HomeMy WebLinkAbout85-23 - Amending Chapter 3.26 to Permit the Issuance of Revenue Bonds for Hospitals and Recreational FacilitiesORDINANCE NO. 85 -23
AN ORDINANCE OF THE CITY OF NEWPORT BEACH
• AMENDING CHAPTER 3.26 TO PERMIT THE ISSUANCE
OF REVENUE BONDS FOR HOSPITALS AND
RECREATIONAL FACILITIES.
THE CITY COUNCIL OF THE CITY OF NEWPORT BEACH DOES
ORDAIN AS FOLLOWS:
SECTION 1. Chapter 3.26 of the Newport Beach Municipal
Code is amended to read as follows:
Sections:
3. 26.010
3. 26.020
3. 26.030
• 3.26.040
3. 26.050
3.26.060
3.26.070
3.26.080
3.26.090
3.26.100
3.26.110
3.26.120
•
Short Title.
Purpose.
Definitions.
Powers.
Bonds.
Independent Validity of Bonds.
Liberal Construction.
Effective of omission or Defect.
Authority.
Provisions of this Ordinance are
Complete, Alternative.
Inconsistency with Other Statutes.
Partial Invalidity.
3.26.010 Short Title. This chapter shall be known
as the "Health Care and Recreation Facilities Revenue Bond
Ordinance" of the City of Newport Beach. (Ord.).
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3.26.020 Purpose. The City Council finds that the
ordinance codified in this Chapter is intended to establish a
procedure whereby the City provides assistance in the financing
of improvements to non - profit health care and recreation
• facilities located within the City of Newport Beach. By
providing such assistance, and in reducing the cost of financing
improvements, the City will enable non - profit health care,
recreational facilities to lower costs of those services, to
provide better and more efficient service than would otherwise be
available, and will enable non - profit recreation facilities to
provide sports or recreational opportunities that would otherwise
be unavailable to residents of the City.
The City Council also declares that the significant
public benefit that derives from the exercise of powers described
in this ordinance will not result in any adverse financial impact
on the City of Newport Beach, nor will the City take any action
which would create any debt or liability on the part of the City,
• or any obligation to levy or impose taxes or assessments or
otherwise affect the finances or credit of the City of Newport
•
Beach.
The City Council also declares that, in order to ensure
that the participation of the City in financing is for a public
purpose, the City may impose fees, charges or financial
commitments on the part of the participating institutions, as may
be necessary or appropriate to recover administrative costs and
expenses incurred in the exercise of the powers and duties
conferred by this ordinance or to defray certain costs annually
incurred by the City in providing emergency health care and
recreation facilities and programs.
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3.26.030 Definitions. Unless the context otherwise
requires, the terms defined in this ordinance shall have the
following meanings:
(a) "Bonds" means any bonds, notes, certificates,
• debentures or other obligations issued or entered into by the
City pursuant to this ordinance and payable exclusively from
revenues as in this ordinance defined and from any other funds
specified in this ordinance upon which such obligations may be
made a charge and from which they are made payable.
(b) "City" means the City of Newport Beach.
(c) "Cost" means the total of all costs incurred by or
on behalf of a participating institution necessary or incident to
carrying out the purpose, as specified in subsection (a), (b) or
(c) Section 3.26.040, for which a series of bonds is issued, as
are approved by the City as reasonable and necessary for carrying
out all works and undertakings necessary or incident to such
purpose. "Cost," as applied to a project or portion thereof,
financed with the proceeds of any series of bonds issued
• hereunder means and includes, without limitation, all or any part
of the cost of construction and acquisition of all lands,
structures, real or personal property, rights, rights -of -way,
franchises, easements and interests acquired or used for such
project, the cost of demolishing or removing any buildings or
structures on land so acquired, including the cost of acquiring
any lands to which such buildings or structures may be moved, the
cost of all machinery and equipment, financing charges, reserves
for principal and interest and for extensions, enlargements,
additions, replacements, renovations and improvements, the cost
of engineering, reasonable financial and legal services, plans,
specifications, studies, surveys, estimates, administrative
expenses and other expenses necessary or incident to determining
the feasibility or constructing any such project or incident to
• determining the feasibility of constructing any such project or
incident to the construction or acquisition or financing
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Newport Beach.
(e) "Health facility" means any facility, place or
building which is maintained and operated for the diagnosis,
care, prevention or treatment of human illness, physical or
mental, including convalescence, rehabilitation or care during
and after pregnancy, or for any one or more of these services,
and which provides to residents of the City health care services
designated as such in an agreement between the City and the
participating health institution providing or operating such
facility, place or building.
"Health facility" includes a portion of the above types
of facilities and includes facilities operated in conjunction
• with one of the above types of facilities and required or useful,
as determined by resolution of the Council, for the operation of
a health facility, including but not limited to: a laboratory, a
laundry, a nurses' or interns' residence, a housing facility for
patients, staff or employees and the families of any of them, an
administration building or buildings to house offices of the
participating health institution, a research, maintenance,
storage, utility or parking facility and all structures or
facilities related to any of the foregoing.
"Health facility" shall not include any building used or
to be used primarily for sectarian instruction or study or as a
place for devotional activities or religious worship.
(f) "Recreation facility" means any facility, place or
building which is maintained and operated by a non - profit
corporation for the purpose of providing facilities for sports
and recreational activities, as well as equipment and
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thereof.
"Cost" also may include reimbursement
of any such costs
incurred
by a participating institution prior
to or after the
enactment
of this ordinance or prior to or after
the enactment of
a resolution
of the Council with respect to the
issuance of such
•
series of
bonds.
(d) "Council" means the City Council
of the City of
Newport Beach.
(e) "Health facility" means any facility, place or
building which is maintained and operated for the diagnosis,
care, prevention or treatment of human illness, physical or
mental, including convalescence, rehabilitation or care during
and after pregnancy, or for any one or more of these services,
and which provides to residents of the City health care services
designated as such in an agreement between the City and the
participating health institution providing or operating such
facility, place or building.
"Health facility" includes a portion of the above types
of facilities and includes facilities operated in conjunction
• with one of the above types of facilities and required or useful,
as determined by resolution of the Council, for the operation of
a health facility, including but not limited to: a laboratory, a
laundry, a nurses' or interns' residence, a housing facility for
patients, staff or employees and the families of any of them, an
administration building or buildings to house offices of the
participating health institution, a research, maintenance,
storage, utility or parking facility and all structures or
facilities related to any of the foregoing.
"Health facility" shall not include any building used or
to be used primarily for sectarian instruction or study or as a
place for devotional activities or religious worship.
(f) "Recreation facility" means any facility, place or
building which is maintained and operated by a non - profit
corporation for the purpose of providing facilities for sports
and recreational activities, as well as equipment and
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comprehensive programs to improve physical fitness, and which
provides to all residents of the City such facilities and
programs as designated in an agreement between the City and the
participating recreation institution providing or operating such
• facility, place or building.
"Recreation facility" includes a portion of a recreation
facility and includes facilities operated in conjunction with a
recreation facility and required or useful, as determined by
resolution of the Council, for the operation of a recreation
facility, including but not limited to: an administration
building or buildings to house offices of the participating
recreation institution, a maintenance, storage, utility or
parking facility and all structures or facilities related to any
of the foregoing.
"Recreation facility" shall not include any building
used or to be used primarily for sectarian instruction or study
or as a place for devotional activities or religious worship.
(g) "Improvement of a health facility" shall include,
• without limitation, the additions to or replacement of a health
facility or the acquisition of equipment in connection with the
operation of such health facility.
(h) "Improvement of recreation facility" shall include,
without limitation, the additions to or replacement of a
recreation facility, or the acquisition of equipment in
connection with the operation of such a facility.
(i) "Participating health institution" means a private
nonprofit corporation or association authorized by the laws of
the State of California to provide or operate a health facility
as defined in this ordinance and which, pursuant to the
provisions of this ordinance, undertakes the financing of the
acquisition, construction or improvement of a health facility or
undertakes the refunding or refinancing of obligations incurred
• to finance the acquisition, construction or improvement of a
health facility, or any corporation which is a nonprofit
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corporation in California or a sister state of the United States
of America which is the sole member of such a corporation or
association.
(j) "Participating recreation institution" means a
• private non - profit corporation or association authorized by the
laws of the State of California to provide or operate a
recreation facility as defined in this ordinance and which,
pursuant to the provisions of this ordinance, undertakes the
financing of the acquisition, construction or improvement of a
recreation facility or undertakes the refunding or refinancing of
obligations incurred to finance the acquisition, construction or
improvement of a recreation facility, or any corporation which is
a non - profit corporation in California or a sister state of the
United States of America which is the sole member of such a
corporation or association.
(k) "Participating institution" means a participating
health institution or a participating recreation institution.
(1) "Revenue" means amounts received by the City as
• repayment of principal, interest, and all other charges with
respect to a loan under this ordinance, any proceeds received by
the City from mortgage, hazard or other insurance on or with
respect to such a loan, all other rents, charges, fees, income
and receipts derived by the City from the financing or
refinancing of a health or recreation facility under this
ordinance, any amounts received by the City as investment
earnings on moneys deposited in a reserve fund or any similar
fund securing bonds, and such other moneys as the Council may, in
its discretion, lawfully designate as revenues. (Ord. 84 -4 S 2
(part), 1984).
3.26.040 Powers. The City Council shall, within the
context of this ordinance, have the following powers:
• (a) Loan For Health or Recreation Facility. The City
may make, purchase, or otherwise contract for the making of a
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secured or unsecured loan upon such terms and conditions as the
City shall deem proper, to any participating institution for the
cost of acquiring, constructing, rehabilitating or improving a
health or recreation facility or financing thereof or of working
• capital therefor, including reimbursement to such participating
institution of costs already expended for such purpose.
(b) Loan to Refund or Refinance Health or Recreation
Facility. The City may make, purchase, or otherwise contract for
the making of a secured or unsecured loan, upon such terms and
conditions as the City shall deem proper, to any participating
institution or exchange its bonds in order to refund or refinance
outstanding obligations of such participating institution
incurred to finance the cost of acquiring, constructing,
rehabilitating or improving a health or recreation facility or
financing of working capital for such facility, whether such
obligations were incurred prior to or after the enactment of this
ordinance, if the City finds that such refunding or refinancing
is in the public interest and either alleviates a financial or
• operating hardship of such participating institution, or is in
connection with other financing by the City for such
participating institution or may be expected to result in lower
charges or containment of the rate of increase in hospital rates
and savings to third parties, including government, and to others
who must pay for care, or any combination thereof.
(c) Sale or Lease of Health or Recreation Facility by
City. The City may acquire, construct, enlarge, remodel,
renovate, alter, improve, furnish, equip, own or lease as lessee
a health or recreation facility for the purpose of selling or
leasing such facility to a participating institution and may
designate such participating institution as its agent to
undertake to construct, enlarge, remodel, renovate, alter,
improve, furnish, and equip such facility.
• The City may sell or lease, upon such terms and
conditions as the City shall deem proper, to any such
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participating institution any health or recreation facility owned
by the City under this ordinance, including a facility conveyed
to the City in connection with a financing under this ordinance
but not being financed or refinanced hereunder.
• (d) Recovery of Costs and Expenses by City. The City
may charge participating institutions application, commitment,
financing and other fees, to recover all administrative and other
costs and expenses incurred in the exercise of the powers and
duties conferred by this ordinance, or impose fees, charges or
other financial commitments to ensure, that the exercise of such
powers is in furtherance of the public health, safety and welfare
of the citizens of the City of Newport Beach. The City Council
is also specifically authorized to require the payment of such
fees as it deems appropriate in order to defray certain costs
annually incurred by the City in providing emergency health care
and recreation facilities and programs.
(e) Insurance of Guarantee of Payment. The City may
obtain, or aid in obtaining, from any department or agency of the
• United States or of the State of California or any private
company, any insurance or guarantee as to, or of, or for the
payment or repayment of, interest or principal, or both, or any
part thereof, on any loan, lease or sale obligation or any
instrument evidencing or securing the same, made or entered into
pursuant to the provisions of this ordinance; and may accept
payment in such manner and form as provided therein in the event
of a default by a participating institution and may assign any
such insurance or guarantee as security for bonds. The City also
may provide for the maintenance of letters of credit or other
credit enhancement devices, for the guarantee of, or for the
payment or repayment of, interest or principal, or both, or any
part thereof, of any services of bonds issued pursuant to this
ordinance.
(f) Fixing Rents, Fees, Rates, Etc. The City may fix
rents, payments, fees, charges and interest rates for financing
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under this ordinance and may agree to revise from time to time
such rents, payments, fees, charges and interest rates to reflect
changes in interest rates on bonds, losses due to defaults or
changes in other expenses related to this ordinance, including
• City administrative expenses.
(g) Deeds of Trust or ISortages as Security. The City
may hold deeds of trust, mortgages or other security instruments
as security for loans under this ordinance and may pledge or
assign the same as security for repayment of bonds. Such deeds
of trust, mortgages or other security instruments may be assigned
to, and held on behalf of the City by, any bank or trust company
within any state of the United States of America appointed to act
as trustee by the City in any resolution or indenture providing
for issuance of bonds under this ordinance.
(h) Employment of Experts and Consultants. The City
may employ such engineering, architectural, financial,
accounting, legal or other services as may be necessary in the
judgment of the City of the purposes of this ordinance.
• (i) Do All Things Necessary and Convenient. In
addition to all other powers specifically described in this
ordinance, the City may do all things necessary or convenient to
carry out the purposes of this ordinance provided, however, that
at no time shall the Council take any action which would:
1. Constitute a debt of liability of the City;
2. Constitute a pledge of the faith and /or credit of
the City;
3. Obligate the City, directly, indirectly or
contingently, to impose any form of taxation or assessment, or to
make any appropriation for the payment of any bonds or
indebtedness; or
4. Obligate the City to pledge or otherwise encumber
any of its assets. (Ord. 84 -4 $ 2 (part), 1984).
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3.26.050 Bonds. the City may, from time to time,
issue bonds for any of the purposes specified in subsections (a),
(b) and (c) of Section 3.26.040. Bonds shall be negotiable
instruments for all purposes, subject only to the provisions of
such bonds for registration.
1. Issuance of Limited Obligation Bonds. Every issue
of bonds shall be a limited obligation of the City payable solely
from all or any specified part of the revenues and the moneys and
assets authorized in this ordinance to be pledged or assigned to
secure payment of bonds. Such revenues, moneys or assets shall
be the sole source of repayment of such issue of bonds. Bonds
issued under the provisions of this ordinance shall not be deemed
to constitute a debt or liability of the City or pledge of the
faith and credit of the City but shall be payable solely from
specified revenues, moneys and assets. The issuance of bonds
shall not directly, indirectly, or contingently obligate the City
to levy or pledge any form of taxation or to make any
appropriation for their payment. All bonds shall contain on the
face thereof a statement to the following effect:
Neither the faith and credit nor the taxing power of the
City of Newport Beach, the State of California, any political
subdivision thereof is pledged to the payment of the principal of
or premium or interest on this bond.
2. Amount of bonds. In determining the amount of
bonds to be issued, the City may include all costs of the
issuance of such bonds, reserves for debt service and for
repairs, replacement, additions and improvements, and interest on
the bonds during the construction period and for such period
thereafter as the City may determine.
3. Type, Form and Sale of Bonds. Bonds may be issued
as serial bonds, term bonds, installments bonds or passthrough
certificates or any combination thereof. Bonds shall be
authorized by resolution of the Council and shall bear such date
or dates, mature at such time or times, bear interest at such
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fixed or variable rate or rates, be payable at such time or
times, be in such denomination, be in such form, carry such
registration privileges, be executed in such manner, be payable
in lawful money of the United States of America at such place or
• places, be subject to such terms of redemption and have such
other terms and conditions as such resolution or any indenture
authorized by such resolution to be entered into by the City may
provide. Bonds may be sold at either a public or private sale
and for such prices as the City may determine. Pending
preparation of definitive bonds, the City may issue temporary
bonds, which shall be exchanged for such definitive bonds when
prepared.
4. Terms and Conditions of Bonds. Any resolution
authorizing any bonds or any issue of bonds, or any indenture
authorized by such resolution to be entered into by the City, may
contain provisions respecting any of the following terms and
conditions, which shall be a part of the contract with the
holders of such bonds:
• (a) The terms, conditions and form of such bonds and
the interest and principal to be paid thereon;
(b) Limitations on the uses and purposes to which the
proceeds of sale of such bonds may be applied, and the pledge or
assignment of such proceeds to secure the payment of such bonds;
(c) Limitations on the issuance of additional parity
bonds, the terms upon which additional parity bonds may be issued
and secured, and the refunding of outstanding bonds;
(d) The setting aside of reserves, sinking funds, and
such other funds as are necessary and the regulation and
disposition thereof;
(e) The pledge or assignment of all or any part of the
revenues and the use and disposition thereof, subject to such
agreements with the holders of bonds as may then be outstanding;
• (f) Limitation on the use of revenues for expenditures
for operating, administration or other expenses of the City;
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(g) Specification of the acts or omissions to act which
shall constitute a default in the duties of the City or a
participating instruction to holders of such bonds, and providing
the rights and remedies of such holders in the event of default,
• including any limitations on the right of action by individual
bondholders;
(h) The appointment of a corporate trustee to act on
behalf of the City and the holders of its bonds, the pledge or
assignment of loans, deeds of trust, mortgages and any contracts
or agreements to such trustee, and the rights of such trustee;
(i) The procedure, if any, by which the terms of any
contract with bondholders may be amended or abrogated, the amount
of such bonds the holders of which must consent thereto, and the
manner in which such consent may be given; and
(j) Any other provisions which the Council may deem
reasonable and proper for the purposes of this ordinance and the
security of the bondholders.
5. Pledge of Revenues. Any pledge of revenues, other
• moneys or assets, or any centralized pool of said revenues, shall
be valid and binding from the time such pledge is made.
Revenues, moneys and assets so pledged and thereafter received by
the City shall immediately be subject to the lien of such pledge
without any physical delivery thereof or further act, and the
lien of any such pledge shall be valid and binding as against all
parties having claims of any kind in tort, contract, or otherwise
against the City, irrespective of whether such parties have
notice thereof. Neither the resolution nor any indenture by
which a pledge is created need be filed or recorded except in the
records of the City.
G. Liability of Council and Officers. Neither the
members of the Council, the officers or employees of the City,
nor any person executing any bonds shall be liable personally on
• the bonds or be subject to any personal liability or
accountability by reason of the issuance thereof.
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•
•
7. Purchase of Bonds by City. The City shall have the
power out of any funds available therefor to purchase its
bonds. The City may hold, pledge, cancel, or resell such bonds,
subject to and in accordance with agreements with the
bondholders.
8. Compelling Performance. Any holder of bonds issued
under the provisions of this ordinance, and any trustee appointed
pursuant to any resolution authorizing the issuance of bonds,
except to the extent the rights thereof may be restricted by such
resolution or any indenture authorized thereby to be entered into
by the City may; either at law or in equity, by suit, action,
mandamus, or other proceedings, protect or enforce any and all
rights specified in law or in such resolution or indenture, and
may enforce and compel the performance of all duties required by
this ordinance or by such resolution or indenture to be performed
by the City or by any officer, employee or agent thereof,
including the fixing, charging, and collecting of rates, fees,
interest, and charges authorized and required by the provisions
of such resolution or indenture to be fixed, charged, and
collected.
9. Refunding Bonds - Use of Proceeds. The City may
issue bonds for the purpose of refunding any bonds then
outstanding, including the payment of any redemption premiums
thereof and any interest accrued or to accrue to the earliest or
any subsequent date or dates or redemption, purchase or maturity
of such bonds.
(a) The proceeds of bonds issued for the purpose
of refunding any outstanding bonds may, in the discretion of the
City, be applied to the purchase or retirement at maturity or
redemption of such outstanding bonds, either at their earliest or
any subsequent redemption date or dates or upon the purchase or
retirement at the maturity thereof and may, pending such
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application, be placed in escrow, to be applied to such purchase
or retirement at maturity or redemption on such date or dates as
may be determined by the City.
(b) Pending use for purchase, retirement at
• maturity or redemption of outstanding bonds, any proceeds held in
escrow pursuant to subdivision (b) may be invested and reinvested
as provided in the resolution or indenture. Any interest or
other increment earned or realized on any such investment may be
applied to the payment of the outstanding bonds to be refunded or
to the payment of interest on the refunding bonds. After the
terms of the escrow have been fully satisfied and carried out,
any balance of such proceeds and any interest or increment earned
or realized on any such investment thereof may be returned to the
City to be used by it for any lawful purpose.
(c) All bonds issued pursuant to this section
shall be subject to the provisions of this ordinance in the same
manner and to the same extent as other bonds issued pursuant to
this ordinance.
• 3.26.060 Independent Validity of Bonds. The validity
of the authorization and issuance of any bonds is not dependent
on and shall not be affected in any way by the proceedings taken
by the City for the making of any loan or the entering into of
any agreement, or by the failure to make any loan or enter into
any agreement, for which bonds are authorized to be issued under
this ordinance. (Ord.84 -4 §2 (part), 1984).
3.26.070 Liberal Construction. This ordinance,
being necessary for the welfare of the City and its inhabitants,
shall be liberally construed to effect its purposes. (Ord. 84 -4
52 (part), 1984).
3.26.080 Effect of Omission or Defect. If the
• jurisdiction of the Council to order the proposed act is not
affected, any omission or any other defect in the proceedings
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shall not invalidate such proceedings or the bonds issued
pursuant to this ordinance. (Ord. 84 -4 S2 (part), 1984).
3.26.090 Authority. This chapter is full
• authority for the issuance of bonds by the City for the purposes
specified herein. (Ord. 84 -4 $2 (part), 1984).
3.26.100 Provisions of this Ordinance are
Complete, Alternative. This ordinance shall be deemed to provide
a complete, additional, and alternative method for doing the
things authorized thereby, and shall be regarded as supplemental
and additional to the power conferred by other laws. The
issuance of bonds under the provisions of this ordinance need not
comply with the requirements of any other law applicable to the
issuance of bonds. The purposes authorized hereby may be
effectuated and the bonds may be issued for any such purposes
under this ordinance notwithstanding that any other law may
provide for such purposes or for the issuance of bonds for like
• purposes and without regard to the requirements, restrictions,
limitations or other provisions contained in any other law.
(Ord. 84 -4 $2 (part), 1984).
3.26.110 Inconsistency with Other Statutes. To the
extent that the provisions of this ordinance are inconsistent
with the provisions of any general statute, a special act or
parts thereof, including the Newport Beach Municipal Code
provisions for Revenue Bonds, the provisions of this ordinance
shall be deemed controlling. (Ord. 84 -4 $2 (part), 1984).
3.26.120 Partial Invalidity. If any section,
subsection, sentence, clause or phrase of this ordinance is for
any reason held to be invalid or unconstitutional by the decision
• of any court of competent jurisdiction, such decision shall not
affect the validity of the remaining portions of the ordinance.
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The City Council hereby declares that it would have passed this
ordinance and each section, subsection, sentence, clause and
phrase thereof, irrespective of the fact that any one or more
sections, subsections, sentences, clauses or phrases be declared
• invalid or unconstitutional. (Ord. 84 -4 §2 (part), 1984).
This Ordinance was introduced at a regular meeting of
the City Council of the City of Newport Beach held on the 12th
day of August, 1985, and was adopted on the 26th day
of August , 1985 by the following vote:
ATTEST:
.?
City Clerk
AYES, COUNCILMEMBERS Agee, Cox, Hart,
Heather, Maurer, Plummer, Strauss
NOES, COUNCILMEVIBERS
ABSENT COUNCILMEMBERS
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