1981-457
...",,,.
-
CITY OF ANAHE IM RESOLUTION NO. 1981 R- 457
.--.....
, '\
RESOLUTION OF THE CITY COUNCIL, OF THE CITY OF
ANAHE IM, CALIFORNIA APPROVING 'THE FORM OF THE
DEALER BANK AGREEMENT RELATING TO THE ELECTRIC
SYSTEM REVENUE BOND ANTICIPATIQN NOTES OF SAID
CITY AND AUTHORIZING THE EXECUTION AND DELIVERY
THEREOF.
WHEREAS, the City Council of the City of Anaheim (the
.City.) at its meeting on August 18, 198~, adopted an Ordinance des-
ignated as Ordinance No. 4252, said Ordin~nce, as heretofore amended,
providing for the procedures for the issuance and sale of the
$92,000,000 Electric Revenue Bond Anticipation Notes of the City and
providing the terms and conditions of s~id Notes (the "Ordinance");
and
WHEREAS, the City Council has heretofore adopted two ordi-
nances amend i ng the Ord inance (the " o rid inance Amendments.); and
WHEREAS, the City Counci~ has qetermined that it is neces-
sary and required that the City Council by resolution authorize the
City to enter into the Dealer Bank Agreement with Goldman, Sachs &
Co .; and
WHEREAS, the City Council desitres to authorize the proper
officers of the City to take all necess~ry steps to complete the
transactions contemplated by this Resoilution and the Agreement;
NOW, THEREFORE, THE COUNCIL OF THE CITY OF ANAHEIM DOES
.~ HEREBY RESOLVE, DETERMINE AND ORDER as follows:
'1 _ ~,
-
SECTION 1. Dealer Bank Agreemqnt.
..
The City is l1ereby authorized to enter into a Dealer Bank
Agreement with Goldman, Sachs & Co., in substantially the form
."...~
attached as Exhibit A hereto. In the event the Dealer Bank Agreement
is terminated by any of the parties thereto for any reason, the City
is hereby authorized to enter into similar agreements wi th others for
such purpose.
SECTION 2. Execution of the D,aler Bank Agreement.
The Mayor of the City and the C~ty Clerk are hereby autho-
ri zed to execute and deliver the Dealer' Bank Agreement with such
additions and changes therein as the Mayor may approve, such approval
to be conclusively evidenced by the s~gning of the Dealer Bank
Ag reement.
SECTION 3. Effective Date.
This Resolution shall take effect upon adoption.
ADOPTED, SIGNED AND APPROVED thi s 29th day of September,
c4 J)~ ~~.t7z;
t.,- . . .
1981.
Attest:
"......".
-2-
.. "...-- ~
~-
,
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss.
CITY OF ANAHEIM )
I, LINDA D. ROBERTS, City Clerk of the City of ~aheim, do hereby certify that
the foregoing Resolution No. 8lR-457 was introdu4ed and adopted at a regular
meeting provided by law, of the City Council of ~he City of Anaheim held on
the 29th day of September, 1981, by the fOllowin* vote of the members thereof:
AYES: COUNCIL MEMBERS: Overholt, Kaywood, Bar, Roth and Seymour
NOES: COUNCIL MEMBERS: None
ABSENT: COUNCIL MEMBERS: None
AND I FURTHER certify that the Mayor of the City of Anaheim signed said
Resolution No. 8lR-457 on the 29th day of Septem~er, 1981.
IN WITNESS WHEREOF, I have hereunto set my hand $nd affixed the seal of the
City of Anaheim this 29th day of September, 1981.
~.JA~
CITY CLE. OF THE CTY OF ANAHEIM
(SEAL)
I, LINDA D. ROBERTS, City Clerk of the City of ~heim, do hereby certify that
the foregoing is the original of Resolution No. 81R~457 duly passed and
adopted by the Anaheim City Council on September 29. 1981.
~ "/lll,~
CITY CLE . '. .
.~
~ w
,fr"".
.-
EXHIBIT A
CITY OF ANAHEIM
PUBLIC UTILITIES DEPARTMENT
Goldman, Sachs & Co.
55 Broad Street
Ne w Yo r k, N. Y . I 0 0 0 4
".......,
,
I
Dear Sirs:
The purpose of this letter is to confirm the agreement between us
whereby Goldman, Sachs & Co. ("Goldr:1an") will act. as a dealer with
respect to the short-term Electric Revenue Bond Anticipation Notes to
be issued by the City of Anaheim ("City"ij each of which notes shall
(a) be issued in principal amount of not less than 550,000; (b) have
a maturity not exceeding 270 days from the date of issue; and (c) not
contain any condition of redemption or right to prepay. Such notes
shall hereinafter be referrc~ ':0 as "sr.ort-terl.1 notes."
1. The Ci cy represents ana warrancs cnaa it has taK.en all necessary
action and has full power (a) to einter into this agreement;
(b) to enter into an agreement datee with the Bank of
America National Trust and Savings Association (rrlssuing
Agent"), a copy of It/hieh is attached hereto as Exhibit A
(" Issuing Agency Agreement"); and (0) to issue and deliver the
short-term notes in accordance with the Issuing Agency
Agreement. The City further represents and warrants that the
short-term notes when issued under the Issuing Agency Agreement
will constitute the legal, valid and binding obligation of the
City and shall be enforceable in accordance with their respec-
tive terms, except as limited by bankruptcy, insolvency, morato-
rium, reorganization and other similar laws relating to
creditors' rights generally.
2. Goldman may, from time to time, but shall not be obligated to,
purchase short-term notes from the City or arrange for the sale
of short-term notes on behalf of the City. Goldman and the City
agree that any short-term notes which Goldman may purchase, or
the sale of which Goldman may arrange, will be purchased or the
sale will be arranged on the terms and conditions and in the
manner provided herein. Goldman shall notify the Public
Utilities General Manager of the City as promptly as practicable
in the event Goldman decides for credit or market reasons that
it will not purchase or arrange for the sale of the short-term
notes.
3. Attached hereto as Exhibit B and expressly made a part hereof is
,......,." a list of the Authorized Persons authorized to act on behalf of
the City to effect sales of the short-term notes. Goldman may
rely upon such authorization until otherwise notified in writing
by the City.
-6- _
-
4. Attached hereto as Exhibit C and expressly made a part hereof is
a certificate of the City Clerk of the City certifying as to the
incumbency of those officers of the City authorized to sign
short-term notes on the City's behalf and containing the true
signatures of each of such persons.
5. All transactions in short-term notes between Goldman and the
#I""'~" City shall be in accordance with th~ custom and practice in the
commercial paper market. In accordance with such custom and
practice, the purchase of short-ter~ notes by Goldman, or sales
arranged by Goldman, shall be negotiated verbally between
Goldman personnel and the authoriaed representatives of the
City. Such negotiation shall determine the principal amount of
short-term notes to be sold, the dis~ount rate, or interest rate
applicable thereto (which Hill not; exceed the maximum legal
interest rate) and the maturity thereof. Goldman shall confirm
each transaction made with or arra!nged by it to the City in
writing in Goldman's customary form iPy sending written confirma-
tion to the City on the business day after such transaction i~
Dads. Cs:ivery anc pay~enc of sncr~-cerrn notes shall DC
effected in accordance with the Issuing Agency Agreemen~.
Goldman shall. pay for the short-term notes purchased by it or
sold for the benefit of the City in immediately available funds
on the business day on which such shQrt-term notes are authenti-
cated and delivered to Goldman.
6. Goldman's fee for such sales shall oe included in the discount
rate with respect to short-term not$s issued at a discount, or
stated separately as a fee, in thel case of short-term notes
bearing interest. Such fee will be calculated as follows:
(a) On interest-to-follow notes:
.00125 x (par value plus inter~st from the date of sale
to the date of maturity) x ~of days
Jl60
(b) On discounted notes:
.00125 x par value x No. of da~s
360
7. The City will supply to Goldman on a continuing basis three
copies of its most recent electric $ystem annual audited finan-
cial report. The City understands t~at Goldman may use informa-
tion contained in such report to prepare informational documents
concerning the Ci ty, referred to as Commercial Paper Annual and
.~ Quarterly Memoranda. The City expressly consents to the use of
such publicly available information. The City further under-
takes to supply to Goldman addition!al copies of such reports
when requested by any commercial paper customer of Goldman. The
City further agrees to notify Goldman promptly upon the
occurrence of any event which would render any material fact
......., ----4- ~
-
stated in the City's most recent electric system annual audited
financial report untrue or misleading.
8. Goldman will supply to the City, if requested, summary informa-
tion on the short-term note program as often as monthly.
,,,,,,,,......,
9. This agreement may be terminated by either parLY upon one busi-
ness day's notice to the other parLY.
10. This agreement shall be governed by and construej In accordance
with the laws of the State of Califdrnia.
If the foregoing accurately reflects our agreement, please sign the
enc lased copy 0 f th i s letter in Lne spac~d prov ided below' and return
it to the undersigne~.
Very truly yours,
Accepted as of the date first
above written:
Goldman, Sachs & Co.
,.......",
~. "I ."" ..4
-
-
E)(.AI
City of Anaheim
Anaheim, California
;' ..........
Bank of America, N.T. & S.P.
55 South Plower
Los Angeles, California 90071
, 1981
Attention:
Dear
By this letter Bank of America National Trust and Saving
Association (hereinafter the "Banklt) is. requested to act as Issuing
and Paying Agent on behalf of the City ~f Anaheim (hereinafter the
ItCity") in connection with the sale and tssuance, from time to time,
of the City's short-term unsecured Electrlc Revenue Bond Anticipation
Notes (hereinafter the "Notes It). As Is~uing and Paying Agent, you
will be governed by the terms and cond~tions of this Issuing and
Pay ing Agent Ag reemen t (the "Ag reemen t It) .
For so long as this Agreement is in effect, the City will,
from time to time, deliver to the Bank at the above address executed
Notes, in bearer form but with the amount, date of issue and maturity
date left blank. The Notes will bear th_ facsimile signature of the
Mayor or the Clerk of the City and you will be furnished with a
Signature Certificate confirming the title and authority of such per-
sons to execute the Notes, together with a specimen signature for
each authorized officer. If the City sha11 authorize other individu-
als to sign the Notes, you will also be given a copy of the
Resolution so appointing them. The Notes will be numbered serially
and bear such other identification as the City deems appropriate.
-
Upon a receipt of Notes by you, you will acknowledge the
same by returning a receipt form to the City, copy of which is
attached hereto as Appendix ItA-. You will hold all Notes for the
City's account in safekeeping. By an appropriate Certificate of
Designation (in the form of Appendix "B"), you will advise us, from
time to time, of the names of the Designated Employees who are autho-
rized to receipt for, complete and deliver the Notes.
You will be furnished with a letter from the City Clerk,
listing the names of persons authorizea ("Authorized Person") to
issue instructions relative to compl etion and del ivery of Notes.
-.
Bank of America, N.T. & S.P.
, 1981
Page Two
.....
~
From time to time and at a mutually-agr.ed-upon time, a Designated
Employee, upon receipt of telephone, electronic wire service, or
written instructions from any Authorized Person, will withdraw the
necessary number of Notes from safekeeping and, in accordance with
such instructions, the Designated Emplo1ee will:
(a) Complete each Note as to ~he date, maturity, amount
and, if so directed, will strike the wotd "bearer" and insert the
name of the payee, and, if an interest-b~aring Note, will insert the
amount of interest;
(b) Validate each Note by signing the same; and
(c) Deliver the Notes to the Pu~chaser, or the consignee to
or for the account of the Purchaser ther~of, against payment for the
City's account as herein provided (or, if instructed by an Authorized
Person, free).
All oral instructions given to a Designated Employee for
the completion and delivery of the Notes ~ill be confirmed in writing
within twenty-four hours (unless instr~tions shall have been given
by electronic wire service, in which everit such wire service writing
shall itself be considered as written i~structions) and you shall
inCur no liability to us in acting upon telephone instructions which
the Designated Employee believes in good faith to have been given by
an Authorized Person. Each delivery of Notes shall be subject to the
~ules of the New York Clearing House in effect at the time of the
del ivery.'
The proceeds of the Notes delivered against payment are to
be credited to an account set up in adyance on your books in the
City's name (the "Note Account"). At m$turity, all Notes presented
to you for payment are to be paid by you and charged to the Note
Account; provided there are sufficient tunds in the Note Account to
effect payment.
The City will provide for funds to be deposited in the Note
Account prior to the end of any such day, in an amount at least equal
ta the amount of Notes maturing on such day.
-
In the event you are instructed to del iver a Note against
payment, the delivery and receipt of payment may not necessarily be
completed simultaneously, and you are a~thorized to following the
prevailing custom, which is, to deliver a Note to the Purchaser,
receive the Purchaser's receipt for the d~livery and, at a later time
but on the same day, after Purchaser has verified the delivery
against his Purchase Agreement, to reciev~ payment frOM the Purchaser
(1) by means of a credit to your account at the Federal Reserve Bank
of New York; or (ii) by Purchaser's delivery to you of a check
-
*~
Bank of America, N.T. & S.P.
, 1981
Pa4J e ~h ree
payable to your order, drawn by a member bank on the Federal Reserve
Bank.
,~
If payment is made by check, you will be required to pick
up the check at the Purchaser's office sp long as it is not located
outside the financial district of Lower 1Manhattan.
We hereby warrant and represent to you, which will be a
continuing warranty and representation, that all Notes delivered to
you pursuant to this Agreement are authorized and executed as pre-
scribed,in the Ordinance duly adopted by the City Council of the
City, and that your appointment as IssuiJng and Paying Agent is' in
accordance with and does not exceed the authority contained. in the
Resolution of the City Council. For your information, a copy of the
ReSolution is attached.
It is understood that this agr.ement for the services of
the Bank as Issuing and Paying Agent in connection with either the
initial sale and issuance or refunding of City's Notes is not an
exclusive agreement.
It is further understood that both parties reserve the
ri,ht to terminate this Agreement, and t~ authority granted herein,
upon 30 days' written notice, such termin~tion to take effect on the
31at day following service of such writt~n notice by deposit in the
U.S. mail, by personal service or by electronic wire service.
,
Payment will be made within twen~y days of receipt of bill-
in" which will be no more than once monthly, in accordance with the
following fee schedule:
Por each transaction, $8.00 per month;
..-
With a monthly minimum $25.00.
The undersigned bank does hereby agree to indemnify and
hold the City harmless from and against anv and all actions or caUSes
of action, C'laims, demands, losses, oblig~tions and liability and all
coats and expenses (including expenses of litigation) incident there-
to, to third parties directly or indirec~ly resulting from or occur-.
ring by reason of any act of or deliberalte or negligent omission by
the undersigned or its officers, employee. or agents with respect to
the issuance of any such Certificate or Certificates which is not in
accordance with or is contrary to instructions issued to the under-
si9ned by the City from time to time pursuant to the terms of the
this agreement. The undersigned further agrees that it will, at the
City's request, appear and defend any and all actions instituted
against the City as a result of any obligations resulting from
actions within the scope of this indemnity.
- "
~
Bank of America, N.T. & S.P.
, 1981
Page Four
, .,"""
In order to induce the Bank to enter into this agreement,
the City does hereby agree to indemnify ~nd save harmless and defend
the Bank from and against any and all liability, loss, damage,
expense of any nature incl uding interest, costs and attorney's fees,
which it may incur in connection with the handling of the Notes by
the Bank as custodian and agent, pursuapt to this agreement, except
those acts on the part of the Bank abov~ described against which it
has agreed to indemnify.
If the foregoing is in accordance with your understanding,
kindly so indicate by accepting and returning the enclosed copy of
this letter.
Very truly yours,
CITY OF ANAHEIM
By
ACCEPTED AND APPROVED:
BANK OP AMERICA NATIONAL TRUST
AND SAVINGS ASSOCIATION
By
DATED:
-
.. ..,t:.., _
-
,?'~.._.-.._.-
APPENDIX A
[Date]
Bank of America National Trust
and Savings Association,
5S South Flowe r
Los Angeles, California 90071
Attention: [Designated Employee]
Dear [Designated Employee]:
We enclose the following Notes for safek~eping, execution and deliv-
ery pursuant to our further instruction$:
[Set forth Note description, il1cluding quanti-
ties, denominations, seria~ numbers and
amounts. ]
Please acknowledge receipt Gf these Notes on the line below and
return this letter to us. '
Very truly yours,
[Signature of
AuthOirized Person]
REtIIP'r ACKNOWLEDGED.
DATED
/""""
Bank of America National Trust
and Savings Association
By
... -4.. 11,
l~ .,""""'"
~...--.. ......... "
......~
1/80
APPENDIX B
- ~;
.. -. .-.. ..
..
I~SUANCE DEPARTMENT IMPLEMENTATION INF6~A1IbN
T 1
PBRSONNEL AUTHORIZED TO COUNTERSIGN/AUT$ENTICATE
NAMES
SIGNATURES
TITLES
VICE PRESIDENT
VICE PRESIDENT
ASST. VICE PREStDENT
MANAGER
MANAGER
MANAGER
"
ASSISTANT MANAG$R
PER PRO SIGNER
In add i tion to those listed above, the n.es of persons authorized to
accept instructions for issuance are as follows:
'lelephone Numbers:
Confirmation/Mailing Address:
Note: List invaLid unless authenticated by signature below.
Date