HomeMy WebLinkAboutCity Council - 6483 RESOLUTION NO. 6483
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
HUNTINGTON BEACH PROVIDING FOR THE BORROWING
OF FUNDS FOR FISCAL YEAR 1993-1994 AND THE
ISSUANCE AND SALE OF 1993 TAX AND REVENUE
ANTICIPATION NOTES THEREFOR
WHEREAS, pursuant to Sections 53850 et seq. of the
Government Code of the State of Calfornia (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, 1993 and ending June 30, 1994 ("Fiscal Year 1993-1994") ;
NOW, THEREFORE, the City Council of the City of Huntington
Beach hereby finds, determines, declares and resolves as
follows :
Section 1. Recitals True and Correct. All of the
recitals herein set forth are true and correct, and the Council
so finds and determines .
Section 2 . 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
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(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 1993-1994 , and available for the
payment of said notes and the interest thereon (as hereinafter
provided) .
Section 3 . Issuance 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 of the City during or
allocable to Fiscal Year 1993-1994 , and not pursuant to any
common plan of financing, the City hereby determines to and
shall borrow the principal amount of not to exceed
Sixteen Million Five Hundred Dollars ($16. 500, 000) 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 1993 Tax and Revenue
Anticipation Notes" (the "Notes" ) . The Notes shall be dated
the date of issue, shall mature (without option of prior
redemption) on not more than one year from their date of issue,
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 4 . 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
incorporated herein, the blanks in said form to be filled in
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with appropriate words and figures . The Notes shall be
numbered from 1 consecutively upward, 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 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 Trust Company, New York, New York
( "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 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 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
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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
wth 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
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
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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 5 . Use of Proceeds . The moneys so borrowed
shall be 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 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
1993-1994 . 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, from "unrestricted moneys" , as hereinafter
defined, to be received in�ember, 1993 , (b) an amount equal
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to twenty-five percent { 25 %) of the aggregate principal
amount of the Notes, from unrestricted moneys to be received
nDqgff 1994, (c) an amount equal to fifty percent
{ 50 %) of the aggregate principal amount of the Notes, from
unrestricted moneys to be received in A ril , 1994, and
(d) an amount equal to all interest due on the Notes at
maturity, from unrestricted moneys to be received in may ,
1994 (all such pledged amounts described in clauses (a) through
(d) above 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. 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 1993-1994 and which are generally available for the
payment of current expenses and other obligations of the City.
Section 7 . Repayment Fund. There is hereby created a
special fund to be held by the City designated the "1993 Tax
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and Revenue Anticipation Note Repayment Fund" (the "Repayment
Fund") and applied as directed in this Resolution. Any money
placed in the Repayment Fund shall be for the benefit of the
holders 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 Fund shall be applied solely for the
purposes for which the Repayment Fund is created.
During or prior to the months of December ,
1993, _-. February , 1994, April , 1994
and May , 1994, the City shall deposit all Pledged
Revenues in the Repayment Fund. On 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 Notes . 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.
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Section 8 . Deposit and Investment of Fund. All moneys
held by the City in the Repayment Fund, 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 of at least equal to the amount 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 of Notes . The City Administrator
of the City, Finance Director and any authorized 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 and
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 . Covenants and Warranties . 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 taken by them, for
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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 . Transfer of Notes . Any Note may, in
accordance with its terms, but 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 particular DTC
Participants , be transferred, upon the books required to be
kept pursuant to the provisions of Section 13 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 . Exchange of Notes . Notes may be exchanged
at the office of the City for a like aggregate principal amount
of Notrs of authorized denominations and of the same maturity.
Section 13 . Note Regi-ster. 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
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6483
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 . Temnorarv _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 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 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 hereunder .
Section 15 . Notes Mutilated, Lgst . Destroyed or Stolen.
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
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6483
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 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 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 Notes issued pursuant to this
Resolution.
Section 16. Tax Covenants . (a) No Arbitrage. The
District shall not take, nor permit nor suffer to be taken any
action with respect to the 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 day of
issuance of the Notes (the "Closing Date") would have caused
the Notes to be "arbitrage bonds" within the meaning of section
148 of the Internal Revenue Code of 1986 (the "Code") .
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(b) Rebate Requirement . The District shall take any and
all actions necessary to assure compliance with section 148(f)
of the Code, relating to the rebate of excess investment
earnings, if any, to the federal government .
(c) Private Activity Bond Limitation. The District shall
assure that proceeds of the Notes are not so used as to cause
the Notes to satisfy the private business tests of section
141(b) of the Code.
(d) Private Loan Financing Limitation. The District shall
assure that proceeds of the Notes are not so used as to cause
the Notes to satisfy the private loan financing test of section
141(c) of the Code.
(e) Federal Guarantee Prohibition. The District shall not
take any action or permit or suffer any action to be taken if
the result of the same would be to cause any of the Notes to be
"federally guaranteed" within the meaning of section 149 (b) of
the Code.
(f) Maintenance of Tax-Exemption. The District shall take
all actions necessary to assure the exclusion of interest on
the Notes from the gross income of the owners of the Notes to
the same extent as such interest is permitted to be excluded
from gross income under the Code as in effect on the Closing
Date.
(g) Small Issuer Exemption from Bank Nondeductibility
Restriction. The District hereby designates the Notes for
purposes of paragraph (3) of section 265(b) of the Code and
covenants that the Notes do not constitute private activity
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bonds as defined in section 141 of the Code and that the
aggregate face amount of all tax-exempt obligations issued by
the District (including all subordinate entities of the
District and all entities which may issue obligations on behalf
of the District) during the calendar year 1993 will not exceed
$10, 000, 000, excluding, however, private activity bonds, as
defined in section 141 of the Code (other than qualified
501(c) (3) bonds as defined in section 145 of the Code) and
current refunding obligations having a principal amount not in
excess of the refunded obligation.
Section 17, Sale of Notes . Kelling, Northcross &
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 f1Ve percent
(L%) . The definitive principal amount of Notes to be issued
shall be determined by the Financial Advisor, on 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
directed to accept an offer from such purchaser, for and in the
name of the City, by notice to such purchaser . The City
Manager, Finance Director or any authorized designee of the
City is hereby authorized to execute a Note purchase agreement
or other document in connection with such award.
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Section 18 . Preliminary Official Statement . The
Financial Advisor is hereby authorized to prepare a Preliminary
Official Statement and an Official Statement 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 advisable by any of
them, and to execute a statement at the time of delivery of the
Notes to the Purchaser to the effect that the Final Official
Statement does not contain any untrue statement of a material
fact or omit to state a material fact required to be stated
therein or necessary in order to make the statements therein,
in light of the circumstances under which they were made, not
misleading. The Mayor of the City, City Manager, 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 .
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Section 19 . Agreement for Bond Counsel Services : Costs
of Issuance. The City Council hereby approves that certain
agreement for bond counsel services by and between the City and
Jones Hall Hill & White, A Professional Law Corporation, in
substantially the form presented at this meeting, and the Mayor
of the City, City Manager, Finance Director or any authorized
designee of the City are hereby authorized and directed to sign
said agreement for and on 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 owing to any officers or employees of the City for
their services rendered in connection with the issuance of the
Notes, shall be payable solely from the proceeds of the Notes .
Section 20. Execution of Closing Documents . 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.
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PASSED AND ADOPTED this 17th day of May 1993 .
Mayor
ATTEST: APPROVED AS TO FORM:
City Clerk �� City Attorneys
REVIEWED AND APPROVED: T OVED:
Admini trator eput ty Admin' trat
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,
KELLING, NORTHCROSS & NOBRIGA, INC.
Bond Management Services for Public Agencies
59 5 Zvi arker Street
Suitt 1350
San Francisco,CA 94105
415.362.4110
FAX 415.957,2610
i
April 29, 1993
Mr. Robert Franz
Deputy,City Administrator
City of Huntington Beach
2000 Main Street
Huntington Beach, CA 92648
Dear Mr, Franz:
We are advised that the City of Huntington Beach (the "City") is contemplating the
offering of 1993 Tax and Revenue Anticipation Notes ("Notes"). We are further advised that
you wish to employ the services of a Bond Manager to assist you in the structure and marketing
of said Notes. Accordingly, Kelling, Northeross & Nobriga, Inc. ("KNN")proposes to perform
certain services in connection with your financing.
Services to be performed by KNN
1. Advise and consult with the City with respect to the par value and other terms and
conditions upon which the Notes shall be issued such as the maturity schedule and pledge
dates. Advise City on administration and flow of funds for the payment of the Notes.
2. Coordinate the efforts of bond counsel, paying agent and City officials with respect to
the preparation and approval of financing documents by the City Council. KNN will
attend all meetings and assist City staff with any presentations needed.
3. Prepare the official statement to be used in connection with the offering of the Notes.
The official statement will be designed to disclose all material facts in connection with
the Notes, including the purpose of the issue, the security for the Notes and the available
sources of payment.
4. Recommend an underwriting firm based upon discussions with various underwriters best
qualified to market this issue and monitor their sales effort on your behalf to insure that
the lowest possible interest rate is achieved.
5. Coordinate the work of the City, staff and bond counsel to ensure that the financing
closes in a prompt manner. Coordinate the delivery, printing and final approval of Notes
and the final official statement and the preparation of closing certificates.
City's Obligation
The City agrees to cooperate with KNN, bond counsel and other parties to the
transaction, and to furnish the necessary information for the preparation and drafting of the legal
documents and to assert its best efforts to verify the accuracy of such information contained in
such documents.
-Charter Member, National association of Independent Public Finance Advisors•
5776 Stoncridbe Mall Road Suite 380 Pleasanton,CA 945SE 510-734-0735 FAX 51 J-734-0757 6483
Mr. Robert Franz
April 29, 1993
Page Two
Compensation and Expenses
For the services to be provided by KNN as outlined above, KNN will be compensated
in the amount of $7,000. KNN agrees to pay its own out-of-pocket expenses, including local
travel, computer, telephone, and the like, incurred by us in performing our duties and
obligations. The expense of printing and distribution of the official statement, rating service fee,
bond counsel fee and expenses, travel expenses of City officials, the printing and delivery of the
Notes, paying agent fees, any special courier or delivery charges, and the cost of obtaining
statistical data for the printing, publishing and distribution of the official statement shall be paid
by the City.
KELLING, 7�..TZ.
NOBRIGA, INC.
By:
ent
Accepted:
CT1i Y OF
By: /l,-
Rc)bert Fr z, Deputy ty 'strator
Date: 1
Michael T. Uberuaga, City Administrator
Date:
6483
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EXHIBIT A
CITY OF HUNTINGTON BEACH
(ORANGE COUNTY, CALIFORNIA)
1993 TAX AND REVENUE ANTICIPATION NOTE
INTEREST RATE: MATURITY DATE: ISSUE DATE: CUSIP:
July 1, 1993
REGISTERED OWNER: CEDE & CO.
PRINCIPAL SUM: DOLLARS
The CITY OF HUNTINGTON BEACH , Orange County, State of California (the
"City"), acknowledges itself indebted, and promises to pay, to the Registered Owner stated
above, or registered assigns (the "Owner"), on the Maturity Date stated above, the
Principal Sum stated above, in lawful money of the United States of America, and to pay
interest thereon in like lawful money at the rate per annum stated above, payable on the
Maturity Date stated above, calculated on the basis of 360-day year comprised of twelve 30-
day months. Both the principal of and interest on this Note shall be payable at maturity to
the Owner.
It is hereby certified, recited and declared that this Note is one of an authorized
issue of notes in the aggregate principal amount of ______________ Dollars
($ ), all of like tenor, issued pursuant to the provisions of Resolution No.
of the City Council of the City duly passed and adopted on , 1993 (the "Resolution"),
and pursuant to Article 7.6 (commencing with Section 53550) of Chapter 4, Part 1,
Division 2, Title 5, of the California Government Code, and that all conditions, things and
acts required to exist, happen and be performed precedent to and in the issuance of this
Note do exist, have happened and have 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
statutes of the State of California.
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 1993-1994. 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 , 1993, an amount equal to —% of the
aggregate principal amount of the Notes, (b) to be received in , 1994, an amount
equal to _% of the aggregate principal amount of the Notes and (c) to be received in
- , 1994, an amount equal to interest on the Notes at maturity (all such pledged
amounts described in clauses (a) through (c) above 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, 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
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the City for Fiscal Year 1993-1994 and which are generally available for the payment of
current expenses and other obligations of the City.
The Notes are issuable as fully registered notes, without coupons, in
denominations of $1,000 each or 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 for this Note.
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 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 its official seal to be affixed hereto all as of this 1st day of July, 1993.
CITY OF HUNTINGTON BEACH
By:
Title:
(SEALl
Countersigned:
City Clerk
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ABBREVIATIONS
The following 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
JT TEN -- as joint tenants with Act
------------------------------
right of survivorship (State)
and not as tenants in
common
ADDITIONAL ABBREVIATIONS MAY ALSO BE USED
THOUGH NOT IN THE LIST ABOVE
ASSIGNMENT
For value received, the undersigned do(es) hereby sell, assign and transfer unto
(Name,Address and Tax Identification or Social Security Number of Assignee)
the within Note and do(es)hereby irrevocably constitute and appoint
attorney, to transfer the same on the registration books of the City, with full power of
substitution in the premises.
Dated:
Signature Guaranteed:
NOTICE: Sig-nature(s) must be guaranteed by a NOTICE: The signature on this Assignment must
member firm of any national stock correspond with the name(s) as written on
exchange or a commercial bank of trust the face of the within Note in every
company particular without alteration or
enlargement or any change whatsoever.
A-3
6483
[LETTERHEAD OF JONES HALL HILL & WHITE]
July 1, 1993
City Council
City of Huntington Beach
2000 Main Street
Huntington Beach, California 92648
OPINION: $ City of Huntington Beach (Orange County, California) 1993
Tax and Revenue Anticipation Notes
Members of the City Council:
We have acted as bond counsel to the City of Huntington Beach (the "City") in
connection with the issuance by the City of $ principal amount of the City of
Huntington Beach (Orange County, California) 1993 Tax and Revenue Anticipation Notes,
dated July 1, 1993 (the "Notes"), pursuant to Article 7.6 (commencing with section 53850),
Chapter 4, Part 1, Division 2, Title 5 of the California Government Code, and a resolution of
the City Council of the City (the "Council"), entitled "Resolution Providing for the
Borrowing of Funds for Fiscal Year 1993-1994 and the Issuance and Sale of 1993 Tax and
Revenue Anticipation Notes Therefor," adopted on , 1993 (the "Resolution"). We
have examined the law and such certified proceedings and other papers as we deemed
necessary to render this opinion.
As to questions of fact material to our opinion, we have relied upon representations
of the City contained in the Resolution and in the certified proceedings and certifications of
public officials and others furnished to us, without undertaking to verify such facts by
independent investigation.
Based upon our examination, we are of the opinion, as of the date hereof, that:
1. The City is duly created and validly existing as a municipal corporation with the
power to cause the Council to issue the Notes on its behalf and to perform its obligations
under the Resolution and the Notes.
6483
City of Huntington Beach
July 1, 1993
page 2
2. The Resolution has been duly adopted by the Council and creates a valid first lien
on the funds pledged under the Resolution for the security of the Notes.
3. The Notes have been duly authorized, executed and delivered by the City and are
valid and binding general obligations of the City enforceable in accordance with their
terms.
4. The interest on the Notes is excluded from gross income for federal income tax
purposes and is not an item of tax preference for purposes of the federal alternative
minimum tax imposed on individuals and corporations; it should be noted, however, that,
for the purpose of computing the alternative minimum tax imposed on corporations (as
defined for federal income tax purposes), such interest is taken into account in determining
certain income and earnings. The opinions set forth in the preceding sentence are subject to
the condition that the City comply with all requirements of the Internal Revenue Code of
1986 that must be satisfied subsequent to the issuance of the Notes, in order that interest
thereon be, or continue to be, excluded from gross income for federal income tax purposes.
The City has covenanted to comply with each such requirement. Failure to comply with
certain of such requirements may cause the inclusion of interest on the Notes in gross
income for federal income tax purposes to be retroactive to the date of issuance of the Notes.
We express no opinion regarding other federal tax consequences arising with respect to the
Notes.
6. The interest on the Notes is exempt from personal income taxation imposed by the
State of California.
The rights of the owners of the Notes and the enforceability thereof may be subject
to bankruptcy, insolvency, moratorium and other similar laws affecting creditors' rights
heretofore or hereafter enacted and their enforcement may be subject to the exercise of
judicial discretion in accordance with general principles of equity.
Respectfully submitted,
A Professional Law Corporation
6483
Res. No. 6483
STATE OF CALIFORNIA
COUNTY OF ORANGE ss:
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 17th day
of May 19 93 by the following vote:
AYES: Councilmembers:
ROBITAILLE, BAUER, MOULTON-PATTERSON, WINCHELL, 'SILVA, SULLIVAN, LEIPZIG
NOES: Councilmembers:
NONE
ABSENT: Councilmembers:
NONE
City Clerk and ex-otticio Clerk
of the City Council of the- City
of Huntington Beach, California