Resolution 018-1981
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RESOLUTION NO. 18 -1981
A RESOLUTION PROVIDING FOR THE CONSTRUCTION
OF CERTAIN CAPITAL IMPROVEMENTS IN MONROE
COUNTY, FLORIDA; PROVIDING FOR THE ISSUANCE
OF NOT EXCEEDING $2,000,000 IMPROVEMENT
REVENUE BONDS, SERIES 1981, OF MONROE COUNTY,
FLORIDA, TO PAY THE COST OF SUCH PROJECT;
PROVIDING FOR THE PAYMENT OF THE BONDS FROM
THE RACETRACK AND JAI ALAI FRONTON FUNDS
ALLOCATED ANNUALLY TO THE COUNTY AND DISTRI-
BUTED TO THE BOARD OF COUNTY COMMISSIONERS,
AND CERTAIN INVESTMENT INCOME OF THE COUNTY;
MAKING CERTAIN COVENANTS AND AGREEMENTS IN
CONNECTION THEREWITH; AND PROVIDING AN EFFEC-
TIVE DATE.
BE IT RESOLVED BY THE BOARD OF COUNTY COMMISSIONERS OF MONROE
COUNTY, FLORIDA (hereinafter called "Board" and "County", respec-
tively) that:
ARTICLE I
STATUTORY AUTHORITY, FINDINGS AND DEFINITIONS
SECTION 1.01
AUTHORITY FOR THIS RESOLUTION.
This resolution
1S adopted pursuant to the provisions of Ch. 125, Fla. Stat. (1979),
Ordinance No. 1-1981 of the County, and other applicable provisions
of law.
SECTION 1.02
FINDINGS.
It 1S hereby ascertained, deter-
mined and de I cared as follows:
A. The Board finds that it is necessary and desirable to
acqu1re and/or construct the following capital improvements in the
County:
1. Marathon Library;
2. Harry Harris Park; and
3. Purchase of School Board Building;
as more particularly set forth in the plans and specifications now
on file or to be on file with the County; subject, however, to the
right of the Board, if through unusual conditions or circumstances
it is deemed necessary and desirable to modify or delete any of the
projects described above, to make such necessary changes or dele-
tions 1n the projects as the Board deems necessary, so long as such
funds are used for the purposes provided by law.
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B. The estimated cost of such projects, as above
described, is the sum of $2,000,000, which shall be paid from the
proceeds of the sale of the Bonds, as hereinafter defined, and
shall, in addition to the specific items in the plans and
specifications, be deemed to include bond discount, if any;
e ng ineering, legal, fiscal and accounting expens s; capital ized
interest for a reasonable period after issuance of the Bonds;
provisions for reserves; reimbursement of the general fund of the
County for any costs advanced in anticipation of the financing;
and other expenses necessary or incidental to the financing
herein authorized.
C. The Pledged Funds, as hereinafter defined, are not
pledged or encumbered in any manner.
D. The principal of and interest on the Bonds and all
required sinking fund, reserve and other payments shall be
-payable solely from the Pledged Funds as herein provided. The
County shall never be required or compelled to levy ad valorem
taxes on any property within its boundaries to pay the principal
of and interest on the Bonds: or to make any of the required
s inking fund, reserve or other payments. The Bonds and the
indebtedness evidenced thereby shall not consti tute a I ien upon
_any other property owned by or within the territorial jurisdic-
t ion of the County, bu t shall consti tute a I ien only upon the
Pledged Funds as herein provided.
E. The 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.
SECTION 1. 03 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 County and such Holders. The covenants
and agreements herein set forth to be performed by the County
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s hall be for the equal benef it, protection and secur i ty of the
legal Holders of any and all of the Bonds and the coupons
attached thereto, all of which shall be of equal rank and without
preference, priority or distinction of any of the Bonds or
coupons over any other thereof, except as expressly provided
therein and herein.
SECTION 1.04 DEFINITIONS. Unless the context otherwise
requires, the terms defined in this section shall have the
meanings specified in this section.
Words importing singular
n umber shall include the plural number in each case and vice
versa, and words importing persons shall include firms and cor-
porations.
A. "Act" shall mean, collectively, Ch. 125, Fla. Stat.
(1979), Ordinance No. 1-1981 of the County, and other applicable
provisions of law.
B. "Amortization Installment" with respect to any Term
Bonds shall mean an amount so designated which is established for
the Term Bonds, provided that (1) each such installment shall be
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deemed to be due as provided by subsequent resolu tion of the
Board and shall be in a multiple of $5,000, and (2) the aggregate
of such installments shall equal the aggregate principal amount
_of Term Bonds delivered on original issuance.
C. "Authorized Investments" shall mean direct obliga-
tions of the United States of America, obligations uncon-
ditionally guaranteed by the United States; time deposits repre-
sented by certificates of deposit fully secured in the manner
provided by the laws of the State of Florida; or repurchase
agreements
for
the
foregoing
obligations,
provided
such
repurchase agreements are fully collateralized and secured at all
times by such obligations.
D. "Board" shall mean the Board of County Commissioners
of Monroe County, Florida.
E. "Bonds" shall mean the Improvement Revenue Bonds,
Series 1981, herein authorized to be issued, together with any
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additional parity obligations issued pursuant to this resolution.
F. "Bond 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 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
oft ime .
(2) Th e amount requ ired to pay the pr i nc ipal of
Serial Bonds maturing in such Bond Year.
(3) The Amortization Installment for the Term
Bonds during such Bond Year. In computing the Bond Service
Requirement for any Bond Year for the Bonds, the Board shall
assume that an amount of the Term Bonds equal to the Amortization
Installment for the Term Bonds during such Bond Year will be
retired by purchase or redemption in such Bond Year. When deter-
mining the amount of principal of and interest on the Bonds which
mature in any year, for purposes of this resolution, the stated
maturity date of the Term Bonds shall be disregarded, and the
Amortization Installment, if any, applicable to the Term Bonds in
such year shall be deemed to mature in such year.
G. "Bond Year" shall mean the one-year period ending
on a principal maturity date or Amortization Installment due date
f or the Bonds.
H. "County" shall mean Monroe County, Florida.
I. "Fiscal Year" shall mean the period commencing on
October 1 of each year and ending on the succeeding September 30,
or such other time as may be established by law.
J. "Holder of Bonds" or "Bondholder" or any similar
term shall mean any person who shall be the bearer or owner of
any outstanding Bond or Bonds registered to bearer or not
registered, or the registered owner of any such Bond or Bonds
which shall at the time be registered other than to bearer, or
the bearer of any coupons representing interest accrued or to
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accrue on the Bonds.
K. "Maximum Bond Service Requirement" shall mean, as
of any particular date of calculation, the greatest amount of
aggregate Bond Service Requirements for the then current or any
future Bond Year.
L. "Pledged Funds" shall mean, collectively, the
Racetrack Funds, as herein defined, together with the earnings on
money held in the Sinking Fund and Reserve Account established
herein.
M. "Project" shall mean the acquisition and/or
construction of .those capital improvements specified in Section
1.02A hereof, pursuant to the plans and specif ications now on
file or to be on file with the Clerk of the Board.
N. "Racetrack Funds" shall mean the racetrack funds
and jai alai fronton funds accruing annually to Monroe County,
Florida, pursuant to Ch. 550 and 551, Fla. Stat., as amended and
supplemented from time to time, and allocated to the Board pur-
suant to Ch. 19260, Laws of Fla. (1939).
O. "Serial Bonds" shall mean the Bonds which shall be
stated to mature in annual installments.
P. "Term Bonds" shall mean the Bonds, all of which
shall be stated to mature on one date and which shall be subject
to mandatory redemption by operation of the Bond Amortization
Ac coun t.
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ARTICLE I I
AUTHORIZATION, TERMS, EXECUTION AND
REGISTRATION OF BONDS
SECTION 2.01 AUTHORIZATION OF PROJECT. The acquisition
and construction of the Project is hereby authorized in accord-
ance with applicable law and the provisions of this resolution.
SECTION 2.02
AUTHORIZATION OF BONDS.
Subject and pur-
s uant to the provisions of this resolution, Bonds of the County
to be known as "Improvement Revenue Bonds, Series 1981," are
hereby authorized to be issued in the aggregate principal amount
of not exceeding $2,000,000, for the purpose of financing the
cost of the Project.
SECTION 2.03
DESCRIPTION OF BONDS.
Th e Bonds shall be
numbered consecutively from one upward; shall be in the denomina-
t ion of $5,000 each or integral mul tiples thereof; shall bear
interest at such rate or rates not exceeding the maximum legal
rate per annum, such interest to be payable semiannually on such
dates as shall be provided by subsequent resolution of the Board;
and shall be dated and shall mature on such dates and in such
years (not later than forty years from their dates of issuance)
and amounts as shall be fixed by subsequent resolution of the
...Board.
The Bonds shall be issued in coupon form; shall be
payable with respect to both principal and interest at a bank or
banks to be subsequently determi ned by the Board pr ior to the
del ivery of the Bonds; shall be payable in lawful money of the
United States of America; and shall bear interest from their
date, payable in accordance with and upon surrender of the appur-
tenant interest coupons as they severally mature.
SECTION 2.04 EXECUTION OF BONDS AND COUPONS. The Bonds
shall be executed in the name of the Board by its Chairman and
countersigned and attested by its Clerk and its official seal or
a facsimile thereof shall be affixed thereto or reproduced
thereon.
The facsimile signatures of such officers may be
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imprinted or reproduced on the Bonds, provided that at least one
signature required to be placed thereon shall be manually
subscribed. If any officer whose signature appears on any Bond
shall cease to be such officer before the delivery of the Bonds,
such signature or facsimile shall nevertheless be valid and suf-
ficient for all purposes as if he or she had remained in office
until such delivery. Any Bond may be signed and sealed on behalf
of the Board by the person who at the actual time of the execu-
t ion of such Bond holds the proper off ice wi th the Board,
although he or she may not have held such office or may not have
been so authorized at any earlier time.
The coupons attached to the Bonds shall be authenticated
with the facsimile signatures of any present or future Chairman
and Clerk of the Board, and the validation certificate on the
Bonds shall be executed with the facsimile signature of the
Chairman. The Board may adopt and use for such purposes the fac-
simile signatures of any persons who shall have been such off i-
cers at any time on or after the date of adoption of this resolu-
tion, notwithstanding that they may have ceased to be such offi-
cers at the time the Bonds are actually delivered.
SECTION 2.05 NEGOTIABILITY AND REGISTRATION. The Bonds
_may be registered, at the option of the Holder, as to principal
only, on the books of the Board at the office of the Clerk of the
Board, as Registrar, or such other Registrar as may hereafter be
duly appointed, such registration to be noted on the back of the
Bonds in the space provided therefor. After such registration as
to principal only, no transfer of the Bonds shall be valid unless
made at the office of the registered owner or by his duly
a uthorized agent or representative and similarly noted on the
Bonds, but the Bonds may be discharged from registration by being
in like manner transferred to bearer, and thereupon trans-
ferability by delivery shall be restored. At the option of the
Holder, the Bonds may thereafer again from time to time be
registered or transferred to bearer as before. Such registration
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as to principal only shall not affect the negotiability of the
coupons which shall continue to pass by delivery. The Board may
make a reasonable charge for every such transfer sufficient to
reimburse it for any expenses incurred by it; provided, however,
that no charge shall be made by the Board for the first transfer
of any Bond from bearer to the registered owner and for the first
reconversion from the registered owner to bearer.
SECTION 2.06 BONDS MUTILATED, DESTROYED, STOLEN OR LOST.
I f any Bond becomes mu tilated, or is destroyed, stolen or lost,
t he County may in its discretion issue and del iver a new Bond
with all unmatured coupons attached of like tenor as the Bonds
and attached coupons, if any, so mutilated, destroyed, stolen or
lost, in exchange and substi tution for such mu tilated Bond upon
surrender and cancellation of such mu tilated Bond and attached
coupons, if any, or in lieu of and substitution for the Bond and
_a ttached coupons, if any, destroyed, stolen or lost, and upon the
Holder furnishing the Board proof of his or her ownership thereof
and satisfactory indemnity and complying with such other reaso-
n able regulations and condi tiohs as the Board may prescribe and
paying such expenses as the County may incur. All Bonds and
coupons so surrendered shall be cancelled by the Clerk of the
Board. If any of the Bonds or coupons shall have ma tured or be
about to mature, instead of issuing a substitute Bond or coupon,
the Board may pay the same, upon being indemnified as aforesaid,
and if such Bond or coupon be lost, stolen or destroyed, without
surrender thereof.
Any duplicate Bonds and coupons issued pursuant to this
section shall constitute original, additional contractual obliga-
tions on the part of the County whether or not the lost, stolen
or destroyed Bonds or coupons be at any time found by anyone, and
such dupl icate Bonds and coupons shall be enti tIed to equal and
proportionate benefits and rights as to lien on and source and
securi ty for payment to the same extent as all other Bonds and
coupons issued hereunder.
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SECTION 2.07
PROVISIONS FOR REDEMPTION.
The Bonds
shall be subject to redemption prior to their maturity, either
mandatorily or at the option of the Board, at such times and in
such manner as shall be fixed by subsequent resolution of the
Board prior to delivery of the Bonds.
Notice of such redemption (a) shall be published at
I east thirty days pr ior to the redemption date in a f inan-
c ial journal publ ished in the Borough of Manhattan, Ci ty 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.
SECTION 2.08
FORM OF BONDS AND COUPONS.
Th e text of
the Bonds and the interest coupons and the certificate of valida-
t ion shall be in substantially the following form, wi th such
omissions, insertions and variations as may be necessary and
desirable and authorized and permi tted by this resolution or by
any subsequent resolution or ordinance adopted prior to the
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issuance thereof:
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No. $
UNITED STATES OF AMERICA
S TN .: OF FLORIDA
COUNTY OF MONROE
IMPROVEMENT REVENUE BOND, SERIES 1981
KNOW ALL MEN BY THESE PRESENTS, that Monroe County,
Florida (hereinafter called "County"), for value received, hereby
promises to pay to the bearer hereof, or, if this Bond be
registered, to the registered holder, as herein provided, on the
1 st day of
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from the revenues hereinafter
mentioned the principal sum of
THOUSAND DOLLARS
with interest thereon at the rate of
per centum per annum ____%) until payment of the principal sum,
such interest to the maturity hereof being payable semiannually
1 of each year upon the presen-
on
1 and
t a tion and surrender of the annexed coupons as they severally
f all due.
Both principal of and interest on this Bond are
payable in lawful money of the United States of America at the
This Bond is one of an authorized issue of Bonds in the
aggregate principal amount of $2,000,000 of like date, tenor and
_effect, except as to number, denomination, maturity and interest
rate, issued to finance the cost of the acquisition and construc-
tion of certain capital improvements within Monroe County,
Florida, pursuant to the authority of and in full compliance with
the Consti tution and Statutes of the State of Florida, includ ing
par tic u 1 a r 1 y Ch. 12 5, F 1 a. S t a to ( 1 979), Or din a n c e No. 0 f
the County, and other applicable provisions of law, and a resolu-
t ion duly adopted by the Board of County Commissioners of the
County on
1981 (hereinafter called "Resolution"),
and is subject to all the terms and conditions of such
Resolution.
This Bond and the coupons appertaining thereto are
payable solely from and secured by a pr ior 1 ien upon and pl edge
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of the racetrack funds and jai alai fronton funds (hereinafter
called "Racetrack Funds") accruing annually to Monroe County,
Florida, pursuant to Ch. 550 and 551, Fla. Stat., and allocated
to the Board pursuant to Ch. 19260, Laws of Fla. (1939), together
with the earnings on money held in the Si nking Fund and Re serve
Account established in the Resolution (hereinafter collectively
called "Pledged Funds").
[Insert Redemption Provisions]
Notice of such redemption shall be given in the manner
required by the Resolution.
The County has full power and authori ty to irrevocably
pledge the Pledged Funds to the payment of the principal of
and interest on the Bonds of this issue. The pledge of such
Pledged Funds in the manner provided herein shall not be subject
to repeal, modification or impairment by any subsequent resolu-
tion or other proceedings of the County or by any subsequent act
of the Legislature of Florida, unless the Board or Legislature
makes immediately available to the County such additional or
supplemental funds which shall be sufficient to retire the Bonds
and the interest thereon in accordance with their terms.
Ne i ther this Bond nor the coupons appertaining thereto
-shall constitute a general indebtedness of the County within the
meaning of any constitutional or statutory provision or limita-
t ion, and neither the fai th nor credi t of the Board is pledged
for their payment. It is expressly agreed by the holder of this
Bond and the coupons appertaining thereto that such holder shall
never have the right to require or compel the exercise of the ad
valorem taxing power of the County for the payment of the prin-
e ipal of or interest on this Bond or the making of any sinking
fund, reserve or other payments provided for in the Resolution.
This Bond and the indebtedness evidenced thereby shall not
constitute a lien upon any property owned by or within the terri-
torial jurisdiction of the County, except the Pledged Funds in
the manner above recited.
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It is hereby certified and recited that all acts, con-
d i tions and things required to exist, to happen, and to be per-
f ormed precedent to and in the issuance of this Bond, exist,
have happened, and have been performed in regul ar and due form,
time and manner as required by the Consti tution and laws of the
State of Florida appl icable thereto; 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 limitations or
provisions; and that the issuance of this Bond, and of the issue
of Bonds of which this Bond is one, has been approved under the
provisions of Ch. 80-98, Laws of Florida.
This Bond and the coupons appertaining thereto are and
have all the qual i ties and incidents of a negotiable instrument
under the laws of the State of Florida.
This Bond may be registered as to principal only in
accordance with the provisions endorsed hereon.
IN WITNESS WHEREOF, Monroe County, Florida, has issued
this Bond and has caused the same to be signed by the manual or
facsimile signature of its Chairman and attested and counter-
signed by the manual or facsimile signature of its Cler%, and its
corporate seal or a facsimile thereof to be affixed, impressed,
_impr inted, 1 i thographed or reproduced hereon, and the interest
coupons hereto attached to be executed with the facsimile signa-
tures of such officers, all as of I, 1981.
( SEAL)
ATTESTED AND COUNTERSIGNED:
Clerk
MONROE COUNTY, FLORIDA
Chairman
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FORM OF COUPON
No.
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Unless the Bond to which this coupon is attached is
callable and shall have been previously duly called for prior
redemption and payment thereof duly made or provided for, on the
1st day of , ____, Monroe County, Florida, will pay to
the bearer at , solely from the spe-
cial funds described in the Bond to which this coupon is
attached, the amount shown hereon in lawful money of the United
States of America, upon presentation and surrender of this
coupon, being interest then due on its Improvement Revenue Bond,
Series 1981, dated 1, 1981, No.
MONROE COUNTY, FLORIDA
( SEAL)
Chairman
ATTESTED AND COUNTERSIGNED:
Clerk
VALIDATION CERTIFICATE
This Bond is one of a series of Bonds which were vali-
dated by judgment of the Circuit Court for Monroe County,
Florida, rendered on , 1981.
Chai rman
PROVISION FOR REGISTRATION
This Bond may be registered in the name of the holder on
the books to be kept by the Clerk of the Board, as Registrar, or
such other Registrar as may hereafter be duly appointed, as to
principal only, such registration being noted hereon by such
Registrar in the registration blank below, after which no
transfer shall be valid unless made on such books by the
registered holder or attorney duly authorized and similarly noted
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in the registration blank below, but it may be discharged from
registration by being transferred to bearer, after which it shall
be transferable by delivery, but it may be again registered as
before.
The registration of this Bond as to principal shall not
restrain the negotiability of the coupons by delivery.
DATE OF
REGISTRATION
IN WHOSE NAME
REGISTERED
SIGNATURE OF
REGISTRAR
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ARTICLE III
SECURITY FOP BONDS; BONDS NOT GENERAL DEBT OF COUNTY;
CONSTRUCTION TRUST FUND
SECTION 3.01
SECURITY FOR BONDS. The principal of and
interest on the Bonds shall be secured forthwi th equally and
ratably by a prior lien upon and a pledge of the Pledged Funds as
herein defined.
The Board hereby irrevocably pledges such funds
to the payment of the principal of and interest on the Bonds.
SECTION 3.02 BONDS NOT GENERAL DEBT OF COUNTY. Neither
t he Bonds nor coupons appertaining thereto shall consti tute a
general indebtedness of the County wi thin the meaning of any
constitutional or statutory provision or limitation, and neither
the faith nor credit of the County shall be pledged for their
payment.
No Ho Ider of any Bond or of any coupons appertaining
thereto shall ever have the right to require or compel the exer-
cise of the ad valorem taxing power of the County for the payment
of the principal of or interest on the Bonds or the making of any
sinking fund, reserve or other payments provided for herein. The
Bonds and the indebtedness evidenced thereby shall not constitute
a l'ien upon any property owned by or wi thin the territorial
jurisdiction of the County, except the Pledged Funds in the
manner herein provided.
SECTION 3.03
CONSTRUCTION TRUST FUND.
Th e proceeds
derived from the sale of the Bonds shall be applied as follows:
A. An amount equal to interest accrued on the Bonds
and, at the option of the Board, interest to accrue on the Bonds
for up to one year after their issuance, shall be deposited into
the Sinking Fund,
B. An amount not exceeding the Maximum Bond Service
Requirement may be deposited into the Reserve Account, and
C. The balance shall be deposited into a trust fund
which is hereby created and established and designated as the
"Construction Trust Fund."
The Construction Trust Fund shall be
deposited and maintained with any banking institution in the State
of Florida approved as a depositary and subsequently designated
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by the Board. Th e money there in shall be used only for the
payment of the cost of the Project, but, pending such appl ica-
tion, may be invested in Authorized Investments maturing no later
than on the dates that the money in such Fund will be needed for
its intended purposes. Any balance of unexpended money in the
Construction Trust Fund after the completion of the Project shall
be deposited into the Si nking Fund, herein establ ished. Any
withdrawals from the Construction Trust Fund may be made only
when authorized in writing by the Clerk of the Board or his
designee. Interest income received by the County from such
investments may be retained in the Construction Trust Fund or
deposited into the Sinking Fund.
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ARTICLE IV
COVENANTS OF THE BOARD; RIGHTS OF BONDHOLDERS;
REFUNDING OBLIGATIONS
SECTION 4.01
COVENANTS OF THE BOARD.
For as long as
any of the principal of and interest on any of the Bonds shall be
outstanding and unpaid or until there shall have been set apart
in the Sinking Fund, including the various accounts therein,
herein established, a sum sufficient to pay when due the entire
principal of the Bonds remaining unpaid, together with interest
accrued or to accrue thereon, the Board covenants with the
Holders of each and all of the Bonds as follows:
A.
SINKING FUND.
The Racetrack Funds shall be depo-
sited as received by the Board into a special fund, hereby
created and designated "Monroe County Improvement Revenue Bonds,
Se ries 1981, Si nking Fund" (hereinafter called "Si nking Fund").
All money in the Sinking Fund shall be held in trust in a deposi-
tory bank to be subsequently designated by the Board and appl ied
as hereinafter provided.
B. FLOW OF FUNDS. All money at any time rema ining on
d eposi t in the Sinking Fund shall be appl ied annually in the
following manner and order of priority for the following
purposes:
(1) First, for the payment of principal and
interest and handling charges thereon becoming due and payable on
the Bonds during the current Bond Year, and for deposit into a
Bond Amortization Account in the Sinking Fund, which Account is
hereby created and established, of Amortization Installments, if
any, and handling charges thereon becoming due and payable on the
Term Bonds during the current Bond Year.
(2) Second, for the establishment and maintenance
of a Reserve Account in the Sinking Fund, which Account is hereby
created and established, in an amount equal to the Maximum Bond
Service Requirement, after taking into account the amount, if
any, deposited therein from the proceeds of the sale of the
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Bonds.
(3) ~ Thereafter, the balance on hand in the Sinking
Fund may be used by the Board for any lawful purpose.
(4) The money in the Reserve Account shall be
u sed for the payments provided for in paragraph (1) above whe-
never the other money in the Sinking Fund is insufficient there-
for, and any withdrawals from such Reserve Account shall be
restored from the first money available therefor in the Sinking
Fund after the required payments under paragraph (1) above have
been made or provided for.
(5) The Board shall not be required to make any
further payments into the Si nking Fund, includ ing the various
accounts therein, when the aggregate amount of funds therein is
at least equal to the aggregate Bond Service Requirement then due
and thereafter to become due on the Bonds then outstanding, the
amount of redemption premium, if any, then due and thereafter to
become due by operation of the Bond Amortiza tion Account, and
handling charges on the Bonds.
( 6) Th e Si nking Fund, includ ing the var ious
accounts therein, shall constitute trust funds for the purposes
provided herein for such funds. All such funds shall be con-
_t inuously secured in the same manner as County deposits are
required to be secured by the laws of the State of Florida.
Money in the Reserve Account may be invested and reinvested in
Authorized Investments maturing no later than the final maturity
on the Bonds or must otherwise be maintained in cash. Money in
the Sinking Fund, other than the Reserve Account, may be invested
in Authorized Investments maturing at such time or times as
necessary to meet the requirements of such Fund. Any and all
income received by the Board from such investments shall be depo-
sited into the Sinking Fund.
C. OPERATION OF BOND AMORTIZATION ACCOUNT.
held for the credit of the Bond Amortization Account
applied to the retirement of Term Bonds as follows:
Money
shall be
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(1) Subject to the provisions of paragraph (3)
below, the Board shall endeavor to purchase Te rm Bonds then
outstanding at the most advantageous price obtainable with reaso-
n able d il igence, such pr ice not to exceed the pr inc ipal of such
Term Bonds and the redemption premium which would be appl icable
if the money applied to such purchase was otherwise appl ied to
the redemption of Term Bonds under paragraphs (2) or (3) below.
The Board shall pay the interest accrued on such Te rm Bonds to
the date of delivery thereof from the Sinking Fund and the
purchase price from the Bond Amortization Account, but no such
purchase shall be made by the Board wi thin the period of forty-
five days immediately preceding any interest payment date on
which such Term Bonds are subject to call for redemption, except
f rom money in excess of the amounts set as ide or depos i ted for
the redemption of Term Bonds.
(2) Subject to the provisions of paragraph (3)
below, the Board shall call for redemption on each interest
payment date on which Term Bonds are subject to redemption from
money in the Bond Amortization Account, such amount of Term Bonds
then subject to redemption as will exhaust the money then held
in the Bond Amortization Account as nea~ly as may be practicable.
_Prior to calling Term Bonds for redemption, the Board shall
withdraw from the Sinking Fund and set aside in separate accounts
or deposit with the paying agent the respective amounts required
for paying the interest on the Term Bonds so called for redemp-
t ion.
(3) Money in the Bond Amortiza tion Account shall
be applied by the Board in each Bond Year to the retirement of
Term Bonds then outstanding in the following order:
( a) The Term Bonds to the extent of the
Amortization Installment, if any, for such Bond Year for the Term
Bonds then outstanding; provided, however, that if the Term Bonds
s hall not then be subject to redemption from money in the Bond
Amortization Account, and if the Board shall at any time be
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unable to exhaust the money appl icable to the Te rm Bonds under
the provisions of this clause in the purchase of such Term Bonds
under the provisions of paragraph (1) above, such money or the
balance of such money, as the case may be, shall be retained in
the Bond Amortization Account and, as soon as it is feasible,
applied to the retirement of Term Bonds; and
( b) Any balance then rema ining, other than
money retained under the first clause of this paragraph, shall
be appl ied to the retirement of such Term Bonds as the Board in
its sole discretion shall determine, but only, in the case of the
redemption of Term Bonds, in such amounts and on such terms as
may be provided in this resolution.
The Board shall pay from the Sinking Fund all ex-
penses in connection with any such purchase or redemption.
D. ADDITIONAL OBLIGATIONS. The County will not issue
-a ny other obI igations, except upon the condi tions and in the
manner provided herein, payable from the Pledged Funds, nor
voluntarily create or cause to be created any debt, lien, pledge,
assignment, encumbrance or any:other charge having priority to or
being on a parity with the lien of the Holders of the Bonds upon
the Pledged Funds, or any part thereof. Any other obligations
_i ssued by the Board, in addi tion to the Bonds author ized by this
resolution or additional parity obligations provided for in
Subsection E below, shall contain an express statement that such
obligations are junior and subordinate in all respects to the
Bonds issued pursuant to this resolution as to lien on and source
and security for payment from the Pledged Funds.
E. ISSUANCE OF ADDITIONAL PARITY OBLIGATIONS. No addi-
t ional parity obligations shall be issued after the issuance of
any Bonds, except under the following conditions and in the same
manner herein provided:
(I) There shall have been obtained and filed wi th
the Board a certificate of an independent certified public
accountant of suitable experience and responsibility: (a)
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stating that he had audited the books and records of the Board
relating to the collection and receipt of the Racetrack Funds;
(b) setting forth the amount of Racetrack Funds received by the
Board for the two fiscal years immediately preceding the date of
delivery of such additional parity obligations with respect to
which such certificate is made; and (c) stating that the average
annual Racetrack Funds for such two preceding fiscal years is at
least equal to the sum of 1.25 times the Maximum Bond Service
Requirement to become due in any ensuing Bond Year on the Bonds
then outstanding and the additional parity obligations proposed
to be issued.
(2) The County is not in defaul t under any of the
covenants, terms or provisions in this resolution, and all
payments required by this resolution to be made into the funds
and accounts established hereunder shall have been made to the
full extent required.
F.
REMEDIES.
Any Holder of Bonds, or of any coupons
appertaining thereto, issued under the provisions of this resolu-
--
t ion, may ei ther by sui t, action, mandamus or other proceedings
in any court of competent jur isd iction, protect and enforce any
and all rights under the laws of the State of Florida or granted
_and contained in the Act and this resolution, and may enforce and
compel the payment of all sums and the performance of all duties
required by this resolution or by any appl icable statutes to be
performed by the Board, or by an officer thereof, including, but
not being I imi ted to, the appl ication and distribution of the
Pledged Funds in the manner provided in this resolution.
G.
BOOKS AND RECORDS.
The Board shall keep books and
records of the receipt of all Pledged Funds received by it,
wh ich such books and records shall be kept separate and apart
from all other books, records and accounts of the Board, and any
Holder shall have the righ t at all reasonable times to inspect
the same.
H.
ANNUAL AUDIT.
The Board shall, at least once a
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year, cause the books, records and accounts relating to the
Pledged Funds to be properly audited by the State Auditor General
or by an independent firm of certified public accountants.
I. NO IMPAIRMENT OF CONTRACT. The County has full
power and authori ty to irrevocably pledge the Pledged Funds to
the payment of the principal of and interest on the Bonds. The
p ledge of the PI edged Funds in the manner provided herein shall
not be subject to repeal, modification or impairment by any sub-
sequent resolution or other proceedings of the County or by any
subsequent act of the Legislature of Florida, unless the Board or
Legislature makes immediately available to the County additional
or supplemental funds which shall be sufficient to retire the
Bonds and the interest thereon in accordance wi th their terms.
The Board shall take all actions and pursue such legal remedies
which may be available to it either in law or in equity to pre-
vent or cure any default or impairment within the meaning of this
Subsection I.
J. FUNDS AND ACCOUNTS. The designation and establish-
ment 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 com-
...roonly defined and used in governmental accounting, but rather is
intended solely to constitute an earmarking of certain revenues
and assets of the County for certain purposes and to establish
certain priorities for application of such revenues and assets as
h ere in provided.
K. ARBITRAGE. No use wi 11 be made of the proceeds of
the Bonds or the Pledged Funds which, if reasonably expected on
the date of issuance of the Bonds, would cause the same to be
"arbitrage bonds" within the meaning of the Internal Revenue Code
of 1954. The County, at all times while the Bonds and interest
thereon are outstanding, will comply wi th the requirements of
Section 103(c) of the Internal Revenue Code of 1954 and any valid
and applicable rules and regulations promulgated thereunder.
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4.02 RIGHTS OF BONDHOLDERS. The Holders of the Bonds
shall have no responsibility for the application and use of the
proceeds received from the sale thereof, and the application and
use of such proceeds by the Board shall in no way affect the
rights of the Bondholders. The Board shall be irrevocably obli-
gated, upon receipt thereof, to use the Pledged Funds pledged
hereunder to pay the principal of and interest on the Bonds and
to make all reserve and other payments provided for herein, not-
withstanding any failure of the Board to apply such Bond proceeds
in the manner provided herein.
4.03 REFUNDING OBLIGATIONS. All of the Bonds origi-
nally issued pursuant to this resolution, then outstanding, may
be refunded as a whole or in part and the I ien on the Pledged
Funds pledged hereunder for the refunded obligations shall be
fully preserved for the refunding obligations to the extent per-
mitted by applicable law.
The holders of any refunding obligations issued pursuant
to the provisions of this section shall have and be entitled to
the same lien on the Pledged Funds pledged hereunder and all
rights, privileges and remedies which are granted to and vested
by this resolution or any resolution supplemental thereto in the
_Holders of the Bonds so refunded, to the same extent and as
fully as if such refunding obligations constituted the Bonds
refunded. All of the covenants, agreements and provisions in
this resolution shall refer to and apply fully to any refunding
obligations issued hereunder.
4.04 DEFEASANCE. If, at any time, the Board shall have
paid, or shall have made provision for payment of, the principal,
interest and redempt ion premi urns, if any, wi th respect to the
Bonds, then, and in that event, the pledge of and lien on the
Pledged Funds in favor of the Holders of the Bonds shall be no
longer in effect. For purposes of the preceding sentence, depos-
it of obligations of the United States of America or bank cer-
t ificates of deposit fully secured as to principal and interest
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by obligations of the United States of America in irrevocable
t rust wi th a banking insti tution or trust company, for the sole
benefit of the Bondholders, in respect to which such obligations
of the United States of America or certificates of deposit, the
principal and interest received will be sufficient to make timely
payment of the principal, interest, and redemption premiums, if
any, on the outstanding Bonds, shall be considered "provision for
payment." Nothing herein shall be deemed to require the Board to
call any of the outstanding Bonds for redemption prior to
maturity pursuant to any applicable optional redemption provi-
s ions, or to impair the discretion of the Board in determining
whether to exercise any such option for early redemption.
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"
ARTICLE V
MISCELLANEOUS PROVISIONS
SECTION 5.01
MODIFICATION OR AMENDMENT.
No mater ial
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 two-thirds or more in prin-
e ipal amount of the Bonds then ou tstand ing; provided, however,
that no modification or amendment shall permit a change in the
maturity of such Bonds, or a reduction in the rate of interest
thereon or in the amount of the principal obligation, or affect
the unconditional promise of the Board to collect the Pledged
Funds, as herein provided, or to pay the principal of and
interest on the Bonds as the same shall become due from such
Pledged Funds, or reduce such percentage of holders of such Bonds,
required above, for such modification or amendments, without the
consent of the holders of all of such Bonds.
SECTION 5.02 SEVERABI LITY. If anyone or more of the
covenants, agreements or provisions of this resolution 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 separate from the rema ining
covenants, agreements or provisions, and in no way affect the
validity of all the other provisions of this resolution or of the
Bonds or coupons issued thereunder.
SECTION 5.03 VALIDATION AUTHORIZED. The attorney for
the County is hereby authorized and directed to institute
appropriate proceedings in the Circuit Court for Honroe County,
Florida, for the validation of the Bonds.
SECTION 5.04 SALE OF BONDS. The Bonds shall be issued
and sold at one time or in installments from time to time at such
price or prices consistent with the Act as the Board shall
hereafter determine by resolution.
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Passed and adopted by the Board of County Commissioners of
Monroe County, Florida, at a regular meeting of said Board held
on the 27th day of January, A.D. 1981.
(Seal)
BOARD OF COUNTY COMMISSIONERS OF
MONROE COUNTY, 'FLORIDA
Attest :.--____ C)"
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