HomeMy WebLinkAboutR-1994-013F&L Draft of
February 3, 1994
RESOLUTION NO. 1L94
A RESOLUTION OF THE CITY OF DANIA, FLORIDA,
PROVIDING FOR THE ACQI]ISMON, CONSTRUCTION
AND ERECTION OF A MI]MCIPAL FISHING PIER AND THE
REFI]NDING OF CERTAIN OUTSTANDING OBLIGATIONS
OF TIIE CITY; AUTHORIZING TIIE ISSUANCE BY TI{E
CITY OF $ 3 .EE IN AGGREGATE PRINCIPAL
AMOUNT OF SALES TAX REVENUE BONDS, SERIES 19 94,
TO FINANCE A PART OF TI{E COST TIIEREOF, FI,]ND A
DEBT SERVICE RESERVE AND PAY THE COSTS OF
ISSUANCE OF SUCH BONDS; PLEDGING TO SECURE
PAYMENT OF THE PRINCIPAL OF AND INTEREST ON
SUCH BONDS THE MONEYS RECETVED BY THE CITY
FROM TI{E LOCAL GOVERNMENT HALF-CENT SALES
TAX, ALL MONEYS ON DEPOSIT IN AND INVESTMENTS
I{ELD FOR TTIE CREDIT OF CERTAIN FUNDS CREATED
HEREUNDER AND THE EARNINGS ON SUCH
IT{VESTMENTS; MAKING CERTAIN COVENANTS AND
AGREEMENTS FOR THE BENEFM OF THE HOLDERS OF
SUCH BONDS; ACCEPTING THE INSURER'S
COMMITMENT RELATING TO A BOND INSI]RANCE
POLICY; AND PROVIDING AN EFFECTIVE DATE'
RESOLUTION NO. 13-94
TABLE OF CONTENTS
ARTICLE I
GENERAL
Section 1.01 Definidons
Section 1.02 Authority for Resolution
Resolution to Constitute Contract
Findings
Authorization of Initial Project
Authorization of Refunding
Acceptance of Bond Insurance Policy Commitment
ARTICLE II
AUTHORIZATION, TERMS, EXECUTION
AND REGISTRATION OF BONDS
Authorization of Bonds
Authorization and Description of Series 1994 Bonds
Application of Series 1994 Bond Proceeds
Execution of Bonds
Authentication
Temporary Bonds
Bonds Mutilated, Destroyed, Stolen or Lost
Interchangeability, Negotiability and Transfer
Coupon Bonds
Form of Bonds
ARTICLE III
REDEMPTION OF BONDS
PAGE
Section
Section
Section
Section
Section
1.03
1.04
1.05
1.06
1.07
I
10
10
11
t2
t2
t2
12
l3
t4
15
15
l5
t6
t6
17
18
Section
Section
Section
Section
Section
Section
Section
Section
Section
Section
2.01
2.02
2.03
2.04
2.05
2.06
2.07
2.08
2.09
2.10
Section
Section
Section
Section
Section
3.01
3.02
3.03
3.04
3.05
Privilege of Redemption 26
26
26
27
28
Selection of Bonds to be Redeemed
Notice of Redemption
Redemption of Portions of Bonds
Payment of Redeemed Bonds . .
i
Section
Section
Section
Section
Section
Section
Section
Section
4.01
4.02
4.03
4.U
4.05
4.06
4.07
4.08
ARTICLE IV
SECURITY, SPECIAL F{JNDS AND
APPLICATION THEREOF
Books and Records
Annual Audit
No Impairment
Collection of Sales Tax Revenues
Special Covenants Relating to Reserve Account Insurance Potcy
or Reserve Account Irtter of Credit
Covenants with Credit Banks and Insurers
Federal Income Tax Covenants; Taxable Bonds
Municipal Bond Insurance
ARTICLE VI
DEFAULTS AND REMEDIES
Events of Default
Remedies
Directions to Trustee as to Remedial Proceedings
Remedies Cumulative
Bonds not to be Indebtedness of Issuer
Security for Bonds
Construction Fund
Funds and Accounts
Flow of Funds.
Rebate Fund
Investments
separate Accounts
ARTICLE V
SUBORDINATED INDEBTEDNESS,
ADDITIONAL BONDS AND COVENANTS OF ISSUER
Subordinated Indebtedness
Issuance of Additional Bonds
Bond Anticipation Notes
Accession of Subordinated Indebtedness to Parity Status with
Bonds
.37
28
28
29
30
30
36
36
)l
38
Section
Section
Section
Section
5.01
5.02
5.03
5.04
.39
Section
Section
Section
Section
Section
5.05
5.06
5.07
5.08
5.09
39
39
40
40
40
4t
4t
4l
42
Section 5.10
Section 5. 11
Section 5. 12
Section
Section
Section
Section
Section
6.01
6.02
6.03
6.M
6.05
48
48
49
49
49Waiver of Default
l1
Section 6.06 Application of Moneys After Default
Section 6.07 Control by Insurer or Credit Bank
ARTICLE VII
49
50
Section 7.01
Section 7.02
SUPPLEMENTAL RES OLLNIONS
Supplemental Resolution Without Bondholders' Consent ....... 50
Supplemental Resolution With Bondholders', Insurer's and Credit
Defeasance
Bank's Consent 51
Section 7.03 Amendment with Consent of Insurer and/or Credit Bank Only. . . . 53
ARTICLE VIII
MISCELLANEOUS
Section
Section
Section
Section
Section
Section
Section
Section
Section
Section
8.01
8.02
8.03
8.04
8.05
8.06
8.07
8.08
8.09
8.10
Capital Appreciation Bonds
No Personal Liability
No Third Party Benehciaries
Sale of Bonds
Severability of Invaiid Provisrons
Repeal of Inconsistent Resolutions
Table of Contents and Headings not Part Hereof
Effective Date
Exhibit A - Bond Insurance Policy Commitment
General Authority
53
55
55
55
56
56
56
56
56
57
ll1
BE TT RESOLVED BY THE CMY COMMISSION OF THE CITY OF DAMA,
FLORIDA:
ARTICLE I
GENERAL
Section 1.01 Definitions. When used in this Resolution, the following terms
shall have the following meanings, unless the context clearly otherwise requires:
"Accreted Value" shall msrn, as of any date of computation with respect to any
Capital Appreciation Bond, an :rmount equal to the principal amount of such Capital
Appreciation Bond (the principat amount at its initial offering) plus the interest accrued on such
Capital Appreciation Bond from the date of delivery to the original purchasers thereof to the
Interest Date next preceding the date of computation or the date of computation if an Interest
Date, such interest to accrue at a rate not exceeding the legal rate, compounded semiannually,
plus, with respect to matters related to the payment upon redemption or accelemtion of the
Capitai Appreciation Bonds, if such date of computation shall not be an Interest Date, a portion
of the difference between the Accreted Value as of the immediately preceding Interest Date and
the Accreted Value as of the immediately succeeding Interest Date, calculated based on the
assumption that Accreted Value accrues during any semiannual period in equal daily amounts
on the basis of a 360-day year.
"Act" shall mean Chapter 166, Part II, Florida Statutes, as amended, and other
applicable provisions of law.
"Additional Bonds" shall mean the obligations issued at any time under the
provisions of Section 5.02 hereof on a parity with the Series 1994 Bonds.
"Additional Project" shall mean the acquisition, construction, erection, renovation
or reconstruction of capital projects and shall include all property rights, appurtenances,
srsements, rights of way, franchises and equipment relating thereto and deemed necessary or
convenient for the acquisition, construction, erection, renovation, reconstruction, or the
opefirtion thereof which shall be financed in whole or in part with the proceeds of Additional
Bonds.
"Amortization lnstallmentn shall mean the amount designated and established as
an Amortization 6stellment with respect to any Term Bonds by Supplemental Resolution.
"Annual Audit' shatl mean the annual audit prepared pursuant to the requirements
of Section 5.06 hereof.
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', Authorized Depository" shall mean the State Board of Administration of Florida
or a bank or trust company in the State which is eligible under the laws of the State to receive
funds of the Issuer.
"Authorized Investments" shall mean any of the following which shall be
authorized from time to time by applicable laws of the State for deposit or purchase by the Issuer
for the investment of its funds:
(1) Direct obligations of (including obligations issued or held in book entry form
on the books of the Department of the Treasury of the United States of America and stripped
and zero coupon obligations), or obligations the principal of and interest on which are
unconditionally guaranteed by, the United States of America.
(2) Bonds, debentures or notes or other evidences of indebtedness payable in
cash issued by any one or a combination of any of the following federal agencies whose
obligations r"it"r"nt the full faith and credit of the United States of America: Export Import
Bank of the United States, Federai Financing Bank, Farmers Home Adminisffation, Federal
Housing Administration, Maritime Administration, Public Housing Authority and Govemment
National Mongage Association.
(3) Certifrcates of deposit properly secured at all times by collateral security
described in either or both of paragraphs- (11 and (2) of this definition or in the collateral
provisions of chapter zs0, rtorida statutes, as amended, and issued by commercial banks,
savings and loan aisociations or mutual savings banks chartered by the State or the United States
of America, and bank trust receipts issued by commercial banks or trust companies chartered
by the State or the United St t"t tf America upon any securities described in paragraph (1) of
this definition.
(4)ThefollowinginvestmentsfullyinsuredbytheFederallepositlnsurance
Corporation or the Federal Saving-s and l-oan Insurance Corporation: (A) certificates of deposit'
(B) iavings accounts, (C) deposit accounts, or (D) depository receipts of a bank, savings and
loan association or mutual savings bank.
(5)Commercialpaperratedinoneofthetwohighestratingcategoriesbyat
least two nationally recognized raing agencies or commercial paper backed by a letter of credit
or iine of credit rated in one of tfre iwJnignest rating categories by Moody's Investors Service
and Standard & Poor's Corporation.
(6)Writtenrepurchaseagreementswithanybank,savings-institutionortrust
company wlictr is insured by tire Federal beposit Insurance Corporation or the Federal Savings
and
-Loan
Insurance corporation, or with any broker-dealer with retail customers which falls
under Securities Investors Protection Corporation protection, provided that such repurchase
agreements are fully secured by collateral described in (1) above or obligations of any agency
oi instrumentatity of the Unitd States of America, ana proviAeO further that (A) such collateral
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(e)
in one of the two
Corporation.
(10) Such other o
Issuer by the laws of the State.
ibligations as shall be permitt€d to be legal investments of the
is held by a bank or trust company chosen by the Issuer which has no interest in the repurchase
ug.o*"nt during the term of suih repurchase agreement, @) such collateral is not subject to
Gns or claims oi third pa.ties, (C) such collateral has a market value (determined at least once
every 30 days) at teast equat to the amount invested in the repurchase agreement, @) the entity
holding the toflateral hasa perfected frrst security interest in the collateral for the benefit of the
Bondholders, @) the agreement shall be for a term not longer thzn 270 days and-(F) the failure
to maintain such collateral at the level required in (C) above will require the entity holding the
collateral to liquidate the collateral.
A Money market funds rated in the highest rating category by Moody's
Investors Service and Standard & Poor's Corporation.
(8) Units of participation in the l-ocal Government surplus Funds Trust Fund
established pursuant to Part IV, Chapter 218, Florida Statutes, as amended, or any similar
common trust fund which is established pulsuant to State law as a legal depository of public
moneys.
obligations of state or local government municipal bond issuers that are rated
highest-rating categories by Moody's Investors Service and Standard & Poor's
Rating categories when referred to herein shall be without regard to gradations
within such categories, such as "plus" or "minus. "
,,Authorized Issuer Offrcer" for the performance on the behalf of the Issuer of any
act of the Issuer oI the execution of any instrument on behalf of the Issuer shall mean any person
authorized by resoiution or certificate of the Issuer to perform such act or sign such document'
"Bond Amortization Account" shall mean the separate account of that name in the
Debt Service Fund established pursuant to Section 4.Ol hereof'
,,Bond Counsel" shall mean any attomey at law or firm of attorneys, of nationally
recognized standing in mattels pertaining to the federal tax exemption of interest on obligations
issui by states ani political ru-bdiuirioni, and duly admitted to practice law before the highest
court of any state of the United States of America.
',BondlnsurancePolicy.,shalimeanthemunicipalbondnewissueinsurance
policy or policies issued by an Insurerguamnteeing the payment of the principal of and interest
on any portion of the Bonds.
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. ]hnd Year' pertaining to any Series shall mean 1fus plrrat period commencing
"1"h _
y*. on the day after the day of the year on which the Bonds of such series mature,
whether or not Bonds of such series mature in every year or in the Bond year under
consideration (except that the first Bond Year for every Series shall commenc€ on the date of
issuance of the Bonds of such Series), and ending on th; next succeeding day of the year which
shall be such day of the year on which the Bonds of such Series mature. Each Bond Year shall
be designaM with the number of the calendar year in which such Bond year ends.
"Bondholder" or "Holder" or "holder" shall mean any person who shall be the
registered owner of any Outstanding Bond or Bonds according to the registration books of the
Issuer.
"Bonds" shall mean the Series 1994 Bonds, together with any Additional Bonds
and any Subordinated Indebtedness which accedes to the status of Bonds pursuant !o Section 5.04
hereof.
" Capital Appreciation Bonds" shall mean those Bonds so designated by
Supplemental Resolution, which may be either Serial Bonds or Term Bonds and which shall bear
interest payable at maturity or redemption. In the case of Capital Appreciation Bonds that areconvertible to Bonds with interest payable prior to maturity or prior to redemption of such
Bonds, such Bonds shall be considered capital Appreciation Bonds only during the period of
time prior to such conversion.
"City Manager" shall mean the City Manager of the Issuer or such other person
as may be duly authorized by the Issuer to act on his or her behalf.
"Clerk" shall mean the City Auditor and Clerk of the Issuer or such other person
as may be duly authorized by the Issuer to act on his or her behalf.
"Code" shall mean the United States Intemal Revenue Code of 1986, as the same
may be amended from time to time, and the regulations thereunder, whether proposed,
temporary or final, promulgated by the Department of the Treasury, lnternal Revenue service,
and all other promulgations of said service pertaining thereto.
"Construction Fund" shall mean the Construction Fund established pursuant to
Section 4.03 hereof.
"Cost" when used in connection with a Project, shall mean (1) the Issuer's cost
of physical construction; (2) costs of acquisition by or foi the Issuer of such project; (3) costs
of land and interests therein and the cost of the Issuer incidental to such acquisition; (4) the cost
of any indemnity and surety bonds and premiums for insurance during construction; (5) all
interest due to be paid on the Bonds and other obligations relating to the Project during the
construction period of such Project and for a reasonable period thereafter; (6) engineering, legal
and other consultant fees and expenses; (7) costs and expenses incidental to the issuance of the
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Bonds including bond insurance prlmium, rating agency fees and the fees and expenses of anyauditors, Paying Agent, Registqar, creait nant Jr alepoiitory; (g) payments, when due (whetherat the maturity of principal or the due date of interesi or upon redemption; on any inuebtednessof the Issuer (other than the Bonds) incurred for sucn
-rroject; ('9) c;sts of'mactrrnery orequipment required by the Issuer for the commencement of oftra;d;arr"h p.o]Ji; ana <ro)anr 9f9r costs properly attributable to the issuance of the
-gonds,
ana suct dnst uction oracquisition, as determined by generany accepted accounting principres and may includereimbursement to the Issuer for any suci items of cost heretofore paid by the Issuer. Anysupplemental Resolution may provide for additional items to be included in the aforesaid costs.
"coupon Bonds" sha,' mean any Bonds the interest payable on which shafl berepresented.by bearer coupons attached thereto, and the interest on which Bonds shall be payableonly upon the presentation and surrender of such coupons to the paying Ag.ri ; Gy severallyfall due.
"credit Bank" sha mean as to any particurar Series of Bonds, the person (other
:1*:j::::l,n,j:'1!iiq a tetter of credit, a line of credit or another crerit o. liquidityennancement lac lty' as designated in the Supplementa.l Resolution providing for the issuanceof such Bonds.
"Credit Facility.'' shall mean as to any particular Series ofBonds, a letter of credit,a iine of credit or another credit or liquidity enhanclment facility (other th* an in*.an"e polcyissued by an Insurer), as approved in tne Supplemental Resolution providing for the issuance ofsuch Bonds.
"Debt Service Fund" shall mean the Debt Service Fund established pursuant toSection 4.04 hereof.
'Debt service Requirement" for any Bond year shall mean the sum of:
(l) The aggregate amount required to pay the interest becoming due on theBonds, other ttyn__c,arltat Appreciation Bonds, during such-Bond year, except to tte extent thatsuch interest shall have been provided by paymenis into the Interest Account out of Bondproceeds or other sources for a specified perioa or dme. For purposes of this definition, theinterest due on any such Bonds which shali have a variable rate oflnterest shall be assumed tobe the greater of (a) ll\Vo of the daily average interest rate on such Variable Rate Bonds duringthe 12 months ending with the month precding the date of calculation, or such shorter periodthat such Bonds shall have been outstanding, ir @) the actual rate of interest borne by suchVariable Rate Bonds on the date of calculation.
_ \Zl The aggregate amount required to pay the principat becoming due on the
!o1td1, other than capital Appreciation Bonds, for rrit nona- year. For purioses of thisdefinition: (a) the stated maturity date of any Term Bonds shall be disregarded and the principalof such rerm Bonds shall be deemed to bi due in the Bond years and in the amounts of the
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Amortization Insrallments applicable to such Term Bonds; and @) the principal amount of anysingle maturity of Term Bonds for which the Issuer shall have'establishd no AmortizationInstallments shall be deemed to be due in the Bond Years and in such amounts as shall providefor the amortization of such principal amount over a term equal to the number of years suchTerm Bonds shall be Outstanding to such maturity and in equai *nuu1 ill5tallmelts ofcombinedprincipal and interest; provided, however, that ii the Issuei has employed a credit Facility inconnection with any such Term Bonds having no Amortization lnstalhlnts the amortization ofsuch Term Bonds shalt be deemed to correspond to the applicable terms of such Credit Facility.
(3) The aggregate amount required to pay the Accreted varue due on any capitalAppreciation Bonds maturing in such Bond year.
"Federal Securities" shall mean direct obligations of the United States of Americaand obligations the principal of and interest on which are unconditionally guaranteed by theunited states of America, none of which permit redemption prior to ,"tu.i[ at the option ofthe obligor. Federal Securities shall include any certificates or any othei evidences of anownership interest in the aforementioned obligations or in specified portions thereof (which mayconsist of specified portions of the interest thereon).
"Fiscal Year" shalr mean the period commencing on october 1 of each year and
continuing through the next succeeding September 30, or such other period as may be prescribed
by law.
"Governing Body" shall mean the City Commission of the Issuer or its successorin function.
"Initial Project" shall mean the acquisition, construction and erection of amunicipal fishing pier and related facilities, as more particularly described in and in accordancewith certain plans on file or to be on file with the Issuer, with such changes, deletions, additionsor modifications to the enumerated improvements, equipment and ficitities, or such other
improvements as shall be designated and approved by Supplemental Resolution in accordancewith the Act.
'Insurer" shall mean such person as shafl be in the business of insuring orguaranteeing the payment of principal of and interest on municipal securities and whose cieditis such that, at the time of any action or consent required or permitted by the Insurer pursuantto the terms of this Resolution, all municipal securities insuled or guaranteed by it -are
then
rated, because of such insurance or guarantee, in one of the two most secure grades by either
Moody's Investors Service or Standard and Poor's corporation, and with respect to any seri".of Bonds, the Insurer which shall have insured or guaranteed payment of the principal of or
interest on such Bonds.
"Interest Account" shall mean the separate account of that name in the Debt
Service Fund established pursuant to Section 4.04 hereof.
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"Interest Date" shall mean such date or dates for the payment of interest on a
Series of Bonds as shall be provided by Supplemental Resolution.
"Issuer" shall mean the City of Dania, Florida.
"Maximum Debt Service Requirement" shall mean, as of any particular date of
calculation, the greatest annual Debt Service Requirement for the Bonds for the then current or
any future Bond Year.
"Maximum Interest Rate" shall mean, with respect to any particular Variable Rate
Bonds, a numerical rate of interest, which shall be set forth in the Supplemental Resolution
delineating the details of such Bonds, that shall be the maximum rate of interest such Bonds may
at any time bear in the future in accordance with the terms of such Supplemental Resolution.
'Mayor' shall mean the Mayor-Commissioner of the Issuer or such other person
as may be duly authorized by the Issuer to act on his or her behalf.
"Moody's Investors Service" shall mean Moody's Investors Service, the nationally
recognized securities rating firm, and any successor or successors thereto; and if such
corporation shall be dissolved or liquidated or shall no longer perform securities rating functions,
shall mean any other nationally recognized securities rating firm designated by the Issuer and
approved by the Insurer and/or the Credit Bank, as applicable.
"Outstanding" shall mean all Bonds theretofore and thereupon being authenticated
and delivered, except (l) any Bond in lieu of which another Bond or other Bonds have been
issued under an agreement to replace lost, mutilated or destroyed Bonds, (2) any Bond
surrendered by the Holder thereof in exchange for another Bond or other Bonds under Sections
2.06 aad,2.08 hereof, (3) Bonds deemed to have been paid pursuant to Section 8.01 hereof, and
(4) Bonds cancelled after purchase in the open market or because of payment at or redemption
prior to maturity.
"Paying Agent" shall mean any paying agent for the Bonds appointed by or
pursuant to Supplemental Resolution and its successors or assigns, and any other Person which
may at any time be substituted in its place pursuant to Supplemental Resolution.
"Person" shall mean an individual, a corporation, a partnership, an association,
a joint stock company, a trust, any unincorporated organization or governmental entity.
"Pledged Funds" shall mean the Sales Tax Revenues and, until applied in
accordance with the provisions of this Resolution, the proceeds of the Bonds and all moneys,
including investments thereof, in the Restricted Revenue Account and the Debt Service Fund.
"Prerefunded Obligations" shall mean any bonds or other obligations of any state
of the United States of America or of any agency, instrumentality or local governmental unit of
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any such state (1) which are (a) not callable prior to maturity or @) as to which irrevocable
instructions have been given to the fiduciary for such bonds or other obligations by the obligor
to give due notice of redemption and to call such bonds for redemption on the date or dates
specified in such instructions, (2) which are fulIy secured as to principal, redemption premium,if any, and interest by a fund consisting only of cash or Federal securities, secured in the
manner set forth in section 8.01 hereof, which fund may be applied only to the payment of such
principal of, redemption premium, ifany, and interest on such bonds or other obligations on the
maturity date or dates thereof or the specified redemption date or dates pursuant to such
irrevocable instructions, as the case may be, (3) as to which the princlpal of and interest on the
Federal Securities deposited in such fund with any cash on deposit in such fund, are sufficient,
as verified by an independent certifled public accountant, to pay principal oi redemption
premium, if any, and interest on the bonds or other obligations on the maturity date or dates
thereof or on the redemption date or dates specified in such irrevocable instructions, and (4)
which are rated in the highest rating category of Standard & Poor's Corporation and of Moody's
Investors Service.
"Principal Account" shall mean the separate account of that name in the Debt
Service Fund established pursuant to Section 4.04 hereof.
"Project" shall mean the Initial Project and any Additional Project.
"Rebate Fund" shall mean the Rebate Fund established pursuant to Section 4.04
hereof.
"Redemption Price" shall mean, with respect to any Bond or portion thereot the
principal amount or portion thereof, plus the applicable premium, if any, payable upon
redemption thereof pursuant to such Bond or Supplemental Resolution.
"Refunded Obligations" shall mean the Issuer's outstanding Sales Tax Revenue
Bond dated as of July I,, 1992.
"Registrar" shall mean any registrar for the Bonds appointed by or pursuant to
Supplemental Resolution and its successors and assigns, and any other Person which may at any
time be substituted in its place pursuant to Supplemental Resolution.
"Reserve Account" shall mean the separate account of that name in the Debt
Service Fund established pursuant to Section 4.04 hereof.
"Reserve Account Irtter of Credit" shall mean a Credit Facility (other than a
Reserve Account Insurance Policy) issued by any bank or national banking association, insurance
"Reserve Account Insurance Policy" shall mean the insurance policy deposited in
the Reserve Account in lieu of or in partial substitution for cash on deposit therein pursuant to
Section 4.05(A)(4).
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"Series" shall mean all the Bonds delivered on original issuance in a simultaneous
transaction and identified pursuant to sections 2.01 and z.oz hererrf or in a supplemental
Resolution authorizing the issuance by the Issuer of such Bonds as a separate Series, regardlessof variations in maturity, interest rate, Amortization Installments or other provisions.
"Series 1994 Bonds" shall mean the Issuer,s Sales Tax Revenue Bonds, Series
1994, authorized pursuant to Section 2.A heraf .
'Standard & Poor's Corporation" shall mean Standard & poor's Corporation, the
nationally recognized securities rating f,rm, and any successor and successors thereto; and if
such corporation shall be dissolved or liquidated or shall no longer perform securities rating
company or other financial institution and then on deposit in the Reserve Account in lieu of orin partial substitution for cash on deposit therein puriuant to Section a.05(A)(4) hereof.
"Reserve Account Requirement" shal mean, as of any date of calculation, anamount equal to the lesser of (1) the Maximum Debt service Requiiement, e) 125% of theaverage annual Debt Service Requirement, or (3) l0% of the proceeds of each Series ofoutstanding Bonds. In computing the Reserve Account Requirement, the interest rate onVariable Rate Bonds shall be assumed to be the greater of (a) l lb% of the daily average interestrate on such variable Rate Bonds during the 12 months ending with the month prJ.amg tne
date of calculation, or such shorter period of time that such Bonds shall have been Outstanding,or @) the actual rate of interest borne by the Variable Rate Bonds on such date of calculation.
"Resolution" and "this Resolution', shall mean this instrument, as the same mayfrom time to time be amended, modified or supplemented by any and all supplemental
Resolutions.
"Restricted Revenue Account" shall mean the separate account of that name in the
Revenue Fund established pursuant to Section 4.04 hereof.
"Revenue Fund" shall mean the Revenue Fund established pursuant to Section4.04 hereof.
"sales Tax Revenues" shall mean the proceeds of the locar govemment half-cent
sales tax distributed to the Issuer from the Local Govemment Half-Ceni Sales Tax Clearing
Trust Fund, as defined and described in part \r'I, chapter 218, Florida statutes, as amended, andto the extent expressly pledged by Supplemental Resolution any additional sales tax revenues
distributed to the Issuer pursuant to said part VI or any other provision of law.
"Securities" shall mean Federal Securities and prerefunded Obligations.
"Serial Bonds" shall mean all of the Bonds other than the Term Bonds.
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functions,_ shall mean any other nationally recognized securities rating frrm designated by theIssuer and approved by the Insurer and/or the Credit Bank, as applicable.
"State" shal mean the Stat€ of Florida.
"Subordinated Indebtedness" shall mean that indebtedness of the Issuer,
subordinate and junior to the Bonds, issued in accordance with the provisions of Section 5.01hereof and any Variable Itate Bonds which become Subordinated Indebtedness in accordancewith Section 5.02 hereof.
"supplemental Resolution" shall mean any resolution of the Issuer amending or
supplementing this Resolution, adopted and becoming effective prior to the issuance of the Series
1994 Bonds or in accordance with the terms of Sections 7.01.7.02 and 7.03 hereof.
"Taxable Bond" shall mqm any Bond which states, in the body thereof, that theinterest income thereon is includable in the gross income of the Holder thereof for federal
income taxation purposes.
"Term Bonds" shall mean those Bonds which shall be designated as Term Bonds
hereby or by Supplemenal Resolution and which are subject to mandatory redemption by
Amonization lnsfallments.
'Unrestricted Revenue Account' shall mean the separate account of that name in
the Revenue Fund established pursuant to Section 4.04 hereof.
"Variable Rate Bonds" shall mean Bonds issued with a variable, adjustable,
convertible or other interest rate which at the date of issue is not fixed as one or moie stated
percentages for the entire term of such Bonds, provided, however, such Bonds will not be issued
without the written consent of any Insurers and Credit Banks.
The terms 'herein, ' "hereunder, " ',hereby, ' ,,hereto, " "hermf,,' and any similar
terms, shall refer to this Resolution; the term 'heretofore' shall mean before the date of adoptionof this Resolution; and the term "hereafter" shall mean after the date of adoption of this
Resolution.
Words importing the singular number include the plural number, and vice versa.
Section 1.02 Authority for Resolution. This Resolution is adopted pursuant to
the provisions of the Act.
Section 1.03 Resolution to Constitute Contract. In consideration of the purchase
and acceptance of any or all of the Bonds by those who shall hold the same from time to time,
the provisions of this Resolution shall be deemed to be and shall constitute a contract between
the Issuer and the Holders from time to time of the Bonds and shall be a part of the contract of
the Issuer with any Credit Bank and any Insurer. The pledge made in this Resolution and the
l0
provrslons' covenants and agreements herein set forth to be performed by or on behalf of theIssuer shall be for the equal benefit, p.orc;;;; ;Ju.iry oi tire i"il;;;; iro u or *,"Bonds and for the benefit. protection and securiry of any breart sank anJ -ii'ri..r. ou orthe Bonds, regardress of thi time or ,iro "i ti.i. ffit* or maturity, shafl be of equar rankwithout preference, priority or aistinction Jaiv "iiiJ s*a, over any other thereof exc€pt asexpressly provided in or pursuant to this Resolution.
follows: Section 1.04 Findings. It is hereby ascertained, determined and declared as
(A) The Issuer deems it necessary, desirabre and in the best interests of theIssuer that the Initial project be acquired _A .onit r.t A.
(,) rne cost of the Initiat project shall be financed with the proce€ds of theSeries 1994 Bonds.
(c) me Issuer has heretofore issued and has_ presentry outstanding and unpaidthe Refunded obligations. The Issuer ae"*. ii n.""rra.y, desirable and in the best financialinterest of the Issuer that the Refunded ourigatio"s-I'e refunded. Simulaneousry with theissuance of the series 1994 Bonds,
" *rnci"ni frJon o-"i ttre proceeas of the series t"9g+ sondsand other funds available will be paid uy ,t" r.*"ilo ttre trotae, or *re nen nal obugationsto.effectuare the.refunding of th; Ref;ded obli;il by providinj foi*," p.yi"* "r "uprincipal of and interest due on the Refunded Obligari;;s.
@) The Issuer deems it necqssary, desirable and in the best interest of the Issuerthat the Pledged Funds be er*ged p tt " puyr"ii or tne p.incipar of and interesr on the Bonds.No part of the Pledged Funds has been pledged or .n.riro"..o in ury ,*n.. !*."i, ,t ", ,t "ld:r Tq Revenues are presently pr.ag.i rorirr. puyr"ni of the principal of and interest on theRefunded Obligations.
@) The estimated predged Funds wilr be sufficient to pay the principai of andinterest. on the Bonds, as the same beclme aue, -J "[ o*,., payments provided for in thisResolution.
(F) The orincipal of and interest on the Bonds and all other payments providedfor in this Resolution *itt u" iria sohty rrom the."rr*. t -"r" provided in accordance withthe terms hereof; and no ad varorem t ^lng po*.i oi n" rrru., will ever be exercised nor w,lany Holder of any Bond or any credit Banf or any r^rr". r,"r" the right to comp"i-ti"- "*"..rr"of such ad valorem axing power t9 pay the principal of or interest on-trr" nonor'oi a ,rr. *yother payments provided for in this-Rlsorution, -a ir," sono, sha[ not constitute a rien upon
illjJ"** of the Issuer or situaM within its corporate rerritoriar rimits, excepi th" rt"ag"a
1l
(G) The Issuer has received from AMBAC Inderudty Corporation (,AMBACIndemnity") a commitment to provide a Bond Insurance policy with ."rpoi to the S;ries 1994Bonds, a copy of which is attached hereto as Exhibit A; and it is in thi best financial interestof the Issuer that the Issuer acaept said commitment.
Section 1.05 Authorization of Initial Project. The acquisition and constructionof the Initial Project in the manner herein provided is hereby authorized.
section 1.06 Authorization of Refunding. The refunding of the RefundedObligations in the manner herein provided is hereby iuthorized. Simuitaneously with thedelivery of the Series 1994 Bonds to the purchaser or purchasers thereof, the Issuer will pay tothe holder of the Refunded obligations a sum sufficieni to pay all ".ouni, due on the Refundedobligations for the full and complere refunding or tne nefunoea obligations.
Section 1.07 Acceotance of Bond Insurance policy commitment. The Issuerhereby accepts AMBAC Indemnity's commitment to provide a Bond tnsu.ance policy withrespect to the Series 1994 Bonds.
Section 2.01 Authorization ofBonds. The Issuer hereby authorizes the issuanceof Bonds of the Issuer to be designated as "city of Dania, Florida, Salis Tax Revenue Bonds,',which may be issued in one or more Series as hereinafter provided. The aggregate principal
amount of the Bonds which may be executed and delivered under this Resotution ls noi li.it dexcept as may hereafter be provided by Supplemental Resolution or as limited by the Act or byother applicable law.
The Bonds may, ifand when authorized by the Issuer pursuant to this Resolutionor Supplemental Resolution, be issued in one or more Series, with such further appropriateparticular designations added to or incorporated in such title for the Bonds of any'iarticularSeries as- the Issuer may determine and as may be necessary to distinguish such Bonds from theBonds of any other Series. Each Bond shall bear upon iti face the designation so determinedfor the Series to which it belongs.
The Bonds shall be issued for such purpose or purposes; shall bear interest at such
rate or rates not exceeding the maximum rate permitted by law; and shall be payable in lawful
money of the UniM States of America on such dates; ali as determined by thii Resolution orby Supplemental Resolution. From and after any maturity date of any of the Bonds (deposit ofmoneys and/or Securities for the payment of the principal and interest on such Bonds-having
been made by the Issuer with the Paying Agents), noturithstanding that any of such Bonds shallnot have been surrendered for cancellation, no further interest shall accrue upon the principal
ARTICLE II
AUTHORIZATION, TERMS, EXECUTION
AND REGISTRATION OF BONDS
t2
or upon the interest which shall have accrued and shall then be due on such date, and such
Bonds shall cease to be entitled to any lien, benefit or security under this Resolution, and theHolders shall have no rights in respect of such Bonds except to receive payment of such
principal and unpaid interest accrued to the maturity date.
The Bonds shall be issued in such denomination or denominations and such form,
whether coupon or registered; shall be dated such date or dates; sha bear such numbers; shall
be payable at such place or places; shall contain such redemption provisions; shall have such
Paying Agents and Registrars; shall mature in such years and amounts; and the proceeds shall
be used in such manner all as determined by this Resolution or by Supplemental Resolution.
The Issuer may issue Bonds which may be secured by a credit Facility or by a Bond Insurance
Policy ail as shall be determined by this Resolution or by Supplemental Resolution.
Section 2.02 Authorization and Descrigtion of Series 1994 Bonds. A Series of
Bonds entitled to the benefit, protection and security of this Resolution is hereby authorized to
be issued in an aggregate principal amount of $ 3,255.000 for the principal purpose of
financing a part of the cost of acquiring, constructing and erecting the Initial project and
refunding the Refunded obligations, funding the Reserve Account and paying certain costs of
issuance incurred with respect to such Series. Such Series shall be designated as, and shall be
distinguished from the Bonds of all other Series by the title "city of Dania, Florida, Sales Tax
Revenue Bonds, series 1994," provided that the Issuer may change such designation in the event
the Series 1994 Bonds are not issued in calendar year 1994.
The Series 1994 Bonds shall be dated as of the fust day of the month in which
occurs the delivery of the Series 1994 Bonds to the purchaser or purchasers thereof or such other
date as may be set forth by Supplemental Resolution; shall be issued as fully registered Bonds;
and shall be numbered consecutively from one upward in order of maturity preceded by the
letter "R;" shall be in such denominations and shall bear interest at a rate or rates not exc€eding
the maximum rate permitted by law (calculated on the basis of a 360-day year of trvelve 30-day
months), payable in such manner and on such dates; shall consist of such amounts of Serial
Bonds, Term Bonds, Variable Rate Bonds and Capital Appreciation Bonds, maturing in such
amounts and in such years not exceeding forty (40) years from their date; shall have such paying
Agents and Registrars; and shall contain such redempdon provisions; all as the Issuer shall
hereafter provide by Supplemental Resolution.
The principal of or Redemption Price, if applicable, on the Series 1994 Bonds is
payable upon presentation and surrender of the Series 1994 Bonds at the office of the Paying
Agent. Interest payable on any Series 1994 Bond on any Interest Date will be paid by check or
draft of the Paying Agent to the Holder in whose name such Bond shall be registered at the close
of business on the date which shall be the fifteenth day (whether or not a business day) of the
calendar month next preceding such Interest Date, or, unless otherwise provided by
Supplemental Resolution, at the option of the Paying Agent, and at the request and expense of
such Holder, by bank wire transfer for the account of such Holder. In the event the interest
payable on any Series 1994 Bond is not punctually paid or duly provided for by the Issuer on
13
such Interest Date, such defaulted interest will be paid to the Holder in whose name such Bond
shall be registered at the close of business on a special record date for the payment of such
defaulted interest as established by notice to such Holder, not less than ten (10) days preceding
such special record date. All payments of principal of or Redemption price, if applicable, and
interest on the Series 1994 Bonds shall be payable in any coin or currency of the United Statesof America which at the time of payment is legal tender for the payment of public and private
debts.
Section 2.03 Apolication of series 1994 Bond proceeds. Except as otherwiseprovided by Supplemental Resolution, the proceeds derived from the sale of the Series 1994
Bonds, including accrued interest and premium, if any, shall, simultaneously with the deliveryof the Series 1994 Bonds to the purchaser or purchasers thereof, be applied by the Issuer as
follows:
(A) Accrued and capitalized interest, if any, shall be deposited in the Interest
Account.
(B) An amount shall be deposited in the Reserve Account which, together with
any moneys and securities on deposit therein and any Reserve Account Insurance Policy and/or
Reserve Account Irner of credit obtained in accordance with section 4.05(4)(4) hereof, shall
equal the Reserve Account Requirement.
(C) An sum which, together with other available funds, shall equal the amount
required to be paid to the holder of the Refunded Obligations for the full and complete refunding
of the Refunded Obligations shall be paid to the holder of the Refunded Obligations.
@) The Issuer covenants and agrees to establish a separate account with an
Authorized Depository to be known as the "city of Dania Sales Tax Revenue Bonds, series
1994, Costs of Issuance Account" (the "Costs of Issuance Account"), which shall be used only
for the payment of costs and expenses described in this subsection. A sum suffrcient to pay all
costs and expenses in connection with the preparation, issuance and sale of the Series 1994
Bonds, including fees of financial advisors, engineering and other consulting fees, legal fees,
bond insurance premiums, printing fees, rating agency fees and other similar costs shatl be
deposited to the credit of the Costs of Issuance Account, and all such costs and expenses shall
be promptly paid by the Issuer to the persons respectively entitled to receive the same. When
all moneys on deposit to the credit of the Costs of Issuance Account shall have been disbursed
by the Issuer for the payment of such costs and expenses, the Costs of Issuance Account shall
be closed; provided, however, that if any balance shall remain in the Costs of Issuance Account
six months after issuance of the series 1994 Bonds, such moneys shall be transferred by the
Issuer to the Construction Fund and the Costs of Issuance Account shall be closed. After the
Costs of Issuance Account shall be closed, the Issuer may pay from the Construction Fund any
unpaid issuance expenses.
14
(E)
Construction Fund.
The balance of the Series 1994 Bond proceeds shalt be deposited in the
Section 2.04 Execution of Bonds. The Bonds shall be executed in the name of
the Issuer with the manual or facsimile signature of the Mayor, the clerk and the city Manager
and the official seal of the Issuer shall be imprinted thereon. Each Bond shall be approved as
to form and correctness with the manual or facsimile signature of the Issuer's attorney. In case
any one or more of the officers who shall have signed or sealed any of the Bonds or whose
facsimile signature shall appear thereon shall ce:se to be such officer of the Issuer before the
Bonds so signed and sealed have been actually sold and delivered such Bonds may nevertheless
be sold and delivered as herein provided and may be issued as if the person who signed or
sealed such Bonds had not ceased to hold such office. Any Bond may be signed and sealed on
behalf of the Issuer by such person who at the actual time of the execution of such Bond shall
hold the proper office of the Issuer, although at the date of such Bond such person may not have
held such office or may not have been so authorized. The Issuer may adopt and use for such
purposes the facsimile signatures of any such persons who shall have held such offices at any
time after the date of the adoption of this Resolution, notwithstanding that either or both shall
have ceased to hold such office at the time the Bonds shall be actually sold and delivered.
Section 2.05 Authentication. No Bond of any Series shall be secured hereunder
or entitled to the benefit hereof or shall be valid or obligatory for any purpose unless there shall
be manually endorsed on such Bond a certificate of authentication by the Registrar or such other
entity as may be approved by the Issuer for such purpose. Such certificate on any Bond shall
be conclusive evidence that such Bond has been duly authenticated and delivered under this
Resolution. The form of such certificate shall be substantially in the form provided in Section
2. 10 hereof.
Section 2.06 Temporaqr Bonds. Until the definitive Bonds of any Series are
prepared, the Issuer may execute, in the same manner as is provided in Section 2.M, and
deliver, upon authentication by the Registrar pursuant to Section 2.05 hereof, in lieu of definitive
Bonds, but subject to the same provisions, limitations and conditions as the definitive Bonds,
except as to the denominations thereof, one or more temporary Bonds substantially of the tenorof the definitive Bonds in lieu of which such temporary Bond or Bonds are issued, in
denominations authorized by the Mayor, the clerk and the city Manager, such authorization to
be evidenced conclusively by their execution of such temporary Bond or Bonds, and with such
omissions, insertions and variations as may be appropriate to temporary Bonds. The Issuer, at
its own expense, shall prepare and execute definitive Bonds, which shall be authenticated by the
Registrar. Upon the surrender of such temporary Bonds for exchange, the Registrar, without
charge to the Holder thereof, shall deliver in exchange therefor defrnitive Bonds, of the same
aggregate principal amount and Series and maturity as the temporary Bonds surrendered. Until
so exchanged, the temporary Bonds shall in all respects be entitled to the same benefits and
security as definitive Bonds issued pursuant to this Resolution. All temporary Bonds surrendered
in exchange for another temporary Bond or Bonds or for a definitive Bond or Bonds shall be
forthwith cancelled by the Registrar.
l5
Section 2.07 Bonds Mutilated. Destroyed. Stolen or Lost. In case any Bond
shall become mutilated, or be destroyed, stolen or lost, the Issuer may, in its discretion, issue
and deliver, and the Registrar shall authenticate, a new Bond of like tenor as the Bond so
mutiJated, destroyed, slolen or lost, in exchange and substitution for such mutilated Bond upon
surrender and cancellation of such mutilated Bond or in lieu of and substitution for the Bond
destroyed, stolen or lost, and upon the Holder fumishing the Issuer and the Registrar proof of
such Holder's ownership thereof and satisfactory indemnity and complying with such other
reasonable regulations and conditions as the Issuer or the Registrar may prescribe and palng
such expenses as the Issuer and the Registrar may incur. All Bonds so surrendered or otherwise
substituted shall be cancelled by the Registrar. If any of the Bonds shall have matured or be
about to mature, instead of issuing a substitute Bond, the Issuer may pay the same or cause the
Bond to be paid, upon being indemnified as aforesaid, and if such Bonds be lost, slolen or
destroyed, without surrender thereof.
Any such duplicate Bonds issued pursuant to this Section 2.07 shall constitute
originai, additional contractual obligations on the part of the Issuer whether or not the lost,
stolen or destroyed Bond be at any time found by anyone, and such duplicate Bond shall be
entitled to equal and proportionate benefits and rights as to lien on the Pledged Funds to the
same extent as all other Bonds issued hereunder and shall be entifled to the same benefits and
security as the Bond so lost, stolen or destroyed.
Section 2.08 Interchangeability. Negotiability and Transfer. Bonds, upon
surrender thereof at the ofirce of the Registrar with a written instrument of transfer satisfaclory
to the Registrar, duly executed by the Holder thereof or such Holder's attorney duly authorizedin writing, may, at the option of the Holder thereof, be exchanged for an equal aggregate
prilcipal amount of registered Bonds of the same Series and maturity of any other authorized
denominations.
The Bonds issued under this Resolution shall be and have all the qualities and
incidents of negotiable instruments under the laws of the state of Florida, subject to the
provisions for registration and transfer contained in this Resolution and in the Bonds. So long
as any of the Bonds shall remain Outstanding, the Issuer shall cause to be maintained and kept,
at the office of the Regisfar, books for the registration and transfer of the Bonds.
Each Bond shall be transferable only upon the book of the Issuer, at the office
of the Registrar, under such reasonable regulations as the Issuer may prescribe, by the Holder
thereof in person or by such Holder's attorney duly authorized in writing upon surrender thereof
together with a written instrument of transfer satisfactory to the Registrar duly executed and
guaranteed by the Holder or such Holder's duly authorized attomey. Upon the transfer of any
such Bond, the Issuer shall issue, and cause to be authenticated, in the name of the transferee
a new Bond or Bonds of the same aggregate principal amount and Series and maturity as the
surrendered Bond. The Issuer, the Registrar and any Paying Agent or flduciary of the Issuer
may deem and treat the Person in whose name any Outstanding Bond shall be registered upon
the book of the Issuer as the absolute owner of such Bond, whether such Bond shall be overdue
16
or.not, for the purpose of receiving payment of, or on account of, the principal or Redemption
Price, if applicable, and interest on such Bond and for all other purposei, and all such payments
so made to any such Holder or upon such Holder's order shall be valid and effectual to satisfy
and discharge the liability upon such Bond to the extent of the sum or sums so paid and neither
the Issuer nor the Registrar nor any Paying Agent or other fiduciary of the Issuer shall be
affected by any notice to the contrary.
The Registrar, in any case where it is not also the paying Agent in respect to any
Series of Bonds, shall forthwith (a) following the fifteenth day prioi to an Interest Dite for sucir
series, @) following the fifteenth day next preceding the date of fust mailing of notice of
redemption of any Bonds of such Series, and (c) at any other time as reasonably requested by
the Paying Agent of such series, certify and fumish to such paying Agent the names, addressei
and holdings of Bondholders and any other relevant information reflected in the registration
books.
In all cases in which the privilege of exchanging Bonds or transferring Bonds is
exercised, the Issuer shall execute and the Registrar shall authenticate and deliver such Bondsin accordance with the provisions of this Resolution. Execution of Bonds by the Mayor, the
clerk and the city Manager for purposes of exchanging, replacing or transferring Bonds may
occur at the time of the original delivery of the series of which such Bonds are a part. All
Bonds surrendered in any such exchanges or transfers shall be cancelled by the Registrar. For
every such exchange or transfer of Bonds, the Issuer or the Registrar may make a charge
sufficient to reimburse it for any tax, fee, expense or other govemmental charge required to bepaid with respect to such exchange or transfer. The Issuer and the Registrar shall not be
obligated to make any such exchange or transfer of Bonds of any Series during the frfteen (15)
days next preceding an Interest Date on the Bonds of such series (other than capital
Appreciation Bonds and variable Rate Bonds), or, in the case of any proposed redemption of
Bonds, during the fifteen (15) days next preceding the redemption date established for such
Bonds.
The Issuer may elect to issue any Bonds as uncertificated registered public
obligations (not represented by instruments), commonly known as book-entry obligations,
provided it shall establish a system of registration therefor by supplemenal Resolution.
Section 2.09 Couoon Bonds. The Issuer, at its discretion, may by Supplemental
Resolution authorize the issuance of Coupon Bonds, registrable as to principal only or as to both
principal and interest. Such Supplemental Resolution shall provide for the negotiability, transfer,
interchangeability, denominations and form of such Bonds and coupons appertaining thereto.
Coupon Bonds (other than Taxable Bonds) shall only be issued if an opinion of Bond Counsel
is received to the effect that issuance of such Coupon Bonds will not adversely affect the
exclusion of the interest payable on such Bonds from gross income for federal income tax
purposes.
t7
Section 2.10 Form of Bonds. Except as otherwise provided pursuant to Section
2.09 hereof and except for Capital Appreciation Bonds and Variable Rate Bonds, the form of
which shall be provided by Supplemental Resolution, the Bonds shall be in substantially the
foltowing form with such omissions, insertions and variations as may be necessary and/or
desirable and approved by the Mayor, the Clerk or the City Manager prior to the issuance
thereof (which necessity and/or desirability and approval shall be evidenced conclusively by the
Issuer's delivery of the Bonds to the purchaser or purchasers thereof):
No. R-
UNTIED STATES OF AMERICA
STATE OF FLORIDA
COIJNTY OF BROWARD
CITY OF DAMA
SALES TAX REVENUE BOND, SERIES _
Interest Rate Maturity Date Date of Original Issue CUSIP
%
$
Registered Holder:
Principal Amount:
KNOW ALL MEN BY ITIESE PRESENTS, that the City of Dania, a
municipality created and existing under and by virtue of the laws of the State of Florida (the
"Issuer"), for value received, hereby promises to pay, solely from the sources of payment
hereinafter described, to the Registered Holder identified above, or registered assigns as
hereinafter provided, the Principal Amount identifred above on the Maturity Date identified
above and interest (calculated on the basis of a 36Gday year of $welve 3Gday months) on such
Principal Amount from the Date of Original Issue identified above or from the most r@ent
interest payment date to which interest has been paid, at the Interest Rate per annum identified
above on and of each year commencing _ until
such Principal Amount shall have been paid or provided for, except as the provisions hereinafter
set forth with respect to redemption prior to maturity may be or become applicable hereto.
Such Principal Amount and interest and the premium, if any, on this bond are
payable in any coin or currency of the United States of America which, on the respective dates
of payment thereof, shall be legal tender for the payment of public and private debs. Such
Principal Amount and the premium, if any, on this bond, are payable, upon presentation and
surrender hereof, at the office of
18
, as paying agent, or such other paying agent as the
Issuer shall hereafter duly appoint (the "Paying Agent"). Payment of each insrqllment of interest
shall be made to the person in whose name this bond shall be registered on the registration books
of the Issuer maintained by
, as registrar, or such other registrar as the Issuer shall hereafter duly appoint
(the " Registrar" ), at the close of business on the date which shall be the fifteenth day (whether
or not a business day) of the calendar month next preceding each interest payment date and shall
be paid by a check or draft of the Paying Agent mailed to such Registered Holder at the address
appearilg on such registration books or, at the option of the Paying Agent, and at the request
and expense of such Registered Holder, by bank wire transfer for the account of such Holder.
In the event interest payable on this bond is not punctually paid or duly provided for by the
Issuer on such interest payment date, payment of each installment of such defaulted interest shall
be made to the person in whose name this bond shall be registered at the close of business on
a special record date for the payment of such defaulted interest as established by notice to such
Registered Holder, not less than ten (10) days preceding such special record date.
REFERENCE IS HEREBY MADE TO THE FURTHER PROVISIONS OF THIS
BOND SET FORTH ON THE REVERSE SIDE HEREOF AND SUCH FURTHER
PROVISIONS SHALL FOR ALL PURPOSES HAVE THE SAME EFFECT AS IF SET
FORTH IN THIS PLACE.
This bond shall not be valid or become obligatory for any purpose until the
certificate of authentication hereon shall have been manually signed by the Registrar.
IN WTINESS WHEREOF, the City of Dania, Florida, has issued this bond and
has caused the same to be execuM by the manual or facsimile signature of its Mayor-
19
Commissioner, its City Auditor and Clerk and its City Manager and its official seal or a
facsimile thereof to be affixed or reproduced hereon, all as of the _ day of _,
1994.
CITY OF DANIA, FLORIDA
(sEAL)
B
City Manager
ATTESTED AND COUNTERSIGNED:
City Auditor and Clerk Mayor-Commissioner
Approved as to Form and Correctness:
City Attorney
CERTIFICATE OF AUTHENTICATION
This bond is one of the Bonds of the issue described in the within-mentioned
Resolution
Registrar
By:
Authorized Signatory
20
DATE OF AUTHENTICATION:
@rovisions on Reverse Side of Bond)
This bond is one of an authorized issue of bonds of the Issuer in the aggregate
principal amount of $_ (the "Bonds") of like date, tenor and effect, except as to
maturity date, interest rate, denomination and number, issued to finance
, in and for the Issuer,
under the authority of and in full compliance with the Constitution and laws of the State of
Florida, particularly Chapter 166, Part II, Florida Statutes,as amended, and other aPPlicable
provisions of law (the "Act"), and a resolution duly adopted by the City Commission of the
Issuer on 1994, as supplemented (the "Resolution"), and is subject to all the
terms and conditions of the Resolution.
The principal of, premium, if any, and interest on this bond are payable solely
from and secured by a lien upon and a ptedge of the proceeds of the local govemment half-cent
sales tax distributed to the Issuer from the Iocal Govemment Half-Cent Sales Tax Clearing
Trust Fund, as defined and described in Part vI, of chapter 218, Florida statutes, as amended,
as increased by any amendment hereafter enacted by the Florida trgislature which expands the
amount of satis tax distributed pursuant to such statute or any other law (but only to the extent
expressly pledged by resolution of the Issuer), and, until applied in accordance with the
provisions of ttre Resolution, the proceeds of the Bonds and all moneys, including investments
ihereof, in certain of the funds and accounts established pursuant to the Resolution, all in the
manner and to the extent described in the Resolution (collectively, the "Ptedged Funds'). It is
expressly agreed by the Registered Holder of this bond that the full faith and credit of neither
ttri tssuer, the Stati of Florida, nor any political subdivision thereof, is pledged to the payment
of the principal of or premium, if any, or intelest on this bond and that the Registered Holder
shall never have the right to requile or compel the exercise of any taxing power of the Issuer,
the State of Florida, ot *y potiti.rt subdivision thereof, to the payment of such principal,
premium, if any, and inteieit. This bond and the obligation evidenced herebY shall not
constitute a lien upon *y property of the Issuer, except the Pledged Funds, and shall be payable
solely from the Piedged Funds in accordance with the terms of the Resolution'
Neither the members of the city commission of the Issuer nor any person
executing this bond shatl be liable personally hereon or be subject to any personal liability or
accountability by rearcn of the issuance hereof.
The Bonds matunng pnor to shall not be subject to
redemption prior to maturity. The Bonds matunns on , or thereafter maY be
redeemed prior to maturity at the option of the Issuer, as a whole on
or on any date thereafter,orm part, from such maturitY or maturities as the Issuer shall
designate and by lot within a maturity, on or on any interest Payment date
thereafter, at the following redemption pnces (expressed as a percentage of the principal amount
of the Bonds to be redeemed) plus accrued interest to the redem
the following periods:
21
ption date, if redeemed during
Redemption Period
Ooth dates inclusive)
Redemption
Price
through
through
and thereafter
The Bonds maturing , are subject to mandatory redemption
in part prior to maturity by lot at a redemption price equal to the principal :rmount thereof,
without premium, plus accrued interest to the redemption date, beginning on
, and on each thereafter in the years and in the principal
amounts corresponding to the Amortization Installments (as defined in the Resolution) as
follows:
Year
Amortization
Installments
(maturity)
Notice of redemption, unless waived, is to be given by the Registrar by mailing
an offrcial redemption notice by first class mail, postage prepaid, at least 30 days and not more
than 60 days prior to the date fxed for redemption to the registered holders of the Bonds to be
redeemed at such holders' addresses shown on the registration books maintained by the Registrar
or at such other addresses as shall be fumished in writing by such registered holders to the
Registrar; provided, however, that no defect in any such notice to any registered holder of Bonds
to be redeemed nor failure to give such notice to any such registered holder nor failure of any
such registered holder to receive such notic€ shall in any manner defeat tie effectiveness of a
call for redemption as to all other registered holders of Bonds to be redeemed. Notice of
redemption having been given as aforesaid, the Bonds or portions of Bonds to be redeemed shall,
on the redemption date, become due and payable at the redemption price therein specified, and
from and after such date (unless the Issuer shatl default in the payment of the redemption price)
such Bonds or portions of Bonds shall c€ase to bear interest.
This bond is and has atl the qualities and incidents of a negotiable instrument
under the laws of the State of Florida, but may be transferred only in accordance with the terms
of the Resolution only upon the books of the Issuer kept for that purpose at the office of the
Registrar by the Registered Holder in person or by such Holder's attorney duly authorized in
writing, upon the surrender of this bond together with a written instrument of tnnsfer
satisfactory to the Registmr duly executed by the Registered Holder or such Holder's attorney
duly authorized in writing, and thereupon a new bond or bonds in the same aggregate principal
amount shall be issued to the transferee in exchange therefor, and upon the payment of the
charges, if any, prescribed in the Resolution. Each of the Bonds is issuable in fully registered
%
$
22
form in the denomination of $5,000 or any integral multiple thereof not exce€ding the aggregate
principai amount of the Bonds having the same maturity. The Issuer, the Registrar and any
Paying Agent may treat the Registered Holder of this bond as the absolute owner hereof for all
pufposes, whether or not this bond shall be overdue, and shall not be affected by any notice to
the contrary. The Issuer and the Registrar shall not be obligated to make any exchange or
transfer of any Bonds during the fifteen (15) days next preceding an interest Fryment date, or
in the case of any proposed redemption of any Bonds, during the frfteen (15) days next preceding
the redemption date established for such Bonds.
It is hereby certified and recited that all acts, conditions and things required to
exist, to happen and to be performed precedent to and in connection with the issuance of this
bond, exist, have happened and have been performed, in regular and due form and time as
required by the Constitution and laws of the State of Florida applicable thereto, and that the
issuance of the Bonds does not violate any constitutional or statutory limitations or provisions.
23
TEN ENT
LEGAL OPINION
finsert appropriate approving opinion of bond counsel.]
The above is a true copy of the opinion rendered by Foley & lardner,
Jacksonville, Florida, in connection with the issuance of, and dated as of the original deliveryoi the Bonds of the issue of which this bond is one. An executed copy of that opinion is on file
in my office.
City Auditor and Clerk
The following abbreviations. when used in the inscription on the face of the within
bond, shall be construed as though they were written out in full according to applicable laws or
regulations:
TEN COM as tenants in common
as tenants by the entireties
JT TEN as joint tenants with right of
survivorship and not as tenants
in common
UMF TRANS MIN ACT -.
Custodian for
under Uniform Transfer to Minors Act of
(State)
Additional abbreviations may also be used though not in list above.
24
(Cust.)
(Name and Address of Assignee)
the within bond and does. hereby irrevocably constitute and appoint
as attorneys to register the transfer of the said bond on the bools kept for registration thereof
with full power of substitution in the premises.
Dated:
Signature Guaranteed:
NOTICE: Signature(s) must be guaranteed by
a member firm of the New York Stock
Exchange or a commercial bank or trust
company.
NOTICE: The signature to this assignment
must correspond with the name of the
Registered Holder as it appears upon the face
of the within bond in every particular, without
alteration or enlargement or any change
whatever and the Social Security or other
identifying number of such assignee must be
supplied.
25
ASSIGNMENT
FOR VALUE RECEwED, the undersigned sells, assigns and transfers unto
Insert Social Security or Other
Identifying Number of Assignee
ARTICLE III
REDEMPTION OF BONDS
Section 3.01 Privilege of Redemption. The terms of this Article III shall apply
to redemption of Bonds other than Capital Appreciation Bonds or Variable Rate Bonds. The
terms and provisions relating to redemption of Capital Appreciation Bonds and Variable Rate
Bonds shall be provided by Supplemental Resoiution.
Section 3.02 Selection of Bonds to be Redeemed. The Bonds shall be redeemed
only in the principal amount of $5,000 each and integral multiples thereof. The Issuer shall, at
least sixty (60) days prior to the redemption date (unless a shorter time period shall be
satisfactory to the Registrar) notify the Registrar of such redemption date and of the principal
amount of Bonds to be redeemed. For purposes of any redemption of less than all of the
Outstanding Bonds of a single maturity, the particular Bonds or portions of Bonds to be
redeemed shall be selected not more than forty-five (45) days prior to the redemption date by
the Registrar from the Outstanding Bonds of the maturity or maturities designated by the Issuer
by such method as the Registrar shall deem fair and appropriate and which may provide for the
selection for redemption of Bonds or portions of Bonds in principal amounts of $5,000 and
integral multiples thereof.
If less than all of the Outstanding Bonds of a single maturity are to be redeemed,
the Registrar shall promptly notify the Issuer and Paying Agent (if the Registrar is not the
Paying Agent for such Bonds) in writing of the Bonds or portions of Bonds selected for
redemption and, in the case of any Bond selected for partial redemption, the principal amount
thereof to be redeemed.
Section 3.03 Notice of Redemption. Unless waived by any Holder of Bonds to
be redeemed, notice of any redemption made pursuant to this section shall be given by the
Registrar on behalf of the Issuer by mailing a copy of an official redemption notice by fust class
mail, postage prepaid, at least thirty (30) days and not more than sixty (60) days prior to the
date fixed for redemption to each Holder of Bonds to be redeemed at the address of such Holder
shown on the registration books maintained by the Registrar or at such other address as shall be
furnished in writing by such Holder to the Registrar; provided, however, that no defect in any
notice given pursuant to this section to any Holder of Bonds to be redeemed nor failure to give
such notice shall in any manner defeat the effectiveness of a call for redemption as to all other
Holders of Bonds to be redeemed.
Every official notice of redemption shall be dated and shall state:
(l) the redemption date,
(2) the Redemption Price,
26
(3) if less than all outstanding Bonds are to be redeemed, the number (and, in
the case of a partial redemption of any Bond, the principal amount) of each Bond to be
redeemed,
(4) that on the redemption date the Redemption Price will become due and
payabie upon each such Bond or ponion thereof called for redemption, and that interest thereon
shall cease to accrue from and after said date, and
(5) that such Bonds to be redeemed, whether as a whole or in part, are to be
surrendered for payment of the Redemption Price plus accrued interest at the office of the
Payirg Agent.
Prior to any redemption date, the Issuer shall deposit with the Paying Agent an
amount of money sufficient to pay the Redemption Price of and accrued interest on all the Bonds
or portions of Bonds which are to be redeemed on that date.
In addition to the forcgoing notice, further notice shall be given by the Issuer as
set out below, but no defect in said further notice nor any failure to give all or any portion of
such further notice shall in any manner defeat the effectiveness ofa call for redemption if notice
thereof is given as above prescribed.
(1) Each further notice of redemption given hereunder shall contain the
information required above for an ofhcial notice of redemption plus (a) the CUSIP numbers of
all Bonds being redeemed; (b) the date of issue of the Bonds as originally issued; (c) the rate
of interest borne by each Bond being redeemed; (d) the maturity date of each Bond being
redeemed; and (e) any other descriptive information needed to identify accurately the Bonds
being redeemed
(2) Each further notice of redemption shall be sent at least thirty-five (35) days
before the redemption date by registered or certified mail or ovemight delivery service to any
Insurer which shall have insured, or any Credit Bank which shall have provided a Credit Facility
for, any of the Bonds being redeemed and to all registered securities depositories then in the
business of holding substantial amounts of obligations of ty,pes similar to the type of which the
Bonds consist (such depositories now being Depository Trust Company of New York, New
York, Midwest Securities Trust Company of Chicago, Illinois, and Philadelphia Depository
Trust Company of Philadelphia, Pennsylvania) and to one or more national information services
that disseminate notices of redemption of obligations such as the Bonds.
Section 3.04 Redemotion of Portions of Bonds. Any Bond which is to be
redeemed only in part shall be surrendered at any place of payment specified in the notice of
redemption (with due endorsement by, or written instrument of transfer in form satisfactory to
the Registrar duly executed by, the Holder thereof or such Holder's attorney duly authorized in
writing) and the Issuer shall execute and the Registrar shall authenticate and deliver to the
Holder of such Bond, without service charge, a new Bond or Bonds, of the same interest rate
27
and maturity, and of any authorized denomination as requested by such Holder, in an aggregate
principal amount equal to and in exchange for the unredeemed portion of the principal of the
Bonds so surrendered,
Section 3.05 Payment of Redeemed Bonds. Official notice of redemption having
been given substantially as aforesaid, the Bonds or portions of Bonds to be redeemed shall, on
the redemption date, become due and payable at the Redemption Price therein specified, and
from and after such date (unless the Issuer shall default in the payment of the Redemption Price)
such Bonds or portions of Bonds shall cease to bsII interest. Upon surrender of such Bonds for
redemption in accordance with said notice, such Bonds shall be paid by the Registrar and/or
Paying Agent at the appropriate Redemption Price, plus accrued interest. Each check or other
transfer of funds issued by the Registrar and/or Paying Agent for the purpose of the payment
of the Redemption Price of Bonds being redeemed shall bear the CUSIP number identifying, by
issue and maturity, the Bonds being redeemed with the proceeds of such check or other transfer.
Installments of interest due on or prior to the redemption date shall be payable as herein
provided for payment of interest. All Bonds which have been redeemed shall be cancelled by
the Registrar and shall not be reissued.
ARTICLE IV
SECUR,ITY, SPECIAL FIJNDS AND
APPLICATION THEREOF
Section 4.01 Bonds not to be Indebtedness of Issuer. The Bonds shall not be or
constitute general obligations or indebtedness of the Issuer as "bonds" within the meaning of any
constitutional or statutory provision, but shall be special obligations of the Issuer, payable solely
from and secured by a lien upon and pledge of the Pledged Funds in accordance with the terms
of this Resolution. The Issuer may cause any Series of Bonds to be payable from and secured
by a Credit Facility or a Bond Insurance Policy not applicable to any one or more other Series
of Bonds. No Holder of any Bond or any Credit Bank or any Insurer shall ever have the right
to compel the exercise of the ad valorem taxing power of the Issuer to pay such Bond or shall
be entitled to payment of such Bond from any moneys of the Issuer except the Pledged Funds,
in lhe manner provided herein.
The Pledged Funds shall be subject to the lien of this pledge immediately upon
the issuance and delivery of the Series 1994 Bonds, without any physical delivery by the Issuer
of the Pledged Funds or further act, and the lien of this pledge shall be valid and binding as
against all parties having claims of any kind against the Issuer, in tort, contract or otherwise.
Section 4.02 Security for Bonds. The payment ofthe principal ofor Redemption
Price, if applicable, and interest on the Bonds shall be secured forthwith equally and ratably by
a pledge of and lien upon the Ptedged Funds; provided, however, a Series of Bonds may be
further secured by a Credit Facility or a Bond Insurance Policy not applicable to any one or
28
more other Series of Bonds, as shall be provided by Supplemental Resolution, in addition to the
security provided herein. The Issuer does hereby irrevocably pledge the Pledged Funds to the
payment of the principal of or Redemption Price, if applicable, and interest on the Bonds.
Section 4.03 Construction Fund. The Issuer covenants and agrees to establish
a separate fund with an Authorized Depository to be known as the "City of Dania Sales Tax
Revenue Bonds Construction Fund," which shall be used only for payment of the Cost of the
Projects. Moneys in the Construction Fund, until applied in payment of any item of the Cost
of a Project in the manner hereinafter provided, shall be held in trust by the Issuer and shall be
subject to a lien and charge in favor of the Bondholders and for the further security of such
Holders.
There shall be paid into the Construction Fund the amounts required to be so paid
by the provisions of this Resolution or any Supplemental Resolution, and there may be paid into
the Construction Fund, at the option of the Issuer, any moneys received for or in connection
with a Project by the Issuer from any other source.
The Issuer shall establish within the Construction Fund a separate account for the
Initial Project and each Additional Project, the Cost of which is to be paid in whole or in part
out of the Construction Fund.
The proceeds of insurance mainained pursuant to this Resolution against physical
loss of or damage to a Project, or of contractors' performance bonds with respect thereto
pertaining to the period of construction thereof, shall be deposited into the appropriate account
of the Construction Fund.
The Issuer covenants that the acquisition and construction of each Project will be
completed without delay and in accordance with sound engineering practices. The Issuer shall
make disbursements or payments from the Construction Fund to pay the Cost of a Project upon
the filing with the Clerk of documents and/or certificates signed by an Authorized Issuer Officer
stating with respect to each disbursement or payment to be made: (1) the item number of the
payment, (2) the name and address of the Person to whom payment is due, (3) the amount to
be paid, (4) the Construction Fund account from which payment is to be made, (5) the purpose,
by general classification, for which payment is to be made, and (6) that (A) each obligation, item
of cost or expense mentioned therein has been properly incurred, is in payment ofa part of the
Cost of a Project and is a proper charge against the account of the Construction Fund from
which payment is to be made and has not been the basis of any previous disbursement or
payment, or @) each obligation, item of cost or expense mentioned therein has been paid by the
Issuer, is a reimbursement of a part of the Cost of a Project, is a proper charge against the
account of the Construction Fund from which payment is to be made, has not been theretofore
reimbursed to the Issuer or otherwise been the basis of any previous disbursement or payment
and the Issuer is entitled to reimbursement thereof. The Clerk shall retain all such documents
and/or certificates of the Authorized Issuer Offlcers for seven (7) yea$ from the dates of such
documents and/or certihcates. The Clerk shall make available the documents and/or certificates
29
at all reasonable times for inspection by any Bondholder or the agent or representative of any
Bondholder.
Notwithstanding any of the other provisions of this Section 4.03, to the extent that
other moneys are not available therefor, amounts in the Construction Fund shall be applied to
the payment of principal of or Redemption Price, if applicable, and interest on Bonds when. due.
The date of completion of a Project shall be determined by the Authorized Issuer
Officer who shall cenify such fact in writing to the Goveming Body. Promptly after the date
of the completion of a Project, and after paying or making provisions for the payment of all
unpaid items of the Cost of such Project, the Issuer shall deposit in the following order of
priority any balance of moneys remaining in the Construction Fund in (1) another account of the
Construction Fund for which the Authorized Issuer Officer has stated that there are insufficient
moneys present to pay the Cost of the related Project, (2) the Reserve Account, to the extent of
a deitciency therein, and (3) such other fund or account of the Issuer, including those established
hereunder, as shall be determined by the Goveming Body, provided the Issuer has received an
opinion of Bond Counsel to the effect that such transfer shall not adversely affect the exclusion,
if any, of interest on the Bonds from gross income for federai income tax purposes.
Section 4.04 Funds and Accounts. The Issuer covenants and agrees to establish
with one or more Authorized Depositories separate funds to be known as the "City of Dania
Sales Tax Revenue Bonds Revenue Fund," the "City of Dania Sales Tax Revenue Bonds Debt
Service Fund" ard the "City of Dania Sales Tax Revenue Bonds Rebate Fund. " The Issuer shall
maintain in the Revenue Fund two accounts: the "Restricted Revenue Account" and the
"Unrestricted Revenue Account. " The Issuer shall maintain in the Debt Service Fund four
accounts: the "Interest Account," the "Principal Account," the "Bond Amortization Account,"
and the "Reserve Account. " Moneys in the Restricted Revenue Account and the Debt Service
Fund, until applied in accordance with the provisions hereof, shall be subject to a lien and
charge in favor of the Holders and for the further security of the Holders.
The Issuer shall at any time and from time to time appoint one or more
Authorized Depositories to hold, for the benefit of the Issuer and/or the Bondholders, any one
or more of the funds and accounts established hereby. Such depository or depositaries shall
perform at the direction of the Issuer the duties of the Issuer in depositing, transferring and
disbursing moneys to and from each of such funds and accounts as herein set forth, and all
records of such depository in performing such duties shall be open at all reasonable times to
inspection by the Issuer and its agents and employees.
(A) The Issuer shall deposit the Sales Tax Revenues into the Restricted Revenue
Account, promptly upon receipt thereof. On or before the last day of each month, commencing
with the month in which delivery of the Series 1994 Bonds shall be made to the purchasers
30
Section 4.05 Flow of Funds.
thereof, the moneys in the Restricted Revenue Account shall be deposited or credited in the
following manner and in the following order of priority:
(1) Interest Account. The Issuer shall deposit into or credit to the Interest
Account the sum which, together with the balance in said account, shall equal the interest on all
Outstanding Bonds accrued and unpaid and to accrue to the end of the then current calendar
month (assuming that a year consists of twelve (12) equal calendar months of thirty (30) days
each). Moneys in the Interest Account shall be applied by the Issuer to pay interest on the
Bonds as and when the same shall become due, whether by redemption or otherwise, and for
no other purpose. The Issuer shall adjust the amount of the deposit into the Interest Account
not later than the month immediately preceding any Interest Date so as to provide sufficient
moneys in the Interest Account to pay the interest coming due on the Bonds on such Interest
Date.
(2) Principal Account. Next, the Issuer shall deposit into or credit to the
Principal Account the sum which, together with the balance in said account, shall equal (a) the
principal amount of a1l Outstanding Bonds other than Term Bonds due and unpaid, (b) that
portion of the principal amount of the Bonds other than Term Bonds next due which would have
accrued on such Bonds next due during the then current calendar month ifsuch principal amount
thereof were deemed to accrue monthly (assuming that a year consists of twelve (12) equal
calendar months of thirty (30) days each) in equal installments flom a date one year preceding
the due date of such Bonds next due and (c) the portion of the principal amount of the Bonds
next due which shall have accrued on such basis in prior months. Serial Capital Appreciation
Bonds (including their respective interest components) shall be payable entirely from moneys in
the Principal Account on their respective maturity dates, and monthly deposits or credits to the
Principal Account to provide funds for such purpose shall commence in the month which is one
year prior to each such maturity dale. Not later than the month immediately preceding any
principal payment date, the Issuer shall adjust the amount of the deposit into the Principal
Account so as to provide sufficient moneys in the Principal Account to pay the principal on the
Bonds other than Term Bonds becoming due on such principal payment date. Moneys in the
Principal Account shall be applied by the Issuer to pay the principal of the Bonds other than
Term Bonds as and when the same shall become due, whether at maturity or otherwise, and for
no other purpose.
(3) Bond Amortization Account. Payments to the Bond Amortization Account
shall be on a parity with payments to the Principal Account. Commencing in the month which
is one year prior to the due date of each Amortization Installment, the Issuer shall deposit into
or credit to the Bond Amortization Account the sum which, together with the balance in said
account held for the credit of such Amortization Installment and all Outstanding Term Bonds due
and unpaid, shall equal (a) the principal amount of all such Outstanding Term Bonds due and
unpaid, @) that portion of such Amortization Installment which would have accrued during the
thin current calendar month if such Amortization Installment were deemed to accrue monthly
(assuming that a year consists of fiilelve (12) equal calendar months of thirty (30) days each) in
equal amounS fiom a date one year pleceding such due date and (c) the portion of such
31
Amortization Insrrllment which shall have accrued on such basis in prior months. Term Capital
Appreciation Bonds (including their respective interest components) shall be payable entirely
from moneys in the Bond Amortization Account on the respective due dates of the Amortization
Installments applicable thereto, and monthly deposits or credits to the Bond Amortization
Account to provide funds for such purpose shall commence in the month which is one year prior
to each such Amortization Installment due date. The Issuer shall adjust the amount of the
deposit into the Bond Amortization Account not later than the month immediately preceding any
date for payment of an Amortization Installment so as to provide sufficient moneys in the Bond
Amortization Account to pay such Amortization Installment on such date. Moneys in the Bond
Amortization Account shall be applied by the Issuer to purchase or redeem Term Bonds in the
manner herein provided, and for no other purpose.
Amounts accumulated in the Bond Amortization Account with respect to any
Amortization Installment may be applied by the Issuer, on or prior to the sixtieth (60th) day
preceding the due date of such Amortization Installment (i) to the purchase of Term Bonds of
the Series and maturity for which such Amortization Instrllment was established, at a price not
greater than the Redemption Price at which such Term Bonds may be redeemed on the first date
thereafter on which such Term Bonds sha.ll be subject to redemption, or (ii) to the redemption
at the applicable Redemption Price of such Term Bonds. The applicable Redemption Price (or
principal amount of maturing Term Bonds) of any Term Bonds so purchased or redeemed shall
be deemed to constitute part of the Bond Amortization Account until such Amortization
Installment date, for the purposes of calculating the amount of such Account. As soon as
practicable after the sixtieth (60th) day preceding the due date of any such Amortization
Installment, the Issuer shall proceed to call for redemption on such due date, by causing notice
to be given as provided in Section 3.03 hereoi Term Bonds of the Series and maturity for which
such Amortization Installment was established (except in the case of Term Bonds maturing on
an Amortization Installment date) in such amount as shall be necessary to complete the
retirement of the unsatished balance of such Amortization Installment. The Issuer shall pay out
of the Bond Amortization Account and the Interest Account to the respective Paying Agents, on
or before the day preceding such redemption date (or maturity date), the amount required for
the redemption (or for the payment of such Term Bonds then maturing), and such amount shail
be applied by such Paying Agents to such redemption (or payment). All expenses in connection
with the purchase or redemption of Term Bonds shall be paid by the Issuer from the Restricted
Revenue Account.
(4) Reserve Account. Next, the Issuer shall deposit into or credit to the Reserve
Account such sum, if any, as will be necessary to immediately restore the funds on deposit
therein to an amount equal to the Reserve Account Requirement including the reinstatement of
any Reserve Account Insurance Policy or Reserve Account ktter of Credit on deposit therein
or the cash replacement thereof. On or prior to each principal and interest payment date for the
Bonds, moneys in the Reserve Account shall be applied by the Issuer to the payment of the
principal of or Redemption Price, if applicable, and interest on the Bonds to the extent moneys
in the Interest Account, the Principal Account and the Bond Amortization Account shall be
insufficient for such purpose. Whenever there shall be surplus moneys in the Reserve Account
32
by reason of a decrease in the Reserve Account Requirement or as a result of a deposit therein
of a Reserve Account Insurance Policy and/or a Reserve Account Irtter of Credit, such surplus
moneys shall be deposited by the Issuer into the Principal Account, or such other appropriate
fund or account of the Issuer, provided such deposit to such other fund or account will not
adversely affect the exclusion from gross income of interest on the Bonds for federal income tax
purposes.
Upon the issuance of any Series of Bonds, under the terms, limitations and
conditions as herein provided, the Issuer shall provide for the funding of the Reserve Account
in an amount equal to the Reserve Account Requirement. Such required amount may be paid
in full or in part from the proceeds of such Series of Bonds or may be accumulated in equal
monthly payments from the Revenue Fund, on a parity with the payments required by the fust
sentenie of this part (4), to the Reserve Account over a period of months from the date of
issuance of such Series of Bonds, which shall not exceed the greater of (a) sixty (60) months,
or @) the number of months for which interest on such Series of Bonds has been capialized,
as determined by Supplemental Resolution.
Whenever moneys on deposit in the Reserve Account, together with the other
available amounts in the Debt Service Fund, are sufficient to fully pay atl Outstanding Bonds
(including principal and interest thereon) in accordance with their terms, the funds on deposit
in the Reserve Account shall be applied to the payment of Bonds.
Notwithstanding the foregoing provisions, in lieu of the required deposits into the
Reserve Account, the Issuel may, at its sole option and discretion, cause to be deposited a
Reserve Account Insurance Policy and/or Reserve Account Istter of Credit in an amount equal
to the difference between the Reserve Account Requirement applicable thereto and the sums, if
any, remaining on deposit in the Reserve Account after the deposit of such Reserve Account
Iniurance Policy and/or Reserve Account Letter of Credit. Such Reserve Account Insurance
Policy and/or Reserue Account If,tter of Credit shall be payable to the Paying Agent for such
Seriei (upon the giving of notice as required thereunder) on any interest payment or redemption
date on which a deficiency exists which cannot be cured by funds in any othel fund or account
held pursuant to this Resolution and available for such purpose. The issuer p-rordding such
Reserve Account Insurance Policy and/or Reserve Account L€tter of Credit shall be either (a)
an insurer (i) whose municipal bond insurance policies insuring the payment, when due, of the
principal of and interest on municipal bond issues results in such issues being rated in one of the-two
hignest rating categories (without regald to gradations, such as "plus" or "minus' of such
categoies) by either Standard & Poor's Corporation or Moody's Investors Service, or (ii) who
holdi one of
'the
rwo highest policyholder ratings accorded insurers by A. M. Best & company,
or any comparable service, or 1U) " commercial bank, insurance company or other financial
institution tire bonds payable or guaranteed by which have, or whose obligation to pay is
guamnteed by a commercial bank, insurance company or other financial institution which has'
6een assigned a rating by either Moody's Investors Service or Standard & Poor's Corporation
in one oi the two highest rating categories (without regard to gradations' such as "plus" or
"minus" of such cakgories).
33
If fifteen (15) days prior to an interest payment or mandatory redemption date,
the Issuer shall determine that a deficiency exists in the amount of moneys available to pay in
accordance with the terms hereof interest and/or principal due on Bonds on such date, the Issuer
shall immediately notify (a) the issuer of the applicable Reserve Account Insurance Policy and/or
the issuer of the Reserve Account I-etter of Credit, and @) the Insurer, if any, of the amount
of such deficiency and the date on which such payment is due, and shall take all action to cause
such issuer or Insurer to provide moneys sufficient to pay all amounts due on such interest
payment or redemption date.
If a disbursement is made from a Reserve Account Insurance Policy and/or
Reserve Account lcuer of Credit provided pursuant to this Section 4.05(,{)(4), the Issuer shall
reinstate the maximum limits of such Reserve Account Insurance Policy and/or Reserve Account
lrtter of Credit immediately following such disbursement from moneys available in the Reserve
Account in accordance with the provisions of the first paragraph of this Section +.05(A)(a), by
depositing funds in the amount of the disbursement made under such instrument, with the issuer
thereof, together with interest thereon to the date of reimbursement at the rate set forth in such
Reserve Account Insurance Policy or such Reserve Account Letter of Credit, but in no case
greater than the maximum rate of interest permitted by law. In addition, and in the same
manner, the Issuer shall reimburse the issuer of the Reerve Account Insurance Policy and/or
the issuer of the Reserve Account Irtter of Credit for all reasonable expenses incurred by such
issuer in connection with the draw on such Reserve Account Insurance Policy or the Reserve
Account Letter of Credit, as the case may be.
The Issuer may evidence its obligation to reimburse the issuer of any Reserve
Account Letter of Credit or Reserve Account Insurance Policy by executing and delivering to
such issuer a promissory note therefor and/or an agreement relating thereto, which shall be
approved by Supplemental Resolution, provided, however, any such note and any payment
obligations of the Issuer under such agreement (a) shall not be a general obligation of the Issuer
the payment of which is secured by the full faith and credit or taxing power of the Issuer, and
@) shall be payable solely from moneys available in the Reserve Account in accordance with
the provisions of the first paragraph of this Section 4.05(AX4). All of the provisions of such
promissory note or such agreement, when executed and delivered by the Issuer, shall be deemed
to be a part of this Resolution as fully and to the same extent as if incorporated verbatim herein'
To the extent the Issuer causes to be deposited into the Reserve Account, a
Reserve Account Insurance Policy and/or a Reserve Account IJtter of Credit for a term of years
shorter than the life of the Series of Bonds so insured or secured, then the Reserve Account
Insurance Policy and/or the Reserve Account I-ett€r of Credit shall provide, among other things,
that the issuer thereof shall provide the Issuer with notice as of each anniversary of the date of
the issuance of the Reserve Account Insurance Policy and/or the Reserve Account Letter of
Credit of the intention of the issuer thereof to either (a) extend the term of the Reserve Account
Insurance Policy and/or the Reserve Account l*tter of Credit beyond the expiration dates
thereof, or @) terminate the Reserve Account Insurance Policy and/or the Reserve Account
t etter of Credit on the initial expiration dates thereof or such other future date as the issuer
34
thereof shall have established. If the issuer of the Reserve Account Insurance Policy and/or the
Reserve Account Irtter of Credit notifies the Issuer pursuant to clause (b) of the immediately
preceding sentence or if the Issuer terminates the Reserve Account I€tter of Credit and/or
Reserve Account Insurance Policy, then the Issuer shall deposit into the Reserve Account, on
or prior to the fifteenth (15th) day of the first fult calendar month following the date on which
such notice is received by the Issuer, such sums as shall be sufircient to pay an amount equal
to a fraction, the numerator of which is one (l) and the denomilator of which is equal to the
number of months remaining in the term of the Reserve Account Insurance Policy and/or the
Reserve Account ktter of Credit of the Reserve Account Requirement on the date such notice
was received (the maximum amount available, assuming full reimbursement by the Issuer, under
the Reserve Account IJtter of Credit and/or the Reserve Account Insurance Policy to be reduced
annua.lly by an amount equal to the deposit to the Reserve Account during the previous twelve
(12) month period) until amounts on deposit in the Reserve Account, as a result of the
aforementioned deposits, and no later than upon the expiration of such Reserve Account
Insurance Policy and/or such Reserve Account l-etter of Credit, shall be equal to the Reserve
Account Requirement applicabie thereto.
If any Reserve Account Letter of Credit or Reserve Account Insurance Policy
sha.ll terminate prior to the stated expiration date thereof, the Issuer agre€s that it shall fund the
Reserve Account over a period not to exceed sixty (60) months during which it shall make
consecutive equal monthly payments in order that the amount on deposit in such account at the
end of such period shall equal the Reserve Account Requirement; provided, the Issuer may, with
the prior written consent of the Insurer, if any, obtain a new Reserve Account I-etter of Credit
or a new Reserve Account Insurance Policy in lieu of making the payments required by this
paragraph.
Prior to deposit in the Reserve Account, any Reserve Account l-etter of Credit
or Reserve Account Insurance Policy shall be approved in writing by each Insurer and Credit
Bank and shall conform to such additional or different restrictions as such lnsurer or Credit Bank
shall reasonably require.
(5) Unrestricted Revenue Account. The balance of any moneys remaining in
the Restricted Revenue Account after the deposits required by parts (1) through (4) of this
subsection (A) may be transferred, at the discretion of the Issuer, to the Uuestricted Revenue
Account or to any other appropriate fund or account of the Issuer and used by the Issuer for any
lawful purpose.
(B) The Issuer, in its discretion, may use moneys in the Principal Account and
the Interest Account to purchase or redeem Bonds coming due on the next principal payment
date, provided such purchase or redemption does not adversely affect the Issuer's ability to pay
the principal or interest coming due on such principal payment date on the Bonds not so
purchased or redeemed.
35
(C) At least one (1) business day prior to the date established for payment of any
principal of or Redemption Price, if applicable, or interest on the Bonds, the Issuer shall
withdraw from the Debt Service Fund sufficient moneys to pay such principal or Redemption
Price, if applicable, or interest and deposit such moneys with the Paying Agent for the Bonds
to be paid.
(D) In the case of Bonds secured by a Credit Faciiity, amounts on deposit in any
funds or accounts established for such Bonds may be applied as provided in the applicable
Suppiemental Resolution to reimburse the Credit Bank for amounts drawn under such Credit
Facility to pay the principal of or Redemption Price, if applicable, and interest on such Bonds
or to pay the purchase price of any such Bonds which are tendered by the Holders thereof for
payment.
Section 4.06 Rebate Fund. Amounts on deposit in the Rebate Fund shall be held
in trust by the Issuer and used solely to make required rebates to the United States Treasury
(except to the extent the same may be transferred to the Revenue Fund) and the Bondholders
shall have no right to have the same applied for debt service on the Bonds. The Issuer agrees
to undertake all actions required of it in its arbitrage certiflcate relating to each series of Bonds
(other than Taxable Bonds), and other instructions from Bond Counsel, delivered in connection
with or subsequent to the issuance of such Bonds, including, but not limited to:
(A) making a determination in accordance with the Code of the amount required
to be deposited in the Rebate Fund;
@) depositing from moneys in the Revenue Fund or from other moneys of the
Issuer derived from sources other than ad valorem taxation and legally available for such
purpose the amount determined in subsection (A) above into the Rebate Fund;
(C) paying on the dates and in the manner required by the Code to the United
States Treasury from the Rebate Fund and any other legally available moneys of the Issuer such
amounts as shall be required by the Code to be rebated to the United States Treasury; and
@) keeping such records of the determinations made pursuant to this Section
4.06 as shall be required by the Code, as well as evidence of the fair market value of any
investments purchased with proceeds of the Bonds.
The provisions of the above-described arbitrage certificate and instructions of
Bond Counsel may be amended from time to time as shall be necessary, in the opinion of Bond
Counsel, to comply with the provisions of the Code.
Section 4.07 Investments. The Construction Fund, the Restricted Revenue
Account and the Debt Service Fund shall be continuously secured in the manner by which the
deposit of public funds are authorized to be secured by the laws of the State. Moneys on deposit
in the Construction Fund, the Restricted Revenue Account and the Debt Service Fund, other than
36
the Reserve Account, may be invested and reinvested in Authorized Investments maturing not
later than the dat€ on which the moneys therein will be needed. Moneys on deposit in the
Reserve Account may be invested or reinvested in securities provided in clauses (1) through (9)
of the defmition of Authorized Investments which shall mature no later than frve (5) years from
the date of acquisition thereof.
Any and all income received by the Issuer from the investment of moneys in the
Construction Fund, the Rebate Fund and the Restricted Revenue Account in the Revenue Fund
and in the Interest Account, the Principal Account, the Bond Amortization Account and the
Reserve Account (to the extent the amount therein is less than the Reserve Account Requirement)
in the Debt Service Fund shall be retained in such respective fund or account unless otherwise
required by applicable law. To the extent that the amount in the Reserve Account is greater than
the Reserve Account Requirement, any and all income leceived by the Issuer from the
investment of moneys in the Reserve Account shall be deposited in the Interest Account.
A1l investments shall be valued at cost. Nothing contained in this Resolution shall
prevent any Authorized Investments acquired as investments of or security for funds held under
this Resolution from being issued or held in book-entry form on the bool$ of the Department
of the Treasury of the United States.
Section 4.08 Separate Accounts. The moneys required to be accounted for in
each of the foregoing funds and accounts established herein may be deposited in a single bank
account, and funds allocated to the various funds and accounts established herein may be
invested in a common investment pool, provided that adequate accounting records are maintained
to reflect and control the restricted allocation of the moneys on deposit therein and such
investments for the various purposes of such funds and accounts as herein provided.
The designation and establishment of the various funds and accounts in and by this
Resolution shall not be construed to require the establishment of any completely independent,
self-balancing funds as such term is commonly defined and used in governmental accounting,
but mther is intended solely to constitute an earmarking of certain revenues for certain purposes
and to establish certain priorities for application of such Ievenues as herein provided.
ARTICLE V
SI]BORDINATED INDEBTEDNESS,
ADDITIONAL BONDS AND COVENANTS OF ISSI]ER
Section 5.01 Subordinated Indebtedness. The Issuer will not issue any other
obligations, except under the conditions and in the manner provided herein, payable from the
Pledged Funds oi voluntarily cleate or qluse to be created any debt, lien, pled g' assignment'
"n.rrirbr-.. or other charge having priority to or being on a parity with the lien thereon in
favor of the Bonds and the interest thereon. The Issuer may at any time or from time to time
issue evidences of indebtedness that are not Additional Bonds and that are payable in whole or
5l
in part out of the Pledged Funds and which may be secured by a pledge of the Pledged Funds;
provided, however, that such pledge shalt be, and shall be expressed to be, subordinatd in all
resp€cts to the pledge of the Pledged Funds created by this Resolution. The Issuer shall have
the right to covenant with the holders from time to time of any SubordinaM Indebtedness to add
to the conditions, limitations and restrictions under which any Additional Bonds may be issued
pursuant to Section 5.02 hereof. The Issuer agrees to pay promptly any Subordinated
Indebtedness as the same shall become due.
Section 5.02 Issuance of Additional Bonds. The Issuer may issue one or more
Series of Additional Bonds for any one or more of the following purposes: financing the Cost
of an Additional Project, or the completion thereof or of the Initial Project, or refunding any or
all Outstanding Bonds or of any Subordinated Indebtedness of the Issuer. Additional Bonds shall
be deemed to have been issued pursuant to this Resolution the same as the Outstanding Bonds,
and all of the other covenants and other provisions of this Resolution (except as to details of
such Additional Bonds inconsistent therewith) shall be for the equal benefit, protection and
security of the Holders of all Bonds issued pursuant to this Resolution; provided, however, any
Supplemental Resolution authorizing the issuance of Additional Bonds may provide that any of
the covenants herein contailed will not be applicable to such Additional Bonds, provided that
such provision shall not, in the opinion of Bond Counsel, adversely affect the rights of the
Holders of any Bonds which shall then be Outstanding. Except as provided in Sections 4.02 and
4.05 hereof, all Bonds, regardless of the time or times of their issuance, shall rank equally with
respect to their lien on the Pledged Funds and their sources and security for payment therefrom
without preference of any Bonds over any other; provided, however, that the Issuer shall include
a provision in any Supplemental Resolution authorizing the issuance of Variable Rate Bonds
pursuant to this Section 5.02 that in the event the principal thereof is accelerated due to such
Bonds being held by the issuer of a Credit Facility, the lien of such Bonds on the Pledged Funds
shall be subordinate in all respects to the pledge of the Pledged Funds created by this Resolution.
No such Additional Bonds shall be issued by the Issuer unless the following conditions are
complied with:
(A) The Issuer shall certify that it is curent in all deposits into the various funds
and accounts established hereby and all payments theretofore required to have been deposited
or made by it under the provisions of this Resolution and has complied with the covenants and
agreements of this Resolutipn.
@) There shall have been obtained and filed with the Issuer a certiflcate of an
independent certified public accountant: (1) stating that such accountant has examined the books
and records of the Issuer relating to collection and receipt of the Sales Tax Revenues; (2) setting
forth the amount of Sales Tax Revenues for the immediately preceding Fiscal Year or any twelve
(12) consecutive months selected by the Issuer from the eighteen (18) months immediately
preceding the issuance of such Additional Bonds; (3) stating that such Sales Tax Revenues equal
at least (a) 1.50 times the Maximum Debt Service Requtement of all Outstanding Bonds and
such Additional Bonds then proposed to be issued and @) 1.00 times the maximum annual debt
service for all Subordinated Indebtedness then outstanding; and (4) stating that no Event of
38
Default was disclosed in the report of the most recent Annual Audit, or if such Event of Default
was so disclosed, that it shall have been cured.
(C) In computing Maximum Debt Service Requirement for purposes of this
Section 5.02, the interest rate on outstanding Variable ttate Bonds, and on additiond pariry
Variable Rate Bonds then proposed to be issued, shall be deemed to be the Maximum Interest
Rate applicable thereto.
@) In the event any Additional Bonds are issued for the purpose of refunding
any Bonds then Outstanding, the conditions of Section 5.02(8) shall not apply, provided that the
issuance of such Additional Bonds shall not result in an increase in the aggregate amount of
principal of and interest on the Outstrnding Bonds becoming due in the curent Fiscal Year and
ail subsequent Fiscal Years. The conditions of Section 5.02@) hereof shall apply to Additional
Bonds issued to refund Subordinated Indebtedness and to Additional Bonds issued for refunding
purposes which cannot meet the conditions of this paragraph.
(E) In the event that the total amount of any Series of Bonds authorized to be
issued shall not be issued simultaneously, such Bonds which shall be issued subsequently shall
be subject to the conditions of Section 5.02@) hereof.
@) In addition to all of the other requirements specified in this Section 5.02, the
Issuer must comply with any applicable provisions of any financing documents relating to
outstanding Subordinated Indebtedness to the extent such provisions impact on the ability of the
Issuer to issue Additional Bonds.
Section 5.03 Bond Anticipation Notes. The Issuer may issue notes in
anticipation of the issuance of Bonds which shall have such terms and details and be secured in
such manner, not inconsistent with this Resolution, as shall be provided by resolution of the
Issuer.
Section 5.04 Accession ofSubordinated Indebtedness to Parity Statuswith Bonds.
The Issuer may provide for the accession of Subordinated Indebtedness to the status of complete
padty with the Bonds, if (A) the Issuer shall meet all the requirements imposed upon the
issuance of Additional Bonds by Section 5.02 hereof, assuming, for purposes of said
requirements, that such Subordinated Indebtedness shall be Additional Bonds, and @) the Issuer
shall provide for the funding of the Reserve Account, upon such accession, in an amount equal
to the increase in the amount of the Reserve Account Requirement occasioned by such accession
in accordance with Section 4.05(AX4) hereof. If the aforementioned conditions are satisfied,
the Subordinated lndebtedness shall be deemed to have been issued pursuant to this Resolution
the same as the Outstanding Bonds, and such Subordinated Indebtedness shall be considered
Bonds for all purposes provided in this Resolution.
Section 5.05 Books and Records. The Issuer will keep books, records and
accounts of the receipt of the Pledged Funds in accordance with generally accepted accounting
39
principles, and any Credit Bank, Insurer, or Holder of any Bonds Outstanding or the duly
authorized representatives thereof shall have the right at ail reasonable times to inspect all books,
records and accounts of the Issuer relating thereto.
The Issuer covenants that within one hundred eighty (180) days of the close of
each Fiscal Year it will cause to be prepared and filed with the Clerk and mailed to all Credit
Banks, Insurers and Holders who shall have filed their names and addresses with the Clerk for
such purpose a statement setting forth in respect of the preceding Fiscal Year: (A) the amount
of the Sales Tax Revenues received in the preceding Fiscal Year; (B) the total amounts deposited
to the credit of each fund and account created under the provisions of this Resolution; (C) the
principal amount of all Bonds issued, paid, purchased or redeemed; and (D) the amounts on
deposit at the end of such Fiscal Year to the credit of each such fund or account.
Section 5.06 Annual Audit. The Issuer shall, immediately after the close of each
Fiscal Year, cause the financial statements of the Issuer to be properly audited by a recognized
independent firm of certified public accountants, and shall require such accountants to complete
their report of such Annuai Audit in accordance with applicable law. Such Annual Audits shall
contain, but not be limited to, a balance sheet, an income statement, a statement of changes in
financial position, a statement of change in retained earnings, a statement of insurance coverage,
and any other statements as required by law or accounting convention, and a certificate by such
accountants disclosing any material default on the part of the Issuer of any covenant or
agre€ment herein. Each Annual Audit shall be in conformity with generally accepted accounting
principles. A copy ofeach Annual Audit shall regularly be furnished to any Credit Bank, to any
Insurer and to any Holder who shall have furnished an address to the Clerk and requested in
writing that the same be fumished to such Holder. The Issuer shall be permitted to make a
reasonable charge for furnishing to any Holder such Annual Audit.
Section 5.08 Collection of Sales Tax Revenues. The Issuer covenants to do all
things necessary on is part to maintain its eligibility to participate in the distribution of firnds
from the l,ocal Govemment Half Cent Sales Tax Clearing Trust Fund as described in Part VI,
of Chapter 218, Florida Statutes, .ui amended, as increased by any amendment hereafter enacted
by the Florida lrgislature which expands the amount of sales tax distributed pursuant to such
statute or any other law (but only to the extent expressly pledged by resolution of the Issuer).
The Issuer will at all times comply with all of the requirements and conditions of Chapter 218,
Part VI, Florida Statutes, as amended, and take every necessary action to remain qualified to
receive distribution of the Sales Tax Revenues; and the Issuer will not take any action which will
jeopardize its eligibility for receipt of such funds which may adversely effect its undertakings
as provided in this Instrument. The Issuer will not take any action or enter into any agreement
that shall result in reducing the level of Sales Tax Revenues distributed to the Issuer from that
prevailing at the time the Issuer takes such action or enters into such agreement.
40
Section 5.07 No Impairment. The pledging of the Pledged Funds in the manner
provided herein shall not be subject to repea.l, modification or impairment by any subsequent
ordinance, resolution or other proceedings of the Governing Body.
Section 5.09 Special Covenants Relating to Reserve Account Insurance Policy
or Reserve Account Irtier of Credit.
(A) The Issuer shall annually submit to the issuer of the Reserve Account
Insurance Policy and/or the Reserve Account Irtter of Credit, records of withdrawals on such
Reserve Account Insurance Policy or such Reserve Account Irtter of Credit, as the case may
be, received by the Paying Agent and remaining unpaid, the respective dates of such
withdrawals, the interest accrued on such withdrawals and the a$gregate amount of irterest due
by the Issuer to the issuer of such Reserve Account Insurance Policy or such Reserve Account
Letter of Credit, as the cas€ may be.
(B) The Issuer hereby acknowledges that the issuer of the Reserve Account
Insurance Policy and/or the Reserve Account lrner of Credit shall be deemed a third-party
beneficiary of this Resolution for the purpose of enforcing the terms, conditions and obligations
of this Resolution which benefit the issuer of such Reserve Account Insurance Policy or such
Reserve Account ktter of Credit, as the case may be.
Section 5.10 Covenants with Credit Banks and Insurers. The Issuer may make
such covenants as it may in its sole discretion determine to be appropriate with any Insurer,
Credit Bank or other financial institution that shall agree to insure or to provide for Bonds of
any one or more Series credit or iiquidity support that shall enhance the security or the value
of such Bonds. Such covenants may be set forth in the applicable Supplemental Resolution and
shall be binding on the Issuer, the Registrar, the Paying Agent and all the Holders of Bonds the
same as if such covenants were set forth in full in this Resolution.
Section 5.11 Federal Income Tax Covenants: Taxable Bonds.
(A) The Issuer covenants with the Holders of each Series of Bonds (other than
Taxable Bonds), that it shall not use the proceeds of such Series of Bonds in any manner which
would cause the interest on such Series of Bonds to be or become includable in the gross income
of the Holder thereof for federal income tax purposes.
(B) The Issuer covenants with the Holders of each Series of Bonds (other than
Taxable Bonds) that neither the Issuer nor any Person under its control or direction will make
any use of the proceeds of such Series of Bonds (or amounts deemed to be proceeds under the
Code) in any manner which would cause such Series of Bonds to be "arbitrage bonds' within
the meaning of Section 148 of the Code, and neither the Issuer nor any such other Person shall
do any act or fail to do any act which would cause the interest on such Series of Bonds to
become inciudable in the gross income of the Holder thereof for federal income tax purposes.
(C) The Issuer hereby covenants with the Holders of each Series of Bonds (other
than Taxable Bonds) that it will comply with all provisions of the Code necessary to maintain
the exclusion of interest on the Bonds from the gross income of the Holder thereof for federal
4l
income tax purposes, including, in particular, the payment ofany amount required to be rebated
to the United Stat€s Treasury pursuant to the Code.
@) The Issuer may, if it so elects, issue one or more Series of Taxable Bonds
the interest on which is (or may be) includable in the gross income of the Holder thereof for
federal income taxation purposes, so long as each Bond of such Series states in the body thereof
that interest payable thereon is (or may be) subject to federal income taxation and provided that
the issuance thereof will not cause the interest on any other Bonds theretofore issued hereunder
to be or become includable in the gross income of the Holder thereof for federal income tax
pulposes. The covenants set forth in subsections (A), (B) and (C) of this Section 5.11 shall not
apply to any Taxable Bonds.
Section 5.12 Municipal Bond Insurance. Notwithstanding any provision to the
contrary contained herein, the following provisions shall apply so long as the Municipal Bond
Insurance Policy with respect to the Series 1994 Bonds issued by AMBAC Indemnity (as such
terms are herehafter defined) shall be in full force and effect:
(A) "AMBAC Indemnity" shall mean AMBAC Indemnity Corporation, a
Wisconsin-domiciled stock insurance company.
(B) "Municipal Bond Insurance Policy" shall mean the municipal Bond Insurance
Policy issued by AMBAC Indemnity insuring the payment when due of the principal of and
interest on the Series 1994 Bonds as provided therein.
(C) Any provision of this Resolution expressly recognizing or granting rights in
or to AMBAC Indemnity may not be amended in any manner which affects the rights of
AMBAC Indemnity hereunder without the prior written consent of AMBAC Indemnity.
@) Unless otherwise provided in this Section, AMBAC Indemnity's consent shall
be required in addition to the consent of the Holders of the Series 1994 Bonds, when required,
for the following purposes: (1) execution and delivery of any Supplemental Resolution and (2)
initiation or approval of any action not described in (l) above which requires the consent of the
Holders of the Series 1994 Bonds.
@) Anything in this Resolution to the contrary notwithstanding, upon the
occurrence and continuance of an Event of Default as delined herein, AMBAC Indemnity shall
be entitled to control and direct on behalf of the Holders of the Series 1994 Bonds the
enforcement of all rights and remedies granted to such Holders under this Resolution.
(F) While the Municipal Bond Insurance Policy is in effect, the Issuer shall
fumish to AMBAC Indemnity:
(l) as soon as practicable after the frling thereof, a copy of any financial
statement of the Issuer and a copy of any audit and annual report of the Issuer;
42
(2) a copy of any notice to be given to the registered owners of the Series 1994
Bonds, including, without limitation, notice of any redemption or defeasance of Series 1994
Bonds, and any certificate rendered pursuant to this Resolution relating to the security for the
Series 1994 Bonds; and
(3) such additional information AMBAC Indemnity may reasonably request.
(G) The Issuer will permit AMBAC Indemnity to discuss the affairs, finances
and accounts of the Issuer or any information AMBAC Indemnity may reasonably request
regarding the security for the Series 1994 Bonds with appropriate officers of the Issuer. The
Issuer will permit AMBAC Indemnity to have access to and to make copies of all books and
records relating to the Series 1994 Bonds at any reasonable time.
QI) In the event the Issuer shall fail to comply with the requirements of
subsections (F) and (G) above, AMBAC Indemnity shall have the right to direct an accounting
at the Issuer's expense, and the Issuer's failure to comply with such direction within thirty (30)
days after receipt of written notice of the direction from AMBAC Indemnity shall be deemed
a default hereunder; provided, however, that if compliance cannot occur within such period, then
such period will be extended so long as compliance is begun within such period and diligently
pursued, but only if such extension would not materially adversely affect the interests of any
registered owner of the Series 1994 Bonds.
(I) Notwithstanding any other provision of this Resolution, the Issuer shall
immediately notify AMBAC Indemnity if at any time there are insufficient moneys to make any
payments of principal and/or interest as required and immediately upon the occurrence of any
Event of Default hereunder.
(J) Moneys on deposit in the funds and accounts established by this Resolution
may be invested only in thL investments described below, but only to the extent permitted by this
Resolution and to the extent the same shall be permitted from time to time by applicable laws
of the State:
(l) Direct obligations of (including obligations issued or held in book entry form
on the books of the Department of the Treasury of the United States of America;
(2) Obligations of any of the following federal agencies which obligations
represent fuU faith and credit of the United States of America: Export-Import Bank; Farm
Credit System Financial Assistance Corporation; Farmers Home Administration; General
Services Administration; U.S. Maritime Administration; Small Business Administration;
Govemment National Mortgage Association (GNMA); U.S. Department of Housing and Urban
Development (PHA's) ; and Federal Housing Administration;
(3) Senior debt obligations rated 'AAA" by Standard & Poor's Corporation
("Smndard & Poor's") and "Aaa" by Moody's Investors Service ("Moody's") issued by the
43
Federai National Mortgage Association or the Federal Home I-oan Mortgage Corporation and
senior debt obligations ofother government sponsored agencies approved by AMBAC Indemnity;
(4) U.S. Dollar denominated deposit accounts, federal funds and banker's
acceptances with domestic commercial banks which have a rating on their short term certificates
of deposit on the date of purchase of "A-1" or "A-lt" by Standard & Poor's and "P-1" by
Moody's and maturing no more than 360 days after the date of purchase (ratings on holding
companies are not considered as the rating of the bank);
(5) Commercial paper which is rated at the time of purchase in the single highest
classification, "A-1+'by Standard & Poor's and "P-1" by Moody's and which matures not
more than 270 days after the date of purchase;
(6) Investments in a money market fund rated "AAAm" or "AAAm-G" or better
by Standard & Poor's;
(7) Pre-refunded municipal obligations defined as follows:
Any bonds or other obligations of any state of the United States of
America or of any agency, instrumentality or local govemmental
unit of any such state which are not callable at the option of the
obligor prior to maturity or as to which irrevocable notic€ has been
given by the obligor to call on the date specified in the notice; and
(a) which are rated, based on an irrevocable escrow account or
fund (the "escrow"), in the highest rating category of Standard &
Poor's and Moody's or any successors therelo; or (b)(i) which are
fully secured as to principal and interest and redemption premium,
if any, by an escrow consisting only of cash or obligations
described in paragraph (1) above, which escrow may be applied
only to the payment of such principal of and interest and
redemption premium, if any, on such bonds or other obligations on
the maturity date or dates thereof or the specified redemption date
or dates pursuant to such irrevocable instructions, as appropriate,
and (ii) which escrow is sufficient, as verified by a nationally
recognized independent certifred public accountant, to pay
principal of and interest and redemption premium, if any, on the
bonds or other obligations described in this paragraph on the
maturity date or dates thereof or on the redemption date or dates
specified in the irrevocable instructions referred to above, as
appropriate;
(8) Investment agreements approved in writing by AMBAC Indemnity (supported
by appropriate opinions of counsel) with notice to Standard & Poor's;
44
(c) as to certificates of deposit and bankers acceptances:
thereof, plus accrued interest; and
(9) Units of participation in the l,ocal Government Surplus Funds Trust Fund
established pursuant to Part IV, Chapter 218, Florida Statutes, or any similar common trust fund
which is established pursuant to State law as a legal depository of public moneys; and
The value of the investments described in this subsection (J) shall be determined
as of the end of each month and shall be calculated as follows:
(a) as to investments the bid ald asked prices of which are published on a
regular basis in The Wall Street Joumal (or, if not there, then in The New York Times): the
average of the bid and asked prices for such investments so published on or most recently prior
to such time of determination;
O) as to investments the bid and asked prices of which are not published on a
regular basis in The WaIl Street Joumal or The New York Times: the average bid price at such
time of determination for such investments by any two nationally recognized govemment
securities dealers (selected by the Issuer in its absolute discretion) at the time making a market
in such investments or the bid price published by a nationally rerognizel pricing service;
the face amount
(d) as to any investment not specified above: the value thereof established by
prior agreement between the Issuer and AMBAC Indemnity.
(K) Notwithstanding anything herein to the contrary, in the event that the
principal and/or interest due on the Series 1994 Bonds shall be paid by AMBAC Indemnity
pursuant to the Municipal Bond Insurance Policy, the Series 1994 Bonds shall remain
Outstanding for all purposes, not be defeased or otherwise satisfied and not be considered paid
by the Issuer, and the assignment and pledge of the Pledged Funds and all covenants, agreements
and other obligations of the Issuer to the registered owners shall continue to exist and shall run
to the beneflt of AMBAC Indemniry, and AMBAC Indemnity shall be subrogated to the rights
of such registered owners.
(L) AMBAC Indemnity will allow the following obligations to be used for
defeasance purposes: (1) cash, or (2) direct obligations of (including obligations issued or held
in book entry form on the books o0 the Department of the Treasury of the United States of
America.
(M) Nothing in this Resolution expressed or implied is intended or shall be
construed to confer upon, or to give or grant to, any person or entity, other than the Issuer,
AMBAC Indemnity, the Registrar, the Paying Agent and the registered owners of the Series
45
(10) Other forms of investments (including repurchase agreements) approved in
writing by AMBAC Indemnity with notice to Standard & Poor's.
1994 Bonds, any right, remedy or claim under or by reason of this Resolution or any covenant,
condition or stipulation hereof, and all covenants, stipulations, promises and agreements in this
Resolution contained by or on behalf of the Issuer shall be for the sole and exclusive benefrt of
the Issuer, AMBAC Indemnity, the Registrar, the Paying Agent and the registered owners of
the Series 1994 Bonds.
(N) The following procedures shall apply for payment pursuant to the Municipal
Bond Insurance Policy:
As long as the Municipal Bond Insurance Policy shall be in full force and effect,
the Issuer, the Registrar and the Paying Agent agree to comply with the following provisions:
(l) At least one (1) day prior to all Interest Dates the Paying Agent will
determine whether there will be sufficient funds in the funds and accounts to pay the principal
of or interest on the Series 1994 Bonds on such Interest Date. If the Paying Agent determines
that there will be insufficient funds in such funds and accounts, the Paying Agent shall so notify
AMBAC Indemnity. Such notice shall specify the amount of the anticipated deficiency, the
Series 1994 Bonds to which such deficiency is applicable and whether such Series 1994 Bonds
will be defrcient as to principal or interest, or both. If the Paying Agent has not so notified
AMBAC Indemnity at least one (1) day prior to an Interest Date, AMBAC Indemnity will make
payments of principal or interest due on the Series 1994 Bonds on or before the first (lst) day
next following the date on which AMBAC Indemnity shall have received notice of nonpayment
from the Paying Agent.
@ The Issuer, the Registrar and/or the Paying Agent shall, after the giving of
notice to AMBAC Indemnity as provided in (1) above, make available to AMBAC Indemnity
and, at AMBAC Indemnity's direction, to the United States Trust Company of New York, as
insurance trustee for AMBAC Indemniry or any successor insurance trustee (the "Insurance
Trustee'), the registration books of the Issuer maintained by the Registrar and all records
relating to the funds and accounts maintained under this Resolution.
(3) The Issuer, the Registrar andior the Paying Agent shall provide AMBAC
Indemnity and the Insurance Trustee with a list of registered owners of Series 1994 Bonds
entitled to receive principal or interest payments from AMBAC Indemnity under the terms of
the Municipal Bond Insurance Policy, and shall make arrangements with the Insurance Trustee
(a) to mail checks or drafts to the registered owners of Series 1994 Bonds entitled to receive full
or partial interest payments from AMBAC Indemnity and @) to pay principal upon Series 1994
Bonds surrendered to the Insurance Trustee by the registered owners of Series 1994 Bonds
entitled to receive full or partial principal payments from AMBAC Indemnity.
(a) The Issuer, the Registrar and/or the Paying Agent shall, at the time notice
is provided to AMBAC Indemnity pursuant to (l) above, notify registered owners of Series 1994
Bonds entitled to receive the payment of principal or interest thereon from AMBAC Indemnity
(a) as to the fact of such entitlement, (b) that AMBAC Indemnity will remit to them all or a part
46
of the interest payments next coming due upon proof of entitlement to interest payments and
delivery to the Insumnce Trustee, in form satisfactory to the Insurance Trustee, ofan appropriate
assignment of the registered owner's right to payment, (c) that should they be entitled to receive
full payment of principal from AMBAC Indemnity, they must surrender their Series 1994 Bonds
(along with an appropriate instrument of assignment satisfactory to the Insurance Trustee to
permit ownership of such Series 1994 Bonds to be registered in the name of AMBAC Indemnity)
for payment to the Insurance Trustee, and not the Issuer, the Registrar and/or the Paying Agent
and (d) that should they be entitled to receive partial payment of principal from AMBAC
Indemnity, they must surrender their Series 1994 Bonds for payment thereon first to the
Registrar and/or the Paying Agent who shall note on such Series 1994 Bonds the portion of the
principal paid by the Registrar and/or the Paying Agent and then, along with an appropriate
instrument of assignment in form satisfactory to the Insurance Trustee, to the Insurance Trustee,
which will pay the unpaid portion of principal.
(5) In the event that the Issuer, the Registmr and/or the Paying Agent has notice
that any payment of principal of or interest on a Series 1994 Bond which has become due for
payment and which is made to a Holder by or on behalf of the Issuer has been deemed a
preferential transfer and theretofore recovered from its registered owner pursuant to the United
States Bankruptcy Code by a trustee in bankruptcy in accordance wilh the finai, nonappealable
order of a court having competent jurisdiction, the Issuer, the Registmr and/or the Paying Agent
shall, at the time AMBAC Indemnity is notified pursuant to (1) above, notify all registered
owners of the Series 1994 Bonds that in the event that any registered owner's payment is so
recovered, such registered owner will be entitled to payment from AMBAC Indemnity to the
extent of such recovery if sufficient funds are not otherwise available, and the Issuer, the
Registrar and/or the Paying Agent shall furnish to AMBAC Indemnity its records evidencing the
payments of principal of and interest on the Series 1994 Bonds which have been made by the
Registrar and/or the Paying Agent and subsequently recovered from registered owners and the
dates on which such payments were made.
(6) In addition to those rights granted AMBAC Indemnity under this Resolution,
AMBAC Indemnity shall, to the extent it makes payment of principai of or interest on Series
1994 Bonds, become subrogated to the rights of the recipients of such payments in accordance
with the terms of the Municipal Bond Insurance Potcy, and to evidence such subrogation (a) in
the case of subrogation as to claims for past due interest, the Issuer, the Registrar and/or the
Paying Agent shall note AMBAC Indemnity's rights as subrogee on the registration books of the
Issuer maintained by the Registrar upon receipt from AMBAC Indemnity of proof of the
payment of interest thereon to the registered owners of the Series 1994 Bonds, and @) in the
case of subrogation as to claims for past due principal, the Issuer, the Registrar and/or the
Paying Agent shall note AMBAC Indemnity's rights as subrogee on the registration books of
2-
the Issuer maintained by the Registrar, upon surrender of the Series 1994 Bonds by the
registered owners ther@f together with proof of the payment of principal thereof.
ARTTCLE VI
DEFAULTS AND REMEDIES
Section 6.01 Events of Default. The following events shall each constitute an
"Event of Default" hereunder:
(A) Default shall be made in the payment of the principal of, Amortization
Installment, redemption premium or interest on any Bond when due.
(B) There shail occur the dissolution or liquidation of the Issuer, or the filing
by the Issuer of a voluntary petition in bankruptcy, or the commission by the Issuer of any act
of bankruptcy, or adjudication of the Issuer as a bankrupt, or assignment by the Issuer for the
benefit of its creditors, or appointment of a receiver for the Issuer, or the entry by the Issuer
into an agreement of composition with its creditors, or the approval by a court of competent
jurisdiction of a petition applicable to the Issuer in any proceeding for its reorganization
instituted under the provisions of the Federal Bankruptcy Act, as amended, or under any similar
act in any jurisdiction which may now be in effect or hereafter enacted.
(C) The Issuer shall default in the due and punctual performance of any other
of the covenants, conditions, agreements and provisions contained in the Bonds or in this
Resolution on the part of the Issuer to be performed, and such default shall continue for a period
of thirty (30) days after written notice of such default shall have been received from any Insurer
or the Holders of not less than twenty-five ff.rcent (25Vo) of the aggregate principal amount of
Bonds Outstanding or any Credit Bank. Notwithstanding the foregoing, the Issuer shall not be
deemed in default hereunder if such defauit can be cured within a reasonable period of time and
if the Issuer in good faith institutes curative action and ditigently pursues such action until the
default has been corrected.
Section 6.02 Remedies. Any Holder ofBonds issued under the provisions ofthis
Resolution or any trustee or receiver acting for such Bondholders may either at law or in equity,
by suit, action, mandamus or other proceedings in any court of competent jurisdiction, protect
and enforce any and all rights under the laws of the State, or granted and contained in this
Resoiution, and may enforce and compel the performance of all duties required by this
Resolution or by any applicable statutes to be performed by the Issuer or by any officer thereof.
The Holder or Holders of Bonds in an aggregate principal amount ofnot less than
twenty-five perceil (25%) of the Bonds then Outstanding may by a duly executed certiflcate in
writing appoint a trustee for Holders of Bonds issued pursuant to this Resolution with authority
to represent such Bondholders in any legal proceedings for the enforcement and protection of
48
the rights of such Bondholders and such certificate shall be executed by such Bondholders or
their duly authorized attorneys or representatives, and shall be filed in the office of the Clerk.
Notice of such appointment, together with evidence of the requisite signatures of the Holders of
not less than twenty-five percent (25Vo) n aggregate principal amount of Bonds Outstanding and
the trust instrument under which the trustee shall have agreed to serve shall be filed with the
Issuer and the trustee and notice of appointment shall be given to all Holders of Bonds in the
same manner as notices of redemption are given hereunder. After the appointment of the fust
trustee hereunder, no further trustees may be appointed; however, the Holders of a majority in
aggtegate principal amount of all the Bonds then Outstanding may remove the trustee initially
appointed and appoint a successor and subsequent successors at any time.
Section 6.03 Directions to Trustee as to Remedial Proceedings. The Holders of
a majority in principal amount of the Bonds then Outstanding (or any Insurer insuring, or any
Credit Bank providing a Credit Facility for, any then Outstanding Bonds) have the right, by an
instrument or concurrent instruments in writing executed and delivered to the trustee, to direct
the method and place of conducting all remedial proceedings to be taken by the trustee
hereunder, provided that such direction shall not be otherwise than in accordance with law or
the provisions hereof, and that the trustee shall have the right to decline to follow any such
direction which in the opinion of the trustee would be unjustly prejudicial to Holders of Bonds
not parties to such direction.
Section 6.04 Remedies Cumulative. No remedy herein conferred upon or
reserved to the Bondholders is intended to be exclusive of any other remedy or remedies, and
each and every such remedy shall be cumulative, and shall be in addition to every other remedy
given hereunder or now or hereafter existing at law or in equity or by statute.
Section 6.05 Waiver of Default. No delay or omission of any Bondholder to
exercise any right or power accruing upon any default shall impair any such right or power or
shall be construed to be a waiver of any such default, or an acquiescence therein; and every
power and remedy given by Section 6.02 of this Resolution to the Bondholders may be exercised
from time to time, and as often as may be deemed expedient'
Section 6.06 Aoolication of Moneys After Default. If an Event of Default shall
happen and shall not have been remedied, the Issuer or a trustee or receiver appointed for the
purpose shall apply ail Pledged Funds as follows and in the following order:
(A) To the payment of the reasonable and proper charges, expenses and liabilities
of the trustee or receiver, Registrar and Paying Agent hereunder; and
(B) To the payment of the interest and principal or Redemption Price, if
applicable, then due on the Bonds, as follows:
(l) Unless the principal of all the Bonds shall have become due and payable, all
such moneys shall be applied:
49
FIRST: to the payment to the Persons entitled thereto of all installments
of interest then due, in the order of the maturity of such installments, and, if the
amount available shall not be sufficient to pay in full any particular installment,
then to the payment ratably, according to the amounts due on such installment,
to the Persons entitled thereto, without any discrimination or preferenc€;
SECOND: to the payment to the Persons entitled thereto of the unpaid
principal of any of the Bonds which shall have become due at maturity or upon
mandatory redemption prior to maturity (other than Bonds called for redemption
for the payment of which moneys :rre held pursuant to the provisions of Section
8.01 of this Resolution), in the order of their due dates, with interest upon such
Bonds from the respective dates upon which they became due, and, if the amount
available shall not be sufficient to pay in full Bonds due on any particular date,
together with such interest, then to the payment first of such interest, ratably
according to the amount of such interest due on such date, and then to the
payment of such principal, ratably according to the amount of such principal due
on such date, to the Persons entitled thereto without any discrimination or
preference; and
THIRD: to the payment of the Redemption Price of any Bonds called for
optional redemption pursuant to the provisions of this Resolution.
(2) If the principat of all the Bonds shall have become due and payable, all such
moneys shall be applied to the payment of the principal and interest then due and unpaid upon
the Bonds, with interest thereon as aforesaid, without preference or priority of principal over
interest or of interest over principal, or of any installment of interest over any other installment
of interest, or of any Bond over any other Bond, ratably, according to the amounts due
respectively for principal and interest, to the Persons entitled thereto without any discrimination
or preference.
Section 6.07 Control bv In or Credit Ban pon the occurrence and
continuance of an Event of Default, each Insurer or Credit Bank, if such Insurer or Credit Bank
shall have honored all of its commitments under its Bond Insurance Policy or its Credit Facility,
as the case may be, shall be entitled to direct and control the enforcement of all rights and
remedies with respect to the Bonds it shall insure or for which such Credit Facility is provided.
ARTICLE VII
SUPPLEMENTAL RESOLUTIONS
Section 7.01 Supolemental Resolution Without Bondholders' Consent. The
Issuer, from time to time and at any time, may adopt such Supplemental Resolutions without the
consenr of the Bondholders (which Supplemental Resoiution shall thereafter form a part hereof)
for any of the following purposes:
k.u
50
(A) To cure any ambiguity or formal defect or omission or to correct any
inconsistent provisions in this Resolution or to clarify any matters or questions arising hereunder.
(B) To grant to or confer upon the Bondholders any additional rights, remedies,
powers, authority or security that may lawfully be granted to or conferred upon the Bondholders.
(C) To add to the conditions, limitations and restrictions on the issuance of
Bonds under the provisions of this Resolution other conditions, limitations and restrictions
thereafter to be observed.
@) To add to the covenants and agreements of the Issuer in this Resolution other
covenants and agreements thereafter to be observed by the Issuer or to surrender any right or
power herein reserved to or conferred upon the Issuer.
(E) To specify and determine at any time prior to the first delivery of any Series
of Bonds the matters and things referred to in Sections 2.01,2.02 or 2.09 hereof, and also any
other matters and things relative to such Bonds which are not contrary to or inconsistent with
this Resolution as theretofore in effect, or to amend, modify or rescind any such authorization,
specification or determination.
(F) To authorize Additional Projects or to change or modify the description of
the Initial Project or any Additional Project.
(G) To specify and determine matters necessary or desirable for the issuance of
Capital Appreciation Bonds or Variable Rate Bonds.
(H) To authorize Additional Bonds or Subordinated Indebtedness.
(I) To make any other change that, in the opinion of Bond Counsel, would not
materially adversely affect the security for the Bonds. In making such determination, Bond
Counsel shall not take into consideration any Bond Insurance Policy.
Except Supplemental Resolutions described in subsections (E), (F) and (H) of this
Section 7.01, no Supplemental Resolution adopted pursuant to this Article VII shall become
effective unless approved by every Insurer; and the Issuer covenants and agrees to furnish to
each Insurer an executed original transcript of the Issuer's proceedings with resp€ct to the
adoption of each Supplemental Resolution.
Section 7.02 Supplemental Resolution With Bondholders'. Insurer's and Credit
Bank's Consent.Subject to the terms and provisions contained in this Section 7.02 and Section
7.01 hereof, the Holder or Holders of not less than a majority in aggregate principal amount of
the Bonds then Outstanding shall have the right, from time to time, anything contained in this
Resolution to the contrary notwithstanding, to consent to and approve the adoption of such
Supplemental Resolution or Resolutions hereto as shall be deemed necessary or desirable by the
51
Issuer for the purpose of supplementing, modifying, altering, amending, adding to or rescinding,
in any particular, any of tlre terms or provisions contained in this Resolution; provided,
however, that if such modification or amendment will, by its terms, not take effect so long as
any Bonds of any specifred Series or maturity remain Outstrnding, the consent of the Holders
of such Bonds shall not be required and such Bonds shall not be deemed to be Outstanding for
the purpose of any calculation of Outstanding Bonds under this Section 7 .02. Any Supplemental
Resolution which is adopted in accordance with the provisions of this Section 7.02 shall also
require the written consent of the Insurer of, or any Credit Bank providing a Credit Facility for,
any Bonds which are Outstanding at the time such Supplemental Resolution shall take effect.
No Supplemental Resolution may be approved or adopted which shall permit or require (A) an
extension of the maturity of the principal of or the payment of the interest on any Bond issued
hereunder, @) reduction in the principal amount of any Bond or the Redemption Price or the
rate of interest thereon, (C) the creation of a lien upon or a pledge of the Pledged Funds other
than the lien and pledge created by this Resolution which adversely affects any Bondholders, @)
a preference or priority of any Bond or Bonds over any other Bond or Bonds, or @) a reduction
in the aggregate principai amount of the Bonds required for consent to such Supplemental
Resolution. Nothing herein contained, however, shall be construed as making necessary the
approval by Bondholders, the Insurer or the Credit Bank of the adoption of any Supplemental
Resolution as authorized in Section 7.01 hereof.
Ifat any time the Issuer shall determine that it is necessary or desirable to adopt
any Supplemental Resolution pursuant to this Section 7.02, the Clerk shall cause the Registrar
to give notice of the proposed adoption of such Supplemental Resolution and the form of consent
to such adoption to be mailed, postage prepaid, to all Bondholders at theil addresses as they
appear on the registration books and to all lnsurers of, and Credit Banks providing a Credit
Facility for, Bonds Outstanding. Such notice shall briefly set forth the nature of the proposed
Supplemental Resolution and shall state that copies thereof are on file at the ofhces of the Clerk
and the Registrar for inspection by all Bondholders. The Issuer shall not, however, be subject
to any liability to any Bondholder by reason of its failure to cause the notice required by this
Section 7.02 to be mailed and any such failure shall not affect the validity of such Supplemental
Resolution when consented to and approved as provided in this Section 7.02.
Whenever the Issuer shall deliver to the Clerk an instrument or instruments in
writing purporting to be executed by the Holders of not less than a majority in aggregate
principai amount of the Bonds then Outstanding, which instrument or instruments shall refer to
the proposed Supplemental Resolution described in such notice and shall specifically consent to
and approve the adoption thereof in substantially the form of the copy thereof referred to in such
notice, thereupon, but not otherwise, the Issuer may adopt such Supplemental Resolution in
substantially such form, without liability or responsibility to any Holder of any Bond, whether
or not such Holder shall have consented thereto.
If the Holders of not less than a majority in aggregate principal amount of the
Bonds Outstanding at the time of the adoption of such Supplemental Resolution shall have
consented to and approved the adoption thereof as herein provided, no Holder of any Bond shall
52
have any right to object to the adoption of such Supplemental Resolution, or to object to any of
the terms and provisions contained therein or the operation thereof, or in any manner to question
the propriety of the adoption thereof, or to enjoin or restrain the Issuer from adopting the same
or from taking any action pursuant to the provisions thereof.
Upon the adoption of any Supplemental Resolution pursuant to the provisions of
this Section 7.02, this Resolution shall be deemed to be modified and amended in accordance
therewith, and the respective rights, duties and obligations under this Resolution of the Issuer
and all Holders ofBonds then Outstanding shall thereafter be determined, exercised and enforced
in all respects under the provisions of this Resolution as so modified and amended.
Section 7.03 Amendment with Consent of Insurer and/or Credit Bank Only. If
all of the Bonds Outstanding hereunder are insured or secured as to payment of principal and
interest by an Insurer or Insurers and/or by a Credit Facility provided by a Credit Bank or
Credit Banks, and the Insurer or Insurers and/or the Credit Bank or Credit Banks, as applicable,
are not in default, and the Bonds, at the time of the hereinafter described amendment, shall be
mted by the rating agencies which shall have rated the Bonds at the time such Bonds were
insured or such Credit Facility was provided no lower than the ratings assigned thereto by such
rating agencies on the date such Bonds were insured or such Credit Facility was provided, the
Issuer may enact one or more Supplemental Resolutions amending all or any part of Articles I,
IV, V and VI hereof with the written consent of said Insurer or Insurers and/or said Credit Bank
or Credit Banks, as applicable, and the acknowledgment by said Insurer or Insurers and/or said
Credit Bank or Credit Banls that its Bond Insurance Policy or its Credit Facility, as the case
may be, will remain in full force and effect. The consent of the Holders of any Bonds shall not
be necessary. The foregoing right of amendment, however, does not apply to any amendment
to Section 5. I I hereof with respect to the exclusion, if applicable, of interest on said Bonds from
the gross income of the Holders thereof for federal income tax purposes nor may any such
amendment deprive the Holders of any Bond of right to payment of the Bonds from, and their
lien on, the Pledged Funds and any additional security pledged hereunder. Upon filing with the
Clerk of evidence of such consent of the Insurer or Insurers and/or the Credit Bank or Credit
Banks as aforesaid, the Issuer may adopt such Supplemental Resolution. After the adoption by
the Issuer of such Supplemental Resolution, notice thereof shall be mailed in the same manner
as notice of an amendment under Section 7.02 herqf .
ARTICLE VIII
MISCELLANEOUS
Section 8.01 Defeasance. If the Issuer shall pay or cause to be paid or there
shall otherwise be paid to the Holders of all Bonds the principal or Redemption Price, if
applicable, and interest due or to become due thereon, at the times and in the manner stipulated
therein and in this Resolution, then the pledge of the Pledged Funds and any additional security
pledged hereunder, and all covenants, agreements and other obligations of the Issuer to the
Bondholders, shall thereupon cease, terminate and become void and be discharged and satisfied.
53
In such event, the Paying Agents shall pay over or deliver to the Issuer all money or securities
held by them pursuani to this Resolution which are not required for the payment or redemption
of Bonds not theretofore surrendered for such payment or redemption.
Any Bonds or interest installments appertaining thereto, whether at or prior to the
maturity or redemption date of such Bonds, shall be deemed to have been paid within the
meaning of this Section 8.01 if (A) in case any such Bonds ale to be redeemed prior to the
maturity thereof, there shall have been taken all action necessary to call such Bonds for
redemption and notice of such redemption shall have been duly given or provision- shall have
been made for the giving of such notice, and (B) there shall have been deposited in irrevocable
trust with a banking institution or trust company by or on behalf of the Issuer either moneys in
an amount which shall be sufficient, or Securities the principal ofand the interest on which when
due will provide moneys which, together with the moneys, if any, deposited with such bank or
trust company at the same time shall be sufficient, to pay the principal of or Redemption Price,
if applica6le, and interest due and to become due on said Bonds on and prior to the redemption
date or maturity date thereof, as the case may be. Neither the Securities nor any moneys so
deposited with such bank or trust company nor any moneys received by such bank or trust
company on account of principal of o; Redemption Price, if applicable, or interest on said
Securitlis shall be withdrawn or used for any purpose other than, and all such moneys shall be
held in trust for and be applied to, the payment, when due, of the principal of or Redemption
Price, if applicable, of thi Bonds for the payment or redemption of which they were deposited
and the inierest accruing thereon to the date of maturity or redemption thereof; provided,
however, the Issuer may substitute new Securities and moneys for the deposited Securities and
moneys if the new Securities and moneys are sufficient to pay the principal of or Redemption
Price, if applicable, and interest on such Bonds.
For purposes of determining whether Variable Rate Bonds shall be deemed to have
been paid prior to the maturity or the redemption date thereof, as the case may be, by the
deposit of moneys, or specified Securities and moneys, if any, in accordance with this Section
4.0t, fie intereit to come due on such Variable Rate Bonds on or prior to the maturity or
redemption date thereof, as the case may be, shall be calculated at the Maximum Interest Rate;
provided, however, that if on any date, as a result of such Variable Rate Bonds having borne
interest at less than the Maximum Interest Rate for any period, the total amount of moneys and
specifred Securities on deposit for the payment of interest on such Variable Rat€ Bonds is in
excess of the total amount which would have been required to be deposited on such date in
respect of such Variable Rate Bonds in order to satisfy this Section 8.01, such excess shall be
paid to ttre Issuer free and clear of any trust, lien, pledge or assignment securing the Bonds or
otherwise existing under this Resolution.
In the event the Bonds for which moneys are to be deposited for the payment
thereof in accordance with this Section 8.01 are not by their terms subje.t to redemption within
the next succeeding sixty (60) days, the Issuer shall cause the Registrar to mail a notice to the
Holders of such Bonds that the deposit required by this Section 8.01 of moneys or Securities has
been made and said Bonds are deemed to be paid in accordance with the provisions of this
54
Section 8.01 and stating such maturity or redemption date upon which moneys are to be
available for the payment of the principal of or Redemption Price, if applicable, and interest on
said Bonds.
Nothing herein shall be deemed to require the Issuer to call any of the Outstanding
Bonds for redemption prior to maturity pursuant to any applicable optional redemption
provisions, or to impair the discretion of the Issuer in determining whether to exercise any such
option for early redemption.
In the event that the principal of or Redemption Price, if applicable, and interest
due on the Bonds or any portion thereof shall be paid by an Insurer or Insurers or a Credit Bank
or Credit Banks, such Bonds or any portion thereof shall remain Outstanding, shall not be
defeased and shall not be considered paid by the Issuer, and the pledge of the Pledged Funds and
any additional s€curity pledged hereunder, and all covenants, agreements and other obligations
of the Issuer to the Bondholders shall continue to exist and such Insurer or Insurers or such
Credit Bank or Credit Banks shall be subrogated to the rights of such Bondholders.
Section 8.02 Capital Aooreciation Bonds. For the purposes of (A) receiving
payment of the Redemption Price if a Capital Appreciation Bond is redeemed prior to maturity,
or (B) receiving payment of a Capital Appreciation Bond if the principal of all Bonds becomes
due and payable under the provisions of this Resolution, or (C) computing the amount of Bonds
held by the Holder of a Capital Appreciation Bond in giving to the Issuer or any trustee or
receiver appointed to represent the Bondholders any notice, consent, request or demand pursuant
to this Resolution for any purpose whatsoever, the principal amount of a Capital Appreciation
Bond shall be deemed to be its Accreted Value. For the purpose of determining the aggregate
principal amount of Capital Appreciation Bonds which may be issued hereunder, only the
aggre9ato principal amount of such Bonds at their initial offering shall be counted, without
regard to the aggregated Accreted Value or face amount of such Bonds which shall be payable
at their respective maturities.
Section 8.03 General Authority. The members of the Goveming Body and the
Issuer's officers, attomeys and other agents and employees are hereby authorized to do all acts
and things required of them by this Resolution or desirable or consistent with the requirements
hereof for the full, punctual and complete performance of all of the terms, covenants and
agreements contained in the Bonds and this Resolution, and they are hereby authorized to
execute and deliver all documents which shall be required by Bond Counsel or the initial
purchasers of the Bonds to effectuate the sale of the Bonds to said initial purchasers.
Section 8.04 No Personal Liability. No representation, statement, covenant,
warranty, stipulation, obligation or agreement herein contained, or contained in the Bonds, or
in any certificate or other instrument to be executed on behalf of the Issuer in connection with
the issuance of the Bonds, shall be deemed to be a representation, statement, covenant,
warranty, stipulation, obligation or agreement of any member of the Governing Body, officer,
employee or agent of the Issuer in his or her individual capacity, and none of the foregoing
55
persons nor any officer of the Issuer executing the Bonds, or any certificate or other instrument
to be executed in connection with the issuance of the Bonds, shall be liable personally thereon
or be subject to any personal liability or accountability by reason of the execution or delivery
thereof.
Section 8.05 No Third Party Beneficiaries. Except such other Persons as may
be expressly described herein or in the Bonds, nothing in this Resolution, or in the Bonds,
er,p."ised or implied, is intended or shall be construed to confer upon any Person other than the
Issuer and the Holders any right, remedy or claim, legal or equitable, under and by reason of
this Resolution or any provision hereof, or of the Bonds, all provisions hereof and thereof being
intended to be and being for the sole and exclusive benefit of the Issuer and the Persons who
shall from time to time be the Holders.
Section 8.06 Sale of Bonds. The Bonds shall be issued and sold at public or
private sale at one time or in installments from time to time and at such price or prices as shall
Le consistent with the provisions of the Act, the requirements of this Resolution and other
applicable provisions of 1aw.
Section 8.07 Severability of Invalid Provisions. If any one or more of the
covenants, agreements or provisions of this Resolution shall be held contrary to any expless
provision oflaw or contrary to the policy of express law, though not expressly Plohibited, or
igainst public policy, or shall for any reason whatsoever be held invalid, then such covenants'
u!..rr"ntt oi provisions shall be null and void and shall be deemed separable from the
r"ruining cove;ants, agr@ments and provisions of this Resolution and shall in no way affect
the validity of any of the other covenants, agreements or provisions hereof or of the Bonds
issued hereunder.
Section 8.08 Repeal oflnconsistent Resolutions. All resolutions or parts thereof
in conflict herewith ale hereby superseded and repealed to the extent of such conflict.
Section 8.09 n The Table of
Contents preceding the body of this Resolution and the headings preceding the several articles
56
and sections hereof shall be solely for convenience of reference and shall not constitute a part
of this Resolution or affect its meaning, construction or effect.
Section 8. l0 Effective Date. This Resolution shall take effect immediately upon
its adoption.
PASSED, APPROVED AND ADOPTED this eighth day of February, 1994.
4trrrr--
Mayor-Commissioner
(OFFICIAL SEAL)
ATTEST:Approved as to Form and Correctness:
t - l.
2/r. /z ,,/2t,."
' Crty, Ardtlo. -d Ct"rk -hJ ( dil,-..--
City Attomey
I, Wanda Mullikin, City Auditor and Clerk of the City of Dania, Florida, hereby
certify that the foregoing is a true and correct copy of Resolution No. 1 3 -94 of said City passed
and adopted on February 8, 1994.
IN WTINESS WHEREOF, I have hereunto set my hand and affixed the official
corporate seal of said City this eighth day of February, 1994.
City Auditor and Clerk
(OFFICIAL SEAL)
\DoCS\DANlAg,a.STX\aONORES2 lO2lO3/94 3:3l rh
10742n21 IJAX OalJMMrtl
57
RESOLUTION 13-94
Aut^; \I
EXHIBIT A
Bond Insurance Policy Commitment
Commitment for Municipal Bond Insurance
Ir.ucri CITY OF DAI{6 nI)RIDA
AMEAC lDd.rrit, CotDor io!
do CT C.rEc br Sfnor
22, Wrt W.ltlrtbo AvrEu!
MrdiE , Wb.o!.i! StAl
AdrL!tsrdvo O{ttcrr
Or. Sa.t Strr.a Plur
Notl Yort' Nc* Yorl ll)001
Co,nlnifiront NuflDc!:
Drl6 of CorDmitmcd:
Eryiralion Drtor
99r'
FrDfllrr, 2, 1994
Mcy 3, 1991
Bondr: t3,37o,(m shr.r Trx Rsvnu. Bond., Soric 1e1r4, d.t.d ll#ffifr:"lffi*'#Tfrrllxx:bru.ry t, !994, rEdurir{ on Oclober t h thr ytlrt 1t}6 (l\rbody'r hr6On Sarvlcc laa Sfandrrn &
rhrouth 2o2J, borh incluriw. lborl CorFnfbr arrara nf,ratc arlirt fErrrti.l .rt Fy.blc di.lctt b th.{.)
All{BAC Indmnity Corporam (AMDAC) A lYiscousin Stock Insurance
Company
hcrtby commirr o iluc r MuniliFl Bond Iiuunncc Policy (6o 'Policy') ELdrU to $a.bovldc.ctibGd delt obligrionr
(rbc '8oi.t'), aut b irly h $. fortn irylitEd in tbir Corrudbront, rubi.t !o tlrc tcrma rnd corditioru contrilad h€r€i!
or rdd.d h.r& (tc corditiou tc, foii oo p.3c 2 rld folbwiu),
To tcep rhil Conmitnia in rftd rn . d!! rtpU ion drt! laa forltr rbove, r rquar! (or ruvd Eu.t b. rubrnlt d to
AM8AC prirr ro tuch r*plr.rlon .n!. AMIAC r!.w- tbo .i8lr b to6!. u,bo0y gr is Fn to t'rd . twwrl
'Itc Muldd Eold lrroncc h5cy rlrtr bt hrri I tf,c bllovrbg coodlltor lr! t titLdl
'ItG docuroGot! to bc croud uld doliilld ir combo widr |to iuuaGc md ttk of 66 Boodr rD.U no( oontri!
r,ly u,ltne or mirlcadial rurrrcd of r rurlcrirl hc+ rnd rhdl not fiil to dcc r mrGrLl flat nccc$rry h odcr b
nulc ito irlorDrtioo oonukr.d &ottir not airh.diq.
No avtot rhdl os;rrr rhid ryouH p.nr{r .oLtrEbarr ol th! Bo'|dr, othBwiro Equircd, noa to b. tlquirEd t!
purbh& lh. 8ond. oD tbc drtc rchduled for th. ilo.ttca rad .Llivaty tltcnot
Tlpt rhrll bc tD ruid ct!r8. i! or affaotq lla aord, (irt \dint, withod lirdbrion, th. ..cll.[y fot tb. Bo.d.)
ot d* furnoiq docorsrt ur tho offpirl anrld (or uy riuilrr direloerr! doourn a0 !o bG Gracuat ard
dolivocd io wrrrccticn wih thE b.lllm rad r.lc of rt3 Dondr fion tte docrb(lo lhcrEol hclloforp pIoYUld
t6 .lIlB C,
Th! Eo& firU.oluifl oo rcftrtr !0 AI{BAC.6. Policy or 0u muni{grl bond inrunnc. c\rid.'lc d tbacby
Grc?(.t E , b. rpprqv.d b, AMBAC.
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5. AMBAC rndl bs prcYid€d llith
(e) Exccutcd copior ol rU 6!.rBir8 do.uore.rtr, fhe of6pi|l drtlincrt (o! rny riEilar di.aloluro doou6. ) &d
tto vrr'rou: l+grl ognrioa. dclivrrql h coirEcriolt lrirh tbo iaruartc. rnd r.l! oftbc Boadr, incliin8, f,,idoua
limiLrioo, O6 unqurlifcd rp?rcvhg opinioo of bord cou[rcl rEndarad by r lrt, lkm rcrq*rblo to AMEAC,
Tho fomr of Eood caurEl'r ryprlving opidoo shr[ rlro irdlca&, t( rpplitabb, thrt ttl' Eondr Er! Grcrnpt
from fod6r.1 inooElg t r.tbn, 6.! Ol9 i8s€[ mgr& eomtly wili acrui, aovc fl& u[d€, rnd puru.m t8 0I!
rGt trx hw r'Id thd rh. itrud h., tlt€ lcSri powr to comply wlll |gch eovHunB. Suab opinbn of bord
coonr+l rh*ll br rddrorr.d !o AMBAC or, ln llt{ $€rEotr r t(*af lbau be PrcYxtod to AMBAC to lh. EfEC
thrt AMB,.!C Ely rely o! ruoh ofllio! rr lf it wlt rddffitC ro AlilDAC,
(b) A Lrar fton bold counaa{ or co$nrcl t6 tb. plrot rc. or oth.$vnc tom rnolhcr po[lon rcc{ptrbb b
AMIAC !o rii sftscr rhrt [lc rlfl8ht do(lrouaE, th! qf[cirl aEnEn (or 3$y rirDrlrr
dirolosurD docum.{ia) rrd thc v$iour I,'EII ophbnr .xecutld lsd deliYcrt.d in coon€{tion tvlh the
i'luarEE ud mlc of lbc Eordr aro rothurirly in rtc forrut thrtaoforc t$mlaEd to AMBAC for
rwiaw, lrith orty lllf,i r,ocqdmcota, ,lrodifcrtioa! ga dEl*ifl! Is r{,proysd by AMBAC.
(c) A caniftd or cl,hk''r chccx br or ovidento of wirc tnar&r of rn *tnoud oqrrl to 0r inru.acc prniun
* [}G rim€ of lhp irfl&rca rad d€livEry of UE Bonda. tf tllo lmou of pft{niud srocod! $100,000 m'
prymEfli murt tG nud. by fcd.rl f,r,dr wirc tnnafra.
Unllrr srprc$ly rrlrlvGd itr vnoE of in p{i by AMBAC, lho flllulcing documcoB rnd tho OffrJill Sttlm{lt .bdl
c.r*ri! (rl rbc tE ru ud pmvilio0! pfovidrd in lh! AMBAo lodlllrlily STAND,{RD PACKAOE tfinrni{ed
hcnc$'Ih.I!d (b) ldy r*litionrt o..l cr writt6! f'rovirioo. or comocnb rubmitcd by AMBAC,
A}lgAC rhll neaivo r eqp, of.nI inlurlLcc polisy, .uriay bolrd, tuarnty or indffirniEortion or ary othtr polhy,
ofitr8rr or rgEfiG.rt rtioh providcr for p.y!l!* of rll or rny pofiio[ of t[c dcbl, lhG coru ofcaond{ocliol' $c
lor.r of bueioe:l incoroc qr ilr rsy w.y tlcrttt, gullF?t oi etfittirel tho ircotr ttltlfl rntlglplcd to pay th! boadr.
An, proviniom or rBluiJnmqtr of ahG PurEt !o Cotrfrca o, Bond furchrra fufEm.at r?f€ltnglu AMBAC rNtr
bo !ct[ b tllc rna*ioo ot rrdrE Fqrdi mt tet t[.r fivc (t budrHt dryr prbt to ctoeiry. Il suc$ pmvbio or
Ilqgirs,rerts rt? noi rcceiyrd *![ia Uar !irn€, aoopllnc€ rDa, lot bs Po..&b.
Rovi:* and rFrovel by AI!|EAC { lcst , &yt ptior to olorhg of tlrc Ercow furccoe{rt Sr tho &fcrruct of
tlrr rppliebE Boodr (thc 'Prior Eondr).
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11. REcript of ltl opinioD of coulrd rcaqarDE ro AMEAC drrt ltrG P!a! Boodl h!r,/G b€€{, lqrUy defc.rcd'
L2 n acip( ofrn cpinbo ofoqnrcl rpccpteblc r AMBAC wi6 rtgrd lo thc vrlidilv ard colorrebility of6o Erom*
A$lrBrd.
ll. AMEAC r€quir€i rn Arrditioul iolldr Trlt o( r.50x MAD!i
Officcr
A! b.c 5 dry. pfiof to cloting, AlrlEAC surt rE aivc c.rti6c.riq[ by en rcoounring frnn rccefrhblu to AITBAC
rhet thc eurilicr invclcd erl !'itE irrr ro pry tto Prior Bodr, Upor EcciF of thi! .ornmirned Alt{8AC rhould
be norl[ed shkh [m vtl bc ltoyldb8 rhc ccnificadon,
For6 ,CMBI (l2l89)Prt. 2 of2