HomeMy WebLinkAboutFile 1 of 2 - Emerald Cove - Revenue Bond - COP $4,600,000 REQUEST FOR CITY COUNCIL/REDEVELOPMENT AGENCY ACTION
RH 84-15
Date May 11, 1984
Submitted to. Honrable Mayor/Chairman and City Council/Redevelopment Agency Members
Submitted by• Charles W. Thompson, City Administrator/Chief Executive Officer
Prepared by: Charles P. cer, Special Projects Coordinator
Subject- APPROVAL OF FINANCING DOCUMENTS EMERALD COVE SENIOR APARTMENTS
Statement of Issue, Recommendation, Analysis, Funding Source, Alternative Actions, Attachments.
STATEMENT OF ISSUE:
The tax-exempt securities that will provide construction and permanent
financing for the Emerald Cove senior apartments have now been sold. To
consummate this transaction, it is necessary, for the City Council and
Redevelopment Agency to approve the three attached resolutions approving
the various documents necessary.
RECOMMENDATION:
Approve the following resolutions:
Redevelopment Agency Resolution Number 78
RESOLUTION OF THE REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON
BEACH AUTHORIZING AND DIRECTING EXECUTION OF LEASE AGREEMENT,
ASSIGNMENT AGREEMENT, TRUST AGREEMENT REIMBURSEMENT AGREEMENT AND
DEED OF TRUST, APPROVING FORM OF OFFICIAL STATEMENT AND SALE OF
CERTIFICATES OF PARTICIPATION WITH RESPECT TO MULTI-FAMILY RENTAL
HOUSING FACILITIES (EMERALD COVE SENIOR CITIZENS HOUSING PROJECT) ,
AND APPROVING RELATED DOCUMENTS AND OFFICIAL ACTION
Redevelopment Agency Resolution Number 79
RESOLUTION OF THE REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON
BEACH ESTABLISHING EMERALD COVE SENIOR CITIZENS HOUSING FUND AND
PROVIDING FOR THE USE THEREOF
City Council Resolution Number 5361
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF HUNTINGTON BEACH
AUTHORIZING AND DIRECTING EXECUTION OF LEASE AGREEMENT, ASSIGNMENT
AGREEMENT, TRUST AGREEMENT, REIMBURSEMENT AGREEMENT, APPROVING FORM
OF OFFICIAL STATEMENT AND SALE OF CERTIFICATES OF PARTICIPATION WITH
RESPECT TO MULTI-FAMILY HOUSING FACILITIES (EMERALD COVE SENIOR
CITIZENS HOUSING PROJECT) , AND APPROVING RELATED DOCUMENTS AND
OFFICIAL ACTION
I
Ph-)4/81
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O
RH 84-15
May 10, 1984
Page 2
ANALYSIS:
As you know, staff has been working for some months on the structure of
tax-exempt securities sale to provide construction and permit financing
for the Emerald Cove (formerly known as Terry Park) senior apartments. At
a joint meeting of the City Council and Redevelopment Agency held on
Monday, March 26, 1984, the City Council and Redevelopment Agency approved
the financing documents in concept.
You will recall that the Redevelopment Agency will own Emerald Cove and
lease the project to the City of Huntington Beach. This promise to make
lease payments on the part of the City is the basis upon which these
securities are sold. As additional security to the certificate buyers,
Golden State Sanwa Bank has agreed to post an irrevocable standby letter
of credit which will pay the principal amount due the certificate owners
should the City ever default or the project be destroyed, and insurance
proceeds are insufficient to fully compensate these owners. The fund
created by Redevelopment Agency Resolution Number 79 will be funded from
land sale proceeds payable to the Agency by The William Lyon Company for
sale of the adjacent condominium site. The financing documents require
establishment of this fund and reservation of its proceeds for long-term
repair/replacement of the project or to subsidize rents.
The documents relating to this transaction were forwarded to Moody's
Investors Service (one of the two principal rating agencies) , and the
issue has been awarded a AAA rating. The investment banking firm of Stone
& Youngberg, in its capacity as underwriter of these securities, has
distributed an Official Statement, marketed and priced the issue. It is
now time to execute the purchase contract with this firm and close the
transaction.
With City Council/Redevelopment Agency approval of the three attached
resolutions, financing for Emerald Cove will be complete, and following
registration of the certificate buyers by the Trustee (First Interstate
Bank), proceeds will be available to finance the construction now under
way within approximately two weeks.
FUNDING SOURCE:
Proceeds of certificates of participation sale
ALTERNATIVE ACTION:
If these resolutions are not approved, the sale of the certificates of
participation cannot be consummated, and construction of Emerald Cove will
be curtailed.
ATTACHMENTS:
Resolution Number 78
Resolution Number 79
Resolution Number 5361
CWT:SVK:aa
RESOLUTION NO. 78
RESOLUTION OF THE REDEVELOPMENT AGENCY OF THE CITY
OF HUNTINGTON BEACH AUTHORIZING AND DIRECTING EXECUTION
OF LEASE AGREEMENT, ASSIGNMENT AGREEMENT, TRUST AGREE-
MENT REIMBURSEMENT AGREEMENT AND DEED OF TRUST, APPROVING
FORM OF OFFICIAL STATEMENT AND SALE OF CERTIFICATES OF
PARTICIPATION WITH RESPECT TO MULTI-FAMILY RENTAL HOUSING
FACILITIES (EMERALD COVE SENIOR CITIZENS HOUSING PROJECT),
AND APPROVING RELATED DOCUMENTS AND OFFICIAL ACTION
WHEREAS, The Redevelopment Agency of the City of Huntington Beach (the
"Agency" ) presently owns certain land located in a redevelopment project area
of the Agency; and
WHEREAS, the Agency proposes to construct multi-family housing facilities
on said land, to be known as the Emerald Cove Senior Citizens Housing Project,
and to lease all of said land and multi-family housing facilities (collec-
tively, the "Project") to the City pursuant to that certain Lease Agreement
dated as of Apr-rl7 1 , 1984, by and between the City and the Agency (the "Lease
Agreement" ); and N
018--WHEREAS, the Agency proposes to finance all su[�fjD
ition and construc-
tion by assigning to First Interstate Bank of California, as trustee, (the
"Trustee") certain rights of the Agency under the L ase Agreement, pursuant to
that certain Assignment Agreement dated as of - 1 1 , 1984, by and between
the Agency and the Trustee (the "Assignment Agreement"), and to enter into
that , certain Trust Agreement dated as of Apr 1 , 1984, (the "Trust Agree-
ment") whereby the Trustee agrees to execute a�d delver certain Certificates
of Participation (the "Certificates") evidencing the proportionate interests
of the owners thereof in lease payments made b_y. the City under the Lease
Agreement; and
WHEREAS, the Certificates are to be secured by an irrevocable letter of
credit issued by Golden State Sanwa Bank (the "Bank"), and the Bank has
requested that, as a condition of the issuance of such letter of credit, and
the Agency establish a lien on the Project for the benefit of the Trustee
pursuant to that certain Deed of Trust dated as of Apr-iI 1 , 1984 the "Deed of
Trust"); and
t�ib
WHEREAS, Stone & Youngberg (the "Underwriter") i-nt-ends—te-5-tbm-i-t�an offer
to acquire the Certificates and has heretofore caused to be prepared a pre-
liminary Official Statement describing the Certificates; and
WHEREAS, the Agency has duly called and conducted a public hearing on the
proposed lease of the Project to the City pursuant to the Lease Agreement in
accordance with Section 33431 of the California Health and Safety Code, at
w1ich hearing all interested parties were given an opportunity to be heard;
ano 3
a,3
WHEREAS, the Agency approves all of said transactions in furtherance of
the public purposes of the Agency;NOW, THEREFORE, BE IT RESOLVED by the Redevelopment Agency of the City of
Huntington Beach, as follows:
Section 1 : Lease Agreement. The Agency hereby approves the lease of the
Project by the Agency to the City pursuant to the Lease Agreement attached
hereto as Exhibit A.
Section 2: Trust Agreement and Assignment Agreement. The Agency hereby
approves the rust greemen Exhibit B. an the Assignment Agreement attached hereto as
Section 3: Deed of Trust. The Agency hereby approves the Deed of Trust
as attache hereto as xhibit C.
Lection 4: Sale of Certificates. The Agency hereby approves the sale of
the Certificates to the Underwriter pursuant to that certain Contract of
Purchase in the form attached hereto as Exhibit E.
Section 5: Official Statement. The Agency hereby approves the Official
Statement describing t e ertificates, attached hereto as Exhibit F.
Section 6: Official Actions. The Chairman, the Chief Executive Officer,
the Senior COmmu ty Development Specialist, the Chief of Administrative
Services, the Treasurer, the Secretary and any and all other officers of the
Agency are each authorized and directed in the name and on behalf of the
Agency to make any and all assignments, certificates, requisitions, agree-
ments, notices, consents, instruments of conveyance, warrants and other
documents, which they or any of them might deem necessary or appropriate in
order to consummate any of the transactions contemplated by the agreements and
documents approved pursuant to this Resolution.
Section 7: Effective Date. This Resolution shall take effect from and
after the date o i s passage and adoption.
PASSED AND ADOPTED this a-231
5-f-day off—Marc-h, 1984, by the following vote:
AYES: R�
NOES:
ABSENT:
ATTLST:
P
Agency ClerK Chairperson
� 1
J
h
APPROVED AS TO FORM: INITIATED AND APPROVED AS TO CONTENT:
Agency CoNn4:se S^ e e opment Coordinator
APPROVED AS TO FORM:
S�ecial LegalZCounse '"7
APPROVED•
hT xecutive Crff icer
} S
i 1
nl
RESOLUTION NO. 79
RESOLUTION OF THE REDEVELOPMENT AGENCY OF THE CITY
OF HUNTINGTON BEACH ESTABLISHING EMERALD COVE SENIOR
CITIZENS HOUSING FUND AND PROVIDING FOR THE USE THEREOF
WHEREAS, the Redevelopment Agency of the City of Huntington Beach (the
"Agency") is proceeding to assist the financing of certain multi-family rental
property known as the Emerald Cove Senior Citizens Housing Project (the "Pro-
ject"), as more fully described in that certain Lease Agreement dated as of
Apt 1 , 1984, by and between the Agency and the City of Huntington Beach (the
"C'i ty"); and
WHEREAS, the Agency presently owns certain land adjacent to the Project,
(the "Property"), all of which the Agency has heretofore agreed to sell to The
(!Fo�lWilliam Lyon Company, a California corporation, (the "Company" ) pursuant to
that certain Disposition and Development agreement dated as of February 7,
1983, by and between the Agency and the Company; and
WHEREAS, the Agency and the City wish to provide that the proceeds of sale
of such lands to the Company be deposited in a special fund to be held by the
Agency and applied to benefit the Project as provided herein;
NOW, THEREFORE, BE IT RESOLVED BY THE REDEVELOPMENT AGENCY of the City of
Huntington Beach as follows:
Section 1 : Establishment of Special Fund. The Agency hereby establishes
a sp'121, 111 un to a nown as t e mera ove Senior Citizens Housing Fund"
(the "Fund") which shall be held by the Agency and into which shall be depo-
sited the proceeds of sale of the Property promptly upon receipt thereof by
the agency. Additional amounts may be deposited by the Agency from time to
time in the sole discretion of the Agency. During the term of the Lease
Agreement, monies in the Fund shall be held and applied by the Agency solely
as provided in Section 2.
Section 2: Application of Fund. All amounts derived from the investment
of monies in the Fund shall be deposited and retained in the Fund. The Agency
shrill withdraw amounts from the Fund, from time to time and in such amounts as
the Agency shall deem advisable in its sole discretion, and expended solely
for one or more of the following purposes and in the following order of
priority: ( 1) Reimbursement to City for the expenditure of Housing & Commu-
nity Development Block Grant Funds as part of the Emerald Cove Senior Citizens
Housing Financing Program. (2) to subsidize any portion of the rents charged
by the City to any Lower-Income Tenants (as such term is defined in the Lease
Agreement) of the Project, such amounts to be payable by the Agency to the
City and applied towards the payment of such rents; or (3) to pay on behalf of
the City, or reimburse the City for payment of, any of the obligations of the
City under the Lease Agreement including, but not limited to, the obligation
of the City to pay Lease Payments thereunder and to pay the costs of operating
�.� and'maintaining the Project; or (4) to support in any other manner whatsoever
the financing, maintenance or operation of the Project or the objective of the
City and the Agency to make the Project available to such Lower-Income Tenants.
i
Section 3: Other Uses of Fund. If, in any fiscal year of the Agency,
the amounts derived from the investment of monies in the Fund exceed the
amounts applied by the Agency under Section 2 hereof, the amount of such
excess may in the sole discretion of the Agency be withdrawn from the Fund and
applied to any other lawful purpose of the Agency.
Section 4: Effective Date. This resolution shall take effect from and
after the date of its passage and adoption.
PASSED AND ADOPTED this 1_9 day of Mardi, 1984, by the following votes:
AYES:
NOES:
ABSENT:
ATTEST:
Agency Clerk th—alrperson
APPROVED AS TO FORM: INITIATED AND APPROVED AS TO CONTENT:
ge4yyounse 1 _m. i�e3eve' ofi pment Coordinator
APPROVED AS TO FORM:
Special ency ounse
APPROVED:
le xecutive ice
,7
4)3
RESOLUTION NO. 5361
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF HUNTINGTON
BEACH AUTHORIZING AND DIRECTING EXECUTION OF LEASE AGREE-
MENT, ASSIGNMENT AGREEMENT, TRUST AGREEMENT, REIMBURSEMENT
AGREEMENT, APPROVING FORM OF OFFICIAL STATEMENT AND SALE OF
CERTIFICATES OF PARTICIPATION WITH RESPECT TO MULTI-FAMILY
HOUSING FACILITIES (EMERALD COVE SENIOR CITIZENS HOUSING
PROJECT) , AND APPROVING RELATED DOCUMENTS AND OFFICIAL ACTION
WHEREAS, the Redevelopment Agency of the City of Huntington Beach (the
"Agency"), presently owns certain land located in a redevelopment project area
of the Agency; and
WHEREAS, the Agency proposed to construct multi-family housing facilities
on said land, to be known as the Emerald Cove Senior Citizens Housing Project,
and to lease all of said land and multi-family housing facilities (collec-
tively, the "Project") to the City pursuant to that certain Lease Agreement
dated as of Aprl- 1 , 1984, by and between the City and the Agency (the "Lease
Agreement"); and
WHEREAS, the Agency proposes Co finance Q 1 such acquisition and con-
struction by assigning to First Interstate Bank of\California, as trustee (the
"Trustee") certain rights of the Agency\,rder the Lease Agreement, pursuant to
that certain Assignment Agreement dated as of Apr-4 1 , 1984, by and between
the Agency and the Trustee (the "Assignmment Agreement" ), and to enter into
that certain Trust Agreement dated as of Apr-�l 1 , 1984, by and among the City,
the Agency and the Trustee (the "Trust Agreement" ) whereby the Trustee agrees
to execute and deliver certain Certificates of Participation (the "Certifi-
cates"), evidencing the proportionate interests of the owners thereof in lease
payments made by the City under the Lease Agreement; and
WHEREAS, the Certificates are to be secured by an irrevocable letter of
credit issued by Golden State Sanwa Bank (the "Bank"), and the Bank has
requested that, as a condition of the issuance of such letter of credit, the
City enter into that certain Letter of Credit and Reimbursement Agreement
dated as of 1 , 1984. by and between the City and the Bank (the "Reim-
bursement Agree nt")• and
►�.� t " S-"'
WHEREAS, Stone & Youngberg (the "Underwriter") tend-s-to-submrt an offer
to acquire the Certificates and has heretofore caused to be prepared a preli-
minary Official Statement describing the Certificates; and
WHEREAS, the City Council approves all of said transactions in the public
interests of the City;
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Hun-
tington Beach, as follows:
Section l : Lease Agreement. The City Council hereby approves the lease
of the Project by the Agency to the City pursuant to the Lease Agreement
attached hereto as Exhibit A.
Section 2: Trust Aqreement and Assignment Aqreement. The City Counci+l
hereby approves the Trust Agreement and the Assignment Agreement attached
hereto as Exhibit B.
Section 3: Letter of Credit and Reimbursement Agreement. The City
Counattached
hereby approves the Letter o Credit an Reimbursement Agreement
attached hereto as Exhibit C.
Section 4: Sale of Certificates . The City Council hereby approves the
sale of the Certif icates o t e n erwriter pursuant to that Contract of Pur-
chase attached hereto as Exhibit E. The Certificates shall be substantiality
as described in the form of Official Statement on file with the City Clerk and
hereinafter approved. The City Administrator is hereby authorized and
directed for and in the name and on behalf of the City to deliver said Con-
tract of Purchase upon submission of a firm offer by the Underwriter to
purchase the Certificates.
Section 5: Official Statement. The City Council hereby approves the
Official Statement describing the Certificates, as attached hereto as Exhibit
F. The Underwriter is hereby authorized to distribute said Official Statement
to prospective purchasers of the Certificates. The City Administrator is
hereby authorized to execute said final Official Statement for and in the name
and on behalf of the City.
Section 6: Official Actions. The Mayor, the City Administrator, the
Senior Community eve opment pecialist, the Chief of Administrative Services,
the City Clerk and any and all other officers of the City are each authorized
and directed in the name and on behalf of the City to make any and all assign-
ments, certificates, requisitions, agreements, notices, consents, instruments
of conveyance, warrants and other documents, which they or any of them might
deem necessary or appropriate in order to consummate any of the transactions
contemplated by the agreements and documents approved pursuant to this Reso-
lution.
Section 7: Effective Date. This Resolution shall take effect from and
after the date o its passage and adoption.
PASSED AND ADOPTED this +9 day of M 1984, by the following vote:
AYES:
NOES:
ABSENT:
ATTEST:
ity Clerk Mayor
• • 1
C� a
p,3
d
APPROVED AS TO FORM: INITIATED AND APPROVED AS TO CONTENT:
rn �.�, Redeve opment Coordinator
APPROVED:
F
W�- 4 1r
MT y Administrator
c
RESOLUTION NO. 78
RESOLUTION OF THE REDEVELOPMENT AGENCY OF THE CITY
OF HUNTINGTON BEACH AUTHORIZING AND DIRECTING EXECUTION
OF LEASE AGREEMENT, ASSIGNMENT AGREEMENT, TRUST AGREE-
MENT REIMBURSEMENT AGREEMENT AND DEED OF TRUST, APPROVING
FORM OF OFFICIAL STATEMENT AND SALE OF CERTIFICATES OF
PARTICIPATION WITH RESPECT TO MULTI-FAMILY RENTAL HOUSING
FACILITIES (EMERALD COVE SENIOR CITIZENS HOUSING PROJECT),
AND APPROVING RELATED DOCUMENTS AND OFFICIAL ACTION
WHEREAS, The Redevelopment Agency of the City of Huntington Beach (the
"Agency") presently owns certain land located in a redevelopment project area
of the Agency; and
WHEREAS, the Agency proposes to construct multi-family housing facilities
on said land, to be known as the Emerald Cove Senior Citizens Housing Project,
and to lease all of said land and multi-family housing facilities (collec-
tively, the "Project") to the City pursuant to that certain Lease Agreement
dated as of May 1 , 1984, by and between the City and the Agency (the "Lease
Agreement"); and
a
#� WHEREAS, the Agency proposes to finance all such acquisition and construc-
tion by assigning to First Interstate Bank of California, as trustee, (the
"Trustee") certain rights of the Agency under the Lease Agreement, pursuant to
that certain Assignment Agreement dated as of May 1, 1984, by and between
the Agency and the Trustee (the "Assignment Agreement"), and to enter into
that certain Trust Agreement dated as of May 1, 1984, (the "Trust Agree-
ment") whereby the Trustee agrees to execute and deliver certain Certificates
of Participation (the "Certificates") evidencing the proportionate interests
of the owners thereof in lease payments made by the City under the Lease
Agreement; and
WHEREAS, the Certificates are to be secured by an irrevocable letter of
credit issued by Golden State Sanwa Bank (the "Bank"), and the Bank has
requested that,-as a condition of the issuance of such letter of credit, and
the Agency establish a lien on the Project for the benefit of the Trustee
pursuant to that certain Deed of Trust dated as of May 1 , 1984 (the "Deed of
Trust"); and
WHEREAS, Stone & Youngberg (the "Underwriter") Has submitted an offer
to acquire the Certificates and has heretofore caused to be prepared a pre-
liminary Official Statement describing the Certificates; and
WHEREAS, the Agency has duly called and conducted a public hearing on the
proposed lease of the Project to the City pursuant to the Lease Agreement in
r4l,
accordance with Section 33431 of the California Health and Safety Code, at
which hearing all interested parties were given an opportunity to be heard;
and
�f
APPROVED AS TO FORM: INITIATED AND APPROVED AS TO CONTENT:
Agency Co nse e e opment Coordinator
APPROVED AS TO FORM:
pecia Lega ounse APPROVED-APPROVED-
Chidf Executive Gfficer
M
�i�t7
WHEREAS, the Agency approves all of said transactions in furtherance of
the public purposes of the Agency;
NOW, THEREFORE, BE IT RESOLVED by the Redevelopment Agency of the City of
Huntington Beach, as follows:
Section 1 : Lease Agreement. The Agency hereby approves the lease of the
Project by the Agency to the City pursuant to the Lease Agreement attached
hereto as Exhibit A.
Section 2: Trust A reement and Assi nment A reement. The Agency hereby
approves the Trust Agreementand the Assignment Agreement attached hereto as
Exhibit B.
Section 3: Deed of Trust. The Agency hereby approves the Deed of Trust
as attached hereto as Exhibit—C.
Section 4: Sale of Certificates. The Agency hereby approves the sale of
the Certificates to the Underwriter pursuant to that certain Contract of
Purchase in the form attached hereto as Exhibit E.
Section 5: Official Statement. The Agency hereby approves the Official
, Statement describing the ert— icates, attached hereto as Exhibit F.
Section 6: Official Actions. The Chairman, the Chief Executive Officer,
the Senior Commuity eve opment Specialist, the Chief of Administrative
+ Services, the Treasurer, the Secretary and any and all other officers of the
Agency are each authorized and directed in the name and on behalf of the
Agency to make any and all assignments, certificates, requisitions, agree-
ments, notices, consents, instruments of conveyance, warrants and other
documents, which they or any of them might deem necessary or appropriate in
order to consummate any of the transactions contemplated by the agreements and
documents approved pursuant to this Resolution.
Section 7: Effective Date. This Resolution shall take effect from and
after the date of its passage and adoption.
PASSED AND ADOPTED this 31st day of May 1984, by the following vote:
AYES: PaUinson, MacAllister, Thomas, Kelly, Finley
NOES: None
ABSENT: Bailey, mandic
ATTEST:
Agency, er ha1rper
Res. No. 78 -
STATE OF CALIFORNIA )
COUNTY OF ORANGE )
CITY OF HUNTINGTON BEACH)
I , ALICIA M. WENTWORTH, Clerk of the Redevelopment Agency of the
City of Huntington Beach, California, DO HEREBY CERTIFY that the foregoing
resolution was duly adopted by the Redevelopment Agency of the City of
Huntington Beach at a meeting of said Redevelopment Agency held on the
31st day of May 1984 , and that it was so adopted
by the following vote:
AYES: Members:
Pattinson, MacAllister, Thomas. Kelly, Finley_
NOES: Members:
None
ABSENT: Members:
Bsiley, Mandic
Clerk of the Redevelopment Agency of
the City of Huntington Beach, Ca.
�n
RESOLUTION NO. 79
RESOLUTION OF THE REDEVELOPMENT AGENCY OF THE CITY
OF HUNTINGTON BEACH ESTABLISHING EMERALD COVE SENIOR
CITIZENS HOUSING FUND AND PROVIDING FOR THE USE THEREOF
WHEREAS, the Redevelopment Agency of the City of Huntington Beach (the
"Agency") is proceeding to assist the financing of certain multi-family rental
property known as the Emerald Cove Senior Citizens Housing Project (the "Pro-
ject"), as more fully described in that certain Lease Agreement dated as of
May 1, 1984, by and between the Agency and the City of Huntington Beach (the
"City"); and
WHEREAS, the Agency presently owns certain land adjacent to the Project,
(the "Property"), all of which the Agency has heretofore agreed to sell to The
William Lyon Company, a California corporation, (the "Company" ) pursuant to
that certain Disposition and Development agreement dated as of February 7,
1983, by and between the Agency and the Company; and
WHEREAS, the Agency and the City wish to provide that the proceeds of sale
of such lands to the Company be deposited in a special fund to be held by the
Agency and applied to benefit the Project as provided herein;
h NOW, THEREFORE, BE IT RESOLVED BY THE REDEVELOPMENT AGENCY of the City of
�`" Huntington Beach as follows:
Section 1 : Establishment of S ecial Fund. The Agency hereby establishes
a special fund to be known as the mera ove Senior Citizens Housing Fund"
(the "Fund") which shall be held by the Agency and into which shall be depo-
sited the proceeds of sale of the Property promptly upon receipt thereof by
the Agency. Additional amounts may be deposited by the Agency from time to
time in the sole discretion of the Agency. During the term of the Lease
Agreement, monies in the Fund shall be held and applied by the Agency solely
as provided in Section 2.
Section 2: Application of Fund. All amounts derived from the investment
of monies in the Fund shall be deposited and retained in the Fund. The Agency
shall withdraw amounts from the Fund, from time to time and in such amounts as
the Agency shall deem advisable in its sole discretion, and dxpended solely
for one or more of the following purposes and in the following order of
priority: ( 1 ) Reimbursement to City for the expenditure of Housing & Commu-
nity Development Block Grant Funds as part of the Emerald Cove Senior Citizens
Housing Financing Program. (2) to subsidize any portion of the rents charged
by the City to any Lower-Income Tenants (as such term is defined in the Lease
Agreement) of the Project, such amounts to be payable by the Agency to the
City and applied towards the payment of such rents; or (3) to pay on behalf of
the City, or reimburse the City for payment of, any of the obligations of the
City under the Lease Agreement including, but not limited to, the obligation
of the City to pay Lease Payments thereunder and to pay the costs of operating
and maintaining the Project; or (4) to support in any other manner whatsoever
the financing, maintenance or operation of the Project or the objective of the
City and the Agency to make the Project available to such Lower-Income Tenants.
N
s,
Section 3: Other Uses of Fund. If, in any fiscal year of the Agency,
the amounts derived from the investment of monies in the Fund exceed the
amounts applied by the Agency under Section 2 hereof, the amount of such
excess may in the sole discretion of the Agency be withdrawn from the Fund and
applied to any other lawful purpose of the Agency.
Section 4: Effective Date. This resolution shall take effect from and
after the date of its passage and adoption.
PASSED AND ADOPTED this 31st day of May 1984, by the following votes:
AYES: Pattinson, MacAllister, Thomas, Kelly, Finley
NOES: None
ABSENT: Bailey, Mandic
ATTEST:
2gency Clerk &Chperson
APPROVED AS TO FORM: INITIATED AND APPROVED AS TO CONTENT:
Agency ounse edevelopment Coordinator
APPROVED AS TO FORM:
Special Agency Counsel
APPROVED:
ie xecutive OfficeK
Res. No. 79
STATE OF CALIFORNIA )
COUNTY OF ORANGE )
CITY OF HUNTINGTON BEACH)
I , ALICIA M. WENTWORTH, Clerk of the Redevelopment Agency of the
City of Huntington Beach, California, DO HEREBY CERTIFY that the foregoing
resolution was duly adopted by the Redevelopment Agency of the City of
Huntington Beach at a meeting of said Redevelopment Agency held orr the
31st day of May 19 84 , and that it was so adopted
by the following vote:
AYES: Members:
lattinson, MacAllister, Thomas, Kelly, Finley
` NOES: Members:
None
ABSENT: Members:
Bailey, Mandic
Clerk of the Redevelopment Agency of
the City of Huntington Beach, Ca.
�n
RESOLUTION NO. 5361
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF HUNTINGTON
BEACH AUTHORIZING AND DIRECTING EXECUTION OF LEASE AGREE-
MENT, ASSIGNMENT AGREEMENT, TRUST AGREEMENT, REIMBURSEMENT
AGREEMENT, APPROVING FORM OF OFFICIAL STATEMENT AND SALE OF
CERTIFICATES OF PARTICIPATION WITH RESPECT TO MULTI-FAMILY
HOUSING FACILITIES (EMERALD COVE SENIOR CITIZENS HOUSING
PROJECT), AND APPROVING RELATED DOCUMENTS AND OFFICIAL ACTION
WHEREAS, the Redevelopment Agency of the City of Huntington Beach (the
"Agency"), presently owns certain land located in a redevelopment project area
of the Agency; and
WHEREAS, the Agency proposed to construct multi-family housing facilities
on said land, to be known as the Emerald Cove Senior Citizens Housing Project,
and to lease all of said land and multi-family housing facilities (collec-
tively, the "Project") to the City pursuant to that certain Lease Agreement
dated as of May 1, 1984, by and between the City and the Agency (the "Lease
Agreement"); and
WHEREAS, the Agency proposes to finance all such acquisition and con-
struction by assigning to First Interstate Bank of California, as trustee (the
.,' "Trustee") certain rights of the Agency under the Lease Agreement, pursuant to
that certain Assignment Agreement dated as of May 1, 1984, by and between
the Agency and the Trustee (the "Assignmment Agreement"), and to enter into
that certain Trust Agreement dated as of May 1, 1984, by and among the City,
the Agency and the Trustee (the "Trust Agreement") whereby the Trustee agrees
to execute and deliver certain Certificates of Participation (the "Certifi-
cates"), evidencing the proportionate interests of the owners thereof in lease
payments made by the City under the Lease Agreement; and
WHEREAS, the Certificates are to be secured by an irrevocable letter of
credit issued by Golden State Sanwa Bank (the "Bank"), and the Bank has
requested that, as a condition of the issuance of such letter of credit, the
City enter into that certain Letter of Credit and Reimbursement Agreement
dated as of May 1, 1984. by and between the City and the Bank (the "Reim-
bursement Agreement"); and -
WHEREAS, Stone & Youngberg (the "Underwriter") has submitted an offer
to acquire the Certificates and has heretofore caused to be prepared a preli-
minary Official Statement describing the Certificates; and
WHEREAS, the City Council approves all of said transactions in the public
interests of the City;
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Hun-
tington Beach, as follows:
Section 1 : Lease Agreement. The City Council hereby approves the lease
of the Project by the Agency to the City pursuant to the Lease Agreement
attached hereto as Exhibit A.
Section 2: Trust Agreement and Assignment Agreement. The City Council
hereby approves the Trust Agreement and the Assignment Agreement attached
hereto as Exhibit B.
Section 3: Letter of Credit and Reimbursement Agreement. The City
Council hereby approves the Letter of Credit and Reimbursement Agreement
attached hereto as Exhibit C.
Section 4: Sale of Certificates. The City Council hereby approves the
sale of the er i icates to the Un erwriter pursuant to that Contract of Pur-
chase attached hereto as Exhibit E. The Certificates shall be substantially
as described in the form of Official Statement on file with the City Clerk and
hereinafter approved. The City Administrator is hereby authorized and
directed for and in the name and on behalf of the City to deliver said Con-
tract of Purchase upon submission of a firm offer by the Underwriter to
purchase the Certificates.
Section 5: Official Statement. The City Council hereby approves the
Official Statement describing the Certificates, as attached hereto as Exhibit
F. The Underwriter is hereby authorized to distribute said Official Statement
to prospective purchasers of the Certificates. The City Administrator is
hereby authorized to execute said final Official Statement for and in the name
and on behalf of the City.
Section 6: Official Actions. The Mayor, the City Administrator, the
Senior Community Development Specialist, the Chief of Administrative Services,
the City Clerk and any and all other officers of the City are each authorized
and directed in the name and on behalf of the City to make any and all assign-
ments, certificates, requisitions, agreements, notices, consents, instruments
of conveyance, warrants and other documents, which they or any of them might
deem necessary or appropriate in order to consummate any of the transactions
contemplated by the agreements and documents approved pursuant to this Reso-
lution.
Section 7: Effective Date. This Resolution shall take effect from and
after the date of its passage and adoption.
PASSED AND ADOPTED this 31st day of May 1984, by the following vote:
AYES: Pattinson, MacAllister, Thomas, Kelly, Finley •
NOES: None
ABSENT: Bailey, Mandic
ATTEST:
MR
ity Clerk
a�"fn
APPROVED AS TO FORM: INITIATED AND APPROVED AS TO CONTENT:
i r Redevelopment Coor inator
APPROVED:
y Administrator
{z
5 Y
tes. No. 5361
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) as:
CITY OF HUNTINGTON BEACH )
I, ALICIA M. WENTWORTH, 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 more than a majority of all the members of said City Council
at a regular meeting thereof held on the 31st day
of May 19 84 by the following vote:
AYES: Councilmen:
Pattinson, MacAllister, Thomas, Kelly, Finley
NOES: Councilmen:
None
ABSENT: Councilmen:
Bailey, Mandic
City Clerk and ex-officio Clerk
of the City Council of the City
of Huntington Beach, California
REQUEST FOR CITY COUNCIL/REDEVELOPMENT AGENCY ACTION RH 84-11
Date March 16 , 1984
Sub mittedto: Honorable Mayor/Chairman and City Council/Redevelopment Agency Members
Submitted by: Charles W. Thompson, City Administrator/Chief Executive Officer
Prepared by: Tom Tincher, Redevelopment Coordinator
Subject: PUBLIC HEARING ON TERRY PARK SENIOR CITIZENS APARTMENT PROJECT LEASE
AGREEMENT AND APPROVAL IN CONCEPT OF FINANCING DOCUMENTS
Statement of Issue, Recommendation, Analysis, Funding Source, Alternative Actions, Attachments:
STATEMENT OF ISSUE:
The Redevelopment Agency is pursuing the final steps which will result in the
financing and construction of the Terry Park Senior Citizens Apartment Project.
At this time, the Agency is being asked to hold a public hearing on the Lease
Agreement between the City and Agency which is an integral part of the overall
financing program and to approve the financing documents in concept. Once the
Underwriter has placed the financing certificates with a buyer and the terms of
the purchase are established, the documents will be finalized and the Agency/City
Council will be asked to call a special meeting , if necessary, so that the docu-
ments can be executed at the earliest possible date.
RECOMMENDATION-
1 . Hold public hearing on the Terry Park Senior Citizens Apartment Project Lease
Agreement, receive 33433 Report on said Agreement and continue public hearing to
the time and place of the special meeting, at which time the Lease Agreement and
the other financing documents will be executed. (See Exhibit A) .
2. Authorize The William Lyon Company to proceed with the grading work on the
Terry Park Senior Citizens Apartment project site with the understanding that the
cost for such work,which shall not exceed $60,000, will be credited to The William
Lyon Company toward its payment of the condominium project land acquisition price.
This action will advance their payment to the Agency and expedite the construction
schedule for the project, and thus , reduce costs and th-e amount of do'l-lars -which
the Agency would otherwise have to borrow.
3. Authorize The William Lyon Company, with the written approval of the City
Administrator, to proceed with other necessary on-site work for the Senior Apartment
Project with the understanding that the William Lyon Company will be credited for
the cost of such work toward the condominium project land acquisition price. The
total dollar amount of such additional work shall not exceed $310,000. It is anti-
cipated that the balance of the $823,000 land acquisition price will be used to
pay the development fee which we will owe to the Lyon Company and to support the
Agency's ferry Park Senior Citizens Housing Fund which is recommended be established.
4. Direct staff to assess the potential to reprogram approximately $310,000 in
Housing & Community Development Block Grant Funds which could be loaned to the
Redevelopment Agency if Recommendation No . 3 above does not occur. This action,
likewise, would allow the on-site construction work to commence immediately and
RH 84-11
March 16, 1984 "
Page Two
result in substantial savings to the Redevelopment Agency and thus a reduction
in project costs. The H.C.D. funds would be reimbursed from the condomiunium
project land sale proceeds when they are received.
CWT:TT:lp
A CITY OF HUNTINGTON .tea
COUNCIL - ADMINISTRATOR COMMUNICATION CA 84-9
HUNTINGTOH BEACH
To Honorable Mayor and From Charles W. Thompson,
City Council Members City Administrator
Subject TERRY PARK SENIOR CITIZENS Date March 16, 1984
APARTMENT PROJECT FINANCING
PROGRAM
As y-,u are aware since your study session on the subject, staff has been working with
our underwriters, bond counsel, First Interstate Bank, and Golden State Sanwa Bank in
an effort to complete the financing package for the Terry Park Senior Citizens Apart-
ment Project for the public hearing scheduled for Monday, March 19, 1984. Enclosed
is a notebook which contains all the required documents as they have evolved during
the past several weeks of concerted effort on the part of all parties involved.
Because of the paperwork involved and the many individual decisions which have had
to be made by each of the participants, we, only during the last couple of days, re-
ceived all the information needed to make a final assessment of the merits of the
program. With that information in hand, we decided to make one final effort to see
if there might be a local lending institution interested in supporting this community
effort by improving upon the deal we have in hand.
f
We are currently pursuing this matter with Orange Coast Savings and Loan. They have
<-xpressed a keen interest in the project and are currently assessing the potential for
there to support the senior citizens of the community by participating in this effort.
They have informed us that they will have completed their preliminary assessment of
the possibilii -s by this coming Monday, prior to the City Council meeting, so that we
an report the status of their interest to you at that time.
It it is their decision to provide financing for the project, we don't feel that such a
shift would affect the schedule of the project at all. By taking advantage of the Lyon
Company's offer to conduct work for us as an advancement of the condominium land
payment, or by reprogramming some H.C.D. funds for an interim period of time as
explained in the notebook, we can proceed immediately with construction while the
financing documents are completed.
That is not Io say, however, that we even need to pursue the alternative financing pro-
gram if you are satisfied with what you have before you at this time. The resulting
rents from this program will be within the parameters which we have discussed from
the inception and the total programming will be self-sufficient and self-sustaining. All
H.C.D. funds used to support the project will be reimbursed, and there will be no need
for any ongoing public subsidy to maintain the level of rents which are predicted.
Be( ause it .s not necessary for you to give final approval to the documents at this time,
and, in fact, said documents will not be ready for your execution until the underwriter
has a buys for the certificates, we are suggesting that you take the appropriate actions
-2-
as outlined under the RCA/RAA section of the notebook and, if you wish, schedule a
work session to review all the documents and any alternatives in detail. We are avail-
able at any time to accommodate you in this regard.
Respectfully,submitted,
arles W. Thompson,
City Administrator
CWT/TT:pj
'EST Fw. CI1Y COUNCIURLDEVELGPIVIT AGENCY ACT IGT1 i
RH 84-15
Date Pay I , 1984
Submitted to: Honrab ie Maycr/a airman and City Council/Redevelopment Agency Metiers i
Submitted by- Charles W. Thompson, City Administrator/Chief Executive Officer
Prepared by: Charles P. cer, Special Projects Coordinator
Subject APPROVAL OF F INANCWG DC}CUMENTS EMi kALD COVE SENIOR APARTMENTS
Statement of Issue, Reyommendatson, Analysis Funding Source, Alternate"Actions. Attachnsents•
STATEMENT OF ISSUE:
The tax-exempt securities that will provide construction and permanent
finan_ing for the Emerala Cove senior apartments have now been sold. To
consumncte t.iis transaction, it is f►et,eS52ry for the City Council and
Redevelopment Agency to approve the three attache resolutions approving
the various documents necessary.
RECOM!!v.ENDATION:
Approve the following resolutions:
Redevelopment Agency Resolution Number
RESOLUTION OF THE REDEVELOPPIENT AGENCY OF If-E CIlY Of HUNTINGTUh
REACH AUTHORIZING AND DIRECTING ExECUTIJN t,F LEASE AtEM4£NT,
ASSIGoMENT AGRtEMENT, TkUST AGhEEKNT �EIt�E:r St"t s3 kkLEME%T AND
DEED OF TRUST, APPROVING FURS' OF OFFICIAL STATEJOW A%0 SALE Of
CERTIFICATES OF PARlI�: IPATiuh WITH P£SPECT TO MuL1 :-FAMILY RENTAL
HOiiSING FACILITIES (EM£RALU COVE SE%Icw CiTIZEhS HUUS.'hG PROJECT),
AND APPROVING RELATED 'kCU j NT.) AND
Redevelopment Agency Resolution N=')er 19
RESOLUTION OF THE REDEVELOP IE1,41 AGENCY uF THE CITY OF Hu%TINGTU%
BEACH ESTABLISf'IN6 EMERALD C(NE S*F..OR CITIZENS HOUSING FJUD AND
PROVIDING FUR THE USE ThERiik
City Council Resolution Number 5361
RE dui ION CF THE C;TV COL=NC IL OF THE CITY OF NuhTItiGTUAI BENCH
AUTHORIZING ANU DIRECTING EXECUTION OF LEASE AGREE*tENT, ASSIGI+Em4ENT
AGREEMENT, TRUST AGkEEi ENT, fiElM61JRSEMfE%T AGREV*%T, APPRGV ING FUR% `
I OF OFFICIAL STATEMENT AND SALE OF CERTIFICATES OF PARTICIPATION 1�ITH
RESPECT TO MULTI-FAMILY HOSING FACILITIES (EMERALD COVE SENIUR
CITIZENS HOUSING PROJIECT) , ANU APPROVING RELATED OOCuWNTS AND
3
OFFICIAL ACTION 3r
!t
t
s
RH 84-15
May 1 G. 1984
Page 2
ANALYSIS:
As you know. staff has been working for some months on the structure of
tax-exempt securities sale to provide construction and permit financing
for the Emerald Cove Iformerly known as Terry Park) senior apartments. At
a joint meeting of one City Council and Redevelopment Agency field on
Monday. March 26, 1984. tie City CIour'Z i i ana Redevelopment Ager*cy approved
the financing documents to concept.
You will recall that the kedevelopment Agency will own Emerald Cove and
lease the project to the City 0 hunttr}gton Beach. This promise to make
lease payments on the part of the iity is the basi,- v-on which these
securities are solo. As additional security to the certificate buyers,
Golden State Sanwa Bank has agreed to post an irrevocadle standby letter
of credit which will pay the principal amount due the certificate comers
should the City ever oefault or tnk° project rye aestroyed, ano insurance
proceeds are insufficient to fully ccrcpPnsate these ovmers. The fund
created by keaevelop nt Agency cesolutiun Nurser 79 will be funded from
land sale proceeds payatlle to the Agency -g Tne ini 1 i iam Lyon Company for
sale of the adjacent conaominiu.r, site. Tne financing documents require
establishment of this fund and reservation of its proceeds for long-term
repair/replacement of the prc'lect or to subsiaize rents.
The documents relating to this transaction were forwarded °o Moody's
Investors Service (one of the t»o principal rating agerac ,rs,, and the
issue has been awarded a aAA rating. the investment banAing firm of Stone
b Youngberg, rn its capacity ds unjerwriter of these securities, has
distributed an uff:cial Statement, marketed and priced the issue. It is
now time to execute the aurchase contract with this fire and close the
transaction.
With City Council /'"edeveiopment Agarcy approval of the three attached
resolutions. financing for Emerald rnve A, ii be conplete, and following
registration of the certificate buyers by the 'trustee (First Interstate
Bank), proceeds bill be available to finance the construction now under
way within approximately two weeks.
FUNDING SOURCE:
Proceeds of certificates of participation sale
ALTERNATIVE ACTION:
If these resolutions are not approved, the sale of tie certificates of
participation cannot be consummated. and construction of Emerald Cove will
be curtailed.
ATTACHMENTS:
Resolution Number 78
VJ' Resolution Numter 79
l' Resolution Miner 5361
CMT:SVK:aa
2235F JHHW:SSR ` ^-06/18/84
^4 CERTIFICATES OF PARTTCTPAT'ON
` (Emerald CnYe Senior Citizens Hou,,{ng Project)
Evidencing the Proportionate Interests of the Owners ,
_ Thereof in LeraSe I'layments to be Made by the
CITY OF HUNTTNGTON BEACH, CALIFORNIA
As the Rental for Certain Property Pursuant to a
Lease Agreement with the
' REDEVELOPMENT AGENCY OF THE CITY OF HUNTTNGTON BEACH
A BASE LEGAL DOCUMENTS
�. City Resolution No 5361, "Resolution of the City Courici'l of the City
of Huntington Beach Authorizing and Directing Execution of. Lease
Agreement, Assignment Agreement, Trust Agreemen�t" Reimburs6ient
Agreement, Approving Form of Official Statement and Sale of
Certificates of Participation with Respect to Multifamily Housing
Facil-ities (Emerald CuVe Senior Citizens Housing ProJed and
~ Approving-
Related Doc�,nents and Official Action" , adopted May 31,
1984.
2' Agency Resolution No 78, "Resolution of the Redevelopment Agency 'Of
the City of Huntington Beach Authorizing and Directing Execution of
Lease Agreement, Assignment Agreement, Trust Agreeme-nt" Reimbursement
Agreennent -8nd Deed of Trust, Approving Form of Official �tatemp_hl and
- ' Sale - of Certificates of Participation with Respect to MultifamilY
x Rental Housing Facilities (Emerald Cove Senior Citizens Housing
Project) , and Approving Related Docu'nents and Official Actions" ,
adopted May 3I, 1984.
I. Agency Reso7mtion No. 79, "Resolution of the Redevelmp6ient Agency of
the Ci_ty of Huntington Beach Establishing Emerald Cove Senior Citizens
Housing'
FuMd and Providing for the use Thereof" , adopted May 31, 1984.
~
Publication of Notice of Public Heari0' pertaining to
^ Proposed Ltrase, together with affidavit of publicati `m of Agency
puhlichearfng ofMarch 19, 1984.
5' ' Minutes'of�AgenCy public hearing of March 19' 1984,-. dnd of c-06tfMued
public-hearing of March 26, 1984' '
5. Preliminary ' fficial Statement'
7' Certificate 'of Mailing California Debt Advisory �' m�Nssion Report
- Form,- together with Report Form.
S. Lease Ag-reement by and between the Redevelopment ed�-y Of City0. of
BeachHUntin ton Beach (the oAgeocy«) and` the Civy of Huntf�gt#n ��ach (the
"City"). ('recorded)
9. Assignment Agreement by and between Agency and First Interstate Bank of
California, as trustee (the "Trustee") . (recorded;
10. Trust Agreement by and among Trustee, Agency and City
11. Letter of Credit and Reimbursement Agreement by and between City and
Golden State Sanwa Bank (the "Bank")
12. Letter of Credit.
13. Confirming Bank Letter of Credit.
14. Deed of Trust, Assignment of Rents and Security Agreement by Agency to
Trustee (recorded)
15. Final Official Statement.
16. Contract of Purchase by and among Stone & Youngberg (the
"Underwriter") , Trustee, City and Agency.
17. Investment Agreement by and between Trustee and Bank, together with
Guaranty of Investment Agreementd by The Sanwa Bank, Limited.
B. CITY DOCUMENTS
1. Incumbency and Signature Certificate of City.
2 Certificate as to Arbitrage pursuant to Section 7(b)(19) of Contract of
Purchase, together with letter of Underwriter pertaining to
establishment of reserves, selection of investment agreement and
reoffering price to public.
3. Letter of Representation of City pursuant to Section 1 of Contract of
Purchase.
4 Officers' Certificate of City pertaining to (a) effectiveness of
resolutions and documents, (b) permitted encumbrances, (c) no
litigation, pursuant to Section 7(b)(9) of Contract of Purchase, (d)
representations and warranties, pursuant to Section 7(b)(17) of
Contract of Purchase and (e) representations and warranties and no
default pursuant to Section 2 1(f) of Reimbursement Agreement.
5. Evidence of, or commitments to provide, public liability and property
damage insurance, fire and extended coverage insurance and rental
interruption or use and occupancy insurance pursuant to Sections 5.3,
5.4 and 5.5 of Lease Agreement and in the form required by Section 5.7
of Lease Agreement and Section 3.2 of Deed of Trust, together with
letter of insurance representative stating that such requirements are
met.
O
2
6 ALTA Policy of Title Insurance, in the amount of $4,600,000 and
insuring Agency' s fee title to and City' s leasehold title in the Site,
pursuant to Section 5.6 of Lease Agreement and Section 1(d) of
Reimbursement Agreement.
7. Opinion of Gail Hutton, Esq. , City Attorney, pursuant to Section
7(b)(3) of Contract of Purchase and Section 2 1(a) of Reimbursement
Agreement.
C. AGENCY DOCUMENTS
I. Incumbency and Signature Certificate of Agency.
2. Letter of Representation of Agency pursuant to Section 1 of Contract of
Purchase.
3. Officers' Certificate of Agency pursuant to Sections 7(b)(10) and
7(b)(18) of Contract of Purchase.
4. Written Request to Trustee pursuant to Section 2.01 of Trust Agreement,
as accepted by Trustee.
5. UCC-1 Financing Statement by Agency as debtor to Trustee as secured
party. (filed with County Recorder)
6. UCC-1 Financing Statement by Agency as debtor to Trustee as secured
party. (filed with Secretary of State)
7. Requisition for Delivery Costs pursuant to Section 3.02(1) of Trust
Agreement.
8. Opinion of Stradling, Yocca, Carlson & Rauth, Counsel to Agency,
pursuant to Section 7(b)(4) of Contract of Purchase.
D. TRUSTEE DOCUMENTS
1. Authentication and Incumbency Certificate of Trustee, together with
general signing resolution, pursuant to Section 7(b)(13) of Contract
of Purchase.
2. Certificate of Trustee pursuant to Section 7(b)(16) of Contract of
Purchase.
3. UCC-2 Assignment of Financing Statement by Trustee to Bank. (filed
with County Recorder)
4. UCC-2 Assignment of Financing Statement by Trustee to Bank. (filed
with Secretary of State)
3
5. Trustee' s Receipt of Funds and Letters of Credit.
6. Opinion of Counsel to Trustee pursuant to Section 7(b)(5) of Contract
of Purchase.
E BANK AND CONFIRMING BANK DOCUMENTS
1. Certificate Designating Bank Representative
2 Certificate of Bank pursuant to Section 7(b)(21) of Contract of
Purchase.
3 Certificate of The Sanwa Bank, Limited (the "Confirming Bank"),
pursuant to Section 7(b)(22) of Contract of Purchase.
4. Opinion of Rosen, Wachtell & Gilbert, Counsel to Bank, pursuant to
Section 7(b)(7) of Contract of Purchase
5 Opinion of Bronson, Bronson & McKinnon, Counsel to Confirming Bank,
pursuant to Section 7(b)(8) of Contract of Purchase
F. UNDERWRITER DOCUMENTS
1 Rating Letter of Moody' s Investors Service, Inc , pursuant to Section
7(b)(20) of Contract of Purchase.
2. Specimen Certificate of Participation.
3 Receipt for Certificates of Participation.
4. Opinion of Brown, Wood, Ivey, Mitchell & Petty, Counsel to Underwriter,
pursuant to Section 7(b)(6) of Contract of Purchase.
G. SPECIAL COUNSEL DOCUMENTS
1. Final Approving Legal Opinion of Jones Hall Hill & White, A
Professional Law Corporation, pursuant to Section 7(b)(1) of Contract
of Purchase.
2. Supplemental Opinion of Jones Hall Hill & White, A Professional Law
Corporation, pursuant to Section 7(b)(2) of Contract of Purchase.
3. Reliance Letter to Underwriter regarding Final Approving Legal Opinion
of Jones Hall Hill & White, A Professional Law Corporation.
4. Reliance Letter to Trustee regarding Final Approving Legal Opinion and
Supplemental Opinion of Jones Hall Hill & White, A Professional Law
Corporation.
4
5. Reliance Letter to Bank regarding Final Approving Legal Opinion and
Supplemental Opinion of Jones Hall Hill & White, A Professional Law
Corporation.
5
q
RESOLUTION NO. 5361
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF HUNTINGTON
BEACH AUTHORIZING AND DIRECTING EXECUTION OF LEASE AGREE-
MENT, ASSIGNMENT AGREEMENT, TRUST AGREEMENT, REIMBURSEMENT
AGREEMENT, APPROVING FORM OF OFFICIAL STATEMENT AND SALE OF
CERTIFICATES OF PARTICIPATION WITH RESPECT TO MULTI-FAMILY
HOUSING FACILITIES (EMERALD COVE SENIOR CITIZENS HOUSING
PROJECT) , AND APPROVING RELATED DOCUMENTS AND OFFICIAL ACTION
WHEREAS, the Redevelopment Agency of the City of Huntington Beach (the
"Agency"), presently owns certain land located in a redevelopment project area
of the Agency; and
WHEREAS, the Agency proposed to construct multi-family housing facilities
on said land, to be known as the Emerald Cove Senior Citizens Housing Project,
and to lease all of said land and multi-family housing facilities (collec-
tively, the "Project") to the City pursuant to that certain Lease Agreement
dated as of May 1, 1984, by and between the City and the Agency (the "Lease
Agreement"); and
WHEREAS, the Agency proposes to finance all such acquisition and con-
struction by assigning to First Interstate Bank of California, as trustee (the
"Trustee") certain rights of the Agency under the Lease Agreement, pursuant to
that certain Assignment Agreement dated as of May 1 , 1984, by and between
the Agency and the Trustee (the "Assignmment Agreement" ), and to enter into
that certain Trust Agreement dated as of May 1, 1984, by and among the City,
the Agency and the Trustee (the "Trust Agreement") whereby the Trustee agrees
to execute and deliver certain Certificates of Participation (the "Certifi-
cates"), evidencing the proportionate interests of the owners thereof in lease
payments made by the City under the Lease Agreement; and
WHEREAS, the Certificates are to be secured by an irrevocable letter of
credit issued by Golden State Sanwa Bank (the "Bank"), and the Bank has
requested that, as a condition of the issuance of such letter of credit, the
City enter into that certain Letter of Credit and Reimbursement Agreement
dated as of May 1 , 1984. by and between the City and the Bank (the "Reim-
bursement Agreement"); and
WHEREAS, Stone & Youngberg (the "Underwriter") has submitted an offer
to acquire the Certificates and has heretofore caused to be prepared a preli-
minary Official Statement describing the Certificates; and
WHEREAS, the City Council approves all of said transactions in the public
interests of the City;
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Hun-
tington Beach, as follows:
Section 1 : Lease Agreement. The City Council hereby approves the lease
of the Project by the Agency to the City pursuant to the Lease Agreement
attached hereto as Exhibit A.
Y
Section 2: Trust Agreement and Assignment Agreement. The City Council
hereby approves the Trust Agreement and the Assignment Agreement attached
hereto as Exhibit B.
Section 3: Letter of Credit and Reimbursement Agreement. The City
Counci hereby approves the Letter of Credit and Reimbursement Agreement
attached hereto as Exhibit C.
Section 4: Sale of Certificates. The City Council hereby approves the
sale of the Certificates to the Underwriter pursuant to that Contract of Pur-
chase attached hereto as Exhibit E. The Certificates shall be substantially
as described in the form of Official Statement on file with the City Clerk and
hereinafter approved. The City Administrator is hereby authorized and
directed for and in the name and on behalf of the City to deliver said Con-
tract of Purchase upon submission of a firm offer by the Underwriter to
purchase the Certificates.
Section 5: Official Statement. The City Council hereby approves the
Official Statement describing the Certificates, as attached hereto as Exhibit
F. The Underwriter is hereby authorized to distribute said Official Statement
to prospective purchasers of the Certificates. The City Administrator is
hereby authorized to execute said final Official Statement for and in the name
and on behalf of the City.
Section 6: Official Actions. The Mayor, the City Administrator, the
Senior Community-Development Specialist, the Chief of Administrative Services,
the City Clerk and any and all other officers of the City are each authorized
and directed in the name and on behalf of the City to make any and all assign-
ments, certificates, requisitions, agreements, notices, consents, instruments
of conveyance, warrants and other documents, which they or any of them might
deem necessary or appropriate in order to consummate any of the transactions
contemplated by the agreements and documents approved pursuant to this Reso-
lution.
Section 7: Effective Date. This Resolution shall take effect from and
after the date of its passage and adoption.
PASSED AND ADOPTED this 31st day of May 1984, by the following vote:
AYES: Pattinson, MacAllister, Thomas, Kelly, Finley
NOES: None
ABSENT: Bailey, Mandic
ATTEST:
ity er M
APPROVED AS TO FORM: INITIATED AND APPROVED AS TO CONTENT:
-Redevelopment Coordinator
APPROVED:
y Administrator
Res. No. 5361
STATE OF CALIFORNIA )
COUNTY OF ORANGE
wep
CITY OF HUNTINGTON BEACH )
I, ALICIA M. WENTWORTH, 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 more than a majority of all the members of said City Council
at a regular meeting thereof held on the 31st day
of May 19 84 by the following vote:
AYES: Councilmen:
Pattinson, MacAllister, Thomas, Kelly, Finley
NOES: Councilmen:
None
k
S
ABSENT: Councilmen:
Bailey, Mandic
City Clerk and ex-officio Clerk
of the City Council of the City
of Huntington Beach, California
The foregoing instrument is a correct copy
of the original on file in this office
Attest 7- ------ 1_!_---- -- ) 19_-T_y
ALICIA M. WENTWORTH
City Clerk and Ex-officio Clark of the City
Counci f the City of Huntington Beach, Cal
Deputy
i
i
`st
RESOLUTION NO. 78
RESOLUTION OF THE REDEVELOPMENT AGENCY OF THE CITY
OF HUNTINGTON BEACH AUTHORIZING AND DIRECTING EXECUTION
OF LEASE AGREEMENT, ASSIGNMENT AGREEMENT, TRUST AGREE-
MENT REIMBURSEMENT AGREEMENT AND DEED OF TRUST, APPROVING
FORM OF OFFICIAL STATEMENT AND SALE OF CERTIFICATES OF
PARTICIPATION WITH RESPECT TO MULTI-FAMILY RENTAL HOUSING
FACILITIES (EMERALD COVE SENIOR CITIZENS HOUSING PROJECT),
AND APPROVING RELATED DOCUMENTS AND OFFICIAL ACTION
WHEREAS, The Redevelopment Agency of the City of Huntington Beach (the
"Agency") presently owns certain land located in a redevelopment project area
of the Agency; and
WHEREAS, the Agency proposes to construct multi-family housing facilities
on said land, to be known as the Emerald Cove Senior Citizens Housing Project,
and to lease all of said land and multi-family housing facilities (collec-
tively, the "Project") to the City pursuant to that certain Lease Agreement
dated as of May 1 , 1984, by and between the City and the Agency (the "Lease
Agreement"); and
WHEREAS, the Agency proposes to finance all such acquisition and construc-
tion by assigning to First Interstate Bank of California, as trustee, (the
"Trustee") certain rights of the Agency under the Lease Agreement, pursuant to
that certain Assignment Agreement dated as of May 1, 1984, by and between
the Agency and the Trustee (the "Assignment Agreement"), and to enter into
that certain Trust Agreement dated as of May 1, 1984, (the "Trust Agree-
ment") whereby the Trustee agrees to execute and deliver certain Certificates
of Participation (the "Certificates") evidencing the proportionate interests
of the owners thereof in lease payments made by the City under the Lease
Agreement; and
WHEREAS, the Certificates are to be secured by an irrevocable letter of
credit issued by Golden State Sanwa Bank (the "Bank"), and the Bank has
requested that, as a condition of the issuance of such letter of credit, and
the Agency establish a lien on the Project for the benefit of the Trustee
pursuant to that certain Deed of Trust dated as of May 1, 1984 (the "Deed of
Trust"); and
WHEREAS, Stone & Youngberg (the "Underwriter") has submitted an offer
to acquire the Certificates and has heretofore caused to be prepared a pre-
liminary Official Statement describing the Certificates; and
WHEREAS, the Agency has duly called and conducted a public hearing on the
proposed lease of the Project to the City pursuant to the Lease Agreement in
accordance with Section 33431 of the California Health and Safety Code, at
which hearing all interested parties were given an opportunity to be heard;
and
WHEREAS, the Agency approves all of said transactions in furtherance of
the public purposes of the Agency;
NOW, THEREFORE, BE IT RESOLVED by the Redevelopment Agency of the City of
Huntington Beach, as follows:
Section 1 : Lease Agreement. The Agency hereby approves the lease of the
Project by the Agency to the City pursuant to the Lease Agreement attached
hereto as Exhibit A.
Section 2: Trust Agreement and Assignment Agreement. The Agency hereby
approves the Trust Agreement and the Assignment Agreement attached hereto as
Exhibit B.
Section 3: Deed of Trust. The Agency hereby approves the Deed of Trust
as attached hereto as Exhibit-C.
Section 4: Sale of Certificates. The Agency hereby approves the sale of
the Certificates to the Underwriter pursuant to that certain Contract of
Purchase in the form attached hereto as Exhibit E.
Section 5: Official Statement. The Agency hereby approves the Official
Statement describing the Certificates, attached hereto as Exhibit F.
Section 6: Official Actions. The Chairman, the Chief Executive Officer,
the Senior Commuity Development Specialist, the Chief of Administrative
Services, the Treasurer, the Secretary and any and all other officers of the
Agency are each authorized and directed in the name and on behalf of the
Agency to make any and all assignments, certificates, requisitions, agree-
ments, notices, consents, instruments of conveyance, warrants and other
documents, which they or any of them might deem necessary or appropriate in
order to consummate any of the transactions contemplated by the agreements and
documents approved pursuant to this Resolution.
Section 7: Effective Date. This Resolution shall take effect from and
after the date of its passage and adoption.
PASSED AND ADOPTED this 31st day of May 1984, by the following vote:
AYES: Pattinson, MacAllister, Thomas, Kelly, Finley
NOES: None
ABSENT: Bailey, mandic
ATTEST:
Agency C erk hairper
APPROVED AS TO FORM: INITIATED AND APPROVED AS TO CONTENT:
Agency Co nse q _, e eDMI
nt Coordinator
APPROVED AS TO FORM:
S�ecial Legal Counse
APPROVED•
Chie xecutive icer
gd
t�
A
6
Res. No. 76
STATE OF CALIFORNIA )
COUNTY OF ORANGE )
CITY OF HUNTINGTON BEACH)
I, ALICIA M. WENTWORTH, Clerk of the Redevelopment Agency of the
City of Huntington Beach, California, DO HEREBY CERTIFY that the foregoing
resolution was duly adopted by the Redevelopment Agency of the City of
Huntington Beach at a meeting of said Redevelopment Agency held on the
31st day of May 1984 , and that it was so adopted
by the following vote:
AYES: Members:
Pattinson, MacAllister, Thomas, Kel p. Finley
NOES: Members:
None
ABSENT: Members:
Bsiley, Mandic
2 o oco,,.
Clerk of the Redevelopment Agency of
the City of Huntington Beach, Ca.
The foregoing Instrument is a correct copy
of the original on file in this office
s
Attest Jun T 19_
ALICIA M. WENTWORTH
City Clerk and Ex-officio C�eik of the City
Council of the City of Huntington Beach, Cal
BY —''Z - -'14�"a.k Deputy
ti
RESOLUTION NO. 79
RESOLUTION OF THE REDEVELOPMENT AGENCY OF THE CITY
OF HUNTINGTON BEACH ESTABLISHING EMERALD COVE SENIOR
CITIZENS HOUSING FUND AND PROVIDING FOR THE USE THEREOF
WHEREAS, the Redevelopment Agency of the City of Huntington Beach (the
"Agency") is proceeding to assist the financing of certain multi-family rental
property known as the Emerald Cove Senior Citizens Housing Project (the "Pro-
ject"), as more fully described in that certain Lease Agreement dated as of
May 1, 1984, by and between the Agency and the City of Huntington Beach (the
"City"); and
WHEREAS, the Agency presently owns certain land adjacent to the Project,
(the "Property"), all of which the Agency has heretofore agreed to sell to The
William Lyon Company, a California corporation, (the "Company") pursuant to
that certain Disposition and Development agreement dated as of February 7,
1983, by and between the Agency and the Company; and
WHEREAS, the Agency and the City wish to provide that the proceeds of sale
of such lands to the Company be deposited in a special fund to be held by the
Agency and applied to benefit the Project as provided herein;
NOW, THEREFORE, BE IT RESOLVED BY THE REDEVELOPMENT AGENCY of the City of
Huntington Beach as follows:
Section 1 : Establishment of S ecial Fund. The Agency hereby establishes
a special fundto be known as the mera ove Senior Citizens Housing Fund"
(the "Fund") which shall be held by the Agency and into which shall be depo-
sited the proceeds of sale of the Property promptly upon receipt thereof by
the Agency. Additional amounts may be deposited by the Agency from time to
time in the sole discretion of the Agency. During the term of the Lease
Agreement, monies in the Fund shall be held and applied by the Agency solely
as provided in Section 2.
Section 2: ARplication of Fund. All amounts derived from the investment
of monies in the Fund shall be deposited and retained in the Fund. The Agency
shall withdraw amounts from the Fund, from time to time and in such amounts as
the Agency shall deem advisable in its sole discretion, and expended solely
for one or more of the following purposes and in the following order of
priority: ( 1) Reimbursement to City for the expenditure of Housing & Commu-
nity Development Block Grant Funds as part of the Emerald Cove Senior Citizens
Housing Financing Program. (2) to subsidize any portion of the rents charged
by the City to any Lower-Income Tenants (as such term is defined in the Lease
Agreement) of the Project, such amounts to be payable by the Agency to the
City and applied towards the payment of such rents; or (3) to pay on behalf of
the City, or reimburse the City for payment of, any of the obligations of the
City under the Lease Agreement including, but not limited to, the obligation
of the City to pay Lease Payments thereunder and to pay the costs of operating
and maintaining the Project; or (4) to support in any other manner whatsoever
the financing, maintenance or operation of the Project or the objective of the
City and the Agency to make the Project available to such Lower-Income Tenants.
Section 3: Other Uses of Fund. If, in any fiscal year of the Agency,
the amounts derived from the investment of monies in the Fund exceed the
amounts applied by the Agency under Section 2 hereof, the amount of such
excess may in the sole discretion of the Agency be withdrawn from the Fund and
applied to any other lawful purpose of the Agency.
Section 4: Effective Date. This resolution shall take effect from and
after the ate o 1ts passage and adoption.
PASSED AND ADOPTED this 31st day of May 1984, by the following votes:
AYES: Pattinson, MacAllister, Thomas, Kelly, Finley
NOES: None
ABSENT: Bailey, Mandic
ATTEST:
F
4gencyer 4Chon
4
APPROVED AS TO FORM: INITIATED AND APPROVED AS TO CONTENT:
Agency ounse .. 'x�
Aedeve opment Coordinator
APPROVED AS TO FORM:
Special Agency Counsel
APPROVED:
ie xecutive OfficeK
Res. No. 79
STATE OF CALIFORNIA )
s ?I COUNTY OF ORANGE )
a,d CITY OF HUNTINGTON BEACH)
I, ALICIA M. WENTWORTH, Clerk of the Redevelopment Agency of the
City of Huntington Beach, California, DO HEREBY CERTIFY that the foregoing
resolution was duly adopted by the Redevelopment Agency of the City of
Huntington Beach at a meeting of said Redevelopment Agency held ore the
31st day of May 19�c , and that it was so adopted
by the following vote:
AYES: Members:
lattinson, MacAllister, Thomas, Kelly, Finley
NOES: Members:
None
ABSENT: Members:
Bailey, Mandic
Clerk of the Redevelopment Agency of
the City of Huntington Beach, Ca.
The foregoing instrument is a correct copy
of the original on file in this office.
Attest------J-LA1yu¢---------it----. ---. y-19-4.
XE[CIA M WENTWORTH
City Clerk and Ex-officio Clerk of the City
Coun ii of the City of Huntington Beach, Cal
gy_ h Lh"u-T-jk _ Deputy
`J
IN THE
Superior Court
OFTHE
STATE OF CALIFORNIA
In and for the County of Orange
CITY OF HUNTINGTON BEACH9 CITY CLERK
PROOF OF PUBLICATION
Public Hearing
State of California ) Terry Park PrbJect
County of Orange )A8
Rita J. Richter
That I am and at all times herein mentioned was a citizen of ,
the United States,over the age of twenty-one years,and that I tea
am not a party to,nor interested in the above entitled matter, H optbPOW I t
that I am the principal clerk of the printer of the1°*
HUNTINGTON BEACH IND. REVIEW iml
` Y !
p+)�?► ` w
wspaper of general circulation,published in the City of a"9m?l4FdlD9ai7l1ild
HUNTINGTON BEACH ` .
aftsr t l�d ta)�lt M' A,tbi
County of Orange and which newspaper is published for the ltrapD ' 44
disemination of local news and intelligence of a general charac- � f
teach:s1i, ' �' uptf test'
ter, and which newspaper at all times herein mentioned hadhJ¢cttk�+� �W
and still has a bona fide subscription list of paying subscribers, ixl,t y
and which newspaper has been established, printed and pub- m ap& '� �Win
bshed at regular mtervala in the said County of Orange for a Stith beS ote)ety�,
oa� �
period exceeding one year, that the notice, of which the rtebhvg
�7+ht+ ,p +ilbe b'
annexed is a printed copy, has been published in the regular oft ` 8G' 1klsiia=Sti^Bgt,,
and entire issue of said newspaper,and not in any supplement tubua � +
thereof,on the following dates,to wit ��, Cfiti+Q atidr "
The foregoing Instrument is a correct copy Mut .
adi�mlo � �
of the original on file in this office., t ��»' £dos L�(op-�
March 19 89 15, 1984 i� � p c . OV
Attest 1AY1t---11---------- 19 `��� �'A �
AL1C1A M. WENTWORTtI �uftt 4(its
� .
City Clerk-anJ E� officio Cle1h of the City "'
I certify(or declare) under penalty of perjury City of [Juntimiton Beach, Cal.
mg is true and correct. /� v uu
Dated at
GARDEN GRO" r �� �U✓ Deputy
15th� March QQQ
alifor a,this ...- day of .. 19�'.
Rita J. Richter
Signature
luOS 7 91 + S36/
f 4L
WIN MINUTES
REDEVELOPMENT AGENCY
Council Chamber, Civic Center
Huntington Beach, California
Monday, March 19, 1984
A tape recording of this meeting is
on file in the City Clerk' s Office
Chairman Thomas called the regular meeting of the Redevelopment Agency to
order and announced that a joint meeting of the City Council and the
Redevelopment Agency had been called.
REDEVELOPMENT AGENCY ROLL CALL
Present: Pattinson, Thomas, MacAllister, Finley, Bailey, Mandic
Absent: Kelly
PUBLIC COMMENTS RELATING TO CITY/REDEVELOPMENT AGENCY ITEMS
No one came forward to speak.
MINUTES
The Deputy Clerk presented the minutes of the regular meeting of the
Redevelopment Agency held March 5, 1984 for consideration.
A motion was made by Bailey, seconded by MacAllister, to approve and adopt the
minutes of the regular meeting of March 5, 1984 as written and on file in the
Clerk' s Office. The motion carried by the following roll call vote:
AYES: Pattinson, MacAllister, Thomas, Finley, Bailey
NOES: None
ABSTAIN: Mandic
ABSENT: Kelly
PUBLIC HEARING - PROPOSED LEASE - TERRY PARK SENIOR CITIZENS HOUSING PROJECT
The Chairman announced that this was the day and hour set for a public hearing
to consider the proposed lease to the City of Huntington Beach of a senior
citizens multi-family housing project known as the Terry Park Senior Citizens
Housing Project located at the southwest quadrant of Talbert Avenue and Beach
Boulevard, in the City of Huntington Beach. Such lease shall be upon the
terms and subject to the conditions provided in the proposed form of lease
agreement by and between the City and the Agency, dated as of March 1, 1984, a
copy of which is on file with the Secretary of the Agency and is available for
inspection by any interested person requesting the same at the Office of the
Agency at 2000 Main Street, Huntington Beach, California 92648, between the
hours of 8:00 a.m. and 5:00 p.m. , Monday through Friday, excluding holidays.
The project is intended to be developed consistent with the referendum
authority granted by Proposition L (approved by a majority of the City's
t
Page 2 - Redevelopment Agency Minutes - 3/19/84
voters in 6/80) pursuant to Article 34 of the California State Constitution
and governing the City' s participation in the development, construction, owl
financing, or acquisition of housing for elderly, handicapped, low or moderate
income persons.
The Deputy Clerk announced that all legal requirements for notification,
publication and posting had been met, and that she had received no
communications or written protests to the matter.
The Chief Executive Officer suggested that the public hearing be opened and
continued until such time as a study session could be held on all documents
related to the project.
The Chairman declared the hearing open.
A motion was made by Pattinson, seconded by Bailey, to continue the public
hearing open to 7:30 P.M. , Monday, March 26, 1984. The motion carried by the
following roll call vote:
AYES: Pattinson, MacAllister, Thomas, Finley, Bailey, Mandic
NOES: None
ABSENT: Kelly
ALTERNATIVE APPROACHES TO DEVELOPMENT OF THE TALBERT-BEACH INDUSTRIAL SITE
The Deputy Clerk presented a communication from the Redevelopment Coordinator
regarding alternative approaches to promote development of the Talbert-Beach
Industrial site, as requested by Council on March S, 1984.
The Chief Executive Officer requested that this item be continued to the next
meeting. o Z4 ' Z,
o•; U Q
On motion by Pattinson, second MacAllister, the Redevelopment Agency cod inue;', 4, L�
consideration of alternative approaches to the development of the '
Talbert-Beach industrial site to April 2, 1984. The motion carried m
unanimously.
COASTAL PLAN - REPORT REQUESTED - 3/26/84 a Nc '" 1 .5 z
Ems. � o
The City Council requested a report on the Coastal Plan for the study s spon 6
scheduled for March 26, 1984.
C r W
o eo
ADJOURNMENT `
c
The Chairman adjourned the regular meeting of the Redevelopment Agency lb�, '
Monday, March 26, 1984 at 7:30 P.M. in the Council Chamber. F_ = ¢ V
Alicia M. Wentworth
City Clerk
B Y " -
ATTEST: Deputy Clerk
Alicia M. Wentworth
City er
d BY ncL. - 41 - tlzz
Clerk i
4
•
e
REDEVELOPMENT
MINUTES
Council Chamber, Civic Center
Huntington Beach, California
Monday, March 26, 1984
A tape recording of this meeting is
on file in the City Clerk' s Office
Chairman Kelly called the adjourned regular meeting of the City Council of the
City of Huntington Beach to order at 7:30 P.M.
ROLL CALL - REDEVELOPMENT AGENCY
Present: Pattinson, Thomas, Kelly, Finley, Bailey, Mandic
MacAllister (arrived at 8:15 P.M.)
Absent: None
JOINT MEETING OF THE CITY COUNCIL AND REDEVELOPMENT AGENCY
Chairman Kelly announced that a joint meeting of the City Council and the
Redevelopment Agency had been called.
ROLL CALL - COUNCIL
Present: Pattinson, Thomas, Kelly, Finley, Bailey, Mandic
MacAllister (arrived at 8:15 P.M.)
Absent: None
-7, ti
TERRY PARK SENIOR CITIZENS APARTMENT PROJECT
Tom Tincher, Redevelopment Coordinator presented a staff report for the
Agency's information regarding the financing package for the Terry Park Senior
Citizen Project. Discussion was held regarding the proposed transfer of
$310,000 in the City's Unappropriated Fund Balance to the Redevelopment Agency
as a loan; the vacancy factor; and the fee for maintenance and management of
the project.
Steve Kohler, Senior Community Development Specialist, presented a staff
report regarding the various financial documents related to the project.
The Agency deferred further consideration on this item to later in the meeting.
PUBLIC HEARING - PROPOSED LEASE - TERRY PARK SENIOR CITIZENS HOUSING PROJECT
RESOLUTION NO 78 - APPROVED IN CONCEPT - APPROVING RELATED DOCUMENTS -
RESOLUTION NO 79 - APPROVED IN CONCEPT - ESTABLISHING PROJECT HOUSING FUND
RESOLUTION NO 5361 - APPROVED IN CONCEPT - APPROVING RELATED DOCUMENTS
The Chairman announced that this was the day and hour set for the continuation
from March 19, 1984 of a public hearing by the Redevelopment Agency to
Page 2 - Redevelopment Agency Minutes - 3/26/84
consider the proposed lease to the City of Huntington Beach of a senior --
citizens multi-family housing project known as the Terry Park Senior Citizens
Housing Project located at the southwest quadrant of Talbert Avenue and Beach
Boulevard, in the City of Huntington Beach. Such lease shall be upon the
terms and subject to the conditions provided in the proposed form of lease
agreement by and between the City and the Agency, dated as of March 1, 1984, a
copy of which is on file with the Secretary of the Agency and is available for
inspection by any interested person requesting the same at the Office of the
Agency at 2000 Main Street, Huntington Beach, California 92648, between the
hours of 8:00 a.m. and 5:00 p.m. , Monday through Friday, excluding holidays.
The project is intended to be developed consistent with the referendum
authority granted by Proposition L (approved by a majority of the City's
voters in 6/80) pursuant to Article 34 of the California State Constitution
and governing the City' s participation in the development, construction,
financing, or acquisition of housing for elderly, handicapped, low or moderate
income persons.
The Chairman declared the hearing open.
There being no one present to speak on the matter and there being no protests
filed, either oral or written, the hearing was closed by the Chairman.
The Deputy Clerk presented Resolution No. 78 for Redevelopment Agency
consideration - "A RESOLUTION OF THE REDEVELOPMENT AGENCY OF THE CITY OF
HUNTINGTON BEACH AUTHORIZING AND DIRECTING EXECUTION OF LEASE AGREEMENT,
ASSIGNMENT AGREEMENT, TRUST AGREEMENT REIMBURSEMENT AGREEMENT AND DEED OF
TRUST, APPROVING FORM OF OFFICIAL STATEMENT AND SALE OF CERTIFICATES OF
PARTICIPATION WITH RESPECT TO MULTI-FAMILY RENTAL HOUSING FACILITIES (TERRY
PARR SENIOR CITIZENS HOUSING PROJECT), AND APPROVING RELATED DOCUMENTS AND
OFFICIAL ACTION."
On motion by Pattinson, second Finley, the Redevelopment Agency approved, in
concept, Resolution No. 78 by unanimous vote; said resolution to return for
formal action by Agency at a later date.
The Deputy Clerk presented Resolution No. 79 for Redevelopment Agency
consideration - "A RESOLUTION OF THE REDEVELOPMENT AGENCY OF THE CITY OF
HUNTINGTON BEACH ESTABLISHING TERRY PARK SENIOR CITIZENS HOUSING FUND AND
PROVIDING FOR THE USE THEREOF." (To be funded from portion of $823,000 due
from the William Lyon Company from sale of condominium site.)
On motion by Pattinson, second Finley, the Redevelopment Agency approved, in
concept, Resolution No. 79 by unanimous vote; said resolution to return for
formal action by Agency at a later date.
The Deputy City Clerk presented Resolution No. 5361 for Council
consideration - "A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF HUNTINGTON
BEACH AUTHORIZING AND DIRECTING EXECUTION OF LEASE AGREEMENT, ASSIGNMENT
AGREEMENT, TRUST AGREEMENT, REIMBURSEMENT AGREEMENT AND DEED OF TRUST, ,
APPROVING FORM OF OFFICIAL STATEMENT AND SALE OF CERTIFICATES OF PARTICIPATION
WITH RESPECT TO MULTI-FAMILY HOUSING FACILITIES (TERRY PARK SENIOR CITIZENS
HOUSING PROJECT), AND APPROVING RELATED DOCUMENTS AND OFFICIAL ACTION." , x
Page 3 - Redevelopment Agency Minutes - 3/26/84
On motion by Pattinson, second Finley, Council approved, in concept,
Resolution No. 5361 by unanimous vote; said resolution to return for formal
Council action at a later date.
I
TERRY PARK SENIOR CITIZENS APARTMENT PROJECT - LYON CO GRADING APPROVED -
TRANSFER OF FUNDS APPROVED
The Agency resumed consideration of a staff report regarding the financing
package for the Terry Park Senior Citizen Project.
A motion was made by Pattinson, seconded by Bailey, to approve the following
actions:
1. Authorize the William Lyon Company to proceed with the grading work on
the Terry Park Senior Citizens Apartment project site with the
understanding that the cost for such work, which shall not exceed
$60,000, will be credited to The William Lyon Company toward its payment
of the condominium project land acquisition price. (This action will
advance their payment to the Agency and expedite the construction
schedule for the project, and thus, reduce costs and the amount of
dollars which the Agency would otherwise have to borrow. )
2. Appropriate and * authorize the transfer of $310,000 in the City's
Unappropriated Fund Balance to the Redevelopment Agency as a loan. These
funds will allow the on-site construction work to commence immediately
and result in substantial savings to the Redevelopment Agency and thus a
reduction in project costs; the funds would be reimbursed from the
condominium project land sale proceeds when they are received.
The motion carried by the following roll call vote:
AYES: Pattinson, MacAllister, Thomas, Kelly, Finley, Bailey, Mandic
NOES: None
ABSENT: None
The Redevelopment Coordinator presented the Section 33433 Report and sheets
which reflect a preliminary financial analysis and project rent schedule.
Councilman Thomas left the room.
3 �
REQUEST FOR PROPOSALS FROM PROFESSIONAL MANAGEMENT FIRMS FOR TERRY PARK
SENIOR CITIZEN APARTMENT PROJECT
Following discussion, a motion was made by MacAllister, seconded by Pattinson,
that Council approve and authorize distribution of Request for Proposals from
professional management firms for Terry Park Senior Citizen Apartment
Project. The motion carried by the following roll call vote:
AYES: Pattinson, MacAllister, Kelly, Finley, Bailey, Mandic
NOES: None
ABSENT: (Thomas out of the room)
Page 4 - Redevelopment Agency Minutes - 3/26/84
Councilman Thomas returned to the room.
PW
INDUSTRIAL COMMITTEE REPORT AND SLIDE PRESENTATION ON ECONOMIC DEVBLOPMENT
PROGRAM
Tom Tincher Redevelopment Coordinator, gave a slide presentation on the
Economic Development Program. He presented a report from the Industrial
Committee. Discussion was held regarding a proposal from Business to Business
magazine pertaining to advertisement and brochures, the slide presentation and
a proposed videotape.
Following discussion, a motion was made by Bailey, seconded by MacAllister,
that Council direct staff to pursue brochures and Business to Business
magazine proposals; and to approve in concept the slide show and videotape and
direct staff to bring back a proposal for in-house production of the slide
presentation and videotape. The motion carried by the following roll call
vote:
AYES: Pattinson, MacAllister, Thomas, Kelly, Finley, Bailey, Mandic
NOES: None
ABSENT: None
Councilman Mandic left the room.
1
l
STAFF PRESENTATION ON DOWNTOWN REDEVELOPMENT IMPLEMENTATION STRATEGY
COUNCIL DIRECTION GIVEN
Tom Tincher, Redevelopment Coordinator, presented a staff report regarding the
downtown development.
Discussion was held regarding procedures for public input regarding plans for
the downtown areas, particularly plans related to traffic circulation.
A motion was made by Bailey, seconded by Finley, that Council direct staff to
hold meetings in each sub-area to include the property owners and other
affected parties of that area. Following discussion, the motion was withdrawn.
Following discussion, a motion was made by MacAllister, seconded by Finley, to
authorize staff to continue their work in each of the sub areas with the
appropriate public and property owner review of the proposed plans prior to
the public hearing, perhaps as a Saturday review. The motion carried by the
following roll call vote:
AYES: Pattinson, MacAllister, Thomas, Kelly, Finley, Bailey
NOES: None
ABSENT: Mandic (out of the room)
Councilwoman Finley stated that she would like periodic reports on the steps
that have been taken to receive input from the property owners and persons in
the community that would be affected by redevelopment plans. The 04,
Redevelopment Coordinator stated that this information could be incorporated
into his regular report.
Page 5 - Redevelopment Agency Minutes - 3/26/84
A motion was made by Pattinson, seconded by Kelly, to resume publication of
the Sands with a redevelopment report published on a regular basis. The
motion carried by the following roll call vote:
AYES: Pattinson, MacAllister, Thomas, Kelly, Finley, Bailey
NOES: None
ABSENT: Mandic (out of the room)
Councilman Mandic returned to the room.
3 )
ALTERNATIVE APPROACHES TO DEVELOPMENT OF THE TALBERT-BEACH INDUSTRIAL SITE -
CONTINUED FROM 3/19 84)
The Deputy Clerk presented a communication from the Redevelopment Coordinator
regarding alternative approaches to promote development of the Talbert-Beach
Industrial site, as requested by the Agency on March 5, 1984. Tom Tincher,
Redevelopment Coordinator, presented a staff report.
Mr. Tincher stated that he had contacted the Ferro Corporation, as directed by
Council, and that it was the intention of the corporation to relocate to a
larger property outside the city so they could expand their operation. He
informed Ferro that staff would work with them to locate an alternate site
within the City, and suggested the Talbert-Beach industrial site as a possible
location. Mr. Tincher stated that representatives from the Ferro Corporation
would be arriving from Cleveland on March 27, 1984 to meet with staff
regarding the matter.
Following discussion, a motion was made by MacAllister, seconded by Thomas,
that the Agency direct staff to continue to look at all new alternative
approaches to the development of the Talbert-Beach industrial site and return
with a report to the Agency at the meeting of March 19, 1984. The motion
carried by the following roll call vote:
AYES: Pattinson, MacAllister, Thomas, Kelly,
NOES: Finley, Bailey, Mandic
ABSENT: None
MOBILE HOME SHELTER PARK CONCEPT 0
The Director of Development Services informed Council that they had been
provided with a copy of a memorandum dated March 23, 1984 regarding mobilehome
shelter park concepts.
Discussion was held regarding the various sites within the City that staff had
selected as being suitable for mobile home park relocation projects. In
addition to the sites listed the Huntington Beach Transfer Station on Gothard
Street was suggested as a site. The City Administrator pointed out that some
I( of the sites listed on the memo were not intended for mobilehome parks but
perhaps for prefabricated houses or rentals. In answer to an inquiry from
Council the City Administrator stated that staff would present the concept of
a shelter mobilehome park at the meeting of April 16, 1984. Councilman
MacAllister requested information regarding how many mobilehome units were
being considered for relocation.
elf)
Page 6 - Redevelopment Agency Minutes - 3/26/84
COASTAL PLAN - MAYOR/STAFF TO MEET WITH COASTAL COMMISSION STAFF
r
The Director of Development Services informed Council that they had been
provided with a memorandum dated March 12, 1984 presenting proposed changes to
the coastal zoning.
Following discussion, a motion was made by MacAllister, seconded by Pattinson,
to direct the Mayor, staff and one or two Councilmembers to meet with Coastal
Commission staff prior to the Coastal Commission meeting, to try to iron out
differences as expressed in Development Services memorandum dated March 23,
1984 as follows:
1. Language for allowing some improvements to flood control structures in
wetlands which would not impact the wetland.
2. The requirement for a 25 foot lateral accessway where access is required
on waterfront parcels.
3. Whether or not a release of liability must be obtained by the City for
projects in identified hazard areas.
F
fi.
�r
4. The height of permitted parking decks on the ocean side of Pacific Coast
Highway.
The motion carried unanimously.
Councilmembers Finley and Bailey left the meeting at 11:00 P.M.
ORDINANCE TO BE AMENDED - APPRAISAL RELATED TO SALE OF SURPLUS PROPERTY
Councilman Thomas stated his concern regarding thc need for Council input
after City's surplus property has been appraised and before a price has been
determined.
Following discussion, a motion was made by Thomas, seconded by Pattinson, to
direct staff to amend the ordinance pertaining to sale of surplus property
adding a provision to submit the appraisal of the property to Council before
setting a bid price for the property. The motion carried by the following
roll call vote: g
AYES: Pattinson, Thomas, Kelly
NOES: MacAllister, Mandic
ABSENT: Finley, Bailey
(41
Page 7 - Redevelopment Agency Minutes - 3/26/84
ADJOURNMENT - COUNCIL/REDEVELOPMENT AGENCY
The Mayor/Chairman adjourned the adjourned regular meeting of the City Council
and the Redevelopment Agency of the City of Huntington Beach to Monday, April
2, 1984 at 6:30 P.M. in Room B-8.
Alicia M. Wentworth
Clerk of the Redevelopment Agency
and City Clerk and ex-officio Clerk
of the City Council of the City of
Huntington Beach, California
BY: a��
Deputy City Clerk/Clerk
ATTEST
Alicia M. Wentworth
City Clerk/Clerk
BY: a- CGuc7c�
Deputy City Clerk Clerk
The foregoing instrument is a correct copy
of the original on file in this office
Attest ...3-uhe.-- It---------
� 19_�LJ..
ALICIA M. WEN
TWORTH _
City Clerk aad EI cftlsio Clerk of the City
Counci of the City of Huntington Beach, Cal.
By �1� �.1 - �... ::4�.... Deputy
�'[Ie(rrme fa
THE CITY OF HUNTINGTON BEACH
The document you are viewing
contains additional information
that is not possible to produce
electronically . For information on
how to locate this document for
viewing , please contact or visit the
City Clerk's Office for assistance .
2000 Main Street
2nd Floor — City Hall
Huntington Beach CA 92648
(714) 536-5227
2314F JHHW.SSR 05/16/84
CERTIFICATES OF PARTICIPATION
(Emerald Cove Senior Citizens Housing Project)
Evidencing the Proportionate Interests of the Owners
Thereof in Lease Payments to be Made by the
CITY OF HUNTINGTON BEACH, CALIFORNIA
As the Rental for Certain Property Pursuant to a
Lease Agreement with the
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
CERTIFICATE OF MAILING
I , Charles F Adams, under penalty of perjury, certify as follows:
That for and on behalf of the City of Huntington Beach, California, and
on January 31 , 1984, I caused to be mailed a California Debt Advisory
Commission Report Form with respect to the above referenced Certificates of
Participation, postage prepaid, to the California Debt Advisory Commission, at
P.0 Box 1919, Sacramento, California 95809, a true copy of which report form
is hereto attached
Dated: June 19, 1984
S
arles F Adams
Jones Hall Hill & White,
A Professional Law Corporation
CALIFORNIA DEBT ADVISORY CO24ISSION REPORT FORK
:4AIL TO: Hon. Jesse X. Ur,:uh DATE: 1/31/84
Treasurer of C` ifornia
P.O. Box 1919
Sacramento, CA 95809
Pursuant to Section 8855 of the Government Code, you are hereby notified that this
agency intends to sell an issue of debt securities as follows:
NAME: CITY OF HUNTINGTON BEACH
(Entity issuing the debt obligation)
OFFICER IN CHARGE OF ISSUE:
Nazi : Stephen V. Kohler TITLE:Sr. Community Development
Specialist
ADDRESS: 2000 Main Street PHONE:(714)536-5542
(Area code) (No.) (Ext.)
Huntington Beach , California 92648
FORM OF DEBT: Lease -
(Bond issue, Note, Lease (if lease, see over), Contract, Commercial Paper, etc.
TYPE. General Fund
(G.O., Revenue, Indus. Dev. , Charter City, Limited Obligation, Other)
SCHEDULED DATE February 20, 1984
OF SALE: AUCTION* NEGOTIATED SALE* XX
AUTHORIZED AMOUNT (Check one)
OF ISSUE: PRINCIPAL: $6.000,000 (estimated) INTEREST:**
MOUNT SOLD**: /
TERM OF
OBLIGATION: (Please list maturities schedule on reverse side of this form)
PURPOSE(S) TO BE FINANCED BY THIS ISSUE: acquisition and construction of low income
senior citizens rental housing (Terry Park Project)
SOURCE(S) OF REPAYMENT:
FINANCIAL ADVISOR: NIA FINANCIAL ADVISOR FEES**:
UNDERWRITER: SfD pr UNDERWRITER FEES**
l]P �.Y�nghr.8
BOND COUNSEL. Jones Hall Hill & White, APLC BOND COUNSEL FEES**:
OTHER FEES**
TOTAL SPREAD**
*If competitive bidding is used, we would appreciate your sending along "Notice of Sale";
if negotiated, the "Offering Circular" or the "O.S.".
**These items of information will be filled in by CDAC staff as a result of followup
phone calls after the date of the sale.
r _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
CONTACT: i
p:=ice of the State Treasurer
Falifornia Debt Advisory Commission FORM CDAC-81-2
Sacramento, California
AMOUNT MATURITY E INTEREST RATE
LEASE: $ $ %
(Amount Principal) (Amount Interest) (Interest Rate)
(Date of Execution) (Date of termination or
condition of termination)
(Expected Length)
(Purpose of lease, i.e. , object or use to be acquired.)
(Source of funding from which it is expected the cost of the lease will
be paid.)
Is this a lease purchase agreement? yes no
If more than one lease is involved, use additional pages to list
the information for each lease.
03/26/92 RECORDS INDEX Page 1
CATEGORY y BOX EXP DATE
SUBJECT LABEL � CC/MS/PO S MF DES DATE RECORD #
---------- ------U----------------------------- -------- - --- -------- --------
330 . 30 Revenue Bond-COP $4,600,000 A 2398
Emerald Cove Senior Citizens
Housing Proj (Terry Park)
330 . 30 Revenue Bond-1991 Refunding COP A 2395
$5, 740, 000-Emerald Cove Senior
Citizens Housing Prof
(Jones Hall Hill & White)
EM 450 . 20 ZC 77-32 M 118 1925
121 Applicant: EMERALD ENGINEERING
Location: W/o Beach btwn Adams &
Memphis-Action date: 2/6/78
EM 450. 20 ZC 77-23 M 118 1917
121 Applicant: EMERALD ENGINEERING
Location: SE cor of Adams &
Delaware-Action date: 11/21/77
EM 600 .10 EMERALD COVE SENIOR APT. M 1546
49 Financial Document Agrmts (This E 1990
file contains RCA & Res 78 & 79 &
5611-ester Emerald Cove Housing
Fund, etc)
JO 600 . 10 JONES HALL HILL & WHITE A 2396
Bond Counsel Services-Refunding
Certificate of Participation (COP)
proceedings-Emerald Cove Senior
Citizens Housing Proj
LO 600.10 LOMCO (LIVING OPPORTUNITIES ) A 258
Emerald Cove Senior Housing
LY 600 .10 WILLIAM LYON M 1579
49 Disposition & Dev. Agrmt E 1991
Emerald Cove Sr. Citizen Housing
Project
TB 600 .30 REDEVELOPMENT AGENCY Talbert-Beach A 2397
Reimb Agrmt btwn Agency and Golden
State Sanwa Bank for Terry Park
Rental Proj Appraisal (Emerald
Cove Senior Citizens Housing Proj )
1743F JHHW:CFA:dfd 01/06/84
01/09/84
01/30/84
02/21/84
03/08/84
03/29/84
AFTER RECORDATION RETURN TO• 03/30/84
04/30/84
Jones Hall Hill & White, 05/18/84
A Professional Law Corporation 06/06/84
Four Embarcadero Center, Suite 1950 06/13/84
San Francisco, California 94111 ld 06/14/84
Attention: Charles F. Adams 06/16/84
LEASE AGREEMENT
Dated as of May 1 , 1984
by and between the
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH, as Lessor
and the
CITY OF HUNTINGTON BEACH, as Lessee
This document is solely for the
official business of the City
of Huntington Beach, as contem-
plated under Government Coda
Sec. 6103 and should be recorded
free of charge.
TABLE OF CONTENTS
Page
ARTICLE I
DEFINITIONS AND EXHIBITS
SECTION 1 . 1 Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
SECTION 1 .2 Exhibits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
ARTICLE II
REPRESENTATIONS, COVENANTS AND WARRANTIES
SECTION 2. 1 Representations, Covenants and Warranties
of the City. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
SECTION 2.2 Representations, Covenants and Warranties
ofthe Agency. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
ARTICLE III
DEPOSIT OF MONEYS; CONSTRUCTION OF THE PROJECT
SECTION 3 1 Deposit of Moneys. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
SECTION 3.2 Construction of the Project. . . . . . . . . . . . . . . . . . . . . . . . . 10
SECTION 3.3 Payment of Construction Costs . . . . . . . . . . . . . . . . . . . . . . . . . 10
SECTION 3.4 Unexpended Proceeds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
ARTICLE IV
AGREEMENT TO LEASE; TERMINATION OF
THIS LEASE; LEASE PAYMENTS; TITLE TO THE PROJECT
SECTION 4. 1 Lease. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . 12
SECTION 4.2 Term of Agreement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
SECTION 4.3 Possession. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
SECTION 4.4 Lease Payments. . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . 12
SECTION 4.5 Special Obligation; Limitation of Liability
toRevenues. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
SECTION 4.6 Pledge and Assignment of Revenues; Creation
of Special Fund. . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . 14
SECTION 4.7 Quiet Enjoyment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
SECTION4.8 Title. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . . . . . . 14
SECTION 4.9 Additional Payments. . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . 14
SECTION 4. 10 Obligation to Post Letter of Credit. . . . . ... . . . . . . . . . . . 15
SECTION 4. 11 Rate Covenant. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
(i )
Page
ARTICLE V
MAINTENANCE; TAXES; INSURANCE; AND OTHER MATTERS
SECTION 5.1 Maintenance, Utilities, Taxes and Assessments. . . . . . . . . 16
SECTION 5.2 Modification of Projects . . . . . . . . 16
SECTION 5.3 Public Liability and Property Damage Insurance. . . . . . . . 17
SECTION 5.4 Fire and Extended Coverage Insurance. . . . . . . . . . . . . . . . . 17
SECTION 5.5 Rental Interruption or Use and Occupancy Insurance . . . 17
SECTION 5.6 Title Insurance. . . . . . . . . . . . . . . . . . . . 18
SECTION 5.7 Insurance Net Proceeds; Form of Policies. . . . . . . . . . . . . . 18
SECTION 5.8 Installation of City' s Equipment. . . . . . . . . . . . . . . . . . . . 18
SECTION 5 9 Liens. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
SECTION 5 10 No Discrimination. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
SECTION 5. 11 Project to be Rented to Lower-Income Tenants. . . . . . . . . . 19
ARTICLE VI
DAMAGE, DESTRUCTION AND EMINENT DOMAIN;
USE OF NET PROCEEDS
SECTION 6. 1 Eminent Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
SECTION 6.2 Application of Net Proceeds. . . . . . . . . . . . . . . . . . . . . . . . . . 21
ARTICLE VII
DISCLAIMER OF WARRANTIES; ACCESS
SECTION 7.1 Disclaimer of Warranties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
SECTION 7.2 Access to the Site and the Project. . . . . . . . . . . . . . . . . . 22
SECTION 7.3 Release and Indemnification Covenants. . . . . . . . . . . . . . . . . 22
ARTICLE VIII
ASSIGNMENT, SUBLEASING AND AMENDMENT
SECTION 8.1 Assignment by the Agency. . . . . . . . . . . . . . 23
SECTION 8.2 Assignment and Subleasing by the City. . . . . . . . . . . . . 23
SECTION 8.3 Amendment of this Lease. . . . . . . . . . . . . . . . . . . . . . . . . . 23
(ii >
Page
ARTICLE IX
EVENTS OF DEFAULT AND REMEDIES
SECTION 9. 1 Events of Default Defined. . . . . . . . . . . • • • . . . . . . 25
SECTION 9.2 Acceleration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
SECTION 9.3 Other Remedies . . : , * , * * * ' . . . . . . 26
SECTION 9 4 No Remedy Exclusive. . . . . . . . . . . . . . . . . . . . 26
SECTION 9.5 Agreement to Pay Attorneys ' Fees and Expenses 27
SECTION 9.6 No Additional Waiver Implied by One Waiver . . . . . . . . 27
SECTION 9.7 Application of Proceeds. . . . . . . . . . . . . . . . . . . 27
SECTION 9.8 Trustee and Certificate Owners to Exercise Rights . . . . . 27
SECTION 9.9 Liability Limited to Revenues . . . . . . . . . . . . . . . . 27
ARTICLE X
PREPAYMENT OF LEASE PAYMENTS
SECTION 10. 1 Security Deposit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
SECTION 10.2 Mandatory Purchase From Net Proceeds of Insurance
or Eminent Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
ARTICLE XI
MISCELLANEOUS
SECTION 11 . 1 Notices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
SECTION 11 .2 Binding Effect. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
SECTION 11 .3 Severability. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
SECTION 11 .4 Net-net-net Lease. . . . . . . . . . 29
SECTION 11 .5 Further Assurances and Corrective Instruments . . . . . . . . 29
SECTION 11 .6 Execution in Counterparts. . . . . . . . . . . . . . . . . . . . . . . . 30
SECTION 11 .7 Applicable Law . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
SECTION 11 .8 Agency and City Representatives. . . . . . . . . . . . . . . . . . . . . 30
SECTION 11 .9 Captions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Exhibit A - Schedule of Lease Payments
Exhibit B - Legal Description of the Site
(iii )
LEASE AGREEMENT
THIS LEASE, dated for convenience as of May 1, 1984, by and between the
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH, a public ,body corporate and
politic duly organized and existing under the laws of the State of California, as
lessor (the "Agency") , and the CITY OF HUNTINGTON BEACH, a municipal corporation
and chartered city duly organized and existing under the constitution and laws of
said State, as lessee (the "City") ;
W I T N E S S E T H:
WHEREAS, the Agency presently owns certain land in the Talbert—Beach
Redevelopment Project Area within the City of Huntington Beach, on which the Agency
wishes to construct certain multifamily rental housing facilities, and
WHEREAS, in order to provide funds to acquire and construct such multifamily
rental housing facilities the Agency has proposed to lease such multifamily rental
housing facilities to the City, and the City is authorized pursuant to the
constitution and laws of the State to enter into leasehold agreements for such
purposes; and
WHEREAS, the Agency will cause to be provided funds for the acquisition and
construction of such multifamily rental housing facilities to be leased pursuant to
this Lease,
NOW, THEREFORE, in consideration of the above premises and of the mutual
covenants hereinafter contained and for other good and valuable consideration, the
parties hereto agree as follows
ARTICLE I
DEFINITIONS AND EXHIBITS
SECTION 1 1. Definitions Unless the context otherwise requires, the terms
defined in this Section shall , for all purposes of this Lease Agreement have the
meanings herein specified
"Agency" means the Redevelopment Agency of the City of Huntington Beach, a
public body corporate and politic duly organized and existing under and by virtue
of the laws of the State.
"Agency Representative" means the Chief Executive Officer, the Senior
Community Development Specialist or the Chief of Administrative Services of the
Agency, or any other person authorized to act on behalf of the Agency under or with
respect to this Lease as evidenced by a resolution conferring such authorization
adopted by the Agency.
"Assignment Agreement" means the Assignment Agreement, dated as of May 1,
1984, by and between the Agency and the Trustee, together with any duly authorized
and executed amendments and supplements thereto
"Bank" means Golden State Sanwa Bank, a California banking corporation, its
successors and assigns.
"Bank Representative" means the person or persons at the time designated by
the Bank by written certificate furnished to the Trustee containing the specimen
signatures of such person or persons and signed on behalf of the Bank by a Vice
President thereof Such certificate may designate an alternate or alternates.
"Certificate of Completion" means, with respect to the Project, a
certificate of an architect, approved by (the Agency Representative and the Bank
Representative, stating that the acquisition, construction and improvement of the
Project have been completed substantially in accordance with the plans and
specifications therefor.
"Certificates of Participation" or "Certificates" means the $4,600,000
aggregate principal amount of Certificates of Participation (Emerald Cove Senior
Citizens Housing Project) to be executed and delivered pursuant to the Trust
Agreement.
"City" means the City of Huntington Beach, a municipal corporation and
chartered city duly organized and existing under the Constitution and laws of the
State
"City Representative" means the City Administrator, the Senior Community
Development Specialist or the Chief of Administrative Services of the City or a
person authorized by the City Council of the City to act on behalf of the City under
or with respect to this Lease as evidenced by a resolution conferring such
authorization adopted by the City Council .
2
"Closing Date" means the day when the Certificates of Participation, duly
executed by the Trustee, are delivered to the Original Purchaser.
"Code" means .he Internal Revenue Code of 1954, as amended. Each citation
to a provision of the Code shall include the regulations of the United States
Department of the Treasury promulgated from time to time under such provision.
"Completion Date" means the date on which the Agency files the Certificate
of Completion with the Trustee, the Bank and the City.
"Confirming Bank" means The Sanwa Bank, Limited, a Japanese banking
corporation, its successors and assigns.
"Confirming Letter of Credit" means the confirming letter of credit issued
by the Confirming Bank confirming the Letter of Credit, in substantially the form
attached as Exhibit B to the Reimbursement Agreement.
"Construction Costs" means all costs of acquiring the Site and
constructing, improving and equipping the Project thereon, including but not
limited to.
(1 ) all costs which the Agency shall be required to pay to any person
under the terms of any agreement for or relating to the acquisition of the Site
(including but not limited to relocation costs) or any portion thereof, and the
construction, improvement or equipping of the Project thereon;
(ii ) obligations of the Agency incurred for labor and materials
(including obligations payable to the Agency for actual out-of-pocket expenses of
the Agency) in connection with the construction, improving or equipping of the
Project, including reimbursement to the Agency for all advances and payments made
in connection with the Project prior to or after delivery of the Certificates;
(iii ) the cost of performance or other bonds and any and all types of
insurance that may be necessary or appropriate to have in effect during the course
of construction of the Project,
(iv) all costs of engineering and architectural services, including
the actual out-of-pocket costs of the Agency for test borings, surveys, estimates,
plans and specifications and preliminary investigations therefor, development
fees, sales commissions, and for supervising construction, as well as for the
performance of all other duties required by or consequent to the proper
acquisition, construction or improvement of the Project; and
(v) any sums required to reimburse the Agency for advances made by the
Agency for any of the above items or for any other costs incurred and for work done
by the Agency which are properly chargeable to the acquisition of the Site or the
construction, improvement or equipping of the Project thereon.
"Construction Fund" means the fund by that name established and held by the
Trustee pursuant to Article III of the Trust Agreement.
3
"Deed of Trust" means the Deed of Trust, Assignment of Rents and Security
Agreement dated as of May 1, 1984 , executed and delivered by the Agency.
"Delivery Costs" means a , l items of expense directly or indirectly payable
by or reimbursable to the City or the Agency relating to the execution, sale and
delivery of this Lease Agreement or the Certificates, including but not limited to
filing and recording costs, settlement costs, printing costs, reproduction and
binding costs, initial origination fee of the Bank with respect to the Letter of
Credit, fees and charges of the Trustee, financing discounts, legal fees and
charges, initial Letter of Credit fee for the first annual period of the Letter of
Credit, insurance fees and charges, Agency and City travel expenses, California
Debt Advisory Commission reporting fee, fee for preparation of any legal investment
and blue sky memoranda, financial and other professional consultant fees, costs of
rating agencies or credit ratings, fees for execution, transportation and
safekeeping of the Certificates and charges and fees in connection with the
foregoing
"Federal Securities" means any of the following which at the time of
investment are legal investments under the laws of the State for the moneys
proposed to be invested therein:
(a) direct general obligations of (including obligations issued or
held in book entry form on the books of the Department of the Treasury of the United
States of America) , or obligations the payment of principal of and interest on
which are unconditionally guaranteed by, the United States of America; or
(b) bonds, debentures or notes or other evidence of indebtedness
payable in cash issued by one or a combination of any of the following: federal
agencies whose obligations represent the full faith and credit of the United States
of America; Export Import Bank of the United States, Federal Financing Bank,
Farmer' s Home Administration, Public Housing Authority, and Government National
Mortgage Association.
"Fiscal Year" means the twelve-month period beginning on July 1 in any year
and ending on June 30 in the following year.
"Independent Counsel" means an attorney duly admitted to the practice of law
before the highest court of the state in which such attorney maintains an office
and who is not an employee of the Agency, the Trustee, the Bank or the City.
"Insurance and Condemnation Fund" means the fund by that name established
and held by the Trustee pursuant to Article VII of the Trust Agreement.
"Interest Reserve Fund" means the fund by that name established and held by
the Trustee pursuant to Article VI of the Trust Agreement.
"Interest Reserve Requirement" means, as of the date of calculation, an
amount equal to one hundred sixty days' interest with respect to the outstanding
Certificates.
4
"Lease Agreement" or "Lease" means this Lease Agreement together with any
duly authorized and executed amendments or -.upplements hereto.
"Lease Payment" means any payment , equired to be made by the City pursuant
to Section 4.4 of this Lease, as set forth in Exhibit A to this Lease.
"Lease Payment Fund" means the fund by that name established and held by the
Trustee pursuant to Article V of the Trust Agreement.
"Lease Payment Reserve Fund" means the fund by that name established and
held by the Trustee pursuant to Article VI of the Trust Agreement.
"Lease Payment Reserve Requirement" means, as of any date of calculation,
an amount equal to the sum of (a) the maximum monthly installment of the Lease
Payments thereafter payable by the City under the Lease Agreement, plus (b) the
amount (if any) theretofore transferred by the Trustee from the Construction Fund
to the Lease Payment Reserve Fund pursuant to Section 3 03 of the Trust Agreement.
"Letter of Credit" means (i) the irrevocable standby letter of credit
issued by the Bank for the account of the City, to be held by the Trustee for the
benefit of the Certificate Owners, in substantially the form attached as Exhibit A
to the Reimbursement Agreement, and (ii ) any letter of credit issued by a financial
institution in substitution for the letter of credit described in the preceding
clause (i ) .
"Letter of Credit Account" means the account by that name established and
held by the Trustee as an account within the Lease Payment Fund pursuant to Article
V of the Trust Agreement.
"Letter of Credit Fees" means the annual fee payable by the City to the Bank
pursuant to the Reimbursement Aqreement in consideration of the issuance of the
Letter of Credit by the Bank.
"Lower-Income Tenants" means individuals of low or moderate income within
the meaning of Section 103(b)(12)(C) of the Code and the Regulations thereunder.
For this purpose the occupants of a unit shall not be considered to be of low or
moderate income if all of such occupants are students (as defined in Section
151(e)(4) of the Code) , no one of whom is entitled to file a joint return under
Section 6013 of the Code.
"Net Proceeds" means any insurance proceeds or condemnation award in excess
of $50,000, paid with respect to the Project or the Site, to the extent remaining
after payment therefrom of all expenses incurred in the collection thereof.
"Original Purchaser" means Stone & Youngberg, as original purchaser of the
Certificates
"Owner" or "Certificate Owner" or "Owner of a Certificate", or any similar
term, when used with respect to a Certificate means the person in whose name such
fully registered Certificate shall be registered.
5
"Permitted Encumbrances" means, as of any particular time. (i) liens for
general ad valorem taxes and assessments, if any, not +hen delinquent, or which the
City may, pursuant to provisions of Article V hereof )ermit to remain unpaid, (ii )
the Assignment Agreement, (111 ) this Lease Agreement, (iv) any right or claim of
any mechanic, laborer, materialman, supplier or vendor filed or perfected in the
manner prescribed by law; (v) easements, rights of way, mineral rights, drilling
rights and other rights, reservations, covenants, conditions or restrictions which
exist of record as of the Closing Date and which the City certifies in writing will
not materially impair the use of the Site for the Project, (vi ) the Deed of Trust;
and (vii ) easements, rights of way, mineral rights, drilling rights and other
rights, reservations, covenants, conditions or restrictions established following
the date of recordation of this Lease and to which the Agency and the City consent
in writing.
"Project" means the multifamily rental housing improvements and all
property, improvements, equipment and facilities, including but not limited to
landscaping, utilities and other public improvements, to be constructed on the Site
from moneys deposited in the Construction Fund.
"Purchase Contract" means the Contract of Purchase dated as of May 31, 1984,
by and among the Original Purchaser, the City and the Trustee.
"Reimbursement Agreement" means the Letter of Credit and Reimbursement
Agreement dated as of May 1, 1984, by and between the City and the Bank, together
with any duly authorized and executed amendment thereto.
"Revenues" means the gross amount of (i ) all rents, receipts, payments and
other income and revenue derived by the City with respect to, or otherwise derived
from, the operation of the Project, including all amounts paid to the City as a rent
subsidy by the City, the Agency or any other public agency, (ii ) all amounts
derived with respect to the enforcement of the beneficiary' s rights under the Deed
of Trust, (iii ) all Net Proceeds of insurance or condemnation awards with respect
to the Project, (iv) all amounts derived from the investment of funds held by the
Trustee under the Trust Agreement, and (v) any other amounts required hereunder or
under the Trust Agreement to be applied to the payment of the Lease Payments.
"Site" means all of that certain real property located in the City described
in Exhibit B hereto, on which the Project is to be situated.
"State" means the State of California.
"Term of this Lease" or "Term" means the time during which this Lease is in
effect, as provided for in Section 4.2 hereof.
"Trust Agreement" means the agreement entitled "Trust Agreement" and dated
as of May 1, 1984, by and among the Trustee, the Agency and the City, together with
any duly authorized and executed amendment thereto.
"Trustee" means First Interstate Bank of California, or any successor
thereto acting as Trustee pursuant to the Trust Agreement.
6
SECTION 1.2. Exhibits. The following Exhibits are attached to, and by
reference made a part of, this Lease
Exhibit A. The schedule of Lease Payments to be paid by she City hereunder
with respect to the Site and the Project, showing the date and amount of each Lease
Payment.
Exhibit B. The description of the real property constituting the Site
7
ARTICLE II
REPRESENTATIONS, COVENANTS AND WARRANTIES
SECTION 2. 1 Representations, Covenants and Warranties of the City. The
City represents, covenants and warrants to the Agency as follows:
(a) Due Organization and Existence The City is a municipal
corporation and chartered city duly organized and existing under the laws and
Constitution of the State
(b) Authorization The Constitution and the laws of the State
authorize the City to enter into this Lease, the Trust Agreement, the Reimbursement
Agreement and to enter into the transactions contemplated by and to carry out its
obligations under all of the aforesaid Agreements, and the City has duly authorized
and executed all of the aforesaid Agreements.
(c) No Violations. Neither the execution and delivery of this Lease,
the Trust Agreement, the Reimbursement Agreement, nor the fulfillment of or
compliance with the terms and conditions hereof or thereof, nor the consummation of
the transactions contemplated hereby or thereby, conflicts with or results in a
breach of the terms, conditions or provisions of any restriction or any agreement
or instrument to which the City is now a party or by which the City is bound, or
constitutes a default under any of the foregoing, or results in the creation or
imposition of any lien, charge or encumbrances whatsoever upon any of the property
or assets of the City, or upon the Site or the Project, except Permitted
Encumbrances.
(d) Execution and Delivery The City has duly authorized and executed
this Lease in accordance with the laws of the State.
SECTION 2 2. Representations, Covenants and Warranties of Agency. The
Agency represents, covenants and warrants to the City as follows.
(a) Due Organization and Existence. The Agency is a public body
corporate and politic duly organized and existing under and by virtue of the
Community Redevelopment Law of the State (constituting Part 1 of Division 24 of the
Health and Safety Code of the State) ; has power to enter into this Lease, the
Assignment Agreement, the Trust Agreement and the Deed of Trust; is possessed of
full power to own and hold real and personal property, and to lease and sell the
same; and has duly authorized the execution and delivery of all of the aforesaid
Agreements.
(b) No Encumbrances The Agency will not pledge the Lease Payments or
other amounts derived from the Project or the Site and from its other rights under
this Lease, and will not mortgage or encumber the Project or the Site, except as
provided under the terms of this Lease and the Trust Agreement
(c) No Violations Neither the execution and delivery of this Lease,
the Assignment Agreement, the Trust Agreement or the Deed of Trust, nor the
fulfillment of or compliance with the terms and conditions hereof or thereof, nor
8
the consummation of the transactions contemplated hereby or thereby, conflicts with
or results in a breach of the terms, conditions or provisions of any restriction or
any agreement or instrument to which the Agency is now a party or by which the
Agency is bound, or constitutes a default under any of the foregoing, or results in
the creation or imposition of any lien, charge or encumbrance whatsoever upon any
of the property or assets of the Agency, or upon the Project or the Site, except
Permitted Encumbrances
(d) No Assignments Except as provided herein, the Agency will not
assign this Lease, its right to receive Lease Payments from the City, or its duties
and obligations hereunder to any other person, firm or corporation so as to impair
or violate the representations, covenants and warranties contained in this Section
2.2
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ARTICLE III
DEPOSIT OF MONEYS; CONSTRUCTION
OF THE PROJECT
SECTION 3 1. Deposit of Moneys On the Closing Date, the Agency shall cause
to be deposited with the Trustee the pioceeds of sale of the Certificates, subject
to the terms of the Purchase Contract Pursuant to the Trust Agreement, the
Interest Reserve Requirement shall be deposited by the Trustee in the Interest
Reserve Fund, the Lease Payment Reserve Requirement shall be deposited in the Lease
Payment Reserve Fund, the Lease Payment of advance rental payable by the City
hereunder shall be deposited by the Trustee in the Lease Payment Fund; and the
remaining balance of said amount shall be deposited by the Trustee in the
Construction Fund
SECTION 3.2 Construction of the Project The Agency hereby agrees to
supervise and provide for, or cause to be supervised and provided for, the complete
construction, improvement and equipping of the Project on the Site, and will cause
the same to be diligently performed after the deposit of funds with the Trustee
pursuant to Section 3.1 The Agency agrees that the Bank shall also have the right
to supervise construction in accordance with the customary construction lending
practices of the Bank The Agency will use its best efforts to ensure that the
construction, improvement and equipping of the Project on the Site, will be
substantially completed in accordance with plans and specifications approved by the
Agency on or prior to June 1, 1985 The City agrees that upon substantial
completion of any portion of the Project it will take possession of that portion of
such portion of the Project under the terms and provisions of this Lease.
Upon completion of the Project satisfactory to the City and the Agency, but
in any event not later than thirty (30) days following completion cf such
construction, the City shall deliver to the Trustee and the Bank the Certificate of
Completion
If the Agency, for any reason whatsoever, cannot deliver the possession of
the Project and the Site to the City by June 1 , 1985, this Lease shall not be void
or voidable, nor shall the Agency be liable to the City for any loss or damage
resulting therefrom, nor shall there be any reduction in or postponement of the
payment by the City of the Lease Payments pursuant to Section 4.4 hereof.
The Agency makes no representation or warranty herein that the amounts
deposited into the Constructin Fund are or will be sufficient to pay when due all
Construction Costs and to complete the construction, improvement and equipping of
the Project.
SECTION 3.3. Payment of Construction Costs. Payment of the Construction
Costs shall be made from the moneys deposited with the Trustee in the Construction
Fund as provided in Section 3.1 hereof, which shall be disbursed for this purpose
in accordance and upon compliance with Article III of the Trust Agreement.
SECTION 3.4. Unexpended Proceeds. All excess moneys remaining in the
Construction Fund and not required for payment of Delivery Costs and Construction
10
Costs shall be transferred by the Trustee to the Lease Payment Reserve Fund
pursuant to and in accordance with Section 3.03 of the Trust Agreement.
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ARTICLE IV
AGREEMENT TO LEASE; TERMINATION OF
THIS LEASE, LEASE PAYMENTS; TITLE TO THE PROJECT
SECTION 4. 1. Lease The Agency hereby leases the Project and the Site to
the City, and the City hereby leases the Project and the Site from the Agency, upon
the terms and conditions set forth in this Lease.
SECTION 4.2. Term of Agreement. The Term of this Lease shall commence on
the date hereof, and shall end one hundred forty (140) days after June 1, 1994,
unless such term is extended as hereinafter provided If on the date one hundred
forty (140) days after June 1, 1994, the Trust Agreement shall not be discharged by
its terms, or if the Lease Payments payable hereunder shall have been abated at any
time and for any reason, then the Term of this Lease shall be extended until the
date on which the Trust Agreement shall be discharged by its terms. If prior to
June 1, 1994, the Trust Agreement shall be discharged by its terms, the Term of this
Lease shall thereupon end. Notwithstanding the foregoing, however, the City shall
have the right, in its sole discretion, to extend the Term of this Lease for one or
two additional five year periods upon written notice delivered to the Agency prior
to the commencement of any such period Nothing herein is intended or shall be
construed to prohibit the City and the Agency from agreeing to any other extension
of the Term of this Lease at any time prior to the execution and delivery hereof by
the parties hereto.
SECTION 4.3. Possession. It is contemplated that the City will take
possession of the Project and the Site on or before June 1, 1985, and the first
Lease Payment (other than the Lease Payment of advance rental payable as provided
in Exhibit A) shall be the Lease Payment due and payable on June 1, 1985. If the
construction, improvement and equipping of the Project or portion thereof shall be
substantially completed before June 1, 1985, the City shall take possession of the
Project or such portion thereof and the Site upon the substantial completion
thereof. As provided in Section 3.2, if the Project shall not be substantially
completed by the Agency on or before June 1 , 1985, there shall be no abatement of
the Lease Payments whatsoever
SECTION 4.4. Lease Payments
(a) Obligation to Pay. The City agrees to pay to the Agency, its
successors and assigns, as rental for the use and occupancy of the Project and the
Site, but only from the Revenues as hereinafter provided, the semiannual Lease
Payments (denominated into components of principal and interest) for the Project
and the Site in the amounts specified in Exhibit A. The interest components of the
Lease Payments shall be due and payable in consecutive monthly installments of
$36,416.67 each on the first day of each month beginning June 1, 1985, and
continuing to and including May 1, 1994. The principal component of the Lease
Payments shall be due and payable on May 1, 1994. Any amount held in the Lease
Payment Fund on any Lease Payment date (other than amounts resulting from the
prepayment of the Lease Payments in part but not in whole pursuant to Article X and
other amounts required for payment of past due principal or interest with respect
to any Certificates not presented for payment) shall be credited towards the Lease
12
Payments then due and payable; and no Lease Payment need be made on any Lease
Payment date if the amounts then held in the Lease Payment Fund are at least equal
to the Lease Payment then required to be paid. All Lease Payments payable in any
Fiscal Year (other than the first Lease Payment of advance rental ) shall be for the
use of the Project and the Site for such Fiscal Year.
(b) EffEct of Prepayment. In the event that the City prepays all
remaining Lease Payments in full pursuant to Article X, the City' s obligations
under this Lease shall cease and terminate on the date one hundred forty (140) days
after the date of such prepayment in full , including but not limited to the City' s
obligation to pay Lease Payments under this Section. In the event the City prepays
less than all of the remaining principal components of the Lease Payments pursuant
to Section 10 2, the principal components of the remaining Lease Payments shall be
reduced such that approximately equal Lease Payments prevail , corresponding on an
annual basis to the prevailing annual payments of principal with respect to the
outstanding Certificates, and the interest component of each subsequent remaining
Lease Payment shall be reduced by the aggregate corresponding amount of interest
which would otherwise be payable with respect to the Certificates redeemed as a
result of such prepayment.
(c) Fair Rental Value. The Lease Payments for the Project and the Site
for each Fiscal Year during the Term of this Lease shall constitute the total
rental for the Project and the Site for such Fiscal Year, and shall be paid by the
City in each Fiscal Year for and in consideration of the right of the use and
occupancy of, and the continued quiet use and enjoyment of the Project and the Site
during each Fiscal Year for which said Lease Payments are to be paid. The parties
hereto have agreed and determined that the total Lease Payments for the Project and
the Site do not exceed the fair rental value of such Project and such Site. In
making such determination, consideration has been given to the appraised value of
the Project and the Site, other obligations of the parties under this Lease, the
uses and purposes which may be served by the Project and the benefits therefrom
which will accrue to the City and the general public
(d) Assignment. The City understands and agrees that all Lease
Payments have been assigned by the Agency to the Trustee in trust, pursuant to the
Assignment Agreement, for the benefit of the Owners of the Certificates, and the
City hereby assents to such assignment. The Agency hereby directs the City, and
the City hereby agrees, to pay to the Trustee at the Trustee' s principal corporate
trust office in Los Angeles, California, or to the Trustee at such other place as
the Trustee shall direct in writing, all payments payable by the City pursuant to
this Section 4 4 and all amounts payable by the City pursuant to Article X.
SECTION 4 5 Special Obligation; Limitation of Liability to Revenues. The
City' s obligations under this Lease Agreement shall be special obligations limited
solely to the Revenues. Under no circumstances shall the City be required to
advance any moneys derived from any source of income other than the Revenues for
the payment of any of the City' s obligations hereunder, nor shall any other funds
or property of the City be liable in any manner whatsoever for the payment of the
Lease Payments or any other amounts required to be paid hereunder.
13
Subject to the first paragraph of this Section 4.5, the City' s obligation to
pay Lea,za Payments from Revenues and observe the other agreements on its part
contairwl in this Agreement shall be absolute and unconditional . Until such time
as all ease Payments have been fully paid, the City (i ) will not suspend or
discontinue paying the Lease Payments when due, (ii) will perform and observe all
of its other agreements contained in this Agreement, and (iii ) will not terminate
this Agreement for any cause, including, without limiting the generality of the
foregoing, failure to complete the Project, any acts or circumstances that may
constitute failure of consideration, destruction of or damage to the Project,
commercial frustration of purpose, any change in the laws of the United States of
America or of the State of California or any failure of the Trustee or the Agency to
perform and observe any agreement, whether express or implied, or any duty,
liability or obligation arising out of or connected with this Agreement.
SECTION 4 6. Pledge and Assignment of Revenues; Creation of Special
Fund All Revenues shall be applied to the obligations of the City hereunder The
City hereby pledges all of the Revenues irrevocably to the payment of the Lease
Payments and other amounts required to be paid by the City hereunder or under the
Trust Agreement or the Reimbursement Agreement, and the Revenues shall not be used
for any other purpose prior to payment in full (or provision for such payment as
provided in Section 10 1) of the Lease Payments The City shall establish a
special fund into which all Revenues received by the City shall be deposited. Said
special fund shall be maintained by the City, separate and apart from all other
funds of the City, at all times prior to payment in full (or provision for such
payment as provided in Section 10 1) of the Lease Payments, to be disbursed for the
purposes set forth herein and in the Trust Agreement and the Reimbursement
Agreement So long as the City is not in default hereunder or under the Trust
Agreement or the Reimbursement Agreement, any amounts in such special fund may at
the election of the City also be applied to subsidize any portion of the rents
charged to any Lower-Income Tenant of the Project.
SECTION 4.7. Quiet Enjoyment. During the Term of this Lease, the Agency
shall provide the City with quiet use and enjoyment of the Project and the Site, and
the City shall during such Term peaceably and quietly have and hold and enjoy the
Project and the Site, without suit, trouble or hindrance from the Agency, except as
expressly set forth in this Lease. The Agency will , at the request of the City and
at the City' s cost, join in any legal action in which the City asserts its right to
such possession and enjoyment to the extent the Agency may lawfully do so.
Notwithstanding the foregoing, the Agency shall have the right to inspect the
Project and the Site as provided in Section 7.2.
SECTION 4.8 Title. During the Term of this Lease, the Agency shall hold
title to the Project and the Site and any and all additions which comprise
fixtures, repairs, replacements or modifications thereof, except for those
fixtures, repairs, replacements or modifications which are added to the Project or
the Site by the City and which may be removed without damaging the Project and
except for any items added to the Project or the Site by the City pursuant to
Section 5.8 hereof. Upon termination of this Lease (and any renewals of the term
hereof) pursuant to Section 4.2 or Section 4.4(b) , all right, title and interest of
the Agency in and to the Project and the Site shall be transferred to and vested in
the City, withuut the necessity for any further instrument of transfer.
14
SECTION 4.9. Additional Payments. In addition to the Lease Payments, the
City shall pay when due all of the Letter of Credit Fees and all costs and expenses
incurred by the Ilency to comply with the provisions of the Trust Agreement,
including without limitation compensation due to the Trustee and all costs and
expenses of auditors, engineers and accountants, but excluding Delivery Costs
(which shall be paid by the Agency from moneys deposited in the Construction Fund).
SECTION 4. 10. Obligation to Post Letter of Credit. The City hereby agrees
to post the Letter of Credit and the Confirming Letter of Credit with the Trustee on
or before the Closing Date. The Letter of Credit and the Confirming Letter of
Credit shall be held and drawn upon, and the proceeds thereof applied, as set forth
in the Trust Agreement
SECTION 4 11 Rate Covenant. The City will , at all times prior to payment
in full (or provision for such payment as provided in Section 10. 1) of the Lease
Payments, fix, prescribe and collect rents and charges in connection with the
Project in each Fiscal Year so as to yield Revenues which, together with other
amounts reasonably estimated by the City to be available for payment of the Lease
Payments in such Fiscal Year (including but not limited to amounts derived from the
investment of funds under the Trust Agreement) , and after making reasonable
allowances for contingencies and error in the estimates, are at least equal to the
sum of (1) all maintenance and operation costs of the Project for such Fiscal Year,
plus (2) all Letter of Credit Fees due and payable during such Fiscal Year, plus (3)
one hundred ten percent (110%) of the aggregate amount of Lease Payments coming due
and payable during such Fiscal Year.
15
ARTICLE V
MAINTENANCE; ' 1XES; INSURANCE, AND OTHER MATTERS
SECTION 5 1. Maintenance, Utilities, Taxes and Assessments. Throughout
the Term of this Lease, as part of the consideration for the rental of the Project
and trio Site, all improvement, repair and maintenance of the Project and the Site
shall be the responsibility of the City, and the City shall pay for or otherwise
arrange for the payment of all utility services supplied to the Project and the
Site, which may include, without limitation, janitor service, security, power, gas,
telephone, light, heating, water and all other utility services, and shall pay for
or otherwise arrange for the payment of the cost of the repair and replacement of
the Project and the Site resulting from ordinary wear and tear or want of care on
the part of the City In exchange for the Lease Payments herein provided, the
Agency agrees to provide only the Project and the Site, as hereinbefore more
specifically set forth. The City waives the benefits of subsections 1 and 2 of
Section 1932 of the California Civil Code, but such waiver shall not limit any of
the rights of the City under the terms of this Lease.
The City shall also pay or cause to be paid all taxes and assessments of any
type or nature charged to the Agency or the City affecting the Project and the Site
or the respective interests or estates therein (including but not limited to any
possessory interest tax) , provided that with respect to special assessments or
other governmental charges that may lawfully be paid in installments over a period
of years, the City shall be obligated to pay only such installments as are required
to be paid during the Term of this Lease as and when the same become due. Nothing
herein is intended or shall be construed in any way to impair the ability of the
City to contest any such taxes, assessments or charges.
SECTION 5.2. Modification of Project. The City shall , at its own expense,
have the right to remodel the Project or to make additions, modifications and
improvements to the Project and the Site; provided, however, that in the case of
any such additions, modifications and improvements the contract cost of which
exceeds $25,000, all such additions, modifications and improvements shall
thereafter comprise part of the Project and the Site and be subject to the prior
written approval of the Bank Representative and shall be subject to the provisions
of this Lease. Such additions, modifications and improvements shall not in any way
damage the Project or cause it to be used for purposes other than those authorized
under the provisions of state and federal law; and the Project and the Site, upon
completion of any additions, modifications and improvements made thereto pursuant
to this Section, shall be of a value which is not substantially less than the value
of the Project and the Site immediately prior to the making of such additions,
modifications and improvements. The City will not permit any mechanic' s or other
lien to be established or remain against the Project or the Site for labor or
materials furnished in connection with any remodeling, additions, modifications,
improvements, repairs, renewals or replacements made by the City pursuant to this
Section; provided that if any such lien is established and the Agency shall be
notified of the City' s intention to do so, the City may in good faith contest any
lien filed or established against the Project or the Site, and in such event may
permit the items so contested to remain undischarged and unsatisfied during the
period of such contest and any appezl therefrom and shall provide the Agency with
16
full security against any loss or forfeiture which might arise from the nonpayment
of any such item, in form satisfactory to the Agency. The Agency will cooperate
fully in any such contest, upon the request and at the expense of the City.
SECTION 5.3. Public Liability and Property Damage Insurance. The City
shall maintain or cause to be maintained, throughout the Term of this Lease, a
standard comprehensive general insurance policy or policies in protection of the
City, its members, officers, agents and employees, the Agency, its members,
officers, agents and employees, and the Trustee. Said policy or policies shall
provide for indemnification of said parties against direct or contingent loss or
liability for damages for bodily and personal injury, death or property damage
occasioned by reason of the construction or operation of the Project. Said policy
or policies shall provide coverage in the minimum liability limits of $1,000,000
for personal injury or death of each person and $3,000,000 for personal injury cr
deaths of two or more persons in each accident or event, and in a minimum amount of
$150,000 for damage to property resulting from each accident or event, in each case
subject to a deductible clause of not to exceed $25,000. Such public liability and
property damage insurance may, however, be in the form of a single limit policy in
the amount of $3,000,000 covering all such risks. Such liability insurance may be
maintained as part of or in conjunction with any other liability insurance coverage
carried by the City, and may be maintained in the form of self-insurance or self-
insured retention by the City. The net proceeds of such liability insurance shall
be applied toward extinguishment or satisfaction of the liability with respect to
which the net proceeds of such insurance shall have been paid.
SECTION 5.4. Fire and Extended Coverage Insurance The City shall procure
and maintain, or cause to be procured and maintained, upon completion of the
Project and thereafter throughout the Term of this Agreement, insurance against
loss or damage to any structures constituting any part of the Project by fire and
lightning, with extended coverage and vandalism and malicious mischief insurance.
Said extended coverage insurance shall , as nearly as practicable, cover loss or
damage by explosion, windstorm, riot, aircraft, vehicle damage, smoke and such
other hazards as are normally covered by such insurance. Such insurance shall be
in an amount equal to 100% of the replacement cost of the Project (except that such
insurance may be subject to deductible clauses of not to exceed $100,000 for any
one loss) . Such insurance may be maintained as part of or in conjunction with any'
other fire and extended coverage insurance carried or required to be carried by the
City and may be maintained in the form of self-insurance by the City. The Net
Proceeds of such insurance shall be applied as provided in Section 6.2(a).
SECTION 5.5. Rental Interruption or Use and Occupancy Insurance. The City
shall procure and maintain, upon completion of the Project and thereafter through
the Term of this Agreement, rental interruption or use and occupancy insurance to
cover loss, total or partial , of the use of any structures constituting any part of
the Project as a result of any of the hazards covered in the insurance required by
Section 5.4 hereof, in an amount sufficient to pay the aggregate Lease Payments -
required to be paid in any future twelve-month period in which such aggregate Lease
Payments are the greatest. The Net Proceeds of such insurance shall be paid to the
Trustee and deposited in the Lease Payment Fund, and shall be credited towards the
payment of the Lease Payments in the order in which such Lease Payments come due and
payable.
17
SECTION 5.6. Title Insurance. The City shall provide, at its own expense,
on or before the Closing Date, an ALTA title insurance policy in form satisfactory
to the Trustee and the Bank and in the amount of not less than Four Million Six
Hundred Thousand Dollars ($4,600,000) , insuring th Agency' s fee title to and the
City' s leasehold estate in the Site, subject only to Permitted Encumbrances. All
Net Proceeds received under said policy shall be deposited with the Trustee in the
Lease Payment Fund and shall be credited towards the prepayment of the remaining
Lease Payments pursuant to Section 10 2.
SECTION 5.7 Insurance Net Proceeds, Form of Policies. Each policy of
insurance required by Sections 5.4, 5.5 and 5.6 hereof shall provide that all
proceeds thereunder shall be payable to the Trustee for the benefit of the
Certificate Owners All policies of insurance required by this Lease and any
statements of self-insurance shall be in form satisfactory to the Trustee. The
City shall pay or cause to be paid when due the premiums for all insurance policies
required by this Lease, and shall promptly furnish or cause to be furnished
evidence of such payments to the Trustee. All such policies shall provide that the
Trustee shall be given thirty (30) days' notice of each expiration, any intended
cancellation thereof or reduction of the coverage provided thereby. The Trustee
shall not be responsible for the sufficiency of any insurance herein required and
shall be fully protected in accepting payment on account of such insurance or any
adjustment, compromise or settlement of any loss agreed to by the Trustee. The
City shall cause to be delivered to the Trustee annually evidence satisfactory to
the Trustee that the insurance policies required by this Lease are in full force
and effect.
SECTION 5.8 Installation of City' s Equipment. The City may at any time and
from time to time, in its sole discretion and at its own expense, install or permit
to be installed other items of equipment or other personal property in or upon the
Project and the Site. All such items shall remain the sole property of such party,
in which neither the Agency nor the Trustee shall have any interest, and may be
modified or removed by such party at any time provided that such party shall repair
and restore any and all damage to the Project resulting from the installation,
modification or removal of any such items Nothing in this Lease shall prevent the
City from purchasing items to be installed pursuant to this Section under a
conditional sale or lease purchase contract, or subject to a vendor' s lien or
security agreement, as security for the unpaid portion of the purchase price
thereof, provided that no such lien or security interest shall attach to any part
of the Project or the Site.
SECTION 5.9. Liens. Except as permitted by Section 5.2, the City shall
not, directly or indirectly, create, incur, assume or suffer to exist any mortgage,
pledge, lien, charge, Encumbrance or claim on or with respect to the Project or the
Site, other than the respective rights of the Agency and the City as herein
provided and Permitted Encumbrances. Except as expressly provided in this Article,
the City shall promptly, at its own expense (but subject to the provisions of
Section 4.5) , take such action as may be necessary to duly discharge or remove any
such mortgage, pledge, lien, charge, encumbrance or claim, for which it is
responsible, if the same shall arise at any time.
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SECTION 5 10. No Discrimination. The City shall refrain from restricting
the rental , sale or lease of the Project or the Site on the risis of race, color,
creed, religion, sex, marital status, national origin or an stry of any person.
All deeds, leases or contracts hereinafter executed by the City with respect to the
Project and the Site or any portion thereof shall contain and be subject to the
following nondiscrimination and nonsegregation clauses:
(a) In deeds. "The grantee herein covenants by and for itself, its
heirs, executors, administrators and assigns, and all persons claiming under or
through them, that there shall be no discrimination against or segregation of, any
person or group of persons on account of race, color, creed, religion, sex, marital
status, national origin or ancestry in the sale, lease, sublease, transfer,
development, use, occupancy, tenure or enjoyment of the premises herein conveyed,
nor shall the grantee itself or any person claiming under or through it establish
or permit any such practice or practices of discrimination or segregation with
reference to the selection , location, number, use or occupancy of tenants, lessees,
subtenants, sublessees or vendees in the premises herein conveyed. The foregoing
covenants shall run with the premises."
(b) In leases• "The lessee herein covenants by and for itself, its
heirs, executors, administrators and assigns, and all persons claiming under or
through them and this lease is made and accepted upon and subject to the following
conditions. That there shall be no discrimination against or segregation of any
person or group of persons on account of race, color, creed, religion, sex, marital
status, national origin or ancestry in the leasing, subleasing, transferring, use,
occupancy, tenure or enjoyment of the premises herein leased nor shall the lessee
itself, or any person claiming under or through it, establish or permit any such
practice or practices of discrimination or segregation with reference to the
selection, location, number, use or occupancy of tenants, lessees, sublessees,
subtenants or vendees in the premises herein leased."
(c) In contracts: "There shall be no discrimination against or
segregation of any person or group of persons on account of race, color, creed,
religion, sex, marital status, national origin or ancestry in the sale, lease,
sublease, transfer, use, occupancy, tenure or enjoyment of the premises, nor shall
the transferee itself or any person claiming under or through it, establish or
permit any such practice or practices of discrimination or segregation with
reference to the selection, location, number, use or occupancy of tenants, lessees,
subtenants, sublessees or vendees in the premises herein conveyed. This provisions
shall be binding upon and shall obligate the parties hereto and any assignee or
other transferee under this Lease agreement."
SECTION 5 11. Project to be Rented to Lower-Income Tenants. The City
hereby agrees that from and after the Completion Date and thereafter throughout the
Term of this Lease, at least fifty percent (50%) of the completed dwelling units in
the Project shall be occupied by Lower-Income Tenants; provided, however, that
nothing herein shall prohibit the City from renting any of such units to a person or
family other than a Lower-Income Tenant so long as (a) such unit is rented on a
month-to-month basis, and (b) the City uses its best efforts to secure a Lower-
Income Tenant to occupy such unit at the first available time. In addition, the
City shall use its best efforts to ensure that from and after the Completion Date
19
and thereafter throughout the Term of this Lease, all of the completed dwelling
units in the Project shall be occupied by Lower-Income Tenants The requirements
of this Section 5. 12 shall be effective only during the Term of this Lease nd shall
not remain effective for any period during which the Project shall be sutteased by
the City pursuant to Section 8.2 hereof
20
ARTICLE VI
DAMAGE, DESTRUCTION AND EMINENT DOMAIN;
USE OF NET PROCEEDS
SECTION 6 1 Eminent Domain. If the Project and the Site, or any portion
thereof, shall be taken permanently under the power of eminent domain, (1) this
Lease shall continue in full force and effect and shall not be terminated by virtue
of such taking and the parties waive the benefit of any law to the contrary, and (2)
there shall be no abatement, reduction or postponement of Lease Payments except as
may result from the application of the Net Proceeds of any eminent domain award to
the prepayment of the Lease Payments under Section 10.2. The City hereby agrees
not to enter into or agree to enter into any agreement in settlement of any eminent
domain proceedings without the prior written consent of the Bank thereto.
SECTION 6.2. Application of Net Proceeds. The Net Proceeds of any
insurance award resulting from any damage to or destruction of the Project by fire
or other casualty, and the Net Proceeds of any eminent domain award, shall be
deposited in the Insurance and Condemnation Fund by the Trustee promptly upon
receipt thereof and, if the City determines that the replacement, repair,
restoration, modification or improvement of the Project is not economically
feasible or in the best interest of the City, then such Net Proceeds shall be
promptly transferred by the Trustee to the Lease Payment Fund and applied as
provided in Section 10.2. All Net Proceeds deposited in the Insurance and
Condemnation Fund and not so transferred to the Lease Payment Fund shall be applied
(subject to all applicable requirements of law) to the prompt replacement, repair,
restoration, modification or improvement of the Project by the City, upon receipt
of a requisition acceptable to the Trustee signed by the City Representative and
countersigned by the Bank Representative, stating with respect to each payment to
be made (i ) the requisition number, (ii ) the name and address of the person, firm or
corporation to whom payment is due, (iii) the amount to be paid and (iv) that each
obligation mentioned therein has been properly incurred, is a proper charge against
the Insurance and Condemnation Fund, has not been the basis of any previous
withdrawal , and specifying in reasonable detail the nature of the obligation,
accompanied by a bill or a statement of account for such obligation. Any balance 'of
the Net Proceeds remaining after such work has been completed shall be paid to the
City.
21
ARTICLE VII
DISCLAIMER OF WARRANTIES; ACCESS
SECTION 7.1. Disclaimer of Warranties THE AGENCY MAKES NO WARRANTY OR
REPRESENTATION, EITHER EXPRESS OR IMPLIED, AS TO THE VALUE, DESIGN, CONDITION,
MERCHANTIBILITY OR FITNESS FOR ANY PARTICULAR PURPOSE OR FITNESS FOR THE USE
CONTEMPLATED BY THE CITY OF THE PROJECT OR THE SITE OR ANY ITEM THEREOF, OR ANY
OTHER REPRESENTATION OR WARRANTY WITH RESPECT TO THE PROJECT OR THE SITE OR ANY
ITEM THEREOF. IN NO EVENT SHALL THE AGENCY BE LIABLE FOR INCIDENTAL, INDIRECT,
SPECIAL OR CONSEQUENTIAL DAMAGES, IN CONNECTION WITH OR ARISING OUT OF THIS LEASE
OR THE TRUST AGREEMENT FOR THE EXISTENCE, FURNISHING, FUNCTIONING OR CITY'S USE OF
THE PROJECT OR THE SITE.
SECTION 7.2. Access to the Site and the Project. The City agrees that the
Agency, any Agency Representative and the Agency' s successors or assigns,and the
Bank, any Bank Representative and the Bank' s successors or assigns, shall have the
right at all reasonable times to enter upon and to examine and inspect the Project
and the Site. The City further agrees that the Agency, the Bank, any such
Representative, and the Agency' s and the Bank' s successors or assigns shall have
such rights of access to the Project and the Site as may be reasonably necessary to
cause the proper maintenance of the Project and the Site in the event of failure by
the City to perform its obligations hereunder.
SECTION 7.3 Release and Indemnificiation Covenants. The City shall and
hereby agrees to indemnify and save the Agency harmless from and against all
claims, losses and damages, including legal fees and expenses, arising out of (i)
the use, maintenance, condition or management of, or from any work or thing done on
the Project or the Site by the City, (ii ) any breach or default on the part of the
City in the performance of any of its obligations under this Lease, (iii) any act or
negligence of the City or of any of its agents, contractors, servants, employees or
licensees with respect to the Project or the Site, (iv) any act or negligence of any
assignee or sublessee of the City with respect to the Project or the Site, or (v)
the construction and acquisition of the Project or the authorization of payment of
the Construction Costs by the Agency. No indemnification is made under this
Section or elsewhere in this Lease for willful misconduct, negligence, or breach of
duty under this Lease Agreement by the Agency, its officers, agents, employees,
successors or assigns.
22
ARTICLE VIII
ASSIGNMENT, SUBLEASING AND AMENDMENT
SECTION 8 1. Assignment by the Agency. The Agency' s rights under this
Lease, including the right to receive and enforce payment of the Lease Payments to
be made by the City hereunder have been assigned to the Trustee pursuant to the
Assignment Agreement, to which assignment the City hereby consents.
SECTION 8 2 Assignment and Subleasing by the City. This Lease may not be
assigned by the City. The City and the Agency agree that units within the Project
are intended to be leased or rented for individual tenant use, in accordance with
Section 5. 12 hereof, and nothing in this Lease is intended or shall be construed to
prohibit or restrict such leasing or renting by the City in accordance with Section
5 12 hereof Except for such tenant use, the Project and the Site may be subleased
in whole or in part by the City but only with the written consent of the Agency
Representative and the Bank Representative, and subject to all of the following
conditions-
(i ) This Lease and the obligation of the City to make Lease Payments
hereunder shall remain obligations of the City; and
( ii ) The City shall , within thirty (30) days after the delivery thereof,
furnish or cause to be furnished to the Agency, the Bank and the Trustee a
true and complete copy of such sublease, and
(iii) No such sublease by the City shall cause the Project or the Site to be
used for a purpose other than a governmental or proprietary function
authorized under the provisions of the Constitution and laws of the State;
and
(iv) The City shall furnish the Agency, the Bank and the Trustee with a
written opinion of nationally-recognized bond counsel , with respect to any
such sublease, stating that such sublease shall not cause the interest
components of the Lease Payments to become subject to federal or State
personal income taxes.
SECTION 8 3 Amendment of this Lease.
(a) Amendment for Additional Financing This Lease may be amended by
the parties hereto at any time during the Term of this Lease, with the prior written
consent of the Bank (but only under the circumstances described in Section 5.2(b)
of the Reimbursement Agreement) but without the consent of the Trustee or the
Owners of the Certificates, for the purpose of providing for the acquisition,
construction or improvement of additional improvements to the Project; provided,
however, that (1) no event of default under and as defined in this Lease shall have
occurred and be continuing, (2) an executed copy of any such amendment shall be
filed with the Trustee and the Bank promptly following the execution and delivery
thereof by the parties thereto, and (3) additional certificates of participation
meeting the requirements of Section 2. 13 of the Trust Agreement shall be executed
and delivered evidencing proportionate interests of the owners thereof in such
23
additional Lease Payments, pursuant to an amendment to the Trust Agreement or a new
agreement an executed copy of which shall be filed with the Trustee and the Bank
promptly following the execution and delivery thereof by the parties thereto.
(b) Generally Except as provided in clause (a) of this Section,
without the written consent of the Trustee and (under the circumstances set forth
in Section 5.2(b) of the Reimbursement Agreement) the Bank, the City will not
alter, modify or cancel , or agree or consent to alter, modify or cancel this Lease,
excepting only as such alteration or modification may be permitted by Article X of
the Trust Agreement
24
ARTICLE IX
EVENTS OF DEFAULT AND REMEDIES
SECTION 9 1. Events of Default Defined. The following shall be "events of
default" under this Lease and the terms "events of default" and "default" shall
mean, whenever they are used in this Lease, with respect to the Project, any one or
more of the following events:
(i ) Failure by the City to pay any Lease Payment or other payment
required to be paid hereunder at the time specified herein and the
continuation of such failure for a period of ten (10) days; provided,
however, that no Event of Default shall be deemed to have occurred
under this subsection (i ) unless the Trustee shall first have applied
the amounts in the Lease Payment Reserve Fund to the payment of such
Lease Payment.
(ii ) Failure by the City to observe and perform any covenant,
condition or agreement on its part to be observed or performed, other
than as referred to in clause (i ) of this Section, for a period of
thirty (30) days after written notice specifying such failure and
requesting that it be remedied has been given to the City by the
Agency, the Trustee, the Bank or the Owners of not less than five
percent (5%) in aggregate principal amount of Certificates then
outstanding; provided, however, if the failure stated in the notice can
be corrected but not within the applicable period, the Agency, the
Trustee, the Bank and such Owners shall not unreasonably withhold their
consent to an extension of such time if corrective action is instituted
by the City within the applicable period and diligently pursued until
the default is corrected.
(iii ) The City shall commence a voluntary case under Title 11 of the
United States Code or any substitute or successor statute;
(iv) Any event of default shall have occurred and be continuing under
the Reimbursement Agreement or the Deed of Trust, and written notice of
such event of default shall have been given by the Bank to the Trustee;
or
(v) Failure by any party to the Trust Agreement to observe and perform
any covenant, condition or agreement on its part to be observed or
performed hereunder, for a period of thirty (30) days after written
notice specifying such failure or breach requesting that it be remedied
has been given to the defaulting party by any other party to the Trust
Agreement, unless the non-defaulting parties and the Bank shall agree
in writing to an extension of such time prior to its expiration;
provided, however, that if the failure stated in the notice can be
corrected, but not within the applicable period, the non-defaulting
parties and the Bank will not unreasonably withhold their consent to an
extension of such time if corrective action is instituted by the
defaulting party within the applicable period and diligently pursued
until the default is corrected.
25
SECTION 9 2. Acceleration Whenever any event of default referred to in
subsections (i) , (iii ) or (iv) of Section 9. 1 hereof shall have happened and be
contii 1 ng, the Trustee may (and under certain circumstances shall ) take any one or
more o: the following remedial steps:
(a) If an event of default has occurred as defined under subsection
(iv) of Section 9.1 and is continuing, then and in each and every such case during
the continuance of such event of default, unless the principal components of all of
the Lease Payments shall have already become due and payable, the Trustee may, and
upon the written request of the Bank shall , declare the principal components of all
unpaid Lease Payments, together with any unpaid interest components theretofore
having come due and payable, to be due and payable immediately, and upon any such
declaration the same shall become and shall be immediately due and payable,
anything in this Lease Agreement or in the Trust Agreement to the contrary
notwithstanding.
(b) If an event of default has occurred under subsections (i) or (i i i)
of Section 9 1 and is continuing, the Trustee shall declare the principal
components of all unpaid Lease Payments, together with any unpaid interest
components theretofore having come due and payable, to be due and payable
immediately, and upon any such declaration the same shall become and shall be
immediately due and payable, anything in this Lease Agreement or in the Trust
Agreement to the contrary notwithstanding.
The foregoing provisions, are subject to the condition that if, at any time
after the principal of the Lease Payments shall have been so declared to or have so
become due and payable because of an event of default under subsections (i), (ii),
(iv) or (v) only of Section 9. 1, and before any judgment or decree for the payment
of moneys due shall have been obtained or entered as hereinafter provided, and
before any drawing has been made under the Letter of Credit, there shall have been
deposited with the Trustee a sum sufficient to pay all principal components of the
Lease Payments having come due and payable prior to such declaration and all
interest components and the reasonable expenses of the Trustee, and any and all
other defaults known to the Trustee (other than in the payment of principal and
interest payable solely by reason of such declaration) shall have been made good or
cured to the satisfaction of the Trustee or provision deemed by the Trustee to be
adequate shall have been made therefor, then, and in every such case, the Owners of
at lea-,t a majority in aggregate principal amount of the Certificates then
outstanding, by written notice to the Trustee, the Bank and the City, may on behalf
of the Owners of all the Certificates rescind and annul such declaration and its
consequences and waive such default; but no such rescission and annulment shall
extend to or shall affect any subsequent default, or shall impair or exhaust any
right or power consequent thereon.
SECTION 9.3. Other Remedies. Upon the occurrence of an event of default
hereunder, the Trustee may pursue any available remedy, in addition to the remedies
specified in Section 9.02, at law or in equity to enforce the obligations of the
City under this Lease Agreement.
SECTION 9.4. No Remedy Exclusive. No remedy herein conferred upon or
reserved to the Agency or the Trustee is intended to be exclusive and every such
26
remedy shall be cumulative and shall be in addition to every other remedy given
under this Lease )r now or hereafter existing at law or in equity No delay or
omission to exec ise any right or power accruing upon any default shall impair any
such right or pov,-,r or shall be construed to be a waiver thereof, but any such right
and power may be exercised from time to time and as often as may be deemed
expedient. In order to entitle the Agency to exercise any remedy reserved to it in
this Article 7t shall not be necessary to give any notice, other than such notice as
may be required in this Article or by law.
SECTION 9 5 Agreement to Pay Attorneys' Fees and Expenses. In the event
either party to this Lease should default under any of the provisions hereof and
the nondefaulting party should employ attorneys or incur other expenses for the
collection of moneys or the enforcement or performance or observance of any
obligation or agreement on the part of the defaulting party herein contained, the
defaulting party agrees that it will on demand therefor pay to the nondefaulting
party the reasonable fees of such attorneys and such other expenses so incurred by
the nondefaulting party.
SECTION 9 6. No Additional Waiver Implied by One Waiver. In the event any
agreement contained in this Lease should be breached by either party and thereafter
waived by the other party, such waiver shall be limited to the particular breach so
waived and shall not be deemed to waive any other breach hereunder.
SECTION 9.7. Application of Proceeds. All amounts derived by the Agency or
the Trustee as a result of an event of default hereunder, shall be transferred to
the Trustee promptly upon receipt thereof and shall be deposited by the Trustee in
the Lease Payment Fund to be applied as provided in Section 13.04 of the Trust
Agreement.
SECTION 9.8. Trustee and Certificate Owners to Exercise Rights Such
rights and remedies as are given to the Agency under this Article IX have been
assigned by the Agency to the Trustee under the Assignment Agreement, to which
assignment the City hereby consents. Such rights and remedies shall be exercised
by the Trustee and the Owners of the Certificates as provided herein and in the
Trust Agreement.
SECTION 9.9. Liability Limited to Revenues. Notwithstanding anything in
this Agreement, the City' s liability to pay and prepay the Lease Payments and other
amounts hereunder shall be limited solely to the Revenues as provided in Section
4.5, and no City funds or property other than the Revenues shall be liable to pay or
prepay any Lease Payment or any such other amount in the event of deficiency in the
Revenues for such purpose.
27
ARTICLE X
,EPAYMENT OF LEASE PAYMENTS
SECTION 10. 1. Security Deposit. Notwithstanding any other provision of
this Agreement, the City may on any date secure the payment of Lease Payments by a
deposit with the Trustee of. (i) cash in an amount which, together With amounts on
deposit in the Lease Payment Fund and the Lease Payment Reserve Fund, is sufficient
to pay all unpaid Lease Payments, including the principal and interest components
thereof, in accordance with the Lease Payment schedule set forth in Exhibit A, or
(ii ) Federal Securities together with cash, if required, in such amount as will , in
the opinion of an independent certified public accountant, together with interest
to accrue thereon and, if required, all or a portion of moneys or Federal
Securities then on deposit in the Lease Payment Fund and Lease Payment Reserve
Fund, be fully sufficient to pay all unpaid Lease Payments on their respective
Lease Payment dates On the date of such deposit pursuant to this Section, all
obligations of the City under this Lease Agreement, and all security provided by
this Lease Agreement for said obligations, shall cease and terminate, excepting
only the obligation of the City to make, or cause to be made, Lease Payments from
the deposit made by the City pursuant to this Section, and title to the Project
shall vest in the City on the effective date of said deposit automatically and
without further action by the City or the Agency, provided that title shall be
subject to the subsequent payment of Lease Payments made from said deposit in
accordance with the provisions of this Lease Agreement. Said deposit shall be
deemed to be and shall constitute a special fund for the payment of Lease Payments
in accordance with the provisions of this Lease Agreement.
SECTION 10.2 Mandatory Prepayment From Net Proceeds of Insurance or
Eminent Domain The City shall be obligated to prepay the Lease Payments, in whole
or in part, on any date from and to the extent of any Net Proceeds of insurance
award or condemnation award with respect to such Project and Site theretofore
deposited in the Lease Payment Fund for such purpose pursuant to Article VI hereof.
The City and the Agency hereby agree that such Net Proceeds, shall be credited
towards the City' s obligations under this Section.
28
ARTICLE XI
MISC _LANEOUS
SECTION 11 1 Notices All notices, certificates or other communications
hereunder shall be sufficiently given and shall be effective upon receipt or, in
the case of personal delivery, upon delivery to the address set forth below:
If to the City• City of Huntington Beach
2000 Main Street
Huntington Beach, California 92648
Attention City Administrator
If to the Agency Redevelopment Agency of the
City of Huntington Beach
2000 Main Street
Huntington Beach, California 92648
Attention: Chief Executive Officer
If to the Trustee First Interstate Bank of California
707 Wilshire Boulevard
Los Angeles, California 90017
Attention Corporate Trust
Division W10-2
If to the Bank Golden State Sanwa Bank
9000 East Valley Boulevard
Rosemead, California 91770
Attention• Municipal Services Division
The Agency, the City, the Bank and the Trustee, by notice given hereunder, may
designate different addresses to which subsequent notices, certificates or other
communications will be sent.
SECTION 11.2. Binding Effect. This Lease shall inure to the benefit of and
shall be binding upon the Agency and the City and their respective successors and
assigns.
SECTION 11.3. Severability. In the event any provision of this Lease shall
be held invalid or unenforceable by any court of competent jurisdiction, such
holding shall not invalidate or render unenforceable any other provision hereof.
SECTION 11 4. Net-net-net Lease. This Lease shall be deemed and construed
to be a "net-net-net lease" and the City hereby agrees that the Lease Payments
shall be an absolute net return to the Agency, free and clear of any expenses,
counterclaims, charges or set-offs whatsoever.
SECTION 11.5 Further Assurances and Corrective Instruments. The Agency
and the City agree that they will , from time to time, execute, acknowledge and
deliver, or cause to be executed, acknowledged and delivered, such supplements
hereto and such further instruments as may reasonably be required for correcting
29
any inadequate or incorrect description of the Project hereby leased or intended so
to be or for carrying out the expressed intention _,f this Lease
SECTION 11 .6 Execution in Counterparts. This Lease may be executed in
several counterparts, each of which shall be an original and all of which shall
constitute but one and the same instrument.
SECTION 11 7. Applicable Law. This Lease shall be governed by and
construed in accordance with the laws of the State.
SECTION 11.8. Agency, Bank and City Representatives. Whenever under the
provisions of this Lease the approval of the Agency, the Bank or the City is
required, or the Agency or the City is required to take some action at the request
of the other, such approval or such request shall be given for the Agency by the
Agency Representative, for the Bank by the Bank Representative and for the City by
the City Representative, and any party hereto shall be authorized to rely upon any
such approval or request
SECTION 11.9. Captions. The captions or headings in this Lease are for
convenience only and in no way define, limit or describe the scope or intent of any
provisions or Section of this Lease.
30
IN WITNESS WHEREOF, the Agency has caused this Lease to be executed in its
corporate name by its duly authorized officer and sealed with its corporate seal ;
and the City has caused this Lease to be executed in its name by its duly authorized
officers, as of the date first above written.
REDEVELOPMENT AGENCY OF THE C TY
OF HUIiIINGTON BEACH, as ssor
(SEAL) By
ai a
B
Chief Ex utive Of cer
Approved as to form: Attest:
Vr�11g1e—ncy Counsel Secretary
CITY OF NGTON BEACH, s Les e
By \
M or
lie
By
City Administrator
(SEAL)
Approved as to form: Attest:
Z e"0—�
City Attorney/Agency Attorney City Clerk
31
EXHIBIT A
SCHEDULE OF LEASE PAYMENTS
Interest Principal
Payment Date Component Component Total Lease Payment
Closing Date* $437,000.00
December 1 , 1985 218,500 -0- 218,500
June 1, 1986 218,500 -0- 218,500
December 1 , 1986 218,500 -0- 218,500
June 1, 1987 218,500 -0- 218,500
December 1, 1987 218,500 -0- 218,500
June 1, 1988 218,500 -0- 218,500
December 1, 1988 218,500 -0- 218,500
June 1, 1989 218,500 -0- 218,500
December 1 , 1989 218,500 -0- 218,500
June 1, 1990 218,500 -0- 218,500
December 1, 1990 218,500 -0- 218,500
June 1, 1991 218,500 -0- 218,500
December 1, 1991 218,500 -0- 218,500
June 1, 1992 218,500 -0- 218,500
December 1, 1992 218,500 -0- 218,500
June 1, 1993 218,500 -0- 218,500
December 1, 1993 218,500 -0- 218,500
June 1, 1994 218,500 $4,600,000 $4,818,500.67
* Lease Payment of advance rental to be funded from proceeds of the Certificates
deposited in the Lease Payment Fund pursuant to Section 3. 1.
32
EXHIBIT B
LEGAL DESCRIPTION OF SITE
THAT PORTION OF THE NORTH ONE—HALF OF THE NORTHEAST QUARTER OF
SECTION 35, TC IWN=.HIP 5 'OUTH, RAND,E 11 WEST, IN THE RANI:HCi LAS.
BCIL_AS., AS '=Hi IWN ON A MAP RECORDED IN BOON" 51 , PACE I? OF
M I S-C ELLANEC 11-IS MAPS ,, RECORDS- OF 0RANC,E COUNTY, CALIFORNIA, Air' THAT
PORTION OF BLCIC F' E AND BLOCa A OF TRACT Nl:,. 172 AS. SHOWN ON o+ MAP
RECORDED iRDED IN BOCIK 12, PACES 21 AND 22- OF SAID MISCELLANEOUS, MAF':_�,
AND PCIFT I ON'_ OF BLOCKS C AND D OF TRACT NO. 574 AS SHOWN C iN A MAP
RECORDED IN BO!W 1'�, PAGE 41 OF M I'SC EL LANEQU'_• MAPS, DESCRIBED A; A
WHOLE A: FC ILLI:,W'_•:
BEGINNING AT THE NOFTHWE,.,T CORNER OF LOT NO. i OF =.AID SLCICP E;
THENCE ALONCI THE WEST LINE OF SAID LOT NO. 1 , SOUTH 0 DEGREE_ 44
14" EAST 20. 00 FEET TO THE TRUE POINT OF BEGINNING,, SAID POINT
BEING ON A LINE PARALLEL WITH AND 50. 00 FEET SOUTH, MEAS-URED AT
RIGHT ANC,LE= FROM THE CENTERLINE OF TALBERT AVENUE, AS SAID
CENTERLINE IS SHOWN ON S.A I D MAP OF TRACT NO. 172; THENCE ALONI_ ':.A I EI
PARALLEL LINE, NORTH S'Zl DEGREES 09 ' 30" EAST 90. 44 FEET TO THE
@EC,I NN I NG OF A TANGENT CURVE CONCAVE SuUTHWE STERLY AND HAVING A
F•Arm lit i of FEET; THENCE SOUTHEASTERLY ALONG SAID CURVE,
THRO!IGH A CENTRAL ANGLE OF 88 DEGREES 27 ' 37" . AN ARC DISTANCE
OF FEET TO THE BEGINNING OF A REVERS-E CURVE CONCAVE
NORTHEASTERLY AND HAVING A RAD IU'= OF 240. 00 FEET; THENCE
SOUTHEASTERLY ALONG SAID CURVE, THROUGH A CENTRAL ANGLE OF 30
DEGREE': 10 ' 16" , AN ARC DISTANCE OF 126. 33 FEET TO THE BEGINNING OF
A REVER=.•E CURVE CONCAVE SOUTHWESTERLY AND HAVING A RADIU=. OF 200. 00
FEET; THENCE 'SOUTHERLY ALONG SAID CURVE, THROUGH A CENTRAL ANGLE OF
31 DEGREES. 4,:� 00" , AN ARC DISTANCE OF 111 . 06 FEET TO A POINT ON
THE EAST LINE OF LOT NO. 69 OF SAID BLOCK A; THENCE CONTINUING
ALONG SAID EAST LINE OF LOT 69 AND THE EAST LINE OF LOTS 75, 81 ,
87, 93, =>'� AND 105 OF SAID BLOCK. A, SOUTH 172.94 FEET TO THE
NORTHWEST CORNER OF LOT 112 OF SAID SLOC►' A; THENCE ALONG THE NORTH
LINE OF SAID LOT 1121, NORTH 3''' DEGREES 10 ' 26" EAST 49. 00 FEET TO
THE NORTHEAS-T CORNER OF SAID LOT 1 12; ` THENCE ALONE; THE EAST LINE OF
LOTS 112, 118, 124, 130, 136, 142 AND 148 OF ;AID BLOCK. A, SOUTH Cl
DEGREE. 49 10" EAST 172. 93 FEET TO THE SOUTH LINE OF SAID TRACT
NO.. 172, SAID SOUTH LINE ALSO BEING THE NORTH LINE OF TRACT NO.
S 1'47 AS SHOWN ON A MAP RECORDED IN BOOK 452, PAGES 42 THROUGH 48
INCLUSIVE OF SAID MISCELLANEOUS MAPS; THENCE ALONG SAID NORTH LINE,
SOUTH 8':' DEGREES. 10 ' 50" WEST 245. 00 FEET TO THE WEST LINE OF SAID
TRACT NO. S 1 Q7, SAID WEST LINE ALSO BEING THE EAST LINE OF BLOCK' D
OF TRACT NO. 570 AS SHOWN ON A MAP RECORDED IN BOOT 19, PAGE 41 OF
SAID MISCELLANEOUS MAPS; THENCE ALONG SAID EAST LINE, SOUTH 0
DEGREES 44 ' 1411 EAST 70. 00 FEET TO A POINT BEING NORTH 0 DEGREES
44 ' 14" WE:T 5E`4. `2 FEET FROM THE SC(UTHEA:.T CORNER OF :AID BLCIC: Li;
THENCE S-OUTH 71 EiECREE: 155 46" WEST 81- . =:F• FEET; THENCE NORTH 57
DEGREES, 12 1 " WE=T 146. FEET; THENCE NORTH <:, DEGREE'S 47 �►��"
EA'_.T 112. 00 FEET TCI A LINE PARALLEL WITH AND 150. 00 FEET WEST,
MEA=i JRED AT RIGHT ANC iLE: FROM THE WEST LINE OF 'SAID TRACT NO. 172;
THENCE ALONi; `.AID PARALLEL LINE, NORTH C, DEGREE': 44 14" WE_.T
«5. :►�► FEET TO THE N!+RTH LINE CIF THE SOUTH LINE—HALF OF THE EA':T
ONE—HALF OF THE NCiRTHEA':T Cil TARTER OF THE NORTHWEST VI DARTER OF THE
NORTHEA_•T O TARTER OF SAID 'SECTION 35; THENCE ALONG SAID NORTH LINE,
NORTH S^ DEGREES. 10 ' 10" EAST 1150. 00 FEET TO THE WEST LINE OF SA I D
TRACT NO. 172; THENCE NORTH O DEGREES 44 14" WEST ALONG SAID WE S T
LINE, 27c). 76. FEET TO THE TRUE POINT OF BEGINNING.
33
EXCEFTINI, THEREFROM, LOT: 1 AND ll IN BLOCV A OF :AID TRACT NO.
172.
AL'_,C f EXCEPTING THEREFF OM, ALL OIL, CA:-: , AND OTHER HYDROC ARPON
TANI:E'= , IN, ON QR UNDER '=AIL, LAND, A'. RE=EFt`•'EU AND CRANTEL� I N
LiEE[i il OF RECORD.
34
STATE OF CALIFORNIA )
) ss
COUNTY OF )
On Avnt 1. 19,PY , before me, the undersigned, a Notary Public in and for
said Cou ty and State, personally appeared TAck ke,11/
CA les (V -jXdHpspAj and kjpA,fwoe�l,, personally known' to me -(ar-
to be the Chairman, Chief
Executive Officer and Secretary, respectively, of the Redevelopment Agency of the
City of Huntington Beach, the public body that executed the within instrument, and
known to me to be the persons who executed the within instrument on behalf of said
public body herein named.
WITNESS my hand and official seal
OFFICIAL SEAL Notary Public in and for said C ty
CONNIE A BROCKWAY and State
(S E A LW.,!, NOTARY PUBLIC - CALIFORNIA
PRINCIPAL
AE COUNTY
OFFICE IN
O My commission expires. /jq —/0 —8S
RAN
MY COMMISSION EXPIRES OCT 10 1985
35
STATE OF CALIFORNIA )
) ss.
COUNTY OF )
On 13 /5 p , before me, the undersigned, a Notary Public in and for
said Coun y and State, personally appeared -5A- ck dU ,
�'l�A'ele5 W-Tkom oSON and A';,ct4 /ij. GMAjfwog#) personally known to me (or--p even
to be the Mayor, City Administrator
and City Clerk, respectively, of the City of Huntington Beach, the municipal
corporation that executed the within instrument and known to me to be the persons
who executed the within instrument on behalf of said municipal corporation.
WITNESS my hand and official seal . /J
t"EPwVu iF OFFICIAL SEAL V Notary Public i n and for said CouAy
P � Y Y
CONNIE A BROCKWAY and State
(S E 1f� _r� NOTARY PUBLIC CALIFORNIA
PRINCIPAL OFFICE IN
ORANGE COUNTY My commission expires:
MY COMMISSION EXPIRES OCT 10 1985
36
1851F JHHW:CFA:dfd 1/30/84
6/06/84
6/15/84
AFTER RECORDATION RETURN TO
i
JONES HALL HILL & WHITE,
A PROFESSION LAW CORPORATION
Four Embarcadero Center, Suite 1950
San Francisco, California 94111
Attention. Charles F Adams
ASSIGNMENT AGREEMENT
THIS ASSIGNMENT AGREEMENT, made and entered into as of the 1st day of May,
1984, by and between the REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH (the
"Agency") and FIRST INTERSTATE BANK OF CALIFORNIA, as trustee (the "Trustee");
WITNESSETH:
In the joint and mutual exercise of their powers, in consideration of the
mutual covenants herein contained, and for other valuable consideration, the
parties hereto recite and agree as follows.
Section 1. Recitals.
(a) The Agency and the City of Huntington Beach (the "City") have
entered into an agreement entitled "Lease Agreement" , dated as of May 1, 1984 and
recorded concurrently herewith (the "Lease Agreement") whereby the Agency has
agreed to lease to the City, and the City has agreed to lease from the Agency the
Project and the Site (as said terms are more particularly defined in the Lease
Agreement) in the manner and on the terms set forth in the Lease Agreement, which
terms include, without limitation, the obligation of the City to pay Lease Payments
(as defined in the Lease Agreement) to the Agency in consideration of the City's
use and enjoyment of the Project and the Site under the Lease Agreement.
(b) Under the Lease Agreement, the Agency is required to deposit or
cause to be deposited with the Trustee, as the case may be, certain sums of money to
be credited, held and applied in accordance with the Lease Agreement and with a
Trust Agreement dated as of May 1, 1984 (the "Trust Agreement") among the Agency,
the City and the Trustee.
(c) Upon delivery of the Lease Agreement, the Agency is required to
deposit with the Trustee, in addition to other moneys to be deposited with the
Trustee, moneys for the acquisition, construction and improvement of the Project
and the Site. For the purpose of obtaining such moneys, the Agency is willing to
sell to certain persons (the "Owners") undivided interests in the Lease Payments,
such undivided interests to be evidenced by certificates of participation therein
(the "Certificates") . In order to make such undivided interests marketable on
terms acceptable to the Agency, the Agency is willing to assign and transfer its
This document is solely for the
official business of the City
of Huntington Beach, as contem-
plated under Government Code
Sec. 6103 and should be recorded
free of charge.
rights under the Lease Agreement to the Trustee for the benefit of the Owners of the
Certificates. Concurrently with the delivery of this Agreement, the Trustee, on
behalf of the Agency, is executing, selling and delivering the ,Certificates in an
aggregate face amount of Four Million Six Hundred Thousand Dollars ($4,600,000.00)
to Stone & Youngberg. The proceeds of such sale are anticipated to be sufficient to
permit the Agency to make deposits required under the Lease Agreement and the Trust
Agreement and to Dermit the Agency to pay therewith the cost of acquisition,
construction and improvement of the Project and the Site.
(d) Each of the parties has authority to enter into this Assignment
Agreement and has taken all actions necessary to authorize its officers to execute
it.
Section 2. Assignment.
The Agency hereby transfers, assigns and sets over to the Trustee, for the
benefit of the Owners of the Certificates executed and delivered under the Trust
Agreement, all of the Agency' s rights under the Lease Agreement, as may be amended
from time to time in accordance with the terms thereof, (excepting only the
Agency' s rights under Sections 4.9, 5.10, 7.3 and 9.4 of the Lease Agreement) ,
including without limitation (1) the right to receive and collect all of the Lease
Payments (including prepayments thereof) from the City under the Lease Agreement,
(2) the right to receive and collect any proceeds of any insurance maintained
thereunder, of any condemnation award rendered with respect to the Project or the
Site, or of any lease or sale of the Project and the Site in the event of a default
by the City under the Lease Agreement, and (3) the right to exercise such rights and
remedies conferred on the Agency pursuant to the Lease Agreement as may be
necessary or convenient (i) to enforce payment of the Lease Payments, prepayments
thereof and any other amounts required to be deposited in the Lease Payment Fund or
the Insurance and Condemnation Fund established under the Trust Agreement, or (ii )
otherwise to protect the interests of the Agency in the event of a default by the
City under the Lease Agreement. All rights assigned by the Agency shall be
administered by the assignee thereof according to the provisions of the Trust
Agreement and for the equal and proportionate benefit of the Owners of the
Certificates.
Section 3. Acceptance.
The Trustee hereby accepts the assignments made herein for the purpose of
securing equally and proportionately, the payments due pursuant to the Lease
Agreement and Trust Agreement to, and the rights under the Lease Agreement and
Trust Agreement of, the Owners of the Certificates delivered pursuant to the Trust
Agreement, all subject to the provisions of the Trust Agreement.
Section 4. Conditions.
This Assignment Agreement shall confer no rights or impose no duties upon
the Trustee beyond those expressly provided in the Lease Agreement and Trust
Agreement.
2
IN WITNESS WHEREOF, the parties have executed this Assignment Agreement by
this officers thereunto duly authorized as of the day and year first written above.
REDEVELOPMENT AGENCY OF THE CI
OF HUNTIN CH
By
airm n
(SEAL)
Attest:
2,
Secretary
FIRST INTERSTATE BANK OF CALIFORNIA,
as Trustee
Approved 4s to form: By
V r dent
ency Counsel By
Assistant Secretary
3
f
STATE OF CALIFORNIA )
ss.
COUNTY OF )
On before me, the undersigned, a Notary Public in and for
said Count" and State, personally appeared /�G/� ( and-
j. �c�� Al Gt,c 4wbL* personally known to me (er proved to me n+fie—baste—of--
satiar+nr�, to be the Chairman and Secretary, respectively, of the
Redevelopment Agency of the City of Huntington Beach, the public body that executed
the within instrument, and known to me to be the persons who executed the within
instrument on behalf of said public body herein named.
WITNESS my hand and official seal
Y� OFFICIAL SEAL
CONN;E A . QP,OCKWAY
Notary Public in and for said County
�Z
NOTARY PUPLIC CALIFORNIA and State
PR0 -IP.,L OFFICE IN �j r
A L� ORANGE COUNiY
S IONEXPIRES OCT 101985 My commission expires
j 1 OFFICIAL SEAL
CONNIE A BROCKWAY
NOT,,Ry PUBLIC CALIFORNIA
PRINCIPAL OFFICE IN
MY COMMISSip RANGE COUNTY
N EXPIRES OCT 10 1985
4
a
STATE OF CALIFORNIA )
ss
COUNTY OF Los Angeles )
On June 11, 1984 , before me, the undersigned, a Notary Public in and for
said County and State, personally appeared R. Lug and-
R. A. Baldinn , personally known to me (or proved to me on the basis of
satisfactory evidence) to be a Vice President and an Assistant Secretary,
respectively, of First Interstate Bank of California, the banking corporation that
executed the within instrument and known to me to be the person who executed the
within instrument on behalf of said banking corporation.
WITNESS my hand and official seal .
i((OFF!,,
T���?C-fd--.t�lTafvi
l%r ` � l L S�Yt i._ �����(///�� ♦ l^'�^/V C (rl+i vR/ i �.�-C FA�,(��Aft
)Ina Notary Public in nd for said County
11, and State
try v'-n,ri t 0,, 1, 19ti;
My commission expires: 7/7/87
5
1746F JHHW:CFA:dfd 1/09/84
:dc 1/30/84
2/21/84
3/07/84
3/29/84
3/30/84
4/27/84
4/30/84
5/18/84
6/06/84
6/13/84
6/18/84
TRUST AGREEMENT
Dated as of May 1, 1984
by and among
FIRST INTERSTATE BANK OF CALIFORNIA, as Trustee
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH,
as Lessor
and the
CITY OF HUNTINGTON BEACH, as Lessee
TABLE OF CONTENTS
Page
ARTICLE I
DEFINITIONS
Section 1.01 Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Section 1.02 Authorization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
ARTICLE II
THE CERTIFICATES OF PARTICIPATION
Section 2.01 Authorization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Section 2.02 Date. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Section 2.03 Maturity; Interest Rates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Section 2.04 Form of Certificates; Interest. . . . . . . . . . . . . . . . . . . . . . . 8
Section 2.05 Form. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Section 2.06 Execution; Authentication. . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Section 2.07 Application of Proceeds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Section 2.08 Transfer and Exchange. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Section 2.09 Certificates Mutilated, Lost, Destroyed or Stolen. . . . 9
Section 2. 10 Payment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Section 2. 11 Execution of Documents and Proof of Ownership. . . . . . . . 10
Section 2. 12 Certificate Register. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Section 2. 13 Delivery of Additional Certificates. . . . . . . . . . . . . . . . . . 11
Section 2. 14 Temporary Certificates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
ARTICLE III
CONSTRUCTION FUND
Section 3.01 Construction Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Section 3.02 Disbursements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Section 3.03 Transfers of Unexpended Proceeds. . . . . . . . . . . . . . . . . . . . . 13
ARTICLE IV
REDEMPTION OF CERTIFICATES
Section 4 01 Redemption. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Section 4.02 Selection of Certificates for Redemption. . . . . . . . . . . . . 15
Section 4.03 Notice of Redemption. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Section 4.04 Partial Redemption of Registered Certificate. . . . . . . . . 15
Section 4.05 Effect of Notice of Redemption. . . . . . . . . . . . . . . . . . . . . . . 16
(i)
Page
ARTICLE V
LEASE PAYMENTS; LEASE PAYMENT FUND
Section 5.01 Assignment of Rights in Lease Agreement. . . . . . . . . . . . . . 17
Section 5.02 Establishment of Lease Payment Fund. . . . . . . . . . . . . . . . . 17
Section 5.03 Deposits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Section 5.04 Application of Moneys. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Section 5.05 Transfers of Investment Earnings to
Construction Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Section 5.06 Surplus. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Section 5 07 Letter of Credit Account. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Section 5.08 Letter of Credit Fee. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
ARTICLE VI
RESERVE FUNDS
Section 6.01 Establishment of Reserve Funds. . . . . . . . . . . . . . . . . . . . . . . 19
Section 6.02 Deposits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Section 6.03 Transfers of Excess. . . . . . . . . . . . . . 19
Section 6.04 Application of Moneys in Lease Payment
Reserve Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Section 6.05 Application of Moneys in Interest Reserve Fund. . . . . . . 20
ARTICLE VII
INSURANCE AND CONDEMNATION FUND
INSURANCE, EMINENT DOMAIN
Section 7.01 Establishment and Application of Insurance
and Condemnation Fund; Application of Net
Proceeds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Section 7.02 Cooperation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
ARTICLE VIII
MONEYS IN FUNDS; INVESTMENT
Section 8.01 Held in Trust. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Section 8.02 Investments Authorized. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Section 8.03 Accounting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Section 8.04 Allocation of Earnings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Section 8.05 Valuation and Disposition of Investments. . . . . . . . . . . . . 22
(ii)
Page
Section 8.06 Commingling of Moneys in Funds. . . . . . . . . . . . . . . . . . . . . . . 22
Section 8.07 Arbitrage Covenant. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Section 8.08 Proceedings Against Confirming Bank. . . . . . . . . . . . . . . . . 23
ARTICLE IX
THE TRUSTEE
Section 9.01 Appointment of Trustee. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Section 9.02 Liability of Trustee. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Section 9.03 Merger or Consolidation. . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Section 9.04 Protection and Rights of the Trustee. . . . . . . . . . . . . . . . . 25
ARTICLE X
MODIFICATION OR AMENDMENT OF
AGREEMENTS
Section 10.01 Amendments Permitted. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Section 10.02 Procedure for Amendment with Written Consent
of Certificates Owners . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Section 10.03 Disqualified Certificates. . . . . . . . . . . . . . . . . . . . . . . . . . 28
Section 10 04 Effect of Supplemental Agreement. . . . . . . . . . . . . . . . . . 28
Section 10.05 Endorsement or Replacement of Certificates
Delivered After Amendments. . . . . . . . . . . . . . . . . . . . . . 29
Section 10.06 Amendatory Endorsement of Certificates. . . . . . . . . . . . . . . 29
Section 10.07 Consent of Bank. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
ARTICLE XI
COVENANTS
Section 11.01 Compliance With and Enforcement of Agreements. . . . . . . . 30
Section 11.02 Payment of Taxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Section 11.03 Observance of Laws and Regulations. . . . . . . . . . . . . . . . . . . 30
Section 11.04 Prosecution and Defense of Suits. . . . . . . . . . . . . . . . . . . . . 30
Section 11.05 Recordation and Filing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Section 11 06 Limitation of Liability to Revenues. . . . . . . . . . . . . . . . . 31
Section 11.07 Substitute Letter of Credit. . . . . . . . . . . . . . . . . . . . . . . . . . 31
Section 11.08 Indemnification During Possesion of Site . . . . . . . . . . . . 31 -
Section 11.09 Further Assurances. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
(iii)
Page
ARTICLE XII
LIMITATION OF LIABILITY
Section 12.01 Limited Liability of City. . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Section 12.02 No Liability for Trustee Performance. . . . . . . . . . . . . . . . 32
Section 12.03 Limited Liability of Trustee . . . . . . . . . . . . . . . . . . . . . . 32
Section 12.04 Indemnification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Section 12 05 Opinion of Counsel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Section 12.06 Limitation of Rights to Parties and
Certificate Owners. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
ARTICLE XIII
EVENTS OF DEFAULT AND REMEDIES OF
CERTIFICATES OWNERS
Section 13.01 Assignment of Rights. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Section 13 02 Events of Default Defined. . . . . . . . . . . . . . . . . . . . . . . . . 34
Section 13 03 Acceleration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Section 13.04 Application of Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Section 13 05 Institution of Legal Proceedings. . . . . . . . . . . . . . . . . . . . . 36
Section 13.06 Non-waiver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Section 13.07 Remedies Not Exclusive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Section 13.08 Power of Trustee to Control Proceedings. . . . . . . . . . . . . . 37
Section 13.09 Limitation on Certificate Owners' Right to Sue 37
Section 13. 10 Drawing on Letter of Credit and Confirming
Letter of Credit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Section 13.11 Notification to Moody' s. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
ARTICLE XIV
MISCELLANEOUS
Section 14.01 Defeasance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Section 14 02 Records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Section 14 03 Notices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Section 14.04 Governing Law. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Section 14.05 Binding Effect; Successors. . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Section 14.06 Execution in Counterparts. . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Section 14.07 Destruction of Cancelled Certificates. . . . . . . . . . . . . . . . 41
Section 14.08 Headings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Section 14.09 Limitation of Rights to Parties and Certificate -
Owners. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Section 14. 10 Waiver of Notice. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Section 14. 11 Separability of Invalid Provisions. . . . . . . . . . . . . . . . . . . 42
Exhibit A - Form of Certificate of Participation
(iv)
TRUST AGREEMENT
THIS AGREEMENT, made and entered into as of this 1st day of May, 1984, by and
among FIRST INTERSTATE BANK OF CALIFORNIA, a banking corporation duly organized and
existing under the laws of the State of California (the "Trustee"), the
REDEVELOPMENT AGENCY OF CITY OF HUNTINGTON BEACH, a public body corporate and
politic duly organized and existing under the laws of the State of California (the
"Agency") , and the CITY OF HUNTINGTON BEACH, a municipal corporation duly organized
and existing under the laws of said State (the "City"),
WITNESSETH:
WHEREAS, the City and the Agency have entered into a Lease Agreement dated
as of the date hereof (the "Lease Agreement") , whereby the Agency has agreed to
acquire and construct multifamily rental housing facilities (the "Project") and the
site thereof (the "Site") , and to lease the Project and the Site to the City and the
City has agreed to lease the Project and the Site from the Agency, and
WHEREAS, for the purpose of obtaining the moneys required to be deposited by
it with the Trustee for financing the acquisition and construction of the Project
and the Site, the Agency proposes to assign and transfer certain of its rights
under the Lease Agreement to the Trustee, and in consideration of such assignment
and the execution of this Trust Agreement, the Trustee has agreed to execute and
deliver Certificates of Participation, each evidencing a proportionate interest in
the Lease Payments and Prepayments made by the City under the Lease Agreement, to
provide the moneys required herein to be deposited by the Agency;
NOW, THEREFORE, in consideration of the premises and the mutual covenants
contained herein, the parties hereto hereby agree as follows:
ARTICLE I
DEFINITIONS
Section 1.01. Definitions. Unless the context otherwise requires, the
terms defined in this Section shall , for all purposes of this Trust Agreement, have
the meanings herein specified.
"Agency" means the Redevelopment Agency of the City of Huntington Beach, a
public body corporate and politic organized and existing under and by virtue of the
laws of the State.
"Agency Representative" means the Chief Executive Officer, the Senior
Community Development Specialist or the Chief of Administrative Services of the
Agency, or any other person authorized to act on behalf of the Agency under or with
respect to the Lease Agreement as evidenced by a resolution conferring such
authorization adopted by the Agency.
"Assignment Agreement" means the Assignment Agreement, dated as of May 1,
1984, by and between the Agency and the Trustee, together with any duly authorized
and executed amendments or supplements thereto
"Bank" means Golden State Sanwa Bank, a California banking corporation, its
successors and assigns.
"Bank Representative" means the person or persons at the time designated by
the Bank by written certificate furnished to the Trustee containing the specimen
signatures of such person or persons and signed on behalf of the Bank by a Vice
President thereof. Such certificate may designate an alternate or alternates.
"Certificate of Completion" means, with respect to the Project, a
certificate of an architect, approved by the Agency Representative and the Bank
Representative, stating that the acquisition, construction and improvement of the
Project have been completed substantially in accordance with the plans and
specifications therefor.
"Certificates" means the $4,600,000 aggregate principal amount of
Certificates of Participation (Emerald Cove Senior Citizens Housing Project) to be
executed and delivered pursuant hereto.
"City" means the City of Huntington Beach, a municipal corporation and
chartered city duly organized and existing under the Constitution and laws of the
State.
"City Representative" means the City Administrator, the Senior Community
Development Specialist or the Chief of Administrative Services of the City or a -
person authorized by the City Council to act on behalf of the City under or with
respect to this Agreement as evidenced by a resolution conferring such authority
adopted by the City Council .
2
"Closing Date" means the day when the Certificates, duly executed by the
Trustee, are delivered to the Original Purchaser.
"Completion Date" means the date on which the Agency files the Certificate
of Completion with the Trustee, the Bank and the City.
"Confirming Bank" means The Sanwa Bank, Limited, a Japanese banking
corporation, its successors and assigns.
"Confirming Letter of Credit" means the confirming letter of credit issued
by the Confirming Bank confirming the Letter of Credit, in substantially the form
attached as Exhibit B to the Reimbursement Agreement.
"Construction Costs" means all costs of acquiring the Site and
constructing, improving and equipping the Project thereon, including but not
limited to:
(i ) all costs which the Agency shall be required to pay to any person
under the terms of any agreement for or relating to the acquisition of the Site
(including but not limited to relocation costs) or any portion thereof, and the
construction, improvement or equipping of the Project thereon;
(ii ) obligations of the Agency incurred for labor and materials
(including obligations payable to the Agency for actual out-of-pocket expenses of
the Agency) in connection with the construction, improving or equipping of the
Project, including reimbursement to the Agency for all advances and payments made
in connection with the Project prior to or after delivery of the Certificates;
010 the cost of performance or other bonds and any and all types of
insurance that may be necessary or appropriate to have in effect during the course
of construction of the Project;
(iv) all costs of engineering and architectural services, including
the actual out-of-pocket costs of the Agency for test borings, surveys, estimates,
plans and specifications and preliminary investigations therefor, development
fees, sales commissions, and for supervising construction, as well as for the
performance of all other duties required by or consequent to the proper
acquisition, construction or improvement of the Project, and
(v) any sums required to reimburse the Agency or the City for advances
made by the Agency for any of the above items or for any other costs incurred and
for work done by the Agency which are properly chargeable to the acquisition of the
Site or the construction , improvement or equipping of the Project thereon.
"Construction Fund" means the fund by that name established and held by the
Trustee pursuant to Article III of this Trust Agreement. -
"Deed of Trust" means the Deed of Trust, Assignment of Rents and Security
Agreement dated as of May 1, 1984, executed and delivered by the Agency.
3
"Delivery Costs" means all items of expense directly or indirectly payable
by or reimbursable to the City or the Agency relating to the execution, sale and
delivery of the Lease Agreement or the Certificates, including but not limited to
filing and recording costs, settlement costs, printing costs, reproduction and
binding costs, initial fees and charges of the Trustee, financing discounts, legal
fees and charges, origination fee of the Bank with respect to the Letter of Credit,
initial Letter of Credit fee for the first annual period of the Letter of Credit,
insurance fees and charges, Agency and City travel expenses, California Debt
Advisory reporting fee, fees for preparation of any legal investment and blue sky
memoranda, financial and other professional consultant fees, costs of rating
agencies or credit ratings, fees for execution, transportation and safekeeping of
the Certificates and charges and fees in connection with the foregoing.
"Event of Default" means an event of default under the Lease Agreement, as
defined in Section 9. 1 thereof.
"Federal Securities" means any of the following which at the time of
investment are legal investments under the laws of the State for the moneys
proposed to be invested therein:
(a) direct general obligations of (including obligations issued or
held in book entry form on the books of the Department of the Treasury of the United
States of America) , or obligations the payment of principal of and interest on
which are unconditionally guaranteed by, the United States of America, or
(b) bonds, debentures or notes or other evidence of indebtedness
payable in cash issued by one or a combination of any of the following federal
agencies whose obligations represent the full faith and credit of the United States
of America, Export Import Bank of the United States, Federal Financing Bank,
Farmer' s Home Administration, Public Housing Authority, and Government National
Mortgage Association.
"Fiscal Year" means the twelve-month period beginning July 1 in any year and
ending on June 30 in the following year.
"Independent Counsel" means an attorney duly admitted to the practice of law
before the highest court of the state in which such attorney maintains an office
and who is not an employee of the Agency, the Trustee, the Bank or the City.
"Insurance and Condemnation Fund" means the fund by that name established
and held by the Trustee pursuant to Article VII hereof
"Interest Payment Date" means each of the dates specified in Section 2.04 on
which interest is due and payable with respect to the Certificates.
"Interest Reserve Fund" means the fund by that name established and held by the Trustee pursuant to Article VI hereof.
"Interest Reserve Requirement" means, as of the date of calculation, an
amount equal to one hundred sixty days' interest with respect to the Outstanding
Certificates.
4
"Investment Agreement" means that certain agreement between the Trustee and
the Bank relating to the investment of moneys held by the Trustee hereunder.
"Lease Agreement" means the Lease Agreement, dated as of May 1, 1984, by and
between the City and the Agency, together with any duly authorized and executed
amendments or supplements thereto.
"Lease Payment" means all payments required to be paid by the City on any
date pursuant to Section 4.4 of the Lease Agreement and as set forth in Exhibit A to
the Lease Agreement.
"Lease Payment Fund" means the fund by that name established and held by the
Trustee pursuant to Article V hereof.
"Lease Payment Reserve Fund" means the fund by that name established and
held by the Trustee pursuant to Article VI hereof.
"Lease Payment Reserve Requirement" means, as of any date of calculation,
an amount equal to the sum of (a) the maximum monthly installment of the Lease
Payments thereafter payable by the City under the Lease Agreement, plus (b) the
amount (if any) theretofore transferred by the Trustee from the Construction Fund
to the Lease Payment Reserve Fund pursuant to Section 3.03 hereof.
"Letter of Credit" means (i ) the irrevocable standby letter of credit
issued by the Bank for the account of the City, to be held by the Trustee for the
benefit of the Certificate Owners, in substantially the form attached as Exhibit A
to the Reimbursement Agreement, and (ii) any Substitute Letter of Credit.
"Letter of Credit Account" means the account by that name established and
held by the Trustee as an account within the Lease Payment Fund pursuant to Article
V hereof.
"Letter of Credit Fee Account" means the account by that name established
and held by the Truste pursuant to Section 5 08.
"Letter of Credit Fees" means the annual fee payable by the City to the Bank
pursuant to the Reimbursement Agreement in consideration of the issuance of the
Letter of Credit by the Bank.
''Moody' s" means Moody' s Investors Service, Inc. , its successors and
assigns.
"Net Proceeds" means any insurance proceeds or condemnation award in excess
of $50,000, paid with respect to the Project or the Site, to the extent remaining
after payment therefrom of all expenses incurred in the collection thereof.
"Original Purchaser" means Stone & Youngberg, as original purchaser of the
Certificates.
"Outstanding", when used as of any particular time with respect to
Certificates, means (subject to the provisions of Section 10 03) all Certificates
theretofore executed and delivered by the Trustee under this Agreement except —
5
(1) Certificates theretofore cancelled by the Trustee or surrendered
to the Trustee for cancellation;
(2) Certificates for the payment or redemption of which money or
Federal Securities, or any combination thereof, in the necessary amount shall have
theretofore been deposited with the Trustee (whether upon or prior to the maturity
or redemption date of such Certificates) , provided that, if such Certificates are
to be redeemed prior to maturity, notice of such redemption shall have been given
as provided in Section 4.03 or provision satisfactory to the Trustee shall have
been made for the giving of such notice; and
(3) Certificates in lieu of or in exchange for which other
Certificates shall have been executed and delivered by the Trustee pursuant to
Section 2 09 hereof
"Owner" or "Certificate Owner" or "Owner of a Certificate", or any similar
term, when used with respect to a Certificate means the person in whose name such
Certificate shall be registered.
"Permitted Encumbrances" means, as of any particular time: (i) liens for
general ad valorem taxes and assessments, if any, not then delinquent, or which the
City may, pursuant to provisions of Article V of the Lease Agreement, permit to
remain unpaid; (ii ) the Assignment Agreement, (iii ) the Lease Agreement; (iv) any
right or claim of any mechanic, laborer, materialman , supplier or vendor filed or
perfected in the manner prescribed by law; (v) the Deed of Trust; (vi ) easements,
rights of way, mineral rights, drilling rights and other rights, reservations,
covenants, conditions or restrictions which exist of record as of the Closing Date
and which the City certifies in writing will not materially impair the use of the
Site for the Project; and (vii) easements, rights of way, mineral rights, drilling
rights and other rights, reservations, covenants, conditions or restrictions
established following the date of recordation of the Lease and to which the Agency
and the City consent in writing.
"Permitted Investments" means any of the following which at the time of
investment are legal investments under the laws of the State for the moneys
proposed to be invested therein:
(a) Federal Securities;
(b) certificates of deposit in commercial banks (including the
Trustee) , savings and loan associations or mutual savings banks, which certificates
of deposit are fully secured at all times by Federal Securities;
(c) certificates of deposit, savings accounts, deposit accounts or
depository receipts of any bank (including the Trustee) , savings and loan
association or mutual savings bank, which are fully insured by the Federal Deposit -
Insurance Corporation or the Federal Savings and Loan Insurance Corporation; and
(d) the Investment Agreement.
6
"Prepayment" means any payment applied towards the prepayment of the Lease
Payments, in whole or in part, pursuant to Article X of the Lease Agreement as a
prepayment of the Lease Payments.
"Project" means the multifamily rental housing improvements and all
property, improvements, equipment and facilities, including but not limited to
landscaping, utilities and other public improvements, to be constructed on the Site
from moneys deposited in the Construction Fund.
"Regular Record Date" means the close of business on the fifteenth day of
the month preceding each Interest Payment Date, whether or not such fifteenth day
is a business day
"Reimbursement Agreement" means the Letter of Credit and Reimbursement
Agreement dated as of May 1, 1984, by and between the City and the Bank, together
with any duly authorized and executed amendment thereto.
"Revenues" means the gross amount of (i ) all rents, receipts, payments and
other income and revenue derived by the City with respect to, or otherwise derived
from, the operation of the Project, including all amounts paid to the City as a rent
subsidy by the City, the Agency or any other public agency, (ii ) all amounts
derived with respect to the enforcement of the beneficiary' s rights under the Deed
of Trust, (iii ) all Net Proceeds of insurance or condemnation awards with respect
to the Project, (iv) all amounts derived from the investment of funds held by the
Trustee hereunder, and (v) any other amounts required hereunder or under the Lease
Agreement to be applied to the payment of the Lease Payments.
"Site" means that certain real property located in the City of Huntington
Beach described in Exhibit B attached to the Lease Agreement, on which the Project
is to be situated.
"State" means the State of California.
"Substitute Letter of Credit" means an irrevocable letter of credit which
satisfies the criteria of Section 11.07 hereof to be delivered by the City to the
Trustee to replace the original Letter of Credit.
"Term of the Lease Agreement" means the time during which the Lease
Agreement is in effect, as provided in Section 4.2 of the Lease Agreement.
"Trust Agreement" or "Agreement" means this Trust Agreement, together with
any amendments or supplements hereto permitted to be made hereunder.
"Trustee" means First Interstate Bank of California, or any successor
thereto acting as Trustee pursuant to this Trust Agreement.
Section 1.02. Authorization. Each of the parties hereby represents and
warrants that it has full legal authority and is duly empowered to enter into this
Agreement, and has taken all actions necessary to authorize the execution of this
Agreement by the officers and persons signing it.
7
ARTICLE II
THE CERTIFICATES OF PARTICIPATION
Section 2.01 Authorization. The Trustee is hereby authorized and directed
upon written request from the Agency to prepare, execute and deliver, to the
Original Purchaser, Certificates in an aggregate principal amount of $4,600,000
evidencing proportionate ownership interests in the Lease Payments and the
Prepayments.
Section 2.02. Date. Each Certificate shall be dated as of June 1, 1984, and
interest with respect thereto shall be payable from the Interest Payment Date next
preceding the date of authentication thereof, unless: (i) it is authenticated as of
an Interest Payment Date, in which event interest with respect thereto shall be
payable from the date thereof; or (ii ) it is authenticated after a Regular Record
Date and before the following Interest Payment Date, in which event interest with
respect thereto shall be payable from such Interest Payment Date, or (iii ) it is
authenticated prior to November 15, 1984, in which event interest with respect
thereto shall be payable from June 1, 1984; provided, however, that if, as of the
date of any Certificate, interest is in default with respect to any Outstanding
Certificates, interest with respect to such Certificate shall be payable from the
Interest Payment Date to which interest has previously been paid or made available
for payment with respect to the Outstanding Certificates.
Section 2.03 Maturity; Interest Rates. The Certificates shall mature on
June 1, 1994, and interest with respect thereto shall be computed at the rate of
nine and one-half percent (9-1/2%) per annum.
Section 2.04. Form of Certificates; Interest. The Certificates shall be
delivered in the form of fully registered Certificates without coupons in the
denomination of $5,000 or any integral multiple thereof, except that no fully
registered Certificate may have principal maturing in more than one year.
Interest with respect to the Certificates shall be payable on December 1,
1984, and thereafter semiannually on June 1 and December 1 of each year to and
including the date of maturity or redemption, whi-chever is earlier. Said interest
shall represent the portion of Lease Payments designated as interest and coming due
during the six-month period preceding each Interest Payment Date with respect to
the Certificates. The proportionate share of the portion of Lease Payments
designated as interest with respect to any Certificate shall be computed by
multiplying the portion of Lease Payments designated as principal with respect to
such Certificate by the rate of interest applicable to such Certificate.
Section 2.05. Form. The Certificates and the form of assignment and
certificate of authentication to appear thereon shall be substantially in the
respective forms set forth in Exhibit A attached hereto and by this reference -
incorporated herein.
Section 2.06. Execution; Authentication. The Certificates shall be
executed by and in the name of the Trustee by the manual signature of an authorized
officer of the Trustee. Each Certificate delivered hereunder shall be
8
authenticated by the Trustee, an authorized officer of which shall date and execute
the certificate of authentication on each Certificate in the form set forth in
Exhibit A hereto.
Section 2.07. Application of Proceeds. The proceeds received by the
Trustee from the sale of the Certificates shall forthwith be set aside by the
Trustee in the following respective funds and accounts and in the following order
of priority-
(1) The Trustee shall deposit in the Lease Payment Fund an amount
equal to the Lease Payments of advance rental due and payable on the Closing Date by
the City under the Lease Agreement.
(2) The Trustee shall deposit in the Interest Reserve Fund an amount
equal to the Interest Reserve Requirement.
(3) The Trustee shall deposit in the Lease Payment Reserve Fund an
amount equal to the maximum monthly Lease Payment payable by the City under the
Lease Agreement.
(4) The Trustee shall deposit in the Letter of Credit Fee Account the
amount of $46,000.
(5) The Trustee shall deposit the remainder of said proceeds in the
Construction Fund.
Section 2.08. Transfer and Exchange.
(a) Transfer of Certificates. Any Certificate may, in accordance
with its terms, be transferred upon the books required to be kept pursuant to the
provisions of Section 2.12 by the person in whose name it is registered, in person
or by his duly authorized attorney, upon surrender of such Certificate for
cancellation, accompanied by delivery of a written instrument of transfer in a form
approved by the Trustee, duly executed. Whenever any Certificate or Certificates
shall be surrendered for transfer, the Trustee shall execute, authenticate and
deliver a new Certificate or Certificates, for like aggregate principal amount. No
transfer of Certificates shall be required to be made during the period between a
Regular Record Date and the next succeeding Interest Payment Date.
(b) Exchange of Certificates. Certificates may be exchanged at the
principal corporate trust office of the Trustee in Los Angeles, California, for a
like aggregate principal amount of Certificates of other authorized denominations
of the same maturity. The Trustee may require the payment by the Certificate Owner
requesting such exchange of any tax or other governmental charge required to be
paid with respect to such exchange. No exchange of Certificates shall be required
to be made during the period between a Regular Record Date and the next succeeding -
Interest Payment Date.
Section 2.09. Certificates Mutilated, Lost, Destroyed or Stolen. If any
Certificate shall become mutilated, the Trustee, at the expense of the Owner of
said Certificate, shall execute and deliver a new Certificate of like tenor,
9
maturity and number in exchange and substitution for the Certificate so mutilated,
but only upon surrender to the Trustee of the Certificate so mutilated. Every
mutilated Certificate so surrendered to the Trustee shall be cancelled by it and
redelivered to, or upon the order of, the City. If any Certificate shall be lost,
destroyed or stolen, evidence of such loss, destruction or theft may be submitted
to the Trustee, and, if such evidence is satisfactory to the Trustee and, if an
indemnity satisfactory to the Trustee shall be given, the Trustee, at the expense
of the Certificate Owner, shall execute and deliver a new Certificate of like tenor
and maturity as the Trustee shall determine in lieu of and in substitution for the
Certificate so lost, destroyed or stolen. The Trustee may require payment of an
appropriate fee for each new Certificate delivered under this Section 2.09 and of
the expenses which may be incurred by the Trustee in carrying out the duties under
this Section 2.09. Any Certificate issued under the provisions of this Section
2.09 in lieu of any Certificate alleged to be lost, destroyed or stolen shall be
equally and proportionately entitled to the benefits of this Agreement with all
other Certificates secured by this Agreement The Trustee shall not be required to
treat both the original Certificate and any duplicate Certificate as being
Outstanding for the purpose of determining the principal amount of Certificates
which may be executed and delivered hereunder or for the purpose of determining any
percentage of Certificates Outstanding hereunder, but both the original and
duplicate Certificate shall be treated as one and the same. Notwithstanding any
other provision of this Section 2.09, in lieu of delivering a new Certificate which
has been mutilated, lost, destroyed or stolen, and which has matured, the Trustee
may make payment with respect to such Certificate.
Section 2. 10 Payment. Payment of interest due with respect to any
Certificate or any Interest Payment Date shall be made to the person appearing on
the registration books of the Trustee as the Owner thereof as of the Regular Record
Date immediately preceding such Interest Payment Date, such interest to be paid by
check or draft mailed to such Owner at his address as it appears on such
registration books or at such other address as he may have filed with the Trustee
for that purpose. The principal and redemption price with respect to the
Certificates shall be payable in lawful money of the United States of America upon
surrender at the principal corporate trust office of the Trustee in Los Angeles,
California.
Section 2.11. Execution of Documents and Proof of Ownership. Any request,
direction, consent, revocation of consent, or other instrument in writing required
or permitted by this Agreement to be signed or executed by Certificate Owners may
be in any number of concurrent instruments of similar tenor, and may be signed or
executed by such Owners in person or by their attorneys or agents appointed by an
instrument in writing for that purpose, or by any bank, trust company or other
depository for such Certificates. Proof of the execution of any such instrument,
or of any instrument appointing any such attorney or agent, and of the ownership of
Certificates shall be sufficient for any purpose of this Agreement (except as
otherwise herein provided) , if made in the following manner:
(a) The fact and date of the execution by any Owner or his attorney or
agent of any such instrument and of any instrument appointing any such attorney or
agent, may be proved by a certificate, which need not be acknowledged or verified,
of an officer of any bank or trust company located within the United States of
10
America, or of any notary public, or other officer authorized to take
acknowledgements of deeds to be recorded in such jurisdictions, that the persons
signing such instruments acknowledged before him the execution thereof. Where any
such instrument is executed by an officer of a corporation or association or a
member of a partnership on behalf of such corporation, association or partnership,
such certificate shall also constitute sufficient proof of his authority.
(b) The fact of the ownership of Certificates by any person and the
amount, the maturity and the numbers of such Certificates and the date of his
holding the same shall be proved by the registration books maintained pursuant to
Section 2.12.
Nothing contained in this Article II shall be construed as limiting the
Trustee to such proof, it being intended that the Trustee may accept any other
evidence of the matters herein stated which the Trustee may deem sufficient. Any
request or consent of the Owner of any Certificate shall bind every future Owner of
the same Certificate in respect of anything done or suffered to be done by the
Trustee in pursuance of such request or consent.
Section 2.12 Certificate Register The Trustee will keep or cause to be
kept, at its principal corporate trust office in Los Angeles, California,
sufficient books for the registration and transfer of the Certificates which shall
at all times be open to inspection by the City and the Agency; and, upon
presentation for such purpose, the Trustee shall , under such reasonable regulations
as it may prescribe, register or transfer or cause to be registered or transferred,
on said books, Certificates as hereinbefore provided.
Section 2 13. Delivery of Additional Certificates In addition to the
Certificates herein authorized to be executed and delivered, the parties hereto may
enter into an agreement supplemental hereto for the purpose of authorizing the
execution and delivery of additional Certificates, subject to the prior written
consent by the Bank Representative and subject to the following specific conditions
which are hereby made conditions precedent to the execution and delivery of such
additional Certificates:
(1) The City and the Agency shall have entered into an agreement amendatory
of or supplemental to the Lease Agreement pursuant to and in accordance
with Section 8.3(a) of the Lease Agreement, pursuant to which the City
is obligated to pay additional Lease Payments.
(2) Such additional Certificates shall be payable as to principal and
interest on June 1 and December 1 in each year, in the respective
amounts equal to the principal components of such additional Lease
Payments coming due during the preceding twelve months and to the
interest components of such additional Lease Payments coming due
during the preceding six months. -
(3) Such supplemental agreement shall provide that the proceeds of sale of
such additional Certificates deposited in the Construction Fund shall
be used solely to pay the costs of acquiring, constructing and
improving additions to the Project and the Site
11
Such additional Certificates shall represent undivided proportionate interests of
the Owners thereof in the Lease Payments and additional Lease Payments, without
preference, priority or distinction as to payment or otherwise of any of the
Certificates or such additional Certificates over any of the others by reason of
the number or date thereof or the time of sale, execution and delivery thereof, or
otherwise for any reason or cause whatsoever, except as expressly provided herein
or in such supplemental agreement.
Section 2. 14. Temporary Certificates. The Certificates may be initially
delivered in temporary form exchangeable for definitive Certificates when ready for
delivery The temporary Certificates 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 Trust Agreement as may be
appropriate. Every temporary Certificate shall be executed by the Trustee upon the
same conditions and in substantially the same manner as the definitive
Certificates If the Trustee delivers temporary Certificates it will execute and
furnish definitive Certificates without delay, and thereupon the temporary
Certificates may be surrendered, for cancellation, in exchange therefor at the
principal corporate trust office of the Trustee in Los Angeles, California, and the
Trustee shall deliver in exchange for such temporary Certificates an equal
aggregate principal amount of definitive Certificates of authorized denominations.
Until so exchanged, the temporary Certificates shall be entitled to the same
benefits pursuant to this Trust Agreement as definitive Certificates authenticated
and delivered hereunder.
r
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ARTICLE III
CONSTRUCTION FUND
Section 3 01. Construction Fund. The Trustee shall establish a special
fund designated as the "Construction Fund" ; shall keep such fund separate and apart
from all other funds and moneys held by it; and shall administer such fund as
provided herein and in the Lease Agreement. All moneys at any time deposited in the
Construction Fund shall be held by the Trustee in trust for the purposes specified
herein. There shall be deposited in the Construction Fund the proceeds of sale of
the Certificates required to be deposited therein pursuant to Section 2 07 hereof,
investment earnings on the Lease Payment Fund pursuant to Section 5.05 hereof and
investment earnings on the Interest Reserve Fund and the Lease Payment Reserve Fund
pursuant to Article VI hereof, and any other funds from time to time deposited with
the Trustee for such purpose.
Section 3.02. Disbursements. The moneys in the Construction Fund shall be
disbursed to pay the Construction Costs and the Delivery Costs, upon the written
order of the Agency Representative executed and delivered to the Trustee directing
such disbursements as follows-
(1) In the case of payment of Delivery Costs, the Trustee shall
disburse moneys in the Construction Fund only upon a requisition signed by the
Agency Representative setting forth the amounts to be disbursed for payment or
reimbursement of Delivery Costs and the person or persons to whom said amounts are
to be disbursed, stating that the amounts to be disbursed are for Delivery Costs
properly chargeable to the Construction Fund.
(2) In the case of Construction Costs, the Trustee shall disburse
moneys in the Construction Fund from time to time upon receipt by the Trustee of a
requisition signed by the Agency Representative and accompanied by a written
approval by the Bank Representative, which: (a) states with respect to each
disbursement to be made: (1 ) the requisition number, (ii ) the name and address of
the person, firm or corporation to whom payment is due, (iii) the amount to be
disbursed, (iv) that each obligation mentioned therein has been properly incurred,
and is a proper charge against the Construction Fund and has not been the basis of
any previous disbursement, (v) that no notice of any lien or claim affecting the
right of any person to receive payment of the amount stated in such requisition has
been filed or attached or, if any of the foregoing have been filed or attached, that
the same will be satisfied or discharged or that provisions have been made (which
shall be specified) adequately to protect the Trustee and the Certificate Owners
from incurring any loss as a result of such lien or claim; (b) specifies in
reasonable detail the nature of the obligation, and (c) is accompanied by a bill or
statement of account for each obligation.
The Trustee shall be responsible for the safekeeping and investment of the -
moneys held in the Construction Fund, the payment thereof in accordance with this
Section and the application of amounts paid pursuant to such requisitions.
Section 3.03. Transfers of Unexpended Proceeds. On the earlier of (1) the
filing with the Trustee and the Bank of the Certificate of Completion, or (2) June
13
1, 1987, the Trustee shall retain in the Construction Fund an amount specified in a
wri ten notice, executed by the Agency Representative and filed with the Trustee
an,- the Bank, to be required to pay future Construction Costs, and the Trustee
shall withdraw and transfer to the Lease Payment Reserve Fund the balance of moneys
in the Construction Fund (which moneys shall be deemed to have been held within the-
Construction Fund for reserve purposes at all times from and after the Closing
Date) . Thereafter, all amounts so retained in the Construction Fund but not
subsequently used and the notice of failure of use of which shall be given by the
Agency Representative to the Trustee and the Bank, shall be transferred by the
Trustee into the Lease Payment Reserve Fund.
14
ARTICLE IV
REDEMPTION OF CERTIFICATES
Section 4.01. Redemption The Certificates are subject to redemption on
any date, in whole or in part, from the Net Proceeds of insurance or condemnation of
the Project and the Site, which Net Proceeds are deposited in the Lease Payment
Fund and credited towards the Prepayment made by the City pursuant to Section 10.2
of the Lease Agreement, at a redemption price equal to the principal amount
thereof, together with accrued interest to the date fixed for redemption, without
premium.
Section 4 02. Selection of Certificates for Redemption. Whenever
provision is made in this Agreement for the redemption of Certificates and less
than all Outstanding Certificates are called for redemption, the Trustee shall
select Certificates for redemption in increments of $5,000, from the Outstanding
Certificates not previously called for redemption, such that, as nearly as
practicable, approximately equal scheduled principal and interest payments prevail
with respect to the Certificates in each Fiscal Year following such redemption.
The Trustee shall select Certificates for redemption by lot within a maturity in
any manner which the Trustee shall in its sole discretion deem appropriate and
fair The Trustee shall promptly notify the City and the Agency in writing of the
Certificates so selected for redemption.
Section 4.03 Notice of Redemption. When redemption is authorized or
required pursuant to Section 4 01 hereof, the Trustee shall give notice of the
redemption of the Certificates, at the expense of the City. Such notice shall
specify• (a) that the Certificates or a designated portion thereof are to be
redeemed, (b) the date of redemption, and (c) the place or places where the
redemption will be made. Such notice shall further state that on the specified
date there shall become due and payable upon each Certificate, the principal and
premium, if any, together with interest accrued to said date, and that from and
after such date interest with respect thereto shall cease to accrue and be payable.
Notice of such redemption shall be mailed to the Bank and the Original
Purchaser, or if the Original Purchaser is a syndicate, to the managing member of
such syndicate, and to the respective Owners of Certificates designated for
redemption at their addresses appearing on the Certificate registration books, at
least ten days but not more than thirty days prior to the redemption date, which
notice shall , in addition to setting forth the above information, set forth, in the
case of each Certificate called only in part, the portion of the principal thereof
which is to be redeemed; provided that neither failure to receive such notice by
any Certificate Owner nor any immaterial defect in any notice so mailed to any
Certificate Owner shall affect the sufficiency of the proceedings for the
redemption of the Certificates owned by such Owner.
Section 4.04. Partial Redemption of Certificate Upon surrender of any
Certificate redeemed in part only, the Trustee shall execute, authenticate and
deliver to the registered Owner thereof, at the expense of the City a new
Certificate or Certificates of authorized denominations equal in aggregate
principal amount to the unredeemed portion of the Certificate surrendered and of
the same interest rate and the same maturity.
15
Section 4.05 Effect of Notice of Redemption Notice having been given as
aforesaid, and the moneys for the redemption (including the interest to the
applicable date of redemption) , having been set aside in the Lease Payment Fund,
the Certificates shall become due and payable on said date of redemption, and, upon
presentation and surrender thereof at the office or offices specified in said
notice, said Certificates shall be paid at the unpaid principal amount with respect
thereto, plus interest accrued and unpaid to said data of redemption.
If, on said date of redemption, moneys for the redemption of all the
Certificates to be redeemed, together with interest to said date of redemption,
shall be held by the Trustee so as to be available therefor on such date of
redemption, and, if notice of redemption thereof shall have been given as
aforesaid, then, from and after said date of redemption, interest with respect to
the Certificates shall cease to accrue and become payable. All moneys held by or on
behalf of the Trustee for the redemption of Certificates shall be held in trust for
the account of the Owners of the Certificates so to be redeemed.
All Certificates paid at maturity or redeemed prior to maturity pursuant to
the provisions of this Article shall be cancelled upon surrender thereof and
delivered to or upon the order of the City.
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ARTICLE V
LEASE PAYMENTS, LEASE PAYMENT FUND
Section 5.01. Assignment of Rights in Lease Agreement The Agency has in
the Assignment Agreement transferred, assigned and set over to the Trustee certain
of its rights and duties in the Lease Agreement, including but not limited to all of
the Agency' s rights to receive and collect all of the Lease Payments, the
Prepayments, the Revenues and all other amounts required to be deposited in the
Lease Payment Fund pursuant to the Lease Agreement or pursuant hereto. All Lease
Payments, Prepayments, the Revenues and such other amounts shall be paid directly
to the Trustee, and all of the Lease Payments and Prepayments collected or received
by the Agency shall be deemed to be held and to have been collected or received by
the Agency as the agent of the Trustee, and if received by the Agency at any time
shall be deposited by the Agency with the Trustee within one business day after the
receipt thereof, and all such Lease Payments, Prepayments and such other amounts
shall be forthwith deposited by the Trustee upon the receipt thereof in the Lease
Payment Fund (except as provided in Section 6 04 hereof) .
Section 5.02 Establishment of Lease Payment Fund The Trustee shall
establish a special fund designated as the "Lease Payment Fund" . All moneys at any
time deposited by the Trustee in the Lease Payment Fund shall be held by the Trustee
in trust for the benefit of the City. So long as any Certificates are Outstanding,
neither the City nor the Agency shall have any beneficial right or interest in the
Lease Payment Fund or the moneys deposited therein, except only as provided in this
Agreement, and such moneys shall be used and applied by the Trustee as hereinafter
set forth.
Section 5.03 Deposits. There shall be deposited in the Lease Payment Fund
all Lease Payments, Prepayments and Revenues received by the Trustee (except as
provided in Section 6.04 hereof), including any moneys received by the Trustee for
deposit therein pursuant to Sections 3.4, 4 4, 5.5 or Article VI or X of the Lease
Agreement and any other moneys required to be deposited therein pursuant to the
Lease Agreement or pursuant to this Agreement.
Section 5.04 Application of Moneys. All amounts in the Lease Payment Fund
shall be used and withdrawn by the Trustee solely for the purpose of paying the
principal of and interest and redemption premiums (if any) with respect to the
Certificates as the same shall become due and payable, in accordance with the
provisions of Article II and Article IV.
Section 5.05. Transfers of Investment Earnings to Construction Fund. The
Trustee shall , at least semiannually, transfer any income or profit on the
investment of moneys in the Lease Payment Fund to the Construction Fund before the
earlier of (a) the Completion Date, or (b) June 1, 1987. Thereafter, the Trustee
shall at least semiannually transfer any income or profit on the investment of
moneys in the Lease Payment Fund to the Lease Payment Reserve Fund to the extent
required to maintain therein a balance at least equal to the Lease Payment Reserve
Requirement.
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Section 5 06 Surplus Any surplus remaining in the Lease Payment Fund on
the date which is one hundred forty (140) days after redemption and payment of all
Certificates, including premiums and accrued interest (if any) and payment of any
applicable fees to the Trustee, or on the date which is one hundred forty (140) days
after provision for such redemption or payment having been made pursuant to Section
14.01, shall be withdrawn by the Trustee and applied first to pay to the Bank any
amounts identified, in a written notice of the Bank Representative filed with the
Trustee, to be due and owing to the Bank from the City under the Reimbursement
Agreement, and any remaining balance shall be paid to the City.
Section 5 07. Letter of Credit Account. The Trustee shall establish a
special account within the Lease Payment Fund, to be designated as the "Letter of
Credit Account" . The Trustee shall deposit in the Letter of Credit Account all
amounts drawn on the Letter of Credit pursuant to Article XIII Amounts in the
Letter of Credit Account shall be withdrawn and applied by the Trustee solely for
the purpose of paying the principal with respect to the Certificates due and
payable as a result of acceleration pursuant to Article XIII.
Section 5 08 Letter of Credit Fee Account. Pursuant to the Reimbursement
Agreement, the City is required to pay certain of the Letter of Credit Fees to the
Trustee. The Trustee shall collect each such payment by the City and promptly upon
the collection thereof deposit each such payment in a special fund which is hereby
established with the Trustee and which shall be designated as the "Letter of Credit
Fee Account" . On each date on which the Letter of Credit Fee becomes due and
payable to the Bank pursuant to the Reimbursement Agreement, the Trustee shall
withdraw the amount required to be so paid from the Letter of Credit Fee Account and
pay such amount to the Bank by check or draft of the Trustee mailed to the Bank at
its address set forth in Section 14.03. The amount deposited into the Letter of
Credit Fee Account pursuant to Section 2.07(4) shall be applied by the Trustee to
pay the Letter of Credit fee coming due and payable on June 1, 1985.
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ARTICLE VI
RESERVE FUNDS
Section 6 01. Establishment of Reserve Funds. The Trustee shall establish
a special fund designated as the "Lease Payment Reserve Fund" and a special fund
designated as the "Interest Reserve Fund". All moneys at any time on deposit in the
Lease Payment Reserve Fund and the Interest Reserve Fund shall be held by the
Trustee in trust for the benefit of the City, and applied solely as provided
herein.
Section 6.02 Deposits. There shall be deposited in the Lease Payment
Reserve Fund and the Interest Reserve Fund an amount equal to the Lease Payment
Reserve Requirement and the Interest Reserve Requirement, respectively, in
accordance with Sections 2.07 and 3.03 hereof.
Section 6.03. Transfers of Excess. The Trustee shall , semiannually on or
prior to each November 1 and May 1, beginning November 1, 1984, transfer any moneys
available in the Lease Payment Reserve Fund in excess of the Lease Payment Reserve
Requirement, and any moneys available in the Interest Reserve Fund in excess of the
Interest Reserve Requirement, to the Construction Fund before the earlier of (a)
the Completion Date, or (b) June 1, 1987. Thereafter, the Trustee shall , on or
before November 1 and May 1 of each year, withdraw any moneys then on deposit in the
Lease Payment Reserve Fund in excess of the Lease Payment Reserve Requirement, and
any moneys then on deposit in the Interest Reserve Fund in excess of the Interest
Reserve Requirement, and pay such moneys to the City.
Section 6.04. Application of Moneys in Lease Payment Reserve Fund If for
any reason whatsoever the City shall fail to pay any monthly Lease Payment in full
within ten (10) days following the date on which such Lease Payment becomes due and
payable under the Lease Agreement, the Trustee shall promptly withdraw from the
Lease Payment Reserve Fund and transfer to the Lease Payment Fund the amount
required to make the delinquent Lease Payment or portion thereof on behalf of the
City. Upon receipt of any delinquent Lease Payment with respect to which moneys
have been advanced from the Lease Payment Reserve Fund, such Lease Payment shall be
deposited in the Lease Payment Reserve Fund to the extent of such advance. Any
amounts remaining in the Lease Payment Reserve Fund on the date which is one
hundred forty (140) days following the date of payment or Prepayment in full of the
Lease Payments, or upon provision for such payment as provided in Section 10.01 of
the Lease Agreement, during which 140-day period no event described in subsections
(iii) or (iv) of Section 13.02 shall have occurred, shall be withdrawn by the
Trustee and applied first to pay to the Bank any amounts identified, in a written
notice of the Bank Representative filed with the Trustee, to be due and owing to the
Bank from the City under the Reimbursement Agreement, and any remaining balance
shall be paid to the City. In the event the Trustee shall draw on the Letter of
Credit pursuant to Section 13 10 other than as a result of any Event of Default -
described in subsection (iii) of Section 13.02, amounts in the Lease Payment
Reserve Fund (if any) shall be withdrawn by the Trustee and transferred to the
Lease Payment Fund to be credited towards payment of principal and interest with
respect to the Certificates on the date on which amounts drawn on the Letter of
Credit are applied to the payment of principal with respect to the Certificates.
19
Section 6.05. Application of Moneys in Interest Reserve Fund All moneys
in the Interest Reserve Fund shall be used and withdrawn by the Trustee solely as
follows: (1) any amounts held in the Interest Reserve Fund on the date which is one
hundred forty (140) days following the date of such payment or Prepayment in full
of the Lease Payments, or upon provision for such payment as provided in Section
10.01 of the Lease Agreement, provided that prior to or during the 123-day period
following the date of such payment, Prepayment or provision of payment no event
described in subsection (iii ) of Section 13.02 shall have occurred, shall be
withdrawn by the Trustee and applied first to pay to the Bank any amounts
identified, in a written notice of the Bank Representative filed with the Trustee,
to be due and owing to the Bank from the City under the Reimbursement Agreement, and
any remaining balance shall be paid to the City, or (2) in the event the Trustee
shall draw on the Letter of Credit pursuant to Section 13 10, amounts in the
Interest Reserve Fund shall be withdrawn by the Trustee and applied as follows-
(a) upon the occurrence of an Event of Default described in Section
13.02(iii ) resulting in a draw upon the Letter of Credit pursuant to Section
13 10, the Trustee shall retain in the Interest Reserve Fund an amount (if
any) equal to the aggregate amount of interest paid by the City to the
Trustee less than 123 days prior to the date on which a petition seeking
relief under Title 11 of the United States Code was filed (or a bankruptcy
or similar proceeding was initiated) by the City, but only to the extent
such installments have been paid by the Trustee to Certificate Owners prior
to the date of such draw Such amount shall be retained in the Interest
Reserve Fund pending a determination by a court of competent jurisdiction
whether any amount of interest theretofore paid with respect to the
Certificates is recoverable into the assets of the City In the event of a
final determination of a court of competent jurisdiction that any amount of
such interest payments is so recoverable, the Trustee shall promptly apply
the moneys in the Interest Reserve Fund to pay the City' s trustee in
bankruptcy or the City as debtor-in-possession in exchange for a release of
all further claims against the Trustee and Certificate Owners, and the
Trustee shall pay any remaining balance in the Interest Reserve Fund to the
Bank in an amount identified, in a written notice of the Bank Representative
filed with the Trustee, to be due and owing to the Bank from the City under
the Reimbursement Agreement, and any remaining balance shall be paid to the
City. In the event of a final non-appealable determination by a court of
competent jurisdiction that no such amount is recoverable or in the event of
a termination or dismissal of the proceedings in bankruptcy, the Trustee
shall promptly pay from the Interest Reserve Fund to the Bank any amounts
identified, in a written notice of the Bank Representative filed with the
Trustee, to be due and owing to the Bank from the City under the
Reimbursement Agreement, and any remaining balance shall be paid to the
City, and
(b) In any other case of a draw upon the Letter of Credit, all amounts
in the Interest Reserve Fund shall be transferred to the Lease Payment Fund
and credited in full towards payment of interest with respect to the
Certificates on the date on which amounts drawn on the Letter of Credit are
applied to retire all Outstanding Certificates.
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ARTICLE VII
INSURANCE AND CONDEMNATION FUND;
INSURANCE; EMINENT DOMAIN
Section 7 01. Establishment of Insurance and Condemnation Fund;
Application of Net Proceeds. Any Net Proceeds of insurance against accident to or
destruction of any structure constituting any part of the Project collected by the
City in the event of any such accident or destruction, and all Net Proceeds of
eminent domain proceedings with respect to the Project and the Site, shall be
transferred to the Trustee pursuant to Section 6.2 of the Lease Agreement and
deposited by the Trustee in a special fund designated as the "Insurance and
Condemnation Fund" to be applied and disbursed by the Trustee as provided in
Section 6.2 of the Lease Agreement.
Section 7.02. Cooperation. The Agency and the Trustee shall cooperate
fully with the City at the expense of the City in filing any proof of loss with
respect to any insurance policy maintained pursuant to Article V of the Lease
Agreement and in the prosecution or defense of any prospective or pending
condemnation proceeding with respect to the Project or any part thereof.
0
21
ARTICLE VIII
MONEYS IN FUNDS; INVESTMENT
Section 8 01 Held in Trust. The moneys and investments held by the
Trustee under this Agreement are irrevocably held in trust for the purposes set
forth herein, and for the purposes herein specified, and such moneys, and any
income or interest earned thereon, shall be expended only as provided in this
Agreement, and shall not be subject to levy or attachment or lien by or for the
benefit of any creditor of either the Agency, the Trustee or the City or any Owner
of Certificates, or any of them.
Section 8.02. Investments Authorized. Moneys held by the Trustee in the
Interest Reserve Fund and the Lease Payment Fund, including the Letter of Credit
Account, shall be invested by the Trustee in Federal Securities having a maturity
of not greater than 30 days. Such investments, 7f registrable, shall be registered
in the name of the Trustee for the benefit of the Certificate Owners and held by the
Trustee. The Trustee may purchase or sell to itself or any affiliate, as principal
or agent, investments authorized by this Section Moneys in any of the other funds
and accounts established hereunder shall be invested by the Trustee pursuant to the
Investment Agreement or, to the extent such moneys are not required or permitted to
be invested pursuant to the Investment Agreement at any time, in any other
Permitted Investments selected by the Trustee in its sole discretion. Such
investments and reinvestments shall be made giving full consideration for the time
at which funds are required to be available. The Trustee may act as purchaser or
agent in the making or disposing of any investment.
Section 8.03. Accounting. The Trustee shall furnish to the City and the
Bank, not less than semiannually, an accounting of all investments made by the
Trustee. The Trustee shall not be responsible or liable for any loss suffered in
connection with any investment of funds made by it in accordance with this Article.
Section 8.04. Allocation of Earnings. Any income, profit or loss on such
investments shall be deposited in or charged to the respective funds from which
such investments were made, and any interest on any deposit of funds shall be
deposited in the fund from which such deposit was made, except as otherwise
provided herein.
Section 8.05. Valuation and Disposition of Investments. For the purpose
of determining the amount in any fund, all Permitted Investments credited to such
fund shall be valued at cost (exclusive of accrued interest). The Trustee may sell
at the best price obtainable, or present for redemption, any Permitted Investment
so purchased by the Trustee whenever it shall be necessary in order to provide
moneys to meet any required payment, transfer, withdrawal or disbursement from the
fund to which such Permitted Investment 7s credited, and the Trustee shall not be
liable or responsible for any loss resulting from such investment. -
Section 8.06. Commingling of Moneys in Funds The Trustee may, and upon
the written request of the City Representative shall , commingle any of the funds
held by it pursuant to this Agreement into a separate fund or funds for investment
purposes only, provided, however, that all funds or accounts held by the Trustee
22
hereunder shall be accounted for separately notwithstanding such commingling by the
Trustee.
Section 8.07. Arbitrage Covenant The Trustee, the Agency and the City
hereby covenant with the Owners of the Certificates that they will make no use of
the proceeds of the Certificates which, if such use had been made on the Closing
Date, would have caused the obligations of the City under the Lease Agreement to be
"arbitrage bonds" subject to federal income taxation by reason of Section 103(c) of
the Internal Revenue Code of 1954, as amended.
Section 8.08. Proceedings Against Confirming Bank. In the event that the
Bank shall fail to honor its obligations under and in accordance with the terms of
the Investment Agreement, the Trustee shall forthwith take all actions necessary to
enforce the obligations of the Confirming Bank with respect to the Investment
Agreement.
23
ARTICLE IX
THE TRUSTEE
Section 9.01. Appointment of Trustee. First Interstate Bank of California
in Los Angeles, California, a banking corporation organized and existing under and
by virtue of the laws of the Stat6e of California, is hereby appointed Trustee by the
Agency and the City for the purpose of receiving all moneys required to be
deposited with the Trustee hereunder and to allocate, use and apply the same as
provided in this Agreement. The Agency and the City agree that they will maintain a
Trustee having a principal office in California, with a combined capital and
surplus of at least Fifty Million Dollars ($50,000,000) , and subject to supervision
or examination by Federal or state authority, so long as any Certificates are
Outstanding. If such bank or trust company publishes a report of condition at
least annually pursuant to law or to the requirements of any supervising or
examining authority above referred to then for the purpose of this Section the
combined capital and surplus of such bank or trust company shall be deemed to be its
combined capital and surplus as set forth in its most recent report of condition so
published.
The Trustee is hereby authorized to redeem the Certificates when duly
presented for payment at maturity, or on redemption, or on purchase by the Trustee
prior to maturity, and to cancel all Certificates upon payment thereof. The
Trustee shall keep accurate records of all funds administered by it and of all
Certificates paid and discharged. All of the reasonable fees and expenses incurred
by the Trustee in connection with its services rendered pursuant to the provisions
of this Agreement shall be paid by the City when due.
So long as, the City is not in default hereunder the City may, with the
written consent of the Bank Representative, remove the Trustee initially appointed,
and any successor thereto, and with the written consent of the Bank Representative
may appoint a successor or successors thereto, provided that any such successor
shall be a bank or trust company meeting the requirements in this Section 9.01 set
forth.
The Trustee may at any time resign by giving written notice to the City and
the Bank. Upon receiving such notice of resignation, the City shall with the
written consent of the Bank Representative promptly appoint a successor Trustee.
Any resignation or removal of the Trustee and appointment of a successor Trustee
shall become effective upon acceptance of appointment by the successor Trustee.
Upon such acceptance, the City shall mail or cause to be mailed notice thereof to
the Certificate Owners at their respective addresses set forth on the Certificate
registration books maintained pursuant to Section 2. 12.
The City shall promptly notify Moody' s in writing of any resignation or
removal of the Trustee.
Section 9.02. Liability of Trustee. The recitals of facts, covenants and
agreements herein and in the Certificates contained shall be taken as statements,
covenants and agreements of the Agency and the City, and the Trustee assumes no
liability or responsibility for the correctness of the same, or makes any
24
representations as to the validity or sufficiency of this Agreement or of the
Certificates or shall incur any liability or responsibility in respect thereof,
other than in connection with the duties or obligations herein or in the
Certificates assigned to or imposed upon them, respectively, including but not
limited to the Trustee' s obligations under Section 8.07 hereof.
Section 9.03. Merger or Consolidation. Any company into which the Trustee
may be merged or converted or with which it may be consolidated or any company
resulting from any merger, conversion or consolidation to which it shall be a party
or any company to which the Trustee may sell or transfer all or substantially all of
its corporate trust business, provided that such company shall be eligible under
Section 9 01, shall be the successor to the Trustee without the execution or filing
of any paper or further act, anything herein to the contrary notwithstanding, and
notice thereof shall be given to the Bank.
Section 9 04. Protection and Rights of the Trustee. The Trustee shall be
protected and shall incur no liability in acting or proceeding in good faith upon
any resolution, notice, telegram, request, consent, waiver, certificates,
statement, affidavit, voucher, bond, requisition or other paper or document which
it shall in good faith believe to be genuine and to have been passed or signed by
the proper board or person or to have been prepared and furnished pursuant to any of
the provisions of this Agreement, and the Trustee shall be under no duty to make any
investigation or inquiry as to any statements contained or matters referred to in
any such instrument, but may accept and rely upon the same as conclusive evidence
of the truth and accuracy of such statements. The Trustee shall not be bound to
recognize any person as an Owner of any Certificate or to take any action at his
request unless such Certificate shall be deposited with the Trustee satisfactory
evidence of the ownership of such Certificate shall be furnished to the Trustee.
The Trustee may consult with counsel , who may be Independent Counsel retained by
the City, with regard to legal questions and the opinion of such counsel shall be
full and complete authorization and protection in respect of any action taken or
suffered by it hereunder in good faith in accordance therewith.
Whenever in the administration of its duties under this Agreement, the
Trustee shall deem it necessary or desirable that a matter be proved or established
prior to taking or suffering any action hereunder, such matter (unless other
evidence in respect thereof be herein specifically prescribed) shall be deemed to
be conclusively proved and established by the certificate of the City
Representative or the Agency Representative and such certificate shall be full
warranty to the Trustee for any action taken or suffered under the provisions of
this Agreement upon the faith thereof, but in its discretion the Trustee may, in
lieu thereof, accept other evidence of such matter or may require such additional
evidence as to it may seem reasonable.
The Trustee may become the Owner of the Certificates with the same rights it
would have if it were not Trustee; may acquire and dispose of other bonds or
evidence of indebtedness of the City with the same rights it would have if it were
not the Trustee, and may act as a depositary for and permit any of its officers or
directors to act as a member or, of in any other capacity with respect to, any
committee formed to protect the rights of Owners of Certificates, whether or not
such committee shall represent the Owners of the majority in principal amount of
the Certificates then Outstanding.
25
The recitals, statements and representations by the City and the Agency
contained in this Agreement or in the Certificates shall be taken and construed as
made by and on the part of the City and the Agency, as the case may be, and not by
the Trustee, and the Trustee does not assume, and shall not have, any liability,
responsibility or obligation for the correctness of any thereof.
The Trustee may execute any of the trusts or powers hereof and perform the
duties required of it hereunder by or through attorneys, agents, or receivers, and
shall be entitled to advice of counsel concerning all matters of trust and its duty
hereunder, and the Trustee shall not be answerable for the default or misconduct of
any such attorney, agent, or receiver selected by it with reasonable care The
Trustee shall not be answerable for the exercise of any discretion or power under
this Agreement or for anything whatever in connection with the funds and accounts
established hereunder, except only for its own willful misconduct or gross
negligence.
26
ARTICLE X
MODIFICATION OR AMENDMENT OF AGREEMENTS
Section 10.01. Amendments Permitted. This Agreement and the rights and
obligations of the Owners of the Certificates and the Lease Agreement and the
rights and obligations of the parties thereto, may be modified or amended at any
time by a supplemental agreement which shall become effective when the written
consents of the Bank Representative (but only under the circumstances described in
Section 5.2(b) of the Reimbursement Agreement) and of the Owners of sixty percent
(60%) in aggregate principal amount of the Certificates then Outstanding, exclusive
of Certificates disqualified as provided in Section 10.03, shall have been filed
with the Trustee. No such modification or amendment shall (1) extend or have the
effect of extending the fixed maturity of any Certificate or reducing the interest
rate with respect thereto or extending the time of payment of interest, or reducing
the amount of principal thereof or reducing any premium payable upon the redemption
thereof, without the express consent of the Owner of such Certificate, or (2)
reduce or have the effect of reducing the percentage of Certificates required for
the affirmative vote or written consent to an amendment or modification of the
Lease Agreement, or (3) modify any of the rights or obligations of the Trustee
without its written assent thereto. Any such supplemental agreement shall become
effective as provided in Section 10.02.
This Agreement and the rights and obligations of the Owners of the
Certificates and the Lease Agreement and the rights and obligations of the parties
thereto, may be modified or amended at any time by a supplemental agreement, with
the written consent of the Bank Representative (but only under the circumstances
described in Section 5 2(b) of the Reimbursement Agreement) but without the consent
of any such Owners, but only to the extent permitted by law and only (1) to add to
the covenants and agreements of any party, other covenants to be observed, or to
surrender any right or power herein reserved to the Agency or the City, (2) to cure,
correct or supplement any ambiguous or defective provision contained herein or
therein, (3) in regard to questions arising hereunder or thereunder, as the parties
hereto or thereto may deem necessary or desirable and which shall not adversely
affect the interests of the Owners of the Certificates, or (4) to provide for the
execution and delivery of additional Certificates pursuant to and in accordance
with Section 2. 13. Any such supplemental agreement shall become effective upon
execution and delivery by the parties hereto or thereto as the case may be.
The Trustee shall promptly notify Moody' s in writing of any amendment of the
Lease Agreement or the Trust Agreement.
Section 10.02. Procedure for Amendment with Written Consent of
Certificate Owners. After first obtaining the written consent of the Bank
Representative (but only under the circumstances described in Section 5.2(b) of the
Reimbursement Agreement), this Agreement and the Lease Agreement may be amended by
supplemental agreement as provided in this Section 10.02 in the event the consent
of the Owners of the Certificates is required pursuant to Section 10.01. A copy of
such supplemental agreement, together with a request to the Certificate Owners for
their consent thereto, shall be mailed by the Trustee to each Owner of a
Certificate at his address as set forth on the Certificate registration books
27
maintained pursuant to Section 2. 12, but failure to mail copies of such
supplemental agreement and request shall not affect the validity of the
supplemental agreement when assented to as provided in this Section.
Such supplemental agreement shall not become effective unless there shall be
filed with the Trustee the written consents of the Owners of sixty percent (60%) in
aggregate principal amount of the Certificates then Outstanding (exclusive of
Certificates disqualified as provided in Section 10.03) and a notice shall have
been mailed as hereinafter in this Section provided. Each such consent shall be
effective only if accompanied by proof of ownership of the Certificates for which
such consent is given, which proof shall be such as is permitted by Section 2.11.
Any such consent shall be binding upon the Owner of the Certificate giving such
consent and on any subsequent Owner (whether or not such subsequent Owner has
notice thereof) unless such consent is revoked in writing by the Owner giving such
consent or a subsequent Owner by filing such revocation with the Trustee prior to
the date when the notice hereinafter in this Section provided for has been given.
After the Owners of the required percentage of Certificates shall have filed
their consents to such supplemental agreement, the Trustee shall mail a notice to
the Owners of the Certificates in the manner hereinbefore provided in this Section
for the mailing of such supplemental agreement of the notice of adoption thereof,
stating in substance that such supplemental agreement has been consented to by the
Owners of the required percentage of Certificates and will be effective as provided
in this Section (but failure to mail copies of said notice shall not affect the
validity of such supplemental agreement or consents thereto) . A record, consisting
of the papers required by this Section to be filed with the Trustee, shall be proof
of the matters therein stated until the contrary is proved. Such supplemental
agreement shall become effective upon the mailing of such last-mentioned notice,
and such supplemental agreement shall be deemed conclusively binding upon the
parties hereto and the Owners of all Certificates at the expiration of sixty (60)
days after such filing, except in the event of a final decree of a court of
competent jurisdiction setting aside such consent in a legal action or equitable
proceeding for such purpose commenced within such sixty (60) day period.
Section 10.03. Disqualified Certificates. Certificates owned or held by or
for the account of the City or by any person directly or indirectly controlled or
controlled by, or under direct or indirect common control with the City (except any
Certificates held in any pension or retirement fund) shall not be deemed
Outstanding for the purpose of any vote, consent, waiver or other action or any
calculation of Outstanding Certificates provided for in this Agreement, and shall
not be entitled to vote upon, consent to, or take any other action provided for in
this Agreement.
Section 10.04. Effect of Supplemental Agreement. From and after the time
any supplemental agreement becomes effective pursuant to this Article X, this
Agreement or the Lease Agreement, as the case may be, shall be deemed to be modified
and amended in accordance therewith, the respective rights, duties and obligations
of the parties hereto or thereto and all Owners of Certificates Outstanding, as the
case may be, shall thereafter be determined, exercised and enforced hereunder
subject in all respects to such modification and amendment, and all the terms and
conditions of any supplemental agreement shall be deemed to be part of the terms
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and conditions of this Agreement or the Lease Agreement, as the case may be, for any
and all purposes.
The City may adopt appropriate regulations to require each Certificate
Owner, before his consent provided for in this Article X shall be deemed effective,
to reveal if the Certificates as to which such consent is given are disqualified as
provided in Section 10.03.
Section 10.05. Endorsement or Replacement of Certificates Delivered
After Amendments. The Trustee may determine that Certificates delivered after the
effective date of any action taken as provided in this Article X shall bear a
notation, by endorsement or otherwise, in form approved by the Trustee, as to such
action. In that case, upon demand of the Owner of any Certificate Outstanding at
such effective date and presentation of his Certificate for the purpose at the
office of the Trustee, a suitable notation shall be made on such Certificate. The
Trustee may determine that new Certificates, so modified as in the opinion of the
Trustee is necessary to conform to such Certificate Owners' action, shall be
prepared, executed and delivered. In that case, upon demand of the Owner of any
Certificate then Outstanding, such new Certificate shall be exchanged in the
principal corporate trust office of the Trustee, without cost to such Owner, for a
Certificate of the same character then Outstanding, upon surrender of such
Certificate.
Section 10.06. Amendatory Endorsement of Certificates. The provisions of
this Article X shall not prevent any Certificate Owner from accepting any amendment
as to the particular Certificates held by him, provided that due notification
thereof is made on such Certificates.
Section 10 07. Consent of Bank Anything herein to the contrary
notwithstanding, a supplemental agreement under this Article shall not become
effective unless and until the Bank shall have consented to the execution and
delivery of such supplemental agreement in writing, but only under the
circumstances described in Section 5.2(b) of the Reimbursement Agreement.
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ARTICLE XI
COVENANTS
Section 11.01. Compliance With and Enforcement of Agreements. The City
covenants and agrees with the Owners of the Certificates to perform all obligations
and duties imposed on it under the Lease Agreement and the Reimbursement Agreement.
The Agency covenants and agrees with the Owners of the Certificates to perform all
obligations and duties imposed on it under the Lease Agreement.
The City will not do or permit anything to be done, or omit or refrain from
doing anything, in any case where any such act done or permitted to be done, or any
such omission of or refraining from action, would or might be a ground for
cancellation or termination of the Lease Agreement by the Agency thereunder. The
Agency and the City, immediately upon receiving or giving any notice, communication
or other document in any way relating to or affecting their respective estates, or
either of them, in the Site, which may or can in any manner affect such estate of
the City, will deliver the same, or a copy thereof, to the Trustee.
Section 11.02. Payment of Taxes. The City will pay or cause to be paid all
taxes, assessments and other governmental charges, if any, that may be levied,
assessed or charged upon the Project or the Site or any part thereof, promptly as
and when the same shall become due and payable; and the City will , upon request of
the Trustee, from time to time keep the Trustee advised of such payments, and
deliver such evidence thereof, as the Trustee may reasonably require. The City
will not suffer the Project or the Site, or any part thereof to be sold for any
taxes, assessments or other charges whatsoever, or to be forfeited therefor.
Section 11.03. Observance of Laws and Regulations. The City and the
Agency will well and truly keep, observe and perform all valid and lawful
obligations or regulations now or hereafter imposed on them by contract, or
prescribed by any law of the United States, or of the State, or by any officer,
board or commission having jurisdiction or control , as a condition of the continued
enjoyment of any and every right, privilege or franchise now owned or hereafter
acquired by the City, including its right to exist and carry on business as a
municipal corporation, to the end that such rights, privileges and franchises shall
be maintained and preserved, and shall not become abandoned, forfeited or in any
manner impaired.
Section 11.04. Prosecution and Defense of Suits. The City and the Agency
shall promptly, upon request of the Trustee, from time to time take such action as
may be necessary or proper to remedy or cure any defect in or cloud upon the title
-co the Project and the Site, whether now existing or hereafter developing and shall
prosecute all such suits, actions and other proceedings as may be appropriate for
such purpose and shall indemnify and save the Trustee and every Certificate Owner
harmless from all loss, cost, damage and expense, including attorneys' fees, which they or any of them may incur by reason of any such defect, cloud, suit, action or
proceeding.
Section 11.05. Recordation and Filing. The City shall record and file the
Lease Agreement and all such documents as may be required by law (together with
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whatever else may be necessary or be reasonably required by the Trustee) , all in
such manner, at such times and in such places as may be required by law in order
fully to preserve, protect and perfect the security of the Trustee and the
Certificate Owners.
Section 11.06. Limitation of Liability to Revenues. Notwithstanding
anything herein or in the Lease Agreement or the Deed of Trust to the contrary, the
pecuniary obligations and liabilities of the City and the Agency under this
Agreement, the Lease Agreement and the Deed of Trust shall be payable solely from
and limited to the Revenues and other funds and property subject to the Deed of
Trust, and under no circumstances shall any other funds or property of the City or
the Agency be liable to make any of the payments required to be made under this
Agreement, the Lease Agreement or the Deed of Trust.
Section 11.07. Substitute Letter of Credit. The City may at any time
deliver to the Trustee, in substitution for the original Letter of Credit, an
irrevocable Substitute Letter of Credit issued by a bank (the "Substitute Bank")
substantially identical in form and substance to the original Letter of Credit and
reasonably acceptable to the Trustee. Prior to or contemporaneously with the
issuance of the Substitute Letter of Credit:
(1) The Trustee shall receive an opinion of Independent Counsel in
form and substance satisfactory to the Trustee to the effect that (A) the
Substitute Letter of Credit is the valid and binding obligation of the
Substitute Bank, enforceable against the Substitute Bank in accordance with
its terms except insofar as its enforceability may be limited by any
insolvency or similar proceedings applicable to the Substitute Bank or by
proceedings affecting generally the rights of the Substitute Bank' s
creditors, and that (B) payments with respect to the Certificates from the
proceeds of a drawing on the Substitute Letter of Credit will not constitute
voidable preferences under the Federal Bankruptcy Code or under other
applicable laws and regulations in the event of a bankruptcy or insolvency
of any entity other than the Substitute Bank;
(2) The Substitute Bank shall agree in writing to be bound by the same
terms and provisions as the Bank under the Reimbursement Agreement; and
(3) The Trustee shall receive written confirmation from Moody' s that
the Substitute Letter of Credit will not result in any reduction or
withdrawal of the current rating on the Certificates.
Upon the receipt of any Substitute Letter of Credit conforming to the requirements
of this Section 11.07, the Trustee shall promptly return the original Letter of
Credit to the Bank.
Section 11.08. Indemnification During Possession of Site. The Agency -
hereby indemnifies and holds harmless the Trustee and the Bank from and against all
claim, suits, actions, losses and damages arising out of or in connection with the
possession by the Agency of any portion of the Site to which the Agency does not
have title until such time as the Agency secures title thereto.
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Section 11.09. Further Assurances. The Agency and the City will make,
execute and deliver any and all such further resolutions, instruments and
assurances as may be reasonably necessary or proper to carry out the intention or
to facilitate the performance of this Agreement, and for the better assuring and
confirming unto the Owners of the Certificates the rights and benefits provided
herein. A copy of any instrument delivered under this Section shall be filed
promptly with the Bank Representative.
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ARTICLE XII
LIMITATION OF LIABILITY
Section 12.01. Limited Liability of City Except for the payment of Lease
Payments and Prepayments when due in accordance with the Lease Agreement and the
performance of the other covenants and agreements of the City contained in said
Agreement, the City shall have no obligation or liability to any of the other
parties hereto or to the Owners of the Certificates with respect to this Agreement
or the terms, execution, delivery or transfer of the Certificates, or the
distribution of Lease Payments to the Owners by the Trustee.
Section 12.02. No Liability for Trustee Performance. Neither the City nor
the Agency shall have any obligation or liability to any of the other parties
hereto or to the Owners of the Certificates with respect to the performance by the
Trustee of any duty imposed upon it under this Agreement.
Section 12.03. Limited Liability of Trustee. The Trustee shall have no
obligation or responsibility (a) for providing information to the Owners concerning
the investment character of the Certificates, (b) for the sufficiency or collection
of any Lease Payments or other moneys required to be paid to it under the Lease
Agreement, or (c) for the actions or representations of any other party to this
Agreement. The Trustee shall have no obligation or liability to any of the other
parties hereto or the Owners of the Certificates with respect to the failure or
refusal of any other party to perform any covenant or agreement made by any of them
under this Agreement or the Lease Agreement, but shall be responsible solely for
the business—like performance of the duties expressly imposed upon it hereunder.
The recitals of facts, covenants and agreements herein and in the Certificates
contained shall be taken as statements, covenants and agreements of the City or the
Agency (as the case may be) , and the Trustee assumes no responsibility for the
correctness of the same, or makes any representations as to the validity or
sufficiency of this Agreement or of the Certificates, or shall incur any
responsibility in respect thereof, other than in connection with the duties or
obligations herein or in the Certificates assigned to or imposed upon it. The
Trustee shall not be liable in connection with the performance of its duties
hereunder, except for its own negligence or willful misconduct.
Section 12.04. Indemnification. The Agency and the City agree to indemnify
and save the Trustee harmless from and against all claims, suits and actions
brought against it, or to which it is made a party, and from all liability, losses
and damages suffered by it as a result thereof, where and to the extent such claim,
suit or action arises out of the actions of any other party to this Agreement
including but not limited to the ownership, operation or use of the Project by the
City. Such indemnification shall not extend to claims, suits and actions brought
against the Trustee for failure to perform and carry out the duties specifically
imposed upon and to be performed by it pursuant to this Agreement. In the event the -
Agency or the City is required to indemnify the Trustee as herein provided, the
Agency or the City shall be subrogated to the rights of the Trustee to recover such
losses or damages from any other person or entity.
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Section 12.05. Opinion of Counsel . Before being required to take any
action, the Trustee may require an opinion of Independent Counsel acceptable to the
Trustee, which opinion shall be delivered to the other parties hereto and the Bank
Representative, which counsel may be counsel to any of the parties hereto, or a
verified certificate of any party hereto, or both, concerning the proposed action.
If it does so in good faith, Trustee shall be absolutely protected in relying
thereon.
Section 12.06. Limitation of Rights to Parties and Certificate
Owners Nothing in this Agreement or in the Certificates expressed or implied is
intended or shall be construed to give any person other than the City, the Agency,
the Trustee and the Owners of the Certificates, any legal or equitable right,
remedy or claim under or in respect of this Agreement or any covenant, condition or
provision hereof; and all such covenants, conditions and provisions are and shall
be for the sole and exclusive benefit of the City, the Agency, the Trustee and said
Owners.
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ARTICLE XIII
EVENTS OF DEFAULT AND REMEDIES
OF CERTIFICATE OWNERS
Section 13.01 Assignment of Rights. Pursuant to the Assignment Agreement
the Agency has transferred, assigned and set over to the Trustee all of the
Agency' s rights and duties in and to the Lease Agreement (excepting on the Agency' s
rights under Sections 5 8, 7.3 and 9.4 thereof), including without limitation all
of the Agency' s rights to exercise such rights and remedies conferred on the Agency
pursuant to the Lease Agreement as may be necessary or convenient (i ) to enforce
payment of the Lease Payments, Prepayments and any other amounts required to be
deposited in the Lease Payment Fund or the Insurance and Condemnation Award Fund,
and (ii ) otherwise to exercise the Agency' s rights and take any action to protect
the interests of the Trustee or the Certificate Owners in an Event of Default.
Section 13.02 Events of Default Defined The following events constitute
"events of default" hereunder and under the Lease Agreement:
(i) Failure by the City to pay any Lease Payment or other payment
required to be paid under the Lease Agreement at the time specified
therein, and the continuation of such failure for a period of ten (10)
days; provided, however, that no Event of Default shall be deemed to
have occurred under this subsection (i) unless the Trustee shall first
have applied the amounts in the Lease Payment Reserve Fund to the
payment of such Lease Payment.
(ii) Failure by the City to observe and perform any covenant,
condition or agreement on its part to be observed or performed under
the Lease Agreement, other than as referred to in clause (i) of this
Section, for a period of thirty (30) days after written notice
specifying such failure and requesting that it be remedied has been
given to the City by the Agency, the Trustee, or the Owners of not less
than five percent (5%) in aggregate principal amount of Certificates
then outstanding; provided, however, if the failure stated in the
notice can be corrected but not within the applicable period, the
Agency, the Trustee and such Owners shall not unreasonably withhold
their consent to an extension of such time if corrective action is
instituted by the City within the applicable period and diligently
pursued until the default is corrected.
(iii ) The City or the Agency shall commence a voluntary case under
Title 11 of the United States Code or any substitute or successor
statute.
(iv) Any event of default shall have occurred and be continuing under
the Reimbursement Agreement or the Deed of Trust, and written notice of
such event of default shall have been given by the Bank to the Trustee.
(v) Failure by any party to this Agreement to observe and perform any
covenant, condition or agreement on its part to be observed or
35
performed hereunder, for a period of thirty (30) days after written
notice specifying such failure or breach and requesting that it be
remedied has been given to the defaulting party by any other party
hereto, unless the non-defaulting parties and the Bank shall agree in
writing to an extension of such time prior to its expiration; provided,
however, that if the failure stated in the notice can be corrected but
not within the applicable period, the non-defaulting parties and the
Bank will not unreasonably withhold their consent to an extension of
such time if corrective action is instituted by the defaulting party
within the applicable period and diligently pursued until the default
is corrected.
Section 13.03. Acceleration. Whenever any Event of Default referred to in
subsections (i) , (iii) or (iv) of Section 13 02 shall have happened and be
continuing, the Trustee may (and under certain circumstances shall) take any one or
more of the following remedial steps:
(a) If an Event of Default has occurred as defined under subsection
(iv) of Section 13.02 and is continuing, then and in each and every such case during
the continuance of such event of default, unless the principal components of all of
the Lease Payments shall have already become due and payable, the Trustee may, and
upon the written request of the Bank shall , declare the principal components of all
unpaid Lease Payments, together with any unpaid interest components theretofore
having come due and payable, to be due and payable immediately, and upon any such
declaration the same shall become and shall be immediately due and payable,
anything in this Trust Agreement or in the Lease Agreement to the contrary
notwithstanding.
(b) If an Event of Default has occurred under subsections (i) or (iii)
of Section 13.02 and is continuing, the Trustee shall declare the principal
components of all unpaid Lease Payments, together with any unpaid interest
components theretofore having come due and payable, to be due and payable
immediately, and upon any such declaration the same shall become and shall be
immediately due and payable, anything in this Trust Agreement or in the Lease
Agreement to the contrary notwithstanding.
Immediately upon becoming aware of the occurrence of an Event of Default,
the Trustee shall give notice of such Event of Default to the City and the Bank by
telephone confirmed in writing. Such notice shall also state whether the principal
components of the Lease Payments shall have been declared to be or have immediately
become due and payable. The Trustee shall also give such notice to the Owners of
the Certificates in the same manner as provided herein for notices of redemption of
the Certificates, which shall include the statement that interest on the
Certificates shall cease to accrue from and after the date specified in such
notice.
The foregoing provisions, are subject to the condition that if, at any time
after the principal of the Lease Payments shall have been so declared to or have so
become due and payable because of an Event of Default under subsections (i) , (ii ),
(iv) or (v) only of Section 13.02, and before any judgment or decree for the payment
of moneys due shall have been obtained or entered as hereinafter provided, and
36
before any drawing has been made under the Letter of Credit, there shall have been
deposited with the Trustee a sum sufficient to pay all principal components of the
Lease Payments having come due and payable prior to such declaration and all
interest components and the reasonable expenses of the Trustee, and any and all
other defaults known to the Trustee (other than in the payment of principal and
interest payable solely by reason of such declaration) shall have been made good or
cured to the satisfaction of the Trustee or provision deemed by the Trustee to be
adequate shall have been made therefor, then, and in every such case, the Owners of
at least a majority in aggregate principal amount of the Certificates then
outstanding, by written notice to the Trustee and the City, may on behalf of the
Owners of all the Certificates rescind and annul such declaration and its
consequences and waive such default, but no such rescission and annulment shall
extend to or shall affect any subsequent default, or shall impair or exhaust any
right or power consequent thereon.
Section 13 04 Application of Funds. The Trustee shall (a) deposit in the
Lease Payment Fund all moneys received by the Trustee pursuant to any right given
or action taken under the provisions of this Article XIII or Article IX of the Lease
Agreement, other than pursuant to Section 13. 10, remaining after payment of the
costs and expenses of the Trustee and of the Certificate Owners resulting in the
collection of such moneys, and (b) deposit in the Letter of Credit Account all
moneys derived by the Trustee pursuant to the Letter of Credit, except to the
extent held in escrow pursuant to Section 13. 10. All moneys so deposited in the
Lease Payment Fund and the Letter of Credit Account shall be applied by the Trustee
in the order following upon presentation of the Certificates, and the stamping
thereon of the payment if only partially paid, or upon the surrender thereof if
fully paid to the payment of the whole amount then owing and unpaid with respect to
the Certificates for principal and interest, and in case such moneys shall be
insufficient to pay in full the whole amount so owing and unpaid with respect to the
Certificates, then to the payment of such principal and interest without preference
or priority of principal over interest, or of interest over principal , or of any
installment of interest over any other installment of interest, ratably to the
aggregate of such principal and interest.
Section 13 05 Institution of Legal Proceedings. If one or more Events of
Default shall happen and be continuing, the Trustee in its discretion may, and upon
the written request of the Owners of a majority in principal amount of the
Certificates then Outstanding, and upon being indemnified to its satisfaction
therefor, shall , proceed to protect or enforce its rights or the rights of the
Owners of Certificates by a suit in equity or action at law, either for the specific
performance of any covenant or agreement contained herein, or in aid of the
execution of any power herein granted, or by mandamus or other appropriate
proceeding for the enforcement of any other legal or equitable remedy as the
Trustee shall deem most effectual in support of any of its rights or duties
hereunder. The Trustee shall forthwith notify the Bank Representative in writing
of the nature of any action taken or proposed to be taken under this Section. -
Section 13.06. Non-waiver. Nothing in this Article XIII or in any other
provision of this Agreement or in the Certificates, shall affect or impair the
obligation of the City, which is absolute and unconditional , to pay or prepay the
Lease Payments as provided in the Lease Agreement, or affect or impair the right of
37
action, which is also absolute and unconditional , of the Certificate Owners to
institute suit to enforce such payment. No delay or omission of the Trustee or of
any Owner of any of the Certificates to exercise any right or power arising upon the
happening of any Event of Default shall impair any such right or power or shall be
construed to be a waiver of any such Event of Default or an acquiescence therein,
and every power and remedy given by this Article XII I to the Trustee or to the
Owners of Certificates may be exercised from time to time and as often as shall be
deemed expedient by the Trustee or the Certificate Owners.
Section 13 07. Remedies Not Exclusive. No remedy herein conferred upon or
reserved to the Trustee or to the Certificate Owners is intended to be exclusive of
any other remedy, and every such remedy shall be cumulative and shall be in
addition to every other remedy given hereunder or now or hereafter existing, at law
or in equity or by statute or otherwise.
Section 13.08. Power of Trustee to Control Proceedings. In the event that
the Trustee, upon the happening of an Event of Default, shall have taken any
action, by judicial proceedings or otherwise, pursuant to its duties hereunder,
whether upon its own discretion or upon the request of the Owners of a majority in
principal amount of the Certificates then Outstanding, it shall have full power, in
the exercise of its discretion for the best interests of the Owners of the
Certificates, with respect to the continuance, discontinuance, withdrawal ,
compromise, settlement or other disposal of such action; provided, however, that
the Trustee shall not, unless there no longer continues an Event of Default
hereunder, discontinue, withdraw, compromise or settle, or otherwise dispose of any
litigation pending at law or in equity, if at the time there has been filed with it
a written request signed by the Owners of at least a majority in principal amount of
the Certificates Outstanding hereunder opposing such discontinuance, withdrawal ,
compromise, settlement or other disposal of such litigation.
Section 13.09. Limitation on Certificate Owners' Right to Sue No Owner
of any Certificate issued hereunder shall have the right to institute any suit,
action or proceeding at law or in equity, for any remedy under or upon this
Agreement, unless (a) such Owner shall have previously given to the Trustee written
notice of the occurrence of an Event of Default hereunder; (b) the Owners of at
least a majority in aggregate principal amount of all the Certificates then
Outstanding shall have made written request upon the Trustee to exercise the powers
hereinbefore granted or to institute such action, suit or proceeding in its own
name; (c) said Owners shall have tendered to the Trustee reasonable indemnity
against the costs, expenses and liabilities to be incurred in compliance with such
request; and (d) the Trustee shall have refused or omitted to comply with such
request for a period of sixty (60) days after such written request shall have been
received by, and said tender of indemnity shall have been made to, the Trustee.
Such notification, request, tender of indemnity and refusal or omission are
hereby declared, in every case, to be conditions precedent to the exercise by any
Owner of Certificates of any remedy hereunder; it being understood and intended
that no one or more Owners of Certificates shall have any right in any manner
whatever by his or their action to enforce any right under this Agreement, except
in the manner herein provided, and that all proceedings at law or in equity with
respect to an Event of Default shall be instituted, had and maintained in the
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manner herein provided and for the equal benefit of all Owners of the Outstanding
Certificates.
The right of any Owner of any Certificate to receive payment of said Owner' s
proportionate interest in the Lease Payments as the same become due, or to
institute suit for the enforcement of such payment, shall not be impaired or
affected without the consent of such Owner, notwithstanding the foregoing
provisions of this Section or any other provision of this Agreement.
Section 13.10. Drawing on Letter of Credit and Confirming Letter of
Credit. Upon the occurrence and continuance of an Event of Default described in
subsections (i ), (iii) or (iv) of Section 13.02 hereof, if the principal components
of the Lease Payments shall have been declared to be or shall immediately have
become due and payable in accordance with Section 13 03, the Trustee shall , whether
or not any other proceedings have been instituted, forthwith draw upon the Letter
of Credit in accordance with the terms thereof, in an amount equal to 100% of the
principal amount of the Certificates Outstanding on the date of such draw, minus
all amounts then on deposit in the Lease Payment Fund (other than amounts
representing payment of the interest component of any Lease Payments) and the Lease
Payment Reserve Fund and held therein for a period of one hundred forty (140) days
during which period no event described in subsection (iii) of Section 13.02 shall
have occurred. In the event that the Bank fails to honor a draw upon the Letter of
Credit pursuant to and within the time required by the terms of the Letter of
Credit, the Trustee shall immediately draw upon the Confirming Letter of Credit in
accordance with the terms thereof, in an amount equal to the unpaid draw upon the
Letter of Credit.
Upon the occurrence of an Event of Default described in subsection (iii ) of
Section 13.02, resulting in a draw upon the Letter of Credit or the Confirming
Letter of Credit pursuant to this Section 13. 10, the Trustee shall deposit in the
Letter of Credit Account, in addition to the amount required to be deposited
therein pursuant to the immediately preceding paragraph, an amount drawn under the
Letter of Credit or the Confirming Letter of Credit equal to the total principal
components of the Lease Payments paid by the City to the Trustee during the 123-day
period immediately preceding the occurrence of such Event of Default. Such amount
shall be retained in the Letter of Credit Account pending a determination by a
court of competent jurisdiction whether such amount is recoverable as a voidable
transfer. In the event of a final and non-appealable determination by a court of
competent jurisdiction that no portion of such amount is so recoverable, the
Trustee shall promptly pay the moneys so held in escrow to the court in which such
proceeding is pending in exchange for a release of all further claims against the
Trustee and Certificate Owners, and the Trustee shall pay any remaining balance in
such escrow account to the Bank or the Confirming Bank, as the case may be. In the
event of a final and non-appealable determination by a court of competent
jurisdiction that no portion of such amount is so recoverable, or in the event of a
final and non-appealable dismissal or termination of the proceedings in bankruptcy,the Trustee shall promptly pay all moneys in such escrow account of the Bank or the
Confirming Bank, as the case may be.
If, on or before the date which is one hundred forty (140) days following
the date of payment or Prepayment in full of the Lease Payments, or upon the
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effective date of the security deposit provided for in Section 10.01 of the Lease
Agreement, (but other than from the proceeds derived from any draw upon the Letter
of Credit or the Confirming Letter of Credit) the Trustee has not received evidence
satisfactory to it that no event described in subsection (iii) of Section 13.02 has
occurred prior to or during the 123-day period following the date of such payment,
Prepayment or provision for payment, the Trustee shall forthwith draw upon the
Letter of Credit (or, if the Bank fails to honor such draw pursuant to and within
the time required by the terms of the Letter of Credit, upon the Letter of Credit or
the Confirming Letter of Credit) in an amount equal to the aggregate principal
amount of the Certificates paid or redeemed, or to be paid or redeemed, as a result
of such payment or Prepayment in full of the Lease Payments or as a result of such
security deposit, and deposit all amounts derived from such draw in the Letter of
Credit Account pending receipt of such evidence by the Trustee.
Section 13.11. Notification to Moody' s. In the event that the Letter of
Credit or the Confirming Letter of Credit shall be terminated or shall expire for
any reason whatsoever, the Trustee shall promptly notify Moody' s of such fact.
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ARTICLE XIV
MISCELLANEOUS
Section 14.01. Defeasance. If and when all Outstanding Certificates shall
be paid and discharged in any one or more of the following ways.
(a) by well and truly paying or causing to be paid the principal of and
interest and redemption premiums (if any) with respect to all
Certificates Outstanding, as and when the same become due and payable;
or
(b) by depositing with the Trustee, under an escrow deposit and trust
agreement, security for the payment of Lease Payments as more
particularly described in Section 10. 1 of the Lease Agreement, said
security to be held by the Trustee as agent for the City to be applied
by the Trustee to pay the Lease Payments as the same become due and
payable and make a Prepayment in full on any Prepayment date, pursuant
to Section 10. 1 of the Lease Agreement -
notwithstanding that any Certificates shall not have been surrendered for payment,
all obligations of the Agency, the Trustee and the City with respect to all
Outstanding Certificates shall cease and terminate, except only the obligation of
the Trustee to pay or cause to be paid, from Lease Payments paid by or on behalf of
the City from funds deposited pursuant to paragraphs (b) through (d) of this
Section, to the Owners of the Certificates not so surrendered and paid all sums due
with respect thereto, and in the event of deposits pursuant to paragraphs (b)
through (d) , the Certificates shall continue to represent direct and proportionate
interests of the Owners thereof in Lease Payments under the Lease Agreement.
On the date which is one hundred forty (140) days following the date on
which one of the events described in subsections (a) or (b) of this Section shall
have occurred and if during the 123-day period following the events described in
(a) or (b) above no event described in subsection (iii) of Section 13.02 shall have
occurred, the Trustee shall return the Letter of Credit to the Bank.
Section 14 02. Records. The Trustee shall keep complete and accurate
records of all moneys received and disbursed under this Agreement, which shall be
available for inspection by the City, the Agency, the Bank and any Owner, or the
agent of any of them, at any time during regular business hours upon reasonable
notice.
Section 14.03. Notices. All written notices to be given under this
Agreement shall be given by mail or personal delivery to the party entitled thereto
at its address set forth below, or at such address as the party may provide to the
other party in writing from time to time Notice shall be effective upon receipt or, in the case of personal delivery, upon delivery to the address set forth below:
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If to the City: City of Huntington Beach
2000 Main Street
Huntington Beach, California 92648
Attention• City Administrator
If to the Agency• Redevelopment Agency of the
City of Huntington Beach
2000 Main Street
Huntington Beach, California 92648
Attention: Chief Executive Officer
If to the Trustee: First Interstate Bank of California
707 Wilshire Boulevard
Los Angeles, California 90017
Attention• Corporate Trust Department,
W10-2
If to the Bank: Golden State Sanwa Bank
9000 East Valley Boulevard
Rosemead, California 91770
Attention: Municipal Services Division
If to Moody' s: Moody' s Investors Service, Inc.
99 Church Street
New York, New York 10007
Attention. Municipal Rating Desk
Section 14.04. Governing Law. This Agreement shall be construed and
governed in accordance with the laws of the State.
Section 14.05 Binding Effect, Successors. This Agreement shall be
binding upon and inure to the benefit of the parties and their respective
successors and assigns. Whenever in this Agreement either the Agency, the City or
the Trustee is named or referred to, such reference shall be deemed to include the
successors or assigns thereof, and all the covenants and agreements in this
Agreement contained by or on behalf of the Agency, the City or the Trustee shall
bind and inure to the benefit of the respective successors and assigns thereof
whether so expressed or not.
Section 14 06. Execution in Counterparts. This Agreement may be executed
in several counterparts, each of which shall be an original and all of which shall
constitute but one and the same agreement.
Section 14 07. Destruction of Cancelled Certificates. Whenever in this
Agreement provision is made for the surrender to or cancellation by the Trustee and
the delivery to the City of any Certificates, the Trustee may, upon the request of the City Representative, in lieu of such cancellation and delivery, destroy such
Certificates and deliver a certificate of such destruction to the City.
Section 14.08. Headings. The headings or titles of the several Articles
and Sections hereof, and any table of contents appended to copies hereof, shall be
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solely for convenience of reference and shall not affect the meaning, construction
or effect of this Agreement. All references herein to "Articles" , "Sections", and
other subdivisions are to the corresponding Articles, Sections or subdivisions of
this Agreement; and the words "herein", "hereof", "hereunder" and other words of
similar import refer to this Agreement as a whole and not to any particular
Article, Section or subdivision hereof.
Section 14.09 Limitation of Rights to Parties and Certificate
Owners Nothing in this Agreement or in the Certificates expressed or implied is
intended or shall be construed to give to any person other than the Agency, the
City, the Trustee and the Owners of the Certificates, any legal or equitable right,
remedy or claim under or in respect of this Agreement or any covenant, condition or
provision therein or herein contained, and all such covenants, conditions and
provisions are and shall be held to be for the sole and exclusive benefit of the
Agency, the City, the Trustee and the Owners of the Certificates.
Section 14 10. Waiver of Notice. Whenever in this Agreement the giving of
notice by mail or otherwise is required, the giving of such notice may be waived in
writing by the person entitled to receive such notice and in any case the giving or
receipt of such notice shall not be a condition precedent to the validity of any
action taken in reliance upon such waiver.
Section 14.11 Separability of Invalid Provisions. In case any one or more
of the provisions contained in this Agreement or in the Certificates shall for any
reason be held to be invalid, illegal or unenforceable in any respect, then such
invalidity, illegality or unenforceability shall not affect any other provision of
this Agreement, and this Agreement shall be construed as if such invalid or illegal
or unenforceable provision had never been contained herein. The parties hereto
hereby declare that they would have entered into this Agreement and each and every
other section, paragraph, sentence, clause or phrase hereof and authorized the
delivery of the Certificates pursuant thereto irrespective of the fact that any one
or more sections, paragraphs, sentences, clauses or phrases of this Agreement may
be held illegal , invalid or unenforceable.
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IN WITNESS WHEREOF, the parties have executed this Agreement as of the date
and year first above written.
FIRST INTERSTATE BANK OF CALIFORNIA,
aJZ
,1
BY _
is rest ent
By
sta tcretar
REDEVEL01E1 AGEN YT TY
OFAHUNTINGC;H,HUNTING s Less
(SEAL) By
rm
By
Chief Executive Officer
Approved as to form. Attest:
�&, ya�� C�yecs - —
Alp
` 4 A e�ial Counsel
9,en Secretary
CITY OF UNTI BEACH as Le ee
4By
yor
(S L) City Administrat
EA
Approved as to form- Attest:
Ae
City Attorney/Agency Attorney City Clerk
44
EXHIBIT A
(FORM OF CERTIFICATE OF PARTICIPATION)
CERTIFICATE OF PARTICIPATION
(EMERALD COVE SENIOR CITIZENS HOUSING PROJECT)
Evidencing a Proportionate Interest of the Owner
Hereof in Lease Payments to be Made by the
CITY OF HUNTINGTON BEACH, CALIFORNIA
As the Rental for Certain Property Pursuant
to a Lease Agreement with the
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
No. $
THIS IS TO CERTIFY THAT or registered assigns, as the
registered owner of this Certificate of Participation (the "Certificate") is the
owner of an undivided proportionate interest in the right to receive certain Lease
Payments and prepayments thereof under and defined in that certain Lease Agreement
(the "Lease Agreement") dated as of May 1, 1984, by and between the Redevelopment
Agency of the City of Huntington Beach, a public body corporate and politic duly
organized and existing under the laws of the State of California, (the "Agency")
and the City of Huntington Beach, California, a chartered city and municipal
corporation duly organized and existing under and by virtue of the Constitution and
laws of the State of California (the "City") , which Lease Payments and prepayments
and certain other rights and interests under the Lease Agreement have been assigned
to First Interstate Bank of California, as trustee (the "Trustee") , having a
principal corporate trust office in Los Angeles, Californ-,a (the "Principal
Office") . The owner of this Certificate is entitled to receive, subject to the
terms of the Lease Agreement, on June 1, 1994, the principal amount of
Dollars, representing a portion of the Lease
Payments designated as principal coming due during the term of the Lease Agreement,
and to receive on December 1, 1984, and semiannually thereafter on December 1 and
June 1 of each year (the "Payment Dates") until payment in full of said portion of
principal , the owner' s proportionate share of the Lease Payments designed as
interest coming due during the six months immediately preceding each of the Payment -
Dates; provided that interest with respect hereto shall be payable from the Payment
Date next preceding the date of authentication of this Certificate (unless (i ) this
Certificate is authenticated on a Payment Date, in which event interest shall be
payable from such Payment Date, or (ii ) this Certificate is authenticated prior to
a Payment Date and after the close of business on the fifteenth day of the month
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immediately preceding such Payment Date, in which event interest shall be payable
from such Payment Date, or (iii) unless this Certificate is authenticated prior to
November 15, 1984, in which event interest shall be payable from June 1, 1984) .
Said proportionate share of the portion of the Lease Payments designated as
interest is the result of the multiplication of the aforesaid portion of the Lease
Payments designated as principal by the rate of nine and fifty hundredths percent
(9.50%) per annum. Said amount representinq principal is payable in lawful money
of the United States of America upon presentation and surrender hereof at the
Principal Office of the Trustee Said amounts representing interest are payable in
lawful money of the United States of America by check or draft mailed by the Trustee
to the registered owner hereof at his address as it appears on the registration
books of the Trustee or at such other address as he may have filed with the Trustee
for that purpose
This Certificate has been executed and delivered by the Trustee pursuant to
the terms of a Trust Agreement by and among the Trustee, the Agency and the City,
dated as of May 1, 1984 (the "Trust Agreement") . The City is authorized to enter
into the Lease Agreement and the Trust Agreement under the Constitution and laws of
the State of California. Reference is hereby made to the Lease Agreement and the
Trust Agreement (copies of which are on file at the Principal Office of the
Trustee) for a description of the terms on which the Certificates are delivered,
the rights thereunder of the owners of the Certificates, the rights, duties and
immunities of the Trustee and the rights and obligations of the City under the
Lease Agreement, to all of the provisions of which Lease Agreement and Trust
Agreement the owner of this Certificate, by acceptance hereof, assents and agrees
The City is obligated under the Lease Agreement to pay Lease Payments from
Revenues derived from the operation of the Project (as such terms are defined in
the Lease Agreement) . The obligation of the City to pay the Lease Payments does not
constitute an obligation of the City for which the City is obligated to levy or
pledge any form of taxation or for which the City has levied or pledged any form of
taxation. The obligation of the City to pay Lease Payments does not constitute a
debt of the City, the State of California or any of its political subdivisions, and
does not constitute an indebtedness within the meaning of any constitutional or
statutory debt limitation or restriction. The Lease Payments are secured by an
irrevocable standby letter of credit (the "Letter of Credit") issued by Golden
State Sanwa Bank, which Letter of Credit is confirmed by The Sanwa Bank, Limited,
pursuant to which the Trustee may, under certain circumstances, draw moneys to pay
in full the principal of the Certificates. The Letter of Credit is secured by a
confirming standby letter of credit issued by The Sanwa Bank, Limited.
To the extent and in the manner permitted by the terms of the Trust
Agreement, the provisions of the Trust Agreement may be amended by the parties
thereto with the written consent of the owners of at least sixty percent (60%) in
aggregate principal amount of the Certificates then outstanding, and may be amended
without such consent under certain circumstances but in no event such that the
interests of the owners of the Certificates are adversely affected, provided that
no such amendment shall impair the right of any owner to receive in any case such
owner' s proportionate share of any Lease Payment or prepayment thereof in
accordance with such owner' s Certificate.
46
This Certificate is transferable by the owner hereof, in person or by his
attorney duly authorized in writing, at the Principal Office of the Trustee, but
only in the manner, subject to the limitations and upon payment of the charges
provided in the Trust. Agreement and upon surrender and cancellation of this
Certificate. Upon such transfer a new Certificate or Certificates, of authorized
denomination or denominations, for the same aggregate principal amount will be
delivered to the transferee in exchange herefor. The City, the Agency and the
Trustee may treat the registered owner hereof as the absolute owner hereof for all
purposes, whether or not this Certificate shall be overdue, and the City, the
Agency and the Trustee shall not be affected by any notice to the contrary.
The Certificates are subject to redemption on any Payment Date, in whole, or
in part by lot, from the net proceeds of insurance or condemnation credited towards
the prepayment of the Lease Payments by the City pursuant to Section 10.2 of the
Lease Agreement, at a redemption price equal to the principal amount thereof to be
redeemed together with accrued interest to the date fixed for redemption, without
premium.
As provided in the Trust Agreement, notice of redemption shall be mailed,
not less than twenty-five nor more than sixty days before the redemption date, to
the owner of this Certificate, but neither failure to receive such notice nor any
immaterial defect in the notice so mailed shall affect the sufficiency of the
proceedings for redemption.
If this Certificate is called for redemption and payment is duly provided
therefor as specified in the Trust Agreement, interest shall cease to accrue with
respect hereto from and after the date fixed for redemption.
IN WITNESS WHEREOF, this Certificate has been executed and delivered by
First Interstate Bank of California, as Trustee, acting pursuant to the Trust
Agreement.
Authentication Date: FIRST INTERSTATE BANK OF CALIFORNIA,
as Trustee
By
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2513F JHHW:CFA:dfd 6/18/84
LETTER OF CREDIT AND REIMBURSEMENT AGREEMENT
THIS LETTER OF CREDIT AND REIMBURSEMENT AGREEMENT (the "AGREEMENT") is
entered into as of May 1, 1984 between the CITY OF HUNTINGTON BEACH, a municipal
corporation (the "City") and GOLDEN STATE SANWA BANK, a California banking
corporation (the "Bank").
RECITALS
WHEREAS, the Redevelopment Agency of the City of Huntington Beach (the
"Agency") as lessor and the City as lessee have entered into a Lease Agreement
dated as of May 1, 1984 (the "Lease Agreement") relating to the site and the project
(the "Site" and the "Project" respectively) , as defined by the Lease Agreement, and
WHEREAS, First Interstate Bank of California, a California banking
corporation (the "Trustee") is the Trustee for the benefit of the owners of the
Certificates of Participation (Emerald Cove Senior Citizens Housing Project) (the
"Certificates") executed and delivered under the Trust Agreement dated as of May 1,
1984, among the Trustee, the City and the Agency; and
WHEREAS, the Agency has assigned all of its rights under the Lease Agreement
to the Trustee pursuant to an Assignment Agreement dated as of May 1, 1984 (the
"Assignment") ; and
WHEREAS, the Agency and the Trustee, as assignee of the Agency, have entered
into a Deed of Trust, Assignment of Rents and Security Agreement dated as of May 1,
1984 on the Site and the Project (the "Deed of Trust"); and
WHEREAS, the Lease Agreement requires that the City deposit with the Trustee
a Letter of Credit issued by the Bank in favor of the Trustee, confirmed by The
Sanwa Bank, Limited, a Japanese banking corporation, supporting, among other
things, certain obligations of the City pursuant to the Lease Agreement.
NOW THEREFORE, in consideration of the foregoing and the promises and
covenants hereinafter contained and for other valuable consideration, the parties
hereto agree as follows:
ARTICLE I
AMOUNT AND TERMS OF THE LETTER OF CREDIT
SECTLON 1 1. The Letter of Credit The City hereby
applies for the issuance for its account, and the Bank agrees, on the terms and
conditions hereinafter set forth, to issue its Irrevocable Letter of Credit, in
substantially the form of Exhibit A attached hereto, in favor of the Trustee and
for the account of the City, dated June 19, 1984 and expiring on or before October
18, 1994 at 11.59 p.m. Pacific Standard or Daylight Savings Time, as the case may
be, for the benefit of the Trustee (the "Letter of Credit").
SECTION 1.2. Fees The City agrees to pay to the Bank an origination fee of
one percent (1%) of the original amount available under the Letter of Credit, from
the proceeds of the sale of the Certificates as consideration for the issuance of
the Letter of Credit. Additionally, the City hereby agrees to pay to the Trustee as
agent for the Bank a fee with respect to the Letter of Credit at the rate of one
percent (1%) per annum on the amount available to be drawn under the Letter of
Credit, as set forth in the Letter of Credit, from and including the date of
issuance of the Letter of Credit until the Stated Expiration Date, as defined in
the Letter of Credit, payable one year in advance on a monthly basis commencing
June 1, 1985, in equal installments, provided however that, notwithstanding
anything herein to the contrary, the fee for the first year of the term of the
Letter of Credit shall be paid as of the date of issuance of the Letter of Credit,
the fee for the second year of the term of the Letter of Credit shall be paid to the
Trustee as of the date of issuance of the Letter of Credit to be held until due to
the Bank on June 1, 1985, and no fee shall be due on or after October 1, 1993, if
all fees have been paid prior thereto. The City' s obligation to pay the fees
hereinabove described is payable solely from Revenues, as that term is defined in
the Lease Agreement and the City shall have no obligation with respect thereto in
excess of such Revenues. In no event is the full faith and credit of the City or
the Agency available to satisfy the obligation to pay the fees hereinabove
described.
2
ARTICLE II
CONDITIONS OF ISSUANCE
SECTION 2.1. Conditions Precedent to Issuance of the Letter of
Credit. The obligation of the Bank to issue the Letter of Credit is subject to the
condition precedent that the Bank shall have received, on or before the date of
issuance of the Letter of Credit the following, in form and substance satisfactory
to it:
(a) An opinion of counsel to the City regarding the
matters described in Section 3. 1. hereof;
(b) An originally executed copy of this Agreement, the Letter of
Credit, the Trust Agreement, the Lease Agreement, the Assignment, the Deed of
Trust, and any other agreement or instrument relating thereto (hereinafter
collectively referred to as the "Related Documents") and where any such documents
have been recorded, a certified copy of the document so originally recorded and any
amendments thereto;
(c) A copy of one or more ALTA form extended coverage lender' s
policies or evidence of an irrevocable commitment therefor satisfactory to the
Bank, in form and substance satisfactory to the Bank, issued by an insurer
satisfactory to the Bank, together with such endorsements and binders thereto as
may be required by the Bank, insuring the City' s interest under the Lease Agreement
and the Agency' s fee simple title to the Site subject only to Permitted
Encumbrances, as defined by the Trust Agreement and approved by the Bank, and in a
maximum stipulated value of $4,600,000. Said policy or policies shall be in favor
of the Trustee and such be assignable to the Bank upon a draw under the Letter of
Credit;
(d) Such other approvals, opinions or documents as the
Bank may reasonably request; and
(e) On the date of issuance of the Letter of Credit the following
statements shall be true and the Bank shall have received a certificate signed by
the City, dated the date of such issuance, stating that:
(i) The representations and warranties contained in Section 3.1
hereof are correct as of the date of issuance of the Letter of
Credit as though made on and as of such date, and
(ii) No event has occurred and is continuing, or would result
from the issuance of the Letter of Credit, which constitutes an
Event of Default under Section 6.1 hereof or would constitute an
Event of Default under Section 6.1 hereof but for the requirement that notice be given or time elapse or both.
3
ARTICLE III
REPRESENTATIONS AND WARRANTIES
SECTION 3.1. Representations and Warranties of the City. The City
represents and warrants as follows:
(a) The City is a municipal corporation and chartered city duly
organized and existing under the laws and constitution of the State of California,
and has full powers to own and hold real and personal property, and to lease the
same.
(b) The execution, delivery and performance by the City of this
Agreement and the Related Documents to which it is a party are within the City' s
powers, and do not contravene any law, order, rule or regulation applicable to the
City.
(c) All authorizations or approvals or other action by, and notice to
or filing with, any governmental authority or regulatory body have been obtained
for the due execution, delivery and performance by the City of this Agreement or
any of the Related Documents.
(d) This Agreement is the legal , valid and binding obligation of the
City, enforceable against the City in accordance with its terms except as the
enforceability thereof may be limited by applicable insolvency, liquidation,
readjustment of debt or similar proceeding of, or moratorium applicable to, the
City. The Related Documents to which the City is a party when executed and
delivered will be the legal , valid and binding obligations of the City, enforceable
against the City in accordance with their terms except as the enforceability
thereof may be limited by applicable insolvency, liquidation, readjustment of debt
or similar proceeding of, or moratorium applicable to, the City.
(e) There is no pending or threatened action, investigation or
proceeding before any court, governmental agency or arbitrator against or
affecting, and no pending or proposed legislative, regulatory, rulemaking, rate-
setting or investigatory proceeding before any federal , state, county or municipal
government, department, commission, board, agency or any other instrumentality or
any of them involving or affecting the City which may materially, adversely affect
the fi-nancial condition or operations of the City or the ability of the City to
perform its obligations under this Agreement.
SECTION 3.2. Representations of the Bank. The Bank represents as
follows:
(a) The Bank is duly organized, validly existing and in good standing
under the laws of the State of California, has all requisite corporate power to -
carry on its business as now being conducted, and has all requisite corporate power
and authority to enter into this Agreement, issue the Letter of Credit, and to
perform its obligations hereunder and thereunder;
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(b) The execution, delivery and performance of this Agreement and the
issuance of the Letter of Credit by the Bank have been duly authorized by all
necessary corporate action on the part of the Bank and this Agreement constitutes,
and the Letter of Credit will constitute, the legal , valid and binding obligations
of the Bank enforceable against it in accordance with their respective terms,
except as such enforceability may be limited by the effect of any applicable
bankruptcy, insolvency, reorganization, or other similar laws affecting creditors'
rights generally and by the application of equitable principles;
(c) The execution, delivery and performance of this Agreement and the
issuance of the Letter of Credit by the Bank do not and will not conflict with or
violate any provision of the Articles of Association or By-Laws of the Bank and do
not and will not conflict with, violate, result in a breach of, or cause a default
under, (i) any provision of federal , state or local law or regulation relating to
the business or assets of the Bank, (ii) any provision of any consent, arbitration
award, judgment or decree by which the Bank is bound or, to the best of the Bank' s
knowledge, by which the Bank or its assets may be affected, (iii ) any provision of
any agreement or instrument to which the Bank is a party or by which the Bank or its
assets are bound or restricted, or (iv) any other restriction of any kind or
character to which the Bank is subject, which conflicts, breaches or defaults in
each of clauses (i) , (ii ), (iii) and (iv) above would prohibit the consummation of
the transactions contemplated by this Agreement or the Letter of Credit; and
(d) There is no pending action or proceeding before any court,
governmental agency or arbitrator against or directly involving the Bank and, to
the best of its knowledge, there is no threatened action or proceeding affecting
the Bank before any court, governmental agency or arbitrator which, in any case,
may materially and adversely affect this Agreement or the Letter of Credit.
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ARTICLE IV
REIMBURSEMENT AND PAYMENTS
SECTION 4.1. Reimbursement and Other Payments.
(a) The City hereby agrees to pay to the Bank on demand or as the
parties may otherwise agree, on and after the date on which the Bank shall pay any
draft presented under the Letter of Credit:
(i) a sum equal to the amount so paid under the Letter of Credit;
plus
(ii ) interest on any amount paid by the Bank under clause (i )
above from and including the date such amount was paid at an
interest rate equal to four percent (4%) above the prime rate of
interest as announced by the Bank from time to time as being its
"Prime Rate" of interest in effect on and after the date of
calculation of the rate of interest hereunder. Any change in said
"Prime Rate" shall be effective as of the date announced.
(b) If any change in any law or regulation or in the interpretation
thereof by any court or administrative or governmental authority charged with the
administration thereof shall either (i ) impose, modify or deem applicable any
reserve, special deposit or similar requirement against letters of credit issued
by, or assets held by, or deposits in or for the account of, the Bank or (ii ) impose
on the Bank any other condition regarding this Agreement or the Letter of Credit,
and the result of any event referred to in the preceding clauses shall be to
increase the actual cost to the Bank of issuing or maintaining the Letter of Credit
(which increase in cost shall be determined by the Bank' s reasonable allocation of
the aggregate of such cost increases resulting from such event) , then, upon demand
by the Bank, the City shall pay to the Bank, from time to time as specified by the
Bank, additional amounts which shall be sufficient to compensate the Bank for such
increased cost. A certificate as to such increased cost incurred by the Bank as a
result of any event mentioned in clause (i ) or (ii ) above, and an explanation
thereof, submitted by the Bank to the City, shall be conclusive as to the amount
thereof.
(c) The City hereby agrees to pay to the Bank, on demand, sums equal to
any and all charges and expenses including legal fees, which the BanK may pay or
incur relative to the issuance of the Letter of Credit or to any payment by the Bank
thereunder as limited by Section 7.8 hereof.
(d) The City' s obligation to make reimbursement and other payments to
the Bank under this Section or any other provision of this Agreement is payable
solely from Revenues, as that term is defined in the Lease Agreement and the City -
shall have no obligation hereunder in excess of such Revenues. In no event is the
full faith and credit of the City or the Agency available to satisfy the obligation
to pay the amounts set forth in this Agreement.
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SECTION 4.2. Payments and Computations. The City shall make the
payments required pursuant to Section 4. 1 hereof not later than 12:00 noon Pacific
Standard or Daylight Savings Time, as the case may be, on the day when due in lawful
money of the United States of America to the Bank at its address referred to in
Section 7.2 in same day funds. Computations of interest hereunder shall be made by
the Bank on the basis of a year of 360 days. For purposes of ,this Agreement,
interest shall be computed on the basis of a month of thirty (30) days for each
month actually expired and for the number of days actually expired for any partial
month.
SECTION 4.3. Payment on Non-Banking Days. Whenever a payment to be made
hereunder shall be stated to be due on a Saturday, Sunday or public or bank holiday
or the equivalent for banks generally under the laws of the State of California
(any other day being a "Banking Day"), such payment shall be made on the next
succeeding Banking Day, and such extension of time shall in such case be included
in the computation of payment of interest.
SECTION 4 4. Obligations Absolute. Except as provided herein, the
obligations of the City under this Agreement shall be unconditional and
irrevocable, and shall be paid strictly in accordance with the terms of this
Agreement under all circumstances, including without limitation, the following:
(a) any lack of validity or enforceability of any of
the Related Documents;
(b) the existence of any claim, set-off, defense or other right which
the City may have at any time against the Trustee, any beneficiary of the Letter of
Credit, any persons or entities for whom the Trustee or any such beneficiary may be
acting, the Bank or any other person or entity, whether in connection with this
Agreement or the transactions contemplated herein;
(c) any statement or any other document presented under the Letter of
Credit proving to be forged, fraudulent, invalid or insufficient in any respect or
any statement therein being untrue or inaccurate in any respect;
(d) payment by the Bank under the Letter of Credit against presentment
of a draft or certificate which does not comply with the terms of the Letter of
Credit except to the extent such payment results from willful misconduct or gross
negligence in determining whether a draft complies with the terms of the Letter of
Credit; or
(e) any amendment or waiver of or any consent to departure from all or
any of the Related Documents.
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ARTICLE V
COVENANTS
SECTION 5.1. Certain Affirmative Covenants. So long as a drawing is
available under the Letter of Credit or the Bank shall have any obligation
thereunder or the City shall have any obligation to pay any amount to the Bank
hereunder, the City will , unless the Bank shall otherwise consent in writing:
(a) Compliance with Laws. Comply in all material respects with all
applicable laws, rules, regulations and orders, such compliance to include, without
limitation, paying before the same become delinquent all taxes, assessments and
governmental charges imposed upon it or upon its property, except to the extent
contested in good faith;
(b) Preservation of Existence. Preserve and maintain
its existence;
(c) Maintenance of Project. Maintain, preserve and protect the
Project, in good working order and condition, ordinary wear and tear excepted and
not take or permit to be taken any action which will materially adversely affect
the value of the Project;
(d) Keeping of Records and Books of Account. Keep adequate records
and books of account, in which complete entries shall be made in accordance with
generally accepted accounting principles consistently applied, reflecting all its
financial transactions;
(e) Maintenance of Insurance. Maintain insurance on the Project with
responsible and reputable insurance companies or associations or through self—
insurance, in such amounts and covering such risks as is required by the Lease
Agreement, including both casualty and liability insurance;
(f) Entry and Inspection. At any reasonable time and from time to
time, after giving notice permit the Bank or any agents or representatives thereof
to examine and make copies of and abstracts from the records and books of account of
the City and visit the Site and the Project;
(g) Compliance With Certain Agreements. Comply with and perform all
of their obligations pursuant to the Related Documents to which either of them is a
party;
(h) Financial Statements. On each anniversary of this Agreement,
during the term hereof, the City shall provide (i) audited financial statements for
the preceding fiscal year to the Bank, (ii ) operating statements in form and in
sufficient detail satisfactory to the Bank for the Revenue and Project; -
(i) Construction Contract and Performance Bond. The City shall cause
to be obtained a payment and performance bond in the amount of any construction
contract for the Project in form and substance reasonably satisfactory to the Bank
and issued by a surety reasonably satisfactory to the Bank prior to the
commencement of any construction on the Site.
8
(j) Title to Site. The City shall use its best efforts promptly to
secure title to Lots 1 and 13 of the Site as described in Exhibit A to the Deed of
Trust and shall immediately thereafter (i) transfer same to the Agency; (ii)
execute and record and/or cause to be executed and recorded, amendments to the
Lease and the Deed of Trust amending the description of the Site to include said
Lots 1 and 13; and (iii ) cause to be delivered to the Bank and the Trustee any
endorsements to or substitutes for the Policy of Title Insurance referenced in
Section 2. 1(c) hereof, which are necessary to insure the Agency' s fee title to the
Site including said Lots 1 and 13.
SECTION 5.2. Negative Covenants. So long as a drawing is available under
the Letter of Credit or the Bank shall have any obligation thereunder or the City
shall have any obligation to pay any amount to the Bank hereunder, the City shall
not, without the prior written consent of the Bank:
(a) Liens. Create or suffer to exist any lien, security interest or
other charge or encumbrance or any other type of preferential arrangement, upon or
with respect to the Site or the Project, or assign any right to receive income with
respect thereto, to any person or entity, other than as permitted by the Related
Documents,
(b) Certain Amendments. Enter into or consent to any cancellation,
termination, supplement, amendment, modification or waiver of any of the Related
Documents that would, in the reasonable opinion of the Bank, have a material
adverse effect on the Bank under this Agreement or on the ability of the City to
meet any obligations hereunder;
(c) Leases. Enter into any sublease of the Site or the Project except
with respect to any tenant leasing activity in the ordinary course of operation of
the Project.
9
ARTICLE VI
EVENTS OF DEFAULT
SECTION 6. 1. Events of Default. The occurrence of any of the following
events shall be an "Event of Default" hereunder.
(a) The City shall fail to pay any amount payable to the Bank
hereunder when due or;
(b) Any representation or warranty made by the City herein or in
connection with this Agreement shall prove to have been incorrect in any material
respect on or as of the date hereof as determined by a court of applicable
jurisdiction following any applicable appeal period, or
(c) The City shall fail to perform or observe any term, covenant or
agreement contained in this Agreement (other than those referred to in subsections
(a) and (b) of this Section 6 1) and any such failure shall remain unremedied for
thirty (30) days after written notice thereof shall have been given to the City by
the Bank unless the Bank agrees in writing to an extension of time prior to its
expiration; provided however, if the failure stated in such notice cannot be cured
within the applicable period, such failure shall not constitute an event of default
hereunder, if corrective action is instituted by the City within the applicable
period and diligently pursued until the failure is remedied; or
(d) The City shall generally not pay its debts as such debts become
due, or shall admit in writing its inability to pay its debts generally, or shall
make a general assignment for the benefit of creditors; or any proceeding shall be
instituted by or against the City seeking to adjudicate it a bankrupt or insolvent,
or seeking liquidation, winding up, reorganization, arrangement, adjustment,
protection, relief or composition of the City or its debts under any law relating
to bankruptcy, insolvency or reorganization or relief of debtors, or seeking the
entry of an order for relief or the appointment of a receiver, trustee or other
similar official for it or for any substantial part of its property; or the City
shall take any action to authorize any of the actions set forth above in this
subsection (e), or
(e) An event of default (without cure during the applicable period, if
any, for cure) under any of the Related Documents, as that term is defined in those
agreements respectively shall have occurred.
SECTION 6.2. Upon an Event of Default If an Event of Default shall occur:
(a) After Issuance of the Letter of Credit. If an Event of Default
shall have occurred and be continuing, after the issuance of the Letter of Credit
the Bank may take whatever action which is now or hereafter existing at law or in
equity or by statute. No remedy conferred upon or reserved to the Bank is intended to be exclusive and every such remedy shall be cumulative and shall be in addition
to every other remedy given under this Agreement or now or hereafter existing at
law or in equity or by statute. No delay in exercising or omission to exercise any
right or power accruing upon any default shall impair any such right or power or
shall be construed to be a waiver thereof, but any such right and power may be
10
exercised from time to time and as often as may be deemed expedient. In order to
entitle the Bank to exercise any remedy reserved to it in this paragraph it shall
not be necessary to give any notice, other than such notice as may be required in
this Agreement or by law.
(b) Agreement to Pay Attorneys' Fees and Expenses. Subject to
Paragraph 7.10 hereof in the event of an Event of Default under any of the
provisions hereof and the Bank employs attorneys or incurs other expenses for the
collection of moneys or the enforcement or performance or observance of any
obligation or agreement.on the part of the City, the City agrees that it will , on
demand, pay the Bank the actual fees of such attorneys and such other expenses so
incurred.
(c) No Additional Waiver by One Waiver. If any Event of Default
shall be waived by the Bank such waiver shall be limited to that specific Event of
Default and shall not be deemed a waiver of any other Event of Default.
11
ARTICLE VII
MISCELLANEOUS
SECTION 7.1. Amendments No amendment or waiver of any provision of this
Agreement, nor consent to such departure by the City, shall in any way be effective
unless the same shall be in writing and signed by the Bank and the City and then
such waiver or consent shall be effective only in the specific instance and for the
specific purpose for which given. Notice of any such amendment or waiver shall be
delivered to the Trustee.
SECTION 7.2. Notices. All notices, requests, demands and other
communications under this Agreement shall be in writing or by telex and shall be
deemed to have been duly given on the date of service if served personally upon the
party to whom notice is to be given, or on receipt if sent by telex or if mailed to
the party to whom notice is to be given, by first class mail , registered or
certified, postage prepaid and properly addressed as follows:
If to the Bank• Golden State Sanwa Bank
9000 East Valley Boulevard
Rosemead, California 91770
Attention: Municipal Services Division
If to the City: City of Huntington Beach
Post Office Box 190
Huntington Beach, California 92648
Attention: City Administrator
SECTION 7.3. No Waiver; Remedies; Set-Off. No failure on the part of the
Bank to exercise, and no delay in exercising, any right hereunder shall operate as
a waiver thereof, nor shall any single or partial exercise of any right hereunder
preclude any other or further exercise thereof or the exercise of any other right.
The remedies herein provided are cumulative and not exclusive of any remedies
provided by law.
The Bank waives any right it may have, at law or otherwise, to set-off or
apply any deposits of the City or the Agency at any time held during the pendency of
any proceeding which may initiated by the City or the Agency pursuant to the United
States Bankruptcy Code, or any successor statute, wherein the City is the debtor.
The Bank agrees that it shall not accept any grant of a security interest in
any property of the City or the Agency to secure the obligations of the City
hereunder unless the Trustee, for the benefit of the holders of the Certificates,
is granted a pari passu interest in such property.
SECTION 7.4. Accounting Terms. All accounting terms not specifically
defined herein shall be construed in accordance with generally accepted accounting
principles consistently applied, except as otherwise stated herein.
12
SECTION 7.5. Indemnification of the Bank. The City hereby indemnifies and
holds the Bank harmless from and against any and all claims, damages, losses,
liabilities, costs or expenses, including attorneys' fees, which the Bank may incur
or which may be claimed against the Bank by any person or entity or by reason of or
in connection with the execution and delivery or transfer of, or payment or failure
to make lawful payment under the Letter of Credit; provided however, that the City
shall not be required to indemnify the Bank pursuant to this Section 7.5 for any
claims, damages, losses, liabilities, costs or expenses to the extent caused by (i)
the Bank' s willful misconduct or gross negligence in determining whether documents
presented under the Letter of Credit comply with the terms of the Letter of Credit
or (ii ) the Bank' s willful failure to make lawful payment against drafts presented
under the Letter of Credit after the presentment to it by the Trustee (or a
successor trustee) under the Trust Agreement of a draft, certificate and
assignments strictly complying with the terms and conditions of the Letter of
Credit. Nothing in this Section 7.5 is intended to limit the City' s obligations
contained in Section 4.1. Without prejudice to the survival of any other
obligation of the City hereunder, the indemnities and obligations of the City
contained in this Section 7.5 shall survive the payment in full of amounts payable
pursuant to Section 4. 1 and the termination of the Letter of Credit.
SECTION 7.6. Indemnification of City. The Bank hereby indemnifies and
holds the City harmless against any and all claims, damages, losses, liabilities,
costs or expenses, including attorneys' fees, which the City may incur or which may
be claimed against the City by any person or entity by reason of the Bank' s willful
misconduct in failing to pay a draft under the Letter of Credit which strictly
complies with the Letter of Credit.
SECTION 7.7. Liability of the Bank. The City assumes all risks of the acts
or omissions of the Trustee and any beneficiary of the Letter of Credit with
respect to its use of the Letter of Credit other than the gross negligence or wilful
misconduct of the trustee or any such beneficiary Neither the Bank nor any of its
officers or directors shall be liable or responsible for:
(a) the use which may be made of the Letter of Credit or any acts or
omissions of the Trustee and any beneficiary in connection therewith;
(b) the validity, sufficiency or genuineness of documents, or of any
endorsement thereon, even if such documents should prove to be in any or all
respects invalid, insufficient, fraudulent or forged;
(c) payment by the Bank against presentment of documents which appear
on their face substantially to comply with the Letter of Credit but which do not
comply with the terms of the Letter of Credit, including failure of any documents
to bear any reference or adequate reference to the Letter of Credit; or
(d) any other circumstances whatsoever in making or failing to make
payment under the Letter of Credit, except that the City shall have a claim against
the Bank, and the Bank shall be liable to the City, to the extent of any direct, as
opposed to consequential damages suffered by the City which the City proves were
caused by the Banks wilful failure to make lawful payment under the Letter of
Credit after the presentment to it by the Trustee of a draft, certificate, and
13
assignments strictly complying with the terms and conditions of the Letter of
Credit. In furtherance and not in limitation of the foregoing, the Bank may accept
documents that appear on their face to be in order, without responsibility for
further investigation, regardless of any notice or information to the contrary.
SECTION 7.8. Costs, Expenses and Taxes. The City agrees to pay on written
demand pursuant to the terms of the Indemnity Agreement dated March 5, 1984,
between the City and the Bank, all costs and expenses in connection with the
preparation, execution, delivery, filing, recording and adminis- tration of this
Agreement and any other documents which may be delivered in connection with this
Agreement, including without limitation, the actual fees and out-of-pocket
expenses of counsel for the Bank, and local counsel who may be retained by said
counsel , with respect thereto and with respect to advising the Bank as to its
rights and responsibilities under this Agreement and all costs and expenses
(including counsel fees and expenses) in connection with (i) the enforcement of
this Agreement and such other documents which may be delivered in connection with
this Agreement or (i1) any action or proceeding relating to a court order,
injunction or other process or decree restraining or seeking to restrain the Bank
from paying any amount under the Letter of Credit. In addition, the City shall pay
any and all stamp, sales and use, and other taxes and fees payable or deter- mined
to be payable in connection with the execution, delivery, filing and recording of
this Agreement and such other documents, and agrees to hold the Bank harmless from
and against any and all liabilities with respect to or resulting from any delay in
payment or omission to pay such taxes and fees.
SECTION 7.9. Rights Unimpaired Any and all rights of the Bank hereunder
shall continue unimpaired, and the City shall be and remain obligated in accordance
with the terms and provisions hereof notwithstanding any delay, extension of time,
renewal , compromise or other indulgence granted by the Bank in reference to any of
the aforesaid obligations, and the City hereby waives notice of any such delay,
extension, renewal , compromise or other indulgence and hereby consents to be bound
thereby as fully and effectually as if the City had expressly agreed thereto in
advance.
The Bank, its parent, its affiliates, its subsidiaries and/or its
correspondents shall not be liable or responsible in any respect for any: (a)
error, omission, interruption or delay in transmission, dispatch or delivery of any
one or more messages or advices in connection with the Letter of Credit, whether
transmitted by cable, radio, telegraph, mail or otherwise and despite any cipher or
code which may be employed, or (b) action, inaction or omission, which may be taken
or suffered by it or them in good faith or through inadvertence in identifying or
failing to identify any beneficiary(ies) or otherwise in connection with the Letter
of Credit.
SECTION 7. 10. Attorneys' Fees. In the event that any party hereto shall
incur legal fees and costs in connection with the actual or threatened breach of any provision hereof, or to enforce any right or remedy hereunder, such party shall
be entitled to recover such fees and costs from the breaching party In the event
that an action is brought in connection with this Agreement the prevailing party
shall be entitled to recover from the losing party in addition to any money
judgment or other relief, such actual attorneys' fees and costs as may be incurred
14
by the prevailing party instituting or defending such litigation, together with
such reasonable costs and expenses of litigation as may be allowed by the court.
SECTION 7.11. Binding Effect. This Agreement shall be binding upon and
inure to the benefit of the City and the Bank and their respective successors and
assigns, except that the City shall not have the right to assign its rights
hereunder or any interest herein without the prior written consent of the Bank.
The Bank may assign to any financial institution all or any part of, or any interest
(undivided or divided) in, the Bank' s rights and benefits under this Agreement, and
to the extent of that assignment such assignee shall have the same rights and
benefits against the City hereunder as it would have had if such assignee were the
bank issuing or paying under the Letter of Credit hereunder.
SECTION 7 12. Severability. Any provision of this Agreement which is
prohibited, unenforceable or not authorized in any jurisdiction, shall be
ineffective to the extent of such prohibition, unenforceability or non-
authorization without invalidating the remaining provisions hereof or affecting
the validity, enforceability or legality of such provision in any other
jurisdiction.
SECTION 7. 13. Choice of Law and Forum. This Agreement shall be governed by
and construed in accordance with the laws of the State of California. Except as
otherwise provided herein or as the Bank and the City may otherwise expressly
agree, the Uniform Customs and Practices for Documentary Credits (1974 Revision),
International Chamber of Commerce Publication No. 290 or any substitute or
successor publication issued by the International Chamber of Commerce shall apply
to the Letter of Credit. No claim, demand, action, proceeding, arbitration,
litigation, hearing, motion or lawsuit arising herefrom or with respect hereto
shall be commenced or prosecuted in any jurisdiction other than the State of
California, and any judgment, determination, finding or conclusion reached or
rendered in any other jurisdiction shall be null and void between the parties
hereto.
SECTION 7. 14. Headings. Section headings in this Agreement are included
herein for convenience of reference only and shall not constitute a part of this
Agreement for any other purpose.
SECTION 7. 15. Counterparts. This Agreement may be executed in several
counterparts and as executed shall constitute one Agreement, binding on all the
parties hereto, notwithstanding that all the parties are not signatory to the
original same counterpart.
15
a
IN WITNESS WHEREOF , the parties hereto have caused this
Agreement to be duly executed and delivered by their respective
officers thereunto duly authorized as of the date first above
written.
THE CITY:
CITY OF NTINGTON BEA
By
yor
By
ty Admini ator
(SEAL)
Approved as to form: ATTEST:
City Attorney City Clerk
THE BANK:
GOLDEN STATE SANWA BANK
By
Andrew Bard
Vice President
16
G®iden State Sanwa Bank
9000 East Valley Blvd
Rosemead, CA 91770
(818) 288-0220
PAGE 1 OF 3 PAGES
IRREVOCABLE LETTER OF CREDIT
No. 291/SB84/10040
June 19, 1984
First Interstate Bank of California
707 Wilshire Boulevard
Los Angeles, California 90017
Attn: Corporate Trust Department
Ladies and Gentlemen:
We hereby establish, at the request and for the account
of the City of Huntington Beach ( the "City" ) , in your favor for
the benefit of the owners of the Certificates of Participation
(Emerald Cove Senior Citizens Housing Project) ( the "Certificates" )
executed and delivered under the Trust Agreement dated as of May
1 , 1984 among the City, the Redevelopment Agency of the City of
Huntington Beach ( the "Agency" ) and you ( the "Trust Agreement" ) ,
our Irrevocable Letter of Credit No. 291/SB84/10040, whereby we
irrevocably authorize you to draw on us in accordance with the
terms and conditions hereinafter set forth, by your draft,
effective immediately and expiring October 18, 1994 , at 11 :59
p.m. Pacific Standard or Daylight Savings Time, as the case may
be, ( the "Stated Expiration Date" ) .
We hereby irrevocably authorize you to draw on us, in
accordance with the terms and conditions hereinafter contained,
in a single draft an aggregate amount not to exceed four million
six hundred thousand dollars ($4 ,600,000) ( the "Stated Amount" ) .
Demand for payment hereunder shall not exceed the Stated Amount.
Funds under this Letter of Credit are available to you
against your draft, drawn on us, payable three ( 3) Banking Days -
(as hereinafter defined) after sight, and referring thereon to
the number of this Letter of Credit, accompanied by your written
and completed certificate signed by you in the form of Exhibit
"A" attached hereto; your validly executed assignment to us in
recordable form in the form of Exhibit "B" attached hereto; and
your validly executed assignment to us in recordable form in the
form of Exhibit "C" attached hereto, and in the event a draw is
Golden State Sanwa Bank
9000 East Valley Blvd
Rosemead, CA 91770
(818) 288-0220
IRREVOCABLE LETTER OF CREDIT NO. 291/SB84/10040
PAGE 2 OF 3 PAGES
being made under this Letter of Credit due to the Bankruptcy of
the City (as hereinafter defined) , your validly executed assign-
ment to us in the form of Exhibit "D" attached hereto. As used
herein, the term "Bankruptcy of the City" shall mean the filing
of a petition by the City commencing a proceeding under the
United States Bankruptcy Code , or any substitute or successor
statute , wherein the City is the debtor. As used herein, the
term "Banking Day" shall mean any day other than a Saturday,
Sunday or public or bank holiday or the equivalent for banks
under the laws of the State of California.
Such draft, certificate and assignments shall be dated
the date of presentment, which shall be made at our office
located at 9000 East Valley Boulevard, Rosemead, California 91770,
Attention: Financial Services Division, three ( 3 ) Banking Days
prior to our making funds available to you hereunder. If we
receive your draft, certificate and assignments at such office ,
all in strict conformity with the terms and conditions of this
Letter of Credit, on or before the Stated Expiration Date, we
will honor the same on or before 11: 00 a.m. , Pacific Standard or
Daylight Savings Time, as the case may be , on the third Banking
Day after presentment thereof , in immediately available funds,
in accordance with your payment instructions.
Upon the earliest of ( 1 ) the surrender to us by you
of this Letter of Credit for cancellation, ( ii ) our honoring a
draft hereunder, or ( iii ) the Stated Expiration Date hereof,
this Letter of Credit shall automatically terminate. Upon such
termination, you shall promptly return this Letter of Credit to us.
This Letter of Credit shall be governed by and subject
to the laws of the State of California, the Uniform Customs and
Practices for Documentary Credits ( 1974 Revision) , International
Chamber of Commerce Publication No. 290 (the "UCP" ) , or any
substitute or successor publication issued by the International
Chamber of Commerce and the Uniform Commercial Code as in effect in the State of California to the extent it is not inconsistent
with the UCP. This Letter of Credit shall be deemed to be issued
pursuant to the laws of the State of California and any action
or proceeding brought in order to enforce any right or remedy
under this Letter of Credit shall be brought in the courts of
the State of California. Communications with respect to this
Letter of Credit shall be in writing and shall be addressed to
Golden State Sanwa Bank
9000 East Valley Blvd
Rosemead, CA 91770
(818) 288-0220
IRREVOCABLE LETTER OF CREDIT NO. 291/SB84/10040
PAGE 3 OF 3 PAGES
us at 9000 East Valley Boulevard, Rosemead , California 91770,
Attention: Financial Services Division, specifically referring
to the number of this Letter of Credit. This Letter of Credit
is transferrable in whole , but not in part, to any transferee
who has succeeded you as Trustee under the Trust Agreement and
may be successively transferred. Transfer of this Letter of
Credit to such transferee shall be effected by the presentation
to us of this Letter of Credit accompanied by a certificate in
the form of Exhibit "E" attached hereto.
Very truly yours,
GOLDEN STATE SANWA BANK
By
-Name: Andrew L. Bard
Title: Vice President
THIS EXHIBIT "A" BECOMES AN INTEGRAL PART OF OUR LETTER OF CREDIT NO.
291/SB84/10040 DATED JUNE 19, 1984.
EXHIBIT "A"
CERTIFICATE FOR DRAWING
Irrevocable Letter of Credit No. 291/SB84/10040
The undersigned, a duly authorized officer of the
undersigned Trustee ( the "Trustee" ) , hereby certifies to Golden
State Sanwa Bank (the "Bank" ) , with reference to Irrevocable
Letter of Credit No. 291/SB84/10040 (the "Letter of Credit" , the
terms defined therein being used herein as therein defined)
issued by the Bank in favor of the Trustee, that:
( 1 ) The Trustee is the Trustee under the Trust
Agreement.
( 2 ) The Trustee is making a draw under the Letter of
Credit by reason of (check appropriate box or boxes ) :
] (a ) The Trustee not receiving from the City
within ten ( 10 ) days after its due date any
Lease Payment as defined by and pursuant to
the Lease Agreement (the "Lease Agreement" )
dated as of May 1 , 1984 between the City
and the Agency as assigned to the Trustee by
the Agency pursuant to the Assignment Agree-
ment, dated as of May 1, 1984, and the
Trustee has applied all amounts in the Lease
Payment Fund, as defined by the Trust Agree-
ment, to the payment of such Lease Payment,
excluding payments due because of mandatory
or optional prepayments , and the Trustee
has applied all amounts in the Lease Payment
Fund, as defined by the Trust Agreement , to t
the payment of such Lease Payment.
] (b) An event of default pursuant to and as defined
by ( 1 ) the Letter of Credit and Reimbursement
Agreement dated as of May 1 , 1984 between
the City and the Bank or ( ii ) the Deed of
Trust, Assignment of Rents and Security Agree-
ment dated as of May 1 , 1984 and executed
by the Agency in favor of the Trustee ; and
the Trustee has received written notice
thereof from the Bank, a copy of which notice
accompanies this Certificate.
[ ] (c) The Bankruptcy of the City
( 3 ) The amount of the draft accompanying this Certifi-
cate was computed, and the draw under the Letter of Credit is
being made , in accordance with the terms and conditions of the -
Trust Agreement.
( 4 ) The amount of the draft accompanying this Certifi-
cate is $ and does not exceed the Stated Amount and
(check appropriate box) :
[ ] (a) If a draw is being made by reasons of an
event described in paragraph 2(a ) or (b)
above , the amount of the draft consists of
all of the principal of the Certificates
outstanding as of the date of the draw under
the Letter of Credit less all amounts held
by the Trustee pursuant to the Trust Agree-
ment, other than amounts held in the Interest
Reserve Fund, as defined by the Trust Agreement
which amounts have been so held for at least
one hundred twenty three ( 123 ) days .
[ ] (b) If a draw is being made by reason of an event
described in paragraph 2(c ) above , the amount
of the draft consists of all of
( 1 ) the principal of the Certificates
outstanding as of the date of the draw under
the Letter of Credit, less
( 11 ) all amounts held by the Trustee
pursuant to the Trust Agreement, other than
amounts held in the Interest Reserve Fund,
as defined by the Trust Agreement which
amounts have been so held for at least one
hundred twenty-three ( 123 ) days , plus
( 111 ) the amount of the principal
component of the amounts received by the
Trustee from the City during the one hundred
twenty three ( 123 ) day period preceding the
Bankruptcy of the City.
-2-
( 5 ) The Trustee shall cooperate fully with the Bank
and will execute such documents and take such actions as the Bank
may reasonably request in order to enable the Bank to exercise
any remedies which the Bank may be entitled to exercise by reason
of paying a draw under the Letter of Credit .
IN WITNESS WHEREOF, the Trustee has executed and
delivered this Certificate this day of , 19
FIRST INTERSTATE BANK OF
CALIFORNIA, Trustee
By
Name:
Title :
-3-
THIS EXHIBIT "B" BECOMES AN INTEGRAL PART OF OUR IRREVOCABLE LETTER
OF CREDIT NO. 291/SB84/10040 DATED JUNE 19, 1984.
EXHIBIT "B"
RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:
Golden State Sanwa Bank
9000 East Valley Boulevard
Rosemead, California 91770
Attention: Financial Services Division
ASSIGNMENT OF DEED OF TRUST
The undersigned as Trustee under the Trust Agreement
dated as of May 1 , 1984 among the Redevelopment Agency of the
City of Huntington Beach ( the "Agency" ) , First Interstate Bank
of California, a California banking corporation (the "Trustee" )
and the City of Huntington Beach, in consideration for the right
to draw under Irrevocable Letter of Credit No. 291/SB84/10040
issued by Golden State Sanwa Bank, a California banking corpora-
tion (the "Bank" ) and other good and valuable consideration does
grant, assign and transfer to the Bank all beneficial interest
under that certain Deed of Trust, Assignment of Rents and Security
Agreement, dated as of May 1 , 1984 , among the Agency as trustor,
First American Title Insurance Company, as trustee, and First
Interstate Bank of California , as beneficiary, recorded on
as instrument number of Official Records
of Orange County and covering the real property in Orange County,
State of California described as follows:
DESCRIPTION: ORANGE COUNTY, STATE OF CALIFORNIA
THAT PORTION OF THE NORTH ONE-HALF OF THE NORTHEAST OLIARTER OF
SECTION 35, TOWN'=.H I P 5 SOUTH, RANGE 11 WEST, IN THE RANCHO LA
BOL'=A'., AS SHOWN ON A MAP RECORDED 1N BOOT` 51 , PAGE 13 OF
M I S-C ELLANEO S MAPS,, RECORDS iRD OF ORANGE COUNTY, CALIFORNIA, AND THAT
PORT I CIN OF BLOCK E AND BLOCF A OF TRACT NO. 172 A' SHOWN ON A MAP
RECORDED IN BOC* 12, PAGES 21 AND " OF SAID MISr_ELLANECSUS MAPS
AND FORT I ON'=, OF BLOCKS KS C AND D OF TRACT NO. 570 AS SHOWN ON A MAP
RECORDED IN BOOM 19, PAGE 41 OF M I'_CELLANEGUS MAPS, DESCRIBED AS A
WHOLE AS FOLLOWS:
BE!�I NN I NG AT THE NORTHWEST CORNER OF LOT NO. 1 OF ':-.A I D BLC iC k E;
THENCE ALONG THE WEST LINE OF SAID LOT NO. 1 , SOUTH U DEGREE' 44
14" EAST C). 00 FEET TO THE TRUE POINT OF BEGINNING, SAID POINT
BEING ON A LINE PARALLEL WITH AND 50. oQ FEET SOUTH, MEASURED AT
RIGHT ANGLES FROM THE CENTERLINE OF TALBERT AVENUE, AS SAID
CENTERLINE I'_ SHOWN ON SAID MAP OF TRACT NO. 172, THENCE ALONG '=.A I D
PARALLEL LINE, NORTH $9 DEGREES 09 " 301' EAST 90. 44 FEET TO THE
BEC INNING CIF A TANGENT CURVE CONCAVE SOUTHWESTERLY AND HAVING A
AADDIS OF :9. 50 FEET; 1HhNL.E SOUTHEA5TERLY ALONG SAID CURVE,
THROUGH A CENTRAL ANGLE OF 88 DEGREES 27 ' 37" , AN ARC DISTANCE
OF 60. •;18 FEET TO THE BEGINNING OF A REVERSE CURVE CONCAVE
NORTHEASTERLY AND HAVING• A RADIUS OF 240.00 FEET; THENCE
SOUTHEASTERLY ALONG SAID CURVE, THROUGH A CENTRAL ANC-,LE OF 30
DEGREES 10, 16" , AN ARC DISTANCE OF 126. 38 FEET TO THE BEGINNING OF
A REVERSE CURVE CONCAVE SOUTHWESTERLY AND HAVING A RADIUS OF ;:c:0. 00 FEET; THENCE SOUTHERLY ALONG SAID CURVE, THROUGH A CENTRAL ANGLE OF
31 DEG,REES, 47, 60", AN ARC DISTANCE OF 111 . 06 FEET TO A POINT ON
THE EAST LINE OF LOT NO. 69 OF SAID BLOCK A; THENCE CONTINUING
ALONG, SAID EAST LINE OF LOT 69 AND THE EAST LINE OF LOTS 75 1
AND 105 OF SAID BLOCK A, SOUTH 172. 94 FEET TO THE
NORTHWEST CORNER OF LOT 112 OF SAID SLOCr' A; THENCE ALONG THE NORTH
LINE OF SAID LOT 112, NORTH 89 DEGREES 10 ' `6" EAST 49. 00 FEET TOTHE NORTHEAST CORNER OF SAID LOT 1 12; THENCE ALCINI, THE EAST LINE OF
LOTS 112, 113, 124, 130, 136, 146 AND 14:3 OF :AID BLOCK A, CILITH 0
DEGREES 49 10" EAST 172. 93 FEET TO THE SOUTH LINE OF SAID TRACT
NO. 176, SAID 'SOUTH LINE ALSO BEING THE NORTH LINE OF TRACT NO.
3197 AS SHOWN ON A MAP RECORDED IN SO_IP, 452, PAGES 421 THROl h;H 48
INCLUSIVE OF SAID MISCELLANEOUS MAPS, THENCE ALONG: SAID NORTH LINE,
SOUTH 89 DEGREES 10 ' 50" WEST 245. 00 FEET TO THE WEST LINE OF SAID
TRACT NO. 811�7, SAID WEST LINE ALSO BEING THE EAST LINE OF BLOCV D
OF TRACT NO. 570 AS. SHOWN ON A MAP RECORDED IN BOCIN 19, PAGE 41 OF
SAID M I SC ELLANE��Us MAP;; THENCE ALONG,
SAID EAST DEGREES 44' 14" EAST 70. 00 FEET TO A POINT BEING LNORTH INE, �OUTH DEGREE'z
44 ' 14" WE':,T 58'7,. FEET FROM THE SOUTHEA:T CORNER CIF _AID B ;u
L _k V;
THENCE 3r_IUTH 83 d [IEC:REE3 15 ' 46" WEST FEET; THENCE N1_1RTH 57
DECREES 12 51 " WEST 146. •_+? FEET; THENCE NORTH Q DEGREES 47 c;r
EAST 1 12. 00 FEET TCI A LINE PARALLEL WITH AND >i� FEET WE:•T,
MEASURED BRED AT R I i_HT AN!:LEc- FROM THE WEST LINE OF •_AID TRACT NO.
THENCE ALONCI *_:.AT[, PARALLEL LINE, NORTH U DEGREES 44 14" WE=,T 172,
225. 0t.) FEET TO THE NORTH LINE OF THE ::C i!iTH CINE-HALF i iF THE EAST
ONE-HALF OF THE NORTHEA•: T O!TARTER OF THE N!IRTHWE:T OIJARTER OF THE
NORTHEA:T rI!TARTER OF SAID '3EC T I ON 35; THENCE ALONG ,AIL, NORTH LINE.
PN_iRTH DEGREES 10 ' 1(J" EAST 1<<'►. i_��:� FEET TO THE WE'=•T LINE OF SAID
TRACT NO. 172; THENCE NORTH o DEGREES 44 14 WE:T ALONG 'SAID WEST
LINE, 279. 76 FEET TO THE TRUE POINT OF BEGINNING.
E XC EFT I NI= THEREFROM, ALL Ci I L , GAc•, AND CITHER HYDRCC ARBON
:•!i8=TAN+=E:•, IN, C iN OR UNDER SAID LAND, A RE:ERYED AND GRANTED IN
DEEDS OF RECORD.
Dated
FIRST INTERSTATE BANK OF
CALIFORNIA, Trustee
By
Name:
Title:
STATE OF )
ss.
COUNTY OF )
On this day of , 19 , before me,
the undersigned Notary Public , in and for said County and State,
personally appeared proved
to me on the basis of satisfactory evidence to be the
, of the corporation, and that he/she
executed the within instrument on behalf of the corporation
therein named, and acknowledged to me that such corporation
executed the within instrument pursuant to its bylaws or a reso-
lution of its Board of Directors.
IN WITNESS WHEREOF , I have hereunto set my hand and
affixed my official seal the day and year first above written.
Notary Public in and for said
[Notarial Seal] County and State
THIS EXHIBIT "C" BECOMES AN INTEGRAL PART OF OUR IRREVOCABLE LETTER
OF CREDIT NO. 291/SB84/10040 DATED JUNE 19, 1984.
EXHIBIT "C"
ASSIGNMENT OF LEASE AGREEMENT
RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:
Golden State Sanwa Bank
9000 East Valley Boulevard
Rosemead, California 91770
Attention: Financial Services Division
The undersigned as Trustee under the Trust Agreement
dated as of May 1 , 1984 among the Redevelopment Agency of the
City of Huntington Beach (the "Agency" ) , First Interstate Bank
of California, a California banking corporation (the "Trustee" ) ,
and the City of Huntington Beach (the "City" ) , in consideration
for the right to draw under Irrevocable Letter of Credit No.
291/SB84/10040 issued by Golden State Sanwa Bank, a California
banking corporation, ( the "Bank" ) and other good and valuable
consideration does hereby sell , assign and transfer to the Bank
all of the Trustee ' s right , title and interest in, under and to
that certain Lease Agreement dated as of May 1 , 1984 between
the City and the Agency as assigned by the Agency to the under-
signed pursuant to the Assignment Agreement dated as of May 1,
1984 and the security interest in Revenues as defined by and
granted pursuant to said Lease Agreement.
Executed this day of 19
FIRST INTERSTATE BANK OF
CALIFORNIA, Trustee
By
Name:
Title:
STATE OF )
ss.
COUNTY OF )
On this day of , 19_, before me,
the undersigned Notary Public , in and for said County and State,
personally appeared proved
to me on the basis of satisfactory evidence to be the
, of the corporation, that executed the within instru-
ment on behalf of the corporation therein named , and acknowledged
to me that such corporation executed the within instrument pursuant
to its bylaws or a resolution of its Board of Directors.
IN WITNESS WHEREOF , I have hereunto set my hand and
affixed my official seal the day and year first above written.
Notary Public in and for said
[Notarial Seal] County and State
THIS EXHIBIT "D" BECOMES AN INTEGRAL PART OF OUR IRREVOCABLE LETTER
OF CREDIT NO. 291/SB84/10040 DATED JUNE 19 , 1984 .
EXHIBIT "D"
ASSIGNMENT OF CLAIMS AND DEFENSES
The undersigned as Trustee under the Trust Agreement
dated as of May 1 , 1984 among First Interstate Bank of Cali-
fornia, a California banking corporation ( the "Trustee" ) , the
Redevelopment Agency of the City of Huntington Beach and the
City of Huntington Beach ( the "City" ) in consideration for the
right to draw upon Irrevocable Letter of Credit Number
291/SB84/10040 and other good and valuable consideration in
hand received , does hereby sell , assign and transfer to Golden
State Sanwa Bank, a California banking corporation, ( the "Bank" )
all of the Trustee' s rights to file and prove a claim or claims
or to pursue defenses in proceedings under the United States
Bankruptcy Code or any other substitute or successor statute
in which the City is the debtor, with respect to any amounts
received by the Trustee from the City, which may be alleged to
be recoverable in such proceedings as voidable transfers pursuant
to Section 547 of the United States Bankruptcy Code or any sub-
stitute or successor statute.
Executed this day of 19 .
FIRST INTERSTATE BANK OF
CALIFORNIA, Trustee
By:
Name :
Title :
THIS EXHIBIT "E" BECOMES AN INTEGRAL PART OF OUR LETTER OF CREDIT
NO. 291/SB84/10040 DATED JUNE 19, 1984.
EXHIBIT "E"
INSTRUCTION TO TRANSFER
19
Golden State Sanwa Bank
9000 East Valley Boulevard
Rosemead, California 91770
Attention: Financial Services Division
Re: Irrevocable Letter of Credit No. 291/SB84/10040
Ladies and Gentlemen:
For value received, the undersigned beneficiary hereby
irrevocably transfers to
(Name of Transferee )
(Address of Transferee)
all rights of the undersigned beneficiary to draw under the above-
captioned Letter of Credit (the "Letter of Credit" , the terms
defined therein and not otherwise defined herein being used herein
as therein defined) . Said transferee has succeeded the undersigned
as Trustee under the Trust Agreement and as beneficiary of the
Letter of Credit.
By this transfer, all rights of the undersigned bene-
ficiary in the Letter of Credit are transferred to the transferee
and the transferee shall hereafter have the sole rights as bene-
ficiary thereof .
The Letter of Credit is returned herewith and in
accordance therewith the undersigned beneficiary asks that this
transfer be effective and that you endorse this transfer and
forward the same directly to the transferee with your customary
notice of transfer and, if so requested by the transferee, that
you issue a new irrevocable letter of credit in favor of the
transferee with provisions consistent with the Letter of Credit
and deliver such new irrevocable transferable Letter of Credit
to the transferee in exchange for the Letter of Credit with this
transfer endorsed on the reverse thereof.
Enclosed is remittance of $ in payment of
your transfer commission and in addition thereto we agree to pay
to you on demand any expenses which may be incurred by you in
connection with this transfer. A copy of this Instruction has
been delivered to the City of Huntington Beach.
Very truly yours ,
FIRST INTERSTATE BANK OF
CALIFORNIA, Trustee
By
Name:
Title:
-2-
Sanwa Bank
THE SANWA BANK LIMITED
SAN FRANCISCO AGENCY
300 Montgomery Street
San Francisco,California 94104
(415)772 8200
First Interstate Bank of California June 19, 1984
707 Wilshire Boulevard
Los Angeles, California 90017
Attention: Trust Department
Re: Irrevocable Letter of Credit
Number: 291/SB84/10040
For: $4,600,000
Dated: June 19, 1984
Issued by: Golden State Sanwa Bank
In favor of: Yourselves
Ladies and Gentlemen:
We hereby confirm the abovementioned Irrevocable Letter of Credit.
Upon our receipt from you of a draft or other demand for payment
presented to Golden State Sanwa Bank accompanied by your statement
that such draft or other demand for payment was not honored by Golden
State Sanwa Bank, we shall honor each draft drawn and presented in
accordance with the terms of the abovementioned Irrevocable Letter of
Credit on the same banking day if the presentment is made on or before
12:00 P.M. (California Time) or on the next banking day if the draft
is presented after 12:00 P.M. (California Time) .
Very truly yours,
THE SANWA BANK, LIMITED
San Francisco
�Z
T. Fujita
General Manager
RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:
Jones , Hall , Hill & White
4 Embarcadero Center, Suite 1950
San Francisco, California 94111
Attention: Charles F. Adams
DEED OF TRUST , ASSIGNMENT OF RENTS
AND SECURITY AGREEMENT
THIS DEED OF TRUST, ASSIGNMENT OF RENTS AND SECURITY
AGREEMENT ( "Deed of Trust" ) is made as of May 1 , 1984 by the
Redevelopment Agency of the City of Huntington Beach ( "Agency"
or "Trustor" ) , First American Title Insurance Company ( "Trustee" ) ,
and First Interstate Bank of California, a California banking
corporation ( "Beneficiary" ) as trustee for and on behalf of the
owners of the Certificates of Participation (Terry Park Senior
Citizens Pr03ect ) executed and delivered under that certain
Trust Agreement , dated as of May 1 , 1984 among the Trustee ,
the City of Huntington Beach ( the, "City" ) and the Agency ( "Trust
Agreement" ) .
WITNESSETH:
TRUSTOR DOES HEREBY IRREVOCABLY GRANT, TRANSFER AND
ASSIGN to Trustee , in trust , with power of sale and right of
entry and possession , all of Trustor' s right , title , interest
and estate ( the "Trust Estate" ) now owned or hereafter acquired
in and to ( 1) that certain land (the "Land" ) located in Orange
County , California and more particularly described in Exhibit A
attached hereto , together with all buildings ( "Buildings) and
improvements now or hereafter located thereon, and all appurte-
nances , easements, water and water rights , pumps and pumping
This document is solely for the
official business of the City
911. 4 of Huntington Beach, as contem-
1546-20008 plated under Government Code
6/6/8 4 Sec. 6103 and should b• recorded
free of charge.
plants , and all shares of stock evidencing the same ; all machinery,
equipment , appliances and fixtures for generating or distributing
air, water, heat , electricity , light , fuel or refrigeration , or
for ventilating or sanitary purposes , or for the exclusion of
vermin or insects , or for the removal of dust , refuse or garbage;
all wall safes , built-in furniture and installations , shelving ,
lockers , partitions , door stops , vaults , elevators , dumbwaiters ,
awnings, window shades , venetian blinds , light fixtures , fire
hoses and brackets and boxes for the same , fire sprinklers ,
alarm systems , draperies , drapery rods and brackets , screens ,
linoleum, carpets , furniture , furnishings , fixtures , plumbing ,
laundry tubs and trays , ice boxes , refrigerators , heating units ,
stoves, water heaters , incinerators , communication systems and
all installations for which any such building is specially
designed; all property referred to in Exhibit B attached hereto
and incorporated herein by this reference ; all of said items,
whether now or hereafter installed, being hereby declared to be
for all purposes of this Deed of Trust a part of the Buildings ,
the specific enumerations herein not excluding the general , ( 2 )
the rents , issues and profits thereof , and ( 3 ) the Property (as
hereinafter defined) to the extent not included in ( 1 ) and ( 2 )
above.
FOR THE PURPOSE OF SECURING, in such order of priority
as Beneficiary may determine : ( 1) payment of the indebtedness of
City to the Agency set forth in that certain Lease Agreement dated
May 1 , 1984 between City and Agency ( the "Agreement" ) as assigned
to the Beneficiary pursuant to that certain Assignment Agreement
-2-
dated May 1 , 1984 between the Agency as assignor and the Bene-
ficiary as assignee; ( 2) payment of all other sums (with interest
as herein provided) becoming due or payable to Beneficiary or
Trustee pursuant to the terms hereof ; ( 3 ) performance of every
obligation contained in this Deed of Trust , the Agreement, the
Trust Agreement , any instrument now or hereafter evidencing or
securing any indebtedness hereby secured , and any and all
agreements , supplemental agreements , or other instruments of
s
security executed by Trustor or City as of even date herewith or
at any time subsequent to the date hereof for the purpose of
further securing any indebtedness hereby secured , or any part
thereof , or for the purpose of supplementing or amending this
Deed of Trust or any instrument secured hereby; and ( 4 ) payment
of all other sums owed by City to Beneficiary.
ARTICLE 1
Definitions
As used in this Deed of Trust , in addition to the terms
defined elsewhere , the following terms shall have the following
meanings :
1 . 1 Bank : Golden State Sanwa Bank , a California
state-chartered bank as issuer of Irrevocable Letter of Credit
Number 291/SB84/10040 for the benefit of the Beneficiary and for
the account of the City.
1 . 2 Financing Documents: The Agreement, the Security
Documents and all other documents evidencing , securing or relat-
ing to the indebtedness secured hereby.
1 . 3 Fixtures: All fixtures located upon or within
-3-
the Improvements or now or hereafter installed in , or used in
connection with any of the Improvements , including , but not
limited to, any and all partitions , screens, awnings , motors ,
engines, boilers , furnaces , pipes , plumbing , elevators , cleaning
and sprinkler systems , fire extinguishing apparatus and equip-
ment, water tanks , heating , ventilating , air conditioning and
air cooling equipment , built-in refrigerated rooms , and gas and
electric machinery and appurtenances , whether or not permanently
affixed to the Property or the Improvements.
1 . 4 Impositions: All real estate and personal prop-
erty taxes and other taxes and assessments, water and sewer
rates and charges , and all other governmental charges and any
interest or costs or penalties with respect thereto, ground rent
and charges for any easement or agreement maintained for the
benefit of the Trust Estate and/or the Property, general and
special , ordinary and extraordinary, foreseen or unforeseen ,
of any kind and nature whatsoever that at any time prior to or
after the execution of the Financing Documents may be assessed ,
levied , imposed , or become a lien upon the Trust Estate and/or
the Property or the rent or income received therefrom or any
use or occupancy thereof ; and any and all other charges ,
expenses , payments or assessments of any nature , if any ,
concerning the Trust Estate and/or the Property.
1 .5 Improvements: All buildings , improvements and
appurtenances located on the Property or at any time hereafter
constructed or placed upon the Property or any part thereof , and
all improvements , additions and replacements thereof .
1 .6 Indebtedness: The principal of and interest
-4-
on and all other amounts, payments and premiums due under the
Agreement and any extension or renewals thereof and all other
indebtedness of City to Beneficiary under and/or secured by the
Security Documents , together with all other sums owed by City
to Beneficiary including those incurred as primary obligor.
1 .7 Obligations: Any and all of the covenants ,
promises and other obligations ( other than the Indebtedness) made
or owing by City to or due to Beneficiary under and/or as set
forth in the Financing Documents ( and any or all of the covenants,
promises and other obligations made or owing by City to each
and every other person or entity , a breach of which would or may
affect the Trust Estate or the ownership or operation of Trustor
of the Property) .
1. 8 Person: Any natural person, corporation , firm,
association , government , governmental agency or any other entity ,
whether acting in an individual , fiduciary or other capacity.
1 .9 Personalty: Trustor' s interest in , and all
accounts, contract rights and general intangibles ( specifically
including any insurance proceeds and condemnation awards) arising
out of or incident to the ownership, development or operation
of the Property , and all furniture, furnishings, construction
materials and supplies , leasehold interests in personal property,
and all other personal property (other than Fixtures) now or
hereafter located in , upon or about the Property, together with
all present and future attachments, accessions , replacements,
substitutions and additions thereto or therefor , and the cash
and noncash proceeds thereof.
-5-
1 . 10 Property: The Improvements ,the Fixtures and
the Personalty , together with:
( 1 ) all rights, privileges, tenements , rights of
way , easements and appurtenances of the Improvements now or here-
after belonging or in any way appertaining thereto and
( 11) all of Trustor' s right , title and interest
in and to the Improvements and/or the Fixtures and/or the
Personalty , including any award or awards for any change or
changes of grade of streets affecting the Improvements and/or
the Fixtures and/or the Personalty.
1 . 11 Receiver: Any trustee , receiver , fiscal agent,
liquidator or similar officer of Trustor , of all or any sub-
stantial part of its properties , or of the Property.
1. 12 Security Documents: This Deed of Trust and any
and all other documents now or hereafter securing all or any
part of the payment of the Indebtedness or the observance or
performance of the Obligations.
ARTICLE 2
Warranty of Title
Trustor warrants that ( i ) it is the lawful owner of the
estate hereby conveyed , ( 11 ) it will maintain and preserve the
lien of this Deed of Trust until the Indebtedness has been paid
in full , ( iii ) it has good , right and lawful authority to mortgage
and pledge its interest in and to the Property as provided in and
by this Deed of Trust , and ( lv) it will forever warrant and defend
its grant made herein against any and all claims and demands what-
ever , except as are specifically set forth in this Deed of Trust.
-6-
ARTICLE 3
Affirmative Covenants
Until the entire Indebtedness shall have been paid in
full , Trustor hereby covenants to Beneficiary and Trustee , and
agrees with Beneficiary and Trustee as follows:
3. 1 obligations of Trustor. Trustor will cause the
Indebtedness to be timely paid until paid in full , notwithstanding
any actions of partial foreclosure that may be brought hereunder
to recover any amount or amounts expended by Beneficiary on
behalf of Trustor in order to cure any of Trustor' s defaults or
to satisfy any of Trustor' s obligations or covenants under any
agreement relating to the Property and to which Trustor is a
party. Trustor ( a) will timely perform, or cause to be timely
performed , all the covenants, agreements , terms and conditions to
be performed by Trustor or City ( 1) under the Agreement ; and ( 11)
under all other agreements between Trustor and Beneficiary and
Trustor or City and the Bank in accordance with the respective
terms thereof ; and ( b) will not cancel , surrender, modify or amend ,
or permit the cancellation, surrender , modification or amendment
of any of the aforedescribed agreements or any of the covenants ,
agreements, terms or conditions contained in any of them without
the prior written consent , in each case , of Beneficiary and the
Bank ; and ( c ) will keep Beneficiary and the Bank indemnified
against all actions proceedings , costs ( including , without limita-
tion, Beneficiary' s and the Bank ' s counsel fees and disbursements) ,
claims and damages incurred or sustained by it in respect of the
nonpayment of any charges or the nonobservance or nonperformance
of any of the said covenants , agreements , terms or conditions
-7-
contained in any of the aforedescribed documents in accordance
with the terms and conditions of said documents.
3. 2 Insurance. Trustor , at no expense to Beneficiary
and the Bank , and for their mutual benefit, will cause the main-
tenance during the term of this Deed of Trust of such insurance,
and in such amounts , as is required by the Agreement. All policies
of insurance required pursuant to this Paragraph 3. 2 shall be
satisfactory in form and substance to Beneficiary and the Bank
and shall be approved by Beneficiary and the Bank as to amounts ,
form, risk coverage , deductibles , insurer , loss payable and
cancellation provisions. Effective upon any default hereunder ,
all of Trustor' s right , title and interest in and to all policies
of property insurance and any unearned premiums paid thereon are
hereby assigned to Beneficiary who shall have the right , but not
the obligation , to assign the same to any purchaser of the Property
at any foreclosure sale.
3. 3 Waste and Repair. Trustor will cause the
Improvements now or hereafter existing to be maintained in good
and tenantable repair , and will not make any additions , modifica-
tions or improvements thereto, the contract cost of which exceeds
$25, 000 without the prior written consent of Beneficiary and
Bank , which consent shall not be unreasonably withheld; nor will
Trustor remove or demolish the improvements in whole or in part ,
nor (except where appropriate replacements free of superior
titles, liens and claims and of a value at least equal to the
value of the building equipment removed , are immediately made)
shall any building equipment be removed from the Property without
the prior written consent of Beneficiary and Bank , nor shall
-8-
Trustor do or permit to be done thereon anything that may in any
way impair the security rE this Deed of Trust. Trustor shall
not abandon the Property nor leave the Property unprotected ,
vacant or deserted.
3. 4 Taxes; Assessments. Trustor shall pay or cause
to be paid when due all impositions , including but not limited
to, taxes and assessments that are or that may become a lien on
the Property or are assessed against the Property or its rents,
royalties , profits and income.
3 . 5 Compliance with Law. Trustor will promptly and
faithfully comply with all present and future laws , ordinances,
rules, regulations and requirements of every duly constituted
governmental authority or agency and of every board of fire
underwriters (or similar body exercising similar functions) having
3urisdiction that may be applicable to it or to the Property , or
any part thereof , or to the use or manner of construction, occu-
pancy, possession, operation , maintenance , alteration or repair
thereon or with respect to any part thereof , noncompliance with
which could have a material adverse effect on Trustor or the
Property or Trustor' s interest in the Property, whether or not
such law, ordinance , rule , order , regulation or requirement shall
necessitate structural changes or improvements or interfere with
the use or en3oyment of the Property.
3. 6 Further Assurances. Trustor , at any time upon
the reasonable request of Beneficiary or Bank , will at Trustor' s
expense execute , acknowledge and deliver all such additional
papers and instruments ( including , without limitation , a decla-
ration of no set-off) and all such further assurances of title
-9-
and will do or cause to be done all further acts and things as
may be proper or reasonably necessary to carry out the purpose
hereof and of the Financing Documents. Trustor will also subor-
dinate to the liens thereof any property intended by the terms
thereof to be covered thereby and any renewals , additions,
substitutions , replacements or betterments thereto.
3 . 7 Indemnity. If any action or proceeding is
commenced , except an action to foreclose this Deed of Trust or
to collect the Indebtedness , to which action or proceeding
Beneficiary is made a party and in which it becomes necessary to
defend or uphold the lien of this Deed of Trust, all costs and
damages incurred by Beneficiary for the expenses of such litiga-
tion ( including reasonable attorneys' fees and expenses) shall ,
within ten ( 10 ) days after the submission of bills for such costs
to Trustor, be paid directly to the billing party by Trustor,
and , upon the failure of Trustor to make payment thereof within
such period , may be paid by Beneficiary, and , if paid by the
Beneficiary, the money so paid shall be , together with interest
thereon from the date of payment at an interest rate per annum
equal to the interest rate applicable to the Certificates as
defined by and set forth in the Trust Agreement ( the " Interest
Rate" ) a further lien on the Trust Estate and the Property, prior
to any right, title or interest in or claim upon the Trust Estate
or -the Property attaching or accruing subsequent to the lien of
this Deed of Trust, and shall be secured by this Deed of Trust
and payable by Trustor to Beneficiary upon demand.
3. 8 Reimbursement. Beneficiary shall have the right
to declare immediately due and payable any amount paid by it for
-10-
any tax , stamp tax , assessment , water rate , sewer rate , insurance
premium, repair , rent charge , debt , claim, inspection or lien
having priority over thius Deed of Trust , or over any other agree-
ment given to secure partially the Indebtedness. Beneficiary ,
with prior written consent of the Bank , shall further have
the right to foreclose for such amount or for any unpaid principal
or interest , sub3ect to the continuing lien of this Deed of Trust
for the balance of the Indebtedness not then due , but City shall
continue to be liable for the payment of the entire Indebtedness
until it has been paid in full.
3 . 9 Payments. All payments required to be made here-
under or under any section of this Deed of Trust shall be limited
to Revenues as defined by the Trust Agreement and Trustor shall
have no monetary obligation hereunder in excess of such Revenues.
In no event is the full faith and credit of Trustor or City
available to satisfy the obligation to pay the amounts set forth
in this Deed of Trust.
ARTICLE 4
Negative Covenants
Until the entire Indebtedness shall have been paid in
full , Trustor hereby covenants to Beneficiary and Trustee , and
agrees with Beneficiary and Trustee as follows :
4.1 Restrictive Uses. Trustor covenants not to
initiate, 3oin in , or consent to any change in any zoning
ordinance , private restrictive covenant , assessment proceedings
or other public or private restriction limiting or restricting
the uses that may be made of the Property or any part thereof
without the prior written consent of Beneficiary and the Bank.
-11-
4. 2 Other Financing. Except for the liens securing
the Indebtedness , Trustor will not create or permit to continue
in existence any mortgage, pledge , encumbrance, lien or charge
of any kind ( including purchase money and conditional sale liens)
upon any of the Trust Estate or the Property except for ( 1 ) liens
for taxes not yet delinquent, ( ii ) such other liens or charges
as are specifically approved in writing by Beneficiary and the
Bank prior to the recordation thereof and ( 111 ) Permitted
Encumbrances as defined by the Agreement. Any transaction in
violation of this Paragraph shall cause all Indebtedness ,
irrespective of the maturity dates thereof , at the option of the
holder thereof and without demand or notice , immediately to
become due and payable.
4 . 3 Transferability. One of the inducements to
Beneficiary for entering into the Agreement is the identity of
Trustor. The existence of any interest in the Trust Estate or
the Property other than the interests of Trustor and Beneficiary
and any encumbrance permitted herein or in the Trust Agreement,
even though subordinate to the security interest of Beneficiary ,
would impair the Property and the security interest of Beneficiary,
and , therefore , Trustor shall not sell , convey , assign , transfer ,
alienate , or otherwise dispose of its interest in the Trust
Estate or the Property , or any part thereof , either voluntarily
or by operation of law, or agree to do so, without the prior
written consent of Beneficiary and the Bank. Consent to one
such transaction by Beneficiary and the Bank shall not be deemed
a waiver of the right to require such a consent for further or
successive transactions. Any transaction in violation of this
-12-
Paragraph shall cause all Indebtedness, irrespective of the
maturity dates thereof and without demand or notice, immediately
to become due and payable.
4 . 4 Replacement of Fixtures and Personalty. Trustor
will not permit the Fixtures or Personalty to be removed at any
time from the Property without the prior written consent of
Beneficiary and Bank unless actually replaced by an aritcle or
equal suitability and value owned by Trustor free and clear of
any lien or security interest except such as may be approved in
writing by Beneficiary and Bank.
ARTICLE 5
Events of Default and Remedies of Beneficiary
5. 1 Events of Default. If one or more of the following
events ( "Events of Default" ) shall have occurred and be continuing:
A. Default in the payment of any fixed or contin-
gent sum or portion of any such sum, when due under the Agreement
and;
B. Default (without cure during the applicable
period , if any, for cure) in the performance on the part of
Trustor or City of any term, covenant or condition of the Financing
Documents, or any other agreement between Trustor and Beneficiary
unless Beneficiary agrees in writing to an extension of time prior
to its expiration; provided, however, if the failure stated in
such notice cannot be cured within the applicable period , such
failure shall not constitute an Event of Default if corrective
action is instituted by City or Trustor within the applicable
period and diligently pursued until the failure is remedied.
-13-
C. The failure of Trustor ( sub3ect to the pro-
visions of Paragraph 3. 4 hereof ) to exhibit or cause to be
exhibited to Beneficiary and the Bank , within seven ( 7 ) business
days after demand made therefor , bills ( which shall be receipted
from and after the date receipted bills are obtainable) showing
the payment to the extent then due of all taxes , assessments
( including those payable in periodic installments) , water rates,
sewer rates , and/or any other charge or any other charge or
imposition that may have become a lien upon the Trust Estate or
the Property or any personal property located thereon prior to the
lien of this Deed of Trust;
D. The assignment by Trustor , as lessor or
sublessor , as the case may be , of the rents or the income of the
Property or any part thereof (other than to Beneficiary) without
first obtaining the written consent of Beneficiary and the Bank;
E. The failure of Trustor to notify Beneficiary
and the Bank in writing immediately after material damage or loss
to the Property by reason of fire or other casualty, and prior to
the making of any repairs thereto , or Trustor' s refusal to permit
Beneficiary or the Bank to inspect such damage or loss prior to
he making of the any repairs thereto;
F. The failure of Trustor to submit to beneficiary
and the Bank a duplicate set of plans and specifications for
pptoval before any material improvements, repairs or alterations
re begun affecting the Property;
G. The failure of Trustor for a period of thirty
(30 ) days after written notice from Beneficiary or the Bank to
( 1 ) maintain, or proceed with all due diligence to maintain, the
-14-
Property in a good and tenantable state of repair; ( 11 ) comply, or
proceed with all due diligence to comply, with any order of any
government department claiming 3urisdiction of the Property; or
( 111 ) comply, or proceed with all due diligence to comply, with
all and singular the statutes , requirements , orders and/or decrees
of any federal , state or municipal authority relating to the use
of the Property or any part thereof.
H. ( 1 ) The filing of any claim or lien against
the Trust Estate or the Property o"r any part thereof not permitted
herein, whether or not such lien shall be prior to this Deed of
Trust , and the continued maintenance of such claim or lien for a
period of thirty ( 30) days without discharge , satisfaction or
adequate bonding thereof in accordance with the terms hereof ;
( ii ) the existence of any interest in the Trust Estate or the
Property other than those of Trustor or as permitted herein; or
( iii ) the sale, hypothecation, conveyance or other disposition
of the Property;
I. The entry of an order for relief under Title
11 of the United States Code or any substitute or successor
statute as to Trustor or City or the ad3udication of Trustor or
City as insolvent or bankrupt pursuant to the provisions of any
state insolvency or bankruptcy act ; the filing by Trustor or
City of any petition or answer seeking any reorganization , arrange-
meet, composition, read3ustment, liquidation, dissolution or
similar relief for itself under any present or future federal ,
state or other statute , law or regulation relating to bankruptcy,
insolvency or other relief for debtors ; Trustor' s or City' s
consent to, acquiescence in or attempt to secure the appointment
-15-
of any trustee , receiver, fiscal agent, liquidator or similar
officer ( "Receiver" ) of all or any substantial part of its
properties or of the Property; or any general assignment by
Trustor or City for the benefit of creditors ; of
THEN, upon the occurrence and continuance of any of
these points A through I , and in any such event , Beneficiary ,
with the prior written consent of the Bank , may declare all the
Indebtedness to be forthwith due and payable and the same shall
thereupon become forthwith due and payable without any further
presentment , demand , protest or notice of any kind , and Benefi-
ciary may:
( 1 ) In person , by agent , or by a receiver , and without
regard to the adequacy of security , the solvency of Trustor or
the existence of waste, enter upon and take possession of the
Property, or any part thereof , in its own name or in the name
of Trustee , sue for or otherwise collect the rents , issues and
profits thereof and apply the same , less costs and expenses of
operation and collection including reasonable attorneys' fees ,
upon the Indebtedness , all in such order as Beneficiary , with the
prior written consent of the Bank , may determine. The entering
upon and taking possession of the Property , the collection of
such rents , issues and profits and the application thereof as
aforesaid shall not cure or waive any default or notice of default
hefeunder or invalidate any act done pursuant to such notice;
( ii ) Commence an action to foreclose this Deed of
Trust in the manner provided by law for the foreclosure of mort-
gages of real property; and/or
( 111 ) Deliver to Trustee a written declaration of
-16-
default and demand for sale , and a written notice of default and
election to cause the Trust Estate or the Property to be sold ,
which notice Trustee or Beneficiary shall cause to be duly filed
for record.
5. 2 Power of Sale.
A. Should Beneficiary , with the prior written
consent of the Bank , elect to foreclose by exercise of the power
of sale herein contained , Beneficiary shall deposit with Trustee
this Deed of Trust and such receipts and evidence of expenditures
made and secured hereby as Trustee may require. Then , once the
notice of default has been given as required by law , and such
time has elapsed as may be required by law, and the notice of
default has been recorded , Trustee , without demand on Trustor,
shall , after notice of sale is given as required by law and such
time has elapsed as may be required by law, sell the Trust Estate
and the Property at the time and place of sale fixed by it in
said notice of sale , either as a whole or in separate parcels as
Trustee shall determine , and in such order as it may determine ,
at public auction to the highest bidder.
Trustee may, however , postpone sale of all or any por-
tion of the Trust Estate or the Property by public announcement
at such time and place of sale, and from time to time thereafter
may postpone such sale by public announcement at the time fixed
by -the preceding postponement , and without further notice make
such sale at the time fixed by the last postponement; or Trustee
may , in its discretion, give a new notice of sale.
Beneficiary, with the prior written consent of the
Bank , may rescind any such notice of default at any time before
-17-
Trustee' s sale by executing a notice of rescission and recording
the same. The recordation of such notice shall constitute a
cancellation of any prior declaration of default and demand for
sale and of any acceleration of maturity of Indebtedness affected
by any prior declaration or notice of default. The exercise by
Beneficiary of the right of rescission shall not constitute a
waiver of any default then existing or subsequently occurring , or
impair the right of Beneficiary, with the prior written consent
of the Bank , to execute other declarations of default and demand
for sale , or notices of default and of election to cause the
Trust Estate and the Property to be sold , nor otherwise affect
the Agreement or this Deed of Trust , or any of the rights,
obligations or remedies of Beneficiary or Trustee hereunder.
After sale, Trustee shall deliver to such purchaser its
deed conveying the Trust Estate and/or the Property to be sold ,
but without any covenant or warranty , express or implied. The
recitals in such deed of any matters or facts shall be conclusive
proof of the truthfulness thereof.
Any person , including Trustor , Trustee , Beneficiary,
or the Bank may purchase at such sale. If allowed by law ,
Beneficiary or the Bank , if its is the purchaser, may turn in any
evidence of indebtedness of the amount owing thereon toward
payment of the purchase price (or for endorsement of the purchase
prfce as a payment on such evidence of the indebtedness if the
owing thereon exceeds the purchase price) . Trustor hereby
expressly waives any right of redemption after sale that Trustor
may have at the time of sale or that may apply to the sale.
B. Upon such sale, Trustee shall make (without
-18-
any covenant or warranty expressed or implied) , execute and ,
fter 'ue payment made , deliver to purchaser or purchasers , or
bheir heirs or assigns, a deed or deeds , or other record or
records of interest , as the case may be , in and to the Trust
Estate and/or the Property so sold that shall convey to the
purchaser all the title and interest of Trustor in the Trust
Estate and the Property (or the portion of the Property sold ) ,
and shall apply the proceeds of the sale thereof in payment,
firstly, of the expenses of such sale together with the reasonable
expenses of the trust , including reasonable attorneys' fees , that
shall become due upon any default made by Trustor, and also such
sums , if any , as Trustee, Beneficiary or the Bank shall have paid
or procuring a search of the title to the Property , or any part
thereof , subsequent to the execution of this Deed of Trust; and
in payment, secondly, of the Indebtedness then remaining unpaid ,
and the amount of all other monies with interest thereon herein
agreed or provided to be paid by Trustor; and thirdly, the Trustee
shall pay to Trustor , its successors or assigns , as their interests
may appear , the balance or surplus of such proceeds of sale.
5. 3 . Proof of Default. In the event of a sale of the
Trust Estate and/or the Property, or any part thereof , and the
execution of a deed or deeds therefor , the recital therein of
default , and of recording notice of breach and election of sale,
and of the elapsing of the required time ( if any) between the
foregoing recording and the following notice, and of the giving
of notice of sale , and of a demand by Beneficiary, with the prior
written consent of the Bank , or its successors or assigns, that
such sale should be made , shall be conclusive proof of such
-19-
default , recording , election, elapsing of time, and of the due
giving of such notice , and that the sale was regularly and validly
made on due and proper demand by Beneficiary, with the prior
written consent of the Bank , its successors or assigns; and any
such deed or deeds with such recitals therein shall be effectual
and conclusive against Trustor , its successors and assigns , and
all other persons ; and the receipt for the purchase money recited
or contained in any deed executed to the purchaser as aforesaid
shall be sufficient discharge to such purchaser from all obliga-
tions to see to the proper application of the purchase money.
5. 4 Protection of Security. If an Event of Default
shall have occurred and shall be continuing , then Beneficiary or
Trustee, with the prior written consent of the Bank , may, but
without obligation to do so and without notice to or demand upon
Trustor and without releasing Trustor from any obligations or
defaults hereunder : ( a) make, perform or do the same in such
manner and to such extent as either may deem necessary to protect
the security hereof , Beneficiary and Trustee being authorized to
enter upon the Property for such purpose ; (b) appear in and
defend any action or proceeding purporting to affect , in any
manner whatsoever , the Obligations and/or the Indebtedness , the
security hereof or the rights or powers of Beneficiary or Trustee ;
( c) pay, purchase or compromise any encumbrance , charge or lien
that in the 3udgment of Beneficiary or Trustee is prior or superior
hereto; and (d) in exercising any such powers , pay necessary
expenses , employ cosnsel and pay reasonable attorneys' fees,
rustor hereby agrees to repay upon demand all sums expended by
Trustee or Beneficiary pursuant to this paragraph with interest
-20-
at the Interest Rate, and such sums , with interest , shall be
ecured hereby.
5. 5 Receiver. If an Event of Default shall have
occurred and be continuing , Beneficiary, with the prior written
consent of the Bank , as a matter of strict right and without
notice to Trustor or anyone claiming under Trustor , and without
regard to the then value of the Property, shall have the right
to apply ex parte to any court having 3urisdiction to appoint a
Receiver or Receivers of the Property , and Trustor hereby waives
notice of any application therefor provided a hearing to confirm
such appointment with notice to Trustor is set within fourteen
(14 ) days after such appointment. Any such Receiver or Receivers
shall have all the powers and duties of receivers in like or
similar cases and all the powers and duties of Beneficiary in
case of entry as provided in this Deed of Trust , and shall continue
as such and exercise all such powers until the date of confirmation
of sale, unless such receivership is sooner terminated.
5.6 Curing of Defaults. If Trustor shall at any time
fail to perform or comply with any of the terms , covenants , and
conditions required on Trustor' s part under this Deed of Trust ,
any of the other Loan Documents , or any other agreement under
the terms of this Deed of Trust , then , sub3ect to the provisions
of any of the aforesaid agreements , Beneficiary, with the prior
written consent of the Bank , may , but shall be under no obligation
to, after seven ( 7 ) business days notice (or without notice in
case of an emergency) , and without waiving or releasing Trustor
from any of the Obligations :
( a) make any payments thereunder payable by
-21-
Trustor and take out, pay for and maintain any of the insurance
policies provided therein, and/r -
(b) perform any such other acts thereunder on
the part of Trustor to be performed , and enter upon the Property
for such purpose. The making by Beneficiary of such payment out
of 8eneficiary' s own funds shall not, however, be deemed to cure
any such default, and the same shall not be so cured unless and
until Trustor shall have reimbursed Beneficiary for such payment.
All sums so paid and all reasonable costs and expenses incurred
and paid by Beneficiary in connection with the performance of
any such act, gogether with interest on unpaid balances thereof
at the Interest Rate from the respective dates of Beneficiary' s
making of each such payment, shall be added to the principal of
the Indebtedness , shall be secured by the Security Documents and
by the lien of this Deed of Trust, prior to any right , title or
interest in or claim upon the Trust Estate or the Property
attaching or accruing subsequent to the lien of this Deed of
Trust , and shall be payable by Trustor to Beneficiary on demand.
5. 7 Remedies Cumulative. All remedies of Beneficiary
provided for herein are cumulative and shall be in addition to
any and all other rights and remedies provided in the other Loan
Documents , or provided by law , including any banker' s lien and
right of offset, all such remedies to be exercised with the
prior written consent of the Bank. The exercise of any right or
remedy by Beneficiary hereunder shall not in any way constitute
a cure or waiver of default hereunder or under the Loan Documents ,
or invalidate any act done pursuant to any notice of default, or
-2 2-
prejudice Beneficiary in the exercise of any of its rights here-
under or under the other Loan Documents iiless , in the exercise
of said rights, Beneficiary realizes all the Indebtedness.
ARTICLE 6
Security Agreement
6.1 Grant of Security Interest. Trustor also hereby
grants to the Beneficiary a security interest in all of Trustor' s
right , title and interest now owned or hereafter acquired in and
to the following property (hereinafter collectively referred to
as "Collateral" ) now or hereafter affixed to, located on or at
the Property , or used in connection with the operation of the
Property or the Improvements and all the proceeds of such Property
all machinery, equipment, engines, appliances and fixtures for
generating or distributing air, water , heat , electricity , light,
fuel or refrigeration, or for ventilating or sanitary purposes,
or for the exclusion of vermin or insects , or for the removal
of dust, refuse or garbage ; all wallbeds, wall safes, built-in
furniture and installations , shelving , lockers, partitions ,
doorstops, vaults , motors , elevators, dumbwaiters , awnings,
window shades, venetian blinds , light fixtures , fire hoses and
brackets and boxes for the same, fire sprinklers, alarm systems,
draperies , drapery rods and brackets , mirrors, mantles , screens,
linoleum, carpets and carpeting , plumbing , bathtubs , sinks ,
bagins , pipes , faucets, water closets , laundry equipment, washers,
dryers, ice boxes, refrigerators , heating units, stoves , ovens ,
ranges , dishwashers , disposals, water heaters , incinerators,
furniture , fixtures and furnishings , communication systems , all
specially designed installations and furnishings and all of
-23-
said articles of property , all building materials , supplies and
equipment now or hereafter delivered to the Proper °:y, including ,
without limitation, all property referred to in Exhibit B
attached hereto and incorporated herein by this reference , and
wood walking decks and security gates, all security and cleaning
deposits collected from any tenants or lessees of any part of
the Property, all deposits collected from purchasers pursuant to
contracts for sale of the Property or any portion of the Property ,
and , sub3ect to the other provisions of this Deed of Trust , ( i )
all proceeds of any fire and/or builders risk insurance policy ,
or of any policy insuring the Property ( and the contents of the
Improvements) against any other perils, ( ii ) all awards made in
eminent domain proceedings , or purchase in lieu thereof , made
with respect to the Trust Estate or the Property , and ( iii ) any
compensation , award or payment or relief given by any governmen-
tal agency or other source because of damage to the Property
resulting from earthquake, flood , windstorm or any emergency or
any other event and circumstance ; the specific enumerations
herein not excluding the general ; together with all additions
to, substitutions for , changes in or replacements of the whole
or any part of said articles of property, together with all
contract rights of Trustor in construction contracts , bonds ,
agreements for purchase and sale of the Property, all policies
of -insurance arising out of the improvement or ownership of the
Property, and all accounts , contract rights , chattel paper ,
instruments , general intangibles and other obligations of any
kind now or hereafter existing arising out of or in connection
with the operation or development of the Property , all rights
-24-
now or hereafter existing in and to all security agreements,
leases , and other contracts securing or otherwise relating --o
any such accounts, contract rights , chattel paper , instruments,
general intangibles or obligations , all causes of action and
recoveries now or hereafter existing for any loss or diminution
in value of the Property and all proceeds of any and all of the
foregoing Collateral and , to the extent not otherwise included,
all payments under insurance (whether or not the Beneficiary is
the loss payee thereof ) , or any indemnity, warranty or guaranty,
payable by reason of loss or damage to or otherwise with respect
to any of the foregoing Collateral , but excluding any trade
fixtures and tenant improvements located on the Property and
not owned by Trustor , provided that such trade fixtures and/or
such tenant improvements are removed from the Property within
thirty ( 30) days from the expiration of the lease with any tenant
owning such trade fixtures and/or such tenant improvements.
6. 2 Remedies. This Deed of Trust constitutes a
security agreement with respect to the Collateral in which the
Beneficiary is hereby granted a security interest and the Bene-
ficiary shall have all of the rights and remedies of a secured
party under the California Commercial Code as well as all other
rights and remedies available at law or in equity all such reme-
dies to be exercised with the prior consent of the Bank. The
Trustor hereby agrees to execute and deliver on demand and hereby
irrevocably constitutes and appoints the Beneficiary, the
attorney-in-fact of Trustor , to execute , deliver and , if appro-
priate, to file with the appropriate filing officer or office
such security agreements, financing statements , continuation
-25-
statements or other instruments as the Beneficiary may request
or require in order to impose , perfect or continue the perfection
of the lien or security interest created hereby. Upon the occur-
rence of any Event of Default hereunder ( taking into account any
applicable period of grace or to cure) , the Beneficiary, with
the prior written consent of the Bank, shall have the right to
cause any of the Collateral which is personal property to be
sold at any one or more public or private sales as permitted by
applicable law, and the Beneficiary shall further have all other
rights and remedies , whether at law, in equity, or by statute as
are available to secured creditors under applicable law, and the
Beneficiary shall further have all other rights and remedies,
whether at law, in equity, or by statute as are available to
secured creditors under applicable law, all such remedies to be
exercised with the prior written consent of the Bank. Any such
disposition may be conducted by an employee or agent of the
Beneficiary of the Trustee. Any person, including Trustor,
Beneficiary and the Bank, shall be eligible to purchase any part
or all of such Collateral at any such disposition.
6 . 3 Expenses. Expenses of retaking , holding ,
preparing for sale , selling or the like shall be borne by Trustor
and shall include the Beneficiary' s and the Trustee ' s attorneys'
fees and legal expenses as provided in the Letter of Credit and
Reimbursement Agreement dated as of May 1 , 1984 between the
Bank and the City. Trustor upon demand of the Beneficiary ,
with the prior written consent of the Bank, shall assemble such
Collateral and make it available at the Property, a place which
is hereby deemed to be reasonably convenient to the Beneficiary,
-26-
the Bank and Trustor. The Beneficiary shall give Trustor and the
Bank at least ten ( 10 ) days prior written notice of the time and
place of any public sale or other disposition of such Collateral
or of the time of or after which any private sale or any other
intended disposition is to be made, and if such notice is sent to
Trustor in the manner provided for the mailing of notices herein,
it is hereby deemed such notice shall be and is reasonable notice
to the Trustor.
ARTICLE 7
Assignment of Leases
7 . 1 Leases. As additional security, Trustor shall ,
upon request by Beneficiary, give such further written assignments
of the lessor' s interest in any or all leases and the rentals due
thereunder and Trustor' s interest in any or all agreements,
contracts , licenses and permits affecting the Land and the Property
and all security for the performance of such leases as Beneficiary
or Trustee requires , such assignments to be made by instruments
in form satisfactory to Beneficiary and Bank; but no such assign-
ment shall be construed as a consent by Beneficiary to any lease,
agreement, contract, license or permit so assigned , or to impose
upon Beneficiary any obligations with respect thereto.
Trustor shall not cancel any of the leases now or
hereafter assigned to Beneficiary pursuant to this Article 7 ,
including the Lease , or terminate or accept a surrender thereof ,
or reduce the amount of rent thereunder, or modify any of said
leases or accept any prepayment of rent thereunder (except any
-27-
mount, not exceeding two ( 2 ) month' s rent, which may be required
to be prepaid by the terms of any such lease) without first
obtaining on each occasion , the written approval of Beneficiary
and Bank, unless such cancellation or termination is as to tenant
activities in the ordinary course of management of the Property.
7. 2 Performance by Trustor. Trustor shall perform
each and every obligation of the landlord under each of the leases
now or hereunder assigned to Beneficiary pursuant to this Article 7.
ARTICLE 8
Miscellaneous
8 . 1 Successor Trustee. Beneficiary , with the prior
written consent of the Bank , may remove Trustee or any successor
trustee at any time or times and appoint a successor trustee by
recording a written substitution in the county where the Property
is located , or in any other manner permitted by law. Upon that
appointment, all of the powers , rights and authority of Trustee
will immediately become vested in such successor.
8. 2 Change of Law. In the event of the passage,
after the date of this Deed of Trust, of any law deducting from
the value of the Property, for the purposes of taxation, any
lien thereon, or changing in any way the laws now in force for
the taxation of mortgages , deeds of trust , or debts secured by
mortgage or deed of trust ( other than laws imposing taxes on
income ) , or the manner of the collection of any such taxes on
income , or the manner of the collection of any such taxes so as
to affect materially and adversely the rights of Beneficiary or
the Bank under this Deed of Trust, the Indebtedness shall become
-28-
due and payable at the option of Beneficiary, with the prior
written consent of the Bank , exercised by thirty (30 ) days notice
to Trustor unless Trustor , within such thirty ( 30) day period ,
shall , if permitted by law, assume the payment of any tax or other
charge so imposed upon Beneficiary or the Bank for the period
remaining until full payment by Trustor of the Indebtedness.
8. 3 No Waiver. No waiver by Beneficiary of any
default or breach by Trustor hereunder shall be implied from
any omission by Beneficiary to take action on account of such
default if such default persists or is repeated , and no express
waiver shall affect any default other than the default in the
waiver and such waiver shall be operative only for the time and
to the extent therein stated. Waivers of any covenant , term or
condition contained herein shall not be construed as a waiver
of any subsequent breach of the same covenant, term or condition.
The consent or approval by Beneficiary to or of any act by
Trustor requiring further consent or approval shall not be
deemed to waive or render unnecessary the consent or approval
to or of any subsequent similar act. The Beneficiary shall not
waive any default , breach , covenant , term or condition without
first securing the written consent of the Bank to such waiver.
8. 4 Abandonment. Sub3ect to such chattel mortgages,
security agreements , or other liens on title as may exist thereon
wi£h the consent of Beneficiary and the Bank , or any provided for
herein, any and all Personalty that upon foreclosure of the
Property is owned by Trustor and is used in connection with the
operation of the Property shall be deemed at the option of Benefi-
ciary , with the prior written consent of the Bank , to have become
-29-
on such date a part of the Property and abandoned to Beneficiary
in its then condition.
8. 5 Notices. All notices, advices, demands , requests,
consents , statements , satisfactions, waivers , designations ,
refusals , confirmations or denials that may be required or other-
wish provided for or contemplated under the terms of this Deed
of Trust for any party to serve upon or give to any other shall ,
whether or not so stated , be in writing , and if not so in writing
shall not be deemed to have been given , and be either personally
served or sent with return receipt requested by registered or
certified mail with postage ( including registration or certifica-
tion charges) prepaid in a securely enclosed and sealed evenlope:
( i ) If to Trustor,
Redevelopment Agency of the
City of Huntington Beach
2000 Main Street
Huntington Beach, California 92648
Attention: Chief Executive Officer
( 11 ) If to Trustee ,
First American Title Insurance Company
114 East Fifth Street
P. O. Box 267
Santa Ana, California 92701
( iii ) If to Beneficiary ,
First Interstate Bank of California
707 Wilshire Boulevard
Los Angeles, California 90017
Attention: Corporate Trust Department
( iv) If to Bank ,
Golden State Sanwa Bank
8000 East Valley Boulevard
Rosemead , California 91770
Attention: Financial Services Division
-30-
Any party hereto may designate any other address for receipt of
such notice by written notice to Trustor and Trustee .
Any matter so served upon or sent to Beneficiary,
Trustee , the Bank , or Trustor in the manner aforesaid shall
be deemed sufficiently given for all purposes hereunder on the
second day following the date the same was deposited in a United
States Post Office, except that notices of changes of address
shall not be effective until actual receipt.
8. 6 Survival. The covenants and agreements herein
contained shall bind and inure to the benefit of Beneficiary,
Trustor and Bank and their successors and assigns. It is agreed
the Beneficiary may assign , or grant a participation in, to any
oen or more lenders , free from any right of counterclaim, recoup-
ment or setoff by Trustor, Beneficiary' s rights and obligations
in whole or in part under the Loan Documents.
8.7 Severability. If any provision hereof should be
held unenforceable or void , in whble or in part, then such unen-
forceable or void provision or part shall be deemed severable
from the remaining provisions and shall in no way affect the
validity of this Deed of Trust.
8. 8 References to Foreclosure . References hereto to
"foreclosure" and related phrases shall be' deemed references to
the appropriate procedure in connection with Trustee' s private
power of sale as well as any 3udicial foreclosure proceeding .
8. 9 Joinder of Foreclosure. Should Beneficiary hold
any other or additional security for the payment of any Indebt-
edness or performance of any Obligation , its sale or foreclosure ,
upon any default in such payment or performance, in the sole
-31-
discretion of Beneficiary , may be prior to, subsequent to, or
3oined or otherwise contemporaneous with any sale or foreclosure
hereunder. In addition to the rights herein specifically con-
ferred, Beneficiary , at any time and from time to time , may
exercise any right or remedy now or hereafter given by law to
beneficiaries under deeds of trust generally , or to the holders
of any obligations of the kind hereby secured.
8. 10 Rights of Beneficiary and Trustee. At any time
or from time to time , with3out liability therefore and without
notice , and without releasing or otherwise affecting the liability
of any person for payment of any Indebtedness , ( a) Beneficiary,
with the prior written consent of the Bank , at its discretion
and only in writing may extend the time for, or release any
Person now or hereafter liable for, payment of any or all such
Indebtedness , or accept or release additional security therefor ,
or subordinate the lien or charge hereof , or (b) Trustee upon
written request of Beneficiary, the prior written consent of the
Bank and presentation of this Deed of Trust for endorsement may
reconvey any part of the Trust Estate and/or the Property, consent
to the making of any map or plat thereof , 3oin in granting any
easement thereon, or 3oin in any such agreement of extension of
subordination. Upon written request of Beneficiary, the prior
written consent of the Bank and surrender of this Deed of Trust
to -Trustee for cancellation , and upon payment to Trustee of its
fees and expenses, Trustee shall reconvey without warranty the
then trust property. The recitals in any reconveyance shall
be conclusive proof of the truthfulness thereof and the grantee
in any reconveyance may be described as the person or persons
-32-
legally entitled thereto. "
8 . 11 Copies. Trustor will promptly give to Bene-
ficiary and the Bank copies of all notices, advices , demands,
requests, consents, statements, approvals , disapprovals , autho-
rizations, determinations , satisfactions, waivers , designations,
refusals , confirmations or denials that Trustor shall give or
receive under any agreement that Trustor covenants to perform
hereunder.
8 . 12 Governing Law. The parties expressly agree that
this Deed of Trust ( including, without limitation, all questions
regarding permissible rates of interest) shall be governed by
and construed according to the laws of the State of California.
8 . 13 Conflict of Provisions. In the event any of the
provisions of this Deed of Trust may be in conflict with any
provision of the Agreement or the Trust Agreement, the terms and
conditions of the Agreement of the Trust Agreement , respectively,
shall control.
IN WITNESS WHEREOF, the parties have caused this
instrument to be executed as of the day and year first above
written.
RED VELOPM T AGENCY O THE CITY
Approved as to Form: OF H NTINGT CH
��E�►-u.-c -f` By
City Att�oney Chair n
I�7h Z. . 4e a�0 tea✓��
1
By: Af
S ci ounsel Chie Executi e facer
Attest:
Secretary
-33-
STATE OF CALIFORNIA )
) ss.
COUNTY OF LOS ANGELES )
On this 13th day of "-y , 1984 , before me , the
undersigned , a Notary Public in and for said County and State ,
personally appeard Jack Kelly, Charles W. Thompson and Alicia M.Wentworth
known to me to be the Chairman, Chief Executive ye of f i .Pr and Clerk
of the Redevelopment Agency of the City of Huntington Beach and
known to me to be the person who executed the within instrument
on behalf of said political subdivision , and acknowledged to me
that such political subdivision executed the same pursuant to a
resolution of its governing body.
WITNESS my hand and official seal.
[Notarial Seal] /"t'o� d �t;�
Notary Public in and for sa
County and State
OFFICIAL SEAL
CONNIE A BPOCKWAY
$o = NOTAPY PUoLIC CALIFORNIA
PRINCIPL OFFICE IN
ORANGE COUNTY
MyCOMMISSION E PARES OCT 10 1985
-34-
THAT PORTION OF THE NORTH ONE-HALF OF THE NORTHEAST QUARTER OF
SECTION 35, TOWNSHIP 5 SOUTH, RANGE 11 WEST, IN THE RANCHO i LA_,
BOLAS, AS 'SHOWN ON A MAP RECORDED IN BOOK 51 , PAGE 13 OF
MISCELLANEOUS MAPS, RECORTS OF ORANGE COUNTY, CALIFORNIA, AND THAT
PORTION OF BLOCK E AND B! iCF A OF TRACT N!�. 172 AS SHOWN ON A MAP
RECORDED IN BOC F 12, PAS L S 21 AND 22 OF ':AID MISCELLANEOUS MAPS,
AND PORTIONS OF BLOCKS C AND D OF TRACT NO. 57�� AS 'SHOWN ON A MAP
RECORDED IN BOOI 10, PAGE 41 OF MISCELLANEOUS MAPS, DESCRIBED AS A
WHOLE AS FOLLOWS:
BEGINNING AT THE NORTHWEST CORNER OF LOT NO. 1 OF SAID BLOC k E;
THENCE ALONG THE WEST LINE OF SAID LOT NO. 1 , SOUTH 0 DEGREES 44
14" EAST 20. 00 FEET TO THE TRUE POINT OF BEGINNING, SAID POINT
BEING ON A LINE PARALLEL WITH AND 50. 00 FEET SOUTH, MEASURED AT
RIGHT ANGLES FROM THE CENTERLINE OF TALBERT AVENUE, AS SAID
CENTERLINE I'S SHOWN ON 'SAID MAP OF TRACT NO. 172; THENCE ALONE; SAID
PARALLEL LINE, NORTH 80 DEGREES 09 ' 30" EAST 90. 44 FEET TO THE
BEGINNING OF A TANGENT CURVE CONCAVE SOUTHWESTERLY AND HAVING A
PAD T HS OF =O. 50 FEET; THENCE SOUTHEASTERLY ALONG SAID CURVE,
THROUGH A CENTRAL ANGLE OF 88 DEGREES 27 ' 37" , AN ARC_ DISTANCE
OF 60. 98 FEET TO THE BEGINNING OF A REVERSE CURVE CONCAVE
NORTHEASTERLY AND HAVING A RADIUS OF 240. 00 FEET; THENCE
SOUTHEASTERLY ALONG SAID CURVE, THROUGH A CENTRAL ANGLE OF 30
DEGREES 10 ' 16" , AN ARC DISTANCE OF 126. 38 FEET TO THE BEGINNING OF
A REVERSE CURVE CONCAVE SOUTHWESTERLY AND HAVING A RADIUS OF 200. 00
FEET; THENCE SOUTHERLY ALONG :AID CURVE, THROUGH A CENTRAL ANGLE OF
31 DEGREES 40 00" , AN ARC DISTANCE OF 111 . 06 FEET TO A POINT ON
THE EAST LINE OF LOT NO. 69 OF SAID BLOCK A; THENCE CONTINUING
ALONG, SAID EAST LINE OF LOT 61 AND THE EAST LINE OF LOTS 75, 81 ,
87, 93, TO AND 105 OF SAID BLOCK A, 'SOUTH 172. 94 FEET TO THE
NORTHWEST CORNER OF LOT 112 OF SAID BLOCK A; THENCE ALONG THE NORTH
LINE OF 'SAID LOT 112, NORTH 89 DEGREES 10' 26" EAST 49. 00 FEET To
THE NORTHEAST CORNER OF SAID LOT 112; THENCE ALONG THE EAST LINE OF
LOTS 112, 118, 124, 130, 136, 142 AND 14S OF SAID BLOCK A, SOUTH 0
DEGREES 49 10" EAST 172. 91 FEET TO THE SOUTH LINE OF SAID TRACT
N O. 172, SAID 'SOUTH LINE ALSO BEING THE NORTH LINE OF TRACT NO.
8197 AS SHOWN ON A MAP RECORDED IN BOOK 452, PAGES 42 THROUGH 48
INCLUSIVE OF SAID MISCELLANEOUS MAPS; THENCE ALONG SAID NORTH LINE,
SOUTH 89 DEGREE 10 ' 50" WEST 245. 00 FEET TO THE WEST LINE OF SAID
TRACT NO. 8157, SAID WEST LINE ALSO BEING THE EAST LINE OF BLOCK D
OF TRACT NO. 570 Ai SHOWN ON A MAP RECORDED IN BOC it 19, PAGE 41 OF
SAID MISCELLANEOUS MAPS; THENCE ALONE_, SAID EAST LINE, SOUTH 0
DEGREES 44 ' 14" EAST 70. 00 FEET TO A POINT BEING NORTH 0 DEGREES
44 ' 14" WEST 589. 52 FEET FROM THE SOUTHEA IT CORNER IRNER i�F '_AID BLOCK U;
THENCE ?OUTH 89 DEGREE'S 15 46" WELT Sm. ?6 FEET; THENCE NORTH 57
DEGREES 12 51 " WEST 146. Q3 FEET; THENCE NORTH 32 DEGREES 47 iram"
EAST 112. 00 FEET TO A LINE PARALLEL WITH AND 150. 00 FEET WEST,
MEASURED AT RIGHT ANGLES FROM THE WEST LINE OF 'SAID TRACT NO. 172;
THENCE ALONG: SAID PARALLEL LINE, NORTH 0 DEGREES 44 14" WEST
2:5. 0v FEET TO THE NORTH LINE OF THE SOUTH ONE-HALF OF THE EAST
ONE-HALF OF THE NORTHEAST OTARTER OF THE NORTHWEST QUARTER OF THE
NORTHEAST OUARTER OF SAID SECTION 35; THENCE ALONG SAID NORTH LINE,
NORTH DEGREES 1 n ' 10" EAST 15��. 00 FEET TO THE WEST LINE OF SAID
;TRACT NO. 172; THENCE NORTH 0 DEGREES 44 14" WEST ALONG SAID WEST
'LINE, 270. 76 FEET TO THE TRUE POINT OF BEGINNING.
EXHIBIT "A'
E XC EFT I NC, THEREFROM, LOTS 1 AND 1 IN BLCIC k A �iF =AID TRACT NO.
172.
AL:-0 EXCEPTINC THEREFROM, ALL C L, GAS- , AND OTHER HYDROCARBCIN
=_IB_•TANj:E3, IN, i iN CIR UNDER SA i, i LAND, A'. RE:-,ER`JED AND GRANTED IN
DEED,-: i�F REC oRii.
EXHIBIT "A"
All of Trustor' s right , titlt and interest now owned
or hereafter acquired in and to the following property (here-
after collectively referred to as "Collateral" ) now or here-
after affixed to, placed upon , or used in connection with the
operation of that certain real property described in Exhibit A
hereto ( the "Property" ) and incorporated herein by this reference
or the improvements on the Property and all the proceeds of
such property: all machinery , equipment , engines , appliances
and fixtures for generating or distributing air , water , heat ,
electricity , light , fuel or refrigeration , or for ventilating or
sanitary purposes , or for the exclusion of vermin or insects , or
for the removal of dust , refuse or garbage ; all wallbeds, wall
safes, built-in furniture and installations , shelving , lockers ,
partitions , doorstops , vaults , motors , elevators , dumbwaiters ,
awnings , window shades , venetian blinds , light fixtures, fire
hoses and brackets and boxes for the same , fire sprinklers,
alarm systems , draperies , drapery rods and brackets , mirrors ,
mantles , screens , linoleum, carpets and carpeting , plumbing ,
bathtubs , sinks , basins , pips , faucets , water closts , laundry
equipment, washers , dryers , ice boxes , refrigerators , heating
units , stoves , ovens , ranges, dishwashers , disposals , water
heaters , incinerators , furniture , fixtures and furnishings,
communications systems , all specially designed installations and
furnishings and all of said articles of property , all building
materials , supplies and equipment nor or hereafter delivered to
the Property , all security and cleaning deposits collected from
EXHIBIT "B"
any tenants or lessees of any part of the Property, all deposits
collected from purchasers pursuant to contracts for sale of the
Property or any portion of the Property, and , s,�D3ect to the
provisions of that certain Deed of Trust covering the Property
securing the obligations of Trustor, ( 1) all proceeds of any
fire and/or builders risk insurance policy , or of any policy
insuring the Property ( and the contents of the improvement therein)
against any other perils, ( ii ) all awards made in eminent domain
proceedings , or purchased in lieu thereof , made with respect to
the Property and ( iii ) any compensation , award of payment or
relief given by any governmental agency or other source because
of damage to the Property resulting from earthquake, flood ,
windstorm or any emergency or any other event and circumstance
( the specific enumerations herein not excluding the general ) ;
together with all additions to, substitutions for, changes in
or replacements of the whole or any part of said articles of
property together with all contract rights of the Debtor in
construction contracts, bonds , agreements for purchase and sale
of the Property, all policies of insurance arising out of the
improvement or ownership of the Property , all present and future
agreements pertaining to the operation of the Property or the
conversion of the improvements to condominiums , and all accounts ,
contract rights, chattel paper, instruments , general intangibles
and other obligations of any kind now or hereafter existing ,
arising out of or in connection with the operation or development
of the Property , all rights now or hereafter existing in and to
all security agreements , leases, and other contracts securing or
otherwise relating to any such accounts , contract rights, chattel
EXHIBIT "B"
papers, instruments, general intangibles or obligations , all
causes of action and recoveries now or hereafter existing for
any loss or diminution in value of the Property, and all proceeds
of any and all of the foregoing Collateral and , to the extent
not otherwise included , all payments under insurance (whether or
not Secured Party is the loss payee thereof ) , or any indemnity ,
warranty or guaranty, payable by reason of loss or damage to or
otherwise with respect to any of the foregoing Collateral , but
excluding any and all trade fixtures and tenant improvements
located on the Property and not owned by the Debtor, provided
that such trade fixtures and/or such tenant improvements are
removed from the Property within thirty (30 ) days after the
expiration of the lease with any tenant owing such trade fixtures
and/or such tenant improvements.
s
EXHIBIT "B"
- � �e�amefa
THE CITY OF HUNTINGTON BEACH
The document you are viewing
contains additional information
that is not possible to produce
electronically . For information on
how to locate this document for
viewing , please contact or visit the
City Clerk's Office for assistance .
2000 Main Street
2nd Floor — City Hall
Huntington Beach CA 92648
(714) 536-5227
$4, 600, 000
CERTIFICATES OF PARTICIPATION
(Emerald Cove Senior Citizens Housing Project)
Evidencing a Proportionate Interest of the
Owner Thereof in Lease Payments to be made
by the City of Huntington Beach, California
to the Redevelopment Agency of the City of
Huntington Beach, California
CONTRACT OF PURCHASE
Mav 31 , 1984
Ladies/Gentlemen:
We the undersigned underwriters (the "Underwriters") ,
hereby offer to enter into this Contract of Purchase with
You, First Interstate Bank of California, a California
banking corporation (the "Trustee" ) , for the purchase by the
Underwriters and the execution and delivery by you of the
Certificates of Participation (Emerald Cove Senior Citizens
Housing Project) specified below. This offer is made
subject to acceptance by the Trustee prior to 9: 00
o°clock A.M. , Local Time, on the date hereof, and upon such
acceptance this Contract of Purchase shall be in full force
and effect in accordance with its terms and shall be binding
upon both the Trustee and the Underwriters. All terms not
defined herein shall have the meanings set forth in the
Official Statement hereinafter mentioned.
1. Upon the terms and conditions and upon the basis
of the representations herein set forth, in the City of
Huntington Beach (the "City" ) Letter of Representation dated
the date hereof and executed and delivered by the City and
attached hereto as a Exhibit A (the "City Letter of
Representation") , and the Redevelopment Agency of the City
of Huntington Beach (the "Agency") Letter of Representation,
dated the date hereof and executed and delivered by the
Agency and attached hereto as Exhibit B (the "Agency Letter
. 1
of Representation") the Underwriters hereby agree to
purchase from you and you hereby agree to sell to the
Underwriters all (but not less than all) of the 84 , 600,000
aggregate principal amount of the Certificates of
Participation (Emerald Cove Senior Citizens Housing Project)
(the "Certificates") to be dated June 1 , 1984 (and more
fully described in the Official Statement hereinafter
mentioned) , at an aggregate purchase price of 84 , 473,500
plus interest accrued thereon to the date of Closing
referred in Section 6 hereof. Each Certificate evidences a
proportionate interest of the owners thereof in Lease
Payments to be paid by the City as the rental price for the
Emerald Cove Senior Citizens Housing Project pursuant to the
Lease Agreement (the "Lease") , dated as of May 1 , 1984
between the City and the Agency. The Agency' s right to
receive the Lease Payments and to exercise remedies upon an
Event of Default have been assigned to the Trustee for the
benefit of the Certificate owners pursuant to the Assignment
Agreement, dated as of Mav 1 , 1984 between the Agency and
the "_'rustee (the "Assignment" ) .
The Certificates shall be as described in, and shall be
securea unaer and pursuant to the Trust Agreement, dated as
of I!av 1 , 1984 (herein called the "Trust Agreement" ) , by and
among the ngercv, the City and the Trustee, substantially in
the form previously submitted to the Underwriters with only
such chang_as therein as shall be mutually agreed upon by the
Trustee ana tre Underwriters. The Certificates are secured
by the pease Pavments which are payable solely from
Revenues, as defined in the Trust Agreement. The
Certificates are also secured by a Deed of Trust, Assignment
of Rents and Security Agreement, entered into by the Agency,
the Trustee name therein, as beneficiary, dated as of May 1 ,
1984 (the "Deer', of Trust" ) which grants a first lien on and
a security interest in the Project, defined in the Trust
Agreement.
The Certificates are further secured by a Letter of
Credit (the "Letter of Credit") , dated June 19, 1984 , issued
by Golden State Sanwa Bank (the "Bank") pursuant to a Letter
of Credit and Reimbursement Agreement (the "Reimbursement
Agreement" ) , dated as of May 1, 1984 , between the City and
the Bank. The Trustee is authorized to draw on the Letter
of Credit an amount sufficient to pay the principal of the -
Certificates. The Letter of Credit will be confirmed by The
Sanwa Bank, Limited (the "Confirming Bank") . The Bank is a
wholly owned subsidiary of the Confirming Bank.
2. You shall deliver or cause to be delivered to the
Underwriters promptly after your acceptance hereof, two
l
2
. 1
copies of the Preliminary Official Statement dated May 14 ,
1984 and the Official Statement dated May 31 , 1984 relating
to the Certificates approved for distribution by respective
resolutions of the City and the Agency (the Preliminary
Official Statement and the Official Statement, including the
cover pages , the appendices thereto and all information
incorporated therein by reference is hereinafter referred to
as the "Official Statement" , except that if the Official
Statement has been amended between the date thereof and the
date of Closing referred to in Section 6 hereof, the term
"Official Statement" shall refer to the Official Statement
as so amended) . The Underwriters agree that they will not
confirm the sale of any Certificates unless the confirmation
of sale is accompanied or preceded by the delivery of a copy
of the final Official Statement.
3 . The Trustee , subiect to the limitations provided
herein, warrants, represents to and agrees with the
Underwriters that:
(a) The Trustee is, and will be at the date of
Closing, duly organized and existing as a California
banking corporation in good standing under the laws of
California having the full power and authority to enter
into and perform its duties under the Trust Agreement,
the Assignment, the Deed of Trust and this Contract of
Purchase and to deliver the Certificates to the
Underwriters pursuant to this Contract of Purchase.
(b) The Trustee is duly authorized to enter into
the Trust Agreement, the Deed of Trust, the Assignment
and the Contract of Purchase and when the Trust
Agreement and the Contract of Purchase are duly
executed and delivered by the respective parties
thereto, to deliver the Certificates to the
Underwriters pursuant to the terms of the Trust
Agreement and this Contract of Purchase, and, when
executed and delivered by the respective parties
thereto, the Trust Agreement, the Deed of Trust, the
Assignment and this Contract of Purchase will
constitute valid and binding limited obligations of the
Trustee in accordance with their respective terms.
(c) In the opinion of the undersigned no consent,
approval , authorization or other action by any
governmental or regulatory authority having
jurisdiction over the Trustee that has not been
obtained is or will be required for the execution and
delivery of the Certificates or the consummation by the
3
Official Statement or the exemption from taxation as
set forth herein.
(f) Sub3ect to the provisions of the Trust
Agreement, the Trustee will apply the proceeds from the
Certificates to the purposes specified in the Trust
Agreement.
(g) The Trustee agrees to cooperate with the
Underwriters and their counsel in endeavoring to
qualify the Certificates for offering and sale under
the securities or Blue Sky laws of such 3urisdictions
of the United States as the Underwriters may request;
provided, however, that the Trustee will not be
required to execute a special or general consent to
service of process or qualify as a foreign corporation
in connection with any such aualification in any
jurisdiction in which it is not now so sub3ect. _
The execution and delivery of this Contract of Purchase
by the Trustee shall constitute a representation by the
Trustee to the City, the Agency and the Underwriters that
the representations and warranties contained in this
Paragrapn 3 are true as of the date hereof; provided,
however, that it is specifically understood and agreed that
the Trustee mazes no representations or warranties as to the
financial position or business condition of the Agency, the
City or any other party to the agreements or instruments
described herein and does not represent or warrant in any
respect as to any of the statements, information (financial
or otherwise) , action taken or to be taken, representations
or certifications furnished, or to be made and furnished, by
the Agency, the City or any other parties to the agreements
or instruments described herein in connection with the
execution and delivery of the Certificates or any such
statements or information (financial or otherwise) contained
in the Preliminary Official Statement or the Official
Statement; and provided further that no director, officer or
employee of the Trustee shall be individually liable for the
breach of any representation or warranty made by the Trustee
in this Paragraph 3.
4. The City represents , warrants and covenants to the
Underwriters that:
(a) The City is a municipal corporation and
Political subdivision of the State of California
organized and operating pursuant to its charter and the
Constitution and laws of the State of California and
has all necessary power and authority to enter into and
5
M �
perform its duties under the Lease', the Trust
Agreement, the Reimbursement Agreement and this
Contract of Purchase and, when executed and delivered
by the respective parties thereto, the Lease Agreement,
the Trust Agreement, the Deed of Trust, the
Reimbursement Agreement, and this Contract of Purchase
will constitute legal, valid and binding obligations of
the City in accordance with their respective terms.
(b) The execution and delivery of this Contract
of Purchase, the Trust Agreement, the Lease, the
Reimbursement Agreement and compliance with the
provisions thereof, will not conflict with, or
constitute a breach of or default under, the City' s
duties under said documents or any law, administrative
regulation, court decree, resolution, charter, by-laws
or other agreement to which the City is sub3ect or by
which it is bound.
(c) Except as may be required under blue sky or
other securities laws of any state, there is no
consent, approval, authorization or other order of, or
filing with, or certification by, any regulatory
authority having 3urisdiction over the City required
for the issuance and sale of the Certificates or the
consummation by the City of the other transactions
contemplated by the Official Statement and this
Contract of Purchase.
(d) To the best knowledge of the City, there is
no action, suit , proceeding or investigation at law or
in equity before or by any court or governmental agency
or body pending or threatened against the City to
restrain or en3oin the issuance or delivery of the
Certificates, or the collection of the payments to be
made pursuant to the Lease, or in any way contesting or
affecting the validity of this Contract of Purchase,
the Trust Agreement, the Certificates, the
Reimbursement Agreement, or the Lease or contesting the
powers of the City to enter into or perform its
obligations under any of the foregoing.
(e) The information relating to the City, its
functions, duties and responsibilities contained in the -
Preliminary Official Statement as of its date was and
in the Official Statement is true and correct in all
material respects and such information does not contain
any untrue or misleading statement of a material fact
or omit to state any material fact necessary to make
the statements therein, in the light of the
6
l
circumstances under which they were made, not
misleadinq.
(f) The City agrees to cooperate with the
Underwriters in endeavoring to qualify the Certificates
for offering and sale under the securities or blue sky
laws of such jurisdictions of the United States as the
Underwriters may request.
(g) The City covenants that it will not take any
action which would cause interest on the Certificates
to be subiect to Federal income taxation.
5. The Agency represents, warrants and covenants to
the Underwriter that:
(a) The Agency is a public body cortorate and
politic duly organized and existing pursuant to the
laws of the State of California and has all necessary
power and authority to enter into and perform its
duties under the Lease, the Assignment, the Trust
Agreement, the Deed of Trust and this Contract of
Purchase and, when executed and delivered by the
respective parties thereto, the Lease Agreement, the
Deea of Trust, the Assignment, and this Contract of
Purchase will constitute legal, valid and binding
obliaations of the Agency in accordance with their
resT,ective terms.
(b) The execution and delivery of this Contract
of Purchase , the Lease, the Deed of Trust, the Trust
Agreement, the Assignment and compliance with the
provisions thereof , will not conflict with, or
constitute a breach of or default under, the Agency' s
duties under said documents or any law, administrative
regulation, court decree, resolution, charter, by-laws
or other agreement to which the Agency is sub3ect or by
which it is bound.
(c) Except as may be required under blue sky or
other securities laws of any state and any applicable
building codes of the City related to the development
of the Pro3ect, there is no consent, approval,
authorization or other order of, or filing with, or
certification by, any regulatory authority having
jurisdiction over the Agency required for the issuance
and sale of the Certificates or the consummation by the
Agency of the other transactions contemplated by the
Official Statement and this Contract of Purchase.
7
(d) To the best knowledge of the Agency, there is
no action, suit, proceeding or investigation at law or
in equity before or by any court or governmental agency
or body pending or threatened against the Agency to
restrain or en3oin the issuance or delivery of the
Certificates, or the collection of the payments to be
made pursuant to the Lease, or in any way contesting or
affecting the validity of this Contract of Purchase,
the Trust Agreement, the Certificates, the Deed of
Trust, the Assignment, or the Lease or contesting the
powers of the Agency to enter into or perform its
obligations under any of the foregoing.
(e) The information relating to the Agency,
contained in the Preliminary Official Statement as of
its date was and in the Official Statement is true and
correct in all material respects and such information
does not contain any untrue or misleading statement of
a material fact or omit to state anv material fact
necessary to make the statements therein, in the light
of the circumstances under which they were made, not
misleading.
(f) The Agency agrees to cooperate with the
Underwriters in endeavoring to qualify the Certificates
for offering and sale under the securities or blue sky
laws of such 3urisdictions of the United States as the
Underwriter may request.
(g) The Agency covenants that it will not take
any action which would cause interest on the
Certificates to be sub3ect to Federal income taxation.
6. At 10 : 00 o 'clock A.M. , Local Time, on June 7,
1984, or at such other time or on such earlier or later date
as the Trustee, the Agency, the City, the Bank and the
Underwriters mutually agree upon (herein called the
"Closing") , the Trustee will deliver or cause to be
delivered to the Underwriters at the office of Jones Hall
Hill & White , San Francisco, California or such other place
as the Trustee, the Agency, the City, the Bank and the
Underwriters mutually agree upon, the Certificates in
definitive form (all of the Certificates to be printed on
lithographed or steel engraved borders) , duly executed and -
authenticated, together with the other documents hereinafter
mentioned. CUSIP identification numbers shall be printed on
the Certificates, and the failure to print such number on
any Certificate or any error with respect thereto shall
constitute cause for a failure or refusal by the
Underwriters to accept delivery of, or pay for, the
8
Certificates in accordance with the terms of this Contract
of Purchase. All expenses in relation to the printing of
CUSIP numbers on said Certificates and the CUSIP Service
Bureau charge for the assignment of said numbers shall be
paid for by the City from Certificate proceeds. The
Underwriters will accept delivery of the Certificates and
pay the purchase price thereof by certified or official bank
check or checks payable in Clearinghouse funds to the order
of the Trustee in an amount equal to the purchase price.
The Certificates will be made available for checking and
packaging not later than 12: 00 o' clock noon on the business
day prior to the Closing. In the event that temoorary
Certificates are delivered, Trustee and the Agency will
deliver definitive Certificates to us as soon after the
Closing as is reasonably possible, but in no event more than
15 days thereafter. The temporary Certificates will be made
available for checking and packaging at the above-mentioned
office one business day prior to the Closing.
7. The Underwriters have entered into this Contract
of Purchase in reliance upon the representations and
agreements of the Bank, the Conforming Bank, the Trustee
herein, the representations and warranties of the City
contained herein and in the City Letter otf Representation,
the representations and warranties of the Agency contained
herein ana in the Agency Letter of Representation, the
performance by the Trustee of its obligations hereunder,
both as of the date hereof and as of the date of Closing,
and the opinions of Counsel to the Bank and the Confirming
Bank, and the Underwriters and the Trustee have entered into
this Contract of Purchase in reliance on the representations
and warranties on the part of the Agency in the Agency
Letter of Representation and on the part of the City in the
City Letter of Representation, both dated the date hereof,
from the Agency and the City, respectively to the
Underwriter and the Trustee and on the representations made
by the Bank and the Confirming Bank in the Legal Documents.
The Underwriters ' obligations under this Contract of
Purchase are and shall be subject to the following further
conditions:
(a) at the time of Closing, this Contract of
Purchase, the Agency Letter of Representation, the City
Letter of Representation, the Trust Agreement, the
Assignment, the Reimbursement Agreement, the Letter of
Credit, the confirmation of the Letter of Credit by the
Confirming Bank, the Lease and the Deed of Trust
(collectively the "Legal Documents") all as described
in the Official Statement, shall be in full force and
effect as valid and binding agreements between or among
9
the various parties thereto and the Legal Documents and
the Official Statement shall not have been amended,
modified or supplemented except as may have been agreed
to in writing by the Underwriters , and there shall be
in full force and effect such resolutions as , in the
opinion of Jones Hall Hill & White, San Francisco,
California (herein called "Special Counsel") , shall be
necessary in connection with the transactions
contemplated hereby;
(b) at or prior to the Closing, the Underwriters
shall receive the following documents, in each case
satisfactory in form and substance to it and its
counsel:
(1) the unqualified approving opinion of
Special Counsel in substantially the form included
as Exhibit C to this Contract of Purchase, dated
the date of Closing, approving the validity of the
Certificates;
(2) a supplementary opinion of Special
Ccunsel in form and substance satisfactory to the
Underwriters, dated the date of Closing to the
effect that:
(i) the information in the Official
Statement on the cover page relating to tax
exemption, description of the Certi=lcates
and security for the Certificates and
statements under the captions "Introduction" ,
"The City" , "The Agency" , "Security for the
Certificates" , "The Letter of Credit" , "The
Certificates of Participation" , "The Absence
of Material Litigation" , "Tax Exemption" ,
"Approval of Legal Proceedings" and the
"Summary of Principal Legal Documents" are,
to the extent they relate to the City, the
Certificates and the transactions
contemplated by the Official Statement,
correct and complete to the best of their
knowledge and belief;
(11) the Legal Documents and this
Contract of Purchase have been duly
authorized, executed and delivered by the
respective parties thereto and each
constitutes a legal, valid and binding
agreement of the respective parties thereto
and are enforceable in accordance with their
10
respective terms , except as enforcement
thereof may be limited by bankruptcy,
insolvencv or other laws affecting
enforcement of creditors ' rights and by the
application of equitable principles if
equitable remedies are sought;
(iii) nothing came to such counsel ' s
attention that would lead them to believe
that the Official Statement, as of the date
thereof or the Closing, contains an untrue
statement of a material fact or omits to
state a material fact required to be stated
therein, in the light of the circumstance
under which they were made, not misleading
(except such counsel need express no view as
to financial statements and the statistical
data contained in the Official Statement) ;
(iv) the Certificates are exempt from
registration pursuant to the Securities Act
of 1933 , as amended, and the Trust Agreement
is e.,-emat from qualification as an indenture
pursuant to the Trust Agreement Act of 1939 ,
as amended;
(v) payments of Interest to the owners
of the Certificates in accordance with the
terms of the Trust Agreement will not
constitute voidable preferences under the
Federal Bankruptcy Code or other applicable
laws and regulations in the event of the
bankruptcy, insolvency, liquidation,
reorganization or similar situation of the
City or the Agency; and
(vi) the structure and marketing of the
Certificates comports with all present
Department of Treasury regulations regarding
serial and term maturities relating to the
sale of certificates of participation.
(3) an opinion of Gail Hutton, Esq. , City
Attorney for the City of Huntington Beach, dated
the date of Closing in form and substance
satisfactory to the Underwriters, to the effect
that:
(i) the City is a corporation duly
organized and validly existing under its
11
charter, the Constitution and the laws of the
State of California;
(ii) the Official Statement has been
duly approved by the City and the information
therein as to the City and the Citv' s
obligations under the Trust Agreement, the
Lease, the Reimbursement Agreement and the
Deed of Trust is correct and does not omit
any statement which, in such counsel ' s
opinion, should be included or referred to
therein;
(iii) the resolution of the City
approving and authorizing the execution and
delivery of the Trust Agreement, the Lease ,
the City Letter of Representation, the
Reimbursement Agreement and approving the
Official Statement , and this Contract of
Purchase was duly adopted at meetings of the
governing bogy of the Citv which were called
and held pursuant to law ana with all public
notice required by law and at which a quorum
was present and acting througnout;
(Iv) co the best knowledge of such
counsel, after reasonable investigation,
there is no action, suit, proceeding or
investigation at law or in equity before or
by any court, public board or body, pending
or, to the best of their knowledge,
threatened against or affecting the City,
which would adversely impact the City' s and
Agency ' s ability to complete the transactions
described in and contemplated by the Official
Statement, to restrain or enjoin the
collection of revenues pledged under the
Lease, or in any way contesting or affecting
the validity of the Trust Agreement, the
Certificates, the Lease, the City Letter of
Representation, the Reimbursement Agreement,
or the transactions relating to the Project
as described in the Official Statement
wherein an unfavorable decision, ruling or -
finding would adversely affect the validity
and enforceability of the Trust Agreement,
the Lease, the City Letter of Representation,
the Reimbursement Agreement;
12
(v) the execution and delivery of the
Trust Agreement, the Lease, the City Letter
of Representation, the Reimbursement
Agreement and the approval of the Official
Statement, and this Contract of Purchase, and
compliance with the provisions thereof, under
the circumstances contemplated thereby, do
not and will not in any material respect
conflict with or constitute on the part of
the City a breach of or default under any
agreement or other instrument to which the
City is a party or by which it is bound or
any existing law, regulation, court order or
consent decree to which the City is subject;
(vi) the Trust Agreement, the Lease, the
Citv Letter of Representation and the
Reimbursement Agreement have been duly
authorized, executed and delivered by the
City, and, assuming due authorization,
execution and delivery by the other parties
thereto, constitute legal, valid and binding
agreements of the City enforceable in
accordance with their respective terms,
excepz as the enforcement thereof may be
limited by bankruptcy, insolvencv or other
laws affecting the enforcement of creditors '
rights generally;
(vii) no authorization, approval,
consent, or other order of the State of
California or any other governmental
authority or agency within the State of
California is required for the valid
authorization, execution and delivery of the
Trust Agreement, the Lease, the City Letter
of Representation or the Reimbursement
Agreement and the approval of the Official
Statement and this Contract of Purchase; and
(viii) the Lease have been recorded and
all financing statements (including any
financing statements required to be filed
under the provisions of the California -
Commercial Code) have been duly recorded and
filed in such manner and in such place as is
required by law to establish, preserve and
protect the security interest thereby created
on all collateral specifically or generally
described in such documents as subject to
13
such security interest and under the laws in
force, and it will not be necessary_ to
rerecord any such documents except that it
will be necessary to file continuation
statements at the end of each five (5) year
period as required by the California
Commercial Code,
(4) The favorable opinion of Stradling,
Yocca, Carlson & Rauth, counsel to the Agency
dated the date of Closing, in form and substance
satisfactory to the Underwriters, to the effect
that:
(i) the Agency is a public body
corporate and politic duly organized, validly
existing and in good standing under the laws
of the State of California;
(-i) the Agency has full legal power and
adequate corporate autnority to enter into
the Trust P_areement, the Lease, the Deed of
Trust, the Assignment and the Agency Letter
of Representation, to approve this Contract
of Purchase, to own its properties and to
carr- on its business as then conducted;
(112.) the Agency Letter of Representation
has been authorized, executed and delivered
by the agency, and constitutes the valid and
binding agreement or the Agency, except as
enforceability of the indemnification
provisions thereof may be limited by
applicable securities law or public policy;
(iv) the Deed of Trust, the Trust
Agreement, the Assignment, the Agency Letter
of Representation and the Lease have been
validly authorized, executed and delivered by
the Agency and constitute valid and binding
agreements of the Agency, enforceable in
accordance with their terms, except as
enforcement thereof may be limited by
bankruptcy, insolvency or other laws -
affecting enforcement of creditors ' rights
and by the application of equitable
principles if equitable remedies are sought;
(v) the Agency has approved this
Contract of Purchase;
14
(vi) the description of the Trust
Agreement, the Lease Agreement, the
Assignment, the Pro]ect, and the Agency in
the Official Statement are correct;
(vii) except for the issuance of building
permits, zoning variances , if any, and
similar ministerial governmental approvals
associated with the construction of the
ProDect, no consent, approval , authorization
or order of any court or governmental body is
required for the consummation by the Agency
of the transactions contemplated herein
except such as have been obtained and except
such as may be required under the state
securities or Blue Skv laws in connection
with the purchase and distribution of the
Certificates by the Underwriters;
(viii) there are no legal or governmental
proceedings pending or to the best of the
knowledge and information of such counsel
threatened against the Agency which are
required to be disclosed in the Official
Statement, other than those disclosed
therein;
(ix) the execution and delivery of the
Trust Agreement, the Lease, the Assignment ,
the Agency Letter of Representation and the
Deed of Trust by the Agency and performance
by the Agency of its obligations thereunder
will not conflict with or result in a breach
of any of the terms , conditions or provisions
of any agreement or instrument to which the
Agency is a party or constitute a default
thereunder and all consents, approvals,
authorizations and orders of a governmental
or regulatory authority, if any, which are
required to be obtained by the Agency for the
consummation of the transactions contemplated
thereby or as conditions precedent to the
issuance of the Certificates have been
obtained (provided no opinion need be
expressed as to any action required under
state securities or Blue Sky Laws in
connection with the purchase or distribution
of the Certificates by the Underwriters) ; and
15
(x) nothing has come to the attention
of such counsel which would indicate that the
description of the Agency contained in the
Official Statement contains an untrue
statement of a material fact or omits to
state a material fact necessary to make the
statements therein, in the light of the
circumstances under which they were made, not
misleading.
(5) the opinion of counsel to the Trustee,
dated the date of Closing, to the effect that:
(i) the Trustee is and will be as of the
date hereof a California banking corporation
duly organized and validly existing under the
laws of California having full power and
being qualified to enter, accept and
administer the trust created under the Trust
Agreement and the Assignment, and to execute
and deliver the Certificates; and
(11) the Trust Agreement, the
Assignment, the Certificates and this
Contract of Purchase have been duly
authorized, executed and delivered by the
Trustee and the Deed of Trust has been duly
executed by the Trustee.
(6) the opinion of Brown, Wood, Ivey,
Mitcnell & Petty, San Francisco, California,
counsel for the Underwriters , dated the date of
Closing, to the effect that (a) the Certificates
are exempt from registration pursuant to the
Securities Act of 1933 , as amended, and the Trust
Agreement is exempt from qualification as an
indenture pursuant to the Trust Indenture Act of
1939, as amended; and (b) based upon examinations
which they have made, which shall be specified,
and without having undertaken to determine
independently the accuracy or completeness of the
statements contained in the Official Statement,
nothing has come to their attention which would
lead them to believe that the Official Statement -
(other than financial statements therein and
incorporated therein by reference and information
pertaining to the Bank and the Confirming Bank, as
to which no opinion need be expressed) contains an
untrue statement of a material fact or omits to
state a material fact required to be stated
16
therein or necessary to make the statements
therein, in the light of the circumstances under
,;hick thev were made, not misleading; in giving
such opinion such counsel may rely to the extent
stated therein upon the opinions of other counsel
(in giving the opinion expressed in
subparagraph (a) above, such counsel may do so in
reliance on the opinion of Bond Counsel to the
effect that the Certificates have been validly
issued and are exempt from federal income taxation
pursuant to Section 103 of the Internal Revenue
Code of 1954 , as amended, and rulings and
regulations promulgated thereunder) .
(7) the opinion of Rosen, Wachtell &
Gilbert, counsel to the Bank, dated the date of
Closing, and addressed to the Trustee and the
T'rderwriters , substantially to the effect that:
`,i) the Banx is a California banxinq
corporation, duly organized and validly
existing under the laws of the State of
California, and has full corporate rignt,
mower and authority to perform all
obligations on its part to be performed and
to take all actions required or permitted on
its part to oe taxen under the Letter of
Credit;
(ii) the setter of Credit and the
Confirming Letter of Credit has been duly
authorized, executed and delivered by the
Bank, and under California law constitutes a
valid, legal and binding obligation of the
Bank, enforceable in accordance with its
terms , except as such enforceability may be
limited by bankruptcy, insolvency, or similar
laws relating to or affecting creditors '
rights generally and such counsel need
express no opinion on the availability of any
equitable remedies;
(iii) payments of principal to the owners
of the Certificates in accordance with the
terms of and moneys drawn under the Letter of
Credit and the Confirming Letter of Credit
will not constitute voidable preferences
under the Federal Bankruptcy Code or other
applicable laws and regulations in the event
of the bankruptcy, insolvency, liquidation,
17
i
reorganization or similar situation of the
City or the Agency;
(iv) nothing has come to the attention
of such counsel which would indicate that the
information regarding the Bank contained
under the caption "Golden State Sanwa Bank"
in the Preliminary Official Statement and the
Official Statement and the information
contained under the captions "The Letter of
Credit" and "Summary of Legal Documents -
Deed of Trust and Assignment of Rents"
contains an untrue statement of a material
fact or omits to state a material fact
necessary to make the statements therein, in
the light of the circumstances under which
thev were made, not misleading; and
(v) the confirmation of the Letter of
Credit by The Sanwa Bank, Limited does not
constitute a separate security and that such
confirmation would not sub]ect the Letter of
Credit to registration under the Securities
Act of 1933.
(8) an opinion of Bronson, Bronson &
1Icuinnon, counsel to The Sanwa Bank, Limited,
addressed to the Trustee and the Underwriters,
dated the date of Closing to the effect that
W the Confirmina Letter of Credit has been duly
authorized, executed and delivered and under the
laws of Japan and constitutes a valid, binding and
legal obligation of the Confirming Bank, except as
such enforceability may be limited by bankruptcy,
insolvency, or similar laws relating to or
affecting creditors ' rights generally and such
counsel need express no opinion on the
availability of any equitable remedies;
(ii) nothing has come to the attention of such
counsel which would indicate that the information
regarding the Confirming Bank contained in the
Preliminary Official Statement and Official
Statement contains an untrue statement of a
material fact or omits to state a material fact -
required to be stated therein or necessary to make
the statements therein, in the light of the
circumstances under which they were made, not
misleading.
18
(9) a certificate, dated the date of
Closing, signed by a duly authorized official of
the City satisfactory in form and substance to the
Underwriters and counsel to the Underwriters, to
the effect that to the best of his knowledge no
litigation or proceeding is pending or threatened
against the City (a) to restrain or en]oin the
delivery of any of the Certificates or the
collection of revenues pledged under the Trust
Agreement, (b) in any way contesting the validity
of the Certificates , the Trust Agreement, the
Reimbursement Agreement, the Lease , the Deed of
Trust, the City Letter of Representation or this
Contract of Purchase, or the authority of the City
to enter into the Agreement, this Contract of
Purchase, the Lease , the Deed of Trust, the City
Letter of Representation or the Trust Agreement,
or (c) in any way contesting the powers of the
City i.z connection with anv_ action contemplated by
this Contract of Purchase;
(10) a certificate, dated the date of
Closing, signed by a duly authorized official of
the Agency satisfactory in form and substance to
the Underwriters and counsel to the underwriters ,
to the effect that to the best of his knowledge no
litigation or proceeding is pending or threatened
against the agency (a) to restrain or en]oin the
delivery of any of the Certificates or the
collection of revenues pledged under the Trust
Agreement, (b) in any way contesting the validity
of the Certificates, the Trust Agreement, the
Assignment, the Lease, the Deed of Trust, the
Agency Letter of Representation or this Contract
of Purchase, or the authority of the Agency to
enter into the Assignment, this Contract of
Purchase, the Lease, the Deed of Trust, the Agency
Letter of Representation or the Trust Agreement,
or (c) in any way contesting the powers of the
Agency in connection with any action contemplated
by this Contract of Purchase;
(11) two executed or certified copies of this
Contract of Purchase and the Legal Documents ; _
(12) two copies of the Official Statement,
with the approval thereof executed on the behalf
of the City by the Mayor of the City, on behalf of
the Agency by the Chairman of the Agency;
19
b
(13) two certified copies of the general
resolution of the Trustee authorizing the
execution and delivery of certain documents by
certain officers of the Trustee, which resolution
authorizes the execution and delivery of the
Certificates , the Trust Agreement, the Assignment,
and this Contract of Purchase and the execution of
the Deed of Trust;
(14) copies of resolutions adopted by the
City and certified by the City Clerk authorizing
the execution and delivery of the Lease, the
Reimbursement Agreement, the Deed of Trust, the
Trust Agreement and the City Letter of
Representation and the approval of this Contract
of Purchase and the Agency Letter of
Representation;
(15) conies of resolutions adopted by the
Agencv and certified by the Secretary or Assistant
Secretary of the Agency, authorizing the execution
and delivery of the Lease, the Trust Agreement ,
the Assignment and the Agency Letter of
Penresentation and rae approval of this Contract
of Purchase and the City Letter of Representation;
(16) a certificate of an authorized officer
of the Trustee , dated the date of Closing
confirming as of such date the representations and
warranties of the Trustee contained in
Paragraph 3 of this Contract of Purchase;
(17) a certificate of an authorized officer
of the City, dated the date of Closing confirming
as of such date the representations and warranties
of the City contained in this Contract of Purchase
and in the City Letter of Representation;
(18) a certificate of an authorized officer
of the Agency, dated the date of Closing
confirming as of such date the representations and
warranties of the Agency contained in this
Contract of Purchase and in the Agency Letter of
Representation;
(19) arbitrage certifications by the City and
the Agency in form and substance acceptable to
Special Counsel;
20
(20) evidence from Moody ' s Investors Service
that the Certificates have been rated AAA;
(21) a certificate of an authorized officer
of the Bank that:
(i) to the signer' s knowledge, after
reasonable investigation, the information
contained under the captions "The Letter of
Credit" and "Golden State Sanwa Bank" in the
Official Statement as of the date of the
Official Statement did not, and as amended
and supplemented to the date of the Closing
does not, contain any untrue statement of a
material fact or omit to state any material
fact required or necessary to make the
statements therein, in the light of the
circumstances under which they are madam, not
misleading in anv material respect. The Bark
confirms its prior authorization of the use
of the Preliminary Official Statement in
connection witn the offer, sale and
distribution of the Certificates;
(ii) the Banx has dulv authorized,
executed and delivered the Confirming Letter
of Credit and the Confirming Letter of Credit
is a valid and binding agreement of the Bank,
enforceable in accordance with its terms ,
except as the same may be limited by
(a) insolvency, reorganization, liquidation,
read3ustment of debt or other laws affecting
the enforcement of creditors ' rights as they
may be applied in the event of the
insolvency, reorganization, liquidation,
read3ustment of debt or similar event of the
Bank, or (b) moratorium or similar occurrence
affecting the Bank.
(22) a certificate of an authorized officer
of the Confirming Bank that:
(i) to the signer' s knowledge, after
reasonable investigation, the information -
contained under the captions "The Letter of
Credit" and "The Sanwa Bank, Limited" in the
Official Statement as of the date of the
Official Statement did not, and as amended
and supplemented to the date of the Closing
does not, contain any untrue statement of a
21
material fact or omit to state any material
`act required or necessary to make the
statements therein, in the light of the
circumstances under which they are made , not
misleading in any material respect. The
Confirming Bank authorizes the use of the
Preliminary Official Statement and Official
Statement in connection with the offer, sale
and distribution of the Certificates;
(ii) the Confirming Bank has duly
authorized, executed and confirmed the Letter
of Credit and Letter of Credit Agreement and
Reimbursement Agreement and the Letter of
Credit and the Letter of Credit Agreement and
Reimbursement Agreement are the valid and
binding agreements of the Confirming Bank,
enforceable in acccrdance witn their terms ,
except as the same may be limited by
(a) insolvency, reorganization, liquidation,
read-lustment of debt cr other laws affecting
the enforcement of creditors ' rights as they
may be applied in the event of the
insolvency, reorganization, liquidation,
read]ustment of debt or similar event of the
Confirming Bank, or (b) moratorium or similar
occurrence affecting the Confirming Bank; and
(lzi) the Confirming Bank has, to the
best of my knowledge, complied and will ,
after the date of the Official Statement and
prior_ to the termination of the offering of
the Certificates offered hereby, comply with
written requests for copies of the documents
referred to under the caption "The Sanwa
Bank, Limited" .
(23) such additional legal opinions,
certificates, proceedings, instruments and other
documents as Special Counsel and counsel for the ,
Underwriters may reasonably request to evidence
compliance by the Trustee with legal requirements,
the truth and accuracy, as of the time of Closing,
of the representations contained herein and in the
Official Statement and the due performance or
satisfaction by the Trustee, the Agency and the
City at or prior to such time of all agreements
then to be performed and all conditions then to be
satisfied.
22
a
(c) All matters relating to this Contract of
Purchase , the Certificates and the sale thereof, the
Trust agreement, the Lease, the Assignment, the Deed of
Trust, the Reimbursement Agreement, the Citv Letter of
Representation, the Agency Letter of Representation and
the consummation of the transactions contemplated by
this Contract of Purchase shall have been approved by
the Underwriters and counsel for the Underwriters, such
approval not to be unreasonably withheld.
If the conditions to the Underwriters' obligations
contained in this Contract of Purchase are not satisfied or
if the Underwriters ' obligations shall be terminated for any
reason permitted by this Contract of Purchase, this Contract
of Purchase shall terminate and neither the Underwriters nor
the Trustee shall have any further obligation hereunder. In
the event that the Underwriters fail (other than for a
reason permitted by this Contract of Purchase) to accept and
pay for the Certificates at the Closing, the amount of one
half of one percent (2%) of the principal amount of the
Certificates shall be full liquidated damages for such
failure and for any and all defaults hereunder on the part
of the Underwriters , and the acceptance of such amount shall
constitute a full release and discharge of all claims and
rights of the Trustee, the City and the Agency against the
Underwriters.
7. The Underwriters shall have the right to cancel
its obligations to purcnase cne Certificates if, between the
date hereof and the Closing:
(a) legislation shall have been enacted by the
Congress of the United States or the legislature of the
State of California or shall have been reported out of
committee or be pending in committee, or a decision
shall have been rendered b_y a court of the United
States or the Tax Court of the United States, or a
ruling shall have been made or a regulation or a
temporary regulation shall have been proposed or made
or any other release or announcement shall have been
made by the Treasury Department of the United States or
the Internal Revenue Service, with respect to Federal
or California taxation upon revenues or other income or
payments of the general character to be derived by the
City or upon interest received on obligations of the
general character of the Certificates, which in the
reasonable opinion of the Underwriters materially
adversely affects the market for the Certificates; or
23
(b) there shall exist any event which in the
reasonable opinion of the Underwriters either M makes
untrue or incorrect in any material respect any
statement or information contained in the Official
Statement or (ii) is not reflected in the Official
Statement but should be reflected therein to make the
statements and information contained therein not
misleading in any material respect; or
(c) there shall have occurred any new outbreak of
hostilities or other national or international calamity
or crisis, the effect of such outbreak, calamity or
crisis on the financial markets of the United States
being such as would make it impracticable, in the
reasonable opinion of the Underwriters, for the
Underwriters to sell the Certificates; or
(d) there shall be in force a general suspension
of trading on the New York Stock Exchange or other
minimum or maximum prices for trading shall have been
fixed and be in force, or maximum ranges -for prices for
securities shall have been required ana be in force on
the New York Stock Exchange or such other exchange,
whether by virtue of a determination by tnat Exchange
or such other exchange or by orders of the Securities
and Exchange Commission or any other governmental
authority; or
(e) a general banking moratorium shall have been
declared by either Federal, California, New York or
Japanese authorities having 3urisdiction and be in
force; or
(f) there shall be established any new
restrictions on transactions in securities materially
affecting the free market for securities (including the
imposition of any limitations on interest rates) or the
extension of credit by, or the charge to the net
capital requirements of, underwriters established by
the New York Stock Exchange, the Securities and
Exchange Commission, any other Federal or state agency
or the Congress of the United States, or by Executive
Order; or
(g) an adverse event occurs in the affairs of the
Trustee , the City or the Agency which, in the opinion
of the Underwriters, requires or has required a
supplement or amendment to the Official Statement; or
24
O
(h) the rating of the Certificates shall have
been downgraded or withdrawn by a national rating
service, which, in the Underwriters opinion, materially
adversely affects the market price of the Certificates;
or
or (i) the Bank fails to issue the Letter of Credit;
(D ) the Confirming Bank fails to validly confirm
the Letter of Credit.
8. The Trustee ' s obligations hereunder shall be
subject to the following conditions:
(a) the performance by the City and the Agency of
their obligations , to be performed hereunder at or
prior to the Closing;
(b) at or :erore the Closing, the Trustee shall
have received:
(�) executed counterparts or the Legal
Oocumenzs and this Contract of Purchase; and
(_-, ) duly executed copies of the letters ,
documents ana certificates referred to in sections
7 (b) (9 ) , 7 (b) (10) , 7 (b) (11 ) , 7 (b) (12) , 7 (b) (13) ,
7 (b) (14 ) , 7 (b) (15 ) , 7 (b) (16) , 7 (b) (17) , 7 (b) (18) ,
7 (b) (19) , 7 (b) (20) , 7 (b) (21) , 7 (b) (22) , 7 (b) (23)
and the opinicns referred to in sections 7 (b) (1) ,
7 (b) (2) , 7 (b) (3) 7 (b) (4) , 7 (b) (5) , 7 (b) (6) ,
7 (b) (7) and 7 (b) (8) .
9. After the Closing (a) the City will not adopt any
amendment of or supplement to the Official Statement to
which the Underwriters shall object in writing or which
shall be disapproved by counsel for the Underwriters and
(b) if any event relating to or affecting the Trustee, the
City or the Agency shall occur as a result of which it is
necessary, in the opinion of counsel for the Underwriters,
to amend or supplement the Official Statement in order to
make the Official Statement not misleading in the light of the circumstances existing at the time it is delivered to an
initial purchaser of the Certificates, the Trustee, the City
and the Agency will forthwith prepare and furnish to the
Underwriters a reasonable number of copies of an amendment
of or supplement to the Official Statement (in form and
substance satisfactory to counsel for the Underwriters)
25
which will amend or supplement the Official Statement so
that it will not contain an untrue statement of a material
fact or omit to state a material fact necessary in order to
make the statements therein, in the light of the
circumstances existing at the time the Official Statement is
delivered to an initial purchaser of the Certificates, not
misleading. For the purposes of this section the Trustee ,
the City and the Agency will each furnish such information
with respect to itself as the Underwriters may from time to
time request.
10. Whether or not the transactions contemplated by
this Contract of Purchase are consummated, all expenses and
costs of the Trustee incident to the performance of its
obligations in connection with the authorization, issuance
and sale of the Certificates to the Underwriters, including,
without limitation, the cost of printing or reproducing the
Certificates, the Trust Agreement, the Assignment, the Deer
of Trust, the Lease, the Reimbursement Agreement, this
Contract of Purchase, the Preliminary Official Statement and
the Official Statement and all ancillary papers , in
reasonable quantities , credit rating agency fees, the costs
of obtaining CUSIP numbers for the Certificates , fees and
expenses or Special Counsel fees and expenses for Blue Sky
and Legal Investment Survey and related services , shall be
paid from the proceeds of the Certificates, and to the
extent not so paid shall be paid by either the City or the
Agency.
11. The City and the Agency shall indemnify and hold
harmless the Underwriters and employees and each person who
controls the Underwriters within the meaning of Section 15
of the Securities Act of 1933 (such Act being herein called
the "Act" and any such person being herein sometimes called
an "Indemnified Party") , against any and all losses , claims ,
damages or liabilities, Doint or several, to which such
Indemnified Party may become subDect under any statute or at
law or in equity or otherwise, and shall reimburse any such
Indemnified Party for any legal or other expenses incurred
by it in connection with investigating any claims against it
and defending any actions , insofar as such losses , claims,
damages, liabilities or actions arise out of or are based
upon (i) an allegation or determination that the
Certificates should have been registered under the Act or the Indenture should have been qualified under the Trust
Indenture Act of 1939, as amended, or (ii) any untrue
statement or alleged untrue statement of a material fact
contained in the Official Statement (including the Appendix
thereto) , or any amendment thereof or supplement thereto, or
the omission or alleged omission to state therein a material
fact necessary to make the statements therein not
26
misleading; provided, however, that the City and the Agency
shall not be liable in any such case to the extent that any
such loss , claim, damage, liability or action arises out of,
or is based upon, any untrue statement or alleged untrue
statement of a material fact contained in that particular
part of the Official Statement, or any amendment thereof or
supplement thereto, under the captions "The City, " , "The
Agency" , "Tax Exemption" or "Underwriting" , or the omission
or alleged omission to state under any of such captions a
material fact necessary to make the statements therein not
misleading. This indemnity agreement shall not be construed
as a limitation on any other liability which the City and
the Agency may otherwise have to any Indemnified Party
provided that in no event shall the City and the Agency be
obligated for double indemnification.
An Indemnified Party shall, promptly after the receipt
of notice of the commencement of any action against such
Indemnified4 Party in respect of which indemnification may be
sought against the City and the Agency notify the City and
the Agency in writing of the commencement thereof, but the
omission to notify the City and the Agency of any sucn
action shall not relieve the City and the Agency rrom any
liability which it may have to such Indemnified Party
otherwise than under the indemnity agreement contained
herein. In case any such action shall be brought against an
Indemnified Party and such Indemnified Partv shail notify
the City and the Agency of the commencement thereof, the
City and the hgency may, or if so requested by such
Indemnified Party shall, participate therein or assume the
defense thereof, with counsel satisfactory to such
Indemnified Party, and after notice from the City and the
Agency to such Indemnified Party of an election so to assume
the defense thereof, the City and the Agency will not be
liable to such Indemnified Party under this paragraph for
any legal or other expenses subsequently incurred by such
Indemnified Party in connection with the defense thereof
other than reasonable costs of investigation; provided,
however, that unless and until City and the Agency assume
the defense of any such action at the request of such
Indemnified Party, the City and the Agency shall have the
right to participate at its own expense in the defense of
any such action. If the City and the Agency shall not have
employed counsel to have charge of the defense of any such -
action or if an Indemnified Party shall have reasonably
concluded that there may be defenses available to it or them
which are different from or additional to those available to
the City and the Agency (in which case the City and the
Agency shall not have the right to direct the defense of
such action on behalf of such Indemnified Party) , legal and
27
other expenses incurred by such Indemnified Party shall be
borne by the City and the Agency.
The City and the Agency shall not be liable for any
settlement of any such action effected without its consent
by any Indemnified Party, but if settled with the consent of
the City and the Agency or if there be a final ]udgment for
the plaintiff in any such action against the City and the
Agency or any Indemnified Party, with or without the consent
of the City and the Agency, the City and the Agency agree to
indemnify and hold harmless such Indemnified Party to the
extent provided herein.
In order to provide for just and equitable
contribution in circumstances in which the indemnification
is applicable but for any reason is held to be unavailable
from the City and the Agency, the City and the Agency and
the Underwriters shall contribute to the aggregate losses ,
claims , damages and liabilities (including anv
investigation, legal and other expenses incurred in
connection with, ana an,r amount paid in settlement of, anv
action, suit or proceeding or any claims asserted, to wnich
the City and the Agency and the Underwriters may be subDect
in such proportion so that the Underwriters are responsible
fer teat portion represented by the percentage that the
underwriting discount sez forth in the Official Statement
bears to the public offering price appearing thereon and the
City and the agency is responsible for the balance;
provided, however, that no person guilty of fraudulent
misrepresentation (within the meaning of Section 11 (f) of
the Act) shall be entitled to contribution from any person
who was not guilty of such fraudulent misrepresentation.
For purposes of this paragraph, each person, if any, who
controls an Underwriter within the meaning of the Act shall
have the same rights to contribution as such Underwriters.
Any party entitled to contribution will, promptly after
receipt of notice of commencement of any action, suit or
proceeding against such party in respect of which a claim
for contribution may be made against another party or
parties under the paragraph, notify such party or parties
from whom contribution may be sought, but the omission to so
notify such party from whom contribution may be sought shall
not relieve the party or parties from whom contribution may
be sought from any other obligation it or they may have
hereunder or otherwise than under this paragraph. No party
shall be liable for contribution with respect to any action
or claim settled without its consent.
12. Any notice or other communication to be given to
the Trustee under this Contract of Purchase may be given by
28
delivering the same in writing to First Interstate Bank of
California, 707 Wilshire Blvd. Los Angeles, California
90017, Attention: Corporate Trust Department and any such
notice or other communication to be given to the
Underwriters may be given by delivering the same to Stone &
Youngberg, One California Street, Suite 2800 , San Francisco,
California 94111 , to the attention of the Public Finance
Department and any such notice may be given by delivering
same to Golden State Sanwa Bank, 9000 East Valley Blvd. ,
Rosemead, California 91770. All notices or communications
hereunder by any party shall be given and served upon each
other party. Anv notice or communication to be given the
City or the agency under this Contract of Purchase may be
given by delivering the same to the Redevelopment Agency of
the City of Huntington Beach, 2000 Main Street,
P. O. Box 190 , Huntington Beach, California 92648 ,
Attention: Chief Executive Officer. The approval of the
Underwriters when required hereunder or the determination of
satisfaction as to any document referred to herein shall be
in writing signed by Stone & Youngberg and delivered to you.
13. This Contract of Purchase is made solely for the
benefit of the Trustee, the City, the Agency and the
Underwriters (including the successors or assigns thereof)
and no other person snail acquire or have any right
hereunder or ny virtue hereof. All representations ,
warranties and agreements of the Trustee in this Contract of
Purchase snail remain operative and in full force and effect
regardless o_` any investigation made by or on behalf of the
Underwriters and shall survive the delivery of and payment
for the Cert1ficates.
14. This Contract of Purchase may be executed by the
parties hereto in separate counterparts , each of which when
so executed and delivered shall be an original, but all such
counterparts shall together constitute but one and the same
instrument.
29
This Contract of Purchase shall be governed by the laws
of the State of California.
STONE & YOUNGBERG
KIDDER, PEABODY & CO.
Incorporated
By STONE & YOUNBERG
by 1/C al
Accepted: Partner
FIRST INTERSTATE BANK
OF CALIFORNIA
Dv
ZTitl�e �
CITY OF PrINGTON B I
f �
By
Title: City Admini trator By Title: City Clerk
REDEVELOP14ENT AGENCY OF THE CITY
OF HUNTINGTON BEACH
By '� � ti'�2-ram ��. --
Ch of xecutive Officer
By
Tit e: Agency ecretary
APProved: /
City Attorney
SS-'3/-ky Sp 41 tinsel
30
EXHIBIT A
to the
CONTRACT OF PURCHASE
CITY LETTER OF REPPESENTATION
May 31 , 1984
Stone & Youngberg
Kidder, Peabody & Co.
Incorporated
C/O Stone & Youngberg
One California Street
Suite 2800
San Francisco, California 94137
Redevelopment Agency or the
City of Huntington Beach
2000 D?ain Street
Huntington Beach, California 92648
First Interstate Bank or
California
707 Wilshire Boulevard
Los Angeles , California 90017
Ladies/Gentlemen:
The City of Huntington Beach, California (the "City") ,
and the Redevelopment Agency of the City of Huntington
Beach, Huntington Beach, California, (the "Agency" ) propose
to enter into a lease to be dated as of May 1 , 1984 (the
"Lease") . Pursuant to a Contract of Purchase, dated May 31,
1984 (the "Contract of Purchase" ) , between Stone & Youngberg
and Kidder, Peabody & Co. , Incorporated, as Underwriters
(the "Underwriters" ) , the City, the Agency and First
Interstate Bank of California, a California banking
corporation (the "Trustee" ) the Trustee will execute and
deliver $4 , 600 , 000 aggregate principal amount of
Certificates of Participation (Emerald Cove Senior Citizen
Housing Project) (the "Certificates" ) , each evidencing
proportional interests of the holders thereof in Lease
Payments to be paid by the City as the rental of the
Project, as defined in the Trust Agreement, pursuant to the
Lease (hereinafter mentioned) .
A-1
The payments under the Lease are to be pledged to
secure the payment of the Certificates. Pursuant to the
Assignment Agreement (the "Assignment" ) dated as of May 1,
1984 between the Agency and the Trustee, the Agency has
assigned its right to receive all Lease Payments under the
Lease to the Trustee. The Certificates are limited
obligations of the City payable solely from Revenues (as
such term is defined in the Trust Agreement) . The
Certificates will be executed and delivered pursuant to a
Trust Agreement dated as of May 1 , 1984 executed by and
between the City, the Agency and the Trustee (the "Trust
Agreement" ) . The Certificates are secured by the Lease
Payments, a Deed of Trust, Assignment of Rents and Security
Agreement, entered into by the Agency, and the Trustee named
therein, as beneficiary, dated as of May 1 , 1984 (the "Deed
of Trust") which grants a first lien on and a security
interest in the Project and by a Letter of Credit (the
"Letter of Credit" ) , dated June 19 , 1984 , issued by Golden
State Sanwa Bank (the "Bank" ) pursuant to a Letter of Credit
and Reimbursement Agreement (the "Reimbursement Agreement" ) ,
dated as of flay 1 , 1984 , between the City and the Ban' . The
Trustee is authorized to draw on the Letter of Credit an
amount up to $4 , 600 , 000 to pay the principal of the
Certificates. The Letter of Credit is being confirmed by
The Sanwa Banc, Limited (the "Confirming Bank" ) . The Bank
is a wholly owned subsidiary of the Confirminq Bank.
In order to induce you to enter into the Contract of
Purchase and the Agency Letter of Representation and to make
the offering and sale of the Certificates therein
contemplated, the City hereby represents , warrants,
covenants and agrees with you as follows:
(a) both at the date hereof and at the date of
Closing, the statements and information contained in
the Official Statement relating to the City, its
functions, duties and responsibilities are and will be
true, correct and complete in all material respects and
the Official Statement does not and will not omit any
statement or information which is necessary to make
such statements and information therein, in the light
of the circumstances under which they were made, not
misleading in any material respect; it being further
understood that no such representation or agreement -
shall apply to statements or information in or
omissions from the Official Statement dated May 17 ,
1984 (the "Official Statement" ) relating to the
Certificates with respect to which the Agency agrees to
indemnify the Underwriters pursuant to the Agency
Letter of Representation;
A-2
(b) the City is and will be at the date of
Closing a municipal corporation duly organized and
existing under its charter, the Constitution and laws
of the State of California with the full power and
authority to enter into the Lease, the Reimbursement
Agreement, the Contract of Purchase, the City Letter of
Representation and the Trust Agreement;
(c) by official action of the City prior to or
concurrently with the acceptance hereof, the City has
duly approved the distribution of the Preliminary
Official Statement dated Mav 14 , 1984 (the "Preliminary
Official Statement") relating to the Certificates, and
the distribution of the Official Statement, and has
duly authorized and approved the execution and delivery
of, and the performance by the City of the obligations
on its part contained in the Trust agreement, the
Lease, the Reimbursement Agreement and this City Letter
of Representation and the consummation by it of all
other transactions contemplated by the Official
Statement and the Contract of Purchase;
(d) the execution and delivery of the Trust
Agreement, the Lease, the Reimbursement Agreement and
this City Letter of Representation and approval and
execution oL the Official Statement, the Contract of
Purchase and the Agency Letter of Representation and
compliance with the provisions on the City ' s part
contained therein, will not conflict with or constitute
a breach of or default under any law, administrative
regulation, judgment, decree, loan agreement,
indenture, bond, note, resolution, agreement or other
instrument to which the City is a party or is otherwise
subject, nor will any such execution, delivery,
adoption or compliance result in the creation or
imposition of any lien, charge or other security
interest or encumbrance of any nature whatsoever upon
any of the properties or assets of the City under the
terms of any such law, administrative regulation,
judgment, decree, loan agreement, indenture, bond,
note, resolution, agreement or other instrument, except
as provided by the Trust Agreement, the Lease, the
Reimbursement Agreement and the Deed of Trust;
(e) the City is not in breach of or default under
its charter, any applicable law or administrative
regulation of the State of California or the United
States or any applicable judgment or decree or any loan
agreement, indenture, bond, note, resolution, agreement
or other instrument to which the City is a party or is
A-3
otherwise subject, and no event has occurred and is
continuing which, with the passage of time or the
giving of notice, or both, would constitute a default
or an event of default under any such instrument;
(f) there is no action, suit, proceeding, inquiry
or investigation, at law or in equity, before or by any
court, governmental agency, public board or body,
pending or threatened against the City affecting the
existence of the City or the titles of its officers to
their respective offices or seeking to prohibit,
restrain or enjoin the execution or delivery of the
Certificates or the collection of revenues pledged or
to be pledged to pay the principal of and interest on
the Certificates, or the pledge thereof, or in any way
contesting or affecting the validity or enforceability
of the Trust Agreement, the Certificates , the Lease ,
the Contract of Purchase, the Reimbursement Agreement,
the Aaencv Letter of Representation and this Citv
Letter of Representation or contesting the powers of
the Citv or its authority to enter into, adopt or
perform its obligations under any of the foregoing,
including, but not limited to, the consummation olf the
transactions relating to the Project as described in
the Official Statement, or contesting in any way the
completeness or accuracy of the Preliminary Official
Statement or the Official Statement, or any amendment
or supp-event thereto, wherein an unfavorable decision,
ruling or finding would materially adversely affect the
validity or enforceability of the Certificates, the
Legal Documents , as defined in the Contract of
Purchase, this City Letter of Representation or the
Contract of Purchase;
(g) the City will furnish such information,
execute such instruments and take such other action in
cooperation with the Underwriters as the Underwriters
may reasonably request in order (1) to qualify the
Certificates for offer and sale under the Blue Skv or
other securities laws and regulations of such states
and other jurisdictions of the United States as the
p Underwriters may designate and (2) to determine the
eligibility of the Certificates for investment under
the laws of such states and other jurisdictions, and
will use its best efforts to continue such
qualification in effect so long as required for
distribution of the Certificates;
(h) if between the date of this Contract of
Purchase and the date of the Closing an event occurs,
A-4
of which the City has knowledge, which might or would
cause the information relating to the City, its
functions, duties and responsibilities contained in the
Official Statement, as then supplemented or amended, to
contain an untrue statement Of' a material fact or to
omit to state a material fact required to be stated
therein or necessary to make such information therein,
in the light of the circumstances under which it was
presented, not misleading, the City will notify the
Underwriters , and if in the opinion of the
Underwriters, such event requires the preparation and
publication of a supplement or amendment to the
Official Statement, the City will cooperate with the
Underwriters in the preparation of an amendment or
Supplement to the Official Statement in a form and in a
manner approved by the Underwriters , provided all
expenses thereby incurred will be paid for by the City;
(1) if the information relating to the City, its
functions, duties and responsibilities contained in the
Official Statement is amended or supplemented pursuant
to the ir-ediately preceding subparagrapn, at the time
of each supplement or amendment thereto and (unless
subseauenzly again supplemented or amended pursuant to
such suoparagraph) at all times subsequent thereto up
to and including the date of the Closing, the portions
of the Official Statement so supplemented or amended
(including ur._v financial and statistical data contained
therein) will not contain any untrue statement of a
material fact or omit to state a material fact required
to be stated therein or necessary to make such
information therein, in the light of the circumstances
under which it was presented, not misleading; and
(3 ) the City covenants that it will take no
action and will cause no action to be taken that would
cause the interest on the Certificates to be subject to
Federal income taxation.
The representations, warranties, covenants and
agreements contained herein shall survive the Closing as
defined in the Contract of Purchase and any investigation
made by or on behalf of any of you or any person who
controls any of you (as aforesaid) of any matters described in or related to the transactions contemplated hereby and by
the Contract or Purchase, the Official Statement and the
Legal Documents.
This City Letter of Representation shall be binding
upon and inure solely to the benefit of you, the Trustee and
A-5
the Agency and, to the extent set forth herein, persons
controlling any of you, and their respective personal
representatives , successors and assigns, and no other person
or firm shall acquire or have any right under or by virtue
of this City Letter of Representation. No recourse under or
upon any obligation, covenant or agreement contained in this
City Letter of Representation shall be had against any
officer or director of the City as individuals, except as
caused by their bad faith.
Very truly yours,
CITY OF HUNTINGTON BEACH,
CALIFORNIA
By /s/ JACK KELLY
flavor
CHARLES -11014PSON
Liw Administrator
Approved as to form:
/s/ GAIL HUTTON
City :attorney
ATTEST
/s/ ALLISON M. WENTWORTH
City Clerk
Accepted and confirmed as of the date
first above written.
STONE & YOUNGBERG
KIDDER, PEABODY & CO.
Incorporated
By STONE & YOUNGBERG
By /s/ WARREN E. MILLER
Partner
A-6
EXHIBIT B
to the
CONTRACT OF PURCHASE
AGENCY LETTER OF REPRESENTATION
May 31 , 1984
Stone & Youngberg
Kidder, Peabody & Co.
Incorporated
C/O Stone & Youngberg
One California Street
Suite 2800
San Francisco, CA 94137
City of Huntington Beach
2080 Main Street
Huntington Beach, CA 92648
First Interstate Bank of
California
707 Wilshire Boulevard
Los Angeles, California 90017
Ladies/Gentlemen:
The City of Huntington Beach, California (the "City") ,
and the Redevelopment Agency 01-f the City of Huntington
Beach, Huntington Beach, California, (the "Agency") propose
to enter into a Lease to be dated as of May 1 , 1984 (the
"Lease") . Pursuant to a Contract of Purchase, dated May 31 ,
1984 (the "Contract of Purchase" ) , between Stone & Youngberg
and Kidder, Peabody & Co. , Incorporated, the Underwriters
(the "Underwriters") , the City, the Agency and First
Interstate Bank of California, a California banking
corporation (the "Trustee" ) the Trustee will execute and
deliver $4 , 600, 000 aggregate principal amount of
Certificates of Participation (Emerald Cove Senior Citizen
Housing Pro3ect) (the "Certificates") , each evidencing
proportional interests of the holders thereof in Lease
Payments to be paid by the City as the rental of the
Pro3ect, as defined in the Trust Agreement, pursuant to the
Lease.
The payments under the Lease are to be pledged to
secure the payment of the principal and interest due on the
Certificates. Pursuant to the Assignment Agreement (the
"Assignment" ) dated as of Play 1 , 1984 between the Agency and
the Trustee, the Agency has assigned its right to receive
all Lease Payments under the Lease to the Trustee. The
Certificates are limited obligations of the City payable
solely from Revenues, as defined in the Trust Agreement.
The Certificates will be executed, delivered and secured
pursuant to a Trust Agreement dated as of May 1 , 1984
executed by and between the Citv, the Agency and the Trustee
(the "Trust Agreement") . The Certificates are secured by
the Lease Payments, a Deed of Trust, Assignment of Rents and
Security Agreement, entered into by the Agency, and the
Trustee named therein, as beneficiary, dated as of May 1 ,
1984 (the "Deed of Trust") which grants a first lien on and
a security interest in the ProDect and by a Letter of Credit
(the "Letter of Credit") , dated June 19 , 1984 , issued by
Golden State Sanwa Bank (the "Bank" ) pursuant to a Letter of
Credit and Reimbursement Agreement (the "Reimbursement
Agreement" ) , dated as of May 1 , 1984 , between the City and
the Bank. The Trustee is authorized to draw on the Letter
of Credit an amount up to $4 , 600 , 000 to pav the principal of
the Certificates. The Letter of Creait is being confirmed
by The Sanwa Bank, Limited (the "Confirming Bank" ) . The
Bank is a wholly owned subsidiary of the Con-firming Bank.
In order to induce you to enter into the Contract of
Purchase and the City Letter of Representation and to make
the offering and sale of the Certificates therein
contemplated, the Agency hereby represents , warrants,
covenants and agrees with you as follows:
(a) both at the date hereof and at the date of
Closing, the statements and information contained in
the Official Statement relating to the Agency, its
functions, duties and responsibilities described in the
sections entitled "Introduction" and "The Agency" are
and will be true, correct and complete in all material
respects and the Official Statement does not and will
not omit any statement or information which is
necessary to make such statements and information
therein, in the light of the circumstances under which
they were made, not misleading in any material respect;it being further understood that no such representation
or agreement shall apply to statements or information
in or omissions from the Official Statement dated
May 31 , 1984 (the "Official Statement Statement" )
relating to the Certificates with respect to which the
B-2
ti
City agrees to indemnify the Underwriters pursuant to
the City Letter of Representation;
(b) the Agency is and will be at the date of
Closing a public body corporate and politic duly
organized and existing under the Constitution and laws
of the State of California with the full power and
authority to enter into the Lease, the Trust Agreement,
the Contract of Purchase, the Deed of Trust, the Agency
Letter of Representation and the Assignment;
(c) by official action of the Agency prior to or
concurrently with the acceptance hereof, the Agency has
duly approved the distribution of the Preliminary
Official Statement dated May 14, 1984 (the "Preliminary
Official Statement") relating to the Certificates, and
the distribution of the Official Statement , and has
duly authorized and approved the execution and deiivery
of, and the performance by the Agency of the
obligations on its part contained in the Lease , the
Trust agreement, the Assignment, the Deed of Trust and
this Agencv Letter of Representation and the
consummation by it of all other transactions
contempiatea by the Official Statement and the Contract
of Purchase;
(d) the execution and delivery of the Lease, the
Assignment, the Trust Agreement, the Deed of Trust and
this Agency Letter of Representation and approval and
execution of the Official Statement, the Contract of
Purchase and compliance with the provisions on the
Agency ' s part contained therein, will not conflict with
or constitute a breach of or default under any law,
administrative regulation, judgment, decree, loan
agreement, indenture, bond, note, resolution, agreement
or other instrument to which the Agency is a party or
is otherwise subject, nor will any such execution,
delivery, adoption or compliance result in the creation
or imposition of any lien, charge or other security
interest or encumbrance of any nature whatsoever upon
any of the properties or assets of the Agency under the
terms of any such law, administrative regulation,
judgment, decree, loan agreement, indenture, bond,
note, resolution, agreement or other instrument, except
as provided by the Assignment, the Lease, the Trust
Agreement and the Deed of Trust;
(e) the Agency is not in breach of or default
under any applicable law or administrative regulation
of the State of California or the United States or any
B-3
I
applicable judgment or decree or any loan agreement,
indenture , bond, note , resolution, agreement or other
instrument to which the Agency is a party or is
other171se subDect which would have an adverse impact on
the Agency' s ability to perform its obligations under
the Legal Documents , and no event has occurred and is
cone-nuing which, with the passage of time or the
giVing or notice, or both, would constitute a default
or an event of default under any such instrument;
(L) there is no action, suit, proceeding, inquiry
or in-1,estigation, at law or in equity, before or by any
court , governmental agency, public board or body,
pending or threatened against the Agency affecting the
existence of the Agency or the titles of its officers
to their respective offices or seeking to prohibit,
restrain or enDoin the execution or delivery of the
Cartlr-cater or the collection of revenues pleaged or
`o ja cledaed to pay the principal of and interest on
�-ertyricates , or the pledge thereof , or in anv wav
ccnz2sting or affecting the validity or enforceabiiity
Of one Assignment, the Certificates , the Lease, the
"aed cf Trust, the Trust Agreement, the Contract of
,urcnase , and this agency Letter of Representation or
ccncastinq the powers of the Agency or its authority to
entar into, adopt or perform its obligations under any
c-' ..�e _oregoing, including, but not limited to, the
consumTation of the transactions relating to the
?ro-ect as described in the Official Statement, or
contesting in any way the completeness or accuracy or
the Preliminary Official Statement or the Official
Statement, or any amendment or supplement thereto,
wherein an unfavorable decision, ruling or finding
would materially adversely affect the validity or
enforceability of the Certificates , the Legal
Documents, this Agency Letter of Representation or the
Contract of Purchase;
(g) the Agency will furnish such information,
execute such instruments and take such other action in
cooperation with the Underwriters as the Underwriters
may reasonably request in order (1) to qualify the
Certificates for offer and sale under the Blue Sky or
other securities laws and regulations of such states and other Durisdictions of the United States as the
Underwriters may designate and (2) to determine the
eligibility of the Certificates for investment under
the laws of such states and other jurisdictions , and
will use its best efforts to continue such
B-4
qualification in effect so long as required for
distribution of the Certificates;
(h) if between the date of this Contract of
Purchase and the date of the Closing an event occurs ,
of which the Agency has knowledge , which might or would
cause the information relating to the Agency, its
functions, duties and responsibilities contained in the
sections entitled "Introduction" and "The Agency" in
the Official Statement, as then supplemented or
amended, to contain an untrue statement of a material
tact or to omit to state a material fact required to be
stated therein or necessary to make such information
therein, in the light of the circumstances under which
it was presented, not misleading, the Agency will
notify the Underwriters, and if in the opinion of the
Underwriters , such event requires the preparation and
publication of a supplement or amendment to sucn
portions of the Official Statement, the Aaencv will
cooperate with the Underwriters in the nrenaration of
an amendment or supplement to the Official Statement in
a form and in a manner approved by the Underwriters ,
provided all expenses thereby incurred will be paid for
by the Agency; `
(i) if the information relating to the Agency,
its functions , duties and responsibilities contained in
the sections entitled "Introduction" and "The Agencv"
in the Offic_al Statement is amended or supplemented
pursuant to the immediately preceding subparagraph, at
the time of each supplement or amendment thereto and
(unless subsequently again supplemented or amended
pursuant to such subparagraph) at all times subsequent
thereto up to and including the date of the Closing,
the portions of the Official Statement so supplemented
or amended (including any financial and statistical
data contained therein) will not contain any untrue
statement of a material fact or omit to state a
material fact required to be stated therein or
necessary to make such information therein, in the
light of the circumstances under which it was
presented, not misleading; and
(3 ) the Agency covenants that it will take no -
action and will cause no action to be taken that would
cause the interest on the Certificates to be subject to
Federal income taxation.
The representations, warranties , covenants and
agreements contained herein shall survive the Closing as
B-5
defined in the Contract of Purchase and any investigation
made by or on behalf of any of you or any person who
controls any of you (as aforesaid) of any matters described
in or related to the transactions contemplated hereby and by
the Contract of Purchase, the Official Statement and the
Legal Documents.
This Agency Letter of Representation shall be binding
upon and inure solely to the benefit of you, the Trustee and
the City and, to the extent set forth herein, persons
controlling any of you, and their respective personal
representatives, successors and assigns , and no other person
or firm shall acquire or have any right under or by virtue
of this Agency Letter of Representation. No recourse under
or upon any obligation, covenant or agreement contained in
this Agency Letter of Representation shall be had against
B-6
any officer or director of the Agency as individuals , except
as caused by their bad faith.
Very truly yours,
REDEVELOPMENT AGENCY OF THE
CITY OF HUNTINGTON BEACH
By /s/ JACK KELLY
Chairman
By /s/ CHARLES THOMPSON
Chief Executive Officer
ATTEST:
/s/ ALICIA M. WE=,70RTFi
S�cr�tary
Approved as to form:
a/ '-:3ARNEY ALLISON
rgercy Special Counsel
Accepted and confirmed as of the date
first above written.
STONE & YOUNGBERG
KIDDER, PEABODY & CO.
Incorporated
By STONE & YOUNGBERG
By /s/ WARREN E. 14ILLER
Partner
B-7
This Contract of Purchase shall be governed by the laws
of the State of California.
STONE & YOUNGBERG
KIDDER, PEABODY & CO.
Incorporated
By STONE & YOUNGBERG
by /s/ WARREN E. MILLER
Accepted: Partner
FIRST _!NTERSTATE BANK
OF CALIFORNIA
By /s/ "ClE 2T 3ALDINO
fit_a: _yssistant Secretary
CITE' OF :'_U T INGTON BEACH
Ey /s! CL PLES THCnPSON 3y /s/ ALICIA M. WENTWORTH
Title : City Administrator title : City Clerk
REDEVELOPMENT AGENCY OF THE CITY
OF HUNTINGTON BEACH
By /s/ CHARLES THOMPSON
Title: Chief Executive Officer
By /s/ ALICIA M. WENTWORTH
Title: Agency Secretary
Approved:
GAIL HUTTON /s/ BARNEY ALLISON
City Attorney Special Agency Counsel
30
4
Form No 1056(1/70)
ALTA Loan Policy—1970 with AM E
ALTA Indorsement—Form 1 coverage S R ! C
(Amended 10-17-70) �4` 9 4 9
v yyG yS31
41 ys 3 9
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POLICY OF TITLE INSURANCE vfrf
ISSUED BY yyg 3
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F-brst American Title Insurance Company
SUBJECT TO THE EXCLUSIONS FROM COVERAGE, THE EXCEPTIONS CONTAINED IN SCHEDULE B
AND THE PROVISIONS OF THE CONDITIONS AND STIPULATIONS HEREOF, FIRST AMERICAN TITLE
INSURANCE COMPANY, a California corporation, herein called the Company, Insures, as of Date of Policy shown
in Schedule A, against loss or damage, not exceeding the amount of insurance stated in Schedule A, and costs,
attorneys' fees and expenses which the Company may become obligated to pay hereunder, sustained or incurred by
the insured by reason of
1 title to the estate or interes a bed in Schedule A being vested otherwise than as stated therein,
2 any defect in or lien or encumbrance on such title,
3 lack of a right of access to and from the land,
4 unmarketability of such title,
5 the invalidity or unenforceability of the lien of the insured mortgage upon said estate or interest
[ except to the extent that such invalidity or unenforceability, or claim thereof, arises out of the
transaction evidenced by the insured mortgage and is based upon
a usury,or
b any consumer credit protection or truth in lending law,
6 the priority of any lien or encumbrance over the lien of the insured mortgage,
7 any statutory lien for labor or material which now has gained or hereafter may gain priority over
the lien of the insured mortgage, except any such lien arising from an improvement on the land
contracted for and commenced subsequent to Date of Policy not financed in whole or in part by
proceeds of the indebtedness secured by the insured mortgage which at Date of Policy the insured
has advanced or is obligated to advance,
8 any assessments for street improvements under construction or completed at Date of Policy
which now have gained or hereafter may gain priority over the insured mortgage, or
9 the invalidity or unenforceability of any assignment,shown in Schedule A,of the insured mortgage
or the failure of said assignment to vest title to the insured mortgage in the named insured
assignee free and clear of all liens
IN WITNESS WHEREOF, First American Title Insurance Company has caused this policy to be signed and sealed
by its duly authorized officers as of Date of Policy shown in Schedule A.
.01 \I L E I s� "itt4 First American Title Insurance Company
BY PRESIDENT
SEPTEMBER 24. �
0� ATTEST 1{/. as+.� V. ��a�.ai.C�.v y SECRETARY
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SCHEDULE OF EXCLUSIONS FROM COVERAGE
THE FOLLOWING MATTERS ARE EXPRESSLY EXCLUDED FROM THE COVERAGE OF THIS POLICY
1 ANY LAW, ORDINANCE OR GOVERNMENTAL REGULATION (INCLUDING BUT NOT LIMITED TO BUILDING AND ZONING ORDINANCES)
RESTRICTING OR REGULATING OR PROHIBITING THE OCCUPANCY, USE OR ENJOYMENT OF THE LAND,OR REGULATING THE CHAR-
ACTER, DIMENSIONS OR LOCATION OF ANY IMPROVEMENT NOW OR HEREAFTER ERECTED ON THE LAND, OR PROHIBITING A
SEPARATION IN OWNERSHIP OR A REDUCTION IN THE DIMENSIONS OR AREA OF THE LAND, OR THE EFFECT OF ANY VIOLATION
OF ANY SUCH LAW, ORDINANCE OR GOVERNMENTAL REGULATION
2 RIGHTS OF EMINENT DOMAIN OR GOVERNMENTAL RIGHTS OF POLICE POWER UNLESS NOTICE OF THE EXERCISE OF SUCH RIGHTS
APPEARS IN THE PUBLIC RECORDS AT DATE OF POLICY
3 DEFECTS, LIENS, ENCUMBRANCES, ADVERSE CLAIMS, OR OTHER MATTERS (a) CREATED, SUFFERED, ASSUMED OR AGREED TO BY
THE INSURED CLAIMANT, (b) NOT KNOWN TO THE COMPANY AND NOT SHOWN BY THE PUBLIC RECORDS BUT KNOWN TO THE
INSURED CLAIMANT EITHER AT DATE OF POLICY OR AT THE DATE SUCH CLAIMANT ACQUIRED AN ESTATE OR INTEREST
INSURED BY THIS POLICY OR ACQUIRED THE INSURED MORTGAGE AND NOT DISCLOSED IN WRITING BY THE INSURED CLAIMANT
TO THE COMPANY PRIOR TO THE DATE SUCH INSURED CLAIMANT BECAME AN INSURED HEREUNDER, (c) RESULTING IN NO LOSS
OR DAMAGE TO THE INSURED CLAIMANT, (d) ATTACHING OR CREATED SUBSEQUENT TO DATE OF POLICY (EXCEPT TO THE EX-
TENT INSURANCE IS AFFORDED HEREIN AS TO ANY STATUTORY LIEN FOR LABOR OR MATERIAL OR THE EXTENT INSURANCE IS
AFFORDED HEREIN AS TO ASSESSMENTS FOR STREET IMPROVEMENTS UNDER CONSTRUCTION OR COMPLETED AT DATE OF POLICY)
4 UNENFORCEABILITY OF THE LIEN OF THE INSURED MORTGAGE BECAUSE OF FAILURE OF THE INSURED AT DATE OF POLICY OR
OF ANY SUBSEQUENT OWNER OF THE INDEBTEDNESS TO COMPLY WITH APPLICABLE "DOING BUSINESS" LAWS OF THE STATE IN
WHICH THE LAND IS SITUATED
CONDITIONS AND STIPULATIONS
1 DEFINITION OF TERMS provided the transferee is the parent or wholly defect, lien, encumbrance, or other matter insured
The following terms when used in this owned subsidiary of the insured, and in favor of against by this policy
policy mean any governmental agency or instrumentality which (b) The insured shall notify the Company
acquires all or any part of the estate or interest promptly in writing (i) in case any action or pro-
(a) "insured" the insured named in pursuant to a contract of insurance or guaranty ceeding is begun or defense or restraining order or
Schedule A The term "insured" also includes (i) insuring or guaranteeing the indebtedness secured injunction is interposed as set forth in (a) above,
the owner of the indebtedness secured by the in- by the insured mortgage, provided that the amount (ii) in case knowledge d
shall come to an insure
sured mortgage and each successor in ownership of of insurance hereunder after such acquisition, ex- hereunder of any claim shall
title or interest which
such indebtedness(reserving,however,all rights and clusive of costs,attorneys'fees and expenses which is
adverse to the title to the estate or interest or the
defenses as to any such successor who acquires the the Company may become obligated to pay, shall lien of the insured mortgage,as insured,and which
indebtedness by operation of law as distinguished not exceed the least of might cause loss or damage for which the Company
from purchase including, but not limited to,heirs,
dlstr-hutees,devisees,survivors,personal representa- (I) the amount of insurance stated in may be liable by virtue of this policy,or(III) if title
gn }ext of km or corporate or fiduciary succes- Schedule A, to the estate or interest or the lien of the insured
mortgage, as insured, is rejected as unmarketable
sore .at the Company would have had against the (ii) the amount of the unpaid princi- If such prompt notice shall not be given to the
successor's transferor),and further includes(ii) any pal of the indebtedness as defined in paragraph 8 Company, then as to such insured all liability of
governmental agency or instrumentality which is hereof, plus interest thereon, expenses of fore- the Company shall cease and terminate in regard to
an insurer or guarantor under an insurance contract closure and amounts advanced to protect the lien the matter or matters for which such prompt
or guaranty insuring or guaranteeing said indebted- of the insured mortgage and secured by said in- notice is required, provided, however, that failure
ness, or any part thereof, whether named as an in- sured mortgage at the time of acquisition of to notify shall in no case prejudice the rights of
sured herein or not, and (III)the parties designated such estate or interest in the land, or any such insured under this policy unless the
in paragraph 2(a) of these Conditions and Stipu-
lations (III) the amount paid by any govern- Company shall be prejudiced by such failure and
mental agency or instrumentality, if such agency then only to the extent of such prejudice
(b) "insured claimant" an insured or instrumentality is the insured claimant, in the (c) The Company shall have the right at
claiming loss or damage hereunder acquisition of such estate or interest in satisfaction its own cost to institute and without undue delay
(c) "knowledge" actual knowledge, of its insurance contract or guaranty prosecute any action or proceeding or d do any
notconstructive knowledge or notice which may be other act which tits opinion may be necessary or
imputed to an insured by reason of any public (b)CONTINUATION OF INSURANCE AF- odesirable ther ac to establish the title to the estate or
records TER CONVEYANCE OF TITLE interest or the lien of the insured mortgage, as in-
(d) "land" the land described, speci- The coverage of this policy shall continue sured, and the Company may take any appropriate
fically or by reference in Schedule C,and improve- in force as of Date of Policy in favor of an insured action under the terms of this policy, whether or
ments affixed thereto which by law constitute real so long as such insured retains an estate or interest not it shall be liable thereunder, and shall not
property, provided,however,the term"land"does in the land, or holds an indebtedness secured by a thereby concede liability or waive any provision
not include any property beyond the Imes of the purchase money mortgage given by a purchaser of this policy
area specifically described or referred to in Schedule from such insured, or so long as such insured shall
C, nor any right, title, interest, estate or easement have liability by reason of covenants of warranty (d) Whenever the Company shall have
g made by such insured in any transfer or convey- brought any action or interposed a defense as re-
in abutting streets, roads, avenues, alleys, lanes, ance of such estate or interest, provided,however, quired or permitted by the provisions of this policy,
ways or waterways, but nothing herein shall mode this policy shall not continue in force �n favor of
a any purchaser the Company may pursue any such litigation to
or limit the extent to which a right of access to haser from such insured of either said final determination by a court of competent juris-
estate or interest or the indebtedness secured by a
and from the land is insured by this policy diction and expressly reserves the right, in its sole
(e) "mortgage" mortgage, deed of purchase money mortgage given to such insured discretion, to appeal from any adverse judgment or
trust, trust deed, or other security instrument order
(f) "public records" those records 3 DEFENSE AND PROSECUTION OF AC- (e) In all cases where this policy permits
which by law impart constructive nonce of matters TIONS — NOTICE OF CLAIM TO BE or requires the Company to prosecute or provide
relating to said land GIVEN BY AN INSURED CLAIMANT for the defense of any action or proceeding,the in-
(a) The Company, at its own cost and sured hereunder shall secure to the Company the
2 (a)CONTINUATION OF INSURANCE without undue delay, shall provide for the defense right to so prosecute or provide defense in such ac-
AFTER ACQUISITION OF TITLE of an insured in all litigation consisting of actions tion or proceeding,and all appeals therein,and per-
�hispolicy shall continue in force as of Date or proceedings commenced against such insured, mit the Company to use,at its option,the name of
of F "icy in favor of an insured who acquires all or or defenses, restraining orders or injunctions inter- such insured for such purpose Whenever requested
posed against a foreclosure of the insured mort- by the Company, such insured shall give the
any part of the estate or interest in the land de gage or a defense interposed against an insured in Company all reasonable aid in any such action or
convey in Schedule C by foreclosure,trustee's sale, an action to enforce a contract for a sale of the m_ proceeding, in effecting settlement, securing evi-
conveyance in lieu of foreclosure, or other legal , dence, obtaining witnesses, or prosecuting or de-
manner which discharges the lien of the insured debtedness secured by the insured mortgage, or a fending such action or proceeding,and the Company
mortgage, and if the insured is a corporation, its sale of the estate or interest in said land,to the ex- shall reimburse such insured for any expense so
transferee of the estate or interest so acquired, tent that such litigation is founded upon an alleged incurred, (Continued on inside back cover)
CONDITIONS AND STIPULATIONS
(C(11 ued from inside front cover) (c) When liability has been definitely fixed 10 SUBROGATION UPON PAYMENT OR SET-
4 Ie.JTICE OF LOSS — LIMITATION OF AC- in accordance with the conditions of this policy, TLEMENT
TION the loss or damage shall be payable within 30 days Whenever the Company shall have settled a
thereafter claim under this policy, all right of subrogation
In addition the notices required under Para- shall vest in the Company unaffected by any act of
graph ant n these
damage
Conditions and Stipulations, a is liable under e for 7 LIMITATION OF LIABILITY the insured claimant, except that the owner of the
which it is claimed the Company s
statement in writing of any loss indebtedness secured by the insured mortgage may
this policy shall be furnished to the Company No claim shall arise or be maintainable under release or substitute the personal liability of any
this policy(a)if the Company,after having received debtor or guarantor,or extend or otherwise modify
within 90 days after such loss or damage shall have
been determined and no right of action shall accrue notice of an alleged defect, lien or encumbrance the terms of payment, or release a portion of the
b an insured claimant until a days after such insured against hereunder,by litigation or otherwise, --state or interest from the lien of the insured mort-
statement shall have been furnished Failure to removes such defect, lien or encumbrance or es- gage,dn or release any collateral security for the in-
furnish such statement of loss or damage shall tablishes the title, or the lien of the insured mort- debteess, provided such act occurs prior to
terminate any Lability the Company under this gage, as insured, within a reasonable time after re- receipt by the insured of notice of any claim of
Policy as to such loss or damage ceipt of such notice, (b) in the event of litigation title or interest adverse to the title to the estate or
until there has been a final determination by a interest or the priority of the lien of the insured
court of competent jurisdiction, and disposition mortgage and does not result in any loss of priority
of all appeals therefrom, adverse to the title or of the lien of the insured mortgage The Company
5 OPTIONS TO PAY OR OTHERWISE SETTLE to the lien of the insured mortgage, as insured, as shall be subrogated to and be entitled to all rights
CLAIMS provided in paragraph 3 hereof, or (c) for liability and remedies which such insured claimant would
voluntarily assumed by an insured in settling any have had against any person or property in respect
The Company shall have the option to pay or claim or suit without prior written consent of the to such claim had this policy not been issued,and
otherwise settle for or in the name of an insured Company if requested by the Company,such insured claim-
claimant any claim insured against or to terminate ant shall transfer to the Company all rights and
all liability and obligations of the Company here- remedies against any person or property necessary
under by paying or tendering payment of the 8 REDUCTION OF LIABILITY in order to perfect such right of subrogation and
amount of insurance under this policy together
any costs, attorneys' fees and expenses in_ (a) All payments under this policy, except shall permit the Company to use the name of such
with
within-
curred u to the time such payment or tender of payments made for costs, attorneys' fees and ex- insured claimant in any transaction or litigation p p y menses, shall reduce the amount of the insurance volving such rights or remedies It the payment
payment by the insured claimant and authorized pro tanto, provided, however, such payments, does not cover the loss of such insured claimant,
by the Company In case loss or damage is claimed the Company shall be subro ated to such rights
under this policyb an insured, the Company prior to the acquisition of title to said estate or 9 g is and
y n p y interest as provided in paragraph 2(a) of these remedies in the proportion which said payment
shall have the further option to purchase such in-
debtedness for the amount owing thereon tog Conditions and Stipulations, shall not reduce pro bears to the amount of said loss,but such subroga-
ether tion shall be in subordination to the insured mort-
with all costs, attorneys' fees and expenses which tanto the amount of the insurance afforded here- gage If loss of priority should result from any act
the Company is obligated hereunder to pay If the under except to the extent that such payments re- of such insured claimant, such act shall not void
Company offers to purchase said indebtedness as duce the amount of the indebtedness secured by this policy, but the Company, in that event,shall
he, provided, the owner of such indebtedness the insured mortgage be required to pay only that part of any losses in-
sh. ansfer and assign said indebtedness and the payment in full by any person or voluntary sured against hereunder which shall exceed the
mortgage and any collateral securing the same to the Company upon payment therefor as herein satisfaction or release of the insured mortgage amount, if any, lost to the Company by reason of
provided shall terminate all Lability of the Company except the impairment of the right of subrogation
as provided in paragraph 2(a) hereof 11 LIABILITY LIMITED TO THIS POLICY
(b) The Lability of the Company shall not This instrument together with all endorsements
6 DETERMINATION AND PAYMENT OF LOSS be increased by additional principal indebtedness and other instruments, if any, attached hereto by
created subsequent to Date of Policy, except as to the Company is the entire policy and contract be-
(a) The liability of the Company under this amounts advanced to protect the lien of the in- tween the insured and the Company
policy shall in no case exceed the least of sured mortgage and secured thereby
Any claim of loss or damage, whether or not
(1) the actual loss of the insured No payment shall be made without producing based on negligence, and which apses out of the
claimant, or this policy for endorsement of such payment un- status of the lien of the insured mortgage or of the
60 the amount of insurance stated in less the policy be lost or destroyed, in which case title to the estate or interest covered hereby or any
Schedule A, or, if applicable, the amount of insur- proof of loss or destruction shall be furnished to action asserting such claim, shall be restricted to
ance as defined in paragraph 2(a) hereof, or the satisfaction of the Company the provisions and conditions and stipulations
(w) the amount of the indebtedness of this policy
secured by the insured mortgage as determined 9 LIABILITY NONCUMULATIVE No amendment of or endorsement to this policy
.
under paragraph 8 hereof, at the time the loss or can be made except by writing endorsed hereon or
damage insured against hereunder occurs, together If the insured acquires title to the estate or attached hereto signed by either the President, a
with interest thereon interest in satisfaction of the indebtedness secured Vice President, the Secretary, an Assistant Secre-
by the insured mortgage, or any part thereof, it is tary, or validating officer or authorized signatory
of the Company
(b) The Company will pay, in addition to expressly understood that the amount of insurance
any loss insured against by this policy,all costs im- under this policy shall be reduced by any amount 12. NOTICES,WHERE SENT
posed upon an insured in litigation carried on by the Company may pay under any policy insuring a given the Company
the Company for such insured, and all costs, mortgage hereafter executed by an insured which All notices required to be and any statement in writing required to be fur-
attorneys' fees and expenses in litigation carried is acharge or lien on the estate or interest described nished the Company shall be addressed to it at its
on by such insured with the written authorization or referred to in Schedule A, and the amount so main office at 421 North Main Street,Santa Ana,
of the Company paid shall be deemed a payment under this policy California,or to the office which issued this policy
P®hcY
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I itle Insurance
.� A M E
Now
r First American Title Insurance Company
NATIONAL HEADQUARTERS 114 E FIFTH ST , SANTA ANA, CA 92701 • (714) 558-3211
Q S C A M E R j
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01.
ALTA LOAN POLICY
OR-1383838
SCHEDULE A
TOTAL FEE FOR TITLE, EXAMINATION
AND TITLE INSURANCE $5,750.00
AMOUNT OF INSURANCE: $4,600, 000.00 LOAN NO. (NONE SHOWN)
DATE OF POLICY: JUNE 1Q, 1984 AT 8:00 A.M.
1 . NAME OF INSURED:
FIRST INTERSTATE BANK OF CALIFORNIA, A CALIFORNIA BANKING
CORPORATION, AS TRUSTEE.
2. THE ESTATE OR INTEREST REFERRED TO HEREIN, IS AT DATE OF
POLICY VESTED IN:
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH.
3. THE ESTATE OR INTEREST IN THE LAND DESCRIBED IN SCHEDULE C.
AND WHICH IS COVERED BY THIS POLICY IS:
A FEE.
4. THE MORTGAGE, HEREIN REFERRED TO AS THE INSURED MORTGAGE,
AND THE ASSIGNMENTS THEREOF, IF ANY, ARE DESCRIBED AS FOLLOWS:
A DEED OF TRUST TO SECURE AN INDEBTEDNESS OF $4,600,000. 00,
RECORDED JUNE 19, 1924 AS INSTRUMENT NO. 84-251297 OF OFFICIAL
RECORDS.
DATED: MAY 1 , 1984.
TRUSTOR: REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON
BEACH.
TRUSTEE: FIRST AMERICAN TITLE INSURANCE COMPANY.
BENEFICIARY: FIRST INTERSTATE BANK OF CALIFORNIA, A CALIFORNIA
BANKING CORPORATION, AS TRUSTEE.
PAGE 2
St Ah1ER !
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ALTA LOAN POLICY
OR-1383838
SCHEDULE B
PART I
THIS POLICY DOES NOT INSURE AGAINST LOSS OR DAMAGE BY REASON OF
THE FOLLOWING:
1. GENERAL AND SPECIAL TAXES FOR THE FISCAL YEAR 1934-19557 A LIEN
NOT YET PAYABLE.
2. THE LIEN OF SUPPLEMENTAL TAXES, IF ANY, ASSESSED PURSUANT TO
CHAPTER 498 STATUTES. OF 19237 OF THE STATE OF CALIFORNIA.
3. COVENANTS, C►.7NDITIONS AND RESTRICTIONS COVERING THAT PORTION
THEREOF LYING WITHIN THE EAST 1/2 OF THE NORTHEAST 1/4 OF THE
NORTHWEST 1/4 OF THE NORTHEAST 1/4 OF SAID SECTION 357 AS CONTAINED
IN THE DEED FROM THE HUNTINGTON BEACH COMPANY, RECORDED MAY 21,
1913 IN BOOK 152, PAGE 198 OF DEEDS, BUT DELETING RESTRICTIONS
BASED UPON COLOR, RACE, RELIGION OR NATIONAL ORIGIN.
4. ANY RESTRICTIONS COVERING THE FUTURE USE OF SAID LAND, AS
DISCLOSED BY A "STATEMENT FOR A REDEVELOPMENT PROJECT" RECORDED
OCTOBER 5, 1932 AS INSTRUMENT NO. 82-350907 OF OFFICIAL RECORDS,
COVERING THE HEREIN DESCRIBED AND OTHER LAND.
5. AN EASEMENT ALONG THE SOUTHERLY PORTION OF TALBERT AVENUE FOR
EITHER OR BOTH OVERHEAD OR UNDERGROUND ELECTRICAL DISTRIBUTION
FACILITIES, AS DESCRIBED IN THE DEED TO SOUTHERN CALIFORNIA EDISON
COMPANY RECORDED MARCH 27 1979 IN BOOK 130547 PAGE 1732 OF OFFICIAL
RECORDS.
6. EASEMENTS ALONG THE SOUTH SIDE OF TALBERT ROAD FOR GAS
DISTRIBUTION PIPES AND INCIDENT, THERETO, AS DESCRIBED IN THE
AGREEMENT BY W. E. JOLLY AND OTHERS, AND THE SOUTHERN COUNTIES GAL,
COMPANY OF CALIFORNIA, RECORDED MAY 31, 1950 IN BOOK 20207 PAGE SS
OF OFFICIAL RECORDS.
7. A LEASE DATED MAY 17 19547 EXECUTED BY REDEVELOPMENT AGENCY OF
THE CITY OF HUNTINGTON BEACH, AS LESSOR, AND BY CITY OF HUNTINGTON
BEACH, AS LESSEE, FOR THE PERIOD AND UPON THE TERMS, CONDITIONS AND
COVENANTS THEREIN CONTAINED, RECORDED JUNE 19, 1954 AS INSTRUMENT
NO. 34-251295 OF OFFICIAL RECORDS, REFERENCE BEING HEREBY MADE TO
THE RECORD THEREOF FOR FULL PARTICULARS.
PAGE 3
AhfERJ
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ALTA LOAN POLICY
OR
�V
S. AN ASSIGNMENT AGREEMENT DATED MAY 17 1984, EXECUTED BY THE
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH TO FIRST
INTERSTATE HANK OF CALIFORNIA, AS TRUSTEE OF THE REDEVELOPMENT
AGENCIES RIGHTS, UNDER THE LEASE SHOWN IN ITEM 7, RECORDED JUNE 19,
1984 AS INSTRUMENT NO. 84-251296 OF OFFICIAL RECORDS.
PAGE 4
¢S T A M E R !
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ALTA LOAN POLICY
OR-1383838
SCHEDULE B
PART II
IN ADDITION TO THE MATTER. SET FORTH IN PART I OF THIS SCHEDULE,
THE TITLE TO THE ESTATE OR INTEREST IN THE LAND DESCRIBED OR
REFERRED TO IN SCHEDULE C IS SUBJECT TO THE FOLLOWING MATTERS,
IF ANY BE 'SHOWN, BUT THE COMPANY INSURES THAT SUCH MATTERS ARE
SUBORDINATE TO THE LIEN OR CHARGE OF THE INSURED MORTGAGE UPON
SAID ESTATE OR INTEREST
NONE.
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QST ANiER1
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ALTA LOAN POLICY
OR-138 838
R~
SCHEDULE C
THE LAND REFERRED TO IN THIS POLICY I'3 SITUATED IN THE STATE OF
CALIFORNIA, COUNTY OF ORANGE, CITY OF HUNTINGTON BEACH AND IS
DESCRIBED AS FOLLOWS:
THAT PORTION OF THE NORTH ONE—HALF OF THE NORTHEAST QUARTER OF
SECTION 35, TOWNSHIP 5 SOUTH, RANGE 11 WEST, IN THE RANCHO LAS
BOLSAS, AS SHOWN ON A MAP RECORDED IN BOOK 51 , PAGE 13 OF
MISCELLANEOUS MAPS, RECORDS OF ORANGE COUNTY, CALIFORNIA, AND THAT
PORTION OF BLOCK E AND BLOCK A OF TRACT NO. 172 AS SHOWN ON A MAP
RECORDED IN BOOK 12, PAGES 21 AND 22 OF SAID MISCELLANEOUS MAPS?
AND PORTION'S OF BLOCKS C AND D OF TRACT NO. 570 AS SHOWN ON A MAP
RECORDED IN BOON; 1c), PAGE 41 OF MISCELLANEOUS MAPS, DESCRIBED AS A
WHOLE AS FOLLOWS:
BEGINNING AT THE NORTHWEST CORNER OF LOT NO. 1 OF SAID BLOCK E9
THENCE ALONG THE WEST LINE OF SAID LOT NO. 17 SOUTH G DEGREES 44 '
14" EAST 20. 00 FEET TO THE TRUE POINT OF BEGINNING, SAID POINT
BEING ON A LINE PARALLEL WITH AND 50. 00 FEET SOUTH, MEASURED AT
RIGHT ANGLES FROM THE CENTERLINE OF TALBERT AVENUE, AS SAID
CENTERLINE IS SHOWN ON SAID MAP OF TRACT NO. 172; THENCE ALONG. SAID
PARALLEL LINE, NORTH 89 DEGREES 0Q ' 30" EAST 90.44 FEET TO THE
BEGINNING. OF A TANGENT CURVE CONCAVE SOUTHWESTERLY AND HAVING A
RADIUS OF 39.50 FEET! THENCE SOUTHEASTERLY ALONG vAID CURVE,
THROUGH A CENTRAL ANGLE OF SS DEGREES 27" 37", AN ARC DISTANCE OF
60. 98 FEET TO THE BEGINNING OF A REVERSE CURVE CONCAVE
NORTHEASTERLY AND HAVING A RADIUS OF 240.00 FEET,* THENCE
SOUTHEASTERLY ALONG SAID CURVE, THROUGH A CENTRAL ANGLE OF 30
DEGREES 10' 16", AN ARC DISTANCE OF 126.38 FEET TO THE BEGINNING OF
A REVERSE CURVE CONCAVE SOUTHWESTERLY AND HAVING A RADIUS OF 200. 00
FEET; THENCE SOUTHERLY ALONG SAID CURVE, THROUGH A CENTRAL ANGLE OF
31 DEGREE': 4'P 01_i", AN ARC DISTANCE OF 111.06 FEET TO A POINT ON
THE EAST LINE OF LOT NO. 69 OF SAID BLOCK Ae THENCE CONTINUING
ALONG SAID EAST LINE OF LOT 69 AND THE EAST LINE OF LOTS 75, 81,
87, 93, P9 AND 105 OF SAID BLOCK A, SOUTH 172.94 FEET TO THE
NORTHWEST CORNER OF LOT 112 OF SAID BLOCK A; THENCE ALONG, THE NORTH
LINE OF SAID LOT 112, NORTH 89 DEGREE . 10' 26" EAST 44.00 FEET TO
THE NORTHEAST CORNER OF SAID LOT 112, THENCE ALONG THE EAST LINE OF
LOTS 112, 118, 124, 130, 136, 142 AND 148 OF SAID BLOCK A, SOUTH 0
DEGREES 4q' 10" EAST 172.93 FEET TO THE SOUTH LINE OF SAID TRACT
NO. 172, SAID SOUTH LINE ALSO BEING THE NORTH LINE OF TRACT NO.
8197 AS SHOWN ON A MAP RECORDED IN BOOK 452, PAGES 42 THROUGH 48
INCLUSIVE OF SAID MISCELLANEOUS MAPS! THENCE ALONG SAID NORTH LINE,
SOUTH 89 DEGREES 10' 50" WEST 245.00 FEET TO THE WEST LINE OF SAID
TRACT NO. 8197, SAID WEST LINE ALSO BEING THE EAST LINE OF BLOCK D
OF TRACT NO. 570 AS SHOWN ON A MAP RECORDED IN BOOK 19, PAGE 41 OF
SAID MISCELLANEOUS MAPS! THENCE ALONG, SAID EAST LINE, SOUTH 0
DEGREES 44' 14" EAST 70.00 FEET TO A POINT BEING NORTH 0 DEGREES
PAGE 6
SST A N1 E R !
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ALTA LOAN POLICY
OR-1383838
44` 14" WEST 589.52 FEET FROM THE SOUTHEAST CORNER OF SAID BLOCK D9
THENCE SOUTH 89 DEGREES 15 ' 46" WEST 89.36 FEET; THENCE NORTH 57
DEGREES 12" 51" WEST 146.93 FEET; THENCE NORTH 32 DEGREES 47 ' 0Q"
EAST 112.00 FEET TO A LINE PARALLEL WITH AND 150.00 FEET WENT,
MEASURED AT RIGHT ANGLES FROM THE WEST LINE OF SAID TRACT NO. 172
THENCE ALONG SAID PARALLEL LINE, NORTH 0 DEGREES 44" 14" WEST
225. 00 FEET TO THE NORTH LINE OF THE SOUTH ONE-HALF OF THE EAST
ONE-HALF OF THE NORTHEAST QUARTER OF THE NORTHWEST QUARTER OF THE
NORTHEAST QUARTER OF SAID SECTION 35; THENCE ALONG SAID NORTH LINE,
NORTH 89 DEGREE'S lo' 10" EAST 150. 00 FEET TO THE WEST LINE OF SAID
TRACT NO. 172; THENCE NORTH 0 DEGREES 44, 14" WEST ALONG SAID WEST
LINE, 279.76 FEET TO THE TRUE POINT OF BEGINNING.
EXCEPTING, THEREFROM, LOTS 1 AND 13 IN BLOCK A OF SAID TRACT NO.
172.
ALSO EXCEPTING THEREFROM, ALL OIL, GAS, AND OTHER HYDROCARBON
SUBSTANCES, IN, ON OR UNDER SAIL LAND, AS RESERVED AND GRANTED IN
DEEDS OF RECORD.
GTG:CLS
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INVESTMENT AGREEMENT
This Investment Agreement (hereinafter "Agreement") , dated as of June 19,
1984 by and between First Interstate Bank of California (the "Trustee") , a
state bank organized and existing under the laws of the State of California,
and Golden State Sanwa Bank, a state bank organized and existing under the
laws of the State of California.
WITNESSETH:
WHEREAS, the Redevelopment Agency of the City of Huntington Beach,
California (the "Issuer") executed and delivered the Trust Agreement
(the"Agreement") , securing the issuance of its $4,600,000 Certificates of
Participation (Emerald Cove Senior Citizens Housing Project) for the purpose
of providing funds for the construction of a multi family rental housing
facility located in the City of Huntington Beach, California; and
WHEREAS, the Issuer pursuant to the Trust Agreement has directed the Trustee
to invest under this Agreement certain moneys held by the Trustee under the
Trust Agreement (which moneys to be invested hereunder are hereinafter
referred to as the "Invested Funds") as provided in this Agreement.
WHEREAS, The Sanwa Bank, Limited, a bank organized and existing under the
laws of Japan shall guarantee all obligations of the Bank under this
Agreement pursuant to the Guaranty attached to this Agreement.
NOW, THEREFORE, in consideration of the foregoing and of mutual covenants
hereinafter set forth, the parties hereto agree as follows:
SECTION 1
On or after June 20, 1984 this Agreement and all moneys in any Fund or
Account established by the Trust Agreement received by the Trustee shall
constitute part of the assets pledged to secure payment of the Bonds under
the Trust Agreement, and such proceeds shall be applied as provided in the
Trust Agreement. The obligation of the Bank under this Agreement to pay
interest at the rate provided herein on Invested Funds and to disburse such
Invested Funds, including interest thereon, to the Trustee upon reasonable
notice, shall continue notwithstanding the timing of the receipt of interest _
on any investment of the Invested Funds by the Bank and notwithstanding any
default or delay in payment of interest on or principal of such investment.
SECTION 2
Upon reasonable notice, in writing, ( not more than ten (10) days, nor less
than five (5) days) by the Trustee, the Bank agrees to remit in immediately
available funds to the Trustee the Invested Funds in amounts designated by
the Trustee necessary for the construction of the project and the redemption
of Certificates and/or payment of debt service, or any other use permitted
by the Trust Agreement (with respect to the Construction Fund not sooner nor
in amounts greater than those in Exhibit A) ; provided, however, that any
amount remitted to the Trustee may be redeposited by the Trustee under this
Agreement.
The Bank agrees to provide to the Trustee a rate of return on the Invested
Funds during the times they are held by the Bank until the date on which
this Agreement terminates in accordance with Section 3 of this Agreement at
the following rate: 10.25% per annum for Invested Funds held in the
Construction Fund; 8.50% per annum for Invested Funds held in the Lease
Payment Reserve Fund; 11 .00% per annum for Invested Funds held in the
Interest Reserve Fund; 10.50% per annum for Invested Funds held in the Lease
Payment Fund for the December 1 , 1984 interest payment on the Certificates;
11 .25% per annum for Invested Funds held in the Lease Payment Fund for the
June 1 , 1985 interest payment on the Certificates and 8.500% per annum for
Invested Funds held in any other Fund or Account established by the Trust
Agreement. Such return shall be compounded semiannually on the basis of a
365-day year and shall be credited by Bank to the Trustee, included in
Invested Funds and reinvested under the Agreement (at the aforementioned
rates) semiannually on the day prior to each interest payment date
established by the Trust Agreement for the Certificates (such interest
payment dates being June 1 and December 1 of each ,year) and notice of such
crediting shall be given by the Bank to the Trustee by 12:00 noon
( California time) on the date of such crediting by telephone (followed
within two business days by written confirmation) .
By 12:00 noon (California time) on the date thirty ( 30) days prior to each
interest payment date for the Certificates (as above described) , and at any
other time upon request by the Trustee, the Bank shall report to the Trustee
by telephone (followed within two business days by written confirmation) the
amount of any interest accrued but not then credited to the Invested Funds.
Notwithstanding anything to the contrary contained herein, the Trustee shall
be entitled to cause the Bank to remit Invested Funds to the Trustee in such
amounts and at such times as necessary in the opinion of nationally
recognized bond counsel provided to Bank by the Trustee to preserve or
protect the exemption of interest on the Bonds from federal income taxation
or otherwise to comply with the terms and conditions of the Trust Agreement,
SECTION 3
This Agreement shall terminate on October 18, 1994, or when the Trust
Agreement is discharged, which ever is earlier. At such time all Invested
Funds not previously remitted to the Trustee, together with all accrued and _
unpaid earnings calculated as provided in this Agreement, shall be paid to
the Trustee in immediately available funds.
SECTION 4
No failure or delay on the part of the Bank or the Trustee in exercising any
right or remedy hereunder shall operate as waiver thereof; nor shall any
single or partial exercise of any such right or remedy preclude any other
right or remedy. The rights and remedies of the Bank or the Trustee
hereunder are cumulative and are not exclusive of any rights or remedies
provided by law or in any other contract between the Trustee and the Bank.
Bone of the terms or provisions of the Agreement may be waived, modified or
amended, except in writing duly signed by the Bank and the Trustee.
SECTION 5
This Agreement shall be binding upon the Trustee and the Bank and upon their
successors.
SECTION 6
The Bank and the Trustee mutually represent and warrant to each other that
this Agreement constitutes a valid and binding Agreement of the Bank and the
Trustee and that neither the execution and delivery of the Agreement nor the
performance of the obligations by the Bank or the Trustee under this
Agreement will violate any federal or state law or any order, decree,
license, permit or the like which is applicable to the Bank and/or the
Trustee or will cause any default by the Bank or the Trustee under any other
agreement to which the Bank or the Trustee is a part. In the event this
Agreement shall become unenforceable by operation of law, the rights and
obligations shall terminate and the parties hereto agree to mitigate losses
and damages to the other party.
Section 7
The Bank consents to be named in the Official Statement relating to the
Certificates as a party to this Agreement. The Trustee hereby acknowledges
that the Bank has assumed no responsibility for, and shall not be held
responsible for the validity of the Certificates as for the adequacy or
completeness of any statement made in such Official Statement other than
information regarding the Bank and furnished in writing by the Bank.
SECTION 8
All notices pursuant to the Agreement shall be in writing, be effective on
receipt thereof and shall either be delivered or mailed by certified or
registered mail , return receipt requested, postage prepaid to the attention
of the persons listed below and to the party intended as the recipient
thereof at the address of such party set forth below, or at such other
address or to the attention of such other person as such party shall have
designated for such purpose in a written notice complying as to delivery
with the terms of this paragraph®
The Bank: Golden State Sanwa Bank
Financial Services Division
9000 East Valley Boulevard -
Rosemead, Ca 91770
The Trustee: First Interstate Bank of California
707 Wilshire Boulevard
Los Angeles, California 90017
Attention: Trust Department
• SECTION 9
Nothing expressed or implied herein is intended or shall be construed to
confer upon any person, firm or corporation other than the parties hereto,
any right, remedy or claim by reason of this Agreement or any term hereof,
and all terms contained herein shall be for the sole and exclusive benefit
of the parties hereto or their successors.
SECTION 10
This Agreement shall be governed by and construed in accordance with the
laws of the State of California.
SECTION 11
This Agreement may be executed in one or more counterparts and when party
hereto has executed at least one counterpart, this Agreement shall become
binding on all parties and such counterparts shall be deemed to be one and
the same documents.
SECTION 12
The Bank may designate another bank or other financial institution to
perform its obligations hereunder, but in any such case the Bank shall
remain liable for the performance by its designee of all such obligations.
IN WITNESS WHEREOF, the parties hereto have each caused this Agreement to be
executed by their duly authorized officers on June 19,1984.
FIRST INTERSTATE BANK OF CALIFORNIA
Trustee
By: '-�AZ ""
Name: SE ,--(. ue/pS
Title: #Sf;r,
GOLDEN STATE SANWA BANK
Bank
By
Name: E.A. Slagosk
Title: Executive V' President
EXHIBIT "A"
CONSTRUCTION DRAW SCHEDULE
Date Amount
July 15, 1984 $ 563,607.82
August 15, 1984 780,627.00
September 15, 1984 1,450,792.00
October 15, 1984 506,100.00
November 15, 1984 272,854.00
GUARANTY
WHEREAS, First Interstate Bank of California desires to enter into
an Investment Agreement with Golden State Sanwa Bank to be dated June 19,
1984 (the "Investment Agreement") providing for the investment of funds
emi nat i ng from the issuance by the Redevelopment Agency of the City of
Huntington Beach of its Certificates of Participation (Emerald Cove Senior
Citizens Housing Project) in the amount of $4,600,000 for the purpose of
providing funds for the construction of a multi family residential housing
facility located in the City of Huntington Beach, California;
WHEREAS, First Interstate Bank of California desires the guaranty of
The Sanwa Bank, Limited of all obligations of Golden State Sanwa Bank under
the Investment Agreement in order to induce it to enter into such Investment
Agreement; and
NOW, THEREFORE, in order to induce First Interstate Bank of California
to enter into the Investment Agreement with Golden State Sanwa Bank, The
Sanwa Bank, Limited hereby unconditionally and irrevocabaly guarantees the
full performance of Golden State Sanwa Bank of all the obligations of Golden
State Sanwa Bank under the Investment Agreement.
This Guaranty was executed in Califoria and shall be governed by the
laws of that state.
THE SANWA BANK, LIMITED
A bank organized and existing under
the laws of Japan
By
Title Deputy General Manager
2315F JHHW:SSR 05/16/84
CERTIFICATES OF PARTICIPATION
(Emerald Cove Senior Citizens Housing Project)
Evidencing the Proportionate Interests of the Owners
Thereof in Lease Payments to be Made by the
CITY OF HUNTINGTON BEACH, CALIFORNIA
As the Rental for Certain Property Pursuant to a
Lease Agreement with the
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
CITY INCUMBENCY AND SIGNATURE CERTIFICATE
The undersigned hereby state and certify:
(i ) that we are the duly appointed, qualified and acting Mayor, City
Administrator and City Clerk of the City of Huntington Beach, California (the
"City") , and as such, we are familiar with the facts herein certified and are
authorized to certify the same,
(ii ) that the following are now, and have continuously been since the
dates of beginning of their respective current terms of office shown below,
the duly elected, qualifed and acting members of the City Council of the City,
and the dates of the beginning and ending of their respective current terms of
office are hereunder correctly designated opposite their names:
Date of Date of
Beginning of Ending of
Member Current Term Current Term
Jack Kelly April , 1980 November, 1984
John Thomas April , 1982 November, 1986
Ron Pattinson April , 1980 November, 1984
Ruth Finley April , 1980 November, 1984
Ruth Bailey April , 1982 November, 1986
Robert P. Mandic, Jr. April , 1982 November, 1986
Don MacAllister April , 1982 November, 1986
(iii ) that the signatures set forth opposite the names of the following
persons are the true and correct specimens of their genuine signatures.
Name nat re
Jack Kelly, Mayor
Alicia M. Wentworth, City Clerk ,
Charles W. Thompson, City
Administrator
(iv) that the Lease Agreement, dated as of May 1 , 1984, by and between
the Redevelopment Agency of the City of Huntington Beach and the City bears
the manual signatures of the within—named Mayor, City Administrator and City
Clerk, and that the seal of the City is impressed thereon and hereon
Dated: June 19, 1984 iz
Mayor, Ci H ntingt c
r
C t A -mini stralinr , City off
Huntington Beach
(SEAL)
City Clerk, City o, Huntington Beach
2
2470F JHHW:SSW 06/13/84
CERTIFICATES OF PARTICIPATION
(Emerald Cove Senior Citizens Housing Project)
Evidencing the Proportionate Interests of the Owners
Thereof in Lease Payments to be Made by the
CITY OF HUNTINGTON BEACH, CALIFORNIA
As the Rental for Certain Property Pursuant to a
Lease Agreement with the
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
CERTIFICATE AS TO ARBITRAGE
I , the undersigned Chief Executive Officer of the City of Huntington
Beach, California, (the "City") , being the person duly charged, with others ,
with the responsibility for the execution and delivery on behalf of the City
of the Lease Agreement, dated as of May 1 , 1984 (the "Agreement") , by and
between the Redevelopment Agency of the City of Huntington Beach (the
"Lessor") and the City, which Agreement is being delivered this day, HEREBY
CERTIFY that:
1 . The Agreement is executed and delivered under and pursuant to
the laws of the State of California to enable the City to lease certain
multifamily and related facilities and property (the "Project") to be used for
the governmental and proprietary purposes of the City. Pursuant to the
Agreement, the City agrees to lease the Project from the Lessor for a total
principal cost of $4,600,000 and the Lessor agrees to lease_ the--Project- to the
City. In consideration of such sale, the City agrees to make monthly lease
payments (the "Lease Payments") to the Lessor or its assignee, which Lease
Payments include an interest component.
2. On the basis of the facts , estimates and circumstances in
existence on the date hereof, I reasonably expect the following with respect
to the Agreement and the proceeds thereof:
(a) Under the Agreement, the Lessor is required to deposit, or
cause to be deposited on its behalf, with First Interestate Bank of
California, as Trustee (the "Trustee") $4,600,000, plus an amount
representing interest to the date of delivery of the Agreement and less
discount on the sale of certificates of participation. (See
subparagraph (b) below. )
(b) The Lessor has assigned its rights to receive Lease Payments
to the Trustee and pursuant to the Trust Agreement dated as of May 1 ,
1984, the Trustee has agreed to prepare and deliver to the purchasers
thereof certificates of participation (the "Certificates") evidencing a
proportionate interest of the owners thereof in the Lease Payments to be
made by the City. Amounts received from the sale of the Certificates
will be deposited by the Trustee in the respective Funds and in the
respective amounts set forth in paragraph 4 below.
(c) The net proceeds fror the sale of the Certificates , including
accrued interest, will be $4 , 495,350. Of said amount, $437,000.00
representing interest accrued Irom June 1 , 1984 to the date hereof and
the interest component of Lease Payments from the date hereof to June 1 ,
1985, will be deposited in the Lease Payment Fund; $194,222.22 will be
deposited in the Interest Reserve Fund to be held to secure timely
payment of the Lease Payments; $36,416 67 will be deposited in the Lease
Payment Reserve Fund; the amount of $46,000 will be deposited in a
special fund established for payment of the letter of credit; and the
remaining $3,781 ,711 11 will be deposited in the Construction Fund to be
used to pay construction costs , engineering fees and expenses , and other
costs and expenses associated with the Project and the entering into by
the City of the Agreement. The aforesaid net proceeds of the sale of
the Certificates, together with investment earnings thereon, less
issuance costs , will not exceed the amount necessary for the
governmental purposes of the Agreement, namely, the amount necessary to
pay construction costs of the Project, the initial letter of credit fee
and the interest component of Lease Payments during the construction
period and the amount necessary to fund reasonably required reserves.
(d) Pursuant to the terms of the Agreement, the Lessor will
undertake acquisition and construction of the Project. Construction and
related costs will be disbursed by the Trustee from the Construction
Fund. The Lessor has awarded a contract relating to construction of a
major portion of the Project, which contracts substantially exceed
$100,000 and which contract bind the Lessor to proceed with the
construction of the Project on behalf of the Lessor. Construction will
proceed with due diligence to completion, and completion is expected by
June 1 , 1985. It is expected that the proceeds of the Certificates
deposited in the Construction Fund and investment earnings thereon will
be fully expended prior to said date. Amounts deposited in the
Construction Fund will be invested without regard to yield limitations
for the period of time necessary to complete the Project but not to
exceed three (3) years.
(e) Amounts deposited in the special fund established for the
letter of credit will be expended for the letter of credit fee payable
on June 1 , 1985, and on said date said fund will be depleted. Amounts
deposited in said special fund, if invested, will be invested without
yield limitations
(f) The decision to date the Agreement and the Certificates was
dictated solely by the schedule of required construction disbursements.
Due diligence will be exercised in the expenditure of proceeds of the
Certificates .
2
(g) The amount deposited in the Interest Reserve Fund
($194,222.22) represents 160 days of th, interest component of Lease
Payments, and the amount deposited in the Lease Payment Reserve Fund
($36,416.67) represents maximum monthly Lease Payments payable by the
City under the Agreement. Said deposits were required by the issuer of
the letter of credit and in the opinion of the City are reasonably
required in order to assure timely payment of Lease Payments and to
assure sale of the Certificates at rates reflecting the lowest Lease
Payment schedule available to the City in the present market. Amounts
deposited in said Reserve Funds will at no time exceed either maximum
annual Lease Payments or 125 percent of average annual Lease Payments or
15 percent of the net proceeds of the sale of the Certificates. Said
amounts will be invested without yield limitations .
(h) Lease Payments will be paid by the City from Revenues,
consisting primarily of amounts derived from the Project. Revenues will
be deposited in the Special Fund and monthly an amount equal to
one-sixth of semiannual Lease Payments will be transferred to the Lease
Payment Fund and will be used by the Trustee to make semiannual payments
due with respect to the Certificates. The Special Fund, the Lease
Payment Fund and the Letter of Credit Account within the Lease Payment
Fund are being established primarily to achieve a proper matching of
revenues and payments due with respect to the Certificates in each
year. Moneys deposited in the said Funds and Account will be depleted
at least once a year except for a reasonable carryover amount not to
exceed one year' s earnings on said respective Funds and Account, and all
moneys deposited in such Funds and Account will be spent within a
thirteen month period beginning on the date of deposit. Amounts said
Funds and Account will be invested without regard to yield limitations.
(1 ) No portion of the proceeds of the Certificates will be used as
a substitute for other funds (replacement funds) which are otherwise
available to be used as a source of financing for any part of the cost
of the Project or for Lease Payments and which have been or will be used
to acquire directly or indirectly securities producing a yield in excess
of the yield of the Agreement or the Certificates.
(k) Net proceeds of insurance and condemnation not used for repair
or replacement of the Project will be used for prepayment of Lease
Payments and redemption of the Certificates. Moneys and net proceeds of
insurance and condemnation deposited in the Insurance and Condemnation
Fund will , at such time as such moneys and net proceeds are not
reasonably expected to be used for repair or replacement of the Project,
be depleted annually except for a reasonable carryover amount not to
exceed one year' s interest earnings on said Fund Moneys and net
proceeds in said Fund will be invested without regard to yield
limitations.
3
3 The City has not received notice that its Certificate as to
Arbitrage may not be relied upon with respect to its obligations nor has it
been advised that any adverse action by the Commissioner of Internal Revenue
is contemplated.
To the best of my knowledge, information and belief the expectations
herein expressed are reasonable and there are no facts , estimates or
circumstances other than those expressed herein that would materially affect
the expectations herein expressed.
IN WITNESS WHEREOF, I have hereunto set my hand this 19th day of June,
1984
Chief Execu ive Offfcer,
City of Huntington Beach
4
STONE & YOUNGBERG
MEMBERS PACIFIC STOCK EXCHANGE
June 19, 1984
City of Huntington Beach
$4, 600, 000
Certificates of Participation
(Emerald Cove Senior Citizens Housing Project)
As the purchaser of the above-referenced Certificates,
we confirm our advice to you that:
1. The sizes of the Lease Payment Reserve Fund and
the Interest Reserve Fund were designed to assure
the marketability of the Certificates by enabling
the Certificates to receive a rating of Aaa from
Moody' s Investors Service.
2 . The Certificates have been reoffered at a price
equal to 1000 of their principal amount by us
(or by dealers to whom we sold Certificates) to
the general public (i.e. , persons other than
bond houses and brokers or similar persons or
organizations acting in the capacity of under-
writers or wholesalers) and that a substantial
amount of the Certificates was sold at such
price.
3. The Investment Agreement as defined in the Trust
Agreement provides the most favorable rates for
the investment of funds under the Trust Agreement
that could be obtained given due consideration to
the requirements of the Trust Agreement with
regard to the quality, of investments and the need
to invest all such funds until required to be
used.
Very truly yours ,
STONE & YOUNGBERG
KIDDER, PEABODY & CO.
t
By
St ne & You gb rg
ONE CALIFORNIA STREET SAN FRANCISCO,CALIFORNIA 94111 (415)981-1314
EXHIBIT A
to the
CONTRACT OF PURCHASE
t
CITY LETTER OF REPRESENTATION
May 31 , 1984
Stone & Youngberg
s
Kidder, Peabody & Co. -
Incorporated
c/o Stone & Youngberg
One California Street
Suite 2800
San Francisco, California 94137
Redevelopment Agency of the
City or Huntington Beach
2000 `!ain Street
Huntington Beach, California 92648
First Interstate Bank of
California
707 Wilshire Boulevard
Los Anqeies, California 9001;
Ladies/Gentlemen:
The City of Huntington Beach, California (the "City") ,
and the Redevelopment Agency of the City of Huntington
Beach, Huntington Beach, California, (the "Agency" ) propose
to enter into a lease to be dated as of May 1 , 1984 (the
"Lease") . Pursuant to a Contract of Purchase, dated May 31 ,
1984 (the "Contract of Purchase") , between Stone & Youngberg
and Kidder, Peabody & Co. , Incorporated, as Underwriters
(the "Underwriters") , the City, the Agency and First
Interstate Bank of California, a California banking
corporation (the "Trustee" ) the Trustee will execute and
deliver $4 , 600, 000 aggregate principal amount of
Certificates of Participation (Emerald Cove Senior Citizen
Housing Project) (the "Certificates") , each evidencing
proportional interests of the holders thereof in Lease
Payments to be paid by the City as the rental of the
Project, as defined in the Trust Agreement, pursuant to the
Lease (hereinafter mentioned) .
A-1
The payments under the Lease are to be pledged to
secure the pay~ =nt of the Certificates. Pursuant to the
Assignment Agreement (the "Assignment" ) dated as of May 1,
1984 between the Agency and the Trustee, the Agency has
assigned its right to receive all Lease Payments under the
Lease to the Trustee. The Certificates are limited
obligations of the City payable solely from Revenues (as
such term is defined in the Trust Agreement) . The
Certificates will be executed and delivered pursuant to a
Trust Agreement dated as of May 1 , 1984 executed by and
between the Citv, the Agencv and the Trustee (the "Trust
Agreement") . The Certificates are secured by the Lease :
Payments, a Deed of Trust, Assignment of Rents and Security
Agreement, entered into by the"Agency, and the Trustee named
therein, as beneficiary, dated as of May 1 , 1984 (the "Deed
of Trust") which grants a first lien on and a security
interest in the Proiect and by a Letter of Credit (the
"Letter of Credit" ) , dated June 19 , 1984 , issued bv_ Golden
State Sanwa Bank (tne "Bank" ) pursuant to a Letter of Credit
and Reimbursement Aqreement (tne "Reimbursement Agreement" ) ,
dated as of ray 1 , 198,4 , between the Citv and the Bank. The
Trustee is autnorized to draw on the Letter of Credit an
amount up to S4 , 600 , 000 to pay the principal of the
Certificates. The Letter of Credit is being confirmed by
The Sanwa Ban-,, Limited (the "Confirming Bank" ) . The Bank
is a wholly owned subsidiary of the Confirming Banx.
In order to induce you to enter into the Contract of
Purchase and the Agency Letter of Representation and to make
the offering and sale of the Certificates therein
contemplated, the City hereby represents , warrants,
covenants and agrees with you as follows:
(a) both at the date hereof and at the date of
Closing, the statements and information contained in
the Official Statement relating to the City, its
functions, duties and responsibilities are and will be
true, correct and complete in all material respects and
the Official Statement does not and will not omit any
statement or information which is necessary to make
such statements and information therein, in the light
of the circumstances under which they were made, not
misleading in any material respect; it being further
understood that no such representation or agreement
shall apply to statements or information in or
omissions from the Official Statement dated May 17 ,
1984 (the "Official Statement") relating to the
Certificates with respect to which the Agency agrees to
indemnify the Underwriters pursuant to the Agency
Letter of Representation;
A-2
(b) the City Ls and will be at the date of
Closing a municipai corporation duly organized and
existing under its charter, the Constitution and laws
of the State of California with the full power and
authority to enter into the Lease, the Reimbursement
' Agreement , the Contract of Purchase, the City Letter of
Representation and the Trust Agreement;
(c) by official action of the City prior to or
concurrently with the acceptance hereof, the City has
duly approved the distribution of the Preliminary
Official Statement dated Mav 14 , 1984 (the "Preliminarw
Official Statement") relating to the Certificates, and
the distribution of the Official Statement, and has
duly authorized and approved the execution and delivery
of, and the performance by the City of the obligations
on its part contained in the Trust Agreement, the
Lease, the Reimbursement Agreement and this City Letter
of Representation and the consummation by it of all
other transactions contemplated by the Official
Statement and the Contract of Purcnase;
(d) the execution ana delivery of the Trust
Agreement, the Lease , the Reimbursement Agreement and
this Citv Letter of Representation and approval and
execution of the Official Statement, the Contract of
Purcnase and zhe Agency Letter of Representation and
compliance with the provisions on the City ' s part
contained therein, will not conflict with or constitute
a breach of or de�ault under any law, administrative
regulation, Dudgment, decree, loan agreement,
indenture , bond, note, resolution, agreement or other
instrument to which the City is a party or is otherwise
subDect, nor will any such execution, delivery,
adoption or compliance result in the creation or
imposition of any lien, charge or other security
interest or encumbrance of any nature whatsoever upon
any of the properties or assets of the City under the
terms of any such law, administrative regulation,
judgment, decree, loan agreement, indenture, bond,
note, resolution, agreement or other instrument, except
as provided by the Trust Agreement, the Lease, the
Reimbursement Agreement and the Deed of Trust;
(e) the City is not in breach of or default under
its charter, any applicable law or administrative
regulation of the State of California or the United
States or any applicable judgment or decree or any loan
agreement, indenture, bond, note, resolution, agreement
or other instrument to which the City is a party or is
A-3
otherwise subDect, and no event has occurred and is
continuing which, with the passage of time or the
giving of notice, or both, would constitute a default
or an event of default under any such instrument;
f (f) there is no action, suit, proceeding, inquiry
9 or investigation, at law or in equity, before or by any
court, governmental agency, public board or body,
pending or threatened against the City affecting the
existence of the City or the titles of its officers to
their respective offices or seeking to prohibit,
restrain or enDoin the execution or delivery of the a
Certificates or the collection of revenues pledged or
to be pledged to pay the ,principal of and interest on
the Certificates, or the pledge thereof, or in any way
contesting or affecting the validity or enforceability
of the Trust Agreement, the Certificates , the Lease ,
the Contract of Purchase, the Reimbursement Agreement,
the Aaencv Letter of Representation and this City
Letter cf Representation or contesting the powers of
the Cit• cr its authority to enter into, adopt or
perform its obligations under any of the foregoing,
including, but rot limited to , the consummation of the
transactions relating to the ProDect as described in
the Official Statement, or contesting in any way the
comtleteness or accuracy of the Preliminary Official
Statement or the Official Statement, or anv amendment
or supplement thereto, wherein an unfavorable decision,
ruling cr finding would materially adversely affect the
validity cr enforceability of the Certificates , the
Legal Documents, as defined in the Contract of
Purchase, this City Letter of Representation or the
Contract of Purchase;
(g) the City will furnish such information,
execute such instruments and take such other action in
cooperation with the Underwriters as the Underwriters
may reasonably request in order (1) to qualify the
Certificates for offer and sale under the Blue Skv or
other securities laws and regulations of such states
and other jurisdictions of the United States as the
Underwriters may designate and (2) to determine the
eligibility of the Certificates for investment under
the laws of such states and other jurisdictions, and
will use its best efforts to continue such
qualification in effect so long as required for
distribution of the Certificates;
(h) if between the date of this Contract of
Purchase and the date of the Closing an event occurs,
A-4
of which the Ci I has knowledge, which might or would
cause the information relating to the City, its
functions, duties and responsibilities contained in the
Official Statement, as then supplemented or amended, to
contain an untrue statement Of' a material fact or to
t omit to state a material fact required to be stated
` therein or necessary to make such information therein,
in the light of the circumstances under which it was
presented, not misleading, the City will notify the
Underwriters , and if in the opinion of the
Underwriters , such event requires the preparation and
publication of a supplement or amendment to the
Official Statement, the City will cooperate with the
Underwriters in the preparation of an amendment or
supplement to the Official Statement in a form and in a
manner approved by the Underwriters, provided all
expenses thereby incurred will be paid for by the City;
(1) if the information relating to the City, its
functicns , duties and responsibilities contained in the
Official Statement is amended or supplemented pursuant
to the irjnediately preceding subparagrapn, at the time
of each supplement or amendment thereto and (unless
subsequently again supplemented or amended pursuant to
such su,oparagrapn) at all times subsequent thereto up
tc and including the date of the Closing, the portions
of the O==icial Statement so supplemented or amended
(including any financial and statistical data contained
therein) will not contain any untrue statement of a
material -fact or omit to state a material fact required
to be stated therein or necessary to make such
information therein, in the light of the circumstances
under which it was presented, not misleading; and
(3 ) the City covenants that it will take no
action and will cause no action to be taken that would
cause the interest on the Certificates to be sub3ect to
Federal income taxation.
The representations, warranties, covenants and
agreements contained herein shall survive the Closing as
defined in the Contract of Purchase and any investigation
made by or on behalf of any of you or any person who
controls any of you (as aforesaid) of any matters described
in or related to the transactions contemplated hereby and by
the Contract or Purchase, the Official Statement and the
Legal Documents.
This City Letter of Representation shall be binding
upon and inure solely to the benefit of you, the Trustee and
A-5
the Agency and, to th4e extent _, et forth herein , per-,ons
controlling any of you, and their respective rersenal
representatives , successors and assigns , and no other person
or firm shall acquire or have any right under or by virtue
of this City Letter of Representation. No recourse under or
upontany obligation, covenant or agreement c^ntained in this
City setter of Representation shall be had aaa7nst any
officer or director of the City as individuals , Pxcept as
caused by their bad faith.
Very tru rs ,
CITY 0 HUNTI.' TC ' BE C ,
s
CALIFO
By
r
or
Approved as ro _fcrm:
J'- 314,W I-'Li' A:tornev
ATT7S7
'._it" C'_erx
Accepted and confirmed as of the date
first above written.
STONE & ;.'CL:NGBERG
KIDDER, PEABODY & CO.
Incorporated
By STONE & YOUtiGBERG
BY
Partner
A-6
2318F JHHW.SSR 05/16/84
CERTIFICATES OF PARTICIPATION
(Emerald Cove Senior Citizens Housing Project)
Evidencing the Proportionate Interests of the Owners
# Thereof in Lease Payments to be Made by the
CITY OF HUNTINGTON BEACH, CALIFORNIA
As the Rental for Certain Property Pursuant to a
Lease Agreement with the
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
OFFICERS' CERTIFICATE OF CITY "*
The undersigned hereby state and certify:
(i ) that we are the duly appointed, qualified and acting City
Administrator and City Clerk of the City of Huntington Beach, a municipal
corporation and chartered city duly organized and existing under the
Constitution and the laws of the State of California (the "City") and as such,
we are familiar with the facts herein certified and are authorized and
qualified to certify the same;
(ii ) that the resolution entitled "Resolution of the City Council of
the City of Huntington Beach Authorizing and Directing Execution of Lease
Agreement, Assignment Agreement, Trust Agreement, Reimbursement Agreement,
Approving Form of Official Statement and Sale of Certificates of Participation
with Respect to Multifamily Housing Facilities (Emerald Cove Senior Citizens
Housing Project) , and Approving Related Documents and Official Action" , duly
adopted by the City Council of the City on May 31 , 1984, has not been amended,
modified, supplemented or repealed and is in full force and effect as of the
date hereof,
(iii ) that the City has duly authorized the execution, delivery and
performance of the following agreements (herein collectively the "Agreements") .
(a) Lease Agreement, dated as of May 1 , 1984 (the "Lease Agreement") ,
by and between the Redevelopment Agency of the City of Huntington Beach
(the "Agency") and the City,
(b) Trust Agreement, dated as of May 1 , 1984 (the "Trust Agreement") ,
by and among First Interstate Bank of California, as trustee , (the
"Trustee") , the Agency and City,
(c) Letter of Credit and Reimbursement Agreement (the "Reimbursement
Agreement") , dated as of May 1 , 1984, by and between the City and Golden
State Sanwa Bank (the "Bank") , and
(d) Contract of Purchase, dated May 31 , 1984 (the "Contract of
Purchase") , by and among Stone & Youngberg (the "Underwriter") , the
Trustee, the City and the Agency;
(iv) that there are no easements , rights of way, mineral sights,
drilling rights and other rights , reservations, covenants , conditions or
restrictions which exist of record as of the date hereof which would
materially impair the use of the Site for the Project, as the terms "Site" and
"Project" are defined in the Lease Agreement;
(v) that, to the best of our knowledge, there is no action, suit,
proceeding or investigation pending or threatened against the City
(a) to restrain or enjoin the collection of revenues pledged under
the Lease Agreement or the delivery of any of the Certificates of
Participation (Emerald Cove Senior Citizens Housing Project) executed
and delivered pursuant to the Trust Agreement (the "Certificates") ,
(b) in any way contesting the validity of the Certificates, the
Agreements or the letter of representation of the City delivered
pursuant to the Contract of Purchase (the "Letter of Representation") ,
or the authority of the City to enter into the Agreements or the Letter
of Representation, or
(c) in any way contesting the powers of the City in connection with
any action contemplated by the Contract of Purchase;
(vi ) that the representations and warranties of the City contained in
Section 3. 1 of the Reimbursement Agreement, in the Contract of Purchase and in
the Letter of Representation are true and correct as of the date hereof as
though made on and as of the date hereof; and
(vii ) that no event has occurred and is continuing, or would result
from the issuance of the Letter of Credit pursuant to the Reimbursement
Agreement, which constitutes an Event of Default under Section 6. 1 of the
Reimbursement Agreement or would constitute an Event of Default under said
Section but for the requirement that notice be given or time elapse or both
Dated: June 19, 1984
Cit i Ki s tra4f or,
City of Huntington Beach
City Clerk,
City of Huntington Beach
2
CERTIFICATE OF INSURANCE NO. 150
Certificate issued to Name and address of Insured
CITY OF HUNTINGTON BEACH THE WILLIAM LYON COMPANY
2000 MAIN STREET 19 CORPORATE PLAZA
HUNTINGTON BEACH, CA 92648 NEWPORT BEACH, CA 92660
ATTN: STEVEN KOHLER,
RE—DEVELOPMENT AGENCY
Perils insured against $ 1,000 deductible, applying to
[� Fire and Lightning ❑ Sprinkler Leakage ALL PERILS
[ Extended Coverage ALL RISK SUBJECT TO
[ Vandalism & Malicious Mischief ❑ STATED EXCLUSION
Location of property covered
�1) EMERALD COVE, HUNTINGTON BEACH
(3)
(4)
Policy Insurer Term Coverage & Amount of
Number From To Locations Insurance
2025-00— EMPLOYERS OF WAUSAU 11/12/82 11/12/85 1 $3,500,000.00
053371
Legend
SP—Specific insurance B —Building(s) 1—Location #1
BL—Blanket insurance BE—Building(s) & Equipment 2—Location #2
R —Reporting form—amount of ins E —Equipment 3—Location #3
shown is limit of liability for all ES —Equipment & Stock 4—Location #4
contributing insurance S —Stock A—All locations
❑ Mortgagee Clause (requires 10 day written notice of cancellation to mortgagee)
E� Lenders Loss Payable Endorsement (policy continues in force 10 days after written notice of
cancellation is received by lender) 438 BFU NS ATTACHED
❑ Other payee clause (copy attached to this Certificate)
Policies contain clause indicated above Loss, if any, payable to the party to whom this Certificate
is issued, unless otherwise noted below
The following is provided pursuant to California Insurance Code Section 384 "This certificate or verification of insurance is not an insur-
ance policy and does not amend, extend or alter the coverage afforded by the policies listed herein Notwithstanding any requirement term
or condition of any contract or other document with respect to which this certificate or verification of insurance may be issued or may
pertain,the insurance afforded by the oohcies described herein is subject to all the terms,exclusions and conditions of such policies"
I certify that the above described policies exist and cover only in accordance with the policy terms
6�Z �,L-_ PRESIDENT 05/18/84
ATURE) (TITLE) (DATE)
FRANK B. HALL & CO., ORANGE COUNTY DIV., P.O. BOX 8050, COSTA MESA, CA 92626
(FIRM AND ADDRESS)
t
B.l. FORK Form 438BFU NS ,
(Rev. May 1. 1942)x
LENDER'S LOSS PAYABLE ENDORSEMENT
1. Las or damage,if any,under this policy, shall be paid to the Payee named on the first page of this policy,its successors and
assigns, hereviafter referred to as "the Lender", ui Whatever form or capacity its interests may appear and whether said interest be
vested in said Lender in its individual or m its disclosed or undisclosed fiduciary or representative capacity,or otherwise,or vested is a
nominee or trustee of said Lender.
2. The insurance under this policy, or any rider or endorsement attached thereto,as to the interest only of the Lender,its succes-
sors and assigns, shall not be imalidatd nor suspended (a) by any error, omission. or change respecting the ownership, descriptions,
possession,or location of the subject of the insurance or the interest therein,or the title thereto, (b) by the commencement of foreclosure
proceedings or the giving of notice of sale of any of the property covered by this policy by virtue of any mortgage or trust deed, (c)
by any breach of warrant),act,om:snon,neglect,or non-compliance with any of the provisions of this policy,including any and all riders
now or hereafter attached thereto,by the named insured, the borrower,mortgagor,trustor, vendee, owner, tenant, warehouseman,cus-
todian,occupant,or by the agents of either or any of them or by the happening of any event permitted by them or either of them,or their
agents,or which they failed to prevent,%%nether occurring before or after the attachment of this endorsement,or whether before or after
a loss, which under the provisions of this policy of insurance or of any rider or endorsement attached thereto would invalidate or sus-
pend the insurance as to the named insured, excluding herefrom,however,any acts or omissions of the Lender while exercising active
control and management of the property.
3. In the event of failure of the insured to pay any premium or additional premium which shall be or become due under the terms of
this policy or on account of any change in occupancy or increase in hazard not permitted by this policy, this Company agrees to give
written notice to the Lender of such non-payment of premium after sixty (60) days from and within one hundred and twenty (120)
days after due date of such premium and it is a condition of the continuance of the rights of the Lender hereunder that the Lender
when so notified in writing by this Company of the failure of the insured to pay such premium shalt pay or cause to be paid the premium
due within ten(10) days following receipt of the Company's demand in writing therefor If the Lender shall decline to pay said premium
or additional premium,the rights of the Lender under this Lenders Loss Payable Endorsement shall not be terminated before ten (10)
days after receipt of said written notice by the Lender.
4. Whenever this Company shall pay to the Lender any sum for loss or damage under this policy and shall claim that as to the
insured no liability therefor exists, this Company,at its option, may pay to the Lender the whole principal sum and interest and other
indebtedness due or to become due from the insured, whether secured or unsecured. (with refund of all interest not accrued). and this
Company,to the extent of such payment, shall thereupon receive a full assignment and transfer, without recourse, of the debt and ail
rights and securities held as collateral thereto.
S. If there be any other insurance upon the-a ithin described property,this Company shall be liable under this policy as to the loender
for the proportion of such loss or damage that the sum hereby insured bears to the entire insurance of similar character on said property
under policies held by,payable to and expressly consented to by the Lender Any Contribution Clause included in any Fallen Building
Clause Waiver or any Extended Coverage Endorsement attached to this contract of insurance is hereby nullified,and also any Contn'bu-
tion Clause in any other endorsement or rider attached to this contract of insurance is hereby nullified except Contribution Clauses for
the compliance with which the insured has receivd reduction in the rate charged or has received extension of the coverage to include
hazards other than fire and compliance with such Contribution Clause is made a part of the consideration for insuring such other hazards.
The Lender upon the payment to it of the full amount of its claim,will subrogate this Company (pro rats with all other insurers con-
tributing to said payment) to all of the Lender's rights of contribution wider said other insurance.
6. This Company reserves the right to cancel this policy at any time. as provided by its terms, but in such case this policy shall
continue in force for the benefit of the Lender for ten (10) days after written notice of such cancellation is received by the Lender and
shall then cease-
s. This policy shall remain in full force and effect as to the interest of the Lender for a period of ten (10) days after its expiration
unless an acceptable policy in renewal thereof with loss thereunder payable to the Lender in accordance with the terms of this Leader's
Loss Payable Endorsement. shall have been issued by some insurance company and accepted by the Lender.
& Should legal title to and beneficial ownership of any of the property covered under this policy become vested in the Lender or
its agents,insurance under this policy shall continue for the term thereof for the benefit of the Lender but, in such event.an) privileges
granted by this Lender's Loss Payable Endorsement which are not also granted the insured under the terms and conditions of this
policy and/or under other riders or endorsements attached thereto shall not apply to the insurance hereunder as respects such property.
Payable All
ndorsement shal notices herein l be mail d to to beoriven delivered to tthe he Lenderoathts office oer ribrraanc branch on this
the fist page this
of the po1>ry.��
Approved:
Board of Fire Underwriters of the Pacific, _
California Bankers' Association.
Committee on Insurance.
CITY OF HUNTINGTON
2000 MAIN STREET CALIFORNIA 92648
INSURANCE AND BENEFITS DIVISION
(714)536-5990
CERTIFICATE OF SELF INSURANCE
This is to certify that the City of Huntington Beach, California,
is partially self-insured. With regard to public liability, the
city has a self-insured retention of $100,000 per occurrence.
The city is insured for general liability claims which exceed
$100,000 per occurrence up to a limit of $3,000, 000.
In addition, The city currently has in force all-hazard coverage
with Allianz Insurance Company insuring its real property and the
contents thereof .
The city will use its best efforts , without the expenditure of
additional funds, to cause the Redevelopment Agency to be named
as an additional insured and loss payee as its interest may
appear in the foregoing policies . The city maintains suitable
cash reserves for its uninsured losses . The city will furnish 30
days ' written notice to the Redevelopment Agency of any coverage
cancellations .
ATTEST: APPROVED AS TO FORM:
City Clerk / City Attorney 7,E
INITIATING DEPARTMENT: IN URANCE AND BENEFITS:
a 7vtl"
Ne-epfvel & Housing Insurance & Benefi s Manager
Address inquiries regarding city insurance coverage and limits to
the Insurance & Benefits Manager. All claims shall be filed with
the City Clerk, 2000 Main Street, Huntington Beach, California
92648.
June 15 , 1984
cJ®NES HALL HILL & WHITE,
A PROFESSIONAL LAW CORPORATION
ATTORNEYS AT LAW
KENNETH I JONES FOUR EMBARCADERO CENTER
ANDREW C HALL, JR SUITE 1950
ROBERT J HILL SAN FRANCISCO 94111
SHARON STANTON WHITE
CHARLES F ADAMS June 15, 1984 (415) 391-5780
STEPHEN R CASALEGGIO
WILLIAM H MADISON
AUTOMATIC TELECOPIER
PHILIP N LEE
(415) 391 5784
JONATHAN STAEBLER
JORGEN L NIELSEN
TRACY E CONNER
Mr. G. Thomas Gower
First American Title Insurance Company
114 East Fifth Street
Santa Ana CA 92701
RE- City of Huntington Beach (Emerald Cove Senior
Citizens Housing Project) ; Your Ref. OR-1383838
Dear Mr. Gower:
Subject to telephonic confirmation from the undersigned in the afternoon of
Monday, June 18, you are hereby requested and authorized to record the enclosed
originally executed and notarized documents with the Orange County Recorder at 8:00
a.m. on Tuesday, June 19, 1984, in the order listed below, but only when you are
prepared to issue an ALTA Lender' s Policy of Title Insurance in the amount of
$4,600,000, naming First Interstate Bank of California insured and the
Redevelopment Agency of the City of Huntington Beach as vested and legal owner of
the property described in your preliminary title report of April 26, 1984:
(a) Lease Agreement dated as of May 1, 1984, by and between the
Redevelopment Agency of the City of Huntington Beach (the "Agency"), as
lessor, and the City of Huntington Beach, as lessee;
(b) Assignment Agreement dated as of May 1, 1984, by and between First
Interstate Bank of California and the Agency; and
(c) Deed of Trust dated as of May 1, 1984, by the Agency, as trustor, to
First American Title Insurance Company, as trustee, and First
Interstate Bank of California, as beneficiary.
Said policy of Title Insurance is to be subject to the above, to general and
special taxes for the fiscal year 1984-1985 (a lien not yet payable) and to the
exceptions listed in said preliminary title report as items 3, 4, 5 and 6.
Also enclosed are the following originally executed financing statements to
be filed with the Orange County Recorder:
Mr. G. Thomas Gower
June 15, 1984
Page 2
(a) UCC-1 Financing Statement by the Agency, as debtor, to First Interstate
Bank of California (the "Trustee") , as secured party, and
(b) UCC-2 Assignment of Financing Statement by the Trustee to Golden State
Sanwa Bank.
It is our understanding that you will deliver your Title Insurance policy,
reflecting recordation of the Lease, Assignment and Deed of Trust, following
recordation. The original and 11 copies of said policy are to be delivered to the
undersigned
Your bill for the insurance premium and any recordation costs is to be
submitted to the following.
Mr. Stephen V. Kohler, Senior Community
Development Specialist
Redevelopment Agency of the City of
Huntington Beach
2000 Main Street
Huntington Beach CA 92648
Please advise of any questions or comments at your earliest convenience
y yours,
S
Charles F. Adams
CFA: ssr
Encl .
2485F
A NF1i / C
� 7
t 1
ALTA LOAN POLICY
PRO-FORMA tJR-1;'8�53
SCHEDULE A
TOTAL FEE FOR TITLE, EXAMINATION
AND TITLE INSURANCE $---------------
AMOUNT OF INSURANCE.- $4, 600, 000. Cio LOAN NCI. (NONE SHOWN)
DATE OF POLICY-- --------------------- AT 0: 00 A.M.
I. NAME Off' IN�.LIRED:
FIRST INTERSTATE BANK OF CALIFORNIA, A CALIFORNIA BANKING
CORPORATION, AS TRUSTEE.
2. THE ESTATE OR INTEREST REFERRED TO HEREIN, IS AT DATE OF
POLICY VESTED IN:
REDEVELOPMENT AGENCY ►iF THE CITY OF HUNTINGTON BEACH.
3. THE ESTATE OR INTEREST IN THE LAND DESCRIBED IN SCHEDULE G
AND WHICH IS COVERED BY THIS POLICY I::
A FEE.
4. THE MORTGAGE, HEREIN REFERRED 1`0 AS THE INSURED MORTOAGE,
AND THE ASSIGNMENT, THEREOF, IF ANY, ARE DESCRIBED A` FOLLOWS.,
A DEED OF TRI_15T TO SECURE AN INDEBTEDNESS OF $4,600, OUO. 0O,
RECORDED - _- _-----~-- AS INSTRUMENT NCB.
OF OFFICIAL RECORDS.
---- " �- "`�
DATED: MAY 1 , 1984.
TRUyTOR: REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON
BEACH.
TRUSTEE: FIRST AMERICAN TITLE INSURANCE COMPANY.
BENEFICIARY: FIRST INTERSTATE BANK OF CALIFORNIA, A CALIFORNIA
BANKINi: CORPORATION, AS TRUSTEE.
I
i
Cnr_�
�St AKif
�♦ 9
f
ALTA LOAN POLICY
\� /L� PRO-FORMA OR-1383818
SCHEDULE S
PART I
THIS POL I t_Y DOE'S NOT INSURE AGAINST LOSS OR DAMAGE BY REASON OF
THE PCILLOW I NO:
1. GENERAL, AND SPECIAL. TAXES FOR THE FISCAL YEAR 1954-1455, A LIEN
NOT YET PAYABLE.
�' THE LIEN OF SUPPLEMENTAL TAXES, IF ANY, ASSESSED PURSUANT TO
CHAPTER 4`,0 $TATUTES OF 1Q$Z , OF THE STATE OF CALIFORNIA.
3. COVENANTS, CONDITIONS AND RESTRICTIONS COVERING THAT PORTION
THEREOF LYING WITHIN THE EAST 1/2 OF THE NORTHEAST 1/4 OF THE
NORTHWEST 1/4 OF THE NORTHEAST 1/4 OF SAID SECTION n, AS CONTAINED
IN THE DEED FROM THE HUNTINGTON BEACH COMPANY, RECORDED MAY 21,
191 S IN BOOK 152, PAGE 198 OF DEED„ 9UT DELETING RESTRICTION:
BASED UPON CCLftR, RACE, RELIGION OR NATIONAL ORICiN.
4. ANY RESTRICTIONS COVERING THE FUTURE USE OF SAID LAND, AS
DISCLcisEI+ BY A "STATEMENT FOR A RLDEVELOPMENT PROJECT" RECORDED
OCTOBER ;, 19$2 AS INSTRUMENT NO. $2-350907 OF OFFICIAL RECORDS,
COVERING THE HEREIN DESCRIBED ANIi OTHER LAND.
5, AN EASEMENT ALONG THE SOUTHERLY PORTION OF TALBERT AVENUE FOR
EITHER OR BOTH OVERHEAD OR UNDERGROUND ELECTRICAL DISTRIBUTION
FACILITIES, AS DESCRIBED IN THE DEED TO SOUTHERN CALIFORNIA EDISON
COMPANY RECORLtED MARCH 2, 1979 IN BOOK iSOS4, PACE 1732 OF OFFICIAL
RECORDS.
6. EASEMENTS ALONG THE SOUTH SIDE OF TALBERT ROAD FOR CAS
DISTRIPUTICAN PIPES AND INCIDENTS THERETO, AS DESCRIPEIt IN THE
AGREEMENT By W. E. JOLLY AND OTHERS, AND THE SOUTHERN COUNTIES GAS
COMPANY OF CALIFORNIA, RECORDED MAY 31 , 1950 IN BOOK 2020, PACE 68
OF OFFICIAL RECORDS.
7. A LEASE DATED MAY It 19841 EXECUTED BY REDEVELOPMENT AGENCY OF
THE CITY 4F HUNTINGTON BEACH, AS LESSOR, AND BY CITY OF HUNTINGTON
BEACH, AS LESSEE, FOR THE PERIOD AND UPON THE TERMS, CONDITIONS AND
COVENANTS THEREIN CONTAINED, RECORDED __ ---_- - AS --
INSTRUMENT NO. _ - - - OF OFFICIAL RECORDS, REFERENCE BEING
HEREBY MADE TO THE RrCORDTHEREOF FOR FULL PARTICULARS.
E`QST AMF, �, lC1
ALTA LOAN POLICY
PRO-FORMA GR-138 S3O
8. AN ASSIGNMENT OF ALL RENTS, ROYALTIES, I5-GUEW AND PROFITS
ACCRUING FROM L,AIIl LAND, AS ADDITIONAL SECURITY FOR THE PAYMENT OF
THE INDEDTEDNES'S SECURED BY THE DEED OF TRUST SHOWN IN PARAGRAPH 4
OF SCHEDULE A.
RECORDED: -_- i AS INSTRUMENT NO.
OFOFFICIALRECORD -`---_- --____
EXECUTED BY : REDEVELOPMENT AGENCY OF THE CITY OP HUNTINGTTON BEACH.
TO° FIRST INTERSTATE BANK OF CALIFORNIA, AS TRUSTEE.
J
4� A4tEk / ,
� r
PRO-FORMA
LOAN POL-ICY
OR--1�tQ yc�G
SCHEDULE S
PART II '
IN ADDITION TO THE MATTER'S SET FORTH IN PART I OF THIS SCHEDULE,
THE TITLC TO THE ESTATE OR INTEREST IN THE LAND DESCRIBED CAR
REFERRED TO IN SCHEDULE C IS SUBJECT TO THE FOLLOWING MATTERS,
IF ANY BE SHOWN, BUT THE COMPANY INSURES THAT SUCH MATTERw ARE
SUBORDINATL TO THE LIEN OR CHARGE OF THE INSURED MORTGAGE UPON
SAID ESTATE OR INTEREST
NONE.
ST A r1E RI
A y
•��! /�i ALTA LOAN POLICY
PRO-FORMA OR-13828 ,_.
SCHEDULE C
THE LAND REFERRED TO IN THIS POLICY IS SITUATED IN THE STATE OF
CALIFORNIA, COUNTY OF ORANGE, CITY OF HUNTINGTON BEACH AND IS
DESCRIBED► AS FOLLOWS:
THAT PORTION OF THE NORTH ONE-HALF -OP THE NORTHEAST QUARTER OF
SECTION 3n, TOWNSHIP 5 SOUTH, RANGE 11 WEST, IN THE RANCHO LAB.
BOLSAT, A$ SHOWN ON A MAP RECORDED IN BOOK 51, PAGE 13 OF
MISCELLANEOUS MAP',a, RECORDS Or ORANGE COUNTY, CALIFORNIA, AND THAT
PORTION OF BLOCK E AND BLOCK A OF TRACT NO. 172 AS SHOWN ON A MAP
RECORDED IN BOOK 12, PAGES 21 AND 22 Or SAID MISCELLANEOUS MAPS,
AND PORT TONS OF BLOCK'S C AND D OF TRACT NO. 570 AS SHOWN ON A MAP
RECORDED IN BOOK 19, PAGE 41 OF MISCELLANEOUS MAPS, DESCRIBED AS A
WHOLE AS FOLLOWS:
BEGINNINO AT THE NORTHWEST CORNER OF LOT NO. 1 OF SAID BLOCK E;
THENCE ALONG THE WEST LINE OF SAID LOT NO. 1 , SOUTH 0 DEGREES 44
14" EAST 20. 00 FEET TO THE TRUE POINT OF BEGINNING, SAID POINT
BEING, ON A LINE PARALLEL WITH AND 50. 00 FEET SOUTH, MEASURED AT
RIGHT ANGLES FROM THE CENTERLINE OF TALBERT AVENUE, A'. SAID
CENTERLINE IS SHOWN CAN SAID MAP OF TRACT NO. 172; THENCE ALONG SAIL►PARALLEL LINE, NORTH 89 DECREES 09 30" EAST 90.44 FEET TO THE
BEGINNING OF A TANGENT CURVE CONCAVE SOUTHWESTERLY AND HAVING A
RADIUS Op 3- 50 FEET; THENCE SOUTHEASTERLY ALONG SAID CURVE,
THROUGH A CENTRAL ANGLE OP 8S DEGREES 17' 37", AN ARC DISTANCE OF
60. 90 FEET TO THE BEG I NN I N5 OF A REVERSE CURVE CONCAVE
NORTHEASTERLY AND HAVING A RADIUS OF 140. 00 FEET; THENCE
SOUTHEASTERLY ALONG SAID CURVE, THROUGH A CENTRAL ANGLE OF 30
DEGREES 10, 16", AN ARC DISTANCE OF 06-3B FEET TO THE BEGINNING OF
A REVERSE CURVE CONCAVE SOUTHWESTERLY AND HAVING A RADIUS OF 200.00
FEET; THENCE SOUTHERLY ALONG SAID CURVE, THROUGH A CENTRAL ANGLE OF
31 DEGREES 491 000 , AN ARC DISTANCE OF 111 . 06 FEET TO A POINT ON
THE EAST LINE OF LOT NO. 69 OF SAID BLOCK A; THENCE CONTINUING
ALONG SAID EAST LINE OF LOT 69 AND THE EATT LINE OF LOTS 75, 81 , _
87, 93, 99 AND 105 OF SAID BLOCK A, SOUTH 172.94 FEET TO THE
NORTHWEST CORNER OF LOT 112 OF SAID BLOCK A; THENCE ALONG THE NORTH
LINE OF LAID LOT 112, NORTH E9 DEGREES 10' 26" CAST 49.00 FEET To
THE NORTHEAST CORNER OF SAID LOT 112; THENCE ALONG THE EAST LINE OF
LOTS 112, 115, 124, 130, 136, 142 AND 14 ; OF SAIL► BLOCK A, SOUTH 0
DEGREES 49' 10" EAST 172. 93 FEET TO THE SOUTH LINE OF SAID TRACT I NO. 172. SAID SOUTH LINE ALSO BEING THE NORTH LINE Or TRACT NO. !8197 AS SHOWN CAN A MAP RECORDED IN BOOK 450, PAGES 42 THROUGH 48 ►
INCLUSIVE OF SAID MISCELLANEOUS MAPS; THENCE ALONG SAID NORTH LINE, f SOUTH 89 DEGREES 10r 50" WEST 245.00 FEET TO THE WEST LINE OF SAID
TRACT NO. 8197, SAID WEST LINE ALSO BEING THE EAST LINE OF BLOCk D
OF TRACT NO. 570 AS SHOWN ON A MAP RECORDED IN BOOK 11, PAGE 41 OF
SAID MISCELLANEOUS MAP'=R THENCE ALONG SAID EAST LINE, SOUTH 0
DECREES 44' 14" EAST 70. 00 FEET TO A POINT BEING NORTH 0 DEGREES `
I
�1�yT A M E R frsub,
PRO—FORMA
'RCi— ALTA LOAN POLICY
FO RMA GR—130
44 ' 14" WEST 5:3 e).52 FEET FROM THE SCILITHEAST C ORNLR OF SAID BLOCK A
THENCE SOUTH 89 DEGREES 1:' 4E." WEST 89 SE, FEET, THENCE NORTH 57
";. DEGREES47 ' Oa"
EAST 112. 00 FEET TO A LINE PARALLEL WITH AND 150. 00 FEET WEST,
DE+=BEES 12' 51 " WE'T 146. 93 FEET, THE-NCE NORTH
MEASURED AT RIGHT ANGLES FROM THE WEST LINE OF SAID TRACT No. 172 y
THENCE ALCINC, SAID PARALLEL LINE, NORTH 0 DEGREE2, 44' 14" WEST
225. 00 FEET TO THE NORTH LINE OF THE SOUTH ONE—HALF OF THE EAST
ONE—HALF OF THE NORTHEAST QUARTER OF THE NORTHWEST QUARTER OF THE NORTHEAST Qi_IARTER OF SAID SEF.TION 251 THENCE ALONG SAID NORTH LINE,
NORTH 8"' DEC,REEL 10' 10" EAST 150. 00 FEET TO THE WEST LINE OF SAID
TRACT NO. 172, THENCE NORTH C DEGREES 44 14" WEST ALONG SAID WEST
LINE, 279. 76 FEET TO THE TRUE POINT GP BEGINNING
EXCEPTING THEREFROM, LOT_ 1 AND 1 IN PLOCK A OF SAID TRACT NO.
172.
ALSO EXCEPTING THEREFROM, ALL OIL, GAS, AND OTHER HYDROCARBON
SUBSTANCES, IN, ON 4R UNDER SAID LAND, AS RESERVELi AND GRANTED IN
DEEDS OF RECORD.
GTGcEP
�N11NGtpHB OFFICE OF
CITY ATTORNEY
2000 MAIN STREET
uNTI HUNTINGTON BEACH
CALIFORNIA 92648
GAIL HUTTON TELEPHONE
City Attorney (714) 536-5555
AN OPINION OF THE CITY ATTORNEY
CITY OF HUNTINGTON BEACH
1 . The city is a corporation duly organized and validly
existing under its charter, the Constitution and laws of the
State of California;
2. The Official Statement has been duly approved by the
city and the information therein as to the city and the city' s
obligations under the Trust Agreement, the Lease, the
Reimbursement Agreement and the Deed of Trust is correct and
does not omit any statement which, in such counsel ' s opinion,
should be included or referred to therein;
3 . The resolution of the city approving and authorizing
the execution and delivery of the Trust Agreement, the Lease,
the City Letter of Representation, the Reimbursement Agreement
and approving the Official Statement, and this Contract of
Purchase was duly adopted at meetings of the governing body of
the city which were called and held pursuant to law and with
all public notices required by law and at which a quorum was
present and acting throughout;
4. To the best knowledge of such counsel, after
reasonable investigation, there is no action, suit, proceeding
or investigation at law or in equity before or by any court,
public board or body, pending or, to the best of their
knowledge, threatened against or affecting the city, which
would adversely impact the city' s and Agency' s ability to
complete the transactions described in and contemplated by the
Official Statement, to restrain or enjoin the collection of
revenues pledged under the Lease, or in any way contesting or
affecting the validity of the Trust Agreement, the
Certificates, the Lease, the City Letter of Representation, the
Reimbursement Agreement, or the transactions relating to the
Pro3ect as described in the Official Statement wherein an
unfavorable decision, ruling or finding would adversely affect
the validity and enforceability of the Trust Agreement , the
Lease, the City Letter of Representation, the Reimbursement
Agreement;
5. The execution and delivery of the Trust Agreement, the
Lease, the City Letter of Representation, the Reimbursement
Agreement and the approval of the Official Statement, and this
Contract of Purchase, and compliance with the provisions
thereof, under the circumstances contemplated thereby, do not
and will not in any material respect conflict with or
constitute on the part of the city a breach of or default under
any agreement or other instrument to which the city is a party
or by which it is bound or any existing law, regulation, court
order or consent decree to which the city is subject ;
6. The Trust Agreement, the Lease, the City Letter of
Representation and the Reimbursement Agreement have been duly
authorized, executed and delivered by the city, and, assuming
due authorization, execution and delivery by the other parties
thereto, constitute legal, valid and binding agreements of the
city, enforceable in accordance with their respective terms ,
except as the enforcement thereof may be limited by bankruptcy,
insolvency or other laws affecting the enforcement of
creditors ' rights generally;
- - 7 . No authorization, approval, consent, or other order of
the State of California or any other governmental authority or
agency within the State of California is required for the valid
authorization, execution and delivery of the Trust Agreement,
the Lease, the City Letter of Representation or the
Reimbursement Agreement and the approval of the Official
Statement and this Contract of Purchase; and
8. The Lease has been recorded and all financing
statements ( including any financing statements required to be
filed under the provisions of the California Commercial Code)
have been duly recorded and filed in such manner and in such
place as is required by law to establish, preserve and protect
the security interest thereby created on all collateral
specifically or generally described in such documents as
subject to such security interest and under the laws in force,
and it will not be necessary to rerecord any such documents
except that it will be necessary to file continuation
statements at the end of each five ( 5 ) year period as required
by the California Commercial Code.
GAIL HUTTON
City Attorney
City of Huntington Beach
2.
2320F JHHW:SSR 05/16/84
CERTIFICATES OF PARTICIPATION
(Emerald Cove Senior Citizens Housing Project)
Evidencing the Proportionate Interests of the Owners
Thereof in Lease Payments to be Made by the
CITY OF HUNTINGTON BEACH, CALIFORNIA
As the Rental for Certain Property Pursuant to a
Lease Agreement with the
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
AGENCY INCUMBENCY AND SIGNATURE CERTIFICATE
The undersigned hereby state and certify.
(i ) that we are the duly appointed, qualified and acting Chairman,
Chief Executive Officer and Secretary of the Redevelopment Agency of the City
of Huntington Beach (the "Agency") , and as such, we are familiar with the
facts herein certified and are authorized to certify the same;
(ii ) that the following are now, and have continuously been since the
dates of beginning of their respective current terms of office shown below,
the duly qualifed and acting members of the Agency, and the dates of the
beginning and ending of their respective current terms of office are hereunder
correctly designated opposite their names:
Date of Date of
Beginning of Ending of
Member Current Term Current Term
Jack Kelly April , 1980 November, 1984
John Thomas April , 1982 November, 1986
Ron Pattinson April , 1980 November, 1984
Ruth Finley April , 1980 November, 1984
Ruth Bailey April , 1982 November, 1986
Robert P Mandic, Jr. April , 1982 November, 1986
Don MacAllister April , 1982 November, 1986
(iii ) that the signatures set forth opposite the names of the following
persons are the true and correct specimens of their genuine signatures.
Name Si natur
Jack Kelly, Chairman
Alicia M. Wentworth, Secretary
Charles W. Thompson, Chief Executive Officer
(iv) that the Lease Agreement, dated as of May 1 , 1984, by and between
the Agency and the City of Huntington Beach bears the manual signatures of the
within-named Chairman, Chief Executive Officer and Secretary, and that the
seal of the Agency is impressed thereon and hereon.
Dated June 19, 1984
41 /Q�
Ch irman, e velXrl
ment cy of
he C' y of ui W114Y
Beach
C h'Te Execu ive er, R GTevelopment
Agency of the City of Huntington Beach
(SEAL)
Secretary, Redevelopment Agency of
the City of Huntington Beach
2
EXHIBIT E
to the
CONTRACT OF PURCHASE
S
AGENCY LETTER OF REPRESENTATION
P"_ay 31 , 1984
Stone s Youngberg
Kidder, Peabody & Co.
Incorporated
C/O Stone & Youngberg
One California Street
Suite 2300
San Francisco, CA 94137
City Ot ?'unt,_natcn B`acn
2080 ..air. Street
Huntingtcn Beacn, CA 926418
First Interstate Banx of
California
707 t1i lshire Boulevard
Los Angeles , California 90017
Ladies/Genciemen:
The City or 11unZington Beach, California (the "City" ) ,
and the Redevelopment Agency of the City of Huntington
Beach, Huntington Beach, California, (the "Agency" ) propose
to enter into a Lease to be dated as of May 1 , 1984 (the
"Lease" ) . Pursuant to a Contract of Purchase, dated May 31 ,
1984 (the "Contract of Purchase" ) , between Stone & Youngberg
and Kidder, Peabody & Co. , Incorporated, the Underwriters
(the "Underwriters" ) , the City, the Agency and First
Interstate Bank of California, a California banking
corporation (the "Trustee" ) the Trustee will execute and
deliver $4 , 600, 000 aggregate principal amount of
Certificates of Participation (Emerald Cove Senior Citizen
Housing Project) (the "Certificates") , each evidencing
proportional interests of the holders thereof in Lease
Payments to be paid by the City as the rental of the
Project, as defined in the Trust Agreement, pursuant to the
Lease.
The payments under the Lease are to be pledged to
secure the payment of the principal and interest due on the
Certificates. Pursuant to the Assignment Agreement (the
"Assignment" ) dated as of ^Iav 1 , 1984 between the Agency and +
the Trustee , the Agency has assigned its right to receive
all Lease Payments under the Lease to the Trustee. The
Certificates are !Invited obligations of the City payable
solely from Revenues , Ets defined in the Trust Agreement.
The Certificates will be executed, delivered and secured
pursuant to a Trust Agreement dated as of May 1 , 1984
executed by and between the City, the Agency and the Trustee
(the "Trust t'�gree-ent" ) . The Certificates are secured by
the Lease Payments , a Deed of Trust, Assignment of Rents and
Security Agreement, entered into by the Agency, and the
Trustee named therein, as beneficiary, dated as of May 1 ,
1984 (the "Deed of Trust" ) which grants a first lien on and
a security interest in the Pro]ect and by a Letter of Credit
(the "Letter of Credit ' ) , dated June 19 , 1984 , issued by
Golden State Sanwa Bank (the "Ban' " -
pursuant t�, a Letter o�Credit and Rei:-,uurserent Agreement (the "Reimbursement
Agreement" ) , dated as cr _'av 1 , 1984 , between the City and
the Baru. The T;u5tee is authorized to draw on the Letter
of Credit an aunt up to 54 , 600 , 000 to pay the principal of
the Certificates. The ,,-otter of Credit is being confirmed
by The Sanwa i3anx, Lir�1_tcC (the "Confirming Bank" ) . The
Bank is a wriolly c ned sunsiaiary of the Confirming Bank.
In order to induce you to enter into the Contract of
Purchase and t,e Cit17 Letter of Representation and to make
the offering an(( sale of the Certificates therein
contemplated, the Zigency hereby represents, warrants,
covenants and agrees with you as follows:
(a) both at the date hereof and at the date of
Closing , the statements and information contained in
the Official Statement relating to the Agency, its
functions, duties and responsibilities described in the
sections entitled "Introduction" and "The Agency" are
and will be true, correct and complete in all material
respects and the Official Statement does not and will
not omit any statement or information which is
necessary to make such statements and information
therein, in the light of the circumstances under which
they were made, not misleading in any material respect;
it being further understood that no such representation
or agreement shall apply to statements or information
in or omissions from the Official Statement dated
May 31 , 1984 (the "Official Statement Statement")
relating to the Certificates with respect to which the
B-2
City agrees to indemnify the Underwriters pursuant to
the City Letter of Representation;
(b) the Agency is and will be at the date of
Closing a public body corporate and politic duly
organized and existing under the Constitution and laws
of the State of California with the full power and
authority to enter into the Lease, the Trust Agreement,
the Contract of Purchase, the Deed of Trust, the Agency
Letter of Representation and the Assignment;
(c) by official action of the Agency prior to or
concurrently with the acceptance hereof, the Agency has
duly approved the distribution of the Preliminary
Official Statement dated May 14, 1984 (the "Preliminary
Official Statement" ) relating to the Certificates , and
the distribution of the Official Statement , and has
duly_ autnorizeo and approved the execution and delivery
of, and the performance by the Agency of the
obligations on its part contained in the Lease , the
Trust _greement, tre Assignment, the Deed of -rust and
this Agency Letter of Representation and the
consummation ov it of ail other transactions
contempiatea by the Official Statement and the Contract
of Purcnase;
(d) the execution and delivery of the Lease, the
Assignment, the Trust Agreement, the Deed of Trust, and
this agency Letter of Representation and approval and
execution of t::e Official Statement, the Contract of
Purchase and ccr-pliance with the provisions on the
Agency ' s part contained therein, will not conflict with
or constitute a breach of or default under any law,
administrative regulation, judgment, decree , loan
agreement, -r_denture, bond, note, resolution, agreement
or other instrument to which the Agency is a party or
is otherwise sub]ect , nor will any such execution,
delivery, adoption or compliance result in the creation
or imposition of anv lien, charge or other security
interest or encumbrance of any nature whatsoever upon
any of the properties or assets of the Agency under the
terms of anv such law, administrative regulation,
]udgment, decree, loan agreement, indenture, bond,
note , resolution , agreement or other instrument, except
as provided by the Assignment, the Lease, the Trust
Agreement and the Deed of Trust;
(e) the Agency is not in breach of or default
under any applicable law or administrative regulation
of the State of California or the United States or any
B-3
applicable 3udgment or decree or any loan agreement,
indenture, bond, note, resolution, agreement or other
instrument to which the Agency is a party or is
otherwise sub-ect �ihich would have an adverse impact on
the Agency ' s ability to perform its obligations under
the Legal Documents-
, and no event has occurred and is
continuing which, with the passage of time or the
giving of notice , or both, would constitute a default
or an event of dcfault under any such instrument;
(f) there is no action, suit, proceeding, inquiry
or investigation, at law or in equity, before or by anv
court , aovern:nental agency, public board or body,
pending or threatened against the Agency affecting the
existence of the Agency or the titles of its officers
to their respective offices or seeking to prohibit,
restrain or en3oin the execution or delivery of the
Certificates or the collection of revenues pledged or
to be p.'zdged to _nay the principal of and interest on
the Certif-icates , or the pledge thereof, or in anv wav
contesting or affecting the validity or enforceability
of the Ass', gnnient, the Certificates, the Lease , the
Deed o; _rust , the ^rust Agreement, the Contract of
Purchase, and tnis Agency Letter of Representation or
contesting the powers of the Agency or its authority to
enter -into, adcDt or perform its obligations under any
of the Forego-ir_g, -including, but not limited to, the
consummation cz the transactions relating to the
Project as described in the Official Statement, or
contesting in any wav the completeness or accuracy of
the Prelimar.ary Off i cial Statement or the Official
Statement, or any amendment or supplement thereto,
wherein an unfavorable decision, ruling or finding
would matey-i411y adversely affect the validity or
enforceability of the Certificates, the Legal
Documents, this Agency Letter of Representation or the
Contract of Purchase;
(g) the Agency will furnish such information,
execute such -instruments and take such other action in
cooperation with the Underwriters as the Underwriters
may reasonably request in order (1) to qualify the
Certificates for offer and sale under the Blue Sky or
other securities laws and regulations of such states
and other 3urisdictions of the United States as the
Underwriter may designate and (2) to determine the
eligibility of the Certificates for investment under
the laws of such states and other 3urisdictions, and
will use its best efforts to continue such
B-4
qualification in effect so long as required for
distribution of the Certificates;
(h) if between the date of this Contract of j
Purchase and the date of the Closing an event occurs ,
of which the rgency has knowledge , which might or would
cause the information relating to the Agencv, its
functions , duties and responsibilities contained in the
sections entitled "Introduction" and "The Agency" in
the Official Statement, as then supplemented or
amended, to contain an untrue statement of a material
fact or to omit to state a material 'Fact required to be
stated therein or necessary to mane such information
therein, in the light of the circumstances under which
it was presented, not misleading, the Agency will
notify the Underwriters, and if in the opinion of the
Underwriters , such event requires the preparation and
publication of a supplement or amendment to such
portions of the Official Statement , the Agency will
cocp`rate with the Underwriters in the preparation. of
an amendment or supplement to the C)f_icial Statement in
a Zorn- and in a manner approved by the Underwriters ,
provided all expanses thereby incurred will be paid for
by the Agency;
;1) if the Information relating to the Agency,
its functicns , duties and responsibilities contained in
the sections entitled "Introduction" and "The Agency"
in the Official Statement is amended or supplemented
pursuant to the inmediately preceding subparagraph, at
the time of each supplement or amendment thereto and
(unless subsequently again supplemented or amended
pursuant to such subparagraph) at all times subsequent
thereto up to and including the date of the Closing,
the portions of the Official Statement so supplemented
or amended (including any financial and statistical
data contained therein) will not contain any untrue
statement of a material fact or omit to state a
material fact required to be stated therein or
necessary to Make such information therein, in the
light of the circumstances under which it was
presented, not misleading; and
(J ) the Agency covenants that it will take no
action and will cause no action to be taken that would
cause the interest on the Certificates to be subject to
Federal income taxation.
The representations , warranties , covenants and
agreements contained herein shall survive the Closing as
B-5
defined in the Contract of Purchase and any investigation
made by or on behalf of any of you or any person who
controls any of you (as aforesaid) of any matters described
in or related to the transactions contemplated herebv and by
the- Contract of Purchase , the Official Statement and the
Legal Documents.
This Agencv Letter of Representation shall be binding
upon and inure solely to the benefit of you, the Trustee and
the City and, to the extent set forth herein, persons
controlling any of you, and their respective personal
representatives, successors and assigns, and no other person
or firm shall acquire or have any right under or by virtue
of this Agency Letter of Representation. No recourse under
or upon any obligation, covenant or agreement contained in
this Agency Letter of Representation shall be had against
B-6
any officer or director of the Agency as '- nc'---, duals , except
as caused by their bad faith.
`Jeri,
GE�:C`_' OL' THE
CT +, OF T,TC N R
ACH
By
Fri
y
Chief Executive ffi er
ATTLS^:
:.pprov as =o_
Accepted ana ccn-firmed as of t:ze date
first : move Tvri-cten.
STONE & �CI :;Gc?rG
KIDDER, PEa30:y & CO.
Incorperated
By STONE & x OU-1IG3ERG
By
Partner
B-7
2321F JHHW.SSR 05/16/84
CERTIFICATES OF PARTICIPATION
(Emerald Cove Senior Citizens Housing Project)
Evidencing the Proportionate Interests of the Owners
f Thereof in Lease Payments to be Made by the
CITY OF HUNTINGTON BEACH, CALIFORNIA
As the Rental for Certain Property Pursuant to a
Lease Agreement with the
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
OFFICERS' CERTIFICATE OF AGENCY '#
The undersigned hereby state and certify:
(i ) that we are the duly appointed, qualified and acting Chief
Executive Officer and Secretary of the Redevelopment Agency of the City of
Huntington Beach, a public body, corporate and politic, duly organized and
existing under the laws of the State of California (the "Agency") and as such,
we are familiar with the facts herein certified and are authorized and
qualified to certify the same;
(ii ) that the resolution entitled "Resolution of the Redevelopment
Agency of the City of Huntington Beach Authorizing and Directing Execution of
Lease Agreement, Assignment Agreement, Trust Agreement, Reimbursement
Agreement and Deed of Trust, Approving Form of Official Statement and Sale of
Certificates of Participation with Respect to Multifamily Rental Housing
Facilities (Emerald Cove Senior Citizens Housing Project) , and Approving
Related Documents and Official Actions" , duly adopted by the Agency on May 31 ,
1984, has not been amended, modified, supplemented or repealed and is in full
force and effect as of the date hereof;
(iii ) that the Agency has duly authorized the execution, delivery and
performance of the following agreements (herein collectively the "Agreements") :
(a) Lease Agreement, dated as of May 1 , 1984, by and between the
Agency and the City of Huntington Beach (the "City") ,
(b) Assignment Agreement, dated as of May 1 , 1984, by and between the
Agency and First Interstate Bank of California, as trustee (the
"Trustee") ,
(c) Trust Agreement, dated as of May 1 , 1984 (the "Trust Agreement") ,
by and among the Trustee, the Agency and City,
(d) Deed of Trust, Assignment of Rents and Security Agreement, dated
as of May 1 , 1984, by the Agency to the Trustee, and
(e) Contract of Purchase, dated May 31 , 1984 (the "Contract of -
Purchase") , by and among Stone & Youngberg (the "Underwriter") , the
Trustee, the City and the Agency;
(iv) that, to the best of our knowledge, there is no action, suit,
proceeding or investigation pending or threatened against the Agency
(a) to restrain or enjoin the collection of revenues pledged under
the Lease Agreement or the delivery of any of the Certificates of
Participation (Emerald Cove Senior Citizens Housing Project) executed
and delivered pursuant to the Trust Agreement (the "Certificates") ,
(b) in any way contesting the validity of the Certificates , the
Agreements or the letter of representation of the Agency delivered
pursuant to the Contract of Purchase (the "Letter of Representation") ,
or the authority of the Agency to enter into the Agreements or the
Letter of Representation, or
(c) in any way contesting the powers of the Agency in connection with
any action contemplated by the Contract of Purchase,
(v) that the representations and warranties of the Agency contained
in the Contract of Purchase and in the Letter of Representation are true and
correct as of the date hereof as though made on and as of the date hereof
Dated. June 19, 1984
Chief Ex ive Off cer ,
Redevelopment Agency of the
City of Huntington Beach
Secretary, Redevelopment Agency
of the City of Huntington Beach
2
2322F JHHW-SSR 05/16/84
CERTIFICATES OF PAR1 _CIPATION
(Emerald Cove Senior Citizens Housing Project)
Evidencing the Proportionate Interests of the Owners
Thereof in Lease Payments to be Made by the
CITY OF HUNTINGTON BEACH, CALIFORNIA
As the Rental for Certain Property Pursuant to a
Lease Agreement with the
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
WRITTEN REQUEST TO TRUSTEE
The undersigned hereby states and certifies
( i ) that I am the duly appointed, qualified and acting Chief
Executive Officer of the Redevelopment Agency of the City of Huntington Beach,
a public body, corporate and politic , duly organized and existing under the
laws of the State of California (the "Agency") and as such, I am familiar with
the facts herein certified and am authorized and qualified to certify the
same; and
(11 ) that, pursuant to Section 2.01 of that certain Trust Agreement,
dated as of May 1 , 1984 (the "Trust Agreement") , by and among First Interstate
Bank of California, as trustee (the "Trustee") , the Agency and the City of
Huntington Beach (the "City") , the undersigned hereby requests the Trustee to
prepare and execute Certificates of Participation (Emerald Cove Senior
Citizens Housing Project) substantially in the form attached to the Trust
Agreement in an aggregate principal amount of $ 4,600,000 , evidencing
proportionate interests of the owners thereof in lease payments to be made by
the City to the Agency under that certain Lease Agreement, dated as of May 1 ,
1984, by and between the Agency and the City, and to deliver said Certificates
of Participation to Stone & Youngberg.
Dated. June 19, 1984
7 �k2-1,44,v�
Chief Exe i e Offieer,
Redevelopment Agency of the
City of Huntington Beach
Accepted:
FIRST INTERSTATE BANK OF CALIFORNIA,
as Trustee
Xq )
ss' t Secre ary
This FINANCING STATEMENT is presented for®fil nl ,pi4rsuant to the California Uniform Commercial CQd&,'
1 DEBTOR (LASTNAME FIRST IFAN INDIVIDUAL) 1 A SOCIAL SECURITY OR FEDERAL TAX NO
ELOPOEKT AGE)�CY OF TH SITY L F 11bINITIRIGTGN
EDEu' GEAC;q
1 B MAILING ADDRESS - C CITY STATE i D ZIPCODE
2000 i"ain Street �;iUnti8lgtOn Beach, CEI.Ii fOrnia 192613 ; g
aDDITIONAL DEBTOR (IF ANY) (LASTNAMEFIRST IFANINDIVIDUAL) 2A SOCIAL SECURITY OR FEDERAL TAx NO
2B MAILING ADDRESS 2C CITY STATE - 2D ZIPCODE
3 DEBTORS TRADE NAMES OR STYLES (IFANY) 3A FE DERALTAX NUMBER
4 SECUREDPARTY fi'1' {,T, y r ubCALIFORNIA, TRUSTEE
Rss ry UNIDE 4A SOCIAL SECURITY NO FEDERATTAXNO
a:� #=.4a �'klt... S3 :�)� �� ."'i tf\� i � t3 mE.f i�
�g}y 'p {� y� �+ }c�,�^ �g }� �g 3 OR BANK 7RANSII AND A B A NO
-:r NAMETISY,iS s''fC^^���;;PE F'Giy.!! LrF'o ED PZ OF 4iff�lg$pL 19C�'�'S'
MAILINGpA^�DDREss 07 AilShire 3 oul awe Ta dy A0t€, Floor �y y
-w CITY Los Angeles STATE "'ZI i fo rnia ZIP CODE 9001
S ASSIGNEE OF SECURED PARTY OF ANY) 5A SOCIAL SECURITY NO FEDERAL TAX NO
NAME �� y�� q a (('' �`�,,y �^y OR BANK TRANSIT AND A B A NO
MAILINGADDRESS 9000 Cast VaIIby Boulevard <
CITY Rosemead STATE C41 i f orni a ZIP CODE11770
6 This FINANCING STATEMENT covers the following types or Items of property(include description of real property on which located
and owner of record when required by instruction 4)
See Attach..vni A hereto and by t1ais r fereice incorporated herein
i 7B DEBTOR(S)SIGNATURE NOT REQUIRED IN ACCORDANCE WITH
7 CHECK 7A PRODUCTS OF COLLATERAL INSTRUCTION 5(A)ITEM
IF APPLICABLE ❑ ARE ALSO COVERED ❑( 1 ) ❑ ( 2) F (3) F (4)
I
8 CHECK I IF APPLICABLE I ❑
I DEBTOR IS A TRANSMITTING UTILITY IN ACCORDANCE WITH UCC g 91 OS(i)(N)
g��_ � I
9 �..-, �'.%i �,f-y;,.`' �f „y�,tp,w Z�;� r.�,,,•,,; DATE () � ,1,�j C 10 THIS SPACE FOR USE OF FILING OFFICER
; '4 O (DATE TIME FILE NUMBER
Chief Executive OfficerD
f f ry f Y„( 5 E AND FILING OFFICER)
SIGNATURE(S)'OFDEBTOR(S) _"11 = Sec,y. :i,ary
1
PEDEVELCPMEET AGENCY OF THE CITE` OF HUNTINGTON' BEACH
TYPE OR PRINT NAME(S)OF DEBTOR(S) 2 I�
D - 3
SIGNATURE(S)OF SECURED PARTY(IES) Assistant Secretary 4
f � 2
FIRST INTERSTATE UAdK OF CALIFORNIA, AS TRUSTEE 5
TYPE OR PRINT NAM E(S)OF SECURED PARTY(I ES) 6 '� -x
1 1 Return copy to
7
NAME 7,>ar,-. i S a MiE das a T
ADDRESS Jones Hall Hill & W h i to
CITY Four Emba>r•cader,o Center, Sui tw 195I3_ 9
-1TE San Crranciscc CA 94111 O
r(ODE L
—
FORM UCC 1 - FILING FEE S 3 00
(4)FILE COPY-DEBTOR Approved by the Secretary of State
REDIFORM® 5S801
Poly Pak (50 sets) 5P801
ONSTRUCTI®NS IRev. 1 /76)
1 PLEASE TYPE THIS FORM USING BLACK TYPEWRITER,RiBBON
2 If the space provided for any item is inadequate
a Note Cont d in the appropriate slpace(s)
h Continue the items) preceded by the Item No on an additional 8'✓2 x1 1 sheet
c Head each additional sheet with i�the Debtor s name (lost name first for individuals) ap-
pearing in Item No 1 of this form ' Be sure to attach a copy of the additional sheet to each
copy of the form
3 NUMERICAL IDENTIFICATION
o If the Debtor, Secured Party or Assignee is an individual, include Social Security number in the
appropriate space Disclosure of Social Security number is optional for the filing of this
statement It will be used to assist] in correctly identifying individuals with similar names
(UCC § 9403[51► 1
b If the Debtor, Secured Party or Assignee is other thon an individual or a bank, show Federal
Taxpayer Number in the appropriate space
c If the Secured Party or Assignee is o bank, show Transit and ABA number in the appropriate
space This must be the complete i Oj digit number
4 COLLATERAL DESCRIPTION - item 6
a If the financing statement covers crops growing or to be grown, the statement must also con-
tain a description of the real estate concerned in accordance with UCC § 940211 )
b If the financing statement covers timber to be cut or covers minerals or the like, oil cpr gas or
accounts subject to UCC § 9103(5), the statement must show that it covers this type of
collateral and the statement must oilso show it is to be recorded in the real estate records, and
the financing statement must contain a description of the real estate sufficient if it were con-
tained in a mortgage of the real estate to give constructive notice of the mortgage under the
law of this State If the debtor does not have an interest of record in the real estate, the
financing statement must show the name of a record owner in Item No 6
5 SIGNATURES
Before mailing, be sure that the financing statement has been properly signed A financing state-
ment requires the signature of the debtor only except under the following circumstances If any of
these circumstances apply, check the appropriate box in item 713 and enter required information
in Item 6
c Under the provisions of UCC § 9402(2) a financing statement is sufficient when it is signed by �
the secured party alone if it is filed to perfect a security interest in
(1 ) collateral already subleci to a [security interest in another jurisdiction when it is brought
into this State or when the debtor s location is changed to this State Such a financing state-
ment must state that the collateral was brought into this State 5r that the debtor's location
was changed to this State
(2) proceeds under UCC § 9306 if the security interest in the original collateral was perfected
Such a financing statement must desci ibe the original collateral and give the date of filing and
the file number of the prior financing statement
13) collateral as to which the filing has lapsed Such a tinanarig statement must include a
staiement to the effect that the prior financing statement hos lapsed and g.ve the date of
riling and the file number of the prior financing statement
(E) collateral acquired after a chonge of name, identify or corporate strudiuie of the debtor
Such a financing statement must ilnclude a siaiemenT that the name, dentity or corporate
structure of the debtor has been changed and give she date of filing and the file number of
;he prior financing statement and Ithe narxie of the debtor as shown in the prior financing
statement
l-;LING FEE PROPER PLACE TO FILE
Friclose filing fee of three dollars ($3 00) rayable to the appwpnu;e Filing Officer Financing
�mtements and related pavers pertaining to consumer goods should be filed 'Vith the County
Rccoider in the county of the debior ; residence, or if the debtor ,s not a resident of this Stave,
thF,n in the office of the Caun;y Recorder of the county in which the goods are kept When the
i_ollc,teral is crops growing or to be grown timber too be cut, or n",nerals or the hke lincludfr'g
oil and gc s), or accounts subject to i�CC § 9103 i51, i Seri filing is with the County Recorder
where the property is located in ail otl,�.r cases, filin j is \/�.irh th=. Secrcirry of S+a,e
7 '�EMOVF SECURED PARFY AND DEBTOR COPIES
Send the original and first COPY IMTN inieriea,,ed carbon ;gaper to 01�, Filing Officer with the
cc,rrect filing 'lee The original will hel�rmainecl by the Fling Officer The copy be returned
tal,t� he 1-iling Jczfe and tirtie s)ci npEd th-?reon lncica p 8he n,)n,e and 71aJmg address of the)
person or firm io whorn the copy is to be returned in !tern No 1 1
T
This STATEMENT is presented for filing pursuant to the California Uniform Commercial Code
1 FILE NO OF CRIS FINANCING STATEMENT 1 A DATE OF FILING OF ORIG FINANCING 1 B DATE OF ORIG FINANCING STATEMENT I C PLACE OF FILING ORIG FINANCING STATEMENT
STATEMENT
u ran e County Recorder. CA
OR (LAST NAME FIRST) 2A SOCIAL SECURITY OR FEDERAL TAX NO
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
211 MAILING ADDRESS 2C CITY STATE 2D ZIP CODE
2000 Main St get IHUntlnqtgn Beach Calif rnia 92648
3 ADDITIONAL DEBTOR (IF ANY) (LAST NAME FIRST) 3A SOCIAL SECURITY OR FEDERAL TAX NO
313 MAILING ADDRESS 3C CITY STATE 3D ZIP CODE
4 SECURED PARTY FIRST INTERSTATE BANK OF CALIFORNIA, AS TRUSTEE UNDER TRUST 4A SOCIAL SECURITY NO FEDERAL TAX NO OR
BANK TRANSIT AND A B A ND
NAMEAGREEMENT DATED AS OF MAY 1, 1984
MAILING ADDREss 707 Wilshire Boulevard, 10th Floor
CITY STATE ZIP CODE 7
5 ASSIGNEE OF SECURED PARTY (IF ANY) 5A SOCIAL SECURITY NO FEDERAL TAX ND OR
BANK TRANSIT AND A B A NO
NAME Golden State Sanwa Bank
MAILING ADDRESS 9000 East Valley Boulevard
CITY Rosemead STATE ZIP CODE
6 CONTINUATION The original Financing Statement between the foregoing Debtor and Secured Party bearing the file number and date shown above
is continued If collateral is crops or timber check here ❑ and Insert description of real property on which growing or to be grown in Item
A a 7 below
RELEASE From the collateral described in the Financing Statement bearing the file number shown above, the Secured Party releases the collateral
B described in Item 7 below
ASSIGNMENT The Secured Party certifies that the Secured Party has assigned to the Assignee above named all the Secured Party's rights under the
C Financing Statement bearing the file number shown above in the collateral described in Item 7 below
k
ATION The Secured Party certifies that the Secured Party no longer claims a security Interest under the Financing Statement bearing the file
shown above
MENT-The Financing Statement bearing the file number shown above is amended as set forth in Item 7 below (Signature of Debtor required
amendments)
Fa OTHER
7 TO BE RECORDED/FILED IN THE OFFICE OF THE COUNTY RECORDER, COUNTY OF ORANGE, STATE OF CALIFORNI
See Attachment A hereto and by this reference incorporated herein
B CO 9 This Space for Use of Filing Officer
(Date) June 19 1984 D (Date Time, Filing Office)
R D PMENT ENC THE CITY OF HUNTINGTON BEACH 1 $ ����
Chief Executive Officer 2 ��2d�
By SecretaryS
6( (TITLE) I �
FIRST N ATE BANK OF CALIFORNIA, AS TRUSTEE 4
B _ ��-� Assistant Secretary5
y SIGNATURE(S) OF SECURED PARTY(IES) (TITLE) 6 „pf
10 Return Copy �® V v/•
r Sarah S. Rhodes � 7
N Jones Hall Hill & White 8
cl ,STATE Four Embarcadero Center, Suite 1950
AND ZIP San Francisco CA 94111
L J
(1) FILING OFFICER COPY
STANDARD FORM FILING FEE S3 00
APPROVED BY THE SECRETARY OF STATE UNIFORM COMMERCIAL CODE- FORM UCC 2 ReoiFC)RM®5S802 Poly Pak(50 sets)5P802
35 'v
This STATEMENT is presented for filing pursuant to the California Uniform Commercial Code
1 FILE NO OF ORIG FINANCING STATEMENT 1 A DATE OF FILING OF ORIG FINANCING 1 B DATE OF ORIG FINANCING STATEMENT 1 C PLACE OF FILING ORIG FINANCING STATEMENT
STATEMENT t
Orange Count Recorder CA
*OR (LAST NAME FIRST) 2A SOCIAL SECURITY OR FEDERAL TAX NO
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
2B MAILING ADDRESS _ 2C CITY STATE 2D ZIP CODE
9000 Main Street lHuntington Beach California 92648
3 ADDITIONAL DEBTOR (IF ANY) (LAST NAME FIRST) 0 3A SOCIAL SECURITY OR FEDERAL TAX NO
S
3B MAILING ADDRESS 3C CITY STATE 3D ZIP CODE
4 SECURED PARTY FIRST INTERSTATE BANK OF CALIFORNIA, AS TRUSTEE UNDER TRUST 4A SOCIAL SECURITY NO FEDERAL TAX ND OR
BANK TRANSIT AND A B A NO
NAMEAGREEMENT DATED AS OF MAY 1, 1984
MAILING ADDRESS707 Wilshire Boulevard,, loth Floor
+ CITY STATE California ZIP CODE 90017
�. 5 ASSIGNEE OF ISECURED PARTY (IF ANY) , 5A SOCIAL SECURITY NO FEDERAL TAX Nq�OR -
di BANK TRANSIT AND A B A NO k, �I
NAME Golden State Sanwa Bank 4 rvF
MAILING ADDRESS 9000 East Valley Boulevard
CITY Rosemead STALE ZIP CODE
6 CONTINUATION-The original Financing Statement between the foregoing Debtor and Secured Party bearing the file number and date shown above
s continued If collateral is crops or timber check here 1-1 andInsert description of real property on which growing or to be grown in Item
A below� i
e�RELEASE From the collateral described in the Financing Statement bearing the file number shown above, the Secured Party releases the collateral
described in Item 7 below
(��ASSIGNMENT-The Secured Party certifies that the Secured Party has assigned to the Assignee above named all the Secured Party's rights under the
�lyy l Financing Statement bearing the file number shown above In the collateral described In Item 7 below
a
MINATION The Secured Party certifies that the Secured Party no longer claims a security Interest under the Financing Statement bearing the file
ber shown above
11
ENDMENT The Financing Statement bearing the file number shown above is amended as set forth in Item 7 below (Signature of Debtor required
all amendments)
F OTHER
7 TO BE RECORDED/FILED IN THE OFFICE OF THE COUNTY RECORDER, COUNTY OF ORANGE,, STATE OF CALIFORNI
See Attachment A hereto and by this reference incorporated herein
, K
B C 9 This Space for Use of Filing Officer
(Date) June 19 984 D (Date, Time, Filing Office)
E
REDEVI",PMENT AGENCYIXTHE CITY OF HUNTINGTON BEACH 1
Chief Executive Officer 2
By Secretary3
E( E R(S) (TITLE)
FIRST INTERSIATE BANK OF CALIFORNIA AS TRUSTEE 4
By Assistant Secretary 5
SIGNATURE(S) OF SECURED PARTY(IES) (TITLE) 6
10 Returih-Copy to
rSarah Se Rhodes
N Jones Hall Hill & White B
A S Four Embarcadero Center,, Suite 1950
aN ..Si TE San Francisco CA 94111 9
L J
(2) FILING OFFICER COPY - ACKNOWLEDGMENT Filing Officer is requested to note date and hour
of filing on this copy and return to the above party
STANDARD FORM FILING FEE 5300
APPROVED BY THE SECRETARY OF STATE UNIFORM COMMERCIAL CODE- FORM UCC-2 REDIFORM®5SS02 Poly Pak(50 sets) 5PS02
This STATEMENT is presented for filing pursuant to the California Uniform Commercial Code
FILE NO OF ORIG FINANCING STATEMEN= DATE OF FILING OF ORIG FINANCING 113 DATE OF ORIG FINANCING STATEMENT 1 C PLACE OF FILING ORIG FINANCING STATEMENT
sx'F STATEMENT
Orange County Recorder CA
rOR ([AST NAME FIRST) 2A SOCIAL SECURITY OR FEDERAL TAX NO
r"
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
213 MAILING ADDRESS 2C CITY STATE 2D ZIP CODE
2000 Main Street lHuntinqton Beach California 9264E
3 ADDITIONAL DEBTOR (IF ANY)(LAST NAME FIRST) 3A SOCIAL SECURITY OR FEDERAL TAX NO
313 MAILING ADDRESS 3C Cliv sinrE 3D ZIP CODE
4 SECURED PARTYFIRST INTERSTATE BANK OF CALIFORNIA, AS TRtlSTEE ONDER TP,UST 4A SOCIAL SECURITY NO FEDERAL TAX NO OR
S BANK TRANSIT AND A B A NO
NAMEAGREEMENT DATED AS OF MAY I, 1934 `
MAILING ADDRESS707 Wilshire Boulevard, 10th Floor
r C ITUS AngeleA STATE California ZIP CODE 90017 -
5 ASSIGNEE OF45ECURED PARTY (IF ANY) i. 5A SOCIAL SECURITY NO FEDERAL TAX NO OR t
BANK TRANSIT AND A B A NOi
NAME Golden State Sanwa Bank
MAILING ADDRESS 9000 East Valley Boulevard
CITY Rosemaiad STATE iforniaZIP DE91770
7
6 CONTINUATION The original Financing Statement between the foregoing Debtor and Secured Party bearing the file number and date shown above
s continued If collateral is crops or timber, check here and Insert description of real property on which growing or to be grown in Item
A❑ 7 below
B❑RELEASE From the collateral described in the Financing Statement bearing the file number shown above the Secured Party releases the collateral
described in Item 7 below
ASSIGNMENT-The Secured Party certifies that the Secured Party has assigned to the Assignee above named, all the Secured Party's rights under the
Financing Statement bearing the file number shown above in the collateral described in Item 7 below
a
RMINATION The Secured Party certifies that the Secured Party no longer claims a security Interest under the Financing Statement bearing the file
mber shown above
ENDMENT-The Financing Statement bearing the file number shown above is amended as set forth in Item 7 below (Signature of Debtor required
all amendments)
F❑OTHER
7 TO BE RECORDED/FILED IN THE OFFICE OF THE COUNTY RECORDER, COUNTY OF ORANGE, STATE OF CALIFORNI
See Attachment A hereto and by this reference incorporated herein
I -
g C 9 This Space for Use of Filing Officer
(Date) June 19 19$� D (Date, Time, Filing Office)
REDEV16OPMENT A ENCY-W THE CITY OF HUNTINGTON BEACH �
Chief Executive Officer 2
B ;� Secretar
Y �STi ATURQ F`6E`Bi'OR(S) (TITLE) 3
FIRST INTERSTATE BAND OF CALIFORNIA AS TRUSTEE 4
B ��--- Assistant Secretary6
Y SIGNATURE(S) OF SECURED PARTY(IES) (TITLE) (�
o Return Copy t®
` rSarah S. Rhodes
N Jones Hall Hill & White E
SS Four Embarcadero Center. Suite 1950
.T ,ZIP TE San Francisco CA 94111 9
L J
(3) FILE COPY - SECURED PARTY
STANDARD FORM FILING FEE S3 DO
APPROVED BY THE SECRETARY OF STATE UNIFORM I +ti�MERCIAL CODE- FORM UCC 2 aEDiF'DRM 9 5S802 Poly Pak (50 sets)5P802
This STATEMENT Is presented for filing pursuant to the California Uniform Commercial Code
1 FILE NO OF ORIG FINANCING STATEMENT 1 A DATE OF FILING OF ORIG FINANCING 1 B DATE OF ORIG FINANCING STATEMENT 1 C PLACE OF FILING ORIG FINANCING STATEMENT
STATEMENT [�[q Orange
County p �q g� �{
'roITOR (LAST NAME FIRST) _ 2A SOCIAL SECURITY OR FEDERAL TAX NO
REDEVELOPMENT AGENCY OF T14E CITY OF HUNTINGTON BEACH
26 MAILING ADDRESS 2C CITY STATE 2D ZIP CODE
20 gain Street lHuntington Beach California 92648
3 ADDITIONAL DEBTOR (IF ANY) (LAST NAME FIRST) 3A SOCIAL SECURITY OR FEDERAL TAX NO
313 MAILING ADDRESS 3C CITY STATE 3D ZIP CODE
r
4 SECURED PART gp/{ D 4A SOCIAL SECURITY NO FEDERAL TAX NO OR
N AMAGREEMENT DATED AS OF MAY 1. 1984 R,? BANK TRANSIT AND ABA NO
MAILING ADDRES707 Wilshire Boulevard, 10t• floor
C ITLoS Angeles STATE California ZIP CODE9V gy
5 ASSIGNEE(�OF,"SECURED PARTY (IF ANY) n.3 5A SOCIAL SECURITY NO FEDERAL TAX NO,DR
Col den State Sanwa Bank BANK TRANSIT AND A 8 A NO
NAME MAILING ADDRESS 9000 East Valley Boulevard
{(
CITY C oswead STATE California ZIP CODE91 1U
6 CONTINUATION The original Financing Statement between the foregoing Debtor and Secured Party bearing the file number and date shown above
s continued If collateral is crops or timber check here and Insert description of real property on which growing or to be grown in Item
A 7 below
RELEASE From the collateral described in the Financing Statement bearing the file number shown above, the Secured Party releases the collateral
B described in Item 7 below
ASSIGNMENT The Secured Party certifies that the Secured Party has assigned to the Assignee above named, all the Secured Party's rights under the
Financing Statement bearing the file number shown above in the collateral described in Item 7 below
F
ATION -The Secured Party certifies that the Secured Party no longer claims a security Interest under the Financing Statement bearing the file
shown above
MENT The Financing Statement bearing the file number shown above is amended as set forth in Item 7 below (Signature of Debtor required
amendments)
F OTHER
7 TO BE RECORDED/FILED IN THE OFFICE OF THE COUNTY RECORDER, COUNTY OF OP, " GE9 STATE OF CTLIFORNI,
See Attachment A hereto and by this reference incorporated herein
B C 9 This Space for Use of Filing Officer
(Date) June 1� )24 DE (Date Time, Filing Office)
REDEYRt PMENT AGENCY Of THE CITY OF HU�iTINGTON BEACH �
_m chief Executive Officer 2
By Secretary
' SIGNATURE(S) OF DEBTOR(S) (TITLE) 3
FIRST INTERSTATE BANK OF CALIFORNIA, AS TRUSTEE �
By ,�` , " , _;� Assistant Secretary b
SIGNATURE(S) OF SECURED PARTY(IES) (TITLE) 6
10 Return Copy 4o
rsarah S. Rhodes
Jones Hall Hill & White 2ATESan
8
s Four Embarcadero Center° Suite I95
0 Francisco CA 941,11
AND ZIP
L J
(4) FILE COPY - DEBTOR
STANDARD FORM FILING FEE S3 00
APPROVED BY THE SECRETARY OF STATE UNIFORM COMMERCIAL CODE- FORM UCC-2 (REDiFOFRM 9 5S802 Poly Pak (50 sets)5P802
ATTACHMENT A
(a) All of Trustor°s right , title and interest now owned
or hereafter acquired in and to the following property (here-
after collectively referred to as "Collateral" ) now or here-
after affixed to, placed upon, or used in connection with the
operation of that certain real property described in Exhibit A
hereto (the "Property" ) and incorporated herein by this reference
or the improvements on the Property and all the proceeds of
such property: all machinery, equipment , engines, appliances
and fixtures for generating or distributing air, water, heat,
electricity, light, fuel or refrigeration, or for ventilating or
sanitary purposes , or for the exclusion of vermin or insects, or
for the removal of dust , refuse or garbage ; all wallbeds, wall
safes , built-in furniture and installations, shelving, lockers ,
partitions , doorstops , vaults, motors, elevators, dumbwaiters,
awnings , window shades , venetian blinds, light fixtures, fire
hoses and brackets and boxes for the same , fire sprinklers,
alarm systems , draperies , drapery rods and brackets, mirrors ,
mantles , screens, linoleum, carpets and carpeting, plumbing ,
bathtubs, sinks , basins , pipes, faucets, water closets, laundry
equipment, washers, dryers , ice boxes, refrigerators, heating
units, stoves , ovens , ranges, dishwashers, disposals, water
heaters, incinerators , furniture, fixtures and furnishings,
communication systems, all specially designed installations and
furnishings and all of said articles of property, all building
materials , supplies and equipment now or hereafter delivered to
the Property, all security and cleaning deposits collected from
any tenants or lessees of any part of the Property, all deposits
collected from purchasers pursuant to contracts for sale of the
Property or any portion of the Property, and , sub,ect to the
provisions of that certain Deed of Trust covering the Property
securing the obligations of Trustor, ( i ) all proceeds of any
fire and/or builders risk insurance policy, or of any policy
insuring the Property (and the contents of the improvement therein)
against any other perils , ( ii ) all awards made in eminent domain
proceedings , or purchased in lieu thereof, made with respect to
the Property and ( iii ) any compensation, award of payment or
relief given by any governmental agency or other source because
of damage to the Property resulting from earthquake, flood,
windstorm or any emergency or any other event and circumstance
(the specific enumerations herein not excluding the general ) ;
together with all additions to, substitutions for, changes in
or replacements of the whole or any part of said articles of
property together with all contract rights of the Debtor in
construction contracts, bonds , agreements for purchase and sale
of the Property, all policies of insurance arising out of the
improvement or ownership of the Property, all present and future
agreements pertaining to the operation of the Property or the
conversion of the improvements to condominiums, and all accounts ,
contract rights , chattel paper, instruments, general intangibles
and other obligations of any kind now or hereafter existing ,
arising out of or in connection with the operation or development
of the Property, all rights now or hereafter existing in and to
all security agreements, leases, and other contracts securing or
otherwise relating to any such accounts, contract rights , chattel
2
papers , instruments , general intangibles or obligations , all
causes of action and recoveries now or hereafter existing for
any loss or diminution in value of the Property , and all proceeds
of any and all of the foregoing Collateral and, to the extent
not otherwise included , all payments under insurance (whether or
not Secured Party is the loss payee thereof ) , or any indemnity ,
warranty or guaranty, payable by reason of loss or damage to or
otherwise with respect to any of the foregoing Collateral , but
excluding any and all trade fixtures and tenant improvements
located on the Property and not owned by the Debtor, provided
that such trade fixtures and/or such tenant improvements are
removed from the Property within thirty (30) days after the
expiration of the lease with any tenant owing such trade fixtures
and/or such tenant improvements.
(b) The owner of record of the real property more particularly described
on Exhibit A hereto is the Redevelopment Agency of the city of Huntington Beach.
3
EXHIBIT A
THE LAND REFERRED TO HEREIN IS SITUATED IN THE 'STATE OF
CALIFORNIA, COUNTY OF ORANGE, CITY OF HUNTINGTON BEACH, AND IS
DESCRIBED AS FOLLOWS!
THAT PORTION OF THE NORTH ONE-HALF OF THE NORTHEAST QUARTER OF
SECTION 357 TOWNSHIP 5 SOUTH, RANGE 11 WEST, IN THE RANCHO LAS
BOLSAS, AS SHOWN ON A MAP RECORDED IN BOOK 51 , PAGE 13 OF
MISCELLANEOUS MAPS, RECORDS OF ORANGE COUNTY, CALIFORNIA, AND THAT
PORTION OF BLOCK E AND BLOCK A OF TRACT NO. 172 AS SHOWN ON A MAP
RECORDED IN BOOK 12, PAGES 21 AND 22 OF SAID MISCELLANEOUS MAPS,
AND PORTION'S OF BLOCKS C AND D OF TRACT NO. 570 AS SHOWN ON A MAP
RECORDED IN BOOK 19, PAGE 41 OF MISCELLANEOUS MAPS, DESCRIBED AS A
WHOLE AS FOLLOWS:
BEGINNING AT THE NORTHWEST CORNER OF LOT NO. 1 OF SAID FLOCK E;
THENCE ALONG THE WEST LINE OF -.AID LOT NO. 1 , SOUTH 0 DEGREES 44'
14" EAST 20. 00 FEET TO THE TRUE POINT OF BEGINNING, SAID POINT
BEING ON A LINE PARALLEL WITH AND 50.00 FEET SOUTH, MEASURED AT
RIGHT AN15LES FROM THE CENTERLINE OF TALBERT AVENUE, AS SAID
CENTERLINE IS SHOWN ON SAID MAP OF TRACT NO. 172; THENCE ALONG SAID
PARALLEL LINE, NORTH 89 DEGREES 09' 30" EAST 90.44 FEET TO THE
BEGINNING OF A TANGENT CURVE CONCAVE 'SOUTHWESTERLY AND HAVING A
RADIUS OF 39.50 FEET; THENCE SOUTHEASTERLY ALONG SAID CURVE,
THROUGH A CENTRAL ANGLE OF 88 DEGREES 27' 37" , AN ARC. DISTANCE
Y
OF 60. 98 FEET TO THE BEGINNING OF A REVERSE CURVE CONCAVE
NORTHEASTERLY AND HAVING A RADIUS OF 240.00 FEET; THENCE
SOUTHEASTERLY ALONG, SAID CURVE, THROUGH A CENTRAL ANGLE OF 30
DEGREES 10' 16" , AN ARC DISTANCE OF 126.38 FEET TO THE BEGINNING OF
A REVERSE CURVE CONCAVE SOUTHWESTERLY AND HAVING A RADIUS OF 200.00
FEET; THENCE SOUTHERLY ALONG SAID CURVE, THROUGH A CENTRAL ANGLE OF
31 DEGREES 49' 00" , AN ARC DISTANCE OF 111 . 06 FEET TO A POINT ON
THE EAST LINE OF LOT NO. 69 OF SAID SLOCK A; THENCE CONTINUING
ALONG SAID EAST LINE OF LOT 69 AND THE EAST LINE OF LOTS 75, 81,
37, 93, 99 AND 105 OF SAID BLOCK A, SOUTH 172.94 FEET TO THE
NORTHWEST CORNER OF LOT 112 OF SAID BLOCK A; THENCE ALONG THE NORTH
LINE OF SAID LOT 112, NORTH 89 DECREES 10 ' 26" EAST 41P.00 FEET TO
THE NORTHEAST CORNER OF SAID LOT 112; THENCE ALONE+ THE EAST LINE 0',-
LOTS 112, 118, 124, 130, 136, 142 AND 14:3 OF '_AID BLOCK A, SOUTH 0
DEGREE'S 49 10" EAST 172.93 FEET TO THE SOUTH LINE OF SAID TRACT
NO. 172, SAID SOUTH LINE ALSO BEING THE NORTH LINE OF TRACT NO.
8197 AS SHOWN ON A MAP RECORDED IN BOOK 452, PAGES 42 THROUGH 48
INCLUSIVE OF SAID MISCELLANEOUS MAPS; THENCE ALONG SAID NORTH LINE,
SOUTH 89 DEGREES 10' 50" WEST 245. 00 FEET TO THE WEST LINE OF SAID
TRACT NO. 8197, 'SAID WEST LINE ALSO BEING THE EAST LINE OF BLOCK D
OF TRACT NO. 570 AS SHOWN ON A MAP RECORDED IN BOOK 19, PASSE 41 OF
SAID MISCELLANEOUS MAPS; THENCE ALONG SAID EAST LINE, SOUTH 0
DEGREES 44' 14" EAST 70. 00 FEET TO A POINT BEING NORTH 0 DEGREES
44' 14" WEST 589.52 FEET FROM THE SOUTHEAST CORNER OF SAID BLOCK D
THENCE SOUTH 89 DEGREES 15' 46" WEST 89.36 FEET; THENCE NORTH 57
DEGREES 12' S 1" WEST 146.93 FEET*7 THENCE NORTH 32 DEGREE'S 47' OQ 11
EAST 112.00 FEET TO A LINE PARALLEL WITH AND 150. O0 FEET WEST,
MEASURED AT RIGHT ANGLES FROM THE WEST LINE OF 'SAID TRACT NO. 172;
THENCE ALONG SAID PARALLEL LINE, NORTH 0 DEGREES 44' 14" WEST
225.00 FEET TO THE NORTH LINE OF THE 'SOUTH ONE-HALF OF THE EAST
ONE-HALF OF THE NORTHEAST QUARTER OF THE NORTHWEST QUARTER OF THE
NORTHEAST QUARTER OF SAID SECTION 357- THENCE ALONG ',AID NORTH LINE,
NORTH 89 DEGREES 10 ' 10" EAST 150.00 FEET TO THE WEST LINE OF SAID
TRACT NO. 172, THENCE NORTH 0 DEGREES 44' 14" WEST ALONG 'SAID WEST
LINE, 279. 76 FEET TO THE TRUE POINT OF BEGINNING+.
EXCEPTING THEREFROM, LOTS 1 AND 13 IN BLOCK A OF '=,AID TRACT NO.
172.
ALSO EXCEPTING THEREFROM, ALL OIL, GAS, AND OTHER HYDROCARBON
SUBSTANCES, IN, ON OR UNDER SAID LAND, AS RESERVED AND GRANTED IN
DEEDS OF RECORD.
2
This FINANCING STATEMENT is presented for filing pursuant t0 the California Uniform Commercial Code
1 DEBTOR (LASTNAMEFIRST IFANINDIVIDUAU 1A SOCIAL SECURITY OR FEDERAL TAX NO 4
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
I
MAILING ADDRESS 1 C CITY STATE 1 D ZIP CODE
_ )00 Main Street lHuntington Beach, California 92648
G nDDITIONAL DEBTOR OF ANY) (LAST NAME FIRST IF AN INDIVI 1U 2 A SOCIAL SECURITY OR FEDERAL TAX NO
28 MAILING ADDRESS 2C CITY STATE 2D ZIPCOOE
V
3 DEBTORS TRADE NAMES OR STYLES OF ANY) 3A FEDERAL TAX NUMBER
i
4 SECUREDPARTY FIRST INTERSTATE BANK OF CALIFORNIA AS TRUSTEE UNDER 4A SOCIAL SECURITY NO FEDERALTAXNO ,
NAME TRUST AGREEMENT DATED AS OF MAY 1, 1984 OR BANK TRANSIT AND A B A NO
MAILING ADDRESS 707 Wilshire Boulevard, 10th Floor
CITYRosemead STATE California ZIPCOD91770
5 ASSIGNEE OF SECURED PARTY OF ANY) 5A SOCIAL SECURITY NO FEDERAL TAX NO
OR BANK TRANSIT AND A B A NO
NAME Gol den State Sanwa Bank
MAILING ADDRES!90OO East Valley Boulevard
CITY Rosemead STATE California ZIPCODi91770
6 This FINANCING STATEMENT covers the following types Or items of property(include desulptlon of real property on which located
and owner of record when required by instruction 4)
TO BE RECORDED/KEY FILED IN THE OFFICE OF THE COUNTY RECORDER, COUNTY OF ORANGE, STATE OF
CALIFORNIA
See Attachment A hereto and by this reference incorporated herein
1 713 DEBTOR(S)SIGNATURE NOT REQUIRED IN ACCORDANCE WITH
7 CHECK ® 17A PRODUCTS OF COLLATERAL INSTRUCTION 5(A)ITEM
IF APPLICABLE ❑ARE ALSO COVERED ❑( 1 ) ❑(2) ❑(3) ❑ (4)
I
8 CHECK ® I ❑
IF APPLICABLE j DEBTOR IS A TRANSMITTING UTILITY IN ACCORDANCE WITH UGC § 9105(1)IN)
1
9 DATE 6/19/1984 10 THIS SPACE FOR USE OF FILING OFFICER
O (DATE TIME FILE NUMBER
® Chief Executive Officer D AND FILING OFFICER)
SIG • B
Secretary E
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH 1
TYPE OR PRINT NAME(S)OF DEBTORS) 2
054
3
EISIO SECUREDPARTYIIESI Assistant Secretar 4
FIRST INTERSTATE BANK OF CALIFORNIA, AS TRUSTEE 5
TYPE OR PRINT NAME(S)OF SECURED PARTY(IES) 6
1 1 Return copy to
7
URE f-Sarah S. Rhodes 8
ADDRESS Jones Hall Hill & White
e
Four Embarcadero Center, Suite 1950
San Francisco CA 94111 O
ZIP CODE L J
FORM UCC 1 - FILING FEE S 3 00
01 FILING OFFICER COPY Approved by the Secretory of State
FR1E5iF0F"--j 6 S$S0,
Poly Pak (50 sets)SPi01
ATTACHMENT A
(a) All of Trustor 's right , title and interest now owned
or hereafter acquired in and to the following property (here-
after collectively referred to as 'Collateral' ) now or here-
after affixed to, placed upon, or used in connection with the
operation of that certain real property described in Exhibit A
hereto (the 'Property' ) and incorporated herein by this reference
or the improvements on the Property and all the proceeds of
such property: all machinery, equipment, engines, appliances
and fixtures for generating or distributing air, water, heat,
electricity, light , fuel or refrigeration, or for ventilating or
sanitary purposes , or for the exclusion of vermin or insects, or
for the removal of dust , refuse or garbage ; all wallbeds, wall
safes, built-in furniture and installations, shelving , lockers ,
partitions, doorstops , vaults , motors, elevators, dumbwaiters,
awnings , window shades, venetian blinds, light fixtures , fire
hoses and brackets and boxes for the same, fire sprinklers,
alarm systems , draperies , drapery rods and brackets, mirrors ,
mantles , screens, linoleum, carpets and carpeting, plumbing,
bathtubs , sinks, basins, pipes, faucets, water closets , laundry
equipment, washers , dryers , ice boxes, refrigerators, heating
units, stoves , ovens , ranges, dishwashers, disposals , water
heaters, incinerators, furniture, fixtures and furnishings,
communication systems, all specially designed installations and
furnishings and all of said articles of propertyp all building
materials , supplies and equipment now or hereafter delivered to
the Property, all security and cleaning deposits collected from
any tenants or lessees of any part of the Property, all deposits
collected from purchasers pursuant to contracts for sale of the
Property or any portion of the Property, and , sub,ect to the
provisions of that certain Deed of Trust covering the Property
securing the obligations of Trustor, ( i ) all proceeds of any
fire and/or builders risk insurance policy, or of any policy
insuring the Property (and the contents of the improvement therein)
against any other perils , ( ii ) all awards made in eminent domain
proceedings , or purchased in lieu thereof , made with respect to
the Property and ( iii ) any compensation, award of payment or
relief given by any governmental agency or other source because
of damage to the Property resulting from earthquake, flood,
windstorm or any emergency or any other event and circumstance
(the specific enumerations herein not excluding the general ) ;
together with all additions to, subgtitutions for, changes in
or replacements of the whole or any part of said articles of
property together with all contract rights of the Debtor in
construction contracts, bonds, agreements for purchase and sale
of the Property, all policies of insurance arising out of the
improvement or ownership of the Property, all present and future
agreements pertaining to the operation of the Property or the
conversion of the improvements to condominiums , and all accounts,
contract rights, chattel paper, instruments, general intangibles
and other obligations of any kind now or hereafter existing,
arising out of or in connection with the operation or development
of the Property, all rights now or hereafter existing in and to
all security agreements, leases, and other contracts securing or
otherwise relating to any such accounts, contract rights, chattel
2
papers, instruments , general intangibles or obligations , '511
causes of action and recoveries now or hereafter existing for
any loss or diminution in value of the Property, and all proceeds
of any and all of the foregoing Collateral and, to the extent
not otherwise included , all payments under insurance (whether or
not Secured Party is the loss payee thereof ) , or any indemnity ,
warranty or guaranty , payable by reason of loss or damage to or
otherwise with respect to any of the foregoing Collateral , but
excluding any and all trade fixtures and tenant improvements
located on the Property and not owned by the Debtor, provided
that such trade fixtures and/or such tenant improvements are
removed from the Property within thirty (30) days after the
expiration of the lease with any tenant owing such trade fixtures
and/or such tenant improvements.
(b) The owner of record of the real property more particularly described
on Exhibit A hereto is the Redevelopment Agency of the city of Huntington Beach.
3
EXHIBIT A
THE LAND REFERRED TO HEREIN IS SIT►JATED IN THE STATE OF
CALIFORNIA, COUNTY OF ORANGE, CITY OF HUNTINGTON BEACH, AND IS
DESCRIBED A .. FOLLOWS:
THAT PORTION OF THE NORTH ONE-HALF OF THE NORTHEAST QUARTER OF
SECTION 35, TOWNSHIP 5 SOUTH, RANGE 11 WEST, IN THE RANCHO LAS
BOLSAS, AS SHOWN ON A MAP RECORDED IN BOOK 51, PAGE 13 OF
MISCELLANEOUS MAPS, RECORDS OF ORANGE COUNTY, CALIFORNIA, AND THAT
PORTION OF BLOCK E AND BLOCK A OF TRACT NO. 172 AS SHOWN ON A MAP
RECORDED IN BOOK 12, PAGES 21 AND 22 OF SAID MISCELLANEOUS MAPS,
AND PORTIONS OF BLOCKS C AND D OF TRACT NO. 570 AS SHOWN ON A MAP
RECORDED IN BOOK 19, PAGE 41 OF MISCELLANEOUS MAPS, DESCRIBED AS A
WHOLE AS FOLLOWS:
BEGINNING_. AT THE NORTHWEST CORNER OF LOT NO. i OF SAID BLOCK E;
THENCE ALONG THE WEST LINE OF SAID LOT NO. 1, SOUTH 0 DEGREES 44'
14" EAST 20. 00 FEET TO THE TRUE POINT OF BEGINNING, SAID POINT
BEING ON A LINE PARALLEL WITH AND 50.00 FEET SOUTH, MEASURED AT
RIGHT ANGLES FROM THE CENTERLINE OF TALBERT AVENUE, AS SAID
CENTERLINE IS SHOWN ON SAID MAP OF TRACT NO. 172; THENCE ALONG SAID
PARALLEL LINE, NORTH 89 DEGREES 09' 30" EAST 90.44 FEET TO THE
BEGINNING OF A TANGENT CURVE CONCAVE SOUTHWESTERLY AND HAVING A
RADIUS OF 39. 50 FEET; THENCE SOUTHEASTERLY ALONG SAID CURVE,
THROUGH A CENTRAL ANGLE OF 88 DEGREES 27 ' 37", AN ARC DISTANCE
OF 60. 98 FEET TO THE BEGINNING OF A REVERSE CURVE CONCAVE
NORTHEASTERLY AND HAVING A RADIUS OF 240.00 FEET; THENCE
SOUTHEASTERLY ALONG SAID CURVE, THROUGH A CENTRAL ANGLE OF 30
DEGREES 10' 16", AN ARC DISTANCE OF 126. 38 FEET TO THE BEGINNING OF
A REVERSE CURVE CONCAVE SOUTHWESTERLY AND HAVING A RADIUS OF 200.00
FEET; THENCE SOUTHERLY ALONG SAID CURVE, THROUGH A CENTRAL ANGLE OF
31 DEGREES 49 ' 00", AN ARC DISTANCE OF 111.06 FEET TO A POINT ON
THE EAST LINE OF LOT NO. 69 OF SAID BLOCK A, THENCE CONTINUING
ALONG SAID EAST LINE OF LOT 69 AND THE EAST LINE OF LOTS 75, 81,
87, 93, " AND 105 OF SAID BLOCK A, SOUTH 172.94 FEET TO THE
NORTHWEST CORNER OF LOT 112 OF SAID BLOCK A; THENCE ALONG THE NORTH
LINE OF SAID LOT 112, NORTH 89 DEGREES 10' 26" EAST 49.00 FEET TO
THE NORTHEAST CORNER OF SAID LOT 112; THENCE ALONG THE EAST LINE OF
LOTS 112, 118, 124, 130, 136, 142 AND 148 OF SAID BLOCK A, SOUTH 0
DEGREES 49 10" EAST 172.93 FEET TO THE SOUTH LINE OF SAID TRACT
NO. 172, SAID SOUTH LINE ALSO BEING THE NORTH LINE OF TRACT NO.
8197 AS SHOWN ON A MAP RECORDED IN BOOK 452, PAGES 42 THROUGH 48
INCLUSIVE OF SAID MISCELLANEOUS MAPS; THENCE ALONG SAID NORTH LINE,
SOUTH 89 DEGREES 10' 50" WEST 245.00 FEET TO THE WEST LINE OF SAID
TRACT NO. 8197, SAID WEST LINE ALSO BEING THE EAST LINE OF BLOCK D
OF TRACT NO. 570 AS SHOWN ON A MAP RECORDED IN BOOK 19, PAGE 41 OF
SAID MISCELLANEOUS. MAPS; THENCE ALONG SAID EAST LINE, SOUTH 0
DEGREES 44' 14" EAST 70.00 FEET TO A POINT BEING NORTH 0 DEGREES
44' 14" WEST 589. 52 FEET FROM THE SOUTHEAST CORNER OF :AID BLOCK D;
THENCE SOUTH 89 DEGREES 15 ' 46" WEST 89.36 FEET; THENCE NORTH 57
DEGREES 12' 51" WEST 146.93 FEET; THENCE NORTH 32 DEGREES 47' 09"
EAST 112. 00 FEET TO A LINE PARALLEL WITH AND 150.00 FEET WEST,
MEASURED AT RIGHT ANGLES FROM THE WEST LINE OF 'SAID TRACT NO. 172;
THENCE ALONG SAID PARALLEL LINE, NORTH O DEGREES 44' 14" WEST
225.00 FEET TO THE NORTH LINE OF THE SOUTH ONE-HALF OF THE EAST
ONE-HALF OF THE NORTHEAST QUARTER OF THE NORTHWEST QUARTER OF THE
NORTHEAST IDUARTER OF SAID 'SECTION 35; THENCE ALONG '=AID NORTH LINE,
NORTH 89 DEGREES 10 ' 10" EAST 150. 00 FEET TO THE WEST LINE OF SAID
TRACT NO. 172; THENCE NORTH 0 DEGREES 44 ' 14" WEST ALONG SAID WEST
LINE, 279. 76 FEET TO THE TRUE POINT OF BEGINNING.
EXCEPTING THEREFROM, LOTS i AND 13 IN BLOCK A OF SAID TRACT NO.
172.
ALSO EXCEPTING THEREFROM, ALL OIL, GAS, AND OTHER HYDROCARBON
SUBSTANCES, IN, ON OR UNDER SAID LAND, AS RESERVED AND GRANTED IN
DEEDS OF RECORD.
2
This FINANCING STATEMENT is presented for filing pursuant to the California Uniform Commercial Code
I DEBTOR (LASTNAME FIRST IFAN INDIVIDUAU 1 A SOCIAL SECURITY OR FEDERALTAX NO
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
IS MAILING ADDRESS 1 C CITY STATE 1 D Zip CODE
'000 Main Street lHuntinqton Beach California 192648
DITIONAL DEBTOR (OF ANY) (LAST NAME FIRST IFAN INDIVIDUAU 2A SOCIAL SECURITY OR FEDERAL TAX NO
2B MAILINGADDRESS 2C CITY STATE 2D ZIPCODE
3 DEBTORS TRADE NAMES OR STYLES (IF ANY) 3A FEDERAL TAX NUMBER
4 SECUREDPARTY FIRST INTERSTATE BANK OF CALIFORNIA, AS TRUSTEE UNDER 4A OR BIANKSECURITY NO TRANSIT AND A B AR NO TAX NO
NAM'TRUST AGREEMENT DATED AS OF MAY 1, 1984
MAILING ADDRESs707 Wilshire Boulevard, 10th Floor
1
CITY Angeles STATECalifornia ZIP CODE 9QQ 17i
5 ASSIGNEE OF SECURED PARTY OF ANY) 5A SOCIAL SECURITY NO FEDERAL TAX NO
OR BANK TRANSIT AND A B A NO
NAME Golden State Sanwa Bank
f
MAILING ADDRESS 9000 East Valley Boulevard
t
CITY pnSpMpgd STATE ra 1 ifirimia ZIP COD
I3 This FINANCING STATEMENT covers the following types or Items df property(include description of real property on which located
and owner of record when required by instruction 4).
See Attachment A hereto and by this reference incorporated herein
1 7B OEBTOR(S)SIGNATURE NOT REQUIRED IN ACCORDANCE WITH
7 CHECK ® 17A PRODUCTS OF COLLATERAL INSTRUCTION 5(A)ITEM
IF APPLICABLE ARE ALSO COVERED ( 1 ) ❑(2) 1 3) (4)
1
8 CHECK
DEBTOR IS A TRANSMITTING UTILITY IN ACCORDANCE WITH UCC § 91 OS(t)INI
IF APPLICABLE 1
g 1 DATE 6/19/1984 C 10 THIS SPACE FOR USE OF FILING OFFICER
o (DATE TIME FILE NUMBER
11111, Ch of Executive Officer O AND FILING OFFICER)
E
SIG O 1 . Secretary
1
TYPE=9V9JPffAT.AqVCY OF THE CITY OF HUNTINGTON BEACH 2
3
SIGNATU EIS)O IECUR�..PAR �=)� Assistant Secretary4
5
FIRST INTERSTATE BANK OF CALIFORNIA, AS TRUSTEE
TYPE OR PRINT NAME(SI OF SECURED PARTYIIES) G
1 t Return copy to
7
NAME r—Sarah S. Rhodes � 8
ADDRESS Jones Hall Hill & White s
(ITV Four Emba rcadero Center, Suite 1950
San Francisco CA 94111 o
nr coot L -J
FORM UCC t - FILING FEE S 3 00
I1)FILING OFFICER COPY Approved by the Secretary of State
�0 SS801
Poly Pak (SO sets) 5P901
ATTACHMENT A
All of Trustor°s right , title and interest now owned
or hereafter acquired in and to the following property (here-
after collectively referred to as "Collateral' ) now or here-
after affixed to, placed upon, or used in connection With the
operation of that certain real property described in Exhibit A
hereto (the ®Property" ) and incorporated herein by this reference
or the improvements on the property and all the proceeds of
such property: all machinery, equipment , engines , appliances
and fixtures for generating or distributing air, eater, heat ,
electricity , light , fuel or refrigeration, or for ventilating or
sanitary purposes , or for the exclusion of vermin or insects , or
for the removal of dust , refuse or garbage ; all wallbeds ► wall
safes , built-in furniture and installations , shelving , lockers ,
partitions , doorstops , vaults , motors , elevators, dumbwaiters,
awnings , window shades , venetian blinds, light fixtures, fire
hoses and brackets and boxes for the same, fire sprinklers,
alarm systems, draperies, drapery rods and brackets, mirrors ,
mantles , screens , linoleum, carpets and carpeting, plumbing,
bathtubs , sinks , basins, pipes, faucets, water closets , laundry
equipment , washers, dryers, ice boxes, refrigerators, heating
units , stoves, ovens , ranges , dishwashers, disposals , water
heaters, incinerators , furniture, fixtures and furnishings,
communication systems, all specially designed installations and
furnishings and all of said articles of property, all building
materials , supplies and equipment now or hereafter delivered to
the Property, all security and cleaning deposits collected from
any tenants or lessees of any pr ,t of the Property, all deposits
collected from purchasers pursuant to contracts for sale of the
Property or any portion of the Property, and, sub)ect to the
provisions of that certain Deed of Trust covering the Property
securing the obligations of Trustor, ( i ) all proceeds of any
fire and/or builders risk insurance policy, or of any policy
insuring the Property (and the contents of the improvement therein)
against any other perils , ( ii ) all awards made in eminent domain
proceedings , or purchased in lieu thereof , made with respect to
the Property and ( iii ) any compensation, award of payment or
relief given by any governmental agency or other source because
of damage to the Property resulting from earthquake, flood,
windstorm or any emergency or any other event and circumstance
(the specific enumerations herein not excluding the general ) ;
together with all additions to, substitutions for, changes in
or replacements of the whole or any part of said articles of
property together with all contract rights of the Debtor in
construction contracts, bonds, agreements for purchase and sale
of the Property, all policies of insurance arising out of the
improvement or ownership of the Property, all present and future
agreements pertaining to the operation of the Property or the
conversion of the improvements to condominiums, and all accounts ,
contract rights, chattel paper, instruments, general intangibles
and other obligations of any kind now or hereafter existing,
arising out of or in connection with the operation or development
of the Property, all rights now or hereafter existing in and to
all security agreements , leases, and other contracts securing or
otherwise relating to any such accounts, contract rights , chattel
2
papers , instruments, general intangibles �r obligations , all
causes of action and recoveries now or hereafter existing for
any loss or diminution in value of the Property, and all proceeds
of any and all of the foregoing Collateral and, to the extent
not otherwise included , all payments under insurance (whether or
not Secured Party is the loss payee thereof ) , or any indemnity,
warranty or guaranty , payable by reason of loss or damage to or
otherwise with respect to any of the foregoing Collateral , but
excluding any and all trade fixtures and tenant improvements
located on the Property and not owned by the Debtor, provided
that such trade fixtures and/or such tenant improvements are
removed from the Property within thirty (30) days after the
expiration of the lease with any tenant owing such trade fixtures
and/or such tenant improvements.
3
EXHIBIT A
THE LAND REFERRED TO HEREIN IS SITUATED IN THE STATE OF
CALIFORNIA, COUNTY OF ORANGE, CITY OF HUNTINGTON BEACH, AND IS
DESCRIBED AS FOLLOWS:
THAT PORTION OF THE NORTH ONE—HALF OF THE NORTHEAST QUARTER OF
SECTION 35, TOWNSHIP 5 SOUTH, RANGE 11 WEST, IN THE RANCHO LAS
BOLSAS, AS SHOWN ON A MAP RECORDED IN BOOK 51 , PAGE 13 OF
MISCELLANEOUS MAPS, RECORDS OF ORANGE COUNTY, CALIFORNIA, AND THAT
PORTION OF BLOCK E AND BLOCK A OF TRACT NO. 172 AS SHOWN ON A MAP
RECORDED IN BOOK 12, PAGES 21 AND 22 OF SAID MISCELLANEOUS MAPS,
AND PORTIONS OF BLOCKS C AND D OF TRACT NO. 570 AS SHOWN ON A MAP
RECORDED IN BOOM' 19, PAGE 41 OF MISCELLANEOUS MAPS, DESCRIBED AS A
WHOLE AS FOLLOWS:
BEGINNING AT THE NORTHWEST CORNER OF LOT NO. 1 OF SAID BLOCK E;
THENCE ALONG THE WEST LINE OF SAID LOT NO. 1 , SOUTH 0 DEGREES 44'
14" EAST 20.00 FEET TO THE TRUE POINT OF BEGINNING, SAID POINT
BEING ON A LINE PARALLEL WITH AND 50.00 FEET SOUTH, MEASURED AT
RIGHT ANGLES FROM THE CENTERLINE OF TALBERT AVENUE, AS SAID
CENTERLINE IS SHOWN ON SAID MAP OF TRACT NO. 172; THENCE ALONG SAID
PARALLEL LINE, NORTH 89 DEGREES 09 ' 30" EAST 90. 44 FEET TO THE
BEGINNING OF A TANGENT CURVE CONCAVE SOUTHWESTERLY AND HAVING A
RADIUS OF 39.50 FEET; THENCE SOUTHEASTERLY ALONG SAID CURVE,
THROUGH A CENTRAL ANGLE OF 88 DEGREES 27' 37" , AN ARC DISTANCE
OF 60. 98 FEET TO THE BEGINNING• OF A REVERSE CURVE CONCAVE
NORTHEASTERLY AND HAVING A RADIUS OF 240.00 FEET; THENCE
SOUTHEASTERLY ALONG SAID CURVE, THROUGH A CENTRAL ANGLE OF 30
DEGREES 10' 16", AN ARC DISTANCE OF 126.38 FEET TO THE BEGINNING OF
A REVERSE CURVE CONCAVE SOUTHWESTERLY AND HAVING A RADIUS OF 200.00
FEET; THENCE SOUTHERLY ALONG SAID CURVE, THROUGH A CENTRAL ANGLE OF
31 DEGREES 49' 00", AN ARC DISTANCE OF 111 .06 FEET TO A POINT ON
THE EAST LINE OF LOT NO. 69 OF SAID BLOCK A; THENCE CONTINUING
ALONG SAID EAST LINE OF LOT 69 AND THE EAST LINE OF LOTS 75, 81 ,
87, 93, 99 AND 105 OF SAID BLOCK, A, SOUTH 172.94 FEET TO THE
NORTHWEST CORNER OF LOT 112 OF SAID BLOCK A; THENCE ALONG THE NORTH
LINE OF SAID LOT 112, NORTH 89 DEGREES 10' 26" EAST 49.00 FEET TO
THE NORTHEAST CORNER OF SAID LOT 112; THENCE ALONG_. THE EAST LINE OF
LOTS 112, 118, 124, 130, 136, 142 AND 148 OF SAID BLOCK A, SOUTH 0
DEGREES 49 10" EAST 172.93 FEET TO THE SOUTH LINE OF SAID TRACT
NO. 172, SAID SOUTH LINE ALSO BEING THE NORTH LINE OF TRACT NO.
8197 AS SHOWN ON A MAP RECORDED IN BOOK 452, PAGES 42 THROUGH 48
INCLUSIVE OF SAID MISCELLANEOUS MAPS; THENCE ALONG SAID NORTH LINE,
SOUTH 89 DEGREES 10' 50" WEST 245.00 FEET TO THE WEST LINE OF SAID
TRACT NO. 8197, SAID WEST LINE ALSO BEING THE EAST LI14E OF BLOCK D
OF TRACT NO. 570 AS SHOWN ON A MAP RECORDED IN BOOM 19, PAGE 41 OF
SAID MISCELLANECoUS MAPS; THENCE ALONG SAID EAST LINE, SOUTH 0
DEGREES 44' 14" EAST 70. 00 FEET TO A POINT BEING NORTH 0 DEGREES
44' 14" WEST 589.52 FEET FROM THE SOUTHEAST CORNER OF SAID BLOCK D;
THENCE SOUTH 89 DEGREES 15' 46" WEST 89. 36 FEET; THENCE NORTH 57
DEGREES 12' 51 " WEST 146.93 FEET; THENCE NORTH 32 DEGREES 47' 09"
EAST 112.00 FEET TO A LINE PARALLEL WITH AND 150. 00 FEET WEST,
MEASURED AT RIGHT ANGLES FROM THE WEST LINE OF SAID TRACT NO. 172;
THENCE ALONG SAID PARALLEL LINE, NORTH 0 DEGREES 44' 14" WEST
225.00 FEET TO THE NORTH LINE OF THE SOUTH ONE-HALF OF THE EAST
ONE-HALF OF THE NORTHEAST QUARTER OF THE NORTHWEST QUARTER OF THE
NORTHEAST QUARTER OF SAID SECTION 35; THENCE ALONG SAID NORTH LINE,
NORTH 89 DEGREES 10 ' 10" EAST 150. 00 FEET TO THE WEST LINE OF SAID
TRACT NO. 172; THENCE NORTH 0 DEGREES 44 ' 14" WEST ALONG SAID WEST
LINE, 279. 76 FEET TO THE TRUE POINT OF BEGINNING.
EXCEPTING THEREFROM, LOTS i AND 13 IN BLOCK A OF SAID TRACT NO.
172.
ALSO EXCEPTING THEREFROM, ALL OIL, GAS, AND OTHER HYDROCARBON
SUBSTANCES, IN, ON OR UNDER SAID LAND, AS RESERVED AND GRANTED IN
DEEDS OF RECORD.
2
2323F JHHW:SSR 05/16/84
CERTIFICATES OF PARTICIPATION
(Emerald Cove Senior Citizens Housing Project)
Evidencing the Proportionate Interests of the Owners
Thereof in Lease Payments to be Made by the
CITY OF HUNTINGTON BEACH, CALIFORNIA
As the Rental for Certain Property Pursuant to a
Lease Agreement with the
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
REQUISITION FOR DISBURSEMENT OF DELIVERY COSTS
The undersigned hereby states and certifies:
(i ) that I am the duly appointed, qualified and acting Chief
Executive Officer of the Redevelopment Agency of the City of Huntington Beach,
a public body, corporate and politic, duly organized and existing under the
laws of the State of California (the "Agency") and as such, I am familiar with
the facts herein certified and am authorized and qualified to certify the
same; and
(ii ) that, pursuant to Section 3.02(1 ) of that certain Trust
Agreement, dated as of May 1 , 1984 (the "Trust Agreement") , by and among First
Interstate Bank of California, as trustee (the "Trustee") , the Agency and the
City of Huntington Beach (the "City") , the undersigned hereby requests the
Trustee to disburse from the Construction Fund established under the Trust
Agreement to each of the payees designated below, the respective sums set
forth opposite such designation, in payment or reimbursement of the following
described Delivery Costs, as that term is defined in the Trust Agreement.
Each of said amounts to be disbursed pursuant to this Requisition, a copy of
the bill or statement of account for each of which is hereto attached, is for
Delivery Costs properly chargeable to said Construction Fund and has not been
the basis of any previous disbursement.
PAYEE AND ADDRESS DESCRIPTION AMOUNT
Golden State Sanwa Bank Letter of Credit Fees $92,000.00
9000 East Valley Boulevard
Rosemead CA 91770
Jones Hall Hill & White, A Special Counsel Legal Fees $30,257 91
Professional Law Corporation
Four Embarcadero Center
Suite 1950
San Francisco CA 94111
PAYEE AND ADDRESS DESCRIPTION AMOUNT
Redevelopment Agency of the Reimburseable Expenses $ 920.92
City of Huntington Beach
2000 Main Street
Huntington Beach CA 92648
Moody' s Investors Service Rating Agency Fee $10,000 00
99 Church Street
New York NY 10007
California Municipal Statistics Debt Service Calculation Fee $ 300.00
244 Kearny Street
San Francisco CA 94108
Rosen, Wachtell & Gilbert Legal Fees re• Letter of Credit $12 ,000.00
1888 Century Park East
21st Floor
Los Angeles CA 90067
Dated: June 19, 1984
r
Chief E cutive fficer,
Redevelopment Agency of the
City of Huntington Beach
2
2324F JHHW:SSR 05/16/84
.gfb 06/18/84
CERTIFICATES OF PARTICIPATION
(Emerald Cove Senior Citizens Housing Project)
Evidencing the Proportionate Interests of the Owners
Thereof in Lease Payments to be Made by the
CITY OF HUNTINGTON BEACH, CALIFORNIA
As the Rental for Certain Property Pursuant to a
Lease Agreement with the
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
REQUISITION NO 1 FOR DISBURSEMENT OF CONSTRUCTION COSTS
The undersigned hereby states and certifies:
(i ) that I am the duly appointed, qualified and acting Senior
Community Development Specialist of the Redevelopment Agency of the City of
Huntington Beach, a public body, corporate and politic, duly organized and
existing under the laws of the State of California (the "Agency") and as such,
I am familiar with the facts herein certified and am authorized and qualified
to certify the same;
(ii ) that, pursuant to Section 3.020 ) of that certain Trust
Agreement, dated as of May 1 , 1984 (the "Trust Agreement") , by and among First
Interstate Bank of California, as trustee (the "Trustee") , the Agency and the
City of Huntington Beach, the undersigned hereby requests the Trustee to
disburse from the Construction Fund established under the Trust Agreement to
each of the payees designated below, the respective sums set forth opposite
such designation, in payment or reimbursement of the following described
Construction Costs, as that term is defined in the Trust Agreement:
PAYEE AND ADDRESS DESCRIPTION AMOUNT
Golden State Sanwa Bank Construction Overview Fee $62,251 .46
9000 East Valley Boulevard
Rosemead CA 91770
(iii ) that each of said amounts to be disbursed pursuant to this
Requisition, a copy of the bill or statement of account for each of which is
hereto attached, has been properly incurred as a Construction Cost properly
chargeable to said Construction Fund and has not been the basis of any
previous disbursement; and
it "r
(iv) that no notice of any lien or claim affecting the right of any
person to receive payment of the amount stated in this Requisition has been
filed or attached.
Dated: June 19, 1984 =
enior Comm ity Deve opm nt Specialist,
development Agency
f--th City of Huntington Beach
APPROVED: June 19, 1984
GOLDEN STATE SANWA BANK
By -
T i t 1 U ce �.t,,�e,,,�
i
2
9000 East Valley Blvd
Rosemead, CA 91770
(818) 288-0220
June 15, 1984
INVOICE
RE: $4 , 600 , 000
Certificates of Participation
(Emerald Cove Senior Citizens Housing Porject)
Evidencing the Proportionate Interests of the
Owners Thereof in Lease Payments to be Made by the
City of Huntington Beach, California
As the Rental For Certain Property Pursuant to a Lease Agreement with the
Redevelopment Agency of the City of Huntington Beach
Item Amount
Letter of Credit Origination Fee. . . . . . . . . . . . . . . $ 46, 000. 00
Letter of Credit First Year' s Annual Fee. . . . . . . 46, 000. 00
Construction Overview Fee. . . . . . . . . . . . . . . . . . . . . . 62,251. 46
Total Due at Closing (6/19/84) $154 , 251. 46
STONES HALL MILL & WHITE,
A PROFESSIONAL LAW CORPORATION
ATTORNEYS AT LAW
KENNETH I JONES FOUR EMBARCADERO CENTER
ANDREW C HALL, JR SUITE 1950
ROBERT J HILL SAN FRANCISCO 94111
SHARON STANTON WHITE
CHARLESF ADAMS
(415) 391-5780
STEPHEN R CASALEGGIO
WILLIAM H MADISON
PHILIP N LEE AUTOMATIC TELECOPIER
JONATHAN STAEBLER (418) 391 5784
JORGEN L NIELSEN
TRACY E CONNER June 19, 1984
City of Huntington Beach
2000 Main Street
Huntington Beach, California 92648
Re: $4,600,000 Certificates of Participation (Emerald
Cove Senior Citizens Housing Project) Evidencing
the Proportionate Interest of the Owners Thereof in
Lease Payments to be Made by the City of Huntington
Beach, California, as Rental for Certain Property
Pursuant to a Lease Agreement With the Redevelopment
Agency of the City of Huntington Beach
INVOICE
For Legal Services Rendered:
1% of the firs $1 ,000,000 of principal $10,000.00
1/2% of the remaining $3,600,000 of principal 18,000.00
$28,000.00
For Reimbursable Expenses:
Delivery and Messenger $470.91
GKL Corporate Search 25 00
Travel 982.00
Closing Costs 780 00
$2,257.91
$30,257.91
may$ investors se mce
»Church Street
New York,N Y.10 M7
MA-293 May 31, 1984
Huntington Beach Redevelopment Agency, California-LOC Backed
c/o Ms. Pamela Wiget
Stone & Youngberg
One California Street
San Francisco, California 94111
For Professional Services
Municipal Bond Rating: $4,600,000 Emerald Cove Senior
Citizens Housing, Certificates
of Participation (LOC: Sanwa Bank,
Ltd.)
FEE: $10,000.
Cam_
-TI
" r54y J-4Y Tx � i - a d
C
CALIFORNIA MLINICIPAL STATISTICS, INC.
244 KEARNY STREET
SAN FRANCISCO 941oe
415 421 3316
April 10, 1984
Ms. Pamela Wiget
Stone & Youngberg
One California St. , Suite 2800
San Francisco, CA 94111
INVOICE
------------------------------------------------------------------------------
Debt Statement for the City of Huntington Beach (Sent to Miller & Schroeder
Municipals on December 21, 1983)
$ 300.00
LAW OFFICES
BOSEN, WACHTELL & GILBEBT
A PROFESSIONAL CORPORATION
1888 CENTURY PARK EAST-SUITE 2100
LOS ANGELES CALIFORNIA 90067-1725 (213)553-2900
FAX(213)553-1507 (213)879-9979
June 18, 1984
1546-20008
First Interstate Bank of California
707 Wilshire Boulevard
Los Angeles, California 90017
Re: City of Huntington Beach - (Emerald Cove)
Senior Citizens Housing Project
For legal services rendered and costs. $12, 000 . 00
FHITZ R STRADLING STRADLING, YOCCA, CARLSON & RAUTH
NICE E YOCCA A PROFESSIONAL CORPORATION
C CRAIO CARLSON
WILLIAM R RAUTH III ATTORNEYS AT LAW
C SCHAAF 660 NEWPORT CENTER DRIVE, SUITE 1600
HARD C GOODMAN
aNJ MURPHY WELLS FARGO BANK BUILDING JOHNE BRECEENRIDOE
1 HOMAS P CLAPB,JR
BEN FRYDMAN POST OFFICE BOX 7680 OF COUNSEL
Rwm R MCEwEN
PAUL L GALE NEWPORT BEACH, CALIFORNIA 92660-6401
RUDOLPH C SHEPARD
M D TALBOT TELEPHONE(714)640 7035
BRUCE C STUART
DOUGLAS F HiOHAM TELECOPIER (714)640 7332
E KURT YEAGEH
DARYL H CARLSON
ROBERT J WHALEN
JAMES M PHILLIPS.JR
SCOTT E MCCONNELL
RENA C STONE
RANDALL J SHEHMAN
BARNEYA ALLISOx June 19, 1984
BRUCE FEUCHTEB
LAwRENCE D FRENZEL
MARE J HUEBSCH
PEOIA GROUNDWATER
DONALD J HAMMAN
ToNY L LowE
CHRISTOPHER J KILPATRICK
NANCY RADER WHITEHEAD
LEWIS G FELDMAN
SYLVIA D LAUTSCH
CLAPS H LIBENSON
Stone & Youngberg, as representative
of the Underwriters
Kidder, Peabody & Co. Incorporated
c/o Stone & Youngberg
One California Street
Suite 2800
San Francisco, California 94111
Re: $4,600,000 Principal Amount of Certificates of
Participation (Emerald Cove Senior Citizens
Housing Project)
Ladies/Gentlemen:
We have acted as special counsel for the Redevelopment
Agency of the City of Huntington Beach ( "Agency") in connection
with the sale and delivery of $4. 6 million principal amount of
Certificates of Participation (Emerald Cove Senior Citizens
Housing Project) dated as of June 1, 1984 ( "Certificates" ) .
This opinion is delivered to you as required by that certain
Contract of Purchase ( "Contract of Purchase" ) dated May 31,
1984 by and among you as purchaser of the Certificates, the
Agency, the City of Huntington Beach ( "City" ) and First
Interstate Bank, as trustee. All capitalized terms used herein
shall have the same meaning ascribed to them in the Contract of
Purchase unless indicated to the contrary.
In rendering this opinion we have examined originals
or certified copies of the Contract of Purchase, Trust
Agreement, the Lease, the Deed of Trust, the Assignment, the
Agency Letter of Representation, and such other resolutions,
ordinances, documents, agreements, certificates, opinions and
Stone & Youngberg
June 19, 1984
Page Two
information as we have deemed necessary. We have assumed, for
the purposes of this opinion, that all signatures on all
documents are genuine, the documents shown to us are complete,
no modifications to any thereof exist, and that all documents,
other than documents executed by the Agency, have been executed
by persons with full authority to execute them and bind the
parties thereto. We have, in addition, relied upon
certificates of officers of the Agency and an opinion of the
attorney of the City dated as of the date hereof, and the
certificates and opinions of others as to certain factual
matters, and in connection therewith, have not made any
independent investigation or verification of the matter set
forth therein, but have relied solely on such certificates and
opinions for the purposes of our opinion. We have not been
engaged nor have we undertaken to review the accuracy,
completeness or sufficiency of any financial information or
offering material relating to the Certificates or the senior
citizens housing project to be constructed with the proceeds
thereof, and we express no opinion relating thereto, except as
specifically set forth herein.
Based upon the foregoing and subject to the
conditions, limitations and assumptions set forth herein, we
are of the opinion that:
(i ) the Agency is a public body, corporate and
politic, duly organized, validly existing and in good standing
under the laws of the State of California;
( ii) the Agency has full legal power and adequate
corporate authority to enter into the Trust Agreement, Lease,
Deed of Trust, the Assignment and the Agency Letter of
Representation, to approve the Contract of Purchase, to own its
properties and to carry on its business as then conducted;
( iii) The Agency Letter of Representation has been
authorized, executed and delivered by the Agency, and consti-
tutes the valid and binding agreement of the Agency, except as
enforceability of the indemnification provisions thereof may be
limited by applicable securities laws or public policy;
( iv) The Deed of Trust, the Trust Agreement, the
Assignment, the Agency Letter of Representation and the Lease
have been validly authorized and executed and delivered by the
Agency and constitute valid and binding agreements of the
Stone & Youngberg
June 19, 1984
Page Three
Agency, enforceable in accordance with their terms, except as
enforcement thereof may be limited by bankruptcy, insolvency or
other laws affecting enforcement of creditors' rights and by
the application of equitable principals if equitable remedies
are sought, provided that in rendering the foregoing opinion we
have relied upon the telephonic advice today from a
representative of Jones, Hall, Hill & White, a professional
corporation ( "Special Counsel") as to (a) the recording of the
Deed of Trust, (b) the payment of all applicable recording
charges, filing fees and taxes, and (c) the title company' s
issuance of its lender' s policy of title insurance in the form
required by Section 5.6 of the Trust Agreement and the
statement of a representative of Special Counsel that the UCC-1
Financing Statement executed by the Agency as debtor, in favor
of First Interstate Bank of California as trustee, will be duly
filed with the Secretary of the State of California;
(v) The Agency has approved the Contract of Purchase;
(vi) The description of the Agency in the official
Statement is correct;
(vii) Except for the issuance of building permits,
zoning variances, if any, and similar ministerial governmental
approvals associated with the construction of the project, no
consent, approval, authorization or order of any court or
governmental body is required for the consummation by the
Agency of the transactions contemplated herein, except as such
as have been obtained and as such as may be required under the
State Securities or Blue Sky laws in connection with the
purchase or distribution of the Certificates by you;
(viii) To the best of our knowledge, no litigation or
proceeding is pending or threatened against the Agency (a) to
restrain or enjoin the delivery of any of the Certificates or
the collection of revenues pledged under the Lease Agreement,
(b) in any way contesting the validity of the Certificates, the
Trust Agreement, the Assignment, the Lease, the Deed of Trust,
the Agency Letter of Representation or the Contract of
Purchase, or the authority of the Agency to enter into the
Assignment, the Lease, the Deed of Trust, the Agency Letter of
Representation or the Contract of Purchase, or the Trust
Agreement, or (c) in any way contesting the powers of the
Agency in connection with any action contemplated by the
Contract of Purchase;
Stone & Youngberg
June 19, 1984
Page Four
(ix) The execution and delivery of the Trust
Agreement, the Lease, the Assignment, the Agency Letter of
Representation and the Deed of Trust by the Agency and
performance by the Agency of its obligations thereunder will
not conflict with or result in any breach of any of the terms,
conditions or provisions of any agreement or instrument to
which the Agency is a party or constitute a default thereunder,
and all consents, approvals, authorizations and orders of a
governmental or regulatory authority, if any, which are
required to be obtained by the Agency for the consummation of
the transactions contemplated hereby or as conditions precedent
to the issuance of the Certificates have been obtained
(provided no opinion is hereby expressed as to any action
required under State security or Blue Sky laws in connection
with the purchase or distribution of the Certificates by you) ;
( x) Nothing has come to our attention which would
indicate that the description of the Agency contained in the
Official Statement contains an untrue statement of a material
fact or omits to state a material fact necessary to make the
statements therein, in light of the circumstances under which
they were made, not misleading.
The validity and binding nature of the Trust
Agreement, Lease, Deed of Trust and Assignment are subject to
and limited by the following:
(a) Limitations imposed by certain California court
decisions on granting strict enforcement of certain covenants
in contracts absent a showing of damage to the party to whom
the covenants run, impairment of value of collateral or
impairment of the obligor' s ability to pay;
(b) The unenforceability under certain circumstances
of contractual provisions respecting various self-help or
summary remedies without notice or opportunity for hearing or
correction, especially if their operation would work a
substantial forfeiture or impose a substantial penalty upon the
burdened party;
(c) The unenforceability under certain circumstances
of provisions waiving broadly or vaguely stated rights, rights
expressed by statute or public policies, or unknown future
rights and of provisions that rights or remedies are not
Stone & Youngberg
June 19, 1984
Page Five
exclusive, that every right or remedy is cumulative and may be
exercised in addition to or with some other right or remedy or
the election of some particular remedy or remedies does not
preclude recourse to one or more others;
(d) The effect of Section 1670.5 of the California
Civil Code which provides that a court may refuse to enforce a
contract which was "unconscionable" at the time it was made;
(e) The effect of Sections 3439.01 to 3442,
inclusive, of the California Civil Code;
(f) The effect of Section 2954.5 of the California
Civil Code which provides that before a default, delinquency or
late payment which may be assessed by any lender, the borrower
must be given notice or informed by billing or other notices
provided in such section; and
- (g) The effect of Section 2924( c) of the California
Civil Code which provides that whenever the maturity of an
obligation secured by a deed of trust is accelerated by reason
of a default in the payment of interest or by any installment
of principal or other sums secured thereby, the trustor and
certain other entitled persons have the right at any time
within three months of the recording of the notice of default
under such Deed of Trust to secure such default by paying the
entire amount then due (including certain reasonable costs and
expenses incurred in enforcing such obligations, but excluding
any amounts which would not otherwise be due but for such
acceleration) and thereby reinstate such Deed of Trust and the
obligations secured thereby to the same effect as if such
acceleration had not occurred.
With respect to the opinion rendered in paragraph ( iv)
above, we call your attention to the fact that the validity,
binding nature and enforceability of certain provisions of the
Deed of Trust related to the remedies available thereunder upon
the default of the Agency are subject to the effect of Section
9501 (4) of the California Uniform Commercial Code and Section
726 of the California Civil Procedure which provides that there
could be but one form of action for recovery on a debt secured
by real property.
Stone & Youngberg
June 19, 1984
Page Six
The opinions expressed herein are subject to the
City' s and/or Agency' s failure to obtain title to Parcels 1 and
13 as described in Exhibit A to the Deed of Trust.
We are licensed to practice law only in the State of
California. Accordingly, the foregoing opinion applies only
insofar as the laws of the State of California or the United
States of America may be concerned.
This opinion is furnished pursuant to your request and
it is intended solely for your benefit and may not be relied
upon by, nor copies delivered to any other person, without our
prior written consent.
Very truly yours,
X
VI 16yo
8458P/2273/00
INCUMBENCY CERTIFICATE
I, Joni Kemsley, Assistant Secretary of FIRST INTERSTATE BANK OF
CALIFORNIA, a California corporation, hereby certify that by
resolution duly adopted by the Board of Directors of this
Corporation, the officers named upon this certificate have been
duly elected, are now acting and are qualified to sign on behalf
of this Corporation, that the specimen signatures appearing
opposite the names and titles are the genuine signatures of such
officers and that said resolutions electin ese officers are
now in full force and effect.
Carmel Tully, Vice President &
Assistant Secretary e
s
R. Bradley, Trust Officer &
Assistant Secretary i
R. Ruelos , Assistant Trust Officer �
P. Emge, Assistant Trust Officer �
WITNESS my hand and the seal of said Corporation this 19th day of
June, 1984 .
Assistant Secretary
of
FIRST INTERSTATE BANK OF CALIFORNIA
CERTIFIED COPY OF RESOLUTION OF BOARD OF DIRECTORS
of
FIRST INTERSTATE BANK OF CALIFORNIA
RESOLVED, that the Chairman of the Board, the President, any Vice Chairman,
Executive Vice President, Senior Vice President, Vice President, the Cashier,
the Comptroller, or any Senior Trust Officer, together with the Secretary or
any Manager, Assistant Manager, Trust Officer, Assistant Vice President,
Assistant Trust Officer, Assistant Cashier, Assistant Comptroller, Corporate
Facilities Officer, Assistant Secretary, Operations Manager, Operations
Officer, Corporate Banking Officer, Banking Officer, Investment Officer, or
International Banking Officer, with or without the seal of this Corporation,
may:
(1) make, sign, execute, and deliver in the name of and on behalf of
this Corporation on its own account or as fiduciary of any court
or private trust account, all bond indentures, conveyances, deeds,
quit-claims, leases, mortgages, security agreements, powers of
attorney, bonds of indemnity or other undertakings, contracts for
the purchase or sales of real or personal property, repurchase
agreements, guaranties, reconveyances of property, releases and
satisfactions of mortgages, security agreements, judgments, and
other liens;
(2) assign, transfer, and deliver bonds, certificates of stock and
other obligations and instruments belonging to this Corporation or
any trust held by this Corporation;
(3) except as otherwise provided in this resolution, make, sign,
execute, and deliver any other instruments, documents or agree-
ments relating to or affecting the property or business of this
Corporation, or the property or business of any court trust held
by this Corporation, or the property or business of any private
trust held by this Corporation, which may be found necessary,
proper or expedient to be executed, signed or delivered in conduct-
ing the business of this Corporation.
FURTHER RESOLVED, that the Chairman of the Board, the President, any Vice
Chairman, Executive Vice President, Senior Vice President, Vice President,
the Cashier, Comptroller, Secretary, any Senior Trust Officer, or Manager,
with or without the seal of this Corporation, and in the name of and on
behalf of this Corporation on its own account or as fiduciary of any court
or private trust account may.
(1) make, execute, and deliver loan agreements and modifications or
amendments thereto and extend, or consent to the extension of, the
time for payment of any note, mortgage, security agreement or deed
of trust,
(2) make, execute, and deliver assignments or reassignments of any
notes, mortgages, security agreements, leases, royalties,
insurance policies or any other documents executed in favor of or
assigned to this Corporation as security for any indebtedness.
FURTHER RESOLVED, that the Chairman of the Board, the President, any Vice
Chairman, Executive Vice President, Senior Vice President, Vice President,
the Cashier, Comptroller, Secretary, any Senior Trust Officer, Manager,
Assistant Manager, Trust Officer, Assistant Vice President, Assistant Trust
Officer, Assistant Cashier, Assistant Comptroller, Assistant Secretary,
Operations Manager, Operations Officer, Corporate Banking Officer, Banking
Officer, Investment Officer, International Banking Officer, or Leasing
Officer, with or without the seal of this Corporation, and in the name of
and on behalf of this Corporation on its own account or as fiduciary of any
court or private trust account may:
(1) make, execute, and deliver full or partial releases or satisfactions
of mortgages, security agreements, loan agreements, assignments or
liens relating to or affecting real or personal property;
(2) make, execute, and deliver financing statements, statements of
continuation, release, assignment, termination, and amendment, and
any other documents relating to or affecting a security interest
in personal property, settlement agreements, bankruptcy claims;
(3) accept delivery and receipt for any money or property paid or
delivered to this Corporation;
(4) A. Make, execute and deliver (a) requests to any trustee or
trustees named in any deed of trust under which this Corporation
is or may hereafter become beneficiary or assignee of any benefi-
ciary, for a full or partial reconveyance of the property covered
by such deed of trust; (b) notices of breach and election of this
Corporation to sell or cause to be sold any property described in
any aforementioned deed of trust, to satisfy the obligation
secured by said deed of trust, as is provided in Section 2924, of
the Civil Code; (c) notices to trustee or trustees named in any
aforementioned deed of trust, to proceed to carry out the terms of
said described in the said deed of trust, as is provided for by
law, and to apply the proceeds to the satisfaction of the obliga-
tion to this corporation secured by said deed of trust, (d) full
and/or partial reconveyances when and as required under deeds of
trust pursuant to which this Corporation is acting as Trustee and
Notices of Trustee' s Sale and any and all other documents of every
nature to be executed in connection with foreclosures under such
deeds of trust excepting Trustee' s deed after sale; (e) certify
notes as being secured by deeds of trust and/or declarations of
trusts,
B. Do any other act or sign any other document that may be
necessary, expedient or proper in order to protect the rights of
the said Corporation in any of said deeds of trust, and bring
about the performance of the terms of any of said deeds of trust
to satisfy the obligation to this Corporation on its own account
or in any fiduciary or representative capacity;
-2-
(S) accept court trusts, accept private trusts, accept and consent to
the conversion of private trusts into court trusts, sign and
verify petitions and accounts and returns of sale and reports and
all other pleadings and documents proper to be filed in probate or
other court proceedings respecting a court or private trust, sign
and verify pleadings in actions at law or in equity, petition for
the appointment of this Corporation as Executor, Administrator,
Administrator with the Will Annexed, Guardian, Trustee, Conservator,
and Receiver in any proceedings in probate or in equity, take and
sign oaths and verifications to Letters Testamentary, Letters of
Administration, Letters of Guardianship, Letters of Conservatorship,
appointments as Trustee and Receiver, and such other oaths and
verifications on the part of this Corporation as may be necessary
or proper in any proceeding, resign as Executor, Administrator,
Guardian, Trustee, Conservator or Receiver,
(6) execute and deliver proxies and powers of attorney to vote shares
of corporate stocks held by this Corporation for itself or as
Executor, Administrator, Receiver or Trustee, or any other repre-
sentative or fiduciary capacity;
(7) certify Certificates of Beneficial Interest, certificates of
ownership and other evidences of the rights of beneficiaries in
and to court and private trusts held by this Corporation,
(8) sign (a) certificates of authentication for and on behalf of this
Corporation as trustee, or in other representative capacities ,
with respect to bonds , notes, debentures and other obligations
issued under corporate mortgages , trust agreements and other
indentures executed to this Corporation and (b) certificates for
securities deposited, interim certificates and other certificates
for and on behalf of this Corporation as depository or agent,
(9) countersign bonds, notes, certificates of stock, voting trust
certificates or participation certificates on behalf of this
Corporation as transfer agent or registrar;
(10) certify certificates of cancellation and of cremation of stocks
and bonds,
(11) certify copies of any By-Law, record, document or any instrument
belonging to this Corporation or to any trust held by it
FURTHER RESOLVED, that a copy of this resolution be recorded at the discretion
of the Secretary in the office of the County Recorder of any County of the
State of California.
-3-
I, Joni hemsley, Assistant Secretary of FIRST INTERSTATE BANK OF CALIFORNIA,
a California corporation, hereby certify that the foregoing is
a full, true, and correct copy of a resolution duly adopted by the Board of
Directors of said Corporation at a meeting of said Board duly and regularly
held on the 16th day of April, 1984, at which meeting a quorum of said
Board was present and acting, and that said resolutions are in full force and
effect and have not been revoked.
WIT'' ESS my hand and seal of said Corporation this 1 9 t h day of June , 1984 .
Assistant Secretary
of
FIRST INTERSTATE BANK OF CALIFORNIA
2326F JHHW:SSR 05/16/84
CERTIFICATES OF PARTICIPATION
(Emerald Cove Senior Citizens Housing Project)
Evidencing the Proportionate Interests of the Owners
Thereof in Lease Payments to be Made by the
CITY OF HUNTINGTON BEACH, CALIFORNIA
As the Rental for Certain Property Pursuant to a
Lease Agreement with the
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
CERTIFICATE OF TRUSTEE
The undersigned hereby states and certifies:
(i ) that I am a duly appointed, qualified and acting Assistant
Secretary of First Interstate Bank of California, as trustee (the "Trustee")
under that certain Trust Agreement, dated as of May 1 , 1984, by and among
First Interstate Bank of California, the Redevelopment Agency of the City of
Huntington Beach and the City of Huntington Beach; and
00 that the representations and warranties of the Trustee contained
in the Contract of Purchase, dated May 31 , 1984, by and among Stone &
Youngberg, the Trustee, the City and the Agency, are true and correct as of
the date hereof as though made on and as of the date hereof.
Dated: June 19, 1984
sis ant Secre ary,
First Ier Bank f
nt California
This STATEMENT is presented for filing pursuant to the California Uniform Commercial Code
) FILE NO OF ORIG FINANCING STATEMENT IA DATE OF FILING OF ORIG FINANCING 113 DATE OF ORIG FINANCING STATEMENT )C PLACE OF FILING ORIG FINANCING STATEMENT
STATEMENT,
me n Rcrdr CA
2 '4 (LAST NAME FIRST) 2A SOCIAL SECURITY OR FEDERAL TAX NO
— )EVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
2f} MA ING ADDRESS Uuntjngtan-jgdgh.
0 CITY STATE 2D ZIP CODE
ili r i
3 ADDITIONAL DEBTOR ryF ANY, ,LAST NAME FIRST, 3A SOCIAL SECURITY OR FEDERAL TAX NO
3B MAILING ADDRESS 7
Y STATE 3D ZIP CODE
4 SECURED PARTY FIRST INTERSTATE BANK OF CALIFORNIA, AS TRUSTEE UNDER TRUST 4A SOCIAL SECURITY NO FEDERAL TAX NO DR
BANK TRANSIT AND ABA NO
NAMEAGREEMENT DATED AS OF MAY 1, 1984
MAILING ADDREs�707 Wilshire Boulevard, loth Floor
CITYAagp] STATEifQrniaZIP COPE
5 ASSIGNEE OF SECURED PARTY IF AN Y 5A SOCIAL SECURITY No FEDERAL TAX NO OR ,
BANK TRANSIT AND A B A No
NAME Golden State Sanwa Bank
MAILING ADDRESS 9000 East Valley Boulevard
CITY Rosemead STATEifQrnj& ZIP CODE 917ZQ +
6 CONTINUATION The original Financing Statement between the foregoing Debtor and Secured Party bearing the file number and date shown above
❑is continued If collateral is crops Or timber check here and insert description of real property on which growing or to be grown in Item
A 7 below
eaRELEASE From the collateral described In the Financing Statement bearing the file number shown above the Secured Party releases the collateral !
described in Item 7 below
nASSIGNMENT The Secured Party certifies that the Secured Party has assigned to the Assignee above named, all the Secured Party's rights under the
EIXX� Financing Statement beonng the file number shown above in the collateral described in Item 7 below
(�TERMINATION The Secured Party certifies that the Secured Party no longer claims a security interest under the Financing Statement bearing the file
o+ number shown above
u AMENDMENT The Financing Statement bearing the file number shown above is amended as set forth in Item 7 below (Signature of Debtor required
on all amendments)
F❑OTHER
7. TO BE RECORDED/FILED IN THE OFFICE OF THE COUNTY RECORDER, COUNTY OF ORANGE, STATE OF CALIFORNIP
See Attachment A hereto and by this reference incorporated herein
B CO 9 This Space for Use of Filing Officer
(Date) June 19 1984 D (Date, Time, Filing Office)
Ar—riirV,4rX THE CITY OF HUNTINGTON BEACH
Chief Executive Officer 2
By, Secretary3
E�( (TITLE)
BANKFIRST NTrDrTATP F CALIFORNIA AS TRUSTEE 4
By Assistant Secretary 5
SIGNATURES) OF SECURED PARTY(IES) (TITLE) 6
10 Return Copy $®
r Sarah S. Rhodes
7
NJ Jones Hall Hill & White 8
AD' Four Embarcadero Center, Suite 1950
ATY,STA
ND ZIPS San Francisco CA 94111 9
L —�
(1) FILING OFFICER COPY
STANDARD FORM FILING FEE f3 00 ®SSB02 Poly Pak(50 soft)SP302
STANDARD BY FOTWEE SECRETARY Of STATE YNIFORY COtlgERC1AL CODE- FORM YCG-E
ATTACHMENT A
(a) All of Trustor's tight , title and interest now owned
or hereafter acquired in and to the following property (here-
after collectively referred to as 'Collateral® ) now or here-
after Sffixed to, placed upon , or used in connection with the
operation of that certain real property described in Exhibit A
hereto (the 'Property' ) and incorporated herein by this reference
or the improvements on the Property and all the proceeds of
such property: all machinery , equipment , engines, appliances
and fixtures for generating or distributing air, water• heat '
electricity , light , fuel or refrigeration , or for ventilating or
sanitary purposes , or for the exclusion of vervain or insects, or
for the removal of dust , refuse or garbage ; all wallbeds, wall
safes , built-in furniture and installations , shelving, lockers,
partitions , doorstops , vaults, motors , elevators, dumbwaiters,
awnings , window shades , venetian blinds , light fixtures, fire
hoses and brackets and boxes for the same , fire sprinklers,
alarm systems , draperies , drapery rods and brackets, mirrors ,
mantles , screens , linoleum, carpets and carpeting, plumbing,
bathtubs , sinks , basins , pipes, faucets, water closets, laundry
equipment , washers , dryers , ice boxes, refrigerators, heating
units, stoves , ovens , ranges, dishwashers , disposals, water
heaters, incinerators, furniture, fixtures and furnishings,
communication systems, all specially designed installations and
furnishings and all of said articles of property, all building
materials , supplies and equipment now or hereafter delivered to
the Property , all security and cleaning deposits collected from
any tenants or lessees of any part of the property, all deposits
collected from purchasers pursuant to contracts for sale of the
Property or any portion of the property, and , sub,ect to the
provisions of that certain Deed of Trust covering the Property
securing the obligations of Trustor, ( i ) all proceeds of any
fire and/or builders risk insurance policy, or of any policy
insuring the property (and the contents of the improvement therein)
against any other perils , ( ia ) all awards made in eminent domain
proceedings , or purchased in lieu thereof , made with respect to
the property and ( iii ) any compensation, award of payment or
relief given by any governmental agency or other source because
of damage to the Property resulting from earthquake, flood,
windstorm or any emergency or any other event and circumstance
(the specific enumerations herein not excluding the general ) ;
together with all additions to, substitutions for, changes in
or replacements of the whole or any part of said articles of
property together with all contract rights of the Debtor in
construction contracts , bonds , agreements for purchase and sale
of the Property, all policies of insurance arising out of the
improvement or ownership of the Property, all present and future
agreements pertaining to the operation of the Property or the
conversion of the improvements to condominiums , and all accounts,
contract rights, chattel paper® instruments, general intangibles
and other obligations of any kind now or hereafter existing ,
arising out of or in connection with the operation or development
of the Property, all rights now or hereafter existing in and to
all security agreements, leases, and other contracts securing or
otherwise relating to any such accounts, contract rights ► chattel
2
papers , instruments , general intangibles or obligations , all
causes of action and recoveries now or hereafter existing for
any loss or diminution in value of the Property , and all proceeds
of any and all of the foregoing Collateral and, to the extent
not otherwise included , all payments under insurance (whether or
not Secured party is the loss payee thereof ) ► or any indemnity ,
warranty or guaranty , payable by reason of loss or damage to or
otherwise with respect to any of the foregoing Collateral , but
excluding any and all trade fixtures and tenant improvements
located on the Property and not owned by the Debtor, provided
that such trade fixtures and/or such tenant improvements are
removed from the Property within thirty (30) days after the
expiration of the lease with any tenant owing such trade fixtures
and/or such tenant improvements.
(b) The owner of record of the real property more particularly described
on Exhibit A hereto is the Redevelopment Agency of the City of Huntington Beach.
3
EXHIBIT A
THE LAND REFERRED TO HEREIN IS SITUATED IN THE STATE OF
CALIFORNIA, COUNTY OF ORANGE, CITY OF HUNTINGTON BEACH, AND IS
DESCRIBED AS FOLLOWS!
THAT PORTION OF THE NORTH ONE-HALF OF THE NORTHEAST QUARTER OF
SECTION 35, TOWNSHIP 5 SOUTH, RANGE 11 WEST, IN THE RANCHO LAS
BOLSAS, AS SHOWN ON A MAP RECORDED IN BOOK 51 , PAGE 13 OF
MISCELLANEOUS MAPS, RECORDS OF ORANGE COUNTY, CALIFORNIA, AND THAT
PORTION OF BLOCK. E AND BLOCK A OF TRACT NO. 172 AS SHOWN ON A MAP
RECORDED IN BOOK 12, PAGES 21 AND 22 OF SAID MISCELLANEOUS MAPS,
AND PORTIONS OF BLOCKS C AND D OF tRACT NO. 570 AS SHOWN ON A MAP
RECORDED IN BOOK 19, PAGE 41 OF MISCELLANEOUS MAPS, DESCRIBED AS A
WHOLE AS FOLLOWS:
BEGINNING_, AT THE NORTHWEST CORNER OF LOT NO. i OF SAID BLOCK E;
THENCE ALONG THE WEST LINE OF SAID LOT NO. 1 , SOUTH O DEGREES 44'
14" EAST 20. 00 FEET TO THE TRUE POINT OF BEGINNING, SAID POINT
BEING ON A LINE PARALLEL WITH AND 50.00 FEET SOUTH, MEASURED AT
RIGHT ANGLES FROM THE CENTERLINE OF TALBERT AVENUE, AS SAID
CENTERLINE IS 'SHOWN ON SAID MAP OF TRACT NO. 172; THENCE ALONG SAID
PARALLEL LINE, NORTH 89 DEGREES 09' 30" EAST 90.44 FEET TO THE
BEGINNING OF A TANGENT CURVE CONCAVE SOUTHWESTERLY AND HAVING A
RADIUS OF -3.9. 50 FEET; THENCE SOUTHEASTERLY ALONG SAID CURVE,
THROUGH A CENTRAL ANGLE OF 88 DEGREES 27 ' 37" , AN ARC DISTANCE
OF 60. 98 FEET TO THE BEGINNING OF A REVERSE CURVE CONCAVE
NORTHEASTERLY AND HAVING A RADIUS OF 240.00 FEET; THENCE
SOUTHEASTERLY ALONG SAID CURVE, THROUGH A CENTRAL ANGLE OF 30
DEGREES 10' 16", AN ARC DISTANCE OF 126.38 FEET TO THE BEGINNING OF
A REVERSE CURVE CONCAVE SOUTHWESTERLY AND HAVING A RADIUS OF 200.00
FEET; THENCE SOUTHERLY ALONG SAID CURVE, THROUGH A CENTRAL ANGLE OF
31 DEGREES 49 ' 0011 , AN ARC DISTANCE OF 111 .06 FEET TO A POINT ON
THE EAST LINE OF LOT NO. 69 OF SAID BLOCK A; THENCE CONTINUING
ALONG SAID EAST LINE OF LOT 69 AND THE EAST LINE OF LOTS 75, 81,
87, 93, 99 AND 105 OF SAID BLOCK A, SOUTH 172.94 FEET TO THE
NORTHWEST CORNER OF LOT 112 OF SAID BLOCK A; THENCE ALONG THE NORTH
LINE OF SAID LOT 112, NORTH 89 DEGREES 10' 26" EAST 49.00 FEET TO
THE NORTHEAST CORNER OF SAID LOT 112; THENCE ALONG, THE EAST LINE OF
LOTS 112, 118, 124, 130, 136, 142 AND 148 OF SAID BLOCK A, SOUTH 0
DEGREES 49 10" EAST 172.93 FEET TO THE SOUTH LINE OF SAID TRACT
NO. 172, SAID SOUTH LINE ALSO BEING THE NORTH LINE OF TRACT NO.
8197 AS SHOWN ON A MAP RECORDED IN BOOK 452, PAGES 42 THROUGH 48
INCLUSIVE OF SAID MISCELLANEOUS MAPS; THENCE ALONG SAID NORTH LINE,
SOUTH 89 DEGREES 10' 50" WEST 245.00 FEET TO THE WEST LINE OF SAID
TRACT NO. 8197, SAID WEST LINE ALSO FEING THE EAST LINE OF BLOCK D
OF TRACT NO. 570 AS SHOWN ON A MAP RECORDED IN BOOK 19, PAGE 41 OF
SAID MISCELLANEOUS MAPS; THENCE ALONG SAID EAST LINE, SOUTH 0
DEGREES 44' 14" EAST 70. 00 FEET TO A POINT BEING NORTH 0 DEGREES
44' 14" WEST 589.52 FEET FROM THE SOUTHEAST CORNER OF SAID BLOCK D;
THENCE SOUTH 89 DEGREES 15 ' 46" WEST 89. 36 FEET; THENCE NORTH 57
DEGREES 12' 51" WEST 146.93 FEET; THENCE NORTH 32 DEGREES 47' 09"
EAST 112. 00 FEET TO A LINE PARALLEL WITH AND 150.00 FEET WEST,
MEASURED AT RIGHT ANGLES FROM THE WEST LINE OF 'SAID TRACT NO. 172;
THENCE ALONG SAID PARALLEL LINE, NORTH 0 DEGREES 44' 14" WEST
225. 00 FEET TO THE NORTH LINE OF THE SOUTH ONE-HALF OF THE EAST
ONE-HALF OF THE NORTHEAST QUARTER OF THE NORTHWEST QUARTER OF THE
NORTHEAST QUARTER OF SAID SECTION 35; THENCE ALONG SAID NORTH LINE,
NORTH 89 DEGREES 10 ' 10" EAST 150. 00 FEET TO THE WEST LINE OF SAID
TRACT NO. 172; THENCE NORTH 0 DEGREES 44 ' 14" WEST ALONG, SAID WEST
LINE, 279. 76 FEET TO THE TRUE POINT OF BEGINNING.
EXCEPTING THEREFROM, LOTS 1 AND 13 IN BLOCK A OF SAID TRACT NO.
172.
ALSO EXCEPTING THEREFROM, ALL OIL, GAS, AND OTHER HYDROCARBON
SUBSTANCES, IN, ON OR UNDER SAID LAND, AS RESERVED AND GRANTED IN
DEEDS OF RECORD.
2
This STATEMENT is presented for filing pursuant to the California Uniform Commercial Code
I FILE NO OF ORIG FINANCING STATEMW 1 A DATE OF FILING OF ORIG FINANCING I B DATE OF ORIG FINANCING STATEMENT IC PLACE OF FILING ORIG FINANCING STATEMENT
STATEMENT June 19, 1984 June 19, 1984 Sacramento, California
2 IR (LAST NAME FIRSTI 2A SOCIAL SECURITY OR FEDERAL TAX NO
KEDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
i� MAILING ADDRESS 2C CITY STATE 2D ZIP CODE
2000 MAIN STREET HUNTINGTON BEACH, CALIFORNIA 92648
3 ADDITIONAL DEBTOR IIF ANY, (LAST NAME FIRST, 3A SOCIAL SECURITY OR FEDERAL TAX NO
3B MAILING ADDRESS 3C CITY STATE 3D ZIP CODE
4 SECURED PARTY 4A SOCIAL SECURITY NO FEDERAL TAX NO OR
FIRST INTERSTATE BANK OF CALIFORNIA, TRUSTEE UNDER TRUST BANK TRANSIT AND ABA NO
NAME AGREEMENT DATED AS OF MAY 1, 1984
MAILING ADDRESS 707 Wilshire Boulevard, 10th Fl .
CITYLos Aagelps STATE California ZIP LODE 20017
5 ASSIGNEE OF SECURED PARTY IF ANY, 5A SOCIAL SECURITY NO FEDERAL TAX NO OR
BANK TRANSIT AND A B A NO
NAMEGolden State Sanwa Bank
MAILING ADDRESS9000 East Valley Boulevard '
CITYRosemead STATECal ifQrnia ZIP CODE
6 CONTINUATION-The original Financing Statement between the foregoing Debtor and Secured Party bearing the file number and dote shown above
Is continued If collateral is crops or timber check here and Insert description of real property on which growing or to be grown in Item
A a 7 befaw
RELEASE From the collateral described in the Financing Statement bearing the file number shown above the Secured Party releases the collateral I
s�described in Item 7 below
nASSIGNMENT The Secured Party certifies that the Secured Party has assigned to the Assignee above named all the Secured Party s rights under the
cu s i Financing Statement bearing the file number shown above in the collateral described in Item 7 below
TERMINATION The Secured Party certifies that the Secured Party no longer claims a security interest under the Financing Statement bearing the file
D�number shown above
AMENDMENT The Financing Statement bearing the file number shown above is amended as set forth in Item 7 below (Signature of Debtor required
on all amendments)
IF OTHER
7.
see Attachment A hereto and by this reference incorporated herein
I
i
B C 9 This Space for Use of Filing Officer
Date
)June June 19, 1984 19 D (Date, Time, Filing Office)
REDEV MENT AUNCYooiftr THE jGITY OF HUNTINGTON BEACH I
ief Executive Officer 2
By - Sec r e t a r 3
@( p (TITLE)
FIRST INTERSTATE BANK OF CALIFORNIA, AS TRUSTEE 4
B - � Assistant Secretary 5
y SIGNATURE(S) OF SECURED PARTY(IES) (TITLE) 6
10 Return Copy to
7
NA rSarah S. Rhodes � g
ADDRESS Jones Hall Hill & White
CITY,STATE Foue Embarcadero Center, Suite 1950 9
AND ZIP LSan Francisco CA 94111 J
(1) FILING OFFICER COPY
STANDARD FORM FfUNG FEE S300
APPROVED BY THE SECRETARY OF STATE UNIFORM COME CODE- FORM UCC�E
M 9 SS802 Poly Pak(50 sets)WSW
ATTACHMENT A
All of Trustor's right , title and interest now owned
or hereafter acquired in and to the following property (here-
after collectively referred to as 'Collateral' ) now or here-
after affixed to, placed upon, or used in connection with the
operation of that certain real property described in Exhibit A
hereto (the 'Property' ) and incorporated herein by this reference
or the improvements on the Property and all the proceeds of
such property: all machinery► equipment , engines, appliances
and fixtures for generating or distributing air, water, heat ,
electricity► light , fuel or refrigeration, or for ventilating or
sanitary purposes , or for the exclusion of vermin or insects, or
for the removal of dust, refuse or garbage ; all wallbeds, wall
safes, built-in furniture and installations , shelving , lockers ,
partitions , doorstops , vaults , motors , elevators, dumbwaiters,
awnings , window shades, venetian blinds , light fixtures, fire
hoses and brackets and boxes for the same, fire sprinklers,
alarm systems , draperies, drapery rods and brackets, mirrors,
mantles , screens, linoleum, carpets and carpeting, plumbing ►
bathtubs , sinks , basins , pipes, faucets , water closets, laundry
equipment, washers , dryers, ice boxes, refrigerators, heating
units, stoves, ovens , ranges, dishwashers, disposals, water
heaters, incinerators , furniture, fixtures and furnishings,
communication systems, all specially designed installations and
furnishings and all of said articles of property, all building
materials , supplies and equipment now or hereafter delivered to
the Property, all security and cleaning deposits collected from
,ny tenants or lessees of any part of the Property, all deposits
collected from purchasers pursuant to contracts for sale of the
Property or any portion of the Property, and , sub]ect to the
provisions of that certain Deed of Trust covering the Property
securing the obligations of Trustor, ( i ) all proceeds of any
fire and/or builders risk insurance policy, or of any policy
insuring the Property (and the contents of the improvement therein)
against any other perils , ( ii ) all awards made in eminent domain
proceedings , or purchased in lieu thereof , made with respect to
the Property and ( iii ) any compensation , award of payment or
relief given by any governmental agency or other source because
of damage to the Property resulting from earthquake, flood,
windstorm or any emergency or any other event and circumstance
(the specific enumerations herein not excluding the general ) :
together with all additions to , substitutions for, changes in
or replacements of the whole or any part of said articles of
property together with all contract rights of the Debtor in
construction contracts , bonds , agreements for purchase and sale
of the Property, all policies of insurance arising out of the
improvement or ownership of the Property, all present and future
agreements pertaining to the operation of the Property or the
conversion of the improvements to condominiums, and all accounts ,
contract rights , chattel paper, instruments, general intangibles
and other obligations of any kind now or hereafter existing,
arising out of or in connection with the operation or development
of the Property , all rights now or hereafter existing in and to
all security agreements , leases, and other contracts securing or
otherwise relating to any such accounts, contract rights , chattel
2
papers , I general intangibles or obligations , all
causes of action and recoveries now or hereafter existing for
any loss or diminution in value of the Property, and all proceeds
of any and all of the foregoing Collateral and, to the extent
not otherwise included , all payments under insurance (whether or
not Secured Party is the loss payee thereof ) , or any indemnity,
warranty or guaranty, payable by reason of loss or damage to or
otherwise with respect to any of the foregoing Collateral , but
excluding any and all trade fixtures and tenant improvements
located on the Property and not owned by the Debtor, provided
that such trade fixtures and/or such tenant improvements are
removed from the Property within thirty (30) days after the
expiration of the lease with any tenant owing such trade fixtures
and/or such tenant improvements.
3
EXHIBIT A
THE LAND REFERRED TO HEREIN IS SITUATED IN THE STATE OF
CALIFORNIA, COUNTY OF ORANGE, CITY OF HUNTINGTON BEACH, AND IS
DESCRIBED A , FOLLOWS:
THAT PORTION OF THE NORTH ONE-HALF OF THE NORTHEAST QUARTER OF
SECTION 35, TOWNSHIP 5 SOUTH, RANGE 11 WEST, IN THE RANCHO LAS
BOLSAS, AS SHOWN ON A MAP RECORDED IN BOOK 51 , PAGE 13 OF
MISCELLANEOUS MAPS, RECORDS OF ORANGE COUNTY, CALIFORNIA, AND THAT
PORTION OF BLOCK E AND BLOCK A OF TRACT NO. 172 AS SHOWN ON A MAP
RECORDED IN BOOK 12, PAGES 21 AND i2 OF SAID MISCELLANEOUS MAPS,
AND PORTIONS OF BLOCKS C AND D OF TRACT NO. 570 AS SHOWN ON A MAP
RECORDED IN BOOK 19, PAGE 41 OF MISCELLANEOUS MAPS, DESCRIBED AS A
WHOLE AS FOLLOWS:
BEGINNING AT THE NORTHWEST CORNER OF LOT NO. 1 OF SAID BLOCK E;
THENCE ALONG THE WEST LINE OF SAID LOT NO. 1 , SOUTH 0 DEGREES 44'
14" EAST 20. 00 FEET TO THE TRUE POINT OF BEGINNING, SAID POINT
BEING ON A LINE PARALLEL WITH AND 50.00 FEET SOUTH, MEASURED AT
RIGHT ANGLES FROM THE CENTERLINE OF TALBERT AVENUE, AS SAID
CENTERLINE IS SHOWN ON SAID MAP OF TRACT NO. 172; THENCE ALONG SAID
PARALLEL LINE, NORTH 89 DEGREES 09' 30" EAST 90.44 FEET TO THE
BEGINNING OF A TANGENT CURVE CONCAVE SOUTHWESTERLY AND HAVING A
RADIUS OF 39.50 FEET; THENCE SOUTHEASTERLY ALONG SAID CURVE,
THROUGH A CENTRAL ANGLE OF 88 DEGREES 27 ' 37", AN ARC DISTANCE
OF 60. 98 FEET TO THE BEGINNING OF A REVERSE CURVE CONCAVE
NORTHEASTERLY AND HAVING A RADIUS OF 240. 00 FEET; THENCE
SOUTHEASTERLY ALONG SAID CURVE, THROUGH A CENTRAL ANGLE OF 30
DEGREES 10' 16", AN ARC DISTANCE OF 126.38 FEET TO THE BEGINNING OF
A REVERSE CURVE CONCAVE SOUTHWESTERLY AND HAVING A RADIUS OF 200.00
FEET; THENCE SOUTHERLY ALONG SAID CURVE, THROUGH A CENTRAL ANGLE OF
31 DEGREES 49 ' 0011, AN ARC DISTANCE OF 111.06 FEET TO A POINT ON
THE EAST LINE OF LOT NO. 69 OF SAID BLOCK A; THENCE CONTINUING
ALONG SAID EAST LINE OF LOT 69 AND THE EAST LINE OF LOTS 75, 81,
87, 93, 99 AND 105 OF SAID BLOCK. A, SOUTH 172.94 FEET TO THE
NORTHWEST CORNER OF LOT 112 OF SAID BLOCK A; THENCE ALONG THE NORTH
LINE OF SAID LOT 112, NORTH 89 DEGREES 10' 26" EAST 49.00 FEET TO
THE NORTHEAST CORNER OF SAID LOT 112; THENCE ALONG, THE EAST LINE OF
LOTS 112, 118, 124, 130, 136, 142 AND 148 OF SAID BLOCK A, SOUTH 0
DEGREES 49 10" EAST 172.93 FEET TO THE SOUTH LINE OF SAID TRACT
NO. 172, SAID SOUTH LINE ALSO BEING THE NORTH LINE OF TRACT NO.
8197 AS SHOWN ON A MAP RECORDED IN BOOK 452, PAGES 42 THROUGH 48
INCLUSIVE OF SAID MISCELLANEOUS MAPS; THENCE ALONG SAID NORTH LINE,
SOUTH 89 DEGREES 10' 50" WEST 245.00 FEET TO THE WEST LINE OF SAID
TRACT NO. $197, SAID WEST LINE ALSO BEING THE EAST LINE OF BLOCK D
OF TRACT NO. 570 AS SHOWN ON A MAP RECORDED IN BOOK 19, PAGE 41 OF
SAID MISCELLANEOUS MAP'; THENCE ALONG SAID EAST LINE, SOUTH 0
DEGREES 44' 14" EAST 70.00 FEET TO A POINT BEING NORTH 0 DEGREES
44' 14" WEST 589.52 FEET FROM THE SOUTHEAST CORNER OF SAID BLOCK D;
THENCE SOUTH 89 DEGREES 15' 46" WEST 89. 36 FEET; THENCE NORTH 57
DEGREES 12' 51" WEST 146.93 FEET; THENCE NORTH 32 DEGREES 47' 09"
EAST 112.00 FEET TO A LINE PARALLEL WITH AND 150. 00 FEET WEST,
MEASURED AT RIGHT ANGLES FROM THE WEST LINE OF 'SAID TRACT NO. 172;
THENCE ALONG SAID PARALLEL LINE, NORTH 0 DEGREES 44' 14" WEST
225.00 FEET TO THE NORTH LINE OF THE SOUTH ONE-HALF OF THE EAST
ONE-HALF OF THE NORTHEAST QUARTER OF THE NORTHWEST QUARTER OF THE
NORTHEAST QUARTER OF SAID SECTION 35; THENCE ALONG SAID NORTH LINE,
NORTH 89 DEGREES 10 ' 10" EAST 150. 00 FEET TO THE WEST LINE OF SAID
TRACT NO. 172; THENCE NORTH 0 DEGREES 44 ' 14" WEST ALONG SAID WEST
LINE, 279. 76 FEET TO THE TRUE POINT OF BEGINNING.
EXCEPTING THEREFROM, LOTS 1 AND 0 IN BLOCK A OF SAID TRACT NO.
172.
ALSO EXCEPTING THEREFROM, ALL OIL, GAS, AND OTHER HYDROCARBON
SUBSTANCES, IN, ON OR UNDER SAID LAND, AS RESERVED AND GRANTED IN
DEEDS OF RECORD.
2
2329F JHHW:SSR 06/18/84
CERTIFICATES OF PARTICIPATION
(Emerald Cove Senior Citizens Housing Project)
Evidencing the Proportionate Interests of the Owners
Thereof in Lease Payments to be Made by the
CITY OF HUNTINGTON BEACH, CALIFORNIA
As the Rental for Certain Property Pursuant to a
Lease Agreement with the
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
TRUSTEE' S RECEIPT OF FUNDS AND LETTERS OF CREDIT
The undersigned hereby states and certifies:
(i ) that I am a duly appointed, qualified and acting Assistant
Secretary of First Interstate Bank of California, as trustee (the "Trustee")
under that certain Trust Agreement, dated as of May 1 , 1984 (the "Trust
Agreement") , by and among First Interstate Bank of California, the
Redevelopment Agency of the City of Huntington Beach and the City of
Huntington Beach;
(ii ) that on the date hereof I received from Stone & Youngberg and
Kidder, Peabody & Co Incorporated, as purchasers of $4,600,000 aggregate
principal amount of Certificates of Participation (Emerald Cove Senior
Citizens Housing Project) , the following amounts , being the purchase price of
said Certificates, for deposit in the following funds and accounts established
pursuant to the Trust Agreement.
$ 194,222 22 For deposit into the Interest Reserve Fund
(representing the Interest Reserve Requirement of 160
days ' interest component of the Lease Payments) ,
$ 36,416 67 For deposit into the Lease Payment Reserve Fund
(representing the maximum monthly Lease Payment) ,
$ 437,000.00 For deposit into the Lease Payment Fund (representing
$21 ,850.00 accrued interest from June 1 , 1984 to the
date hereof and $415,150 00 capitalized interest from
the date hereof to June 1 , 1985) ,
$ 46,000.00 For deposit into the special Letter of Credit Fee
Account, and
$3,781 ,711 .11 For deposit into the Construction Fund;
TOTAL $4,495,350.00
(iii ) that said total purchase price was computed as follows:
$4,600,000.00 Face Amount of Certificates
(126,500.00) Less Underwriting Discount of 2.75%
21 ,850.00 Plus Accrued Interest from June 1 , 1984 to June 19,
1984
$4,495,350.00
O v> that I received this date from Golden State Sanwa Bank an
irrevocable letter of credit for the account of the City in favor of the
Trustee in the amount of $4,600,000, and
(v) that I received this date from The Sanwa Bank, Limited, an
irrevocable letter of credit confirming the above-described letter of credit,
in favor of the Trustee
Dated: June 19, 1984
i6x'
A S Si stantry,
First Interstate Bank of California
2
S
S TONE AND YOUNGBB'MVE L IJ S FAR G O BAN X
v NATIONAL ASSOCIATION Na 5 0 5 8 9 9 sC
FFIE
tJ
CASHIERS CHECK 42DMONTGOMERYSTTV RT V4
ETEITSSANFRANCSCOO CALIFORNIA 9416Q NE 19, „ 24 001
19 1210,8,
FAY
�43 495, 350.00
FIRST INTERSTATE BANK OF CALIFORNIA.' R
TO THE TRUSTEE FOR CITY OF HUNTINGTON BEACH
ORDER
OF CLEARING HOUSE FUNDS.
TIAO SIGNATT R REOJIPEC
L J
n• 505899110 a® b 2 &000 2480® 976 7 5030 L4111
Al
GETACH FPCM CHE,, ON, RETAIN'HI,vOUCr EP"OR vOJP NECOOD NO.5 0 5 8 9 9 sc
420 MONTGOMERt STREET WE IIA IS FAR G® IBAW X SAN FRANCISCO CALIFORNIA
NATIONAL ASSOCIATION
SETTLEMENT DF
SEC 50A l2 821
F%I'Sf First Interstate Bank
of California
.. A Box 3667 Terminal Annex
nte►state Los Angeles, CA 90051
®Bank
June 19 , 1984
Stone & Youngberg
One California Street, Suite 2800
San Francisco, California 94111
Re: 4 , 600 , 000 Certificates of Participation
(Emerald Cove Senior Citizens Housing
Project ) City of Huntington Beach, Ca.
As counsel to First Interstate Bank of California,
a Trustee under the Trust Agreement dated as of May 1, 1984 ,
securing the issuance of the above-referenced certificates
( the "Trustee" ) , I have examined the Contract of Purchase
executed by you in connection with the purchase of the above-
referenced certificates ( the "Contract of Purchase" ) together
with the Trust Agreement, the Assignment and the Certificates
as those terms are defined in the Contract of Purchase.
Based upon such examination, it is my opinion that :
( 1) the Trustee is and will be as of the
date hereof a California banking corporation duly
organized and validly existing under the laws of
California having full power and being qualified
to enter, accept and administer the trust created
under the Trust Agreement and the Assignment , and
to execute and deliver the Certificates ; and
( 11 ) the Trust Agreement, the Assignment ,
the Certificates and the Contract of Purchase
have been duly authorized, executed and delivered
by the Trustee.
------'---
G. Sinclair Price
Vice President and
Trust Counsel
First Interstate Bank of California
GSP:kad
� W
The Official Bank of the 1984 ®d)ymp!CS
2331F JHHW:SSR 05/16/84
CERTIFICATES OF PARTICIPATION
(Emerald Cove Senior Citizens Housing Project)
Evidencing the Proportionate Interests of the Owners
Thereof in Lease Payments to be Made by the
CITY OF HUNTINGTON BEACH, CALIFORNIA
As the Rental for Certain Property Pursuant to a
Lease Agreement with the
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
CERTIFICATE DESIGNATING BANK REPRESENTATIVE
For all purposes of that certain Letter of Credit and Reimbursement
Agreement, dated as of May 1 , 1984, by and between the City of Huntington
Beach (the "City") and Golden State Sanwa Bank (the "Bank") , and for all
purposes of that certain Trust Agreement, dated as of May 1 , 1984, by and
among First Interstate Bank of California, as trustee (the "Trustee") , the
Redevelopment Agency of the City of Huntington Beach and the City, and for all
purposes with respect to the financing to be accomplished from the proceeds of
the above-referenced Certificates of Participation, the following named person
or persons are hereby designated to act on behalf of the Bank as Bank
Representative, as that term is defined in said Trust Agreement:
Name Title Signature
Eugene A. Slagoski Executive Vice President
Andrew L. Bard Vice President
Ted Emmons Assistant Vice Presid At
This designation may be amended or rescinded at any time hereafter by
written notice to the City and the Trustee given by any authorized officer of
the Bank at the respective addresses set forth in said Reimbursement
Agreement, provided that no such action shall be deemed to affect any action
taken pursuant to any certificate prior to the time notice of the amendment or
rescission has been given to the City and to the Trustee.
Dated: June 19, 1984
GOLDEN STATE SANWA BANK
By
Vice President
r , S
2332F JHHW:SSR 05/16/84
CERTIFICATES OF PARTICIPATION
(Emerald Cove Senior Citizens Housing Project)
Evidencing the Proportionate Interests of the Owners
Thereof in Lease Payments to be Made by the
CITY OF HUNTINGTON BEACH, CALIFORNIA
As the Rental for Certain Property Pursuant to a
Lease Agreement with the
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
CERTIFICATE OF BANK
The undersigned hereby states and certifies:
(i ) that I am the duly appointed, qualified and acting Vice President
of Golden State Sanwa Bank (the "Bank") , and as such am a Bank Representative,
as that term is defined in that certain Trust Agreement, dated as of May 1 ,
1984 (the "Trust Agreement") , by and among First Interstate Bank of
California, as trustee (the "Trustee") , the Redevelopment Agency of the City
of Huntington Beach (the "Agency") and the City of Huntington Beach (the
"City") , am familiar with the facts herein certified and am authorized to
certify the same on behalf of the Bank;
(ii ) that, to the best of my knowledge and after reasonable
investigation, the information concerning the Bank contained in the Official
Statement dated May 31 , 1984 pertaining to the captioned Certificates of
Participation (the "Official Statement") under the captions "The Letter of
Credit" and "Golden State Sanwa Bank" , as of the date of the Official
Statement and as of the date hereof, does not contain any untrue statement of
a material fact required or necessary to make the statements therein, in the
light of the circumstances under which they are made, not misleading in any
material respect,
(iii ) that the Bank hereby confirms its prior authorization of the use
of the Preliminary Official Statement in connection with the offer, sale and
distribution of said Certificates of Participation;
(iv) that the Bank has duly authorized, executed and delivered the
Letter of Credit and Letter of Credit and Reimbursement Agreement, dated as of
May 1 , 1984, by and between the City and the Bank (the "Reimbursement
Agreement") , and the Letter of Credit and the Reimbursement Agreement are the
valid and binding agreements of the Bank, enforceable in accordance with their
terms, except as the same may be limited by (a) insolvency, reorganization,
liquidation, readjustment of debt or other laws affecting the enforcement of
creditors' rights as they may be applied in the event of the insolvency,
reorganization, liquidation, readjustment of debt or similar event of the
Bank, or (b) moratorium or similar occurrence affecting the Bank; and
(v) that the Bank has, to the best of my knowledge, complied and
will , after the date of the Official Statement and prior to the termination of
the offering of said Certificates of Participation offered by the Contract of
Purchase, dated May 31 , 1984, by and among Stone & Youngberg, the Trustee, the
City and the Agency, comply with written requests for copies of the documents
referred to under the caption "Golden State Sanwa Bank" .
Dated: June 19, 1984
GOLDEN STATE SANWA BANK
Vice President
2
2334F JHHW:SSR 05/16/84
:gfb 06/18/84
CERTIFICATES OF PARTICIPATION
(Emerald Cove Senior Citizens Housing Project)
Evidencing the Proportionate Interests of the Owners
Thereof in Lease Payments to be Made by the
CITY OF HUNTINGTON BEACH, CALIFORNIA
As the Rental for Certain Property Pursuant to a
Lease Agreement with the
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
CERTIFICATE OF CONFIRMING BANK
The undersigned hereby states and certifies:
(i ) that I am the duly appointed, qualified and acting Deputy General
Manager of The Sanwa Bank, Limited (the "Confirming Bank") , and as such am
familiar with the facts herein certified and am authorized to certify the same
on behalf of the Confirming Bank;
(ii ) that, to the best of my knowledge and after reasonable
investigation, the information concerning the Confirming Bank contained in the
Official Statement dated May 31 , 1984 pertaining to the captioned Certificates
of Participation (the "Official Statement") under the captions "The Letter of
Credit" and "The Sanwa Bank, Limited" , as of the __date of the Official
Statement and as of the date hereof, does not contain any untrue statement of
a material fact required or necessary to make the statements therein, in the
light of the circumstances under which they are made, not misleading in any
material respect;
(iii ) that the Confirming Bank hereby confirms its prior authorization
of the use of the Preliminary Official Statement in connection with the offer,
sale and distribution of said Certificates of Participation;
(iv) that the Confirming Bank has duly authorized, executed and
confirmed the Letter of Credit and Letter of Credit and Reimbursement
Agreement, dated as of May 1 , 1984, by and between the City of Huntington
Beach and Golden State Sanwa Bank (the "Reimbursement Agreement") , and the
Letter of Credit and the Reimbursement Agreement are the valid and binding
agreements of the Confirming Bank, enforceable in accordance with their terms,
except as the same may be limited by (a) insolvency, reorganization,
liquidation, readjustment of debt or other laws affecting the enforcement of -
creditors' rights as they may be applied in the event of the insolvency,
reorganization, liquidation, readjustment of debt or similar event of the
Confirming Bank, or (b) moratorium or similar occurrence affecting the
Confirming Bank; and
(v) that the Confirming Bank has , to the best of my knowledge,
complied and will , after the date of the Official Statement and prior to the
termination of the offering of said Certificates of Participation offered by
the Contract of Purchase, dated May 31 , 1984, by and among Stone & Youngberg,
First Interstate Bank of California, the City of Huntington Beach and the
Redevelopment Agency of the City of Huntington Beach, comply with written
requests for copies of the documents referred to under the caption "The Sanwa
Bank, Limited"
Dated June 19, 1984
THE SANWA BANK, LIMITED
By i T-
Title Deputy General Manager
2
i
LAW OFFICES
HARVEY S GILBERT M ICHAEL L WACHTELL AoSEN, WACHTELL & GILBEBT
HARVEY H ROSEN SAN FRANCISCO OFFICE
ANITA Y WOLMAN A PROFESSIONAL CORPORATION
LAWRENCE C MEYERSON 3 EMBARCADERO CENTER
LARRY W GABRIEL 1888 CENTURY PARK EAST
MARTIN D FERN SUITE 2100 SUITE 1830
PETER F MCANDREWS SAN FRANCISCO,CALIFORNIA 94111-40 2 1
ROBERT M SILVERMAN LOS ANGELES, CALIFORNIA 90067-1725
DAVID J BLOCK TELEPHONE
JONATHAN JOSEPH TELEPHONES (415)434-2300
JANIS S PENTON
KIRK S RENSE (213) 5S3-2900 (213) 879-9979 TELECOPIER
BEVERLY A COOK
415 788-4592
DANY MARGOLIES TELECOPIER
JEFFREY S WRUBLE
MARK S SHIPOW (213) 553-IS07
EDWARD A MURPHY
RICHARD L GALIN CABLE ADDRESS RWGLAW
DAVID M BROWNE
RUSSELL F WOLPERT
BRIAN R STRANGE
JEAN BERKOWITZ IN REPLY
LYNN NICHOLAS
OF COUNSEL
June 19 , 1984 REFER TO
DAVID BOW WOO NEIL G M<CARROLL U 918 . 18
EDWARD B RASCH
1546-20008
Stone & Youngberg
One California Street
San Francisco, California 94111
Re: Certificates of Participation
( Emerald Cove Senior Citizens
Housing Project) ( the "Certificates" )
Ladies and Gentlemen:
We have acted as special counsel to Golden State
Sanwa Bank, a California banking corporation ( the "Bank" ) and
to The Sanwa Bank Limited , a Japanese banking corporation ( the
"Confirming Bank" ) and , as such, are delivering this opinion
pursuant to the terms of Section 7 (b) (7 ) of the Contract of
Purchase among you, the City of Huntington Beach ( the "City" ) ,
the Redevelopment Agency of the City of Huntington Beach ( the
"Agency" ) and First Interstate Bank of California ( the
"Trustee" ) as trustee for the benefit of the owners of the
Certificates executed and delivered under the Trust Agreement
dated as of May 1 , 1984 among the Trustee, the City and the
Agency ( the "Trust Agreement" ) , and in connection with the
issuance by the Bank of its Irrevocable Letter of Credit
dated June 19 , 1984 ( the "Letter of Credit" ) confirmed by
the Confirming Bank ( the "Confirming Letter of Credit" ) .
The Letter of Credit is issued in favor of the Trustee and
for the account of the City. As such special counsel for
the Bank and the Confirming Bank, we have reviewed the
terms of the Letter of Credit, the Confirming Letter of
Credit, the Letter of Credit and Reimbursement Agreement
dated as of May 1 , 1984 , between the Bank and the City and
examined and relied upon such other documents and opinions
and made those inquiries which we deemed necessary or
appropriate.
June 19 , 1984
Page Two
Based upon the foregoing and incorporating the law,
regulations and published interpretations as of this date, in
our opinion:
( 1 ) the Bank is a California corporation duly and
validly existing and in good standing under
the laws of the State of California-
( 2 ) the Letter of Credit constitutes the legal ,
valid , binding , unconditional and irrevocable
obligation of the Bank enforceable against the
Bank in accordance with its terms, except as
the enforceability thereof may be limited by
applicable reorganization, insolvency , liqui-
dation, adjustment of debt, moratorium or other
similar laws affecting the enforcement of the
rights of creditors generally, as such laws may
be applied in the event of the reorganization,
insolvency, liquidation, adjustment of debt or
similar proceeding or a moratorium applicable
to the Bank, and by general principles of equity-
( 3 ) the Confirming Letter of Credit constitutes the
legal , valid , binding, unconditional and irrev-
ocable obligation of the Confirming Bank enforce-
able against the Confirming Bank in accordance
with its terms, except as the enforceability
thereof may be limited by applicable reorgani-
zation, insolvency, liquidation, adjustment of
debt, moratorium or other similar laws affecting
the enforcement of the rights of creditors
generally, as such laws may be applied in the
event of the reorganization, insolvency, liqui-
dation, adjustment of debt or similar proceeding
or a moratorium applicable to the Confirming
Bank , and by general principles of equity-
(4 ) payments of principal to the owners of the
Certificates from moneys drawn under either the
Letter of Credit or the Confirming Letter of
Credit will not constitute a voidable trans-
fer under the United States Bankruptcy Code in
the event of a bankruptcy of the City or the
Agency.
June 19 , 1984
Page Three
( 5) the Confirming Letter of Credit is exempt from
registration under the Securities Act of 1933,
as amended pursuant to Section 3 (a) ( 2 ) of said
act.
(6 ) the insolvency of the Bank would be governed
by the California Financial Code and the
regulations promulgated by the Superintendent
of Banks of the State of California and by the
Federal Deposit Insurance Corporation, which
code and regulations do not grant the receiver
of an insolvent bank the right to bring an
action similar to an action available to a
trustee in bankruptcy pursuant to Section
547 (b) of the United States Bankruptcy Code,
except that such receiver may rely upon general
principles of equity.
(7 ) nothing has come to our attention which would
indicate that the information regarding the
Bank contained in the Preliminary Official
Statement and the Official Statement under the
caption "Golden State Sanwa Bank" and the in-
formation contained under the captions "The
Letter of Credit" and "Summary of Legal Docu-
ments - Deed of Trust and Assignment of Rents"
contains an untrue statement of a material
fact or omits to state a material fact neces-
sary to make the statements therein, in the
light of the circumstances under which they
were made, not misleading .
In rendering the opinion set forth in paragraph ( 1 )
above , we have relied upon a Certificate of Status of recent
date issued by the Secretary of State of the State of Cali-
fornia or telephone verification of same .
In rendering the opinion set forth in paragraph ( 3 )
above , we have relied upon the opinion of Bronson, Bronson &
McKinnon of even date herewith addressed to you.
We are qualified to practice law in the State of
California and we do not purport to be experts in, or to
express any opinion herein concerning , any law other than the
law of the State of California and the federal law of the
United States.
June 19 , 1984
Page Four
This opinion is limited to the matters expressly set
forth herein, and no opinion is implied or may be inferred
beyond the matters expressly stated herein.
You are authorized to deliver a copy of this opinion
to each of the Trustee and Moody' s Investor Service who may
rely upon this opinion as though it had been addressed to each
of them.
Very truly yours,
ROSEN, WACHTELL & GILBERT
A Professional Corporation�
L_&W OFFICES OF
BPONSON, BRoNSON & MCKINNON
MAILING ADDRESS A PARTNERSHIP INCLUDING PROFESSIONAL CORPORATIONS 444 SOUTH FLOWER STREET
'OST OFFICE BOX 7358
1 FRANCISCO,CA 9412o BANK OF AMERICA CENTER 2 FLOOR
LOS ANGEGELES,CA 90017
555 CALIFORNIA STREET 213/626-5314
TELEX 34485 SAN FRANCISCO TELECOPY 213/626-7944
CABLE KINBRO
415/3 91-4 5 0 0 912 FORBES STREET
TELECOPX 415/952-1394 LAKEPORT,CA 95453
707/263 6400
June 19, 1984 100 PRINGLE AVENUE
WALNUT CREEK,CA 94596-3587
415/945-6660
First Interstate Bank of California
707 Wilshire Boulevard
Los Angeles, California 90017
Stone & Youngberg
As Representative of the Underwriters
One California Street, Suite 2800
San Francisco, California 94111
Gentlemen:
I am counsel for The Sanwa Bank, Limited, San
Francisco Agency ( "Sanwa Bank" ) , and have acted as counsel
for Sanwa Bank in connection with the confirming letter of
credit issued by Sanwa Bank in favor of First Interstate
Bank of California for the benefit of the owners of the
Certificate of Participation (Emerald Cove Senior Citizens
Housing Project) executed and delivered under the Trust
Agreement dated as of May 1, 1984 among the City of
Huntington Beach, California, the Redevelopment Agency of
the City of Huntington Beach and your bank. I am also
admitted to practice law in Japan as a foreign attorney.
In connection with such issuance, I have examined
copies of the confirming letter of credit, the Irrevocable
Letter of Credit No. 291/SB84/10040 issued by our subsidiary,
Golden State Sanwa Bank, and copies of the other pertinent
documents in the described transaction. I have also examined
the Preliminary Official Statement dated May 14, 1984,
relating to the Certificates of Participation (Emerald Cove
Senior Citizens Housing Project) and the Official Statement
dated May 31, 1984, relating to the Certificates of Partici-
pation (Emerald Cove Senior Citizens Housing Project) (the
"Preliminary Official Statement" )and the "Official Statement" ) .
In our examination, we have assumed the authenticity of all
such documents, the genuineness of all signatures and the
due authority of the parties executing such documents. We
have assumed, also, that the confirming letter of credit
when issued will comply with all applicable laws and regu-
lations of all jurisdictions other than Japan and that under
the applicable laws and regulations of all jurisdictions
other than Japan, the confirming letter of credit has been
duly authorized and issued, and constitutes the legal, valid
and enforceable obligation of Sanwa Bank.
First Interstate Bank of California
Stone & Youngberg
June 19, 1984
Page 2
Based on the foregoing, an examination of corporate
documents of Sanwa Bank, conversations with officers of
Sanwa Bank and on such examinations of questions of law as I
have deemed necessary and appropriate for the purposes of
this opinion, it is my opinion that:
1. Sanwa Bank is a corporation validly existing
and in good standing under the laws of Japan and authorized
to engage and engaged in business in the State of California.
2 . The execution and delivery by Sanwa Bank of
the confirming letter of credit have been duly authorized by
Sanwa Bank and such action does not violate any provision of
any law of Japan or regulation of any governmental agency of
Japan or any political subdivision thereof, or, to our
knowledge, any order of any Court of Japan or any order of
any governmental agency of Japan or any political subdivision
thereof; and
3 . The obligations of Sanwa Bank contained in
the confirming letter of credit constitute, under the laws
of Japan, the legal, valid, and enforceable obligations of
Sanwa Bank and the confirming letter of credit ranks pari
passu with Sanwa Bank's unsecured debts, except as may be
limited by bankruptcy, insolvency, reorganization, moratorium,
or other similar laws of general application relating to or
affecting the enforcement of creditors ' rights as such laws
would apply in the event of the bankruptcy, insolvency, or
reorganization of, or similar occurrence with respect to,
Sanwa Bank, or in the event of any moratorium or similar
occurrence affecting Sanwa Bank.
4. Nothing has come to our attention which would
indicate that the information regarding Sanwa Bank contained
in the Preliminary Official Statement and the Official
Statement contains any untrue statement of a material fact
or omits to state a material fact necessary in order to make
the statements made, in the light of the circumstances under
which they were made, not misleading.
A copy of this opinion is also being sent to
Moody' s Investor Service who is entitled to rely thereon.
Very truly yours,
Jack D. Tomlinson
JDT:sn
moo ys Investors Service 99 Church Street,New York,N Y 10007
212 553-0300
June 18► 1984 =
Mr. D.T. Villella
Assistant Finance Director
City of Huntington Beach
2000 Main Street, Box 190
Huntington Beach. California 92648
Dear Mr. Villella:
We wish to inform you that our Rating Committee has
assigned the rating of PwA to the S4r600 ►000 Huntington
Beach Redevelopment Agencyr California (Emerald Cove
Senior Citizens Housing) Certificates of Participation
(Letter of Credit-Sanwa Bank► Ltd. )which sold through
negotiation May 29r 1984.
In order that we may maintain the currency of this
rating over the period of the loanr we will require
current financial and other updating information. We
will appreciate your cooperation in the future.
Enclosed please find our credit report on the above
referenced bond sale.
{
Sincerely yours.
Freda Stern Ackerman
Executive Vice President
cc: Ms. Pamela Wiget
Stone & Youngberg
One California Street
San Francisco, California 94111
pI�®O�Q�D G3[�C�034C��`3[�D
CERTIFICATE OF PARTICIPATION
(EMERALD COVE SENIOR CITIZENS HOUSING PROJECT) - --__-__-
Evidencing a Proportionate Interest of the Owner '-
Hereof in Lease Payments to be Made by the
CITY OF HUNTINGTON BEACH, CALIFORNIA =
As the Rental for Certain Property Pursuant
to a Lease Agreement with the
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
CUSIP 446181 AA 7
THIS IS TO CERTIFY THAT:
or registered assigns, as the registered owner of this Certificate of Participation (the "Certificate") is the owner of an undivided proportionate interest in the right to receive certain Lease
Payments and prepayments thereof under and defined In that certain Lease Agreement(the"Lease Agreement")dated as of May 1, 1984,by and between the Redevelopment Agency of the City of
Huntington Beech,a public body corporate and politic duly organized and existing under the laws of the State of California,(the"Agency")and the City of Huntington Beach,California,a chartered
city and municipal corporation duly organized and existing under and by virtue of the Constitution and laws of the State of California (the "City"), which Lease Payments and prepayments and
certain other rights and interests under the Lease Agreement have been assigned to First Interstate Bank of California, as trustee(the "Trustee"), having a principal corporate trust office in Los
Angeles, California (the "Principal Office"). The owner of this Certificate is entitled to receive, subject to the terms of the Lease Agreement, on June 1, 1994. the principal amount of
DOLLARS,
representing a portion of the Lease Payments designated ae principal coming tl during the term of the Lee Agreement and to State f America by heck or draft mailed by the Trustee to the registered owner hereof at his address as it appears on the
mcaiveon December I.1994.and aemlennuellythereaX r f andJ a t of eaM ay Oates )un111peyrQ(�nt ��� fFgFon Doohs of m TruataS'Qr�atquchpFad6[eas va filed with
the Trustee for that purpose.
intuit of said portion of principal,the owner's Proportional rep the Leese Pavmemede a eat ,pdutiy{uring A EPER IS HEREBYt4ADE 1CTHEF( TF1ERPROVI IS CERTIFICATE SET FORTH ON THE REVERSE SIDE
months immediately preceding each of the Payment Data. mdadthetlnterest Hh reaps t be le Ion t OF.Wt FURTHER PROVISIONS SHALL FOR ALL PURP S THE SAME EFFECT AS IF SET FORTH IN THIS PLACE.
Date next preceding the date of authenticetion oilMSCe dBte(unlese I. the Ge tifipatei n on I
event interest shall be payable from such Payment DBtmbi80 this Curti is SdtYronlit P De r a .� prW d In the Trust Agreement nonce of retlempllan fie led,not lose than twenty-five nor more than sixty days
close of business on the fifteenth day of the month Immediately preceding such Payment Date,in which event interest shall be payable before the redemption date,to the owner of this Certificate,but neither failure to receive such notice nor any immaterial detect in
from such Payment Date,or(III)unless this Certificate is authenticated prior to November 15,1east,in which event interest Shall be the notice so mailed shall affect the sufficiency of the proceedings for redemption.
payable from June 1,1g134).Said proportionate share of the portion of the Lease Payments designated as interest is the result of the
multiplioslme of the eforeeeid porion of the Lease Payments designated as principal by the rate of If this Certificate is called for redemption and payment is duly provided therefor as specified in the Trust Agreement,Interest
NINE AND FIFTY HUNDREDTHS PERCENT(9.60nb) shall cease to accrue with respect hereto from and after the date fixed for redemption.
par arum.Said amount representing principal is payable in lawful money of the United States of America upon presentation and IN WITNESS WHEREOF,this Candidate has been executed and delivered by First Interstate Bank of all omia,as Trustee,
surrender hereof at the Principal Office of the Trusts .Said amount.representing interest are payable in lawful money of the United acting pursuant to the Trust Agreement.
Authentication Date:
FIRST INTERSTATE BAN O I IA,
ru
BY: 0% i
AUTHORIZED OFFICER
a uevemae awanare coxwnv
CERTIFICATE OF PARTICIPATION
(EMERALD COVE SENIOR CITIZENS HOUSING PROJECT)
Evidencing a Proportionate Interest of the Owner
Hereof In Lease Payments to be Made by the
CITY OF HUNTINGTON BEACH, CALIFORNIA
As the Rental for Certain Property Pursuant
to a Lease Agreement with the
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
This Certificate has been executed and delivered by the Trustee pursuant to the terms of consent of the owners of at least sixty percent(60%)in aggregate principal amount of the
the Trust Agreement by and among the Trustee,the Agency and the City,dated es of May 1. Certificates then outstanding,and may be emended without such consent under certain circum
19N(the 'Trust Agreement').The City is authorized to enter into the Lease Agreement and .fences but in n0 event such that the interests of the owners of the Certificates are adversely
the Trust Agreement under the Constitution and laws of the State of California.Reference is effected,provided that no such amendment shall impair the right of any owner to receive in an
hereby made to the Leese Agreement and the Trust Agreement(Copies of which are on file at y
the Principal Office of the Trustee)for a description of the terms on which the Certificates ere Case such owner a proportionate share of any Lease Payment or prepayment thereof in
delivered. the right. thereunder of the owners of the Certificates, the rights, duties and accordance with such owner's Certificate,
immunities of the Trustee and the rights and obligations of the City under the Leese Agreement,
to all of Its provisions of which Lease Agreement and Trust Agreement the owner of this This Certificate is transferable by the owner hereof, in person or by his attorney duly
Certificate,by acceptance hereof,assents and agrees, authorized in writing,at the Principal Office of the Trustee,but only in the manner,Subject to the
The City Is obligated under the Leese Agreement to pay Leese Payments from Revenues limitations and upon payment of the charges provided in the Trust Agreement and upon
derived from the operation of the Project(as such terms is defined In the Leese Agreement). surrender and cancellation of this Certificate.Upon such transfer a new Certificate or Cmrtifi
The obligation of the City to pay the Lease Payments does not constitute an obligation of the Coles,of authorized denomination or denominations,for the same aggregate principal amount
City for which the City is obligated to levy of pledge any form of taxation or for which the City will be delivered to the transferee in exchange herefor.The City,the Agency and the Trustee
has levied of pledged any form of taxation.The obligation of the City to pay Lease Payments may vest the registered owner hereof as the absolute owner hereof for all purposes.whether
and not co t consta debt of the City,the State of California .any of its political eubdiv tutor, or not this Certificate shall be overdue,and the City,the Agency and the Trustee shell not be
and dame not constitute an indebtedness Payments
the meaning of any crevocables or by letter effected by any notice to the contrary.
debt did(the 'L restriction.Cr.The Lease Payments are ate San by an irrevocable pursuant
which
letter
of credit(the 'Letter of Credit')issued by Golden Stets Sanwa Bank,pursuant ci which thhe
e
Trustee may, under certain eitiscurcircumstances, draw moneys to pay in full the principal of the The Certificates are subject to redemption on any Payment tDate.owards
in whole, p in part by lot.
Certificates.The Lefler of Credit is secured by a confirming standby letter of credit issued by bore the net Payment.
by the
C insurance pursuant
or condemnation f the Le towards the prepayment of the
The To the Bank,Limited. Lease Payments by the City amount
u t t to Section re of the Leese Agreement,accrued
ru a redemption
To the extent and A the manner permitted am tl e the y these of the Trust Agreement,the price date
to the principal amount utpre to be redeemed together with accrued interest to
provisions of the Trust Agreement may be amended by the parties thereto with the written the date fixed for redemption,without premium.
LEGAL OPINION
I hereby certify that the following is a correct copy of the signed legal opinion of Jones Hell HIII&White,A Professional Law Corporation.San Francisco,California,addressed to the City of
Huntington Beach and on His in my once,dated the data of delivery of and payment for the Certificates therein described.
CITY CLERK
JONES HALL HILL & WHITE,
A PROFESSIONAL LAW CORPORATION
ATTORNEYS AT LAW
FOUR EMBARCADERO CENTER
SUITE 19W
SAN FRANCISCO.CA 94111
OPINION: $4,600,000 Contrast..of Participation(Emerald Cove
Senior Classes Housing Project)Evidencing the Proportionate
Interests of the Owners Thereof in Lease Payments to be Made
by the City of Huntington Beach,California,as the Rental for
Certain Property Pursuant to a Lee"Agreement with the
Redevelopment Agency of the City of Huntington Beach
We have reviewed the Constitution and the laws of the State of California and certain proceedings taken by the City of Huntington Beach(the"City' In connection with the authorization,execution
and delivery by the City of Lease Agreement(the 'Lease Agreement'I dated as of May 1, 1984.by and between the City and the Redevelopment Agency of the City of Huntington Beach(the
"Agency');end a Trust Agreement(the"Trust Agreement")dated as of May 1, 1984.by and among First Interstate Bank of California,as trustee(the"Trustee'),the Agency and the City.We have
also reviewed the executed Lease Agreement,the executed Trust Agreement and such other information and documents as we consider nec98eary to render this opinion.
Pursuant to the Trust Agreement,the Trustee has agreed to execute and deliver Certificates of participation(the"Certificates of Participation')each evidencing a proportionate Interest of the
owner thereof in Leese Payments to be made by the City pursuant to and as dented In the Lease Agreement.The City has entered into the Lease Agreement pursuant to the Constitution and laws of the
State of California for the purpose of leasing from the Agency certain multifamily rental housing facilities and property.
Based upon the foregoing.we are of the opinion that the Lease Agreement and the Trust Agreement have been duly authorized,executed and delivered by the City and constitute valid and legally
bindent agreements of the City enforceable in accordance with their respective terms,except as the same may be limited by bankruptcy,insolvency,reorganization.moratorium or other laws relating to
or affecting generally Creditors'rights and except as their enforcement may be subject to the exercise of judicial discretion in accordance with general principles of equity,and subject to the limitations
on legal remedies against cities In California,which include the limitation that judgments may not be enforced against funds held by a city which serve the public welfare and interest.
We are of the opinion that the Certificates of Participation have been validly executed and delivered by the Trustee pursuant to the Trust Agreement and are enforceable in accordance with their
lerme.
We are further of the opinion that,under exisl'mg laws,regulation.,rulings and judicial decisions.the portion of each Lease Payment due under the Lease Agreement designated as and comprising
Interest and received by the owners of the Certificates of Participation is exempt from income taxation by the United States of America and Inom personal income taxation imposed by the State of
California,
Respectfully submitted.
f ate,
!/ A Professional Law Corporation
ASSIGNMENT
For value received -_ the undersigned sells, assigns
and transfers unto
the within-mentioned Certificate and hereby irrevocably constitutes and appoints
attorney
to transfer the said Certificate on the books kept for registration thereof with full power of substitution in the promisee. •
Dated:
NOTE: The signature to this Assignment must correspond with the name of the rests
tared owner as it appears on the face of the within Certificate In every particular,
without attention or setting ement or any change whatever.
2338F JHHW SSR 05/17/84
CERTIFICATES OF PARTICIPATION
(Emerald Cove Senior Citizens Housing Project)
Evidencing the Proportionate Interests of the Owners
Thereof in Lease Payments to be Made by the
CITY OF HUNTINGTON BEACH, CALIFORNIA
As the Rental for Certain Property Pursuant to a
Lease Agreement with the
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
RECEIPT FOR CERTIFICATES
The undersigned hereby states and certifies that, on behalf of Stone &
Youngberg and Kidder, Peabody & Co. Incorporated, she received from First
Interstate Bank of California, as Trustee under that certain Trust Agreement,
dated as of May 1 , 1984, by and among First Interstate Bank of California, the
Redevelopment Agency of the City of Huntington Beach and the City of
Huntington Beach, the following described Certificates of Participation
executed and delivered by the Trustee pursuant to said Trust Agreement:
"Certificates of Participation" (Emerald Cove Senior
Citizens Housing Project)" , in the aggregate principal amount of
$4,600,000, dated as of June 1 , 1984, issuable in fully
registered form in denominations of $5,000 each or any integral
multiple thereof.
Dated. June 19, 1984
STONE & YOUNGBERG and
KIDDER, PEABODY & CO. INCORPORATED
By Stone Youngberg
By g
� ti
Title
BROWN, WOOD, IVEY, MITCHELL & PETTY
555 CALIFORNIA STREET
SAN FRANCISCO, CALIFORNIA 94104
ONE WORLD TRADE CENTER 415 398-3909 ONE FARRAGUT SQUARE SOUTH
NEW YORK,N Y 10048 WASHINGTON,D C 20006
212 839-S300 202-393 7400
June 19 , 1984
Stone & Youngberg,
as representative of the Underwriters
One California Street, Suite 2800
San Francisco, California 94111
�4 , 600 , 000 Certificates of Participation
(Emerald Cove Senior Citizens Housing Project)
Evidencing the Proportionate Interests of the Owners Thereof
in Lease Payments to be Made by the
City of Huntington Beach , California
as the Rental for Certain Property
Pursuant to a Lease Agreement with the
Redevelopment Agency of the City of Huntington Beach
Ladies/Gentlemen:
We have acted as counsel for you, Stone & Youngberg and
Kidder, Peabody & Co. (the "Underwriters" ) , named in the
Contract of Purchase, dated May 31 , 1984 (the "Contract of
Purchase") , by and among the Underwriters , First Interstate
Bank of California (the "Trustee") , the Redevelopment Agency
of the Citv of Huntington Beach (the "Agency") and the City
of Huntington Beach (the "City") , in connection with the
purchase by the Underwriters of the Certificates of
Participation, evidencing the Proportionate Interests in
Lease Payments to be made by the City of Huntington Beach,
California as the Rental for Certain Property pursuant to a
Lease Agreement with the Redevelopment Agency of the City of
Huntington Beach, dated as of May 1 , 1984 , in the aggregate
principal amount of $4 ,600 , 000 (the "Certificates") .
We have, as such counsel, examined the following
documents:
(a) Resolution No. 5361 of the City, adopted by the
City Council on May 31 , 1984 , approving the transaction
herein referred to and (i) authorizing and directing the
execution and delivery of a certain lease agreement, dated
May 1 , 1984 , between the City and the Agency (the "Lease
Agreement") , a certain assignment agreement, dated May 1 ,
1984 , between the Agency and the Trustee (the "Assignment") ,
a certain trust agreement, dated May 1 , 1984 , by and among
the Citv and the Trustee (the "Trust Agreement" ) , a certain
letter of credit reimbursement agreement, dated May 1, 1984,
between the City and the Golden State Sanwa Bank (the
"Bank" ) (the "Reimbursement Agreement") , a certain deed of
trust, assignment of rents and security agreement executed
by the Agency as trustor for the benefit of the Trustee as
beneficiary thereunder (the "Deed of Trust" ) , a certain city
letter of representation, dated May 31 , 1984 , between the
City and the Underwriters (the "City Letter of
Representation") , (ii) approving the execution and delivery
of the Contract of Purchase, a certain agency letter of
representation, dated May 31 , 1984 , between the Agency and
the Underwriters (the "Agency Letter of Representation" ) ,
and (iii) approving the distribution of a certain
preliminary official statement, dated May 17 , 1984 , (the
"Preliminary Official Statement") , and the execution and
distribution of a certain official statement, dated May 31 ,
1984 (the "Official Statement") relating to the offering of
the Certificates for sale;
(b) Resolution No. 78 of the Agency approving the
transaction herein referred to adopted on May 31 , 1984 by
the Agency;
(c) The resolution of the Trustee approving the
transaction referred to herein and adopted by its governing
board;
(d) A copy of the Official Statement;
(e) The approving legal opinion on the Certificates of
Jones Hall Hill & White, a Professional Law Corporation,
San Francisco, California ("Special Counsel" ) , dated the
date hereof;
(f) The supplementary legal opinion of Special
Counsel, dated the date hereof, required by
paragraph 7 (b) (2) of the Contract of Purchase;
(g) The legal opinion of the City Attorney for the
City of Huntington Beach, California, dated the date hereof,
required by paragraph 7 (b) (3) of the Contract of Purchase;
(h) The legal opinion of Stradling, Yocca, Carlson &
Rauth, Newport Beach, California ("Counsel to the Agency") ,
2
dated the date hereof, required by paragraph 7 (b) (4) of the
Contract of Purchase;
(i) The legal opinion of counsel to the Trustee, dated
the date hereof, required by paragraph 7 (b) (5) of the
Contract of Purchase;
(3 ) The legal opinion of Rosen, Wachtell & Gilbert,
Los Angeles, California ("Counsel to the Bank") , dated the
date hereof, required by paragraph 7 (b) (7) of the Contract
of Purchase;
(k) The legal opinion of Bronson, Bronson & McKinnon,
San Francisco, California, counsel to The Sanwa Bank,
Limited (the "Confirming Bank") , dated the date hereof,
required by paragraph 7 (b) (8) of the Contract of Purchase;
(1) Executed counterparts of the following documents:
(1) the City Letter of Representation from the
City to the Underwriters, the Agency and the
Trustee;
(2) the Agency Letter of Representation from the
Agency to the Underwriters , the City and the
Trustee;
(3) the Contract of Purchase;
(4) the Trust Agreement providing for the
issuance of the Certificates;
(5) the Deed of Trust;
(6) the Lease Agreement;
(7) the Assignment Agreement;
(8) the Letter of Credit of the Bank and the
Confirming Letter of Credit of the Confirming
Bank;
(9) the Reimbursement Agreement;
(m) Such other relevant documents and related matters
as we deemed necessary in order to render this opinion.
On the basis of the foregoing, we are of the opinion
that:
(1) The Certificates are exempt from registration
under the Securities Act of 1933 , as amended, and the Trust
3
Agreement is exempt from qualification under the Trust
Indenture Act of 1939 , as amended.
(2) Without having undertaken to determine indepen-
dently the accuracy or completeness of the statements in the
Official Statement, we cannot make any representation to you
concerning the accuracy of such statements, but on the basis
of our conferences and discussions with representatives of
the City, the City Attorney, the Agency, Counsel to the
Agency, Special Counsel , Counsel to the Bank,
Representatives of the Bank and the Underwriters , and our
examination of the documents and matters referred to in
paragraphs (a) through (1) above and other relevant
documents and related matters, nothing has come to our
attention which would lead us to believe that the Official
Statement (except for the financial statements therein and
incorporated therein by reference and information pertaining
to the Bank and The Sanwa Bank, Ltd. concerning which no
view is expressed) contains an untrue statement of a
material fact or omits to state a material fact required to
be stated therein or necessary to make the statements
therein, in the light of the circumstances under which they
were made, not misleading. In rendering our opinion, we are
expressing no opinion on the validity of the Certificates.
This opinion is being rendered to you solely for your
benefit.
Respectfully submitted,
4
JONES HALL HILL & WRITE,
A PROFESSIONAL LAW CORPORATION
ATTORNEYS AT LAW
KENNETH I JONES FOUR EMBARCADERO CENTER
ANDREW C HALL, JR SUITE 1950
ROBERT J HILL SAN FRANCISCO 94111
SHARON STANTON WHITE
CHARLES F ADAMS June 19, 1984 (415) 391-5780
STEPHEN R CASALEGGIO
WILLIAM H MADISON AUTOMATIC TELECOPIEI3
PHILIP N LEE
(415) 391 5784
JONATHAN STAEBLER
JORGEN L NIELSEN
TRACY E CONNER
City Council of the
City of Huntington Beach
2000 Main Street
Huntington Beach, California 92648
OPINION: $4,600,000 Certificates of Participation (Emerald Cove Senior
Citizens Housing Project) Evidencing the Proportionate
Interests of the Owners Thereof in Lease Payments to be Made
by the City of Huntington Beach, California, as the Rental for
Certain Property Pursuant to a Lease Agreement with the
Redevelopment Agency of the City of Huntington Beach
Members of the City Council :
We have reviewed the Constitution and the laws of the State of California
and certain proceedings taken by the City of Huntington Beach (the "City") in
connection with the authorization, execution and delivery by the City of Lease
Agreement (the "Lease Agreement") dated as of May 1, 1984, by and between the City
and the Redevelopment Agency of the City of Huntington Beach (the "Agency"); and a
Trust Agreement (the "Trust Agreement") dated as of May 1, 1984, by and among First
Interstate Bank of California, as trustee (the "Trustee") , the Agency and the City.
We have also reviewed the executed Lease Agreement, the executed Trust Agreement
and such other information and documents as we consider necessary to render this
opinion.
Pursuant to the Trust Agreement, the Trustee has agreed to execute and
deliver certificates of participation (the "Certificates of Participation") each
evidencing a proportionate interest of the owner thereof in Lease Payments to be
made by the City pursuant to and as defined in the Lease Agreement. The City has
entered into the Lease Agreement pursuant to the Constitution and laws of the State
of California for the purpose of leasing from the Agency certain multifamily rental
housing facilities and property.
Based upon the foregoing, we are of the opinion that the Lease Agreement and
the Trust Agreement have been duly authorized, executed and delivered by the City
and constitute valid and legally binding agreements of the City enforceable in
City Council of the
City of Huntington Beach
June 19, 1984
Page 2
accordance with their respective terms, except as the same may be limited by
bankruptcy, insolvency, reorganization, moratorium or other laws relating to or
affecting generally creditors' rights and except as their enforcement may be
subject to the exercise of judicial discretion in accordance with general
principles of equity
We are of the opinion that the Certificates of Participation have been
validly executed and delivered by the Trustee pursuant to the Trust Agreement and
are enforceable in accordance with their terms.
We are further of the opinion that, under existing laws, regulations,
rulings and judicial decisions, the portion of each Lease Payment due under the
Lease Agreement designated as and comprising interest and received by the owners of
the Certificates of Participation is exempt from income taxation by the United
States of America and from personal income taxation imposed by the State of-
California, and subject to the limitations on legal remedies against cities in
California, which include the limitations that judgments may not be enforced
against funds held by a city which serve the public welfare and interest.
Respectfully submitted,
A Professional Law Corporation
JONES HALL KILL & WHITE,
A PROFESSIONAL LAW CORPORATION
ATTORNEYS AT LAW
KENNETH I JONES FOUR EMBARCADERO CENTER
ANDREW C HALL, JR SUITE 1950
ROBERT J HILL SAN FRANCISCO 94111
SHARON STANTON WHITE
CHARLES F ADAMS June 19, 1984 (415) 391-5780
STEPHEN R CASALEGGIO
WILLIAM H MADISON AUTOMATIC TELECOPIER
PHILIP N LEE
JONATHAN STAEBLER (415) 391 5784
JORGEN L NIELSEN
TRACY E CONNER
Stone & Youngberg
One California Street
Suite 2800
San Francisco, California 94111
SUPPLEMENTAL OPINION $4,600,000 Certificates of Participation
(Emerald Cove Senior Citizens Housing Project) Evidencing the
Proportionate Interests of the Owners Thereof in Lease Payments to be
Made by the City of Huntington Beach, California, as the Rental for
Certain Property Pursuant to a Lease Agreement with the Redevelopment
Agency of the City of Huntington Beach
Ladies and Gentlemen-
We have reviewed the Constitution and the laws of the State of California
and certain proceedings taken by the City of Huntington Beach (the "City") in
connection with the authorization, execution and delivery by the City of Lease
Agreement (the "Lease Agreement") dated as of May 1, 1984, by and between the City
and the Redevelopment Agency of the City of Huntington Beach (the "Agency"). We
have also reviewed the executed Lease Agreement, the executed Assignment Agreement
dated as of May 1, 1984, by and between the Agency and First Interstate Bank of
California, as trustee (the "Trustee"), the executed Trust Agreement (the "Trust
Agreement") dated as of May 1, 1984, by and among the Trustee, the Agency and the
City; the executed Letter of Credit and Reimbursement Agreement (the "Reimbursement
Agreement") dated as of May 1 , 1984, by and between the City and Golden State Sanwa
Bank (the "Bank"); the executed Letter of Credit issued by the Bank pursuant to the
Reimbursement Agreement; the confirmation of said Letter of Credit by The Sanwa
Bank, Limited; the executed Deed of Trust, Assignment of Rents and Security
Agreement dated as of May 1, 1984, by the Agency to the Trustee; the executed
Contract of Purchase (the "Contract of Purchase") dated May 31, 1984, by and among
Stone & Youngberg, the Trustee, the City and the Agency (the foregoing sometimes
collectively referred to herein as the "Legal Documents") , and such other
information and documents as we consider necessary to render this opinion.
Based upon the foregoing, we are of the opinion as follows:
(a) The information in the Official Statement dated May 31, 1984 (the
"Official Statement") on the cover page relating to tax exemption, description of
the Certificates of Participation (Emerald Cove Senior Citizens Housing Project)
Stone & Youngberg
June 19, 1984
Page 2
(the "Certificates") and security for the Certificates and statements under the
captions "Introduction" , "The City" , "The Agency" , "Security for the
Certificates", "The Letter of Credit" , "The Certificates of Participation" , "The
Absence of Material Litigation" , "Tax Exemption" , "Approval of Legal Proceedings"
and the "Summary of Principal Legal Documents" are, to the extent they relate to
the City, the Certificates and the transactions contemplated by the Official
Statement, correct and complete to the best of our knowledge and belief
(b) The Agency and the City Letters of Representation delivered
pursuant to the Contract of Purchase and the Legal Documents have been duly
authorized, executed and delivered by the respective parties thereto and each
constitutes a legal , valid and binding agreement of the respective parties thereto
and are enforceable in accordance with their respective terms, except as
enforcement thereof may be limited by bankruptcy, insolvency or other laws
affecting enforcement of creditors' rights and by the application of equitable
principles if equitable remedies are sought, and subject to the limitations on
legal remedies against cities in California, which include the limitations that
,judgments may not be enforced against funds held by a city which serve the public
welfare and interest
(c) Nothing has come to our attention that would lead us to believe
that the Official Statement, as of its date or the date hereof, contains an untrue
statement of a material fact or omits to state a material fact required to be stated
therein, in the light of the circumstances under which they were made, not
misleading (except that we express no view as to financial statements and the
statistical data contained in the Official Statement) .
(d) The Certificates are exempt from registration pursuant to the
Securities Act of 1933, as amended, and the Trust Agreement is exempt from
qualification as an indenture pursuant to the Trust Indenture Act of 1939, as
amended
(e) Any payments to the owners of the Certificates from amounts held
by the Trustee in the Interest Reserve Fund and derived from the proceeds of sale of
the Certificates will not constitute voidable transfers of property of the Agency
or the City under Section 547(b) of the United States Bankruptcy Code (constituting
11 U S C. Section 547(b)) .
Respectfully submitted,
()-,4u #a " Lt"
Professional Law Corporation
cJONES HALL HILL & WHITE,
A PROFESSIONAL LAW CORPORATION
ATTORNEYS AT LAW
KENNETH I JONES FOUR EMBARCADERO CENTER
ANDREW C HALL, JR SUITE 1950
ROBERT J HILL SAN FRANCISCO 94111
SHARON STANTON WHITE
CHARLES F ADAMS June 19, 1984 (415) 391-5780
STEPHEN R CASALEGGIO
WILLIAM H MADISON AUTOMATIC TELECOPIER
PHILIP N LEE
(415) 391 5784
JONATHAN STAEBLER
JORGEN L NIELSEN
TRACY E CONNER
Stone & Youngberg
One California Street
Suite 2800
San Francisco, California 94111
Kidder, Peabody & Co. Incorporated
555 California Street
Suite 3200
San Francisco, California 94104
RELIANCE LETTER Regarding Final Approving Legal Opinion:
$4,600,000 Certificates of Participation (Emerald Cove
Senior Citizens Housing Project) Evidencing the Proportionate
Interests of the Owners Thereof in Lease Payments to be Made
by the City of Huntington Beach, California, as the Rental for
Certain Property Pursuant to a Lease Agreement with the
Redevelopment Agency of the City of Huntington Beach
Ladies and Gentlemen-
We have this day released to the City of Huntington Beach our final
approving legal opinion with respect to the captioned Certificates of
Participation.
The foregoing opinion may be relied upon by Stone & Youngberg and Kidder,
Peabody & Co. Incorporated, as original purchasers of said Certificates of
Participation, to the same extent as if such opinion were addressed to it.
Respectfully submitted,
\UkA1��
A�
A Professional Law Corporation
cJONES MALL MILL & WHITE,
A PROFESSIONAL LAW CORPORATION
ATTORNEYS AT LAW
KENNETH I JONES FOUR EMBARCADERO CENTER
ANDREW C HALL, JR SUITE 1950
ROBERT J HILL SAN FRANCISCO 94111
SHARON STANTON WHITE
CHARLES F ADAMS June 19, 1984 (415) 391-5780
STEPHEN R CASALEGGIO
WILLIAM H MADISON AUTOMATIC TELECOPIER
PHILIP N LEE
JONATHAN STAEBLER (415) 391 578�i
JORGEN L NIELSEN
TRACY E CONNER
First Interstate Bank of California
707 Wilshire Boulevard
Los Angeles, California 90017
RELIANCE LETTER Regarding Final and Supplemental Opinions:
$4,600,000 Certificates of Participation (Emerald Cove
Senior Citizens Housing Project) Evidencing the Proportionate
Interests of the Owners Thereof in Lease Payments to be Made
by the City of Huntington Beach, California, as the Rental for
Certain Property Pursuant to a Lease Agreement with the
Redevelopment Agency of the City of Huntington Beach
Ladies and Gentlemen:
We have this day released to the City of Huntington Beach our final
approving legal opinion and to Stone & Youngberg our supplemental opinion with
respect to the captioned Certificates of Participation.
The foregoing opinions may be relied upon by First Interstate Bank of
California, as Trustee, to the same extent as if such opinions were addressed to
it
Respectfully submitted,
Professional Law Corporation
cJONES HALL MILL & WHITE,
A PROFESSIONAL LAW CORPORATION
ATTORNEYS AT LAW
KENNETH I JONES FOUR EMBARCADERO CENTER
ANDREW C HALL, JR SUITE 1950
ROBERT J HILL SAN FRANCISCO 94111
SHARON STANTON WHITE
CHARLES F ADAMS June 19, 1984 (415) 391-5780
STEPHEN R CASALEGGIO
WILLIAM H MADISON
AUTOMATIC TELECOPIER
PHILTP N LEE
(415) 391 5784
JONATHAN STAEBLER
JORGEN L NIELSEN
TRACY E CONNER
Golden State Sanwa Bank
9000 Valley Voulevard
Rosemead, California 91770
RELIANCE LETTER Regarding Final and Supplemental Opinions:
$4,600,000 Certificates of Participation (Emerald Cove
Senior Citizens Housing Project) Evidencing the Proportionate
Interests of the Owners Thereof in Lease Payments to be Made
by the City of Huntington Beach, California, as the Rental for
Certain Property Pursuant to a Lease Agreement with the
Redevelopment Agency of the City of Huntington Beach
Ladies and Gentlemen:
We have this day released to the City of Huntington Beach our final
approving legal opinion and to Stone & Youngberg our supplemental opinion with
respect to the captioned Certificates of Participation
The foregoing opinions may be relied upon by Golden State Sanwa Bank to the
same extent as if such opinions were addressed to it.
Respectfully submitted,
A Professional Law Corporation
i