Resolution 002-1993
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RESOLUTION NO. 002 -1993
A RESOLUTION PROVIDING FOR THE ADVANCE
REFUNDING OF THE OUTSTANDING REFUNDING
IMPROVEMENT REVENUE BONDS, SERIES 1983, OF
MONROE COUNTY, FLORIDA; AUTHORIZING THE
ISSUANCE OF NOT EXCEEDING $2,500,000 REFUNDING
IMPROVEMENT REVENUE BONDS, SERIES 1993, TO
FINANCE THE COST THEREOF; PROVIDING FOR THE
PAYMENT OF SUCH BONDS FROM THE RACETRACK FUNDS
AND JAI ALAI FRONT ON FUNDS ACCRUING ANNUALLY
TO MONROE COUNTY, FLORIDA, AND DISTRIBUTED TO
THE BOARD OF COUNTY COMMISSIONERS; CONTAINING
CERTAIN COVENANTS AND AGREEMENTS IN CONNECTION
THEREWITH; AND PROVIDING AN EFFECTIVE DATE.
BE IT RESOLVED BY
MONROE COUNTY, FLORIDA:
THE
BOARD OF COUNTY
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ARTICLE I
AUTHORITY, DEFINITIONS AND FINDINGS
SECTION 1.01 AUTHORITY FOR THIS RESOLUTION. This
Resolution is adopted pursuant to Chapter 125, Florida Statutes,
Ordinance No. 1-1981 of the county, and other applicable
provisions of law.
SECTION 1.02 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. "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
Ordinance No. 1-1981 of the
provisions of law.
C. "Additional parity Bonds" shall mean additional
obligations of the Issuer which have an equal lien on the Pledged
Funds and rank equally in all applicable respects with the Bonds
initially issued hereunder.
Chapter
County,
125,
and
Florida statutes,
other applicable
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
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, the value of which shall be
determined in accordance with the definition of "value" below:
(1) direct obligations of (including obligations issued
or held in book entry form on the books of) the Department of the
Treasury of the united states of America ("Government
Obligations");
(2) bonds, debentures, notes, participation
certificates or other obligations of the following federal
agencies, which obligations represent the full faith and credit
of the United states of America: the Export-Import Bank, the
Government National Mortgage Association, the Farmers Home
Administration, the Federal Housing Administration or the
Maritime Administration;
(3) bonds, notes or other obligations of the Federal
Home Loan Mortgage Corporation, rated "MA" by standard & poor's
corporation, New York, New York ("S&P"), and "Aaa" by Moody's
Investors Service, New York, New York ("Moody's"), maturing not
later than 3 years from their respective dates;
(4) time and demand deposits (insured at all times by
the Federal Deposit Insurance Corporation ("FDIC") or otherwise
collateralized with obligations described in clause (1) of this
definition) in any commercial bank or savings and loan
association which is a "qualified public depository" under the
laws of the State of Florida;
(5) subject to written approval by the Bond Insurer,
with notice to S&P, repurchase agreements fully and continuously
secured by Government Obligations, with any bank, trust company,
national banking association or savings and loan association
which is a member of FDIC and is a "qualified public depository"
under the laws of the state of Florida; or with any registered
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3247/MON59008/AAO
government bond broker/dealer which is subject to the
jurisdiction of the Securities Investors' Protection Corporation;
provided, (a) such Government Obligations are held by the Issuer
or a third party which is (i) a Federal Reserve Bank, or (ii) a
bank or savings and loan association which is a member of FDIC
and is a "qualified public depository" under the laws of the
State of Florida, or (iii) a bank or savings and loan association
approved in writing for such purpose by the municipal bond
insurer, if applicable; and the Issuer shall have received
written confirmation from the third party that it holds such
Government Obligations; and (b) a perfected first security
interest in or title to such Government Obligations is created or
obtained for the benefit of the Issuer;
(6) subject to written approval by the Bond Insurer,
with notice to S&P, shares in a money market fund, the
investments of which are exclusively in Government Obligations;
(7) subject to written approval by the Bond Insurer,
with notice to S&P, any other agreements for the investment of
money between the Issuer and a bank, trust company, national
banking association or corporation subject to registration with
the Board of Governors of the Federal Reserve System under the
Bank Holding Company Act of 1956 or the Federal National Mortgage
Association, or any corporation, including insurance companies,
(a) whose unsecured obligations or uncollateralized long term
debt obligations have been assigned ratings by S&P and Moody's,
which are equal to or higher than the ratings initially assigned
by S&P and Moody's to the Bonds, or (b) which has issued a letter
of credit contract, agreement or surety bond in support of debt
obligations which have been so rated; or
(8) any other investments authorized or permitted from
time to time by Section 125.31, Florida Statutes, or any other
law of the State of Florida controlling the investment of surplus
public funds of a county, which either conform to the conditions
for "permitted investments" in the Commitment or are approved in
writing by the Bond Insurer.
F. "Board" shall mean the Board of County Commissioners
of the Issuer.
G. "Bond Insurance policy" shall mean the municipal
bond insurance policy issued by the Bond Insurer insuring the
payment when due of principal of and interest on the Bonds
originally issued hereunder, as provided herein.
H. "Bond Insurer" shall mean, with respect to the Bonds
originally issued hereunder, AMBAC Indemnity Corporation, a
Wisconsin-domiciled stock insurance company.
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3Z47/MON59008/AAO
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. "Bond Year" shall mean the one year period ending on
a principal maturity date or Amortization Installment due date
for the Bonds.
K. "Bonds" shall mean the Refunding Improvement Revenue
Bonds, Series 1993, herein authorized to be issued, together with
any Additional parity Bonds hereafter issued under the terms,
conditions and limitations contained herein.
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. "Code" shall mean the Internal Revenue Code of
1986, as amended, together with the valid and applicable
regulations and proposed and temporary regulations thereunder,
and, if applicable, under the Internal Revenue Code of 1954, as
amended; and any successor provisions,
N, "Commitment" shall mean the Commitment for
Municipal Bond Insurance, dated November 24, 1992, of the Bond
Insurer with respect to the Bonds originally issued hereunder.
Q. "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.
P. "Current
Bonds, the interest on
basis.
Interest paying
which shall be
Bonds" shall mean the
payable on a semiannual
Q. "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
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3247/MON59008/AAO
applicable to such Current Interest 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.
R. "Escrow Deposit Agreement" shall mean that certain
Escrow Deposit Agreement by and between the Issuer and a bank or
trust company which shall be selected and named by the Board
prior to the delivery of the Bonds, which agreement shall be in
substantially such form as shall be determined by subsequent
resolution of the Board.
S. "Federal Securities" shall
Government Obligations and/or (2) cash
FDIC or otherwise collateralized with
none of which are subject to redemption
option of the obligor.
mean, collectively, (1)
(insured at all times by
Government Obligations),
prior to maturity at the
T. "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.
u. "Holder of Bonds"
term shall mean any person who
any such Bond or Bonds.
or "Bondholders" or any similar
shall be the Registered Owner of
V. "Issuer" or "County" shall mean Monroe County,
Florida.
W. "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.
x. "Pledged Funds" shall mean the Racetrack Funds.
y, "Racetrack
racetrack funds and jai
Monroe County, Florida,
statutes, and allocated
Laws of Florida (1939).
Funds" shall mean that portion of the
alai fronton funds accruing annually to
pursuant to Chapters 550 and 551, Florida
to the Board pursuant to Chapter 19260,
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3247/MON59008/AAO
Z. "Record Date" shall mean the 15th day of the month
immediately preceding any interest payment date for the Bonds.
AA. "Refunded Bonds" shall mean the outstanding
Refunding Improvement Revenue Bonds, Series 1983, of the Issuer,
dated June 1, 1983.
BB. "Refunded Bonds
No. 139-1983 duly adopted by
amended and supplemented, which
Refunded Bonds.
Resolution" shall mean Resolution
the Board on May 17, 1983, as
authorized the issuance of the
CC. "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.
DD. "Reserve Account Requirement" shall mean (1) the
lesser of (a) Maximum Debt Service Requirement, (b) 125% of the
average Debt Service Requirement, or (c) an amount equal to 10%
of the proceeds of the sale of the Bonds as set forth in Section
148(d)(2) of the Code; or (2) if no Reserve Account funding is
required for the issuance of the Bonds, $0.00.
EE. "Resolution"
Resolution and all resolutions
hereto.
shall mean, collectively, this
amendatory hereof or supplemental
FF. "Serial Bonds" shall mean the Bonds which shall be
stated to mature in semiannual or annual installments.
GG. "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.
HH. "Value" which shall be determined as of the end of
each month, shall mean: (1) as to investments the bid and asked
prices of which are published on a regular basis in The wall
Street Journal (or, if not there, then in The New York Times):
the average of the bid and asked prices for such investments so
published on or most recently prior to such time of
determination; (2) as to investments the bid and asked prices of
which are not published on a regular basis in The Wall Street
Journal or The New York Times: the average bid price at such time
of determination for such investments by any 2 nationally
recognized government securities dealers (selected by the Issuer
in its absolute discretion) at the time making a market in such
investments, or the bid price published by a nationally
recognized pricing service; (3) as to certificates of deposit and
bankers acceptances: the face amount thereof, plus accrued
interest; and (4) as to any investments not specified above: the
value thereof established by prior agreement between the Issuer
and the Bond Insurer.
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SECTION 1.03 FINDINGS.
determined and declared that:
It is hereby ascertained,
A. The County deems it necessary and in its best
interest to provide for the refunding of the Refunded Bonds, and
the redemption of the callable outstanding Refunded Bonds on the
first date at which those Refunded Bonds may be redeemed at a
premium of 3% or less, through the issuance of the Bonds herein
authorized. The refunding program herein described will be
advantageous to the Issuer by achieving an annual reduction in
debt service which would have been due on the Refunded Bonds.
B. Section 1 of Resolution No. 140-1983 of the Board,
which specified the remaining fiscal details of the Refunded
Bonds, provides for the optional redemption of certain of the
Refunded Bonds and reads in part as follows:
"The Bonds maturing in the years 1984 to 1993, both
inclusive, are not subject to redemption prior to their
respective stated dates of maturity. The Bonds maturing in the
year 1994 and thereafter shall, at the option of the Issuer, be
redeemable in whole at any time on or after July 1, 1993, or in
part, in inverse numerical order, on July 1, 1993, or on any
interest payment date thereafter, at a price of par and accrued
interest, plus the following premiums expressed as percentages of
the par value of the Bonds to be so redeemed, if redeemed during
the following years:
Years
Premium
1993 to 1994
1995 to 1996
1997 to 1998
1999 to 2000
2001 and thereafter, but
prior to maturity
2 1/2%
2
1 1/2
1
1/2"
C. Section 2.06 of the Refunded Bonds Resolution reads
in part as follows:
"Notice of such redemption (a) shall be published at
least 30 days prior to the redemption date in a financial journal
published/and or of general circulation in the Borough of
Manhattan, City and State of New York; (b) shall be filed with
the paying agent; and (c) shall be mailed, postage prepaid, to
all registered owners of Bonds to be redeemed at their addresses
as they appear on the registration books."
D. The funds needed for the refunding as above
described shall be derived from the sale of the Bonds herein
authorized. An amount which, together with any income on the
investment thereof, will be sufficient to effect the refunding of
the Refunded Bonds, will be deposited in an irrevocable escrow
account established for the holders of such Refunded Bonds and
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3247/MON59008/AAO
invested in Government Obligations. The principal amounts of
such Government Obligations, together with the interest earnings
thereon, plus any amounts held in cash, will be sufficient to
make timely payments of all presently outstanding principal,
interest and redemption premium to be paid from such escrow
account in respect to such Refunded Bonds, and all costs
associated with the acquisition and subsequent management of such
Government Obligations.
E. The Pledged Funds are not now pledged or encumbered
in any manner except to the payment of the Refunded Bonds,
F. 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 as herein provided.
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 situated within the
territorial limits of the Issuer, except as provided herein with
respect to the Pledged Funds.
G. The estimated Pledged Funds will 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
sinking fund, reserve or other payments required by this
Resolution.
H. On the date of delivery of the Bonds originally
issued hereunder, the Issuer expects to comply with the
applicable provisions of Section 5.06 of Resolution No. 206-1990,
as amended, of the~ Board regarding the issuance of additional
obligations of the Issuer secured by certain legally available
funds of the Issuer derived from sources other than ad valorem
taxation.
I. The Bonds will not be "private activity bonds" as
defined in Section 141 of the Code.
J. The Issuer (and all subordinate entities thereof)
does not reasonably expect to issue tax-exempt obligations (other
than "private activity bonds") in excess of $10,000,000 aggregate
face amount in the calendar year 1992.
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
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3Z47/MON59008/AAO
(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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3247/MON59008/AAO
ARTICLE II
AUTHORIZATION OF REFUNDING AND ISSUANCE
OF BONDS; DESCRIPTION, DETAILS AND FORM OF BONDS
SECTION 2.01 AUTHORIZATION OF REFUNDING. The refunding
of the Refunded Bonds is hereby authorized by this Resolution.
The cost of the refunding may include, but need not be limited
to, legal and financing expenses; expenses for estimates of costs
and of revenues; expenses for computer calculations and
verifications; fees of consultants; administrative expenses;
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
herein authorized.
SECTION 2.02 AUTHORIZATION OF BONDS. Subject and
pursuant to the provisions of this Resolution, obligations of the
Issuer to be known as "Refunding Improvement Revenue Bonds,
Series 1993," herein sometimes referred to as "Bonds," are hereby
authorized to be issued in the aggregate principal amount of not
exceeding $2,500,000 for the purpose of advance refunding the
Refunded Bonds in the manner specified by this Resolution.
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, and shall mature on such dates and in such
years and in such amounts; all as shall be fixed by subsequent
resolution of the Board adopted at or prior to the sale of the
Bonds to their initial purchasers.
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, in the case of Current Interest Paying Bonds, 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.
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
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3247/MON59008/AAO
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 AND AUTHENTICATION OF BONDS.
The Bonds shall be executed in the name of the Board by its Mayor
and countersigned and attested by its Clerk, either manually or
with their facsimile signatures, and its official 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 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.
If the Bonds are validated by the Circuit Court for
Monroe County, Florida, a certification as to validation, in the
form hereinafter provided, shall be executed with the facsimile
signature of any present or future Mayor of the Board.
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.
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3247/MON59008/AAO
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
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 the Issuer may require payment
from the Registered Owner or transferee of a sum sufficient to
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.
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3247/MON59008/AAO
Notwithstanding the foregoing provlslons 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,
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
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.
13
3247/MON59008/AAO
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 mail such notice of redemption
to a Registered Owner shall not render ineffective any
proceedings for redemption with respect to Bonds held by
Registered Owners to whom notice was properly mailed. Interest
shall cease to accrue on 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.
Furthermore, at least 2 business days in advance of
mailing the notice of redemption as specified above, the Bond
Registrar shall send such notice of redemption by certified mail,
overnight mail/delivery service or telecopy to all registered
securities depositories then in the business of holding
substantial amounts of obligations of the type comprising the
Bonds (such depositories currently The Depository Trust Company,
New York, New York; Midwest Securities Trust Company, Chicago,
Illinois; Pacific Securities Depository Trust Company, San
Francisco, California; and Philadelphia Depository Trust Company,
Philadelphia, pennsylvania); and at least 30 days prior to the
redemption date, mail such notice of redemption to one or more
national information services which disseminate notices of
redemption of obligations such as the Bonds; provided, however,
that failure to distribute such notice of redemption to such
depositories and national information services shall not render
ineffective any calling of Bonds for prior redemption.
Each notice of redemption shall state the date of
dissemination 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 dates of maturity and
interest rates borne by the Bonds to be redeemed; 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
14
3247/MON59008/AAO
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. Failure to
include in such notice of redemption all of the information
specified in this paragraph, shall not render ineffective any
proceedings for the redemption of Bonds.
SECTION 2.10 FORM OF BONDS. The text of the Bonds,
together with the Certificate of Authentication of the Bond
Registrar, and, if applicable, the Validation Certificate to be
endorsed thereon, 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
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:
15
3247/MON59008/AAO
CUSIP:
No. R-
$
UNITED STATES OF AMERICA
STATE OF FLORIDA
COUNTY OF MONROE
REFUNDING IMPROVEMENT REVENUE BOND, SERIES 1993
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 of Interest per annum set forth above,
payable on , and 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 Board 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 advance refunding the outstanding
Refunding Improvement Revenue Bonds, Series 1983, of the County,
dated June 1, 1983, under the authority of and in full compliance
with the Constitution and Statutes of the State of Florida,
including particularly Chapter 125, Florida Statutes, Ordinance
No. 1-1981 of the County, and other applicable provisions of law,
and a resolution duly adopted by the Board of County
16
3247/MON59008/AAO
Commissioners of
as [amended and]
and is subject
Resolution.
the County (the "Board") on , 1993,
supplemented (collectively, the "Resolution");
to all the terms and conditions of such
This bond and the interest hereon are payable from and
secured by a prior lien upon and pledge of the portion of the
racetrack funds and jai alai fronton funds accruing annually to
the county, under the provisions of Chapters 550 and 551, Florida
statutes, and allocated to the Board pursuant to Chapter 19260,
Laws of Florida (1939), (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 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
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.
17
32471MON590081AAO
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.
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
the Board and attested 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 t ,1993.
MONROE COUNTY, FLORIDA
(SEAL)
~ayor, Board of county
Commissioners
ATTESTED AND COUNTERSIGNED:
Clerk, Board o~County
Commissioners
18
3247/MON59008/AAO
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:
VALIDATION CERTIFICATE
This bond is one of a series of bonds which were
validated and confirmed by judgment of the Circuit Court for
Monroe County, Florida, rendered on , 199
Mayor, Board of County
Commissioners, Monroe County,
Florida
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 ENT - as tenants by the
entireties
JT TEN - as joint tenants
with right of survivorship
and not as tenants in
common
TEN COM - as tenants in
common
UNIF GIF/TRANS MIN ACT -
( cust. )
CUstodian for
(Minor)
under Uniform Gifts/Transfers to
Minors Act of
(state)
19
3247/MON59008/AAO
Additional abbreviations may also be used though not in
list above.
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
appoint
to transfer the bond on the books kept
with full power of substitution in the
Dated:
constitute and
as his agent
for registration thereof,
premises.
Signature guaranteed:
NOTICE: The signature to this
assignment must correspond with the
name of the Registered Owner as it
appears upon the face of the within
bond in every particular, without
alteration or enlargement or change
whatever.
(Bank, Trust company or Firm)
(Authorized Officer)
20
3247/MON59008/AAO
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, if any, 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 4.03A(3) 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. The Issuer shall next deposit in a Cost of Issuance
Fund, hereby created and established, an amount sufficient to pay
all costs incurred in connection with the issuance of the Bonds,
including the premium for the Bond Insurance Policy, if
applicable. Pending such use any amount on deposit therein may be
invested in Authorized Investments. After prepayment of all
costs of issuance of the Bonds, any amount remaining in the Cost
of Issuance Fund shall be deposited into the Sinking Fund.
D. Subject to the provlslons of the succeeding
paragraph, a sum specified in the Escrow Deposit Agreement which,
together with the other funds described in the Escrow Deposit
Agreement to be deposited in escrow, and together with the
investment income thereon, will be sufficient to pay the
principal of, interest and premiums, if any, as applicable, on
the Refunded Bonds as the same shall become due or may be
redeemed, shall be deposited into the Escrow Account established
by the Escrow Deposit Agreement in the respective amounts
sufficient for such purposes.
Simultaneously with the delivery of the principal amount
of Bonds necessary to accomplish the refunding program specified
in this Resolution, the Issuer shall enter into the Escrow
Deposit Agreement which shall provide for the deposit of sums
into the Escrow Account established therein, and for the
investment of such money in appropriate Government Obligations so
as to produce sufficient funds to make all of the payments
described in the first paragraph of this Section 3.01D. At the
time of execution of the Escrow Deposit Agreement, the Issuer
shall furnish to the escrow holder named therein appropriate
documentation to demonstrate that the sums being deposited and
the investments to be made will be sufficient for such purposes.
21
3247/MON5900B/AAO
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.
22
3247/MON59008/AAO
ARTICLE IV
SECURITY FOR BONDS; CREATION OF FUND 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 FUND AND ACCOUNTS. The
following funds and accounts are hereby created and established:
the Sinking Fund (including the Reserve Account and the Bond
Amortization Account therein).
A. TRUST FUNDS. The funds and accounts created and
established above and any other special funds and accounts
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.
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
for certain purposes and to establish certain priorities for
application of such Pledged Funds as provided by this Resolution.
23
3247/MON59008/AAO
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. SINKING FUND. The Pledged Funds shall be deposited,
as received, in the Sinking Fund and shall be applied in the
following manner and order of priority:
(1) First, for payment of (a) all interest
becoming due on the CUrrent Interest Paying Bonds
during the current Bond Year; (b) all principal
maturing on the Current Interest Paying Serial Bonds
authorized herein on the next maturity date, and the
Compounded Amount next becoming due on any Serial
Capital Appreciation Bonds whether by reason of
maturity or earlier redemption thereof; and (c) an
amount sufficient to pay the fees and charges of the
Bond Registrar and paying agents.
(2) Second, on a parity with the payments required
by Section 4,03A(1) above, for allocation to the Bond
Amortization Account for payment of the Amortization
Installment required to be made on the next annual
payment date for Term Bonds. Such amounts 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.
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.
24
3247/MON59008/AAO
3Z47/MON59008/AAO
(3) Third, 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 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.
Notwithstanding the foregoing and with the written
consent of the Bond Insurer (if any outstanding Bonds
are then covered by a Bond Insurance policy), the
Issuer shall not be 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 (a)
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
standard & Poor's Corporation, New York, New York, or
Moody's Investors Service, New York, New York, or (b)
a letter of credit issued by any national banking
association insured by FDIC whose own debt securities
are rated "AA," "Aa" or the equivalent or better by
both 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 (a) or (b) of the preceding paragraph, in the face
amount of such withdrawal, and use the surplus money
so withdrawn for any lawful purpose.
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, such excess shall be
withdrawn and deposited into the Sinking Fund.
25
Upon the issuance of Additional Parity Bonds, if a
funded reserve account is required for the issuance
of such Additional Parity Bonds, the Issuer shall
establish a subaccount in the Reserve Account for the
sole benefit of the holders of such Additional parity
Bonds. Such subaccount shall be funded, secured,
replenished, if necessary, and invested in the manner
specified by this Resolution; provided, however, that
the amount on deposit in such subaccount shall not
exceed the Reserve Account Requirement computed with
respect to such Additional Parity Bonds.
(4) 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.
(5) 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.
B. INVESTMENT AND DISPOSITION OF INVESTMENT INCOME.
Pledged Funds on deposit in the Sinking Fund (excluding the
Reserve Account therein) 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) shall 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.
C. 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
26
3247/MON59008/AAO
purchased in the open market,
approved by the Clerk of the
the Sinking Fund all expenses
redemption.
or shall be adjusted as otherwise
Board. The Issuer shall pay from
in connection with such purchase or
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 applicable date or dates when such principal, redemption
price or interest has become due and payable (whether at
maturity, call for redemption or otherwise), if such money were
so held at such date or dates, or 5 years after the date or dates
of deposit of such money if deposited after such due date or
dates, 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, or unclaimed interest thereon, and with
respect to the provisions relating to the repayment to the Issuer
of the money held for the payment thereof.
27
3247/MON59008/AAO
ARTICLE V
CERTAIN COVENANTS WITH BONDHOLDERS; ADDITIONAL
PARITY BONDS; REMEDIES; REDEMPTION
OF CERTAIN REFUNDED BONDS
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 an
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 statement 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).
SECTION 5.03 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 or other proceedings of the Iss~er 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 5.04 REMEDIES. Any trustee 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 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
28
3247/MON59008/AAO
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.
SECTION 5.05 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
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 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
Board a certificate of an Accountant: (1) stating that he had
compiled or reviewed the books and records of the Board relating
to the collection and receipt of the Pledged Funds; (2) setting
forth the amount of the Pledged Funds received by the Board 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 the 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.
C. The Issuer shall not be in breach
and obligations assumed hereunder, and all
required to have been made into the funds
provided hereunder, shall have been made to
required.
of the covenants
payments herein
and accounts, as
the full extent
D. The Issuer shall not
requirements of paragraph A above
Parity Bonds issued for the sole
of the outstanding Bonds.
be required to comply with the
with respect to any Additional
purpose of refunding a portion
SECTION 5.06 TAX EXEMPTION; QUALIFIED TAX-EXEMPT
OBLIGATION DESIGNATION. The Issuer at all times while the Bonds
and the interest thereon are outstanding will comply with the
requirements of the Code to the extent necessary to preserve the
exemption from federal income taxation of the interest on the
Bonds. The chief financial officer of the Issuer, or his
designee, is authorized to make or effect any election,
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3247/MON59008/AAO
selection, choice, consent, approval or waiver on behalf of the
Issuer with respect to the Bonds as the Issuer is required to
make or give under the federal income tax laws, for the purpose
of assuring, enhancing or protecting favorable tax treatment or
characterization of the Bonds or interest thereon or assisting
compliance with requirements for that purpose, reducing the
burden or expense of such compliance, reducing the rebate amount
or payments of penalties thereon, or making payments in lieu
thereof, or obviating such amounts or payments, as determined by
such officer, or his designee. Any action of such officer, or
his designee, in that regard shall be in writing and signed by
the officer, or his designee. Furthermore, the Issuer hereby
designates the Bonds, to the extent issued, as "qualified tax-
exempt obligations" as described in Section 265 of the Code.
SECTION 5.07 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.
SECTION 5.08. APPLICATION OF REFUNDED BONDS AND
ACCOUNTS. Except as otherwise provided by this Resolution, all
money in the funds and accounts created by the Refunded Bonds
Resolution may, in the discretion of the Issuer, be transferred
and deposited in like funds and accounts created by this
Resolution or may be used by the Issuer, in whole or in part, to
effect the refunding of the Refunded Bonds.
SECTION 5.09. REDEMPTION OF CERTAIN REFUNDED BONDS.
The Refunded Bonds maturing on and after July 1, 1994, are hereby
called for redemption, as a whole, as of July 1, 1993, at a price
of par plus accrued interest to July 1, 1993, plus a premium
equal to 2 1/2% of the principal amount of the Refunded Bonds to
be redeemed. The Notice of Redemption of such Refunded Bonds
shall be in substantially the following form:
NOTICE OF REDEMPTION
MONROE COUNTY, FLORIDA
REFUNDING IMPROVEMENT REVENUE BONDS, SERIES 1983
MATURING JULY 1, 1994, AND THEREAFTER
NOTICE IS HEREBY GIVEN, for and on behalf of Monroe
County, Florida (the "County"), that all of its outstanding
Refunding Improvement Revenue Bonds, Series 1983, dated June 1,
1983, originally issued on June 22, 1983, which mature in the
year 1994 and thereafter, bearing interest and CUSIP numbers as
follows: , in the aggregate principal amount of
$1,875,000, and which are redeemable on July 1, 1993, at the
option of the County, at the redemption price of the principal
30
3247/MON59008/AAO
amount of each
accrued thereon
equal to 2 1/2%
July 1, 1993.
bond to
to the date
of the par
be redeemed, together with interest
fixed for redemption, plus a premium
value thereof; will be redeemed on
Payment of the redemption price, plus accrued interest,
of such bonds will be made on such July 1, 1993, redemption date,
at the office of First Union National Bank of Florida,
, Florida, the paying agent for the bonds, upon
surrender thereof. Interest on such bonds being redeemed will
cease to accrue from and after such redemption date.
Under the provisions of the Interest and Dividend Tax
Compliance Act of 1983 (the "Act"), all holders submitting their
bonds for redemption must submit a W-9 (Certificate of Taxpayer
Identification Number) in order to avoid 20% backup withholding
required under the Act.
Dated and mailed this ____ day of
MONROE COUNTY, FLORIDA
, 1993.
By:
Mayor, Board of County
Commissioners
The escrow holder under the Escrow Deposit Agreement is
hereby instructed and directed at least 30 days prior to such
redemption date, to file the same with the bond registrar and
paying agent for the Refunded Bonds to be redeemed; to publish
the same at least once in the name of the County, in a financial
journal published and/or of general circulation in the Borough of
Manhattan, City and state of New York; and to mail the same by
first class mail, postage prepaid, to all registered owners of
Refunded Bonds to be redeemed, at the addresses as they appear on
the registration books, and to AMBAC Indemnity Corporation, New
York, New York. If the ownership of all the Refunded Bonds to be
redeemed can be determined as of the proposed date of publication
of such Notice of Redemption, and the holders of all the Refunded
Bonds to be redeemed waive publication of such Notice of
Redemption, the escrow holder shall not publish such Notice of
Redemption.
The escrow holder is further instructed to file the
notice of redemption at least 32 days before the redemption date,
by registered or certified mail to all registered securities
depositories then in the business of holding substantial amounts
of obligations of types such as the Refunded Bonds (such
depositories now being The Depository Trust Company of New York,
New York; Midwest Securities Trust Company, Chicago, Illinois;
and Philadelphia Depository Trust Company, Philadelphia,
Pennsylvania), and to one or more national information services
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3247/MON59008/AAO
that disseminate notices of redemption of obligations such as the
Refunded Bonds (such as Financial Daily Called Bond Service of
Financial Information, Inc.; Bond Service of Interactive Data
Corporation; Called Bond Service of Kenny Information Service;
and Called Bond Record of standard & poor's Corporation).
The provisions of this Section shall not take effect
until the Bonds have been issued pursuant to this Resolution.
32
3247/MON59008/AAO
ARTICLE VI
MISCELLANEOUS PROVISIONS
SECTION 6.01 MODIFICATION OR AMENDMENT. No adverse
material modification or amendment of this Resolution or of any
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.
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.
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3247/MON59008/AAO
SECTION 6.04 OFFICIAL STATEMENT. Bond counsel and/or
the financial advisor to the Issuer, as appropriate, are hereby
authorized and directed to prepare and disseminate in connection
with the marketing of the Bonds, the preliminary and final
official statements for the Bonds. Any preliminary official
statement distributed by the Issuer to prospective purchasers for
the Bonds shall be sufficient to be, and shall be, "deemed final"
(except for permitted omissions) in accordance with SEC Rule
15c2-12. The Clerk of the Board or his designee is hereby
authorized to determine and to certify or otherwise represent
when such official statement shall be "deemed final" by the
Issuer as of its date, in accordance with such Rule.
SECTION 6.05 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
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 6.06 VALIDATION AUTHORIZED. The Attorney for
the Board is hereby authorized, at his option, to institute
appropriate proceedings for the validation of the Bonds,
SECTION 6.07 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 Pledged Funds in favor of
the applicable Bondholders shall be no longer in effect;
provided, however, that under those circumstances if any of the
Bonds are to be redeemed prior to their respective stated dates
of maturity, and such redemption will be accomplished more than
30 days after such defeasance, the Bond Registrar, within 30 days
of such defeasance, will mail to the registered securities
depositories and national information services (as described in
Section 2.09 hereof) and to the Holders of such Bonds at their
addresses as they appear on the registration books of the Issuer
maintained by the Bond Registrar, and, if applicable, one
additional time at least 30 days prior to the redemption date, a
notice stating that a deposit in accordance with this Section has
been made with the escrow holder and that the Bonds are deemed to
have been paid in accordance with this Section, and stating such
maturity or redemption date upon which money will be available
for the payment of the principal of, redemption premium, if any,
and interest on such Bonds; but failure to give such notice of
advance refunding shall not affect any defeasance otherwise in
accordance with this Section. For purposes of the preceding
sentence, deposit of sufficient cash and/or principal and
interest of Federal Securities in irrevocable trust with a
34
3247/MON59008/AAO
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,"
If any payments of Debt Service Requirements are made by
the Bond Insurer with respect to Bonds which have not been
defeased in accordance with the provisions of this Section, 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 Bond Insurer shall be
subrogated to the rights of the Holders of such Bonds with
respect to the Debt Service Requirements paid or insured by the
Bond Insurer.
SECTION 6.08 CONSENT OF BOND INSURER. Any provisions
of this Resolution expressly recognizing or granting rights in or
to the Bond Insurer may not be amended in any manner which
affects the rights of the Bond Insurer under this Resolution,
without the prior written consent of the Bond Insurer. Unless
otherwise provided in this Resolution, consent of the Bond
Insurer shall be required in the following circumstances: (1)
execution and delivery of any supplemental resolution or any
amendment, supplement or change to or modification of this
Resolution, (2) removal of the paying agent and selection and
appointment of any successor paying agent, and (3) initiation or
approval of any action not described in clause (1) or (2) which
requires Bondholder consent.
SECTION 6.09 NOTICES TO BOND INSURER. As long as the
Bond Insurance Policy is in effect, the Issuer shall furnish to
the Bond Insurer:
A. As soon as practicable after the filing thereof, a
copy of any financial statement of the Issuer and a copy of any
audit and annual report of the Issuer.
B. A copy of any notice to be given to the Bondholders,
including, without limitation, notice of any redemption of or
defeasance of the Bonds, and any certificate rendered pursuant to
this Resolution relating to the security for the Bonds.
C. Such additional information as the Bond Insurer
shall reasonably request.
D. Notification of any failure of the Issuer to provide
relevant notices, certificates, etc., in accordance with the
provisions of this Resolution.
E. Immediate notification (1) if at any time there is
insufficient money to make any payments of principal of and/or
interest on the Bonds, at the times required, and (2) upon the
occurrence of any default under the Resolution.
35
3247/MON59008/AAO
F. Prior written notice of the resignation of the
paying agent.
SECTION 6.10 ADDITIONAL REQUIREMENTS OF BOND INSURER.
Furthermore, as long as the Bond Insurance Policy is in effect:
A. The Issuer will
the affairs, finances and
information the Bond Insurer
security for the Bonds, with
permit the Bond Insurer to discuss
accounts of the Issuer or any
may reasonably request regarding the
appropriate officers of the Issuer.
B. The paying agent for the Bonds originally issued
hereunder may be removed at any time, at the request of the Bond
Insurer, for any breach of its obligations and duties as set
forth in its paying agent agreement with the Issuer.
c. Notwithstanding any other provisions of this
Resolution, (1) in determining whether the rights of the
Bondholders will be adversely affected by any action taken
pursuant to the terms and provisions of this Resolution, the
paying agent for the Bonds originally issued hereunder shall
consider the effect on the Bondholders as if there were no Bond
Insurance Policy; and (2) no removal, resignation or termination
of such paying agent shall take effect until a successor,
acceptable to the Bond Insurer, shall be appointed.
D. At least one day prior to all interest payment dates
for the Bonds, the Issuer will determine whether there will be
sufficient funds in the funds and accounts to pay the principal
of or interest on the Bonds on such interest payment date. If
the Issuer determines that there will be insufficient funds in
such funds or accounts, the Issuer shall so notify the paying
agent for the Bonds originally issued hereunder, and the Bond
Insurer. Such notice shall specify the amount of the anticipated
deficiency, the Bonds to which such deficiency is applicable and
whether such Bonds will be deficient as to principal or interest,
or both. If the Issuer has not so notified the Bond Insurer at
least one day prior to an interest payment date, the Bond Insurer
will make payments of principal or interest due on the Bonds on
or before the first day next following the date on which the Bond
Insurer shall have received notice of nonpayment from the Issuer.
SECTION 6.11 INTERESTED PARTIES. Nothing in this
Resolution expressed or implied is intended or shall be construed
to confer upon, or to give to, any person or entity, other than
the Issuer, the Bond Registrar, the paying agent, the Bond
Insurer and the Bondholders, any right, remedy or claim under or
by reason of this Resolution or any covenant, condition or
stipulation hereof, and all covenants, stipulations, promises and
agreements contained in this Resolution, by and on behalf of the
Issuer, shall be for the sole and exclusive benefit of the
Issuer, the Bond Registrar, the paying agent, the Bond Insurer
and the Bondholders.
36
3247/MON59008/AAO
SECTION 6.12 CUSTODIAL TRUST AGREEMENT. On or prior to
the issuance of the Bonds, the Issuer shall enter into a
custodial trust agreement with a bank or trust company, in regard
to the Sinking Fund (including all accounts therein) and the Cost
of Issuance Fund, established herein, in substantially the form
attached hereto as Exhibit A.
SECTION 6.13 REPEAL OF INCONSISTENT RESOLUTIONS. All
resolutions or parts thereof in conflict with this Resolution are
hereby repealed to the extent of such conflict.
SECTION 6.14 EFFECTIVE DATE.
take effect immediately upon its passage,
This Resolution shall
Passed and adopted by
of Monroe County, Florida, at
January 13, 1993,
the Board of County Commissioners
a special meeting of the Board on
(SEAL)
FLORIDA
ATTEST:
, ..,...
.-
~c.~~
Clerk, Board oC County
Commissioners
37
3247/MON59008/AAO
Exhibit A
CUSTODIAL TRUST AGREEMENT
THIS AGREEMENT, made
1993, by and between Monroe
"County"), and
Florida (hereinafter sometimes called "Custodial Trustee");
and entered into this ,
County, Florida (hereinafter called
WIT N E SSE T H:
WHEREAS, the County has heretofore authorized the
issuance of not exceeding $2,500,000 Refunding Improvement
Revenue Bonds, Series 1993 (hereinafter called "Bonds"), by a
resolution duly adopted by the Board of County Commissioners of
Monroe County, Florida (hereinafter called "Board"), on ,
1993, as [amended and] supplemented (hereinafter collectively
called "Resolution"); and
WHEREAS, the County by the Resolution established a Cost
of Issuance Fund and a Sinking Fund (including a Reserve Account
and a Bond Amortization Account therein); provided for money to
be paid into such Funds and Accounts; and set forth the purposes
of such Funds and Accounts; and
WHEREAS, the Board desires that
Florida, serve as custodial trustee for the
Accounts; and
,
above Funds and
WHEREAS, it is considered advisable and in the best
interest of the County and the holders of the Bonds that the
terms of the trust be set forth in writing; and
WHEREAS, the Custodial Trustee is willing to accept
appointment as custodial trustee for the above Funds and
Accounts, and the execution of this agreement has been duly
authorized by the Board and by the Board of Directors of the
Custodial Trustee;
NOW, THEREFORE, it is mutually covenanted and agreed by
and between the County and the Custodial Trustee as follows:
Section 1. Defined
the Resolution which appear
meaning ascribed to them by
herein otherwise requires.
Terms. That all defined terms in
in this agreement shall have the
the Resolution, unless the context
Section 2. Appointment of Custodial Trustee. That
Florida, is hereby appointed
Custodial Trustee to do and perform all acts required of the
Custodial Trustee under the Resolution and in accordance with the
provisions of this agreement.
Section 3. Funds Held by Custodial Trustee. That the
Cost of Issuance Fund, the Sinking Fund, the Reserve Account and
the Bond Amortization Account created by the Resolution are
hereby established with and shall be held by the Custodial
Trustee. The Escrow Account created by the Resolution, shall be
held by the escrow holder appointed by the Board.
Section 4. Disposition of Trust Funds. That there is
annexed hereto as composite Exhibit "A," and incorporated herein
by reference, a certified copy of the Resolution which bears
directly upon the duties of the Custodial Trustee and the manner
of handling such Funds and Accounts. The Pledged Funds (to the
extent their disposition is subject to the terms of this
agreement) shall be deposited, held, invested and disbursed in
accordance with Sections 3.01, 4.02 and 4.03 of the Resolution.
The County shall furnish the Custodial Trustee instructions, from
time to time, regarding the investment of Pledged Funds subject
to the custody of the Custodial Trustee.
Section 5. Inspection of Documents. That all original
documents received by the Custodial Trustee as required herein,
and evidence of payment, shall be retained in possession of the
Custodial Trustee, subject at all reasonable times to the
inspection of the Board, the holders of the Bonds and the agents
and representatives thereof.
Section 6. Acceptance of Trust. That the Custodial
Trustee accepts and agrees to execute the trust hereby created,
but only upon the terms set forth in this agreement, to all of
which the parties hereto agree.
Section 7. Use of Agents or Attorneys by Custodial
Trustee. That the Custodial Trustee may execute any of the
trusts or powers hereof and perform the duties required by it, by
or through attorneys, agents or employees, and shall be entitled
to advice of counsel concerning all matters of trust hereof and
its duty hereunder.
Section 8. Reliance by Custodial Trustee Upon Documents
of county. That the Custodial Trustee shall be protected and
shall incur no liability in acting or proceeding in good faith
upon any resolution, notice, telegram, request, consent,
statement, affidavit, certification, voucher, bond or other paper
or document which it shall in good faith believe to be genuine
and to have been passed or signed by the proper officers, agents,
or employees of the County, or to have been prepared and
furnished pursuant to any of the provisions of this agreement;
and the Custodial Trustee shall be under no duty to make any
investigation or inquiry as to any statements contained or
matters referred to in any such instrument, but may accept and
rely upon the same as conclusive evidence of the truth and
accuracy of such statement.
2
3247/MON59008/AA8
Section 9. custodial Trustee may be Bondholder. That
the custodial Trustee may in good faith, buy, sell, own, hold and
deal in any of the Bonds and may join in any action which any
bondholder may be entitled to take with like effect as if the
custodial Trustee were not a party to this agreement. The
custodial Trustee may also engage in or be interested in any
financial or other transaction with the County and may act upon,
or as depositary, trustee, or agent for, any committee or body of
holders of the Bonds secured hereby, or other obligations of the
County as freely as if it were not custodial Trustee hereunder.
Section 10, Construction of Agreement by CUstodial
Trustee. That the custodial Trustee may construe any of the
provisions of this agreement insofar as the same may appear to be
ambiguous or inconsistent with any other provisions hereof, and
any construction of any such provisions thereof by the CUstodial
Trustee in good faith shall be binding upon the parties hereto.
Section 11, Resignation of custodial Trustee, That the
custodial Trustee may resign and be discharged of the trust
created by this agreement by executing an instrument in writing
resigning such trust, specifying the date when such resignation
shall take effect, and filing the same with the Clerk of the
Board not less than 60 days before the date specified in such
instrument when such resignation shall take effect. Such
resignation shall take effect on the day specified in such
instrument unless a successor trustee shall be previously
appointed as hereinafter provided, in which event such
resignation shall take effect immediately on the appointment of
such successor trustee.
Section 12. Transfer of Trust Estate to Successor
custodial Trustee. That any successor trustee appointed
hereunder shall execute, acknowledge and deliver to the County an
instrument accepting such appointment hereunder, and thereupon
such successor trustee, without any further act, .deed or
conveyance, shall become fully vested with all the estate,
property, rights, powers, trusts, duties and obligations of its
predecessors in the trust hereunder, with like effect as if
originally named trustee herein. Upon request of such trustee,
the trustee ceasing to act and the County shall execute and
deliver an instrument transferring to such successor trustee all
the estates, properties, rights, powers and trusts hereunder of
the trustee so ceasing to act; and the trustee so ceasing to act
shall pay over to the sUGcessor trustee all money at the time
held by it hereunder,
Section 13. Consolidation or Merger of custodial
Trustee. That any corporation into which any trustee may be
merged or with which it may be consolidated, or any corporation
resulting from any merger or consolidation to which any trustee
hereunder shall be a party, shall be the successor trustee under
this agreement without the execution or filing or any paper or
further act on the part of the parties hereto, anything herein to
the contrary notwithstanding.
3
3247/MON59008/AA8
Section 14. payment of Exaenses of custodial Trustee.
That the County shall pay the Custo ial Trustee its proper fees
and expenses from legally available funds of the county.
Section 15, Modification or Amendment. That no adverse
material modification or amendment of this agreement or of any
agreement 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 the Bonds then outstanding to be
affected by such modification or amendment and, if the Bonds are
then covered by a municipal bond insurance policy issued by
(" "), and is not then in
default under such policy, the--COnsent or--- ; provided,
however, that no modification or amendment shall reduce such
percentage of holders of such Bonds, required above, for such
modifications or amendments, without the consent of the holders
of all of such Bonds.
Section 16. Agreement for Benefit of Bondholders. That
this agreement shall be deemed to have been and is made for the
benefit of the holders from time to time of the Bonds and shall
be enforceable by any of the holders thereof in the manner
provided in the Resolution and the laws of Florida.
IN WITNESS WHEREOF, Monroe County, Florida, has caused
its seal to be hereunto affixed and attested by the Clerk of the
Board and these presents to be signed by the Mayor of the Board;
and
Florida, has caused
attested by its
signed by its
above written.
,
its corporate seal to be hereunto affixed and
and these presents to be
as of the day and year first
MONROE COUNTY, FLORIDA
(Seal)
Attest:
By
Mayor, Board of county
Commissioners
clerk, Board of County
Commissioners
4
3Z47/MON59008/AA8