1989-03 Sewer Plant AdditionsFLORIDA:
RESOLUTION NO. 89-3
A RESOLUTION ' AUTHO.RIZING THE CONSTRUCTION AND
ACQUISITION' OF ADDITIONS, EXTENSIONS AND
IMPROVEMENTS TO .THE WATER AND SEWER SYSTEM OF .THE
CITY; ' PROVIDING FOR THE ISSUANCE OF NOT EXCEEDING
$5,0000000 WATER AND SEWER IMPROVEMENT REVENUE
BONDS, SERIES 1989 OF THE CITY TO BE APPLIED TO PAY THE
COST OF ! SUCH ADDITIONS,. EXTENSIONS AND
IMPROVEMENTS; .PROVIDING FOR THE PAYMENT THEREOF;
PROVIDING FOR THE RIGHTS OF THE HOLDERS OF THE
BONDS; MAKING CERTAIN OTHER • COVENANTS AND
AGREEMENTS IN CONNECTION WITH THE ISSUANCE AND
SALE OF SUCH BONDS; AUTHORIZING ' THE ISSUANCE -OF
=2,0009000 WATER AND SEWER IMPROVEMENT REVENUE BOND
ANTICIPATION NOTES, SERIES 1989; AWARDING SALE. OF THE
NOTES; DESIGNATING* THE PAYING AGENT FOR THE NOTES;
DESIGNATING THE NOTES AS A QUALIFIED TAX EXEMPT
OBLIGATION; AND PROVIDING AN EFFECTIVE DATE.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF OKEECHOBEE,
Section 1. AUTHORITY FOR THIS RESOLUTION. This Resolution is
enacted pursuant to Chapter 166, Part- 1I, Florida Statutes, and 'other applicable provisions
of law, and pursuant to Section 16R of Resolution No. 87-1 duly adopted by the City
Council of the Issuer on January 20,. 19879 as amended and supplemented, particularly as
amended and supplemented by Resolution No. 87-7 duly adopted by the City Council of
the Issuer on July 8, 1987 and Resolution No. 87-8 duly adopted by the City Council of -the
Issuer on July 21, 1987 (collectively, the "Original Resolution") and is supplemental to said
Original Resolution.
Section.2. DEFINITIONS. All terms defined in the Original Resolution
shall have the same meaning herein,.unless the text otherwise expressly requires. .The
following terms shall have the -following meanings herein, unless the text otherwise
expressly requires. Words importing singular number shall include the plural number in
each case and vice versa) and words importing persons shall include firms and
corporations.
111989 Bonds" shall mean the Issuer's Water and Sewer Improvement Revenue
Bonds, Series 1989, herein authorized to be issued.
111989 Project" shall mean the construction and acquisition of additions,
extensions and improvements of the. System pursuant to plL,is and specifications of the
Consulting Engineers on file, or to be on file, with the Issuer.
"Act" shall mean Chapter 1661 Part II, Florida .Statutes, and other applicable
provisions of law, and the Original•Resawtion.
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"Bonds" shall mean the Parity Bonds, the 1989 Bonds, together with any
Additional Bonds hereafter issued under the terms, conditions, and limitations contained
In the Original Resolution.
"Notes" shall mean the Issuer's Water and Sewer Improvement Revenue Bond
Anticipation Notes, Series 1989, herein authorized to. be issued.
"Parity Bonds" shall mean the Issuer's Water and Sewer Refunding and
Improvement Revenue Bonds, Series 1987, authorized pursuant to the Original Resolution.
Section 3. FINDINGS., It Is hereby ascertained, determined and
declared that:
A. The Issuer now owns, operates and maintains the System and Is
empowered to maintain, operate, improve and extend such system and regulate and fix
reasonable rates and charges for the services furnished thereby.
B. The Issuer derives Gross Revenues from rates, fees and charges made
and collected for the services and facilities.of the System supplying water and sanitary
sewerage services and the Pledged Revenues are not pledged or encumbered in any
manner, except for payment of the Parity Bonds.
C. It is necessary and desirable to acquire and construct the 1989 Project,
in order to preserve and protect the public health, safety and welfare of the Inhabitants of
the Issuer.
D. The estimated. Cost of the 1989 Project Is $5,000,000. - A portion of such
cost shall be paid from the proceeds derived from the sale of the 1989 Bonds or the Notes,
or in part from each source..
E. The Original Resolution, in Section 16R thereof, provides for the
Issuance of Additional Bonds on a parity with the Parity Bonds under the terms,
limitations and conditions provided therein.
F. The Issuer is -authorized to issue the 1989 Bonds as Additional Bonds
within the authorization contained In Section 16R•'of the Original Resolution at such time
as the 1989 Bonds can meet the conditions .rind restrictions of such Section 16R. The
Issuer expects that the Pledged Revenues will be sufficient to comply with the
requirements of Section 16R of the Original Resolution for issuance of the 1989 Bonds as
Additional Bonds at or prior to the maturity of the Notes hereinafter described.
G. The estimated Pledged Revenues will be sufficient to pay all of the
principal of and interest on the 1989.Bonds and the Parity Bonds, as the same become due,
and to make all required sinking fund, reserve and other payments required under this
Resolution.and the Original Resolution.
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.Y H. The principal of and Interest on the 1989 Bonds and all required sinking
fund, reserve and other ,payments shall be made solely from the Pledged Revenues as
• provided herein and In the Original Resolution, on a parity with the Parity Bonds. The
Issuer shall never be required to -levy ad valorem taxes on any property therein to pay the
principal of and.interest.on the 1989 Bonds or to•make any of the required sinking fund,
reserve or other payments, and any failure to pay. the_ 1989 Bonds shall not give rise to a
lien upon any property of or in the Issuer, except the Pledged Revenues.
I. It is necessary and urgent that funds be made immediately available in
order to provide money for the. cost of the acquisition and construction of the 1989
Project. However, because of.' the urgent need for funds and the need to structure
long-term financing in the most advantageous manner in the municipal bond market, It is
necessary for the Issuer to resort to short-term financing at this time in anticipation of
the receipt by it of the proceeds to be derived from the sale of the 1989 Bonds.
Otherwise, if the Issuer postpones and delays the 1989 Project, pending the same and
delivery of such 1989 Bonds, considerable inconvenience will be suffered by the Issuer and
Its inhabitants. The principal of the Notes to be issued pursuant to this Resolution will be
payable solely from. and secured by a prior lien 'upon and pledge of the first proceeds
derived from the sale of the 1989 Bonds and, if necessary, from a lien upon and pledge of
the Pledged Revenues and the intere•, on the Notes will be payable solely from the
Pledged Revenues, both pledges and liens on the Pledged Revenues being junior and
subordinate to the lien thereon of the Parity Bonds.
Section 4. AUTHORIZATION OF CONSTRUCTION AND ACQUISITION
OF 1989 PROJECT. There is hereby authorized the construction and acquisition of the
1989 Project in accordance with the r,_,,.orts ?0 the Consulting Engineers presently on file
with the Issuer and pursuant to the plans and specifications of such Consulting Engineers
on file with the Issuer as the same may be revised from time to time. The "Cost of the
1989 Project", in addition to the items set forth in the plans and specifications, may
Include, but need not be limited to, the acquisition of any lands or interest therein or any
other properties deemed necessary or convenient therefor; capitalizable costs incurred to
bring the System into compliance with the plans and specifications; engineering, legal and
financing expenses; expenses for estimates of costs and of revenues; expenses for plans,
specifications and surveys; the fees of fiscal agents, financial advisors or consultants;
administrative expenses relating solely to the construction and acquisition of the 1989
Project; Interest upon the Notes and the 1989 Bonds during the period of construction of
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the 1989 Project and up to twelve months thereafter; the cr;:ation and establishment of
reasonable reserves for debt service; bond discount, if any, and such other costs and
+' expenses, including legal fees and bond insurance premiums, as may be necessary or
Incidental to the financing herein authorized.and the construction and acquisition of the
1989 Project and the placing of same in operation.
Section 5. ORIGINAL RESOLUTION AND THIS RESOLUTION TO
CONSTITUTE CONTRACT. In consideration of the acceptance of the 1989 Bonds by the
Bondholders from time to time, the Original Resolution and this Resolution shall be
deemed to be and shall constitute a contract between the Issuer and such Bondholders.
The covenants and agreements herein set, forth to be performed -by the Issuer shall be for
the equal benefit, protection and security of the legal Bondholders of any and all of such
1989 Bonds, all of which shall be of equal rank and without preference, priority or
distinction of any of the 1989 Bonds over any other thereof, except as expressly provided
therein and herein.
Section 6. AUTHORIZATION OF 1989 BONDS. Subject and pursuant to
the provisions hereof, Bonds of the Issuer to be known as "w^.ter and Sewer Improvement
Revenue Bonds," the first installment of which is to be designated "Series 1989," are
authorized to be issued in the aggregate principal amount of not exceeding Five Million
Dollars ($5,000,000).
Section 7. DESCRIPTION OF 1989 BONDS. The 1989 Bonds shall be
dated as of a date or dates to be.fixed by subsequent resolution of the Issuer, but not later
than their date of delivery,may be Serial.Bonds, Term Bonds, or a combination thereof;
shall be designated "R-_" and numbered consecutively from one upward in order of
authentication; shall be in such denominations, shall bear interest at such rate or rates not
exceeding the maximum legal rate allowable by law to be payable at such times, and shall
mature either .annually or -semi-annually on sv.ch dates and In. such years and amounts, .all
as shall be•determined by subsequent resolution of the Issuer. The .1989 Bonds shall bear
interest from their date or from the most recent interest payment date to which Interest
has been paid, until payment of the principal sum.
The 1989 Bonds shall be iSSLt d in fully registered form, payable as to principal
and premium, if any, .upon presentation^ and surrender thereof on the date fixed for
maturity or redemption thereof at the corporate trust office of the paying agent
hereafter named. Interest on each fvlly registered 1989 Bond shall be paid by check or
draft mailed to the person. in - whose name the, 1989 Bond is registered, at his or her
address.as it appears on the Bond Register maintained by the Registrar, at the close of
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business on the 15th day of the month (. Nether or not a business day) next preceding the
interest payment date (the. "Record Date'),' irrespective of any transfer of such 1989 Bond
• subsequent to such Record Date and prior to such interest payment date, unless the Issuer
shall be In default in payment. -of interest due on such Interest payment. date. In the event
of any such default, such defaulted Interest shall be payable to the person In whose name
such 1989 Bond is res ;tered at the close of business on a special record date for the
payment of defaulted Interest as established by notice mailed by the Registrar to the
registered -owner of the 119.89 Bonds not less than fifteen days preceding such special
record date. Such notice shall be mailed to the person in whose name such 1989 Bond Is
registered at the close of *business.on the fifth (5th) day preceding the date of mailing.
All payments shall be made in accordance with and pursuant to the terms of this
Resolution, and the 1989 Bonds and shall be payable In any coin or currency of the United
States of America which, at the time of payment, Is legal tender for the payment of
public or private debts,
No 1989 Bond shall be valid or become obligatory for any purpose or be
entitled to any security or benefit under the Original Resolution or this Resolution until
the Certificate of Authentication endorsed on the 1989 Bond scall have been duly signed
by the Registrar.
If the date for payment of .the principal of, premium, if any, .or interest on the
1989 Bonds shall be a Saturday, Sunday, legal holiday or a day on which the banking
Institutions in the city where the corporate trust office of the paying agent Is located are
authorized by law or executive order to close, ,then the date for such payment shall be the
next succeeding day which Is not a Saturday, Sunday or legal holiday or a day on which
such banking institutions are authorized to close, and payment on such date shall have the
same force and effect as if made on the nominal date of payment.
The 1989 •. Bonds may, be issued or exchanged for 1989 Bonds In coupon form,
payable to bearer, In such- form, with such attributes and upon such conditions as the
Issuer may provide by supplemental resolutions, upon receipt of an opinion from a
nationally recognized bond counsel that- such issuance or exchange will not cause Interest
on the 1989 Bonds to be Includable in gross Income of the holder for federal income tax
purposes.
Section 8. EXECUTION OF 1989 BONDS. The 1989 Bonds shall be
executed In the name of the Issuer. by the Mayor and attested by the City. Clerk, and
approved as to form by the City Attorney,. either manually or , with their facsimile
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0
V.
signatures, and the official seal of the Issuer or a facsimile thereof shall be affixed
thereto or reproduced thereon. .The facsimile signature of such officers may be imprinted
or reproduced on the 1J89 Bonds. The Certificate of Authentication of the Registrar shall
appear on the 1989 Bonds, and no 1989 Bond shall be valid or obligatory for any purpose or
be entitled to any. security or benefit under the Original Resolution or this Resolution
unless such Certificate of Authentication shall have been duly executed on such 1989
Bond. The authorized signature for the Registrar shall be either manual or facsimile;
provided, however, that at least one of the signatures appearing on the 1989 Bonds, shall
at all times be a manual signature. ?n case any officer whose signature shall appear on
any 1989 Bonds shall cease to be such officer before the delivery of such 1989 Bonds, such
signature or facsimile shallnevertheless be valid and sufficient for all purposes the same
as if he had remained in office until such delivery. Any 1989 Bonds may be signed and
sealed on behalf of the Issuer by such person who at the actual time of the execution of
.such 1989 Bonds shall hold the proper office with the Issuer, although at the date of
adoption of this Resolution such -person may not have held such office or may not have
been so authorized.
Section 9. NEGOTIABILITY. Subject to the provisions hereof
respecting registration and transfer, the 1989 Bonds shall be and shall have all the
qualities and Incidents of -negotiable instruments under the laws of the State of Florida,
and each successive holder, In accepting any of the 1989 Bonds, shall be conclusively
deemed to have agreed that the 1989 Bonds shall be and have all of such qualities and
incidents of negotiable instruments under the Uniform Commercial Code - Investment
Securities of the State of Florida.
Section 10. , REGISTRATION, -EXCHANGE AND TRANSFER. There shall
be a Registrar for the 1989 Bonds which may be the Issuer or a designated bank or trust
company located within or without the State of Florida. The Registrar shall maintain the
registration books of the Issuer and be responsible for the transfer and exchange of the
1989. Bonds. The Issuer shall, prior to• the proposed date of delivery of the 1989 Bonds, by
resolution designate -the Registrar. and paying agent. The Registrar shall maintain the
books for the registration of the transfer_ and exchange of the 1989 Bonds in compliance.
with the Florida Registered Public Obligations Act and the system of registration as
established by the Issuer In the Origlnal.Resolution and this Resolution pursuant thereto.
1989 Bonds may be transferred upon the registration books, upon delivery to
the Registrar, together with written instructions as to the details of the transfer of such
1989 Bonds, along with the social security number or federal employer identification
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number of such transferee and, if such transferee is a trust, the name and social security
or federal employer Identification .numbers of the settlor and beneficiaries of the trust,
• the date of the trust and the name of the trustee. No transfer of any 1989 Bond shall be
effective until entered.on the registration books maintained by the Registrar.
Upon surrender for transfer or exchange.. of any 19.89 Bond, the Issuer shall
execute and the Registrar shall' authenticate and deliver in the name of the registered
owner or the transferee or transferees; as the- case may be, a new fully registered 1989
Bond or 1989 Bonds of authorized denominations of the same maturity and Interest rate
for the aggregate principal 'amount which the .registered owner is entitled to receive at
the earliest practicable time in accordance ith the provisions of this Resolution. The
Issuer or the Registrar may charge the owner of such 1989 Bond -for every such transfer or
exchange an. amount. sufficient to. reimburse them for their reasonable fees and for any
tax, fee, or other governmental charge required to be paid with respect to such transfer,
and may require that such charge be- paid before any such new 1989 Bond shall be
delivered.
All 1989 Bonds presented for transfer, exchange, redemption or payment (if so
required by the Registrar), shall'be accompanied by a written Instrument or instruments
of transfer or authorization for exchange, Inform and.with guaranty of -signature satis-
factory to the Registrar, duly executed by the registered holder or by his duly authorized
attorney In fact or legal representative.
All 1989 Bonds delivered upon transfer or exchange shall bear Interest from
the preceding interest payment date so .that neither gain nor loss in interest shall result
from the transfer or. exchange. New 1989 Bonds delivered upon any transfer or exchange
shall be valid obligations of the Issuer, evidencing the same debt as the 1989 Bond
surrendered, shall be secured.by the Original Resolution and this Resolution and shall be
entitled to all of the security and the benefits hereof to the same extent as the 1989
Bonds surrendered.
The Issuer and the Registrar may treat the registered owner of any 1989 Bond
as the absolute owner thereof for all purposes, whether or not such 1989 Bonds shall be
overdue, and shall not,, be bound by any notice to the contrary.
Notwithstanding the foregoing provisions of this section, the Issuer reserves
the right, on or prior to the delivery -of the 1989 Bonds to amend or modify the foregoing
provisions relating to the registration of the 1989 Bonds by resolution or ordinance in
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order to comply with all. applicable laws, rules, and regulations of the- United States
and/or the State of Florida relating thereto.
Section 11. 1989 BONDS MUTILATED, DESTROYED, STOLEN OR
LOST. In case any 1989 Bond shall become mutilated, or be destroyed, stolen or lost, the
Issuer may in Its discretion Issue and deliver a new 1989 Bond of like tenor as the 19.89
Bond so mutilated, destroyed, stolen or lost,. In exchange and substitution for such
mutilated. 1989 Bond upon surrender and cancellation of such mutilated 1989 Bond or in
lieu of and substitution for the 1989 gond destroyed, stolen or lost, and upon the holder
furnishing the Issuer. proof of. his ownership thereof and satisfactory indemnity and
complying with such other reasonable regulations and conditions as .the Issuer may
prescribe and paying such expenses as the Issuer may Incur. All 1989 Bonds so. surrendered
shall be ' cancelled by the Registrar for the 1989 Bonds. If any of the 1989 Bonds shall
have matured or be about to mature, ;nstead of issuing a substitute 1989 Bond, the Issuer
may pay the same, .upon being Indemnified as aforesaid, and if such 1989 Bonds be lost,
stolen or destroyed, without surrender thereof.
Any such duplicate 1989 Bonds Issued pursuant to this section shall constitute
original, additional contractual obligations on the part ,of the Issuer whether or not the
lost, stolen or destroyed 1989 Bonds be at any time found by anyone, and such duplicate
1989 Bonds shall be entitled to equal and proportionate benefits and rights as to lien on
the source and security for payment from the funds, as hereinafter pledged, to the same
extent as all other 1989 Bonds issued hereunder.
Section 12. PROVISIONS FOR REDEMPTION. The 1989 Bonds which are
Term Bonds shall be subject to mandatory redemption by means of the Bond Amortization
Account and the 1989 Bonds shall be r'edeemable as provided by subsequent resolution of
the Issuer.
1989 Bonds in denominations greater than an authorized denomination shall be
deemed to be an equivalent number of 1989 Bands in the denomination of an authorized
denomination. If a 1989 Bond is of a denomination larger than an authorized denomi-
nation, a portion of such 1989 Bond may be redeemed, in tl.a amount of an authorized
denomination or integral multiples thereof.
Notice of such redemption, Identifying the 1989 Bonds or portions thereof
called for redemption which notice shall include the CUSIP numbers as well as other
Identifying and relevant descriptive details (1) shall be filed with, the paying agents and
any Registrar; and (ii) shall be .malled by the Registrar, registered or, certified mall or
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overnight delivery service, postage prepaid, to all registered owners of the. 1989 Bonds and
to the four depositories'and to one or more o. the national call information services, to be
redeemed not more than forty-five (45) days and not. less than thirty (30) days prior to the
date fixed for redemption at their -addresses as they appear on the registration books to be
maintained in accordancelwith the provisions hereof. In the case of an advance refunding
of the 1989 Bonds, a second redemption notice shall be sent not less than thirty (30) days
prior to the redemption date. scheduled under an advance refunding previously noticed.
Failure to .give such notice by mailing to any owner of 1989 Bonds or to any depositary or
national call Information service, or any defect therein, shall not affect the validity of
any proceeding for the redemption of other 1989 Bonds.
Notice having been mailed and filed in the manner and under the conditions
hereinabove provided, the 1989 Bonds or portions of 1989 Bonds so called for redemption
shall, on the redemption date designated in such notice, become and be due and payable at
the redemption price provided for rec'.,mption of such 1989 Bonds or portions of 1989
Bonds on such date. Redemption payments should Include the "CUSIP number of the 1989
Bonds to which they apply. On the date so designated for redemption, notice having been
maIIed and filed and moneys for payment of the redemption price being held In separate
accounts In trust for the holders of the 1989 Bonds or portions thereof to be redeemed, all
as provided in the Original Resolution and this Resolution, interest on the 1989 Bonds or
portions of .1989 Bonds so called for redemption shall cease to accrue, such 1989 Bonds
and portions of 1989 Bonds shall cease to be entitled to any lien, benefit or security under
the Original Resolution and this Resolution, andthe holders -or registered owners of such
1989 Bonds or portions of 1989 Bonds, shall have no rights In respect thereof except to
receive payment of the redemption price thereof:
Upon surrender of any 1989 Bond for redemption in part only, the Issuer shall
Issue and deliver to the holder thereof, the costs of which shall be paid by the holder, a
new 1989 Bond or 1989 Bonds of authorized denominations in aggregate principal amount
equal to the unredeemed portion surrendered.
Section 13. FORM OF 1989 BONDS. The text- of the 1989 Bonds, the
Certificate of Authentication and the Assignment shall .be In substantially the following
forms, with such omissions, :insertions and variations as may be necessary and desirable
and authorized and permitted by this Resolution or by any subsequent ordinance or
resolution adopted prior to the issuance thereof:
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T
(Form of Fully Registered Bonds)
No. R- UNITED STATES OF AMERICA $
STATE OF FLORIDA
CITY OF OKEECHOBEE
WATER AND SEWER IMPROVEMENT REVENUE I3OND, SERIES 1989
Rate of Interest Maturity Date Dated Date CUSIP
Registered Holder:
Principal Amount:
KNOW ALL MEN BY THESE PRESENTS, that the City of Okeechobee,
Florida, a municipal corporation of th,! State of Florida (hereinafter called "Issuer"), for
value received, hereby promises to pay to the Registered Holder identified above, or
registered assigns, on the Maturity Date identified above, the Principal Amount shown
y
above, solely from the revenues hereinafter mentioned, and to pay solely from such
revenues, interest on said sum•from the date of this Bond or from the most recent interest
payment date to which interest has been paid, at the Rate of Interest per' annum set forth
above until the payment of such principal sum, such interest being payable on
and semiannually thereafter on and
of each year. The principal of and premium, If any, on this Bond are payable upon
presentation and surrender hereof on the date fixed for maturity or redemption at the
principal office of (the "Paying Agent") in
or at the office designated for such payment of any successor thereof.
The interest on this Bond, when due and payable, shall be paid by check or draft mailed to
the Registered Holder, at his address as It appears on the Bond Register, at the close of
business on the 15th day of the month.(whether or not a business day) next preceding the
Interest payment date (the "Record' Date"), Irrespective of any transfer of this Bond
subsequent to such Record Date and prior to such'interest payment date, unless the Issuer
shall be In default in payment of Interest due on such Interest payment date. In the event
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of any such default, such defaulted interest shall be payable to the person in whose name
such Bond is registered'at the close of business on a special record date for the payment
• of defaulted interest as established by notice mailed by the Registrar to the Registered
Holder not less. than fifteen days preceding such- special record date. Such notice shall be
mailed to the person in whose name such Bond is registered at the close of business on the
fifth (5th) day preceding the date of mailing. All amounts due hereunder shall be payable
In any coin or currency of the United States, which is, at the time of payment, legal
tender for the payment of public or private debts.
This Bond is one of a duly authorized issue. of Bonds of the Issuer designated
"Water and Sewer Improvement .Revenue Bonds" in the aggregate principal amount of
$5,000,000, the first installment of which is in the aggregate principal amount of
$ and designated "Series 198'911, of like tenor and effect, except as to
number, date, maturity, Interest 'rate and 'redemption provisions,- issued to finance the
cost of the construction and acquisition of additions, extensions and improvements to the
complete and. consolidated water and sewer system (the "System") of the Issuer, pursuant
to the authority of and. In full eo.mpliance with the Constitution and laws of the State of
Florida, including particularlyr Chapter 166, Part II, Florida Statutes, and other applicable
provisions of law, and pursuant to Resolution No. 87-1 adopted by the City Council of the
Issuer on January 20, 1987, as amended and supplemented, and pursuant to Resolution No.
,.adopted by the. City Council of the Issuer on , as
amended and supplemented (hereinafter collectively called the "Resolution"), and is
subject to all the terms and conditions of such Resolution.
This Bond and the issue of. Bonds of which it is a part, are special obligations
of the Issuer payable sL . ely from and secured by an irrevocable lien upon and pledge of the
net revenues derived by the Issuer from the operation of the System (the "Net Revenues"),
the proceeds of a tax levied and collected by the Issuer on the purchase of electricity,
bottled gas (natural -or manufactured), and local telephone service in the territorial limits
of the Issuer, pursuant to law and Ordinance No. 216, enacted by the Issuer on October 8,
1945, as the same may be amended or supplemented from time to time .(the "Public
Service Tax Revenues"), the amounts due and payable to the Issuer under franchises
granted by the Issuer, more particularly described below, as such franchises may be
renewed or extended from time to times (i) Franchise granted to Okeairco, Inc. cable
television- of Okeechobee for a community antenna television system, pursuant to an
ordinance enacted on May 23, 1972; (ii) Franchise granted to Florida Power & Light
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Company for electric light- and power. facilities, pursuant to-Ordigance No. 376 of the
Issuer,' enacted on Augyst 5, 1.975, as amended; and (iii) Franchise granted to United
Telephone Company of Florida for a communications systems, pursuant to franchise
agreement dated August 1, 1982 "(the."Franchise Revenues"), and the portion of the State
revenue sharing trust funds received by .the Issuer from the Florida Department of
Revenue and designated as "Guaranteed Entitlement" under the provisions of Chapter 218,
Part II, Florida Statutes, as amended (the "Guaranteed Entitlement Funds") (the Net
Revenues, the Public Service Tax Revenues, the Franchise Revenues and the Guaranteed
Entitlement Funds hereinafter collectively referred to as the "Pledged Revenues"), all. in
the manner provided in the Resolution.
The lien upon and pledge of the Pledged Revenues in favor of the holders of
Bonds of which this Bond is one,' is on a parity and ranks equally with the lien thereon and
pledge thereof in favor of the holders of .the Issuer's outstanding Water and Sewer
Refunding and Improvement Revenue .Bonds, Series 1987, dated July 1, 1987 (hereinafter
called the "Parity Bonds").
The Resolution provides for the release of some )f the Pledged Revenues in
certain events for the provisions of which reference Is made to the Resolution.
This Bond does not constitute .a general indebtedness, or a pledge of the faith,
credit or taxing power of the Issuer, the State of Florida nor any political subdivision
thereof, within the meaning. of any constitutional or statutory provision or limitation.
Neither the State of Florida nor any noliticr' subdivision thereof, nor the Issuer shall be
obligated (1) to exercise Its ad valorem taxing power or any other taxing power In any
form on any real or personal property In the Issuer to pay the principal of the Bonds, the
interest thereon or other costs incident thereto or (2) to pay the same from any other
funds of the Issuer, except from the Pledged Revenues, in the manner provided herein and
in the Resolution. It is further agreed between the•Issuer and the registered holder of this
Bond that this Bond and the indebtedness evidenced hereby shall not constitute a lien on
the Project or any other property of the Issuer, but shall constitute a lien only on the
Pledged Revenues, in the manner provided in.the Resolution.
(Insert Redemption Provisions)
Bonds In denominations greater than $ shall be deemed to be an
equivalent number of Bonds of the denomination of $ In the event a Bond is
of a denomination larger than $ , a portion of such i. ay be redeemed, but Bonds
shall be redeemed only in the principal amount of $ or any integral multiple
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thereof. In the event any of the Bonds or portions thereof are called for redemption as
aforesaid, notice thereof identifying the Bonds or portions thereof to be redeemed which
• notice shall include the CUSIP numbers as well as other Identifying and relevant
descriptive details will be given by the. Registrar (who shall be the paying agent for the
Bonds, or such other person, firm or corporation as may from time to time be designated
by the Issuer as the Registrar for the Bonds) by mailing a copy of the redemption notice
by certified or registered mail or overnight delivery service (postage prepaid) not more
than forty-five (45) days and not less then thirty (30) days prior to the date fixed for
redemption to the registered owner of each Bond to be redeemed in whole or in part at
the address shown on the registration books and to others as set forth in the Resolution.
Failure to give such notice by mailing to any owner of Bonds or any other, or any defect
therein, shall not affect the validity of any proceeding for the redemption of other Bonds.
All Bonds so called for redemption will cease to bear Interest after _the specified
redemption date provided funds for their redemption are on deposit at the place of
payment at that time.
If the date for payment of the principal of, premium, If any, or interest on this
bond shall be a Saturday, Sunday, legal holiday or a day on which banking institutions in
the city where the corporate trust office of the paying agent is located are authorized by
law or executive order to close, then the date for such payment shall be the next
succeeding day which is not a Saturday, Sunday, legal holiday or a day on which such
banking institutions are authorized to close, and payment on such date shall have the same
force and effect as if made on the nominal date of payment.
In and by the Resolution, the Issuer has covenanted and agreed with the
holders of the Bonds that it will .fix, establish and maintain such rates and collect such
fees, rentals and other charges for the services and facilities of the System and revise the
same from time to time whenever necessary, as will always provide Gross Revenues in
each Fiscal Year sufficient to pay 100% of the Cost of Operation and .Maintenance of the
System in such Fiscal Year, 125% of the Bond.Service Requirement becoming due in such
Fiscal Year on the outstanding Bonds, the Parity Bonds and on all outstanding Additional
Bonds, including all Pledged Revenues not released under the Resolution, plus 100% of all
reserve and other payments required to be made pursuant to the Resolution, including all
Pledged Revenues not released under the Resolution, and has entered into certain other
covenants and agreements respecting the Bonds, as to which reference is made to the
Resolution.
LKL-07/25/89-324AA-2907 -13-
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 the Bonds of this issue does not violate any constitutional or statutory
limitations or provisions.
(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.")
Subject to the provisions of the Resolution respecting registration, this Bond is
and has all the qualities and incidents of a negotiable Instrument under the Uniform
Commercial Code - Investment Securities of the State of Florida.
The Bonds are issued in the form --f fully registered bonds without coupons in
denominations of $ or any Integral multiple of S . Subject. to the
limitations and upon payment of the charges provided in the Resolution, Bonds may be
exchanged for a like aggregate principal amount of Bonds of the same maturity of other
authorized denominations. This Bond is transferable by the Registered Holder hereof in
person or by his attorney duly authorized in writing, at the above-mentioned office of the
Registrar, but only in the manner, subject to the limitations and upon payment of the
charges provided in the Resolution, and upon surrender and cancellation of this Bond.
Upon such transfer a new Bond or Bonds of the same maturity and rate of Interest, and of
authorized denomination or denominations, for the same aggregate principal amount, will
be issued to the transferee in exchange therefor at the earliest practicable time in
accordance with the provisions of the Resolution. Bonds may -be transferred upon the
registration books upon delivery to .th( registrar of the Bonds, accompanied by a written
instrument or instruments of transfer In form and with guaranty of signature satisfactory
to the Registrar, duly executed by the Registered Holder of the Bonds to be transferred or
his attorney-in-fact or legal representative; containing written instructions as to the
details of the transfer of such Bonds, along with the social security number or federal
employer identification number of such transferee and, if such transferee is a trust, the
name and social security or federal employer identification numbers of the settlor and
beneficiaries of the trust, the federal. employer identification number and date of the
trust and the name of the trustee. The Issuer or the Registrar may charge the Registered
Holder of such Bond for every such transfer of a Bond an amount sufficient to reimburse
LKL-07/25/89-324AA-2907 -14-
them for their reasonable fees and any tax, fee, or other governmental charge required to
be paid with respect to'such transfer, and may require that such charge be paid before any
• such new Bond shall be delivered.
The Issuer may. deem and treat the ' Registered Holder hereof as the absolute
I
owner hereof (whether or not this Bond shall be overdue) for the purpose of receiving
payment of or on account of principal hereof and interest dij,, hereon and for all other
purposes, and the Issuer shall not be affected by any notice to the contrary.
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 authenti-
cation endorsed hereon shall.have been duly signed by the Registrar.
IN WITNESS WHEREOF, the City of Okeechobee, Florida, has issued this Bond
and has caused the same to be executed by the manual.or facsimile signature of its Mayor
and attested by the manual or facsimile signature of -its City Clerk, and its official seal or
a facsimile thereof to be affixed, impressed, imprinted, lithographed or reproduced
hereon, as of
CITY OF OKEPCHOBEE, FLORIDA
Mayor
(SEAL)
Attest:
City Clerk
APPROVED AS TO FORM:
City Attorney
LKL-07/25/89-324AA-2907 -15-
CERTIFICATE OF AUTHENTICATION OF BOND REGISTRAR
This bond is one of the'Issue of the within described Bonds. The interest rate, maturity
date, registered holder, rate of .interest and principal amount shown above are correct in
all respects and have been recorded, along with the applicable federal taxpayer
Identification number and the address of the registered holder, in the Bond Register
maintained at the principal offices of the uncersigned.
Registrar
Date of Registration and Authentication:
By:
Authorized Officer
LKL-07/25/8M24AA-2907 -16-
ASSIGNMENT
FOR VALUE RECEIVED;,the undersigned
• (the "Transferor"), hereby sells, assigns, and -transfers unto
(Please insert name and Social Security or Federal Employer
Identification number of assignee) the .-Athin bond and all rights thereunder, and hereby
irrevocably constitutes and appoints
(the "Transferee") as attorney to register the transfer of the within Bond on the books
kept for registration thereof, with full power of substitution In the premises.
Date:
Signature Guaranteed:
NOTICE: Signature(s) must be guaranteed
by a member firm of the New York Stock
Exchange or a commercial bank or a trust
company.
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 corresponds with the name
as it appears upon the face of the within
Bond in every particular; without alteration
or enlargement or any change whatever and
the Social Security or Federal Employer
Identification Number of the Transferee is
supplied.
The following abbreviations, when used in the inscription on the face of the
within bond, shall be construed as though they were written out in full according to
applicable laws or regulations:
TEN COM - as tenants in
common
TEN ENT - as tenants by the
entireties
JT TEN - as joint tenants with
right of survivor-
ship and not as
tenants in common
UNIF GIF MIN ACT -
(Cust.)
Custodian for
(Minor)
under Uniform Gifts to Minors Act
of
(State)
N
Additional abbreviations may also be used though not in list above.
LKL-07/25/89-324AA-2907 -17-
V
Section 14. 1989 BONDS NOT DEBT OF ISSUER. The 1989 Bonds do not
constitute a general Indebtedness, or a pledge of the faith, credit nor taxing power of the
Issuer, the State of Florida nor any political subdivision thereof, within the meaning of
any constitutional or statutory provision or limitation. Neither the State of Florida nor
any political subdivision thereof, nor :he Issuer shall be obligated (1) to exercise its ad
valorem taxing power or any other taxing power in any form on any real or personal
property in the Issuer to pay the principal of the 1989 Bonds, the interest thereon or other
costs incident thereto or (2) to pay the same from any other funds of the Issuer, except
from the Pledged Revenues, in the manner provided herein. It is further agreed between
the Issuer and the registered holder of the 1989 Bonds that the 1989 Bonds and the
indebtedness evidenced thereby shall not constitute a lien on the Project or any other
property. of the Issuer, but shall constitute a lien only on the Pledged Revenues, in the
manner provided in the herein.
Section 15. PLEDGED REVENUES. The payment of the principal of and
interest on the 1989 Bonds shall be secured forthwith equally and ratably by an
Irrevocable lien on the Pledged Revenues prior and superior to all other liens or
encumbrances on such Pledged Revenues and the Issuer does hereby irrevocably pledge
such Pledged Revenues to the payment of the principal of and .;nterest on the 1989 Bonds,
the reserves therefor, and for all other required payments, except that the lien upon and
pledge of the Pledged Revenues in favor of the holders of the 1989 Bonds is on a parity
and ranks equally with the lien thereon and pledge thereof ii: favor of the holders of the
Issuer's outstanding Parity Bonds. The Pledged Revenues (other than the Net Revenues)
are subject to the Issuer's optional release thereof upon compliance with Section 16U of
the Original Resolution.
Section 16. APPLICATION OF PROVISIONS OF THE ORIGINAL
RESOLUTION. The 1989 Bonds sha.L for all purposes be considered to be Additional
Bonds issued under the authority:of the Original Resolution, and shall be entitled to all the
protection and security provided therein for the Parity Bonds, and shall be in all respects
entitled to the same se(,urity, rights and privileges enjoyed by the Parity Bonds.
The covenants and pledges contained in the Original Resolution shall be
applicable to the 1989 Bonds herein ai;thorized in like manner as applicable to the Parity
Bonds, and the Revenue Fund, the Sinking Fund, the Reserve Account the Operation and
Maintenance Fund, the Renewal and Replacement Fund and (until directed by an opinion
LKL-07/25/89-324AA-2907 -18-
of nationally recognized bond counsel that .it is not required). the Rebate Fund, shall be
continued and mantained as long as any of the 1989 Bonds issued hereunder and interest
thereon are outstanding and unpaid. The principal of (including Amortization
• Installments, if any), Interest on and redemption premiums, if any, on the 1989 Bonds
herein authorized shall be payable from the Sinking Fund heretofore established on a
parity with the Parity Bonds, and payments shall be made into such Sinking Fund by the
Issuer from the Revenue Fund in amounts fully sufficient to pay the principal of (including
Amortization Installments, If any), anc.:nterest on the Parity Bonds and on the 1989 Bonds
herein authorized as such principal, Amortization Installments, if any, and interest
become due.
The Reserve Account established in the Original Resolution shall be applicable
pro rata to the 1989 Bonds in the same manner as applicable to the Parity Bonds, and the
payments to be made Into said Reserve Account shall be increased proportionately to
provide a reserve for the. Parity Bonds and the 1989 Bonds herein authorized, taking into
account. any surety bond or Insurance policy provided therefor, all as provided In the
Original Resolution.
Section 17. APPLICATION OF PROCEEDS OF THE 1989 BONDS. Except
as otherwise provided In Section 31(A) of this Resolution relating to the Notes, all moneys
received from the sale of the 1989 Bonds shall be deposited by the Issuer In a special
account in a.bank or trust company and applied by the Issuer as follows:
(A) All accrued interest to the date of delivery plus, at the option of
the Issuer, an additional amount sufficient to pay all or a portion of the interest to accrue
on the 1989 Bonds attributable to the 1989 Project through the estimated date of
completion of the 1989 Project- (as determined by the Consulting Engineer) and for not
more than one year thereafter, shall be deposited in the Sinking Fund and used solely -for
the purpose of paying interest becoming due on -the 1989 Bonds.
(B) To the extent not provided from other funds, a sum which, together
with moneys and surety bonds and Insurance policies on deposit im the Reserve Account
for the Bonds, will be equal to the Maximum Bond Service Requirement on the 1989 Bonds
and the outstanding Parity Bonds becoming due In any Fiscal Year, shall be deposited into
the Reserve Account, and the Issuer shall pay the premium to the provider of surety bonds
and Insurance policies, if any, obtained in lieu of required deposits to the Reserve
Account.
(C) To the extent not reimbursed or paid by the original purchaser of
• the 1989 Bonds, the Issuer shall pay all costs and expenses, including bond Insurance
LKL-07/25/89-324AA-2907 -19-
premiums, if any, in connection with the preparation, issuance and sale of the 1989
Bonds.
(D) The remainder'of the proceeds shall be deposited in a special fund
which is hereby created, established and designated as the "Series 1989 Water and Sewer
System Construction Fund" (herein called the "Construction Fund"). There shall be paid
Into the Construction Fund the balance of the moneys remaining after making all the
deposits and payments provided for in Section 31(A) of this Resolution relating to the
Notes and paragraphs (A) to (C) above.
Such Construction Fund shall be accounted for separately from all other
accounts of the Issuer, and the moneys on deposit therein shall be withdrawn, used and
applied by the Issuer solely to the payment -of the Cost of the 1989 Project and purposes
Incidental thereto, as hereinabove described and set forth. If for any reason such
proceeds or any part thereof are not necessary for or are not applied to the payment of
such Cost, then the unapplied proceeds shall be applied and allocated by the Issuer into
the Reserve Account to the extent necessary to meet the Maximum Bond Service
Requirement for all 'out9tanding Bonds as required therefor, and any balance thereafter
shall, at the option of the Issuer, either be held in the Construction Fund to pay the cost
of extensions, additions and betterments to the System upon the certification of the
Consulting Engineer that such improvements are needed and are economically sound and
feasible, or be deposited into the Revenue Fund under the Original Resolution. All such
proceeds shall be and constitute trust -funds for such purposes, and there is hereby created
a lien upon such moneys until so applied in favor of the Bondholders.
Any funds on deposit in the Construction Fund which, in the opinion of the
Issuer, acting upon the recommendation; of the Consulting Engineers, are not immediately
necessary for expenditure, as hereinabove provided, may be invested as provided in the
Original Resolution.
All expenditures or disbursements from the Construction Fund shall be made
only after such expenditures or disbursements shall have been approved in writing by the
Consulting Engineers. The date of completion of the 1989 Project shall be determined by
the Consulting Engineers, who shall certify such facts in writing to the Issuer.
Section 18. TAX COVENANTS. The Issuer at all times while the 1989
Bonds are outstanding shall comply with the --equirements of Section 103 and Part IV of
Subchapter B of Chapter One of the Code and any valid and applicable rules and
regulations promulgated thereunder or under any predecessor provisions of the Internal
LKL-07/25/89-324AA-2907 -20-
Revenue Code of 1954, as amended, including without limitation, the requirements
regarding payment of th'e' Rebate Amount In accordance with the Original Resolution.
• Section 19. SALE OF THE 1989 BONDS. The 1989 Bonds shall be issued
and sold in such manner and at such price or prices consistent with the provisions of the
Act and the requIre ments'of this Resolution, all at one time or in installments, from time
to time, as the Issuer shall hereafter determine by resolution; provided that no installment
shall be sold unless, at the time of sale, the Issuer complies with all of the requirements
of Section .1611 of the,Original Resolution treating such installment then being sold as
Additional Bonds thereunder.
Section 20. MODIFICATION OR AMENDMENT. No material modifi-
cation or amendment of this Resolution or of any ordinance or resolution amendatory
hereof or supplemental hereto may be made without the consent in writing of (i) the
Insurer under any insurance policy of the Issuer then in force which insures against non-
payment of principal of and redemption premium, if applicable, and interest on, the 1989
Bonds, and (ii) the registered owners of two-thirds or more In the principal amount of the
1989 Bonds then outstanding; providing, however, that no modification or amendment shall
permit a change in the maturity of the 1989 Bonds or reduction in the rate of interest
thereon or in the amount of the principal obligation thereof or affecting the promise of
the Issuer to pay the principal of and interest on the 1989 Bonds as the same shall become
due from the Pledged Revenues or reduce the percentage of registered owners required to
consent to any material modification or amendment hereof without the consent in writing
of any insurer and of all registered owners of such 1989 Bonds; provided further, however,
that no such modification or amendment shall allow or permit any acceleration of the
payment of principal of or interest on the 1989 Bonds upon any default in the payment
thereof whether or not the insurer and registered owners of such 1989 Bonds consent
thereto.
Section 21. DEFEASANCE AND SUBROGATION. (a) If, at any time, the
Issuer shall have paid, or shall have made pro�'ision for payme,it of, the principal, interest,
redemption premiums, if any, and Rebate Amount, if any, with respect to the 1989 Bonds,
then, and in that event, the pledge of and lien on the Pledged Revenues and all covenants
herein in favor of the Bondholders of the 1989 Bonds shall by no longer in effect. For
purposes of the preceding -sentence, deposit of Federal Securities or bank certificates of
deposit fully secured as to principal and Interest by Federal Securities or non -callable tax-
exempt bonds (or deposit of any other securities or, investments which may be authorized
LKL-07/25/89-324AA-29'07 -21-
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
Bondholders of the 1989.Bonds, in respect to which such Federal Securities or certificates
of deposit or non -callable tax-exempt bonds, the .principal and interest received will be
sufficient to make timely payment of the principal of, interest on, redemption premiums,
if any, expenses and any other obliga,ions of the Issuer incurred with respect to the
outstanding 1989 Bonds, shall be considered "provision for payment". Nothing herein shall
be deemed to require the. Issuer to call any of the outstanding 1989 Bonds for redemption
prior to maturity pursuant to any applicable optional redemption provisions, or to impair
the discretion of the Issuer in determining whether to exercise any such option for early
redemption.
(b) In the event any of the principal and redemption premium, if applicable,
and interest due on the 1989 Bonds shall be paid by an Insurer pursuant to an insurance
policy which insures against non-payment thereof, the pledge of the Pledged Revenues and
all covenants, agreements and other obligations of the Issuer to the Registered Owners to
whom or for the benefit of whom the insurer has made such payments, shall continue to
exist and the insurer shall be subrogated to the rights of such Registered Owners to the
full extent of such payments.
SECTION 22. AUTHORIZATION OF NOTES. Subject and pursuant to the
provisions of this Resolution and in anticipation of the sale and delivery of the 1989
Bonds, notes of the Issuer to be known as "Water and Sewer Improvement Revenue Bond
Anticipation Notes, Series 1989",. are hereby authorized to ue issued in the aggregate
principal amount of Two Million Dollars (;2,000,000).
SECTION 23. DESCRIPTION O NOTES. The Notes shall be bearer notes,
registrable as to principal and- interest, shall be numbered consecutively from 1 upward, In
the minimum denomination of $100,000 each or $5,000 multiples In excess thereof, shall
be dated their date of original Issuance, shall all mature and shall bear interest, payable
at maturity, at the principal amount, at the interest rate, and upon those other terms and
conditions set forth in the attached Exhibit "A".
All payments sha11 be made in accordance with and pursuant to the terms of
this Resolution and the Notes and shall be payable in any coin or currency of the United
States of America which, .at the tim(: of payment, is legal tender for the payment of
public or private debts.
SECTION 24. EXECUTION. OF NOTES. The Notes shall be executed in the
LKL-07/25/89-324AA-2907 -22-
o
name of the Issuer by its Mayor and attested and countersigned by the City Clerk, and
approved as to form by'the City Attornzy, and its corporate seal or a facsimile thereof
• shall be affixed thereto or reproduced thereon In'the same manner and pursuant to the
same conditions as are set forth herein for the 1989 Bonds (except that bearer notes shall
not require the Certificate of Authentication of the Registrar), all as more particularly
set out in Section 8 of this Resolution.
SECTION 25. NEGOTIABILITY AND REGISTRATION. .The Notes issued
hereunder shall be and have all of the, qualities and incidents of negotiable instruments
under the Uniform Commercial Code - Investment Securities of the State of Florida, and
each successive holder. In accepting said Notes, shall be conclusively deemed to have
agreed that such Notes shall be and have all of the qualities and incidents of negotiable
instruments under the Uniform Commercial Code - Investment Securities of the State of
Florida.
The Notes shall be issued in bearer form, registerable as to principal and
Interest, and shall be transferable to bearer and subject to registration as provided In the
form of Notes so issued. Upon payment of all transfer charges, the Notes may be
exchanged for a like aggregate principal amount of Notes in any authorized minimum
denomination of $100,000 or $5,000 multiples in excess thereof upon presentation by the
holder, or, when registered as to principal and interest, the registered owner..
SECTION 26. NOTES MUTILATED, DESTROYED, STOLEN OR LOST. The
provisions contained in Section 11 here,)f per dining to the 1989 Bonds shall also apply to
the Notes.
SECTION 27. PROVISIONS FOR REDEMPTION. The Notes shall be
redeemable at the option of the Issuer, in whole or in part, in authorized minimum
denominations of $100,000 or multiples of $5,000 in excess thereof, on any date, at the
price of par plus interest accrued to the redemption date and without premium. Notice of
such redemption shall be given to the Purchaser set forth on, and in the manner described
in, Exhibit "A" attached hereto.
SECTION 28. FORM OF NOTES. The Notes shall be in substantially the
following form, with such omissions, Insertions and variations as may be necessary and
desirable and authorized or permitted by this Resolution or by any subsequent ordinance
or resolution adopted prior to the issuance thereof:
LK L-07/25/89-324AA-2907 -23-
No.
-,Form of bearer note)
UNITED STATES OF AMERICA
STATE OF FLORIDA
CITY OF OKEECHOBEE
WATER AND SEWF" IMPROVEMENT REVENUE BOND ANTICIPATION NOTE, SERIES 1989
KNOW ALL MEN BY THESE PRESENTS, that the City of Okeechobee, Florida
(hereinafter called "Issuer"), for value received, hereby promises to pay to bearer hereof
or if this Note be registered, to- the registered owner, on the day of
19--., upon presentation and surrender hereof by the holder or, when
registered as to principal and interest, by the registered owner, solely from the special
funds hereinafter mentioned, the principal sum of
DOLLARS
and to pay at maturity, solely from such special funds interest thereon from the date
hereof at the rate of per centum ( %) per
annum. Both principal of and interest on this Note are payable upon presentation and
surrender hereof on the date fixed for r, urity or earlier redemption at the office of the
Clerk of the Issuer (the "Paying Agent"), in Okeechobee, Florida, or at the office
designated for such payment of any successor thereof. All amounts due hereunder shall be
payable in any coin or currency. of the United States which, at the time of payment, is
legal tender for the. payment of public or private debts.
This Note is one of an authorized issue of notes in the aggregate principal
amount of $2,000,000 issued to finance a portion of the cost of the construction and
acquisition of additions, extensions and improvements to the complete and consolidated
water and sewer system (the "System") of the Issuer, pursuant to the Constitution and
laws of the State of Florida, particularly Section 215.431, Florida Statutes, and a
resolution adopted by the City Council of the Issuer on 1989
(herein referred to as "Resolution"), in anticipation of ''ie receipt by the Issuer of the
proceeds from the sale of not exceeding $5,000,000 Water and Sewer Improvement
Revenue Bonds, Series 1989 (hereinafter called 111989 Bonds") of the Issuer, and is subject
to all the terms and conditions of such Resolution.
The principal of and interest on this Note Is payable solely from and secured
forwith, equally and ratably, by a prior lien upon and a pledge of the first proceeds
derived from the sale of the 1989 Bonds and, if necessary, by a lien upon and pledge of the
Pledged Revenues, as defined in the Resolution, junior and subordinate to the lien thereon
and pledge thereof securing payment of the Issuer's outstanding Water and Sewer
LKL-07/25/89-324AA-2907 -24-
Refunding and Improvement Revenue Bonds, Series 1.987 (the "Parity Bonds").
This Note domes not constitute a general indebtedness, or �a pledge of the faith,
• credit or taxing power of the Issuer, the State of Florida nor any political subdivision
thereof, within .the meaning -of any constitutional or statutory provision or limitation.
Neither the State of Florida nor any political subdivision thereof, nor the Issuer shall be
obligated (1) to exercise its. ad valorem taxing power or any other taxing power in any
form on any real or personal property in the Issuer to pay the principal of the Notes, the
Interest thereon or other costs incident thereto or (2) to pay the same from any other
funds of the Issuer, except from the first proceeds of the 1989 Bonds and, if necessary,
from the Pledged Revenues junior and subordinate to the Parity Bonds, all In the manner
provided herein and in the Resolution. It is .further agreed between the Issuer and the
holder of this Note that this Note and the indebtedness evidenced hereby shall not
constitute a lien on the Project or any other t operty of the Issuer, but shall constitute a
lien only on the first proceeds and Pledged Revenues as aforesaid, all in the manner
provided in the Resolution.
This Note -shall be redeemable at the option of the Issuer, in whole or in part, in
authorized minimum denominations of $100,000 or $5,000 multiples in excess thereof, on
any date, at the price of par plus interest accrued to the -redemption date and without
premium.
Notice of such redemptions!%all be given in the manner required by the Resolution.
Reference is made to the Resolution for the provisions relating to the security
of this Note and the duties and obligations of the Issuer.
It is hereby certified, recited and declared that all acts, conditions and things
required to exist, to happen, and to be performed precedent to and in connection with the
Issuance of this Note, 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 Note does not violate any constitutional or statutory
limitations or provisions.
This Note is and has all the qualities and Incidents of a negotiable instrument
under the Uniform Commercial Code - Investment Securities of the State of Florida.
This Note may be registered as to principal and Interest in accordance with
the provisions endorsed hereon.
LKL-07/25/89-324AA-2907 -25-
-a
Subject to the limitations and upon payment of the all transfer charges
provided in the Resolution, this Note may be exchanged for a like aggregate principal
amount of Notes in any authorized minimum denomination of $100,000 or $5,000 multiples
In excess thereof upon presentation by the holder, or, when registered as to principal and
Interest, the registered owner.
LKL-07/25/89-324AA-2907 -26-
IN WITNESS WHEREOF, the City of Okeechobee, Florida, has issued this Note
and has caused the same to be signed by the manual or facsimile signature of its Mayor
and attested and countersigned by the r,�anual or facsimile signature of its City Clerk, and
Its corporate seal or a facsimile thereof to be affixed, impressed, imprinted, lithographed
or reproduced hereon as of the dad' of , 1989.
iTY OF OKEECHOBEE, FLORIDA
(SEAL)
ATTESTED
City Clerk
APRROVED AS TO FORM:
City Attorney
Mayor
LKL-07/25/89-324AA-2907 -27-
PROVISION FOR REGISTRATION
This Note may be registered in the name of the holder on the books, to be kept
by the City Clerk of the Issuer, as Registrar, or such other Registrar as may hereafter be
duly appointed, as to principal and interest, - .-,h registration being noted hereon by such
Registrar in the registration blank below, after which no transfer, shall be valid unless
made on said books by the registered owner or attorney duly authorized and similarly
noted in the registration blank below, but it may be discharged from registration by being
transferred to bearer after which it sr 11 be transferable by delivery, but it may be again
registered as before. The Issuer may' make a reasonable charge for every such transfer
sufficient to reimburse It for any expenses incurred by it.
DATE OF
REGISTRATION
LK L-07/25/89-324AA-2907
IN WHOSE NAME
REGISTERED
-28-
SIGNATURE OF
REGISTRAR
11 SECTION 29. SECURITY OF NOTES NOTES NOT DEBT OF ISSUER. The
principal of and interest on the Notes shall be payable solely from and secured forthwith,
• equally and ratably, by a prior lien upon and a pledge of the first proceeds derived from
the sale of the 1989 Bonds and, if necessary, by a lien upon and pledge of the Pledged
Revenues, junior and subordinate to the lien thereon and pledge thereof securing payment
of the outstanding Parity Bonds and the Issuer does hereby irrevocably pledge said funds
to the payment of the principal of and interest on the Notes, and to the payment into the
Sinking Fund, at the times :provided, of the sums .required to secure to holders of the
Notes Issued hereunder the payment of the principal thereof and interest thereon as the
same become due. The Pledged Revenues (other than the Net Revenues) are subject to
the Issuer's optional release thereof upon compliance with Section 16U of the Original
Resolution. The Notes do not constitute a general indebtedness, or a pledge of the faith,
credit or taxing power of the Issuer, the State of Florida nor any political subdivision
thereof, within the meaning of any constitutional or statutory provision or limitation.
Neither the State of Florida nor any political subdivision thereof, nor the Issuer shall be
obligated (1) to exercise its ad valorem taxing power or any other taxing power in any
form on any real or personal property in the Issuer to pay the principal of the Notes, the
interest thereon or other costs incident thereto or (2) to pay the same from any other
funds of the Issuer, except from the first proceeds of the 1989 Bonds and, if necessary,
from the Pledged Revenues Junior and subordinate to the Parity Bonds. It is further
agreed between the Issuer and the holder of the Notes that the Notes and the indebtedness
evidenced thereby shall not constitute a lien on the Project or any other property of the
Issuer, but shall constitute a lien onlythe first
on proceeds .and Pledged Revenues as
aforesaid.
SECTION 30. APPLICATION OF NOTE PROCEEDS. The moneys received
from the sale and delivery of the Noteti'authorized and Issued pursuant to this Resolution
shall be deposited and applied as provided in.Subsections 17 (A), 17 (C), and 17 (D) of this
Resolution.
The holders of the Notes shall have a lien upon all the proceeds of the Notes
until the same have been applied as provided herein.
SECTION 31. COVENANTS OF THE ISSUER. For so long as the principal of
and interest on the Notes shall be outstanding and unpaid or until there shall have been
Irrevocably set apart a sum sufficient to pay, when due, the entire principal of the Notes
remaining unpaid, together with interest accrued and to accrue thereof, the Issuer
LKL-07/25/89-324AA-2907 -29-
covenants with the holders of the Notes as follows:
(A) PROCEEDS FROM 1989 BONDS. Upon the receipt of the proceeds of
the 1989 Bonds, excluding accrued interest, the Issuer shall apply such proceeds, together
with moneys on deposit in the Sinking Fund herein created and the Pledged Revenues, as
follows:
(1) There shall be deposited in the Notes Sinking Fund hereafter
created for the Notes the amount of immediately available funds, or investments of
Federal Securities the maturing principal of and interest on which will be, sufficient to
pay the outstanding principal of the Notes and, to the extent necessary, the interest
accrued thereon to the date of maturity or earlier redemption. Upon such deposit of
immediately available funds or Federal Securities as aforesaid, the Issuer's obligations and
covenants under, and the pledges and liens created by, this Resolution relating to the
Notes shall terminate and be dischargol, and the holders of the Notes shall be entitled to
payment only from the immediately available funds and proceeds of Federal Securities so
deposited.
(2) The remaining balance, if any, shall be applied pursuant to the
provisions of Section 17 of this Resolution.
(B) APPLICATION OF PRIOR COVENANTS. The covenants and pledges (to
the extent that the same are not inconsistent) contained In this Resolution, adopted for
the benefit of the holders of the 1989 Bonds, shall be deemed to be for the benefit and
protection of the Notes and the holders thereof in like manner as applicable to the 1989
Bonds. A separate special Note Sinking Fund is hereby created and established pursuant
to this section into which shall be depo7ited the proceeds of the 1989 Bonds, in accordance
with paragraph (A) above and, to the extent necessary the Pledged Revenues, necessary to
pay principal of and Int -rest on the Notes after making all payments for the Parity Bonds
from the sources securing the Parity Bonds. Said Note Sinking Fund shall be maintained
for the benefit of the Notes and the holders thereof.
(C) SALE OF 1989 BONDS TO PAY NOTES. The Issuer in good faith shall
endeavor to sell a sufficient principal amount of the 1989 Bonds in order to have funds
available to pay principal of and Interest on the Notes as the same become due.
(D) NO SALE OF OBLIGATIONS ON A PARITY WITH THE NOTES. Except
for the 1989 Bonds, the Issuer will not hereafter issue any other obligations payable from
the proceeds of the sale of the 1989 Bonds or from the Pledged Revenues having a lien
thereon prior to or on a parity with the Notes. Any such obligations hereafter Issued by
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the Issuer, except for the 1989 Bonds, shall contain an express provision that such
obligations are junior and subordinate to the Notes as to lien upon and payment from the
proceeds of the 1989 Bonds and the Pledged Revenues.
• SECTION 32. SUPPLEMENTAL ORDINANCES AND RESOLUTIONS. The
Issuer may, from time to' time and at any time, adopt such ordinances or resolutions as
shall not be inconsistent with the terms and conditions of this Resolution:
A. To cure any ambiguity, defect, or omission in this Resolution; or
B. To secure, extend or renew to the holders of the 1989 Bonds or Notes the
pledges made herein for the payment of the 1989 Bonds o: Notes and the interest to
accrue thereon.
SECTION 33. SALE OF NOTES. The Issuer hereby finds, determines and
declares that the recent volatility in the municipal bond market Is presently so great that
a competitive public sale on a date which must be fixed well in advance for the receipt of
bids would prove extremely costly should such date occur during an upswing in the market.
Therefore, the flexibility to choose to award or not to award the Notes on a day to day
basis Is needed to assure the best interest rate obtainable for the Notes which can only be
accomplished by sale on a negotiated basis. The negotiated sale of the Notes to the
purchasers hereinafter named is hereby authorized. The Notes are hereby awarded and
sold to the purchasers named, in the amounts, at the interest rates and upon the terms set
forth on the attached Exhibit "A".
SECTION 34 QUALIFIED TAR EXEMPT OBLIGATIONS. The Issuer
hereby represents and finds that it reasonably anticipates not more than $10,000,000 of
tax exempt obligations (other than certain private activity bonds) will be issued by the
Issuer and its subordinate governmental entities in calendar year 1989. The Issuer hereby
directs its Mayor or Mayor Pro -Tem to recertify these representations upon issuance of
the Notes, and the Notes are hereby designated as a "qualified tax exempt obligation"
under Section 265(b)(3) of the Code.
SECTION 35. DESIGNATION OF PAYING AGENT. The City Clerk of the
Issuer is hereby designated Paying Age,— for the Notes.
SECTION 36. SEVERABILITY OF INVALID PROVISIONS. If any one or
more of the covenants, agreements or provisions herein contained shall be held contrary
to any express provisions 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
LKL-07/25/89-324AA-2907 -31-
deemed separable from the remaining covenants, agreements or provisions and shall in no
way affect the validity of any of the other provisions hereof or of the Bonds issued
hereunder.
SECTION 37. REPEALING CLAUSE. All ordinances or resolutions or parts
thereof of the Issuer in conflict with the provisions herein contained are, to the extent of
such conflict, hereby superseded and repealed.
SECTION 38. EFFECTIVE DATE. This Resolution shall take effect
Immediately upon adoption.
Adopted this day ofd 1989.
CITY OF OKEECHOBEE, FLORIDA
or:
(SEAL)
Attest:
Ity Clerk
Approved as to form:
City Attorney
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STATE OF FLORIDA
COUNTY OF OKEECHOBEE
• I, Bonnie S. Thomas, the undersigned Clerk of the City of Okeechobee, Florida,
do hereby certify that the above and foregoing is a true and correct copy of a resolution
as the same was duly adopted and passed at a Regular Meeting of the Authority on
1989, and as the same appears on record in my office.
IN WITNESS WHEREOF, I hereunto set my hand this day of
1989.
CITY OF OKEECHOBEE, FLORIDA
By.
Clerk
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x
AWARD OF
WATER AND SEWER IMPROVEMENT REVENUE BOND ANTICIPATION NOTES,
SERIES 1989
Purchaser: First Union National Bank of Florida
Principal Amount: $2,000,000
Rate of Interest: 5.5% per annum, accruing based on actual
number of days elapsed.
Maturity: 120 days from date of original issue, or next
business day thereafter.
Payment Terms: Payable as to principal and interest at
maturity or earlier redemption.
Redemption Provisions: Redeemable in whole or in part on any date, at
the price of par plus interest accrued to the
redemption date and without premium, at the
option of the Issuer, upon one business days'
tel -phonic notice confirmed in writing by
facsimile copy.
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