HomeMy WebLinkAboutResolution 665 Refunding Revenue Bonds
RESOLUTION NO. 665
A RESOLUTION AUTHORIZING THE ISSUANCE OF NOT EXCEEDING
$7,100,000 WATER AND SEWER REFUNDING REVENUE BONDS,
SERIES 1991, OF THE CITY OF WINTER SPRINGS, FLORIDA TO
BE APPLIED TO REFUND THE CITY'S PRESENTLY OUTSTANDING
WATER AND SEWER REFUNDING REVENUE BONDS, SERIES 1985
AND TO CONSTRUCT AND ACQUIRE CERTAIN ADDITIONS,
EXTENSIONS AND IMPROVEMENTS TO THE WATER AND SEWER
SYSTEM OF THE CITY; PLEDGING THE NET REVENUES OF THE
WATER AND SEWER SYSTEM OF THE CITY FOR THE PAYMENT OF
SAID BONDS; MAKING OTHER COVENANTS AND AGREEMENTS IN
CONNECTION 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 supplement-
ed, 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 law.
section 2. DEFINITIONS. Unless the context otherwise
requires, 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) "ACQUISITION AND IMPROVEMENT FUND" shall mean the city of
winter Springs Acquisition and Improvement Fund created pursuant to
section 16 hereof.
(B) "ACT" shall mean Chapter 166, Part II, Florida Statutes,
as amended and supplemented, the Charter of the Issuer and other
applicable provisions of law.
(C) "ACT OF BANKRUPTCY" shall mean (1) the Issuer shall be
adjudicated a bankrupt or become subject to an order for relief
under federal bankruptcy law, (2) the Issuer shall institute any
proceedings seeking an order for relief under federal bankruptcy
law or seeking to be adjudicated a bankrupt or insolvent, or
seeking dissolution, winding up, liquidation, reorganization,
arrangement, adjustment or composition of it or its debts under any
law relating to bankruptcy or insol vency, (3) there shall be
appointed a receiver, liquidator or similar official for the Issuer
under any law relating to bankruptcy or insolvency, or (4) without
the application, approval or consent of the Issuer, a receiver,
trustee, examiner, liquidator or similar official shall be
appointed for the Issuer, or a proceeding described in (2) above
shall be instituted against the Issuer, and such appointment
continues undischarged or such proceeding continues undismissed or
unstayed for a period of thirty (30) consecutive days. The mere
declaration of a state of financial emergency under section
218.503, Florida statutes, shall not, in and of itself, constitute
an Act of Bankruptcy.
(D) "ADDITIONAL PARITY OBLIGATIONS" shall mean additional
obligations issued in compliance with the terms, conditions and
limitations contained herein and which (i) shall have a lien on the
Net Revenues equal to that of the Series 1991 Bonds, (ii) shall be
payable from the Net Revenues on a parity with the Series 1991
Bonds, and (iii) rank equally in all other respects with the Series
1991 Bonds.
(E) "AGREEMENT" or "ESCROW DEPOSIT 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 for the purpose of providing for the
payment of Refunded Bonds hereinafter mentioned, which Agreement
shall be in substantially the form attached hereto as Exhibit A and
incorporated herein by reference.
(F) "AMORTIZATION INSTALLMENT" with 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 Obliga-
tions.
(G) "AUTHORIZED NEWSPAPERS" shall mean a financial newspaper
of general circulation in the Borough of Manhattan, City and State
of New York (including, at such times as they are published, The
New York Times, The Daily Bond Buyer or The Wall Street Journal)
and a newspaper of general circulation in the ci ty of winter
Springs, Florida which in each case, is customarily published at
least once a day for at least five days (other than legal holidays)
in each calendar week, printed in the English language.
(H) "AVERAGE ANNUAL BOND SERVICE REQUIREMENT" means as of
each date on which a Series of Bonds is issued, the total amount of
the Bond Service Requirement to become due on all Bonds deemed to
be Outstanding immediately after 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), except that
with respect to any Bonds for which Amortization Installments have
been established, the amount of principal coming due on the final
maturity date with respect to such Bonds shall be reduced by the
aggregate principal amount of such Bonds that are to be redeemed
from Amortization Installments to be made in prior Bond Years.
(I) "BOND ANTICIPATION NOTES" shall mean notes of the Issuer
issued in anticipation of any Series of Bonds and shall be secured
by a lien on the proceeds of the Series of Bonds for which such
Bond Anticipation Notes were issued.
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(J) "BOND SERVICE REQUIREMENT" shall mean, for any Bond Year,
at any time, the amount required to be deposited in such Bond Year
into the Debt Service Fund, as provided herein. For purpose of
calculating Bond Service Requirement with respect to Designated
Maturity Obligations, the unamortized principal coming due on the
final maturity date thereof shall not be included and in lieu
thereof there shall be added to Bond Service Requirement for the
Bond Year in which such final maturity occurs and to each Bond Year
thereafter through the 25th anniversary of the final maturity of
such Designated Maturity Obligation (the "Reamortization Period")
the amount of substantially level principal and interest payments
(using the same interest rate actually applicable to such unamor-
tized Bonds before maturity) that if paid in each year during the
Reamortization Period would be sufficient to pay in full the
unamortized portion of such Designated Maturity Obligations by such
anniversary (the "Amortization Payment"); provided, however, for
the current Bond Year interest coming due on such Designated
Maturity Obligations shall be deducted from the Amortization
Payment. with respect to Variable Rate Bonds, the interest rate
used to calculate the Bond Service Requirement shall be assumed to
be one hundred ten percent (110%) of the greater of (a) the daily
average interest rate on such Variable Rate Bonds during the twelve
months ending with the month preceding the date of calculation or
(b) the most recent effective interest on such Variable Rate Bonds
prior to the date of calculation. If such Variable Rate Bonds were
not outstanding for a full twelve months ending with the month
immediately preceding the date of calculation, the rate described
in clause (b) of the immediately preceding sentence shall be used.
If Bonds are Option Bonds, the date or dates of tender shall be
disregarded, unless actually tendered and not remarketed, and the
stated maturity dates thereof shall be used for purposes of this
calculation, if such Option Bonds are required to be paid from Net
Revenues hereunder on such date of tender.
(K) "BONDS" shall mean the Series 1991 Bonds issued hereun-
der, together with any Additional Parity Obligations hereafter
issued under the terms, conditions and limitations contained
herein.
(L) "BOND YEAR" shall mean the period beginning with October
2 of each year and extending for a period of twelve (12) months
thereafter.
(M) "BOND COUNSEL" shall mean a firm of nationally recognized
attorneys at law experienced in the issuance of bonds the interest
on which is excluded from gross income of the Holders thereof for
purposes of Federal income taxation under the Internal Revenue Code
of 1986, as amended.
(N) "BUSINESS DAY" shall mean any day other than on Saturday,
Sunday or a day on which banking institutions located in the State
of Florida are required or authorized to remain closed.
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(0) "CAPITAL APPRECIATION BONDS" shall mean the aggregate
principal amount of the Bonds that bear interest payable solely at
maturity or upon redemption prior to maturity in the amounts
determined by reference to the Compounded Amounts, all as shall be
determined by subsequent resolution of the Issuer. In the case of
capital Appreciation Bonds that are convertible to Bonds with
interest payable prior to maturity or redemption of such Bonds,
such Bonds shall be considered Capital Appreciation Bonds only
during the period of time prior to such conversion.
(P) "CAPITAL APPRECIATION INCOME BONDS" means those Bonds
initially issued as Capital Appreciation Bonds and which become
Current Interest Bonds when the original issue amount and the
Compounded Amount equals $5,000 principal amount or an integral
multiple thereof as determined by subsequent resolution of the
Issuer.
(Q) "CLERK" shall mean the City Clerk of the Issuer.
(R) "COMPOUNDED AMOUNTS" means the amounts as to which
reference is made that establish the amounts payable at maturity or
upon redemption prior to maturity on the Capital Appreciation
Bonds. Such amounts shall be determined by subsequent resolution
of the Issuer.
(S) "CONNECTION CHARGES" shall mean all fees and charges
assessed by the Issuer to users for the actual cost of connecting
to the System, but shall not include any Impact Fees.
(T) "CONSULTING ENGINEERS" shall mean qualified 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 duties as
herein provided for such consulting engineers.
(U) "CONTRIBUTIONS IN AID OF CONSTRUCTION" shall mean any
amount or item of money, services, or property received by the
Issuer, any portion of which is provided at no cost to the system,
which represents an addition or transfer to the capital of the
System, and which is utilized to offset the acquisition, improve-
ment or construction costs of the System.
(V) "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.
(W) "CURRENT INTEREST BONDS" means the aggregate principal
amount of the Bonds that bear interest payable semiannually on such
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dates as shall be determined by subsequent resolution of the
Issuer.
(X) "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.
(Y) "DEFEASANCE OBLIGATIONS" shall mean 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" and "TIGRS" and
obligations issued by the following agencies which are backed by
the full faith and credit of the united . States:
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 Financinq Bank
d. Federal Housinq Administration Debentures
e. General Services Administration: Participation certifi-
cates
f. U. S. Mari time Administration: Guaranteed Title XI
financing
g. New Communities Debentures: u.S. government guaranteed
debentures
h. u.S. Public Housinq Notes and Bonds: u.S. government
guaranteed public housing notes and bonds
i. u.S. Department of Housinq and Urban Development:
Project Notes; Local Authority Bonds
j . Prerefunded municipal bonds rated "Aaa II by Moody's or
"AAA" by S&P. If the issue is only rated by S&P (i.e.,
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.
(Z) "DESIGNATED MATURITY OBLIGATIONS" shall mean all of the
Bonds of a Series or a particular maturity thereof, so designated
by the Issuer by resolution prior to the issuance thereof, for
which no Amortization Installments have been established.
(AA) "ESCROW AGENT" shall mean a bank with trust powers or a
trust company appointed by the Issuer as a party to any Agreement
approved by the Issuer for the purposes set forth in Section 24 of
this Resolution.
(BB) "FISCAL YEAR" shall mean the period commencing on October
1 of each year and ending on the succeeding September 30.
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(CC) "GROSS REVENUES" or "REVENUES" shall mean all income or
earnings, including Connection Charges, from any source received by
the Issuer or accrued to the Issuer from the ownership or operation
of the System and all parts thereof, including investment income,
if any, earned on any fund or account established by the Issuer for
the System, 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 with respect to the System. Gross Revenues also do not
include contributions in and of Construction or Impact Fees.
(DD) "IMPACT FEES" shall mean the fees imposed by the Issuer
on new users connecting to the System which represent a pro rata
share of the costs of the System which are attributable to the
increased demand such additional connections create upon the
System.
(EE) "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 Revenues:
A. Direct obligations of the united States of America
(including obligations issued or held in book-entry form
on the books of the Department of the Treasury) or
obligations the principal of and interest on which are
unconditionally guaranteed by the United States of
America.
B. Bonds, debentures, notes or other evidence of indebted-
ness issued or guaranteed by any of the following federal
agencies and provided such obligations are backed by the
full faith and credit of the united States of America:
1. U.S. Export-Import Bank: Direct obligations or
fully guaranteed certificates of beneficial owner-
ship
2. Farmers Home Administration: certificates of
beneficial ownership
3. Federal Financinq Bank
4. Federal Housing Administration Debentures
5. General Services Administration: Participation
certificates
6. Government National Mortqaqe Association ("GNMA"):
GNMA - guaranteed mortgage-backed bonds; GNMA -
guaranteed pass-through obligations (not acceptable
for certain cash-flow sensitive issues.)
7. U.S. Maritime Administration: Guaranteed Title XI
financing
8. New Communities Debentures: U.S. government guar-
anteed debentures
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9. U.S. Public Housinq Notes and Bonds: U.S. govern-
ment guaranteed public housing notes and bonds
10. u.s. De~artment of Housing and Urban Development:
Project Notes; Local Authority Bonds
C. Bonds, debentures, notes or other evidence of indebted-
ness issued or guaranteed by any of the following u.s.
government agencies (non-full faith and credit agencies) :
1. Federal Home Loan Bank System: Senior debt obliga-
tions
2. Federal Home Loan Mortqaqe Corporation: Participa-
tion Certificates; Senior debt obligations
3. Federal National Mortqaqe Association: Mortgage-
backed securities and senior debt obligations
4. Student Loan Marketinq Association: Senior debt
obligations
D. Money market funds registered under the Federal Invest-
ment Company Act of 1940, whose shares are registered
under the Federal Securities Act of 1933, and having a
rating by S&P of AAAm-G; AAAm; or AAm.
E. certificates of deposit secured at all times by collater-
al described in (A) and/or (B) above. Such certificates
must be issued by commercial banks, savings and loan
associations or mutual savings banks. The collateral
must be held by a third party and the Bondholders must
have a perfected first security interest in the collater-
al.
F. certificates of deposit, savings accounts, deposit
accounts or money market deposits which are fully insured
by FDIC or FSLIC.
G. Investment Agreements, including GIC's, acceptable to
MBIA.
H. Commercial paper rated, at the time of purchase, "Prime -
1" by Moody's or "A-1" or better by S&P.
I. Bonds or notes issued by any state or municipality which
are rated by Moody's or S&P in one of the two highest
rating categories assigned by such agencies.
J. Federal funds or bankers acceptances with a minimum term
of one year of any bank which has an unsecured, uninsured
and unguaranteed obligation rating of "Prime - 1" or "A3"
or better by Moody's and "A-1" or "A" or better by S&P.
K. Repurchase agreements provide for the transfer of
securities from a dealer bank or securities firm (sell-
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er/borrower) to a municipal entity (buyer/lender), and
the transfer of cash from a municipal entity to the
dealer bank or securities firm with an agreement that the
dealer bank or securities firm will repay the cash plus
a yield to the municipal entity in exchange for the
securities at a specified date.
Repurchase Agreements must satisfy the following criteria
or be approved by MBIA.
1. Repos must be between the municipal entity and a
dealer bank or securities firm
a. Primary dealers on the Federal Reserve report-
ing dealer list, or
b. Banks rated "A" or above by Standard & Poor's
Corporation and Moody's Investor Services.
2. The written repo contract must include the follow-
inq:
a. Securities which are acceptable for transfer
are:
(1) Direct u.S. governments, or
(2) Federal agencies backed by the full faith
and credit of the u.S. government
b. The term of the repo may be UP to 30 days
c. The collateral must be delivered to the munic-
ipal entity, trustee (if trustee is not sup-
plying the collateral) or third party acting
as agent for the trustee (if the trustee is
supplying the collateral) before/simultaneous
with payment (perfection by possession of
certificated securities).
(1) The securities must be valued weeklY.
marked-to-market at current market price
plus accrued interest
(a) The value of collateral must be
equal to 103% of the amount of cash
transferred by the municipal entity
to the dealer bank or security firm
under the repo plus accrued inter-
est. If the value of securities
held as collateral slips below 103%
of the value of the cash transferred
by municipality then additional cash
and/or acceptable securities must be
transferred.
3. Leqal opinion which must be delivered to the munic-
ipal entity:
a. Repo meets guidelines under state law for
legal investment of public funds.
(FF) "ISSUER" or "CITY" shall mean the City of Winter Springs,
Florida.
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(GG) "MAXIMUM BOND SERVICE REQUIREMENT" shall mean, as of any
particular date of calculation, the greatest amount of aggregate
Bond Service Requirement for the then current or any future Bond
Year.
(HH) "MBIA" shall mean Municipal Bond Investors Assurance
Corporation.
(II) "MOODY'S" shall mean Moody's Investors Service, and any
assigns or successors thereto.
(JJ) "NET REVENUES" of the System shall mean the Revenues or
Gross Revenues after deduction of the Cost of Operation and
Maintenance.
(KK) "OPTION BONDS" shall mean Bonds subject to tender for
payment prior to their maturity at the option of the Holder
thereof.
(LL) "OUTSTANDING" or "BONDS OUTSTANDING" means all Bonds
which have been issued pursuant to this Resolution, except:
(i) Bonds canceled after purchase in the open market or
because of payment at or redemption prior to maturity;
(ii) Bonds for the payment or redemption of which cash
funds or Defeasance Obligations or any combination thereof shall
have been theretofore irrevocably set aside in a special account
with an Escrow Agent (whether upon or prior to the maturity or
redemption date of any such Bonds) in an amount which, together
with earnings on such Defeasance Obligations, will be sufficient to
pay the principal of and interest on such Bonds at maturity or upon
their earlier redemption; provided that, if such Bonds are to be
redeemed before the maturity thereof, notice of such redemption
shall have been given according to the requirements of this
Resolution or irrevocable instructions directing the timely
publication of such notice and directing the payment of the
principal of and interest on all such Bonds at such redemption
dates shall have been given to the Escrow Agent; and
(iii) Bonds which are deemed paid pursuant to this
Resolution or in lieu of which other Bonds have been issued under
sections 11 and 13 hereof.
(MM) "OWNER OF BONDS" or "OWNER" or "HOLDER" or any similar
term shall mean any person who shall be the registered owner of any
such Bond or Bonds.
(NN) "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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(00) "PROJECT" or "PROJECTS" shall mean any actual, proposed
or potential addition, extension, supplement, or replacement of the
System or joint ownership of similar properties or any interest
therein or any right to use the capacity from any facilities or
services thereof, or any other lawful purpose related to the
System, all as determined by the Issuer.
(PP) "PROJECT COSTS" shall mean all costs authorized to be
paid from the Acquisition and Improvement Fund pursuant hereto and
to the extent permitted under the laws of the State. It is
intended that this definition be broadly construed to encompass all
costs, expenses and liabilities of the Issuer related to the System
which on the date of this Resolution or in the future shall be
permitted to be funded with the proceeds of any Series of Bonds
pursuant to the laws of the State.
(QQ) "PRUDENT UTILITY PRACTICE" shall mean, in respect of any
particular utility industry, any of the practices, methods and acts
which, in the exercise of reasonable judgment, in the light of the
facts, including but not limited to the practices, methods and acts
engaged in or approved by a significant portion of such utility
industry prior thereto, known at the time the decision was made,
would have been expected to accomplish the desired result at the
lowest reasonable cost consistent with reliability, safety, and
expedition. It is recognized that Prudent Utility Practice is not
intended to be limited to the optimum practice, method or act to
the exclusion of all others, but rather is a spectrum of possible
practices, methods or acts which could have been expected to
accomplish the desired result at the lowest reasonable cost
consistent with reliability, safety and expedition.
(RR) "REFUNDED BONDS" shall mean (i) the outstanding bonds of
the City of winter Springs, Florida Water and Sewer Refunding
Revenue Bonds, Series 1985; (ii) any other obligations of the
Issuer currently outstanding and payable from the Revenues of the
System; (iii) any of the Bonds of any Series or any particular
maturity thereof which shall be refunded with the proceeds of any
Series of Bonds or portion thereof; and (iv) any other outstanding
obligations of the Issuer which shall be refunded with the proceeds
of any Series of Bonds or portion thereof, all as shall be
determined by subsequent resolution of the Issuer.
(SS) "REFUNDING BONDS" shall mean that amount of any Series of
Bonds, the proceeds of which will be applied to the refunding of
any Refunded Bonds.
(TT) "REGISTRAR" shall mean the trust company or bank with
trust powers appointed from time to time by subsequent resolution
of the issuer to serve under the Resolution. Nothing in the
Resolution shall prohibit the Issuer from serving as Registrar
thereunder.
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. .
(00) "RENEWAL AND REPLACEMENT FUND" shall mean the City of
winter Springs Water and Sewer Renewal and Replacement Fund created
and established pursuant to section 18B(3) of this Resolution.
(VV) "RESERVE REQUIREMENT" shall mean, as of any date of
calculation, an amount equal to the lesser of (1) the Maximum Bond
Service Requirement, (2) 125% of the Average Annual Bond Service
Requirement, or (3) 10% of the proceeds of all outstanding Bonds.
In computing the Reserve Requirement, the interest rate on Variable
Rate Bonds shall be assumed to be the greater of (a) 110% of the
daily average interest rate on such Variable Rate Bonds during the
12 months ending with the month preceding the date of calculation,
or such shorter period of time that such Bonds shall have been
Outstanding, or (b) the actual rate of interest borne by the
Variable Rate Bonds on such date of calculation.
(WW) "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.
(XX) "SERIAL BONDS" shall mean the Bonds of a Series, which
mature on more than one date.
(YY) "SERIES" or "SERIES OF BONDS" or "BONDS OF A SERIES"
shall mean all Bonds designated as being of the same Series issued
and delivered on original issuance in a simultaneous transaction,
and any Bonds thereafter delivered in lieu thereof or in substitu-
tion therefore pursuant to this Resolution.
(ZZ) "SERIES 1985 REFUNDED BONDS" shall mean the remaining
bonds outstanding of the City of winter Springs, Florida, Water and
Sewer Refunding Revenue Bonds, Series 1985.
(AAA) "SERIES 1991 BONDS" shall mean the not to exceed
$7,100,000 City of winter Springs, Florida Water and Sewer
Refunding Revenue Bonds, Series 1991, authorized pursuant to this
Resolution.
(BBB) "S&P" shall mean Standard & Poor's Corporation, and any
assigns or successors thereto.
(CCC) "STATE" shall mean the State of Florida.
(DDD) "SYSTEM" shall mean the properties and assets, real and
personal, tangible and intangible, owned or operated by the Issuer,
other than those properties and assets constituting the system as
such term is defined in Resolution No. 638 of the Issuer adopted by
the City commission of the Issuer on April 23, 1990, used or useful
for the collection, transmission, treatment, and disposal of
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sewage, and for the supply, storage, treatment, transmission and
distribution of water, and all properties and assets hereafter
constructed or acquired as additions, improvements, betterments or
replacements thereto and extensions thereof.
(EEE) "TERM BONDS" shall mean the Bonds of a series, all of
which shall be stated to mature on one date.
(FFF) "VARIABLE RATE BONDS" shall mean obligations issued with
a variable, adjustable, convertible or other similar rate which is
not fixed in percentage at the date of issue for the entire term
thereof.
section 3. FINDINGS.
and declared:
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 Series 1985 Refunded
Bonds, of which $5,215,000 principal amount is outstanding and
unpaid as of April 1, 1991.
(C) The Issuer deems it necessary, beneficial and in its best
interest to provide for the refunding of the Series 1985 Refunded
Bonds and the acquisition and construction of the Project. The
refunding program 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 Series 1985 Refunded Bonds and
restructuring of debt to the advantage of the Issuer. The
acquisition and construction of the Project will benefit the public
health of the residents of the Issuer.
(D) The sum required for the refunding of the Series 1985
Refunded Bonds will be derived from a portion of the proceeds of
the sale of the Series 1991 Bonds, together with certain other
funds available to the Issuer more fully described herein and in
the Agreement.
(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 Series 1985 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 investments as will produce escrow deposit income suffi-
cient to make timely payments of all principal of, redemption
premiums and interest on the Series 1985 Refunded Bonds.
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(F) The acquisition and construction of the Project to be
financed with a portion of the proceeds of the Series 1991 Bonds is
in the best interest of the Issuer and its residents.
(G) The principal of and interest on the Bonds and all
required 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.
(H) 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.
(I) The Net Revenues are now pledged or encumbered in any
manner, except for the prior payment of the principal and interest
on the Series 1985 Refunded Bonds, which pledge and encumbrance
shall be defeased pursuant to the refunding herein authorized.
Section 4. AUTHORIZATION OF REFUNDING AND PROJECT. There is
hereby authorized the refunding of the Refunded Bonds, and the
acquisition and construction of the Project in the manner provided
herein.
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 and
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 Bonds, all of which shall be of equal rank
without preference, priority or distinction of any of the Bonds
over any other thereof, except as expressly provided therein and
herein.
Section 6. AUTHORIZATION OF SERIES 1991 BONDS. Subject and
pursuant to the provisions hereof, obligations of the Issuer to be
known as "Water and Sewer Refunding Revenue Bonds, Series 1991",
are authorized to be issued in the aggregate principal amount of
not exceeding $7,100,000.
Section 7. DESCRIPTION OF SERIES 1991 BONDS. The Series 1991
Bonds shall be issued in fully registered form; may be Capital
Appreciation Bonds and/or Current Interest Bonds; shall be dated;
shall be numbered; shall be in the denomination of $5,000 each, or
integral multiples thereof for the Current Interest Bonds and in
13
$5,000 maturity amounts for the Capital Appreciation Bonds or in
$5,000 multiples thereof, or such other denominations as shall be
approved by the Issuer in a subsequent resolution prior to the
delivery of the Series 1991 Bonds; shall bear interest at such rate
or rates not exceeding the maximum rate allowed by Florida law, the
actual rate or rates to be determined by the governing body of the
Issuer prior to or upon the sale of the respective series of Bonds;
may be issued with variable, adjustable, convertible or other rates
with original issue discounts and as zero interest rate bonds; such
interest to be payable semiannually at such times as are fixed by
resolution of the Issuer if Current Interest Bonds and shall mature
annually on such date in such years and amounts as will be fixed by
resolution of the Issuer prior to or upon the sale of the respec-
tive series of Bonds; and may be Serial and/or Term Bonds.
Each Current Interest 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 authentication payment of any
interest which is due and payable has not been made, such Current
Interest Bond shall bear interest from the date to which interest
shall have been paid.
The Capital Appreciation Bonds shall bear interest only at
maturity or upon redemption prior to maturity in the amount
determined by reference to the Compounded Amount.
The principal of and the interest and redemption premium, if
any, on the Series 1991 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 interest on the Current Interest Bonds
shall be payable by the Paying Agent on each interest payment date
to the person appearing on the registration books of the Issuer
hereinafter provided for as the registered Holder thereof, by check
or draft mailed to such registered Holder at his address as it
appears on such registration books on the fifteenth day of the
month prior to each interest payment date. Payment of the
principal of all Current Interest Bonds and the Compounded Amount
with respect to the Capital Appreciation Bonds shall be made upon
the presentation and surrender of such Bonds at the principal
corporate trust office of the Paying Agent as the same shall become
due and payable.
Notwi thstanding any other provisions of this section, the
Issuer may, at its option, prior to the date of issuance of any
Series of Bonds, elect to use an immobilization system or pure
book-entry system with respect to issuance of such Series of Bonds,
provided adequate records will be kept with respect to the
14
ownership of such Series of Bonds issued in book-entry form or the
beneficial ownership of Bonds issued in the name of a nominee. As
long as any Series of Bonds are outstanding in book-entry form the
provisions or sections 8, 9, 10 and 13 of this Resolution shall not
be applicable to such Bonds. The details of any al ternati ve system
of issuance, as described in this paragraph, shall be set forth in
a resolution of the Issuer duly adopted at or prior to the sale of
such Series of Bonds.
section 8. EXECUTION OF SERIES 1991 BONDS. The Series 1991
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 Clerk and a facsimile of the official seal of the Issuer shall
be imprinted on the Series 1991 Bonds.
In case any officer whose signature or a facsimile of whose
signature shall appear on any Series 1991 Bonds shall cease to be
such officer before the delivery of such Series 1991 Bonds, such
signature or such facsimile shall nevertheless be valid and
sufficient for all purposes the same as if he had remained in
office until such delivery, and also any Series 1991 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 1991 Bond, shall
be the proper officers to sign such Series 1991 Bonds although at
the date of such Series 1991 Bond such persons may not have been
such officers.
section 9. AUTHENTICATION OF SERIES 1991 BONDS. Only such of
the Series 1991 Bonds as shall have endorsed thereon a certificate
of authentication substantially in the form herein set forth, duly
executed by the Registrar, as authenticating agent, shall be
entitled to any benefit or security under this Resolution. No
Series 1991 Bond shall be valid or obligatory for any purpose
unless and until such certificates of authentication shall have
been duly executed by the Registrar, and such certificate of the
Registrar upon any such Series 1991 Bonds shall be conclusive
evidence that such Series 1991 Bonds has been duly authenticated
and delivered under this Resolution. The Registrar's certificate
of authentication on any Series 1991 Bond shall be deemed to have
been duly executed if signed by an authorized officer of the
Registrar, but it shall not be necessary that the same officer sign
the certificate of authentication of all of the Series 1991 Bonds
that may be issued hereunder at anyone time.
section 10. EXCHANGE OF SERIES 1991 BONDS. Any Series 1991
Bond, upon surrender thereof at the principal corporate trust
office of the Registrar, together with an assignment duly executed
by the Owner or his attorney or legal representative in such form
a shall be satisfactory to the Registrar, may, at the option of the
Owner, be exchanged for a Bond of the same type ( i. e. Current
Interest Bonds shall be exchanged for Current Interest Bonds and
Capital Appreciation Bonds shall be exchanged for Capital Apprecia-
15
tion Bonds) and in an aggregate principal amount of Series 1991
Bonds equal to the principal amount of the Series 1991 Bonds or
Series 1991 Bonds so surrendered.
The Registrar shall make provisions for the exchange of Series
1991 Bonds at the principal corporate trust office of the Regis-
trar.
section 11. NEGOTIABILITY, REGISTRATION AND TRANSFER OF
SERIES 1991 BONDS. The Registrar shall keep books for the
registration of and for the registration of transfers of Series
1991 Bonds as provided in this Resolution. The transfer of any
Series 1991 Bonds may be registered only upon such books upon
surrender thereof to the Registrar together with an assignment duly
executed by the Owner or his attorney or legal representative in
such form as shall be satisfactory to the Registrar. Upon any such
registration of transfer the Issuer shall execute and the Registrar
shall authenticate and delivery in exchange for such Series 1991
Bond, a new Series 1991 Bond or Series 1991 Bonds registered in the
name of the transferee, and in an aggregate principal amount equal
to the principal amount of such Series 1991 Bond or Series 1991
Bonds so surrendered.
In all cases in which Series 1991 Bonds shall be exchanged,
the Issuer shall execute and the Registrar shall authenticate and
deliver, at the earliest practicable time, Series 1991 Bonds of the
same type (i. e. Current Interest Bonds will be exchanged for
Current Interest Bonds and Capital Appreciation Bonds will be
exchanged for Capital Appreciation Bonds) in accordance with
provisions of this Resolution. All Series 1991 Bonds surrendered
in any such exchange or registration of transfer shall forthwith be
canceled by the Registrar. The Issuer or the Registrar may make a
charge for every such exchange or registration of transfer of
Series 1991 Bonds sufficient to reimburse it for any tax or other
governmental charge required to be paid with respect to such
exchange or registration of transfer, but no other charge shall be
made to any Owner for the privilege of exchanging or registering
the transfer of Series 1991 Bonds under the provisions of this
Resolution. Neither the Issuer nor the Registrar shall be required
to make any such exchange or registration of transfer of Series
1991 Bonds during the fifteen (15) days immediately preceding any
interest payment date.
section 12. OWNERSHIP OF SERIES 1991 BONDS. The person in
whose name any Series 1991 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 1991 Bond, and the interest on any such Series 1991
Bonds, shall be made only to or upon the order of the registered
Owner thereof or his legal representative. All such payments shall
be valid and effectual to satisfy and discharge the liability upon
16
such Series 1991 Bond including the premium, if any, and interest
thereon to the extent of the sum or sums so paid.
section 13. SERIES 1991 BONDS MUTILATED, DESTROYED, STOLEN OR
LOST. In case any Series 1991 Bond shall become mutilated, or be
destroyed, stolen or lost, the Issuer may in its discretion cause
to be executed, and the Registrar shall authenticate and deliver,
a new Series 1991 Bond of like date and tenor (i. e. Current
Interest Bonds shall be issued in exchange for Current Interest
Bonds and Capital Appreciation Bonds shall be issued in exchange
for Capital Appreciation Bonds) as the Series 1991 Bond so
mutilated, destroyed, stolen or lost, in exchange and substitution
for such mutilated Series 1991 Bond upon surrender and cancellation
of such mutilated Series 1991 Bond or in lieu of and substitution
for the Series 1991 Bond destroyed, stolen or lost, and upon the
Owner furnishing the Issuer and the Registrar proof of his
ownership thereof and satisfactory indemnity and complying with
such other reasonable regulations and conditions as the Issuer and
the Registrar may prescribe and paying such expenses as the Issuer
and the Registrar may incur. All Series 1991 Bonds so surrendered
shall be canceled by the Issuer. If any of the Series 1991 Bonds
shall have matured, or be about to mature, instead of issuing a
substitute Series 1991 Bond, the Issuer may pay the same, upon
being indemnified as aforesaid, and if such Series 1991 Bond be
lost, stolen or destroyed, without surrender thereof.
Any such duplicate Series 1991 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 1991 Bonds be at any time found by anyone, and
such duplicate Series 1991 Bonds shall be entitled to equal and
proportionate benefits and rights as to lien on and source and
security for payment from the funds, as hereinafter pledged, to the
same extent as all other Series 1991 Bonds issued hereunder.
section 14. PROVISIONS FOR REDEMPTION. The Series 1991 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 1991 Bonds.
Notice of such redemption shall, at least thirty (30) days
prior to the redemption date, be filed with the Registrar; and
mailed, postage prepaid, to all Owners of Series 1991 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 1991 Bonds shall not affect the
validity of the proceedings for such redemption with respect to
Owners of Series 1991 Bonds to which notice was duly mailed
hereunder. Each such notice shall set forth the date fixed for
redemption, the redemption price to be paid and, if less than all
of the Series 1991 Bonds of one maturity are to be called, the
17
distinctive numbers of such Series 1991 Bonds to be redeemed and in
the case of Series 1991 Bonds to be redeemed in part only, the
portion of the principal amount thereof to be redeemed.
In addition to the foregoing notice, further notice shall be
given by the Issuer as set out below, but no defect in said further
notice nor any failure to give all or any portion of such further
notice shall in any manner defeat the effectiveness of a call for
redemption if notice thereof is given as above prescribed.
(1) Each further notice of redemption given hereunder shall
contain the information required above for an official notice of
redemption plus (a) the CUSIP numbers of all Bonds being redeemed;
(b) the date of issue of the Bonds as originally issued; (c) the
rate of interest borne by each Bond being redeemed; (d) the
maturity date of each Bond being redeemed; and (e) any other
descriptive information needed to identify accurately the Bonds
being redeemed.
(2) Each further notice of redemption shall be sent at least
thirty-five (35) days before the redemption date by registered or
certified mail or overnight delivery service to any insurer which
shall have insured, or any credit bank which shall have provided a
credit facility for, any of the Bonds being redeemed and to al
registered securities depositories then in the business of holding
substantial amounts of obligations of types similar to the type of
which the Bonds consist (such depositories now being Depository
Trust Company of New York, New York, Midwest Securities Trust
Company of Chicago, Illinois, and Philadelphia Depository Trust
Company of Philadelphia, Pennsylvania) and to one or more national
information services that disseminate notices of redemption of
obligations such as the Bonds.
(3) Each such further notice shall be published one time in
the Bond Buyer of New York, New York or, if such publication is
impractical or unlikely to reach a substantial number of the
Holders of the Bonds, in some other financial newspaper or journal
which regularly carries notices of redemption of obligations
similar to the Bonds, such publication to be made at least 30 days
prior to the date fixed for redemption.
When notice of redemption is given, Bonds called for redemp-
tion will become due and payable on the redemption date at the
redemption price stated in such notice. When a notice of redemp-
tion is given and funds sufficient for redemption are deposited
with the Registrar, interest on the Bonds to be redeemed will cease
to accrue on the date fixed for redemption, such Bonds shall cease
to be entitled to any lien, benefit or security under this
Resolution and the Holders of such Bonds will have no right in
respect thereof except to receive payment of the redemption price.
18
Upon surrender of any Series 1991 Bond for redemption in part
only, the Registrar shall authenticate and deliver to the Owner
thereof, the cost of which shall be paid by the Issuer, a new
Series 1991 Bond of an authorized denomination equal to the
unredeemed portion of the Series 1991 Bond surrendered.
Section 15. FORM OF SERIES 1991 BONDS. The text of the
Series 1991 Bonds, together with the certificate of authentication,
shall be in substantially the following form, with such omissions,
insertions and variations as may be necessary, desirable, autho-
rized or permitted by this Resolution or by any subsequent
resolution adopted prior to the issuance thereof, or as may be
necessary if the Bonds or a portion thereof are issued as Capital
Appreciation Bonds, Option Bonds, Designated Maturity Obligations,
variable Rate Bonds, or as may be necessary to comply with
applicable laws, rules and regulations of the United States and of
the State in effect upon the issuance thereof. The text of any
Series of Bonds, other than the Series 1991 Bonds shall be as
determined by subsequent resolution of the Issuer.
[REMAINDER OF THIS PAGE INTENTIONALLY LEFT BLANK]
19
No. R -
$
UNITED STATES OF AMERICA
STATE OF FLORIDA
COUNTY OF SEMINOLE
CITY OF WINTER SPRINGS
WATER AND SEWER REFUNDING REVENUE BOND, SERIES 1991
MATURITY DATE:
INTEREST RATE:
DATED DATE:
aJSIP:
Registered Owner:
Principal Amount:
KNOW ALL MEN BY THESE PRESENTS, that the Ci ty 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
from the revenues
,
, Florida (the "Paying Agent"),
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
registration 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 October 1, 1991 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 October 1, 1991, in
which event this Bond shall bear interest from May 1, 1991.
The Bonds of this issue shall be subject to redemption prior
to their maturity at the option of the City.
(Insert Optional or Mandatory Redemption Provisions)
Notice of such redemption shall be gi yen in the manner
required by the Resolution.
20
This Bond is one of an authorized issue of Bonds in the
aggregate principal amount of $ of like date, tenor
and effect, except as to number, maturity and interest rate, issued
to finance the cost of refunding certain obligations of the City
and to acquire and construct certain improvements to the City owned
water and sewer system, pursuant to and in full compliance with the
Constitution and statutes of the state of Florida, including
particularly Chapter 166, Part II, Florida statutes, the Charter of
the City, other applicable provisions of law and a resolution duly
adopted by the City commission of the City on , 1991,
as amended and supplemented (hereinafter COllectively called the
"Resolution").
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 Resolution. Reference is made to the Resolution for more
complete definition and description of Net Revenues and the System.
This Bond does not constitute an indebtedness of the City
wi thin the meaning of any constitutional, 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 payment
of the principal of and interest on this Bond or the making of any
Debt Service Fund, reserve or other payments provided 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, revise from
time to time whenever necessary, maintain and collect always 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 (i) the aggregate of the
amount needed to pay all Cost of Operation and Maintenance as the
same shall become due in such year, plus one hundred ten percent
(110%) of the Bond Service Requirement becoming due in such year on
the Outstanding Bonds, one hundred percent (100%) of all amounts
due under the Financial Guaranty Agreement and one hundred percent
(100%) of all other deposits to be made pursuant to the Resolution,
and that such rates, fees, rentals and other charges will not be
reduced so as to be insuff icient to provide Revenues for such
purposes. The City has reserved the right in the Resolution to
21
issue in the future Additional Parity Obligations having a lien on
the Net Revenue equal to the lien thereon of this Bond. 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.
It is hereby certified and recited that all acts, conditions
and things required to exist, to happen and to be performed
precedent to and in the issuance of this Bond exist, have happened
and have been performed in regular and due form and time as
required by the laws and Constitution of the state of Florida
applicable thereto, and that the issuance of the Bonds of this
issue does not violate any constitutional statutory or charter
limitations or provisions.
This Bond is and has all the qualities and incidents of a
negotiable instrument under the Uniform commercial Code - Invest-
ment Securities Law of the State of Florida.
The transfer of this Bond is registrable by the Bondholder
hereof in person or by his attorney or legal representative at the
principal corporate trust office of the Registrar but only in the
manner and subject to the conditions provided in the Resolution and
upon surrender and cancellation of this Bond.
The Bond shall not be valid or become obligatory for any
purpose or be entitled to any benefit or security under the
Resolution until it shall have been authenticated by the execution
by the Registrar of the certificate 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 its Mayor
and countersigned and attested to by its Clerk, (the signatures of
the Mayor and the Clerk being authorized to be facsimiles of such
officers' signatures) and its seal or facsimile thereof to be
affixed, impressed, imprinted, lithographed or reproduced hereon,
all as of the day of , 1991.
CITY OF WINTER SPRINGS, FLORIDA
(SEAL)
Mayor
ATTESTED AND COUNTERSIGNED:
Clerk
22
CERTIFICATE OF AUTHENTICATION
This Bond is one of the Bonds issued under the provisions of
the within mentioned Resolution.
Date of Authentication:
Registrar, as Authenticating
Agent
By: (Manual Siqnature)
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 of
Florida and does hereby constitute and appoint
, attorney, to transfer the said
bond on the books kept for registration thereof, with full power of
substitution in the premises.
(Please insert
assignee)
winter Springs,
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 wi thin
Bond in every particular with-
out alteration or enlargement
or any change whatever and the
Social Security or Federal Em-
ployer Identification Number of
the Transferee is supplied. If
the Transferee is a trust, the
names and Social Security or
Federal Employer Identification
Numbers of the settlor and ben-
ef iciar ies of the trust, the
Federal Employer Identification
Number and date of the trust
and the name of the trustee
should be supplied.
(Bond Counsel Opinion)
[End of Form of Series 1991 Bond]
23
section 16. APPLICATION OF SERIES 1991 BOND PROCEEDS. The
proceeds, including accrued interest and premium, if any, received
from the sale of any or all of the Series 1991 Bonds shall be
applied by the Issuer simultaneously with the delivery of such
Series 1991 Bonds to the purchaser thereof, as follows:
(A) The accrued interest, and at the option of the Issuer
interest to accrue on the Series 1991 Bonds in such amount and for
a period of time as shall be approved by subsequent resolution of
the Issuer, on the Series 1991 Bonds shall be deposited in the
Interest Account in the winter Springs Water and Sewer Refunding
Debt Service Fund hereby created and shall be used only for the
purpose of paying interest becoming due on the Series 1991 Bonds.
(B) Unless provided from other funds of the Issuer on the
date of issuance of the Series 1991 Bonds, or unless provided for
through the purchase of a guaranty or an insurance policy, an
irrevocable letter of credit, a surety bond, or similar credit
facility, or any combination thereof, the Issuer shall deposit to
the special subaccount in the Reserve Account established for the
benefit of the Series 1991 Bonds, a sum sufficient equal to the
Reserve Requirement on the Series 1991 Bonds.
(C) To the extent not reimbursed therefor by the original
purchaser of the Series 1991 Bonds, the Issuer shall pay all costs
and expenses incurred in connection with the issuance of the Series
1991 Bonds.
(D) A sum as specified by a supplemental resolution of the
Issuer shall, together with other legally available funds of the
Issuer, if any, as determined by subsequent resolution of the
Issuer, be used to defease the Series 1985 Refunded Bonds by
depositing such sums of money for investment in appropriate Federal
Securities pursuant to the Escrow Deposit Agreement so as to
produce sufficient funds to make all the payments described in such
Escrow Deposit Agreement. At the time of execution of such Escrow
Deposit Agreement, the Issuer shall furnish to the Escrow Agent
named therein appropriate documentation to demonstrate that the
sums being deposited and the investment to be made will be
sufficient for such purposes. Simultaneously with the issuance of
the Series 1991 Bonds, the Issuer shall enter into an Agreement
substantially in the form attached hereto as Exhibit A with the
Escrow Agent. Such escrowed funds shall be kept separate and apart
from all other funds of the Issuer and the moneys on deposit under
the Agreement shall be withdrawn, used and applied by the Issuer
solely for the purposes set forth in the Agreement.
(E) The balance of the Series 1991 Bond proceeds after
providing for the payments required by A, B, C and D above, shall
be deposited to the "city of winter Springs Water and Sewer Revenue
Refunding Acquisition and Improvement Fund" which fund is hereby
24
created and established and which may be used for the purposes set
forth herein.
section 17. SPECIAL OBLIGATIONS OF ISSUER. The Bonds shall
not be or constitute general obligations or indebtedness of the
Issuer as "bonds" within the meaning of the Constitution of
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, 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 hereunder. Such amounts hereby pledged and assigned shall
immediately be subj ect to the lien of this pledge without any
further physical delivery thereof or any further act, and the lien
of this pledge shall be valid and binding as against all parties
having claims of any kind in tort, contract or otherwise against
the Issuer , irrespective of whether such parties have notice
thereof.
SECTION 18. DISBURSEMENTS FROM ACQUISITION AND IMPROVEMENT
FUND. Moneys on deposit from time to time in the Acquisition and
Improvement Fund shall be used as provided in this Resolution and
to payor reimburse the following Project Costs:
(A) Costs incurred directly or indirectly for or in connec-
tion with a Project or a proposed or future Project including, but
not limited to, those for preliminary planning and studies,
architectural, legal, financial, engineering and supervisory
services, labor, services, materials, equipment , acquisitions,
land, rights-of-way, improvements and installation.
(B) Premiums attributable to all insurance required to be
taken out and maintained during the period of construction with
respect to a Project to be acquired or constructed, the premium on
each surety bond, if any, required with respect to work on such
facilities, and taxes, assessments and other charges hereof that
may become payable during the period of construction with respect
to such a Project.
(C) Costs incurred directly or indirectly in seeking to
enforce any remedy against a contractor or subcontractor in respect
of any default under a contract relating to a proj ect or costs
incurred directly or indirectly in defending any claim by a
contractor or subcontractor with respect to a Project.
25
(D) Financial, legal, accounting, appraisals, title evidence
and printing and engraving fees, charges and expenses, and all
other such fees, charges and expenses incurred in connection with
the authorization, sale, issuance and delivery of such Series of
Bonds.
(E) Interest funded from Bond proceeds for a reasonable
period of time, which shall be deposited in the Interest Account
within the Debt Service Fund and shall be used as provided in the
Series Resolution authorizing such Series of Bonds.
(F) Any other incidental and necessary costs including
without limitation any expenses, fees and charges relating to the
acquisition, construction or installation of a Project, and the
making of extraordinary repairs, renewals and replacements,
decommissioning or retirement of any portion of the System.
(G) Costs incurred directly or indirectly in placing any
Project in operation in order that completion of such Project may
occur.
(H) Any other costs authorized pursuant to a supplemental
resolution of the Issuer and permitted under the laws of the State.
Section 19. 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 the Issuer has made provision for
payment of principal, interest and redemption premiums, if any,
with respect to the Bonds as provided herein, 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"
(hereinafter 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 in the Revenue
Fund after payment of Cost of Operation and Maintenance shall be
disposed of monthly, but not later than the twenty-fifth (25th) day
of each month commencing in the month immediately following the
delivery of the Series 1991 Bonds only in the following manner and
the following order of priority:
(1) The Issuer shall first deposit into Debt Service
Fund and credit to the following accounts, in the following order
(except that payments in the Principal Account and the Redemption
Account shall be on a parity with each other), the following
identified sums:
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(a) Interest Account: Such sum as will be suffi-
cient to pay one-sixth (1/6) of all interest coming due on all
outstanding Bonds on the next interest payment date, together
with any fees and charges of the Paying Agent and Registrar
therefor. Provided, however, that monthly deposits of
interest, or portions thereof, shall not be required to be
made to the extent that money on deposit within such Interest
Account is sufficient for such purpose. In the event the
Issuer has issued Variable Rate Bonds pursuant to the provi-
sions hereof, Net Revenues shall be deposited at such other or
additional times and amounts as necessary to pay any interest
coming due on such Variable Rate Bonds on the next interest
payment date, all in the manner provided in a supplemental
resolution of the Issuer. Any monthly payment out of Net
Revenues to be deposited as set forth above, for the purpose
of meeting interest payments for any Series of Bonds, shall be
adjusted, as appropriate, to reflect the frequency of interest
payment dates applicable to such Series. Moneys in the
Interest Account may be used only for the purposes set forth
in this paragraph (a).
(b) Principal Account: Such sum will be sufficient
to pay one-sixth (1/ 6th) of the principal amount of the
outstanding Bonds which will mature and come due on such
semi-annual maturity dates and one-twelfth (1/12th) of the
principal amount of the outstanding Bonds which will mature
and become due on such annual maturity dates, beginning on
such dates, as shall hereafter be determined by a supplemental
resolution of the Issuer. Provided, however, that monthly
deposits for principal, or portions thereof, shall not be
required to be made to the extent that money on deposit within
such Principal Account is sufficient for such purpose. Any
monthly payment out of Net Revenues to be deposited as set
forth above, for the purpose of meeting principal payments for
any Series of Bonds, shall be adjusted, as appropriate, to
reflect the frequency of principal payment dates applicable to
such Series. Moneys in the Principal Account may be used only
for the purposes set forth in this paragraph (b).
(c) Redemption Account: Such sum as will be
sufficient to pay one-sixth (1/6th) of any Amortization
Installment established for the mandatory redemption of
outstanding Bonds on such semi-annual maturity date and such
sum as will sufficient to pay one-twelfth (1/ 12th) of any
Amortization Installment established for the mandatory
redemption of Outstanding Bonds on such annual maturity date.
Provided, however, that monthly deposits into the Redemption
Account, or portions thereof, shall not be required to be made
to the extent that money on deposit in the Redemption Account
is sufficient for such purpose. Any monthly payment out of
Net Revenues to be deposited as set forth above, for the
purpose of meeting Amortization Installments for any Series of
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Bonds, shall be adjusted, as appropriate, to reflect the
frequency of dates established for Amortization Installments
applicable to such Series. The moneys in the Redemption
Account shall be used solely for the purchase or redemption of
the Term Bonds payable therefrom. The Issuer may at any time
purchase any of said Term Bonds at prices not greater than the
then redemption price of said Term Bonds. If the Term Bonds
are not then redeemable prior to maturity, the Issuer may
purchase said Term Bonds at prices not greater than the
redemption price of such Term Bonds on the next ensuing
redemption date. If Term Bonds are so purchased by the
Issuer, the Issuer shall credit the amount of such purchased
Term Bonds against any current Amortization Installment to be
paid by the Issuer. If the Issuer shall purchase or call for
redemption in any year Term Bonds in excess of the Amortiza-
tion Installment requirement for such year, such excess of
Term Bonds so purchased or redeemed shall be credited in such
manner and at such times as the Issuer shall determine.
Moneys in the Redemption Account in the Debt Service Fund may
be used only for the purposes set forth in this paragraph (c).
(d) The Issuer will initially provide for the
Reserve Requirement for the Series 1991 Bonds by the purchase
of a surety bond from MBIA pursuant to the terms of a Finan-
cial Guaranty Agreement between MBIA and the Issuer, the form
of which shall be approved by subsequent resolution of the
Issuer. The Issuer shall next deposit from moneys remaining
in the Revenue Fund an amount, if any, required by each
resolution authorizing the issuance of each Series of Bonds
into each subaccount wi thin the Reserve Account. Any wi thdra-
wals from any subaccount in the Reserve Account shall be
subsequently restored from the first moneys available in the
Revenue Fund, on a pro rata basis as to all subaccounts in the
Reserve Account, after all current applications and alloca-
tions to the Debt Service Fund, including all deficiencies for
prior payments have been made in full. Notwithstanding any
provision of this Resolution to the contrary, in no event
shall the Issuer be required to deposit cash or moneys into
any subaccount in the Reserve Account in an amount greater
than that amount necessary to ensure that the difference
between the Reserve Requirement for the Series of Bonds for
which such subaccount was established and the amounts on
deposit in such subaccount on the date of calculation shall be
restored not later than twelve (12) months after the initial
date of such deficiency (assuming equal monthly payments into
such account for such twelve (12) month period). The Issuer
may provide that the difference between the amounts on deposit
in such subaccount and the Reserve Requirement for such Series
of Bonds shall be an amount covered by obtaining bond insur-
ance issued by a reputable and recognized municipal bond
insurer, by a surety bond, by a letter of credi t or any
combination thereof or by such other form of credit enhance-
28
ment as shall be approved by subsequent resolution of the
Issuer authorizing the Series of Bonds for which such subac-
count is established. In the event a subaccount in the
Reserve Account is funded with a combination of credit
enhancements, any drawings will be on a pro rata basis. Such
resolution may also provide for the substitution or replace-
ment of such credit enhancement or of amounts on deposit in
such subaccount. Moneys or other security on deposit in each
respective subaccount in the Reserve Account shall only be
applied for payment of principal of, redemption premium, if
any, or interest on the outstanding Series of Bonds for which
such subaccount was established and for no other Series of
Bonds. Investments on depos it in each subaccount in the
Reserve Account shall be valued as determined by the resolu-
tion authorizing such Series of Bonds for which such subac-
count was established. Investments, if any, on deposit in the
subaccount in the Reserve Account established for the Series
1991 Bonds shall be valued at cost. In the event of the
refunding of any Series of Bonds, the Issuer may withdraw from
the subaccount within the Reserve Account for such Series of
Bonds, all or any portion of the amounts accumulated therein
with respect to the Bonds being refunded and deposit such
amounts as required by the resolution authorizing the refund-
ing of such Series of Bonds; provided that such withdrawal
shall not be made unless (a) immediately thereafter the Bonds
being refunded shall be deemed to have been paid pursuant to
Section 24 hereof, and (b) the amount remaining in such
subaccount hereafter giving effect to the issuance of such
refunding obligations and the disposition of the proceeds
thereof shall not be less than the Reserve Requirement for any
Bonds of that Series then Outstanding.
Cash, if any, on deposit in the subaccount in the Reserve
Account established for the Series 1991 Bonds will be drawn
down completely before any demand is made on the surety bond.
In the event it is necessary to draw on the surety bond, the
Paying Agent will deliver a demand for payment at least three
days prior to the date on which funds are required. The
Paying Agent will maintain accurate records, verified by MBIA
as to the amount available to be drawn under the surety bond
and as to the amounts paid and owing to MBIA under the terms
of the Financial Guaranty Agreement. Any amounts owing to
MBIA will be reimbursed before cash is replenished in the
subaccount in the Reserve Account established for the Series
1991 Bonds.
The Issuer agrees to payor to cause to be paid, solely
from the Net Revenues (which pledge shall be junior, inferior
and subordinate in all respects to the lien thereon in favor
of the Holders of the Bonds), all amounts, including interest
due thereon, due MBIA under the terms of the Financial Guara-
nty Agreement. All such amounts due MBIA must be paid before
29
this Resolution can be defeased pursuant to Section 24 of this
Resolution. There may be no optional redemption or refunding
of Bonds or distribution of Net Revenues to the Issuer unless
all amounts owed to MBIA under the terms of the Financial
Guaranty Agreement have been paid.
(2) Upon 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
Service 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
hereinabove provided with respect to the Bonds initially issued
under this Resolution.
(3) 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 "City 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 (1/12th) 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 fund; provided that no deposit shall be required to be made so
long as there is an amount on deposit in the Renewal and Replace-
ment Fund in the amount of 5% of the Gross Revenues received during
the immediately preceding Fiscal Year. The moneys in the Renewal
and Replacement Fund shall be used only for the purpose of paying
the cost of extensions, enlargements or additions to, or the
replacement of capital assets of the System 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.
(4) The balance of any moneys remaining in the Revenue
Fund after the above required payments have been made may be used
for any lawful purposes provided, however, that none of said money
shall be used for any purposes other than those hereinabove
specified unless all current payments, including any deficiencies
for prior payments, have been made in full and unless the Issuer
shall have complied fully with all the covenants and provisions of
this Resolution.
(5) The Debt Service Fund (including the Reserve Account
and all subaccounts therein), the Renewal and Replacement Fund, the
Revenue Fund, the Acquisition and Improvement Fund and any other
special funds herein established and created shall constitute trust
funds for the purposes provided herein for such funds. The money in
all such funds shall be continuously secured in the same manner as
30
municipal deposits are authorized to be secured by the laws of the
state of Florida.
Moneys on deposit in any fund or account created
hereunder may be invested and reinvested in Investment Securities
which mature not later than the dates on which the moneys on
deposit therein will be needed for the purpose of such fund or
account. 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.
(6) In determining the amount of any of the payments
required to be made pursuant to this section 19B, credit shall be
given for all investment income accruing to the respective funds
and accounts described herein, except as otherwise provided.
(7) 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 allocation of the
cash on deposit therein for the various purposes of such funds and
accounts as herein provided. The designation and establishment of
the various funds and accounts for and by this Resolution shall not
be construed to require the establishment of any completely
independent, self-balancing funds as such term is commonly defined
and used in governmental accounting, but rather is intended solely
to constitute an earmarking of certain revenues and assets of the
System for certain purposes and to establish certain priorities for
application of such revenues and assets as herein provided.
C. OPERATION AND MAINTENANCE. The Issuer will maintain the
System and all parts thereof in good condition and will operate the
same in an efficient and economical manner, making such expendi-
tures for equipment and for renewals, repairs and replacements as
may be proper for the economical operation and maintenance thereof.
D. RATE COVENANT. The Issuer will fix, establish, revise
from time to time whenever necessary, maintain and collect always
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 (i) the aggregate
of the amount needed to pay all Cost of Operation and Maintenance
as the same shall become due in such year, plus one hundred ten
percent (110%) of the Bond Service Requirement becoming due in such
year on the Outstanding Bonds, one hundred percent (100%) of all
amounts due MBIA under the Financial Guaranty Agreement and one
hundred percent (100%) of all other deposits to be made pursuant to
the Resolution. 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 19E thereof
31
shows that the Issuer is not in compliance with the rate covenant
set forth in this 19D, 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 sufficient to meet the requirements of
this Section 19D. The Issuer hereby covenants and agrees to
immediately following receipt of the Consulting Engineer's
recommendations to adjust (to the extent permitted by law), such
rates, fees and other charges to comply with the requirements of
this Section 19D.
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 eighty (180) 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 addition to
whatever matters may be deemed proper by said firm of certified
public accountants to be included therein, shall, without limiting
the generality of the foregoing, include the following:
(1) A statement in reasonable detail of the revenue 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 inspection
by Owners of Bonds, and shall be sent to the nationally recognized
bond rating agencies and to the initial purchasers of the Bonds.
F. DISPOSITION 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 including any subsequently issued parity bonds
shall have been paid in full as to both principal and interest.
The City may sell or dispose of, for fair market value, any
properties or parts of the System which the Consulting Engineer
shall certify in writing are not necessary for the continuing
operation of the System, and that the sale or disposal of which
will not adversely affect the revenues derived from the System to
such an extent that the Issuer might fail to comply with the
covenants of this Resolution. To the extent the amount to be
received therefor is not in excess of one-half (1/2) of one
percentum (.5%) of the value of the gross plant investment in the
System, the finding set forth above and required to be made by the
32
Consulting Engineer may be made by an authorized representative of
the Issuer.
The proceeds derived from any sale or disposal of any
properties or parts of the System as provided for in the above
paragraph, shall be deposited in the Renewal and Replacement Fund
and used exclusively for the purpose of paying the costs of
extensions, enlargements or additions to, or the replacement of
capital assets of the System and for any unusual or extraordinary
repairs, or for the construction or acquisi tion of additions,
extensions and improvements to the System. However, if the
Consulting Engineer certifies that it is neither necessary nor
desirable to use all or any portion of the proceeds for such
purposes, the Issuer may use such certified portion of the proceeds
for the purchase or retirement of the Bonds.
G. INSURANCE. The Issuer shall provide protection for the
System both in accordance with the requirements of all agreements,
if any, to which the Issuer may at the time be a party with respect
to joint ownership of properties by the Issuer with others which is
part of the System, and in accordance with Prudent utility
Practice. Said protection may consist of insurance, self insurance
and indemnities. The Issuer will keep, or cause to be kept, the
works, plants and facilities comprising the properties of the
System insured, and will carry such other insurance against fire
and other risks, accidents or casualties or least to the extent and
of the kinds that insurance is usually carried by utilities
operating like properties. Any insurance shall be in the form of
policies or contracts for insurance with insurers of good standing,
shall be payable to the Issuer and may provide for such deduct-
ibles, exclusions, limitations, restrictions, and restrictive
endorsements customary in policies for similar coverage issued to
entities operating properties similar to the properties of the
System. Any self insurance shall be in the amounts, manner and of
the type provided by entities operating properties similar to the
properties of the System. In the event of any loss or damage to
the System covered by insurance, the Issuer will, with respect to
each such loss, promptly repair, reconstruct or replace the parts
of the System affected by such loss or damage to the extent
necessary to the proper conduct of the operation of the business of
the System in accordance with Prudent utility Practices, shall
cause the proceeds of such insurance to be applied for that purpose
to the extent required therefor, and pending such application shall
hold the proceeds of any insurance policy covering such damage or
loss in trust to be applied for that purpose to the extent required
therefor. Any excess insurance proceeds received by the Issuer
shall be transferred to the Renewal and Replacement Fund or at the
option of the Issuer may be used to redeem Bonds.
H. NO FREE SERVICE. So long as any Bonds are Outstanding,
the Issuer shall not furnish or supply the facilities, services and
commodities of the System free of charge or for a nominal charge to
33
any person, firm or corporation, public or private. The Issuer
shall promptly enforce the payment of any and all accounts owing to
the Issuer and delinquent, by discontinuing service or by filing
suits, actions or proceedings, or by both discontinuance of service
and filing suit.
Notwithstanding the foregoing, the Issuer shall not be
required to impose any fees or charges for the collection,
transmission, treatment or disposal of storm water runoff or the
supply of water to fire service.
I. ENFORCEMENT OF COLLECTIONS. The Issuer will diligently
enforce and collect the rates, fees and other charges for the
services and facilities of the System herein pledged; will take all
steps, actions and proceedings for the enforcement and collection
of such rates, charges and fees as shall become delinquent 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.
J. CONSULTING ENGINEERS. The Issuer shall employ qualified
Consulting Engineers in an advisory capacity to inspect the
facilities of the System and to make reports and recommendations
with respect thereto and concerning the operation, maintenance,
replacements, property additions and improvements thereto as
requested by the Issuer. A copy of each report shall be available
and shall remain on file with the Clerk for public inspection.
K. 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
available. To the extent permitted by law, the Issuer will not
grant a franchise for the operation of any competing utility system
until all Bonds issued hereunder together with the interest thereon
have been paid in full; provided however, nothing in this Resolu-
tion shall effect the validity of any franchises existing on the
effective date of this Resolution for the operation of any utility
system within the City.
L. 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
furnishing of water or sewer services which the Issuer determines
will adversely affect the revenues of the System; provided however,
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.
34
M. ISSUANCE OF OTHER OBLIGATIONS. The Issuer will not issue
any other obligations payable from the Net Revenues of the System
nor voluntarily create or cause to be created any debt, lien,
pledge, assignment, encumbrance or other charge having priority to
or being on a parity with the lien of the Bonds issued pursuant to
this Resolution and the interest thereon, upon said Net Revenues
except under the conditions and in the manner provided herein. Any
obligations issued by the Issuer other than the Bonds herein
authorized and Additional Parity Obligations provided for herein,
payable from such Net Revenues, shall contain an express statement
that such obligations are junior, inferior and subordinate in all
respects to the Bonds herein authorized, as to lien on and source
and security for payment from such Net Revenues.
N. 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
conditions and in the manner hereinafter provided:
(1) There shall have been obtained and filed with the
Issuer a certificate or other statement of an independent certified
public accountant of suitable experience and responsibility
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
adjusted from the System, for such preceding Fiscal Year is equal
to not less than one hundred ten (110%) percent of the Maximum Bond
Service Requirement on (i) all obligations issued under this
Resolution, if any, then Outstanding, and (ii) on the Additional
Parity Obligations with respect to which such certificate is made.
(2) Upon recommendation of the Consulting Engineers, Net
Revenues of the System may be adjusted for purposes of this Section
by including 100% of the additional Net Revenues, which in the
opinion of the Consulting Engineer would have been derived by the
Issuer from rate increases adopted and in effect before the
Additional Parity Obligations are issued.
(3) Upon recommendation of the Consulting Engineers if
the Additional Parity Obligations are to be issued for the purpose
of acquiring an existing water and/or sewer system the Net Revenues
certified pursuant to paragraph (1) (b) may be adjusted by includ-
ing: 100% of the additional estimated Net Revenues which in the
written opinion of the Consulting Engineers will be derived from
the acquired facility during the first complete Fiscal Year after
the issuance of such Additional Parity Obligations (the Consulting
Engineers' report shall be based on the actual operating revenues
of the acquired utility for a recent 12-month period adjusted to
35
reflect the Issuer's ownership and the Issuer's rate structure in
effect with respect to the System at the time of the issuance of
the Additional Parity Obligations).
(4) Upon recommendation of the Consulting Engineers, if
the number of connections as of the first day of the month in which
the proposed Additional Parity Obligations are to be issued exceeds
the average number of such connections during such Fiscal Year,
then the Net Revenues shall be adjusted to include the Net Revenues
which would have been received in such Fiscal Year as if those
additional connections had also been connected to the System during
all of such Fiscal Year.
(5) Upon recommendation of the Consulting Engineer, if
the Issuer shall have entered into a contract, which contract shall
be for a duration of not less than the final maturity of the
proposed Additional Parity Obligations, with any public body,
whereby the Issuer shall have agreed to furnish services for the
collection, treatment or disposal of sewage or agreed to furnish
services in connection with any water system, then the Net Revenues
during the Fiscal Year shall be increased (to the extent such
amounts were not reflected in such Revenues) by the minimum amount
which the public body shall guarantee to pay in anyone year for
the furniShing of services by the Issuer, after deducting from such
payment the estimated Cost of Operation and Maintenance attribut-
able in such year to such services.
(6) The Issuer need not comply with the provisions of
paragraph (1) of this Section if and to the extent the Bonds to be
issued are Refunding Bonds, if the Issuer shall cause to be
delivered a certificate of an independent certified public
accountant setting forth the Average Annual Debt Service Require-
ment (i) for the Bonds then Outstanding and (ii) for all Series of
Bonds to be immediately Outstanding thereafter and stating that the
Average Annual Debt Service Requirement pursuant to (ii) above is
not greater than that set forth pursuant to (i) above.
(7) The Issuer shall not be in default in the carrying
out of any of the obligations assumed under this Resolution, 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.
(8) The resolution authorizing the issuance of the
Additional Parity Obligations shall recite that all of the
covenants contained herein will be applicable to such Additional
Parity Obligations, unless in the opinion of Bond Counsel the
failure to make any covenant applicable to such Additional Parity
Obligations will not adversely affect the rights of the Holders of
any Outstanding Bonds.
36
No Additional Parity Obligations with interest payable at a
variable rate may be issued without the consent of MBIA so long as
the municipal bond insurance policy with respect to the Series 1991
Bonds shall be in effect and MBIA shall not be in default thereun-
der.
section 20. TAX COVENANTS. The Issuer shall not use or
permit the use of any proceeds of the Bonds or any other funds of
the Issuer, directly or indirectly, to acquire any securities or
obligations, and shall not use or permit the use of any amounts
received by the Issuer with respect to the Bonds in any manner, and
shall not take or permit to be taken any other action or actions,
which would cause any such Bonds to be an "arbitrage bond" within
the meaning of Section 148, or "federally guaranteed" within the
meaning of section 149(b), of the Internal Revenue Code of 1986, as
amended (in this section called the "Code"), or otherwise cause
interest on the such Bonds to become included in gross income for
federal income tax purposes.
The Issuer shall at all times do and perform all acts and
things permitted by law and this Resolution which are necessary or
desirable in order to assure that interest paid on such Bonds will
be excluded from gross income for purposes of federal income tax
and shall take no action that would result in such interest not
being so excluded.
The Issuer shall payor cause to be paid to the United States
Government any amounts required by section 148(f) of Code and the
regulations thereunder (the "Regulations"). In order to insure
compliance with the rebate provisions of Section 148(f) of the Code
with respect to any Bonds for which the Issuer intends on the date
of issuance thereof to be excluded from gross income for purposes
of Federal income taxation, the Issuer hereby crates the City of
winter Springs Utility System Rebate Fund to be held by Issuer.
within such fund there shall be maintained for each Series of Bonds
a subaccount. The Rebate Fund need not be maintained so long as
the Issuer timely satisfies its obligation to pay any rebatable
earnings to the united States Treasury; however, the Issuer may, as
an administrative convenience, maintain and deposit funds in the
Rebate Fund from time to time. Any moneys held in the Rebate Fund
shall not be considered Net Revenues and shall not be pledged in
any manner for the benefit of the holders of the Bonds. Moneys in
the Rebate Fund (including earnings and deposits therein) shall be
held for future payment to the united States Government as required
by the Regulations and as set forth in instructions of Bond Counsel
delivered to the Issuer upon issuance of such Bonds.
Notwithstanding any provision of this Resolution to the
contrary, to the extent the Issuer is required or elects to make
deposits to the Rebate Fund, such amounts may be taken from any
fund or account created hereunder.
37
section 21. DEFAULTS; EVENTS OF DEFAULT AND REMEDIES. Except
as provided below, if any of the following events occur it is
hereby defined as and declared to be and to constitute an "Event of
Default":
(1) Default in the due and punctual payment of any interest
on the Bonds;
(2) Default in the due and punctual payment of the principal
of and premium, if any, on any Bond, at the stated maturity
thereof, or upon proceedings for redemption thereof;
(3) Default in the performance or observance of any other of
the covenants, agreements or conditions on the part of the Issuer
contained in this Resolution or in the Bonds and the continuance
thereof for a period of thirty (30) days after written notice to
the Issuer given by the Holders of not less than twenty-five
percent (25%) of aggregate principal amount of Bonds then Outstand-
ing (provided, however, that with respect to any obligation,
covenant, agreement or condition which requires performance by a
date certain, if the Issuer performs such obligation, covenant,
agreement or condition within thirty (30) days of written notice as
provided above, the default shall be deemed to be cured);
(4) Failure by the Issuer promptly to remove any execution,
garnishment or attachment of such consequence as will materially
impair its ability to carry out its obligations hereunder.
(5) An Act of Bankruptcy or the rearrangement, adjustment or
readjustment of the obligations of the Issuer under the provisions
of any bankruptcy or moratorium laws or similar laws relating to or
affecting creditors' rights.
The term "default" shall mean default by the Issuer in the
performance or observance of any of the covenants, agreements or
conditions on its part contained in the Resolution or in the Bonds,
exclusive of any period of grace required to constitute a default
or an "Event of Default" as hereinabove provided.
Any Holder of Bonds issued under the provisions hereof or any
trustee acting for the Holders of such Bonds, may either at law or
in equity, by suit, action, mandamus or other proceedings in any
court of competent jurisdiction, protect and enforce any and all
rights, including the right to the appointment of a receiver,
existing under State or federal law, or granted and contained
herein, and may enforce and compel the performance of all duties
required herein or by any applicable law to be performed by the
Issuer or by any officer thereof.
Nothing herein, however, shall be construed to grant to any
Holder of the Bonds any lien on any property of the Issuer, or
38
shall be construed to grant to the Holders of the Bonds the right
to declare the Bond immediately due and payable.
The foregoing notwithstanding:
(i) No remedy conferred upon or reserved to the Bond Holders
is intended to be exclusive of any other remedy, but each remedy
shall be cumulative and shall be in addition to any other remedy
given to any trustee or to the Bond Holders hereunder or now or
hereafter existing legally.
(ii) No delay or omission to exercise any right or power
accruing upon any default or Event of Default shall impair any such
right or power or shall be construed to be a waiver of any such
default or acquiescence therein, and every such right and power may
be exercised as often as may be deemed expedient.
(iii) No waiver of any default or Event of Default
hereunder by the Bond Holders, shall extend to or shall affect any
subsequent default or Event of Default or shall impair any rights
or remedies consequent thereon.
Upon the occurrence of an Event of Default, and upon the
filing of a suit or other commencement of jUdicial proceedings to
enforce the rights of the Bond Holders under this Resolution, the
Holders shall be entitled, as a matter of right, to the appointment
of a receiver or receivers of the System and the funds pending such
proceedings, with such power as the court making such appointment
shall confer.
On the occurrence of an Event of Default, to the extent such
rights may then lawfully be waived, neither the Issuer nor anyone
claiming through or under it, shall set up, claim or seek to take
advantage of any stay, extension or redemption laws now or
hereafter in force, in order to prevent or hinder the enforcement
of this Resolution, and the Issuer, for itself and all who may
claim through or under it, hereby waives, to the extent it may
lawfully do so, the benefit of all such laws and all right of
redemption to which it may be entitled.
section 22. AMENDING AND SUPPLEMENTING OF RESOLUTION WITHOUT
CONSENT OF HOLDERS OF BONDS. The Issuer, from time to time and at
any time and without the consent of concurrence of any Holder of
any Bonds, may adopt a resolution amendatory hereof or supplemental
hereto, if the provisions of such supplemental resolution shall not
adversely affect the rights of the Holders of the Bonds then
Outstanding, for anyone or more of the following purposes:
(A) To make any changes or corrections in the Resolution as
to which the Issuer shall have been advised by counsel that are
required for the purpose of curing or correcting any ambiguity or
defective or inconsistent provisions or omission or mistake or
39
manifest error contained in the Resolution, or to insert in the
Resolution such provisions clarifying matters or questions arising
under the Resolution as are necessary or desirable;
(B) To add additional covenants and agreements of the Issuer
for the purpose of further securing the payments of the Bonds;
(C) To surrender any right, power or privilege reserved to or
conferred upon the Issuer by the terms of the Resolution;
(D) To confirm as further assurance any lien, pledge or
charge, or the subjection to any lien, pledge or charge, created or
to be created by the provisions of the Resolution;
(E) To grant to or confer upon the Holders any additional
right, remedies, powers, authority or security that lawfully may be
granted to or conferred upon them;
(F) To assure compliance with provisions of the Internal
Revenue Code of 1986, as amended, providing for the exclusion of
interest on the Bonds from the gross income of the Holders of the
Bonds for purposes of Federal income taxation, in effect from time
to time;
(G) To provide such changes as may be necessary in order to
adjust the terms hereof so as to facilitate the issuance of
Variable Rate Bonds, Option Bonds and Designated Maturity obliga-
tions;
(H) To provide for the combination of the System with the any
other utility provided the conditions set forth in section 26
hereof are satisfied;
(i) To provide for the transfer of the ownership and/or
operation of the system pursuant to a Governmental Reorganization
as set forth in section 25 hereof; and
(J) To modify any of the provisions of the Resolution in any
other aspects provided that such modifications shall not be
effective until after the Bond Outstanding at the time such
supplemental resolution is adopted shall cease to be Outstanding,
or until the holders thereof consent thereto pursuant to section 23
hereof, and any Bonds issued subsequent to any such modification
shall contain a specific reference to the modifications contained
in such supplemental resolution.
Except for subsequent resolutions providing for the issuance
of Bonds pursuant hereto, the Issuer shall not adopt any supplemen-
tal resolution authorized by the foregoing provisions of this
section unless in the opinion of Bond Counsel the adoption of such
supplemental resolution is permitted by the foregoing provisions of
this Section.
40
Section 23. AMENDMENT OF RESOLUTION WITH CONSENT OF HOLDERS
OF BONDS. Except as provided in Section 22 hereof, no material
modification or amendment of this Resolution or of any resolution
supplemental hereto shall be made without the consent in writing of
the Holders of fifty-one percent or more in the principal amount of
the Bonds of each Series so affected and 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
thereof or affecting the promise of the Issuer to pay the principal
of and interest on the Bonds as the same shall become due from the
Net Revenues of the System or reduce the percentage of the Holders
of the Bonds required to consent to any material modification or
amendment hereof without the consent of the Holder or Holders of
all such obligations. For purposes of this Section, to the extent
any Bonds are insured by a policy of municipal bond insurance or
are secured by a letter of credit and such Bonds are then rated in
as high a rating category as the rating category in which such
Bonds were rated at the time of initial issuance and delivery
thereof by either S&P or Moody's, or successors and assigns, then
the consent of the issuer of such municipal bond insurance policy
or the issuer of such letter of credit shall be deemed to consti-
tute the consent of the Holder of such Bonds.
No such modification or amendment pursuant to this section 23
shall be made without the consent of the Bond insurer provided
however, the consent of such Bond insurer shall not be required if
such Bond insurer shall then be in default under its policy of
municipal bond insurance. Copies of any such amendment consented
to by MBIA shall be sent to S&P.
SECTION 24. DEFEASANCE. The covenants and obligations of the
Issuer shall be defeased and discharged under terms of this
Resolution as follows:
(A) If the Issuer shall payor cause to be paid, or there
shall otherwise be paid, to the Holders of all Bonds the principal,
redemption premium, if any, and interest due or to become due
thereon, at the times and in the manner stipulated herein, then the
pledge of the Net Revenues, and all covenants, agreements and other
obligations of the Issuer to the Bondholders, shall thereupon
cease, terminate and become void and be discharged and satisfied.
If the Issuer shall payor cause to be paid, or there shall
otherwise be paid, to the Holders of any Outstanding Bonds the
principal or redemption premium, if any, and interest due or to
become due thereon, at the times and in the manner stipulated
herein, such Bonds shall cease to be entitled to any lien, benefit
or security under this Resolution, and all covenants, agreements
and obligations of the Issuer to the Holders of such Bonds shall
thereupon cease, terminate and become void and be discharged and
satisfied.
41
(B) The Bonds, redemption premium if any, and interest due or
to become due for the payment or redemption of which moneys shall
have been set aside and shall be held in trust by an Escrow Agent
(through deposit by the Issuer of funds for such payment or
redemption or otherwise) at the maturity or redemption date thereof
shall be deemed to have been paid within the meaning and with the
effect expressed in paragraph (A) of this Section 24. Bonds shall
be deemed to have been paid within the meaning and with the effect
expressed in paragraph A of this section if (a) in case any of said
Bonds are to be redeemed on any date prior to their maturity, the
Issuer shall have given to the Escrow Agent instructions accepted
in writing by the Escrow Agent to notify Holders of outstanding
Bonds in the manner required herein of the redemption of such Bonds
on said date, (b) there shall have been deposited with the Escrow
Agent either moneys in an amount which shall be sufficient, or
Defeasance Obligations the principal of and the interest on which
when due will provide moneys which, together with the moneys, if
any, deposited with the Escrow Agent at the same time, shall be
sufficient, to pay when due the principal of or premium, if any,
and interest due and to become due on said Bonds on or prior to the
redemption date or maturity date thereof, as the case may be, and
(c) in the event said Bonds are not by their terms subject to
redemption within the next succeeding 60 days, the Issuer shall
have published as soon as practicable, at least twice, at an
interval of not less than seven days between publications, in the
Authorized Newspapers a notice to the Holders of such Bonds that
the deposit required by (b) above has been made and that said Bonds
are deemed to have been paid in accordance with this section 24 and
stating such maturity or redemption date upon which moneys are
expected to be available for the payment of the principal,
redemption premium, if any, on said Bonds (other than Bonds which
have been purchased or otherwise acquired by the Issuer and prior
to the giving of the notice of redemption referred to in clause (a)
hereof). Any notice of redemption made pursuant to the preceding
sentence with respect to Bonds which constitute less than all of
the Outstanding Bonds of any maturity within a Series shall specify
the letter and number or other distinguishing mark of each such
Bond.
(C) For purposes of determining whether Variable Rate Bonds
shall be deemed to have been paid prior to the maturity or
redemption date thereof, as the case may be, by the deposit of
moneys, or Defeasance Obligations and moneys, if any, the interest
to come due on such Variable Rate Bonds on or prior to the maturity
date or redemption date thereof, as the case may be, shall be
calculated at the maximum rate permitted by the terms thereof;
provided, however, that if on any date, as a resul t of such
Variable Rate Bonds having borne interest at less than such maximum
rate for any period, the total amount of moneys and Defeasance
Obligations on deposit with the Escrow Agent for the payment of
interest on such Variable Rate Bonds is in excess of the total
amount which would have been required to be deposited with the
Escrow Agent on such date in respect of such Variable Rate Bonds ,
42
the Escrow Agent shall, if requested by the Issuer, pay the amount
of such excess to the Issuer free and clear of any trust, lien,
pledge or assignment securing the Bonds or otherwise existing under
this Resolution.
(D) The Issuer agrees that it will take no action in
connection with any of the transactions referred to in this Section
24 which will cause interest on the Bonds to be included in the
gross income of the Holders thereof for purposes of Federal income
taxation.
(E) Anything in this Resolution to the contrary notwithstand-
ing, any moneys held by an Escrow Agent in trust for the payment
and discharge of any of the Bonds which remain unclaimed for six
years after the date when such Bonds have become due and payable,
either at their stated maturity dates or by call for earlier
redemption, if such moneys were held by the Escrow Agent in trust
pursuant to the provisions of this Section, at such date, or for
six years after the date of deposit of such moneys if deposited
with the Escrow Agent in trust pursuant to the provisions of this
Section, after the said date when such Bonds become due and
payable, shall, at the written request of the Issuer be repaid by
the Escrow Agent to the Issuer, as its absolute property and free
from trust, and the Escrow Agent shall thereupon be released and
discharged with respect thereto and the Holders shall look only to
the Issuer for the payment of such Bonds; provided, however, that
before being required to make any such payment to the Issuer, the
Escrow Agent shall, at the expense of the Issuer, cause to be
published at least twice, at an interval of not less than 7 days
between publications, in the Authorized Newspapers, a notice that
said moneys remain unclaimed and that, after a date named in said
notice, which date shall be not less than 30 days after the date of
the first publication of such notice, the balance of such moneys
then unclaimed will be returned to the Issuer.
section 25. GOVERNMENTAL REORGANIZATION. Notwithstanding any
other provisions of this ReSOlution, this Resolution shall not
prevent any lawful reorganization of the governmental structure of
the Issuer, including a merger or consolidation of the Issuer with
another public body or the transfer of a public function of the
Issuer to another public body, provided that any reorganization
which affects the System shall provide that the System shall be
continued as a single enterprise and that any public body which
succeeds to the ownership and operation of the System shall also
assume all rights, powers, obligations, duties and liabilities of
the Issuer under this Resolution and pertaining to all Bonds and
coupons, if any.
SECTION 26. ADDITIONAL UTILITY FUNCTIONS. The Issuer may
expand the utility functions of the System as they exist on the
date hereof provided that the Issuer has adopted resolutions or
43
ordinances of the Issuer to the effect that, based upon such
certificates and opinions of its Consulting Engineers, independent
certified public accountants, Bond Counsel, financial advisors or
other appropriate advisors as the Issuer shall deem necessary,
desirable or appropriate, the addition of such utility functions
(a) will not impair the ability of the Issuer to comply with the
provisions of this Resolution, and (b) will not materially
adversely affect the rights of the Holders of the Bonds.
SECTION 27. CAPITAL APPRECIATION BONDS. For the purposes of
(i) recelvlng payment of the redemption price of a Capital
Appreciation Bond if redeemed prior to maturity, (ii) receiving
payment if the principal of all Bonds is declared immediately due
and payable, (iii) computing Bond Service Requirement, and (iv) in
computing the amount of Holders required for any notice, consent,
request or demand hereunder for any purpose whatsoever, the
principal amount of a Capital Appreciation Bond shall be deemed to
be its Compounded Amount.
section 28. DESIGNATED MATURITY OBLIGATIONS. No Designated
Maturity Obligations may be issued under this Resolution or may be
issued as Additional Parity obligations without the consent of all
companies which have issued a policy of municipal bond insurance
insuring any Series of Bonds if the principal amount of Designated
Maturity Obligations maturing in anyone year exceeds 15% of
Maximum Bond Service Requirement.
section 29. OPTION BONDS. No Option Bonds may be issued
under this Resolution or may be issued as Additional Parity
Obligations unless the Issuer shall have provided for a liquidity
facility to purchase such Option Bonds in the event of a tender for
payment at the option of the Holder thereof. Any such liquidity
facility must, on the date of issuance of such option Bonds, be
rated in one of the two highest rating categories of both Standard
& Poor's Corporation, or any successors thereto, and Moody's
Investors Service, Inc. or any successors thereto.
section 30. NOTES AUTHORIZED FOR INTERIM FINANCING. Pursuant
to authority granted by section 215.431, Florida Statutes, the
Issuer is authorized to issue its negotiable notes from time to
time for the purposes authorized by this Resolution and for the
purpose of obtaining interim financing. Any such notes authorize
by the Issuer shall be issued upon the adoption of a resolution by
the Issuer specifying the amount of notes to be issued, the
maturity of such notes, the denomination, date and rate of interest
which shall be borne by such notes which shall not be greater than
the highest rate authorized by law. Any such notes issued may be
sold in the manner provided by section 215.431, Florida Statutes.
section 31. SEVERABILITY. If anyone or more of the
covenants, agreements or provisions of this Resolution should be
held contrary to any express provision of law or contrary to the
44
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,
agreements or provisions of this Resolution or of the Bonds issued
hereunder.
section 32. INCONSISTENT RESOLUTIONS. All prior resolutions
of the Issuer inconsistent with the provisions of this Resolution
are hereby modified, supplemented and amended to conform with the
provisions herein contained.
Section 33. NOTICES TO MBIA. For so long as the Series 1991
Bonds are outstanding, MBIA will be furnished a copy of all
significant notices with respect to this Resolution or the Bonds as
follows:
Municipal Bond Investors Assurance Corporation
113 King Street
Armonk, New York 10504
Attention: Surveillance Department
section 34. PAYMENTS UNDER MBIA POLICY. As long as the
municipal bond insurance policy of MBIA (the "Policy") guaranteeing
the payment of principal and interest on the Series 1991 Bonds
shall be in full force and effect the Issuer and Paying Agent agree
to comply with the following provisions:
A. In the event that, on the second Business Day, and again
on the Business Day, prior a the payment date on the Series 1991
Bonds, the Paying Agent has not received sufficient moneys to pay
all principal of and interest on the Series 1991 Bonds due on the
second following or following, as the case may be, Business Day,
the Paying Agent shall immediately notify MBIA or its designee on
the same Business Day by telephone or telegraph, confirmed in
writing by registered or certified mail, of the amount of the
deficiency.
B. If the deficiency is made up in whole or in part prior to
or on the payment date, the Paying Agent shall so notify MBIA or
its designee.
C. In addition, if the Paying Agent has notice that any
Series 1991 Bondholder has been required to disgorge payments of
principal or interest on the Series 1991 Bonds to a trustee in
bankruptcy or creditors or others pursuant to a final judgment by
a court of competent juriSdiction that such payment constitutes a
voidable preference to such Series 1991 Bondholder within the
meaning of any applicable bankruptcy laws, then the Paying Agent
shall notify MBIA or its designee of such fact by telephone or
telegraphic notice, confirmed in writing by registered or certified
mail.
45
D. The Paying Agent is hereby irrevocably designated,
appointed, directed and authorized to act as attorney-in-fact for
Holders of the Series 1991 Bonds as follows:
1. If and to the extent there is a deficiency in
amounts required to pay interest on the Series 1991 Bonds, the
Paying Agent shall (a) execute and deliver to Citibank, N.A.,
or its successors under the Policy (the "Insurance Paying
Agent"), in form satisfactory to the Insurance Paying Agent,
an instrument appointing MBIA as agent for such Holders in any
legal proceeding related to the payment of such interest and
an assignment to MBIA of the claims for interest to which such
deficiency relates and which are paid by MBIA, (b) receive as
designee of the respective Holders (and not as Paying Agent)
in accordance with the tenor of the Policy payment from the
Insurance Paying Agent with respect to the claims for interest
so assigned, and (c) disburse the same to such respective
Holders; and
2. If and to the extent of a deficiency in amounts
required to pay principal of the Series 1991 Bonds, the Paying
Agent shall (a) execute and deliver to the Insurance Paying
Agent in form satisfactory to the Insurance Paying Agent an
instrument appointing MBIA as agent for such Holder in any
legal proceeding relating to the payment of such principal and
an assignment to MBIA of any of the Series 1991 Bonds surren-
dered to the Insurance Paying Agent of so much of the princi-
pal amount thereof as has not previously been paid or for
which moneys are not held by the Paying Agent and available
for such payment (but such assignment shall be delivered only
if payment from the Insurance Paying Agent is received), (b)
recei ve as designee of the respective Holders (and not as
Paying Agent) in accordance with the tenor of the Policy
payment therefor from the Insurance Paying Agent, and (c)
disburse the same to such Holders.
E. Payments with respect to claims for interest on and
principal of Series 1991 Bonds disbursed by the Paying Agent from
proceeds of the Policy shall not be considered to discharge the
obligation of the Issuer with respect to such Series 1991 Bonds,
and MBIA shall become the owner of such unpaid Series 1991 Bonds
and claims for the interest in accordance with the tenor of the
assignment made to it under the provisions of this subsection or
otherwise.
F. Irrespective of whether any such assignment is executed
and delivered, the Issuer and the Paying Agent hereby agree for the
benefit of MBIA that,
1. They recognize that to the extent MBIA makes
payments, directly or indirectly (as by paying through the
Paying Agent), on account of principal of or interest on the
46
series 1991 Bonds, MBIA will be subrogated to the rights of
such Holders to receive the amount of such principal and
interest from the Issuer, with interest thereon as provided
and solely from the sources stated in this Resolution and the
Series 1991 Bonds; and
2. They will accordingly pay to MBIA the amount of such
principal and interest (including principal and interest
recovered under subparagraph (ii) of the first paragraph of
the POlicy, which principal and interest shall be deemed past
due and not to have been paid), but only from the sources and
in the manner provided herein for the payment of principal of
and interest on the Series 1991 Bonds to Holders, and will
otherwise treat MBIA as the owner of such rights to the amount
of such principal and interest.
G. In connection with the issuance of Additional Parity
Obligations, the Issuer shall deliver to MBIA a copy of the
disclosure document, if any, circulated wi th respect to such
Additional Parity Obligations.
H. Copies of any amendments made to the documents executed
in connection with the issuance of the Series 1991 Bonds which are
consented to by MBIA shall be sent to S&P.
I. MBIA shall receive notice of the resignation or removal
of the Paying Agent and the appointment of a successor thereto.
J. MBIA shall receive copies of all notices required to be
delivered to Series 1991 Bondholders and, on an annual basis,
copies of the Issuer's audited financial statements and annual
budget.
K. Any notice that is required to be given to a Holder of
the Series 1991 Bonds or to the Paying Agent pursuant to the
Resolution shall also be provided to MBIA. All notices required to
be given to MBIA under the Resolution shall be in writing and shall
be sent by registered or certified mail addressed to Municipal Bond
Investors Assurance corporation, 113 King Street, Armonk, New York
10504 Attention: Surveillance.
47
Section 35. EFFECTIVE DATE. This Resolution shall become
effective immediately upon its adoption.
ADOPTED this 29th day of April, 1991
CITY COMMISSION OF THE CITY
OF WINTER SPRINGS, FLORIDA
(SEAL)
Mayor
ATTEST:
Mary T. Norton
City Clerk
Approved as to Form and Legal Sufficiency:
City Attorney
28292CLN.RES
04/29/91
48
ESCROW DEPOSIT AGREEMENT
THIS ESCROW DEPOSIT AGREEMENT, dated as of May 1, 1991, by and
between the CITY OF WINTER SPRINGS, FLORIDA (the "Issuer"), and
,
, Florida, a national banking association organized
under the laws of the United States of America, as Escrow Holder
and its successors and assigns (the "Escrow Holder");
WIT N E SSE T H:
WHEREAS, the Issuer has previously authorized and issued
obligations, hereinafter defined as "Refunded Bonds", as to which
the Total Debt Service (as hereinafter defined) is set forth on
Schedule A; and
WHEREAS, the Issuer has determined to provide for payment of
the Total Debt Service of the Refunded Bonds by depositing with the
Escrow Holder an amount which together with investment earnings
thereon is at least equal to such Total Debt Service; and
WHEREAS, in order to obtain the funds needed for such purpose,
the Issuer has authorized and is, concurrently with the delivery of
this Agreement, issuing the Series 1991 Bonds, as defined herein;
and
WHEREAS, the execution of this Escrow Deposit Agreement and
full performance of the provisions hereof shall defease and
discharge the Issuer from the aforestated obligations;
NOW, THEREFORE, in consideration of the mutual covenants and
agreements herein contained, the Issuer and the Escrow Holder agree
as follows:
SECTION 1. Definitions. As used herein, the following terms
mean:
(a) "Agreement" means this Escrow Deposit Agreement.
(b) "Annual Debt Service" means the interest and principal on
the Refunded Bonds coming due in such year as shown on Schedule A
attached hereto and made a part hereof.
(c) "Bonds" means the Series 1991 Bonds
(d) "Escrow Account" means the account hereby created and
entitled Escrow Account established and held by the Escrow Holder
pursuant to this Agreement, in which cash and investments will be
held for payment of the principal of and accrued interest on the
Refunded Bonds as they become due and payable.
(e) "Escrow Holder" means
having its primary corporate trust office in
Florida, and its successors and assigns.
(f) "Escrow Requirement" means, as of any date of calcula-
tion, the sum of an amount in cash and principal amount of Federal
Securities in the Escrow Account which together with the interest
to become due on the Federal Securities will be sufficient to pay
the Total Debt Service on the Refunded Bonds in accordance with
Schedule A and to pay all Expenses then unpaid.
(g) "Expenses" means the expenses set forth on Schedule B
attached hereto and hereby made a part hereof.
(h) "Federal Securities" means direct obligations of or
obligations, principal and interest on which are unconditionally
guaranteed by, the united States of America, none of which permit
redemption at the option of the united States of America prior to
the dates on which such Federal Securities shall be applied
pursuant to this Agreement.
(i) "Issuer" means the City of winter Springs, Florida, and
its successors and assigns.
(j) "Refunded Bonds" means the remaining bonds outstanding,
of the $5,615,000 City of winter springs, Florida, Public Water and
Sewer Refunding Revenue Bonds, Series 1985, dated June 1, 1985.
(k) "Resolution" means the resolution adopted by the
governing body of the Issuer on April ,1991, as amended and
supplemented from time to time, authorizing issuance of the Bonds.
(l) "Series 1991 Bonds" means the $ City of Winter
Springs, Florida, Refunding Revenue Bonds, Series 1991, initially
issued under the Resolution.
(m) "Total Debt Service" means the sum of the principal and
interest remaining unpaid with respect to the Refunded Bonds in
accordance with Schedule A attached hereto.
SECTION 2. Deposit of Funds. The Issuer hereby deposits
$ with the Escrow Holder for deposit into the Escrow
Account in immediately available funds, which funds the Escrow
Holder acknowledges receipt of, to be held in irrevocable escrow by
the Escrow Holder separate and apart from other funds of the Escrow
Holder and applied solely as provided in this Agreement. The
Issuer represents that such funds are derived from the net proceeds
of the Bonds and other lawfully available funds of the Issuer and
are at least equal to the Escrow Requirement as of the date of such
deposit.
2
SECTION 3. Use and Investment of Funds. The Escrow Holder
acknowledges receipt of the sum described in section 2 and agrees:
(a) to hold the funds and investments purchased pursuant to
this Agreement in irrevocable escrow during the term of this
Agreement for the sole benefit of the holders of the Refunded
Bonds;
(b) to immediately invest $ of such funds in the
Federal Securities set forth on Schedule C-1 attached hereto and to
hold such funds in accordance with the terms of this Agreement;
(c) to deposit in the Escrow Account, as received, all
receipts of maturing principal of the Federal Securities and all
receipts of interest on the Federal Securities in the Escrow
Account and to apply such principal and interest only in the manner
described in section 4 below; and
(d) to reinvest, as received, excess receipts of interest on
the Federal Securities described in (b) above in 0% United States
Treasury Obligations State and Local Government Series, in
accordance with Schedule C-2 attached hereto;
(e) there will be no investment of funds except as set forth
in this section 3.
SECTION 4. Payment of Bonds and Expenses.
(a) Refunded Bonds. On the dates and in the amounts set
forth on Schedule A, the Escrow Holder shall transfer to the Paying
Agent for the Refunded Bonds (the "Paying Agent"), in immediately
available funds, a sum sufficient to pay that portion of the Annual
Debt Service for the Refunded Bonds coming due on such dates, as
shown on Schedule A.
(b) Expenses. On each of the due dates as shown on Schedule
B, the Escrow Holder shall pay the portion of the Expenses coming
due on such date to the appropriate payee or payees designated on
Schedule B or designated by separate certificate of the Issuer.
(c) Surplus. After making the payments from the Escrow
Account described in Subsections 4(a) and 4(b) above, the Escrow
Holder shall retain in the Escrow Account any remaining cash in the
Escrow Account in excess of the Escrow Requirement until the
termination of this Agreement, and shall then pay any remaining
funds to the Issuer for deposit to the Revenue Fund created in the
Resolution.
(d) Priority of Payments. The holders of the Refunded Bonds
shall have an express first lien on the funds and Federal Securi-
ties in the Escrow Account until such funds and Federal Securities
are used and applied as provided in this Agreement.
3
SECTION 5. Reinvestment. (a) Except as provided in Section
3 and in this Section, the Escrow Holder shall have no power or
duty to invest any funds held under this Agreement or to sell,
transfer or otherwise dispose of or make substitutions of the
Federal Securities held hereunder.
(b) At the written request of the Issuer and upon compliance
with the conditions hereinafter stated, the Escrow Holder shall
sell, transfer or otherwise dispose of any of the Federal securi-
ties acquired hereunder and shall substitute other Federal
Securities. The Issuer will not request the Escrow Holder to
exercise any of the powers described in the preceding sentence in
any manner which will cause interest on the Bonds to be included in
the gross income of the holders thereof for purposes of Federal
income taxation. The transactions may be effected only if (i) an
independent certified public accountant selected by the Issuer
shall certify or opine in writing to the Issuer and the Escrow
Holder that the cash and principal amount of Federal Securities
remaining on hand after the transactions are completed will be not
less than the Escrow Requirement, and (ii) the Escrow Holder shall
recei ve an opinion from a nationally recognized bond counsel
acceptable to the Issuer to the effect that the transactions, in
and by themselves will not cause interest on such Bonds to be
included in the gross income of the holders thereof for purposes of
Federal income taxation.
SECTION 6. No Redemption or Acceleration of Maturitv. The
Issuer will not accelerate the maturity of, or exercise any option
to redeem before maturity any Refunded Bonds.
SECTION 7. Indemnity. To the extent permitted by law, the
Issuer hereby assumes liability for, and hereby agrees to
indemnify, protect, save and keep harmless the Escrow Holder and
its respective successors, assigns, agents and servants, from and
against any and all liabilities, obligations, losses, damages,
penalties, claims, actions, suits, costs, expenses and
disbursements (including reasonable legal fees and disbursements)
of whatsoever kind and nature which may be imposed on, incurred by,
or asserted against at any time, the Escrow Holder (whether or not
also indemnified against the same by the Issuer or any other person
under any other agreement or instrument) and in any way relating to
or arising out of the execution and delivery of this Agreement, the
establishment of the Escrow Account established hereunder, the
acceptance of the funds and securities deposited therein, the
purchase of the Federal Securities, the retention of the Federal
Securities or the proceeds thereof and any payment, transfer or
other application of funds or securities by the Escrow Holder in
accordance with the provisions of this Agreement; provided,
however, that the Issuer shall not be required to indemnify the
Escrow Holder against its own negligence or willful misconduct. In
no event shall the Issuer be liable to any person by reason of the
transactions contemplated hereby other than to the Escrow Holder as
4
set forth in this section. The indemnities contained in this
Section shall survive the termination of this Agreement. The
Escrow Holder shall not be liable for any deficiencies in the
amounts necessary to pay the Escrow Requirement. Furthermore, the
Escrow Holder shall not be liable for the accuracy of the calcula-
tion as to the sufficiency of moneys and the principal amount of
Federal Securities and the earnings thereon to pay the Escrow
Requirement.
SECTION 8. Responsibilities of Escrow Holder. The Escrow
Holder and its respective successors, assigns, agents and servants
shall not be held to any personal liability whatsoever, in tort,
contract, or otherwise, in connection with the execution and
delivery of this Agreement, the establishment of the Escrow
Account, the acceptance of the funds deposited therein, the
purchase of the Federal Securities, the retention of the Federal
Securities or the proceeds thereof or for any payment, transfer or
other application of moneys or securities by the Escrow Holder in
accordance with the provisions of this Agreement or by reason of
any non-negligent or non-willful act, omission or error of the
Escrow Holder made in good faith in the conduct of its duties. The
Escrow Holder shall, however, be responsible for its negligent or
willful failure to comply with its duties required hereunder, and
its negligent or willful acts, omissions or errors hereunder. The
duties and obligations of the Escrow Holder may be determined by
the express provisions of this Agreement. The Escrow Holder may
consult with counsel, who mayor may not be counsel to the Issuer,
and in reliance upon the opinion of such counsel shall have full
and complete authorization and protection in respect of any action
taken, suffered or omitted by it in good faith in accordance
therewith. Whenever the Escrow Holder shall deem it necessary or
desirable that a matter be proved or established prior to taking,
sUffering or omitting any action under this Agreement, such matter
may be deemed to be conclusively established by a certificate
signed by an authorized officer of the Issuer.
SECTION 9. Resiqnation of Escrow Holder. The Escrow Holder
may resign and thereby become discharged from the duties and
obligations hereby created, by notice in writing given to the
Issuer, Moody's Investors Service, Standard & Poor's Corporation,
and the Paying Agent for the Refunded Bonds not less than sixty
(60) days before such resignation shall take effect. Such resigna-
tion shall not take effect until the appointment of a new Escrow
Holder hereunder.
SECTION 10. Removal of Escrow Holder.
(a) The Escrow Holder may be removed at any time by an
instrument or concurrent instruments in writing, executed by the
holders of not less than fifty-one percentum (51%) in aggregate
principal amount of the Refunded Bonds then outstanding, such
instruments to be filed with the Issuer, and notice in writing
5
given by such holders to the original purchaser or purchasers of
the Bonds and published by the Issuer once in a newspaper of
general circulation in the territorial limits of the Issuer, and in
a daily newspaper or financial journal of general circulation in
the City of New York, New York, not less than sixty (60) days
before such removal is to take effect as stated in said instrument
or instruments. A photographic copy of any instrument filed with
the Issuer under the provisions of this paragraph shall be
delivered by the Issuer to the Escrow Holder.
(b) The Escrow Holder may also be removed at any time for any
breach of trust or for acting or proceeding in violation of, or for
failing to act or proceed in accordance with, any provisions of
this Agreement with respect to the duties and obligations of the
Escrow Holder by any court of competent jurisdiction upon the
application of the Issuer or the holders of not less than five
percentum (5%) in aggregate principal amount of the Bonds then
outstanding, or the holders of not less than five percentum (5%) in
aggregate principal amount of the Refunded Bonds then outstanding.
(c) The Escrow Holder may not be removed until a successor
Escrow Holder has been appointed in the manner set forth herein.
SECTION 11. Successor Escrow Holder.
(a) If at any time hereafter the Escrow Holder shall resign,
be removed, be dissolved or otherwise become incapable of acting,
or shall be taken over by any governmental official, agency,
department or board, the position of Escrow Holder shall thereupon
become vacant. If the position of Escrow Holder shall become
vacant for any of the foregoing reasons or for any other reason,
the Issuer shall appoint an Escrow Holder to fill such vacancy.
The Issuer shall either (i) publish notice of any such appointment
made by it once in each week for four (4) successive weeks in a
newspaper of general circulation published in the territorial
limits of the Issuer and in a daily newspaper or financial journal
of general circulation in the City of New York, New York, or (ii)
mail a notice of any such appointment made by it to the Holders of
the Refunded Bonds within thirty (30) days after such appointment.
(b) At any time within one year after such vacancy shall have
occurred, the holders of a majority in principal amount of the
Bonds then outstanding or a majority in principal amount of the
Refunded Bonds then outstanding, by an instrument or concurrent
instruments in writing, executed by either group of such bondhold-
ers and filed with the governing body of the Issuer, may appoint a
successor Escrow Holder, which shall supersede any Escrow Holder
theretofore appointed by the Issuer. Photographic copies of each
such instrument shall be delivered promptly by the Issuer, to the
predecessor Escrow Holder and to the Escrow Holder so appointed by
the bondholders. In the case of conflicting appointments made by
6
the bondholders under this paragraph, the first effective appoint-
ment made during the one year period shall govern.
(c) If no appointment of a successor Escrow Holder shall be
made pursuant to the foregoing provisions of this Section, the
holder of any Refunded Bonds then outstanding, or any retiring
Escrow Holder may apply to any court of competent jurisdiction to
appoint a successor Escrow Holder. Such court may thereupon, after
such notice, if any, as such court may deem proper and prescribe,
appoint a successor Escrow Holder.
SECTION 12. Payment to Escrow Holder. The Escrow Holder
hereby acknowledges that it has agreed to accept compensation under
the Agreement on the dates and in the amounts reflected in Schedule
B attached hereto, which the Issuer agrees to deposit into the
Escrow Account on the date of delivery of the Bonds for services to
be performed by the Escrow Holder pursuant to this Agreement, plus
out-of-pocket expenses to be reimbursed at cost.
SECTION 13. Term. This Agreement shall commence upon its
execution and delivery and shall terminate when the Refunded Bonds
have been paid and discharged in accordance with the proceedings
authorizing the Refunded Bonds.
SECTION 14. Severabilitv. If anyone or more of the
covenants or agreements provided in this Agreement on the part of
the Issuer or the Escrow Holder to be performed should be deter-
mined by a court of competent jurisdiction to be contrary to law,
such covenant or agreements herein contained shall be null and void
and shall in no way affect the validity of the remaining provisions
of this Agreement.
SECTION 15. Amendments to this Aqreement. This Agreement is
made for the benefit of the Issuer and the holders from time to
time of the Refunded Bonds and the Bonds and it shall not be
repealed, revoked, altered or amended in whole or in part without
the written consent of all affected holders, the Escrow Holder and
the Issuer; provided, however, that the Issuer and the Escrow
Holder may, without the consent of, or notice to, such holders,
enter into such agreements supplemental to this Agreement as shall
not adversely affect the rights of such holders and as shall not be
inconsistent with the terms and provisions of this Agreement, for
anyone or more of the following purposes:
(a) to cure any ambiguity or formal defect or omission in
this Agreement;
(b) to grant to, or confer upon, the Escrow Holder, for the
benefit of the holders of the Bonds and the Refunded Bonds any
additional rights, remedies, powers or authority that may lawfully
be granted to, or conferred upon, such holders or the Escrow
Holder; and
7
(c) to subject to this Agreement additional funds, securities
or properties.
The Escrow Holder shall, at its option, be entitled to rely
conclusively upon an opinion of nationally recognized attorneys on
the subj ect of municipal bonds acceptable to the Issuer wi th
respect to compliance with this Section, including the extent, if
any, to which any change, modification, addition or elimination
affects the rights of the holders of the Refunded Bonds or that any
instrument executed hereunder complies with the conditions and
provisions of this section.
SECTION 16. CounterDarts. This Agreement may be executed in
several counterparts, all or any of which shall be regarded for all
purposes as one original and shall constitute and be but one and
the same instrument.
SECTION 17. Governinq Law. This Agreement shall be construed
under the laws of the State of Florida.
IN WITNESS WHEREOF, the parties hereto have caused this
Agreement to be executed by their duly authorized officers and
their corporate seals to be hereunto affixed and attested as of the
date first above written.
CITY OF WINTER SPRINGS, FLORIDA
By Mayor
( SEAL)
FLORIDA
ATTEST:
Mary T. Norton
City Clerk
Approved as to form and legal
sufficiency
City Attorney
[ESCROW HOLDER]
( SEAL)
By
Title:
ATTEST:
Title:
8
DATE DUE
SCHEDULE OF DEBT SERVICE
SCHEDULE A
FOR
CITY OF WINTER SPRINGS, FLORIDA
WATER AND SEWER REFUNDING REVENUE BONDS
PRINCIPAL
SERIES 1985
[TO BE PROVIDED]
INTEREST
PREMIUM TOTAL
DEBT SERVICE
A-1
SCHEDULE B
EXPENSES TO BE PAID BY ESCROW HOLDER
[TO BE PROVIDED]
B-1
SCHEDULE C-1
[TO BE PROVIDED]
SUBSCRIPTION FOR PURCHASE OF U.S. TREASURY SECURITIES
STATE AND LOCAL GOVERNMENT SERIES TIME DEPOSIT SECURITIES
CERTIFICATION ATTACHMENT
The undersigned certifies that, in addition to certifications
contained in 31 CFR 344.3 (c), one of the following statements is
true (check a or b):
a) no portion of the investment is being made
(directly or indirectly) with amounts that are
to be used to discharge a tax-exempt bond
issue and that are derived or are to be de-
rived (directly or indirectly) from the sale
of securities after 5 p.m. (EDT) Thursday,
October 22, 1987; the Proceeds of which were
to be used to discharge a tax-exempt bond
issue; or
b) although a portion of the investment is being
made (directly or indirectly) with amounts that are to be used to
discharge a tax-exempt bond issue and that are derived or are to be
derived (directly or indirectly) from the sale of securities after
5 p.m. (EDT) Thursday, October 22, 1987, the proceeds of which were
to be used to discharge a tax-exempt bond issue, the composite
yield to maturity of all investments being purchased with such
amounts does not exceed the composite yield to maturity of the
securities that were sold, based on the price at which they were
sold.
The undersigned agrees that this certification is part of the
attached Subscription for Purchase in the amount of $
dated
Dated this
day of
, 1991.
Name of Government Body
By
Aqent
Authorized Government Body Official
(
Area
Code
Telephone Number
C-l
Reinvestment Date
SCHEDULE C-2
REINVESTMENT IN 0% SLGS
[TO BE PROVIDED]
Amount
Maturitv Date
C-2