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Agmt04 Public Financing Authori
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Agmt04 Public Financing Authori
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Last modified
7/5/2005 2:30:55 PM
Creation date
12/16/2004 4:31:18 PM
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Template:
Agreement
Contractor Name
Public Financing Authority-Bond Counsel
PROJECT NAME
pro services from 3 companies
RMP File Number
508
Date
12/15/2004
MO Ref
PFA-04-001
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<br />Attachment 1 C <br /> <br />APPENDIX C <br />DUE DILlGI::NCE CHECK LIST <br /> <br />The following is a list of due diligence documents and materials pertaining <br />primarily to the City of Redwood City (the "City") in connection with the proposed <br />financing (the "Bonds") secured by revenues of the City's water enterprise (the <br />"System"). <br /> <br />The following list is intended to be illustrative rather than all-inclusive. Up to and <br />prior to the sale of the Bonds, you should bring to the attention of Bond Counsel and <br />Disclosure Counsel any information or documents that might be deemed material to the <br />sale of the Bonds. <br /> <br />Please have original documents available for inspection by 10:00 a.m. on <br />. [October ¡November] -' 2004. If any of the following documents are <br />not available, advise us accordingly to discuss appropriate alternatives. <br /> <br />(1) General Documents <br /> <br />(a) Annual reports relating to the System and other similar documents, if any, <br />for the past 5 years. <br /> <br />(b) A list of the dates of (and the Agendas and Minutes from) all meetings of <br />the City Council for the past 3 years at which matters relating to the System were <br />discussed. <br /> <br />(c) <br /> <br />Chart showing current organizational structure of the System. <br /> <br />(d) A list of the names, titles and terms of office (or manner of appointment) <br />of the management of the System, and a brief biographical statement for each. <br /> <br />(e) All consultants' reports, studies, internal reports, memoranda and related <br />documents with respect to the System, including any audits or reports prepared by any <br />State agency, department or board or any similar audit or report and, if any, the City's <br />responses thereto. <br /> <br />(2) Financial Documents <br /> <br />(a) <br />(b) <br /> <br />The 2002-2003 Comprehensive Annual Financial Report of the System. <br /> <br />2001-2002,2000-2001 and 1999-2000 Audited Financials of the System. <br /> <br />(c) If available, interim financial statements as of a date within the last 120 <br />days and as of the comparable date in the preceding fiscal year. <br /> <br />(d) If not included in 2(a) above, auditor's management letters or other <br />advisory letters to the City from its independent auditors with respect to the System for <br />the past 3 years and the City's responses thereto. <br /> <br />(e) . Proposed, final and revised operating budgets for the System for the past <br />3 fiscal years and proposed budget for the next fiscal year, or summaries thereof. <br /> <br />Attachment 1C-Appendix C-1 <br />
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