HomeMy WebLinkAboutResolutions - 2007.01.04 - 28417MISCELLANEOUS RESOLUTION #07001 January 4, 2007
BY: FINANCE COMMITTEE - Mike Rogers, Chairperson
IN RE: RESOLUTION AUTHORIZING THE INSERTION OF NOTICE OF
INTENTION OF THE COUNTY OF OAKLAND TO ISSUE RETIREES HEALTH CARE
BONDS
TO THE OAKLAND COUNTY BOARD OF COMM:SSIONERS
Chairperson, Ladies and Gentlemen:
WHEREAS, the Board of Commissioners (the "Commission") of
the County of Oakland, Michigan (the "County"), wishes to issue
bonds for the purpose of providing funding for the Health Care
Trust Fund which has been or will be established to pay post-
employment health care benefits for public employee retirees of
the County as described in EXHIBIT A attached hereto (the
"Retirees Health Care Project"), pursuant to the terms of
Section 518 of Act No. 34, Public Acts of Michigan, 2001 as
amended ("Act 34"); and
WHEREAS, in order to expedite the Retirees Health Care
Project and the issuance of the retirees health care bonds (the
"Retirees Health Care Bonds"), it is necessary to insert a
Notice of Intention of the County of Oakland to Issue Retirees
Health Care Bonds pursuant to Act 34 in the Oakland Press,
Pontiac, Michigan; and
WHEREAS, there has been prepared and attached hereto as
APPENDIX I a form of notice entitled "NOTICE OF INTENTION OF THE
COUNTY OF OAKLAND TO ISSUE RETIREES HEALTH CARE BONDS AND NOTICE
OF RIGHT TO PETITION FOR REFERENDUM THEREON" (the "Notice of
Intention"); and
WHEREAS, the Oakland County Clerk shall be authorized to
insert the attached form of Notice of Intention in the Oakland
Press, Pontiac, Michigan.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF
COMMISSIONERS OF THE COUNTY OF OAKLAND, M:CHIGAN, AS FOLLOWS:
1. Approval of Plans: The preliminary plans and estimates
relating to the Retirees Health Care Project and identified in
EXHIBIT A attached hereto are hereby approved and ordered filed
with the County Clerk.
2. Insertion of Notice of Intent: It is hereby determined
that the Notice of Intention provides information sufficient to
adequately inform the electors and taxpayers of the County of
the nature of the obligations to be undertaken by the County by
the issuance of the Retirees Health Care Bonds and of their
right under Act 34 to file a petition requesting a referendum
election on the issuance of the Retirees Health Care Bonds.
3. Form of Notice of Intent: The form and content of the
Notice of Intention as set forth in Appendix I, are hereby
approved, and the Oakland County Clerk is hereby authorized and
directed to cause the Notice of Intention to be published once
in the Oakland Press, Pontiac, Michigan, a newspaper of general
circulation within the County which is hereby determined to be
the newspaper reaching the largest number of electors and
taxpayers of the County. The notice shall be inserted in an
advertisement at least one-quarter of a page in size.
4. Referendum Period: The referendum period within which
voters and taxpayers shall have the right to circulate petitions
is 60 days after publication of the notice of intention
authorized in paragraph 2.
5. Retention of Bond Counsel. The firm of Axe & Ecklund,
P.C., attorneys of Grosse Pointe Farms, Michigan, is hereby
retained to act as bond counsel for the County in connection
with the issuance, sale and delivery of the Retirees Health Care
Bonds.
6. Retention of Financial Consultants. Municipal
Financial Consultants Incorporated, Grosse Pointe Farms,
Michigan, is hereby retained to act as financial consultant and
advisor to the County in connection with the issuance, sale and
delivery of the Retirees Health Care Bonds.
7. Conflicting Resolutions. All resolutions and parts of
resolutions in conflict with the foregoing are hereby rescinded.
8. Effective Date. This Resolution shall become
effective immediately upon its adoption and the signing into law
of Enrolled House Bill No. 6694 passed in December of 2006 by
the Michigan Legislature and shall be recorded in the minutes of
the Board of Commissioners as soon as practicable after
adoption.
A roll call vote on the foregoing resolution was then taken, and
was as follows:
YES:
NO:
ABSTAIN:
The resolution was declared adopted.
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STATE OF MICHIGAN
) s s
COUNTY OF OAKLAND
CERTIFICATION
The undersigned, being the Clerk of the County of Oakland,
hereby certifies that the foregoing is a true and complete copy
of a resolution duly adopted by the County of Oakland Board of
Commissioners at its meeting held on the
day of , 200 , at which meeting a quorum was
present and remained through-Out and that an original thereof is
on file in the records of the County. I further certify that
the meeting was conducted, and public notice thereof was given,
pursuant to and in full compliance with Act No. 267, Public Acts
of Michigan, 1976, as amended, and that minutes of such meeting
were kept and will be or have been made available as required
thereby.
COUNTY CLERK
DATED: , 200
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EXHIBIT A
Retirees Health Care Project Description
The Retirees Health Care Project consists of a plan to issue
long-term general obligation debt to pre-fund long-term retiree
health care obligations and other post employment benefits paid
on behalf of Oakland County employees who retire from county
service and who have the adequate vesting and service benefit
level requirements. Based upon the most recent Actuarial
Valuation Report as of September 30, 2005, for the Oakland
County Retirees' Health Care Trust, the Trust is 35.3% funded
leaving an unfunded accrued liability of approximately
$486.7 million. Enrolled House Bill 6694 approved by the
Michigan State Legislature on December 15, 2006, enables the
county to issue general obligation bonds for an amount up to 75%
of the unfunded accrued liability. As a result of Oakland
County's AAA bond rating and based on market conditions, the
estimated average annual interest rate which will be secured for
the long-term debt issuance is expected to be significantly less
than the long-term investment rate of the Trust Fund and will
result in significant additional earnings on the Trust assets.
This in turn will reduce the annual costs which must be paid out
each year to meet the County's obligations to its retirees for
health care and other post-employment obligations.
Cost Estimates
Funds to be deposited with Trustee
& Financing Costs (Including Bond
Discount and Project Contingency) $365,000,000
Maximum amount of bonds to be issued: $365,000,000
Maximum term of bond issue: 21 years
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APPENDIX I
NOTICE OF INTENT:ON OF THE COUNTY OF OAKLAND
TO ISSUE NOT TO EXCEED $365,000,000 IN
RETIREES HEALTH CARE BONDS AND
NOTICE OF RIGHT TO PETITION FOR REFERENDUM THEREON
TO ALL ELECTORS AND TAXPAYERS OF
THE COUNTY OF OAKLAND:
NOTICE IS HEREBY GIVEN that the Board of Commissioners of
the County of Oakland, Michigan (the "County"), will authorize
the issuance of not to exceed $365,000,000 in Retirees Health
Care Bonds to provide for the increased funding of the Health
Care Trust Fund which has been established to pay post-
employment health care benefits for public employee retirees of
the County as described in Exhibit A below (the "Retirees Health
Care Project"). The Bond Resolution will provide further that
the County will finance seventy-five percent (75%) of the total
cost of the Retirees Health Care Project by the issuance of one
or more series of Retirees Health Care Bonds (the "Bonds")
pursuant to the provisions of Section 518 of Act No. 34, Public
Acts of Michigan, 20C1, as amended ("Act 34"). The maximum
amount of Bonds to be issued in one or more series shall not
exceed $365,000,000, the term of the Bonds shall not exceed 21
years and the Bonds shall bear interest at a rate or rates that
will result in a maximum net interest rate of not more than 6.5%
per annum. The maximum Retirees Health Care Project cost is
estimated at not to exceed $365,000,000.
FULL FAITH AND CREDIT AND TAXING POWER OF
THE COUNTY OF OAKLAND WILL BE PLEDGED
NOTICE IS FURTHER GIVEN that in the Bond Resolution the
County will obligate itself to make payments to the bond holders
in amounts sufficient to nay the principal of and interest on
the Bonds. The limited tax full faith and credit of the County
will be pledged for the making of such bond payments. Pursuant
to such pledge of its full faith and credit, the County will be
obligated to levy such ad valorem taxes upon all taxable
property in the County as shall be necessary to make bond
payments, which taxes, however, will be subject to applicable
statutory and constitutional limitations on the taxing power of
the County. In addition to its obligation to make payments on
the Bonds, the County will agree in the Bond Resolution to pay
all costs and expenses of operation and maintenance of the
Retirees Health Care Project and all expenses of the County
incidental to the issuance and payment of the Bonds, to the
extent such expenses are not payable from the proceeds of the
Bonds.
RIGHT TO PETITION FOR REFERENDUM
NOTICE IS FURTHER GIVEN to the electors and taxpayers of
the County to inform them of the right to petition for a
referendum on the question of issuing the bonds. The County
intends to issue the bonds without a vote of the electors
thereon. If, within 60-days after publication of this notice, a
petition for referendum requesting an election on the Bonds,
signed by not less than 5% or 10,000 of the registered electors
of the County, whichever is less, has been filed with the County
Clerk, the Bonds shall not be issued unless and until approved
by a majority of the electors of the County voting thereon at a
general or special election.
This notice is given by order of the Board of Commissioners
pursuant to Act 34. Further information may be obtained at the
office of the Oakland County Clerk, County Service Center,
Building #12 East, 1200 N. Telegraph, Pontiac, Michigan 48341.
EXHIBIT A
Retirees Health Care Project Description
The Retirees Health Care Project consists of a plan to issue
long-term general obligation debt to pre-fund long-term retiree
health care obligations and other post employment benefits paid
on behalf of Oakland County employees who retire from county
service and who have the adequate vesting and service benefit
level requirements. Based upon the most recent Actuarial
Valuation Report as of September 30, 2005, for the Oakland
County Retirees' Health Care Trust, the Trust is 35.3% funded
leaving an unfunded accrued liability of approximately
$486.7 million. Enrolled House Bill 6694 approved by the
Michigan State Legislature on December 15, 2006, enables the
county to issue general obligation bonds for an amount up to 75%
of the unfunded accrued liability. As a result of Oakland
County's AAA bond rating and based on market conditions, the
estimated average annual interest rate which will be secured for
the long-term debt issuance is expected to be significantly less
than the long-term investment rate of the Trust Fund and will
result in significant additional earnings on the Trust assets.
This in turn will reduce the annual costs which must be paid out
each year to meet the County's obligations to its retirees for
health care and other post-employment obligations.
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Cost Estimates
Funds to be deposited with Trustee
& Financing Costs (Including Bond
Discount and Project Contingency) $365,000,000
Maximum amount of bonds to be issued: $365,000,000
Maximum term of bond issue: 21 years
RUTH A. JOHNSON
COUNTY CLERK
DATED: [Date of Publication]
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Ruth Johnson, County Clerk
Os"
Resolution #07001 January 4, 2007
Moved by Rogers supported by Woodward the resolution be adopted.
AYES: Hatchett, Jacobsen, KowaII, Long, Middleton, Nash, Potter, Potts, Rogers, Scott, Spector,
Suarez, Woodward, Zack, Bullard, Burns, Coleman, Coulter, Crawford, Douglas, Gershenson,
Gingell, Gosselin, Gregory, Greimel. (25)
NAYS: None, (0)
A sufficient majority having voted in favor, the resolution was adopted.
STATE OF MICHIGAN)
COUNTY OF OAKLAND)
I, Ruth Johnson, Clerk of the County of Oakland, do hereby certify that the foregoing resolution is a true and
accurate copy of a resolution adopted by the Oakland County Board of Commissioners on January 4, 2007,
with the original record thereof now remaining in my office.
In Testimony Whereof, I have hereunto set my hand and affixed the seal of the County of Oakland at Pontiac,
Michigan this 4th day of January, 2007.