HomeMy WebLinkAboutAgenda - 12-20-94 - V-B 1
ORANGE COUNTY
BOARD OF COMMISSIONERS
Action Agenda
Item No ..v-13
ACTION AGENDA ITEM ABSTRACT
Meeting Date: December 20, 1994
SUBJECT: Elementary School Financing Resolution
DEPARTMENT: County Attorney PUBLIC HEARING YES NO X
ATTACHMENT(S) : INFORMATION CONTACT
Resolution w/Attachments Geof Gledhill, 732-2196
(under separate cover) TELEPHONE NUMBER
Hillsborough 732-8181
Chapel Hill 968-4501
Mebane 227-2031
Durham 688-7331
PURPOSE: To approve a resolution necessary to complete the financing
arrangements for the new Chapel Hill-Carrboro City Schools (CHCCS)
elementary school.
BACKGROUND: At the December 5, 1994 meeting, the Board of Commissioners
approved a financing agreement with NationsBank for $9 .6 million for
the construction of the new CHCCS elementary school, which will be
situated on a portion of the CHCCS owned property also occupied by the
new McDougle Middle School. The North Carolina Local Government
Commission approved the County' s financing application for the new
school at their meeting on Tuesday, December 6.
Adoption of the attached resolution will accomplish several procedural
requirements related to the acquisition, construction, and equipping of
the new CHCCS elementary school. Documents incorporated by reference
in the resolution (the Agreement, the Installment Purchase Contract,
the Deed of Trust, the Lease, and the General Warranty Deed) are
transmitted under separate cover.
RECOMMENDATION: The Manager recommends that the Board of Commissioners
approve the resolution.
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The Board of Commissioners for the County of Orange, North
Carolina, met in regular session in the OWASA Meeting Room on Jones
Ferry Road in Carrboro, North Carolina at 7 : 30 P.M. on December 20,
1994 .
Present: Chairman Moses Carey, Jr. , presiding, and
Commissioners
Absent:
Commissioner introduced the following resolution, a
copy of which had been provided to each Commissioner and which was
read by title:
RESOLUTION APPROVING A PROPOSED AGREEMENT
CONCERNING THE ACQUISITION, CONSTRUCTION AND
EQUIPPING OF IMPROVEMENTS FOR THE CHAPEL HILL-
CARRBORO CITY SCHOOLS, APPROVING CERTAIN OTHER
DOCUMENTS AND ACTIONS RELATING THERETO AND
AUTHORIZING CERTAIN ACTIONS IN CONNECTION
THEREWITH
WHEREAS, The Chapel Hill-Carrboro City Board of Education, a
body corporate which has general control and supervision of all
matters pertaining to the public schools in the Chapel Hill-
Carrboro City Schools, its respective school administrative unit,
and is duly organized and existing under the laws of the State of
North Carolina (the "Board of Education") , and the County of
Orange, North Carolina, a political subdivision of the State of
North Carolina (the "County") , have previously determined to
cooperate in a plan for the acquisition, construction, equipping
The Board ,of Commissioners for the County of Orange, North
Carolina, met in regular session in the OWASA Meeting Room on Jones
Ferry Road in Carrboro, North Carolina at 7 : 30 P.M. on December 20,
1994 .
Present: Chairman Moses Carey, Jr. , presiding, and
Commissioners Alice M. Gordon, Stephen H. Halkiotis, William L. Crowther and
Don Willhoit
Absent: NONE
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Commissioner Carey introduced the following resolution, -a
copy of which had been provided to each Commissioner and which was .
s
read by title:
RESOLUTION APPROVING A PROPOSED AGREEMENT
CONCERNING THE ACQUISITION, CONSTRUCTION AND
EQUIPPING OF IMPROVEMENTS FOR THE CHAPEL HILL-
CARRBORO CITY SCHOOLS, APPROVING CERTAIN OTHER
DOCUMENTS AND ACTIONS RELATING THERETO AND
AUTHORIZING CERTAIN ACTIONS IN CONNECTION
. THEREWITH
WHEREAS, The Chapel Hill-Carrboro City Board of Education, a
body corporate which has general control and supervision of all
matters pertaining to the public schools in the Chapel Hill-
Carrboro City Schools, its respective school administrative unit,
and is duly organized and existing under the laws of the State of
North Carolina (the "Board of Education") , and the County of
Orange, North Carolina, a political subdivision of the State of
North Carolina (the "County") , have previously determined, to
cooperate in a plan for the acquisition, construction, equipping
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and financing of a project which each has found to be necessary and
desirable to provide for improved public school facilities and
improved public education in the County; and
WHEREAS, such project consists of a new elementary school for
use by the Chapel Hill-Carrboro City Schools, including parking
areas, sidewalks and other appurtenant facilities, landscaping and
other related site work (such school and other facilities and
improvements being herein collectively called the "Improvements") ,
on a site adjacent to the site of McDougle Middle School as more
particularly described in Exhibit A to the Installment Purchase
Contract hereinafter described (the "Site") ; and
WHEREAS, in furtherance of such plan, the Board of Education
is authorized to sell the Site to the County for any price
negotiated between them; and
WHEREAS, in furtherance of such plan, the County is authorized
to acquire, construct and equip real and personal property
consisting of the Site and the Improvements or otherwise make
available such property for use by the Chapel Hill-Carrboro City
Schools and to lease and sell such property to the Board of
Education; and
WHEREAS, the County is also authorized to finance the
acquisition, construction and equipping of the Improvements on the
Site by contracts that create in the Site and the Improvements and
certain related property a security interest to secure repayment of
moneys made available for such purpose; and
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WHEREAS, the Board of Education and the County are authorized
to enter into agreements to execute such plan and both desire to
enter into such an agreement substantially in the form of the
Agreement described below; and
WHEREAS, in connection with this matter, it is necessary for
the County to approve the Agreement and certain other documents and
actions relating thereto and to authorize certain actions in
connection therewith; and
WHEREAS, there have been presented for consideration by the
Board of Education and the County copies of the following documents
relating to such matter:
(a) a draft of an Agreement Concerning the Acquisition,
Construction and Equipping of Improvements for the Chapel Hill-
Carrboro City Schools, between the Board of Education and the
County (the "Agreement") , under which the Board of Education and
the County would agree to execute a plan for the acquisition,
construction, equipping and financing of the Improvements as
described above and to execute and deliver certain other documents
as described therein;
(b) a draft of a General Warranty Deed (the "General Warranty
Deed") by means of which the Board of Education would convey the
Site to the County in connection with the sale of the Site to the
County;
(c) a draft of an Installment Purchase Contract, between the
County and NationsBank of North Carolina, N.A. (the "Installment
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Purchase Contract") , under which the NationsBank of North Carolina,
N.A. (the "Lender") would advance funds for the acquisition,
construction and equipping of the Improvements and the County would
be obligated to make Installment Payments (as defined therein) to
repay the funds advanced to it and to make certain other payments,
among other requirements, such obligations being subject to
termination by the County under certain circumstances as provided
therein;
(d) a draft of a Deed of Trust and Security Agreement (the
"Deed of Trust") which the County would execute and deliver to a
trustee for the benefit of the Lender and which would encumber the
Site and the Improvements and certain related property as security
for the County's obligation to repay the funds advanced to it
pursuant to the Installment Purchase Contract; and
(e) a draft of a lease, between the County and the Board of
Education (the "Lease") , under which the County would lease the
Site conveyed to it by the Board of Education and the Improvements
to the Board of Education for use by the Chapel Hill-Carrboro City
Schools; now, therefore,
BE IT RESOLVED by the Board of Commissioners for the County of
Orange:
Section 1. The Board of Commissioners for the County of
Orange, North Carolina (the "Board of Commissioners") hereby finds
and determines in connection with the proposed Installment Purchase
Contract that (a) the proposed Installment Purchase Contract is
necessary or expedient for the County, (b) the proposed Installment
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Purchase Contract, under current circumstances, is preferable to a
bond issue of the County for financing the acquisition,
construction and equipping of the Improvements, (c) the sums to
fall due under the proposed Installment Purchase Contract are
adequate and not excessive for its proposed purpose, (d) the
County's debt management procedures and policies are good and its
debt will continue to be managed in strict compliance with law, (e)
although the taxing power of the County is not and may not be
pledged directly or indirectly to secure any sums to fall due under
the proposed Installment Purchase Contract, the proceeds of taxes
might be used to meet the sums to fall due under the proposed
Installment Purchase Contract and any increase in taxes necessary
to meet such sums will not be excessive and (f) the County is not
in default regarding any of its debt service obligations.
Section 2. The Board of Commissioners hereby further finds
and determines that it is in the best interest of the County to
enter into the Agreement, the Installment Purchase Contract, the
Deed of Trust and the Lease in order to execute the plan for the
acquisition, construction and equipping of the Improvements and the
financing thereof as described above.
Section 3 . The terms and provisions of the Agreement, the
Installment Purchase Contract, the Deed of Trust and the Lease are
hereby approved in all respects and, insofar as they are applicable
to the County, the terms and provisions of the General Warranty
Deed are hereby approved in all respects. Such approval supersedes
the approval of such documents pursuant to a resolution of the
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Board of Commissioners passed on December 5, 1994 . The Chairman of
the Board of Commissioners, the County Manager of the County, the
Finance Director of the County and the Clerk to the Board of
Commissioners are hereby authorized and directed to execute and
deliver the Agreement, the Installment Purchase Contract, the Deed
of Trust and the Lease, as may be applicable, in substantially the
forms presented to the County, together with such additions,
changes, modifications and deletions as they, with the advice of
counsel, may deem necessary and appropriate, and such execution and
delivery shall be conclusive evidence of the approval and
authorization thereof by the Board of Commissioners and the County;
provided, however, that the County Manager or the Finance Director
of the County or his respective designee shall determine that the
price to be paid by the County for the Site under the Agreement
does not exceed $100 and that, under the Installment Purchase
Contract, the final Installment Payment is due not later than July
15, 2009, the maximum stated interest rate with respect to any
interest component of the Installment Payments does not exceed
5.71% per annum and the aggregate amount of the principal
components of the Installment Payments does not exceed $9 , 600, 000.
Section 4 . The Board of Commissioners hereby approves,
ratifies and confirms the actions of the Assistant County Manager,
the Finance Director and the County Attorney of the County in
connection with this matter.
Section 5. The officers and employees of the County are
authorized and directed (without limitation except as may be
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expressly set forth herein) to take such other actions and to
execute and deliver such other documents, certificates,
undertakings, agreements or other instruments as they, with the
advice of counsel, may deem necessary or appropriate to effectuate
the transactions contemplated by the Agreement, the Installment
Purchase Contract, the Deed of Trust and the Lease.
Section 6. The County covenants that, to the extent permitted
by the Constitution and laws of the State of North Carolina, it
will comply with the requirements of the Internal Revenue Code of
1986, as amended (the "Code") , as applicable to the Installment
Purchase Contract except to the extent that the County obtains an
opinion of nationally-recognized bond counsel to the effect that
noncompliance would not result in the interest components of the
Installment Payments being includable in the gross income of the
Lender or its assignees for purposes of federal income taxation.
Section 7 . The County hereby represents that it reasonably
expects that it and all subordinate entities thereof will not issue
more than $10, 000, 000 of tax-exempt obligations (not counting
private-activity bonds except for qualified 501 (c) (3) bonds as
defined in the Code) during calendar year 1995. In addition, the
County hereby designates each of the Installment Payments as a
"qualified tax-exempt obligation" for the purposes of the Code.
Section 8 . Brown & Wood, New York, New York, is hereby
confirmed as special counsel to the County in connection with the
execution and delivery by the County of the Installment Purchase
Contract.
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Section 9 . This resolution shall take effect immediately upon
its passage.
Upon motion duly made and seconded, the foregoing resolution
was passed by the following votes:
Ayes: Commissioners
Noes: •
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I, Beverly L. Blythe, Clerk to the Board of Commissioners for
the County of Orange, North Carolina, DO HEREBY CERTIFY that the
foregoing has been carefully copied from the recorded minutes of
the Board of Commissioners for said County at a regular meeting of
said Board held on December 20, 1994, said record having been made
in Minute Book No. of the minutes of said Board beginning at
page _ and ending at page , and is a true copy of so much of
said proceedings of said Board as relates in any way to the passage
of the resolution described in said proceedings.
I DO HEREBY FURTHER CERTIFY that a schedule of regular
meetings of said Board, in the form attached hereto, has been on
file in my office as of a date not less than seven days before the
date of said meeting in accordance with G.S. §143-318. 12 .
WITNESS my hand the corporate seal of said County, this
day of December 1994 .
Clerk to the Board of Commissioners
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