HomeMy WebLinkAboutExhibitEXHIBIT A
SERIES 2006 INDENTURE
MIAMI/4177401.4
SS&D Draft #4
10/26/06
SERIES 2006 INDENTURE
between
CITY OF MIAMI, FLORIDA
and
U.S. BANK NATIONAL ASSOCIATION,
As Trustee
Relating to
City of Miami, Florida
Non -Ad Valorem Variable Rate Refunding Revenue Bonds,
Taxable Pension Series 2006
Dated as of
December 1, 2006
MIAMf14177359.6
TABLE OF CONTENTS
ARTICLE I
DEFINITIONS AND OTHER PROVISIONS OF GENERAL APPLICATION
Section 101.
Section 102.
Section 103.
Section 104.
Section 105.
Section 106.
Section 107.
Section 108.
Section 109.
Section 110.
Section 111.
Section 112.
Section 113.
Page
Definitions 3
Effect of Headings and Table of Contents 10
Form of Documents Delivered to Trustee 10
Acts of Bondholders 11
Notices, etc., to Trustee, City, etc 11
Notices to Bondholders; Waiver 12
Successors and Assigns 12
Separability Clause 12
Benefits of Indenture 12
Governing Law 13
Times 13
References to Liquidity Facility 13
Additional Notices to Rating Services 13
ARTICLE II
AUTHORIZATION AND TERMS OF BONDS; ISSUANCE AND FORM OF BONDS
Section 201.
Section 202.
Section 202A.
Section 203.
Section 204.
Section 205.
Section 206.
Section 2A.01.
Section 2A.02.
Section 2A.03.
Section 2A.04.
Section 301.
Section 302.
Section 303.
Section 304.
Section 305.
MIAMI/4177359.6
Authorization of Bonds 13
Terms of Bonds 14
Accrual, Payment and Determination of Interest 14
Form of Bonds 20
Book -Entry Only System 20
Successor Depository; Transfers Outside Book -Entry Only System 21
Payment of Interest on Series 2006 Bonds; Interest Rights Preserved 21
ARTICLE IIA
DUTCH AUCTION RATE PROVISIONS
Dutch Auction Rate — Supplemental Definitions 22
Dutch Auction Rate Periods; Dutch Auction Rate; Auction Period 29
[Reserved] 39
Calculation of All -Hold Rate 39
ARTICLE III
REDEMPTION, TENDER AND REMARKETING OF BONDS
Redemption 39
Election to Redeem; Notice to Trustee 41
Partial Redemption; Selection by Trustee of Bonds to be Redeemed 41
Notice of Redemption 42
Deposit of Redemption Price 43
-i-
TABLE OF CONTENTS
(continued)
Page
Section 306. Bonds Payable on Redemption Date 43
Section 307. Bonds Redeemed in Part 44
Section 308. Redemption of Bank Bonds 44
Section 309. Optional Tenders During Rate Periods 44
Section 310. Mandatory Tenders for Purchase 45
Section 311. Remarketing and Purchase of Tendered Bonds 48
Section 312. Bond Purchase Fund; Purchase of Bonds Delivered to Paying Agent 51
Section 313. Inadequate Funds for Tenders 53
Section 314. Remarketing Agent 53
Section 315. Qualification of Remarketing Agent 54
Section 316. Appointment and Qualifications of Auction Agent; Resignation;
Removal 54
Section 317. Broker -Dealer 55
Section 318. Several Capacities 55
ARTICLE IV
SPECIAL FUNDS AND INVESTMENTS
Section 401. Establishment of Funds 55
Section 402. Proceeds Fund 55
Section 403. Special Funds 56
Section 404. Investment of Moneys 56
Section 405. Disposition of Fund Balances 56
ARTICLE IVA
LIQUIDITY FACILITY
Section 4A.01. Liquidity Facility; Alternate Liquidity Facility 56
Section 4A.02. Series 2006 Bonds; Nonpresentment of Tendered Bonds 60
ARTICLE V
REMEDIES OF THE TRUSTEE AND HOLDERS OF BONDS IN EVENT OF DEFAULT
Section 501. Events of Default under the Master Indenture 60
Section 502. Additional Events of Default 60
ARTICLE VI
CONCERNING THE TRUSTEE
Section 601. Duties and Liabilities of Trustee 61
Section 602. Liquidity Facility Issuer 61
MIAMI14177359.6
TABLE OF CONTENTS
(continued)
Page
ARTICLE VII
SUPPLEMENTS AND AMENDMENTS
Section 701. Supplemental Series Indentures 61
ARTICLE VIII
PROVISIONS FOR THE BENEFIT OF THE BOND INSURER
Section 801. Exercise of Certain Rights of Holders by the Bond Insurer 61
Section 802. Provisions for the Benefit of the Bond Insurer 61
ARTICLE IX
MISCELLANEOUS
Section 901. Incorporation of Provisions of Master Indenture 62
Section 902. Binding Effect 62
Section 903. Counterparts 62
Section 904. Survival of Representations and Warranties 62
Section 905. Effective Date 62
M1AM114177359.6 -111-
SERIES 2006 INDENTURE
THIS SERIES 2006 INDENTURE, dated as of December 1, 2006, is between the CITY
OF MIAMI, FLORIDA, a municipality located in Miami -Dade County and U.S. BANK
NATIONAL ASSOCIATION, a national banking association with a corporate trust office in Fort
Lauderdale, Florida (the "Trustee").
WITNESSETH:
WHEREAS, the City of Miami, Florida (the "City") has previously issued its
$62,135,000 original aggregate principal amount of Non -Ad Valorem Revenue Bonds, Taxable
Pension Series 1995 (the "Series 1995 Bonds"), currently outstanding in the aggregate principal
amount of $61,815,000 pursuant to Resolution 95-564 (the "Authorizing Resolution") adopted
by the City Commission of the City (the "Commission") on July 13, 1995, a Master Trust
Indenture dated as of December 1, 1995 (the "Master Indenture") and a Series 1995 Indenture
dated as of December 1, 1995 (the "Series 1995 Indenture" and, together with the Master
Indenture, the "Original Indenture") each between the City and U.S. Bank National Association,
as successor in interest to First Union National Bank of Florida (the "Trustee"); and
WHEREAS, the City, pursuant to Resolution No. R-04-0697 (the "Swaption
Resolution") adopted by the Commission on October 28, 2004, authorized the issuance of not to
exceed $75,000,000 Non -Ad Valorem Variable Rate Refunding Revenue Bonds, Taxable
Pension Series 2006 (the "Series 2006 Bonds") to refund all or a portion of the Series 1995
Bonds and entered into an interest rate swap (the "Swap") option with Morgan Stanley Capital
Services Inc. (the "2006 Counterparty") pursuant to an International Swap Dealers Association
Master Swap Agreement (the "ISDA Master Agreement") dated as of November 8, 2004,
Schedules to the ISDA Master Agreement including a credit support annex, (the "Schedule")
dated as of November 8, 2004 and a confirmation to the ISDA Master Agreement (the
"Confirmation" and, together with the ISDA Master Agreement and the Schedule, the "Swap
Agreement") dated as of November 15, 2004; and
WHEREAS, pursuant to the Swap Agreement, the 2006 Counterparty has exercised its
option to initiate the Swap; and
WHEREAS, the City adopted Resolution No. (the "Series Resolution") on
November _, 2006, which provides for the issuance of the Series 2006 Bonds, as Variable Rate
Bonds as defined and pursuant to the Master Indenture and this Series 2006 Indenture (the
"Series 2006 Indenture" and, together with the Master Indenture, the "Indenture") dated as of
December 1, 2006 between the City and the Trustee, among other things;
GRANTING CLAUSES
NOW, THEREFORE, THIS SERIES 2006 INDENTURE WITNESSETH, that in
consideration for and to secure the payment of the Series 2006 Bonds and related Bond Service
Charges and to secure the performance and observance of all the covenants contained in the
Series 2006 Bonds, in the Master Indenture, in this Series 2006 Indenture and in the Liquidity
Facility Agreement and to declare the terms and conditions upon and subject to which the Series
MIAM1/4177359.6
2006 Bonds are to be issued and obligations for the payment of Payment Obligations relating to
the Series 2006 Bond Insurance Policy and the Other Bond Service Charges relating to the
Liquidity Facility (each as defined herein) are to be paid and to declare the manner in which the
foregoing are to be secured and enforced, the consideration of the premises, the acceptance by
the Trustee of the trusts created by the Master Indenture and this Series 2006 Indenture and in
consideration of the purchase and sale of the Series 2006 Bonds by the Original Purchasers and
subsequent holders of the Series 2006 Bonds, the issuance by 2006 Bond Insurer of the 2006
Bond Insurance Policy, the issuance of the Liquidity Facility by the Liquidity Facility Issuer,
with respect to the Series 2006 Bonds, and for other good and valuable consideration, the receipt
of which is hereby acknowledged, the City and Trustee have previously executed and delivered
the Master Indenture in which the City has pledged the Trust Estate to the Trustee as a source of
payment and security for all Bonds, including the Series 2006 Bonds and Additional Bonds
issued from time to time, and have executed and delivered this Series 2006 Indenture, and by this
Series 2006 Indenture the City does hereby pledge unto the above named Trustee and any
successors in trust, as further security for the payment of the Series 2006 Bonds, the Debt
Service thereon and Other Bond Service Charges and as security for the City's other obligations
under the Bond Documents for the benefit of the Holders or beneficial owners of the Series 2006
Bonds, the Credit Facility Providers relating to the Series 2006 Bonds, the indemnity of the
Trustee and any other Fiduciaries which may be appointed from time to time with respect to the
Series 2006 Bonds, the moneys and any Eligible Investments on deposit in the Funds and
Accounts established herein (except for the Escrow Account in the Proceeds Fund and the
Liquidity Facility Proceeds Account, the Remarketing Proceeds Account and the Bank Bonds
Account in the Bond Purchase Fund) and any investment income thereon (collectively, the
"Additional Security").
GRANTING CLAUSE FIRST
TO HAVE AND TO HOLD the Trust Estate and Additional Security to the Trustee upon
an Event of Default in that trust and to its successors and assigns forever;
BUT IN TRUST, NEVERTHELESS, the Trust Estate and Additional Security for the
equal and proportionate benefit and security of the Holders from time to time of all the
Outstanding Bonds without any priority of any such Bonds over any other such Bonds except as
herein otherwise expressly provided and for the payment of Payment Obligations relating to the
Series 2006 Bonds;
AND IT IS HEREBY COVENANTED AND DECLARED that the Trust Estate, and
Additional Security with respect to the Series 2006 Bonds, is to be applied by the City or
Trustee, as applicable, subject to the further covenants, conditions, and trust hereinafter set forth,
and the City does hereby covenant and agree to and with the Trustee, for the equal and
proportionate benefit of all Holders of the Series 2006 Bonds and the Credit Facility Providers in
connection with the Series 2006 Bonds except as herein otherwise expressly provided, as
follows:
MIAMI/4177359.E 2
ARTICLE I
DEFINITIONS AND OTHER PROVISIONS OF GENERAL APPLICATION
Section 101. Definitions. (a) For all purposes of this Series 2006 Indenture, except as
otherwise expressly provided or unless the context otherwise requires:
(1) "This Series 2006 Indenture" means this instrument as originally executed
or as it may from time to time be supplemented or amended by one or more indentures
supplemental hereto entered into pursuant to the applicable provisions hereof
(2) All references in this instrument to designated "Articles," "Sections" and
other subdivisions are to the designated Articles, Sections and other subdivisions of this
instrument as originally executed. The words "herein," "hereof' and "hereunder" and
other words of similar import refer to this Series 2006 Indenture as a whole and not to
any particular Article, Section or other subdivision.
(3) The terms defined in this Article have the meanings assigned to them in
this Article and include the plural as well as the singular. The terms defined in the
Master Indenture and not defined in this Series 2006 Indenture have the meanings
assigned to them in the Master Indenture. Reference to any Bond Document means that
Bond Document as amended or supplemented from time to time in accordance with the
applicable provisions thereof. Reference to any party to a Bond Document means that
party and its successors and assigns permitted thereby.
(b) The following terms have the meanings assigned to them below whenever they
are used in this Series 2006 Indenture:
"Alternate Liquidity Facility" means a Liquidity Facility provided in
accordance with this Series 2006 Indenture (other than the Initial Liquidity
Facility), including, without limitation, a standby bond purchase agreement, a line
of credit or a letter of credit of a bank or another instrument from a financial
institution, or a combination thereof, that provides for the purchase price of Series
2006 Bonds delivered or deemed delivered in accordance with this Series 2006
Indenture.
"Applicable Variable Rate" means, as the context requires, the
Commercial Paper, Daily, Weekly, Term or Dutch Auction Rate applicable from
time to time on the Series 2006 Bonds.
"Authorized Denominations" shall mean with respect to a Series 2006
Bond (i) $5,000 or any integral multiple thereof while a Series 2006 Bond bears
interest at a Term Rate, (ii) $100,000 plus any integral multiple of $5,000 while a
Series 2006 Bond bears interest at a Weekly Rate or a Daily Rate, (iii) $100,000
plus any integral multiple of $1,000 while a Series 2006 Bond bears interest at a
Commercial Paper Rate, and (iv) $25,000 or any integral multiple thereof while a
Series 2006 Bond bears interest at a Dutch Auction Rate.
MIAMI/4177359.6 3
"Bank Bond" means any Tendered Bond purchased with money provided
under the Liquidity Facility and registered in the name of the Liquidity Facility
Issuer or its designee and held by the Liquidity Facility Issuer or its designee or
the Trustee, whether or not pledged to the Liquidity Facility Issuer pursuant to the
Liquidity Facility Agreement, until such time as such Series 2006 Bond is
transferred to, or exchanged for, a registered Series 2006 Bond in the name of a
Person other than the Liquidity Facility Issuer or its designee pursuant to this
Series 2006 Indenture or remarketed pursuant to the Remarketing Agreement.
"Bond Documents" means the Master Indenture, this Series 2006
Indenture, the Series 2006 Bonds, the Initial Liquidity Facility Agreement, the
Remarketing Agreement, the Bond Purchase Agreement, the Swap Agreement,
and all other agreements, documents and instruments ever delivered pursuant to
any of the foregoing and any and all future renewals and extensions or
restatements of any of the foregoing entered into in accordance with the
applicable provisions thereof.
"Bond Purchase Fund" means the Bond Purchase Fund established
pursuant to Section 401 of this Series 2006 Indenture.
"Bondholder" or "Holder" means a Person in whose name a Series 2006
Bond is registered in the Register.
"Business Day" means any day other than (i) a Saturday or Sunday, (ii) a
day on which banking institutions in the city or cities in which the designated
office of the Trustee, the Paying Agent, the Liquidity Facility Issuer or the
Remarketing Agent are located and authorized by law or executive order to close,
(iii) any day on which the Federal Reserve Bank of Atlanta or the New York
Stock Exchange is closed or (iv) a day on which the Depository is closed. For
purposes of this definition, the Liquidity Facility Issuer's designated office shall
be that office at which demands for purchase are to be presented with respect to
Series 2006 Bonds.
"Closing Date" means the date on which the Series 2006 Bonds are first
authenticated and delivered to the Original Purchasers thereof against payment
therefor.
"Commercial Paper Rate" means, when used with respect to any particular
Series 2006 Bond, the interest rate determined for each Commercial Paper Rate
Period applicable thereto pursuant to this Series 2006 Indenture.
"Commercial Paper Rate Period" means a period between one and 270
days during which Series 2006 Bonds bear interest at a Commercial Paper Rate.
"Consent," "Order" and "Request" of any specified Person means,
respectively, a written consent, order, or request signed in the name of such
Person by the Mayor or City Manager of the City, its president, any of its vice
presidents, or any other executive officer of such Person as designated by such
MIAM1/4177359,6 4
Person to the Trustee, and delivered to the Trustee. Designations as to other
executive officers shall remain effective until the Trustee is notified to the
contrary.
"Conversion Date" means a day on which all or any portion of the Series
2006 Bonds are converted to bear interest from one Applicable Variable Rate to
another Applicable Variable Rate in accordance with the terms of this Series 2006
Indenture, including any change from a Term Rate Period to an immediately
successive Term Rate Period of the same duration or a Term Rate Period of a
different duration.
"Daily Rate" means the interest rate to be determined for the Series 2006
Bonds on each Business Day pursuant to this Series 2006 Indenture.
"Daily Rate Period" means a period during which Series 2006 Bonds bear
interest at a Daily Rate.
"Default" means any circumstance that, with the passage of time or the
giving of notice or both, would constitute an "Event of Default" under the
applicable Bond Document.
"Depository" means The Depository Trust Company (a limited purpose
trust company), New York, New York, until any successor Depository shall have
become such pursuant to the applicable provisions of this Series 2006 Indenture
and, thereafter, "Depository" shall mean the successor Depository. Any
Depository shall be a securities depository that is a clearing agency under federal
law operating and maintaining, with its participants or otherwise, a book entry
system to record ownership of beneficial interests in Series 2006 Bonds or Debt
Service, and to effect transfer of Series 2006 Bonds, in book entry form.
"Differential Interest Amount" means, with respect to any Bank Bond, the
excess of the interest accrued at the Provider Rate less the amount of interest on
such Bank Bond received as part of the Purchase Price.
"Draw" means any drawing by the Trustee on the Liquidity Facility.
"Electronically" or "Electronic" notice means notice transmitted through a
time sharing terminal or facsimile machine, if operative as between any two
parties, or if not operative, by telephone (in any case, promptly confirmed in
writing).
"Event of Default" is defined in Article V of this Series 2006 Indenture.
"Expiration Date" or "Expiry Date" means the stated date of expiration or
termination of the Liquidity Facility, including any extensions thereof, in effect
with respect to the Series 2006 Bonds.
MIAMI/4177359,6 5
"Indenture" or "Trust Indenture" means collectively, this Series 2006
Indenture and the Master Indenture as it may be amended from time to time in
accordance with its terms.
"Initial Liquidity Facility" means the Credit Facility of the Initial
Liquidity Facility Issuer issued and available to the Trustee concurrently with the
original issuance of the Series 2006 Bonds, including extensions thereof and
amendments or supplements thereto.
"Initia! Liquidity Facility Agreement" means the initial Credit Agreement
and thereafter means the Liquidity Facility Agreement, if any, between the City
and a Liquidity Facility Issuer relating to any Liquidity Facility at the time in
effect.
"Initial Liquidity Facility Issuer" means Wachovia Bank, National
Association and any corporation resulting or surviving any consolidation or
merger to which it may be a party.
"Interest Payment Date" means (a) when used with respect to Series 2006
Bonds bearing interest at the Daily Rate or Weekly Rate, the first Business Day of
each calendar month to which interest at such rate has accrued, provided that the
first such Interest Payment Date shall be the first Business Day of January, 2007;
(b) when used with respect to Series 2006 Bond§ bearing interest at a Term Rate,
the first day of the sixth calendar month following the month in which the
applicable Term Rate Period begins and the first day of each sixth calendar month
thereafter to which interest at such rate has accrued, except that the last Interest
Payment Date for any Term Rate Period that is followed by a conversion to any
Variable Rate Period (but not a conversion to a Term Rate Period of a different
duration) will be the first Business Day of the sixth calendar month following the
month in which the immediately preceding Interest Payment Date occurs; (c)
when used with respect to any particular Series 2006 Bond bearing interest at a
Commercial Paper Rate, the first Business Day following the last day of each
Commercial Paper Rate Period applicable thereto; (d) when used with respect to
Series 2006 Bonds bearing interest at a Dutch Auction Rate, shall have the
meaning assigned to it in Section 2A.01 of this Series 2006 Indenture; and (e)
when used with respect to Bank Bonds, the first Business Day of each January,
April, July and October. In any case, the Interest Payment Date will be the
Maturity Date and any mandatory redemption date under this Series 2006
Indenture.
"Interest Period" means the period from and including any Interest
Payment Date to and including the day immediately preceding the next following
Interest Payment Date, as applicable, provided, however, that the first Interest
Period will begin on (and include) the date of original issuance of the Series 2006
Bonds and the final Interest Period will end on (and include) the day immediately
preceding the Maturity Date.
MIAMI/4I77359.6 6
"Letter of Representations" means the Blanket Letter of Representations
between the City and the Depository, or another such Letter of Representations if
determined necessary by the City, each as amended or supplemented from time to
time.
"Liquidity Facility" means the Initial Liquidity Facility or any Alternate
Liquidity Facility at the time in effect. Liquidity Facility, as applicable, may
include the Liquidity Facility Agreement.
"Liquidity Facility Agreement" means the Credit Agreement between the
City and the Liquidity Facility Issuer relating to the Series 2006 Bonds.
"Liquidity Facility Issuer" means the Initial Liquidity Facility Issuer for
the period during which the Initial Liquidity Facility Agreement is in effect, and
thereafter shall mean the Person, if any, that is the Liquidity Facility Issuer then
obligated under any Alternate Liquidity Facility and the related Liquidity Facility
Agreement at the time in effect.
"Maturity" when used with respect to any Series 2006 Bond means the
date on which the principal of such Series 2006 Bond becomes due and payable as
therein or herein provided, whether at the Stated Maturity thereof or by
declaration of acceleration, call for redemption or otherwise.
"Maturity Date" means December 1, 2025.
"Maximum Interest Rate" or "Maximum Rate" means the lesser of 18%
per annum or the maximum interest rate permitted by State law.
"Mayor" means the Mayor of the City or in his absence or inability to
perform, such member of the Commission as may be appointed as acting Mayor.
"Opinion of Bond Counsel" means an Opinion of Counsel rendered by
Bond Counsel addressed to the City and the Trustee to the effect that the action
proposed to be taken is authorized or permitted by the relevant documents, that all
conditions precedent under the relevant documents have been fulfilled, and that
such proposed action will not adversely affect the validity or enforceability of the
affected Series 2006 Bonds.
"Opinion of Counsel" means a written opinion of counsel acceptable to
the Trustee, who may (except as otherwise expressly provided) be counsel to any
party to a Bond Document.
"Original Purchaser" means, with respect to the Series 2006 Bonds,
Morgan Stanley & Co. Incorporated.
"Place of Payment" means the City or any political subdivision thereof
designated as such in the Series 2006 Bonds.
MIAMI/4177359,6
7
"Purchase Date" or "purchase date" means any Business Day on which the
Remarketing Agent is required to purchase Series 2006 Bonds tendered for
purchase by the Holders thereof in accordance with Sections 309 or 310 of this
Series 2006 Indenture.
"Purchase Price" or "purchase price" means a price equal to 100% of the
principal amount of any Series 2006 Bonds tendered for purchase pursuant to
Sections 309 or 310 of this Series 2006 Indenture plus (in the event that the
Purchase Date is not an Interest Payment Date) accrued interest to the Purchase
Date.
"Rate Period" means a period during which a particular rate of interest
determined for all or a portion of the Series 2006 Bonds is to remain in effect until
a subsequently determined rate of interest becomes effective for such Series 2006
Bonds pursuant to this Series 2006 Indenture. In any case, the final Rate Period
will end on (and include) the day immediately preceding the Maturity Date.
"Refunded Bonds" means that portion of the Series 1995 Bonds maturing
on December 1, in the years 2007 through 2009, inclusive and 2025 in the
aggregate principal amount of $29,470,000.
"Regular Record Date" means the close of business on (a) the fifteenth
day of the month preceding an Interest Payment Date in the case of Series 2006
Bonds bearing interest at a Term Rate; (b) the last Business Day of the calendar
month preceding an Interest Payment Date in the case of Series 2006 Bonds
bearing interest at a Daily Rate or Weekly Rate; (c) the last day of the
Commercial Paper Rate Period applicable to such Series 2006 Bond in the case of
Series 2006 Bonds bearing interest at a Commercial Paper Rate; and (d) the one
Business Day preceding an Interest Payment Date applicable to such Series 2006
Bond in the case of Series 2006 Bonds bearing interest at a Dutch Auction Rate.
"Remarketing Agent" means initially Morgan Stanley & Co. Incorporated,
or any successor Remarketing Agent meeting the qualifications set forth in this
Series 2006 Indenture and appointed to serve as Remarketing Agent by the City.
"Remarketing Agreement" means initially, the Remarketing Agreement,
dated as of even date with this Series 2006 Indenture, among the Trustee, the City
and the Remarketing Agent with respect to such Series 2006 Bonds, as the same
may be amended or supplemented from time to time, or any remarketing
agreement with a successor Remarketing Agent entered into with respect to the
Series 2006 Bonds as permitted under this Series 2006 Indenture.
"Remarketing Proceeds Account" means the account of that name
established in the Bond Purchase Fund pursuant to this Series 2006 Indenture.
"Renewal Date" means a date that is 40 days prior to the Expiration Date
of the Liquidity Facility at the time in effect.
MIAMI/4177359,6 8
"Representation Letter" means the blanket letter of representations from
the City in favor of the Depository relating to bonds issued by the City and
registered solely in the name of the Depository or its nominee.
"Responsible Officer" when used with respect to the Trustee means the
officer of the Trustee having direct responsibilities for the administration of this
Series 2006 Indenture.
"Series 2006 Bonds" means the City's Non -Ad Valorem Variable Rate
Refunding Revenue Bonds, Taxable Pension Series 2006 initially authorized to be
issued pursuant to Section 201 of this Series 2006 Indenture and any Series 2006
Bonds issued upon transfer thereof or in exchange therefor or in lieu thereof in
accordance with the provisions of this Series 2006 Indenture.
"Special Record Date" means, with respect to any Series 2006 Bond, the
date established by the Trustee in connection with the payment of defaulted
interest on that Series 2006 Bond as provided in Section 206 of this Series 2006
Indenture,
"State" means the State of Florida.
"Stated Amount" means the maximum amount stated in the Liquidity
Facility, as reduced and reinstated from time to time in accordance with the terms
thereof.
"Stated Maturity" when used with respect to any Series 2006 Bond or any
installment of interest thereon means the date specified in such Series 2006 Bond
as the fixed date on which the principal of such Series 2006 Bond or such
installment of interest is due and payable.
"Tendered Bonds" means Series 2006 Bonds tendered or deemed tendered
for purchase pursuant to Article III of this Series 2006 Indenture.
"Term Rate" means the interest rate to be determined pursuant to this
Series 2006 Indenture for the Series 2006 Bonds for a term of 271 or more days,
including without limitation for a term to the Maturity Date.
"Term Rate Bonds" means Series 2006 Bonds that bear interest at a Term
Rate.
"Term Rate Period" means a period during which Series 2006 Bonds bear
interest at a particular Term Rate.
"Term Rate Period of a different duration" means a conversion to a Term
Rate Period of a different duration than the then current Term Rate Period.
"Trust Estate" is defined in the Granting Clauses of this Series 2006
Indenture.
MIAM114177359,6 9
"Trustee" means U.S. Bank, National Association, a national banking
association having a corporate trust office in Fort Lauderdale, Florida, serving as
trustee pursuant to this Series 2006 Indenture.
"2006 Bond Insurance Policy" means the financial guaranty insurance
policy issued by the 2006 Bond Insurer with respect to the Series 2006 Bonds.
"2006 Bond Insurer" means
"2006 Proceeds Fund" means the fund described in Section 402 hereof.
"Variable Rate" means, with respect to Series 2006 Bonds, the Daily,
Weekly, Commercial Paper or Dutch Auction Rate.
"Variable Rate Bonds" means Series 2006 Bonds that bear interest at a
Variable Rate.
"Variable Rate Period" means a period during which Series 2006 Bonds
bear interest at a Variable Rate.
"Weekly Rate" means the interest rate to be determined for the Series
2006 Bonds on a weekly basis pursuant to this Series 2006 Indenture.
"Weekly Rate Period" means a period during which Series 2006 Bonds
bear interest at a Weekly Rate.
Section 102. Effect of Headings and Table of Contents. The Article and Section
headings herein and the Table of Contents are for convenience only and shall not affect the
construction hereof.
Section 103. Form of Documents Delivered to Trustee. In any case where several
matters are required to be certified by, or covered by an opinion of, any specified Person, it is not
necessary that all such matters be certified by, or covered by the opinion of, only one such
Person, or that they be so certified or covered by only one document, but one such Person may
certify or give an opinion with respect to some matters and one or more other such Persons as to
other matters, and any such Person may certify or give an opinion as to such matters in one or
several documents.
Any certificate or opinion of any officer of a Person may be based, insofar as it relates to
legal matters, upon a certificate or opinion of, or representations by, counsel, unless such officer
knows, or in the exercise of reasonable care should know, that the certificate or opinion or
representations with respect to the matters upon which his certificate or opinion is based are
erroneous. Any such certificate or Opinion of Counsel may be based, insofar as it relates to
factual matters, upon a certificate or opinion of, or representations by, an officer or officers of a
specified Person stating that the information with respect to such factual matters is in the
possession of such Person, unless such counsel knows, or in the exercise of reasonable care
should know, that the certificate or opinion or representations with respect to such matters are
erroneous.
MIAMI/4177359.6
10
Where any Person is required to make, give or execute two or more applications,
requests, consents, certificates, statements, opinions
aord foother
m one instrument.instruments
under this Series 2006
Indenture, they may, but need not, be consolidated
Section 104. Acts of Bondholders. (a) Any request, demand, authorization, direction,
notice, consent, waiver or other action provided by this Series 2006 Indenture to be given or
taken by Bondholders may be embodied in and evidenced by one or more instruments of
substantially similar tenor signed by such Bondholders in person or by an agent duly appointed
in writing; and, except as herein otherwise expressly provided, such action shall become
effective when such instrument or instruments are delivered to the Trustee, and, where it is
hereby expressly required, to the City. Such instrument or instruments (and the action embodied
therein and evidenced thereby) are herein sometimes referred to as the "Act" of the Bondholders
signing such instrument or instruments. Proof of execution of any such instrument or of a
writing appointing any such agent, shall be sufficient for any purpose of this Series 2006
Indenture and (subject to Section 6.02 of the Master Indenture) conclusive in favor of the Trustee
and the City, if made in the manner provided in this Section.
(b) The fact and date of the execution by any Person of any such instrument or
writing may be proved by the affidavit of a witness of such execution or by the certificate of any
notary public or other officer authorized by law to take acknowledgments of deeds, certifying
that the individual signing such instrument or writing acknowledged to him the execution
thereof. Where such execution is by an officer of a corporation or a member of a partnership, on
behalf of such corporation or partnership, such certificate or affidavit shall also constitute
sufficient proof of his authority.fact
execuand
tingdate
the same, may also bany
e proved instrument
any other
writing, or the authority ofthe person
manner which the Trustee deems sufficient.
(c) The ownership of Series 2006 Bonds shall be proved by the Register.
(d) Any request, demand, authorization, direction, notice, consent, waiver or other
action by any Bondholder shall bind every holder of any Series 2006 Bond issued upon the
transfer thereof or in exchange therefor or in lieu thereof, in respect of anything done or suffered
to be done by the Trustee or the City in reliance thereon, whether or not notation.of such action is
made upon such Series 2006 Bond.
(e) The Trustee is authorized to set a record date for any amendment for which
consent of Bondholders is required.
Section 105. Notices, etc., to Trustee, City, etc. Any request, demand, authorization,
direction, notice, consent, waiver or Act of Bondholders or other document provided or
permitted by this Series 2006 Indenture to be made upon, given or furnished to, or filed with,
(1) the Trustee by any Bondholder or by any specified Person shall be
sufficient for every purpose hereunder if made, given, furnished or filed in writing to or
with and actually received by theTrustee aderdale Florida,s Attentionate trust �f Crce orpo� ateTrust, d at o
00
Cypress Creek Road, Suite 560, Fort
MIAMI/4177359,6
11
if given by telecopier, to (954) 489-5410, or at such other location previously furnished in
writing by the Trustee to any such Person,
(2) the City by any Bondholder or by any specified Person shall be sufficient
for every purpose hereunder if in writing and mailed, first-class postage prepaid, to the
City addressed to it 444 Southwest Second Avenue, Miami, Florida 33130, Attention:
Director of Finance or at any other address previously furnished in writing to the Trustee
by the City, or
(3) the Remarketing Agent or the Liquidity Facility Issuer at such address
and/or facsimile number as provided for notices in the applicable Remarketing
Agreement or Liquidity Facility Agreement, respectively, or at any other address or
facsimile number furnished in writing to the Trustee and the City.
Notices to the Trustee are only effective upon receipt.
Section 106. Notices to Bondholders; Waiver. Where this Series 2006 Indenture
provides for notice to Bondholders of any event, such notice shall be sufficiently given (unless
otherwise herein expressly provided) if in writing and mailed, first-class postage prepaid, to each
Bondholder affected by such event, at his address as it appears on the Register, not later than the
latest date, and not earlier than the earliest date, prescribed for the first giving of such notice. In
any case where notice to Bondholders is given by mail, neither the failure to mail such notice,
nor any default in any notice so mailed to any particular Bondholder shall affect the sufficiency
of such notice with respect to other Bondholders. Where this Series 2006 Indenture provides for
notice in any manner, such notice may be waived in writing by the Person entitled to receive
such notice, either before or after the event, and such waiver shall be the equivalent of such
notice. Waivers of notice by Holders of Series 2006 Bonds shall be filed with the Trustee, but
such filing shall not be a condition precedent to the validity of any action taken in reliance upon
such waiver.
Any notice required or permitted by this Series 2006 Indenture to be given to the
Depository shall be given to it in the manner provided by this Section for giving notice to
Bondholders, and also shall be given in such format agreed upon by the Trustee and the
Depository, and shall be sent to The Depository Trust Company, Proxy Department, 55 Water
Street, 50th Floor, New York, New York 10041-0099 (telecopy: (212) 855-5181), or such other
address as may be specified by the Depository in writing to the Trustee.
Section 107. Successors and Assigns. All covenants and agreements in this Series 2006
Indenture by the City and the Trustee shall bind their respective successors and assigns, whether
so expressed or not.
Section 108. Separability Clause. In case any provision in this Series 2006 Indenture
shall be invalid, illegal or unenforceable, the validity, legality and enforceability of the remaining
provisions shall not in any way be affected or impaired thereby.
Section 109. Benefits of Indenture. Nothing in this Series 2006 Indenture, the Master
Indenture or in the Series 2006 Bonds, express or implied, shall give to any Person, other than
the parties hereto, and their successors hereunder, the Holders of Series 2006 Bonds and the
MIAMI/4177359,6
12
Credit Facility Providers, any benefit or any legal or equitable right, remedy or claim under this
Series 2006 Indenture.
Section 110. Governing Law. This Series 2006 Indenture shall be construed in
accordance with and governed by the laws of the State of Florida.
Section 111. Times. All references to times of day in this Series 2006 Indenture shall
refer to New York, New York time, except where otherwise expressly indicated.
Section 112. References to Liquidity Facility. All provisions hereof regarding notices
to, consents, approvals, directions, appointments or requests by, of or to the Liquidity Facility
Issuer shall be deemed not to require or permit such notices to, consents, approvals, directions,
appointments or requests and shall be read as if the Liquidity Facility Issuer were not mentioned
herein during any time that no Liquidity Facility is in effect.
Section 113, Additional Notices to Rating Services.
The Trustee hereby agrees to give prompt notice to each Rating Service of any of the
following events with respect to the Series 2006 Bonds: (i) any change in the Remarketing
Agent, Trustee, or Paying Agent; (ii) any expiration, termination or substitution of the Liquidity
Facility; (iii) any amendment or supplement to this Series 2006 Indenture or the Master
Indenture; (iv) any redemption or defeasance of all of the Outstanding Series 2006 Bonds; or (v)
any Series 2006 Bonds are converted to bear interest at a Dutch Auction Rate.
To the extent that the following entities are, at such time, a Rating Service with respect to
the Series 2006 Bonds, notice of the above events shall be sent to the following addresses, or
such other address previously furnished in writing to the Trustee:
(a)
Standard & Poor's Rating Services
Municipal Structured Group
55 Water Street, 38th Floor
New York, NY 10041
Telephone: 212.4 3 8.798 9
Fax: 212.438.2157
E-mail: pubfin_structured a,standardandpoo.rs.com
(b) Moody's Investors Service
99 Church Street
New York, NY 10007
ARTICLE II
AUTHORIZATION AND TERMS OF BONDS;
ISSUANCE AND FORM OF BONDS
Section 201. Authorization of Bonds. No bonds other than the Series 2006 Bonds shall
be issued under this Series 2006 Indenture. The Series 2006 Bonds shall be issued in one series
designated as "City of Miami, Florida Non -Ad Valorem Variable Rate Refunding Revenue
M1AM1/4177359.6
13
Bonds, Taxable Pension Series 2006". The Series 2006 Bonds shall be numbered separately
from R-1 upward. The Series 2006 Bonds shall be issued only in fully registered form in
Authorized Denominations. The Series 2006 Bonds shall be equally and ratably secured by and
entitled to the protection of this Series 2006 Indenture.
Section 202. Terms of Bonds. The Series 2006 Bonds shall be issued in the aggregate
principal amount of $ . The Series 2006 Bonds shall be dated December 1,
2006 and shall bear interest from the date of their initial issuance. The Series 2006 Bonds shall
mature on the Maturity Date and shall bear interest at the rates as determined herein, payable on
each Interest Payment Date.
The principal of and interest on the Series 2006 Bonds (including Bank Bonds) are to be
paid by the Trustee, to the extent such funds are available from the sources and in the order
provided herein.
Section 202A. Accrual, Payment and Determination of Interest.
(a) The Series 2006 Bonds shall bear interest initially at a Weekly Rate payable on
each Interest Payment Date. The interest rate on the Series 2006 Bonds may be converted at the
option of the City to another Applicable Variable Rate in accordance with this Section. If the
City does not exercise its option to convert the interest rate on the Series 2006 Bonds to another
Applicable Variable Rate in accordance herewith, then the Series 2006 Bonds shall remain in
that same Applicable Variable Rate. In no event shall the Remarketing Agent set the interest rate
on any Series 2006 Bond at a rate in excess of the Maximum Rate,
Interest at the Term Rate shall be computed on the basis of a 360 day year consisting of
twelve 30-day months; all computations of interest at Daily, Weekly or Commercial Paper Rates
shall be based on a 365 (or 366) day year for the actual number of days elapsed. Interest at the
Dutch Auction Rate shall be computed on the basis of a 360 day year for the actual number of
days elapsed if the Auction Period is less than 180 days; however, if the Auction Period is 180
days or more, interest will be calculated on the basis of a 360 day year composed of twelve 30
day months.
The interest rate on the Bank Bonds shall be determined in accordance with the Liquidity
Facility Agreement.
(b) Determination by Remarketing. Agent. Except for the Dutch Auction Rate, which
shall be determined in accordance with Section 2A.02, and subject to the further provisions of
this Section with respect to particular Applicable Variable Rates or conversions between Rate
Periods, the Applicable Variable Rate during any Rate Period shall be determined by the
Remarketing Agent, as follows.
(i) In each case, the Applicable Variable Rate for the Rate Period in question
shall be determined by the Remarketing Agent on the date or dates and at the time or
times required pursuant to subsections (c), (d), (e) or (f) of this Section, whichever is
applicable.
MIAMI/4177359.6
14
(ii) The Applicable Variable Rate to be determined by the Remarketing Agent
for any Daily, Weekly, Commercial Paper, or Term Rate Period shall be the lowest rate
of interest that, in the judgment of the Remarketing Agent, would cause the Series 2006
Bonds to which such Rate Period applies to have a market value on the commencement
date of such Rate Period equal to the principal amount thereof plus accrued and unpaid
interest, if any, under prevailing market conditions as of the date of determination.
(iii) All determinations of Applicable Variable Rates pursuant to this Section
shall be conclusive and binding upon the City, the Trustee, the Paying Agent, the
Holders, the 2006 Bond Insurer and the Liquidity Facility Issuer.
(iv) The Applicable Variable Rate in effect for Series 2006 Bonds during any
Rate Period shall be available to the Trustee and the Holders on the date such Applicable
Variable Rate is determined, on or after 5;00 p.m., from the Remarketing Agent at its
designated office and shall also be communicated by the Remarketing Agent periodically
as requested by the City by telephonic or Electronic notice and the Liquidity Facility
Issuer by Electronic (facsimile machine) notice.
(v) During any transitional period for a conversion from the Commercial
Paper Rate Period to a Daily or Weekly Rate Period in which the Remarketing Agent is
setting different Commercial Paper Rate Periods in order to effect an orderly transition of
such conversion, Series 2006 Bonds bearing interest at the Commercial Paper Rate shall
be governed by the provisions of this Series 2006 Indenture applicable to Commercial
Paper Rate Periods and Commercial Paper Rates, and Series 2006 Bonds bearing interest
at the Daily Rate or Weekly Rate, as applicable, shall be governed by the provisions of
this Series 2006 Indenture applicable to such Daily Rates and Daily Rate Periods or
Weekly Rates and Weekly Rate Periods, as the case may be.
(vi) Notwithstanding anything to the contrary herein, the interest rate on the
Bank Bonds shall be determined in accordance with the Liquidity Facility Agreement.
(c) Commercial Paper Rates. A Commercial Paper Rate for each Commercial Paper
Rate Period shall be determined as follows.
(i) The Commercial Paper Rate Period for each Series 2006 Bond to which
such Rate Period applies shall be determined separately by the Remarketing Agent on or
prior to the first day of such Commercial Paper Rate Period as being the Commercial
Paper Rate Period permitted hereunder that, in the judgment of the Remarketing Agent,
will, with respect to each such Series 2006 Bond, produce the lowest overall interest cost
on the Series 2006 Bonds during the Commercial Paper Rate Period; provided that each
Commercial Paper Rate Period shall be from one day to 270 days in length, shall begin
on a Business Day and end on a day preceding a Business Day or the day preceding the
Maturity Date.
(ii) The Commercial Paper Rate for each Commercial Paper Rate Period shall
be effective from and including the commencement date of such period and remain in
effect to and including the last day thereof. Each such Commercial Paper Rate shall be
MIAMI/4177359.6
15
determined by the Remarketing Agent no later than 1:00 p.m. on the first day of the
Commercial Paper Rate Period as the minimum rate of interest necessary, in the
judgment of the Remarketing Agent, to enable the Remarketing Agent to sell such Series
2006 Bond on that day at a price equal to the principal amount thereof.
(iii) If the Remarketing Agent has received notice of any conversion to a Term
Rate Period, the remaining number of days prior to the Conversion Date or, if the
Remarketing Agent has received notice of any conversion from a Commercial Paper Rate
Period to a Daily or Weekly Rate Period, the length of each Commercial Paper Rate
Period for each such Series 2006 Bond shall be determined by the Remarketing Agent to
be either (A) that length of period that, as soon as possible, shall enable the Commercial
Paper Rate Periods for all such Series 2006 Bonds to end on the day before the
Conversion Date, or (B) that length of period that, based on the Remarketing Agent's
judgment, will best promote an orderly transition to the next Rate Period.
(d) Daily Rates. A Daily Rate shall be determined for each Daily Rate Period as
follows.
(i) Daily Rate Periods shall commence on a Business Day and shall extend to,
but not include, the next succeeding Business Day.
(ii) The Daily Rate for each Daily Rate Period shall be effective from and
including the commencement date thereof and shall remain in effect to, but not including,
the next succeeding Business Day. Each such Daily Rate shall be determined by the
Remarketing Agent no later than 10:30 a.m. on the Business Day that is the
commencement date of the Daily Rate Period to which it relates; the Remarketing Agent
shall notify the Trustee of any change in the Daily Rate by 1:00 p.m. on the day such rate
is determined by telephone or other Electronic Notice and shall confirm in writing to the
Trustee each month the Daily Rates in effect during that month. If the Remarketing
Agent determines that the Daily Rate for a Daily Rate Period is the same as the Daily
Rate in effect on the Business Day immediately preceding the commencement of that
Daily Rate Period, the Remarketing Agent shall not be required to notify the Trustee or
Paying Agent of that determination.
(e) Weekly Rates. A Weekly Rate shall be determined for each Weekly Rate Period
as follows.
(i) Weekly Rate Periods shall commence on Wednesday of each week and
end on Tuesday of the following week; except that (A) in the case of (1) the first Weekly
Rate Period and (2) a conversion to a Weekly Rate Period, the initial Weekly Rate Period
for Series 2006 Bonds to which such Rate Period applies shall commence on the Closing
Date or the Conversion Date, as applicable, and end on Tuesday of the following week;
and (B) in the case of a conversion from a Weekly Rate Period to a different Rate Period,
the last Weekly Rate Period prior to conversion shall end on the last day immediately
preceding the Conversion Date.
MIAMI/4177359.6
16
(ii) The Weekly Rate for each Weekly Rate Period shall be effective from and
including the commencement date of such period and shall remain in effect through and
including the last day thereof. Each such Weekly Rate shall be determined by the
Remarketing Agent no later than 5:00 p.m. on the day preceding the commencement date
of the Weekly Rate Period to which it relates and given to the Trustee by the
Remarketing Agent by telephone (or other Electronic Notice) by 1:00 p.m. on the
commencement date of such Weekly Rate Period, and confirmed in writing.
(f)
follows.
Term Rates. A Term Rate shall be determined for each Term Rate Period as
(i) Term Rate Periods shall (A) commence on a Conversion Date (including a
conversion from a Term Rate Period to an immediately successive Term Rate Period of
the same duration or a Term Rate Period of a different duration) and (B) extend to but not
include either the commencement date of an immediately successive Term Rate Period
(of whatever duration) or the Conversion Date on which a Variable Rate Period becomes
effective.
(ii) The Term Rate for each Term Rate Period shall be effective from and
including the commencement date of such period and remain in effect through and
including the last day thereof. Each such Term Rate shall be determined by the
Remarketing Agent not later than 12:00 P.M. noon on the Business Day immediately
preceding the commencement date of such period and given to the Trustee by telephone
or Electronic notice by the Remarketing Agent by the close of business on the day such
rate is determined and confirmed in writing by the close of business on the next Business
Day.
(iii) The duration of each successive Term Rate Period applicable to all or any
portion of the Series 2006 Bonds shall be the same as the then current Term Rate Period
applicable to such Series 2006 Bonds until the City elects to convert such Term Rate
Period to a Variable Rate Period, or to a Term Rate Period of a different duration, all as
provided in Section 202A(g). Upon the expiration of any Term Rate Period, the Series
2006 Bonds to which such Term Rate Period applies shall be subject to mandatory tender
for purchase pursuant to Section 310.
(iv) If, for any reason, the Term Rate for Series 2006 Bonds is not so
determined for the Term Rate Period by the Remarketing Agent on or prior to the first
day of such Term Rate Period, then the Series 2006 Bonds shall bear interest at the
Weekly Rate as provided in Section 2.02A(e), and shall continue to bear interest at a
Weekly Rate determined in accordance with Section 2.02A(e), until such time as the
interest rate on the Series 2006 Bonds shall have been adjusted to another Rate Period as
provided herein, and the Series 2006 Bonds shall continue to be subject to mandatory
purchase as described in Section 310.
(g) Conversions between Rate Periods. At the option of the City, the Series 2006
Bonds may be converted from one Rate Period to another Rate Period, including a conversion
from one Term Rate Period to an immediately successive Term Rate Period of the same duration
MIAM114177354.6
17
or a Term Rate Period of a different duration, and any portion of the Series 2006 Bonds may be
converted from a Variable Rate Period to a Term Rate Period, from a Term Rate Period to a
Variable Rate Period that is the same Variable Rate Period applicable to all other Variable Rate
Bonds then Outstanding or from a Term Rate Period to an immediately successive Term Rate
Period of the same duration or a Term Rate Period of a different duration, provided that such
portion of the Series 2006 Bonds is an Authorized Denomination, as follows.
(i) The Conversion Date shall be an Interest Payment Date for the Rate
Period from which the conversion is to be made; provided, however, that:
(A) if the conversion is from a Term Rate Period to another Rate
Period, including a Term Rate Period of a different duration, the Conversion Date
shall be limited to any Interest Payment Date upon which the Series 2006 Bonds
being converted are subject to optional redemption pursuant to Section 301(a) or
the last Interest Payment Date of that Term Rate Period;
(B) if the conversion is from a Daily Rate Period to a Weekly Rate
Period, or from a Weekly Rate Period to a Daily Rate Period, the Conversion Date
must be on an Interest Payment Date;
(C) if the conversion is from a Commercial Paper Rate Period, the
Conversion Date shall be the last Interest Payment Date on which interest is
payable for all Series 2006 Bonds bearing Commercial Paper Rates theretofore
established pursuant to Section 202A(c), provided, however, that if the conversion
is from a Commercial Paper Rate Period to a Daily or Weekly Rate Period, there
may be more than one Conversion Date and in that case the Conversion Date with
respect to each Series 2006 Bond being converted must be an Interest Payment
Date for such Series 2006 Bond; and
(D) if the conversion is from a Dutch Auction Rate Period, the
Conversion Date must be the last Interest Payment Date in respect of that Dutch
Auction Rate Period.
(ii) The City shall give written notice of any such conversion to the
Remarketing Agent, the Liquidity Facility Issuer and the Trustee, not fewer than 35 days
prior to the proposed Conversion Date in the case of a conversion from a Term Rate
Period, or 20 days in the case of a conversion from a Variable Rate Period. Such notice
shall specify (A) the proposed Conversion Date, (B) the type of Rate Period to which the
conversion will be made and (C) in the case of conversion to a Term Rate Period, the
Iength of such Term Rate Period.
(iii) Not fewer than 15 days prior to the Conversion Date in the case of a
conversion from a Variable Rate Period, and not fewer than 30 days prior to the
Conversion Date in the case of a conversion from a Term Rate Period, the Trustee shall
mail by first class mail a written notice of the conversion to each Holder of Series 2006
Bonds being converted at the Holder's address as it appears on the Register. Such notice
shall state:
MIAMI/4177359.6
18
(A) the type of Rate Period to which the conversion will be made and
the Conversion Date;
(B) that the Series 2006 Bonds being converted will be subject to
mandatory tender for purchase on the Conversion Date and the Purchase Price of
such Series 2006 Bonds;
(C) if such Series 2006 Bonds are no longer in Book Entry Form and
are therefore in certificated form, information with respect to required delivery of
bond certificates and payment of the Purchase Price under Section 312; and
(D) if any Series 2006 Bonds in a Dutch Auction Rate Period are to be
redeemed and those Series 2006 Bonds are held by the Depository, the Trustee
shall notify the Depository as set forth in Section 304.
(h) Conditions Precedent to Conversions. Any conversion from any Rate Period to
any other Rate Period (including a Term Rate Period of a different duration and including any
conversion to and from the Dutch Auction Rate) shall be subject to the condition that on or
before the Conversion Date, the City (A) has delivered to the Trustee and the Remarketing Agent
an Opinion of Bond Counsel to the effect that the conversion is authorized hereunder (except that
no such opinion shall be required for conversions between a Daily Rate Period and a Weekly
Rate Period) and (B) has complied with all applicable federal securities laws in connection with
remarketing the Series 2006 Bonds.
(i) Any conversion to a Term Rate Period shall be subject to the condition
that a Liquidity Facility provides for an amount equal to 186 days' accrued interest on the
Series 2006 Bonds at the Maximum Interest Rate, unless the City has complied with the
provisions of Section 4A.01(a) hereunder with respect to discontinuance of a Liquidity
Facility.
(ii) Any conversion to a Commercial Paper Rate Period shall be subject to the
condition that a Liquidity Facility provides for an amount of accrued interest on the
Series 2006 Bonds equal to the number of days in the Commercial Paper Rate Period plus
three days at the maximum Interest Rate.
(i) Automatic Conversions. If for any reason a condition precedent to a conversion
of all or any portion of the Series 2006 Bonds is not met, such Series 2006 Bonds in the Dutch
Auction Rate shall remain in the Dutch Auction Rate (and will bear interest at the Maximum
Dutch Auction Rate and not be subject to mandatory tender), and with respect to such Series
2006 Bonds bearing interest at another Applicable Variable Rate that conversion shall not be
effective (although any mandatory tender pursuant to Section 310 shall be made on such date if
the notice required under Section 202A(g)(iii) has been sent to the Holders of the Series 2006
Bonds being converted stating that such Series 2006 Bonds would be subject to mandatory
purchase on that date), and such Series 2006 Bonds, (i) if they bore interest at any Variable Rate
(other than in Dutch Auction Rate), or a Term Rate for a Term Rate Period of a duration of one
year or less, shall be converted to a Weekly Rate Period and shall bear interest at the Weekly
Rate determined by the Remarketing Agent as of the date on which the conversion was to occur,
MIAMI/4177359.6
19
or (ii) if they bore interest at a Term Rate for a Term Rate Period of a duration of more than one
year, may be converted to a Weekly Rate Period and shall as of the date on which thear interest at the Weeklconversion was to occury Rate
determined by the Remarketing Agent
(j) Continuing Rate. If the Remarketing Agent fails for any reason to determine the
rate for any Rate Period (other than a Dutch Auction Rate Period, for which the rate shall be
determined in accordance with Section 2A.02 or a Term Rate Period, for which the rate shall be
determined in accordance with Section 202A(f)(iv)), then the Series 2006 Bonds to which such
Rate Period applies shall bear such interest at
shall the t promptly notify thective rate bC�tyed for such Rate
and each Holder
Period as set forth in Section 202A. Thep
of such Series 2006 Bonds of such fact.
(k) Notice. The City, the Trustee, the Liquidity Facility Issuer and the Remarketing
Agent shall not be liable to any Holder for failure to give any notice required under the
provisions of this Article II or for failure of any Holders to receive any such notice.
Section 203. Form of Bonds. The Series 2006 Bonds and the certificate of
authentication thereon shall be in substantially the form set forth in Exhibit A, which is part of
this Series 2006 Indenture. The Series 2006 Bonds may also have such appropriate insertions,
omissions, substitutions and other variations as are required or permitted by this Series 2006
Indenture and may have such letters, numbers or other marks of identification placed thereon as
may be required to comply with the rules of any regulatory body, or as may, consistently
herewith, be determined by the officers executing such Series 2006 Bonds, as evidenced by their
signing of the Series 2006 Bonds. Any portion of the text of any Series 2006 Bonds may be set
forth on the reverse thereof, with an appropriate reference thereto on the face of the Series 2006
Bonds.
Section 204. Book -Entry Only System. The Series 2006 Bonds shall be registered to
participate in a book -entry only system with the Depository. Except as provided in Section 205,
any Series 2006 Bond issued in exchange for or in lieu of any Series 2006 Bond shall be issued
in the form of a separate single fully registered bond in the name of the nominee designated by
the Depository, as the nominee of the Depository. The City and the Trustee are authorized to
execute, deliver and take the actions set forth in such letters to or agreements with the Depository
as shall be necessary to effectuate the book -entry only system.
The City and the Trustee shall have no responsibility or obligation to any Person for
which the Depository holds Series 2006 Bonds as securities depository (a "Depository
Participant") or to any Person on behalf of whom such a Depository Participant holds an interest
in the Series 2006 Bonds (an "Indirect Participant"). Without limiting the immediately
preceding sentence, while the Depository is the Holder of all of the Series 2006 Bonds the City
and the Trustee shall have no responsibility or obligation with respect to (1) the accuracy of the
records of the Depository, the nominee of the Depository or any Depository Participant, (2) the
delivery to any Person (other than the Depository) of any notice with respect to the Series 2006
Bonds, including any notice of redemption of the Series 2006 Bonds or (3) the payment to any
Person, other than the Depository, of any amount with respect to the Series 2006 Bonds while the
Depository is the Holder of the Series 2006 Bond.
MIAMIJ4177359.6
20
Any provision of this Series 2006 Indenture to the contrary notwithstanding, so long as
the Series 2006 Bonds are registered solely in the name of a Depository or its nominee, all
payments with respect to principal of, premium, if any, and interest on, the Series 2006 Bonds
and all notices with respect to the Series 2006 Bonds shall be made and given, respectively, in
the manner provided in the Representation Letter, Section 106 and this Section 204.
Section 205. Successor Depository; Transfers Outside Book -Entry Only System. In the
event that (1) the City determines that the Depository is incapable of discharging its
responsibilities described herein or in the Representation Letter, (2) the Representation Letter
shall be terminated for any reason, or (3) the Depository or the City determines that it is in the
best interest of the beneficial holders of the Series 2006 Bonds that they be able to obtain
certificates evidencing their ownership of Series 2006 Bonds, the City shall notify the Trustee
and the Depository of the availability within a reasonable period of time through the Depository
of Series 2006 Bond certificates and the Series 2006 Bonds shall no longer be restricted to being
registered in the name of the nominee of the Depository. At that time, the City may determine
that the Series 2006 Bonds shall be registered in the name of and deposited with a successor
depository operating a book -entry only system, as may be acceptable to the City, or such
depository's nominee, and if the City does not select such alternate book -entry only system, then
the Series 2006 Bonds shall be registered, at the City's expense, in whatever name or names the
Holders of Series 2006 Bonds transferring or exchanging Series 2006 Bonds shall designate, in
accordance with the provisions hereof.
Section 206. Payment of Interest on Series 2006 Bonds; Interest Rights Preserved.
Interest on any Series 2006 Bond which is payable, and is punctually paid or duly provided for,
on any Interest Payment Date shall be paid to the Person in whose name that Series 2006 Bond
(or any predecessor Series 2006 Bond therefor) is registered at the close of business on the
Regular Record Date for such interest.
Any interest on any Series 2006 Bond which is payable, but is not punctually paid or duly
provided for, on any Interest Payment Date (herein called "Defaulted Interest") shall forthwith
cease to be payable to the Holder on the relevant Regular Record Date by virtue of having been
such Holder; and such Defaulted Interest shall be paid by the City (but only from the sources
provided herein), to the Persons in whose names the Series 2006 Bonds (or their respective
predecessor Series 2006 Bonds) are registered at the close of business on a Special Record Date
for the payment of such Defaulted Interest, which shall be fixed in the following manner. The
Trustee, as agent of the City, shall determine the amount of Defaulted Interest proposed to be
paid on each Series 2006 Bond and the date of the proposed payment, and at the same time the
City shall deposit (but only from the sources provided herein) with the Trustee an amount of
money equal to the aggregate amount proposed to be paid in respect of such Defaulted Interest or
shall make arrangements satisfactory to the Trustee for such deposit prior to the date of the
proposed payment, such money when deposited to be held in trust for the benefit of Persons
entitled to such Defaulted Interest. Thereupon the Trustee shall fix a Special Record Date for the
payment of such Defaulted Interest which shall be not more than 15 nor less than 10 days prior to
the date of the proposed payment and not less than 10 days after the receipt by the Trustee of the
notice of the proposed payment. The Trustee shall promptly notify the City of such Special
Record Date and, in the name and at the expense of the City, shall cause notice of the date and
amount of the proposed payment of such Defaulted Interest and the Special Record Date therefor
MIAMI/4177359.6
21
to be mailed, first class postage prepaid, to each Holder of Series 2006 Bonds at his address as it
appears in the Register, not less than 10 days prior to such Special Record Date. Notice of the
proposed payment of such Defaulted Interest and the Special Record Date therefor having been
mailed as aforesaid, such Defaulted Interest shall
Seriee pais 2006 Bonds) are registered onto the Persons in whose es the
such
Series 2006 Bonds (or their respective predecessor
Special Record Date.
Subject to the foregoing provisions of this Section, each Series 2006 Bond delivered
under this Series 2006 Indenture upon transfer
exchange
and unpaid, and to accrue, which were
other Series
2006 Bond shall carry the rights to interest
carried by such other Series 2006 Bonds.
ARTICLE IIA
DUTCH AUCTION RATE PROVISIONS
Section 2A.01. Dutch Auction Rate — Supplemental Definitions.
(a) Definitions.
"Agent Member" means a member of, or participant in, DTC.
"All -Hold Rate" means as of any applicable Auction Date, 90% of the Index in effect on
such Auction Date; but in no event shall the All -Hold Rate exceed the Maximum Dutch Auction
Rate.
"Auction" means each periodic implementation of the Dutch Auction Procedures.
"Auction Agent" means the auction agent appointed in accordance with Section 316.
"Auction Agent Agreement" means the Auction Agent Agreement between the City and
the Auction Agent, as amended or supplemented from time to time.
"Auction Date" means, with respect to Auction Rate Bonds, during any period in which
the Dutch Auction Procedures are not suspended in accordance with the provisions of this Series
2006 Indenture, (i) if the Auction Rate Bonds are in a daily Auction Period, each Business Day,
(ii) if the Auction Rate Bonds are in a Special Auction Period, the last Business Day of the
Special Auction Period, and (iii) if the Auction Rate Bonds are in any other Auction Period, the
Business Day immediately preceding each Auction Rate Bonds Interest Payment Date for such
Auction Rate Bonds (whether or not an Auction will be conducted on such date); provided, that
the last Auction Date with respect to Auction Rate Bonds in an Auction Period other than a daily
Auction Period or a Special Auction Period will be the earlier of (x) the Business Day
immediately preceding the Auction Rate Bonds Interest Payment Date immediately preceding
the effective date of a change in the Interest Rate Period from an Auction Rate Bonds Interest
Rate Period to a different Interest Rate Period for such Auction Rate Bonds and (y) the Business
Day immediately preceding the Auction Rate Bonds Interest Payment Date immediately
preceding the Maturity Date for such Auction Rate Bonds; and provided further that if such
Auction Rate Bonds are in a daily Auction Period, the last Auction Date will be the earlier of
MIAMI/4177359.6
22
(xx) the Business Day immediately preceding the effective date of a change in the Interest Rate
Period applicable to such Auction Rate Bonds from an Auction Rate Bonds Interest Rate Period
to a different Interest Rate Period and (yy) the Business Day immediately preceding the Maturity
Date for such Auction Rate Bonds; and provided further that the last Business Day of a Special
Auction Period shall be the Auction Date for the Auction Period that begins on the next
succeeding Business Day, if any. On the Business Day preceding the conversion from a daily
Auction Period to another Auction Period, there will be two Auctions, one for the last daily
Auction Period and one for the first Auction Period following the conversion.
"Auction Period" means:
(a) a Special Auction Period;
(b) with respect to Auction Rate Bonds in a daily Auction Period, a period beginning
on each Business Day and extending to but not including the next succeeding Business Day;
(c) with respect to Auction Rate Bonds in a seven-day Auction Period and with
Auctions generally conducted on (i) Fridays, a period of generally seven days beginning on a
Monday (or the day following the last day of the prior Auction Period if the prior Auction Period
does not end on a Sunday) and ending on the Sunday thereafter (unless such Sunday is not
followed by a Business Day, in which case on the next succeeding day that is followed by a
Business Day), (ii) Mondays, a period of generally seven days beginning on a Tuesday (or the
day following the last day of the prior Auction Period if the prior Auction Period does not end on
a Monday) and ending on the Monday thereafter (unless such Monday is not followed by a
Business Day, in which case on the next succeeding day that is followed by a Business Day), (iii)
Tuesdays, a period of generally seven days beginning on a Wednesday (or the day following the
last day of the prior Auction Period if the prior Auction Period does not end on a Tuesday) and
ending on the Tuesday thereafter (unless such Tuesday is not followed by a Business Day, in
which case on the next succeeding day that is followed by a Business Day), (iv) Wednesdays, a
period of generally seven days beginning on a Thursday (or the day following the last day of the
prior Auction Period if the prior Auction Period does not end on a Wednesday) and ending on
the Wednesday thereafter (unless such Wednesday is not followed by a Business Day, in which
case on the next succeeding day that is followed by a Business Day, on the Monday following
such Wednesday), and (v) Thursdays, a period of generally seven days beginning on a Friday (or
the clay following the last day of the prior Auction Period if the prior Auction Period does not
end on a Thursday) and ending on the Thursday thereafter;
(d) with respect to Auction Rate Bonds in a 28-day Auction Period and with Auctions
generally conducted on (i) Fridays, a period of generally 28 days beginning on a Monday (or the
last day of the prior Auction Period if the prior Auction Period does not end on a Sunday) and
ending on the fourth Sunday thereafter (unless such Sunday is not followed by a Business Day,
in which case on the next succeeding day that is followed by a Business Day), (ii) Mondays, a
period of generally 28 days beginning on a Tuesday (or the last day of the prior Auction Period if
the prior Auction Period does not end on a Monday) and ending on the fourth Monday thereafter
(unless such Monday is not followed by a Business Day, in which case on the next succeeding
day that is followed by a Business Day), (iii) Tuesdays, a period of generally 28 days beginning
on a Wednesday (or the last day of the prior Auction Period if the prior Auction Period does not
MIAMI/4177359.6
23
end on a Tuesday) and ending on the fourth Tuesday thereafter (unless such Tuesday is not
followed by a Business Day, in which case on the next succeeding day that is followed by a
Business Day), (iv) Wednesdays, a period of generally 28 days beginning on a Thursday (or the
last day of the prior Auction Period if the prior Auction Period does not end on a Wednesday)
and ending on the fourth Wednesday thereafter (unless such Wednesday is not followed by a
Business Day, in which case on the next succeeding day that is followed by a Business Day), and
(v) Thursdays, a period of generally 28 days beginning on a Friday (or the last day of the prior
Auction Period if the prior Auction Period does not end on a Thursday) and ending on the fourth
Thursday thereafter (unless such Thursday is not followed by a Business Day, in which case on
the next succeeding day that is followed by a Business Day).
(e) with respect to Auction Rate Bonds in a 35-day Auction Period and with Auctions
generally conducted on (i) Fridays, a period of generally 35 days beginning on a Monday (or the
last day of the prior Auction Period if the prior Auction Period does not end on Sunday) and
ending on the fifth Sunday thereafter (unless such Sunday is not followed by a Business Day, in
which case on the next succeeding day that is followed by a Business Day), (ii) Mondays, a
period of generally 35 days beginning on a Tuesday (or the last day of the prior Auction Period if
the prior Auction Period does not end on Monday) and ending on the fifth Monday thereafter
(unless such Monday is not followed by a Business Day, in which case on the next succeeding
day that is followed by a Business Day), (iii) Tuesdays, a period of generally 35 days beginning
on a Wednesday (or the last day of the prior Auction Period if the prior Auction Period does not
end on Tuesday) and ending on the fifth Tuesday thereafter (unless such Tuesday is not followed
by a Business Day, in which case on the next succeeding day that is followed by a Business
Day), (iv) Wednesdays, a period of generally 35 days beginning on a Thursday (or the last day of
the prior Auction Period if the prior Auction Period does not end on Wednesday) and ending on
the fifth Wednesday thereafter (unless such Wednesday is not followed by a Business Day, in
which case on the next succeeding day that is followed by a Business Day), and (v) Thursdays, a
period of generally 35 days beginning on a Friday (or the last day of the prior Auction Period if
the prior Auction Period does not end on Thursday) and ending on the fifth Thursday thereafter
(unless such Thursday is not followed by a Business Day, in which case on the next succeeding
day that is followed by a Business Day);
(f) with respect to Auction Rate Bonds in a three-month Auction Period, a period of
generally three months (or shorter period upon a conversion from another Auction Period)
beginning on the day following the last day of the prior Auction Period and ending on the day
that is 90 days thereafter (unless such day is not Wednesday, in which case on the first
Wednesday succeeding such day), provided, that if such day is not followed by a Business Day,
on the next succeeding day that is followed by a Business Day; and
(g) with respect to Auction Rate Bonds in a six-month Auction Period, a period of
generally six months (or shorter period upon a conversion from another Auction Period)
beginning on the day following the last day of the prior Auction Period and ending on the day
that is 180 days thereafter (unless such day is not Wednesday, in which case on the first
Wednesday succeeding such day), provided, that if such day is not followed by a Business Day,
on the next succeeding day that is followed by a Business Day;
MIAMI/4177359.6
24
provided that:
(a) if there is a conversion of Auction Rate Bonds with Auctions generally to be
conducted on Fridays (i) from a daily Auction Period to a seven-day Auction Period, the next
Auction Period shall begin on the date of the conversion (i.e. the Auction Rate Bonds Interest
Payment Date for the prior Auction Period) and shall end on the next succeeding Sunday (unless
such Sunday is not followed by a Business Day, in which case on the next succeeding day that is
followed by a Business Day), (ii) from a daily Auction Period to a 28-day Auction Period, the
next Auction Period shall begin on the date of the conversion (i.e. the Auction Rate Bonds
Interest Payment Date for the prior Auction Period) and shall end on the Sunday (unless such
Sunday is not followed by a Business Day, in which case on the next succeeding day that is
followed by a Business Day) which is more than 21 days but not more than 28 days from such
date of conversion, and (iii) from a daily Auction Period to a 35-day Auction Period, the next
Auction Period shall begin on the date of the conversion (i.e. the Auction Rate Bonds Interest
Payment Date for the prior Auction Period) and shall end on Sunday (unless such Sunday is not
followed by a Business Day, in which case
a the
no more eext than e 5 days fromsuch followed
dateof
ngyat is ly
Business Day) which is more than 28 days but
conversion;
(b) if there is a conversion of Auction Rate Bonds with Auctions generally to be
conducted on Mondays (i) from a daily Auction Period to a seven-day Auction Period, the next
Auction Period shall begin on the date of the conversion (i.e. the Auction Rate Bonds Interest
Payment Date for the prior Auction Period) and shall end on the next succeeding Monday (unless
such Monday is not followed by a Business Day, in which case on the next succeeding day that
is followed by a Business Day), (ii) from a daily Auction Period to a 28-day Auction Period, the
next Auction Period shall begin on the date of the conversion (i.e. the Auction Rate Bonds
Interest Payment Date for the prior Auction Period) and shall end on the Monday (unless such
Monday is not followed by a Business Day, in which case on the next succeeding day that is
followed by a Business Day) which is more than 21 days but not more than 28 days from such
date of conversion, and (iii) from a daily Auction Period to a 35-day Auction Period, the next
Auction Period shall begin on the date of the conversion (i.e. the Auction Rate Bonds Interest
Payment Date for the prior Auction Period) and shall end on Monday (unless such Monday is not
followed by a Business Day, in which case
on e ne
xt more thaneng 3 days5 ay hat is fromf sulch dateowed yaf
a
Business Day) which is more than 28 days butno
conversion;
(c) if there is a conversion of Auction Rate Bonds with Auctions generally to be
conducted on Tuesdays (i) from a daily Auction Period to a seven-day Auction Period, the next
Auction Period shall begin on the date of the conversion (i.e. the Auction Rate Bonds Interest
Payment Date for the prior Auction Period) and shall end on the next succeeding Tuesday
(unless such Tuesday is not followed by a Business Day, in which case on the next succeeding
day that is followed by a Business Day), (ii) from a daily Auction Period to a 28-day Auction
Period, the next Auction Period shall begin on the date of the conversion (i.e. the Auction Rate
Bonds Interest Payment Date for the prior Auction Period) and shall end on the Tuesday (unless
such Tuesday is not followed by a Business Day, in which case on the next succeeding day that
is followed by a Business Day) which is more than 21 days but not more than 28 days from such
date of conversion, and (iii) from a daily Auction Period to a 35-day Auction Period, the next
MIAMII4177359.6
25
Auction Period shall begin on the date of the conversion (i.e. the Auction Rate Bonds Interest
Payment Date for the prior Auction Period) and shall end on Tuesday (unless such Tuesday is
not followed by a Business Day, in which case on the next succeeding day that is followed by a
Business Day) which is more than 28 days but no more than 35 days from such date of
conversion;
(d) if there is a conversion of Auction Rate Bonds with Auctions generally to be
conducted on Wednesdays (i) from a daily Auction Period to a seven-day Auction Period, the
next Auction Period shall begin on the date of the conversion (i.e. the Auction Rate Bonds
Interest Payment Date for the prior Auction Period) and shall end on the next succeeding
Wednesday (unless such Wednesday is not followed by a Business Day, in which case on the
next succeeding day that is followed by a Business Day), (ii) from a daily Auction Period to a
28-day Auction Period, the next Auction Period shall begin on the date of the conversion (i.e. the
Auction Rate Bonds Interest Payment Date for the prior Auction Period) and shall end on the
Wednesday (unless such Wednesday is not followed by a Business Day, in which case on the
next succeeding day that is followed by a Business Day) which is more than 21 days but not
more than 28 days from such date of conversion, and (iii) from a daily Auction Period to a 35-
day Auction Period, the next Auction Period shall begin on the date of the conversion (i.e. the
Auction Rate Bonds Interest Payment Date for the prior Auction Period) and shall end on
Wednesday (unless such Wednesday is not followed by a Business Day, in which case on the
next succeeding day that is followed by a Business Day) which is more than 28 days but no more
than 35 days from such date of conversion; and
(e) if there is a conversion of Auction Rate Bonds with Auctions generally to be
conducted on Thursdays (i) from a daily Auction Period to a seven-day Auction Period, the next
Auction Period shall begin on the date of the conversion (Le. the Auction Rate Bonds Interest
Payment Date for the prior Auction Period) and shall end on the next succeeding Thursday
(unless such Thursday is not followed by a Business Day, in which case on the next succeeding
day that is followed by a Business Day), (ii) from a daily Auction Period to a 28-day Auction
Period, the next Auction Period shall begin on the date of the conversion (i.e. the Auction Rate
Bonds Interest Payment Date for the prior Auction Period) and shall end on the Thursday (unless
such Thursday is not followed by a Business Day, in which case on the next succeeding day that
is followed by a Business Day) which is more than 21 days but not more than 28 days from such
date of conversion, and (iii) from a daily Auction Period to a 35-day Auction Period, the next
Auction Period shall begin on the date of the conversion (i.e. the Auction Rate Bonds Interest
Payment Date for the prior Auction Period) and shall end on Thursday (unless such Thursday is
not followed by a Business Day, in which case on the next succeeding day that is followed by a
Business Day) which is more than 28 days but no more than 35 days from such date of
conversion; provided further, that any Auction Period that is greater than 35 days may be
extended as provided in Section 202A(e).
"Auction Rate Bonds" means the Series 2006 Bonds bearing interest at a Dutch Auction
Rate.
"Available Auction Bonds" shall have the meaning set forth in Section 2A.02(e).
"Bid" shall have the meaning set forth in Section 2A.02(c).
MIAMI/4177359.6 26
"Bidder" shall have the meaning set forth in Section 2A.02(c).
"Broker -Dealer" means any entity permitted by law to perform the functions required of
a Broker -Dealer set forth in the Dutch Auction Procedures (i) that is an Agent Member (or an
affiliate of an Agent Member), (ii) that has been selected by the City with the consent of the
Auction Agent and (iii) that has entered into a Broker -Dealer Agreement with the Auction Agent
that remains effective.
"Broker -Dealer Agreement" means each agreement between a Broker -Dealer and the
Auction Agent, substantially in the form attached to the Auction Agent Agreement as Exhibit A,
pursuant to which a Broker -Dealer, among other things, agrees to participate in Auctions as set
forth in the Dutch Auction Procedures, as from time to time amended and supplemented.
"Default Rate" means the Maximum Rate.
"Dutch Auction Procedures" means the procedures set forth in Sections 2A.02(c), (d), (e)
and (f).
"Dutch Auction Rate" means the interest rate to be determined for the Series 2006 Bonds
pursuant to Section 2A.02.
"Dutch Auction Rate Period" means each period during which the Series 2006 Bonds
bear interest at a Dutch Auction Rate.
"Existing Holder" means, for purposes of each Auction, a person who is listed as the
beneficial owner of Series 2006 Bonds in the records of the Auction Agent as of the Record Date
in respect of the last Interest Payment Date for the Auction Period then ending.
"Hold Order" shall have the meaning set forth in Section 2A.02(c).
"Index" means with respect to the Auction Rate Bonds on any Auction Date, (a) One -
Month LIBOR, or (b) if such rate is unavailable, the Index shall be an index or rate agreed to by
all Broker -Dealers and consented to by the City.
"Interest Payment Date" means, with respect to Auction Rate Bonds, (a) when used with
respect to any Auction Period other than a daily Auction Period or a Special Auction Period, the
Business Day immediately following such Auction Period; (b) when used with respect to a daily
Auction Period, the first Business Day of the month immediately succeeding such Auction
Period; (c) when used with respect to a Special Auction Period of (i) seven or more but fewer
than 180 days, the Business Day immediately following such Special Auction Period, or (ii)
more than 180 days, each April 1 and October 1 and on the Business Day immediately following
such Special Interest Period.
"Maximum Dutch Auction Rate" means as of any applicable Auction Date, 18%.
"No Auction Rate" means, the rate in effect for the preceding Auction Period and after
three consecutive Auction Periods with no Auction, the Maximum Dutch Auction Rate, provided
MIAMI/4177359.6 27
that for Auction Periods that are greater than 35 days, the Auction Period shall be extended by
seven days and each subsequent Auction Period shall be for seven days.
"One -Month LIBOR" means the London interbank offered rate ("LIBOR") for deposits
in U.S. dollars having a maturity of one month commencing on the Auction Date as reported by
Bloomberg Financial Service, as of 9:00 a.m. New York City time, on the Auction Date. If such
rate is not reported by Bloomberg Financial Service, the rate will be determined based on the rate
that appears on Telerate Page 3750, on such Auction Date. If such rate is not reported by
Bloomberg Financial Service and does not appear on Telerate Page 3750, such rate will be
determined based upon the publication determined by the Broker -Dealer to be most comparable
to Telerate.
"Order" shall have the meaning set forth in Section 2A.02(c).
"Overdue Rate" means 15%.
"Potential Holder" means any person, including any Existing Holder, who may be
interested in acquiring the beneficial ownership of Series 2006 Bonds during a Dutch Auction
Rate Period or, in the case of an Existing Holder thereof, the beneficial ownership of an
additional principal amount of Series 2006 Bonds during a Dutch Auction Rate Period.
"Sell Order" shall have the meaning set forth in Section 2A.02(c).
"Special Auction Period" means, with respect to Auction Rate Bonds, (a) any period of
365 days (366 in a leap year) or less which is not a 1, 7, 28, or 35-day auction period and begins
on an Auction Rate Bonds Interest Payment Date and ends (i) in the case of Auction Rate Bonds
with Auctions generally conducted on Fridays, on a Sunday unless such Sunday is not followed
by a Business Day, in which case on the next succeeding day that is followed by a Business Day,
(ii) in the case of Auction Rate Bonds with Auctions generally conducted on Mondays, on a
Monday unless such Monday is not followed by a Business Day, in which case on the next
succeeding day that is followed by a Business Day, (iii) in the case of Auction Rate Bonds with
Auctions generally conducted on Tuesdays, on a Tuesday unless such Tuesday is not followed
by a Business Day, in which case on the next succeeding day that is followed by a Business Day,
(iv) in the case of Auction Rate Bonds with Auctions generally conducted on Wednesdays, on a
Wednesday unless such Wednesday is not followed by a Business Day, in which case on the next
succeeding day that is followed by a Business Day, and (v) in the case of Auction Rate Bonds
with Auctions generally conducted on Thursdays, on a Thursday unless such Thursday is not
followed by a Business Day, in which case on the next succeeding day that is followed by a
Business Day or (b) any period which isot laterhhan the final schwhich
eduledbegins
Maturity Daten Auction
of s ch
te
Bonds Interest Payment Date and ends n
Auction Rate Bonds.
"Standard Auction Period" means seven days and after the establishment of a different
period pursuant to Section 2A.02(b) shall mean such different period.
"Submission Deadline" means 1:00 p.m. on any Auction Date or such other time on any
Auction Date by which Brokers -Dealers are required to submit Orders to the Auction Agent as
specified by the Auction Agent from time to time.
MIAMI/4177359.6
28
"Submission Processing Deadline" shall mean the earlier of (i) 40 minutes after the
Submission Deadline and (ii) the time when the Auction Agent begins to disseminate the results
of the Auction to the Broker -Dealers.
"Submission Processing Representation" shall means the Broker -Dealers may submit an
Order after the Submission Deadline and prior to the Submission Processing Deadline if the
Order was (i) received by the Broker -Dealer from Existing Owners or Potential Owners prior to
the Submission Deadline or (ii) initiated internally by the Broker -Dealer for its own account
prior to the Submission Deadline. Each Order submitted to the Auction Agent after the
Submission Deadline and prior to the Submission Processing Deadline shall constitute a
representation by the Broker -Dealer that such Order was (i) received from an Existing Owner or
Potential Owner prior to the Submission Deadline or (ii) initiated internally by the Broker -Dealer
for its own account prior to the Submission Deadline.
"Submitted Bid" shall have the meaning set forth in Section 2A.02(e).
"Submitted Hold Order" shall have the meaning set forth in Section 2A.02(e).
"Submitted Order" shall have the meaning set forth in Section 2A.02(e).
"Submitted Sell Order' shall have the meaning set forth in Section 2A.02(e).
"Sufficient Clearing Bids" shall have the meaning set forth in Section 2A.02(e).
"Telerate Page 3750" means the display page so designated on the Bridge Telerate
Service (or such other page as may replace that page on that service for the purpose of displaying
comparable rates or prices) or such comparable page on a comparable service.
"Winning Bid Rate" shall have the meaning set forth in Section 2A.02(e).
Section 2A.02. Dutch Auction Rate Periods; Dutch Auction Rate; Auction Period.
(a) General.
(i) During any Dutch Auction Rate Period, the Series 2006 Bonds shall bear
interest at the Dutch Auction Rate determined as set forth in this subsection (a) and in
subsections (b), (c), (d), (e) and (f) of this Section 2A.02. The Dutch Auction Rate for
any initial Auction Period immediately after any Conversion to a Dutch Auction Rate
Period, shall be the rate of interest per year determined and given to the Trustee and the
City by the Broker -Dealer on a date not later than the effective date of such Conversion
or the date of such mandatory purchase, as the case may be, as the minimum rate of
interest that, in the opinion of the Broker -Dealer, would be necessary as of the date of
such Conversion or the date of such mandatory purchase, as the case may be, to market
Series 2006 Bonds in a secondary market transaction at a price equal to the principal
amount thereof; provided that such interest rate shall not exceed the Maximum Dutch
Auction Rate. Except as otherwise provided in this Section 2A.02, the Dutch Auction
Rate shall be the rate of interest per year that results from implementation of the Dutch
Auction Procedures; provided that such interest rate shall not exceed the Maximum
MIAMI/4177359,6
29
Dutch Auction Rate. Except as provided below, if on any Auction Date for any reason an
Auction is not held, the Dutch Auction Rate for the next succeeding Auction Period shall
equal the Maximum Dutch Auction Rate on and as of such Auction Date. Determination
of the Dutch Auction Rate pursuant to the Dutch Auction Procedures shall be suspended
upon the occurrence of an Event of Default described in Section 7.01(i) and (ii) of the
Master Indenture. Upon the occurrence of an Event of Default described in Section
7.01(i) and (ii) of the Master Indenture on any Auction Date, no Auction will be held, all
Submitted Bids and Submitted Sell Orders shall be rejected, the existence of Sufficient
Clearing Bids shall be of no effect and the Dutch Auction Rate shall be equal to the
Maximum Dutch Auction Rate as determined on and as of the immediately preceding
Auction Date for each Auction Period, commencing after the occurrence of such Event of
Default to and including the Auction Period, if any, during which or commencing less
than two Business Days after the Event of Default has been cured or waived
(ii) Auction Periods may be changed pursuant to Section 2A.02(b) at any time
unless an Event of Default has occurred and has not been cured or waived. Each Auction
Period shall be a Standard Auction Period unless a different Auction Period is established
pursuant to Section 2A.02(b) and each Auction Period that immediately succeeds an
Auction Period that is not a Standard Auction Period shall be a Standard Auction Period
unless a different Auction Period is established pursuant to Section 2A.02(b).
(b) Dutch Auction Rate Period., Change of Auction Period.
(i) During a Dutch Auction Rate Period, the City may change the length of a
single Auction Period or the Standard Auction Period by means of a written notice
delivered at least 20 days but not more than 60 days prior to the Auction Date for such
Auction Period to the Trustee, the Auction Agent and DTC. The length of an Auction
Period or the Standard Auction Period may not be changed pursuant to this Section
2A.02(b) unless Sufficient Clearing Bids existed at both the Auction immediately
preceding the date the notice of such change was given and the Auction immediately
preceding such changed Auction Period.
(ii) The change in length of an Auction Period or the Standard Auction Period
shall take effect only if (A) the Trustee and the Auction Agent receive, by 11:00 a.m. on
the Business Day immediately preceding the Auction Date for such Auction Period, a
certificate from the City, by telecopy or similar means, authorizing the change in the
Auction Period or the Standard Auction Period, which shall be specified in such
certificate, and confirming that Bond Counsel expects to be able to give an opinion on the
first day of such Auction Period to the effect that the change in the Auction Period is
authorized by this Series 2006 Indenture, (B) Sufficient Clearing Bids exist at the
Auction on the Auction Date for such Auction Period, and (C) the Trustee and the
Auction Agent receive by 9:30 a.m. on the first day of such Auction Period, an opinion of
Bond Counsel to the effect that the change in the Auction Period is authorized by this
Series 2006 Indenture. If the condition referred to in (A) above is not met, the Dutch
Auction Rate for the next succeeding Auction Period shall be determined pursuant to the
Dutch Auction Procedures and the next succeeding Auction Period shall be a Standard
Auction Period. If any of the conditions referred to in (B) or (C) above is not met, the
MIAMI14I77359.6
30
Dutch Auction Rate for the next succeeding Auction Period shall equal the Maximum
Dutch Auction Rate and the next succeeding Auction Period shall be a seven-day Auction
Period as determined as of the Auction Date for such Standard Auction Period.
(c) Dutch Auction Rate Period: Orders by Existing Holders and Potential Holders.
(i) Subject to the provisions of Section 2A.02(a), Auctions shall be conducted
on each Auction Date in the manner described in this Section 2A.02(c) and in Sections
2A.02(d), (e) and (f) prior to the Submission Deadline on each Auction Date during a
Dutch Auction Rate Period:
(A) each Existing Holder may submit to the Broker -Dealer information
as to:
(1) the principal amount of Series 2006 Bonds, if any, held by
such Existing Holder thatsuch
Existing
foder desires to continue to hold
r the next succeeding Auction
without regard to the Dutch Au
Period;
(2) the principal amount of Series 2006 Bonds, if any, held by
such Existing Holder that S succeedich ngng der offers to sell if Period shall be lesshe thaDutch
n the
Auction Rate for the nextg
rate per year specified by such Existing Holder; and
(3) the principal amount of Series 2006 Bonds, if any, held by
such Existing Holder that such Existing Holder offers to sell without
regard to the Dutch Auction Rate for the next succeeding Auction Period;
(B) one or more Broker -Dealers may contact Potential Holders to
each such Potential
determine the principal amount of Series 06 Bondsthat
fort the next succeeding
Holder offers to purchase if the Dutch Auction
Auction Period shall not be less than the interest rate per year specified by such
Potential Holder.
For the purposes hereof, the communication to a Broker -Dealer of information referred to
in clause (A)(1), (A)(2) or (A)(3) or clause (B) above is hereinafter referred to as an "Order" and
each Existing Holder and Potential Holder placing an Order is hereinafteraboveerred s hereito nafter
as a
"Bidder"; an Order containing the information referred to in clause (A)(1)
referred to as a "Hold Order"; an Order containing the information referred to in clause (A)(2) or
clause (B) above is hereinafter referred to as a "Bid";toas and
an
a "Sell containing the information
referred to in clause (A)(3) above is hereinafter referred
rder."
(ii) (A) Subject to the provisions of Section 2A.02(d), a Bid by an Existing
Holder shall constitute an offer to sell:
(1) the principal amount of Series 2006 Bonds specified in
such Bid if the Dutch Auction Rate determined pursuant to the Dutch
MIAMI/4 i 77359.6
31
Agent.
Auction Procedures on such Auction Date shall be less than the interest
rate per year specified therein; or
(2) such principal amount or a lesser principal amount of
Series 2006 Bonds to be determined as set forth in subsection (i)(D) of
Section 2A.02(f) if the Dutch Auction Rate determined pursuant to the
Dutch Auction Procedures on such Auction Date shall be equal to the
interest rate per year specified therein; or
(3) such principal amount if the interest rate per year specified
therein shall be higher than the Maximum Dutch Auction Rate or such
principal amount or a lesser principal amount of Series 2006 Bonds to be
determined as set forth in subsection (ii)(C) of Section 2A.02(f) if such
specified rate shall be higher than the Maximum Dutch Auction Rate and
Sufficient Clearing Bids do not exist.
(B) Subject to the provisions of Section 2A.02(d), a Sell Order by an
Existing Holder shall constitute an offer to sell:
(1) the principal amount of Series 2006 Bonds specified in
such Sell Order; or
(2) such principal amount or a lesser principal amount of
Series 2006 Bonds as set forth in subsection (ii)(C) of Section 2A.02(f) if
Sufficient Clearing Bids do not exist.
(C) Subject to the provisions of Section 2A.02(d), a Bid by a Potential
Holder shall constitute an offer to purchase:
(1) the principal amount of Series 2006 Bonds specified in
such Bid if the Dutch Auction Rate determined on such Auction Date shall
be higher than the rate specified therein; or
(2) such principal amount or a lesser principal amount of
Series 2006 Bonds as set forth in subsection (i)(E) of Section 2A.02(f) if
the Dutch Auction Rate determined on such Auction Date shall be equal to
such specified rate.
(d) Dutch Auction Rate Period: Submission of Orders by Broker -Dealers to Auction
(i) During a Dutch Auction Rate Period each Broker -Dealer shall submit in
writing to the Auction Agent prior to the Submission Deadline (but subject to the
Submission Processing Deadline)such Broker-Dealerction ande during the Dutch
Rate
Period, all Orders obtained by shall specify with respect to each
such Order:
(A) the name of the Bidder placing such Order;
MIAMI/4177359,6
32
(B) the aggregate principal amount of Series 2006 Bonds that are
subject to such Order;
(C) to the extent that such Bidder is an Existing Holder:
(1) the principal amount of Series 2006 Bonds, if any, subject
to any Hold Order placed by such Existing Holder;
(2) the principal amount of Series 2006 Bonds, if any, subject
to any Bid placed by such Existing Holder and the rate specified in such
Bid; and
(3) the principal amount of Series 2006 Bonds, if any, subject
to any Sell Order placed by such Existing Holder; and
(D) to the extent such Bidder is a Potential Holder, the rate specified in
such Potential Holder's Bid.
(ii) If any rate specified in any Bid contains more than three figures to the
right of the decimal point, the Auction Agent shall round such rate up to the next highest
one thousandth (.001) of 1%.
(iii) If an Order or Orders covering all Series 2006 Bonds held by an Existing
Holder is not submitted to the Auction Agent prior to the Submission Deadline, the
Auction Agent shall deem a Hold Order to have been submitted on behalf of such
Existing Holder covering the principal amount of Series 2006 Bonds held by such
Existing Holder and not subject to Orders submitted to the Auction Agent. Neither the
City, the Trustee nor the Auction Agent shall be responsible for any failure of a
Broker -Dealer to submit an Order to the Auction Agent on behalf of any Existing Holder
or Potential Holder.
(iv) If any Existing Holder submits through a Broker -Dealer to the Auction
Agent one or more Orders covering in the aggregate more than the principal amount of
Series 2006 Bonds held by such Existing Holder, such Orders shall be considered valid as
follows and in the following order of priority:
(A) all Hold Orders shall be considered valid, but only up to and
including the principal amount of Series 2006 Bonds held by such Existing
Holder, and, if the aggregate principal amount of Series 2006 Bonds subject to
such Hold Orders exceeds the aggregate principal amount of Series 2006 Bonds
held by such Existing Holder, the aggregate principal amount of Series 2006
Bonds subject to each such Hold Order shall be reduced pro rata to cover the
aggregate principal amount of Series 2006 Bonds held by such Existing Holder;
(B) (1) any Bid shall be considered valid up to and including the
excess of the principal amount of Series 2006 Bonds held by such Existing Holder
over the aggregate principal amount of Series 2006 Bonds subject to any Hold
Orders referred to in paragraph (A) above;
M1AMI/4177359.6
33
(2) subject to clause (1) above, if more than one Bid with the
same rate is submitted on behalf of such Existing Holder and the aggregate
principal amount of Series 2006 Bonds subject to such Bids is greater than
such excess, such Bids shall be considered valid up to and including the
amount of such excess, and the principal amount of Series 2006 Bonds
subject to each Bid with the same rate shall be reduced pro rata to cover
the principal amount of Series 2006 Bonds equal to such excess;
(3) subject to clauses (1) and (2) above, if more than one Bid
with different rates is submitted on behalf of such Existing Holder, such
Bids shall be considered valid in the ascending order of their respective
rates until the highest rate is reached at which such excess exists and then
at such rate up to and including the amount of such excess; and
(4) in any such event, the aggregate principal amount of Series
2006 Bonds, if any, subject to Bids not valid under this paragraph (B)
shall be treated as the subject of a Bid by a Potential Holder at the rate
therein specified; and
(C) all Sell Orders shall be considered valid up to and including the
excess of the principal amount of Series 2006 Bonds held by such Existing Holder
over the aggregate principal amount of Series 2006 Bonds subject to valid Hold
Orders referred to in paragraph (A) and valid Bids referred to in paragraph (B)
above.
(v) In connection with any Auction, the Broker -Dealer shall be permitted to
aggregate some or all of the Sell Orders that are submitted by different eligible investors
prior to submitting the orders to the Auction Agent.
(vi) Any Bid or Sell Order submitted by an Existing Holder covering an
aggregate principal amount of Series 2006 Bonds not equal to $25,000 or an integral
multiple thereof shall be rejected and shall be deemed a Hold Order. Any Bid submitted
by a Potential Holder covering an aggregate principal amount of Series 2006 Bonds not
equal to $25,000 or an integral multiple thereof shall be rejected.
(vii) Any Bid submitted by an Existing Holder or Potential Holder specifying a
rate lower than the All -Hold Rate shall be treated as a Bid specifying the All -Hold Rate.
(e) Dutch Auction Rate Period: Determination of Sufficient Clearing Bids, Winning
Bid Rate and Dutch Auction Rate.
(i) Not earlier than the Submission Deadline (but subject to the Submission
Processing Representation) on each Auction Date during the Dutch Auction Rate Period,
the Auction Agent shall assemble all valid Orders submitted or deemed submitted to it by
the Broker -Dealers (each such Order as submitted or deemed submitted by a
Broker -Dealer being hereinafter referred to as a "Submitted Hold Order," a "Submitted
Bid" or a "Submitted Sell Order," as the case may be, or as a "Submitted Order") and
shall determine:
MIAM1/4177359.6
34
(A) the excess of the total principal amount of Series 2006 Bonds over
the aggregate principal amount of Series 2006 Bonds subject to Submitted Hold
Orders (such excess being hereinafter referred to as the "Available Auction
Bonds"); and
(B) from the Submitted Orders whether the aggregate principal amount
of Series 2006 Bonds subject to Submitted Bids by Potential Holders specifying
one or more rates equal to or lower than the Maximum Dutch Auction Rate
exceeds or is equal to the sum of:
(1) the aggregate principal amount of Series 2006 Bonds
subject to Submitted Bids by Existing Holders specifying one or more
rates higher than the Maximum Dutch Auction Rate, and
(2) the aggregate principal amount of Series 2006 Bonds
subject to Submitted Sell Orders,
(in the event of such excess or such equality exists (other than because the sum of
the principal amounts of Series 2006 Bonds in clauses (1) and (2) above is zero
because all of the Series 2006 Bonds are subject to Submitted Hold Orders), such
Submitted Bids in clause (B) above are hereinafter reflected to collectively as
"Sufficient Clearing Bids"); and
(C) if Sufficient Clearing Bids exist, the lowest rate specified in the
Submitted Bids (the "Winning Bid Rate") that if:
(1) (x) each Submitted Bid from Existing Holders
specifying such lowest rate and (y) all other Submitted Bids from Existing
Holders specifying lower rates were rejected, thus entitling such Existing
Holders to continue to hold the principal amount of Series 2006 Bonds
subject to such Submitted Bids, and
(2) (x) each Submitted Bid from Potential Holders
specifying such lowest rate and (y) all other Submitted Bids from Potential
Holders specifying lower rates were accepted,
would result in such Existing Holders described in clause (1) above continuing to
hold an aggregate principal amount of Series 2006 Bonds that, when added to the
aggregate principal amount of Series 2006 Bonds to be purchased by such
Potential Holders described in clause (2) above, would be not less than the
Available Auction Bonds.
(ii) Promptly after the Auction Agent has made the determinations pursuant to
subsection (i) of this Section 2A.02(e), the Auction Agent by telecopy, confirmed in
writing, shall advise the City and the Trustee of the All -Hold Rate and the components
thereof on the Auction Date and, based on such determinations, the Dutch Auction Rate
for the next succeeding Auction Period as follows:
MIAMI/4177359.6
35
(A) if Sufficient Clearing Bids exist, that the Dutch Auction Rate for
the next succeeding Auction Period therefor shall be equal to the Winning Bid
Rate so determined;
(B) if Sufficient Clearing Bids do not exist (other than because all of
the Series 2006 Bonds are the subject of Submitted Hold Orders), that the Dutch
Auction Rate for the next succeeding Auction Period therefor shall be equal to the
Maximum Dutch Auction Rate; and
(C) if all of the Series 2006 Bonds are subject to Submitted Hold
Orders, that the Dutch Auction Rate for the next succeeding Auction Period
therefor shall be equal to the All -Hold Rate.
(fj Dutch Auction Rate Period: Acceptance and Rejection of Submitted Bids and
Submitted Sell Orders and Allocation of Auction Rate Bonds. During a Dutch Auction Rate
Period, Existing Holders shall continue to hold the principal amounts of Series 2006 Bonds that
are subject to Submitted Hold Orders, and, based on the determinations made pursuant to
subsection (i) of Section 2A.02(e), the Submitted Bids and Submitted Sell Orders shall be
accepted or rejected and the Auction Agent shall take such other actions as are set forth below.
(i) If Sufficient Clearing Bids have been made, all Submitted Sell Orders
shall be accepted and, subject to the provisions of subsections (iv) and (v) of this Section
2A.02(f), Submitted Bids shall be accepted or rejected as follows in the following order
of priority and all other Submitted Bids shall be rejected:
(A) existing Holders' Submitted Bids specifying any rate that is higher
than the Winning Bid Rate shall be accepted, thus requiring each such Existing
Holder to sell the aggregate principal amount of Series 2006 Bonds subject to
such Submitted Bids;
(B) existing Holders' Submitted Bids specifying any rate that is lower
than the Winning Bid Rate shall be rejected, thus entitling each such Existing
Holder to continue to hold the aggregate principal amount of Series 2006 Bonds
subject to such Submitted Bids;
(C) potential Holders' Submitted Bids specifying any rate that is lower
than the Winning Bid Rate shall be accepted, thus requiring each such Potential
Holder to purchase the aggregate principal amount of Series 2006 Bonds subject
to such Submitted Bids;
(D) each Existing Holder's Submitted Bid specifying a rate that is
equal to the Winning Bid Rate shall be rejected, thus entitling such Existing
Holder to continue to hold the aggregate principal amount of Series 2006 Bonds
subject to such Submitted Bid, unless the aggregate principal amount of Series
2006 Bonds subject to all such Submitted Bids shall be greater than the principal
amount of Series 2006 Bonds (the "remaining principal amount") equal to the
excess of the Available Auction Bonds over the aggregate principal amount of the
Series 2006 Bonds subject to Submitted Bids described in paragraphs (B) and (C)
MIAMI/4177359.6
36
of this subsection (i), in which event such Submitted Bid of such Existing Holder
shall be rejected in part, and such Existing Holder shall be entitled to continue to
hold the principal amount of Series 2006 Bonds subject to such Submitted Bid,
but only in an amount equal to the principal amount of Series 2006 Bonds
obtained by multiplying the remaining principal amount by a fraction, the
numerator of which shall be the principal amount of Series 2006 Bonds held by
such Existing Holder subject to such Submitted Bid and the denominator of which
shall be the sum of the principal amounts of Series 2006 Bonds subject to such
Submitted Bids made by all such Existing Holders that specified a rate equal to
the Winning Bid Rate; and
(E) each Potential Holder's Submitted Bid specifying a rate that is
equal to the Winning Bid Rate shall be accepted but only in an amount equal to
the principal amount of Series 2006 Bonds obtained by multiplying the excess of
the Available Auction Bonds over the aggregate principal amount of Series 2006
Bonds subject to Submitted Bids described in paragraphs (B), (C) and (D) of this
subsection (i) by a fraction the numerator of which shall be the aggregate
principal amount of Series 2006 Bonds subject to such Submitted Bid of such
Potential Holder and the denominator of which shall be the sum of the principal
amount of Series 2006 Bonds subject to Submitted Bids made by all such
Potential Holders that specified a rate equal to the Winning Bid Rate.
(ii) If Sufficient Clearing Bids have not been made (other than because all of
the Series 2006 Bonds are subject to Submitted Hold Orders), subject to the provisions of
subsection (iv) of this Section 2A.02(f), Submitted Orders shall be accepted or rejected as
follows in the following order of priority and all other Submitted Bids shall be rejected:
(A) existing Holders' Submitted Bids specifying any rate that is equal
to or lower than the Maximum Dutch Auction Rate shall be rejected, thus entitling
each such Existing Holder to continue to hold the aggregate principal amount of
Series 2006 Bonds subject to such Submitted Bids;
(B) potential Holders' Submitted Bids specifying any rate that is equal
to or lower than the Maximum Dutch Auction Rate shall be accepted, thus
requiring each such Potential Holder to purchase the aggregate principal amount
of Series 2006 Bonds subject to such Submitted Bids; and
(C) each Existing Holder's Submitted Bid specifying any rate that is
higher than the Maximum Dutch Auction Rate and the Submitted Sell Orders of
each Existing Holder shall be accepted, thus entitling each Existing Holder that
submitted any such Submitted Bid or Submitted Sell Order to sell the Series 2006
Bonds subject to such Submitted Bid or Submitted Sell Order, but in both cases
only in an amount equal to the aggregate principal amount of Series 2006 Bonds
obtained by multiplying the aggregate principal amount of Series 2006 Bonds
subject to Submitted Bids described in paragraph (B) of this subsection (ii) by a
fraction, the numerator of which shall be the aggregate principal amount of Series
2006 Bonds held by such Existing Holder subject to such Submitted Bid or
MIAMI/4177359.6
37
Submitted Sell Order and the denominator of which shall be the aggregate
principal amount of Outstanding Auction Rate Bonds subject to all such
Submitted Bids and Submitted Sell Orders.
(iii) If all Series 2006 Bonds are subject to Submitted Hold Orders, all
Submitted Bids shall be rejected.
(iv) If, as a result of the procedures described in subsection (i) or (ii) of this
Section 2A.02(f), any Existing Holder would be required to sell, or any Potential Holder
would be required to purchase, a principal amount of Series 2006 Bonds that is not equal
to $25,000 or an integral multiple thereof, the Auction Agent shall, in such manner as, in
its sole discretion, it shall determine, round up or down the principal amount of such
Series 2006 Bonds to be purchased or sold by any Existing Holder or Potential Holder so
that the principal amount purchased or sold by each Existing Holder or Potential Holder
shall be equal to $25,000 or an integral multiple thereof.
(v) If, as a result of the procedures described in subsection (i) of this Section
2A.02(f), any Potential Holder would be required to purchase less than $25,000 in
aggregate principal amount of Series 2006 Bonds, the Auction Agent shall, in such
manner as, in its sole discretion, it shall determine, allocate Series 2006 Bonds for
purchase among Potential Holders so that only Series 2006 Bonds in principal amounts of
$25,000 or an integral multiple thereof are purchased by any Potential Holder, even if
such allocation results in one or more of such Potential Holders not purchasing any Series
2006 Bonds.
(vi) Based on the results of each Auction, the Auction Agent shall determine
the aggregate principal amounts of Series 2006 Bonds to be purchased and the aggregate
principal amounts of Series 2006 Bonds to be sold by Potential Holders and Existing
Holders on whose behalf each Broker -Dealer submitted Bids or Sell Orders and, with
respect to each Broker -Dealer, to the extent that such amounts differ, determine to which
other Broker -Dealer or Broker -Dealers acting for one or more purchasers of Series 2006
Bonds such Broker -Dealer shall deliver, or from which other Broker -Dealer or
Broker -Dealers acting for one or more sellers of Auction Rate Bonds such Broker -Dealer
shall receive, as the case may be, Auction Rate Bonds.
(vii) The City may not submit an Order in any Auction. The Auction Agent
shall have no duty or liability with respect to monitoring or enforcing the provisions of
this paragraph.
(g) DTC Required During Dutch Auction Rate Period; Limitations on Transfer.
(i) Except as otherwise provided in this Section 2A.02(g), the Series 2006
Bonds bearing interest at the Dutch Auction Rate shall be registered in the name of DTC
or its nominee and ownership thereof shall be maintained in book -entry -only form by
DTC for the account of the Agent Members thereof.
(ii) If at any time DTC notifies the City that it is unwilling or unable to
continue as owner of Series 2006 Bonds or if at any time DTC shall no longer be
M IAM 1/4177359.6
38
registered or in good standing under the Securities Exchange Act of 1934, as amended, or
other applicable statute or regulation and a successor to DTC is not appointed by the City,
the Trustee, the Auction Agent and the Broker -Dealer, within 90 days after the City
receives notice or becomes aware of such condition, as the case may be, the City shall
sign and the Trustee shall authenticate and deliver certificates representing the Series
2006 Bonds. Series 2006 Bonds issued pursuant to this Section 2A.02(g)(ii) shall be
registered in such names and authorized denominations as DTC, pursuant to instructions
from the Agent Members or otherwise, shall instruct the City and the Trustee. The
Trustee shall deliver the Series 2006 Bonds to the persons in whose names such Series
2006 Bonds are so registered on the Business Day immediately preceding the first day of
an Auction Period.
So long as the ownership of the Series 2006 Bonds is maintained in book -entry -only form
by DTC, an Existing Holder may sell, transfer or otherwise dispose of Series 2006 Bonds only
pursuant to a Bid or Sell Order placed in an Auction or to or through a Broker -Dealer, provided
that, in the case of all transfers other than pursuant to Auctions, such Existing Holder, its
Broker -Dealer or its Agent Member advises the Auction Agent of such transfer.
The Dutch Auction Rate for any Auction Period that Series 2006 Bonds are not in book
entry form shall be equal to the Maximum Dutch Auction Rate on each Auction Date.
Section 2A.03. JReservedl.
Section 2A.04. Calculation of All -Hold Rate. The Auction Agent shall calculate the All -
Hold Rate on each Auction Date.
ARTICLE III
REDEMPTION, TENDER AND REMARKETING OF BONDS
Section 301. Redemption.
(a) Optional Redemption of Bonds. During each Rate Period specified below, the
Series 2006 Bonds to which each such Rate Period applies are subject to optional redemption by
the City, in whole or in part, as follows:
(i) during any Daily Rate Period or Weekly Rate Period, on any Business
Day, at a redemption price equal to 100% of the principal amount thereof, plus accrued
and unpaid interest, if any, to the redemption date; and
(ii) during any Commercial Paper Rate Period for a Series 2006 Bond, on the
Interest Payment Date for that Series 2006 Bond, at a redemption price equal to 100% of
the principal amount thereof, plus accrued and unpaid interest, if any, to the redemption
date; and
(iii) during any Dutch Auction Rate Period, on the Interest Payment Date
immediately succeeding any Auction Date, at a redemption price equal to 100% of the
principal amount thereof, plus accrued interest, if any, to the redemption date; and
MIAMI/4177359.6
39
(iv) during any Term Rate Period, on any date that occurs on or after the first
day of the optional redemption period, and at the redemption prices, expressed as a
percentage of the principal amount being redeemed, plus accrued and unpaid interest, if
any, to the redemption date, as follows:
Length of Term
Rate Period
More than 15 years
More than 10, but not
more than 15 years
More than 5, but not
more than 10 years
First Day of Optional
Redemption Period
Tenth anniversary of
commencement of Term Rate
Period
Eighth anniversary of
commencement of Term Rate
Period
Fifth anniversary of
commencement of Term Rate
Period
Redemption Price
101%, declining to 100% on the
succeeding anniversary of the
first day of the redemption
period and thereafter at 100%
101%, declining to 100% on the
succeeding anniversary of the
first day of the redemption
period and thereafter at 1 00%
100 1/2%, declining to 100% on
the succeeding anniversary of
the first day of the redemption
period and thereafter at 100%
Five years or less Non -callable Non -callable
If, at the time of the City's notice to the Trustee of a conversion to a Term Rate Period (including
a conversion from a Term Rate Period to an immediately successive Term Rate Period of the
same duration or a Term Rate Period of a different duration) pursuant to Section 202A(0, the
City provides a certification of the Remarketing Agent to the Trustee that the foregoing schedule
is not consistent with prevailing market conditions, the foregoing redemption periods and
redemption prices may be revised, effective as of the date of such conversion, as determined by
the Remarketing Agent in its judgment, taking into account the then prevailing market
conditions, as stipulated in such certification and agreed to by the City, which shall be appended
by the Trustee to its counterpart of this Series 2006 Indenture. Any such revision of the
redemption periods and redemption prices will not be considered an amendment of or a
supplement to this Series 2006 Indenture and will not require the consent of any Holder or any
other person or entity.
(b) Mandatory Sinking Fund Redemption. The Series 2006 Bonds shall be subject to
mandatory sinking fund redemption by the City on each December 1 of the years specified
below, in the amounts of the Amortization Requirement set forth below at a redemption price of
100% of the principal amount thereof. During such time as the Series 2006 Bonds bear interest
at a Dutch Auction Rate, any mandatory sinking fund redemption shall occur on December 1 of
the years specified below only to the extent that such dates are Interest Payment Dates; if any of
such dates are not Interest Payment Dates, the mandatory sinking fund redemption for the
applicable year(s) listed below will occur in each case on the Interest Payment Date immediately
preceding December 1 of each such year.
M1AMI14177359.6 40
Year
Amortization
Requirement
$
(Maturity)
However, the principal amount of the Series 2006 Bonds required to be redeemed on
each such sinking fund redemption date shall be reduced by the principal amount of the Series
2006 Bonds specified by City at least 45 days prior to the redemption date that have been either
(i) purchased by or on behalf of the City and delivered to the Trustee for cancellation, or
(ii) redeemed other than through the operation of the provisions of this paragraph (b), and that
have not been previously made the basis for a reduction of the principal amount of the Series
2006 Bonds to be redeemed on a sinking fund redemption date.
Section 302. Election to Redeem; Notice to Trustee. The election of the City to redeem
any Series 2006 Bonds which shall be delivered to the Trustee, with copies to the Liquidity
Facility Issuer and the Remarketing Agent. In case of any redemption at the election of the City
of less than all of the Series 2006 Bonds the City shall, at least 45 days prior to the redemption
date fixed by the City (unless a shorter notice shall be satisfactory to the Trustee), notify the
Trustee of such redemption date and of ection to redeem Serves 2006e principal amout of ries Bonds006 4 pononds to be
the receipt
redeemed. The City may condition any
of the proceeds of refunding obligations or any other available funds from other sources, on or
before the redemption date.
Section 303. Partial Redemption; Selection by Trustee of Bonds to be Redeemed. If
fewer than all of the Series 2006 Bonds to which any one of the Rate Periods specified in Section
301(a)(i), (ii), (iii), and (iv) applies are to be redeemed, the City Manager upon written direction
to the Trustee shall select from the Series 2006 Bonds to which such Rate Period applies Series
2006 Bonds to be redeemed, or portions thereof in amounts equal to the lowest Authorized
Denomination or any integral multiple thereof, by lot in any manner that the City Manager upon
written direction to the Trustee may determine; provided that, if such Series 2006 Bonds are in a
book entry system, the Trustee shall give notice to the Depository or the nominee of the
Depository that is the Holder of such Series 2006 Bond as provided in Section 304, and the
selection of the beneficial interests in that Series 2006 Bond to be redeemed shall be at the sole
discretion of the Depository and its participants. In the case of a partial redemption of Series
2006 Bonds by lot when Series 2006 Bonds of denominations greater than the lowest Authorized
Denomination are then outstanding, each lowest Authorized Denomination of face value of
principal thereof shall be treated as though it were a separate Series 2006 Bond of the
denomination of the lowest Authorized Denomination. If it is determined that one or more, but
not all of the lowest Authorized Denomination of face value represented by a Series 2006 Bond
are to be called for redemption, then upon notice of redemption of a unit or units of the lowest
Authorized Denomination, the Holder of that Series 2006 Bond shall surrender the Series 2006
Bond to the Trustee (i) for payment of the redemption price of the unit or units of the lowest
MIAM1/4177354.6
41
Authorized Denomination called for redemption (including without limitation, the interest
accrued to the date fixed for redemption and any premium), and (ii) for issuance, without charge
to the Holder thereof, of a new Series 2006 Bond or Series 2006 Bonds, of any Authorized
Denomination or Authorized Denominations in an aggregate principal amount equal to the
unmatured and unredeemed portion of, and bearing interest at the same rate and maturing on the
same date as, the Series 2006 Bond surrendered.
Section 304. Notice of Redemption. Notwithstanding anything to the contrary
contained in the Master Indenture, with respect to Series 2006 Bonds, notice of redemption shall
be given by the Trustee by first-class mail, postage prepaid, mailed not less than 30 nor more
than 60 days prior to the redemption date, to each Holder of Series 2006 Bonds to be redeemed,
at his last address appearing in the Register. In addition, notice of redemption shall be sent by
certified or registered mail, return receipt requested, or by overnight delivery service
contemporaneously with such mailing to any Holder of $1,000,000 or more in principal amount
of Series 2006 Bonds. Notice of redemption also shall be sent by certified mail, return receipt
requested, postage prepaid, or by overnight delivery service, to any securities depository
registered as such pursuant to the Securities Exchange Act of 1934, as amended, that is a Holder
of Series 2006 Bonds to be redeemed. An additional notice of redemption shall be mailed not
less than 60 nor more than 90 days after the redemption date, by the same means as the first such
notice, to any Holder of Series 2006 Bonds selected for redemption that has not surrendered the
Series 2006 Bonds called for redemption, at his last address appearing in the Register.
So long as all Series 2006 Bonds are held under a book entry system by the Depository,
notices of redemption shall be sent by the Trustee only to the Depository or its nominee.
Selection of book entry interests in the Series 2006 Bonds called, and notice of the call to the
owners of those interests called, is the responsibility of the Depository (or any successor
securities depository) pursuant to its rules and procedures, and of its participants and indirect
participants. Any failure of the Depository (or any successor securities depository) to advise any
participant, or of any participant or any indirect participant to notify the owner of a book entry
interest, of any such notice and its content or effect shall not affect the validity of any
proceedings for the redemption of any Series 2006 Bonds.
All notices of redemption shall state:
(1) the date of redemption and of general mailing of such notices,
(2) the redemption price,
(3) the identification, including complete official name and series designation
and issue date, of the Series 2006 Bonds and the CUSIP number, certificate number (and
in the case of partial redemption, the respective principal amounts), and interest rates of
the Series 2006 Bonds to be redeemed,
(4) if applicable (in the case of optional redemption only), that such
redemption is conditioned upon proceeds of r amount sufficient to pays or notes being
he gedempt on
deposited
with the Trustee or with a paying agent
price of all the Series 2006 Bonds that are to be redeemed on such date,
MIAMI/4177359.6
42
(5) except as provided in (4), that on the redemption date the redemption price
will become due and payable upon such Series 2006 Bonds, and that interest thereon
shall cease to accrue from and after said date, and
(6) the name and address of the Trustee and any paying agent for the Series
2006 Bonds, including the place where such Series 2006 Bonds are to be surrendered for
payment of the redemption price and an applicable telephone number.
If any Series 2006 Bonds in a Dutch Auction Rate Period are to be redeemed and those
Series 2006 Bonds are held by the Depository, the Trustee shall include in the notice of the call
for redemption delivered to the Depository (i) under an item entitled "Publication Date for
Securities Depository Purposes" the Interest Payment Date prior to the redemption date and (ii)
an instruction to Depository to (x) determine on such publication date after the auction held on
the immediately preceding Auction Date has settled, the DTC Participants whose Depository
positions will be redeemed and the principal amount of such Series 2006 Bonds to be redeemed
from each such position (the "Securities Depository Redemption Information"), notify the
Auction Agent immediately after the such determination of the positions of the Depository
participants in such Series 2006 Bonds immediately prior to such Auction settlement, the
positions of the Depository participants in such Series 2006 Bonds immediately following such
Auction settlement, and the Securities Depository Redemption Information.
Notice of redemption of Series 2006 Bonds to be redeemed shall be given by the Trustee
in the name of the City and at the expense of the City.
Section 305. Deposit of Redemption Price. Prior to any redemption date, the City shall
deposit with the Trustee or with a paying agent an amount of money sufficient to pay the
redemption price of all the Series 2006 Bonds which are to be redeemed on such date.
Section 306. Bonds Payable on Redemption Date. Notice of redemption having been
given as aforesaid, and the deposit having been made, if redemption is conditioned on such
deposit, the Series 2006 Bonds so to be redeemed shall, on the redemption date, become due and
payable at the redemption price therein specified and from and after such date (unless the City
shall fail to pay the redemption price) such Series 2006 Bonds shall cease to bear interest. Upon
surrender of any such Series 2006 Bond for redemption in accordance with said notice, such
Series 2006 Bond shall be paid by the City at the redemption price. Installments of interest
whose Stated Maturity is on or prior to the redemption date shall be payable to the Holders of
such Series 2006 Bonds registered as such on the relevant Record Dates according to their terms.
If any Series 2006 Bond called for redemption shall not be so paid upon surrender thereof
for redemption, the principal (and premium, if any) shall, until paid, bear interest from the
redemption date at the rate borne by the Series 2006 Bond.
All money deposited in the Current Debt Service Fund and held by the Trustee or the
Paying Agent for the redemption of particular Series 2006 Bonds shall be held in trust for the
account of the Holders thereof and shall be paid to them, respectively, upon presentation and
surrender of those Series 2006 Bonds.
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Section 307. Bonds Redeemed in Part. Any Series 2006 Bond which is to be redeemed
only in part shall be surrendered at the Place of Payment and the City shall execute and the
Trustee shall authenticate and deliver to the Holder of such Series 2006 Bond without service
charge, a new Series 2006 Bond or Series 2006 Bonds of the same interest rate and maturity and
of any Authorized Denomination as requested by such Holder in aggregate principal amount
equal to and in exchange for the unredeemed portion of the principal of the Series 2006 Bond so
surrendered. Non -presentment may be waived for partially redeemed bonds held by the
Depository as described in the Representation Letter.
Section 308. Redemption of Bank Bonds. Any Series 2006 Bonds that are Bank Bonds
shall also be subject to redemption at the times, in the amounts and in the manner provided in the
Liquidity Facility Agreement. Notwithstanding anything set forth herein to the contrary, if fewer
than all of the Series 2006 Bonds are to be optionally redeemed, Bank Bonds shall be redeemed
prior to any other Series 2006 Bond.
Section 309. Optional Tenders During Rate Periods.
(a) Purchase Prices and Purchase Dates. The Holders of Series 2006 Bonds (except
Bank Bonds and Series 2006 Bonds owned by or on behalf of the City) bearing interest for a
Daily or Weekly Rate Period may elect to have their Series 2006 Bonds (or portions thereof, so
long as each such portion and any remaining portion thereof are in Authorized Denominations)
purchased at a Purchase Price equal to 100% of the principal amount thereof, plus (in the event
that the Purchase Date is not an Interest Payment Date) any accrued interest to the Purchase Date
and, in the circumstances set forth below and upon the following telephonic, Electronic or
written notices meeting the further requirements of subsection (b) below; provided, however, that
so long as the Series 2006 Bonds are held by a Depository, the procedures established by the
Depository generally for tenders of variable rate municipal bonds shall apply for purposes of
Sections 309, 310, and 311 with respect to notice of tenders, delivery of bonds, payment of
Purchase Price and related matters.
(i) Series 2006 Bonds bearing interest at a Daily Rate may be tendered for
purchase at a price payable in immediately available funds on any Business Day, upon
telephonic or Electronic notice of tender given not later than 10:00 a.m. on the Purchase
Date to the Paying Agent; any telephonic notice may be promptly confirmed by the
Holder to the Paying Agent in writing.
(ii) Series 2006 Bonds bearing interest at a Weekly Rate may be tendered for
purchase at a price payable in immediately available funds on any Business Day, upon
delivery of a written or Electronic notice of tender to the Paying Agent not later than 5:00
p.m. on a Business Day not fewer than seven days prior to the Purchase Date.
(b) Notice of Tender. Each notice of tender:
(i) in the case of a written notice, shall be delivered to the Paying Agent at its
designated office, and be in form satisfactory to the Paying Agent;
(ii) shall state, whether delivered in writing, Electronically or by telephone
(promptly confirmed in writing), (A) the principal amount of the Series 2006 Bond or
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Series 2006 Bonds to which the notice relates, (B) that the Holder irrevocably demands
purchase of such Series 2006 Bond or Series 2006 Bonds or a specified portion thereof in
an amount equal to an Authorized Denomination, (C) the date on which such Series 2006
Bond or portion thereof is to be purchased, and (D) payment instructions with respect to
the Purchase Price; and
(iii) shall automatically constitute, whether delivered in writing, Electronically
or by telephone, (A) an irrevocable offer binding upon the Holder and any subsequent
Holders to sell the Series 2006 Bond or portion thereof to which the notice relates on the
Purchase Date to any purchaser selected by the Remarketing Agent, at a Purchase Price
specified in Section 309(a), (B) an irrevocable authorization and instruction to the
Registrar to effect the transfer of such Series 2006 Bond or portion thereof upon payment
of such Purchase Price to the Paying Agent on the Purchase Date, (C) an irrevocable
authorization and instruction to the Registrar to effect the exchange of the Series 2006
Bond to be purchased in whole or in part for other Series 2006 Bonds in an equal
aggregate principal amount so as to facilitate the sale of such Series 2006 Bond or portion
thereof to be purchased, and (D) an acknowledgment that such Holder will have no
further rights with respect to such Series 2006 Bond or portion thereof upon payment of
the Purchase Price thereof to the Paying Agent on the Purchase Date, except for the right
of such Holder to receive such Purchase Price and, if the Purchase Date coincides with an
Interest Payment Date and if such Holder was the Holder of that Series 2006 Bond on the
Record Date pertaining to that Interest Payment Date, such rights as the Holder may have
with respect to interest accrued to and unpaid on such Interest Payment Date, upon
surrender of such Series 2006 Bond to the Paying Agent, and that after the Purchase Date
such Holder will hold any undelivered certificate as agent for the Paying Agent.
The determination of the Paying Agent as to whether a notice of tender has been properly
delivered pursuant to the foregoing shall be conclusive and binding upon the Holder. The Paying
Agent may, with the approval of the City waive nonconforming tenders.
(c) Notice to City and Remarketing Agent of Series 2006 Bonds to be Remarketed.
Not later than 11:00 a.m. on the Business Day immediately following the date of receipt of any
notice of tender, in the case of Series 2006 Bonds bearing interest at a Weekly Rate, or
immediately upon such receipt, in the case of Series 2006 Bonds bearing interest at a Daily Rate,
the Paying Agent shall notify, by telephone promptly confirmed in writing or by Electronic
notice, the City, the Trustee, the Liquidity Facility Issuer, and the Remarketing Agent of the
principal amount of Series 2006 Bonds (or portions thereof) to be purchased and the date of
purchase.
Section 310. Mandatory Tenders for Purchase.
(a) Commercial Paper Rate Periods. Each Series 2006 Bond bearing interest at a
Commercial Paper Rate shall be subject to mandatory tender for purchase, on the Interest
Payment Date applicable to .such Series 2006 Bond, at a Purchase Price equal to 100% of the
principal amount thereof plus any interest accrued to the Purchase Date.
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(b) Conversion to Certain Rate Periods. On any Conversion Date pursuant to Section
202A(g), the Series 2006 Bonds to which such Conversion Date applies shall be subject to
mandatory tender for purchase on such Conversion Date at a Purchase Price equal to 100% of the
principal amount thereof (or, in the case of Series 2006 Bonds bearing interest at a Term Rate
that are tendered on a day on which those Series 2006 Bonds are subject to optional redemption
at a redemption price of more than 100% of the principal amount redeemed, at a Purchase Price
equal to that redemption price) plus (in the event that the Purchase Date is not an Interest
Payment Date) any interest accrued to the Purchase Date.
(c) Mandatory Tenders Relating to Liquidity Facility. Each Series 2006 Bond (other
than Bank Bonds and Series 2006 Bonds owned by or on behalf of the City) is subject to
mandatory tender for purchase:
(i) on the last Interest Payment Date prior to the Expiration Date,
(ii) on the Business Day preceding the effective date of any Alternate
Liquidity Facility if the delivery and effectiveness of that Alternate Liquidity Facility will
result in the reduction or withdrawal of the then current rating on the Series 2006 Bonds
by any Rating Service,
(iii) (A) on the Business Day following receipt by the Trustee from the
Liquidity Facility Issuer of written notice from the Liquidity Facility Issuer to the effect
that a Termination Event (as defined in the Liquidity Facility Agreement) has occurred
under the Liquidity Facility Agreement and as a consequence thereof, the Liquidity
Facility has terminated automatically, and (B) on the fifth Business Day preceding the
date on which the Liquidity Facility then in effect will terminate following receipt by the
Trustee from the Liquidity Facility Issuer of written notice from the Liquidity Facility
Issuer to the effect that an event of default which is not a Termination Event has occurred
under the Liquidity Facility Agreement and, as a consequence thereof, the Liquidity
Facility Issuer will terminate the Liquidity Facility, unless the City has elected to
discontinue maintenance of a Liquidity Facility and has met the requirements for such
election under Section 4A.01(a) or the City has delivered to the Trustee an Alternate
Liquidity Facility that (A) based on written evidence from any Rating Service then rating
the Series 2006 Bonds, will not result in (x) a withdrawal of its rating on the Series 2006
Bonds or (y) a reduction of its rating on the Series 2006 Bonds and (B) complies in all
other respects with the requirements for an Alternate Liquidity Facility set forth in
Section 4A.01, and
(iv) on the date on which the Liquidity Facility then in effect will terminate
following the City's voluntary termination of the Liquidity Facility unless the City has
elected to discontinue maintenance of a Liquidity Facility and has met the requirements
for such election under Section 4A.01(a) or the City has delivered to the Trustee an
Alternate Liquidity Facility that (A) based on written evidence from any Rating Service
then rating the Series 2006 Bonds, will not result in (x) a withdrawal of its rating on the
Series 2006 Bonds or (y) a reduction of its rating on the Series 2006 Bonds and (B)
complies in all other respects with the requirements for an Alternate Liquidity Facility set
forth in Section 4A.01.
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In the case of (i), (ii), (iii) or (iv) above, the existing Liquidity Facility will be drawn
upon to pay the Purchase Price, if necessary, rather than the Alternate Liquidity Facility, unless
in the case of (iii)(A) above the existing Liquidity Facility cannot be drawn upon with respect to
payment of the Purchase Price.
(d) Notice of Mandatory Tenders. No notice of a mandatory tender for purchase
under Section 310(a) shall be required to be given to the Holder of such Series 2006 Bond.
Notice of a mandatory tender for purchase under Section 310(b) shall be given to each Holder of
a Series 2006 Bond subject to such mandatory tender for purchase as provided in Section
202A(g)(iii).
With respect to a mandatory tender pursuant to Section 310(c)(i), the Trustee shall, not
later than 20 days prior to the last Interest Payment Date prior to the Expiration Date, give notice
to each affected Holder that such Holder's Series 2006 Bonds are subject to mandatory tender for
purchase on such Interest Payment Date. With respect to a mandatory tender pursuant to Section
310(c)(ii), the Trustee shall, not later than 20 days prior to the Business Day preceding the
effective date of any Alternate Liquidity Facility that will result in the reduction or withdrawal of
the then current rating on the Series 2006 Bonds by any Rating Service, give notice to each
affected Holder that such Holder's Series 2006 Bonds are subject to mandatory tender for
purchase on the Business Day preceding such effective date. With respect to a mandatory tender
pursuant to Section 3 10(c)(iii)(A), the Trustee shall, immediately upon receipt of written notice
from the Liquidity Facility Issuer to the effect that a Termination Event has occurred under the
Liquidity Facility Agreement and, as a consequence thereof, the Liquidity Facility has terminated
automatically, give written, telephonic (promptly confirmed in writing), facsimile, Electronic, or
telegraphic notice to each affected Holder that such Holder's Series 2006 Bonds are subject to
mandatory tender for purchase on the Business Day following the day on which such notice was
received by the Trustee. With respect to a mandatory tender pursuant to Section 3 10(c)(iii)(B),
the Trustee shall immediately upon receipt of written notice from the Liquidity Facility Issuer to
the effect that an event of default which is not a Termination Event has occurred under the
Liquidity Facility Agreement and the Liquidity Facility Issuer is terminating the Liquidity
Facility give written, telephonic (promptly confirmed in writing), facsimile, Electronic, or
telegraphic notice to each affected Holder that such Holder's Series 2006 Bonds are subject to
mandatory tender for purchase on the fifth Business Day preceding the termination date of the
Liquidity Facility. With respect to a mandatory tender pursuant to Section 310(c)(iv), the
Trustee shall not later than 15 days prior to the date on which the Liquidity Facility will be
terminated by the City (following receipt of notice of such termination by the City or the
Liquidity Facility Issuer), give notice to each affected Holder that such Holder's Series 2006
Bonds are subject to mandatory tender for purchase on the termination date of the Liquidity
Facility. In each case, such notice to Holders of such Series 2006 Bonds shall contain the same
type of information and shall be given in the same manner as set forth in Section 202A(g)(iii).
The failure by the Trustee to give any such notice of mandatory tender for purchase, or any
defect therein, shall not in any way change the rights of the Holders to have their Series 2006
Bonds purchased on any such mandatory tender date or extend the period during which Series
2006 Bonds may be mandatorily tendered for purchase. Any mandatory tender notice mailed as
provided for herein shall be conclusively presumed to have been given, whether or not the
Holder receives such notice.
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(e) Purchase Price. Series 2006 Bonds optionally or mandatorily tendered for
purchase shall be purchased at the price of 100% of the principal amount thereof plus any
interest accrued to the Purchase Date.
Section 311. Remarketing and Purchase of Tendered Bonds.
(a) Remarketing of Tendered Bonds. Unless otherwise instructed by the City, the
Remarketing Agent shall offer for sale and use its best efforts to find purchasers for all Series
2006 Bonds or portions thereof for which notice of tender has been received pursuant to Section
309(c) or which are subject to mandatory tender for purchase pursuant to Section 310 and will
use its best efforts to remarket any such Series 2006 Bonds as soon as possible but no later than
30 days after the date of their purchase. Any such Series 2006 Bonds shall be offered at the best
available price plus interest accrued, if any, to the Purchase Date; provided, however, that such
Series 2006 Bonds shall not be remarketed at a premium and shall be remarketed at a discount
only with the prior written consent of the City and the payment by the City pursuant to
subsection (b)(ii) of this Section 311 and to Section 312(b)(ii). Any Series 2006 Bonds
remarketed pursuant to this Section 311 shall be offered pursuant to terms that provide for the
payment of the Purchase Price for tendered Series 2006 Bonds by the Remarketing Agent to the
Paying Agent in immediately available funds at or before 10:30 a.m. on the Purchase Date. All
such remarketing proceeds shall be deposited directly into the Remarketing Proceeds Account of
the Series 2006 Bond Purchase Fund in accordance with this Section 311. Notwithstanding the
foregoing, the Remarketing Agent shall not sell any Series 2006 Bond as to which a notice has
been given by the Trustee of either (i) the conversion from one type of Rate Period to another
Rate Period or any other event triggering a mandatory tender for purchase or (ii) the redemption
thereof, unless the Remarketing Agent has advised the Person to whom the sale is made of such
proposed conversion, event, or redemption. Any purchaser so advised must deliver a notice to
the Paying Agent stating that such purchaser will purchase such Series 2006 Bonds on the related
tender date. Series 2006 Bonds tendered for purchase shall in no event be remarketed to the
City.
(b) Purchase of Tendered Bonds.
(i) Notice of Remarketed Bond. At or before 12:00 p.m. on the Purchase
Date in the case of tendered Series 2006 Bonds bearing interest at a Variable Rate, or
3:00 p.m. on the Business Day immediately preceding the Purchase Date in the case of
tendered Series 2006 Bonds bearing interest at a Term Rate, the Remarketing Agent shall
notify the Trustee, the Paying Agent, the Liquidity Facility Issuer and the City by
telephone or Electronically of the principal amount of tendered Series 2006 Bonds that
were remarketed and of the principal amount of tendered Series 2006 Bonds as to which
the Remarketing Agent has not found a purchaser. Promptly upon receiving such
information, but in any event no later than 12:30 p.m. on the date fixed for purchase, the
Remarketing Agent shall give notice to the Trustee and Paying Agent by telephone
(promptly confirmed in writing) or Electronically of the names, addresses and taxpayer
identification numbers of the purchasers, the denominations of Series 2006 Bonds to be
delivered to each purchaser and, if available, payment instructions for regularly
scheduled interest payments, or of any changes in any of the foregoing. Purchasers of
Series 2006 Bonds that have been remarketed shall be required to deliver the Purchase
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Price thereof directly to the Remarketing Agent not later than 10:00 a.m., on each
Purchase Date (whether optional or mandatory). By 10:30 a.m., on each Purchase Date
(whether optional or mandatory), the Remarketing Agent shall notify the Trustee, the
Paying Agent, the City and the Liquidity Facility Issuer of any Series 2006 Bonds that
have been remarketed for which payment has not been received.
(ii) Sources of Payment. The Remarketing Agent shall cause to be paid to the
Paying Agent on the date fixed for the purchase of Tendered Bonds, all amounts
representing proceeds of the remarketing of the total amount of Series 2006 Bonds
tendered for purchase, such payments to be made in the manner and at the time specified
in subsection 311(a). If Series 2006 Bonds are remarketed at a discount, the City shall
pay to the Trustee an amount equal to such discount on or before 9:00 a.m. If all such
amounts are not sufficient to pay the Purchase Price of such tendered Series 2006 Bonds
when due, the Trustee shall, by 12:30 p.m., upon receipt of the notices described in
subsection (b)(i) (or if such notice is not timely received, upon taking into account the
money on deposit in the various accounts of the Bond Purchase Fund pursuant to Section
312), direct the Liquidity Facility Issuer to make payment to the Trustee in accordance
with the terms of the Liquidity Facility Agreement and to the extent necessary after
taking into account money in its possession pursuant to Section 312, of an amount to pay
the Purchase Price of (i) any tendered Series 2006 Bonds not remarketed and (ii) any
tendered Series 2006 Bonds remarketed and for which payment has not been received;
the Liquidity Facility Issuer shall cause funds so demanded to be wired to the Trustee, not
later than 2:00 p.m., on the Purchase Date. If no Liquidity Facility is in effect with
respect to the Series 2006 Bonds, the Trustee shall, by 12:30 p.m., upon receipt of the
notices described in subsection (b)(i), direct the City to make payment to the Trustee to
the extent necessary after taking into account money in its possession pursuant to Section
312, of an amount to pay the Purchase Price of (i) any tendered Series 2006 Bonds not
remarketed and (ii) any tendered Series 2006 Bonds remarketed and for which payment
has not been received; and the City shall cause funds so demanded to be wired to the
Trustee, not later than 2:00 p.m., on the Purchase Date.
No payment shall be made under the Liquidity Facility Agreement for the payment of
Purchase Price with respect to Bank Bonds or Series 2006 Bonds owned by the City.
Any amounts received by the Trustee from the Liquidity Facility Issuer and not used to
pay the Purchase Price of Tendered Bonds shall be immediately returned to the Liquidity Facility
Issuer, but in no event later than 4:00 p.m. on the same day on which such funds were advanced.
(iii) Payments by the Trustee. At or before 1:30 p.m. on the date set for
purchase of Tendered Bonds and upon receipt by the Trustee of 100% of the aggregate
Purchase Price of the Tendered Bonds, the Trustee shall pay the Purchase Price of such
Series 2006 Bonds to the Holders thereof, upon presentation thereof at its designated
office or by wire transfer to any Depository. Such payments shall be made in
immediately available funds and shall be made from the sources, and in the priority, set
forth in Section 312(c).
M1AMI/4177359,6 49
(iv) Registration and Delivery of Tendered or Purchased Bond. On the date of
purchase, the Registrar shall register and deliver (or hold) the Series 2006 Bonds
remarketed on such Purchase Date as follows:
(A) Series 2006 Bonds purchased or remarketed by the Remarketing
Agent shall be registered and made available to the Remarketing Agent on or
before 3:00 p.m. on the Purchase Date in accordance with the instructions of the
Remarketing Agent;
(B) Series 2006 Bonds purchased with amounts provided pursuant to
the Liquidity Facility Agreement shall be registered in such name, held and
delivered as directed by the Liquidity Facility Issuer.
(v) Resale of Bonds Purchased by the Liquidity Facility Issuer. If any Series
2006 Bonds are registered to the Liquidity Facility Issuer or its designee pursuant to
Section 311(b)(iv), the Remarketing Agent shall offer for sale and use its best efforts to
sell such Series 2006 Bonds as provided in Section 311(a), unless the Liquidity Facility
Issuer shall have otherwise instructed the Remarketing Agent in writing. Such Series
2006 Bonds shall be released only upon written notice to the Trustee from the Liquidity
Facility Issuer that the Liquidity Facility has been reinstated. The proceeds received from
the remarketing of any Series 2006 Bonds registered to the Liquidity Facility Issuer or its
designee shall be paid by wire transfer and in immediately available funds on the
Purchase Date, through the Depository for so long as the Series 2006 Bonds are held in a
book entry system, to the Liquidity Facility Issuer or its designee.
(vi) Delivery of Series 2006 Bonds; Effect of Failure to Surrender Series 2006
Bond. All Series 2006 Bonds to be purchased on any date must be delivered to the
designated office of the Paying Agent at or before (A) 12:00 noon on the Purchase Date
in the case of Series 2006 Bonds accruing interest at a Weekly Rate; (B) 1:00 p.m. on the
Purchase Date in the case of Series 2006 Bonds bearing interest at a Daily or Commercial
Paper Rate; or (C) 2:00 p.m. on the Purchase Date in the case of Series 2006 Bonds
bearing interest at a Term Rate. If the Holder of any Series 2006 Bond (or portion
thereof) that is subject to purchase pursuant to this Section 311 fails to timely deliver
such Series 2006 Bond to the Paying Agent for purchase on the Purchase Date, and if the
Paying Agent is in receipt of the Purchase Price therefor, such Series 2006 Bond shall be
purchased on the day fixed for purchase thereof and ownership of such Series 2006 Bond
(or portion thereof) shall be transferred to the purchaser thereof as provided in Section
311(b)(iv). If on the Purchase Date the Trustee is in receipt of the Purchase Price for all
Series 2006 Bonds to be purchased on that Purchase Date, the Holder of any such Series
2006 Bond shall have no further rights thereunder except the right to receive the Purchase
Price thereof and, if the Purchase Date coincides with an Interest Payment Date and if
such Holder was the Holder of such Series 2006 Bond on the Record Date pertaining to
that Interest Payment Date, such rights as the Holder may have to interest accrued to and
unpaid on such Interest Payment Date, upon presentation and surrender of such Series
2006 Bond to the Trustee, and such Series 2006 Bond shall no longer be outstanding
under and entitled to the benefits of this Series 2006 Indenture. The Trustee, as to any
tendered Series 2006 Bonds that have not been delivered to it, shall promptly notify the
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Remarketing Agent and the Registrar of such nondelivery and the Registrar shall place a
stop transfer against an appropriate amount of Series 2006 Bonds registered in the name
of such Holder or Holders on the Register. The Registrar shall place such stop or stops,
commencing with the lowest serial number Registered in the name of such Holder or
Holders, until stop transfers have been placed against an appropriate amount of Series
2006 Bonds, which stop transfers shall not be removed until the appropriate Tendered
Bonds are delivered to the Trustee. Upon such delivery, the Trustee shall notify the
Registrar of such delivery, and the Registrar shall make any necessary adjustments to the
Register.
(c) Limitations on Purchase and Remarketing. Anything in this Series 2006
Indenture to the contrary notwithstanding, there shall be no purchase or remarketing of Series
2006 Bonds pursuant to this Section 311 if an Event of Default under Section 7.01(i) and (ii) of
the Master Indenture has occurred and is continuing. In the event Series 2006 Bonds are
required to be tendered for purchase on the last Interest Payment Date prior to the Expiration
Date as described in Section 310(c)(i), such Series 2006 Bonds shall not be remarketed unless
and until the term of the then existing Liquidity Facility has been extended or renewed or an
effective Alternate Liquidity Facility has been delivered to the Trustee or the City has elected to
discontinue the provision of a Liquidity Facility and has met the requirements for such election
pursuant to Section 4A.01(a). In the event that Series 2006 Bonds are required to be tendered for
purchase in the event that the Trustee has received written notice from the Liquidity Facility
Issuer to the effect that an event of default has occurred under the Liquidity Facility and the
Liquidity Facility Issuer is terminating the Liquidity Facility as described in Section 310(c)(iii),
such Series 2006 Bonds shall not be remarketed unless and until an effective Alternate Liquidity
Facility has been delivered to the Trustee or until the City has elected to discontinue the
provision of a Liquidity Facility in accordance with Section 4A.01. Unless the City has elected
to discontinue the provision of a Liquidity Facility in accordance with Section 4A.01, Series
2006 Bonds shall not be remarketed unless the Liquidity Facility Issuer has reinstated, or will
simultaneously reinstate, the amount available to be borrowed under the Liquidity Facility to an
amount sufficient to pay the Purchase Price for such Series 2006 Bonds. Any Tendered Bond
from the date notice of redemption is given through the date for such redemption or from the
date of notice of mandatory purchase of such Series 2006 Bond through the date for such
mandatory purchase shall not be remarketed except to a buyer who agrees at the time of such
purchase to deliver such Series 2006 Bond for redemption or purchase pursuant to this Series
2006 Indenture on the redemption or Purchase Date.
Section 312. Bond Purchase Fund: Purchase of Bonds Delivered to Paying Agent.
(a) The Bond Purchase Fund and the money therein shall be used to pay the Purchase
Price of Series 2006 Bonds purchased pursuant to this Article III and delivered as specified in
Section 311(b)(vi) and to make other payments pursuant to this Series 2006 Indenture. There are
hereby established with the Trustee within the Bond Purchase Fund four separate and segregated
accounts, to be designated "Remarketing Proceeds Account," "City Proceeds Account,"
"Liquidity Facility Proceeds Account" and "Bank Bonds Account." The Trustee may establish
such subaccounts within the Remarketing Proceeds Account as it may deem appropriate or
necessary to carry out the provisions of this Series 2006 Indenture. The Bond Purchase Fund
and the accounts and subaccounts therein shall be maintained as separate and segregated
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accounts and any money held therein shall not be commingled with money in any other such
account or subaccount or with any other funds of the Trustee, shall be held on and after any
Purchase Date solely for the benefit of the owners of Series 2006 Bonds purchased on such
Purchase Date pursuant to this Article III, shall not secure any other Series 2006 Bonds or be
available for any purpose except as described in this paragraph and shall not be invested. The
City shall not have any interest in the Remarketing Proceeds Account of the Bond Purchase
Fund.
(b) There shall be deposited into the accounts of the Series 2006 Bond Purchase Fund
from time to time the following:
(i) into the Remarketing Proceeds Account, only such money representing
proceeds from the resale by the Remarketing Agent of Series 2006 Bonds pursuant to this
Article III, to Persons other than the City delivered by the Remarketing Agent to the
Trustee and deposited directly therein;
(ii) (A) into the Liquidity Facility Proceeds Account, money obtained by
the Trustee as a result of payment under the Liquidity Facility then in effect to be applied
to pay the Purchase Price of Series 2006 Bonds; or
(B) if no Liquidity Facility is then in effect with respect to the Series
2006 Bonds or if the Liquidity Facility Issuer does not timely pay, into the City
Proceeds Account, money furnished by the City to pay the Purchase Price of the
Series 2006 Bonds; and
(iii) into the Bank Bonds Account, money representing payment by the City of
the Provider Rate as defined in the Master Indenture and pursuant to the Liquidity
Facility Agreement the Differential Interest Amount, which shall be held solely for the
benefit of the Liquidity Facility Issuer.
(c) On each date that some or all of the Series 2006 Bonds are to be purchased
pursuant to this Article III, such Series 2006 Bonds shall be purchased, but only from the funds
listed below, from the owners thereof. Funds for the payment of such Purchase Price shall be
derived from the following sources in the order of priority indicated:
(i) money held in the Remarketing Proceeds Account relating to those Series
2006 Bonds;
(ii) money held in the Liquidity Facility Proceeds Account relating to those
Series 2006 Bonds; and
(iii) money held in the City Proceeds Account relating to those Series 2006
Bonds and furnished by the City pursuant to Section 312(b)(ii)(B) above.
Anything herein to the contrary notwithstanding, neither the Trustee nor any Paying Agent is
obligated to use its own funds to purchase any Series 2006 Bonds hereunder.
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To the extent amounts are due and owing to the Liquidity Facility Issuer under the
Liquidity Facility Agreement, the proceeds of the remarketing of Bank Bonds shall be deposited
into the Bank Bonds Account and held by the Trustee for the account of, and solely for, the
Liquidity Facility Issuer, shall not be commingled with any other money held by the Trustee, as
appropriate, and shall be paid over immediately to the Liquidity Facility Issuer.
On each Interest Payment Date prior to the release of Bank Bonds held by the Trustee or
the Liquidity Facility Issuer or its designee, the Trustee shall apply money on deposit in the Debt
Service Fund to the payment of the principal of and interest on such Bank Bonds through direct
transfer thereof to the Liquidity Facility Issuer or its designee as provided in the Liquidity
Facility Agreement. Under no circumstances shall the Trustee request funds under the Liquidity
Facility for purposes of making any payment with respect to Bank Bonds or Series 2006 Bonds
owned by or on behalf of the City.
Section 313. Inadequate Funds for Tenders. If sufficient funds have not been
irrevocably deposited with the Trustee for purchases of Series 2006 Bonds pursuant to this
Article III for the purchase of all Series 2006 Bonds tendered on any Purchase Date or if any
condition precedent to a conversion of such Series 2006 Bonds is not met, the Trustee shall: (a)
return all Tendered Bonds to the Holders thereof; (b) return all money received for the purchase
of such Series 2006 Bonds to the Persons providing such money; and (c) notify the City, and the
Remarketing Agent of the return of such Series 2006 Bonds and money and the failure to make
payment for Tendered Bonds.
Section 314. Remarketing Agent. Morgan Stanley & Co. Incorporated is hereby
appointed as the initial Remarketing Agent for the Series 2006 Bonds under this Series 2006
Indenture. Such firm (or any successors thereto) shall be referred to herein as the "Remarketing
Agent" with respect to the Series 2006 Bonds.
The Remarketing Agent shall designate its principal office to the Trustee and signify its
acceptance of the duties and obligations imposed upon it hereunder by a written instrument of
acceptance delivered to the City and the Trustee (which written instrument may be in the form of
a remarketing agreement between the City and the Remarketing Agent) under which the
Remarketing Agent will agree to:
(a) determine the Applicable Variable Rates and the Commercial Paper Rate and
Term Rate Periods and give notice to the Trustee and the City of such Applicable Variable Rates
and such Rate Periods in accordance with Article II;
(b) keep such books and records with respect to its duties as Remarketing Agent as
are consistent with prudent industry practice and to make such books and records available for
inspection by the City and the Trustee at all reasonable times;
(c) use its best efforts to remarket Series 2006 Bonds in accordance with this Series
2006 Indenture and perform all other duties assigned to it hereunder;
(d) hold all Series 2006 Bonds delivered to it hereunder in trust for the benefit of the
respective Holders that have delivered such Series 2006 Bonds until money representing the
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Purchase Price of such Series 2006 Bonds has been delivered to or for the account of or to the
order of such Holders; and
(e) hold all money delivered to it hereunder for the purchase of Series 2006 Bonds in
trust for the benefit of the person or entity that has so delivered such money until the Series 2006
Bonds purchased with such money have been delivered to or for the account of such person or
entity.
Section 315. Qualification of Remarketing Agent. The Remarketing Agent must have a
capitalization of at least $50,000,000 and be authorized by law to perform all of the duties
imposed upon it by this Series 2006 Indenture. If at any time the Remarketing Agent is unable
or unwilling to act as a Remarketing Agent, the Remarketing Agent may resign upon the earlier
to occur of (i) the 3 0th day following receipt by the City, the Trustee and the Paying Agent of
written notice of resignation and (ii) the day of appointment by the City of a successor
Remarketing Agent pursuant hereto and acceptance of such appointment by such successor
Remarketing Agent. The Remarketing Agent may be removed at any time by the City upon 30
days' written notice signed by the City, with the consent of the Liquidity Facility Issuer, and
delivered to the Remarketing Agent, the Liquidity Facility Issuer, the Trustee and the Paying
Agent.
In the event of the resignation or removal of the Remarketing Agent, the City may, with
the consent of the Liquidity Facility Issuer (if any), appoint a successor Remarketing Agent
provided that the proposed Remarketing Agent meets the requirements of this Section 315, and,
if the Series 2006 Bonds are rated by Moody's or Standard & Poor's, such successor
Remarketing Agent shall either be rated at least Baa3 or P-3 by Moody's or BBB or A3 by
Standard & Poor's, as applicable, or be otherwise acceptable to Moody's or Standard & Poor's,
as applicable. That appointment shall take effect upon the successor Remarketing Agent
signifying its acceptance of the duties and obligations imposed upon it hereunder by a written
instrument of acceptance delivered to the City, the Paying Agent and the Trustee (which written
instrument may be in the form of a remarketing agreement between the City and that successor
Remarketing Agent) under which the successor Remarketing Agent agrees to the duties and
obligations set forth in Section 314.
In the event of the resignation or removal of the Remarketing Agent, the Remarketing
Agent shall pay over, assign and deliver any money and Series 2006 Bonds held by it in such
capacity to its successor or, if there is no successor, to the Trustee.
Notwithstanding anything to the contrary in this Section, any removal of the Remarketing
Agent by the City shall not take effect prior to the date that a successor Remarketing Agent has
been appointed by the City. The City agrees to maintain a Remarketing Agent with respect to
the Series 2006 Bonds at all times while the Series 2006 Bonds bear interest at a Variable Rate
other than a Dutch Auction Rate or a Term Rate.
Section 316. Appointment and Qualifications of Auction Agent; Resignation; Removal,
On or before the effective date of a Conversion to a Dutch Auction Rate Period, or upon the
resignation or removal of the Auction Agent, an Auction Agent shall be appointed by the City.
The Auction Agent shall evidence its acceptance of such appointment by entering into an
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Auction Agent Agreement with the City. The Auction Agent shall be (a) a bank or trust
company duly organized under the laws of the United States of America or any state or territory
thereof and having a combined capital stock, surplus and undivided profits of at least
$15,000,000 or (b) a member of the National Association of Securities Dealers, Inc., having a
capitalization of at least $15,000,000 and, in either case, authorized by law to perform all the
duties imposed upon it under the Auction Agent Agreement. The Auction Agent may at any
time resign and be discharged of the duties and obligations created by this Series 2006 Indenture
by giving notice as provided in the Auction Agent Agreement to the Trustee, the City and the
Broker -Dealer. The Auction Agent may be removed at any time by the City upon at least 30
days' notice; provided that the City shall have entered into an agreement in substantially the
form ofthe then current Auction Agent Agreement with a successor Auction Agent.
Section 317. Broker -Dealer. On or before the effective date of a Conversion to an
Auction Period, or upon the resignation or removal of the Broker -Dealer, a Broker -Dealer shall
be appointed by the City. Any such Broker -Dealer shall signify its acceptance of the duties and
obligations imposed on it hereunder as Broker -Dealer by the signing of the Broker -Dealer
Agreement. The Broker -Dealer may at any time resign and be discharged of the duties and
obligations created by this Series 2006 Indenture by giving notice as provided in the Broker -
Dealer Agreement to the Trustee, the Auction Agent and the City. The Broker -Dealer may be
removed at any time by the City upon at least 30 days' notice; provided that the City shall have
entered into an agreement in substantially the form of the then current Broker -Dealer Agreement
with a successor Broker -Dealer. During an Auction Period, all references in this Series 2006
Indenture to the Remarketing Agent shall, to the extent not inconsistent with the rights, duties
and obligations of the Broker -Dealer per se, be deemed to refer to the Broker -Dealer.
Section 318. Several Capacities. Anything herein to the contrary notwithstanding, the
same entity may serve hereunder as the Trustee, the Paying Agent, the Registrar, the Auction
Agent, the Remarketing Agent and the Broker -Dealer, and in any combination of such capacities
to the extent permitted by law. Any such entity may in good faith buy, sell, own, hold and deal
in any of the Series 2006 Bonds and may join in any action that any Bondholders may be entitled
to take with like effect as if such entity were not appointed to act in such capacity under this
Series 2006 Indenture.
ARTICLE IV
SPECIAL FUNDS AND INVESTMENTS
Section 401. Establishment of Funds. The City hereby establishes with the Trustee, the
Proceeds Fund and the Bond Purchase Fund, as described in Section 312. The Trustee may
establish within any fund or account separate accounts or subaccounts as the Trustee may deem
necessary or desirable.
Section 402. Proceeds Fund. There is hereby created by the City pursuant to the Master
Indenture and established with the Trustee the fund of the City designated its "The City of
Miami, Florida Non -Ad Valorem Variable Rate Refunding Revenue Bonds, 2006 Proceeds
Fund" (herein referred to as the "2006 Proceeds Fund"). The money deposited in the 2006
Proceeds Fund, together with all investments thereof and investment income therefrom, shall be
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held in trust and applied solely as provided in this Section. Within the 2006 Proceeds Fund there
is hereby created and established with the Trustee two separate accounts to be designated "The
City of Miami 2006 Escrow Account" (the "Escrow Account") and "The City of Miami 2006
Cost of Issuance Account" (the "Cost of Issuance Account").
The proceeds of the sale of the Series 2006 Bonds shall be deposited by the Trustee into
the 2006 Proceeds Fund and transferred by the Trustee on the date of issuance of the Series 2006
Bonds to (i) to the Escrow Account to pay at redemption the principal of, redemption premium
and interest on the Refunded Bonds; and (ii) to the Cost of Issuance Account in the amount
remaining after the transfer described in the preceding clause (i) in each case in the amounts and
as further provided in the City Order to authenticate and deliver the Series 2006 Bonds.
Section 403. Special Funds. There is hereby created by the City two Special Funds to
be held by the City and to be designated "The City of Miami, Florida Non -Ad Valorem Variable
Rate Refunding Revenue Bonds, 2006 — Hedge Receipt Fund" (the "Hedge Receipt Fund") into
which Hedge Receipts from the 2006 Counterparty under the Swap Agreement will be deposited;
and "The City of Miami, Florida Non -Ad Valorem Variable Rate Refunding Revenue Bonds,
2006 — Hedge Payments Fund" (the "Hedge Payment Fund") into which the City shall deposit
amounts necessary to make any Hedge Payments to the 2006 Counterparty under the Swap
Agreement. The City may use the amounts in the Hedge Receipt Fund for any lawful purpose,
including deposits to the Current Debt Service Fund under the Master Indenture.
Section 404. Investment of Moneys. Although the Master Indenture permits investment
of the Funds, Accounts and sub -accounts in Eligible Investments, the City covenants that
moneys in the Current Debt Service Fund shall be invested only in Eligible Investments
authorized by the 2006 Bond Insurer.
Section 405. Disposition of Fund Balances. After provision shall be made for the
payment of all Outstanding Series 2006 Bonds issued under this Series 2006 Indenture, including
the interest thereon, and for the payment of all Other Bond Service Charges required to be paid
under or in connection with this Series 2006 Indenture and the Master Indenture, including any
fees, charges and expenses of the Liquidity Facility Issuer under the Liquidity Facility
Agreement, the Trustee, if applicable, shall pay such funds to the City. If the City is holding
such funds under this Series 2006 Indenture, the City may use such amounts for. any lawful
purpose.
ARTICLE IVA
LIQUIDITY FACILITY
Section 4A.01. Liquidity Facility; Alternate Liquidity Facility.
(a) Maintenance of Liquidity Facility; Right to Discontinue. Upon the signing and
delivery of this Series 2006 Indenture, the City will cause the Initial Liquidity Facility to be
signed and delivered by the Liquidity Facility Issuer. Notwithstanding anything to the contrary
in this Series 2006 Indenture, the City may elect not to extend or renew an existing Liquidity
Facility or elect not to obtain an Alternate Liquidity Facility; provided that the City deliver to the
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Trustee, and the Remarketing Agent, at least 45 days prior to expiration or termination of the
Liquidity Facility then in effect the following: (i) written notice of its intention to discontinue
maintenance of a Liquidity Facility with respect to the Series 2006 Bonds; and (ii) notice from
each Rating Service then rating the Series 2006 Bonds that the discontinuance of a Liquidity
Facility will not result in a withdrawal or reduction of the then current ratings assigned to the
Series 2006 Bonds.
Not later than the Renewal Date, the City will deliver or cause to be delivered to the
Trustee either (i) evidence in form satisfactory to the Trustee that the Expiration Date of the then
existing Liquidity Facility has been extended and that the terms of the extended Liquidity
Facility are substantially the same as the then existing Liquidity Facility except as otherwise
permitted by this Section 4A.01 or (ii) evidence from each Rating Service then rating the Series
2006 Bonds, as described in Section 4A.01(c)(iii) and demonstration of compliance with the
other requirements as described in Section 4A.01(c), to the effect that the then existing Liquidity
Facility will be replaced with an Alternate Liquidity Facility meeting all the requirements of this
Section 4A.01 or (iii) notices and evidence of each Rating Service then rating the Series 2006
Bonds, as described in the preceding paragraph, that the City has elected to discontinue
maintenance of a Liquidity Facility. If the City fails to deliver such evidence of an extension of
the then existing Liquidity Facility or such notice of replacement of the then existing Liquidity
Facility with an Alternate Liquidity Facility or such notice of election to discontinue
maintenance of a Liquidity Facility, such evidence from each Rating Service then maintaining a
rating on the Series 2006 Bonds prior to the Renewal Date of the then existing Liquidity Facility,
the Series 2006 Bonds shall be subject to mandatory tender in accordance with Section 310(c) on
the Interest Payment Date preceding the Expiration Date. Any Alternate Liquidity Facility
entered into in connection with the Expiration Date shall be delivered to the Trustee not later
than the Renewal Date; provided, however, that any such Alternate Liquidity Facility so
delivered need not be effective until the Expiration Date of the then existing Liquidity Facility
but in any event shall be effective not later than the Expiration Date of the then existing
Liquidity Facility.
(b) Payments Under Liquidity Facility. The Trustee, which has been appointed the
agent of the City for such purpose, shall, upon the receipt of written information from the
Remarketing Agent pursuant to Section 311, as appropriate, direct the Liquidity Facility Issuer in
accordance with the terms of the Liquidity Facility to the extent necessary to provide for the
payment of the Purchase Price of Tendered Bonds. Immediately following such payment under
the Liquidity Facility, the Trustee shall use its best efforts to give telephonic notice to the City
that such a payment under the Liquidity Facility was made.
(c) Alternate Liquidity Facility. The City may arrange for the delivery to the Trustee
of an Alternate Liquidity Facility for the then existing Liquidity Facility. An Alternate Liquidity
Facility shall be a letter of credit, line of credit, standby bond purchase agreement, revolving
credit agreement, bond insurance policy, surety bond or similar liquidity, credit, credit
enhancement or support facility or combination thereof. The terms of the Alternate Liquidity
Facility shall in all respects material to the Bondholders be substantially the same (except for the
length of term, the annual interest rate used to determine the interest portion of the Stated
Amount of the Liquidity Facility, the number of days of interest coverage included within the
Stated Amount of the Liquidity Facility, the provision for commitment fees and other fees and
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the available commitment provided for such Alternate Liquidity Facility) as the Initial Liquidity
Facility. An Alternate Liquidity Facility shall expire no earlier than five days following an
Interest Payment Date. As used in this Series 2006 Indenture, an Alternate Liquidity Facility
does not include an extension of the then existing Liquidity Facility or an amendment or
supplement to the then existing Liquidity Facility if amended or supplemented in accordance
with Section 4A.01(i).
At least 45 days prior to the effective date of an Alternate Liquidity Facility, the City
shall give notice of such replacement to the Trustee, together with (i) the identity of the proposed
issuer of the Alternate Liquidity Facility and a proposed form of the Alternate Liquidity Facility,
(ii) an opinion of Bond Counsel stating that the signing and delivery of the proposed Alternate
Liquidity Facility will not adversely affect the validity or enforceability of the Series 2006 Bonds
in accordance with their terms (which opinion shall be confirmed on the effective date of such
Alternate Liquidity Facility) and (iii) written evidence (or such other evidence as is satisfactory
to the Trustee) from each Rating Service then rating the Series 2006 Bonds to the effect that such
Rating Service has reviewed the proposed Alternate Liquidity Facility and stating whether the
signing and delivery of the proposed Alternate Liquidity Facility will, by itself, result in (A) a
withdrawal by such Rating Service of its rating of the Series 2006 Bonds or (B) a reduction in
the then current rating assigned by such Rating Service to the Series 2006 Bonds. In addition to
the above described requirements, the City shall also deliver to the Trustee written evidence from
the then existing Liquidity Facility Issuer in form and substance satisfactory to the Trustee to the
effect that the Liquidity Facility charges due and owing to such Liquidity Facility Issuer from the
City under the then existing Liquidity Facility Agreement have been paid or provision for the
payment thereof satisfactory to such Liquidity Facility Issuer has been made. In the event that
any Rating Service then rating the Series 2006 Bonds states that it will withdraw or reduce the
rating assigned by such Rating Service to the Series 2006 Bonds as a result of the signing and
delivery of any proposed Alternate Liquidity Facility, the Series 2006 Bonds shall be subject to
mandatory tender in accordance with Section 310(c).
In addition to the above requirements, any Alternate Liquidity Facility delivered to the
Trustee must be accompanied by a written opinion of Counsel for the issuer of such Alternate
Liquidity Facility addressed to the City and the Trustee stating that such Alternate Liquidity
Facility is a legal, valid and binding obligation of such issuer and enforceable against such issuer
in accordance with its terms.
Whenever reference is made in this Series 2006 Indenture to actions occurring or to be
taken under the Liquidity Facility, such reference shall be deemed to include any Alternate
Liquidity Facility, as appropriate.
Notwithstanding anything to the contrary in this Series 2006 Indenture, the City may
elect not to extend or renew an existing Liquidity Facility or elect not to obtain an Alternate
Liquidity Facility, subject to the requirements for such election contained in Section 4A.01(a)
herein.
(d) Purchase If No Liquidity Facility. Unless the City has elected to discontinue
maintenance of a Liquidity Facility and has satisfied the requirements for such election under
Section 4A.01(a), the Trustee is required to purchase all Series 2006 Bonds pursuant to Section
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310(c) upon the failure of the City to furnish the Trustee with an Alternate Liquidity Facility
complying with the requirements of this Series 2006 Indenture prior to each Renewal Date
hereunder. The Purchase Price of such Series 2006 Bonds shall be equal to the principal amount
thereof plus, in either case, interest accrued to the Renewal Date, without premium. Notice shall
be given by the Trustee to the Rating Services then rating the Series 2006 Bonds if the Liquidity
Facility is scheduled to expire as described herein and no Alternate Liquidity Facility complying
with the requirements of this Series 2006 Indenture shall have been delivered to the Trustee on or
prior to a Renewal Date hereunder.
(e) Consent to Terminate Liquidity Facility. If at any time there shall have been
issued and delivered to the Trustee, either an effective Alternate Liquidity Facility meeting all
the requirements of this Section 4A.01 or an effective extension or restatement of the Liquidity
Facility then in effect, then the Trustee shall accept such Alternate Liquidity Facility, extension,
amendment or restatement and, promptly following the effective date of such Alternate Liquidity
Facility or such restatement, shall consent to terminate the Liquidity Facility then in effect.
For purposes of this paragraph an "effective" Alternate Liquidity Facility shall mean an
Alternate Liquidity Facility that may be drawn on to pay the Purchase Price for the Series 2006
Bonds (other than Bank Bonds or Series 2006 Bonds owned by the City) in accordance with this
Series 2006 Indenture.
Nothing in this subsection shall affect the right of the City to elect not to extend or renew
an existing Liquidity Facility or elect not to obtain an Alternate Liquidity Facility, so long as the
requirements for such election contained in Section 4A.01(a) are satisfied.
(f) Transfer of Liquidity Facility. The Trustee shall not sell, assign or otherwise
transfer its rights to obtain funds under the Liquidity Facility except to a successor Trustee
hereunder and in accordance with the terms of the Liquidity Facility.
(g) Terms of Initial Liquidity Facility. The Initial Liquidity Facility shall be a
standby bond purchase agreement providing for payments by the Liquidity Facility Issuer of
amounts up to (i) an amount equal to the outstanding principal amount of the Series 2006 Bonds
to be used to enable the Trustee to pay the portion of the Purchase Price equal to the principal
amount of the Series 2006 Bonds delivered or deemed delivered for purchase and not remarketed
plus (ii) an amount equal to 34 days' accrued interest on the Series 2006 Bonds (calculated at the
Maximum Interest Rate, based on a 365-day year) to be used to pay the portion of the Purchase
Price of the Series 2006 Bonds properly delivered or deemed delivered for purchase equal to the
accrued interest, if any, on such Series 2006 Bonds.
(h) Liquidity Facility Constitutes a "Credit Facility." The Initial Liquidity Facility is
a Credit Facility and the Liquidity Facility Agreement is a Credit Agreement for all purposes of
the Resolution and the Indenture and the amounts payable thereunder shall constitute Credit
Facility Charges and Payment Obligations under the Master Indenture.
(i) Amendment of Liquidity Facility. The Liquidity Facility may not be amended or
modified other than to (i) effect transfers thereof, (ii) effect extensions thereof, (iii) effect an
increase in the annual interest rate used to determine the interest portion of the amount of the
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Liquidity Facility, (iv) effect an increase in the available commitment under the Liquidity
Facility, (v) effect a change in the amount of the Liquidity Facility to include an amount
sufficient to pay premium on the Series 2006 Bonds, (vi) effect a change in the number of days
of interest coverage included in the amount of the Liquidity Facility so long as such change
otherwise complies with this Section 4A.01, (vii) effect reductions and reinstatements thereof,
(viii) effect a change in the fees thereunder or (ix) amend or waive any covenants of the City in
the Initial Liquidity Facility Agreement, all in accordance with the terms of the Liquidity Facility
as then in effect, without the prior written consent of the Trustee and written evidence from each
Rating Service then rating the Series 2006 Bonds stating that the amendment of the Liquidity
Facility will not result in a withdrawal by such Rating Service of its rating of the Series 2006
Bonds or a reduction in the then current rating assigned by such Rating Service to the Series
2006 Bonds.
Nothing in this subsection shall affect the right of the City to elect not to extend or renew
an existing Liquidity Facility or elect not to obtain an Alternate Liquidity Facility, so long as the
requirements for such election contained in Section 4A.01(a) are satisfied.
(j) Notices to Bondholders. The Trustee shall notify Bondholders by first class mail,
postage prepaid of the: (i) proposed delivery of any Alternate Liquidity Facility, at least 20 days
prior to the effective date of any Alternate Liquidity Facility that an Alternate Liquidity Facility
will secure the Series 2006 Bonds and will identify the new Liquidity Facility Issuer; and (ii)
City's election pursuant to Section 4A.01(a) to discontinue maintenance of a Liquidity Facility
with respect to the Series 2006 Bonds at least 30 days prior to termination of the Liquidity
Facility then in effect.
Section 4A.02. Series 2006 Bonds; Nonpresentment of Tendered Bonds.
In the event any Tendered Bonds shall not be presented for purchase and money
sufficient to pay the Purchase Price of such Tendered Bonds are held in the Bond Purchase Fund,
the Trustee shall segregate and hold such money in trust, without liability for interest thereon, for
the benefit of the Holders of such Tendered Bonds who shall, except as provided in Section 312,
thereafter be restricted exclusively to such money, for the satisfaction of any claim of whatever
nature on their part under this Series 2006 Indenture or on, or with respect to, those Tendered
Bonds. Tendered Bonds that shall not have been so presented for payment shall be deemed paid
for all purposes of this Series 2006 Indenture.
ARTICLE V
REMEDIES OF THE TRUSTEE AND HOLDERS OF
BONDS IN EVENT OF DEFAULT
Section 501. Events of Default under the Master Indenture. Any Event of Default
under the Master Indenture shall constitute an Event of Default hereunder.
Section 502. Additional Events of Default. In addition to Events of Default referred to
in Section 501 above, there shall be an Event of Default hereunder and an Event of Default under
Section 7.01(v) of the Master Indenture, if there is a default in the payment of the Purchase Price
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of any Series 2006 Bond when the same shall become due and payable, pursuant to the purchase
obligations set forth in Sections 309 or 310, or otherwise, except that a default in the payment of
the Purchase Price shall only constitute an Event of Default if such payment is not made within
one Business Day following the due date thereof.
ARTICLE VI
CONCERNING THE TRUSTEE
Section 601. Duties and Liabilities of Trustee. Except during the continuance of an
Event of Default, the Trustee undertakes to perform such duties and only such duties as are
specifically set forth in this Series 2006 Indenture or the Master Indenture and no implied
covenants or obligations shall be read into this Series 2006 Indenture against the Trustee.
Section 602. Liquidity Facility Issuer. Wachovia Bank, National Association, has been
appointed by the City to act as the Initial Liquidity Facility Issuer for the purposes herein
contemplated, and the Trustee has reviewed the terms and conditions of the Liquidity Facility.
The Trustee shall cooperate with the Registrar, the Paying Agent and the Liquidity
Facility Issuer to cause the necessary arrangements to be made and to be thereafter continued
whereby funds from the sources specified herein and in the Liquidity Facility will be made
available for the purchase or redemption of Series 2006 Bonds presented or required to be
presented at the designated corporate trust office of the Trustee in accordance herewith pursuant
to the Liquidity Facility.
Any Liquidity Facility Issuer hereunder shall be a bank or insurance or surety company
duly organized, or a branch of a foreign bank or insurance or surety company duly licensed,
under the laws of the United States of America or any state or territory thereof, having combined
capital stock, surplus and undivided profits of at least $50,000,000 and authorized by law to
perform all the duties contemplated by this Series 2006 Indenture or the Master Indenture to be
performed by the Liquidity Facility Issuer.
ARTICLE VII
SUPPLEMENTS AND AMENDMENTS
Section 701. Supplemental Series Indentures. All Supplements or amendments to this
Series 2006 Indenture shall be made in accordance with the provisions of the Master Indenture.
ARTICLE VIII
PROVISIONS FOR THE BENEFIT OF THE BOND INSURER
Section 801. Exercise of Certain Rights of Holders by the Bond Insurer. [TO COME]
Section 802. Provisions for the Benefit of the Bond Insurer. [TO COME]
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ARTICLE IX
MISCELLANEOUS
Section 901. Incorporation of Provisions of Master Indenture. All provisions of the
Master Indenture not inconsistent with the terms and conditions of this Series 2006 Indenture are
hereby incorporated herein by reference.
Section 902. Binding Effect. This Series 2006 Indenture shall inure to the benefit of
and shall be binding upon the Holders of the Series 2006 Bonds, the City and Trustee and the
respective successors and assigns, subject, however to the limitations contained herein.
Section 903. Counterparts. This Series 2006 Indenture may be executed in any number
of counterparts, each of which shall be regarded as an original and all of which shall constitute
but one and the same instrument.
Section 904. Survival of Representations and Warranties. All representations and
warranties of the City and the Trustee herein and in the Master Indenture shall survive the
execution and delivery hereof and the issuance and delivery of the Series 2006 Bonds issued
hereunder.
Section 905. Effective Date. This Series 2006 Indenture is dated the date first
appearing above for purposes of convenience of reference, but shall not become effective
simultaneously with the issuance of the Series 2006 Bonds.
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IN WITNESS WHEREOF, the City and the Trustee have caused this Series 2006
Indenture to be signed on their behalf by their duly authorized representatives as of the date first
written above.
CITY OF MIAMI, FLORIDA
By:
City Manager
The form and legality of the Series 2006 Attest:
Indenture are hereby approved
By:
By: City Clerk
City Attorney
U.S. BANK NATIONAL ASSOCIATION
By:
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