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Resolution No. 82471 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 RESOLUTION NO. 8247 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VERNON AUTHORIZING THE ENTRY INTO ONE OR MORE INTEREST RATE SWAP TRANSACTIONS AND CERTAIN ACTIONS RELATING THERETO WHEREAS, the City of Vernon (the "City") is a municipal corporation and a chartered city of the State of California organized and existing under its Charter and the Constitution of the State of lCalifornia; and WHEREAS, the City is authorized pursuant to the provisions lof its Charter and the City of Vernon Municipal Facilities Revenue Bond Law, constituting Chapter 2, Article XI, of the Vernon City Code, to issue bonds, notes and other obligations payable from the Net Revenues of the Electric System (capitalized terms used herein and not otherwise defined shall have the meanings given such terms in the Master Indenture mentioned below) to finance the Costs of improvements and additions to the Electric System and to refund such bonds, notes and other obligations; and WHEREAS, pursuant to Resolution No. 8150 (the "Bond Resolution") adopted by the City Council on February 19, 2003, the City entered into that certain Indenture of Trust (the "Master Indenture"), dated as of April 1, 2003, with BNY Western Trust Company, as trustee (the "Trustee"), providing the terms of City of Vernon Electric System Revenue Bonds to finance the Costs of improvements and additions to the Electric System or to refund any Outstanding Bond or Bonds; and WHEREAS, pursuant to the Master Indenture, as supplemented by that certain First Supplemental Indenture of Trust, dated as of 1 April 1, 2003, the City has issued, and there remains outstanding, 2 $50,000,000 aggregate principal amount of City of Vernon Malburg 3 Generating Station Project Electric System Revenue Bonds, 2003 Series 4 A (the "2003 Series A Bonds") to finance a portion of the Costs of the 5 Malburg Generating Station; and 6 WHEREAS, pursuant to the Master Indenture, as supplemented 7 by that certain Second Supplemental Indenture of Trust, dated as of 8 April 1, 2003, the City has issued, and there remains outstanding, 9 $37,500,000 aggregate principal amount of City of Vernon Malburg 10 Generating Station Project Electric System Revenue Bonds, 2003 Series 11 B (the "2003 Series B Bonds") to finance a portion of the Costs of the 12 Malburg Generating Station; and 13 WHEREAS, pursuant to the Master Indenture, as supplemented 14 by that certain Third Supplemental Indenture of Trust, dated as of 15 April 1, 2003, the City has issued, and there remains outstanding, 16 $75,110,000 aggregate principal amount of City of Vernon Malburg 17 Generating Station Project Electric System Revenue Bonds, 2003 Series 18 C (the "2003 Series C Bonds" and, together with the 2003 Series A 19 Bonds and the 2003 Series B Bonds, the "2003 Series Bonds") to finance 20 a portion of the Costs of the Malburg Generating Station; and 21 WHEREAS, on February 19, 2003, the City Council of the City 22 of Vernon adopted Resolution No. 8151 approving the form of an 23 interest rate swap agreement and authorizing the entry into one or 24 more interest rate swap transactions and certain other actions 25 relating thereto; and 26 WHEREAS, the City has entered into that certain ISDA Master 27 Agreement, dated as of March 27, 2003, as amended and supplemented by 28 the Schedule to the Master Agreement and the Credit Support Annex, 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 each between the City and Bank of America, N.A. (such ISDA Master Agreement, as so amended and supplemented, being referred to as the "Swap Agreement"); and WHEREAS, the City Council desires to authorize certain officers of the City to enter into one or more interest rate swap transactions with respect to the 2003 Series Bonds as authorized by law, including the City Charter and Section 5922 of the California Government Code; and WHEREAS, each interest rate swap transaction authorized hereby shall constitute a Transaction (as defined in the Swap Agreement, a "Transaction"), the specific terms of which shall be contained in a Confirmation (as defined in the Swap Agreement, a "Confirmation") to be delivered on or about the date such Transaction is agreed upon by the parties; and WHEREAS, each Transaction is to constitute a Qualified Swap Agreement under the Master Indenture and the City's obligations under each Transaction will be a special obligation payable solely from the Net Revenues of the Electric System and the other funds included in the Trust Estate as provided in the Indenture. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF VERNON AS FOLLOWS: SECTION 1: The City Council of the City of Vernon hereby finds and determines that the recitals contained hereinabove are true and correct. SECTION 2: The City Administrator of the City (an "Authorized Officer") is hereby authorized, subject to the satisfaction of the applicable terms and conditions set forth in this Resolution, to.enter into a Transaction under the Swap Agreement by - 3 - 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 iWA 20 21 22 23 24 25 26 27 28 agreeing to, accepting and executing a Confirmation to place the subject 2003 Series Bonds on the desired interest rate basis at any time that City Administrator determines that it is in the best interests of the City in managing the City's interest rate position in connection with the 2003 Series Bonds on a on -going basis to modify the then applicable basis (the "Current Interest Rate Basis") on which payments are economically being made in connection with all or any portion of the 2003 Series Bonds (determined taking into account the effect of any interest rate swap or other transactions which economically modify the effective basis on which the City is making interest payments with respect to the subject 2003 Series Bonds, including without limitation reversals of Transactions under the Swap Agreement and economic reversals of such Transactions outside the Swap Agreement), and the City Clerk of the City (the "City Clerk") is hereby authorized to attest the Confirmation describing each such Transaction. SECTION 3: The Authorized Officer executing the Confirmation for each Transaction entered into pursuant to this Resolution shall specify the 2003 Series Bonds to which such Transaction relates (the "Related Bonds"). If the Current Interest Rate Basis for the Related Bonds is a fixed rate, the Transaction may modify such basis to a variable rate or to a different fixed rate. If the Current Interest Rate Basis for the Related Bonds is a variable rate, the Transaction may modify such basis to a fixed rate or change the index or other basis on which interest is determined. If the Current Interest Rate Basis with respect to the Related Bonds is a fixed rate which is to be adjusted to another fixed rate, then the new fixed rate shall be at least twenty-five (25) basis - 4 - 1 2 3 4 5 6 7 8 w: 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 points less than the existing fixed rate with respect to the Related Bonds. If the Current Interest Rate Basis with respect to the Related JBonds is a fixed rate which is to be adjusted to a variable .rate, then the variable rate in effect on the date of the applicable Transaction shall be at least fifty (50) basis points below the existing fixed rate with respect to the Related Bonds. If the Current Interest Rate Basis with respect to the Related Bonds is a variable rate which is to be adjusted to a fixed rate, then the fixed rate shall not be more than two hundred fifty basis points over variable rate in effect with respect to the Related Bonds on the date of the applicable Transaction. If the Current Interest Rate Basis with respect to the Related Bonds is a variable rate interest rate which is to be adjusted to another variable rate, then the new variable rate with respect to the Related Bonds effective on the date of the applicable Transaction shall not be greater than the variable rate then in effect on the date of the applicable Transaction. A Transaction may become effective on a date subsequent to the date of the Confirmation relating to such Transaction. A Transaction may utilize any index or basis in establishing a variable rate for a Transaction, including those with respect to taxable or tax-exempt interest rates or commodity or other prices, which are subject to verification from entities not party to the Transaction as may be approved by the Authorized Officer executing the Confirmation relating to such Transaction, such approval to be conclusively evidenced by the execution of such Confirmation. SECTION 4: In addition to the requirements of Section 3 of this Resolution, each Transaction and Confirmation entered into pursuant to this Resolution shall satisfy the following terms and - 5 - 04, 3 4 5 6 7 8 9 10 11 12 13 14 15 iM 17 18 19 20 21 22 23 24 25. 26 27 28 conditions: (i) the term of the Transaction shall not exceed the final maturity of the Related Bonds; (ii) the aggregate notional amount of all Transactions then in effect (and not economically reversed) with respect to the Related Bonds shall not exceed the principal amount of the outstanding Related Bonds; (iii) any fixed rate payable by the City under any such Transaction shall not exceed twenty percent (200) per annum; (iv) any fixed rate to be received by the City under any such Transaction shall not be less than three percent (30) per annum; and (v) all payment obligations of the City under the Confirmation and the Transaction shall be special obligations of the City payable as provided in the Indenture solely from the Net Revenues and the other funds included in the Trust Estate. SECTION 5: The City Council hereby finds and determines that the program of Transactions authorized hereby is designed to reduce the amount of interest cost to the City with respect to the 2003 Series Bonds. SECTION 6: Each of the City Administrator, the City Clerk, the Finance Administrator, and any other proper officer of the City is hereby authorized and directed, acting singly, to execute such other agreements, documents and certificates, and to take such actions, including providing securities as required by the Credit Support Annex, as may be necessary or convenient to carry out the City's obligations under and to effect the purposes of the Swap Agreement, each Transaction, each Confirmation, this Resolution and the transactions herein authorized. SECTION 7: All actions heretofore taken by any committee of the City Council, or any officer, representative or agent of the City - 6 - 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 in connection with the execution and delivery of the Swap Agreement and the performance of the Transactions and the other actions 1contemplated by this Resolution, is hereby ratified, approved and (confirmed. SECTION 8: The authorization to enter into Transactions in 1connection with the 2003 Series Bonds contained in this Resolution is an independent source of authority for the Transactions authorized hereby and is in addition to any other authorization to enter into interest rate swap transactions in connection with the 2003 Series Bonds contained in other resolutions of the City Council. The Transactions authorized hereby may be entered into upon satisfaction of only the terms and conditions contained herein without regard to other terms and conditions contained in other resolutions of the City Council in connection with interest rate swap transactions with respect to the 2003 Series.Bonds. This Resolution shall not be construed to limit or restrict the entry into Transactions authorized by other resolutions of the City Council or to modify or supplement the terms of any such resolution. SECTION 9: The City Clerk of the City of Vernon shall certify to the passage of this resolution, and thereupon and thereafter the same shall be in full force and effect. APPROVED AND ADOPTED this 16th day of July, 2003. ATTEST: BRUCE V. MALKENHORST, City Clerk LEONIS C. MALEkJRG, Ma or - 7 - 'CITY COUNCIL } LEONIS C. MALBURG Mayor THOMAS A. YBARRA Mayor Pro -Tern WM. 'BILL" DAVIS Councilman H. "LARRY" GONZALES Councilman W. MICHAEL MCCORMICK Councilman BRUCE V. MALKENHORST City Administrator/City Clerk FAX (323) 826-1438 City Council City of Vernon Honorable Members: CITY HALL 4305 SANTA FE AVENUE, VERNON, CALIFORNIA 90058 TELEPHONE (323) 583-8811 July 10, 2003 EDUARDO OLIVO City Attorney FAX: (562) 869-1883 KEVIN WILSON Director of Community Services & Water FAX: (323) 826-1435 KENNETH J. DeDARIO Director of Utilities FAX: (323) 826-1425 STEVEN E. PARKER Fire Chief FAX: (323) 826-1407 BRUCE W. OLSON Police Chief FAX: (323) 826-1481 It is hereby recommended that the City Administrator be authorized to manage the Malburg Generating Station Project Electric System Bond financing, including Weekly A & B series and Long term C series bonds which were the subject of an interest rate SWAP Agreement. Very truly yours, Bruce V. Malkenhorst City Administrator/City Clerk BVM/gm Memo To: Bruce V. Malkenhorst, City Administrator/City Clerk From: Eric Fresch, Finance Administrator Date: July 10, 2003 Re: Resolution Authorizing Entry into One or More Interest Rate SWAP Transactions - Malburg Generating Station Project Electric System Revenue Bonds The purpose of the resolution is to give authority to the City Administrator to manage the Malburg Generating Station Project bond financing, both the weekly A and B Series Bonds and the long-term C Series Bonds, which were the subject of an interest rate SWAP Agreement. • Page 1 Tetra -Tech Proposal Pipeline Extension