HomeMy WebLinkAboutExhibit SUBTHIS DOCUMENT IS A SUBSTITUTION TO ORIGINAL
BACKUP. ORIGINAL CAN BE SEEN AT END OF THIS
DOCUMENT.
EXHIBIT A
To be completed upon closing
FORM OF NOTE
ANY HOLDER SHALL, PRIOR TO BECOMING A HOLDER, EXECUTE A PURCHASER'S
CERTIFICATE IN THE FORM ATTACHED TO THE RESOLUTION (HEREIN DEFINED)
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.
R-1 AGOREGATE,PRI,NCIPAL AMO;UNTblF FIFTEEN';MILL,ION DOLLARS .($15,000,000)
Of fhb
Not to exceed Twenty Million Dollars ($20,000,000)
UNITED STATES OF AMERICA
STATE OF FLORIDA
CITY OF MIAMI
SPECIAL OBLIGATION PARKING REVENUE
BOND ANTICIPATION NOTES, SERIES 2010
(MARLINS STADIUM PROJECT)
Original
Issue
Date
Maturity
Date
KNOW ALL MEN BY THESE PRESENTS that the City of Miami, Florida (the "City" and
the "Issuer"), for value received, promises to pay from the sources hereinafter provided, to the
order of Merrill Lynch, Pierce, Fenner & Smith Incorporated, or registered assigns (hereinafter,
the "Owner", the "Holder", and the "Purchaser"), the principal sum of FIFTEEN MILLION
DOLLARS ($15,000,000) or the principal amount so advanced to the City as hereinafter
provided, in any coin or currency of the United States of America which on the date of payment
thereof is legal tender for the payment of public and private debts, and to pay, solely from said
sources, to the Owner hereof by check mailed to the Owner at his address as it appears on the
Note registration books of the City, interest on each portion of such principal sum from the date
such portions shall be advanced pursuant to the terms herein, at the Interest Rate (defined
below), calculated on the basis of a 365 day year for the actual number of days elapsed. Upon
the occurrence of an event of default, any due but unpaid principal and interest on the Note
shall bear interest at the Default Rate from the date due until paid and collected. Anything
herein or in the Note to the contrary notwithstanding, in no event shall the interest rate borne by
the Note exceed the maximum interest rate permitted to be paid by the City under applicable
law.
"Interest Rate" means (i) a rate of 4.00% for the First Interest Period, and (ii) a rate of
4.50%, increasing by 0.50% per month cumulative, not to exceed the Maximum Rate for the
Second Interest Period.
"Default Rate" means a rate equal to the lesser of 10.00% per annum or the highest rate
permitted by law.
"First Interest Period" means a period commencing on the date of issuance of the Notes
and ending six months thereafter.
"Maximum Rate" means 7.00 per annum%.
THIS DOCUMENT IS A SUBSTITUTION TO ORIGINAL
BACKUP. ORIGINAL CAN BE SEEN AT END OF THIS
DOCUMENT.
"Pledged Funds" means collectively, the (i) Pledged Revenues, (ii) all monies, including
Non -Ad Valorem Revenues deposited into the Funds and Accounts, and (iii) the earnings on
investments in the Funds and Accounts created herein pledged to secure the Bonds (with the
exception of the Rebate Fund).
"Second Interest Period" means a period commencing at the end of the First Interest
Period and ending on the Maturity Date.
The Owner agrees to make advances under this Note once per month upon at least
fifteen (15) calendar days prior written notice from the City requesting such advance draw.
Principal (or the principal amount so advanced) and all accrued and unpaid interest
hereon shall be due and payable in full on the Maturity Date or upon such earlier redemption.
The Note may be redeemed at anytime prior to maturity, without penalty and without
premium, at the price of par plus interest accrued to the date of redemption upon at least fifteen
(15) calendar. days prior written notice from the City to Owner requesting and setting such
redemption date.
If any date for the payment of principal of or interest hereon or the taking of any action
hereunder shall fall on a day which is not a Business Day, the payment due or action to be
taken on such date shall be due on the next succeeding day which is a Business Day, but the
City shall not receive credit for the payment until it is actually received by the Owner.
THIS NOTE DOES NOT CONSTITUTE A GENERAL INDEBTEDNESS OF THE CITY
WITHIN THE MEANING OF ANY CONSTITUTIONAL, STATUTORY OR CHARTER
PROVISION OR LIMITATION, AND IT IS EXPRESSLY AGREED BY THE HOLDER OF THIS
NOTE THAT SUCH HOLDER SHALL NEVER HAVE THE RIGHT TO REQUIRE OR COMPEL
THE EXERCISE OF THE AD VALOREM TAXING POWER OF THE CITY OR TAXATION OF
ANY REAL OR PERSONAL PROPERTY THEREIN FOR THE PAYMENT OF THE PRINCIPAL
OF AND INTEREST ON THIS NOTE OR THE MAKING OF ANY OTHER PAYMENTS
PROVIDED FOR IN THE RESOLUTION.
This Note is one of an authorized issue of Notes in the aggregate principal amount of not to
exceed Twenty Million Dollars ($20,000,000) of like .date, tenor and effect, except as to number
issued to finance a portion of the cost of the Project and in full compliance with the Constitution
and Statutes of the State of Florida, including particularly Chapter 166, Florida Statutes, Section
215.431, Florida Statutes, and Resolution No. R-09-0509 duly adopted by the City on October
22, 2009, as amended and supplemented (the "Bond Resolution") and Resolution No. 10-0272
duly adopted on June 24, 2010 (the "Note Resolution"), in anticipation of the receipt by the City
of the proceeds from the sale of not exceeding $120,000,000 Special Obligation Parking
Revenue Bonds, Series 2010 (Marlins Stadium Project) (the "Bonds"). The Bond Resolution and
the Note Resolution are herein collectively referred to as the "Resolution". The City represents
and covenants to the Purchaser, that (i) other than the Bonds which are being issued in part to
pay and redeem the Note(s), the City shall not issue any other debt obligations until all of the
Note(s) have been paid and redeemed in full; and (ii) for so long as the Note(s) are outstanding,
the Note(s) shall be cross -defaulted with the City's other outstanding prior debt obligations to
which the City has pledged a covenant to budget and appropriate Non -Ad Valorem Revenues.
The principal of and interest on this Note are payable solely from the Bonds and the
Pledged Funds, and secured by a lien upon and pledge by the City of the Pledged Funds in the
manner and to the extent described in the Note Resolution (the "Note Pledged Revenues").
THIS DOCUMENT IS A SUBSTITUTION TO ORIGINAL
BACKUP. ORIGINAL CAN BE SEEN AT END OF THIS
DOCUMENT.
The City promises to pay the Owner interest on amounts outstanding from the date
funds are drawn at the Interest Rate described above. The City may make draws on this Note
once per month beginning July 1, 2010 for six (6) months ending after December 31, 2010.
Draws under this Note, unless an Event of Default, or event that with the giving of notice or the
passage of time would constitute an Event of Default, then exists, may be made in the manner
prescribed in the Note Resolution.
This Note may be exchanged or transferred by the Owner hereof but only upon the
registration books maintained by the City and in the manner provided in the Resolution.
It is hereby certified, recited and declared that all acts, conditions and prerequisites
required to exist, happen and be performed precedent to and in the execution, delivery and the
issuance of this Note do exist, have happened and have been performed in due time, form and
manner as required by law, and that the issuance of this Note is in full compliance with and
does not exceed or violate any constitutional or statutory limitation.
This Note has all the qualities and incidents of a negotiable instrument under Article 8 of
the Uniform Commercial Code, the State of Florida, Chapter 678, Florida Statutes.
This Note shall not be valid or become obligatory for any purpose or be entitled to any
benefit or security under the Resolution until it shall have been authenticated by the execution
by the Registrar of the certificate of authentication endorsed hereon.
IN WITNESS WHEREOF, the City of Miami, Florida, has issued this Note and has
caused the same to be signed by its City Manager and attested and countersigned by its City
Clerk, either manually or with'their facsimile signatures, and its seal to be affixed hereto or a
facsimile of its seal to be reproduced hereon, all as of the day of , 2010.
CITY OF MIAMI, FLORIDA
(SEAL)
ATTESTED AND COUNTERSIGNED:
By:
Priscilla A. Thompson, City Clerk
in
Carlos Migoya, City Manager
APPROVED AS TO FORM
AND CORRECTNESS:
AZ
Julie O. Bru, City Attorney
CERTIFICATE OF AUTHENTICATION
This Note is one of the Notes designated in and executed under the provisions of the within
mentioned Resolution.
Finance Director, as Bond Registrar
By:
Authorized Officer
Date of Authentication:
THIS DOCUMENT IS A SUBSTITUTION TO ORIGINAL
BACKUP. ORIGINAL CAN BE SEEN AT END OF THIS
DOCUMENT.
ASSIGNMENT AND TRANSFER
For value received the undersigned hereby sells, assigns and transfers unto
(Please insert Social Security or other identifying number of
transferee) the attached Note of the City of Miami, Florida, and
does hereby constitute and appoint , attorney, to transfer the said Note
on the books kept for registration thereof, with full power of substitution in the premises.
Date:
Signature Guaranteed by
[member firm of the New York
Stock Exchange or a commercial
bank or a trust company]
By:
Title:
NOTICE: No transfer will be registered and
no new Note will be issued in the name of
the Transferee, unless the signature to this
assignment corresponds with the name as it
appears upon the face of the within Note 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.
THIS DOCUMENT IS A SUBSTITUTION TO ORIGINAL
BACKUP. ORIGINAL CAN BE SEEN AT END OF THIS
DOCUMENT.
EXHIBIT B
To be completed upon closing
FORM OF PURCHASER'S CERTIFICATE
This is to certify that Merrill Lynch, Pierce, Fenner & Smith Incorporated (the
"Purchaser") has not requested or directed the City of Miami, Florida (the "City") to deliver any
offering document and has conducted its own investigation, to the extent it deems satisfactory
or sufficient, into matters relating to business affairs or conditions (either financial or otherwise)
of the City in connection with the issuance of the not to exceed Twenty Million Dollars
($20,000,000) City of Miami, Florida Special Obligation Parking Revenue Bond Anticipation
Notes, Series 2010 (Marlins Stadium Project) (collectively, the "Notes") and the purchase by
Purchaser of not to exceed Fifteen Million Dollars ($15,000,000) of such Note(s), and no
inference should be drawn that the Purchaser, in the acceptance of said Note(s), is relying on
Bryant Miller Olive P.A. ("Bond Counsel") or the Office of the City Attorney ("Counsel to the
City") as to any such matters other than the legal opinions rendered by Bond Counsel and
Counsel to the City. Any capitalized undefined terms used herein not otherwise defined shall
have the meaning set forth in Resolution No. 10-0272 adopted by the City on June 24, 2010
relating to the Note(s) (the "Note Resolution").
We acknowledge and understand that the Note Resolution is not being qualified under
the Trust Indenture Act of 1939, as amended (the "1939 Act"), and is not being registered in
reliance upon the exemption from registration under Section 3(a)(2) of the Securities Act of
1933, Section 517.051(1), Florida Statutes, and/or Section 517.061(7), Florida Statutes, and
that neither the City, Bond Counsel nor Counsel to the City shall have any obligation to effect
any such registration or qualification.
We are not acting as a broker or other intermediary, and are purchasing not to exceed
Fifteen Million Dollars ($15,000,000) of the Note(s) as an investment for our own account and
not with a present view to a resale or other distribution to the public. We understand that the
Note(s) may not be transferred.
We are a bank, trust company, savings institution, insurance company, dealer,
investment company, pension or profit-sharing trust, or qualified institutional buyer as
contemplated by Section 517.061(7), Florida Statutes. We are not purchasing the Note(s) for
the direct or indirect promotion of any scheme or enterprise with the intent of violating or
evading any provision of Chapter 517, Florida Statutes.
DATED this day of )2010.
MERRILL LYNCH, PIERCE, FENNER &
SMITH INCORPORATED
By:_
Name:
Title:
THIS DOCUMENT IS A SUBSTITUTION TO ORIGINAL
BACKUP. ORIGINAL CAN BE SEEN AT END OF THIS
DOCUMENT.
EXHIBIT C
To be completed upon closing
FORM OF DISCLOSURE LETTER
AGGREGATE PRINCIPAL AMOUNT NOT TO EXCEED
FIFTEEN MILLION DOLLARS ($15,000,000)
OF THE
NOT TO EXCEED TWENTY MILLION DOLLARS ($20,000,000)
CITY OF MIAMI, FLORIDA
SPECIAL OBLIGATION PARKING REVENUE
BOND ANTICIPATION NOTES, SERIES 2010
(MARLINS STADIUM PROJECT)
City Commission of the City of Miami
City Hall
3500 Pan American Drive
Miami, Florida 33133
Gentlemen:
In connection with the proposed issuance by the City of Miami, Florida (the "City") of not
to exceed Twenty Million Dollars ($20,000,000) City Of Miami, Florida Special Obligation
Parking Revenue Bond Anticipation Notes, Series 2010 (Marlins Stadium Project) (the
"Note(s)"), Merrill Lynch, Pierce, Fenner & Smith Incorporated, New York, New York (the
"Purchaser"), has agreed to purchase not to exceed Fifteen Million Dollars ($15,000,000) of the
Note(s).
The purpose of this letter is to furnish, pursuant to the provisions of Section 218.385(6)
and (2), Florida Statutes, as amended, certain information in respect to the arrangement
contemplated for the underwriting of not to exceed Fifteen Million Dollars ($15,000,000) of the
Note(s) as follows:
(a) The nature and estimated amount of expenses to be incurred by the Purchaser and paid
by the Purchaser in connection with the purchase and reoffering, if any, of the Note(s) are set
forth on Schedule A attached hereto,
(b) No person has entered into an understanding with the Purchaser, or to the knowledge of
the Purchaser, with the City for any paid or promised compensation or valuable consideration,
directly or indirectly, expressly or implied, to act solely as an intermediary between the City and
the Purchaser or to exercise or attempt to exercise any influence to effect any transaction in the
purchase of the Note(s).
(c) The, amount of underwriting spread, including the management fee, expected to be
realized is as follows: None.
(d) No fee, bonus or other compensation is estimated to be paid by the Purchaser in
connection with the issuance of the Note(s) to any person not regularly employed or retained by
the Purchaser (including any "finder", as defined in Section 218.386(1)(a), Florida Statutes, as
amended), except as specifically enumerated as expenses to be incurred and paid by the
Purchaser, as set forth in Schedule A attached hereto.
THIS DOCUMENT IS A SUBSTITUTION TO ORIGINAL
BACKUP, ORIGINAL CAN BE SEEN AT END OF THIS
DOCUMENT.
(e) The name and address of the Purchaser is set forth below:
Attention: Ed Curland
Merrill Lynch, Pierce, Fenner & Smith Incorporated
4 World Financial Center North Tower
11't" Floor
New York, New York 10080
(f) Unless earlier redeemed, the Fifteen Million Dollars of the aggregate principal amount of
the Note(s) being purchased by the Purchaser is expected to be repaid at the end of
approximately 1 year. Assuming the entire principal amount of the Note(s) is drawn down on
the date of issuance at an interest rate of percent (_%) per annum, total interest paid over
the life of the Note(s) is estimated to be $
(g) The source of repayment or security for the Note(s) is the proceeds to be derived from
long-term financing of the City and the Pledged Funds. Assuming the entire principal amount of
the Note is drawn down on the date of issuance at an interest rate of percent ( _%),
issuance of the Note is estimated to result in maximum of approximately $ of
annual revenues of the City not being available to finance other services of the City during the
life of the Note, unless such $ is repaid from the proceeds of the Bonds as set forth in
the Note Resolution.
We understand that you do not require any further disclosure from the Purchaser,
pursuant to Section 218.385(6) and (2), Florida Statutes, as amended.
Very truly yours,
MERRILL LYNCH, PIERCE, FENNER &
SMITH INCORPORATED
By:
Name:
Title:
THIS DOCUMENT IS A SUBSTITUTION TO ORIGINAL
BACKUP. ORIGINAL CAN BE SEEN AT END OF THIS
DOCUMENT.
SCHEDULE A
ESTIMATED PURCHASER'S FEE AND ISSUANCE EXPENSES
None
Remainder of page intentionally left blank.
THIS DOCUMENT IS A SUBSTITUTION TO ORIGINAL
BACKUP. ORIGINAL CAN BE SEEN AT END OF THIS
DOCUMENT.
EXHIBIT D
To be completed upon closing
FORM OF REQUISITION FOR PAYMENT
AGGREGATE PRINCIPAL AMOUNT NOT TO EXCEED
FIFTEEN MILLION DOLLARS ($15,000,000)
OF THE
NOT TO EXCEED TWENTY MILLION DOLLARS ($20,000,000)
CITY OF MIAMI, FLORIDA
SPECIAL OBLIGATION PARKING REVENUE
BOND ANTICIPATION NOTES, SERIES 2010
(MARLINS STADIUM PROJECT)
Requisition No.:
Amount Requested:
Dollars and _ Cents ($ )
1. The City hereby certifies that proceeds from this Requisition have been or
will be used for lawful purposes for the Project (as defined in Resolution No. R-09-0509
adopted on October 22, 2009, as amended and supplemented by Resolution No. R-10-
0272 adopted on June 24, 2010 relating to the above referenced Note) (collectively, the
"Resolution") and has not been the basis of any previous disbursement;
2. The City hereby certifies that no Event of Default, or event that with the
giving of notice or the passage of time would constitute an Event of Default, exists.
3. Unless otherwise noted, all capitalized terms herein shall have the
meanings assigned to them in the Resolution.
4. The City hereby instructs the Owner to fund a draw in the amount of
Dollars and Cents ($ ) and send the
money to [insert wire or deposit instructions].
This day of
20�
CITY OF MIAMI, FLORIDA
By:
Name: Carlos Migoya
Title: City Manager
SUBSTITUTED
EXHIBIT A
To be completed upon closing
FORM OF NOTE
ANY HOLDER SHALL, PRIOR TO BECOMING A HOLDER, EXECUTE A PURCHASER'S
CERTIFICATE IN THE FORM ATTACHED TO THE RESOLUTION (HEREIN DEFINED)
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.
R-1 Not to exceed Twenty Million Dollars ($2
UNITED STATES OF AMERICA
STATE OF FLORIDA
COUNTY OF MIAMI-DADE
CITY OF MIAMI
SPECIAL OBLIGATION PARKING REVENU
BOND ANTICIPATION NOTES, SERIES 2 0
(MARLINS STADIUM PROJECT)
Original
Issue
Date
Maturit
Date
KNOW ALL MEN BY THESE PRESS TS that the City of Miami, Florida (the "City"), for
value received, promises to pay from the u ces hereinafter provided, to the order of Merrill
Lynch Pierce, Fenner & Smith Incorpora d, or registered assigns (hereinafter, the "Owner"), the
principal sum of TWENTY MILLION DOLLARS ($20,000,000) or the principal amount so
advanced to the City as hereinaftrlprovided, in any coin or currency of the United States of
America which on the date ofdyment thereof is legal tender for the payment of public and
private debts, and to pay, sol ly�from said sources, to the Owner hereof by check mailed to the
Owner at his address as it pears on the Note registration books of the City, interest on each
portion of such principal um from the date such portions shall be advanced pursuant to the
terms herein, at the Inti est Rate (defined below), calculated on the basis of a 360 day year for
the actual number of/days elapsed. Upon the occurrence of an event of default, any due but
unpaid principal ang interest on the Note shall bear interest at the Default Rate from the date
due until paid a collected. Anything herein or in the Note to the contrary notwithstanding, in
no event shall a interest rate borne by the Note exceed the maximum interest rate permitted to
be paid by th City under applicable law.
Interest Rate" means (i) a rate of 4.00% for the First Interest Period, and (ii) a rate of
4.50'0, increasing by 0.50% per month cumulative, not to exceed the Maximum Rate for the
SeEond Interest Period.
"Default Rate" means a rate equal to the lesser of 10.00% per annum or the highest rate
permitted by law.
SUBSTITUTED
"First Interest Period" means a period commencing on the date of issuance of the Notes
and ending six months thereafter.
"Maximum Rate" means 7.00 per annum%.
"Second Interest Period" means a period commencing at the end of the First Interest
Period and ending on the Maturity Date. ,✓,ffi
The Holder agrees to make advances under this Note once per month upon at/least
fifteen (15) calendar days prior written notice from the City requesting such advance dr4w.
Principal and all accrued and unpaid interest hereon shall be due and payble in full on
the Maturity Date.
The Note may be redeemed at anytime prior to maturity, without penalty and without
premium, at the price of par plus interest accrued to the date of redemptiorf upon at least fifteen
(15) calendar days prior written notice from the City to Holder requ.0ing and setting such
redemption date.
If any date for the payment of principal of or interest her on or the taking of any action
hereunder shall fall on a day which is not a Business Day, tai` payment due or action to be
taken on such date shall be due on the next succeeding daYwhich is a Business Day, but the
City shall not receive credit for the payment until it is actually received by the Owner.
THIS NOTE DOES NOT CONSTITUTE A GENERAL INDEBTEDNESS OF THE CITY
WITHIN THE MEANING OF ANY CONSTITUTIONAL, STATUTORY OR CHARTER
PROVISION OR LIMITATION, AND IT IS EXPREZ'�LY AGREED BY THE HOLDER OF THIS
NOTE THAT SUCH HOLDER SHALL NEVER HA E THE RIGHT TO REQUIRE OR COMPEL
THE EXERCISE OF THE AD VALOREM TAXING POWER OF THE CITY OR TAXATION OF
ANY REAL OR PERSONAL PROPERTY THgkIN FOR THE PAYMENT OF THE PRINCIPAL
OF AND INTEREST ON THIS NOTE OR THE MAKING OF ANY OTHER PAYMENTS
PROVIDED FOR IN THE RESOLUTION._ F
This Note is one of an authorized Issue of Notes in the aggregate principal amount of not to
exceed Twenty Million Dollars ($20;0'00,000) of like date, tenor and effect, except as to number
issued to finance a portion of the Post of the Project and in full compliance with the Constitution
and Statutes of the State of Florida, including particularly Chapter 166, Florida Statutes, Section
215.431, Florida Statutes, and -°Resolution No. R-09-0509 duly adopted by the City on October
22, 2009, as amended and supplemented (the "Bond Resolution") and a resolution duly adopted
on , 2010 (the "Note Resolution'), in anticipation of the receipt by the City of
the proceeds from the sale of not exceeding $120,000,000 Special Obligation Parking Revenue
'Bonds, Series 2010 (Ma`rlins Stadium Project) (the "Bonds"). The Bond Resolution and the Note
Resolution are herein collectively referred to as the "Resolution".
The principal of and interest on this Note are payable solely from the Bonds and secured
by a lien upon and pledge by the City of the Pledged Funds in the manner and to the extent
described in the Note Resolution (the "Note Pledged Revenues").
The>"City promises to pay the Owner interest on amounts outstanding from' the date
funds are.,drawn at the Interest Rate described above. The City may make draws on this Note
once per month for eleven (11) months. Draws under this Note, unless an Event of Default, or
event .that with the giving of notice or the passage of time would constitute an Event of Default,
then.exists, may be made in the manner prescribed in the Note Resolution.
A
SUBSTITUTED
This Note may be exchanged or transferred by the Owner hereof but only upon
registration books maintained by the City and in the manner provided in the Resolution.
It is hereby certified, recited and declared that all acts, conditions and prerequisites
required to exist, happen and be performed precedent to and in the execution,, delivery and the
issuance of this Note do exist, have happened and have been performed in due time, form and
manner as required by law, and that the issuance of this Note is in full compliance with and
does not exceed or violate any constitutional or statutory limitation.
This Note has all the qualities and incidents of a negotiable instrument under Article 8 of
the Uniform. Commercial Code, the State of Florida, Chapter 678, Florida Statutes.
This Note shall not be valid or become obligatory for any purpose or be entitled to any
benefit or security under the Resolution until it shall have bee n,authenticated by the execution
by the Registrar of the certificate of authentication endorsed hereon.
IN WITNESS WHEREOF, the City of Miami, Florida, has issued this Note and has
caused the same to be signed by its City Manager and attested and countersigned by its City
Clerk, either manually or with their facsimile signatures, and its seal to be affixed hereto or a
facsimile of its seal to be reproduced hereon, all as of -the day of 2010.
(SEAL)
ATTESTED AND COUNTERSIGNED:
By:
City Clerk
CITY OF MIAMI, FLORIDA
By:
City Manager
APPROVED AS TO FORM
AND CORRECTNESS
By:
City Attorney
CERTIFICATE OF AUTHENTICATION
This Note is one of the Notes designated in and executed under the provisions of the within
mentioned Resolution.
Finance Director, as Bond Registrar
Date of Authentication:
SUBSTITUTED
SUBSTITUTED
ASSIGNMENT AND TRANSFER
For value received the undersigned hereby sells, assigfhs and transfers unto
(Please insert Social Security or gfher identifying number of
transferee) the attached Note of thCity of Miami, Florida, and
does hereby constitute and appoint att,rney, to transfer the said Note
on the books kept for registration thereof, with full power of sub, itution in the premises.
Date:
Signature Guaranteed by
[member firm of the New York
Stock Exchange or a commercial
bank or a trust company.)
By:
Title:
F NOTfCE: No transfer will be registered and
no new Note will be issued in the name of
the Transferee, unless the signature to this
assignment corresponds with the name as it
appears upon the face of the within Note 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.
d
SUBSTITUTED
EXHIBIT B
To be completed upon closing
FORM OF PURCHASER'S CERTIFI
This is to certify that Merrill Lynch Pierce, Fenner& Sn�ifh Incorporated (the "Purchaser")
has not the City of Miami, Florida (the "City") to delive,rr/any offering document and has
conducted its own investigation, to the extent it deems-atisfactory or sufficient, into matters
relating to business affairs or conditions (either financia),or otherwise) of the City in connection
with the issuance of the not to exceed Twenty Mill}'.dn Dollars ($20,000,000) City of Miami,
Florida Special Obligation Parking Revenue Bond, Anticipation Notes, Series 2010 (Marlins
Stadium Project), and no inference should be dr�,F n that the Purchaser, in the acceptance of
said Note, is relying on Bryant Miller Olive Pt. ("Bond Counsel") or the Office of the City
Attorney ("Counsel to the City") as to any such matters other than the legal opinions rendered
by Bond Counsel and Counsel to the City.Any capitalized undefined terms used herein not
otherwise defined shall have the meanin set forth in a resolution adopted by the City on
, 2010 relating to the N, to (the "Resolution").
We acknowledge and understand that the Resolution is not being qualified under the
Trust Indenture Act of 1939, as amended (the "1939 Act"), and is not being registered in
reliance upon the exemption from,/registration under Section 3(a)(2) of the Securities Act of
1933, Section 517.051 (1), Florida` Statutes, and/or Section 517.061(7), Florida Statutes, 'and
that neither the City, Bond Counsel nor Counsel to the City shall have any obligation to effect
any such registration or qualifigation.
We are not acting as` a broker or other intermediary, and are purchasing the Note as an
investment for our own agcount and not with a present view to a resale or other distribution to
the public. We understgnd that the Note may not be transferred in a denomination less than
$100,000 under any circumstance.
We are a bank, trust company, savings institution, insurance company, dealer,
investment company, pension or profit-sharing trust, or qualified institutional buyer as
contemplated by Section 517.061(7), Florida Statutes. We are not purchasing the Note for the
direct or indirect promotion of any scheme or enterprise with the intent of violating or evading
any provision of Qhapter 517, Florida Statutes.
DATED this day of , 2010,
SUBSTITUTED
MERRILL LYNCH: PIERCE, FENNER &
SMITH INCORPORATED
By:____
Name:
Title:
SUBSTITUTED
EXHIBIT C
To be completed upon closing
FORM OF DISCLOSURE LETTER
NOT TO EXCEED $20,000,000
CITY OF MIAMI, FLORIDA //
SPECIAL OBLIGATION PARKING REVS ,tJE
BOND ANTICIPATION NOTES, SERIES 010
(MARLINS STADIUM PROJECT),
City Commission of the City of Miami f
Miami, Florida
Ladies and Gentlemen:
In connection with the proposed issuan�d by the City of Miami, Florida (the "City") of not
to exceed Twenty Million Dollars ($20,000`000) City Of Miami, Florida Special Obligation
Parking Revenue Bond Anticipation Notes ,�tSeries 2010 (Marlins Stadium Project) (the "Note"),
Merrill Lynch Pierce, Fenner & Smith Incesrporated, Pensacola, Florida (the "Purchaser"), has
agreed to purchase the Note.
The purpose of this letter is t ,furnish, pursuant to the provisions of Section 218.385(6)
and (2), Florida Statutes, as am�-nded, certain information in respect to the arrangement
contemplated for the underwriting the Note as follows:
(a) The nature and estima �d amount of expenses to be incurred b the Purchaser and aid
Y P
by the Purchaser in connectsQ n with the ,purchase and reoffering, if any, of the Note are set forth
on Schedule A attached he 6to.
(b) No person has en ered into an understanding with the Purchaser, or to the knowledge of
the Purchaser, with th7.7City for any paid or promised compensation or valuable consideration,
directly or indirectly, expressly or implied, to act solely as an intermediary between the City and
the Purchaser or toKercise or attempt to exercise any influence to effect any transaction in the
purchase of the Not.
(c) The amount of underwriting spread, including the management fee, expected to be
realized is as follows:
(d) No other fee, bonus or other compensation is estimated to be paid by the Purchaser in
connection -with the issuance of the Note to any person not regularly employed or retained by
the Purch ser (including any "finder", as defined in Section 218.386(1)(a), Florida Statutes, as
amended,, except as specifically enumerated as expenses to be incurred and paid by the
Purchaser, as set forth In Schedule A attached hereto.
(e) ` The name and address of the Purchaser is set forth below:
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(f) Unless earlier redeemed, the Note is expected to be repaid at the end of appfoximately
1 year. Assuming the entire principal amount of the Note is drawn down on the dg�of issuance
at an interest rate of %, total interest paid over the life of the Note is e timated to be
$
(g) The source of repayment or security for the Note is the proceeds to be derived from
long-term financing of the City and the Pledged Funds. Assuming the entire principal amount of
the Note is drawn down on the date of issuance at an interest rate gf %, issuance of the
Note is estimated to result in maximum of approximately $ of annual revenues of
the City not being available to finance other services of the City 4dring the life of the Note,
We understand that you do not require any furthef disclosure from the Purchaser,
pursuant to Section 218.385(6) and (2), Florida Statutes, a5amended.
Very truly,yours,
MERRI;LL LYNCH PIERCE, FENNER &
SMITH INCORPORATED
sy:
-Name:
Title:
d.
SCHEDULE A
ESTIMATED PURCHASEF
SUBSTITUTED
SUBSTITUTED
EXHIBIT D
FORM OF REQUISITION FOR PAYMENT
NOT TO EXCEED $20,000,000
CITY OF MIAMI, FLORIDA
SPECIAL OBLIGATION PARKING REVENUE
BOND ANTICIPATION NOTES, SERIES 2010
(MARLINS STADIUM PROJECT),
Requisition No.:
Amount Requested: $
1. The City hereby certifies that proceeds from/this Requisition have been or
will be used for lawful purposes for the Project (as defined in Resolution No. R-09-0509
adopted on October 22, 2009, as amended and supplfnented by Resolution No. R -10 -
adopted on , 2010 relating to the above ,GG eerenced Note) (the "Resolution")
and has not been the basis of any previous disbursement;
2. The City hereby certifies that no/Event of Default, or event that with the
giving of notice or the passage of time would ponstitute an Event of Default, exists.
3. Unless otherwise noted,
meanings assigned to them in the Resoli
4. The City hereby ii
Dollars and
money to [insert wire or deposit in
This day of
I capitalized terms herein shall have the
the Owner to fund a draw in the amount of
Cents ($ ) and send the
$j.
20�
CITY OF MIAMI, FLORIDA
By:
Name:
Title: City Manager