HomeMy WebLinkAboutR-92-08CITY OF SEBASTIANt FLORIDA
GOLF COURSE REVENUE BOND RESOLUTION NO. R-92-08
ADOPTED FEBRUARY 12~ 1992
TABLE OF CONTENTS
PAGE
ARTICLE I
GENERAL
SECTION 1.01.
SECTION 1.02.
SECTION 1.03.
SECTION 1.04.
SECTION 1.05.
DEFINITIONS ...............
AUTHORITY FOR RESOLUTION .........
RESOLUTION TO CONSTITUTE CONTRACT .....
FINDINGS ..................
AUTHORIZATION OF INITIAL PROJECT ......
1
14
14
14
15
ARTICLE II
AUTHORIZATION, TERMS, EXECUTION AND
REGISTRATION OF BONDS
SECTION 2.01.
SECTION 2.02.
SECTION 2.03.
SECTION 2.04.
SECTION 2.05..
SECTION 2.06.
SECTION 2.07.
SECTION 2.08.
SECTION 2.09.
SECTION 2.10.
AUTHORIZATION OF BONDS ....... 16
AUTHORIZATION AND DESCRIPTION OF SERIES 1992
16
BONDS ..................
APPLICATION OF SERIES 1992 BOND PROCEEDS. . . 17
EXECUTION OF BONDS .......... 18
AUTHENTICATION ........... 19
TEMPORARY BONDS ......... 19
BONDS MUTILATED, DESTROYED, STOLEN OR LOST. . 19
EXCHANGE AND TRANSFER ............. 20
COUPON BONDS ............... 21
FORM OF BONDS ......... 22
ARTICLE III
REDEMPTION OF BONDS
SECTION 3.01.
SECTION 3.02.
SECTION 3.03.
SECTION 3.04.
SECTION 3.05.
PRIVILEGE OF REDEMPTION ........
SELECTION OF BONDS TO BE REDEEMED ......
NOTICE OF REDEMPTION ........
REDEMPTION OF PORTIONS OF BONDS. · ·
PAYMENT OF REDEEMED BONDS ....
30
30
30
31
31
ARTICLE IV
SECURITY, SPECIAL FUNDS AND
APPLICATION THEREOF
SECTION 4.01.
SECTION 4.02.
SECTION 4.03.
SECTION 4.04.
SECTION 4.05.
SECTION 4.06.
SECTION 4.07.
SECTION 4.08.
SECTION 4.09.
BONDS NOT TO BE INDEBTEDNESS OF ISSUER .... 32
SECURITY FOR BONDS ............ 32
. 32
CONSTRUCTION ACCOUNT ...........
ACCOUNTS '
CREATION OF ......... 34
DISPOSITION OF REVENUES ........... 35
REBATE ACCOUNT ............ 44
INVESTMENTS .................. 45
SEPARATE ACCOUNTS ............ 46
RELEASE OF ELECTRIC FRANCHISE FEES ...... 46
ARTICLE V
COVENANTS
SECTION 5.01.
SECTION 5.02.
SECTION 5.03.
SECTION 5.04
SECTION 5.05.
SECTION 5.06.
SECTION 5.07.
SECTION 5.08.~
SECTION 5.09.
SECTION 5.10.
SECTION 5.11.
SECTION 5.12.
SECTION 5.13.
SECTION 5.14.
SECTION 5.15.
SECTION 5.16.
GENERAL .................. 47
OPERATION AND MAINTENANCE .......... 47
ANNUAL BUDGET ........... 47
RATES ................. 47
BOOKS AND RECORDS ....... 48
ANNUAL AUDIT .............. 48
NO MORTGAGE OR SALE OF THE ~ACILITIES ..... 48
INSURANCE ................ 49
NO FREE SERVICE ................ 50
NO IMPAIRMENT OF RIGHTS ......... 50
ENFORCEMENT OF CHARGES ......... 50
COVENANTS WITH CREDIT BANKS AND INSURERS. . . 50
GOLF COURSE CONSULTANTS ....... 51
MANAGER OF FACILITIES .......... 51
FEDERAL INCOME TAXATION COVENANTS .... 51
PAYMENTS UNDER THE SERIES 1992 BOND INSURANCE
POLICY ........... 52
ARTICLE VI
SUBORDINATED INDEBTEDNESS AND
ADDITIONAL BONDS
SECTION 6.01.
SECTION 6.02.
SECTION 6.03.
SECTION 6.04.
SUBORDINATED INDEBTEDNESS. · · ~ ....
iSSUANCE OF ADDITIONAL BONDS ......
BOND ANTICIPATION NOTES ........
ACCESSION OF SUBORDINATED INDEBTEDNESS TO
PARITY STATUS WITH BONDS .........
ii
55
55
58
59
SECTION 7.01.
SECTION 7.02.
SECTION 7.03.
SECTION 7.04.
SECTION 7.05.
SECTION 7.06.
SECTION 7.07.
ARTICLE VII
DEFAULTS AND REMEDIES
60
EVENTS OF DEFAULT .............
REMEDIES ................. 60
DIRECTIONS TO TRUSTEE AS TO REMEDIAL
61
PROCEEDINGS .................
REMEDIES CUMULATIVE ........... 61
WAIVER OF DEFAULT .............. 61
APPLICATION OF MONEYS AFTER DEFAULT .... 62
CONTROL BY INSURER ............ 63
ARTICLE VIII
SUPPLEMENTAL RESOLUTIONS
SECTION 8.01.
SECTION 8.02.
SECTION 8.03.
SECTION 8.04.
SUPPLEMENTAL RESOLUTION WITHOUT BONDHOLDERS'
CONSENT .......... 64
SUPPLEMENTAL RESOLUTION WITH BONDHOLDERS' AND
INSURER'S CONSENT ........... 65
AMENDMENT WITH CONSENT OF INSURER ONLY .... 66
TRANSCRIPT OF DOCUMENTS TO INSURERS .... 67
ARTICLE IX
MISCELLANEOUS
SECTION 9.01.
SECTION 9.02.
SECTION 9.03.
SECTION 9.04.
SECTION 9.05.
SECTION 9.06.
DEFEASANCE ............... 68
CAPITAL APPRECIATION BONDS ........ 69
SALE OF BONDS .......... 70
SEVERABILITY OF INVALID PROVISIONS .... 70
VALIDATION AUTHORIZED ......... 70
EFFECTIVE DATE .......... 70
iii
RESOLUTION NO. R-92-08
A RESOLUTION AUTHORIZING THE ISSUANCE BY THE
CITY OF SEBASTIAN, FLORIDA OF NOT EXCEEDING
$2,245,000 IN AGGREGATE PRINCIPAL AMOUNT OF
GOLF COURSE REVENUE REFUNDING BONDS, SERIES
1992, TO FINANCE THE COST OF REFUNDING CERTAIN
OUTSTANDING OBLIGATIONS OF THE CITY; PLEDGING
THE GROSS REVENUES OF THE GOLF FACILITIES AND
CERTAIN OTHER DESIGNATED REVENUES TO SECURE
PAYMENT OF THE PRINCIPAL OF AND INTEREST ON
SAID BONDS; PROVIDING FOR THE RIGHTS OF THE
HOLDERS OF SAID BONDS; AND PROVIDING FOR AN
EFFECTIVE DATE FOR THIS RESOLUTION.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CiTY OF SEBASTIAN,
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:
"Aooreted Value" shall mean, as of any date of computation
with respect to any Capital Appreciation Bond, an amount equal to
the principal amount of such Capital Appreciation Bond (the
principal 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 acceleration of the Capital
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 A¢creted Value accrues
during any semi-annual period in equal daily amounts on the basis
of a 360-day year.
"Act" shall mean Chapter 166, Florida Statutes, the City
Charter of the City of Sebastian and other applicable provisions
of law.
,,Additional Bonds" shall mean the obligations issued at any
time under the provisions of Section 6.02 hereof on a parity with
the Series 1992 Bonds.
,,Additional Project" shall mean any structure, property or
facility for public use which the Issuer from time to time may
determine to construct or acquire as part of the Facilities,
together with all equipment, structures and other facilities
necessary or appropriate in connection therewith which are financed
in whole or in part with the indebtedness secured by this
Resolution. This term is to be broadly construed as including any
lawful undertaking which will accrue to the benefit of the
Facilities, including joint ventures and acquisition of partial
interests or contractual rights, and including modification,
disposal or cancellation of a Project previously authorized, should
such modification, disposal or cancellation be permitted under this
Resolution.
"~mortization Installment" shall mean an amount designated as
such by Supplemental Resolution of the Issuer and established with
respect to the Term Bonds.
"Annual Audit" shall mean the annual audit prepared pursuant
to the requirements of Section 5.06 hereof.
"Annual Budget" shall mean the annual budget, balanced as to
revenues and expenses, prepared pursuant to the requirements of
Section 5.03 hereof.
,,Annual.Debt Service" shall mean, at any time, the aggregate
amount in the then current Fiscal Year of (1) interest required to
be paid on the Outstanding Bonds during such Fiscal Year, except
to the extent that such interest is to be paid from amounts in the
Payment Subaccount derived from Bond proceeds, (2) principal of
Outstanding Serial Bonds maturing in such Fiscal Year, (3) the
Amortization Installments herein designated with respect to such
Fiscal Year and (4) any amounts owed by the Issuer to the issuer
of such Reserve Subaccount Credit Instrument as a result of a draw
thereon or a claim thereunder; provided that in computing such
Annual Debt Service for any future period, any Variable Rate Bonds
shall be deemed to bear interest at all times to the maturity
thereof at a constant rate of interest equal to either the rate
borne by such Variable Rate Bonds on the date they were issued plus
one-half of the difference between such rate and the Maximum
Interest Rate or the actual rate of interest borne by such Variable
Rate Bonds on such date of calculation, whichever is higher. For
purposes of this definition, all amounts payable on a Capital
Appreciation Bond shall be considered a principal payment due in
the year it becomes due.
2
-&uthorized Investments" shall mean any of the following, if
and to the extent that the same are at the time legal for
investment of funds of the Issuer:
(A) Direct obligations of the United States of America and
securities fully and unconditionally guaranteed as to the timely
payment of principal and interest by the United States of America,
provided, that the full faith and credit of the United States of
America must be pledged to any such direct obligation or guarantee;
(B) direct obligations and fully guaranteed certificates of
beneficial interest of the Export-Import Bank of the United States;
senior debt obligations of the Federal Home Loan Banks; debentures
of the Federal Housing Administration; guaranteed mortgage-backed
bonds and guaranteed pass-through obligations of the Government
National Mortgage Corporations; guaranteed Title XI financing of
the U.S. Maritime Administration; mortgage backed securities and
senior debt obligations of the Federal National Mortgage
Association; participation certificates and senior debt obligations
of the Federal Home Loan Mortgage Corporation; and obligations of
the Resolution Funding Corporation;
(C) direct obligations of any state of the United States of
America or any subdivision or agency thereof whose unsecured
general obligation debt is rated "A3" or better by Moody's and "A-"
or better by Standard and Poor's, or any obligation fully and
unconditionally guaranteed by any state, subdivision or agency
whose unsecured general obligation debt is rated "A3" or better by
Moody's and "A-" or better by Standard and Poor's;
(D) commercial paper rated "Prime-l" by Moody's and "A-i" or
better by Standard and Poor's;
(E) obligations rated "A3" or better by Moody's and "A-" or
better by Standard and Poor's;
(F) deposits, Federal funds or bankers acceptances of any
domestic bank, including a branch office of a foreign bank which
branch office is located in the United States, provided legal
opinions are received to the effect that full and timely payment
of such deposit or similar obligation is enforceable against the
principal office or any branch of such bank, which:
(1) has an unsecured, uninsured and unguaranteed obligation
rated "Prime-l" or "A3" or better by Moody's and "A-i" or "A-" or
better by Standard and Poor's, or
(2) is the lead bank of a parent bank holding company with
an uninsured, unsecured and unguaranteed obligation meeting the
rating requirements in (1) above;
(G) deposits of any bank or savings and loan association
which has combined capital, surplus and undivided profits of not
less than $3 million, provided such deposits are fully insured by
the Bank Insurance Fund or the Savings Association Insurance Fund
administered by the Federal Deposit Insurance Corporation;
(H) investments in a money-market fund rated "Am" or "Am-G"
or better by Standard and Poor's;
(I) repurchase agreements with a term of one year or less
with any institution with debt rated "AA" or commercial paper rated
"A-i" (in each case by Standard and Poor's);
(J) repurchase agreements collateralized by obligations
described in paragraphs (A) or (B) with any registered
broker/dealer subject to the Securities Investors, Protection
Corporation jurisdiction or any commercial bank, if such
broker/dealer or bank has an uninsured, unsecured and unguaranteed
obligation rated "prime-l" or "A3" or better by Moody's and "A-i"
or "A-" or better by Standard and Poor's, provided:
(1) a master repurchase agreement or specific written,
repurchase agreement governs the transaction; and
(2) the securities are held free and clear of any lien by the
Issuer or an independent third party acting solely as agent for the
Issuer, and such third party is (i) a Federal Reserve Bank, (ii)
a bank which is a member of the Federal Deposit Insurance
Corporation and which has combined capital, surplus and undivided
profits of not less than $25 million, or (iii) a bank approved in
writing for such purpose by each Insurer of Outstanding Bonds, and
the Issuer shall have received written confirmation from such third
party that it holds such securities, free and clear of any lien,
as agent for the Issuer; and
(3) a perfected first security interest under the Uniform
Commercial Code, or book entry procedures prescribed at 31 C.F.R.
306.1 et seq. or 31 C.F.R. 350.0 et seq. in such securities is
created for the benefit of the Issuer; and
(4) the repurchase agreement has a term of thirty days or
less, or the Issuer will value the collateral securities no less
frequently than monthly and will liquidate the collateral
securities if any deficiency in the required collateral percentage
is not restored within two business days of such valuation; and
(5) the repurchase agreement matures at least ten days (or
other appropriate liquidation period) prior to a debt service
payment date, and
4
(6) the fair market value of the securities in relation to
the amount of the repurchase obligation, including principal and
interest, is equal to at least 100%; and
(K) investment agreements with a bank or insurance company
which has an unsecured, uninsured and unguaranteed obligation (or
claims-paying ability) rated "A3'' or better by Moody's and "A-"
or better by Standard and Poor's, or is the lead bank of a parent
bank holding company with an uninsured, unsecured and unguaranteed
obligation meeting such rating requirements, provided:
(1) interest is paid at least semi-annually at a fixed rate
during the entire term of the agreement, consistent with bond
payment dates;
(2) moneys invested thereunder may be withdrawn without any
penalty, premium, or charge upon not more than one day's notice
(provided such notice may be amended or canceled at any time prior
to the withdrawal date);
(3) the agreement is not subordinated
obligations of such insurance company or bank;
to any other
(4) the same guaranteed interest rate will be paid on any
future deposits made to restore the reserve to its required amount;
and
(5) the Issuer receives an opinion of counsel that such
agreement is an enforceable obligation of such insurance company
or bank; and.
(L) units of Participation in the Local 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 law as a legal depository of public moneys.
"Authorized Issuer officer" shall mean the City Manager or his
designee, or, when used in reference to any act or document, any
person authorized by resolution of the Issuer to perform such act
or sign such document.
"Bond Counsel" shall mean any attorney at law or firm of
attorneys, of nationally recognized standing in matters pertaining
to the federal tax exemption of interest on obligations issued by
states and political subdivisions, and duly admitted to practice
law before the highest court of any state of the United States of
America.
"Bond Insuranoe Policy" shall mean the municipal bond new
issue insurance policy or policies issued by an Insurer
guaranteeing the payment of the principal of and interest on any
portion of the Bonds.
5
"Bond Year" shall mean the period commencing on and ending on
the dates specified by Supplemental Resolution of the Issuer.
"Bondholder" or "Holder" or "holder" or any similar term, when
used with reference to a Bond or Bonds, shall mean any person who
shall be the registered owner of any Outstanding Bond or Bonds as
provided in the registration books of the Issuer.
"Bonds" shall mean the Series 1992 Bonds, together with any
Additional Bonds issued pursuant to this Resolution and any
Subordinated Indebtedness which accedes to the status of Bonds
pursuant to Section 6.04 hereof.
"Business Day" shall mean any day other than a Saturday,
Sunday or a day on which the Insurance Trustee is authorized by
law to remain closed.
"capital Appreciation Bonds" shall mean those Bonds so
designated by Supplemental Resolution of the Issuer, 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 are convertible to Bonds with interest
payable prior to maturity or redemption of such Bonds, such Bonds
shall be considered capital Appreciation Bonds only during the
period of time prior to such conversion.
"city" shall mean city of Sebastian, Florida, or any successor
thereto.
"Clerk" shall mean the Clerk of the City of Sebastian, Florida
and such other person as may be duly authorized to act on his or
her behalf.
"Code" shall mean the Internal Revenue Code of 1986, as
amended, and the regulations and rules thereunder in effect or
proposed.
,,Construction Account" shall mean the account 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 for 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
Facilities during the period of construction of such Project; (6)
engineering, legal and other consultant fees and expenses; (7)
costs and expenses of the financing, including audits, fees and
expenses of any Paying Agent, Registrar or depository; (8) amounts,
6
if any, required by this Resolution to be paid into the Payment
Subaccount upon the issuance of any Series of Bonds; (9) payments,
when due (whether at the maturitYof principal or the due date of
interest or upon redemption) on any indebtedness of the Issuer
(other than the Bonds) incurred for a Project for the Facilities;
(10) costs of machinery, equipment and supplies required by the
Issuer for the completion of such Project; and (11) any other costs
properly attributable to such construction or acquisition, as
determined by generally accepted accounting principles applicable
to golf courses and shall include reimbursement to the Issuer for
any such items of Cost heretofore paid by the Issuer. Any
Supplemental Resolution may provide for additional items to be
included in the aforesaid Costs.
"Credit Bank" shall mean as to any particular Series of Bonds,
the Person (other than an Insurer) providing a letter of credit,
a line of credit or another credit or liquidity enhancement
facility, as designated in the Supplemental Resolution providing
for the issuance of such Bonds.
"Credit Facility" shall mean as to any particular Series of
Bonds, a letter of credit, a line of credit or another credit or
legal liquidity enhancement facility (other than an insurance
policy issued by an Insurer), as approved in the Supplemental
Resolution providing for the issuance of such Bonds.
"Debt Service Account" shall mean the account established
pursuant to Section 4.04(C) hereof.
"Designated Revenues" shall mean, collectively, the Public
Service Taxes and Electric Franchise Fees.
"Electric Franchise Fees" shall mean the City's Annual
collections of Electric Franchise Fees received under a Franchise
Agreement between the City and Florida Power and Light Company
pursuant to Ordinance No. 0-82-3, adopted May 10, 1982, as such
ordinance may be amended or supplemented.
"Escrow Agent" shall mean the Escrow Agent at the time serving
under the Escrow Deposit Agreement.
"Escrow Deposit Agreement" shall mean the Escrow Deposit
Agreement, dated as of February 1, 1992, by and between the Issuer
and Barnett Banks Trust Company, N.A.
"Facilities" shall mean any and all golf course facilities
now owned and operated or hereafter owned and operated by the
Issuer, which Facilities shall also include any and all
improvements, extensions and additions thereto hereafter
constructed or acquired either from the proceeds of Bonds or from
any other sources, together with all property, real or personal,
tangible or intangible, now or hereafter owned or used in
connection therewith.
"Fiscal Year" shall 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.
"Franchise Agreement" shall mean ordinance No. 82-3 of the
City, granting an electric franchise to Florida Power & Light
Company, as the same may be extended, amended or supplemented from
time to time.
"Golf Course Consultant" shall mean the consultant of
recognized standing, fully qualified to provide services in the
area of golf course consultation, management and design, employed
by the City from time to time as required hereby.
"Governing Body" shall mean the city Council of the city of
Sebastian, Florida or its successor in function.
"~ross Revenues" shall mean all income and moneys received by
the Issuer from the rates, fees, rentals, charges and other income
to be made and collected by the issuer for the use of the services
and facilities to be provided by the Facilities, or otherwise
received by the Issuer or accruing to the Issuer in the management
and operation of the Facilities, calculated in accordance with
generally accepted accounting principles employed in the operation
of golf courses similar to the Facilities, including, without
limiting the generality of the foregoing, all earnings and income
derived from the investment of moneys under the provisions of this
Resolution which are deposited or credited to the Revenue Account
as herein provided.
"Initial Project" shall mean the acquisition and construction
of certain capital improvements to the Facilities, as described in
Exhibit A attached hereto.
"Insurance Trustee" shall mean the Insurance Trustee
designated by the insurer with respect to any Series of Bonds.
"Insurer" shall mean such Person as shall be in the business
of insuring or guaranteeing the payment of principal of and
interest on municipal securities and whose credit is such that, at
the time of any action or consent required or permitted by the
Insurer pursuant to the terms of this Resolution, all municipal
securities insured or guaranteed by it are then rated, because of
such insurance or guarantee, in one of the two most secure grades
by one of the two most widely nationally recognized rating agencies
which regularly rate the credit of municipal securities. With
respect to the Series 1992 Bonds, "Insurer" shall mean Municipal
Bond Investors Assurance Corporation.
"Interest Date" or "interest payment date" shall be such date
or dates as shall be provided by Supplemental Resolution of the
Issuer.
"Issuer" shall mean city of Sebastian, Florida, and also
includes any authority or other governmental entity to which may
hereafter be transferred some or all of the powers and
responsibilities of the Issuer with respect to the ownership,
financing, operation, enlargement, improvement and maintenance of
the Facilities.
-MaximumAnnual Debt Service" shall mean the largest aggregate
amount in any Fiscal Year, excluding all Fiscal Years which shall
have ended prior to the Fiscal Year in which the Maximum Annual
Debt Service shall at any time be computed, of the Annual Debt
Service.
"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 of the Issuer
delineating the details of such Bonds, that shall be the maximum
rate of interest such Bonds may at any particular time bear.
"Mayor" shall mean the Mayor of the city of Sebastian and such
other person as may be duly authorized to act on his or her behalf.
-Moody,s" shall mean Moody's Investors Service, and any
assigns and successors thereto.
"Net Revenues" shall mean Gross Revenues less Operating
Expenses.
"Operation and Maintenance ~ccount" shall mean the account
created pursuant to Section 4.04(B) hereof.
"Operating Expenses" shall mean the issuer's expenses for
operation, maintenance, repairs and replacements with respect to
the Facilities and shall include, without limiting the generality
of the foregoing, administration expenses, insurance and surety
bond premiums, the fees to the provider of a Reserve Subaccount
Insurance Policy or Reserve Subaccount Letter of Credit (but
excluding any expenses or reimbursement obligations for draws made
thereunder), legal and engineering expenses, ordinary and current
rentals of equipment or other property, refunds of moneys lawfully
due to others, payments to others for disposal of sewage or other
wastes, payments to pension, retirement, health and hospitalization
funds, and any other expenses required to be paid for or with
respect to proper operation or maintenance of the Facilities, all
to the extent properly attributable to the Facilities in accordance
with generally accepted accounting principles employed in the
operation of public utility systems similar to the Facilities, and
disbursements for the expenses, liabilities and compensation of any
9
Paying Agent or Registrar under this Resolution, but does not
include any costs or expenses in respect of original construction
or improvement other than expenditures necessary to prevent an
interruption or continuance of an interruption of Gross Revenues
or minor capital expenditures necessary for the proper and
economical operation or maintenance of the Facilities in accordance
with generally accepted accounting principles, or any provision for
interest, depreciation, depletion, amortization or similar charges.
,,Outstanding", when used with reference to Bonds and as of
any particular date, shall describe all Bonds theretofore and
thereupon being authenticated and delivered except, (1) any Bond
in lieu of which other Bond or Bonds have been issued under
agreement to replace lost, mutilated or destroyed Bonds, (2) any
Bond surrendered by the Holder thereof in exchange for other Bond
or Bonds under Sections 2.06 and 2.08 hereof, (3) Bonds deemed to
have been paid pursuant to Section 9.01 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 Bonds appointed
by or pursuant to this Resolution and its successor or assigns, and
any other Person which may at any time be substituted in its place
pursuant to this Resolution.
"Payment Subaccount" shall mean the separate subaccount in the
Debt Service Account established pursuant to Section 4.04(C)
hereof.
"Person', shall mean an individual, an estate, a corporation,
a partnership, an association, a joint stock company, a trust, any
unincorporated organization or governmental entity.
"Ple4ge~ Funds" shall mean (i) the Gross Revenues, (ii) until
released as provided herein, the Electric Franchise Fees, (iii) the
Public Service Taxes and (iv) until applied in accordance with the
provisions of this Resolution, all moneys, including investments
thereof, in the accounts and subaccounts established hereunder,
except (A) to the extent moneys therein shall be required to pay
the Operating Expenses of the Facilities in accordance with the
terms hereof, (B) to the extent moneys in each subaccount of the
Reserve Subaccount shall be pledged solely for the payment of the
Series of Bonds for which it was established in accordance with the
provisions hereof, (C) amounts in the Rebate Account, and (D)
amounts in the Surplus Reserve Account.
"Project" shall mean, collectively, the Initial Project and
any Additional project.
"Public Service Taxes" shall mean the Public Service Taxes
levied and collected at any time by the city upon the purchase of
electricity, metered or bottled gas, water service and telephone
10
service pursuant to the authority granted by Section 166.231,
Florida Statutes.
"Rebate Account" shall mean the Rebate Account established
pursuant to Section 4.04(E) hereof.
"Redemption Price" shall mean, with respect to any Bond or
portion thereof, the principal amount or portion thereof, plus the
applicable premium, if any, payable upon redemption thereof
pursuant to such Bond or this Resolution.
"Refunded Bonds" shall mean the Issuer's Golf Course Revenue
Bonds, Series 1985.
"Refunded Resolution" shall mean Resolution No. R-85-44,
adopted by the Issuer on August 7, 1985, as amended and
supplemented, providing for the issuance of the Refunded Bonds.
"Refunding Securities" shall mean direct non-callable
obligations of the United States of America and securities fully
and unconditionally guaranteed as to the timely payment of
principal and interest by the United States of America to which
direct obligation or guarantee the full faith and credit of the
United States of America has been pledged, Refcorp interest strips,
CATS, TIGRS, STRPS, or defeased municipal bonds rated AAA by
Standard and Poor's or Aaa by Moody's.
"Registrar" shall mean any registrar for the Bonds appointed
by or pursuant to this Resolution and its successors and assigns,
and any other Person which may at any time be substituted in its
place pursuant to this Resolution.
"Renewal and Replacement Account" shall mean the account
created pursuant to Section 4.04(D) hereof.
"Renewal and Replacement Account Requirement" shall mean, on
the date of calculation, an amount of money equal to 5 percent of
the Gross Revenues received by the Issuer in the immediately
preceding Fiscal Year, or such other amount as may be certified to
the Issuer by the Golf Course Consultant as an amount appropriate
for the purposes of this Resolution.
"Reserve Subaccount" shall mean the separate subaccount in the
Debt Service Account established pursuant to Section 4.04(C)
hereof.
"Reserve Subaccount Credit Instrument" shall mean a Reserve
Subaccount Insurance Policy or a Reserve Subaccount Letter of
Credit.
11
"Reserve Subaccount Insurance Policy" shall mean the insurance
policy placed in the Reserve Subaccount in lieu of or in partial
substitution for cash therein pursuant to Section 4.05(B)(3).
"Reserve Subaccount Letter of Credit" shall mean an
unconditional irrevocable commercial letter of credit issued by any
bank or national banking association, insurance company or other
financial institution to the Paying Agent and then placed in the
appropriate subaccount of the Reserve Subaccount in lieu of or in
partial substitution for cash therein pursuant to Section
4.05(B) (3) hereof.
"Reserve Subaccount Requirement" shall mean, as of any date
of calculation for a particular subaccount of the Reserve
Subaccount, an amount equal to the lesser of (1) Maximum Annual
Debt Service for all Outstanding Bonds which are secured by such
subaccount, (2) 125 percent of the average annual debt service for
all Outstanding Bonds which are secured by such subaccount, or (3)
10 percent of the original proceeds of Outstanding Bonds which are
secured by such subaccount. In computing the Reserve Subaccount
Requirement in respect of any subaccount of the Reserve Subaccount
which secures Bonds that constitute Variable Rate Bonds, such
Variable Rate Bonds shall be deemed to bear interest at all times
to the maturity thereof at a constant rate of interest equal to
either the rate borne by such Variable Rate Bonds on the date they
were issued plus one-half of the difference between such rate and
the Maximum Interest Rate or the actual rate of interest borne by
such Variable Rate Bonds on such date of calculation, whichever is
higher. In computing the Reserve Subaccount Requirement in
accordance with clause (3) of this definition in respect of any
Capital Appreciation Bonds, the principal amount of such Bonds
shall be the Accreted Value thereof, not the original principal
amount.
"Resolution" shall mean this Resolution, as the same may from
time to time be amended, modified or supplemented by Supplemental
Resolution.
"Revenue Account" shall mean the account created pursuant to
Section 4.04(A) hereof.
"Serial Bonds" shall mean all of the Bonds other than the Term
Bonds.
"Series" shall mean all the Bonds delivered on original
issuance in a simultaneous transaction and identified pursuant to
Sections 2.01 and 2.02 hereof or a Supplemental Resolution
authorizing the issuance by the Issuer of such Bonds as a separate
Series, regardless of variations in maturity, interest rate,
Amortization Installments or other provisions.
12
,'Series X992 Bonds" shall mean the Issuer's Golf Course
Revenue Refunding Bonds, Series 1992 authorized pursuant to Section
2.02 hereof.
"State" shall mean the State of Florida.
"Standard and Poor's" shall mean Standard and Poor's
Corporation, and any assigns and successors thereto.
"Subordinated Indebtedness" shall mean that indebtedness of
the Issuer, subordinate and junior to the Bonds, and any
indebtedness issued in accordance with the provisions of Section
6.01 hereof.
"Supplemental Resolution" shall mean any resolution of the
Issuer amending or supplementing this Resolution enacted and
becoming effective in accordance with the terms of Sections 8.01,
8.02 and 8.03 hereof.
"Surplus Reserve Account" shall mean the Surplus Reserve
Account established pursuant to Section 4.04 (G) hereof.
"Taxable Bonds" means any Bond which states, in the body
thereof, that the interest income thereon is includable in the
gross income of the Holder thereof for Federal income taxation
purposes or that such interest is subject to Federal income
taxation.
"Term Bonds" shall mean those Bonds which shall be designated
as Term Bonds hereby or by Supplemental Resolution of the Issuer.
"Term Bonds Redemption Subaooount" shall mean the separate
subaccount in the Debt Service Account established pursuant to
Section 4.04(C) hereof.
"Variable Rate Bonds" shall mean Bonds issued with a variable,
adjustable, convertible or other similar rate which is not fixed
in percentage for the entire term thereof at the date of issue.
The terms ,,herein," "hereunder," "hereby," "hereto," "hereof,"
and any similar terms, shall refer to this Resolution; the term
"heretofore" shall mean before the date of adoption of this
Resolution; and the term "hereafter" shall mean after the date of
adoption of this Resolution.
words importing the masculine gender include every other
gender.
words importing the singular number include the plural number,
and vice versa.
13
SECTION 1.02. AUTHORITY FOR RESOLUTION. This Resolution is
adopted pursuant to the provisions of the Act. The Issuer has
ascertained and hereby determined that adoption of this Resolution
is necessary to carry out the powers, purposes and duties expressly
provided in the Act, that each and every matter and thing as to
which provision is made herein is necessary, in order to carry out
and effectuate the purposes of the Issuer in accordance with the
Act and to carry out and effectuate the plan and purpose of the
Act, and that the powers of the Issuer herein exercised are in each
case exercised in accordance with the provisions of the Act and in
furtherance of the purposes of the Issuer.
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 a part of the contract of
the Issuer with the Holders of the Bonds, and shall be deemed to
be and shall constitute a contract between the Issuer and the
Holders from time to time of the Bonds. The pledge made in the
Resolution and the provisions, covenants and agreements herein set
forth to be performed by or on behalf of the Issuer shall be for
the equal benefit, protection and security of the Holders of any
and all of said Bonds in accordance with the terms hereof. Ail of
the Bonds, regardless of the time or times of their issuance or
maturity, shall be of equal rank without preference, priority or
distinction of any of the Bonds over any other thereof except as
expressly provided in or pursuant to this Resolution.
SECTION 1.04. FINDINGS. It is hereby ascertained, determined
and declared:
(A) That the Issuer now owns, operates and maintains golf
course facilities for the benefit of its citizens.
(B) That the Issuer has heretofore issued and has now
outstanding and unpaid the Refunded Bonds.
(C) That the Pledged Funds are not pledged or encumbered in
any manner, other than for payment of the Refunded Bonds.
(D) That it is deemed to be in the best interests of the
citizens of the Issuer that the Refunded Bonds be refunded to
achieve debt service savings for the benefit of the Issuer and that
the Initial Project be acquired and constructed.
(E) That there is hereby authorized the payment and refunding
of the Refunded Bonds all in the manner as provided by this
Resolution and the Refunded Resolution.
(F) That the estimated Pledged Funds will be sufficient to
pay all the Operating Expenses, the principal of and interest on
14.
the Bonds to be issued pursuant to this Resolution, as the same
become due, and all other payments provided for in this Resolution.
(G) That the principal of and interest on the Bonds to be
issued pursuant to this Resolution, and all other payments provided
for in this Resolution, will be paid solely from the Pledged Funds
in accordance with the terms hereof; and the ad valorem taxing
power of the Issuer will never be necessary or authorized to pay
the principal of and interest on the Bonds to be issued pursuant
to this Resolution, or to make any other payments provided for in
this Resolution, and the Bonds shall not constitute a lien upon the
Facilities or upon any other property whatsoever of or in the
Issuer.
SECTION 1.05. AUTHORIZATION OF INITIAL PROJECT. The issuer
hereby authorizes the acquisition and construction of the Initial
Project.
15
ARTICLE II
AUTHORIZATION~ TEI~S~ EXECUTION ~D
RE~ISTI~,TION OF BONDS
SECTION 2.01. AUTHORIZATION OF BONDS. This Resolution
creates an issue of Bonds of the Issuer to be designated as "City
of Sebastian, Florida Golf Course Revenue Refunding 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 Resolution is not limited except as is or may
hereafter be provided in this Resolution or as limited by the Act
or by law.
The Bonds may, if and when authorized by the Issuer pursuant
to this Resolution, be issued in one or more Series, with such
further appropriate particular designations added to or
incorporated in such title for the Bonds of any particular Series
as the Issuer may determine and as may be necessary to distinguish
such Bonds from the Bonds of any other Series. Each Bond shall
bear upon its face the designation so determined for 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
United States of America on such dates; all as determined by
Supplemental Resolution of the Issuer.
The Bonds shall be issued in such denominations and such form,
whether coupon or registered; shall be dated such date; shall 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
Supplemental Resolution of the Issuer. The Issuer may issue Bonds
which may be secured by a Credit Facility or by an insurance policy
of an Insurer, all as shall be determined by Supplemental
Resolution of the Issuer.
SECTION 2,02.
BONDS.
AUTHORIZATION AND DESCRIPTION OF SERIES 1992
(A) A Series of Bonds entitled to the benefit, protection and
security of this Resolution is hereby authorized in the aggregate
principal amount of not exceeding $2,245,000 for the principal
purposes of refunding the Refunded Bonds, funding the Reserve
Subaccount and paying certain costs of issuance incurred with
respect to the Series 1992 Bonds. Such Series of Bonds shall be
designated as, and shall be distinguished from the Bonds of all
16
other Series by the title, "City of Sebastian, Florida Golf Course
Revenue Refunding Bonds, Series 1992"; provided the Issuer may
change such designation in the event that the total amount of
Series 1992 Bonds authorized herein are not issued in a
simultaneous transaction or the Series 1992 Bonds are not issued
in calendar year 1992.
(B) The Series 1992 Bonds shall be dated as of the first day
of the month in which occurs the delivery of the Series 1992 Bonds
to the purchaser or purchasers thereof or such other date as may
be set forth by Supplemental Resolution of the Issuer; shall be
issued as fully registered Bonds; 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 exceeding the maximum rate permitted by law, 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 years and amounts not exceeding
forty (40) years from their date; shall be payable in such place
or places; shall have such Paying Agents and Registrars; and shall
contain such redemption provisions; all as the Issuer shall provide
hereafter by Supplemental Resolution.
(C) The principal of or Redemption Price, if applicable, on
the Series 1992 Bonds are payable upon presentation of the Series
1992 Bonds at the office of the Paying Agent. Interest payable on
any Series 1992 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, at the option
of the Paying Agent, and at the request and expense of the Holder
of $500,000 or more in principal amount of Series 1992 Bonds, by
bank wire transfer for the account of such Holder. All payments
of principal of or Redemption Price, if applicable, and interest
on the Series 1992 Bonds shall be payable in any coin or currency
of the United States of America which at the time of payment is
legal tender for the payment of public and private debts.
SECTION 2.03. APPLICATION OF SERIES 1992 BOND PROCEEDS.
Except as otherwise provided by Supplemental Resolution of the
Issuer, the proceeds derived from the sale of the Series 1992
Bonds, including accrued interest and premium, if any, shall,
simultaneously with the delivery of the Series 1992 Bonds to the
purchaser or purchasers thereof, be applied by the Issuer as
follows:
(A) Accrued interest and proceeds of the Series 1992 Bonds
representing capitalized interest, if any, shall be deposited or
credited to the Payment Subaccount and shall be used only for the
purpose of paying the interest which shall thereafter become due
on the Series 1992 Bonds.
17
(B) A sufficient amount of Series 1992 Bond proceeds shall
be deposited or credited to the appropriate subaccount of the
Reserve Subaccount which, together with any moneys and securities
therein and Reserve Subaccount Insurance Policy and/or Reserve
Subaccount Letter of Credit obtained in accordance with Section
4.05(B) (4) hereof, shall equal the Reserve Subaccount Requirement
for such subaccount.
(C) An amount of Series 1992 Bond proceeds shall be deposited
irrevocably in trust in the Issuer's escrow deposit trust fund
under the terms and provisions of the Escrow Deposit Agreement.
Such moneys shall be invested by the Escrow Agent in obligations
of the United States of America, in the manner set forth in the
Escrow Deposit Agreement, which investments, together with such
amounts deposited by the Issuer in such escrow deposit fund, shall
mature at such times and in such amounts as shall be sufficient to
pay the principal of, redemption premium, if any, and interest on
the outstanding Refunded Bonds as the same mature and become due
and payable or are redeemed prior to maturity.
(D) A sufficient amount of the Series 1992 Bond proceeds
shall be applied to the payment of the premiums of any municipal
bond insurance policies applicable to the Series 1992 Bonds or
reserves established therefor and to the payment of costs and
expenses relating to the issuance of the series 1992 Bonds.
(E) The remaining Series 1992 Bond proceeds shall be
deposited in the Construction Account and used for the acquisition
of the Initial Project.
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 and the official seal of the Issuer shall
be imprinted thereon, attested and countersigned with the manual
or facsimile signature of the Clerk. 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 cease 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.
18
SECTION 2.05. ~UTHENTICATION. 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 hasbeen 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. TEMPORARY BONDS. Until the definitive Bonds
of any Series are prepared, the Issuer may execute, in the same
manner as is provided in Section 2.04, 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 tenor of the definitive Bonds in lieu of which
such temporary Bond or Bonds are issued, in denominations
authorized by the Issuer by subsequent resolution and with such
omissions, insertions and variations as may be appropriate to
temporary Bonds. The Issuer, at his 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 definitive 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.
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 mutilated, destroyed, stolen 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
furnishing the Issuer and the Registrar proof of his ownership
thereof and satisfactory indemnity and complying with such other
reasonable regulations and conditions as the Issuer or the
Registrar may prescribe and paying such expenses as the Issuer and
the Registrar may incur. Ail Bonds so surrendered or replaced
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,
19
upon being indemnified as aforesaid, and if such Bonds be lost,
stolen or destroyed, without surrender thereof.
Any such duplicate Bonds issued pursuant to this Section 2.07
shall constitute original 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,
SECTION 2.08. EXCHANGE AND TI~%NSFER. Bonds, upon surrender
thereof at the office of the Registrar with a written instrument
of transfer satisfactory to the Registrar, duly executed by the
Holder thereof or his attorney duly authorized in writing, may, at
the option of the Holder thereof, be exchanged for an equal
aggregate principal 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
law merchant and the Uniform Commercial Code of the State of
Florida, subject to the provisions for registration of transfer
contained in this Resolution and in the Bonds. So long as any of
the Bonds shall remain Outstanding, the Issuer shall maintain and
keep, at the office of the Registrar, books for the registration
and transfer of the Bonds.
The transfer of any Bond shall be registered only upon the
books 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 his 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 his duly authorized attorney. Upon the
registration of 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 fiduciary of the Issuer may deem and treat the
Person in whose name any Outstanding Bond shall be registered upon
the books of the Issuer as the absolute owner of such Bond, whether
such Bond shall be overdue 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
purposes, and all such payments so made to any such Holder or upon
his 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.
20
The Registrar, in any case where it is not also the Paying
Agent in respect to any Series of Bonds, forthwith (A) following
the fifteenth day prior to an interest payment date for such
Series; (B) following the fifteenth day next preceding the date of
first 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 furnish to such Paying Agent the
names, addresses and holdings of Bondholders and any other relevant
information reflected in the registration books. Any Paying Agent
of any fully registered Bond shall effect payment of interest on
such Bonds by mailing a check to the Holder entitled thereto or
may, in lieu thereof, upon the request and at the expense of the
Holder of $500,000 or more in principal amount of Series 1992
Bonds, by bank wire transfer for the account of such Holder.
In all cases in which Bonds shall be exchanged or the transfer
of Bonds shall be registered, the Issuer shall execute and deliver
Bonds and the Registrar shall authenticate such Bonds in accordance
with the provisions of this Resolution. Execution of Bonds by the
Mayor and Clerk for purposes of exchanging, replacing or
registering the transfer of 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 registration of transfer
shall be held by the Registrar in safekeeping until directed by the
Issuer to be cancelled by the Registrar. For every such exchange
or registration of transfer, the Issuer or the Registrar may make
a charge sufficient to reimburse it for any tax, fee, expense or
other governmental charge required to be paid with respect to such
exchange or registration of transfer. The Issuer and the Registrar
shall not be.obligated to make any such exchange or registration
of transfer of Bonds of any Series during the fifteen (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 of such Series, then
during the fifteen (15) days next preceding the date of the first
mailing of notice of such redemption and, in the case of Bonds
called for redemption, continuing until such redemption date.
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 Supplemental
Resolution.
SECTION 2.09. COUPON BONDS. The Issuer, at its discretion,
and provided it has obtained an opinion of Bond Counsel that such
action will not cause interest on the Bonds to be included in gross
income for purposes of federal income taxation, 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,
21
transfer, interchangeability, denominations and form of such Bonds
and coupons appertaining thereto.
SECTION 2.10. FORM OF BONDS. The text of the 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 of the
Issuer, shall be in substantially the following form with such
omissions, insertions and variations as may be necessary and/or
desirable and approved by the Mayor or the Clerk prior to the
issuance thereof (which necessity and/or desirability and approval
shall be presumed by such officer's execution of the Bonds and the
Issuer's delivery of the Bonds to the purchaser or purchasers
thereof):
22
No. R-
UNITED STATES OF AI~ERICA
STATE OF FLORIDA
CITY OF SEBASTIAN
GOLF COURSE REVENUE REFUNDING BOND,
SERIES
Interest Maturity Date of
Rate Date Original Issue CUSIP
Registered Holder:
Principal Amount:
KNOW ALL MEN BY THESE PRESENTS, that the City of Sebastian,
Florida, a municipal corporation of the State of Florida (the
"Issuer"), for value received, hereby promises to pay, solely from
the Pledged Funds hereinafter described, to the Registered Holder
identified above, or registered assigns as hereinafter provided,
on the Maturity Date identified above, the Principal Amount
identified above and to pay interest on such Principal Amount from
the Date of Original Issue identified above or from the most recent
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, 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 debts. Such Principal Amount and the premium, if any, on
this Bond, are payable at the principal corporate trust office of
, as Paying Agent.
, ,
Payment of each installment 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 ....... , ,
23
, as Registrar, at the close of business on the date
which shall be the fifteenth day (whether or not a business day)
next preceding each interest payment date and shall be paid by
check or draft of the Paying Agent to such Registered Holder at the
address appearing on such registration books or, at the option of
such Paying Agent, and at the request and expense of the Holder of
$500,000 or more in principal amount, by bank wire transfer for the
account of such Holder.
This Bond is one of an authorized issue of Bonds 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, Florida Statutes, the
city Charter of the City of Sebastian and other applicable
provisions of law (the "Act"), and a resolution duly adopted by the
City Council of the Issuer, on , as amended and
supplemented (the "Resolution"), and is subject to all the terms
and conditions of the Resolution.
This Bond and the interest hereon are payable solely from and
secured by a lien upon and a pledge of (i) the Net Revenues (as
defined in the Resolution) to be derived from the operation of the
Issuer's golf course facilities (the "Facilities"), and until
applied in accordance with the provisions of the Resolution, (ii)
until released as provided in the Resolution, the Electric
Franchise Fees (as defined in the Resolution), (iii) the Public
Service Taxes (as defined in the Resolution) and (iv) all moneys,
including investments thereof, in the accounts and subaccounts
established by the Resolution, except (A) to the extent moneys
therein shall be required to pay the Operating Expenses (as defined
in the Resolution) of the Facilities in accordance with the terms
of the Resolution, (B) to the extent moneys in each subaccount of
the Reserve Subaccount shall be pledged solely for the payment of
the Series of Bonds for which it was established in accordance with
the provisions of the Resolution, (C) amounts in the Rebate Account
and (D) amounts in the Surplus Reserve Account (collectively, the
"Pledged Funds"). It is expressly agreed by the Registered Holder
of this Bond that the full faith and credit of the Issuer are not
pledged to the payment of the principal of, premium, if any, and
interest on this Bond and that such Holder shall never have the
right to require or compel the exercise of any taxing power of the
Issuer to the payment of such principal, premium, if any, and
interest. This Bond and the obligation evidenced hereby shall not
constitute a lien upon the Facilities or any other property of the
Issuer, but shall constitute a lien only on, and shall be payable
solely from, the Pledged Funds in accordance with the terms of the
Resolution.
24
Neither the members of the City Council of the Issuer nor any
person executing this Bond shall be liable personally hereon or be
subject to any personal liability or accountability by reason of
the issuance hereof.
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 ON THE FRONT SIDE HEREOF.
This Bond shall not be valid or become obligatory for any
purpose until the certificate of authentication hereon shall have
been signed by the Registrar.
IN WITNESS WHEREOF, the City Council of the city of Sebastian,
Florida has issued this Bond and has caused the same to be executed
by the manual or facsimile signature of its Mayor, and by the
manual or facsimile signature of its Clerk and its corporate seal
or a facsimile thereof to be affixed or reproduced hereon, all of
the day of , ~.
(SEAL)
CITY OF SEBASTI/~N, FLORIDA
Mayor
Clerk
25
(Provisions on Reverse Side of Bond)
The transfer of this Bond is registrable in accordance with
the terms of the Resolution only upon the books of the Issuer kept
for that purpose at the principal corporate trust office of the
Registrar by the Registered Holder hereof in person or by his
attorney duly authorized in writing, upon the surrender of this
Bond together with a written instrument of transfer satisfactory
to the Registrar duly executed by the Registered Holder or his
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, therein prescribed. The Bonds are issuable in
the form of fully registered Bonds in the denomination of $5,000
and any integral multiple thereof, not exceeding the aggregate
principal amount of the Bonds. The Issuer, the Registrar and any
Paying Agent may treat the Registered Holder of this Bond as the
absolute owner hereof for all purposes, 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 the Bonds during the fifteen (15)
days next preceding an interest payment date or, in the case of any
proposed redemption of the Bonds, then, during the fifteen (15)
days next preceding the date of the first mailing of notice of such
redemption and, in the case of the Bonds called for redemption,
continuing until such redemption date.
(INSERT REDEMPTION PROVISIONS)
Redemption of this Bond under the preceding paragraphs shall
be made as provided in the Resolution upon notice given by first
class mail sent at least 30 days prior to the redemption date to
the Registered Holder hereof at the address shown on the
registration books maintained by the Registrar; provided, however,
that failure to mail notice to the Registered Holder hereof, or any
defect therein, shall not affect the validity of the proceedings
for redemption of other Bonds as to which no such failure or defect
has occurred. In the event that less than the full principal
amount hereof shall have been called for redemption, the Registered
Holder hereof shall surrender this Bond in exchange for one or more
Bonds in an aggregate principal amount equal to the unredeemed
portion of principal, as provided in the Resolution.
Reference to the Resolution and any and all resolutions
supplemental thereto and modifications and amendments thereof and
to the Act is made for a description of the pledge and covenants
securing this Bond, the nature, manner and extent of enforcement
26
of such pledge and covenants, and the rights, duties, immunities
and obligations of the Issuer.
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 the issuance of this Bond, exist, have happened
and have been performed, in regular and due form and time as
required by the laws and Constitution of the State of Florida
applicable thereto, and that the issuance of the Bonds does not
violate any constitutional or statutory limitations or provisions.
27
FOR VALUE
transfers unto
~SSIGNMENT
RECEIVED, the undersigned sells,
assigns and
Insert Social Security or Other
Identifying Number of Assignee
(Name and Address of Assignee)
the within Bond and does hereby irrevocably constitute and appoint
, as attorney to register the
transfer of the said Bond on the books 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.
28
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
TEN ENT -- as tenants by the entireties
JT TEN -- as joint tenants with right of
survivorship and not as tenants
in common
UNIF TRANS MIN ACT --
(Cust.)
Custodian for
under Uniform Transfers to Minors Act of
(State)
Additional abbreviations may also be used though not in list
above.
CERTIFICATE OF aUTHENTICATION
This Bond is one of the Bonds of the Issue described in the
within-mentioned Resolution.
DATE OF AUTHENTICATION:
Registrar
By:
Authorized officer
29
ARTICLE I~I
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
Resolution.
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 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
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. Notice of such
redemption, which shall specify the Bond or Bonds (or portions
thereof) to be redeemed and the date and place for redemption,
shall be given by the Registrar on behalf of the Issuer, and (A)
shall be filed with the Paying Agents of such Bonds, (B) shall be
mailed first class, postage prepaid, at least 30 days prior to the
redemption date to all Holders of Bonds to be redeemed at their
addresses as they appear on the registration books kept by the
Registrar, and (C) shall be mailed certified, postage prepaid, at
least 35 days prior to the redemption date to the registered
securities depositaries, to two or more nationally recognized
municipal bond information services and to each Insurer of any
Bonds Outstanding affected by such redemption. Failure to mail
notice to the Holders of the Bonds to be redeemed, or any defect
therein, shall not affect the proceedings for redemption of Bonds
as to which no such failure or defect has occurred. Notice of any
redemption of Bonds at the option of the Issuer shall be given only
3O
upon the prior deposit into the Debt Service Account of sufficient
amounts to effect such redemption.
Each notice of redemption shall state: (1) the CUSIP numbers
of all Bonds being redeemed; (2) the original issue date of such
Bonds; (3) the maturity date and rate of interest borne by each
Bond being redeemed; (4) the redemption date; (5) the Redemption
Price; (6) the date on which such notice is mailed; (7) if less
than all Outstanding Bonds are to be redeemed, the certificate
number (and, in the case of a partial redemption of any Bond, the
principal amount) of each Bond to be redeemed; (8) that on such
redemption date there shall become due and payable upon each Bond
to be redeemed the Redemption Price thereof, or the Redemption
Price of the specified portions of the principal thereof in the
case of Bonds to be redeemed in part only, together with interest
accrued thereon to the redemption date, and that from and after
such date interest thereon shall cease to accrue and be payable;
(9) that the Bonds to be redeemed, whether as a whole or in part,
are to be surrendered for payment of the redemption price at the
principal office of the Registrar at an address specified; and (10)
the name and telephone number of a person designated by the
Registrar to be responsible for such redemption.
SECTION 3.04. REDEMPTION 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 his 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 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. Notice of
redemption having been given substantially as aforesaid, the Bonds
or portions of Bonds so 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 bear 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. Ail Bonds
which have been redeemed shall be cancelled and destroyed by the
Registrar and shall not be reissued.
31
~TICLE IV
SECURITY~ SPECIAL FUNDS ~ND
~PPLIC~TION 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 the manner and to
the extent provided in this Resolution. No Holder of any Bond
shall ever have the right to compel the exercise of any ad valorem
taxing power to pay such Bond, or be entitled to payment of such
Bond from any moneys of the Issuer except from the Pledged Funds
in the manner and to the extent provided herein.
SECTION 4.02. SECURITY FOR BONDS. The payment of the
principal of or Redemption Price, if applicable, and interest on
the Bonds and the payment of any obligations owed to any issuer of
a Reserve Subaccount Letter of Credit or Reserve Subaccount
Insurance Policy securing any Series of Bonds shall be secured
forthwith equally and ratably by a pledge of and lien upon the
Pledged Funds; provided, however, a Series of Bonds may be further
secured by a Credit Facility or insurance policy of an Insurer in
addition to the security provided herein; and provided further that
each Series of Bonds shall be secured independently of any other
Series of Bonds by the corresponding subaccount in the Reserve
Subaccount, except as otherwise 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 in accordance with the provisions hereof. Any
obligations owed to the issuer of a Reserve Subaccount Letter of
Credit or Reserve Subaccount Insurance Policy shall be deemed to
be subordinate to the lien on and pledge of the Pledged Funds to
the Holders of the Bonds, solely in respect of principal of and
interest due thereon. The Pledged Funds shall immediately be
subject to the lien of this pledge without any physical delivery
thereof or further act, and the lien of this pledge shall be valid
and binding as against all parties having claims of any kind in
tort, contract or otherwise against the Issuer.
SECTION 4.03. CONSTRUCTION ACCOUNT. The Issuer covenants and
agrees to establish, prior to commencing any Project, including the
Initial Project, a special account in a bank, trust company or
other entity in the State which is eligible under the laws of the
State to be a depository for public funds, to be known as the "city
of Sebastian, Florida, Golf Course Facilities Construction
Account," which shall be used only for payment of the Cost of a
Project. Moneys in the Construction Account, until applied in
payment of any item of the Cost of a Project in the manner
32
hereinafter provided, shall be subject to a lien and charge in
favor of the Holders of the Bonds and for the further security of
such Holders.
The Issuer shall establish within the Construction Account a
separate subaccount for each Project, the Cost of which is to be
paid in whole or in part out of the Construction Account.
The proceeds of insurance maintained 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 or credited
to the appropriate subaccount of the Construction Account.
The Issuer shall make disbursements or payments from the
Construction AccoUnt to pay the Cost of a Project upon the filing
with the Clerk of certificates and/or documents signed by an
Authorized Issuer officer, stating with respect to each
disbursement or payment to be made: (A) the item number of the
payment, (B) the name and address of the Person to whom payment is
due, (C) the amount to be paid, (D) the Construction Account
subaccount from which payment is to be made, (E) the purpose, by
general classification, for which payment is to be made, and (F)
that (i) each obligation, item of cost or expense mentioned therein
has been properly incurred, is in payment of a part of the Cost of
a Project and is a proper charge against the subaccount of the
Construction Account from which payment is to be made and has not
been the basis of any previous disbursement or payment, or (ii)
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 subaccount of the
Construction Account 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
certificates and/or documents of the Authorized Issuer officers for
three (3) years from the dates of such certificates and/or
documents. The Clerk shall make available the certificates and/or
documents at all reasonable times for inspection by any Holder of
any of the Bonds or the agent or representative of any Holder of
any of the Bonds.
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 Account shall be applied to
the payment of principal and interest on Bonds when due.
The date of completion of any Project shall be determined by
the Authorized Issuer officer which shall certify such fact in
writing to the Governing Body. Promptly after the date of the
completion of a Project, and after paying or making provision for
the payment of all unpaid items of the Cost of such Project, the
33
Issuer shall deposit or credit in the following order of priority
any balance of moneys remaining in the Construction Account in (1)
another subaccount of the Construction Account for which there are
insufficient moneys present to pay the Cost of the related Project,
(2) the Reserve Subaccount, to the extent of a deficiency therein,
and (3) such other account or subaccount established hereunder as
shall be determined by the Governing 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 of the holder for federal
income tax purposes.
SECTION 4.04. CREATION OF ACCOUNTS. The Issuer covenants and
agrees to establish the "city of Sebastian, Florida Golf Course
Facilities Trust Fund" with a bank, trust company or such other
entity in the State, which is eligible under the laws of the State
to be a depository for public funds which shall include the
following accounts and subaccounts:
(A) The "City of Sebastian, Florida Golf Course Facilities
Revenue Account."
(B) The "city of Sebastian, Florida Golf Course Facilities
Operation and Maintenance Account."
(C) The "city of Sebastian, Florida Golf Course Facilities
Debt Service Account." The Issuer shall maintain three separate
accounts in the Debt Service Account: the "Payment Subaccount,"
the "Term Bonds Redemption Subaccount" and the ,'Reserve
Subaccount."
(D) The "city of Sebastian, Florida Golf Course Facilities
Renewal and Replacement Account."
(E) The "city of Sebastian, Florida Golf Course Facilities
Rebate Account."
(F) The "city of Sebastian, Florida Golf Course Facilities
Designated Revenue Account." The Issuer shall maintain separate
accounts in the Designated Revenue Account: the "Electric
Franchise Fee Subaccount" and the "Public Service Taxes
Subaccount."
(G) The "City of Sebastian, Florida Golf Course Facilities
surplus Reserve Account."
Moneys in the aforementioned accounts and subaccounts (except
for moneys in the Rebate Account and the Surplus Reserve Account),
until applied in accordance with the provisions hereof, shall be
subject to a lien and charge in favor of the Holders of the Bonds
and for the further security of such Holders.
34
The Issuer may at any time and from time to time appoint one
or more depositaries to hold, for the benefit of the Bondholders,
any one or more of the accounts and subaccounts established hereby.
Such depositary 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 accounts or subaccounts
as herein set forth, and all records of such depositary in
performing such duties shall be open at all reasonable times to
inspection by the Issuer and its agents and employees. Any such
depositary shall be a bank or trust company duly authorized to
exercise corporate trust powers and subject to examination by
federal or state authority, of good standing, and having a combined
capital, surplus and undivided profits aggregating not less than
fifty million dollars ($50,000,000).
SECTION 4.05. DISPOSITION OF REVENUES.
(A) The Issuer shall deposit or credit all Gross Revenues,
as received, into the Revenue Account. The Issuer shall deposit
the Electric Franchise Fees (until released as provided herein) and
the Public Service Taxes, as received, into the appropriate
subaccounts of the Designated Revenue Account.
Operation and Maintenance Account. Moneys in the Revenue
Account shall first be used each month to deposit or credit to the
Operation and Maintenance Account such sums as are necessary to pay
Operating Expenses for the ensuing month; provided the issuer may
transfer moneys from the Revenue Account to the Operation and
Maintenance Account at any time to pay Operating Expenses to the
extent there is a deficiency in the Operation and Maintenance
Account for such purpose. Amounts in the Operation and Maintenance
Account shall be paid out from time to time by the Issuer for
reasonable and necessary Operating Expenses; provided, however,
that no such payment shall be made unless the provisions of Section
5.03 hereof in regard to the current Annual Budget are complied
with.
(B) Amounts remaining in the Revenue Account after the
aforementioned deposits or credits to the Operation and Maintenance
Account shall be applied by the Issuer on or before the fifteenth
(15th) day of each month, commencing in the month immediately
following the delivery of any of the Bonds to the purchasers
thereof, or such later date as hereinafter provided, in the
following manner and in the following order of priority:
(1) Payment Subaccount. The Issuer shall deposit or credit
to the Payment Subaccount the sum which, together with the balance
in said Subaccount, shall equal the interest on all Bonds
Outstanding (except as to Capital Appreciation Bonds) accrued and
unpaid and to accrue to the end of the then current calendar month.
The Issuer shall also deposit or credit to the Payment Subaccount
the sum which, together with the balance in said Subaccount, shall
35
equal the principal amounts on all Bonds Outstanding due and unpaid
and that portion of the principal next due which would have accrued
on such Bonds during the then current calendar month if such
principal amounts were deemed to accrue monthly (assuming that a
year consists of twelve 12 equivalent calendar months having 30
days each) in equal amounts from the next preceding principal
payment due date, or, if there be no such preceding payment due
date from a date one year preceding the due date of such principal
amount. Moneys in the Payment Subaccount shall be applied by the
Issuer for deposit with the Paying Agents to pay the principal of
and interest on the Bonds on or prior to the date the same shall
become due. Serial Capital Appreciation Bonds shall be payable
from the Payment Subaccount in the Bond Years in which such Bonds
mature and monthly payments into the Payment Subaccount on account
of such Bonds shall commence in the first month of the respective
Bond Years in which such Bonds mature. The Issuer shall, on a pro-
rata basis for each Series, adjust the amount of the deposit or
credit to the Payment Subaccount not later than the month
immediately preceding any Interest Date and/or principal payment
date so as to provide sufficient moneys in the Payment Subaccount
to pay the principal of and interest on the Bonds coming due on
such Interest Date and/or principal payment date.
(2) Term Bonds Redemption Subaccount. Commencing in the
month which is one year prior to the first Amortization
Installment, there shall be deposited or credited to the Term Bonds
Redemption Subaccount the sum which, together with the balance in
such Subaccount, shall equal the Amortization Installments on all
Term Bonds Outstanding due and unpaid and that portion of the
Amortization Installments of all Term Bonds Outstanding next due
which would have accrued on such Term Bonds during the then current
calendar month if such Amortization Installments were deemed to
accrue monthly (assuming that a year consists of twelve 12
equivalent calendar months having 30 days each) in equal amounts
from the next preceding Amortization Installment due date, or, if
there is no such preceding Amortization Installment due date, from
a date one year preceding the due date of such Amortization
Installment. Moneys in the Term Bonds Redemption Subaccount shall
be used to purchase or redeem Term Bonds in the manner herein
provided, and for no other purpose. The Issuer shall adjust the
amount of the deposit or credit to the Term Bonds Redemption
Subaccount in the month immediately preceding any Amortization
Installment Date so as to provide sufficient moneys in the Term
Bonds Redemption Subaccount to pay the Amortization Installments
becoming due on such date. Payments to the Term Bonds Redemption
Subaccount shall be on a parity with payments to the Payment
subaccount.
Amounts accumulated in the Term Bonds Redemption Subaccount
with respect to anyAmortization Installment (together with amounts
accumulated in the Payment Subaccount with respect to interest, if
any, on the Term Bonds for which such Amortization Installment was
36
established) may be applied by the Issuer, on or prior to the
sixtieth (60th) day preceding the due date of such Amortization
Installment, (a) to the purchase of Term Bonds of the Series and
maturity for which such Amortization Installment was established,
or (b) to the redemption at the applicable Redemption Prices of
such Term Bonds, if then redeemable by their terms. 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 Term Bonds Redemption Subaccount until such
Amortization Installment date, for the purposes of calculating the
amount of such Subaccount. As soon as practicable after the 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 hereof,
Term Bonds of the Series and maturity for.which such Amortization
Installment was established (except in the case of Term Bonds
maturing on a Amortization Installment date) in such amount as
shall be necessary to complete the retirement of the unsatisfied
balance of such Amortization Installment. The Issuer shall pay out
of the Term Bonds Redemption Subaccount and the Payment Subaccount
to the appropriate 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 shall be applied by such Paying Agents
to such redemption (or payment). All expenses in connection with
the purchase or redemption of Term Bonds may be paid by the Issuer
from the Operation and Maintenance Account.
(3) Reserve Subaccount. Except as otherwise provided by
Section 8.01(H) hereof, the Issuer shall establish within the
Reserve Subaccount a separate subaccount for each Series of Bonds
issued hereunder. The moneys in each such subaccount shall be
applied in the manner provided herein solely for the payment of the
principal of, or Redemption Price, if applicable, and interest on
the Series of Bonds for which it is designated and shall not be
available to pay debt service on any other Series.
There shall be deposited or credited to each subaccount of the
Reserve Subaccount such sum, if any, as will be necessary to
immediately restore the funds in each such subaccount to an amount
equal to the Reserve Subaccount Requirement applicable thereto
including the reinstatement of any Reserve Subaccount Credit
Instrument therein. To the extent there are insufficient moneys
in the Revenue Account to make the required monthly deposit or
credit to each subaccount of the Reserve Subaccount, such deposits
or credits shall be made to each subaccount on a pro rata basis in
relation to the amount of the deficiency existing in each
subaccount. On or prior to each principal and interest payment
date for the Bonds, moneys in each subaccount of the Reserve
Subaccount shall be applied by the Issuer to the payment of the
principal of, or Redemption Price, if applicable, and interest on
related Series of Bonds to the extent moneys in the Payment
37
subaccount and the Term Bonds Redemption Subaccount, shall be
insufficient for such purpose, but only to the extent the moneys
transferred from the Surplus Reserve Account for such purposes
pursuant to Section 4.05(B)(7) hereof shall be inadequate to fully
provide for such insufficiency. Whenever there shall be surplus
moneys in any subaccount of the Reserve Subaccount by reason of a
decrease in the Reserve Subaccount Requirement, such surplus moneys
shall be deposited or credited by the Issuer first, on a pro rata
basis into other subaccounts, if any, containing less than the
Reserve Subaccount Requirement applicable thereto, and second, into
the Surplus Reserve Account.
Upon the issuance of any Series of Bonds under the terms,
limitations and conditions as herein provided, the Issuer shall,
on the date of delivery of such Series of Bonds, fund the
corresponding subaccount of the Reserve Subaccount established for
such Series in an amount at least equal to the Reserve Subaccount
Requirement applicable to such Series of Bonds. 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 to
such subaccount of the Reserve Subaccount over a period of months
from the date of issuance of such Series of Bonds, which shall not
exceed the greater of (a) 24 months, or (b) the number of months
for which interest on such Series of Bonds has been capitalized,
as determined by Supplemental Resolution.
Whenever moneys in a subaccount of the Reserve Subaccount,
together with the other available amounts in the Debt Service
Account, are sufficient to fully pay the corresponding Series of
Bonds in accordance with their terms (including principal and
interest thereon), the funds in such subaccount of the Reserve
Subaccount shall be applied to the payment of such Series of Bonds.
Notwithstanding the foregoing provisions, in lieu of the
required deposits or credits to a subaccount of the Reserve
Subaccount, the Issuer may cause to be placed into such subaccount
a Reserve Subaccount Credit Instrument for the benefit of the
Bondholders in an amount equal to the difference between the
Reserve Subaccount Requirement applicable thereto and the amounts
then in such subaccount, if any. Such Reserve Subaccount Credit
Instrument shall be payable to the Paying Agent for such Series
(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 other account or subaccount held
pursuant to this Resolution and available for such purpose.
Prior to fulfilling all or any portion of a Reserve Subaccount
Requirement for any subaccount of the Reserve Subaccount through
the use of a Reserve Subaccount Credit Instrument, the Issuer shall
comply with each of the following requirements to the satisfaction
of each Insurer of Outstanding Bonds secured by such subaccount:
38
(a) A Reserve Subaccount Insurance Policy issued to the
Paying Agent by an Insurer may be deposited in the Reserve
Subaccount to meet a Reserve Subaccount Requirement if the
claims paying ability of such Insurer shall be rated "AAA" or
"Aaa" by Standard and Poor's or Moody's, respectively.
(b) A Reserve Subaccount Insurance Policy issued to the
Paying Agent by an entity other than an Insurer may be
deposited in the Reserve Subaccount to meet a Reserve
Subaccount Requirement if the form and substance of such
instrument and the issuer thereof shall be approved by the
Insurer of the Series of Bonds to be secured by such Reserve
Subaccount Insurance Policy.
(c) A Reserve Subaccount Letter of Credit issued to the
Paying Agent by a bank may be deposited in the Reserve
Subaccount to meet a Reserve Subaccount Requirement if the
issuer thereof is rated at least "AA" by Standard and Poor's
or "Aa" by Moody's. The Reserve Subaccount Letter of Credit
shall be payable in one or more draws upon presentation by the
beneficiary of a sight draft accompanied by its certificate
that it then holds insufficient funds to make a required
payment of principal or interest on the Series of Bonds
secured by such Reserve Subaccount Letter of Credit. The
draws shall be payable within two days of presentation of the
sight draft. The Reserve Subaccount Letter of Credit shall
be for a term of not less than three years. The issuer of the
Reserve Subaccount Letter of Credit shall be required to
notify the Issuer and the Paying Agent, not later than 30
months prior to the stated expiration date of the Reserve
Subaccount Letter of Credit, as to whether such expiration
date shall be extended, and if so, shall indicate the new
expiration date.
If such notice indicates that the expiration date shall
not be extended, the Issuer shall deposit in the appropriate
subaccount of the Reserve Subaccount an amount sufficient to
cause the cash or permitted investments on deposit in such
subaccount together with any other qualifying Reserve
Subaccount Credit Instruments, to equal the Reserve Subaccount
Requirement on all Outstanding Bonds secured by such
subaccount, such deposit to be paid in equal installments on
at least a semi-annual basis over the remaining term of the
Reserve Subaccount Letter of Credit, unless the Reserve
Subaccount Letter of Credit is replaced by a Reserve
Subaccount Credit Instrument meeting the requirements set
forth above. The Reserve Subaccount Letter of Credit shall
permit a draw in full not less than two weeks prior to the
expiration or termination of such Reserve Subaccount Letter
of Credit if the Reserve Subaccount Letter of Credit has not
been replaced or renewed. In such event, the Paying Agent is
hereby directed to draw upon the Reserve Subaccount Letter of
39
Credit prior to its expiration or termination unless an
acceptable replacement is in place or the subaccount of the
Reserve Subaccount is fully funded in its required amount.
(d) The use of any Reserve Subaccount Credit Instrument
shall be subject to receipt of an opinion of counsel
acceptable to the Insurer of outstanding Bonds to be secured
by such Reserve Subaccount Credit Instrument and in form and
substance satisfactory to such insurer as to the due
authorization, execution, delivery and enforceability of the
Reserve Subaccount Credit Instrument in accordance with its
terms, subject to applicable laws affecting creditors' rights
generally, and, in the event the issuer of the Reserve
Subaccount Credit Instrument is not a domestic entity, an
opinion of foreign counsel in form and substance satisfactory
to such Insurer. In addition, the use of a Reserve Subaccount
Letter of Credit shall be subject to receipt of an opinion of
counsel acceptable to the Insurer of Outstanding Bonds to be
secured by such Reserve Subaccount Letter of Credit and in
form and substance satisfactory to such Insurer to the effect
that payments under the Reserve Subaccount Letter of Credit
would not constitute avoidable preferences under Section 547
of the U.S. Bankruptcy Code or similar State laws with
avoidable preference provisions in the event of the filing of
a petition for relief under the U.S. Bankruptcy Code or
similar State laws by or against the Issuer (or any other
account party under the Reserve Subaccount Letter of Credit).
(e) The obligation to reimburse the issuer of a Reserve
Subaccount Credit instrument for any fees, expenses, claims
or draws upon such Reserve Subaccount Credit Instrument shall
be subordinate to the payment of debt service on the Bonds.
The right of the issuer of a Reserve Subaccount Credit
Instrument to payment or reimbursement of its fees and
expenses shall be subordinated to cash replenishment of the
Reserve Subaccount, and, subject to the second succeeding
sentence, its right to reimbursement for claims or draws shall
be on a parity with the cash replenishment of the Reserve
Subaccount. The Reserve Subaccount Credit Instrument shall
provide for a revolving feature under which the amount
available thereunder will be reinstated to the extent of any
reimbursement of draws or claims paid. If the revolving
feature is suspended or terminated for any reason, the right
of the issuer of the Reserve Subaccount Credit Instrument to
reimbursement will be further subordinated to cash
replenishment of the Reserve Subaccount to an amount equal to
the difference between the full original amount available
under the Reserve Subaccount Credit Instrument and the amount
then available for further draws or claims. If (i) the issuer
of a Reserve Subaccount Credit Instrument becomes insolvent
or (ii) the issuer of a Reserve Subaccount Credit Instrument
defaults in its payment obligations thereunder or (iii) the
40
claims-paying ability of the issuer of the Reserve Subaccount
Insurance Policy falls below a Standard and Poor's "AAA" or
a Moody's "Aaa" or (iv) the rating of the issuer of the
Reserve Subaccount Letter of Credit falls below a Standard and
Poor's "AA" or a Moody's "Aa", the obligation to reimburse the
issuer of the Reserve Subaccount Credit Instrument shall be
subordinate to the cash replenishment of the Reserve
Subaccount.
(f) If (i) the revolving reinstatement feature described
in the preceding paragraph is suspended or terminated or (ii)
the rating of the claims paying ability of the issuer of the
Reserve Subaccount Insurance Policy falls below a Standard and
Poor's "AAA" or a Moody's "Aaa" or (iii) the rating of the
issuer of the Reserve Subaccount Letter of Credit falls below
a Standard and Poor's "AA" or a Moody's "Aa", the Issuer shall
either (X) deposit into the appropriate subaccount of the
Reserve Subaccount an amount sufficient to cause the cash or
permitted investments on deposit in such subaccount to equal
the Reserve Subaccount Requirement on all Outstanding Bonds
secured by such subaccount, such amount to be paid over the
ensuing five years in equal installments deposited at least
semi-annually or (Y) replace such instrument with a Reserve
Subaccount Credit instrument meeting the requirements set
forth above within six months of such occurrence. In the
event (I) the rating of the claims-paying ability of the
issuer of the Reserve Subaccount Insurance Policy falls below
"A" or (II) the rating of the issuer of the Reserve Subaccount
Letter of Credit falls below "A" or (III) the issuer of the
Reserve Subaccount Credit instrument defaults in its payment
obligations or (IV) the issuer of the Reserve Subaccount
Credit Instrument becomes insolvent, the Issuer shall either
(XX) deposit into the appropriate subaccount of the Reserve
Subaccount an amount sufficient to cause the cash or permitted
investments on deposit in such subaccount to equal to Reserve
Subaccount Requirement on all Outstanding Bonds secured by
such subaccount, such amount to be paid over the ensuing year
in equal installments on at least a monthly basis or (YY)
replace such instrument with a Reserve Subaccount Credit
Instrument meeting the requirements set forth above within six
months of such occurrence.
(g) Where applicable, the amount available for draws or
claims under the Reserve Subaccount Credit Instrument may be
reduced by the amount of cash or permitted investments
deposited in the appropriate subaccount of the Reserve
Subaccount pursuant to clause (X) of the preceding
subparagraph f.
(h) At all times during which a Reserve Subaccount
Credit Instrument is used to replace cash amounts required to
be on deposit in the Reserve Subaccount, the Paying Agent
41
shall ascertain the necessity for a claim or draw upon the
Reserve Subaccount Credit Instrument and provide notice to
the issuer of the Reserve Subaccount Credit Instrument in
accordance with its terms not later than three days (or such
longer period as may be necessary depending on the permitted
time period for honoring a draw under the Reserve Subaccount
Credit Instrument) prior to each interest payment date.
(i) Cash on deposit in any subaccount of the Reserve
Subaccount shall be used (or investments purchased with such
cash shall be liquidated and the proceeds applied as required)
prior to any drawing on any Reserve Subaccount Credit
Instrument. If and to the extent that more than one Reserve
Subaccount Credit Instrument is deposited in any subaccount
of the Reserve Subaccount, drawings thereunder and repayments
of costs associated therewith shall be made on a pro rata
basis, calculated by reference to the maximum amounts
available thereunder.
(4) Payments to Issuer of Reserve Subaccount Letter of
Credit. The Issuer shall next make any payments required to be
made to the issuer of any Reserve Subaccount Letter of Credit.
Payments pursuant to this subsection (4), other than payments which
are not incurred as a result of a draw against the Reserve
Subaccount Letter of Credit, shall be on a parity with all payments
made to the Reserve Subaccount pursuant to subsection (3) above.
(5) Renewal and Replacement Account. There shall be
deposited or credited to the Renewal and Replacement Account an
amount equal to one-twelfth of the Renewal and Replacement
Requirement until the amount accumulated in such Account is equal
to the Renewal and Replacement Account Requirement. In the event
that the Renewal and Replacement Account Requirement is reduced,
any excess amount in the Renewal and Replacement Account shall be
deposited or credited to the Surplus Reserve Account. The moneys
in the Renewal and Replacement Account shall be applied by the
Issuer for the purpose of paying the cost of major extensions,
improvements or additions to, or the replacement or renewal of
capital assets of, the Facilities, or extraordinary repairs of the
Facilities; provided, however, that on or prior to each principal
and interest payment date for the Bonds (in no event earlier than
the fifteenth (15th) day of the month next preceding such payment
date), moneys in the Renewal and Replacement Account shall be
applied for the payment into the Payment Subaccount, and the Term
Bonds Redemption Subaccount when the moneys therein are
insufficient to pay the principal of and interest on the Bonds
coming due, but only to the extent moneys available in the Reserve
Subaccount for such purpose pursuant to Section 4.05(B) (3) hereof
shall be inadequate to fully provide for such insufficiency.
(6) Subordinated Indebtedness. Gross Revenues shall next be
applied by the Issuer for the payment of any accrued debt service
42
on Subordinated Indebtedness incurred by the Issuer in connection
with the Facilities and in accordance with the proceedings
authorizing such Subordinated Indebtedness.
(7) Surplus Reserve Account. The balance of any Gross
Revenues remaining in said Revenue Account after the foregoing
shall be deposited or credited to the Surplus Reserve Account.
Moneys in the Surplus Reserve Account shall be applied monthly by
the Issuer, to the extent necessary, to pay Operating Expenses
whenever the moneys in the Operation and Maintenance Account shall
be insufficient for such purpose. Whenever no Event of Default
shall have occurred and be continuing under this Resolution, and
after setting aside in the Surplus Reserve Account a sum which,
together with the moneys in the Operation and Maintenance Account,
shall be sufficient to pay Operating Expenses until the next
succeeding November i according to the Annual Budget, the balance
of any moneys remaining in the Surplus Reserve Account may be
applied by the Issuer to any lawful purpose of the Facilities.
Notwithstanding the foregoing, the Issuer shall have the right, at
any time, to apply any money in the Surplus Reserve Account for
deposit or credit to the Renewal and Replacement Account and the
Rebate Account. Additionally, the Issuer shall have the right, but
may never be compelled by any Holder, to apply any moneys in the
Surplus Reserve Account, at any time, to the payment of all or any
part of principal of, Redemption Price or interest on the Bonds or
any Subordinated Indebtedness.
(C) If, on the 20th day of each month, the Operation and
Maintenance Account, the Debt Service Account, the Rebate Account
and the Renewal and Replacement Account are not fully funded from
Gross Revenues as required above, the Issuer shall transfer from
the Designated Revenue Account, ratably from each account, amounts
necessary to cure such deficiency. Any amounts remaining in the
Designated Revenue Account after the 20th day of each month and not
needed for the foregoing may be released by the Issuer and used for
any lawful purpose.
(D) Whenever moneys in the Reserve Subaccount, together with
the other amounts in the Debt Service Account, are sufficient to
fully pay all Outstanding Bonds in accordance with their terms
(including principal or applicable Redemption Price and interest
thereon), no further deposits or credits to the Debt Service
Account need be made.
The Issuer, in its discretion, may use moneys in the Payment
Subaccount 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.
43
Prior to the close of business on the sixteenth Business Day
(or, if no Reserve Subaccount Letter of Credit or Reserve
Subaccount Insurance Policy is then in place, prior to the close
of business on the fifth Business Day) prior to any date
established for the payment of principal of or Redemption Price,
if applicable, or interest on any Series of Bonds, the Issuer shall
certify to the Paying Agent that sufficient moneys are in the
Payment Subaccount and Term Bonds Redemption Subaccount to make all
payments due on such forthcoming date. The Paying Agent shall be
entitled to verify such certification by examination of any books,
records or other proceedings deemed necessary by the Paying Agent
to effectuate such verification and shall be entitled, at its
request, to receive the certificate described in the preceding
sentence in writing. 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 appropriate account of the Debt Service Account
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.
(E) In the event the Issuer shall issue a Series of Bonds
secured by a Credit Facility, the Issuer may establish separate
subaccounts in the Payment Subaccount and the Term Bonds Redemption
Subaccount to provide for payment of the principal of and interest
on such Series; provided payment from the Pledged Funds of one
Series of Bonds shall not have preference over payment of any other
Series of Bonds. The Issuer may also deposit or credit moneys to
such subaccounts at such other times and in such other amounts from
those provided in Section 4.05(B) as shall be necessary to pay the
principal of and interest on such Bonds as the same shall become
due, all as provided by the Supplemental Resolution authorizing
such Bonds.
In the case of Bonds secured by a Credit Facility, amounts in
the Debt Service Account may be applied as provided in the
applicable Supplemental Resolution to reimburse the Credit Bank for
amounts drawn under such Credit Facility to pay the principal of,
premium, if any, and interest on such Bonds; provided such Credit
Facility shall have no priority over Bondholders or the Insurer
with respect to amounts in the Debt Service Account.
SECTION 4.06. REBATE ACCOUNT. Amounts in the Rebate Account
shall be held in trust by the Issuer and used solely to make
required rebates to the United States (except to the extent the
same may be transferred to the Revenue Account) 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 certificate, dated the date of issuance of the
Series 1992 Bonds, as well as any successor certificate relating
to other Series of Bonds, relating to such Series 1992 Bonds,
including, but not limited to:
44
(A) making a determination in accordance with the Code of the
amount required to be deposited or credited to the Rebate Account;
(B) depositing or crediting the amount determined in clause
(A) above into the Rebate Account;
(C) paying on the dates and in the manner required by the
Code to the United States Treasury from the Rebate Account 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
(D) 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
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. I~VESTME~"~B. The Construction Account, the
Revenue Account, the Designated Revenue Account, the Debt Service
Account, the Operation and Maintenance Account, the Surplus Reserve
Account and the Renewal and Replacement Account 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. The
moneys in the Construction Account, the Revenue Account, the
Designated Revenue Account, Operation and Maintenance Account, the
Payment Subaccount, the Term Bonds Redemption Subaccount, the
Renewal and Replacement Account and the Surplus Reserve Account
shall be invested and reinvested by the Issuer in Authorized
Investments, maturing not later than the dates on which such moneys
will be needed for the purposes of such account or subaccount.
Moneys in the Reserve Subaccount shall be invested in Authorized
Investments, maturing no later than five (5) years from the date
of investment. All investments shall be valued at cost.
Notwithstanding any other provision hereof, all amounts in the
Construction Account or Payment Subaccount representing accrued and
capitalized interest shall be held by the Paying Agent, shall be
pledged solely to the payment of interest on the corresponding
Series of Bonds and shall be invested only in obligations described
in paragraph (A) of the definition of "Authorized Investments" set
forth in Section 1.01 hereof maturing in such times and in such
amounts as are necessary to pay the interest to which they are
pledged. Any and all income received from the investment of moneys
in the accounts and subaccounts established hereunder shall be
deposited or credited upon receipt thereof in the Revenue Account.
Nothing in this Resolution shall prevent any Authorized
Investments acquired as investments of or security for funds held
45
under this Resolution from being issued or held in book-entry form
on the books of the Department of the Treasury of the United
States.
SECTION 4.0S. SEPARATE ACCOUNTS. The moneys required to be
accounted for in each of the foregoing funds, accounts and
subaccounts established herein may be deposited in a single bank
account, and funds allocated to the various funds, accounts and
subaccounts 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, accounts and subaccounts as herein
provided.
The designation and establishment of the various funds,
accounts and subaccounts 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 rather is intended solely
to constitute an earmarking of certain revenues for certain
purposes and to establish certain priorities for application of
such revenues as herein provided.
SECTION 4.09. RELEASE OF ELECTRIC FRANCHISE FEES. The lien
enjoyed by the Bonds on the Electric Franchise Fees may, at the
option of the City, be released and discharged and shall no longer
be considered a part of the ,,Pledged Funds" provided that the
historical collection of the Public Service Taxes received by the
city shall, for each of the immediately preceding three Fiscal
Years, be at least equal to one and one-half times (1.50x) the
Maximum Annual Debt Service on the Bonds which may be Outstanding
at the time. Such release shall be implemented by a resolution
duly adopted by the City Council to that effect after an
independent certified public accountant shall have provided a
certificate to the City stating and illustrating compliance with
the above described earnings test, which certificate shall be a
part of the resolution adopted by the city. Copies of such
proceedings shall be mailed, postage prepaid, to all registered
holders of the Bonds. The city shall not have the right to release
the lien of the Bonds on the Public Service Taxes for any reason
whatsoever so long as any of the Bonds and any interest thereon
shall remain outstanding and unpaid.
46
ARTICLE V
COVENANTS
SECTION 5.01. GENERAL. The Issuer hereby makes the following
covenants, in addition to all other covenants in this Resolution,
with each and every successive Holder of any of the Bonds so long
as any of said Bonds remain Outstanding.
SECTION 5.0Z. OPERATION AND NAINTENANCE. The Issuer will
maintain or cause to be maintained the Facilities and all portions
thereof in good condition and will operate or cause to be operated
the same in an efficient and economical manner, making or causing
to be made such expenditures for equipment and for renewals,
repairs and replacements as may be proper for the economical
operation and maintenance thereof. The Issuer covenants to comply
with all State and federal laws and regulations applicable to its
ownership and operation of the Facilities.
SECTION 5.03. ANNUAL BUDGET. The Issuer shall annually
prepare and adopt, prior to the beginning of each Fiscal Year, an
Annual Budget in accordance with applicable law. No expenditure
for the operation and maintenance of the Facilities shall be made
in any Fiscal Year in excess of the amount provided therefor in the
Annual Budget, (A) without a written finding and recommendation by
an Authorized Issuer officer, which finding and recommendation
shall state in detail the purpose of and necessity for such
increased expenditures, and (B) until the Governing Body shall have
approved such finding and recommendation.
If for any reason the Issuer shall not have adopted the Annual
Budget before the first day of any Fiscal Year, other than the
first Fiscal Year, the Annual Budget for the preceding Fiscal Year,
shall be deemed to be in effect for such Fiscal Year until the
Annual Budget for such Fiscal Year is adopted.
SECTION 5.04 RATES. The Issuer shall fix, establish and
maintain such rates and collect such fees, rates or other charges
for the product, services and facilities of its Facilities, and
revise the same from time to time, whenever necessary, as will
always provide in each Fiscal Year Gross Revenues which at least
equal 100 percent of the Annual Debt Service on all Outstanding
Bonds becoming due in such Fiscal Year plus 100 percent of any
amounts required by the terms hereof to be deposited or credited
to the Operation and Maintenance Account, Renewal and Replacement
Account and the Reserve Subaccount or with any issuer of a Reserve
Subaccount Letter of Credit or Reserve Subaccount Insurance Policy
as a result of a withdrawal from the Reserve Subaccount, or with
respect to any Subordinated Indebtedness. Such rates, fees or
other charges shall not be so reduced so as to be insufficient to
47
provide adequate Net Revenues for the purposes provided therefor
by this Resolution.
SECTION 5.05. BOOKS ~ RECORDS. The Issuer shall keep
books, records and accounts of the revenues and operations of the
Facilities, which shall be kept separate and apart from all other
books, records and accounts of the Issuer, and the Holders of any
Bonds Outstanding or the duly authorized representatives thereof
shall have the right at all reasonable times to inspect all books,
records and accounts of the Issuer relating thereto.
SECTION 5.06. ANNUAL AUDIT. The Issuer shall, immediately
after the close of each Fiscal Year, cause the books, records and
accounts relating to the Facilities to be properly audited by a
recognized independent certified public accountant or firm of
independent certified public accountants, and shall require such
accountants to complete their report of such Annual Audit in
accordance with applicable law. Each Annual Audit shall be in
conformity with generally accepted accounting principles. A copy
of each Annual Audit shall regularly be furnished to any Insurer
and to any Holder of a Bond who shall have furnished his address
to the Clerk and requested in writing that the same be furnished
to him.
SECTION 5.07. NO MORTGAGE OR SALE OF THE FACILITIES. The
Issuer irrevocably covenants, binds and obligates itself not to
sell, lease, encumber or in any manner dispose of the Facilities
as a whole or any substantial part thereof (except as provided
below) until all of the Bonds and all interest thereon shall have
been paid in full or provision for payment has been made in
accordance with Section 9.01 hereof.
The foregoing provision notwithstanding, the Issuer shall have
and hereby reserves the right to sell, lease or otherwise dispose
of any of the property comprising a part of the Facilities in the
following manner, if any one of the following conditions exist:
(A) such property is not necessary for the operation of the
Facilities, (B) such property is not useful in the operation of the
Facilities, (C) such property is not profitable in the operation
of the Facilities, or (D) in the case of a lease of such property,
such lease will be advantageous to the Facilities and will not
adversely affect the security for the Bondholders.
Prior to any such sale, lease or other disposition of said
property: (1) if the amount to be received therefor is not in
excess of one-half of one percent of the value of the fixed assets
of the Facilities at original cost, an Authorized Issuer officer
shall make a finding in writing determining that one or more of the
conditions for sale, lease or disposition of property provided for
in the second paragraph of this Section 5.07 have been met; or (2)
if the amount to be received from such sale, lease or other
disposition of said property shall be in excess of one-half of one
48
percent of the value of the gross plant of the Facilities at
original cost, an Authorized Issuer Officer shall first make a
finding in writing determining that one or more of the conditions
for sale, lease or other disposition of property provided for in
the second paragraph of this section 5.07 have been met, and the
Issuer shall, by resolution, duly adopt, approve and concur in the
finding of the Authorized Issuer officer.
The proceeds from such sale, lease or other disposition shall
be deposited or credited, first, to the Renewal and Replacement
Account to the extent necessary to make the amount therein equal
to the Renewal and Replacement Account Requirement, and, second,
to the Surplus Reserve Account.
The transfer of the Facilities as a whole from the control of
the Governing Body to some other board or authority which may
hereafter be created for such purpose and which constitutes a
governmental entity, obligations issued by which are exempt from
Federal income taxation under Section 103(a) of the Code, shall not
be deemed prohibited by this Section 5.07 and such successor board
or authority shall fall within the definition of "Issuer" in
Section 1.01 hereof, provided that the transferee has the same
payment obligation as the Issuer with respect to the Bonds, from
the same source of revenue.
Notwithstanding the foregoing provisions of this Section 5.07,
the Issuer shall have the authority to sell for fair and reasonable
consideration or to transfer without charge from the Facilities to
another department of the Issuer any land comprising a part of the
Facilities which, based upon the certification of the Authorized
Issuer officer, is no longer necessary or useful in the operation
of the Facilities and the proceeds derived from the sale of such
land shall be disposed of in accordance with the provisions of the
fourth paragraph of this Section 5.07.
The Issuer may make contracts or grant licenses for the
operation of, or grant easements or other rights with respect to,
any part of the Facilities if such contract, license, easement or
right does not impede or restrict the operation by the Issuer of
the Facilities, but any payments to the Issuer under or in
connection with any such contract, license, easement or right in
respect of the Facilities or any part thereof shall constitute
Gross Revenues.
BECTION 5.08. I~SURANCE. The Issuer will carry such
insurance as is ordinarily carried by private or public
corporations owning and operating golf course facilities similar
to the Facilities with a reputable insurance carrier or carriers,
including public liability insurance in such amounts as the Issuer
shall determine to be sufficient and such other insurance against
loss or damage by fire, explosion (including underground
explosion), hurricane, tornado or other hazards and risks, and said
49
property loss or damage insurance shall at all times be in an
amount or amounts equal to the fair appraisal value of the
buildings, properties, furniture, fixtures and equipment of the
Facilities, or such other amount or amounts as the Golf Course
Consultants shall approve as sufficient.
The Issuer may establish certain minimum levels of insurance
for which the Issuer may self-insure. Such minimum levels of
insurance shall be in amounts as recommended in writing by an
insurance consultant who has a favorable reputation and experience
and is qualified to survey risks and to recommend insurance
coverage for Persons engaged in operations similar to the
Facilities.
The proceeds of any such insurance shall be held in the
Construction Account and applied in accordance with the requisition
procedure provided in Section 4.03 hereof to the necessary costs
involved in such repair and replacement and, to the extent not so
applied, shall (together with proceeds of any such use and
occupancy insurance) be deposited or credited to the Revenue
Account as Gross Revenues.
SECTION 5.09. NO FREE SERVICE. The Issuer will not render,
or cause to be rendered, any free services of any nature by its
Facilities or any part thereof, nor will any preferential rates be
established for users of the same class.
SECTION 5.10. NO IMPAIRMENT OF RIGHTS. The Issuer will not
enter into any contract or contracts, nor take any action, the
results of which might impair the rights of the Holders of the
Bonds or which would in any manner impair or adversely affect the
levy or collection of the Designated Revenues.
SECTION 5.11. ENFORCEMENT OF CHARGES. The Issuer shall
compel the prompt payment of rates, fees and charges imposed for
service rendered by the Facilities, and will continue to levy and
collect the Electric Franchise Fees (until released pursuant
hereto) and the Public Services Taxes to the maximum amounts
permitted by law and the Franchise Agreement, as long as any Bonds
are Outstanding hereunder.
SECTION 5.12. 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 liquidity support that
shall enhance the security or the value of such Bonds, provided,
that any such covenants shall not adversely affect the Holders of
any Outstanding 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
5O
Bonds the same as if such covenants were set forth in full in this
Resolution.
SECTION 5.13. GOLF COURSE CONSULTANTS. The Issuer shall from
time to time employ Golf Course Consultants, whose duties shall be
to make any certificates and perform any other acts required or
permitted of the Golf Course Consultants under this Resolution, and
also to review the operation of the Facilities and to make
inspections, reports and recommendations in connection with the
Facilities as requested and as required by the provisions hereof.
SECTION 5.14. MANAGER OF FACILITIES. The Issuer in operating
the Facilities will employ a manager of demonstrated ability.
SECTION 5.15. FEDEP~L INCOME TAXATION COVENANTS.
(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
gross income for purposes of federal income taxation.
(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 other Person shall do any
act or fail to do any act which would cause the interest on such
Series of Bonds to become includable in gross income for purposes
of federal income taxation.
(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 from
gross income of interest on the Bonds for purposes of federal
income taxation, including, in particular, the payment of any
amount required to be rebated to the U.S. Treasury pursuant to the
Code.
(D) 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 interest on any other Bonds theretofore
issued hereunder to be or become subject to federal income
taxation. The covenants set forth in paragraphs (A), (B) and (C)
above shall not apply to any Taxable Bonds.
51
SECTION 5.16.
POLICY.
pAYI(EI~ITS UNDERTHE SER~ES ~992 BOND ~NS~CE
(A) In the event that, on the second Business Day, and again
on the Business Day, prior to the payment date on the Series 1992
Bonds, the Paying Agent has not received sufficient moneys to pay
all principal of and interest on the Series 1992 Bonds due on the
second following or following, as the case may be, Business Day,
the Paying Agent shall immediately notify the Insurer or its
designee on the same Business Day by telephone or telegraph,
confirmed in writing by registered or certified mail, of the amount
of the deficiency.
(B) If the deficiency is made up in whole or in part prior
to or on the payment date, the Paying Agent shall so notify the
Insurer or its designee.
(C) In addition, if the Paying Agent has notice that any
Series 1992 Bondholder has been required to disgorge payments of
principal or interest on the Series 1992 Bonds to a trustee in
Bankruptcy or creditors or others pursuant to a final judgment by
a court of competent jurisdiction that such payment constitutes a
voidable preference to such Series 1992 Bondholders within the
meaning of any applicable bankruptcy laws, then the Paying Agent
shall notify the Insurer or its designee of such fact by telephone
or telegraphic notice, confirmed in writing by registered or
certified mail.
(D) The Paying Agent is hereby irrevocably designated,
appointed, directed and authorized to act as attorney-in-fact for
Holders of the Series 1992 Bonds as follows:
(1) If and to the extent there is a deficiency in
amounts required to pay interest on the Series 1992 Bonds, the
Paying Agent shall (a) execute and deliver to citibank, N.A.,
or its successors under the Policy (the "Insurance Paying
Agent"), in form satisfactory to the Insurance Paying Agent,
an instrument appointing the Insurer as agent for such Holders
in any legal proceeding related to the payment of such
interest and an assignment to the Insurer of the claims for
interest to which such deficiency relates and which are paid
by the Insurer, (b) receive as designee of the respective
Holders (and not as Paying Agent) in accordance with the tenor
of the Policy payment from the Insurance Paying Agent with
respect to the claims for interest so assigned, and (c)
disburse the same to such respective Holders; and
(2) If and to the extent of a deficiency in amounts
required to pay principal of the Series 1992 Bonds, the Paying
Agent shall (a) execute and deliver to the Insurance Paying
Agent in form satisfactory to the Insurance Paying Agent an
instrument appointing the Insurer as agent for such Holder in
52
any legal proceeding relating to the payment of such principal
and an assignment to the Insurer of any of the Series 1992
Bonds surrendered to the Insurance Paying Agent of so much of
the principal amount thereof as has not previously been paid
or for which moneys are not held by the Paying Agent and
available for such payment (but such assignment shall be
delivered only if payment from the Insurance Paying Agent is
received), (b) receive as designee of the respective Holders
(and not as Paying Agent) in accordance with the tenor of the
Policy payment therefor from the Insurance Paying Agent, and
(c) disburse the same to such Holders.
(E) Payments with respect to claims for interest on and
principal of Series 1992 Bonds disbursed by the Paying Agent from
proceeds of the Policy shall not be considered to discharge the
obligation of the Issuer with respect to such Series 1992 Bonds,
and the insurer shall become the owner of such unpaid Series 1992
Bonds and claims for the interest in accordance with the tenor of
the assignment made to it under the provisions of this subsection
or otherwise.
(F) Irrespective of whether any such assignment is executed
and delivered, the Issuer and the paying Agent hereby agree for the
benefit of the Insurer that,
(1) They recognize that to the extent the Insurer makes
payments, directly or indirectly (as by paying through the
Paying Agent), on account of principal of or interest on the
Series 1992 Bonds, the Insurer will be subrogated to the
rights of such Holders to receive the amount of such principal
and interest from the Issuer, with interest thereon as
provided and solely from the sources stated in this Resolution
and Series 1992 Bonds; and
(2) They will accordingly pay to the Insurer the amount
of such principal and interest (including principal and
interest recovered under subparagraph (ii) of the first
paragraph of the Policy, which principal and interest shall
be deemed past due and not to have been paid), with interest
thereon as provided in this Resolution and the Series 1992
Bonds, but only from the sources and in the manner provided
herein for the payment of principal of and interest on the
Series 1992 Bonds to Holders, and will otherwise treat the
Insurer as the owner of such rights to the amount of such
principal and interest.
(G) In connection with the issuance of Additional Bonds, the
Issuer shall deliver to the Insurer a copy of the disclosure
document, if any, circulated with respect to such Additional Bonds.
(H) Copies of any amendments made to the documents executed
in connection with the issuance of the Series 1992 Bonds which are
53
consented to by the Insurer shall be sent to Standard & Poor's
corporation.
(I) The Insurer shall receive notice of the resignation or
removal of the Paying Agent and the appointment of a successor
thereto.
(J) The Insurer shall receive copies of all notices required
to be delivered to Series 1992 Bondholders and, on an annual basis,
copies of the Issuer's audited financial statements and Annual
Budget.
(K) Any notice that is required to be given to a holder of
the Series 1992 Bonds or to the Paying Agent pursuant to this
Resolution shall also be provided to the Insurer. All notices
required to be given to the Insurer under this Resolution shall be
in writing and shall be sent by registered or certified mail
addressed to Municipal Bond Investors Assurance Corporation, 113
King Street, Armonk, New York 10504 Attention: Surveillance.
54
~RTICLE VI
SUBORDINATED INDEBTEDNESS AND
~DDITION~L BONDS
SECTION 6.01. 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 or
the Gross Revenues or voluntarily create or cause to be created
any debt, lien, pledge, assignment, encumbrance 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
payable in whole or in part out of Pledged Funds and which may be
secured by a pledge of Pledged Funds; provided, however, that such
pledge shall be, and shall be expressed to be, subordinated in all
respects to the pledge of the Pledged Funds created by this
Resolution and provided further that the issuance of such
Subordinated Indebtedness shall be subject to any provisions
contained in financing documents securing Outstanding Subordinated
Indebtedness to the extent such provisions impact on the ability
of the Issuer to issue Subordinated Indebtedness. The Issuer shall
have the right to covenant with the holders from time to time of
any Subordinated Indebtedness to add to the conditions, limitations
and restrictions under which any Additional Bonds may be issued
under the provisions of Section 6.02 hereof. The Issuer agrees to
pay promptly any Subordinated Indebtedness as the same shall become
due. Notwithstanding anything contained herein to the contrary,
no Subordinated Indebtedness shall be subject to acceleration upon
an event of default.
SECTION 6.02. ISSUANCE OF ADDITIONAL BONDS. No Additional
Bonds, payable on a parity with the Bonds then Outstanding pursuant
to this Resolution, shall be issued except upon the conditions and
in the manner herein provided. The Issuer may issue one or more
Series of Additional Bonds for any one or more of the following
purposes: (i) financing the Cost of a Project, or the completion
thereof, or (ii) refunding any or all Outstanding Bonds or of any
Subordinated Indebtedness of the Issuer.
No such Additional Bonds shall be issued unless the following
conditions are complied with:
(A) The Issuer shall certify that it is current in all
deposits or credited to the various accounts and subaccounts
established hereby and all payments theretofore required to have
been deposited or credited by it under the provisions of this
Resolution and that no Event of Default shall have occurred and be
continuing.
(B) An independent certified public accountant shall certify
to the Issuer:
(i) that the amount of the Net Revenues received during
any 12 consecutive months selected by the Issuer of the 18
months immediately preceding the issuance of said Additional
Bonds, or alternatively for the Fiscal Year immediately
preceding the date of issuance of such Additional Bonds,
adjusted as hereinafter provided, will be equal to at least
125% of the Maximum Annual Debt Service of the Outstanding
Bonds and the Additional Bonds then proposed to be issued,
plus 100% of the maximum annual debt service for all
Subordinated Indebtedness then outstanding and any amounts
owed to the issuer of a Reserve Subaccount Letter of Credit
or Reserve Subaccount Insurance Policy as a result of a draw
against such Reserve Subaccount Letter of Credit or Reserve
Subaccount Insurance Policy; and
(ii) that the amount of Designated Revenues for the
Fiscal Year immediately preceding the date of issuance of such
Additional Bonds are not less than 150% of the Maximum Annual
Debt Service on all Outstanding Bonds and the Additional Bonds
then proposed to be issued.
The Issuer shall be permitted to issue indebtedness secured
by the Net Revenues (but not the Designated Revenues) on a parity
with the Bonds upon compliance with the provisions of Sections
6.02(A) and 6.02(B) (i) above, taking into account all Outstanding
Bonds and the indebtedness proposed to be issued. The Issuer shall
be permitted, to issue indebtedness secured by the Designated
Revenues (but not the Pledged Revenues) on a parity with the Bonds
upon compliance with the provisions of Sections 6.02(A) and
6.02(B) (ii) above, taking into account all Outstanding Bonds and
the indebtedness proposed to be issued.
(C) For the purpose of determining the Maximum Annual Debt
Service under this Section 6.02, the additional parity Variable
Rate Bonds then proposed to be issued shall be deemed to bear
interest at all times to the maturity thereof at a constant rate
of interest equal to either (1) the rate of interest such
additional parity Variable Rate Bonds shall be assumed to have
borne on the first business day of the calendar month next
preceding the date on which the additional parity Variable Rate
Bonds are to be delivered plus one-half of the difference between
such rate and the Maximum Interest Rate or (2) the actual rate of
interest such Variable Rate Bonds shall be assumed to have borne
on such date of calculation, whichever is higher. The assumed
interest rates for the additional parity Variable Rate Bonds
established pursuant to this paragraph shall be based upon a
written report or opinion to the Issuer of a banking or investment
banking or financial advisory institution knowledgeable in
financial matters relating to the Issuer.
56
(D) For the purpose of determining the Maximum Annual Debt
Service under this Section 6.02, any Variable Rate Bonds shall be
deemed to bear interest at all times to the maturity thereof at a
constant rate of interest equal to either the rate borne by such
Variable Rate Bonds on the date they were issued plus one-half of
the difference between such rate and the Maximum Interest Rate or
the actual rate of interest borne by such Variable Rate Bonds on
such date of calculation, whichever is higher.
(E) For the purpose of this Section 6.02, the phrase
"immediately preceding Fiscal Year or the 12 consecutive months of
the 18 months immediately preceding the issuance of said Additional
Bonds" shall be sometimes referred to as "12 consecutive months."
(F) The Net Revenues calculated pursuant to the foregoing
Section 6.02(B) may be adjusted by the independent certified public
accountant upon the written advice of the Golf Course Consultants,
at the option of the Issuer, as follows (provided that any
adjustment that would produce a decrease in Net Revenues shall be
mandatory and not optional):
(1) If the Issuer, prior to the issuance of the proposed
Additional Bonds, shall have increased the rates, fees or other
charges for the product, services or facilities of the Facilities,
the Net Revenues for the 12 consecutive months shall be adjusted
to show the Net Revenues which would have been derived from the
Facilities in such 12 consecutive months as if such increased
rates, fees or other charges for the product, services or
facilities of the Facilities had been in effect during all of such
12 consecutive months.
(2) If the Issuer shall have acquired or has contracted to
acquire any privately or publicly owned existing golf course
facilities, the cost of which shall be paid from all or part of the
proceeds of the issuance of the proposed Additional Bonds, then the
Net Revenues derived from the Facilities during the 12 consecutive
months immediately preceding the issuance of said Additional Bonds
shall be increased by adding to the Net Revenues for said 12
consecutive months the Net Revenues which would have been derived
from said existing golf course facilities, as if such existing golf
course facilities had been a part of the Facilities during such 12
consecutive months. Such Net Revenues shall, to the extent the
Issuer has increased its rates as described in paragraph (1) above,
be calculated as if such increased rates were in effect as
described in paragraph (1). For the purposes of this paragraph,
the Net Revenues derived from said existing golf course facilities
during such 12 consecutive months shall be adjusted to determine
such Net Revenues by deducting what would have been the Issuer's
costs of operation and maintenance of said existing golf course
facilities (the basis of which is certified by the Golf Course
57
Consultants) as part of the Facilities from the gross revenues of
said facilities.
(3) In the event the Issuer shall be constructing or
acquiring additions, extensions or improvements to the Facilities
from the proceeds of such Additional Bonds (or from other sources)
and shall have established fees, rates or charges to be charged and
collected from users of such facilities when service is rendered,
such Net Revenues may be adjusted by adding thereto the Net
Revenues estimated by the Golf Course Consultants to be derived
during the first 12 months of operation after completion of the
construction or acquisition of said additions, extensions and
improvements from the proposed users of the facilities to be
financed by Additional Bonds together with other funds on hand or
lawfully obtained for such purpose.
(G) 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.
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.
(H) In the event any Additional Bonds are issued for the
purpose of refunding any Bonds then Outstanding, the conditions of
Section 6.02(B) 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 Outstanding Bonds
becoming due in the current Fiscal Year and all subsequent Fiscal
Years. The conditions of Section 6.02(B) 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.
(I) In the event that the total amount of Series 1992 Bonds
herein authorized to be issued are not issued simultaneously, such
Series 1992 Bonds which are subsequently issued shall be subject
to the conditions of Section 6.02(B).
(J) For purposes of making a draw against any Reserve
Subaccount Letter of Credit, the Issuer's obligation to reinstate
the Reserve Subaccount Letter of Credit shall not be subject to the
Additional Bonds test set forth in the Resolution.
SECTION 6.03. BOND ANTICIP&TION 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
58
inconsistent with this Resolution, as shall be provided by
Supplemental Resolution of the Issuer.
SECTION 6.04. ACCESSION OF SUBORDINATED INDEBTEDNESS TO
PARITY STATUS WITH BONDS. The Issuer may provide for the accession
of Subordinated Indebtedness to the status of complete parity with
the Bonds, if (A) the Issuer shall meet all the requirements
imposed upon the issuance of Additional Bonds by Sections 6.02(A)
and (B) hereof, assuming for purposes of said requirements, that
such Subordinated Indebtedness shall be Additional Bonds, (B) the
facilities financed by such Subordinated Indebtedness shall be, or
become part of, the Facilities, and (C) a subaccount in the Reserve
Subaccount is established, upon such accession, which shall contain
an amount equal to the Reserve Subaccount Requirement in accordance
with Section 4.05(B) (4) hereof. If the aforementioned conditions
are satisfied, the Subordinated Indebtedness 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.
59
~RTICLE VII
DEFAULTS ~ND REMEDIES
SECTION 7.01. EVENTS OF DEFAULT. The following events shall
each constitute an "Event of Default":
(A) Default shall be made by the Issuer in the payment of
the principal of, Amortization Installment, redemption premium or
interest on any Bond when due; provided however, that no effect
shall be given to payments made under a Bond insurance Policy.
(B) There shall 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 30 days after written notice of such default shall
have been received from the Holders of not less than 25 percent of
the aggregate principal amount of Bonds Outstanding or the Insurer
of such amount of Bonds. Notwithstanding the foregoing, the Issuer
shall not be deemed to be in default hereunder if such default can
be cured within a reasonable period of time and if the Issuer in
good faith institutes appropriate curative action and diligently
pursues such action until default has been corrected; provided
however, that if such default is not cured within 60 days, it shall
become an Event of Default.
SECTION 7.02. REMEDIES. Any Holder of Bonds issued under
the provisions of this 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 of Florida, or granted and contained in this
Resolution, 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.
60
The Holder or Holders of Bonds in an aggregate principal
amount of not less than 25 percent of the Bonds then Outstanding
may by a duly executed certificate 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 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 25 percent in 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 such 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 first trustee
hereunder, no further trustees may be appointed; however, the
Holders of a majority in aggregate principal amount of all the
Bonds then Outstanding may remove the trustee initially appointed
and appoint a successor and subsequent successors at any time.
If any remedial action is discontinued or abandoned, the
Bondholders and Insurers shall be restored to their respective
positions held prior to commencement of such remedial action.
SECTION 7.03. DIRECTIONS TO TRUSTEE AS TO REMEDIAL
PROCEEDINGS. The Holders of a majority in principal amount of the
Bonds then Outstanding (or any Insurer insuring 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 with respect to the Series of
Bonds owned by such Holders or insured by such Insurer, 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 direction which in the opinion of
the trustee would be unjustly prejudicial to Holders of Bonds not
parties to such direction.
SECTION 7.04. 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 7.05. 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 7.02 to the Bondholders may
61
be exercised from time to time, and as often as may be deemed
expedient.
SECTION 7.06. APPLICATION 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 all Pledged Funds (except for amounts in the subaccounts of
the Reserve Subaccount which shall be applied to the payment of the
Series of Bonds for which they were established) 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 and Registrar
hereunder;
B. To the payment of the amounts required for reasonable
and necessary Operating Expenses, and for the reasonable renewals,
repairs and replacements of the Facilities necessary to prevent
loss of Gross Revenues, as certified by the Golf Course
Consultants;
C. To the payment of the interest and principal or
Redemption Price, if applicable, then due on the Bonds, as follows:
(1) Unless the principal of all the Bonds shall have become
due and payable, all such moneys shall be applied:
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
preference;
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 are held pursuant to the
provisions of section 9.01 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
62
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 principal 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.
In the event a Reserve Subaccount Insurance Policy or Reserve
Subaccount Letter of Credit provider shall fail to honor its
commitment in respect of a Series of Bonds, the Pledged Funds shall
be allocated on a pro rata basis by and among each Series of Bonds
Outstanding without regard to the availability of (i) monies in
the remaining reserve subaccounts or (ii) Reserve Subaccount
Insurance Policies or Reserve Subaccount Letters of Credit issued
in respect of the remaining reserve subaccounts.
SECTION 7.07. CONTROL BY INSURER. Upon the occurrence and
continuance of an Event of Default or any event which with notice
or the lapse of time or both would become an Event of Default, an
Insurer, if such Insurer shall have honored all of its payment
obligations under its Bond Insurance Policy, shall be entitled to
direct and control the enforcement of all right and remedies with
respect to the Bonds it shall insure and, except for the provision
of notice to the Bondholders, shall be deemed to be the sole holder
of the Bonds insured by its Bond Insurance Policy.
63
~%RTICLE VIII
SUPPLEMENT~,L RESOLUTIONS
SECTION 8.01. SUPPLEMENT~%L RESOLUTION WITHOUT BONDHOLDERS'
CONSENT. The Issuer, from time to time and at any time, may adopt
such Supplemental Resolutions without the consent of the
Bondholders, but with the prior written consent of each Insurer of
Bonds which are Outstanding at the time such Supplemental
Resolution (which Supplemental Resolution shall thereafter form a
part hereof) for any of the following purposes:
(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.
(D) 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 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 at any time prior to the first
delivery of such Bonds.
(F) To authorize Additional Projects or to change or modify
the description of any Project.
(G) To specify and determine matters necessary or desirable
for the issuance of Variable Rate Bonds or Capital Appreciation
Bonds.
(H) To provide for the establishment of a subaccount in the
Reserve Subaccount which shall equally and ratably secure more than
one Series of Bonds issued hereunder; provided the establishment
of such subaccount shall not materially adversely affect the
security of any Outstanding Bonds.
64
(I) To make any other change that, in the opinion of the
Issuer, would not materially adversely affect the security for the
Bonds. In making such determination, the Issuer shall not take
into consideration any Bond Insurance Policy.
SECTION 8.02. SUPPLEMENTAL RESOLUTION WITH BONDHOLDERS' AND
INSURER'S CONSENT. Subject to the terms and provisions contained
in this Section 8.02 and Section 8.01 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 Issuer for the purpose of
supplementing, modifying, altering, amending, adding to or
rescinding, in any particular, any of the 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 specified series or maturity remain
Outstanding, 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 8.02. Any Supplemental Resolution which is adopted in
accordance with the provisions of this Section 8.02 shall also
require the prior written consent of each Insurer of 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, (B) 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, (D) a preference or priority of any Bond or Bonds
over any other Bond or Bonds, or (E) a reduction in the aggregate
principal amount of the Bonds required for consent to such
Supplemental Resolution. Nothing contained in this Section 8.02,
however, shall be construed as making necessary the approval by
Bondholders of the adoption of any Supplemental Resolution as
authorized in Section 8.01 hereof.
If at any time the Issuer shall determine that it is necessary
or desirable to adopt any Supplemental Resolution pursuant to this
Section 8.02, 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 their addresses as they appear on the
registration books. Such notice shall briefly set forth the nature
of the proposed Supplemental Resolution and shall state that copies
thereof are on file at the offices 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
65
failure to cause the notice required by this Section 8.02 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 8.02.
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 principal 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 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 8.02, 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 of Bonds then Outstanding shall
thereafter be determined, exercised and enforced in all respects
under the provisions of this Resolution as so modified and amended.
SECTION 8.03. AMENDMENT WITH CONSENT OF INSURER ONLY. If
all of the Bonds Outstanding hereunder are insured as to payment
of principal and interest by an Insurer or insurers, the Issuer
may enact one or more Supplemental Resolutions amending all or any
part of Articles I, IV, V, VI and VII hereof with the written
consent of said Insurer or Insurers and the acknowledgment by said
Insurer or Insurers that its insurance or guaranty policy will
remain in full force and effect; provided, however, that such
amendment shall not have any adverse affect on the Holders of any
Bonds Outstanding. The consent of the Holders of any Bonds shall
not be necessary. The foregoing right of amendment, however, does
not apply to any amendment with respect to the exclusion, if
applicable, of interest on said Bonds from gross income of the
holder 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. Upon filing with the
66
Clerk of evidence of such consent of the Insurer or Insurers as
aforesaid, the Issuer may adopt such Supplemental Resolution.
Copies of any Supplemental Resolution proposed to be adopted
pursuant to this Section 8.03 shall be provided to Moody's and
standard and Poor's at least 15 days prior to its adoption. 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 8.02 hereof.
SECTION 8.04. TRANSCRIPT OF DOCUMENTS TO INSURERS. The
Issuer shall provide each Insurer of Bonds which are Outstanding
at the time any Supplemental Resolution is adopted with a complete
transcript of all proceedings relating to the execution of any
Supplemental Resolution.
67
ARTICLE IX
H~SCELL~,~EOUS
SECTION 9.01. DEFEASANCE. If (i) 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, (ii) the Issuer
shall pay all amounts owing to any issuer of any Reserve Subaccount
Letter of Credit or Reserve Subaccount Insurance Policy and all
amounts owing to any Insurer, and (iii) all provisions regarding
any amounts to be rebated to the United States government have been
complied with, then the pledge of the Pledged Funds, 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. In such event, the Paying Agents
shall pay over or deliver to the Issuer all money or securities
held by them pursuant to the 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 9.01 if (A) in case any such Bonds are 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 Refunding Securities certified by an
independent nationally recognized certified public accountant to
be in such amount that the principal of and 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 applicable, 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. Except as hereafter provided, neither the Refunding
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 or Redemption Price, if applicable, or
interest on said Refunding Securities 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 the Bonds for
the payment or redemption of which they were deposited and the
interest accruing thereon to the date of maturity or redemption;
provided, however, the Issuer may substitute new Refunding
68
Securities and moneys for the deposited Refunding Securities and
moneys if the new Refunding Securities and moneys are sufficient,
based upon the certification of an independent certified public
accountant, to pay the principal of or Redemption Price, if
applicable, and interest on the refunded 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 Refunding Securities and moneys, if any, in accordance
with this Section 9.01, the interest 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
specified Refunding Securities on deposit for the payment of
interest on such Variable Rate 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 is in order to satisfy this
Section 9.01, such excess shall be paid to the 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 9.01 are
not by their terms subject to redemption within the next succeeding
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
9.01 of moneys or Refunding Securities has been made and said Bonds
are deemed to be paid in accordance with the provisions of this
Section 9.01 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 shall be paid by an
Insurer or Insurers, such Bonds shall remain Outstanding, shall
not be defeased and shall not be considered paid by the Issuer,
and the pledge of the Pledged Funds and all covenants, agreements
and other obligations of the Issuer to the Bondholders shall
continue to exist and such Insurer or Insurers shall be subrogated
to the rights of such Bondholders.
SECTION 9.02. CAPITAL APPRECIATION BONDS. For the purposes
of (A) receiving payment of the Redemption Price if a capital
69
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.
SECTION 9.03. 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 be consistent
with the provisions of the Act, the requirements of this Resolution
and other applicable provisions of law.
SECTION 9.04. SEVERABILITY OF INVALID PROVISIONS. If any
one or more of the covenants, agreements or provisions of this
Resolution shall be held contrary to any express provision of law
or contrary to the policy of express law, though not expressly
prohibited, or against public policy, or shall for any reason
whatsoever be held invalid, then such covenants, agreements or
provisions shall be null and void and shall be deemed separable
from the remaining covenants, agreements 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 9.05. VALIDATION AUTHORIZED. To the extent deemed
necessary by.Bond Counsel or desirable by Counsel for the Issuer,
the Counsel for the Issuer is authorized to institute appropriate
proceedings for validation of the Bonds herein authorized pursuant
to Chapter 75, Florida Statutes.
SECTION 9.06. EFFECTIVE DATE. This Resolution shall take
effect immediately upon its adoption.
ADOPTED this 12th day of February, 1992.
CITY OF SEBASTIAN, FLORIDA
.~,~ATTz~ST:
cierk ~ ' ~
Mayor
Approve Content:
city a~0rney
7O
EXH?B?T A
Construction and acquisition of a swimming pool at the
Facilities, together with renovation of the existing clubhouse and
pro shop.
A-1
,
\ .J ~
.
SCHEDULE A
XNXTXAL ESCROW SECURXTXES
, ~
,-: '" "...
-.
Date
.
" .
SCHEDULE B
REFUNDED BONDS
Principal
Interest
Total