Resolution 206-1990
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RESOLUTION NO. 206- 1990
A RESOLUTION OF THE BOARD OF COUNTY
COMMISSIONERS OF MONROE COUNTY, FLORIDA,
AUTHORIZING THE ACQUISITION AND CONSTRUCTION
OF ADDITIONAL CRIMINAL JUSTICE FACILITIES IN
MONROE COUNTY, FLORIDA; PROVIDING FOR THE
ISSUANCE OF NOT EXCEEDING $40,000,000 SALES
TAX;REVENUE BONDS, SERIES 1991, OF THE COUNTY
TO FiNANCE THE COST THEREOF; PROVIDING FOR THE
PAYM~T OF SUCH BONDS FROM THE PORTION OF THE
ONE CENT LOCAL GOVERNMENT INFRASTRUCTURE
SURTAX PROCEEDS DISTRIBUTABLE TO THE COUNTY;
MAKING CERTAIN COVENANTS AND AGREEMENTS IN
CONNECTION THEREWITH; AND PROVIDING AN
EFFECTIVE DATE.
BE IT RESOLVED BY THE BOARD OF COUNTY COMMISSIONERS OF
MONROE COUNTY, FLORIDA:
ARTICLE I
AUTHORITY, DEFINITIONS AND FINDINGS
SECTION 1.01
AUTHORITY FOR THIS RESOLUTION.
This
Resolution is adopted pursuant to the provisions of Section
212.055(2), Florida Statutes, and other applicable provisions of
law.
SECTION 1.02 DEFINITIONS. Unless the context otherwise
requires, the terms defined in this section shall have the
Words importing singular
meanings specified in this section.
number shall include the plural number in each case and vice
versa, and words importing persons shall include firms and
corporations.
A. "Accountant" shall mean the independent certified
public accountant or firm of certified public accountants at the
time employed by the Issuer under the provisions of this
Resolution to perform and carry out the duties imposed on the
Accountant by this Resolution.
B. "Act" shall mean
statutes, Ordinance No. 013-1989
applicable provisions of law.
C. "Additional parity Bonds" shall mean additional
obligations of the Issuer which have an equal lien on the
applicable portion of the Pledged Funds and rank equally in all
applicable respects with the Bonds initially issued hereunder.
D. "Amortization Installment" with respect to any
Current Interest Paying Bonds of a series, shall mean an amount
so designated which is established for the Current Interest
Paying Term Bonds of such series, provided that (1) each such
installment shall be deemed to be due on such interest or
principal maturity date of each applicable year as is fixed by
subsequent resolution of the Board, and (2) the aggregate of such
installments for such series shall equal the aggregate principal
amount of Current Interest Paying Term Bonds of such series
authenticated and delivered on original issuance; and with
respect to any Term Bonds of a series issued as capital
Appreciation Bonds, shall mean the Compounded Amounts so
designated by subsequent resolution of the Board, provided that
each such installment shall be deemed to be due on such date of
Section
of the
212.055(2), Florida
Issuer and other
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each applicable year as is fixed by subsequent resolution of the
Board.
E. "Authorized Investments" shall mean any of the
following if and to the extent the same are at the time legal for
investment of county funds:
(1) Government Obligations which are held in a custody
or trust account by a bank or savings and loan association which
is either (a) a "qualified public depository" under the laws of
the state of Florida or (b) has capital, surplus and undivided
profits of not less than $50,000,000, and which is a member of
the Federal Deposit Insurance Corporation ("FDIC") or the Federal
Savings and Loan Insurance Corporation ("FSLIC"), as applicable;
(2) bonds, debentures, notes or other evidences of
indebtedness issued by any of the following agencies or such
other like governmental or government-sponsored agencies
subsequently created, so long as such agencies are owned or
sponsored by the United States of America: Federal Home Loan
Bank System, Government National Mortgage Association, Student
Loan Marketing Association and Federal Home Loan Mortgage
Corporation;
(3) interest bearing time deposits or savings accounts
in any commercial bank or savings and loan association which is a
member of FDIC or FSLIC and is a "qualified public depository"
under the laws of the State of Florida;
(4) repurchase agreements or investment contracts with
any bank, trust company (including any trustee acting on behalf
of the Issuer) or savings and loan association which is a member
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of FDIC or FSLIC, as applicable, and is a "qualified public
depository" under the laws of the state of Florida; or with any
broker or dealer registered with the Securities Exchange
Commission and subject to Securities Investors' Protection
Corporation liquidation in the event of insolvency; in any case
having short term debt rated in either of the 2 highest
categories by Standard & Poor's Corporation, New York, New York
("S&P"), or Moody's Investors Service, New York, New York
("Moody's); provided, that (a) to the extent not insured by FDIC
or FSLIC, the repurchase or investment agreements are secured by
those securities described in paragraphs (1) or (2) above having
at all times a fair market value or at least 100% of the value
(principal plus accrued interest) of such agreement or contract;
(b) the Issuer (or any trustee acting on its behalf) has a
perfected first security interest in such securities described in
paragraphs ( 1 ) or ( 2 ) above; and (c) such securities described in
paragraphs (1) or (2) above are owned by the pledgor free and
clear of any kind of liens or security interests other than that
of the Issuer (or any trustee acting on its behalf); the security
for any repurchase agreements and investment contracts being (A)
in the case of Government Obligations which can be pledged by
book entry notation under regulations of the United States
Treasury, appropriately entered on the records of a Federal
Reserve Bank, or (B) in the case of other investments, deposited
with the Issuer (or any trustee acting on its behalf), a Federal
Reserve Bank or a bank or trust company which is acting solely as
agent for the Issuer (or any trustee acting on its behalf), and
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which has a combined net capital and surplus of at least
$25,000,000;
(5) shares or other interests in any mutual fund, trust
investment company or similar entity or portfolio which invests
solely in securities described in paragraphs (1), (2) or (3)
above, or any combination thereof; or
(6) the Local Government Surplus Funds Trust Fund as
described in Section 218.405, Florida Statutes.
F. "Board" shall mean the Board of county Commissioners
of the Issuer.
G. "Bond Insurance policy" shall mean the municipal
bond new issue insurance policy issued by the applicable Bond
Insurer guaranteeing the timely payment of principal of and
interest on a series of Bonds, when due.
H. "Bond Insurer" shall mean, with respect to the Bonds
originally issued hereunder, the municipal bond insurance
company, if any, guaranteeing the timely payment of principal of
and interest on the Bonds.
I. "Bond Registrar" shall mean the officer of the
Issuer or such bank or trust company, located within or without
the State of Florida, who or which shall maintain the
registration books of the Issuer and be responsible for the
transfer and exchange of the Bonds, and who or which also may be
the paying agent for the Bonds and interest thereon.
J. "Bonds" shall mean the Sales Tax Revenue Bonds,
Series 1991, herein authorized to be issued, together with any
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Additional parity Bonds hereafter issued under the terms,
conditions and limitations contained herein.
K. "Bond Year" shall mean the one year period beginning
on May 14 of each year and ending on the succeeding May 15.
L. "Capital Appreciation Bonds" shall mean Bonds, the
interest on which (1) shall be compounded periodically, (2) shall
be payable at maturity or redemption prior to maturity and (3
shall be determined'by reference to the Compounded Amounts.
M. "Compounded Amounts" with respect to any Capital
Appreciation Bonds, shall mean the amounts so designated in a
subsequent resolution of the Board, representing principal and
interest accrued on such Capital Appreciation Bonds.
N. "Current Interest paying Bonds" shall mean the
Bonds, the interest on which shall be payable on a semiannual
basis.
o. "Debt Service Requirement" for any Bond Year, as
applied to the Bonds, shall mean the sum of:
(1) The amount required to pay the interest becoming
due on the Current Interest Paying Bonds during such Bond Year,
except to the extent that such interest shall have been provided
by payments into the Sinking Fund out of Bond proceeds for a
specified period of time.
(2) The aggregate amount required to pay the principal
becoming due on Current Interest paying Bonds for such Bond Year.
For purposes of this definition: (a) the stated maturity date of
any Current Interest Paying Term Bonds shall be disregarded and
the Amortization Installments applicable to such Current Interest
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Paying Term Bonds in such Bond Year shall be deemed to mature in
such Bond Year; and (b) the principal amount of any Current
Interest Paying Term Bonds having a single principal maturity and
no Amortization Installments therefor shall be calculated as if
the amount of such single maturity had been amortized over a term
of years and was payable in such payments of principal and
interest as shall be set forth in a subsequent resolution of the
Board adopted prior to the delivery of any such Bonds.
(3) The aggregate amount required to pay the Compounded
Amounts due on any Capital Appreciation Bonds maturing in such
Bond Year. For purposes of this definition, the stated maturity
date of any Capital Appreciation Term Bonds shall be disregarded
and the Amortization Installments applicable to such Capital
Appreciation Term Bonds in such year shall be deemed to mature in
such year.
P. "Federal Securities" shall mean, collectively, (1)
Government Obligations; (2) bank certificates of deposit fully
secured as to principal and interest by the obligations described
in (1); (3) certificates evidencing ownership of portions of such
obligations described in (1) held by a bank or trust company as
custodian, under which the owner of the investment is the real
party in interest and has the right to proceed directly and
independently against the obligor on the underlying obligations
if such underlying obligations are not available to satisfy any
claim against the custodian; or (4) municipal obligations that
have been advance refunded, are secured by an escrow within which
are held obligations described in (1) and have been rated in the
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highest rating category by either S&P or Moody's; none of which
described in (1), (2), (3) or (4) above are subject to redemption
prior to maturity at the option of the obligor.
Q. "Fiscal Year" shall mean the period commencing on
October 1 of each year and ending on the succeeding September 30,
or such other annual period as may be prescribed by law from time
to time for the Issuer.
R. "Government Obligations" shall mean direct
obligations of, or obligations the principal of and interest on
which are unconditionally guaranteed by, the United States of
America; or receipts, certificates or other similar documents
evidencing ownership of future principal or interest payments due
on such obligations.
S. "Holder of Bonds"
term shall mean any person who
any such Bond or Bonds.
T. "Issuer" shall mean Monroe County, Florida.
U. "Maximum Debt Service Requirement" shall mean, as of
any particular date of calculation, the greatest amount of
aggregate annual Debt Service Requirements for all series of
outstanding Bonds for the then current or any future Bond Year.
v. "pledged Funds" shall mean the portion of the
proceeds of the one cent local government infrastructure surtax
(the "Sales Tax") on deposit from time to time in the trust fund
for such purpose established for the Issuer in the State Treasury
of the State of Florida, allocated for and distributed monthly to
the Issuer pursuant to the Act.
or "Bondholders" or any similar
shall be the Registered Owner of
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w. "Project" shall mean the acquisition and
construction of additional criminal justice facilities in the
area of the Issuer, all in accordance with plans and
specifications now on file or to be on file with the Issuer.
x. "Record Date" shall mean the 15th day of the month
immediately preceding any interest payment date for the Bonds.
Y. "Registered Owner" shall mean the owner of any Bond
or Bonds as shown on the registration books of the Issuer
maintained by the Bond Registrar.
Z. "Reserve Account Requirement" shall mean the lesser
of (1) Maximum Debt Service Requirement, (2) 125% of the average
Debt Service Requirement, or (3) an amount equal to 10% of the
proceeds of the sale of the Bonds as set forth in Section
148(d)(2) of the Internal Revenue Code of 1986, as amended
(collectively, the "Code").
AA. "Resolution"
resolution and all resolutions
hereto.
shall mean, collectively, this
amendatory hereof or supplemental
BB. "Serial Bonds" shall mean the Bonds which shall be
stated to mature in semiannual or annual installments.
CC. "Term Bonds" shall mean the Bonds which shall be
stated to mature on one date and which shall be subject to
mandatory redemption by operation of the Bond Amortization
Account, or otherwise designated as such by resolution of the
Board adopted prior to the delivery thereof.
SECTION 1.03 FINDINGS. It is hereby ascertained,
determined and declared that:
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A. By its Ordinance No. 013-1989, the Issuer levied the
Sales Tax, commencing on November 1, 1989, and continuing through
September 30, 2004, subject to approval by the qualified electors
of the Issuer at a referendum held for that purpose on August 8,
1989. The levy of the Sales Tax was duly approved at such
referendum by the qualified electors of the Issuer in accordance
with the Constitution and laws of the state of Florida.
B. It is necessary and desirable to acquire and
construct the Project, as provided herein, in order to preserve
and protect the public health, safety and welfare of the
inhabitants of the Issuer.
C. The Pledged Funds are not now pledged or encumbered
in any manner, and it is estimated that they will be sufficient
to pay all principal of and interest on the Bonds originally
issued hereunder, as the same become due, and to make all
required sinking fund, reserve or other payments required by this
Resolution.
D. The principal of and interest on the Bonds and all
required sinking fund, reserve and other payments shall be
payable solely from the Pledged Funds. Neither the Issuer nor
the State of Florida or any political subdivision thereof or
governmental authority or body therein shall ever be required to
levy ad valorem taxes to pay the principal of and interest on the
Bonds or to make any of the required sinking fund, reserve or
other payments required by this Resolution or the Bonds, and such
Bonds shall not constitute a lien upon any property owned by or
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situated within the corporate territory of the Issuer, except as
provided herein with respect to the Pledged Funds.
SECTION 1.04 RESOLUTION TO CONSTITUTE CONTRACT. In
consideration of the acceptance of the Bonds authorized to be
issued hereunder by those who shall hold the same from time to
time, this Resolution shall be deemed to be and shall constitute
a contract between the Issuer and such Bondholders. The
covenants and agreements herein set forth to be performed by the
Issuer shall be for the equal benefit, protection and security of
(a) the legal Holders of any and all of such Bonds, all of which
shall be of equal rank and without preference, priority or
distinction of any of the Bonds over any other thereof, except as
expressly provided therein and herein, and (b) the Bond Insurer
(if the outstanding Bonds are then covered by a Bond Insurance
Policy).
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ARTICLE II
AUTHORIZATION OF PROJECT AND OF ISSUANCE
OF BONDS; DESCRIPTION,
DETAILS AND FORM OF BONDS
SECTION 2.01 AUTHORIZATION OF PROJECT. There is hereby
authorized the acquisition and construction of the Project. The
cost of such Project, in addition to the items set forth in the
plans and specifications, may include, but need not be limited
to, the acquisition of any lands or interest therein or any other
properties deemed necessary or convenient therefor; engineering,
legal and financing expenses; expenses for estimates of costs and
of revenues; expenses for plans, specifications and surveys; fees
of
fiscal
agents,
financial
advisors
or
consultants;
administrative expenses relating solely to the construction and
acquisition of the Project (including, but not limited to,
construction program management); premiums for municipal bond
insurance policies; the creation and establishment of reasonable
reserves for debt service; the discount on the sale of the Bonds;
and such other costs and expenses as may be necessary or
incidental to the financing authorized by this Resolution and the
construction and acquisition of the project and the placing of
the same in operation, including reimbursement for money advanced
for the cost of the Project from other funds of the Issuer.
SECTION 2.02
AUTHORIZATION OF BONDS.
Subject and
pursuant to the provisions of this Resolution, obligations of the
Issuer to be known as "Sales Tax Revenue Bonds, Series 1991," are
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hereby authorized to be issued in the aggregate principal amount
of not exceeding $40,000,000.
SECTION 2.03 DESCRIPTION OF BONDS. The Bonds shall be
dated, shall be issued in such denominations, shall bear interest
at not exceeding the maximum rate authorized by applicable law,
payable at such times, shall contain such other series
designations if the Bonds are issued in installments and shall
mature on such dates and in such years (but not exceeding 15
years from the date of levy of the Sales Tax) and in such
amounts; all as shall be fixed by subsequent resolution or
resolutions of the Board adopted at or prior to the sale of the
applicable series of the Bonds.
The Bonds shall be issued in fully registered form
without coupons; shall be issued as Current Interest paying Bonds
or as Capital Appreciation Bonds, and as Serial Bonds or Term
Bonds, or a combination thereof; shall be payable with respect to
both principal and interest at such bank or banks to be
determined by the Issuer prior to the delivery of the Bonds;
shall be payable in lawful money of the United States of America;
and shall bear interest from their date or dates, payable by mail
to the Registered Owners at their addresses as they appear on the
registration books. If Term Bonds are issued, Amortization
Installments therefor may be fixed in the subsequent resolution
described above. If Capital Appreciation Bonds are issued,
Compounded Amounts therefor shall also be fixed in the subsequent
resolution described above.
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Notwithstanding any other provisions of this section,
the Issuer may, at its option, prior to the date of issuance of
any Bonds, elect to use an immobilization system or pure book-
entry system with respect to issuance of the Bonds, provided
adequate records will be kept with respect to the ownership of
Bonds issued in book-entry form or the beneficial ownership of
Bonds issued in the name of a nominee. Under such circumstances
the Issuer is authorized to execute and deliver any letters of
representation or completed eligibility questionnaires necessary
to qualify for the book-entry program with The Depository Trust
Company, New York, New York, or any other recognized securities
depositories. As long as any Bonds are outstanding in book-entry
form, the provisions of Sections 2.04, 2.07 and 2.08 of this
Resolution may not be applicable to such book-entry Bonds; and
the provisions of this Section 2.03 may be modified as set forth
in the resolution described in the succeeding sentence. The
details of any alternative system of Bonds issuance, as described
in this paragraph, shall be set forth in a resolution of the
Board duly adopted at or prior to the sale of any of the Bonds.
SECTION 2.04 EXECUTION OF BONDS. The Bonds shall be
executed in the name of the Issuer by the Mayor of the Board and
countersigned and attested by the Clerk of the Board, either
manually or with their facsimile signatures, and its corporate
seal or a facsimile thereof shall be affixed thereto or
reproduced thereon. The Certificate of Authentication of the
Bond Registrar shall appear on the Bonds, and no Bond shall be
valid or obligatory for any purpose or be entitled to any
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security or benefit under this Resolution unless such certificate
shall have been duly executed on such Bond. The authorized
signature for the Bond Registrar shall be either manual or in
facsimile; provided, however, that at least one of the above
signatures, including that of the authorized signature for the
Bond Registrar, appearing on the Bonds, shall at all times be a
manual signature. In case anyone or more of the officers who
shall have signed or sealed any of the Bonds shall cease to be
such officer of the Issuer before the Bonds so signed and sealed
shall have been actually sold and delivered, such Bonds may
nevertheless be sold and delivered as provided in this Resolution
and may be issued as if the person who signed or sealed such
Bonds had not ceased to hold such office. Any Bonds may be
signed and sealed on behalf of the Issuer by such person as at
the actual time of the execution of such Bonds shall hold the
proper office, although at the date of such Bonds such person may
not have held such office or may not have been so authorized.
SECTION 2.05 NEGOTIABILITY. The Bonds shall be and
have all the qualities and incidents of negotiable instruments
under the laws of the State of Florida, and each successive
Holder, in accepting any of the Bonds, shall be conclusively
deemed to have agreed that such Bonds shall be and have all of
the qualities and incidents of negotiable instruments under the
laws of the State of Florida.
SECTION 2.06 REGISTRATION. The Issuer shall, prior to
the proposed date of delivery of the Bonds, by resolution of the
Board designate the Bond Registrar and, if applicable, paying
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agent. The Bond Registrar shall be responsible for maintaining
the books for the registration of and for the transfer of the
Bonds and, if a bank is so designated, in compliance with a
written agreement to be executed between the Issuer and such bank
as Bond Registrar on or prior to the delivery date of the Bonds.
Upon surrender to the Bond Registrar for transfer or
exchange of any Bond, duly endorsed for transfer or accompanied
by an assignment or written authorization for exchange, whichever
is applicable, duly executed by the Registered Owner or his
attorney duly authorized in writing, the Bond Registrar shall
deliver in the name of the Registered Owner or the transferee or
transferees, as the case may be, a new fully registered Bond or
Bonds of authorized denominations and of the same maturity and
interest rate and for the aggregate principal amount which the
Registered Owner is entitled to receive; provided, however, that
Current Interest Paying Bonds may only be exchanged for new
Current Interest Paying Bonds and Capital Appreciation Bonds may
only be exchanged for new Capital Appreciation Bonds.
All Bonds presented for transfer, exchange, redemption
or payment (if so required by the Issuer or the Bond Registrar)
shall be accompanied by a written instrument or instruments of
transfer or authorization for exchange, in form and with guaranty
of signature satisfactory to the Issuer or the Bond Registrar,
duly executed by the Registered Owner or by his duly authorized
attorney.
The Bond Registrar or
from the Registered Owner or
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the Issuer may require payment
transferee of a sum sufficient to
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cover any tax, fee or other governmental charge that may be
imposed in connection with any exchange or transfer of the Bonds.
Such charges and expenses shall be paid before any new Bond shall
be delivered.
Interest on the Bonds shall be paid to the Registered
Owners whose names appear on the books of the Bond Registrar as
of 5:00 p.m. (eastern time) on the Record Date. New Bonds
delivered upon any transfer or exchange shall be valid
obligations of the Issuer, evidencing the same debt as the Bonds
surrendered, shall be secured by this Resolution, and shall be
entitled to all of the security and benefits hereof to the same
extent as the Bonds surrendered.
The Issuer and the Bond Registrar may treat the
Registered Owner of any Bond as the absolute owner thereof for
all purposes, whether or not such Bond shall be overdue, and
shall not be bound by any notice to the contrary.
Notwithstanding the foregoing provisions of this Section
2.06, the Issuer reserves the right, on or prior to the delivery
of the Bonds, to amend or modify the foregoing provisions
relating to registration of the Bonds in order to comply with all
applicable laws, rules and regulations of the United States or
the State of Florida relating thereto, including, particularly,
any provision of such laws, rules and regulations as shall permit
the use of unregistered instruments and coupons. The provisions
of such instruments and coupons, if applicable, shall be set
forth in a subsequent resolution of the Board.
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SECTION 2.07 DISPOSITION OF BONDS PAID OR REPLACED.
Whenever any Bond shall be delivered to the Bond Registrar for
cancellation, upon payment of the principal amount thereof, or
for replacement, transfer or exchange, such Bond shall, after
cancellation, either be retained by the Bond Registrar for a
period of time specified in writing by the Issuer, or at the
option of the Issuer, shall be destroyed by the Bond Registrar as
authorized by law, and counterparts of a certificate of
destruction evidencing such destruction shall be furnished to the
Issuer.
SECTION 2.08 BONDS MUTILATED, DESTROYED, STOLEN OR
LOST. In case any Bond shall become mutilated, or be destroyed,
stolen or lost, the Issuer, acting through the Bond Registrar,
may in its discretion issue and deliver a new Bond of like tenor
as the Bond so mutilated, destroyed, stolen, or lost, in exchange
and substitution for such mutilated Bond, upon surrender and
cancellation of such mutilated Bond or in lieu of and
substitution for the Bond destroyed, stolen or lost, and upon the
Registered Owner furnishing satisfactory proof of his ownership
and the loss thereof (if lost, stolen or destroyed) and indemnity
satisfactory to the Issuer, and complying with such other
reasonable regulations and conditions as the Issuer may prescribe
and paying (in advance if so required by the Issuer or the Bond
Registrar) such taxes, governmental charges, attorneys fees,
printing costs and other expenses as the Issuer and/or the Bond
Registrar may charge and/or incur. All Bonds so surrendered
shall be cancelled by the Bond Registrar. If any such Bond shall
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have matured or will mature within 45 days, instead of issuing a
substitute Bond, the Issuer may pay the same, upon being
indemnified as aforesaid, and if such Bond be lost, stolen or
destroyed, without surrender thereof.
Any such duplicate Bonds issued pursuant to this Section
shall constitute original contractual obligations on the part of
the Issuer, whether or not the lost, stolen or destroyed Bonds be
at any time found by anyone, and such duplicate Bonds shall be
entitled to equal and proportionate benefits and rights as to
lien, source and security for payment, pursuant to this
Resolution from the funds, as hereinafter pledged, to the same
extent as all other Bonds issued under this Resolution.
SECTION 2.09 PROVISIONS FOR REDEMPTION. The Bonds or
any portions thereof shall be subject to mandatory and/or
optional redemption prior to their respective stated dates of
maturity, at such times and in such manner as shall be determined
by subsequent resolution of the Board adopted on or prior to the
sale thereof.
Notice of such redemption shall, at least 30 days prior
to the redemption date, be filed with the Bond Registrar and
paying agent and be mailed, postage prepaid, by the Bond
Registrar to all Registered Owners of Bonds to be redeemed at
their addresses as they appear of record on the books of the Bond
Registrar as of 45 days prior to the date fixed for redemption;
provided, however, that failure to file and/or mail such notice
of redemption shall not render void or voidable any calling of
Bonds for prior redemption. Interest shall cease to accrue on
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any Bond duly called for prior redemption on the redemption date,
if payment thereof has been duly provided. The privilege of
transfer or exchange of any of the Bonds selected for redemption
shall be suspended.
Each notice of redemption shall state the date of such
notice, the date of issue of the Bonds, the redemption date, the
redemption price, the place or places of redemption (including
the name and appropriate address or addresses of the paying
agent), the CUSIP number (if any) of the maturity or maturities
to be redeemed, and, if less than all of any such maturity, the
distinctive certificate numbers of the Bonds of such maturity to
be redeemed and, in the case of Bonds to be redeemed in part
only, the respective portions of the principal amount thereof to
be redeemed. Each such notice shall also state that on such date
there will become due and payable on each of such Bonds, the
redemption price thereof, or of such specified portion of the
principal amount thereof in the case of a Bond to be redeemed in
part only, together with interest accrued thereon to the
redemption date; and that from and after such redemption date,
interest thereon shall cease to accrue, and shall require that
such Bonds be then surrendered at the address or addresses of the
paying agent specified in the redemption notice.
SECTION 2.10 FORM OF BONDS. The text of the Bonds,
together with the Certificate of Authentication of the Bond
Registrar, shall be substantially of the following tenor, with
such omissions, insertions and variations as may be necessary or
desirable and authorized or permitted by this Resolution or any
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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 or bear a variable rate of
interest; or as may be necessary to comply with applicable laws,
rules and regulations of the United states Government and the
state of Florida in effect upon the issuance thereof:
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CUSIP:
$
No. R-
UNITED STATES OF AMERICA
STATE OF FLORIDA
MONROE COUNTY
SALES TAX REVENUE BOND, SERIES 1991
RATE OF INTEREST
MATURITY DATE
DATE OF ORIGINAL ISSUE
REGISTERED OWNER:
PRINCIPAL SUM:
KNOW ALL MEN BY THESE PRESENTS, that Monroe County,
Florida (the "County"), for value received hereby promises to pay
to the Registered Owner designated above, or registered assigns,
solely from the special funds hereinafter mentioned, on the
Maturity Date specified above, the Principal Sum shown above,
upon the presentation and surrender hereof at the corporate trust
office of
as Paying Agent and Bond Registrar (collectively, the "Bond
Registrar"), and to pay solely from such special funds interest
hereon from the date of this bond or from the most recent
interest payment date to which interest has been paid, whichever
is applicable, until payment of such sum, at the rate per annum
set forth above, payable on
, and
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3247/MON59003/authres doc/032190
semiannually thereafter on 1 and 1 in
each year (or if any such date is not a business day, then on the
next business day thereafter), by check or draft mailed to the
Registered Owner at his address as it appears at 5:00 P.M.
(eastern time) on the fifteenth day of the month preceding the
applicable interest payment date, on the registration books of
the County kept by the Bond Registrar. The principal of,
premium, if any, and interest on this Bond are payable in lawful
money of the United states of America.
This bond is one of an authorized issue of bonds issued
to finance the cost of additional criminal justice facilities in
the area of the County; under the authority of and in full
compliance with the Constitution and statutes of the state of
Florida, including particularly Section 212.055(2), Florida
Statutes, and other applicable provisions of law, and a
resolution duly adopted by the Board of County Commissioners of
the County on March 27, 1990, as supplemented (collectively, the
"Resolution"), and is subject to all the terms and conditions of
such Resolution.
This bond and the interest hereon are payable from and
secured by a prior lien upon and pledge of the portion of the
proceeds of the one cent local government infrastructure surtax
on deposit from time to time in the trust fund for such purpose
established for the County in the state Treasury of the state of
Florida, allocated for and distributed monthly to the County
pursuant to Section 212.055(2), Florida Statutes, and other
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3247!MON59003!authres doc!032190
applicable provisions of law (the "Pledged Funds"); all in the
manner provided in the Resolution.
It is expressly agreed by the Registered Owner of this
bond that such Registered Owner shall never have the right to
require or compel the levy of ad valorem taxes for the payment of
the principal of and interest on this bond or for the making of
any sinking fund or other payment specified in the Resolution.
This bond and the indebtedness evidenced thereby shall not
constitute an indebtedness of the County within the meaning of
any constitutional or statutory provision or limitation, or a
lien upon any other property of or in the county, but shall
constitute a lien only upon the Pledged Funds in the manner
provided in the Resolution.
(To be inserted where appropriate on face of bond:
"REFERENCE IS HEREBY MADE TO THE FURTHER PROVISIONS OF THIS BOND
SET FORTH ON THE REVERSE SIDE HEREOF, AND SUCH FURTHER PROVISIONS
SHALL FOR ALL PURPOSES HAVE THE SAME EFFECT AS IF SET FORTH ON
THIS SIDE.")
This bond may be transferred only upon the books of the
County kept by the Bond Registrar upon surrender thereof at the
principal office of the Bond Registrar with an assignment duly
executed by the Registered Owner or his duly authorized attorney,
but only in the manner, subject to the limitations and upon
payment of a sum sufficient to cover any tax, fee or governmental
charge, if any, that may be imposed in connection with any such
transfer, as provided in the Resolution. Upon any such transfer,
there shall be executed in the name of the transferee, and the
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Bond Registrar shall deliver, a new registered bond or bonds of
authorized denominations and in the same aggregate principal
amount, series, maturity and interest rate as this bond.
In like manner, subject to such conditions and upon the
payment of a sum sufficient to cover any tax, fee or governmental
charge, if any, that may be imposed in connection with any such
exchange, the Registered Owner of any bond or bonds may surrender
the same (together with a written instrument of transfer
satisfactory to the Bond Registrar duly executed by the
Registered Owner or his duly authorized attorney) in exchange for
an equal aggregate principal amount of fully registered bonds in
authorized denominations and of the same series, maturity and
interest rate as this bond.
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 statutes and Constitution of the state of
Florida applicable thereto; and that the issuance of this bond
and of the issue of bonds of which this bond is one, does not
violate any constitutional or statutory limitation.
(Insert redemption provisions).
Notice of such redemption shall be given in the manner
and to the extent required by the Resolution.
This bond is and has all the qualities and incidents of
a negotiable instrument under the laws of the state of Florida.
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This bond shall not be valid or become obligatory for
any purpose or be entitled to any security or benefit under the
Resolution until the certificate of authentication hereon shall
have been executed by the Bond Registrar.
IN WITNESS WHEREOF, Monroe County, Florida, has issued
this bond and has caused the same to be executed by the Mayor of
its Board of County Commissioners and attested and countersigned
by the Clerk of such Board, either manually or with their
facsimile signatures, and the corporate seal of such Board or a
facsimile
thereof
to
be
affixed,
impressed, imprinted,
lithographed or reproduced hereon, all as of the first day of
, 1991.
MONROE COUNTY, FLORIDA
(SEAL)
Mayor, Board of County
Commissioners
ATTESTED AND COUNTERSIGNED:
Clerk, Board of County
Commissioners
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3Z47!MON59003!authres doc!03Z190
BOND REGISTRAR'S CERTIFICATE OF AUTHENTICATION
This bond is one of the bonds of the issue described in
the Resolution.
As Bond Registrar
By:
Authorized Signature
Date of Authentication:
The
following
abbreviations,
when
used
in the
inscription on the face of the within bond, shall be construed as
though they were written out in full according to applicable laws
or regulations:
TEN COM - as tenants in
common
UNIF GIF MIN ACT -
( Cust. )
TEN ENT - as tenants by the
entireties
Custodian for
(Minor)
JT TEN - as joint tenants with
right of survivorship
and not as tenants in
common
under Uniform Gifts to Minors
Act of
(State)
Additional abbreviations may also be used though not in
list above.
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ASSIGNMENT
FOR VALUE RECEIVED, the undersigned sells, assigns and
transfers to
(PLEASE INSERT NAME, ADDRESS AND SOCIAL SECURITY OR OTHER
IDENTIFYING NUMBER OF ASSIGNEE)
the within bond and does hereby irrevocably constitute and
appoint
as his agent
to transfer the bond on the books kept for registration thereof,
with full power of substitution in the premises.
Dated:
Signature guaranteed: NOTICE: The signature to this
assignment must correspond
with the name of the
(Bank, Trust Company or Firm) Registered Owner as it appears
upon the face of the within
bond in every particular,
without alteration or
enlargement or change
(Authorized Officer) whatever.
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ARTICLE III
APPLICATION OF BOND PROCEEDS
SECTION 3.01 APPLICATION OF BOND PROCEEDS. The
proceeds, including accrued interest and premium, if any,
received from the sale of any or all of the Bonds, shall be
applied by the Issuer simultaneously with their delivery to the
purchaser thereof, as follows:
A. Accrued interest shall be deposited in the Sinking
Fund, herein created, and shall be used only for the purpose of
paying interest becoming due on the Bonds.
B. A sum which, together with other legally available
funds of the Issuer (including bond reserve insurance and/or
letters of credit as described in Section 4.03D hereof) deposited
in the Reserve Account, herein created, on the date of delivery
of the Bonds, will equal the Reserve Account Requirement, shall
be deposited into the Reserve Account.
C. To the extent not paid or reimbursed therefor by the
original purchaser of the Bonds, the Issuer shall pay all costs
and expenses in connection with the preparation, issuance and
sale of the Bonds, including the premiums for the Bond Insurance
policy and bond reserve insurance, if applicable.
D. The remaining proceeds derived from the sale of the
Bonds shall be deposited in the Construction Fund, herein
created. The Construction Fund shall be continuously secured in
the same manner as county deposits are authorized to be secured
by the laws of the State of Florida. The money therein, to the
extent not required to be rebated to the United States Treasury,
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shall be used only for the payment of the cost of the Project,
but, pending such application, may be invested as provided in
Section 4.03G hereof. Any funds remaining in the Construction
Fund after completion of the Project, not required to pay costs
of the Project or to be rebated to the United states Treasury,
shall be deposited into the Sinking Fund and be used for the open
market purchase or redemption of Bonds.
E. All such proceeds disbursed in accordance with this
Section 3.01 shall be and constitute trust funds for such
purposes and, to the extent not required to be rebated to the
United States Treasury, there is hereby created a lien in favor
of the Holders of the Bonds upon such money until so applied.
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ARTICLE IV
SECURITY FOR BONDS; CREATION OF FUNDS AND
ACCOUNTS; APPLICATION OF REVENUES
SECTION 4.01 SECURITY FOR BONDS. Neither the Bonds nor
the interest thereon
shall
be
or
constitute a general
indebtedness of
the
Issuer
within
the
meaning of any
constitutional or statutory provision or limitation, but shall be
payable solely from and secured by a lien upon and a pledge of
the Pledged Funds as provided below. No Holder or Holders of any
Bonds issued hereunder shall ever have the right to require or
compel the exercise of the ad valorem taxing power of the Issuer
or taxation in any form of any property therein for payment
thereof, or be entitled to payment of such principal and interest
from any other funds of the Issuer, except from the Pledged Funds
in the manner provided herein.
Until payment has been provided
as herein permitted, the payment of the principal of and interest
on the Bonds, and all other payments required by this Resolution,
shall be secured forthwith equally and ratably by an irrevocable
prior lien on the Pledged Funds, and the Issuer does hereby
irrevocably pledge and grant a prior lien upon the same for such
purposes.
SECTION 4.02
CREATION OF FUNDS AND ACCOUNTS. The
following Funds and Accounts are hereby created and established:
the Revenue Fund, the Sinking Fund, the Reserve Account, the Bond
Amortization Account and the Construction Fund.
A. TRUST FUNDS.
The Funds and Accounts created and
established above and any other special funds and accounts
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created and established by this Resolution shall constitute trust
funds for the purposes provided herein for such funds and
accounts, and shall be kept separate and distinct from all other
funds of the Issuer and used only for the purposes and in the
manner provided by this Resolution. All such Funds and Accounts
shall be continuously secured in the same manner as county
deposits are authorized to be secured by the laws of the state of
Florida. Prior to the delivery of any of the Bonds, the Issuer
shall enter into a custodial trust agreement with an
institutional trustee regarding the deposit, investment and
disbursement of amounts allocated to such Funds (except the
Revenue Fund) and Accounts; provided, however, that such
agreement shall not be required with respect to any temporary
financing in anticipation of the issuance of the Bonds, nor shall
such agreement control the deposit, investment and/or
disbursement of proceeds derived from such temporary financing.
B. GOVERNMENT ACCOUNTING EFFECT. The cash required to
be accounted for in each of the Funds and Accounts established
herein 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. The designation and
establishment of the various Funds and Accounts in and by this
Resolution shall not be construed to require the establishment of
any completely independent, self-balancing funds, as such term is
commonly defined and used in governmental accounting, but rather
is intended solely to constitute an earmarking of Pledged Funds
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3Z47/MON59003/authres doc/03Z190
for certain purposes and to establish certain priorities for
application of such Pledged Funds as provided by this Resolution.
SECTION 4.03 APPLICATION OF REVENUES. For as long as
any of the principal of and interest on any of the Bonds shall be
outstanding and unpaid, or until payment has been provided for as
permitted by this Resolution, or until there shall have been set
apart in the Sinking Fund, the Bond Amortization Account and the
Reserve Account, a sum sufficient to pay when due the entire
principal of the Bonds remaining unpaid, together with interest
accrued or to accrue thereon, the Issuer covenants with the
Holders of any and all Bonds as follows:
A. REVENUE FUND. The Pledged Funds shall be deposited,
as received, in the Revenue Fund and shall be disposed of on or
before the 25th day of each month, commencing in the month
immediately following the delivery of the Bonds, only in the
following manner and in the following order of priority.
B. SINKING FUND. Pledged Funds shall first be applied
and allocated to the Sinking Fund in such sums as will be
sufficient to pay 1/6th of all interest becoming due on the
Current Interest Paying Bonds on the next semiannual interest
payment date therefor, plus the amount of any prior deficiencies
(if Bonds with a variable rate of interest are outstanding, the
Issuer shall deposit in lieu of the 1/6th interest deposit
described above, the interest actually accruing on such Bonds for
such month, assuming the interest rate thereon on the first day
of such month will continue through the end of such month, plus
any deficiencies in interest deposits for the preceding month);
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1/6th or 1/12th, as the case may be, of all principal maturing on
the Current Interest Paying Serial Bonds authorized herein on the
next maturity date, plus the amount of any prior deficiencies;
and 1/6th or 1/12th, as the case may be, of the Compounded Amount
next becoming due on any Serial Capital Appreciation Bonds
whether by reason of maturity or earlier redemption thereof, plus
the amount of any prior deficiencies, and an amount sufficient to
pay the fees and charges of the Bond Registrar and paying agents.
In the event the first interest payment date or first principal
maturity date shall occur either more or less than 6 months or 12
months, as the case may be, after the delivery of any of the
Bonds, then the payments required above shall be adjusted
accordingly to provide for the payment of such principal and
interest.
C. BOND AMORTIZATION ACCOUNT. On a parity with the
payments required by Section 4.03B above, Pledged Funds shall
simultaneously be applied and allocated to the Bond Amortization
Account, to the extent required, in such sums as will be equal to
1/12th of the Amortization Installment required to be made on the
next annual payment date for Term Bonds, plus the amount of any
prior deficiencies. Such allocations shall be credited to a
separate special account for each series of Term Bonds
outstanding, and if there shall be more than one stated maturity
for Term Bonds of a series, then into a separate special account
in the Bond Amortization Account for each such separate maturity
of Term Bonds.
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Upon the sale of any Term Bonds, the Issuer shall, by
resolution of the Board, establish the amounts and maturities of
such Amortization Installments, and if there shall be more than
one maturity of Term Bonds, the Amortization Installments for the
Term Bonds of each maturity.
Credit shall be allowed against the total interest,
Amortization Installment and principal due on the next interest
and principal payment dates, respectively, for any other funds on
hand and available for such purposes in the Sinking Fund and Bond
Amortization Account.
D. RESERVE ACCOUNT. Pledged Funds shall then be
applied by the Issuer to maintain in the Reserve Account a sum
equal to the Reserve Account Requirement. Except as provided
below, such sum shall initially be deposited therein from the
proceeds of the sale of the Bonds. Any withdrawals from the
Reserve Account shall be restored within 12 months by depositing
therein an amount equal to 1/12th of such withdrawal. No further
payments shall be required to be made into the Reserve Account
when there has been deposited therein and as long as there shall
remain on deposit therein a sum equal to the Reserve Account
Requirement. The Authorized Investments on deposit in the
Reserve Account shall be valued annually on the last day of the
Fiscal Year in accordance with generally accepted accounting
practice.
Notwithstanding the
consent of the Bond Insurer
covered by a Bond Insurance
foregoing and with the written
(if the outstanding Bonds are then
policy), the Issuer shall not be
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3247/MON59003/authres doc/032190
required to fully capitalize the Reserve Account on the date of
issuance of the Bonds from proceeds of the sale of the Bonds, if
it provides on the date of issuance of the Bonds (1) bond reserve
insurance issued by a reputable and recognized municipal bond
insurer whose insurance policies generally result in insured
issues being rated in the highest rating category by either S&P
or Moody's, or (2) a letter of credit issued by any bank or
national banking association insured by FDIC whose own debt
securities are rated "AA" or the equivalent or better by either
of the rating agencies set forth above, in an amount equal to the
difference between the Reserve Account Requirement and the sum to
be deposited therein pursuant to the preceding paragraph.
At any time after the issuance of the Bonds, the Issuer
may, in its discretion, withdraw the amount of money on deposit
in the Reserve Account and substitute in its place, a bond
reserve insurance policy or unconditional letter of credit as
described in (1) or (2) of the preceding paragraph, in the face
amount of such withdrawal, and use the surplus money so withdrawn
for any lawful purpose specified by the Act.
Money in the Reserve Account shall be used only for the
purpose of the payment of maturing Amortization Installments or
principal of or interest on the Bonds when the other money
allocated to the Sinking Fund and Bond Amortization Account is
insufficient therefor, and for no other purpose. If and whenever
the money applied and allocated to the Reserve Account exceeds
the Reserve Account Requirement on all then outstanding Bonds,
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3247/MON59003/authres doc/032190
such excess shall be withdrawn and deposited into the sinking
Fund.
E. COMPLETION OF FUNDING REQUIREMENT. The Issuer shall
not be required to make any further applications or allocations
to the Sinking Fund, the Bond Amortization Account or the Reserve
Account when the aggregate sums applied and allocated thereto are
and remain at least equal to the sum of all of the annual Debt
Service Requirements then due and becoming due in all ensuing
years for the Bonds then outstanding, plus the amount of
redemption premiums, if any, then due and thereafter to become
due on the Bonds then outstanding by operation of the Bond
Amortization Account.
F. BALANCE OF REVENUES. Thereafter the balance of any
Pledged Funds remaining after the above required payments
(including deficiencies for prior payments) have been made may be
used by the Issuer for any lawful purpose specified by the Act.
G. INVESTMENT AND DISPOSITION OF INVESTMENT INCOME.
Pledged Funds on deposit in the Revenue Fund, the Sinking Fund,
the Bond Amortization Account and the Construction Fund may be
invested and reinvested only in Authorized Investments maturing
not later than the date on which the money therein will be
needed. The Pledged Funds in the Reserve Account may be invested
and reinvested in Authorized Investments, provided such
investments mature not later than the final maturity date of the
Bonds. Any and all income received by the Issuer from such
investments of Pledged Funds in the above Funds and Accounts
(excluding the Reserve Account and the Construction Fund) shall
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3247/MON59003/authres doc/032190
be deposited into the Sinking Fund. Income received from the
investment of money on deposit in the Reserve Account shall
remain in the Reserve Account unless it is fully funded, in which
case such income shall be deposited into the Sinking Fund on the
next business day following the receipt thereof. Income received
from the investment of money on deposit in the Construction Fund
shall remain on deposit therein pending completion of the
Project, and thereafter shall be deposited into the Sinking Fund.
H. OPERATION OF BOND AMORTIZATION ACCOUNT. Money held
for the credit of the Bond Amortization Account shall be applied
to the redemption or open market purchase (at not exceeding the
price of par and accrued interest) of Term Bonds in accordance
with the mandatory redemption provisions and/or the schedule of
Amortization Installments for such Term Bonds. Amortization
Installments for any Term Bonds shall be reduced on a reasonably
proportionate basis to the extent that such Term Bonds are
purchased in the open market. The Issuer shall pay from the
Sinking Fund all expenses in connection with such purchase or
redemption.
SECTION 4.04 UNCLAIMED MONEY. Notwithstanding any
provisions of this Resolution, any money held by the paying agent
for the payment of the principal or redemption price of, or
interest on, any Bonds and remaining unclaimed for 5 years after
the principal of all of the Bonds has become due and payable
(whether at maturity or upon call for redemption), if such money
were so held at such date, or 5 years after the date of deposit
of such money if deposited after such date when all of the Bonds
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3247/MON59003/authres doc/032190
became due and payable, shall be repaid to the Issuer free from
the provisions of this Resolution, and all liability of the
paying agent with respect to such money shall thereupon cease;
provided, however, that before the repayment of such money to the
Issuer as aforesaid, the Issuer first publish at least once in a
financial newspaper or journal published and/or of general
circulation in New York, New York, a notice, in such form as may
be deemed appropriate by the Issuer with respect to the Bonds so
payable and not presented, and with respect to the provisions
relating to the repayment to the Issuer of the money held for the
payment thereof.
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ARTICLE V
CERTAIN COVENANTS WITH BONDHOLDERS; ADDITIONAL
PARITY BONDS; REMEDIES
SECTION 5.01
ACCOUNTING RECORDS.
The Issuer shall
maintain separately identifiable accounting records for the
receipt of the Pledged Funds by the use of a fund established in
accordance with generally accepted accounting practice, and any
Bondholder and the Bond Insurer (if the outstanding Bonds are
then covered by a Bond Insurance Policy) shall have the right at
all reasonable times to inspect all records, accounts and data of
the Issuer relating thereto.
SECTION 5.02 ANNUAL AUDIT.
The Issuer shall after the
close of each Fiscal Year, cause the books, records and accounts
relating to the Pledged Funds to be properly audited by a
recognized Accountant, and shall require the Accountant to
complete its audit report within 12 months after the close of the
Fiscal Year. Such audit shall contain, but not be limited to,
the statements
required
by
generally accepted accounting
principles
applicable
to
governmental
units,
and after
consultation with bond counsel to the Issuer, a certificate by
the Accountant disclosing any breach on the part of the Issuer of
any covenant herein. A copy of such annual audit shall be made
available, at all reasonable times, for inspection by any
Bondholder, upon request therefor, and shall be mailed, postage
prepaid, to the Bond Insurer (if the outstanding Bonds are then
covered by a Bond Insurance policy).
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SECTION 5.03 ENFORCEMENT OF COLLECTIONS. The Issuer
will take no action which would materially impair the ability of
the State of Florida to enforce the collection of the Pledged
Funds and their distribution to the Issuer, and will maintain
accurate records with respect to the receipt of the Pledged
Funds. All such Pledged Funds shall, as collected, be held in
trust to be applied as provided in this Resolution, and not
otherwise.
SECTION 5.04 NO IMPAIRMENT OF CONTRACT. The Issuer has
full power and authority to irrevocably pledge the Pledged Funds
to the payment of the principal of and interest on the Bonds.
The pledge of such Pledged Funds, in the manner provided herein,
shall not be subject to repeal, modification or impairment by any
subsequent resolution, ordinance or other proceedings of the
Issuer or by any subsequent act of the Legislature of the State
of Florida unless the Issuer shall have provided, or such
Legislature shall have made immediately available to the Issuer,
such additional or supplemental funds which shall be sufficient
to retire such Bonds and the interest thereon in accordance with
their terms.
SECTION 5.05 REMEDIES. Any trustee (other than the
custodial trustee described in Section 4.02A hereof) or any
Holder of Bonds issued under the provisions hereof acting for the
Holders of all Bonds may 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 the laws of the State
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3247/MON59003/authres doc/032190
of Florida, or granted and contained herein, and may enforce and
compel the performance of all duties herein required or by any
applicable statutes to be performed by the Issuer or by any
officer thereof. Nothing herein, however, shall be construed to
grant to any Holder of such Bonds any lien on any property of or
within the corporate boundaries of the Issuer, except as provided
herein. No Holder of Bonds, however, shall have any right in any
manner whatever to affect, disturb or prejudice the security of
this Resolution or to enforce any right hereunder except in the
manner herein provided, and all proceedings at law or in equity
shall be instituted and maintained for the benefit of all Holders
of Bonds.
If any payments of Debt Service Requirements are made by
a municipal bond insurer with respect to Bonds which have not
been defeased in accordance with the provisions of Section 6.05
hereof, the lien upon and pledge of the money on deposit from
time to time in the Funds and Accounts created and established
herein and all covenants and other obligations of the Issuer to
the Holders of such Bonds shall continue to exist and the insurer
shall be subrogated to the rights of the Holders of such Bonds
with respect to the Debt Service Requirements paid or insured by
such municipal bond insurer.
SECTION 5.06 ISSUANCE OF ADDITIONAL OBLIGATIONS. Except
as provided below, the Issuer hereby covenants and agrees not to
incur any other obligations or indebtedness payable from the same
source as the Bonds, unless such obligations contain an express
statement that such obligations are junior and subordinate in all
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respects to the Bonds herein authorized as to lien on and source
and security for payment from the Pledged Funds. Furthermore, no
Additional Parity Bonds, payable on a parity from the Pledged
Funds, or applicable portion thereof, with the Bonds, herein
authorized, shall be issued except upon the conditions and in the
manner provided below.
A. There shall have been obtained and filed with the
Issuer a certificate of an Accountant: (1) stating that he had
compiled or reviewed the books and records of the Issuer relating
to the collection and receipt of the Pledged Funds, or applicable
portion thereof; (2) setting forth the amount of the Pledged
Funds received by the Issuer for 12 months out of the 24 month
period immediately preceding the proposed date of delivery of
such Additional parity Bonds with respect to which such
certificate is made; and (3) stating that the Pledged Funds for
such preceding 12 month period are at least equal to 1.25 times
the Maximum Debt Service Requirement to become due in any ensuing
Bond Year on the Bonds then outstanding, and that the portion of
the Pledged Funds which will secure payment of the principal of
and interest on the Additional parity Bonds proposed to be issued
is at least equal to 1.25 times the Maximum Debt Service
Requirement to become due in any ensuing Bond Year on such
Additional parity Bonds proposed to be issued.
B. Each resolution authorizing the issuance of
Additional Parity Bonds will recite that all of the covenants
herein contained applicable to the Additional Parity Bonds, will
be applicable to such Additional parity Bonds.
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C. The Issuer shall not be in breach of the covenants
and obligations assumed hereunder, and all payments herein
required to have been made into the Funds and Accounts, as
provided hereunder, shall have been made to the full extent
required.
D. The Issuer shall not
requirements of paragraph A above
parity Bonds issued for the sole
of the outstanding Bonds.
SECTION 5.07 TAX EXEMPTION. The Issuer at all times
while the Bonds and the interest thereon are outstanding will
comply with the requirements of the Code and any valid and
applicable rules and regulations promulgated thereunder, to the
extent necessary to preserve the exemption from federal income
taxation of the interest on the Bonds.
be required to comply with the
with respect to any Additional
purpose of refunding a portion
SECTION 5.08 PAYMENT OF BONDS. The Issuer will duly
and timely payor cause to be paid from the Pledged Funds the
principal of, redemption premiums, if any, and interest on the
Bonds, when due, by transferring money in the required amounts
from the Funds and Accounts created herein to the principal
office of the paying agent at least one business day prior to the
date on which such payments of principal, premium and interest
are due. If any payment date is not on a business day, then
payment will be due on the next succeeding business day.
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ARTICLE VI
MISCELLANEOUS PROVISIONS
SECTION 6.01 MODIFICATION OR AMENDMENT. No adverse
material modification or amendment of this Resolution or of any
ordinance or resolution amendatory hereof or supplemental hereto
may be made without the consent in writing of the Holders of 51%
or more in aggregate principal amount of all the Bonds so
affected by such modification or amendment; provided, however,
that no modification or amendment shall permit a change in the
maturity of the Bonds or a reduction in the rate of interest
thereon, or in the amount of principal obligation thereof, or
affect the promise of the Issuer to pay the principal of and
interest on the Bonds as the same shall become due from the
Pledged Funds, or reduce the percentage of the Holders of the
Bonds required to consent to any adverse material modification or
amendment hereof without the consent of the Holders of all Bonds;
provided further, however, that the Issuer may at any time amend
this Resolution to provide for the issuance or exchange of Bonds
in coupon form, if and to the extent that doing so will not
affect the tax exempt status of the interest on the Bonds. If
the Bonds then outstanding are insured by a Bond Insurance
Policy, the consent of the Bond Insurer shall be required in lieu
of the consent of the Holders of the Bonds so insured. For the
purpose of computing the amount of Bonds held by the Holder of
Capital Appreciation Bonds, the principal amount of a Capital
Appreciation Bond shall be deemed to be its Compounded Amount.
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SECTION 6.02 SALE OF BONDS. The Bonds shall be sold
and issued all at one time or in installments from time to time,
at public or private sale for such price or prices consistent
with the provisions of the Act and the requirements of this
Resolution as the Board shall hereafter determine by resolution.
SECTION 6.03 TEMPORARY BONDS. Until Bonds are ready
for delivery in definitive form, the Issuer may execute, and upon
its request in writing, the Bond Registrar shall authenticate and
deliver in lieu of such definitive Bonds, one or more printed,
lithographed or typewritten Bonds in temporary form. The Bonds
in temporary form shall be substantially of the tenor of the
Bonds described in this Resolution, with appropriate omissions,
variations and insertions, and shall be subject to the same
provisions, limitations and conditions set forth in this
Resolution. The Issuer shall without unreasonable delay prepare,
execute and deliver to the Bond Registrar, and upon surrender of
the Bond or Bonds in temporary form to the Bond Registrar, the
Bond Registrar shall authenticate and deliver, in exchange
therefor, a Bond or Bonds of the same maturity, in definitive
form, in authorized denominations and for the same aggregate
principal amount as the Bond or Bonds in temporary form
surrendered. The expense of such exchange shall be borne by the
Issuer and there shall be no charge therefor to any Bondholder.
SECTION 6.04 SEVERABILITY OF INVALID PROVISIONS. If
anyone or more of the covenants, agreements or provisions herein
contained shall be held contrary to any express provision of law
or contrary to the policy of express law, though not expressly
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prohibited, or against public policy, or shall for any reason
whatsoever be held invalid, then such covenants, agreements or
provisions shall be null and void and shall be deemed separable
from the remaining covenants, agreements or provisions and shall
in no way affect the validity of any of the other provisions
hereof or of the Bonds issued hereunder.
SECTION 6.05 DEFEASANCE. If, at any time, the Issuer
shall have paid, or shall have made provision for the payment of,
the principal, interest and redemption premiums, if any, with
respect to the Bonds, or any portion thereof, then, and in that
event, the pledge of and lien on the applicable portion of the
Pledged Funds in favor of the applicable Bondholders shall be no
longer in effect. For purposes of the preceding sentence,
deposit of sufficient cash and/or principal and interest of
Federal Securities in irrevocable trust with a banking
institution or trust company, for the sole benefit of the
applicable Bondholders, to make timely payment of the principal,
interest, and redemption premiums, if any, on the outstanding
Bonds, shall be considered "provision for payment."
SECTION 6.06 NOTICES TO BOND INSURER. For the purposes
of this Resolution, all notices sent to the Bond Insurer shall be
mailed, postage prepaid, to the address set forth in the
commitment for the Bond Insurance policy.
SECTION 6.07 REPEAL OF INCONSISTENT RESOLUTIONS. All
resolutions or parts thereof in conflict with this Resolution are
hereby repealed to the extent of such conflict.
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SECTION 6.08
EFFECTIVE DATE.
This Resolution shall
take effect immediately upon its ~a~age.
p~ed and adopted by the Board of County Commissioners
of Monroe County, Florida, at a regular meeting of the Board on
March 27, 1990.
(SEAL)
ATTEST:~~ 1.. J{OLHAGE, CIeri
.._...~ ....
MON~NTY' FLORIDA" ,',
By ~
Mayor, Boar-d-or-Cotln~
Commissioners
/
Clerk, Boa of
Commissioners
AJIMOViDM TO,.",
AN~LC
BY" -
Attorney.. Ofllce
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