Legislation Details

File #: 2026-4976    Version: 1 Name:
Type: Non-Consent Status: Final
File created: 6/9/2026 In control: ADMINISTRATION COMMITTEE
On agenda: 9/9/2026 Final action:
Title: WASTEWATER REFUNDING REVENUE OBLIGATIONS, SERIES 2026A
Sponsors: Wally Ritchie
Attachments: 1. Agenda Report, 2. Proposed Resolution No. OC SAN 26-XX, 3. Proposed Financing Corporation Resolution No. FC-XX, 4. Draft Installment Purchase Agreement, 5. Draft Trust Agreement, 6. Draft Purchase Agreement, 7. Draft Escrow Agreement, 8. Draft Notice of Intention to Sell, 9. Draft Official Notice Inviting Bids, 10. Draft Preliminary Official Statement, 11. Draft Continuing Disclosure Agreement
Related files: 2026-5020
FROM: Robert Thompson, General Manager
Originator: Wally Ritchie, Director of Finance

SUBJECT:

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WASTEWATER REFUNDING REVENUE OBLIGATIONS, SERIES 2026A
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GENERAL MANAGER'S RECOMMENDATION

recommendation
RECOMMENDATION: Recommend to the Board of Directors to:

A. Adopt Resolution No. OC SAN 26-XX titled: “A Resolution of the Board of Directors of the Orange County Sanitation District authorizing the execution and delivery by the District of an Installment Purchase Agreement, a Trust Agreement, a Purchase Agreement, a Continuing Disclosure Agreement and an Escrow Agreement in connection with the Orange County Sanitation District Wastewater Refunding Revenue Obligations, Series 2026A, authorizing the execution and delivery of such Revenue Obligations evidencing principal in an aggregate amount of not to exceed $60,000,000, approving a Notice of Intention to Sell, authorizing the distribution of an Official Notice Inviting Bids and an Official Statement in connection with the offering and sale of such Revenue Obligations and authorizing the execution of necessary documents and related actions”; and

B. That the Orange County Sanitation District Financing Corporation approve the documents supporting and authorizing the Revenue Obligations in an aggregate amount not to exceed $60,000,000.
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BACKGROUND

A portion of Orange County Sanitation District’s (OC San) debt portfolio will soon be subject to optional redemption. As interest rates are lower than the coupons on the outstanding debt, there is an opportunity to refinance the outstanding debt to reduce interest costs for OC San. The Wastewater Refunding Revenue Obligations Series 2017A (2017 Revenue Obligations) are subject to optional redemption on February 1, 2027. Under current market conditions, a refunding of $50,700,000 of the outstanding 2017 Revenue Obligations would generate more than 3% net present value savings (the minimum percentage required by OC San’s debt policy).
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