93-103 CITY OF ANAHEIM RESOLUTION NO. 93R-103
AMENDED AND RESTATED RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF ANAHEIM, CALIFORNIA RELATING TO THE ISSUANCE
OF WATER REVENUE ANTICIPATION NOTES OF SAID CITY PURSUANT
TO ORDINANCE NO. 4415 OF SAID CITY COUNCIL
WHEREAS, the City Council of the City of Anaheim (the
"City") at its meeting on April 26, 1983, adopted an Ordinance,
designated as Ordinance No. 4415 ("Ordinance No. 4415"), providing
procedures for the issuance, sale and securing of Water Revenue
Anticipation Notes of the City and providing terms and conditions
of said notes and the City is adopting, on the date of adoption of
this Resolution, an Ordinance (the "New Ordinance") amending and
restating Ordinance No. 4415 (ordinance No. 4415, as amended and
restated by the New Ordinance and as amended and supplemented from
time to time, the "Ordinance"); and
WHEREAS, the City Council of the City of Anaheim (the
"City") at its meeting on April 27, 1983 adopted a Resolution,
designated as Resolution No. 83R-169, relating to the issuance of
Water Revenue Anticipation Notes of the City; and
WHEREAS, the City Council at its meeting on August 28,
1984 adopted a Resolution, designated as Resolution No. 84R-332,
amending and supplementing said Resolution No. 83R-169; and
WHEREAS, the City Council at its meeting on August 28,
1984 adopted a Resolution, designated as Resolution No. 84R-334,
supplementing said Resolution No. 83R-169; and
WHEREAS, the City Council at its meeting on September 2,
1986 adopted a Resolution, designated as Resolution No. 86R-389,
amending and supplementing said Resolution No. 83R-169; and
WHEREAS, the City Council at its meeting on October 28,
1986 adopted a Resolution, designated as Resolution No. 86R-481,
amending said Resolution 83R-169; and
WHEREAS, the City Council at its meeting on February 25,
1992 adopted a Resolution, designated as Resolution No. 92R-31,
amending said Resolution 83R-169; and
WHEREAS, said Resolution No. 83R-169, as so supplemented
and amended, is herein referred to as the "Original Resolution";
and
LA01 \1080\5526.3 9&601.8
WHEREAS, it is in the best interest of the City to amend
and restate the Original Resolution; and
WHEREAS, the Original Resolution as amended by this
Resolution is hereby restated in its entirety in this Resolution;
WHEREAS, capitalized terms used herein and not defined
herein shall have the meanings ascribed thereto in the ordinance;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF ANAHEIM
DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS:
Section 1. Definitions.
As used in this Resolution, "Agreements," "Charter,"
"Constitution," "Credit Agreement," "Dealer," "Determination,"
"Enterprise," "WRAN Account," "Issuing and Paying Agent," "Issuing
and Paying Agent Agreement," "Notes," "Outstanding," "Qualified
Obligations Account" and "Surplus Revenues" shall have the
respective meanings ascribed thereto in the Ordinance. As used in
this Resolution:
"Authorized Person" shall mean each of the Public
Utilities General Manager of the City, the Financial Services
Manager of the Public Utilities Department of the City, the City
Treasurer and the Finance Director of the City.
"Bond" shall mean any revenue bond, revenue note, warrant
or other evidence of indebtedness issued, incurred or delivered for
the financing or refinancing of extensions of, additions to,
repairs and replacements to, renewals of, and improvements of the
Enterprise, designated by the City at the initial delivery thereof
as payable from Surplus Revenues in the Qualified Obligations
Account. "Bond" shall not include any Obligation.
"Bond Counsel" shall mean (a) Mudge Rose Guthrie
Alexander & Ferdon, Los Angeles, California, and Rourke, Woodruff
& Spradlin, Orange, California, co-bond counsel to the City in
connection with the issuance of the Notes or (b) any other
nationally recognized law firm specializing in the area of tax-
exempt municipal finance appointed by the City in connection with
the Notes.
"Obligation" shall mean any contract, instrument or other
agreement for the purchase, acquisition or lease of facilities,
properties, structures or equipment for the Enterprise, designated
by the City at the initial delivery thereof as payable from Surplus
Revenues in the Qualified Obligations Account, and the final
payments under which are due more than one year following the
incurrence thereof. "Obligation" shall not include any Bond.
"Qualified Obligations" shall mean Bonds and Obligations.
LA01 \1080\5526.3 2 94601.8
"Qualified Obligation Service" shall mean, with respect
to any period, the amount of principal and interest or other
payments accrued or to accrue in such period with respect to all
outstanding Qualified Obligations (excluding the amount of proceeds
of Qualified Obligations held in any fund or account for the
payment of Qualified Obligation Service accrued or to accrue during
such period). For purposes of accrual under this definition, all
payments with respect to Qualified Obligations due in a calendar
month shall be deemed due on the first day of such calendar month.
Section Z. Representations and Warranties.
The City represents and warrants, with respect to the
Enterprise, that:
(a) It is a municipal corporation duly organized and
validly existing under the Constitution and laws of the State of
California, and has all requisite power and authority to conduct
its business, to own its properties and to execute, deliver and
perform all of its obligations under the Ordinance, this Resolution
and the Agreements; and to issue each of the Notes.
(b) The issuance, execution, delivery and performance by
the City of the Notes, the Ordinance, this Resolution and the
Agreements have been duly authorized and do not (i) violate any
provision of the Charter, any law, rule, regulation, order, writ,
judgment, injunction, decree, determination or award presently in
effect having applicability to the Enterprise, (ii) result in a
breach of or constitute a default under any resolution of the city
with respect to the Enterprise or any indenture or loan or credit
agreement or any other agreement, lease or instrument with respect
to the Enterprise to which the City is a party or by which the City
or any of its Enterprise properties may be bound or affected, or
(iii) result in, or require, the creation or imposition of any
mortgage, deed of trust, pledge, lien, security interest or other
charge or encumbrance of any nature, other than those imposed in
the Ordinance, this Resolution and the Agreements, upon or with
respect to any of the assets now owned or hereafter acquired by the
city for the Enterprise; and the City is not in any material
respect in violation of or in default under any such law, rule,
regulation, order, writ, judgment, injunction, decree,
determination or award or any such indenture, agreement, lease or
instrument material to its operation of the Enterprise.
(c) No authorization, consent, approval, license,
exemption of or registration with any court or governmental
department, commission, board, bureau, agency or instrumentality,
domestic or foreign, has been or will be necessary for the valid
execution, delivery and performance by the City of the Ordinance,
this Resolution and the Agreements, except for (i) those which have
already been given, obtained or accomplished or (ii) those which
are required in the future.
LA01 \1080\5526.3 3 96601.8
(d) The Ordinance, this Resolution and the Agreements,
when the Ordinance has become effective and such Agreements have
been executed and delivered by the parties thereto, constitute
legal, valid and binding obligations of the City enforceable
against the City in accordance with their respective terms, except
as they may be limited by applicable bankruptcy, ~nsolvency,
moratorium, reorganization or similar laws affecting the
enforcement of creditors' rights generally.
(e) The Notes will be, when executed and delivered,
valid and binding obligations of the City, enforceable in
accordance with their respective terms, except as they may be
limited by applicable bankruptcy, insolvency, moratorium,
reorganization or similar laws affecting the enforcement of
creditors' rights generally.
Section 3. Tax Covenants Relating to the Internal Revenue
Co~e of 1986.
The city shall do the following with respect to the
Notes:
(a) The city shall comply with each applicable
requirement of the Internal Revenue Code of 1986 (the
"Code") necessary to maintain the exclusion of interest
on the Notes from gross income for Federal income tax
purposes. In furtherance of the covenant contained in
the preceding sentence, the city agrees to comply with
the provisions of the Master Tax Certificate as to
Arbitrage and Instructions as to Compliance with the
Provisions of Section 103(a) of the Internal Revenue Code
of 1986 (the "Master Tax Certificate") as most recently
executed by the City, as such Tax Certificate may be
amended from time to time, as a source of guidance for
achieving compliance with the Code.
(b) The City shall make any and all payments
required to be made to the United States Department of
the Treasury in connection with the Notes pursuant to
Section 148(f) of the Code from amounts on deposit in the
funds and accounts established under the Ordinance or
otherwise available therefor.
(c) The city covenants that it will not issue any
Notes or other commercial paper, any proceeds of which
will not be used to refund maturing Notes without an
opinion of Bond Counsel to the effect that interest on
the Notes being so issued will be excluded from gross
income for Federal income tax purposes.
(d) Notwithstanding any other provision of the
Ordinance or this Resolution to the contrary, so long as
necessary to maintain the exclusion from gross income of
interest on the Notes for Federal income tax purposes,
LA01 \1080\5526.3 4 9&601.8
the covenants contained in this Section 3 shall survive
the payment of the Notes and the interest thereon.
(e) Notwithstanding any other provision of the
ordinance or this Resolution to the contrary, upon the
city's failure to observe or refusal to comply with the
above covenants, the holders of the Notes, or the Trustee
acting on their behalf, shall be entitled to the rights
and remedies provided to Note holders under the Ordinance
or this Resolution, other than the right (which is
abrogated solely in regard to the failure to observe or
refusal to comply with the covenants of this Section 3)
to declare the principal of all Notes then outstanding,
and the interest accrued thereon, to be due and payable.
Section 4. NO Litigation.
The City hereby represents that there is no litigation
pending involving the City wherein an unfavorable decision, ruling
or finding would adversely affect the validity of the Notes, the
Ordinance, this Resolution or the Agreements, except for any such
litigation as to which there has been rendered an opinion of Bond
Counsel that such litigation is without merit.
Seotion 5. Covenants Relating to Notes.
The City hereby covenants that:
(a) No Note issued under the Ordinance, other than any
Note issued pursuant to a Credit Agreement, shall mature more than
three (3) years from the date of issuance thereof; provided that
any Note issued for a term in excess of one (1) year shall be
issued in fully registered form.
(b) A Note need not bear interest from its date, if the
Determination given or delivered with respect to such Note pursuant
to the Ordinance shall specify an interest rate of zero.
(c) So long as any Note is Outstanding, the City will
not at any time amend or modify the Ordinance or this Resolution,
without the written consent of the holder of each Note Outstanding
at such time, provided, however, that such consent shall not be
required if the amendment or modification shall be, and be
expressed to be, inapplicable to all Notes Outstanding prior to the
effectiveness of such amendment or modification.
Section 6. Additional Covenants Relating to the Notes
and the Enterprise.
So long as any of the Notes are outstanding, the City
makes the following covenants with the Note holders under the
provisions of Section 1210 of the Charter (to be performed by the
City or its proper officers, agents or employees), which covenants
are necessary, convenient and desirable to secure the Notes and
LA01 \1080\5526.3 5 94601.8
tend to make them more marketable; provided, however, that said
covenants do not require the City to expend any moneys other than
from the Surplus Revenues in the WRAN Account.
Covenant 1. Punctual Payment. The City will duly and
punctually pay or cause to be paid the principal of and interest on
every Note issued hereunder on the date, at the place'and in the
manner mentioned in the Notes and in accordance with this
Resolution, in strict conformity with the terms of the Notes and of
this Resolution, and it will faithfully observe and perform all of
the conditions, covenants and requirements of this Resolution and
all resolutions supplemental thereto and of the Notes issued
hereunder, and that the time of such payments and performance is of
the essence of the city's contract with the Note holders.
Covenant 2. Operate Enterprise in Efficient and
Economical Manner. The City shall operate the Enterprise in an
efficient and economical manner and shall operate, maintain and
preserve the Enterprise in good repair and working order.
Covenant 3. Insurance. The City shall at all times
maintain with responsible insurers all such insurance on the
Enterprise as is customarily maintained by similar utilities
systems with respect to works or properties of like character
against accident to, loss of or damage to such works or properties
and against loss of revenues. The City shall also maintain with
responsible insurers worker's compensation insurance and insurance
against public liability and property damage to the extent
reasonably necessary and obtainable. Notwithstanding the
foregoing, the City may provide any insurance required hereby
through a self-insurance program or as part of any blanket
coverages maintained by the city.
Covenant 4. Records and Accounts. The City 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 relating to the
Enterprise. The City shall cause the books and accounts of the
Enterprise to be audited annually by an independent, certified
public accountant or firm of certified public accountants.
Covenant 5. Collection of Charges. The City will permit
no free use of services of the Enterprise. The City will pay
promptly to the account of the Enterprise from the City's General
Fund (or 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 Notes are outstanding
maintain and enforce valid regulations for the payment of bills for
water service and that such regulations shall at all times during
LA01 \1080\5526.3 6 9&601.8
such period provide that the City shall discontinue water service
to any user whose water bill has not been paid within the time
fixed by said regulations.
Covenant 6. Defense of Security for Notes. The City
shall preserve and protect the security for the Notes and the
rights of the Note holders and warrant and defend their rights to
such security against all claims and demands of all persons.
Section 7. Reaffirmation of Representations and
Warranties; Determination.
The representations and warranties made in this
Resolution are made solely on the basis of the law, facts and
circumstances existing on the effective date of this Resolution.
Each issuance of Notes by the City shall constitute an affirmation
on the part of the City that the representations and warranties of
the City contained in this Resolution were true and correct in all
material respects on the effective date of this Resolution, unless
prior to the issuance of such Notes the City shall have received an
opinion of Bond Counsel that the failure of the City to so affirm
such representations and warranties will not materially adversely
affect the authorization of the City to issue such Notes. Such
affirmation shall be evidenced by the execution and mailing to Bond
Counsel on the date of each such issuance of a certificate signed
by the Authorized Person, substantially in the form of Exhibit A
hereto, together with the form of the Determination, attached
hereto as Attachment A to Exhibit A. Each Determination shall
specify the maximum principal amount of Notes which may then be
issued (determined in accordance with Section 2 of the Ordinance)
together with the aggregate principal amount of the Notes to be
Outstanding upon issuance and delivery of the Notes covered by such
Determination, together with, in the case of each Note covered by
such Determination, such Note's principal amount, denomination,
number, date of issue, maturity, rate of discount or interest, or
both, and the purchase price of such Note, the terms and conditions
of payment, a request that the Issuing and Paying Agent
authenticate such Note by manual countersignature of an authorized
officer and deliver it to the purchaser thereof upon receipt of
payment as specified, and such other terms and conditions as shall
be fixed by any Authorized Person at the time of sale of such Note.
Copies of such certificate and Determination shall also be mailed
on such day to the Dealer and to the Issuing and Paying Agent.
section 8. Deposits to WRAN Account; Security for the
Notes; Deposits to Qualified Obligations Account; Security for
Qualifie~ obligations.
(a) Surplus Revenues shall be transferred to the WRAN
Account in each month, in accordance with clause Second of Section
14(b) of the Ordinance, in an amount equal to the amount of all
principal of and interest on the Notes to become due and payable
prior to the end of the next succeeding month, less the sum of {i)
any amount already available in such Account for such payment and
LA01 \1080\5526.3 7 94601.8
(ii) the amount of proceeds of future Notes anticipated by the City
to be available for such payment. The Notes shall be secured as
provided in Section 15 of the Ordinance.
(b) Surplus Revenues shall be transferred to the
Qualified Obligations Account in each month, in accordance with
clause First of Section 14(b) of the Ordinance. Qualified
Obligations shall be secured as provided in the agreements and
instruments establishing the Qualified Obligations.
Section 9. Events of Default and Remedies.
If one or more of the following events of default shall
occur and be continuing:
(a) a default in the due and punctual payment of the
principal of or interest on any Note when and as the same as shall
become due and payable; or
(b) any representation or warranty of the City contained
in the Resolution shall prove to have been false in any material
respect on the effective date of this Resolution; or
(c) the City shall file any petition or action for
relief which impacts the obligations of the City with respect to
the Enterprise under any bankruptcy, reorganization, insolvency or
moratorium law, or any other law for the relief of, or relating to,
debtors;
then, and any such event the holder of any Note may, by notice in
writing to the City, declare such Note to be, and it shall
forthwith become, due and payable, without presentment, demand,
protest or other notice of any kind, all of which are hereby
expressly waived by the City.
Section 10. Resolution to Constitute Contract.
The provisions of this Resolution shall constitute a part
of the contract between the City and the Note holders, created
pursuant to the Notes and the Ordinance, and such provisions shall
be enforceable by mandamus or any other appropriate suit, action or
proceeding at law or in equity in any court of competent
jurisdiction.
LA01 \1080\5526.3 8 9~601.8
Section 11. Effective Date.
This Resolution shall become effective on the first date,
on or after the date of adoption hereof, that the New Ordinance (as
originally adopted) has become effective. Notes issued after
adoption of this Resolution, but before its effective date, shall
(i) until said effective date, be subject to the Original
Resolution, and (ii) on and after said effective date, be subject
to the Original Resolution as amended by this Resolution.
ADOPTED, SIGNED AND APPROVED this 15th day of June,
1993.
(SEAL)
City Clerk
LA01 \1080\5~6.3 9 9(,601.8
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss.
CITY OF ANAHEIM )
I, Leonora N. Sohl, City Clerk of the City of Anaheim, do hereby
certify that the foregoing Resolution No. 93R-103 was introduced
and adopted at an adjourned regular meeting provided by law, of the
city Council of the city of Anaheim, held on the 15thday of June,
1993, by the following vote of the members thereof:
AYES: COUNCIL MEMBERS: Feldhaus, Hunter. Pickler, Simpson, Daly
NOES: COUNCIL MEMBERS: None
ABSENT: COUNCIL MEMBERS: None
AND I FURTHER CERTIFY that the Mayor of the City of Anaheim signed
said Resolution No. 93R- 103 on the 16_~thday of June, 1993.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the
official seal of the city of Anaheim this16t__hday of June, 1993.
LA01 \1080\5526.3 10 94601.8
EXHIBIT A
THE CITY OF ANAHEIM SUPPLEMENTAL ARBITRAGE
CERTIFICATE, REAFFIRMATION OF REPRESENTATIONS
AND WARRANTIES, AND CERTIFICATE OF cOMPLIANCE
WITH COVENANTS AND AGREEMENTS
Pursuant to the terms of Resolution No. of the
Council of the City of Anaheim, as amended (the "Resolution") and
pursuant to the Federal Treasurer Regulations under Section 103(c)
of the Internal Revenue Code, the following statements,
reaffirmations, and certificates are made on behalf of the City of
Anaheim (the "City").
1. Today, , 199_, (the "Issuance Date"), the
City has sold Water Revenue Anticipation Notes in the amounts, with
the maturities, and bearing the interest rates set forth in
Attachment A, attached hereto (the "Notes").
2. The city affirms as of the Issuance Date the
representations and warranties set forth in Sections 2, 3 & 4 of
the Resolution.
3. The City represents and warrants that the
representations and warranties set forth in Sections 2, 3 & 4 of
the Resolution have remained true and have not been breached since
the date the Resolution was adopted.
4. The City reaffirms its covenants set forth in
Sections 5 and 6 of the Resolution as of the Issuance Date.
5. The City certifies that the covenants set froth in
Sections 5 and 6 of the Resolution have been complied with.
LA01 ',1080\5526.3 A-1 94601.8
6. By its signature to this document the City hereby
reissues the Master Tax Certificate (as defined in the Resolution)
with respect to the Notes as of the Issuance Date.
EXECUTED this __ day of , 1993.
By
LA01 \1080\5526.3 A-2 94601.8
Attachment A to Exhibit A
, 199
BankAmerica Trust Company
of New York
New York, New York
Re: City of Anaheim
Water Revenue
Anticipation Notes
Gentlemen:
Please authenticate the following Note by manual
signature of an authorized officer, and deliver it to the purchaser
thereof against payment therefor in accordance with (i) Section__
of Ordinance No. of the City, adopted , 1993, as
amended, and (ii) paragraph (c) of the Issuing and Paying Agent
Agreement dated as of June 1, 199_ between BankAmerica Trust
Company of New York and the City:
Note Number:
Principal Amount
of this Note:
Date of Issue:
Maturity Date:
Interest Rate:
Purchase Price:
Purchaser:
Maximum Principal
Amount of Notes
which may be
issued in accor-
dance with
Section 2 of
Resolution No. 93R- :
Aggregate
Principal amount of
the Notes to be
outstanding upon the
issuance and delivery
of this Note:
LA01 \1080\5526.3 A-3 94601.8
The terms and conditions of payment of such Note are as
set forth in such Note.
Very truly yours,
Authorized Person
LA01 %1080%5526.3 A-4 94601.8