HomeMy WebLinkAboutAgenda Item Summary FormAGENDA ITEM SUMMARY FORM
File ID: #5496
Date: 02/28/2019
Commission Meeting Date: 03/28/2019
Requesting Department: Department of
Finance
Sponsored By:
District Impacted: All
Type: Resolution
Subject: Approve Refunding Plan - Marlins Stadium Parking Facilities Project
Purpose of Item:
It is respectfully recommended that the Miami City Commission adopt the attached
resolution to approve the refunding plan and to authorize the refunding of all proceeds
for the Series 2019 (Marlins Stadium Parking Facilities Project).
Background of Item:
The City, through its financial advisor PFM, issued a request for proposals to a broad
pool of lenders that are active in municipal lending. Based on the responses, two direct
placement proposals were received from Capital One Public Funding, LLC ("Capital
One") and AIG Asset Management US LLC (AIG).
PFM recommends moving forward with the fixed-rate loan with Capital One, because
Capital One offered the full term and loan amount requested in the form of a direct
placement note, and had the most advantageous rate and terms of the direct placement
proposals. Based on the proposals received, the 2019 Note would have an All -in TIC of
4.00% and annual debt service savings of approximately $790,000 through the final
maturity of July 1, 2039. This amounts to approximately $10.5 million in net present
value savings, or 12.50% as a percentage of refunded bonds. PFM believes the results
of Capital One's proposal are generally consistent with what a similarly priced
competitive public offering would yield. The key benefits of this type of structure, in
addition to the economic results, are the significant reduction in costs of issuance and
reduced administrative time.
Budget Impact Analysis
Item is Related to Revenue
Item is NOT funded by Bonds
Total Fiscal Impact:
$10.5 million (Net Present Value (NPV) Savings)
Reviewed B
Department of Finance Erica T Paschal Department Head Review Completed 02/25/2019 2:08 PM
Office of Management and Budget Donovan Dawson Budget Analyst Review Completed 03/04/2019 1:14 PM
Office of Management and Budget Christopher M Rose Budget Review Completed 03/04/2019 9:00 PM
Legislative Division Valentin J Alvarez Legislative Division Review Completed 03/19/2019 2:54 PM
City Manager's Office Sandra Bridgeman Assistant City Manager Review Completed 03/19/2019 4:32 PM
City Manager's Office Nikolas Pascual City Manager Review Completed 03/19/2019 4:42 PM
City Commission Maricarmen Lopez Meeting Completed 03/28/2019 9:00 AM
Office of the Mayor Mayor's Office Signed by the Mayor Completed 04/02/2019 4:10 PM
Office of the City Clerk City Clerk's Office Signed and Attested by the City Clerk Completed 04/02/2019 4:58 PM
Office of the City Attorney Barnaby L. Min Deputy City Attorney Review Completed 01/17/2020 11:13 AM
Office of the City Attorney Victoria Mendez Approved Form and Correctness Completed 01/22/2020 3:19 PM
Office of the City Clerk City Clerk's Office Rendered Completed 02/06/2020 3:06 PM
City of Miami
Legislation
Resolution
Enactment Number: R-19-0123
City Hall
3500 Pan American Drive
Miami, FL 33133
www.miamigov.com
File Number: 5496 Final Action Date:3/28/2019
A RESOLUTION OF THE MIAMI CITY COMMISSION, WITH ATTACHMENT(S), PROVIDING
FOR THE ISSUANCE OF NOT TO EXCEED NINETY MILLION DOLLARS ($90,000,000.00)
IN AGGREGATE PRINCIPAL AMOUNT OF A CITY OF MIAMI ("CITY") SPECIAL
OBLIGATION PARKING REVENUE REFUNDING NOTE, SERIES 2020 (MARLINS STADIUM
PARKING FACILITIES PROJECT) ("NOTE") AND THE COSTS OF ISSUANCE THEREOF;
APPROVING THE SELECTION OF THE PRIVATE PLACEMENT PROPOSAL FROM
CAPITAL ONE PUBLIC FUNDING, LLC ("LENDER") AND PROVIDING FOR THE DIRECT
LOAN FROM AND NEGOTIATED SALE OF SAID NOTE TO THE LENDER; SETTING
CERTAIN BASIC PARAMETERS OF THE TERMS AND CONDITIONS OF A LOAN
AGREEMENT AND THE NOTE AND AUTHORIZING THE NEGOTIATION, EXECUTION, AND
DELIVERY, IN A FORM ACCEPTABLE TO THE CITY ATTORNEY AND BOND COUNSEL,
OF A LOAN AGREEMENT, THE NOTE, A FORWARD COMMITMENT, AND ANY AND ALL
OTHER NECESSARY AGREEMENTS, DOCUMENTS, AND INSTRUMENTS IN
CONNECTION THEREWITH; MAKING CERTAIN FINDINGS AND DETERMINATIONS;
AUTHORIZING ALL REQUIRED ACTIONS BY THE CITY MANAGER, CITY ATTORNEY,
BOND COUNSEL, FINANCIAL ADVISOR, AND ALL OTHER CITY OFFICIALS IN
CONNECTION THEREWITH; FURTHER AUTHORIZING THE CITY MANAGER, CITY
ATTORNEY, FINANCIAL ADVISOR, BOND COUNSEL, BOND REGISTRAR, NOTE
REGISTRAR, ESCROW AGENT, PAYING AGENT, AND ALL OTHER NECESSARY CITY
OFFICIALS TO UNDERTAKE ALL NECESSARY STEPS AND TO NEGOTIATE, EXECUTE,
AND DELIVER, IN A FORM ACCEPTABLE TO THE CITY ATTORNEY AND BOND
COUNSEL, ANY AND ALL NECESSARY ESCROW DEPOSIT AGREEMENTS, NOTICES,
DOCUMENTS, AND INSTRUMENTS IN CONNECTION WITH THE REDEMPTION OF
EIGHTY-FOUR MILLION FIVE HUNDRED FORTY THOUSAND DOLLARS ($84,540,000.00)
OF THE CITY'S OUTSTANDING PRINCIPAL AMOUNT OF TAX-EXEMPT SPECIAL
OBLIGATION PARKING REVENUE BONDS, SERIES 2010A (MARLINS STADIUM
PROJECT) ("SERIES 2010A BONDS"); DELEGATING AUTHORITY TO THE CITY
MANAGER TO SELECT AND APPOINT THE ESCROW AGENT AND THE VERIFICATION
AGENT; RATIFYING, APPROVING, AND CONFIRMING CERTAIN NECESSARY ACTIONS
BY THE CITY MANAGER AND DESIGNATED DEPARTMENTS IN ORDER TO UPDATE THE
RELEVANT FINANCIAL CONTROLS AND COMPUTER SYSTEMS IN CONNECTION
THEREWITH; AND PROVIDING APPLICABLE EFFECTIVE DATES.
WHEREAS, the City of Miami ("City") has currently outstanding Eighty -Four Million Five
Hundred Forty Thousand Dollars ($84,540,000.00) of Term Bonds maturing on July 1, 2030,
July 1, 2035, and July 1, 2039 of its previously issued Tax -Exempt Special Obligation Parking
Revenue Bonds, Series 2010A issued July 29, 2010 ("Series 2010A Bonds"); and
WHEREAS, in order to obtain interest savings in an estimated amount of Ten Million
Four Hundred Thousand Dollars ($10,400,000.00) (net present value), it is in the best interests
of the City to issue in a total aggregate principal amount not to exceed Ninety Million Dollars
($90,000,000.00) of a Special Obligation Parking Revenue Refunding Note, Series 2020
(Marlins Stadium Parking Facilities Project) ("Note") to forward refund the Series 2010A Bonds
which will become subject to optional redemption as of July 1, 2020 ("Refunded Bonds"); and
WHEREAS, the City's Financial Advisor, PFM Financial Advisors LLC ("Financial
Advisor"), issued a Request for Proposals dated January 10, 2019 ("RFP") to banking and
financial institutions for refinancings and refundings of the Refunded Bonds and received
multiple proposals which were evaluated by the Financial Advisor for responses consistent with
the City's needs; and
WHEREAS, the proposals were reviewed by the Financial Advisor who recommended
Capital One Public Funding, LLC ("Lender") as the most responsive and responsible proposer to
privately purchase and to hold the Note not for resale with limited restricted assignability, to
provide for the refunding of the Refunded Bonds, and to provide for costs of issuance of the
Note; and
WHEREAS, in accordance with Section 218.385(1), Florida Statutes, as amended, the
City Manager has recommended and the City Commission desires to find, determine, and
declare, as set forth below in Section 3 herein, that a privately -placed negotiated sale of the
Note to the Lender is in the best interests of the City due to the term and size of the Note, the
sophisticated lender -profile, the timings of the defeasance, refunding and redemption of the
Refunded Bonds, and timing of the issuance of the Note; and
WHEREAS, Convention Development Taxes, Parking Revenues, and Parking
Surcharges, all as defined in the Authorizing Resolution and herein below, are proposed to be
pledged to repay the Note; and
WHEREAS, it is in the best interest of the City to approve the issuance of the Note and
the direct placement and negotiated sale of the Note to the Lender to provide for interest
savings to the City without extending the original maturities of the payments; to authorize the
basic parameters of the terms and conditions of a Loan Agreement between the City and the
Lender, the Note, and certain agreements and documents in connection with the issuance
therewith; to delegate to the City Manager the determination of certain other details of the Loan
Agreement, the Note, and the Escrow Deposit Agreement for the redemption of the Refunded
Bonds; and to authorize the City Manager, City Attorney, Bond Counsel, Financial Advisor,
Escrow Agent, Bond Registrar, Paying Agent, and all other necessary and appropriate City
officials to undertake and to do any and all actions necessary and in the best interests of the
City in connection with the sale, issuance, and delivery of the Note, the redemption and forward
refunding of the Refunded Bonds, and to accomplish the continuing compliance for the Series
2010A Bonds pursuant to the Authorizing Resolution and the Continuing Disclosure Agreement;
and
WHEREAS, the payments of the principal of and interest on the Note are not insured;
and
WHEREAS, it is also in the best interest of the City to ratify, approve, and confirm certain
necessary actions of the City Manager and designated City Departments in order to update the
relevant financial controls, project close-outs, accounting entries, and computer systems in
connection with ongoing compliance for the Series 2010A Bonds, the Authorizing Resolution,
and Continuing Disclosure Agreement, both as defined below; and
WHEREAS, this Resolution attaches and incorporates Composite Exhibit "C" to enable
the City Manager to update the necessary terms and conditions, in a form acceptable to the City
Attorney and Bond Counsel;
NOW, THEREFORE, BE IT RESOLVED BY THE COMMISSION OF THE CITY OF
MIAMI, FLORIDA:
Section 1. Authority. This Resolution is adopted pursuant to the Constitution of the
State of Florida ("State"); Chapter 166, Florida Statutes, as amended; the Charter of the City of
Miami, Florida, as amended; the Code of the City of Miami, Florida, as amended ("City Code");
applicable City Resolutions including Resolution No. 09-509 adopted October 22, 2009, as
amended and supplemented; Resolution No. 19-0123 adopted March 28, 2019; and all other
applicable provisions of law (collectively, "Act").
Section 2. Definitions. All capitalized terms shall have the meanings as set forth in this
Resolution, the Authorizing Resolution, the Continuing Disclosure Agreement, the Proposal, the
Loan Agreement, and the Note unless the context otherwise requires. In addition to the words
and terms defined in the recitals to this Resolution, as used herein, the following terms shall
have the following meanings herein unless the context otherwise requires:
"Annual Budget" means the budget or budgets, as amended and supplemented from
time to time, prepared by the City for each Fiscal Year in accordance with the laws of the State.
"Authorizing Resolution" means Resolution No. 09-0509 adopted on October 22, 2009
by the City Commission, as amended and supplemented.
"Bond Counsel" means Bryant Miller Olive P.A., Miami, Florida, or any other attorney at
law or firm of attorneys of nationally recognized standing in matters pertaining to the federal tax
exemption of interest on obligations issued by states and political subdivisions and duly
admitted to practice law before the highest court of any state of the United States of America.
"Bond Registrar" or "Note Registrar" means the Finance Director or the Assistant
Finance Director of the City.
"Convention Development Tax" means a portion of the revenues collected annually
(excluding any carryover from prior year collections) by the County of the levy on the exercise
within its boundaries of the taxable privilege of leasing or letting transient rental
accommodations at the rate of three percent (3%) of the total consideration charged therefore
as currently authorized pursuant to Section 212.0305(4)(b), Florida Statutes (net of Tax
Collector administrative costs for local administration pursuant to Section 212.0305(5)(b)5,
Florida Statutes), and allocated to the City as provided in the Interlocal Agreement.
"County" means Miami -Dade County, Florida.
"Escrow Agent" means the bank or financial institution selected and appointed as the
escrow agent by the City Manager.
"Escrow Deposit Agreement(s)" means the Escrow Deposit Agreement(s) to be entered
into between the City and the Escrow Agent providing for the refunding, defeasance, and
redemption of the Refunded Bonds.
"Financial Advisor" means PFM Financial Advisors LLC.
"Fiscal Year" means the Fiscal Year of the City beginning on October 1 of each year and
ending on September 30 of the following calendar year.
"Forward Commitment" means the Commitment Letter dated as of March 19, 2019
between the City and the Lender, the form which is attached hereto and incorporated herein as
Exhibit "C."
"Interest Rate" means a not to exceed interest rate per annum (as adjusted pursuant to
the Loan Agreement) that will provide for a net present value savings required by the City's debt
management policy.
"Interlocal Agreement" means the Interlocal Agreement entered between the City and
the County dated July 1, 2009 regarding the use and disposition of the Convention
Development Tax.
"Lender" means Capital One Public Funding, LLC and its successors and assigns as
consented to by the City (except following an event of default which requires separate
procedures pursuant to the Loan Agreement) as direct placement lender and holder of the Note.
"Loan Agreement" means the loan agreement to be entered into between the City and
the Lender in accordance with the terms of this Resolution, the RFP, and the Proposal.
"Non -Ad Valorem Revenues" mean all revenues of the City derived from any source
other than ad valorem taxation on real or personal property, which are legally available to make
payments required by the Loan Agreement.
"Note" means the not to exceed Ninety Million Dollars ($90,000,000.00) City of Miami
Special Obligation Parking Revenue Refunding Note, Series 2020 (Marlins Stadium Parking
Facilities Project) authorized pursuant to this Resolution.
"Parity Debt" means the Series 2010B Bonds, the Series 2018 Note, and any other debt
obligations payable from Pledged Revenues on a parity with the Note.
"Parking Revenues" means all revenues received by the City from the Stadium Operator
with respect to the Project in connection with the MLB Home Games pursuant to the City's
Parking Agreement (excluding Parking Surcharge).
"Parking Surcharge" means eighty percent (80%) of the portion which is derived from the
Project in connection with the Parking Revenues of the fifteen percent (15%) parking surcharge
that is charged at public parking facilities within the City approved by the electorate of the City
on November 4, 2003, imposed pursuant to Section 166.271, Florida Statutes, and pursuant to
Ordinance No. 04-12563 enacted by the City Commission on July 22, 2004, as amended and
supplemented.
"Payment(s)" means all amounts payable by the City of principal and interest on the
Note and all other amounts payable by the City pursuant to the Loan Agreement.
"Payment Dates" and "Payment Frequency" means (a) that principal payments shall be
made annually on July 1 commencing July 1, 2020; (b) that interest payments shall be paid
semi-annually each July 1 and January 1 commencing July 1, 2020; and (c) that prepayments
shall be made as set forth in the Loan Agreement.
"Paying Agent" means the Finance Director or the Assistant Finance Director of the City.
"Pledged Funds" means, collectively, (a) Pledged Revenues, (b) all monies, including
the Non -Ad Valorem Revenues, deposited into the Funds and Accounts created pursuant to the
Loan Agreement, and (c) the earnings on the amounts on deposit in the Funds and Accounts
created pursuant to the Loan Agreement and therein pledged to secure the Note.
"Pledged Revenues" means, collectively, subject to the prior pledge for the Series 2010B
Bonds and the Series 2018 Note, (a) the Convention Development Tax, (b) the Parking
Revenues, and (c) the Parking Surcharge.
"Proposal" means the attached and incorporated proposal dated January 28, 2019 from
the Lender to the City.
"Refunded Bonds" means the City's currently outstanding City of Miami, Florida Tax -
Exempt Special Obligation Parking Revenue Bonds, Series 2010A (Marlins Stadium Project) in
the amount of Eighty -Four Million Five Hundred Forty Thousand Dollars ($84,540,000.00) term
bonds maturing on July 1, 2030, July 2035, and July 1, 2039.
"RFP" means the Request for Proposals dated January 10, 2019 and issued by the
City's Financial Advisor.
"Resolution(s)" means this Resolution No. 19-0123 adopted by the City Commission on
March 28, 2019, as amended and supplemented from time to time.
"Series 2010A Bonds" means the unrefunded City of Miami, Florida Tax -Exempt Special
Obligation Parking Revenue Bonds, Series 2010A (Marlins Stadium Project).
"Series 2010B Bonds" means the remaining outstanding $16,830,000 City of Miami,
Florida Taxable Special Obligation Parking Revenue Bonds, Series 2010B (Marlins Stadium
Project).
"Series 2018 Note" means the remaining outstanding $16,555,000 City of Miami, Florida
Taxable Special Obligation Parking Revenue Refunding Note, Series 2018 (Marlins Stadium
Parking Facilities Project).
"Verification Agent" means the qualified verification agent appointed by the City
Manager.
Section 3. Recitals and Findings. The recitals and findings contained in the Preamble of
this Resolution are adopted by reference and incorporated as if fully set forth in this Section.
Additionally, it is hereby ascertained, determined, and declared that:
a. In accordance with Section 218.385, Florida Statutes, the City hereby finds,
determines, and declares, based upon the advice of its Financial Advisor for the Note, that a
negotiated sale of the Note is in the best interests of the City for the following reasons:
(i) The average life of the transaction lends itself to the competitive
solicitation of banking and financial institutions undertaken by the City
with respect to the Note;
(ii) The Pledged Revenues consist of multiple revenue sources which require
additional explanation to the market;
(iii) The current volatility that exists in the fixed -income markets make it
favorable for the City to accelerate the time to obtain locked interest rates
currently available; and
(iv) The structure and timing of the related forward delivery, refunding, and
redemptions of the Refunded Bonds require additional planning.
b. It is in the best interests of the City, its residents, and taxpayers to issue the Note in
order to realize debt service savings of an estimated Ten Million Four Hundred Thousand
Dollars ($10,400,000.00) (net present value) in interest payments on the Refunded Bonds
without extending the time for such payments.
c. The Note shall be payable from the Pledged Funds.
d. There are expected to be sufficient Pledged Funds to pay the interest and principal
on the Note as the same become due and payable.
e. The Pledged Funds also are now pledged or encumbered to the repayment of the
Parity Debt which has a parity position.
f. The Note shall not constitute a lien upon any properties owned by or situated within
the City, except as provided herein with respect to the Pledged Funds, in the manner and to the
extent provided herein.
g. Prior to the issuance of the Note, the City shall receive from the Lender a Lender's
Certificate, the form of which is attached as an exhibit to the Loan Agreement, and the
Disclosure Letter containing the information required by Section 218.385, Florida Statutes, a
form of which will be attached as an exhibit to the Loan Agreement. The Loan Agreement shall
attach an exhibit providing the cumulative debt obligation and respective debt obligations from
the Parity Debt and the Note to the extent that all are secured by (i) the Convention
Development Tax, (ii) the Parking Revenues, and (iii) the Parking Surcharge. Additionally, the
Loan Agreement shall attach an exhibit providing the cumulative debt obligation and respective
debt obligations for the Note and for other outstanding City debt obligations that have a
covenant to budget and appropriate in support of repayment of such debt.
h. In accordance with the recommendations of the City's Administration and the Finance
Committee, the City Commission hereby approves the selection of the direct placement
Proposal from the Lender for the private placement and negotiated sale of the Note to the
Lender, the most responsive and responsible proposer, in order to receive a loan under the
Loan Agreement in an amount not to exceed Ninety Million Dollars ($90,000,000.00) to refund
the Refunded Bonds and to provide for costs of issuance of the Note.
Section 4. This Resolution to Constitute Contract. In consideration of the acceptance of
the Note authorized to be issued hereunder by those who shall hold the same from time to time,
this Resolution and the Loan Agreement shall be deemed to be and shall each constitute a
contract between the City and the Lender. The covenants and agreements herein set forth to
be performed by the City shall be for the equal benefit, protection, and security of the Lender
and the Note, except as expressly provided herein and in the Loan Agreement and except as
expressly provided in the Authorizing Resolution in connection with the Parity Debt.
Section 5. Authorization of the Loan Agreement, the Note, the Escrow Deposit
Agreement, the Forward Commitment, and All Other Necessary Documents, Agreements, and
Instruments; Delegation of Authority for Selections and Appointments of Escrow Agent and
Verification Agent. Subject and pursuant to the provisions hereof and in anticipation of the sale
and delivery of the Note, (a) the City Manager is authorized to negotiate, to execute, and to
deliver a Loan Agreement with the Lender, (b) an obligation of the City to be known as the
"Special Obligation Parking Revenue Refunding Note, Series 2020 (Marlins Stadium Parking
Facilities Project)" is authorized to be issued, executed, and delivered in the aggregate principal
amount of not to exceed Ninety Million Dollars and No Cents ($90,000,000.00), and (c) the City
Manager is authorized' to negotiate, to execute, and to deliver the Escrow Deposit Agreement,
the Forward Commitment, and all other necessary documents, agreements, and instruments.
1 The herein authorization is further subject to compliance with all requirements that may be imposed by
the City Attorney, including but not limited to, those prescribed by applicable City Charter and City Code
provisions.
The City Manager is further authorized' to negotiate, execute, and deliver any changes,
modifications, supplements, or amendments to the Loan Agreement, the Note, the Escrow
Deposit Agreement, the Forward Commitment, and any and all other agreements, documents,
and instruments as should be deemed necessary or desirable and to take such other actions as
shall be necessary to implement the terms and conditions of the Loan Agreement, the Note, the
Forward Commitment, and the Escrow Deposit Agreement. The provisions of such documents,
as so negotiated, executed, and delivered, are hereby incorporated into and made a part of this
Resolution.
The City Manager is delegated the authority (a) to select and appoint a bank or other
financial institution to serve as the Escrow Agent and (b) to select and appoint a qualified
Verification Agent, both based upon proposals received and reviewed by the City's Financial
Advisor in connection with the Escrow Deposit Agreement for the refunding of the Refunded
Bonds.
Section 6. Description of the Note. The Note shall be issued as one (1) fully registered
Note in the principal amount not to exceed Ninety Million Dollars and No Cents
($90,000,000.00) and shall be dated as of the date of its delivery to the Lender as the purchaser
thereof. The Note shall be payable to the Lender and shall bear interest at the Interest Rate,
calculated on the basis of a 30/360 day year. Interest will be paid semi-annually each July 1
and January 1 with the first interest payment due on July 1, 2020. Principal will be paid annually
on July 1 each year with the first principal payment payable on July 1, 2020. The final maturity
date shall be July 1, 2039 for the Note, subject to prior mandatory amortization payments as to
be provided in the Note and the Loan Agreement; provided, however, that the Note and the
Loan Agreement shall also provide for prepayments. Anything herein or in the Note to the
contrary notwithstanding, in no event shall the Interest Rate borne by the Note exceed the
maximum interest rate permitted to be paid by the City under applicable law.
On the date of the issuance of the Note, the City shall receive an amount equal to the
par amount of the Note from the Lender as the purchase price of the Note. The Note shall be
payable in any coin or currency of the United States of America which on the respective dates of
payment of principal and interest thereof is legal tender for the payment of public and private
debts.
The Note may be exchanged in whole at the office of the Note Registrar for a like
aggregate principal amount of Note of the same series and maturity. Notwithstanding the
foregoing or any provision of this Resolution to the contrary and except for a transfer following
an event of default (the specific requirements for which are to be provided in the Loan
Agreement), the Note shall not be transferred unless the new purchaser has received the prior
written consent of the City, which shall not be unreasonably withheld once the City has been
provided with and received a "sophisticated investor letter" in substantially the same form and
substance as the "sophisticated investor letter" executed by the Lender as the original
purchaser of the Note. The Note, if transferred, shall only be transferred in whole.
Section 7. Execution of Note. The Note shall be executed in the name of the City by the
City Manager and the seal of the City shall be imprinted, reproduced, or lithographed on the
Note and attested to and countersigned by the City Clerk. In addition, the City Attorney shall
sign the Note showing approval of the form and correctness thereof and the City's Director of
Risk Management shall sign the Note showing approval as to the City's insurance requirements.
The signatures of the City Manager, the City Clerk, Director of Risk Management, and the City
Attorney on the Note may be by facsimile. If any officer whose signature appears on the Note
ceases to hold office before the delivery of the Note, his or her signature shall nevertheless be
valid and sufficient for all purposes. In addition, any Note may bear the signature of, or may be
signed by, such persons as at the actual time of execution of such Note shall be the proper
designated officers to sign such Note although at the date of such Note or the date of delivery
thereof such persons may not have been such officers. Any Note delivered shall be
authenticated by the manual signature of the Finance Director or of the Assistant Finance
Director and the registered owner of any Note so authenticated shall be entitled to the benefits
of this Resolution.
Section 8. Note Mutilated, Destroyed, Stolen, or Lost. If the Note is mutilated,
destroyed, stolen, or lost, the City or its agent may, in its discretion, (a) deliver a duplicate
replacement Note or (b) pay a Note that has matured or is about to mature or has been called
for redemption. A mutilated Note shall be surrendered to and cancelled by the Note Registrar.
The holder of the Note must furnish the City or its agent proof of ownership of any destroyed,
stolen, or lost Note; post satisfactory indemnity; comply with any reasonable conditions the City
and its agent may prescribe; and pay the reasonable expenses of the City and its agent.
Any such duplicate Note shall constitute an original contractual obligation on the part of
the City whether or not the destroyed, stolen, or lost Note be at any time found by anyone and
such duplicate Note shall be entitled to equal and proportionate benefits and rights as to lien on,
and source of payment of and security for payment from, the funds pledged to the payment of
the Note so mutilated, destroyed, stolen, or lost.
Section 9. Form of Note. The Note shall be in substantially the form attached as Exhibit
"A" to the Loan Agreement with only such omissions, insertions, and variations as may be
necessary, desirable, and permitted by this Resolution or by any subsequent ordinance or
resolution adopted prior to the issuance thereof. The draft Loan Agreement and the draft Note
are attached and incorporated to this Resolution as Composite Exhibit "B".
Section 10. Continuing Disclosure Covenants. The City shall undertake such "best
practices" as provided in the Loan Agreement for continuing disclosures.
Section 11. Security; Note Not General Indebtedness.
(a) Pledged Revenues. The Note shall not be deemed to constitute a general obligation
or a pledge of the faith and credit of the City, the State, or any other political subdivision thereof
within the meaning of any constitutional, legislative, or charter provision or limitation but shall be
payable solely from and secured solely by a lien upon and a pledge of the Pledged Funds in the
manner and to the extent herein provided. No holder of the Note shall ever have the right,
directly or indirectly, to require or compel the exercise of the ad valorem taxing power of the
City, the State, or any other political subdivision of the State or taxation in any form on any real
or personal property to pay the Note or the interest thereon, nor shall any holder of the Note be
entitled to payment of such principal of and interest from any other funds of the City other than
the proceeds of the Pledged Funds, all in the manner and to the extent herein provided. The
Note and the indebtedness evidenced thereby shall not constitute a lien upon any real or
personal property of the City but shall constitute a lien only on the proceeds of the Pledged
Funds, all in the manner and to the extent provided herein.
Until payment has been provided as herein permitted, the payment of the principal of and
interest on the Note shall be secured forthwith by a parity lien on the proceeds derived from the (i)
the Convention Development Tax, (ii) the Parking Revenues, and (iii) the Parking Surcharge
portions of the Pledged Funds and the City does hereby irrevocably pledge the same to payment
of the principal thereof and interest thereon when due.
(b) Covenant to Budget and Appropriate. If the Pledged Revenues are not sufficient to pay
principal and interest on the Note when due, the City hereby covenants and agrees to the extent
permitted by and in accordance with applicable law and budgetary processes, to prepare, approve,
and appropriate in its Annual Budget for each Fiscal Year, by amendment if necessary, and to
deposit for the benefit of the Note, Non -Ad Valorem Revenues of the City lawfully available in an
amount which is equal to the deficiency of the Note and all other Parity Debt outstanding for the
applicable Fiscal Year. Such covenant and agreement on the part of the City to budget and
appropriate sufficient amounts of legally available Non -Ad Valorem Revenues shall be cumulative
and shall continue until such legally available Non -Ad Valorem Revenues in amounts sufficient to
make all required payments under the Loan Agreement and the Note, as and when due, including
any delinquent payments, shall have been budgeted, appropriated, and actually paid into the
appropriate Funds and Accounts under the Loan Agreement; provided, however, that such
covenant shall not constitute a lien, either legal or equitable, on any of the City's legally available
Non -Ad Valorem Revenues or other revenues, nor shall it preclude the City from pledging in the
future any of its legally available Non -Ad Valorem Revenues or other revenues to other obligations,
nor shall it give the Lender a prior claim on the legally available Non -Ad Valorem Revenues.
Anything herein to the contrary notwithstanding, all obligations of the City hereunder shall be
secured only by the legally available Non -Ad Valorem Revenues actually budgeted and
appropriated and deposited into the Funds and Accounts created under the Loan Agreement. The
City may not expend moneys not appropriated or in excess of its current budgeted revenues. The
obligation of the City to budget, appropriate, and make payments under the Loan Agreement and
the Note from its legally available Non -Ad Valorem Revenues is subject to the availability of legally
available Non -Ad Valorem Revenues after satisfying funding requirements for obligations having
an express lien on or pledge of such revenues and after satisfying funding requirements for
essential governmental services of the City. However, the covenant to budget and appropriate in
its general Annual Budget for the purposes and in the manner stated herein shall have the effect of
making available in the manner described herein Non -Ad Valorem Revenues and placing on the
City a positive duty to budget and appropriate, by amendment, if necessary, amounts sufficient to
meet its obligations hereunder; subject, however, in all respects to the restrictions of Section
166.241, Florida Statutes, which provides, in part, that the governing body of each municipality
make appropriations for each Fiscal Year which, in any one year, shall not exceed the amount to
be received from taxation or other revenue sources; and subject further to the payment of services
and programs which are for essential public purposes affecting the health, welfare, and safety of
the inhabitants of the City or which are legally mandated by applicable law. Notwithstanding the
foregoing covenant of the City, the City does not covenant to maintain any services or programs
now provided or maintained by the City which generate Non -Ad Valorem Revenues.
Section 12. Sale of Note to Refund and to Redeem the outstanding Refunded Bonds.
The Note is hereby sold and awarded to the Lender at the purchase price equal to the par
amount thereof and of not to exceed Ninety Million Dollars ($90,000,000.00) and the City
Manager, the City Clerk, the Director of Risk Management, and the City Attorney are hereby
authorized' to execute and deliver the Note, in substantially the form set forth as Exhibit "A" to
the Loan Agreement, receive the purchase price therefor and apply the proceeds thereof to pay
costs of issuance of the Note and for the City to redeem and to refund the Refunded Bonds, as
herein provided, without further authority from the City Commission. The City Manager and the
City Clerk are authorized' to make any and all changes on the form of the Note, in a form
acceptable to the City Attorney and Bond Counsel, which shall be necessary to conform the
same to the RFP and to the Proposal commitment of the Lender. Execution of the Note by the
City Manager, the City Clerk, the Director of Risk Management, and the City Attorney shall be
conclusive evidence of their approval of the form of the Note.
Section 13. Amendments and Supplements to this Resolution. This Resolution shall be
further amended and supplemented as necessary in order to accomplish the issuance of the
Note or as necessary in connection with the purposes for which the Note is being issued or as
necessary in connection with the redemption and refunding of the Refunded Bonds.
Section 14. Application of Provisions of the Authorizing Resolution. The Note shall, for
all purposes be considered under Section 10.01 of the Authorizing Resolution to be refunding
bonds and Additional Parity Obligations to the extent of the pledge of (a) the Convention
Development Tax, (b) the Parking Revenues, and (c) the Parking Surcharge (collectively,
"Revenues") and shall, in all respects, be entitled to all protection for outstanding Bonds to the
extent of the pledge of the Revenues. The covenants and agreements of the City in the
Authorizing Resolution regarding the Revenues shall be for equal benefit, protection, and
security of the Holders of all outstanding Bonds, including for the benefit of the Lender as the
Holder of the Note.
Section 15. Severability. If any one or more of the covenants, agreements, or
provisions of this Resolution should be held contrary to any express provision of law, contrary to
the policy of express law though not expressly prohibited, against public policy, or shall for any
reason whatsoever be held invalid, then such covenants, agreements, or provisions shall be null
and void and shall be deemed severed from the remaining covenants, agreements, and
provisions of this Resolution, of the Loan Agreement, of the Note issued hereunder, or
regarding the defeasing and refunding of the Refunded Bonds.
Section 16. Controlling Law; Members, Officials, Agents, Representatives, and
Employees of City Not Liable. All covenants, stipulations, obligations, and agreements of the
City contained in this Resolution shall be deemed to be covenants, stipulations, obligations, and
agreements of the City to the full extent authorized by the Act and provided by the Constitution
and laws of the State. No covenant, stipulation, obligation, or agreement contained herein shall
be deemed to be a covenant, stipulation, obligation, or agreement of any present or future
member, official, agent, representative, or employee of the City in his or her individual capacity,
and neither the members of the City Commission, the Mayor, nor any other City employee or
official shall be liable personally on the Note or this Resolution or shall be subject to any
personal liability or accountability by reason of the issuance or the execution by the City, or such
respective members, officials, agents, representatives, or employees thereof, or by reason of
the redemption and refunding of the Refunded Bonds.
Section 17. Further Authorizations regarding the issuance of the Note and the
redemption and refunding of the Refunded Bonds. The City Manager, City Clerk, City Attorney,
Bond Counsel, City Financial Advisor, and such other officers, employees, agents, and
representatives of the City as may be designated by the Mayor, the City Commission, the City
Attorney, and the City Manager, including any Bond Registrar, Note Registrar, Trustee, Escrow
Agent, or Paying Agent, or any of them, are each designated as respective applicable agents of
the City, as necessary, in connection with the sale, issuance, and delivery of the Forward
Commitment, the Note, the notices, calls for redemptions, redemptions, and the refunding of the
Refunded Bonds and are authorized' and empowered, collectively or individually, to take any
and all actions and steps and to execute the Note, all notices, instruments, agreements,
certificates, documents, and contracts on behalf of the City, and as and if necessary, including
the execution of documentation required in connection with the negotiated sale of the Note to
the Lender, the Loan Agreement, the Forward Commitment, and the refunding of the Refunded
Bonds that are necessary or desirable in connection with the sale, execution, and delivery of the
Note, the noticing, call for redemptions, redemptions, and the refunding of the Refunded Bonds,
and which are specifically authorized or are not inconsistent with the terms and provisions of
this Resolution, the Authorizing Resolution, the Forward Commitment, or any action relating to
the Note, heretofore taken by the City and/or by the City's Financial Advisor, Bond Counsel, City
Manager, City Attorney, or other necessary City officials, employees, representatives, and
agents, including any Bond Registrar, Note Registrar, Trustee, Escrow Agent, or Paying
Agent(s) for the Refunded Bonds. Such officials, employees, agents, representatives, and those
so designated are hereby charged with the responsibility for the issuance of the Note and the
redemption and refunding of the Refunded Bonds on behalf of the City and with any related and
required responsibilities of the City, its agents, representatives, employees, or officials, including
its Financial Advisor and Bond Counsel and any Bond Registrar, Note Registrar, Trustee,
Escrow Agent, or Paying Agent for the Refunded Bonds. Any and all costs incurred in
connection with the issuance of the Note and the redemption and refunding of the Refunded
Bonds are hereby authorized1 to be paid from the proceeds of the Note and from any other City
funds that have previously been designated by the City for payments of interest, principal,
premium, if any, redemption costs, and any other administrative costs related to the redemption
and refunding of the Refunded Bonds.
Section 18. Repeal of Inconsistent Resolutions. All other resolutions or parts thereof in
conflict herewith for the Note are to the extent of such conflict superseded and repealed.
Section 19. Further Authorizations regarding Use of All Remaining Proceeds and
Interest Thereon, if any, from the Series 2010A Bonds in accordance with the Authorizing
Resolution and the Continuing Disclosure Agreement and Payment of Outstanding Series
2010A Bonds. The City Manager and all other necessary City officials, employees, agents, and
representatives have previously been authorized' pursuant to the Authorizing Resolution and
the Continuing Disclosure Agreement for the Series 2010A Bonds to undertake continuing
compliance measures and the City has updated and corrected postings in the various computer
systems and account codes (Fund 31000 — General Gov't Projects transfer to Special
Obligation Bonds Debt Service Fund in the amount of One Million Four Hundred Sixty -Seven
Thousand Seven Hundred Eighty -Seven Dollars and Fifty Cents ($1,467,787.50)) for remaining
proceeds, interest earnings, and project close-outs related thereto.
The City Manager and all other necessary City officials, employees, agents, and
representatives are hereby further authorized1 to use all remaining proceeds and interest
thereon, if any, from the Series 2010A Bonds in accordance with the Authorizing Resolution and
the Continuing Disclosure Agreement to pay, as applicable, to the Bond Registrar, Note
Registrar, Trustee, Escrow Agent, and Paying Agent for the Refunded Bonds upon the closing
of the sale of the Note to the Lender, any and all outstanding amounts for principal and interest,
and premium, if any, due and payable to the Bond Registrar, Note Registrar, Trustee, Escrow
Agent, and Paying Agent under the existing requirements with the understanding that all
outstanding Authorizing Resolution, Escrow Agreement, Continuing Disclosure Agreement, and
other agreements related only to the -Refunded Bonds will cease to exist and the City's
obligations thereunder only for the Refunded Bonds shall terminate upon the sale and the
closing of the Note, the execution of the Escrow Deposit Agreement, and the related
defeasance of the Refunded Bonds which are subject to refunding.
Section 20. Ratifications, Approvals, and Confirmations. Certain necessary actions by
the City Manager and the designated Departments in order to update the relevant financial
controls, project close-outs, accounting entries, and computer systems in connection with
ongoing compliance for the outstanding Series 2010A Bonds, the Authorizing Resolution, and
the Continuing Disclosure Agreement for continuing compliance are hereby ratified, approved,
and confirmed.
Section 21. Effective Date. This Resolution shall be effective immediately upon its
adoption and signature by the Mayor.2
If the Mayor does not sign this Resolution, it shall become effective at the end of ten (10) calendar days
from the date it was passed and adopted. If the Mayor vetoes this Resolution, it shall become effective
immediately upon override of the veto by the City Commission.
APPROVED AS TO FORM AND CORRECTNESS: