HomeMy WebLinkAboutResolutions - 2009.11.12 - 9903REPORT (MISC. 109277) November 12, 2009
BY: Finance Committee, Tom Middleton, Chairperson
IN RE: DEPARTMENT OF CENTRAL SERVICES AND DEPARTMENT OF FACILITIES MANAGEMENT —
RESOLUTION AUTHORIZING THE OAKLAND COUNTY BUILDING AUTHORITY TO FINANCE A
PROJECT TO CONSTRUCT A NEW ADMINISTRATIVE OFFICE AND TERMINAL BUILDING FOR THE
OAKLAND COUNTY INTERNATIONAL AIRPORT (OCIA) LOCATED IN OAKLAND COUNTY, MICHIGAN
To: The Oakland County Board of Commissioners
Chairperson, Ladies and Gentlemen:
The Finance Committee, having reviewed the above-referenced resolution, on November 5, 2009,
recommends that the lease contract, Appendix I, be amended in the third WHEREAS to read as follows.
WHEREAS, it is proposed that the Authority finance the total part of the cost of the
Project by the Issuance of building authority bonds payable from cash rental payments to be
made by the County to the Authority pursuant to this Lease and Act 31; and
Chairperson, on behalf of the Finance Committee, I move acceptance of the foregoing report.
FINANCE COMMITTEE
Ayes: Potts, Taub, Gingell, Greimel, Douglas, Long, Middleton
Nays: Zack, Coulter. Woodward
Absent: Potter
MISCELLANEOUS RESOLUTION 109277 November 12, 2009
BY: Planning and Budding Committee, John Scott, Chairperson
IN RE: DEPARTMENT OF CENTRAL SERVICES AND DEPARTMENT OF FACILITIES
MANAGEMENT - RESOLUTION AUTHORIZING THE OAKLAND COUNTY BUILDING AUTHORITY TO
FINANCE A PROJECT TO CONSTRUCT A NEW ADMINISTRATIVE OFFICE AND TERMINAL
BUILDING FOR THE OAKLAND COUNTY INTERNATIONAL AIRPORT (OCIA) LOCATED IN
OAKLAND COUNTY, MICHIGAN
TO THE OAKLAND COUNTY BOARD OF COMMISSIONERS
Chairperson, Ladies and Gentlemen:
WHEREAS, there have oeen prepared and presented to the Board of Commissioners (the
"Board") of the County of Oakland, Michigan (the "County'-), conceptual documents describing the project
to construct a new administrative office and terminal building for the Oakland County International Airport
(the 'OCIA") located in the County of Oakland (the "Project'), all as more fully described in EXHIBIT A to
the Lease Contract (as hereinafter defined), and a proposed Lease Contract between the County and the
Oakland County Building Authority (the "Authority") dated as of December 1, 2009 (the 'tease Contract"),
pursuant to which the Authority will construct, furnish aria equip the Project as contemplated by the terms
of Act No. 31. Public Acts of Michigan. 1948 (First Extra Session), as amended ("Act 31"). and lease the
Project to the County for a term not to exceed 50 years as permitted by Act 31: and
WHEREAS. it has been estimated that the period of usefulness of the Project to be not less than
35 years and that the total cost of constructing, furnishing and equipping the Project (as defined in the
Lease Contract) in an amount not to exceed 87,100,000 of which not to exceed $5,800,000 will be
provided by the proceeds from the sale of bonds by the Authority pursuant to Act 31: and
WHEREAS. the County proposes to undertake the Project and to request the Authority to incur
taxable or tax-exempt debt (the 'Reimbursement Obligations") to finance all or a portion of the costs of the
Project; and
WHEREAS, the County may make certain expenditures for said Project prior to issuance of the
Reimbursement Obligations and may wish to use the proceeds of the Reimbursement Obligations to
reimburse all or a portion of said expenditures; and
WHEREAS, it is in the public interest and for the public benefit that the County designate an
authorized officer for the purposes of declaring official intent of the County with respect to expenditures;
and
WHEREAS, tnere has been prepared and attached hereto as APPENDIX I a form of Lease
Contract and as APPENDIX II a form of notice entitled 'NOTICE OF INTENTION OF THE COUNTY OF
OAKLAND TO ENTER INTO A LEASE CONTRACT WITH THE OAKLAND COUNTY BUILDING
AUTHORITY AND NOTICE OF RIGHT TO PETITION FOR REFERENDUM THEREON" (the "Notice of
Intention").
NOW, THEREFORE. BE IT RESOLVED BY THE BOARD OF COMMISSIONERS OF THE
COUNTY OF OAKLAND, MICHIGAN, as follows:
1. The conceptual documents and estimates relating to the Project and identified in EXHIBIT
A to APPENDIX I hereto are hereby approved and ordered filed with the County Clerk.
2. The Lease Contract in the form of APPENDIX I hereto is hereby approved, and the
Chairman of the Board of Commissioners and the County Clerk are hereby authorized and directed to
execute and aeliver the same for and on beha:f of the County. Final plans and project description shall be
approved by the Planning and Building Committee of the Board of Commissioners before they are
attached to the Lease Contract to be executed.
3. 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 contractual obligations to
be undertaken by the County in the Lease Contract and of their right under Act 31 to The a petition
requesting a referendum election on the Lease Contract.
PLANNING & BUILDING COMMITTEE VOTE:
Main motion carried unanimously on a roll call vote.
Motion to directly refer this resolution to the Finance Committee carried on a voice vote.
4. The form and content of the Notice of Intention are hereby approved, and the 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 at least one third of a page in s ze.
5. The Treasurer of the County is hereby authorized to declare official intent of the County
with respect to reimbursement.
6. Each declaration of official intent shall be substantially in the form set forth in APPENDIX
III attached hereto and by this reference incorporated herein, and said form may be modified from time to
time on the advice of bond counsel to the County and as necessary to conform to requirements of our
reimbursement regulations as the same may be adopted by the Internal Revenue Service or amended
from time to time, or with the requirements of applicable rulings or regulations relating to tax-exempt
borrowings.
7. The Treasurer is hereby directed to file each declaration of official intent in the office of
the Oakland County Clerk. which location constitutes the customary location of the records of the Authority
which are available to the general public.
8. The Oakland County Clerk is further directed to assure that each declaration of intent is
continuously available during normal business hours of the County on every business day of the period
beginning the earlier of 10 days after the date of execution of said declaration of intent and ending on the
date of issuance of the Reimbursement Bonds,
9. The County Executive, if necessary, is authorized to file for approval to issue the bonds
from the State of Michigan. Department of Treasury ("Treasury"), to pay the related fee, and to execute
and deliver such other documents as may be requested by the Treasury.
10. All activities involved in the planning and construction of this Project under this resolution
shall comply with the standing rules of the Board of Commissioners.
BE IT FURTHER RESOLVED that the Chairperson of the Board of Commissioners is authorized
to fill in the blanks in Exhibit B to Lease Contract ; and Appendix III - Declaration of Intent prior to executing
and filing these documents with the Oakland County Clerk.
Chairperson, on oehalf of the Planning and Building Committee, I move the adoption of the
foregoing resolution.
PLANNING AND BUILDtfqG COMMITTEE
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APPENDIX I
LEASE CONTRACT
THIS F= FAITH AND CREDIT OENERAL OBLIGAT7ON LEASE CONTRACT
("Lease") mace as of December 1, 2309, by and between the OAKLAND
COUNTY BUILD:NG AUTHORITY the "Authority"), a building authority
organized and existing under and pursuant to the provisions of
Act No. 31, Public Acts of Michigan, 1949 (First Extra Session),
as amended ("Act 21"), and the COUNTY OF OAKLAND, a County of the
State of nchigan the "County",
E :
WHEREAS, the Authority has been incorporated by the County
pursuant to Act 21 for the purpose of acquiring, furnishing,
eeiuipping, cwnin2, improving, enlarging, operating and
maintaining a building or buildings, automobile parking lots or
structures, recrea'...ional facilities and stadiums, and the
necessary site or sites therefor, for the use of the County; and
WHEREAS, The County desires to undertake a project to
construct a new administrative office and terminal building for
the Oakland County international Airport (the 'OC:A") located in
the County of Oakland, as more fully described in EXHIBIT A to
this Lease (the "Project", and it is proposed that the Authority
undertake the Project; and
WHEREAS, it is proposed that the Authority finance part of
the cost of the Proect by the issuance of building authority
bonds payable from cash rental payments to be made by the County
to the Authority pursuant to this Lease and Act 31; and
WHEREAS, a description of the Project, and estimate of the
period of usefulness thereof and an estimate of the total cost of
the Project, all as set forth on EXHIBIT A to this Lease, have
been reviewed and approved by the Board of Commissioners of the
County; and
WHEREAS, in orde.t. to make possible the issuance of building
authority bonds to finance a portion of the total cost of the
Project, it is necessary under Act 31 for the parties to enter
into this Lease;
MEREFORE, IN CONSIDERATICN OF THE MUTUAL UNCERTATKINOS AND
ACRE NS SET FORTH 'E,ELOW, IS HEREBY AGREED BY AND BETWEEN
THE PARTIES TO TH:S LEASE AS FOLLOWS:
T. Authorization and issuance of Bonds. As soon as
practicable after the effective date of this Lease, the Authority
shall proceed to authorize and issue one or more series of its
building authority bonds in the aggregate principal amount of not
to exceed $5,800,000 (the "Bonds"), pursuant to and in accordance
with provisions of Act 31, for the purpose of constructing,
furnishing and equipping the Project. The Authority shall pledge
for the payment of the principal of and interest on the Bonds the
receipts frcm the cash rental payments described and required to
be paid by the County pursuant to this Lease. The Bonds of any
series shall be dated January 1, 2010 or the first day of any
later month in 2010 and the final maturity may be at any time up
to and including December 1, 2035 as the Authority shall approve
in the resolution authorizing issuance of the Bonds (the "Bond
Resolution"). The Bonds shall bear interest at a rate or rates
that will result in a net interest cost not exceeding 8% per
annum. Interest shall be payable semi-annually and shall begin
as specified in the Bond Resolution until maturity of the bonds
and shall mature in accordance with the Debt Retirement Schedule
set forth on EXHIBIT B to this Lease. Each date on which any
payment of principal of and/or interest on any bond is due is
referred to herein as a "Bond Payment Date." The Bonds may be
payable on the first day of a different month, if necessary, to
match rental income paid to the County.
The County and the Authority recognize and acknowledge that
(a) such Debt Retirement Schedule is based upon an assumed
interest rate and date of issuance of the Bonds and upon assumed
Bond Payment Dates, all as set forth in EXHIBIT B, (b) the Bond
Payment Dates will be specified in the Bond Resolution, (c) the
date and amount of each payment of cash rental required under
this Lease will be determined (subject to the limitations
expressed in the preceding paragraph of this Section) when the
Bond Resolution is adopted by the Authority and the Bonds are
sold, by applicatieln of the rate or rates of interest (that will
result in a net interest cost not exceeding 8% per annum)
actually borne by the Bonds.
The Bonds may be sold subject to redemption prior to
maturity at the option of the Authority with such redemption
premiums and upon such terms as shall be set forth in the Bond
Resolution.
:Jpon receipt of the proceeds of the sale of the Bonds, all
premium, capitalized interest, if any, and accrued interest
received from the purchaser or purchasers of the Bonds shall be
LLausfeLLed to a bond and interest redemption fund, and the
balance of such proceeds shall be deposited into a constructon
fund, each of which shall be established by the Bond Resolution
and maintained as a separate depository account of the Authority.
The money in the crol9truction fund shall be used to pay costs of
the Project, and upon payment of all such costs, any excess money
in the construction fund will be used as provided in Section 4.
In the event that for any reason after the date upon which
this Lease is executed, but before the Bonds have been issued, it
appears to the County and the Authority that the part of the
Project to be paid by bond proceeds can be equipped for less than
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$5,800,000, or the County shall be able to make payment in
advance on the cash rental payments payable pursuant to this
Lease, the Authority may reduce the amount of bonds to be issued
in multiples of $5,000 and reduce the annual maturities or the
years of maturities.
7 . Transfer of Title to and Completion of Project. As
soon as practicable after the Bonds have been sold, the County
shall transfer title to the Project to the Authority, and the
Authority shall commence the Project. The plans, cost estimate
and estimated period of usefulness for the Project, all of which
have been filed with the County Clerk and the Secretary of the
Authority, are hereby approved and adopted. The Project shall be
implemented in suhstan-lal accordance with such plans which are
incorporated as part of (but not attached to) this Lease. No
major changes in such plans shall be made without the written
approval first by the County and then by the Authority.
3. Increased Project Costs. In the event that it shall
appear, upon determining the costs for the construction of the
Project and after issuance of the Bonds, that the Project cannot
be completed at the estimated cost, the Authority shall
immediately so notify the County. The County may elect to pay
the increased cost in cash to the Authority in which event the
amount of such cash payment shall be deposited in the
construction fond for the Project and the Authority shall proceed
to construct and complete the Project. In the alternative, the
County and the Authority may agree, by an amendment to this
Lease, that additional bonds shall be issued by the Authority in
an amount sufficient to pay the increased Project costs. If,
after the sale and issuance of the Bonds, it shall become
necessary to raise additional funds to pay for an increase in the
Project costs and this Lease cannot be amended to provide for the
issuance of additional bonds, or if for any other reason
additional bonds cannot be issued, the County shall pay to the
Authority in cash an amount which will be sufficient to enable
the Authority to complete the Project in accordance with the
plans of the Project.
4. Funds Remaining After Completion. Any unexpended
balance of the proceeds of the sale of the Bonds remaining after
completion of the Project may be used to improve or enlarge the
Project upcn the approval of thu Planning and Building Committee
of the Board of Commissioners provided that such use of the funds
in the construction fund has been approved by the Municipal
Finance Division of the Michigan Department of Treasury, if
necessary, and the County. Any unexpended balance not so used
shall be paid into the bond and interest redemption fund, and the
County shall receive a credit against the cash rental payments
next due under this Lease to the extent of the moneys so
deposited in the manner provided in the Bond Resolution.
5. Insurance Requirpmpnts The Authority shall requj,re
any contractor or contractors for the Project to furnish all
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necessary bonds guaranteeing performance and all labor and
material bonds and all owner's protective, workers' compensation
and liability insurance required for the protection of the
Authority and the County. Such bonds and insurance, and the
amounts thereof, shall be subject to approval of the County on
the advice of its counsel. The Authority also shall require a
sufficient fidelity bond from any person handling funds of the
Authority.
6. Lease Term; Possession; Reconveyance. (a) The Authority
does hereby lease the Project to the County for a term commencing
on the effective date of this Lease (determined as provided in
Section 22) and ending on December 31, 2035, or such earlier or
later date as the principal of and premium, if any, and interest
on the Bonds, the fees and expenses of the paying agent for the
Bonds and all amounts owing hereunder have been paid in full, but
in any event the term of this Lease shall not exceed 50 years.
Possession of the Project shall vest in the County upon the
execution of the Lease. At the end of the term of this Lease,
the Authority shall convey to the County all of its right, title
and interest in and to the Project and any lands, easements or
rights-of-way appertaining thereto, and upon such conveyance,
this Lease shall terminate, and the Authority shall have no
further interest in, or obligations with respect to, the Project.
(b) The County shall, upon the terms and conditions
set forth in this Lease, acquire and convey to the Authority all
lands, buildings, tenements, hereditaments, easements and rights-
of-way necessary to enable the Authority to complete the Project
in accordance with the plans.
7. Cash Rental; Pledge of Full Faith and Credit. The
County hereby agrees to pay to the Authority as cash rental for
the Project such periodic amounts as shall be sufficient to
enable the Authority to pay the principal of and interest on the
Bonds as such principal and interest shall become due, whether at
maturity or by redemption. For so long as any bonds are
outstanding, the County shall pay to the Authority, on the Bond
Payment Date, an amount sufficient to pay the principal and/or
interest due on the Bonds on such Bond Payment Date.
The County hereby pledges its full faith and credit for the
payment of the cash rental when due and agrees that it will levy
each year such ad valorem taxes as shall be necessary for the
payment of such cash rental, which taxes, however, will be
subject to applicable constitutional and statutory limitations on
the taxing power of the County, and which shall not be n an
amount or at a rate exceeding that necessary to pay its
contractual obligation pursuant to this Lease. If the County, at
the time prescribed by law for the making of its annual tax levy,
shall have other funds on hand which have been set aside and
earmarked for payment of its obligations under this Lease for
which a tax levy would otherwise have to be made, then the tax
levy shall be reduced by the amount of such other funds. Such
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other funds may be raised from any lawful source. The obligation
of the County to make such cash rental payments shall not be
subject to any set-off by the County nor shall there be any
abatement of the cash rental payments for any cause, including,
but nut limited to, casualty that results in the Project being
untenantable.
S. Expenses of Issuing and Payment of Bonds. The
Authority shall pay from the proceeds of the sale of any series
of the Bonds all expenses incurred with respect to the issuance
of the Bonds. The County agrees to pay to the Authority, in
addition to the cash rental provided for in Section 7, all
expenses incurred with respect to the issuance and payment of the
Bonds, to the extent not so paid from the proceeds from the sale
of the Bonds. The obligation of the County to make such payments
shall be a general obligation of the County.
9. Preliminary Expenses of the County. Upon the sale of
the Bonds, the County shall give the Authority a full and
complete accounting of the preliminary costs and expenses
incurred on or before that date by the County in connection with
the Project, and the Authority shall thereupon reimburse the
County for such costs and expenses to the extent that such costs
and expenses were included in the portion of the total cost of
the Project to be paid from bond proceeds.
10. Maintenance and Repairs. The County shall, at its own
expense, operate and maintain the Project and shall keep the same
in good condition and repair. Operation and maintenance shall
include but not be limited to) the providing of all personnel,
equipment and facilities, all light, power, heat, water,
sewerage, drainage and other utilities, and all properties and
services of whatever nature, as shall be necessary or expedient
in the efficient and lawful operation and maintenance of the
Project. Premiums for insurance required to be carried upon or
with respect to the Project or the use thereof and taxes levied
upon either party hereto on account of the ownership or use of
the Project, or on account of rentals or income from the Project,
shall likewise be deemed operation and maintenance expenses. The
obligation of the County to pay all costs and expenses of the
operation and maintenance of the Project shall be a general
obligation of the County.
11. Property Insurance and Insurance Proceeds. The County
shall provide, at its own expense, fire and extended coverage
insurance in an amount which is at least equal to the amount of
bonds outstanding from time to time or to the amount of the full
replacement cost of the Project if that amount be less than the
amount of bonds outstanding. Such insurance shall be payable to
the County and the Authority as their interests may appear and
shall be made effective from the date of commencing acquisition
of the Project. In the event of the partial or total destruction
of tfte Project during or after acquisition and construction, or
if the Project is for any reason made unusable, the cash rental
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payments provided in Section 7 shall continue unabated. The
County shall have the option to use the proceeds of insurance, in
the event of loss or damage to the Project, for the repair or
restoration of the Project. If the County shall determine not to
use the proceeds of insurance for the repair or restoration of
the Project, the amount of such insurance proceeds shall be held
by the County until it is paid to the Authority and deposited in
the bond and interest redemption fund (as required by Paragraph
1), and the County shall receive appropriate credits on future
cash rental payments due under this Lease.
12. Liability Insurance. The County shall provide and
maintain during the term of this Lease adequate liability
insurance or self insurance protecting the County and the
Authority against loss on account of damage or injury to persons
or property, imposed by reason of the ownership, possession, use,
operation, 14LaiiiLe1a11ee or repair of the Project and the site of
the Project, or resulting from any acts of omission or commission
on the part of the County or the Authority or their respective
officers, employees or agents in the connection with the Project
and shall, to the extent permitted by law, indemnify, hold
harmless and defend the Authority, its officers, employees or
agents against any and all claims for any such damage or injury.
Such insurance shall be made effective from the date acquisition
of the Project commences.
13. No Unlawful Use Permitted. The Project shall not be
used or permitted to be used in any unlawful manner or in any
manner which would violate the provisions of any contract or
agreement between the County or the Authority and any third
party. To the extent permitted by law, the County shall hold the
Authority harmless and keep it fully indemnified at all times
against any loss, injury or liability to any persons or property
by reason of the use, misuse or non-use of the Project or from
any act or omission in, on or about the Project. The County
shall, at its own expense, make any changes or alterations in, on
or about the Project which may be required by any applicable
statute, charter, ordinance or governmental regulation or order
and shall save the Authority harmless and free from all costs or
damages with respect thereto.
14. Alterations of Project. The County, in its sole
discretion, may install or construct in or upon, or may remove
from the Project, any equipment, fixtures or structures, and may
make any alterations to or structural changes in, the Project as
the County may desire in accordance with the standing rules of
the Board of Commissioners.
15. Right of Inspection. The Authority, through its
officers, employees, or agents, may enter upon the Project at any
reasonable time during the term of this Lease for the purpose of
inspecting the Project and determining whether the County is
complying with the covenants, agreements, terms and ccnditfons of
this Lease.
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16. Contractual Rights of Bondholders. Inasmuch as this
Lease, and particularly the obligation of the County to make cash
rental payments to the Authority, provides the security for
payment of the principal of and interest on the Bonds, it is
hereby declared that this Lease is made for the benefit of the
holders from time to time of the Bonds as well as for the benefit
of the parties and that such holders shall have contractual
rights under this Lease. In the event of any default under this
Lease on the part of the County, the Authority and the holders of
the Bonds shall have all rights and remedies provided by law,
including in particular all rights and remedies provided by
Act 31. The parties further agree that they will not do, or
permit to be done, any act, and that this Lease will not be
amended in any manner, which would impair the security of the
Bends or the rights of the holders of the Bonds. An amendment of
this Lease to authorize the issuance of additional bonds and
providing the payment of additional cash rentals for the payment
of such bonds shall not be deemed to impair the security of the
Bonds or the rights of the holders of the Bonds.
17. Appurtenant Facilities. The site on which this Project
is to be located includes, or will include, roadways, walks,
drives, parking areas and landscaping which are of benefit to and
necessary to the full use and enjoyment of the Project, and it is
hereby agreed that so long as any bonds remain outstanding and
unpaid, such appurtenant facilities will be maintained in good
repair and condition by the County or by its lessees and
available to the users and occupants of the Project.
18. Successors and Assigns. This Lease shall inure to the
benefit of, and be binding upon, the respective parties hereto
and their successors and assigns, provided, however, that no
assignment shall be made in violation of the terms of this Lease
nor shall any assignment be made which would impair the security
of the Bonds or the rights of the holders of the Bonds.
19. Abandonment of Project. In the event the Bonds to
finance the Project cannot be or are not issued by the Authority
on or before December 31, 2011, the Project shall be abandoned,
the County shall pay from available funds all expenses of the
Authority incurred to the date of abandonment, and neither party
shall have any further obligations under this Lease.
20. Consents, Notices, Etc. The right to give any consent,
agreement or notice required or permitted in this Lease shall be
vested, in the case of the County, in its Board of Commissioners,
and in the case of the Authority, in its Commission. Any notice
required or permitted to be given under this Lease shall be given
by delivering the same, in the case of the County, to the County
Clerk, and in the case of the Authority, to any member of its
Commission.
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21. Changes in Law or Corporate Status. In the event there
shall occur changes in the Constitution or statutes of the State
of Michigan which shall affect the organization, territory,
powers or corporate status of the County, the terms and
provisions of this Lease shall be unaffected thereby insofar as
the obligation of the County to make the cash rental payments is
concerned. The proceeds of any sale or other liquidation of any
interest of the County or the Authority in the Project are hereby
impressed with a first and prior lien for payment of any
outstanding bonds or ether obligations of the Authority incurred
by reason of the Project or any additions or improvements
thereto.
22. Effective Date of Lease. This Lease shall become
effective on the 61st day after publication of a Notice of
Intention in the Oakland Press, a newspaper published in Pontiac,
Michigan, as required by Act 31, provided that if a petition for
a referendum is filed as provided in (and meeting all
requirements of) Section 8b of Act 31, then this Lease shall not
become effective unless and until approved by a majority of the
electors of the County voting thereon at a general or special
election.
23. Undertaking to Provide Continuing Disclosure. The
County and the Authority hereby covenant and agree, for the
benefit of the beneficial owners of the Bonds, to enter into a
written undertaking (the "Undertaking") required by SEC Rule
15c2-12 promulgatpd by the Securities and Exchange Commission
pursuant to the Securities and Exchange Act of 1934 (the "Rule")
to provide continuing disclosure of certain financial information
and operating data and timely notices of the occurrence of
certain events in accordance with the Rule. The undertaking
shall be in the form attached to the official statement for the
Bonds. This Undertaking shall be enforceable by the beneficial
owners of the Bonds or by the Purchaser(s) on behalf of such
beneficial owners (provided that the Purchaser(s) right to
enforce the provisions of this Undertaking shall be limited to a
rignt to obtain specific enforcement of the obligatiens hereunder
and any failure by the County and the Authority to comply with
the provision of this Undertaking shall not be an event of
default with respect to the Bonds).
The County Treasurer and the chairperson or Treasurer of the
Authority, or other officer of the County or Authority charged
with the responsibility for issuing the Bonds, shall provide a
Continuing Disclosure Certificate for inclusion in the transcript
of proceedings, setting forth the details and terms of the
County's and Authority's Undertaking.
IN WITNESS WHEREOF, the OAKLAND COUNTY BUILDING AUTHORITY,
by its Commission, and the COUNTY OF OAKLAND, by its Board of
Commissioners, have caused this Lease to be signed by their duly
authorized officers, and their seals to be affixed hereto, all as
of the day and year first above written.
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WITNESSES TO SIGNATURES OAKLAND COUNTY BUILDING AUTHORITY
OF AUTHORITY OFFICERS:
By:
Chairperson of its Commis sion
By:
Secretary of its Commission
WITNESSES TO SIGNATURES COUNTY OF OAKLAND
OF COUNTY OFFICERS:
By:
Chairperson, Board of Comrissioners
By:
County Clerk
las.ri-oak213
9
STATE OF MICHIGAN)
)ss.
COUNTY OE OAKLAND)
On this day of , before me appeared
and , to me personally known,
who being by me duly sworn, did each say that they are,
respectively, the Chairperson and the Secretary of the Conunission
of the OAKLAND COUNTY BUILDING AUTHORITY and that the foregoing
Lease Contract was signed and sealed by them on behalf of the
Authority by authority of its Commission, and that such persons
acknowledged such instrument to be the free act and deed cf the
Authority.
Notary Public, Oakland County,
Michigan
My Commission Expires:
(Seal)
STATE OF MICHIGAN)
COUNTY OF OAKLAND)
On this day of , before me
appeared and , to me
personally known, who being by me duly sworn, did each say that
they are, respectively, the Chairman of the Board of
Commissioners and the County Clerk of the COUNTY OF OAKLAND and
that the foregoing Lease Contract was signed and sealed by them
on behalf of the County by authority of its Board of
Commissioners, and that such persons acknowledged such instrument
to be the free act and deed of the County.
Notary Public, Oakland County,
Michigan
My Commission Expires:
(Seal)
Instrument Drafted By:
John R. Axe
Axe & Ecklund, P.C.
21 Kercheval, Suite 360
Grosse Pointe Farms, Michigan 48236
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las.rl-cak213
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EXHIBIT A to LEASE CONTRACT
Project Description:
OCIA Terminal Building/Project Description
This project will construct a new administrative office and
terminal building of approximately 18,000 square feet on the site
of tne existing 50 year old building. The building will house
the Airport administrative and the Customs and Boarder Protection
(CB?) functions for the airport. The new building will be the
County's first LEED Certified project and will showcase local and
Michigan emerging energy technologies.
The new building will serve as the County's gateway from the air.
Design provisions in the new building include a small conference
center that can be used by Oakland County Economic Development as
a first stop introduction to the County when potential businesses
arrive by air to consider Oakland County as a corporate location.
The address of the project is:
6500 Highland Road, Waterford, Michigan 48327
Preliminary Project Cost Estimate:
Construction Costs, Financing Costs
(including bond discount) $7,100,00G
Less Amounts Contributed from the
Airport Fund and/or from Grants 1,300,000
Total Bond Issue Size (not to exceed) $5,800,000
Period of Usefulness
Not less than 35 years
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EXHIBIT B
to
LEASE CONTRACT
OAKLAND BUILDING AUTHORITY PROJECT
SCHEDULE OF PRINCIPAL AND INTEREST
DOE AMOUNT
TOTAL
APPENDIX II
NOTICE OF INTENTION OF THE COUNTY OF OAKLAND
TO ENTER INTO A LEASE CONTRACT WITH THE
OAKLAND COUNTY BUILDING AUTHORITY AND NOTICE
OF RIGHT TO PETITION FOR REFERENDUM THEREON
TO ALL ELECTORS AND TAXPAYERS OF
THE COUNTY OF 0A-:cLAND:
NOTICE IS HEREBY GIVEN that the Board of Commissioners of
the County of Oakland, Michigan (the "County"), has authorized
the execution of a full faith and credit general obligation lease
contract (the "Lease") between the County and the Oakland County
Building Authority (the "Authority"). The Lease provides, among
other things, for the following purposes: See Exhibit A to be
located at: See Exhibit A (the "Project"). The Lease provides
further that the Authority will finance all or a portion of the
total cost of the Project by the issuance of one or more series
of building authority bonds (the "Bonds") pursuant to the
provisions of Act No. 31, Public Acts of Michigan, 1948 (First
Extra Session), as amended ("Act 31"), in anticipation of the
receipt of cash rental payments to be made by the County to the
Authority pursuant to the Lease. The maximum amount of bonds to
be issued in one or more series shall not exceed $5,800,000, the
term of the Lease shall not exceed 35 years and the Bonds shall
bear interest at a rate or rates that will result in a net
interest cost of not more than 8% per annum.
FULL FAITH AND CREDIT AND TAXING POWER OF
THE COUNTY OF OAKLAND WILL BE PLEDGED
NOTICE IS FURTHER GIVEN that in the Lease the County will
obligate itself to make cash rental payments to the Authority in
amounts sufficient to pay the principal of and interest on the
Bonds. The full faith and credit of the County will be pledged
for the making of such cash rental 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 such cash rental 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 cash rental payments, the
County will agree in the Lease to pay all costs and expenses of
operation and maintenance of the Project and all expenses of the
Authority 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 entering into the Lease. The County intends
1
to enter into the Lease wthout a vote of the electors thereon,
but the Lease shall not become effective until 60 days after
publication of this notice. If, within 45-days after publication
of this notice, a petition for referendum requesting an election
on the Lease, signed by not less than 10% or 15,000 of the
registered electors of the County, whichever is less, has been
filed with the County Clerk, the Lease shall not become effective
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 31. Further information may be obtained at the
office of the Oakland County Clerk, County Service Center, 1200
N. Telegraph Rd., Pontiac, Michigan 48341.
EXHIBIT A
PROJECT DESCRIPTION
Project Description:
OCIA Terminal Building/Project Description
This project will construct a new admlniqtrative office and
terminal building of apprnximAtely 18,000 square feet on the site
of the existing 50 year old building. The building will house
the Airport administrative and the Customs and Boarder Protection
(CBP) functions for the airport. The new building will be the
County's first LEED Certified project and will showcase local and
Michigan emerging energy technologies.
The new building will serve as the County's gateway from the air.
Design provisions in the new building include a small conference
center that can be used by Oakland County Economic Development as
a first stop introduction to the County when potential busines5es
arrive by air to consider Oakland County as a corporate location.
The address of the project is:
6500 Highland Road, Waterford, Michigan 48327
2
1,300,000
$5,800,000
Preliminary Project Cost Estimate:
Construction Costs, Financing Costs
(including bond discount)
Less Amounts Contributed from the
Airport Fund and/or from Grants
Total Bond issue Size (not to exceed)
Period of Usefulness
Not less than 35 years
Ruth A. Johnson
Oakland County Clerk
DATED: Date of Publication]
las.ri-oak213
$7,100,000
3
APPENDIX III
FORM OF DECLARATION
OF OFFICIAL INTENT
I, the undersigned of the County of Oakland,
Michigan, do hereby certify as follows:
1. I am an officer of the County authorized to declare
official intent of the County to reimburse expenditures made,
prior to the issuance of debt, from the proceeds of said debt.
2. This Declaration relates to the following expenditures
(the "Expenditures "):
Amount General Purpose
3. The Expenditures are with respect to property (the
"Property ") having:
(A) the following general character, type or purpose:
(B) the following size, quantity or cost:
and
(C) a reasonably expected economic life at least one
(1) year.
4. X understand that a substantial deviation between the
above description of the Property for which the Expenditures are
being made and the actual Property which is acquired or
construc.tRd will invalidate this declaration of official intent
with the result that any proceeds of tax -exempt debt which are
used to reimburse for the Expenditures will not be deemed to have
been expended upon such reimbursement.
5. The County intends to reimburse the Expenditures by
incurring taxable or tax -exempt debt (the "Reimbursement
Obligations ").
6. The expected source of funds that will be used to pay
the Expenditures is as follows: issuance of up to $ of
Building Authority Bonds by the Oakland County Buildj.ng
Authority.
7. The expected source of funds to be used to pay debt
service on the Reimbursement Obligation is as follows: payment
made by the Oakland County through the
Oakland County General Fund.
8. This declaration of intent is consistent with the
budgetary and financial circumstances of the County as of the
date hereof in that there are no funds which are now or are
reasonably expected to be, (A) allocated on a long-term basis,
(B) reserved or (C) otherwise available pursuant to the County's
budget, to pay the Expenditure.
9. The County does not have a pattern of failure to
reimburse expenditures for which official intent has been
declared in that at least seventy-five percent (75%) of all
expenditures made after , for which the County has
declared an intent to reimburse from the proceeds of taxable or
tax-exempt debt have been, or are expected to be, so reimbursed.
10. 1 acknowledge that in the event that the Ccunty fails
to use the proceeds of Reimbursement Obligations issued within
three (3) years of the date hereof to reimburse expeadit_ures the
same may adversely affect the ability of the County to use the
proceeds of tax-exempt obligations in the future to reimburse for
expenditures made prior to the issuance of such obligations.
11. I further acknowledge that unless the Expenditures
constitute preliminary expenditures (in the nature of architect
services and soil testing but excluding land acquisition) for the
Property not in excess of ten percent (10%) of the expected cost
of the project at which the Property constitutes a part, the
Expenditures will be paid within not in excess of two (2) years
following the date hereof or, as an alternative, this declaration
of intent will be renewed.
12. I further acknowledge that it is expected that the
proceeds of Reimbursement Obligations will be used for
reimbursement of each Expenditure not later than (A) the date
that is one (1) year after the date on which such Expenditure is
paid or (B) the date that is one (1) year after the date on which
the Property is placed in service.
13. : further acknowledge that I will assure that the
allocation referenced in item 12 (A) will be evidenced by an
entry on the records of the County maintained with respect to the
Reimbursement Obligations, (B) will cpei -airAlly identify the
Expenditure being reimbursed, and C) on the advice of the
appropriate counsel will be sufficient to relieve the allocated
proceeds of the Reimbursement Obligations covered by such entry
from any restrictions under the relevant legal documents and
applicable state law that apply only to unspent proceeds of
Reimbursement Obligations.
2
14. I fureher acknowledge that I will assure that except as
referenced in item 15 the proceeds of the Reimbursement
Obligations that are used to reimburse the Expenditures will not
be used, directly or indirectly, (A) to pay debt service on an
issue of tax-exempt obligations, (B) to create or increase the
baianee in a sinking fund established fcr the payment of debt
service on the Reimbursement Obligations or another issue of tax-
exempt obligations of the County or to replace funds that have
been, are being, or will be so used for reserve or replacement
fund purpose, or (D) to reimburse any expenditures or any payment
with respect to financing of an expenditure that was originaJly
paid with proceeds of any tax-exempt obligations of the County to
any person or entity other than the County.
15. I understand that item 14 does not prohibit the use of
those proceeds of the Reimbursement Obligations that are used to
reimburse the Expenditures for (A) deposit in a bona fide debt
service fund (that is, a fund established to pay debt service on
any tax-exempt obligation of the County, other than the
Reimbursement Obligation, which is depleted annually except for a
reasonable carry over amount not in excess of one (1) year's
interest earnings on said fund or one-twelfth (1/12th) of annual
debt service), (B) to pay current debt service coming due within
the next succeeding one-year period on any tax-exempt obligation
of the County, other than the Reimbursement Obligations, or (C)
to reimburse for expenditures originally made from the proceeds
of a tax-exempt obligation of the County which were not
reasonably expected by the County, on the date of issue of such
obligation, to be used for such expenditure.
IN WITNESS WHEREOF, the undersigned has executed this
declaration of official intent this day of
County
las.rl-oak213
3
FISCAL NOTE (MISC. #09277) November 12, 2009
BY: FINANCE COMMITTEE, TOM MIDDLETON, CHAIRPERSON
IN RE: DEPARTMENT OF CENTRAL SERVICES AND DEPARTMENT OF FACILITIES
MANAGEMENT - RESOLUTION AUTHORIZING THE OAKLAND COUNTY BUILDING
AUTHORITY TO FINANCE A PROJECT TO CONSTRUCT A NEW ADMINISTRATIVE OFFICE
AND TERMINAL BUILDING FOR THE OAKLAND COUNTY INTERNATIONAL AIRPORT (OCIA)
LOCATED IN OAKLAND COUNTY, MICHIGAN
TO THE OAKLAND COUNTY BOARD OF COMMISSIONERS
Chairperson, Ladies and Gentlemen:
Pursuant to Rule XII-C of this Board, the Finance Committee has reviewed the above
referenced resolution and finds:
1. The resolution authorizes the Oakland County Building Authority to issue Building
Authority Bonds in the aggregate principal amount not to exceed $5,800,000 for the
purpose of constructing a new administrative office and terminal building.
2. The statutory limit for County debt is $6,785.898,615 (10% of current State
Equalized Value). As of September 30, 2009 the total outstanding County pledged
credit is $315,325,399, or approximately .46% of the S.E.V.
3. The Building Authority bonds shall bear interest at a rate or rates that will result in a
net interest cost not exceeding 8% per annum.
4. Funding for the principal and interest payments by the County will be provided by
the Oakland County International Airport Fund. No General Fund appropriation is
recommended.
FIN_AKE COIV1MiTTEE
FINANCE COMMITTEE
Ayes: Potts, Taub, Gingell, Greimel, Douglas, Long
Nays: Zack. Coulter, Woodward
Absent: Potter
UWE ;nu
•
L.
Resolution #09277 November 12, 2009
Moved by Scott supported by Runestad the resolution (with fiscal note attached) be adopted.
Moved by Scott supported by Runestad the Finance Committee Report be accepted.
A sufficient majority having voted in favor, the report was accepted.
Moved by Scott supported by Runestad the resolution be amended to coincide with the recommendation
in the Finance Committee Report.
A sufficient majority having voted in favor, the amendment carried.
Discussion followed.
Vote on resolution, as amended:
AYES: Hatchett, Jackson, Jacobsen, Long, Middleton, Nash, Potter, Potts, Runestad, Schwartz,
Scott, Taub, Bullard, Burns, CapeIlo, Coulter, Douglas, Gershenson, Gingell, Gosselin,
Greimel. (21)
NAYS: McGillivray, Woodward, Zack. (3)
A sufficient majority having voted in favor, the resolution (with fiscal note attached), as amended, was
adopted.
APPROVEIHE FOREGOING RESOLUTION
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 November
12, 2009, 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 12th day of November, 2009.
Gat
Ruth Johnson, County Clerk