86R-089
CITY OP ARAIIBIII
RBSOLtJ'J.'IOR RO. 86R-89
RESOLUTION OP THE CI'l'Y COURCIL OF 'l'BB CI'l'Y ~
ARABEIIl, CALIPORRIA, AtrlIIORIIIBG TIIB ISSUARCB
OP $129,275,000 ELECTRIC RBVBROE BOROS, ISSUE
OP 1986, OF TIIB CI'l'Y; PROVIDIBG TIIB 'l'BRMS AIm
CONDITIONS POR THE ISSUANCB OP SUCH B(R)S, AIm
APPROVIBG mB BXBCO'1'IOR AIm DBLIYBRY ~ All
ESCROW AGREEIIBR'l IN CORRBCTIOR TIIERBIII'ftI
ADOPTED: MARCH 4, 1986
Section 1.
Section 2.
Section 3.
Section 4.
Section 5.
Section 6.
Section 7.
Section 8.
Section 9.
Section 10.
Section 11.
Section 12.
Section 13.
Section 14.
Section 15.
Section 16.
Section 17.
Section 18.
Section 19.
Section 20.
Covenant
Covenant
TABLE OP CONTENTS
~
DEFINITIONS.
6
. . . . . .
EQUALITY OF BONDS, PLEDGE OF
REVENUES. . . . . . . . . . . . . .
. 9
PURPOSE OF BONDS. . . . .
.10
. .
. . .
. .
SPECIAL OBLIGATIONS; NO GENERAL CITY
LIABILITY. ....... . . . . . .10
DESCRIPTION OF BONDS. .
.10
. .11
PLACE OF PAYMENT. . .
. . .
. . .
EXECUTION AND AUTHORIZATION OF
BONDS. ................ .12
REGISTRATION AND TRANSFER.
. .12
REDEMPTION OF BONDS.
. .13
. .15
FUNDS AND ACCOUNTS. .
DISPOSITION OF BOND PROCEEDS AND
CERTAIN AVAILABLE MONEYS. . . .
. .
. .
.17
REVENUE ACCOUNT.
. .18
. . . . . . . . . .
BOND SERVICE ACCOUNT; IDC ACCOUNT;
SINKING ACCOUNT. ........... .18
M&O ACCOUNT.
.21
.21
. . . . . . . . . . . . .
RESERVE FUND. .
. .
. .
. . .
. .
. . .
R&R ACCOUNT.
. .22
. . . .
. .
. . . . . .
SURPLUS FUND. .
. .22
. . . . . . .
. . . .
INVESTMENTS.
.22
.23
. . . . . . . . . . . . .
WARRANTY. . . .
. . .
. .
. . .
. . . .
COVENANTS. .. . .
1. Punctual Payment.
2. Discharge Claims.
. . . . . . . . .23
. . . . . . . .23
. . . . . . . .24
-i-
TABLB OP CONTBNTS, Continued
~
Covenant 3. Operate Enterprise in
Efficient and Economical
Manner. . . . . . . . . . . . . .24
Covenant 4. Against Sale, Eminent Domain,
Existing and Future
Agreements. . . . . . . . . . . .24
Covenant 5. Insurance. . . . . . . . . .25
Covenant 6. Records and Accounts. . . . . . .25
Covenant 7. Collection of Charges. . . . . .26
Covenant 8. Rates and Charges. . . . . . . .26
Covenant 9. No Priority for Additional
Indebtedness. . . . . . . . . . .27
Covenant 10. Limits on Parity Bonds. . . . . .27
Covenant 11. Arbitrage. . . . . . . . . .28
Covenant 12. Tax Covenant. . . . . . . . . . .28
Covenant 13. provisions and Restrictions
with Respect to Defeasance. . . .29
Section 21. LOST, STOLEN, DESTROYED, OR
MUTILATED BONDS. . . . . . . . .30
Section 22. CANCELLATION OF BONDS. . . . . . . . . .31
Section 23. CONSENT OF BONDHOLDERS. . . .31
Section 24. BOND FORM . . . . . . . . . . . .34
Section 25. TEMPORARY BONDS. . . . . . . . . . . . .40
Section 26. AUTHORIZATION OF ESCROW AGREEMENT. . . .40
Section 27. RESOLUTION CONSTITUTES CONTRACT. . . . .41
Section 28. DEFEASANCE. . . . . . . . . . . . . . . .42
Section 29. FUTURE CONTRACTS. . . . . . . . . . . . .42
Section 30. SEVERABILITY. . . . . . . . . . . . . . .42
Section 31. SUBSTITUTES. . . . . . . . . . . . . . .42
Section 32. EFFECTIVE DATE. . . . . . . . . . . . . .43
-ii-
CITY OP ANAHBIM RESOLUTION NO. 86R-89
RBSOLU~IO. OP THB CITY COURCIL OP THB CITY OP ARABEIM,
CALIPORRIA, AUTHORIZING THB ISSUANCE OP $129,275,000
ELBCTRIC RBVEROB BORDS, ISSUB OP 1986, OP THB CITY;
PROVIDING THB TBRIIS AM) CClIlITIORS POR 'l'BB ISSOAHCB c:. SOCII
BORDS; ARD APPROVING THE BXBCO'fIOR AND DELIVERY OP AN
BSCROW AGRBEIIBR'l' IN COHHBCTIOR THBREWI'.rB
WHBREAS, the City of Anaheim (the "City") is a municipal
corporation organized and existing under a charter duly and regularly
adopted pursuant to the provisions of the Constitution of the State
of California (the "Charter") 1 and
WHBRBAS, Section 1210 of the Charter ("Section 1210") pro-
vides as follows:
"Bonds which are payable only out of such revenues as
may be specified in such bonds may be issued when the City
Council by ordinance shall have established a procedure for
the issuance of such bonds. Such bonds, payable only out
of revenues, shall not constitute an indebtedness or gen-
eral obligation of the City. No such bonds payable out of
revenues shall be issued without the assent of a majority
of the voters voting upon the proposition for issuing the
same at an election at which such proposition shall have
been duly submitted to the qualified electors of the City.
"It shall be competent for the City to make contracts
and covenants for the benefit of the holders of any such
bonds payable only from revenues and which shall not con-
stitute a general obligation of the City for the establish-
ment of a fund or funds, for the maintaining of adequate
rates or charges, for restrictions upon further indebted-
ness payable out of the same fund or revenues, for restric-
tions upon transfer out of such fund, and other appropriate
covenants. Money placed in any such special fund for the
payment of principal and/or interest on any issue of such
bonds or to assure the application thereof to a specific
purpose shall not be expended for any other purpose what-
ever except for the purpose for which such special fund was
established and shall be deemed segregated from all other
funds of the City and reserved exclusively for the purpose
for which such special fund was established until the
purpose of its establishment shall have been fully
accomplished.
-Notwithstanding the foregoing, the City may sell and
issue at any time and from time to time revenue bond antic-
ipation notes (including renewal revenue bond anticipation
notes) in anticipation of the revenue bonds authorized by
the voters on June 2, 19811 provided that the aggregate
principal amount of such revenue bond anticipation notes
and revenue bonds outstanding in accordance with their
terms at anyone time shall not exceed $92 million. Such
revenue bond anticipation notes may be sold, issued and
secured in such manner and subject to such terms and condi-
tions as the City Council may prescribe by ordinance; pro-
vided that such revenue bond anticipation notes shall not
constitute an indebtedness or general obligation of the
City of Anaheim and are not to be secured by the taxing
power of said City"; and
Notwithstanding the foregoing, the City may also sell
and issue at any time and from time to time revenue bond
anticipation notes (including renewal revenue bond antici-
pation notes) in anticipation of any electric or water rev-
enue bonds theretofore or hereafter authorized by the
voters; provided the (i) the aggregate principal amount of
such electric revenue bonds in anticipation of which such
electric revenue bond anticipation notes and the electric
revenue bond anticipation notes were issued outstanding in
accordance with their terms at anyone time shall not
exceed the principal amount of such electric revenue bonds
authorized by the voters and (ii) the aggregate principal
amount of such water revenue bond anticipation notes and
the water revenue bonds in anticipation of which such water
revenue bond anticipation notes were issued outstanding in
accordance with their terms at anyone time shall not
exceed the principal amount of such water revenue bonds
authorized by the voters. Such revenue bond anticipation
notes may be sold, issued and secured in such manner and
subject to such terms and conditions as the City Council
may prescribe by ordinance; provided that such revenue bond
anticipation notes shall not constitute an indebtedness or
general obligation of the City of Anaheim and are not to be
secured by the taxing power of said City.
Notwithstanding the foregoing, the City may also sell
and issue at any time and from time to time revenue antici-
pation notes (including renewal revenue anticipation notes)
in anticipation of the receipt of revenues of the City's
water and electric utilities; provided that the aggregate
principal amount of such revenue anticipation notes
outstanding in accordance with their terms at anyone time
-2-
shall not exceed, for each of such utilities, an amount
equal to 25' of the gross revenue earned by the respective
utility during the immediately preceding fiscal year as set
forth in the audited financial statements of such utility
for such year. Such revenue anticipation notes may Qe
sold, issued, and secured in such manner and subject to
such terms and conditions as the City Council may prescribe
by ordinance; provided that such revenue anticipation notes
shall not constitute an indebtedness or general obligation
of the City of Anaheim and are not to be secured by the
taxing power of said City."; and
WHBRBAS, Ordinance No. 2980 of the City Council, as amended
by Ordinance No. 4158 and by Ordinance No. 4328, incorporating cer-
tain sections of the Revenue Bond Law of 1941 (Chapter 6, Part 1,
Division 2, Title 5 of the Government Code of the State of
California), establishes a procedure for the issuance of electric
revenue bonds as provided for in Section 1210; and
WHBRBAS, pursuant to Section 1210, Ordinance No. 2980 and
Resolution No. 74R-615 of the City Council, a special municipal elec-
tion was held in the City on March 4, 1975, for the purpose of sub-
mitting to the qualified voters of the City the following
proposition:
"In order to provide more economical electrical ser-
vice, shall the City of Anaheim be authorized to finance
the construction and acquisition of facilities, property
and rights related to the generation, transmission and dis-
tribution of electrical energy by issuing revenue bonds,
not payable from property taxes, in an amount not to exceed
150 Million Dollars?"; and
WHBRBAS, said proposition (the "1975 Proposition") was
approved by the votes of more than a majority of all the voters
voting on the 1975 Proposition at said special municipal election;
and
WHBRBAS, of said authorized amount of $150,000,000, the
City has heretofore issued $6,000,000 electric revenue bonds desig-
nated "Electric Revenue Bonds, Issue of 1976," $12,500,000 electric
revenue bonds designated "Electric Revenue Bonds, Second Issue
(Subordinated) of 1976," $84,000,000 electric revenue bonds desig-
nated "Electric Revenue Bonds, Issue of 1980," $18,000,000 electric
revenue bonds designated "Electric Revenue Bonds, Issue A of 1982"
and $10,000,000 electric revenue bonds designated nE1ectric Revenue
Bonds, Issue A of 1983"; and
WHBRBAS, pursuant to Section 1210, Ordinance No. 2980, as
amended, and Resolution No. 82R-391 of the City Council, a special
municipal election was held in the City on November 2, 1982, for the
-3-
purpose of submitting to the qualified voters of the City the
following proposition:
"In order to provide a more economical market for the
remaining electric revenue bonds authorized by a majority
of the voters in 1975 to provide more economical electric
service, shall City Council Resolution No. 74R-615 be
amended to eliminate from such Resolution the maximum rate
of interest (eight percent) which may be paid on such bonds
and to provide instead in such Resolution that the City
Council shall, at or prior to the time of sale of any such
bonds, establish by resolution a maximum rate of interest
which may be paid on the bonds then being sold?"; and
WHBRBAS, said proposition (the "1982 Proposition") was
approved by the votes of more than a majority of all the voters
voting on the 1982 Proposition at said special municipal election;
and
WHBRBAS, pursuant to Section 1210, Ordinance No. 2980, as
amended, and Resolution No. 81R-138 of the City Council, a special
municipal election was held in the City on June 2, 1981, for the pur-
pose of submitting to the qualified voters of the City the following
proposition:
"In order to obtain substantial savings and provide
more economical electric service, shall the City of Anaheim
be authorized to finance the construction and acquisition
of facilities, property and rights related to the San
Onofre Nuclear Generating Station and the generation and
transmission of electric energy by issuing revenue bonds
and revenue bond anticipation notes and any combination
thereof, not payable from property taxes, in an aggregate
principal amount outstanding in accordance with their terms
at anyone time not to exceed $92 million?"; and
WHBRBAS, said proposition (the "1981 Proposition") was
approved by the votes of more than a majority of all the voters
voting on the 1981 Proposition at said special municipal election;
and
waBaBAs, of said authorized amount of $92,000,000, the City
has heretofore issued $52,000,000 electric revenue bonds designated
"Electric Revenue Bonds, Issue B of 1982" and $40,000,000 electric
revenue bonds designated "Electric Revenue Bonds, Issue B of 1983";
and
WHBREAS, pursuant to the 1981 Proposition, Ordinance
No. 4252, as amended, and Resolution No. 81R-455 of the City Council,
the City provided for the issuance of up to $80,000,000 Electric
-4-
Revenue Bond Anticipation Notes to be paid from the proceeds of an
issue of electric revenue bonds entitled "Electric Revenue Bonds,
Issue of 1981" authorized by Resolution No. 81R-379 of the City
Council, as supplemented by Resolution No. 82R-238 of the City
Council; and
WHBRBAS, Section 1210.1 of the Charter ("Section 1210.1"),
added to the Charter pursuant to a vote of a majority of all the
voters on June 2, 1981, provides as follows:
"Electric and water refunding revenue bonds may be
issued to purchase, redeem or retire any bonds heretofore
or hereafter issued pursuant to Section 1210 or this
Section 1210.1, whenever the City Council determines that
(1) costs of the City will be reduced by the refunding of
any bonds, or (2) issuance of the refunding bonds will oth-
erwise be financially advantageous to the City.
If as a result of the issuing of refunding bonds pur-
suant to this Section 1210.1, the water or electric utility
of the City shall, in any Fiscal Year, realize a reduction
in principal and interest on debt issued to finance such
utility when the principal and interest paid on the refund-
ing bonds in such Fiscal Year is compared to the principal
and interest that would have been payable on the refunded
bonds in such Fiscal Year, the City Council shall, not
later than the last day of the next succeeding Fiscal Year,
adjust rates of such utility, if necessary, to reflect
fully such reduction in principal and interest payments as
a reduction in costs of service of such utility.
All provisions of Section 1210 are applicable to
refunding bonds, except that notwithstanding Section 1210
no additional election shall be required to authorize their
issuance."; and
WHBRBAS, Ordinance No. 4414 of the City Council, incor-
porating, among other things, certain sections of the Revenue Bond
Law of 1941 (Chapter 6, Part 1, Division 2, Title 5 of the Government
Code of the State of California), establishes a procedure for the
issuance of refunding electric revenue bonds as provided for in
Section 1210.1; and
WBBRBAS, the City has heretofore issued $80,400,000 elec-
tric refunding revenue bonds designated "Electric Revenue Bonds,
Issue C of 1983" pursuant to Section 1210.1; and
WHBRBAS, this City Council deems it necessary to issue for
the purposes hereinafter set forth, $129,275,000 principal amount of
electric refunding revenue bonds pursuant to Section 1210.1 and
Section 1210, to be designated "Electric Revenue Bonds, Issue of
-5-
1986"; and the Electric Revenue Bonds, Issue of 1986, shall be on a
parity with the City's outstanding Electric Revenue Bonds, Issue of
1972, Electric Revenue Bonds, Issue of 1976, Electric Revenue Bonds,
Issue of 1980 Electric Revenue Bonds, Issue A of 1983, Electric
Revenue Bonds, Issue B of 1983, and Electric Revenue Bonds, Issue C
of 1983 and any other parity electric revenue bonds which may be
issued in the future by the City; and
WHBRBAS, pursuant to Section 1210.1 this City Council
hereby determines that costs of the City will be reduced by the
refunding of those Electric Revenue Bonds, Issue A of 1983, Electric
Revenue Bonds, Issue B of 1983 and Electric Revenue Bonds, Issue C of
1983, maturing on or after October 1, 1995 such refunding to be
accomplished through the issuance of the Electric Revenue Bonds,
Issue of 1986;
ROW, THBREFORE, the City Council of the City of Anaheim,
California, DOBS HBREBY RESOLVE, DETBRKIRB ARD ORDBR as follows:
SBCrIOR 1. Definitions. As used in this Resolution:
(a) "Annual Debt Service" as computed from time to
time under Covenant 10 of Section 20 hereof with respect to
any Fiscal Year means the amount of principal (including
required payments into any sinking account established for
the Bonds or any Parity Bonds) and interest which will
become due and payable or will accrue in such Fiscal Year
on outstanding Bonds and Parity Bonds.
(b) "Authorized Investments" means any obligations in
which the City may lawfully invest its funds.
(c) "Bonds" means the electric revenue bonds to be
designated "Electric Revenue Bonds, Issue of 1986" issued
under this Resolution.
(d) "City" means the City of Anaheim, California.
(e) WCity Council" means the City Council of the
City.
<f) "Enterprise" means the entire electric system of
the City, including all improvements and extensions later
constructed or acquired.
(g) "Escrow Account" means the account so designated
established pursuant hereto and the Escrow Agreement.
(h) "Escrow AgentW means the Escrow Agent which is a
party to the Escrow Agreement.
-6-
(i) "Escrow Agreement" means the Escrow Agreement
executed and delivered pursuant to Section 26 hereof, as
amended and supplemented from time to time.
(j) "Finance Director" means the Finance Director of
the City.
(k) "Fiscal Agent" means the fiscal agent under the
1972 Bond Resolution.
(1) "Fiscal Year" means the year period beginning on
July 1 and ending on the next following June 30.
(m) "Gros& Revenues" means all rates, fees and
charges for providing electric service to persons and real
property and all other fees, rents and charges and other
income derived by the City, from the ownership, operation,
use or services of the Enterprise.
(n) "Maintenance and Operation Expenses" means the
reasonable and necessary current expenses of maintaining,
repairing and operating the Enterprise, including City
administrative expenses directly attributable to electric
system functions, but excluding depreciation, interest and
amortization, all computed in accordance with sound
accounting principles and consistent with existing account-
ing practices of the City.
(0) "Maximum Annual Debt Service" as computed from
time to time under Section 15 and Covenant 10 of Section 20
hereof means the largest of the sums obtained for the
Fiscal Year of computation or any Fiscal Year thereafter by
totaling the following for each such Fiscal Year:
(1) The principal amount of all serial Bonds and
serial Parity Bonds payable in such Fiscal Year and
outstanding at the date of such computation;
(2) The minimum sinking account payments, if any, pay-
able in such Fiscal Year with respect to the term
Bonds and any term Parity Bonds outstanding at the
date of such computation; and
(3) The interest which would be due during such Fiscal
Year on the aggregate principal amount of Bonds and
Parity Bonds which would be outstanding in such Fiscal
Year if the serial Bonds and serial parity Bonds out-
standing on the date of such computation are retired
as they mature and if the term Bonds and any term
Parity Bonds outstanding on the date of such
computation, if any, are retired as scheduled in this
-7-
Resolution and in the resolution providing for the
issuance of such term Parity Bonds.
(p) "Net Revenues" of the Enterprise means the amount
of the Gross Revenues less the Maintenance and Operation
Expenses.
(q) "1972 Bond Resolution" means Resolution
No. 72R-83 of the City Council, adopted March 14, 1972,
authorizing the issuance of the 1972 Bonds.
(r) "1972 Bonds" means the $8,000,000 electric reve-
nue bonds designated "Electric Revenue Bonds, Issue of
1972" referred to in the recitals hereof.
(s) "1976 Bond Resolution" means Resolution No. 76R-
149 of the City Council, adopted March 30, 1976, authoriz-
ing the issuance of the 1976 Bonds.
(t) "1976 Bonds" means the $6,000,000 electric reve-
nue bonds designated "Electric Revenue Bonds, Issue of
1976" referred to in the recitals hereof.
(u) "1980 Bond Resolution" means Resolution
No. 80R-457 of the City Council, adopted October 10, 1980,
authorizing the issuance of the 1980 Bonds.
(v) "1980 Bonds" means the $84,000,000 electric reve-
nue bonds designated "Electric Revenue Bonds, Issue of
1980" referred to in the recitals hereof.
(w) "1982 Bond Resolution" means Resolution No. 82R-
238 of the City Council, adopted May 7, 1982, as amended by
Resolution No. 82R-257, adopted May 18, 1982, authorizing
the issuance of the 1982 Bonds.
(x) "1982 Bonds" means the $70,000,000 electric reve-
nue bonds designated "Electric Revenue Bonds, Issue A of
1982" and "Electric Revenue Bonds, Issue B of 1982."
Cy) "1983 Bond Resolution" means Resolution
No. 83R-171 of the City Council, adopted April 27, 1983,
authorizing the issuance of the 1983 Bonds.
(z) w1983 Bonds" means the $10,000,000 electric reve-
nue bonds designated "Electric Revenue Bonds, Issue A of
1983," the $40,000,000 electric revenue bonds designated
"Electric Revenue Bonds, Issue B of 1983" and the
$80,400,000 electric revenue bonds designated "Electric
Revenue Bonds, Issue C of 1983."
-8-
(aa) "Ordinance No. 2980" means Ordinance No. 2980 of
the City Council, adopted on November 9, 1971, as amended
by Ordinance No. 4158, adopted on September 9, 1980, and by
Ordinance No. 4328, adopted on April 27, 1982.
(bb) "Ordinance No. 4414" means Ordinance No. 4414 of
the City Council, adopted on April 26, 1983.
(cc) "Parity Bonds" means the outstanding 1972 Bonds,
the 1976 Bonds, the 1980 Bonds, the 1983 Bonds and any
other revenue bonds, revenue notes or other similar evi-
dences of indebtedness heretofore or hereafter issued for
the acquisition, construction and financing of extensions
of, additions to, repairs and replacements to, renewals of,
and improvements of the Enterprise, payable out of the rev-
enues and which, as provided in this ReSOlution, rank on a
parity with the Bonds.
(dd) "Parity Bond Resolution" means any resolution
authorizing the issuance of Parity Bonds.
(ee) "Refunded Bonds" means those Electric Revenue
Bonds, Issue A of 1983, Electric Revenue Bonds, Issue B of
1983 and Electric Revenue Bonds, Issue C of 1983, maturing
on or after October 1, 1995.
(ff) "Registrar" means Bank of America National Trust
and Savings Association.
(gg) "Resolution" means this Resolution No. 86R-89 of
the City Council.
(hh) "Treasurer" means the Treasurer of the City.
SBCTION 2. Equality of Bonds, Pledge of Revenues.
Pursuant to Section 1210 and Section 1210.1 of the City Charter,
Ordinance No. 4414 and this ReSOlution, the Bonds and all Parity
Bonds outstanding shall be equally secured by a pledge, charge and
lien upon the Gross Revenues of the Enterprise without priority for
number, date of bonds, date of sale, date of execution, or date of
delivery, and the payment of the interest on and principal of the
Bonds and all Parity Bonds outstanding and any premiums upon the
redemption of any thereof shall be and are secured by an exclusive
pledge of and charge and lien upon the Gross Revenues of the
Enterprise, and all of the Gross Revenues of the Enterprise are
hereby pledged, charged and assigned for the security of the Bonds
and all Parity Bonds, and such Gross Revenues and any interest earned
on the Gross Revenues shall constitute a trust fund for the security
and payment of the interest on and principal of the Bonds and all
parity Bonds and so long as any of the Bonds and all Parity Bonds
outstanding or interest thereon are unpaid, the Gross Revenues and
-9-
interest thereon shall not be used for any other purpose, except as
permitted by this Resolution and any Parity Bond Resolutions, and
shall be held in trust for the benefit of the bondholders and shall
be applied pursuant to this Resolution, or to this Resolution as mod-
ified pursuant to provisions herein, and to any Parity Bond
Resolutions.
Nothing in this Resolution shall preclude: (a) the redemp-
tion prior to maturity of any Bonds subject to call and redemption or
payment of said Bonds at maturity from proceeds of refunding bonds
issued under Section 1210.1 of the city Charter as the same now
exists or as hereafter amended, or under any other law of the State
of California; (b) the issuance, subject to the limitations contained
herein, of Parity Bonds; or (c) the issuance of additional indebted-
ness payable solely from surplus moneys in the Surplus Fund pursuant
to Section 17 hereof.
SECTION 3. Purpose of Bonds. Under and pursuant to
Section 1210.1 of the City Charter and Ordinance No. 4414 and in
accordance with the authorizations stated in the recitals hereof, the
Bonds shall be issued for the purpose of advance refunding the
Refunded Bonds, including the payment of costs and expenses inciden-
tal thereto.
SBCTIOR 4. Special <X>ligations; No General City Liability.
The Bonds shall be special obligations of the City and shall be pay-
able as to the principal thereof and interest thereon and any premium
upon the redemption of any thereof solely from the Gross Revenues.
The general fund of the City is not liable for the payment of the
Bonds or their interest, nor is the credit or taxing power of the
City pledged for the payment of the Bonds or their interest. The
holders of the Bonds or coupons, if any, shall not be entitled to
compel the exercise of the taxing power by the City or the forfeiture
of any of its property. The principal of and interest on the Bonds
and any premium upon the redemption of any thereof are not a debt of
the City or a legal or equitable pledge, charge, lien or encumbrance
upon any of its property or upon any of its income, receipts or reve-
nues, except the Gross Revenues.
SBettl0R 5. Description of Bonds. The Bonds shall all be
in the denomination of $5,000, and the Bonds, shall each be numbered
consecutively from 1 upwards. The Bonds shall be designated
"ELECTRIC REVENUE BONDS, ISSUE OF 1986". The Bonds shall be dated
March 1, 1986, and shall be payable on October 1 in each year of
maturity in the amounts for each of the several years, shall bear
interest from their date payable semi-annually on the first days of
April and October of each year, commencing October 1, 1986, as
follows:
-10-
Principal Interest
Year Amounts Rate
1987 $ 985,000.00 5.000%
1988 1,030,000.00 5.250
1989 1,085,000.00 5.500
1990 1,145,000.00 5.700
1991 1,210,000.00 5.900
1992 1,285,000.00 6.000
1993 1,360,000.00 6.100
1994 1,445,000.00 6.200
1995 5,930,000.00 6.400
1996 6,280,000.00 6.500
1997 6,770,000.00 6.600
1998 7,260,000.00 6.700
1999 7,685,000.00 6.800
2000 8,300,000.00 6.850
2001 8,955,000.00 6.900
2004 30,665,000.00 5.750
2007 37,885,000.00 5.750
The City Council hereby determines that the maximum rate of
interest which may be paid on the Bonds equals the highest interest
rate set forth above. Each Bond shall bear interest from the inter-
est payment date next preceding the date of its authentication,
unless such Bond is authenticated on an interest payment date, in
which event from such interest payment date, or unless such Bond is
authenticated as of a day during the period from the day after the
record date immediately preceding an interest payment date to such
interest payment date, inclusive, in which event such Bond shall bear
interest from such interest payment date; provided, however, that if
the date of authentication of any Bond shall be prior to
September 15, 1986, such Bond shall bear interest from March 1, 1986;
provided, further, that if, as shown by the records of the Registrar,
interest on the Bonds shall be in default, Bonds issued in exchange
for Bonds surrendered for transfer or exchange shall bear interest
from the interest payment date to which interest has been paid in
full on the Bonds surrendered or if no interest has been paid,
March 1, 1986.
The Bonds maturing in the years 1987 to 2001, inclusive,
are sometimes referred to herein as .seria1 Bonds. and the Bonds
maturing in the years 2004 and 2007 are sometimes referred to herein
as "term Bonds..
SBC'l'IOR 6. Place of paYJlellt. Each Bond shall bea r
interest from its date until the principal sum thereof has been paid;
provided, however, that if at the maturity date of any Bond or if the
-11-
same is redeemable and has been duly called for redemption, funds are
available for the payment or redemption thereof in full accordance
with the terms of this Resolution, said Bonds shall then cease to
bear interest. The Bonds and the interest thereon shall be payable
in lawful money of the United States of America at the Corporate
Agency Division of Bank of America National Trust and Savings
Association in Los Angeles or San Francisco, California, or at the
option of the holder, at any other paying agent of the City in New
York, New York. Interest on the Bonds shall be payable by check or
draft mailed to the registered owner on the registration records
maintained by the Registrar, determined as of the close of business
on the 15th day of the calendar month immediately preceding an inter-
est payment date (including the date on which the principal of a Bond
is to be paid).
SBCTION 7. Bxecution and Authorization of Bonds. The
Mayor of the City and the Treasurer are hereby authorized and
directed to sign the Bonds by their printed, lithographed or engraved
facsimile signatures, and the City Clerk of the City is hereby autho-
rized and directed to countersign the Bonds by his or her facsimile
signature and to affix thereto or otherwise reproduce thereon the
corporate seal of the City.
The Bonds shall bear thereon a certificate of authentica-
tion, in substantially the form set forth in Section 24 of the
Resolution, executed manually by the Registrar. Only such Bonds as
shall bear thereon such certificate of authentication shall be enti-
tled to any right or benefit under the Resolution and no Bond shall
be valid or obligatory for any purpose until such certificate of
authentication shall have been duly executed by the Registrar. Such
certificate of the Registrar upon any Bond executed on behalf of the
City shall be conclusive evidence that the Bond so authenticated has
been duly authenticated and delivered under the Resolution and that
the owner thereof is entitled to the benefits of the Resolution.
SBCTIOR 8. Registration and Transfer. The Bonds shall
be issued in fully registered form. The Bonds shall be transferable
only upon the books of the City, which shall be kept for such pur-
poses at the Securities Services Division in San Francisco of the
Registrar, bf the registered owner thereof in person or by his attor-
ney duly authorized in writing, upon surrender thereof together with
a written instrument of transfer satisfactory to the Registrar duly
executed by the registered owner or his duly authorized attorney.
Upon the transfer of any such registered Bond, the Registrar shall
issue in the name of the transferee a new registered Bond or Bonds of
the same aggre9ate principal amount and maturity as the surrendered
Bond. The Reglstrar may, with the concurrence of the City, designate
an additional office where transfer of registered Bonds may be
effected by the Registrar provided in this Section.
-12-
The city and each paying agent may deem and treat the
person in whose name any Bond shall be registered upon the books of
the City as the absolute owner of such Bond, whether such Bond shall
be overdue or not, for the purpose of receiving payment of, or on
account of, the principal or redemption price, if any, of and inter-
est on such Bond and for all other purposes, and all such payments so
made to any such registered owner or upon his order shall be valid
and effectual to satisfy and discharge the liability upon such Bond
to the extent of the sum or sums so paid, and neither the City nor
any paying agent shall be affected by any notice to the contrary.
The City agrees to indemnifY and save each paying agent harmless from
and against any and all loss, cost, charge, expense, judgment or
liability incurred by it, acting in good faith and without negligence
under the Resolution, in so treating such registered owner.
In all cases in which the privilege of exchanging Bonds or
transferring registered Bonds is exercised, the Registrar shall
authenticate and deliver Bonds in accordance with the provisions of
the Resolution. All Bonds surrendered in any such exchanges or
transfers shall forthwith be delivered to the Registrar and cancelled
by the Registrar and returned to the City. For every such exchange
or transfer of Bonds, whether temporary or definitive, the City or
the Registrar may make a charge sufficient to reimburse it for any
tax, fee or other governmental charge required to be paid with
respect to such exchange or transfer. Neither the City nor the
Registrar shall be required to transfer or exchange any Bonds for a
period of 15 days next preceding any selection of Bonds to be
redeemed or thereafter until after the first publication or mailing
of any notice of redemption or any Bonds called for redemption.
SECTION 9. Redemption of Bonds. The Bonds maturing on
or after October 1, 1996 (except the Bonds maturing October 1, 2004
and October 1, 2007) may be redeemed prior to maturity, at the option
of the City, on and after April 1, 1996, in whole at any time or in
part on any interest payment date, at the following redemption
prices, expressed as a percentage of the principal amount, together
with accrued interest to the date of redemption:
Redeaption Periods
(Dates Inclusive)
Redellption price
102%
101
100
April 1, 1996 through March 31, 1997
April 1, 1997 through March 31, 1998
April 1, 1998 through thereafter
The Bonds maturing on October 1, 2004 and October 1, 2007
may be redeemed prior to maturity at the option of the City on or
after April 1, 1996, in whole at any time or in part on any interest
payment date, at the principal amount thereof, together with accrued
interest to the date of redemption.
-13-
The term Bonds are also subject to mandatory sinking fund
redemption prior to maturity at the principal amount thereof plus
accrued interest to the redemption date as provided in Section 13
hereof. The term Bonds to be so redeemed shall be selected by lot
within the maturity to which such redemption relates.
Allor any of the Bonds subject to redemption may be called
for redemption at anyone time. If less than all of the Bonds are
redeemed at anyone time, such Bonds shall be redeemed by lot within
each maturity. The interest payment date on which Bonds which are
called are to be presented for redemption is herein sometimes called
the "redemption date."
(a) Notice of Redeaption. The Registrar shall, at least
30 days but not more than 60 days prior to the redemption date, mail
by first class, postage prepared, a notice to the registered owners
thereof at the addresses appearing on the registration records main-
tained by the Registrar, as of the date of such notice of the
intended redemption of the Bonds. The notice of redemption shall (a)
state the redemption date; (b) state the redemption price; (c) state
the numbers and date of maturity of the Bonds to be redeemed; pro-
vided, however, that whenever any call includes all of the outstand-
ing Bonds subject to redemption, the numbers of the Bonds need not be
stated; (d) require that such Bonds be surrendered at the Corporate
Agency Division of Bank of America National Trust and Savings
Association in Los Angeles or San Francisco, California, or at the
option of the holder, at any other paying agent of the City in New
York, New York; and (e) give notice that further interest on such
Bonds will not accrue after the designated redemption date. If this
Resolution is amended to permit the Bonds to be issued in coupon
form, a similar notice of the intended redemption shall be published
once in a newspaper of general circulation in the City of Anaheim,
California, and once in a daily newspaper or financial journal pub-
lished in or near the Borough of Manhattan, New York, said pUblica-
tions to be at least 30 days but not more than 60 days prior to the
redemption date.
The actual receipt by the holder of any Bond of notice of
such redemption shall not be a condition precedent to redemption, and
failure to receive such notice shall not affect the validity of the
proceedings for redemption of such Bonds or the cessation of interest
on the redemption date. The mailed notice or notices required by
this section shall be given by the Registrar. A certificate by the
Registrar that notice of call and redemption has been given to hold-
ers of registered Bonds as herein provided shall be conclusive as
against all parties, and no bondholder whose Bond is called for
redemption may object thereto or object to the cessation of interest
on the redemption date fixed by any claim or showing that he failed
to receive actual notice of call and redemption.
-14-
(b) Redemption pund. Prior to the redemption date there
shall be established a redemption fund to be described as the
Electric Revenue Bonds Redemption Fund (herein referred to as the
"Redemption Fund"), and prior to the redemption date there shall be
set aside in the Redemption Fund moneys available for the purpose and
sufficient to redeem, at the prices payable as in this Resolution
provided, the Bonds designated in such notice of redemption. Said
moneys shall be set aside in the Redemption Fund solely for that pur-
pose and shall be applied on or after the redemption date to payment
of the Bonds to be redeemed upon presentation and surrender of such
Bonds. Any accrued interest due on or prior to the redemption date
upon Bonds shall be paid from the Bond Service Account. If, after
all of the Bonds have been redeemed and cancelled or paid and can-
celled, there are moneys remaining in the Redemption Fund, said
moneys shall be transferred to the Revenue Account; provided, how-
ever, that if said moneys are part of the proceeds Qf refunding bonds
said moneys shall be transferred to the fund or account created for
the payment of principal of and interest on such refunding bonds.
The Redemption Fund may also be used to provide for the redemption of
outstanding Parity Bonds.
(c) Bffect of the Rotice of Redeaption. When notice of
redemption has been given, and when the amount necessary for the
redemption of the Bonds called for redemption is set aside for that
purpose in the Redemption Fund, the Bonds designated for redemption
shall become due and payable on the redemption date, and upon presen-
tation and surrender of said Bonds at the place specified in the
notice of redemption, such Bonds shall be redeemed and paid at said
redemption price out of the Redemption Fund, and no interest will
accrue on such Bonds called for redemption after the redemption date
specified in such notice, and the holders of said Bonds so called for
redemption after such redemption date shall look for the payment of
such Bonds only to said Redemption Fund. All Bonds redeemed shall be
cancelled forthwith and shall not be reissued. All unpaid interest
payable at or prior to the redemption date upon shall continue to be
payable to the respective registered owners of such Bonds, or their
order, but without interest thereon.
S~IOR 10. Punds and Accounts. A. The Treasurer shall
continue to maintain the following funds and accounts, heretofore
created under the 1972 Bond Resolution, the 1976 Bond Resolution and
Resolution No. 76R-276 of the City Council and pursuant to Section
1210 of the City Charter, so long as any of the Bonds remain
outstanding:
(1) Electric Revenue Fund, and the following accounts
within said fund:
(a) Electric Revenue Bonds, Bond Service Account
(the "Bond Service Account");
-15-
(b) Electric Revenue Bonds, Issue of 1972,
Electric System Maintenance and Operation Account (the
-M&O Account"); and
(c) Electric Revenue Bonds, Issue of 1972,
Electric System Renewal and Replacement Account (the
"R&R Account"); and
(2) Electric System Surplus Revenue Fund (the
"Surplus Fund").
B. The Fiscal Agent shall continue to maintain the follow-
ing funds so long as any of the 1972 Bonds remain outstanding:
(1) Electric Revenue Bonds, Issue of 1972, Electric
System Revenue Bond and Interest Fund (the "Bond Service
Fund"); and
(2) Electric Revenue Bonds, Issue of 1972, Electric
System Revenue Bond Reserve Fund (the "Reserve Fund").
From and after the retirement of all of the 1972 Bonds (or
the date on which provision for such retirement has been made so that
they are no longer outstanding within the meaning of the 1912 Bond
Resolution) the Reserve Fund shall be maintained by the Treasurer so
long as any of the Bonds remain outstanding.
c. The Treasurer shall continue to maintain the following
accounts in the Electric Revenue Fund so long as any of the 1980
Bonds remain outstanding:
(1) Electric Revenue Bonds, Issue of 1980,
Construction Account (the "1980 Construction Account");
(2) Electric Revenue Bonds, Issue of 1980, Interest
During Construction Account (the "1980 IDC Account"); and
(3) Electric Revenue Bonds, Issue of 1980, Sinking
Account (the -1980 Sinking Account").
D. The Treasurer shall continue to maintain the following
accounts in the Electric Revenue Fund so long as any of the 1983
Bonds remain outstanding:
(1) Electric Revenue Bonds, Issue A of 1983,
Construction Account (the "1983 A Construction Account");
and
(2) Electric Revenue Bonds, Issue B of 1983,
Construction Account (the "1983 B Construction Account").
-16-
E. The Treasurer shall continue to maintain the following
accounts in the Electric Revenue Fund so long as any of the Bonds
remain outstanding:
(1) Electric Revenue Bonds, Electric System Revenue
Account (the "Revenue Account");
(2) Electric Revenue Bonds, Interest During
Construction Account (the "IDC Account"); and
(3) Electric Revenue Bonds Sinking Account (the
"Sinking Account").
F. The following additional account is hereby created in
the Electric Revenue Fund and shall be maintained by the Treasurer so
long as any of the Bonds remain outstanding:
(1) Electric Revenue Bonds, Issue of 1986, Cost of
Issuance Account (the "1986 Costs of Issuance Account").
G. Additional accounts in the Electric Revenue Fund may be
created by subsequent resolutions of the City Council.
SBCTIOB 11. Disposition of Bond Proceeds and certain
Available Moneys.
A. Simultaneous with the issuance and delivery of the
Bonds, the following transfers and deposits of moneys which are
attributable to, or derived from proceeds of, the Bonds, shall be
made:
(1) The amount necessary, if any, to cause the amount
in the Reserve Fund to equal the Maximum Annual Debt
Service for the 1972 Bonds, the 1976 Bonds, the 1980 Bonds,
the 1982 Bonds, the 1983 Bonds, and the Bonds shall be
transferred to the Fiscal Agent and deposited in the
Reserve Fund.
(2) An amount which, when combined with amounts
transferred to the Escrow Account as provided in
Paragraphs Band C of this Section 11, shall be sufficient
to purchase Escrow Securities (as defined in the Escrow
Agre..ent), the principal and interest on which when due,
will provide moneys which will be sufficient to pay (a) the
principal of and redemption price on April 1, 1993 of the
Refunded Bonds and (b) interest to become due on the
Refunded Bonds on and prior to April 1, 1993.
(3) The amount of the accrued interest received by
the City with respect to the Bonds shall be deposited in
the Bond Service Account.
-17-
(4) The remainder of the original proceeds of the
Bonds shall be deposited in the 1986 Costs of Issuance
Account.
B. Simultaneous with the issuance and delivery of the
Bonds, all or any portion of the moneys in the Reserve Fund, if any,.
in excess of an amount sufficient to provide a balance in the Reserve
Fund equal to Maximum Annual Debt Service (upon the authentication
and delivery of the Bonds) and specified in writing by the Public
utilities General Manager, Public utilities-Assistant General
Managers, City Treasurer or Finance Director of the City, shall be
transferred to the Escrow Fund.
C. Simultaneous with the delivery of the Bonds, that por-
tion of the moneys in the Bond Service Account (constituting moneys
previously held in such Account) equal to the amount of interest
scheduled to be paid on April 1, 1986 with respect to the Refunded
Bonds and specified in writing by the Public Utilities General
Manager, Public utilities-Assistant General Managers, City Treasurer
or Finance Director of the city, shall be transferred to the Escrow
Account.
SB~IOR 12. Revenue AccolDlt. The Treasurer shall
deposit the Gross Revenues of the Enterprise as received in the
Revenue Account. On or before the twentieth day of each calendar
month, the Finance Director shall withdraw the entire amount on
deposit in the Revenue Account and shall allocate and deposit such
amount in the indicated priority to the following accounts and
fun ds .
SEC'lIOH 13. Bond Service Account; IDe Account; Sinking
Account. First, so long as any of the Bonds are outstanding, in
addition to but on a parity with the transfers to the Bond Service
Fund and the 1980 Sinking Account required by Section 14 of the 1972
Bond Resolution and Section 13 of the 1980 Bond Resolution:
A. The Finance Director shall allocate to the Bond Service
Account the fOllowing amounts:
(1) one-sixth of the interest which will become due
and payable on the outstanding Bonds and parity Bonds
(other than the 1972 Bonds) within the next ensuing six
months, except that, with respect to any interest payment
date, the monthly sum allocated shall be the interest which
will become due and payable on such interest payment date
less any portion of such interest which has been provided
for (a) in the case of the 1980 Bonds, by the transfers to
the Debt Service Account fran the 1980 roc Account required
pursuant to the 1980 Resolution, the transfers required
with respect to the 1980 Bonds pursuant to Section 13(B)
hereof, or any other transfers required with respect to the
-18-
1980 Bonds by any parity Bond Resolution, (b) in the case
of the Bonds, by the transfers required with respect to the
Bonds pursuant to Section 13(C) hereof, or any other trans-
fers required with respect to the Bonds by any Parity Bond
Resolution, and (c) in the case of any other parity Bonds,
any transfers required with respect to such Parity Bonds by
any other Parity Bond Resolution; and
(2) one-twelfth of the principal amount which will
mature and be payable on the outstanding serial Bonds and
serial Parity Bonds (other than the 1972 Bonds) within the
next ensuing twelve months.
B. The Finance Director shall allocate to the Sinking
Account, each month during the twelve-month period preceding the
dates set forth below, in addition to any amounts which may be speci-
fied in any Parity Bond Resolution with respect to any term Parity
Bonds to be issued by the City in the future, one-twelfth of the
amount set forth below in order to pay the principal of the respec-
tive amounts of term Bonds which shall be called and redeemed on the
dates set forth below, unless such amounts are used to purchase term
Bonds as provided in this Section:
Term Bonds Maturing October 1, 2004
Sinking Account
Redelllption Date
(October 1)
Mount:
2002
2003
2004 (final maturity)
$ 9 , 5 90 ,000
10,200,000
10,875,000
Term Bonds Maturing October 1, 2007
Sinking Account
Redeaption Date
(October 1)
MOunt
2005
2006
2007 (final maturity)
$ 11,550,000
12,735,000
13,600,000
C. In any event, such sums shall be allocated from the
Revenue Account to the Bond Service Account and the Sinking Account
so that the full amount required to pay, as it becomes due, the
interest on said Bonds and Parity Bonds (other than the 1972 Bonds)
and any installment of principal on said Bonds and Parity Bonds
(other than the 1972 Bonds and, with respect to sinking fund
-19-
payments, the 1980 Bonds) shall be set aside in the Bond Service
Account and the Sinking Account at least five days prior to the date
the installment of interest or principal becomes due.
If for any reason in any month there are insufficient
amounts in Revenue Account to make all required deposits in the Bond"
Service Account, the Bond Service Fund, the 1980 Sinking Account and
the Sinking Account, then the amounts available shall be allocated
pro rata towards the required deposits and the deficiencies shall be
added to and become a part of the allocations required for the fol-
lowing calendar month.
Any moneys required to be set aside in the Bond Service
Account or the Sinking Account may be prepaid in whole or in part by
being earlier set aside therein, and in that event the monthly allo-
cation which has been so prepaid need not be made at the time
appointed therefor. Each monthly transfer may be reduced by an
amount equal to any investment income received during its preceding
calendar month on moneys in the Bond Service Account or the Sinking
Account.
The Bonds shall recite that they are payable from the
Electric Revenue Fund, but notwithstanding such recital shall be paid
from the Bond Service Account, or from the Redemption Fund estab-
lished in accordance with Section 9(b) of this Resolution.
Moneys in the Sinking Account shall be used to redeem any
outstanding term Bonds and parity term bonds (other than the 1972
Bonds and the 1980 Bonds) at the times and in the amounts as provided
i.n this Section and any parity Bond Resolution. Any such call and
redemption of term Bonds shall be made in accordance with Section 9
hereof, and for that Qurpose moneys in the Sinking Account may be
transferred to the Reoemption Fund for the payment of principal upon
redemption of any term Bonds called for redemption prior to
maturity.
Moneys in the Sinking Account may also be used, prior to
the date when any term Bonds or parity term bonds (other than 1972
Bonds or 1980 Bonds) are selected by lot, in lieu of (or partially in
lieu of) mandatory call and redemption on the next succeeding sinking
fund redemption date, for the purchase of any such term Bonds or
parity teeD bonds (other than 1972 Bonds or 1980 Bonds) at a purchase
price (including brokerage and other fees) not exceeding par plus
accrued interest.
If after all of the Bonds and any Parity Bonds have been
redeemed and cancelled or paid and cancelled (or provision is made
therefor) there are moneys remaining in the Bond Service Account, the
Sinking Account or the Reserve Fund, said mon~s may be transferred
to the Revenue Account.
-20-
SBCTIOR 14. M&O Account. Second, so long as any of the
Bonds are outstanding, the Finance Director shall allocate to the M&O
Account amounts sufficient for the payment of the Maintenance and
Operation Expenses of the Enterprise as said expenses become due and
payable. Amounts in the M&O Account shall be used solely to pay
Maintenance and Operation Expenses.
SBCTIOR IS. Reserve Pond. Third, so long as any of the
Bonds are outstanding, the Finance Director shall transfer to the
Reserve Fund an amount sufficient to provide a balance in the Reserve
Fund equal to Maximum Annual Debt Service.
Moneys in the Reserve Fund shall be used solely for the
purpose of paying the principal of and interest on the outstanding
Bonds and any outstanding Parity Bonds, in the event that moneys in
the Bond Service Fund (in the case of the 1972 Bonds) or the Bond
Service Account or the 1980 Sinking Account (in the case of the 1980
Bonds), or the Bond Service Account or the Sinking Account (in the
case of the Bonds and any other Parity Bonds) are insufficient
therefor. For that purpose, the Fiscal Agent or the Treasurer, as
appropriate, shall withdraw and transfer sufficient moneys fram the
Reserve Fund to the Bond Service Fund, the Bond Service Account, the
1980 Sinking Account or the Sinking Account, as the case may be. If
at any time the moneys in the Reserve Fund are insufficient to make
all such required transfers, the available moneys in the Reserve Fund
shall be distributed pro rata towards the required deposits.
Prior to the transfer from the Revenue Account pursuant to
Section 12 hereof in each month, moneys in the Reserve Fund in excess
of Maximum Annual Debt Service may be withdrawn fram the Reserve Fund
and transferred to the Revenue Account.
If on the first day of a Fiscal Year in which the Maximum
Annual Debt Service calculated excluding such Fiscal Year is less
than the Maximum Annual Debt Service calculated including such Fiscal
Year (in both cases after giving effect to any proposed redemption or
refunding of any outstanding Bonds or Parity Bonds during such Fiscal
Year), then in each month during such Fiscal Year, prior to the
transfer from the Revenue Account pursuant to Section 12 in each
month, there may be transferred from the Reserve Fund to the Revenue
Account an amount equal to one-twelfth of the difference between the
two calculations of Maximum Annual Debt Service. For purposes of
calculating amounts required to be in the Reserve Fund during such
Fiscal Year, the amounts so transferred shall be deemed to be on
deposit in the Reserve Fund. Such amounts shall be used only for the
purposes set forth in Section 3 hereof or to pay the principal of
Bonds or Parity Bonds at maturity, by redemption or by purchase at a
purchase price (including brokerage and other fees) not exceeding par
plus accrued interest.
-21-
SBCTIOR 16. RiR Account. Fourth, so long as any of the
Bonds are outstanding, the Finance Director shall allocate to the R&R
Account an amount equal to 1% of the Gross Revenues received in the
preceding calendar month until a balance is established, or reestab-
lished, therein equal to 2% of the depreciated book value of the
land, general plant and equipment which constitute the net utility
plant of the Enterprise. The moneys contained in the R&R Account
shall be used for transfer to the Bond Service Account, to the Bond
Service Fund, to the 1980 Sinking Account or to the Sinking Account,
as the case may be, to prevent default in payment of the principal
and interest on the Bonds or any Parity Bonds, or for extraordinary
maintenance and repairs, renewals and replacements to the Enterprise,
but not for additions to and extensions of the Enterprise: provided,
however, that when moneys are used for such purpose or purposes, they
shall be returned by the transfer of an additional 1% of the Gross
Revenues of the preceding calendar month commencing no later than
90 days after such use, until such balance is reestablished.
If at any time the balance in the R&R Account exceeds the
mlnlmum balance herein identified, said excess may be transferred to
the Revenue Account.
SBCTIOR 17. Surplus PuDd. All moneys remaining in the
Revenue Account after all transfers required hereunder have been
made, and all covenants contained herein have been duly performed,
shall be transferred to the Surplus Fund.
Moneys in the Surplus Fund not required to be transferred
for any other purpose to any other account in the Electric Revenue
Fund pursuant to this Section or any Parity Bond Resolution shall be
applied to the payment of the principal of and interest on the City's
Electric Revenue Anticipation Notes issued pursuant to Section 1210
of the City Charter and Ordinance No. 4417 to the extent required by
the resolution(s) pursuant to which such notes are issued and there-
after, to the extent available, may be (1) used for the redemption of
any outstanding Bonds or Parity Bonds which are subject to call and
redemption prior to maturity or for the purchase fram to time in the
open market of any outstanding Bonds or Parity Bonds whether or not
subject to call and redemption (irrespective of the maturity or
number of such Bonds or Parity Bonds) at prices and in such manner,
either at public or private sale, or otherwise, as the Treasurer in
his or her discretion may determine, but such purchase price
(including brokerage and other charges, but excluding accrued
interest) shall not exceed the principal amount or the redemption
price of the callable Bonds or Parity Bonds on the next redemption
date, whichever is less; or (2) used for any lawful purpose of the
City, including but not limited to the secur1ty and payment of other
indebtedness incurred in connection with the Enterprise.
SBCTIOR 18. Investaents. Ob 1 i gat ion s pur c has e d as
investments of moneys in any of the funds and accounts in which
-22-
investments are authorized shall be deemed at all times to be a part
of such funds and accounts and any income realized from such invest-
ments shall be credited to such funds and accounts and any losses
resulting from such investments shall be charged to such funds and
accounts; provided, however, that any income derived fram investment
of proceeds of the 1983 Bonds in the IDC Account shall, when
received, be transferred to the 1983 A Construction Account and the
1983 B Construction Account, proportionately with the respective
original principal amounts of 1983 A Bonds and 1983 B Bonds. The
Fiscal Agent or the Treasurer, as the case may be, shall sell at the
best price obtainable or present for redemption any obligations so
purchased whenever it may be necessary to do so in order to provide
moneys to meet any payment or transfer from such funds and accounts.
For the purpose of determining at any given time the balance in any
such funds and accounts, any such investments constituting a part of
such funds and accounts shall be valued at the then estimated or
appraised market value of such investments. Moneys in all funds and
accounts described in Section 10 hereof shall be invested only in
Authorized Investments, except that so long as any of the 1972 Bonds
are outstanding, amounts in the Revenue Account, the M&O Account, the
R&R Account, the Bond Service Fund and the Reserve Fund shall be
invested only in direct obligations of or obligations guaranteed by
the United States of America, or certificates of deposit of recog-
nized banks or trust companies fully secured by direct obligations of
or obligations guaranteed by the United States of America. All
investments of moneys in such funds and accounts shall mature not
later than such times as the Treasurer estimates such moneys shall be
needed for the purposes for which such moneys are held.
SBCTIOB 19. Warran~y. The City shall preserve and pro-
tect the security of the Bonds and the rights of the bondholders and
warrant and defend their rights against all claims and demands of all
persons.
SBCTIOB 20. Covenants. So long as any of the Bonds are
outstanding, the City makes the following covenants with the bond-
holders under the provisions of Section 1210 of the City Charter (to
be performed by the City or its proper officers, agents or employees)
which covenants are necessary, convenient and desirable to secure the
Bonds and tend to make them more marketable; provided, however, that
said covenants do not require the City to expend any moneys other
than the Gross Revenues of the Enterprise.
COVenant 1. Punctual Payment. The City covenants that it
will duly and punctually payor cause to be paid the principal of and
interest on every Bond issued hereunder, together with the premium
thereon, if any be payable, on the date, at the place and in the
manner mentioned in the Bonds and coupons and in accordance with this
Resolution, and that the payments into the Bond Service Account, the
Sinking Account and the Reserve Fund will be made, all in strict
conformity with the terms of the Bonds and of this Resolution, and
-23-
that it will faithfully observe and perform all of the conditions,
covenants and requirements of this Resolution and all resolutions
supplemental thereto and of the Bonds issued hereunder, and that time
of such payment and performance is of the essence of the City's con-
tract with the bondholders.
Covenant 2. Discharge Cl~. The City covenants that in
order to preserve and protect the priority and security of the Bonds
the City shall pay from amounts available in the O&M Account and dis-
charge all lawful claims for labor, materials and supplies furnished
for or in connection with the Enterprise which, if unpaid, may become
a lien or charge upon the property or Gross Revenues of the
Enterprise prior or superior to the lien of the Bonds and impair the
security of the Bonds. The City shall also pay from amounts avail-
able in the O&M Account all taxes and assessments or other governmen-
tal charges lawfully levied or assessed upon or in respect of the
Enterprise or upon any part thereof or upon any of the revenues
thereof.
Covenant 3. Operate BDterprise in Bfficient and Bconcaical
Manner. The City covenants to operate the Enterprise in an efficient
and economical manner and to operate, maintain and preserve the
Enterprise in good repair and working order.
Covenant 4. Against Sale, Bainent Do.ain, Bxisting and
Future Agreements. Except as provided herein, the City covenants
that the Enterprise shall not be mortgaged or otherwise encumbered,
sold, leased, pledged, any charge placed thereon, or disposed of as a
whole or substantially as a whole unless such sale or other disposi-
tion be so arranged as to provide for sums adequate to provide for
the immediate payment of the principal of and interest on and premi-
ums, if any, due upon the call and redemption thereof, of the Bonds.
The City further covenants that the Gross Revenues of the Enterprise
or any other funds pledged or otherwise made available to secure pay-
ment of the principal of and interest on the Bonds shall not be mort-
gaged, encumbered, sold, leased, pledged, any charge placed thereon,
or disposed of or used except as authorized by the terms of this
Resolution. The city further covenants that it will not enter into
any agreement which impairs the operation of the Enterprise or any
part of it necessary to secure adequate revenues to pay the principal
of and interest on the Bonds or which otherwise would impair the
rights of the bondholders with respect to the Gross Revenues of the
Enterprise. If any substantial part of the Enterprise is sold, the
payment therefor shall either be used for the acquisition and/or con-
struction of improvements and extensions of the Enterprise or shall
be placed in the appropriate funds or accounts and shall be used to
payor call and redeem the outstanding Bonds and any parity Bonds in
the manner provided in this Resolution or in any Parity Bond
Resolution.
-24-
The city covenants that any amounts received as awards as a
result of the taking of all or any part of the Enterprise by the
lawful exercise of eminent domain, if and to the extent that such
right can be exercised against such property of the City, shall
either be used for the acquisition and/or construction of improve-
ments and extension of the Enterprise or shall be placed in the
appropriate funds or accounts and shall be used to payor call and
redeem the outstanding Bonds and any Parity Bonds in the manner pro-
vided in this Resolution or in any parity Bond Resolution.
The City will not sell, lease or otherwise encumber any
part of the Enterprise except properties or facilities no longer
useful or necessary to its efficient and economical operation. Any
proceeds from the sale or disposition of any part of the Enterprise
shall be placed in the Revenue Account.
Covenant 5. Insurance. The City covenants that it shall
at all times maintain with responsible insurers all such insurance on
the Enterprise as is customarily maintained by similar utilities sys-
tems with respect to works and properties of like character against
accident to, loss of or damage to such works or properties and
against loss of revenues. If any useful part of the Enterprise shall
be damaged or destroyed such part shall be restored to use. The
money collected from insurance against accident, loss or damage shall
be used for repairing or rebuilding the lost, damaged or destroyed
works and properties, and to the extent not so applied, shall be
applied to the retirement of outstanding Bonds and any Parity Bonds
issued for the Enterprise and for such purpose paid into the appro-
priate funds or accounts. The money collected from any loss of reve-
nues insurance shall be deposited in the Revenue Account.
The City shall also maintain with responsible insurers
worker's compensation insurance and insurance against public liabil-
ity and property damage to the extent reasonably necessary and
obtainable to protect the City and the bondholders.
Notwithstanding the foregoing, the City may provide any
insurance required by this Covenant 5 through a self-insurance
program.
Covenant I. Records and Accounts. The City covenants
that it shall keep proper books of record and accounts of the
Enterprise, separate from all other records and accounts, in which
complete and correct entries shall be made of all transactions relat-
ing to the Enterprise. Said books shall at all times be subject to
the inspection of the holders of not less than 10% of the outstanding
Bonds or their representatives authorized in writing.
The City covenants that it will cause the books and
accounts of the Enterprise to be audited annually by an independent
certified public accountant or firm of certified public accountants
-25-
and shall furnish a copy of the audit report, upon request, to any
bondholder.
Covenant 7. Collection of Charges. The City will permit
no free use or services of the Enterprise. The City will pay
promptly into the Revenue Account from the City's General Fund (9r
other available funds) for all City use and services of the
Enterprise. The City will not grant or establish within any class of
service preferential or discriminatory rates, fees or charges for use
and services of the Enterprise. For the purposes of setting such
rates, fees and charges, service located outside the city limits of
the City of Anaheim may be considered as separate classes of
service. The City covenants that it shall at all times during the
period any of the Bonds are outstanding maintain and enforce valid
regulations for the payment of bills for electric service and that
such regulations shall at all times during such period provide that
the City shall discontinue electric service to any user whose elec-
tric bill has not been paid within the time fixed by said
regulations.
Covenant 8. Rates and Charges. The City shall and hereby
covenants that it shall prescribe, revise and collect such charges
for the services and facilities of the Enterprise which, after making
allowances for contingencies and error in the estimates, shall be at
least sufficient to pay the following amounts in the order set
forth:
(a) The interest on and principal payments (including
any sinking account payments) of the outstanding Bonds and
parity Bonds as they become due and payable;
(b) All current expenses for the necessary and rea-
sonable Maintenance and Operation Expenses of the
Enterprise as said expenses become due and payable:
(c) All payments required for compliance with this
Resolution including transfers required to be made from the
Revenue Account to other funds and accounts; and
(d) All payments required to meet any other obliga-
tions of the City which are charges, liens or encumbrances
upon or payable from the Gross Revenues of the Enterprise;
and the charges shall be so fixed that the Net Revenues shall at
least equal 1.10 times the amounts payable under (a), provided that
so long as any of the 1972 Bonds remain outstanding said charges
shall be so fixed that the Net Revenues shall at least equal 1.25
times the amounts payable under (a). For purposes of this Section,
Net Revenues shall include all investment income on all accounts
established in the Electric Revenue Fund and on all other funds
-26-
established for the benefit of the holders of outstanding Bonds or
Parity Bonds.
Covenant 9. No Priority for Additional Indebtedness.
The City covenants that no additional indebtedness shall be incurred
pursuant to Section 1210 and other provisions of the City Charter or
any law of the State of California having any priority in payment of
principal or interest out of the Gross Revenues of the Enterprise
over the Bonds.
Covenant 10. Liaits on Parity~. (a) Parity bonds
may be issued to finance or re-finance any repairs, improvements,
enlargements or extensions of the Enterprise, provided that the City
covenants that no such additional indebtedness evidenced by revenue
bonds, revenue notes or any other evidence of indebtedness payable
out of the Gross Revenues of the Enterprise and ranking on a parity
with the Bonds shall be created or incurred unless:
Pirst: The City is not in default under the
terms of this Resolution.
Second: The Net Revenues of the Enterprise,
calculated on sound accounting principles, as shown by
the books of the City for each of the last two com-
pleted Fiscal Years prior to the adoption of the reso-
lution approving the sale of such additional indebted-
ness as shown by an audit certificate or opinion of an
independent certified public accountant or firm of
certified public accountants employed by the City,
plus, at the option of the City, the allowance for
earnings hereinafter set forth in subparagraph (c) of
this covenant, shall have amounted to at least 1.10
times the Annual Debt Service in the Fiscal Year next
succeeding the Fiscal Year in which such additional
indebtedness is incurred on all outstanding Bonds and
Parity Bonds, and, so long as any of the 1972 Bonds
remain outstanding, at least 1.25 times the Maximum
Annual Debt Service in any Fiscal Year thereafter on
all indebtedness to be outstanding immediately subse-
quent to the incurring of such additional
indebtedness.
(b) Parity Bonds may also be issued to refund outstanding
Bonds or parity Bonds if, after giving effect to the application of
the proceeds thereof either (i) Annual Debt Service will not be
increased in any Fiscal Year in which Bonds or Parity Bonds
(outstanding on the date of issuance of such refunding Parity Bonds,
but excluding such refunding parity Bonds) not being refunded are
outstanding, or (ii) the Net Revenues of the Enterprise, calculated
on sound accounting principles, as shown by the books of the City for
each of the last two completed Fiscal Years prior to the adoption of
-27-
the resolution approving the sale of such additional indebtedness as
shown by an audit certificate or opinion of an independent certified
public accountant or firm of certified public accountants employed by
the City, plus, at the option of the City, the allowance for earnings
hereinafter set forth in subparagraph (c) of this covenant, shall
have amounted to at least 1.10 times the Annual Debt Service in the
Fiscal Year next succeeding the Fiscal Year in which such additional
indebtedness is incurred on all outstanding Bonds and parity Bonds;
provided, however, that nothing contained in this subparagraph (b)
shall limit the City's power to issue Parity Bonds to refund the out-
standing 1972 Bonds as a whole.
(c) For the purposes of this covenant, the following may be
added to the Gross Revenues of the Enterprise for the purpose of
applying the restrictions contained in this covenant:
An allowance for earnings arising from any
increase in the charges made for service from the
Enterprise which has become effective prior to the
incurring of such additional indebtedness but which,
during all or any part of said last two completed
Fiscal Years, was not in effect, in an amount equal to
95% of the amount by which the Gross Revenues should
have been increased if such increase in charges had
been in effect during the whole of said last two co~
pleted Fiscal Years, as shown by the certificate or
opinion of an independent certified accountant or firm
of certified public accountants employed by the City.
(d) For purposes of this Section, Net Revenues shall
include all investment income on all accounts established in the
Electric Revenue Fund and on all other funds established for the ben-
efit of the holders of Bonds or Parity Bonds.
Covenant 11. Arbitrage. The City covenants that under no
circumstances shall any initial investment, subsequent investment or
reinvestment of the proceedS of the Bonds be made in such a manner as
to result in the loss of exemption from federal income taxation of
interest on the Bonds.
Covenant 12. ~az CovenuK. In order to maintain the
exemption from Federal income taxation of interest on the Bonds, and
for no other purpose, the City covenants to comply with each applica-
ble requirement of the Tax Reform Bill of 1985 (H.R. 3838), as
adopted by the United States House of Representatives on December 17,
1985 (the -Bill-) exce~t any such requirement with respect to which
the City receives an oplnion of counsel of recognized standing in the
field of law relating to municipal bonds to the effect that continu-
ing compliance by the City with such requirement of the Bill is not
required in order to maintain the Federal income tax exemption of
interest on the Bonds. In furtherance of this covenant, the City
-28-
agrees to comply with the H.R. 3838 Letter of Instructions (the
"Letter-) provided to the City by Mudge Rose Guthrie Alexander &
Ferdon, as Co-Bond Counsel, on the date of issuance and delivery of
the Bonds as such Letter may be amended from time to time, as a
source of guidance for compliance with the Bill. The provisions of
this Covenant 12 of Section 20 shall no longer be of any force or
effect upon receipt of an opinion of counsel of recognized standing
in the field of law relating to municipal bonds to the effect that
noncompliance with the applicable requirements of the Bill will not
change the then current Federal income tax status of the interest on
the Bonds.
Notwithstanding any other provision of the Resolution to
the contrary, upon the City's failure to observe, or refusal to
comply with, the above covenant the Holders of any Parity Bonds other
than the Bonds, shall not be entitled to exercise any right or remedy
provided to Bondholders under the Resolution or otherwise based upon
the City's failure to observe, or refusal to comply with, the above
covenant.
Covenant 13. ProvisioDS and Restrictions with Respect to
Defeasance.
(1) In the event the City shall seek, prior to the
maturity or redemption date thereof, to pay or cause to be
paid, within the meaning and with the effect expressed in
Section 28 hereof, all then outstanding Bonds, and the pro-
visions of Covenant 12 of Section 20 hereof shall then be
of any force or effect, then, notwithstanding the provi-
sions of Section 28 hereof, such Bonds shall not be deemed
to have been paid within the meaning and with the effect
expressed in Section 28 unless, in addition to all other
requirements of Section 28 hereof:
(a) The City shall have delivered to the escrow
agent for the Bonds a certificate of an authorized
officer (the -Certificate-) to the effect that:
(i) the City is then in compliance with
Covenant 12 of Section 20 hereof; and
(ii) the City has irrevocably deposited with
such escrow agent such moneys, securities,
documents and other things and issued such
irrevocable instructions to such escrow
agent and the Registrar so that any remain-
ing and continuing applicable requirements
of the Bill, with respect to the Bonds,
from compliance with which the City has not
theretofore been relieved under the
-29-
provisions of Section 28 hereof, are
ministerial and reportorial in nature; and
(iii) the City has irrevocably authorized such
escrow agent, and delegated to such escrow
agent the authority, to perform such
remaining and continuing applicable
requirements on the City's behalf, and such
escrow agent has undertaken so to do; and
(b) There shall have been delivered to such
escrow agent an opinion of counsel of recognized
standing in the field of law relating to municipal
bonds to the effect that based upon the matters set
forth in the Certificate described in (a) above and
assuming compliance by such escrow agent with its
undertaking described in (a) (iii) above, no further
action by or on the part of the City will be required
under the applicable requirements of the Bill to main-
tain the Federal income tax exemption of interest on
the Bonds.
(2) In the event the City shall seek, prior to the
maturity or redemption date thereof, to payor cause to be
paid, within the meaning and with the effect expressed in
the Resolution, less than all of the outstanding Bonds, and
the provisions of Covenant 12 of Section 20 hereof shall
then be of any force or effect, then, notwithstanding the
provisions of Section 28 hereof, the Bonds which the City
then seeks to payor cause to be paid shall not be deemed
to have been paid within the meaning and with the effect
expressed in Section 28 hereof unless there shall have been
delivered to the escrow agent for the Bonds an opinion of
counsel of recognized standing in the field of law relating
to municipal bonds to the effect that either
(i) noncompliance thereafter with the applicable provisions
of the Bill will not change the then current Federal income
tax status of the interest on such Bonds, or (ii) there are
no provisions of the Bill which must thereafter be complied
with by the City in order to maintain the Federal income
tax exemption of interest on such Bonds.
SIICl'IOB 21. Lost, Stolen, Destroyed, or Mutilated Bonds.
In the event that any Bond or any interest coupon pertaining thereto
is lost, stolen, destroyed or mutilated, the City will cause to be
issued a new Bond or coupon similar to the original to replace the
same in such manner and upon such reasonable terms and conditions,
including the payment of costs and the posting of a surety bond if
the City deems such surety bond necessary, as may from time to time
be determined and prescribed by resolution. The City may authorize
-30-
such new Bond or coupon or coupons to be signed and authenticated in
such manner as it determines in said resolution.
S~IO. 22. Cancellation of Bonds. All Bonds and cou-
pons surrendered to any paying agent of the City for payment upon
maturity or for redemption shall upon payment therefor be cancell~d
immediately. Any Bonds purchased by the City as authorized herein
together with all unpaid coupons pertaining thereto shall be can-
celled forthwith and shall not be reissued.
SECTION 23. Consent of Bondholders. The con s e n t s 0 f
bondholders provided for in this Section shall relate solely to the
amendment, waiver or modification of the covenants specified in
Section 20 hereof and shall not be effective to waive or modify any
other provisions of this Resolution or any other proceedings for the
issuance of the Bonds. Any act relating to the amendment, waiver or
modification of any of the said covenants consented to by bondholders
holding 60% in aggregate principal amount of the outstanding Bonds,
exclusive of Bonds, if any, owned by the City, shall be binding upon
the holders of all of the Bonds and shall not be deemed an infringe-
ment of any of the provisions of this Resolution, whatever the char-
acter of such act may be, and may be done and performed as fully and
freely as if expressly permitted by the terms of this Resolution, and
after such consent relating to such specified matters has been given,
no bondholder shall have any right or interest to object to such
action or in any manner to question the propriety thereof or to
enjoin or restrain the City or any officer thereof from taking any
action pursuant thereto.
Bondholders may consent by affirmative vote at a
bondholders' meeting or may consent in writing without a meeting, all
as hereinafter provided.
No such amendment, waiver or modification shall be made
which will permit (a) a change in the maturity or term of redemption
of the principal of any Bond or any installment of interest thereon
or a reduction in the principal amount of or redemption price or
redemption premium or rate of interest upon any Bond without the con-
sent of the holder of such Bond; or (b) a reduction of the percentage
of the principal amount of Bonds the vote or consent of which is
required to effect any such amendment.
(a) Calling Bondholders' lIeetinge 1ft h e C i t Y s hall
desire to obtain any such consent it may call a meeting of bondhold-
ers, by resolution, for the purpose of considering the action, the
consent to which is desired.
(b) Botiee of lIeetinge Notice specifying the purpose,
place, date and hour of such meeting shall be published once in a
financial newspaper or journal of national circulation published in
or near the City of New York, New York, not less than sixty days and
-31-
not more than ninety days prior to the date fixed for the meeting.
Such notice shall set forth the nature of the proposed action, con-
sent to which is desired. The City Clerk of the City shall, on or
before the first publication of such notice, mail a similar notice,
postage prepaid, to the respective registered owners thereof at their
addresses appearing on the Bond registry books. The place, date and
hour of holding such meeting and the date or dates of publishing and
mailing such notice shall be determined by the City, in its
discretion.
The actual receipt by any bondholder of notice of any such
meeting shall not be a condition precedent to the holding of such
meeting, and failure to receive such notice shall not affect the
validity of the proceedings thereat. A certificate by the City
Clerk, approved by resolution of the City Council, that the meeting
has been called and that notice thereof has been given as herein pro-
vided shall be conclusive as against all parties and it shall not be
open to any bondholder to show that he failed to receive notice of
such meeting.
(c) voting Qualifications. Any bondholder may, prior to
any such meeting, deliver his Bond or Bonds to any agency designated
by the City for the purpose, and shall thereupon be entitled to
receive an appropriate receipt for the Bond or Bonds so deposited,
calling for the redelivery of such Bond or Bonds at any time after
the meeting. The Treasurer shall prepare and deliver to the chairman
of the meeting a list of the names and addresses of the registered
owners of Bonds, with a statement of the maturities and serial num-
bers of the Bonds held and deposited by each of such bondholders, and
no bondholder shall be entitled to vote at such meeting unless his
name appears upon such list or unless he shall present his Bond or
Bonds at the meeting or a certificate of deposit thereof, satisfac-
tory to the City, executed by a bank or trust company. No bondholder
shall be permitted to vote with respect to a larger aggregate princi-
pal amount of Bonds than is set against his name on such list, unless
he shall produce the Bonds upon which he desires to vote, or a cer-
tificate of deposit thereof as above provided.
(d) IS8uer-owned Bonds. The City covenants that it will
present at the meeting a certificate, signed and verified by one
member of the city Council and by the Treasurer stating the maturi-
ties and serial numbers of all Bonds owned by, or held for account
of, the city, directly or indirectly. No person shall be permitted
at the meeting to vote or consent with respect to any Bond appearing
upon such such certificate, or any Bond which it shall be established
at or prior to the meeting is owned by the City, directly or indi-
rectly, and no such Bond (in this Resolution referred to as an
"issuer-owned BondR) shall be counted in determining whether a quorum
is present.
-32-
(e) Quorum and Procedure. A representation of at least
60% in aggregate principal amount of the Bonds then outstanding
(exclusive of issuer-owned Bonds) shall be necessary to constitute a
quorum at any meeting of bondholders, but less than a quorum may
adjourn the meeting from time to time, and the meeting may be held as
so adjourned without further notice, whether such adjournment shall
have been had by a quorum or by less than a quorum. The City shall,
by an instrument in writing, appoint a temporary chairman of the
meeting, and the meeting shall be organized by the election of a per-
manent chairman and a secretary. At any meeting each bondholder
shall be entitled to one vote for every $5,000 principal amount of
Bonds with respect to which he shall be entitled to vote as afore-
said, and such vote may be given in person or by proxy duly appointed
by an instrument in writing presented at the meeting. The City, by
its duly authorized representative, may attend any meeting of the
bondholders, but shall not be required to do so.
(f) Vote Required. At any such meeting held as aforesaid
there shall be submitted for the consideration and action of the
bondholders a statement of proposed action, consent to which is
desired, and if such action shall be consented to and approved by
bondholders holding at least 60% in aggregate amount of the Bonds
then outstanding (exclusive of issuer-owned Bonds) the chairman and
secretary of the meeting shall so certify in writing to the City, and
such certificate shall constitute complete evidence of consent of
bondholders under the provisions of this Resolution. A certificate
signed and verified by the chairman and the secretary of any such
meeting shall be conclusive evidence and the only competent evidence
of matters stated in such certificate relating to proceedings taken
at such meeting.
(g) Written Consent of Bondholders. If the City shall
desire to obtain any such consent in writing, without a meeting of
bondholders, the City Council may, by resolution, propose the action,
to which consent is desired. A copy of such resolution, together
with a request to bondholders for their consent to the action pro-
posed therein, shall be published once in a financial newspaper or
journal of national circulation published in or near the City of
New Yor k, New York. If any of the Bonds shall be so registered as to
be payable otherwise than to bearer, the City Clerk of the City
shall, on or before the publication of such resolution and request,
mail a copy thereof to each registered owner at the address appearing
on the bond registry books.
The actual receipt by any bondholder of such resolution and
request shall not affect the validity of the proceedings for the
obtaining of such consent. A certificate by said City Clerk,
approved by resolution of the city Council, that said resolution and
request has been published and mailed as herein provided shall be
conclusive as against all parties, and it shall not be open to any
-33-
bondholder to show that he failed to receive such resolution and
consent.
Each written consent shall be accompanied by proof of
ownership of the Bonds for which such consent is given. Proof of
ownership shall be made in such manner as shall be prescribed by the
resolution proposing the action. Any such written consent shall be
binding upon the holder of the Bonds giving such consent and on any
subsequent holder (whether or not such subsequent holder has notice
thereof) unless such consent is revoked in writing by the holder
giving such consent or by the subsequent holder. To be effective,
any revocation of consent must be filed before the adoption of the
resolution accepting consents as hereinafter provided.
After the holders of at least 60% in aggregate principal
amount of the Bonds then outstanding (exclusive of issuer-owned
Bonds) shall have consented in writing, the City Council shall adopt
a resolution accepting such consents and such resolution shall con-
stitute complete evidence of the consent of bondholders under this
Resolution.
(h) publication of Consent. Notice specifying the amend-
ment, waiver or modification that has received the consent of bond-
holders as required by this section shall be published once in a
financial newspaper or journal of national circulation published in
or near the City of New York, New York, not less than sixty days fol-
lowing the final action in the proceedings for the obtaining of such
consent. Said notice is only for the information of bondholders and
failure to publish such notice or any defect therein shall not affect
the validity of the proceedings theretofore taken in the obtaining of
such consent.
SECTIOR 24. Bond Fora. Subject to the provisions of the
Resolution, the Bonds shall be issued in registered form, and the
form of the Bonds and the Registrar's Certificate of Authentication
shall be substantially as follows:
-34-
[BOND FORM]
URITED STATES OP ARBRIC&
S'.rATE OP CALIFORHIA
COOR'rY OF ORANGE
CITY OP ANABEIII
ELBCTRIC RBVEROB BaRD, ISSOB OF 1986
No.
Interest Rate:
Maturity Date:
Dated Date:
CU SI P:
The CITY OP ANABBIII, a municipal corporation situated in
the County of Orange, State of California (the .City.), FOR VALUE
RECEIVED, hereby promises to pay, solely from the Electric Revenue
Fund, as hereinafter provided, to or registered assigns,
on the Maturity Date stated hereon, upon presentation and surrender
of this bond, the sum of OOLLARS, with interest thereon at
the Interest Rate per annum stated hereon, payable semiannually on
the first day of April and October of each and every year, commencing
October l, 1986, until the City's obligation with respect to the pay-
ment of such pr incipal sum shall be discharged. Such interest shall
be payable from the most recent interest payment date next preceding
the date hereof to which interest has been paid, unless the date
hereof is an April 1 or october 1 to which interest has been paid, in
which case from the date hereof, or unless the date hereof is prior
to September 15, 1986, in which case from March 1, 1986, or unless
the date hereof is between a record date and the next succeeding
interest payment date, in which case fram such interest payment date;
provided, further, that if, as shown by the records of the Registrar,
interest on the 1986 Bonds shall be in default, 1986 Bonds issued in
exchange for 1986 Bonds surrendered for transfer or exchange shall
bear interest from the interest payment date to which interest has
been paid in full on the 1986 Bonds surrendered or if no interest has
been paid, March l, 1986.
The terms and provisions of this bond and definitions of
certain terms used herein are continued on the reverse side of this
bond and such continued terms and provisions and definitions shall
for all purposes have the same effect as though fully set forth on
the front of the bond.
This bond shall be negotiable, subject with respect to
transfer to the provisions for registration set forth on the reverse
hereof and in the Resolution.
It is hereby certified and recited that any and all acts,
conditions and things required to exist, to happen and to be
-35-
performed precedent to and in the incurring of the indebtedness
evidenced by this bond and in issuance of this bond exist, have ha~
pened, and have been performed in due time, form and manner as
required by the Constitution and laws of the State of California and
the Ci ty Charter and that this bond, together with all other indebt-
edness of the city pertaining to the City's electric system, is:
within every debt and other limit prescribed by the Constitution and
laws of the State of California and the City Charter.
This bond shall not be entitled to any benefit under the
Resolution or be valid or become obligatory for any purpose until
this bond shall have been authenticated by the execution by the
Registrar of the Registrar's Certificate of Authentication hereon.
IN WITNBSS WHBREOF, the City of Anaheim has caused this
bond to be signed by the Mayor and the City Treasurer of the City by
their facsimile signatures, countersigned by the City Clerk of said
City by her facsimile signature, and sealed with the corporate seal
of the City, and has caused this bond to be dated March l, 1986.
lIayor
COUlftBRSIGNBD:
Ci t:y Clerk
Ci ty Treasurer
( SBAL)
-36-
[FORM OF CERTIFICATE OF AUTHENTICATION ON ALL BONDS]
REGISTRAR'S CERTIFICATE OF AUTHENTICATION
This bond is one of the Bonds delivered pursuant to the
within-mentioned Resolution.
BANK OF AMERICA NATIONAL TRUST
AND SAVINGS ASSOCIATION
Registrar
By:
Authorized Officer
Date of Authentication
and Registration:
-37-
[REVERSE OF BOND]
Both principal of and interest on this bond are payable in
lawful money of the United States of America. The principal on this
bond and any premium upon the redemption thereof are payable at the
Securities Services Division of Bank of America National Trust and
Savings Association in Los Angeles or San Francisco, California, or,
at the option of the holder, at any other paying agent of the City in
New York, New York. Interest on this bond shall be payable by check
or draft mailed to the registered owner on the registration records
maintained by the Registrar, determined as of the close of business
on the l5th day of the calendar month immediately preceding an inter-
est payment date (including the date on which the principal of a Bond
is to be paid).
This bond is one of a duly authorized issue of bonds of the
City designated "Electric Revenue Bonds, Issue of 1986" (the bonds),
all of which have been issued pursuant to Section l210 or
Section 1210.1 of the City Charter, Ordinance No. 4414 of the City
Council (the "Ordinance"), for the purpose of advance refunding that
portion of the City's Electric Revenue Bonds, Issue A of 1983,
Electric Revenue Bonds, Issue B of 1983 and Electric Revenue Bonds,
Issue C of 1983 maturing on or after October 1, 1995 and the creation
of said issue and the terms and conditions of the bonds are provided
for by the resolution of the City Council authorizing the bonds and
the bonds of the City designated "Electric Revenue Bonds, Issue of
1986, adopted March 4, 1986, designated Resolution No. 86R-89 (the
"Resolution"), and this reference incorporates the Resolution and
Section 1210 and Section l210.1 of the City Charter and the
Ordinance, and by acceptance hereof the holder of this bond assents
to said terms and conditions. The Resolution is adopted under, and
this bond is to be construed in accordance with, the City Charter,
the Ordinance and the laws of the State of California.
This bond and the interest hereon and any premium upon the
redemption hereof are not a debt of the City, nor a legal or equita-
ble pledge, charge, lien or encumbrance upon any of its property or
upon any of its income, receipts, or revenues, except the Gross
Revenues (as defined in the Resolution) of the City's electric system
pledged to its payment, and the principal of and the interest on this
bond and any premium upon the redemption hereof are payable solely
from the Gross Revenues of the City's electric system pledged to its
payment and said City is not obligated to pay such principal, inter-
est and premium except from said Gross Revenues. The Electric
Revenue Fund is established under and pursuant to Section 1210 of the
City Charter, the Ordinance and the Resolution, and under the provi-
sions of the Resolution the Gross Revenues of the City's electric
system are required to be deposited to the credit of the Electric
Revenue Fund and used only for the purposes authorized by the
Resolution, including the payment of principal and interest of the
bonds.
-38-
By the terms of Section l2l0 of the City Charter and the
Ordinance and by covenant expressed in the Resolution, the City is
obligated to prescribe, revise and collect charges for the services
and facilities of the electric system of the City such as to provide
revenues sufficient to pay the interest on and principal of the bonds
as they become due and payable in addition to all other payments
required for compliance with the Resolution and the necessary and
reasonable maintenance and operation costs of the City's electric
system, is prohibited from issuing bonds having any priority with
respect to payment from the Gross Revenues of the City's electric
system, and is subject to conditions with respect to any sale of said
electric system. In the manner provided in the Resolution, any or
all of the obligations referred to in this paragraph and certain
other obligations mentioned in the Resolution may be waived with the
consent of the holders of 60% in aggregate principal amount of the
outstanding bonds, exclusive of issuer-owned bonds.
If this bond matures on or after October l, 1996 (except
bonds maturing on October 1, 2004 and October 1, 2007), it is redeem-
able in the manner and subject to the terms and provisions, and with
the effect, set forth in the Resolution referred to on the face of
this bond, at the option of the City, on and after April l, 1996, in
whole at any time or in part on any interest payment date. Notice of
such redemption shall be mailed first-class, postage prepaid to the
owner of record of this bond as of the date of such notice, which
shall be at least 30 days' prior to the date fixed for redemption.
Such redemption at the following redemption prices, expressed as a
percentage of the principal amount, together with accrued interest to
the date of redemption:
Redeaption Periods
(Dates Inclusive)
April 1, 1996 and March 31, 1997
April 1, 1997 and March 31, 1998
April 1, 1998 and thereafter
RedeaDtion Price
102%
101
100
If this bond matures on October 1, 2004 or October 1, 2007,
it is subject to redemption at the principal amount thereof, together
with accrued interest to the date of redemption, commencing on
April l, 1996, as more fully set forth in the Resolution.
If this Bond matures on October l, 2004 or October l, 2007,
it is subject to mandatory sinking fund redemption prior to maturity
at the principal amount thereof plus accrued interest to the redemp-
tion date as more fully set forth in the Resolution.
The Bonds are issuable in the form of registered Bonds
without coupons in the denominations of $5,000 or any integral
multiple of $5,000. The owner of any Bond or Bonds may surrender the
same (together with a written inetrument of transfer satisfactory to
-39-
the Registrar duly executed by the registered owner or his duly
authorized attorney) at the Securities Services Division of Bank of
America National Trust & Savings Association in San Francisco,
California, as Registrar, in exchange for an equal aggregate princi-
pal amount of registered Bonds of any other authorized
denominations. Such exchanges shall be in the manner, subject to the
conditions and upon the payment of the charges provided in the
Resolution.
This bond is transferable, as provided in the Resolution,
only upon the books of the City kept for that purpose at the
above-mentioned Securities Services Division of the Registrar, by the
registered owner hereof in person, or by his duly authorized attor-
ney, upon surrender of this bond together with a written instrument
of transfer satisfactory to the Registrar duly executed by the regis-
tered owner or his duly authorized attorney, and thereupon a new reg-
istered bond or bonds of this series, without coupons and in the same
aggregate principal amount, shall be issued to the transferee in
exchange therefor as provided in the Resolution, and upon payment of
the charges therein prescribed. The City and the paying agents of
the City may deem and treat the person in whose name this bond is
registered as the absolute owner hereof for the purpose of receiving
payment of, or on account of, the principal and interest due hereon
and for all other purposes.
S~IOR 25. ~e.porary Bonds. Any Bonds may be initially
issued in temporary form exchangeable for definitive Bonds. The te~
porary Bonds may be printed, lithographed or typewritten, shall be of
such denominations as may be determined by the City, shall be without
coupons and may contain such reference to any of the provisions of
this Resolution as may be appropriate. Every temporary Bond shall be
executed and sealed by the City in substantially the same manner as
provided in Section 7 hereof. If the City issues temporary Bonds it
will execute and furnish definitive Bonds without delay and thereupon
the temporary Bonds may be surrendered for cancellation at the office
of the Treasurer, and the Treasurer shall deliver in exchange for
such temporary Bonds an equal aggregate principal amount of defini-
tive Bonds of the same interest rates and maturities. Until so
exchanged, the temporary Bonds shall be entitled to the same benefits
under this Resolution as definitive Bonds issued hereunder.
SBCTIOR 26. Authorization of Escrow Agr~t. The
City Council hereby approves the Escrow Agreement, dated as of
March 1, 1986, relating to the defeasance of the Refunded Bonds, by
and between the City and the Escrow Agent in substantially the form
presented to this meeting, with such changes as the Mayor of the City
shall approve (such approval to be conclusively evidenced by his exe-
cution of such Agreement). The City Council hereby creates the
Escrow Account provided for in such Escrow Agreement, such Account to
be held and applied in accordance with the Escrow Agreement.
-40-
The City Council hereby authorizes the Mayor to execute the
Escrow Agreement on behalf of the City and to deliver the Escrow
Agreement to the proper officials of Bank of America NT&SA.
S~IOR 27. Resolution Constitutes Contract. The pro-
visions of this Resolution shall constitute a contract between tne
City and the bondholders and the provisions hereof shall be enforce-
able by any bondholder for the equal benefit and protection of all
bondholders similarly situated by mandamus, accounting, mandatory
injunction or any other suit, action or proceeding at law or in
equity that is now or may hereafter be authorized under the laws of
the State of California in any court of competent jurisdiction. Said
contract is made under and is to be construed in accordance with the
laws of the State of California.
No remedy conferred hereby upon any bondholder is intended
to be exclusive of any other remedy, but each such remedy is cumula-
tive and in addition to every other remedy and may be exercised with-
out exhausting and without regard to any other remedy conferred by
the Charter, Ordinance No. 2980, Ordinance No. 4414 or any law of the
State of California. No waiver of any default or breach of duty or
contract by any bondholder shall affect any subsequent default or
breach of duty or contract or shall impair any rights or remedies on
said subsequent default or breach. No delay or omission of any bond-
holder to exercise any right or power accruing upon any default shall
impair any such right or power or shall be construed as a waiver of
any such default or acquiescence therein. Every substantive right
and every remedy conferred upon the bondholders may be enforced and
exercised as often as may be deemed expedient. In case any suit,
action or proceeding to enforce any right or exercise any remedy
shall be brought or taken and the bondholder shall prevail, said
bondholder shall be entitled to receive from the Electric Revenue
Fund reimbursement for reasonable costs, expenses, outlays and
attorneys' fees and should said suit, action or proceeding be aban-
doned, or be determined adversely to the bondholders then, and in
every such case, the City and the bondholders shall be restored to
their former positions, rights and remedies as if such suit, action
or proceeding had not been brought or taken.
Prior to the issuance and delivery of the Bonds, the terms
and conditions of this Resolution and the rights and obligations of
the City and of the holders of the Bonds and coupons thereunder may
be modified or amended in any respect without the consent of any
person, upon the adoption by the City of one or more supplemental
resolutions.
After the issuance and delivery of the Bonds, this
Resolution shall be irrepealable, but shall be subject to modifica-
tion to the extent and in the manner provided in this Resolution, but
to no greater extent and in no other manner.
-41-
SBCTIOR 28. Defeasance. Allor any portion of the Bonds
shall no longer be deemed to be outstanding and unpaid if the City
shall have made adequate provision for the payment, in accordance
with the Bonds and this Resolution, of the principal, interest and
premium, if any, to become due thereon at maturity or upon call and
redemption prior to maturity. Such provision shall be deemed to be
adequate if the City shall have irrevocably set aside, in a special
trust fund or account, moneys which when added to the interest earned
or to be earned from the investment or deposit thereof shall be suf-
ficient to make said payments as they become due. Moneys so set
aside may be invested in any direct obligations of, or obligations
guaranteed by, the United States of America, in which the City may
lawfully invest its money.
SBCTIOR 29. Future Contracts. Nothing herein contained
shall be deemed to restrict or prohibit the City from making con-
tracts or creating bonded or other indebtedness payable fram the gen-
eral fund of the City or from taxes or any source other than the
Gross Revenues of the Enterprise, and fram and after the sale of the
Bonds the general fund of the City shall not include the Gross
Revenues of the Enterprise and no contract or other obligation pay-
able from the general fund of the City shall be payable from the
Gross Revenues of the Enterprise, except as provided herein.
SECTION 30. Severability. If any provision, or any por-
tion thereof, contained in this Resolution, or the application
thereof to any person or circumstance is held to be unconstitutional,
invalid or unenforceable, the remainder of this Resolution and the
application of any such provision, or portion thereof, to other per-
sons or circumstances shall be deemed severable and shall not be
affected thereby, and this Resolution and the Bonds shall remain
valid and the bondholders shall retain all valid rights and benefits
accorded to them under this Resolution, the City Charter and the
Constitution and laws of the State of California.
SECTION 31. Substitutes. The Mayor Pro-Tempore, any
Deputy City Clerk, and any duly authorized substitute for the Finance
Director or the Treasurer, may act in the place and stead of the
Mayor, the City Clerk, the Finance Director and the Treasurer,
respectively, in the performance of any and all things authorized or
provided for in this Resolution, including the signing of Bonds and
coupons.
-42-
S~IOB 32. Bffective Date. This Resolution shall take
effect immediately.
ADOP~BD, SIGRBD ARD APPROVED this fourth day of March,
1986.
A~~
[SEAL]
Attest:
;~~ ~?{S~
City Clerk
-43-
STATE OF CALIFORNIA
COUNTY OF ORANGE
CITY OF ANAHEIM
)
) SSe
)
I, Leonora N. Sohl, City Clerk of the City of Anaheim, do
hereby certify that the foregoing Resolution No. 86R-89 was intro-
duced and adopted at a regular meeting provided by law, of the City
Council of the City of Anaheim held on the 4th day of March, 1986, by
the following vote of the members thereof:
AYES:
NOES:
ABSENT:
COUNCIL MEMBERS:
COUNCIL MEMBERS:
COUNCIL MEMBERS:
Kaywood, Overholt, Pickler and Roth
None
Bay
AND I FURTHER certify that the Mayor of the City of Anaheim
signed said Resolution No. 86R-89 on the 4th day of March, 1986.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed
the seal of the City of Anaheim this 4th day of March, 1986.
~~7t~
CITY CLERK OF THE CITY OF
ANAHEIM
(SEAL)
I, 1..,EONORA N. SOHL, City Clerk of the Cit:~{ of Anaheim, do
hereby certify that the foregoing is the original of Resolution
No. 86R-89 duly passed and adopted by the Anaheim City Council on
March 4, 1986.
~~~S'~
City Clerk
-44-