APFA-2021-001 RESOLUTION NO._ APFA-2021 -001
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE ANAHEIM
PUBLIC FINANCING AUTHORITY AUTHORIZING THE EXECUTION
AND DELIVERY OF A GROUND LEASE, A LEASE AGREEMENT, AN
INDENTURE AND A BOND PURCHASE CONTRACT IN CONNECTION
WITH THE ISSUANCE OF ANAHEIM PUBLIC FINANCING
AUTHORITY LEASE REVENUE BONDS (WORKING CAPITAL
FINANCING), SERIES 2021A, AND ANAHEIM PUBLIC FINANCING
AUTHORITY LEASE REVENUE BONDS (WORKING CAPITAL
FINANCING),SERIES 2021B (FEDERALLY TAXABLE),AUTHORIZING
THE ISSUANCE OF SUCH SERIES A BONDS AND SUCH SERIES B
BONDS IN AN AGGREGATE PRINCIPAL AMOUNT OF NOT TO
EXCEED $210,000,000, AUTHORIZING THE DISTRIBUTION OF A
PRELIMINARY OFFICIAL STATEMENT AND AN OFFICIAL
STATEMENT IN CONNECTION THEREWITH AND AUTHORIZING
THE EXECUTION OF NECESSARY DOCUMENTS AND CERTIFICATES
AND RELATED ACTIONS
WHEREAS, the City of Anaheim (the "City") projects that, primarily as a result of the
impacts of the COVID-19 pandemic, for each of the next several fiscal years the City will likely
have insufficient general fund cashflow to timely pay capital expenditures or other normal
operating expenditures of the type payable from the City's general fund, resulting in negative
working capital for the City's general fund for each of such fiscal years;
WHEREAS, in order to address such projected negative working capital in its general
fund, the City will lease certain real property, and the improvements thereto (the "Property"), to
the Anaheim Public Financing Authority (the "Authority") pursuant to a Ground Lease (such
Ground Lease, in the form presented to this meeting,with such changes, insertions and omissions
as are made pursuant to this Resolution, being referred to herein as the"Ground Lease");
WHEREAS, the City will sublease the Property back from the Authority pursuant to a
Lease Agreement (such Lease Agreement, in the form presented to this meeting, with such
changes,insertions and omissions as are made pursuant to this Resolution,being referred to herein
as the"Lease Agreement");
WHEREAS, in order to provide the funds to the City to address such projected negative
working capital in its general fund, the Authority and the City desire that the Authority issue
not to exceed$210,000,000 aggregate principal amount of its Anaheim Public Financing Authority
Lease Revenue Bonds (Working Capital Financing), Series 2021A(the"Series A Bonds"), and its
Anaheim Public Financing Authority Lease Revenue Bonds (Working Capital Financing), Series
2021B (Federally Taxable) (the "Series B Bonds"), payable from the base rental payments (the
"Base Rental Payments") to be made by the City pursuant to the Lease Agreement (the Series A
Bonds and the Series B Bonds are collectively referred to as the "Bonds");
WHEREAS, in order to provide for the authentication and delivery of the Bonds, to
establish and declare the terms and conditions upon which the Bonds are to be issued and secured
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and to secure the payment of the principal thereof, premium, if any, and interest thereon, the
Authority, the City and U.S. Bank National Association, as Trustee (the "Trustee"), propose to
enter into an Indenture (such Indenture, in the form presented to this meeting,with such changes,
insertions and omissions as are made pursuant to this Resolution, being referred to herein as the
"Indenture");
WHEREAS, all rights to receive the Base Rental Payments will be assigned without
recourse by the Authority to the Trustee pursuant to the Indenture;
WHEREAS,the Board of Directors of the Authority has determined(a)that it could be in
the best interest of the Authority to secure the timely payment of the principal of and interest on
the Bonds by obtaining a municipal bond insurance policy with respect thereto, and (b) that
obtaining a reserve surety or reserve insurance policy for the Bonds in lieu of providing a cash
funded reserve therefor could be economically advantageous to the Authority;
WHEREAS, Goldman Sachs & Co. LLC (the "Representative"), on behalf of itself and
Wells Fargo Bank, National Association and BofA Securities, Inc., has presented a proposal, in
the form of a Purchase Contract by and among the Representative the Authority and the City, to
purchase the Bonds from the Authority (such Purchase Contract, in the form presented to this
meeting, with such changes, insertions and omissions as are made pursuant to this Resolution,
being referred to herein as the "Purchase Contract");
WHEREAS, a form of the Preliminary Official Statement to be distributed in connection
with the public offering of the Bonds has been prepared (such Preliminary Official Statement, in
the form presented to this meeting, with such changes, insertions and omissions as are made
pursuant to this Resolution,being referred to herein as the "Preliminary Official Statement");
WHEREAS, there have been prepared and submitted to this meeting forms of:
(a) the Ground Lease;
(b) the Lease Agreement;
(c) the Indenture;
(d) the Purchase Contract; and
(e) the Preliminary Official Statement;
WHEREAS, the Board of Directors of the Authority ("Board of Directors") desires to
authorize the execution of such documents and the performance of such acts as may be necessary
or desirable to effect the offering, sale and issuance of the Bonds;
WHEREAS, Section 5852.1 of the California Government Code (the "Government
Code")requires that the Board of Directors obtain from an underwriter,financial advisor or private
lender and disclose, in a meeting open to the public, prior to authorization of the issuance of the
Bonds, good faith estimates of(a) the true interest cost of the Bonds, (b) the sum of all fees and
charges paid to third parties with respect to the Bonds, (c) the amount of proceeds of the Bonds
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expected to be received net of the fees and charges paid to third parties and any reserves or
capitalized interest paid or funded with proceeds of the Bonds, and (d) the sum total of all debt
service payments on the Bonds calculated to the final maturity of the Bonds, plus the fees and
charges paid to third parties not paid with the proceeds of the Bonds;
WHEREAS,in compliance with Government Code Section 5852.1,the Board of Directors
has obtained from PFM Financial Advisors LLC, as the City's municipal advisor(the "Municipal
Advisor"), the required good faith estimates and such estimates are disclosed and set forth in
Exhibit A attached hereto; and
WHEREAS, all acts, conditions and things required by the laws of the State of California
to exist, to have happened and to have been performed precedent to and in connection with the
consummation of the transactions authorized hereby do exist, have happened and have been
performed in regular and due time, form and manner as required by law, and the Authority is now
duly authorized and empowered, pursuant to each and every requirement of law, to consummate
such transactions for the purpose, in the manner and upon the terms herein provided;
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the Anaheim
Public Financing Authority, as follows:
Section 1. The foregoing recitals are true and correct, and the Board of Directors so finds
and determines.
Section 2. The form of the Ground Lease, on file with the Secretary of the Authority (the
"Secretary"), is hereby approved. Each of the Chairperson of the Authority, the Vice-Chairman of
the Authority, and such other member of the Board of Directors as the Chairperson may designate,
the Executive Director of the Authority, the Treasurer of the Authority, the Secretary of the
Authority and such other officers of the Authority as the Executive Director may designate(each,
an "Authorized Officer") is hereby authorized, and any one of the Authorized Officers is hereby
directed,for and in the name of the Authority,to execute and deliver the Ground Lease in the form
submitted to this meeting, with such changes, insertions and omissions as the Authorized Officer
executing the same may require or approve, including, if all of the Bonds are issued as taxable
Bonds, such changes, insertions and omissions as are appropriate to reflect that the only Bonds
being issued are taxable Bonds, such requirement or approval to be conclusively evidenced by the
execution of the Ground Lease by such Authorized Officer.
Section 3. The form of the Lease Agreement, on file with the Secretary, is hereby
approved. Each of the Authorized Officers is hereby authorized, and any one of the Authorized
Officers is hereby directed, for and in the name of the Authority, to execute and deliver the Lease
Agreement in the form submitted to this meeting, with such changes, insertions and omissions as
the Authorized Officer executing the same may require or approve, including, if all of the Bonds
are issued as taxable Bonds, changing the designation of the Series B Bonds to "City of Anaheim
Public Financing Authority Lease Revenue Bonds (Working Capital Financing), Series 2021A
(Federally Taxable)," and with such other changes, insertions and omissions as are appropriate to
reflect that the only Bonds being issued are taxable Bonds, such requirement or approval to be
conclusively evidenced by the execution of the Lease Agreement by such Authorized Officer;
provided, however, that such changes, insertions and omissions shall not result in an aggregate
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principal amount of the Bonds payable from the Base Rental Payments in excess of$210,000,000,
shall not result in the term of the Lease Agreement terminating later than July 1, 2051 (provided
that such term may be extended as provided therein) and shall not result in the true interest cost
attributable to the Base Rental Payments exceeding 6.00%per annum.
Section 4. Subject to the provisions of Section 5 hereof, the issuance of(a) the Series A
Bonds, in an aggregate principal amount of not to exceed $210,000,000, and (b) the Series B
Bonds, in an aggregate principal amount not to exceed the remainder of(i) $210,000,000, minus
(ii) the aggregate principal amount of the Series A Bonds issued, on the terms and conditions set
forth in, and subject to the limitations specified in, the Indenture, be and the same is hereby
authorized and approved. The Bonds shall be dated, shall bear interest at the rates, shall mature on
the dates, shall be subject to call and redemption, shall be issued in the form and shall be as
otherwise provided in the Indenture, as the same shall be completed as provided in this Resolution.
Section 5. The form of the Indenture,on file with the Secretary, is hereby approved. Each
of the Authorized Officers is hereby authorized, and any one of the Authorized Officers is hereby
directed, for and in the name of the Authority, to execute and deliver the Indenture in the form
submitted to this meeting, with such changes, insertions and omissions as the Authorized Officer
executing the same may require or approve, including, if all of the Bonds are issued as taxable
Bonds, changing the designation of the Series B Bonds to "City of Anaheim Public Financing
Authority Lease Revenue Bonds (Working Capital Financing), Series 2021A (Federally
Taxable)," and with such other changes, insertions and omissions as are appropriate to reflect that
the only Bonds being issued are taxable Bonds, such requirement or approval to be conclusively
evidenced by the execution of the Indenture by such Authorized Officer; provided, however, that
such changes, insertions and omissions shall not result in (a) an aggregate principal amount of
Series A Bonds in excess of$210,000,000, shall not result in a final maturity date of the Series A
Bonds later than July 1, 2051 and shall not result in a true interest cost for the Series A Bonds in
excess of 5.00%, and (b) an aggregate principal amount of Series B Bonds in excess of the
remainder of(i) $210,000,000, minus (ii) the aggregate principal amount of the Series A Bonds
issued, shall not result in a final maturity date of the Series B Bonds later than July 1, 2051 and
shall not result in a true interest cost for the Series B Bonds in excess of 6.00%.
Section 6. The form of the Purchase Contract, on file with the Secretary, is hereby
approved. Each of the Authorized Officers is hereby authorized, and any one of the Authorized
Officers is hereby directed, for and in the name of the Authority, to execute and deliver the
Purchase Contract in the form presented to this meeting, with such changes, insertions and
omissions as the Authorized Officer executing the same may require or approve, including, if all
of the Bonds are issued as taxable Bonds, changing the designation of the Series B Bonds to"City
of Anaheim Public Financing Authority Lease Revenue Bonds (Working Capital Financing),
Series 2021A (Federally Taxable)," and with such other changes, insertions and omissions as are
appropriate to reflect that the only Bonds being issued are taxable Bonds, such requirement or
approval to be conclusively evidenced by the execution of the Purchase Contract by such
Authorized Officer;provided,however,that such changes,insertions and omissions shall not result
in an aggregate underwriter's discount (not including any original issue discount) from the
principal amount of the Bonds in excess of 0.50%of the aggregate principal amount of the Bonds.
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Section 7. The form of the Preliminary Official Statement,on file with the Secretary,with
such changes, insertions and omissions therein as may be approved by an Authorized Officer,
including, if all of the Bonds are issued as taxable Bonds, changing the designation of the Series
B Bonds to"City of Anaheim Public Financing Authority Lease Revenue Bonds(Working Capital
Financing), Series 2021A (Federally Taxable)," and with such other changes, insertions and
omissions as are appropriate to reflect that the only Bonds being issued are taxable Bonds, is
hereby approved,and the use of the Preliminary Official Statement in connection with the offering
and sale of the Bonds is hereby authorized and approved. The Authorized Officers are each hereby
authorized to certify on behalf of the Authority that the Preliminary Official Statement is deemed
final as of its date,within the meaning of Rule 15c2-12 promulgated under the Securities Exchange
Act of 1934 (except for the omission of certain final pricing, rating and related information as
permitted by said Rule).
Section 8. The preparation and delivery of a final Official Statement (the "Official
Statement"), and its use in connection with the offering and sale of the Bonds, be and the same is
hereby authorized and approved. The Official Statement shall be in substantially the form of the
Preliminary Official Statement, with such changes, insertions and omissions as may be approved
by an Authorized Officer, including, if all of the Bonds are issued as taxable Bonds, changing the
designation of the Series B Bonds to"City of Anaheim Public Financing Authority Lease Revenue
Bonds (Working Capital Financing), Series 2021A (Federally Taxable)," and with such other
changes, insertions and omissions as are appropriate to reflect that the only Bonds being issued are
taxable Bonds, such approval to be conclusively evidenced by the execution and delivery thereof.
Each of the Authorized Officers is hereby authorized, and any one of the Authorized Officers is
hereby directed, for and in the name of the Authority, to execute the final Official Statement and
any amendment or supplement thereto.
Section 9. The Board of Directors hereby approves the execution and delivery of all
agreements, documents, certificates and instruments referred to herein with electronic signatures
as may be permitted under the California Uniform Electronic Transactions Act and digital
signatures as may be permitted under Section 16.5 of the California.Government Code using
DocuSign.
Section 10. The Authorized Officers are each hereby authorized and directed (a)to apply
for municipal bond insurance for the Bonds of one or more maturities and to obtain such insurance
if the present value cost of such insurance is less than the present value of the estimated savings
with respect to interest on such Bonds resulting from the purchase of such insurance, (b) to apply
for and obtain a reserve surety or reserve insurance policy to satisfy the reserve requirement for
the Bonds, if obtaining such reserve surety or reserve insurance policy is economically
advantageous, and (c) with respect to any such policy or surety, the Authorized Officers are each
hereby authorized and directed, for and in the name and on behalf of the Authority, to enter into a
commitment letter agreement with the provider of such policy or surety agreeing to the conditions
to the issuance of such policy or surety by such provider set forth in such commitment letter
agreement, acknowledging the limitations to the obligations of such provider set forth therein and
accepting the manner in which any request for a renewal or continuation of such provider's
commitment to issue such policy or surety is to be made.
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Section 11. The Authorized Officers and their authorized deputies and agents of the
Authority are, and each of them is, hereby authorized and directed, for and in the name of the
Authority to do any and all things and to execute and deliver any and all documents which they or
any of them deem necessary or advisable in order to consummate the transactions contemplated
by this Resolution and otherwise to carry out, give effect to and comply with the terms and intent
of this Resolution.
Section 12. All actions heretofore taken by the Authorized Officers and their authorized
deputies and agents of the Authority with respect to the issuance and sale of the Bonds or in
connection with or related to any of the agreements or documents referred to herein, are hereby
approved, confirmed and ratified.
Section 13. This Resolution shall take effect immediately upon its adoption.
THE FOREGOING RESOLUTION was approved and adopted by the Board of Directors
of the Anaheim Public Financing Authority at a regular meeting of said Board of Directors held
on the 23rd day of March, 2021, by the following vote:
AYES: Chairman Sidhu and Authority Members Faessel, Diaz,
Brandman, Valencia, and O'Neil
NOES: None
ABSENT: Authority Member Moreno
ABSTAIN: None
ANAHEIM PUBLIC FINANCE
AUT ORITY
A, I L
1+j `SAN • T E BOARD OF
I) CTORS •F THE ANAHEIM
P11 :LIC FINANCING AUTHORITY
[SEAL]
ATTEST:
SECRE ARY OF THE BOARD OF
DIRECTORS OF THE ANAHEIM
PUBLIC FINANCING AUTHORITY
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EXHIBIT A
GOOD FAITH ESTIMATES
The good faith estimates set forth herein are provided with respect to the Bonds in
accordance with California Government Code Section 5852.1. Such good faith estimates have
been provided to the Authority by PFM Financial Advisors LLC,the City's municipal advisor(the
Municipal Advisor").
Principal Amount. The Municipal Advisor has informed the Authority that, based on the
City's financing plan and current market conditions, its good faith estimate of the aggregate
principal amount of the Bonds to be sold is $210,000.00 (the"Estimated Principal Amount").
True Interest Cost of the Bonds. The Municipal Advisor has informed the Authority that,
assuming that the Estimated Principal Amount of the Bonds is sold, and based on market interest
rates prevailing at the time of preparation of such estimate, its good faith estimate of the true
interest cost of the Bonds, which means the rate.necessary to discount the amounts payable on the
respective principal and interest payment dates to the purchase price received for the Bonds, is
3.62%.
Finance Charge of the Bonds. The Municipal Advisor has informed the Authority that,
assuming that the Estimated Principal Amount of the Bonds is sold, and based on market interest
rates prevailing at the time of preparation of such estimate, its good faith estimate of the finance
charge for the Bonds, which means the sum of all fees and charges paid to third parties (or costs
associated with the Bonds), is $877,500.
Amount of Proceeds to be Received. The Municipal Advisor has informed the Authority
that, assuming that the Estimated Principal Amount of the Bonds is sold, and based on market
interest rates prevailing at the time of preparation of such estimate, its good faith estimate of the
amount of proceeds expected to be received by the Authority for sale of the Bonds,less the finance
charge of the Bonds, as estimated above, and any reserves or capitalized interest paid or funded
with proceeds of the Bonds, is $186,696,257.94.
Total Payment Amount. The Municipal Advisor has informed the Authority that, assuming
that the Estimated Principal Amount of the Bonds is sold, and based on market interest rates
prevailing at the time of preparation of such estimate, its good faith estimate of the total payment
amount, which means the sum total of all payments the Authority will make to pay debt service
on the Bonds,plus the finance charge for the Bonds,as described above,not paid with the proceeds
of the Bonds, calculated to the final maturity of the Bonds, is $346,067,243.02, which excludes
any reserves or capitalized interest paid or funded with proceeds of the Bonds (which may offset
such total payment amount).
The foregoing estimates constitute good faith estimates only and are based on market
conditions prevailing at the time of preparation of such estimates. The actual principal amount of
the Bonds issued and sold, the true interest cost thereof, the finance charges thereof, the amount
of proceeds received therefrom and total payment amount with respect thereto may differ from
such good faith estimates due to (a) the actual date of the sale of the Bonds being different than
the date assumed for purposes of such estimates, (b) the actual principal amount of Bonds sold
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being different from the Estimated Principal Amount, (c) the actual amortization of the Bonds
being different than the amortization assumed for purposes of such estimates,(d)the actual market
interest rates at the time of sale of the Bonds being different than those estimated for purposes of
such estimates, (e) other market conditions, or (f) alterations in the City's financing plan, or a
combination of such factors. The actual date of sale of the Bonds and the actual principal amount
of Bonds sold will be determined by the Authority based on the timing of the need for proceeds of
the Bonds and other factors. The actual interest rates borne by the Bonds will depend on market
interest rates at the time of sale thereof. The actual amortization of the Bonds will also depend, in
part, on market interest rates at the time of sale thereof Market interest rates are affected by
economic and other factors beyond the control of the Authority.
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SECRETARY'S CERTIFICATE
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss.
CITY OF ANAHEIM )
I, THERESA BASS, Secretary of the Anaheim Public Financing Authority, do hereby certify that the
foregoing is the original Resolution No. APFA 2021-001 adopted at a regular meeting provided by
law, of the Anaheim Public Financing Authority held on the 23th day of March, 2021, by the following
vote of the members thereof:
AYES: Chairman Sidhu and Authority Members Faessel, Diaz, Brandman,
Valencia and O'Neil
NOES: None
ABSTAIN: None
ABSENT: Authority Member Moreno
IN WITNESS WHEREOF, I have hereunto set my hand this 24th day March, 2021.
rreilo
SECRET A 'Y OF THE ANAHEIM PUBLIC FINANCING
AUTHORITY
(SEAL)