HomeMy WebLinkAboutTC Agenda 2019-04-03 TOWN OF TII3URON Tiburon Town Council
Tiburon ToNvii Hall
•;' April 3,2019
1505 Tiburon Boulevard- Special Meeting—6:00 P.M.
4'! Tiburon, CA 94920 Regular Meeting—7:30 P.M.
TIBURON
TOWN COUNCIL
AGENDA
SPECIAL MEETING-6:00 P.M.
CALL TO ORDER AND ROLL CALL
Councilmember Fraser,Councilmember Thier,Councilmember Welner,Vice Nlayor Fredericks, Mayor
Kulik
CLOSED SESSION
1. CONFERENCE WITH LEGAL COUNSEL-EXISTING LITIGATION
(Pursuant to Government Code Section 54956.9(d)(1))
Name of Case:People of the State of California v.Rosea Tjuatja,Marin County Superior Court Case No.
CIV 1801979
2. CONFERENCE WITH LEGAL COUNSEL-EXISTING .LITIGATION
(Pursuant to Government Code Section 54956.9(d)(1))
Name of Case:Tiburon Open Space Committee,et al.v.County of Marin,Marin County Superior-Court
Case No. CIV 1704069
3. Public Employee Performance Review:Government Code Section 54957
Title:Town Manager
INTERVIEWS FOR VACANCI.ES ON TOWN BOARDS&COMMISSIONS
• Maxwell Hanning
• Eric\V'oodward
ADJOURNMENT- to regularmeeting
REGULAR MEETING-7:30 P.M.
CALL TO ORDER AND ROLL CALL
COunCilmembcr Fraser,Councilmember Thier,Councilmember Welner,Vice Mayor Fredericks, Nlayor
Kulik
ANNOUNCEMENT OF ACTION TAKEN IN CLOSED SESSION IF ANY
ORAL COMMUNICATIONS
Persons wishing to address the Town Council on subjects not on the agenda may do so at this time.
Please note however, that the Town Council is not able to undertake extended discussion or action on
items not on the agenda. Matters requiring action will be referred to the appropriate Commission,Board,
Committee or staff for consideration or placed on a future Town Council meeting agenda. Please Iii-nit
your comments to three (3)minutes.
CONSENT CALENDAR
All items on the Consent Calendar may be approved by one motion of the Town Council unless a request
is made by a member of the Town Council,public or staff to remove an item for separate discussion and
consideration. If you wish to speak on a Consent Calendar item, please seek recognition by the Mayor
and do so at this time.
CC-1. Town Council Minutes - Adopt minutes of March 6, 2019 special and regular meetings
(Department of Administrative Services)
CC-2. Town Council Minutes-Adopt summary of March 15,2019 Town Council retreat(Department
of Administrative Services)
CC-3. Town Council Minutes - Adopt minutes of March 20, 2019 special and regular meetings
(Department of Administrative Services)
CC-4. 8 Rolling Hills Road -Adopt resolution partially granting appeal of Site Plan and Architectural
Review (Community Development Department)
CC-5. Virginia Utility Undergrounding District - Award construction management contract to
Green Valley Consulting Engineers in the amount of$128,215 (Department of Public Works)
CC-6. Investment Summary - Adopt investment summary for month ending February 28, 201.9
(Department of Administrative Services)
ACTION ITEMS
AI-1. Virginia Utility Undergrounding District - Consider adoption of Resolution of Issuance
authorizing issuance of Series 13 Bonds and amendment to the Town's Debt Policy (Office of the
Town Manager)
AI-2. General Fund Reserves Update - Reccivc report from Town Manager regarding various Fund
Reserves(Office of the Town klanagcr)
AT-3_ Tnwn C o nnril C o inmirrrr Annninrmf-nrc— C-nn Jr1or fnrmarinn and mi-rnh(-r-innninrrnonrc rnr
Sustainability/Environmental standing committee (Department of Administrative Services)
AI-4. Single-Use Food Service Ware Ordinance - Discuss and provide direction to staff regarding
possible ordinance related to single-use food scr\'ice (Office of the Town 1vianager)
TOWN COUNCIL REPORTS
TOWN MANAGER REPORT
WEEKLY DIGESTS
• Town Council Weekly Digests—March 22&29, 2019
ADJOURNMENT
GENERAL PUBLIC INFORMATION
ASSISTANCE FOR PEOPLE WITH DISABILITIES
In compliance with the Americans with Disabilities Act, if you need special
assistance to participate in this meeting,please contact the Town Clerk at (415) 435-
7377. Notification 48 hours prior to the meeting will enable the Town to maize
reasonable arrangements to ensure accessibility to this meeting.
AVAILABILITY OF INFORMATION
Copies of all agenda reports and supporting data are available for viewing and
inspection at Town Hall and at the Belvedere-Tiburon Library located adjacent to
Town Hall. Agendas and minutes are posted on the Town's website,
www.townoftiburon.org.
Upon request, the Town will provide written agenda materials in appropriate
alternative formats, or disability-related modification or accommodation, including
auxiliary aids or services, to enable individuals with disabilities to participate in
public meetings. Please send a written request, including your name, mailing
address,phone number and brief description of the requested materials and preferred
alternative format or auxiliary aid or service at least 5 days before the meeting.
Requests should be sent to the Office of the Town Cleric at the above address.
PUBLIC HEARINGS
Public Hearings provide the general public and interested parties an opportunity to
provide testimony on these items. If you challenge any proposed action(s) in court,
you may be limited to raising only those issues you or someone else raised at the
Public Ilearing(s) described later in this agenda, or in written correspondence
delivered to the Town Council at,or prior to,the Public Hearing(s).
TIMING OF ITEMS ON AGENDA
While the Town Council attempts to hear all items in order as stated on the agenda,
it reserves the right to take items out of order. No set times arc assigned to items
appearing on the Town Council agenda.
A fown of Tiburon
r
1505 Tiburon Blvd., Tiburon, CA 94920
Itefanitownoftiburon.org
_.t .
415.435.7377
TOWN OF TIBURON
COMMISSION, BOARD & COMMITTEE
APPLICATION
The Town Council considers appointments to its various Town commissions, boards and
committees throughout the year due to term expirations and unforeseen vacancies. In its effort
to broaden participation by local residents in Tiburon's local governmental process and
activities, the Council needs to know your interest in serving the Town in some capacity.
Please indicate your specific areas of interest and special skills or experience which would be
beneficial to the Town, by completing this form and returning it to Town Hall with a resume.
Copies will be forwarded to the Town Council and informal applicant/Council interviews are
scheduled periodically during the year. Your application will also remain on file at Town Hall for
a period of one (1) year. Thank you for your willingness to serve the Tiburon community.
Lea Stefani
Town Clerk
Full Name: Maxwell Haning Date: 03/27/19
Please indicate your areas of interest in numerical order:
1 Planning Commission Parks, Open Space & Trails Comm.
Design Review Board Bel-Tib Joint Recreation Board
Heritage & Arts Commission Disaster Advisory Council
Bel-Tib Library Board Commission on Aging
Affordable Housing Building Code Appeals Board
Address: 246A Esperanza St.
Street Address Apartment/Unit#
Tiburon CA 94920
City State ZIP Code
Phone: 608-963-9238 Email: Max@I DSISolutions.com
LUISBetween the views, history, architecture and people, Tiburon is the most beautiful town in the
world. With that being said, there is always room for improvements. My goal in joining the
planning commission is to see our town grow and flourish while maintaining the rich culture
and history that is embedded within it so deeply. I feel that my input and expertise will have a
lasting positive impact on our community.
I currently own and manage an international consulting company. My day-to-day consists of
working with boat dealers to streamline their finance office and increase profitability. Since a
town is run much like a business, this position would be a natural fit. I understand each
decision, even the smallest ones, can have a lasting impact and create unintended
consequences. That is why I spend excessive amounts of time researching every problem and
designing a solution that will have the highest chance of a positive outcome. Sometimes, that
solution is doing nothing. In addition to my aforementioned skills, I also possess the ability to
calmly broker and mediate the outcome between two parties. My career experience has been
extensively in sales, and sales training, which is essentially the art of negotiating.
Public Disclosure Notice: Submitted application materials constitute a public record and may be publicized in
their redacted form as part of Town Council meeting materials.
Maxwef i Max@IDSlsolutions.com P:X4
608-963-9238 0
Be First,Be Different,Be Better. 246A Esperanza St.Tiburon,CA 94920
WORK EXPERIENCE COMPETENCES
VP and Owner Adobe Suite 7
000
Innovative Dealer Services
Office Suite fi
a Partnered with dealers to increase their Business Office
profitability.Focused on introducing new products in to PHP,Visual Basic,Java,HTML 66060
dealerships and offered extensive training to guarantee
success.
Created and deployed an entirely new product within the Product Marketing 99609
industry.Development included market research on pricing,
compiling various service data points in a coherent way and Training Development
branding the product so that it would be enticing to both
dealerships and consumers.
00600f
l
M(Saesorce/ZOHO)
• Developed and deployed an interactive online dealer portal. CR
The portal contained digital warranties,instant product
ordering,and other daily resources.This greatly increased our Sales Cycle
00000
reach while also making our dealers more productive.
• Created interactive training modules to quickly on-board
dealers or train new hires.Training was geared toward PROFESSIONAL PROJECTS
professional adult learners and contained tests for
comprehension. Platinum Protection Branding Campaign
Designed alt company marketing,including brochures,websites,
sell sheets,videos,trade show booth,and branded give-a-ways. Corporate Trade Show Booth
Responsible for an International sales territory that included IDSI Corporate Website
both the United States and Canada.Frequently traveled to
dealer locations for on-site training and implementation. Perfect Pre-Paid Maintenance Product Launch
Developed and maintained an in depth company sales tracker
that included historical trends and market predictions.
ACHIEVEMENTS
Account Executive
i Designed,sold,and launched an application for the iPhone.
Dex Media
---.a 12 ` 0Recognized for top customer renewal and growth rate in the
entire Midwest
«r Sales Representative Successfully designed,branded and distributed a new product
TDS Telecommunications to the boating industry
Consulted by a Fortune 500 for feature and marketing ideas on
an upcoming product
r Account Executive
Star Connection Featured in a national talent acquisition video for a Fortune
500
Achieved Google AdWords certification
Business Manager
Schulz Chevrolet
ORGANIZATIONS
Marine Retailer Association of America
Account Executive
RE
' National Association of Sales Professionals
Rinimax, Inc.
J r
Graphics Designer INTERESTS
Next Level Design Sailing Scuba Diving Motorcycling
Graphics Design Technology Programming Travel
Social Dynamics Community
pa
Town of TibUron
� 1505 Tiburon Blvd., Tiburon, CA 94920
oIstefanitcawnaftiburon.org
415.435.7377
TOWN OF TIBURON
COMMISSION, BOARD & COMMITTEE
APPLICATION
The Town Council considers appointments to its various Town commissions, boards and
committees throughout the year due to term expirations and unforeseen vacancies. In its effort
to broaden participation by local residents in Tiburon's local governmental process and
activities, the Council needs to know your interest in serving the Town in some capacity.
Please indicate your specific areas of interest and special skills or experience which would be
beneficial to the Town, by completing this form and returning it to Town Hall with a resume.
Copies will be forwarded to the Town Council and informal applicant/Council interviews are
scheduled periodically during the year. Your application will also remain on file at Town Hall for
a period of one (1) year. Thank you for your willingness to serve the Tiburon community.
Lea Stefani
Town Clerk
Full Name: EPIC Woodward Date: 3/19/19
Please indicate your areas of interest in numerical order:
1 Planning Commission Parks, Open Space & Trails Comm.
2 Design Review Board Bel-Tib Joint Recreation Board
Heritage & Arts Commission Disaster Advisory Council
Bel-Tib Library Board Commission on Aging
Affordable Housing Building Code Appeals Board
J,
Address: 2 Bartel Ct
Street Address Apartment/Unit#
Tiburon, CA 94920
City State ZIP Code
Phone: 212.991 .8300 Email: ewoodward@gmail.com
I have lived in Tiburon for two years now and we are raising our three children (ages 5, 7 and
8) with a focus on giving back and helping others. As part of that commitment my wife is the
Chief Development Officer for American Red Cross California and in addition to my job, I
volunteer for local events where my time and experience can make a difference.
Having lived in San Francisco for ten years and then New York City for ten years, I have seen
the positives and negatives from various planning commissions and Design Review Boards.
When done well, you end up with a beautiful, vibrant community like what Tiburon has created
and fostered. I would take pride in being a steward of the future aesthetics and infrastructure
of the Town of Tiburon.
Over the last 10 years, I have developed, designed, renovated and/or constructed seven
properties spanning multiple cities and multiple planning commissions. While this is a passion
of mine, it is not my full-time job. I spend my days leading a team of talented individuals to
build products for financial institutions to keep their customers safe from fraud and enabling
better customer experiences. Whether in my building projects or my work, my focus is always
on the end consumer and what will be most meaningful and useful to them in the long-run. I
would take that same lens in thinking through the needs of Tiburon residents.
Public Disclosure Notice: Submitted application materials constitute a public record and may be publicized in
their redacted form as part of Town Council meeting materials.
CC-1
TOWN COUNCIL
SPECIAL AND REGULAR MEETINGS
DRAFT MINUTES
SPECIAL MEETING —7:00 P.M.
On March 6, 2019, the Council held a special meeting as follows:
CALL TO ORDER AND ROLL CALL
COLIncilmember Fraser, Councilmember Thier, Councilmember Welner, Vice Mayor Fredericks,
Mayor Kulik
INTERVIEWS FOR VACANCIES ON TOWN BOARDS & COMMISSIONS
• Chuck I-Iornbrook
• Erika Stahlman
ADJOURNMENT—to regular meetiu�
REGULAR MEETING —7:30 P.M.
Mayor Kulik called the regular meeting of the Tiburon Town Council to order at 7:30 p.m. on
Wednesday, March 6. 2019, in Town Council Chambers, 1505 Tiburon Boulevard, Tiburon,
California.
ROLL CALL
PRESENT: COUNCILMEMBERS: Fraser, Fredericks, Kulik, Thier, Wehner
ABSENT: COUNCII.,MEMBERS: None
PRESENT: EX OFFICIO: Town Manager Chanis, Town Attorney Stock,
Director of Community Development Kwon,
Director of Administrative Services Sweitzer,
Director of Public Works/Town Engineer Barnes.
Associate Planner O`Malley, Town Cleric Stefani
ANNOUNCEMENT OF ACTION TAKEN IN CLOSED SESSION IF ANY
None.
ORAL COMMUNICATIONS
None.
INTRODUCTION OF NEW TOWN STAFF
• David Eshoo, Associate Engineer
CONSENT CALENDAR
Page] of 7
Toivn Council Alimrtes --01-2019 DRAFT Mureh 6, 2019
CC-I. Town Council Minutes—Adopt minutes of February 20. 2019 special and regular
meetings (Town Clerk Stefani)
CC-2. Investment Summary—Adopt investment summary for month ending .January 31, 2019
(Department of Administrative Services)
CC-3. Virginia Utility Undergrounding District Project—Award contract for the Virginia
Undergrounding Project to Kerex Engineering, Inc. (Department of Public Works)
CC-4. Local Hazardous Mitigation Plan—Adopt Resolution adopting the 2018 Marin County
Multi-Jurisdictional Local Hazardous Mitigation Plan (Community Development
Department)
MOTION: To adopt Consent Calendar Items 1-4, as written.
Moved: Fraser, seconded by Thier
VOTE: AYES: Unanimous
ACTION ITEMS
AI-1. Appointments to Town Boards & Commissions—Consider reappointment of
commissioners whose terms have expired or appointment of new members to boards &
commissions (Department of Administrative Services)
Town Clerk Stefani said this item was consideration of annual reappointments or new
appointments to boards and commissions. She said a nUrnber of commissioners had indicated
they would like to be reappointed, and the Council also interviewed several new applicants for
the opening seats.
She noted that the Council would consider the appointment for The Ranch Committee at a later
date, and there had been additional resignations fi-om the Planning Commission and Design
Review Board recently.
Vice Mayor Fredericks commented that it may be appropriate to reopen the application period
for one or more of the seats due to the recent developments.
MOTION: To reappoint Jerry Riessen to the Belvedere-Tiburon Joint Recreation Committee.
Moved: Thier, seconded by Fredericks
VOTE: AYES: Unanimous
MOTION: To reappoint Mark Swanson to the Building Code Appeals Board.
Moved: Fredericks, seconded by Fraser
VOTE: AYES: Unanimous
Pu ire 2 (?f'7
Town Council Alimaes 904-2019 DRAFT March 6, 2019
Mayor Kulil< said he would like to delay tonight's Design Review Board appointments. and
reopen the application period. He said this was a significant turnover on the DRB, and the loss of
both architects was significant.
MOTION: To direct staff to reopen the application period for two seats on the Design
Review Board, and accept applications until April l l at 5:00 p.m., and schedule
interviews with the Town Council for the new applicants.
Moved: Kulik, seconded by Fredericks
VOTE: AYES: Unanimous
MOTION: To reappoint Victoria Fong to the Heritage & Arts Commission.
Moved: Fraser, seconded by Fredericks
VOTE: AYES: Unanimous
MOTION: To appoint Chuck Hornbrook to the Parks, Open Space and Trails Commission.
Moved: Fraser, seconded by Thier
VOTE: AYES: Unanimous
MOTION: To reappoint Erica Williams to the Planning Commission.
Moved: Fredericks, seconded by Welner
VOTE: AYES: Unanimous
AI-2. Annual General Plan Status Report—Consider acceptance of Annual General Plan
Implementation Status Report (Community Development Department)
Associate Planner O'Malley said this was the 14"' annual report on the General Plan since its
2005 update. She said this report shows the status of each of the eight elements of the General
Plan.
O'Malley noted that the General Plan will be updated in the near future, so some of these
programs may change.
The Council reviewed the report, and discussed the housing element, with particular interest in
meeting and tracking the Town's required housing units.
Mayor Kulik opened the floor for public comment. There was none.
MOTION: To accept the Annual General Plan Implementation Status Report for 2018.
Moved: Thier, seconded by Fredericks
VOTE: AYES: Unanimous
PUBLIC HEARINGS
PH-1. 490 Ridge Road —Consider appeal of Design Review Board approval of a request for a
deck expansion and Variance for excess lot coverage (Community Development
Department)
Page 3(?/ 7
Town Council Mimaes #04-2019 DRAFT March 6. 2019
Owner/Applicant: Stephen Schwartz
Appellant(s): Cavi, 1985, LLC (480 Ridge Road)
Address: 490 Ridge Road
Assessor Parcel No.: 059-082-06
Associate Planner O'Malley summarized the proposed project, and history of actions taken by
staff and the Design Review Board. She said the appellants filled a timely appeal of the Design
Review Board approval based on four grounds. O'Malley reviewed the project proposal,
including a detailed analysis of the request for a Variance for excess lot coverage and the
grounds for the appeal.
Vice Mayor Fredericks inquired about a policy for certain Variance applications to be approved
at staff level. Staff said this was no longer a policy, and explained the conditions that this policy
applied in the past, including the instances at the applicant's property.
Mayor Kulik also inquired about the lot coverage of the elevated deck. Director of Community
Development Kwon explained how elevated decks count toward lot coverage. according to
Tiburon zoning.
Appellant Presentation
Alessandro Beraldi, appellant, argued that the applicant's proposal was not a modest addition,
and felt as though the rules had not been fairly or consistently applied in this situation. Mr.
Beraldi said the applicant's home is a fully developed property, and said the findings for a
Variance need to be made without overbuilding or infringing on neighbors.
Mr. Beraldi said this property had experienced "incremental creep" over time. and expressed
disappointment that the applicants are asking for another addition and another Variance. He
showed renderings and photos of the proposed deck and said he has noise and privacy concerns.
Mr. Beraldi argued the Council needs to make all findings to grant a Variance_ and in this case,
there is no physical hardship, and therefore, the Council cannot grant the Variance.
Applicant Presentation
Wade Skeels, architect for the applicant, said the existing deck has little usable space. He said
the proposed plan is sensible, modest and thoughtful to the neighbor's privacy concerns. Mr.
Skeels said their proposal, that has been revised based on feedback fi-om the Design Review
Board, is a practical and necessary solution to the tonnoran1,C', I?ardchiri iccii�c nftha Int,
r_,S._.�....__.. 1.
Skeels also spoke about the development chronology of the property and said each addition was
small and not unusual. lie said the Design Review hoard was able to make the findings to grant
the Variance, and said this was a reasonable proposal that takes into account the outdoor living
needs of the applicant and the privacy concerns of the neiuhbors.
Page 4(#'7
Town Council Minutes #04-2019 DRAFT Manch 6, 2019
Greg Shaughnessy, counsel for the applicant, expressed disappointment over the fairness of the
proceedings. He said the applicant had complied with the DRB's request for modifications, and
explained how the findings for the Variance had been found and appropriately analyzed.
Stephen Schwartz, applicant, felt the appellant's presentation was exaggerated and the proposal
was modest. He said there would not be privacy, light or noise issues, and noted that the new
seating area would be further away fi•orn the appellant's property.
Mr. Schwartz reiterated the topographical hardship of the property, and said there is little space
to enjoy the outdoor areas. He believed the proposal satisfied the required findings for a Variance
and offered to add more landscape to further mitigate any privacy concerns.
Public Comment
Mayor Kulik opened the floor for public comment. There was none.
Appellant Rebuttal
The appellant said there was a privacy concern and showed photos of the proposal from his
property.
He also noted that the applicant needs to provide data to make the required Variance findings,
and a general statement about poor topography was not sufficient.
He said there were several other solutions the applicant had not considered, and suggested other-
ways to maximize use of their current deck.
Applicant Rebuttal
The applicant said the photos shown by the appellant were misleading, and there would be very
little change from the existing deck.
He also argued that his family cannot see the appellants' property from their own due to
landscape screening, and said he would be willing to put in more if necessary. He believed there
would be no privacy issues.
Ile reiterated this property's difficult topography, and said their physical hardship does not allow
them to enjoy use of their property outside of the main living area and deck.
Council Deliberation
Councihnember Weiner asked the Town Attorney if there was substantial evidence presented to
the Design Review Board to legally make the Variance findings. Town Attorney Stock said the
Design Review Board agreed that the findings could be made based on the materials they were
,given.
Vice Mayor Fredericks believed the proposal would create a hardship for the appellant, and did
create privacy issues. She said the deck expansion could create a new protected view for the
applicant, which will likely limit the appellant's future ability to develop their currently Under-
developed home. She said she could not make the findings to approve the Variance.
Page 5 0/ 7
Toren Council Minutes -104-2019 DRAFT Mcn-ch 6, 2019
COUncilmember Fraser agreed, and said he could also not make the findings to support the
Variance. He disagreed with the notion of a topographical hardship in this situation, and
suggested an alternative layout to the deck that could be less injurious to the appellant.
Councilmember Weiner believed the proposal was modest and the impact on the appellant would
be minimal, particularly with the scaling back that was requested by the Design Review Board.
He agreed with the Design Review Board, and thought the findings could be made.
Councilmember Thier said she could empathize with the privacy concerns, particularly having
visited the property. She noted that any additional landscape screening might create a view-
blockage issue. She agreed with much of what Vice Mayor Fredericks said, and said she would
vote to grant the appeal.
Mayor Kulik said it was important to consistently administer land development laws and very
carefully grant exceptions to those laws. He noted that it is also important to know what can be
expected in terms of development of neighboring properties when purchasing a home. Kulik said
some Variances are beneficial for neighborhoods and can help solve problems, but in this case,
he could not make the findings to support the Variance. The Mayor liked Fraser's alternative
suggestion, but expressed concern that it would likely still require a Variance.
The Council discussed the possibility of remanding the project back to the Design Review Board
with direction for a revised design, but ultimately agreed against it.
MOTION: To grant the appeal, deny the application and direct staff to return with an
appropriate Resolution for consideration of adoption at the next Town Council
meeting.
Moved: Thier, seconded by Fredericks
VOTE: AYES: Fraser, Fredericks, Kulik, Thier
NAYS: Weiner
TOWN COUNCIL REPORTS
None.
TOWN MANAGER REPORT
None.
WEEKLY DIGESTS
Received.
ADJOURNMENT
There being no fwther business before the Town Council of the Town of Tiburon, Mayor Kulik
adjourned the meeting at 9:52 p.m.
Page 6 o f'7
Torun Council Mimaes 904-2019 DRAFT March 6. 2019
DAVID KULll{.MAYOR
ATTEST:
LEA STEFANI, TOWN CLERI{
Page 7(?1'7
Toii-ii C'ozmcilll<1i»artes #04-2019 DRAFT March 6, 2019
S( CC-2
. " � TOWN OF TIBURON
('� ' f 1505 Tiburon Boulevard
j Tiburon,CA 94920
�S
Date: March 20, 2019
To: Mayor and Members of the Town Council
From: Lea Stefani, Town Clerk
Subject: Summary of March 15, 2019 Council-Staff Retreat
On March 15, 2019, the Town Council held a special meeting at The Ranch at Dairy Knoll for
the purpose of its annual retreat with Town staff.
At 8:30 a.m., Mayor Kulik called the meeting to order. Councilmembers Fraser and Thier, Vice
Mayor Fredericks and Mayor Kulik were present. Councilmember Weiner attended the meeting
by teleconference. Staff members present were Town Manager Chanis, Town Attorney Stock,
Director of Public Works/Town Engineer Barnes, Associate Engineer- Eshoo, Chief of Police
Cronin, Director of Community Development Kwon, Building Official Salzman, Associate
Planner O'Malley, Director of Administrative Services Sweitzer, Accounting and Finance
Manager Kurakina, and Town Clerk Stefani. Several representatives from the fire districts
serving Tiburon were also in attendance: Mike Lantier from Tiburon Fire Protection District and
Fred Hilliard and Ted Peterson from Southern Marin Fire Protection District. Mark Van Gorder
from PG&E also attended. One member of the public (Deirdre McCrohan, the Ark newspaper)
attended, and was joined later by several other members of the public.
Mayor Kulik asked for oral commrinications. There were none.
The Mayor and Town Manager re\ iewed the agenda. Chanis said the goal of the annual retreat is
to review several open discussion topics and give general direction to staff on items to bring back
to a Town Council meeting.
The list oftopics discussed, a brief summary and direction given is below:
Vegetation Mana(ement and TmerQency Preparedness
Director of Public Works/Town l"ngineer Barnes said there had been discussions about the
shared responsibility of vegetation management between the Town. the local fire districts. PG&E
and residents. He touched on the Town's Open Space Management Plan, and said the first
priority in the plan is fire safety activities and public safety hazards.
Page l of 4
Town Council Retreat Summary 03/15/2019
Barnes also spoke about the Town's difficulty in finding a qualified contractor to work in the
vicinity of sensitive habitats. He noted that Open Space Management will likely require an
increased budget.
Fred Hilliard, Southern Marin Fire District, and Mike Lander, Tiburon Fire Protection District,
spoke together about protecting the community against wildfire. Hilliard touched on improving
public outreach and education, the annual vegetation management inspection process and
keeping up with consistent legislation.
Lantier said there is a new trend in the county about 'fire-wise' communities, and spoke on the
fire district's commitment to educating neighbors to help each other.
The Council and the representatives from the fire districts discussed improving public outreach —
mailers, social media, and online resources. Mayor Kulik noted that community outreach
presentations before June would be well-received.
Mark Van Gorder from PG&E also noted that PG&E is available for local outreach
presentations. He explained PG&E's commitment to creating defensible space in high-risk areas
and conducting annual vegetation inspections in their facilities. Mr. Van Gorder said PG&E is
implementing a number of solutions to protect against wildfire and improve reliability during
winter storms.
Draft Town Council Protocols Policy
Town Manager Chanis and Town Clerk Stefani presented a draft policy handbook for
Councilmember procedures and protocols that would formally establish relevant procedures for
the Town Council, such as requests to put an item on a future agenda. Staff asked for general
feedback on the policy, and for the Council to discuss establishing any procedures in areas that
the Town does not yet have any formalized process.
Several Councilmembers recognized the need to establish certain procedures. like requests to
place items on future agendas, but debated the need for a written policy document.
The Council agreed to:
1) Establish an annual meeting calendar-and publish it to the website.
2) Likely not change the start time of regular meetings.
3) Keep a `common sense' approach for handling requests for Mayor's proclamations by
entrusting the Town Manager and Mayor to make a determination.
4) Allow Councilmembers to request items to be added to a future agenda during the Town
COLInCil Reports section of meeting agendas.
Video Streaming Public Meetings
Town Mana-er Chanis and Town Clerk Stefani said the Council had previously discussed the
possibility of video recording and streaming public meetings. if desired. Staff explained the
Page 2 of 4
Town Council Retreat Summary 03/15/2019
Community Media Center of Marin (CMCM) is responsible for the ownership and maintenance
of the equipment and the video stream would run on their television channel and the Town's
website. There would likely be no major fiscal impact to the Town, unless the Council desired to
hire a trained CMCM operator to run the cameras during the meetings.
The Council discussed the improved transparency element of video streaming meetings online,
but there was still concern about the impact of video recording meetings on the audience, staff
and councilmembers (both present and future).
Without a clear consensus, Town Attorney Stock recommended this item be brought to a fixture
Town Council meeting for public input and a vote.
The group recessed for lunch at 12:30 pan., and reconvened at 1:15 p.m.
General Plan Process Update
Director of Community Development Kwon said the Planning Division is beginning the process
Of updating the General Plan. He said the typical steps are to send out a Request for Proposals
and the Council will enter into a contract with a consultant that assists with public outreach.
The Council spoke in support of the update, and involving the community as much as possible.
Town Manager Chanis said staff envisions the process to have lots of community and
brainstorming meetin(-,s, but staff will be looking for direction from the Council on which
sections might require the most attention.
The Council recommended seeking the consultant's opinion on how to best maximize public
outreach. and Vice Mayor Fredericks recommended reaching out to specific groups that are
involved in local issues. but not necessarily town government.
Director Kwon said the RFP will likely go out at the end of 2019, and the Council will interview
consultants in the following months. He said the whole update will likely take several years.
Itousin2: State Legislation and Tiburon Cballenaes
Director Kwon presented the Town's progress on meeting the required Regional Housing Need
Allocation (RHNA) numbers. He said the State of California is prioritizing housing production.
and some State bills may take away some local control.
Vice Mayor Fredericks and Director Kwon commented on several items of proposed lei-islation
that may impact the approval process of local developments. particularly multi-unit
developments with affordable units or developments within Y2 mile of a transit station. such as
the downtown terry.
"Down Manager Chanis said the Town is welcoming to all ideas to build housing, but high costs
in Tiburon do make it difficult. He noted that many cities in California are also su-uggling to find
11oUS111( solutions.
Paque 3 of 4
Town COL11161 Reheat Summary 03/15/2019
Mid-Year Operatin6 Budget Review
Town Manager Chanis briefly summarized the mid-year operating budget status. He said the
Town is projecting an overage in revenue, and is expected to come in under budget with
expenditures. He said the Town currently predicts a $680,000 surplus at the end of the fiscal
year. Fie said the General Fund Reserves account is strong. but the competition for use is
increasing.
Review of Budget Reserves and Capital Improvement Program
Due to time constraints, the Mayor said this item would be Continued to a later meeting of the
Town Council.
The meeting adjourned at 2:20 p.m.
DAVID KULIK, MAYOR
ATTEST:
LEA STEFANI, TOWN CLERK
Page a of 4
"Down Council Retreat Summary 03/15/2019
CC-3
TOWN COUNCIL
SPECIAL AND REGULAR MEETINGS
DRAFT MINUTES
SPECIAL MEETING — 6:00 P.M.
On March 20, 2019, the Council held a special meeting as follows:
CALL TO ORDER AND ROLL CALL
Councilmember Fraser, Councilinember Thier, COuncllmember Welner, Vice Mayor Fredericks,
Mayor Kulik
CLOSED SESSION
1. Public Employee Performance Review: Government Code Section 54957
Title: Town Manager
2. CONFERENCE WITH LEGAL COUNSEL— EXISITNG LITIGATION
(Government Code Section 54956.9 (d)(1))
Tiburon Open Space Con7miltee, et al. v. County of Marin—Marin County Superior
Court—Case No. CIV 1704069
INTERVIEWS FOR VACANCIES ON TOWN BOARDS & COMMISSIONS
• Jason Rosell
ADJOURNMENT—to reaular ineetin.
REGULAR MEETING —7:30 P.M.
Mayor Kulik called the regular meeting of the Tiburon Town Council to order at 7:30 p.m. on
Wednesday, March 20, 2019, in Town Council Chambers. 1505 Tiburon Boulevard, Tiburon,
California.
ROLL CALL
PRESENT: COUNCILMEMBERS: Fraser. Fredericks, Kulik. Thier, Wehner
ABSENT: COUNCILMEMBERS: None
PRESENT: EX OFFICIO: Town Manager Chanis. I own Attorney Stock,
Director of Community Development Kwon,
Director of Adm inistrative Services Sweitzer,
Associate Planner O`Malley, Town Clerk Stefani
ANNOUNCEMENT OF ACTION TAKEN IN CLOSED SESSION IF ANY
The Mayor announced that tonight's closed session had been cancelled.
Page I of 6
Tonin Council Minutes 40-2019 DRAFT March 20, 2019
ORAL COMMUNICATIONS
None.
CONSENT CALENDAR
CC-1. Vacancies on Town Boards and Commissions—Announce special vacancies on
Planning Commission and Design Review Board (Department of Administrative
Services)
CC-2. 490 Ridge Road —Adopt Resolution granting appeal of Site Plan and Architectural
Review (Community Development Department)
CC-3. 7 Marsh Road —Adopt Resolution authorizing the Mayor to execute a Purchase
Agreement for 7 Marsh Road condo unit, and authorize a budget amendment in the
amount of$245,000 for the purchase of the unit (Office of the Town Attorney)
CC-4. Local Emergency—Adopt Resolution continuing the declaration of a local emergency
related to damaged caused by February 2019 storms (Office of the Town Manager)
MOTION: To adopt Consent Calendar Items 1-4, as written.
Moved: Fraser, seconded by Fredericks
VOTE: AYES: Unanimous
ACTION ITEMS
AI-1. Appointments to Town Boards & Commissions—Consider making an appointment to
the Belvedere-Tiburon Joint Recreation Committee (Department of Administrative
Services)
Town Clerk Stefani said there was one vacancy on the Belvedere-Tiburon Joint Recreation
Committee, and the Council had interviewed the single candidate tonight. She recommended the
Council consider making an appointment.
Mayor Kulik opened the floor for public comment. There was none.
MOTION: To appoint Jason Rosell to the Belvedere-Tiburon Joint Recreation Committee.
Moved: Fraser. seconded by Thier
VOTE: AYES: Unanimous
PUBLIC HEARINGS
PH-1. 8 Rolling)`Tills Road —Consider appeal of Design Review Board approval of a request
for a new house and Variance for front setback (C01111-nUnity Development Department)
Owners/Applicant: Ana & Joseph Lepera
Appellant(s): James & JoAnn To, Renata & George Lee
Address: 8 Rolling Hills Road
ZL
Assessor Parcel No.: 058-1 11-24
Page 2 of G
Torun Council Allimacs #05-2019 DRAFT March 20, 2019
Director of Community Development Kwon said the Council had continued this item to tonight
with a request for the applicant pull back level three of the proposed home laterally and meet
with the appellant to try to reach an agreement about landscape screening.
Kwon said staff had conducted a mediation meeting, and the parties had agreed that staff would
provide an analysis of comparable home square footages for both parties to use, and a
construction management plan would be required for the project. Kwon said the applicant agreed
to laterally reduce level three of the home, but there was no agreement about landscape
screening.
Staff included three suggestions for landscaping conditions in the staff report, and noted that Mr.
Lepera had submitted an item of Late Mail, requesting amendments to Condition #3. Staff found
the amendments to be acceptable, but noted that the appellants have not agreed to any
landscaping conditions at this time.
Vice Mayor Fredericks asked about the Variance proposed. Director Kwon said the only
Variance requested is for the front yard setback.
Appellant Presentation
James To, appellant, said the appellants had developed a 3D massing plan to more accurately
show the bull< and mass of the building, and the impact on the neighborhood. He said this
proposal is the largest home on the street, and is 1670 square feet larger than the average home in
the neighborhood. Mr. To said the majority of the feedback received from Design Review Board
and Councilmembers visiting the site is that the home seems quite large.
Mr. To said having a home of this size in their neighborhood would negatively affect the quality
of life of the neighbors, and said the one neighbor in support at 6 Rolling Hills had a conflict of
interest.
Mr. To presented excerpt from the Hillside Design Guidelines, sand said the home was not
properly built into the hillside. He reviewed the data on several comparable homes, and said this
proposal greatly diverges from others in the neighborhood.
Mr. To said the neighbors believe the home to be too large. and presented his suggestions for
revisions to reduce the bulk. size and mass of the home. He suggested the first and second levels
be further reduced and for the fourth level to be more sensitively designed. He noted that these
revisions would also mitigate the non-conformance between the homes at 6 & 8 Rolling Hills.
Mr. To recommended the Council send this project back to the Design Review Board with
specific direction and the recommendation to utilize the more realistic 3D rendering tools he
provided to more accurately review the bull( and mass of the home.
Councllmernber Thier asked for additional detail on Mr. To's suggested revisions. To explained
that the appellant's don't strongly object to the encroachment into the front yard setback, but do
object to the size and bulk of what is proposed within the setback.
Page 3 o1'6
Town Council Mimaes #05-2019 DRAFT Alarch 20, 2019
Applicant Presentation
Joseph Lepera, applicant, said the Council had given specific direction to pull back the third
level of the home laterally and reach and agreement with the appellant about landscape
screening. Mr. Lepera presented the changes he had made to the third level at the Council and
one of the appellants' requests. He noted that this appellant is no longer objecting to the design.
Mr. Lepera said he and Mr. To were unable to reach an agreement about landscape screening
prior to the meeting, but presented his suggestion for a compromise. He showed several front and
side elevation renderings with the suggested landscaping and explained how it would effectively
screen the home.
Mr. Lepera said he had fully complied with the direction the Council had given at the last
hearing, and noted that all of the issues raised tonight had already been analyzed by the Design
Review Board and Council.
He noted that during the building envelope removal process, the neighbors agreed with the
condition that the proposed home still comply with the 10 foot height restriction. He felt it was
not right that the appellants were now asking for even more reductions. Lepera also said much of
the home is underground and not visible as part of the mass and bulk. He said these issues had
already been addressed by the Design Review Board and Council, and he had complied with
their direction.
Dave Phelps, landscape architect, said he was tasked with providing an aesthetically pleasing
landscape plan that screened the house from the neighboi-s and the street, while on infringing on
viewshed.
Mr. Phelps said the plants will be drought-tolerant, native, low-maintenance and lie created the
plan with fire safety in mind as well.
Public Comment
Matt Teeter spol<e in opposition to the project on behalf of Alan Rappaport. He requested the
height be further reduced and certain trees not be planted to protect views.
Rita BUr(yess. Rolling }-tills Road, spoke in opposition to the project. She said the proposal was
massive, the neighboring property that was in support had a conflict of interest, and said the
home was out ofcharacter k\ith the neighborhood.
D,ivirl Renderm;tn Rnllino I I'll-, Rnnrl cnnhr in nnnncit;nn to thr nrniart "P girl the ctrnrtnr� is
- ._._...._.. .... .. r .. ... rr r.
massive and out ofcharacter with the neighborhood. He questioned why the Design Review
Board dissenting voter's opinion was not considered.
Appellant Rebuttal
Mr. To recommended the Council question the data Mr. Lepera presented on comparable homes.
Page 4 of 6
Torun Council Alimaes 405-2019 DRAFT March 20, 2019
He said the applicant is incorrectly presenting the size of the home without counting the square
footage of the basement, which the Marin County Assessor does count toward the size of the
home.
Mr. To expressed disappointment in the small amount of changes that had been made throughout
the process. He said the reason this lot is the last vacant lot on the street is because it is the most
difficult to build on.
Applicant Rebuttal
Mr. Lepera said he had accurately presented the data. He said all of the issues presented tonight
had been addressed by the Design Review Board and he had made changes in response to
concerns.
Mr. Lepera said the Design Review Board and the Council gave specific direction, and he
followed their direction. He said it was not right to ask for a complete redesign at this point.
Mr. Lepera added that he was not trying to build the biggest house on the street; lie was trying to
build his primary residence where he plans to live.
Council Deliberation
The Council asked Director Kwon to comment on the home size data presented. Kwon said he
had compiled the data based on nearby homes. but defining the homes in a "neighborhood" can
be subjective. He also explained how the County Assessor and the Town calculate square
footage differently—the Assessor counts basement space, and the Town does not.
Councilmember Weiner felt there was a matter of procedure fairness to consider: the Council had
provided clear instruction to the applicant at the last hearing about the remaining issues, and it
was important that the Council not continue to change the objectives. Wehner said the Council
gave clear direction to revise the third level and come to a decision about landscaping, and the
applicant complied. He felt it was inappropriate to ask the applicant for changes that would
require a redesign at this point. He thought the Council should support the application.
Councilmember Fraser said lie could also make the findings to deny the appeal. Fraser agreed
that the applicant did what was requested, and felt satisfied with the updated landscaping
conditions. Fraser also noted that according to the home data, the proposal would not be the
largest hone on the street. and said the side yard issue with the property at 6 Rolling Hills had
been discussed and analyzed at the prior hearing.
Vice Mayor Fredericks said she could not support the appeal, but felt that the applicant had
complied with the Councils requests in the most minimal way possible and was not truly in the
Spirit of solving the issues of the bulk and mass of the hone.
Councilmember Thier supported the appeal. She noted that almost every neighbor was against
the proposal. and felt it was an issue of neighborhood character. She agreed that the applicant
had made some changes. but in a minimal way. She felt that more could be done to bring the
neighborhood into better unity. She liked the appellant`s suggestions for revisions to the first,
Page 5 of'6
Town Council 111inwes 40-2019 DRAFT A,Iar(h 20, 2019
second and 601n-th floors.
Mayor Kulik agreed that the applicant had addressed the two requests of the Town Council since
the last meeting. He felt the other major issue with the proposal was the requested Variance, but
felt that this Variance was an ultimate benefit to the neighborhood. He noted that the applicant
had honored the height restriction, and that likely drove much Of initial design. lie said an
exhaustive review of this project had been conducted, and he could not make the findings to
support the appeal.
MOTION: To partially grant the appeal, subject to the following: 1) the four landscape
screening conditions of approval as outlined in the staff report and amended by
applicant Joseph Lepera's letter of March 18, 2019; 2) to require a construction
management plan for the construction at 8 Rolling Hills; 3) to reduce the height of
the tree in the northwest corner of 8 Rolling Hills; and 4) to direct staff to return
with an appropriate resolution for consideration of adoption at the next Town
Council meeting.
Moved: Weiner, seconded by Fraser
VOTE: AYES: Fraser, Fredericks, Kulik, Weiner
NAYS: Thier
TOWN COUNCIL REPORTS
COnncllmember Weiner asked for two items to be added to upcoming agendas: 1) the creation of
a subcommittee to study sustainable practices, and 2) Council consideration of video streaming
public meetings.
Councilmember Thier asked that a single-use food container ordinance be added to an upcoming
agenda, and said she would provide staff relevant materials.
TOWN MANAGER REPORT
Town Manager Chanis said he would be out of the office for several days.
WEEKLY DIGESTS
Received.
ADJOURNMENT
There being no further business before the Town Council of the Town of Tiburon, Mayor Kulik
adjourned the meeting at 9:15 p.m.
DAVID KULIK. MAYOR
ATTEST:
LEA STEFANI. TOWN CLERK
Page 6 q f 6
Town Council Mimaes 905-2019 DRAFT March 20, 2019
Town Council Meeting
TOWN OF TIBURON April 3, 2019
1505 Tiburon Boulevard Agenda ]tem: CC - 4
Tiburon, CA 94920
STAFF O .
To: Mayor and Members of the Town Council
From: Community Development Department
Subject: 8 Rolling Hills Road: Appeal of Site Plan and Architectural Review approval
for the Construction of a New Single-Family Dwelling, with a Variance for
front setback; Joseph & Ana Lepera, Owner; James & JoAnn To, Renate &
George Lee, Appellants; File Nos. DR2018-073 & VAR2018-019; Assessor
Parcel No. 058-111-24.
/Y
Reviewed By:
1�-
Greg Chanis,Town Manager Benjamin Stock,Town Attorne
SUMMARY
On March 20, 2019, the Town Council partially granted an appeal:of the Design Review Board's'
decision on the project at 8 Rolling HMIs Road. This item is consideration of a Resolution memorializing
that decision.
RECOMMENDED ACTIONS)
1. Adopt the Resolution as part of the Consent Calendar.
BACKGROUND
On November 15, 2018. the Design Review Board approved a Site Plan and Architectural
Review application for the construction of a new single family residence with a front setback
variance.
On March 20; 2019, the Town Council held a public hearing on an appeal of the Design Review
Board's decision on this application. After closing the public hearing, the Town Council voted 4-
1 to direct staff to prepare a resolution partially granting the appeal for consideration of adoption
at the next meeting. That resolution now comes before the Town Council for adoption. The draft
resolution is attached as Exhibit 1.
No public comments have been received as of the writing of this report.
ANALYSIS
No further analysis provided.
TOWN OF TIBURON PAGE 1 OF 3
FINANCIAL IMPACT
Staff anticipates no direct fiscal impact to the Town.
ENVIRONMENTAL REVIEW
Staff has preliminarily determined that adoption of this item is categorically exempt from the
requirements of the California Environmental Quality Act (CEQA).
On November 15, 2018 the Design Review Board, as part of its review of the project and
approval of the new single-family dwelling, deemed the project to be exempt from CEQA
pursuant to the Class 3 categorical exemptions set forth in CEQA Guidelines Sections 15303
(New Construction or Conversion of Small Structures).
To the extent further analysis is required, staff recommends that the Town Council similarly
determine that with respect to the limited Site Plan/Architectural Review approval at issue the
Project is exempt from CEQA pursuant to the same Class 3 categorical exemptions, and that no
exceptions to the exemptions apply.
Class 3 Categorical Exemption (CEQA Guidelines § 15303 — New Construction/Conversion of
Small Structures)
The proposed project is a new single-family residence.
Categorical Exemption Exceptions (CEQA Guidelines§ 15300.2)
Further, none of the exceptions listed in CEQA Guidelines Section 15300.2 apply. There is no
evidence that the Project will result in any adverse environmental impacts and the Project does
not involve any unusual circumstances or historical resources. Indeed, the proposed project
would not significantly impact any environmental resource. In addition, there is no evidence that
any significant cumulative impacts would occur.
Specific supporting details regarding the project site include the following:
1) According to the California Department of Transportation, there are no scenic highways
in Marin County.
2) According to the California Department of Toxic Substance Control, there are no
hazardous waste sites in the Town of Tiburon.
3) The lot is vacant and therefore there are no historic structures on the site.
4) It is a common practice for the Town of Tibru-on's Design Review Board to approve new
1,n„ T►, ,I„ T':4. 1. ,J: 00 n-I l: - IT:] n ,. l
11vIl-eJ. l here are 11LI111CM-LIS cxa►illJlCS iii ibUr0n iilwiiuiiig oo twiur1g riui� ltvau.
RECOMMENDATION
Staff recommends that the Town Council adopt this Resolution (Exhibit 1), as part of the
Consent Calendar.
TONVN or TIBILRoy PAGE 2 m 3
Exhibit:
1. Draft Resolution partially granting the appeal
Prepared by: Sung H. Kwon,Director of Community Development
ToNN x or Ti BL RON P,vs v 3 OF 3
RESOLUTION NO. Draft-2019
A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF TIBURON
PARTIALLY GRANTING AN APPEAL OF THE DESIGN REVIEW BOARD'S
APPROVAL OF NEW SINGLE-FAMILY RESIDENCE WITH A VARIACE FOR
FRONT YARD SETBACK.
8 ROLLING HILLS ROAD
(ASSESSOR PARCEL NO. 058-111-24)
WHEREAS, on Au-ust 16, 2018, the Design Review Board held a duly noticed public
hearing to consider an application (File # DR2018-073 & VAR2018-019) for the construction of
a new single-family dwelling, with a Variance for front setback at 8 Rolling Hills Road; and
WHEREAS, the Project application consists of the following:
1. Application form and supplemental materials received June 19, 2018
2. Revised Plans received March 20, 2019
The official record for this application is hereby incorporated and made part of this
Resolution. The record includes, without limitation, staff reports, minutes, application materials,
appeal materials, correspondence, and all comments and materials received at any public hearings.
WHEREAS, on August 16, 2018, the Design Review Board tools testimony and
considered the application and continued the application to October 4, 2019; and
WHEREAS, on October 4, 2018, the Design Review Board took testimony and
considered the application and continued the application to November 15, 2019; and
WHEREAS, on November 15, 2018, the Design Review Board took testimony and
considered the application; and
WHEREAS, following the public hearing, the Design Review Board voted 3-1 to
approve the application; and
WHEREAS, in approving the application, the Design Review Board found that the
project is exempt from further review under the California Environmental Quality Act (CEQA)
nLn'Suant to 6 15101 of the CEnA Cmidelinec fnr the fnllrm/;no raacrnn
_..__...._., .... ..._ ..,...,.....b .....,.......
Project is exempt from CEQA pursuant to the same Class 3 categorical exemption, and that no
exceptions to the exemptions apply.
Class 3 Categorical Exeml)tion (CEQA Guidelines § 15303 — New Construction/Conversion of
Small Structures) The proposed project involves a minor amount of new construction to add a 37
square foot addition and the restaurant use would not involve substantial hazardous materials
Town Council Resolution No. DRAF]-2019 03/03/2019 Page 1 of 10
beyond use of the normal cleaning and sanitation materials typical of any restaurant. The proposed
awning would not create significant impact. Facade upgrades are typical of restaurant
improvements.
Categorical Exeny3tion Exceptions (CEQA Gz.zi(lelines tis 15300.2)
Further, none of the exceptions listed in CEQA Guidelines Section 15300.2 apply. "There is no
evidence that the Project will result in any adverse environmental impacts and the Project does not
involve any unusual circumstances or historical resources. Indeed,the proposed project would not
significantly impact any environmental resource. In addition, there is no evidence that any
significant cumulative impacts would occur.
WHEREAS, on November 26, 2018. James & JoAnn To. Renate & George Lee, Allan
Rappaport, Rita Burgess & David Readerman, Matt & Sam Chatham (Collectively "Appellants")
filed a timely appeal of the Design Review Board's approval on the merits to the Town Council,
and did not raise the issue or challenge the approval based on the compliance with CEQA; and
WHEREAS, on February 6, 2019, the Town Council held a duly-noticed public
hearing, on a de novo basis, on the appeal, during which testimony was heard and considered
regarding the application and the Design Review Board's review and decision on the application
and continued the hearing to March 20, 2019.
WHEREAS, on March 20 2019, the Town Council held a continued public hearing
which testimony was heard and considered regarding the appeal with additional information
provided by the applicant. At the conclusion of the public hearing, the Town Council voted 4-1 to
direct staff to prepare and return with a draft resolution for consideration of adoption at the next
meeting. The draft resolution would partially grant the appeal by adding certain conditions of
approval to the Project.
WHEREAS, the Town Council finds that the Project is exempt from further review
Under CEQA pursuant to pursuant to S 15303 ofthe CEQA Guidelines for the same reasons found
by the Design Review Board. The Town Council directs staff to file a Notice of Exemption to that
effect.
NOW, THEREFORE, BE IT RESOLVED that the foregoing Recitals are true and
correct and are incorporated herein and form a part of this Resolution.
BE IT FURTHER RESOLVED that the Town Council of the Town of Tiburon hereby
partially grants the appeal of the Appellants by imposing the folloA in(,, conditions of approval as
set forth on attached Exhibit "A", hereby fully incorporated and made a part of this Resolution.
PASSED AND ADOPTED at a regular meeting ofthe Town Council on April 3, 2019
by the following vote:
AYES: COUNCILMEMBERS:
NAYS: COUNCILMEMBERS:
Town Council Resolution No. DRAFT-2019 03/03/2019 Page 2 of 10
DAVID KULIK, MAYOR
TOWN OF TIBURON
ATTEST:
LEA STEFANI, TOWN CLERK
Town Council Resolution No. DRAI 1'-2019 03/03/2019 Page 3 of 10
Exhibit A
Conditions of Approval
Community Development Department
I. This approval shall be used within three (3) years of the approval date, and shall
become null and void unless a building permit has been issued.
2. The owner and/or applicant shall defend, indemnify, and hold the Town harmless
along with the Town Council, commissions. boards, agents, officers, employees,
and consultants from any claim, action, or proceeding("action"), against the Town,
its boards, commissions, agents, officers, employees, and consultants attacking or
seeking to set aside, declare void, or annul the approval(s)of the project or alleging
any other liability or damages based upon, caused by, or related to the approval of
the project. The Town shall promptly notify the owner and/or applicant of any
action. The Town, in its sole discretion, may tender the defense of the action to the
owners and/or applicants or the Town may defend the action with its attorneys with
all attorney's fees and litigation costs incurred by the Town in either case paid for
by the owner and/or applicant.
9. The construction of this project shall substantially conform to the application as
approved by the Town Council on March 20, 2019, as may be amended by these
conditions of approval. Any substantial modification to the drawings dated March
12, 2019, stamped "Approved by Town Council March 20, 2018", as determined
in the discretion of the Director of Community Development or his/her designee,
shall be reviewed and approved by the Design Review Board.
10. Construction drawings submitted to the Building Division for plan check shall be
materially identical to those approved by the Town Council. If any changes are
made to the approved Town Council drawings, the permit holder is responsible for
clearly identifying all such changes when construction drawings are submitted to
the Building Division for plan check. For Planning Division conformance check
purposes, such changes must be clearly highlighted (with a "bubble" or "cloud")
on the submitted construction drawings. A list describing in detail all such changes
shall be submitted and attached to the construction drawing set, with a signature
block to be signed by the Planning Division Staff member indicating that these
changes have been reviewed and are approved, or will require separate Design
Review approval. All changes to a project that have not been explicitly approved
by Planning Division Staff as part of the Building Division Plan Check process are
not approved. Construction that does not have Planning Division approval is not
valid and shall be subject to stop work orders and may require removal.
1 l. At the time of building permit submittal, construction drawings for building permit
shall demonstrate that all exterior lighting fixtures, other than those specifically
approved by the Town Council to be others ise, must be down-light type fixtures
with shielding where appropriate.
Town Council Resolution No. DRA1- 1-2019 W/03/2019 Page 4 of 10
12. At the time of building permit submittal, a photovoltaic energy system shall be
shown on the drawings in compliance with the requirements of Section 16-40.080
of the Tiburon Municipal Code and shall be installed and operational prior to
issuance of a Certificate of Occupancy or building permit final sign-off.
13. Traffic Mitigation Fees shall be paid at the time of issuance of the building permit.
14. At the time of building permit submittal/planning conformance check, it shall be
confirmed that all skylights will be bronzed or tinted in a non-reflective manner
(minimum 25%), and no lights shall be placed in the wells of the skylights.
Installation in accordance with the approved plans shall be documented prior to
final building inspection sign-off.
15. At the time of building permit submittal, a copy of the Planning Division's"Notice
of Action", including the attached "Conditions of Approval" for this project, shall
be copied onto a sheet near the front of each set of construction drawings.
16. All exterior HVAC units and generators shall comply with the Tolvn's Noise
Standards Policy for Air Conditioning Units.
www.townoftiburon.org/l)ocumentCenter/View/1050/H VAC-and-Simi lar-
Mechanical-Equipment-Noise-Policy. If the units exceed this noise standards at
the property line, noise baffles or other sound reduction shall be required to reduce
the sound levels at the property lines and may require a separate Design Review
application.
17. Throughout project construction, fencing and/or walls located within a required
setback shall not exceed six feet (6') in height at any point, measured from grade
on both sides of the fence/wall, except where allowed by Municipal Code section
16-30.040(13)(2). All new fencing, walls and footings shall be located entirely on
the subject property.
18. Prior to commencement of construction, a construction information sign shall be
posted on the site during construction of the project, in a location plainly visible to
the public. The sign shall be 24" x 24" in size and shall be made of durable.
weather-resistant materials intended to survive the life of the construction
period. The sign shall contain the following information:job street address; work
hours allowed per Chapter 13 of the Tiburon Municipal Code; builder (company
name. city. state; ZIP code); project manager Mine and phone miniber); ind
emergency contact (name and phone number reachable at all times). The sign shall
remain posted until the contractor has vacated the site.
19. Prior to under-floor inspection, a survey prepared by a licensed su-veyor of the
structure foundation is required to be submitted to the Building Division. Required
documents shall include: 1)graphic documentation accurately locating the building
on a site plan; 2) specific distances from property lines and other reference points
"Down Council Resolution No. DRAFT-2019 03/03/2019 Page 5 of 10
to the foundation as appropriate; and 3) elevations relative to mean sea level of the
foundation walls and slabs. No additional inspections will be provided until the
confirming survey results have been submitted.
20. Prior to the issuance of a Certificate of Occupancy or final building inspection sign-
off, all landscaping and irrigation shall be installed in accordance with approved
plans. The installation of plantings and irrigation shall be verified by a Planning
Division field inspection prior to the issuance of occupancy permits.
21. Prior to final inspection, the Applicant shall record a deed restriction on the subject
property with the Marin County Recorder's office that restricts the roof above level
three to be limited to solar panels and that no deck would be allowed on the roof
above level three. The language of the deed restriction shall be provided by
Planning Staff prior to recordation.
22. Prior to building permit issuance, the applicant shall revise the landscape plan to
include 5 Oak Trees (1" caliper) along the southwest property line to screen the
proposed home from 88 Rolling hills Road, in addition to the shrubs already
proposed along that property line.
23. Prior to final inspection, the property owner shall record a deed restriction that
requires the property owner to maintain in perpetuity all landscaping required by
the conditions of approval.
24. In the event any landscaping, trees or plants located on 88 Rolling Hills Road
(between the home at 88 Rolling Hills Road and the proposed home at 8 Rolling
Hills Road) die, decay or are removed, the applicant agrees that the owner(s) of 88
Rolling Hills Road may replant or reinstall landscaping, trees and/or plants of the
same type in the same location.
25. Prior to building permit issuance, the applicant shall revise the landscape plans
noting that no oak trees would be removed.
26. Prior to the issuance of a building permit, a construction management plan will be
provided to the Building Division for review and approval by the Building Official
and the Community Development Director. The required contents of the
construction management plan are outlined in Attachment 1.
27. Prior to building permit issuance, the applicant shall revise the landscape plan so
that the tree located on the northeast corner shall be a smaller tree.
Public Works Department
28. Prior to issuance of a building permit, the applicant shall incorporate into
construction documents measures for site design, source control, run-off reduction
and stormwater treatment as frond in the Bay Area Stormwater Management
Agency Association (BASMAA) Post-Construction Manual available at the
Town Council Resolution No. DRAI-1--2019 03/03/2019 Page 6 of 10
Planning Division or online at the Marin County Stormwater Pollution Prevention
Program (MCSTOPPP)website at www.mcstoppp.or-. Prior to commencement of
grading/building work on the site, the applicant shall implement the measures as
shown on the construction documents.
29. Throughout project construction, all requirements of the Town Engineer shall be
met, including, but not limited to, the following, which shall be noted on Building
Division drawings submitted for plan check:
(a) If over 2,500 square feet of surface area will be added or replaced. the
site must provide at least one Post Construction mitigation in accordance
with E.12 of the Town's Municipal Stormwater Permit and the BASMAA
Post-Construction Manual Design Guidance for Stormwater Treatment and
Control for Projects in Marin, Sonoma, Napa, and Solano Counties.
(b) Prior to issuance of a Certificate of Occupancy or building permit final
sign-off, a licensed land surveyor shall verify that fencing, walls, footings
and building foundations are entirely within the subject property. If it is
found that any portion of the structure(s) were placed outside of the
property, that portion of the structure shall be removed and relocated to be
entirely within the property boundaries. A certification letter, stamped and
signed by the surveyor shall be provided as documentation. The letter is
required to state that the licensed professional surveyor located the property
boundary of the subject property and"certifies"that all structures, including
fencing and foundations are located entirely within the subject property and
do not encroach beyond it. The certification letter shall reference the
building permit number, provide the date when the surveyor performed their
services and must reference the property address and assessor's parcel
number.
(c) If project requires movement (including cut, fill, displacement, import
and/or export) of earth measuring 50 cubic yards or greater, then the
following are required: Prior to building permit issuance the applicant shall
complete the Construction Erosion and Sediment Control Applicant
Package that can be found in the helpful forms and documents section of
the Town's website. Link: http://townoflibu-on.or1-1/156/lielpful-Forms-
Documents. Please note that projects with over 50 cubic yards of earth
movement shall also be subject to post-rain-event erosion control
inspections.
(d) Prior to issuance of a building permit, provide a geotechnical report, a
grading plan and drainage plan to the Town Engineer.
(e) Prior to i�uanre of n hi►ilrlina a nre_.r.m..i.t review incl a�ranrt.sn..
ra of an
Erosion
and Sedimentation Control Plan by the Town Engineer is required.
Tiburon Fire Protection District (TFPD)
29. Throughout the duration of project construction, all requirements of the Fire
Protection District shall be met, including but not limited to the following:
Town Council Resolution No. DRAFT-2019 03/03/2019 Page 7 of 10
(a) An automatic residential fire sprinkler system is required to be installed in all
new residences, including garages, conforming to NFPA Standard 13D, TFPD
Policy 429.5, and as modified by the Fire Marshal. Plans and hydraulic
calculations shall be submitted to the Fire Marshal for review prior to
installation. Contact the Marin Municipal Water District should an upgrade for
the domestic water meter be needed. Additional sizing may be required due to
available pressures and fire flow.
(b) Approved smoke and carbon monoxide alarms shall be installed to provide
protection to all sleeping areas. CFC 907.2.10.
(c) Firefighter Access: Access shall extend to within 150 feet of all portions of the
facility and all portions of the exterior walls of the first story of the building as
measured by an approved route around the exterior of the building or facility.
CPC 503.1.1
(d) Provide the length from the side staircase to the lowest landing point to not
exceed 150'.
(e) 'Knox' key access shall be installed at the premises conforming to TFPD Policy
423.1.
(f) This project is located in a wildland-urban interface area and must meet all
applicable California Building Code requirements. See CBC Chapter 7A
(g) NFPA, California Fire Code, State Fire Marshal Building Standards and
Regulations,Conformance Required. Subjectto AB 2188 and Tiburon Building
Division jurisdiction.
(h) No Acacia tree species are permitted to be planted on the site.
Other A2eneies
30. Prior to issuance of a building permit, the applicant shall provide a letter from
Sanitary District No. 5 confirming that there are no sanitary sewer facilities within
the former 5 foot wide sanitary sewer easement abandoned as recorded on March
29, 2017. Applicant shall obtain required permits from the Sanitary District and
comply with applicable Sanitary District regulations.
31. Prior to issuance of a Certificate of Occupancy by the Building Division, applicant
shall submit documentation from the Sanitary District confirming that all applicable
requirements of the District have been satisfied for occupancy.
32. Prior to issuance of building permit, applicant shall submit written documentation
that the final landscape and irrigation drawings would comply with current water
efficient landscape requirements of Marin Municipal Water District(MMWD).
33. Prior to issuance of a Certificate of Occupancy by the Building Division, applicant
shall submit documentation from MMWD confirming that all applicable
requirements of MMWD have been satisfied for occupancy.
------- End of Conditions of Approval -------
Town Council Resolution No. DRAFT-2019 03/03/2019 Page 8 of 10
Attachment 1
March 14. 2019
Version 5.0
The applicant shall provide a Construction Management Plan to the Town of Tiburon Building
Official prior to the issuance of a building permit. The Construction Management Plan shall
include the following:
1. Complete,Accurate and Up-to-Date 8 Rolling Hills Road Construction Schedule:
a. Initial construction schedule shall be provided to designated Rolling Hills(RH)
Road e-mail list and to the Director of Tiburon Connnunity Development, and
the Building Official.
b. Projected completed dates of key project deadlines will be noted.
c. Changes to the construction schedule shall be provided to the RI-I neighbors list,
the Director of Community Development, and the Building Official at least one
week in advance of any changes.
2. Construction equipment:
a. Provide a list of all equipment that will be used from start to finish of
construction
b. No overnight parking of any equipment or vehicles on Rolling Hills Road—this
explicitly includes cul de sac co-owned by 45 and 55 Rolling Hills Road.
3. Construction Staging: Equipment x Materials x Work Cre'vvs
a. Hours of construction set by the Town of Tiburon will be followed.
b. No parking for work crews or equipment, or staging is allowed on the following
properties:
1 Rolling Hills Road
4 Rolling Hills Road
5 Rolling Hills Road
25 Rolling Hills Road
35 Rolling Hills Road
45 Rolling Hills Road
55 Rolling Hills Road
65 Rolling Hills Road
75 Rolling Hills Road
88 Rolling Hills Road
100 Rolling Hills Road
c. No materials will be staged on Rolling I fills property listed above.
d. No overnight storage of materials on Rolling Hills Road is allmwed.
e. Flagging 2 sets of road flag crews will be provided Burin- heavy equipment use
and delivery hours: (i) south of 8 RI 1 job site for egress exit for Rolling Hills
residents: 25 / 88/ 100/45 / 55/65 and 75 RI l and, (ii) at"T-intersection"for
residents of(i) Spring Lane, (ii) Stephens Court and (iii) Rolling Ilills Road thru
the entire construction timeline.
4. Construction: (i) Offload dirt/excavation, (ii) concrete foundation and (iii) construction
a. All hillside excavation/dirt offload procedures & scheduling will be submitted.
b. All concrete truck&.related 8 Rolling dills pouring scheduling will be
submitted.
Town Council Resolution No. DRAFT-2019 03/03/2019 Page 9 of 10
c. All construction truck & materials scheduling and siting locations will be
submitted.
d. All truck deliveries and use of heavy equipment such as concrete trucks shall not
occur during commute hours and school pick up hours.
5. Construction Contractor x Work Crews
a. On job site posting of 8 RH job foreman and contractor with 7 x24 mobile
telephone and e-mail.
6. Rolling Hills Road Access, Maintenance and Repair
a. Unobstructed Rolling Hills Road access will be available at all times within
reason as determined by the Building Official.
b. 8 RH will maintain pre-construction cleanliness and road conditions at all times.
c. Property Owner shall provide video evidence of preconstruction roadway
conditions. If the road is damaged by the construction, the oNvner shall repair the
road to preconstruction conditions.
d. All Rolling Hills Road pavement repairs and landscaping are the responsibility of
8 RH. This includes all trees, shrubs and side-yards up Round Hill Road—to-job
site.
e. No certificate of occupancy will be issued to 8 RH until all road wort: is
completed and to the satisfaction of Community Development Director.
7. Construction Management: All infractions, violations of above 8 RH Construction Plan will
be handled as follows:
a. Job site matters will be directed to 8 R14 contractor/job site foreman.
b. If the job site foreman does not adequately address the issues, concerns will be
brought to the Building Official (Clay Salzman). The Building Official will
correct any violations as deemed appropriate by the Building Official.
Town Council Resolution No. DRAFT-2019 03/03/2019 Page 10 of 10
Town Council Meeting
TOWN OF TII3URON April 3, 2019
1505 Tiburon Boulevard Agenda Item: CC - 5
Tiburon, CA 94920
STAFF REPORT
To: Mayor and Members of the Town Council
From: Public Works Department
Subject: Recommendation to Award the Virginia Undergrounding District Project
Construction Management Contract to Green Valley Consultants
Reviewed By:
f
G-e,, Chanis,Town Manager Benjamin Stock,Town Attorney
SUMMARY
The Town solicited proposals for the Construction Management of the Virginia Undergrounding'District
Project and received four proposals. Staff recornmends selecting Green Valley Consulting Engineers for
the work.
RECOMMENDED ACTION(S)
1. Authorize the Town Manager to approve the award of a contract for construction
management of the Virginia Undergrounding District Project to Green Valley Consulting
Engineers in the amount of$128,215 with the award letter to be sent to Green Valley
Consulting Engineers, at the close of the Bond Sale.
BACKGROUND
On January 17, 2018, the Town Council approved the Preliminary Engineer's Report for the
Virginia Undergrounding District Project. This report included an estimated total project cost of
$1,683,000, and on March 21, 2018, property owners in the district approved assessments in that
amount.
The design of the project was completed b� Harris and Associates and the project put out for bid
on January 17, 2019. Bids were opened on February 21, 2019. On March 6, 2019, Council
authorized award of the construction contract at the closing of bond sale.
Staff solicited proposals from consultants for the construction management of this project and
received four proposals.
ANALYSIS
Staff analyzed the proposals and recommends selecting Green Valley Consultants for the work.
The reasons for this are:
1. The construction manager Green Valley proposes to use on the project has experience on
three undergrounding projects including the Del Mar project in Tiburon.
TOWN OF TIBURON PAGE 1 OF 2
2. Green Valley recommended appropriate staffing levels for the project and is able to
supply this level of service.
3. We have used Green Valley successfully on several projects in the past.
Bonds need to be sold to cover the cost of the project. The close of the bond sale is anticipated to
be May 9, 2019. The award letter would be sent to the consultant after the bond sale closes. Staff
is recommending Council authorize the award tonight so the consultant can begin work as soon at
the contractor does.
FINANCIAL IMPACT
The total cost of this project is covered by residents. There is no direct fiscal impact to the Town.
The 2018-19 Capital Improvement Budget included $1,683,000 for the Virginia Undergrounding
District Project, all of which will be provided through the sale of bonds as discussed above.
ENVIRONMENTAL REVIEW
A Categorical Exemption was filed for this project on September 22, 2017. The improvements
constitute minor alterations of existing public facilities, pursuant to Section 15301.b.: "Existing
facilities of both investor and publicly-owned utilities used to provide electric power..... or other
public utility services, involving negligible or no expansion of use beyond that existing at the
time of the lead agency's determination." The work would also be exempt with respect to:
Section 15302.c. Replacement or reconstruction of existing utility systems and/or
facilities involving negligible or no expansion of capacity.
Section 15304.f. Minor Alterations to Land, (f) minor trenching and backfilling where the
surface is restored.
RECOMMENDATION
Staff recommends that the Town Council:
1. Authorize the Town Manager to approve the award of a contract for construction
management of the Virginia Undergrounding District Project to Green Valley Consulting
Engineers in the amount of$128,215 with the award letter to be sent to Green Valley
Consulting Engineers, at the close of the Bond Sale.
Prepared By: Patrick Barnes,Town Engineer
T01vy Of THAIR0y PAGE 2 oiE 2
Town Council Meeting
TOWN OF TIBURON April 3, 2019
1505 'Tiburon Boulevard Agenda Item: CC - 6
Tiburon, CA 94920
STAFF O .
To: Mayor and Members of the Town Council
From: Department of Administrative Services
Subject: Recommendation to Accept the February 2019 Investment Summary
Reviewed I3y: �
X�., N/A
Greg Chanis,Town Manager Benjarnin Stock,Town Attorney
SUMMARY
Staff provides the Town Council a monthly report on the Town's investment activity. This
report is for the month ended February 2$,2019.
RECOMMENDED ACTION(S)
1. Staff recommends that the Town Council:
Move to accept the Investment Summary for February 2019
BACKGROUND
Pursuant to Government Code Section 53601, staff is required to provide the Town Council with
a report regarding the Town's investment activities for the period ended February 28, 2019.
ANALYSIS
February 2019
Interest
Agency Investment Amount Rate Maturity
Town of Tiburon Local Agency Investment 21,961,019.21 2.3921%, Liquid
Fund (LAIF)
Total Endin2 Balance $22,061,019.21
The total invested at the end of the prior month was $21,961,019.21, therefore; the Town's
investments increased by $100.000.00 over January 2019.
Attached as Exhibit 1 to this report is the Town's Public Agency Retirement Services February
2019 Statement for its Section 1 15 Irrevocable Trusts for Other-Post-Employment Benefits and
Pension.
TOWN OF TIBURON PAGE I OF 2
FINANCIAL IMPACT
No financial impact occurs by accepting this report. The Town continues to meet the priority
principles of investing—safety, liquidity and yield in this respective order.
ENVIRONMENTAL REVIEW
Staff has preliminarily determined that acceptance of this investment summary is statutorily
exempt fi-om the requirements of the California Environmental Quality Act (CEQA) pursuant to
Section 15378 of the CEQA Guidelines in that it does not constitute a project under CEQA.
RECOMMENDATION
Staff recommends that the Town Council:
Move to accept the Investment Summary for February 2019
Exhibit(s):
1. PARS Section 115 Trust Account activity for February 2019
Prepared By: Suzanne Sweitzer,Director of Administrative Services
Tow OF TIBURON PAGE 2 of 2
#
1'"`AR 1 8, 2019
TORR OF 77BUROA1 i1``' Account Report for the Period
R4RS Post-Emphymeut Benefits Trust 2/1/2019 to 2/28/2019
Greg Chanjs
"(bwn mantagcr
TONvn of Tiburon
1505 Tiburon Blvd.
"Tiburon,CA 94920
Account Suddtmady
Beginning Balance as Ending
of Balance as of
Source 2/1/2019 Contributions Earnings Expenses Distributions Transfers 2/28/2019
01163 $2,203,853.70 $0.00 $41,860.81 $459.14 $0.00 $0.00 $2,245,255.37
PENSION $1,262,663.04 $0.00 $12,855.51 $263.05 $0.00 $0.00 41,275,255.50
Totals 43,466,516.74 $0.00 $54,716.32 $722.19 S0.00 $0.00 43,520,510.87
InvestmentSelection
tiou-ce
0111:3 Balanced Index PLUS
PENSION Moderately Conservative Index PLUS
Investment Objective
Source
The dual goals of the Balanced Strategy are growth of principal and income.While dividend and interest income are an important component of
0111.3 the objective's total return,it is expected that capital appreciation will comprise a larger portion ofthe total return.The portfolio will be allocated
between equity and fixed income investments.
The dual goals ofthe Moderately Conservative Strategy are current income and moderate capital appreciation.The major portion of'the assets is
ITNSION
comlttilted to fncome-producing securities.Market fluchaations should be expected.
ITdVe.StdnL'Tdt.RG'tdTYTZ
I luno thud 12ciwn�
Source 1-1-Month 3-Months 1-Year � 3Ycvt 5-years 101tats Plan's Inception Date
0111-113 1.90% 3.04"0 3,090'. 9/15/2016
111-NSION L023o 2.6loo - - - - 7/10/2018
h,"I a,prnrided b}Uti 13snk. 1,o,i e Jo PARS Not HAC Loured; No Bank Guartmec; May Lose Value
Past p rformance dorti not hu rau#ee luuur ,•su,,,. Perlonnancc returns may not re(leer the deduction of apphcablr tees t�hich could reduce tenons Infonnar n is dt•enmd m6able but m t�L::sub_jer7 to ch.uee
m esuncni Rciw n: Annualized rile ul'rclui i i..,c reuuv on an invasimcnl oyer a pu,iod other than one yon multiplied or divid'd to give a ompalable lie-,Cal return.
Account balking.arc inclusk e l,1 I ni t Admin haat ion.Trustee and Inecsonom Aanngemen(Ices
lidadqueincrs-43i0','nn Korman Ave,Suite.l ift).Netrport]3eac1;.CA 921;(0 80540.6369 Pax 949350.1250 tvnrc.par...or�
Town Council Meeting
TOWN OF TI.BURON April 3, 2019
1505 Tiburon Boulevard Agenda Item: Al - I
Tiburon, CA 94920
STAFF REPORT
To: Mayor and Members of the Town Council
From: Office of the Town Manager
Subject: Assessment District No. 2017-2 (Virginia Undergroundijig District)-Adopt
Resolution of Issuance Authorizing the Issuance of Bonds and Related Actions
Reviewed By: XI
Greg Chanis,Town Manager Benjamin Stock,Town Attorney
SUMMARY
The Council will consider adoption of a Resolution of Issuance authorizing issuance of Series B Bonds
and other actions, and consider-related amendments to the Town's Debt Policy.
RECOMMENDED ACTIONS)
1. Adopt Resolution of Issuance attached as Exhibit 1.
2. Approve the amendment to the d'own's Debt Policy attached as Exhibit 6.
BACKGROUND
On May 3, 2017, the Town Council adopted Resolution No. 10-2017 declaring its intention to
form Assessment District No. 2017-2 (Virginia Undergrounding District) (the "District") and
declaring its intention to order the construction of certain improvements to underground utilities
within the District (the "Improvements"). Resolution No. 10-2017 also declared the intent of the
Town Council to issue bonds secured by the assessments to be levied on property in the District
pursuant to the Improvement Bond Act of 1915. being Division 10 (commencing with Section
8500) of the Streets and Highways Code (the "1915 Act").
On March 21, 2018, the Town Council approved Resolution No. 15-2018 Milch confirmed
assessments on the parcels within Assessment District No. 2017-2 (Virginia Underground
District) (the "District"). As directed in Resolution No. 15-2018, the Town Clerk has caused a
Notice of Assessment to be recorded in the Office of the County Recorder for the County of
Marin and there is now a valid assessment lien recorded against all of the parcels against which
assessments were levied.
On June 6, 2018, the Town Council approved Resolution No. 23-2018 authorizing the issuance of
a ti►st series of bonds of the District to finance the costs of the design of the improvements to be
funded by the District (the "Improvements"). On July 1 1.2018 the Town issued the Town of
Tiburon Assessment District No. No. 2017-2 (Virginia Undergrounding District) Limited
TOWN or TIBURON PAGE I or 3
Obligation Improvement Bonds 2018 Series A (the "Series A Bonds") in the amount of$265,000
Pursuant to a Bond Indenture dated as of July 1, 2018 (the "Bond Indenture") by and between the
Town and U.S. Banl< National Association, as Trustee (the "Trustee").
On March 6, 2019 the Town Council awarded a construction contract for the Improvements to
Kerex Engineering, Inc.
Tonight, the Town Council is requested to consider the approval of a Resolution of Issuance for a
second series of bonds (the "Series B Bonds") pursuant to the 1915 Act (Exhibit 1). If the
Resolution of Issuance is approved, then the Town will proceed to issue the Series B Bonds for
the purpose of funding the construction and installation of the hnprovements. The annual
assessment installments needed to pay the debt service due on the Series A Bonds and the Series
B Bonds will be levied beginning in fiscal year 2019-20 and will appear on the tax bills of
property owners in the District who have not prepaid their assessment.
The Resolution of Issuance:
• Appoints Stifel Nicolau►s & Company, Incorporated ("Stifel") as the underwriter for the
Series B Bonds. Stifel served as Placement Agent for the Series A Bonds which, due to
the small principal amount were sold at a private sale rather than by a public offering.
• Approves the form of the First Supplemental Bond Indenture to incorporate the terms of
the Series B Bonds into the Bond Indenture. The Series A Bonds and the Series B Bonds
will be equally secured under the Bond Indenture. (Exhibit 2)
• Approves the form of the Bond Purchase Agreement between the Town and Stifel which
contains the terms and conditions on which the Town will sell and Stifel will purchase the
Series B Bonds. (Exhibit 3)
• Approves the form of the Continuing Disclosure Agreement between the Town and NBS
Pursuant to which the Town will agree to provide certain ongoing disclosure to the
marketplace concerning the Series B Bonds pursuant to the requirements of Securities and
Exchange Commission Rule 15(c)2-12. (Exhibit 4)
• Approves the form of a Preliminary Official Statement pursuant to which the Series B
Bonds will be offered to prospective purchasers. (Exhibit 5)
• Authorizes the Mayor, the Town Manager and the Finance Director to execute any and all
documents necessary to accomplish the issuance of the Series B Bonds.
Exhibit A to the Resolution of Issuance contains the good faith estimates related to the Series B
Bonds which are required by Government Code Section 5852.1.
The Town Council is also being asked this evening to amend its existing Debt Policy to add
certain language re-arding procedures related to continuing disclosure for publicly sold debt.
These changes are in response to certain amendments to SEC Rule 15(c)2-12 that took effect in
February 2019. (Exhibit 6)
ANALYSIS
No further analysis provided.
Tow*N 0r"I'[13L RON P,vct: 2 or 3
FINANCIAL IMPACT
There is no direct financial impact to the Town as a result of this action as all of the costs
associated with the District will ultimately be paid by the property owners that live in the
Assessment District.
ENVIRONMENTAL REVIEW
Staff has preliminarily determined that adoption of this item is statutorily exempt fi-om the
requirements of the California Environmental Quality Act (CEQA).
RECOMMENDATION
Staff recommends that the Town Council:
1. Adopt Resolution of Issuance attached as Exhibit 1.
2. Approve the amendment to the Town's Debt Policy attached as Exhibit 6.
Exhibits:
1. Resolution of Issuance
2. First Supplemental Bond Indenture
3. Bond Purchase Agreement
4. Continuing Disclosure Agreement
5. Preliminary Official Statement
6. Amendment to Debt Policy
Prepared By: Greg Chanis,Town Manager
ToNI,\ 01 TI PAGE 3 or 3
Sti-mllinn Yocca Carlson & Rauth
Draft of3/27/2019
RESOLUTION NO.
RESOLUTION OF THE TOWN COUNCIL OF TOWN OF
TIBURON, CALIFORNIA, AUTHORIZING AND PROVIDING
FOR THE ISSUANCE OF BONDS PURSUANT TO THE
PROVISIONS OF THE IMPROVEMENT BOND ACT OF 1915
FOR TOWN OF TIBURON ASSESSMENT DISTRICT NO. 2017-2
(VIRGINIA UNDERGROUNDING DISTRICT) AND APPROVING
CERTAIN DOCUMENTS AND AUTHORIZING CERTAIN
ACTIONS IN CONNECTION THEREWITH
WHEREAS, the Town Council of the Town of Tiburon (the "Town") has previously adopted
Town Council Resolution No. 2996 supporting the Undergrounding of overhead utility wires and
poles and has adopted Policy and Procedures for the Formation of Utility Undergrotmding
Assessment Districts (the —Policies"); and
WHEREAS, in accordance with the Policies, this Town Council has taken proceedings under
the Municipal Improvement Act of 1913, Division 12 of the California Streets and Highways Code
(the "Code") for the Town of Tiburon Assessment District No. 2017-2 (Virginia Undergrounding
District) (the "Assessment District") and has confirmed an assessment, which assessment and a
related diagram were recorded in the office of the Director of Public Works/Town Engineer, acting
as the Superintendent of Streets, and the diagram was recorded with the County Recorder of the
County of Marin (the "County"); and
WHEREAS, a notice of assessment, as prescribed in Section 3114 of the Code, has been
recorded with the County Recorder of the County, whereupon the assessment attached as a lien upon
the property assessed within the Assessment District as provided in Section 3115 of the Code; and
WHEREAS, the proceedings provide that bonds will be issued pursuant to the Improvement
Bond Act of 1915, Division 10 of the Code (the "1915 Act") to represent and be secured by the
unpaid assessments on the parcels within the Assessment District; and
WHEREAS, on July 10, 2018, the Town issued a first series of bonds (the "Series A Bonds")
secured by the unpaid assessments pursuant to a Bond Indenture dated as of July 1, 2018 (the
"Original Indenture") between the Town and U.S. Bank National Association, as 'Trustee (the
"Trustee") for the propose of financing the design and engineering costs related to the improvements
for which the assessments were confirmed (the "improvements"); and
WHEREAS, this Town Council now desires to authorize the issuance of a second series of
bonds (the "Series B Bonds") to be secured on a parity with the Series A Bonds by the unpaid
assessments for the purpose of financing the cost of constructing the Improvements; and
WHEREAS, in accordance with the Policies, prior to the issuance of the Series A Bonds. the
Toxvn retained the services of Stifel Nicolaus & Company, Incorporated ("Stifei") to act as the
Placement Agent for the Series A Bonds and as the Underwriter for the Series B Bonds; and
WHEREAS, there has been presented to the Town Council the forms of a First Supplemental
Bond Indenture between the Town and the Trustee (the "First Supplement" and to,,ether with the
EXHIBIT I
Original ludentul-e, the "Bond Indenture"), a Continuing Disclosure Agreement by and between the
Town and NBS ("Continuing Disclosure Agreement"), a Bond Purchase Agreement to be entered
into between the Town and Stifel ("Underwriter"), as the purchaser of the Series B Bonds ("Bond
Purchase Agreement") and the form of a Preliminary Official Statement for the Series B Bonds
("Preliminary Official Statement").- and
WHEREAS, the Town desires to approve the forms of the First Supplement, the Continuing
Disclosure Agreement and the Bond Purchase Agreement; to authorize the issuance of the Series B
Bonds and the sale thereof to the Underwriter on the terms approved hereby; to authorize the
distribution of the Preliminary Official Statement to prospective purchasers of the Series B Bonds
and to authorize the officers of the ']'own to take all actions required for the issuance of the Series B
Bonds;
WHEREAS, in accordance with the requirements of Government Code Section 5852.1, there
has been presented to this Town Council and disclosed at the meeting at which this resolution is
being adopted the information required by Government Code Section 5852.1(a)(1) which is attached
hereto as Exhibit A;
NOW, THEREFORE, the Town Council of the Town of Tiburon DOES HEREBY FIND,
DETERMINE, RESOLVE, AND ORDER as follows:
Section 1. The above recitals are all true and correct.
Section 2. The First Supplement is approved in substantially the form presented to this
Town Council; and each of the Mayor, the Town Manager, the Finance Director and their written
designees (individually an "Authorized Officer" and, collectively, the "Authorized Officers"), acting
alone, is authorized and directed to execute, and the Town Clerk, or her written designee, is
authorized to attest, the First Supplement substantially in the form approved with such additions
thereto and changes therein as the Authorized Officer executing the First Supplement deems
necessary to effectuate the issuance of the Series B Bonds in accordance with the Bond Purchase
Agreement, or as required by the Town Attorney and the Town's Bond Counsel, Stradling Yocca
Carlson & Rauth, a Professional Corporation (the `Bond Counsel"), for the issuance of the Series B
Bonds. Approval of such changes shall be conclusively evidenced by the execution and delivery of
the First Supplement by any one of the Authorized Officers.
Section 3. The Series B Bonds in an aggregate principal amount not to exceed One
Million Three Hundred Thirty-Six Thousand Eight Hundred Twenty-Three and 70/100 Dollars and
00/100 ($11,336,823.70). representing the amount of the unpaid assessments less the amount of the
Series A Bonds ($265.000). shall be issued pursuant to the provisions of the Act upon the security of
unpaid assessments levied within the Assessment District and as set forth in the Bond Indenture. The
Series B Bonds shall be dated. be in such aggregate principal amount, bear interest at such rates, and
mature on such dates and in such amounts as are set forth in the Bond Purchase Agreement upon the
execution and delivery thereof in accordance with Section 7 below. The Series B Bonds shall be
issued substantially in the form of bonds set forth in the Act, except as such form may vary fi-om the
terms and conditions set forth in this Resolution and the Bond Indenture. The principal amount of
the Series B Bonds to be sold will be determined by the Town Manager or his designee or the
Finance Director, up to but not to exceed the amount set forth above.
2
Neither the faith and credit nor the taxing power of the Town, the County of Marin. the State
of California or any political subdivision thereof is pledged to the payment of the Series B Bonds.
The Town is not obligated to advance available finds from the Town treasury to the Redemption
Fund in the event of a delinquency in the payment of an assessment installment or installments. The
Series B Bonds are not general obligations of the Town; they are limited obligations payable solely
from the funds specified in the act and the Bond Indenture.
The Town Council hereby finds and determines that the issuance of the Series B Bonds is
consistent with the Policies and that the information in Exhibit A hereto satisfies the requirements of
Government Code Section 5852.1(a)(1).
Section 4. The provisions of Part 11.1 (commencing with Section 8760) of the Act,
providing an alternative procedure for the division of land and the Series B Bonds, shall apply.
Section 5. The Continuing Disclosure Agreement is approved in substantially the form
presented to the Town Council; and each Authorized Officer is hereby authorized and directed, for
and in the name of and on behalf of the Town, to execute, and the Town Clerk, or her written
designee(s), to attest to and deliver to NBS, as Dissemination Agent, the Continuing Disclosure
Agreement substantially in the form hereby approved, with such additions thereto and changes
therein, including the selection of an alternate Dissemination Agent from time to time, as may be
approved by the Authorized Officer executing such agreement or required by the Town Attorney or
Bond Counsel, such approval or requirement to be conclusively evidenced by the execution and
delivery of the Continuing Disclosure Agreement.
Section 6. The form of the Preliminary Official Statement presented at this meeting is
hereby approved, and the Underwriter is hereby authorized to distribute the Preliminary Official
Statement to prospective purchasers of the Series B Bonds in the form hereby approved, together
With such additions thereto and changes therein as are determined necessary by any of the Authorized
Officers, or the written designee of either, to make such Preliminary Official Statement final as of its
date for purposes of Rule 15c2-12 of the Securities and Exchange Commission, including, but not
limited to, such additions and changes as are necessary to make all information set forth therein
accurate and not misleading. Each of the Authorized Officers is hereby authorized to execute a final
Official Statement in the form of the Preliminary Official Statement, together with such changes as
are determined necessary by any of the Authorized Officers, to make such Official Statement
complete and accurate as of its date. The Underwriter is further authorized to distribute the final
Official Statement for the Series B Bonds and any supplement thereto to the purchasers thereof upon
its execution by one of the Authorized Officers.
Section 7. Subject to Section 3 hereof, the sale of the Series B Bonds to the Underwriter
is hereby approved provided that (a)the Underwriter's discount, exclusive of original issue discount,
shall not exceed two and one-tenth percent(2.l 0%) of the oril-inal aggregate principal amount of the
Series B Bonds issued, (b) the true interest cost on the Series B Bonds, as calculated by Sperry
Capital, Inc.. the Town's Municipal Advisor, shall not exceed four and three-tenths percent (4.30%)
per annUrn. and (c) the final principal amounts, discount and interest rates for the Series B Bonds
shall have been approved by tine Town Manager or the Finance Director; and, subject to such
approval, ani one of the Authorized Officers is hereby authorized and directed to evidence the
Town's acceptance of the offer made by executing and delivering to the Underwriter a Bond
Purchase Agreement substantially in the form hereby approved with such additions thereto and
changes therein as may be approved by the Authorized Officer executing the agreement, or required
by Town Attorney or Bond Counsel, such approval or requirement to be conclusively evidenced by
the execution and delivery of tile Bond Purchase Agreement.
Section 8. The Trustee is hereby authorized and directed to authenticate the Series B
Bonds and to deliver them to The Depository Trust Company on behalf of the Underwriter upon
payment of the purchase price thereof.
Section 9. The Authorized Officers and other officers of the Town are hereby authorized
and directed, jointly and severally, to do any and all things and to execute and deliver any and all
documents which they may deem necessary or advisable in order to consummate the sale and
delivery of the Series B Bonds and otherwise to effectuate the purposes of this resolution;. and any
actions previously taken by such officers for these purposes are hereby ratified and confirmed.
Section 10. Any action authorized or directed in this resolution to be taken or performed
by an Authorized Officer may be taken or performed by their designee with the same force and effect
as if taken or performed by such Authorized Officer.
Section 11. If any section, subsection, sentence, clause or phrase of this resolution is, for
any reason, held to be invalid or unconstitutional, such decision shall not affect the validity or
constitutionality of the remaining portions of this resolution. The Town Council hereby declares that
it would have passed this resolution and each section, subsection, sentence, clause or phrase hereof,
irrespective of the fact that any one or more sections, subsections, sentences, clauses or phrases be
declared invalid or unconstitutional.
Section 12. The Town Council finds the adoption of this resolution is not subject to the
California Environmental Quality Act ("CEQA") pursuant to Sections 15060(c)(2) (the activity will
not result in a direct or reasonably foreseeable indirect physical change in the environment) and
15060(c)(3) (the activity is not a project as defined in Section 15378) of the CEQA Guidelines,
California Code of Regulations, Title 14, Chapter 3, because it has no potential for resulting in
physical change to the environment, directly or indirectly.
Section 13. This Resolution shall take effect immediately upon its adoption by the Town
Council, and the Town Clerk shall certify the vote adopting the resolution.
PASSED, APPROVED. and ADOPTED on April 3, 2019.
DAVID KULIK, Mayor
ATTEST:
LEA STEEANI
Town Clerk
4
EXHIBIT A
GOOD FAITH ESTIMATES
The good faith estimates set forth herein are provided with respect to the Series B Bonds in
accordance with California Government Code Section 5852.1. Such good faith estimates have been
provided to the Town by its Municipal Advisor.
Principal Amount. The Municipal Advisor has informed the "Town that, based on the Town's
financing plan and current market conditions, its good faith estimate of the aggregate principal amount
of the Series B Bonds to be sold is $1,290,000(the "Estimated Principal Amount"). Based on the
Estimated Principal Amount,the following good faith estimates are provided:
(a) True Interest Cost of the Series B Bonds. The Municipal Advisor has
informed the Town that, assuming that the Estimated Principal Amount of the Series B 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 Series B 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 Series B Bonds, is 3.75%.
(b) Finance Charge of the Series B Bonds. The Municipal Advisor has informed
the Town that, assuming that the Estimated Principal Amount of the Series B 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 Series B Bonds, which means the sum of all fees and charges
paid to third parties, is $349,597, of which $102,697 is for costs of issuance to be paid from Series B
Bond proceeds, $26,900 is for the Underwriter's discount and $220,000 is for fees paid to the Trustee
and the dissemination against and for other administrative costs to be incurred over the life of the
Series B Bonds from funds other than Series B Bond proceeds.
(c) Amount of Proceeds to be Received. The Municipal Advisor has informed the
Town that, assuming that the Estimated Principal Amount of the Series B 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 Town for sale of the Series B Bonds, less
the finance charge of the Series B Bonds paid from Series B Bond proceeds, which amount is
estimated to be $129,597, and any reserves or capitalized interest to be paid or funded with proceeds
of the Series B Bonds, which is estimated to be $107,438, is $1,044,577.
(d) Total Payment Amount. The Municipal Advisor has informed the Town that,
assuming that the Estimated Principal Amount of the Series B 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 Town will make to pay debt service
on the Series B Bonds, plus the finance charge for the Series B Bonds as described in (b) above not
paid with the proceeds of the Series B Bonds, calculated to the final maturity of the Series B Bonds,
$2,45 7,0'02 ($16,298 of wi►ici► will be paid for 1iom capitalized interest).
The foregoing estimates constitute good faith estimates only. The actual principal amount Of the
Series B Bonds issued and sold, the true interest cost thereof, the finance charges thereof; the amount of
proceeds received therefrom and total payment amount with respect thereto may differ from such good
faith estimates due to (a) the actual date of the sale of the Series B Bonds being different than the date
assumed for purposes of such estimates, (b) the actual principal amount of Series B Bonds sold being
different fi-om the Estimated Principal Amount, (c) the actual amortization of the Series B Bonds being
different than the amortization assumed for pur-poses of such estimates, (d) the actual market interest
rates at the time of sale of the Series B Bonds being different than those estimated for purposes of such
estimates, (e) other market conditions, or (f) alterations in the Town's financing plan, or a combination
of such factors. The actual date of sale of the Series B Bonds and the actual principal amount of Series B
Bonds sold will be determined by the Town based on the timing of the need for procceds of the Series B
Bonds and other factors. The actual interest rates borne by the Series B Bonds will depend on market
interest rates at the time of sale thereof: The actual amortization of the Series B Bonds will also depend,
in part.on market interest rates at the time of sale thereof. Market interest rates are affected by economic
and other factors beyond the control of the Town.
6
Stradlinb Yocca Carlson & Ratith
Draft of 312 712 019
FIRST SUPPLEMENTAL BOND INDENTURE
By and between
TOWN OF TIBURON
and
U.S. BANK NATIONAL ASSOCIATION,
as Trustee
Dated as of May 1,2019
Relating to
[$Amount]
TOWN OF TIBURON
ASSESSMENT DISTRICT NO. 2017-2
(VIRGINIA UNDERGROUNDING DISTRICT)
LIMITED OBLIGATION IMPROVEMENT BONDS
2019 SERIES B
EXHIBIT 2
Table of Contents
Page
ARTICLE I
DEFINITIONS
Section1.1. Definitions........................................................................................................2
ARTICLE 11
GENERAL AUTHORIZATION AND BOND TERMS
Section 2.1. Amount, Issuance, Purpose and Nature of Series B Bonds..............................2
Section 2.2. Description of Series B Bonds; Interest Rates .................................................2
Section 2.3. Form of Series B Bonds; Execution and Authentication..................................3
Section 2.4. Conditions to Issuance of Series B Bonds........................................................3
ARTICLE III
APPLICATION OF PROCEEDS OF SERIES B BONDS
Section 3.1. Application of Proceeds of Sale of Series B Bonds.........................................3
Section 3.2. Proceeds from the sale of the Series B Bonds shall be used as follows:..........3
ARTICLE IV
REDEMPTION OF SERIES B BONDS
Section 4.1. Redemption of Series B Bonds.........................................................................4
ARTICLE V
MISCELLANEOUS
Section 5.1. Allocation of Prepayments...............................................................................5
Section 5.2. Provisions of Original Indenture in Effect .......................................................5
Section 5.3. Partial Invalidity...............................................................................................5
Section 5.4. Execution in Counterparts................................................................................5
Section 5.5. Governing Law.................................................................................................5
FIRST SUPPLEMENTAL BOND INDENTURE
THIS FIRST SUPPLEMENTAL BOND INDENTURE, dated as of May 1. 2019 (the "First
Supplement''), by and between Town of Tiburon (the "Town") and U.S. Bank National Association,
as trustee (the "Trustee"), supplements the Bond Indenture dated as of July 1, 2018 (the "Original
Indenture" and together with this First Supplement, the `Bond Indenture") by and between the "Town
and the Trustee, and is being executed to provide for the issuance of the Town of Tiburon
Assessment District No. No. 2017-2 (Virginia Undergrounding District) Limited Obligation
Improvement Bonds 2019 Series B which are being issued as Parity Bonds in accordance with the
Original Indenture.
RECITALS:
WHEREAS, the Town Council of the Town of Tiburon (the "Town Council") has taken
proceedings under the Municipal Improvement Act of 1913, Division 12 of the California Streets and
Highways Code (the "1913 Act"), for the formation of the Town of Tiburon Assessment District
No. No. 2017-2 (Virginia Undergrounding District) (the "Assessment District") and has confirmed
an assessment, which assessment and a related diagram were recorded with the Superintendent of
Streets, and a notice of assessment, as prescribed in Section 3114 of the Code, has been recorded
With the County Recorder of the County of Marin, whereupon the assessment attached as a lien upon
the property assessed within the Assessment District as provided in Section 31 l 5 of the Code; and
WHEREAS, pursuant to the Original Indenture, the District has previously issued its Town
of Tiburon Assessment District No. No. 2017-2 (Virginia Undergrounding District) Limited
Obligation Improvement Bonds 2018 Series A (the "Series A Bonds") in the aggregate principal
amount of$265,000; and
WHEREAS, the Original Indenture permits the issuance of Parity Bonds secured by the
Assessments provided that the requirements set forth in Section 702(g) of the Original Indenture
have been satisfied; and
WHEREAS, the Town desires to issue its Town of Tiburon Assessment District No. No.
2017-2 (Virginia Undergrounding District) Limited Obligation Improvement Bonds 2019 Series B
(the "Series B Bonds") as Parity Bonds in the aggregate principal amount of$ and has
determined the requirements set forth in Section 702(g) of the Original Indenture for the issuance of
the Series B Bonds as Parit} Bonds have been satisfied;
NOW, THEREFORE, in order to establish the terms and conditions upon and subject to
which the Series B Bonds are to be issued, and in consideration of the premises and of the mutual
covenants contained herein and of the purchase and acceptance of tile Series B Bonds by the Owners
thereof, and for other valuable consideration, the receipt of which is hereby acknowledged. the
District does hereby covenant and agree, for the benefit of the Owners of the Bonds. the Series B
Bonds and any Parity Bonds which may be issued from time to time, as follows:
1
ARTICLE. I
DEFINITIONS
Section 1.1. Definitions. All capitalized terms not otherwise defined herein shall have the
meaning set forth in the Original Indenture. The following definition is added to Section 101 of the
Original Indenture:
"Parity Bonds" means the Series B Bonds and any other series of Bonds issued pursuant to
the Original Indenture and a Supplement thereto which are secured by the Assessments and other
amounts pledged under Section 103 of the Original Indenture.
ARTICLE II
GENERAL AUTHORIZATION AND BOND TERMS
Section 2.1. Amount, Issuance, Purpose and Nature of Series B Bonds. Under and
pursuant to the Original Indenture, Series B Bonds in the aggregate principal amount of[$Amount]
shall be issued as Parity Bonds governed by the terms of the Original Indenture, as supplemented by
this First Supplement, for the purpose of financing the Improvements, funding deposits to the
Reserve Fund and to the Interest Account and paying the costs of administration and issuance of
Series B Bonds.
Section 2.2. Description of Series B Bonds; Interest Rates. The Series B Bonds shall be
issued in fully registered form in denominations of$5,000 or any integral multiple thereof within a
single maturity. The Series B Bonds shall be numbered as determined by the Trustee.
The Series B Bonds shall be designated "Town of Tiburon Assessment District No. No.
2017-2 (Virginia Undergrounding District) Limited Obligation Improvement Bonds 2019 Series B."
The Series B Bonds shall be dated as of their Closing Date and shall mature and be payable on
September 2 in the years and in the aggregate principal amounts and shall be subject to and shall bear
interest at the rates set forth in the table below payable on September 2, 2019 and each Interest
Payment Date thereafter:
Maturity Date
(September 2) Principal Amount Interest Rate
Section 2.3. Form of Series B Bonds; Execution and Authentication. The Series B
Bonds and the certificate of authentication shall be substantially in the form set forth in Section 604
of the Original Indenture with such modifications thereto as are required to set forth the terms of the
Series B Bonds and to conform to the provisions of the Bond Purchase Agreement for the Series B
Bonds, which form is hereby approved and adopted as the form of such Series B Bonds and the
certificate of authentication.
Only the Series B Bonds as shall bear thereon such certificate of authentication in the form
set forth in Section 604 of the Original Indenture shall be entitled to any right or benefit under the
Original Indenture, and no Series B Bond shall be valid or obligatory for any purpose until such
certificate of authentication shall have been manually executed by the Trustee.
Section 2.4. Conditions to Issuance of Series B Bonds. The Series B Bonds shall not be
issued unless and until and Authorized Representative of the Town delivers to the Trustee a
Certificate of the Town stating that the conditions for the issuance of the Series B Bonds as Parity
Bonds as set forth in Section 702(g) of the Original Indenture have been satisfied.
ARTICLE III
APPLICATION OF PROCEEDS OF SERIES B BONDS
Section 3.1. Application of Proceeds of Sale of Series 13 Bonds
Section 3.2. Proceeds from the sale of the Series B Bonds shall be used as follows:
(i) $ of the proceeds of the Series B Bonds shall be deposited by the
Trustee into the Reserve Fund to increase the amount on deposit therein to the Reserve Requirement
as of the Closing Date for the Bonds;
(ii) $ of the proceeds of the Series B Bonds shall be deposited by the
Trustee in the Costs of Issuance Fund;
(iii) $ of the proceeds of the Series B Bonds shall be deposited by the
Trustee into the Interest Account; and
(iv) $ , which are the remainder of the proceeds of the Series B Bonds,
shall be deposited by the Trustee into the Series B ACCOUnt of the Improvement FLInd.
There is hereby established a Series A Account of the Improvement Fund and a Series B
Account of the Improvement Fund. On the Delivery Date for the Series B Bonds, prior to making
the foregoing deposit of the proceeds of tile Series B Bonds to the Improvement Fund, all amounts in
UIC II11'JIVVGIIICIIL rUIIU Ju2111 UC LI2l11JlC1TCU W lI1C JCrICS H HCCOUiI UI 'tile III1p1UVelllelll rUnU. I11
submitting a written requisition for a disbursement of amounts in the lmprovement Fund as set forth
in Exhibit B of the Original Indenture, the requisition shall specify the Account of the Improvement
Fund from which such amounts are to be paid, provided that all a!IIOLI!ItS shall be disbursed from the
Series A Account before any amounts are disbursed from the Series B Account.
The Trustee may, in its discretion, establish a temporary fund or account in its books and
records to facilitate such transfers.
3
ARTICLE IV
REDEMPTION OF SERIES B BONDS
Section 4.1. Redemption of Series B Bonds
(a) Optional Redemption. The Series B Bonds are subject to redemption prior- to
their stated maturity date on any Interest Payment Date, fi-om any source of funds other than
prepayment of Assessments at the following redemption prices (expressed as a percentage of the
principal amount of the Series B Bond to be redeemed), together with accrued interest to the date of
redemption:
Redemption Date Price
Interest Payment Dates on or prior to March 2, 20_ %
September 2, 20_or March 2, 20
September 2, 20_or March 2, 20
September 2, 20_and thereafter
(b) Mandatory Redemption from Assessment Prepayments. Whenever, as of an Interest
Payment Date, there are sufficient funds in the Prepayment Account of the Redemption Fund from
the proceeds of prepayments of Assessments allocated to the redemption of the Series B Bonds, the
Series B Bonds shall be called for redemption as provided in Part I I.1 of the 1915 Act. The Series B
Bonds may be redeemed and paid in advance of maturity on any Interest Payment Date in any year,
at the following redemption prices (expressed as a percentage of the principal amount of the Series B
Bonds to be redeemed), together with accrued interest to the date of redemption:
Redemption Date Price
Interest Payment Dates on or prior to September 2, 103%
20_
March 2, 20_or September 2, 20 102
March 2, 20 or September 2, 20_ 101
March 2, 20 and Interest Payment Dates thereafter 100
(c) Mandatory Sinking, Fund Redemption of Series B Bonds.. The Series B Bonds
maturing on September 2, 20 (the "20_Term Bonds") shall be subject to mandatory sinking fund
redemption prior to maturity, in part, on September 2, 20_, and on each September 2 thereafter,
from sinking fund payments, at a redemption price equal to the principal amount of 20_ Term
Bonds to be redeemed, together Nvith accrued interest to the date of redemption, without premium, as
follows:
20 Term Bonds
Redemption Date Redemption
(September 2) Amount
4
In the event of a partial redemption of less than all of the 20_ Term Bonds pursuant
to Section 4.](a) or 4.1(b) above, the mandatory sinking account payments for the 20_ Term Bonds
are to be reduced pro rata, as nearly as practicable, in the amount of$5,000 or an integral multiple of
$5.000.
ARTICLE V
MISCELLANEOUS
Section 5.1. Allocation of Prepayments. Any provision of the Original Indenture to the
contrary notwithstanding, the Prepayments shall be allocated by the District to redeem the Series A
Bonds, the Series B Bonds and any other Outstanding Parity Bonds on a pro rata basis based on the
principal amount Outstanding as of the date such Prepayments are received.
Section 5.2. Provisions of Original Indenture in Effect. Except as expressly modified
herein, all of the provisions of the Original Indenture shall remain in full force and effect.
Section 5.3. Partial Invalidity. If any section, paragraph, sentence, clause or phrase of
this First Supplement shall for any reason be held illegal, invalid or unenforceable, such holding shall
not affect the validity of the remaining portions of this First Supplement. The District hereby
declares that it would have entered into this First Supplement and each and every other Section,
paragraph, sentence, clause or phrase hereof and authorized the issuance of the Series B Bonds
pursuant thereto irrespective of the fact that any one or more Sections, paragraphs, sentences.
Clauses, or phrases of this First Supplement may be held illegal, invalid or unenforceable.
Section 5.4. Execution in Counterparts. This First Supplement may be executed in
several counterparts, each of which shall be an original and all of which shall constitute but one and
the same instrument.
Section 5.5. Governing Law. This First Supplement shall be construed and governed in
accordance with the laws of the State of California applicable to contracts made and performed in
such state.
[REMAINDER OF PAGE INTENTIONALL)'LEFT BLANK.J
5
IN WITNESS WHEREOF,the Town and the Trustee have executed this First Supplemental
Indenture, effective the date first written above.
TOWN OF TIBURON
By:
Town Manager
ATTEST:
Town Clerk
U.S. BANK NATIONAL ASSOCIATION, as Trustee
By:
Authorized Officer
S-1
3'25i2O/9
TOWN OF TIBURON
ASSESSMENT DISTRICT NO. 2017-2
(VIRGINIA UNDERGROUNDING DISTRICT)
LIMITED OBLIGATION IMPROVEMENT BONDS
2019 SERIES B
BOND PURCHASE AGREEMENT
2019
Town of Tiburon
1505 Tiburon Boulevard
Tiburon, California 94920
Ladies and Gentlemen:
Stifel, Nicolaus & Company, Incorporated (the "Underwriter"), acting not as a fiduciary or
agent for you, but on behalf of itself,offers to enter into this Bond Purchase Agreement(this"Purchase
Agreement") with the Town of Tiburon (the "Town") regarding the limited obligation improvement
bonds captioned above (the "Bonds") issued by the Town with respect to the Town of Tiburon
Assessment District No. 2017-2 (Virginia Undergrounding District) (the "District"). The District has
been formed under the Mtimicipal Improvement Act of 1913, Division 12 of the California Streets and
Highways Code (the "1913 Act"), and the Bonds are being issued under the Improvement Bond Act
of 1915, Division 10 of the California Streets and Highways Code (the "1915 Act").
The agreement of the Underwriter to purchase the Bonds (as hereinafter defined) is contingent
upon the Town satisfying all of the obligations imposed upon it under this Purchase Agreement.
This offer is made subject to the Town's acceptance b\ the execution of this Purchase
Agreement and its delivery to the Underwriter on the date hereof,and, if not so accepted,will be subject
to withdrawal by the Underwriter upon notice delivered to the Town at any time prior to the acceptance
hereof by the Town. Upon acceptance, this Purchase Agreement v\ill be binding upon the Town and
upon the Underwriter.
All capitalized terms used herein, which are not otherwise defined, shall have the meaning
provided for such terms in the Bond Indentwre (as hereinafter defined).
Section 1. Purchase, Sale and Delivery of the Bonds.
(a) Subject to The terms and conditions,and in reliance upon the representations,warranties
and agreements set forth herein, the Underwriter hereby agrees to purchase from the Town, and the
Town hereby agrees to sell to the Underwriter,all (but not less than Al)ofthe Bonds,dated the Closing
Date(as hereinafter defined), bearing interest at the rates and maturing on the dates and in the principal
amounts set forth in Exhibit A hereto.
1
EXHIBIT 3
The purchase price for the Bonds shall be $ (representing the principal of
amount of the Bonds, [plus][mi]Ius] [net] original issue [premium][discount] of$ and
less an Underwriter's discount of$ ).
The Bonds shall be substantially in the form described in, shall be issued and secured under,
and shall be payable from the Assessments as provided in the Bond Indenture dated as Of July 1, 2018,
as supplemented by the First Supplemental Bond Indenture dated as of 1,2019(as so amended
and supplemented, the `Bond Indenture"), by and between the Town and U.S. Bank National
Association, as trustee (the "Trustee"), the Official Statement (as hereinafter defined), and the 1915
Act.
(b) The Town acknowledges and agrees that
(i)the purchase and sale of the Bonds pursuant to this Purchase Agreement is an arm's-
length commercial transaction between the Town and the Underwriter,
(ii) in connection therewith and with the discussions, undertakings and procedures
leading up to the consummation of such transaction, the Underwriter is and has been acting
solely as principal and not as the agent or fiduciary of the Town or the propertN owners within
the District,
(iii) the Underwriter has not assumed an advisory or fiduciary responsibility in favor
of the Town or the property owners in the District with respect to (a) the offering of the Bonds
or the process leading thereto (whether or not the Underwriter, or any affiliate of the
Underwriter, has advised or is currently advising the Town on other matters) or (b) any other
obligations to the Town with respect to the offering contemplated hereby, except the
obligations expressly set forth in this Purchase Agreement or otherwise imposed by law, and
(iv) the Town has consulted its own legal, financial and other advisors to the extent it
has deemed appropriate in connection with this transaction.
The Town acknowledges that it has previously provided the Under\\niter with an
acknowledgement of receipt of the required Underwriter disclosure under Rule G-17 of the Municipal
Securities Rulemaking Board (the "MSRB"). The Town acknowledges that it has engaged Sperry
Capital Inc. (the"Municipal Advisor") as its municipal advisor(as defined in Securities and Exchange
Commission Rule 15Bal) and will rely solely on the Municipal Advisor for financial advice with
respect to the Bonds.
(c) Pursuant to the authorization of the Town, the Underwriter has distributed copies of
the Preliminary Official Statement,dated 2019,relating to the Bonds, which,together
with the cover page and appendices thereto, is herein called the "Preliminary Official Statement." By
its acceptance of this Purchase Agreement, the Town hereby ratifies the use by the Underwriter of the
Preliminary Official Statement; and the Town agrees to execute a final official statement relating to
the Bonds (the "Official Statement") which will consist of the Preliminary Official Statement with
such changes as may be made thereto, with the approval of Stradling Yocca Carlson & Rauth, a
Professional Corporation,Newport Beach, California,the Town's Bond Counsel (herein called "Bond
Counsel') and the Underwriter, and to provide copies thereof to the Underwriter as set forth in Section
2(n)hereof. The Town hereby authorizes the Underwriter to use and promptly distribute, in connection
with the offer and sale of the Bonds, the Preliminary Official Statement. the Official Statement and
2
any supplement or amendment thereto. The Town further authorizes the Underwriter to use and
distribute, in connection with the Purchase Agreement and all information contained herein, and all
other documents, certificates and statements furnished by or on behalf of the Town to the Underwriter
in connection with the transactions contemplated by this Purchase Agreement.
(c) Except as the Underwriter and the Town may otherwise agree, at 8:00 A.M. California
time, on 2019 (the "Closing Date"), the Town will deliver to the Underwriter, at the
offices of Bond Counsel or at such other location as may be mutually agreed upon by the Underwriter
and the Town, the documents hereinafter mentioned, and the Town will deliver to the Underwriter
through the facilities of The Depository Trust Company("DTC") in New York,New York,the Bonds,
in definitive form (all Bonds being in book-entry form registered in the name of Cede&Co. and having
CUSIP numbers assigned to them printed thereon), duly executed by the Town and authenticated by
the Trustee in the manner provided for in the Bond Indenture and the 1915 Act, and the Underwriter
will accept such delivery and pay the purchase price of the Bonds as set forth in paragraph (a) of this
Section in immediately available funds (such delivery and payment being herein referred to as the
"Closing"). The Bonds shall be made available to the Underwriter for inspection not later than two
Business Days prior to the Closing Date.
Section 2. Public Offering and Establishment of Issue Price.
(a) The Underwriter agrees to make a bona fide public offering of all the Bonds initially
at the public offering prices (or yields) set forth on Exhibit A attached hereto and incorporated herein
by reference. Subject to the limitations set forth in subparagraph (d) below, subsequent to the initial
public offering, the Underwriter reserves the right to change the public offering prices (or yields) as it
deems necessary in connection with the marketing of the Bonds, provided that the Underwriter shall
not change any of the principal amounts or the interest rates set forth on Exhibit A. The Bonds may
be offered and sold to certain dealers at prices lower than such initial public offering prices.
(b) The Underwriter agrees to assist the Town in establishing the issue price of the Bonds
and shall execute and deliver to the Town at Closing (as defined below) an "issue price" or similar
certificate, together with the supporting pricing wires or equivalent communications, substantially in
the form attached hereto as Exhibit C. with such modifications as may be appropriate or necessary, in
the reasonable judgment of the Underwriter, the Town and Bond Counsel (as defined below), to
accurately reflect, as applicable, the sales price or prices or the initial offering price or prices to the
public of the Bonds. All actions to be taken by the TON,\n under this section to establish the issue price
of the Bonds may be taken on behalf of the Town by the Town's Municipal Advisor and any notice or
report to be provided to the Town may be provided to the '['own's Municipal Advisor.
(c) Except as otherwise set forth in Exhibit A attached hereto,the Town will treat the first
price at which 10% of each maturity of the Bonds (the ••10% test"), identified under the column "10%
Tect I IcPd" in Fdhihit A is cn1d to tha nnhHo ac tha iccna nrira nfthat maturity At nr nrmmnthi after
the execution of this Purchase Agreement, the Underwriter shall report to the Town the price or prices
at which the Underwriter has sold to the public each maturity of Bonds. If at that time the 10% test
has not been satisfied as to any maturity of the Bonds,the Underwriter agrees to promptly report to the
Town the prices at which Bonds of that maturity have been sold by the Underwriter to the public. That
reporting obligation shall continue. whether or not the Closing Date (as defined below) has occurred,
until either(i) all Bonds of that maturity have been sold or(ii)the 10% test has been satisfied as to the
Bonds of that maturity, provided that, the Underwriter's reporting obligation after the Closing Date
may be at reasonable periodic intervals or otherwise upon request of the Underwriter, the Town or
Bond Counsel. For purposes of this section. if Bonds mature on the same date but have different
interest rates, each separate CUSIP number within that maturity will be treated as a separate maturity
of the Bonds.
(d) The Underwriter confirms that the Underwriter has offered the Bonds to the public on
or before the date of this Purchase Agreement at the offering price or prices (the "initial offering
price"), or at the corresponding yield or yields, set forth in Exhibit A attached hereto, except as
otherwise set forth therein. Exhibit A also sets forth, identified under the column "Hold the Offering
Price Rule Used," as of the date of this Purchase Agreement, the maturities, if any, of the Bonds for
which the 10%test has not been satisfied and for which the Town and the Underwriter agrees that the
restrictions set forth in the next sentence shall apply, which will allow the Town to treat the initial
offering price to the public of each such maturity as of the sale date as the issue price of that maturity
(the "hold-the-offering-price rule"). So long as the hold-the-offering-price rule remains applicable to
any maturity of the Bonds,the Underwriter will neither offer nor sell unsold Bonds of that maturity to
any person at a price that is higher than the initial offering price to the public during the period starting
on the sale date and ending on the earlier of the following.
(i) the close of the 5th business day after the sale date, or
(ii) the date on which the Underwriter has sold at least 10% of that maturity of the
Bonds to the public at a price that is no higher than the initial offering price to the public.
The Underwriter will advise the Town promptly after the close of the 5th business day after
the sale date whether it has sold 10% of that maturity of the Bonds to the public at a price that is no
higher than the initial offering price to the public.
(e) The Underwriter confirms the following:
(i) Any agreement among underwriters, any selling group agreement and each
third-party distribution agreement (to which the Underwriter is a party) relating to the initial
sale of tile Bonds to the public, together with the related pricing wires, contains or will contain
language obligating each other underwriter, each dealer who is a member of the selling group
and each broker-dealer that is a party to such third-party distribution agreement, as applicable:
(A)(I) to report the prices at which it sells to the public the unsold Bonds of
each maturity allocated to it.. whether or not the Closing Date has occurred, until either
all Bonds of that maturity allocated to it have been sold or it is notified by the
Underwriter that the 10% test has been satisfied as to the Bonds of that maturity,
provided that, the reporting obligation after the Closing Date may be at reasonable
periodic intervals or otherwise upon request of the Under-,niter.and(11)to comply with
the hold-the-offering-price rule, if applicable, if and for so long as directed by the
Underwriter and as set forth in the related pricing wires,
(B) to promptly notify the Underwriter of an\ sales of Bonds that, to its
knowledge, are made to a purchaser who is a related party to an underwriter
participating in the initial sale of the Bonds to the public (each such term being used as
defined below), and
4
(C) to acknowledge that, unless otherwise advised by the Underwriter,
dealer or broker-dealer, the Underwriter shall assume that each order submitted by the
dealer or broker-dealer is a sale to the public.
(ii) Any agreement among underwriters or selling group agreement relating to the
initial sale of the Bonds to the public, together with the related pricing wires, contains or will
contain language obligating each other Underwriter or dealer that is a party to a third-party
distribution agreement to be employed in connection with the initial sale of the Bonds to the
public to require each broker-dealer that is a party to such third-party distribution agreement
to (A) report the prices at which it sells to the public the unsold Bonds of each maturity
allocated to it, whether or not the Closing Date has occurred, until either all Bonds of that
maturity allocated to it have been sold or it is notified by the Underwriter that the 10%test has
been satisfied as to the Bonds of that maturity, provided that,the reporting obligation after the
Closing Date may be at reasonable periodic intervals or otherwise upon request of the
Underwriter, and (B) comply with the hold-the-offering-price rule, if applicable, if and for so
long as directed by the Underwriter and as set forth in the related pricing wires.
(f) The Town acknowledges that, in making the representations set forth in this section,
the Underwriter will rely on
(i) the agreement of each other underwriter to comply with the requirements for
establishing issue price of the Bonds, including, but not limited to, its agreement to comply
with the hold-the-offing-price rule, if applicable to the Bonds, as set forth in an agreement
among underwriters and the related pricing wires,
(ii) if a selling group has been created in connection with the initial sale of the Bonds
to the public, the agreement of each dealer who is a member of the selling group to comply
with the requirements for establishing issue price of the Bonds, including, but not limited to,
its agreement to comply with the hold-the-offering-price rule, if applicable to the Bonds, as set
forth in a selling group agreement and the related pricing wires, and
(iii) if an underwriter or dealer who is a member of the selling group is a party to a
third-party distribution agreement that was employed in connection with the initial sale of the
Bonds to the public, the agreement of each broker-dealer that is a party to such agreement to
comply with the requirements for establishing issue price of the Bonds, including, but not
limited to, its agreement to comply with the hold-the-offering-price rule, if applicable to the
Bonds, as set forth in the third-party distribution agreement and the related pricing wires.
The Town further acknowledges that the Underwriter shall be solely liable for its failure to
comply with its agreement regarding the requirements for establishing issue price of the Bonds,
including, but not limited to, its agreement to comply with the hold-the-offering-price rule, if
applicable to the Bonds,and that no Underwriter shall be liable for the failure of any other Underwriter,
of any dealer who is a member of a selling group, or of any broker-dealer that is a party to a third-party
distribution agreement. to comply with its corresponding agreement to comply with the requirements
lur estabu�inng issue pr K;e or ure rsonds. iriciuCling, but not 11 lit �i to, its agreement io comply with
the hold-the-offering-price rule. if applicable to the Bonds.
(g) The Underwriter acknowledges that sales of any Bonds to any person that is a related
party to an underwriter participating in the initial sale of the Bonds to the public (each such term being
5
used as defined below) shall not constitute sales to the public for purposes Of this section. Further, for
Purposes of this section:
(i) "public" means any person other than an underwriter or a related party;
(ii) "underwriter" means (A) any person that agrees pursuant to a written contract
with the Town (or with the lead underwriter to form an underwriting syndicate) to participate
in the initial sale of the Bonds to the public and(B) any person that agrees pursuant to a written
contract directly or indirectly with a person described in clause (A) to participate in the initial
sale of the Bonds to the public (including a member of a selling group or a party to a third-
party distribution agreement participating in the initial sale of the Bonds to the public);
(iii) a purchaser of any of the Bonds is a "related party" to an underwriter if the
underwriter and the purchaser are subject, directly or indirectly,to(i) more than 50% common
ownership of the voting power or the total value of their stock, if both entities are corporations
(including direct ownership by one corporation of another), (ii) more than 50% common
ownership of their capital interests or profits interests, if both entities are partnerships
(including direct ownership by one partnership of another), or (iii) more than 50% common
ownership of the value of the outstanding stock of the corporation or the capital interests or
profit interests of the partnership, as applicable, if one entity is a corporation and the other
entity is a partnership (including direct ownership of the applicable stock or interests by one
entity of the other)[; and
(iv) "sale date" means the date of execution of this Purchase Agreement by the
Town and the Underwriter.
Section 3. Representations, Warranties and A(_)reements of the Town. The Town
represents, warrants to, covenants and agrees with, the Underwriter that:
(a) The District is an assessment district duly organized and validly existing under the
Constitution and laws of the State of California, and the Town has, and at the Closing Date will have
full legal right and power (i) to enter into, execute and deliver under this Purchase Agreement, the
Bond Indenture, the Continuing Disclosure Agreement dated , 2019, between the Town
and NBS, as dissemination agent(the"Continuing Disclosure Agreement")and the Official Statement
and (ii) to carry out, give effect to and consummate the transactions contemplated hereby and thereby.
(b) The Town has complied, and will at the Closing Date be in compliance, in all respects
with the Bond Indenture, the Continuing Disclosure Agreement, the 1913 Act, the 1915 Act and this
Purchase Agreement.
(c) The Town Council has duly and validly:
(i) made all the necessary findings and determinations required under the 1913 Act and
the 1915 Act in connection with the formation of the District and the issuance of the Bonds,
(ii) approved and authorized the execution and delivery of the Bond hndenture. the
Bonds, the Continuing Disclosure Agreement. this Purchase Agreement and the Official
Statement and approved the distribution ofthe Preliminary Official Statement, and
6
(iii) authorized and approved the performance by the Town of its obligations contained
in, and the taking of any and all action as may be necessary to carry out, give effect to and
consummate the transactions contemplated by, each of such documents.
(d) Except as described in the Preliminary Official Statement, the Town is not, in any
respect material to the transactions referred to herein or contemplated hereby, in breach of or in default
under, any law or administrative rule or regulation of the State of California, the United States of
America, or of any department, division, agency or instrumentality of either thereof, or under any
applicable court or administrative decree or order, or under any loan agreement, note, resolution,
indenture, contract, agreement or other instrument to which the Town is a party or is otherwise subject
or bound, and the performance by the Town of its obligations under the Bond Indenture, the Bonds,
the Continuing Disclosure Agreement and this Purchase Agreement and any other instruments
contemplated by any of such documents, and compliance with the provisions of each thereof, will not
conflict with or constitute a breach of or default under any applicable law or administrative rule or
regulation of the State of California, the United States of America, or of any department, division,
agency or instrumentality of either thereof, or under any applicable court or administrative decree or
order,or under any loan agreement,note,resolution,indenture,contract,agreement or other instrument
to which the Town is a party or is otherwise subject or bound, in any manner which would materially
and adversely affect the performance by the Town of its obligations under the Bond Indenture, the
Bonds, the Continuing Disclosure Agreement or this Purchase Agreement.
(e) Except as may be required under the "blue sky" or other securities laws of any
jurisdiction, all approvals, consents, authorizations, elections and orders of, or filings or registrations
with, any governmental authority, board, agency or commission having jurisdiction which would
constitute a condition precedent to, or the absence of which would materially adversely affect the
performance by the Town of its obligations hereunder or under the Bond Indenture, the Bonds or the
Continuing Disclosure Agreement have been or will be obtained at the Closing Date and are or will be
at the Closing Date in full force and effect.
(f) The Bond Indenture creates a valid pledge of, first lien upon and security interest in,
the Assessments and the amounts in the funds and accounts pledged therefor under the Bond Indenture,
on the terms and conditions set forth in the Bond Indenture.
(g) As of the date hereof the information in the Preliminary Official Statement is true,
correct and complete in all material respects and does not and, on the Closing Date the information in
the Official Statement will not contain any untrue statement of material fact or omit to state a material
fact required to be stated therein or necessary to make the statements therein, in the light of the
circumstances under which they were made, not misleading.
(h) If after the date of this Purchase Agreement and until 25 days after the End of the
Underwriting Period (as hereinaiter defined), any C'vCut Occurs, of wiiiCii the iow►i has notice, as a
result of which it may be necessary to supplement the Official Statement in order to make the
statements therein, in the light of the circumstances existing at such time, not misleading, the "Town
shall forthwith notify The Underwriter ofany such event ofwhich it has knowledge and, if in the opinion
of the Underwriter and the Town Manager, such event requires an amendment or supplement to the
Official Statement, the Town will at its own expense amend or supplement the Official Statement in a
form and manner jointly approved by the Town and the Underwriter so that the statements therein as
so amended or supplemented will not be misleading in the light or the circumstances existing at such
time and the ToNvn will promptly furnish to the Underwriter a reasonable number of copies of such
7
amendment or supplement. As used herein the term "End of the Underwriting Period" means the later
Of such time as (1)the Town delivers the Bonds to the Underwriter, or (ii) the Underwriter does not
retain an unsold balance of the Bonds for sale to the public. Unless the Underwriter gives notice to the
contrary, the End of the Underwriting Period shall be deemed to be the Closing Date. Any notice
delivered pursuant to this provision shall be written notice delivered to the Town at or prior to the
Closing Date, and shall specify a date (other than the Closing Date) to be deemed the "End of the
Underwriting Period."
(1) Except as disclosed in the Preliminary Official Statement, no action, suit, proceeding,
inquiry or investigation, at law or in equity, before or by any court, regulatory agency or public board
or body to which the Town is a party and has been served with a summons or other notice thereof, is
pending,or to the knowledge of the Town threatened, in any way affecting the existence of the District,
the existence of the ]'own or the titles of its officers to their respective offices or seeking to restrain or
to enjoin the issuance, sale or delivery of the Bonds, the application of the proceeds thereof in
accordance with the Bond Indenture, the collection or application of the Assessments pledged or to be
pledged to pay the principal of, and interest on, the Bonds, or the pledge thereof, or the collection or
application of the Assessments pledged or to be pledged to pay the principal of, and interest on, the
Bonds, or the pledge thereof, or in any way contesting or affecting the validity or enforceability of the
Bond Indenture, the Bonds, the Continuing Disclosure Agreement or this Purchase Agreement, any
action of the Town contemplated by any of such documents,or in any way contesting the completeness
or accuracy of the Preliminary Official Statement or the Official Statement or the powers of the Town
with respect to the Bond Indenture, the Bonds, the Continuing Disclosure Agreement or this Purchase
Agreement or any action of the Town contemplated by any of such documents, or which contests the
exclusion from gross income for federal income tax purposes of interest paid on the Bonds or the
exemption of interest paid on the Bonds from State of California personal income taxation.
0) The Town will furnish such information, execute such instruments and take such other
action in cooperation with the Underwriter as the Underwriter may reasonably request in order for the
Underwriter to qualify the Bonds for offer and sale under the "blue sky" or other securities laws and
regulations of such states and other jurisdictions of the United States of America as the Underwriter
may designate; provided, however, that the Town shall not be required to register as a dealer or broker
of securities or to consent to service of process or qualify to do business in any jurisdiction where it is
not now so subject. It is understood that such "blue sky" registration is the sole responsibility of the
Underwriter.
(k) Any certificate signed by any authorized officer or employee of the Town authorized
to do so shall be deemed a representation and warranty by the Town as to the statements made therein.
(1) The Town will apply the proceeds of the Bonds in accordance with the Bond Indenture
and as described in the Preliminary Official Statement and Official Statement.
(m) [Jilt]] such time as moneys have been set aside in an amount sufficient to pay all then
outstanding Bonds at maturity or to the date of ademption if redeemed prior to maturity, plus unpaid
interest thereon and premium, if any. to matr11-11y or to the date of redemption if redeemed prior to
maturity, the Town will faithfully perform and abide by all of the covenants, undertakings and
provisions contained in the Bond Indenture.
(n) The Preliminary Official Statement heretofore delivered to the Underwriter has been
deemed final by the Town as of its date. except liar the omission of such information as is permitted to
8
be omitted in accordance with Rule 15c2-12 promulgated under the Securities Exchange Act of 1934
("Rule 15c2-12"). The Town hereby covenants and agrees that, within 7 business days fi-0111 the date
hereof, or upon reasonable written notice from the Underwriter within sufficient time to accompany
any confirmation requesting payment from any customers of the Underwriter, the Town shall cause a
final printed form of the Official Statement to be delivered to the Underwriter in sufficient quantity to
comply with Rule 15c2-12 and the applicable rules of the MSRB.
(o) Except as disclosed in the Official Statement, to the best of the Town's knowledge, no
other public debt secured by a tax or assessment levied by the Town on the land in the District is in the
process of being authorized and no assessment districts or comm1.mity facilities district have been or
are in the process of being formed by the Town which include any portion of the land within the
District.
(p) The Assessments constituting the security for the Bonds have been duly and lawfully
authorized and may be levied under the 1913 Act,the State Constitution and the applicable laws of the
State, and the Assessments constitute a valid and legally binding continuing lien on the properties on
which they have been levied.
(q) Based on a review of it prior undertakings with respect to Rule 15c2-12, and except as
otherwise described in the Preliminary Official Statement and Official Statement, the Town has not
failed in any material respect to comply with any undertaking of the Town under Rule 15c2-12 in the
previous five years.
(r) The Town shall not voluntarily undertake any course of action inconsistent with
satisfaction of the requirements applicable to the Town as set forth in this Purchase Agreement.
(s) The Town shall cooperate with the Underwriter in the qualification of the Bonds for
offering and sale and the determination of their eligibility for investment under the laws of such
jurisdictions as the Underwriter may designate.
(u) The Town has determined that to the extent the formation of the District and/or the
issuance of the Bonds deviate from Town Council Resolution No.2996 supporting the undergrounding
of overhead utility wires and poles and the Town's Policy and Procedures for the Formation of Utility
Undergrounding Assessment Districts, such deviations have been approved by the Town Council or
are approved by the officer of the Town executing the Bonds or the Bond Indenture and such approval
is within the scope of discretion of such officer.
The execution and delivery of this Purchase Agreement by the Town shall constitute a
representation to the Underwriter that the representations and warranties contained in the Section 3 are
true as of the date hereof.
Section 4. Conditions to the Obligation of the Underwriter. The obligations of the
Underwriter to accept delivery of and pay for the Bonds on the Closing Date shall be subiect, at the
option of the Underwriter,to the accuracy in all material respects of the representations and warranties
on the part of the Town contained herein, as of the date hereof and as of the Closing Date,to the
accuracy in all material respects of the statements of the officers and other officials of the"Town made
in any certificates or other doCUments furnished pursuant to the provisions hereof. to the performance
by the Town of its obligations to be performed hereunder at or prior to the Closing Date and to the
following additional conditions:
9
(a) At the Closing Date. the Bond Indenture, the Continuing Disclosure Agreement and
this Purchase Agreement shall be in full force and effect, and shall not have been amended, modified
or supplemented, except as may have been agreed to in writing by the Underwriter, and there shall
have been taken in connection therewith, with the issuance of the Bonds, and with the transactions
contemplated thereby, by this Purchase Agreement,all such actions as, in the opinion of Bond Counsel,
shall be necessary and appropriate.
(b) At the Closing Date,except as was described in the Preliminary Official Statement,the
Town shall not be, in any respect material to the transactions referred to herein or contemplated hereby,
in breach of or in default under, any law or administrative rule or regulation of the State of California,
the United States of America, or of any department, division, agency or instrumentality of either
thereof, or under any applicable court or administrative decree or order, or under any loan agreement,
note, resolution, indenture, contract. agreement or other instrument to which the Town is a party or is
otherwise subject or bound, and the performance by the Town of its obligations under the Bonds, the
Bond Indenture, the Continuing Disclosure Agreement and this Purchase Agreement, and any other
instruments contemplated by any of such documents, and compliance with the provisions of each
thereof, will not conflict with or constitute a breach of or default under any applicable law or
administrative rule or regulation of the State of California, the United States of America, or of any
department, division, agency or instrumentality of either thereof, or under any applicable court 01-
administrative
radministrative decree or order, or under any loan agreement, note, resolution, indenture, contract,
agreement or other instrument to which the Town is a party or is otherwise subject or bound, in any
manner which would materially and adversely affect the performance by the Town of its obligations
under the Bonds, Bond hndenture,the Continuing Disclosure Agreement and this Purchase Agreement.
(c) At the Closing Date. except as may be required under the"blue sky"or other securities
laws of any jurisdiction, all approvals, consents, authorizations, elections and orders of, or filings or
registrations with,any governmental authority,board,agency or commission having jurisdiction which
would constitute a condition precedent to, or the absence of which would materially adversely affect,
the performance by the Town of its obligations hereunder, and the Bond Indenture, the Bonds or the
Continuing Disclosure Agreement will have been obtained and will be in full force and effect.
(d) The information contained in the Official Statement is, as of the Closing Date and as
of the date of any supplement or amendment thereto pursuant to Section 3(h) hereof, true, correct and
complete in all material respects and does not,as of the Closing Date or as of the date of any supplement
or amendment thereto pursuant to Section 3(h) hereof, contain any untrue statement of a material fact
or omit to state a material (act required to be stated therein or necessary to make the statements therein,
in the light of the circumstances under which they were made, not misleading.
(e) Between the date hereof and the Closing Date, the market price or marketability of the
Bonds,., or the ability of the Underm—iter to enforce contracts for the sale of the Bonds, at the initial
offering prices set forth on the imide cover page of the Official Statement, shall not have been
materially adversely affected (evidenced by a written notice to the Town terminating the obligation of
the Underwriter to accept delivery of and pay for the Bonds), by reason of any of the following:
(i) legislation introduced in or enacted (or resolution passed) by the Congress of
Z--
the United States of America or recommended to the Congress by the President of the United
States, the Department of the Treasury, the Internal Revenue Service, or any member of
Congress, or favorably reported for passage to either House of Congress by any committee of
10
such ]-louse to which such legislation had been referred for consideration or a decision rendered
by a court established under Article III of the Constitution of the United States of America or
by the Tax Court of the United States of America, or an order, ruling, regulation (final,
temporary or proposed), press release or other form of notice issued or made by or on behalf
of the Treasury Department or the Internal Revenue Service of the United States of America,
with the purpose or effect, directly or indirectly, of imposing federal income taxation upon the
interest as would be received by the holders of the Bonds beyond the extent to which such
interest is subject to taxation as of the date hereof(it being acknowledged by the parties hereto
that as of the date hereof no such legislation, ruling, regulation, press release or other form of
notice which would result in such adverse impact on the market price or marketability of the
Bonds exists);
(ii) legislation introduced in or enacted (or resolution passed) by the Congress of
the United States ofArnerica,or all order,decree or injunction issued by any Court of competent
jurisdiction,or an order,ruling,regulation(final,temporary or proposed), press release or other
form of notice issued or made by or on behalf of the Securities and Exchange Commission, or
any other governmental agency having jurisdiction of the subject matter, to the effect that
obligations of the general character of the Bonds,or the Bonds, including any or all underlying
arrangements, are not exempt from registration under or other requirements of the Securities
Act of 1933, as amended,or that the Bond Indenture is not exempt from qualification under or
other requirements of the Trust Indenture Act of 1939, as amended, or that the issuance,
offering or sale of obligations of the general character of the Bonds, or of the Bonds, including
any or all underwriting arrangements, as contemplated hereby or by the Official Statement or
otherwise is or would be in violation of the federal securities laws, rules or regulations as
amended and then in effect;
(iii) a general suspension of trading in securities on the New York Stock Exchange,
or a general banking moratorium declared by Federal, State of New York or State of California
officials authorized to do so;
(iv) the introduction, proposal or enactment of any amendment to the Federal or
California Constitution or any action by any Federal or California court, legislative body,
regulatory body or any other governmental body materially adversely affecting the tax status
of the Town, its property, income, securities (or interest thereon), the validity or enforceability
of the Assessments, as contemplated by the Bond Indenture and the Official Statement;
(v) any event occurring, or information becoming known which, in the judgment
of the Underwriter, makes untrue in any material respect any statement or information
contained in the Preliminary Official Statement or in the Official Statement, or has the effect
that the Preliminary Official Statement or the Official Statement contains any untrue statement
V1 a IIIQlG11Q1 IYtGI UI UIIIllJ to Jl2llC a IllalCllal 1dl;l 1-CCIl11rCU W UC SltllCU 111CCel1l U1IIeGCSSaI\ to
make the statements therein, in the light of the circumstances under which they were made, not
misleading;
(vi) there occurs any outbreak of hostilities or other local, national or international
calamity or crisis or the escalating of any hostilities, calamity or crisis, the effect of which on
the financial markets of the United States of America. in the reasonable judgment of the
Underwriter, is such as to materially and adversely affect (A) the market price or the
11
marketability of the Bonds, or (B)the ability of the Underwriter to enforce contracts for the
sale of the Bonds;
(vii) the declaration of general banking moratorium by federal, State of New York
or State of California authorities,or the general suspension of trading on any national securities
exchange;
(viii) the imposition by the New York Stock Exchange or other national securities
exchange, or any governmental authority, of any material restrictions not now in force with
respect to the Bonds or obligations of the general character of the Bonds or securities generally,
or the material increase of any such restrictions now in force, including those relating to the
extension of credit by, or the charge to the net capital requirements of, the Underwriter;
(ix) any event occurring, or information becoming known which. in the reasonable
judgment of the Underwriter, makes untrue in any material adverse respect any statement or
information contained in the Official Statement, or has the effect that the Official Statement
contains any untrue statement of a material fact or omits to state a material fact required to be
stated therein or necessary to make the statements made therein, in light of the circumstances
under which they were made, not misleading,
(x) the commencement of any action, suit,proceeding, inquiry or investigation, at
law or in equity. as set forth in Section 3(i) hereof,
(xi) the withdrawal or downgrading of any underlying rating of the Town's
outstanding indebtedness by a national rating agency;
(xii) any amendment is made to the Official Statement that in the reasonable
Judgment of the Underwriter will materially adversely affect the marketability of the Bonds or
the ability of the Underwriter to enforce contracts for the sale of the Bonds;
(xiii) a material disruption in securities settlement, payment or clearance services
affecting the Bonds occurs; or
(xiv) a decision by a court of the United States is rendered, or a stop order, release,
regulation or no-action letter by or on behalf of the SEC or any other governmental agency
having jurisdiction of the subject matter is issued or made, to the effect that the issuance,
offering or sale of the Bonds, including the underlying obligations as contemplated by this
Purchase Agreement or by the Official Statement, or any document relating to the issuance,
offering or sale of the Bonds, is or would be in violation of any provision of the federal
securities laws at the Closing Date, including the Securities Act, the Exchange Act and the
Trust Indenture Act.
(f) At or prior to the Closing Date, the Underwriter shall receive counterpart originals or
certified copies of the following documents, in each case satisfactory in form and substance to the
Underwriter:
(i) The resolution authorizing the sale of the Bonds adopted on 2019,
by the Town Council (the "Resolution"), together with a certificate of the Town Clerk. dated
12
as of the Closing Date, to the effect that such resolution is a true, correct and complete copy of
the resolution duly adopted by the Town ;
(ii) The Official Statement, duly executed by an authorized signatory of the Town;
(iii) The Bond Indenture,duly executed and delivered by the Town and the Trustee;
(iv) The Continuing Disclosure Agreement, duly authorized and executed by the
Town and acknowledged and agreed to by NBS, as dissemination agent.
(v) An unqualified opinion, dated the Closing Date and addressed to the Town, of
Bond Counsel, to the effect that the Bonds are the valid, legal and binding obligations of the
Town and that the interest thereon is excluded fi•om gross income for federal income tax
purposes and exempt from personal income taxes of the State of California in substantially the
form included as Appendix D to the Official Statement, together with an unqualified reliance
letter of Bond Counsel, dated the Closing Date and addressed to the Underwriter and the
Trustee, to the effect that such opinion addressed to the Town may be relied upon by the
Underwriter and the Trustee to the same extent as if such opinion was addressed to the
Underwriter and the Trustee;
(vi) A supplemental opinion, dated the Closing Date and addressed to the Town
and the Underwriter, of Bond Counsel, to the effect that
(A)this Purchase Agreement has been duly authorized,executed and delivered
by the Town and, assuming due authorization, execution and delivery by the other
parties thereto, constitutes the legal, valid and binding agreement of the Town,
enforceable in accordance with its terms, except to the extent that enforceability may
be limited by moratorium,bankruptcy, reorganization insolvency or other similar laws
affecting creditors' rights generally or by the exercise of judicial discretion in
accordance with general principles of equity or otherwise in appropriate cases;
(B)the Bonds are exempt from registration Pursuant to the Securities Act of
1933,as amended,and the Bond Indenture is exempt fi•om qualification under the Trust
Indenture Act of 1939, as amended;
(C)the Bonds, the Bond Indenture and the Continuing Disclosure Agreement
conform as to form and tenor to the descriptions thereof contained in the Official
Statement, and the statements contained in the Official Statement on the cover and
under the captions "INTRODUCTION." "THE SERIES B BONDS." "SECURITY
FOR THE BONDS," "CONCLUDING INFORMATION — Continuing Disclosure"
..A CGrnKTI�I I ITIITII` IA/T`!\n T.1 A TYflNi Tax
r�.. _ t i•
a„,,, CC,NCLtj"1N J IIVr0,,tv,A I I"N — i ax rnatters'� an ui App dices C, D, and
F to the Official Statement, insofar as such statements purport to summarize certain
provisions of the Bonds, the Bond Indenture, the Continuing Disclosure Agreement,
Bond Counsel's final opinion, the 1913 Act and the 1915 Act are accurate in all
material respects;
(D)the Bond Indenture has been duly adopted by the Town Council and creates
a valid pledge of the Assessments and the amounts on deposit in certain funds and
13
accounts established under the Bond Indenture, as and to the extent provided in such
Bond Indenture; and
(E)the Assessments and the levy thereof have been duly and validly authorized
and levied in accordance with the 1913 Act and the 1915 Act- and the Assessments
constitute the valid and binding lien upon the property against which it is levied,
enforceable by the Town in accordance with the Bond Indenture,the 1913 Act and the
1915 Act, except as the same may be limited by bankruptcy, insolvency,
reorganization, moratoriu►n or other laws relating to or affecting generally the
enforcement of creditor's rights;
(vii) the opinion of Stradling Yocca Carlson & Ratirth, a Professional Corporation,
Newport Beach, California ("Disclosure Counsel"), dated the Closing Date, addressed to the
Town and the Underwriter,to the effect that based upon an examination which they have made,
and without having undertaken to determine independently the accuracy or completeness of
the statements contained in the Preliminary Official Statement or the Official Statement, they
have no reason to believe that the Preliminary Official Statement as of its date or the Official
Statement as of its date and as of the Closing Date (other than financial statements and other
statistical and financial data and information relating to The Depository Trust Company,New
York, New York, and its book-entry system contained therein and incorporated therein by
reference, as to which no view need be expressed) contained or contains any untrue statement
of a material fact or omits to state a material fact necessary to make the statements therein, in
the light of the circurnstances under which they were made, not misleading;
(viii) A certificate of the Town, dated the Closing Date and signed by the Chief
Financial Officer of the Town or Town Manager or an authorized designee to the effect that
(A)the representations and warranties of the Town contained herein are true
and correct in all material respects on and as of the Closing Date with the same effect
as if made on the Closing Date, except that all references herein to the Preliminary
Official Statement shall be deemed to be references to the Official Statement;
(B)to the best knowledge of such officer, no event has occurred since the date
of the Official Statement which should be disclosed in the Official Statement for the
purpose for which it is to be used or which it is necessary to disclose therein in order
to make the statements and information therein not misleading in any material respect;
and
(C)the Town has complied with all the agreements and satisfied all the
conditions on its part to be satisfied under this Purchase Agreement, the Bond
Indentu'e, the Continuing Disclosure Agreement and the Official Statement at or prior
to the Closing Date;
(ix) An opinion, dated the Closing Date and addressed to the Town and the
Underwriter, of the Town Attorney, to the effect that
(A)the District is an assessment district duly organized and validly existing
under the 191 Act:
14
(B)the Official Statement and the distribution thereof have been duly
authorized by the Town;
(C) the forms of the Bond Indenture,the Continuing Disclosure Agreement and
this Purchase Agreement have been duly approved at a meeting of the Town Council
which was called and held pursuant to law and with all public notice required by law
and at which a quorum was present and acting,
(D) the Town has duly and validly executed and delivered this Purchase
Agreement, the Bond Indenture,the Bonds and the Continuing Disclosure Agreement,
and each such doCrnnent Constitutes the legal,valid and binding obligation of the Town
enforceable against the Town in accordance with its terms, subject to bankruptcy,
insolvency, reorganization, moratorium and other laws affecting enforcement of
creditors' rights in general and to the application of equitable principles if equitable
remedies are sought;
(E)other than as disclosed in the Official Statement, no action, suit,
proceeding, inquiry or investigation, at law or in equity, before or by any court,
regulatory agency, public board or body to which the Town is a party and has been
served with a summons or other notice thereof, is pending or, to such counsel's
knowledge,threatened, in any way affecting the existence of the District,the existence
of the Town or the titles of its officers to their respective offices, or seeking to restrain
or to enjoin the issuance, sale or delivery of the Bonds,the application of the proceeds
thereof in accordance with the Bond Indenture, the collection or application of the
Assessments to pay the principal of, and interest on, the Bonds, or in any way
contesting or affecting the validity or enforceability of the Bonds,the Bond Indenture,
this Purchase Agreement, the Continuing Disclosure Agreement, or any action of the
Town contemplated by any of such documents, or in any way contesting the
completeness or accuracy of the Official Statement, or the powers of the Town with
respect to the Bonds, the Bond Indenture, this Purchase Agreement, the Continuing
Disclosure Agreement, of any action on the part of the Town conternplated by any of
such documents, or which challenges the exclusion of the interest paid on the Bonds
from federal income tax purposes and the exemption of interest paid on the Bonds from
State of California personal income taxation;
(F) the statements in the Official Statement under the heading
"CONCLUDING INFORMATION—Litigation" are as of the date of the Official
Statement and as of the date of the opinion,true and correct in all material respects and
do not,as of the date of the Official Statement and as of the date of the opinion,contain
any untrue statement of a material fact or omit to state a material fact required to be
JIQIGU UIGIGIII VI IICCCJJttly to 11121hC LIIC state 111CIIlJ 1IICIC111, 111 (lIC Ilglll 01 UIC
cn-CrIn7StanCeS under which they were made, not misleading; and
(G)the Town is duly organized and validly existing as a political subdivision
under the Constitution and laws of the State of California with frill legal right, power
and authority to form the District;
15
(x) A transcript of all proceedings relating to the authorization, issuance, sale and
delivery of the Bonds, including certified copies of the Bond Indenture and all resolutions
relating thereto;
(xi) Certified copies of excerpts from the Bylaws of the Trustee, authorizing the
execution and delivery of certain documents by certain officers of the Trustee,which authorizes
the execution of the Bond Indenture;
(xii) A certificate of the Trustee, addressed to the Underwriter and the Town dated
the Closing Date,to the effect that
(A)the Trustee is authorized to carry out corporate trust powers, and has full
power and to perform its duties under the Bond Indenture;
(B) the Trustee is duly authorized to execute and deliver the Bond Indenture,
to accept the obligations created by the Bond Indenture, and to authenticate the Bonds
pursuant to the terms of the Bond Indenture;
(C)no consent,approval, authorization or other action by any governmental or
regulatory authority having jurisdiction over the Trustee that has not been obtained is
or will be required for the authentication of the Bonds, of the consummation by it of
the other transactions contemplated to be performed by it in connection with the
authentication of the Bonds and the acceptance and performance of the obligations
created by the Bond Indenture; and
(D)to the best of its knowledge, compliance with the terms of the Bond
Indenture will not conflict with, or result in a violation or breach of, or constitute a
default under, any loan agreement, fiscal agent agreement, bond, note, resolution or
any other agreement or instrument to which the Trustee is a party or by which it is
bound, or any law or any rule, regulation, order or decree of any court or governmental
agency or body having.jurisdiction over the Trustee or any of its activities or properties;
(xiii) An opinion, dated the Closing Date and addressed to the Underwriter and the
Town, of counsel to the Trustee in form and substance acceptable to Bond Counsel, the
Underwriter and Underwriter's counsel.
(xiv) Certificates dated the Closing Date from Harris & Associates, assessment
engineer, substantially in the form of Exhibit B hereto.
(xv) A tax certificate of the Town in form and substance acceptable to Bond Counsel
and the Underwriter.
(xvi) An opinion of Jones Hall, A Professional Law Corporation, San Francisco,
California, counsel to the Underwriter, dated the date of the Closing, addressed to the
Underwriter in form and substance acceptable to the Underwriter.
(xvii) Such additional legal opinions, certificates, instruments and other documents
as the Underwriter may reasonably request to evidence the truth and accuracy, as of the date
hereof and as of the Closing Date, of the material representations and warranties of the Town
16
contained herein, and of the statements and information contained in the Official Statement
and the due performance or satisfaction by the Town at or prior to the Closing of all agreements
then to be performed and all conditions then to be satisfied by the Town in connection with the
transactions contemplated hereby, the Bond Indenture and Continuing Disclosure Agreement
and the Official Statement.
If the Town is unable to satisfy the conditions to the obligations of the Underwriter to purchase,
accept delivery of and pay for the Bonds contained in this Purchase Agreement, or if the obligations
of the Underwriter to purchase, accept delivery of and pay for the Bonds is terminated for any reason
permitted by this Purchase Agreement, this Purchase Agreement shall terminate and neither the Town
nor the Underwriter shall be under any further obligation hereunder, except that the respective
obligations of the Underwriter and the Town set forth in Section 4 hereof shall continue in full force
and effect.
Section 5. Expenses.
(a) Whether or not the Underwriter accepts delivery of and pays for the Bonds as set forth
herein, it shall be under no obligation to pay, and the Town shall pay out of the proceeds of the Bonds
or any other legally available funds of the Town, all expenses incidental to the performance of the
Town's obligations hereunder, including but not limited to the cost of printing and delivering the Bonds
to the Underwriter; the costs of printing and shipping the Preliminary Official Statement and the
Official Statement; the fees and disbursements of the Town, the Trustee, Bond Counsel, Disclosure
Counsel,accountants,engineers,appraisers,economic consultants and any other experts or consultants
retained by the Town in connection with the issuance and sale of Bonds; and any other expenses not
specifically enumerated in paragraph (b) of this Section incurred in connection with the issuance and
sale of the Bonds.
(b) Whether or not the Bonds are delivered to the Underwriter as set for the herein, the
Town shall be under no obligation to pay, and the Underwriter shall be responsible for and pay, CUSIP
Bureau and CDIAC fees and expenses to qualify the Bonds for sale under any"blue sky" laws; and all
other expenses incurred by the Underwriter in connection with its public offering and distribution of
the Bonds not specifically enumerated in paragraph(a)of this Section, including without limitation the
fees and disbursements of its counsel.
Section 6. Undertakings of the Town. The Town agrees (a) to inform the Underwriter,
frons time to time, upon the reasonable request of the Underwriter, of the amount then on deposit in
the Reserve Fund and all accounts thereunder, and (b)to make available to the Underwriter, upon
reasonable request of the Underwriter, at the expense of the Town, sufficient copies of its audited
financial statements, if any. resolutions of its legislative body with respect to the Bonds, the Bond
Indenture, the Official Statement, the District, any amendments or supplements thereto, and other
LIC)CL 111e11tS relating to the B olldS and portal►ling to file LASHICL or the T oWn, to the extent that SIICII
documents are publicly available, as may be reasonably required from time to time for the prompt and
efficient performance by the Underwriter of their obligations hereunder (except any portion of any
such document which, by contract, is not subject to disclosure).
Section 7. Notices. Any notice or other conlnlunication to be given to the Town under
this Purchase Agreement may be given by delivering the sante in writing to the "Town at the address
set forth on the first page of this Purchase Agreement.
17
Any notice or other communication to be given to the Underwriter under this Purchase
Agreement may be given by delivering the same in writing to the Underwriter:
Stifel NicolaUS & Company, Incorporated
One Montgomery Street, 35th Floor
San Francisco, CA 94104
Attention: James Cervantes
Section 8. Parties in Interest. This Purchase Agreement is made solely for the benefit of
the Town and the Underwriter(including any successors or assignees of the Underwriter)and no other
person shall acquire or have any right hereunder or by virtue hereof.
Section 9. Survival of Representations and Warranties. The representations and
warranties of the Town hereunder shall not be deemed to have been discharged, satisfied or otherwise
rendered void by reason of the Closing and regardless of any investigations made by or on behalf of
the Underwriter(or statements as to the results of such investigations)concerning such representations
and statements of the Town and regardless of the delivery of and payment for the Bonds.
Section 10. Execution in Counterparts. This Purchase Agreement may be executed by the
parties hereto in separate counterparts, each of which when so executed and delivered shall be an
original,but all such counterparts shall together constitute but one and the same instrument.
Section 11. No Prior Agreements. This Purchase Agreement supersedes and replaces all
prior negotiations, agreements and understandings among the parties hereto in relation to the sale of
the Bonds of the Town.
Section 12. Effective Date. This Purchase Agreement shall become effective and binding
upon the respective parties hereto upon the execution of the acceptance hereof by the Town and shall
be valid and enforceable as of the time of such acceptance.
[REMAINDER OF PAGE INTENTIONALLY LEFT BLANK]
18
Section l3. Governing Law. This Purchase Agreement shall be governed by the laws of
the State of California.
Very truly yours,
STIFEL, NICOLAUS & COMPANY,
INCORPORATED, as Underwriter
By:
Managing Director
TOWN OF TIBURON
By:
Town Manager
Time of execution:
S-1
EXHIBIT A
TOWN OF TIBURON
ASSESSMENT DISTRICT NO. 2017-2
(VIRGINIA UNDERGROUNDING DISTRICT)
LIMITED OBLIGATION IMPROVEMENT BONDS
2019 SERIES B
MATURITY SCHEDULE
Serial Bonds
Hold the
Offering
Initial Price
Maturity Principal Interest Offering 10% Test Rule
(September 1) Amount Rate Yield Price Used Used
Redemption terms
A-1
EXHIBIT B
TOWN OF TIBURON
ASSESSMENT DISTRICT NO. 2017-2
(VIRGINIA UNDERGROUNDING DISTRICT)
LIMITED OBLIGATION IMPROVEMENT BONDS
2019 SERIES B
CERTIFICATE OF ASSESSMENT ENGINEER
Town of Tiburon
Tiburon, California
Stifel,Nicolaus & Company, Incorporated,
San Francisco, California
The Undersigned hereby states and certifies:
1. That he or she is an authorized officer of Harris &Associates (the "Assessment
Engineer") and as such is familiar with the facts herein certified and is authorized and qualified to
certify the same.
2. That we have acted as the Assessment Engineer in connection with the above-
referenced bonds (the "Bonds"). With our consent, the Engineer Report prepared by our firm (the
"Engineer Report") is summarized in the Preliminary Official Statement dated 12019, and
the Official Statement dated , 2019, for the Bonds.
3. We hereby certify that the information contained in the Official Statement provided by
Lis does not contain an untrue statement of a material fact or omit to state a material fact required to be
stated therein or necessary to make the statements therein, in light of the circumstances Under which
they were made, not misleading.
Dated: , 2019
HARRIS & ASSOCIATES
By:
Principal
B-1
EXHIBIT C
FORM OF ISSUE PRICE CERTIFICATE
S
TOWN OF TIBURON
ASSESSMENT DISTRICT NO. 2017-2
(VIRGINIA UNDERGROUNDING DISTRICT)
LIMITED OBLIGATION IMPROVEMENT BONDS
2019 SERIES B
The undersigned, on behalf of Stifel,Nicolaus& Company,Incorporated, (the"Underwriter"),
hereby certifies as set forth below with respect to the sale and issuance of the above-captioned bonds
(the `Bonds").
1. Sale of the General Rule Maturities. As of the date of this certificate, for each
Maturity of the General Rule Maturities,the first price at which at least 10%of such Maturity was sold
to the Public is the respective price listed in Schedule A.
2. [Initial Of Price of the Hold-the-Offeriug-Price Maturities.
(a) The Underwriter offered the Hold-the-Offering-Price Maturities to the Public
for purchase at the respective initial offering prices listed in Schedule A (the "Initial Offering Prices")
on or before the Sale Date. A copy of the pricing wire or equivalent communication for the Bonds is
attached to this certificate as Schedule B.
(b) As set forth in the Bond Purchase Agreement, dated 2019, by
and between the Underwriter and the Issuer, the Underwriter agreed in writing that, (i) for each
Maturity of the Hold-the-Offering-Price Maturities,they would neither offer nor sell any of the Bonds
of such Maturity to any person at a price that is higher than the Initial Offering Price for such Maturity
during the Holding Period for such Maturity (the "hold-the-offering-price rule"), and (ii) any selling
group agreement(to which the Underwriter is a party) shall contain the agreement of each dealer who
is a member of the selling group, and any retail distribution agreement(to which the Underwriter is a
party) shall contain the agreement of each broker-dealer who is a party to the retail distribution
agreement, to comply with the hold-the-offering-price rule. Pursuant to such agreement, no
underwriter (as defined below) has offered or sold any Maturity of the Hold-the-Offering-Price
Maturities at a price that is higher than the respective Initial Offering Price for that Maturity of the
Bonds during the Holding Period.]
3. Definetl Terms.
(a) General Rule Maturities means those Maturities of the Bonds listed in
Schedule A hereto as the "General Rule Maturities."
(b) [Hold-thc-Off ring-Price AVlamrities means those Maturities of the Bonds
listed in Schedule A hereto as the "Hold-the-Offering-Price Maturities."
C-1
(c) Holding Period means, with respect to a Hold-the-Offering-Price Maturity,the
period starting on the Sale Date and ending on the earlier of(i) the close of the fifth business clay after
the Sale Date ( ) 2019), or(ii)the date on which the Underwriting Group has sold at least
10% of such Hold-the-Offering-Price Maturity to the Public at prices that are no higher than the Initial
Offering Price for such Hold-the-Offering-Price Maturity.]
(d) Issuer means the Town of Tiburon.
(e) Maturity means Bonds with the same credit and payment terms. Bonds with
different maturity dates, or Bonds with the same maturity date but different stated interest rates, are
treated as separate maturities.
(f) Public means any person (including an individual. trust, estate, partnership,
association, company, or corporation) other than an Underwriter or a related party to an Underwriter.
The term "related party"for purposes of this certificate generally means any two or more persons who
have greater than 50 percent common ownership, directly or indirectly.
(g) Sale Date means the first day on which there is a binding contract in writing
for the sale of a Maturity of the Bonds. The Sale Date of the Bonds is , 2019.
(11) Underwriter means (i) any person that agrees pursuant to a written contract
with the Issuer (or with the lead underwriter to form an underwriting syndicate) to participate in the
initial sale of the Bonds to the Public, and (ii)any person that agrees pursuant to a written contract
directly or indirectly with a person described in clause (i) of this paragraph to participate in the initial
sale of the Bonds to the Public(including a member of a selling group or a party to a retail distribution
agreement participating in the initial sale of the Bonds to the Public).
The representations set forth in this certificate are limited to factual matters only. Nothing in
this certificate represents the Underwriter's interpretation of any laws, including specifically Sections
103 and 148 of the Internal Revenue Code of 1986, as amended, and the Treasury Regulations
thereunder. The undersigned understands that the foregoing information will be relied upon by the
Issuer with respect to certain of the representations set forth in the Tax Certificate and with respect to
compliance with the federal income tax rules affecting the Bonds, and by Bond Counsel in connection
with rendering its opinion that the interest on the Bonds is excluded from gross income for federal
income tax purposes, the preparation of the Internal Revenue Service Form 8038-G, and other federal
income tax advice that it may give to the Issuer from time to time relating to the Bonds.
STIFEL, NICOLAUS & COMPANY.
INCORPORATED,
By:
Name:
By:
Name:
Dated: 12019
E-2
SCHEDULE A
SALE PRICES OF THE GENERAL RULE MATURITIES [AND INITIAL OFFERING
PRICES OF THE HOLD-THE-OFFERING-PRICE MATURITIES]
(Allachea)
E-3
ISCHEDULE B
PRICING WIRE OR LQUIVALPNT COMMUNICATION
(Attacheco]
E-4
Stra(ling Yocca Carlson & Rauth
Draft of 3/2712019
CONTINUING DISCLOSURE AGREEMENT
This Continuing Disclosure Agreement (the "Disclosure Agreement") is executed and
delivered by the Town of Tiburon (the "Issuer") and NBS, as Dissemination Agent (the
"Dissemination Agent") in connection with the issuance of Town of Tiburon Assessment District
No. 2017-2 (Virginia Undergrounding District) Limited Obligation Improvement Bonds 2019
Series B in the aggregate principal amount of$ (the `Bonds"). The Bonds are being
issued pursuant to a Resolution adopted by the Town Council of the Issuer on _ 2019 and
a Bond Indenture dated as of July 1, 2018 as supplemented by a First Supplemental Indenture dated
as of May 1, 2019 (together, the `Bond Indenture") by and between the Issuer and U.S. Bank
National Association, as Trustee (the "Trustee"). The Issuer and Dissemination Agent hereby
covenant and agree as follows:
Section 1. Purpose of the Disclosure Agreement. This Disclosure Agreement is being
executed and delivered by the Issuer for the benefit of the holders and beneficial owners of the Bonds
and in order to assist the Participating Underwriter in complying with SEC Rule 15c2-12(b)(5), as
amended.
Section 2. Definitions. In addition to the definitions set forth in the Bond Indenture
which apply to any capitalized term used in this Disclosure Agreement unless otherwise defined in
this Section, the following capitalized terms shall have the following meanings:
"Annual Report" shall mean any Annual Report provided by the Issuer pursuant to, and as
described in, Sections 3 and 4 of this Disclosure Agreement.
"Dissemination Agent"shall mean NBS, or any successor Dissemination Agent designated in
writing by the Issuer and which has filed with the Issuer a written acceptance of such designation.
"EMMA" shall mean the Municipal Securities Rulemaking Board's Electronic Municipal
Market Access System for municipal securities disclosures, maintained on the Internet at
http://em ma.msrb.org/.
"Listed Events" shall mean any of the events listed in Section 5 of this Disclosure
Agreement.
"Participating Underwriter" shall mean Stifel Nicolaus & Company, Incorporated.
"Repository" shall mean the Municipal Securities Rulemaking Board through its EMMA
system, which has been designated by the Securities and Exchange Commission as the sole
repository of disclosure information for purposes of the Rule, or any other repository of disclosure
information that may be designated by the Securities and Exchange Commission as such for purposes
of the Rule in the future.
"Rule" shall mean Rule 15c2-12(b)(5) adopted by the Securities and Exchange Commission
under the Securities Exchange Act of 1934, as the same may be amended from time to time.
1
EXHIBIT 4
Section 3. Provision of Annual Reports.
(a) The Issuer shall, or shall cause the Dissemination Agent to, by March I of
each year, commencing March 31, 2020, provide to the Repository, in an electronic format as
prescribed by the Municipal Securities Rulemaking Board, an Annual Report which is consistent
with the requirements of Section 4 of this Disclosure Agreement. Not later than fifteen (15) Business
Days prior to said date, the Issuer shall provide the Annual Report to the Dissemination Agent (if
other than the Issuer). The Annual Report may be submitted as a single document or as separate
documents comprising a package, and may include by reference other information as provided in
Section 4 of this Disclosure Agreement; provided that the audited financial statements of the Issuer
may be submitted separately from the balance of the Annual Report, and later than the date required
above for the filing of the Annual Report if they are not available by that date. If the Issuer's fiscal
year changes, it shall give notice of such change in the same manner as for a Listed Event under
Section 5(c).
(b) If the Issuer is unable to provide to the Repository or the Dissemination
Agent an Annual Report by the date required in subsection (a), the Issuer shall in a timely manner
send a notice to the Municipal Securities Rulemaking Board, in an electronic format as prescribed by
the Municipal Securities Rulemaking Board, in substantially the form attached as Exhibit A.
(c) The Dissemination Agent shall:
(i) confirm the electronic filing requirements of the Repository for the
Annual Report; and
(ii) if the Dissemination Agent is other than the Issuer, file a report with
the Issuer certifying that the Annual Report has been provided pursuant to this Disclosure
Agreement, stating the date it was provided to the Repository.
Section 4. Content of Annual Reports. The Issuer's Annual Report shall contain or
incorporate by reference the following:
(a) Audited Financial Statements of the Issuer prepared in accordance with
generally accepted accounting principles as promulgated to apply to governmental entities from time
to time by the Governmental Accounting Standards Board, together with the following statement:
THE ISSUER'S ANNUAL FINANCIAL., STATEMENT IS PROVIDED SOLELY TO COMPLY
WITH THE SECURITIES EXCHANGE COMMISSION STAFF'S INTERPRETATION OF
RULE 15C2-12. NO FUNDS OR ASSETS OF THE ISSUER ARE REQUIRED TO BE USED TO
PAY DEBT SERVICE ON THE BONDS, AND THE ISSUER IS NOT OBLIGATED TO
ADVANCE AVAILABLE FUNDS TO COVER ANY DELINQUf:NCIES. INVESTORS
SHOULD NOT RELY ON THE FINANCIAL CONDITION OF THE ISSUER IN EVALUATING
WHETHER TO BUY, HOLD OR SELL THE BONDS. If the Issuer's audited financial statements
are not available by the time the Annual Report is required to be filed pursuant to Section 3(a), the
Annual Report shall contain unaudited financial statements in a format similar to the financial
state►::ents contained in ti— fin-IllOfficialState.rient, and th, uiidited firianciai statements shall be
filed in the same manner as the Annual Report when they come available.
(b) The following information regarding the Bonds:
(i) Principal amount of Bonds and Series A Bonds outstanding;
(ii) Balance in the Improvement Fund (and the accounts therein); this
requirement shall cease once the Town reports that the Improvements have been completed;
(iii) Balance in the Prepayment Account of Redemption Fund;
(iv) Balance in the Redemption Fund;
(v) Balance in the Reserve Fund and a statement of the Reserve
Requirement;
(vi) Information regarding the annual aggregate special assessment
installments, amount collected, delinquent amount and percent delinquent for the most recent fiscal
year and the amount and percent remaining delinquent for any prior fiscal year; and
(vii) Status of foreclosure proceedings and summary of results of
foreclosure sales, if available.
(c) An update of the value-to-lien information set forth in Table 3 for the most
recently completed fiscal year.
(d) The number of parcels that prepaid assessments, and the amount of such
prepayments,for the prior Fiscal Year.
(e) An update to the expected completion date of the Improvements. This
requirement shall cease once the Town reports that the Improvements have been completed.
(f) In addition to any of the information expressly required to be provided under
paragraphs (a) through (e) of this Section, the Issuer shall provide such further information, if any, as
may be necessary to make the specifically required statements, in the light of the circumstances
under which they are made, not misleading.
Any or all of the items listed above may be included by specific reference to other
documents, including official statements of debt issues of the Issuer or related public entities. which
have been submitted to the Repository or the Securities and Exchange Commission. If the dOCUlllent
included by reference is a final official statement, it must be available from the Municipal Sc curities
Rulemaking Board. The Issuer shall clearly identify each such other document so included by
reference.
Section 5. Reporting of Significant Events.
(a) Pursuant to the provisions of this Section 5. the Issuer shall give, or cause the
Dissemination Agent to give, notice to the Repository of the occurrence of any of the following
events with respect to the Bonds in a timely manner not more than ten (10) business days after the
event:
1. principal and interest payment delinquencies;
2. unscheduled draws on debt service reserves reflecting financial difficulties:
3
3. unscheduled draws on credit enhancements reflecting financial difficulties;
4. substitution of credit or liquidity providers, or their failure to perform;
5. adverse tax opinions or the issuance by the Internal Revenue Service of proposed or
final determinations of taxability or of a Notice of Proposed Issue (IRS Form 5701-
TEB);
6. tender offers;
7. defeasances;
8. ratings changes;
9. bankruptcy, insolvency, receivership or similar proceedings; and
10. default, event of acceleration, termination event, modification of terms, or other
similar events under the terms of a financial obligation, any of which reflect financial
difficulties.
Note: for the purposes of the event identified in subparagraph (9), the event is considered to
occur when any of the following occur: the appointment of a receiver, trustee or similar officer for
an obligated person in a proceeding under the United States Bankruptcy Code or in any other
proceeding under state or federal law in which a court or governmental authority has assumed
jurisdiction over substantially all of the assets or business of the obligated person, or if such
jurisdiction has been assumed by leaving the existing governmental body and officials or officers in
possession but subject to the supervision and orders of a court or governmental authority, or the entry
of an order confirming a plan of reorganization, arrangement or liquidation by a court or
governmental authority having supervision or jurisdiction over substantially all of the assets or
business of the obligated person.
(b) Pursuant to the provisions of this Section 5,the Issuer shall give, or cause to
be given, notice of the occurrence of any of the following events with respect to the Bonds, if
material:
1. unless described in paragraph 5(a)(5) above, notices or determinations by the Internal
Revenue Service with respect to the tax status of the Bonds or other material events
affecting the tax status of the Bonds;
2. the consummation of a merger, consolidation or acquisition involving an obligated
person or the sale of all or substantially all of the assets of the obligated person, other
than in the ordinary Course of bUSl11CSS. fl IC el-illy IIIb a dC11111tIVC aglUC111CIlt to
undertake such an action or the termination of a definitive agreement relating to any
such actions, other than pursuant to its terms;
3. appointment of a successor or additional Trustee or the change of the name of a
Fiscal Agent:
4. nonpayment related defaults;
4
5. modifications to the rights of Owners of the Bonds;
6. notices of redemption;
7. release, substitution or sale of property securing repayment of the Bonds; and
8. incurrence of a financial obligation, or agreement to covenants, events of default,
remedies, priority rights, or other similar terms of a financial obligation, any of which affect Bond
holders.
(c) Upon the occurrence of a Listed Event under Section 5(b) above, the Issuer
shall as soon as possible determine if such event would be material under applicable federal
securities laws.
(d) If the Issuer determines that knowledge of the occurrence of a Listed Event
under Section 5(b) would be material under applicable federal securities laws, the Issuer shall give,
or cause the Dissemination Agent to give, notice to the Repository in a timely manner not more than
10 business days after the event.
(e) For purposes of the events identified in subparagraphs (a)(I0) and (b)(8), the
term "financial obligation" means a (i) debt obligation; (ii) derivative instrument entered into in
connection with, or pledged as security or a source of payment for, an existing or planned debt
obligation; or (iii) guarantee of(i) or (ii). The term financial obligation shall not include municipal
securities as to which a final official statement has been provided to the Municipal Securities
Rulemaking Board consistent with the Rule.
(f) The Issuer hereby agrees that the undertaking set forth in this Disclosure
Agreement is the responsibility of the Issuer and that the Dissemination Agent shall not be
responsible for determining whether the Issuer's instructions to the Dissemination Agent under this
Section 5 comply with the requirements of the Rule.
Section 6. Termination of Reporting Obligation. The Issuer's and the Dissemination
Agent's obligations under this Disclosure Agreement shall terminate upon the legal defeasance, prior
redemption or payment in full of all of the Bonds. If such termination occurs prior to the final
maturity of the Bonds, the Issuer shall give notice of such termination in the same manner as for a
Listed Event under Section 5(d).
Section 7. Dissemination Agent. The Issuer may, from time to time. appoint or engage a
Dissemination Agent to assist it in carrying out its obligations under this Disclosure Agreement, and
may discharge any such Agent, with or without appointing a successor Dissemination Agent The
initial Dissemination Agent shall be NBS. The Dissemination Agent may resign by providing thirty
(30) days' written notice to the Issuer; provided, however, that such resignation will not become
effective until the Issuer has secured a successor Dissemination Agent in accordance with the terms
of this Disclosure Agreement.
Section 8. Amendment Waiver. Notwithstanding any other provision of this Disclosure
Agreement, the Issuer may amend this Disclosure Agreement. and any provision of this Disclosure
Agreement may be waived, provided that the following conditions are satisfied:
5
(a) if the amendment or waiver relates to the provisions of Sections 3(a), 4 or
5(a), it may only be made in connection with a change in circumstances that arises from a change in
legal requirements, change in law, or change in the identity nature or status of an obligated person
with respect to the Bonds, or type of business conducted;
(b) the undertakings herein, as proposed to be arnended or waived, would, in the
opinion of nationally recognized bond counsel, have complied with the requirements of the Rule at
the time of the primary offering of the Bonds, after taking into account any amendments or
interpretations of the Rule, as well as any change in circumstances; and
(c) the proposed amendment or waiver either (i) is approved by holders of the
Bonds in the manner provided in the Bond Indenture, or (ii) does not, in the opinion of a nationally
recognized bond counsel, materially impair the interests of the holders or beneficial owners of the
Bonds.
If the annual financial information or operating data to be provided in the Annual Report is
amended pursuant to the provisions hereof, the first annual financial information filed pursuant
hereto containing the amended operating data or financial information shall explain, in narrative
form, the reasons for the amendment and the impact of the change in the type of operating data or
financial information being provided.
If an amendment is made to the undertaking specifying the accounting principles to be
followed in preparing financial statements, the annual financial information for the year in which the
change is made shall present a comparison between the financial statements or information prepared
on the basis of the new accounting principles and those prepared on the basis of tine former
accounting principles. The comparison shall include a qualitative discussion of the differences in the
accounting principles and the impact of the change in the accounting principles on the presentation of
the financial information in order to provide information to investors to enable them to evaluate the
ability of the Issuer to meet its obligations. To the extent reasonably feasible the comparison shall be
quantitative. A notice of the change in the accounting principles shall be sent to the Repository in the
same nimmer as for a Listed Event under Section 5(c).
Section 9. Additional Information. Nothing in this Disclosure Agreement shall be
deemed to prevent the Issuer from disseminating any other information, using the means of
dissemination set forth in this Disclosure Agreement or any other means of communication, or
including any other information in any Annual Report or notice of occurrence of a Listed Event, in
addition to that which is required by this Disclosure Agreement. Ifthe Issuer chooses to include any
information in any Annual Report or notice of occurrence of a Listed Event in addition to that which
is specifically required by this Disclosure Agreement, the Issuer shall have no obligation under this
Disclosure Agreement to update such infornnation or include it in any fixture Annual Report or notice
of occurrence of a Listed Event.
Section 10. Default. In the event of a failure of the Issuer or the Dissemination Agent to
comply with any provision of this Disclosure Agreement any holder or beneficial owner of the Bonds
may take such actions as may be necessary and appropriate, including seekhg r'I mcime or specMe
:Y Y Y � pp� N � b b 1��,
performance by court order, to cause the Issuer to comply with its obligations under this Disclosure
Agreement. A default under this Disclosure Agreement shall not be deemed an event of default
under the Bond Indenture or any Supplemental Bond Indenture, and the sole remedy under this
6
Disclosure Agreement in the event of any failure of the Issuer to comply with this Disclosure
Agreement shall be an action to compel performance.
Section 11. Duties, Inu1iunities and Liabilities of Dissemination Agent. The
Dissemination Agent shall have only duties as are specifically set forth in this Disclosure Agreement,
and the Issuer agrees to indemnify and save the Dissemination Agent, its officers, directors,
employees and agents, harmless against any loss, expense and liabilities which it may incur arising
out of or in the exercise or performance of its powers and duties hereunder, including the costs and
expenses (including attorneys' fees) of defending against any claim of liability, but excluding
liabilities due to the Dissemination Agent's negligence or willful misconduct. The Dissemination
Agent shall be paid compensation by the Issuer for its services provided hereunder in accordance
with its schedule of fees provided to the Issuer and all expenses, legal fees and costs of the
Dissemination Agent made or incurred by the Dissemination Agent in the performance of its duties
hereunder. The obligations of the Issuer under this Section shall survive resignation or removal of
the Dissemination Agent and payment of the Bonds. The Dissemination Agent has no power to
enforce performance on the part of the Issuer. "The Dissemination Agent shall not be responsible in
any manner for the content of any notice or report prepared by the Issuer pursuant to this Disclosure
Agreement.
Section 12. Beneficiaries. This Disclosure Agreement shall inure solely to the benefit of
the Issuer, the Dissemination Agent, the Participating Underwriter and holders and beneficial owners
from time to time of the Bonds, and shall create no rights in any other person or entity.
Section 13. Notices. Any notice or communication required or permitted hereunder shall
be given in writing, sent by (a) personal delivery delivered by a representative of the party giving
such notice, or (b) overnight delivery by recognized overnight courier, or (c)United States mail,
postage prepaid,registered or certified mail, or(d)facsimile, addressed as follows:
If to the Issuer:
Town of Tiburon
1505 Tiburon Boulevard
Tiburon, California 94920
If to the Dissemination Agent:
NBS
California
or to such other address or to the attention of such other person as hereinafter shall be designated in
writing by the applicable party sent in accordance herewith. Any such notice or communication shall
be deemed to have been delivered either at the time of' personal delivery actually received by the
addressee or a representative of the addressee at the address provided above or, if delivered on a
business day in the case of delivery service or certified or registered mail, as of the earlier of the date
delivered or the date 72 hoes following the date deposited in the United States mail at the address
provided herein, or if by telecopier, upon electronic confirmation of good receipt by the receiving
telecopier.
7
Dated: 12019 TOWN OF TIBURON
By:
Town Manager
NBS
as Dissemination Agent
By:
Its:
8
EXHIBIT A
NOTICE TO MUNICIPAL SECURITIES RULEMAKING BOARD
OF FAILURE TO FILE ANNUAL REPORT
Name of Issuer: Town of Tiburon
Name of Bond Issue: $ TOWN OF TIBURON ASSESSMENT DISTRICT
NO. 2017-2 (VIRGINIA UNDERGROUNDING DISTRICT)
LIMITED OBLIGATION IMPROVEMENT BONDS, 2019
SERIES B
Date of Issuance: 12019
NOTICE IS HERBY GIVEN that the Issuer has not provided an Annual Report with respect
to the above-named Bonds as required by the Bond Indenture dated as of May I, 2019, by and
between the Issuer and U.S. Bank National Association. as Fiscal Agent. The Issuer anticipates that
the Annual Report will be filed by
Dated:
as Dissemination Agent on behalf of Issuer
A-1
Strucllina Yocm Curhorr S, Rauch
Draft of3/27/19
- = PI2ELI\11NA12V OFFICIAL STATF,NIENt DATED 2019
NE'NV ISSIE'-BOOK ENTRY 0NLINOT RATED
- In the opinion ofSn'adlnng)'occa Corlson cti Routh, o Professional Corporcttimn, Nesrpa7 Beach, Cali%omit, Road Counsel, .culiject
to certain yualrJtccnions described in the Official Statement, aumder existing statutes, regulations,rules mot.judicial decisions, cued assuming the
accuracy of certain representations and compliance with certain covenants toad requirements described in the Official.Statement, the interest
(and original issue(1iscount)on the Bonds is excluded from gross income for federal income tax purposes and is not on Nem of tct.v pre/arcate
J61'proposes of the federal alternative minnimum tax imposed an individuals. In the fwther opinion of Bond Counsel, such interest (rand
original issare (iscount) is exemIm from State of California personal income taxes. See "COACLUDLVG 1.AF0R,l1,-1/102V Io_r .11atters"
— herein.
J $
TOWN OF TIBURON
ASSESSMENT DISTRICT NO. 2017-2
(VIRGINIA UNDERGROUNDING DISTRICT)
LIMITED OBLIGATION IMPROVEMENT BONDS
- - 2019 SERIES B
Dated: Date o1'Delivery Due: September 2,as shown inside cover
"file Town Of Tiburon Assessment District No.2017-2 (Virginia Undergrounding District) Limited Obligation Improvement Bonds
2019 Series B(the"Series 13 Bonds')are limited obligations of the Town of Tiburon(the"Town")secured by special assessments to be levied
on real property located within the Town of Tiburon Assessment District No.2017-2 (Virginia Undergrounding District) (the "Assessment
District )and funds pledged under a Bond Indenture dated as of June I,2018,as supplemented by the First Supplemental Indenture.dated as
of Mav 1.2019(together.the"Bond Indenture")by and between the Town and U.S. Batik National Association.as Trustee(the"Trustee
- "The Assessment District has been formed to finance improvements (the"Improvements")to underground overhead utilities within
the Assessment District. The Assessment District has been formed and special assessments have been levied on property within the
Assessment District in accordance with the Municipal Improvement Act of 1913. "fie Series B Bonds are issued pursuant to provisions of the
Improvement Bond Act of 1915 and the Bond Indenture to (i)fiord the Reserve Fund for the Bonds. (ii)finance capitalized interest on the
Bonds through September 2, 2019. (iii)pay costs of issuance, and (iv) pay the costs of the Improvements. The Series 13 Bonds are secured
s under the Bond Indenture on a parity with the Series A Bonds (together, the 'Bonds') issued under the Indenture on July 10, 2018 in the
principal amount of$265.000. See"ESTIMATED SOURCES AND USES OF FUNDS"and"TI3E ASSESSMENT DIS"fRiCT."
= :J
The Series B Bonds will be issued in frilly registered book-entry only form, initially registered in the name of Cede& Co.. as
nominee of The Depository Trust Company, New York, New York ("DTC") and purchasers will not receive certificates representing their
interest in the Series B Bonds. Interest is payable semiannually on March 2 and September 2 of each year, commencing September 2.2019.
payments of principal and interest oil the Series B Bonds will be paid by the'Trustee directly to DTC or its nominee as the registered owner of
the Series B Bonds. Upon receipt of payments of principal and interest on the Series B Bonds,DTC is to remit such principal and interest to
= DTC participants (as defined in this Official Statement) for subsequent disbursement to the beneficial owners of such Series B Bonds. See
APPENDIX E "BOOK-ENTRY ONLY SYSTEM."
_ The Series B Bonds are subject to redemption prior to maturity as described under"TFIE SERIES B BONDS—Redemption of Series
B Bonds"herein.
Under the provisions of the Improvement Bond Act of 1915, installments of principal and interest sufficient to meet annual debt
service On the Bonds will be levied by the Town and billed by the County of Marin (the "County") to owners of property within the
s Assessment District against which there are unpaid assessments. Upon receipt by the Town from the County. these annual assessment
r installments are to be deposited with the"Il'ustee into the Assessment Fund and used to pay debt service on the Bonds as they become due. "fie
Series B Bonds and the Series A Bonds will be secured equally by a pledge and lien on the assessments and the amounts in certain funds
= = pledged under the Bond Indenture.
Unpaid assessments constitute fixed liens on the lots and parcels assessed within the Assessment District and do not constitute
a personal indebtedness of the respective owners of'such lots and parcels. Accordingly, in the event of a delinquency, proceedings may
u -- be taken only against the real property securing the delinquent assessment. Thus,the value of land within the Assessment District is a
critical factor in determining the investment quality of the Series B Bonds. See "TiIE ASSF.SS_NIE.Nf DISTRICT—Value-to-
Assessment Lien Ratios"and"BONDOWNERS' RISKS—Property Values."
:A Reserve Fund has been established under the Bond Indenture and, upon the issuance of the Series B Bonds, an additional
deposit will be made so that the balance therein equals the Reserve Requirement. The Reserve Fund will provide funds for payment of
_ •••.••,,. ••.,r and 7ntei'Ct on, .*he.,..,,din nuc event ofany ucuni uc%it aSScSiiiciit iiiSiau%iiciits. %uc no iy ii' r%iiiiii ii it)aucaiici', fiinii,i0
the Redemption Fund as a result ot'delinquent installments is limited to the balance in the Reserve Fund. The Town has covenanted in
the Bond Indenture to initiate judicial foreclosure in the event of a delinquency in the payment of assessment installments. See
"SFCt`RIT) FOR THE BONDS—Covenant to Foreclose and Court Foreclosure Proceedings."
NI:l"ITHt:R TI3t: FAITH AND CREDIT NOR THF TAXING PONVER OF TILE TOWN OF TiRFRON,"f Ili, C0FNi'NOF
s = NIARIN,"h11L:STATE Oh CALIFORNIA OR ANY POLITICAL SUBDIVISION THEREOF IS PLEDGED TO THE PAN'NIENT OF
'I'1IE BONDS. THE BONDS MZE SPECIAL OBLIGATIONS OF THE TOWN PAYABLE SOLEI,NFROM THE SOURCES
7 DESCRIBED IV THE, BOND INDENTURE.
this coyer page conluin,, certoin information for quick reference only. It is not ct summary of this issue. Investors must rend the
entire 011iciol Ntatement, inch0m,", it ithout limitation, "130ND011 ERS' RISKS,` to obtain information cssetuial to the making of an
informed mvesmrent decision.
� J
Preinni ul't.suftect to change.
- EXHIBIT 5
The Series B Bonds rine ollered schen, as and if isstaed and delivered to the Underwriter subject to the opproval of Stradling Yocco
Carlson K Routh, o Prokssional Cmporattima, ,A'ewport Bench, California, Bond Counsel and Disclosure Cozmsel. Certain matters will be
passed upon for the Iown br the Town Atiornev. Certain legal matters will be passed upon for the Underwriter b'r its counsel, Jones Hall, A
Professional Law Co poratiat, Sun Francisco, Cali/brnia. It is anticipated that the Series B Bonds will he available for dellfiery to The
Depository Trust Compottr in:Acer York, ;Aesr York oo or about 2019.
ISTIFGL LOGO
Dated: 2019
TOWN OF TIBURON
ASSESSMENT DISTRICT NO.2017-2 (VIRGINIA UNDERGROUNDiNG DISTRICT)
LIMITED OBLIGATION IMPROVEMENT BONDS
2019 SERIES B
BASE CUSiP': 651784
MATURITY SCHEDULE
lllahrrity Date Principal
(September 2) Amount Interest Rate Yield CUSIP'
h eliminan subject ro change.
CUS!P'W r o„ right 2019, Amer can 3nruke,� Asp., ,�,�,.,,,. CUSIP!'` dalci „t this Orricial St<<,emerrt i o.-ided b- "`'"
Global Services, managed by S&P Capital 10 on behalf of the Americon 13onkers'Association. This daa is not intended to
create a aaabase and does not serve in a?v scot' cis a substitute.1br the CUSIP Service Neither the Tosrn nor the
Undersrrit,r takes anY responsibilih,for the accuraev o/CUSIP data in this O1fl io1 Statement. The CUSJA� nainiber for o
specilic imituriti, is subject to being changed after the issuance of rhe 13017ds as a result o%various subsequent octimis
inchiding. but not limited to, a refzonding in whole or in pant or as a resith of the procurement q/secondary morket por(lblio
insmymce,r other similar enhancement by investors that is applicable to all or o portion o/certain maturities o/the Bonds.
TOWN OF TIBURON
COUNTY OF MARIN,CALIFORNIA
TOWN COUNCIL
David Kulik,Mayor
Alice Fredericks, Vice Mayor
Jim Fraser, Councilmember
Holli Thier, Councibnember
Jon Welner,Councibnember
TOWN OFFICIALS
Greg Chanis, Town Manager
Elena Kurakina,Finance Director
Ben Stock, Town Attorney
Lea Stefani, Town Clerk
BOND COUNSEL AND DISCLOSURE COUNSEL
Stradling Yocca Carlson&Rauth,
a Professional Corporation
Newport Beach,California
MUNICIPAL ADVISOR
Sperry Capital Inc.
Sausalito,California
TRUSTEE
U.S. Bank National Association
San Francisco, California
ASSESSMENT ENGINEER
Harris&Associates
Irvine, California
No dealer. broker, salesperson or other person has been authorized by the Town. the Trustee or the Underwriter
to give any information or to make any representations in connection vwith the offer or sale of the Series B Bonds other
than those contained herein and, if given or made. such other information or representations must not be relied upon as
having been authorized by the Town, the Trustee or the Undel-writer. "I his Official Statement does not constitute an offer
to sell or the solicitation of an offer to buy nor shall there be ally sale ol'the Series B Bonds by a person in any jurisdiction
in which it is unlawful for such person to make such an offer. solicitation or sale.
This Official Statement is not to be construed as a contract with the purchasers or Owners of the Series B Bonds.
Statements contained in this Official Statement which involve estimates. forecasts or matters of opinion, whether or not
expressly so described herein, are intended solely as such and are not to be construed as representations of fact This
Official Statement, including any supplement or amendment hereto. is intended to be deposited with a nationally
recognized municipal securities depository.
The Underwriter has provided the following sentence for inclusion in this Official Statement:
The Underwriter has reviewed the information in this Official Statement in accordance with, and as part of, its
responsibilities to investors under the federal securities laws as applied to the facts and circumstances of this transaction,
but the Underwriter does not guarantee the accuracy or completeness of such information.
The information set forth in this Official Statement which has been obtained by the Town from third party
sources is believed to be reliable but is not guaranteed as to accuracy or completeness by the ']'own, the Trustee or the
Underwriter. The information and expressions of opinion herein are subject to change without notice and neither the
delivery of this Official Statement nor any sale made under its terms shall. under any circumstances,create any implication
that there has been no change in the affairs of the Town, the landowners within the Assessment District or any other
parties described in the Official Statement since its date. All summaries of the Bond Indenture or other documents are
made subject to the provisions of such documents respectively and do not purport to be complete statements of any or all
of such provisions. Reference is hereby made to such documents on file with the Town for further information.
While the Town maintains an internet website Por various purposes, none of the information on that website is
incorporated by reference in this Official Statement or intended to assist investors in making any investment decision or to
provide any continuing information with respect to the Series B Bonds or any other bonds or obligations of the Town.
Certain statements included or incorporated by reference in this Official Statement constitute "forward-looking
statements"within the meaning of the United States Private Securities Litigation Reform Act o1'1995, Section 2 1 E, of the
United States Securities Exchange Act of 1934, as amended. and Section 27A of the United States Securities Act of 1933,
as amended. Such statements are generally identifiable by the terminology used such as 'plan," "expect." '-estimate,"
-project" "budget" or other similar wards. Such forward-looking statements include, but are not limited to, certain
statements contained in the information under the caption—T IF ASSESSMENT DISTRICT."
THE ACHIEVEMENT OF CERTAIN RESULTS OR OTHFR EXPECTATIONS CONTAINED IN SUCH
FORWARD-LOOKING STATEMENTS INVOLVE KNOWN AND UNKNOWN RISKS. UNCERTAINTIES AND
OTHER FACTORS WHICH MAY CAUSE ACTUAL RESULTS. PERFORMANCE OR ACHIEVEMENTS
DESCRIBED TO BE MATERIALLY DIFFERENT FROM ANY FUTURE: RESULTS. PERFORMANCE OR
ACHIEVEMENTS EXPRESSED OR IMPLIED BY SUCH FORWARD-LOOKING STATEMENTS. THE TOWN
DOES NOT PLAN TO ISSUE ANY UPDATES OR REVISIONS TO TIIF FORWARD-LOOKING STA]EMENTS
SE"1
FORTH IN THIS OFFICIAL STATEMENT.
IN CONNECTION WITH THE OFFERING OF THE SERIES B BONDS, THE UNDERWRITER MAY
OVERALLOT OR EFFECT 'TRANSACTIONS WHICH STABILIZE OR MAINTAIN THE MARKET PRICE
OF SUCH SERIES B BONDS AT A LEVEL ABOVE "THAT WHICH MIGHT OTHERWISE PREVAIL IN THE
OPEN MARKET. SUCH STABILIZING, IF COMMENCED, MAI BE DISCONTINUED AT ANY TIME.
THE SERIES B BONDS HAVE NOT BEEN REGISTERLD UNDLR THE SECURITIES ACT OIC- 1933,
AS AMENDED, IN RELIANCE UPON AN EXEMPTION CONTAINED IN SUCH ACT. THE SERIES B
BONDS HAVE NOT BEEN REGISTERED OR QUALIFIED UNDER THE SECURITIES LAWS OF ANY
STATE.
TABLE OF'CONTENTS
INTRODUCTION..........................................................2 Payment of the Assessments is not a Personal
Purpose; Security for the Bonds..................................2 Obligation of the Owners.......................................22
Forward Looking Statements......................................2 Property Values.........................................................23
The Assessment District.............................................3 Teeter Plan Termination............................................23
Property Values and Value-to-Assessment Lien Bankruptcy and Foreclosure......................................23
Ratios......................................................................3 FDIC/Federal Government Interests in Parcels.........24
No Additional Bonds..................................................3 No Acceleration Provision.........................................25
The Improvements......................................................4 Limitation on Remedies............................................25
Professionals Involved in the Offering.......................4 Natural Disasters........................................................25
Continuing Disclosure ................................................4 Hazardous Substances...............................................25
Bond Owners' Risks...................................................4 Limited Secondary Market........................................26
Other Information.......................................................4 Future Debt Issuance.................................................26
ESTIMATED SOURCES AND USES OF FUNDS......5 Ballot Initiatives........................................................26
THE SERIES B BONDS................................................5 Constitutional Provisions--Articles IIIC and IIID....26
General........................................................................5 CONCLUDING INFORMATION................................27
Redemption of Series B Bonds...................................6 Continuing Disclosure...............................................27
Purchase in-Lieu of Redemption.................................7 Legal Opinion............................................................28
Notice of Redemption.................................................7 Tax Matters................................................................28
Selection of Bonds for Redemption............................8 Litigation...................................................................30
Refunding Bonds........................................................8 Financial Interests......................................................30
AnnualDebt Service...................................................9 No Rating...................................................................30
SECURITY FOR THE BONDS.....................................9 Underwriting..............................................................30
Limited Obligation......................................................9 Miscellaneous............................................................30
Assessment Liens and Installments........................... 10
Limited Obligation Upon Delinquency..................... 11 APPENDIX A ASSESSMENT DIAGRAM........A-1
Reserve Fund ............................................................ I 1 APPENDIX B ENGINEER'S REPORT...............B-1
Covenant to Foreclose and Court Foreclosure APPENDIX C SUMMARY OF THE BOND
Proceedings........................................................... 12 INDENTURE ...............................C-1
Delinquency Resulting in Ultimate or Temporary APPENDIX D OPINION OF BOND
Loss on Bonds....................................................... 13 COUNSEL...................................D-1
Priority of Assessment Lien...................................... 14 APPENDIX E BOOK-ENTRY ONLY
TeeterPlan................................................................ 14 SYSTEM ......................................E-1
No Additional Bonds................................................ 15 APPENDIX F FORM OF CONTINUING
THE ASSESSMENT DISTRICT................................. 15 DISCLOSURE AGREEMENT....F-1
Description of the Assessment District..................... 15
Description of Improvements.................................... 15
Formation Proceedings............................................. 16
Allocation of Assessments........................................ 17
Maximum Annual Assessment for Administrative
Costs and Expenses............................................... 17
Value-to-hien Ratios................................................. 17
Historical Assessed Values....................................... 19
Direct and Overlapping Indebtedness....................... 19
BONDOWNERS' RISKS ............................................20
Potential Insufficiency of Assessment
Installments...........................................................20
Risks of Real Estate Secured Investments
Generally...............................................................21
Limited Obligations..................................................21
Delinquency Resulting in Ultimate or Temporary
Loss on Bonds.......................................................21
Potential Early Redemption of Bonds from
Prepayments or Other Sources..............................22
Non-Cash Payments of Assessments.............I..........22
Limited Town Obligation Upon Delinquency..........22
Disclosures to FutIffe Purchasers..............................22
ASSESSMENT DISTRICT AREA MAN
$
TOWN OF TIBURON
ASSESSMENT DISTRICT NO. 2017-2 (VIRGINIA UNDERGROUNDING DISTRICT)
LIMITED OBLIGATION IMPROVEMENT BONDS
2019 SERIES B
INTRODUCTION
Purpose; Security for the Bonds
The purpose of this Official Statement, which includes the cover page, the table of contents and the
attached appendices (collectively, the "Official Statement"), is to provide certain information concerning the
issuance by the Town of Tiburon (the "Town") of the $ x Town of Tiburon Assessrrrent District
No.2017-2 (Virginia Undergrounding District) Limited Obligation hmprovement Bonds 2019 Series B (the
"Series B Bonds").
The Series B Bonds will be issued pursuant to a Bond Indenture by and between the Town and U.S.
Bank National Association (the "Trustee"), dated as of June 1, 2018, as supplemented by the First
Supplemental Indenture dated as of May 1, 2019 (together, the `Bond Indenture"). The Series B Bonds are
secured under the Bond Indenture by a pledge of and lien upon the Assessments (as defined in this Official
Statement) and all moneys on deposit in the Assessment Fund, the Redemption Fund and the Reserve Fund.
The Series B Bonds are secured under the Bond Indenture on a parity with the Series A Bonds (together with
the Series B Bonds,the"Bonds") issued under the Bond Indenture on July 10, 2018 in the principal amount of
$265,000. See"SECURITY FOR THE BONDS."
The proceeds of the Series B Bonds will be used to (i)fund a deposit to the Reserve Fund for the
Bonds. (ii)finance capitalized interest on the Series B Bonds through September 2, 2019, (iii)pay costs of
issuance, and (iv)pay the costs of the construction of improvements to underground overhead utilities (the
"hnprovements") within the Town of Tiburon Assessment District No. 2017-2 (Virginia Undergrounding
District) (the "Assessment District"). See "ESTIMATED SOURCES AND USES OF FUNDS" and "THE
ASSESSMENT DISTRICT."
This introduction is not a summary of this Official Statement. It is only a brief description of and
guide to, and is qualified by more complete and detailed information contained in, this entire Official
Statement a. A full review should be made of the entire Official Statement. The sale and delivery of Series B
Bonds to potential investors is made only by means of the entire Official Statement. All capitalized terms used
in this Oficial Statement and not defined herein shall have the meanings set forth in APPENDIX C---
"SUMMARY OF THE BOND INDENTURE—Definitions."
Forward Looking Statements
Certain statements included or incorporated by reference in this Official Statement constitute
"forward-looking statements"within the meaning of the United States Private Securities Litigation Reform Act
of 199-5, Section 21 E of the United States Securities Exchange Act of 1934, as amended, and Section 27A of
the United States Securities Act of 1933, as amended. Such statements are generally identifiable by the
terminology used such as a "plan,""expect," "estimate,""project," "budget" or similar words. Such forward-
lookin,–) statements include, but are not limited to, certain statements contained in the information under the
caption "THE ASSESSMENT DISTRICT."
PrC/1111 nali.sd?ject to chane.
THE ACHIEVEMENT OF CERTAIN RESULTS OR OTHER EXPECTATIONS CONTAINED IN
SUCH FORWARD-LOOKING STATEMENTS INVOLVE KNOWN AND UNKNOWN RISKS,
UNCERTAINTIES AND OTHER FACTORS WHICH MAY CAUSE ACTUAL RESULTS,
PERFORMANCE OR ACHIEVEMENTS DESCRIBED TO BE MATERIALLY DIFFERENT FROM ANY
FUTURE RESULTS, PERFORMANCE OR ACHIEVEMENTS EXPRESSED OR IMPLIED BY SUCH
FORWARD-LOOKING S'T'ATEMENTS. THE TOWN DOES NOT PLAN TO ISSUE ANY UPDATES OR
REVISIONS TO THE FORWARD-LOOKING STATEMENTS SET FORTH IN THIS OFFICIAL
STATEMENT.
The Assessment District
The Assessment District is located in the Town on Virginia Drive. There are 21 parcels in the
Assessment District with unpaid Assessments (defined below) securing the Bonds. The property in the
Assessment District is zoned residential and all 21 parcels with unpaid Assessments have been developed with
single family homes. See"THE ASSESSMENT DISTRICT."
Assessment proceedings were initiated by the Town Council of the Town pursuant to the Municipal
Improvement Act of 1913, Division 12 of the California Streets and Highways Code (the "Act") by adoption
of Resolution No. 10-2017 on May 3, 2017, declaring its intention to form the Assessment District and
directing Harris & Associates, Irvine. California, (the "Assessment Engineer"), to prepare a written report
containing among other things, the proposed assessment for each parcel of land in the Assessment District.
The written report was filed and preliminarily approved by the Town Council on January 17, 2018 by
Resolution No. 03-2018 (the "Engineer's Report"). On March 21, 2018, a public hearing was duly held as
noticed, and all persons interested and desiring to be heard were given an opportunity to speak and be heard,
and all matters pertaining to the Assessment District and proposed levy of assessments were fully heard and
considered by the Town Council, and all oral statements and all written protests or communications were duly
considered. Following the public hearing, the assessment ballots were tabulated by the Assessment Engineer
and the Town Clerk and it was found that a majority protest as defined by Article XIIID of the California
Constitution did not exist. On March 21, 2018 the Town Council adopted its resolution confirming the
proposed assessments. The Town Council confirmed a total assessment of$1,682,999.84 and recorded such
confirmed assessments (the "Assessments"). After confirmation and recordation, the Assessments became
liens against the assessed parcels.
Following the recordation of the Assessments, all property owners in the Assessment District were
given the opportunity to pay all or a portion of their Assessments in cash. Originally, there were 22 assessed
parcels with Assessments totaling $1,682,999.84. During the cash prepayment period, l parcel fully prepaid
its Assessment. There remains $1,601,824 of unpaid Assessments securing the Bonds (the "Assessments").
See"SECURITY FOR THE BONDS."
Property Values and Value-to-Assessment Lien Ratios
The aggregate assessed value of the parcels in the Town with unpaid Assessments, as shown in the
County of Marin assessor's roll for fiscal year 2018-19, was $19,473,788. The ratio of the assessed value of
such parcels to the total amount of the unpaid Assessments, is approximately 12.16 to 1. See "THE
ASSESSMENT DISTRICT—Value-to-Lien Assessment Ratios" for certain value-to-lien information with
respect to the parcels within the Assessment District.
No Additional Bonds
The Town is not authorized to issue any additional bonds (other than refunding bonds) secured by the
Assessments on a parity with the Bonds.
3
The Improvements
The proceeds of the Series B Bonds will primarily be used to provide financing to complete the
Improvements. The Improvements to be constructed and installed will provide conversion to an underground
utility system. See `THE ASSESSMENT DISTRICT—Description of Improvements." The Assessment
Engineer has determined that the Improvements provide a special benefit to the assessed parcels and will
enhance neighborhood aesthetics,safety and reliability. See APPENDIX B— 'ENGINEER'S REPORT."
Professionals Involved in the Offering
U.S. Bank National Association, San Francisco, California, will act as Trustee under the Bond
Indenture. NBS, San Francisco, California, will serve as the initial Dissemination Agent under the Town's
Continuing Disclosure Agreement. Sperry Capital Inc., Sausalito, California, will act as Municipal Advisor to
the Town in connection with the Series B Bonds. The legal proceedings in connection with the issuance and
delivery of the Series B Bonds are subject to the approval as to their legality by Stradling Yocca Carlson &
Rauth,a Professional Corporation,Newport Beach,California, Bond Counsel and Disclosure Counsel. Certain
legal matters will be passed on for the Town by the Town Attorney. Certain legal matters will be passed upon
for the Underwriter by its counsel, Jones Hall, A Professional Law Corporation, San Francisco, California.
Other professional services have been performed by Harris & Associates, Irvine, California, as Assessment
Engineer.
For information concerning financial or other interest which certain of the above-mentioned
professionals, advisors, counsel and agents may have in the offering of the Series B Bonds, see
"CONCLUDING INFORMATION—Financial Interests."
Continuing Disclosure
In order to assist the Underwriter in complying with Rule 15c2-12(b)(5) adopted by the Securities and
Exchange Commission,the Town will agree to provide certain annual financial information and operating data
and notice of certain enumerated events. See "CONCLUDING INFORMATION—Continuing Disclosure"
and Appendix F for a description of the specific nature of the annual reports and notices of enumerated events
to be provided by the Town.
Bond Owners' Risks
Certain events could affect the timely repayment of the principal of and interest on the Series B Bonds
when due. See the section of this Official Statement entitled "BONDOWNERS' RISKS" for a discussion of
certain factors which should be considered, in addition to other matters described in this Official Statement, in
evaluating an investment in the Series B Bonds. The purchase of the Series B Bonds involves risks, and the
Series B Bonds are not suitable investments for some types of investors. See"BONDOWNERS RISKS."
Other Information
This Official Statement speaks only as of its date. and the information contained in this docurnent is
subject to change.
Brief descriptions of the Series B Bonds and the Bond Indenture are included in this Official
Statement. Such descriptions and information do not purport to be comprehensive or definitive. All references
herein to the Bond Indenture, the Series B Bonds and the constitution and laws of the State as well as the
proceedings of the Town Council of the Town, are qualified in their cntirety by references to such documents,
laws and proceedings, and with respect to the Series B Bonds, by reference to the Bond Indenture. Capitalized
terms not otherwise defined herein shall have the meanings set forth in the Bond Indenture.
4
Copies of the Bond Indenture, the Continuing Disclosure Agreement and other documents and
information referred to herein are available for inspection and (upon request and payment to the Trustee of a
charge for copying, mailing and handling) for delivery fi-om the Trustee.
ESTIMATED SOURCES AND USES OF FUNDS
The Trustee will receive the proceeds from the sale of the Series B Bonds upon delivery of the Series
B Bonds to the Underwriter. The estimated sources and uses of funds with respect to the Series B Bonds are
set forth in the following, table:
SOURCES:
Par Amount of Series B Bonds
[Less Net Original Issue Discount]
[Plus Net Original Issue Premium]
Less Underwriter's Discount
Total Sources
USES:
Improvement Fund(')
Costs of Issuance Fund(')
Interest Accountt'>
Reserve Fund(')
Total Uses
t�) Amounts to be used to finance the construction of the Improvements.
t�) Lnctudes costs of issuance. such as Trustce. Bond Counsel and Disclosure Counsel fees and costs, printing costs and other
related costs for the issuance of the Series B Bonds, reimbursable expenses of the Town [and],certain upfront design and
engineering costs[and the costs of the formation of the Assessment District].
3) To find interest on the Series B Bonds through September 2,2019.
a) Equals the amount required to bring the amount on deposit in the Reserve Fund to the Reserve Requirement for the Bonds.
See"SECURITY FOR THE: BONDS—Reserve Fund."
THE SERIES B FONDS
General
The$ aggregate principal amount of the Series B Bonds was authorized for issuance by a
resolution adopted by the Town Council of the Town on April 3, 2019 and are being issued by the Town
pw-suant to the Act and the Bond Indenture and will be secw-ed under the Bond Indenture on a parity with the
Series A Bonds.
The Series B Bonds will be dated their date of delivety and mature on September 2 in the years and in
the amounts shown on the inside cover page of this Official Statement. Interest shall be payable semiannually
on March 2 and September 2 of each year until maturity commencing September 2,2019. The Series B Bonds
are issued as fully registered bonds, with authorized denominations of$5,000 and any increment of$5,000 in
excess thereof, although one Series B Bond may be in another amount.
Each Series B Bond shall bear interest from the Interest Payment Date next preceding the date of
authentication thereof unless (i) it is authenticated after a Record Date (detined below) and on or- before the
immediately succeeding ]merest Payment Date, in which event it shall bear interest from such Interest
Payment Date, or(ii) it is authenticated before the close of business on the first Record Date, in which event it
shall bear interest from its dated date; provided, however, that if at the time of authentication of a Series B
Prelimman.sahjecr to chon;e
5
Bond, interest is in default thereon, such Series B Bond will bear interest fi-om the Interest Payment Date to
which interest has previously been paid or made available for payment or fi-om the date of original delivery of
the Series B Bonds, if no interest has previously been paid or made available for payment on the Outstanding
Series B Bonds.
"Record Date" is defined under the Bond Indenture as the fifteenth day of the month preceding an
Interest Payment Date, whether or not such day is a Business Day.
Interest on the Series B Bonds is payable by the 'Trustee on each Interest Payment Date, until the
principal amount of a Series B Bond has been paid or made available for payment, to the registered Owner at
such registered Owner's address as it appears on the registration books maintained by the Trustee at the close
of the Business Day on the Record Date preceding the Interest Payment Date. The Series B Bonds will be held
in book-entry form and registered in the name of Cede & Co., as nominee of The Depository Trust Company
("DTC"), and all interest payments will be made directly to DTC for distribution to the beneficial owners of
the Series B Bonds in accordance with DTC's procedures. See APPENDIX E—`BOOK-ENTRY ONLY
SYSTEM."
Redemption of Series B Bonds
Optional Redemption. The Series B Bonds are subject to redemption prior to their stated maturity
date on any Interest Payment Date, from any source of funds, other than prepayment of Assessments, at the
following redemption prices (expressed as a percentage of the principal amount of the Series B Bonds to be
redeemed),together with accrued interest to the date of redemption,:
Redemption Date Price
Interest Payment Dates on or prior to March 2,20 %
September 2,20 or March 2,20
September 2,20 or March 2,20
September 2,20_and thereafter
Mandatory Redemption From Assessment Prepayments. Whenever, as of an Interest Payment Date,
there are sufficient funds in the Prepayment Account of the Redemption Fund from the proceeds of
prepayments of Assessments allocated to the redemption of the Series B Bonds, the Series B Bonds shall be
called for redemption as provided in Part 1 1.1 of the Improvement Bond Act of 1915 (the "1915 Act"). The
Series B Bonds may be redeemed and paid in advance of maturity on any Interest Payment Date in any year, at
the following redemption prices(expressed as a percentage of the principal amount of the Series B Bonds to be
redeemed),together with accrued interest to the date of redemption:
Redemption Dote Redemption Prices
Interest Payment Dates on or prior to March 2,201-_ %
September 2, 20 and March 2, 20
September 2,20 and March 2, 20
September 2,20_and thereafter
See the caption`BONDOWNERS' RISKS-—Potential Early Redemption of Bonds fi-om Prepayments
and Other Sources."
Mwidatory Sinking Fund Redemption of Series B Bonds. The Series B Bonds maturing on
September-2, 20 (the "20____ Term Bonds") shall be subject to mandatory sinking fund redemption prior to
maturity, in part, on September 2, 20_, and on each September 2 thereafter, from sinking fund payments, at a
6
redemption price equal to the principal amount of Series B Bonds to be redeemed, together with accrued
interest to the date of redemption,without premium, as follows:
20 Tern Bonds
Redeniption Date Redemption
(.September 2) Amount
In the event of a partial redemption of less than all of the 20 Term Bonds other than fi-om
sinking account payments, the mandatory sinking account payments for the 20_ Term Bonds are to be
reduced pro rata, as nearly as practicable, in the amount of$5,000 or an integral multiple of$5,000.
Purchase in-Lieu of Redemption
In lieu, or partially in lieu, of the call and redemption of Series B Bonds, moneys deposited in the
Redemption Fund for the redemption of the Series B Bonds may be used to purchase Outstanding Series B
Bonds. Purchases of Outstanding Series B Bonds may be made by the Town prior to the selection of Series B
Bonds for redemption by the Trustee, at public or private sale as and when and at such prices as the Town may
in its discretion determine, but only at prices (including brokerage or other expenses) of not more than par,
plus the premium, if any, which would be payable with respect to such Series B Bonds upon redemption, plus
accrued interest, and any accrued interest payable upon the purchase of Series B Bonds may be paid fi-om the
amount in the Interest Account of the Redemption Fund for payment of interest on the next following Interest
Payment Date. The Trustee shall disburse moneys in the Prepayment Account for such purpose upon written
direction of the Town. Amounts in the Redemption Fund for the redemption of the Series A Bonds may be
used to purchase Outstanding Series A Bonds in the manner described above.
Notice of Redemption
So long as the Series B Bonds are held in book-entry form, notices of redemption will be sent only to
DTC, or any successor thereto,and not to any beneficial owner of the Series B Bonds.
At least thirty (30) days but no more than sixty (60) days prior to the redemption date, the Trustee
shall send a notice of redemption with respect to all Series B Bonds held by DTC or its nominee in accordance
with the procedures of DTC, or if no longer held in book-entry form by DTC by first class mail, postage
prepaid, to the registered Owner of Series B Bonds selected for redemption at their addresses appearing on the
Bond Register. The actual receipt by the Owner of any Series B Bond of notice of such redemption shall not
he a condition precedent thereto, and failure to receive such notice shall not affect the validity of the
proceedings to!-the redemption of such Series B Bonds, or the cessation of interest on the redemption date. A
certificate by the Trustee that notice of such redemption has been given as provided in the Bond Indenture
shall be conclusive as against all parties.
Such notice of redemption shall (a)specify the serial numbers and the maturity date or dates of the
Series B Bonds selected for redemption, except that where all the Series B Bonds subject to redemption, or all
7
the Series B Bonds of one maturity, are to be redeemed, the serial numbers thereof need not be specified;
(b)state the date fixed for redemption and for surrender of the Series B Bonds to be redeemed; (c)state the
redemption price; (d)state the place or places where the Series B Bonds are to be surrendered for redemption;
and (e) in the case of Series B Bonds to be redeemed only in part, state the portion of such Series B Bond
which is to be redeemed. Such notice shall further state that on the date fixed for redemption, there shall
become due and payable on each Series B Bond or portion thereof called for redemption,the principal thereof,
together with any premium, and interest accrued to the redemption date, and that from and after such date,
interest thereon shall cease to accrue and be payable.
A notice of redemption for any optional redemption of Series B Bonds may be conditioned upon
receipt by the Town of sufficient funds to effect the redemption. If sufficient funds are not on deposit with the
"Trustee at least one day prior to the redemption date, the optional redemption shall of such Series B Bonds
shall not occur and such Series B Bonds shall remain Outstanding under the Bond Indenture. If any
redemption is cancelled due to a lack of sufficient funds, the Trustee shall send a notice to the Owners in the
same manner in which the notice of redemption was delivered stating that such redemption was cancelled and
did not occur.
Selection of Bonds for Redemption
Series B Bonds of a maturity shall be selected for mandatory sinking fund redemption by lot. If less
than all of the Outstanding Bonds are to be redeemed other than pursuant to mandatory sinking fund
redemption, the Town shall designate the principal amount of Bonds of each maturity to be redeemed as
provided for in Section 8768 of the 1915 Act such that the ratio of Outstanding Bonds to issued Bonds shall be
approximately the same in each maturity of the Bonds insofar as possible, and the Trustee shall select the
particular Bonds to be redeemed from each maturity in authorized denominations and in said designated
amount by lot in such manner as the Trustee may choose. The Town shall provide written notice to the Trustee
at least forty-five days prior to a redemption date for the Bonds (other than mandatory sinking fund
redemption).
Refunding Bonds
Pursuant to the Refunding Act of 1984 for 1915 Improvement Act Bonds (Division 11.5 of the Streets
and Highways Code) (the "1984 Act"), the Town may issue refunding bonds for the purpose of redeeming all
or a portion of the Bonds. The Town may issue and sell refunding bonds without giving notice to and
conducting a hearing for the owners of property in the Assessment District if the Town Council makes the
findings required in the 1984 Act. In the event refunding bonds are sold,the Series B Bonds will be redeemed
in whole or in part, as applicable, from refunding bond proceeds. See "—Redemption of Series B Bonds
Optional Redemption"above.
8
Annual Debt Service
Table I below sets forth the annual debt service on the Series B Bonds based on the maturity schedule
and interest rates set forth on the inside cover page of this Official Statement assuming no earlier redemption
thereof(other than mandatory sinking fund redemption)and the annual debt service on the Series A Bonds.
TABLE 1
TOWN OF TIBURON
ASSESSMENT DISTRICT NO.2017-2 (VIRGINIA UNDERGROUNDING DISTRICT)
LIMITED OBLIGATION IMPROVEMENT BONDS
2019 SERIES B
Annual Debt Service
Series A Fonds Series B Bonds Grano! Total
Year T nding
September 2 Principal Interest Total Principal Interest Total
Totals
Source: Underwriter.
SECURITY FOR THE BONDS
Limiter! Obligation
The obligation of the Town relating to the Bonds is not a general obligation of the Town, but is a
liillited obliiation. payable soler front the ASsessnients and from the funds pledged there!'()]- Under the Bond
Indenture. Neither the faith and credit nor the taxing power of the Town, the County or the State of California,
or any political subdivision thereof, is pledged to the payment of the Bonds. Notwithstanding any other
provision of the Bond Indenture, the Town is not obligated to advance available surplus funds from the
Town treasury to cure any deficiency in the Redemption Fund.
9
Assessment Liens and Installments
The Series B Bonds are secured on a parity with the Series A Bonds under the Bond Indenture. As a
result, in the event the amounts available under the Bond Indenture are not sufficient to pay all principal and
interest on the Bonds when due, the available revenues will be allocated on a pro rata basis to each series and,
in the event of a default in payment, each series of Bonds will be treated in an equal manner without preference
of one series over the other.
The Bonds are issued upon and secured equally by and payable solely from the unpaid Assessments
on parcels of property within the Assessment District together with interest thereon, and such unpaid
Assessments, together with interest thereon, constitute a fund for the redemption and payment of the principal,-
including
rincipal
including mandatory sinking fund payments, if any, of the Bonds and the interest thereon and premium, if any.
The Bonds are secured by the moneys in the Assessment Fund, the Redemption Fund and the Reserve Fund
created pursuant to the Bond Indenture. Amounts in the Reserve Fund will secure the payment of debt service
on the Bonds.
THE BONDS ARE NOT SECURED BY THE GENERAL TAXING POWER OF THE TOWN,
THE COUNTY OF MAR1N OR THE STATE OF CALIFORNIA, OR ANY OF ITS POLITICAL
SUBDIVISIONS, NOR IS THE FULL FAITH AND CREDIT OF THE TOWN, THE COUNTY, THE
STATE OR ANY OF ITS POLITICAL SUBDIVISIONS PLEDGED TO THE PAYMENT OF THE
BONDS.
Although the unpaid Assessments constitute fixed liens on the lots and parcels assessed, they do not
constitute a personal indebtedness of the respective owners of such lots and parcels. There can be no assurance
as to the ability or the willingness of such owners to pay the unpaid Assessments when due. See
"BONDOWNERS' RISKS."
The unpaid Assessments will be collected in annual installments,together with interest, on the County
secured tax roll on which general taxes on real property are collected (the "Assessment Installments"). The
Town will include in the annual installments an amount for the payment of administrative expenses in the
amount set forth in the Engineer's Report; such amounts are not available to pay debt service on the Bonds.
The Assessment Installments are payable and become delinquent at the same time and in the same
proportionate amounts and bear the same proportionate penalties and interest after delinquency as do general
taxes. The properties upon which the Assessments are levied are subject to the same provisions for sale and
redemption as are properties for nonpayment of general taxes. The Town shall immediately transfer the annual
Assessment Installments as received from the County to the Trustee for deposit into the Assessment Fund.
Amounts in the Assessment Fund are pledged under the Bond Indenture to the payment of debt service on the
Bonds. On or prior to the first day of March and September of each year, the Town shall transfer to the
Trustee for deposit into the Redemption Fund and the Reserve Fund the amount required in the Bond
Indenture.
The Assessment Installments billed against each of the lots and parcels in the Assessment District
each year represent a pro rata share of the total principal, including mandatory sinking fund payments, if any,
and interest coming due on all of the Bonds that year. including any amounts needed to replenish the Reserve
Fund. The amount billed against each lot or parcel is based on the percentage which the unpaid Assessment
against the property bears to the total of unpaid Assessments in the Assessment District. The tailure of a
property owner to pay an annual Assessment Installment will not result in an increase in Assessment
Installments against other parcels in the Assessment District.
Each property owner has a statutory right to prepay the Assessment on a parcel in whole or in part on
any date. Amounts received as prepaid Assessments will be deposited in the Prepayment Account of the
Redemption Fund and shall be used solely for the purpose of redeeming Bonds. See "THE SERIES B
BONDS Redemption of Bonds—Nlandatorp Redemption firom Assessment Prepgylnenls."
10
Limited Obligation Upon Delinquency
THE BONDS ARE LIMITED OBLIGATIONS OF THE TOWN AND ARE PAYABLE SOLELY
FROM THE ASSESSMENTS AND OTHER AMOUNTS PLEDGED THEREFOR UNDER THE BOND
INDENTURE. THE TOWN HAS DETERMINED NOT TO OBLIGATE ITSELF AND HAS NO LEGAL
OR MORAL OBLIGATION TO ADVANCE AVAILABLE FUNDS FROM THE TOWN TREASURY TO
PAY DEBT SERVICE ON THE BONDS IN THE EVENT OF DELINQUENT ASSESSMENT
INSTALLMENTS. BONDOWNERS SHOULD NOT' RELY UPON THE "TOWN TO ADVANCE
AVAILABLE FUNDS FROM THE TOWN TREASURY TO THE REDEMPTION FUND.
NOTWITHSTANDING THE FOREGOING, THE TOWN MAY, AT 1TS SOLE OPTION AND IN ITS
SOLE DISCRETION, ELECT 1'0 ADVANCE SUCH FUNDS.
Reserve Fund
The Bond Indenture provides that a Reserve Fund must be maintained with the Trustee. The amount
to be maintained in the Reserve Fund is to equal the Reserve Requirement. The Reserve Requirement means,
on each September 2nd (the calculation date), the least of(i) 10% of the net proceeds derived from the sale of
the Bonds, (ii)maximum annual debt service on the Outstanding Bonds, or (iii) 125% of average annual debt
service on the Outstanding Bonds. Upon issuance of the Series B Bonds, the Reserve Requirement shall be
$ . Moneys in the Reserve Fund shall be held and are pledged under the Bond Indenture for the
benefit of the Owners of the Bonds as a reserve for the payment of the principal of, including mandatory
sinking fund payments, if any, and interest on the Bonds. See APPENDIX C '`SUMMARY OF BOND
INDENTURE."
Moneys in the Reserve Fund shall be used solely for the purpose of paying the principal of and
interest on the Bonds when due in the event that the moneys in the Redemption Fund are insufficient. The
Trustee shall withdraw moneys as necessary from the Reserve Fund for deposit in the Redemption Fund on or
before the first day of March and September of each year.
In the event an Assessment is prepaid in whole or in pant, the Assessment being prepaid shall be
reduced by the amount to be transferred from the Reserve Fund pursuant to the Bond Indenture to the
Prepayment Account of the Redemption Fund. The amount transferred shall be that portion of the balance
then in the Reserve Fund equal to the proportion that the Assessment prepaid bears to the total of all
Assessments remaining unpaid as of such date. The Town shall notify, or shall cause the Trustee to be
notified, of the amount to be transferred.
In the event that moneys in the Reserve Fund, in the Redemption Fund, and the Assessment Fund are
sufficient to retire all of the Outstanding Bonds, plus accrued interest thereon, such moneys in the Reserve
Fund and the Assessment Fund shall be transferred to the Redemption Fund for the payment of the Bonds.
All amounts remaining in the Reserve Fund in the year in which the last Assessment Installments
become due and parable shall be credited toward the final Assessment Installments as set forth below:
On or prior to July 1st of the Fiscal Year next preceding the Fiscal Year in which the last unpaid
Assessment installment securing the Bonds becomes due and payable, the Town small determine the amount
remaining in the Reserve Find, and shall declare such amount to be surplus and direct the Trustee as to the
transfer of such amount in order-that it may be credited in the manner set forth in Section 10427.1 of the 1913
Act: provided that if all or any part of such Assessments remain unpaid and are payable in installments, the
amount apportioned to each parcel shall be credited against the last of such unpaid Assessment Installments
and, if the amount apportioned to each parcel exceeds the amount of said last installment. then such excess
shall be credited against the next to last of such Assessment Installments.
II
Moneys in the Reserve Fund in excess of the Reserve Requirement shall be withdrawn from the
Reserve Fund by the Trustee on or before each February 15 and August 15, and shall be transferred to the
Rebate Fund in an amount directed in writing by an Authorized Representative of the Town received at least
one Business Day prior to each February 15 and August 15. Following any such transfer, or in the absence of
written direction from the Town, all amounts shall be transferred to the Assessment Fund and shall be used as
provided in the Bond Indenture.
"THE TOWN HAS NO OBLIGATION TO REPLENISH THE RESERVE FUND EXCEPT TO THE
EXTENT THAT DELINQUENT ASSESSMENT INSTALLMENTS ARE PAID OR PROCEEDS FROM
FORECLOSURE SALES ARE REALIZED.
Covenant to Foreclose and Court Foreclosure Proceedings
The 1913 Act provides that in the event any Assessment Installment is not paid when due, the Town
may order the institution of a court action to foreclose the lien of the unpaid Assessment. In such an action,the
real property subject to the unpaid Assessment Installment may be sold at judicial foreclosure sale. This
foreclosure sale procedure is not mandatory. However, pursuant to the Bond Indenture, the "Town has
covenanted to review the public records of the County of Marin, California on or about February 15 and
.lune 15 of each Fiscal Year and to compare the amount of Assessment Installments due and payable to the
amount of Assessment Installments received by the Town,and:
(i) If the Treasurer determines that any single parcel subject to an Assessment is delinquent in
the payment of three or more Assessment Installments, then the Treasurer shall send or cause to be sent a
notice of delinquency(and a demand for immediate payment thereof) to the property owner within 45 days of
such determination, and (if the delinquency remains uncured) foreclosure proceedings shall be commenced by
the Town within 90 days of such determination; and
(ii) If the Treasurer determines that the total amount of delinquent Assessment Installments for
the prior Fiscal Year for the entire Assessment District (including the total of delinquencies under subsection
(a)above), exceeds 4%of the total Assessment Installments levied for the prior Fiscal Year,the Treasurer shall
notify or cause to be notified property owners who are then delinquent in the payment of Assessment
Installments and demand immediate payment of the delinquency within 45 days of such determination, and the
Town shall commence foreclosure proceedings within 90 days of such determination against each parcel of
land in the Assessment District with an Assessment Installment delinquency.
Notwithstanding the foregoing. the Town may elect to defer foreclosure proceedings with respect to
any delinquent parcel if the Town has received funds equal to the delinquent Assessment Installments fi-om
any source, and those funds are available to contribute toward the payment of the principal of (including
sinking fund payments) and interest on the Bonds when due(including without limitation funds received under
the Teeter Plan and funds fi-on the sale of the receivables associated with delinquent Assessment Installments).
The 1913 Act provides that the court in a foreclosure proceeding has the power to order property
securing delinquent Assessment Installments to be sold for an amount not less than all Assessment
Installments, interest, penalties, costs, fees and other charges that are delinquent at the time the foreclosure
action is ordered and certain other fees and amounts as provided in the 1913 Act. The court may also include
subsequent delinquent Assessment Installments and all other delinquent amounts.
If the property to be sold fails to sell for the minimum price described above, the Town may petition
the court to modify the judgment so that the property may be sold at a lesser-price or without a minimum price.
In certain circumstances. the court may modify the judgment after a hearing if the court makes certain
determinations, including, but not limited to; a determination that the sale at less than the minimum price will
not result in an ultimate loss to the Owners of the Bonds, or a determination that the Owners of at least 75% of
the principal amount of the Bonds outstanding have consented to the petition and the sale will not result in an
12
ultimate loss to the nonconsenting Bond Owners. Neither the property owner, nor any holder of a security
interest in the property, nor any defendant in the foreclosure action, nor any agent thereof may purchase the
property at the foreclosure sale for less than the minirm.1111 price.
For any lot or parcel with not more than 4 dwelling units, a period of 140 days must elapse after the
date of the notice of levy of the interest in real property is served on the owner of the delinquent lot or parcel
before the sale of such lot or parcel can be made. No parcel in the Assessment District consists of more than
four dwelling units, consequently the 140-day period would apply to all parcels. Further, pursuant to Streets
and Highways Code Section 8832, the 140 day period may be shortened to 20 days for undeveloped property.
However, no parcels in the Assessment District are undeveloped. If the owner of the delinquent lot or parcel
fails to redeem, and if the purchaser at the sale is the Town, an action may be commenced by the delinquent
Property owner within 90 days after the date of sale to set aside such sale.
In the event court foreclosure proceedings are commenced by the Town, there may be delays in
payments to Owners of the Series B Bonds pending prosecution of the foreclosure proceedings to
completion and the receipt of the Town of any proceeds of the foreclosure sale. It is also possible that no
qualified bid will be received at the foreclosure sale. See"BONDOWNERS' RISKS."
Delinquency Resulting in Ultimate or Temporary Loss on Bonds
If a temporary deficiency occurs in the Redemption Fund with which to pay Bonds, but it does not
appear to the Treasurer that there will be an ultimate loss to the Bondowners, the Treasurer shall direct the
Trustee in writing to pay the principal of Bonds which have matured and make interest payments on the Bonds
when due,as long as there are available funds in the Redemption Fund, in the following order of priority:
(1) All matured interest payments shall be made before the principal of any Bonds is paid.
(2) Interest on Bonds of earlier maturity shall be paid before interest on Bonds of later maturity.
(3) Within a single maturity, interest on lower-numbered Bonds shall be paid before interest on
higher-numbered Bonds.
(4) The principal of Bonds shall be paid in the order in which the Bonds are presented for
payment. Any Bond which is presented but not paid shall be assigned a serial number according to the order
of presentment and shall be returned to the Bondowner.
When funds become available for the payment of any Bond which was not paid upon presentment,the
Treasurer shall cause the Trustee to notify the registered owner of such Bond by registered mail to present the
Bond for payment. If the Bond is not presented for payment within ten days after the mailing of the notice,
interest shall cease to run on the Bond.
If it appears to the Treasurer that there is a danger of an ultimate loss accruing to the Bondowners for
any reason, the Treasurer is required pursuant to the 1915 Act to withhold payment on all matured Bonds and
interest on all Bonds and report the facts to the Town Council so that the Tovvn Council may take proper action
to equitably protect all Bondowners.
Upon the receipt of such notification from the Treasurer. the Town Council shall fix a date for a
hearing upon such notice. At the hearing the Town Council mist determine whether in its judgment there will
ultimately be insufficient money in the Redemption Fund to pay the principal of the unpaid Bonds and interest
thereon. If the Town Council determines that in its judgment there will ultimately he a shortage in the
Redemption Fund to pay the principal of the unpaid Bonds and interest thereon (an "Ultimate Loss"), the
Town Council shall direct the Treasurer to instruct the Trustee, in writing. to pay to the Owners of all
Outstanding and unpaid Bonds such proportion thereof as the amount of funds on hand in the Redemption
13
Fund bears to the total amount of the unpaid principal of the Bonds and interest which has accrued or will
accrue thereon. Similar proportionate payments shall thereafter be made periodically as moneys come into the
Redemption Fund.
Upon the determination by the Town Council that an Ultimate Loss will occur, the Treasurer shall
direct the Trustee, in writing, to notify all Bondowners to surrender their Bonds to the Treasurer for
cancellation. Upon cancellation of the Bonds, each Bondowner shall be credited with the principal amount of
the Bond so canceled. The Trustee shall then pay the proportionate amount of principal and accrued interest
due on the Bonds of each Bondowner as may be available from time to time out of the money in the
Redemption Fund. Interest shall cease on principal payments made from the date of such payment, but interest
shall continue to accrue on the unpaid principal at the rate specified on the Bonds until payment thereof is
made. No premiums shall be paid on payments of principal on Bonds made in advance of their maturity date.
If a Bond is not surrendered for registration and payment, the Treasurer shall cause the Trustee to give
notice to each Bondowner by registered mail, at the Bondowner's last address as shown on the registration
books, of the amount available for payment. Interest on such amount shall cease as of ten days from the date
of mailing of such notice.
If the Town Council determines that in its judgment there will not be an Ultimate Loss, it shall direct
the Treasurer to instruct the'Trustee, in writing,to pay matured Bonds and interest as long as there is available
money in the Redemption Fund. The priority of payments will be as set forth in the fust paragraph above.
Priority of Assessment Lien
The Assessments (and any further assessment or reassessment) and any accrued interest and penalties
thereon constitute a lien against the lots and parcels of land on which they were imposed until paid. Such lien
has priority over all fixed special assessment liens which may thereafter be created against the property, and
also has priority over all private liens, including the lien of any mortgage or deed of trust whenever created.
Such lien is co-equal to and independent of the lien for general taxes. See ""THE ASSESSMENT
DISTRICT—Direct and Overlapping Indebtedness" and "BONDOWNERS' RISKS—FDIC/Federal
Government Interests in Parcels."
Teeter Plan
The Assessment District is included in the County's Teeter Plan and, as described below, so long as
the Teeter Plan remains in effect with respect to the Assessment District, the Town will be paid 100% of the
amount of Assessments levied regardless of whether the County has actually collected the levies. To the
extent that the County's Teeter Plan continues in existence and is carried out as adopted. the County's Teeter
Plan may help to protect the Owners of the Bonds from the risk of delinquencies in payment of the
Assessments.
In 1949, the California Legislature enacted an alternative method for the distribution of secured
property taxes to local agencies. This method, known as the Teeter Plan, is now set forth in Section 4701-4717
of the California Revenue and Taxation Code. Upon adoption and implementation of this method by a countN
board of supervisors, local agencies for which the county acts as"bank" and certain other public agencies and
taxing areas located in the county receive annually the full amount of their share of property taxes on the
secured roll, including delinquent property taxes which have yet to be collected. A county benefits from the
Teeter Plan by retaining penalties associated with these delinquent taxes when they are paid and the Teeter
Plan provides participating local agencies with stable cash flow and the elimination of collection risk.
To implement a Teeter Plan, the board of supervisors of the county generally must elect to do so b\
July 15 ofthe fiscal year in which it is to apply. The Board of Supervisors has adopted the Teeter Plan and has
14
elected to include in its Teeter Plan special taxes levied in certain assessment districts, including the
Assessment District, on the secured roll.
Once adopted, a county's Teeter Plan will remain in effect in perpetuity unless the board of
supervisors orders its discontinuance or unless prior to the commencement of a fiscal year a petition for
discontinuance is received and joined in by resolutions of the governing bodies of not less than two-thirds of
the participating districts in the county. An electing county may, however, opt to discontinue the Teeter Plan
with respect to any levying agency in the county if the board of supervisors, by action taken not later than
July 15 of a fiscal year, elects to discontinue the procedure with respect to such levying agency and the rate of
secured tax delinquencies in that agency in any year exceeds 3%of the total of all taxes and assessments levied
on the secured roll by that agency. See"BONDOWNERS' RISKS—Teeter Plan Termination."
Upon making a Teeter Plan election, a county must initially provide a participating local agency with
95% of the estimated amount of the then accumulated tax delinquencies (excluding penalties) for that agency.
In the case of the initial year distribution of special taxes and assessments, 100% of the assessment
delinquencies (excluding penalties) are to be apportioned to the participating local agency which levied the
assessment. After the initial distribution, each participating local agency receives annually 100% of the
secured property tax levies to which it is otherwise entitled, regardless of' whether the county has actually
collected the levies.
If any tax or assessment which was distributed to a Teeter Plan participant is subsequently changed by
correction, cancellation or refund, a pro rata adjustment for the amount of the change is made on the records of
the treasurer and auditor of the county. Such adjustment for a decrease in the tax or assessment is treated by
the County as an interest-free offset against future advances of tax levies under the Teeter Plan.
No Additional Bonds
The Town is not authorized to issue additional bonds (other than refunding bonds) secured by the
Assessments. See"THE BONDS—Refunding Bonds"above.
THE ASSESSMENT DISTRICT
Description of the Assessment District
The property in the Assessment District is zoned residential and the remaining parcels with unpaid
Assessments consists of 21 single family homes. Originally, there were 22 assessed parcels with Assessments
totaling $1,682,999.84. During the cash prepayment period, one parcel fully prepaid its Assessment. There
remains $1,601,824 of unpaid Assessments secured against the remaining parcels within the Assessment
District. The first Assessment Installments are expected to be levied in fiscal year 2019-20. The Assessment
District is located in the Town on Virginia Drive in a residential neighborhood. The aggregate assessed value
of parcels in the Assessment District with unpaid Assessments%vas$19,473,788 for fiscal year 2018-19.
Description of Improvements
The Assessment District was formed to provide financing to underground power, telephone and cable
facilities on Virginia Drive. The Improvements financed by the Assessment District will consist of the design
and undergrounding of the overhead utilities within the Assessment District. The cost of the Improvements is
estimated to be $ based on the construction bid received by the Town. See "ESTIMATED
SOURCES AND USES OF FUNDS." Any surplus monies on deposit in the Improvement Fund may be used
to redeem Bonds. See"THE SERIES B BONDS Redemption of Bonds."
The design of the Improvements is complete. On February 22, 2019, the Town received bids to
complete the construction of the Improvements. The low bid was submitted by and the
15
Town Council has awarded the construction contract to the low bidder in the amount of$ The
following table shows a summary of the total Cost Estimate based on the construction bid received and other
costs as contained in the Final Engineer's Report prepared by the Assessment Engineer, a copy of which is
attached hereto as Appendix B. The amounts in Table 2 are total project costs to be paid from the proceeds of
the Series A Bonds and the Series B Bonds.
TABLE 2'
TOWN OF TIBURON
ASSESSMENT DISTRICT NO. 2017-2 (VIRGINIA UNDERGROUNDING DISTRICT)
ESTIMATE OF COSTS AND EXPENSES
CONSTRUCTION COSTS
Joint Trench Construction $ 603.290
Construction contingency 180,988
Total Joint Trench Construction S 784,277
UTILITY COST
PG&E $ 81,713
AT&T 14,066
Comcast 13,626
Utility Contingency 27,351
Total Utility Cost S 136,756
Total Construction and Utility Costs S 921,033
INCIDENTAL EXPENSES
Design and Assessment Engineering S 205,877
Construction Management and Contingency 149,769
Inspection,Administration and Legal 55,000
Total Incidental Expenses S 410,646
FINANCING COSTS
Costs of Issuance $ 221,450
Reserve Fund 96.800
Capitalized Interest 21.174
Total Financing Costs S 339,424
TOTAL COSTS S 1,671,103
Source: Town.
Formation Proceedings
The Town Council has taken proceedings under the 1913 Act for the formation of the Assessment
District and has confirmed the Assessments. On March 21, 2018 the Town Council conducted �j duly noticed
public hearing regarding the formation of the Assessment District. As of the close of the public hearing,there
Pi eliminan..mbiec[to change,
16
was no majority protest, with the owners of 18 of the 22 assessed parcels representing 82.8% of the
Assessments voting in favor of confirming the Assessments. Property owners were then given an opportunity
to prepay their Assessments in cash or to pay them in annual installments following the issuance of the Bonds.
At the end of the cash collection period, a list of unpaid assessments was filed with the Finance Director of the
Town, acting as treasurer pursuant to Section 8620 of the 1915 Act. The Assessments and a related diagram
were recorded in the office of the Superintendent of Streets, and with the County Recorder of the County. A
notice of assessment, as prescribed in Section 31 14 of the Streets and Highways Code, was recorded with the
County Recorder of the County, whereupon the Assessments attached as a lien upon the property assessed
within the Assessment District as provided in Section 31 15 of the Streets and Highways Code.
In July 2018, the Town issued its Assessment District No. 2017-2 (Virginia Undergrounding District)
Limited Obligation Improvement Bonds 2018 Series A in the aggregate principal amount of $265,000 to
finance preliminary design and engineering costs with respect to the Improvements.
Allocation of Assessments
The Assessment District was formed under the authority of the Act and Article XIIID of the California
State Constitution, together with its implementing legislation (collectively "Proposition 218"), which require
that local agencies levy assessments according to the special benefit and prescribe the procedures for such
levy. Costs and expenses of the proposed Improvements must be apportioned against the parcels in the
Assessment District by a formula which proportionally and equitably distributes the costs in direct proportion
to the estimated special benefits these parcels receive from the Improvements. Neither the Act or
Proposition 218 specifies the method that is used to apportion the benefits.
In the Engineer's Report, the assessment engineer identified the benefits the proposed Improvements
will render to the properties within the Assessment District and determined that the property owners will
receive a unique and special benefit distinguished from general benefits to the area at large. The unique and
special benefit from the hmprovements identified in the Engineer's Report is the enhancement of neighborhood
aesthetics, safety and reliability which will provide a higher level of utility service and increase the desirability
and specifically enhance the values of the properties within the Assessment District. See APPENDIX B—
"ENGINEER'S REPORT"for a description of the method of apportionment of the Assessments. Assessments
range from a high of$106,421.18 for nine parcels to a low of$31,790.58 depending on the special benefit each
property will receive from the hmprovements as set forth in the Engineer's Report and confirmed by the Town
Council.
Maximum Annual Assessment for Administrative Costs and Expenses
The annual costs associated with administering the Assessment District will be spread to each parcel
in the Assessment District with unpaid Assessments on a pro-rata basis. Administrative costs for the
Assessment District cannot exceed a total of$50 per parcel per year, subject to an annual increase based on the
U.S. Consumer Price Index, All Urban Consumers, for the San Francisco-Oakland-San Jose, as of January l of
each year. Costs of administering the Assessment District will first be paid in fiscal year 2019-20.
Value-to-Lien Ratios
The value of the land within the Assessment District with unpaid Assessments is significant because
in the event of a delinquency in the payment of Assessment Installments, the Town may foreclose only against
delinquent parcels. The assessed value of the property within the Assessment District with unpaid
Assessments was $19,473,788 for fiscal year 2018-19. Based on fiscal year 2018-19 assessed values and the
unpaid Assessments, the 21 parcels within the Assessment District with unpaid Assessments have an
aggregated assessed value-to-assessment lien ratio of 12.16 to 1. Including the estimated overlapping tax and
assessment debt on the parcels with unpaid Assessments, the aggregated assessed value-to-lien ratio is
10.16 to 1. Table 3 below lists each of the parcels with unpaid Assessments within the Assessment District
17
and calculates the estimated value-to-assessment lien and the overall value-to-lien including overlapping tax
and assessment debt.
Each of the 21 parcels within the Assessment District with remaining unpaid Assessments is owned by
a separate owner. No single owner is expected to be responsible for more than 6.64% of the total unpaid
Assessments. Table 3 below sets forth certain information for each of the parcels with unpaid Assessments
including the percent of the Assessment lien and the estimated value-to-lien ratio.
TABLE 3
TOWN OF TIBURON
ASSESSMENT DISTRICT NO. 2017-2 (VIRGINIA UNDERGROUNDING DISTRICT)
INDIVIDUAL PARCEL VALUE-TO-LIEN ANALYSIS
Total
Overlapping
Assessor's Total Percent Value- Tar and Value-
Parcel Assessed Assessment o/ to-Lien Assessment to-Lien
Number(') Land Structure Valuet't Lien Lien Ratio() Debt Ratio()
055-091-02 $ 592,432 $ 448,489 $ 1.040,921 $ 106.421 6.64% 9.78:1 $ 123,071 8.46:1
055-091-03 800,320 400.733 1.201.053 106.421 6.64 11.29:1 125,387 9.58:1
055-091-04 1,244,712 734.493 1.979.205 106.421 6.64 18.60:1 136.642 14.48:1
055-091-05 182,077 22700 409.677 106.421 6.64 3.85:1 113,942 3.60:1
055-091-06 1,261,029 300.245 1,561.274 106.421 6.64 14.67:1 130.597 11.95:1
055-091-07 1,1187568 390.235 1.508.803 106.421 6.64 14.18:1 129,838 11.62:1
055-091-08 49,549 84.023 133,572 106.421 6.64 1.26:1 109,949 1.21:1
055-091-09 192,515 293.806 486.321 106.421 6.64 4.57:1 115,050 4.23:1
055-091-10 1,185,096 422,919 1,608.015 106,421 6.64 15.11:1 131,273 12.25:1
055-091-11 78,561 214.108 292,669 52.931 3.30 5.53:1 58,759 4.98:1
055-092-01 188,736 362,144 550;880 55.931 3.49 9.85:1 65,494 8.41:1
055-092-02 844,470 459.170 1,303.640 55.931 3.49 23.31:1 76.381 17.07:1
055-092-03 48,472 70,018 118.490 55,931 3.49 2.12:1 59,241 2.00:1
055-092-04 920,000 1,000.000 1.920.000 55.931 3.49 34.33:1 85,295 22.51:1
055-092-05 547,275 297,626 844.901 55.931 3.49 15.11:1 69.746 12.11:1
055-092-06 426,594 394.599 821,193 55.931 3.49 14.68:1 69.404 11.83:1
055-092-07 905,384 565.865 1,471.249 55.931 3.49 26.30:1 78.805 18.67:1
055-092-08 182,084 246,054 428.138 55.931 3.49 7.65:1 63.719 6.72:1
055-092-09 1,010,619 274,929 1,285.548 55.931 3.49 2298:1 76.119 16.89:1
055-092-10 46,326 91.709 138.035 55.931 3.49 247:1 59.523 2.32:1
055-092-11 266.007 104.197 370.204 31.791 1.98 11.65:1 38.741 9.56:1
Totals: $ 12,090,826 S 7,382,962 $ 19,473,788 S1,601,824 100.00% 12.16:1 S 1,916,978 10.16:1
As listed on the County of Marin secured tax roll for Fiscal Yc u-2018-19.
Assessed Value and Ownership as of.lanuary 1.2018 as provided by the County of Marin A�,sesson•.
't Represents"total Assessed Value'column divided h% -Assessment Lien"colunm.
't Represents"Total Assessed Value"column divided by`Total Overlapping Tax and Assessment Debt column.
Source: Marin County Assessor's Oflice as compiled by Harris&Associates.
18
Historical Assessed Values
Table 4 below summarizes the historical and current assessed values for parcels with unpaid
Assessments within the Assessment District over the past 5 fiscal years.
TABLE 4
TOWN OF TIBURON
ASSESSMENT DISTRICT NO.2017-2 (VIRGINIA UNDERGROUNDING DISTRICT)
HISTORIC ASSESSED VALUE
Increase/(Decrease)
Fiscal Aggregate in Property
Year Assessed Value Assessed Value
2014-15 S 15,178,200 N/A
2015-16 17,514,819 15.4%
2016-17 17,998,200 2.6
2017-18 18,497,546 2.8
2018-19 19,473,788 5.3
Sources: Marin County Assessor's Office as compiled by Harris&Associates.
Direct and Overlapping Indebtedness
The ability of an owner of land within the Assessment District to pay the Assessment Installments
could be affected by the existence of other taxes and assessments imposed upon the property. These other
taxes and assessments, some of which secure the repayment of overlapping debt, are summarized in Table 3
above and detailed in Table 5 below (the "Debt Report"). See Table 5 below for all entities levying taxes,
assessments or other charges on property in the Town. The Debt Report has been derived from data assembled
and reported to the Town by California Municipal Statistics, Inc. as of February 7, 2019. The Debt Report
includes information for all parcels within the Assessment District, including the one parcel which has prepaid
its Assessment. Neither the Town nor the Underwriter has independently verified the information in the Debt
Report and neither guarantees its completeness or accuracy.
19
TABLE 5
TOWN OF TIBURON
ASSESSMENT DISTRICT NO.2017-2 (VIRGINIA UNDERGROUNDING DISTRICT)
DIRECT AND OVERLAPPING TAX AND ASSESSMENT INDEBTEDNESS
(AS OF FEBRUARY 7,2019)
2018-19 Local Secured Assessed Valuation: $20,166,398 (Land and Improvements)
DIRECT AND OVERLAPPING TAX AND ASSESSMENT DEBT: %Applicable Debt 2/1/19
Marin Community College District 0.026% $ 75,737
Tamalpais Union High School District 0.043 44,114
Reed Union School District 0.221 56,557
Marin Healthcare District 0.031 115,251
Belvedere-Tiburon Library Community Facilities District No. 95-1 0.506 3,744
Marin Emergency Radio Authority Parcel Tax Revenue Bonds 0.018 5,904
Marin County Open Space Community Facilities District Nos. 1993-1 and 0.694 25,459
1997-1
City of Tiburon Assessment District No.2017-2 100.000 1,683,O000)
TOTAL DIRECT AND OVERLAPPING TAX AND ASSESSMENT $2,009,766
DEBT
OVERLAPPING GENERAL FUND DEBT:
Marin County General Fund Obligations 0.026% $ 21,888
Marin County Pension Obligation Bonds 0.026 21,762
Marin Community College District General Fund Obligations 0.026 2,491
Town of Tiburon General Fund Obligations 0.360 393
Tiburon Fire Protection District General Fund Obligations 0.393 252
TOTAL OVERLAPPING GENERAL FUND DEBT $46,786
COMBINED TOTAL DEBT $2,056,552(2)
Ratios to 2018-19 Assessed Valuation:
Direct Debt ($1,683,000) ...............................................8.35°/,
Total Direct and Overlapping Tax and Assessment Debt.9.97%
Combined Total Debt...................................................... 10.20%
(r) Original Assessment amount. Does not reflect prepayment of the Assessment by one property owner.
(2) Excludes tax and revenue anticipation notes, enterprise revenue, mortgage revenue and non-bonded capital
lease obligations.
BONDOWNERS' RISKS
Potential Insufficiency of Assessment Installments
In order to pay debt service on the Bonds, it is necessary that unpaid Assessment Installments on
parcels within the Assessment District are paid in a timely manner. The Reserve Fund will be used to pay debt
service on the Bonds if delinquent Assessment Installments should occur. The Assessments are a lien on the
parcels of land and the Town has covenanted to institute foreclosure proceedings under certain circumstances
against parcels with delinquent Assessment Installments.
Failure by owners of the parcels to pay Assessment Installments when due, depletion of the Reserve
Fund or the inability of the Town to sell parcels vwhich have been subject to foreclosure proceedings for
20
amounts sufficient to cover the delinquent Assessment Installments for such parcels may result in the inability
of the Town to male full or punctual payments of debt service on all Bonds, and Owners of the Series B Bonds
would therefore be adversely affected.
The 1915 Act provides that except under certain circumstances property is to be sold upon foreclosure
at a Minimum Price. "Minimum Price" as defined in the 1915 Act is the amount equal to the delinquent
installments of principal or interest of the assessment or assessment, together with all interest penalties, costs,
fees, charges and other amounts more fully detailed in the 1915 Act. The court may authorize a sale at less
than the Minimum Price if the court determines that sale at less than the Minimum Price will not result in an
ultimate loss to the Bondowners or, under certain circumstances, if owners of 75% or more of the outstanding
Bonds consent to such sale. There can be no assurance that foreclosure proceedings will occur in a timely
manner so as to avoid depletion of the Reserve Fund and a delay in payments of debt service on the Bonds.
See"SECURITY FOR THE BONDS--Covenant to Foreclose and Court Foreclosure Proceedings."
Unpaid Assessment Installments do not constitute a personal indebtedness of the owners of the parcels
within the Assessment District. There is no assurance the owners will be able to pay the Assessment
Installments or that they will pay such installments even though financially able to do so.
Risks of Real Estate Secured Investments Generally
The Bondowners will be subject to the risks generally incident to an investment secured by real estate,
including, without limitation, (i)adverse changes in local market conditions, such as changes in the market
value of real property in the vicinity of the Assessment District, the supply of or demand for competitive
properties in such area, and the market value of the parcels within the Assessment District in the event of sale
or foreclosure-, (ii)changes in real estate tax rates and other operating expenses, governmental rules and fiscal
policies; and (iii)natural disasters (including, without limitation, earthquakes and floods),which may result in
uninsured losses.
No assurance can be given that the individual homeowners will pay Assessments in the future or that
they will be able to pay such Assessments on a timely basis. See"—Bankruptcy and Foreclosure"below,for a
discussion of certain limitations on the Town's ability to pursue judicial proceedings with respect to delinquent
parcels.
Limited Obligations
The Bonds and related interest are not payable from the general fiords of the Town. Except with
respect to the Assessments, the credit and the taxing power of the Town is not pledged for the payment of
principal or interest of the Bonds, and, except as provided in the Bond Indenture, no Owner of the Bonds may
compel the exercise of any taxinL, power by the Town or force the forfeiture of any Town property. The
principal of, premium, if any, and interest on the Bonds are not a debt of the Town or a legal or equitable
pledge, char-e. lien or encumbrance upon any of the Town's property or upon any of the Towns income,
receipts or revenues. except the Assessments and other amounts pledged under the Bond Indenture.
Delinquency Resulting in Ultimate or Temporary Loss on Bonds
If a temporary deficiency occurs in the Redemption Fund with which to pay the principal of or interest
on Bonds that have then matured_ or the principal and interest on Bonds coming due du-ing the current year,
unless it appears to the Treasurer that there will be an ultimate loss to the Bondowners, the Treasurer shall
cause the Trustee to pay the principal of Bonds which have matured as presented and make interest payments
on the Bonds when due. as lon- as there are available funds in the Redemption Fund, in the order of priority
and as required by the Bond hdemure. If it appears to the Treasurer that there is a danger of an ultimate loss
accruing to the Bondowners for any reason, the Treasurer is required pursuant to the 1915 Act to withhold
payment on all matured Bonds and interest on all Bonds and report the facts to the Town so that the Town may
21
take proper action to equitably protect all Bondowners. See APPENDIX C—"SUMMARY OF BOND
INDENTURE."
Potential Early Redemption of Bonds from Prepayments or Other Sources
Property owners within the Assessment District are permitted to prepay their Assessments at any tire.
Such prepayments could also be made fi•om the proceeds of bonds issued by or on behalf of an overlapping
special assessment district or community facilities district. Such prepayments will result in an extraordinary
redemption of Bonds, including a portion of the Series B Bonds,on the Interest Payment Date for which timely
notice may be given under the Bond Indenture following the receipt of the prepayment. Prepayment amounts
will be allocated on a pro rata basis to the redemption of Series A Bonds and Series B Bonds. The resulting
extraordinary redemption of Series B Bonds that were purchased at a price greater than par could reduce the
otherwise expected yield on such Series B Bonds. See the caption "THE BONDS—Redemption—
Extraordinary Redemption."
Non-Cash Payments of Assessments
The 1915 Act may permit the owner of a parcel that is subject to an unpaid Assessment Installment to
tender any Bond secured by such Assessment in payment or partial payment of any installment of the
Assessment or interest or penalties thereon which may be due or payable. A Bond so tendered is to be
accepted at the par arount thereof and credit is to be given for any interest thereon accrued to the date of the
tender. Thus, if Bonds can be purchased at a discount, it may be to the advantage of a property owner to pay
amounts due with respect to an assessment by tendering a Bond. Such a practice would decrease the cash flow
available to the Town to make payments with respect to other Bonds then outstanding and could result in a
default in payment on the Bonds.
Limited Town Obligation Upon Delinquency
Pursuant to the 1915 Act, the Town has elected not to be obligated to advance funds fi-or the treasury
of the Town for delinquent Assessment Installments. The only obligation of the Town with respect to such
delinquencies and the consequent deficiencies in the Redemption Fund is to advance money to the Redemption
Fund fi•om the Reserve Fund. Tile Town has no obligation to replenish the Reserve Fund except to the extent
that delinquent Assessment Installments are paid or proceeds fi-om foreclosure sales are realized. There is no
assurance that the balance in the Reserve Fund will always be adequate to pay debt service on the Bonds if
there are delinquent Assessment Installments and if during the period of delinquency there are insufficient
funds in the Reserve Fund, a delay may occur in payments to the Bondowners.
Disclosures to Future Purchasers
The willingness or ability of an owner of a parcel to pay the Assessments even if the value of the
parcel is sufficient may be affected by whether or not the owner was given due notice of the Assessments
authorization at the time the owner purchased the parcel, was informed of the amount of the Assessments on
the parcel and the risk of such a levy, and, at the time of such a levy, has the ability to pay it as well as pay
other expenses and obligations. The Town has caused a notice of the Assessment lien to be recorded in the
Office of the Recorder for the County against each parcel. While title companies normally refer to such
notices in title reports, there can be no �zuarantee that such reference will be made or, if made, that a
prospective purchaser or lender will consider such Assessments obligation in the purchase of a property within
the Assessment District or lending of money thereon.
Payment of the Assessments is not a Personal Obligation of the Owners
An owner of a parcel subject to an Assessment is not personally obligated to pay such Assessment.
Rather. the Assessment is an obligation which is secured only by a lien against the parcel. If the value of a
parcel is not sufficient, taking into account other liens imposed by public agencies, to secure fully the
Assessment. the Town has no recourse against the owner.
Property Values
The value of the property within the Assessment District is a critical factor in determining the
investment quality of the Series B Bonds. If a property owner is delinquent in the payment of Assessment
Installments, the Assessment District's only rernedy is to commence foreclosure proceedings against the
delinquent parcel in an attempt to obtain funds to pay the delinquent Assessment Installments. Reductions in
property values due to a downturn in the economy, physical events such as earthquakes, fires or floods, stricter
land use regulations, delays in development or other events will adversely impact the security underlying the
Assessments. The Town can make no assurance with respect to whether taxable values of real property will
decline in the future. See"THE ASSESSMENT DISTRICT—Value-to-Lien ratios"herein.
The assessed values set forth in this Official Statement do not represent market values arrived at
through an appraisal process and generally reflect only the sales price of a parcel when acquired by its current
owner, adjusted annually by an amount determined by the County Assessor, generally not to exceed an
increase of more than 2% per Fiscal Year. No assurance can be given that a parcel could actually be sold for
its assessed value. Additionally, market values within the Assessment District could be impacted by a failure
to complete the Improvements in a timely manner.
No assurance can be given that any bid will be received for a parcel with delinquent Assessment
Installments offered for sale at foreclosure or, if a bid is received, that such bid will be sufficient to pay all
delinquent Assessment Installments. See"SECURITY FOR THE BONDS—Covenant to Foreclose and Court
Foreclosure Proceedings."
Teeter Plan Termination
The County has implemented its Teeter Plan as an alternate procedure for the distribution of certain
property tax and assessment levies on the secured roll. Pursuant to its Teeter Plan, the County has elected to
provide local agencies and taxing areas, including the Town with respect to the Assessment District, with full
tax and assessment levies instead of actual tax and assessment collections. In return, the County is entitled to
retain all delinquent tax and assessment payments,penalties and interest. Thus, the County's Teeter Plan may
protect the Owners of the Bonds from the risk of delinquencies in the payment of the Assessments. However,
the County is entitled, and under certain circumstances could be required, to terminate its Teeter Plan with
respect to all or part of the local agencies and taxing areas covered thereby. A termination of the Teeter Plan
with respect to the Assessment District would eliminate such protection from delinquent Assessments. See
"SECURITY FOR THE BONDS—Teeter Plan."
Bankruptcy and Foreclosure
The payment of Assessments and the ability of the Town to foreclose the lien of delinquent unpaid
Assessment Installments. as discussed in the section entitled "SECURITY FOR THE BONDS---Covenant to
Foreclose and Court Foreclosure Proceedings"herein,may be limited by bankruptcy, insolvency, or other laws
generaiiy affecting creditors' rights or by the law of the State of California relating to judicial foreclosure. In
addition, the prosecution of a foreclosure could be delayed due to crowded local court calendars or procedural
delays.
The various legal opinions to be delivered concurrently with the delivery of the Series B Bonds
(including Bond Counsel's approving legal opinion) will be qualified as to the enforceability of the various
legal instruments by bankruptcy, reorganization, insolvency or other similar laws affecting the rights of
creditors generally.
23
Although bankruptcy proceedings would not cause the Assessments to become extinguished,
bankruptcy of a property owner could result in a delay in prosecuting superior court foreclosure proceedings
and could result in delinquent Assessment Installments not being paid in full. Where property is encumbered
by liens securing mortgal7e loans, it is highly probable that bankruptcy of a property owner would delay
foreclosure for an extended period of time. Such a delay would increase the likelihood of a delay or default in
payment of the principal and interest on the Bonds.
FDIC/Federal Government Interests in Parcels
The ability of the Town to collect interest and penalties specified by the 1915 Act and to foreclose the
lien of delinquent Assessment Installments may be limited in certain respects with regard to parcels in which
the Federal Deposit Insurance Corporation (the "FDIC") has or obtains an interest. Specifically, in the event
that any financial institution making a loan which is secured by parcels is taken over by the FDIC and the
applicable Assessment Installment is not paid, the remedies available to the Town may be constrained. The
FDIC's policy statement regarding the pavment of state and local real property taxes (the "Policy Statement")
provides that taxes other than ad valorem taxes which are secured by a valid lien in effect before the FDIC
acquired an interest in a property will be paid unless the FDIC determines that abandonment of its interests is
appropriate. The Policy Statement provides that the FDIC generally will not pay installments of non-ad
valorem taxes which are levied after the time the FDIC acquires its fee interest, nor will the FDIC recognize
the validity of any lien to secure payment except in certain cases where the Resolution Trust Corporation had
an interest in property on or prior to December 31, 1995. Moreover, the Policy Statement provides that, with
respect to parcels on which the FDIC holds a mortgage lien, the FDIC will not permit its lien to be foreclosed
out by a taxing authority without its specific consent, nor will the FDIC pay or recognize liens for any
penalties, tines or similar claims imposed for the non-payment of taxes.
If a parcel with unpaid Assessments within the Assessment District is owned by a federal
governmental entity, or a private deed of trust secured by a parcel with unpaid Assessments within the
Assessment District is owned by a federal governmental entity, the ability to foreclose on the parcel to collect
delinquent Assessments may be limited. Federal courts have held that, based on the supremacy clause of the
United States Constitution, in the absence of Congressional intent to the contrary, a state or local agency
cannot foreclose to collect delinquent taxes or assessments if foreclosure would impair the federal government
interest. This means that, unless Congress has otherwise provided, if a federal governmental entity owns a
parcel with unpaid Assessments within the Assessment District but does not pay taxes and assessments levied
on the parcel (including Assessments), the applicable state and local governments cannot foreclose on the
parcel to collect the delinquent taxes and assessments.
Moreover. unless Congress has otherwise provided, if the federal government has a mortgage interest
in the parcel and the Town wishes to foreclose on the parcel as a result of delinquent Assessments,the property
cannot be sold at a foreclosure sale unless it can be sold for an arnount sufficient to pay delinquent taxes and
assessments on a parity with the Assessments and preserve the federal government's mortgage interest. In
Rust v. Johnson (9th Circuit; 1979) 597 1=.2d 174, the United States Court of Appeal, Ninth Circuit held that
the Federal National Mortgage Association ("FNMA") is a federal instrumentality for purposes of this
doctrine, and not a private entity, and that. as a result, an exercise of state power over a mortgage interest held
by FNMA constitutes an exercise of state power over property of the United States.
The Town has not undertaken to determine whether any federal governmental entity currently has. or
is likely to acquire. any interest (includim, a mortgage interest) in any of the parcels with unpaid Assessments
within the Assessment District, and therefore expresses no view concerning the likelihood that the risks
described above will materialize while the Series B Bonds are outstanding.
The Town's remedies may also be limited in the case of delinquent Assessment Installments "ith
respect to parcels in which other federal agencies (such as the Internal Revenue Service and the Drug
Enforcement Administration) have or obtain an interest.
24
The Town is unable to predict what effect the application of the Policy Statement would have in the
event of a delinquency with respect to a portion of the parcels in which the FDIC has or obtains an interest.
although prohibiting the lien of the FDIC to be foreclosed out at a judicial foreclosure sale would prevent or
delay the foreclosure sale.
No Acceleration Provision
The Bonds do not contain a provision allowing for the acceleration of the Bonds in the event of a
payment default or other default under the Bonds or the Bond Indenture or in the event interest on the Bonds
becomes included in gross income for federal income tax purposes. See"—Limitations on Remedies"below.
Limitation on Remedies
Remedies available to the owners of the Bonds may be limited by a variety of factors and may be
inadequate to assure the timely payment of principal of and interest on the Bonds.
Bond Counsel has limited its opinion as to the enforceability of the Series B Bonds and of the Bond
Indenture to the extent that enforceability may be limited by bankruptcy, insolvency, reorganization, fraudulent
conveyance or transfer, moratorium, or other similar laws affecting generally the enforcement of creditors'
rights, by equitable principles and by the exercise of judicial discretion. The lack of availability of certain
rernedies or the limitation of remedies may entail risks of delay, limitation or modification of the rights of the
owners of the Series B Bonds.
Natural Disasters
The Assessment District, like many California communities, may be subject to unpredictable seismic
activity, fires, flood, landslides or other natural disasters. Northern California is a seismically active area.
Seismic activity represents a potential risk for damage to buildings, roads and property within the Assessment
District. In addition, land susceptible to seismic activity may be subject to liquefaction during the occurrence
of such event. The property within the Assessment District is not located in an Alquist Priolo Earthquake
Study Zone though it is located in close proximity to the _ fault, which is approximately miles
away. The Assessment District is not located in a flood plain area.
In the event of a severe earthquake, fire, flood, landslide or other- natural disaster, there may be
significant damage to both property and infrastructure in the Assessment District. As a result, a substantial
portion of the property owners may be unable or unwilling to pay the Assessment Installments when due. In
addition. the value of land in the Assessment District could be diminished in the aftermath of such a natural
disaster_ reducing the resulting proceeds of foreclosure sales in the event of delinquencies in the payment of
the Assessment Installments.
Hazardous Substances
While government taxes, assessments and charges are a common claim against the value of a Parcel-
other less common claims may also be relevant. The value of a parcel may be reduced as a result of a claim
with reward to a hazardous substance. In general, the owners and operators of'a parcel may be required by lav
to remedy conditions relating to releases or threatened releases of hazardous substances. The federal
Comprehensive Environmental Response, Compensation and Liability Act of 1980, sometimes referred to as
'CERCLA" or the "Super Fund Act", is the most well-known and widely applicable of these laws, but
California laws with regard to hazardous substances are also stringent and similar in effect. Under many of
these laws, the owner(or operator) is obligated to remedy a hazardous substance condition of a parcel whether
or not the owner (or operator) had anything to do with creating or handling the hazardous substance. The
effect, therefore, should any of the parcels within the Assessment District be affected by a hazardous
substance, is to reduce the marketability and value by the costs of remedying the condition because the
25
prospective purchaser of such a parcel will, upon becoming the owner of such parcel, become obligated to
remedy the condition Just as the seller of such a parcel is.
Limited Secondary Market
There can be no guarantee that there will be a secondary market for the Series B Bonds or, if a
secondary market exists,that such Series B Bonds can be sold for any particular price. Although the Town has
committed to provide certain statutorily-required financial and operating information along with notice of
certain enumerated events, there can be no assurance that such information will be available to Bondowners on
a timely basis. The failure to provide the required annual financial information or enumerated event notices
does not give rise to monetary damages but merely an action for specific performance. Occasionally, because
of general market conditions, lack of current information, the absence of a credit rating for the Series B Bonds
or because of adverse history or economic prospects connected with a particular issue, secondary marketing
practices in connection with a particular issue are suspended or terminated. Additionally, prices of issues for
which a market is being made will depend upon then prevailing circumstances. Such prices could be
substantially different from the original purchase price.
Future Debt Issuance
The ability of an owner of land within the Assessment District to pay the Assessment Installments
could be affected by the existence of other taxes and assessments imposed upon parcels in the Assessment
District with unpaid Assessments. In addition, the Town and other public agencies whose boundaries overlap
those of the Assessment District could impose additional taxes or assessment liens on the property within the
Assessment District in order to finance public improvements or services to be located or provided inside of or
outside of such area. The lien created on the property within the Assessment District through the levy of such
additional taxes may be on a parity with the lien of the assessments levied by the Town. See "THE
ASSESSMENT DISTRICT—Direct and Overlapping Indebtedness."
The imposition of additional liens on a parity with the Assessment Installments may reduce the ability
or willingness of the landowners to pay the Assessment Installments and increase the possibility that
foreclosure proceeds will not be adequate to pay delinquent Assessment Installments.
The Town does not have control over the ability of other entities and districts to issue
indebtedness secured by special taxes, ad valorem taxes or assessments payable from all or a portion of
the property within the Assessment District. In addition, the landowners within the Assessment District
may, without the consent or knowledge of the Town, petition other public agencies to issue public
indebtedness secured by special taxes, ad valorem taxes or assessments. Any such special taxes, ad
valorem taxes or assessments could reduce the estimated value-to-lien ratios for property within the
Assessment District described herein.
Ballot Initiatives
From time to time constitutional initiatives or other initiative measures may be adopted by California
voters. The adoption of am such initiative might place limitations on the ability of the State, the County or
local districts to increase revenues or to increase appropriations, or on the ability of the landowners to
complete their developments.
Constitutional Provisions– Articles IIIC and IIID
An initiative measure commonly referred to as the"Right to Vote on Taxes Act"(the"Initiative")was
approved by the voters of the State of California at the November 5, 1996 pencral election. The Initiative
added Article X111C (`Article XIIIC") and Article XII1D ("Article XIIID") to the California Constitution.
According to the "Title and Summary' of the Initiative prepared by the California Attorney General, the
26
Initiative limits"the authority of local governments to impose taxes and property-related assessments, fees and
charges."
Article XIIID requires that, beginning July 1, 1997,the proceedings for the levy of any assessment by
the Town under the Act (including, if applicable, any increase in such assessment or any supplemental
assessment under the Act) must be conducted in conformity with the provisions of Section 4 of Article XIIID.
The Town completed its proceedings for the levy of assessments in the Assessment District on March 21,2018
after complying with the procedural requirements of Section 4 of Article XIIID. Under Section 10400 of the
Act, any challenge to the proceedings or the Assessment must be brought within 30 days after the date the
assessment was levied. No challenge was brought within the 30-day period.
Article XIIIC removes limitations on the initiative power in matters of local taxes, assessments, fees
and charges. Article XIIIC does not define the term "assessment", and it is unclear whether this term is
intended to include assessments levied under the Act. In the case of the unpaid Assessments which are
pledged as security for payment of the Bonds, the 19 15 Act provides a mandatory, statutory duty of the Town
and the County Auditor to post Assessment Installments on account of the unpaid Assessments to the property
tax roll of the County each year while any of the Bonds are outstanding, commencing with property tax year
2019-20, in amounts equal to the principal of and interest on the Bonds coming due in the succeeding calendar
year plus certain administrative costs. It is unlikely that the initiative power can be used to reduce or repeal the
unpaid Assessments which are pledged as security for payment of the Bonds or to otherwise interfere with
performance of the mandatory, statutory duty of the Town and the County Auditor with respect to the unpaid
Assessments which are pledged as security for payment of the Bonds.
The interpretation and application of the Initiative has been and will continue to be determined by the
courts with respect to a number of the matters discussed above, and it is not possible at this time to predict with
certainty the outcome of any future determination.
CONCLUDING INFORMATION
Continuing Disclosure
The Town will execute a Continuing Disclosure Agreement (the "Disclosure Agreement") in
connection with the delivery of the Series B Bonds for the benefit of the Underwriter, holders and beneficial
owners of the Series B Bonds to provide certain financial information and operating data relating to the Town
by the March 31 following the end of the Town's fiscal year (the "Annual Report'') and to provide notices of
the occurrence of certain enumerated events(the"Listed Events"). The Annual Reports will be filed on behalf
of the Town by NBS (the "Dissemination Agent") with the Municipal Securities Rulemaking Board (the
"Repository"). Notices of Listed Events will be filed by the Dissemination Agent with the Repository. The
specific nature of the information to be included in the Annual Report and the notices of Listed Events is set
forth in APPENDIX F—"FORM OF TOWN CONTINUING DISCLOSURE AGREEMENT." The Town will
execute the Disclosure Agreement in order to assist the Underwriter in complying with Securities and
Exchange Commission Rule 15c2-12(b)(5), as amended (the"Rule").
It should be noted that the Town is required to file certain financial statements with the Annual
Report. This requirement has been included in the Disclosure Agreement solely to satisfy the provisions of the
Rule. The inclusion of this information does not mean that the Series B Bonds are secured by any resources or
property of the Town other than the Assessments and amounts pledged under the Bond Indenture. See
"BONDOWNERS' RISKS—Limited Town Obligation Upon Delinquency." It should also be noted that the
list of Listed Events which the Town has agreed to report includes items related to credit enhancements and
ratings. These items have been included in the list solely to satisfy the requirements of the Rule. The Series B
Bonds have not been assigned a credit rating and have no credit enhancement.
27
Within the past five years, the Town has not failed to comply in all material respects with any
previous undertaking with regard to the Rule.
Legal Opinion
Certain proceedings in connection with the issuance of the Series B Bonds are subject to the approval
of Stradling Yocca Carlson& Rauth, a Professional Corporation, Newport Beach, California, Bond Counsel
("Bond Counsel"). The opinion of Bond Counsel attesting to the validity of the Series B Bonds will be
delivered with each Bond. A form of the opinion to be delivered by Bond Counsel is set forth in Appendix D
hereto.
Certain legal matters will be passed upon for the Town by the Town Attorney and by Stradling Yocca
Carlson & Rauth, a Professional Corporation, Newport Beach, California, as Disclosure Counsel. Certain
legal matters will be passed upon for the Underwriter by its counsel, Jones Hall, A Professional Law
Corporation, San Francisco,California.
Tax Matters
In the opinion of Stradling Yocca Carlson & Rauth, a Professional Corporation, Newport Beach,
California (`Bond Counsel"), under existing statutes,regulations, rulings and judicial decisions, and assuming
the accuracy of certain representations and compliance with certain covenants and requirements described
herein, interest on the Series B Bonds is excluded from gross income for federal income tax purposes and is
not an item of tax preference for purposes of calculating the federal alternative minimum tax imposed on
individuals. In the further opinion of Bond Counsel, interest on the Series B Bonds is exempt from State of
California personal income tax.
The difference between the issue price of a Series B Bond (the first price at which a substantial
amount of the Series B Bonds of the same maturity is to be sold to the public) and the stated redemption price
at maturity with respect to such Series B Bond constitutes original issue discount. Original issue discount
accrues under a constant yield method, and original issue discount will accrue to a Bond Owner before receipt
of cash attributable to such excludable income. The amount of original issue discount deemed received by the
Bond Owner ti ill increase the Bond Owner's basis in the Series B Bond. In the opinion of Bond Counsel, the
amount of original issue discount that accrues to the owner of a Series B Bond is excluded from the gross
income of such owner for federal income tax purposes, is not an item of tax preference for purposes of the
federal alternative rninimwn tax imposed on individuals, and is exempt from State of California personal
income tax.
Bond Counsel's opinion as to the exclusion from gross income of interest(and original issue discount)
on the Series 13 Bonds is based upon certain representations of fact and certifications made by the Town and
others and is subject to the condition that the Town and others making such representations comply with all
requirements of the Internal Revenue Code of 1986, as amended (the "Code'), that must be satisfied
subsequent to the issuance of the Series B Bonds to assure that interest (and original issue discount) on the
Series B Bonds will not become includable in gross income for federal income tax purposes. Failure to
comply with such requirements of the Code might cause the interest (and original issue discount) on the
Series B Bonds to be included in gross income for federal income tax purposes retroactive to the date of
issuance of the Series B Bonds. The Town will covenant to comply with all such requirements.
The amount by which a Bond Owner's original basis for determining loss on sale or exchange in the
applicable Series B Bond (generally, the purchase price) exceeds the amount payable on maturity (or on an
earlier call date) constitutes amortizable Series B Bond premium, which must be amortized under Section 171
of the Code, >uch amortizable Series B Bond premium reduces the Bond Owner's basis in the applicable
Series B Bond (and the amount of tax-exempt interest received), and is not deductible for federal income tax
purposes. The basis reduction as a result of the amortization of Series B Bond premium may result in a Bond
28
Owner realizing a taxable gain when a Series B Bond is sold by the Owner for an amount equal to or less
(under certain circumstances) than the original cost of the Series B Bond to the Owner. Purchasers of the
Series B Bonds should consult their own tax advisors as to the treatment, computation and collateral
consequences of amortizable Series B Bond premium.
The Internal Revenue Service (the "IRS") has initiated an expanded program for the auditing of tax-
exempt bond issues, including both random and targeted audits. It is possible that the Series B Bonds will be
selected for audit by the IRS. It is also possible that the market value of the Series B Bonds might be affected
as a result of such an audit of the Series B Bonds (or by an audit of other similar bonds). No assurance can be
given that in the course of an audit, as a result of an audit, or otherwise, Congress or the IRS might not change
the Code (or interpretation thereof) subsequent to the issuance of the Series B Bonds to the extent that it
adversely affects the exclusion from gross income of interest (and original issue discount) on the Series B
Bonds or their market value.
SUBSEQUENT TO THE ISSUANCE OF THE SERIES B BONDS THERE MIGHT BE FEDERAL,
STATE, OR LOCAL STATUTORY CHANGES (OR JUDICIAL OR REGULATORY CHANGES TO OR
INTERPRETATIONS OF FEDERAL, STATE, OR LOCAL LAW) THAT AFFECT THE FEDERAL,
STATE, OR LOCAL TAX TREATMENT OF THE SERIES B BONDS INCLUDING THE IMPOSITION
OF ADDITIONAL FEDERAL INCOME OR STATE TAXES BEING IMPOSED ON OWNERS OF TAX-
EXEMPT STATE OR LOCAL OBLIGATIONS, SUCH AS THE SERIES B BONDS. THESE CHANGES
COULD ADVERSELY AFFECT THE MARKET VALUE OR LIQUIDITY OF THE SERIES B BONDS.
NO ASSURANCE CAN BE GIVEN THAT SUBSEQUENT TO THE ISSUANCE OF THE SERIES B
BONDS STATUTORY CHANGES WILL NOT BE INTRODUCED OR ENACTED OR JUDICIAL OR
REGULATORY INTERPRETATIONS WILL NOT OCCUR HAVING THE EFFECTS DESCRIBED
ABOVE. BEFORE PURCHASING ANY OF THE SERIES B BONDS, ALL POTENTIAL PURCHASERS
SHOULD CONSULT THEIR TAX ADVISORS REGARDING POSSIBLE STATUTORY CHANGES OR
JUDICIAL OR REGULATORY CHANGES OR INTERPRETATIONS, AND THEIR COLLATERAL TAX
CONSEQUENCES RELATING TO THE SERIES B BONDS.
Bond Counsel's opinions may be affected by actions taken (or not taken) or events occurring (or not
occurring) after the date of issuance of the Series B Bonds. Bond Counsel has not undertaken to determine, or
to inform any person, whether any such actions or events are taken or do occur. The Bond Indenture and the
Tax Certificate relating to the Series B Bonds permit certain actions to be taken or to be omitted if a favorable
opinion of Bond Counsel is provided with respect thereto. Bond Counsel expresses no opinion as to the effect
on the exclusion from gross income of interest (and original issue discount) on the Series B Bonds for federal
income tax purposes with respect to any Series B Bond if any such action is taken or omitted based upon the
advice of counsel other than Stradling Yocca Carlson& Rauth,a Professional Corporation.
Although Bond Counsel will render an opinion that interest (and original issue discount) on the
Series B Bonds is excluded from gross income for federal income tax purposes provided that the Town
continue to comply with certain requirements of the Code,the ownership of the Series B Bonds and the accrual
or receipt of interest (and original issue discount) with respect to the Series B Bonds may otherwise affect the
tax liability of certain persons. Bond Counsel expresses no opinion regarding any such tax consequences.
Accordingly, before purchasing any of the Series B Bonds, all potential purchasers should consult their tax
advisors with respect to collateral tax consequences relating to the Series B Bonds.
Should interest on the Series B Bonds (including any original issue discount) become includable in
gross income for federal income tax purposes, the Series B Bonds are not subject to early rede..,ption and will
remain outstanding until maturity or until redeemed in accordance with the Bond Indenture.
A copy of the proposed form of opinion of Bond Counsel is attached hereto as Appendix D.
29
Litigation
There is no action, suit, or proceeding known by the Town to be pending at the present time
restraining or enjoining the delivery of the Series B Bonds or in any way contesting or affecting the validity of
the Series B Bonds or any proceedings of the"town taken with respect to the execution or delivery thereof. A
no litigation certificate executed by the Town will be required to be delivered to the Underwriter with respect
to these matters simultaneously with the delivery of the Series B Bonds.
Financial Interests
The fees being paid to the Underwriter, Bond Counsel, Disclosure Counsel and Underwriter's Counsel
are contingent upon the issuance and delivery of the Series B Bonds. From time to time, Bond Counsel
represents the Underwriter on matters unrelated to the Series B Bonds.
No Rating
The Town has not applied to and does not contemplate applying to any bond rating agency for the
assignment of a rating on the Series B Bonds.
Underwriting
The Series B Bonds are being purchased by Stifel, Nicolaus & Company, Incorporated (the
"Underwriter"). The Underwriter has agreed to purchase the Series B Bonds at a price of$
($ .00 principal amount, less net original issue discount in the amount of$ and less an
Underwriter's discount of$ ). The Bond Purchase Agreement relating to the Series B Bonds provides
that the Underwriter will purchase all of the Series B Bonds if any are purchased, the obligation to make such
purchase being subject to certain terms and conditions set forth in the Bond Purchase Agreement, the approval
of certain legal matters by counsel and certain other conditions.
The Underwriter may offer and sell Series B Bonds to certain dealers and others at prices lower than
the offering prices stated on the cover page hereof. The offering prices may be changed from time to time by
the Underwriter.
Miscellaneous
All quotations fi-om, and summaries and explanations of, the Bond Indenture, the Continuing
Disclosure Agreement and other statutes and documents contained herein do not purport to be complete, and
reference is made to said documents and statutes for full and complete statements of their provisions.
This Official Statement is submitted only in connection with the sale of the Series B Bonds by the
"I own. All estimates, assumptions, statistical information and other statements contained herein, while taken
from sources considered reliable, are not guaranteed by the Town or the Underwriter. The information
contained herein should not be construed as representing all conditions affecting the Town or the Series B
Bonds.
The execution and delivery of this Official Statement have been authorized by the Town.
TOWN OF TIBURON
By:
Town Manager
30
31
APPENDIX A
ASSESSMENT DIAGRAM
A-1
APPENDIX B
ENGINEER'S REPORT
B-1
APPENDIX C
SUMMARY OF THE BOND INDENTURE
C-1
APPENDIX D
OPINION OF BOND COUNSEL
Upon issaionce of the Bonds, Sirudling Yocco Carlson& Routh, a Professional Corporation, Bond
Counsel,proposes to render its final approving opinion in substantially the following form:
2019
Town Council --
"Town of Tiburon
Tiburon.California
Re: S _ _ Town of Tiburon Assessment District No. 2017-2 (Virginia Undergroundin,
District)Limited Obligotion Improvement Bonds, 2019 Series B
Ladies and Gentlemen:
We have examined certified copies of proceedings taken by the Town of Tiburon (the"Town") for the
issuance of bonds designated "Town of Tiburon Assessment District No. 2017-2 (Virginia Undergrounding
District) Limited Obligation Improvement Bonds, 2019 Series B" (the "Series B Bonds") pursuant to the
Municipal Improvement Act of 1913, Division 12 of the Streets and Highways Code of the State of California
(the-1913 Act")and under and by virtue of the Improvement Bond Act of 1915, Division 10 of said Code(the
"1915 Act"). The Series B Bonds are issued for the purpose of providing the means for paying for the work
and improvements described in the Town's Resolution No.2019-47 and are issued pursuant to a resolution
adopted by the Town on April 3, 2019 (the"Resolution of Issuance") and a Bond Indenture dated as of July 1,
20187 as supplemented by the First Supplemental Indenture, dated as of April 1, 2019 (together, the "Bond
Indenture"), by and between the Town and U.S. Bank National Association as Trustee. This examination
covers said proceedings down to and including the issuance of the Series B Bonds; however,we have made no
examination of the ownership or use of the property assessed. In rendering this opinion, we have relied upon
certain representations of fact and certifications made by or on behalf of the Town,the initial purchasers of the
Series B Bonds and others. We have not undertaken to verify through independent investigation the accuracy
of the representations and certifications relied upon by us.
The Series B Bonds are dated their date of delivery and mature on the dates and in the amounts set
forth in the Bond Indenture. The Series B Bonds bear interest payable semiannually on each March 2 and
September 2, commencing on September 2, 2019, at the rates per annum set forth in the Bond Indenture. The
Series B Bonds are secured under the Bond Indenture on a parity with the Series A Bonds outstandin(y
thereunder.
Based upon our examination of all of the foregoing, and in reliance thereon and on all matters of fact
as we deem relevant under the circumstances, and upon consideration of applicable laws,we are of the opinion
that:
I. The Bond Indenture has been duly authorized, executed and delivered by the ToN-vn and.
assuming due authorization,execution and delivery by the Trustee, constitutes the valid and binding obligation
of the Town enforceable in accordance with its terms.
2. The Series B Bonds have been duly authorized and issued by the Town and are valid and
binding obligations of the Town enforceable in accordance with their terms. The Series B Bonds do not
constitute a debt of the Town, the State of California or any political subdivision thereof within the meaning of'
any constitutional or statutory debt limit or restriction, and do not constitute an obligation for which the Town.
the State of California or any political subdivision thereof is obligated to levy or pledge any form of taxation or
D-1
for which the Town, the State of California or any political subdivision thereof has levied or pledged any form
of taxation.
3. Upon delivery and authentication of the Series B Bonds in accordance with the Bond
Indenture.the Series B Bonds will be entitled to the benefits of the Bond Indenture.
4. Under existing statutes,regulations, rulings and judicial decisions, interest (and original issue
discount) on the Series B Bonds is excluded fi-om gross income for federal income tax purposes and is not an
item of tax preference for purposes of calculating the federal alternative minimum tax imposed on individuals.
5. Interest (and original issue discount)on the Series B Bonds is exempt from State of California
personal income tax.
6. The difference between the issue price of a Series B Bond (the first price at which a
substantial amount of the Series B Bonds of a maturity are to be sold to the public) and the stated redemption
price at maturity with respect to such Series B Bond constitutes original issue discount. Original issue
discount accrues under a constant yield method, and original issue discount will accrue to a Bondowner before
receipt of cash attributable to such excludable income. The amount of original issue discount deemed received
by a Bondowner will increase the Bondowner's basis in the applicable Series B Bond. Original issue discount
that accrues for the Bondowner is excluded from the gross income of such owner for federal income tax
purposes, is not an item of tax preference for purposes of calculating the federal alternative minimum tax
imposed on individuals (as described in paragraph 4 above) and is exempt from State of California personal
income tax.
7. The amount by which a Bondowner's original basis for determining loss on sale or exchange
in the applicable Series B Bond (generally the purchase price) exceeds the amount payable on maturity (or on
an earlier call date) constitutes amortizable Series B Bond premium which must be amortized under Section
171 of the Internal Revenue Code of 1986, as amended; such amortizable Series B Bond premium reduces the
Bondowner's basis in the applicable Series B Bond (and the amount of tax-exempt interest received), and is
not deductible for federal income tax purposes. The basis reduction as a result of the amortization of Series B
Bond premium may result in a Bondowner realizing a taxable gain when a Series B Bond is sold by the owner
for an amount equal to or less (under certain circumstances) than the original cost of the Series B Bond to the
owner.
The opinions expressed in paragraphs (1), (2) and (3) above are limited by applicable bankruptcy,
insolvency, reorganization, moratorium, fraudulent conveyance or similar laws affecting the enforcement of
creditors rights generally, by equitable principles, by the exercise of judicial discretion in appropriate cases and
by the limitations on legal remedies against cities in the State of California. We express no opinion with
respect to any indemnification, contribution, choice of law, choice of forum or waiver provisions contained in
the Trust Agreement.
Except as expressly set forth in paragraphs (4), (5), (6), and (7) above, we express no opinion
regarding any tax consequences with respect to the Series B Bonds.
Our opinion is limited to matters governed by the laxN s of the State of California and federal law. We
assume no responsibility with respect to the applicability or the effect of the laws of any other jurisdiction.
We express no opinion herein as to the accuracy, completeness or sufficiency of the Official
Statement relating to the Series B Bonds or other offering material relating to the Series B Bonds and expressly
disclaim any duty to advise the owners of the Series B Bonds with respect to matters contained in the Official
Statement.
Respectfully submitted,
D-2
APPENDIX E
BOOK-ENTRY ONLY SYSTEM
The information in this section concerning DTC and DTC's book-entrt-onlp s}stem has been obtained
from sources that the Town believes to be reliable, but the Town takes no responsibility fbr the completeness
or accuracy thereof.' The following description of the procedures and record keeping with respect to beneficial
ownership interests in the Bonds, payment of principal, premium, if any, accreted valr.te and interest on the
Bonds to DTC Participants or Beneficial Owners, confirmation crud transfers of beneficial ownership interests
in the Bonds and other related transactions by and between DTC, the DTC Participants and the Beneficial
Owners is based solely on ii?formation provided by DTC to the Town which the Toivn believes to be reliable,
but the Town and the Underwriter do not and cannot make any independent representations concerning_ these
matters and do not take responsibility for the accuracy or completeness thereof Neither the DTC, Direct
Participants, Indirect Participants nor the Beneficial Owners should rely on the foregoing information with
respect to such matters, but should instead confirm the scone with DTC or the DTC Participants, as the case
may be.
The Depository Trust Company ("DTC"),New York,New York, will act as securities depository for
the Bonds. The Bonds will be issued as fully-registered securities registered in the name of Cede & Co.
(DTC's partnership nominee)or such other name as may be requested by an authorized representative of DTC.
One fully-registered Bond will be issued for each annual maturity of the Bonds,each in the aggregate principal
amount of such maturity, and will be deposited through the facilities of DTC.
DTC,the world's largest securities depository, is a limited-purpose trust company organized under the
New York Banking Law, a "banking organization" within the meaning of the New York Banking Law, a
member of the Federal Reserve System,a"clearing corporation"within the meaning of the New York Uniform
Commercial Code, and a "clearing agency" registered pursuant to the provisions of Section 17A of the
Securities Exchange Act of 1934. DTC holds and provides asset servicing for over 3.5 million issues of U.S.
and non-U.S. equity issues. corporate and municipal debt issues, and money market instruments (from over
100 countries)that DTC's participants("Direct Participants") deposit with DTC. DTC also facilitates the post
trade settlement among Direct Participants of sales and other securities transactions in deposited securities,
through electronic computerized book-entry transfers and pledges between Direct Participants' accounts. This
eliminates the need for physical movement of securities certificates. Direct Participants include both U.S. and
non-U.S. securities brokers and dealers, banks, trust companies, clearing corporations, and certain other
organizations. DTC is a wholly-owned subsidiary of The Depository Trust & Clearing Corporation
("DTCC"). DTCC is the holding company for DTC, National Securities Clearing Corporation and Fixed
income Clearing Corporation, all of which are registered clearing agencies. DTCC is owned by the users of its
regulated subsidiaries. Access to the DTC system is also available to others such as both U.S. and non-U.S.
securities brokers and dealers, banks,trust companies, and clearing corporations that clear through or maintain
a custodial relationship with a Direct Participant, either directly or indirectly ("Indirect Participants"). DTC
has a Standard & Poor's rating of AA+. The DTC Rules applicable to its Participants are on file with the
Securities and Exchange Commission. More information about DTC can be found at www.dtcc.com.
Purchases of Bonds under the DTC system must be made by or through Direct Participants. which will
receive a credit for the Bonds on DTC's records. The ownership interest of each actual purchaser of each
Bond ("Beneficial Owner-") is in turn to be recorded on the Direct and Indirect Participants' records.
Beneficial Owners will not receive written confirmation from DTC of their purchase. Beneficial Owners are,
however, expected to receive written confirmations providing details of the transaction, as well as periodic
statements of their holdings, from the Direct or Indirect Participant through which the Beneficial Owner
entered into the transaction. Transfers of ownership interests in the Bonds are to be accomplished by entries
made on the books of Direct and Indirect Participants acting on behalf of Beneficial Owners. Beneficial
Owners will not receive Bonds representing their ownership interests in Bonds, except in the event that use of
the book-entry system for the Bonds is discontinued.
E-1
To facilitate subsequent transfers, all Bonds deposited by Direct Participants with DTC are registered
in the name of DTC's partnership nominee, Cede & Co., or such other name as may be requested by an
authorized representative of DTC. The deposit of Bonds with DTC and their registration in the name of Cede
& Co. or such other DTC nominee do not effect any change in beneficial ownership. DTC has no knowledge
of the actual Beneficial Owners of the Bonds; DTC's records reflect only the identity of the Direct Participants
to whose accounts such Bonds are credited, which may or may not be the Beneficial Owners. The Direct and
Indirect Participants will remain responsible for keeping account of their holdings on behalf of their customers.
Conveyance of notices and other communications by DTC to Direct Participants, by Direct
Participants to hndirect Participants, and by Direct Participants and Indirect Participants to Beneficial Owners
will be governed by arrangements among them, subject to any statutory or regulatory requirements as may be
in effect fi-om time to time. Beneficial Owners of Bonds may wish to take certain steps to augment the
transmission to them of notices of significant events with respect to the Bonds, such as prepayments, tenders,
defaults, and proposed amendments to the Bond documents. For example, Beneficial Owners of Bonds may
wish to ascertain that the nominee holding the Bonds for their benefit has agreed to obtain and transmit notices
to Beneficial Owners. In the alternative, Beneficial Owners may wish to provide their names and addresses to
the registrar and request that copies of notices be provided directly to them.
Redemption notices shall be sent to DTC. If less than all of the Bonds within a maturity are beim
prepaid, DTC's practice is to determine by lot the amount of the interest of each Direct Participant in such
maturity to be redeemed.
Neither DTC nor Cede&Co. (nor any other DTC nominee)will consent or vote with respect to Bonds
unless authorized by a Direct Participant in accordance with DTC's MMI Procedures. Under its usual
procedures, DTC mails an Omnibus Proxy to the Town as soon as possible after the record date. The Omnibus
Proxy assigns Cede & Co.'s consenting or voting rights to those Direct Participants to whose accounts Bonds
are credited on the record date(identified in a listing attached to the Omnibus Proxy).
Redemption proceeds, distributions, and dividend payments on the Bonds will be made to Cede &
Co., or such other nominee as may be requested by an authorized representative of DTC. DTC's practice is to
credit Direct Participants' accounts upon DTC's receipt of funds and corresponding detail information fi-om
the Town or the Trustee, on payable date in accordance with their respective holdings shown on DTC's
records. Payments by Participants to Beneficial Owners will be governed by standing instructions and
customary practices, as is the case with securities held for the accounts of customers in bearer form or
registered in "street name," and will be the responsibility of such Participant and not of DTC, the Trustee, or
the Town, subject to any statutory or regulatory requirements as may be in effect fi-om time to time. Payment
of redemption proceeds,distributions, and dividend payments to Cede&Co. (or such other nominee as may be
requested by an authorized representative of DTC) is the responsibility of the Town or the Trustee,
disbursement of such payments to Direct Participants will be the responsibility of DTC, and disbursement of'
such payments to the Beneficial Owners will be the responsibility of Direct and Indirect Participants.
A Bond Owner shall give notice to elect to have its Bonds purchased or tendered, through its
Participant, to the Trustee, and shall effect delivery of such Bonds by causing the Direct Participant to transfer
the Participant's interest in the Bonds, on DTC's records, to the Trustee. The requirement for physical
delivery of Bonds in connection with an optional tender or a mandatory purchase will be deemed satisfied
when the ownership rights in the Bonds are transferred by Direct Participants on DTC's records and followed
by a book-entry credit of tendered Bonds to the Trustee's DTC account.
DTC may discontinue providing its services as depository with respect to the Bonds at any time by
giving reasonable notice to the Town or the Trustee. Under such circumstances, in the event that a successor
depository is not obtained,physical certificates are required to be printed and delivered.
The ]'own may decide to discontinue use of the system of book-entry only transfers through DTC (or
a successor securities depository). In that event.. Bonds will be printed and delivered to DTC.
E-2
APPENDIX F
FORM OF CONTINUING DISCLOSURE AGREEMENT
F-1
TOWN OF TIBURON
CONTINUING DISCLOSURE COMPLIANCE PROCEDURES
Section 111 of the Town's Debt Policy is amended to add the following as Section III E:
E. CONTINUNING DISCLOSURE COMPLIANCE PROCEDURES
1. Background and training
Rule 15c2-12, promulgated by the Securities and Exchange Commission pursuant to the
Securities Exchange Act of 1934, requires that an issuer of municipal bonds disclose
certain information to the municipal bond marketplace on an ongoing basis while those
bonds are outstanding,with the intent that bond investors in the secondary market will have
timely information with which to make investment decisions. The SEC has stated that it
has a mandate "to adopt rules reasonably designed to prevent fi-audulent. deceptive or
manipulative acts or practices in the market for municipal securities." The SEC has taken
the position that material non-compliance by an issuer with past continuing disclosure
obligations, unless remedied, may warrant an underwriter being prohibited from
underwriting the issuer's bonds, and thus prevent the issuer from accessing the municipal
bond marketplace.
The following procedures will help ensure compliance by the Town and its related public
entities with their continuing disclosure obligations under continuing disclosure
undertakings executed in connection with its municipal bond offerings. Certain capitalized
terms herein will have the meanings ascribed to them in the respective continuing
disclosure agreements or similar instruments.
2 Designation of Responsible Officer
The Responsible Officer will be the officer or other employee responsible for compiling
and filing Annual Reports(as defined in the continuing disclosure undertaking)and notices
regarding enumerated events ("Event Notices"), if required to be filed pursuant to the
continuing disclosure undertaking. The initial Responsible Officer shall be the Finance
Director. From time to time, the Town Manager may designate ad i fferent person to serve
as the Responsible Officer.
3. Responsible Officer to Become Familiar with Filing Requirements Under Continuing
Disclosure Undertakings
a. The Responsible Officer will take such action as may be necessary or appropriate to
become familiar with the Municipal Securities Rulemaking Board's Electronic
Municipal Market Access ("EMMA") website. The Responsible Officer should
understand how to locate on EMMA the filings made by the Town in connection
with bonds issued by the Town. If the Town is serving as its own Dissemination
Agent, the Responsible Officer will establish a user identification and password for
EMMA and become familiar with uploading documents onto EMMA.
EXHIBIT 6
b. For each separate issue of outstanding bonds issued by the Town or a related entity,
the Responsible Officer will read the related continuing disclosure undertaking and
identify the following:
i. The date by which the Annual Report must be filed;
ii. The contents needed to be included in the Annual Report;
iii. The Event Notices that must be tiled; and
iv. When Event Notices are required to be tiled.
C. The Responsible Officer should be aware of the types of events (the "Listed
Events") that would require the filing of an Event Notice. If clarification is
required regarding what is meant by a Listed Event, the Town's bond counsel or
disclosure counsel should be contacted to seek such clarification.
4. Preparation and Filing of Annual Reports and Event Notices
a. The Town will undertake to complete its audited financial statements in time to be
submitted to the TownCouncil (or other governing board) before the date that the
Annual Report must be filed.
b. The Responsible Officer will identify any information that is required to be
included in the Annual Report but is not part of the Town's audited financial
statements, and contact the sources necessary to compile such information as soon
as possible after the close of each Fiscal Year. The Responsible Officer will
consider adding any information required by its continuing disclosure agreements
or similar instrument not already included in its audited financial statements into a
supplementary information section of audited financial statements.
C. Following the compilation of the information that is to be included in the Annual
Report, the Responsible Officer will (or will cause the Dissemination Agent to)
submit the Annual Report to EMMA on or before the date on which the Annual
Report must be filed.
d. Each year, by no later than the date that the Annual Report is required to be filed on
EMMA, the Responsible Officer will review the EMMA website to confirm that
the Annual Report has been posted with respect to all applicable securities. If the
Annual Report has not been posted.the Dissemination Agent will be notified, or the
Responsible Officer will file the Annual Report, as applicable.
e. The Responsible Officer will identity, or with the assistance of consultants engaged
to monitor compliance will identify. the occurrence of a Li,ted Event and prepare,
or have prepared, the appropriate event disclosure. The Responsible Officer will
file(or will cause the dissemination agent to file) notice of a listed event on EMMA
in a timely manner, when so required by the continuing di,closure agreements or
similar instrument. The Responsible Officer will contact the Town's bond counsel
2
or disclosure counsel if there are any questions regarding whether an event
constitutes a Listed Event, and whether such occurrence will require the tiling of all
Event Notice.
5. Filings Rcgarding Financial Obligations.
a. In connection with amendments to Rule 15c2-12 adopted in 2018. the Responsible
Officer shall review the Town's existing Imancial obligations and determine which
financial obligations are included within the definition in Rule l 5c2-12. Whenever
the Town prepares to enter into a new financial obligation or modify the terms of an
existing financial obligation, or a default or other event occurs with respect to a
financial obligation that is the result of financial difficulties, the Responsible
Officer shall determine whether such event would require an Event Notice under
the continuing disclosure undertaking. If a determination is made that an Event
Notice would be required, the Responsible Officer, in consultation with legal
counsel, shall cause the Event Notice to be filed within 10 business days after the
occurrence.
b. Certain Listed Events are qualified by a materiality standard. if clarification is
required regarding materiality on any potential Listed Event, the Responsible
Officer shall contact the Town's bond counsel or disclosure counsel to seek
clarification. The Responsible Officer's determination of materiality will depend
on the facts and circumstances surrounding the event and will take into
consideration all relevant facts.
6. Retention of Records
a. For each issue of municipal bonds, the documents identified below should be
retained for a period of at least six years following the retirement (at maturity or
otherwise) of that issue of bonds.
i. The transcripts containing the documents related to the bond issue.
ii. Each Annual Report and Event Notice submitted to EMMA.
iii. To the extent that the content of an Annual Report is based on source
materials created or obtained by the Town such source materials.
Town Council Meeting
TOWN OF TIBURON April 3, 2019
1505 Tiburon Boulevard Agenda Item: AI -2
Tiburon, CA 94920
STAFF REPORT
To: Mayor and Members of the Town Council
From: Office of the Town Manager
Subject: Update on General Fund Reserves
i
Reviewed By:
x'6'1 N/A
Greg Chanis,Town Manager Benjamin Stock,Town Attorney
SUMMARY
This item is to provide an update to Council on the Town's various General Fund
Reserves.
RECOMMENDED ACTION(S)
1. Receive update from staff.
BACKGROUND
The agenda for the Council Staff Retreat held on March 15, 2019 included an item related to
General Fund Reserves, current capital projects, and the Town's Capital Improvement Plan.
However, due to the time required to discuss other important issues, that item was deferred.
Tonight, staff will provide an update specifically on General Fund Reserves. An item regarding
the Capital Improvement Program and current capital projects will be placed on a future agenda.
ANALYSIS
The town maintains numerous reserve funds for a variety of purposes. These funds are broken
down into three categories: Policy Directed, Discretionary Set Asides, or Restricted. Exhibit 1 of
this staff report is a spreadsheet detailing the various reserve funds and includes the following
information.
• Audited fund balances as of the close of Fiscal Year 2018 (June 30, 2018)
• Estimated inflows and outflows for the Fiscal Year 2019 (current year)
• Estimated fund balances for the end of Fiscal Year 2019 (June 30, 2019)
In addition to the individual fund balances. the spreadsheet also includes information for
Unallocated General Find Reserves (UGFR), which represents funds available for expenditure,
but have not been designated by Council for any specific use.
TOWN OF TIBURON PAGE 1 OF 2
During the budget process, staff typically makes recommendations regarding the use of these
unallocated funds. For example, in Fiscal Year 2019 (current year), Council approved
transferring a total of$2.9M from UGFR for a variety of uses including: contributions to both
pension and OPEB trust finds, additional contributions to several Discretionary Set Aside funds,
and for funding capital projects approved in the budget.
As Exhibit 1 indicates, at the close of Fiscal Year 2018 (June 30, 2018), the balance of UGFR
was approximately $3.55M, with an estimate for the close of the current fiscal year at $1.37M.
ENVIRONMENTAL REVIEW
Staff has preliminarily determined that adoption of this item is statutorily exempt from the
requirements of the California Environmental Quality Act(CEQA) pursuant to Section 15378 of
the CEQA Guidelines in that it does not constitute a project under CEQA, and if it were found to
constitute a project, it would be exempt pursuant to the general rule set forth in CEQA Guidelines
Section 15061 (b)(3).
RECOMMENDATION
Staff recommends that the Town Council receive the update from staff.
Exhibit(s):
1. Fund Reserves Spreadsheet
Prepared By: Greg Chanis,Town Manager
ToNN\ of-1 i iwizoN 2 oi.2
Capital Improvement Program Estimated Reserve Fund
Balances Fiscal Year 2019
Balance FY 2019
6/30/2018 Revenue/ Expense/ Balance
FTransfers In Transfers Out 6/30/2019
Policy Directed
General Fund Operating (25%) 3,000,000 10,721,723 (10,721,723) 3,000,000
Capital Equipment Replacement 458,361 122,200 (128,000) 452,561
Employee Compensated Leave 262,507 0 0 262,507'
CalPERS Liability Rserve 800,000 250,000 (1,050,000) 0
OPEB Reserve 250,000 400,000 (650,000) 0
Self-Insurance 250,004 0 0 250,004
Technology Fund 587,011 80,000 (150,920) 516;091
0`
Fund Balance 516077883 1 11,573,923 (1277007643) 4,481,163
Discretionary Set-Asides
Facility Repair/ Replacement 1,241,371 0 (404,000) 837,371
PW Corp Yard 3,111,633 500,000 (30,000) 3,581,633
Park Development 1,150,628 750,000 (1,252,325) 648,303
Streets / Drainage 1,640,748 iii 570,000 (853,707) 1,357,041
Emergency repairs 100,000 0 0 100,000
Open Space Management 25,141 0 0 25,141
Fund BalanceV 712697521 1,820,000 (275407032) 6,549,489
RestrictedFunds
Cypress Hollow District 30,370 16,776 (23,000) 24,146
Town Owned Housing Fund 393,660 127,285 (91,567) 429,378
Heritage and Arts Project Fund 4,308 1,000 0 5,308 .
Low&Moderate Income Fund 1,215,003 18,225 (23,374) 1,209,854'
Open Space Acquisition Fund 195,952 ; 2,939 0 198,891
State Gas Tax 1,60'1,272 251,614 (248,955) 1,603,931
SB 1 Funding 35,561 161,069 (53,693) 142,937
County Measure A - Transportation 269,010 118,035 (114,000) 273,045
County Measure B Funds 110,849 1,663 0 112,512 '
County Measure A-Parks 35,729 72,903 (72,368) 36,264
Street Frontage Improvements 2 0 0 2
1972 Open Space Bonds 30,233 600 0 30,833
Tiburon Circulation System 112,127 31,682 0 143,809
Tiburon Long Range Planning 306,250; 49,594 (20,000) 335,844
Bunch Grass Fund 134,527 2,018 0 136,545
Parks In-Lieu 138,083 571 0 38,654
Tiburon Planning Area Mitigation 1897969 2,850 0 192,819
Street Impact 2,930,167' 454,302 (1,192,128) 2,192,341
Drainage Impact 24,665; 15,000 (30,000) 9,665
Fund Balance 71657,737 1,328,126 (118697085) 7,116,778
Sub-Total Fund Balance 2075359141 ' 1$71477430
Unallocated GF Reserve 37557,396 719,507 (21900,000) 1 ,376,903
Y L
Total Fund Balance X42 k 3 ,' e9; 4,33
Estimated Unallocated GF Reserves - June 30, 2019= $1 ,376,903
Town Council Meeting
TOWN OF TIBURON April 3, 2019
1505 Tiburon Boulevard Agenda Item: AI - 3
Tiburon, CA 94920
STAFF PO .
To: Mayor and Members of the Town Council
From: Department of Administrative Services
Subject: Standing Committee: Environment and Sustainability
i
Reviewed By: (- 61&el
Greg Chanis,Town Manager Benjamin Stock,"Town Attorney
SUMMARY
Counciltnember Welner has requested the Council consider creating a committee of the Town COUnCil to
study environmental and sustainability practices in the Town.
RECOMMENDED ACTION(S)
1. Consider formation of a standing or ad hoe committee related to the environment and
sustainability; and if formed
2. Define the committee's mission and goals; and
3. Appoint members to serve on the committee.
BACKGROUND
Members of the Town Council are appointed to serve on a variety of Town committees, both ad
hoc and standing. to study issues or projects in "Town.
At the March 20. 2019 Town Council meeting, Councihnember Wehner requested a future agenda
item to consider formation of a Council committee to study issues related to the environment and
sustainability, and make recommendations to the Town Council on such matters.
ANALYSIS
First, as a point of reference, over the past 3 years. the Town has actively addressed a variety of
issues related to the environment and sustainability. These include:
• Conversion of cobra head strectlights to LED.
• Purchase of EV vehicles when appropriate for the Town fleet. Three of the four vehicles
at"Down 1-]all are now EV's, with the fourth being a hybrid.
• Installation of solar arrays on both Town Hall and the Ranch facility, and currently
considering a Purchase Power Agreement for the installation of a solar array at the Police
Station.
Town Or TIBURON PAGE 1 OF 3
• Increase our level of enforcement related to illicit discharges into our stormwater system.
• hnstallation of hand dryers in restrooms at Town Hall to reduce paper solid waste.
• Conversion of all Town electric utility accounts to 100% Deep Green.
• Replacement of older irrigation controllers with 'smart" controllers in large irrigated
areas.
• Purchase of a wood chipper-and constructed storage bins to reduce the amount of green
waste being disposed of at landfills.
• Require residents to install solar arrays on all new homes constructed.
• Town has adopted Tier I Green Building Standards for all new homes and commercial
buildings.
Many of our neighboring communities have worked on similar issues. In addition, several have
appointed commissions or committees that work on various projects/issues related to the
environment and sustainability, such as: Electric vehicles and EV Charging Stations, Single-use
food service ware bans, Climate Action Plans, and development and implementation of"green"
policies within the Town (such as green buildings, use of solar on Town-owned buildings, waste
reduction, etc.).
If the Council were to create a committee on this subject, it will need to determine whether the
proposed committee is a standing committee, or an ad-hoc committee. As a reminder, to be
considered ad-hoc, a committee must be formed for a defined purpose with a limited time frame,
otherwise, it would be a standing committee, subject to the Brown Act.
FINANCIAL IMPACT
Staff anticipates no direct fiscal impact to the Town by creation of this committee.
ENVIRONMENTAL REVIEW
Staff has preliminarily determined that adoption of this item is statutorily exempt from the
requirements of the California Environmental Quality Act (CEQA) pursuant to Section 15378 of
the CEQA Guidelines in that it does not constitute a project under CEQA.
RECOMMENDATION
Staff recommends that the Town Council
I. Consider-formation of a standing or ad hoc committee related to the environment and
sustainability; and if formed
2. Define the committee's mission and goals; and
3. Appoint members to serve on the committee.
Prepared By: Lea Stefani,Town Clerk
Tm\N or Tlt;t;ttoti PnGI 2 0l�3
Town Council Meeting
TOWN OF TIBURON April 3, 2019
1505 Tiburon Boulevard Agenda Item: Al - 4
Tiburon, CA 94920
STAFF O .
To: Mayor and Members of the Town Council
From: Office of the Town Manager
Subject: Possible Single-Use Food Service Wares Ordinance
Reviewed By:
l<: N/A
G-ea Chanis,Town Manager Benjamin Stock,Town Attorney
SUMMARY
Council will discuss the possibility of enacting an ordinance related to restricting the use of certain
single use foodservice ware items in Tiburon.
RECOMMENDED ACTION(S)
1. Discuss the item and provide direction to staff regarding future action on this item:, if any.
BACKGROUND
At the March 20, 2019 Council meeting, COUncilnelnber Thier expressed interest in Council
having a discussion regarding a potential ordinance related to restricting the use of certain single
use foodservice ware items in Tiburon. Councilmember Thier also referenced a recently adopted
ordinance from San Ansel-no as an example. Attached as Exhibit I is a copy of the San
Anselmo ordinance. Also, attached as Exhibit 2 is an information sheet on a similar ordinance
from the City of South Pasadena.
ANALYSIS
No further analysis provided.
FINANCIAL IMPACT
Staff anticipates no direct fiscal impact to the Town by discussion of this item.
ENVIRONMENTAL REVIEW
Staff has preliminarily determined that this item is statutorily exempt from the requirements of
the California Environmental Quality Act (CEQA) pursuant to Section 15378 of the CEQA
Guidelines in that it does not constitute a project under CEQA.
RECOMMENDATION
Staff recommends that the Town Council:
TOWN OF TIBURON PAGE I OF 2
1. Discuss the item and provide direction to staff regarding future action on this item; if
any.
Exhibit(s):
I. Town of San Ansehno Ordinance
2. City of South Pasadena Information Sheet
Prepared By: Greg Chanis,Town Manager
ToNN N* oI.">['[l3urzoN, P. (,,v 2 or 2
ORDINANCE NO.
AN ORDINANCE OF THE TOWN COUNCIL OF THE TOWN OF SAN ANSELMO ADDING
NEW CHAPTER TO TITLE 6 BUSINESSES, PROFESSIONS, AND TRADES REGULATING
SINGLE USE FOOD SERVICE WARE
WHEREAS, the Town Sustainability Commission held a meeting on May 29, 2018, and
unanimously recommended that the Town Council adopt an ordinance to regulate single use food
service ware: and
WHEREAS, the Town Council seeks to protect the health and safety of its citizens, the natural
environment and the Town economy;
WHEREAS, the Town Council finds the provisions of this ordinance consistent with the goals and
policies of the Town's General Plan and Climate Action Plan.
NOW, THEREFORE, THE TOWN COUNCIL OF THE TOWN OF SAN ANSELMO DOES
ORDAIN AS FOLLOWS:
SECTION 1. This Ordinance was assessed in accordance with the authority and criteria contained
in the California Environmental Quality Act (CEQA), the State CEQA Guidelines, and the
environmental regulations of the Town. The Town Council hereby finds that under Section
15061(b)(3) of the State CEQA Guidelines, this Ordinance is exempt from the requirements of
CEQA because it can be seen with certainty that the provisions contained herein would not have
the potential for causing a significant effect on the environment. It also finds the Ordinance is
exempt from the requirements of CEQA pursuant to CEQA Guidelines Sections 15307 and 15308
as an action by a regulatory agency taken to protect the environment and natural resources.
SECTION 2. Title 6 Businesses, professions, and Trades is amended to add a new Chapter 7 as
follows:
6-7.01 Findings and Intent
The Town Council of San Anselmo hereby finds:
(a) The "Town of San Anselmo has a desire and duty to protect its natural environment and the
health of its citizens and economy. Our throw-away culture is leading to a proliferation of
plastics in our food, air, and drinking water. According to the 2017 Clean Water Fund
review, 67% of trash entering San Francisco Bay is food and beverage packaging.
(b) The Town of San Anselmo is committed to reducing waste and carbon emissions
contributing to our Zero Waste goals . Food service ware items made from plastics are
lightweight and can be picked up by the wind creating waste that easily travels from land to
inland waterways. It breaks down into small pieces in the ocean. Mistaken for food by
birds and other marine wildlife, when ingested, it can impact their digestive tracts, often
-I- EXHIBIT 1
leading to death. Furthermore, marine plastic has been detected in seafood sold for human
consumption.
(c) Eliminating the use of polystyrene (EPS) and polypropylene products and other non-
compostable food service ware including plastic utensils and plastic straws maximizes the
operating life of landfills and will help to lessen the economic and environmental costs of
managing waste. Businesses may benefit by this cost savings while also boosting customer
satisfaction. This will also help protect our town's environment from contamination and
degradation making it a cleaner, healthier town to all citizens and visitors.
(e) Single-use food service ware may threaten public health because many types contain many
additives that are known or suspected carcinogens or endocrine disruptors, such as
phthalates, perchlorate, and fluorinated chemicals. These additives are known to leach from
food service ware into the food and beverages they contain.
(d) Fluorinated chemicals, also known as per- and polyfluorinated alkyl substances ("PFAS"),
are synthetic chemicals commonly used in and on single-use service ware products to repel
water and grease. A 2018 Center for Environmental Health study found that 57% of tested
food service ware contained significant levels of fluorinated chemicals. Fluorinated
chemicals are extremely persistent in the environment, leach into food, and can be taken up
from soil into food. In 2016, the FDA rescinded its approval for use of three such
fluorinated chemicals from food contact materials due to associated heightened risks of
cancer, toxicity, and other health effects. Other PFAS chemicals have similar chemical
structures, and may pose similar risks.
6-7.02—Definitions
As used in this chapter, the following terms are defined in this section:
Compostable means all materials in the product or package will break down into or otherwise
become part of, usable compost (e.g., soil-conditioning material, mulch) in a safe and timely
manner at the Municipal compost facility. Compostable or bio-degradeable items must be
recognized by the US Department of Agriculture as feedstock for compost used in organic farming.
Compost Receptacle means receptacle to dispose all compostables that meet WM rartheareO
(Redwood Facility) guidelines.
t✓1lstnn?er means anv nerson obtain.na nrenarPri food from a food Nienrint-.
Disposable food service vnare means all containers, bowls, plates, trays, cartons, cups, lids, straws,
forks, spoons, knives and other items that are designed for one time use and on, or in, which any
food vendor directly places or packages prepared food or which are used to consume foods. This
-2-
includes, but is not limited to, food service ware for takeout foods and/or leftovers from partially
consumed meals prepared by food vendors.
FDA Compliant means meeting US Food and Drug Administration rules for safety.
Fluorinated Chemical means a class of fluorinated organic compounds containing at least one fully
fluorinated carbon atom, also known as perfluoroalkyl and polyfluoroalkyl substances, or PFAS
chemicals
Food vendor means any restaurant, bar, retail food vendor, or food truck, school meal providers
located or operating within the Town of San Anselmo.
FSC means Forest Stewardship Council.
Garbage Receptacle means receptacle to dispose all garbage meeting Marin Sanitary guidelines.
Municipal compost.facility means WM EarthcareTM Compost Facility at Redwood Landfill, or the
facility used by the Town's current waste hauler for composting organic material.
PET means Polyethylene Terephthalate, 100%recyclable clear plastic used for water& soda
bottles.
Polypropylene meads a plastic made from monomers and produced from a process called
polymerization. Monomers, single sequence molecules, such as ethylene and propylene are
produced from natural gas and oil. Plastic utensils are typically made from Polypropylene or
Polystyrene.
Polystyrene & Polystyrene Foam means and includes blown polystyrene and expanded and
extruded foams (EPS) which are thermoplastic petrochemical materials utilizing a styrene
monomer and processed by any number of techniques including, but not limited to, fusion of
polymer spheres (expandable bead polystyrene), injection molding, foam molding, and
extrusion-blown molding (extruded foam polystyrene). Polystyrene foam is generally used to make
items such as cups, bowls, plates, trays, clamshell containers, meat trays, egg cartons and ice
chests. Polystyrene is also used to make plastic utensils.
Prepared food means food or beverages that are served, packaged, cooked, chopped, sliced, mixed,
brewed, frozen, squeezed or otherwise prepared for consumption and includes takeout food. For the
purpose of this section, prepared food does not include raw, butchered meats, fish and/or poultry
sold from a butcher case or similar retail appliance.
Planning Director means the Planning Director of the Town of San Anselmo or the Planning
Director's designee.
Restaurant, for the purposes of this section, means any establishment located within the Town of
San Anselmo that sells prepared foods for consumption on, near, or off its premises by a customer
including itinerant restaurants, pushcarts, farmers market and vehicular food vendors.
-3-
Retail food vendor means any store, shop, sales, outlet, food truck, or other establishment,
including a grocery store or a delicatessen, other than a restaurant, located within the Town of San
Anselmo that sells prepared food.
Reusables mean food service ware items that can be reused including tableware, drink vessels, to
go containers, straws.
Schools means all public and private schools in San Anselmo that serve food and use disposable
service ware, including all preschools, grade schools, high schools, colleges and graduate schools.
Single-use straw means a tube for transferring a beverage from its container to the mouth of the
drinker that is intended for single use.
Town facilities means any building, structure or vehicle owned or operated by the Town of San
Anselmo.
Town Manager means the Town Manager for the Town of San Anselmo or the Town Manager's
designee.
Wood means wooden utensils made from FSC-certified birch wood or other wood approved by WM
EarthcareTM Compost Facility.
Unlined paper means BPI-Certified food service ware that has no added lining and is approved by
WMEarthcareTM Compost Facility.
6-7.03 —Food Service Ware Prohibited.
(a) All food vendors and all schools are prohibited from providing prepared food to customers
in disposable food service ware that uses any forms or parts of polypropylene or
polystyrene materials or materials that contain Fluorinated Chemicals.
(b) All persons in charge of Town facilities are prohibited fi-om using or purchasing disposable
food service ware that uses any forms or parts of polypropylene or polystyrene materials or
materials that contain Fluorinated Chemicals for use at Town facilities.
6-7.04—Plastic-Free & Compostable Plastic Free - Straws, stirrers, toothpicks, beverage plugs, and
cocktail sticks must be plastic free. All single use straws must be made of compostable paper.
Strict compliance is not required in instances where it would interfere with accommodating for any
person's medical needs.
6-7.05 - Customer Request for Accessories - Single-use food service ware accessory items must be
provided only upon customer request or by self-serve including: straws, sleeves, lids, stirrers,
beverage plugs, utensils, condiment packets and napkins.
-4-
6-7.06—Compostable Food Service Ware Required
(a) All food vendors, all schools and the Town are strongly encouraged to provide reusable
food service ware in place of disposable food service ware.
(b) All food vendors and all schools shall use Compostable food service ware that is accepted
by Municipal Compost facility, to be disposed in Compost Cart. See Exemptions 6-7.0613
for undue hardships.
(c) All persons in charge of Town facilities will use Compostable food service ware that is
accepted by Municipal Compost Facility, to be disposed in Compost Cart. Agents,
contractors, and vendors doing business with the Town that involves food service shall use
the same Compostable food service ware in Town facilities or on Town projects. See
Exemptions 6-7.06B for undue hardships.
(d) If a service ware item is not available in a material that can be composed by the Municipal
compost facility (Compostable item), an alternative item made of compostable material that
is not accepted by the Municipal compost facility may be used, to be disposed in Garbage
Cart.
(e) In instances where food vendors use Compostable food service ware that is higher priced
than their current service ware, a food vendor may charge a "take-out fee" to customers to
cover the cost difference.
6-7.07 —Polystyrene Foam Coolers Prohibited
The sale of polystyrene (EPS) foam coolers, ice chests and food service ware is prohibited within
the Town of San Anselmo on or after June 1, 2019.
6-7.08 Exemptions
The following exemptions shall apply to this chapter:
(a) Organizations packaging prepared foods outside the Town of San Ansclmo are exempt from
the provisions of this chapter; provided, however, such persons are encouraged to follow
the provisions of this chapter.
(b) Food vendors shall be exempt from the provisions of this chapter for no more than one year
if the Town Manager or his or her designee finds that an undue hardship exists. The phrase
"undue hardship" shall be construed to include, but not be limited to, situations where a
food vendor can demonstrate to the satisfaction of the Town Manager or his or her designee
that there is significant difficulty or expense incurred by meeting the requirements of this
chapter which difficulty or expenses directly impacts the food vendor's ability to conduct
business or deprive the food vendor of a legally protected right. "Significant difficulty" will
be established based on, but not limited to, the food vendor's documenting the list of
suppliers contacted and explaining how the food vendor has determined that no acceptable
disposable food service ware is available at a commercially reasonable price, and reasons
-5-
which are particularly burdensome to the food vendor and it type of operation(s) or the food
served. "Significant expense" will be based on, but not limited to, demonstrating that the
disposable food service ware is not available at a commercially reasonable price and the
additional cost associated with providing the disposable food service ware is particularly
burdensome to the food vendor based on the type of operation(s) affected, the overall size
of the business, the number, type and location of its facilities and the impact on the overall
financial resources of the food vendor. In determining whether a significant expense has
been established, the Town Manager or his or her designee shall consider the ability of the
food vendor to recover the additional expense by increasing its prices, the availability of tax
credits and deductions, and/or outside funding.
(c) Disposable food service ware composed entirely of aluminum is exempt from the
provisions of this chapter.
(d) Coolers and ice chests that do not have exposed polystyrene and that are designed for reuse
are exempt from the provisions of this chapter.
(e) Emergency Supply and Services Procurement. The Town Manager or his or her designee
may, exempt food vendors, persons operating Town facilities and agents, contractors, and
vendors doing business with the Town, from the provisions of this section for the immediate
preservation of the public peace or health or safety due to a declared emergency or natural
disaster.
6-7.09 —Enforcement, violation and penalties
(a) The Town Planning Director or his/her designee has primary responsibility for enforcement
of this chapter.
(b) If the Planning Director or his/her designee determines that a violation of this chapter has
occurred; he/she will issue a written warning notice to the food provider or vendor
specifying that a violation of this chapter has occurred and which further notifies the food
provider or vendor of the appropriate penalties to be assessed in the event of future
violations. The food provider or vendor will have 30 days to comply.
(c) Any food provider or vendor that violates or fails to comply with any of the requirements
of this chapter after a written warning notice has been issued for that violation shall be
guilty of an infraction.
(d) Any violation of the provisions of this ordinance is hereby declared a public nuisance and
shall be subject to abatement in the manner set forth in Title 1 Chapter 2.
(e) The remedies provided 111 this section shall be coin ulatlVe and not exclusive.
(1) The town attorney may seek legal, injunctive, or other equitable relief to enforce this
chapter.
-6-
(g) Six months after the effective date of the ordinance, violations of this ordinance shall be
punishable as follows:
(1) A fine not exceeding one hundred dollars ($100.) for the first violation 30 days after
the first warning. The director of Planning or the Director's designee may allow the
violating provider in lieu of payment of the fine, to submit receipts demonstrating
the purchase after the citation date, of at least $100. worth of biodegradable,
compostable, or recyclable products appropriate as an alternative disposable food
service ware for the items which led to the violation.
(2) A fine not exceeding two hundred dollars ($200.) for the second violation 60 days
after the first warning.
(3) A fine not exceeding five hundred dollars ($500.) for the third violation 90 days
after the first warning and for each additional 30-day period during which the food
provider or vendor is not in compliance.
(4) Food providers or vendors who violate this Chapter in connection with events
authorized by the Town shall be assessed fines as follows:
(a) A fine not to exceed $200 for an event of 1 to 200 Persons.
(b) A fine not to exceed $400 for an event of 201 to 400 Persons.
(c) A fine not to exceed $600 for an event of 401 to 600 Persons.
(d) A fine not to exceed $1000 for an event of 600 or more Persons.
Any food provider or vendor who receives a written warning notice or fine may request an
administrative review of the accuracy of the determination or the propriety of any fine issued, by
filing a written notice of appeal with the Town Manager no later than thirty (30) days after receipt
of a written warning notice or fine, as applicable. The notice of appeal must include all facts
supporting the appeal and any statements and evidence, including copies of all written
documentation and a list of any witnesses that the appellant wishes to be considered in connection
with the appeal. The appeal will be heard by the Town Manager. The Town Manager will conduct a
hearing concerning the appeal within forty-five (45) days fi-om the date that the notice of appeal is
filed, or on a later date if agreed upon by the appellant. The Town Manager and will give the
appellant ten (10) days prior written notice of the date of the hearing. The Town Manager may
sustain, rescind, or modify the written warning notice or fine, as applicable, by written decision.
The Town Manager will have the power to waive any portion of the fine in a manner consistent
with the decision. The decision of the Town Manager is final and effective on the date of service of
the written decision, is not subject to further administrative review, and constitutes the final
administrative decision.
SECTION 3. Severability. The Town Council hereby declares every section, paragraph, sentence,
cause and phrase is severable. If any section, paragraph, sentence, clause oi- phrase of this
ordinance is for any reason found to be invalid or unconstitutional, such invalidity, or
-7-
unconstitutionality shall not affect the validity or constitutionality of the remaining sections,
paragraphs, sentences, clauses or phrases.
SECTION 4. Inclusion in the San Ansehno Municipal Code It is the intention of the San Anselmo
Town Council that the text in Section 2 be made a part of the San Anselmo Municipal Code and
that the text may be renumbered or relettered and the word "Ordinance" may be changed to
"Section", "Chapter", or such other appropriate word or phrase to accomplish this intention.
SECTION 5. Effective date - June 1, 2019. This Ordinance shall go into effect on June 1, 2019 and
shall be posted or published as required by State law.
THE FOREGOING ORDINANCE was introduced at a regular meeting of the San Anselmo
Town Council on , 2018, and was adopted at a regular meeting of the San Anselmo
Town Council on by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
-8-
RIF r _ DOW
�
9 < '
10
/
EXPANDED POLYSTYRENE e
DISPOSABLE FOOD SERVICE
Q11
WARE BAN FAQ SHEET
g� ;
Background
On November 16, 2016 the South Pasadena City Council unanimously voted to ban the use of expanded
polystyrene disposable food service ware within South Pasadena (SPMC 16.40).
What is Expanded Polystyrene?
Expanded polystyrene (EPS), also known by its trademark name, Styrofoam, is a foamed plastic material
commonly used for single-use disposable food service ware such as cups, plates, trays, bowls, and hinged or
lidded containers. EPS is identified by the recycling symbol #6. While EPS is technically recyclable there is, to
date, no meaningful recycling of EPS due to high food contamination rates and a very weak market to clean,
handle, and process the material.
Why Did The CitV Ban Expanded Polystyrene?
Expanded polystyrene is a non-biodegradable material that tends to break up into very small pieces that are
dispersed widely due to their lightweight nature. This plastic waste causes significant environmental damage
to the beach and wildlife. Polystyrene is made from crude oil and when improperly disposed of, persists in the
environment for hundreds of years. The City banned single-use EPS food service ware in response to
community requests and concern over long term environmental impacts.
When Does The Ordinance Take Effect?
Until October 2017, the City will engage in an educational campaign to allow contractors, business owners,
etc. to transition away from EPS to reusable, recyclable, or compostable alternatives. From October 1 through
December 31, 2017, the City will only issue warnings for violations of the Ordinance. On January 1, 2018, Code
Enforcement will begin issuing tickets for violations of the Ordinance.
Who Must Comply With The New Ordinance?
Food providers or nonprofit food providers shall not provide prepared food to their customers in disposable
food service ware made of EPS; nor shall they purchase, obtain, keep, distribute, sell for home or personal use,
or give, serve, or otherwise provide to customers any disposable food service ware made of EPS. Food
provider includes but is not limited to (1) a grocery store, supermarket, restaurant, drive-through, cafe, coffee
EXHIBIT 2
shop, snack shop, public food market, farmers' market, convenience store, or similar fixed place where
prepared food is available for sale on the premises or for take-away consumption, and (2) any mobile store,
food vendor, caterer, food truck, vending machine or similar mobile outlet. Food provider also includes any
organization, group or individual that regularly provides prepared food to its members or to the general public
as a part of its activities or services. The ordinance also covers food containers purchased by city staff, city-
sponsored events, city co-sponsored events, city-managed concessions and city-permitted events.
What Types of Containers Are Banned?
This ban applies to single-use disposable containers intended for serving or transporting prepared, ready-to-
eat food or beverages. Examples include cups, plates, trays, bowls, and hinged or lidded containers. It does
not apply to food items that are packaged outside of the City or that are used for raw, butchered, ground,
chopped, or sliced meats, fish, and/or poultry sold from a butcher case or similar retail appliance for
subsequent preparation.
What Types of Containers Are Acceptable to Use?
Any material other than expanded or foam polystyrene is acceptable. Examples would include; oriented, rigid,
or clear polystyrene, coated paper, uncoated paper, compostable plant fiber, bio-plastics, aluminum,
recyclable plastics, or compostable material.
Are There Exemptions?
This ban does not apply to food items which are packaged outside the boundaries of the city, provided that
such food is not altered, packaged or repackaged within the city limits; food brought by individuals for
personal consumption to city facilities, including but not limited to city parks, and centers, provided that the
city facility is being used for individual recreation or similar purposes and such facility use is not part of a larger
organized event that is otherwise governed by SPMC Section 16.42 (B-E); or EPS coolers and ice chests that are
intended for reuse are exempt from the provisions of this Chapter.
Nor does it apply to food packaging required to be purchased under a contract entered into one year prior to
the effective date of this ordinance, and shall apply for up to one (1) year thereafter.
What Are The Penalties For Non-compliance?
Upon violation, a written warning notice will be issued. The first violation after the warning will be a $100 fine
followed by a $200 fine for a second violation, and a $500 fine for every subsequent violation thereafter.
Useful Websites
www.calrecvcle.ca.gov/venues/
www.caIrecycle.ca.gov/venues/Mandates/defauIt.htm
r
y3 ;
F� i
Tiburon Town Council
April 3, 2019
AI-4: Single-Use Food Service Wares
Ordinance
Late Mail
Requests for Copies:
Lea Stefani, Istefani@townoftiburon.org
wan
At Owns,
has 211
r
b
r £/✓/// ,�iii� s c'/ rf� � � � � � r r �. �v
:; / //� //.// %"✓ �� / � tis�/ r��1R� � r /
{
/ / 2
�i��'c`�v��_ ��'�\ n ,�t \s /r� vv Y � z2� ;.r ry� � i �� :moi y� i:r /�s✓}r y�' a�r�
��v�VAA�AV A��5�-. vtga v -v x a'v zr ✓ v, t s/� I/� �` ter, �'`�2)�Y
�",7� �'\3 v2�*�•ry Aga V �\-� "� � �¢r/�f c��� Aa
://
/
r / 1
> a
\ \
e f 3
P £
S
q �
a=
w
a
hxb raY t�
CL b._ �Y.°AR.§ �v,aG plastics C C '@�6' i� +'peat' . an d re 8 S ..Pr
,n i ..w 3' r.a.e. �.a. ,d�Am �w& ,,...1� '. '¢ our u +m,
Frau WAT E z FUND
3
� � t
f
,
rE �
a»
I
i.
-
J
4
F
these
_
M' £ 5
a�. causes ea-
cases
Xl
\ Toxicchemical) & can L bI- s bsc, wfw.
ffiY
�W �-
Your conve�nki FS 713
/i
extinction
/
/
,�,
m � C
k�
y
/
jj
dwid
,.
f NEU
t '
kO4�P yy
9H
F
v-, AThD
r
y ,
�Arjditives to resist grease &water in disposable packaging)
a i
Chems leach into food & water causing toxicity in both humans and animals.
x�eH cancer w ufl�p '���.� e $� ���� ��.> a��< e
i ,
x
.-r s '"j mages
,'"a"" z'� ' t .. r r,
°�:
u
�-
"
y 3
my
'Eitio�e WAS;
010fara can
TWAAMT
g )r3
_ tot
AM
\\
OWN\
Y.W Z l
�z"N+'T -
W, NYt
d
1
{ v
S
"�\ \ k*� 4 f� �, i 11•"ii�' iV �� .,r t 4a!�� c`y �s e �'� 5� �
1
\ , X ?
A Ann
LOSS W
�i/ h
r N; men- 0
�1
.
m assail
owl
Rog
a
\ 1
�CC \
�. ,.
17 vemy-
i
r
� r}
4
� c
\
F
U
A
o-%,vns hicave already adopted procyi-essive Ordinances that are:
itics I
GM
C I
0
Reducing Litter Reduicing Cal
lellping to meeting Supporting
LF.: Go S HealthierTowns
& Planet
31—
r `
e r
g a is
.,
ler�a
i
c=a
... ., ^. c: _ _.,'"M ., w.a '. '... ..7 .,._, ,.x.,. '.�,.✓, ..u'w ,e.�= 'F �arw"i � `+.T.».' � \ \�'.`�\ '.// �• xY �\� �-� ��
i
�\ a b'M•�c2C.
N, . � �
T
IL., ]LIF
, "ta JLC,.
" E EEE
n,,.,..aca. MRIZI
The conversion to Reusables can
\`\ ✓��
significantly reduce landfill and
\ aim s
�y
watershed ws ati nE
FUND
......,.. ':r .. syr' \ ,''..M .rig „ �,2 k, ✓.., ,r .' \ > .....,.
... ,�, ...,.sPi, .a\.. i ,�.' \., \ .,,,�. ,.i,., .�,. a ,,•,,., .\�,\ ., `P',r.,, t .. '.. 1,,,,,a 'xTE." , \., a � E "J } �
9 f•4 \ .\:\� ! }..1^ x ro6h %«`. �r, f, �� { �! \ r,,?;>.<>,.,.;ys, `,\ r{r l t< a f r �
:: r„ �; 1 ,.. L :\.>.'w`w ii A d': tv•.' ...w�fi.,mz, �x r? \+a„ .!.. �"="'s G\. �.r '.lv- >� �": i
`C Z r„f. � :?h..,F'J,ri,„?h a3>.. \, Z a%>,' �\�`• •IJ/,///, f f 3�.t
�`� Z\ �' „I ..... �c�.N.o '�� l .y.., \,\ ..t. .•./r ;;Y,,.,F /;'.i ,%%T sas„",z ,i .,✓: , ..:G`• ,T -z,.--
\\\ \ ,lz>• �". "a i::-�•n�. ./>ay. .� °F �. >. i\��.\��'� \., t? �'s�'� ./ � £ n rr C \
ti ..\� ,. ,� .,.H,,.. ,.,�.,.,,\.a:rx , .,f � ,��\ �r . ._,.,�.�.\., ..�.. �,'•• ,ir�.N / ,r ,.�..+ r „,. ".k,. d
,,:t..: \ \ �- yc ✓,lr� ,;sS��virrxa .,,,,, 5 '�\i\' �\'v d�- <F-,\. �\�� 'w'��/,�' �%' ./`'f ,r, �- 3” .� six f�a :x
.\\ \\ �-.. ✓ ,r.,/r»z t ”a\:-.:�\ -. '%F.�,;». E\ �`� \a\�.\.. / ,/<•sz�J it� x� ,d..�f "/r„ �j '\
W P E•L :�T,, >>\\� S -..."c„ .�\\'?a, "L�� ,///� ..C r,<„s,.�P s P G
��t; 5 i.,r rfa,. <-z^. \ \.\�\rr �, �✓3 �,,„ �,� {:rry;.r.r;,.r,. .:�_ ` \ �c
`.,\\\. tr„ r,�•-a,.,.. ,Ga � �\ .I �,\\ / E;r i ,r c. -3. fr Ic .'v..,a .r
z. \\t R, ,,,>�,G•ai. �•"'� a�''N : } 'C\ Z v.. ���,\ \ r C ..rii L/ '„�,.r,a�a ?R ,c-\
\, ::irS S z,':.-v..... �:.\.;e\\\w_Z.,��- 's> �.a ,': :; ,.,.� •, ,� �\ 1 \ •, :,< Ea� �, l
\, 'a.� ;y`\�c a>�rv}rn. J” �,\� .,.,�., .,tr;r' F. � .✓,�& i ��\\\O•.•, � ,,, � \ ,� '� `�\\ .:��/r �� `\\^\
, �\.' \\\\\��i�,�, iy C': �'3.<c\ \,�x�'3ce,a„�a�.Y��,���,� a.\'a�>,•�Z .\\°\\,\ .,a":a". \\\\\ <3f r�..ry � s..�a �� is
::'.l c. �. �l J.."� ti a ...:,Fs` �\. .�\'� :.: y ••�\\ � -� �-� ,,,, o ,. � �'t" ;- .v ��t - ��'bii ..<y.. t,z \�•'�. 1 S
�c �'R.m s.ou\#, ,,•..' a.��,>..:-,3 €;� Cil\ •�., .,� �� / / � ��.L�1, a ?.
\\ .,`t». <,F 1--`�'\\ ', s �„✓, 3' <;:� <�� rJY x,a:.t �\`\ v.F /J f1�'�'Fd. i a.
>'\ G S��' \rE� s.� .., \\`\\ H r.fre-,,�>� :`.,nx� F„ �i,r i� � �• � „r,?� \\ \n !,r' .rfk iv..7t•i \
\ �� / '!. r��`”' ����\'�( � ;,•,,,,n �r »3:x.. ,xfi .j3: � .� �rx, \` �a. f' ri rm,a-':.-s � '> E
•\C ,�. �.v'»,'" R>r sp::``1'. ? G S``".> '� � +`�&f -"7b'"� d,3 sf .�., '.�'v .� l -:t c »{
\,� \`^��' .F(8i,..r,s '.'wa'# �.r r,,7a .G\\� �P'T:��tr, .� �. R.�,. F• ,d�>> n! •� .F ac,{ A
„
a t >' / ,r„3._fi. ..w:i\�:\>s> �✓ ��\`� '\xA,33 / �..,.� ,i� \ �i w'. // t. 4 E\c ,'\
\
r
�\c o\,``'\ �ih ..�'�.0 tls:r ,✓r'J":y� .\\R,r1\ \\lam rr ,�n' a<� ) '.n,.r ` s,..?, ��\ - lri/,
f \ ...�4 �\� h '-tel. 4 a•. vy.,,•y ,x'"'���i, „1:.�,a�c �'�\. .a' y ,�� \ :;�„�. `�\�,,w,\-\£ 'llr'(�iA,> a�. �\\\ `` ��vi�\ \ '•�-.e„:
nc�.tl�.n :4 S.r/i�r/�,. ,\ ,�`\„;� •�i�',„., xs' .�� >u;��;�"�r; r• ,r..a �. \rub�
£A�3�C�i��\\\����\`G�. �rJ r,. a�\\\\��_x�,�l�3i'ra'f,!',- ��,.. ¢�;�s�r. '� y ��£ t�/�,,��i� .czar._r:r R•R"i�\ a S\\ \ �..?:
\ �C``\� w,�i ��'sE{�fN/a�s�:;"3.£r'3 ,'3\•.\\��'s- ,,,/�,r' '<a Y: _ '3''��s- �/.z/�„!/•„„ >G �?�\ \lii.�>.. 5...
i :,.�"< Z�:��. ¢��li„�,�,, ��r '6 p-� r� x_k"Yr� ".✓/P ,��:/, \.��> fN/j i w�,�y a r,, � \�
i�?:'�3-, .[.,. .�k;. ':Fi�.S ,�•.`V>;r^T\,,�,�� /•. �,r\ �.::.n �� �" °rui y' .r';r/3;o3„ ��� RS°Si:.:l \ 2.
„
r/ a
<•vs? w 2,.'\ u e \,a,., ,G rz, ,rs �„` r�5 .. o;�,- .»�'.,a,,�i\\\ ,�
x x* �"� \1 \?a���-�tEf! .��, Sv's�a- \�O+'<.' t 0,3..�. \ati •�I�JY.,, r \.. >:\\ \.\
\i�.. «\\ �.� ,T�YI � A!� ,.,\ \\>e rte, •x>�".; i. M..\\R', \
--� ,':,o v d n`'saa�x�\\`\\\�lS��\a�G\r�"r''iti," iae,\*zs\��•s�� i tiF>xf ��.v”w 6,'� '"x� / R '\ t �<"/'/r 'f �?a�.a \\
2 R .,a� �\ :� 'S ;> L„i,. �fir`-°�l';�� .o,..;�'• �' \a\R�\�\ a-z, ?���j/� 5�3fn�^v�'�Y 'w�` 1v a
. :.::: !'.,r -'1. ” ... a.�^aF»> , ,, �,Z.a'� <.' � f'a. c e t am ,n ._.r..” ,a.. � � ,\ ✓� � , \\'•. °�'G
r
r,
'�, :..,\ � �.: f3m•i� ,^y , dC .�> %� P d� :alt � �S �,2i -1 ,�yi....' \
C ,f`w?•, \\ ',.,,:'s; !! .. v .' r a..n N` Y. -r m S.. , /,. � a � \. '`\. r � ,.ot.r ,.1,/,,,,,, fSL`A
a,.x:> ..rs �`\se�,x \ _,; .,,��a.>... w ,. ,,.,. > x ,/ \ \\\.Y'\. ..a... r.•�rws.., z, i.. \
Sa-
.,. �... ?c a.,. r ., i„ :F•,,,,.,m,,,>\ - ',,. ,. .. _. .. \ ..: ,, .a�....a,T. .. >. ,n.wl\ ..,,,,,,:?. mow. \, .....,.:
E
, ' � R,. ,,, � } C �o.:,r.,,a,'s,"v-: f..,. .,{3,! v ft^ s Er F� s ..✓,z.,x,,,.S ..e. ...,,....
,.., .. S L ni.., l P -_�.',-: -m. .. ,>.u\ �,f, ., ,.✓/r. ',. � ,,,. .� F ,�/'„ xS} .,T .
,.. .. am• ,,„,„ ,i"tea. ,. ,. « ,.�a� i.. ... �".
,, ,: ,r.;.: `\\ � r, .,> c. 3.,.. ..r n. .. ,,/,,,f, .,.,u: � t i ,,r„' „\, .. \- �c-c •.R ..-:ra ..>,,:,
-1r ,.. arK .ta., f x` ,✓,,<n lF..Gc".- r' \ ,\•,x: "�' r„ � 'S ��
r."�: c,,„,.,1 _..?x� Vii..,.>,rG .�✓ .,,J ,-\. ...\ 'O, 3 E ,:a, .t � .rl ,.,.,, .,�, w... C #.. >,.
,4M a >�.�` ,ar•.,.,,,,.>\ ...��^\ :R..,,..> r.a.,,.,, o' c �«o:v_.,2'x .. ,. G- ,, ., .;. \. ,�. .�.r..t...a.,/ .\SCC,"\.\&...,,.\u„r,,.:r„„ �?�`„>n,.. � 5.,..
i t c `\ \ '-c�F REm c � xi.: '.�`.�s 4f�`� \. < ,frr Es y� Y.2 3"`� •v>`�' `'\\` .\ h'L y
-,..V,\ i\ "�� ”-l�r"k �, ,:tEi<`t, � l• �tx'fif s \ q\\•` A „a,:T \\ \:: "K
fM -� Et as
..... - _.,.m -tn .>. ' ,. z Et- `�, fi .,..rte? .., ..,.,,.v....,. Ga, v?✓, ,.. � :-: \- S: ..,,,r.n
__ „ '\< „,,.,„ ,....f�,ti fir..,✓,,.,r„1 a i�> r, x
, P '3e .-\. >w, GYc.. ,a n/i, f Ni/� Rte, „R\t -. '.:„ a s:' 1 ,,•.:
,r... ✓ > ... , ice. �, ,
;':, ,„.,�•.-r<>a...,. i.> ,,z. ,.,.r„,�,r za:-” .., ,,....r { f ,.... x> .f ,,, .,.. „�.
..,....� ,>..., a „» \a\� :,'£. dt:a?aa..' , ,:u� �.r, '.. .�.� � .r/r' �., r �.., _ .. ,,,,'�., ��,>a<a.\ ,,,✓r 3`?:'.. .,pb T ��f��!;
f 2r ,. �?f7�1. '\ ,'3• �.� yam, f f., 'C t\ .�, '�.r ��,>.. F (yf c k 'it a<r�,;� ':xaa'3 f a°?
>5t rt` � "�� -' s � �� �{nr A:. � <.�. �a`.,• €, 'r. .f,a �,. h. r r` e :.�.�.
\
,. ,.':,"... ."7 f ,..,,..,�. .y a....,\,'G:C� '�? ,1'✓ \, a r FA .v r 2. :, .1
✓,. .. / ,�:,. \ .\ .;, ,,ia` �...,..\ msr.m ,, ,I!<f � -v„r/ \ , a.> .i ..'t-.t� /
\ ,.;,.a,,,„......-,-__. �•r _a. c d ..:`L.......,, �\ .” ,. ', as - z\ ti.>=.. �\.,a<-„ Y i,
L \\ \ d
vS...y, S F;. .�ES ,.n .0 n,,.r,,,,,, 1. ,, ,r,” :� T ,Fx'. 3 / Y. ✓ S„3'>�.
e. ..>x,. Y ..\. a_,`..",..,._ ,..,._ ..:� srF .� ,E,. �• r,. ,F,,,,..n:_a.x�,a�.. .. # ti
., i. _., '::rF ,r > ,;,, \ .� rr � c • „/ ., -x.�„ u,. � ;",r .,ar�''.a.,,,,,_.,.,l ..,. S.aia t ,:,,.
1'�,i r„'..,.,, •�. �, r :\ "ski,.:”. , .. r,r,.,,,,,;,>ws a. ',..;,.,,,.
x f / £ ��`, ''t. 1. ,.,...r..,i'3, ..1''c, ,.. Y .v. .! \ .-,,.s"„✓,:t? ., /'. ,.,.,.,...
.i '.„r ..t'/. Z ....7..d. str -- \ Y a !�S ✓ C -, .r/�, o>.. .,sz!'s„,- _.., ...fit S>�� r
\ \ fry” � L ':.?lx -U \ .� P\>, •�/ Er Y(y,-„� \\ \ 'Y,.. E..-.i\. `\
�'...\ �.,. ,u <'� M \ :. .� •--air;,;,' .�� a,
�,\�\ ..•sxa>- <.;r;;`,,.,>z .,'"gG `3,?s i NP'•:x �a / u.<z r!>5..,.:..s._.. j..r», .-„F \
R
"�\� S.� r','..,,Y'�i,i• r\\ .r✓a, kE \ '/,r �/ Co .�, �\ \ .4- a
\\ �'::.\�•..a.�..G � <. .- -.:..�-,\' ,,a�,N, ,\ _,i.. ,a;v .. !, -: ',•�.-_., a .�fis-z:fir::. .,,?!Y”'. _...\\,\ �r
.£ ,<.1,a:r�a-�' ei.� -v,�,1 1 a��\\.\-. �r. \ �� r E`�T-. \\ \ �:,a•., :f
\l\\'`\�\ m�,..,.• f .✓u_.<r, .. � „ ,,,, -_. \ :,, .rr .„ '. ,<,rv^„'t yr�„s., � a•,f,,,,,;,, �Ff, Lsa\\ \ ..a as L., it
, ... _...... _...\, xe .,.. „..w,. x, \\ ,.,\\, „/,,.�.r,. ,,, ,. \ ,.,.Yh;-.fv t", ,\am-, ,r/.a,tRa.,,:.."k < ?.•:.. \ , t � -
... , ... ,,.� L r,., ,,;: .:: Y a.. � J .,.qtr 1 •.rE£s G �� \� .>. � E r/�' �'\ ', �r/ .� Je ?/ �£��E, � lr,. �'c
<� y E �:-,aL \\\..:: �P J, � i\,r. ✓tv �e�i �v x ':,�,. t, �\\,> Z U�,�,",.-./'� >.Jh,.a.,f-,.. .,�,-_::. .E�!/...x,-,'. in r\ti£�`:, 1
.\ \ .>,a\ `C" � �,,a :�`isO'wa`�1�x. t -:tt"c\\ ...i�`\.,Tr,_,J 1�, ��i� �,✓"t' �,r3€?i, �\�,�� �\�.n,... rm r 'se
a...<: \ \� a ., li,,. , '�:gin,;. , �,l ? >...„' . d.E ..,,rn s� r s. W. � ,i/r,,, .x.��`• ' 2rK #fir�.r;,a.,�\l\\-,, , E 's P r "�Ei
tl C � ....,vim.=:i•ta�"•a-. ., ,as..,>�".«m� ,;>i��'.a f , \ -\>-fiE�c,r:f '� !ll,.r i £\
ReducingSingle-Use will
assist | | County's Climate
^ <
Actionzero
waste by 2025.
\ `
��°��\��C fir. ✓'✓�j ��y� 2�c�kt� f »��@� F z c �'"r
c��\ � z ✓�/ yn � ' �� \ i r x� n r
�, �� ;.�"•Actia,:�. .zl`�"rrl z//moi,;a���\VV\v\V��� ``k � Z� �`n. ,,mac fir::
„
.,,,. ^,:- / s ;�% ��«-:. ��CCv•in ��//li.�r/` "7.a 0 �V '�vC iCr/i y \C s / '' ,
;• ,- ::;;. " " �..�/� i��"+�"q �,ss a \L��\�w��'V /e/ .,aka f: v r s �t ..0 s k,r r
KAM
mo
SKI dents liked&
A BRIM
a
k
Aw
Dlssp
t
M r
r
� �;.�, �t �,r,.'r a',t..r w���Tf1'/i���:`���4�•c� .\� c�: �-� a� \ }��*cs �' �
{• ii �ac9g� v / rr C �� � i
a
,;-, yir ,+�aa�, ..<.. ��\\•����\ - .. v��//�� n���.r,..Av..�\�•\\\�'3 °t'„�'s `z�f�,� \�L\\\�\��,�� ,,.. �'z�a \ c.�;,j.
Q .��,..:� o\�.�z � <-,;�'ya\c\•���.. y �.. "�\:... \�(.,: /'•'rya 'r s:.:
,,,..,. .., „k,.a<s:.. ., �*y�`�� �:s.,�"�olJ,z�.S�l.>r`����•"\� �sr//i �i:�� f ��4'n-� �'`7 C \\
r,.. "`s�����.,:��✓Z�,<y���x�����G�� "zku✓„/ric�`��zv`��r\�\o�\a���'%� �...
777 a
C T�
JLNO PLACE TO GO
x • .. ��
China C o ,.., ..., o as 5
Q fi
}
s
( R=
\ \ f
. / ✓ /� i 1, \ /.
3r
gyn. *gag
scia OWNS, � -/'�� "�\�aa r�'.�a+,'A`'vq./ir I,m�\..\.�,�'=�mi/c°iwgi`a'
Why
11
ALL Fo' od,":V-. eln' S'ch
'. .s
arePROHI:Btl E'D
F
/ 9
"Al swo
r � �
r \
t �
h
i
f
i
t?F _ _ •.'n.Aa"i`t'•P-,� \sem �\ \�-\ �/ r
r.
,v ✓
19 Amos
WOOM
Wo '
��F� kr '\ � � �Xr� �/✓�X�//i/�l�6�r✓�r�f a�k�,����~��i�
f�' 4'sry�i� ;/' �f,r� s/r1 XG / ^� y '� •� E\
✓,�6;,
���. YI s�p � /E r✓: / r _ v/__ y �/f v t :. /i A'�5����y ,� �s��t v r����
��� �"i � rs 3 t �� � �--/ ✓/�� °/ � l'���¢'`✓' /'tel` � � ��
R D VrJc ivll�� S �.,a A V vAs v v
\ \ RYN FWQDI
EnaPEP>1 RAW
AARDVARKMum A AM
got no
AAPD
VARWO
SON, Zz
At
NGtp
AI
JON JQQSW�
x MAO no sz,
Not
STIT
TOY
PAT
F
�3
\\
Z
X
�j.
t i
/ \\\
x i7
r� c
r yr
r
r/
s
r \ t E 1,, r E '"`P s:�r� z i!i`.�r>•ar :r Cm,� :,isr' J";�-', ....\. '; au?,_'"^
-w:f � .r\*'a, �,`' f':.\ x��.s -.��•,�.' ..,,5.a`�E��, �: "i ,fir
l
,r.1 /. ,/ f .. ,\ .. ., f'-✓ b Ali' & ;;•.. :.. ., ...... .. - .:" :� ,,
-
.v� �x tis x Z`s s� •c t. ,� \.\ � ��� iv�\,�. ✓ \ i�r, F r .'' '
.L 1 �...Z 1. i. .i,� ,"/, �,\�\- �i„✓,
,� } 1 -:P 1 .r ham-•,?^ d €,�\ .\\\
t.:a i .„a r'i.. ,.,s.,.-fir 1 :�\.\ ?S_ \.. ✓i �v. Sri'
E xs r,.�t �::.: r ,�c,'a'\�"a'a rn' .a `�v �. , •� ::E"�*
;
a
t
3 f 3. .c ,e-.r.s.. t '_1�c'f w.• �.�; /Y'j„, �fEl{vF:�, ---''�.
N�\
,aOW
i
v\���.,\�5�\ ��E^~•s+S�.�,.f���,�a NY�"�'a'�fi�����L'A, �; zM�l .,,,'%� '`” -; \\\�\'\ .
r i\\� :�\��\\\�S -t ��s.'r/. .z�s:,,as\3� 5.C\v,f}s// �.. w��'�a-r�L• \ � ��\\���'`..
\4`n re\tia���r�44�.,:\`\h�\' ��s'fi2�na,��:/� ���L��� ..�rhJ,�..,,.... � �\`,•3�ti.� -� �r' '`� � e 44��
,t°�3&�v A �.��-��� ��.�y�a�'. ,r ti�� •FGA \� //, f ::• �s���"`���- h�
\ l fir'a fr\ ,Y k'v E s-'a`'rv,•\.�1 'T -x'i"n :y ;. as r �a��\ s / ;`//�a//
n�.v Cn;;3 S� t � �. - q�-' Er � �+/ i�`��•Fv�� ;ai .T s
p,
Al
}i�} s-.r \ ,' � s t 3r// .r!a�"�'i�n �.: a EE rs'� r .,„�;�,�a�li�rK, m.v .a S��`'• � � 1 .:z a rr,xr, t4a; �.�� \\\�
a n � v- � � �.. f a �. 'v�"v��r��r In�����` �'�.'. 4��.�'� -'y,"-. '� \ �a�s� a''•r:����s �.�\:
r £ �' � -a�+�.tkrn Y c � �\ ��I �s r'�-a ���'r� �r r;;,,✓' _ �. \��'�
Reusable & Compostable Service Ware
u "ori
items on ave rage are pennies more
. an conventional pi . .
� 4 ��, � ,..,, � "° i� �� g,� g (gra 1-1y
` g
z ..��, n._vs..,i .. �5,..,+t� .,.-,,," 4.� >..,�y s t� i s c� � ���i`e can b e ab § ��� passing
t
en -No u Oil '
e nt
I pr Trr I0 u3
leLO
DI*sptsa e e.�
M
AL,
Get The Word Out'.
® through Events and inspiring Marketing Campaigns.
a nt,a e r y, r V,� p,
r v i c e — it r,,,,,� ,S
ly
Provide for CLEAR-k waste scrtiffng
gta on eceptacles
71 --- 71�..................
777777)
loo
A
co
......................... ........
Non-Compostable BioPackaging
All Food Scmps. incoated paper.
Pape,-Straws. jtcns,,ls
it
ICNIM
R
o
anal
owl",
aC ".i i�/l/ '� a \\amu� `�.ca..f,�^�.!> ���� .......�,..�M� �.•� a \•
\
�\';.. f \,\. ���,. ��\fii� \ cam\ y,r"•r.,.. e'��\a '•,�.�.. ., y /„ ;,.� ,�"Jt c�\\
.\ � � \�.� s \a\\•. k\^� .mac \.�
rte:
r.,. \ fir''„�, f �• \ a �e. \. �','�' ✓
�a� \,.\�\��'.��✓��t�1 �\moi\���,� ,.� �: "^«,^..,;..T_tea' s,�: „,.. �>,�. ,,, .a t ... "w+a�®�r
\
BOLD & SWIFT ACTION Is NEEDED NOW
San Francisco r `�� land ,`., .
. . ....' v
It's crucial for the health & sustainabler for every resident & the Planet.
/
f
f
a
Sum" My—
WAS-
Raw -
/ WMA /
l; l
c
r � J
l F
1 r
C t 2 ✓ � 3 �. L`�✓'
v y
SON
yf j \
r
J
/
March 26, 2019
Dear Tiburon Town Council,
We request your endorsement of an Amazon to Reuse Boxes initiative, on behalf of the
residents of Tiburon.
A group of Marin residents is petitioning Amazon to do a pilot Amazon Pick Up Program in Marin
County, in which delivery trucks pick up used Amazon boxes on subsequent deliveries and
return them to Amazon warehouses for reuse.
Hank Cauley, Conservation International, Sr. VP of Environmental Leadership in Business, is
advising us. He has directed us to: 1) collect 10,000 signatures to demonstrate that there is
sufficient interest among Amazon customers in Marin to offer the program, and 2) garner
endorsements from organizations and local government in the cities of Marin to elevate the
issue inside Amazon.
Support for an Amazon Pick up Program is widespread in Marin and signatures have climbed to
3,000 (online and in-person). Mill Valley Refuse, the Redwood High School Environmental
Action Club, Tiburon Mail Service, and the City of Belvedere have endorsed the initiative.
In its Climate Action Plan, the Town of Tiburon has committed to waste reduction and the
minimization of"emissions from the decomposition of waste generated by Tiburon residents and
businesses in landfills outside the Town limits".
Reuse of cardboard boxes is key to these goals. Reuse reduces the number of boxes going to
the landfill, thereby reducing methane gas emissions from decomposing cardboard. Reuse
eliminates the need to re-manufacture boxes, conserving natural resources (timber, water) and
producing no pollution.
According to "USA Today" (6/8/18) an average of 25 percent of all cardboard is recycled in the
U.S.; 75% goes to the landfill. One hundred million Amazon Prime Members place an estimated
5.2 billion orders a year, worldwide. Based on these numbers, over 3.5 billion Amazon boxes go
to the landfill annually.
We need to safeguard the beauty of Marin County. Please: 1) "support the Amazon to Reuse
Boxes petition", and 2) provide a link on the Tiburon Town website for residents to read about
the initiative.
The link is:
Sincerely,
Ann Eve Hazen (Tiburon) Tina Meinig (Tiburon)
Lisa Jason (Tiburon) Jennifer Hull (Tiburon)
Sally Tao (Tiburon) Christine Cole (Tiburon)
Heather Lobdell (Tiburon) Kimberly Brooks (Tiburon)
Catherine Kennedy, MD (Tiburon) Carolyn Lund (Belvedere)
Jeanette Richards (Tiburon) Barbara Winter (Belvedere)
Wayne Gilbert (Tiburon) Suzanne Morgan (Belvedere)
Christine Gazulis, PhD (Tiburon)