HomeMy WebLinkAboutR-12-12RESOLUTION NO. R-12-12
A RESOLUTION OF THE CITY OF SEBASTIAN,
FLORIDA ACCEPTING A PROPOSAL OF TD BANK,
N.A. AND APPROVING THE FORM OF A LOAN
AGREEMENT WITH TD BANK, N.A.; AUTHORIZING
THE ISSUANCE OF A PROMISSORY NOTE PURSUANT
TO SUCH LOAN AGREEMENT IN THE AGGREGATE
PRINCIPAL AMOLTNT OF $2,296,000 TO REFINANCE
PRIOR INDEBTEDNESS OF THE CITY AND TO
FINANCE COSTS OF THE ACQUISITION,
CONSTRUCTION AND EQUIPPING OF CERTAIN
TRANSPORTATION RELATED CAPITAL
IMPROVEMENTS WITHIN THE CITY; AUTHORIZING
THE REPAYMENT OF SUCH NOTE FROM PROCEEDS
OF THE SIX CENTS LOCAL OPTION GAS TAX;
DELEGATING CERTAIN AUTHORITY TO THE CITY
MANAGER AND THE CITY CLERK; AUTHORIZING
THE EXECUTION AND DELIVERY OF OTHER
DOCUMENTS IN CONNECTION THEREWITH; AND
PROVIDING FOR AN EFFECTIVE DATE FOR THIS
RESOLUTION.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY OF SEBASTIAN,
AS FOLLOWS:
Section 1. Authority for this Resolution. This Resolution is adopted pursuant
to the provisions of the Florida Constitution, Chapter 166, Florida Statutes, the Charter of
the City of Sebastian, Florida and other applicable provisions of law.
Section 2. Definitions. When used in this Resolution, terms not otherwise
defined herein shall have the meanings set forth in the Loan Agreement (as defined
herein), unless the context clearly indicates a different meaning.
"Act" shall mean the Florida Constitution, Chapter 166, Florida Statutes, Section
336.025, Florida Statutes, as amended, the Charter of the City, the Interlocal Agreement
and other applicable provisions of law.
"Bank" shall mean TD Bank, N.A., and its successors and assigns.
"Bond Counsel" shall mean Nabors, Giblin & Nickerson, P.A., Tampa, Florida.
"City" shall mean the City of Sebastian, Florida, a municipal corporation duly
organized and validly existing under the laws of the State of Florida.
"City Manager" shall mean the City Manager of the City or, in his absence or
unavailability, his duly authorized designee.
"Clerk" shall mean the City Clerk of the City, or her or his duly authorized
designee.
"Council" shall mean the City Council of the City of Sebastian, Florida.
"County" shall mean Indian River County, Florida.
"Director of Finance" shall mean the Director of Finance of the City and, in his
absence or unavailability, his duly authorized designee.
"Financial Advisor" shall mean FirstSouthwest, Orlando, Florida.
"Gas Tax Revenues" shall mean the moneys received by the City from proceeds
of the Six Cents Local Option Gas Tax pursuant to the Act.
"Interlocal Agreement" shall mean the Interlocal Agreement, dated June 25,
1996, between the City and the County, relating to the Gas Tax Revenues, as amended or
supplemented from time to time.
"Loan" shall mean the Loan from the Bank to the City in aggregate principal
amount of $2,296,000 made in accordance with the provisions of the Loan Agreement.
"Loan Agreement" shall mean the Loan Agreement to be executed between the
Bank and the City, which shall be substantially in the form attached hereto as Exhibit B.
"Mayor" shall mean the Mayor of the City and, in his absence or unavailability,
the Vice Mayor of the City or any other member of the Council who is qualified to act on
his behalf.
"Pledged Funds" shall mean the Gas Tax Revenues and, until expended,
proceeds of the Loan.
"Prior Indebtedness" shall mean the City of Sebastian, Florida Gas Tax Revenue
Note, (SunTrust Bank), Series 2010, dated as of February 17, 2010, issued in the original
principal amount of $2,462,000.
"Project" shall mean the acquisition, construction and equipping of various
transportation related capital improvements within the City, as described in the plans and
specifications on file with the City, as the same may be amended or supplemented from
time to time.
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"Series 2012 Note" shall mean the City of Sebastian, Florida Gas Tax Revenue
Note (TD Bank, N.A.), Series 2012, as such Series 2012 Note is more particularly
described in the Loan Agreement.
"Six Cents Local Option Gas Tax" shall mean the first 6-cents of the local
option fuel t� levied by the County pursuant to Section 336.025(1)(a), Florida Statutes,
as amended.
The words "herein," "hereunder," "hereby," "hereto," "hereof," and any similar
terms shall refer to this Resolution.
Words importing the singular number include the plural number, and vice versa.
Section 3. Resolution to Constitute Contract. In consideration of the purchase
and acceptance of the Series 2012 Note by the Bank, the provisions of this Resolution
shall be a part of the contract of the City with the Bank, and shall be deemed to be and
shall constitute a contract between the City and the Bank. The pledge made in this
Resolution by the City and the provisions, covenants and agreements herein set forth to
be performed by or on behalf of the City shall be for the benefit, protection and security
of the Bank.
Section 4. Findings. It is hereby ascertained, determined and declared that:
(A) There is currently a need for the City to acquire, construct and equip the
Project and that completing the Project will be in the best interests of the City and its
citizens.
(B) The City has previously issued the Prior Indebtedness to finance and
refinance certain transportation related improvements.
(C) It is in the City's best interest to refinance the Prior Indebtedness in order to
achieve debt service savings and finance costs of the Project.
(D) On behalf of the City, the Financial Advisor solicited bids from various
financial institutions to provide a term loan to finance costs of the Project and refinance
the Prior Indebtedness and said solicitation was the most advisable method to obtain such
financing.
(E) The Bank submitted the most cost effective and beneficial proposal to
provide the City with a term loan in an amount not to exceed $2,300,000 to finance all or
a portion of the costs of the Project and to refinance the Prior Indebtedness, which
proposal is attached hereto as Exhibit A.
(F) The City hereby determines that the most cost effective and beneficial way
to finance the acquisition, construction and equipping of the Project and refinance the
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Prior Indebtedness will be through the execution of the Loan Agreement with the Bank
and the issuance of the Series 2012 Note to the Bank through a negotiated sale.
(G) The Series 2012 Note shall be repaid solely from the Pledged Funds in the
manner and to the extent set forth therein and in the Loan Agreement.
(H) It is not reasonably anticipated that more than $10,000,000 of tax-exempt
obligations as defined under Section 265(b)(3) of the Internal Revenue Code of 1986, as
amended, will be issued by the City during calendar year 2012.
Section 5. Authorization of Project and Refinancing of Prior Indebtedness. The
acquisition, construction and equipping of the Project and the refinancing of the Prior
Indebtedness is hereby authorized and approved.
Section 6. Acceptance of Bank's Proposal. The City hereby accepts the
proposal of the Bank to provide the City with a term loan not to exceed $2,300,000. The
proposal of the Bank attached hereto as Exhibit A is hereby approved and accepted. All
actions taken by the City Manager, the Director of Finance and the Financial Advisor
with respect to such proposal prior to the date hereof are hereby authorized and ratified.
Section 7. Approval of Loan Agreement and Series 2012 Note. The City
hereby approves the Loan from the Bank in the principal amount of $2,296,000. The
City Manager shall determine the specific amount of the Loan upon the advice of the
Financial Advisor and approval of the Bank. The terms and provisions of the Loan
Agreement in substantially the form attached hereto as Exhibit B are hereby approved,
with such changes, insertions and additions as the City Manager may approve. The City
hereby authorizes the City Manager to execute and deliver, and the Clerk to attest and
affix the City seal to, the Loan Agreement substantially in the form attached hereto as
Exhibit B, with such changes, insertions and additions as the City Manager may approve,
his execution thereof being evidence of such approval. In order to evidence the Loan
under the Loan Agreement, it is necessary to provide for the execution of the Series 2012
Note. The City Manager and the Clerk are authorized to execute and deliver the Series
2012 Note substantially in the form attached to the Loan Agreement as Exhibit A with
such changes, insertion and additions as they may approve, their eXecution thereof being
evidence of such approval. The interest rate for the Series 2012 Note shall be 1.94% per
annum. The final maturity of the Series 2012 Note shall be December 1, 2022, and the
payments of principal and interest thereon shall be made semi-annually as determined by
the City Manager, upon the advice of the Financial Advisor and approval of the Bank,
and set forth in the Loan Agreement and the Series 2012 Note.
Section 8. Designation of the Series 2012 Note as a Qualified Tax-Exempt
Obligation. The City hereby designates the Series 2012 Note as a"qualified tax-exempt
obligation" under Section 265(b)(3) of the Code. This designation is based upon the
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findings of the City set forth in Section 4(H) hereof and the City Manager is authorized to
certify such finding upon the issuance of the Series 2012 Note.
Section 9. Limited Obligation. The Series 2012 Note shall not be or constitute
a general obligation or indebtedness of the City as "bonds" within the meaning of any
constitutional or statutory provision, but shall be a limited and special obligation payable
from the Pledged Funds as described in the Loan Agreement solely in the manner and to
the extent set forth in the Loan Agreement and shall not be deemed a pledge of the faith
and credit or taxing power of the City and such obligation shall not create a lien on any
property whatsoever of or in the City other than the Pledged Funds.
Section 10. General Authorization. The City Manager, the Mayor, the Director
of Finance and the Clerk are authorized to execute and deliver such documents,
instruments and contracts, whether or not expressly contemplated hereby, and the City
Attorney, Bond Counsel, the Financial Advisor and other employees or agents of the City
are hereby authorized and directed to do all acts and things required hereby or thereby as
may be necessary for the full, punctual and complete performance of all the terms,
covenants, provisions and agreements herein and therein contained, or as otherwise may
be necessary or desirable to effectuate the purpose and intent of this Resolution.
Section 11. Repeal of Inconsistent Documents. All ordinances, resolutions or
parts thereof in conflict herewith are hereby superseded and repealed to the extent of such
conflict.
Section 12. Effective Date. This Resolution shall take effect immediately upon
its adoption.
A motion to adopt the foregoing Resolution was made by Council Member
Gillmor . The motion was seconded by Council Member coy and, upon
being put to a vote, the vote was as follows:
Mayor Jim Hill
Vice Mayor pon Wright
Council Member Bob McPartlan
a�e
aye
aye
Council Member Richard Gillmor
Council Member Andrea B. Coy
[SIGNATURE PAGE TO FOLLOW]
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E:��r�
�_
[SIGNATURE PAGE TO RESOLUTION]
The Mayor thereupon declared this Resolution duly passed and adopted this 9tn
day of May, 2012.
I�I-W �
�---
C - City Clerk
CITY OF SEBASTIAN, FLORIDA
11, Mayor
Approved as to form and legality for
reliance by the City of Sebastian only:
��
Robert A. Ginsburg, Cit ttorney
G�
EXHIBIT A
TD Bank, N.A. Proposal
����
Amarica's Most Convenlanl D�nk°
April �[ 9, 209 2
Mr. Ken Killgore, Finance Director
City of Sebastian
1225 main Street
Sebastian, FI 32958
Eckiliqore a(�,c9iyofsebastian.com
Mr. Edward q. Stull, Jr., Managing Director
FirstSouthwest
450 S. Orange Ave.,Suite 460
Orlando, FI 32801
ed.stull(�a,firstsw,com
(Delivered'via email fo above email addresses)
7D Bank, N.A,
'f560 Norih Orange Avanue, Suite 300
Winter Park, FI 32789
7e1: 407-622-3533
Fax: 407-622-8470
RE: Request for "Banfc Qualifiied Bank Loan Proposals — Local Option Gas Tax
Revenue Refunding Notes, SerEes 2012"
Genflemen:
In response fo fhe Request for Proposal noted above, we are pleased to submit the
following proposal to fhe City ofi Sebastian.
Bank's Loan Proposa[ is subjecf to written acceptance by Borrower prior fo 5:00 pm
eas#ern standard tirr►e on April 25, 2012 and is contingenf upon a �oan Closing with mutually
accep#ab[e documents befween Borrower and Banlc prfor to 3:Od pm eastern standard #ime on
May 8, 2012.
Bank shall not be responsible or [iab{e to the City of Sebasfian or any other person for
consequential darrtages which may be alleged as a resuit of this Istter, the Loan Propasal or any
transaction contemplated hereby.
This letter ls delivered to you on the conditian ihat its existence and its contenfs will not
be disclased without our prior wriften ap�roval, except (i) as may be required to be disclosed in
any lega[ proceeding or as may otherwise be required by law and on a confidenfial and "need to
knov�' basis, to your directors, o#ficers, emp[oyees, advisors and agents.
We appreciafe this opportunify and are delighfed io provide this Loan Proposal. We look
forward to working with you to successfully complefe this transaction. My contact inforEnation is
noted above.
Very trufy yours,
TD BAN N.A.
L�,��('
. 1�.�
By.
William Mang
Senior Lender, Vice
ent
TD Bank, N.A.
T�RMS AND CONDITIONS OF i.DAN
1. 7ax-Exempi Bank Qualified Loan
(a) Borrower:
(b) l.ender:
(c) Settlemenf pate:
(ci) Aggregate Credit Amount
(e) Type of Credit:
City of Sebastian, Florida ("City")
TD Bank, N.A.
On or before May 1, 2012
Up to $2,300,000
Tax-Exempf Bank Qualified Term Loan ( the "'Loan")
(f) Purposs of Loan: The proceeds will be used to refund the City's l.ocal Option
Gas Tax Revenue Note, Series 2010 In the amount
outstand(ng of $2,159,000 and provide approximately
�175,000 in new funds for the construction cost associa#ed
with ths completion of new pav[ng prajecfs in the City.
Remaining proceeds of the �.oan will be used to pay costs
associate with the issuance of the Loan.
(g) Repayment Terms: Interest pai� semi-annually on a 30/360 day basis each
June 1 and December 1, comrrtencing on December 1,
2012. Principal paid sem{-annually each June 9 and
December 1, commencing December 1, 2012.
(h) Final Maturity:
(€) Inferest Rates:
(j} Defauft Rate of Interest:
(k) Laie Charges:
December 1, 2022
Full 90 Year Term fixed at 1.84%
Rates are indicative as of April 19, 2012. The Sank wi[I hold
this rate for fhe City through May 4, 2012.
The "defauft rate of interest" sha11 6e four (4) percentage
paints in excess of #he rate of interes# charged prior to fhe
occurrence of the event of default.
If any payment due the Sank is more than fifteen (15) days
overdue, a late charge of six percent {S%} of ihe overdcae
payment shall be assessed.
(I) Prepayment Premium: With Prepavmenf Premium: Ai the firr�e of any ful! or
partial prepayment, a"Yisid Maintenance Fee" in an
amaunt computed as follows: 7he current cost of funds,
specifically the bond equivalent yietd for United States
Treasury securities (bilis on a discounted basis shall be
convertsd to a bond equivalent yield) wifh a maturity date
closest to the "f2emaining Term",shall 6e subfracted from
the Note rate, or default rate i# applicable. If the resu4t is
zero or a negafsve number, there shall be no Yield
Maintenance Fee due and payabfe. If the result is a positive
number, #hen ihe resulting perceniage shall be muifiplled by
ihe schedu(ed outstanding principal balance for each
rerr�aining montf�ly period of the "Remain'sng7erm." Each
resulting amount shall be divideci by 360 and rttultipfied by
the number o# days in the monthly period. Said amounts
shall be reduced to presenf values calculated by using the
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above reference current costs of funds dlvided by 12. ihe
resufting sum of present values shall be the yiefd
rnaintenance fee due to the Bank upan prepayment of the
principal of the loan plus any accrued interest due as of the
prepayment date. "Remaining Term" as used herein shali
mean fhe shorier of (i) the remaining term of this Note,or (ii}
fhe remaining term of the then current fixed interest rate
period.
Wifhout Prepavment Premlum; The Borrower may elect
fo ellminate the Prepayment Premlum provision within the
loan documents by adding 90 basis points to �ixed lnterest
Rate of the loan noied above.
(m) Capital Adequacy: l.oan documents to include tradifionai "gross up" language
allowing rate adjustments for increases in the corparate tax
rafe or a change from fhe "bank qualified" status of the loan.
2. Fees and Expenses:
No Bank Fee. 7he City is responsible for Bank Counse! expenses nof to exceed �4,000 for
the review of the documents to be prepared by City's Bond Counsel.
3 Securify:
The security for the {oan Is Gas Tax Revenues received by the City from th8 SIx Cent Local
Option Gas Tax,
4. Legal Opinfons:
Prior to closing, there shall be delivered to the Bank an opinian af Bond Counsel
acceptable to fhe Bank covering matters customary for a transaction of this type and
nature and which shall, without fimitation, opine that: (1) the City is duly formed; (2) all
loan documents have been validly authorized and executed by and on behaif of the the
City, if any; (3) a11 loan documents are valid, binding, enforceable in accordance with their
terms and do not violate any legal requirements, including without fimitation,
organizatfonal documents, laws and maferial agreerr�ents; and (4) the Term Loan is Bank
Qualitied/Tax-Exeinpf.
5. Financiaf Report€ng:
The City shall furnish the fallowing financial reports;
Tvpe of Reports Frequencv Due Dafe
FSnancial Statements — Audited Annualiy 210 days after end of fiscal year
Approved Budget Annualiy 30 days after completion and approval
!n addition, the City shal! furnish to the Bank such other reports as shaN be required irt the
loan documents.
6. Financial Covenants.
Additional Bonds Test: The City shall naf issue additional bonds if the historical Gas Tax Receipts
uniess the City's Gas Tax FZeceipts equal at least �,30x the combined total of the Maximum annuai
Debt Service on each of the outstanding and proposed parify bonds.
Cross Oefault: ihe Loan shall bs cross-defaulted with any other debt, existing or hereafter, securad
by the Gas 7ax Revenues.
3
From: Mana. William A
To: "kkillaoreCa�citvofsebastian.ora"; Ed Stull
Subject: TD response to April 19th RFP - amendment to proposal
Date: Tuesday, April 24, 2012 10:52:48 AM
Ken & Ed,
It was a pleasure to speak with you this morning and I appreciate your questions and
comments with respect to TD Bank's proposal. As discussed, we agree to amend
our proposal dated April 19th to the City of Sebastian as follows:
(i) the indicative rate will be held for the City through May 11, 2012 (amended
from May 4, 2012)
(k) late payments made more than 15 days past due will be assessed at 3% of
overdue payment (amended from 6%)
Again, thank you the opportunity to assist the City with its financial needs. Please
feel free to contact me should you have any further questions or requests.
Sincerely,
Bill Mang � Senior Lender - VP � Middle Markets
TD ��nk, N.A.
1560 North Orange Avenue, Suite 300
Winter Park, FL 32789
T: 407-622-3533 � M: 321-246-6735 � F:407-622-8470
bill.man td.com
CONFIDENTIALIT'Y NOTICE: This email, including any attachments, is for the sole use of
the intended recipient(s) and may contain confidential and privileged information. Any
unauthorized review, use, disclosure, or distribution is prohibited. If you received this email
and are not the intended recipient, please inform the sender by email reply and destroy all
copies of the original message.
NOTICE: Confidential message which may be privileged. Unauthorized use/disclosure prohibited. If received in error,
please go to www.td.com/legal for instructions.
AVIS : Message confidentiel dont le contenu peut etre privilegi�. Utitisation/divulgation interdites sans permission. Si re�u
par erreur, priere d'aller au www.td.com/francais/avisJuridique pour des instructions.
EXHIBIT B
Form of Loan Agreement
LOAN AGREEMENT
BETWEEN
CITY OF SEBASTIAN, FLORIDA
AND
TD BANK, N.A.
Dated as of May 11, 2012
SECTION 1.01.
SECTION 1.02.
SECTION 1.03.
TABLE OF CONTENTS
Page
ARTICLE I
DEFINITION OF TERMS
DEFINITIONS................................................................................... 2
INTERPRETATION.......................................................................... 5
TITLESAND HEADINGS ............................................................... 5
ARTICLE II
REPRESENTATIONS, WARRANTIES AND COVENANTS; SECURITY FOR
SERIES 2012 NOTE
SECTION 2.01. REPRESENTATIONS BY THE CITY ............................................. 6
SECTION 2.02. GENERAL REPRESENTATIONS, WARRANTIES AND
COVENANTS OF THE BANK ................................................... 7
SECTION 2.03. TAX COVENANT ............................................................................. 7
SECTION 2.04. SERIES 2012 NOTE NOT TO BE INDEBTEDNESS OF THE
CITYOR STATE ......................................................................... 7
SECTION2.05. SECURITY . ....................................................................................... 7
SECTION 2.06. PAYMENT COVENANT .................................................................. 8
SECTION 2.07. NO IMPAIRMENT; RECEIPT OF GAS TAX REVENiIES ........... 8
SECTION 2.08. ISSUANCE OF ADDITIONAL INDEBTEDNESS ......................... 8
ARTICLE III
DESCRIPTION OF SERIES 2012 NOTE; PAYMENT TERMS; OPTIONAL
PREPAYMENT
SECTION 3.01. DESCRIPTION OF THE SERIES 2012 NOTE .............................. 10
SECTION 3.02. OPTIONAL PREPAYMENT .......................................................... 11
SECTION 3.03. ADJUSTMENTS TO INTEREST RATES ..................................... 11
ARTICLE IV
CONDITIONS FOR ISSUANCE OF THE SERIES 2012 NOTE
SECTION 4.01. CONDITIONS FOR ISSUANCE .................................................... 13
ARTICLE V
EVENTS OF DEFAULT; REMEDIES
SECTION 5.01. EVENTS OF DEFAULT ................................................................. 15
SECTION5.02. REMEDIES ...................................................................................... 15
i
ARTICLE VI
MISCELLANEOUS
SECTION 6.01. AMENDMENTS, CHANGES OR MODIFICATIONS TO
THEAGREEMENT ................................................................... 17
SECTION 6.02. COUNTERPARTS ........................................................................... 17
SECTION 6.03. SEVERABILITY ............................................................................. 17
SECTION 6.04. TERM OF AGREEMENT ............................................................... 17
SECTION 6.05. NOTICE OF CHANGES IN FACT ................................................. 17
SECTION6.06. NOTICES ......................................................................................... 17
SECTION 6.07. NO THIRD-PARTY BENEFICIARIES .......................................... 18
SECTION 6.08. APPLICABLE LAW ........................................................................ 18
SECTION 6.09. WAIVER OF JURY TRIAL ............................................................ 18
SECTION 6.10. INCORPORATION BY REFERENCE ........................................... 18
SCHEDULE 1 DEBT SERVICE SCHEDULE
EXHIBIT A- FORM OF SERIES 2012 NOTE
ii
This LOAN AGREEMENT (the "Agreement") is made and entered into as of
May 11, 2012, by and between CITY OF SEBASTIAN, FLORIDA, a municipal
corporation duly organized and validly existing under the laws of the State of Florida,
and its successors and assigns (the "City"), and TD BANK, N.A., a national banking
corporation authorized to do business in the State of Florida, and its successors and
assigns (the "Bank");
WITNESSETH:
WHEREAS, the City is authorized by provisions of the Florida Constitution,
Chapter 166, Florida Statutes, the Charter of the City and other applicable provisions of
law to, among other things, acquire, construct, equip, own, sell, lease, operate and
maintain various capital improvements and public facilities to promote the health, welfare
and economic prosperity of the residents of the City and to borrow money to finance and
refinance the acquisition, construction, equipping and maintenance of such capital
improvements and public facilities; and
WHEREAS, the City finds it necessary and in the best interests of the City to
finance all or a portion of the costs relating to the acquisition, construction and equipping
of certain transportation related capital improvements, as generally described herein and
more particularly described and identified in the plans and specifications on file with the
City and all incidental costs relating thereto and as the same may be modified from time
to time (collectively, the "Project"); and
WHEREAS, the City previously issued its City of Sebastian, Florida Gas Tax
Revenue Note (SunTrust Bank), Series 2010, on February 17, 2010, in the principal
amount of $2,462,000 (the "Prior Indebtedness"), the proceeds of which were applied to
finance and refinance certain transportation related capital improvements; and
WHEREAS, the City deems it in its best interest to reiinance the Prior
Indebtedness at this time in order to achieve debt service savings; and
WHEREAS, the Bank is willing to make a term loan to the City, and the City is
willing to incur such loan, pursuant to the terms and provisions of this Agreement in an
aggregate principal amount of $2,296,000 to finance costs of the Project and refinance
the Prior Indebtedness.
NOW, THEREFORE, THIS AGREEMENT WITNESSETH:
That the parties hereto, intending to be legally bound hereby and in consideration
of the mutual covenants hereinafter contained, DO HEREBY AGREE as follows:
ARTICLE I
DEFINITION OF TERMS
SECTION 1.01. DEFINITIONS. The terms defined in this Article I shall, for
all purposes of this Agreement, have the meanings in this Article I specified, unless the
context clearly otherwise requires.
"Act" shall mean the Florida Constitution, Chapter 166, Florida Statutes, Section
336.025, Florida Statutes, as amended, the Charter of the City, the Interlocal Agreement,
and other applicable provisions of law.
"Additional Indebtedness" shall mean any indebtedness incurred by the City
after the date of this Agreement secured by or payable from, in whole or in part, any
portion of the Gas Tax Revenues.
"Agreement" shall mean this Loan Agreement, including any and all
modiiications, alterations, amendments and supplements hereto made in accordance with
the provisions hereof.
"Bank" shall mean TD Bank, N.A. and its successors and assigns.
"Bond Counsel" shall mean Nabors, Giblin & Nickerson, P.A., Tampa, Florida
or any other 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.
"Business Day" shall mean any day other than a Saturday, Sunday or a day on
which offices of the Bank in the State are authorized or required to be closed.
"City" shall mean the City of Sebastian, Florida, a municipal corporation duly
organized and validly existing under the laws of the State of Florida.
"City Manager" shall mean the City Manager of the City or, in his or her absence
or unavailability, his or her duly authorized designee.
"Clerk" shall mean the City Clerk of the City, or any duly authorized Deputy
City Clerk of the City.
"Code" shall mean the Internal Revenue Code of 1986, as amended, and
applicable rules and regulations.
"Council" shall mean the City Council of the City of Sebastian, Florida.
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"County" shall mean Indian River County, Florida.
"Debt" shall mean any outstanding indebtedness of the City secured by, in whole
or in part, any portion of the Gas Tax Revenues, including the Series 2012 Note.
Default Rate" shall mean a fixed rate of interest equal to the sum of the Interest
Rate plus 4.00% per annum.
"Determination of Taxability" shall mean the circumstance of interest paid or
payable on the Series 2012 Note becoming includable for federal income tax purposes in
the gross income of the Bank as a consequence of any act, omission or event whatsoever
and regardless of whether the same was within or beyond the control of the City. A
Determination of Taxability will be deemed to have occurred upon (a) the receipt by the
City or the Bank of an original or a copy of an Internal Revenue Service Technical
Advice Memorandum or Statutory Notice of Deficiency or other official correspondence
from the Internal Revenue Service which concludes that any interest payable on the
Series 2012 Note is includable in the gross income of the Bank; (b) the issuance of any
public or private ruling of the Internal Revenue Service that any interest payable on the
Series 2012 Note is includable in the gross income of the Bank; or (c) receipt by the City
or the Bank of an opinion of Bond Counsel that any interest on the Series 2012 Note has
become includable in the gross income of the Bank for federal income tax purposes. For
all purposes of this definition, a Determination of Taxability will be deemed to occur on
the date as of which the interest on the Series 2012 Note is first deemed includable in the
gross income of the Bank. A Determination of Taxability shall not occur in the event
such interest is taken into account in determining adjusted current earnings for the
purpose of the alternative minimum income tax imposed on corporations.
"Director of Finance" shall mean the Director of Finance of the City or, in his or
her absence or unavailability, his or her duly authorized designee.
"Final Maturity Date" shall mean December 1, 2022.
"Financial Advisor" shall mean First Southwest Company, Orlando, Florida, or
any other financial advisory firm or company of nationally recognized standing in matters
pertaining to public finance.
"Fiscal Year" shall mean the 12-month period commencing on October 1 of any
year and ending on September 30 of the immediately succeeding year.
"Gas Tax Revenues" shall mean the moneys received by the City from proceeds
of the Six Cents Local Option Gas Tax pursuant to the Act.
"Interest Rate" shall mean a fixed rate of interest equal to 1.94% per annum.
The Interest Rate is subject to adjustment pursuant to Section 3.03 hereof.
3
"Interlocal Agreement" shall mean the Interlocal Agreement, dated June 25,
1996, between the City and the County, relating to the Gas Tax Revenues, as amended or
supplemented from time to time.
"Loan" shall mean the loan from the Bank to the City in the aggregate principal
amount of $2,296,000 made in accordance with the provisions of this Agreement.
"Maximum Annual Debt Service" shall mean the maximum annual debt service
to come due during any Fiscal Year of the City on the outstanding Series 2012 Note, all
other outstanding Debt and any proposed Additional Indebtedness. With respect to any
outstanding variable rate Debt, the interest rate used to determine Maximum Annual Debt
Service shall be the actual interest rate in effect on such Debt at the time of calculation
plus 100 basis points or, in the event no rate is then in effect, 6.00% per annum.
"Mayor" shall mean the Mayor or, in his or her absence or unavailability, his or
her duly authorized designee.
"Pledged Funds" shall mean all of the Gas Tax Revenues and, until expended,
proceeds of the Loan.
"Project" shall mean various transportation related capital improvements within
the City to be funded with proceeds of the Loan, as described in the plans and
specifications on file with the City, as the same may be amended and supplemented from
time to time.
"Resolution" shall mean Resolution No. R-12-12 adopted by the Council on May
9, 2012, which among other things authorized the execution and delivery of this
Agreement and the issuance of the Series 2012 Note.
"Series 2012 Note" shall mean the City of Sebastian, Florida Gas Tax Revenue
Note (TD Bank, N.A.), Series 2012, as more particularly described in this Agreement,
which Series 2012 Note evidences the Loan. The form of the Series 2012 Note is
attached hereto as Exhibit A.
"Six Cents Local Option Gas Tax" shall mean the first 6-cents of the local
option fuel tax levied by the County pursuant to Section 336.025(1)(a), Florida Statutes,
as amended.
"State" shall mean the State of Florida.
"Taxable Rate" shall mean, upon a Determination of Taxability, the interest rate
per annum that shall provide the Bank with the same after tax yield that the Bank would
have otherwise received had the Determination of Taxability not occurred taking into
account the increased taxable income of the Bank as a result of such Determination of
Taxability.
�
"Tax Certificate" shall mean the Certificate as to Arbitrage and certain Other
Tax Matters to be executed by the City in connection with the issuance of the Series 2012
Note, as such Certificate may be amended from time to time.
SECTION 1.02. INTERPRETATION. Unless the context clearly requires
otherwise, words of masculine gender shall be construed to include correlative words of
the feminine and neuter genders and vice versa, and words of the singular number shall
be construed to include correlative words of the plural number and vice versa. Any
capitalized terms used in this Agreement not herein defined shall have the meaning
ascribed to such terms in the Resolution. This Agreement and all the terms and
provisions hereof shall be construed to effectuate the purpose set forth herein and to
sustain the validity hereof.
SECTION 1.03. TITLES AND HEADINGS. The titles and headings of the
articles and sections of this Agreement, which have been inserted for convenience of
reference only and are not to be considered a part hereof, shall not in any way modify or
restrict any of the terms and provisions hereof, and shall not be considered or given any
effect in construing this Agreement or any provision hereof or in ascertaining intent, if
any question of intent should arise.
[Remainder of page intentionally left blank]
�7
ARTICLE II
REPRESENTATIONS, WARRANTIES AND COVENANTS;
SECURITY FOR SERIES 2012 NOTE
SECTION 2.01. REPRESENTATIONS BY THE CITY. The City
represents, warrants and covenants that:
(a) The City is a municipal corporation duly organized and validly existing
under the laws of the State. Pursuant to the Resolution, the City has duly authorized the
execution and delivery of this Agreement, the performance by the City of all of its
obligations hereunder and thereunder, and the issuance of the Series 2012 Note in the
aggregate principal amount of $2,296,000.
(b) The City has complied with all of the provisions of the Constitution and
laws of the State, including the Act and all local ordinances governing the issuance of
debt, and has full power and authority to enter into and consummate all transactions
contemplated by this Agreement and the Series 2012 Note, and to perform all of its
obligations hereunder and under the Series 2012 Note and, to the best knowledge of the
City, the transactions contemplated hereby do not conflict with the terms of any statute,
order, rule, regulation, judgment, decree, agreement, instrument or commitment to which
the City is a party or by which the City is bound. �
(c) The City is duly authorized and entitled to issue the Series 2012 Note and
enter into this Agreement and, when issued in accordance with the terms of this
Agreement, the Series 2012 Note and this Agreement will each constitute legal, valid and
binding obligations of the City enforceable in accordance with their respective terms,
subject as to enforceability to bankruptcy, insolvency, moratorium, reorganization or
other similar laws affecting creditors' rights generally, or by the exercise of judicial
discretion in accordance with general principles of equity.
(d) There are no actions, suits or proceedings pending or, to the best knowledge
of the City, threatened against or affecting the City, at law or in equity, or before or by
any governmental authority, that, if adversely determined, would materially impair the
ability of the City to perform the City's obligations under this Agreement or the Series
2012 Note.
(e) Within 210 days after the close of each Fiscal Year the City shall provide
the Bank with a copy of the annual audited financial statements of the City prepared by a
certified public accountant. The City shall also provide the annual budget of the City
each year within 30 days of the final adoption of each such budget. With reasonable
promptness the City shall provide such other data and information as may be requested
by the Bank from time to time.
0
SECTION 2.02. GENERAL REPRESENTATIONS, WARRANTIES AND
COVENANTS OF THE BANK. The Bank hereby represents, warrants and agrees that
it is a national banking corporation authorized to execute and deliver this Agreement and
to perform its obligations hereunder, and such execution and delivery will not constitute a
violation of its charter, articles of incorporation or bylaws. Pursuant to the terms and
provisions of this Agreement, the Bank agrees to provide a term loan to the City as
evidenced hereby and by the Series 2012 Note for the purpose of (i) iinancing costs of the
Project, (ii) refinancing the Prior Indebtedness, and (iii) paying costs relating to the
issuance of the Series 2012 Note.
SECTION 2.03. TAX COVENANT. (a) In order to maintain the exclusion
from gross income for purposes of Federal income taxation of interest on the Series 2012
Note, the City shall comply with each requirement of the Code applicable to the Series
2012 Note. In furtherance of the covenant contained in the preceding sentence, the City
agrees to continually comply with the provisions of the Tax Certificate as a source of
guidance for achieving compliance with the Code.
(b) The City shall make any and all rebate payments required to be made to the
United States Department of the Treasury in connection with the Series 2012 Note
pursuant to Section 148(� of the Code.
(c) So long as necessary in order to maintain the exclusion from gross income
of interest on the Series 2012 Note for Federal income tax purposes, the covenants
contained in this Section shall survive the payment of the Series 2012 Note and the
interest thereon, including any payment or defeasance thereof.
(d) The City shall not take or permit any action or fail to take any action which
would cause the Series 2012 Note to be an "arbitrage bond" within the meaning of
Section 148(a) of the Code.
SECTION 2.04. SERIES 2012 NOTE NOT TO BE INDEBTEDNESS OF
THE CITY OR STATE. The Series 2012 Note, when delivered by the City pursuant to
the terms of this Agreement, shall not be or constitute an indebtedness of the City, the
State of Florida or any political subdivision or agency thereof, within the meaning of any
constitutional, statutory or charter limitations of indebtedness, but shall be payable solely
as herein provided. The Bank shall never have the right to compel the exercise of the ad
valorem taxing power of the City, or taxation in any form on any property therein to pay
the Series 2012 Note or the interest thereon. The Series 2012 Note is a special and
limited obligation secured by and payable as to principal and interest from the Pledged
Funds.
SECTION 2.05. SECURITY. The Series 2012 Note shall be secured by and
payable from the Pledged Funds. The City does hereby irrevocably pledge the Pledged
�
Funds to the payment of the principal of and interest on the Series 2012 Note in
accordance with the provisions of this Agreement.
SECTION 2.06. PAYMENT COVENANT. The City covenants that it shall
duly and punctually pay from the Pledged Funds the principal of and interest on the
Series 2012 Note at the dates and place and in the manner provided herein and in the
Series 2012 Note according to the true intent and meaning thereof and all other amounts
due under this Agreement.
SECTION 2.07. NO IMPAIRMENT; RECEIPT OF GAS TAX
REVENUES. The pledging of the Pledged Funds in the manner provided herein shall
not be subject to repeal, modification or impairment by any subsequent ordinance,
resolution, agreement or other proceedings of the City. The City covenants to do all
things necessary on its part to maintain its eligibility to receive the full amount of Gas
Tax Revenues which are required by the Act including the diligent enforcement of the
Interlocal Agreement. The City hereby agrees to provide the holder of the Series 2012
Note with copies of any amendment, modification or extension of the Interlocal
Agreement. The City shall not enter into any amendment to the Interlocal Agreement
which would adversely affect the Bank's rights hereunder without the prior written
consent of the Bank. The City shall not use the proceeds of the Series 2012 Note in any
manner that could jeopardize the City's continued entitlement to the Gas Tax Revenues.
SECTION 2.08. ISSUANCE OF ADDITIONAL INDEBTEDNESS. No
Additional Indebtedness payable on a senior basis with respect to the Series 2012 Note
shall be issued without the written consent of the Bank. No Additional Indebtedness
payable on a parity with the Series 2012 Note shall be issued by the City except upon the
conditions and in the manner provided in this Section 2.08. No such Additional
Indebtedness shall be issued unless (1) no Event of Default (as specified in Section 5.01
hereo� shall have occurred and be continuing hereunder, and (2) the following conditions
are complied with:
(a) Except as otherwise provided in Section 2.08(b) hereof, there shall have
been obtained and filed with the City and the Bank a certificate of the Director of
Finance: (1) stating that he or she has examined the books and records of the City relating
to the Gas Tax Revenues which have been received by the City; (2) setting forth the
amount of such Gas Tax Revenues received by the City during the immediately
preceding Fiscal Year (the "Testing Period"); and (3) stating that the amount of such Gas
Tax Revenues received during the Testing Period equals at least 1.30 times the Maximum
Annual Debt Service on all Debt then outstanding and the Additional Indebtedness with
respect to which such statement is made. Such certificate by the Director of Finance may
be partially based upon a certification of certain matters related to the calculation of the
Maximum Annual Debt Service by the Financial Advisor.
:
(b) In the event any Additional Indebtedness secured by or payable from the
Gas Tax Revenues is issued or incurred for the purpose of refunding or refinancing any
Debt, the conditions of Section 2.08(a) hereof shall not apply, provided that the issuance
or incurrence of such Additional Indebtedness (1) is applied to pay the entire outstanding
amount of the Series 2012 Note in full, or (2) shall not result in an increase in the
aggregate annual debt service for all outstanding Debt in any Fiscal Year.
(c) In the event the City, by an amendment to this Agreement, extends the
pledge of the Gas Tax Revenues created pursuant to this Agreement to include additional
gas or fuel tax and such additional gas or fuel tax was not in effect during all or a portion
of the Testing Period, then for the purposes of determining whether there are sufficient
Gas Tax Revenues to meet the coverage test specified in Section 2.08(a) hereof, the
Director of Finance shall adjust the amount of Gas Tax Revenues which were received
during the Testing Period to take into account the additional amount of Gas Tax
Revenues such additional gas or fuel tax would have generated if it had been in effect for
the Testing Period; provided, however, that such adjustment shall only be made if the
additional gas or fuel tax is in effect on the date the statement of the Director of Finance
referred to in Section 2.08(a) hereof is made and such additional gas or fuel tax will
remain in effect at least until the final maturity of the Series 2012 Note (including the
proposed Additional Indebtedness) at the time of issuance of the Additional Indebtedness.
(d) In the event the City shall enter into any agreement relating to, or any
amendment of, the Interlocal Agreement adjusting the City's proportionate share of Gas
Tax Revenues and such new proportionate share of Gas Tax Revenues was not in effect
during all or a portion of the Testing Period, then for the purpose of determining whether
there are sufficient Gas Tax Revenues to meet the coverage test specified in Section
2.08(a) hereof, the Director of Finance shall adjust the amount of Gas Tax Revenues
which were received during the Testing Period to reflect the amount of Gas Tax
Revenues the City would have received over such Testing Period had the City's share of
Gas Tax Revenues been distributed based on its new proportionate share.
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r'7
ARTICLE III
DESCRIPTION OF SERIES 2012 NOTE; PAYMENT TERMS;
OPTIONAL PREPAYMENT
SECTION 3.01. DESCRIPTION OF THE SERIES 2012 NOTE. (a) The
City hereby authorizes the issuance and delivery of the Series 2012 Note to the Bank
which Note shall be in an amount equal to TWO MILLION THREE HiINDRED
THOUSAND DOLLARS ($2,296,000.00) and shall be designated as the "City of
Sebastian, Florida Gas Tax Revenue Note (TD Bank, N.A.), Series 2012." The text of the
Series 2012 Note shall be substantially in the form attached hereto as E�ibit A, with
such omissions, insertions and variations as may be necessary and desirable to reflect the
particular terms of the Series 2012 Note. The provisions of the form of the Series 2012
Note are hereby incorporated in this Agreement.
(b) The Series 2012 Note shall be dated the date of its delivery. The Series
2012 Note shall be executed in the name of the City by the manual signature of the City
Manager and the ofiicial seal of the City shall be affixed thereto and attested by the
manual signature of the Clerk. In case any one or more of the officers, who shall have
signed or sealed the Series 2012 Note, shall cease to be such officer of the City before the
Series 2012 Note so signed and sealed shall have been actually delivered, such Series
2012 Note may nevertheless be delivered as herein provided and may be issued as if the
person who signed or sealed such Series 2012 Note had not ceased to hold such office.
(c) The Series 2012 Note shall bear interest from its date of issuance at the
Interest Rate (calculated on a 30/360 day count basis) as the same may be adjusted
pursuant to Section 3.03 hereof. Interest on the Series 2012 Note shall be payable semi-
annually on June 1 and December 1 of each year, commencing December 1, 2012 (each
an "Interest Payment Date") so long as the Series 2012 Note remains outstanding
hereunder. Principal of the Series 2012 Note shall be payable semi-annually on June 1
and December 1 of each year, commencing December 1, 2012 (each a"Principal
Payment Date" and together with the Interest Payment Date, a"Payment Date"), through
and including the Final Maturity Date. The scheduled principal payments are set forth in
Schedule 1 attached hereto.
(d) All payments of principal of and interest on the Series 2012 Note shall be
payable in any coin or currency of the United States which, at the time of payment, is
legal tender for the payment of public and private debts and shall be made to the Bank
(i) in immediately available funds, (ii) by delivering to the Bank no later than the
applicable Payment Date a check or draft of the City, or (iii) in such other manner as the
City and the Bank shall agree upon in writing. If any Payment Date is not a Business
Day, the corresponding payment shall be due on the next succeeding Business Day.
10
(e) There will be no ongoing Bank fees for the Loan made hereunder. Except
as otherwise provided herein, the Bank shall pay for all of its costs relating to servicing
the term loan. The City shall pay the legal review fee of the Bank relating to the initial
issuance of the Series 2012 Note in an amount not to exceed $4,000.00.
SECTION 3.02. OPTIONAL PREPAYMENT. (a) The Series 2012 Note
may be prepaid, without penalty or premium, at any time prior to the Final Maturity Date,
at the option of the City, from any moneys legally available therefor, upon notice as
provided herein, in whole, or in part, on any date, by paying to the Bank the unpaid
principal amount of the Series 2012 Note, together with the unpaid interest accrued on
the amount of principal so prepaid to the date of such prepayment.
(b) Any prepayment shall be made on such Payment Date as shall be specified
by the City in a written notice provided to the Bank not less than five (5) days prior
thereto by first class mail. Notice having been given as aforesaid, the outstanding
principal of the Series 2012 Note shall become due and payable on the date of
prepayment stated in such notice, together with the interest accrued and unpaid to the
date of prepayment on the principal amount then being paid. If on the date of
prepayment moneys for the payment of the principal amount to be prepaid on the Series
2012 Note, together with the accrued interest to the date of prepayment on such principal
amount, shall have been paid to the Bank as above provided, then from and after the date
of prepayment, interest on such prepaid principal amount of the Series 2012 Note shall
cease to accrue. If said money shall not have been so paid on the date of prepayment,
such principal amount of the Series 2012 Note shall continue to bear interest until
payment thereof at the Interest Rate.
(c) In the event any portion of the Series 2012 Note is optionally prepaid
pursuant to this Section 3.02, the amount so prepaid shall be applied as a credit against
the principal amount due on the then latest scheduled Payment Date. The Bank shall
make appropriate notations in its records indicating the amount and date of any such
prepayment and shall promptly transmit an acknowledgment to the City indicating the
amount and date of such prepayment.
SECTION 3.03. ADJUSTMENTS TO INTEREST RATES. (a) If for any
reason it shall be determined that any portion of the Series 2012 Note is not a"qualified
tax-exempt obligation" within the meaning of Section 265(b)(3) of the Code, then the
Interest Rate thereon shall be increased to such rate as shall provide the Bank with the
same rate of return that the Bank would have otherwise received on the such amounts
taking into account the diminished deductibility of interest expense of the Bank under
Section 265 of the Code as a result of the non "qualified tax-exempt obligation" status of
the Series 2012 Note; provided, however, such increased rate shall never exceed the
maximum rate allowable by law. Upon the written request of the City, the Bank shall
provide the City with sufficient evidence supporting any such increase.
11
(b) In the event of a Determination of Taxability, the Interest Rate shall be
immediately increased (effective retroactively to the date of the Determination of
Taxability) to the Taxable Rate; provided, however, such increased rate shall never
exceed the maximum rate allowable by law.
In addition, upon a Determination of Taxability, the City agrees to pay to the Bank
any penalties and interest paid or payable by the Bank to the Internal Revenue Service by
reason of such Determination of Taxability.
(c) If the tax laws or regulations are amended to decrease or increase the
maximum marginal statutory percentage rate of Federal income tax applicable to the
taxable income of the Bank, then the interest rate on the Series 2012 Note shall be
increased or decreased to cause the after-tax yield on the Series 2012 Note to equal what
the after-tax yield on the Series 2012 Note would have been in the absence of such
amendment.
[Remainder of page intentionally left blank]
12
ARTICLE IV
CONDITIONS FOR ISSUANCE OF THE SERIES 2012 NOTE
SECTION 4.01. CONDITIONS FOR ISSUANCE. (a) In connection with
the issuance of the Series 2012 Note, the Bank shall not be obligated to purchase the
Series 2012 Note pursuant to this Agreement unless at or prior to the issuance thereof the
City delivers to the Bank the following items in form and substance acceptable to the
Bank:
(i) A fully executed Tax Certificate;
(ii) A copy of a completed and executed Form 8038-G to be filed with
the Internal Revenue Service;
(iii) An opinion of Bond Counsel in form and substance to the effect that
(A) the Series 2012 Note has been duly authorized by the City and is an
enforceable obligation in accordance with its terms (enforceability of it may be
subject to standard bankruptcy exceptions and the like), (B) interest on the Series
2012 Note shall be excluded from gross income for federal income tax purposes
and will not be treated as a preference item for purposes of computing the
alternative minimum tax imposed by Section 55 of the Code, and (C) the Series
2012 Note has been duly designated as a"qualified tax-exempt obligation" under
Section 265(b)(3) of the Code;
(iv) An opinion of the City Attorney of the City in a form and substance
acceptable to the City and the Bank; and
(v) Such additional certificates, instruments, opinions and other
documents as the Bank, Bond Counsel, or the City Attorney may deem necessary
or appropriate.
(b) The City shall apply the proceeds of the Series 2012 Note to refund the
Prior Indebtedness and to finance or refinance, or reimburse itself for prior expenditures
incurred for, the costs of the Project, which shall include, but not be limited to:
(i) The costs of architectural and engineering services related to the
Project, including, without limitation, the costs of preparation of studies, surveys,
reports, tests, plans and specifications;
(ii) The costs of legal, accounting, marketing and other special services
related to the Project;
13
(iii) Costs and fees incurred in connection with the issuance of the Series
2012 Note;
(iv) Fees and charges incurred in connection with applications to federal,
state and local governmental agencies for any requisite approval or permits
regarding the acquisition and construction of the Proj ect;
(v) Costs incurred in connection with the acquisition of the sites for the
Proj ect, including any necessary rights-of-way, easements or other interests in real
or personal property;
(vi) Costs incurred in connection with the acquisition, construction,
improvement or extension of the buildings, structures and facilities comprising the
Proj ect;
(vii) Costs incurred in connection with the acquisition and installation of
any machines, equipment, fixtures, appurtenances or personal property of any kind
or nature, which are to comprise a part of the Proj ect;
(viii) Interest on the Series 2012 Note accruing prior to the completion
date of the Project; and
(ix) To the extent permitted by law, other costs and expenses relating to
the Project which are incurred for the purpose of providing for the Project,
including the administrative and maintenance costs associated with the
management of the Project, and other facilities functionally related and
subordinate thereto.
[Remainder of page intentionally left blank]
14
ARTICLE V
EVENTS OF DEFAULT; REMEDIES
SECTION 5.01. EVENTS OF DEFAULT. An "Event of Default" shall be
deemed to have occurred under this Agreement if:
(a) The City shall fail to make timely payment of principal or interest then due
with respect to the Series 2012 Note;
(b) the City shall fail to make timely payment of principal or interest then due
with respect to any other Debt;
(c) Any representation or warranty of the City contained in Article II of this
Agreement shall prove to be untrue in any material respect;
(d) Any covenant of the City contained in this Agreement shall be breached or
violated for a period of thirty (30) days after the City's notice of such breach or violation,
unless the Bank shall agree in writing, in its sole discretion, to an extension of such time
prior to its expiration;
(e) There shall occur the dissolution or liquidation of the City, or the filing by
the City of a voluntary petition in bankruptcy, or the commission by the City of any act of
bankruptcy, or adjudication of the City as a bankrupt, or assignment by the City for the
benefit of its creditors, or appointment of a receiver for the City, or the entry by the City
into an agreement of composition with its creditors, or the approval by a court of
competent jurisdiction of a petition applicable to the City 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 amended.
SECTION 5.02. REMEDIES. If any event of default shall have occurred and
be continuing, the Bank or any trustee or receiver acting for the Bank 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 Agreement, and may enforce and compel the
performance of all duties required by this Agreement or by any applicable statutes to be
performed by the City or by any officer thereo£ No remedy herein conferred upon or
reserved to the Bank 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. In
addition, upon the occurrence of an Event of Default described in Section 5.01(e) above,
the principal of and interest on the Series 2012 Note shall be immediately due and
15
payable. Further, upon the occurrence of an Event of Default described in Section
5.01(a) or (b) above which has not been remedied within fifteen (15) days of the
applicable scheduled payment date, the Bank may declare the entire amount of the then
outstanding Series 2012 Note and all accrued interest thereon to be immediately due and
payable. Upon the occurrence of any other Event of Default which has not been
remedied within thirty (30) days notice to the City by the Bank, the Bank may declare the
entire amount of the then outstanding Series 2012 Note and all accrued interest thereon to
be immediately due and payable.
Any amount due hereunder not paid within fifteen (15) days of the applicable due
date shall bear interest at the Default Rate. In addition, the City shall pay the Bank a late
charge equal to three percent (3.00%) of any amount which is not paid by the 15t" day
following its scheduled Payment Date.
In addition, the Bank shall be reimbursed for its reasonable legal fees and costs
incurred on account of an Event of Default.
Notwithstanding anything in this Section 5.02 to the contrary, the Bank agrees not
to accelerate the Series 2012 Note on account of non-payment and the Default Rate shall
not apply if said non-payment is as a result of and during the occurrence of a natural,
technological, or civil emergency that causes damage of sufficient severity and
magnitude to result in a declaration of a state of emergency by the County, the Governor
of the State, or the President of the United States.
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16
ARTICLE VI
MISCELLANEOUS
SECTION 6.01. AMENDMENTS, CHANGES OR MODIFICATIONS TO
THE AGREEMENT. This Agreement shall not be amended, changed or modified
without the prior written consent of the Bank and the City.
SECTION 6.02. COUNTERPARTS. This Agreement may be executed in
any number of counterparts, each of which, when so executed and delivered, shall be an
original; but such counterparts shall together constitute but one and the same Agreement,
and, in making proof of this Agreement, it shall not be necessary to produce or account
for more than one such counterpart.
SECTION 6.03. SEVERABILITY. If any clause, provision or section of this
Agreement shall be held illegal or invalid by any court, the invalidity of such provisions
or sections shall not affect any other provisions or sections hereof, and this Agreement
shall be construed and enforced to the end that the transactions contemplated hereby be
effected and the obligations contemplated hereby be enforced, as if such illegal or invalid
clause, provision or section had not been contained herein.
SECTION 6.04. TERM OF AGREEMENT. This Agreement shall be in full
force and effect from the date hereof and shall continue in effect as long as the Series
2012 Note is outstanding.
SECTION 6.05. NOTICE OF CHANGES IN FACT. Promptly after the
City becomes aware of the same, the City will notify the Bank of (a) any change in any
material fact or circumstance represented or warranted by the City in this Agreement or
in connection with the issuance of the Series 2012 Note, and (b) any default or event
which, with notice or lapse of time or both, could become a default under this Agreement,
specifying in each case the nature thereof and what action the City has taken, is taking
and/or proposed to take with respect thereto.
SECTION 6.06. NOTICES. Any notices or other communications required
or permitted hereunder shall be sufficiently given if delivered personally or sent
registered or certified mail, postage prepaid, to the City, City of Sebastian, Florida, 1225
Main Street, Sebastian, Florida 32958, and to TD Bank, N.A., 1560 North Orange
Avenue, Suite 300, Winter Park, Florida 32789, or at such other address as shall be
furnished in writing by any such party to the other, and shall be deemed to have been
given as of the date so delivered or deposited in the United States mail.
17
SECTION 6.07. NO THIRD-PARTY BENEFICIARIES. This Agreement
is for the benefit of the City and the Bank and their respective successors and assigns, and
there shall be no third-party beneficiary with respect thereto.
SECTION 6.08. APPLICABLE LAW. The substantive laws of the State of
Florida shall govern this Agreement.
SECTION 6.09. WAIVER OF JURY TRIAL. Each party waives, to the
fullest extent permitted by applicable law, any right it may have to a trial by jury in
respect of any proceedings relating to this Agreement or the Series 2012 Note.
SECTION 6.10. INCORPORATION BY REFERENCE. All of the terms
and obligations of the Resolution are hereby incorporated herein by reference as if said
Resolution was fully set forth in this Agreement and the Series 2012 Note.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
duly executed as of the date first set forth herein.
(SEAL)
ATTEST:
:
City Clerk/Deputy City Clerk
CITY OF SEBASTIAN, FLORIDA
:
Al Minner, City Manager
TD BANK, N.A.
:
18
PRINCIPAL PAYMENT SCHEDULE
Date
12/O1/2012
06/O 1/2013
12/O1/2013
06/O1/2014
12/O1/2014
06/O l/201 S
12/O1/2015
06/O 1/2016
12/Ol/2016
06/O 1/2017
12/O1/2017
06/O 1/2018
12/O1/2018
06/O 1/2019
12/O1/2019
06/O 1 /2020
12/O1/2020
06/O1/2021
12/O 1 /2021
06/O l/2022
12/O 1 /2022
Principal
$97,000
100,000
101,000
102,000
103,000
104,000
105,000
106,000
107,000
108,000
109,000
110,000
111,000
113,000
114,000
115,000
116,000
117,000
118,000
119,000
121,000
Schedule 1
EXHIBIT A
$2,296,000.00
UNITED STATES OF AMERICA
STATE OF FLORIDA
CITY OF SEBASTIAN, FLORIDA
GAS TAX REVENUE NOTE
(TD BANK, N.A.), SERIES 2012
Interest Final
Rate Date of Issuance Maturity Date
1.94% May 11, 2012 December 1, 2022
CITY OF SEBASTIAN, FLORIDA (the "City"), for value received, hereby
promises to pay, from the Pledged Funds described in the within mentioned Agreement,
to the order of TD Bank, N.A., or its successors or assigns (the "Bank"), the principal
sum of TWO MILLION TWO HLTNDRED NINETY-SIX THOUSAND and 00/100
DOLLARS ($2,296,000.00) pursuant to that certain Loan Agreement by and between the
Bank and the City, dated as of May 11, 2012 (the "Agreement"), and to pay interest on
the outstanding principal amount hereof from the Date of Issuance set forth above, or
from the most recent date to which interest has been paid, at the Interest Rate per annum
identified above (subject to adjustment as provided in the Agreement) on June 1 and
December 1 of each year, commencing on December 1, 2012, so long as any amount
under this Note remains outstanding. Principal of this Note shall be payable on June 1
and December 1 of each year, commencing on December 1, 2012, through and including
the Final Maturity Date identified above. The principal repayment schedule for this Note
is set forth on Appendix I attached hereto. The principal and interest on this Note is
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.
This Note is issued under the authority of and in full compliance with the
Constitution and statutes of the State of Florida, including, particularly, Chapter 166,
Florida Statutes, Section 336.025, Florida Statues, as amended, the Charter of the City,
the Interlocal Agreement (as defined in the Agreement) and other applicable provisions
of law (the "Act") and pursuant to Resolution No. R-12-12 duly adopted by the City on
May 9, 2012 (the "Resolution"), as such Resolution may be amended and supplemented
from time to time, and is subject to all terms and conditions of the Resolution and the
Agreement. Any term used in this Note and not otherwise defined shall have the
meaning ascribed to such term in the Agreement.
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This Note is being issued to finance costs of the acquisition, construction and
equipping of certain transportation related improvements within the City and to refinance
the Prior Indebtedness of the City. This Note is secured by and shall be payable from the
Pledged Funds to the extent and as described in the Agreement.
This Note shall bear interest at the Interest Rate identified above on a 30/360 day
count basis. Such Interest Rate is subject to adjustment as provided in Section 3.03 of the
Agreement. Any amount due hereunder not paid within fifteen (15) days of the
applicable due date shall bear interest at the Default Rate (as defined in the Agreement),
except as otherwise provided in the Agreement. In addition, the City shall pay the Bank a
late charge equal to three percent (3.00%) of any amount which is not paid by the 15tn
day following its scheduled Payment Date.
Notwithstanding any provision in this Note to the contrary, in no event shall the
interest contracted for, charged or received in connection with this Note (including any
other costs or considerations that constitute interest under the laws of the State of Florida
which are contracted for, charged or received) exceed the maximum rate of interest
allowed under the State of Florida as presently in effect.
All payments made by the City hereon shall apply first to accrued interest and then
to the principal amount then due on this Note.
The City may prepay this Note, without penalty or premium, as a whole, or in part,
on any date, by paying to the Bank the outstanding principal amount thereof, together
with the unpaid interest accrued on the amount of principal to be prepaid to the date of
such prepayment. Each prepayment of the Note shall be made on such Payment Date as
shall be specified by the City in a written notice delivered to the Bank not less than five
(5) days prior thereto, all in accordance with the provisions of the Agreement. All of the
prepayment provisions contained in Section 3.02 of the Agreement shall apply with
respect to this Note.
The City has designated this Note as a"qualified tax-exempt obligation" under
Section 265(b)(3) of the Internal Revenue Code of 1986, as amended.
This Note, when delivered by the City pursuant to the terms of the Agreement and
the Resolution, shall not be or constitute an indebtedness of the City or of the State of
Florida, within the meaning of any constitutional, statutory or charter limitations of
indebtedness, but shall be payable from and secured solely by the Pledged Funds, as
provided in the Agreement and the Resolution. The Bank shall never have the right to
compel the exercise of the ad valorem taxing power of the City or the State, or taxation in
any form of any property therein to pay the Note or the interest thereon.
This Note shall be and have all the qualities and incidents of a negotiable
instrument under the commercial laws and the Uniform Commercial Code of the State of
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Florida, subject to any provisions for registration and transfer contained in the
Agreement. So long as any of this Note shall remain outstanding, the City shall maintain
and keep books for the registration and transfer of this Note.
IN WITNESS WHEREOF, the City caused this Note to be signed by the manual
signature of the City Manager, and the seal of the City to be affixed hereto or imprinted
or reproduced hereon, and attested by the manual signature of the City Clerk, and this
Note to be dated the Date of Issuance set forth above.
CITY OF SEBASTIAN, FLORIDA
(SEAL)
:
Attest:
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City Clerk
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Principal Repayment Schedule for the
CITY OF SEBASTIAN, FLORIDA
GAS TAX REVENUE NOTE
(TD BANK, N.A.), SERIES 2012
Date
12/O1/2012
06/O1/2013
12/O1/2013
06/O l/2014
12/O1/2014
06/O 1/2015
12/Ol/2015
06/O1/2016
12/O1/2016
06/O1/2017
12/O1/2017
06/O l/2018
12/O 1/2018
06/O l/2019
12/O1/2019
06/O1/2020
12/O 1/2020
06/O1/2021
12/O1/2021
06/Ol/2022
12/O1/2022
:
Principal
$97,000
100,000
101,000
102,000
103,000
104,000
105,000
106,000
107,000
108,000
109,000
110,000
111,000
113,000
114,000
115,000
116,000
117,000
118,000
119,000
121,000
Appendix I