13-15RESOLUTION NO. 13 -15
A RESOLUTION AUTHORIZING THE NEGOTIATED SALE OF NOT TO
EXCEED $7,445,000 CITY OF CLEARWATER, FLORIDA, GAS SYSTEM
REVENUE REFUNDING BONDS, SERIES 2013; AWARDING THE SALE
THEREOF TO STI INSTITUTIONAL & GOVERNMENT, INC., SUBJECT TO
THE TERMS AND CONDITIONS OF A COMMITMENT LETTER; APPOINTING
AN ESCROW AGENT; APPOINTING A PAYING AGENT AND REGISTRAR;
APPROVING THE FORM OF ESCROW DEPOSIT AGREEMENT; PROVIDING
CERTAIN OTHER MATTERS IN CONNECTION WITH THE ISSUANCE AND
DELIVERY OF SUCH BONDS; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, on August 15, 1991, the City Council of the City of Clearwater, Florida (the
"City" or the "Issuer") enacted Ordinance No. 5118 -91 (the "Original Ordinance ") to provide for
the issuance of bonds payable from Net Revenues of the Gas System (as defined therein); and
WHEREAS, on April 21, 2005, the City enacted Ordinance No. 7423 -05 (the "2005
Ordinance" and, together with the Original Ordinance, collectively, the "Bond Ordinance ") which
authorized the issuance of the City of Clearwater, Florida, Gas System Revenue [Refunding]
Bonds, Series [to be determined], as Additional Parity Obligations under the Original Ordinance;
and
WHEREAS, the City by this Resolution intends to provide for the issuance of not to
exceed $7,445,000 City of Clearwater, Florida Gas System Revenue Refunding Bonds, Series
2013 (the "Series 2013 Bonds ") as Additional Parity Bonds to refund a portion of the City's
outstanding Gas System Revenue Refunding Bonds, Series 2004 (the "Refunded Bonds "); and
WHEREAS, it is in the best interest of the City to provide for the negotiated sale of not to
exceed $7,445,000 of Series 2013 Bonds; and
WHEREAS, the Issuer issued a request for proposals ( "RFP ") to banking and other
institutions on April 16, 2013, and received responses thereto on May 16, 2013; and
WHEREAS, the Issuer now desires to approve the issuance of its Series 2013 Bonds, to
sell its Series 2013 Bonds pursuant to the RFP to STI Institutional & Government, Inc. ( "STI ");,
the respondent who provided the most favorable response to the RFP, and to take certain other
actions in connection with the issuance and sale of the Series 2013 Bonds; and
WHEREAS, the Issuer will be provided all applicable disclosure information by STI as
required by Section 218.385, Florida Statutes; and
WHEREAS, this resolution shall constitute a supplemental resolution under the terms of
the Bond Ordinance, and all capitalized undefined terms used herein shall have the meanings
set forth in the Bond Ordinance;
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
CLEARWATER, FLORIDA:
Resolution No. 13 -15
SECTION 1. This Resolution is adopted pursuant to the provisions of Article VIII,
Section 2 of the Constitution of the State of Florida, Chapter 166, Florida Statutes, the Charter
of the City of Clearwater, Florida, the Bond Ordinance and other applicable provisions of law. A
series of the Gas System Revenue Refunding Bonds authorized by the Bond Ordinance is
hereby authorized to be issued in a principal amount of not to exceed $7,445,000 pursuant to
this Resolution, with such bonds hereby designated as Series 2013 (the "Series 2013 Bonds ").
The Series 2013 Bonds authorized by this Resolution are hereby authorized to be issued as
Additional Parity Obligations under the Bond Ordinance. The issuance of not to exceed
$7,445,000 of the Series 2013 Bonds by the City is hereby approved upon the terms and condi-
tions set forth in the Bond Ordinance and this Resolution.
The refunding of the City's Gas System Revenue Refunding Bonds, Series 2004
maturing on and after September 1, 2014 (the "Refunded Bonds "), with a redemption date of
September 1, 2013 is hereby authorized, to be paid in part with the proceeds of the Series 2013
Bonds herein authorized. The City Manager, or in his absence an Assistant City Manager, and
Finance Director are hereby authorized and directed to provide irrevocable directions to defease
and redeem the Refunded Bonds.
The provisions of the Bond Ordinance shall be fully applicable to the Series 2013 Bonds
and all of the covenants contained in the Bond Ordinance shall be applicable to the Series 2013
Bonds.
SECTION 2. It is in the best interest of the Issuer and the residents and inhabitants
thereof that the Series 2013 Bonds be issued as fully certificated bonds to STI.
SECTION 3. Due to the present instability in the market for revenue obligations, the
critical importance of the timing of the sale of the Bonds and due to the willingness of STI to
purchase the Series 2013 Bonds at rates favorable to the Issuer, it is hereby determined that it
is in the best interest of the public and the Issuer to sell the Series 2013 Bonds at a negotiated
sale. The Issuer has received an offer from STI to purchase the Series 2013 Bonds, subject to
the terms and conditions set forth in STI's Commitment Letter (the "STI Commitment ") dated
May 15, 2013, attached hereto as Exhibit A and incorporated herein by reference, which STI
Commitment is hereby accepted by the City.
The Series 2013 Bonds are hereby sold and awarded to STI in accordance with the STN
Commitment at the price of par, and the Mayor, or in his absence the Vice - Mayor, and the City
Manager, or in his absence an Assistant City Manager, are hereby authorized to execute and
deliver the Series 2013 Bonds substantially in the form attached hereto as Exhibit B attested by
the City Clerk and approved as to form and legal sufficiency by the City Attorney, receive the
purchase price therefor and apply the proceeds thereof to the refunding of the Refunded Bonds
as provided herein, without further authority from this body. The Mayor, or in his absence the
Vice - Mayor, and the City Manager, or in his absence an Assistant City Manager, are authorized
to make any and all changes on the form of the Series 2013 Bonds which shall be necessary to
conform the same to the STI Commitment. Execution of the Bond by the Mayor, or in his
absence the Vice - Mayor, and the City Manager, or in his absence an Assistant City Manager,
shall be conclusive evidence of their approval of the form of the Series 2013 Bonds. The Bonds
shall be payable solely as provided herein. Prior to purchase of the Series 2013 Bonds, STI
shall execute a Purchaser's Certificate attached hereto as Exhibit C. The disclosure letter as
Resolution No. 13 -15
2
required by Chapter 218, Florida Statutes is attached hereto as Exhibit D. In connection with
the transfer of a Series 2013 Bond to a subsequent holder except for an affiliate of STI, such
successor holder shall deliver to the City a Purchaser's Certificate substantially in the form
attached hereto as Exhibit C prior to such Series 2013 Bond being registered in the name of
such successor holder. For purposes of this provision "affiliate" shall mean, as to any person,
any other person that directly, or indirectly through one or more intermediaries, Controls, is
Controlled by, or is under common Control with, such person. For the purposes of this
definition, "Control" shall mean the power, directly or indirectly, either to (i) vote 5% or more of
the securities having ordinary voting power for the election of directors (or persons performing
similar functions) of a person or (ii) direct or cause the direction of the management and policies
of a person, whether through the ability to exercise voting power, by control or otherwise. The
terms "Controlled by" and "under common Control with" have the meanings correlative thereto.
SECTION 4. The Series 2013 Bonds shall be issued in fully registered form; shall be
dated as of their date of initial issuance; shall be numbered; shall be in a single denomination
equal to the principal amount thereof; shall mature on September 1, 2026; shall bear interest at
the rate of 2.41%, subject to the provision of Section 8 hereof; and such interest to be payable
semi - annually on the first (1st) day of each March and September, commencing on September
1, 2013. Interest shall be calculated on the basis of a 360 day year consisting of twelve 30 day
months. On the date of the issuance of the Bonds, the Issuer shall receive the proceeds thereof
and deposit same in accordance with the Escrow Deposit Agreement.
The Series 2013 Bonds shall be subject to optional redemption in whole but not in part,
upon two Business Days prior written notice, on any date prior to their maturity date
commencing with the fifth (5th) anniversary of the dated date of the Series 2013 Bonds at a
redemption price equal to the principal amount being redeemed together with interest accrued
to the date of redemption.
The Series 2013 Bonds are subject to Amortization Installments in part prior to maturity
at a redemption price equal to 100% of the principal amount thereof, plus accrued interest to the
redemption date beginning on September 1, 2014 and on each September 1 thereafter in the
following principal amounts in the years specified:
Date
2014
2015
2016
2017
2018
2019
2020
Principal Amount
Date
2021
2022
2023
2024
2025
2026
Principal Amount
Notwithstanding the foregoing, for so long as the Series 2013 Bonds are owned by STI,
(i) the principal of, redemption price and interest on the Series 2013 Bonds shall be payable to
STI on the respective principal and interest payment dates through ACH direct transfer to STI,
and upon transfer of the Series 2013 Bonds to a subsequent holder, at such address as is
provided by such subsequent holder in writing to the Issuer without presentation of the Series
2013 Bonds, and (ii) in the event of a conflict between the terms of the Series 2013 Bonds or
Resolution No. 13 -15
3
this Resolution and the STI Commitment, the terms and conditions of the STI Commitment shall
control.
SECTION 5. The Series 2013 Bonds shall be issued under and secured by the Bond
Ordinance and shall be executed and delivered by the Mayor, or in his absence the Vice - Mayor,
the City Manager, or in his absence an Assistant City Manager, and the City Clerk upon the
approval of the City Attorney as to form and legal sufficiency, in substantially the form set forth
in the Bond Ordinance and Exhibit B hereto, with such additional changes and insertions therein
as conform to the provisions of the STI Proposal and such execution and delivery shall be
conclusive evidence of the approval thereof by such officers.
SECTION 6. U.S. Bank, National Association, is hereby designated and authorized to
serve as Escrow Agent for the Series 2013 Bonds. The Escrow Deposit Agreement is to be in
substantially the form set forth in Exhibit E attached hereto, together with such changes as shall
be approved by the Mayor, or in his absence the Vice - Mayor, the City Manager, or in his
absence an Assistant City Manager, such approval to be conclusively evidenced by their
execution thereof. The execution of the Escrow Deposit Agreement is hereby approved, and
the execution of the Escrow Deposit Agreement by the Mayor, or in his absence the Vice -
Mayor, and the City Manager, or in his absence an Assistant City Manager, is hereby
authorized, to be attested by the City Clerk, the form of which to be approved by the City
Attorney. At the time of execution of the Escrow Deposit Agreement, the City shall furnish to the
Escrow Agent named therein appropriate documentation to demonstrate that the sums being
deposited and the investments to be made will be sufficient for such purposes.
SECTION 7. The City's Finance Director is hereby appointed to serve as the Paying
Agent and Registrar for the Series 2013 Bonds.
SECTION 8. The interest payable on the Series 2013 Bonds shall be subject to
adjustment in accordance with the following provisions:
"Default Rate" shall mean a rate per annum equal to the lesser of the maximum rate
permitted by law or 18 %.
"Determination of Taxability" means a final decree or judgment of any Federal court or a
final action of the Internal Revenue Service determining that interest paid or payable on the
Series 2013 Bonds is or was includable in the gross income of a Bondholder for Federal income
tax purposes; provided, that no such decree, judgment, or action will be considered final for this
purpose, however, unless the City has been given written notice and, if it is so desired and is
legally allowed, has been afforded the opportunity to contest the same, either directly or in the
name of any Bondholder, and until the conclusion of any appellate review, if sought.
"Event of Default" shall mean, for purposes of adjusting the Interest Rate, the occurrence
by the City of a failure to comply with one or more covenants or agreements set forth in the
Bond Ordinance or this Resolution, and shall continue until such failure to comply with one or
more covenants or agreements has been cured.
Resolution No. 13 -15
4
"Interest Rate" shall mean a per annum rate equal to 2.41%, prior to a Determination of
Taxability or an Event of Default, calculated on the basis of a 360 day year consisting of twelve
30 day months.
"Taxable Period" shall mean the period of time between (a) the date that interest on the
Series 2013 Bonds is deemed to be includable in the gross income of the Holder thereof for
federal income tax purposes as a result of a Determination of Taxability, and (b) the date of the
Determination of Taxability.
"Taxable Rate" shall mean, upon a Determination of Taxability, the interest rate per
annum that shall provide the Holder with the same after tax yield that the Holder would have
otherwise received had the Determination of Taxability not occurred, taking into account the
increased taxable income of the Holder as a result of such Determination of Taxability. The
Holder shall provide the City with a written statement explaining the calculation of the Taxable
Rate, which statement shall, in the absence of manifest error, be conclusive and binding on the
City.
The Issuer shall pay interest upon the unpaid principal balance of the Series 2013 Bonds
at the Interest Rate, subject to adjustment as provided herein. Upon a Determination of
Taxability, the Interest Rate shall be the Taxable Rate as hereinafter provided, and upon and
during the continuance of an Event of Default (notwithstanding that a Determination of Taxability
has also occurred) the Interest Rate shall equal the Default Rate.
If the Interest Rate on the Series 2013 Bonds is changed due to a Determination of Taxability,
the Interest Rate shall equal the Taxable Rate for the Taxable Period.
Upon the occurrence of a Determination of Taxability and for as long as the Series 2013 Bonds
remains outstanding, the Interest Rate on the Series 2013 Bonds shall be converted to the
Taxable Rate. In addition, upon a Determination of Taxability, the Issuer shall pay to the Holder
(i) an additional amount equal to the difference between (A) the amount of interest actually paid
on the Series 2013 Bonds during the Taxable Period and (B) the amount of interest that would
have been paid during the Taxable Period had the Series 2013 Bonds borne interest at the
Taxable Rate, and (ii) an amount equal to any interest, penalties on overdue interest and
additions to tax (as referred to in Subchapter A of Chapter 68 of the Code) owed by the Holder
as a result of the Determination of Taxability. This adjustment shall survive payment of the
Series 2013 Bonds until such time as the federal statute of limitations under which the interest
on the Series 2013 Bonds could be declared taxable under the Code shall have expired.
SECTION 9. For purposes hereof, the Reserve Requirement (as defined in the Bond
Ordinance) for the Series 2013 Bonds shall be $0.00, and the Series 2013 Bonds shall not be
entitled to any security provided by any monies on deposit in the Reserve Account.
SECTION 10. The City agrees with the holder of the Series 2013 Bonds to not change
or amend the covenants set forth in Section 16 of the Original Ordinance in a manner that would
adversely affect the rights and interests of the holder of the Series 2013 Bonds without the
consent of such holder.
SECTION 11. The City covenants that it will maintain its solvency through the term of
Resolution No. 13 -15
5
the Series 2013 Bonds to avoid an act of bankruptcy or the rearrangement, adjustment or
readjustment of the obligations of the City under the provisions of any bankruptcy or moratorium
laws or similar laws relating to or affecting creditor's rights.
SECTION 12. All prior resolutions of the Issuer inconsistent with the provisions of this
resolution are hereby modified, supplemented and amended to conform with the provisions
herein contained and except as otherwise modified, supplemented and amended hereby shall
remain in full force and effect.
SECTION 13. The Mayor, or in his absence the Vice - Mayor, the City Manager, or in his
absence an Assistant City Manager, the Finance Director, the City Attorney and the City Clerk
or any other appropriate officers of the Issuer are hereby authorized and directed to execute any
and all certifications or other instruments or documents required by the Resolution, the STI
Proposal or any other document referred to above as a prerequisite or precondition to the
issuance of the Series 2013 Bonds and any such representation made therein shall be deemed
to be made on behalf of the Issuer. In the event both the Mayor and the Vice -Mayor are unable
to execute the documents related to the Series 2013 Bonds, then any other member of the City
Council shall be authorized to execute such documents with the full force and effect as if the
Mayor or the Vice -Mayor had executed same. All action taken to date by the officers of the
Issuer in furtherance of the issuance of the Series 2013 Bonds is hereby approved, confirmed
and ratified.
SECTION 14. The proceeds received from the delivery of the Series 2013 Bonds,
together with any other monies lawfully available therefor, shall be applied by the City
simultaneously with the delivery of the Series 2013 Bonds to STI, as follows:
(i) to the extent not paid from legally available funds of the City, an amount which
shall pay the costs and expenses associated with the issuance of the Series 2013 Bonds; and
(ii) a sum specified in the Escrow Agreement that shall be sufficient, taking into
account other legally available moneys of the City, if any, to pay the principal of, interest on and
redemption premium, if any, on the Refunded Bonds, shall be deposited into the escrow
account created under the Escrow Agreement (the "Escrow Account ").
Simultaneously with the delivery of the Series 2013 Bonds, the City is authorized to
transfer or cause to be transferred to the Escrow Account, moneys, if any, accumulated in any
sinking and /or reserve funds which were intended to be used to pay debt service on the
Refunded Bonds.
The proceeds of the Series 2013 Bonds shall be and constitute trust funds for the
purposes hereinafter provided and there is hereby created a lien upon such monies, until so
applied, in favor of the Holders of the Series 2013 Bonds.
SECTION 15. The City will submit to STI the City's annual financial statements within
270 days of the end of each fiscal year, together with any other information STI may reasonably
request.
Resolution No. 13 -15
6
SECTION 16. To the extent permitted by law, the City knowingly, voluntarily, and
intentionally waives any right it may have to a trial by jury, with respect to any litigation or legal
proceedings based on or arising out of this Resolution or the Series 2013 Bonds, including any
course of conduct, course of dealings, verbal or written statement or actions or omissions of any
party which in any way relates to the Series 2013 Bonds or this Resolution.
SECTION 17. The substantive laws of the State of Florida shall govern this Agreement.
The parties hereto submit to the jurisdiction of Florida courts and agree that venue for any suit
concerning this Resolution shall be in Pinellas County, Florida.
SECTION 18. This resolution shall become effective immediately upon its adoption.
Passed and adopted by the City Council of the City of Clearwater, Florida, this l9'h day
of June, 2013.
CITY OF CLEARWATER, FLORIDA
Approved as to form:
it
Pamela K. Akin
City Attorney
- kw rkt n CrAkk s
By:
Attest:
George N. Cretekos
Mayor
Rosemarie Call
City Clerk
7
Resolution No. 13 -15
EXHIBIT A
STI COMMITMENT LETTER
Resolution No. 13 -15
A -1
EXHIBIT B
FORM OF SERIES 2013 BOND
EXCEPT AS OTHERWISE PROVIDED IN RESOLUTION NO. 13 -15 (THE "RESOLUTION "),
ANY OWNER SHALL, PRIOR TO BECOMING A HOLDER, EXECUTE A PURCHASER'S
CERTIFICATE IN THE FORM ATTACHED TO THE RESOLUTION CERTIFYING, AMONG
OTHER THINGS, THAT SUCH HOLDER IS AN "ACCREDITED INVESTOR" AS SUCH TERM
IS DEFINED IN THE SECURITIES ACT OF 1933, AS AMENDED, AND REGULATION D
THEREUNDER.
No. R -1 $
UNITED STATES OF AMERICA
STATE OF FLORIDA
CITY OF CLEARWATER
GAS SYSTEM REVENUE REFUNDING BOND, SERIES 2013
Dated
Interest Rate Maturity Date Date Cusip
2.41% September 1, 2026 June 28, 2013 N/A
Registered Owner: STI INSTITUTIONAL & GOVERNMENT, INC.
Principal Amount: and no /100
Dollars
KNOW ALL MEN BY THESE PRESENTS, that the City of Clearwater, Florida
(hereinafter called "City "), for value received, hereby promises to pay to the Registered Owner
identified above, or registered assigns, on the Maturity Date specified above, the Principal
Amount shown above solely from the revenues hereinafter mentioned, and to pay solely from
such revenues, interest on said sum from the Dated Date of this Bond or from the most recent
interest payment date to which interest has been paid, at the per annum Interest Rate set forth
above (as adjusted from time to time as hereinafter provided) until payment of such sum, such
interest being payable semiannually on the first day of March and the first day of September of
each year, commencing September 1, 2013. The principal of and premium, if any, on this Bond
on the final amortization date or earlier date of redemption in full are payable upon presentation
and surrender hereof on the date fixed for final maturity or earlier redemption at the principal
office of the Finance Director of the City of Clearwater, Florida (the "Paying Agent ") in
Clearwater, Florida, or at the office designated for such payment of any successor thereof. The
principal of and interest on this Bond, when due and payable, shall be paid through ACH direct
transfer to the Registered Owner, and upon transfer of the Series 2013 Bonds to a subsequent
holder, by check or draft mailed to, or through ACH direct transfer to, the person in whose name
this Bond is registered at such address as is provided by such subsequent holder in writing to
Resolution No. 13 -15
B -1
the City without presentation (except upon final maturity or earlier redemption in full) of the
Series 2013 Bonds as reflected on the books and records of the Bond Registrar, 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 City 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 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 of the Bonds not Tess
than fifteen (15) 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. Payment of interest on the Bonds may, at the option of any
owner of Bonds in an aggregate principal amount of at least $1,000,000, be transmitted by wire
transfer to such owner to the bank account number on file with the Paying Agent as of the
Record Date upon written request therefor by the holder thereof for the appropriate interest
payment date. 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.
The interest payable on the Series 2013 Bonds shall be subject to adjustment in
accordance with the following provisions:
"Default Rate" shall mean a rate per annum equal to the lesser of the maximum rate
permitted by law or 18 %.
"Determination of Taxability" means a final decree or judgment of any Federal court or a
final action of the Internal Revenue Service determining that interest paid or payable on the
Series 2013 Bonds is or was includable in the gross income of a Bondholder for Federal income
tax purposes; provided, that no such decree, judgment, or action will be considered final for this
purpose, however, unless the City has been given written notice and, if it is so desired and is
legally allowed, has been afforded the opportunity to contest the same, either directly or in the
name of any Bondholder, and until the conclusion of any appellate review, if sought.
"Event of Default" shall mean, for purposes of adjusting the Interest Rate, the occurrence
by the City of a failure to comply with one or more covenants or agreements set forth in the
Bond Ordinance or this Resolution, and shall continue until such failure to comply with one or
more covenants or agreements has been cured.
"Interest Rate" shall mean a per annum rate equal to 2.41 %, prior to a Determination of
Taxability or an Event of Default, calculated on the basis of a 360 day year consisting of twelve
30 day months.
"Taxable Period" shall mean the period of time between (a) the date that interest on the
Series 2013 Bonds is deemed to be includable in the gross income of the Holder thereof for
federal income tax purposes as a result of a Determination of Taxability, and (b) the date of the
Determination of Taxability.
Resolution No. 13 -15
B -2
"Taxable Rate" shall mean, upon a Determination of Taxability, the interest rate per
annum that shall provide the Holder with the same after tax yield that the Holder would have
otherwise received had the Determination of Taxability not occurred, taking into account the
increased taxable income of the Holder as a result of such Determination of Taxability. The
Holder shall provide the City with a written statement explaining the calculation of the Taxable
Rate, which statement shall, in the absence of manifest error, be conclusive and binding on the
City.
The Issuer shall pay interest upon the unpaid principal balance of the Series 2013 Bonds
at the Interest Rate, subject to adjustment as provided herein. Upon a Determination of
Taxability, the Interest Rate shall be the Taxable Rate as hereinafter provided, and upon and
during the continuance of an Event of Default (notwithstanding that a Determination of Taxability
has also occurred) the Interest Rate shall equal the Default Rate.
If the Interest Rate on the Series 2013 Bonds is changed due to a Determination of Taxability,
the Interest Rate shall equal the Taxable Rate for the Taxable Period.
Upon the occurrence of a Determination of Taxability and for as long as the Series 2013 Bonds
remains outstanding, the Interest Rate on the Series 2013 Bonds shall be converted to the
Taxable Rate. In addition, upon a Determination of Taxability, the Issuer shall pay to the Holder
(i) an additional amount equal to the difference between (A) the amount of interest actually paid
on the Series 2013 Bonds during the Taxable Period and (B) the amount of interest that would
have been paid during the Taxable Period had the Series 2013 Bonds borne interest at the
Taxable Rate, and (ii) an amount equal to any interest, penalties on overdue interest and
additions to tax (as referred to in Subchapter A of Chapter 68 of the Code) owed by the Holder
as a result of the Determination of Taxability. This adjustment shall survive payment of the
Series 2013 Bonds until such time as the federal statute of limitations under which the interest
on the Series 2013 Bonds could be declared taxable under the Code shall have expired.
This Bond is one of a duly authorized issue of Gas System Revenue Refunding Bonds,
Series 2013 (the "Bonds ") in the aggregate principal amount of $ of like date,
tenor and effect, except as to number, installments and maturity, issued to refund and redeem
on September 1, 2013, the Outstanding principal amount of the City's Gas System Revenue
Refunding Bonds, Series 2004, maturing on and after September 1, 2014 (the "Refunded
Bonds "), which are currently outstanding in the aggregate principal of $7,270,000, and (ii) to pay
the costs of issuing the Series 2013 Bonds in full compliance with the Constitution and laws of
the State of Florida, including particularly Chapter 166, Part II, Florida Statutes, and other
applicable provisions of law (the "Act "), and Ordinance No. 5118 -91, enacted August 15, 1991,
as amended and supplemented by Ordinance No. 7423 -05, enacted April 21, 2005,
(collectively, the "Bond Ordinance "), and Resolution No. 13 -15, adopted on June 19, 2013, as
supplemented (the "Resolution ") and is subject to all the terms and conditions of such
Ordinance.
It is provided in the Ordinance that the Bonds of this issue will rank on a parity with the
Outstanding Bonds of the City's unrefunded Gas System Revenue Refunding Bonds, Series
2004, the Gas System Revenue Refunding Bonds, Series 2005, and the Gas System Revenue
Refunding Bonds, Series 2007 (collectively, the "Parity Bonds "). This Bond and the Parity
Bonds are payable solely from and secured by a first and prior lien upon and pledge of the Net
Resolution No. 13 -15
B -3
Revenues, as defined in the Ordinance, which consists of the net revenues derived by the City
from the operation of the System (the "Net Revenues ") in the manner provided in the
Ordinance. This Bond does not constitute an indebtedness, liability, general or moral obligation,
or a pledge of the faith, credit or taxing power of the City, the State of Florida or any political
subdivision thereof, within the meaning of any constitutional, statutory or charter provisions.
Neither the State of Florida nor any political subdivision thereof, nor the City shall be obligated
(1) to levy ad valorem taxes on any property 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 City,
except from the Net Revenues, in the manner provided herein. It is further agreed between the
City and the Registered Holder of this Bond that this Bond and the indebtedness evidenced
hereby shall not constitute a lien upon the System, or any part thereof, or on any other property
of the City, but shall constitute a first and prior lien only on the Net Revenues, in the manner
provided in the Ordinance.
The Series 2013 Bonds shall be subject to optional redemption in whole but not in part,
upon two Business Days prior written notice, on any date prior to their maturity date
commencing on June 28, 2018, being the fifth (5th) anniversary of the dated date of the Series
2013 Bonds, at a redemption price equal to the principal amount being redeemed together with
interest accrued to the date of redemption.
The Series 2013 Bonds are subject to Amortization Installments in part prior to maturity
at a redemption price equal to 100% of the principal amount thereof, plus accrued interest to the
redemption date beginning on September 1, 2014 and on each September 1 thereafter in the
following principal amounts in the years specified:
Date
2014
2015
2016
2017
2018
2019
2020
Principal Amount
Date
2021
2022
2023
2024
2025
2026
Principal Amount
In and by the Ordinance, the City has covenanted and agreed with the Registered
Holders of the Bonds of this issue that it will fix, establish, revise from time to time whenever
necessary, maintain and collect always, such fees, rates, rentals and other charges for the use
of the product, services and facilities of the System which will always provide revenues in each
year sufficient to pay, and out of such funds pay, 100% of all costs of operation and
maintenance of the System in such year and all reserve and other payments provided for in the
Ordinance and 125% of the bond service requirement due in such year on the Bonds of this
issue, and on all other obligations payable on a parity therewith, and that such fees, rates,
rentals and other charges shall not be reduced so as to be insufficient to provide adequate
revenues for such purposes. The City has entered into certain further covenants with the
Holders of the Bonds of this issue for the terms of which reference is made to the Ordinance.
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
Resolution No. 13 -15
B -4
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.
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 of fully registered bonds without coupons in
denominations of a single bond in the principal amount of $ . Subject to the
limitations and upon payment of the charges provided in the Ordinance, 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
Ordinance, and upon surrender and cancellation of this Bond. Upon such transfer a new Bond
or Bonds of the same maturity and of authorized denomination or denominations, for the same
aggregate principal amount, will be issued to the transferee in exchange therefor. Bonds may
be transferred upon the registration books upon delivery to the 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. In all cases of the transfer of a Bond, the Registrar shall enter the transfer of ownership
in the registration books and shall authenticate and deliver in the name of the transferee or
transferees a new fully registered Bond or Bonds of authorized denominations of the same
Maturity Date and Interest Rate for the aggregate principal amount which the Registered Holder
is entitled to receive at the earliest practicable time in accordance with the provisions of the
Ordinance. The City or the Registrar may charge the Registered Holder of such Bond for every
such transfer or exchange of a Bond an amount sufficient to reimburse them for their
reasonable fees and any tax, fee, or other governmental charge required to be paid with respect
to such transfer or exchange, and may require that such charge be paid before any such new
Bond shall be delivered.
The City may deem and treat the Registered Holder hereof as the absolute 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 due hereon and for all other purposes, and the City shall
not be affected by any notice to the contrary.
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.
Resolution No. 13 -15
B -5
[Remainder of page left intentionally blank]
Resolution No. 13 -15
B -6
IN WITNESS WHEREOF, the City of Clearwater, Florida, has issued this Bond and has
caused the same to be executed by the manual or facsimile signature of its City Manager or an
Assistant City Manager and countersigned by the manual or facsimile signature of its Mayor,
and its corporate seal or a facsimile thereof to be affixed, impressed, imprinted, lithographed or
reproduced hereon, and attested by the facsimile signature of its City Clerk, as of the Dated
Date.
(SEAL)
ATTEST:
CITY OF CLEARWATER, FLORIDA
By:
George N. Cretekos
Mayor
By:
Rod Irwin
Assistant City Manager
APPROVED AS TO FORM
AND LEGAL SUFFICIENCY:
By: By:
Rosemarie CaII Pamela K. Akin
City Clerk City Attorney
Resolution No. 13 -15
B -7
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 within 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.
Dated:
Signature guaranteed:
NOTICE: Signature(s) must be
guaranteed by a member of the
New York Stock Exchange or a
commercial bank or a trust
company.
B -8
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.
Resolution No. 13 -15
EXHIBIT C
FORM OF PURCHASER CERTIFICATE
Mayor and City Council
City of Clearwater
Clearwater, Florida
Ladies and Gentlemen:
This Certificate is being executed and delivered by the undersigned as purchaser (the
"Purchaser ") to the City of Clearwater, Florida (the "City "), in connection with the issuance, sale
and delivery of the City's Gas System Revenue Refunding Bonds, Series 2013 (the "Bonds ") to
the Purchaser, in accordance with the terms of the Purchaser's Commitment Letter to the City
dated May 15, 2013, being issued pursuant to Ordinance No. 5118 -91 (the "Original
Ordinance "), and Ordinance No. 7423 -05 (the "2005 Ordinance" and, together with the Original
Ordinance, collectively, the "Bond Ordinance ") and Resolution No. 13 -15 (the "Resolution ") for
the purpose of refunding a portion of the City's Gas System Revenue Refunding Bonds, Series
2004 (the "Refunded Bonds "). Terms defined in the Resolution are used in this letter with the
meanings assigned to them in the Bond Ordinance and the Resolution.
The undersigned hereby represents, warrants and agrees to and with the City that:
1. The Purchaser is an accredited investor as such term is defined in the Securities
Act of 1933, as amended, and Regulation D issued pursuant thereto, a principal part of whose
business consists of buying securities such as the Bonds.
2. The Purchaser has received copies of the Bond Ordinance and the Resolution
and certain of the other documents or instruments being delivered in connection with the
issuance of the Bonds, and said documents are in form and substance satisfactory to the
Purchaser and its counsel.
3. The Purchaser has conducted its own investigations, to the extent it deems
satisfactory or sufficient, into matters relating to the business, properties, management, and
financial position and results of operations of the City.
4. The Purchaser understands that the Bonds are not registered under the
Securities Act of 1933, as amended. The Purchaser is purchasing the Bonds for its own
account for investment and not with a view to, and with no present intention of, distributing or
reselling the Bonds or any portion thereof, providing that the Purchaser reserves the right to
transfer any or all of the Bonds purchased or any interest therein at any time and in our sole
discretion and, in the event that we so transfer Bonds, we assume the responsibility for
complying with any applicable federal and state securities laws.
Resolution No. 13 -15
C -1
The Purchaser understands and agrees that the foregoing representations will be relied
upon by the City in the issuance of the Bonds.
Very truly yours,
STI INSTITUTIONAL & GOVERNMENT, INC.,
as Purchaser
By:
Name:
Title:
Resolution No. 13 -15
C -2
EXHIBIT D
FORM OF DISCLOSURE LETTER
Mayor and City Council
City of Clearwater
Clearwater, Florida
Ladies and Gentlemen:
1. An itemized list setting forth the nature and estimated amounts of expenses to be
incurred by STI Institutional & Government, Inc., as the original purchaser (the "Purchaser') in
connection with the issuance of $ in aggregate principal amount of the City of
Clearwater, Florida Gas System Refunding Revenue Bonds, Series 2013 (the "Bonds ") is
attached as Schedule I hereto.
2. No compensation was paid to any finders, as defined in Section 218.386, Florida
Statutes, as amended, in connection with the issuance of the Bonds.
3. Underwriting fees in the amount of $0.00 are expected to be realized in the sale
of the Bonds.
4. The Bonds are being placed with the Purchaser, as the original purchaser
thereof, and no management fee is being charged.
5. No other fee, bonus or other compensation is to be paid by the Purchaser in
connection with the Bond issue to any person not regularly employed or retained by them,
except for compensation of $ to Holland & Knight, in its capacity as counsel to the
Purchaser, which amount is being paid by the City.
6. There were no underwriters involved in the placement of the Bonds to the
Purchaser.
7. (a) The City is proposing to issue $ aggregate principal amount of
debt or obligations for the purpose of refunding the City's Gas System Refunding Revenue
Bonds, Series 2004. This debt or obligation is expected to be repaid over a period of
approximately 13.2 years. At a forecasted true interest cost rate of 2.41%, total interest paid
over the life of the debt or obligation will be $
(b) The source of repayment for this issue is the Gas System Revenues of the City.
Authorizing this debt will result in approximately $ of such revenues of the City
not being available to finance other services of the City each year for 13.2 years.
Resolution No. 13 -15
D -1
We understand that you do not require any further disclosure from the Purchaser,
pursuant to Section 218.385, Florida Statutes, as amended.
STI INSTITUTIONAL & GOVERNMENT, INC.
By:
Name:
Title:
Resolution No. 13 -15
D -2
SCHEDULE I
EXPENSES
Resolution No. 13 -15
D -3
EXHIBIT E
FORM OF ESCROW DEPOSIT AGREEMENT
ESCROW DEPOSIT AGREEMENT
This ESCROW DEPOSIT AGREEMENT, dated as of June 28, 2013, by and between
the CITY OF CLEARWATER, FLORIDA, a municipal corporation of the State of Florida (the
"Issuer "), and U.S. Bank National Association., a national banking association organized under
the laws of the United States of America, as Escrow Holder (the "Escrow Holder ");
WITNESSETH:
WHEREAS, the Issuer has previously authorized and issued obligations of the Issuer as
hereinafter set forth defined as the "Refunded Bonds ", as to which the Aggregate Debt Service
(as hereinafter defined) is set forth on Schedule A; and
WHEREAS, the Issuer has determined to provide for payment of the Aggregate Debt
Service of the Refunded Bonds by depositing with the Escrow Holder pursuant to the provisions
hereof, cash and Federal Securities (as defined herein), the principal of and interest on which
will be at least equal to the Aggregate Debt Service; and
WHEREAS, in order to obtain the funds needed for such purpose, the Issuer has
authorized and is, concurrently with the delivery of this Agreement, issuing the Series 2013
Bonds more fully described herein; and
WHEREAS, the Issuer has determined that the amount to be on deposit from time to
time in the Escrow Account, as defined herein, will be sufficient to pay the Aggregate Debt
Service;
NOW THEREFORE, in consideration of the mutual covenants and agreements herein
contained, the Issuer and the Escrow Holder agree as follows (provided however that the
Escrow Holder in agreeing to the foregoing shall not be held or deemed responsible in any
manner whatsoever for the recitals made herein or in the Ordinance, or the adequacy or
sufficiency of the Escrow Requirement):
Section 1. Definitions. As used herein, the following terms mean:
(a) "Aggregate Debt Service" means, as of any date, the sum of all present and
future Annual Debt Service payments then remaining unpaid with respect to the respective
Series of the Refunded Bonds.
(b) "Agreement" means this Escrow Deposit Agreement.
(c) "Annual Debt Service" means, with respect to the redemption date for the
Refunded Bonds, the principal of, premium, and interest on the respective Series of the
Resolution No. 13 -15
E -1
Refunded Bonds coming due on the redemption date as shown on Schedule A attached hereto.
(d) "Bonds" or "Series 2013 Bonds" means the Gas System Revenue Refunding
Bonds, Series 2013 of the Issuer, authorized by the Ordinance, as herein defined.
(e) "Call Date" shall have the meaning set forth in the Issuer's Irrevocable Instruction
and Authorization to Redeem Bonds.
(f) "Escrow Account" means the account established and held by the Escrow Holder
pursuant to this Agreement, in which cash and investments will be held for payment of the
Refunded Bonds.
(g) "Escrow Holder" means U.S. Bank National Association, a national banking
association organized under the laws of the United States of America.
(h) "Escrow Requirement" means, as of any date of calculation, the sum of an
amount in cash in the Escrow Account which will be sufficient to pay the Aggregate Debt
Service.
(i) "Federal Securities" means direct obligations of the United States of America and
obligations the principal of or interest on which are fully guaranteed by the United States of
America, none of which permit redemption prior to maturity at the option of the obligor.
(j) "Irrevocable Instruction and Authorization to Redeem Bonds" means a certificate
executed by the Issuer which provides for redemption of the Refunded Bonds on the Call Date,
irrevocably instructs the Escrow Holder to give notice of such redemption and directs the paying
agent for the Refunded Bonds to pay the Refunded Bonds and the interest thereon upon
surrender thereof at maturity or on their Call Date, whichever is earlier.
(k) "Issuer" means the City of Clearwater, Florida.
(I) "Ordinance" means Ordinance No. 5118 -91 enacted by the Issuer on August 15,
1991, as amended and supplemented in Ordinance 7423 -05, enacted on April 21, 2005, as
amended and supplemented.
(m) "Paying Agent" shall mean the U.S. Bank National Association, Orlando, Florida,
Paying Agent for the Refunded Bonds.
(n) "Refunded Bonds" shall mean the Issuer's Gas System Revenue Refunding
Bonds, Series 2004 maturing on or after September 1, 2014.
Section 2. Deposit of Funds. The Issuer hereby deposits $7,419,256.25 with the
Escrow Holder in immediately available funds, to be held in irrevocable escrow by the Escrow
Holder and applied solely as provided in this Agreement. The Issuer represents that:
(a) Such funds are all derived as follows:
(1) $ from the net proceeds of the Bonds; and
Resolution No. 13 -15
E -2
(2) $ transferred from other legally available funds of the
Issuer.
(b) Such funds, when applied pursuant to Section 3 below, will at least equal the
Escrow Requirement as of the date hereof.
Section 3. Use and Investment of Funds. The Escrow Holder acknowledges receipt
of $7,419,256.25 and agrees:
(a) to hold the funds in irrevocable escrow during the term of this Agreement, and
(b) to deposit the sum of $7,419,256.25, representing $ funds from the
Issuer and $ from the proceeds of the Bonds, in the Escrow Account and to
hold such monies in cash.
Section 4. Payment of Refunded Bonds.
(a) Refunded Bonds. On the redemption date for the Refunded Bonds, the Escrow
Holder shall pay to the Paying Agent for the Refunded Bonds, from the cash on hand in the
Escrow Account, a sum sufficient to pay the Annual Debt Service for the Refunded Bonds
coming due on such date, as shown on Schedule A and as demonstrated on Schedule C
hereto.
(b) Surplus. On the last redemption date for the Refunded Bonds, after making the
payments from the Escrow Account described in Subsection 4(a), the Escrow Holder shall pay
to the Issuer any remaining cash in the Escrow Account in excess of the Escrow Requirement,
to be used for any lawful purpose of the Issuer.
(c) Priority of Payments. The holders of the Refunded Bonds shall have an express
first lien on the funds in the Escrow Account until such funds are used and applied as provided
in this Agreement. If the cash on hand in the Escrow Account is ever insufficient to make the
payments required under Subsection 4(a), all of the payments required under Subsection 4(a)
shall be made when due before any payments shall be made under Subsections 4(b).
(d) Fees and Expenses of Escrow Holder. On the date hereof, the Escrow Holder
acknowledges receipt of its fees to serve as Escrow Holder in the amount of $0.00 and agrees
to invoice the Issuer for reimbursement of any out of pocket expenses incurred by the Escrow
Holder in performing its services hereunder, and further acknowledges that the Escrow Holder
does not have a lien on or claim against any funds held hereunder for reimbursement of such
expenses.
Section 5. Reinvestment.
(a) Except as provided in this Section, the Escrow Holder shall have no power or
duty to invest any funds held under this Agreement or to sell, transfer or otherwise dispose of or
make substitutions of the Federal Securities held hereunder.
Resolution No. 13 -15
E -3
(b) At the written request of the Issuer and upon compliance with the conditions
hereinafter stated, the Escrow Holder shall purchase Federal Securities with cash held in the
Escrow Account and hold for payment of the Refunded Bonds on the date of redemption, or to
sell, transfer, otherwise dispose of or request the redemption of any of the Federal Securities
acquired hereunder and shall either apply the proceeds thereof to the full discharge and
satisfaction of the Refunded Bonds or substitute other Federal Securities for such Federal
Securities. The Issuer will not request the Escrow Holder to exercise any of the powers
described in the preceding sentence in any manner which would cause any Bonds to be
"arbitrage bonds" within the meaning of the Internal Revenue Code of 1986, as amended, and
the Regulations thereunder. The transactions may be effected only if (i) an independent
certified public accountant shall certify to the Escrow Holder that the cash and principal amount
of Federal Securities to be so purchased or otherwise remaining on hand after the transactions
are completed, together with the interest due thereon, will be not less than the Escrow
Requirement, and (ii) the Escrow Holder shall receive an unqualified opinion from a nationally
recognized bond counsel or tax counsel to the effect that the transactions will not cause such
Bonds to be "arbitrage bonds" within the meaning of the Internal Revenue Code of 1986, as
amended, and the regulations thereunder in effect on the date of the transactions and
applicable to transactions undertaken on such date.
Section 6. No Redemption or Acceleration of Maturity. Except as provided in the
Irrevocable Instruction and Authorization to Redeem Bonds, the Issuer will not accelerate the
maturity or due date of the Refunded Bonds.
Section 7. Responsibilities of Escrow Holder. The Escrow Holder and its respective
successors, assigns, agents and servants shall not be held to any personal liability whatsoever,
in tort, contract, or otherwise, in connection with the execution and delivery of this Agreement,
the establishment of the Escrow Account, the acceptance of the funds deposited therein, the
purchase of the Federal Securities, the retention of the Federal Securities or the proceeds
thereof or any payment, transfer or other application of money or securities by the Escrow
Holder in any non - negligent act, non - negligent omission or non - negligent error of the Escrow
Holder made in good faith in the conduct of its duties. The Escrow Holder shall, however, be
liable to the Issuer for its negligent or willful acts, omissions or errors which violate or fail to
comply with the terms of this Agreement. The duties and obligations of the Escrow Holder shall
be determined by the express provisions of this Agreement. The Escrow Holder may consult
with counsel, who may or may not be counsel to the Issuer, and in reliance upon the opinion of
such counsel shall have full and complete authorization and protection in respect of any action
taken, suffered or omitted by it in good faith in accordance therewith. Whenever the Escrow
Holder shall deem it necessary or desirable that a matter be proved or established prior to
taking, suffering or omitting any action under this Agreement, such matter may be deemed to be
conclusively established by a certificate signed by an authorized officer of the Issuer.
The Escrow Holder has no duty to determine or inquire into the happening or occurrence
of any event or contingency where the performance or the failure of performance of the Issuer
with respect to arrangements or contracts with others, the Escrow Holder's sole duty and
responsibility hereunder being to safeguard the Escrow Account and dispose of and deliver the
same strictly in accordance with this Agreement.
Section 8. Resignation of Escrow Holder. The Escrow Holder may resign and
Resolution No. 13 -15
E-4
thereby become discharged from the duties and obligations hereby created, by notice in writing
given to the Issuer and published once in a newspaper of general circulation published in . the
territorial limits of the Issuer, and in a daily newspaper of general circulation or a financial
journal published or circulated in the Borough of Manhattan, City and State of New York, not
less than sixty (60) days before such resignation shall take effect. Such resignation shall take
effect immediately upon the appointment of a successor Escrow Holder hereunder and
payments of all amounts due the resigning Escrow Holder.
Section 9. Removal of Escrow Holder.
(a) The Escrow Holder may be removed at any time by an instrument or concurrent
instruments in writing, executed by the holders of not less than fifty -one per centum (51%) in
aggregate principal amount of each series of Refunded Bonds then outstanding, such
instruments to be filed with the Issuer, and notice in writing given by such holders to all of the
registered holders of each series of the Refunded Bonds and published once in a newspaper of
general circulation published in the territorial limits of the Issuer, and in a daily newspaper of
general circulation or a financial journal published or circulated in the Borough of Manhattan,
City and State of New York, not less than sixty (60) days before such removal is to take effect .
as stated in such instrument or instruments. A photographic copy of any instrument filed with
the Issuer under the provisions of this paragraph shall be delivered by the Issuer to the Escrow
Holder.
(b) The Escrow Holder may also be removed at any time for any breach of trust or
for acting or proceeding in violation of, or for failing to act or proceed in accordance with, any
provisions of this Agreement with respect to the duties and obligations of the Escrow Holder, by
the Issuer or by the holders of not less than [twenty -five per centum (25 %)] in aggregate
principal amount of each series of the Refunded Bonds then outstanding.
(c) No such removal shall take effect until a successor Escrow Holder shall be
appointed hereunder.
Section 10. Successor Escrow Holder.
(a) If at any time hereafter the Escrow Holder shall resign, be removed, be dissolved
or otherwise become incapable of acting, or shall be taken over by any governmental official,,
agency, department or board, the position of Escrow Holder shall thereupon become vacant. If
the position of Escrow Holder shall become vacant for any of the foregoing reasons or for any
other reason, the Issuer shall appoint a successor Escrow Holder to fulfill the duties of Escrow
Holder hereunder. The Issuer shall publish notice of any such appointment once in each week
for four (4) successive weeks in a newspaper of general circulation published in the territorial
limits of the Issuer and in a daily newspaper of general circulation or a financial journal
published or circulated in the Borough of Manhattan, City and State of New York, and, before
the second publication of such notice shall mail a copy thereof to the original purchaser or
purchasers of the Refunded Bonds.
(b) At any time within one year after such vacancy shall have occurred, the holders
of a majority in principal amount of each series of Refunded Bonds then outstanding, by an
instrument or concurrent instruments in writing, executed by all such bondholders and filed with
Resolution No. 13 -15
E -5
the governing body of the Issuer, may appoint a successor Escrow Holder, which shall
supersede any Escrow Holder theretofore appointed by the Issuer. Photographic copies of
each such instrument shall be delivered promptly by the Issuer, to the predecessor Escrow
Holder and to the Escrow Holder so appointed by the bondholders.
(c) If no appointment of a successor Escrow Holder shall be made pursuant to the
foregoing provisions of this section, the holder of any Refunded Bonds then outstanding, or any
retiring Escrow Holder may apply to any court of competent jurisdiction to appoint a successor
Escrow Holder. Such court may thereupon, after such notice, if any, as such court may deem
proper and prescribe, appoint a successor Escrow Holder.
Section 11. Term. This Agreement shall commence upon its execution and delivery
and shall terminate when the Refunded Bonds have been paid and discharged in accordance
herewith, and all amounts held by the Escrow Holder hereunder have been applied in
accordance herewith.
Section 12. Severability. If any one or more of the covenants or agreements provided
in this Agreement on the part of the Issuer or the Escrow Holder to be performed should be
determined by a court of competent jurisdiction to be contrary to law, such covenant or
agreements herein contained shall be null and void and shall be severed from the remaining
covenants and agreements and shall in no way affect the validity of the remaining provisions of
this Agreement.
Section 13. Counterparts. This Agreement may be executed in several counterparts,
all or any of which shall be regarded for all purposes as duplicate originals and shall constitute
and be but one and the same instrument.
Section 14. Governing Law. This Agreement shall be construed under the laws of the
State of Florida.
Section 15. Security for Accounts and Funds. All accounts and funds maintained or
held pursuant to this Agreement shall be continuously secured in the same manner as other
deposits of municipal funds are required to be secured by the laws of Florida.
[Remainder of page left intentionally blank]
Resolution No. 13 -15
E -6
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed by their duly authorized officers and their official seals to be hereunto affixed as of the
date first above written.
(SEAL)
ATTEST:
Rosemarie Call
City Clerk
Approved as to Form,
Sufficiency and Correctness:
Pamela K. Akin
City Attorney
THE CITY OF CLEARWATER, FLORIDA
George N. Cretekos
Mayor
Rod Irwin
Assistant City Manager
E -7
Resolution No. 13 -15
U.S. BANK NATIONAL ASSOCIATION,
as Escrow Holder
By:
Vice President
Resolution No. 13 -15
E -8
Schedule A
(Aggregate Debt Service; Semi - Annual Debt Service;
Annual Debt Service; Description of Refunded Bonds)
Series 2004 Bonds
Payment Date
Principal
Premium
Interest
Total Debt Service
09 -01 -2013
$7,270,000.00
$0.00
$149,256.25
$7,419,256.25
Resolution No. 13 -15
E -9
Schedule B
(Federal Securities for Investment)
NONE
Resolution No. 13 -15
E -10
Schedule C
Escrow Cash Flow
Date
Principal
Interest
Disbursements
Cash
Balance
06 -28 -2013
$7,419,256.25
09 -01 -2013
$7,270,000.00
$149,256.25
$7,419,256.25
0.00
Resolution No. 13 -15
E -11