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City of Miami
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Legislation
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Resolution
File Number: 15-01485
City Hall
3500 Pan American
Drive
Miami, FL 33133
www.miamigov.com
Final Action Date:
A RESOLUTION OF THE MIAMI CITY COMMISSION, WITH ATTACHMENT(S),
PROVIDING FOR THE ISSUANCE OF NOT TO EXCEED SIXTY-TWO MILLION
DOLLARS ($62,000,000.00) IN AGGREGATE PRINCIPAL AMOUNT OF A CITY OF
MIAMI, FLORIDA ("CITY") LIMITED AD -VALOREM TAX REFUNDING BOND,
SERIES 2015 ("BOND") AND THE COSTS OF ISSUANCE THEREOF; APPROVING
THE SELECTION OF THE PRIVATE PLACEMENT PROPOSAL FROM PINNACLE
PUBLIC FINANCE, INC., A BANKUNITED COMPANY ("PINNACLE") AND
PROVIDING FOR THE PRIVATE PLACEMENT WITH AND NEGOTIATED SALE OF
SAID BOND TO PINNACLE; SETTING CERTAIN BASIC PARAMETERS OF THE
TERMS AND CONDITIONS OF A LOAN AGREEMENT AND THE BOND AND
AUTHORIZING THE NEGOTIATION, EXECUTION AND DELIVERY OF A LOAN
AGREEMENT, THE BOND, AND ALL OTHER NECESSARY AGREEMENTS,
DOCUMENTS, AND INSTRUMENTS IN CONNECTION THEREWITH; MAKING
CERTAIN FINDINGS AND DETERMINATIONS; AUTHORIZING ALL REQUIRED
ACTIONS BY THE CITY MANAGER, THE 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 REGISTRARS AND PAYING
AGENTS AND ALL OTHER NECESSARY CITY OFFICIALS TO UNDERTAKE THE
NECESSARY STEPS AND TO NEGOTIATE, EXECUTE, AND DELIVER ALL
NECESSARY ESCROW DEPOSIT AGREEMENTS, NOTICES, DOCUMENTS, AND
INSTRUMENTS IN CONNECTION WITH THE REDEMPTION OF THE CITY'S
SEVEN MILLION, ONE HUNDRED EIGHTY-FIVE THOUSAND DOLLARS'
($7,185,000.00) OUTSTANDING PRINCIPAL AMOUNT OF THE CITY'S LIMITED
AD -VALOREM TAX BONDS SERIES 2002 (HOMELAND
DEFENSE/NEIGHBORHOOD CAPITAL IMPROVEMENT PROJECTS) ("SERIES
2002 BONDS") AND FIFTY MILLION ONE HUNDRED SEVENTY-FIVE MILLION
DOLLARS ($50,175,000.00) OUTSTANDING PRINCIPAL AMOUNT OF THE CITY'S
LIMITED AD -VALOREM TAX BONDS, SERIES 20076 (HOMELAND
DEFENSE/NEIGHBORHOOD CAPITAL IMPROVEMENT PROJECTS) ("SERIES
20076"); AUTHORIZING THE TRANSFER OF ALL REMAINING PROCEEDS AND
INTEREST ON THE SERIES 2002 BONDS AND THE SERIES 2007B BONDS FOR
RESPECTIVE REDEMPTIONS IN ACCORDANCE WITH THE AUTHORIZING
RESOLUTIONS (AS DEFINED BELOW) AND TAX COMPLIANCE CERTIFICATES
(AS DEFINED BELOW) FOR CONTINUING COMPLIANCE FOR THE SERIES 2002
BONDS AND SERIES 2007B BONDS; 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 (a) Seven Million, One Hundred
Eighty -Five Thousand Dollars ($7,185,000,00) of its previously issued Limited Ad Valorem Tax Bonds,
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Series 2002A (Homeland Defense/Neighborhood Capital Improvement Projects ) ("Series 2002A
Bonds") and (b) Fifty Million, One Hundred Seventy -Five Thousand Dollars ($50, 175,000.00) of its
previously issued Limited Ad Valorem Tax Bonds, Series 2007B (Homeland Defense/Neighborhood
Capital Improvement Projects) ("Series 20076 Bonds"); and
WHEREAS, in order to obtain interest savings in an approximate amount of Seven Million Eight
Hundred Thousand Dollars ($7,800,000.00) (net present value), the City desires (a) to use all
remaining proceeds and interest of the Series 2002 Bonds and Series 2007B Bonds to redeem said
bonds in accordance with their respective Resolution No. 02-797, adopted July 9, 2002, and
Resolution No. 07-0354, adopted June 14, 2007 (collectively, "Authorizing Resolutions") and
respective Tax Compliance Certificates, dated as of August 8, 2002 and as of July 10, 2007
(collectively, "Tax Compliance Certificates"), and (b) to issue in a total aggregate principal amount not
to exceed Sixty -Two Million Dollars ($62,000,000.00) a Limited Ad Valorem Tax Refunding Bond,
Series 2015 ("Bond") to refund on a current basis the Series 2002 Bonds in an outstanding principal
amount of Seven Million, One Hundred and Eighty -Five Thousand Dollars ($7,185,000.00) (which
became subject to optional redemption as of January 1, 2012) and to advance refund the Series
20078 Bonds in an outstanding principal amount of Fifty Million One Hundred and Seventy Five
Thousand Dollars ($50,175,000.00) (which will become subject to optional redemption as of January 1,
2017); and
WHEREAS, a total of Four Million One Hundred Fifteen Thousand, Six Hundred and Forty -Eight
Dollars and Sixty Cents ($4,115,648.60) is remaining from the respective proceeds and interest of (a)
the Series 2002 Bonds in the amount of Three Million Four Hundred Fifty Seven Thousand One
Hundred Thirty -Five Dollars and Forty -Eight Cents ($3,457,135.48) and (b) the Series 2007B Bonds in
the amount of Six Hundred Fifty -Eight Thousand Five Hundred and Thirteen Dollars and Twelve Cents
($658,513.12); and in continuing compliance with the respective Authorizing Resolutions and the Tax
Compliance Certificates for the Series 2002 Bonds and the Series 2007B Bonds, the City has updated
and corrected postings in the various computer systems and account codes (Fund 31000 - General
Gov't Projects to Fund 31200 -Homeland Defense Bonds Series 1 $1,904,968.14; and Fund
31201 -Homeland Defense Bonds Series 2 to Fund 31200 Homeland Defense Bonds Series 1
$1,673,844.78) for remaining proceeds, interest earnings, and project close-outs related thereto; and
WHEREAS, the City's Financial Advisor, Public Financial Management, Inc. ("Financial Advisor"),
issued a Request for Proposals to banking and financial institutions for refinancings and refundings of
the Series 2002 Bonds and Series 2007B Bonds and received multiple proposals which were
evaluated by the Financial Advisor for responses consistent with the City's needs; and
WHEREAS, the proposals and recommendations by the Financial Advisor were
reviewed and recommended by the City Administration to the City's Finance Committee, with the
proposal dated October 26, 2015 ("Proposal", attached and incorporated) from the Pinnacle Public
Finance, Inc., A BankUnited Company ("Pinnacle") being recommended by the Finance Committee on
November 24, 2015, as the only responsive and responsible proposer, to privately purchase and to
hold the Bond not for resale with limited restricted assignability, to provide for the refundings of the
Series 2002 Bonds and Series 2007B Bonds, and to provide for costs of issuance of the Bond 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, that a privately -placed negotiated sale of the Bond to Pinnacle is in the best
interests of the City due to the complexities of the market, the timing of respective redemptions of the
Series 2002 Bonds and the Series 2007B Bonds, and timing of the issuance of the Bond; and
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WHEREAS, limited ad valorem taxes for debt millage at the not to exceed rate of 1.218 (approved
by the voters in the November 13, 2001 referendum pursuant to City Ordinance 12137, adopted
October 11, 2001, attached and incorporated) are proposed to be pledged to repay the Bond and are
also previously pledged to the City's outstanding Series 2007A Bonds and Series 2009 Bonds (both as
defined below); and
WHEREAS, it is in the best interest of the City to approve the private placement and negotiated
sale of the Bond to Pinnacle 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 Pinnacle, the Bond, 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 Bond, and the Escrow Deposit Agreements for the
redemptions of the Series 2002 Bonds and the Series 2007B Bonds, and to authorize the City
Manager, the City Attorney, Bond Counsel, the Financial Advisor, Bond Registrars and Paying Agents
and other necessary and appropriate City officials to undertake and to do all actions necessary and in
the best interests of the City in connection with the private placement sale, issuance and delivery of
the Bond, the redemption and current refunding of the Series 2002 Bonds, and the redemption and
advance refunding of the Series 2007B Bonds, and to accomplish the continuing compliance for the
Series 2002 Bonds and the Series 20076 Bonds pursuant to their respective Authorizing Resolutions
and Tax Compliance Certificates; 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 2002 Bonds, the Series 2007B Bonds, and their respective
Authorizing Resolutions and Tax Compliance Certificates;
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 (the "State"); Chapters 163 and 166, Florida Statutes as amended; Part VII of Chapter 159,
Florida Statutes, as amended; the City Charter of the City of Miami, Florida; applicable City resolutions
and other applicable provisions of law (collectively, the "Act").
Section 2. Definitions. All capitalized undefined terms shall have the meaning as set forth in this
Resolution, the Proposal, and as defined in the Loan Agreement and the Bond. 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:
"Bond" means the not to exceed Sixty -Two Million Dollars ($62,000,000.00) City of Miami, Florida
Limited Ad Valorem Tax Refunding Bond, Series 2015 authorized pursuant to this Resolution.
"Bond Counsel" means Squire Patton Boggs (US) LLP, 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 means the Finance Director of the City.
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"Financial Advisor" means Public Financial Management, Inc.
"Interest Rate" means 2.64% per annum.
"Loan Agreement" means the loan agreement to be entered into between the City and Pinnacle, in
accordance with the terms of this Resolution and the Proposal.
"Maturity Date" means January 1, 2028.
"Payment(s)" means all amounts payable by the City of principal, interest and prepayment penalty,
if any, on the Bond, 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 January 1, commencing January 1, 2017; (b) that no principal payments shall be made on
January 1, 2016 and January 1, 2022; (c) that interest payments shall be paid semi-annually each
January 1 and July 1, commencing July 1, 2016; and (d) that prepayments shall be made as set forth
in the Loan Agreement.
"Paying Agent" means the Finance Director of the City.
"Pinnacle" or "Purchaser" means Pinnacle Public Finance, Inc., a BankUnited Company, as
private placement purchaser and holder of the Bond.
"Pledged Funds" means collectively the amounts on deposit in the Bond Fund and any other funds
and accounts created pursuant to the Loan Agreement and therein pledged to secure the Bond (with
the exception of the Rebate Fund), including Pledged Revenues..
"Pledged Revenues" means 1) legally available Limited Ad Valorem Tax Revenues deposited into
the Bond Fund established by this Resolution and the Loan Agreement and in accordance with
requirements of the pledged revenue structures of the Authorizing Resolutions for the previous Series
2002 Bonds, Series 2007 Bonds and Series 2009 Bonds, 2) to the extent necessary any funds
deposited into the Bond Fund by the City pursuant to a covenant to budget and appropriate
established by this Resolution and the Loan Agreement, and 3) income received from the investment
of moneys deposited into the funds and accounts established by this Resolution and the Loan
Agreement.
"Proposal" means the attached and incorporated proposal dated October 26, 2015, from Pinnacle
to the City.
"Resolution(s)" means this Resolution No. R-15- adopted by the City Commission of the
City of Miami, Florida on December 10, 2015, as amended and supplemented from time to time.
"Series 2002 Bonds" means the City's outstanding Limited Ad Valorem Tax Bonds, Series 2002
(Homeland Defense/Neighborhood Capital Improvement Projects).
"Series 2007 Bonds" means collectively the City's outstanding Limited Ad Valorem Tax Bonds,
Series 2007A and Series 2007B (Homeland Defense/Neighborhood Capital Improvement Projects).
"Series 2009 Bonds" means the City's outstanding Limited Ad Valorem Tax Bonds, Series 2009
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(Homeland Defense/Neighborhood Capital Improvement Projects).
"Taxable Interest Rate" means 4.06 % per annum should the Bond become taxable and such
taxable rate of interest shall continue in effect as the date the tax status is ruled to have changed until
the final Payment on the Bond.
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. Findings
Regarding Negotiated Sale: 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 Bond,
that a negotiated sale of the Bond is in the best interests of the City for the
following reasons:
(i)
The underlying security structure (credit) is one that is broadly understood by
market participants and maintains a strong underlying credit rating;
(ii)
The structure and timing of the issuance of the Bond require extensive
planning, and it is not practical for the City, the Financial Advisor, and Pinnacle
to engage in such planning within the time constraints and uncertainties inherent
within a competitive bidding process;
(iii)
The short average life of the transaction lends itself to the competitive
solicitation of financial institutions undertaken by the City with respect to the
Bond;
(iv)
The Pledged Revenues consist of multiple revenue sources which require
extensive planning and explanation to the market and which must continue in
accordance with requirements of the pledged revenue structures of the
Authorizing Resolutions for the previous Series 2002 Bonds, Series 2007 Bonds
and Series 2009 Bonds, City Ordinance No. 12137, adopted October 11, 2001
setting for the limited ad valorem tax debt millage not to exceed the then current
rate of 1,218, and the related voter referendum of November 13, 2001;
(v)
Market conditions are such that this type of credit would be well received by
financial institutions;
(vi)
The vagaries of the current and near future municipal bond market demand that
the City have the maximum time and flexibility in order to obtain the most
favorable interest rates available; and
(vii)
The structure and timing of the related redemptions of the Series 2002 Bonds
and the Series 2007B Bonds require extensive planning.
B. It is in the best interests of the City, its citizens and taxpayers to issue the Bond in order
to save approximately Seven Million Eight Hundred Thousand Dollars ($7,800,000.00) (net present
value) in interest payments on the Series 2002 Bonds and Series 2007B Bonds without extending the
time for such payments.
C. The Bond shall be payable from the Pledged Funds.
D. There are expected to be sufficient Pledged Funds to pay the interest and principal on the
Bond as the same become due and payable.
E. Except to the extent previously pledged to the City's outstanding Series 2002 Bonds, 2007
Bonds, and 2009 Bonds and to the extent that the City has other existing covenants to budget and
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appropriate, the Pledged Funds are not now pledged or encumbered in any matter.
F. Except to the extent of the City's limited ad valorem pledged debt millage rate (not to
exceed the then current rate of 1.218) established by the City in Ordinance No. 12137, adopted
October 11, 2001 and approved by referendum of the voters on November 13, 2001, neither the City
nor the State of Florida nor any other political subdivision thereof or governmental authority or body
therein, shall ever be required to levy ad valorem taxes to pay the Bond, and the Bond 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. In accordance with Section 218.385(1), Florida Statutes, as amended, the City hereby
finds, determines and declares that a negotiated sale of the Bond is in the best interests of the City
due to the complexities of the market and timing of the issuance of the Bond, and the timing of the
refundings of the Series 2002 Bonds and Series 20078 Bonds. Prior to the issuance of the Bond, the
City shall receive from the Purchaser a Purchaser'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 is 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 voted ad valorem tax debt millage for the Series 2002 Bonds, Series 2007 Bonds,
Series 2009 Bonds, and the Bond and the previous obligations of the City that also contain a covenant
to budget and appropriate legally available funds.
H. In accordance with the recommendations of the City's Administration and the Finance
Committee, the City Commission hereby approves the selection of the private placement Proposal
from Pinnacle for the private placement and negotiated sale of the Bond to Pinnacle, the only
responsive and responsible proposer, in order to receive a loan under the Loan Agreement in an
amount not to exceed Sixty -Two Million Dollars ($62,000,000.00) to refund the Series 2002 Bonds and
Series 2007B Bonds and to provide for costs of issuance of the Bond.
Section 4. This Resolution to Constitute Contract. In consideration of the acceptance of the
Bond 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 constitute a contract between the
City and the Purchaser. The covenants and agreements herein set forth to be performed by the City
shall be for the equal benefit, protection and security of the Purchaser and the Bond, except as
expressly provided herein and in the Loan Agreement.
Section 5. Authorization of the Loan Agreement, the Bond, the Escrow Deposit
Agreements, and All Other Necessary Documents, Agreements, and Instruments. Subject and
pursuant to the provisions hereof and in anticipation of the sale and delivery of the Bond, (i) the City
Manager, in consultation with the City Attorney, Bond Counsel, and the Financial Advisor, is authorized
to negotiate, to execute and to deliver a Loan Agreement with Pinnacle, (ii) an obligation of the City to
be known as the "Limited Ad Valorem Tax Refunding Bond, Series 2015" is authorized to be issued,
executed, and delivered in the aggregate principal amount of not to exceed Sixty -Two Million Dollars
and No Cents ($62,000,000.00), and (iii) the City Manager, in consultation with the City Attorney, Bond
Counsel, and the Financial Advisor, is authorized to negotiate, to execute, and to deliver the Escrow
Deposit Agreements and all other necessary documents, agreements, and instruments. The City
Manager, after consultation with the City Attorney, Bond Counsel, and the Financial Advisor, is further
authorized to negotiate, execute, and deliver any changes, modifications, supplements, or
amendments to the Loan Agreement, the Bond, the Escrow Deposit Agreements, and any and all
other agreements, documents, and instruments as should be deemed necessary or desirable and to
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take such other actions as shall be necessary to implement the terms and conditions of the Loan
Agreement, the Bond, and the Escrow Deposit Agreements. The provisions of such documents, as so
negotiated, executed, and delivered, are hereby incorporated into and made a part of this Resolution.
Section 6. Description of the Bond. The Bond shall be issued as one fully registered Bond in
the principal amount not to exceed Sixty -Two Million Dollars and No Cents ($62,000,000.00), shall be
dated as of the date of its delivery to the Purchaser thereof and shall mature on the Maturity Date.. The
Bond shall be payable to the Purchaser, 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 January 1 and July 1 with the first
interest payment due on July 1, 2016. Principal will be paid annually on January 1 each year, with the
first principal payment payable on January 1, 2017. No principal payments shall be made on January
1, 2016 nor on January 1, 2022. The Maturity Date shall be January 1, 2028; provided, however, that
the Bond and the Loan Agreement shall also provide for prepayments. Upon the occurrence of an
event of taxability, any due but unpaid principal and interest on the Bond shall bear interest at the
Taxable Interest Rate from the date the tax status is ruled to have changed until paid and collected.
Anything herein or in the Bond to the contrary notwithstanding, in no event shall the interest rate borne
by the Bond exceed the maximum interest rate permitted to be paid by the City under applicable law.
On the date of the issuance of the Bond, the City shall receive an amount equal to the par
amount of the Bond from Pinnacle as the purchase price of the Bond. The Bond 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 principal
and interest on the Bond shall be payable upon presentation and surrender at the principal office of the
Paying Agent to the registered owner of the Bond.
The Bond may be exchanged at the office of the Bond Registrar for a like aggregate principal
amount of Bond of the same series and maturity. Notwithstanding the foregoing or any provision of this
Resolution to the contrary, the Bond shall not be transferred unless the new purchaser has executed a
"sophisticated investor letter" in substantially the same form and substance as the "sophisticated
investor letter" executed by the original Purchaser of the Bond.
Section 7. Execution of Bond. The Bond shall be executed in the name of the City by the
Mayor and the City Manager and the seal of the City shall be imprinted, reproduced or lithographed on
the Bond and attested to and countersigned by the City Clerk. In addition, the City Attorney shall sign
the Bond, showing approval of the form and correctness thereof, and the City's Director of Risk
Management shall sign the Bond, showing approval as to the City's insurance requirements. The
signatures of the Mayor and the City Manager, the City Clerk, and the City Attorney on the Bond may
be by facsimile. If any officer whose signature appears on the Bond ceases to hold office before the
delivery of the Bond, his or her signature shall nevertheless be valid and sufficient for all purposes. In
addition, any Bond may bear the signature of, or may be signed by, such persons as at the actual time
of execution of such Bond shall be the proper designated officers to sign such Bond, although at the
date of such Bond or the date of delivery thereof such persons may not have been such officers. Any
Bond delivered shall be authenticated by the manual signature of the Finance Director, and the
registered owner of any Bond so authenticated shall be entitled to the benefits of this Resolution.
Section 8. Bond Mutilated, Destroyed, Stolen or Lost. If the Bond is mutilated, destroyed,
stolen or lost, the City or its agent may, in its discretion (i) deliver a duplicate replacement Bond, or (ii)
pay a Bond that has matured or is about to mature or has been called for redemption. A mutilated
Bond shall be surrendered to and cancelled by the Bond Registrar. The holder of the Bond must
furnish the City or its agent proof of ownership of any destroyed, stolen or lost Bond; post satisfactory
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indemnity; comply with any reasonable conditions the City or its agent may prescribe; and pay the
reasonable expenses of the City or its agent.
Any such duplicate Bond shall constitute an original contractual obligation on the part of the
City whether or not the destroyed, stolen or lost Bond be at any time found by anyone, and such
duplicate Bond 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 Bond so
mutilated, destroyed, stolen or lost.
Section 9. Form of Bond. The Bond 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 and
desirable and permitted by this Resolution or by any subsequent ordinance or resolution adopted prior
to the issuance thereof.
Section 10. Covenants of the City. To the extent permitted by and in accordance with
applicable law and budgetary processes, the City covenants that it will, in each year any Payments are
due, budget and appropriate (a) sufficient legally available Limited Ad Valorem Taxes as set forth in
Ordinance 12137, adopted October 11, 2001 and in accordance with the voter referendum of
November 13, 2001, and if necessary (b) such legally available Non -Ad Valorem Revenues to make
such Payments as they become due.
Such covenants and agreements on the part of the City to budget and appropriate such legally
available amounts as stated above shall be cumulative to the extent not paid, and shall continue until
such legally available funds in amounts sufficient to make all such required Payments shall have been
budgeted, appropriated and actually paid. Notwithstanding the foregoing covenants 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.
Such covenant to budget and appropriate does not create any lien upon or pledge of such
Non -Ad Valorem Revenues, nor, except as provided below, does it preclude the City from pledging in
the future its Non -Ad Valorem Revenues, nor does it require the City to levy and collect any particular
Non -Ad Valorem Revenues, nor does it give the Bank a prior claim on the Non -Ad Valorem Revenues
as opposed to claims of general creditors of the City. Such covenant to budget and appropriate
Non -Ad Valorem Revenues is subject in all respects to the payment of obligations secured by a pledge
of such Non -Ad Valorem Revenues heretofore or hereinafter entered into (including the payment of
debt service on other bonds and other debt instruments 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 for the payment of the Payments, in the manner described herein,
Non -Ad Valorem Revenues and to the extent permitted by applicable law placing on the City a positive
duty to budget and appropriate, by amendment if necessary, amounts sufficient to meet its obligations
hereunder; subject, however, 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. The City represents that the current refunding of the Series 2002 Bonds
and the advance refunding of the Series 2007B Bonds serve essential public purposes and shall
provide a significant cost savings to the City.
Section 11. Tax Covenants. No use will be made of the proceeds of the Bond which, if
such use were reasonably expected on the date of issuance of the Bond, would cause the same to be
"arbitrage bonds" within the meaning of the Internal Revenue Code of 1986, as amended (the "Code").
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The City at all times while the Bond and the interest thereon are outstanding will comply with the
requirements of the Code, including any amendments thereto and any valid and applicable rules and
regulations promulgated thereunder necessary to maintain the exclusion of the interest on the Bond
from federal gross income including the creation of any rebate funds or other funds and/or accounts
required in that regard.
Section 1.2. Security; Bond Not General Indebtedness. The Bond shall not be deemed to
constitute general obligations 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 by a lien upon and a pledge of the Pledged
Funds, in the manner and to the extent herein provided. Except to the limited extent provided in
Ordinance No. 12137 adopted October 11, 2001 and the voter referendum of November 13, 2001, no
holder of the Bond 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 Bond or the interest thereon, nor shall
any holder of the Bond 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 Bond and the indebtedness evidenced thereby shall not constitute a lien upon any real
or personal proprty 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 Bond shall be secured forthwith equally and ratably by a prior lien on the proceeds
derived from the Pledged Funds, and the City does hereby irrevocably pledge the same to payment of
the inipal thereof and interest thereon when due.
Section 13. Sale of Bond to Refund and to Redeem the outstanding Series 2002 Bonds
and Series 2007B Bonds. The Bond is hereby sold and awarded to the Purchaser, at the purchase
price of not to exceed Sixty -Two Million Dollars ($62,000,000.00) and the Mayor, the City Manager, the
City Clerk, Director of Risk Management, and the City Attorney are hereby authorized to execute and
deliver the Bond in the form set forth herein and in the Loan Agreement, receive the purchase price
therefor and apply the proceeds thereof to pay costs of issuance of the Bond and for the City to
redeem and to refund on a current basis the Series 2002 Bonds and to redeem and to refund on an
advance basis the Series 2007B Bonds, as herein provided, without further authority from this body.
The City Manager and the City Clerk are authorized to make any and all changes on the form of the
Bond which shall be necessary to conform the same to the commitment of the Purchaser. Execution
of the Bond by the Mayor, the City Manager, the City Clerk, Interim Risk Management Director, and
the City Attorney shall be conclusive evidence of their approval of the form of the Bond.
Section 14. Amendments and Supplements to this Resolution. This Resolution shall be
further amended and supplemented as necessary in order to accomplish the issuance of the Bond or
as necessary in connection with the purposes for which the Bond are being issued or as necessary in
connection with the redemption and current refunding of the Series 2002 Bonds and the redemption
and advance refunding of the Series 2007B Bonds.
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 or contrary to any express
provision of law or contrary to the policy of express law, though not expressly prohibited, or 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 or provisions of this Resolution or of the Bond issued hereunder or regarding the
redemption and current refunding of the Series 2002A Bonds and the Series 2002C Bonds.
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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, the City Clerk, City Attorney, City Manager, Risk Management Director,
Finance Director, nor any other official executing the Bond shall be liable personally on the Bond 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 current refunding of the Series 2002 Bonds
and the redemption and advance refunding of the Series 2007B Bonds.
Section 17. Further Authorizations regarding the issuance of the Bonds and the
redemption and current refunding of the Series 2002A Bonds and the redemption and advance
refunding of the Series 2007B Bonds. The Mayor and the City Manager or either of them and the
City Clerk, the Finance Director, the City Attorney, Bond Counsel, the City's 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(s),
Trustee(s), Escrow Agent(s), or Paying Agent(s), 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
Bond, the notices, calls for redemptions, redemptions, and the current refunding of the Series 2002A
Bonds and the advance refunding of the Series 2007B Bonds, and are authorized and empowered,
collectively or individually, to take all action and steps and to execute the Bond, 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 Bond to the Purchaser, and the redemption and current refunding of the Series 2002A Bonds and
the advance refunding of the Series 2007B Bonds, that are necessary or desirable in connection with
the sale, execution and delivery of the Bond, the noticing, call for redemptions, redemptions, and the
current refunding of the Series 2002A Bonds and the advance refunding of the Series 2007C Bonds,
and which are specifically authorized or are not inconsistent with the terms and provisions of this
Resolution or any action relating to the Bond, the Series 2002 Bonds, or the Series 20078 Bonds,
heretofore taken by the City and/or by the City's Financial Advisor, Bond Counsel, City Manager,
Finance Director, and City Attorney, or other necessary City officials, employees, representatives, and
agents, including any Bond Registrar(s), Trustee(s), Escrow Agent(s) or Paying Agent(s) for the Series
2002 Bonds and Series 2007B Bonds. Such officials, employees, agents and representatives and
those so designated are hereby charged with the responsibility for the issuance of the Bond and the
redemption and current refunding of the Series 2002 Bonds and the redemption and advance
refunding of the Series 2007 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(s), Trustee(s), Escrow Agent(s), or Paying
Agent(s) for the Series 2002 Bonds and the Series 20078 Bonds. Any and all costs incurred in
connection with the issuance of the Bond and the redemption and current refunding of the Series
2002A Bonds and the redemption and advance refunding of the Series 2007B Bonds are hereby
authorized to be paid from the proceeds of the Bond 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 current refunding of the Series
2002 Bonds and the redemption and advance refunding of the Series 2007C Bonds.
Section 18. Repeal of Inconsistent Resolutions. All resolutions or parts thereof in conflict
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herewith are to the extent of such conflict superseded and repealed.
Section 19. Further Authorizations regarding Use of All Remaining Proceeds and
Interest Thereon from the Series 2002 Bonds and Series 2007B Bonds in accordance with the
respective Authorizing Resolutions and the Tax Compliance Certificates, and Payment of
Outstanding Series 2002A Bonds and Series 2002C Bonds. The City Manager and all other
necessary City officials, employees, agents and representatives have previously been authorized
pursuant to the respective Authorizing Resolutions and the Tax Compliance Certificates for the Series
2002 Bonds and the Series 2007B 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 to Fund 31200 -Homeland Defense Bonds Series 1 $1,904,968.14; and Fund
31201 -Homeland Defense Bonds Series 2 to Fund 31200 Homeland Defense Bonds Series 1
$1,673,844.78) 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 authorized to use all remaining proceeds and interest thereon from the Series 2002
Bonds and the Series 2007B Bonds in accordance with the respective Authorizing Resolutions and Tax
Compliance Certificates to pay, as applicable, to the Bond Reg istrar(s),Trustee(s), Escrow Agent(s),
and Paying Agent(s) for the Series 2002 Bonds and the Series 20078 Bonds upon the closing of the
sale of the Bond to Pinnacle, any and all outstanding amounts for principal and interest, and premium,
if any, due and payable to the Bond Registrar(s), Trustee(s), Escrow Agent(s), and Paying Agent(s)
under the existing requirements, with the understanding that all outstanding Authorizing Resolutions,
Trust Indentures, Escrow Agreements, Tax Compliance Certificates, and other agreements related to
the outstanding Series 2002 Bonds and the Series 2007B Bonds will cease to exist and the City's
obligations thereunder shall terminate upon the sale and the closing of the Bond, the execution of the
related Escrow Deposit Agreements, and the related redemption and current refunding of all
outstanding Series 2002 Bonds and the provisions for the redemption and advance refunding for the
Series 2007B Bonds.
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 2002 Bonds and the Series 2007B Bonds, the respective Authorizing
Resolutions and Tax Compliance Certificates 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.{1}
APPROVED AS TO FORM AND CORRECTNESS:
VICTORIA MENDEZ
CITY ATTORNEY
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Footnotes:
{1} 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.
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