HomeMy WebLinkAboutResolution 91-08
RESOLUTION NO. 91-08
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A RESOLUTION AUTHORIZING THE NEGOTIATED SALE
OF $2,580,000 CITY OF OCOEE, FLORIDA, CAPITAL
IMPROVEMENT REVENUE BONDS, SERIES 1991;
AWARDING THE SALE THEREOF TO WILLIAM R. HOUGH
& CO., SUBJECT TO THE TERMS AND CONDITIONS OF
A PURCHASE CONTRACT; AUTHORIZING THE
DISTRIBUTION OF A PRELIMINARY OFFICIAL
STATEMENT AND A FINAL OFFICIAL STATEMENT IN
CONNECTION WITH THE DELIVERY OF THE BONDS;
AUTHORIZING THE ISSUANCE OF SUCH BONDS;
PROVIDING CERTAIN OTHER MATTERS IN CONNECTION
THEREWITH; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the City of Ocoee, Florida (the "Issuer"), has by
Resolution NO.
91-07,
adopted on April 16,
1991,
(the
"Resolution"), authorized the issuance of not to exceed $2,600,000
City of Ocoee, Florida, Capital Improvement Revenue Bonds, Series
1991, to finance the acquisition, construction, expansion,
renovation, installation and equipping of the City of Ocoee's city
hall and police station (the "Project"); and
WHEREAS, due to the present instability in the market for
revenue obligations the interest on which is excluded from federal
gross income, the critical importance of the timing of the sale of
the Bonds, and due to the willingness of William R. Hough & Co.
(the "Underwriter") to purchase $2,580,000 principal amount of City
of Ocoee, Florida, Capital Improvement Revenue Bonds, Series 1991
(the "Bonds"), at interest rates favorable to the Issuer, it is
. hereby determined that it is in the best interest of the public and
the Issuer to sell the Bonds at a negotiated sale; and
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WHEREAS, the Issuer has received an offer from the Underwriter
to purchase the Bonds, subject to the terms and conditions set
forth in the Contract of Purchase, a copy of which is attached
hereto as Exhibit A (the "Purchase Contract"); and
WHEREAS, the Issuer now desires to sell its Bonds pursuant to
the Purchase Contract and to authorize distribution of an Official
Statement in connection with the issuance of the Bonds; and
WHEREAS, the Issuer has been provided all applicable
disclosure information required by Section 218.385, Florida
Statutes, a copy of which is attached as an exhibit to the Purchase
Contract; and
WHEREAS, all capitalized undefined terms used herein shall
have the meaning set forth in Resolution 91-07;
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE
CITY OF OCOEE, FLORIDA:
SECTION 1. The Bonds are hereby sold to William R. Hough
& Co., upon the terms and conditions set forth in the Purchase
Contract attached hereto as Exhibit A and incorporated by
reference. The Mayor and the City Clerk of the Issuer are hereby
authorized to execute such Purchase Contract in substantially the
form attached as Exhibit A, with such additional changes,
insertions and omissions therein as do not change the substance
thereof and as may be approved by the said officers of the Issuer
executing the same and the City Attorney, such execution to be
conclusive evidence of all such approvals.
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SECTION 2. The Bonds shall be dated April 1, 1991, shall
bear interest at the rates, shall be in such denomination, shall
mature in the years and amounts, and shall be subject to
redemption, as set forth in the Exhibits to the Purchase Contract.
SECTION 3. The Bonds shall be issued under and secured by
the Resolution and shall be executed and delivered by the Mayor and
attested by the city Clerk of the Issuer in substantially the form
set forth in the Resolution, with such additional changes and
insertions therein as conform to the provisions of the Purchase
Contract, and such execution and delivery shall be conclusive
evidence of the approval thereof by such officers.
SECTION 4. The distribution by the Underwriter of a
Preliminary Official Statement of the Issuer relating to the Bonds
is hereby approved, confirmed and ratified, and a final Official
Statement of the Issuer relating to the Bonds is hereby approved in
substantially the form of the Preliminary Official Statement
attached as an Exhibit to the Purchase Contract. The Official
Statement will be executed by appropriate officers of the Issuer,
such execution to be conclusive evidence of approval of the
Official Statement in its final form.
SECTION 5. The Reserve Fund Requirement for the Bond shall
be $249,945.
SECTION 6. All prior resolutions or other actions of the
Issuer inconsistent with the provisions of this Resolution are
hereby modified, supplemented and amended to conform with the
provisions herein contained and except as otherwise modified,
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supplemented and amended hereby shall remain in full force and
effect.
SECTION 7. The Mayor and the City Clerk, the City Attorney
of the Issuer or any other appropriate officers of the Issuer are
hereby authorized and directed to execute any and all
certifications or other instruments or documents required by the
Resolution, the Purchase Contract, this Resolution or any other
document referred to above as a prerequisite or precondition to the
issuance of the Bonds and any such representation made therein
shall be deemed to be made on behalf of the Issuer. All action
taken to date by the officers of the Issuer in furtherance of the
issuance of the Bonds is hereby approved, confirmed and ratified.
SECTION 8. In accordance with the Code, the Issuer
represents and covenants that it is a governmental unit with taxing
powers; that the Bonds are not private activity bonds as defined in
section 141(a) of the Code; that 95% or more of the net proceeds of
the Bonds (i.e., the face amount of the Bonds), are to be used for
the local governmental acti vi ties of the Issuer and that the
aggregate face amount of all obligations of the Issuer (including
all subordinate entities of the Issuer and entities, if any, which
issue bonds on behalf of the Issuer), the interest on which is not
includable in federal gross income (other than private activity
bonds as defined in section 142(a) of the Code), issued during the
calendar year 1991 will not exceed $5,000,000.
SECTION 9. This Resolution has been adopted pursuant to an
advertised public hearing held on March 5, 1991 in accordance with
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and pursuant to the provisions of the Charter of the City of Ocoee.
SECTION 10.
This Resolution shall be in full force and
effect immediately upon its adoption and approval in the manner
provided by law.
PASSED AND ADOPTED IN PUBLIC SESSION of the City
Commission of the City of Ocoee, Florida, this \~ tiu day of April
A.D., 1991.
APPROVED this J ltJ t:L day of
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, A. D. ,
1991, at q: (:) 5
o'clock p.m.
'rr)~.A ~ /Li"" ) ~ JJ A oo~
Acting City Clerk . , :
FOR USE AND RELIANCE ONLY
BY THE CITY OF OCOEE, FLORIDA,
APPROVED hS TO FORM hfY'J rEGALITY
THIS Jhfb DAY OF ,
1991.
APPROVED BY THE OCOEE 'CITY
COMMISSION AT A MEETING
HELD ON April 16 ,
1991 UNDER AGENDA ITEM NO.
VI A 2
FOLEY ~!J~R /J / J ~
By: ffJ I~
City Attorney
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Exhibit A
April 16, 1991
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$2,580,000
CITY OF OCOEE, FLORIDA
CAPITAL IMPROVEMENT REVENUE BONDS
SERIES 1991
CONTRACT OF PURCHASE
Honorable Mayor and Commissioners
City of Ocoee
150 Lakeshore Drive
Ocoeet Florida 34761
Gentlemen:
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Will iam R. Hough & Co. (the "Underwriter") hereby offers to enter into this
Contract of Purchase ("Contract of Purchase") with the City of Ocoeet Florida
(the "City") for its $2t580,000 City of Ocoeet Florida Capital Improvement
Revenue Bonds, Series 1991, to be dated as of April 1, 1991 (the "Bonds"). This
offer is made subject to acceptance by the City prior to 11:59 p.m., New York
City time on the date hereof, and upon such acceptance this Contract of Purchase
sha 11 be in full force and effect in accordance with its terms and shall be
binding upon the City and the Underwriter.
1. Upon the terms and conditions and upon the basis of the
representations herein set forth, the Underwriter hereby agrees to purchase from
the City and the City hereby agrees to sell to the Underwriter all (but not less
than all) of the Bonds at an aggregate purchase price of $2,543,493 (such amount
representing the aggregate principal amount of the Bonds of $2t580,000 less an
underwriter's discount of 1. 415% of the pri nc i pa 1 amount of the Bonds) plus
accrued interest from April 1, 1991 to the Date of Closing referred to in Section
6 hereof. The Bonds shall be as described in, and shall be issued under the
authority of and in full compliance with, the Constitution and Statutes of the
State of Florida, including particularly Chapter 166, Part II, Florida Statutes,
Resolution No. 91-07 of the City adopted on April 16,1991, as amended and
supplemented (the "Resolution"), authorizing issuance of the Bonds with only such
changes therein as shall be agreed upon between us. The Bonds shal'l mature at
the time and in the amount and bear interest at the rates set forth in Schedule
I hereto and sha 11 be redeel11ab 1 e as set forth in Schedul e II hereto . All
capitalized words and phrases used herein, unless otherwise noted, shall have the
meaning given to them in the Resolution.
The Underwriter agrees to make a public or private offering of the Bonds
at the initial offering prices set forth in the Official Statement (as described
below) relating to the Bonds; provided, however, that the Underwriter reserves
the right to make concessions to dealers and to change such initial offering
prices as the Underwriter shall deem necessary in connection with the marketing
of the Bonds.
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2. The Underwri ter herewi th del i vers a check payabl e to the order of the
City in the amount of one percent (1%) of the principal amount of the Bonds to
be held uncashed as securi ty for the performance by the Underwri ter of its
obligations to accept and pay for the Bonds at the Closing in accordance with the
provisions of this Contract of Purchase. If the City does not accept this offer,
or upon the City's failure to deliver the Bonds at Closing, or if the City shall
be unable to satisfy the conditions to the obligations of the Underwriter
contained in this Contract of Purchase (unless waived by the Underwriter), or if
such obligations shall be terminated for any reason permitted by this Contract
of Purchaset or otherwise at the Closing, you shall immediately return said
check. If the Underwriter fails (other than for a reason permitted under this
Contract of Purchase) to accept and pay for the Bonds at the Closing, the check
may be cashed and the proceeds thereof shall be retained by the City as and for
full liquidated damages for such failure and for any and all defaults hereunder
on the part of the Underwriter, and thereupon all your claims and rights under
this Contract of Purchase against the Underwriter shall be fully released and
discharged. You and the Underwriter understand that in such event your actual
damages may be greater or may be less than such sum. Accordingly, the City
hereby waives any right it may have to additional damages from the Underwriter.
Upon delivery of the Bonds by the City at Closing and payment by the Underwriter
for such Bonds, as set forth here in, sa i d check shall be returned to the
Underwriters uncashed at Closing.
3. The Underwriter's purchase and acceptance of delivery of the entire
$2,580,000 aggregate principal amount of the Bonds shall be a condition to the
City's obligation to sell and deliver any Bonds to the Underwriter.
4. With your acceptance hereof, you will deliver to the Underwriter
withi n seven bus i ness days after acceptance hereof, two copi es of (a) the
Official Statement (which term as used herein shall include the cover page, the
summary statement and appendi ces contained therei n), dated the date hereof
substantially in the form of Schedule III hereto {the "Official Statement")t
executed on your behalf as indicated thereint and (b) the Resolution, certified
by the Clerk of the City.
In addition, as promptly as practicable after the date hereof, the City
shall deliver to the Underwriter 250 copies of the Official Statement and shall
furnish as many additional copies as may be mutually agreeable and are reasonably
necessary to enable the Underwriter to comply with the requirements of Rule
15c2-12 of the Securities and Exchange Commission under the Securities Exchange
Act of 1934, as amended (the "Rule") and to fulfill its duties and
responsibilities under the federal securities laws generally. The Official
Statement shall be delivered to the Underwriter in final, printed form within
seven business days after the date hereof.
The Underwriter agrees to file the Official Statement with a Nationally
Recognized Municipal Securities Information Repository ("NRMSIR") which has been
so designated by the Securities and Exchange Commission pursuant to Rule 15c2-12
not later than two business days after the Closing, and will furnish the name and
address of the NRMSIR to the City upon request. The fil ing of the Official
Statement with the NRMSIR shall be in accordance with the terms and conditions
appl icable to such NRMSIR. The City hereby agrees and covenants to furnish
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ongoing reports and information to the Underwriter as are or may become customary
in the industry for municipal obligations similar to the Bonds, and specifically
to furnish to the underwriter annually a copy of the City's audited financial
statements when such becomes avail abl e. The City further hereby agrees and
covenants to furn ish to the Underwriter such other i nformat i on as becomes
available from time to time as would have been included in the Official Statement
had the information been known at the time of the preparation thereof which
information shall include data concerning any material adverse change in its
business, properties or financial condition occurring either (i) before the Date
of Closing or (ii) for the period thereafter during which the Underwriter is
obligated to deliver a copy of the Official Statement in accordance with the
Rule.
The City authorizes the use and distribution of the Official Statement in
connection with the public offering and sale of the Bonds. The City hereby
ratifies and approves the use of the Preliminary Official Statement (the
"Prel iminary Official Statement") by the Underwriter and confirms that the
Preliminary Official Statement was deemed final within the meaning of the Rule
except for certain permitted omissions. The Underwriter agrees that it will not
confirm the sale of Bonds unless a final written confirmation of sale is
accompanied or preceded by the delivery of a copy of the Official Statement.
5. The City hereby represents and agrees as follows:
(a) The City is and will be at the Date of Closing duly organized
and validly existing as a municipal corporation under the laws of the State of
Flori da wi th the powers and authority set forth in the Flori da Statutes t
including particularly Chapter 166 and the Charter of the City, and any other
applicable laws (collectively, the "Act");
(b) The City has full legal right, power and authority to: (i)
enter into this Contract of Purchase, (ii) adopt the Resolution, (iii) sell,
issue and deliver the bonds to the Underwriter as provided herein, and (iv) carry
out and consummate the transactions contemplated by this Contract of Purchase,
the Resolution and the Official Statement. The City has complied, and at the
Closing will be in compliance with the terms of the Act and with the obligations
it has undertaken in connection with the issuance of the Bonds contained in the
Resolution, the Bonds, and this Contract of Purchase;
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(c) By all necessary official action, the City has duly adopted the
Resolution, has duly authorized and approved the Preliminary Official Statement
and the Official Statement, has duly authorized and approved the execution and
delivery of this Contract of Purchase and the performance by the City of its
obligations in connection with the issuance of the Bonds contained in the
Resolution and this Contract of Purchase, and the consummation by it of all other
transactions contemplated by this Contract of Purchase in connection with the
issuance of the Bonds; the Resolution constitutes a legalt valid and binding
special obligation of the CitYt enforceable in accordance with its terms, subject
to applicable bankruptcy, insolvency, and similar laws affecting creditors'
rights generally and subject, as to enforceability, to general principles of
equity (regardless of whether enforcement is sought in a proceeding in equity or
at law); and the Bonds, when issued, authenticated and delivered to the
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Underwriter in accordance with the Resolution and this Contract of Purchase, will
constitute legal, valid and binding special obligations of the CitYt enforceable
in accordance with their terms, subject to applicable bankruptcy, insolvency and
similar laws affecting creditors' rights generally and subject, as to
enforceability, to general principles of equity (regardless of whether
enforcement is sought in a proceeding in equity or at law);
(d) The City is not in material breach of or material default under
any applicable constitutional provision, law or administrative regulation of the
State of Florida (the "State") or the United States or any applicable judgment
or decreet or any loan agreement, indenture, bond, note, or material resolution,
agreement or other material instrument to which the City is a party or to which
the City or any of its property or assets is otherwise subject and no event has
occurred and is continuing which with the passage of time or the giving of notice
or both, woul d constitute a defaul t or event of defaul t under any such
constitutional provision, law, administrative regulation, judgment, decree, loan
agreement, indenture, bond, note, or material resolution, agreement or other
material instrument; and the execution and delivery of the Bonds, this Contract
of Purchase, the adoption of the Resolution and compliance with the provisions
on the City's part contained therein, will not conflict with or constitute a
breach of or default under any constitutional provision, law, administrative
regulation, judgment, decree, loan agreement, indenture bond, note, resolution,
or other instrument to which the City is a party or to which the City or any of
its property or assets is otherwise subjectt nor will any such execution,
delivery, adoption, or compliance result in the creation or imposition of any
lien, charge, or other security interest or encumbrance of any nature whatsoever
upon any of the property or assets of the City or under the terms of any such
law, regulation or instrument, except as provided by the Bonds and the
Resolution;
(e) All required authorizations, approvals, licenses, permits,
consents and orders of any governmental authoritYt legislative body, boardt
agency or commission (which has jurisdiction over such matter) have been duly
obtained which are necessary for the due authorization or which would constitute
a condition precedent to, or the absence of which would materially adversely
affect the due performance by the City of its obligations in connection with the
issuance of the Bonds, its obligations under this Contract of Purchaset and its
obligations under the Resolution, except for such approvals, consents and orders
as may be requ i red under the Bl ue Sky or securi ties 1 aws of any state in
connection with offering and sale of the Bonds;
(f) The descri pt ions of the Bonds and the Reso 1 ut ion in the
Official Statement conform in all material respects to the Bonds and the
Resolution;
(g) The Bonds, when issued, executed and delivered in accordance
with the Resolution and sold to the Underwriter as provided herein, will be
validly issued and outstanding special obligations of the City, entitled to the
benefits of the Resolution, and upon such issuance, execution and delivery the
Resolution will provide for the benefit of the holders from time to time of the
Bonds, a legally valid and binding pledge of and lien on the Pledged Funds;
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(h) As of the date hereoft there is no action, suitt proceeding,
inquiry or investigationt at law or in equity, before or by any courtt government
agency, public board or body pending or, to the best knowledge of the officials
of the City executing this Contract of Purchase, threatened, against the CitYt
affecting or seeking to prohibitt restrain or enjoin the sale, issuance or
delivery of the Bonds or the collection of the Revenues or the pledge of and
lien thereon pursuant to the Resolution, or contesting or affecting as to the
City the validity or enforceability of the Act in any respect relating to
authorization for the issuance of the Bonds or contesting the exclusion of
interest on the Bonds for Federal income tax purposes, or contesting the
completeness or accuracy of the Official Statement or any supplement or amendment
thereto, or contesting the authority of the City for the issuance of the Bonds,
adoption of the Resolution, or the execution and delivery by the City of this
Contract of Purchase;
(i) The City will furnish such information, execute such
instruments and take such other action in cooperation with the Underwriter as the
Underwriter may reasonably request in order to (i) qualify the Bonds for offer
and sale under the Blue Sky or other securities laws and regulations of such
states and other juri sdi ct ions of the United States as the Underwriter may
designatet and (ii) determine the eligibility of the Bonds for investment under
the laws of such states and other jurisdictions, and will use its best efforts
to continue such qualifications in effect so long as required for the
distribution of the Bonds; provided, however, that the city shall not be required
to execute a general or special consent to service of process or qualify to do
bus i ness in connect i on wi th any such qual ifi cat i on or determi nat ion in any
jurisdiction;
(j) As of the date hereof, the information contained in the
Preliminary Official Statement and the Official Statement under the headings
"Purpose of the Bonds", Description of Certain Sources of Non-ad Valorem
Revenues"t and" The Project" did not contain any untrue statement of a material
fact or omit to state a material fact required to be stated therein or necessary
to make the statements therein, in the light of the circumstances under which
they were made, not misleading;
(k) If the Official Statement is supplemented or amended pursuant
to Subsection (l) of this Section 5, at the time of each supplement or amendment
thereto and (unless subsequently again supplemented or amended pursuant to such
subsection> at all times subsequent thereto up to and including the Date of
Closing referred to in Section 6 hereof, the Official Statement as so
supplemented or amended will not contain any untrue statement of a material fact
necessary to make tnp statements therein, in the 1 ight of the circumstances under
which they were made, not misleading;
(l) If between the date of this Contract of Purchase and the Date
of Closing referred to in Section 6 hereof, any event shall occur which might or
would cause the Official Statement, as then supplemented or amendedt to contain
any untrue statement of a material fact or to omit to state a material fact
necessary to make the statements therein, in the 1 ight of the circumstances under
which they were made, not misleading, the City shall notify the Underwriter
thereof and if, in the reasonable opinion of the City, such event requires the
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preparat i on and pub 1 i cat i on of a supplement or amendment to the Offi cia 1
Statementt the City will at its expense supplement or amend the Official
Statementt in a form and in a manner approved by the City and the Underwriter,
and will supply such amended and/or supplemented copies of the Official Statement
to the Underwriter for distribution.
6. At 10:00 a.m., New York City Time on April 30t 1991, or at such other
time or on such earlier or later date upon which we agree, the City will deliver
or cause to be delivered to us, at a place upon which we agree, the Bonds in
definitive form (all the Bonds to be either lithographed on steel engraved
borders or, at the election of the Underwriter, to be typewritten on safety
paper, and in either case to bear proper CUSIP numbers) duly executed and
authenticated in accordance with the Resolution and shall further deliver at such
place the other documents hereinafter mentioned; and the Underwriter will accept
such delivery and pay the purchase price of the Bonds as set forth in Section 1
hereof, in Federal funds to the order of the City. This delivery and payment is
herein called the "Closing" and the date of such delivery and payment is herein
called the "Date of Closing". The Bonds will be made available at least one
business day before the Date of Closing at a location to be agreed upon by us.
The Bonds to be delivered at Closing shall be prepared and delivered only in
fully registrable form.
7. The Underwriter has entered into this Contract of Purchase in
reliance upon the representations of the City contained hereint and in reliance
upon the representations to be contained in the documents and instruments to be
delivered at the Closing and upon the performance by the City of its respective
obligations hereunder and thereunder, both as of the date hereof and as of the
Date of Closing. Accordingly, the Underwriter's obligations under this Contract
of Purchase to purchase, to accept delivery of and to pay for the Bonds are
conditioned upon the performance by the City of its obligations to be performed
hereunder and under such documents and instruments at or prior to the Closingt
and are also subject to the following additional conditions:
(a) The representations of the City contained herein shall be true,
comp 1 ete and correct on the date hereof and on and as of the Date of
Closing, as if made on the Date of Closing;
(b) At the time of the Closing, the Resolution shall be in full
force and effect in accordance with their terms and shall not have been
amended, modified or supplemented except as mutually agreed since the date
of this Contract of Pu~chase and the Official Statement shall not have
been supplemented or amended, except in each such case as may have been
agreed to by the Underwriter;
(c) At the time of the Closing, all required official action of the
City relating to this Contract of Purchase, the Bonds, and the City's
approval of the Official Statement shall have been taken and shall be in
full force and effect and such documents sha 11 not have been amended,
modified or supplemented in any material respect, except in each case as
may have been agreed to by the Underwriter;
(d) At or prior to the Closingt the Underwriter shall have received
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copies of each of the following documents:
(I) The Official Statement and each supplement or amendment,
if anYt thereto executed on behalf of the City by the Mayor;
(2) The Resolution, certified by the Clerk under the seal as
having been duly adopted or enacted by the City Commission and as
being in effect, with such supplements or amendments as may have
been agreed to by the Underwriter;
(3) An opinion, dated the Date of Closing and addressed to
the CitYt of Foley & Lardner, Bond Counsel to the CitYt in the form
as attached to the Official Statement together with a letter of such
counselt dated the Date of Closing and addressed to the Underwriter
to the effect that the foregoing opiniont addressed to the City may
be re 1 i ed upon by the Underwri ter to the same extent as if such
opinion were addressed to the Underwriter;
(4) An opinion, dated the Date of Closing and addressed to
the Underwriter, of Foley & Lardner, Bond Counsel to the City, to
the effect that (i) this Contract of Purchase has been duly
authorizedt executed and delivered by the City and, assuming due
authorization and execution by the Underwriter, constitutes a legal,
valid and binding agreement of the City enforceable against the City
in accordance with its terms subject to appl icable bankruptcy,
insolvency and similar laws affecting creditor's rights generally
and subject, as to enforceability, to general principles of equity
(regardl ess of whether enforcement is sought in a proceedi ng in
equity or at law) and no other authorization is required; and (ii)
stating that the statements contained in the Official Statement
under the captions "Description of the Bonds," "Security for the
Bonds," "Tax Exemption" are correct in all material respects and do
not omit any statement which, in their opinion, should be included
or referred to therein in order to make the statements contained
therein not misleading;
(S) An opinion, dated the Date of Closing and addressed to
the Underwriter of Foley & Lardner, Attorneys for the City, to the
effect that (i) this Contract of Purchase has been duly authorized,
executed and delivered by the City and constitutes a binding
agreement of the City enforceabl e in accordance wi th its terms
except to the extent that the enforceabil ity of the rights and
remedies set forth herein may be limited by bankY'uptcy, insolvency
or other laws affecting creditors' rights generally; (ii) the City
has duly authorized, executed and delivered the Official Statement;
(i i i) the i nformat i on under the capt ions "Lit i gat ion" and
"Disclosure Required by Florida Blue Sky Regulations" is correct in
all material respects and does not omit any statement which in their
opinion should be included or referred to therein in order to make
the statements contained therein not misleading and, in addition,
such counsel shall state that, based upon their participation in the
preparation of the Official Statement as the Attorneys for the City
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and without having undertaken to determine independently the
accuracYt completeness or fairness of the statements contained in
the Official Statement {except to the extent expressly set forth in
this subparagraph {iii)t as of the Date of Closing nothing has come
to their attention causing them to believe that (A) the Official
Statement as of its date contained any untrue statement of a
material fact or omitted to state a material fact required to be
stated therein or necessary to make the statements therein, in the
light of the circumstances under which they were madet not
misleading (except for the financial and statistical information
contained in the Official Statement, and except for the information
under the caption "Tax Exemption", as to all of which no view need
be expressed) or (B) the Official Statement (as supplemented or
amended pursuant to subsection (m) of Section 5 hereof, if
applicable) as of the Date of Closing contains any untrue statement
of a material fact or omits to state a material fact required to be
stated therein, in the light of the circumstances under which they
were made, not misleading (except as aforesaid); (iv) the City is
not in material breach of or material default under any applicable
constitutional provision, law, administrative regulation, judgmentt
decree, loan agreement, indenturet bond, note, resolution, agreement
or other instrument to which the City is a party or to which the
Ci ty or any of its property or assets is subject, nor wi 11 the
execution, delivery, adoptiont enactmentt or compliance with any of
the documents re 1 at i ng to the Bonds result in the creation or
imposition of any lien, charge or other security interest or
encumbrance of any nature whatsoever upon any of the property or
assets of the City or under the terms of any such law, regulation or
instrument, except as expressly provided by the Bonds and the
Resolution; (v) at all relevant times the City had the right and
power to adopt the Resolution; the Resolution has been duly and
lawfully adopted by the City; the Resolution is in full force and
effectt and the Resolution constitutes the legal, valid and binding
special obligation of the City, enforceable in accordance with its
terms, subject to applicable bankruptcy, insolvency and similar laws
affecting creditors' rights generally and subject, as to
enforceability, to general principles of equity (regardless of
whether enforcement is sought in a proceeding in equity or at law),
and no other authorization is required; (vi) the Bonds are valid and
binding special obligations of the City, enforceable in accordance
with their terms and the terms of the Resolution, subject to
applicable bankruptcy, insolvency and similar laws affecting
cfPditors' rights generally and subject, as to enforceability, to
Y0itt'y'al principles of equ'ity (regaY'dless of whether enforcement is
sought in a proceeding in equity or at law) and are entitled to the
benefits of the Resolution; and (vii) all authorizations, consentst
approvals and reviews of governmental bodies or regulatory
authorities then required for the City's adoptiont enactment,
execution and performance of and under the Bonds, the Resolutiont
and this Contract of Purchase have been obtained or effected and, to
the best of their knowledge, they have no reason to believe that the
City will be unable to obtain or effect any such additional
.
8
authorization, consent, approval or review that may be required in
the future for performance of any of them by the City; and , in
addition, they shall give their opinion to the effect set forth
under the caption "Litigation" in the Official Statement.
.
(6) A certificatet dated the Date of Closing, signed by the
Mayor and the City Clerk, or other appropriate officials
satisfactory to the Underwriter to the effect that, to the best of
their knowledge; (i) the representations of the City herein are true
and correct in all material respects as of the Date of Closing; (ii)
the City has performed all obligations to be performed hereunder as
of the Date of Closing; (iii) no litigation is pending or, to the
best of their knowledge threatened (A) to restrain or enjoin the
issuance or delivery of any of the Bonds, (B) in any way contesting
or affecting any authori ty for the issuance of the Bonds or the
validity of the Bonds, the Resolution, or this Contract of Purchase,
(C) in any way contesting the corporate existence or powers of the
City, (D) to restrain or enjoin the collection of the Revenues, (E)
which may result in any material adverse change in the businesst
properties, assets or the financial condition of the City, or (F)
asserting that the Official Statement contains any untrue statement
of a material fact or omits any material fact necessary to make the
statements therein, in light of the circumstances under which they
were made, not misleading but, in lieu of such certificate, the
Underwriter may in its sole discretion accept an opinion of counsel,
acceptable to the Underwriter in form and substance, that in the
opinion of counsel t the issues raised in any such pending or
threatened litigation are without substance or that the contentions
of any plaintiffs therein are without merit); (iv) since September
30, 1990 no material adverse change has occurred in the financial
position and results of operations of the City except as set forth
in or contemplated by the Official Statement; (v) the City has nott
since September 30, 1990 incurred any material liabilities other
than in the ordi nary course of bus i ness or as set forth in or
contemplated by the Official Statement; and (vi) the Official
Statement did not as of its date, and does not as of the Date of
Closing, contain any untrue statement of a material fact or omit to
state a material fact which should be included therein for the
purposes for which the Official Statement is to be used, or which is
necessary in order to make the statements contained therei n, in
light of the circumstances in which they were made, not misleading.
(7) A certificate, dated the Date of Closing, signed by the
Mayor, City Manager, and the City Clerk, to the effect that, to the
best of their knowledge the information set forth under the captions
"Introduction," "Security for the Bonds," "The Project,"
"Litigation," Appendix A in the Official Statement (including any
statistical information), does not contain any untrue statement of
a materi a 1 factor omit any materi a 1 fact necessary to make the
statements therein, in light of the circumstances in which they were
made, not misleading.
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9
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(8) A Certificate, dated the Date of Closing, signed by the
Finance Director and the City Manager to the effect that no material
adverse change has occurred in the financial position and results of
operations of the City since September 30t 1990 and that the data
concerning the Pledged Funds contained in the Official Statement and
the information contained in the section entitled "Security for the
Bonds" is accurate in all material respects;
(9) A letter, dated March 25, 1991 addressed to the
Underwriter from McDermit, Davis, Lauteria & Company, P.A. consenting to
the use of their opinion on the City's audited financial statements in the
Official Statement to the references therein;
(10) Such additional legal opinions, certificates, instruments
and other documents as the Underwriter may reasonably request to
evidence the truth and accuracy, as of the date hereof and as of the
Date of Closing, of the City's representations contained herein and
of the statements and information contained in the Official
Statement and the due performance or satisfaction by the City on or
pri or to the Date of Cl os i ng of all the agreements then to be
performed and conditions then to be satisfied by it.
All the opinions, letters, certificates, instruments and other documents
mentioned above or elsewhere in this Contract of Purchase shall be deemed to be
in compliance with the provisions hereof if, but only if, they are in form and
substance satisfactory to the Underwriter. The opinion of Foley & Lardner which
is referred to in Clause (3) of Subsection (d) of this Section shall be deemed
satisfactory provided it is substantially in the form included in the Official
Statement as Appendix D.
If the City should be unable to satisfy the conditions to the obligations
of the Underwriter to purchase, to accept delivery of and to pay for the Bonds
contained in this Contract of Purchase, or if the obligations of the Underwriter
to purchase, to accept delivery of and to pay for the Bonds shall be terminated
for any reason permitted by this Contract of Purchase, this Contract of Purchase,
sha 11 termi nate and neither the Underwriter nor the City shall be under any
further obligation hereundert except that: (i) the proceeds of the Good Faith
Check referred to in Section 2 hereof shall immediately be returned to the
Underwriter by the City; and (ii) the respective obligations of the City and the
Unden'lriter set forth in Section 10 hereof shall continue in full force and
effect.
8. The Underwriter shall have the right to terminate its obligations
under this Contract of Purchase to purchase, to accept delivery of, and to pay
for, the Bonds by notifying the City of its election to do so if, after the
execution hereof prior to the Closing, if the marketability of the Bonds or the
market price thereof in the reasonable opinion of the Underwritert has been
materially adversely affected by (i) an amendment to the Constitution of the
. United States or by any legislation (A) enacted by the United States, (B)
recommended to the Congress for passage by the President of the United States,
or (C) favorably reported for passage to either House of Congress by any
committee of such House to which such legislation has been referred for
10
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consideration, or introduced by any member or committee of the Congresst or by
any decision of any court of the United States or by any ruling or regulation
(fi na 1 t temporary or proposed) on behalf of the Treasury Department of the Un i ted
Statest the Internal Revenue Service or any other authority of the United States
affecting the federal tax status of the City, its property or income or the
interest of its Bonds (including the Bonds); (ii) an outbreak of war or a
national emergency or an escalation occurs with respect to hostilities in which
the United States is currently engaged; (iii) there shall have occurred a
declaration of a general banking moratorium by any authority of the United States
or the states of New York or Florida; or (iv) an event described in Subsection
(m) of Section 5 hereof shall have occurred which in the opinion of the
Underwriter requires the preparation and publ ication of a supplement or amendment
to the Official Statement.
9. The Underwriter shall be under no obligation to pay, and the City
shall pay, any expense incident to the performance of the City's obligations
hereunder including, but not limited to: (i) the cost of preparation, printing
and delivery of the Preliminary Official Statement and the Official Statement,
and any supplement and amendments thereto; (i i) the cost of preparation and
printing or typewriting of the Bonds; (iii) the fees and disbursements of Foley
& Lardner, Bond Counsel and Attorneys for the City; (iv) any fees due rate
consultants, engineers and financial advisors; and (v) the fees and disbursements
of McDermit, Davis, Lauteria & Company, P.A. for their services as independent
certified public accountants for the City.
The Underwriter shall pay the following issuance expenses: (i) the cost
of preparation of this Contract of Purchase; and (ii) all other expenses incurred
by it in connection with the public offering of the Bonds. The Underwriter has
provided to the City the disclosure letter pursuant to Section 218.385 (4),
Florida Statutes, which is attached hereto as Schedule V.
10. Any notice or other communications to be given to the City under this
Contract of Purchase may be given by delivering the same in writing signed by an
officer of William R. Hough & Co. at your address set forth above and any such
notice or other communications to be given to the Underwriter may be given by
delivering the same in writing to William R. Hough & Co., 100 Second Avenue
southt Suite 800, St. Petersburg, Florida, 33701.
11. This Contract of Purchase is made solely for the benefit of the City
and the Underwriter and no other person~ partnership, association or corporation
shall acquire or have any right hereunder or by virtue hereof. All
representations and agreements of the City in this Contract of Purchase shall
remain operative and in full force and effect regardless of any investigation
made by on or behalf of the Underwri ter' and shall survr ve the deli very of and
payment for the Bonds.
12. Notwithstanding any provision herein to the contrarYt the performance
of any and all obligations of the City hereunder and the performance of any and
all conditions contained herein for the benefit of the Underwriter may be waived
by the Underwriter, in its sole discretion, and the approval of the Underwriter
when required hereunder or the determination of its satisfaction as to any
document referred to herein shall be in writing, signed by an appropriate officer
11
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or officers of the Underwriter and delivered to you.
13. The approval of the underwriter when required hereunder or the
determination of its satisfaction with any document referred to herein shall be
in writing signed by a Vice President of William R. Hough & Co. and delivered to
you; otherwise, such approval shall be deemed given if the Underwriter accepts
delivery of and pays the purchase price for the Bonds at Closing. This Contract
of Purchase shall become 1 ega lly effect i ve upon its acceptance by you, as
evidenced by the signature of the Mayor, the City Clerk, and the City Attorney
in the spaces provided therefor below.
WILLIAM R. HOUGH & CO.
CITY OF OCOEEt FLORIDA
By:
Lester Dabbs, Jr., Mayor
Attest:
City Clerk
APPROVED AS TO FORM AND LEGALITY FOR USE AND RELIANCE ONLY BY THE CITY OF OCOEE:
City Attorney
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SCHEDULE I
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City of Ocoee, Florida
Capital I.provelent Revenue Bonds, Series 1q91
Debt Service Schedule
Debt Service Fro. 04/01/91
Date Principal Rate Interest Annual DIS
10/01/91 90,875.00 90,875.00
10/01/92 65,000 5.400 181,750.00 246,750.00
10/01193 70,000 5.700 178,240.00 248,240.00
10/01/94 75,000 5.900 174,2:,0.00 249. 2~,O, 00
10/01/95 80.000 6.100 16q,825.00 249,825.00
10/01/96 85~OOO 6.300 164,945.00 249,945.00
10/01/97 90,000 6.400 159,590.00 249,590.00
10/01/98 95,000 6.500 153,830.00 248,830.00
10/(1199 100,000 6.650 147,6:,5.00 247,655.00
1 Of 0 1 / 00 105,;)00 6.800 141.005.00 246,005.00
10/01/01 11:,,000 6.900 133,865.00 248,865.00
10;01/02 120,000 7.000 12:',930.00 245,930.00
10/01i03 130,000 7.100 117,530100 247.530.00
10/01104 140,000 7.400 108,300.00 248,300.00
lG/Ol/0~, 150~OOO 7.400 97,940.00 247,940,00
1(/01/06 160,000 7.400 86,840.00 246,840.00
10/01/07 170,000 7. :,00 75,000.00 245,000,00
10/01108 18:',000 7.500 62,250.00 247,250.00
10/01109 200,000 7 I ~d)O 48,37~,.OO 248,375.00
10/01/10 215,000 7.500 33,3i~j,i)O 248,375.00
10/01/11 230,000 7.500 17,250.00 247,250.00
TDtai 2,~80,OOO 2,468,620.00 5.048,620.00
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SCHEDULE IV
William R. HouSh & Co.
100 SECOND AVENUE SOUTH
SU ITE 800
ST. PETERSBURG, FLORIDA 33701
(813) 823-8100
April 16t 1991
City Commission
City of Ocoee, Florida
Re: $2,580,000 City of Ocoee, Florida Capital Improvement Revenue Bonds,
Series 1991
Gentlemen:
In connection with the proposed issuance by Ocoee, Florida (the
"City") of $2,580,000 principal amount of its Capital Improvement Revenue Bonds,
Series 1991 {the "Bonds")t William R. Hough & Co. (the "Underwriter") has offered
to underwrite a public offering of the Bonds. Arrangements for underwriting the
Bonds will include a Contract of Purchase between the City and the Underwriter,
which will embody the negotiations in respect thereof.
The purpose of this letter is to furnish pursuant to the provisions
of Section 218.385(4), Florida Statutes, certain information in respect of the
arrangements contemplated for the underwriting of the Bonds as follows:
(a) The nature and estimated amounts of expenses to be incurred by
the Underwri ter in connection wi th the purchase and reofferi ng of the
Bonds are set forth in Exhibit A attached hereto.
(b) No person has entered into an understanding with the
Underwriter, or to the knowledge of the Underwriter with the City, for any
paid or promised compensation or valuable consideration, directly or
indirectly, expressly or impliedly, to act solely as an intermediary
between the City and the Underwriter for the purpose of influencing any
transaction in the purchase of the Bonds.
(c) The underwriting spread (i .e., the difference between the price
at which the Bonds will be initially offered to the public by the
Underwriter and the price to be paid to the City for the Bonds, exclusive
of accrued interest in both cases) will be 1.415% of the principal amount
of the Bonds.
(d) The estimated underwriting spread set forth in paragraph (c)
above, includes a management fee. No additional management fee will be
charged.
(e) No other fee, bonus or other compensation is estimated to be
paid by the Underwriter in connection with the issuance of the Bonds to
any person not regularly employed or retained by the Underwriter
(including andy "finder" as defined in Section 218.386{I){a), Florida
Statutes), except as specifically enumerated as expenses to be incurred by
the Underwriter as set forth in Exhibit A.
~;,"~lOo-':'~' :'..,~........_~.'::"""
~ STATE, COUNTY AND MUNICIPAL BONDS
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City Commi ss ion
City of Ocoee, Florida
April 16, 1991
Page 2
(f) The name and address of the Underwriter is:
William R. Hough & Co.
100 Second Avenue South
Suite 800
St. Petersburg, FL 33701
No other dealer firms were associated for the purpose of underwriting the
Bonds.
We understand that you do not requi re any further di scl osure from the
Underwriter pursuant to Section 218.385(4), Florida Statutes.
Very truly yours,
WILLIAM R. HOUGH & CO.
BY:~~
rVice Presi e
EXHIBIT A
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$2,580,000
City of Ocoee, Florida
Capital Improvement Revenue Bonds, Series 1991
Underwriter's Expenses
S per Bond S Amount
Clearance $ .50 $1 , 290.00
Federal Funds/Good Faith/Day Loan .30 774.00
Cusip, MSRB, PSA .10 258.00
Dalnet/Dalcomp .70 1,806.00
Expenses/Closing Costs .80 2.064.00
Total $ 2.40 $6,192.00
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