93-051 JHI-IW:BDQ:rhc 03117/93
03~22/93
CITY OF ANAHEIM
RESOLUTION NO. 93R-51
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ANAHEIM PROVIDING FOR THE BORROWING OF FUNDS FOR
FISCAL YEAR 1992/1993 AND THE ISSUANCE AND SALE OF
1993 TAXABLE NOTES THEREFOR
RESOLVED, by the City Council of the City of Anaheim (the "City"), as follows:
WHEREAS, pursuant to Article 7.6 (commencing with section 53850) of Chapter 4 of Part
I of Division 2 of Title 5 of the California Government Code (the "Law"), this City Council (the
"Council") has found and determined that moneys are needed for the requirements of the City, a
municipal corporation and chartered city duly organized and existing under the laws of the State of
California, to satisfy obligations payable from the general fund of the City (the "General Fund"),
and that it is necessary that said sum be borrowed for such purpose at this time by the issuance of
temporary notes therefor in anticipation of the receipt of taxes, revenue and other moneys to be
received by the City for the General Fund during or allocable to the fiscal year of the City
beginning July 1, 1992, and ending ~une 30, 1993 ("Fiscal Year 1992/1993");
NOW, THEREFORE, it is hereby DETERMINED and ORDERED as follows:
Section I. Limitation on Maximum Amount The principal amount of notes issued pursuant
hereto, when added to the interest payable thereon, shall not exceed eighty-five percent (85%) of
the estimated amount of the taxes, revenue and other moneys of the City for the General Fund
attributable to Fiscal Year 1992/1993, and available for the payment of said notes and the interest
thereon (as hereinafter provided).
Section 2. Authorization and Terms of Notes. Solely for the purpose of anticipating taxes,
revenue and other moneys to be received by the City for the General Fund during or allocable to
Fiscal .Year 1992/1993, and not pursua. nt to any common plan of financing, the City hereby
determines to and shall borrow the principal amount of sixty million dollars ($60,000,000) by the
issuance of temporary notes under the Law, designated "City of Anaheim (Orange County,
California) 1993 Taxable Notes" (the "Notes"). The Notes shall be dated the date of delivery
thereof, shall mature (without option of prior redemption) 364 days thereafter (or the next
preceding business day ff such day is not a business day), and shall bear interest from their date,
payable at maturity and computed on a 30-day month/360-day year basis. Both the principal of and
interest on the Notes shall be payable in lawful money of the United States of America, as
described below.
Section 3. Form of Notes: Book Entry Only System. The Notes shall be issued in fully
registered form, without coupons, and shall be substantially in the form and substance set forth in
Exhibit A attached hereto and by reference inco~orated herein, the blanks in said form to be filled
in with appropriate words and figures. The Notes shall be numbered from 1 consecutively upward
in order of issuance, shall be in the denomination of $1,000 each or any integral multiple thereof.
"CUSIP" identification numbers shall be imprinted on the Notes, but such numbers shall
not constitute a part of the contract evidenced by the Notes and any error or omission with respect
thereto shall not constitute cause for refusal of any purchaser to accept delivery of and pay for the
Notes. In addition, failure on the part of the City to use such CUSI~ numbers in any notice to the
registered owners of the Notes shall not constitute an event of default or any violation of the City's
contract with such owners and shall not impair the effectiveness of any such notice.
Except as provided below, the owner of all of the Notes shah be The Depository Trust
Company, New York, New York ("DTC"), and the Notes shall be registered in th~ name of Cede
& Co., as nominee for DTC. The Notes shall be initially executed and delivered in the form of a
single fully registered Note in the full aggregate principal amount of the Notes. The City may treat
DTC (or its nominee) as the sole and exclusive owner of the Notes registered in its name for all
purposes of this Resolution, and the City shall not be affected by any notice to the contrary. The
City shall not have any respons'thility or obligation to any participant of DTC (a "Participant"), any
person claiming a beneficial ownership interest in the Notes under or through DTC or a Participant
(a "Beneficial Owner"), or any other person not shown on the register of the City as being an
owner, with respect to the accuracy of any records maintained by DTC or any Participant or the
payment by DTC or any Participant by DTC or any Participant of any amount in respect of the
principal or interest with respect to the Notes. The City shall pay all principal and interest with
respect to the Notes only to DTC or its nominee, and all such payments shall be valid and effective
to fully satisfy and discharge the City's obligations with respect to the principal and interest with
respect to the Notes to the extent of the sum or sums so paid. Except under the conditions noted
below, no person other than DTC shall receive a Note. Upon delivery b.y DTC to the City of
written notice to the effect that DTC has determined to substitute a new nominee in place of Cede &
Co., the term "Cede & Co." in this Resolution shall refer to such new nominee of DTC.
If the City determines that it is in the best interest of the Beneficial Owners that they be able
to obtain Notes and delivers a written certificate to DTC to that effect, DTC shall notify the
Participants of the availability through DTC of Notes. In such event, the City shall issue, transfer
and exchange Notes as requested by DTC and any other owners in appropriate amounts. DTC may
determine to discontinue providing its services with respect to the Notes at any time by giving
notice to the City and discharging its responsibilities with respect thereto under applicable law.
Under such circumstances (if there is no successor securities depository), the City shall be
obligated to deliver Notes as described in this Resolution. Whenever DTC requests the City to do
so, the City will cooperate with DTC in taking appropriate action after reasonable notice to (a)
make available one or more separate Notes evidencing the Notes to any DTC Participant having
Notes credited to its DTC account or (b) arrange for another securities depository to maintain
custody of Certificates evidencing the Notes.
Notwithstanding any other provision of this Resolution to the contrary, so long as any
Note is registered in the name of Cede & Co., as nominee of DTC, all payments with respect to the
principal and interest with respect to such Note and all notices with respect to such Note shall be
made and given, respectively, to DTC as provided as in the representation letter delivered on the
date of issuance of the Notes.
Section 4. Repayment Account. There is hereby created, within the General Fund, a special
account to be designated the "1993 Taxable Note Repayment Account" (the "Repayment Account")
and applied as directed in this Resolution. Any money placed in the Repayment Account shall be
for the benefit of the owners of the Notes and, until the Notes and all interest thereon are paid or
until provision has been made for the payment of the Notes at maturity with interest to maturity, the
moneys in the Repayment Account shall be applied solely for the purposes for which the
Repayment Account is created; provided, however, that any interest earned on amounts deposited
in the Repayment Account shall periodically be transferred to the General Fund.
The proceeds of the sale of the Notes shall be deposited in the Repayment Account. In
addition, on the date of closing, the City shall transfer to the Repayment Account an amount
which, together with the proceeds of the sale of the Notes deposited therein, causes the aggregate
amount therein to be equal to the total principal of and interest on the Notes on the maturity date
thereof.
Section 5. Security. The principal amount of the Notes, together with the interest thereon,
shall be payable from taxes, revenue and other moneys which are received by the City for the
General Fund for Fiscal Year 1992/1993. As security for the payment of the principal of and
interest on the Notes the City hereby pledges all amounts on deposit in the Repayment Account.
On the maturity date of the Notes, the City shall transfer to DTC the moneys in the
Repayment Account necessary to pay the principal of and interest on the Notes at maturity and to
the extent said moneys are insufficient therefor an amount of moneys from the General Fund
(attributable from Fiscal Year 1992/1993) which will enable payment of the full principal of and
interest on the Notes at maturity. DTC will thereupon make payments of principal of and interest
on the Notes to the DTC Participants who will thereupon make payments to the Beneficial Owners
of the Notes. Any moneys remaining in the Repayment Account after the Notes and the interest
thereon have been paid, or provision for such payment has been made, shall be transferred to the
General Fund.
Section 6. Deposit and Investment of Repayment Account. All moneys held by the City in
the Repayment Account, if not invested, shall be held in time or demand deposits as public funds
and shall be secured at all times by bonds or other obligations which are authorized by law as
security for public deposits, of a market value at least equal to the amount required by law.
Moneys in the Repayment Account shall, to the greatest extent possible, be invested by the
City Treasurer or the designee of the City Treasurer directly, or through an investment agreement,
in investments as permitted by the laws of the State of California as now in effect and as hereafter
amended, and the proceeds of any such investments shall be deposited in the Repayment Account.
Section 7. Execution of Notes. The Mayor, the City Manager, the City Treasurer or the
Finance Director of the City is hereby authorized to execute the Notes by manual or facsimile
signature, and the City Clerk of the City is hereby authorized to countersign the same by manual or
facsimile signature (although at least one of such signatures shall be manual) and to affix the seal of
the City thereto by facsimile impression thereof, and said officers are hereby authorized to cause
the blank spaces thereof to be filled in as may be appropriate.
Section 8. Transfer of Notes. Any Note may, in accordance with its terms, but only if the
City determines to no longer maintain the book enmy only status of the Notes, DTC determines to
discontinue providing such services and no successor securities depository is named or DTC
requests the City to deliver Note certificates to particular DTC Participants, be transferred, upon the
books required to be kept pursuant to the provisions of Section 11 hereof, by the person in whose
name it is registered, in person or by his duly authorized attorney, upon surrender of such Note for
cancellation at the office of the City Clerk, accompanied by delivery of a written instrument of
transfer in a form approved by the City, duly executed.
Whenever any Note or Notes shall be surrendered for transfer, the City shall execute and
the Paying Agent shall authenticate and deliver a new Note or Notes, for like aggregate principal
amount.
Section 9. Exchange of Notes. Any Note may, in accordance with its tenus, but only. if the
City determines to no longer maintain the book en~'y only status of the Notes, DTC determines to
discontinue providing such services and no successor securities depository is named or DTC
requests the City to deliver Note certificates to particular DTC Participants, be exchanged at the
office of the City Clerk for a like aggregate principal amount of Notes of authorized denominations
and of the same maturity.
Section 10. Note Register. The City shall keep or cause to be kept sufficient books for the
registration and transfer of the Notes if the book entry only system is no longer in effect and, in
such case, the City Clerk shall register or transfer or cause to be registered or transferred, on said
books, Notes as herein before provided. While the book entry only system is in effect, such books
need not be kept as the Notes will be represented by one Note registered in the name of Cede &
Co., as nominee for DTC.
Section 11. Terrtporary Notes. The Notes may be initially issued in temporary form
exchangeable for definitive Notes when ready for delivery. The temporary Notes may be printed,
lithographed br typevaitten, shall be of such denominations as may be determined by the City, and
may contain such reference to any of the provisions of this Resolution as may be appropriate.
Every temporary Note shall be executed by the City upon the same conditions and in substantially
the same manner as the definitive Notes. If the City issues temporary Notes it will execute and
furnish definitive Notes without delay, and thereupon the temporary Notes may be surrendered,
for cancellation, in exchange therefor at the office of the City Clerk and the City Clerk shall deliver
in exchange for such temporary Notes an equal aggregate principal amount of definitive Notes of
authorized denominations. Until so exchanged, the temporary Notes shall be entitled to the same
benefits pursuant to this Resolution as def'mifive Notes executed and delivered hereunder.
Section 12. Notes Mutilated. Lost. Destroyed or Stolen. If any Note shall become mutilated
the City, at the expense of the owner of said Note, shall execute and deliver a new Note of like
maturity and principal amount in exchange and substitution for the Note so mutilated, but only
upon surrender to the City Clerk of the Note so mutilated. Every mutilated Note so surrendered to
the City Clerk shall be canceled and delivered to, or upon the order of, the City. If any Note shall
be lost, destroyed or stolen, evidence of such loss, destruction or theft may be submitted to the
City and, if such evidence be satisfactory to the City and indemnity satisfactory to it shall be given,
the City, at the expense of the owner, shall execute and deliver a new Note of like maturity and
principal amount in lieu of and in substitution for the Note so lost, destroyed or stolen. The City
may require payment of a sum not exceeding the actual cost of preparing each new Note issued
under this Section 13 and of the expenses which may be incurred by the City in the premises. Any
Note issued under the provisions of this Section 13 in lieu of any Note alleged to be lost, destroyed
or stolen shall constitute an original additional contractual obligation on the part of the City whether
or not the Note so alleged to be lost, destroyed or stolen be at any time enforceable by anyone, and
shall be equally and proportionately entified to the benefits of this Resolution with all other Notes
issued pursuant to this Resolution.
Section 13. Covenants and Warranties. It is hereby covertanted and warranted by the City
that all representations and recitali contained in this Resolution are true and correct, and that the
City and its appropriate officials have duly taken all proceedings necessary to be taken by them,
and will take any additional proceedings necessary to be taken by them, for the prompt collection
and enforcement of the taxes, revenue, cash receipts and other moneys pledged hereunder in
accordance with law and for carrying out the provisions of this Resolution.
Section 14. Sale of the Notes. A note purchase agreement (the "Purchase Agreement") by
and between the City and Ranscher Pierce Refsnes Inc. (the "Underwriter") relating to the
purchase by the Underwriter of the Notes, substantially in the form held by the City Clerk, be and
is hereby approved. The Finance Director is hereby authorized and directed to execute the Purchase
Agreement, with such changes, insertions or omissions as may be approved by such official, and
so long as the terms and conditions of the Notes issued and delivered pursuant to the Purchase
Agreement are consistent with the requirements herein stated and so long as the Underwfiter's
compensation with respect to the Notes does not exceed .45%.
Section 15. Official Statement A preliminary official statement (the "Preliminary Official
Statement") describing the financing, together with any changes therein or additions thereto
deemed advisable by the Finance Director, substantially in the form held by th8 City Clerk, is
hereby approved. The City Council hereby authorizes and directs the Finance Director, on behalf
of the City, to deem "final" pursuant to Rule 15c2-12 under the Securities Exchange Act of 1934
(the "Rule") the Preliminary Official Statement prior to its distribution by the Underwriter.
The Underwriter, on behalf of the City, is authorized and directed to cause the Preliminary
Official Statement to be distributed to such municipal bond broker-dealers, banking institutions and
other persons as may be interested in purchasing the Notes therein offered for sale.
The Finance Director is authorized and directed to cause the Preliminary Official Statement
to be brought into the form of a final official statement (the "Final Official Statement") and to
execute said Final Official Statement, dated as of the date of the sale of the Notes, and a statement
that the facts contained in the Final Official Statement, and any supplement or amendment thereto
(which shall be deemed an original part thereof for the purpose of such statement) were, at the time
of sale of the Notes, tmc and correct in all material respects and that the Final Official Statement did
not, on the date of sale of the Notes, and does not, as of the date of delivery of the Notes, contain
any untrue statement of a material fact with respect to the City or omit to state material facts with
respect to the City required to be stated where necessary to make any statement made therein not
misleading in the light of the circumstances under which it was made. The Finance Director shall
take such further actions prior to the signing of the Final Official Statement as are deemed
necessary or appropriate to verify the accuracy thereof. The execution of the final Official
Statement, which shall include such changes and additions thereto deemed advisable by the
Finance Director and such information permitted to be excluded from the Preliminary Official
Statement pursuant to the Rule, shall be conclusive evidence of the approval of the final Official .
Statement by the City.
The Final Official Statement, when prepared, is approved for distribution in connection
with the offering and sale of the Notes.
Section 16. Preparation of Notes: Official Action. Jones Hall Hill & White, A Professional
Law Corporation, as Bond Counsel, is directed to cause suitable Notes to be prepared showing on
their face that the same bear interest at the rate specified by the Underwriter, and to cause the blank
spaces therein to he filled in to comply with the provisions of this Resolution, and to procure their
execution by the proper officers, and to cause the Notes to be delivered when so executed to DTC
on behalf of the successful bidder or bidders therefor upon the receipt of the purchase price by the
City in accordance with such successful bid or bids.
The Mayor, the City Manager, the Finance Director, the Assistant Finance Director, the
City Treasurer and the City Clerk, or any of them, are further authorized and directed to make,
execute and deliver such certificates, agreements and other closing documents as are necessary to
consummate the transactions contemplated by this Resolution.
The FOREGOING RESOLUTION was approved and adopted by the City Council of the
City of Anaheim this 23rd day of March, 1993. by the following vote:
Attest:
CITY CLERK OF THE (~rl'Y OF ANAHEIM
STATE OF CALIFORNIA )
ORANGE COUNTY )
CITY OF ANAHEIM )
1, LEONORA N. SOHL, City Clerk of the City of Anaheim, do hereby certify that the
foregoing Resolution No. 93R- ~1 was introduced and adopted at a regular meeting provided by
law of the City Council of the City of Anaheim held on the 23rd day of Mamh, 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 1 FURTHER CERTIFY that the Mayor of the City of Anaheim signed said
Resolution No. 93R- 51 on the 24th day of March, 1993.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the
City of Anaheim this 24th day of March, 1993.
CITY CLERK OF THE CITY OF ANAHEIM
(SEAL)
I, LEONORA N. SOHL, City Clerk of the City of Anaheim, do hereby certify that the
foregoing is the original of Resolution No. 93R-_51 duly passed and adopted by the Anaheim
City Council on March 23, 1993.
CITY CLERK OF THE CITY OF ANAHEIM
-7-
EXHIBIT A
FORM OF NOTE
No. 1 *****$60,000,000*****
C1TY OF ANAHEIM
(Orange County, California)
1993 TAXABLE NOTE
INTEREST RATE: ISSUE DATE: MATURITY DATE: CUSIP:
REGISTERED OWNER: CEDE & CO.
PRINCIPAL SUM: SIXTY M/LLION DOLLARS
The CITY OF ANAHEIM, a municipal corporation and charterM city, duly organized and
existing under and by virtue of the Constitution and laws of the State of California (the "City"), for
value received hereby promises to pay to the Registered Owner stated above, or registered assigns
(the "Owner"), on the Maturity Date stated above, the Principal Sum stated above, in lawful money
of the United States of America, and to pay interest thereon in like lawful money at the rate per
annum stated above, payable on the Maturity Date stated above, calculated on the basis of 360-day
year composed of twelve 30-day months. Both the principal of and interest on this Note shall be
payable at maturity to the Owner.
It is hereby certified, recited and declared that this Note is one of an authorized issue of
Notes in the aggregate principal amount of sixty million dollars ($60,000,000), all of like tenor,
issued pursuant to the provisions of Resolution No. 93R- of the City Council of the City duly
passed and adopted on March 23, 1993, and pursuant to Article 7.6 (commencing with section
53850) of Chapter 4, Part 1, Division 2, Title 5, of the California Government Code, and that all
things, conditions and acts reqnired to exist, happen and be performed precedent to and in the
issuance of the Notes exist, have happened and have been performed in regular and due time, form
and manner as requ'tred by law, and that this Note, together with all other indebtedness and
obligations of the City, does not exceed any limit prescribed by the Constitution or statutes of the
State of C~lifomia.
The principal amount of the Notes, together with the interest thereon, shall be payable from
taxes, revenue and other moneys which are received by the City for the General Fund of the City
for Fiscal Year 1992/1993. As security for the payment of the principal of and interest on the Notes
the City has pledged all amounts deposited in a Repayment Account within the City's general fund,
consisting of amounts sufficient to pay the full principal of and interest on the Notes at maturity.
(such pledged amounts being hereinafter called the "Pledged Revenues"). The principal of the
Notes and the interest thereon shall constitute a first lien and charge thereon and shall be payable
from the Pledged Revenues. To the extent not so paid from the Pledged Revenues, the Notes shall
be paid from any other moneys of the City lawfully available therefor.
Exhibit A
Page 1
The Notes are issuable as fully registered Notes, without coupons, in denominations of
$1,000 and any integral multiple thereof. Subject to the limitations and conditions as provided in
the Resolution, Notes may be exchanged for a like aggregate principal amount of Notes of other
authorized denominations and of the same maturity.
The Notes are not subject to redemption prior to maturity.
This Note is transferable by the Owner hereof, but only under the circumstances, in the
manner and subject to the limitations provided in the Resolution. Upon registration of such transfer
a new Note or Notes, of authorized denomination or denominations, for the same aggregate
principal amount and of the same maturity will be issued to the transferee in exchange herefor.
The City may treat the Owner hereof as the absolute owner hereof for all purposes, and the
City shall not be affected by any notice to the contraxy.
Unless this certificate is present~t by an authorized representative of The Depository Trust
Company to the issuer or its agent for registration of transfer, exchange or payment, and any
certificate issued is registered in the name of Cede & Co. or such other name as requested by an
authorized representative of The Depository Trust Company and any payment is made to Cede &
Co., ANY TRANSFER, PLEDGE OR OTHER USE HEREOF FOR VALUE OR OTHERWISE
BY OR TO ANY PERSON IS WRONGFUL since the registered owner hereof, Cede & Co., has
an interest herein.
IN W1TNESS WHEREOF, the City of Anaheim has caused this Note to be executed by the
Finance Director of the City and countersigned by the City Clerk of the City, and caused its official
seal to be affixed hereto all as of the Issue Date stated above.
CITY OF ANAHEIM
By [Si;naturcl
Finance Director
[SEAL]
Countersigned:
By [Signature]
City Clerk
Exhibit A
P~e 2
ABBREVIATIONS
The following abbreviations, when used in the inscription on the face of this Note, shall be conslrued as
though they were written out in full according to applicable laws or regulations:
TEN COM - as tenants in common UNn: Ol.t,T MIN ACT. Custo~iun
TEN ENT -- as tenants by the (Cust) (Minor) ~
entireties under Uniform Gifts to Minors
~r TEN -- az joint tenants wilh Act
__ right of survivorship (Suite)
__ and not as tenants in
corn moll
ADDITIONAL ABBREVIATIONS MAY ALSO BE USED
THOUGH NOT IN ~ LIST ABOVE
(FORM OF ASSIGNMENT)
For value received the undersigned hereby sells, assigns and wamfers unto
(Name, Address and Tax Identification or Social Security Number of Assignee)
the within-registered Note and hereby irrevocably constitute(s) and appoints(s)
31torrley,
to transfer the same on the Note register of the City with full power of substitution in the premises.
Dated;
Signature Goaranteeck
NOTICE: Signature(s) must be 8uaranteed by a NOTICE: The signature(s) on this assignment
q.~li~*~A gnarante¢. must cotw~x~d with the name(s) as writtea
on the face of the within Note in every
pardcular without alteralion or enlargement
or any change whatsoever.
Exhibit A
Page 3