HomeMy WebLinkAboutResolution 9518 N.C.S. 08/02/1982.-' i'~
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RESOLUTION 9 5 .1 ~ NCS
RESOLUTION AUTHORIZING THE ISSUANCE OF
GRANT ANTICIPATION NOTES OF
THE CITY OF PETALUMA, GALIFORNIA
Adopted August 2, 1982
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RESOLUTION
TABLE OF CON'TEN'TS
(This Table of Gontents is for convenience of reference
onTy and is not a part of the Resolution.)
Page
ARTICLE I
Definiti'ons and Interpretation
Section 101. Definitions . . . . . . . . . . . . . . 1
Section 102. InterPretation. . . . . . . . . . . . . 6
Section 103. Suc:cessors and Assigns. . . . . . . . . . 6
Secti on 104. Reci tal s. . . . . . • • • • • • • • • • ~
Section 105. Resolution to Constitute C.ontract .... 7
Section 106. Part'ies Interested Herein .. ..... 8
Section 107. Sevewability of Invalid Provisions. ... 8
Sect i on 108. Short Ti tl e . . . . . . . • • • • • • • • • $
ARTICLE II
Authorization and General Terms of Notes
Section 201. Authori'zation .of Notes. . . .
Section 202. Particular Terms of the Notes
Section 203. Security for the Notes. . . . . . . . . .
Section 204. Limited Liability of City . . . . . . . .
Section 205. General Terms of Notes. . . . . . . . . .
Section 206. Execution of Notes. . . . . . . . . . . .
Section 207. Auth,entication of Notes . . . . ~. . . .
Section 208. Conditions Pr.ecedent to Authentication
of the Notes . . . .. . . . . . . . . .
Section 209. Negotiability and Transfer of Notes ...
Section 210. Reissuance of Mutilated, Destroyed,
Stol e.n or Lost Notes . . . . . . . . . .
Sec.tion 211. Prohibition of Other D:ebt in Antic~pation
of, Grant R:eceipts. . . . . . . . . . .
Section 212. Covenants with Noteholders. . . . . . . .
Section 213. Required Notices to Fiscal Agent. ....
Section 214. Notice of Certain Other Actions .....
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ARTICLE III
Establishment and Application of Accounts
Section 301. Security for Notes and Sources of
Payme n t . . . . . . . . . . . . . . . . .
Section 302. Establishment of Ac.coant:s . . . . . . . .
Section 303. Debt Service Account. . . . . . . . . . .
Section 304. Construction Account. . . . . . . . . . .
Section 305. Grant Receipts Account. . . . . . . . . .
Section 306. Investments . . . . . . . . . . . . . . .
ARTICLE IV
Events of .Default
and Remedies of Holders
Section 401. Eve'nts of Default . ., . . . . . . .
Section 402. Enforcement by Fiseal Agent .......
Section 403. Enforcement by Noteholders. . . . . . . .
Section 404. Right to Enforce Payment of Notes
~ Unimpai red . . . . . . . . . . . . . . .
ARTICLE V
The Fiduciaries
Section 501. Fiscal Agent . . . . . . . . . . . . . . .
Section 502. Pay?ng Agents . . . . . . . . . • • • • •
Section 503. ResPonsibilities of Fiduciaries .....
Section 504. Evidence on Which Fiduciaries May Act ..
Section 505. Compensation and Expenses . . . . . . . .
Section 506. Certain Permitted Acts. . . . . . . . . .
Section 507. Resignation of Fiduciary. . . . . . . . .
Section 508. Removal . . . . . . . . . . . . . . . .
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Section 509. Successor. . . . . . . . .
Appointment of
Section 510. Transfer of Rights~and Property to
. Successor. . . . . . . . . . . . .
Section 511. Merger or Consolidation . . . . . . . . .
ARTICLE VI
SuppTemental Resolutions and Amendments
Section 601.' Supplemental Resolutions Effective Upon
Adoption . . . . . . . . . . . . . .
Section 60:2~. Supplemental Resolutions~Effective Upon
Filing . . . . . . '. . . . . . .
Section 603. Supplemental Resolutions~Effective Upon
Consent of Fiscal Agent. . . . . . . . .
Section 604. Amendment by Consent of Holders .....
(ii)
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ARTICCE VII
Misc.ellaneous
Section 701. Defe;asance. . . . . . . . . . . .
Section 702. Evide:nce of Signatures of Noteholders and
Ownership af Notes . . . . . . . . . . .
Section 703. Preservation and Inspection of Documents.
Section 704. form of Notes, Coupons an.d Fiscal Agent's
Certi f i cate. . . . . . . . . . . . .
Section 705. Waiver of Personal Liability. .... ...
Section 706. Canaellation of Notes a.nd Coupons ....
Section 707. E;ffecti~ve Date. . . . . . . . . . . . . .
(iii)
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RESOLUTION AUTHORIZING THE ISSUANCE OF
GRANT ANTICIPATI'ON NOTES OF
THE CITY DF PETALUMA, CALIFORNIA
BE IT RESOLVED BY THE COUNCIL O~F THE CITY OF PETALUMA,
CALIFORNIA, AS FOLLOWS:
ARTICtE I
De.finitions and Interpr'eta~tion
Section 101. Definitions. As.used or referred to in
this resolution, unless a different meaning,clearly appears from
the context:
"Act" means Section 53859 et seq• of the Government
Code of the State o~f California;
"Agency Sec'urity" ;means any bond, debenture, note or
other evidenee of indebte~dness issued by any of the following
agencies: Banks for Cooperatives; Federal Farm Credit Banks;
Federal Intermediate Credit BankS; Federal Nome Loan Bank System;
Export=Import Bank of the United States; Federal Land Banks;
Government National Mortgage Association;
"Anticipated Gr`ant Receipts" mearr~s at any time the
amount of Gra~nt Receipts stated in a certificate. of an Authorize,d
Officer as expected to be received after the date of such certif-
i'cate and prior to SePtember 1, 1984;
"Authorized. Newspaper" means a newspaper or journal of
general circulation in the City of San Francisco, California,
printed in the English language and devoted in part to the publi-
cation of financial news;
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"Authorized Officer" means the City Manager, Director
of Finance or Direct.or of Public Works;
"City" means the City of Petaluma, a municipal corpora-
tion and a charter city of the State of California;
"Construction.Account" means the accoun~t so designated
established by Section 302;
°Consulting Engi_neer" means such independent engineer
or engineering firm or corporation of reputatiorr for skill and
experience with respect to the design and construction of sewerage
systems or facilities as may from time to time be retained by the
City in connection with the Project; -
"Costs" or "Costs of the Project" means E1igible Costs
and costs of issuance of the Notes;
~ "Council" me~ans the City Council of the City;
"Debt Service Account means the ac.count so designated
established by Section 302;
"Eligible Gosts" means Project costs entitled to reim-
bursement under any Grarrt A.greement;
"EPA" means the United States~EnVironmental Protection
Agen.cy;
"Federal Security" means any direc~t obligation of or
obligation guaranteed by the United States of Ameri'ca;
"Fiduciary" means the Fiscal Agent or a Paying Agent;
"Fisc:al Agent" means the Fiduciary appointed pursuant
to Section 501, and its successor or successors, and any other
corporation or association which may at any time be substituted
in its place pursuant to the Resolution;
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"Grant" me:ans an amount expected to be received.by the
City from the EP'A or~the State Board in aid of financing Eligible
Costs of the Project;
"Grant Agreement" means a written commitment fo.r the
payment of a Grant, specifying the amount of 'Such Grant, the
terms and conditions. upon which suc.h G~rant is made and the date
or dates or event or events upon whi~ch such Grant is to be paid
to the City; ' .
"Grant~Receipts" means all moneys received by the City
on account of..any Grant;
"Grant Receipts Account" means th~e~account so desig-
. nated established by Section 302;
"Investmerr't Secur'ity" means any of the following secur-
ities legal for the i,nvestment of City funds at the time of
purchase thereof: ~
(a) Any Federal Security;
(b) Any Agency Security;
(c) Interest-bearing time or dema.nd deposits or
negotiable or non-negotiable certificates of deposit issued
by any bank, trust company or national ba.nking association
which is a member of the Federal Reserve System, which
certifieates of deposit shall be purchased directly from
such a bank, trust company or national banking asso,eiation,
provided that all amounts in such accour~ts or- certificates
of any ba.nk, trust company or national ~anking associataon
not having a reported capital and surplus of at least
$50,000,000 shall be continuously secured by other
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Inve.stment Securities referred to in clause (a) or clause
(b) above which have a market value (exclusive of accrued
interest) at all times at least equal to the principal
amount of such certificates of deposit and which are lodged
with the Fiscal Agent, as custodian;
(d) Unsecured promissory notes of any bank, trust
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company, national banking association or bank holding company
equal in dignity to such institution's outstanding unsecured
long-term debt which is rated in either of the two highest
rating categories by Standard & Poor's Corporation or Moody's
Investors Service, Inc. ~
, "Note" means any of the notes authorized by, and au-
thenticated and delivered pursuant to, the Resolution;
"Noteholder" or the term "holder" or any similar term,
when used with reference to a Note or Notes, means any person who
shall be the bearer of any Outstanding Note or Notes;
"Outstandang" when used with reference to Notes and as
of any particular date, describes all Notes theretofore and
thereupon being authenticated and delivered except (a) any Note
cancelled by the Fiscal Agent at or prior to said date, (b) any
Note ~for the payment of which moneys, equal to its principal
amount, with interest to the date of maturity, shall be held in
trust under the Resolution and set aside for such payment, (c)
any Note deemed to have been paid, as provided in subsection (2)
of Section 701, and (d) any Note in lieu of or in substitution
for which another Note shall have been authenticated and delivered
pursuant to the provisions of the Resolution;
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"Paying Agent" means any paying agent for Notes ap-
pointed pur'suant to Section 502, and its successor or successors
and .any other corporation or associatio,n which may at any time be
substituted in its place pursuant to the R,esolution;
"Project".means the improvement of the sanitary sewerage
system of the City 6y t''he construction of new wastewater treatment
facilities and acquisition of land in connection therewith,
together with incidental equipment;
"Resolution" means this resol,ution as amended from time
to time; ~
"Revenues" means all gross income and revenue received
or receivable by the City from the ownership and operation of the
System, calculated in accordance with generally accepted account-
ing principles, including all rates, fees and charges received by
the City for the conveyance, storage, treatment or disposal of
sewage, and all other income and revenue howsoever derived by the
City from or arising from the System, but excluding refundable
deposits made to establish credit and advances or contributions
in aid of construction and connection fee`'s` and annexatio~n. charges
and other payments~of a similar nature;
"'Security I.nstrument" means any trust indenture, trust
agreement or contract, and any bond ordinance, resolutio'n or
other legislative enactment of the Council under o~r pursuant to
which bonds, notes or other evidences of indebtedness are or may
be issued or secured;
"State Board" means the State Water Resources Control
Board of the State of California;
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"S~uppl em.ental Resol uti on° means any r'esol uti on of th:e
Council amendi'ng or su,pplementirng the .Resolution adopted and
becoming effective~in accordance with the terms of `Article VI;
"Surplus Revenues" means a-ny Revenues not required by a
Security Instwument to be set aside and ~hel.d for the payment or
security of bon~ds, notes or other obligations of the City;
°System" means the entire sewerage facilities now or
hereafter owned or- operated by the City for the eollection,
treatment or disposal of sewa~ge, including all components of the
Project.
Section 102. Interpretation. (1) Words importing the
masculine gender include every other gender. Words importing
persons includ.e firms, partnerships, associations and corporations.
Words importing the.sin,gular number include the plural, and vice
versa.
(2) The terms "herein," "hereunder," °hereby," "here-
to," "hereof" and any similar terms, refer to the R'esolution; and
the term "hereafter" means after the date of adoption of the
Resolution; and
(3) Articles and Sections mentioned by number only are.
the respective Artic'1es and Section<s of the Resolution so num-
be red .
Sec;tio:n 103. Successors and Assigns. Whenever in the
Resolution the City is named or referred to, it shall be deemed
to include its successors and assigns whether so expressed or
not. All of the covenants, stipulations, obligatiorrs, and agree-
ments by or on behalf of, and other provisions for the benefit
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of, the City contained in the Resolution sh.all bind and inure to
the benefit of such successors and assigns and shall bind and
inure to the benefit of any officer, board, commission, author-
ity, agent or instrumentality to whom or to which there shall be
transferred by or in accordance with law a-ny right, pawer ar duty
of the City, or of its successors or assigns, the possession of
which is necessary or appropriate in order to comply with any
such~ covenants, stipulations, obligations, agreements or other
provisions of the Resolution.
Section -104. Recitals. The Resolution is adopted by
virtue of the Act and pursuant to its provisions, and the Council
has ascertained and hereby determines that each and ever.y act,
matter, thing or course of conduct as to which provision is made
in the Resolution is necessary in order to carry out and effec-
tuate the purposes of the City an,d to further secure the payment
of the principal of and interest on the Notes. It is hereby
found and determined that the City has entered into and executed
a Grant Agreement or Agreements for Grants in the stated aggre-
gate amount of $7,047,687 and will be entitled to, and will
receive, within 29 months from the date of the Notes, at least
$5,6~74;2.80;:00in Grant Receipts.
Section 105. Resolution to Constitute Contract. In
consideration of the purchase and acceptance of the Notes by
those who shall hold the same from time to time, the provisions
of the Resolution shall be deemed to be and shall constitute
cont~acts between the City, the Fiscal Agent and the holders from
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time to time of the Notes and coupons; th,e pledge made in the
R_esolution and the covenants and agreements herein set forth to
be perfor:med on behalf of the Gity shall be for the equal benefit,
prote.c.tion and security of the holders of any and all of the
Notes and coupons, all of which shall be of equal rank without
preference, priority or distinction of any of the Notes or cou-
pons over any other th:ereof.
Section 106. Parties Interested Herein. Nothing in
the Resolution expressed or implied is intended or shall be con-
strued to confer up.on, or give_ to, any Person or corporation,
other than the City, the Fiscal Agent and t~he holders of the
Notes and appurtenant coupons, any right, remedy or claim under
or by reason of th,e Resolution. All the covenants, stiQulations,
promises and agreements contained in the~'R,esolution by and on
behalf of the City shall be for the sole a,nd exclusive benefit of
the City, the Fiseal Agent and the hold,ers of the Notes and
coupons.
Section 107. Severability of-Invalid Provisions. If
any one or more of the covenants or agre~ements provided in the
Resolution on the part of the City or the Fiscal Agent to be
perfo:rmed should be contrary to Taw, then such covenant or cove-
nants, agreement or agreemen'ts, shall be deemed severable from
the remaining covenants and agreements, an-d shall in rro way
affect the validity of the other provisions of the Resolution or
of the Notes.
Section 108. Short T~itle. This resolution may be
cited as the "1982 Note Resolution."
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ARTICLE II -
' Authorization and G;eneral Terms of Notes
Section 201. Authorization of Notes. For the purpose
of rai.sing funds to pay costs of the Project pending receipt of
the Grant Receipts, $2,600,000 principal am-ount of notes of the
City are hereby aut~h°orized to be issued in anticipation of the
. Grant Receipts. Each of the Notes shall be.designated °'Grant
Anticipation Note°o AlT or part of the authar~zed principal
amount of the Notes may be issued by the City, upon authen'tication
by the Fiscal Agent in accordance with Section 208. The City
Manager is hereby authorized, within the limitations of this
Section, to determine the principal amount of the Notes .to be
issued, and with respect to such determination his execution of
the written order ref~erred to in Section 208 shall be conclusive.
Section 202. Particular T'erms of the Notes. The Notes
~ shall be dated August l, 1982 and sba71 matu're on January 1,
1985. None of the Notes shall be subject to redemption prior to
maturity. The Notes shall bear interest, payable on January 1
_ and July 1 in each year, commencing January l, 1983, at such rate
as shall be determined by a Supplemental Resol.ution adopted prior
to their issuance or be determined by an Authorized Officer
subject to ratification by a Supplemental Resolution. The Notes
shall be issued in the denomination of $5,000 each and shall. be
numbered from.l upwards. A Paying Agent or Agents for the Notes
shall be selected by such Supplemental Resolution.
Section 203. Security for the Notes. The Notes and
appurtenant coupons shall be payable in the first instance from
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the Grant ReceiPts and the income derived from the investment of
moneys held in the Accounts established by Sectio~n 302, and shall
also be pa,yable f'rom Surplus Revenues and from the proceeds of
additional notes issued pursuant to the A.ct or other ob1igations
of the City. All mon~eys held in the Debt Service Account and,
subject to the provisions of Section 304 and,Section 305, the
Construction Account.a.nd the Grant Receipts Account, are hereby
pledged for the paym,ent of the Notes.
Section 204. Limited Liability of City. Notwith-
standing anythirrg in the Resolution, the City shall not be re-
quired to advance any money derived from any source of income ~
other than the Grant Receipt5, Surplus Revenues and other funds
pledged by the Resolution for the payment of the princip.al of or
interest on the Notes or for the performance of any of its duties
under the Resolution. The City may, however, advance funds for
any such purpose, provided that such funds are derived from a ~
source legally availa`ble for such purpose and may be used by the
City for such purpose without incurring indebtedness. ~
The Notes and appurtenant coupons shall be limited
obligations of the City, payable exclusively from the so,urces and
fun:ds. provided in the 'Resolution. The ~eneral Fund of the City
is not liable, and the full faith and credit or taxing .power of
the City is not pledged, for the payment of the Notes. The
holders of the Notes and appurtenant coupons shall never have the
right to compel the forfeiture of any property of the City. The
Notes shall n.ot be a debt of the City, nor a legal or equitable
pledge, charge, lien or encumbrance upon any property of the City
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or upon any of its income, receipts or revenues except the Grant
Receipts, Surplus Revenues and other funds pledged by the Resolu-
tion.
Section 205. General Terms of Notes. The Notes shall
be payable in legal tender of the United States of America, shall
be issued in form payable to bearer with coapons attached for the
several in.stallments of interest thereon due at or prior to
maturity. Each Note shall bear interest from~its date until the
City`s obligation with res~ect to the Payment of the principal
sum shall be discharged, payable in the case of installments due
at or prior to its maturity in accordance with the tenor and upon
surrender of the appurtenant coupons as they severally become
due.
Section 206v Execution of Note.s. Each Note shall be
executed in the name of the City by its Mayor and City C1erk,
using their manual.or facs'imile signatures, and the corporate
seal of the City sh.al'1 be affixed, imprinted or reproduced thereon.
In case any officer who shall have signed or attested any of the
Notes shall leave office before the Notes so signed and attested
shall have been aut''henticated and del~ivered by the Fiscal Agent,
such Notes may nevertheless be authenticated and delivered. Any
Note may be signed, sealed or attested on behalf of the City by
any person who, on the date of such act, shall hold the proper
office, notwithstanding that on the date of such Note su.ch person
may not have held such office. The coupons appurtenant and to be
attached to any Note shall~ bear and be authenticated by the
facsimile signature of the Mayor, and the City may use f`or that
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purpose th<e facsimile.~signature of any person who shall have been
Mayor at or subsequent to-the date of this Resolution, notwith-
standing that at the time when such Note sha11 be authenticated
and delivered or su"ch coupons attach,ed such person may have left
office.
Sec.tion 207. Authentication of Notes. The Notes shall
bear a cert.ificate of authentication, substarrti:ally in the form
set forth in the `Resolution, duly exe:cuted by the Fiscal Agent.
Only such Notes as shall bear such certificate af authentication,
duly executed, s.hall be entitled to any right or benefit under
the Resolution. No Note and no apPurtenant coupon shall be valid
or abligatory for any purpose unless such certificate of.authen-
tication upon such Note shall have been duly executed by the
Fiscal Agent, and sueh certificate of authentication by the
Fiscal Agent upon any Note executed on behalf of the City shall
be conclusive and the only evidence that the N;ote so authenti-
cated has been duly authenticated and delivered under the
Resolution and that.the holder thereof and of any appurtenant
coupons is entitled to the benefit of the Resolution. Except in
cases provided for in Section 210, the Fisca~l Agent, before
authe;:nti~cati~ng and delivering any Note, shall detach and cancel
all matured coupons thereto attached.
Section 208. Conditiorrs Prec.edent to Authentication of
the Not~es. The executed Notes shall be delivered to the Fiscal
Agent for aut:h,entication and delivery to or on the order of the
purchasers, but shall be so authenticated only upon prior or
simultaneous receipt by the Fiscal Agent of:
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(1) A copy of the Resolution, certified by the City
Clerk;
(2) A co:py of each Supplemental Resolution then in
effect, certified by the City Clerk;
(3) Copies of the Grant Agreements, as amended or
modified to the date of delivery of the Notes, certified by
an Authorized Officer as then in effe:ct;
(4) An opinion of the City Attorney to the effect that
such Agreements have been validly executed and accepted on
behalf of the City, that each Grant Agreement constitutes a
binding agreement by and between the City and the EPA or
between the Ci"ty and th"e State Board relating to the construc-
tion of the Project and reimbusements by the EPA or the
State Board for Eligible Costs incurred or to be incurred by
the City;
(5) A certificate of an Authorized Officer stating (a)
with respect to the Grants (i} the aggregate amount thereof
committed or awarded, (ii) the aggregate amount thereof
previously received by the City and (iii) the aggregate
amount thereof expected to be received and (b) the principal
amount of Notes then outstanding; and
(6) A written order as to the delivery and application
of the praceeds of the Notes, siqned by an Authorized Officer,
Section 209. Neqotiability and Transfer of Notes. 7he
Notes shall be negotiable instruments and title ta any Note shall
pass by delivery as a negotiable instrument payable to bearer.
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The City and any Fiduciary may treat and .conside,r t"he bearer of
any Note as .its holder and absolute o-wner, whether or not such
Note shall b'e overdue, for the purpose of rece.iving payment of
princi.pal and for all other purposes whatsoever except for the
purpose of receiving payment of coupons. The C'ity and any
Fiduciary may treat and consider the bearer of any coupon as its
holder and absalute owner, whether such coupon or such Note shall
be overdue, for the p`urpose of receiving. payment and for all
other purposes. A11 payments made as in this Section provided
sfiall be valid a-nd effectual to satisfy and discharge t;he liability
upon the several Notes to the extent o.f the sum or sums so paid.
Secti.on 210. Reissuance of Mutilated, Destro_y~ed,
Stolen or Lost Notes. In case any Outstanding Note shall become
mutilated or be destroyed, stolen or lost, the Fiscal Agent shall
authenticate and deliver a new Note (with apPropriate coupons
attached~ of like tenor, number and amount as the Note and appur-
tenant coupons, if any, so mutilated, destroyed, stolen or 1ost,
in exchange and substitution for such mutilated Note and upon
surrender of such mutilated Note and appurtenant coupons, if any,
or in lieu of and substitution for the Note and appurtenant
coupons, if any, destroyed, stolen or lost, upon filing with the~
Fiscal Agent evidence satisfactory to the City and the Fiscal
Agent that' such Note and appurt~enant coupons, if any, have been
destroyed, stolen or lost and proof of ownership, and upon fur-
nishing the City and the Fiscal Agent with indemnity satisfactory
to them, and complying with such other reasonable regulations as
the City and the Fiscal Agent may prescribe and paying such
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expe.nses as the City and Fiscal Agent may incur in connection
therewith. All Notes or coupons surrendered to the Fiscal Agent
under the provisions of Section 210 shall be cancelled by the
Fiscal Agent. In all cases in which Notes registered as to both
principal and interest are to be converted into coupon Notes
payable to bearer, the~ City sha11 execute coupons as required by
the transaction. In all cases in which new N.otes are to be
deli~vered under the provisions of Section 210, the Fiscal Agent
shall deliver to the City a certificate specifying the Notes
mutilated, destro~yed,.stolen or lost, and the City shall execute
coupons or Notes an:d the Fiscal Agent shall `authenticate Notes,
as required by the transaction.
Section 211. Prohi6ition of~Other Debt in A,ntici_pation
of Grant Receipts. E,xcept for the Notes, no bonds, notes or
other evidences of inde'btedness shall 6e issued by the City in
anticipation of any G:rant Receipts or for t,he payment of which
any Grant Receipts are pledged or otherwise made available.
Section 212. Covenants wit,h Not.eholders. In order to
secure the payment of the Notes, the City hereby particularly
covenants and agrees with the holders of the Notes, and makes
provisions which s~ha1T be a p~art of the contract with such ho1-
ders, that the Gity,.if and so long~as any of the Notes are out-
standi'ng and unpaid:
(a) Wi'll proceed to complete with all practicable
dispatch the construction and acquisition of the Project;
{b) Will not make or cause or permit to be made any
appli°cation of the proceeds of the Notes or of any moneys
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held in the De'bt Service Account, the Construction Account
~ or the Grant Receipts Account except in accordance with the
provisions of Article III; ,
(c)_ Will comply in all respects w.ith the terms and
provisions of all Grant Agreements a.nd with all applicable
State and Federal laws and regulations governing the imple-
mentation of any G'rant Agreement;
(d) Will impose and collect user charges for the use
and services .of the System i,n accordance with the require-
ments of any Grant Agreement and any Security Instrument;
(e) Will~take all actions necessary to preserve its
right to receive reimbursements under the Grant Agreements;
(f) Will a;pply or continue to apPly Revenues and any
other available funds to pay that portion of Eligible Costs
not expected to be reimbursed from Grants until all such
Costs have be`en p:aid;
(g) Will n,ot apply the proceeds of any Note or other
moneys of the City in any manner which would cause any of
the Notes to be an "arbitrage bond" ,within the meaning of
Section 103(c) of the Internal Revenue Code of 1954, as
amended;
(h) Will promptly request each reimbursement to which
it has be~come entitled under any Grant A;greement;
(i) Will promptly pay over to the Fiscal Agent all
Grant Receipts, for deposit in the Grant Receip:ts Account;
(~j) Wi11 not unilaterally terminate, or enter into any
~ agreement t.o terminate, any Grant Agreement;
- ~ 6 - ~ ;9:5;1 ~
(k) Except for the benefit or security of the Bonds or
the Notes or any other bonds or other obligations heretofore
or hereafter issued by the City, will not create, assume or
suffer to be created any judgment, mortgage, pledge, or
other lien, enc.umbrance or charge on the Revenues, or on any
property or assets, real or personal, of the System, and
will not permit any attachment of the Revenues or of such
property or assets to remain unreleased for a period exc,eed-
ing thirty days;
(1) Will not adopt or enter into any Security Instru-
ment which does not provide for the periodic release from
the lien of such~Seeurity Instrument, not less often than
annually, of Surplus Revenues, or which does not permit the
application of Surp1us Revenues 'to the payment of the Notes
or other evidences of indebtedness:which the City may issue
to refund or r'etire the Notes; and
(m) Will, if three months prio.r to the maturi.ty of the
Notes there shall not be on deposit in the Debt Service
Account and the G'rant Receipts Account a sum sufficient and
available to pay the principal o-f and interest on the No.tes,
as soon as possible authorize and affer for sale ad-ditional
grant ant'icipation notes pursua.nt to the Act, or issue other
obTigat'ions in a principal amount sufficient, with other
available moneys, to make full payment of the principal of
and interest on the Notes, such additional notes or other
obligations to be offered for sale upon reasonable and
customary terms and conditions, will commence and carry out
- lJ - ~9'!5.1 ~ ,
such offering in time to receiVe.offers or bids for the
purchase of such obligations no later than two months prior
to the,maturity of the Notes, a°nd will promptly deliver such
obligations to the purchaser thereof and deposit the proceeds
. of sale in the De.bt Service Account for .application to the
retirement of the Notes.
For the purpose of determining sufficiency and avail-
ability within the meanin-g: of paragraph (m') of this Section,
Investment Securities maturing on or before t'he maturity of the
Notes shall be v`alued at their face value plu~s the amount of
interest payable at or prior to such maturity date; Investment
Securities which are subject to an agreement for their repurchase
on or before the maturity of the Notes shall be valued at the
agreed on repurchase price plus the aggr,egate amount of interest
payable to the Fiscal Agent under the terms of the applicable
repurchase agreement at or prior to the date of such maturity.
Section 2~13. Required Notices to Fiscal Agent. The
City will gi;ve to the Fiscal Agent prom;pt written notice, appro-
pria:te'ly documented, of any change in the status of the Grants
and of any auth,orization of addition~al ind'ebtedness of the City
payable fwom Revenues, and particularly of any o°f -the following
events :
(i) any modification of a Grant;
(ii) the susp.ension of any Grant or the issuance
of any stop-work order;
(iii) the termination of any Grant;
-~s- ~ , 95:i~
(iv) the annulment of any Grant;
(v) the ado.ption or auth'orization by the City of
any Security Instrument.
Section 214. Notice of Certain Other Actions. When-
ever the suspension of any Grant or the issuanc,e of any stop-work
order has been lifted or cancelled, the C:ity will give to the
Fiscal Agent prompt written notice, appropriately documented, of
such lifting or cancellation.
-~9- . .-9~~1~
ARTICLE III
E-stablishment and. A lication of Accoun:ts
Section 301. Security for Not'es a.nd Sources of Payment.
The Notes sha11. be lim~ited obligations of t6e City, payable, as
to both prineipal and interest, in the first instance from the
Grant Receipts and other moneys, includi,ng i~nvestment income,
held in the Account:s u'rrder the Re,solution,. and, to the extent not
so paid, shall also be payable from Surp`lus Rev~enues and from the
proceeds of additional notes issued pursuant to the Act or other
obligations of the Ci'ty. A11 moneys hel~d~i:n the Debt Service
Account and, subje.ct to the provisions of the Resolution permit-
, ting or reqwirin,g,.:application to costs of the Project, all moneys
held in the Constr'uction Account and the Gran't Receipts Account
are hereby pledged for the payment of the Notes.
Se:ction 302. Establishment of Aecounts. The City
hereby creates and est'ablishes the foTlowi`ng special funds or
accounts, each of.whic'h shall be held by the ,Fiscal Agent:
(~1 ) De:,b~t. Servi ce Account
(2) C'onstruction Account ~
(3) Gran:tt Receipts Account
S_ection 303. Qebt Service Account. Of tiie proceeds of
saTe of the ~Note's., such amount as shall.be stated in the written
order referred to in Section 208 shall be paid to the Fiscal
Agent for d'eposit in the Debt Service Account for apPlication to
the payment of instaTlments of interest on the Notes as the same
become due. On September 1; 1984, or on the next succee.ding
business day, the Fiscal Agent shall withdraw from the Gra~nt
:9:5~1 ~
-20- ' .
Receipts Account and' deposit in the Debt Serviee Account an
amount equal to the p.rincipal of the Notes, or such lesser amount
as shall then b'e on deposit in the' Grant Receipts Account. On
and after September l, 1984, all Grant Rece'ipts shall be paid
into the Debt Service Account until its balance shall equal the
principal of and int'erest payable on the Notes a't maturity.
Amounts held in the Debt Service Account shall be applied to the
payment of principal of and interest on th.e Notes and used for no
other purpose. Pending such application, moneys in the Debt
Service Acco~unt shall be invested in Investment Securities
pursuant to Section 306.
~ Section 304. G:onstruction Account,. The remaining
proceeds of sale of the Notes, after making the deposit required
by Section 303, shal,l be paid to the Fiscal Agent for deposit in
the Construetion Account and application to payment of Costs of
the Project. Pending such application, moneys in the Construction
Account shall be invested in Investment Securities. No moneys
shall be disbursed from the Construction Account except to pay
such Costs or to pay the principal of or interest on the Notes
when due. Disbursemen.ts for the payment of E~igible Casts shall
be made by~t.he Fiscal Agent upon receipt of vo,uchers signed by an
Ruthorized Officer stating that such Costs h:ave been properly
incurred, are Eligib.le Costs, and payment is then due and owing.
Disbursements for Costs of Issuance of the. Notes shall be made
upon requisition by .an Authorized Officer.
Whenever the Fiscal Agent shall have received notice
pursuant to Section 213 that any Grant Agreement has been sus-
-2~- ~ :9°5~F
pended or a stop-work order has been issued, no further dis-
bursements shall be made from the Construction Account until the
Fiscal Agent sha]1 have received notice of the lifting of such
susPension or stop-worK order in accordance with Section 214. If
the Fiscal Agent shall have received notic.e pursuant to Section
2I3 that any Grant Agreement has been terminated or annulled, no
further disbursements~shall be made from the.Construction Account,
and all moneys remaining in said Account shall immediately be
transferred to the Debt Service Account.
On Sep'tember l, 1984, or on the next succeeding business
day, to the extent that sufficient moneys are not available in
, the Debt Service Account and the Grant Receipts Account to pay
the principal of and interest on the Notes at maturity, moneys in
the Construction Account shall be transferred to the Debt Service
Account and applied to such payment.
After completion of the Project, a:ny moneys remaining
in the Construction Account shall be transferred to the Debt
Service Account and~held for the retirement of the Notes. If no
Notes are then Outstanding, moneys rem_aining in the Construction
Account may be withdrawn by the City and used .for any lawful
purpose:
S.ection 305. Grant Receipts Account. All Grant Re-
ceipts rec,eived by the City prior to September l, 1984 shall be
pro.mptly paid to the Fiscal Agent for deposit in the Grant Re-
ceipts Account and ap~plication to the payment of the principal of
and interest on the N,otes or to payment of Eligible Costs of the
Project, as provided in this Section. Pending such application,
-22- _ 95~1~
moneys in the Grant Receipts Account shall be invested in
Tnvestment Securities, Prior ta September 1, 1984 moneys may be
withdrawn by the City from the Gra.nt Rece_ipts Account for applica-
tion to Costs of the Project, but only if, after any such withdrawal
there remain in the G;:rant Receipts Account moneys or Investment
Securities in an amount sufficient, together with ninety percent
(90%) of the Anticipa,ted Grant Receipts (as stated in a certificate
of an Authorized Officer da'ted and delivered to the Fiscal Agent
no more than ten days prior to such withdrawal) to pay the principal
of.all Outstanding:No.tes at their maturity. Any moneys remaining
in the Grant Receip°ts Account after the payment of the Notes in
, full shall be applied to costs of completion of the Project, or
if the Project is then complete, may be withdrawn by the City and
used for any lawf-ul purpose.
Section 306.
Investments.
Moneys in the Debt Service
Account, the Construction Account and the Grant Receipts Account
shall at all times be invested, to the ex.tent practicable, in
Investment Securitie;s maturing (or salable t'hrough repurchase
agreement at a stated price} at such tim:es and in such amounts as
wi,ll make cash avail,able for the purposes of such Accounts as
need=ed,. S,uch; Investment Securi ti es shal 1 be acqu i red as di rected
by an Aut"'horized Of'ficer, or, in the absence of such direction,
as determined b.y the Fiscal Agent in its sole discretion. Invest-
men;t Securitie;s may be purchased for the Grant Receipts Accaunt
either in th,e open market or from the Construction Account. If
purchased from t,h;e Construction Account, such Investme_nt Securities
shall be purchas.ed at a price equal to their original. purchase
- z 3 - ~ :9:~5~1 ~
price plus accrued interest. To the extent permitted by law, the
., City may al~so engage i•n financial transactions whereby Investment
Securities are purchased under an agreeme'nt providing for resale
to the original sel'ler at a stated price.
-24- :y5~;~
ARTICLE IV
Events of Default and Remedies of Holders
Section 401. Events of Default. Each of the following
events shall constitate an "event of default":
(a) if default shall occur in the due and punctual
payment of t'he principal of or interest on any N.ote;
(b}- if default shall be made by the City in the obser-
vance of any of the covenants, agreements or conditions on
its part in th,e~Resolution or in any Supplemental Resolution
or in the Notes contained, and such~default shall have
continued for a period of 30 days after the City shall have
. been given writt,en notice of such default by the Fiscal
Agent; or
(c) if the City shall file a petition or answer seek-
ing reorganazation or arrangement under the federal bank-
ruptcy la-ws or a,ny other applicable law of the United States
of America, or if a court of comPetent jurisdiction shall
approve a petition, filed with ar withou't the consent of the
City, seeking reorganization of the City under the federal
bankru;ptcy laws or any other applicable law of the lJnited
St~ates of America, or. if a court of competent jurisdiction
shall assume custody or control of.the City or of the whole
or an'y substantial part of its property.
' Secti on 402. Enforce,ment ~ Fi s.cal ~A.gent. Upon the
happening and continuance of any event of defau]t, the Fiscal
Agent may, and upon the written request of~the holders of not
less than twenty-five per cent (25%) in aggregate principal
9 5:~ ~
-25-
amount of the Notes at the time Outstandin'g, shall exercise in
i ts own 'na,me a~ny or al l of the powers of the Notehol ders under
Section 403 and in.particular (i) b`ring su'it for any unpaid
principal or int°erest then due, (ii) by mandamus or other appro-
priate proceeding enforce all rights of th;e N~oteholders, including
the right to require the City to Perform its duties under the Act
,
and the Resolut.ion, (iii) bring suit upon the Notes, (iv) by
action at law or bill in eq.uity require the .Gity to account as if
it were the trustee of an express trust for the Noteholders and
(v) by action or bil'1 ~in equity enjoin a,ny acts in violation of
the Resolution or the rights of the Noteholders.
, - Section 4:03. Enforcement ~ Noteholders. Any holder
of an 0utstanding Note or coupon may exercise any available
remedy and bring any appropriate action, suit or proceeding to
enf.orce his rights, including those specified in Section 402,
provided that prior to resorting to any court of law or chancery
or to any other legal process, either (i')' such holder shall have
given written notice to the City and the Fiscal Agent specifying
the event of default to be complained of and requesting the
, Fiscal Agent to tak°e appropriate action, and t.he Fiscal Agent
shall have f`ai`1'ed to act within a reasonable time, or (ii) such
holder shall have obtained the written consent of the Fiscal
Agent to the institution of the action, suit or proceeding pro-
posed; and such action, suit or proceeding is brought for the
ratable benefit of all Noteholders. •
Section 404. Right to Enforce Payment of Notes Unim-
ap ired. Nothing in t.his Article shall affect or impair the right
_.2 6 - .~9 s: ~ ~~3
of any Noteholder to enforce the payment of the principal of or
' interest on his Note or the obligation of the City to pay the
principal of and interest on each Note to its holder when due.
-27- :9:~1:~
. Y.~ 1
' t;,, -
ARTICLE V
The Fiduciaries
Section 501. Fiscal A~ent. The City shall, by Supple-
mental Resolution adopted prior to the authentication and deli-
very of any Note-s, appoint as Fiscal Agent a bank, trust company
or national banking association having tr°ust powers, able to ac-
cept the office on reasonable and customary terms and authorized
by law to perform the duties imposed upon it by the Resolution.
The Fiscal Agent shall signify its acceptance of the duties and
obligations imposed upon it by the Resolution by executing the
. certificate of authentication on the Notes, and, by executing
such certificate upon any Note, the Fi,scal Agent shall be deemed
to have certified to the City that it has all requisite power to
accept, and has accepted such duties and obligations not only
with respect to the Note so authenticated, b.ut with respect to
all the Notes.
Section 502. Pa in A~ents. The City shall appoint
one or more Paying Agents for the Notes 6y Supplement.al Resolution
adopted prior to their authentication and delivery, and may at
any time :or from time to time by Supplemental Resolution appoint
one or more other .Paying Agents. Each Paying Agent shall be a
bank, trust~comPany or national banking association having trast
powers, able to accept the office on reasonable and customary
terms and authorized by law to.perform the duties imposed upon it
by the Resolution. Each Paying Agent shall deliver to the City
and the Fiscal Agent a written acceptance of its duties and
- 2 $ - ~ ~ 9~~~~ ~
obligations under the Resolution. The Fiscal Agent may be appointed
and may act as a Paying Agent. ~
Sectio'n 503. Responsibilities of Fiduciaries. The
recitals of fact in the Resolution and the No.tes shall be taken
as statements.of the City, and no Fiduciary sha11 be responsible
for their accuracy. No Fiduciary shall be deemed to make any
representatio,n as to, or shall incur any liability on account of,
the validity~,of the Resolution or of any Notes or coupons. The
Fiscal Agent shall, however, be respansible for any representation
in its certificate of authentication on the Notes. No Fiduciary
shall be under any responsibility or duty with respect to the ap-
• plication of any moneys paid to the City or to any other Fiduci-
ary. No Fiduciary shall be under any obligation or duty to
perform any act which would involve it in expense or liability or
to institute or defen~d any action or suit in respect of the
Resolution or Notes, or to advance any of its own moneys, unless
properly indemnified.
The Fiscal Agent, prior to the occurrence of an event
of default and after the remedy of all events of default which
may h,ave occurred, undertakes to perform such duties and only
such duties as are sp.ecifically set forth in the Resolution. In
case an event of default has occurred and has not been remedied,
the Fiscal A•gent shall exercise such of the. rights and powers
vested in it 'by the Resolution, and sh:all u=se the same degree of
care and skill in their exercise, as a prudent m,an would exercise
or use unde_r the circumstances in the conduct of his own affairs.
Any provision of the R.esolution relating to action taken or to be
-29- ~ 95:1~
taken by the Fisc~al Agent or ta evidence upon which the Fiscal
Agen.t may rely shall be subject to the provisi.ons of this Section.
No Paying Agent shall be liable in connectiorr with the performance
of its duties as sach Paying Agent except for its own negligence
or default.
Section 504. Evidence on Which Fiduciaries ~ Act.
Each Fiduciary shall be pr.otected in acting upon any notice,
resolution, request, consent, order, certificate, opinion, or
other document believed by it to be genuine, and to have been
signed or presented by the proper party or parties. Whenever any
Fiduciary shall deem it necessary or desirable that a fact or
, matter be proved or established prior to taking or suffering any
action, such fact or matter, unless other evidence is specifi-
cally prescribed, may be deemed to be conclusively proved and
established by .a certificate of an Authorized Officer, but in its
discretion the Fiduciary may instead accept: other evidence of
such fact or matter.
Section 505. Compensation and Expenses. Unless other-
wise provided by contract with the Fiduciary, the City shall pay
to each Fiduciary from time to time reasona.ble.compensation for
aTl services, and also reimburse its reasonable expenses, charges,
legal fees and other disbursements and those of its attorneys,
agents and e.mployees, incurred in the performance of its duties.
The City shall indemnify an,d save each Fiduciary harmless against
any liabilities 'which it may incur in the exercise and perfor-
mance of its powers and duties and which are not due to its
negligence or default.
,9,5~:1 ~
-30- "
Section 506. Certain Permitted Acts. Any Fiduciary
may become the owner of or may deal in Notes as fully and with
the same rights it would have if it were not a Fiduciary. To the
extent permitted by law, any Fiduciary may act as depositary for,
~ and permit any of its officers or directors to act as a member
of, or in any other capacity with respect to, any committee
formed to protect the wights of Noteholders or effect or aid in
any reorganization growing out of the enforcement of the Notes or
the Resolution, whether or not any such committee shall represent
the holders of a majority in pri'ncipal amount of the Notes Out-
standing..
, Section 507, Resignation of Fiduciary. A Fiduciary
may at any time resign and be discharged of its duties and obli-
gations under the Resolution by giving not less than sixty days'
writt.en notice to the City and publishing notice, specifying the
date when such resignation shall take effect, in an Authorized
Newspaper within twenty days after the giving of such written
notice. Such resignation shall take effect upon the day speci-
fied in such notice unless a successor shall have been previously
appointed by the City or Noteholders, in which e,vent such resig-
nation shall take effect immediately.
Section 508. Removal. A Fiduciary may be removed at
any time by t:he holders of a majority in principal amount of the
Notes then 0atstanding, excluding any Notes held by or for the
account of the City, by an instrument or concurrent instruments
in writing signed and duly acknowledged by such Noteholders or by
their attorneys duly authorized in wri~ting and delivered by the
City. Copies of each such instrument shall be delivered by the
City to each Fiduciary.
_,9~~~~:~
~ -31- • , .~
S.ection 509. Appointment of S"ucce:ssor. In case at any
, time a Fidu,ciary sha1T resign or shall be removed or shall become
incapable of acting, or shall be adjudged a bankrupt or insolvent,
or if.a receiver, liguidator or conservator of such Fiduciary or
of its property shall be appointed, or if any public officer or
court shall take charge or control of such Fiduciary or of its
property or affairs, a successor may be appointed by the holders
of a majority in principal amoun~ of the Notes then Outstanding,
excluding any Notes held by or for the aecount of the City, by an
instrument or concurrent instruments in writing signed by such
Noteholders or thei"r at`-torneys duly authorized in writing and
delivered to such successor Fiduciary, notification thereof being
given to the City, the pr.edecessor Fiduciary and any other Fidu-
ciaries. Pending such appointment, the City shall forthwith
appoint a Fiduciary to fill such vacancy until a su.ccessor Fidu-
ciary shall be apP;oirrted by Noteholders., but no succ.essor Payin~g
Agent shall be reqaired to be appointed if another Paying Agent
is still acting. The City shall publish notice of any such
appointment in a`n Authdriz.ed Newspaper within twenty days after
such• appointment. Any successor Fiduciary appointed by the City
shall, imme:diately a,nd without further act, be su,Perseded by a
Fiduciary appointed by Noteholders. .If in a proper case no ap-
pointment of a suc.cessor Fiduciary shall be made within forty-five
days af:ter .tfie Fiduciary :shall have given to the City .written
notice of resignation or after the occurrence of any other event
requiring suc~h appointment, the Fiduciary or any other Fiduciary
or any Noteholder may apply to any court of competent jurisdic-
951~
-32- .
tion to appoint a su~ccessor. Any Fiduciary a,ppointed under the
provisions of this Section shall be a bank or trust company or a
national banking asso~ciation, doing business and having its
principal office in the State of California and authorized to
perform the duties im°posed upon it by the Resolution.
Section 5SQ. Transfer of Ri9hts.and Property to Suc-
cessor. Any predecessor Fiduciary shall pay over, assign and
deliver any money~s held by it to its succes.sor, or if there is no
successor, to the Fiscal Agent.
Section 511. Mer er or Consolid:ation. Any company
into whic'h any Fid~u'ciary may be merged or converted or with which
, it may be consolid,ated or any company res`ulting from any merger,
conversion or consoli'dation to which it shall be a party, or any
company to which suc.h Fiduciary or any public officer or court
may sell or transfer all or substantially all of its corporate
trust business,~sh~all be the successor to such Fiduciary without
the execution or filing of any paper or the perform'ance of any
further act; provide:d, however, that such co.mpany shall be a bank
or trust company 'or national banking ass.oc~iation and shall be
autharized by law to perform a1T the duties imposed upon it by
the Resolution.
-33- ~ ;9`~;~~
aRTICLE• VI
- Supplemental Resolutions and Amendments
Section 601: Supplemental Resolutions Effective Upon
Adoption. A Supplemental, Resolution for any one or more of the
following purposes shall be fully effective in accordance with
its terms upon adoPtion:
(1) To specify, determine or authorize any matters and
things conc~erning the Notes or the proceeds thereof which
are not contrary to or inconsistent with the Resolution;
(2) 'To modify or amend any of the terms or provisions
of the Resolutian prior to the acceptance by the Fiscal
, Agent of its appointment under the R~.esolution.
Section 602. Supplemental Resol.utions Effective Upon
Fi11ng. A Supplem,ental Resolution for any one or more of the
following purposes shall be fully effective in accordance with
its terms upon the filing. with the Fiscal Agent of a copy certi-
fied by the City Clerk;
(1) To impose additional covenants or agreements to be
observed by the City which are not contrary to or inconsistent
with the Resolution;
(2) To impose other limitations or restrictions upon
the City;
(3) To surrender any right, power or privilege reserved
to or conferred upon the City by the Resolution; and
(4) To confirm, as further assurance., any pledge of or
lien upon the Grant Receipts or any other moneys, securities
or fuhds.
-3~- - ~9;51~
Section.603. Supp:lemental Resolutions Effective Upon
Consent of Fisc.al Age.nt. A Supplemental Resolution for the
purpose of curing any ambiguity, omission or defect in the Resolution
shall be fully effective in accordance with its terms upon the
written consent of the Fiscal Agent.
Sec•tion 604. Amendment ~ Consent of Nolders. The
Resolution or any Supplemental Resolution and the rights and
obligations of the City and of.the Notehold.ers may be modified or
amended at any time by a Supplemental Resolution which shall
become binding when the written consents of the holders of sixty
per cent (60%) in aggregat.e principal amount of the Notes then
• Outstanding are filed with the Fiscal Agent. No such modifica-
tion or amendment shall extend the maturity of or reduce the
interest rate on, or otherwise alter the terms of payment of the
principal of or interest on any Note without the express written
consent of the holder of suc.h Note, nor reduce the percentage of
Notes required for consent to any such amendment or modification,
nor modify any of the rights or obligations of the Fiscal Agent
without its prior written consent.
-35- 951~ ,
,~; -
' ARTICLE VII
~ Miscellaneous
Section 701. Defeasance. (1) If tFie City shall pay
or cause to be paid to the holders of the Notes and coupons, the
~principal and interest due and to become due thereon, at the
times and in the manner stipulated therein and in the Resolution,
then, at the option of the City express:ed in a certificate of an
Authorized Officer delivered to the Fisca1 Agent, the pledge of
the Grant Receipts and other moneys, securities and funds hereby
pledged and the cov:enants, agreements and other obligations of
the City to the Noteholders hereunder shall be-discharged and
• satisfied. Ln such event, the Fiscal Agent sha11, upon the
request of the City exp'ressed in a certificate-of an Authorized
Officer delivered' to th.e Fiscal Agent, execute and deliver to the
City all such instruments as may be desirable to evidence such
discharge and satisfaction, and the Fiduciaries shall pay over or
deliver to the City a11 mon~eys or securities held by them pursuant
to the Resolution which are not required~for th.e payment of Notes
or coupons.
(2) Any Notes and their appurtenant coupons, whether
at or prior to the maturity of such Notes or coupons, shall be
deemed to have been paid within the me,a;ning of this Section if
there shall ha.ve been deposited with t:he` Fisca~l Agent by or on
behalf of the City either (i) moneys in an amount which shall be
sufficient, or (ii) Federal Securities not subject.to redemption
prior t~o maturity the~principal of and the interest on which when
due will provide moneys which, together with the moneys, if any,
,9.51 ~
-3 6 -
• ;a;
4 on deposit wi'th the Fiscal Agent at the same time, sha11 be
sufficient to pay when due the principal of and interest due and
to become due on said Notes at and prior to their maturity. Any
moneys so deposited may be invested by the Fiscal Agent only in
such Federal Securities. The Federal Securi.ties and moneys
deposited with the Fiscal Agent pursuant to this Section shall be
held in trust for the payment of the princ:ipal of and interest on
said Notes. No payments of principal of or interest on any such
Federal Securities shall be withdrawn or used for any purpose
other than the payment of such principal or interest.
Section 7"02. Evidence of Siqnat.ures of Noteholders and
Ownership of Notes. Any request, consent, revocation of consent
or other instrumernt which the Resolution may require or permit to
be signed and executed by Noteholders may be in one or more
instruments of similar tenor, and shall b.e signed or executed by
such Noteholders in person or by their att.orneys duly authorized
in writing. Proof of, (1) the execution of any such instrument,
or of an instrument ap~p.ointing or authorizing any sach attorney,
or (2) the holding by any person of an.y Notes or coupons apper-
taining thereto, shall be sufficient for any purpose of the Re-
solution if made in the fo.llowing manner, or in any other manner
satisfactory to the Fiscal Agent which may nevertheless in its
discretion re;quire further or other proof in cases where it deems
the same de`sirable:
(A) .The fact and dat_e of the execution by any Note-
holder or his attorney of any such instrument may be proved
(1) by the certificate of a notary public or other officer
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authorized to take acknowledgments of dee;ds to be recorded
in the jurisdiction in which he.purports to act that the
person sign'in~g such instrument ack°nowledged to him the
execution thereof, or by the affidavit of a witness of such
execution, duly sworn to before such a.notary public or
other officer o.r (2) by the certificate, wfiich need not be
acknowledged or verified, of an officer of a bank, trust
company or financial firm or corporation Satisfactory to the
Fiscal Agent t'ha't the person signing such instrument acknow-
ledged to such bank, trust company, firm or corporation the
execution ther;eof.
(B) The au,th.ority of a person or persons to execute
any such instru;ment on behalf of a corporate Noteholder may
be established without further proof if such instru,ment is
signed by a person purporting to be the president or trea-
surer or a vice=president or an assistant treasurer of such
corporation. with a corporate seal affixed, and is attested
by a person pur'pbrting to be its se:cretary or assistant
secretary.
(C) The amount of Notes tra'nsferable by delivery held
by any person executing any such instrument as a Noteholder,
and the nu~m:bers and other identification thereof, and the
date of his holding such Notes, may be proved by a certifi-
cate, which ne:ed n~t be acknowledg.ed or verified, of an
officer of'~a .bank, trust company, financial firm or corpora-
tion or other depositary satisfactory to~t.he Fiscal Agent,
showing that at a date therein mentioned such person exhibited
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to or.had on deposit with such bank, trust company, firm,
corporation or depositary Notes described or referred to in
such certificate; and such a certificate may be made and
given by an officer or member of any bank, trust company,
insurance company or financial firm or corporation with
respect to Notes held by it, if acceptable to the Fiscal
Agent.
Any request, consent or other instrument executed by the holder ~
of any Note shall_ bind all future holders of such Note in respect
of anything don,e or suffered to be done hereunder by the City or
any Fiduciary in accord-ance therewit'h.
. Section 703. Preservation and Inspection of Documents.
All reports, certificates, statements, and other documents re-
ceived by any Fiduciary under the provisions of the Resolution
shaTl be retained in its possession an~d shall be available at all
reasonable times for the inspection of the City, any other Fidu-
ciary or any Notehold,er, and thei.r agents and their representa-
tives, any of whom may make copies thereof, but any such reports,
certificates, stateme4nts.or.other documents may, at th~ election
of such Fiduciary, be destroyed or otherwise disposed of at any
time after such date as the pledge created by the Resalution
shaTl be discharged.as provided in Section 701.
Section 704. Form of Notes, Coupons and Fiscal Agent's
Certificate. Subject to the provisions of the Resolution, each
Note, the coupo:ns to be attached thereto and the certificate of
authentication by the Fiscal Agent shall be, respectively, in
substantially the following form:
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[Form of Note]
UNITED STATES OF AMERICA
STATE OF CALIFORNIA
~
CITY OF PETALUMA
GRANT ANTICIPATION NOTE
No.
The CITY OF PETALUMA (the "City"), a municipal corpora-
tion and a charter city of the State of California, acknowledges
itself indebted and for value received hereby`promises to pay to
, the bearer, upon pres.entation and surrender, the principal sum of
Five Thousand Dollars ($5,000) on the First day of January, 1985,
and to pay interest on such principal sum from the date hereof at
the rate of per centum ( ~) per annum, ,payable on
the first days of January and July in each year, commencing
January l, 1983, until the City's obligation with respect to the
payment af such principal sum shall be dis:charged, but only, in
the~case of interest d~ue at or before maturity of this note,
according to the tenor of the attached coupons.and upon presenta-
tion and surrender of said.coupons as they severally become due.
This note, as to both principal and interest when due, will be
payable at the principal corporate trust office of
, in the City of San Francisco,
California, as Fiscal Agent under the ResoTution hereinafter
referred to (the "Fiscal Agent"), or of its successor as such
Fiscal Agent, or, at the option of the holder of the note or
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coupon entitled thereto, in the City of New York, New York, at
the principal corporate trust offi.ce of
, a paying agent of.the City, or
of its successor as such paying agent, in any coin or currency of
the United State`s of America which at the time of payment is
legal tender for the payment of public and pwivate debts.
This note is one of an issue of notes (the "Notes")
issued in the aggregate principal amount of $
, which
are all dated August l, 1982, and are all of like tenor and which
are authorized and issued under and pursuant to Sections 53859 et
seq. of the Government Code of the State of California (herein
called the "Act"), and wnder and in accordance with a resolution
adopted by the Council of the City on _, 1982, and
entitled "Resolution Authorizing the Issuance of Grant Anticipa-
tion Notes of the City of Petaluma, Galifornia", as supplemented
(the,"Resolution") for the purpose of financing improvements to
the sanitary sewerage system of the City (the "System"). A copy
of the Resolution is on file at the principal office of the
Fiscal Agent.
The Notes are limited obligations of the City issued in
anticipation of th.e receipt of certain grants expected to be
received from the United States of Amer'ica and the State of
California (herein called the "Grant Receipts") and are payable
solely from moneys, including Grant Receipts, held in the accounts
maintained und•er th.e Resolution,, the proceeds of sale of additional
notes issued pursuant to the Act and any available surplus revenues
of the System. The general fund of the City is not liable, and
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the full faith or credit or taxing power of the City is not
pledged, for the payment of the principal of or interest on the
Notes.
All of the Notes are equally secured by the pledge of
funds and revenues provided in the Resolution.
Reference to the Resolution and any and all modifications
and amendments thereof and to the Act is made for a description
of the nature and exterrt of the security for the ~lotes, the funds
, or revenues pledged, the nature and extent and manner of enforcement
of the pledge, the rights and remedies of the holders of the
Notes with respect thereto and the terms and conditions upon
, which the Notes are issued, and a statement of rights, duties,
immunities and obligations of the City and of the Fiscal Agent.
To the extent and in the respe_cts permitted by the Re-
~~ solution, the provisions of the Resolution or.any resolution
amendatory thereof or supplemental thereto may be modified or
amended by action on behalf of the City taken in the manner and
subject to the cond'itions and exceptions prescribed in the Reso-
lution. The pledge of revenues and other obligations of the City
under the Resolution ma~y be discharged' at or Prior to the matur-
ity of the Notes up.on the making of provisions for the payment
thereof on the terms and conditions set forth in the Resolution.
It is hereby certified and recited.that all conditions,
acts and things required by the Constitution or statutes of the
State of California or the Resolution to exist, to have happened
or to have been performed precedent to or i'n the issuance of this
note exist, have happened and have been perfarmed and that the
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i ssu,e of notes of wh i ch thi s i s one,_ tog-ether ~wi th al l other
indebted!ness~ of the City, is within every debt and oth~er limit
prescribed by said Const:itution or statutes.
Neither this note nor any coupo'ns for interest thereon
shall be entitled to any security and bene.fit under the Resolu-
tion or be valid a:nd become obligatory for~any purpose unless the
ce.rtificate of aut-hentication hereon has been duly executed by
the Fi5ca1 Agent. '
IN WI_TNE'SS WHEREOF, the CITY OF PETALUMA has caused
this note to be ex.ecuted by its Mayor and City Clerk, using their
facsimile signatures, and its corpor.at'e seal to be affixed,
imprinted,or reproduced hereon and coupo-n,s for interest, bearing
and authenticated by the facsimile signature of said Mayor, to be
hereto attache.d, all as of the first day of A st, 1982.
4
CITY 0 ° MA
B y . _../ % , ~
~ ~Ma o r
[SEAL]
Attest:
City C1e,rk
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CERTIFICATE OF AUTWE'NTICATION
This not:e is one of the issue of Nates described in the
within-mentioned Resolution and dated August 1, 1982.
Fiscal Age:nt
By
Authorized Officer
[FORP1 OF COUPONS]
, Coupon No.
~On the first~day of , 19 , the CITY OF
PETALUMA, a munici;pal corporation and a charter city of the State
of California, will pay to bearer at the principal corporate
trust office of , in the
City of San Francisco, California, or, at the option of the
holder, at the prihcipal corpo
, in the
surrender of this coupon,
($ ~ },, but.solely from
Note hereinafter~mentioned, in
States of America which at the
rate trust office of
City of New York, New York, upon
Dollars
the sources referred.to in the
arry coin or currency of the United
time of payment is legal tender
951~
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issue of notes of which this is one, together with all other
indebtedness of the City, is within every debt and other limit
prescribed by said Constitution or statutes.
Neither this note nor any coupons for interest thereon
shall be entitled to any security and benefit under the Resolu-
tion or be valid~and become obligatory for any purpose unless the
certificate of authentication hereon has been duly executed by
the Fiscal Agent. _
IN WITNESS WHEREOF, the CITY OF PETALUMA has caused
t~his note to be executed by its Mayor and City Clerk, using their
facsimile signatures, and its corporate seal to be.affixed,
imprinted or reproduced hereon and coupons for interest, bearing
and authenticated by the facsimile signature of said Mayor, to be
hereto attached, all as of the first day of A g t, 1982.
CITY E UMA
B y ~ ,~
Ma or
{SEAL]
Attest: ~
City Clerk
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~ for the~payment o-f public and private debts, being the interest
.then due on itS Grant Anticipation Note, dated _,
1982, and bearing No. .
~ ~_ ~ ' 1
Mayor
Section 705'. Waiver of Personal Liability. No member
of the Council or~officer or employee of the City shall be indivi-
dually or personall,y liable for the payment of the principal of
or the interest on an_y Note, but nothing herein contained shall
re1 i eve any sucli .mem:be:r, offi ci al or empl oyee from the performance
, of any official duty ~provided by law or the Resolution.
Section 70;6. Cancellation of Notes and Coupons. All
. Notes and coupons purchased, redeemed or paid shall, if sur-
rendered to the City or a.ny Paying Agent, be cancelled and deliv-
ered to the Fiscal Agent, or if surrendered to the Fiscal Agent,
be cancelled by it. No such Notes shall be deemed Outstanding
under the Resolu.tion and no Notes or coupo:ns shall be issued in
lieu thereof. All such Notes and coupons and all coupons de-
tached from Notes prior to authentication sha~_1 be cancelled and
upon order of the City shall be destroyed and a certificate
evidencing such d-estruction s:hall be delivered to t,he City.
Section 707. Effective Date. Th.is resolution shall
take effect from and after its passage and approval.
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PASSED AND ADOPTED ON Augvst. 2, 1982, by the following
vote:
Ye S: Councilmen Balshaw, Batta.~lia, Bond, Cavanagh, Harberson,
Vice Ma.yor Perry; Ma.yor Ma.ttei
N o : None
Absent: None
Approved:,
~
Mavor
-t~.
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