid directly from net revenue of Cascade and, indirectly, from member charges to
be paid by the City and other members of Cascade; and
WHEREAS, the Interlocal Agreement includes a "step up" provision, which
provides that if any member fails to pay its share of member charges, the other
members shall pay to Cascade (in addition to its own member charges otherwise due)
the defaulting member's charges in proportion to each remaining member's share; and
WHEREAS, the City now desires to recognize the issuance of bonds by Cascade
and the City's responsibilities with respect thereto under the Interlocal Agreement, and
to authorize and direct the Mayor or his designee to sign closing certificates and a
continuing disclosure undertaking in connection with the bonds;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TUKWILA,
WASHINGTON, DO RESOLVE AS FOLLOWS:
Section 1. The City hereby acknowledges the issuance of approximately $58
million principal amount of bonds by Cascade, and acknowledges the City's
responsibilities with respect thereto set forth in the Interlocal Agreement. The City
authorizes and directs the Mayor or his designee to execute one or more certificates
with respect to:
A. Information regarding the City included in Appendix A to the Preliminary and
Final Official Statements for the bonds;
B. The absence of litigation with respect to the bonds and the City's obligations
under the Interlocal Agreement; and
C. The due authorization by the City of, and the validity of, the Interlocal
Agreement.
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In addition, the City hereby authorizes and directs The Mayor or his designee to
enter into an ongoing disclosure undertaking with respect to financial and operating
data regarding the City included in the Official Statement.
Section 2. The Mayor or his designee is authorized to take any actions and to
execute documents as in his judgment may be necessary or desirable in order to carry
out the terms of, and complete the Cascade bond issuance contemplated by, this
Resolution. All acts taken pursuant to the authority of this Resolution, but prior to its
effective date are hereby ratified,
PASSED BY THE CITY COUNCIL OF THE CITY OF TUKWILA, WASHINGTON,
at a Regular Meeting thereof this day of , 2006
ATTEST/ AUTHENTICATED'
Dennis Robertson, Council President
Jane E, Cantu, CMC, City Clerk
APPROVED AS TO FORM BY.
Filed with the City Clerk:
Passed by the City Council,
Resolution Number:
Office of the City Attorney
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[Form of Member Certificate, to be dated the date of the Purchase Agreement]
CERTIFICATE AND AGREEMENT OF THE [NAME OF MEMBER]
The (the" "), a and a Member of
the Cascade Water Alliance ("Cascade"), hereby certifies to Cascade and to Lehman Brothers
Inc. (the "Underwriter") as follows (capitalized terms used below but not defined have the
meanings assigned thereto in the Bond Purchase Agreement (the "Purchase Agreement")
between the Underwriter and Cascade):
1. The is a duly organized under the laws of the State of
Washington (the "State") and dulJ'i. authorized to own and to operate its water system as
described in the Preliminary Official'Statement and in the Official Statement and to provide this
Certificate and Agreement (the "Certificate") to Cascade and to the Underwriter.
2. The
has full legal right, power and authority:
(a) to execute and deliver this Certificate and to perform its obligations contained
herein;
(b) to execute and deliver the Closing Certificate and Agreement of the _ (the
"Member Closing Certificate");
(c to enter into and to perform its obligations under the Amended and Restated
Interlocal Contract, dated as of December 15, 2004 (the "Interlocal Contract" and together with
this Certificate, the "Member Documents"), among Cascade and the members named therein
(collectively, the "Members"); and
(d to approve the Member Information defined below, the use by Cascade of the
Member Information and the distribution by the Underwriter of Cascade's Preliminary Official
Statement and Official Statement to potential purchasers of the Bonds.
3. Attached to this Certificate IS a true and correct copy of the
[ordinance/resolution/motion] of authorizing the execution by of the
Interlocal Contract; such [ordinance/resolution/motion] was [enacted/adopted/passed] at a
meeting or meetings duly convened and held in all respects according to law; to the extent
required by law, due and proper notice of such meeting was given; a quorum was present
throughout such meeting; a legally sufficient number of votes were cast in the proper manner for
the [enactment, adoption or passage] of such [ordinance/resolution/motion]; and such
[ordinance/resolution/motion] is in full force and effect as of the date hereof and has not been
amended, superseded or repealed.
4. The has duly authorized the execution and delivery by the of,
and the performance by the of its obligations under, each of the Member Documents; each
of the Member Documents has been duly authorized, executed and delivered by the ; and
each of this Certificate and, assuming the due authorization, execution and delivery of the
Interlocal Contract by the other parties thereto, the lnterlocal Contract, is a legal, valid and
binding agreement of , enforceable in accordance with its terms, except as enforcement
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may be limited by bankruptcy, insolvency, reorganization and similar laws affecting the
enforcement of credItors' rights generally and by the application of equitable principles when
equitable remedies are sought,
5. The has approved the information concerning contained in
Appendix A and under the headings "THE MEMBERS- " and "MEMBER
COVENANTS UNDER THE INTERLOCAL CONTRACT" in Cascade's Preliminary Official
Statet:nent and in Cascade's Official Statement (collectively, the "Member Information").
6. As of the date of the Preliminary Official Statement and as of the date of the
Official Statement and this Certificate, the Member Information is true and correct and did not
and does not contain an untrue statement of a material fact or omit to state a material fact
necessary in order to make the staterhents therein, in the light of the circumstances under which
they were made, not misleading.
7. Each of the representations and warranties of contained in the Member
Documents is true and correct as of the date of this Certificate as if made on the date of this
Certificate.
8. If, between the date of the Purchase Agreement and the date 25 days following the
date of the Closing
(a) any event shall occur or any pre-existing fact or condItion shall become known
to that might or that would cause the Member Information, as then supplemented or
amended, to contain any untrue statement of a material fact or to omit to state a material fact
necessary to make the statements therein, in the light of the circumstances under which they were
made, not misleading, shall promptly notify Cascade thereof; and
(b) if, in the reasonable opinion of the Underwriter, such event, fact or condition
requires the preparation and publication of a supplement or amendment to the Official Statement,
at's expense will provide to Cascade a supplement or amendment to the
Official Statement in a form and in a manner approved by the Underwriter.
9. The historical financial information of contained or incorporated in the
Preliminary Official Statement and in the Official Statement fairly presents the financial position
of the Member['s water system] as of the dates indicated and the results of its operations for the
periods therein specified and are in conformity with generally accepted accounting principles
applicable to applied on a consistent basis; and there has been no material adverse
change in the financial condition or results of operations of ['s water system] or any
development involving a prospective material adverse change in or affecting the financial
position or results of operations of ['s water system] since the daters] thereof.
10. The execution and delivery by of this Certificate and of the Interlocal
Contract, the performance by of its obligations hereunder and thereunder and the
consummation of the transactions contemplated in the Member Documents and in the Official
Statement to be consummated on or before the date of the Closing do not confhct with, result m
a breach of or constitute a default under any of the terms or conditions of 's charter or
of any resolution, ordinance, mortgage, deed of trust, lease or other agreement or instrument to
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which is a party or by which it or any of its property is bound, or any laws, judgments,
decrees, rules or regulations applicable to of any court or other governmental body or
any other applicable requirement of law; and no consent, approval, authorization, order, permit,
registration or qualification of or with any such court or governmental agency or body was or IS
required for the execution and delivery of, and the performance by any of its
obligations under, either of the Member Documents or for the consummation by of the
transactions contemplated in the Interlocal Contract or the Bond Resolution to be consummated
at or prior to the date of the Closing.
11. There is no action, suit, proceeding, inquiry or investigation, at law or in equity,
before or by any court, government agency, public board or body, pending against or,
to the best of 's knowledge, threatened against
(a) affecting the existence of
members or officers to their respective offices, or
or its governing body or the titles of its
(b) contesting or affecting the powers of or its governing body with
respect to, or the validity or enforceability of, or any authority for the execution and delivery of
or the performance by _ of its obligations under, this Certificate or the lnterlocal Contract, or
( c) that might result in a material adverse change in the financial condition of
['s water system] or its ability to pay any of its obligations under the lnterlocal Contract,
or
(d) contesting the completeness or accuracy of the Member Information;
nor, to the best knowledge of , is there any basis for any action, suit, proceeding,
inquiry or investigation of the nature described in this Paragraph 11.
12. agrees to furnish such information, to execute such instruments and to take
such other action in cooperation with the Underwriter and not inconsistent with law, as may be
requested by the Underwriter to
(a) qualify the Bonds for offer and sale under the blue sky or other securities laws
and regulations of such states and other jurisdictions of the United States of America as may be
designated by the Underwriter and
(b) determine the eligibility of the Bonds for investment under the laws of such
states and other jurisdictions and shall cooperate with the Underwriter to continue such
qualifications in effect so long as required for the distribution of the Bonds;
provided, however, that in each case shall not be required to execute a
general consent to service of process or to qualify to do business in connection with any such
qualificatIOn or determination in any jurisdiction.
13. is not in breach of or in default under the Interlocal Contract and to its
knowledge, is not in material breach of or in material default under any loan agreement,
note, bond, resolution, ordinance, agreement or other instrument to which is, or on the
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date of the Closing will be, a party or to which or any of its properties or assets is
otherwise subject, and no event has occurred and is continuing that constitutes or that, with the
passage of time or the giving of notice, or both, would constitute a material breach of or material
default or event of default under any such resolution, ordinance, agreement, law, regulation or
instrument.
14. In each year in which the Member Charges _ is required to pay is 10 percent or
more _ of the sum of the Member Charges paid by all of the Members in such year, wIll
provide to Cascade, not later than _ days after the end of such year, updated historical financial
information and operating data of the type included as Member Information in Cascade's Official
Statement, in the form required to enable Cascade to comply with its obligations contained in
.
Cascade's Disclosure Certificate. . confirms that it has never defaulted in the
payment of principal of or interest on any of its debt obligations and that in the previous five
years it has never failed to comply with any previous undertaking specified in Paragraph (b)(5)
of the Rule.
15. agrees that any certificate signed by any officer of
to the Underwriter shall be deemed to be a representation and warranty by
Underwriter as to the statements made therein.
and delivered
to the
16. The officer of
Certificate on behalf of
signing this Certificate IS duly authorized to sign this
17. At the Closing, shall cause to be delivered to the Underwriter and to
Cascade the opinion of counsel to and the Member Closing Certificate and the other
documents and certificates required of the Member pursuant to Paragraph 7(e) of the Purchase
Agreement.
Dated this _ day of
,2006.
[Name of Member]
By'
Title:
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Exhibit B
[Form of Member Closing Certificate, to be dated the date of the Closing]
CLOSING CERTIFICATE AND AGREEMENT OF THE [NAME OF MEMBER]
The (the" "), a and a Member of
the Cascade Water Alliance ("Cascade"), hereby certifies to Cascade and to Lehman Brothers
Inc. (the "Underwriter") as follows. (capitalized terms used below but not defined have the
meanings assigned thereto in the Bond Purchase Agreement (the "Purchase Agreement")
between the Underwriter and Cascade):
I. Each of the representations and warranties of contained in its Member
Certificate is true and correct as of the date of this Closing Certificate as if made on the date of
this Closing Certificate.
2.
particular,
Certificate.
confirms its agreements contained in its Member Certificate, including in
's agreements contained in Paragraphs 8, 12 and 14 of the Member
3. The officer of signing this Closing Certificate is duly authorized to sign this
Closing Certificate on behalf of the
This _ day of
, 2006.
[Name of Member]
By:
Title:
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