HomeMy WebLinkAboutR-03-47RESOLUTION NO. R-03-47
RESOLUTION OF CITY COUNCIL OF THE CITY OF
SEBASTIAN, FLORIDA AMENDING AND
SUPPI,EMENTING RESOLUTION NO. R-03-08 OF THE
CITY; AUTHORIZING THE ISSUANCE OF NOT TO
EXCEED $2,125,000 IN AGGREGATE PRINCIPAL
AMOUNT OF INFRASTRUCTURE SALES SURTAX
REVENUE BONDS, SERIES 2003A IN ORDER TO
FINANCE THE CONSTRUCTION OF CERTAIN CAPITAL
IMPROVEMENTS IN AND FOR THE CITY, TOGETHER
WITH CAPITALIZED INTEREST, IF ANY, AND CERTAIN
COSTS ASSOCIATED THEREWITH; PROVIDING FOR
THE RIGHTS OF THE HOLDERS OF SUCH BONDS;
PROVIDING FOR PAYMENT OF PRINCIPAL OF,
PREMIUM, IF ANY, AND INTEREST ON SUCH BONDS;
MAKING CERTAIN OTHER COVENANTS AND
AGREEMENTS IN CONNECTION WITH THE ISSUANCE
OF SUCH BONDS; PROVIDING CERTAIN TERMS AND
DETAILS OF SUCH BONDS, INCLUDING AUTHORIZING
A NEGOTIATED SALE OF SAID BONDS AND THE
EXECUTION AND DELIVERY OF A BOND PURCHASE
CONTRACT WITH RESPECT THERETO;
ESTABLISHING A BOOK-ENTRY SYSTEM OF
REGISTRATION FOR THE BONDS; APPOINTING THE
PAYING AGENT AND REGISTRAR WITH RESPECT TO
SAID BONDS; AUTHORIZING THE USE OF A
PRELIMINARY OFFICIAL STATEMENT AND THE
EXECUTION AND DELIVERY OF A FINAL OFFICIAL
STATEMENT WITH RESPECT THERETO;
AUTHORIZING THE CITY MANAGER TO TAKE
CERTAIN ACTIONS AND TO EXECUTE AND DELIVER
CERTAIN DOCUMENTS; PROVIDING FOR
SEVERABILITY; AND PROVIDING AN EFFECTIVE
DATE.
BE IT RESOLVED BY CITY COUNCIL OF THE CITY OF SEBASTIAN, FLORIDA,
as follows:
SECTION 1. DEFINITIONS. When used in this Supplemental Resolution, the terms
defined in the Authorizing Resolution (herein defined) shall have the meanings therein stated,
except as such definitions may be hereinafter amended or defined.
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SECTION 2. FINDINGS. It is hereby found and determined that:
(a) On March 26, 2003, the City Council (the "City Council") of the City of
Sebastian, Florida (the "Issuer") duly adopted Resolution No. R-03-08 (the "Authorizing
Resolution"), for the purposes described therein, authorizing, among other things, the issuance of
certain Infrastructure Sales Surtax Revenue Bonds of the Issuer. The Authorizing Resolution, as
further amended and supplemented hereby, is referred to herein as the "Resolution."
(b) The Issuer hereby determines it to be in the best interests of the Issuer and its
residents to issue the Series 2003A Bonds pursuant to the terms of the Resolution in order to
acquire and construct certain capital improvements as described in EXHIBIT D attached hereto
(the "Series 2003A Project").
(c) Due to the present volatility of the market for tax-exempt obligations such as the
Series 2003 A Bonds and the complexity of the transactions relating to such Series 2003A Bonds,
it is in the best interest of the Issuer to sell the Series 2003 A Bonds by a negotiated sale, allowing
the Issuer to enter the market at the most advantageous time, rather than at a specified advertised
date, thereby permitting the Issuer to obtain the best possible price and interest rate for the Series
2003A Bonds.
(d) Kirkpatrick Pettis (the "Underwriter") has offered to purchase the entire principal
amount of the Series 2003 A Bonds from the Issuer and has submitted a Bond Purchase Contract,
the form of which is attached hereto as EXHIBIT A (the "Purchase Contract") expressing the
terms and conditions of such offer, and the Issuer does hereby find and determine that it is in the
best financial interest of the Issuer and its residents that the terms expressed in the Purchase
Contract be accepted by the Issuer, subject, however, to the conditions for award set forth in
Section6 hereof.
(e) Inasmuch as the City Council desires to sell the Series 2003A Bonds at the most
advantageous time and not wait for a scheduled City Council meeting, so long as the herein
described parameters are met, the Issuer hereby determines to delegate the award and sale of the
Series 2003A Bonds to the City Manager within such parameters.
(f) The Issuer hereby certifies that it is not in default in performing any of the
covenants and obligations assumed under the Resolution and all of the covenants contained in
the Resolution shall apply to the Series 2003A Bonds.
(g) The Series 2003A Project is of the nature and type that is beneficial to, or
available to, all of the citizens of the Issuer.
(h) The Resolution provides that the Series 2003A Bonds shall mature on such dates
and in such amounts, shall bear interest at such rates, shall be payable in such places and shall be
subject to such redemption provisions as shall be determined by Supplemental Resolution
adopted by the Issuer; and it is now appropriate that the Issuer set forth the parameters and
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mechanism to determine such terms and details, which terms and details shall be set forth in the
hereinafter defined Purchase Contract.
(0 The principal of and interest on the Series 2003A Bonds and all required sinking
fund, reserve and other payments shall be limited obligations of the Issuer, payable solely from
the Pledged Funds (as defined in the Resolution) on parity in all respects with the City's
outstanding Series 2003 Bonds and any Additional Bonds that may be subsequently issued
pursuant to the Resolution, all to the extent provided in the Resolution. The Series 2003A Bonds
shall not constitute a general obligation, or a pledge of the faith, credit or taxing power of the
Issuer, the State of Florida, or any political subdivision thereof, within the meaning of any
constitutional or statutory provisions. Neither the State of Florida, nor any political subdivision
thereof, nor tke Issuer shall be obligated (i) to exercise its ad valorem taxing power in any form
on any real or personal property of or in the Issuer to pay the principal of the Series 2003A
Bonds, the interest thereon, or other costs incidental thereto or (ii) to pay the same from any
other funds of the Issuer except from the Pledged Funds, in the manner provided in the
Resolution.
SECTION 3. AUTHORITY FOR THIS 9JPPLEMENTAL RESOLUTION. This
Supplemental Resolution is adopted pursuant to the provisions of the Act, the Authorizing
Resolution and other applicable provisions of law. Pursuant to the Resolution, the Series 2003A
Bonds shall constitute Additional Bonds.
SECTION 4. AUTHORIZATION OF THE SERIES 2003A PROJECT. The Issuer
hereby authorizes the acquisition and construction of the Series 2003A Project and, upon the
satisfaction in all respects of the conditions set forth in Section6 hereof, the financing thereof
with proceeds of the Series 2003A Bonds.
SECTION 5. AUTHORIZATION AND DESCRIPTION OF THE SERIES 2003A
BONDS. The Issuer hereby authorizes the issuance of a Series of Bonds in the aggregate
principal amount of not exceeding $2,125,000 to be known as the "City of Sebastian, Florida
Infrastructure Sales Surtax Revenue Bonds, Series 2003A", which Series 2003A Bonds are
issued for the principal purpose of financing the Costs of the acquisition and construction of the
Series 2003A Project. Pursuant to the Resolution, the Series 2003A Bonds shall constitute
Additional Bonds. The aggregate principal amount of the Series 2003A Bonds to be issued
pursuant to the Resolution shall be determined by the City Manager provided such aggregate
principal amount does not exceed $2,125,000. The Series 2003A Bonds shall be dated as of
November 1, 2003 or such other date as the City Manager may determine, shall be issued in the
form of fully registered Bonds in the denomination of $5,000 or any integral multiple thereof,
shall be numbered consecutively from one upward in order of maturity preceded by the letter
"R", shall bear interest from the dated date determined therefor, payable semi-annually, on
April 1 and October 1 of each year (the "Interest Paymert Date"), commencing on April 1,
2004 or such other date as may be determined by the City Manager.
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The principal of, or Redemption Price, as applicable, of the Series 2003A Bonds, shall be
payable at the designated corporate trust office of Bank One Trust Company, National
Association, Jacksonville, Florida, or its successors and assigns, as Paying Agent, upon
presentation, when due, of the Series 2003A Bonds. Payment of interest on the Series 2003A
Bonds shall be made to the owner thereof and shall be paid by check or draft of Bank One Trust
Company, National Association, Jacksonville, Florida, or its successors and assigns, as Paying
Agent to the Holder in whose name the Series 2003A Bond is registered at the close of business
on the 15th day of the calendar month (whether or not a business day) next preceding the Interest
Payment Date, or, at the option of the Paying Agent, and at the request and expense of such
Holder, by bank wire transfer for the account of such Holder. All payments shall be made in
accordance with and pursuant to the terms of the Resolution and the Series 2003A Bonds and
shall be payable in any coin and currency of the United States of America which, at the time of
payment, is legal tender for the payment of public or private debts.
The Series 2003A Bonds shall bear interest at such rates and yields, shall mature on
April 1 of each of the years and in the principal amounts corresponding to such years, and shall
have such redemption provisions as determined by the City Manager subject to the conditions set
forth in Section6 hereof. All of the terms of the Series 2003A Bonds will be included in a
Purchase Contract which shall be in substantially the form attached hereto and made a part
hereof as EXHIBIT A (the "Purchase Contract"). The City Manager is hereby authorized to
execute the Purchase Contract in substantially the form attached hereto as EXHIBIT A with such
modifications as he deems appropriate upon satisfaction of the conditions described in
Section 6 hereof. Execution of the Purchase Contract by the City Manager shall be conclusive
evidence of approval of the terms and details of the Series 2003A Bonds and any modifications
to the Purchase Contract provided therein.
SECTION 6. CONDITIONS TO EXECUTION OF PURCHASE CONTRACT.
The Purchase Contract shall not be executed by the City Manager until such time as all of the
following conditions have been satisfied:
(a) Receipt by the City Manager of a written offer to purchase the Series 2003A
Bonds by the Underwriter substantially in the form of the Purchase Contract attached hereto as
EXHIBIT A, said offer to provide for or demomtrate, among other things, (i) not exceeding
$2,125,000 initial aggregate principal amount of Series 2003A Bonds, (ii)an underwriting
discount (including management fee and expenses) not in excess of one-percent (1%) of the par
amount of Series 2003A Bonds, (iii) a tree interest cost for the Series 2003A Bonds of not more
than five point six percent (5.6%) per annum, and (iv) the maturities of the Series 2003A Bonds,
with the final maturity being not later than April 1, 2018.
(b) Receipt by the City Manager of a disclosure statement and a troth-in-bonding
statement of the Underwriter dated the date of the Purchase Contract and complying with
Section 218.385, Florida Statutes.
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(c) Receipt by the City Manager of a good faith deposit from the Underwriter in an
amount not less than 1% of the par amount of the Series 2003A Bonds in accordance with the
Purchase Contract.
Upon satisfaction of all the requirements set forth in this Section6, the City Manager is
authorized to execute and deliver the Purchase Contract containing terms complying with the
provisions of this Section 6.
SECTION 7. REDEMPTION PROVISIONS FOR SERIES 2003A BONDS. The
Series 2003A Bonds may be redeemed prior to their respective maturities from any moneys
legally available therefor, upon notice as provided in the Resolution, upon the terms and
provisions as determined by the City Manager and set forth in the Purchase Contract subject to
the conditions contained in Section 6 hereof.
Notwithstanding any provision herein to the contrary, in lieu of an optional redemption
and cancellation of Bonds subject to optional redemption, if the Issuer provides the Holders of
such Bonds with a notice to redeem such Bonds on an optional redemption date, the Issuer may
contract with a third party to remarket Bonds called for optional redemption as non-callable
Bonds for the principal purpose of providing funds to effect such optional redemption. Under
such circumstances, such Bonds will not be cancelled upon surrender but will be remarketed to
mature in accordance with their existing maturity schedule (any term bonds may be converted to
serial bonds) and bearing interest at the same rates but without the option of prior optional
redemption by the Issuer. Action undertaken by the Issuer pursuant to this provision shall be
deemed to be a purchase in lieu of redemption notwithstanding the mailing of a notice of
optional redemption. For purposes of tl'e Resolution, Bonds which are purchased and
remarketed pursuant to the terms of this provision shall be deemed to be and remain Outstanding
at all times.
SECTION 8. FULL BOOK-ENTRY. The Series 2003A Bonds shall be initially issued
in the form of a separate single certificated fully registered Series 2003A Bond for each of the
maturities of the Series 2003A Bonds. Upon initial issuance, the ownership of each such Bond
shall be registered in the registration books kept by the Registrar in the name of Cede & Co., as
nominee of The Depository Trust Company ("DTC"). As long as the Series 2003A Bonds are
registered in the name of Cede & Co., all of the Outstanding Series 2003A Bonds shall be
registered in the registration books kept by the Registrar in the name of Cede & Co., all
payments of principal on the Series 2003A Bonds shall be made by the Paying Agent by check
or draft or by bank wire transfer to Cede & Co., as Holder of the Series 2003A Bonds, upon
presentation of the Series 2003A Bonds to be paid, to the Paying Agent.
With respect to Series 2003A Bonds registered in the registration books kept by the
Registrar in the name of Cede & Co., as nominee of DTC, the Issuer, the Registrar and the
Paying Agent shall have no responsibility or obligation to any direct or indirect participant in the
DTC book-entry program (the "Participants"). Without limiting the immediately preceding
sentence, the Issuer, the Registrar and the Paying Agent shall have no responsibility or obligation
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with respect to (a)the accuracy of the records of DTC, Cede & Co. or any Participant with
respect to any ownership interest on the Series 2003A Bonds, (b) the delivery to any Participant
or any other Person other than a Bondholder, as shown in the registration books kept by the
Registrar, of any notice with respect to the Series 2003A Bonds, including any notice of
redemption, or (c) the payment to any Participant or any other Person, other than a Bondholder,
as shown in the registration books kept by the Registrar, of any amount with respect to principal
of, Redemption Price, if any, or interest on the Series 2003A Bonds. The Issuer, the Registrar
and the Paying Agent may treat and consider the Person in whose name each Series 2003A Bond
is registered in the registration books kept by the Registrar as the Holder and absolute owner of
such Bond for the purpose of payment of principal, Redemption Price, if any, and interest with
respect to such Bond, for the purpose of giving notices of redemption and other matters with
respect to such Bond, for the purpose of registering transfers with respect to such Bond, and for
all other purposes whatsoever. The Paying Agent shall pay all principal of, Redemption Price, if
any, and interest on the Series 2003A Bonds only to or upon the order of the respective Holders,
as shown in the registration books kept by the Registrar, or their respective attorneys duly
authorized in writing, as provided herein and all such payments shall be valid and effective to
fully satisfy and discharge the Issuer's obligations with respect to payment of principal of,
Redemption Price, if any, and interest on the Series 2003A Bonds to the extent of the sum or
sums so paid. No Person other than a Holder, as shown in the registration books l~pt by the
Registrar, shall receive a certificated Bond evidencing the obligation of the Issuer to make
payments of principal, Redemption Price, if any, and interest pursuant to the provisions of the
Resolution. Upon delivery by DTC to the Issuer of written notice to the effect that DTC has
determined to substitute a new nominee in place of Cede & Co., and subject to the provisions in
the Resolution with respect to transfers during the 15 days next preceding an Interest Date or first
mailing of a notice of redemption, the words "Cede & Co." in this Supplemental Resolution shall
refer to such new nominee of DTC; and upon receipt of such notice, the Issuer shall promptly
deliver a copy of the same to the Registrar and the Paying Agent.
Upon (a)receipt by the Issuer of written notice from DTC (i)to the effect that a
continuation of the requirement that all of the outstanding Series 2003A Bonds be registered in
the registration books kept by the Registrar in the name of Cede & Co., as nominee of DTC, is
not in the best interest of the beneficial owners of the Series 2003A Bonds or (ii)to the effect
that DTC is unable or unwilling to discharge its responsibilities and no substitute depository
willing to undertake the functions of DTC hereunder can be found which is willing and able to
undertake such functions upon reasonable and customary terms, or {~)determination by the
Issuer that such book-entry only system is burdensome or undesirable to the Issuer, the Series
2003A Bonds shall no longer be restricted to being registered in the registration books kept by
the Registrar in the name of Cede & Co., as nominee of DTC, but may be registered in whatever
name or names Holders shall designate, in accordance with the provisions of the Resolution. In
such event, tie Issuer shall issue and the Registrar shall authenticate, transfer and exchange the
Series 2003A Bonds of like principal amount and maturity, in denominations of $5,000 or any
integral multiple thereof to the Holders thereof. The foregoing notwithstanding, until such time
as participation in the book-entry only system is discontinued, the provisions set forth in the
Blanket Issuer Letter of Representations previously executed by the Issuer and delivered to DTC
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shall apply to the payment of principal of, lxemium, if any, and interest on the Series 2003A
Bonds.
SECTION 9. APPLICATION OF SERIES 2003A BOND PROCEEDS. The
proceeds derived from the sale of the Series 2003A Bonds shall be applied by the Issuer as
follows:
(a) An amount equal to the accrued interest, if any, and capitalized interest, if any, on
the Series 2003A Bonds shall be deposited to the Payment Account of the Debt Service Fund and
shall be used to pay a portion of the interest on the Series 2003A Bonds.
(b) A sufficient amount of the Series 2003A Bond proceeds shall be applied to the
payment of the premium for any municipal bond insurance policy applicable to the Series 2003A
Bonds and to the payment of costs and expenses relating to the issuance of the Series 2003A
Bonds.
(c) An amount of the Series 2003A Bond proceeds shall be used to pay the premium
of the Reserve Account Insurance Policy approved pursuant to Section 17 hereof.
(d) The remainder of the proceeds of the Series 2003A Bonds shall be deposited to
the Series 2003A Project Account of the Construction Fund created pursuant to
Section 16 hereof, and applied to pay the Costs of the Series 2003A Project.
SECTION 10. PRELIMINARY OFFICIAL STATEMENT. The Issuer hereby
authorizes the distribution and use of the Preliminary Official Statement in substantially the form
attached hereto as EXHIBIT B in connection with the offering of the Series 2003A Bonds for
sale. If between the date hereof and the mailing of the Preliminary Official Statement, it is
necessary to make insertiom, modifications or changes in the Preliminary Official Statement, the
City Manager, upon the advice of the City Attorney and the Issuer's Disclosure Counsel, is
hereby authorized to approve such insertions, changes and modifications. The City Manager,
upon the advice of the City Attorney and the Issuer's Disclosure Counsel, is hereby authorized to
deem the Preliminary Official Statement "final" within the meaning of Rule 15c2-12(b)(1) under
the Securities Exchange Act of 1934 in the form as mailed. Execution ora certificate by the City
Manager deeming the Preliminary Official Statement "final" as described above shall be
conclusive evidence of the approval of any insertions, changes or modifications.
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SECTION 11. OFFICIAL STATEMENT. Subject in all respects to the satisfaction of
the conditions set forth in Section6 hereof, the form, terms and provisions of the final Official
Statement relating to the Series 2003A Bonds shall be substantially as set forth in the
Preliminary Official Statement and shall include all of the specific financial terms of the Series
2003A Bonds; provided, however, the Official Statement shall not be prepared or distributed
unless the conditions set forth in Section6 hereof have been satisfied in all respects. Subject in
all respects to the satisfaction of the conditions set forth in Section6 hereof, the City Manager is
hereby authorized and directed to execute and deliver said Official Statement in the name and on
behalf of the Issuer, and thereupon to cause such Official Statement to be delivered to the
Underwriter with such changes, amendments, modifications, omissions and additions as may be
approved by the City Manager, upon the advice of the City Attorney and the Issuer's Disclosure
Counsel. Said Official Statement, including any such changes, amendments, modifications,
omissions and additions as approved by the City Manager and the information contained therein
are hereby authorized to be used in connection with the sale of the Series 2003A Bonds to the
public. Execution by the City Manager of the Official Statement shall be deemed to be
conclusive evidence of approval of such changes.
SECTION 12. APPOINTMENT OF REGISTRAR AND PAYING
AGENT. Subject in all respects to the satisfaction of the conditions set forth in Section6 hereof,
Bank One Trust Company, National Association, and its successors and assigns, is hereby
appointed Registrar and Paying Agent for the Series 2003A Bonds. The City Manager is hereby
authorized to enter into any agreement which may be necessary to effect the transactions
contemplated by this Section 12 and by the Authorizing Resolution.
SECTION 13. MUNICIPAL BOND INSURANCE. Subject in all respects to the
satisfaction of the conditions set forth in Section6 hereof, the Issuer hereby autlx)rizes the
payment of the principal of and interest on the Series 2003A Bonds to be insured pursuant to the
financial guaranty insurance policy (the "Bond Insurance Policy") that insures the payment when
due of the principal of and interest on the Series 2003A Bonds as provided therein issued by
AMBAC Assurance Corporation ("Ambac Assurance"), a Wisconsin domiciled stock insurance
corporation. The City Manager and the Clerk are hereby authorized to execute such documents
and instruments necessary to cause Ambac Assurance to insure the Series 2003A Bonds. With
respect to the Series 2003A Bonds, Ambac Assurance shall be deemed to be the "Insurer" as
such term is used and defined in the Resolution.
SECTION 14. PROVISIONS RELATING TO BOND INSURANCE POLICY. So
long as the Bond Insurance Policy issued by Ambac Assurance is in full force and effect and any
Ambac Assurance has not defaulted in its payment obligations under the Bond Insurance Policy,
the Issuer agrees to comply with the following provisions, notwithstanding any provision in the
Resolution to the contrary:
(A) Notices to be given to Ambac Assurance. The Issuer or the Paying Agent shall
furnish to Ambac Assurance (to the attention of the Surveillance Department, unless otherwise
indicated):
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(0 as soon as practicable after the filing thereof, a copy of any financial
statement of the Issuer and a copy of any audit and annual report of the Issuer;
(ii) a copy of any notice to be given to the registered owners of the Series
2003A Bonds, including, without limitation, notice of any redemption of or defeasance of
Series 2003A Bonds, and any certificate rendered pursuant to the Resolution relating to
the security for the Series 2003A Bonds;
(iii) To the extent that the Issuer has entered into a continuing disclosure
agreement with respect to the Series 2003A Bonds, Ambac Assurance shall be included
as party to be notified; and
(iv) such additional information it may reasonably request.
The Paying Agent or Issuer (as appropriate) shall notify Ambac Assurance of any failure
of the Issuer to provide any relevant notices, certificates, etc.
The Issuer will permit Ambac Assurance to discuss the affairs, finances and accounts of
the Issuer or any information Ambac Assurance may reasonably request regarding the security
for the Series 2003A Bonds with appropriate officers of the Issuer. The Paying Agent or Issuer
(as appropriate) will permit Ambac Assurance to have access to and to make copies of all books
and records relating to the Series 2003A Bonds at any reasonable time.
Ambac Assurance shall have the right to direct an accounting at the Issuer's expense, and
the Issuer's failure to comply with such direction within thirty (30) days after receipt of written
notice of the direction from Ambac Assurance shall be deemed a default hereunder; provided,
however, that if compliance cannot occur within such period, then such period will be extended
so long as compliance is begun within such period and diligently pursued, but only f such
extension would not materially adversely affect the interests of any registered owner of the
Series 2003A Bonds.
Notwithstanding any other provision of the Resolution, the Issuer shall immediately
notify Ambac Assurance if at any time there are insufficient moneys to make any payments of
principal and/or interest as required and immediately upon the occurrence of any event of default
thereunder.
(B) Payment Procedure Pursuant to Bond Insurance Policy. As long as the Series
2003A Bond insurance shall be in full force and effect, the Issuer and the Paying Agent agree to
comply with the following provisions:
at least one (1) day prior to all Interest Payment Dates the Paying Agent
will determine whether there will be sufficient funds in the funds and accounts
established under this Indenture to pay the principal of or interest on the Series 2003A
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Bonds on such Interest Payment Date. If the Paying Agent determines that them will be
insufficient funds in such funds or accounts, the Paying Agent shall so notify Ambac
Assurance. Such notice shall specify the amount of the anticipated deficiency, the Series
2003A Bonds to which such deficiency is applicable and whether such Series 2003A
Bonds will be deficient as to principal or interest, or both. If the Paying Agent has not so
notified Ambac Assurance at least one (1) day prior to an Interest Payment Date, Ambac
Assurance will make payments of principal or interest due on the Series 2003A Bonds on
or before the first (lst) day next following the date on which Ambac Assurance shall
have received notice of nonpayment from the Paying Agent.
(ii) the Paying Agent shall, after giving notice to Ambac Assurance as
provided in (B)(i) above, make available to Ambac Assurance and, at Ambac Assumnce's
direction, to The Bank of New York, in New York, New York, as insurance trustee for
Ambac Assurance or any successor insurance trustee (the "Insurance Trustee"), the
registration books of the Issuer maintained by the Paying Agent and all records relating to
the funds and accounts maintained under the Resolution.
(iii) the Paying Agent shall provide Ambac Assurance and the Insurance
Trustee with a list of registered owners of Series 2003A Bonds entitled to receive
principal or interest payments from Ambac Assurance under the terms of the Bond
Insurance Policy, and shall make arrangements with the Insurance Trustee (A) to mail
checks or drafts to the registered owners of the Series 2003A Bonds entitled to receive
full or partial interest payments from Ambac Assurance and (B) to pay principal upon the
Series 2003A Bonds surrendered to the Insurance Trustee by the registered owners of the
Series 2003A Bonds entitled to receive full or partial principal payments from Ambac
Assurance.
(iv) the Paying Agent shall, at the time it provides notice to Ambac Assurance
pursuant to (B)(i) above, notify registered owners of Series 2003A Bonds entitled to
receive the payment of principal or interest thereon from Ambac Assurance (A) as to the
fact of such entitlement, (B) that Ambac Assurance will remit to them all or a part of the
interest payments next coming due upon proof of Bondholder entitlement to interest
payments and delivery to the Insurance Trustee, in form satisfactory to the Insurance
Trustee, of an appropriate assignment of the registered owner's right to payment, (C) that
should they be entitled to receive full payment of principal from Ambac Assurance, they
must surrender their Series 2003A Bonds (along with an appropriate instrument of
assignment in form satisfactory to the Insurance Trustee to permit ownership of such
Series 2003A Bonds to be registered in the name of Ambac Assurance) for payment to
the Insurance Trustee, and not the Paying Agent, and (D) that should they be entitled to
receive partial payment of principal from Ambac Assurance they must surrender their
Series 2003A Bonds for payment thereon first to the Paying Agent who shall note on
such Series 2003A Bonds the portion of the principal paid by the Paying Agent, and then,
along with an appropriate instrument of assignment in form satisfactory to the Insurance
Trustee, to the Insurance Trustee, which will then pay the unpaid portion of principal.
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(v) in the event that the Paying Agent has notice that any payment of principal
of or interest on a Series 2003A Bond which has become due for payment and which is
made to a Bondholder by or on behalf of the Issuer has been deemed a preferential
transfer and theretofore recovered from its registered owner pursuant to the United States
Bankruptcy Code by a lrustee in bankruptcy in accordance with the final, nonappealable
order of a court having competent jurisdiction, the Paying Agent shall, at the time Ambac
Assurance is notified pursuant to (i) above, notify all registered owners that in the event
that any registered owner's payment is so recovered, such registered owner will be
entitled to payment from Ambac Assurance to the extent of such recovery if sufficient
funds are not otherwise available, and the Paying Agent shall furnish to Ambac
Assurance its records evidencing the payments of principal of and interest on the Series
2003A Bonds which have been made by the Paying Agent and subsequently recovered
from registered owners and the dates on which such payments were made.
(vi) in addition to those rights granted Ambac Assurance under tie Resolution,
Ambac Assurance shall, to the extent it makes payment of principal of or interest on
Series 2003A Bonds, become subrogated to the rights of the recipients of such payments
in accordance with the terms of the Bond Insurance Policy, and to evidence such
subrogation (A) in the case of subrogation as to claims for past due interest, the Paying
Agent shall note Ambac Assurance's rights as subrogee on the registration books of the
Issuer maintained by the Paying Agert upon receipt from Ambac Assurance of proof of
the payment of interest thereon to the registered owners of the Series 2003A Bonds, and
(B) in the case of subrogation as to claims for past due principal, the Paying Agent shall
note Ambac Assurance's rights as subrogee on the registration books of the Issuer
maintained by the Paying Agent upon surrender of the Series 2003A Bonds by the
registered owners thereof together with proof of the payment of principal thereof.
(C) Consent of Ambac Assurance. Any provision of tie Resolution expressly
recognizing or granting rights in or to Ambac Assurance may not be amended in any manner
which affects the rights of Ambac Assurance hereunder without the prior written consent of
Ambac Assurance.
(D) Consent of Ambac Assurance in Addition to Bondholder's Consent. Unless
otherwise provided in tie Resolution, Ambac Assurance's consent shall be required in addition to
Bondholder consent, when required, for the following purposes: (i) execution and delivery of
any supplemental resolution or any amendment, supplement or change to or modification of the
Resolution; (ii) removal of the Paying Agent and selection and appointment of any successor
trustee or paying agent; and (iii) initiation or approval of any action not described in (i) or (ii)
above which requires consent of the Bondholders.
(E) Consent of Ambac Assurance Upon Default. Anything in th: Resolution to the
contrary notwithstanding, upon the occurrence and continuance of an event of default as defined
herein, Ambac Assurance shall be entitled to control and direct the enforcement of all rights and
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remedies granted to the Bondholders or the Paying Agent for the benefit of the Bondholders
under the Resolution
(F) Provisions Concerning the Paying Agent.
(i) The Paying Agent may be removed at any time, at the request of Ambac
Assurance, for any breach of the trust set forth herein.
(ii)
resignation.
Ambac Assurance shall receive prior written notice of any Paying Agent
(iii) Every successor Paying Agent appointed pursuant to the Resolution shall
be a trust company or bank in good standing located in or incorporated under the laws of
the State, duly authorized to exercise trust powers and subject to examination by federal
or state authority, having a reported capital and surplus of not less than $75,000,000 and
acceptable to Ambac Assurance. Any successor Paying Agent shall not be appointed
unless Ambac Assurance approves such successor in writing.
(iv) Notwithstanding any other provision of the Resolution, in determining
whether the rights of the Bondholders will be adversely affected by any action taken
pursuant to the terms and provisions of the Resolution, the Paying Agent shall consider
the effect on the Bondholders as if there were no Bond Insurance Policy.
(v) Notwithstanding any other provision of the Resolution, no removal,
resignation or termination of the Paying Agent shall take effect until a successor,
acceptable to Ambac Assurance, shall be appointed.
(G) Interested Parties. To the extent that the Resolution confers upon or gives or
grants to Ambac Assurance any right, remedy or claim under or by reason of the Resolution,
Ambac Assurance is thereby explicitly recognized as being a third-party beneficiary hereunder
and may enforce any such right, remedy or claim conferred, given or granted thereunder.
Nothing in the Resolution, expressed or implied, is intended or shall be construed to confer upon,
or to give or grant to, any person or entity, other than the Issuer, the Paying Agent, Ambac
Assurance and the registered owners of the Series 2003A Bonds, any right, remedy or claim
under or by reason of the Resolution or any covenant, condition or stipulation hereof, and all
covenants, stipulations, promises and agreements in the Resolution contained by and on behalf of
the Issuer shall be for the sole and exclusive benefit of the Issuer, the Paying Agent, Ambac
Assurance and the registered owners of the Series 2003A Bonds.
(H) Defeasance. Notwithstanding anything herein to the contrary, in the event that the
principal and/or interest due on the Series 2003A Bonds shall be paid by Ambac Assurance
pursuant to the Bond Insurance Policy, the Series 2003A Bonds shall remain outstanding for all
purposes, not be defeased or otherwise satisfied and not be considered paid by the Issuer, and the
assignment and pledge of the Pledged Revenues and all covenants, agreements and other
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obligations of the Issuer to the registered owners shall continue to exist and shall nm to the
benefit of Ambac Assurance, and Ambac Assurance shall be subrogated to the rights of such
registered owners.
SECTION 15. SECURITY FOR THE SERIES 2003A BONDS. Subject in all
respects to the satisfaction of the conditions set forth in Section6 hereof, neither the Series
2003A Bonds nor the interest thereon shall be or constitute a general indebtedness of the Issuer
within the meaning of any constitutional or statutory provision or limitation, but shall be payable
solely from and secured by a lien upon and pledge of the Pledged Funds in the manner provided
in the Resolution.
The Holders of any Series 2003A Bond shall never have the right to require or compel
the exercise of the ad valorem taxing power of the Issuer or taxation in any form of any property
therein for payment thereof, or be entitled to payment of such principal and interest from any
other funds of the Issuer, except from the Pledged Funds in the manner provided in the
Resolution. Until payment has been provided for as herein permitted, the payment of the
principal of and interest on the Series 2003A Bonds shall be secured forthwith equally and
ratably with any Outstanding Bonds issued under the Authorizing Resolution by an irrevocable
lien on the Pledged Funds, and the Issuer does hereby irrevocably pledge and grant a lien upon
the Pledged Funds to the payment of the principal of and interest on the Series 2003A Bonds in
accordance with the terms hereof.
SECTION 16. ESTABLISHMENT OF A CERTAIN ACCOUNT AND
SUBACCOUNT. Subject in all respects to the satisfaction of the conditions set forth in
Section6 hereof, pursuant to the authority of the Resolution, the Issuer hereby establishes a
separate account within the Construction Fund to be known as the "Series 2003A Project
Account" and a separate subaccount within the Reserve Account of the Debt Service Fund to be
known as the "Series 2003A Subaccount". Such Account and Subaccount shall be initially
funded in accordance with Section9 hereof and shall be maintained and administered in
accordance with the applicable provisions of the Resolution.
SECTION 17. RESERVE ACCOUNT INSURANCE POLICY. Subject in all
respects to the satisfaction of the conditions set forth in Section6 hereof, the Issuer hereby
authorizes the payment of the premium for the debt service reserve surety bond (the "Surety
Bond") from Ambac Assurance in the amount of the Reserve Account Requirement for the
Series 2003A Bonds. The City Manager and the Clerk are hereby authorized to execute such
documents and instruments necessary to cause Ambac Assurance to issue the Surety Bond.
SECTION 18. AMENDMENT TO AUTHORIZING RESOLUTION. Upon the
issuance of the Series 2003A Bonds, Section 6.02(A) of the Authorizing Resolution shall be
amended in its entirety as follows:
"(A) Except as otherwise provided in Section 6.02(D) hereof, there shall have been
obtained and adopted by the Issuer a statement of the Finance Director: (1) stating that the books
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and records of the Issuer relating to the Infrastructure Sales Surtax Revenues have been
examined by him; (2) setting forth the amount of the Infrastructure Sales Surtax Revenues which
have been received by the Issuer during any twelve (12) consecutive months designated by the
Issuer within the twenty-four (24) months immediately preceding the date of delivery of such
Additional Bonds with respect to which such statement is made; and (3) stating that the amount
of the Infrastructure Sales Surtax Revenues received during the aforementioned 12-month period
equals at least 1.50 times (a) the Maximum Annual Debt Service of all Bonds then Outstanding
and such Additional Bonds with respect to which such statement is made and (b) any amounts
then owing to the issuer of any Reserve Account Credit Instrument as a result of a drawdown on
such Reserve Account Credit Instrument, plus 1.0 times the maximum annual debt service on
any Subordinated Indebtedness outstanding. In the event the Act is amended to provide for
additional infrastructure sales surtax revenues to be distributed to the Issuer, and the Issuer, by
Supplemental Resolution, extends the pledge of the Infrastructure Sales Surtax Revenues created
hereby to include such additional infrastructure sales surtax revenues, then for the purpose of
determining whether there are sufficient Infrastructure Sales Surtax Revenues to meet tie afore-
referenced tests, the Finance Director shall assume that such additional infrastructure sales surtax
revenues were in effect during the applicable twelve (12) consecutive month period."
SECTION 19. SECONDARY MARKET DISCLOSURE. Subject in all ~espects to
the satisfaction of the conditions set forth in Section 6 hereof, the Issuer hereby covenants and
agrees that, in order to provide for compliance by the Issuer with the secondary market
disclosure requirements of Rule 15c2-12 of the Securities md Exchange Commission (the
"Rule"), it will comply with and carry out all of the provisions of the Continuing Disclosure
Certificate to be executed by the Issuer and dated the date of delivery of the Series 2003A Bonds,
as it may be amended from time to time in accordance with the terms thereof. The Continuing
Disclosure Certificate shall be substantially in the form attached hereto as EXHIBIT C with such
changes, amendments, modifications, omissions and additions as shall be approved by the City
Manager who is hereby authorized to execute and deliver such Certificate. Notwithstanding any
other provision of the Resolution, failure of the Issuer to comply with such Continuing
Disclosure Certificate shall not be considered an event of default under the Resolution; provided,
however, to the extent provided by law, the sole and exclusive remedy of any Series 2003A
Bondholder for the enforcement of the provisions of the Continuing Disclosure Certificate that
relates to its Series 2003A Bonds shall be an action for mandamus or specific performance, as
applicable, by court order, to cause the Issuer to comply with its obligations under this
Section 19 and the Continuing Disclosure Certificate. For purposes of this Section 19, "Series
2003A Bondholder" shall mean any person who (a) has the power, directly or indirectly, to vote
or consent with respect to, or to dispose of ownership of, any Series 2003A Bonds (including
persons holding Series 2003A Bonds through nominees, depositories or other intermediaries), or
(b) is treated as the owner of any Series 2003A Bonds for federal income tax purposes.
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SECTION 20 GENERAL AUTHORITY. The members of the City Council, the City
Manager, the Clerk and the officers, attorneys and other agents or employees of the Issuer are
hereby authorized to do all acts and things required of them by this Supplemental Resolution, the
Authorizing Resolution, the Official Statement, the Continuing Disclosure Certificate or the
Purchase Contract or desirable or consistent with the requirements hereof or the Authorizing
Resolution, the Official Statement, the Continuing Disclosure Certificate or the Purchase
Contract for the full punctual and complete performance of all the terms, covenants and
agreements contained herein or in the Series 2003A Bonds, the Authorizing Resolution, the
Official Statement, the Continuing Disclosure Certificate and the Purchase Contract and each
member, employee, attorney and officer of the Issuer or the City Council and the City Manager
and the Clerk is hereby authorized and directed to execute and deliver any and all papers and
instruments and to do and cause to be done any and all acts and things necessary or proper for
carrying out the transactions contemplated hereunder. The Clerk is hereby authorized and
directed to attest to the signature of the Mayor and/or City Manager on any and all papers and
instruments necessary or proper for carrying out the transactions contemplated hereunder.
SECTION 21 SEVERABILITY AND INVALID PROVISIONS. If any one or more
of the covenants, agreements or provisions herein contained 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 or provisions and shall in no way affect the validity of any of
the other provisions hereof or of the Series 2003A Bonds.
SECTION 22 RESOLUTION TO CONTINUE IN FORCE. Except as herein
expressly provided, the Resolution and all the terms and provisions thereof are and shall remain
in full force and effect.
SECTION 23 EFFECTIVE DATE. This Supplemental Resolution shall become
effective immediately upon its adoption.
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DULY ADOPTED, this 12th day of November, 2003.
CITY OF~I~I~ASTIAN, FLORIDA
By: /~ ~-"'q
City Attorney
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EXHIBIT A
FORM OF PURCHASE CONTRACT
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EXHIBIT B
FORM OF PRELIMINARY OFFICIAL STATEMENT
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EXHIBIT C
FORM OF CONTINUING DISCLOSURE CERTIFICATE
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EXHIBIT D
DESCRIPTION OF SERIES 2003A PROJECT
The Series 2003A Project, financed along with the proceeds of the Series 2003 Bonds and other
funds, consists of the construction and equipping of a new city hall complex, renovation and
expansion of the police station, renovation of an existing historic school building (old city hall),
construction of a city hall park, renovation of certain other existing city facilities, and any other
capital improvement approved by the City Council in accordance with the Act.
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