HomeMy WebLinkAbout1989-019t 0
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INDIAN RIVER COUNTY, FLORIDA
RESOLUTION NO. 89- 19
A RESOLUTION OF INDIAN RIVER COUNTY, FLORIDA,
PROVIDING FOR THE ISSUANCE OF NOT EXCEEDING $7,500,000
WATER AND SEWER REVENUE REFUNDING BONDS, SERIES 1989,
OF THE COUNTY TO REFUND CERTAIN OUTSTANDING BONDS OF
THE COUNTY HERETOFORE ISSUED TO FINANCE THE COST OF
CONSTRUCTION OR ACQUISITION OF THE COMBINED WATER AND
SEWER SYSTEM OF THE COUNTY; PROVIDING FOR THE RIGHTS
OF THE REGISTERED OWNERS OF SAID BONDS; PROVIDING FOR
THE PAYMENT THEREOF; MAKING CERTAIN OTHER COVENANTS
AND AGREEMENTS IN CONNECTION WITH THE ISSUANCE OF SAID
BONDS; AND PROVIDING AN EFFECTIVE DATE.
BE IT RESOLVED BY THE BOARD
RIVER COUNTY, FLORIDA: OF COUNTY COMMISSIONERS OF INDIAN
SECTION 1. AUTHORITY FOR THIS RESOLUTION. This resolution is
adopted pursuant to Chapters 125 and 159, Florida Statutes (1987), as
amended, and other applicable provisions of law.
SECTION 2. DEFINITIONS. The following terms shall have the
following meanings in this Resolution, unless the context otherwise
clearly requires:
A. "Act" shall mean Chapters 125 and 159, Florida Statutes
(1987), as amended, and other applicable provisions of law.
B. "Additional Parity Bonds" shall mean additional bonds
issued in compliance with the terms, conditions and limitations contained
herein which have an equal lien on the Pledged Funds, as herein defined,
and rank equally in all respects with all other Bonds issued hereunder as
to lien and security for payment.
C. "Authorized Investments" shall mean those investments
specified in Section 125.31, Florida Statutes (1987), as amended.
D. "Board" shall mean the Board of County Commissioners of
Indian River County, Florida.
E. "Bonds" shall mean the Series 1989 Bonds together with any
Additional Parity Bonds hereafter issued hereunder.
F. "Bond Registrar" shall mean the Bond Registrar to be
determined by subsequent resolution of the Board.
C. "Consulting Engineers" shall mean such qualified and
recognized consulting engineers, having a nationwide and favorable
reputation for skill and experience in the construction and operation of
systems such as the System at the time retained by the County to perform
the acts and carry out the duties as herein provided for the Consulting
Engineers.
H. "Costs" shall mean all expenses necessary, appurtenant or
incidental to the acquisition or construction of any property, real,
personal or mixed, deemed necessary or desirable for carrying out the
purposes of the System, including, without intending to limit the
generality of the foregoing, the cost of any land or interest therein or
of any fixtures, equipment or personal property necessary or convenient
therefor; costs of acquiring any water or sewer system or other property
in place, or any undivided interest therein, which can be operated as part
of the System or which may be declared by resolution of the Board to be
part. of the System; engineering, legal and financing expenses; expenses
for estimates of costs and of revenues; expenses for surveys; the fees of
fiscal agents, financial advisors and consultants; administrative expenses
relating solely to such acquisition or construction; the capitalization of
interest for a reasonable period after the issuance of Bonds to finance
any portion of the Costs of such acquisition or construction; the creation
and establishment of reasonable reserves for debt service and operation
and maintenance; the discount on the sale of Bonds to finance any portion
of the Costs of such acquisition or construction; and such other costs and
expenses as may be necessary or incidental to such acquisition or
construction.
I. "County" shall mean Indian River County, Florida.
J. "Federal Securities" shall mean direct obligations of, or
obligations the principal of and interest on which are unconditionally
guaranteed by, the United States of America, which are not redeemable
prior to maturity at the option of the obligor.
K. "Fees in lieu of Franchise Fees" shall mean the fees paid by
the Utility Services Department of the County to the County in
consideration for the use of public streets and rights-of-way in the
County and to defray costs incident to the regulation by the County of the
services and facilities of the Utility Services Department of the County.
L. "Fiscal Year" shall mean the period beginning with and
including October 1st of each year and ending with and including the next
September 30th.
M. "Franchise Fees" shall mean the fees paid by water and/or
sewer utilities, other than the Utility Services Department of the County,
to the County in consideration for the use of public streets and rights-
of-way in the County and to defray costs incident to the regulation by the
County of the services and facilities of such utilities.
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N. "Government" shall mean the United States of America,
acting by and through the Farmers Home Administration, United States
Department of Agriculture.
0. "Gross Revenues" shall mean (1) all receipts and revenues of
the County derived from the imposition, collection and enforcement of
uniform water and sewer service rates, fees and charges for the use of and
the services furnished or to be furnished by the facilities constituting
the System, excluding Surcharges, Impact Fees, Special Assessments,
Franchise Fees and Fees in lieu of Franchise Fees; (2) such Surcharges,
Impact Fees and Special Assessments as the Board, by resolution, may
pledge specifically in connection with the Bonds; and (3) such other
revenues of the County as the Board, by resolution, may pledge
specifically in connection with the Bonds. "Gross Revenues" shall not
include, however, such receipts, revenues and funds as, from time to time,
may be released from the pledge created hereunder as permitted by Section
15 hereof.
P. "Impact Fees" shall mean the fees or charges imposed upon
new customers of the System to provide funds for the payment of all or a
Portion of the costs and expenses of additions, extensions and
improvements to the System made necessary by the inclusion of such new
customers.
Expenses. Q. "Net Revenues" shall mean the Gross Revenues less Operating
R.
ean
or accrued forthe"Operatingmaintenancem tpaid
operation, and repair he current
tallp facilities
constituting a part of the System, as determined in accordance with
generally accepted accounting methods, and shall include, without limiting
the generality of the foregoing, insurance premiums, administrative
expenses of the County related solely to the System, costs of labor,
materials and supplies used for such operation and charges for the
accumulation of appropriate reserves for current expenses not annually
recurrent but which are such as may reasonably be expected to be incurred
in accordance with such accepted accounting methods, but shall exclude
Payments into the Sinking Fund or the Reserve Account therein and any
allowances for depreciation or for renewals or replacements of capital
assets of the System.
S. "Operation and Maintenance Fund" shall mean the account
created pursuant to this Resolution for the purpose of receiving and
maintaining funds transferred from the Revenue Fund for the payment of
Operating Expenses.
T. "Original Bonds" shall mean the bonds of the County known as
the Water and Sewer Revenue Bonds, Series 1979, dated August 30, 1979, the
Water and Sewer Revenue Bonds, Second Series 1979, dated May 21, 1981, the
MW
Water Revenue Bonds, Series 1980 (South County Water System), dated
September 30, 1982, and the Water and Sewer Revenue Bonds, Series 1982,
dates. April 30, 1985.
U. "Paying Agent" shall mean the Paying Agent to be
determined by subsequent resolution of the Board.
V. "Pledged Funds" shall mean the Gross Revenues, together
with any other revenues and funds pledged in connection with the Bonds.
W. "Record Date" shall mean the 15th day of the month
immediately preceding an interest or other applicable payment date for the
Bonds.
X. "Registered Owner" or any similar term shall mean any
person who shall be the owner of any outstanding Bond or Bonds as shown on
the books of the County maintained by the Bond Registrar.
Y. "Renewal and Replacement Fund" shall mean the account
created pursuant to this Resolution into which funds shall be deposited as
herein provided for the purpose of providing funds for payment of the
costs and expenses of renewals and replacements to the System.
Z. "Revenue Fund" shall mean the account created pursuant to
this Resolution into which all Gross Revenues of the System shall be
deposited by the County.
AA. "Series 1989 Bonds" shall mean the Water and Sewer Revenue
Refunding Bonds, Series 1989, authorized and issued hereunder.
BB. "Special Assessments" shall mean the fees. charges and
costs lawfully assessed by the County against properties benefitted by
construction or reconstruction of sewer or water facilities and
representing an apportionment of the costs of such improvements to such
properties.
CC. "Surcharges" shall mean special rates, fees and charges
for water or sewer service imposed for a limited time and purpose by
ordinance adopted by the Board and in addition to the usual uniform water
and sewer service rates, fees and charges of the County.
DD. "System" shall mean the water and sewer systems now owned
and operated by the County, wherever located in the County, together with
any and all improvements, extensions and additions thereto hereafter
constructed or acquired, and any water or sewer system hereafter made a
part of the System by resolution of the Board together with any and all
improvements, extensions and additions thereto thereafter constructed or
acquired. Without intending to limit the generality of the foregoing
sentence, "System" shall include all property, real, personal and mixed,
rights, powers, licenses, easements, rights of way, privileges, franchises
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and all other property or interests in property of whatsoever nature,
including but not limited to vehicles, rolling stock, buildings, pipes,
Pumps, machinery, tanks, mains, conduits, meters and other equipment, used
or useful in connection with ownership, operation and maintenance of such
water or sewer systems by the County.
EE. "Term Bonds" shall mean the Bonds of a series all of which
are stated to mature on one date but which shall be subject to earlier
retirement by operation of the Bond Amortization Account.
Words importing singular number shall include the plural number
and vice versa and words importing persons shall include firms and
corporations or other entities and vice versa.
follows: SECTION 3. FINDINGS. It is hereby found and determined as
A. The County presently owns and operates the System.
B. The County has previously issued the Original Bonds to
finance the costs of acquisition and/or construction of the System and,
pursuant to Resolution 82-61, as amended, of the Board, declared all of
such Original Bonds to be secured by a pledge of the gross revenues of the
System.
C. The Government is the owner of the outstanding Original
Bonds and the Government, by letter dated January 10, 1989, has offered to
the County the opportunity to purchase the outstanding Original Bonds at
a substantial discount from the remaining outstanding principal amount
thereof.
D. It is in the best interests of the County to purchase the
outstanding Original Bonds at a discount.
E. It is necessary to issue the Series 1989 Bonds to provide
funds to purchase the Original Bonds.
F. The estimated annual Pledged Funds will be sufficient to pay
the costs of maintenance, repair and operation of the System and the
interest and principal of the Series 1989 Bonds as the same shall become
due.
G. The principal of and interest on the Bonds and all required
sinking fund, reserve and other payments in connection therewith shall be
payable solely from the Pledged Funds. The County shall never be required
to levy ad valorem taxes on any property therein to pay the principal of
and interest on the Bonds or to make any of the required sinking fund,
reserve or other payments in connection therewith and such obligations
shall not constitute a lien upon any property of or in the County.
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SECTION 4. AUTHORIZATION OF PURCHASE OF ORIGINAL BONDS. There
is hereby authorized the purchase of the Original Bonds pursuant to and as
more fully described in the letter dated January 10, 1989, to the County
from the Government. Proper officers of this County are hereby authorized
and directed to notify the Government of this County's determination to
purchase the outstanding Original Bonds in accordance with such letter and
to make the good faith deposit with the Government required by the terms
of such letter with such funds of this County as may be available for the
purpose.
SECTION 5. RESOLUTION TO CONSTITUTE CONTRACT. In
consideration of the acceptance of the Bonds by the Registered Owners 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 Registered
Owners. The covenants and agreements herein set forth to be performed by
the County shall be for the equal benefit, protection and security of the
Registered Owners of the Bonds, all of which Bonds shall be of equal rank
and without preference, priority or distinction with respect to any other
Bonds, except as expressly provided therein and herein.
SECTION 6. AUTHORIZATION AND DESCRIPTION OF BONDS. Subject and
pursuant to the provisions of this Resolution, obligations of the County
to be known as "Water and Sewer Revenue Refunding Bonds, Series 1989," are
hereby authorized to be issued in the aggregate principal amount of not
exceeding $7,500,000. The Series 1989 Bonds shall be dated as of a date
to be fixed by subsequent resolution of the County and may be numbered
consecutively from one upward or in such other manner as agreed upon
between the County and the Bond Registrar. The Bonds shall be issued in
such denominations, shall bear interest at such rate or rates, not
exceeding the maximum rate authorized by applicable law, payable at such
times, shall mature on such dates and in such years and in such amounts
and shall have such other terms and conditions as may be determined by
subsequent resolution of the County adopted at or prior to the sale of the
Series 1989 Bonds.
The Series 1989 Bonds shall be issued in fully registered form
without coupons; shall be payable with respect to principal at a principal
corporate trust office of the Paying Agent; shall be payable in lawful
money of the United States of America; and shall bear interest from their
date, payable by check mailed to the Registered Owners at their addresses
as they appear on the registration books kept by the Bond Registrar on
behalf of the County.
Notwithstanding any other provisions of this section, the Board
may, at its option, prior to the date of issuance of the Bonds and subject
to the approval of the purchasers of the Bonds, elect to use an
immobilization system or pure book -entry system with respect to issuance
of the Bonds, provided adequate records will be kept with respect to the
ownership of Bonds issued in book -entry form or the beneficial ownership
of the Bonds issued in the name of a nominee. As long as any Bonds are
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outstanding in book -entry form, the provisions of Sections 7, 9, 10 and 11
of this Resolution shall not be applicable to such book -entry Bonds. The
details of any alternative system of Bond issuance, as described in this
paragraph, shall be set forth in a resolution of the Board duly adopted at
or prior to the delivery of any of the Bonds.
SECTION 7. EXECUTION AND AUTHENTICATION OF BONDS. The Bonds
shall be executed in the name of the County by the Chairman or Vice
Chairman of the Board attested by its Clerk or Ex -Officio Clerk and its
official seal or a facsimile thereof shall be affixed thereto or
reproduced thereon. The signatures of the Chairman or Vice Chariman and
Clerk or Ex -Officio Clerk may be either manual or facsimile signatures.
The certificate of authentication of the Bond Registrar shall appear on
the Bonds, and no Bond shall be valid or obligatory for any purpose or be
entitled to any security or benefit under this Resolution unless such
certificate shall have been duly executed on such Bond. The authorized
signature for the Bond Registrar shall be either manual or in facsimile;
provided, however, that at least one of the signatures, including that of
the authorized signatory for the Bond Registrar, appearing on the Bonds,
shall at all times be a manual signature. In case any one or more of the
officers of the Board who shall have signed or sealed any of the Bonds
shall cease to be such officer or officers of the Board before the Bonds
so signed and sealed shall have been actually sold and delivered, such
Bonds may nevertheless be sold and delivered as if the persons who signed
or sealed such Bonds had not ceased to hold such offices. Any Bonds may
be signed and sealed on behalf of the Board by such person who at the
actual time of the execution of such Bonds shall hold the proper office,
although at the date of such Bonds such person may not have held such
office or may not have been so authorized.
The validation certificate on the Bonds, if any, shall be
executed with the manual or facsimile signature of the Chairman or Vice
Chairman of the Board.
SECTION 8. NEGOTIABILITY. The Bonds issued hereunder shall be
and shall have all of the qualities and incidents of negotiable
instruments under the laws of the State of Florida, and each successive
holder, in accepting any of the Bonds, shall be conclusively deemed to
have agreed that such Bonds shall be and have all of the qualities and
incidents of negotiable instruments under the laws of the State of
Florida.
SECTION 9. REGISTRATION, TRANSFER AND EXCHANGE. The Bond
Registrar shall be responsible for maintaining books for the registration,
transfer and exchange of the Bonds.
All Bonds presented for transfer, exchange, redemption or
payment (if so required by the Board or the Bond Registrar) shall be
accompanied by a written instrument or instruments of transfer or
authorization for exchange, in form and with guaranty of signature
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satisfactory to the Board or the Bond Registrar, duly executed by the
Registered Owner or by his duly authorized attorney. In the case of
partial redemption of a Bond, and in lieu of issuing a new Bond or Bonds
in the aggregate principal amount then outstanding on the Bond after such
redemption, the County may, at its option, instruct the Bond Registrar to
note on the Bond the principal amount of such redemption, the date of
redemption and the outstanding principal amount of such Bond after such
redemption, and return the Bond to the Registered Owner.
Upon surrender to the Bond Registrar for transfer or exchange of
any Bond accompanied by an assignment or written authorization for
exchange, whichever is applicable, duly executed by the Registered Owner
or his attorney duly authorized in writing, the Bond Registrar shall
deliver in the name of the Registered Owner or the designated transferee
or transferees, as the case may be, a new fully registered Bond or Bonds
of authorized denominations and of the same maturity and interest rate, in
an aggregate principal amount equal to the principal amount that remains
outstanding with respect to such Bond so surrendered.
The Bond Registrar or the Board may require payment from the
Registered Owner or his transferee of a sum sufficient to cover any tax,
fee or other governmental charge that may be imposed in connection with
any transfer or exchange of the Bonds. Such charges and expenses shall be
paid before any such new Bond shall be delivered.
Interest on the Bonds shall be paid to the Registered Owner
whose name appears on the books of the Bond Registrar as of 5:00 P.M.
local time at the location of the Bond Registrar on the Record Date.
New Bonds delivered upon any transfer or exchange shall be valid
obligations of the County, evidencing the same debt as the Bonds
surrendered, shall be secured by this Resolution, and shall be entitled to
all of the security and benefits hereof to the same extent as the Bonds
surrendered.
The County and the Bond Registrar may treat the Registered Owner
of any Bond as the absolute owner thereof for all purposes, whether or not
such Bond shall be overdue, and shall not be bound by any notice to the
contrary.
SECTION 10. DISPOSITION OF BONDS PAID OR REPLACED. Whenever
any Bond shall be delivered to the Bond Registrar for payment of the
principal amount thereof upon maturity or redemption, or for replacement,
transfer or exchange, such Bond shall be cancelled and destroyed by the
Bond Registrar, and counterparts of a certificate of destruction
evidencing such destruction shall be furnished to the County.
SECTION 11. BONDS MUTILATED, DESTROYED, STOLEN OR LOST. In
case any Bond shall become mutilated, or be destroyed, stolen or lost, the
County may, in its discretion, issue and deliver a new Bond of like tenor
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as the Bond so mutilated, destroyed, stolen or lost, in exchange for and
cancellation of such mutilated Bond or in lieu of and substitution for the
Bond destroyed, stolen or lost, upon the Registered Owner furnishing the
County and the Bond Registrar proof of his ownership thereof and the loss
thereof (if lost, stolen or destroyed) and satisfactory indemnity and
complying with such other reasonable regulations and conditions as the
Board may prescribe and paying such expenses as the Board and the Bond
Registrar may incur. All Bonds so surrendered shall be cancelled by the
Bond Registrar. If any such Bonds shall have matured or be about to
mature, instead of issuing a substitute Bond, the County may pay the same,
upon being indemnified as aforesaid, and if such Bond be lost, stolen or
destroyed, without surrender thereof.
Any such duplicate Bonds issued pursuant to this section shall
constitute original, additional, contractual obligations on the part of
the County whether or not the lost, stolen or destroyed Bonds be at any
time found by anyone, and such duplicate Bonds shall be entitled to equal
and proportionate benefits and rights as to lien on and source and
security for payment from the funds, as hereinafter pledged, to the same
extent as all other Bonds issued hereunder.
SECTION 12. PROVISIONS FOR REDEMPTION. The Bonds or any
portions thereof shall be subject to redemption prior to their respective
stated dates of maturity, at the option of the County or otherwise, at
such times and in such manner as shall be determined by subsequent
resolution adopted prior to the sale thereof.
Notice of such redemption shall, not more than forty-five (45)
days and not less than thirty (30) days prior to the redemption date, (i)
be filed with the Bond Registrar and Paying Agent, and (ii) be mailed,
postage prepaid, to all Registered Owners of Bonds to be redeemed at their
addresses as they appear of record on the books of the Bond Registrar as
of forty-five (45) days prior to the date fixed for redemption. Interest
shall cease to accrue on any Bond duly called for prior redemption on the
redemption date, if payment thereof has been duly provided. The
Privilege of transfer or exchange of any of the Bonds so called for
redemption shall be suspended commencing 45 days preceding the date fixed
for redemption.
SECTION 13. FORM OF BONDS. The text of the Bonds, the
validation certificate thereon and the certificate of authentication
thereon shall be in substantially the following form, with such Omissions,
insertions and variations as may be necessary and/or desirable and
authorized or permitted by this Resolution or any subsequent resolution
adopted prior to the issuance thereof, or as may be necessary to comply
with applicable laws, rules and regulations of the United States and the
State of Florida in effect upon the issuance thereof:
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No. R -
UNITED STATES OF AMERICA
STATE OF FLORIDA
INDIAN RIVER COUNTY
WATER AND SEWER REVENUE REFUNDING BOND, SERIES 1989
RATE OF INTEREST MATURITY DATE DATE OF ORIGINAL ISSUE CUSIP
REGISTERED OWNER:
PRINCIPAL AMOUNT:
KNOW ALL MEN BY THESE PRESENTS, that INDIAN RIVER COUNTY,
FLORIDA (the "County"), for value received, hereby promises to pay to the
Registered Owner named above, or registered assigns, solely from the
Pledged Funds, hereinafter defined, on the Maturity Date specified above,
the Principal Amount specified above and to pay, solely from such Pledged
Funds, interest on this Water and Sewer Revenue Refunding Bond, Series
1989 (the "Bond"), from the Date of Original Issue specified above, or
from the most recent interest payment date to which interest has been
paid, as applicable, at the Rate of Interest specified above, per annum,
such interest being payable initially on 198_ and semi-
annually thereafter on each and until the
Principal Amount hereof is paid in full. The Principal Amount hereof
shall be payable, upon presentation and surrender hereof, on or after the
Maturity Date or date of earlier redemption, at a principal corporate
trust office of Florida, as Paying Agent and Bond
Registrar. The interest hereon shall be paid, when due, by check mailed
to the Registered Owner at his address as the same appear at 5:00 P.M.
local time at the location of the Bond Registrar on the fifteenth (15th)
day of the month immediately preceding the applicable interest payment
date on the registration books kept by the Bond Registrar on behalf of the
County. The principal of, premium, if any, and interest on this Bond are
payable in lawful money of the United States of America.
This Bond is one of the revenue bonds authorized by the County
under the authority of and in full compliance with the Constitution and
laws of the State of Florida, including particularly Chapters 125 and 159,
Florida Statutes (1987) and Resolution No. of the County,
all as amended and supplemented, and other applicable provisions of law.
The above -referenced resolution as amended and supplemented from time to
time is hereinafter referred to as the "Resolution". This Bond is
subject to all the terms and conditions of the Resolution.
This Bond is one of the revenue bonds designated as Water and
Sewer Revenue Refunding Bonds, Series 1989, all of like date and tenor,
except as to numbers, denominations, dates of maturity, rates of interest
and provisions for redemption, in the aggregate principal amount of Seven
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Million Five Hundred Thousand Dollars ($7,500,000) (the "Bonds"). The
proceeds of the Bonds will be used to refund the outstanding series of
water and water and sewer revenue bonds of the County described in the
Resolution and be used to pay certain costs and expenses relating to
issuance of the Bonds.
This Bond and the interest due hereon are payable solely from
and are secured solely by a first lien upon and pledge of the Gross
Revenues, as that term is defined in the Resolution, to be derived by the
County from the operation of the water and sewer systems defined in the
Resolution as the "System", and certain funds and accounts pledged for
the payment of the principal of, interest and premium, if any, on the
Bonds and certain earnings thereon, all as provided in the Resolution (the
"Pledged Funds"). This Bond does not constitute a general indebtedness of
the County within the meaning of any constitutional or statutory provision
or limitation.
It is expressly agreed by the Registered Owner of this Bond that
such Registered Owner shall never have the right to require or compel the
exercise of the ad valorem taxing power of the County for the payment of
the principal of, interest or premium, if any, on this Bond or the making
of any other payments specified by the Resolution. It is further agreed
between the County and the Registered Owner of this Bond that this Bond
and the indebtedness evidenced hereby shall constitute a lien upon only
the Pledged Funds in the manner provided in the Resolution.
(To be inserted where appropriate on face of bond: "Reference
is hereby made to the further provisions of this Bond set forth on the
reverse side hereof, and such further provisions shall for all purposes
have the same effect as if set forth on this side.")
This Bond may be transferred only upon the books kept by the
Bond Registrar, on behalf of the County, upon surrender hereof at the
principal corporate trust office of the Bond Registrar with an assignment
duly executed by the Registered Owner or his duly authorized attorney, but
only in the manner, subject to the limitations and upon payment of a sum
sufficient to cover any tax, fee or governmental charge that may be
imposed in connection with such transfer, all as provided
Resolution. Upon such transfer, in the
there shall be executed in the name of
the transferee, and the Bond Registrar shall deliver, as early as
practicable, a new fully registered bond or bonds of authorized
denominations in the same aggregate principal amount, series, maturity and
interest rate as this Bond.
In like manner, subject to said conditions and upon payment of
any such sum, this Bond may be surrendered at said office of the Bond
Registrar in exchange for an equal aggregate principal amount of new fully
registered bonds of authorized denominations in the same series, maturity
and interest rate as this Bond.
It is hereby certified and recited that all acts, conditions and
things required to exist, to happen and to be performed precedent to and
in the issuance of this Bond exist, have happened and have been performed
in regular and due form and time as required by the Constitution and laws
of the State of Florida applicable thereto.
This Bond is and has all the qualities and incidents of a
negotiable instrument under the laws of the State of Florida.
[Insert redemption provisions)
Notice of such redemption shall be given in the manner provided
in the Resolution.
This Bond shall not be valid or become obligatory for any
purpose or be entitled to any security or benefit under the Resolution
until the certificate of authentication hereon shall have been executed by
the Bond Registrar.
IN WITNESS WHEREOF, Indian River County, Florida, has issued
this Bond and has caused the same to be executed by the Chairman of the
Board of County Commissioners of the County and attested by the Ex -Officio
Clerk of the Board, either manually or with their facsimile signatures,
and its official seal, or a facsimile thereof, to be affixed, impressed,
imprinted or otherwise reproduced hereon, all as of the
198_. day of
(SEAL)
INDIAN RIVER COUNTY, FLORIDA
By
ATTEST: Chairman
Ex -Officio Clerk
CERTIFICATE OF AUTHENTICATION OF BOND RECISTPv1R
This Bond is one of the within -defined Bonds.
Date of Authentication
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As Bond Registrar
By
Authorized Signature
VALIDATION CERTIFICATE
This Bond is one of the bonds which were validated and
confirmed by judgment of the Circuit Court of the Nineteenth Judicial
Circuit of Florida in and for Indian River County, Florida, rendered on
198_. —
Chairman, Board of County
Commissioners of Indian
River County, Florida
The following abbreviations, when used in the inscription on the
face of this Bond, shall be construed as though they were written out in
full according to applicable laws or regulations:
TEN COM - as tenants in UNIF GIF MIN ACT -
common ----
TEN ENT - as tenants by the Custodian for (Cust.)
entireties
JT TEN - as joint tenants with (Minor)
under Uniform Gifts to Minors
right of survivorship Act of
(State)
above. Additional abbreviations may also be used though not in list
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ASSIGNMENT
FOR VALUE RECEIVED, the undersigned sells, assigns and
transfers to
(Name and address of Transferee)
(Social Security or Taxpayer Identification Number of Transferee)this Bond
and does hereby irrevocably constitute and appoint
as his agent to transfer this Bond on the books kept for
registration hereof, with full power of substitution in the premises.
(Signature of Transferor)
Date:
Signature guaranteed:
(Name of Bank, Trust Company
or Firm)
By:
Title:
NOTICE: No transfer will be registered and no new Bond will be issued in
the name of the Transferee unless the signature(s) to this assignment
correspond(s) to the name(s) appearing as registered owner upon the face
of the within Bond in every particular, without enlargement or any change
whatever and the Social Security or Federal Employer Identification
Number of the Transferee is supplied. Signature(s) of the Transferor(s)
must be guaranteed by a member firm of a major stock exchange or a
commercial bank or trust company.
PARTIAL REDEMPTION PAYMENTS
Authorized
Principal Balance of Officer of
Payment Date Amount Paid Principal Unpaid Bond
Reei�trar
a
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SECTION 14. BONDS NOT GENERAL OBLIGATIONS. The Bonds shall not
be or constitute general or moral obligations or a pledge of the faith,
credit or taxing power of the County, the State of Florida or any
political subdivision thereof or an indebtedness of any of them as "bonds"
within the meaning of the Constitution of the State of Florida, but shall
be special obligations of the County payable solely from and secured
solely by a lien upon and a pledge of the Pledged Funds. No Registered
Owner shall ever have the right to compel the exercise of the ad valorem
taxing power of the County, the State of Florida or any political
subdivision thereof, or taxation in any form of any real property therein,
to pay the Bonds or the interest thereon, or be entitled to payment of
such principal and interest from any funds of the County other than the
Pledged Funds.
SECTION 15. SECURITY FOR BONDS; RELEASE OF CERTAIN PLEDGED
REVENUES. The payment of the principal of, premium, if any, and interest
on the Bonds shall be secured forthwith equally and ratably by a pledge of
and a first lien upon the Pledged Funds. The County does hereby
irrevocably pledge the Pledged Funds to the payment of the principal of,
premium, if any, and interest on the Bonds.
Nothing in this Resolution shall constitute or be construed to
constitute a conveyance or mortgage of any water supply or sewage
disposal system or of any water or sewer system improvements or any part
of any of the foregoing.
Notwithstanding any other provision of this Resolution to the
contrary, the County may, by resolution of the Board filed with the Paying
Agent for each series of Bonds outstanding hereunder, except and release
from the pledge and lien created by this Resolution, and the phrase "Gross
Revenues" as used in this Resolution shall no longer include, the receipts
and revenues of the County derived from the imposition, collection and
enforcement of uniform water and/or sewer service rates, fees and charges
for the use of and services furnished or to be furnished by any water
and/or sewer facilities constituting a physically independent system of
the County, or any Impact Fees, Special Assessments, Surcharges or other
receipts and revenues theretofore pledged in connection with the Bonds,
as stated in such resolution, if there shall be filed with the County and
such Paying Agent(s) the following:
(1) A certificate of an independent firm of
certified public accountants of suitable experience
and responsibility: (i) stating that the books and
records of the County relating to the collection and
receipt of the Gross Revenues and other receipts,
funds and revenues pledged hereunder, if any, and the
Operating Expenses have been audited by them for the
Fiscal Year immediately preceding the date of the
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proposed release of such receipts and revenues from
the pledge hereunder or for any twelve (12)
consecutive month period out of the eighteen (18)
consecutive months immediately preceding such date;
(ii) setting forth the Gross Revenues, the Operating
Expenses and the Net Revenues for the audited period
referred to in (i) above, with respect to which such
certificate is made; and (iii) stating that the Net
Revenues, adjusted to give effect to the proposed
release of such receipts and revenues as if the same
had occurred at the beginning of such audited period,
were equal to at least 1.00 times the largest amount
of principal and interest which will mature and become
due in any Fiscal Year thereafter on all Bonds then
outstanding. For purposes of (iii) above Gross
Revenues and other receipts, funds and revenues
pledged hereunder may be further adjusted so as to
fairly represent the operation of the System, provided
that the amount and a detailed reason for each such
adjustment is set forth in such certificate; and
(2) A certificate of the Consulting Engineers
stating that the Net Revenues, as estimated by the
Consulting Engineers, for the first twelve (12) months
following release of such receipts and revenues shall
equal at least 1.00 times the largest amount of
principal and interest which will become due in any
succeeding Fiscal Year on the Bonds; and
(3) A certificate of the chief financial officer
of the County stating that the County has established
and will maintain a separate accounting of all
revenues and expenses in connection with any such
independent system or with respect to such Impact
Fees, Surcharges, Special Assessments or other
receipts and revenues to be released, apart from the
Pledged Funds.
SECTION 16. COVENANTS OF THE COUNTY. For so 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
hereinafter created, a sum sufficient to pay, when due, the entire
principal amount of the Bonds remaining unpaid, together with interest
accrued and interest to accrue thereon through such payment date or until
the provisions of Section 20 hereof have been satisfied, the County
covenants with the holders of the Bonds issued pursuant to this
Resolution that:
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A. REVENUE FUND. All Gross Revenues shall upon receipt
thereof be deposited in the "Water and Sewer Revenue Fund" (herein the
"Revenu3 Fund"), which is hereby created and established.
B. DISPOSITION OF REVENUES. All Gross Revenues on deposit in
the Revenue Fund shall be disposed of by the County as needed or as
required herein only in the following manner and in the following order of
priority:
(1) First, the County shall transfer in each
month to the Operation and Maintenance Fund the amount
required to be deposited therein to pay the Operating
Expenses due or to become due for such month.
(2) Second, the County shall deposit in each
month to a fund to be known as the "1989 Water and
Sewer Revenue Refunding Bonds Sinking Fund" (herein
the "Sinking Fund"), which is hereby created and
established, one-sixth (1/6th) of such sum as will be
sufficient to pay interest on the Bonds as the same
shall become due on the next semiannual interest
Payment date, together with the amount of any
deficiency in prior deposits for interest on Bonds,
and one -twelfth (1/12th) of the principal of Bonds
maturing or subject to mandatory call for redemption
on the next principal payment date with respect to the
Bonds. Such deposit shall take into account the sums,
if any, in the Bond Amortization Account, hereinafter
defined, attributable to such payments and the sums,
if any, deposited in the Sinking Fund out of proceeds
from the sale of Bonds to pay interest thereon. In
addition, there shall be deposited in the Sinking Fund
amounts sufficient to pay the fees and charges of the
Paying Agent.
(3) Third, the County shall deposit into an
account in the Sinking Fund to be known as the "Bond
Amortization Account" hereby created and established,
such sums as are required by resolution of the County
to be deposited therein at such times as are required
thereby for each series of Term Bonds for purposes of
the mandatory redemption thereof.
(4) Fourth, the County shall deposit into an
account in the Sinking Fund to be known as the
"Reserve Account", which is hereby created and
established, a sum at least equal to and sufficient to
pay the maximum amount of principal and interest on
all outstanding Bonds becoming due in any ensuing
Fiscal Year. A sum to be specified by subsequent
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resolution of the County may be deposited -jai rdicc!
Reserve Account out of the proceeds of the sz :t aiJ'
Bonds.
Provided, however, in no Fiscal Year sha!IL
Revenues in excess of twenty per cent (20%) ad uiha
maximum amount of principal and interest uni rYLl'
outstanding Bonds becoming due in any ensuing Bi:.:xraill
Year be required to be deposited in the gaaacTvs:
Account. No further deposits shall be require -0 ttu. ltik�
made into the Reserve Account as long as thert oliali
remain on deposit therein (including any Resaava
Account insurance policy or letter of credUiu a�
described below) a sum equal to the maximum am)uitr ad -
principal and interest on all outstanding, D;cntds
becoming due in any ensuing Fiscal Year. The xaducs a,d
the Reserve Account, including investments on ltMae it±
in the Reserve Account, shall be determined a-inuallLyy
on the first day of the Fiscal Year by an indejumdanti.
firm of certified public accountants, who may Ini tdiu•
accountants for the County, in accordano:, .vdaii.
generally accepted accounting principles.
Notwithstanding the foregoing provisions, in ]iautoff,.
in whole or in part, the required deposits uitsn, alhf-
Reserve Account, the County may cause to be dcpoe;luaai
into the Reserve Account either an inst:rance gc)$iia,
issued by a reputable and recognized municip0. 3und,
insurer or a letter of credit from a bank aor nsuss.
company whose municipal bond insurance poOLay/ oz
letter of credit will result in the highest ri.u:9mi, eLY
municipal obligations of either Moody's Irges;eors,
Service or Standard & Poor's Corporation. Aay suuh,
insurance policy or letter of credit shall be payablia.
or available to be drawn upon, as the case may, 1W•
(upon the giving of notice as required thereundhr)), on,
any interest payment date on which a deficiency ex3,sts;
which cannot be cured by money in any other 9undl apt•
account held pursuant hereto and available fhu suail,
purpose. If a disbursement is made under mjir such
insurance policy or letter of credit, the Coinay mWF
reinstate the maximum limits of such insurance ger�iab
or letter of credit immediately followigk, sHajh
disbursement, otherwise the amount of credit uow�ru,O
the Reserve Account requirement for such itauranau:
Policy or letter of credit shall be approp,;;L�;pti�,
reduced.
Furthermore, the County may at any time and flam• ttiame,
to time cause to be deposited in the Reserve A.uaounu:
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such an insurance policy or letter of credit and cause
an appropriate amount to be withdrawn from the Reserve
Account and released to the County.
Moneys in the Reserve Account shall be used only for
the purpose of the payment of maturing principal of or
interest on Bonds when the other moneys in the
Sinking Fund are insufficient therefor, and for no
other purpose. However, upon the valuation of the
Reserve Account in each year, if the moneys applied
and allocated to the Reserve Account (except the
investment income thereon) exceed the amount required,
such excess may be withdrawn and released to the
County.
(5) Fifth, apply moneys in the Revenue Fund to
the payment of current debt service and reserve
requirements of any obligations of the County issued
to finance the cost of additions, acquisition,
extensions and improvements to the System which are
junior and subordinate to the lien of the Bonds on the
Pledged Funds.
(6) The balance of any moneys remaining in the
Revenue Fund after the above required payments have
been made may be deposited into a special fund to be
known as the "Sewer and Water Renewal and Replacement
Fund", which is hereby created and which shall be used
only for the purpose of paying the costs of
extensions, enlargements, or additions to or the
replacement of capital assets of the System, and for
emergency repairs thereto or may used by the County
for any lawful purpose.
No further deposits to the Sinking Fund, the Bond Amortization
Account or the Reserve Account shall be required when the aggregate sums
deposited therein are and remain at least equal to the sum of all of the
principal and interest then due and thereafter becoming due in all ensuing
years for the Bonds then outstanding.
C. PLEDGED FUNDS AND INVESTMENT OF FUNDS. The Revenue Fund,
the Sinking Fund, the Bond Amortization Account and the Reserve Account
shall be Pledged Funds, shall constitute trust funds for the purposes
provided herein for such funds and shall be used only for the purposes and
in the manner provided herein. All moneys in all funds and accounts
created or established hereunder shall be continuously secured in the
manner by which deposits of public funds are required to be secured by
the laws of the State of Florida. Moneys on deposit in the Revenue Fund
and the Sinking Fund (except the Reserve Account therein) may be invested
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and reinvested only in Authorized Investments maturing not later than the
date on which the moneys therein will be needed for the purposes of such
funds. Moneys in the Reserve Account may be invested and reinvested in
Authorized Investments maturing not later than five (5) years from the
date of purchase. Any and all income received by the County from such
investments shall be deposited into the Rebate Account hereunder to the
extent required and the excess, if any, into the Revenue Account.
D. OPERATION AND MAINTENANCE. The County will maintain the
System and all parts thereof in good condition and will operate the same
in an efficient and economical manner making such expenditures for
equipment and for renewals, repairs and replacements as may be proper for
the economical operation and maintenance thereof.
E. RATE COVENANT. In conjunction with the adoption of its
annual budget and as otherwise required, the County shall fix, establish
and maintain such uniform rates, fees and charges for the use of the
System and the services furnished or to be furnished by the System and
shall collect the same and revise the same from time to time, whenever
necessary, so as to always provide Net Revenues in each Fiscal Year
sufficient to pay (1) one hundred percent (1008) of all required deposits
into the Reserve Account, and (2) one hundred percent (1008) of the amount
of principal and interest becoming due in such Fiscal Year on the Bonds.
F. BOOKS AND RECORDS. The County shall keep proper books,
records and accounts, showing correct and complete entries of all
transactions of the County relating to the System. Registered Owners of
the Bonds shall have the right at all reasonable times to inspect all
books, records and accounts of the County relating to the System.
G. ANNUAL AUDIT. The County shall also, at least once a year,
within 180 days after the close of its Fiscal Year, cause the books,
records and accounts relating to the System to be audited by a independent
firm of certified public accountants. A copy of such annual audits shall
be furnished to any Registered Owner of the Bonds who shall have requested
in writing that a copy of such audits be furnished him.
H. NO MORTGAGE OR SALE OF THE SYSTEM. The County will not
sell, mortgage, pledge or otherwise encumber the System or any part
thereof, or any Gross Revenues to be derived therefrom, except as herein
provided, and will not sell, lease or otherwise dispose of any
substantial portion of the System, except as provided herein.
The County may sell, lease or otherwise dispose of any of the
property comprising a substantial portion of the System in the event that
(a) such property is determined by resolution of the Board, upon the
recommendation of the County Administrator and the Consulting Engineers,
to be no longer necessary or useful or profitable for the System; and (b)
the sale, lease or other disposition of such property is determined by
resolution of the Board, upon recommendation of the County Administrator
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and the Consulting Engineers, not to impair the ability of the County to
comply during the current or any future Fiscal Year with the rate covenant
set forth herein.
The proceeds derived from any sale, lease or other disposition
of a substantial portion of the System shall be used for the retirement of
outstanding Bonds. Any other proceeds derived from the sale, lease or
other disposition of a portion of the System shall be placed in an
appropriate fund of the County relating to the renewal or replacement of
the System, provided, however, all or a portion of any such proceeds may
be used for the retirement of outstanding Bonds if authorized by
resolution of the Board upon the recommendation of the County
Administrator and the Consulting Engineers.
I. INSURANCE. For so long as any of the Bonds are
outstanding, and to the extent practicable, the County will carry adequate
fire and windstorm insurance on all buildings, structures and other
appropriate properties of the System which are subject to loss through
fire or windstorm, will carry adequate public liability insurance, and
will otherwise carry insurance of all kinds and in the amounts normally
carried in the operation of similar facilities and properties in Florida.
Any such insurance shall be carried for the benefit of the Registered
Owners of the Bonds. All moneys received from losses under any of such
insurance, except public liability, are hereby pledged by the County as
security for the Bonds, until and unless such proceeds are used to remedy
the loss or damage for which such proceeds are received, in which event
the repairing of the property damaged or the replacement of the property
destroyed shall be commenced within a reasonable time after the receipt
of such proceeds and shall proceed on a reasonable and continuous basis.
J. NO FREE SERVICE. The County will not render or cause to be
rendered any free use of any nature of the System, nor will any
preferential rates be established for users of the same class.
K. ENFORCEMENT OF COLLECTIONS. The County will diligently
enforce and collect the Gross Revenues and any other receipts and revenues
pledged hereunder, will take all steps, actions and proceedings for the
enforcement and collection thereof as the same shall become delinquent to
the full extent permitted or authorized by law; and will maintain accurate
records with respect thereto. All such Gross Revenues and other charges
shall, as collected, be held in trust to be applied as herein provided and
not otherwise.
L. REMEDIES. Any Registered Owner may by suit, action,
mandamus or other proceedings in any court of competent jurisdiction,
protect and enforce any and all rights, including the right to the
appointment of a receiver, existing under the laws of the State of
Florida, and may enforce and compel the performance of all duties required
hereunder or by any applicable statutes to be performed by the County or
by any officer thereof.
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Nothing herein, however, shall be construed to grant to any
Registered Owner any lien on any property of or in the County.
M. OPERATING BUDGET. On or before the last day of each Fiscal
Year, the County shall adopt an annual budget for the System for the
ensuing Fiscal Year, which shall include a budget for Operating Expenses.
The Operating Expenses incurred in any Fiscal Year will not exceed the
reasonable and necessary amounts required therefor and the County will not
expend any amount or incur any obligation for the operation, maintenance
and repair of the System in excess of the amount provided for the purpose
in the annual budget for the then current Fiscal Year except upon
resolution of the Board declaring that such expenses are necessary for the
operation and maintenance of the System.
If the budget discloses that the estimated Gross Revenues and
other revenues, funds and receipts pledged hereunder, if any, will be
insufficient during such Fiscal Year, after payment of the Operating
Expenses, to meet the rate covenant set forth herein, the County shall
forthwith revise the rates, fees and charges imposed with respect to the
System in order to cure such estimated deficiency and to comply with the
rate covenant. There shall be included in the budget amounts necessary to
provide for the orderly replacement of the depreciable capital assets of
the System.
N. CONSULTING ENGINEERS. The County will annually retain the
Consulting Engineers for the purpose of providing the County with
competent engineering counsel with respect to the economical and efficient
operation of the entire water and sewer system of the County and in
connection with the making of capital improvements thereto and renewals
and replacements thereof. The County may, however, employ additional
engineers at any time with relation to specific engineering and operation
problems arising in connection therewith.
0. NO COMPETING SYSTEMS. To the full extent permitted by law,
the County will not grant, renew, extend or allow to expand any franchise
or permit for any system similar to the System within the service area of
the Systema
P. ISSUANCE OF ADDITIONAL PARITY OBLIGATIONS. Additional
Parity Bonds, payable on a parity from the Pledged Funds with the Bonds,
may be issued from time to time to finance any portion of the Costs of the
construction and/or acquisition of additions, extensions and improvements
to the System, or of any physically separate water or sewer system
declared by resolution of the Board to be part of the System, or for
refunding purposes, in the manner herein provided and upon compliance with
both of the following conditions:
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(1) There shall have been obtained and filed
with the County a certificate of an independent firm
of certified public accountants of suitable experience
and responsibility: (i) stating that the books and
records of the County relating to the collection and
receipt of the Gross Revenues and other receipts,
funds and revenues pledged hereunder, if any, and the
Operating Expenses have been audited by them for the
Fiscal Year immediately preceding the date of sale of
the proposed obligations or for any twelve (12)
consecutive month period out of the eighteen (18)
consecutive months immediately preceding the date of
sale of the proposed obligations; (ii) setting forth
the Gross Revenues, the Operating Expenses and the Net
Revenues for the audited period referred to in (i)
above, with respect to which such certificate is made;
and (iii) stating that the Net Revenues, as adjusted
as hereinafter provided, were equal to at least 1.00
times the largest amount of principal and interest
which will mature and become due in any Fiscal Year
thereafter on all Bonds then outstanding, excluding
the proposed Additional Parity Bonds. For purposes of
(iii) above Gross Revenues and other receipts, funds
and revenues pledged hereunder may be adjusted so as
to fairly represent the operation of the System,
provided that the amount and a detailed reason for
each such adjustment is set forth in such certificate;
and
(2) There shall have been obtained and filed
with the County a certificate of the Consulting
Engineers stating that the Net Revenues, as estimated
by the Consulting Engineers, for the first twelve (12)
months following completion of the project for which
the Additional Parity Bonds are being issued shall
equal at least 1.00 times the largest amount of
principal and interest which will become due in any
succeeding Fiscal Year on the Bonds, including the
proposed Additional Parity Bonds.
Each resolution authorizing the issuance of Additional Parity
Bonds shall recite that all of the covenants herein contained will be
applicable to such Additional Parity Bonds.
Additional Parity Bonds may not be issued hereunder at any time
at which the County is in default in performing any of the covenants and
obligations assumed hereunder, or all payments herein required to have
been made into the accounts and funds, as provided hereunder, have not
been made to the full extent required.
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The foregoing conditions shall not apply with respect to
Additional Parity Bonds the proceeds of which will be used to complete a
project a substantial portion of the cost of which has been or will be
paid out of the proceeds of Bonds issued hereunder.
Q. ISSUANCE OF OTHER OBLIGATIONS. The County will not issue
any other obligations, except under the conditions 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
other charge having priority to or being on a parity with the lien of the
Bonds and the interest thereon, upon the Pledged Funds. The County may
issue obligations other than the Bonds payable from the Pledged Funds
provided such obligations are junior and subordinate in all respect to the
Bonds as to lien on and source and security for payment from the Pledged
Funds and such obligations contain an express statement to that effect.
R. will employ persons OF SYSTEM. TCounty operating
nsof T dem nstrated abilityy and n experience t and System
require all employees who may have possession of moneys derived from
operation of the System to be covered by a fidelity bond written by a
responsibility indemnity company in an amount sufficient to protect the
County from loss.
S. CONNECTION WITH SYSTEM. The County will, to the full
extent permitted by law, require all lands, buildings, residences and
other structures within its territorial boundaries which can use the
System to connect therewith and use the System and cease to use any other
potable water system and any other method of sewage disposal.
T.
GE. The County
the issue which Ais I comprised ise of the eri se nants 1989 Bondsnthattitpsers willamake nof
o
use of the proceeds of such issue which will cause the Series 1989 Bonds
to be or become "arbitrage bonds" within the meaning of Section 103(b)(2)
and Section 148 of the Internal Revenue Code of 1986, as amended (the
"Code"), and the regulations implementing said Sections that duly have
been published in the Federal Register or with any other applicable
regulations implementing said Sections, and the County further covenants
to comply with all other requirements of the Code if and to the extent
applicable to maintain continuously the Federal income tax exemption of
interest on the Series 1989 Bonds.
U. FUNDS AND ACCOUNTS. The designation and establishment of
the various funds and accounts created herein does not require the
establishment of any completely independent, self -balancing funds as such
term is commonly defined and used in governmental accounting, but rather
is intended solely to constitute an earmarking of certain revenues and
assets as provided herein.
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V. POWER TO ISSUE BONDS AND PLEDGE PLEDGED FUNDS. The County
is duly authorized under all applicable laws to create and issue the Bonds
and to adopt this Resolution and to pledge the Pledged Funds in the manner
and to the extent provided herein. Except to the extent otherwise
provided in this Resolution, the Pledged Funds are not pledged or
hypothecated (except with respect to the Original Bonds to be retired with
proceeds of the Series 1989 Bonds) and, upon issuance of the Series 1989
Bonds, will be free and clear of any pledge, lien, charge or encumbrance
thereon or with respect thereto prior to, or of equal rank with, the
security interest, pledge and assignment created by this Resolution,
including any pledge thereof for the benefit of the Original Bonds, and
all action on the part of the County to that end has been and will be duly
and validly taken. The Bonds and the provisions of this Resolution are
and will be valid and legally enforceable obligations of the County in
accordance with their terms and the terms of this Resolution. The County
shall at all times, to the extent permitted by law, defend, preserve and
protect the pledge of the Pledged Funds and all the rights of the
Registered Owners under this Resolution against all claims and demands of
all persons whomsoever.
W. BONDS SECURED BY PLEDGE OF PLEDGED FUNDS. The Bonds issued
hereunder shall be direct and special obligations of the County payable in
accordance with their terms and the provisions of this Resolution from the
Pledged Funds hereby pledged for the benefit of the Registered Owners,
subject to the provisions of this Resolution permitting the application
thereof for the purposes and on the terms and conditions set forth in this
Resolution.
The Pledged Funds shall immediately be subject to the lien and
charge of this Resolution without any physical delivery thereof or further
act, and the lien and charge of this Resolution shall be valid and binding
as against all parties having claims of any kind in tort, contract or
otherwise, against the County, irrespective of whether such parties have
notice thereof.
X. TAX COVENANTS. The County covenants that it will not take
any action or fail to take any action with respect to the proceeds of the
Bonds that would result in loss of the exclusion from gross income for
federal income tax purposes pursuant to section 103(a) of the Code of
interest paid on Outstanding Bonds which, when initially issued and sold,
were the subject of an opinion of counsel to the effect that interest
thereon was so excludable.
With respect to any,4 series of Bonds, the County covenants that
any use of the System in the trade or business of any person or entity
other than the County, including use under a tick -or-pay contract or
certain management contracts ("private business ijc."), if such use is
related to the County's use of the System, will not ••xceed more than ten
percent (10%) of the use of the System, or if such private business use in
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unrelated or disproportionate to the County's use of the System, will not
excsed more than five percent (5%) of the use of the System.
The County covenants that no more than ten percent (10%) of the
Gross Revenues will be derived directly or indirectly from payments from
any nongovernmental user, other than payments by a nongovernmental user as
a member of the general public.
SECTION 17. APPLICATION OF SERIES 1989 BOND PROCEEDS. All
moneys received from the sale of the Series 1989 Bonds shall be deposited
and applied by the County as follows:
A. All accrued interest on the Series 1989 Bonds shall be
deposited into the Sinking Fund and applied exclusively for the payment of
interest first becoming due on the Series 1989 Bonds.
B. A sum, if any, specified by subsequent resolution of the
County shall be deposited into the Reserve Account in the Sinking Fund.
C. The amount necessary to purchase and thereby retire all of
the outstanding Original Bonds shall be paid to the Government.
D. Next, the amount necessary to pay all engineering fees,
costs and expenses of financial reports, studies and projections, legal
fees, fees of financial advisors, costs of the issuance of the Series 1989
Bonds, and all other similar costs incurred in connection with the
retirement of the Original Bonds and the issuance of the Series 1989
Bonds shall be paid or provided for.
If for any reason any proceeds of the Series 1989 Bonds are
not necessary for or are not applied to the payment of such costs, then
such moneys shall be deposited by the County into the Sinking Fund and
used only to pay the principal of and interest on the Bonds.
SECTION 18. REBATE. Anything to the contrary contained herein
notwithstanding, the County shall at least annually transfer appropriate
amounts from the funds and accounts hereunder to which income on
investments has been deposited into an account to be known as the "Series
1989 Rebate Account" (herein referred to as the "Rebate Account")
sufficient to pay to the United States of America all amounts due with
respect to the Series 1989 Bonds under the provisions of Section 148 (f)
of the Internal Revenue Code of 1986, as amended and supplemented, or
under similar provisions of subsequent federal revenue laws. The earnings
on the Rebate Account shall be added to and become a part of the Rebate
Account. Moneys in the Rebate Account shall only be used to pay the
amounts due to the United States of America under said Section of the Code
as the same shall become due and payable. It is the intent of this
paragraph to provide for payment of all amounts due under said Section of
the Code with respect to the Series 1989 Bonds, in such installments and
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at such times as may be required by said Section of the Code. In the
event of any amendment to the Code or the promulgation of regulations
under the Code which provide or require otherwise than as provided or
required in this paragraph, this paragraph shall be deemed to be amended
to incorporate such amendments or regulations, to the extent applicable,
and any provisions hereof which conflict with the provisions thereof shall
be deemed to be null and void. The County shall establish appropriate
rebate accounts for any and all Additional Parity Bonds and junior and
subordinate obligations issued hereunder and provide for the adequate
funding thereof.
SECTION 19. SALE OF BONDS. The Bonds may be sold at public or
private sale pursuant to the Act, all at one time or from time to time, as
shall be provided by subsequent resolution of the Board.
SECTION 20. DEFEASANCE. If at any time the County shall have
paid, or shall have made provision for payment of, the principal, interest
and premiums, if any, with respect to any of the Bonds or any series
thereof, then, and in that event, the pledge of and lien on the Pledged
Funds in favor of the Registered Owners of such Bonds or of such series,
as the case may be, shall be no longer in effect. For purposes of the
preceding sentence, the deposit of Federal Securities or bank
certificates of deposit fully secured as to principal and interest by
Federal Securities (or the deposit of any other securities or investments
which may be authorized by law from time to time and sufficient under such
law to effect such a defeasance) in irrevocable trust with a banking
institution or trust company, for the sole benefit of the Registered
Owners of such Bonds or such series, as the case may be, the principal of
and interest on which will be sufficient to pay, when due, the principal,
interest and premiums, if any, on such Bonds or such series, as
applicable, shall be considered "provision for payment". Nothing in this
section shall be deemed to require the County to call any of the
outstanding Bonds or any series thereof for redemption prior to maturity
pursuant to any applicable optional redemption provisions, or to impair
the discretion of the County in determining whether to exercise any such
option for early redemption.
SECTION 21. MODIFICATION OF RESOLUTION. No adverse material
modification or amendment of this Resolution, or of any resolution
amendatory hereof or supplemental hereto, may be made without the consent
in writing of the Registered Owners of 518 or more in aggregate principal
amount of the Bonds then outstanding affected by such adverse material
modification or amendment; provided, however, that no modification or
amendment shall permit a change in the maturity of any Bonds or a
reduction in the rate of interest thereon or in the amount of the
principal obligation thereof, or affect the unconditional promise of the
County to levy, impose and/or collect the Gross Revenues or other
receipts, revenues and funds pledged hereunder, if any, as herein
provided, or to pay the principal of and interest on the Bonds as the same
shall become due from the Pledged Funds or reduce the percentage required
- 27 -
above for an adverse material modification or amendment, without the
consent of the Registered Owners of all of the Bonds affected thereby.
The foregoing shall not apply with respect to supplemental resolutions
adopted for the sole purpose of issuing Additional Parity Bonds or junior
and subordinate obligations issued hereunder in accordance herewith.
SECTION 22. SEVERABILITY. 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
remaining covenants, agreements and provisions hereof, and shall in no way
affect the validity thereof or of the Bonds issued hereunder.
SECTION 23. VALIDATION. The attorney for the County is hereby
authorized and directed to institute appropriate proceedings in the
Circuit Court of the Nineteenth Judicial Circuit of Florida in and for
Indian River County, Florida, for the validation of the Bonds.
SECTION 24. REPEALER. All resolutions or parts of resolutions
in conflict herewith are hereby repealed.
SECTION 25. EFFECTIVE DATE. This Resolution shall take effect
immediately upon its adoption.
- 28 -
The foregoing resolution was offered by Commissioner Eggert
who moved for its adoption. The motion was seconded by Commissioner _
--q'iirinrk and, upon being put to a vote, the vote was as follows:
Chairman Gary C. Wheeler Aye
Vice Chairman Carolyn K. Eggert --Ty--e
Commissioner Don C. Scurlock
Commissioner Richard N. Bird _ Aye
Commissioner Margaret C. Bowman Aye
The Chairman thereupon declared the Resolution duly
passed and adopted this 14th day of February , 1989.
BOARD OF COUNTY COMMISSIONERS OF
INDIAN RIVER COUNTY, FLORIDA
By
r Chairma
Attest-
(/Je��Ye KQ Bart4n„ C e c
a.,
APPROVED�AS TO ORM AND
LEGAL SUFFICIENCY
Charles P. Vitunac
Attorney for the County
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