HomeMy WebLinkAbout9/2/2015 - STAFF REPORTS - 2.H. ;OE PALM$
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DATE: September 2, 2015 CONSENT CALENDAR
SUBJECT: APPROVE RENEWAL OF LETTER OF CREDIT FOR THE 2002
CERTIFICATES OF PARTICIPATION ISSUED TO FINANCE THE
DOWNTOWN PARKING STRUCTURE
FROM: David H. Ready, City Manager
BY: Suzanne Harrell, City Financial Advisor
SUMMARY
In 2002, the City issued Taxable Variable Rate Demand Certificates of Participation
(COPs) to finance the parking structure at the corner of Baristo Road and Indian
Canyon Drive. The COPs bear interest at a short term variable rate, reset every 7 days.
Owners of such short term variable rate debt can require the City to repurchase their
COPS on 7 days' notice. The funds for such a purchase are provided under a letter of
credit, and the City's remarketing agent then finds a new buyer to purchase the COPs
and repay any draw on the letter of credit.
The current Letter of Credit securing the COPs is issued by MUFG Union Bank
(formerly Union Bank of California) and expires on October 31, 2015. MUFG Union
Bank is offering to renew and extend the expiration date of the Letter of Credit to July
31, 2018. Staff is recommending approval of an amendment to the Reimbursement
Agreement with MUFG Union Bank, which governs the terms of the Letter of Credit
renewal, and associated Fee Agreement.
RECOMMENDATION:
1. Approve First Amendment to Reimbursement Agreement for the 2002
Certificates of Participation issued for the Downtown Parking Structure.
2. Approve Fee Agreement with MUFG Union Bank.
3. Authorize the City Manager to execute all necessary documents.
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City Council
September 2, 2015 -- Page 2
Renewal of Letter of Credit
STAFF ANALYSIS:
The COPS were issued to finance the original downtown parking structure located at the
corner of Baristo Road and Indian Canyon Drive. Because the City intended for much
of the parking to be reserved for restaurants and possibly tenant employee parking, the
COPs could not be issued as tax-exempt bonds.
Taxable municipal bond interest rates were extremely high in 2002 when the COPS
were issued, and it was determined that the most prudent way to finance the facility was
to issue taxable variable rate debt. The interest rate is reset every 7 days, keeping the
rate as low as possible.
Because the interest rate is reset every 7 days, investors are provided an opportunity to
sell their COPs back to the City every week. In order to maintain sufficient liquidity to
purchase any COPs on short notice, the City secured a letter of credit with by MUFG
Union Bank (formerly Union Bank of California) when the COPS were issued. If there
was ever a draw on the letter of credit to fund the purchase of COPS, the remarketing
agent finds new buyers for the COPS. The funds from the sale to a new buyer are used
to repay the letter of credit.
The typical term for a letter of credit is 3 years. The current Letter of Credit expires on
October 31, 2015. MUFG Union Bank is offering to renew and extend the expiration
date to July 31, 2018. Staff is recommending approval of an amendment to the
Reimbursement Agreement with MUFG Union Bank, which governs the terms of the
Letter of Credit renewal, and associated Fee Agreement. The fees are the same as the
last renewal in 2012.
FISCAL IMPACT:
The current annual fee is 1.25% of the Letter of Credit amount (outstanding par amount
of the COPs plus interest for 2 months), which decreases over time as the principal
balance of the COPs is paid down. The fees are the same as the last renewal in 2012.
Because of the current low interest rate environment, staff continues to explore methods
to fix the interest rate on the COPs without increasing the financing cost to the General
Fund. In the event that this cannot be completed prior to the current October 31, 2015
expiration date, it is prudent to enter into the agreement to extend the expiration of the
Letter of Credit to July 31, 2018 on the same terms.
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City Council
September 2, 2015 -- Page 3
Renewal of Letter of Credit
u ne Harrell Geoffrey Kiehl
City Financial Advisor Director of Finance
David H. Ready Dougl s C. Holland
City Manager City Attorney
Attachments:
First Amendment to Reimbursement Agreement
Fee Agreement
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EXECUTION COPY
FIRST AMENDMENT To REIMBURSEMENT AGREEMENT
This FIRST AMENDMENT TO REIMBURSEMENT AGREEMENT (this "Amendment") is
dated September 30, 2015 (the "Amendment Date"), between the CITY OF PALM SPRINGS (the
"City") and MUFG UNION BANK, N.A. (FORMERLY KNOWN AS UNION BANK OF CALIFORNIA,
N.A.), a national banking association (the "Bank"). All capitalized terms used herein and not
defined herein have the meanings set forth in the hereinafter defined Agreement.
WITNESSETH
WHEREAS, the City and the Bank have entered into the Reimbursement Agreement dated
as of August 1, 2002, as amended and supplemented to date (as the same may be further
amended, supplemented, modified or restated from time to time in accordance with the terms
thereof, the "Agreement");
WHEREAS,pursuant to Section 7.02 of the Agreement, the Agreement may be amended to
extend the Maturity Date by a written amendment thereto executed by the City and the Bank with
written notice to the Trustee and the Remarketing Agent; and
WHEREAS, the City has requested that the Bank extend the Maturity Date of the Letter of
Credit and the Bank is willing to do so on the terms and conditions set forth in this Amendment.
Now THEREFORE, in consideration of the premises, the parties hereto hereby agree as
follows:
1. AMENDMENTS.
Subject to the satisfaction of the conditions precedent set forth in Section 2 below, the
Agreement shall be and hereby is amended as follows:
1.01. The definition of "Maturity Date" set forth in Section 1.01 of the Agreement is
amended and restated in its entirety as follows:
"Maturity Date" means July 31, 2018, or such later date as agreed to by the
City and the Bank pursuant to Section 2.08 hereof.
1.02. Section 1.01 of the Agreement is amended by adding thereto the following new
defined terms to appear in the appropriate alphabetical order and to read as follows:
"Amendment Effective Date" means July 28, 2015.
"Amortization End Date" means the earlier to occur of (a) the third (3rd)
anniversary of the date the related Tender Advance was made and (b) the date each
Advance is required to be paid in full as provided in clause (A), (C), (D) or (E) of Section
2.05 hereof.
Amendment to Reimbursement Agreement 04
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"Amortization Payment Date" means, with respect to any Tender Advance (a) the
earlier to occur of(i)the first Business Day to occur at least ninety (90) days after the date
the related Tender Advance was made and (ii) the Stated Termination Date and, in either
case, each three (3) month anniversary of such date (provided, however, if any such
anniversary date is not a Business Day, the next succeeding day which is a Business Day)
occurring thereafter prior to the related Amortization End Date and (b) the related
Amortization End Date.
"Amortization Period" means the period commencing on the date the related
Advance is made and ending on the date on which the related Advance is payable in full
pursuant to the terms of Section 2.05 hereof.
"Anti-Corruption Laws" means all laws, rules, and regulations of any jurisdiction
applicable to the City from time to time concerning or relating to bribery or corruption.
"Applicable Law" means (i) all applicable common law and principles of equity
and (ii) all applicable provisions of all (A) constitutions, statutes, rules, regulations and
orders of all governmental and non-governmental bodies, (B) Governmental Approvals
and (C) orders, decisions, judgments and decrees of all courts (whether at law or in
equity) and arbitrators.
"Bank" means MUFG Union Bank, N.A. (formerly known as Union Bank of
California, N.A.), a national banking association and its permitted successors and
assigns.
"Change in Law" means the occurrence, after the Closing Date, of any of the
following: (a)the adoption or taking effect of any Law, including, without limitation
Risk-Based Capital Guidelines, (b) any change in any Law or in the administration,
interpretation, implementation or application thereof by any Governmental Authority
or (c) the making or issuance of any request, rule, ruling, guideline, regulation or
directive (whether or not having the force of law) by any Governmental Authority;
provided that notwithstanding anything herein to the contrary, (i) the Dodd-Frank
Wall Street Reform and Consumer Protection Act and all requests, rules, ruling,
guidelines, regulations or directives thereunder or issued in connection therewith and
(ii) all requests, rules, rulings, guidelines, regulations or directives promulgated by the
Bank for International Settlements, the Basel Committee on Banking Supervision (or
any successor or similar authority) or the United States of America or foreign
regulatory authorities shall in each case be deemed to be a "Change in Law,"
regardless of the date enacted, adopted or issued.
"Fee Agreement" means the Fee Agreement dated July 28, 2015, between the
City and the Bank, as the same may be amended, supplemented, modified or restated
from time to time.
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"Governmental Approval" means an authorization, permit, consent, approval,
license or exemption from, registration or filing with, or report to, any governmental or
regulatory unit.
"Governmental Authority" means the government of the United States of
America or any other nation or any political subdivision thereof or any governmental
or quasi-governmental entity, including any court, department, commission, board,
bureau, City, administration, central bank, service, district or other instrumentality of
any governmental entity or other entity exercising executive, legislative, judicial,
taxing, regulatory, fiscal, monetary or administrative powers or functions of or
pertaining to government (including any supra-national bodies such as the European
Union or European Central Bank), or any arbitrator, mediator or other Person with
authority to bind a party at law.
"Parlicipant(s)" means any bank(s) or other financial institution(s) that may
purchase from the Bank a participation interest in this Agreement, the Letter of
Credit, the Fee Agreement and certain of the Related Documents pursuant to a
participation agreement between the Bank and the Participant(s).
"Risk-Based Capital Guidelines" means (a)the risk-based capital guidelines
in effect in the United States of America, including transition rules, and (b) the
corresponding capital regulations promulgated by regulatory authorities outside the
United States of America including transition rules, and any amendment to such
regulations.
"Sanctions" means economic or financial sanctions or trade embargoes imposed,
administered or enforced from time to time by the U.S. government, including those
administered by the Office of Foreign Assets Control of the U.S. Department of the
Treasury or the U.S. Department of State.
"Sanctioned Country" means, at any time, a country or territory which is the
subject or target of any Sanctions.
"Sanctioned Person" means, at any time, (a) any Person listed in any Sanctions-
related list of designated Persons maintained by the Office of Foreign Assets Control of
the U.S. Department of the Treasury or the U.S. Department of State, (b) any Person
operating, organized or resident in a Sanctioned Country or (c) any Person controlled by
any such Person.
"Taxes" means all present or future taxes, levies, imposts, duties, deductions,
withholdings (including backup withholding), assessments, fees or other charges
imposed by any Governmental Authority, including any interest, fines, additions to
tax or penalties applicable thereto.
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1.03. Section 2.03 of the Agreement is amended and restated in its entirety as follows:
Section 2.03 Commissions. The City hereby agrees to pay, or cause to be
paid, to the Bank the fees set forth in the Fee Agreement on the dates and in the
amounts stated in the Fee Agreement, the terms of which Fee Agreement are
incorporated herein by reference as if fully set forth herein. Any reference herein or
in any other document to fees and/or other amounts or obligations payable hereunder
shall include, without limitation, all fees and other amounts or obligations payable
pursuant to the Fee Agreement, and any reference to this Agreement shall be deemed
to include a reference to the Fee Agreement.
1.04. Section 2.05 of the Agreement is amended and restated in its entirety as follows:
Section 2.05. Tender Advances. (a) In the event the Bank makes any
payment under the Letter of Credit pursuant to a Tender Draft and the conditions
set forth in Section 3.03 have been fulfilled, such payment shall constitute an
Advance made by the Bank to the City on the date and in the amount of such
payment, each such Advance being a "Tender Advance" and collectively the
"Tender Advances." The unpaid principal amount of any Tender Advance and all
accrued and unpaid interest thereon shall be repaid in accordance with the terms
of Sections 2.06 and 2.07; provided that the City promises to repay the then
unpaid amount of each Tender Advance to the Bank on the earliest to occur of:
(A)the date on which the Letter of Credit is replaced by an Alternate Letter of
Credit pursuant to the terms of the Trust Agreement; (B)the date on which any
Certificates purchased by the Bank with funds disbursed under the Letter of Credit
in connection with such Tender Draft are redeemed, prepaid or canceled pursuant
to the Trust Agreement; (C) the date on which any Certificates purchased by the
Bank with funds disbursed under the Letter of Credit in connection with the
related Tender Draft are remarketed pursuant to the Trust Agreement and the
Remarketing Agreement; (D) the Conversion Date and (E) the date on which the
Available Amount of the Letter of Credit is permanently reduced to zero or the
Letter of Credit is otherwise terminated (except as the result of the occurrence of
the Stated Termination Date);provided that, if and until such Tender Advance is
payable in full as provided above in this Section 2.05(a), each Tender Advance
shall be payable by the City, in quarterly principal installments (each a "Quarterly
Principal Payment") on each Amortization Payment Date related thereto
(commencing on the first such date to occur after the making of the related Tender
Advance), with the final installment in an amount equal to the entire then
outstanding principal amount of such Tender Advance being due and payable on
the related Amortization End Date. Each Quarterly Principal Payment shall be
that amount which will result in equal (as nearly as possible) aggregate Quarterly
Principal Payments over the applicable Amortization Period.
(b)(i) Upon the Bank's honoring any Tender Draft, the Bank shall
purchase the Bank Certificates in respect of which such Tender Draft is made, and
the City shall cause the Trustee to hold such Bank Certificates for the benefit of
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the Bank and register such Bank Certificates in the name of the Bank or its
nominee, or to otherwise deliver such Bank Certificates as directed by the Bank
pursuant to the Custody Agreement, which Bank Certificates may also be held in
book-entry form as described in the Custody Agreement. During such time as the
Bank is the owner of any Certificates, the Bank shall have all the rights granted to
an owner of the Certificates under the Indenture and such additional rights as may
be granted to the Bank hereunder. To the extent that the Bank actually receives
payment in respect of any Bank Certificate held by the Bank, the Advance made
in connection with the purchase of such Bank Certificate shall be deemed to have
been reduced pro tanto, with the Bank crediting any payment on such Bank
Certificate received, first, to the payment of any outstanding interest accrued on
the related Tender Advance, and, second, to the payment of the principal of such
Tender Advance. Any such payment or prepayment to be applied to principal of
outstanding Tender Advances hereunder shall be applied to the prepayment of
such Tender Advances in chronological order of their issuance hereunder and
within each Tender Advance in inverse order of the Principal Payments payable
thereon. Following the occurrence of an Event of Default, any payments received
by the Bank hereunder or under the Bank Certificates shall be applied by the Bank
to the payment of the Payment Obligations in such order as the Bank shall in its
sole discretion determine.
(ii) Bank Certificates shall bear interest at the Bank Rate from time to
time in effect and shall be redeemed on each Amortization Payment Date and in
the principal amounts equal to each Principal Payment payable by the City
pursuant to Section 2.03(a) hereof, and each such payment made to redeem Bank
Certificates which is received by the Bank shall be deemed to satisfy, on a dollar
for dollar basis, the aggregate Principal Payment due on the date of such payment.
1.05. Section 2.12(i) of the Agreement is amended and restated in its entirety as
follows:
(i) any lack of validity or enforceability of the Letter of Credit, the
Certificates, the Trust Agreement, the Lease Agreement, the Assignment Agreement,
the Custody Agreement, the Remarketing Agreement, the Certificate Purchase
Agreement, the Confirmation Agreement, the Confirming Letter of Credit, the Fee
Agreement or any other agreement or instrument relating thereto (collectively the
"Related Documents");
1.06. Article II of the Agreement is amended by inserting the following Section 2.14 in
the appropriate numerical order therein as follows:
Section 2.14 Increased Costs.
(a) Increased Costs Generally. If any Change in Law shall:
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(i) impose, modify or deem applicable any reserve, liquidity ratio, special
deposit, compulsory loan, insurance charge or similar requirement against assets of,
deposits with or for the account of, or advances, loans or other credit extended or
participated in by, the Bank or any Participant;
(ii) subject to the Bank or any Participant to any Taxes of any kind
whatsoever with respect to this Agreement or the Letter of Credit, or change the basis
of taxation of payments to the Bank or such Participant in respect thereof; or
(iii) impose on the Bank or any Participant any other condition, cost or
expense affecting this Agreement or the Letter of Credit;
and the result of any of the foregoing shall be to increase the cost to the Bank
or such Participant related to issuing or maintaining the Letter of Credit, or to reduce
the amount of any sum received or receivable by the Bank or such Participant
hereunder (whether of principal, interest or any other amount) then, upon written
request of the Bank or such Participant, the City shall promptly pay to the Bank or
such Participant, as the case may be, such additional amount or amounts as will
compensate the Bank or such Participant, as the case may be, for such additional costs
incurred or reduction suffered.
(b) Capital Requirements. If the Bank or any Participant determines that
any Change in Law affecting the Bank or such Participant or the Bank's or such
Participant's parent or holding company, if any, regarding capital requirements, has or
would have the effect of reducing the rate of return on the Bank's or such
Participant's capital or the capital of such the Bank's or such Participant's parent or
holding company holding, if any, as a consequence of this Agreement, or for
maintaining the Letter of Credit, to a level below that which the Bank or such
Participant or the Bank's or such Participant's parent or holding company could have
achieved but for such Change in Law (taking into consideration the Bank's or such
Participant's policies and the policies of the Bank's or such Participant's parent or
holding company with respect to capital adequacy), then from time to time upon
written request of the Bank or such Participant the City shall promptly pay to the
Bank or such Participant, as the case may be, such additional amount or amounts as
will compensate the Bank or such Participant or the Bank's or such Participant's
parent or holding company for any such reduction suffered.
(c) Certificates for Reimbursement. A certificate of the Bank or a
Participant setting forth the amount or amounts necessary to compensate the Bank or
any such Participant or the Bank's or any such Participant's parent or holding
company, as the case may be, as specified in paragraph (a) or (b) of this Section and
delivered to the City, shall be conclusive absent manifest error. The City shall pay the
Bank or any such Participant, as the case may be, the amount shown as due on any
such certificate within ten(10) days after receipt thereof.
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(d) Delay in Requests. Failure or delay on the part of the Bank or any such
Participant to demand compensation pursuant to this Section shall not constitute a
waiver of the Bank's or any such Participant's right to demand such compensation.
(e) Survival. Without prejudice to the survival of any other agreement of
the City hereunder, the agreements and obligations of the City contained in this
Section shall survive the termination of this Agreement and the Letter of Credit and
the payment in full of the Certificates and the obligations of the City thereunder and
hereunder.
1.07. Section 5.2 of the Agreement is amended by inserting the following Section
5.02(i) in the appropriate numerical order therein as follows:
(i) Immunity. To the fullest extent permitted by law, the City hereby agrees
not to assert the defense of sovereign immunity in any legal proceeding to enforce or
collect upon the obligations of the City under this Agreement or the Fee Agreement or the
transactions contemplated hereby.
1.08.Section 6.01(a) of the Agreement is hereby amended and restated in its entirety as
follows:
(a) The City shall fail to pay any amount payable hereunder or under the Fee
Agreement as and when due; or
1.09. Section 6.01(d) of the Agreement is hereby amended and restated in its entirety as
follows:
(d) The City shall fail to perform or observe any other term, covenant or
agreement contained in any other section of this Agreement on its part to be performed or
observed and any such failure shall remain unremedied for ten (10) days after the earlier
to occur of (i) written notice thereof shall have been given to City by the Bank or (ii)
actual knowledge thereof by the City; or
1.10. Section 6.01(e) of the Agreement is hereby amended and restated in its entirety as
follows:
(e) The City (i) defaults in any payment of any Debt beyond the period of
grace, if any, provided in the instrument or agreement under which such Debt was
created; or (ii) defaults in the observance or performance of any agreement or condition
relating to any Debt or contained in any instrument or agreement evidencing, securing or
relating thereto, or any other event occurs or condition exists, the effect of which default
or other event or condition is to cause, or to permit the holder or holders of such Debt (or
a trustee or agent on behalf of such holder or holders) to cause (determined without
regard to whether any notice is required), any such Debt to become due prior to its stated
maturity;
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1.11. Section 6.01 of the Agreement is amended by inserting the following Section
6.01(m) and (n) in the appropriate numerical order therein as follows:
(m) a debt moratorium, debt restructuring, debt adjustment or comparable
restriction is imposed on the repayment when due and payable of the principal of or
interest on any Debt of the City.
(n) the entry or filing of one or more judgments, writs or warrants of
attachment or of any similar process which, individually or in the aggregate, equal or
exceed $5,000,000, shall be rendered against the City or against any of its property and
the same shall not have been satisfied, stayed, vacated, discharged or bonded pending
appeal for a period of sixty (60) days, or any action shall be taken by a judgment creditor
to attach or levy upon any revenues or assets of the City to enforce any such judgment
1.12. Article VII of the Agreement is amended by inserting the following Sections 7.20,
7.21, 7.22, 7.23 and 7.24 in the appropriate numerical order therein as follows:
Section 7.20. USA PATRIOT Act Notice. The Bank hereby notifies the City that,
pursuant to the requirements of the USA Patriot Act (Title III of Pub. L. 107-56 (signed
into law October26, 2001)) (the "Act"), it is required to obtain, verify and record
information that identifies the City, which information includes the name and address of
the City and other information that will allow the Bank to identify the City in accordance
with the Act.
Section 7.21. Disclosure of Information. The Bank may disclose to any of its
affiliates and any permitted (actual or potential) assignee, transferee or participant any
information about the City as the Bank considers appropriate.
Section 7.22. OFAC. (a) The City will maintain in effect and enforce policies
and procedures designed to ensure compliance by the City and its directors, officers,
employees and agents with Anti-Corruption Laws and applicable Sanctions.
(b) The City shall not use, and shall not allow the use of, the proceeds
of any drawing under the Letter of Credit (A) in furtherance of an offer, payment, promise
to pay, or authorization of the payment or giving of money, or anything else of value, to
any Person in violation of any Anti-Corruption Laws, (B) for the purpose of funding,
financing or facilitating any activities, business or transaction of or with any Sanctioned
Person, or in any Sanctioned Country, or (C) in any manner that would result in the
violation of any Sanctions applicable to any party hereto.
Section 7.23. Assignment to Federal Reserve Bank. The Bank may at any time
assign or pledge a security interest in all or any portion of its rights under this Agreement
and the Fee Agreement to secure obligations of the Bank, including any pledge or
assignment to secure obligations to a Federal Reserve Bank or the United States Treasury
as collateral security pursuant to Regulation A of the City of Governors of the Federal
Reserve System and any Operating Circular issued by such Federal Reserve Bank,
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provided that any payment in respect of such assigned Payment Obligations made by the
City to the Bank in accordance with the terms of this Agreement shall satisfy the City's
Obligations hereunder in respect of such assigned Payment Obligation to the extent of
such payment. No such assignment shall release the Bank from its obligations hereunder.
Section 7.24. Arm's Length Transaction. The City acknowledges and agrees that
the transaction described in this Agreement is an arm's length commercial transaction
between the City and the Bank in which(i) the Bank is acting solely as a principal and not
as an advisor including, without limitation, a"Municipal Advisor" as such term is defined
in Section 15B of the Securities and Exchange Act of 1934, as amended, and the related
final rules (the "Municipal Advisor Rules"), agent or a fiduciary of the City, (ii) the Bank
is relying on the bank exemption in the Municipal Advisor Rules, (iii) the Bank has not
provided any advice or assumed any advisory or fiduciary responsibility in favor of the
City with respect to the transaction contemplated hereby and the discussions,
undertakings and procedures leading thereto (whether or not the Bank, or any affiliate of
the Bank, has provided other services or advised, or is currently providing other services
or advising the City on other matters), (iv) the Bank has financial and other interests that
differ from those of the City and, except as expressly agreed in writing by the relevant
parties, has not been, is not, and will not be acting as an advisor, agent or fiduciary, for
the City, or any other Person, (v) the Bank and its affiliates may be engaged in a broad
range of transactions that involve interests that differ from those of the City, and neither
the Bank nor any of its Affiliates has any obligation to disclose any of such interests to
the City and (vi) the City has consulted with its own financial, legal, accounting, tax and
other advisors, as applicable, to the extent it deemed appropriate. To the fullest extent
permitted by law, the City, hereby waives and releases any claims that it may have against
the Bank or any of its affiliates with respect to any breach or alleged breach of City or
fiduciary duty in connection with any aspect of any transactions contemplated hereby.
Section 7.25. Certain Obligations Payable as Additional Rental. All fees and
other payments (other than the obligation of the City to pay the Bank the principal of and
interest on unreimbursed Payment Drafts and Tender Advances) which are required to be
paid by the City hereunder constitute Additional Rental under and within the meaning of
the Lease Agreement, which the City is obligated to pay as Additional Rental for the
Property pursuant t Section 3.1(c)(vi) of the Lease Agreement.
2. CONDITIONS PRECEDENT.
The effectiveness of this Amendment is subject to the satisfaction of or waiver by the
Bank of all of the following conditions precedent:
2.01. Delivery by the City of an executed counterpart of each of(i) this Amendment and
(ii) the Fee Agreement dated the date hereof between the City and the Bank (the "Fee
Agreement" and, together with the Amendment, the "Amendment Documents").
2.02. The following statements shall be true and correct as of the date hereof:
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(a) the representations of the City contained in Article IV of the Agreement are
true and correct on and as of the date hereof as though made on and as of such date
(except to the extent the same expressly relate to an earlier date); and
(b) no default or Event of Default has occurred and is continuing or would result
from the execution of the Amendment Documents.
2.03. The Bank shall have received (a) resolutions of the City or other evidence which
demonstrates that the City is authorized to enter into the Amendment Documents and (b) an
incumbency certificate of the City with respect to the officers thereof authorized to execute the
Amendment Documents.
2.04. The Bank shall have received a legal opinion of counsel to the City addressed to the
Bank and in form and substance satisfactory to the Bank and its counsel.
2.05. Payment to the Bank promptly following receipt of an invoice of the reasonable
legal fees and expenses of counsel to the Bank(in an amount estimated at $7,500).
2.06. All other legal matters pertaining to the execution and delivery of this Amendment
shall be reasonably satisfactory to the Bank and its counsel.
3. REPRESENTATIONS OF THE CITY.
In addition to the representations given in Article IV of the Agreement, the City hereby
represents as follows:
3.01. The execution and delivery by the City of the Amendment Documents has been duly
authorized by all necessary action of the City, and no further approval, authorization or consents
are required by law or otherwise. The Amendment Documents and the Agreement, as amended
hereby, constitute the legal, valid and binding obligations of the City enforceable in accordance
with their respective 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. Each of the Amendment Documents and the Agreement, as amended
hereby, is or on the date hereof will be in full force and effect.
3.02. All consents, licenses, approvals, validations and authorizations of, and
registrations, validations or declarations by or with any court or any Governmental Authority
required to be obtained in connection with the execution, delivery, performance, validity or
enforceability of the Amendment Documents and the Agreement, as amended hereby, have been
obtained and are in full force and effect.
4. REQUEST FOR EXTENSION OF MATURITY DATE.
The City hereby requests that the Bank extend the Maturity Date of the Letter of Credit to
July 31, 2018, and the Bank, upon the effectiveness of this Amendment, the agrees to such
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request and the City agrees to deliver the written Notice of Extension of the Maturity Date to the
Trustee and the Remarketing Agent substantially in the form attached hereto as Exhibit A to
effectuate such extension.
5. MISCELLANEOUS.
Except as specifically amended herein, the Agreement shall continue in full force and
effect in accordance with its terms. Reference to this Amendment need not be made in any note,
document, agreement, letter, certificate, the Agreement or any communication issued or made
subsequent to or with respect to the Agreement, it being hereby agreed that any reference to the
Agreement shall be sufficient to refer to, and shall mean and be a reference to, the Agreement, as
hereby amended. In case any one or more of the provisions contained herein should be invalid,
illegal or unenforceable in any respect, the validity, legality and enforceability of the remaining
provisions contained herein shall not in any way be affected or impaired hereby. THIS
AMENDMENT SHALL BE GOVERNED BY, AND CONSTRUED IN ACCORDANCE WITH, THE LAWS OF
THE STATE OF CALIFORNIA.
This Amendment may be simultaneously executed in several counterparts, each of which
shall be an original and all of which shall constitute but one and the same instrument. Delivery
of an executed counterpart of a signature page of this Amendment by facsimile transmission or
by e-mail with a pdf copy or other replicating image attached, will be effective as delivery of a
manually executed counterpart of this Amendment, and any printed or copied version of any
signature page so delivered will have the same force and effect as an originally signed version of
such signature page.
[SIGNATURE PAGE TO FOLLOW]
-11- 14
IN WITNESS WHEREOF, the parties hereto have caused this Amendment to be duly
executed and delivered by their respective officers as of the Amendment Date.
MUFG UNION BANK,N.A. (FORMERLY KNOWN
AS UNION BANK OF CALIFORNIA,N.A.)
By
Name Anne Kupfer
Title Director
CITY OF PALM SPRINGS
By
Name
Title
Signature Page to First Amendment to Reimbursement Agreement 15
EXHIBIT A
FORM OF NOTICE OF EXTENSION
The undersigned, a duly authorized officer of the CITY OF PALM SPRINGS (the "City"),
hereby notifies the Trustee and the Remarketing Agent, pursuant to Section 2.08 of the
Reimbursement Agreement, dated as of August 1, 2002 (the "Reimbursement Agreement")
between the City and MUFG Union Bank, N.A. (formerly known as Union Bank of California,
N.A.), that the Maturity Date has been extended from July 31, 2015 to July 31, 2018. All
capitalized terms used herein and not defined herein have the meanings set forth in the
Reimbursement Agreement.
CITY OF PALM SPRINGS
By
Name
Title
is
EXECUTION COPY
FEE AGREEMENT
DATED AS OF SEPTEMBER 30,2015
Reference is hereby made to (i) the Reimbursement Agreement dated as of August I,
2002, as amended and supplemented to date (the "Agreement"), between the CITY OF PALM
SPRINGS (the "City") and MUFG UNION BANK, N.A. (FORMERLY KNOWN AS UNION BANK OF
CALIFORNIA, N.A.) (the "Bank"), relating to the City of Palm Springs Taxable Variable Rate
Demand Certificates of Participation, 2002 Series A (the "Certificates"), and (ii) the Irrevocable
Letter of Credit dated August 1, 2002, as amended and supplemented to date (the "Letter of
Credit"), issued by the Bank pursuant to the Agreement, supporting the Certificates.
The purpose of this Fee Agreement is to confirm the agreement between the Bank and the
City with respect to the Facility Fees (as defined below) and certain other fees payable by the
City to the Bank. This Fee Agreement is the Fee Agreement referenced in the Agreement, and
the terms hereof are incorporated by reference into the Agreement.
ARTICLE 1. FEES.
Section 1.1. Facility Fees. The City hereby agrees to pay or cause to be paid to the
Bank in arrears on October 1, 2015 (for the period commencing on August 1, 2015, to but not
including September 30, 2015) and on the first Business Day of each January, April, July and
October (each, a "Quarterly Payment Date") occurring prior to the Stated Termination Date, and
on the Stated Termination, for each day during the immediately preceding fee period, a non-
refundable fee (the "Letter of Credit Fee") in an amount equal to the product of 1.25% per
annum and Stated Amount for each day during such fee period (the "Commitment Fee Rate").
The Letter of Credit Fee shall be calculated on the basis of a year of 360 days and the actual
number of days elapsed and shall be payable in immediately available funds.
For purposes of this Section 1.1, "Stated Amount" means $7,046,858.63, as such amount
may be permanently reduced from time to time in accordance with the Letter of Credit.
Section 1.2. Transfer Fee. The City shall pay, or cause to be paid, to the Bank, upon
each transfer of the Letter of Credit in accordance with its terms, a transfer commission equal to
$2,000. A transfer is deemed to have occurred whenever the Trustee is replaced, substituted or
changed as a result of sale, assignment, merger, consolidation, reorganization or an act of law.
Section 1.3. Draw Fee. The City shall pay to the Bank upon each draw under the Letter
of Credit a sum equal to $250, payable on the Draw Date.
Section 1.4. Default Fee. The City shall pay, or cause to be paid, to the Bank during the
period of any Event of Default hereunder, regardless of whether the Bank has exercised any of
its remedies as described in Section 6.02 of the Agreement, a default fee based on the Available
Amount in effect, from the date such Event of Default has occurred until the earlier of the date
such Event of Default is cured or the date all obligations under the Agreement and hereunder
have been paid in full, at the rate of 3% per annum. The default fee shall be payable monthly in
arrears, on the last day of each month, and on the day the Event of Default is cured or, if earlier,
Revised_Palm_Springs_Fee_Agmt_3820874 01 07.docx r .r
4183307 J
the Stated Termination Date or the date on which all obligations due and owing under the
Agreement and hereunder have been paid in full.
Section 1.5. Confrming Credit Entity's Fee. All of the above fees are in addition to and
not in lieu of any fees which may be charged by the Confirming Credit Entity. The City shall
pay, or cause to be paid, to the Confirming Credit Entity its fees for providing the Confirming
Letter of Credit, including but not limited to those fees set forth in Sections 2.02 and 2.07(b) of
the Confirmation Agreement (or to the Bank, in reimbursement of amounts it paid in such
regard). The annual fee is 0.25% and, as a courtesy, may be billed directly to the City by the
Confirming Credit Entity.
Section 1.6. Additional Rental. All of the above fees set forth in this Agreement shall be
payable by the City as Additional Rental under the Lease Agreement.
ARTICLE 11. MISCELLANEOUS.
Section 2.1. Amendments. No amendment to this Fee Agreement shall become effective
without the prior written consent of the City and the Bank.
Section 2.2. Governing Law. THIS FEE AGREEMENT SHALL BE DEEMED TO BE A
CONTRACT UNDER, AND FOR ALL PURPOSES SHALL BE GOVERNED BY, AND CONSTRUED IN
ACCORDANCE WITH,THE LAWS OF THE STATE OF CALIFORNIA.
Section 2.3. Counterparts. This Fee Agreement may be executed in two or more
counterparts, each of which shall constitute an original, but when taken together shall constitute
but one agreement and any of the parties hereto may execute this Fee Agreement by signing any
such counterpart. This Fee Agreement may be delivered by the exchange of signed signature
pages by facsimile transmission or by attaching a pdf copy to an email, and any printed or copied
version of any signature page so delivered shall have the same force and effect as an originally
signed version of such signature page.
Section 2.4. Severability. Any provision of this Fee Agreement which is prohibited,
unenforceable or not authorized in any jurisdiction shall, as to such jurisdiction, be ineffective to
the extent of such prohibition, unenforceability or non-authorization without invalidating the
remaining provisions hereof or affecting the validity, enforceability or legality of such provision
in any other jurisdiction.
Section 2.5. No Disclosure. Unless required by law, the City shall not deliver or permit,
authorize or consent to the delivery of this Fee Agreement to the Remarketing Agent or any other
Person for delivery to the Municipal Securities Rulemaking Board unless the Bank provides its
prior written consent.
[REMAINDER OF PAGE INTENTIONALLY LEFT BLANK]
2 28
IN WITNESS WHEREOF, the parties hereto have caused this Fee Agreement to be duly
executed and delivered by their respective officers thereunto duly authorized as of the date first
written above.
CITY OF PALM SPRINGS
By:
Name:
Title:
MUFG UNION BANK,N.A. (FORMERLY KNOWN
AS UNION BANK OF CALIFORNIA,N.A.)
By:
Name: Anne Kupfer
Title: Director
[Signature Page to Fee Agreement] 19