HomeMy WebLinkAboutVI(B) Resolution No. 97-01, Authorizing Purchase Of Surety Bond For AMBAC Indemnity CorporationOcoeo_
C.
f G 060
TO
FROM:
DATE:
RE:
"CENTER OF GOOD LIVING - PRIDE OF WEST ORANGE"
CITY OF OCOEE
150 N. LAKESHORE DRIVE
OCOEE, FLORIDA 34761-2258
(407) 656-2322
MEMORANDUM
AGENDA 1-21-97 I
Item VI B I
J. Z) .U11 VAINULBUKIC1
Honorable Mayor and Board of City Commissioners
Wanda B. Horton, Finance Director�4$#-
January 15, 1997
COMMISSIONERS
RUSTY JOHNSON
SCOTT ANDERSON
SCOTT A. GLASS
JIM GLEASON
CITY MANAGER
ELLIS SHAPIRO
Surety Bond for the Series 1993 Water and Sewer Bond
Issue Reserve Account
---------------------------------------------------------
The Series 1993 Water and Sewer System Refunding and Improvement
Revenue Bonds required a reserve account be established in the
amount of $649,875.00.
The City received consent from the bond insurers for the deposit of
a surety bond to the reserve fund and withdrawal of the monies
comprising the $649,875.00 currently in the reserve fund. These
funds will be transferred to pay certain costs of the 1997 Water
and Sewer System Improvement Projects.
Resolution 97-01 authorizes the City to purchase a Surety Bond to
replace the current $649,875.00 held in the reserve fund for the
Series 1993 Bonds and authorizes the monies to be expended on the
1997 Water and Sewer Improvement Project.
Action Requested
Staff respectfully requests the Honorable Mayor and Board of City
Commissioners approve Resolution 97-01 and authorize the Mayor and
.City Clerk to execute the necessary documents.
RESOLUTION NO. 97- 01
A RESOLUTION AUTHORIZING THE PURCHASE OF A SURETY
BOND FROM AMBAC INDEMNITY CORPORATION FOR DEPOSIT
TO THE RESERVE FUND ESTABLISHED FOR THE $8,555,000 CITY
OF OCOEE, FLORIDA WATER AND SEWER SYSTEM REFUNDING
AND IMPROVEMENT REVENUE BONDS, SERIES 1993;
AUTHORIZING THE WITHDRAWAL OF CERTAIN MONEYS IN THE
RESERVE FUND FOR DEPOSIT IN A CONSTRUCTION FUND FOR
EXPENDITURE WITH RESPECT TO' CERTAIN PROJECTS;
PROVIDING CERTAIN OTHER MATTERS IN CONNECTION
THEREWITH; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the City of Ocoee, Florida (the "Issuer"), has by Resolution No. 93-02
adopted on February 2, 1993, Resolution No. 93-03 adopted on February.16, 1993,
Resolution No. 96-32 adopted on December 3, 1996, and Resolution No. 96-35 adopted on
December .17, 1996 (collectively, the "Resolution"), authorized the issuance of $8,555,000
City of Ocoee, Florida Water and Sewer System Refunding and Improvement Revenue
Bonds, Series 1993, issued to refund certain outstanding obligations and to finance an Initial -
Project (as defined in the Resolution) and authorized the issuance of $10,150,000 City of
Ocoee, Florida Water and Sewer System Improvement Revenue Bonds, Series 1997, to
finance the Additional 1997 Project (as defined in the Resolution);` and
WHEREAS, the Issuer now desires to deposit to the Reserve Fund created to secure
the Series 1993 Bonds a surety bond from AMBAC Indemnity Corporation (the "Surety
Bond Provider") in accordance herewith; and
WHEREAS, the Issuer further desires -to withdraw from the Reserve Fund for the
Series 1993 Bonds, upon the deposit of the surety bond, the monies comprising the Reserve
Requirement for the Series 1993 Bonds in the amount of $649,875 and to deposit such
monies to pay certain costs of the Additional 1997 Project as defined in the Resolution; and
WHEREAS, in order to preserve and protect the public health, safety and welfare
of the inhabitants of the Issuer, it has been found to be necessary and desirable to acquire,
design and construct the Additional 1997 Project, and the Issuer requires additional monies
in order to fund the Additional 1997 Project; and
WHEREAS, the Issuer has received the consent for the bond insurer for the Series
1993 Bonds, MBIA, to the deposit of the surety bond from the Surety Bond Provider
pursuant to Section 4.5(A)(4) of the Resolution.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE
CITY OF OCOEE, FLORIDA:
SECTION 1. DEFINITIONS. All capitalized terms, used herein and not otherwise
defined shall be as defined in the Resolution. This resolution constitutes a Supplemental
Resolution as defined in the Resolution.
SECTION 2. PURCHASE OF SURETY BOND. A commitment has been received
for a surety bond to be issued by AMBAC Indemnity Corporation, who is also acting as the
bond insurer for the Series 1997 Bonds, guaranteeing certain payments into the Reserve
Fund with respect to the Series 1993 Bonds. The Issuer is hereby authorized and directed
to purchase a surety bond from the Surety Bond Provider (the "Reserve Fund Policy")
relating to the Series 1993 Bonds to be deposited in the Reserve Fund for the Series 1993
Bonds, and payment for such Reserve Fund Policy to the Surety Bond Provider is hereby
authorized from Issuer revenues. The Issuer hereby authorizes the execution of a Reserve
Fund Guaranty Agreement with the Surety Bond Provider (the "Agreement") in the form
attached as Exhibit A relating to the issuance of the surety bond for the Reserve Fund and
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to deliver said Agreement to the Surety Bond Provider, and does hereby direct the execution
and delivery of said Agreement by the Mayor, attested to by the City Clerk. All of the
provisions of said Agreement, when executed and delivered by the Issuer is authorized
herein and when duly authorized, executed and delivered by the Surety Bond Provider, shall
be deemed to be a part of this Resolution as fully and to the same extent as if incorporated
verbatim in the appropriate sections.
SECTION 3. USE OF FUNDS CURRENTLY IN RESERVE FUND FOR SERIES
1993 BONDS. The funds currently in' the Reserve Fund for the Series 1993 Bonds in the
amount of $649,875 shall only be withdrawn upon the deposit of the surety bond from the
Surety Bond Provider. Upon such withdrawal, the funds shall be held in a licensed and
insured depository authorized to hold such funds of the Issuer and expended for costs of the
Additional 1997 Project by the Issuer.
SECTION 4. EFFECTIVE DATE. This Resolution shall take effect immediately
upon its adoption.
DULY ADOPTED this 21st day of January, 1997.
[SEAL]
ATTEST:
City Clerk
J
CITY COMMISSION OF THE
CITY OF OCOEE, FLORIDA
Mayor
FOR USE AND RELIANCE ONLY
BY THE CITY OF OCOEE,
APPROVED AS TO FORM AND
LEGALITY, THIS DAY OF
1997
FOLEY & LARDNER
By:
City Attomey
J:\BONDS\4128\RESOl.SB 11 /14/971 GED I R
CI
APPROVED BY THE OCOEE
CITY COMMISSION AT A
MEETING HELD ON JANUARY
21, 1997 UNDER AGENDA ITEM
NO.
EXHIBIT A TO RESOLUTION
GUARANTY AGREEMENT
GUARANTY AGREEMEIN7 dated as of , 1997 by and between City of Ocoee,
Florida, a public body corporate organized and e:dsting under the laws of the State of Florida (the issuer, as
"Obligor"); and AMBAC INDEiI'Vfi= CORPORATION ("AII�IBAC"), a Wisconsin -domiciled stock insurance
company.
WITNESSETH:
WHEREAS, the Obligor will issue S in aggregate principal amount of
Series , dated (the "Obligations"), pursuant
to the terms of the Resolution; and
WHEREAS, AMBAC will issue its Surety Bond (the "Surety Bond! ), substantially in the form
set forth in Annex A to this Agreement, gua_ranteemg certain payments by the Obligor subject to the terms and
limitations of the Surety Bond; and
WHEREAS, to induce ANMAC to issue the Surety Bond, the Obligor has agreed to pay the
premium for such.Sure y Bond and to reimburse AMBAC for all payments made by AMBAC under the Surety
Bond from Legally Available Funds, all as more fully set forth in this Agreement; and
WHEREAS, the Obligor understands that :AMBAC expressly requires the delivery of this
Agreement as part afthe consideration for the execution by AIMBAC of the Surety Bond.
NOW, THEREFORE, in consideration of the premises and of the agreements herein contained
and of the execution of the Surety Bond; the Obligor and ANL IBAC agree as follows:
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ARTICLE I
DEFINMONS; SURETY BOND
Section 1.01. Definitions. Except as otherwise expressly provided herein or unless the context
otherwise requires, the terms which are capitalized herein shall have the meanings specified in Annex B hereto.
Section 1.02. Surety Bond.
(a) AMBAC will issue the Surety Bond in accordance with and subject to the terms and
conditions of the Commitment.
(b) The maximum liability of AMBAC under the Surety Bond and the coverage and tern
thereof shall be subject to and limited by the Surety Bond Coverage and the terms and conditions of the Surety
Bond
(c) Payments made under the Surety Bond will reduce the Surety Bond Coverage to the extent
of that payment, provided that the Surety Bond Coverage shall be automatically reinstated to the extent of the
reimbursement of principal by the Obligor of any payment made by AMBAC. AMBAC shall notify the Paying
Agent in writing no later thanthe n"flh (5th) day following the reimbursement by the Obligor that the Surety Bond
has been reinstated to the extent of such reimbursement.
Section 1.03. Premium. In consideration of AMBAC agreeing to issue the Surety Bond
hereunder, the Obligor hereby agrees to pay or cause to be paid from the proceeds of the obligations the premium
set forth in the Commitment.
Section 1.04. Certain Other F-xpenses. The Obligor will pay all reasonable fees and
disbursements of AMBAC's counsel related to any modification of this Agreement or the Surety Bond requested
by the Obligor.
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ARTICLE 11
REIMBURSEiI�NT OBLIGATIONS OF OBLIGOR AND SECURITY TBEREFOR
Section 2.01. Reimbursement for Payments Under the Surety Bond and Expenses.
(a) The Obligor will reimburse AMBAC, from Legally Available Funds within the
Reimbursement Period, without demand or notice by AMBAC to the Obligor or any other person, to the extent of
each Surety Bond Payment with interest on each Surety Bond Payment from and including the date made to the
date of the reimbursement by the Obligor at the Effective Interest Rate. The Obligor agrees that it shall make
monthly level principal repayments for each Surety Bond Payment during the Reimbursement Period. Interest on
each Surety Bond Payment shall be paid monthly during the Reimbursement Period. To the extent that interest
payments due hereunder are not paid on a monthly basis, or are not paid as each principal repayment is made,
interest shall accrue on such unpaid amounts at a rate equal to the Effective Interest Rase.
(b) The Obligor also agrees to reimburse AMBAC, from Legally Available Funds, immediately
and unconditionally upon demand for all reasonable expenses incurred by AMBAC in connection with the Suretv
Bond and the enforcement by AMBAC of the Obligofs obligations under this Agreement together with interest on
all such expenses from and including the date which is 30 days from the daze a statement for such expenses is
received by the Obligor incurred to the date of payment at the rate set forth in subsection (a) of this Section 2.01.
Section 2.02. Allocation of Payments. AMBAC and the Obligor hereby agree that each
repayment of principal received by AMBAC from or on behalf of the Obligor as a reimbursement to AMBAC as
required by Section 2.01(a) hereof shall be applied to reinstate all or a portion of the Surety Bond Coverage to the
extent of such repayment. Any interest payable pursuant to Section 2.01(a) hereof shall not be applied to the
reinstatement of any portion of the Surety Bond Coverage.
Section 2.03. Security for Payments; Instruments of Further Assurance. To the extent, but
only to the extent, that the Resolution, pledges to the Owners or any paying agent therefor, or grants a security
interest or lien in or on any collateral property, revenue or other payments ("Collateral and Revenues") in order to
secure the Obligations or provide a source of payment for the Obligations, the Obligor hereby grants to AMBAC
a security interest in or lien on, as the case may be, and pledges to ANMAC all such Collateral and Revenues as
security for payment of all amounts due hereunder, which security interest; lien and/or pledge created or granted
under this Section 2.03 shall be subordinate only to the interests of the Owners and any paying agent therefor in
such Collateral and Revenues. The Obligor agrees that it will, from time to time, execute, acknowledge and
deliver, or cause to be executed, acknowledged and delivered, any and all financing statements, if applicable, and
all other further instruments as may be required by law or as shall reasonably be requested by AMBAC for the
.perfection of the security interest, if any, granted under this Section 2.03 and for the preservation and protection
of all rights of AMBAC under this Section 2.03.
Section 2.04. Unconditional Obligation. The obligations of the Obligor hereunder are absolute
and unconditional and will be paid or performed strictly in accordance with this Agreement, irrespective of.
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(a) any lack of validity or enforceability of or any amendment or other modification of or
waiver with respect to the Resolution or the Obligations;
(b) any exchange, release or nonperfection of any security interest in property securing the
Obligations or this Agreement or any obligations hereunder,
(c) any circumstances which might otherwise constitute a defense available to, or discharge o�
the Obligor with respect to the Obligations;
(d) whether or not such Obligations are contingent or maftu-4 disputed or undisputed,
liquidated or unliquidated.
ARTICLE III
EVENTS OF DEFAULT, REiIEDIES
Section 3.01. Events of Default. The following events shall constitute Events of Default
hereunder.
(a) The Obligor shall fail to pay to AMBAC any amount payable under Sections 1.04 and 2.01
hereof and such failure, with respect to amounts owed pursuant to Section 2.01 shall have continued for a period
in excess of the Reimbursement Period;
(b) Any material representation or warranty made by the Obligor hereunder or under the
Resolution or any statement in the application for the Surety Bond or any report, certificate, financial statement or
other instrument provided in connection with the Commitment, the Surety Bond or. herewith shall have been
materially false at the time «hen made;
(c) Except as otherwise provided in this Section 3.01, the Obligor shall fail to perform any of
its other obligations hereunder, provided that such failure continues for more than thirty (30) days after receipt by -
the Obligor of notice of such failure to perform;
(d) The Obligor shall (i) voluntarily commence anv proceeding or file any petition seeking relief
under the United States Bankruptcy Code or any other Federal, state or foreign bankruptcy, insolvency or similar
law, (ii) consent to the institution o4 or fail to controvert in a timely and appropriate manner, any such proceeding
or the filing of any such petition, (iii) apply for or consent to the appointment of a receiver, paying agent,
custodian, sequestrator or similar official for the Obligor or for a substantial part of its property, (iv) file an
answer admitting the material allegations of a petition filed against it in any such proceeding, (v) make a general
assignment for the benefit of creditors, (vi) become unable, admit in writing its inability or fail generally to pay its
debts as they become due or (vii) take action for the purpose of effecting any of the foregoing; or
El
(e) ,An involuntary proceeding shall be commenced or an involuntary petition shall be filed in a
court of competent jurisdiction seeking (i) relief in respect of the Obligor, or of a substantial part of its property,
under the United States Bankruptcy Code or any other Federal, state or foreign bankruptcy, insolvency or similar
law or (ii) the appointment of a receiver, paying agent, custodian, sequestrator or similar official for the Obligor
or for a substantial part of its property; and such proceeding or petition shall continue undismissed for sixty (60)
days or an order or decree approving or ordering any of the foregoing shall continue unstayed and in effect for
thirty (30) days.
Section 3.02. Remedies. If an Event of Default shall occur and be continuing, then AMBAC
may take whatever action at law or in equity may appear necessary or desirable to collect the amounts then due
and thereafter to become due under this Agreement or any related instrument- and any obligation, agreement or
covenant of the Obligor under this Agreement; provided, however, that AMBAC may not take any action to
director require acceleration or other early redemption of the Obligations or adversely affect the rights of the
Owners. All rights and remedies of AMBAC under this Section 3.02 are cumulative and the exercise of any one
remedy does not preclude the exercise of one or more of the other available remedies.
ARTICLE N
SETTLEMENT
AMBAC shall have the exclusive right to decide and determine whether any claim, liability, suit
or judgment made or brought against AMBAC, the Obligor or anv other party on the Surety Bond shall or shall
not be paid, compromised, resisted, defended; tried or appealed, and AMBAC's decision thereon, if made in good
faith, shall be final and binding upon the Obligor. An itemized statement of payments made by AMBAC,
certified by an officer of AMBAC, or the voucher or vouchers for such payments, shall be prima, facie evidence
of theliability of the Obligor, and if -the Obligor fails to reimburse AMBAC, pursuant to subsection (b) of
Section 2.01 hereof; upon the receipt of such statement of payments, interest shall be computed on such amount
from the date of any payment made by AINMAC at the rate set forth in subsection (a) of Section 2.01 hereof.
ARTICLE V
MISCELLANEOUS
Section 5.01. Computations. All computations of premium, interest and fees hereunder shall be
made on the basis of the actual number of days elapsed over a year of 360 days.
Section 5.02. Exercise of Rights. No failure or delay on the part of AMBAC to exercise any
right, power or privilege under this Agreement and no course of dealing between AMBAC and the Obligor or any
other party shall operate as a waiver of any such right, power or privilege, nor shall any single or partial exercise
of any such right, power or privilege preclude any other or further exercise thereof or the exercise of any other
5
right, power or privilege. The rights and remedies herein expressly provided are cumulative and not exclusive of
any rights or remedies which AMBAC would otherwise have pursuant to laiv or equity. No notice to or demand
on any party in any case shall entitle such party to any other or further notice or demand in similar or other
cim instances, or constitute a waiver of the right of the other party to any other or fin-ther action in any
circumstances without notice or demand
Section 5.03. Amendment and Waiver. Any provision of this Agreement may be amended,
waived, supplemented, discharged or terminated only with the prior written consent of the Obligor and AMBAC.
The Obligor hereby agrees that upon the written request of the Paying Agent, AMBAC may make or consent to
issue any substitute for the Surety Bond to cure any ambiguity or formal defect or omission in the Surety Bond
which does not materially change the terms of the Surety Bond nor adversely affect the rights of the Owners, and
this Agreement shall apply to such substituted Surety Bond AMBAC agrees to deliver to the Obligor and to the
company or companies, if any, rating the Obligations, a'copy of such substituted Surety Bond.
Section 5.04. Successors and Assigns; Descriptive Headings.
(a) This Agreement shall bind, and the benefits thereof shall inure to, the Obligor and AMBAC
and their respective successors and assigns, so long as the conditions in the Resolution are satisfied; provided that
the Obligor may not transfer or assign any or all of its rights and obligations hereunder without the prior written
consent of AMBAC.
(b) The descriptive headings of the various provisions of this Agreement are inserted for .
convenience: of reference only and shall not be deemed to affect the meaning or construction of any of the
provisions hereof.
Section 5.05. Other Sureties. If AMBAC shall_procure any other surety to reinsure the Surety
Bond, this Agreement shall inure to the benefit of such other surety, its successors and assigns, so. as' to give to it
a direct right of action against the Obligor to enforce this Agreement, and "AMBAC," wherever used herein, shall
be deemed to include such reinsuring surety, as its respective interests may appear.
Section 5.06. Signature.on Bond. The Obligor's liability shall not be affected by its failure to
sign the Surety Bond nor by any claim that other indemnity or security was to have been obtained nor by the
release of any indemnity, nor the return or exchange.of any. collateral that may have been obtained.
Section 5.07. Waiver. The- Obligor waives any defense that this Agreement was executed
subsequent to the date of the Surety Bond, admitting and covenanting that such Surety Bond was executed
pursuant to the Obligor's request and in reliance on the. Obligor's promise to execute this Agreement.
Section 5.08. Notices, Requests, Demands. Except as otherwise expressly provided herein, all
written notices, requests, demands or other communications to or upon the respective parties hereto shall be
deemed to have been given or made when actually received, or in the case of teles or telecopier notice sent over a
teles or a telecopier machine owned or operated by a party hereto, when sent, addressed as specified below or at
such other address as either of the parties hereto or the Paving Agent may hereafter specify in writing to the
others:
A
If to the Obligor. City of Ocoee, Florida
150 North Lakeshore Drive
Ocoee, Florida 34761-2258
Attention: Finance Director
If to the Paying Agent:First Union National Bank of Florida
214 Hogan St.
Jacksonville, Florida 32202-0122
Attention: Steve Eason
If to AMBAC: AMBAC Indemnity Corporation
One State Street Plaza
17th Floor
New York, New York 10004
Telephone: (212) 668-0340
Attention: General Counsel
Section 5.09. Survival of Representations and Warranties. All representations, warranties and
obligations contained herein shall survive the execution and delivery of this Agreement and the Surety Bond.
Section 5.10. Governing Lay. This Agreement and the rights and obligations of the parties
under this Agreement shall be governed by and construed and interpreted in accordance with the laws of the State.
Section 5.11. Counterparts. This Agreernent may be executed in any number of copies and by
the different parties hereto on the same or separate counterparts, each of which shall be deemed to be an original
ins rurnent. Complete counterparts of this Agreement shall be lodged with the Obligor and AMBAC.
Section 5.12. Severability. In the event any provision of this Agreement shall be held invalid or
unenforceable by any court of competent jurisdiction, such holding shall not invalidate or render unenforceable
any other provision hereof.
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IN WI'NESS WHEREOF, each of the parries hereto has caused a counterpart of this
Agreement to be duly executed and delivered as of the date fust above written
(Seal)
CITY OF OCOEE, FLORIDA
Attest_ Bv;-
ity Clerk Mayor
AMBAC INDEiIMN= CORPORATION
9
SURETY BOND
SURETY BOND
AMBAC Indemnity Corporation
One State Street Plaza
New York, New York 10004
Telephone: (212) 668-0340
Policy No.
AMBAC Indemnity Corporation ("AMBAC"), in consideration of the payment of the premium and
subject to the terms of this Surety Bond, hereby unconditionally and irrevocably guarantees the full and
complete payments which, are to be applied to payment of principal of and interest on the Obligations
(as hereinafter defined) and which are required to be made by or on behalf of the CITY OF OCOEE,
FLORIDA (the issuer, as "Obligor") to First Union National Bank of Florida, Jacksonville, Florida
(the "Paying Agent") as such payments are due by the Obligor but shall not be so paid pursuant to
Resolution No. 93-02, adopted by the City Commission of the Obligor on February 2, 1993, as
amended and supplemented, in particular as amended and supplemented by Resolution No. ,
adopted by the City Commission of the Obligor on (collectively, the "Resolution")
authorizing the issuance of S' in aggregate principal amount of
Series , dated . (the "Obligations") of said Obligor
and providing the terms and conditions for the issuance of said Obligations; provided that the amount
available at any particular time to be paid to the Paying Agent under the terms hereof shall not exceed
the Surety Bond Coverage, defined herein as the lesser of S or the Reserve Requirement for
the Obligations, as that term is defined in the Resolution (the "Reserve Requirement"). The Surety
Bond Coverage shall be reduced and may be reinstated from time to time as set forth herein.
1. As used herein, the term "Owner" shall mean the registered owner of any Obligation as
indicated in the books maintained by the applicable Paying Agent, the Obligor or any designee of the
Obligor for such purpose. The term ."Owner" shall not include the Obligor or any person or entity
whose obligation or obligations by agreement constitute the underlying security or source of payment
of the Obligations.
2. Upon the later of- (i) one (1) day after receipt by the General Counsel of AMBAC of a demand
for payment in the form attached hereto as Attachment 1 (the "Demand for Payment"), duly executed
by the Paying Agent' certifying that payment due as required by the Resolution has not been made to
the Paying Agent; or (n) the payment date of the Obligations as specified in the Demand for Payment
presented by the Paying Agent to the General Counsel of AMBAC, AMBAC will make a deposit of
funds in an account with the Paying Agent or its successor, in Jacksonville, Florida, sufficient for the
payment to the Paying Agent, of amounts which are then due to the Paying Agent (as specified in the
Demand for Payment) up to but not in excess of the Surety Bond Coverage.
1
3. Demand for Payment hereunder may be made by prepaid telecopy, telex, or telegram of the
executed Demand for Payment do the General Counsel of AMBAC. If a Demand for Payment made
hereunder does not, in any instance, conform to the terms and conditions of this Surety Bond,
AMBAC snail give notice to the Paying Agent, as promptly as reasonably practicable that such
Demand for Payment was not effected in accordance with the terms and conditions of this Surety Bond
and briefly state the reason(s) therefor. Upon being notified that such Demand for Payment was not
effected in accordance with this Surety Bond, the Paying Anent may attempt to correct any such
nonconforming Demand for Payment if, and to the extent that, the Paying Agent is entitled and able to
do so.
4. The -amount payable by AMBAC under this Surety Bond pursuant to a Demand for Payment
shall be limited to the.. Surety Bond Coverage. The Surety Bond Coverage shall be reduced
automatically to the extent of each payment made by AMBAC hereunder and -will be reinstated to the
extent of each reimbursement .of AMBAC by the Obligor , pursuant to Article II of the Guaranty
Agreement, dated as of , by and between AMBAC and- the Obligor (the "Guaranty
Agreement"); provided, that in no event shall such reinstatement exceed the Surety Band Coverage.
AMBAC wiII notify the Paying Agent, in writing within five (5) days of such reimbursement, that the
Surety Bond Coverage has been reinstated to the extent of such reimbursement pursuant to the
Guaranty Agreement and such reinstatement shall be effective as of the date AMBAC gives such
notice. The notice to the Paying Agent will be substantially in the form attached hereto as Attachment
2. The Surety Bond . Coverage shall be automatically reduced to the extent that the Reserve
Requirement for the Obligations is lowered or reduced pursuant to the terms ofthe Resolution.
5. Any service of process on AMBAC may be made to AMBAC or the office of the General
Counsel of AMBAC and such service of process shall be valid and binding as to AMBAC. During the
term of its appointment, General Counsel will act as agent for the acceptance of service of process and
its offices are located at One State Street Plana, New York, New York 10004, Telephone: (212) 668-
0340.
6. This Surety Bond is noncancelable for any reason. The term of this Surety Bond shall expire
on the earlier of (i) or (ii) the date on which the Obligor, to the satisfaction of
AMBAC, has made all payments required to be made on the Obligations pursuant to the Resolution.
The premium on this Surety Bond is not refundable for any reason, including the payment prior to
maturity of the Obligations.
7. This Surety Bond shall be governed by and interpreted under the laws of the State of
Wisconsin; and arty suit hereunder in connection with any payment may be brought only by the Paying
Agent within one year after (i) a Demand for Payment, with respect to such payment, is made pursuant
to the terms of this Surety Bond and AMBAC has failed to make such payment or ('a) payment would
otherwise have been due hereunder but for the failure on the part of the Paying Agent to deliver to
AMBAC a Demand for Payment pursuant to the terms of this Surety Bond, whichever is earlier.
2
s.
The insurance provided by the Surety Bond is not covered by the Florida Insurance Guaranty
Association.
IN WITNESS WB EREOF, AMBAC has caused this Surety Bond to be executed and attested on its
behalf this day of
Attest:
Assistant Secretary
AIM3AC Indemnity Corporation
'First Vice President and
General Counsel, Public Finance
By:
Countersignature Agent
3
Attachment 1
Surety Bond No.
DEMAND FOR PAYMENT
AMBAC Indemnity Corporation
One State Street Plaza
New York, New York 10004
Attention: General Counsel
,19
Reference is made to the Surety Bond No. . (the "Surety Bond") issued by
AMBAC Indemnity 'Corporation ("AMBAC"). The terms which are capitalized herein and not
otherwise defined -have the meanings specified in the Surety Bond unless the context otherwise
requires -
The Paying Agent hereby certifies that:
(a) Payment by the Obligor to the Paying Agent was due on [a date not less.than one
(I) day prior to the applicable payment date for the Obligations] under the
attached hereto as Exhibit A, in an amount equal to _S (the ."Amount Due"). The Amount
Due is payable to the Owners ofthe Obligations on
(b) S has been deposited in the [Account] from moneys paid by the Obligor
or from other funds legally available to the Paying.Agent for payment to the Owners ofthe Obligations,
which amount is S less than the Amount Due (the "Deficiency")
(c) The Paying Agent has not heretofore made demand under -the Surety Bond for the Amount.
Due or arty portion thereof.
The Paying Agent hereby requests that payment of the Deficiency (up to but not in excess of
the Surety Bond Coverage) be made by AMBAC under the Surety Bond and directs that payment
under the Surety Bond be made to the following account by bank wire transfer of federal or other
immediately available funds in accordance with the terns of the Surety Bond:
[Paying Agent's Account]
[PAYING AGENT]
By:
Its:
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Attachment 2
Surety Bond No.
NOTICE OF REINSTATEMENT
[Paying Agent] , 19
[Address]
Reference is made to the Surety Bond No. (the "Surety Bond") issued by
AMBAC Indemnity Corporation ("AMBAC."). The terms which are capitalized herein and not
otherwise defined, have the meanings' specified in
requires. the Surety Bond unless the context otherwise
AMBAC hereby delivers notice that it is in receipt of payment from the Obligor pursuant to
Article U of the Guaranty Agreement and as of the date hereof the Surety Bond Coverage is
S subject to a reduction as the Reserve Requirement for the Obligations is lowered or
reduced pursuant to the terms of the Resolution.
AIIIBAC INDEIMM CORPORATION
Attest: By:
Title Title
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0NOW
DEFINITIONS
For all purposes of this Agreement, except as otherwise expressly provided herein or unless the context
otherwise requires, all capitalized terms shall have the meaning as set out below.
"Agreement" means this Guaranty Agreement.
"AMBAC" has the same meaning as set forth in the first paragraph of this Agreement.
"Collateral and Revenues" has the same meaning as set forth in Section 2.03 hereof.
"Commitment" means the AMBAC Commitment for Surety Bond in the form attached hereto as
Annex C.
"Debt Service Payments" means those payments required to be made by the Obligor which will be
applied to payment of principal of and interest on the Obligations.
"Effective Interest Rate" means the lesser of the Reimbursement Rate or the maximum rate of interest
permitted by then applicable law; provided, however, that the Effective Interest Rate shall in no event be less than
the interest rate on the Obligations.
"Event of Default" shall mean those events of default set forth in Section 3.01 of this Agreement.
"Legally Available Funds" shall mean the Pledged Funds (as defined in the Resolution) available after all
required current payments for Cost of Operation and Maintenance (as defined in the Resolution) and Debt
Service Payments have been made.
"Oblisations" has the same meaning as set forth in the second paragraph of this Agreement.
"Obligor" has the same meaning as set forth in the first paragraph of this Agreement.
"O-wmers" means the resistered owner of anv Oblisation as indicated in the books maintained bv_ the
applicable paying agent, the Obligor or any designee of the Obligor for such purpose. The term "Owner" shall
not include the Obligor or any person or entity whose obligation or obligations by agreement constitute the
underlying security or source of payment for the Obligations.
"Paving Agent" means The First Union Bank of Florida, Jacksonville, Florida.
"Reimbursement Period" means, with respect to a particular Surety Bond Payment, the period
commencing on the date of such Surety Bond Payment and ending 12 months following such Surety Bond
Payment.
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"Reimbursement Rate" means Citibank's prime rate plus two (2) percent per annum, as of the date of
such Surety Bond Payment, said "prime tate" being the rate of interest announced from time to time by Citibank,
New York, New York, as its prime rate. The rate of interest shall be calculated on the basis of a 360 -day year.
"Resolution" means Resolution No. 93-02, adopted by the City Commission of the Obligor on February
2, 1993, as amended and supplemented, in particular as amended and supplemented by Resolution No. ,
adopted by the City Commission of the Obligor on
"State" means the State of Florida.
"Surety Bond" means the surety bond issued by AMBAC substantially in the form attached to this
Agreement as Annex A.
"Surely Bond Coverage" means the amount available at any particular time to be paid to the Paying
Agent under the terms of the Surety Bond, which amount shall never exceed S
"Surety Bond Payment" means an amount equal to the Debt Service Payment less (i) that portion of the
Debt Service Payment paid by the Obligor, and (ii) other funds legally available to the Paying Agent for payment
to the Owners, all as certified by the Paying Agent in a demand for payment rendered pursuant to the terms of the
Surety Bond
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ANNEX C
COMMITMENT
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AMBAC Iii DEMNM CORPORATION — COMMrIINfENT FOR SURETY BOND
Lauer. CITY OF OCOEE, FLORIDA
Bonds:
Surety Bond Amount S
Commitment Number.
Date of Commitment:
F-cpisation Date:
Premium: % of the Debt Senior Reserve
Fund Requirement -
AMBAC Indernn.ity'Corporation ("AMBAC" or'AMBAC Indemnity"), A Wisconsin Stock Insurance Company, hereby
commits to issue a Sunny Bond (the 'Commitment') relating to the Debt Service Reserve Fund for the above-described
debt obligations (the 'Bonds), subs=dally in the form attached hereto, subject to the terms and conditions contained
herein or added hereto (see conditions set forth herein).
To attend this Commitment atter the c:Tir=on date set forth above, an oral (subsequently confirmed in writing) or
written request for renewal must be submitted to AMBAC at least one business day prior to such ccpiration date.
ADAC reserves the right to rcft= to grant a renewal or may anew this Commit a=t subject to additional terms and
conditions
The Surety Bond (the "Surety") shall be issued if the following conditions are satisfied:
1. AMBAC shall rear as opinion of counsel or a ccrtificate of an offic= of the Issuer or ultimate obligor
stating that the information supplied to AMBAC in order to obtain the Surety and the documents to be
cc --:rted and delivered in con.nection with the issuance and sale of the Bonds do not contain any untrue
or misleading statement of a material fait and do not fail to state a material tab required to be stated
therein or necessary in order to make the information contained therein not misleading.
2. No event shall occrr which would permit any purchaser of the Bonds, otherwise required, not to be
required to purchase the Bonds on the date scheduled for the issuance and delivery thereat:
1 There shall be no material change in or affecting the Bonds, the Issuer or ultimate obligor (including,
but not limited to, the security for the Bonds), the Official Statement, if any (or any similar disclosure
document), including any financial statements tbeiein contained, the financing documents or any Iegal
opinions to be ca=ted and delh=ed in connection with the issuance and sale of the Bonds, or any
other information submitted to AMBAC in order to obtain the Surety, from the descriptions thereof
provided to AMBAC at any time prior to the issuance of the Bonds and there shall not have occurred or
come to the attention of the issuer or purchaser any material change'of fast or law adverse to the
interests of AMBAC, unless approved by AMBAC in writing.
4. Unless expreaiy waived in whole or in part by AMBAC, the financing documents shall contain a) the
terms and provisions provided in the AMBAC STANDARD PACKAGE transmitted herewith, and b)
any provisions or comments given orally by AMBAC.
5. No later than five (S) business days prior to closing. AMBAC shall be provided with:
(a) proposed copies of all financing documents, and
(b) the proposed official statement (or any similar disclosure document); and
(c) the proposed various legal opinions deUvettd in connection with the issuance and sale of the
Bonds, including. without limitation, the unqualified approving opinion of bond counsel
murdered by a law firm acceptable to AMBAC The form of bond counsel's approving opinion
must be acceptable to AMBAC. The form of bond counsel's approving opinion shall indicate
that the Issuer. must comply with certain covenants under .and pursuant to the Internal
Revenue Code of 1986, as amended and that the Issuer has the legal power to comply with
such covenants. AMBAC shall also be provided with executed copies of all financing
documents, including but not limited to the Official Statement (or any similar disclosure
document) and the various legal opinions rendered. The executed opinion of bond counsel
snail be addressed to AMBAC or in lieu thereo& a letter shall be provided to AMBAC to the
effect that AMBAC may rely on such opinion as if it were addressed to AMBAC and such
letter shall be, deUvered with an executed opinion; and
(d) any provisions of the Purchase Contract or Bond Purchase Agreement referencing AMBAC or
the issuer of the Surety in general. If such provisions are not received in a timely manner or if
provisions are inserted in the Purchase Contract or Bond Purchase Agreement without
AMBAC Indemnity's knowledge, compliance with such provisions may not be possible; and
(e) 'a letter from bond counsel or counsel to the purchaser or otherwise from another counsel
acceptable to AMBAC to the effect that the financing documents, the Official Statement (or
am similar disclosure document) and the various legal opinions executed and delivered in
connection with the issuance and sale of the Bonds, are substantially in the forms previously
submitted to AMBAC for review, with only such amendments, modifications or deletions as
may be approved by AMBAC; and
(f) a copy of any irsluarta polity, surety bond, guaranty or indemnification or any other polity,
contract or agreement which provides for payment of all or any portion of the debt, the costs of
reconstruction, the loss of business income or in any way secures, a>szues or enhances the
income s=m anticipated to pay the Bonds; and
(g) a certified or cashier's check for or evidence of wire transfer of an amount equal to the payment
for the Surety at the time of the isnrance and delivery of the Bonds. Vim trainer shall be used
for any payment for the Surety in an amount greater than S 100,000; and
(h) the final debt service schedule.
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6. ANMAC Indemnity must rive at Ieast (5) business days prior to closing an opinion addressed to
AMBAC by counsel ac=ptable to AMBAC that the Guaranty Agreement is a lepL valid and binding
obligation of the Obligor thereof; mdorccable in auordar= with its terms.
Authorial Officer
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