HomeMy WebLinkAboutResolution 639 Revenue Bonds
RESOLUTION NO. 639
A RESOLUTION AUTHORIZING THE NEGOTIATED SALE OF
$12,300,000 CITY OF WINTER SPRINGS, FLORIDA WATER AND
SEWER REVENUE BONDS, SERIES 1990; AWARDING THE SALE
THEREOF TO DONALDSON, LUFKIN & JENRETTE SECURITIES
CORPORATION SUBJECT TO THE TERMS AND CONDITIONS OF A
CONTRACT OF PURCHASE; AUTHORIZING THE DISTRIBUTION OF A
PRELIMINARY OFFICIAL STATEMENT AND AN OFFICIAL STATEMENT
IN CONNECTION WITH THE DELIVERY OF THE BONDS; APPOINTING
A TRUSTEE, REGISTRAR AND PAYING AGENT; AUTHORIZING THE
PURCHASE OF BOND INSURANCE TO BE ISSUED BY MUNICIPAL BOND
INVESTORS ASSURANCE CORPORATION; AUTHORIZING THE FUNDING
OF THE RESERVE FUND BY PURCHASE OF A SURETY BOND AND
AUTHORIZING EXECUTION OF A FINANCIAL GUARANTY AGREEMENT
IN CONNECTION THEREWITH; DEFINING THE BOND YEAR; AND
PROVIDING AND EFFECTIVE DATE.
WHEREAS, The City of Winter Springs, Florida (the "Issuer")
has by resolution adopted on April 23, 1990, (the "Resolution"),
authorized the issuance of its not exceeding $12,300,000 City of
Winter Springs, Florida Water and Sewer Revenue Bonds, Series 1990
(the "Bonds"), to (a) finance the acquisition of the existing water
and sewer assets of Seminole Utility Company within the jurisdic-
tion of the Issuer; (b) fund the Reserve Fund for the Bonds; and
(c) pay certain costs of issuing and delivering the Bonds; and
WHEREAS, due to the present instability in the market for
revenue obligations the interest on which is excluded from federal
gross income, the critical importance of the timing of the sale of
the Bonds and due to the willingness of Donaldson, Lufkin &
Jenrette Securities Corporation (the "Underwriter"), to purchase
$12, 300,000 in aggregate principal amount of the Bonds, it is
hereby determined that it is in the best interest of the public and
the Issuer to sell the Bonds at a negotiated sale; and
WHEREAS, the Issuer has received an offer from the Under-
writer to purchase the Bonds, subject to the terms and conditions
set forth in the Contract of Purchase (the "Contract of Purchase"),
a copy of which is attached hereto as Exhibit "A"; and
WHEREAS, the Issuer now desires to sell its Bonds pursuant to
the Contract of Purchase and in furtherance thereof to appoint a
Trustee, Registrar and Paying Agent, to authorize distribution of
a Preliminary Official Statement and an Official Statement in
connection with the issuance of the Bonds, to authorize the
purchase of bond insurance, to authorize the purchase of a surety
bond for deposit in the Reserve Account, and the execution of a
financial guaranty agreement in connection therewith and to make
certain other determinations concerning the Bonds; and
WHEREAS, the Issuer has been provided all applicable dis-
closure information required by Section 218.385, Florida Statutes,
a copy of which is attached as an Exhibit hereto;
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE
CITY OF WINTER SPRINGS, FLORIDA, AS FOLLOWS:
SECTION 1. The negotiated sale of $12,300, 000 City of
Winter Springs, Florida Water and Sewer Revenue Bonds, Series 1990,
is hereby authorized and approved.
SECTION 2. The Bonds are hereby sold to the Underwriter
upon the terms and conditions set forth in the Contract of Purchase
attached hereto as Exhibit "A" and incorporated by reference. The
City Manager is hereby authorized to execute such Contract of
Purchase in substantially the form attached as Exhibit "A", with
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such additional changes, insertions and omissions therein as do not
change the substance thereof and as may be approved by the said
officer of the Issuer executing the same, such execution to be
conclusive evidence of such approval.
SECTION 3. The Bonds shall be dated April 1, 1990, shall
bear interest at the rates, be subject to redemption prior to their
stated dates of maturity, mature on April 1 in the years and
amounts, and be subject to certain other terms as set forth as an
Exhibit hereto. Interest on those Bonds shall be payable on April
I and October 1 of each year commencing October I, 1990.
SECTION 4. The Bonds shall be issued under and secured by
the Resolution and shall be executed and delivered by the Mayor and
attested by the Clerk or other appropriate official of the Issuer
in substantially the form set forth in the Resolution, with such
additional changes and insertions therein as conform to the
provisions of the Contract of Purchase, and such execution and
delivery shall be conclusive evidence of the approval thereof by
such officers.
SECTION 5. The distribution of the Preliminary Official
Statement relating to the Bonds by the Underwriter attached hereto
as an Exhibit is hereby approved, confirmed and ratified, and the
distribution of an Official Statement, of the Issuer relating to
the Bonds is hereby approved, such Official Statement to be in
substantially the form of the Preliminary Official Statement
attached hereto, with such additional changes, insertions and
omissions as do not change the substance thereof except in confor-
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mity with the Contract of Purchase and as may be made and approved
by officers of the Issuer executing the same, such execution to be
conclusive evidence of any such approval.
SECTION 6. Sun Bank, National Association, Orlando,
Florida, is hereby appointed to serve as Trustee under the Resolu-
tion and as Registrar and Paying Agent for the Bonds.
SECTION 7. Insurance to insure the holder of any Bond the
scheduled payment of principal and interest on behalf of the Issuer
is hereby authorized to be purchased from Municipal Bond Investors
Assurance Corporation (UMBIAU) and payment for such insurance is
hereby authorized from Bond proceeds in accordance with the
Commitment for Municipal Bond Insurance is hereby authorized to be
printed on or attached to the Bonds for the benefit and information
of the Bondholders. The appropriate officials of the Issuer are
authorized to execute the commitment for Municipal Bond Insurance
attached hereto.
SECTION 8. The Issuer shall fund the Reserve Fund with a
surety bond purchased from MBIA. The Mayor and City Manger are
authorized to execute a Financial Guaranty Agreement in substan-
tially the form attached hereto, with such changes insertions and
omissions as may be approved by such officers.
SECTION 9. The Bond Year shall mean the 12 month period
commencing on April 1 and ending on the next succeeding March 31.
SECTION IO. The Mayor of the Issuer and the Clerk, the City
Manager, or other appropriate officers of the Issuer are hereby
authorized and directed to execute any and all certifications or
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other instruments or documents required by the Resolution, the
Contract of Purchase, this Resolution or any other document
referred to above as a prerequisite or precondition to the issuance
of the Bonds and any such representation made therein shall be
deemed to be made on behalf of the Issuer. All action taken to
date by the officers of the Issuer in furtherance of the issuance
of the Bonds is hereby approved, confirmed and ratified.
SECTION 11.
All prior resolutions of the Issuer inconsis-
tent with the provisions of this Resolution are hereby modified,
supplemented and amended to conform with the provisions herein
contained and except as otherwise modified, supplemented and
amended hereby shall remain in full force and effect.
SECTION 12.
This Resolution shall take effect immediately
upon its adoption.
PASSED AND ADOPTED by the City Commission of the City of
Winter Springs, Florida this 23rd day of April, 1990.
(SEAL)
Yn.
CITY OF WINTER SPRINGS,
Mayor
Attest:
ln~/-~
City C erk
Form and Legal
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CITY OF WINTER SPRINGS, FLORIDA
$12,300,000
Water and Sewer Revenue Bonds,
Series 1990
CONTRACT OF PURCHASE
April 23, 1990
City of Winter Springs, Florida
1128 East State Road 434
winter Springs, Florida 32708
Gentlemen:
The undersigned, (the "Underwriter") offers to enter into
this agreement with the City of Winter Springs, Florida (the
"city") which, upon your acceptance of this offer, will be binding
upon you and upon us.
This offer is made subject to
agreement on or before 11:00 P.M.,
Standard Time on April 23, 1990.
your acceptance
Eastern Daylight
of this
Savings
1. Purchase Price. Upon the terms and conditions and upon
the basis of the respective representations, warranties and
covenants set forth herein, the Underwriter hereby agrees to
purchase from the City, and the City hereby agrees to sell to the
Underwriter, all (but not less than all) of the $12,300,000
aggregate principal amount of Water and Sewer Revenue Bonds,
Series 1990, of the City (the "Series 1990 Bonds"). The purchase
price is equal to the par amount of the Series 1990 Bonds, namely,
$12,300,000, plus accrued interest from April 1, 1990 to the date
of delivery and shall be paid in accordance with Section 6 hereof.
The Series 1990 Bonds are to be issued under and pursuant to the
ci ty' s "Resolution of the City Commission of the city of winter
Springs, Florida, Authorizing the Issuance of Not Exceeding
$12,300,000 Water and Sewer Revenue Bonds Series 1990 of the City
to be Applied To Acquire The Existing Water and Sewer Assets of
Seminole utilities Company; Providing For the Payment of the
Series 1990 Bonds From the Net Revenues of Such System; Making
Other Covenants and Agreements in Connection Therewith; and
Providing and Effective Date" adopted April 23, 1990, as
supplemented (the "Resolution"). The Series 1990 Bonds shall
mature on the dates and shall bear interest at the rates all as
set forth in the Resolution and described in the Official
statement referred to in Section 2 hereof. Terms initially
capitalized herein and not otherwise defined herein shall have the
meanings set forth in the Official Statement referred to below.
2. Official Statement. At the time of your acceptance
hereof, the City will make available to the Underwriter an
official statement of the City, dated the date hereof, relating to
the Series 1990 Bonds, in substantially the form approved by the
City in the Resolution (which, together with the cover page, and
all exhibits, appendices, and statements included therein or
attached thereto and any amendments and supplements that may be
authorized for use with respect to the Series 1990 Bonds is herein
called the "Official Statement"), executed on behalf of the City
by a duly authorized officer of the City. The City agrees that
within one business day after its acceptance hereof, it shall make
the Official Statement available to the Underwriter in quantities
sufficient to allow compliance with any applicable rules of the
Securities and Exchange Commission (the "SEC") and the Municipal
Securities Rulemaking Board. The City agrees to amend or
supplement the Official statement whenever requested by the
Underwriter within 90 days after the Closing (as defined in
Section 6 hereof), when in the reasonable judgment of the
Underwriter such amendment or supplementation is required.
A draft copy of the Official Statement which, based upon
representations of the Underwriter, has been deemed final by the
City within the meaning of Rule 15c2-12 of the SEC and was
delivered to the Underwriter by the City two business days prior
to the date hereof.
By your acceptance hereof, you hereby authorize and approve
the Official Statement and the form of the Resolution and other
pertinent documents referred to in Section 7 hereof to be lawfully
used by the Underwriter in connection with the offering and sale
of the Series 1990 Bonds.
3. Public Offerinq. The Underwriter intends to make a
public offering of all of the Series 1990 Bonds at not in excess
of the public offering price set forth on the cover of the
Official Statement but may subsequently change such offering price
without any requirement of prior notice. The Underwriter may
offer and sell Series 1990 Bonds to certain dealers (inClUding
dealers depositing bonds into investment trusts) and others at
prices lower than the public offering price stated on the cover of
the Official statement. The Underwriter shall, at or prior to
Closing, certify the price of more than ten percent of each
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maturity of the Series 1990 Bonds as offered and sold to the
pUblic (excluding bond houses and brokers) as being not less than
the offering prices set forth on the cover of the Official
Statement.
4. Representations and Warranties. The City hereby
represents and warrants to the Underwriter that:
(a) The City has duly authorized the Resolution under
the Constitution of the State of Florida, Chapter 166, Part
II, Florida Statutes, Chapter 72-718, Laws of Florida,
Special Act of 1972, as amended and supplemented, being the
Charter of the City of Winter Springs, and other applicable
provisions of laws (the "Act"). The City is a municipal
corporation of the state of Florida, is validly existing
under the Constitution and laws of the state of Florida, and
is authorized and empowered under the Act and the other laws
of the State of Florida (i) to finance, acquire and operate
the water and sewer system to be acquired from Seminole
utilities Company with the proceeds of the Series 1990 Bonds
(the "Project"), (ii) to issue and sell the Series 1990 Bonds
for the purpose of financing and acquiring the Project, and
(iii) to secure the Series 1990 Bonds as provided in the
Resolution;
(b) The City has duly authorized all necessary action
to be taken by it for: (i) the issuance and sale of the
Series 1990 Bonds upon the terms set forth herein and in the
Resolution; (ii) the approval of the Official Statement and
the execution of the Official Statement by a duly authorized
officer; (iii) the application of the proceeds of the Series
1990 Bonds upon the terms set forth in the Resolution; and
(iv) the execution, delivery and receipt of this Contract of
Purchase, the Series 1990 Bonds, the Resolution, and any and
all such other agreements and documents as may be required to
be executed, delivered and received by the City in order to
carry out, give effect to, and consummate the transactions
contemplated hereby, by the Series 1990 Bonds and by the
Resolution;
(c) The information contained in the Official Statement
is and, as of the date of Closing, will be correct in all
material respects and such information does not contain and
will not contain any untrue statement of a material fact and
does not omit and will not omit to state a material fact
required to be stated therein or necessary to make the
statements in such Official Statement, in light of the
circumstances under which they were made, not misleading;
(d) The series 1990 Bonds, when issued, delivered and
paid for as provided herein and in the Resolution, will have
been duly authorized, executed and issued and will constitute
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legal, valid and binding limited obligations of the City
entitled to the benefits of the Resolution. The Series 1990
Bonds will be payable as provided in the Resolution;
(e) The City will apply the proceeds from the sale of
the Series 1990 Bonds as specified in the Resolution and as
more fully described in certificates delivered at the
Closing;
(f) There is no action, suit, proceeding, inquiry or
investigation at law or in equity or before or by any court,
public board or body pending against or affecting the City or
threatened against or affecting the City contesting the due
organization and valid existence of the City or the validity
of the Act or wherein an unfavorable decision, ruling or
finding would adversely affect (i) the transactions
contemplated hereby or by the Resolution or (ii) the validity
or due adoption of the Resolution or the validity, due
authorization and execution of the Series 1990 Bonds, the
Resolution, this Contract of Purchase, or any agreement or
instrument to which the city is a party and which is used or
contemplated for use in the consummation of the transactions
contemplated hereby or by the Resolution or (iii) the
condition or operations of the City or the billing and
collection of rates and charges from the City's existing
water and sewer system or the Project;
(g) The authorization, execution and delivery by the
City of the Official Statement, this Contract of Purchase,
the Series 1990 Bonds, the Resolution and the other documents
contemplated hereby and by the Official Statement, and
compliance by the City with the provisions of such
instruments, do not and will not conflict with or constitute
on the part of the City a breach of or a default under any
provision of the Constitution of the State of Florida or any
existing law, court or administrative regulation, decree or
order or any agreement, resolution, mortgage, lease or other
instrument by which the City or its properties are or, on the
date of Closing will be, bound; and
(h) The City agrees to cooperate with the Underwriter
and its counsel in any endeavor to qualify the Series 1990
Bonds for offering and sale under the securities or blue sky
laws of such jurisdictions of the United States as the
Underwriter may request, however, the City shall not be
required to subject itself to service of process in the
jurisdiction of any state other than Florida, and the City
hereby consents to the lawful use of the Official statement
by the Underwriter in obtaining such qualifications.
5. Good Faith Deposit. The Underwriter has delivered to the
City, and the City hereby acknowledges receipt of, a check in the
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amount of $123,000 being 1% of the aggregate principal amount of
the Series 1990 Bonds. The City shall, as security for the
faithful performance by the Underwriter of its obligations
hereunder, hold such check as follows:
(a) at the Closing, such check shall be returned to the
Underwriter uncashed, upon delivery of the Series 1990 Bonds;
(b) if the city fails to deliver the Series 1990 Bonds
at the Closing, or if the city shall be unable at or prior to
the closing to satisfy the conditions to the obligations of
the Underwriter contained herein, or if the obligations of
the Underwriter shall be terminated for any reason permitted
hereby, such amount shall be returned forthwith to the
Underwriter for the account of the Underwriter; or
(c) if the Underwriter fails (other than for a reason
permitted hereby) to accept and pay for the Series 1990 Bonds
upon tender thereof by the City as provided herein, such
moneys shall be retained by the City as and for full
liquidated damages for such failure and for any and all
defaults on the part of the Underwriter, and the delivery of
such check shall constitute satisfaction of, and shall result
in full release and discharge of, all claims and damages for
such failure and for any and all such defaults and neither
the City nor any other person shall have any further action
for damages, specific performance or any other legal or
equitable relief against the Underwriter.
6. Reqistration of, and Payment for, the Series 1990 Bonds.
At 10:00 a.m. on or about April 26, 1990, or at such other time or
date as shall have been mutually agreed upon by the City and the
Underwriter, the city will deliver, or cause to be delivered, to
The Depository Trust Company, New York, New York ("DTC") the
Series 1990 Bonds and deliver, or cause to be delivered, to the
Underwriter, all documents hereinafter mentioned (the "Closing").
The Series 1990 Bonds shall be issued as one fully registered bond
for each maturity, shall bear proper CUSIP numbers and shall be
registered in the name of Cede & Co. as nominee of DTC, which will
act as securities depository for the Series 1990 Bonds. Subject
to the conditions contained herein, the Underwriter will accept
such delivery and pay the purchase price of the Series 1990 Bonds
including accrued interest to the Trustee to the account of the
City, by wire transfer in immediately available funds on April 26,
1990'ImmediatelY upon receipt of the purchase ~O'OOO
and credit to the Acquisition Fund under the Resolution, the
Trustee shall make payment to the Underwriter of $147,600
representing the Underwriter's compensation and shall pay
Municipal Bond Insurance corporation the premium for its policy of
bond insurance, both by wire transfer in immediately available
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Municipal Bond Insurance Corporation the premium for its policy of
bond insurance, both by wire transfer in immediately available
funds as instructed by the payees. The Trustee shall also make
such payments in such form as it shall be directed by a closing
certificate prepared by Bond Counsel including disbursement to
Seminole utilities Company of the balance remaining and credited
to the Acquisition Fund after the foregoing payments have been
made. All such payments shall be deemed simultaneous, and the
obligation of the Underwriter to pay the purchase price is
expressly made conditional on the payment of the amounts referred
to in this paragraph by the Trustee.
Payment for and delivery of the documents as aforesaid shall
be made at the offices of Parker, Owen, McGuire, Michaud, Lang and
Kruppenbacher, P. A., Orlando, Florida (" Bond Counsel"), or such
other place as may be agreed upon by the Underwriter and the City.
Such payment and delivery is herein called the "Closing." The
Series 1990 Bonds will be made available to the Underwriter for
checking not less than 24 hours prior to the Closing.
7. Certain Conditions to Underwriter's Obliqations. The
obligations of the Underwriter hereunder shall be subject to (i)
the performance by the City of its obligations to be performed
hereunder, (ii) the accuracy in all material respects of the
representations and warranties of the City herein as of the date
hereof and as of the time of the Closing, and (iii) the following
conditions:
(a) At t!1e time of Closing, (i) the Resolution shall
have been adopted and delivered in the form approved by the
Underwriter and shall be in full force and effect and shall
not have been amended, modified or supplemented except as may
have been agreed to in writing by the Underwriter, (ii) the
proceeds of the sale of the Series 1990 Bonds shall be
applied as described in the Official Statement, and (iii) the
City shall have duly adopted and there shall be in full force
and effect such resolutions as, in the opinion of Bond
Counsel, shall be necessary in connection wi th the
transactions contemplated hereby;
(b) At the time of the Closing, there shall have been a
closing in escrow on the acquisition by the City of the
Project such that payment by the City of the acquisition
price of the Project from the proceeds of the Series 1990
Bonds will be sufficient to release all documents from
escrow;
(c) At or prior to the Closing, the Underwriter shall
have received two executed copies of each of the following
documents:
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things, the validity of the Series 1990 Bonds and the
exclusion of the interest on the Series 1990 Bonds from
Federal gross income for Federal and state income tax
purposes, in substantially the form set forth as
Appendix C to the Official statement;
(2) a supplemental opinion, dated the date of the
Closing, of Bond Counsel addressed to the City and the
Underwriter stating that the information in the Official
statement under the captions "Description of the 1990
Bonds," "Tax Exemption" and "Security for the 1990
Bonds," insofar as such statements purport to summarize
certain portions of the Resolution and the sections of
law purported to be summarized therein, present a fair
and accurate summary of the Resolution and the sections
of law purported to be summarized therein;
(3) an opinion, dated the date of the Closing, of
Parker, Johnson, Owen, McGuire, Michaud, Lang &
Kruppenbacher, P.A., Orlando, Florida, as counsel to the
ci ty, addressed to the ci ty and the Underwri ter
substantially in the form of the draft copy previously
submitted by such counsel to the Underwriter;
(4) an opinion, dated the date of the Closing, of
Rose, Sundstrom & Bentley, Tallahassee, Florida, as
special utility counsel to the City, addressed to the
Underwriter stating that the opinion delivered by such
firm in connection with the closing on the acquisition
by the City of the 1990 System may be relied on by the
Underwriter as though the same were addressed to it;
(5) an opinion, dated the date of the Closing, of
Broad and Cassel, Maitland, Florida, as special counsel
to the Seller of the Project, addressed to the City and
the Underwriter stating that the opinion delivered by
such firm in connection with the closing on the
acquisition by the City of the 1990 System may be relied
on by the Underwriter as though the same were addressed
to it;
(6) an op1n10n, dated the date of the Closing, of
Webster & Sheffield, New York, New York, counsel for the
Underwriter, addressed to the Underwriter as to
exemption from registration with the SEC and certain
"due diligence" procedures;
(7) a letter of Rachlin & Cohen, special utility
accountants to the City, addressed to the Underwriter
stating that the fairness opinion delivered by such firm
.in connection with the closing on the acquisition by the
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City of the 1990 System may be relied on by the
Underwriter as though the same were addressed to it;
(8) a certificate of the City, dated the date of
the Closing and signed by a duly authorized officer of
the ci ty and in form and substance reasonably
satisfactory to the Underwriter, to the effect that (i)
no event has occurred since the date of the Official
Statement which should be disclosed in the Official
Statement for the purpose for which it is to be used or
which is necessary to be disclosed therein in order to
make the statements and information therein not
misleading as of the date of Closing; (ii) the
representations and warranties of the City herein are
true and correct in all material respects as of the date
of the Closing and all obligations to be performed by
the City hereunder on or prior to the date of the
Closing have been performed; and (iii) no litigation or
other proceedings are pending or, to the knowledge of
the City, threatened in or before any agency, court or
tribunal, state or federal, (A) restraining or enjoining
or seeking to restrain or enj oin the issuance, sale,
execution or delivery of any of the Series 1990 Bonds or
the billing or collection of rates and charges pledged
to the payment of the principal of and premium, if any,
and interest on the Series 1990 Bonds, (B) questioning
or affecting the validity of any provision of the Series
1990 Bonds, the Resolution, this Contract of Purchase or
any agreement or instrument to which the City is a party
and which is used or contemplated for use in the
consummation of the transactions contemplated hereby or
by the Resolution, (C) questioning or affecting the
validity of any of the proceedings or the authority for
the authorization, sale, execution or delivery of the
Series 1990 Bonds, (D) questioning or affecting the
organization or existence of the City or the title of
any of its officers to their respective offices or any
powers of the City under the laws of the State of
Florida, (E) contesting or affecting the exclusion of
interest on the Series 1990 Bonds from Federal gross
income for Federal or from State intangible personal
property taxes, (F) contesting or affecting the billing
and collection of rates and charges for water and sewer
service by the City or (G) contesting the accuracy or
completeness of the Official Statement or any amendment
or supplement thereto; provided, however, that in lieu
of such certificate the Underwriter may, in its
discretion, accept the opinion of Parker, Johnson, Owen,
McGuire, Michaud, Lang & Kruppenbacher, P. A., as Bond
Counsel, stating that the issues raised by any such
pending or threatened litigation or proceeding are
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pending or threatened litigation or proceeding are
without substance or that the contentions of all
plaintiffs therein are without merit;
(9) the Official statement executed on behalf of
the City by a duly authorized officer thereof;
(10) the Resolution and specimens of the Series
1990 Bonds;
(11) a certified copy of the rate ordinance of the
City providing for billing and collection of rates and
charges by the City for water and sewer service in the
Project;
(12) a copy of all resolutions of the City
authorizing the execution of the Official statement and
the execution and delivery of the Resolution, the Series
1990 Bonds and this Contract of Purchase, certified as
having been duly adopted and being in full force and
effect and as constituting all resolutions of the City
enacted with respect to the Series 1990 Bonds;
(13) a certificate of a duly authorized officer of
the City, satisfactory to the Underwriter, dated the
date of Closing, stating that such officer is charged,
either alone or with others, with the responsibility for
issuing the Series 1990 Bonds; setting forth, in the
manner permitted by Section 1.103-13(a)(2)(ii) of the
Treasury Regulations, the reasonable expectations of the
city as of such date as to the use of proceeds of the
Series 1990 Bonds and of any other funds of the City
expected to be used to pay principal or interest on the
Series 1990 Bonds and the facts and estimates on which
such expectations are based; and stating that, to the
best of the knowledge and belief of the certifying
officer, the city's expectations are reasonable;
(14) Evidence satisfactory to the Underwriter and
Bond Counsel that the Bond Insurance policy and the
Surety Bond described in the Official Statement are in
effect;
(15) other certificates of the City listed on a
Closing Memorandum to be approved by counsel to the
City, Bond Counsel and counsel to the Underwriter; and
such additional legal opinions, certificates,
proceedings, instruments, letters of rating agencies, if
any, and other documents as the counsel to the
Underwriter or Bond Counsel may reasonably request to
evidence compliance by the City with legal requirements,
the truth and accuracy, as of the time of Closing, of
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herein and t?e due performance or satisfaction by the
City at or pr10r to such time of all agreements then to
be performed and all conditions then to be satisfied by
the City.
All such opinions, certificates, letters, agreements and
documents will be in compliance with the provisions hereof only if
they are reasonably satisfactory in form and substance to the
Underwriter and counsel to the Underwriter. The City will furnish
the Underwriter with such conformed copies or photocopies of such
opinions, certificates, letters, agreements and documents as the
Underwriter may reasonably request.
8. Termination. The Underwriter shall have the right to
cancel its obligation to purchase the Series 1990 Bonds if (i)
between the date hereof and the Closing, legislation shall be
enacted or recommended to the Congress or otherwise endorsed for
passage (by press release, other form of notice or otherwise) by
the President of the united states, the Treasury Department of the
Uni ted states, the Internal Revenue Service or the Chairman or
ranking minority member of the Committee on Finance of the United
States Senate or the Committee on Ways and Means of the United
States House of Representatives or favorably reported for passage
to either House of the Congress by any committee of such House to
which such legislation has been referred for consideration, or a
bill to amend the Internal Revenue Code (which, if enacted, would
take effect in whole or in part as of a date prior to the Closing)
shall be filed in either house, or recommended for passage by the
Congress by any j oint or conference committee thereof, or a
decision by a court of the united States or the United States Tax
Court shall be rendered, or a ruling, regulation or statement by
or on behalf of the Treasury Department of the United States, the
Internal Revenue Service or other governmental agency shall be
made or proposed to be made, with respect to the Federal taxation
upon revenues or other income of the general character to be
derived by the City or by any similar body, or upon interest on
obligations of the general character of the Series 1990 Bonds, or
other action or events shall have transpired which may have the
purpose or effect, directly or indirectly, of changing the Federal
income tax consequences of any of the transactions contemplated in
connection herewith and, in the opinion of the Underwriter,
materially adversely affects the market price of the Series 1990
Bonds, or the market price generally of obligations of the general
character of the Series 1990 Bonds, or (ii) there shall exist any
event which in the Underwriter's judgment either (a) makes untrue
or incorrect in any material respect any statement or information
contained in the Official Statement or (b) is not reflected in the
Official Statement, but should be reflected therein in order to
make the statements and information contained therein not
misleading in any material respect, or (iii) there shall have
occurred any outbreak of hostilities or any national or
international calamity or crisis including a financial crisis, or
-10-
a financial crisis or a default with respect to the debt
obligations of, or the institution of proceedings under the
federal or the state bankruptcy laws by or against the state of
Florida or any subdivision, agency or instrumentality of such
state, the effect of which on the financial markets of the united
states being such as, in the reasonable judgment of the
Underwri ter, would make it impracticable for the Underwriter to
market the Series 1990 Bonds or to enforce contracts for the sale
of the Series 1990 Bonds, or (iv) there shall be in force a
general suspension of trading on the New York stock Exchange, or
(v) a general banking moratorium shall have been declared by
ei ther Federal, Florida or New York authorities, or (vi) there
shall have occurred since the date of this Contract of Purchase
any material adverse change in the affairs of the City or the City
is unable to consummate the closing of the acquisition of the
proj ect as contemplated by this Contract of Purchase and the
Official Statement, or (vii) legislation shall be enacted or any
action shall be taken by the Securities and Exchange Commission
which, in the opinion of counsel for the Underwriter, has the
effect of requiring the contemplated distribution of the Series
1990 Bonds to be registered under the Securities Act of 1933, as
amended, or the Resolution or any other document executed in
connection with the transactions contemplated hereof to be
qualified under the Trust Indenture Act of 1939, as amended, or
(viii) a stop order, ruling, regulation or official statement by
or on behalf of the Securities and Exchange Commission shall be
issued or made to the effect that the issuance, offering or sale
of the Series 1990 Bonds, or of obligations of the general
character of the Series 1990 Bonds as contemplated hereby, or the
offering of any other obligation which may be represented by the
Series 1990 Bonds is in violation of any provision of the
Securities Act of 1933, as amended, the Securities Exchange Act of
1934, as amended, or the Trust Indenture Act of 1939, as amended,
or (ix) any state blue sky or securities commission shall have
withheld registration, exemption or clearance of the offering, and
in the reasonable judgment of the Underwriter the market for the
Series 1990 Bonds is materially affected thereby.
If the City shall be unable to satisfy any of the conditions
to the obligations of the Underwriter contained in this Contract
of Purchase and such condition is not waived by the Underwriter,
or if the obligations of the Underwriter to purchase and accept
delivery of the Series 1990 Bonds shall be terminated or cancelled
for any reason permitted by this Contract of Purchase, this
Contract of Purchase shall terminate and neither the Underwriter
nor the City shall be under further obligation hereunder and
neither the Underwriter nor any other person shall have any
further action for damages, specific performance or any other
legal or equitable relief against the City, provided that the
respective obligations to pay expenses, as provided in Section 11
hereof, shall continue in full force and effect.
-11-
9. Particular Covenants. The City covenants and agrees with
the Underwriter as follows:
(a) The City shall furnish or cause to be furnished to
the Underwriter, without charge, as many copies of the
Official statement as the Underwriter may reasonably request;
and
(b) Before revising, amending or supplementing the
Official statement, the City shall furnish a copy of the
revised Official statement or such amendment or supplement to
the Underwriter. If in the opinion of the City and the
Underwriter a supplement or amendment to the Official
statement is required, the City will supplement or amend the
Official statement in a form and in a manner approved by the
Underwriter and its counsel.
10. Survival of Renresentations. All representations,
warranties and agreements of the City hereunder shall remain
operative and in full force and effect, regardless of any
investigation made by or on behalf of the Underwriter and shall
survive the delivery of the Series 1990 Bonds.
11. Payment of Exnenses. The City agrees to pay, to the
extent not paid by someone else, any expenses incident to the
performance of its obligations hereunder, including but not
limited to: (i) the cost of the preparation and distribution of
the Resolution; (ii) the cost of the preparation and printing of
the Official Statement and any supplements thereto, together with
a number of copies which the Underwriter may request; (iii) the
cost of registering the Series 1990 Bonds in the name of Cede &
Co., as nominee of The Depository Trust Company, New York, New
York, which will act as securities depository for such bonds; and
(iv) the fees and disbursements of Counsel to the City and of Bond
Counsel and any other experts or consultants retained by the City.
The City shall be under no obligation to make payment for the
costs otherwise provided for pursuant to Section 6 hereof or pursuant
to amendment No. 1 to Agreement of Settlement of Condemnation Lawsuit
dated 10/23/89.
The Underwriter agrees to pay (i) all advertising expenses in
connection with the public offering of the Series 1990 Bonds; (ii)
the cost of preparing and printing the blue sky and legal
investment memoranda, and filing fees in connection with the
aforesaid blue sky and legal investment memoranda other than the
costs of preparation of the Official Statement; (iii) fees and
expenses of counsel to the Underwriter; and (iv) all other
expenses incurred by the Underwriter in connection with its public
offering and distribution of the series 1990 Bonds.
12. Notices. Any notice or other communication to be given
to the City under this Contract of Purchase may be given by
delivering the same in writing at its address set forth above, and
-12-
any notice or other communication to be given to the Underwriter
under this Contract of Purchase may be given by delivering the
same in writing to Donaldson, Lufkin & Jenrette Securities
Corporation, 140 Broadway, New York, New York 10005, Attention:
Douglas J. Sealy, Public Finance Division.
13. Parties. This Contract of Purchase is made solely for
the benefit of the City and the Underwriter (including the
successors or assigns of the Underwriter) and no other person
shall acquire or have any right hereunder or by virtue hereof.
14. Governinq Law. This Contract of Purchase shall be
governed by and construed in accordance with the laws of the State
of Florida.
15. General. This Contract of Purchase may be executed in
several counterparts, each of which shall be regarded as an
original and all of which will constitute one and the same
instrument. The section headings of this Contract of Purchase are
for convenience of reference only and shall not affect its
interpretation. This Contract of Purchase shall become effective
upon your acceptance hereof.
Very truly yours,
DONALDSON, LUFKIN & JENRETTE
SECURITIES CORPORATION
By: Authorized Officer
Accepted and agree to as of
the date first above written:
CITY OF WINTER SPRINGS, FLORIDA
By: City Manager
-13-
SPECIMEN FINANCIAL GUARANTY AGREEMENT
FINANCIAL GUARANTY AGREEMENT made as of (DATE OF OBLIGATIONS] by and
between (ISSUER) (the "Issuer") and MUNICIPAL BOND INVESTORS ASSURANCE
CORPORATION (the "Insurer"), organized under the laws of the state of New York.
WIT N E SSE T H :
WHEREAS, the Issuer has Or will issue the Obligations; and
WHEREAS, pursuant to the terms of the Document the Issuer agrees to make
certain payments on the Obligations; and
WHEREAS, the Insurer will issue its Surety Bond, substantially in the
form set forth in Annez A to this Agreement, guaranteeing certain payments by
the Issuer subject to the terms and limitations of the Surety Bond; and
WHEREAS, to induce the Insurer to issue the Surety Bond, the Issuer has
agreed to pay the premium for the Surety Bond and to reimburse the Insurer for
all payments made by the Insurer under the Surety Bond, all as more fully set
forth in this Agreement; and
WHEREAS, the Issuer understands that the Insurer expressly requires the
delivery of this Agreement as part ot the consideration for the execution by
the Insurer of the Surety Bond; and
NOM, THEREFORE, in consideration ot the prembe. and of the agreements
herein contained and of the execution of the Surety Bond, the Issuer and the
Iusurer aqree as follows:
ARTICLE I
DEFlNITIONS; SURETY BOND
Section 1.01. Definitions. The terms which are capitalized herein shall
have the meanings specified in Annex B hereto.
Section 1.02. Surety Bond.
(a) The Insurer will issue the Surety Bond in accordance with and
Subject to the terms and conditions of the Commitment.
(b) The maximum liability of the Insurer under the Surety Bond and
the coverage and term thereof shall be subject to and limited by the
terms and conditions of the Surety Bond.
Section 1.03. Premtym. In Consideration of the Insurer agreeing to
issue the Surety Bond hereunder, the Issuer hereby agrees to payor cause to
he paid the Premium set: forth in the Annex B hereto. The Premium on the
Surety Bond is not refundable for any reason..
Section 1.04. Certain Other Expenses. The Issuer will pay all
reasonable fees and disbursements of the Insurer's special counsel related to
any modification of this Agreement or the Surety Bond.
ARTICLE II
REIMBURSEMENT AND INDEMNIFICATION
OBLIGATIONS OF ISSUER AND SECURITY THEREFOR
Section 2.01. Reimbursement for Payment Under the Surety Bond and
Expenses: Indemnatlon.
(a) The Issuer will reimburse the Insurer, within the Reimbursement
Period, without demand. or notice by the Insurer to the Issuer or any
other person, to tl1e extent of each Surety Bond Payment with interest on
each Surety Bond Payment from and including the date made to the date of
the reimbursement at the lesser of the Reimbursement Rate or the maximum
rate of interest permitted by then applicable law.
(b) The Issuer also a9rees to reimburse the Insurer immediately and
uncondl t:1onaJ..1Y upon aemand, ~o tlle extent permitted by state law, for
all reasonable expenses incurred b1 the Insurer in connection with the
Surety Bond and the enforcement by the Insurer of the Issuer's
obligations under this Aqreement, the Docwnent, and. any other document
executed in connection with the issuance of the Ob119ations, toqether
with interest on all such expenses from and including the date incurred
to the date of payment at the rate set forth in subsection (a) of this
Section 2.01.
(c) The Issuer agrees to indemnify the Insurer, to the extent
permitted by state law, against any and all liability, claims, loss,
costs. damaqes, fees of attorneys and other expenses which the Insurer
may sustain or incur by reason of or in consequence of (i) the failure of
the Issuer to perform or comply with the covenants or conditions of this
Agreement or (H) reliance by the Insurer upon representations made by
the Issuer to perform or comply with the convenants or conditions of thisof the
Document or any other documents ezecuted in connection with the issuance
of the Obligations.
(d) The Obligor and the Issuer agree that all amounts owing to the
Insurer pursuant to Section 1.03 hereof and this Section 2.01 must be
paid in full prior to any optional redemption or refunding of the
Obligations.
(e) All payments made to the Insurer under this Agreement shall be
paid in lawful currency of the United States in imme<Jiately available
funds at the Insurer's office at 113 King Street, Armonk, New York 10504,
Attention: Accounting and Surveillance Departments, or at such other
place as shall be designated by the Insurer.
Section 2.02. Allocation of Payments. The Insurer and the Issuer hereby
agree that each payment received by the Insurer from or on behalf of the
Issuer as a reimbursement to the Insurer as requirea by Section 2.01 hereof
shall be applied by the In~urer first, toward payment of any unpaid premium;
second, toW'ard repayment of the aggregate Sutety Bond Payments made by the
Insurer and not yet repaid, payment of which will reinstate all Or a portion
of the Surety Bond Coverage to the extent of such repayment (but not to exceed
the Surety Bond Limit); and third, upon full reinstatement of the Surety Bond
Coverage to the Surety Bond Limit, toward other amounts, includin9, witho\lt
limitation, any interest payable with respect to any Surety Bond Payments then
due to the Insurer.
Section 2.03. Security tor Payments; Instruments of Further Assurance.
To the extent, but only to the extent, that the Document, or any related
indenture, trust agreement, ordinance, resolution, mortgage, security
agreement or similar instrument, it any, pledges to the owners or any trustee
therefor, or grants a security interest or lien in or on any collateral,
property, revenue or other payments ("Collateral and Revenues") in order to
secure the Obligations or provide a sourCe of payment for the Obli9ations, the
Issuer hereby grants to the Insurer a security interest in or lien on, as the
case may be, and. pledqes to the Insurer all such Collateral and Revenues as
securi ty for payment of all amounts due hereunder and under the Document or
any other document executed in connection with the issuance of the
Obli9ations, which security interest, lien and/or pledge created or granted
under this Section 2.03 shall be subordinate only to the interests of the
Owners and any trustee therefor in such Collateral and Revenues, except as
otherwise provided. The Issuer agrees. that it will, .from time to time,
execute, acknowledge and deliver, or. cause to be executed, acknowled.Cled and
delivered, any and all financing statements, if applicable, and all other
further statements as may be required by law or as shall reasonably be
requested by the Insurer for the perfection of the security interest, if any
granted under this Section 2.03 and for the preservation and protection'of all
rights of tbe Insurer under this Section 2.03.
Section 2.04. Unconditional Obli9ation. The Obligations hereunder are
absolute and unconditional and will be paid or performed strictly in
accordance with this Aqreement, subject to the limitations of the Document,
irrespeotive of:
(a) any lack of validity or enforceability of, or any amendment or
other modification of, or waiver with respect to the Obligations, the
Document or anl' other document executed. in connection with the issuance
of the Obligations; or
(b) any exchange, release or nonperfection of any security interest
in property securing the Ol>liqations or this Agreement or any obligations
hereunder; or
(c) any circumstances that might otherwise constitute a defense
available to, or discharge of, the Issuer with respect to the
Obligations, the Document or any other document executed in connection
with the issuance of the Obligations; or
(d) whether or not such obligations are contingent or matured.,
disputed or undisputed, liquidated or unliquidated.
Section 2.05. Subrogation Rlqhts. To the extent of payments made and
expenses incurred by the Insurer in connection with the Obligations and this
Agreement, the Insurer shall be fully subrogated to the rights of the Paying
Agent and the Owners against the Issuer, - which -rights shall be subordinate to
the ri9hts of the Owners to receive regularly scheduled principal and interest
on the Obligations.
Section 2.06. On-Going Information Obligations of Issuer
(a) Ouarterly Reports. The Issuer will provide to the Insurer
within 45 days of the close of each quarter interim financial statements
covering all fund balances under the Dooument, a statement of operations
(income statement), balance sheet and changes in fund balances. These
statements need not be audited by an independent certified public
accountant, but it any audited statements are produced, they must be
provided to the Insurer:
(b) Annual Reports: The issuer will provide to the Insurer annual
financial statements audited by an independent certified public
accountant within 90 days of the end of each fiscal year;
(c) Access to Facilities, Books and Records. The Issuer will grant
the Insurer reasonable access tu the project financed by the Obligations
and will make available to the Insurer, at reasonable times and upon
reasonable notice all books and records relative to the project financed
by the Obligations; and
(<1) Compliance Certificate. On an annual basis the issuer will
provide to the Insurer a certificate confir.in9 compliance with all
covenants and obligations hereunder and under the Revenue Agreement, the
Document or any other document executed in connection with the issuance
of the Obligations.
ARTICLE III
AMENDMENTS TO DOCUMENT
So long as this Agreement is in effect, the Issuer &qrees that it will
not agree to amend the Document or any other document executed in connectiOn
with the issuance of the Obligations, without the prior written consent of the
Insurer.
ARTICLE IV
EVENTS OF DEFAULT; REMEDIES
Section 4.01. Events of Defaute. The following events shall constitute
Events of Default hereunder:
(a) The Issuer shall fail to pay to the Issuer when the...
payable under Sections 1.03; or
(b) The Issuer shall fail to pay to the Insurer any amount payable
under Sections 1.04 and 2.01 hereof and such failure shall have
continued for a period in excess of the Reimbursement Period: Or
(c) Any material representation or warranty made by the Issuer
under the Document or hereunder or any statement in the application for
the Surety Bond or anl refort, certificate, financial statement, document
or other instrument provided in connection with the Ciommitment. The
Surety Bond, the Obligations, or herewith shall have been materially
false at the time when made; or
(d) Except as otherwise provided iu thh Section 4.01, the Issuer
shall fail to perform auy of its other obligations under the Document, or
any other documeut eKecuted in connection with the issuance of the
Obligations, or hereunder, provided that such failure continues for more
than 30 days after receipt by the Issuer of written notice of such
failure to perform; or
(e) The Issuer shall (i) voluntarily conunence any proceeding or
file any petition seeking relief under the United States Bankruptcy Code
or any other Federal, state or foreign baukruptcy, insolvency or similar
law, (ii) consent to the lusti tution of, or tail to controvert in a
timely and appropriate manner, any such proceeding or the filing of any
such petition, (iii) apply for or consent to the appointment of a
receiver, trustee. custodian, sequestrator or similar Official for such
party or for a substantial part of its property, (iv) file an answer
admitting the material alle9ations of a petition filed against it in any
such proceeding, (v) make a general assigment for the benefit of
creditors, (vi) become unable, a&rlit in writing its inability or fail
generally to pay its debts they become due or (vii) take action for
the purpose of effecting any of the foregoing: or
(t) An involuntary proceeding shall be commenced or an involuntary
petition shall be filed in a court of competent jurisdiction seeking (i)
relief in respect of the Issuer, or of a substantial part of its
property, under of the United States Bankruptcy Code or any other
Federal, state or foreign baakruptcy, insolvency or similar 'law or (ii)
the appoinblent of a receiver, trustee, custodi811, sequestrator or
similar official for the Issuer or for a substantial part of its
property; and such proceedinq or petition shall continue undismissed for
60 days or an order qr decree approviug or ordering any of the foregoing
shall continue unstayed and in effect for 30 days.
Section 4.02. Bemedies. If an Event of Default shall occur and be
continuing, then the Insurer may take whatever action at law or in equity may
appear necessary or desirable to collect the amounts then due and thereafter
to become due under this Agreement or to enforce performance of any obligation
of the Issuer to the Insurer under the Document or any related instrument, and
any obligation, agreement or covenant of the Issuer under this Agreement;
provided. however, that the Insurer may not take eny action to direct or
require acceleration or other early redemption of the Obligations or adversely
affect the rights of the Owners. In addition, if an Event of Defaul shalll
occur due to the failure to pay to the Insurer the amounts due under Section
1.03 hereof, the Insurer shall have the ri9ht to cancel the Surety Bond in
accordance with its terms. All rights and remedies of the Insurer under this
Section 4.02 are cumulative end the exercise of anyone remedy does not
preclude the exercise of oue or more of the other available remedies.
ARTICLE V
SETTLEMENT
The Insurer shall have the exclusive right to decide and determine
whether any claim, liability, suit or judgement made or brought against the
Insurer, the Issuer or any other party on the Surety Bond shall or shall not
be paid, compromised, resisted, defended, tried or appealed, and the Insurer's
decision thereon, if made in good faith, shall be final and binding u~on the
Insurer, the Issuer and any other party on the Surety Bond. An itemized
statement of payments mad& by the Insurer, certified by an officer of the
Insurer, or the voucher or vouchers for such payments, shall be prima facie
evidence of the liability of the Issuer, and if the Issuer fails to
immediately reimburse the Insurer upon the receipt of such statement of
payments, interest shall be computed on such amount from the date of any
payment made by the Insurer at the rate set forth in subsection (a) of Section
2.01 hereof.
ARTICLE VI
MISCELLANEOUS
Section 6.01. Interest Computations. All computations of interest dU$
hereunder ghall be made on the basis of the actual number of days elapsedov~r
a year of 360 days.
Section 6.02. Exercise of Rights. No failure or delay on the. part .of
the Insurer to exercise any riqht, power or privilege under this agreement. and
no course of dealinq between the Insurer and the Issuer or any other party
shall operate as a waiver of any such right, power or privilege, nor shall any
single or partial exercise of any such right, power or privilege preclude any
other or further exercise thereof or the exercise of any other right, power or
privilege. The rights and remedies herein expressly provided are. cumulative
and not exclusive of any rights or remedies which the Insurer would otherwise
have pursuant to law or equity. No notice to or demand on any party in any
case shall enti tIe such party to any other or further notice or demand in
similar or other circumstances, or constitute a waiver of the right of the
other party to any other or further action in anl circumstances without notice
or demand.
Section 6.03. Amendment and Waiver Any provision of this Agreement' may
be amended, waived, supplemented, discharged or terminated only with the prior
written consent of the Issuer and the Insurer. The Issuer hereby agrees that
upon the written request of the Paying Agent, the Insurer may make or consent
to issue any substitute for the Surety Bond to cure any ambiguity or formal
defect or omission in the Surety Bond which does not materially change the
terms of the Surety 80nd nor adversely affect the rights of the Owners, and
this A.greement shall apply to such substituted. surety bond. "the Insurer
agrees to deliver' to the Issuer and to the company or companies, if any,
rating the Obligations, a copy of such substituted surety bond.
Section 6.04. Successors and Assigns: Descriptive Headings.
(a) This Agreement shall bind, and the benefits thereof shall inure
to, the Issuer and the Insurer and their respective successors
and assigns; provide, that the Issuer may not transfer or assign any or
all of its rights and obligations hereunder without the prior written
consent of the Insurer.
(b) :the descriptive hea~ln96 of the various provisions of this
Agreement are inserted for convenience of reference only and shall not be
deemed to offset the meaning or construction of any of the provisions
hereof
Section 6.05. Other Sureties. If the Insurer shall procure any other
surety to reinsure the Surety Bond, this agreement shall inure to the benefit
of such other surety, its successors and assigns, so as to give to it a direct
right of action against the Issuer to enforce this Agreement, and "the
Insurer," 'Wherever used herein, "shall be deemed to include such reinsuring
surety, as its respective interests may appear.
Section 6.06. Signature of Bond. The Issuer's liability shall not be
affected by its failure to 819n the Surety Bond nor by any claim that other
indemnity or secu.I'ity we. to have been obtained nor by the release of any
indemnity, nor the return or exchange of any collateral that may have been
obtained.
Section 6.07. Waiver. The Issuer waives any defense that this Agreement
was executed subsequent to the date of the Surety Bond, admitting and
covenantion that such Surety Bond wes e:xecuted pursuut to the Issuer's
request and in reliance on the Issuer's promise to execute this Agreement~
Section 6.08. Notices, Requests, Demands. Except as otherwise expressly
provided herein, all written notices, requests. demands or other
communications to or upon\ the respective parties hereto shall be deemed to
have been given or made when actUAlly reoeived, or in the case of telex or
telecopier notice sent over a telex or a telecopier machine owned or operated
by a party hereto, when sent, addressed as specified below or at such other
address as any of the parties may hereafter specify in writing to the others:
If to the Issuer:
[NAME AND ADDRESS
Attention: [NAME]
If to the Paying Agent:
[NAME]
AttentIon: [NAME]
If to the Insurer:
Municipal Bond Investors Assurance Corporation
113 King Street
Armonk, New York 10504
Attention: Surveillance Department
P.19
Section 6.09. Survival of Representations and Warranties. All
representations, warranties and obligations contained herein shall
survive the execution and delivery of this Agreement and the Surety Bond.
Section 6.10. Governing Law:. This Agreement and the rights and
obligations of the parties under this Agreement shall be governed by and
construed 3nd interpreted in accordance with the laws of the State.
Section 6.11. Counterparts. This Agreement may be executed in any
nwnber of copies and by the different patties hereto on the same or
separate counterparts, each of which shall be deemed to be an original
instrument. Complete counterparts of this Agreement shall be lodged
with the Issuer and the Insurer.
Section 6.12. Severability. In the event any provision of this
Agreement shall be held invalid or unenforceable by any court of
competent jurisdiction, such holding shall not invalidate or render
unenforceable any other provision hereof.
SectiOn 6.13. Survlval of Obligations. Notwithstanding anything to
the contrary contained in this Aqreement, the obligation of the Issuer
to pay all amounts due hereunder and the rights of the Insurer to pursue
all remedies shall 8urvlve the e:ltpiration, termination or substitution
of the Surety Bond and this Agreement.
IN WITNESS WHEREOF, each of the parties hereto has caused a
counterpart of this Agreement to be duly executed and delivered as of
the date first above written.
.
[NAME OF ISSUER]
By
Title
MUNICIPAL BOND INVESTORS ASSURANCE CORPORATION
NAME
COMMITMENT TO ISSUE A
FINANCIAL GUARANTY INSURANCE POLICY
Application No.: 90-03-2488
Sale Date: April 1990
Program Type: Negotiated-DP
RE: $12,300,000 City of Winter Springs, Florida, Water and Sewer Revenue
Bonds, Series 1990 (the "Obligations")
This commitment to issue a financial guaranty insurance policy (the
"Commitment") dated April 19, 1990, constitutes an agreement between the CITY
OF WINTER SPRINGS, FLORIDA (the "Applicant"), and MUNICIPAL BOND INVESTORS
ASSURANCE CORPORATION (the "Insurer"), a stock insurance. company incorporated
under the laws of the State of New York.
Based on an approved application dated April 16, 1990, the Insurer agrees,
upon satisfaction of the conditions herein, to issue on the earlier of (i) 120
days of said approval date or (ii) on the date of delivery of and payment for
the Obligations, a financial guaranty insurance policy (the "Bond Insurance
Policy"), for the Obligations, insuring the payment of principal of and
interest on the Obligations when due. The issuance of the Bond Insurance
Policy shall be subject to the following terms and conditions:
1. Payment by the Applicant,
Applicant, on the date of delivery
following payments:
a. a nonrefundable premium in the amount of .3'\. of total debt
service, premium rounded to the nearest thousand. The premium
set out tn this paragraph loa. shall be the total premium
required to be paid on the Bond Insurance Policy issued pursuant
to this Commitment;
b. Moody's Investors Service rating agency fees in the amount of
$9,500, subject to change based on the final par and other
factors as determined by Moody's Investors Service, in
connection with obtaining the initial ratings on the
Obligations; and
c. Standard & Poor's Corporation rating agency fees in the amount
of $6,500, subject to change based on the final par and other
factors as determined by Standard & Poor's Corporation, in
connection with obtaining the initial ratings on the Obligations.
or by the Trustee on behalf of
of and payment for the Obligations,
the
the
2. The Obligations shall have received the unqualified opinion of bond
counsel with respect to the tax-exempt status of interest on the Obligations.
3. There shall have been no material adverse change in the Obligations
or the Resolution, Bond Ordinance, Trust Indenture or other official document
authorizing the issuance of the Obligations or in the final official statement
or other similar document, including the financial statements included therein.
4. There shall have been no material adverse change in any information
submitted to the Insurer as a part of the application or subsequently
submitted to be a part of the application to the Insurer.
5. No event shall have occurred which would allow any underwriter or any
other purchaser of the Obligations not to be required to purchase the
Obligations at closing.
6. All documents executed in connection with the issuance of the
Obligations shall contain a provision which requires copies of any amendments
to such documents consented to by the Insurer to be sent to Standard & Poor's.
7. A Statement of Insurance satisfactory to the Insurer shall be printed
on the obligations.
8. Prior to the delivery of and payment for the Obligations, none of the
information or documents submitted as a part of the application to the Insurer
shall be determined to contain any untrue or misleading statement of a
material fact or fail to state a material fact required to be stated therein
or necessary in order to make the statements contained therein not misleading.
9. No material adverse change affecting any security for the Obligations
shall have occurred prior to the delivery of and payment for the Obligations.
10. This Commitment may be signed in counterpart by the parties hereto.
11. The Rate Covenant as presented in DLJ letter to the Insurer of
3-30-90 is to be included in the final 1990 Resolution.
12. Modification of Section 23 of the 1990 Resolution to provide that the
Insurer consent is required but cannot be substituted for the consent of
bondholders.
13. Clarify Section 20 (L) of the 1990 Resolution requiring mandatory
connections to both sys\:ems that this requirement would include all future
development and/or annexations by the City.
14. Receipt by the Insurer, at least 5 business days prior to closing of
evidence that the City is receiving clear title to the Seminole System.
15. Receipt, review and approval by the Insurer of remaining closing
documents previously requested.
16. Modification of Section 23 of the 1990 Resolution to require the
Insurer standard defeasance obligations as follows: Defeasance should require
the deposit of cash or U.S. Treasury Certificates, Notes and Bonds (including
State and Local Government Series "SLGS"), direct obligations of the
Treasury which have been stripped by the Treasury itself, CATS, TIGRS and
similar securities and obligations issued by the following agencies which are
backed by the full faith and credit of the U.S.:
a. U.S. Export-Import Bank
Direct obligations or fully guaranteed certificates of beneficial
ownership
b. Farmers Home Administration
Certificates of beneficial ownership
c. Federal Financing Bank
d. Federal Housing Administration Debentures
e. General Services Administration
Participation certificates
f. U.S. Maritime Administration
Guaranteed Title XI financing
g. New Communities Debentures
U.S. government guaranteed debentures
h. U.S. Public Housing Notes and Bonds
U.S. government guaranteed public housing notes and bonds
i. U.S. Department of Housing and Urban Development
Project Notes
Local Authority Bonds
j. Prerefunded municipal bonds must be rated "Aaa" by Moody's or "AAA"
by S&P. If the issue is only rated by S&P (Leo, there is no
Moody's rating), then the prerefunded bonds must have been
prerefunded with cash, direct U.S. or U.S. guaranteed obligations,
or AAA-rated prerefunded municipals that satisfy this condition.
Dated this 19th day of April, 1990.
MUNICIPAL BOND INVESTORS ASSURANCE CORPORATION
By Assistant Secretary
CITY OF WINTER SPRINGS, FLORIDA
By
Title:
MATURITIES, PRINCIPAL AMOUNTS, INTEREST RATES AND PRICES
$2,250,000 SERIAL BONDS
(April 1 ) Principal Interest
Year Amount Rate Price
1996 $190,000 6.80% 100%
1997 200,000 6.90 100
1998 215,000 6.95 100
1999 230,000 7.00 100
2000 245,000 7.05 100
2001 265,000 7.10 100
2002 280,000 7.15 100
2003 300,000 7.20 100
2004 325,000 7.25 100
$2,515,000 7.40% TERM BONDS due April 1, 2010, Price - 100%
$7,535,000 7.45% TERM BONDS due April 1, 2020, Price - 100%
Optional Redemption
The Bonds are subject to redemption at the option of the City
on any interest payment date on or after April 1, 2000, either as
a whole or as a part as directed by the City (and by lot within a
maturity) at the foilowing redemption prices (expressed as a
percentage of the principal amount so redeemed) plus accrued
interest to the date of redemption:
Period
(Both Dates Inclusive)
Redemption
Prices
April 1, 2000 through March 31, 2001
April 1, 2001 through March 31, 2002
April 1, 2002 through March 31, 2003
April 1, 2003 through March 31, 2004
April 1, 2004 and thereafter
Sinking Fund Redemption
The 1990 Bonds maturing April 1, 2010, are subject to
mandatory redemption by the City prior to maturity in part by.lo~
at a redemption price equal to 100% of the principal amount
thereof, together with accrued interest to the date of redemption,
from mandatory sinking fund installments on April 1, 2005, and on
each April 1 thereafter in the years and in the principal amounts
set forth below (subject to credits as provided in the Resolution):
102 %
101-1/2
101
100-1/2
100
Year
Amount
2005
2006
2007
2008
2009
2010
$350,000
375,000
400,000
430,000
465,000
495,000 (Final Maturity)
The 1990 Bonds maturing April 1, 2020, are subject to
mandatory redemption by the City prior to maturity in part by lot
at a redemption price equal to 100% of the principal amount
thereof, together with accrued interest to the date of redemption,
from mandatory sinking fund installments on April 1, 2011, and on
each April 1 thereafter in the years and in the principal amounts
set forth below (subject to credits as provided in the Resolution):
Year Amount Year Amount
2011 $535,000 2016 $765,000
2012 575,000 2017 820,000
2013 615,000 2018 885,000
2014 660,000 2019 950,000
2015 710,000 2020 1,020,000