HomeMy WebLinkAboutOCSD 03-18RESOLUTION NO. OCSD 03-18
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE ORANGE
COUNTY SANITATION DISTRICT AUTHORIZING THE EXECUTION
AND DELIVERY BY THE DISTRICT OF AN INSTALLMENT PURCHASE
AGREEMENT, A TRUST AGREEMENT AND A CONTINUING
DISCLOSURE AGREEMENT IN CONNECTION WITH THE EXECUTION
AND DELIVERY OF ORANGE COUNTY SANITATION DISTRICT
CERTIFICATES OF PARTICIPATION, SERIES 2003, AUTHORIZING
THE EXECUTION AND DELIVERY OF SUCH CERTIFICATES
EVIDENCING PRINCIPAL IN AN AGGREGATE AMOUNT OF NOT TO
EXCEED $280,000,000, APPROVING A NOTICE OF INTENTION TO
SELL, AUTHORIZING THE DISTRIBUTION OF AN OFFICIAL NOTICE
INVITING BIDS AND AN OFFICIAL STATEMENT IN CONNECTION
WITH THE OFFERING AND SALE OF SUCH CERTIFICATES AND
AUTHORIZING THE EXECUTION OF NECESSARY DOCUMENTS AND
CERTIFICATES AND RELATED ACTIONS
WHEREAS, the Orange County Sanitation District (the "District") desires to
finance the acquisition, construction and installation of certain improvements to its
wastewater system (the "Project");
WHEREAS, in order to finance the Project, the District desires to purchase the
Project from the Orange County Sanitation District Financing Corporation (the
"Corporation"), and the Corporation desires to sell the Project to the District, for the
installment payments (the "Installment Payments") to be made by the District pursuant
to an Installment Purchase Agreement (such Installment Purchase Agreement, in the
form presented to this meeting, with such changes, insertions and omissions as are
made pursuant to this Resolution, being referred to herein as the "Installment Purchase
Agreement");
WHEREAS, the Corporation proposes to assign without recourse certain of its
rights under and pursuant to the Installment Purchase Agreement to Union Bank of
California, N.A., as trustee (the "Trustee"), pursuant to a Trust Agreement among the
Trustee, the Corporation and the District (such Trust Agreement, in the form presented
to this meeting, with such changes, insertions and omissions as are made pursuant to
this Resolution, being referred to herein as the "Trust Agreement");
WHEREAS, in consideration of such assignment and the execution and entering
into of the Trust Agreement, the Trustee will execute and deliver Orange County
Sanitation District Certificates of Participation, Series 2003 (the "Certificates"),
evidencing direct, undivided fractional interests in the Installment Payments, and the
interest thereon, payable under the Installment Purchase Agreement;
WHEREAS, the District has determined that securing the timely payment of the
principal and interest evidenced by the Certificates by obtaining a municipal bond
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insurance policy with respect thereto could be economically advantageous to the
District;
WHEREAS, the District desires to provide for the public sale of the Certificates;
WHEREAS, a form of the Notice of Intention to Sell to be published in connection
with the public offering and sale of the Certificates has been prepared (such Notice of
Intention to Sell, in the form presented to this meeting, with such changes, insertions
and omissions as are made pursuant to this Resolution, being referred to herein as the
"Notice of Intention to Sell");
WHEREAS, a form of the Official Notice Inviting Bids to be distributed in
connection with the public offering and sale of the Certificates has been prepared (such
Official Notice Inviting Bids, in the form presented to this meeting, with such changes,
insertions and omissions as are made pursuant to this Resolution, being referred to
herein as the "Notice Inviting Bids");
WHEREAS, a form of the Preliminary Official Statement to be distributed in
connection with the public offering of the Certificates has been prepared (such
Preliminary Official Statement in the form presented to this meeting, with such changes,
insertions and omissions as are made pursuant to this Resolution, being referred to
herein as the "Preliminary Official Statement");
WHEREAS, Rule 15c2-12 promulgated under the Securities· Exchange Act of
1934 ("Rule 15c2-12") requires that, in order to be able to purchase or sell the
Certificates, the underwriter thereof must have reasonably determined that the District
has undertaken in a written agreement or contract for the benefit of the holders of the
Certificates to provide disclosure of certain financial information and certain material
events on an ongoing basis;
WHEREAS, in order to cause such requirement to be satisfied, the District
desires to enter into a Continuing Disclosure Agreement with the Trustee (such
Continuing Disclosure Agreement in the form presented to this meeting, with such
changes, insertions and omissions as are made pursuant to this Resolution, being
referred to herein as the "Continuing Disclosure Agreement");
WHEREAS, there have been prepared and submitted to this meeting forms of:
(a) the Installment Purchase Agreement;
(b) the Trust Agreement;
(c) the Notice of Intention to Sell;
(d) the Notice Inviting Bids;
(e) the Preliminary Official Statement; and
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(f) the Continuing Disclosure Agreement;
WHEREAS, all acts, conditions and things required by the Constitution and laws
of the State of California to exist, to have happened and to have been performed
precedent to and in connection with the consummation of the financing authorized
hereby do exist, have happened and have been performed in regular and due time,
form and manner as required by law, and the District is now duly authorized and
empowered, pursuant to each and every requirement of law, to consummate such
financing for the purpose, in the manner and upon the terms herein provided;
NOW, THEREFORE, the Board of Directors of the Orange County Sanitation
District DOES HEREBY RESOLVE, DETERMINE AND ORDER:
Section 1. All of the recitals herein contained are true and correct and the
Board of Directors of the District (the "Board") so finds.
Section 2. The Installment Purchase Agreement, in substantially the form
submitted to this meeting and made a part hereof as though set forth herein, be and the
same is hereby approved. The Chair of the Board of Directors, and such other member
of the Board of Directors as the Chair may designate, the General Manager of the
District, the Director of Finance of the District, and such other officer of the District as
the Director of Finance may designate (the "Authorized Officers") are, and each of them
is, hereby authorized and directed, for and in the name of the District, to execute and
deliver the Installment Purchase Agreement in the form submitted to this meeting, with
such changes, insertions and omissions as the Authorized Officer executing the same
may require or approve, such requirement or approval to be conclusively evidenced by
the execution of the Installment Purchase Agreement by such Authorized Officer;
provided, however, that such changes, insertions and omissions shall not result in an
aggregate principal amount of Installment Payments in excess of $280,000,000, shall
not result in a true interest cost for the Installment Payments in excess of 5.75% and
shall not result in a final Installment Payment later than February 1, 2033.
Section 3. The Trust Agreement, in substantially the form submitted to this
meeting and made a part hereof as though set forth in full herein, be and the same is
hereby approved. The Authorized Officers are, and each of them is, hereby authorized
and directed, for and in the name of the District, to execute and deliver the Trust
Agreement in the form presented to this meeting, with such changes, insertions and
omissions as the Authorized Officer executing the same may require or approve, such
requirement or approval to be conclusively evidenced by the execution of the Trust
Agreement by such Authorized Officer.
Section 4. The execution and delivery of Certificates evidencing principal in an
aggregate amount of not to exceed $280,000,000, payable in the years and in the
amounts, and evidencing principal of and interest on the Installment Payments as
specified in the Trust Agreement as finally executed, are hereby authorized and
approved.
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Section 5. The form of Notice of Intention to Sell, in substantially the form
submitted to this meeting and made a part hereof as though set forth in full herein, with
such changes, insertions and omissions therein as may be approved by an Authorized
Officer, is hereby approved, and the use of the Notice of Intention to Sell in connection
with the offering and sale of the Certificates is hereby approved. The Authorized Officers
are each hereby authorized and directed, for and in the name and on behalf of the
District, to cause the Notice of Intention to Sell to be published once in The Bond Buyer
(or in such other financial publication generally circulated throughout the State of
California or reasonably expected to be disseminated among prospective bidders for the
Certificates as an Authorized Officer shall approve as being in the best interests of the
District) at least 15 days prior to the date set for the opening of bids in the Notice Inviting
Bids, with such changes, insertions and omissions therein as an Authorized Officer may
require or approve, such requirement or approval to be conclusively evidenced by such
publishing of the Notice of Intention to Sell.
Section 6. The Notice Inviting Bids, in substantially the form submitted to this
meeting and made a part hereof as though set forth herein, with such changes,
insertions and omissions therein as may be approved by an Authorized Officer, be and
the same is hereby approved, and the use of the Notice Inviting Bids in connection with
the offering and sale of the Certificates is hereby authorized and approved. The terms
and conditions of the offering and sale of the Certificates shall be as specified in the Notice
Inviting Bids. Bids for the purchase of the Certificates shall be received at the time and
place set forth in the Notice Inviting Bids. The Authorized Officers are each hereby
authorized and directed, for and in the name and on behalf of the District, to accept the
lowest bid for the Certificates, or to reject all bids therefor, in accordance with the terms of
the Notice Inviting Bids.
Section 7. The Preliminary Official Statement, in substantially the form
presented to this meeting and made a part hereof as though set forth in full herein, with
such changes, insertions and omissions therein as may be approved by an Authorized
Officer, is hereby approved, and the use of the Preliminary Official Statement in
connection with the offering and sale of the Certificates is hereby authorized and
approved. The Authorized Officers are each hereby authorized to certify on behalf of the
District that the Preliminary Official Statement is deemed final as of its date, within the
meaning of Rule 15c2-12 (except for the omission of certain final pricing, rating and
related information as permitted by Rule 15c2-12).
The Authorized Officers are each hereby authorized and directed to furnish, or
cause to be fumished, to prospective bidders for the Certificates a reasonable number
of copies of the Preliminary Official Statement.
Section 8. The preparation and delivery of a final Official Statement (the
"Official Statement"), and its use in connection with the offering and sale of the
Certificates, be and the same is hereby authorized and approved. The Official
Statement shall be in substantially the form of the Preliminary Official Statement, with
such changes, insertions and omissions as may be approved by an Authorized Officer,
such approval to be conclusively evidenced by the execution and delivery thereof. The
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Authorized Officers are, and each of them is, hereby authorized and directed to execute
the final Official Statement and any amendment or supplement thereto, for and in the
name of the District.
Section 9. The Continuing Disclosure Agreement, in substantially the form
submitted to this meeting and made a part hereof as though set forth herein, be and the
same is hereby a pp roved. The Authorized 0 fficers a re, and each oft hem is, here by
authorized and directed, for and in the name of the District, to execute and deliver the
Continuing Disclosure Agreement in the form submitted to this meeting, with such
changes, insertions and omissions as the Authorized Officer executing the same may
require or approve, such requirement or approval to be conclusively evidenced by the
execution of the Continuing Disclosure Agreement by such Authorized Officer.
Section 10. The Authorized Officers are each hereby authorized and directed to
apply for municipal bond insurance for the Certificates and to obtain such insurance if
the present value cost of such insurance is less than the present value of the estimated
savings with respect to interest evidenced by the Certificates resulting from the
purchase of such insurance. The Authorized Officers are each hereby authorized and
directed, for and int he name and on behalf oft he District, to execute and deliver a
contract for such insurance if such contract is deemed by the Authorized Officer
executing the same to be in the best interests of the District, such determination to be
conclusively evidenced by such Authorized Officer's execution and delivery of such
contract.
Section 11. The Authorized Officers are, and each of them hereby is,
authorized and directed to execute and deliver any and all documents and instruments
and to do and cause to be done any and all acts and things necessary or proper for
carrying out the execution and delivery of the Certificates and the transactions
contemplated by the agreements or documents referenced in this Resolution.
Section 12. All actions heretofore taken by the officers and employees of the
District with respect to the execution, delivery and sale of the Certificates, or in
connection with or related to any of the agreements or documents referenced in this
Resolution, are hereby approved, confirmed and ratified.
Section 13. This Resolution shall take effect immediately upon its adoption.
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PASSED AND ADOPTED at a regular meeting held July 23, 2003.
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ATTEST:
Secretary
APPROVED:
eneral Counsel
Orange County Sanitation District
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