HomeMy WebLinkAboutResolutions - No. 2001-305RESOLUTION NO. 2001-305
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LODI RELATING
TO ELECTRIC SYSTEM REVENUE VARIABLE RATE DEMAND
CERTIFICATES OF PARTICIPATION, 2002 SERIES A AUTHORIZING
EXECUTION AND DELIVERY OF AN INTEREST RATE SWAP AGREEMENT
AND DIRECTING CERTAIN ACTIONS RELATING THERETO
WHEREAS, the City of Lodi, a municipal corporation duly organized and existing under
and by virtue of the Constitution and laws of the State of California (the "City"), owns and
operates a municipal electric system (the "Electric System") to provide the City and its
inhabitants with electricity; and
WHEREAS, the City Council adopted Resolution No. 2001-303 on December 19, 2001,
whereby the City is authorized to enter into an Installment Purchase Contract (the "Installment
Purchase Contract") with the Lodi Public Improvement Corporation, a non-profit, public benefit
corporation duly organized and existing under and by virtue of the laws of the State of California
(the "Corporation"), whereby the Corporation will acquire from the City certain existing
improvements to the Electric System, as more fully described in Exhibit 1 to the Installment
Purchase Contract (the "Existing Facilities"), and whereby the Corporation will sell such Existing
Facilities back to the City as provided in the Installment Purchase Contract;
WHEREAS, pursuant to the Installment Purchase Contract, the City will be obligated to
make installment payments (the "Payments") to the Corporation for the purchase of the Existing
Facilities; and
WHEREAS, Resolution No. 2001-303 further approved the refinancing of the
improvements to the Existing Facilities as provided in the Installment Purchase Contract through
the execution and delivery of Electric System Revenue Variable Rate Demand Certificates of
Participation, 2002 Series A (the "Series A Certificates") and Electric System Revenue Certificates
of Participation, 2002 Taxable Series B (the "Series B Certificates"), evidencing proportionate
interests of the owners thereof in the Payments to be made by the City; and
WHEREAS, the City's obligation to make Payments under the Installment Purchase
Contract is a special obligation payable solely from Net Revenues (as defined in the Installment
Purchase Contract) of the Electric System; and
WHEREAS, the City proposes to enter into one or more interest rate swap agreements
with Salomon Brothers Holding Company Inc (the "Counterparty") in order to provide a
mechanism for economically converting the variable interest rate applicable to the Series A
Certificates to a fixed rate as authorized by Sections 5922 and 53534 of the California
Government Code; and
WHEREAS, the terms and conditions of such interest rate swaps shall be as set forth in
the ISDA Master Agreement, as amended and supplemented by the Schedule to the Master
Agreement (collectively, the "Master Agreement") and the ISDA Credit Support Annex to the
Schedule to the ISDA Master Agreement (the "Credit Support Annex"), each dated as of
September 29, 1999 and each between the City and the Counterparty; and
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WHEREAS, such interest rate swaps shall constitute a Transaction under the Master
Agreement (the "Transaction"), the specific terms of which shall be contained in one or more
Confirmations (the "Confirmation") to be delivered on the date the Transaction is agreed upon by
the parties; and
WHEREAS, the City's obligations under the Transaction will be special obligations payable
solely from Net Revenues of the Electric System on a parity with the City's obligations to make the
Payments under the Installment Purchase Contract; and
WHEREAS, the City's obligations under the Transaction may be secured by security
arrangements described in the Credit Support Annex or by an insurance policy; and
WHEREAS, all acts, conditions and things required by the laws of the State of California to
exist, to have happened and to have been performed precedent to and in connection with the
consummation of the transactions authorized hereby do exist, have happened and have been
performed in regular and due time, form and manner as required by law, and the City is now duly
authorized and empowered, pursuant to each and every requirement of law, to consummate such
transactions for the purpose, in the manner and upon the terms herein provided.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
LODI, AS FOLLOWS:
Section 1. The Transaction is hereby approved and the City Manager and the
Director of the Electric Utility, each acting singly, are hereby authorized to enter into the
Transaction and accept and execute the Confirmation describing the Transaction; provided,
however, that the following limitations shall be applicable to the Confirmation and Transaction:
(i) the term of the Transaction shall not exceed the final maturity of the Series A Certificates; (ii)
the aggregate notional amount of the Transaction shall not exceed the principal amount of the
Series A Certificates; (iii) the fixed rate payable by the City at any time under the Transaction
shall not exceed seven percent per annum (7%); and (iv) the variable rate payable by the
Counterparty under the Transaction shall be based upon such index as the officer signing the
Confirmation determines is reasonably expected to be substantially the same as the interest
rates expected to be borne by the Series A Certificates.
Section 2. The securing of the City's obligations under the Transaction either through
the use of an insurance policy or the execution and delivery of the Credit Support Annex is hereby
authorized and approved. The City Manager and the Director of the Electric Utility, each acting
singly, are hereby authorized to determine whether to utilize an insurance policy or the Credit
Support Annex to secure the City's obligations under the Transaction, which determination shall
be made on the basis of which security arrangement is in the best interests of the City and which
determination shall be conclusively evidenced by the execution and delivery of the Credit Support
Annex or the delivery of an insurance policy, as applicable. If the Credit Support Annex is
executed and delivered pursuant to this Section, the proper officers of the City are hereby
authorized and directed to deliver securities and to otherwise take all actions to perform the City's
obligations under the Credit Support Annex.
Section 3. The City Manager, the Director of the Electric Utility, the City Attorney and
the City Clerk and all other appropriate officials of the City are hereby authorized and directed to
execute such other agreements, documents and certificates, and to take such actions as may be
necessary or convenient, to carry out the City's obligations under and to effect the purposes of,
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the Master Agreement, the Credit Support Annex, the Transaction, the Confirmation, this
Resolution and the transactions herein authorized.
Section 4. Capitalized terms used in this Resolution and not otherwise defined shall
have the meanings given such terms pursuant to the Master Agreement.
Section 5. This Resolution shall take effect immediately upon its passage.
Date: December 19, 2001
I hereby certify that Resolution 2001-305 was passed and adopted by the City Council of
the City of Lodi in a regular meeting held December 19, 2001 by the following votes:
AYES: COUNCIL MEMBERS — Hitchcock, Howard, Land, Nakanishi,
and Mayor Pennino
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS — None
ABSTAIN: COUNCIL MEMBERS — None
Approved As to Form:
Randall A. Hays, City Attomey
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Susan J. Blackston, City Clerk
2001-305
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