Res 91-02 RESOLUTION NO. 91-02
CITY OF DELRAY BEACH, FLORIDA
General Obligation Refunding Bonds, Series 2002
(Decade of Excellence Program)
General Obligation Refunding Bond Resolution
Adopted December 3, 2002
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TABLE OF CONTENTS
SECTION
SECTION
SECTION
SECTION
SECTION
SECTION
SECTION
1. DEFINITIONS ......................................................................................................... 3
2. FINDINGS ............................................................................................................... 8
3. AUTHORITY OF THIS RESOLUTION ................................................................ 9
4. RESOLUTION CONSTITUTES CONTRACT ...................................................... 9
5. AUTHORIZATION AND DESCRIPTION OF BONDS ....................................... 9
6. REDEMPTION PROVISIONS ............................................................................. 11
7. EXECUTION OF BONDS .................................................................................... 1 !
SECTION 8. NEGOTIABILITY, REGISTRATION AND CANCELLATION ........................ 12
SECTION 9. BONDS MUTILATED, DESTROYED, STOLEN OR LOST ............................. 14
SECTION 10. FORM OF BONDS .............................................................................................. 15
SECTION
SECTION
SECTION
SECTION 14.
SECTION 19.
SECTION 20.
SECTION 21.
SECTION 22.
SECTION 23.
11. APPLICATION OF BOND PROCEEDS ............................................................. 24
12. SECURITY FOR THE BONDS .......................................................................... 25
13. COVENANTS OF THE CITY ............................................................................ 25
RULE 15C2-12 UNDERTAKING ...................................................................... 30
MODIFICATION OR AMENDMENT ............................................................... 34.
SEVERABILITY OF INVALID PROVISIONS ................................................. 35
SALE OF BONDS ............................................................................................... 36
REMEDIES .......................................................................................................... 36
EFFECTIVE DATE ............................................................................................. 36
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Resolution No. 91-02
A RESOLUTION OF THE CITY COMMISSION OF DELRAY BEACH,
FLORIDA, AUTHORIZING THE ISSUANCE OF NOT EXCEEDING
$18,000,000 IN THE INITIAL AGGREGATE PRINCIPAL AMOUNT OF CITY
OF DELRAY BEACH, FLORIDA GENERAL OBLIGATION REFUNDING
BONDS, SERIES 2002 (DECADE OF EXCELLENCE PROGRAM);
PROVIDING THE FORM AND TERMS OF THE BONDS; PROVIDING FOR
THE PAYMENT OF THE BONDS FROM A TAX ON ALL TAXABLE
PROPERTY IN THE CITY OF DELRAY BEACH; PROVIDING FOR THE
UNDERTAKING BY THE CITY REGARDING SECONDARY MARKET
DISCLOSURE AS REQUIRED BY RULE 15c2-12 OF THE SECURITIES
AND EXCHANGE COMMISSION; PROVIDING FOR THE RIGHTS,
REMEDIES AND SECURITY OF THE HOLDERS OF THE BONDS;
PROVIDING FOR CERTAIN OTHER MATTERS DEEMED NECESSARY
AND PROPER IN CONNECTION WITH THE ISSUANCE OF THE BONDS;
AND PROVIDING FOR AN EFFECTIVE DATE.
WHEREAS, the City Commission of Delray Beach, Florida (the "Commission"), did, on
October 16, 1989, adopt Resolution No. 77-89 entitled "A RESOLUTION OF THE CITY
COMMISSION OF THE CITY OF DELRAY BEACH, FLORIDA, REPEALING
RESOLUTION NO. 70-89 AND RESOLUTION NO. 76-89; PROVIDING HEREIN IN LIEU
OF SUCH RESOLUTIONS FOR THE ISSUANCE OF GENERAL OBLIGATION BONDS
FOR THE PURPOSE OF FINANCING THE (A) ACQUISITION, CONSTRUCTION,
RECONSTRUCTION AND EQUIPPING OF CERTAIN FIRE FACILITIES IN THE
PRINCIPAL AMOUNT OF NOT EXCEEDING $5,180,000, (B) ACQUISITION,
CONSTRUCTION, AND RECONSTRUCTION OF CERTAIN STREET, SIDEWALK,
ALLEY, RIGHTS OF WAY, DRAINAGE AND BEAUTIFICATION PROJECTS IN THE
PRINCIPAL AMOUNT OF NOT EXCEEDING $11,207,000, (C) ACQUISITION,
CONSTRUCTION, AND EQUIPPING OF IMPROVEMENTS TO CERTAIN
RECREATIONAL AND CULTURAL FACILITIES IN THE PRINCIPAL AMOUNT OF NOT
EXCEEDING $4,605,000, AND (D) THE ACQUISITION AND CONSTRUCTION OF
Resolution No. -02
·
VARIOUS NEIGHBORHOOD IMPROVEMENT PROJECTS IN THE PRINCIPAL AMOUNT
OF NOT EXCEEDING $500,000; CALLING FOR A BOND REFERENDUM OF THE
QUALIFIED ELECTORS OF THE CITY OF DELRAY BEACH TO BE HELD ON
NOVEMBER 21, 1989, AS TO WHETHER GENERAL OBLIGATION BONDS FOR SUCH
PROJECTS SHOULD BE ISSUED; AND PROVIDING AN EFFECTIVE DATE" (the
"Original Resolution"), and the qualified electors of the City of Delray Beach, Florida (the
"City"), did, at an election held on November 21, 1989 (the "Referendum"), authorize by
majority vote the issuance of $21,492,000 general obligation bonds to finance the cost of the
acquisition and construction of the projects described above (the "Decade of Excellence General
Obligations Bonds").
WHEREAS, pursuant to Resolution No. 98-89, adopted by the Commission on
December 12, 1989, as supplemented, the City did, on June 12, 1990, issue a portion of its
Decade of Excellence General Obligation Bonds in the principal amount of $11,280,000 and
designated such bonds "City of Delray Beach, Florida, General Obligation Bonds, Series 1990
(Decade of Excellence Program) (herein, the "1990 Bonds"); and
WHEREAS, pursuant to Resolution No. 91-93 adopted by the Commission on
September 28, 1993, the City did, on November 2, 1993, issue its City of Delray Beach, Florida,
General Obligation Refunding Bonds, Series 1993 B (Decade of Excellence Program) (the
"1993 B Bonds") in an aggregate principal amount of $8,835,000 for the purpose of paying and
defeasing a portion of the City's outstanding 1990 Bonds; and
WHEREAS, pursuant to the Original Resolution, as supplemented, and the authority
granted by the Referendum, the City did, on November 2, 1993, issue the remaining unissued
Decade of Excellence General Obligation Bonds in the principal amount of $10,210,000 and
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designated such bonds "City of Delray Beach, Florida General Obligation Bonds, Series 1993 A
(Decade of Excellence Program) (herein the "1993 A Bonds"); and
WHEREAS, the outstanding 1993 A Bonds and the 1993 B Bonds are herein
collectively referred to as the "Refunded Bonds"; and
WHEREAS, the Commission hereby determines it to be in the best financial and
economic interest of the City to issue its City of Delray Beach, Florida, General Obligation
Refunding Bonds, Series 2002 (Decade of Excellence Program) (the "Bonds"), in the initial
aggregate principal amount of not exceeding $18,000,000 to pay and defease the Refunded
Bonds; and
WHEREAS, effective July 3, 1995, Rule 15c2-12 of the Securities and Exchange
Commission (the "Rule"), provides that it is unlawful for a broker dealer or municipal securities
dealer to purchase or sell municipal securities, which includes the Bonds, unless the issuer,
which includes the City, has undertaken in a written agreement (herein, the "Undertaking") to
provide to specified information repositories annual financial information and operating data
relevant to the municipal securities and notice of certain specified material events; and
WHEREAS, the Commission hereby determines to provide its Undertaking with respect
to the Bonds in this Resolution; and
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE
CITY OF DELRAY BEACH, FLORIDA:
SECTION 1. DEFINITIONS. That, in addition to the terms defined above, as used in
this Resolution, the following terms shall have the following meanings unless the text otherwise
expressly requires:
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"Act" shall mean the Florida Constitution, Chapter 166, Florida Statutes, as
amended and supplemented, the City Charter of Delray Beach, as amended and supplemented,
and other applicable provisions of law.
"Beneficial Owner" shall mean, for purposes of Section 14 of this Resolution
only, any person which (i) has the power, directly or indirectly, to vote or consent with respect
to, or to dispose of ownership of, any Bonds (including persons holding Bonds through
nominees, depositories or other intermediaries), or (ii) is treated as the owner of any Bonds for
federal income tax purposes.
"Bond Insurance Policy" shall mean an insurance policy issued for the benefit of
the Holders of any Bonds, pursuant to which the Bond Insurer shall be obligated to pay when due
the principal of and interest on such Bonds to the extent of any deficiency in the amounts in the
funds and accounts held under this Resolution, in the manner and in accordance with the terms
provided in such Bond Insurance Policy.
"Bond Insurer" shall mean
successors.
the issuer of a Bond Insurance Policy and its
"Bondholder" or "Holder of Bonds" or "Owner" or any similar term, shall mean
any person who shall be the registered owner of any Bond or Bonds Outstanding under the terms
of this Resolution.
"Bonds" shall mean the not exceeding in initial aggregate principal amount
$18,000,000 General Obligation Refunding Bonds, Series 2002 (Decade of Excellence Program),
authorized to be issued pursuant to this Resolution.
"Code" shall mean the Internal Revenue Code of 1986, as amended, and all
subsequent tax legislation duly enacted by the Congress of the United States.
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"Defeasance Obligations" shall mean to the extent permitted by law:
(a) U.S. Obligations;
(b) Any bonds or other obligations of any state of the United States of
America or of any agency, instrumentality or local govemmental unit of any such state (i) which
are not callable poor to maturity or as to which irrevocable instructions have been given to the
trustee of such bonds or other obligations by the obligor to give due notice of redemption and to
call such bonds for redemption on the date or dates specified in such instructions, (ii) which are
secured as to principal and interest and redemption premium, if any, by a fund consisting only of
cash or bonds or other obligations of the character described in clause (a) hereof which fund may
be applied only to the payment of such principal of and interest and redemption premium, if any,
on such bonds or other obligations on the maturity date or dates thereof or the redemption date or
dates specified in the irrevocable instructions referred to in subclause (i) of this clause (b), as
appropriate, and (iii) as to which the principal of and interest on the bonds and obligations of the
character described in clause (a) hereof which have been deposited in such fund along with any
cash on deposit in such fund are sufficient to pay principal of and interest and redemption
premium, if any, on the bonds or other obligations described in this clause (b) on the maturity
date or dates thereof or on the redemption date or dates specified in the irrevocable instructions
referred to in subclause (i) of this clause (b), as appropriate;
(c) Evidences of indebtedness issued by the Federal Home Loan Banks,
Federal Home Loan Mortgage Corporation (including participation certificates), Federal
Financing Banks, or any other agency or instrumentality of the United States of America created
by an act of Congress provided that the obligations of such agency or instrumentality are
unconditionally guaranteed by the United States of America or any other agency or
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instrumentality of the United States of America or of any corporation wholly-owned by the
United States of America; and
(d) Evidences of ownership of proportionate interests in future interest and
principal payments on obligations described in (a) held by a bank or trust company as custodian.
"Escrow Deposit Agreement" shall mean the Escrow Deposit Agreement, entered
into by and between the City and a bank or trust company or national banking association, as
trustee and escrow agent, to be hereafter designated by subsequent proceedings of the
Commission, in connection with the refunding of the Refunded Bonds.
"NRMSIR" shall mean any Nationally Recognized Municipal Securities
Information Repository for purposes of the Rule. The NRMSIRs currently approved by the
Securities and Exchange Commission as of the date of adoption of this Resolution are as follows:
Bloomberg Municipal Repositories
P.O. Box 840
Princeton, NJ 08542-0840
Phone: (609) 279-3225
Fax: (609) 279-5962
Intemet: Munis~Bloomberg.com
DPC Data Inc.
One Executive Drive
Fort Lee, NJ 07024
Phone: (201) 346-0701
Fax: (201) 947-0107
Intemet: Nrmsir@dpcdata. com
Interactive Data
Attn: Repository
100 Williams Street
New York, NY 10038
Phone: (212) 771-6899
Fax: (212) 771-7390
E-mail: NRMSIR~interactivedata.com
\Xwpb-srv01\SANFORDS\399705v05\l 1/25/02\16787'011000 6 Resolution No. 91-02
Standard & Poor's J. J. Kenny Repository
55 Water Street
New York, NY 10041
Phone: (212) 438-4595
Fax: (212) 438-3975
E-mail: nrmsir_repository~sandp.com
"Outstanding" shall mean, when used with reference to the Bonds, as of any
particular date, all Bonds theretofore, or thereupon being, authenticated and delivered by the
Registrar under this Resolution, except (i) Bonds theretofore or thereupon cancelled by the
Registrar or surrendered to the Registrar for cancellation; (ii) Bonds with respect to which all
liability of the City shall have been discharged in accordance with Section 13.D of this
Resolution; (iii) Bonds in lieu of or in substitution for which other Bonds shall have been
authenticated and delivered by the Registrar pursuant to any provision of this Resolution; (iv)
Bonds cancelled after purchase in the open market or because of payment at, or redemption prior
to maturity; and (v) Bonds held by the City.
"Paying Agent" shall mean the bank or trust company and any successor bank or
trust company appointed by the Commission to act as Paying Agent hereunder.
"Permitted Investments" shall mean (i) U. S. Obligations, and (ii) all other
investments permitted under the laws of Florida and acceptable to the Bond Insurer, if any.
"Registrar" shall mean the bank or trust company and any successor bank or trust
company appointed by the Commission to act as Registrar hereunder.
"Tax Certificate" shall mean the Arbitrage Certificate executed by the City on the
date of initial issuance and delivery of the Bonds, as such Tax Certificate may be amended from
time to time, a source of guidance for achieving compliance with the Code.
"U. S. Obligations" shall mean the direct obligations of, or obligations the timely
payment of principal of and interest on which are unconditionally guaranteed by, the United
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States of America, and, if determined by subsequent proceedings of the Commission, certificates
which evidence ownership of the right to the payment of the principal of, or interest on, such
obligations.
Words of the masculine gender shall be deemed and construed to include correlative
words of the feminine and neuter genders. Words importing the singular number shall include
the plural number and vice versa unless the context shall otherwise indicate. The word "person"
shall include corporations; associations, natural persons and public bodies unless the context
shall otherwise indicate. Reference to a person other than a natural person shall include its
successors.
SECTION 2. FINDINGS.
A. That it is necessary, advantageous, desirable and in the best interests of the
City and its residents that the Bonds be issued to accomplish the payment and defeasance of the
Refunded Bonds.
B. That for the payment and defeasance of the Refunded Bonds, the City
shall deposit a portion of the proceeds derived from the sale of the Bonds in an escrow deposit
trust fund, which together with other available funds, if any, and the income and earnings derived
from the investment thereof shall be sufficient to pay and defease the Refunded Bonds, as the
same become due and payable or are redeemed prior to maturity in accordance with the
proceedings which authorized their issuance, all as provided in this Resolution and the Escrow
Deposit Agreement.
C. That the Bonds may be issued either all at one time or in part from time to
time as the Commission may in its discretion hereafter determine by subsequent resolution.
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SECTION 3. AUTHORITY OF THIS RESOLUTION. This Resolution is adopted
pursuant to the Act.
SECTION 4. RESOLUTION CONSTITUTES 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, the Resolution shall be deemed to be and shall constitute a contract between
the City and such Bondholders, and the covenants and agreements herein set forth to be
performed by the City shall be for the equal benefit, protection and security of the 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.
SECTION 5. AUTHORIZATION AND DESCRIPTION OF BONDS. Subject and
pursuant to the provisions of this Resolution, Bonds of the City to be known as "General
Obligation Refunding Bonds, Series 2002 (Decade of Excellence Program)," are hereby
authorized to be issued in the initial aggregate principal amount of not exceeding Eighteen
Million Dollars ($18,000,000) for the purpose of the payment and defeasance of the Refunded
Bonds pursuant to the provisions of this Resolution and the Escrow Deposit Agreement and to
pay the cost of issuance of the Bonds. The Bonds shall be issued in registered form, shall be in
the denomination of $5,000 each, or any integral multiple thereof, and shall be numbered
separately and consecutively upward. The Bonds shall be designated "General Obligation
Refunding Bonds, Series 2002 (Decade of Excellence Program)," with such other designation
deemed appropriate and determined by subsequent proceeding of the Commission, shall bear
interest at not exceeding the maximum rate or rates permitted by law, payable by check or draft
made payable to the Holder of Bonds and mailed to the address of such Holder of Bonds as such
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name and address shall appear on the registration books of the City maintained by the Registrar
at the close of business on the fifteenth day of the calendar month preceding each interest
payment date or on the date the principal sum of any Bond is paid (herein, the "Record Date");
provided, however, that payment of interest on the Bonds may, at the option of any Holder of
Bonds in an aggregate principal amount of at least $1,000,000, be transmitted by wire transfer to
the designated account number of such Holder of any Bonds within the continental United States
on file with the Paying Agent as of the Record Date. The Bonds may be issued as either serial
Bonds or term Bonds or any combination thereof. The Bonds authenticated prior to the first
interest payment date shall be dated and bear interest from the date determined by subsequent
proceedings of the Commission. Bonds authenticated on or subsequent to the first interest
payment date shall be dated as of the date of their registration and shall bear interest as of the
interest payment date immediately preceding the date of registration, unless such date of
registration shall be an interest payment date, in which case, such Bonds shall bear interest from
such date of registration, or if registered during the period from a Record Date preceding an
interest payment date to such interest payment date, then from such interest payment date if
interest is then paid, as the case may be; provided, however, that if and to the extent there is a
default in the payment of the interest due on such interest payment date, such defaulted interest
shall be paid to the persons in whose name Bonds are registered on the registration books of the
City maintained by the Registrar at the close of business on the fifteenth day prior to a
subsequent interest payment date established by notice mailed by the Registrar to the registered
owner not less than the tenth day preceding such subsequent interest payment date, such interest
shall be payable semiannually of each year, and shall mature in such years and amounts, all as
shall be determined by subsequent proceedings of the Commission. In the event any payment of
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interest or of interest and principal on the Bonds shall not be paid when due, the amount so in
default shall continue to bear interest to the extent permitted by law from the date such payment
became due until payment thereof at the rate set forth on the face of each Bond. Such Bonds
shall mature in such amounts and at such times not exceeding forty (40) years from the date of
issuance of the Refunded Bonds, and shall be payable and registrable at such place or places
within or out of the State of Florida as shall hereafter be determined by subsequent proceedings
of the Commission.
SECTION 6. REDEMPTION PROVISIONS. The Bonds may be subject to
redemption prior to maturity at such times, at such redemption prices and upon such terms as
shall be determined by subsequent proceedings of the Commission.
SECTION 7. EXECUTION OF BONOS. That the Bonds shall be executed in the
name of the City by the Mayor, and the official seal of the City shall be affixed thereto or
lithographed, impressed, imprinted or otherwise reproduced thereon and attested by the City
Clerk, or in such manner as may be permitted by law. The signatures of the Mayor or the City
Clerk on the Bonds may be manual or facsimile signature. In case any one or more of the officers
who shall have signed or sealed any of the Bonds shall cease to be such officer before the Bonds
so signed and sealed have been actually sold and delivered, such Bonds may nevertheless be sold
and delivered as herein provided and may be issued as if the person who signed or sealed such
Bonds had not ceased to hold such office. Any of the Bonds may be signed and sealed on behalf
of the City by such person as at the actual time of 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.
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The Bonds shall bear thereon a certificate of registration and authentication, in the form
set forth in Section 10 hereof, executed manually by the Registrar. Only such Bonds as shall bear
thereon such certificate of registration and authentication shall be entitled to any right or benefit
under this Resolution and no Bond shall be valid or obligatory for any purpose until such
certificate of registration and authentication shall have been duly executed by the Registrar. Such
certificate of the Registrar upon any Bond executed on behalf of the City shall be conclusive
evidence that the Bond so authenticated has been duly registered and authenticated and delivered
under this Resolution and that the holder thereof is entitled to the benefits of this Resolution.
SECTION 8. NEGOTIABILITY, REGISTRATION AND CANCELLATION. At
the option of the registered holder of any Bond and upon surrender thereof at the designated
corporate trust office of the Registrar, with a written instrument of transfer satisfactory to the
Registrar duly executed by the registered holder of a Bond or his duly authorized attorney and
upon payment by such holder of any charges which the Registrar or the City may make as
provided in this Section, the Bonds may be exchanged for Bonds of the same series and maturity
of any other authorized denominations.
The Registrar shall keep books for the registration of Bonds and for the registration of
transfers of Bonds. The Bonds shall be transferable by the registered holder thereof in person or
by his attorney duly authorized in writing only upon the books of the City kept by the Registrar
and only upon surrender thereof together with a written instrument of transfer satisfactory to the
Registrar duly executed by the registered holder or his duly authorized attorney. Upon the
transfer of any such Bond, the City shall issue in the name of the transferee a new Bond or
Bonds.
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The City, the Registrar and the Paying Agent shall deem and treat the person in whose
name any Bond shall be registered upon the books kept by the Registrar as the absolute holder of
such Bond, whether such Bond shall be overdue or not, for the purpose of receiving payment of,
or on account of, the principal of, premium, if any, and interest on such Bond as the same.
become due and for all other purposes. All such payments so made to any such holder or upon
his order shall be valid and effectual to satisfy and discharge the liability upon such Bond to the
extent of the sum or sums so paid, and neither the City, the Registrar nor the Paying Agent shall
be affected by any notice to the contrary.
In all cases in which the
exercised, the City shall execute
privilege of exchanging Bonds or
and the Registrar shall authenticate
transferring Bonds is
and deliver Bonds in
accordance with the provisions of this Resolution. All Bonds surrendered in any such exchanges
or transfers shall forthwith be delivered to the Registrar and cancelled by the Registrar in the
manner provided in this Section. There shall be no charge for any such exchange or transfer of
Bonds, but the City or the Registrar may require the payment of a sum sufficient to pay any tax,
fee or other governmental charge required to be paid with respect to such exchange or transfer.
Neither the City nor the Registrar shall be required (a) to transfer or exchange Bonds for a period
commencing on the Record Date and ending on the next ensuing interest payment date for such
Bonds or 15 days next preceding any selection of Bonds to be redeemed or thereafter until after
the mailing of any notice of redemption; or (b) to transfer or exchange any Bonds called for
redemption. However, if less than all of a Bond is redeemed or defeased, the City shall execute
and the Registrar shall authenticate and deliver, upon the surrender of such Bond, without charge
to the Bondholder, for the unpaid balance of the principal amount of such Bond so surrendered, a
registered Bond in the appropriate denomination.
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All Bonds paid or redeemed, either at or before maturity shall be delivered to the
Registrar when such payment or redemption is made, and such Bonds, together with all Bonds
that may be purchased by the City, shall thereupon be promptly cancelled. Bonds so cancelled
may at any time be destroyed by the Registrar, who shall execute a certificate of destruction in
duplicate by the signature of one of its authorized officers describing the Bonds so destroyed,
and one executed certificate shall be filed with the City and the other executed certificate shall be
retained by the Registrar.
SECTION 9. BONDS MUTILATED, DESTROYED, STOLEN OR LOST. In case
any Bond shall become mutilated, destroyed, stolen or lost, the City may execute and the
Registrar shall authenticate and deliver a new Bond of like date, maturity, denomination and
interest rate as the Bond so mutilated, destroyed, stolen or lost; provided that, in the case of any
mutilated Bond, such mutilated Bond shall first be surrendered to the City and, in the case of any
lost, stolen or destroyed Bond, there shall first be furnished to the City and the Registrar
evidence of such loss, theft, or destruction satisfactory to the City and the Registrar, together
with indemnity satisfactory to them. In the event any such Bond shall be about to mature or have
matured or have been called for redemption, instead of issuing a duplicate Bond, the City may
pay the same without surrender thereof. The City and the Registrar may charge the holder of
such Bond their reasonable fees and expenses in connection with this transaction. Any Bond
surrendered for replacement shall be cancelled in the same manner as provided in Section 8 of
this Resolution.
Any such duplicate Bonds issued pursuant to this Section shall constitute additional
contractual obligations on the part of the City, 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
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proportionate benefits and rights as to lien on and source and security for pa);ment with all other
Bonds issued hereunder.
SECTION 10. FORM OF BONDS. The text of the Bonds shall be of substantially the
following tenor, with such omissions, insertions and variations as may be necessary and
desirable:
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(Face of Bond)
No.
UNITED STATES OF AMERICA
STATE OF FLORIDA
PALM BEACH COUNTY
CITY OF DELRAY BEACH
GENERAL OBLIGATION REFUNDING BOND
SERIES 2002
(Decade of Excellence Program)
Interest Rate Maturity Date Dated Date CUSIP
$ ,000
Registered Owner:
Principal Amount:
KNOW ALL MEN BY THESE PRESENTS, that City of Delray Beach, Florida, a
municipal corporation created and existing under and by virtue of the laws of the State of Florida
(the "City"), hereby acknowledges itself to be indebted, and for value received, hereby promises
to pay the Registered Owner or registered assigns on the Maturity Date specified above, from the
sources hereinafter mentioned, upon the presentation and surrender hereof at the designated
corporate trust office of as paying agent (said
and any bank or trust company becoming successor paying agent
being herein called the "Paying Agent"), the Principal Amount stated above together with
interest thereon at the Interest Rate payable on the first day of and of
each year commencing Interest on this Bond (except for Holders of at least $1,000,000 in
aggregate principal amount of bonds, who may receive payment of interest by wire transfer in
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the manner provided in the herein referred to Resolution) is payable by check or draft of the
Paying Agent made payable to the Registered Owner and mailed to the address of the Registered
Owner as such name and address shall appear on the registration books of the City initially
maintained by. ., as registrar (said and any bank
or trust company becoming successor registrar being herein called the "Registrar") at the close of
business on the fifteenth day of the calendar month preceding each interest payment date or the
date on which the principal of a Bond is to paid (the "Record Date"); provided, however, that if
and to the extent there is a default in the payment of the interest due on such interest payment
date, such defaulted interest shall be paid to the persons in whose name Bonds are registered on
the registration books of the City maintained by the Registrar at the close of business on the
fifteenth day prior to a subsequent interest payment date established by notice mailed by the
Registrar to the registered owner not less than the tenth day preceding such subsequent interest
payment date. Such, interest shall be payable from the most recent interest payment date next
preceding the date of registration to which interest has been paid, unless the date of registration
is an 1 or 1 to which interest has been paid, in which case from the
date of registration, or unless the date of registration is prior to ., 2002, in which
case from ., 2002, or unless the date of registration is between a Record Date and
the next succeeding interest payment date, in which case from such interest payment date. The
Principal Amount and accrued interest thereon is payable in any coin or currency of the United
States of America, which, on the date of payment thereof, shall be legal tender for the payment
of public and private debts.
This bond is one of an issue of bonds in the aggregate principal amount of not exceeding
$ ., of like date, tenor and amount, except as to the number, date of maturity and
\\wpb-srv01\SANFORDS~399705v05\l 1/25/02\16787 011000 1 7 Resolution No. 91-02
interest rate, issued by Delray Beach, Florida, for the purpose of paying and defeasing all or a
portion of the City's General Obligation Bonds, Series 1993 A (Decade of Excellence Program)
and the City's General Obligation Refunding Bonds, Series 1993 B (Decade of Excellence
Program), under the authority of and in full compliance with the Constitution and statutes of the
State of Florida, including Chapter 166, Florida Statutes, as amended and supplemented, the City
Charter of Delray Beach, as amended and supplemented, and other applicable provisions of law
and pursuant to a resolution (the "Resolution") duly adopted by the City Commission of Delray
Beach, Florida, authorizing the issuance of the bonds.
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 other purposes have the same effect as if set
forth on the front side hereof.
It is hereby certified and recited that all acts, conditions and things required to exist, to
happen and to be performed precedent to and in the issuance of this bond, exist, have happened
and have been performed in regular and due form and time as required by the laws and
Constitution of the State of Florida applicable thereto, and that the issuance of this bond and of
the bonds of the issue of which this bond is one does not violate any constitutional or statutory
debt limitation or provision; that due provision has been made for the levy and collection of a
direct annual tax in addition to all other taxes, upon all the taxable property within the City
sufficient to pay the principal of and interest on said bonds as the same shall mature and become
due, and that the full faith and credit of Delray Beach, Florida, are hereby irrevocably pledged
for the punctual payment of the principal of and interest on this bond, as the same shall become
due and payable.
\\wpb-srv01\SANFORDS\399705v05\I 1/25/02\16787 011000 18 Resolution No. 91-02
IN WITNESS WHEREOF, Delray Beach, a municipal corporation of the State of
Florida, has caused this bond to be signed by its Mayor either manually or with his facsimile
signature, and the seal of said City or a facsimile thereof, to be affixed hereto, or lithographed,
impressed, imprinted or otherwise reproduced hereon, attested by the City Clerk of said City-
either manually or with her facsimile signature, all as of the Dated Date.
(SEAL) CITY OF DELRAY BEACH, FLORIDA
ATTEST:
Mawr
City Clerk
\\wpb-srv01\SANFORDSX399705v05\I 1/25/02\16787 011000 1 9 Resolution No. 91-02
(FORM OF CERTIFICATE OF REGISTRATION AND AUTHENTICATION)
This bond is one of the bonds delivered pursuant to the within mentioned Resolution of
the City Commission of Delray Beach, Florida.
Date of
Authentication:
as Registrar
By:
Authorized Officer
\\wpb-srv01\SANFORDS~399705v05\l 1/25/02\16787 01 I000 20 Resolution No. 91-02
(Back of Bond)
(Insert Applicable Redemption Provisions)
The original registered owner, and each successive registered owner of this bond shall be
conclusively deemed to have agreed and consented to the following terms and conditions:
(1) The Registrar shall keep books for the registration of bonds and for the
registration of transfers of bonds as provided in the Resolution. The bonds shall be transferable
by the registered owner thereof in person or by his attorney duly authorized in writing only upon
the books of the City kept by the Registrar and only upon surrender hereof together with a
written instrument of transfer satisfactory to the Registrar duly executed by the registered owner
or his duly authorized attorney. Upon the transfer of any such bond, the City shall issue in the
name of the transferee a new bond or bonds.
(2) The City, the Paying Agent and the Registrar shall deem and treat the person in
whose name any bond shall be registered upon the books kept by the Registrar as the absolute
owner of such bond, whether such bond shall be overdue or not, for the purpose of receiving
payment of, or on account of, the principal of and interest on such bond as the same becomes
due, and for all other purposes. All such payments so made to any such registered owner or upon
his order shall be valid and effectual to satisfy and discharge the liability upon such bond to the
extent of the sum or sums so paid, and neither the City, the Paying Agent, nor the Registrar shall
be affected by any notice to the contrary.
(3) At the option of the registered owner thereof and upon surrender hereof at the
designated corporate trust office of the Registrar with a written instrument of transfer satisfactory
to the Registrar duly executed by the registered owner or his duly authorized attorney and upon
payment by such registered owner of any charges which the Registrar or the City may make as
\\wpb-srv01\SANFORDS\399705v05\l 1/25/02\16787 011000 2 1 Resolution No. 91-02
provided in the Resolution, the bonds may be exchanged for bonds of the same series and
maturity of any other authorized denominations.
(4) In all cases in which the privilege of exchanging bonds or transferring bonds is
exercised, the City shall execute and the Registrar shall authenticate and deliver bonds in
accordance with the provisions of the Resolution. There shall be no charge for any such
exchange or transfer of bonds, but the City or the Registrar may require payment of a sum
sufficient to pay any tax, fee or other governmental charge required to be paid with respect to
such exchange or transfer. Neither the City nor the Registrar shall be required (a) to transfer or
exchange bonds for a period commencing on a Record Date and ending on the next ensuing
interest payment date for such bonds or 15 days next preceding any selection of bonds to be
redeemed or thereafter until after the mailing of any notice of redemption; or (b) to transfer or
exchange any bonds called for redemption. However, if less than all of a Bond is redeemed or
defeased, the City shall execute and the Registrar shall authenticate and deliver, upon the
surrender of such Bond, without charge to the Bondholder, for the unpaid balance of the
principal amount of such Bond so surrendered, a registered Bond in the appropriate
denomination.
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 registration and authentication
hereon shall have been signed by an authorized officer of the Registrar.
\\wpb-srv01\SANFORDSX399705v05\l 1/25/02\16787 011000 22 Resolution No. 91-02
ASSIGNMENT AND TRANSFER
FOR VALUE RECEIVED the undersigned sells; assigns and transfers unto
(please print or typewrite name and address of transferee)
the within bond and all rights thereunder, and hereby irrevocably constitutes and appoints
Attorney to transfer the within' bond on the books kept for registration thereof, with full power
of substitution in the premises.
Dated:
In the presence off
\\wpb-srv01\SANFORDS\399705v05\l 1/25/02\16787 011000 23 Resolution No. 91-02
SECTION 11. APPLICATION OF BOND PROCEEDS. The accrued interest derived
from the sale of the Bonds, if any, shall be deposited in the Interest Account, hereinafter created
and established and used for the purpose of paying the interest on the Bonds as the same
becomes due and payable.
From the proceeds of the sale of the Bonds an amount which together with any other
moneys lawfully available therefor, if any, shall be deposited in one or more escrow deposit trust
funds to be held by a bank or trust company, as trustee and escrow agent, under the terms and
provisions of the Escrow Deposit Agreement and such proceeds shall be held irrevocably in trust
in such escrow deposit trust fund(s) under the terms and provisions of the Escrow Deposit
Agreement; such moneys (except for any open cash balances) shall be invested at the time of
deposit in U. S. Obligations, which U. S. Obligations and all investment earnings thereon,
together with such cash balances, shall provide moneys which will be sufficient to pay the
Refunded Bonds in the manner provided-in the resolutions authorizing the issuance of the
Refunded Bonds and the Escrow Deposit Agreement.
The remaining proceeds of such sale shall be deposited in a Costs of Issuance Cost
Account, hereby created and established, to be held by the City and used for the purpose of
paying any legal expenses, expenses for fiscal agents or financial services, the costs associated
with the purchase and subsequent management of the U.S. Obligations, expenses in connection
with the performance o£ the duties of the escrow agent under the provisions of the Escrow
Deposit Agreement and such other expenses as may be necessary or incidental and incurred by
the City in connection with the issuance o£the Bonds.
The proceeds o£ the sale o£ the Bonds (other than amounts deposited in the Escrow
Deposit Agreement) shall be and constitute trust funds £or the purposes hereinabove provided
X\wpb-srv01\SANFORDS\399705v05\l 1/25/02\16787 011000 24 Resolution No. 91-02
and there is hereby created a lien upon such moneys, until so applied, in favor of the Holders of
said Bonds.
SECTION 12. SECURITY FOR THE BONDS. That in each year while any of the
Bonds are outstanding and unpaid, there shall be levied and collected a tax on all the taxable
property within the City sufficient to pay the interest on the Bonds as it becomes due, and to
provide for the payment of the principal and redemption premium, if any, of said Bonds at their
maturity or earlier redemption, and the City is, and shall be irrevocably and unconditionally
obligated to levy and collect such ad valorem taxes without limitation as to rate or amount on all
the taxable property within the City, sufficient in amount to pay all principal of, redemption
premium, if any, and interest on said Bonds, as the same shall become due.
SECTION 13. COVENANTS OF THE CITY. As long as any of the principal of or
interest on any of the Bonds shall be Outstanding and unpaid, or until there shall have been set
apart in the Sinking Fund, consisting of the Interest Account and Principal Account, herein
created and established, a sum sufficient to pay, when due, the entire principal of the Bonds
remaining unpaid, together with interest accrued and to accrue thereon, or until the provisions of
Section 13.D of this Resolution have been complied with, the City covenants with the Holders of
any and all of the Bonds issued pursuant to the Resolution as follows:
A. TAX COVENANT.
1. The City covenants to comply with each requirement of the Code, and anY
successor provisions thereto, necessary to maintain the exclusion of the interest on the Bonds
from gross income for Federal income tax purposes pursuant to Section 103(a) of the Code. In
furtherance of the covenant contained in the preceding sentence, the City agrees to comply with
the provisions of the Tax Certificate.
\\wpb-srv01\SANFORDS\399705v05\l 1/25/02\16787 011000 25 Resolution No. 91-02
2. The City shall make any and all payments required to be made to the
United States Department of the Treasury in connection with the Bonds pursuant to Section
148(0 of the Code from amounts on deposit in the fund and accounts established under this
Resolution and available therefor.
3. Notwithstanding any other provision of this Resolution to the contrary, as
long as necessary in order to maintain the exclusion of interest on the Bonds from gross income
for federal income tax purposes, the covenants contained in this Section shall survive the
payment of the Bonds, including any payment or defeasance thereof pursuant to Section 13.D
this Resolution.
B. AD VALOREM TAX. In each year, while any of the Bonds are
outstanding and unpaid, the City covenants that there shall be levied and collected a tax on all the
taxable property within the City sufficient to pay the interest on the Bonds as it becomes due, and
to provide for the payment of the principal of said Bonds and redemption premium, if any, when
due and payable, and the City is, and shall be irrevocably and unconditionally obligated to levy
and collect such ad valorem taxes without limitation as to rate or amount on all the taxable
property within the City, sufficient in amount to pay all principal of and redemption premium, if
any, and interest on said Bonds as the same shall become due and payable.
C. CREATION AND ESTABLISHMENT OF A SINKING FUND AND
VARIOUS ACCOUNTS AND THE DISPOSITION OF MONEYS. There are hereby created
and established the following fund and accounts:
THE "SINKING FUND"
All of the moneys raised by the City from the ad valorem taxes on the taxable property
within the City for the purpose of paying the principal of and redemption premium, if any, and
\~wpb-srv01\SANFORDS\399705v05\l 1/25/02\16787 011000 26 Resolution No. 91-02
interest on the Bonds herein authorized shall be deposited by the City in a special fund to be
known as the "Sinking Fund" which is hereby created and established. The moneys in said
Sinking Fund shall be used solely for the payment of the principal of and redemption premium, if
any, and interest on said Bonds as the same become due and payable and the registered owners
of said Bonds shall have a first lien on all such moneys in the Sinking Fund until paid and
applied in the manner permitted in this Resolution.
There are also hereby created and established two (2) separate accounts in the Sinking
Fund to be known as the "Interest Account" and the "Principal Account."
The moneys at any time on deposit in the Sinking Fund disposed of only in the following
manner:
1.
Moneys shall first be used; to the full extent necessary, for deposit into the
Interest Account in the Sinking Fund to pay interest becoming due on the Bonds'on the next
semiannual interest payment date; provided, however, that deposits for interest shall not be
required to be made into the Interest Account to the extent that money on deposit therein is
sufficient for such purpose.
2. Moneys shall next be used, to the full extent necessary, for deposit into the
Principal Account in the Sinking Fund to provide for the required principal amount maturing and
becoming due on the next principal payment date; provided, however, that deposits for principal
shall not be required to be made into the Principal Account to the extent that money on deposit
therein is sufficient for such purpose.
The City shall, to the extent of any moneys in any term Bond subaccount within
the Principal Account, be mandatorily obligated to use such moneys for the redemption
\\wpb-srv01 \SANFORDS\399705v05\I 1/25/02\16787 011000 27 Resolution No. 91-02
discharged and extinguished, and the Holders thereof shall be entitled for payment solely out of
the moneys or securities so deposited.
Notwithstanding the foregoing, in the event that the payment or deposit in the amount
and manner provided in this Resolution has been made by the Bond Insurer, if any, under the
terms of a Bond Insurance Policy, the Bond Insurer shall be subrogated to the rights of the
Holders of the Bonds, and the liability of the City, with respect thereto, shall not be discharged or
extinguished.
Notwithstanding any provisions contained in this Section 13.D to the contrary, the City
may, with an opinion of nationally recognized bond counsel, purchase such Bonds that have been
deemed discharged and satisfied within the meaning of this Section 13.D and thereby be
permitted to use such excess moneys, resulting from such purchase, free and clear of any trust,
lien, security interest, pledge or assignment securing said Bonds.
SECTION 14. RULE 15C2-12 UNDERTAKING. That in order to assist the
initial purchasers of the Bonds with respect to compliance with the Rule, the City undertakes and
agrees to provide the information described below to the persons so indicated. The City's
Undertaking set forth in this Section 14 shall be for the benefit of the registered owners and
Beneficial Owners of the Bonds.
A. The City undertakes and agrees to provide to each NRMSIR and to the
State of Florida information depository (herein, the "SID") if and when such a SID is created (i)
the City's general purpose financial statements generally consistent with the financial statements
presented in Appendix B to the official statement relating to the Bonds (herein the "Official
Statement"), and (ii) the information concerning the ad valorem tax collections within the City
generally consistent with the information set forth in the Official Statement under the heading
\\wpb-srv0IXSANFORDSX399705v05\I 1/25/02\16787 011000 30 Resolution No. 91-02
"SECURITY FOR THE SERIES 2002 BONDS." The information referred to in clauses (i) and
(ii) is herein collectively referred to as the "Annual Information."
B. The Annual Information described in clause (i) of paragraph A above in
audited form (for as long as the City provides such financial information in audited form) is
expected to be available on or before March 31 of each year for the Fiscal Year ending on the
preceding September 30, commencing March 31, 2003 for the Fiscal Year ending on the
preceding September 30, 2002. The Annual Information referred to in clause (i) of paragraph A
above in unaudited form (if the audited financial statements are not available or if the City no
longer provides such financial information in audited form) will be available on or before
March 31 for the Fiscal Year ending on the preceding September 30. The City also agrees to
provide the Annual Information to each registered owner and Beneficial Owner of the Bonds
who request such information and pays to the City its costs of reproduction and transmission of
such Annual Information. The City agrees to provide to each NRMSIR and the SID, if any,
timely notice of its failure to provide the Annual Information. Such notice shall also indicate the
reason for such failure and when the City reasonably expects such Annual Information will be
available.
C. The Annual Information referred to in clause (i) of paragraph A above and
presented as an appendix to the Official Statement has been prepared in accordance with
governmental accounting standards promulgated by the Government Accounting Standards
Board, as in effect from time to time, as such principles are modified by generally accepted
accounting principles, promulgated by the Financial Accounting Standards Board, as in effect
from time to time, and such other State mandated accounting principles as in effect from time
to time.
\\wpb-srv01 \SANFORDS\399705v05\l 1/25/02\16787 011000 31 Resolution No. 91-02
D. If, as authorized by paragraph F below, the City's undertaking with
respect to paragraph C above requires amending, the City undertakes and agrees that the Annual
Information described in clause (i) of paragraph A above for the Fiscal Year in which the
amendment is made will, to the extent possible, present a comparison between the Annual
Information prepared on the basis of the new accounting principles and the Annual Information
prepared on the basis of the accounting principles described in paragraph C above. The City
agrees that such a comparison will, to the extent possible, include a qualitative discussion of the
differences in the accounting principles and the impact of the change on the presentation of the
Annual Information.
E. The City undertakes and agrees to provide, in a timely manner, to each
NRMSIR or to the Municipal Securities Rulemaking Board and to the SID, if any, notice of the
occurrence of any of the following events with respect to the Bonds, if material:
2.
3.
4.
principal and interest payment delinquencies;
non-payment related defaults;
unscheduled draws on any reserve account reflecting financial difficulties;
unscheduled draws on credit enhancements reflecting financial
difficulties;
substitution of credit or liquidity providers, or their failure to perform;
adverse tax opinions or events affecting the tax-exempt status of the
Bonds;
modifications to rights of Bondholders;
Bond calls (other than scheduled mandatory sinking fund redemptions);
defeasance of the Bonds;
\\wpb-srv01\SANFORDS~399705v05\l 1/25/02\16787 011000 32 Resolution No. 91-02
10. release, substitution, or sale of property securing repayment of the Bonds;
11. rating changes; and
12. any failure to comply with the provisions of this Section 14, which in all
cases, such failure will be deemed material.
Notwithstanding the foregoing, notice of the events described in clauses (8) and (9)
above need not be given any earlier than the time notice is required to be given to the registered
owners of the Bonds.
F. Notwithstanding any other provision of this Resolution or the Bond
Resolution to the contrary regarding amendments or supplements, the City undertakes and agrees
to amend and/or supplement this Section 14 (including the amendments referred to in
paragraph D above) only iff
1. The amendment or supplement is made only in connection with a change
in circumstances existing at the time the Bonds were originally issued that
arises from (i) a change in law, (ii) SEC pronouncements or
interpretations, (iii) a judicial decision affecting the Rule or (iv) a change
in the nature of the City's financial condition.
2. The City's Undertaking, as amended, would have complied with the
requirements of the Rule at the time the Bonds were originally issued after
taking into account any amendments or interpretations of the Rule, as well
as any change in circumstances; and
3. The amendment or supplement does not materially impair the interests of
the registered owners and Beneficial Owners of the Bonds as determined
by Bond Counsel or by a majority of the registered owners of the Bonds.
\\wpb-srv01\SANFORDSk399705v05\l 1/25/02\16787 011000 33 Resolution No. 91-02
In the event of an amendment or supplement under this Section 14, the City shall
describe the same in the next report of Annual Information and shall include, as applicable, a
narrative explanation of the reason for the amendment or supplement and its impact, if any, on
the financial information and operating data being presented in the Annual Information.
G. The City's Undertaking as set forth in this Section 14 shall terminate if
and when the Bonds are paid or deemed paid within the meaning of this Resolution.
H. The City acknowledges that its Undertaking pursuant to the Rule set forth
in this Section 14 is intended to be for the benefit of the registered holders and Beneficial
Owners of the Bonds and shall be enforceable by such holders and Beneficial Owners; provided
that, the holder's and Beneficial Owners' right to enforce the provisions of this Undertaking shall
be limited to a right to obtain specific enforcement of the City's obligations hereunder, and any
failure by the City to comply with the provisions of this Undertaking shall not be or constitute a
covenant or monetary default with respect to the Bonds under this Resolution.
I. The City reserves the right to satisfy its obligations under this Section 6
through agents; and the City may appoint such agents without the necessity of amending this
Resolution. The City may also appoint one or more employees of the City to monitor and be
responsible for the City's Undertaking hereunder.
SECTION 15. MODIFICATION OR AMENDMENT. Except as otherwise provided
in the second paragraph hereof, no material modification or amendment of this Resolution, or of
any resolution amendatory thereof or supplemental thereto, may be made without the consent in
writing of the Holders of two-thirds or more in principal amount of the Bonds then Outstanding;
provided, however, that no modification or amendment shall permit a change in the maturity of
such Bonds or a reduction in the rate of interest thereon, or affecting the unconditional promise
\\wpb-srv01\SANFORDS\399705v05\l 1/25/02\[6787 011000 34 Resolution No. 91-02
of the City to levy, assess and collect an ad valorem tax without limitation as to rate or amount
upon all taxable property in the City or to pay the interest of and principal on the Bonds, as the
same mature or become due, from said ad valorem tax, or reduce the percentage of Holders of
Bonds required above for such modification or amendments, without the consent of the Holders
of all the Bonds.
This Resolution may be amended, changed, modified and altered without the consent of
the Holders of Bonds, (i) to cure any ambiguity, correct or supplement any provision contained
herein which may be defective or inconsistent with any other provisions contained herein, (ii) to
implement a book-entry system of registration, (iii) to provide other changes which will not
adversely affect the interest of such Holders of Bonds, or (iv) to amended the Undertaking
pursuant to Section 14 hereof.
For purposes of this Section 15, to the extent the Bonds are insured by a Bond Insurance
Policy and such Bonds are then rated in as high a rating category in which such Bonds were rated
at the time of initial issuance and delivery thereof, by both Standard & Poor's and Moody's
Investors Service, Inc., then the consent of the Bond Insurer may constitute the consent of the
Holders of the Bonds, provided such Bond Insurer agrees to give consent under such
circumstances and is not in default under the Bond Insurance Policy.
SECTION 16. SEVERABILITY OF INVALID PROVISIONS. If any one or more
of the covenants, agreements or provisions of this Resolution should be held contrary to any
express provision of law or contrary to the 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
\\wpb-srv01 \SANFORDS\399705v05\I 1/25/02\16787 011000 35 Resolution No. 91o02
remaining covenants, agreements or provisions, and shall in no way affect the validity of any of
the other provisions of the Resolution or of the Bonds or coupons issued hereunder.
SECTION 17. SALE OF BONDS. The Bonds shall be issued and sold at one time or
from time to time, in such manner and at such price or prices consistent with the provisions of
the Act and the requirements of the Commission as shall hereafter be determined by subsequent
proceedings.
SECTION 18. REMEDIES. Any Bondholder, to the full extent permitted by the laws
of the State of Florida or the United States of America, may sue to protect and enforce any and
all legal rights; to seek the appointment of a receiver, and to enforce and compel the performance
of all duties required by this Resolution.
SECTION 19. EFFECTIVE DATE. This Resolution shall take effect upon the
passage in the manner provided by law.
Passed and adopted in regular session this 3rd day of December, 2002.
(SEAL)
ATTEST:
City Clerk
CITY OF DELRAY BEACH, FLORIDA
The foregoing Resolution and bond form is
hereby approved by me as to form, language
and ex.5~ution, this 3rd day of December,
B
City Attorney ~'
\\wpb-srv01\SANFORDS\399705v05\l 1/25/02\16787 01 I000 36 Resolution No. 91-02
remaining covenants, agreements or provisions, and shall in no way affect the validity of any of
the other provisions of the Resolution or of the Bonds or coupons issued hereunder.
SECTION 17. SALE OF BONDS. The Bonds shall be issued and sold at one time or
from time to time, in such manner and at such price or prices consistent with the provisions of
the Act and the requirements of the Commission as shall hereaRer be determined by subsequent
proceedings.
SECTION 18. REMEDIES. Any Bondholder, to the full extent permitted by the laws
of the State of Florida or the United States of America, may sue to protect and enforce any and
all legal rights; to seek the appointment of a receiver, and to enforce and compel the performance
of all duties required by this Resolution.
SECTION 19. EFFECTIVE DATE. This Resolution shall take effect upon the
passage in the manner provided by law.
Passed and adopted in regular session this 3rd day of December, 2002.
(SEAL)
CITY OF DELRAY BEACH, FLORIDA
ATTEST:
By:
City Clerk
The foregoing Resolution and bond form is
hereby approved by me as to form, language
and execution, this 3rd day of December,
2002.
By:
City Attomey
\\wpb-srv01\SANFORDS\399705v05\l 1/25/02\16787 011000 36 Resolution No. 91-02
To:
From:
Subject:
Date:
MEMORANDUM
City Commission
David T. Harden, City Manager~K)~
Resolution # 90-02, 91-02, and 92-02
November 25, 2002
In connection with proposed bond refundings, I recommend approval of the attached
Resolution# 90-02, #91-02, and #92-02. A brief description of each resolution is as
follows:
Resolution #90-02
Resolution #90-02 authorizes the issuance and negotiated sale of up to $16,500,000 in
Utility Tax Bonds. The proposed bonds will be issued for the purpose of refunding or
refinancing City of Delray Beach Bonds, Series 1992, 1994, 1995, 1996, and 1998.
The resolution stipulates that certain parameters must be met in order to effectuate the
sale. These parameters are 1 .) the true interest cost does not exceed 5% per annum,
2.) the Underwriter's fee or discount paid is not more than $6.00 per thousand of the
original principal amount of the Bonds, 3.) the principal amount does not exceed
$16,500,000, 4.) the final maturity of the Bonds does not extend beyond June 1, 2016
and 5.) the net present value savings for paying and defeasing a portion of the
Refunded Bonds shall not be less than three percent (3%), The resolution also
authorizes the Mayor, or in his absence, the Vice-Mayor, to execute the documents to
effectuate the sale if these parameters have been met.
RESOLUTION #91-02 and #92-02
Resolution #91-02 authorizes the issuance of up to $18,000,000 in General Obligation
Bonds. The Bonds will be issued for the purpose of refunding the outstanding General
Obligation Bonds, Series A & B. The resolution provides for the form and terms of the
bonds as well as provides for City's undertaking regarding secondary market disclosure
as required by the Securities and Exchange Commission.
Resolution #92-02 authorizes the negotiated sale and sets the parameters to effectuate
the sale. The parameters are 1.) the principal amount does not exceed $18,000,000, 2.)
the true interest cost does not exceed 5%, 3.) the final maturity is not later than
February 1, 2013, 4.) the underwriter's discount is not greater than $6.00 per $1,000 of
the principal amount of the bonds and the 5.) the net present value savings for paying
and defeasing the refunded bonds is not less than 3%. The resolution also authorizes
the Mayor, or in his absence, the Vice-Mayor, to execute documents to effectuate the
sale of bonds.
MEMORANDUM
To:
David T. Harden, City Manager
From:
Joseph M. Safford, Director of Finance
Subject:
Resolution # 90-02, 91-02, and 92-02
Date:
November 25, 2002
We have attached for Commission approval Resolution# 90-02, #91-02, and #92-02. A
brief description of each resolution is as follows:
Resolution #90-02
Resolution #90-02 authorizes the issuance and negotiated sale of up to $16,500,000 in
Utility Tax Bonds. The proposed bonds will be issued for the purpose of refunding or
refinancing City of Delray Beach Bonds, Series 1992, 1994, 1995, 1996, and 1998.
The resolution stipulates that certain parameters must be met in order to effectuate the
sale. These parameters are 1.) the true interest cost does not exceed 5% per annum,
2.) the Underwriter's fee or discount paid is not more than $6.00 per thousand of the
original principal amount of the Bonds, 3.) the principal amount does not exceed
$16,500,000, 4.) the final maturity of the Bonds does not extend beyond June 1, 2016
and 5.) the net present value savings for paying and defeasing a portion of the
Refunded Bonds shall not be less than three percent (3%). The resolution also
authorizes the Mayor, or in his absence, the Vice-Mayor, to execute the documents to
effectuate the sale if these parameters have been met.
Total net present value savings, which takes into consideration the time value of money,
is estimated at $931,000 over the term of the bonds or 6.07% of the refunded bonds.
RESOLUTION #91-02 and #92-02
Resolution #91-02 authorizes the issuance of up to $18,000,000 in General Obligation
Bonds. The Bonds will be issued for the purpose of refunding the outstanding General
Obligation Bonds, Series A & B. The resolution provides for the form and terms of the
bonds as well as provides for City's undertaking regarding secondary market disclosure
as required by the Securities and Exchange Commission.
Resolution #92-02 authorizes the negotiated sale and sets the parameters to effectuate
the sale. The parameters are 1 .) the principal amount does not exceed $18,000,000, 2.)
the true interest cost does not exceed 5%, 3.) the final maturity is not later than
February 1,2013, 4.) the underwriter's discount is not greater than $6.00 per $1,000 of
the principal amount of the bonds and the 5.) the net present value savings for paying
and defeasing the refunded bonds is not less than 3%. The resolution also authorizes
the Mayor, or in his absence, the Vice-Mayor, to execute documents to effectuate the
sale of bonds.
Total net present value savings is estimated at $738,000 over the term of the bonds or
4.35% of the refunded bonds.
A presentation from Public Financial Management, the City's financial advisor, will
precede the motion to approve the above referenced resolutions. PFM will explain the
background and discuss expected results relative to refunding or refinancing of the
City's prior bond issues.
Request to be placed on:
x
Regular Agenda
When: December 3, 2002
Agenda Item No.:
AGENDA REQUEST
Date:
Special Agenda
11/25/02
Workshop Agenda
Description of agenda item (who., what, where, how much):
., Approve Resolution # 90.-fl2 m,,vhn~!n§ the i_~suancc and ~egotiated ~al= of up to
$16,500.000 in ITr414r~ w=~ n~= Apprcvc .... ~ ...... a .... auth~ z
' -~ ....................... ~r~-u~ i lng ~he
-- ~ ...................... ~=~zv. Refunding Bonds. Approve
'- ~ ........................ ~ ~-= n=~uLi~L~d sale of [he ueneral Obligation Refunding
O~i~4CE/ ~SOLUTION ~QUI~D: YE~/N~~ D~aft Attached: YES/NO
Bonds and to set the parameters to effectuate the sale.
Recommendation:
Department Head Signature:
Determination of Consistency with Comprehensive Plan:
City Attorney Review/ Recommendation (if applicable):
Budget Director
of funds):
Review (required on all items involving expenditure
Funding available: YES/ NO
Funding alternatives:
Account No. & Description:
Account Balance:
(if applicable)
City Manager Review:
Approved for agenda:Hold Until: ~/ NO~/~/1
Ag%nda Coordinator Review:
Received:
Action: Approved/Disapproved