HomeMy WebLinkAboutResolution 506 Refunding Revenue Bonds
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t!ESOLUTION NO. _)() b
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A RESOLUTION RELATING TO THE ISSUANCE OF NOT
EXCEEDING $5,615,000 WATER AND SEWER REFUNDING
REVENUE BONDS, SERIES 1985, OF THE CITY OF
WINTER SPRINGS, FLORIDA; AMENDING THE RESOLU-
TION OF THE CITY AUTHORIZING THE BONDS IN ITS
ENTIRETY; AND PROVIDING AN EFFECTIVE DATE.
BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY OF WINTER
SPRINGS, FLORIDA, (the "City" or the "Issuer") as follows:
SECTION 1.
Resolution No. 491, duly adopted by the City on
May 17, 1985, relating to the issuance of not to exceed $5,615,000
Water and Sewer Refunding Revenue Bonds, Series 1985, is hereby
amended to read as follows:
"A RESOLUTION AUTHORIZING THE ISSUANCE OF NOT
EXCEEDING $5,615,000 WATER AND SEWER REFUNDING
REVENUE BONDS, SERIES 1985, OF THE CITY OF
WINTER SPRINGS, FLORIDA TO BE APPLIED TO
REFUND THE PRINCIPAL, INTEREST AND REDEMPTION
PREMIUMS, IF ANY, IN RESPECT TO CERTAIN PRE-
SENTLY OUTSTANDING OBLIGATIONS; PLEDGING THE
NET REVENUES OF THE WATER AND SEWER SYSTEM OF
THE CITY FOR THE PAYMENT OF SAID BONDS;
APPROVING THE FORM OF A TRUST AGREEMENT; MAK-
ING OTHER COVENANTS AND AGREEMENTS IN CONNEC-
TION THEREWITH; AND PROVIDING AN EFFECTIVE
DATE.
BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY OF WINTER
SPRINGS, FLORIDA:
Section 1. AUTHORITY FOR THIS RESOLUTION. This Resolution
is adopted pursuant to the Constitution of the State of Florida;
Chapter 166, Part II, Florida Statutes, as amended and supple-
mented and other applicable provisions of law.
Section 2. DEFINITIONS. Unless the context otherwise re
quires, the terms defined in this section shall have the meanings
specified in this section. Words importing singular number shall
include the plural number in each case and vice versa, and words
importing persons shall include firms and corporations.
(A) "ACQUIRED OBLIGATIONS" shall mean and include any of the
following securi ties, if and to the extent the same are at the
time legal for investment of funds of the Issuer under the laws of
the State of Florida:
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(ii) any bonds or other obligations of any state of the
Uni ted States of America or of any agency, instrumental i ty or
local governmental unit of any such state (a) which are not call-
able at the option of the obligor prior to maturity or as to which
irrevocable instructions have been given by the obligor to give
due notice of redemption and to call such bonds for redemption on
the date or dates specified in such instructions, (b) which are
fully secured as to principal and interest and redemption premium,
if any, by a fund consisting only of cash or bonds or other obli-
gations of the character described in clause (i) hereof which fund
may be applied only to the payment of such principal of and inter-
est and redemption premium, if any, on such bonds or other obliga-
t ions on the maturity date or dates thereof or the spec if ied
redemption date or dates pursuant to such irrevocable instruc-
tions, as appropriate, and (c) as to which the principal of and
interest on the bonds and obligations of the character described
in clause (i) hereof which have been deposited in such fund along
with any cash on deposit in such fund is sufficient to pay princi-
pal of and interest and redemption premium, if any, on the bonds
or other obligations described in this clause (ii) on the maturity
date or dates thereof or on the redemption date or dates specified
in the irrevocable instructions referred to in subclause (a) of
this clause (ii), as appropriate.
(B) "ACQUISITION AND IMPROVEMENT FUND" shall mean the City
of winter Springs Acqusition and Improvement Fund created pursuant
to Section 19 hereof.
(C) "ACT" shall mean Chapter 166, Part II, Florida Statutes,
as amended and supplemented, the Charter of the Issuer and other
appl icable prov is ions of law.
(D) "ADDITIONAL PARITY OBLIGATIONS" shall mean additional
obligations issued in compliance with the terms, conditions and
limitations contained herein which have an equal lien on the
Net Revenues and rank equally in all respects with the Series 1985
Bonds issued hereunder.
(E) "AGREEMENT" shall mean that certain Escrow Deposit
Agreement by and between the Issuer and a trust company or bank
with trust powers selected by subsequent resolution of the Issuer
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for the purpose of p~iding for the payment of ~e Refunded Bonds
hereinafter mentioned, which Agreement shall be in substantially
the form attached hereto as Exhibit A and incorporated herein by
reference.
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(F) "AMORTIZATION INSTALLMENT" wi th respect to any Term
Bonds of a series, shall mean an amount so designated for
mandatory principal installments (for mandatory call or otherwise)
payable on any Term Bonds issued under the provisions of this
Resolution or any subsequent resolution authorizing Additional
Parity Obligations.
(G) "AVERAGE ANNUAL BOND SERVICE REQUIREMENT" means as of
each date on which a series of Bonds is issued, the total amount
of Bond Service Requirement to become due on all Bonds deemed to
be Outstand ing immed iately afer the issuance of such series of
Bonds divided by. the total number of years for which Bonds are
deemed to be Outstanding (including any partial years).
(H) "BOND SERVICE REQUIREMENT" for any Bond Year shall mean
the sum of:
(1 ) The amount required to pay the interest becoming
due on the Outstanding Bonds during such Bond Year, except to the
extent that such interest shall have been prov ided by payments
into the Interest Account in the Debt Service Fund out of Bond
proceeds for a specified period of time.
(2) The amount required to pay the principal of Out-
standing Serial Bonds maturing in such Bond Year.
(3) The Amortization Installment for the Outstanding
Term Bonds due in such Bond Year. When determining the amount of
principal of and interest on Outstanding Bonds which mature in any
year, for purposes of this instrument or the issuance of any
Additional Parity Obligations, the stated maturity date of Term
Bonds shall be disregarded and the Amortization Installment, if
any, appl icable to Term Bond s in such year shall be deemed to
mature in such year.
(I) "BOND YEAR" shall mean the period beg inning with October
2 of each year and ex tend ing for a period of twelve (12) months
thereafter.
(J) "BONDS" shall mean the Series 1985 Bonds issued hereun-
der, together with any Add i tional Pari ty ObI ig at ions hereafter
issued under the terms, conditions and limitations contained
herein.
(K) "CLERK" shall mean the City Clerk of the Issuer.
(L) "CONNECTION CHARGES" shall mean all connection fees and
charges assessed by the Issuer to users for the purpose of provid-
ing initial connection to the System, but excluding Impact Fees.
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(M) OCONSULTIN'ENGINEERS" shall mean qu.!fied and recog-
nized consulting engineers, having a favorable reputation for
skill and experience in the management and operation of facilities
of comparable size and character as the System, at the time
retained by the Issuer to perform the acts and carry out the du-
ties as herein provided for such consulting engineers.
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(N) "COST OF OPERATION AND MAINTENANCE" of the System shall
mean the current expenses, paid or accrued, in the operation,
maintenance and repair of the System, as calculated in accordance
with generally accepted accounting principles, but shall not
include any reserve for renewals and replacements, extraordinary
repairs or any allowance for depreciation.
(0) "DEBT SERVICE FUND" shall mean the City of winter
Springs Water and Sewer Debt Service Fund, which fund shall have
within it an Interest Account, a principal Account, a Redemption
Account and a Reserve Account.
(P) "FEDERAL SECURITIES" shall mean direct obligations of,
or obligations the principal of and interest on which are uncondi-
tionally guaranteed by the Uni ted States of -America, which are not
redeemable prior to maturity at the option of the obligor.
(Q) "FISCAL YEAR" shall mean the period commencing on
October 1 of each year and ending on the succeeding September 30.
(R) "GROSS REVENUES" or "REVENUES" shall mean all income or
earnings, including Connection Charges, but excluding Impact Fees,
from any source received by the Issuer or accrued to the Issuer
from the ownership or operation of the System and all parts
thereof, incl ud ing investment income, if any, earned on any fund
or account, all as calculated in accordance with generally
accepted accounting principles, but "Gross Revenues" or "Revenues"
shall not include proceeds from the sale or other disposition of
the System or any part thereof, condemnation awards or proceeds of
insurance received wi th respect to the System. For purposes of
Section 18D and 18p of this Resol ution, "Gross Revenues" or
"Revenues" shall not include Connection Charges.
(S) "IMPACT FEES" shall mean that portion of the fees and
charges assessed and collected by the Issuer and paid by a user of
the System for initial connection to the System, which shall
exceed the actual cost of such connection incurred by the Issuer.
(T) "INVESTMENT SECURITIES" shall mean any of the following,
if and to the extent that the same are legal for the investment of
the proceeds of the Bonds and the Net Revenues: (i) direct obli-
gations of, or obligations the principal of and interest on which
are uncond i tionally guaranteed by the Uni ted States of America;
(ii) bonds, debentures, notes or participation certificates issued
by the Federal Banks for Cooperatives, the Federal Intermed iate
Credit Banks, the Federal Home Loan Banks, the Export-Import Bank
of the United States, the Federal Land Banks, the Federal National
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Mortgage Assoclatlon, e Government Natlona Mortgage Assocla-
tion, and direct and general obligations of any agency or instru-
mental i ty of the Uni ted states of America not included in the
foregoing listing; (iii) publ ic Housing Bond sand proj ect Notes
fully secured by contracts with the united states; and (iv) nego-
tiable or non-negotiable certificates of deposit or time deposits
issued by any bank, trust company or national banking association
which is a member of the Federal Reserve System, provided that (a)
such certificates of deposit or time deposits shall continuously
be collaterally secured by investments listed under clauses (i)
through (iii) above having a market value (exclusive of accrued
interest) at all times at least equal to such certificates of
deposit or time deposits and such investments securing such certi-
ficates of deposit or time deposits, and collateral therefor if
required by law, shall be deposited with such public officer or
public or private institution as shall be provided for the deposit
of secur i ty for the deposits of publ ic moneys under the laws of
the State of Florida, or, if there is no such provision, with such
off icer of the Issuer as des ignated by the Ci ty; or (b) the amount
of such certif icates of depositor time deposits purchased or
obtained from any bank, trust company or" national association
shall not exceed twenty-five percent (25%) of its capi tal and
s urpl us or such other limit, if any, as may be required by the
laws of the State of Florida.
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(U) "ISSUER" or "CITY" shall mean the City of winter
Springs, Florida.
(V) "MAXIMUM BOND SERVICE REQUIREMENT" shall mean, as of any
particular date of calculation, the greatest amount of aggregate
Bond Serv ice Requirement for the then current or any future Bond
Year.
(W) "NET REVENUES" of the System shall mean the Revenues or
Gross Revenues after deduction of the Cost of Operation and Main-
tenance.
(X) "OUTSTANDING" when used in reference to the Bonds, means
as of a particular date, all Bonds authorized and issued by the
Issuer, except: (i) any Bond s canceled at or before such date;
(ii) any Bonds for which provisions for payment pursuant to this
Resolution have been made and (iii) any Bond in lieu of or in
substitution for which another Bond shall have been authorized and
del ivered pursuant to Section 11 or Section 13 of this Resolu-
tion.
(Y) "OWNER OF BONDS" or "OWNER" or any similar term shall
mean any person who shall be the registered owner of any such Bond
or Bonds.
(Z) "PAYING AGENT" shall mean the paying agent, the
co-paying agent or any successor paying agent to be appointed by
subsequent resolution of the Issuer and at the time serving under
this Resolution.
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(AA) "REFUNDED 'NDS" shall
winter Springs, Florida Water and
1984.
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mean the $5,035,000 City of
Sewer Revenue Bonds, Series
(BB) "REGISTRAR" shall mean the Paying Agent.
(CC) "RENEWAL AND REPLACEMENT FUND" shall mean the City of
winter Springs Water and Sewer Renewal and Replacement Fund cre-
ated and established pursuant to Section 18B(4) of this Resolu-
tion.
(DD) "RESERVE REQUIREMENT" shall mean, in any year, the
lesser of Max imum Bond Serv ice Requirement, if any, on the Bonds
becoming due in any ensuing Fiscal Year or 125% of the Average
Annual Bond Service Requirement.
(EE) "RETAINED EARNINGS" shall have the same meaning as is
ascribed to such term by generally recognized principles and
standards of public financial reporting, and notwithstanding the
generality of the foregoing, shall mean the accumulated earnings
of the System which have been retained in- the Revenue Fund and
which are not reserved for any specific purpose.
(FF) "SERIES 1985 BONDS" shall mean the not to exceed
$5,615,000 City of winter Springs, Florida Water and Sewer Refund-
ing Revenue Bonds, Series 1985, authorized pursuant to this Reso-
lution.
(GG) "SERIAL BONDS" shall mean the Bonds of a series which
shall be stated to mature in annual or semi-annual installments.
(HH) "SINKING FUND DEPOSIT" shall mean, in any Bond Year, the
amount required to be deposited for the benefit of the Bonds into
the Debt Service Fund in such year pursuant to this Resolution,
and any supplemental resolution as provided herein.
(II) "SYSTEM" shall mean the properties and assets, real and
personal, tangible and intangible, owned or operated by the
Issuer, used or useful for the collection, transmission, treat-
ment, and disposal of sewage, and for the supply, storage, treat-
ment, transmission and distribution of water, and all properties
and assets hereafter constructed or acquired as additions, im-
provements, betterments or replacements thereto and extensions
thereof.
(JJ) "TERM BONDS" shall mean the Bonds of a series, all of
which shall be stated to mature on one date.
(KK) "TRUST AGREEMENT" shall mean the Trust Agreement
authorized pursuant to Section 20 hereof.
(LL) "TRUSTEE" shall mean a bank with trust powers or a trust
company selected by resolution of the Issuer and at any time
serving as Trustee under the Trust Agreement authorized pursuant
to this Resolution.
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Section 3.
and declared:
FIN.NGS.
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It is hereby ascertained, determined
(A) The Issuer now owns, operates and maintains the System
and derives revenues from rates, fees rentals and other charges
made and collected for the services of the System.
(B) The Issuer has previously issued the Refunded Bonds, of
which $5,035,000 principal amount is outstanding and unpaid as of
Ma y 1, 1 98 5 .
(C) The Issuer deems it necessary, benefic ial and in its
best interest to provide for the refunding of the Refunded Bonds.
Certain covenants in the resolution and indenture of trust secur-
ing the Refunding Bonds are restrictive to the extent that failure
to carryout the refunding program authorized herein will lead to
confusion and inc~eased costs for the Issuer. The refunding pro-
gram herein described will be advantageous to the Issuer by (1)
effecting an overall reduction in debt service applicable to
bonded indebtedness issued to finance the System, and (2) revising
certain terms and covenants previously made .for the benefit of the
holders of the Refunded Bonds and restructuring of debt to the
advantage of the Issuer.
(D) The estimated sum required for such refunding program is
the sum of not exceeding $5,615,000 which will be derived from the
proceeds of the sale of the Series 1985 Bonds, together with
certain other funds available to the Issuer more fully described
herein.
(E) A portion of the proceeds of the Bonds and other funds
available for such purpose, shall be deposited pursuant to the
Agreement, in sufficient amounts to make timely payments of all
presently outstanding principal, interest and redemption premiums,
if any, in respect to the Refunded Bonds, as the same become due
or are redeemed prior to maturity as hereinafter provided. Such
funds shall be invested pursuant to the Agreement in such invest-
ments as will produce escrow deposit income sufficient to make
timely payments of all principal of, redemption premiums and
interest on the Refunded Bonds.
(F) The principal of and interest on the Bonds and all
requi red reserve and other payments shall be payable solely from
the Net Revenues as provided herein. The Issuer shall never be
required to levy ad valorem taxes on any real or personal property
therein to pay the principal of and interest on the Bonds herein
authorized or to make any other payments provided for herein. The
Bonds shall not constitute a lien upon any properties owned by or
located within the boundaries of the Issuer.
(G) The Net Revenues are estimated to be sufficient to pay
all principal of and interest on the Bonds to be issued hereunder,
as the same become due, and to make all required payments required
by this Resolution, including payments required to be made to the
Debt Service Fund.
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Section 4. AuloRIZATION
authorized the refunding of the
v id ed herein.
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OF REFUNDING. There is hereby
Refunded Bonds in the manner pro-
Section 5. THIS RESOLUTION TO CONSTITUTE CONTRACT. In
consideration of the acceptance of the Bonds authorized to be
issued hereunder by those who shall own the same from time to
time, this Resolution shall be deemed to be and shall constitute a
contract between the Issuer and such Owners. The covenants and
agreements herein set forth to be performed by the Issuer shall be
for the equal benefit, protection and security of the legal Owners
of any and all of the Bond s, all of wh ich shall be of equal rank
and wi thout preference, priori ty or distinction of any of the
Bonds over any other thereof, except as expressly provided therein
and herein.
Section 6. AUTHORIZATION OF SERIES 1985 BONDS. Subject and
pursuant to the provisions hereof, obligations of the Issuer to be
known as "Water and Sewer Refunding Revenue Bonds, Series 1985",
are authorized to be issued in the aggregate principal amount of
not exceeding $5,615,000.
Section 7. DESCRIPTION OF SERIES 1985 BONDS. The Series
1985 Bonds shall be issued in fully reg istered form; shall be
dated; shall be numbered consecutively from R-1 upward; shall be
in the denomination of $5,000 each, or integral multiples thereof;
shall bear interest at such rate or rates not exceeding the maxi-
mum rate allowed by Florida law, the actual rate or rates to be
determined by the governing body of the Issuer by resolution prior
to or upon the sale of the Series 1985 Bonds; such interest to be
payable semiannually on Apr il 1 and October 1 of each year; and
shall mature on October 1 in such years and amounts as will be
fixed by resolution of the Issuer prior to or upon the sale of the
Series 1985 Bonds and may be Serial and/or Term Bonds.
Each Series 1985 Bond shall bear interest from the interest
payment date next preceding the date on which it is authenticated,
unless authenticated on an interest payment date, in which case it
shall bear interest from such interest payment date, or, unless
authenticated prior to the first interest payment date, in which
case it shall bear interest from its date; provided, however, that
if at the time of authent icat ion interest is in defaul t, such
Series 1985 Bond shall bear interest from the date to which inter-
est shall have been paid.
The principal of and the interest on the Series 1985 Bonds
shall be payable in any coin or currency of the United States of
America which on the respective dates of payment thereof is legal
tender for the payment of public and private debts. The principal
of the Series 1985 Bonds shall be payable only to the registered
Owner or his legal representative at the principal corporate trust
office of the Paying Agent, and payment of the interest on the
Series 1985 Bonds shall be made by the paying Agent on each inter-
est payment date to the person appearing on the registration books
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of the Issuer herei'fter provided for as the~egistered Owner
thereof, at the close of business on the fifteenth day (whether or
not a business day) of the month immediately preceding such inter-
est payment date, by wire transfer or check mailed to such
registered Owner at his address as it appears on such registration
books. Payment of the principal of all Series 1985 Bonds shall be
made upon the presentation and surrender of such Series 1985 Bonds
as the same shall be corne due and payable.
Section 8. EXECUTION OF SERIES 1985 BONDS. The Series 1985
Bonds shall be signed by, or bear the facsimile signature of the
Mayor and shall be signed by, or bear the facsimile signature of
the City Clerk and a facsimile of the official seal of the Issuer
shall be imprinted on the Series 1985 Bonds.
In case any officer whose signature or a facsimile of whose
signature shall appear on any Series 1985 Bonds shall cease to be
such officer before the delivery of such Series 1985 Bonds, such
signature or such facsimile shall nevertheless be valid and suffi-
c ient for all purposes the same as if he has remained in off ice
until such delivery, and also any Series 1985 Bond may bear the
facsimile signature of or may be signed by such persons who, as at
the actual time of the execution of such Series 1985 Bond, shall
be the proper officers to sign such .series 1985 Bonds al though at
the date of such Series 1985 Bond such persons may not have been
such officers.
Section 9. AUTHENTICATION OF SERIES 1985 BONDS. Only such
of the Series 1985 Bonds as shall have endorsed thereon a certifi-
cate of authentication substantially in the form hereinbelow set
forth, duly executed by the Paying Agent, as authenticating agent,
shall be entitled to any benefit or security under this Resolu-
tion. No Series 1985 Bond shall be valid or obligatory for any
purpose unless and until such certificate of authentication shall
have been duly executed by the Paying Agent f and such certificate
of the paying Agent upon any such Series 1985 Bonds shall be con-
clusive evidence that such Series 1985 has been duly authenticated
and del ivered under this Resolution. The Paying Agent's certif i-
cate of authentication on any Series 1985 Bond shall be deemed to
have been duly executed if signed by an authorized officer of the
Paying Agent, but it shall not be necessary that the same officer
sign the certificate of authentication of all of the Series 1985
Bonds that may be issued hereunder at anyone time.
Section 10. EXCHANGE OF SERIES 1985 BONDS. Any Series 1985
Bond, upon surrender thereof at the principal corporate trust
office of the Paying Agent, together with an assignment duly exe-
cuted by the Owner or his attorney or legal representative in such
form as shall be satisfactory to the paying Agent, may, at the
option of the Owner, be exchanged for an aggregate principal
amount of Series 1985 Bonds equal to the principal amount of the
Series 1985 Bonds or Series 1985 Bonds so surrendered.
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The Paying Agent shall make provisions for the exchange of
Series 1985 Bonds at the principal corporate trust office of the
Paying Agent.
Section 11. NEGOTIABILITY, REGISTRATION AND TRANSFER OF
SERIES 1985 BONDS. The Paying Agent shall keep books for the
registration of and for the registration of transfers of Series
1985 Bonds as provided in this Resolution. The transfer of any
Series 1985 Bonds may be registered only upon such books upon
surrender thereof to the Paying Agent together with an assignment
duly executed by the Owner or his attorney or legal representative
in such form as shall be satisfactory to the Paying Agent. Upon
any such registration of transfer the Issuer shall execute and the
Paying Agent shall authenticate and deliver in exchange for such
Series 1985 Bond, a new Series 1985 Bond or Series 1985 Bonds
registered in the name of the transferee, and in an aggregate
principal amount equal to the principal amount of such Series 1985
Bond or Series 1985 Bonds so surrendered.
In all cases in which Series 1985 Bonds -shall be exchanged,
the Issuer shall execute and the Paying Agent shall authenticate
and deliver, at the earliest practicable time, Series 1985 Bonds
in accordance with provisions of this Resolution. All Series 1985
Bonds surrendered in any such exchange or registration of transfer
shall forthwith be cancelled by the Paying Agent. The Issuer or
the Paying Agent may make a charge for every such exchange or
registration of transfer of Series 1985 Bonds sufficient to reim-
burse it for any tax or other governmental charge required to be
paid with respect to such exchange or reg istrat ion of transfer,
but no other charge shall be made to any Owner for the privilege
of exchanging or registering the transfer of Series 1985 Bonds
under the provisions of this Resolution. Neither the Issuer nor
the Paying Agent shall be required to make any such exchange or
registration of transfer of Series 1985 Bonds during the fifteen
(15) days immediately preceding any interest payment date.
. Section 12. OWNERSHIP OF SERIES 1985 BONDS. ' The person in
whose name any Series 1985 Bond shall be registered shall be
deemed and regarded as the absolute Owner thereof for all purposes
and payment of or on account of the principal or redemption price
of any such Series 1985 Bond, and the interest on any such Series
1985 Bonds, shall be made only to or upon the order of the regis-
tered Owner thereof or his legal representative. All such pay-
ments shall be valid and effectual to satisfy and discharge the
liability upon such Series 1985 Bond including the premium, if
any, and interest thereon to the extent of the sum or sums so
paid.
Section 13. SERIES 1985 BONDS MUTILATED, DESTROYED, STOLEN
OR LOST. In case any Series 1985 Bond shall become mutilated, or
be destroyed, stolen or lost, the Issuer may in its discretion
cause to be executed, and the Paying Agent shall authenticate and
deliver, a new Series 1985 Bond of like date and tenor as the
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Series 1985 Bond so mutilated, destroyed, stolen or lost, in
exchange and substitution for such mutilated Series 1985 Bond upon
surrender and cancellation of such mutilated Series 1985 Bond or
in lieu of and substi tution for the Series 1985 Bond destroyed,
stolen or lost, and upon the Owner furnishing the Issuer and the
Paying Agent proof of his ownership thereof and satisfactory
indemnity and complying with such other reasonable regulations and
conditions as the Issuer and the Paying Agent may prescribe and
paying such expenses as the Issuer and the Paying Agent may incur.
All Series 1985 Bonds so surrendered shall be canceled by the
Issuer. If any of the Series 1985 Bonds shall have matured or be
about to mature, instead of issuing a substitute Series 1985 Bond,
the Issuer may pay the same, upon being indemnified as aforesaid,
and if such Series 1985 Bond be lost, stolen or destroyed, without
surrender thereof.
Any such duplicate Series 1985 Bonds issued pursuant to this
section shall constitute original, additional contractual obliga-
tions on the part of the Issuer whether or not the lost, stolen or
destroyed Series 1985 Bonds be at any time found by anyone, and
such duplicate Series 1985 Bonds shall be entitled to equal and
proportionate benefits and rights as to lien on and source and
security for payment from the fund~, as hereinafter pledged, to
the same extent as all other Series 1985 Bonds issued hereunder.
Section 14. PROVISIONS FOR REDEMPTION. The Series 1985
Bonds shall be subject to redemption prior to their maturity, at
the option of the Issuer, at such times and in such manner as
shall be fixed by resolution of the Issuer prior to or at the time
of sale of the Series 1985 Bonds.
Notice of such redemption shall, at least thirty (30) days
prior to the redemption date, be filed with the Paying Agents; and
mailed, postage prepaid, to all Owners of Series 1985 Bonds to be
redeemed at their addresses as they appear on the registration
books hereinbefore provided for, but failure to mail such notice
to one or more Owners of Series 1985 Bonds shall not affect the
validity of the proceedings for such redemption with respect to
Owners of Series 1985 Bonds to which notice was duly mailed here-
under. Each such not ice shall set forth the date fixed for
redemption, the redemption price to be paid and, if less than all
of the Series 1985 Bonds of one maturity are to be called, the
distinctive numbers of such Series 1985 Bonds to be redeemed and
in the case of Series 1985 Bonds to be redeemed in part only, the
portion of the principal amount thereof to be redeemed.
Upon surrender of any Series 1985 Bond for redemption in part
only, the Paying Agent shall authenticate and deliver to the Owner
thereof, the cost of which shall be paid by the Issuer, a new
Series 1985 Bond of an authorized denomination equal to the
unredeemed portion of the Series 1985 Bond surrendered.
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Section 15. FORM OF SERIES 1985 BONDS. The text of the
Series 1985 Bonds shall be in substantially the following form,
with such omissions, insertions and variations as may be necessary
and/or desirable and approved by the Mayor and the Clerk prior to
the issuance thereof {which necessity and/or desirability and
approval shall be presumed by their execution of the Series 1985
Bonds and the delivery of the Series 1985 Bonds to the purchaser
thereof by the City:
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$
UNITED STATES OF AMERICA
STATE OF FLORIDA
COUNTY OF SEMINOLE
CITY OF WINTER SPRINGS
WATER AND SEWER REFUNDING REVENUE BOND, SERIES 1985
KNOW ALL MEN BY THESE PRESENTS.. that the City of winter
Springs, Florida (hereinafter called "City"), for value received,
hereby promises to pay to the order of
, or registered assigns, as herein provided, on
the day of , upon the presentation and surrender
hereof at the principal corporate trust office of
, in the City
of , Florida (the "Paying Agent"), from the
revenues hereinafter mentioned, the principal sum of
DOLLARS in any coin or currency of
the United States of America which on the date of payment thereof
is legal tender for the payment of public and -private debts, and
to pay, solely from said sources, by check or draft mailed to the
person in whose name this Bond is registered at his address as it
appears on the Bond reg istra tion books of the City, at the close
of business on the fifteenth day of the month (whether or not a
business day) next preceding each interest payment date, interest
on said principal sum on each April 1 and October 1 commencing
, from the interest payment date next preceding the date
of registration and authentication of this Bond, unless this Bond
is registered and authenticated as of an interest payment date, in
which case it shall bear interest from said interest payment date,
or unless this Bond is registered and authenticated prior to
, in which event this bond shall bear interest from
The Bond s of this issue shall be subj ect to redemption prior
to their maturity at the option of the City.
(Insert Optional or Mandatory Redemption Provisions)
Notice of such redemption shall be given in the manner re-
quired by the Resolution.
This Bond is one of an authorized issue of Bonds in the ag-
gregate principal amount of $ of like date, tenor and
effect, except as to number, maturity and interest rate, issued to
finance the cost of refund ing certain obI ig ations of the City
issued to acquire and improve a water and sewer system, pursuant
to the authori ty of and in full compl iance with the Consti tution
and Statutes of the State of Florida, including particularly Chap-
ter 166, Part II, Florida Statutes, other applicable provisions of
law, a resolution duly adopted by the City on , 1985,
as amended and supplemented (hereinafter collectively called
13
'" "Resolution"), and a.rust Agreement dated as
1985 between the Issuer and
ment") and is subject to all the terms and
Resolution and such Trust Agreement.
.
Ot
{the "Trust Agree-
conditions of such
This Bond is payable solely from and secured by a prior lien
upon and pledge of the Net Revenues, as defined in the Resolution,
derived and collected by the City from the operation of the City's
water and sewer system (the "System"), in the manner provided in
the Resol ution.
This Bond does not consti tute an indebtedness of the City
wi thin the meaning of any consti tut ional, statutory or charter
provision or limitation, and it is expressly agreed by the Owner
of this Bond that such Owner shall never have the right to require
or compel the exercise of the ad valorem taxing power of the City
or taxation of any real or personal property therein for the pay-
ment of the principal of and interest on this Bond or the making
of any Debt Serv ice Fund, reserve or other payments prov ided for
in the Resolution.
It is further agreed between the City and the Owner of this
Bond that this Bond and the indebtedness evidenced hereby shall
not constitute a lien upon the System, or any part thereof, or on
any other property of or in the City, but shall constitute a lien
only on the Net Revenues derived from the operation of the System
all in the manner provided in the Resolution.
The City in the Resolution has covenanted and agreed with the
Owners of the Bonds of this issue to fix, establish, maintain and
collect such rates, fees, rentals and other charges for the ser-
vice of the System so as to always provide in each year Revenues,
as defined in the Resolution, sufficient to pay the costs of
operation and maintenance of the System in such year and all
reserve or other payments provided for in the Resolution, and 125%
of all debt service requirements coming due in such year on the
Bonds and all outstanding additional parity obligations, and that
such rates, fees, rentals and other charges will not be reduced so
as to be insufficient to provide Revenues for such purposes. The
City has entered into certain further covenants with the Owners of
the Bonds of this issue for the terms of which reference is made
to the Resolution and the Trust Agreement.
It is hereby certified and recited that all acts, conditions
and thing s required to ex ist, to happen and to be performed prece-
dent to and in the issuance of this Bond ex ist, have happened and
have been performed in regular and due form and time as required
by the laws and Constitution of the State of Florida applicable
thereto, and that the issuance of the Bonds of this issue does not
violate any constitutional or statutory limitations or provisions.
This Bond is and has all the qual i ties and incidents of a
negotiable instrument under the Uniform Commercial Code - Invest-
ment Securities Law of the State of Florida.
14
The transfer Of~iS Bond is registrable bjlthe Owner hereof
in person or by his attorney or legal representative at the prin-
cipal corporate trust office of the Paying Agent but only in the
manner and subject to the conditions provided in the Resolution
and upon surrender and cancellation of this Bond.
Th is Bond shall not be val id or become obI ig atory for any
purpose or be entitled to any benefit or security under the Reso-
lution until it shall have been authenticated by the execution by
the Paying Agent of the cert if icate of authentication endorsed
hereon.
IN WITNESS WHEREOF, the City of Winter Springs, Florida, has
issued this Bond and has caused the same to be signed by the Mayor
and countersigned and attested to by the City Clerk, (the signa-
tures of the Mayor and the City Clerk being authorized to be fac-
simile of such of.ficers' signatures) and its seal or a facsimile
thereof to be affixed, impressed, imprinted, lithographed or
reproduced hereon, all as of the day of ,
CITY OF WINTER SPRINGS, FLORIDA
(SEAL)
(manual or facsimile)
Mayor
ATTESTED AND COUNTERSIGNED:
(manual or facsimile)
City Clerk
15
CE~FICATE OF AUTHENTICATION ~
This Bond is one of the Bonds issued under the provisions of
the within mentioned Resolution.
Date of Authentication:
paying Agent, as Authenticating
Agent
By (Manual Signature)
Authorized Officer
ASSIGNMENT AND TRANSFER
For value received the undersigned hereby sells, assigns and
transfers unto
Social Security or other identifying number of
the attached bond of the City
hereby constitute and appoint
, attorney, to transfer the
said bond on the books kept for reg istration thereof, with full
power of substitution in the premises.
(Please insert
assignee)
of winter Springs, Florida, and does
Date
Signature Guaranteed:
NOTICE: Signature(s) must
be guaranteed by a member
firm of the New York Stock
Exchange or a commercial
bank or a trust company.
NOTICE: No transfer will be reg-
istered and no new Bonds will be
issued in the name of the Trans-
feree, unless the signature to
this assignment shall correspond
wi th the name as it appears upon
the face of the within Bond in
every particular without
al teration or enlargement or any
change whatever and the Social
Security or Federal Employer
Identification Number of the
Transferee is supplied. If the
Transferee is a trust 7 the names
and Social Security or Federal
Employer Identification Numbers of
the settlor and beneficiaries of
the trust, the Federal Employer
Identification Number and date of
the trust and the name of the
trustee should be supplied.
[End of Form of Series 1985 Bond]
16
e e
Section 16. APPLICATION OF SERIES 1985 BOND PROCEEDS. The
proceeds, including accrued interest and premium, if any, received
from the sale of any or all of the Series 1985 Bonds shall be
appl ied by the Is suer s imul taneously wi th the del i very of such
Series 1985 Bonds to the purchaser thereof, as follows:
(A) The accrued interest shall be deposited in the Interest
Account in the Debt Service Fund created and shall be used only
for the purpose of paying interest becoming due on the Series 1985
Bonds.
(B) Simultaneously with the delivery of the Series 1985
Bonds to the original purchasers thereof, the Issuer shall enter
into the Agreement in substantially the form attached hereto as
Exhibit A with a bank with trust powers or trust company approved
by the Issuer, which shall provide for the deposits of sums and
for the investment of moneys in appropriate Federal Securities so
as to produce sufficient funds to make all the payments described
in the Agreement. At the time of execution of the Agreement, the
Issuer shall furnish to the Escrow Holder named therein appropri-
ate documentation to demonstrate that the sums being deposited and
the investments to be made and investment income therein will be
sufficient for such purposes.
A sum specified in the Agreement which together with the
other funds described in the Agreement to be deposited in escrow,
will be sufficient to pay, as of any date of calculation, the
principal, interest and redemption premium on the Refunded Bonds,
as the same shall become due or are redeemed as provided by subse-
quent resolution of the Issuer, whichever is earlier, shall be
deposited into the Escrow Account.
Such escrowed funds shall be kept separate and apart from all
other funds of the Issuer and the moneys on deposit therein shall
be withdrawn, used and applied by the Issuer solely for the pur-
poses set forth herein and in the Agreement.
(C) Unless provided from other funds of the Issuer on the
date of issuance of the Series 1985 Bonds or unless provided for
through the purchase of municipal bond insurance issued by
reputable and recognized municipal bond insurer, the Issuer shall
deposit to the Reserve Account the Reserve Requirement.
(D) To the extent not reimbursed therefor by the original
purchaser of the Series 1985 Bonds, or provided for in the Escrow
Deposi t Agreement, the Issuer shall pay all costs incurred in
connection with the issuance of the Series 1985 Bonds.
Section 17. SPECIAL OBLIGATIONS OF ISSUER. The Bonds shall
not be or consti tute general obligations or indebtedness of the
Issuer as "bonds" within the meaning of the Constitution of
17
e _
Florida, but shall be payable solely from and secured by a lien
upon and a pledge of the Net Revenues as herein provided. No
Owner or Owners of any Bonds issued hereunder shall ever have the
right to compel the exercise of the ad valorem taxing power of the
Issuer or taxation in any form of any real or personal property
therein to pay such principal and interest from any other funds of
the Issuer except from the special funds in the manner provided
herein.
The payment of the principal of and interest on the Bonds
shall be secured forthwith equally and ratably by an irrevocable
lien on the Net Revenues from the operation of the System, and the
Issuer does irrevocably pledge such Net Revenues to the payment of
the principal of and interest on the Bonds, for the reserves
therefor and for all other required payments.
Section 18. : COVENANTS OF THE ISSUER. For as long as any of
the principal of and interest on any of the Bonds shall be
Outstanding and unpaid or until there shall have been set apart in
the Debt Service Fund, herein established, and in the Reserve
Account, herein established, a sum sufficient "to pay when due the
entire principal or the Bonds remaining unpaid, together with
interest accrued and to accrue thereon, the Issuer covenants with
the Owners of any and all Bonds as follows:
A. REVENUE FUND. The entire Gross Revenues derived from the
operation of the System shall upon receipt thereof be deposited in
the "City of Winter Springs Water and Sewer Revenue Fund" (herein-
after called the "Revenue Fund"), hereby created and established.
Such Revenue Fund shall constitute a trust fund for the purposes
herein provided and shall be used only for the purposes and in the
manner herein provided.
B. DISPOSITION OF REVENUES. All revenues at any time re-
maining on deposit in the Revenue Fund after payment of Cost of
Operation and Maintenance shall be disposed of on or before the
fifteenth day of each month commencing in the month immediately
following delivery of the Bonds only in the following manner and
in the following order of priority:
(1) From the moneys remaining in the Revenue Fund, the
Issuer shall next deposit into a separate fund which is hereby
created and designated "Ci ty of Winter Springs Water and Sewer
Debt Service Fund" to be held in trust by the Trustee pursuant to
the Trust Agreement (herein called the "Debt Service Fund"), which
shall be credited to the following accounts, each on a parity with
each other, the following identified sums:
(a) Interest Account: One-sixth (1/6) of all interest
becoming due on the Bonds on the next semi-annual interest payment
date, together with any fees or charges of the Paying Agent there-
for. The moneys in the Interest Account shall be withdrawn and
18
e e
depos i ted wi th the Paying Agent for the Bond s on or before each
interest payment date in an amount sufficient to pay the interest
due on such date and the fees and charges of the paying Agent.
Such monthly payments shall be increased or decreased proportion-
ately prior to the first interest payment date or dates, after
making allowance for any deposits made into the Interest Account
upon the issuance of the Bonds.
(b) Principal Account ~ Beginning on the first day of
the month which is twelve (12) months prior to the first principal
maturi ty date and monthly thereafter, a sum equal to one twelfth
(1/12) of the amount which will be sufficient, together with the
funds then on deposit therein, to pay the principal (except the
principal of which is required to be paid on the Term Bonds from
the Redemption Account hereinafter created and established) on the
Serial Bonds on the next principal maturity date. Such payments
shall be increased proportionately prior to the first principal
payment date of the Bonds to make up any deficiency in the Princi-
pal Account. The moneys on deposit in the Principal Account shall
be withdrawn and deposited with the Paying Agent for such Bonds on
or before each principal maturity date in an amount sufficient to
pay the principal maturing on such date and the fees and charges
of the Paying Agent.
(c) Redemption Account: A sum equal to one twelfth
(1/12) of the amount which will be sufficient, together with the
funds then on deposit therein, to pay any Amortization Instal-
lments established by subsequent resolution of the Issuer The
moneys on deposit in the Redemption Account shall be withdrawn and
depos i ted with the paying Agent for the Bond s on or before the
date established for such Amortization Installment in an amount
sufficient to pay such Amortization Installment and the fees and
charges of the paying Agent. Such payments shall be increased
proportionately prior to the date established for the first Amor-
tization Installment to make up any deficiency in the Redemption
Account sufficient to pay any Amortization Installment established
by any subsequent resolution of the Issuer.
(2) From the moneys on deposit in the Revenue Fund the
Issuer shall next deposit into a special account in the Debt
Serv ice Fund hereby created and designated the "Reserve Account",
to be held in trust by the Trustee pursuant to the Trust Agree-
ment, a monthly sum of not less than one-sixtieth (1/60) of the
Reserve Requirement. No further deposits shall be required to be
made into the Reserve Account whenever the full Reserve Require-
ment shall be on deposit therein.
Any withdrawals from the Reserve Account shall be sub-
sequently restored from the first moneys available in the Revenue
Fund after all required payments from the Revenue Fund (including
all deficiencies in prior required payments therefrom) have been
made in full.
19
e
--
Moneys in the Reserve Account shall be used only for the
purpose of paying Bond Serv ice Requirement on the BOnds when the
other moneys in the Debt Serv ice Fund are insuff icient. therefor,
and for no other purpose. Whenever the amount:. on deposit in t.he
Reserve Account exceeds the then current Reserve Requirement, the
excess shall be withdrawn from the Reserve Account by the Truatee
and deposited in any account in the Debt Service Fund.
(3) Opon the issuance of any Additional Parity Obliga-
tions under the terms, limitations and conditions as are herein
provided, the payments into the several accounts in the Debt Ser-
vice Fund, including, if Term Bonds are issued, the Redemption
Account, shall be increased in such amounts as shall be necessary
to make the payment for the principal of, interest on and reserves
for such Additional parity Obligations on the same basis as here-
inabove prov1~ed with respect: to the Bonds in! tially issued under
this Resolution.
(4) The Issuer shall next apply and deposit monthly
from the moneys remaining on deposit in the Revenue Fund into a
special account to be known as the "ei ty of winter Springs water
and Sewer Renewal and Replacement Fund" (hereinafter called the
"Renewal and Replacement Fund"), which fund is hereby created and
established, an amount equal to one-twelfth (1/l2th) of five
percent (5'> of the Gross Revenues received during the immediately
preceding Fiscal Year, such deposit to be continued to be made for
the purpose of this account; provided that no deposit shall be
required to be made so long as there is an amount on deposit in
the Renewal and Replacement Fund in the amount of 5' of the Grols
Revenues received during the immed iately preceed inq Fiscal Year.
~he moneys in the Renewal and Replacement Fund shall be used only
for the purpose of paying the cost of extensions, enlargements or
additions t.o, or the replacement of capital assets of the Sy.tern
and emergency repairs thereto. Such moneys on deposit in such
account shall also be used to supplement the Reserve Account in
the Debt Service Fund, if necessary, in order to prevent a default
in the payment of the principal of and interest on the Bonds.
(5) Fifty percent (SO,) of the balance of any moneys
remaining in the Revenue Fund after the above requiredpaynulnts
have been made may be used for any lawful purpose; provided,
however, t.hat none of said money shall be used for any purposes
other than those hereinabove specified unless all current pay-
ments I including any deficiencies for prior payments, have been
made in full and unless the Issuer shall have complied fully wit.h
all the covenants and provisions of this Resolution. The remain-
ing fifty percent (50') of the balance of any moneys remaining in
the Revenue Fund shall remain in the Revenue Fund or shall, at the
opt.ion of the City, be deposited 1n the Renewal and Replacement
Fund.
(6) The Debt Service Fund (including the ~eserve
Account and all accounts therein), the Renewal and Replacement
Fund, the Revenue Fund, the Acquisition and Improvement Fund and
any other special funds herein established and created shall
20
, .
constitute trust fun! for the purposes provide'herein for such
funds. The money in all such funds shall be continuously secured
in the same manner as municipal deposits are authorized to be
secured by the laws of the State of Florida.
Moneys on depos it in the Revenue Fund and the Debt Serv ice
Fund may be invested and reinvested in Investment Securi ties (or
as otherwise provided) which mature not later than the dates on
which the moneys on deposit therein will be needed for the purpose
of such fund. The moneys in the Renewal and Replacement Fund may
be invested up to five (5) years. Moneys in the Reserve Account
may be invested and reinvested in Investment Securi ties maturing
not later than the last maturi ty of the Series 1985 Bonds or
Additional parity Obligations, if issued. All income on such
investments shall be deposited in the respective funds and
accounts from which such investments were made and be used for the
purposes thereof unless and until the maximum required amount is
on deposit therein, and thereafter shall be deposited in the
Revenue Fund.
(7) In determining the amount of any of the payments
required to be made pursuant to this Section 18, credit shall be
given for all investment income accruing to the respective funds
and accounts described herein, except as otherwise provided.
(8) The cash required to be accounted for in each of
the funds and accounts described in this section may be deposited
in a single bank account, provided that adequate accounting
records are maintained to reflect and control the restricted allo-
cation of the cash on deposit therein for the various purposes of
such funds and accounts as herein provided. Provided, however 1
the Debt Service Fund, including the Reserve Account therein,
should be held in trust by the Trustee pursuant to the Trust
Agreement. The designation and establishment of the various funds
in and by this Resolution shall not be construed to require the
establishment of any completely independent, self-balancing funds
as such term is commonly defined and used in governmental
accounting or to hinder or prevent the Issuer from maintaining its
records and accounts in the manner set forth by the National
Council on Governmental Accounting in the publication titled
"Governmental Accounting Audi ting and Financial Reporting", but
rather is intended solely to consti tute an earmarking of certain
revenues and assets of the System for certain purposes and to
establish certain priorities for application of such revenues and
assets as herein provided. The Issuer may maintain separate
accounts for the System wi thin the funds and accounts described
herein.
C. OPERATION AND MAINTENANCE. The Issuer will maintain the
System and all parts thereof in good cond i tion and will operate
the same in an efficient and economical manner, making such expen-
d i tures for equipment and for renewals, repairs and replacements
as may be proper for the economical operation and maintenance
thereof.
21
. .
D. RATE COVEN.. The Issuer will fix, .tablish, revise
from time to time whenever necessary, maintain and collect all
such fees, rates, rentals and other charges for the use of the
products, services and facilities of the System which will always
provide revenues in each year sufficient to pay all the Cost of
Operation and Maintenance of the System as the same shall become
due plus one hundred twenty-five per centum (125%) of the Bond
Service Requirement becoming due in such Bond Year upon the Bonds
and any other obligations intended to be paid from such Net
Revenues after excluding from such Bond Service Requirement. Such
rates, fees, rentals or other charges shall not be reduced so as
to be insufficient to provide revenues for such purposes. In the
event the audit referred to in 18E hereof shows that the Issuer is
not in compliance with the rate covenant set forth in 180, within
thirty (30) days after such audit, the Consulting Engineer will
recommend suggested fees, rates, rentals and other charges for the
use of the products, services and facilities of the System suffi-
cient to meet the requirements of this Section 180. The Issuer
hereby covenants and agrees to immediately adj ust (to the extent
permitted by law), such rates, fees and other charges to comply
with the requirements of this Section 180.
E. BOOKS AND ACCOUNTS: AUDIT. The Issuer shall keep proper
books, records and accounts, separate and apart from all other
records and accounts, showing correct and complete entries of all
transactions of the System. The Owners of any of the Bonds or any
duly authorized agent or agents of such Owners shall have the
right at any and all reasonable times to inspect such books,
records and accounts. The Issuer shall within one hundred twenty
(120) days following the close of each Fiscal Year cause an audit
of such books, records and accounts to be made by an independent
firm of certified public accountants. Each such audit, in addi-
tion to whatever matters may be deemed proper by said firm of
certified public accountants to be included therein, shall, wi th-
out limiting the generality of the foregoing, include the
following:
(1) A statement in reasonable detail of the income and
expenditures of the System for such Fiscal Year;
(2) Comments regarding any non-compliance by the City
in carrying out the accounting requirements of this Resolution.
Copies of each such audit report shall be placed on file with
the Issuer and be made available at reasonable times for inspec-
tion by Owners of Bonds, and shall be sent to the nationally
recognized bond rating agencies and to the ini tial purchasers of
the Bond s .
F. MORTGAGE OR SALE OF SYSTEM. The Issuer shall not sell,
lease, encumber or in any manner dispose of the System as a whole
until all of the Bonds or any subsequently issued pari ty bonds
shall have been paid in full as to both principal and interest,
22
" prov ided, however, t! this prov ision and notFii'in this Resolu-
tion, particularly Paragraph G immed iately be?tow, shall prohibit
the sale, lease or transfer of the System -ef any part of the
System to another unit of local government esk~blished by law for
the purpose of owning and operating water and)~ewer facilities.
G. SALE OR DISPOSITION OF CERTAIN PAR..r~ OF SYSTEM. The
Issuer may sell or dispose of, for fair marketOvalue, any proper-
ties or parts of the System which the Consu~l3ing Eng ineer shall
certify in writing are not necessary for the ~ntinuing operation
of the System, and that the sale or disposa]e of which will not
adversely affect the Revenues derived from thle= System to such an
extent that the Issuer will fail to comply w~th the covenants of
this Resolution.
The proceeds derived from any sale or disposal of any proper-
ties or parts of ;the System as provided for~llin the above para-
graph, in the discretion of the Issuer, be (I) deposited in the
Renewal and Replacement Fund and used exclusi~ly for the purpose
of paying the cost of extensions, enlargementsSer additions to, or
the replacement of capital assets of the System and for any unu-
sual or extraordinary repairs, or for the cons€~uction or acquisi-
tion of additions, extensions and improvemen't::W"to the System, or
(2) for the purchase or retirement of the Bon€l~:", provided, howev-
er, that if the Consul ting Eng ineer certif"ied i"that the proceeds
are necessary for the purpose stated in"pafJt (1) above, such
proceeds shall remain in the Renewal and Repl1acement Fund until
such certified requirements are satisfiedancr the proceeds shall
not be used for any other purpose allowed by t~~s Resolution.
H. INSURANCE. The Issuer will maintairt'>2fire and windstorm
insurance on all buildings and structures of Ute works and proper-
ties of the System which are subject to loss tfirough fire or wind-
storm, public liability insurance, and such o~€r insurance as is
generally carried on similar property at leas"tr in such amounts as
are normally carried in the operation of a simrlar public utility
system wi thin the State of Florida. Any such Fl:.nsurance shall be
pI aced \'li th a nationally recogni zed reputable Cinsurer and shall be
carried for the benefit of the Owners of the Bonds. In lieu of
carrying such insurance the Issuer may self-i'ns!ure to the extent
customary with utilities operating like prop@t'ties. All moneys
received for losses under any such insurance,;~}{cept public liabi-
1 i ty, are hereby pledged by the Ci ty as secu.ri ty for the Bonds,
un t il and unless such proceed s are used to CI'~medy the loss or
damage for which such proceeds are received, o:::@ither by repairing
the property damage or replacing the propertyawould be possible
from the date of the receipt of the proceeds of the insurance.
I. NO FREE SERVICE. So long as any Bon<ps are Outstanding,
the Issuer shall not Furnish or supply the'f#cil i ties , services
and commod i ties of the System free of charge €b any person, firm
or corporation, public or private. The IssU'er shall promptly
enforce the payment of any and all accounts o~ing to the Issuer
and delinquent, by discontinuing service Oil by filing suits,
23
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actions or proceed in', or by both discontinua! of
filing suit.
service
and
Notwithstanding the foregoing, the Issuer shall not be
requi red to impose any fees or charges for the collection, trans-
mission, treatment or disposal of storm water runoff or the supply
of water to fire service.
J. ENFORCEMENT OF COLLECTIONS. The Issuer will dil igently
enforce and collect the rates, fees and other charges for the ser-
vices and facil ities of the System herein pledged i will take all
steps, actions and proceedings for the enforcement and collection
of such rates, charges and fees as shall become del inquent to the
full extent permitted or authorized by law; and will maintain
accurate records with respect thereof. All such fees, rates,
charges and revenues herein pledged shall, as collected, be held
in trust to be applied as herein provided.
K. REMEDIES. Article VII of the Trust Agreement is hereby
incorporated by reference and shall apply to this Resolution as
though fully set forth herein.
L. CONSULTING ENGINEERS. The Issuer shall employ qualified
Consul t ing Eng ineers in an ad v isory.capac i ty to inspect the fac il-
ities of the System and to make reports and recommendations with
respect thereto and concerning the operation, maintenance f re-
placements, property addi tions and improvements thereto as re-
quested by the Issuer. A copy of each report shall be available
and shall remain on file with the City Clerk for public inspec-
tion.
M. MANDATORY CONNECTIONS. The Issuer will, to the full
extent permitted by law, require all lands, buildings and struc-
tures within the Issuer's service area fronting or abutting on
the lines of the System, or any part thereof, or which can use the
facilities of the System to connect with and use such facilities
within ninety (90) days after notification that service is avail-
able. The Issuer will not grant a franchise for the operation of
any competing utility system until all Bonds issued hereunder to-
gether with the interest thereon have been paid in full; provided
however, nothing in this Resolution shall effect the validity of
any franchises ex isting on the effective date of this Resolution
for the operation of any utility system within the City.
N. NO COMPETING SYSTEM. To the full extent permitted by
law, the Issuer will not grant, or cause, consent to or allow the
granting of, any franchise or permit to any person, firm, corpora-
tion or body, or agency or instrumentality whatsoever, for the the
furnishing of water or sewer services which the Issuer determines
will adversely affect the revenues of the System; provided how-
ever, nothing in this Resolution shall effect the validity of any
franchise existing on the effective date of this resolution for
the operation of any utility system within the City.
24
'-
- e 'II .
O. ISSUANCE OF~HER OBLIGATIONS. The Issuer Wl not lssue
any other obligations payable from the Revenues of the System nor
voluntarily create or cause to be created any debt, lien, pledge,
assignment, encumbrance or other charge having priori ty to or
being on a parity wi th the lien of the Bonds issued pursuant to
this Resolution and the interest thereon, upon said Revenues ex-
cept under the conditions and in the manner provided herein. Any
obligations issued by the Issuer other than the Bonds herein au-
thorized and Additional Parity Obligations provided for in Subsec-
tion P below, payable from such Revenues, shall contain an express
statement that such obligations are junior, inferior and subordin-
ate in all respects to the Bonds herein authorized, as to lien on
and source and security for payment from such Revenues.
P. ISSUANCE OF ADDITIONAL PARITY OBLIGATIONS. No Additional
parity Obligations, payable on a parity from the Net Revenues of
the System with the Bonds herein authorized, shall be issued after
the issuance of any Bonds herein authorized, except upon the con-
ditions and in the manner hereinafter provided:
(1) Any such obligations shall be issued solely for the
purpose of extending, enlarging, improving or adding to the facil-
i ties of the System and/or to refund any bonds issued for such
purposes.
(2) There shall have been obtained and filed wi th the
Issuer a certificate of an independent certified public accountant
of sui table experience and responsibil i ty stating: (a) that the
books and records of the City relative to the System have been
audited by him; (b) the amount of the Net Revenues of the System,
derived for the Fiscal Year preceding the date of issuance of the
proposed Additional Parity Obligations with respect to which such
certificate is made, adjusted as herein below provided (c) that
the aggregate amount of such Net Revenues, as adj usted, from the
System, for such preceding Fiscal Year is equal to not less than
one hundred twenty-five (125%) percent of the Maximum Bond Service
Requi rement on (i) all obI ig ations issued under this Resol ution,
if any, then Outstanding, and (ii) on the Additional parity Obli-
gations with respect to which such certificate is made.
(3) Upon recommendation of the Consulting Eng ineers,
historical Net Revenues of the System may be adjusted for purposes
of this Section by includi.ng 100% of the additional Net Revenues,
wh ich in the opinion of the Consul t ing Eng ineer would have been
derived by the Issuer from rate increases adopted and in effect
before the Additional Parity Obligations are issued.
(4) The Issuer shall not be in default in the carrying
out of any of the obligations assumed under this Resolution 1 and
all payments required by this Resolution to be made into the funds
and accounts established hereunder shall have been made to the
full extent required.
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(5) The Bond Service Requirement on the Bonds shall be
substantially level.
(6) The resolution authorizing the issuance of the
Additional Parity Obligations shall recite that all of the cove-
nants contained herein will be applicable to such Additional
Parity Obligations, shall bear interest payable semi-annually on
April 1 and October 1 of each year and shall mature annually or
semiannually on October 1 and/or April 1 of the year of maturity
thereof.
(7) For the purposes of this Subsection only, the term
Net Revenues shall not include investment income derived from the
Acquisition and Improvement Fund or any similar fund created for
any Additional Parity Obligations.
.
( 8 ) Upon
tions, the Reserve
Requirement.
the issuance of the Additional Parity Obliga-
Account shall contain therein the Reserve
Q. ARBITRAGE. No use will be made of the proceeds of the
Bonds which, if reasonably expected on the date of issuance of the
Bonds, would cause the same to b~ "arbitrage bonds" within the
meaning of the Internal Revenue Code of 1954. The City at all
times while the Bonds and interest thereon -are outstanding will
comply with the requirements of Section 103(c) of the Internal
Revenue Code of 1954 and any valid and applicable rules and regu-
lations promulgated thereunder.
Section 19. ACQUISITION AND IMPROVEMENT FUND AND TRANSFER OF
FUNDS FOR REFUNDED BONDS. Except as provided in this Section 19,
all moneys on deposit in the various funds and accounts created
pursuant to the resolution and the Indenture of Trust securing the
Refunded Bonds shall be transferred upon the issuance of the
Series 1985 Bonds to the corresponding fund or account created
pursuant to this Resolution. Moneys in excess of the Reserve
Requirement for the Series 1985 Bonds in the Reserve Requirement
for the Series 1985 Bonds in the reserve account for the Refunded
Bonds, if any, shall, at the direction of the Mayor and Ci ty
Manager be transferred to the Escrow Holder for deposit pursuant
to the Escrow Deposit Agreement or shall be used to pay components
of Bond Service Requirement on the Series 1985 Bonds at the
earliest possible date.
Moneys on deposit in the Acquisition and Improvement Fund
created pursuant to the resolution authorizing the Refunded Bonds
shall be transferred on the date of the issuance of the Series
1985 Bonds to the City of Winter Springs Acquisition and Improve-
ment Fund hereby created and established. Section 17 of the reso-
lution authorizing the Refunded Bonds shall apply to such trans-
ferred funds as though fully set forth herein until all of such
funds have been utilized as provided therein. All defined terms
used in said Section 19 shall have the same meaning as set forth
in this Resolution.
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Section 20. AUTHORIZATION OF TRUST AGREEMENT. In order to
more fully secure the Bonds, by providing for the deposit and
disposition of moneys in the Debt Service Fund, by providing for
the rights of the Trustee upon default by the Issuer and by
providing for certain other rights of the Owners of the Bonds, the
Mayor and the Clerk are auth~rized to execute the Trust Agreement
attached hereto as Exhibit I~" with the Trustee, with such inser-
tions, omissions, substitutions and additions as shall be made and
approved by the officers of the Issuer executing the same, such
execution to be conclusive evidence of any such approval.
Section 21. MODIFICATION OR AMENDMENT. This Resolution may
be amended wi thout approval of the Owners of the Bonds for the
reasons set forth in Section 1001 of the Trust Agreement. Except
as provided in said Section 1001, no material modification or
amendment of this Resolution or of any resolution amendatory here-
of or supplemental thereto, may be made wi thout the consent in
writing of the Owners of two-thirds (2/3) or more in principal
amount of the Bonds then Outstanding; provided, however, that no
modification or amendment shall permit a change in the maturity of
such Bonds or a reduction in the rate of interest thereon, 'or in
the amount of the principal obligation or affecting the uncondi-
tional promise of the Issuer to pay the principal of and interest
on the Bonds as the same shall come due from the Net Revenues of
the System or reduce the percentage of the Owners of the Bonds
required to consent to any material modification or amendment
hereof without the consent in writing of the Owner or Owners of
all such Bonds.
Section 22. DEFEASANCE. If, at any time, the Issuer shall
have paid, or shall have made provision for payment of, the
principal, interest and redemption premiums, if any, with respect
to the Bonds, then, and in that event, the pledge of and lien on
the funds pledged in favor of the Owners of the Bonds shall be no
longer in effect. For purposes of the preceding sentence, deposit
of sufficient cash and/or Federal Securities or bank certificates
of deposit fully secured as to principal and interest by Federal
Securities (or deposit of any other securities or investments
which may be authorized by law from time to time and sufficient
under such law to effect such a defeasance including Acquired
Obligations) in irrevocable trust with a banking institution or
trust company, for the sole benefit of the Owners of the Bonds in
respect to which such Federal Securities or certificates of
deposit, principal and interest, received will be sufficient to
make timely payment of the principal, interest and redemption
premiums, if any, on the Outstanding Bonds, shall be considered
"provision for payment." Nothing herein shall be deemed to require
the Issuer to call any of the Outstanding Bonds for redemption
prior to maturity pursuant to any applicable optional redemption
provisions, or to impair the discretion of the Tssuer in determin-
ing whether to exercise any such option for early redemption.
Nothing herein shall be deemed to require the defeasance of all
Outstanding Bonds at any time (1. e., the Issuer may elect to
defease one series of Bonds without defeasing all Outstanding
series of Bonds.
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Section 23. SEVERABILITY. If anyone or more of the cove
nants, agreements or provisions of this Resolution should 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 separate from the remaining covenants, agree-
ments or provisions of this Resolution or of the Bonds issued
hereunoer.
Section 24. EFFECTIVE DATE. This Resolution shall become
effective immediately upon its adoption.
SECTION 2. This Resolution shall become effective immediate-
ly upon its adoptjon.
ADOPTED this ~ day of
~, 198.5. .
CITY C MMISSION OF THE CITY
W ER 80'::=
Mayor
(SEAL)
ATTEST:
~r~
C ty Clerk
Approved as to Form and Legal Sufficiency:
City Attorney
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