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2024-073 - Approving Revisions to the Municipal Securities
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2024-073 - Approving Revisions to the Municipal Securities
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Last modified
12/11/2024 12:03:11 PM
Creation date
12/11/2024 12:03:04 PM
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City Clerk
Doc Type
Resolution
Agency
Planning & Building
Item #
25
Date
12/3/2024
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• By a specified date, if available, audited annual financial statements for each Obligated Person ("Audited <br />Financial Statements" and together with the Annual Information Filing, the "Annual Report") and, if not <br />available by the date required, unaudited financial statements with Audited Financial Statements; <br />• In a timely manner within 10 business days of occurrence, notice of the occurrence of one or more of <br />the listed events described in the Rule (a "Rule 15c2-12 Event Notice"); and <br />• In a timely manner, notice of a failure of any Obligated Person required to make the Annual Information <br />Filing and/or file the Audited Financial Statements on or before the dates) specified in the Continuing <br />Disclosure Undertaking ("Notice of Failure"). <br />DISCLOSURE COMMITTEE <br />The Disclosure Committee ("Committee") shall be responsible for the general oversight of the disclosure <br />process, which includes: <br />A. Initial Offering Disclosure <br />• Participating in due diligence activities <br />• Reviewing each disclosure document <br />• Identifying subject matter reviewers ("Subject Matter Reviewers") <br />• Approving draft preliminary official statement before it is submitted to the City Council or such <br />other legislative body of the respective Santa Ana Issuer <br />B. Continuing Disclosure <br />• Periodically reviewing the Policy <br />• Periodically reviewing compliance difficulties and recommending changes <br />• Waiving procedures when appropriate <br />The composition of the Committee shall include, but not limited to the following: <br />• Executive Director of Finance <br />• Assistant Director of Finance <br />• Accounting Manager <br />• Disclosure Coordinator <br />• Representative from the City Attorney's Office (CAO) <br />Resolution No. 2024-073 <br />
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