HomeMy WebLinkAboutExhibitEXHIBIT A
SERIES 2008 INDENTURE
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SS&D DRAFT #3
08/26/08
SERIES 2008 INDENTURE
between
CITY OF MIAMI, FLORIDA
and
U.S. BANK NATIONAL ASSOCIATION,
As Trustee
Relating to
City of Miami, Florida
Non -Ad Valorem Refunding Revenue Bonds,
Taxable Pension Series 2008
Dated as of
September 1, 2008
TABLE OF CONTENTS
Page
ARTICLE I
DEFINITIONS AND OTHER PROVISIONS OF GENERAL APPLICATION
Section 101. Definitions 3
Section 102. Effect of Headings and Table of Contents 6
Section 103. Form of Documents Delivered to Trustee 6
Section 104. Acts of Bondholders 7
Section 105. Notices, etc., to Trustee, City, etc 7
Section 106. Notices to Bondholders; Waiver 8
Section 107. Successors and Assigns 8
Section 108. Severability Clause 8
Section 109. Benefits of Indenture 8
Section 110. Governing Law 8
Section 111. Times 8
Section 112. Additional Notices to Rating Services 9
ARTICLE II
AUTHORIZATION AND TERMS OF BONDS; ISSUANCE AND FORM OF BONDS
Section 201. Authorization of Bonds 9
Section 202. Terms of Bonds 9
Section 203. Form of Bonds 10
Section 204. Book -Entry Only System 10
Section 205. Successor Depository; Transfers Outside Book -Entry Only System 10
Section 206. Payment of Interest on Series 2008 Bonds; Interest Rights Preserved 11
ARTICLE III
REDEMPTION
Section 301. Redemption 12
Section 302. Election to Redeem; Notice to Trustee 12
Section 303. Partial Redemption; Selection by Trustee of Bonds to be Redeemed 13
Section 304. Notice of Redemption 13
Section 305. Deposit of Redemption Price 14
Section 306. Bonds Payable on Redemption Date 14
Section 307. Bonds Redeemed in Part 15
ARTICLE IV
SPECIAL FUNDS AND INVESTMENTS
Section 401. Establishment of Funds 15
Section 402. Proceeds Fund 15
Section 403. [Debt Service Reserve Fund] 16
Section 404. Investment of Moneys 16
Section 405. Disposition of Fund Balances 16
TABLE OF CONTENTS
(continued)
Page
ARTICLE V
REMEDIES OF THE TRUSTEE AND HOLDERS OF BONDS IN EVENT OF DEFAULT
Section 501. Events of Default under the Master Indenture 16
ARTICLE VI
CONCERNING THE TRUSTEE
Section 601. Duties and Liabilities of Trustee 16
Section 602. Liens 16
Section 603. [Bond Insurance 17
ARTICLE VII
SUPPLEMENTS AND AMENDMENTS
Section 701. Supplemental Series Indentures 17
ARTICLE VIII
MISCELLANEOUS
Section 801. Incorporation of Provisions of Master Indenture 17
Section 802. Binding Effect 17
Section 803. Counterparts 17
Section 804. Survival of Representations and Warranties 17
Section 805. Effective Date 17
EXHIBIT A — FORM OF SERIES 2008 PENSION BOND
SERIES 2008 INDENTURE
THIS SERIES 2008 INDENTURE, dated as of September 1, 2008, 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
Miami, 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 $30,875,000 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, as 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 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 "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, as amended on October 27,
2006; and
WHEREAS, pursuant to the Swap Agreement, the Counterparty had exercised its option
to initiate the Swap; and
WHEREAS, the City adopted Resolution No. R-06-0671 (the "2006 Series Resolution")
on November 9, 2006, which provided for the issuance of $30,615,000 Non -Ad Valorem
Variable Rate Refunding Revenue Bonds, Taxable Pension Series 2006 (the "Series 2006
Bonds"), as Variable Rate Bonds as defined and pursuant to the Master Indenture and a Series
2006 Indenture dated as of December 1, 2006 between the City and the Trustee (collectively, the
"2006 Indenture"); and
WHEREAS, due to the recent downgrade of MBIA Insurance Corporation and the
increase in the variable rate interest rate on the Series 2006 Bonds, the City adopted Resolution
No. R-08- (the "2008 Series Resolution") on September 11, 2008, which authorized the
issuance of not to exceed $ Non -Ad Valorem Refunding Revenue Bonds, Taxable
Pension Series 2008 (the "Series 2008 Bonds"), as Fixed Rate Bonds as defined in and pursuant
to the Master Indenture and this Series 2008 Indenture (the "Series 2008 Indenture" and, together
with the Master Indenture, the "Indenture") dated as of September 1, 2008 between the City and
the Trustee, among other things has determined to refund all of the Series 2006 Bonds.
GRANTING CLAUSES
NOW, THEREFORE, THIS SERIES 2008 INDENTURE WITNESSETH, that in
consideration for and to secure the payment of the Series 2008 Bonds and to secure the
performance and observance of all the covenants contained in the Series 2008 Bonds, in the
Master Indenture, and in this Series 2008 Indenture and to declare the terms and conditions upon
and subject to which the Series 2008 Bonds are to be issued and to declare the manner in which
the foregoing are to be secured and enforced, and in consideration of the premises, the
acceptance by the Trustee of the trusts created by the Master Indenture and this Series 2008
Indenture and in consideration of the purchase and sale of the Series 2008 Bonds by the Original
Purchasers and subsequent holders of the Series 2008 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 2008
Bonds and Additional Bonds issued from time to time, and have executed and delivered this
Series 2008 Indenture, and by this Series 2008 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 2008 Bonds, the Debt Service thereon 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 2008
Bonds, the indemnity of the Trustee and any other Fiduciaries which may be appointed from
time to time with respect to the Series 2008 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 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 IT IS HEREBY COVENANTED AND DECLARED that the Trust Estate, and
Additional Security with respect to the Series 2008 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 2008 Bonds except as herein otherwise
expressly provided, as follows:
ARTICLE I
DEFINITIONS AND OTHER PROVISIONS OF GENERAL APPLICATION
Section 101. Definitions. (a) For all purposes of this Series 2008 Indenture, except as
otherwise expressly provided or unless the context otherwise requires:
(1) "This Series 2008 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 2008 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 2008 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 2008 Indenture:
"Authorized Denominations" shall mean with respect to a Series 2008
Bond $5,000 or any integral multiple thereof.
"Blended Treasury Yield" means, with respect to the Series 2008 Bonds of
such maturity and interest rate, the yield computed by the linear interpolation of
two Market Treasury Yields such that the theoretical maturity that corresponds to
the interpolated Market Treasury Yield equals the date that corresponds to the
remaining average life of the Series 2008 Bonds of such maturity and interest rate
to be redeemed. The first Market Treasury Yield shall be based on an actively
traded U.S. Treasury Security or U.S. Treasury index whose maturity is closest to
but no later than the date corresponding to the remaining average life of the Series
2008 Bonds of such maturity and interest rate to be redeemed; the second Market
Treasury Yield shall be based on an actively traded U.S. Treasury Security or
U.S. Treasury index whose maturity is closest to but no earlier than the date
corresponding to the remaining average life of the Series 2008 Bonds of such
maturity and interest rate to be redeemed.
"Bond Documents" means the Master Indenture, this Series 2008
Indenture, the Series 2008 Bonds, the Bond Purchase 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.
"Bondholder" or "Holder" means a Person in whose name a Series 2008
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 or the Paying 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.
"City Manager" means the City Manager of the City or in his absence or
inability to perform such officer of the City as inay be designated by the City
Manager.
"Closing Date" means the date on which the Series 2008 Bonds are first
authenticated and delivered to the Original Purchasers thereof against payment
therefor.
"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
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.
"Discounted Value" means, with respect to each outstanding maturity of
the Series 2008 Bonds to be redeemed, the sum of the amounts obtained by
discounting all remaining scheduled payments of principal and interest (exclusive
of interest accrued to the date of redemption) on such maturity from their
respective scheduled payment dates to the applicable redemption date, at a yield
(computed on a semiannual basis, assuming a 360-day year consisting of twelve
30-day months) equal to the applicable Discount Yield.
"Discount Yield" means, with respect to each maturity and interest rate of
the Series 2008 Bonds to be redeemed on a particular date, the Blended Treasury
Yield determined with respect to the Series 2008 Bonds of such maturity and
interest rate, plus [ ] per annum for the Series 2008 Term Bond maturing on
December 1, 2018 and plus [ ] per annum for the Series 2008 Term Bond
maturing on December 1, 2025. The Discount Yield will be calculated assuming
semiannual compounding based upon a 360-day year consisting of twelve 30-day
months.
["Debt Service Reserve Fund" means the Debt Service Reserve Fund
created by Section 403 hereof.]
"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 2008 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 2008 Bonds or Debt
Service, and to effect transfer of Series 2008 Bonds, in book entry form.
"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 2008 Indenture.
"Indenture" or "Trust Indenture" means collectively, this Series 2008
Indenture and the Master Indenture as it may be amended from time to time in
accordance with its terms.
"Interest Payment Date" means each June 1 and December 1, commencing
on December 1, 2008.
"Market Treasury Yield" means that yield, assuming semi-annual compounding
based upon a 360-day year consisting of twelve 30-day months, which is equal to: (i) the
yield for the applicable maturity of an actively traded U.S. Treasury security, reported, as
of 11:00 a.m., Eastern time, on the Valuation Date on the display designated as "Page
PX1" of the Bloomberg Financial Markets Services Screen (or, if not available, any other
nationally recognized trading screen reporting on-line intraday trading in U.S. Treasury
securities); or (ii) if the yield described in (i) above is not reported as of such time or the
yield reported as of such time is not ascertainable, the most recent yield data for the
applicable U.S. Treasury maturity index from the Federal Reserve Statistical Release
H.15 Daily Update (or any comparable or successor publication) reported, as of 11:00
a.m., Eastern time, on the Valuation Date; or (iii) if the yields described in (i) and (ii)
above are not reported as of such time or the yields reported as of such time are not
ascertainable, the yield for the applicable maturity of an actively traded U.S. Treasury
security shall be based upon the average of yield quotations for such security (after
excluding the highest and lowest quotations) as of 3:30 p.m.. Eastern time, on the
Valuation Date received from no less than five primary dealers in U.S. government
securities selected by the Treasurer. Each yield quotation for each actively traded U.S.
Treasury security required in (i) and (iii) above shall be determined using the average of
the bid and ask prices for that security.
"Maturity" when used with respect to any Series 2008 Bond means the
date on which the principal of such Series 2008 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.
"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 2008 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 2008 Bonds, J.P.
Morgan Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated,
SunTrust Robinson Humphrey, Inc., Raymond James & Associates, Inc. and Banc
of America Securities, LLC.
"Place of Payment" means the City or any other city designated as such in
the Series 2008 Bonds.
"Refunded Bonds" means all of the Series 2006 Bonds.
"Regular Record Date" means the close of business on the fifteenth day of
the month preceding an Interest Payment Date.
"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.
"Reserve Requirement" means an amount equal to the Maximum Annual
Debt Service on the Series 2008 Bonds, calculated on their date of issuance or
such other amount as determined on the date of sale of the Series 2008 Bonds.
"Responsible Officer" when used with respect to the Trustee means the
officer of the Trustee having direct responsibilities for the administration of this
Series 2008 Indenture.
"Series 2008 Bonds" means the City's Non -Ad Valorem Refunding
Revenue Bonds, Taxable Pension Series 2008 initially authorized to be issued
pursuant to Section 201 of this Series 2008 Indenture and any Series 2008 Bonds
issued upon transfer thereof or in exchange therefor or in lieu thereof in
accordance with the provisions of this Series 2008 Indenture.
"Special Record Date" means, with respect to any Series 2008 Bond, the
date established by the Trustee in connection with the payment of defaulted
interest on that Series 2008 Bond as provided in Section 206 of this Series 2008
Indenture.
"State" means the State of Florida.
"Stated Maturity" when used with respect to any Series 2008 Bond or any
installment of interest thereon means the date specified in such Series 2008 Bond
as the fixed date on which the principal of such Series 2008 Bond or such
installment of interest is due and payable.
"Trust Estate" means the Covenant Revenues that are on deposit in the
Current Debt Service Fund and any other cash and investments on deposit in the
Current Debt Service Fund and investment income thereon.
"Trustee" means U.S. Bank, National Association, a national banking
association having a corporate trust office in [Fort Lauderdale], [Miami], Florida,
serving as trustee pursuant to this Series 2008 Indenture.
["2008 Bond Insurance Policy" means the financial guaranty
insurance policy issued by the 2008 Bond Insurer with respect to the Series
2008 Bonds.]
["2008 Bond Insurer" means
"2008 Proceeds Fund" means the fund described in Section 402 hereof.
"Valuation Date" means the seventh Business Day preceding the
redemption date.
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.
Where any Person is required to make, give or execute two or more applications,
requests, consents, certificates, statements, opinions or other instruments under this Series 2008
Indenture, they may, but need not, be consolidated and form one instrument.
Section 104. Acts of Bondholders. (a) Any request, demand, authorization, direction,
notice, consent, waiver or other action provided by this Series 2008 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 inbti uinent or instruments. Proof of execution -of any—sueh instrument or of a
writing appointing --any such agent, shall be sufficient for any purpose of this Series 2008
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. The fact and date of the execution of any such instrument or
writing, or the authority of the person executing the same, may also be proved in any other
manner which the Trustee deems sufficient.
(c) The ownership of Series 2008 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 2008 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 2008 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 2008 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 the Trustee at its corporate trust office located at 200 South
Biscayne Boulevard, Suite 1870, Miami, Florida 33131, or if given by telecopier to (305)
350-1746 or at such other location previously furnished in writing by the Trustee to any
such Person, or
(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.
Notices to the Trustee are only effective upon receipt.
Section 106. Notices to Bondholders: Waiver. Where this Series 2008 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 2008 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 2008 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 2008 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 2008
Indenture by the City and the Trustee shall bind their respective successors and assigns, whether
so expressed or not.
Section 108. Severability Clause. In case any provision in this Series 2008 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 2008 Indenture, the Master
Indenture or in the Series 2008 Bonds, express or implied, shall give to any Person, other than
the parties hereto, and their successors hereunder and the Holders of Series 2008 Bonds, any
benefit or any legal or equitable right, remedy or claim under this Series 2008 Indenture.
Section 110. Governing Law. This Series 2008 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 2008 Indenture shall
refer to New York, New York time, except where otherwise expressly indicated.
Section 112. 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 2008 Bonds: (i) any change in the Trustee, or Paying
Agent; (ii) any amendment or supplement to this Series 2008 Indenture or the Master Indenture;
(iii) any acceleration, redemption or defeasance of all of the Outstanding Series 2008 Bonds.
To the extent that the following entities are, at such time, a Rating Service with respect to
the Series 2008 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: 212.43 8.798 9
Fax: 212.438.2157
E-mail: pubfin_structured@a standardandpoors.com
(b)
Moody's Investors Service
99 Church Street
New York, NY 10007
Attention: Municipal Structured Products Group
Fax: 212.553.1066
ARTICLE II
AUTHORIZATION AND TERMS OF BONDS;
ISSUANCE AND FORM OF BONDS
Section 201. Authorization of Bonds. No bonds other than the Series 2008 Bonds shall
be issued under this Series 2008 Indenture. The Series 2008 Bonds shall be issued in one series
designated as "City of Miami, Florida Non -Ad Valorem Refunding Revenue Bonds, Taxable
Pension Series 2008". The Series 2008 Bonds shall be numbered separately from R-1 upward.
The Series 2008 Bonds shall be issued only in fully registered form in Authorized
Denominations. The Series 2008 Bonds shall be equally and ratably secured by and entitled to
the protection of this Series 2008 Indenture.
Section 202. Terms of Bonds. The Series 2008 Bonds shall be issued in the aggregate
principal amount of $ . The Series 2008 Bonds shall be dated the date of their
initial issuance and shall bear interest from such date. The Series 2008 Bonds shall mature on
December 1, in the following years at the following rates:
Year
Principal Interest
Amount Rate
Year
Principal Interest
Amount Rate
Section 203. Form of Bonds. The Series 2008 Bonds and the certificate of
authentication thereon shall be in substantially the form set forth in Exhibit A, which is part of
this Series 2008 Indenture. The Series 2008 Bonds may also have such appropriate insertions,
omissions, substitutionsand other variations as are required or permitted by this Series 2008
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 2008 Bonds, as evidenced by their
signing of the Series 2008 Bonds. Any portion of the text of any Series 2008 Bonds may be set
forth on the reverse thereof, with an appropriate reference thereto on the face of the Series 2008
Bonds.
Section 204. Book -Entry Only System. The Series 2008 Bonds shall be registered to
participate in a book -entry only system with the Depository. Except as provided in Section 205,
any Series 2008 Bond issued in exchange for or in lieu of any Series 2008 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 2008 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 2008 Bonds (an "Indirect Participant"). Without limiting the immediately
preceding sentence, while the Depository is the Holder of all of the Series 2008 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 2008
Bonds, including any notice of redemption of the Series 2008 Bonds or (3) the payment to any
Person, other than the Depository, of any amount with respect to the Series 2008 Bonds while the
Depository is the Holder of the Series 2008 Bond.
Any provision of this Series 2008 Indenture to the contrary notwithstanding, so long as
the Series 2008 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 2008 Bonds
and all notices with respect to the Series 2008 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 2008 Bonds that they be able to obtain
certificates evidencing their ownership of Series 2008 Bonds, the City shall notify the Trustee
and the Depository of the availability within a reasonable period of time through the Depository
of Series 2008 Bond certificates and the Series 2008 Bonds shall no longer be restricted to being
registered in the name of the nominee of Depository. At that time, the City may determine
that the Series 2008 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 2008 Bonds shall be registered, at the City's expense, in whatever name or names the
Holders of Series 2008 Bonds transferring or exchanging Series 2008 Bonds shall designate, in
accordance with the provisions hereof.
Section 206. Payment of Interest on Series 2008 Bonds; Interest Rights Preserved.
Interest on any Series 2008 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 2008 Bond
(or any predecessor Series 2008 Bond therefor) is registered at the close of business on the
Regular Record Date for such interest.
Any interest on any Series 2008 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 2008 Bonds (or their respective
predecessor Series 2008 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 2008 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
to be mailed, first class postage prepaid, to each Holder of Series 2008 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 be paid to the Persons in whose names the
Series 2008 Bonds (or their respective predecessor Series 2008 Bonds) are registered on such
Special Record Date.
Subject to the foregoing provisions of this Section, each Series 2008 Bond delivered
under this Series 2008 Indenture upon transfer of or in exchange for or in lieu of any other Series
2008 Bond shall carry the rights to interest accrued and unpaid, and to accrue, which were
carried by such other Series 2008 Bonds.
ARTICLE III
REDEMPTION
Section 301. Redemption.
(a) Optional Redemption of Bonds. [The Series 2008 Bonds maturing prior to
December 1, 20_, are not subject to redemption prior to their respective dates of maturity. The
Series 2008 Bonds maturing on and after December 1, 20_, may be redeemed at the option of
the City from any moneys legally available for such purpose, either in whole or in part at any
time, in any order of maturities selected by the City (and by lot within a maturity), at the
redemption price equal to 100% of the principal amount of Series 2008 Bonds to be redeemed,
plus accrued interest in the redemption date.]
[The Series 2008 Bonds are subject to optional redemption and payment at any time, at the
option of the City, as a whole or in part at a redemption price equal to the greater of (i) 100% of
the principal amount thereof or (ii) the Discounted Value thereof, together, in either case, with
accrued interest to the redemption date. The City may select amounts and maturities or portions
of maturities of Series 2008 Bonds for optional redemption at the City's sole discretion, except
that any redemption of Term Bonds will reduce pro rata any remaining sinking fund redemption
amounts of the Term Bonds remaining outstanding. All calculations and determinations referred
to in this section with respect to Discounted Value, except as provided in the preceding
sentence, will be made by a Financial Advisor selected by the City.]
(b) Mandatory Sinking Fund Redemption. The Series 2008 Bonds maturing on
December 1, 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.
Year
*Maturity
Amortization
Requirement
Year
Amortization
Requirement
However, the principal amount of the Series 2008 Bonds required to be redeemed on
each such sinking fund redemption date shall be reduced by the principal amount of the Series
2008 Bonds specified by the 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
2008 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 2008 Bonds shall be delivered to the Trustee. In case of any redemption at the
election of the City of less than all of the Series 2008 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 the principal amount of Series 2008
Bonds to be redeemed. The City may condition any election to redeem Series 2008 Bonds upon
the receipt 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 2008 Bonds are to be redeemed, the City Manager upon written
direction to the Trustee shall select from all the outstanding Series 2008 Bonds, the Series 2008
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 2008 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 2008 Bond as provided in Section 304, and the
selection of the beneficial interests in that Series 2008 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
2008 Bonds by lot when Series 2008 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 2008 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 2008 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 2008 Bond shall surrender the Series 2008
Bond to the Trustee (i) for payment of the redemption price of the unit or units of the lowest
Authorized Denomination called for redemption (including without limitation, the interest
accrued to the date fixed for redemption), and (ii) for issuance, without charge to the Holder
thereof, of a new Series 2008 Bond or Series 2008 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 2008 Bond surrendered.
Section 304. Notice of Redemption. Notwithstanding anything to the contrary
contained in the Master Indenture, with respect to Series 2008 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 2008 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 2008 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 2008 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 2008 Bonds selected for redemption that has not surrendered the
Series 2008 Bonds called for redemption, at his last address appearing in the Register.
So long as all Series 2008 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 2008 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 2008 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 2008 Bonds and the CUSIP number, certificate number (and
in the case of partial redemption, the respective principal amounts), and interest rates of
the Series 2008 Bonds to be redeemed,
(4) if applicable (in the case of optional redemption only), that such
redemption is conditioned upon proceeds of refunding bonds or notes being deposited
with the Trustee or with a paying agent in an amount sufficient to pay the redemption
price of all the Series 2008 Bonds that are to be redeemed on such date,
(5) except as provided in (4), that on the redemption date the redemption price
will become due and payable upon such Series 2008 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
2008 Bonds, including the place where such Series 2008 Bonds are to be surrendered for
payment of the redemption price and an applicable telephone number.
Notice of redemption of Series 2008 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. On or 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 2008 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 2008 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 2008 Bonds shall cease to bear interest. Upon
surrender of any such Series 2008 Bond for redemption in accordance with said notice, such
Series 2008 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 2008 Bonds registered as such on the relevant Record Dates according to their terms.
If any Series 2008 Bond called for redemption shall not be so paid upon surrender thereof
for redemption, the principal shall, until paid, bear interest from the redemption date at the rate
borne by the Series 2008 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 2008 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 2008 Bonds.
Section 307. Bonds Redeemed in Part. Any Series 2008 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 2008 Bond without service
charge, a new Series 2008 Bond or Series 2008 Bonds of the same interest rate and maturity and
MIAMI/4225805.3
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 2008 Bond so
surrendered. Non -presentment may be waived for partially redeemed bonds held by the
Depository as described in the Representation Letter.
ARTICLE IV
SPECIAL FUNDS AND INVESTMENTS
Section 401. Establishment of Accounts and Subaccounts. 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 Refunding Revenue Bonds, 2008 Proceeds Fund" (herein
referred to as the "2008 Proceeds Fund"). The money deposited in the 2008 Proceeds Fund,
together with all investments thereof and investment income therefrom, shall be held in trust and
applied solely as provided in this Section. Within the 2008 Proceeds Fund there is hereby
created and established with the Trustee three separate accounts to be designated "The City of
Miami 2008 Redemption Account" (the "Redemption Account"), "The City of Miami 2008 Cost
of Issuance Account" (the "Cost of Issuance Account") and "The City of Miami Swap
Termination Account" (the "Swap Account").
The proceeds of the sale of the Series 2008 Bonds in the amount of $ shall be
deposited by the Trustee into the 2008 Proceeds Fund and transferred by the Trustee on the date
of issuance of the Series 2008 Bonds (i) $ to the deposit of the Redemption Account to
pay at redemption the principal of and interest on the Refunded Bonds; (ii) $ to
the deposit of the Swap Account to pay the Swap Termination Payment to the Counterparty (iii)
$ to the deposit of the Debt Service Reserve Fund for the Series 2008 Bonds and (iv)
$ to the deposit of the Cost of Issuance Account in the amount remaining after the
transfer described in the preceding clause (i), (ii) and (iii) in each case in the amounts and as
further provided in a certificate to be provided on the Closing Date to authenticate and deliver
the Series 2008 Bonds.
Section 403. jDebt Service Reserve Fund. There is hereby created and pledged to the
Trustee on behalf of the Holders of the Series 2008 Bonds, in its capacity as Paying Agent a fund
relating to the Series 2008 Bonds which is designated "The City of Miami, Florida Non -Ad
Valorem Refunding Revenue Bonds, Series 2008 - Debt Service Reserve Fund" (the "Debt
Service Reserve Fund"), the purpose of which is to provide additional security for the Series
2008 Bonds. The sole asset of the Debt Service Reserve Fund shall be [the cash and
investments][the Reserve Facility]. [The City has received a from as
Reserve Facility Provider. The Debt Service Reserve Fund shall be funded in an amount equal
to the Reserve Requirement for the Series 2008 Bonds. All investments in the Debt Service
Reserve Fund shall be valued annually on each anniversary date of the Closing Date. To the
extent that the value of the cash and all investments on deposit in the Debt Service Reserve Fund
MIAMI/4225805.3
falls below the Reserve Requirement, the City shall be required to make deposits to fund any
deficiency in 12 equal monthly installments (the "Bond Reserve Deposit" ).][To be determined]
Section 404. Investment of Moneys.
[Current Debt Service Fund. 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 2008
Bond Insurer.]
Section 405. Disposition of Fund Balances. After provision shall be made for the
payment of all Outstanding Series 2008 Bonds issued under this Series 2008 Indenture, including
the interest thereon, the Trustee shall pay such funds to the City. If the City is holding such
funds under this Series 2008 Indenture, the City may use such amounts for any lawful purpose.
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.
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 2008- Indenture or the Master Indenture and no implied
covenants or obligations shall be read into this Series 2008 Indenture against the Trustee.
Section 602. Liens. The Trustee shall have no claim or lien upon the Proceeds Fund or
any accounts therein for Fiduciary Charges.
Section 603. fBond Insurance. The Trustee shall not cancel or terminate for any reason
the 2008 Bond Insurance Policy, or amend or modify in any material respect the 2008 Bond
Insurance Policy without evidence in writing that the ratings on the Series 2008 Bonds by the
Rating Agencies then rating the Series 2008 Bonds have not been withdrawn or downgraded.]
ARTICLE VII
SUPPLEMENTS AND AMENDMENTS
Section 701. Supplemental Series Indentures. All Supplements or amendments to this
Series 2008 Indenture shall be made in accordance with the provisions of the Master Indenture.
IIAMY/4225805.3 1 R
ARTICLE VIII
MISCELLANEOUS
Section 80L Incorporation of Provisions of Master Indenture. All provisions of the
Master Indenture not inconsistent with the terms and conditions of this Series 2008 Indenture are
hereby incorporated herein by reference.
Section 802. Binding Effect. This Series 2008 Indenture shall inure to the benefit of
and shall be binding upon the Holders of the Series 2008 Bonds, the City and Trustee and the
respective successors and assigns, subject, however to the limitations contained herein.
Section 803. Counterparts. This Series 2008 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 804. 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 2008 Bonds issued
hereunder.
Section 805. Effective Date. This Series 2008 Indenture is dated the date first
appearing above for purposes of convenience of reference, but shall become effective
simultaneously with the issuance of the Series 2008 Bonds.
IN WITNESS WHEREOF, the City and the Trustee have caused this Series 2008
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
Approved as to Form and Correctness: Attest:
By:
By: City Clerk
City Attorney
Approved as to Insurance Requirements:
By:
Risk Management Director
U.S. BANK NATIONAL ASSOCIATION
By:
T f32 C291 PL z T'1O Gtf i'i DDC444 IllfNTCYee <7;
EXHIBIT A
FORM OF SERIES 2008 PENSION BONDS
Registered UNITED STATES OF AMERICA
No. R- STATE OF FLORIDA $
CITY OF MIAMI, FLORIDA
NON -AD VALOREM REFUNDING REVENUE BONDS,
TAXABLE PENSION SERIES 2008
Dated Date Interest Rate Maturity Date CUSIP No.
September _, 2008 % December 1, 20
Registered Holder:
Principal Amount: Dollars
The City of Miami, Florida (the "City") located in Miami -Dade County, in the State of
Florida ("State"), for value received, hereby promises to pay to the Registered Holder named
above, or registered assigns, but solely from the sources and in the manner herein provided, on
the Maturity Date set forth above the Principal Amount set forth above, upon presentment and
surrender hereof at the designated office of the paying agent, initially U.S. Bank National
Association, Miami, Florida (the "Paying Agent"), with interest calculated thereon on the basis
of a 360 day year of twelve 30 day months at the Interest Rate per annum set forth above,
payable on the first day of June and December of each year, commencing on December 1, 2008
(each an "Interest Payment Date"). Such interest shall accrue from the most recent Interest
Payment Date to which interest has been paid and if no interest thereon has been paid from the
Dated Date hereof. The principal of and interest (herein collectively called "Debt Service") on
this Series 2008 Bond is payable in lawful currency of the United States of America.
THE SERIES 2008 BONDS AND THE DEBT SERVICE THEREON ARE NOT
GENERAL OBLIGATIONS OF THE CITY, BUT ARE LIMITED AND SPECIAL
OBLIGATIONS OF THE CITY WHICH WILL BE PAYABLE SOLELY FROM AND ARE
SECURED SOLELY BY THE TRUST ESTATE AND THE ADDITIONAL SECURITY.
EXCEPT FOR THE TRUST ESTATE AND ADDITIONAL SECURITY, THE SERIES 2008
BONDS AND THE DEBT SERVICE THEREON ARE NOT SECURED BY A PLEDGE OF
OR LIEN UPON ANY PROPERTY OWNED BY THE CITY OR SITUATED IN THE CITY
OR ANY AD VALOREM TAXES OF THE CITY. NEITHER THE FULL FAITH AND
CREDIT NOR THE TAXING POWER OF THE CITY, MIAMI-DADE COUNTY, THE
STATE OR ANY POLITICAL SUBDIVISION THEREOF ARE PLEDGED TO THE
PAYMENT OF THE PRINCIPAL OF OR INTEREST ON THE SERIES 2008 BONDS OR
FOR THE PAYMENT OF ANY OTHER AMOUNTS PAYABLE UNDER THE MASTER
INDENTURE OR THE SERIES 2008 INDENTURE. NO HOLDER OF ANY SERIES 2008
BOND NOR CREDIT FACILITY PROVIDER SHALL, ON ACCOUNT OF THE SERIES
2008 BONDS OR ANY AGREEMENT ENTERED INTO BY THE CITY IN CONNECTION
THEREWITH, HAVE THE RIGHT TO COMPEL THE AD VALOREM TAXING POWER OF
THE CITY, MIAMI-DADE COUNTY, THE STATE OR ANY POLITICAL SUBDIVISION
THEREOF OR TAXATION OF ANY REAL OR PERSONAL PROPERTY THEREIN TO
PAY THE PRINCIPAL OF OR INTEREST ON THE SERIES 2008 BONDS OR THE
PAYMENT OF ANY OTHER AMOUNTS PAYABLE UNDER THE MASTER INDENTURE,
SERIES 2008 INDENTURE OR UNDER ANY AGREEMENT RELATING TO THE SERIES
2008 BONDS.
Unless otherwise defined herein, capitalized words and terms used in this Series 2008
Bond shall have the meanings ascribed to such terms in the hereinafter -defined Indenture.
1. Description of Series. This Series 2008 Bond is a part of a duly authorized issue
of bonds of the City designated as its Non -Ad Valorem Refunding Revenue Bonds, Taxable
Pension Series 2008 (the "Series 2008 Bonds") in aggregate principal amount of $
issued under a Master Trust Indenture, dated as of December 1, 1995 (the "Master Indenture"),
between the City and U.S. Bank National Association, successor in interest to First Union
National Bank of Florida, as Trustee (together with any successor, the "Trustee"), and as
supplemented by the Series 2008 Indenture dated as of September 1, 2008 (the "Series 2008
Indenture", and collectively with the Master Indenture, the "Indenture") between the City and the
Trustee, to which Indenture and all indentures supplemental thereto reference is made for a
statement of the respective rights thereunder of the City, the Trustee and the Holders of the
Series 2008 Bonds, and the terms upon which the Series 2008 Bonds are authenticated and
delivered. The Series 2008 Bonds are issued pursuant to the Act (defined below) in order to
provide funds to refund and redeem all of the City's outstanding $29,010,000 aggregate principal
amount of its Non -Ad Valorem Variable Rate Refunding Revenue Bonds, Taxable Pension
Series 2006 (the "Series 2006 Bonds"); to pay a termination payment relating to the Swap
Agreement (as defined in the Series 2008 Indenture);[to fund a deposit to the Debt Service
Reserve Fund, if necessary] and to pay certain costs of issuance. The Series 2008 Bonds shall be
issued in Authorized Denominations, as provided in the Indenture.
The Series 2008 Bonds are issued under the authority of and in full compliance with the
Constitution and the Laws of the State, including particularly Chapter 166, Florida Statutes, as
amended and Part VII of Chapter 159, Florida Statutes, as amended, and other applicable
provisions of law, Resolution No. R-08- , duly adopted by the City Commission of the City
on September 11, 2008 (collectively, the "Act), the Master Indenture and the Series 2008
Indenture.
Reference is hereby made to the Indenture for a description of the rights and duties of the
City, the Trustee and the Registered Holders of the Series 2008 Bonds. Copies of such
documents are on file in the designated corporate trust office of the Trustee. By the purchase and
acceptance of this Series 2008 Bond, the Registered Holder hereof signifies assent to all of the
provisions of the aforementioned documents.
The Series 2008 Bonds are limited obligations of the City, payable by the City solely
from the Trust Estate and the Additional Security provided for in the Series 2008 Indenture,
including all sums deposited from time to time in the Current Debt Service Fund and other funds
and Accounts established under the Indenture (except as otherwise provided therein), and in
certain events out of amounts secured through the exercise of the remedies provided in the
Indenture upon occurrence of an Event of Default under the Indenture.
In addition to the Series 2008 Bonds, the City has issued and there are currently
outstanding $30,875,000 aggregate principal amount of Non -Ad Valorem Revenue Bonds,
Taxable Pension Series 1995 (the "Series 1995 Bonds"). The Series 1995 Bonds were issued
pursuant to the Master Indenture and a Series 1995 Indenture dated as of December 1, 1995
between the City and the Trustee, and both the Series 2008 Bonds and the Series 1995 Bonds are
equally and ratably secured by and entitled to the protection of the Master Indenture.
2. Payment. Interest on this Series 2008 Bond which is payable, and is punctually
paid or duly provided for, on any Interest Payment Date will, as provided in the Indenture, be
paid to the person in whose name this Series 2008 Bond (or one or more predecessor Series 2008
Bonds) is registered at the close of business on the Regular Record Date for such interest
determined pursuant to the Indenture. Any such interest not so punctually paid or duly provided
for shall forthwith cease to be payable to the Registered Holder on such Regular Record Date,
and shall be paid to the person in whose name this Series 2008 Bond (or one or more predecessor
Series 2008 Bonds) is registered at the close of business on a Special Record Date for the
payment of such defaulted interest to be fixed by the Trustee, notice whereof shall be given to
Series 2008 Bondholders not less than 10 days prior to such Special Record Date.
Interest on this Series 2008 Bond shall be paid by check or draft mailed to the Registered
Holder of this Series 2008 Bond at its address as it appears on the registration books of the
Trustee or by wire transfer of same day funds upon receipt by the Trustee prior to the Regular
Record Date of a written request by a Registered Holder of $1,000,000 or more in aggregate
principal amount of Series 2008 Bonds or in such other manner as may be mutually acceptable to
the Trustee and the Registered Holder of this Series 2008 Bond.
Principal and the redemption price of this Series 2008 Bond shall be payable to the
Registered Holder of this Series 2008 Bond at the designated corporate trust office of the
Trustee, which initially is located in Fort Lauderdale, Florida (the "Place of Payment"), upon the
surrender for cancellation of this Series 2008 Bond. The redemption price of this Series 2008
Bond shall also be payable by wire transfer of same day funds upon receipt by the Trustee prior
to the Record Date of a written request by a Registered Holder of $1,000,000 or more in
aggregate principal amount of Series 2008 Bonds or in such other manner as may be mutually
acceptable to the Trustee and the Registered Holder of this Series 2008 Bond.
If the specified date for any such payment shall be a Saturday, a Sunday or a legal
holiday or the equivalent for banking institutions generally (other than legal moratorium) at the
place where payment thereof is to be made, then such payment may be made on the next
succeeding day which is not one of the foregoing days without additional interest and with the
same force and effect as if made on the specified date for such payment.
All payments shall be made in such coin or currency of the United States of America as
at the time of payment is legal tender for payment of public and private debts.
3. Redemption. The Series 2008 Bonds are subject to redemption [INSERT
REDEMPTION PROVISIONS].
Notice of redemption shall be sent as provided in the Indenture. Any notice of
redemption may provide that is conditional and may be revoked by the City by giving notice of
such revocation of redemption prior to the time for redemption in the manner specified in the
notice of redemption for the giving of notice of revocation.
4. Certain Rights of Holders. If an Event of Default, as defined in the Indenture,
shall occur, the principal of all the Series 2008 Bonds may be declared due and payable in the
manner and with the effect provided in the Indenture.
The Indenture permits, with certain exceptions as therein provided, the amendment of the
Master Indenture or the Series 2008 Indenture and the modification of the rights and obligations
-of--the City -and the rights of the Registered Holders of the Series 2008 Bonds under the Indenture
at any time by the City as provided in the Master Indenture.
No reference herein to the Indenture and no provision of this Series 2008 Bond or of the
Indenture shall alter or impair the obligation of the City, which is absolute and unconditional, to
pay the principal of this Series 2008 Bond at the times, place, and rate, and in the coin or
currency, herein prescribed from and to the extent of the sources herein described.
5. Transfer and Exchange. As provided in the Indenture and subject to certain
limitations therein set forth, this Series 2008 Bond is transferable on the Register, upon surrender
of this Series_200a Bond for transfer as approved in the Indenture.
The Series 2008 Bonds are issuable only as registered bonds without coupons in
Authorized Denominations (as such term is defined in the Series 2008 Indenture). As provided
in the Indenture and subject to certain limitations therein set forth, Series 2008 Bonds are
exchangeable for a like maturity, interest rate and aggregate principal amount of Series 2008
Bonds of a different authorized denomination, as requested by the holder surrendering the same.
The City, the Trustee and any agent of the City or the Trustee may treat the person in
whose name this Series 2008 Bond is registered as the owner hereof for the purpose of receiving
payment as herein provided and for all other purposes whether or not this Series 2008 Bond shall
be overdue, and neither the City, the Trustee nor any such agent shall be affected by notice to the
contrary.
6. No Recourse. No recourse shall be had for the payment of the principal of or
premium, if any, or interest on this Series 2008 Bond, or for any claim based hereon, or
otherwise in respect hereof or of the Indenture to or against any incorporator, director, officer or
employee, past, present or future, as such, of the Trustee or the City, or of any predecessor or
successor corporation, either directly or through the Trustee, the City or any such predecessor or
successor corporation, under and by virtue of any constitution or statute or rule of law or by the
enforcement of any assessment or penalty, or otherwise, all such liability of incorporators,
directors, officers and employees, as such, being waived and released by the holder and owner
hereof by the acceptance of this Series 2008 Bond; all as more fully provided in the Indenture.
UNLESS the certificate of authentication hereon has been executed by the Trustee by
manual signature, this Series 2008 Bond shall not be entitled to any benefit under the Indenture
or be valid or obligatory for any purpose.
This Series 2008 Bond is and has all the qualities and incidents of an investment security
under the Uniform Commercial Code -Investment Securities Law of the State of Florida.
IN WITNESS WHEREOF, the City of Miami, Florida, has issued this Series 2008 Bond
and has caused the same to be signed by its Mayor and City Manager and attested and
countersigned by its City Clerk, either manually or with their facsimile signatures, and its seal to
be affixed hereto or a facsimile of its seal to be reproduced hereon, all as of the _ day of
September, 2008.
CITY OF MIAMI, FLORIDA
(SEAL)
By:
Mayor
ATTESTED AND COUNTERSIGNED:
By: By:
City Clerk City Manager
APPROVED AS TO FORM AND
CORRECTNESS
By:
City Attorney
CERTIFICATE OF AUTHENTICATION
This bond is one of the Series 2008 Bonds designated in and executed under the
provisions of the within mentioned Indenture.
U.S. BANK NATIONAL ASSOCIATION,
as Registrar
By:
Authorized Officer
Date of Authentication:
FORM OF ABBREVIATIONS FOR SERIES 2008 BONDS
The following abbreviations, when used in inscription on the face of the within Series
2008 Bond, shall be construed as though they were written out in full according to applicable
laws or regulations:
TEN COM - as tenants in common UNIF GIFT MIN ACT - Custodian
TEN ENT - as tenants by the (Cust) (Minor)
entireties
JT TEN - as joint tenants with under Uniform Gifts to Minors
right of survivorship Act
and not as tenants State)
in common
Additional abbreviations may also be used though not in the above list.
ASSIGNMENT
FOR VALUE RECEIVED, the undersigned (the "Transferor") hereby sells, assigns and
transfers unto
(the "Transferee")
PLEASE INSERT SOCIAL SECURITY OR
OTHER IDENTIFYING NUMBER OF TRANSFEREE
the within Series 2008 Bond and all rights thereunder, and hereby irrevocably constitutes and
appoints
attorney to registrar the transfer of the within Series 2008 Bond on the books kept for registration
and registration of the transfer thereof, with full power of substitution in the premises.
Dated:
Signature Guaranteed:
NOTICE: Signature(s) must be guaranteed by
a member firm of the New York Stock
Exchange or a member firm of any other
recognized national securities exchange or a
commercial bank or a trust company.
NOTICE: No transfer will be registered and
no new Series 2008 Bond will be issued in
the name of the Transferee, unless the
signature(s) to this assignment
correspond(s) with the name as it appears
upon the face of the within Series 2008
Bond in every particular, without alteration
or enlargement or any change whatever and
the Social Security or Federal Employer
Identification Number of the Transferee is
supplied.
Unless this certificate is presented by an authorized representative of The Depository Trust
Company, a New York Corporation ("DTC"), to the City or its agent for registration of transfer,
exchange, or payment, and any certificate issued is registered in the name of Cede & Co. or in
such other name as is requested by an authorized representative of DTC (and any payment is
made to Cede & Co. or to such other entity as is requested by an authorized representative of
DTC), ANY TRANSFER, PLEDGE, OR OTHER USE HEREOF FOR VALUE OR
OTHERWISE BY OR TO ANY PERSON IS WRONGFUL inasmuch as the registered owner
hereof, Cede & Co., has an interest herein.
IAM1/4225805.3 A-7