HomeMy WebLinkAboutPart 1 ONE WORLD TRADE CENTER BROWN & WOOD 815 CONNECTICUT AVENUE. N.W.
NEW YORK. N.Y. 1 0048-05 5 7
TELEPHONE: 212-839-5300
WASHINGTON. D.C. 20006-4004
FACSIMILE. 212-839-5599 10900 WI LSHIRE BOULEVARD TELEPHONE: 202-973-0600
FACSIMILE: 202-223-0485
Los ANGELES, CALIFORNIA 90024-3959
555 CALIFORNIA STREET
SAN FRAN CISC O. CA. 94104-17I5 172 WEST STATE STREET
TELEPHONE: 310-443-0200 TRENTON. N.J. 08608-1,04
TELEPHONE: 415-772-1200
FACSIMILE: 310-208-5740 TELEPHONE: 609-393-0303
FACSIMILE: 415-397-4621
FACSIMILE: 609-393-1990
SHIROYAMA JT MORI BUILDING. I5TH FLOOR
3-1, TORANOMON 4-CHOME, MINATO-KU BLACKWELL HOUSE
TOKYO ION. JAPAN GUILDHALL YARD
TELEPHONE: 03-5472-5360 LONDON EC2V SAB
FACSIMILE: 03-5472-5056
TELEPHONE: 071-606-1688
FACSIMILE: 07 1-796-1 807
PRELIMINARY BLUE SKY SURVEY
$105, 000, 000
(Approximate)
SANTA ANA FINANCING AUTHORITY
Police Administration and Holding Facility
Lease Revenue Bonds, Series 1994A
February 25, 1994
SMITH BARNEY SHEARSON INC.
PRUDENTIAL SECURITIES INCORPORATED
RAUSCHER PIERCE REFSNES INC.
c/o Smith Barney Shearson Inc .
333 South Grand Street, 51st Floor
Los Angeles, California 90071
Ladies and Gentlemen:
In connection with the proposed offering of approxipately
$105, 000, 000 aggregate principal amount of Police Administration
and Holding Facility Lease Revenue Bonds, Series_ 1994A (the
"Bonds") , of the Santa Ana Financing Authority (the "Authority") ,
we submit herewith our survey which indicates the jurisdictions in
which the Bonds may be sold by you as the Underwriters and by any
other dealers or brokers in compliance with the "blue sky" or
securities laws of such jurisdictions.
We have prepared this survey as attorneys admitted to practice
in California and have not obtained opinions of local counsel in
other jurisdictions . Our survey is based upon an examination of
the statutes-anal:_ regulations, if any, of the various jurisdictions
as reported in standard compilations, upon interpretive advice
obtained from representatives of certain securities commissions and
upon the information contained in the current form of the
preliminary official statement relating to the Bonds furnished by
the Authority. Our survey is based further upon the fact that the
Authority is a joint powers agency organized under the laws of the
State of California. Our survey is also based upon advice from
Municipal Bond Investors Assurance Corporation, which has
unconditionally guaranteed payment of principal and interest on the
Bonds, as to the jurisdictions in which that insurer is authorized
to do business .
Our survey is subject to the broad discretionary powers of
securities commissioners or other authorized officials to withdraw
or deny the exempt status accorded by statute to particular classes
of securities, to require additional information and to issue stop
orders or to revoke or to suspend permits where they have been
granted. Our survey does not purport to cover the requirements or
restrictions, if any, with respect to advertising matter. In those
jurisdictions where persons registered or licensed as dealers or
brokers may sell the Bonds, it is assumed that such persons have
complied with applicable statutes and regulations concerning
dealers or brokers and concerning the registration or licensing of
salesmen.
Any statement in our survey with respect to sales to banks,
savings institutions, trust companies, insurance companies or the
like refers only to the requirements of the securities laws
relating to such sales and does not purport to cover the question
of whether the Bonds will be legal for investment by such
institutions.
Very truly yours,
BROWN & WOOD
2
$105, 000, 000
(Approximate)
SANTA ANA FINANCING AUTHORITY
Police Administration and Holding Facility
Lease Revenue Bonds, Series 1994A
PRELIMINARY BLUE SKY SURVEY
PART I
SALES TO THE PUBLIC
A.
Our survey indicates that the Bonds may be sold to the public
in the following jurisdictions without registration or other
filings relating thereto by reason of available exemptions or
otherwise, subject to the specific requirement that the sellers
must be registered or licensed as dealers or brokers therein:
Alabama Kansas Oklahoma
Alaska Kentucky Oregon
Arizona Louisiana Pennsylvania
Arkansas Maine Puerto Rico
California Maryland Rhode Island
Colorado Massachusetts South Carolina
Connecticut Michigan South Dakota
Delaware Mississippi Tennessee
District of Missouri Texas
Columbia Montana Utah
Florida Nebraska Vermont
Georgia Nevada Virginia
Hawaii New Jersey Washington
Idaho New Mexico West Virginia
Illinois North Carolina Wisconsin
Indiana North Dakota Wyoming
Iowa Ohio
1
B .
Our survey indicates that in New York certain action must be
taken to establish an exempt status for the Bonds for sale to the
public by dealers or brokers registered or licensed therein. Such
action is being taken and, before any of the Bonds are sold in this
jurisdiction, inquiry should be made of Smith Barney Shearson Inc .
as to whether the action required to be taken has been completed.
C.
No action is being taken to qualify the Bonds for sale to the
public in the following jurisdictions :
Minnesota New Hampshire
PART II
EXEMPT TRANSACTIONS
Our survey indicates that the Bonds may be sold in the
following jurisdictions to the institutions or persons noted below
without registration or other filings therein relating to the Bonds
and without the sellers thereof being required to be registered or
licensed as dealers or brokers therein, except as otherwise
indicated:
Alabama To any bank, savings institution, credit union,
trust company, insurance company, investment
company as defined in the Investment Company
Act of 1940, pension or profit-sharing trust,
or other financial institution or
institutional buyer, or to any dealer, whether
the purchaser is acting for itself or in some
fiduciary capacity.
Alaska To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in Alaska
and effects transactions in Alaska exclusively
with or through such persons or institutions.
Arizona To any bank, savings institution, insurance
company, dealer, any agency or instrumentality
2
of the United States or of a state, or to any
person a principal part of whose business
consists of buying securities .
Arkansas To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in
Arkansas and effects transactions in Arkansas
exclusively with or through such persons or
institutions.
California To any broker-dealer, bank, savings and loan
association, trust company, insurance company,
investment company registered under the
Investment Company Act of 1940, pension or
profit-sharing trust (other than an individual
retirement account) ; any organization
described in section 501 (c) (3) of the Internal
Revenue Code, as amended December 29, 1981,
which has total assets (including endowment,
annuity and life income funds) of not less
than $5, 000, 000 according to its most recent
audited financial statement; any corporation
which has a net worth on a consolidated basis
according to its most recent audited financial
statement of not less than $14, 000, 000; any
wholly-owned subsidiary of any of the
foregoing institutional investors; or to the
federal government, any agency or
instrumentality of the federal government, any
corporation wholly owned by the federal
government, any state, any city, city and
county, or county, or any agency or
instrumentality of a state, city, city and
county, or county, or any state university or
state college, and any retirement system for
the benefit of employees of any of the
foregoing; provided that the person making the
sale, if not registered, is registered as a
broker or dealer under the Securities Exchange
Act of 1934, has not previously had any
certificate denied or revoked under the
California Corporate Securities Law of 1968 or
any predecessor statute, has no place of
business in California and does not direct
offers to sell or buy into California in any
3
manner to persons or institutions other than
the foregoing.
Colorado To any depository institution, insurance
company, separate account of an insurance
company, investment company or business
development company as defined in the
Investment Company Act of 1940, private
business development company as defined in the
Investment Advisers Act of 1940, employee
pension, profit-sharing or benefit plan (if
the plan has total assets in excess of
$5, 000, 000 or its investment decisions are
made by a named fiduciary, as defined in the
Employee Retirement Income Security Act of
1974, that is either a broker-dealer
registered under the Securities Exchange Act
of 1934, an investment adviser registered or
exempt from registration under the Investment
Advisers Act of 1940, a depository institution
or an insurance company) , any entity, other
than an individual, a substantial part of
whose business activities consists of
investing, purchasing, selling or trading in
securities of more than one issuer and not of
its own issue and that has total assets in
excess of $5, 000, 000 at the end of its latest
fiscal year, small business investment company
licensed by the Small Business Administration,
or other institutional buyer, or to any
broker-dealer, whether the purchaser is acting
for itself or in some fiduciary capacity,
provided that the person making the sale, if
not licensed, is registered as a broker or
dealer under the Securities Exchange Act of
1934, has no place of business in Colorado and
effects transactions in Colorado exclusively
with or through such persons or institutions.
Connecticut To any state bank and trust company, national
banking association, savings bank, savings and
loan association, federal savings and loan
association, credit union, federal credit
union, trust company, insurance company,
investment company as defined in the
Investment Company Act of 1940, pension or
profit-sharing trust, or other financial
institution or institutional buyer, or to any
broker-dealer, whether the purchaser is acting
for itself or as trustee, provided that the
person making the sale, if not registered, has
no place of business in Connecticut and
effects transactions in Connecticut
4
exclusively with or through such persons or
institutions .
Delaware To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in
Delaware and effects transactions in Delaware
exclusively with or through such persons or
institutions.
District of
Columbia To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in the
District of Columbia and effects transactions
in the District of Columbia exclusively with
or through such persons or institutions.
Florida To any bank or trust company, whether acting in
its individual or fiduciary capacity, savings
institution, insurance company, dealer,
regulated investment company, or to any
pension or profit-sharing plan having assets
of not less than $500, 000 .
Georgia To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of'1940,
real estate investment trust, small business
investment corporation, pension or
profit-sharing plan or trust, or other
financial institution, or to any dealer,
whether the purchaser is acting for itself or
in some fiduciary capacity.
Hawaii To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any dealer, whether the purchaser is
5
acting for itself or as trustee, provided that
the person making the sale, if not registered,
has no place of business in Hawaii and effects
transactions in Hawaii exclusively with or
through such persons or institutions.
Idaho To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in Idaho
and effects transactions in Idaho exclusively
with or through such persons or institutions.
Illinois To any corporation, bank, savings bank, savings
institution, trust company, insurance company,
building and loan association, dealer, pension
fund or pension trust, employees' profit
sharing trust, other financial institution or
institutional investor, any government or
political subdivision or instrumentality
thereof, whether the purchaser is acting for
itself or in some fiduciary capacity, or to
any partnership or other association engaged
as a substantial part of its business or
operations in purchasing or holding
securities, or to any trust in respect of
which a bank or trust company is trustee or
co-trustee or to any entity in which at least
90% of the equity is owned by persons
described above or "accredited investors, " or
to any employee benefit plan as defined.
Indiana To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in
Indiana and effects transactions in Indiana
exclusively with such persons or institutions .
Iowa To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
6
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in Iowa
and effects transactions in Iowa exclusively
with or through such persons or institutions.
Kansas To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust; or other
financial institution or institutional buyer,
or to any broker-dealer or underwriter.
Kentucky To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or in some fiduciary
capacity.
Louisiana To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
real estate investment trust, small business
investment corporation, pension or
profit-sharing plan or trust, other financial
institution, or to any dealer, whether the
purchaser is acting for itself or in some
fiduciary capacity.
Maine To any depository institution or depository
institution holding company; insurance
company; separate account of an insurance
company; investment company or business
development company as defined i4 the
Investment Company Act of 1940; any entity,
other than a natural person, a substantial
part of whose business consists of investing,
purchasing, selling or trading in securities
of more than one issuer and not of its own
issue and that has gross assets in excess of
$1, 000, 000 at the end of its latest fiscal
year; any employee pension and profit-sharing
or benefit plan meeting certain conditions;
small business investment company licensed by
the Small Business Administration; or any
entity organized and operated not for profit
as described in section 501 (c) (3) of the
Internal Revenue Code with total assets in
7
excess of $5, 000, 000; whether the purchaser is
acting for itself or others in a fiduciary
capacity; or to any broker-dealer; provided
that the person making the sale, if not
licensed, is registered as a broker or dealer
under the Securities Exchange Act of 1934 and
effects transactions in Maine exclusively with
or through such persons or institutions.
Maryland To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in
Maryland and effects transactions in Maryland
exclusively with or through such persons or
institutions .
Massachusetts To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940.,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in
Massachusetts and effects transactions in
Massachusetts exclusively with or through such
persons or institutions.
Michigan To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust the assets of
which are managed by an institutional manager,
the state treasurer, other financial
institution, or to any broker-dealer, whether
the purchaser is acting for itself or as
trustee, provided that the person making the
sale, if not registered, has no place of
business in Michigan and effects transactions
in Michigan exclusively with or through such
persons or institutions .
Minnesota To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
8
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or in some fiduciary
capacity, provided that the person making the
sale, if not registered, has no place of
business in Minnesota and effects transactions
in Minnesota exclusively with or through such
persons or institutions.
Mississippi To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or in some fiduciary
capacity, provided that the person making the
sale, if not registered, has no place of
business in Mississippi and effects
transactions in Mississippi exclusively with
or through such persons or institutions.
Missouri To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in
Missouri and effects transactions in Missouri
exclusively with or through such persons or
institutions.
Montana To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
' financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or in some fiduciary
capacity.
Nebraska To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or in some fiduciary
capacity.
9
Nevada To any depository institution, insurance
company, separate account of an insurance
company, investment company as defined in the
Investment Company Act of 1940, employee
pension, profit-sharing or benefit plan (if
the plan has total assets in excess of
$5, 000, 000 or its investment decisions are
made by a named fiduciary, as defined in the
Employee Retirement Income Security Act of
1974, that is either a broker-dealer
registered under the securities Exchange Act
of 1934, an investment adviser registered or
exempt from registration under the Investment
Advisers Act of 1940, a depository institution
or an insurance company) , and any other
institutional buyer, whether the purchaser is
acting for itself or in some fiduciary
capacity, or to any broker-dealer, provided
that the person making the sale, if not
licensed, is registered as a broker or dealer
under the Securities Exchange Act of 1934, has
no place of business in Nevada and effects
transactions in Nevada exclusively with or
through such persons or institutions.
New Hampshire To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or in some fiduciary
capacity, provided that the person making the
sale, if not registered, has no place of
business in New Hampshire and effects
transactions in New Hampshire exclusively with
or through such persons or institutions.
New Jersey To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, effects transactions in New Jersey
exclusively with or through such persons or
institutions.
New Mexico To any depository institution, insurance
company, separate account of an insurance
company, investment company or business
10
development company as defined in the
Investment Company Act of 1940, employee
pension, profit-sharing or benefit plan
meeting certain conditions, small business
investment company licensed by the Small
Business Administration, any other financial
or institutional investor as the Director of
the Securities Division by rule or order
designates including, but not limited to, any
entity, other than a natural person, which is
directly engaged in the business of, and
derives at least 80% of its annual gross
income from, investing, purchasing, selling or
trading in securities of more than one issuer
and not of its own issue, and that has gross
assets in excess of $5, 000, 000 at the end of
its latest fiscal year, any entity organized
and operated not for private profit as
described in section 501 (c) (3) of the Internal
Revenue Code with total assets in excess of
$5, 000, 000, any state, political subdivision
of a state or any agency or corporate or other
instrumentality of a state or a political
subdivision of a state, whether the purchaser
is acting for itself or others in a fiduciary
capacity, or to any broker-dealer, provided
that the person making the sale, if not
licensed, is registered as a broker or dealer
under the Securities Exchange Act of 1934, has
no place of business in New Mexico and effects
transactions in New Mexico exclusively with or
through such persons or institutions .
North Carolina. To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any dealer, whether the purchaser is
acting for itself or as trustee, provided that
the person making the sale, if not registered,
has no place of business in North Carolina and
effects transactions in North Carolina
exclusively with or through such persons or
institutions. A person registered as a dealer
in North Carolina may sell to any corporation
which has a net worth in excess of $1, 000, 000
as determined by generally accepted accounting
principles in addition to the foregoing
persons and institutions.
North Dakota. . . To any bank, savings institution, trust company,
insurance company, investment company as
11
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any dealer.
Ohio To any dealer. A person licensed as a dealer in
Ohio may sell to any corporation, bank, trust
company, building and loan association,
savings association, insurance company,
pension fund or trust, employees'
profit-sharing fund or trust, any association
engaged, as a substantial part of its business
or operations, in purchasing or holding
securities, or to any trust in respect of
which a bank, trust company, building and loan
association or savings association is trustee
or co-trustee, or to any dealer.
Oklahoma To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in
Oklahoma and effects transactions in Oklahoma
exclusively with or through such persons or
institutions.
Oregon To any bank, savings institution, trust company,
insurance company, investment company, pension
or profit-sharing trust, or other financial
institution or institutional buyer, or to any
broker-dealer, mortgage broker or mortgage
banker, whether the purchaser is acting for
itself or in a fiduciary capacity when the
purchaser has discretionary authority to make
investment decisions .
Pennsylvania To any bank, insurance company, pension or
profit-sharing plan or trust, investment
company as defined in the Investment Company
Act of 1940, other financial institution or
any person, other than an individual, which
controls any of the foregoing, the federal
government, the state or any agency or
political subdivision thereof, or any other
person so designated by regulation of the
Pennsylvania Securities Commission, or to any
broker-dealer, whether the purchaser is acting
for itself or in some fiduciary capacity,
12
provided that the person making the sale, if
not registered, has no place of business in
Pennsylvania and effects transactions in
Pennsylvania exclusively with or through such
persons or institutions.
Puerto Rico. . . . To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Companies Act of
Puerto Rico, pension or profit-sharing trust,
or other financial institution or
institutional buyer, or to any broker-dealer,
whether the purchaser is acting for itself or
as trustee, provided that the person making
the sale, if not registered, has no place of
business in Puerto Rico and effects
transactions in Puerto Rico exclusively with
or through such persons or institutions.
Rhode Island. . . To any depository institution, insurance
company, separate account of an insurance
company or investment company as defined in
the Investment Company Act of 1940, employee
pension, profit-sharing or benefit plan (if
the plan has total assets in excess of
$5, 000, 000 or its investment decisions are
made by a named fiduciary, as defined in the
Employee Retirement Income Security Act of
1974, that is either a broker-dealer
registered under the Securities Exchange Act
of 1934, an investment adviser registered or
exempt from registration under the Investment
Advisers Act of 1940, a depository institution
or an insurance company) , or other
institutional buyer, or to any broker-dealer,
whether the purchaser is acting for itself or
in some fiduciary capacity, provided that the
person making the sale, if not licensed, is
registered as a broker or dealer under the
Securities Exchange Act of 1934, has no place
of business in Rhode Island and effects
transactions in Rhode Island exclusively with
or through such persons or institutions .
South Carolina. To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in South
13
Carolina and effects transactions in South
Carolina exclusively with or through such
persons or institutions .
South Dakota To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or in some fiduciary
capacity, provided that the person making the
sale, if not registered, has no place of
business in South Dakota and effects
transactions in South Dakota exclusively with
or through such persons or institutions.
Tennessee To any bank, trust company, insurance company,
investment company registered under the
Investment Company Act of 1940, any holding
company which controls any of the foregoing,
any trust or fund over which any of the
foregoing has or shares investment discretion,
or any other person (other than a
broker-dealer) engaged as a substantial part
of its business in investing in securities, in
each case having a net worth in excess of
$1, 000, 000, or to any broker-dealer, provided
that the person making the sale, if not
registered, is registered as a broker or
dealer with the Securities and Exchange
Commission or is a member of the National
Association of Securities Dealers, Inc. , has
no place of business in Tennessee and effects
transactions in Tennessee exclusively with or
through such persons or institutions.
Texas To any bank, trust company, building and loan
association, insurance company, surety or
guaranty company, savings institution,
investment company as defined in the
Investment Company Act of 1940, small business
investment company as defined in the Small
Business Investment Act of 195B, or to any
registered dealer actually engaged in buying
and selling securities .
Utah To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
14
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in Utah
and effects transactions in Utah exclusively
with or through such persons or institutions .
Vermont To any registered or exempt broker-dealer in
Vermont which is registered under the
Securities Exchange Act of 1934, provided that
the person making the sale, if not registered
in Vermont, has no place of business therein
and effects transactions in Vermont
exclusively with such persons. A person
registered as a broker-dealer in Vermont may
sell to any depository institution, insurance
company, separate account of an insurance
company, investment company as defined in the
Investment Company Act of 1940, any employee
pension, profit-sharing or benefit plan
meeting certain conditions, or other financial
institution or institutional buyer which
qualifies as an "accredited investor" under
Regulation D of the Securities and Exchange
Commission or to any other institutional buyer
as the Commissioner of Banking and Insurance
may add by rule or order, whether the
purchaser is acting for itself or in a
fiduciary capacity.
Virginia To any corporation, investment company or
pension or profit-sharing trust or to any
broker-dealer.
Washington To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or in some fiduciary
capacity.
West Virginia To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in West
Virginia and effects transactions in West
15
Virginia exclusively with or through such
persons or institutions .
Wisconsin To any bank, savings institution, credit union,
trust company, insurer, broker-dealer,
investment adviser or savings and loan
association, if the purchaser or the
prospective purchaser is acting for itself or
as trustee with investment control, or to an
investment company as defined under 15 USC
80a-3, or a pension or profit-sharing trust,
or to the state or any of its agencies or
political subdivisions, or to the federal
government or any of its agencies or
instrumentalities, or to any financial
institution or institutional investor
designated by rule or order of the
Commissioner, including any endowment or trust
fund of a charitable organization specified in
section 170 (b) (1) (A) of the Internal Revenue
Code, any issuer which has any class of
securities registered under section 12 of the
Securities Exchange Act of 1934 (and any
wholly-owned subsidiary thereof) , any small
business investment company licensed under the
Small Business Investment Act of 1958 and any
corporation, partnership or association that
has been in existence for five years or whose
net assets exceed $250, 000 and either whose
principal purpose as stated in its articles,
by-laws or other organizational instruments is
investing in securities or whose primary
business is investing in developmental stage
companies or eligible small business companies
as defined in the regulations of the Small
Business Administration at 13 CFR 108 .2,
provided that the person making the sale, if
not registered, effects transactions in
Wisconsin exclusively for the account of, or
exclusively in offers to sell or sales to,
such persons or institutions .
Wyoming To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in
Wyoming and effects transactions in Wyoming
16
exclusively with or through such persons or
institutions.
17
ONE WORLD TRADE CENTER BROWN & WOOD BIB CONNECTICUT AVENUE, N.W,
WASHINGTON, D.C. E0000.4004
NEW YORK, N.Y. 10045-0887
TELEPHONE: 9.6300
TELEPHONE: 11O8•9)i•D800
FACSIMILE: 2
12-839-6699 555 CALIFORNIA STREET FACBI MILL: 802-283-0486
SAN FRANCISCO, CA. 94104-1715 in WEST STArL STREET
10900 WILSHIRE BOULEVARD
LOS ANGELES, CA. 90024-39E9 TELEPHONE:418-772-1200 TRENTON, N.J. 05508-1104
TELEPHONE: 310-443-0200 FACSIMILE:410N97-4521 TELEPHONE: 809-393-0303
FACSIMILE.'800.303-1090
FACSIMILE: il0-POB-6>40
SHIROYAMA JT MORI BUILDING, 18TH FLOOR BLACKWELL HOUSE
TORANOMON 4-CHOME, MINATO-8U GUILDHALL YARD
TOKYO IDS, JAPAN LONDON ECEV SAS
TELEPHONE:
[: 0 -6360
TELEPHONE: 07
1-500.1585
FACSIMILE: 03
-S472.8068 FACSIMILE: O)1.)96•IB07
SUPPLEMENTAL BLUE SKY SURVEY
$107, 399, 438 . 50
SANTA ANA FINANCING AUTHORITY
Police Administration and Holding Facility
Lease Revenue Bonds, Series 1994A
March 23 , 1994
SMITH BARNEY SHEARSON INC.
PRUDENTIAL SECURITIES INCORPORATED
RAUSCHER PIERCE REFSNES INC.
c/o Smith Barney Shearson Inc.
333 South Grand Street, 51st Floor
Los Angeles, California 90071
Ladies and Gentlemen:
We wish to supplement our Preliminary Blue Sky Survey dated
February 25, 1994 (the "Preliminary Survey" ) relating to the
proposed sale of approximately $105, 000, 000 aggregate principal
amount of Police Administration and Holding Facility Lease Revenue
Bonds, Series 1994A (the "Bonds") , of the Santa Ana Financing
Authority.
No action was taken by us to permit the sale of the Bonds to
the public in New York. Consequently, sales may not be made to the
public therein.
In all other respects, the Preliminary Survey remains
unchanged.
Very truly yours,
BROWN & WOOD
17000\00123\11899.1 2
SECRETARY'S CERTIFICATE
I, JANICE C. GUY, Secretary of the Santa Ana Financing Authority (the
"Authority"), hereby certify as follows:
Attached hereto as Exhibit A is a full, true and correct copy of Resolution No.
94-001 SAFA, adopted on February 22, 1994, during a meeting of the Authority. Such
meeting was duly and legally held at the regular meeting place of the Authority. All of the
members of the Authority had due notice of such meetings and a majority thereof were
present at such meeting.
I have carefully compared the same with the original minutes of said meetings
on file and of record in my office, and the foregoing is a full, true and correct copy of the
resolution adopted at the said meeting and entered in said minutes. Said resolution has not
been amended, modified or rescinded since the date of its respective adoption, and the same
is now in full force and effect.
Attached hereto as Exhibit B is a full, true, and correct copy of the Joint
Exercise of Powers Agreement, dated as of March 1, 1993, by and between the City of Santa
Ma and the Redevelopment Agency of the City of Santa Ma. Such document has not been
amended, modified or rescinded since the date of its execution, and the same is now in full
force and effect.
Attached hereto as Exhibit C is a full, true and correct copy of the original
By-laws of the Authority, dated August 2, 1993, and that said By-laws have not been
modified, amended or rescinded since the date of their adoption, and the same are now in
full force and effect.
Dated: March 23, 1994.
Janice C. Guy,
Secretary of the
Santa Ana Financing Authority
LAI-69935.2
EXHIBIT A
PLEASE SEE TAB#14 IN THIS TRANSCRIPT FOR
RESOLUTION NO. 94-001 SAFA
LA1-63221.5
EXHIBIT B
JOINT EXERCISE OF POWERS AGREEMENT
LA1-63221.5
JOINT EXERCISE OF POWERS AGREEMENT
by and between the
CITY OF SANTA ANA
and the
COMMUNITY REDEVELOPMENT AGENCY OF THE CITY OF SANTA ANA
creating the
SANTA ANA FINANCING AUTHORITY
Dated as of August 1, 1993
LA145527z
JOINT EXERCISE OF POWERS AGREEMENT
THIS AGREEMENT, dated as of May 1, 1993 (this
"Agreement") , by and between the CITY OF SANTA ANA, a charter city
duly organized and existing under the Constitution and laws of the
State of California (the "City") , and the COMMUNITY REDEVELOPMENT
AGENCY OF THE CITY OF SANTA ANA, a public body, corporate and
politic, duly organized and existing under the laws of the State of
California (the "Agency") ,
WITNESSET H:
WHEREAS, Articles 1, 2 and 4 of Chapter 5 of Division 7
of Title 1 of the Government Code of the State of California (the
"Act") authorize the City and the Agency to create a joint exercise
of powers entity (the "Santa Ana Financing Authority" or the
"Authority") which has the power to jointly exercise any powers
common to the City and the Agency and to exercise the powers
granted to it under the Act;
WHEREAS, the City and the Agency are each empowered by
law to undertake certain projects and programs;
WHEREAS, the City is authorized to buy, sell and lease
property and to issue bonds, expend bond proceeds, and borrow and
loan money for certain public purposes pursuant to the Government
Code of the State of California;
WHEREAS, the Agency is authorized to buy, sell and lease
property and to issue bonds, expend bond proceeds, and borrow and
loan money for any of its corporate purposes pursuant to the
IAI-45527.2
provisions of the Community Redevelopment Law of the State of
California;
WHEREAS, Article 4 of Chapter 5 of Division 7 of Title 1
of the Government Code of the State of California (the "Marks-Roos
Local Bond Pooling Act of 1985") authorizes and empowers the
Authority to issue bonds and to purchase bonds issued, or to make
loans to, the Agency or the City for financing public capital
improvements, working capital, liability and other insurance needs,
or projects whenever there are significant public benefits, as
determined by the Agency or the City, as the case may be;
WHEREAS, the Marks-Roos Local Bond Pooling Act of 1985
further authorizes and empowers the Authority to sell bonds so
issued or purchased to public or private purchasers at public or
negotiated sale; and
WHEREAS, by this Agreement, the City and the Agency
desire to create and establish the Santa Ana Financing Authority
for the purposes set forth herein and to exercise the powers
described herein;
NOW, THEREFORE, the City and the Agency, for and in
consideration of the mutual promises and agreements herein
contained, do agree as follows:
SECTION 1. DEFINITIONS
Unless the context otherwise requires, the terms defined
in this Section 1 shall for all purposes of this Agreement have the
meanings herein specified.
uia5527,2 2
Act
The term "Act" shall mean Articles 1, 2 and 4 of
Chapter 5 of Division 7 of Title 1 of the Government Code of the
State of California, including the Marks-Roos Local Bond Pooling
Act of 1985, as amended.
Agency
The term "Agency" shall mean the Community Redevelopment
Agency of the City of Santa Ana, a public body, corporate and
politic, duly organized and existing under and by virtue of the
laws of the State of California.
Authority
The term "Authority" shall mean the Santa Ana Financing
Authority created by this Agreement.
Board
The term "Board" shall mean the governing board of the
Authority.
Bond Purchase Agreement
The term "Bond Purchase Agreement" shall mean an
agreement of the Authority to purchase bonds or any other evidence
of indebtedness of the Agency or the City solely from funds
received from the Authority's simultaneous sale of such bonds or
any other evidence of indebtedness to the purchaser or purchasers
named therein, on the terms and conditions set forth therein.
IAI45527.z 3
Bonds
The term "Bonds" shall mean bonds and any other evidence
of indebtedness of the Authority authorized and issued pursuant to
the Act.
City
The term "City" shall mean the municipal corporation
known as the City of Santa Ana, a general law city duly organized
and existing under and by virtue of the constitution and laws of
the State of California.
Law
The term "Law" means the Community Redevelopment Law of
the State of California (being Part I of Division 24 of the Health
and Safety Code of the State of California, as amended) and Article
11 of Chapter 3 of Part 1 of Division 2 of Title 5 of the
Government Code of the State of California, and all laws amendatory
thereof or supplemental thereto.
SECTION 2. PURPOSE
This Agreement is made pursuant to the Act and for the
purpose of assisting in the financing and refinancing pf certain
redevelopment activities of the Agency and certain public programs
and projects of the City, and for the purpose of aiding in the
financing and refinancing of public capital improvements as defined
in the Act, by exercising the powers referred to in the recitals
hereof and described in Section 5 herein.
L Msss27.2 4
SECTION 3 . TERM
Subject to the provisions of Section 16, this Agreement
shall become effective as of the date hereof and shall continue in
full force and effect until terminated by agreement of the Agency
and the City.
SECTION 4. AUTHORITY
A. Creation of Authority
There is hereby created pursuant to the Act an agency and
public entity to be known as the "Santa Ana Financing Authority. "
As provided in the Act, the Authority shall be a public entity
separate from the City and the Agency. The debts, liabilities and
obligations of the Authority shall not constitute debts,
liabilities or obligations of the City or the Agency.
Within 30 days after the effective date of this Agreement
or any amendment hereto, the Authority will cause a notice of this
Agreement or any such amendment to be prepared and filed with the
office of the Secretary of State of the State of California in the
manner set forth in Section 6503 . 5 of the Act.
B. Governing Board
The Authority shall be administered by the Board whose
members shall be, at all times, the Mayor of the City and the
members of the City Council. The term of office of any member of
the Board shall terminate when such member of the Board shall cease
to be the Mayor or a member of the City Council; and the successor
to the Mayor or such member of the City Council shall thereupon
become a member of the Board.
cn1-0552J.2 5
Members of the Board shall not receive any compensation
for serving as such, but shall be entitled to reimbursement for any
expenses actually incurred in connection with serving as a member
if the Board shall determine that such expenses shall be reimbursed
and there are unencumbered funds available for such purpose.
C. Meetings of Board
(1) Regular Meetings. The, Board shall hold at
least one regular meeting each year, and, by resolution, may
provide for the holding of regular meetings at more frequent
intervals. The date upon which, and the hour and place at which,
each such regular meeting shall be held shall be fixed by
resolution of the Board.
(2) Leaal Notice. All meetings of the Board shall
be called, noticed, held and conducted subject to the provisions of
the Ralph M. Brown Act (Chapter 9 of Part 1 of Division 2 of Title
5 of the Government Code of the State of California (Sections
54950-54961) ) or any successor legislation hereinafter enacted.
(3) Minutes. The secretary of the Authority shall
cause minutes of all meetings of the Board to be kept and shall, as
soon as possible after each meeting, cause a copy of the minutes to
be forwarded to each member of the Board and to the City and the
Agency.
(4) Ouorum. A majority of the members of the Board
shall constitute a quorum for the transaction of business, except
that less than a quorum may adjourn meetings from time to time.
LkId5527.2 6
1
D. Officers; Duties; Bonds
(1) The Officers of the Authority shall be the
Chair, Vice-Chair, Executive Director, Secretary, Treasurer and
Controller. With the exception of the Treasurer and Controller,
the officers of the Authority shall be the persons serving in those
offices of the City specified in the By-Laws of the Authority
adopted by the Board and shall have the powers vested in them
pursuant to such By-Laws and such other powers as may be granted by
the Board from time to time by resolution.
(2) The Executive Director/Finance and Management
Services Agency of the City is hereby designated as Treasurer of
the Authority. Subject to the applicable provisions of any trust
agreement, indenture or resolution providing for a trustee or other
fiscal agent, the Treasurer is designated as the depositary of the
Authority to have custody of all the money of the Authority, from
whatever source, and, as such, shall have the powers, duties and
responsibilities specified in Section 6505.5 of the Act.
(3) The Executive Director/Finance and Management
Services Agency is hereby designated as Controller of the
Authority, and, as such, shall have the powers, duties and
responsibilities specified in Section 6505.5 of the Act. The
Controller shall draw checks to pay demands against the Authority
when such demands have been approved by the Authority.
(4)- The City shall determine the charges to be made
against the Authority for the services of the Treasurer and
Controller.
[A1-45527.2 7
(5) The Treasurer and Controller of the Authority
are designated as the public officers or persons who have charge
of, handle, or have access to any property of the Authority, and
each such officer shall file an official bond in the amount of
$25, 000 as required by Section 6505. 1 of the Act; provided, that
such bond shall not be required if the Authority does not possess
or own property or funds with an aggregate..value of greater than
$500. 00 (excluding amounts held by a trustee or other fiduciary in
connection with any Bonds) .
(6) The Board shall have the power to appoint such
other officers and employees as it may deem necessary and to retain
independent counsel, consultants and accountants.
SECTION 5. POWERS
The Authority shall have such powers as may be exercised
under the Act in order to assist the City and the Agency in
financing capital improvements, working capital, liability and
other insurance needs or projects wherever the City or the Agency,
as the case may be, shall determine that there are significant
public benefits to be derived from such assistance.
The Authority shall have the power to purchase, with the
amounts received or to be received by it pursuant to a Bond
Purchase Agreement, bonds issued by the Agency under the Law or
bonds or other evidences of indebtedness issued by the City at
public or negotiated sale, for the purposes set forth in Section 2
hereof, all in accordance with the Act. Any such bonds or other
evidences of indebtedness so purchased may be held by the Authority
LAI-45527.2 8
or sold to public or private purchasers at public or negotiated
sale, in whole or in part. The Authority shall set any other terms
and conditions on any purchase or sale of bonds or other evidences
of indebtedness contemplated herein as it deems to be necessary,
appropriate and in the public interest, in furtherance of the Act.
The Authority shall have the power, in its own name, to
by, sell or lease property and to issue, sell and deliver Bonds for
any purpose authorized under the Act.
The Authority is authorized, in its own name, to do all
acts necessary for the exercise of said powers for said purposes,
including but not limited to any or all of the following: to make
and enter into contracts; to employ agents and employees; and to
sue and be sued in its own name.
Except as otherwise provided herein, such power shall be
exercised subject only to such restrictions upon the manner of
exercising such power as are imposed upon the City in the exercise
of similar powers, as provided in Section 6509 of the Act.
Notwithstanding the foregoing, the Authority shall have
any additional powers conferred under the Act or under ,applicable
law, insofar as such additional powers may be necessary to
accomplish the purposes set forth in Section 2 hereof.
SECTION 6. TERMINATION OF POWERS
Subject to the provisions of Section 16, the Authority
shall continue to exercise the powers herein conferred upon it
until the termination of this Agreement or until the City and the
Agency shall have mutually rescinded this Agreement.
L441d5527.2 9
SECTION 7 . FISCAL YEAR
Unless and until changed by resolution of the Board, the
fiscal year of the Authority shall be the period from July 1 of
each year to and including the following June 30, except for the
first fiscal year which shall be the period from the date of this
Agreement to June 30, 1993 .
SECTION 8. DISPOSITION OF ASSETS ..
At the end of the term hereof or upon the earlier
termination of this Agreement as set forth in Section 6 hereof, all
assets of the Authority shall be distributed to the respective
grantors and assignors thereof.
SECTION 9 . CONTRIBUTIONS AND ADVANCES
Contributions or advances of public funds and of
personnel, equipment or property may be made to the Authority by
the City and the Agency for any of the purposes of this Agreement.
Payment of public funds may be made to defray the cost of any such
contribution. Any such advance shall be made subject to repayment,
and shall be repaid, in the manner agreed upon by the City or the
Agency, as the case may be, and the Authority at the time of making
such advance. It is mutually understood and agreed that neither
the City nor the Agency has any obligation to make advances or
contributions to the Authority to provide for the costs and
expenses of administration of the Authority, even though either may
do so. The City or the Agency may allow the use of personnel,
equipment or property in lieu of other contributions or advances to
the Authority.
IA1-45527.2 10
SECTION 10. AGREEMENT NOT EXCLUSIVE
This Agreement shall not be exclusive and shall not be
deemed to amend or alter the terms of other agreements between the
City and the Agency, except as the terms of this Agreement shall
conflict therewith, in which case the terms of this Agreement shall
prevail.
SECTION 11. ACCOUNTS AND REPORTS
The Authority shall establish and maintain such funds and
accounts as may be required by good accounting practice. The books
and records of the Authority shall be open to inspection at all
reasonable times by the City and the Agency and their
representatives. The Authority shall give an audited written
report of all financial activities for each fiscal year to the City
and the Agency within 210 days after the close of each fiscal year.
The Controller of the Authority shall either make or
contract with a certified public accountant or public accountant to
make an annual audit of the accounts and records of the Authority.
In each case the minimum requirements of the audit shall be those
prescribed by the State Controller for special districts under
Section 26909 of the Government Code of the State of California and
shall conform to generally accepted auditing standards. When such
an audit of any accounts and records is made by a certified public
accountant or public accountant, a report thereof shall be filed as
a public record with the City and the Agency. Such report shall be
filed within 12 months of the end of the fiscal year or years under
examination.
[A1-45527.2 11
Any costs of the audit, including contracts with, or
employment of, certified public accountants or public accountants,
in making an audit pursuant to this section shall be borne by the
Authority and shall be a charge against any unencumbered funds of
the Authority available for the purpose.
In any year the Board may, by unanimous vote and with the
unanimous approval of the City and the Agency, replace the annual
special audit with an audit covering a two-year period.
SECTION 12 . CONFLICT OF INTEREST CODE
The Authority by resolution shall adopt a Conflict of
Interest Code as required by law.
SECTION 13 . BREACH
If default shall be made by the City or the Agency in any
covenant contained in this Agreement, such default shall not excuse
either the City or the Agency from fulfilling its obligations under
this Agreement and the City and the Agency shall continue to be
liable for the payment of contributions and the performance of all
conditions herein contained. The City and the Agency hereby
declare that this Agreement is entered into for the benefit of the
Authority created hereby and the City and the Agency hereby grant
to the Authority the right to enforce by whatever lawful means the
Authority deems appropriate all of the obligations of each of the
parties hereunder. Each and all of the remedies given to the
Authority hereunder or by any law now or hereafter enacted are
cumulative and the exercise of one right or remedy shall not impair
the right of the Authority to any or all other remedies.
[AI-45527.2 12
SECTION 14 . SEVERABILITY
Should any part, term, or provision of this Agreement be
decided by a court of competent jurisdiction to be illegal or in
conflict with any law of the State of California, or otherwise be
rendered unenforceable or ineffectual, the validity of the
remaining parts, terms or provisions hereof shall not be affected
thereby.
SECTION 15. SUCCESSORS; ASSIGNMENT
This Agreement shall be binding upon and shall inure to
the benefit of the successors of the parties. Except to the extent
expressly provided herein, neither party may assign any right or
obligation hereunder without the consent of the other.
SECTION 16. AMENDMENT OF AGREEMENT
This Agreement may be amended, and the Authority may be
terminated or its powers may be changed, restricted or eliminated
by supplemental agreement executed by the City and the Agency at
any time; provided, that such supplemental agreement shall be
subject to any obligations and restrictions contained in any Bonds
or documents related to any Bonds to which the Authority is a
party.
SECTION 17. FORM OF APPROVALS
Whenever an approval is required in this Agreement,
unless the context specifies otherwise, it shall be given, in the
case of the Agency, by resolution duly adopted by the members of
the Agency, and, in the case of the City, by resolution duly
adopted by the City Council of the City, and, in the case of the
ui45527.z 13
Authority, by resolution duly adopted by the Board. Whenever in
this Agreement any consent or approval is required, the same shall
not be unreasonably withheld.
SECTION 18. NOTICES
Notices to the City hereunder shall be sufficient if
delivered to the City Clerk and notices to the Agency hereunder
shall be sufficient if delivered to the Secretary of the Agency.
SECTION 19. SECTION HEADINGS
All section headings contained herein are for convenience
of reference only and are not intended to define or limit the scope
of any provision of this Agreement.
IN WITNESS WHEREOF, the parties hereto have caused this
Agreement to be executed and attested by their proper officers
thereunto duly authorized, and their official seals to be hereto
affixed, as of the day and year first above written.
CITY OF SANTA ANA
By
[SEAL] qrm
Ap roved as/10 c, "
At t: L ; /t2E2k—\-
/ City Clerk City Manager
COMMUNITY REDEVELOPMENT AGENCY OF
THE CITY OF SANTA ANA
By cCS'''-‘1.--.4-71e---"L-H.
Chair
[SEAL]
Secre ary
APPROVED AS TO FORM
dor
ui-4ssxl.z l y i
�EDNIARD CO1PER
CITY ATT'•- EY
EXHIBIT C
BY-LAWS OF THE SANTA ANA FINANCING AUTHORITY
LA1-63221.5
BY-LAWS
OF THE
SANTA ANA FINANCING AUTHORITY
Adopted Auoust 2 , 1993
ARTICLE I. - THE AUTHORITY
Section 1 . 01. Name. The official name of the Authority
shall be the "Santa Ana Financing Authority" .
Section 1. 02 . Authority Board Members. The Authority
shall be administered by a governing board (the "Board") whose
members shall be, at all times, the Mayor of the City of Santa Ana
(the "City") and the members of the City Council. The term of
office of a member of the Board shall terminate when such member of
the Board shall cease to be the Mayor or a member of the City
Council; and the successor to the Mayor or such member of the City
Council shall become a member of the Board.
Section 1. 03 . Office. The business office of the
Authority shall be at 20 Civic Center Plaza, Santa Ana, California
92702 , or at such other place as may be designated by the Board.
Section 1. 04 . Compensation. Board members shall not be
entitled to compensation but may receive their actual and necessary
expenses, including traveling expenses incurred in the discharge of
their duties as a Board member, but only when authorized by the
Authority and if there are unencumbered funds available for such
purpose.
u 4sszv.i -1_
ARTICLE II - OFFICERS
Section 2 . 01 . Officers. The Officers of the Authority
shall be the Chair, Vice-Chair, Executive Director, Secretary,
Treasurer and Controller.
Section 2 . 02 . Chair. The Chair of the Authority shall
be the member who is the Mayor of the City. The term of office for
the Chair shall be the same as the term of the Mayor of the City.
The Chair shall preside at all meetings of the Authority, and shall
submit such information and recommendations to the Board as he or
she may consider proper concerning the business, policies and
affairs of the Authority.
Section 2 . 03 . Vice-Chair. The Vice-Chair shall be the
member who is the Mayor Pro-Tem of the City. The term of office
shall be the same as the term of the Mayor Pro-Tem of the City.
The Vice-Chair shall perform the duties of the Chair in the absence
or incapacity of the Chair. In case of the resignation or death of
the Chair, the Vice-Chair shall perform such duties as are imposed
on the Chair, until such time as the members of the Board shall
elect a new Chair or a new Mayor of the City is elected, whichever
occurs first.
Section 2.04. Executive Director. The Executive
Director shall be the person who is the City Manager of the City.
The term of office shall be the same as the term of the City
Manager of the City. The Executive Director shall serve as the
chief executive officer of the Authority and shall be responsible
for execution and supervision of the affairs of the Authority.
w-0ss29.1 2
Except as otherwise authorized by resolution of the Board, the
Executive Director or the Executive Director' s designee shall sign
all contracts, deeds and other instruments executed by the
Authority.
Section 2 . 05 . Secretary. The Secretary shall be the
person who is the Clerk of the Council and shall serve at the
pleasure of the Authority. The Secretary shall keep the records of
the Authority, shall act as Secretary at the meetings of the
Authority and record all votes, and shall keep a record of the
proceedings of the Authority in a journal of proceedings to be kept
for such purpose, and shall perform all duties incident to the
office.
Section 2 . 06. Treasurer. Pursuant to the Joint Exercise
of Powers Agreement, the Executive 'Director/Finance and Management
Services Agency of the City shall be the Treasurer of the
Authority, and shall perform the duties set forth in the Joint
Exercise of Powers Agreement.
Section 2 . 07. Controller. Pursuant to the Joint
Exercise of Powers Agreement, the Executive Director/Finance and
Management Services Agency of the City shall be the Controller of
the Authority, and shall perform the duties set forth in the Joint
Exercise of Powers Agreement.
Section 2.08. Election of Officers. Confirmation of
officers shall be the first order of business at the first meeting
of the Authority, regular or special, held in each calendar year.
uI-45529.1 3
Section 2 . 09 . Authority to Bind Authority . No member,
officer, agent or employee of the Authority, without prior specific
or general authority by a vote of the Board, shall have any power
or authority to bind the Authority by any contract, to pledge its
credit, or to render it liable for any purpose in any amount.
ARTICLE III - EMPLOYEES AND AGENTS
Section 3 . 01. Appointment of Employees and Agents. The
Authority may from time to time request from the City or the Agency
the services of such personnel, counsel or agents, permanent or
temporary, as may be necessary to carry out the business and
affairs of the Authority. The Board may in addition employ
temporary professional and technical personnel on such terms and at
such rates of compensation as the Board may determine, for the
performance of Authority business and affairs, provided that
adequate sources of funds are identified for the payment of such
temporary professional and technical services.
ARTICLE IV - MEETINGS
Section 4 . 01. Regular Meetings. Regular meetings shall
be held at the business office of the Authority, or at such other
place as the Chair may designate, on dates and at a time as fixed
by Resolution of the Authority. If at any time any regular meeting
falls on a legal holiday, such regular meeting shall be held on the
next business day at the same time. At least 72 hours before a
regular meeting, an agenda containing a brief general description
w-4ss29.1 4
of each item of business to be transacted or discussed shall be
posted at a location freely accessible to members of the public.
The agenda shall specify the time and location of the regular
meeting. No action shall be taken on any item not appearing on the
posted agenda except as permitted by law.
Section 4 . 02 . Special Meetings. A special meeting may
be called at any time by the Chair or upon the request of two of
the members of the Board by delivering written notice to each
member and to each person or entity entitled by law to receive such
notices. Notices to the Board shall be sufficient if delivered to
the Secretary. Notices to other persons or entities entitled by
law to receive notices must be delivered personally or by mail and
must be received at least 24 hours before the time of such meeting
as specified in the notice. The notice shall specify the time and
place of the special meeting and the business to be transacted and
shall be posted at least 24 hours prior to the special meeting in
a location that is freely accessible to members of the public. No
other business shall be considered at such meetings by the Board.
Such written notice may be dispensed with as to any Board member
who at or prior to the time the meeting convenes files with the
Secretary of the Authority a written waiver of notice. Such waiver
may be given by telegram. Such written notice may also be
dispensed with as to any member who is actually present at the time
it convenes.
Section 4 . 03 . Closed Sessions. Nothing contained in
these bylaws shall be construed to prevent the Board from holding
uI.55291 - 5
•
•
closed sessions during a regular or special meeting concerning any
matter permitted by law to be considered in a closed session.
Section 4 . 04 . Public Hearings. All public hearings held
by the Board shall be held during regular or special meetings of
the Board.
Section 4 . 05 . Adjourning Meetings and Continuing Public
Hearings to Other Times or Places. The Board may adjourn any
meeting to a time and place specified in the order of adjournment.
Less than a quorum may so adjourn from time to time. If all Board
members are absent from any regular meeting or adjourned regular
meeting the Secretary or Acting Secretary of the Authority may
declare the meeting adjourned to a stated time and place and shall
cause a written notice of the adjournment to be given in the same
manner as provided for special meetings unless such notice is
waived as provided for special meetings. A copy of the order or
notice of adjournment shall be conspicuously posted on or near the
door of the place where the meeting was held within 24 hours after
the time of the adjournment. When a regular or adjourned regular
meeting is adjourned as provided in this section, the resulting
adjourned regular meeting is a regular meeting for all purposes.
When an order of adjournment of any meeting fails to state the hour
at which the adjourned meeting is to be held, it shall be held at
the hour specified for regular meetings.
Any public hearing being held, or any hearing noticed or
ordered to be held at any meeting may by order or notice of
continuance be continued or recontinued to any subsequent meeting
v1/414ss2v.i 6
in the same manner and to the same extent set forth herein for the
adjournment of the meetings ; provided, that if the hearing is
continued to a time less than 24 hours after the time specified in
the order or notice of hearing a copy of the order or notice of
continuance shall be posted immediately following the meeting at
which the order or declaration of continuance was adopted or made.
Section 4 . 06 . Meetings to be Open and Public. All
meetings of the Board to take action or to deliberate concerning
Authority business and its conduct shall be open and public. All
persons shall be permitted to attend any such meetings except as
otherwise provided or permitted by law and Section 43 of these
bylaws.
Section 4 . 07. Quorum. A majority of the members of the
Board shall constitute a quorum for the purpose of conducting its
business and exercising its powers and for all other official
purposes, except that less than a quorum may adjourn from time to
time until a quorum is obtained.
Section 4 .08. Order of Business. At the regular
meetings of the Authority, the following shall be the general order
of business:
1. Roll Call
2 . Approval of Minutes
3 . Reports
4 . Unfinished Business
5. New Business
6. Matters Not Appearing on the Agenda
LA115529.1 7
7 . Adjournment
Section 4 . 09 . Parliamentary Procedure. The rules of
parliamentary procedure set forth in Robert' s Rules of Order shall
govern all meetings of the Authority, except as otherwise herein
provided.
ARTICLE V - AMENDMENTS
Section 5 . 01. Amendments to By-Laws. These by-laws may
be amended by the Board at any regular or special meeting by
majority vote, provided that a description of the proposed
amendment to any particular section is included in the notice of
such meeting.
v.I4sszs.1 8
SECRETARY'S CERTIFICATE
I, JANICE C. GUY, Secretary of the Santa Ana Financing Authority (the
"Authority"), hereby certify as follows:
Attached hereto as Exhibit A is a full, true and correct copy of Resolution No.
94-001 SAFA, adopted on February 22, 1994, during a meeting of the Authority. Such
meeting was duly and legally held at the regular meeting place of the Authority. All of the
members of the Authority had due notice of such meetings and a majority thereof were
present at such meeting.
I have carefully compared the same with the original minutes of said meetings
on file and of record in my office, and the foregoing is a full, true and correct copy of the
resolution adopted at the said meeting and entered in said minutes. Said resolution has not
been amended, modified or rescinded since the date of its respective adoption, and the same
is now in full force and effect.
Attached hereto as Exhibit B is a full, true, and correct copy of the Joint
Exercise of Powers Agreement, dated as of March 1, 1993, by and between the City of Santa
Ana and the Redevelopment Agency of the City of Santa Ana. Such document has not been
amended, modified or rescinded since the date of its execution, and the same is now in full
force and effect.
Attached hereto as Exhibit C is a full, true and correct copy of the original
By-laws of the Authority, dated August 2, 1993, and that said By-laws have not been
modified, amended or rescinded since the date of their adoption, and the same are now in
full force and effect.
Dated: March 23, 1994.
Janice C. Gi
Secretary of the t
Santa Ana Financing Authority
LA1-69935.2
EXFIIBIT A
RESOLUTION NO. 94-001 SAFA
LAI-63221.5
EXHIBIT A
RESOLUTION NO. 94- 001-SAFE
APPROVING THE FORMS OF AND AUTHORIZING THE
EXECUTION AND DELIVERY BY THE AUTHORITY OF A
GROUND LEASE, A LEASE, AN INDENTURE, AN
ASSIGNMENT AGREEMENT AND A PURCHASE CONTRACT
WITH RESPECT TO THE EXECUTION AND SALE OF
SANTA ANA FINANCING AUTHORITY POLICE
ADMINISTRATION AND HOLDING FACILITY LEASE
REVENUE BONDS, SERIES 1994A, AUTHORIZING THE
EXECUTION OF SUCH BONDS IN AN AGGREGATE
PRINCIPAL AMOUNT NOT TO EXCEED
$110, 000, 000, AUTHORIZING THE DISTRIBUTION OF
AN OFFICIAL STATEMENT IN CONNECTION THEREWITH,
AUTHORIZING AND APPROVING EXECUTION OF NECESSARY
DOCUMENTS AND RELATED ACTIONS.
WHEREAS, the Santa Ana Financing Authority (the
"Authority") is a joint powers authority duly created,
established and authorized to transact business and exercise its
powers, all under and pursuant to Articles 1, 2 and 4 of Chapter
5 of Title 1 of the Government Code of the State of California
(the "Law") ; and
WHEREAS, the City of Santa Ana (the "City" ) is a
municipal corporation duly organized and existing under the
Constitution and laws of the State of California; and
WHEREAS, the City has determined to lease certain real
property (the "Parcels") to the Authority pursuant to a Ground
Lease, dated as of March 1, 1994 (the "Ground Lease" ) ; and
WHEREAS, the Authority has determined to sublease the
Parcels and certain improvements thereon and to be constructed
thereon, to the City pursuant to a Lease, dated as of March 1,
1994 (the "Lease") under the terms of which the City, as agent of
the Authority, agrees to cause the acquisition and construction
of certain police facilities and related improvements (the
"Project") ; and
WHEREAS, the City, pursuant to the Lease, is required
to make certain base rental payments to the Authority; and
WHEREAS, the Authority and the City have determined to
enter into an Indenture, dated as of March 1, 1994 (the
"Indenture") with Meridian Trust Company of California (the
"Trustee" ) pursuant to which lease revenue bonds (referred to
herein as the "Bonds") in an aggregate principal amount not to
exceed $110, 000 , 000 will be issued; and
WHEREAS, the Authority will transfer its rights, title
and interest in and to the Lease and the Ground Lease (other than
:Ai-6?3'S.: 4099o-9-WWII-02/10.194
RESOLUTION 94-001 SAFA
Page 2
its rights to indemnification and payment for its costs and
expenses) to the Trustee for the benefit of the Owners of the
Bonds, pursuant to an Assignment Agreement, dated as of March 1 ,
1994 (the "Assignment Agreement") between the Authority and the
Trustee; and
WHEREAS, Smith Barney Shearson Inc. , as representative
of the underwriters described therein (the "Underwriter") , has
submitted to the Authority a proposed form of Purchase Contract
to purchase the Bonds (such Purchase Contract, in the form
presented to this meeting, with such changes, insertions or
omissions as are made pursuant to this Resolution, being referred
to herein as the "Purchase Contract") ; and
WHEREAS, the Authority has been presented with a form
of preliminary official statement (the "Preliminary Official
Statement") to be distributed in connection with the public
offering of the Bonds; and
WHEREAS, there has been submitted to the Authority
information and materials (including certain form documents)
regarding various financing options available to the Authority
regarding the Bonds, including AIRS (referred to as "Derivative
Products") ;
WHEREAS, the Authority has full legal right, power and
authority under the Constitution and the laws of the State of
California to enter into the transactions herein authorized; and
WHEREAS, the members of the Authority (the "Board") has
been presented with the form of each document referred to herein,
relating to the Authority's proposed financing, and the Board has
examined and approved each document and desires to authorize and
direct the execution of such documents and the consummation of
such financing; and
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 such 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
Authority 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, BE IT RESOLVED by the Santa Ana
Financing Authority, as follows:
Section 1 . All of the recitals herein contained are
true and correct and the Board so finds.
Section 2 . The Lease, on file with the Secretary, in
substantially the form submitted to this meeting and made a part
LA1-63375.1 2 40990.9-WWB-02/03!94
RESOLUTION 94-001 SAFA
Page 3
hereof as though set forth in full herein, be and the same is
hereby approved. The Chairman, the Secretary or the Executive
Director of the Authority and the City Manager or the Assistant
City Manager of the City or any other officers duly designated by
the Board (the "Officers") are hereby authorized and directed,
for and in the name and on behalf of the Authority, to execute
and deliver the Lease in substantially said form, with such
changes, insertions and omissions therein as such Officers and
the Authority's legal counsel (the "Authority Counsel" ) may
require or approve, such approval to be conclusively evidenced by
the execution and delivery thereof.
SECTION 3. The Ground Lease, on file with the
Secretary, 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 Officers are hereby authorized
and directed, for and in the name and on behalf of the Authority,
to execute and deliver the Ground Lease in substantially said
form, with such changes, insertions and omissions therein as such
Officers and the Authority Counsel may require or approve, such
approval to be conclusively evidenced by the execution and
delivery thereof.
Section 4 . The Indenture, on file with the Secretary,
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 Officers are hereby authorized and
directed, for and in the name and on behalf of the Authority, to
execute and deliver the Indenture in substantially said form,
with such changes, insertions and omissions therein as such
Officers and the Authority Counsel may require or approve, such
approval to be conclusively evidenced by the execution and
delivery thereof.
Section 5. The Assignment Agreement, on file with the
Secretary, 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 Officers are hereby authorized
and directed, for and in the name and on behalf of the Authority,
to execute and deliver the Assignment Agreement in substantially
said form, with such changes, insertions and omissions therein as
such Officers and the Authority Counsel may require or approve,
such approval to be conclusively evidenced by the execution and
delivery thereof.
Section 6. The Purchase Contract, on file with the
Secretary, 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, and the Officers are hereby
authorized and directed individually, for and in the name and on
behalf of the Authority, to execute and deliver the Purchase
Contract in substantially such form, with such chances,
insertions and omissions therein as such Officer executing the
same and the Authority Counsel may require or approve, such
LAI-63375.1 3 .i^un(!0-MWIl3Q roVOI
• RESOLUTION 94-00 1SAFA
Page 4
approval to be conclusively evidenced by the execution and
delivery thereof; provided, however, that such authority to
execute the Purchase Contract is conditioned upon a net interest
rate on the Bonds of not to exceed 6. 75% per annum and an
Underwriter' s discount (exclusive of original issue discount) of
not to exceed 1. 00% of the principal amount of the Bonds.
Section 7 . The execution and delivery of not to exceed
$110, 000, 000 aggregate principal amount of the Bonds, payable in
the years and in the amounts with interest rates with respect
thereto as specified in the Indenture as finally executed, are
hereby authorized and approved and the Chairman of the Authority
is hereby authorized and directed to execute and the Secretary is
hereby authorized and directed to countersign each of the Bonds
on behalf of the Authority.
Section 8 . The form of Preliminary Official Statement,
on file with the Secretary, with such changes therein as may be
approved by the Executive Director and the Authority counsel, 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. An Officer is authorized and
directed, for and in the name of and on behalf of the Authority,
to execute and deliver a certificate deeming the Preliminary
Official Statement final as of its date, except for certain final
pricing and related information, for purposes of Securities
Exchange Commission Rule 15c2-12 .
Section 9 . The preparation and delivery of an Official
Statement, and its use by the Underwriter in connection with the
offering and sale of the Certificates, 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 the Executive
Director or the City Manager, such approval to be conclusively
evidenced by the execution and delivery thereof. The Executive
Director or the City Manager is hereby authorized and directed,
for and in the name of and on behalf of the Authority, to execute
the final Official Statement and any amendment or supplement
thereto and thereupon to cause the final Official Statement and
any such amendment or supplement to be delivered to the
Underwriter.
Section 10 . All actions heretofore taken by the
Officers, agents and employees of the Authority with respect to
the sale, execution and delivery of the Bonds are hereby
approved, confirmed and ratified, and the Officers and Authority
Counsel and any and all other officers of the Authority are
hereby authorized and directed, for and in the name of and on
behalf of the Authority, to do any and all things and take any
and all actions, including (without limitation) the securing of a
policy of municipal bond insurance and/or reserve fund surety for
the Bonds; the execution and delivery of any and all
certificates, requisitions and agreements; the conformation of
Do-on5.1 4 4 W<uL5-\'WH-02/03194
RESOLUTION 94-001 SAFA
Page 5
any and all documents to the requirements of the Purchase
Contract, to the requirements of the municipal bond insurer or
insurers, if any, and to the description of the Bonds set forth
in the Official Statement; the execution and delivery of an
auction agent agreement, market agent agreement, broker/dealer
agreement or other documents required in connection with any
AIRS, all such documents to follow the standard forms thereof
with such changes therein as any of the Officers may require or
approve, such approval to be conclusively evidenced by the
execution and delivery thereof, and such other documents
including but not limited to those described in the Purchase
Contract as finally executed and delivered, which they, or any of
them, may deem necessary or advisable in order to consummate the
lawful issuance and delivery of the Bonds in accordance with the
Indenture, the Purchase Contract, the Official Statement, the
Derivative Product documents, in each case as finally executed
and delivered, this resolution and all related documents. The
Authority hereby determines that the Derivative Products and
related documents are each designed to reduce the amount or
duration of payment, rate, spread, or similar risk and result in
a lower cost of borrowing when used in combination with the
issuance of the Bonds.
Section 11. This Resolution shall take effect from and
after its date of adoption.
PASSED AND ADOPTED this 22m.d day of February 1994 .
Da ' 1 H. Young Chair an
City of Santa Ana
Jan . Gu , Secretary
Ci 7 of Santa Ana
APPROVED AS TO FORM:
Edward o er
Authority Counsel
BOARD MEMBERS :
Young Aye
Lutz Aye
McGuigan Aye
Mills Aye
Moreno Aye
Pulido Aye
Richardson Absent
IAI-63375.1 5 40990-9-W\B-02/03/94
RESOLUTION 94-001 SAFA
' Page 6
SECRETARY'S CERTIFICATE
Janice C. Guy
, Secretary of the Santa Ana Financing
Authority, hereby certify that the foregoing is a full , true and
correct copy of a resolution duly adopted at a regular meeting of
the Authority duly and regularly held at the regular meeting
place thereof on the 22nd day of February, 1994 , of which meeting
all of the members of said Authority had due notice and at which
a majority thereof were present; and that at said meeting said
resolution was adopted by the following vote:
AYES: Lutz , McGuigan, Mills , !Moreno, Pulido, Young
NOES: None
ABSENT: Richardson
An agenda of said meeting was posted at least 72 hours
before said meeting at 22 civic C'tr P17a, Santa Ana , California,
a location freely accessible to members of the public, and a
brief general description of said resolution appeared on said
agenda.
I further certify that I have carefully compared the
same with the original minutes of said meeting on file and of
record in my office; that the foregoing resolution is a full,
true and correct copy of the original resolution adopted at said
meeting and entered in said minutes; and that said resolution has
not been amended, modified or rescinded since the date of its
adoption, and the same is now in full force and effect.
Dated: s r'- /�`l , 1994
AP
ti disk it
Janie ., secretary
THE FOREGOING DOCUMENT IS A FULL, TRUE&CORRECT COPY Of
;21-THE ORIGINAL ON FILE IN THIS OFFICE.
0 THE ORIGINAL ON FILE IN_
ATTEST: /Li
BY te : _
� t rIr OF SAN rk ANA
IA1"63375.1 6 40990.9-W 13-02/03.'94
EXHIBIT B
PLEASE SEE TAB#13 IN THIS TRANSCRIPT FOR THE
JOINT EXERCISE OF POWERS AGREEMENT
•
LAI-63221.5
EXHIBIT C
PLEASE SEE TAB#13 IN THIS TRANSCRIPT FOR THE
BY-LAWS OF THE SANTA ANA FINANCING AUTHORITY
LA I-63221.5
RECORDING REQUESTED BY AND
WHEN RECORDED MAIL TO:
a SPACE ABOVE THIS LINE FOR RECORDER'S USE
dji s
nA :
._Q'_ .L Aft'� Ln/
attic.of
Meath fOng en
Suntan,of tau
SACRAMENTO
I, MARCH FONG EU, Secretary of State of the State of California,
hereby certify:
That the annexed transcript of / page(s) was prepared by
and in this office from the record on file, of which it purports to be a
copy, and that it is full, true and correct.
pRgEAL OF Th@
IN WITNESS WHEREOF, I execute
a this certificate and affix the Great
b a
W % A "sl Seal of the State of California this
"v "i AUG 1 3 1/Y3
flY4j \ I ^ , -tvnSECISTATE Form LP 222A(Rev.9/07) 99 22 1 r .„L. W Secretary of State 111
State of Tat-tiara-to
= r_ 4Earc4 ±fnnq rtu
1 •
,ccrctarq of tatr
FILED
hlhe office of the Secretary of State
NOTICE OF A JOINT POWERS AGREEMENT of the State of California
(Government Code Section 6503.5 or 6503.7) AUG 13 1993
Instructions: (4
1. Complete and mail to: Secretary of State, two FONG EU.Swelsr! 31 State
P.O. Box 704, Sacramento, CA 95812-0704 (916) 329-6778
2. Include filing fee of $5.00. (Office Use Only)
3. Do not include attachments, unless otherwise specified.
•
The name of the agency or entity created under the agreement and responsible for the administration of
the agreement is:
SANTA ANA FINANCING AUTHORITY •
Mailing address: 20 Civic Center Plaza, City Hall, 6th Floor, Santa Ana, California 92701
Provide a short title of the agreement if applicable:
1.1 JOINT EXERCISE OF POWERS AGREEMENT
The public agencies party to the agreement are -
(I) City of Santa Ana
(2) Communi_ty Redevelopment Agency of the City of Santa Ana
• (3, if more space is needed, continue d attach it to this form.
The effective date of the agreement is r 1993
Provide a condensed statement of the agreement's purpose or the powers to be exercised: The pesos
is to assist in the financing and refinancing of certain redevelops nt activities
and certain public programs and projects through th cise y of its lawful
pours.
_ —
Signature
David N. Ream, City Manager
Typed Name and Title
•
a • °
See/Stale Fwm 1P/58 404 Rev.2/8e .amr
RECORDING REQUESTED BY AND ,.
WHEN RECORDED MAIL TO:
anti.' 1B SPACE ABOVE THIS LINE FOR RECORDER'S USE
a/ r ifat'
II ill .
•
4 1 I
JM/\M\ I
I elfin of
Narcb tang tau
1 Pltstctety of Blatt
it SACRAMENTO
I, MARCH FONG EU, Secretary of State of the State of California,
I hereby certify:
That the annexed transcript of 7t page(s) was prepared by
and in this office from the record on file, of which it purports to be a
copy, and that it is full, true and correct.
�'Ttt NL OF T hFse IN WITNESS WHEREOF, I execute
¢
vA this certificate and affix the Great
'so tj�-�nr,,,i' Seal of the State of California this
` �`w"' AUG 1 3 1993
L C
°+L Fo b:. FACE O ' A , _� �n
oo . .. ....7)c
00 seasreTe Form LP 222A IR.v,ere9l ea zzaea 4+ fn Secretary of State
.CFI r• stilt
state of CLali ornia
[=: =`=%JA ?) Iarcii :Thong +^u
\4Y?-a ra// • Grcrc to r_y of §tatc
FILED
In the of c.o1 de Secretory of State
of the Stab of California
STATEMENT OF FACTS AUG I s 1993
ROSTER OF PUBLIC AGENCIES FILING(Government Code Section 53051) vr' t/{
Instructions: Wn 4 HNC EU.Snetillti State
1. Complete and mail to: Secretary of State,
P.O. Box 944225, Sacramento, CA 94244-2250 (916) 324-6778
2. A street address must be given as the official 'mailing address (Office Use Only)
or as the address of the presiding officer.
3. Complete addresses are required.
4. If you need additional space, please include information on an
8' X 11 page.
New Filing.[ X] Update I I
Legal name of Public Agency: SANTA ANA FINANCING AUTHORITY
! .,i:ure of Update: N/A
COUNTY OF ORANGE
County:
Official Mailing Address: 20 Civic Center Plaza
Santa Ana, California 92701
i
Name and Address of each member of the governing board:.
Chairman, President or other Presiding Officer(Indicate Title):
Chairman
Name:
Daniel H. Young Ad,,,, • • jc Cc ter Plaza, Santa Ana, •CA 92701
itlIt
Secretary or Clerk(Indicate Title):
Secret- ' ' Ry O1 4,
Janice C. Guy Address: 20 Civic Center Plaza, Santa Ana, CA 92701 . '
Name:
Members:
Name:
Daniel H. Young Address: 20 Civic Center Plaza, Santa Ma, CA 92701
Name: Miguel A. Pulido Address: 20 Civic Center Plaza; .Santa Ana, CA 92701
Name: Ted R. Moreno . Address: 20 Civic Center Plaza, Santa Ma, CA 92701
Name:
Lisa Mills Address:20 Civi ter Plaza, Santa Ana, CA 92701
Name
Thomas E. Lutz Address 20 Ci 'c ter P , `� Ana, CA 92701
*SEE ATTACHED
Date: August 3, 1993 By. signature gA J �t
David N. Ream. .Fxen rf ' t.f 9 r
f I- Typed Name and Title
0
■
® e9 57229
. ram. ..e_._/a IG0...1115Ory A/AO
MEMBERS CONTINUED • -
NAME: Richard L. Norton 20 Civic Center Plaza, Santa Ana, CA 92701
Robert L. Richardson 20 Civic Center Plaza, Santa Ana, CA 90271
i
� `A'\: State 4f Tatitarnia
1 ` P -g' Mardi em
Secretary of gtatc
c —
STATEMENT OF FACTS _
ROSTER OF PUBLIC AGENCIES FILING
(Government Code Section 53051)
Instructions:
1. Complete and mail to: Secretary of State,
P.O. Box 944225, Sacramento, CA 94244-2250 (916) 324-6778
2. A street address must be given as the official mailing address (Office Use Only)
or as the address of the presiding officer.
3. Complete addresses are required.
4. If you need additional space, please include information on an
8% X 11 page.
New Filing[ X] Update[ I
•
Legal name of Public Agency: SANTA ANA FINANCING AUTHORTTY
Nature of Update: N/A
COUNTY OF ORANGE
County:
Official Mailing Address: 20 Civic Center Plaza
Santa Ana, California 92701
Name and Address of each member of the governing board:
Chairman, President or other Presiding Officer(Indicate Title): Chairman
Name Daniel H. Young Address 20 Civic Center Plaza, Santa Ana, CA 92701
Secretary or Clerk(Indicate Tide): Secretary
Name Janice C Gui3-aa , A'":' Address 20 Civic Center Plaza, Santa Ana, CA 92701
F g
Members
'x
Name Daniel H'S a' p'' .` Address 20 Civic Center Plaza, Santa Ana, CA 92701
Name Miguel A. P Address 20 Civic Center Plaza, Santa Ana, CA 92701
Name Ted R. ltrern Address 20 Civic Center Plaza, Santa Ana, CA 92701
Name Lisa Mills Address 20 • • ter P to Ana, CA 92701
Name Thanas E. Lutz Address 20 c ter , CA 92701
• *SEE ATTACHED / ��
Date August 3, 1993 By ,--
Signature
i-
David N. Ream. .RvArn,+;<v,i nira,.tor
Typed Name and Title
a
Sec/Stale ram 1P/SS 405 Oay.4/69 .9 32229
MEMBERS CONTINUED
NAME: Richard L. Norton 20 Civic Center Plaza, Santa Ana, CA 92701
Robert L. Richardson 20 Civic Center Plaza, Santa Ana, CA 90271
CERTIFICATE OF THE SANTA ANA FINANCING AUTHORITY
The undersigned, DAVID N. REAM, Executive Director of the Santa Ana
Financing Authority (the "Authority"), in connection with the issuance of $107,399,438.50
aggregate principal amount of Santa Ana Financing Authority Police Administration and
Holding Facility T ease Revenue Bonds, Series 1994A (the "Bonds"), does hereby certify that
(all capitalized terms not otherwise defined herein shall have the respective meanings given
to such terms in the Indenture, dated as of March 1, 1994 (the "Indenture"), by and between
the Authority and Meridian Trust Company of California, as trustee):
(a) The Authority is a joint powers authority, duly organized and existing
under the laws of the State of California, including Chapter 5, Division 7, Title 1
(commencing with Section 6500) of the California Government Code (the "Act"),
with full right, power and authority to execute, deliver and perform its obligations
under the Bonds, the Purchase Contract, dated as of March 8, 1994 (the "Purchase
Contract"), among the Authority, the City of Santa Ana and Smith Barney Shearson
Inc., as representative of the underwriters, the Lease, the Ground Lease and the
Indenture (collectively, the Purchase Contract, the Lease, the Ground Lease and the
Indenture shall be referred to herein as the "Authority Documents") and to carry out
and consummate the transactions contemplated by the Authority Documents and the
Official Statement dated March 8, 1994, relating to the Bonds (the "Official
Statement").
(b) By all necessary official action of the Authority, the Authority has duly
authorized and approved the execution and delivery of, and the performance by the
Authority of the obligations contained in, the Preliminary Official Statement dated
February 25, 1994, relating to the Bonds (the "Preliminary Official Statement"), the
Official Statement and the Authority Documents and as of the date hereof, such
authorizations and approvals are in full force and effect and have not been amended,
modified or rescinded. When executed and delivered by the other respective parties
thereto, each Authority Document will constitute the legally valid and binding
obligation of the Authority enforceable in accordance with its terms, except as
enforcement may be limited by bankruptcy, insolvency, reorganization, moratorium or
similar laws or equitable principles relating to or affecting creditors' rights generally.
The Authority has complied in all respects with the terms of the Authority
Documents.
(c) The Preliminary Official Statement was as of its date, and the Official
Statement was as of its date and is as of the date hereof true and correct in all
material respects, and the Preliminary Official Statement and the Official Statement
contain no misstatement of any material fact and do not omit any statement necessary
to make the statements contained therein, in the light of the circumstances in which
such statements were made, not misleading.
LAI-69935.2
(d) No event affecting the Authority has occurred since the date of the
Official Statement which either makes untrue or incorrect in any material respect as of
the date hereof any statement of information contained in the Official Statement or is
not reflected in the Official Statement but should be reflected therein in order to make
the statements and information therein not misleading in any material respect.
(e) As of the date hereof, the Authority is not in breach of or in default under
any applicable constitutional provision, law or administrative rule or regulation of the
State of California or the United States of America, or any applicable judgment or
decree or any trust agreement, loan agreement, bond, note, resolution, ordinance,
agreement or other instrument to which the Authority is a party or is 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 event of default under
any such instrument; and, as of the date hereof, except as disclosed in the Official
Statement, the authorization, execution and delivery of the Authority Documents and
compliance with the provisions of each of such agreements or instruments do not and
will not conflict with or constitute a breach of or default under any applicable
constitutional provision, law or administrative rule or regulation of the State of
California or the United States of America, or any applicable judgment, decree,
license, permit, trust agreement, loan agreement, bond, note, resolution, ordinance,
agreement or other instrument to which the Authority (or any of its officers in their
respective capacities as such) is subject, or by which it or any of its properties is
bound, nor will any such authorization, execution, delivery 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 its assets or properties or under
the terms of any such law, regulation or instrument, except as may be provided by the
Authority Documents.
(f) As of the date hereof, no action, suit, proceeding, inquiry or investigation,
at law or in equity, before or by any court, government agency, public board or
body, pending or threatened (i) in any way questioning the existence of the Authority
or the titles of the officers of the Authority to their-respective offices; (ii) affecting,
contesting or seeking to prohibit, restrain or enjoin the issuance or delivery of any of
the Bonds, or the payment or collection of any amounts pledged or to be pledged to
pay the principal of and interest on the Bonds, or in any way contesting or affecting
the validity of the Bonds or the Authority Documents or the consummation of the
transactions contemplated thereby, or contesting the powers of the Authority and its
authority to pledge the Revenues; (iii) which may result in any material adverse
change relating to the Authority; or (iv) contesting the completeness or accuracy of
the Preliminary Official Statement or the Official Statement or any supplement or
amendment thereto or asserting that the Preliminary Official Statement or the Official
Statement contained any untrue statement of a material fact or omitted to state any
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, and
LA1-69935.2 2
there is no basis for any action, suit, proceeding, inquiry or investigation of the
nature described in clauses (i) through (iv) of this sentence.
(g) The Bonds are legally valid and binding obligations of the Authority,
entitled to the benefits of the Authority, entitled to the benefits of the Indenture and
enforceable in accordance with their terms, except as enforcement may be limited by
bankruptcy, insolvency, reorganization, moratorium or similar laws or equitable
principles relating to or limiting creditors' rights generally, and the Indenture
provides, for the benefit of the owners from time to dine of the Bonds, a legally valid
and binding pledge of and lien on the funds and accounts pledged to such Bonds
under the Indenture and the revenues pledged to such funds and accounts under the
Indenture as provided in and contemplated by the Indenture.
(h) All authorizations, approvals, licenses, permits, consents and orders of or
filings with any governmental authority, legislative body, board, agency or
commission having jurisdiction in the matters which are required for the due
authorization of, which would constitute a condition precedent to or the absence of
which would adversely affect the due performance by the Authority of its obligations
in connection with, the Authority Documents have been duly obtained or made,
except as may be required under the Blue Sky or securities laws of any state in
connection with the offering and sale of the Bonds.
(i) The representations, warranties and covenants of the Authority contained
in the Purchase Contract are true and correct in all material respects on and as of the
date hereof with the same effect as if made on the date hereof.
(j) The Authority has complied with all the agreements and satisfied all of the
conditions on its part to be performed or satisfied at or prior to the date hereof.
LA1-69935.2 3
IN WITNESS WHEREOF, the undersigned has executed this Certificate this
March 23, 1994.
SANTA ANA FINANCING AUTHORITY
By r Goa_
David N. Ream,
Executive Director
LA 1-69935.2 4
SIGNATURE AND
BOND DELIVERY CERTIFICATE
OF THE SANTA ANA FINANCING AUTHORITY
We, the undersigned officers of the Santa Ana Financing Authority (the
"Authority"), holding the respective offices hereinbelow set opposite our signatures, do
hereby certify that:
(a) On the date below set forth we officially signed and executed the
following bonds, to wit:
Title of Bonds: Santa Ana Financing Authority Police Administration and
Holding Facility Lease Revenue Bonds, Series 1994A
Principal Amount: $107,399,438.50
Date of Bonds: March 1, 1994
(b) Said Bonds mature and bear interest as set forth in the schedule
attached hereto as Schedule A.
(c) Said Bonds bear the manual or facsimile signature of the undersigned
Chairman of the Authority as attested by the manual or facsimile signature of the Secretary
of the Authority.
(d) Said officers at the time of signing said Bonds held said offices
respectively, and that they now hold the same.
LA1-69935.2
(e) We delivered said Bonds on this date to Meridian Trust Company of
California as Trustee (the "Trustee") for the Authority under that certain Indenture, dated as
of March 1, 1994, between the Authority and the Trustee.
Dated: March 23, 1994.
Signature--( Name Title
' 311
1 DANIEL H. YOUNG Chairman of the Santa Ana
Financing Authority
JANICE C. GUY Secretary of the Santa Ma
/ Financing Authority
Pam _ DAVID N. REAM Executive Director of the Santa
Ana Financing Authority
LA1-69935.2 2
CITY CLERK'S CERTIFICATE
I, JANICE C. GUY, City Clerk of the City of Santa Ana, California (the
"City"), do hereby certify that attached hereto is a full, true and correct copy of Resolution
No. 94-007, duly adopted on February 22, 1994. The meeting at which such Resolution was
adopted was a regular meeting of the City Council of the City, duly and regularly and legally
held at the regular meeting place thereof. All of the members of said City Council had due
notice of such meeting and a quorum thereof was present at such meeting.
I have carefully compared the same with the original minutes of said meeting
on file and of record in my office and said Resolution is a full, true and correct copy of the
original Resolution adopted at said meeting and entered in said minutes. Said Resolution has
not been amended, modified or rescinded since the date of its adoption and the same is now
in full force and effect.
Dated: March 23, 1994.
Janice C. Guy,
City Clerk of the
City of Santa Ana
LAI-69935.2
•
RESOLUTION NO. 94- 007
RESOLUTION OF THE CITY OF SANTA ANA APPROVING
A FORM OF GROUND LEASE, LEASE AND PURCHASE
CONTRACT; MAKING CERTAIN DETERMINATIONS
RELATING THERETO; AND AUTHORIZING CERTAIN
OTHER ACTION IN CONNECTION THEREWITH
WHEREAS, the City of Santa Ana (the "City") is a
municipal corporation duly organized and validly existing under
the Constitution and laws of the State of California and
authorized to transact business and exercise its powers, all
under and pursuant to the Constitution and laws of the State of
California; and
WHEREAS, the City and the City of Santa Ana Financing
Authority (the "Authority") , a joint powers authority, duly
organized and existing under the laws of the State, propose to
enter into various agreements to provide for the acquisition and
construction of certain police facilities (the "Project") , and so
that the City may act, under certain circumstances, as the agent
of the Authority to carry out the acquisition and construction of
the Project; and
WHEREAS, there has been presented at this meeting a
form of Lease pursuant to which the City will acquire the
Project, subject to the terms thereof; and
WHEREAS, to assist the provision of funds for the
construction and improvement of the Project, the City has
determined to lease certain real property to the Authority
pursuant to a form of Ground Lease presented to this meeting, and
to sublease such property and the Project to be located on a
portion thereof back from the Authority pursuant to the
previously mentioned Lease; and
WHEREAS, there has also been presented to this meeting
a proposed form of Purchase Contract between the City, the
Authority and Smith Barney Shearson Inc. , as representative of
the underwriters named therein, (the "Underwriter") , under the
terms of which the Underwriter will purchase the Authority' s
Police Administration and Holding Facility Lease Revenue Bonds ,
Series 1994A (the "Bonds") , the proceeds of which will be used to
finance the Project;
NOW, THEREFORE, BE IT RESOLVED, DETERMINED AND ORDERED
BY THE CITY OF SANTA ANA AS FOLLOWS:
SECTION 1. Approval of Ground Lease. The form of
Ground Lease, dated as of March 1, 1994 , by and between the City
and the Authority (the "Ground Lease") presented at this meeting
is hereby approved and the Mayor of the City, the City Manager,
or the designee of the Mayor or the City Manager, acting singly,
L 1-63373.i 40990-9-WWB-02103194
„ RESOLUTION 94-007
Page 2
and the City Clerk are hereby authorized and directed, for and in
the name of and on behalf of the City, to execute, acknowledge
and deliver the Ground Lease in substantially the form presented
at this meeting with such changes therein as the officers
executing the same may approve, such approval to be conclusively
evidenced by the execution and delivery thereof .
SECTION 2. Approval of Lease. The form of Lease,
dated as of March 1, 1994, by and between the City and the
Authority (the "Lease") , presented at this meeting is hereby
approved and the Mayor of the City, the City Manager, or the
designee of the Mayor or the City Manager, acting singly, and the
City Clerk are hereby authorized and directed, for and in the
name of and on behalf of the City, to execute, acknowledge and
deliver the Lease in substantially the form presented at this
meeting with such changes therein as the officers executing the
same may approve, such approval to be conclusively evidenced by
the execution and delivery thereof.
SECTION 3 . Approval of Purchase Contract. The form of
Purchase Contract by and between the Authority, the City and the
Underwriter (the "Purchase Contract") , presented at this meeting
is hereby approved and the Mayor of the City, the City Manager,
or the designee of the Mayor or the City Manager, acting singly,
and the City Clerk are hereby authorized and directed, for and in
the name of and on behalf of the City, to execute, acknowledge
and deliver the Purchase Contract in substantially the form
presented at this meeting with such changes therein as the
officers executing the same may approve, such approval to be
conclusively evidenced by the execution and delivery thereof.
SECTION 4. Terms of the City's Obligation. The City
Manager or his designee is authorized to negotiate the rental
payment provisions of the Lease, provided, however, that the
aggregate principal components of the rental payments to be paid
by the City pursuant to the Lease shall not exceed $110 , 000 , 000,
and provided, further that the interest components of the rental
payments to be paid by the City pursuant to the Lease shall not
reflect rates of interest in excess of 6 .75% per annum.
SECTION 5. Other Acts. The officers and staff of the
City are hereby authorized and directed, jointly and severally,
to do any and all things, to execute and deliver any and all
documents, which in consultation with the City Attorney or with
Orrick, Herrington & Sutcliffe, the City's bond counsel, they may
deem necessary or advisable in order to consummate the execution
and delivery of the Purchase Contract, the Ground Lease, the
Lease Agreement or otherwise effectuate the purposes of this
Resolution, and any and all such actions previously taken by such
officers or staff members are hereby ratified and confirmed. The
officers and the staff of the City are specifically authorized to
assist in the preparation of the preliminary and final official
statements used in connection with the sale of the Bonds and to
execute the same or portions thereof if required by the Underwriter.
U I-633 73.1 2 40990.9-W WB-02/03794
RESOLUTION 94-007
Page 3
SECTION 8. Effective Date. This Resolution shall take
effect upon adopted.
PASSED, APPROVED and ADOPTED this February 22 , 1994 .
Dan t d. Young, or 7
City of Santa Ana
ATTESTED:
rani e , ^ erk of the Council
City a Ana
APPROVED AS TO FORM:
7
Edward J. Colb
City Att rney
COUNCILMEM_BERS :
Young • Ave
Lutz Aye
Mills Ave
McGuigan Ave
Moreno Aye
Pulido Ave
Richardson Absent
THE FOREGOING DOCUMENT IS A FULL, TRUE&CORRECT COPY OF
19"TRE ORIGINAL ON FILE IN THIS OFFICE.
❑ THE ORIGINAL ON FILE IN
ATTEST: 19 9,
HY
ER F CIL, C OF SANTA ANA
1A1fi3373.1 3 10990.9-wwB-02103/94
CERTIFICATE OF THE CITY OF SANTA ANA
The undersigned, DAVID N. REAM, City Manager of the City of Santa Ana
(the "City"), in connection with the issuance of $107,399,438.50 principal amount of Santa
Ana Financing Authority Police Administration and Holding Facility Lease Revenue Bonds,
Series 1994A (the "Bonds"), does hereby certify that (all capitalized terms not otherwise
defined herein shall have the respective meanings given to such terms in the Lease, dated as
of March 1, 1994 (the "Lease"), by and between the Santa Ana Financing Authority and the
City):
(a) The City is a municipal corporation, duly organized and existing under the
Constitution and laws of the State of California, with full right, power and authority
to execute, deliver and perform its obligations under the Purchase Contract, dated as
of March 8, 1994 (the "Purchase Contract"), among the City, the Santa Ana
Financing Authority and Smith Barney Shearson Inc., as representative of the
underwriters, the Lease and the Ground Lease (collectively, the Purchase Contract,
the T fase and the Ground Lease shall be referred to herein as the "City Documents")
and to carry out and consummate the transactions contemplated by the City
Documents and the Official Statement, dated March 8, 1994, relating to the Bonds
(the "Official Statement").
(b) By all necessary official action of the City, the City has duly authorized
and approved the execution and delivery of, and the performance by the City of the
obligations contained in, the Preliminary Official Statement, dated February 25, 1994,
relating to the Bonds (the "Preliminary Official Statement"), the Official Statement
and the City Documents and as of the date hereof, such authorizations and approvals
are in full force and effect and have not been amended, modified or rescinded. When
executed and delivered by the other respective parties thereto, each City Document
will constitute the legally valid and binding obligation of the City enforceable in
accordance with its terms, except as enforcement may be limited by bankruptcy,
insolvency, reorganization, moratorium or similar laws or equitable principles relating
to or affecting creditors' rights generally. The City has complied in all respects with
the terms of the City Documents.
(c) The Preliminary Official Statement was as of its date, and the Official
Statement was as of its date and is as of the date hereof true and correct in all
material respects, and the Preliminary Official Statement and the Official Statement
contain no misstatement of any material fact and do not omit any statement necessary
to make the statements contained therein, in the light of the circumstances in which
such statements were made, not misleading.
(d) No event affecting the City has occurred since the date of the Official
Statement which either makes untrue or incorrect in any material respect as of the
date hereof any statement of information contained in the Official Statement or is not
LA1-69935.2
reflected in the Official Statement but should be reflected therein in order to make the
statements and information therein not misleading in any material respect.
(e) As of the date hereof, the City is not in breach of or in default under any
applicable constitutional provision, law or administrative rule or regulation of the
State of California or the United States of America, or any applicable judgment or
decree or any trust agreement, loan agreement, bond, note, resolution, ordinance,
agreement or other instrument to which the City is a party or is 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 event of default under any
such instrument; and, as of the date hereof, except as disclosed in the Official
Statement, the authorization, execution and delivery of the City Documents and
compliance with the provisions of each of such agreements or instruments do not and
will not conflict with or constitute a breach of or default under any applicable
constitutional provision, law or administrative rule or regulation of the State of
California or the United States of America, or any applicable judgment, decree,
license, permit, trust agreement, loan agreement, bond, note, resolution, ordinance,
agreement or other instrument to which the City (or any of its officers in their
respective capacities as such) is subject, or by which it or any of its properties is
bound, nor will any such authorization, execution, delivery 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 its assets or properties or under
the terms of any such law, regulation or instrument, except as may be provided by the
City Documents.
(f) As of the date hereof, no action, suit, proceeding, inquiry or investigation,
at law or in equity, before or by any court, government agency, public board or
body, pending or threatened (i) in any way questioning the existence of the City or
the titles of the officers of the City to their respective offices; (ii) affecting, contesting
or seeking to prohibit, restrain or enjoin the issuance or delivery of any of the Bonds,
or the payment or collection of any amounts pledged or to be pledged to pay the
principal of and interest on the Bonds, or in any way contesting or affecting the
validity of the Bonds or the City Documents or the consummation of the transactions
contemplated thereby, or contesting the powers of the City and its authority to make
payments under the l Pase; (iii) which may result in any material adverse change
relating to the City; or (iv) contesting the completeness or accuracy of the Preliminary
Official Statement or the Official Statement or any supplement or amendment thereto
or asserting that the Preliminary Official Statement or the Official Statement contained
any untrue statement of a material fact or omitted to state any 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, and there is no basis for
any action, suit, proceeding, inquiry or investigation of the nature described in clauses
(i) through (iv) of this sentence.
LA1-69935.2 2
(g) All authorizations, approvals, licenses, permits, consents and orders of or
filings with any governmental authority, legislative body, board, agency or
commission having jurisdiction in the matters which are required for the due
authorization of, which would constitute a condition precedent to or the absence of
which would adversely affect the due performance by the City of its obligations in
connection with, the City Documents have been duly obtained or made.
(h) The representations, warranties and covenants of the City contained in the
Purchase Contract are true and correct in all material respects on and as of the date
hereof with the same effect as if made on the date hereof.
(i) The City has complied with all the agreements and satisfied all of the
conditions on its part to be performed or satisfied at or prior to the date hereof.
LAI-69935.2 3
IN WITNESS WHEREOF, the undersigned has executed this Certificate this
March 23, 1994.
CITY OF ANA
By � �--
David N. Ream,
City Manager
LA1-69935.2 4
SIGNATURE AND INCUMBENCY CERTIFICATE OF THE CITY
We, the undersigned hereby certify that we are, respectively, the Mayor (the
"Mayor"), the City Manager (the "City Manager") and the City Clerk (the "City Clerk") of
the City of Santa Ana (the "City"), and that at all times since January 1, 1994, have held the
offices set forth opposite our respective names. Neither the existence of the City nor the title
of any of the officers whose names are set forth below to their respective offices is being
contested.
Dated: March 23, 1994
Signature Name Official Title
/' / DANIEL H. YOUNG Mayor
_1„ DAVID N. REAM City Manager
- -- JANICE C. GUY City Clerk
IA1-69935.2
CERTIFICATE OF MERIDIAN TRUST COMPANY OF CALIFORNIA
AS TRUSTEE
The undersigned, on behalf of Meridian Trust Company of California, a
banking corporation (the "Trustee") under the Indenture dated as of March 1, 1994 (the
"Indenture"), by and between the Santa Ana Financing Authority (the "Authority") and the
Trustee, hereby states:
(a) that he is a duly authorized signatory of the Trustee and as such is
authorized to make the representations contained herein;
(b) that the Trustee is duly organized and existing as a banking corporation
under the laws of the State of California, having the full corporate power and authority to
enter into and perform its duties under the Indenture and the Assignment Agreement, dated
as of March 1, 1994, by and between the Trustee and the Santa Ana Financing Authority
(the "Assignment Agreement" and together with the Indenture, the "Trustee Documents");
(c) the Trustee is duly authorized to enter into the Trustee Documents and
the undersigned has duly executed and delivered the Trustee Documents and assuming due
authorization and execution by the other parties thereto, the Trustee Documents are legal,
valid and binding upon the Trustee, and enforceable against the Trustee in accordance with
their terms;
(d) that, to the best knowledge of the undersigned, no consent, approval,
authorization or other action by any governmental or regulatory authority having jurisdiction
over the banking or trust powers of the Trustee that has not been obtained is or will be
required for the execution and delivery of the Santa Ana Financing Authority Police
Administration and Holding Facility Lease Revenue Bonds, Series 1994A (the "Bonds") or
the consummation by the Trustee of its obligations under the Trustee Documents; and
(e) the Bonds and the Indenture were duly authenticated, executed and
delivered, respectively, by the undersigned by causing its duly authorized officer to
authenticate, execute and deliver said documents.
IN WITNESS WHEREOF, the undersigned has executed this Certificate this
March 23, 1994.
MERIDIAN TRUST COMPANY OF
CALIFORNIA, as Trustee
By
Authoriz Signatory
LA1-69935.3
MERIDIAN TRUST COMPANY OF CALIFORNIA
SECRETARY'S CERTIFICATE
I, Judy Davis, do hereby certify that:
(i) I am the duly elected Assistant Secretary of Meridian Trust Company of
California, a California trust company (the "Company");
(ii) attached hereto as Exhibit "A" is a copy of the Articles of Incorporation
of the Company, as such Articles exist as of the date hereof;
(iii) attached hereto as Exhibit "B" is a true and correct copy of a Certificate
of Authorization issued to the Company by the California Superintendent of Banks, which
Authorization has not been amended or rescinded and is in full force and effect as of the date
hereof;
(iv) attached hereto as Exhibit "C" is a true, correct and complete copy of the
Bylaws of the Company, and as such Bylaws exist as of the date hereof;
(v) attached hereto as Exhibit "D" is a true, correct, and complete copy of the
Signing Authority adopted by action of the Board of Directors of the Company and presently in
effect whereby Vice Presidents, Assistant Vice Presidents, Account Officers, Assistant Account
Officers, and Real Estate Officers are authorized, except as expressly limited therein, to execute,
sign and deliver any instrument or document on behalf of the Company in connection with the
exercise of any fiduciary or agency powers;
(vi) attached hereto as Exhibit "E" is a list of the persons who, as of the date
hereof, are certain duly elected officers of the Company, which list sets forth the title and
signature of each such officer next to his or her typed name, with which signatures I am
personally familiar and do certify as to their authenticity; and
(vii) the serving by the Company in the capacities required in connection with
the transaction described in Exhibit "F" attached hereto has, as of the date hereof, been duly
approved by the Company;
(viii) there are no proceedings pending or contemplated for the dissolution of the
Company.
IN WITNESS WHEREOF, I have hereunto executed this Certificate as Assistant
Secr of the Company and affixed the seal of this Company this rceday of
, 1994.
Judy Day , Assis t Secretary
(Corporate Seal) Meridian Trust Company of California
ONE WORLD TRADE CENTER BROWN WOOD
O O D
& YY 615 CONNECTICUT AVENUE,N.'✓J.
NEW vO RK. N.Y. 1 0048-05 5 7
WASHINGTON. D.C. 20006-4004
TELEPHONE: 212-839-5300
FACSIMILE:
212-639-5599 10900 WILSHIRE BOULEVARD TELEPHONE: 202-973-0600
FACSIM ILE: 202-223-0485
Los ANGELES, CALIFORNIA 90024-3959
555 CALI FORNIA STREET
172 WEST STATE STREET
SAN FRANCISCO, CA. 94104-1715 TELEPHON E: 310-443-0200
TRENTON, N.J. 06608-1104
TELEPHONE: 415-772-1200 FACSIM ILE: 310-208-5740
TELEPHONE: 609-393-0303
FACSIMILE: 415-397-4621
FACSIMILE: 609-393-1 990
SHIROYAMA JT MORI BUILDING. STH FLOOR
3-1, TORANOMON 4-CHOME, MINATO-KU BLACKWELL HOUSE
TOKYO 105, JAPAN GUILDHALL YARD
TELEPHONE: 03-5472-5360 LONDON EC2V 5AB
TELEPHONE:03-5472-5058 071-606-1888
FACSIMILE: 07 1-796-1 807
PRELIMINARY BLUE SKY SURVEY
$105, 000, 000
(Approximate)
SANTA ANA FINANCING AUTHORITY
Police Administration and Holding Facility
Lease Revenue Bonds, Series 1994A
February 25, 1994
SMITH BARNEY SHEARSON INC.
PRUDENTIAL SECURITIES INCORPORATED
RAUSCHER PIERCE REFSNES INC.
c/o Smith Barney Shearson Inc.
333 South Grand Street, 51st Floor
Los Angeles, California 90071
Ladies and Gentlemen:
In connection with the proposed offering of approximately
$105, 000, 000 aggregate principal amount of Police Administration
and Holding Facility Lease Revenue Bonds, Series. 1994A (the
"Bonds") , of the Santa Ana Financing Authority (the ."Authority" ) ,
we submit herewith our survey which indicates the jurisdictions in
which the Bonds may be sold by you as the Underwriters and by any
other dealers or brokers in compliance with the "blue sky" or
securities laws of such jurisdictions .
We have prepared this survey as attorneys admitted to practice
in California and have not obtained opinions of local counsel in
other jurisdictions. Our survey is based upon an examination of
the statutes-and; reguiations, if any, of the various jurisdictions
as reported in standard compilations, upon interpretive advice
obtained from representatives of certain securities commissions and
upon the information contained in the current form of the
preliminary official statement relating to the Bonds furnished by
the Authority. Our survey is based further upon the fact that the
Authority is a joint powers agency organized under the laws of the
State of California. Our survey is also based upon advice from
Municipal Bond Investors Assurance Corporation, which has
unconditionally guaranteed payment of principal and interest on the
Bonds, as to the jurisdictions in which that insurer is authorized
to do business.
Our survey is subject to the broad discretionary powers of
securities commissioners or other authorized officials to withdraw
or deny the exempt status accorded by statute to particular classes
of securities, to require additional information and to issue stop
orders or to revoke or to suspend permits where they have been
granted. Our survey does not purport to cover the requirements or
restrictions, if any, with respect to advertising matter. In those
jurisdictions where persons registered or licensed as dealers or
brokers may sell the Bonds, it is assumed that such persons have
complied with applicable statutes and regulations concerning
dealers or brokers and concerning the registration or licensing of
salesmen.
Any statement in our survey with respect to sales to banks,
savings institutions, trust companies, insurance companies or the
like refers only to the requirements of the securities laws
relating to such sales and does not purport to cover the question
of whether the Bonds will be legal for investment by such
institutions.
Very truly yours,
BROWN & WOOD
2
$105, 000, 000
(Approximate)
SANTA ANA FINANCING AUTHORITY
Police Administration and Holding Facility
Lease Revenue Bonds, Series 1994A
PRELIMINARY BLUE SKY SURVEY
PART I
SALES TO THE PUBLIC
A.
Our survey indicates that the Bonds may be sold to the public
in the following jurisdictions without registration or other
filings relating thereto by reason of available exemptions or
otherwise, subject to the specific requirement that the sellers
must be registered or licensed as dealers or brokers therein:
Alabama Kansas Oklahoma
Alaska Kentucky Oregon
Arizona Louisiana Pennsylvania
Arkansas Maine Puerto Rico
California Maryland Rhode Island
Colorado Massachusetts South Carolina
Connecticut Michigan South Dakota
Delaware Mississippi Tennessee
District of Missouri Texas
Columbia Montana Utah
Florida Nebraska Vermont
Georgia Nevada Virginia
Hawaii New Jersey Washington
Idaho New Mexico West Virginia
Illinois North Carolina Wisconsin
Indiana North Dakota Wyoming
Iowa Ohio
1
B.
Our survey indicates that in New York certain action must be
taken to establish an exempt status for the Bonds for sale to the
public by dealers or brokers registered or licensed therein. Such
action is being taken and, before any of the Bonds are sold in this
jurisdiction, inquiry should be made of Smith Barney Shearson Inc.
as to whether the action required to be taken has been completed.
C.
No action is being taken to qualify the Bonds for sale to the
public in the following jurisdictions:
Minnesota New Hampshire
PART II
EXEMPT TRANSACTIONS
Our survey indicates that the Bonds may be sold in the
following jurisdictions to the institutions or persons noted below
without registration or other filings therein relating to the Bonds
and without the sellers thereof being required to be registered or
licensed as dealers or brokers therein, except as otherwise
indicated:
Alabama To any bank, savings institution, credit union,
trust company, insurance company, investment
company as defined in the Investment Company
Act of 1940, pension or profit-sharing trust,
or other financial institution or
institutional buyer, or to any dealer, whether
the purchaser is acting for itself or in some
fiduciary capacity.
Alaska To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in Alaska
and effects transactions in Alaska exclusively
with or through such persons or institutions.
Arizona To any bank, savings institution, insurance
company, dealer, any agency or instrumentality
2
of the United States or of a state, or to any
person a principal part of whose business
consists of buying securities .
Arkansas To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in
Arkansas and effects transactions in Arkansas
exclusively with or through such persons or
institutions .
California To any broker-dealer, bank, savings and loan
association, trust company, insurance company,
investment company registered under the
Investment Company Act of 1940, pension or
profit-sharing trust (other than an individual
retirement account) ; any organization
described in section 501 (c) (3) of the Internal
Revenue Code, as amended December 29, 1981,
which has total assets (including endowment,
annuity and life income funds) of not less
than $5, 000, 000 according to its most recent
audited financial statement; any corporation
which has a net worth on a consolidated basis
according to its most recent audited financial
statement of not less than $14, 000, 000; any
wholly-owned subsidiary of any of the
foregoing institutional investors; or to the
federal government, any agency or
instrumentality of the federal government, any
corporation wholly owned by the federal
government, any state, any city, city and
county, or county, or any agency or
instrumentality of a state, city, city and
county, or county, or any state university or
state college, and any retirement system for
the benefit of employees of any of the
foregoing; provided that the person making the
sale, if not registered, is registered as a
broker or dealer under the Securities Exchange
Act of 1934, has not previously had any
certificate denied or revoked under the
California Corporate Securities Law of 1968 or
any predecessor statute, has no place of
business in California and does not direct
offers to sell or buy into California in any
3
manner to persons or institutions other than
the foregoing.
Colorado To any depository institution, insurance
company, separate account of an insurance
company, investment company or business
development company as defined in the
Investment Company Act of 1940, private
business development company as defined in the
Investment Advisers Act of 1940, employee
pension, profit-sharing or benefit plan (if
the plan has total assets in excess of
$5, 000, 000 or its investment decisions are
made by a named fiduciary, as defined in the
Employee Retirement Income Security Act of
1974, that is either a broker-dealer
registered under the Securities Exchange Act
of 1934, an investment adviser registered or
exempt from registration under the Investment
Advisers Act of 1940, a depository institution
or an insurance company) , any entity, other
than an individual, a substantial part of
whose business activities consists of
investing, purchasing, selling or trading in
securities of more than one issuer and not of
its own issue and that has total assets in
excess of $5, 000, 000 at the end of its latest
fiscal year, small business investment company
licensed by the Small Business Administration,
or other institutional buyer, or to any
broker-dealer, whether the purchaser is acting
for itself or in some fiduciary capacity,
provided that the person making the sale, if
not licensed, is registered as a broker or
dealer under the Securities Exchange Act of
1934, has no place of business in Colorado and
effects transactions in Colorado exclusively
with or through such persons or institutions.
Connecticut To any state bank and trust company, national
banking association, savings bank, savings and
loan association, federal savings and loan
association, credit union, federal credit
union, trust company, insurance company,
investment company as defined in the
Investment Company Act of 1940, pension or
profit-sharing trust, or other financial
institution or institutional buyer, or to any
broker-dealer, whether the purchaser is acting
for itself or as trustee, provided that the
person making the sale, if not registered, has
no place of business in Connecticut and
effects transactions in Connecticut
4
exclusively with or through such persons or
institutions.
Delaware To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in
Delaware and effects transactions in Delaware
exclusively with or through such persons or
institutions.
District of
Columbia To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in the
District of Columbia and effects transactions
in the District of Columbia exclusively with
or through such persons or institutions.
Florida To any bank or trust company, whether acting in
its individual or fiduciary capacity, savings
institution, insurance company, dealer,
regulated investment company, or to any
pension or profit-sharing plan having assets
of not less than $500, 000 .
Georgia To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of' 1940,
real estate investment trust, small business
investment corporation, pension or
profit-sharing plan or trust, or other
financial institution, or to any dealer,
whether the purchaser is acting for itself or
in some fiduciary capacity.
Hawaii To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any dealer, whether the purchaser is
5
acting for itself or as trustee, provided that
the person making the sale, if not registered,
has no place of business in Hawaii and effects
transactions in Hawaii exclusively with or
through such persons or institutions .
Idaho To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in Idaho
and effects transactions in Idaho exclusively
with or through such persons or institutions.
Illinois To any corporation, bank, savings bank, savings
institution, trust company, insurance company,
building and loan association, dealer, pension
fund or pension trust, employees' profit
sharing trust, other financial institution or
institutional investor, any government or
political subdivision or instrumentality
thereof, whether the purchaser is acting for
itself or in some fiduciary capacity, or to
any partnership or other association engaged
as a substantial part of its business or
operations in purchasing or holding
securities, or to any trust in respect of
which a bank or trust company is trustee or
co-trustee or to any entity in which at least
90% of the equity is owned by persons
described above or "accredited investors, " or
to any employee benefit plan as defined.
Indiana To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in
Indiana and effects transactions in Indiana
exclusively with such persons or institutions.
Iowa To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
6
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in Iowa
and effects transactions in Iowa exclusively
with or through such persons or institutions.
Kansas To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer or underwriter.
Kentucky To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or in some fiduciary
capacity.
Louisiana To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
real estate investment trust, small business
investment corporation, pension or
profit-sharing plan or trust, other financial
institution, or to any dealer, whether the
purchaser is acting for itself or in some
fiduciary capacity.
Maine To any depository institution or depository
institution holding company; insurance
company; separate account of an insurance
company; investment company or business
development company as defined in. the
Investment Company Act of 1940; any entity,
other than a natural person, a substantial
part of whose business consists of investing,
purchasing, selling or trading in securities
of more than one issuer and not of its own
issue and that has gross assets in excess of
$1, 000, 000 at the end of its latest fiscal
year; any employee pension and profit-sharing
or benefit plan meeting certain conditions;
small business investment company licensed by
the Small Business Administration; or any
entity organized and operated not for profit
as described in section 501 (c) (3) of the
Internal Revenue Code with total assets in
7
excess of $5, 000, 000 ; whether the purchaser is
acting for itself or others in a fiduciary
capacity; or to any broker-dealer; provided
that the person making the sale, if not
licensed, is registered as a broker or dealer
under the Securities Exchange Act of 1934 and
effects transactions in Maine exclusively with
or through such persons or institutions.
Maryland To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in
Maryland and effects transactions in Maryland
exclusively with or through such persons or
institutions.
Massachusetts To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in
Massachusetts and effects transactions in
Massachusetts exclusively with or through such
persons or institutions.
Michigan To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust the assets of
which are managed by an institutional manager,
the state treasurer, other financial
institution, or to any broker-dealer, whether
the purchaser is acting for itself or as
trustee, provided that the person making the
sale, if not registered, has no place of
business in Michigan and effects transactions
in Michigan exclusively with or through such
persons or institutions.
Minnesota To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
8
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or in some fiduciary
capacity, provided that the person making the
sale, if not registered, has no place of
business in Minnesota and effects transactions
in Minnesota exclusively with or through such
persons or institutions .
Mississippi To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or in some fiduciary
capacity, provided that the person making the
sale, if not registered, has no place of
business in Mississippi and effects
transactions in Mississippi exclusively with
or through such persons or institutions.
Missouri To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in
Missouri and effects transactions in Missouri
exclusively with or through such persons or
institutions .
Montana To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
' financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or in some fiduciary
capacity.
Nebraska To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or in some fiduciary
capacity.
9
Nevada To any depository institution, insurance
company, separate account of an insurance
company, investment company as defined in the
Investment Company Act of 1940, employee
pension, profit-sharing or benefit plan (if
the plan has total assets in excess of
$5, 000, 000 or its investment decisions are
made by a named fiduciary, as defined in the
Employee Retirement Income Security Act of
1974, that is either a broker-dealer
registered under the securities Exchange Act
of 1934, an investment adviser registered or
exempt from registration under the Investment
Advisers Act of 1940, a depository institution
or an insurance company) , and any other
institutional buyer, whether the purchaser is
acting for itself or in some fiduciary
capacity, or to any broker-dealer, provided
that the person making the sale, if not
licensed, is registered as a broker or dealer
under the Securities Exchange Act of 1934, has
no place of business in Nevada and effects
transactions in Nevada exclusively with or
through such persons or institutions.
New Hampshire To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or in some fiduciary
capacity, provided that the person making the
sale, if not registered, has no place of
business in New Hampshire and effects
transactions in New Hampshire exclusively with
or through such persons or institutions.
New Jersey To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, effects transactions in New Jersey
exclusively with or through such persons or
institutions.
New Mexico To any depository institution, insurance
company, separate account of an insurance
company, investment company or business
10
development company as defined in the
Investment Company Act of 1940, employee
pension, profit-sharing or benefit plan
meeting certain conditions, small business
investment company licensed by the Small
Business Administration, any other financial
or institutional investor as the Director of
the Securities Division by rule or order
designates including, but not limited to, any
entity, other than a natural person, which is
directly engaged in the business of, and
derives at least 80% of its annual gross
income from, investing, purchasing, selling or
trading in securities of more than one issuer
and not of its own issue, and that has gross
assets in excess of $5, 000, 000 at the end of
its latest fiscal year, any entity organized
and operated not for private profit as
described in section 501 (c) (3) of the Internal
Revenue Code with total assets in excess of
$5, 000, 000, any state, political subdivision
of a state or any agency or corporate or other
instrumentality of a state or a political
subdivision of a state, whether the purchaser
is acting for itself or others in a fiduciary
capacity, or to any broker-dealer, provided
that the person making the sale, if not
licensed, is registered as a broker or dealer
under the Securities Exchange Act of 1934, has
no place of business in New Mexico and effects
transactions in New Mexico exclusively with or
through such persons or institutions .
North Carolina. To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any dealer, whether the purchaser is
acting for itself or as trustee, provided that
the person making the sale, if not registered,
has no place of business in North Carolina and
effects transactions in North Carolina
exclusively with or through such persons or
institutions. A person registered as a dealer
in North Carolina may sell to any corporation
which has a net worth in excess of $1, 000, 000
as determined by generally accepted accounting
principles in addition to the foregoing
persons and institutions.
North Dakota. . . To any bank, savings institution, trust company,
insurance company, investment company as
11
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any dealer.
Ohio To any dealer. A person licensed as a dealer in
Ohio may sell to any corporation, bank, trust
company, building and loan association,
savings association, insurance company,
pension fund or trust, employees'
profit-sharing fund or trust, any association
engaged, as a substantial part of its business
or operations, in purchasing or holding
securities, or to any trust in respect of
which a bank, trust company, building and loan
association or savings association is trustee
or co-trustee, or to any dealer.
Oklahoma To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in
Oklahoma and effects transactions in Oklahoma
exclusively with or through such persons or
institutions .
Oregon To any bank, savings institution, trust company,
insurance company, investment company, pension
or profit-sharing trust, or other financial
institution or institutional buyer, or to any
broker-dealer, mortgage broker or mortgage
banker, whether the purchaser is acting for
itself or in a fiduciary capacity when the
purchaser has discretionary authority to make
investment decisions .
Pennsylvania To any bank, insurance company, pension or
profit-sharing plan or trust, investment
company as defined in the Investment Company
Act of 1940, other financial institution or
any person, other than an individual, which
controls any of the foregoing, the federal
government, the state or any agency or
political subdivision thereof, or any other
person so designated by regulation of the
Pennsylvania Securities Commission, or to any
broker-dealer, whether the purchaser is acting
for itself or in some fiduciary capacity,
12
provided that the person making the sale, if
not registered, has no place of business in
Pennsylvania and effects transactions in
Pennsylvania exclusively with or through such
persons or institutions .
Puerto Rico. . . . To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Companies Act of
Puerto Rico, pension or profit-sharing trust,
or other financial institution or
institutional buyer, or to any broker-dealer,
whether the purchaser is acting for itself or
as trustee, provided that the person making
the sale, if not registered, has no place of
business in Puerto Rico and effects
transactions in Puerto Rico exclusively with
or through such persons or institutions .
Rhode Island. . . To any depository institution, insurance
company, separate account of an insurance
company or investment company as defined in
the Investment Company Act of 1940, employee
pension, profit-sharing or benefit plan (if
the plan has total assets in excess of
$5, 000, 000 or its investment decisions are
made by a named fiduciary, as defined in the
Employee Retirement Income Security Act of
1974, that is either a broker-dealer
registered under the Securities Exchange Act
of 1934, an investment adviser registered or
exempt from registration under the Investment
Advisers Act of 1940, a depository institution
or an insurance company) , or other
institutional buyer, or to any broker-dealer,
whether the purchaser is acting for itself or
in some fiduciary capacity, provided that the
person making the sale, if not licensed, is
registered as a broker or dealer under the
Securities Exchange Act of 1934, has no place
of business in Rhode Island and effects
transactions in Rhode Island exclusively with
or through such persons or institutions .
South Carolina. To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in South
13
Carolina and effects transactions in South
Carolina exclusively with or through such
persons or institutions .
South Dakota To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or in some fiduciary
capacity, provided that the person making the
sale, if not registered, has no place of
business in South Dakota and effects
transactions in South Dakota exclusively with
or through such persons or institutions.
Tennessee To any bank, trust company, insurance company,
investment company registered under the
Investment Company Act of 1940, any holding
company which controls any of the foregoing,
any trust or fund over which any of the
foregoing has or shares investment discretion,
or any other person (other than a
broker-dealer) engaged as a substantial part
of its business in investing in securities, in
each case having a net worth in excess of
$1, 000, 000, or to any broker-dealer, provided
that the person making the sale, if not
registered, is registered as a broker or
dealer with the Securities and Exchange
Commission or is a member of the National
Association of Securities Dealers, Inc. , has
no place of business in Tennessee and effects
transactions in Tennessee exclusively with or
through such persons or institutions.
Texas To any bank, trust company, building and loan
association, insurance company, surety or
guaranty company, savings institution,
investment company as defined in the
Investment Company Act of 1940, small business
investment company as defined in the Small
Business Investment Act of 1958, or to any
registered dealer actually engaged in buying
and selling securities .
Utah To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
14
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in Utah
and effects transactions in Utah exclusively
with or through such persons or institutions .
Vermont To any registered or exempt broker-dealer in
Vermont which is registered under the
Securities Exchange Act of 1934 , provided that
the person making the sale, if not registered
in Vermont, has no place of business therein
and effects transactions in Vermont
exclusively with such persons . A person
registered as a broker-dealer in Vermont may
sell to any depository institution, insurance
company, separate account of an insurance
company, investment company as defined in the
Investment Company Act of 1940, any employee
pension, profit-sharing or benefit plan
meeting certain conditions, or other financial
institution or institutional buyer which
qualifies as an "accredited investor" under
Regulation D of the Securities and Exchange
Commission or to any other institutional buyer
as the Commissioner of Banking and Insurance
may add by rule or order, whether the
purchaser is acting for itself or in a
fiduciary capacity.
Virginia To any corporation, investment company or
pension or profit-sharing trust or to any
broker-dealer.
Washington To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or in some fiduciary
capacity.
West Virginia To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in West
Virginia and effects transactions in West
15
Virginia exclusively with or through such
persons or institutions .
Wisconsin To any bank, savings institution, credit union,
trust company, insurer, broker-dealer,
investment adviser or savings and loan
association, if the purchaser or the
prospective purchaser is acting for itself or
as trustee with investment control, or to an
investment company as defined under 15 USC
80a-3 , or a pension or profit-sharing trust,
or to the state or any of its agencies or
political subdivisions, or to the federal
government or any of its agencies or
instrumentalities, or to any financial
institution or institutional investor
designated by rule or order of the
Commissioner, including any endowment or trust
fund of a charitable organization specified in
section 170 (b) (1) (A) of the Internal Revenue
Code, any issuer which has any class of
securities registered under section 12 of the
Securities Exchange Act of 1934 (and any
wholly-owned subsidiary thereof) , any small
business investment company licensed under the
Small Business Investment Act of 1958 and any
corporation, partnership or association that
has been in existence for five years or whose
net assets exceed $250, 000 and either whose
principal purpose as stated in its articles,
by-laws or other organizational instruments is
investing in securities or whose primary
business is investing in developmental stage
companies or eligible small business companies
as defined in the regulations of the Small
Business Administration at 13 CFR 108 .2,
provided that the person making the sale, if
not registered, effects transactions in
Wisconsin exclusively for the account of, or
exclusively in offers to sell or sales to,
such persons or institutions.
Wyoming To any bank, savings institution, trust company,
insurance company, investment company as
defined in the Investment Company Act of 1940,
pension or profit-sharing trust, or other
financial institution or institutional buyer,
or to any broker-dealer, whether the purchaser
is acting for itself or as trustee, provided
that the person making the sale, if not
registered, has no place of business in
Wyoming and effects transactions in Wyoming
16
exclusively with or through such persons or
institutions .
17
•
ONE WORLD TRACE CENTER BROWN & WOOD DID CONNECTICUT AVENUE.N.W.
NEW YORK, NY. )
WASHINOTON. D.C. 20006-4004
TELEPHONE: 21E-639-5300 TELEPHONE: 202•073-0800
FACSIMILE: 112-639-5S99 555 CALIFORNIA STREET FACSIMILE: 202-223.048E
SAN FRANCISCO, CA. 94104-1715 ne WEST STATE STREET
10000 WILSHIRE SOULEVARO
LOS ANGELES, CA, 00024-3059 TELEPHONE:415-772-1200 TRENTON, N.J. 05005.1104
TELEPHONE: 310-443-0200 FACSIMILE:415.397-4621 TELEPHONE: S00-393-0303
FACSIMILE:509U93-I9DO
FACSIMILE: 110-YOB-B NO
SHIROYAMAJT MORI SUILDINO, ISTH FLOOR SLACEWELL MOUSE
3-1, TORANOMON 4-CMOME, MINATO-KU GUILDHALL YARD
TOKYO 108, JAPAN LONDON tC2V SAS
TELEPHONE: 03-5472-5360 TELEPHONES 071-606-1566
FACSIMILE, 071-JD6-ISO)
FACSIMILE: OY84)2.5065
SUPPLEMENTAL BLUE SKY SURVEY
$107, 399, 438 . 50
SANTA ANA FINANCING AUTHORITY
Police Administration and Holding Facility
Lease Revenue Bonds, Series 1994A
March 23 , 1994
SMITH BARNEY SHEARSON INC.
PRUDENTIAL SECURITIES INCORPORATED
RAUSCHER PIERCE REFSNES INC.
c/o Smith Barney Shearson Inc.
333 South Grand Street, 51st Floor
Los Angeles, California 90071
Ladies and Gentlemen:
We wish to supplement our Preliminary Blue Sky Survey dated
February 25, 1994 (the "Preliminary Survey") relating to the
proposed sale of approximately $105, 000, 000 aggregate principal
amount of Police Administration and Holding Facility Lease Revenue
Bonds, Series 1994A (the "Bonds") , of the Santa Ana Financing
Authority.
No action was taken by us to permit the sale of the Bonds to
the public in New York. Consequently, sales may not be made to the
public therein.
In all other respects, the Preliminary Survey remains
unchanged.
Very truly yours,
BROWN & WOOD
17000\00123\11849.1 2
•
SECRETARY'S CERTIFICATE
I, JANICE C. GUY, Secretary of the Santa Ana Financing Authority (the
"Authority"), hereby certify as follows:
Attached hereto as Exhibit A is a full, true and correct copy of Resolution No.
94-001 SAFA, adopted on February 22, 1994, during a meeting of the Authority. Such
meeting was duly and legally held at the regular meeting place of the Authority. All of the
members of the Authority had due notice of such meetings and a majority thereof were
present at such meeting.
I have carefully compared the same with the original minutes of said meetings
on file and of record in my office, and the foregoing is a full, true and correct copy of the
resolution adopted at the said meeting and entered in said minutes. Said resolution has not
been amended, modified or rescinded since the date of its respective adoption, and the same
is now in full force and effect.
Attached hereto as Exhibit B is a full, true, and correct copy of the Joint
Exercise of Powers Agreement, dated as of March 1, 1993, by and between the City of Santa
Ana and the Redevelopment Agency of the City of Santa Ma. Such document has not been
amended, modified or rescinded since the date of its execution, and the same is now in full
force and effect.
Attached hereto as Exhibit C is a full, true and correct copy of the original
By-laws of the Authority, dated August 2, 1993, and that said By-laws have not been
modified, amended or rescinded since the date of their adoption, and the same are now in
full force and effect.
Dated: March 23, 1994.
Z .
Janice C. Guy,
Secretary of the
Santa Ana Financing Authority
LAI-69935.2
EXHIBIT A
PLEASE SEE TAB#14 IN THIS TRANSCRIPT FOR
RESOLUTION NO. 94-001 SAFA
LA1-63221.5
EXHIBIT B
JOINT EXERCISE OF POWERS AGREEMENT
LA1-63221.5
JOINT EXERCISE OF POWERS AGREEMENT
by and between the
CITY OF SANTA ANA
and the
COMMUNITY REDEVELOPMENT AGENCY OF THE CITY OF SANTA ANA
creating the
SANTA ANA FINANCING AUTHORITY
Dated as of August 1, 1993
[A145527.2
JOINT EXERCISE OF POWERS AGREEMENT
THIS AGREEMENT, dated as of May 1, 1993 (this
"Agreement") , by and between the CITY OF SANTA ANA, a charter city
duly organized and existing under the Constitution and laws of the
State of California (the "City") , and the COMMUNITY REDEVELOPMENT
AGENCY OF THE CITY OF SANTA ANA, a public body, corporate and
politic, duly organized and existing under the laws of the State of
California (the "Agency") ,
WITNESSET H:
WHEREAS, Articles 1, 2 and 4 of Chapter 5 of Division 7
of Title 1 of the Government Code of the State of California (the
"Act") authorize the City and the Agency to create a joint exercise
of powers entity (the "Santa Ana Financing Authority" or the
"Authority") which has the power to jointly exercise any powers
common to the City and the Agency and to exercise the powers
granted to it under the Act;
WHEREAS, the City and the Agency are each empowered by
law to undertake certain projects and programs;
WHEREAS, the City is authorized to buy, sell and lease
property and to issue bonds, expend bond proceeds, and borrow and
loan money for certain public purposes pursuant to the Government
Code of the State of California;
WHEREAS, the Agency is authorized to buy, sell and lease
property and to issue bonds, expend bond proceeds, and borrow and
loan money for any of its corporate purposes pursuant to the
IA145527.2
provisions of the Community Redevelopment Law of the State of
California;
WHEREAS, Article 4 of Chapter 5 of Division 7 of Title 1
of the Government Code of the State of California (the "Marks-Roos
Local Bond Pooling Act of 1985") authorizes and empowers the
Authority to issue bonds and to purchase bonds issued, or to make
loans to, the Agency or the City for financing public capital
improvements, working capital, liability and other insurance needs,
or projects whenever there are significant public benefits, as
determined by the Agency or the City, as the case may be;
WHEREAS, the Marks-Roos Local Bond Pooling Act of 1985
further authorizes and empowers the Authority to sell bonds so
issued or purchased to public or private purchasers at public or
negotiated sale; and
WHEREAS, by this Agreement, the City and the Agency
desire to create and establish the Santa Ana Financing Authority
for the purposes set forth herein and to exercise the powers
described herein;
NOW, THEREFORE, the City and the Agency, for and in
consideration of the mutual promises and agreements herein
contained, do agree as follows:
SECTION 1. DEFINITIONS
Unless the context otherwise requires, the terms defined
in this Section 1 shall for all purposes of this Agreement have the
meanings herein specified.
LA1455272 2
Act
The term "Act" shall mean Articles 1, 2 and 4 of
Chapter 5 of Division 7 of Title 1 of the Government Code of the
State of California, including the Marks-Roos Local Bond Pooling
Act of 1985, as amended.
Agency
The term "Agency" shall mean the Community Redevelopment
Agency of the City of Santa Ana, a public body, corporate and
politic, duly organized and existing under and by virtue of the
laws of the State of California.
Authority
The term "Authority" shall mean the Santa Ana Financing
Authority created by this Agreement.
Board
The term "Board" shall mean the governing board of the
Authority.
Bond Purchase Agreement
The term "Bond Purchase Agreement" shall mean an
agreement of the Authority to purchase bonds or any other evidence
of indebtedness of the Agency or the City solely from funds
received from the Authority's simultaneous sale of such bonds or
any other evidence of indebtedness to the purchaser or purchasers
named therein, on the terms and conditions set forth therein.
LA145527.2 3
Bonds
The term "Bonds" shall mean bonds and any other evidence
of indebtedness of the Authority authorized and issued pursuant to
the Act.
City
The term "City" shall mean the municipal corporation
known as the City of Santa Ana, a general law city duly organized
and existing under and by virtue of the constitution and laws of
the State of California.
Law
The term "Law" means the Community Redevelopment Law of
the State of California (being Part I of Division 24 of the Health
and Safety Code of the State of California, as amended) and Article
11 of Chapter 3 of Part 1 of Division 2 of Title 5 of the
Government Code of the State of California, and all laws amendatory
thereof or supplemental thereto.
SECTION 2 . PURPOSE
This Agreement is made pursuant to the Act and for the
purpose of assisting in the financing and refinancing pf certain
redevelopment activities of the Agency and certain public programs
and projects of the City, and for the purpose of aiding in the
financing and refinancing of public capital improvements as defined
in the Act, by exercising the powers referred to in the recitals
hereof and described in Section 5 herein.
LAI45527.2 4
SECTION 3 . TERM
Subject to the provisions of Section 16, this Agreement
shall become effective as of the date hereof and shall continue in
full force and effect until terminated by agreement of the Agency
and the City.
SECTION 4 . AUTHORITY
A. Creation of Authority
There is hereby created pursuant to the Act an agency and
public entity to be known as the "Santa Ana Financing Authority. "
As provided in the Act, the Authority shall be a public entity
separate from the City and the Agency. The debts, liabilities and
obligations of the Authority shall not constitute debts,
liabilities or obligations of the City or the Agency.
Within 30 days after the effective date of this Agreement
or any amendment hereto, the Authority will cause a notice of this
Agreement or any such amendment to be prepared and filed with the
office of the Secretary of State of the State of California in the
manner set forth in Section 6503 .5 of the Act.
B. Governing Board
The Authority shall be administered by the Board whose
members shall be, at all times, the Mayor of the City and the
members of the City Council. The term of office of any member of
the Board shall terminate when such member of the Board shall cease
to be the Mayor or a member of the City Council; and the successor
to the Mayor or such member of the City Council shall thereupon
become a member of the Board.
r.ni-45527.2 5
1 '
Members of the Board shall not receive any compensation
for serving as such, but shall be entitled to reimbursement for any
expenses actually incurred in connection with serving as a member
if the Board shall determine that such expenses shall be reimbursed
and there are unencumbered funds available for such purpose.
C. Meetings of Board
(1) Regular Meetings. The, Board shall hold at
least one regular meeting each year, and, by resolution, may
provide for the holding of regular meetings at more frequent
intervals. The date upon which, and the hour and place at which,
each such regular meeting shall be held shall be fixed by
resolution of the Board.
(2) Legal Notice. All meetings of the Board shall
be called, noticed, held and conducted subject to the provisions of
the Ralph M. Brown Act (Chapter 9 of Part 1 of Division 2 of Title
5 of the Government Code of the State of California (Sections
54950-54961) ) or any successor legislation hereinafter enacted.
(3) Minutes. The secretary of the Authority shall
cause minutes of all meetings of the Board to be kept and shall, as
soon as possible after each meeting, cause a copy of the minutes to
be forwarded to each member of the Board and to the City and the
Agency.
(4) Ouorum. A majority of the members of the Board
shall constitute a quorum for the transaction of business, except
that less than a quorum may adjourn meetings from time to time.
LAI45527.2 6
D. Officers; Duties; Bonds
(1) The Officers of the Authority shall be the
Chair, Vice-Chair, Executive Director, Secretary, Treasurer and
Controller. With the exception of the Treasurer and Controller,
the officers of the Authority shall be the persons serving in those
offices of the City specified in the By-Laws of the Authority
adopted by the Board and shall have the powers vested in them
pursuant to such By-Laws and such other powers as may be granted by
'the Board from time to time by resolution.
(2) The Executive Director/Finance and Management
Services Agency of the City is hereby designated as Treasurer of
the Authority. Subject to the applicable provisions of any trust
agreement, indenture or resolution providing for a trustee or other
fiscal agent, the Treasurer is designated as the depositary of the
Authority to have custody of all the money of the Authority, from
whatever source, and, as such, shall have the powers, duties and
responsibilities specified in Section 6505. 5 of the Act.
(3) The Executive Director/Finance and Management
Services Agency is hereby designated as Controller of the
Authority, and, as such, shall have the powers, duties and
responsibilities specified in Section 6505.5 of the Act. The
Controller shall draw checks to pay demands against the Authority
when such demands have been approved by the Authority.
(4) - The City shall determine the charges to be made
against the Authority for the services of the Treasurer and
Controller.
LAI-45527.2 7
(5) The Treasurer and Controller of the Authority
are designated as the public officers or persons who have charge
of, handle, or have access to any property of the Authority, and
each such officer shall file an official bond in the amount of
$25, 000 as required by Section 6505. 1 of the Act; provided, that
such bond shall not be required if the Authority does not possess
or own property or funds with an aggregate_ value of greater than
$500. 00 (excluding amounts held by a trustee or other fiduciary in
connection with any Bonds) .
(6) The Board shall have the power to appoint such
other officers and employees as it may deem necessary and to retain
independent counsel, consultants and accountants.
SECTION 5. POWERS
The Authority shall have such powers as may be exercised
under the Act in order to assist the City and the Agency in
financing capital improvements, working capital, liability and
other insurance needs or projects wherever the City or the Agency,
as the case may be, shall determine that there are significant
public benefits to be derived from such assistance.
The Authority shall have the power to purchase, with the
amounts received or to be received by it pursuant to a Bond
Purchase Agreement, bonds issued by the Agency under the Law or
bonds or other evidences of indebtedness issued by the City at
public or negotiated sale, for the purposes set forth in Section 2
hereof, all in accordance with the Act. Any such bonds or other
evidences of indebtedness so purchased may be held by the Authority
LA145527.2 8
or sold to public or private purchasers at public or negotiated
sale, in whole or in part. The Authority shall set any other terms
and conditions on any purchase or sale of bonds or other evidences
of indebtedness contemplated herein as it deems to be necessary,
appropriate and in the public interest, in furtherance of the Act.
The Authority shall have the power, in its own name, to
by, sell or lease property and to issue, sell and deliver Bonds for
any purpose authorized under the Act.
The Authority is authorized, in its own name, to do all
acts necessary for the exercise of said powers for said purposes,
including but not limited to any or all of the following: to make
and enter into contracts; to employ agents and employees; and to
sue and be sued in its own name.
Except as otherwise provided herein, such power shall be
exercised subject only to such restrictions upon the manner of
exercising such power as are imposed upon the City in the exercise
of similar powers, as provided in Section 6509 of the Act.
Notwithstanding the foregoing, the Authority shall have
any additional powers conferred under the Act or under .applicable
law, insofar as such additional powers may be necessary to
accomplish the purposes set forth in Section 2 hereof.
SECTION 6. TERMINATION OF POWERS
Subject to the provisions of Section 16, the Authority
shall continue to exercise the powers herein conferred upon it
until the termination of this Agreement or until the City and the
Agency shall have mutually rescinded this Agreement.
IA145527.2 9
SECTION 7 . FISCAL YEAR
Unless and until changed by resolution of the Board, the
fiscal year of the Authority shall be the period from July 1 of
each year to and including the following June 30, except for the
first fiscal year which shall be the period from the date of this
Agreement to June 30, 1993 .
SECTION 8 . DISPOSITION OF ASSETS
At the end of the' term hereof or upon the earlier
termination of this Agreement as set forth in Section 6 hereof, all
assets of the Authority shall be distributed to the respective
grantors and assignors thereof.
SECTION 9. CONTRIBUTIONS AND ADVANCES
Contributions or advances of public funds and of
personnel, equipment or property may be made to the Authority by
the City and the Agency for any of the purposes of this Agreement.
Payment of public funds may be made to defray the cost of any such
contribution. Any such advance shall be made subject to repayment,
and shall be repaid, in the manner agreed upon by the City or the
Agency, as the case may be, and the Authority at the time of making
such advance. It is mutually understood and agreed that neither
the City nor the Agency has any obligation to make advances or
contributions to the Authority to provide for the costs and
expenses of administration of the Authority, even though either may
do so. The City or the Agency may allow the use of personnel,
equipment or property in lieu of other contributions or advances to
the Authority.
IAlr5527.2 10
SECTION 10. AGREEMENT NOT EXCLUSIVE
This Agreement shall not be exclusive and shall not be
deemed to amend or alter the terms of other agreements between the
City and the Agency, except as the terms of this Agreement shall
conflict therewith, in which case the terms of this Agreement shall
prevail.
SECTION 11. ACCOUNTS AND REPORTS
The Authority shall establish and maintain such funds and
accounts as may be required by good accounting practice. The books
and records of the Authority shall be open to inspection at all
reasonable times by the City and the Agency and their
representatives. The Authority shall give an audited written
report of all financial activities for each fiscal year to the City
and the Agency within 210 days after the close of each fiscal year.
The Controller of the Authority shall either make or
contract with a certified public accountant or public accountant to
make an annual audit of the accounts and records of the Authority.
In each case the minimum requirements of the audit shall be those
prescribed by the State Controller for special districts under
Section 26909 of the Government Code of the State of California and
shall conform to generally accepted auditing standards. When such
an audit of any accounts and records is made by a certified public
accountant or public accountant, a report thereof shall be filed as
a public record with the City and the Agency. Such report shall be
filed within 12 months of the end of the fiscal year or years under
examination.
lA1A5527.2 11
Any costs of the audit, including contracts with, or
employment of, certified public accountants or public accountants,
in making an audit pursuant to this section shall be borne by the
Authority and shall be a charge against any unencumbered funds of
the Authority available for the purpose.
In any year the Board may, by unanimous vote and with the
unanimous approval of the City and the Agency, replace the annual
special audit with an audit covering a two-year period.
SECTION 12 . CONFLICT OF INTEREST CODE
The Authority by resolution shall adopt a Conflict of
Interest Code as required by law.
SECTION 13. BREACH
If default shall be made by the City or the Agency in any
covenant contained in this Agreement, such default shall not excuse
either the City or the Agency from fulfilling its obligations under
this Agreement and the City and the Agency shall continue to be
liable for the payment of contributions and the performance of all
conditions herein contained. The City and the Agency hereby
declare that this Agreement is entered into for the benefit of the
Authority created hereby and the City and the Agency hereby grant
to the Authority the right to enforce by whatever lawful means the
Authority deems appropriate all of the obligations of each of the
parties hereunder. Each and all of the remedies given to the
Authority hereunder or by any law now or hereafter enacted are
cumulative and the exercise of one right or remedy shall not impair
the right of the Authority to any or all other remedies.
[A1-45527.2 12
•
SECTION 14 . SEVERABILITY
Should any part, term, or provision of this Agreement be
decided by a court of competent jurisdiction to be illega]. or in
conflict with any law of the State of California, or otherwise be
rendered unenforceable or ineffectual, the validity of the
remaining parts, terms or provisions hereof shall not be affected
thereby.
SECTION 15. SUCCESSORS; ASSIGNMENT
This Agreement shall be binding upon and shall inure to
the benefit of the successors of the parties. Except to the extent
expressly provided herein, neither party may assign any right or
obligation hereunder without the consent of the other.
SECTION 16. AMENDMENT OF AGREEMENT
This Agreement may be amended, and the Authority may be
terminated or its powers may be changed, restricted or eliminated
by supplemental agreement executed by the City and the Agency at
any time; provided, that such supplemental agreement shall be
subject to any obligations and restrictions contained in any Bonds
or documents related to any Bonds to which the Authority is a
party.
SECTION 17. FORM OF APPROVALS
Whenever an approval is required in this Agreement,
unless the context specifies otherwise, it shall be given, in the
case of the Agency, by resolution duly adopted by the members of
the Agency, and, in the case of the City, by resolution duly
adopted by the City Council of the City, and, in the case of the
[AI-45527.2 13
• Authority, by resolution duly adopted by the Board. Whenever in
this Agreement any consent or approval is required, the same shall
not be unreasonably withheld.
SECTION 18 . NOTICES
Notices to the City hereunder shall be sufficient if
delivered to the City Clerk and notices to the Agency hereunder
shall be sufficient if delivered to the Secretary of the Agency.
SECTION 19. SECTION HEADINGS
All section headings contained herein are for convenience
of reference only and are not intended to define or limit the scope
of any provision of this Agreement.
IN WITNESS WHEREOF, the parties hereto have caused this
Agreement to be executed and attested by their proper officers
thereunto duly authorized, and their official seals to be hereto
affixed, as of the day and year first above written.
CITY OF SANTA ANA
By
[SEAL] oh
Ap roved asifo ci :,^
At t: �{
City Clerk -77— City Manager
COMMUNITY REDEVELOPMENT AGENCY OF
THE CITY OF SANTA ANA
By •
Chair
[SEAL]
Secre ary
APPROVED AS TO FORM
LA1d3527.2
14 ED ARD COWER
CITY Alit- EY
EXHIBIT C
BY-LAWS OF THE SANTA ANA FINANCING AUTHORITY
LAI-63221.5
BY-LAWS
OF THE
SANTA ANA FINANCING AUTHORITY
Adopted Auoust 2 , 1993
ARTICLE I. - THE AUTHORITY
Section 1 . 01. Name. The official name of the Authority
shall be the "Santa Ana Financing Authority" .
Section 1 . 02 . Authority Board Members. The Authority
shall be administered by a governing board (the "Board") whose
members shall be, at all times, the Mayor of the City of Santa Ana
(the "City") and the members of the City Council. The term of
office of a member of the Board shall terminate when such member of
the Board shall cease to be the Mayor or a member of the City
Council; and the successor to the Mayor or such member of the City
Council shall become a member of the Board.
Section 1 . 03 . Office. The business office of the
Authority shall be at 20 Civic Center Plaza, Santa Ana, California
92702, or at such other place as may be designated by the Board.
Section 1. 04 . Compensation. Board members shall not be
entitled to compensation but may receive their actual and necessary
expenses, including traveling expenses incurred in the discharge of
their duties as a Board member, but only when authorized by the
Authority and if there are unencumbered funds available for such
purpose.
uI-45529.l -1_
ARTICLE II - OFFICERS
Section 2 . 01. Officers . The Officers of the Authority
shall be the Chair, Vice-Chair, Executive Director, Secretary,
Treasurer and Controller.
Section 2 . 02 . Chair. The Chair of the Authority shall
be the member who is the Mayor of the City. The term of office for
the Chair shall be the same as the term of the Mayor of the City.
The Chair shall preside at all meetings of the Authority, and shall
submit such information and recommendations to the Board as he or
she may consider proper concerning the business, policies and
affairs of the Authority.
Section 2 . 03 . Vice-Chair. The Vice-Chair shall be the
member who is the Mayor Pro-Tem of the City. The term of office
shall be the same as the term of the Mayor Pro-Tem of the City.
The Vice-Chair shall perform the duties of the Chair in the absence
or incapacity of the Chair. In case of the resignation or death of
the Chair, the Vice-Chair shall perform such duties as are imposed
on the Chair, until such time as the members of the Board shall
elect a new Chair or a new Mayor of the City is elected, whichever
occurs first.
Section 2.04 . Executive Director. The Executive
Director shall be the person who is the City Manager of the City.
The term of office shall be the same as the term of the City
Manager of the City. The Executive Director shall serve as the
chief executive officer of the Authority and shall be responsible
for execution and supervision of the affairs of the Authority.
IAI-45529.1 2
Except as otherwise authorized by resolution of the Board, the
Executive Director or the Executive Director' s designee shall sign
all contracts, deeds and other instruments executed by the
Authority.
Section 2 . 05 . Secretary. The Secretary shall be the
person who is the Clerk of the Council and shall serve at the
pleasure of the Authority. The Secretary shall keep the records of
the Authority, shall act as Secretary at the meetings of the
Authority and record all votes, and shall keep a record of the
proceedings of the Authority in a journal of proceedings to be kept
for such purpose, and shall perform all duties incident to the
office.
Section 2 . 06. Treasurer. Pursuant to the Joint Exercise
of Powers Agreement, the Executive 'Director/Finance and Management
Services Agency of the City shall be the Treasurer of the
Authority, and shall perform the duties set forth in the Joint
Exercise of Powers Agreement.
Section 2 . 07 . Controller. Pursuant to the Joint
Exercise of Powers Agreement, the Executive Director/Finance and
Management Services Agency of the City shall be the Controller of
the Authority, and shall perform the duties set forth in the Joint
Exercise of Powers Agreement.
Section 2 . 08. Election of Officers. Confirmation of
officers shall be the first order of business at the first meeting
of the Authority, regular or special, held in each calendar year.
LA1-45529.1 3
Section 2 . 09 . Authority to Bind Authority . No member,
officer, agent or employee of the Authority, without prior specific
or general authority by a vote of the Board, shall have any power
or authority to bind the Authority by any contract, to pledge its
credit, or to render it liable for any purpose in any amount.
ARTICLE III - EMPLOYEES AND AGENTS
Section 3 . 01. Appointment of Employees and Agents. The
Authority may from time to time request from the City or the Agency
the services of such personnel, counsel or agents, permanent or
temporary, as may be necessary to carry out the business and
affairs of the Authority. The Board may in addition employ
temporary professional and technical personnel on such terms and at
such rates of compensation as the Board may determine, for the
performance of Authority business and affairs, provided that
adequate sources of funds are identified for the payment of such
temporary professional and technical services.
ARTICLE IV - MEETINGS
Section 4 . 01. Regular Meetings. Regular meetings shall
be held at the business office of the Authority, or at such other
place as the Chair may designate, on dates and at a time as fixed
by Resolution of the Authority. If at any time any regular meeting
falls on a legal holiday, such regular meeting shall be held on the
next business day at the same time. At least 72 hours before a
regular meeting, an agenda containing a brief general description
IA1.45529.1 4
of each item of business to be transacted or discussed shall be
posted at a location freely accessible to members of the public.
The agenda shall specify the time and location of the regular
meeting. No action shall be taken on any item not appearing on the
posted agenda except as permitted by law.
Section 4 . 02 . Special Meetings. A special meeting may
be called at any time by the Chair or upon the request of two of
the members of the Board by delivering written notice to each
member and to each person or entity entitled by law to receive such
notices. Notices to the Board shall be sufficient if delivered to
the Secretary. Notices to other persons or entities entitled by
law to receive notices must be delivered personally or by mail and
must be received at least 24 hours before the time of such meeting
as specified in the notice. The notice shall specify the time and
place of the special meeting and the business to be transacted and
shall be posted at least 24 hours prior to the special meeting in
a location that is freely accessible to members of the public. No
other business shall be considered at such meetings by the Board.
Such written notice may be dispensed with as to any Board member
who at or prior to the time the meeting convenes files with the
Secretary of the Authority a written waiver of notice. Such waiver
may be given by telegram. Such written notice may also be
dispensed with as to any member who is actually present at the time
it convenes.
Section 4 . 03 . Closed Sessions. Nothing contained in
these bylaws shall be construed to prevent the Board from holding
wA5529.1 - 5
closed sessions during a regular or special meeting concerning any
matter permitted by law to be considered in a closed session.
Section 4 . 04 . Public Hearings. All public hearings held
by the Board shall be held during regular or special meetings of
the Board.
Section 4 . 05 . Ad'iourninq Meetings and Continuing Public
Hearings to Other Times or Places. The Board may adjourn any
meeting to a time and place specified in the order of adjournment.
Less than a quorum may so adjourn from time to time. If all Board
members are absent from any regular meeting or adjourned regular
meeting the Secretary or Acting Secretary of the Authority may
declare the meeting adjourned to a stated time and place and shall
cause a written notice of the adjournment to be given in the same
manner as provided for special meetings unless such notice is
waived as provided for special meetings. A copy of the order or
notice of adjournment shall be conspicuously posted on or near the
door of the place where the meeting was held within 24 hours after
the time of the adjournment. When a regular or adjourned regular
meeting is adjourned as provided in this section, the resulting
adjourned regular meeting is a regular meeting for all purposes.
When an order of adjournment of any meeting fails to state the hour
at which the adjourned meeting is to be held, it shall be held at
the hour specified for regular meetings.
Any public hearing being held, or any hearing noticed or
ordered to be held at any meeting may by order or notice of
continuance be continued or recontinued to any subsequent meeting
ui.5529.i .6
in the same manner and to the same extent set forth herein for the
adjournment of the meetings; provided, that if the hearing is
continued to a time less than 24 hours after the time specified in
the order or notice of hearing a copy of the order or notice of
continuance shall be posted immediately following the meeting at
which the order or declaration of continuance was adopted or made.
Section 4 . 06. Meetings to be Open and Public. All
meetings of the Board to take action or to deliberate concerning
Authority business and its conduct shall be open and public. All
persons shall be permitted to attend any such meetings except as
otherwise provided or permitted by law and Section 43 of these
bylaws.
Section 4 . 07. Quorum. A majority of the members of the
Board shall constitute a quorum for the purpose of conducting its
business and exercising its powers and for all other official
purposes, except that less than a quorum may adjourn from time to
time until a quorum is obtained.
Section 4 . 08. Order of Business. At the regular
meetings of the Authority, the following shall be the general order
of business:
1. Roll Call
2 . Approval of Minutes
3 . Reports
4. Unfinished Business
5. New Business
6. Matters Not Appearing on the Agenda
LMA55291 7
7 . Adjournment
Section 4 . 09 . Parliamentary Procedure. The rules of
parliamentary procedure set forth in Robert' s Rules of Order shall
govern all meetings of the Authority, except as otherwise herein
provided.
ARTICLE V - AMENDMENTS
Section 5 . 01. Amendments to By-Laws. These by-laws may
be amended by the Board at any regular or special meeting by
majority vote, provided that a description of the proposed
amendment to any particular section is included in the notice of
such meeting.
u1.45529.1 8
SECRETARY'S CERTIFICATE
I, JANICE C. GUY, Secretary of the Santa Ana Financing Authority (the
"Authority"), hereby certify as follows:
Attached hereto as Exhibit A is a full, true and correct copy of Resolution No.
94-001 SAFA, adopted on February 22, 1994, during a meeting of the Authority. Such
meeting was duly and legally held at the regular meeting place of the Authority. All of the
members of the Authority had due notice of such meetings and a majority thereof were
present at such meeting.
I have carefully compared the same with the original minutes of said meetings
on file and of record in my office, and the foregoing is a full, true and correct copy of the
resolution adopted at the said meeting and entered in said minutes. Said resolution has not
been amended, modified or rescinded since the date of its respective adoption, and the same
is now in full force and effect.
Attached hereto as Exhibit B is a full, true, and correct copy of the Joint
Exercise of Powers Agreement, dated as of March 1, 1993, by and between the City of Santa
Ana and the Redevelopment Agency of the City of Santa Ana. Such document has not been
amended, modified or rescinded since the date of its execution, and the same is now in full
force and effect.
Attached hereto as Exhibit C is a full, true and correct copy of the original
By-laws of the Authority, dated August 2, 1993, and that said By-laws have not been
modified, amended or rescinded since the date of their adoption, and the same are now in
full force and effect.
Dated: March 23, 1994.
44194
jJanice C. G
Secretary of the
Santa Ana Financing Authority
LA1-69935.2
EXHIBIT A
RESOLUTION NO. 94-001 SAFA
LA 1-63221.5
EXHIBIT A
RESOLUTION NO. 94- 001-SAFA
APPROVING THE FORMS OF AND AUTHORIZING THE
EXECUTION AND DELIVERY BY THE AUTHORITY OF A
GROUND LEASE, A LEASE, AN INDENTURE, AN
ASSIGNMENT AGREEMENT AND A PURCHASE CONTRACT
WITH RESPECT TO THE EXECUTION AND SALE OF
SANTA ANA FINANCING AUTHORITY POLICE
ADMINISTRATION AND HOLDING FACILITY LEASE
REVENUE BONDS, SERIES 1994A, AUTHORIZING THE
EXECUTION OF SUCH BONDS IN AN AGGREGATE
PRINCIPAL AMOUNT NOT TO EXCEED
$110, 000, 000, AUTHORIZING THE DISTRIBUTION OF
AN OFFICIAL STATEMENT IN CONNECTION THEREWITH,
AUTHORIZING AND APPROVING EXECUTION OF NECESSARY
DOCUMENTS AND RELATED ACTIONS.
WHEREAS, the Santa Ana Financing Authority (the
"Authority") is a joint powers authority duly created,
established and authorized to transact business and exercise its
powers, all under and pursuant to Articles 1 , 2 and 4 of Chapter
5 of Title 1 of the Government Code of the State of California
(the "Law") ; and
WHEREAS, the City of Santa Ana (the "City") is a
municipal corporation duly organized and existing under the
Constitution and laws of the State of California; and
WHEREAS, the City has determined to lease certain real
property (the "Parcels") to the Authority pursuant to a Ground
Lease, dated as of March 1, 1994 (the "Ground Lease") ; and
WHEREAS, the Authority has determined to sublease the
Parcels and certain improvements thereon and to be constructed
thereon, to the City pursuant to a Lease, dated as of March 1,
1994 (the "Lease") under the terms of which the City, as agent of
the Authority, agrees to cause the acquisition and construction
of certain police facilities and related improvements (the
"Project") ; and
WHEREAS, the City, pursuant to the Lease, is required
to make certain base rental payments to the Authority; and
WHEREAS, the Authority and the city have determined to
enter into an Indenture, dated as of March 1, 1994 (the
"Indenture") with Meridian Trust Company of California (the
"Trustee") pursuant to which lease revenue bonds (referred to
herein as the "Bonds") in an aggregate principal amount not to
exceed $110, 000, 000 will be issued; and
WHEREAS, the Authority will transfer its rights, title
and interest in and to the Lease and the Ground Lease (other than
i.A1-633'5.: 4099V-o-H\113-02'10'94
RESOLUTION 94-001 SAFA
Page 2
its rights to indemnification and payment for its costs and
expenses) to the Trustee for the benefit of the Owners of the
Bonds, pursuant to an Assignment Agreement, dated as of March 1 ,
1994 (the "Assignment Agreement") between the Authority and the
Trustee; and
WHEREAS, Smith Barney Shearson Inc. , as representative
of the underwriters described therein (the "Underwriter" ) , has
submitted to the Authority a proposed form of Purchase Contract
to purchase the Bonds (such Purchase Contract, in the form
presented to this meeting, with such changes, insertions or
omissions as are made pursuant to this Resolution, being referred
to herein as the "Purchase Contract") ; and
WHEREAS, the Authority has been presented with a form
of preliminary official statement (the "Preliminary Official
Statement") to be distributed in connection with the public
offering of the Bonds; and
WHEREAS, there has been submitted to the Authority
information and materials (including certain form documents)
regarding various financing options available to the Authority
regarding the Bonds, including AIRS (referred to as "Derivative
Products") ;
WHEREAS, the Authority has full legal right, power and
authority under the Constitution and the laws of the State of
California to enter into the transactions herein authorized; and
WHEREAS, the members of the Authority (the "Board") has
been presented with the form of each document referred to herein,
relating to the Authority's proposed financing, and the Board has
examined and approved each document and desires to authorize and
direct the execution of such documents and the consummation of
such financing; and
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 such 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
Authority 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, BE IT RESOLVED by the Santa Ana
Financing Authority, as follows:
Section 1 . All of the recitals herein contained are
true and correct and the Board so finds.
Section 2 . The Lease, on file with the Secretary, in
substantially the form submitted to this meeting and made a part
LA1-63375.1 2 40990-9-3MB-02/03'94
RESOLUTION 94-001 SAFA
Page 3
hereof as though set forth in full herein, be and the same is
hereby approved. The Chairman, the Secretary or the Executive
Director of the Authority and the City Manager or the Assistant
City Manager of the City or any other officers duly designated by
the Board (the "Officers") are hereby authorized and directed,
for and in the name and on behalf of the Authority, to execute
and deliver the Lease in substantially said form, with such
changes, insertions and omissions therein as such Officers and
the Authority's legal counsel (the "Authority Counsel") may
require or approve, such approval to be conclusively evidenced by
the execution and delivery thereof.
SECTION 3 . The Ground Lease, on file with the
Secretary, 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 Officers are hereby authorized
and directed, for and in the name and on behalf of the Authority,
to execute and deliver the Ground Lease in substantially said
form, with such changes, insertions and omissions therein as such
Officers and the Authority Counsel may require or approve, such
approval to be conclusively evidenced by the execution and
delivery thereof.
Section 4 . The Indenture, on file with the Secretary,
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 Officers are hereby authorized and
directed, for and in the name and on behalf of the Authority, to
execute and deliver the Indenture in substantially said form,
with such changes, insertions and omissions therein as such
Officers and the Authority Counsel may require or approve, such
approval to be conclusively evidenced by the execution and
delivery thereof.
Section 5. The Assignment Agreement, on file with the
Secretary, 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 Officers are hereby authorized
and directed, for and in the name and on behalf of the Authority,
to execute and deliver the Assignment Agreement in substantially
said form, with such changes, insertions and omissions therein as
such Officers and the Authority Counsel may require or approve,
such approval to be conclusively evidenced by the execution and
delivery thereof.
Section 6. The Purchase Contract, on file with the
Secretary, 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, and the Officers are hereby
authorized and directed individually, for and in the name and on
behalf of the Authority, to execute and deliver the Purchase
Contract in substantially such form, with such changes ,
insertions and omissions therein as such Officer executing the
same and the Authority Counsel may require or approve, such
LAI-63375.1 3 a'090.94. Nn JO3/9:
• RESOLUTION 94-00 1SAFA
Page 4
approval to be conclusively evidenced by the execution and
delivery thereof; provided, however, that such authority to
execute the Purchase Contract is conditioned upon a net interest
rate on the Bonds of not to exceed 6 . 75% per annum and an
Underwriter's discount (exclusive of original issue discount) of
not to exceed 1. 00% of the principal amount of the Bonds.
Section 7. The execution and delivery of not to exceed
$110, 000, 000 aggregate principal amount of the Bonds, payable in
the years and in the amounts with interest rates with respect
thereto as specified in the Indenture as finally executed, are
hereby authorized and approved and the Chairman of the Authority
is hereby authorized and directed to execute and the Secretary is
hereby authorized and directed to countersign each of the Bonds
on behalf of the Authority.
Section 8 . The form of Preliminary Official Statement,
on file with the Secretary, with such changes therein as may be
approved by the Executive Director and the Authority Counsel, 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. An Officer is authorized and
directed, for and in the name of and on behalf of the Authority,
to execute and deliver a certificate deeming the Preliminary
Official Statement final as of its date, except for certain final
pricing and related information, for purposes of Securities
Exchange Commission Rule 15c2-12 .
Section 9 . The preparation and delivery of an Official
Statement, and its use by the Underwriter in connection with the
offering and sale of the Certificates, 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 the Executive
Director or the City Manager, such approval to be conclusively
evidenced by the execution and delivery thereof . The Executive
Director or the City Manager is hereby authorized and directed,
for and in the name of and on behalf of the Authority, to execute
the final Official Statement and any amendment or supplement
thereto and thereupon to cause the final Official Statement and
any such amendment or supplement to be delivered to the
Underwriter.
Section 10. All actions heretofore taken by the
Officers, agents and employees of the Authority with respect to
the sale, execution and delivery of the Bonds are hereby
approved, confirmed and ratified, and the Officers and Authority
Counsel and any and all other officers of the Authority are
hereby authorized and directed, for and in the name of and on
behalf of the Authority, to do any and all things and take any
and all actions, including (without limitation) the securing of a
policy of municipal bond insurance and/or reserve fund surety for
the Bonds; the execution and delivery of any and all
certificates, requisitions and agreements; the conformation of
LA1-63375.1 4 .I004,LS-wwµ-021m,94
RESOLUTION 94-001 SAFA
Page 5
any and all documents to the requirements of the Purchase
Contract, to the requirements of the municipal bond insurer or
insurers, if any, and to the description of the Bonds set forth
in the Official Statement; the execution and delivery of an
auction agent agreement, market agent agreement, broker/dealer
agreement or other documents required in connection with any
AIRS, all such documents to follow the standard forms thereof
with such changes therein as any of the Officers may require or
approve, such approval to be conclusively evidenced by the
execution and delivery thereof, and such other documents
including but not limited to those described in the Purchase
Contract as finally executed and delivered, which they, or any of
them, may deem necessary or advisable in order to consummate the
lawful issuance and delivery of the Bonds in accordance with the
Indenture, the Purchase Contract, the Official Statement, the
Derivative Product documents, in each case as finally executed
and delivered, this resolution and all related documents. The
Authority hereby determines that the Derivative Products and
related documents are each designed to reduce the amount or
duration of payment, rate, spread, or similar risk and result in
a lower cost of borrowing when used in combination with the
issuance of the Bonds.
Section 11. This Resolution shall take effect from and
after its date of adoption.
PASSED AND ADOPTED this 27nd day of February 1994 .
Da ' 1 I . Young Chair ,an
City of Santa Ana
Jan . Gu , Secretary
Cit of Santa Ana
APPROVED AS TO FORM:
Edward oer
Authority Counsel
BOARD MEMBERS :
Young Aye
Lutz Aye
McGuigan Aye
Mills Aye
Moreno Aye
Pulido Aye
Richardson Absent
LA1fi3375.1 5
409949-WN'13-02/03;94
RESOLUTION 94-001 SAFA
Page 6
SECRETARY'S CERTIFICATE
Janice C. Guy
I, / , Secretary of the Santa Ana Financing
Authority, hereby certify that the foregoing is a full , true and
correct copy of a resolution duly adopted at a regular meeting of
the Authority duly and regularly held at the regular meeting
place thereof on the 22nd day of February, 1994 , of which meeting
all of the members of said Authority had due notice and at which
a majority thereof were present; and that at said meeting said
resolution was adopted by the following vote:
AYES: Lutz, McGuigan, Mills, Moreno, Pulido, Young
NOES: None
ABSENT: Richardson
An agenda of said meeting was posted at least 72 hours
before said meeting at 22 civic, rtr pl7a, Santa Ana , California,
a location freely accessible to members of the public, and a
brief general description of said resolution appeared on said
agenda.
I further certify that I have carefully compared the
same with the original minutes of said meeting on file and of
record in my office; that the foregoing resolution is a full,
true and correct copy of the original resolution adopted at said
meeting and entered in said minutes; and that said resolution has
not been amended, modified or rescinded since the date of its
adoption, and the same is now in full force and effect.
Dated: /- -41 , 1994
aireataelSAO
JaniW., _ecretary
THE FOREGOING DOCUMENT IS A FULL, TRUE&CORRECT COPY OF
alit ORIGINAL ON FILE IN THIS OFFICE.
❑ THE ORIGINAL ON FILE IN
ATTEST: AIL/ 79
BY APAWe
•
illet ^' u. Ci3Y' OF SAMiP ANA
1AI-63375.1 6 40990-9-W1KB-02/03'94
EXHIBIT B
PLEASE SEP TAB#13 IN THIS TRANSCRIPT FOR THE
JOINT EXERCISE OF POWERS AGREEMENT
LAI-63221.5
•
EXHIBIT C
PLEASE SEE TAB#13 IN THIS TRANSCRIPT FOR THE
BY-LAWS OF THE SANTA ANA FINANCING AUTHORITY
LA 1-63221.5
RECORDING REQUESTED BY AND
WHEN RECORDED MAIL TO:
SPACE ABOVE THIS LINE FOR RECORDER'S USE
St if
wft
OW28 of
RICO long en
%asntary of Start
SACRAMENTO
I, MARCH FONG EU, Secretary of State of the State of California,
hereby certify:
That the annexed transcript of / page(s) prepared
and in this office from the record on file, of which it purportswaspr toare be aby
copy, and that it is full, true and correct.
A 5t9,L OF
IN WITNESS WHEREOF, I execute
o� >a, this certificate and affix the Great
m`: Seal of the State of C ornia this
% gril'^: AUG 1 3 1W3
e /
'.._... O o. Q' �. V V1 Y�/l(A c l t�
SECMTATE For,LP 222A(Rev.9IW) 93 22 0 M.o. T Secretary of stare
1 =: §fate of CJatifarrtia
�� {{arch ± +E Fauq u
•
1 y< t ccrctary of +tnfr
FILED
lathe office of the Secretary of State
NOTICE OF A JOINT POWERS AGREEMENT of the State of California
(Government Code Section 6503.5 or 6503.7) AUG Z 31993
Instructions: WAttuA
I. Complete and mail to: Secretary of State, 1WALN FUME EU,Secretary It Slate
P.O. Box 704, Sacramento, CA 95812-0709 (916) 324-6778
2. Include filing fee of S5.00. (011ice Use Only)
3. Do not include attachments, unless otherwise specified.
•
The name of the agency or entity created under the agreement and responsible for the administration of
the agreement is:
SANTA ANA FINANCING AUTHORITY •
Mailing address: 20 Civic Center Plaza, City Hall, 6th Floor, Santa Ana, California 92701
' Provide a short title of the agreement if applicable:
JI JOINT EXERCISE OF POWERS AGREEMENT
The public agencies party to the agreement are
(I) City of Santa Ana
(2) Community Redevelopment Agency of the City of Santa Ana
• (3)if more space is needed, continue d attach it to this form
The effective date of the agreement is 11 , 1993
Provide a condensed statement of the agreement's purpose or the powers to be exercised: The purpose
is to assist in the financing and refinancing of certain redevelopment activities
and certain public programs and projects through th cise y of its lawful
powers.
signature
David N. Ream, City Manager
Typed Name and Title
•
see/state Form tP/S8.404 Rev.2/88 () u war
RECORDING REQUESTED BY AND „" ,„
WHEN RECORDED MAIL TO:
D SPACE ABOVE THIS LINE FOR RECORDER'S USE
lit , X
'at e I
I L mo.
M/\ i
ernes of
II Narsb tong Ott
II %etniarr of Blatt
I SACRAMENTO
• 1, MARCH FONG EU, Secretary of State of the State of California,
hereby certify:
I That the annexed transcript of ,v page(s) was prepared by
and in this office from the record on file, of which it purports to be a
copy, and that it is full, true and correct.
eye sE^ir` aF r F� IN WITNESS WHEREOF, I execute
o i ta this certificate and affix the Great
W �m '"' Seal of the State of California this
� ��` Mats 1 3 1993
t w
E
�lrFOi-. t-- -of OQoCE °Ptosow • ,S, VVLY.t & U.Cs
SEC/STATE Form LP 222A(Rev to M`ll ea 22480 I
Fa a
Secretary of State
N r11'a...u�t
ell -^4 f n, :I in
___._ ______ _ .0
� � Mate of (Latifornia
-'. =_ ' � niarrti {6nttr +.0
` `" FILED
\s
°� rrrr to nt of
tithe office of to Secretary of State
of the State of California
STATEMENT OF FACTS AUG 13 1993
ROSTER OF PUBLIC AGENCIES FILING
(Government Code Section 53051)
Instructions: IWICH FONG W.Societe! 1 State
1. Complete and mail to: Secretary of State,
P.O. Box 944225, Sacramento, CA 94244-2250 (916)324-677S
•
2. A street address must be given as the official mailing address (Office Use Only)
or as the address of the presiding officer.
3. Complete addresses are required.
4. If you need additional space, please include information on an
8% X 11 page.
New Filing.[ X] Update[ I
Legal name of Public Agency: SANTA ANA FINANCING AUTHQRTTY
..,,ure of Update: N/A
_ COUNTY OF ORANGE
County:
Official Mailing Address: 20 Civic Center Plaza
Santa Ana, California 92701
i
Name and Address of each member of the governing board:
Chairman, President or other Presiding Officer(Indicate Title):
Chairman
Name: Daniel H. Young Ad, is Cts ter Plaza Santa Ana •CA 92701
Secretary or Clerk(Indicate Title): Secret- ' R y os y
Name Janice C. Guy Address: 20 Civic Center Plaza, Santa Ana, CA 92701 . '
Members: •
Name:
Daniel H. Young Address: 20 Civic Center Plaza, Santa Ana, CA 92701
Name: Miguel A. Pulido Address: 20 Civic Center Plaza, ,Santa Ana, CA 92701
Ted R. Moreno Address: 20 Civic Center Plaza, Santa Ana, CA 92701
Name:
Lisa Mills Address:20 Civi ter Plaza, Santa Ana, CA 92701
Name
Thomas'E. Lutz Address: 20 Ci 'c ter P ,, Ana, CA 92701
Name:*SEE ATTACHED
August 3, 1993 By: 0> *-
,�, Sate: Signature
David N. Ream, .Rxen„ti 're mirectar
hTyped Name and Title
I a
a 89 �
.
MEMBERS CONTINUED • •
NAME: Richard L. Norton 20 Civic Center Plaza, Santa Ana, CA 92701
Robert L. Richardson 20 Civic Center Plaza, Santa Ma, CA 90271
•
•
U Sfate of Tatif ornin
511Tarrli :Yong etl
It
Serretary of Statr
• r
STATEMENT OF FACTS
ROSTER OF PUBLIC AGENCIES FILING r
(Government Code Section 53051)
Instructions:
1. Complete and mail to: Secretary of State,
P.O. Box 944225, Sacramento, CA 94244-2250 (9L6) 324-6778
2. A street address must be given as the official mailing address (Office Use Only)
or as the address of the presiding officer.
3. Complete addresses are required.
4. If you need additional space, please include information on an
8% X 11 page.
New Filing[ X] Update[ ]
Legal name of Public Agency: SANTA ANA FINANCING AUTHORITY
•
Nature of Update: N/A .
County COUNTY OF ORANGE
Official Mailing Address: 20 Civic Center Plaza
Santa Ana, California 92701
Name and Address of each member of the governing board: •
Chairman, President or other Presiding Officer(Indicate Title): Chairman
Name Daniel H. Young Address 20 Civic Center Plaza, Santa Ana, CA 92701
Secretary or Clerk(Indicate Title): Secretary •
Name Janice C. Gui gtt `':' Address 20 Civic Center Plaza, Santa Ana, CA 92701
Members: •, T •
Name Daniel.H; • Address: 20 Civic Center Plaza, Santa Ana, CA 92701
Name Miguel A• PtiTido= Address 20 Civic Center Plaza; .Santa Ana, CA 92701
Name Ted R. Moreno Address 20 Civic Center P1aZap Santa Am, CA 92701
Name Lisa Mi17.s Address 20 ter P to Ana, CA 92701
Name minas E. Lut_z Address 20 c ter , CA 92701
• *SEE ATTACHED /
Date: August 3, 1993 By: �
Signature
h
David N. Ream. F.var„filre nirc.cter
11 Typed Name and Title
• 0
Sec/SION Fan.tP/Sa405 Rer.4/89 -e
ee smv
MEMBERS CONTINUED
NAME: Richard L. Norton 20 Civic Center Plaza, Santa Ana, CA 92701
Robert L. Richardson 20 Civic Center Plaza, Santa Ana, CA 90271
•
•
CERTIFICATE OF THE SANTA ANA FINANCING AUTHORITY
The undersigned, DAVID N. REAM, Executive Director of the Santa Ana
Financing Authority (the "Authority"), in connection with the issuance of $107,399,438.50
aggregate principal amount of Santa Ana Financing Authority Police Administration and
Holding Facility Lease Revenue Bonds, Series 1994A (the "Bonds"), does hereby certify that
(all capitalized terms not otherwise defined herein shall have the respective meanings given
to such terms in the Indenture, dated as of March 1, 1994 (the "Indenture"), by and between
the Authority and Meridian Trust Company of California, as trustee):
(a) The Authority is a joint powers authority, duly organized and existing
under the laws of the State of California, including Chapter 5, Division 7, Title 1
(commencing with Section 6500) of the California Government Code (the "Act"),
with full right, power and authority to execute, deliver and perform its obligations
under the Bonds, the Purchase Contract, dated as of March 8, 1994 (the "Purchase
Contract"), among the Authority, the City of Santa Ana and Smith Barney Shearson
Inc., as representative of the underwriters, the Lease, the Ground Lease and the
Indenture (collectively, the Purchase Contract, the Lease, the Ground Lease and the
Indenture shall be referred to herein as the "Authority Documents") and to carry out
and consummate the transactions contemplated by the Authority Documents and the
Official Statement dated March 8, 1994, relating to the Bonds (the "Official
Statement").
(b) By all necessary official action of the Authority, the Authority has duly
authorized and approved the execution and delivery of, and the performance by the
Authority of the obligations contained in, the Preliminary Official Statement dated
February 25, 1994, relating to the Bonds (the "Preliminary Official Statement"), the
Official Statement and the Authority Documents and as of the date hereof, such
authorizations and approvals are in full force and effect and have not been amended,
modified or rescinded. When executed and delivered by the other respective parties
thereto, each Authority Document will constitute the legally valid and binding
obligation of the Authority enforceable in accordance with its terms, except as
enforcement may be limited by bankruptcy, insolvency, reorganization, moratorium or
similar laws or equitable principles relating to or affecting creditors' rights generally.
The Authority has complied in all respects with the terms of the Authority
Documents.
(c) The Preliminary Official Statement was as of its date, and the Official
Statement was as of its date and is as of the date hereof true and correct in all
material respects, and the Preliminary Official Statement and the Official Statement
contain no misstatement of any material fact and do not omit any statement necessary
to make the statements contained therein, in the light of the circumstances in which
such statements were made, not misleading.
LAI-69935.2
(d) No event affecting the Authority has occurred since the date of the
Official Statement which either makes untrue or incorrect in any material respect as of
the date hereof any statement of information contained in the Official Statement or is
not reflected in the Official Statement but should be reflected therein in order to make
the statements and information therein not misleading in any material respect.
(e) As of the date hereof, the Authority is not in breach of or in default under
any applicable constitutional provision, law or administrative rule or regulation of the
State of California or the United States of America, or any applicable judgment or
decree or any trust agreement, loan agreement, bond, note, resolution, ordinance,
agreement or other instrument to which the Authority is a party or is 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 event of default under
any such instrument; and, as of the date hereof, except as disclosed in the Official
Statement, the authorization, execution and delivery of the Authority Documents and
compliance with the provisions of each of such agreements or instruments do not and
will not conflict with or constitute a breach of or default under any applicable
constitutional provision, law or administrative rule or regulation of the State of
California or the United States of America, or any applicable judgment, decree,
license, permit, trust agreement, loan agreement, bond, note, resolution, ordinance,
agreement or other instrument to which the Authority (or any of its officers in their
respective capacities as such) is subject, or by which it or any of its properties is
bound, nor will any such authorization, execution, delivery 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 its assets or properties or under
the terms of any such law, regulation or instrument, except as may be provided by the
Authority Documents.
(f) As of the date hereof, no action, suit, proceeding, inquiry or investigation,
at law or in equity, before or by any court, government agency, public board or
body, pending or threatened (i) in any way questioning the existence of the Authority
or the titles of the officers of the Authority to their-respective offices; (ii) affecting,
contesting or seeking to prohibit, restrain or enjoin the issuance or delivery of any of
the Bonds, or the payment or collection of any amounts pledged or to be pledged to
pay the principal of and interest on the Bonds, or in any way contesting or affecting
the validity of the Bonds or the Authority Documents or the consummation of the
transactions contemplated thereby, or contesting the powers of the Authority and its
authority to pledge the Revenues; (iii) which may result in any material adverse
change relating to the Authority; or (iv) contesting the completeness or accuracy of
the Preliminary Official Statement or the Official Statement or any supplement or
amendment thereto or asserting that the Preliminary Official Statement or the Official
Statement contained any untrue statement of a material fact or omitted to state any
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, and
LA1-69935.2 2
there is no basis for any action, suit, proceeding, inquiry or investigation of the
nature described in clauses (i) through (iv) of this sentence.
(g) The Bonds are legally valid and binding obligations of the Authority,
entitled to the benefits of the Authority, entitled to the benefits of the Indenture and
enforceable in accordance with their terms, except as enforcement may be limited by
bankruptcy, insolvency, reorganization, moratorium or similar laws or equitable
principles relating to or limiting creditors' rights generally, and the Indenture
provides, for the benefit of the owners from time to time of the Bonds, a legally valid
and binding pledge of and lien on the funds and accounts pledged to such Bonds
under the Indenture and the revenues pledged to such funds and accounts under the
Indenture as provided in and contemplated by the Indenture.
(h) All authorizations, approvals, licenses, permits, consents and orders of or
filings with any governmental authority, legislative body, board, agency or
commission having jurisdiction in the matters which are required for the due
authorization of, which would constitute a condition precedent to or the absence of
which would adversely affect the due performance by the Authority of its obligations
in connection with, the Authority Documents have been duly obtained or made,
except as may be required under the Blue Sky or securities laws of any state in
connection with the offering and sale of the Bonds.
(i) The representations, warranties and covenants of the Authority contained
in the Purchase Contract are true and correct in all material respects on and as of the
date hereof with the same effect as if made on the date hereof.
(j) The Authority has complied with all the agreements and satisfied all of the
conditions on its part to be performed or satisfied at or prior to the date hereof.
LA1-69935.2 3
IN WITNESS WHEREOF, the undersigned has executed this Certificate this
March 23, 1994.
SANTA ANA FINANCING AUTHORITY
By
David N. Ream,
Executive Director
LA 1-69935.2 4
SIGNATURE AND
BOND DELIVERY CERTIFICATE
OF THE SANTA ANA FINANCING AUTHORITY
We, the undersigned officers of the Santa Ana Financing Authority (the
"Authority"), holding the respective offices hereinbelow set opposite our signatures, do
hereby certify that:
(a) On the date below set forth we officially signed and executed the
following bonds, to wit:
Title of Bonds: Santa Ana Financing Authority Police Administration and
Holding Facility Lease Revenue Bonds, Series 1994A
Principal Amount: $107,399,438.50
Date of Bonds: March 1, 1994
(b) Said Bonds mature and bear interest as set forth in the schedule
attached hereto as Schedule A.
(c) Said Bonds bear the manual or facsimile signature of the undersigned
Chairman of the Authority as attested by the manual or facsimile signature of the Secretary
of the Authority.
(d) Said officers at the time of signing said Bonds held said offices
respectively, and that they now hold the same.
LAI-69935.2
(e) We delivered said Bonds on this date to Meridian Trust Company of
California as Trustee (the "Trustee") for the Authority under that certain Indenture, dated as
of March 1, 1994, between the Authority and the Trustee.
Dated: March 23, 1994.
Signature Name Title
5 )1131/ 1 DANIEL H. YOUNG Chairman of the Santa Ana
Financing Authority
JANICE C. GUY Secretary of the Santa Ana
j Financing Authority
e% �/ '`-L 1AVID N. REAM Executive Director of the Santa
Ana Financing Authority
LA 1-69935.2 2
CITY CLERK'S CERTIFICATE
I, JANICE C. GUY, City Clerk of the City of Santa Ma, California (the
"City"), do hereby certify that attached hereto is a full, true and correct copy of Resolution
No. 94-007, duly adopted on February 22, 1994. The meeting at which such Resolution was
adopted was a regular meeting of the City Council of the City, duly and regularly and legally
held at the regular meeting place thereof. All of the members of said City Council had due
notice of such meeting and a quorum thereof was present at such meeting.
I have carefully compared the same with the original minutes of said meeting
on file and of record in my office and said Resolution is a full, true and correct copy of the
original Resolution adopted at said meeting and entered in said minutes. Said Resolution has
not been amended, modified or rescinded since the date of its adoption and the same is now
in full force and effect.
Dated: March 23, 1994.
Janice C. Guy, Kt"
City Clerk of the
City of Santa Ana
LA1-69935.2
RESOLUTION NO. 94- 007
RESOLUTION OF THE CITY OF SANTA ANA APPROVING
A FORM OF GROUND LEASE, LEASE AND PURCHASE
CONTRACT; MAKING CERTAIN DETERMINATIONS
RELATING THERETO; AND AUTHORIZING CERTAIN
OTHER ACTION IN CONNECTION THEREWITH
WHEREAS, the City of Santa Ana (the "City") is a
municipal corporation duly organized and validly existing under
the Constitution and laws of the State of California and
authorized to transact business and exercise its powers, all
under and pursuant to the Constitution and laws of the State of
California; and
WHEREAS, the City and the City of Santa Ana Financing
Authority (the "Authority") , a joint powers authority, duly
organized and existing under the laws of the State, propose to
enter into various agreements to provide for the acquisition and
construction of certain police facilities (the "Project") , and so
that the City may act, under certain circumstances, as the agent
of the Authority to carry out the acquisition and construction of
the Project; and
WHEREAS, there has been presented at this meeting a
form of Lease pursuant to which the City will acquire the
Project, subject to the terms thereof; and
WHEREAS, to assist the provision of funds for the
construction and improvement of the Project, the City has
determined to lease certain real property to the Authority
pursuant to a form of Ground Lease presented to this meeting, and
to sublease such property and the Project to be located on a
portion thereof back from the Authority pursuant to the
previously mentioned Lease; and
WHEREAS, there has also been presented to this meeting
a proposed form of Purchase Contract between the City, the
Authority and Smith Barney Shearson Inc. , as representative of
the underwriters named therein, (the "Underwriter") , under the
terms of which the Underwriter will purchase the Authority' s
Police Administration and Holding Facility Lease Revenue Bonds ,
Series 1994A (the "Bonds") , the proceeds of which will be used to
finance the Project;
NOW, THEREFORE, BE IT RESOLVED, DETERMINED AND ORDERED
BY THE CITY OF SANTA ANA AS FOLLOWS:
SECTION 1. Approval of Ground Lease. The form of
Ground Lease, dated as of March 1, 1994 , by and between the City
and the Authority (the "Ground Lease") presented at this meeting
is hereby approved and the Mayor of the City, the City Manager,
or the designee of the Mayor or the City Manager, acting singly,
U t-63373.i 40990.9-W WB-O7L03/94
,, RESOLUTION 94-007
Page 2
and the City Clerk are hereby authorized and directed, for and in
the name of and on behalf of the City, to execute, acknowledge
and deliver the Ground Lease in substantially the form presented
at this meeting with such changes therein as the officers
executing the same may approve, such approval to be conclusively
evidenced by the execution and delivery thereof .
SECTION 2. Approval of Lease. The form of Lease,
dated as of March 1, 1994 , by and between the City and the
Authority (the "Lease") , presented at this meeting is hereby
approved and the Mayor of the City, the City Manager, or the
designee of the Mayor or the City Manager, acting singly, and the
City Clerk are hereby authorized and directed, for and in the
name of and on behalf of the City, to execute, acknowledge and
deliver the Lease in substantially the form presented at this
meeting with such changes therein as the officers executing the
same may approve, such approval to be conclusively evidenced by
the execution and delivery thereof.
SECTION 3 . Approval of Purchase Contract. The form of
Purchase Contract by and between the Authority, the City and the
Underwriter (the "Purchase Contract") , presented at this meeting
is hereby approved and the Mayor of the City, the City Manager,
or the designee of the Mayor or the City Manager, acting singly,
and the City Clerk are hereby authorized and directed, for and in
the name of and on behalf of the City, to execute, acknowledge
and deliver the Purchase Contract in substantially the form
presented at this meeting with such changes therein as the
officers executing the same may approve, such approval to be
conclusively evidenced by the execution and delivery thereof .
SECTION 4 . Terms of the City's Obligation. The City
Manager or his designee is authorized to negotiate the rental
payment provisions of the Lease, provided, however, that the
aggregate principal components of the rental payments to be paid
by the City pursuant to the Lease shall not exceed $110, 000 , 000,
and provided, further that the interest components of the rental
payments to be paid by the City pursuant to the Lease shall not
reflect rates of interest in excess of 6 .75% per annum.
SECTION 5. Other Acts . The officers and staff of the
City are hereby authorized and directed, jointly and severally,
to do any and all things, to execute and deliver any and all
documents, which in consultation with the City Attorney or with
Orrick, Herrington & Sutcliffe, the City's bond counsel, they may
deem necessary or advisable in order to consummate the execution
and delivery of the Purchase Contract, the Ground Lease, the
Lease Agreement or otherwise effectuate the purposes of this
Resolution, and any and all such actions previously taken by such
officers or staff members are hereby ratified and confirmed. The
officers and the staff of the City are specifically authorized to
assist in the preparation of the preliminary and final official
statements used in connection with the sale of the Bonds and to
execute the same or portions thereof if required by the Underwriter.
U1-63373.1 2 40990.9-W WB-02103194
RESOLUTION 94-007
Page 3
SECTION 8 . Effective Date. This Resolution shall take
effect upon adopted.
PASSED, APPROVED and ADOPTED this February 22 , 1994 .
Dani _ H . Young, .' or /
City of Santa Ana
ATTESTED:
'fani e y , ^ erk of the Council
City a Ana
APPROVED AS TO FORM:
Edward J. Co per
City Att rney
COUNCILMEMBERS :
Young • Aye
Lutz Aye
Mills Ave
McGuigan Ave
Moreno Aye
Pulido Ave
Richardson Absent
THE FOREGOING DOCUMENT IS A FULL, TRUE&CORRECT COPY OF
all*ORIGINAL ON FILE IN THIS OFFICE.
0 THE ORIGINAL ON FILE IN
ATTEST: 19 91
8Y /
\ ER F CIL, - OF SANTA ANA
LA1S3373.1 3 40990.9-ww3-02/0794
CERTIFICATE OF THE CITY OF SANTA ANA
The undersigned, DAVID N. REAM, City Manager of the City of Santa Ana
(the "City"), in connection with the issuance of $107,399,438.50 principal amount of Santa
Ana Financing Authority Police Administration and Holding Facility Lease Revenue Bonds,
Series 1994A (the "Bonds"), does hereby certify that (all capitalized terms not otherwise
defined herein shall have the respective meanings given to such terms in the Lease, dated as
of March 1, 1994 (the "Lease"), by and between the Santa Ana Financing Authority and the
City):
(a) The City is a municipal corporation, duly organized and existing under the
Constitution and laws of the State of California, with full right, power and authority
to execute, deliver and perform its obligations under the Purchase Contract, dated as
of March 8, 1994 (the "Purchase Contract"), among the City, the Santa Ana
Financing Authority and Smith Barney Shearson Inc., as representative of the
underwriters, the Lease and the Ground Lease (collectively, the Purchase Contract,
the Lease and the Ground Lease shall be referred to herein as the "City Documents")
and to carry out and consummate the transactions contemplated by the City
Documents and the Official Statement, dated March 8, 1994, relating to the Bonds
(the "Official Statement").
(b) By all necessary official action of the City, the City has duly authorized
and approved the execution and delivery of, and the performance by the City of the
obligations contained in, the Preliminary Official Statement, dated February 25, 1994,
relating to the Bonds (the "Preliminary Official Statement"), the Official Statement
and the City Documents and as of the date hereof, such authorizations and approvals
are in full force and effect and have not been amended, modified or rescinded. When
executed and delivered by the other respective parties thereto, each City Document
will constitute the legally valid and binding obligation of the City enforceable in
accordance with its terms, except as enforcement may be limited by bankruptcy,
insolvency, reorganization, moratorium or similar laws or equitable principles relating
to or affecting creditors' rights generally. The City has complied in all respects with
the terms of the City Documents.
(c) The Preliminary Official Statement was as of its date, and the Official
Statement was as of its date and is as of the date hereof true and correct in all
material respects, and the Preliminary Official Statement and the Official Statement
contain no misstatement of any material fact and do not omit any statement necessary
to make the statements contained therein, in the light of the circumstances in which
such statements were made, not misleading.
(d) No event affecting the City has occurred since the date of the Official
Statement which either makes untrue or incorrect in any material respect as of the
date hereof any statement of information contained in the Official Statement or is not
LA1-69935.2
reflected in the Official Statement but should be reflected therein in order to make the
statements and information therein not misleading in any material respect.
(e) As of the date hereof, the City is not in breach of or in default under any
applicable constitutional provision, law or administrative rule or regulation of the
State of California or the United States of America, or any applicable judgment or
decree or any trust agreement, loan agreement, bond, note, resolution, ordinance,
agreement or other instrument to which the City is a party or is 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 event of default under any
such instrument; and, as of the date hereof, except as disclosed in the Official
Statement, the authorization, execution and delivery of the City Documents and
compliance with the provisions of each of such agreements or instruments do not and
will not conflict with or constitute a breach of or default under any applicable
constitutional provision, law or administrative rule or regulation of the State of
California or the United States of America, or any applicable judgment, decree,
license, permit, trust agreement, loan agreement, bond, note, resolution, ordinance,
agreement or other instrument to which the City (or any of its officers in their
respective capacities as such) is subject, or by which it or any of its properties is
bound, nor will any such authorization, execution, delivery 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 its assets or properties or under
the terms of any such law, regulation or instrument, except as may be provided by the
City Documents.
(f) As of the date hereof, no action, suit, proceeding, inquiry or investigation,
at law or in equity, before or by any court, government agency, public board or
body, pending or threatened (i) in any way questioning the existence of the City or
the titles of the officers of the City to their respective offices; (ii) affecting, contesting
or seeking to prohibit, restrain or enjoin the issuance or delivery of any of the Bonds,
or the payment or collection of any amounts pledged or to be pledged to pay the
principal of and interest on the Bonds, or in any way contesting or affecting the
validity of the Bonds or the City Documents or the consummation of the transactions
contemplated thereby, or contesting the powers of the City and its authority to make
payments under the Lease; (lii) which may result in any material adverse change
relating to the City; or (iv) contesting the completeness or accuracy of the Preliminary
Official Statement or the Official Statement or any supplement or amendment thereto
or asserting that the Preliminary Official Statement or the Official Statement contained
any untrue statement of a material fact or omitted to state any 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, and there is no basis for
any action, suit, proceeding, inquiry or investigation of the nature described in clauses
(i) through (iv) of this sentence.
LA1-69935.2 2
(g) All authorizations, approvals, licenses, permits, consents and orders of or
filings with any governmental authority, legislative body, board, agency or
commission having jurisdiction in the matters which are required for the due
authorization of, which would constitute a condition precedent to or the absence of
which would adversely affect the due performance by the City of its obligations in
connection with, the City Documents have been duly obtained or made.
(h) The representations, warranties and covenants of the City contained hi the
Purchase Contract are true and correct in all material respects on and as of the date
hereof with the same effect as if made on the date hereof.
(i) The City has complied with all the agreements and satisfied all of the
conditions on its part to be performed or satisfied at or prior to the date hereof.
LAI-69935.2 3
IN WITNESS WHEREOF, the undersigned has executed this Certificate this
March 23, 1994.
CITY OF SANTA ANA
By _-
David N. Ream,
City Manager
LA1-69935.2 4
SIGNATURE AND INCUMBENCY CERTIFICATE OF THE CITY
We, the undersigned hereby certify that we are, respectively, the Mayor (the
"Mayor"), the City Manager (the "City Manager") and the City Clerk (the "City Clerk") of
the City of Santa Ana (the "City"), and that at all times since January 1, 1994, have held the
offices set forth opposite our respective names. Neither the existence of the City nor the title
of any of the officers whose names are set forth below to their respective offices is being
contested.
Dated: March 23, 1994
Signature Name Official Title
DANIEL H. YOUNG Mayor
ti fj DAVID N. REAM City Manager
JANICE C. GUY City Clerk
LA1-69935.2
CERTIFICATE OF MERIDIAN TRUST COMPANY OF CALIFORNIA
AS TRUSTEE
The undersigned, on behalf of Meridian Trust Company of California, a
banking corporation (the "Trustee") under the Indenture dated as of March 1, 1994 (the
"Indenture"), by and between the Santa Ana Financing Authority (the "Authority") and the
Trustee, hereby states:
(a) that he is a duly authorized signatory of the Trustee and as such is
authorized to make the representations contained herein;
(b) that the Trustee is duly organized and existing as a banking corporation
under the laws of the State of California, having the full corporate power and authority to
enter into and perform its duties under the Indenture and the Assignment Agreement, dated
as of March 1, 1994, by and between the Trustee and the Santa Ana Financing Authority
(the "Assignment Agreement" and together with the Indenture, the "Trustee Documents");
(c) the Trustee is duly authorized to enter into the Trustee Documents and
the undersigned has duly executed and delivered the Trustee Documents and assuming due
authorization and execution by the other parties thereto, the Trustee Documents are legal,
valid and binding upon the Trustee, and enforceable against the Trustee in accordance with
their terms;
(d) that, to the best knowledge of the undersigned, no consent, approval,
authorization or other action by any governmental or regulatory authority having jurisdiction
over the banking or trust powers of the Trustee that has not been obtained is or will be
required for the execution and delivery of the Santa Ana Financing Authority Police
Administration and Holding Facility Lease Revenue Bonds, Series 1994A (the "Bonds") or
the consummation by the Trustee of its obligations under the Trustee Documents; and
(e) the Bonds and the Indenture were duly authenticated, executed and
delivered, respectively, by the undersigned by causing its duly authorized officer to
authenticate, execute and deliver said documents.
IN WITNESS WHEREOF, the undersigned has executed this Certificate this
March 23, 1994.
MERIDIAN TRUST COMPANY OF
CALIFORNIA, as Trustee
By ---- L;✓ /
Authoriz Signatory
LA1-69935.3
MERIDIAN TRUST COMPANY OF CALIFORNIA
SECRETARY'S CERTIFICATE
I, Judy Davis, do hereby certify that:
(i) I am the duly elected Assistant Secretary of Meridian Trust Company of
California, a California trust company (the "Company");
(ii) attached hereto as Exhibit "A" is a copy of the Articles of Incorporation
of the Company, as such Articles exist as of the date hereof;
(iii) attached hereto as Exhibit "B" is a true and correct copy of a Certificate
of Authorization issued to the Company by the California Superintendent of Banks, which
Authorization has not been amended or rescinded and is in full force and effect as of the date
hereof;
(iv) attached hereto as Exhibit "C" is a true, correct and complete copy of the
Bylaws of the Company, and as such Bylaws exist as of the date hereof;
(v) attached hereto as Exhibit "D" is a true, correct, and complete copy of the
Signing Authority adopted by action of the Board of Directors of the Company and presently in
effect whereby Vice Presidents, Assistant Vice Presidents, Account Officers, Assistant Account
Officers, and Real Estate Officers are authorized, except as expressly limited therein, to execute,
sign and deliver any instrument or document on behalf of the Company in connection with the
exercise of any fiduciary or agency powers;
(vi) attached hereto as Exhibit "E" is a list of the persons who, as of the date
hereof, are certain duly elected officers of the Company, which list sets forth the title and
signature of each such officer next to his or her typed name, with which signatures I am
personally familiar and do certify as to their authenticity; and
(vii) the serving by the Company in the capacities required in connection with
the transaction described in Exhibit "F" attached hereto has, as of the date hereof, been duly
approved by the Company;
(viii) there are no proceedings pending or contemplated for the dissolution of the
Company.
IN WITNESS WHEREOF, I have hereunto executed this Certificate as Assistant
Secr y of the Company and affixed the seal of this Company this c,23rceday of
, 1994.
•
Judy Day , Assista$t Secretary
(Corporate Seal) Meridian Trust Company of California