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RESOLUTION NO. 6391
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF HUN MGTON BEACH
PROVIDING FOR THE BORROWING OF FUNDS FOR FISCAL YEAR
1992.1993 AND THE ISSUANCE AND SALE OF 1992 TAX AND
REVENUE ANTICIPATION NOTES THEREFOR
---------Wa-w-. -----------
WBEREAS, pursuant to Sections, 53860 et seq. of the Government Code of the State
of California (the "State"), this City Council (the "Council") has found and determined
that moneys are needed for the requirements of the City of Huntington Beach (the "City"),
a municipal corporation duly organized and existing under the laws of the State, to
satisfy obligations payable from the General Fund of the City, 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 of the City during or allocable to the fiscal year of the City
beginning July 1, 1992 and ending June 30, 1993 ("Fiscal Year 1992.1993");
NOW, TH AiEFORE, the City Council of the City of Huntington Beach hereby
finds, determines, declares and resolves as follows;
Section 1. Rgnita1_s]! 3jg and Correct, All of the recitals herein set forth are true
and correct, and the Council so finds and determines.
Section 2. Lirnitatinn WjXgWmom 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 uncollected taxes, revenue and
other moneys of the City for the General Fund of the City attributable to Fiscal Year 1992-
1993, and available for the payment of said notes and the interest thereon (as hereinafter
provided),
Sections. Isiquanen synd Termg of Notes, Solely for the purpose of anticipating
taxes, revenue and other moneys to be received by the City for the General Fund of the
City during or allocable to Fiscal Year 1992.1993, and not pursuant to any common plan
of financing, the City hereby determines to and shall borrow the principal amount of not
to exceed Five Million Dollars ($5,000,040) by the issuance of temporary notes under
Sections 53850 et seq. of the Government Code of the State, designated "City of Huntington
Beach (Orange County, California) 1992 Tax and Revenue Anticipation ;Notes" (the
"Notes'). The Notes shall be dated the date of issue, shall mature (without option of prior
redemption) on June 30, 1993, and shall bear interest from their date, payable at maturity
and computed on a 30-day monthf960-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.
Section4. FMM ofNotpic Bonk TM�, Only&stern. 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 incorporated herein, the
blanks ,in said form to bs filled in with appropriate wards and figures. The Notes shall be
numbered from 1 consecutively upward, shall be in the denomination of $1,000 each or
ary integral multiple thereof.
"CLi SIP" 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 CUSIP numbers in any notice to registered owners of the Notes shall not constitute
an event of default or any violation of the City's contract with such registered owners and
shall not impair the effectiveness of any such notice.
Except as provided below, the owner of all of the Notes shall be The Depository
Trast Company, New York, New York C"DTC"), and the Notes shall be registered in the
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
o,yvner 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
responsibility 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, or any other person which is 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, 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 by 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 Dotes. 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.
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Section 5. Use of P'rneeeds. The -moneys so bon-owed shall ba deposited in the
General Fund of the City and used and expended by the City for any purpose for which it
is authorized to expend funds from the General Fund of the City,
Section 6. Security, The principal amount of the Notes, together with the merest
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 hereby covenants to deposit
to the Repayment Fund described below (a) an amount equal to twenty-five percent (25%)
of the aggregate principal amount of the Notes, froin "unrestricted moneys", as
hereinafter defined, to be received in December, 1992, (b) an amount equal to twenty-five
percent(26%) of the aggregate principal amount of the Notes, from unrestricted moneys
to be received in February, 1998, (c)an amount equal to fifty percent (50%) of the aggregate
principal amount of the Motes, from unrestricted moneys to be received in April, 1993,
and (d) an amount equal to all interest due on the Notes at maturity, from unrest:eted
moneys to be received in May, 1993 (all such pledged amounts described in clauses (a)
through (d) above being hereinafter called the "Pledged Revenues"). The principal cf 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. In the event that there are insufficient unrestricted moneys received by the City
to permit the deposit into the Repayment Fund of the full amount of the Pledged Revenues
to be deposited in any month by the last business day of such month, then the amount of
any deficiency shall be satisfied and made up from any other moneys of the City lawfully
available for the repayment of the Notes and interest thereon. The term "unrestricted
moneys" shall mean taxes, income, revenue, cash receipts, and other moneys intended
as receipts for the General Fund of the City for Fiscal Year 1992-1993 and which are
generally available for the payment of current expenses and other obligations of the City.
Section 7. There is hereby created a special fund to be held by
the City designated the "1992 Tax and Revenue Anticipation Note Repayment Fund" (the
"Repayment Fund") and applied as directed in this Resolution. Any money placed in the
I�e�;eyiiiCil� F"Lid bhull bu fuw Lhu bmimfit of Uto liulderts of Um NuGct,, ails wAil thi: N,46
and all interest thereon are paid or until provision has been made for the payment cf the
Notes at maturity with interest to maturity, the moneys in the Repayment Fund shall be
applied solely for the purposes for which the Repayment Fund is created.
During or prior to the months of December, 1992, February, 1993, April, 1993 and
May, 1993, the City shall deposit all Pledged Revenues in the Repayment Fund. Or, the
date of final maturity of the Notes, the moneys in the Repayment Fund, to the extent
necessary to pay the principal of and interest on the Notes at maturity, shall be
transferred by the City to DTC the moneys in the Repayment Fund necessary to pay the
principal of and interest on the Notes at maturity. To the extent said moneys are
insufficient therefor, an amount of moneys from the City's General Fund which will
enable payment of the full principal of and interest on the Notes at maturity shall be
transferred, or caused to be transferred, by the City to the DTC. DTC will thereupon
make payments of and interest on the Notes to the DTC Participants who will thereupon
make payments of principal and interest to the beneficial owners of the Dotes. Any
moneys remaining in the Repayment Fund after the Notes and the interest thereon have
been paid, or provision for such payment has been made, shall be transferred to the City.
Section 8. lIgnneit grid T;tueAmpat ref Eund, All moneys held by the City in the
Repayment Fund, if not invested, shall be held in time or deme,.-id deposits as ~ablic
funds and shall be secured at all times by bonds or other obligations which are authorized
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6391
by lav: as security for public deposits, of a market value at least equal to the amcunt
required by law.
Moneys in the Repayment Fund shall, to the greatest extent possible, be invested by
the City directly, or through an investment agreement, in investments as permitted by
the laws of the State as now in effect and as hereafter amended, and the proceeds of any
such investments shall be deposited in the Repayment Fund and shall be part of the
Pledged Revenues.
Section.9. Execution ofN&S,I The City Manager of the City, Finance Director and
any a-�,thorized designee of the City are hereby separately authorized to execute the `Notes
by manual signature, and the City Clerk of the City is hereby authorized to countersign
the same by facsimile signature anal to affix the seal of the City thereto either manually or
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 10. it is hereby covenanted and warranted by
the City that all representations and recitals 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
taker, 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 11. Tr ,nx. r, of Notea. Any Note may, in accordance with its terms, out
only if the City determines to no longer maintain the book entry 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 particuler DTC
Participants, be transferred, upon the books required to be kept pursuant to the provisions
of Section !3 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,
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 deliver a new Note or Notes, for like aggregate principal amount.
Section 12. FAr,�,hangs of,Nn ts. Notes may be exchanged at the office of the City for
a like aggregate principal amount of Notes of authorized denominations and of the same
rn a,tlrity.
Section 13. No��'iat er. 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 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 14. TgMnUrary 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 or typewritten, 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
upor_ -he same conditions and in substantially the same manner as the definitive Notes.
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MA'. Lc, `:1-- , _:t 7 F.E
If the City issues temporary Notes it will execute and furnish definitive Xotes without
delay, and thereupon the temporary Notes may be surrendered, for cancellation, in
exchange therefor at the office of the City and the City 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 definitive Notes executed and delivered
hereurader.
Section 15. Deatm e rStolen- If any Note shall become
mutilated the City, at the expense of the registered 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 of the Note so mutilated.
Every mutilated Note so surrendered to the City shall be canceled by it and delivered to, or
upon the order of, the City. If any Note shall be lost, destroyed or stolen, evidence of such
lose, 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
registered 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 15 and of the expenses which may be incurred by the City in the
premises. Any Note issued under the provisions of this Section 15 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
entitled to the benefits of this Resolution with all other Dotes issued pursuant to this
Resolution.
Section 16. &bitrageCevenanta and athfM FadjUal Tax, (a) Nonarbit asre
Qaven The City shall not take, nor permit nor Buffer to be taken by the Paying Agent
or otherwise, any action with respect to the gross proceeds of the Notes which if such
action had been reasonably expected to have been taken, or had been deliberately and
intentionally taken, on the date of the issuance of the Notes would have caused the Motes
to be "arbitrage bonds" within the meaning of Section 148(a) of the Code and Regulations
promulgated thereunder.
The City covenants that it will assure compliance with requirements for rebate of
excess investment earnings to the federal government in accordance with section 148(0 of
the Code, to the extent applicable, The City shall not be obligated to rebate excess
investment earnings to the federal government if the City complies with the Safe Harbor
Rules (as hereinafter defined),
"Safe Harbor Rules" means the rules set forth in section 148(f)(4)(B)(iii) of the
Code, which rules generally state that, in the case of an issue of tax and revenue
anticipation notes, the net proceeds of the notes (including interest earnings thereon)
shall be treated as expended for the governmental purpose of the issue on the first day
after the date of issuance that the cumulative cash flow deficit to be financed by such
issue exceeds ninety percent (90%) of the aggregate face amount of such issue.
"Cumulative cash flow deficit" is defined therein to mean, as of the date of computation,
the excess of the expenses paid during the period beginning on the date of issuance of the
notes and ending on the earliest of the maturity of the issue, the date six months after
such date of issuance or the date of computation of cumulative cash flow deficit, which
would ordinarily be paid out of ar financed by anticipated tax or other revenues over the
aggregate amount available (other than the proceeds of the issue) during ouch period for
the payment of such expenses.
.g 6391
In addition_, the City shall noz tape, nor permit nor super to be taken by the Paying
Agent or otherwise, any action which would cause the interest on the :dotes to be subject
tc Federal income taxation undar the Code.
(b) -Ng Egdacaj Gu rent-te. The City shall take no action nor permit nor suffer any
action to be taken if the result of the same would be to cause the Notes to be "federally
guaranteed" within the meaning of section 149(b) of the Code,
Section 17. gale of Notes. Ke11:ng, Northcross $v Nobriga, Inc., the financial
advisor to the City (the "Financial Advisor"), on behalf of the City, is authorized to identify
a purchaser for the Notes and to negotiate an interest rate and purchase price for the
Notes, so long as the net. interest cost to the City does not exceed seven percent (7%). The
definitive principal amount of Notes to be issued shall be determined by the Financial
Advisor, o^ behalf of the City, at the time of sale of the Notes to the purchaser identified.
The City Manager, Finance Director or any authorized designee of the City is hereby
authorized and di--ected to accept an offer from such purchaser, for and in the name of
,.he City, by notice to such purchaser. The City Manager, Finance Director or any
authorized designee cf the City is hereby- authorized to execute a Note pu-chase
agreement or other in connection Nvith such award.
S un 18. *� *•� 1 The F:.:a�nr:a:� -Ad, l-�. =en isor is heresy
authorized to prepare a Preliminary Official Statement and an Official Statemert
relating to the Notes, to be used in connection with the offering and sale of the Notes.
Distribution by the Financial Advisor of said Preliminary Official Statement to
prospective purchasers of the Notes is hereby approved. The City Manager, Finance
Director or any authorized designee of the City are hereby authorized and directed to
approve any changes in or additions to a final form of said Official Statement deemed
ad-,zsable by any of then:, and to execute a statement at the time of delivery of the Dotes to
t-he Purchaser to the effect t1ha; the Fin c:i Officiol Statement does not contain any untru-:=,
statement of a materia: -act or omit to state a me+erial fact required to be stated.ti:erein or
it :order to make the statements thereir, of thf. ci:rctimstances izn�?er
which they went rnade not misleading, The Mayor of he City, City Mavaager, Finance
Director or any authorized designee of the City is hereby authorized and directed to
execute and deliver the final official Statement for and in the name and on behalf of the
City.
The City Manager is hereby authorized to execute an appropriate certificate
stating his determination that the Preliminary Official Statement has been deemed
nearly final within the meaning of Rule 15c2.12 of the Securities Exchange Act of 1934.
Section 19. The City
Council hereby approves that certain agreement for bond counsel services by and between
the City and Jones Hail Hill & 'G"Vh t�, Professional Law Corporation, in substantially
the form presented at this u eeting, and the Iv:ayor of the City, City Mar.ager, FinaL.•-e
Director or any authorized designee of the City are hereby authorized and directed to sign
said agreement for and or_ behalf of the City. All costs incurred by the City in connection
with the issuance of the Notes, including but not limited to printing of any Official
Statement, rating agency costs (except rating service fees), bond counsel fees and
expenses, financial advisory fees and expenses, underwriting discount and costs, paying
agent fees and expenses, the cost of printing the Notes, and any compensation oR'ing to
any officers or employees, of the Cite for their services rendered in connection with the
cf the Notes, sha!1 he payable solely frcm the proceeds of the Notes
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Section 20. R=9 2 .ion of Cluaing D uncn 8 The Mayor, the City Clerk, the City
Manager, the Finance Director, the Treasurer and other officers of the City are
authorized and directed to execute such certificates, agreements and other closing
documents as are necessary to consummate the transactions contemplated by this
Resolution.
PASSED AND ADOPTED by the City Council of the City of Huntington Beach,
California, this let day of June, 1992, by the following vote:
AYES: Robitaille, Moulton-Patterson, Winchell, Silva, MacAllister
NOES. None
ABSENT: Green, Kelly
[S E A L)
Attest:
.Approved as to Form:
City Attorney
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EXI-IrBIT
CITY OF HUN LNGT-ON BEACH
(ORANGE COUNTY, CALIFORNIA)
1992 TAX AND REVENUE ANUCIPATION NOTE
INTEREST RATE: MATURITY DATE: ISSUE DATE: CUSIP:
June 30, 1993 July 1, 1992
REGISTEREr► k51r',M : CEDE & C18.
PRINCIPAL SUM: FIVE MILLION DOLLARS
The CITY OF HUNTINGTON BEACH , Orange County, State of California (the
"City"), acknowledges itself indebted, and 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, is� lawful money of :he United States of America, and to pay
interest thereon E. like lawful money at the rate per a,►Inum 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 t:,ie aggregate principal amount of Five Million Dollars ($5,000,000), all of
like tenor, iesued pursuant to the provisions of Resolution No. — of the City Council
of the City duly passed and adopted on June 1, 1992, and pursuant to Article 7.6
(commencing with Section 53860) of Chapter 4, Part 1, Division 2, Title 5, of the California
Government Code, aad that all things, conditions and acts required to exist, happen and
be performed precedent to and in the issuance of this Note have existed, happened and
been performed in regular and due time, form and manner as required by law, and that
this Note, together with all other indebtedness and obligations of the City, does not exceed
any limit prescribed by the Constitution or statuses of the State of California.
The principal amount of the Notes, together with the interest thereon, shall be
payable from taxes, revenue and other move;.- which are received by the City for the
General Fund of he City for Fiscal Year 1992.1993. As security for the payment of the
principal of and interest on the Notes the City has pledged, from "unrestricted moneys",
as hereinafter defined, (a) to be received in December, 1992, an amount equal to 25% of the
aggregate principal amount of the Notes, (b) to be received in February, 1993, an amount
equal to 50% of the aggregate principal amount of the Motes and(c) to be received in May,
1993, an amount equal to interest on the Notes at maturity (all such pledged amounts
de$crihed in clauses (a) through (c) above being hereinafter called the "Pledged
Revenues"). The principal of the Notes and the interest thereon shall conatitute a first
lien and charge thereon and shall be payable from the Pledged Revenues, and to the
extent not so paid shall be paid from any other moneys of the City lawfully available
therefor. As used herein, the term "unrestricted moneys" means the taxes, income,
revenue, cash receipts and other moneys, intended as receipts for the General Fund of
the City for Fiscal Year 1992,1993 and which are generally available for the payment of
current exper-ses and other obligations of the C:.y.
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1`IRY '9Z 11: 10 � 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 motes are not subject to redemption prior to maturity.
This Nate 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 Board may treat the Owner hereof as' the absolute owner hereof for all
purposes, and the Board shall not be affected by any notice to the contrary.
IN WITNESS WHEREOF, the City of Huntington Beach 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 this day of July 1992.
CITY OF HUNTINGTON BEACH
By:
Title: MAYOR
[8 E A LI
Countersigned;
APPROVED AS TO FORM:
City Clerk ]
Jam,
� c City Attorney
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'11-1Y Cal '92 —- ' 1-
F. 11
ABBREVIATIONS
The follov.-ing abbreviations, when used in the inscription on the face of this Note,
shall be construed as though they were written out in full according to applicable laws or
regulations:
TEN COM -- as tenants in common UNIF GIFT MIN ACT Custodian
TEN ENT-- as tenants by the (Gust) (Minor)
entireties under Uniform Gifts to Minors
dT TEN -- as,joint tenants with Act
------------------------------
right of survivorship (State)
.�
and not as tenants in
corrmon
ADDITIONAL ABBREVIATIONS MAY ALSO BE USED
THOUGH NOT IN THE LIST ABOVE
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(FORM OF ASSIGNNMNT)
For value received, the undersigned do(es) hereby sell, assign and transfer• unto
(Name,Addres9 and Tax Identtfication or Social Security Number of Amaionee)
the within Bond and do(es) hereby irrevocably constitute and appoint
attorney, to transfer the same on the registration books of the Trustee, with full power of
substitution in the premises.
Dated:
Signature Guaranteed:
NOTICE: Signature(s) must be guaranteed by a NOTICE: The signature on this assignma+t =us:
member firm of the New York Stock correspond with the naxne(s) as wrt:an cn
Exchange or a commercial lank of trust the face of the within Bond is ever}
company particular without alteret on yr
enlargement or any change whate:avain
A-4 6391
JoNES HALL RILL & WHITE,
A PROFESSIONAL LAW CORPORATION
I
AGPd El1+I M
BY AND BETWEEN THE CITY OF HUNTINGTON BEACH
AND JONES HALL HILL&WEOrl A PROFESSIONAL
LAW CORPORATION,FOR BOND COUNSEL SERVICES
IN CONNECTION WITH TAX AND REVENUE
ANTICIPATION NOTE PROCEEDINGS
FOR FISCAL YEAR 1992-1993
THIS AGREEMENT is entered into the 1st day of June 1992, by and
between THE CITY OF HUNTINGTON BEACH (the "Issuer") and JONES HALL HILL &
WHITE, A PROFESSIONAL LAW CORPORATION, San Francisco, California
("Attorneys");
W.ITNESSETH-
WHEREAS, the Issuer wishes to issue short-term tax and revenue anticipation
notes relating to fiscal year 1992.1993 of the Issuer (the "Notes") pursuant to Sections
53850 et seq. of the California Government Code; and
WHEREAS, in connection with such proceedings the Issuer requires the advice
and assistance of bond counsel; and
WAS, the Issuer has determined that Attorneys are qualified by training
and experience to perform the services of bond counsel, and Attorneys are willing to
provide such services; and
WHEREAS, the public interest, economy and general welfare will be served by this
Agreement;
NOW, THEREFORE, THE PARTIES HERETO MUTUALLY AGREE AS
FOLLOWS:
Section 1. Duties of Attgrneys. Attorneys shall do, carry out and perform all of the
following services as are necessary for the issuance of the Notes;
A. Consultation and cooperation with the Issuer's Attorney, financing
consultants and other consultants, underwriters, staff and employees of the
Issuer, and assisting such consultants, underwriters, staff and employees in the
formulation of a coordinated financial and legal Note issuance.
B. Preparation of all legal proceedings for the authorization, issuance and
delivery of Notes to the Issuer; including preparation of the resolution authorizing
the issuance of such Notes, fixing the date, denominations, numbers, maturity
and interest rates, providing the form of the Notes and authorizing their
execution, authentication and registration; certifying the terms and conditions
upon which the same are to be issued; providing for the setting up of special funds
for the disposition of proceeds of the sale of the Notes, including creation of a
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reserve fund, if any, and such other funds as may be advisable, and providing all
other details in connection therewith, including special covenants and clauses for
the protection of the interests of the Noteholders; preparation of the resolution
selling all or any part of the authorized Note issue; preparation of all documents
required for Note delivery, including cumulative cash flow deficit certificate
required by federal tax law, and supervising such delivery; preparation of all other
proceedings incidental or in connection with the issuance, sale and delivery of
Notes.
C. Application for any Internal Revenue Service or other rulings necessary
to assure tax-exempt status of the Notes, or as required by the purchaser of the
Notes.
D. Upon completion of proceedings to the satisfaction of Attorneys,
providing a legal opinion unqualifiedly approving in all regards the legality of all
proceedings for the authorization, issuance and delivery of Notes, and stating that
interest on the Notes is exempt from federal and state personal income taxation,
which opinion shall inure to the benefit of the purchasers of the Notes.
E. Any and all legal consultation requested by the Issuer concerning the
Notes at any time after delivery of the Notes; provided, however, that Attorneys
shall not be obligated pursuant to this Agreement to advise or consult with the
Issuer in the interpretation, implementation or administration of the provisions of
the resolution authorizing the issuance of the Notes which concern compliance
with the arbitrage and rebate provisions of the Internal Revenue Code of 1986, as
amended, and the regulations promulgated thereunder, it being understood that
such advice and consultation is to be provided, if desired by the Issuer, pursuant to
a separate consulting agreement and on terms mutually acceptable to Attorneys
and to the Issuer.
F. Such other and further services as are normally performed by bond
counsel in connection with the issuance of tax and revenue notes by
municipalities.
G. Attorneys will not be responsible for the preparation or content of the
official statement prepared by the financial consultant or underwriter other than
to examine said official statement as concerns description of Notes and matters
within Attorneys' knowledge.
Section 2. CQnD=&Won. For the services of Attorneys listed in subsections A
through G, inclusive, of Section 1, the Issuer will pay Attorneys a fee equal to one-
twentieth of one percent (1/20 of 1%) of the principal amount of Notes, with a minimum
fee of$3,500.
In addition, the Issuer shall pay to Attorneys all direct out-of-pocket expenses for
travel, messenger and delivery service, closing costs and expenses and expenses for other
services incurred in connection with the services rendered by Attorneys' duties
hereunder. Payment of said fees and expenses to Attorneys shall be due upon the
issuance of Notes and the delivery of the proceeds thereof to the Issuer, and said fees and
expenses shall be payable solely from the proceeds of the Notes and from no other funds of
the Issuer.
Section 3. JWsnonsibi]j,tier%!Qf the Issuer. The Issuer shall cooperate with
Attorneys and shall furnish Attorneys with certified copies of all proceedings taken by the
Issuer, or other deemed necessary by Attorneys to render an opinion upon the validity of
such proceedings. All costs and expenses incurred incidental to the actual issuance and
delivery of Notes, including the cost and expense of preparing certified copies of
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proceedings required by Attorneys in connection with the issuance of the Notes, the cost
of preparing the Notes for execution and delivery, all printing costs and publication costs,
and any other expenses incurred in connection with the issuance of Notes, shall be paid
from Note proceeds.
Section 4.Jw3Wnafion of Agreement, This Agreement may be terminated by the
Issuer at any time by giving written notice to Attorneys with or without cause. In the
event of termination, all finished and unfinished documents, exhibits, project data,
reports, and evidence shall, at the option of Issuer, becomes its property and shall be
delivered to it by Attorneys.
Section 5. Professional LiabilityAttorneys shall procure and
maintain professional liability insurance with coverage in an amount at least equal to
$1,000,000.00.
IN WITNESS WHEREOF, the Issuer and Attorneys have executed this Agreement
as of the date first above written.
THE CITY OF HUNTINGTON BEACH
Title:
Mayor
Attest:
Title: _
City Clerk
JONES HALL HILL& WHITE,
A PROFESSIONAL LAW CORPORATION
r
1 / �
William H. Madison
APPROVED AS TO FORM:
City Attorney
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6391
Res. No. 6391
STATE OF CALIFORNIA
COUNTY OF ORANGE 5s:
CITY OF HUNTINGTON BEACH )
I, CONNIE BROCKWAY, the duly elected, qualified City
Clerk of the City of Huntington Beach, and ex-officio Clerk of the
City Council of said City, do hereby certify that the whole number of
members of the City Council of the City of Huntington Beach is seven;
that the foregoing resolution was passed and adopted by the affirmative
vote of at least a majority of all the members of said City Council
at a regular meeting thereof held on the 1st day
of June 19 92 , by the following vote:
AYES: Councilmembers:
Robitaille, Moulton-Patterson Winchell, Silva, MacAllister
NOES: Councilmembers:
None
ABSENT: Councilmembers:
Green,Kell
y Clerk and ex-a icio er
of the City Council of the City
of Huntington Beach, California