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Item 33 - Pension Debt Refinancing and Related Bond Financing
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03/16/2021 Regular
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Item 33 - Pension Debt Refinancing and Related Bond Financing
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City Clerk
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Agenda Packet
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Clerk of the Council
Item #
33
Date
3/16/2021
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<br />23 <br />4846-5351-8811v3/200434-0005 <br />It is the City’s intent that redemption allocations made by DTC with respect to the Bonds be <br />made on a pro rata pass-through distribution of principal basis as described above. However, the <br />City cannot provide any assurance that DTC, DTC’s direct and indirect participants, or any other <br />intermediary will allocate the redemption of such Bonds on such basis. <br />If the Bonds are not registered in book-entry form and if fewer than all of the Bonds of the <br />same maturity and bearing the same interest rate are to be redeemed, the Bonds of such maturity and <br />bearing such interest rate to be redeemed will be selected on a pro rata basis, and the particular Bonds <br />of such maturity and bearing such interest rate to be redeemed will be selected by lot, provided that <br />any such redemption must be performed such that all Bonds remaining outstanding will be in <br />authorized denominations. <br />Upon surrender of a Bond to be redeemed in part, the Trustee will authenticate for the <br />registered owner a new Bond or Bonds of the same maturity and tenor equal in principal amount to <br />the unredeemed portion of the Bond surrendered. <br />ARTICLE V <br /> <br />APPLICATION OF PROCEEDS; <br />SOURCE OF PAYMENT OF BONDS <br />Section 5.01 Application of Proceeds and City Contribution. The net proceeds of the <br />sale of the Bonds received by the Trustee, $__________ ($__________principal amount, less <br />$__________ underwriter’s discount), shall be deposited by the Trustee as follows: <br />(i) the sum of $__________ shall be deposited into the Costs of Issuance <br />Fund; <br />(ii) the sum of $__________ shall be transferred to PERS and used to pay <br />the Unfunded Liability relating to the City’s PERS Safety Plan; and <br />(iii) the sum of $__________ shall be transferred to PERS and used to pay <br />the Unfunded Liability relating to the City’s PERS Miscellaneous Plan. <br />The City shall provide written payment instructions to the Trustee for the transfers above to <br />PERS, upon which the Trustee may conclusively rely. <br />The Trustee may establish and maintain for so long as is necessary one or more temporary <br />funds and accounts under this Trust Agreement, including but not limited to a temporary fund for <br />holding the proceeds of the Bonds. <br />Section 5.02 Sources of Payment of Bonds; Semi-Annual Payments by the City. <br />(a) The City shall provide for payment of principal or redemption price of and <br />interest on the Bonds from any source of legally available funds of the City. If any Bonds are <br />Outstanding, the City shall, no later than three Business Days preceding each Interest Payment Date <br />beginning __________ 1, 20__, deliver funds to the Trustee for deposit to the Revenue Fund in an <br />aggregate amount equal to the portion of the Annual Debt Service coming due on such Interest <br />Payment Date (less amounts on deposit in the Revenue Fund).
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