HomeMy WebLinkAbout1995-22 Authorization Borrowing $6M from Nations Bank
RESOLUTION NO. 95- 22
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF PARKLAND,
FLORIDA; AUTHORIZING THE ISSUANCE OF A NOTE OF THE CITY IN THE
PRINCIPAL AMOUNT OF NOT TO EXCEED $6,000,000 TO FINANCE THE
COST OF RECREATION PROJECTS OF THE CITY; PROVIDING THAT SUCH
NOTE SHALL NOT BE A GENERAL OBLIGATION OF THE CITY BUT SHALL
BE PAYABLE ONLY FROM PLEDGED FUNDS AS PROVIDED HEREIN;
PROVIDING FOR THE RIGHTS, SECURITIES, AND REMEDIES FOR THE
OWNER OF SUCH NOTE; PROVIDING FOR THE CREATION OF CERTAIN
FUNDS; MAKING CERTAIN COVENANTS AND AGREEMENTS IN CONNECTION
THEREWITH; AND PROVIDING AN EFFECTIVE DATE.
BE IT RESOLVED BY' THE CITY COMMISSION OF THE CITY OF PARKLAND,
FLORIDA, THAT:
Section 1. Authoritv for this Resolution. This Resolution
is adopted pursuant to the provisions of Article VIII, Section 2
of the Constitution of the State of Florida, Chapter 166, Florida
Statutes, the Charter of the City of Parkland, Florida, and other
applicable provisions of law.
Section 2. ~j~i~ions. The following words and phrases
shall have the fOllowing meanings when used herein:
"Act" means Article VIII, Section 2 of the Constitution of the
State of Florida, Chapter 166, Florida Statutes, the Charter of
the City of Parkland, Florida, and other applicable provisions of
law.
"Business Day" means any day except any Saturday or Sunday or
day on which the Principal Office of the Original Purchaser is
closed.
"Clerk" means the duly appointed City Clerk of the Issuer, or
any duly authorized deputy thereof.
"Code" means the Internal Revenue Code of 1986,
and any Treasury Regulations, whether temporary,
final, promulgated thereunder or applicable thereto.
as amended,
proposed or
"Cost" means, with respect to a Project, all items. of cost
authorized by the Act.
"Designated Revenues" means any non-ad valorem revenue which
the Issuer has designated as such pursuant to Section 7 hereof.'
"Franchise Fees" means all sums accruing to the Issuer
pursuant to the following franchise, including all extensions of
said franchise and renewals thereof, and all franchises granted by
the Issuer to others providing simi lar services upon the
termination of said franchise:
(i) The franchise granted to Florida Power & Light Company
pursuant to Ordinance No. 11.
"Half-cent Sales Tax" means the portion of the "local
government half-cent sales tax" allocated to the Issuer pursuant
to Part VI, Chapter 218, Florida Statutes.
"Issuer" means the City of Parkland, Florida, a municipal
corporation of the state of Florida.
"Loan Agreement" means the agreement between the Issuer and
the Original Purchaser in the form attached hereto as Exhibit "B."
"Mayor" means the Mayor of the Issuer, or in his or her
absence or inability to act, the Vice-Mayor of the Issuer.
"Note" means the Note of the Issuer authorized by Section 4
hereof.
"Note Payment Fund" means the fund by that name established
pursuant to Section 9 hereof.
"Original Purchaser" means NationsBank of Florida, N.A.
"Owner" means the Person or Persons in whose name or names
the Note shall be registered on the books of the Issuer kept for
that purpose in accordance with provisions of this Resolution.
"Person" means natural persons, fi rms, trusts, estates,
associations, corporations, partnerships and public bodies.
"Pledged Funds" means the Franchise Fees, the Half-cent Sales
Tax, any Designated Revenues and all amounts on deposit in the
Note Payment Fund.
"Principal Office" means, with respect to the Original
Purchaser, the office located at 6499 North powerline Road, Suite
309, Fort Lauderdale, Florida 33309, or such other office as the
Original Purchaser may designate to the Issuer in writing.
"Project" means the acquisitibn and development of recreation
facilities by the Issuer.
"Resolution" means this Resolution, pursuant
,Note is authorized to be issued, including any
Resolutions adopted pursuant to Section 11 hereof.
to which the
Supplemental
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"State" means the State of Florida.
"Supplemental Resolution" means
to this Resolution adopted by the
Section 11 hereof.
any resolution supplemental
Issuer in accordance with
Section 3. Resolution to Consti tute a Contract. In
consideration of the purchase and acceptance of the Note
authorized to be issued hereunder by those who shall be the Owners
thereof from time to time, this Resolution shall constitute a
contract between the Issuer and the Owners.
Section 4. Authorization of Note. Subj ect and pursuant to
the provisions of this Resolution, a special obligation, of the
Issuer is hereby authorized to be issued under and secured by this
Resolution, in the principal amount of not to exceed $6,000,000
for the purpose of financing the Cost of any Project. Because of
the characteristics of the Note, prevailing market conditions, and
additional savings to be realized from an expeditious sale of the
Note, it is in the best interest of the Issuer to accept the offer
of the Original Purchaser to purchase the Note at a private
negotiated sale. Prior to the issuance of the Note the Issuer
shall receive from the Original Purchaser the disclosure statement
containing the information required by Section 218.385, Florida
Statutes.
Section s. Descri'Ption of Note. Th~ Note shall be dated
the date of its execution and delivery, which shall be a date
agreed upon by the Mayor and the Original Purchaser, and shall
have such other terms and provisions, including the interest rate
and maturity date, as stated in the form of Note attached hereto
as Exhibit A. The Note is to be in substantially the form set'
forth on Exhibit A attached hereto, with such changes as may be
approved by the officials of the Issuer executing the same, such
approval to be conclusively established by such execution. The
Note shall be executed on behalf of the Issuer with the manual
signature of the Mayor and shall have impressed thereon the
official seal of the Issuer, and be attested with the manual
signature of the Clerk, and the said Mayor and Clerk are hereby
authorized to execute and attest to the Note on behalf of the
Issuer.
Section 6. ~stration and Exchange of Note: Persons
Treated as Owners. The Note is initially registered to the
Original Purchaser. So long as the Note shall remain unpaid, the
Issuer will keep books for the registration and transfer of the
Note. The Note shall be transferable only upon such registration
books.
The Person in whose name the Note shall be registered shall
be deemed and regarded as the absolute owner thereof for all
purposes, and payment of principal and interest on the Note shall
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be made only to or upon the written order of the Owner. All such
payments shall be valid and effectual to satisfy and discharge the
liability upon such Note to the extent of the sum or sums so paid.
Section 7. Payment of Principal anp Interest: Limited
Q..Qli.9-atiQ.n. The Issuer promises that it will promptly pay the
principal of, premium, if any, and interest on the Note at the
place, on the dates and in the manner provided therein according
to the true intent and meaning hereof and thereof, provided that
the principal of, premium, if any, and interest on the Note is
payable solely from the Pledged Funds, and nothing in the Note or
in this Resolution shall be construed as pledging any other funds
or assets of the Issuer to such payment or authorizing such
payment to be made from any other source. The Issuer is.. not and
shall not be liable for the payment of the principal of, premium,
if any, and interest on the Note or for the performance of any
pledge, obligation or agreement undertaken by Issuer from any
property other than the Pledged Funds. No Owner of the Note shall
have any right to resort to legal or equitable action to require
or compel the Issuer to make any payment required hereby or by the
Note except from Pledged Funds.
The principal of, premium, if any, and interest on the Note
sha 11 be payable f rom the Pledged Funds. The payments sha 11 be
secured by an irrevocable lien on the Pledged Funds, and the
Issuer does hereby irrevocably pledge such Pledged Funds to the
payment of the principal of, premium, if any, and interest of the
Note. The lien of the holder of the Note on the Pledged Funds
shall be senior and prior to the liens of the holders of any and
all other obligations of the Issuer which are payable, in whole or
in part, from the Pledged Funds (the "Junior Debt"), regardless of
whether such other obligations are issued or incurred simultaneous
with or subsequent to the issuance of the Note.
In the event that the Half-cent Sales Tax or Franchise Fees,
or both, are reduced or eliminated by reason of a change in
Florida law or technological obsolescence or if for any other
reason the amount of the Half-cent Sales Tax and Franchise Fees
collected by the Issuer in any year should be less than 120% of
the amount of principal and interest payable on the Note in such
year plus 100% of the principal and interest payable on any Junior
Debt in such year, the Issuer shall designate one or more other
lawfully and contractually available non ad-valorem sources, if
any exist, in an amount at least sufficient (such source(s) in
such amount, the "Designated Revenues") to cause the aggregate of
the amount of such Designated Revenues and the Half-cent Sales Tax
and Franchise Fees collected in each year to equal 120% of the
principal and interest payable on the Note in such year plus 100%
of the principal and interest payable on any Junior Debt in such
year, and such Designated Revenues shall without further action be
deemed pledged to the payment of principal and interest on the
Bond the same as the Half-cent Sales Tax or Franchise Fees.
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....
The Issuer further represents and warrants that it has, as of
the date of adoption hereof, made no pledge of the Half-cent Sales
Tax or Franchise Fees, and that it has not entered into any
agreement or made any commitment to pledge the Half-cent Sales Tax
or Franchise Fees. Any obligations of the Issuer hereafter
incurred and payable from the Half-cent Sales Tax or Franchise
Fees or any other Designated Revenues, if applicable, shall
contain an express provision to the effect that the right of such
obligations to payment f rom such sources is fully subordinate to
the lien and pledge hereby created in favor of the Note.
Section 8. Comoliance with Tax Reauirements. The Issuer
hereby covenants and agrees, for the benefi t of the Owners from
time to time of the Note, to comply with the requirements
applicable to it contained in Section 103 and Part IV of
Subchapter B of Chapter 1 of the Code to the extent necessary to
preserve the exclusion of interest on the Note from gross income
for federal income tax purposes. Specifically, without intending
to limit in any way the generality of the foregoing, the Issuer
covenants and agrees:
(1) to pay to the Uni ted States of America
from the funds and sources of revenues pledged to
the payment of the Note to the extent legally
available, and from any other legally available
funds, at the times required pursuant to Section
148(f) of the Code, the excess of the amount
earned on all non-purpose investments (as defined
in Section l48(f)(6) of the Code) (other than
investments attributed to an excess described in
this sentence) over the amount which would have
been earned if such non-purpose investments were
invested at a rate equal to the yield on the
Note, plus any income attributable to such excess
(the "Rebate Amount");
(2) to maintain and retain all records
pertaining to and to be responsible for making or
causing to be made all determinations and
calculations of the Rebate Amount and required
payments of the Rebate Amount as shall be
necessary to comply with the Code;
(3) to refrain from using proceeds of the
Note in a manner that would cause the Note to be
classified as a private activity bond under
Section l4l(a) of the Code; and
(4) to r.efrain from taking any action or
omitting to take any action if such action or
omission would cause the Note to become an
arbitrage bond under Section 103 (b) and Section
148 of the Code.
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The Issuer understands that the foregoing covenants impose
continuing obligations on the Issuer to comply with the
requirements of Section 103 and Part IV of Subchapter B of Chapter
1 of the Code so long as such requirements are applicable.
Section 9. Note Payment Fund. The Issuer hereby creates
and establishes a Note Payment Fund (herein, the "Fund"). Subject
to the provisions of this Resolution, the Fund is hereby pledged
as security for the payment of the Note. The Issuer covenants
that it shall, no later than the second Business Day after
receipt, deposit all of the proceeds of the Half-cent Sales Tax,
Franchise Fees and Designated Revenues into the Fund. Moneys on
deposit in the Fund may be invested in any legally permitted
investment. Except as provided in the next succeeding sentence,
as long as the Issuer is not in default in its payment obligations
of the Note, then the Issuer may wi thdr aw amounts f rom the Fund
for any lawful purpose. The Issuer shall not withdraw any moneys
from the Fund other than to pay debt service on the Note if such
withdrawal would adversely affect the Issuer's ability to pay debt
service on the Note as the same becomes payable, and upon the
occurrence and during the continuation of any event of default no
withdrawals may be made from the Fund except to pay debt service
on the Note. If the Original Purchaser holds the Fund, upon the
occurrence of an event of default under this Resolution or the
Note, the Original Purchaser shall have a right of set-off without
notice or consent against amounts in the Fund to pay amounts due
on the Note.
Subject to and not in limitation of the provisions of
Section 7 hereof, the Issuer shall budget and appropriate such sum
from the Half-cent Sales Tax, Franchise Fees and Designated
Revenues in the Issuer's budget each year as may be necessary to
pay the principal of, premium, if any, and interest on the Note
becoming due in that year.
If the Fund is established with a financial institution (the
"Depository") other than the Original Purchaser, the Issuer shall
provide the Depository with written notification that the Fund is
subject to a pledge in favor of the Owner, and the Issuer shall
provide a copy of such notice, together with an acknowledgment of
receipt thereof by the Depository (provided that a failure by the
Issuer to obtain such acknowledgment due to a refusal by the
Depository to provide the same shall not constitute a default
hereunder) to the Owner.
The designation and establishment of the Fund shall not be
construed to requi re the establishment, of any completely
independent, self-balancing fund as such term is commonly defined
and used in governmental accounting, but rather is intended solely
to constitute an earmarking of, certain moneys for certain purposes
and to establish certain priori ties for the application of such
moneys as herein provided. The money required to be accounted for
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in the Fund may be commingled with other moneys of the Issuer in a
single bank account, and may be invested along with other moneys
of the Issuer in a common investment pool, provided that adequate
accounting records are maintained to reflect and control the
restricted allocation of the moneys on deposit in the Fund.
Section 10. Loan Aareement; Draws. The Loan Agreement
between the Issuer and the Original Purchaser in substantially the
form attached hereto as Exhibit B is hereby approved, with such
changes as may be approved by the officials of the Issuer
executing the same such approval to be conclusively established by
such execution, and the Mayor and Clerk are authorized and
di rected to execute the same on behalf of the Issuer, and when
executed, the Loan Agreement shall constitute a part of this
Resolution the same as if set forth herein in its entirety.
The Mayor, Ci ty Manager and/or the Finance Director of the
Issuer are authorized to' request Advances (as defined in the Loan
Agreement) in the amounts and at times sufficient to pay the Cost
of any Proj ect and/or to pay interest on the Note, provided that
no Advance shall be requested after March 1, 1998.
Section 11. Amendment. This Resolution shall not be
modified or amended in any respect subsequent to the issuance of
the Note except wi th the wri tten consent of the Owner of the
Note.
Section 12. Limitation of Riahts. With the exception of
any rights herein expressly conferred, nothing expressed or
mentioned in or to be implied from this Resolution or the Note is
intended or shall be construed to give to any Person other than
the Issuer and the Owner any legal or equitable right, remedy or
claim under or with respect to this Resolution or any covenants,
condi tions and provisions herein contained; this Resolution and
all of the covenants, conditions and provisions hereof being
intended to be and being for the sole and exclusive benefit of the
Issuer and the Owner.
Section 13. Note Mutilated. Destroved. Stolen or Lost. In
case the Note shall become mutilated, or be destroyed, stolen or
lost, the Issuer shall issue and deliver a new Note of like tenor
as the Note so mutilated, destroyed, stolen or lost, in exchange
and in substitution for such mutilated bond, or in lieu of and in
substitution for the Note destroyed, stolen or lost and upon the
Owner furnishing the Issuer proof of ownership thereof and
indemnity reasonably satisfactory to the Issuer ,and complying with
such other reasonable regulations and conditions as the Issuer may
prescribe and paying such expenses as the Issuer may incur. The
Note so surrendered shall be cancelled.
Section 14. Imoairment of Contract. The Issuer covenants
with the Owner of the Note that it will not, without the written
,
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consent of the Owner of the Note, enact any ordinance or
resolution which repeals, impairs or amends in any manner adverse
to the Owner the rights granted to the Owner of the Note
hereunder, the Issuer's Charter or Code of Ordinances, the right
or ability of the Issuer to collect the Half-cent Sales Tax,
Franchise Fees or Designated Revenues at the maximum amount
permitted by law, or any rights of such Owner or the security of
the funds which may be pledged to the payment of the principal of,
premium, if any, and interest on the Note or reduce the rate at
which the Half-cent Sales Tax, Franchise Fees or Designated
Revenues is collected or the persons from whom it is collected.
Section 15. Enforcement of Collections. The Issuer will
diligently enforce and collect the Half-cent Sal~s Tax, Franchise
Fees and Designated Revenues, will take steps, actions and
proceedings for the enforcement and collection of such Half-cent
Sales Tax, Franchise Fees and Designated Revenues as shall become
delinquent to the full extent permitted or authorized by law, and
will maintain accurate records with respect thereto.
Section 16. Budaet and Financial Information. The Issuer
shall demonstrate in each annual budget that there are sufficient
proceeds of the Half-cent Sales Tax, Franchise Fees and Designated
Revenues, if any, to pay the principal of, premium, if any, and
interest on the. Note as the same becomes due and payable. The
Issuer shall, upon the written request of the Owner of the Note,
provide such Owner with a copy of its annual budget and such other
financial information regarding the Issuer as the Owner of the
Note may reasonably request. The Issuer hereby covenants that it
shall promptly give written notice to the Owner of the Note of any
litigation or proceeding which if determined adversely to the
Issuer would adversely affect the security for the payment of the
Note.
Section 17. Remedies of Noteholder. Should the Issuer
default in any obligation created by this Resolution or the Note,
the Owner of the Note may, in addition to any other remedies set
forth in this Resolution or the Note, either at law or in equity,
by suit, action, mandamus or other proceeding in any court of
competent jurisdiction, protect and enforce any and all rights
under the laws of the State of Florida, or granted or contained in
this Resolution, and may enforce and compel the performance of all
duties required by this Resolution, or by any applicable statutes
to be performed by the Issuer or by any officer thereof. The
Issuer hereby agrees with the Owner of the Note that the filing of
any bankruptcy or insolvency proceeding under any federal or state
law by or against the Issuer which is not dismissed with prejudice
within 30 days of such filing shall give the Owner of the Note the
right to exercise any of the remedies provided under this Section.
Section 18. Severability. If any provision of this
Resolution shall be held or deemed to be or shall, in fact, be
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illegal, inoperative or unenforceable in any context,
shall not affect any other provision herein or render
provision (or such provision in any other context)
inoperative or unenforceable to any extent whatever.
the same
any other
invalid,
Section 19. Busines~-Ilan. In any case where the due date
of interest on or principal of the Note is not a Business Day,
then payment of principal or interest need not be made on such
date but may be made on the next succeeding Business Day, provided
that credit for payments made shall not be given until the payment
is actually received by the Owner.
Section 20. Applicable provisions of Law. This Resolution
shall be governed by and construed in ,accordance with the laws of
the State.
Section 21. Rules of Interoretati.Q.D,. Unless expressly
indicated otherwise, references to sections or articles are to be
construed as references to sections or articles of this instrument
as originally executed. Use of the words "herein," "hereby,"
"hereunder," "hereof," "hereinbefore," "hereinafter" and other
equivalent words refer to this Resolution and not solely' to the
particular portion in which any such word is used.
Section 22.
Resolution are for
describe the scope
Resolution.
Caotions. The captions and headings in this
convenience only and in no way define, limit or
or intent of any provisions or sections of this
'Section 23. Limited Liability of Issuer. It is hereby
expressly made a condition of this Resolution and of the Note that
any agreements or representations herein or therein contained or
contained in the documents and instruments executed in connection
therewith do not and shall never constitute or give rise to any
personal or pecuniary liability or charge against the general
credit of the Issuer and in the event of a breach of any
agreement, covenant or representation, no personal or pecuniary
liability or charge payable directly or indirectly from the
general revenues of the Issuer shall arise therefrom. Nothing
contained in this Section 23, however, shall relieve the Issuer
from the observance and performance of the several covenants and
agreements on its part herein contained.
Section 24. Officers and Emoloyees of, the Issuer Exemot
from Personal Liabilitv. No recourse under or upon any
obligation, covenant or agreement of this Resolution, the Note, or
the Loan Agreement or for any claim based thereon or otherwise in
respect thereof, shall be had against any Commissioner of the
Issuer, or any officer, agent or employee, as such, of the Issuer
past, present or future, ei ther di rect ly or through the Issuer
whether by virtue of any constitution, statute or rule of law, or
by the enforcement of any assessment or penalty or otherwise, it
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being expressly understood (a) that the obligation of the Issuer
under this Resolution is solely a corporate one, limited as
provided in the preceding Section 23, (b) that no personal
liability whatsoever shall attach to, or is or shall be incurred
by, the Commissioners of the Issuer, or the officers, agents, or
employees, as such, of the Issuer, or any of them, under or by
reason of the obligations, covenants or agreements contained in
this Resolution or implied therefrom, and (c) that any and all
such personal liability, either at common law or in equity or by
constitution or statute, of, and any and all such rights and
claims against, every such Commissioner of the Issuer, and every
officer, agent, or employee, as such, of the Issuer under or by
reason of the obligations, covenants or agreements contained in
this Resolution, or implied thereJrO.Ill, are waived and released as
a condition of, and as a consideration for, the execution of this
Resolution and the issuance of the Note on the part of the Issuer.
Section 25. Authorizations. The Mayor and any
Commissioner, and such other officials and employees of the Issuer,
as may be designated by the Mayor are each designated as agents of
the Issuer in connection wi th the issuance and delivery of the
Note and are authorized and empowered, collectively or
individually, to take all action and steps and to execute all
instruments, documents, and contracts on behalf of the Issuer that
are necessary or desirable in connection with the execution and
delivery of the Note, and which are specifically authorized or are
not inconsistent with the terms and provisions of this Resolution.
Section 26. Section 265 Designation Note. The reasonably
anticipated amount of tax-exempt obligations (other than
obligations described in Clause (ii) of Section 265(b)(3)(C) of
the Code) which have been or will be issued by the Issuer during
1995 does not exceed $10,000,000. The Issuer hereby designates
the Note as a "qualified tax-exempt obligation" for purposes of
Section 265(b)(3)(B)(i) of the Code. The Issuer hereby covenants
and agrees not to take any action or to fail to take any action if
such action or failure would cause the Note to no longer be a
"qualified tax-exempt obligation."
Section 27. Subordinate Indebtedness. The Issuer may at
any time or from time to time issue evidence of indebtedness that
is payable in whole or in part out of the Pledged Funds, and which
may be secured by a pledge of the Pledged Funds, provided,
however, that such pledge shall be, and shall be expressed in such
evidence of indebtedness to be, subordinate in all respects to the
pledge of the Pledged Funds created by this Resolution in favor of
the Note.
Section 28. R.eoealer. All resolutions or parts thereof in
conflict herewith are hereby repealed.
Section 29.
Effective Date.
This Resolution shall take
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effect immediately upon its adoption.
Passed and Adopted this 15th day of March, 1995.
sal&a,~
(SEAL)
Attest:
S......._ ~~7
Susan Armstrong, C.M. ., City Cierk"
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1.
CERTIFICATE OF TRUE COPY
I, the undersigned City Clerk of the City of Parkland,
Florida, DO HEREBY CERTIFY that attached hereto is a true and
correct copy of Resolution No. 95-22 duly adopted March 15, 1995
and that such resolution remains in force and has not been amended.
IN WITNESS WHEREOF, I have hereunto set my hand as of the 20th
day of March, 1995.
By:0JJ_,,__ f2-..cy
City Clerk
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TRANSCRIPT OF PROCEEDINGS
$6,000,000
CITY OF PA,RKLAND, FLORID;.
PROMISSORY NOTE
DATED MARCH 20, 1995
MOYLE, FLANIGAN, KATZ, FITZGERALD & SHEEHAN, P.A.
BOND COUNSEL
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TIME AND PLACE OF CLOSING
The closing was held at the City Hall March 20, 1995 (the
"Closing Date").
LIST OF CLOSING DOCUMENTS
1. Certified copy of Resolution No. 95-22 adopted by the City
Commission on March 15, 1995 authorizing the issuance of the
Note.
2. Certified copy of City Charter.
3. Certified copy of Ordinance No. 11 of the City, enacted
September 14, 1966.
4. Loan Agreement.
5. General Certificate of the Issuer.
6. Notice of Sale sent to Division of Bond Finance.
7. Receipt for Note.
8. State of Florida Division of Bond Finance Forms BF-2003 and
BF-2004-B and Letter of Transmittal.
-9. Certificate as to Arbitrage and Other Tax Matters.
10. Form 8038-G and Transmittal Letter.
11. Disclosure Statement of Bank. '
12. Opinion of Counsel to the Issuer.
13. Opinion of Bond Counsel.
TranscriDts. Six (6) complete transcripts are to be prepared for
distribution as follows:
2 - City of Parkland
1 - Andrew Maurodis, Esq.
2 - NationsBank of Florida, N.A.
1,- Moyle, Flanigan, Katz, FitzGerald & Sheehan, P.A.
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2.
CERTIFICATE OF TRUE COPY
I, the undersigned City Clerk of City of Parkland, Florida, DO
HEREBY CERTIFY that attached hereto is a true and correct copy of
the City Charter as in effect this date.
IN WITNESS WHEREOF, I have hereunto set my hand as of the 20th
day of March, 1995.
By: \ <)--""'....--
.-
Clty Clerk
C2.. L~J
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"
Art. I.
Art. II.
Art. III.
Art. IV.
Art. V.
Art. VI.
Art. VII.
Art. VIII.
Art. IX.
Art. X.
Art. XI.
Art. XII.
(Art. XIII.
PART I
CHARTER.
Transition, 1.01-1.04
General Powers, 2.01-2.05
The Mayor and City Commission, 3.01:-3.07
Elections, 4.01-4.06
City Manager, 5.01-5.03
City Clerk, 8.01-6.03
Emergency Ordinances, 7.01
Sale of City 'Properly, 8.01
Fiscal Year, 9.01
Status of Former! Charter, Ordinances, Resolutions and Officers, 10.01-10.05
Severabllity, 11.01
Referendum and Effective Date, 12.01-12.03
Zoning, 13.01]
ORDINANCE NO. 70
AN ORDINANCE OF THE CITY OF PARKLAND, FLORIDA AMENDING AND RE.
VISING THE CHARTER OF THE CITY OF PARKLAND; PROVIDING FOR THE
DEFINITION OF MUNICIPALITY; PROVIDING FOR CORPORATE LIMITS OF THE
CITY; PROVIDING FOR EXPANSION AND CONTRACTION OF THE MUNICIPALI.
TY; PROVIDING FOR POWERS OF THE CITY AND CONSTRUCTION THEREOF;
PROVIDING FOR INTERGOVERNMENTAL RELATIONS; PROVIDING FOR EXTRA.
TERRITORIAL POWERS; PROVIDING FOR TITLE TO PUBLIC PHOPERTY AND
STREETS; PROVIDING FOR THE MAYOR AND CITY COMMISSION; PROVIDING
FOR COMMISSION DISTRICTS; PROVIDING FOR TERM AND OATH OF OFFICE OF
ELECTIVE OFFICERS; PROVIDING FOR COMPENSATION FOR CITY COMMISSION.
ERS AND THE MAYOR; PROVIDING FOR REGULAR AND SPECIAL MEETINGS;
PROVIDING FOR A QUORUM FOR CITY COMMISSION MEETINGS AND ATTEN.
DANCE REQUIREMENTS AT SAME; PROVIDING FOR THE PRESIDING OFFICER
OF THE COMMISSION; PROVID~NG FOR ELECTIONS; PROVIDING FOR QUALlFI.
CATIONS FOR CANDIDATES; PROVIDING FOR DATE OF ELECTIONS; PROVID.
ING FOR THE EVENT OF A TIE VOTE; PROVIDING FOR VACANCY .IN THE MEM.
BERSHIP OF THE COMMISSION OR IN THE OFFICE OF THE MAYOR; PROVIDING
FOR THE APPOINTMENT AND REMOVAL OF THE CITY MANAGER; PROVIDING
FOR NON-INTERFERENCE BY THE COMMISSIONERS WITH THE PERFORMANCE
OF DUTIES OF ANY OFFICERS OR EMPLdYEES APPOINTED BY THE CITY MAN.
AGER; PROVIDING FOR THE APPOINTMENT AND DUTIES OF THE CITY CLERK;
.
-Editor'. note-Printed herein is the Home Rule Charter ~fthe City, Ordinance No. 70,
adopted in a referendum held on November 2, 1982. Catchlines that have been added are
indicated in brackets [ ).
State law. reference-Municipal Home Rule Powers Act, F.S. i 166.041.
, ./
1
CHARTER
3.01
1.04 Expansion and contraction of mumcipality.
The territorial limits ()f the municipality of the City of Parkland may be contracted or
expanded in accordance with Ch. 171 of Florida Statutes.
ARTICLE U. GENERAL POWERS
2.01 Powers of the City.
The City shall have all the powers possible for a city to have under the Constitution and
the laws of this State as fully and completely as though they were specifically enumerated in
this Charter.
State law reference-MUnicipal home rule powers, F.S. fi 166.021.
2.02 Powers to be liberally construed.
The powers of the City under this Charter shall be construed liberally in favor of the City
and a specific mention of particular powers ~ the Charter shall not be construed as limiting
in any way the general powers cited in this Article.
2.03 Intergovernmental relations.
The City may exercise any of its powers or perform any of its functions and may partic.
ipate in the fmancing thereof jointly or in cooperation, by contract or otherwise, with anyone
or more states, counties or mUnicipalities or civil divisions or agencies thereof or the United
States or any agency thereof.
State law reference-Florida Interlocal Cooperation Act, F.S. 1163.01.
2.04 Extraterritorial powers.
In addition to the powers enumerated herein the City of Parkland shall be vested with all
extraterritorial powers heretofore granted by prior Charters of the City , as amended, and the
laws of the State of Florida.
2.05 Title to public property and streets.
The title or right to easements in and jurisdiction over all streets, thoroughfares, parks,
alleys, and all other public property within the territorial limits of the City of Parkland shall
be vested in the City.
.
ARTICLE m. THE MAYOR AND CITY COMMISSION
3.01 City Commission.
The City of Parkland shall be governed by a City Commission consisting of five (5) mem-
bers, one of wh9m'shall be the Mayor and one of whom shall be the Vice Mayor. The Com-
missioners shall elect from among themselves one Commissioner as Vice Mayor.
Supp. No, 17
3
CHARTER
4.03
said special meeting. No other subject shall be considered except in the case of an extreme
emergency affecting the health. safety. and welfare of the citizens of Parkland. A unanimous
vote of the Commissioners may waive the requirement of said notice. Said notice of special
meeting shall be posted at City Hall and. if time perniits. advertised in the newspaper. If there
is insufficient time to advertise. then the notice shall be posted at a conspicuous entrance to
the City. When posting the notice at a conspicuous entrance to the City. the notice only needs
to read: "City Commission Meeting" and state the time and place.
(c) Quorum. A quorum for any City Commission meeting shall consist of not less than
three (3) members of the Commission.
(d) Attendance requirement. Any member of the CQmmission missing three (3) consecutive
regular meetings of the Commission. without excuse. shall create a vacancy in that. office;
provided that the absent member of the Commission shall receive written notice within three
(3) days after he has missed his second consecutive meeting without consent. Absence shall be
excused for good cause shown upon motion and vote of the majority of the Commission.
COrd. No. 90.22. f 2. 12-5~90)
3.07 Presiding Officer.
The Mayor shall serve as the presiding officer of the Commission and shall be entitled to
vote similarly to any of the Commissioners. The Mayor shall execute all documents on behalf
of the City. The Vice Mayor shall preside at all meetings in the absence of the Mayor. The
Mayor and Vice Mayor shall perform such other duties as authorized by the 'City Commission.
ARTICLE IV. ELECTIONS
4.01 Proclaiming elections.
All elections shall be proclaimed by the Mayor at least thirty (30) days prior thereto. and
if the Mayor refuses or omits to make such proclamation. it shall be made by the Clerk. but
want of proclamation shall not defeat the general election of the City officers.
State law reference-Municipal elections in Broward County. Laws of Florida. Chapter
75.350, as amended by Laws of Florida Chapters 76-336. 77-507 and 81-349.
.
4.02 Non.partisan election.
All Commissioners shall be elected by a city.wide vote of the electors. The election shall
be non-partisan.
4.03 Qualifications.
(a) Mayor. The Mayor shall be a citizen of the United States of America. at least eighteen
C 18) years of age. registered to vote in the City election and must reside in the City of Parkland
for at least six (6) months immediately preceding the date on which he/she qualifies for
election. No person convicted of a felony shall be eligible to serve as Mayor.
Supp. No. 17
5
CHARTER
5.01
4.04 Date of elections.
The election for Mayor and the Districts denominated as Districts 1 and 2 shall be held at
the general election on the second Tuesday in March 1994 and the general election on the
second Tuesday of March every three (3) years thereafter. The election for the Districts de-
nominated as District 3 and 4 shall be held at the general election on the second Tuesday in
March 1993 and the general election on the second Tuesday of March in 1995 and then at the
general election on the second Tuesday of March every three (3) years thereafter. The candi.
date receiving the highest number of votes in a general election shall be deemed elected.
(Ord. No. 88-20, ~ 3, 12-1-88; Ord. No. 92.26, ~ 3, 12.16.92)
4.05 Tie vote.
In the event of a tie vote, a special run-oiT election shall be held and the candidate
receiving the highest number of votes at such special run-oiT election shall be declared elected.
The special run-oiT election shall be held not later than ten (10) days following the canvass of
the returns and the determination of the vote.
4.06 Vacancies.
If any vacancy shall occur in the membership of the Commission or in the office of Mayor
for any reason whatsoever, the vacancy shall be filled by the following method:
(a) If the vacancy occurs within one hundred eighty (180) days of the ~nd of that Com-
missioner's term, the Commission may appoint a qualified person, as defined in
Section 4.03 of this Charter, to fill said vacancy for the remainder of the unexpired
term. If the Commission fails to fill said vacancy within thirty (30) days of the va.
cancy, a special election shall be held within forty-five (45) days thereafter to rill
same.
.
(b) If the vacancy occurs more than one hundred eighty (180) days prior to the end of that
Commissioner's term, a special election shall be held within forty-five (45) days of
such vacancy to fill the balance of the unexpired term; provided that if a general
election is scheduled within forty-five (45) days, but at least thirty (30) days after said
vacancy, the vacancy shall be rilled at said general election.
(c) If any Commissioner or Mayor ceases to possess the qualifications specified in Section
4.03, or if any Commissioner ceases to reside in the district which th~ were elected
to represent, such individual shall forfeit that office and it shall be the duty of the City
Commission or the remaining members thereof to declare the office vacant and pro-
ceed to fill the vacancy as provided in Sections 4.06(a) and 4.06(b).
(Ord. No. 85-19, ~ I, 12-5-85; Ord. No. 90-22, fi~ 3,4, 12-5-90)
ARTICLE V. CITY MANAGER
6.01 Appointment.
The Commission may appoint a City Manager who shall be the administrative head of the
municipal government answerable to and under the direction and supervision of the City
Supp. No, 17
7
CHARTER
10.02
ARTICLE vn~ EMERGENCY ORDINANCES
7.01 Procedure.
In addition to the procedure provided by Florida Statutes for passing emergency ordi-
nances, within ninety (90) days after an emergency ordinance is passed by the City Commis-
sion it shall be ratified and reaffirmed in accordance with Florida Statutes for normally
passing ordinances, or the emergency ordinance is voided.
ARTICLE vm. SALE OF CITY PROPERTY
8.01 Procedure for sale.
No right, title or interest of the City in and to any property, real or personal, valued in
excess of fifty thousand dollars ($50.000.00) shall be sold except under authority of an ordi.
nance passed by the aftinnative vote of at least four (4) Commissioners at a regular Commis.
sion meeting.
(Ord. No. 88-10, f 5, 8-3-88)
ARTICLE IX. FISCAL YEAR
9.(,1 Fiscal year.
'I he fiscaJ year for the City of Parkland shall begin on October 1 of each year and end on
.' Septeuber ,~O of the following year.
ARTICLE X. STATUS OF FORMER CHARTER, ORDINANCES,
RESOLUTIONS AND OFFICERS
10.01 Former Charter.
..
All provisions of the fonner Charter, Laws of the State oCFlorida Ch. 63-1758. as amended.
are hereby rePealed with the exception of those which became ordinances and which are not
in conflict or inconsistent with this Charter.
10.02 Ordinances and resolutions continuing.
All ordinances and resolutions in effect upon the adoption of this Charter to the extent
they are not inconsistent or in conflict with this Charter shall remain in full force and effect
until modified er repealed in the manner provided by law.
Supp, No, 17
9
CHARTER
[13.01
If a m~ority of the electors of the City of Parkland actually voting on such question in
such referendum shall vote for the approval of the Revised Charter, this ordinance shall
become operative and effective at 12:01 a.m. on the 3rd day of November, 1982. If a majority
of such electors actually voting on such question at such referendum shall vote against the
approval of the Revised Charter, then this ordinance shall not become effective and shall be of
no further force and effect.
12.03 Placing ballot on general election.
The City of Parkland shall place the foregoing question on the ballot for the general
election to be held in Braward County', Florida on November 2, 1982.
(ARTICLE XID. ZONING)
.
113.01 AE-l aDd AE-2 ZODiDg classifications.)
[(a)) Section 21 of Chapter 63-1758, Laws of Florida, as amended by Chapter 69.1454,
Laws of Florida relating to repeal of ordinances, is amended by re-numbering tbe present
Section 21 as 21(a) and adding ,a Section 21(b) to provide:
b. The foregoing shall not apply to the "AE-l" and "AE_2u zoning classifications
and the l.4l1tis so zoned within the City, or specifically designated hereafter by the
City Commiuitn as being affected by this Section. Any changes to either the
ordinan,'8s Ol. the lands so zoned shall be made only upon a vote of 80% of the
elector" J esiding onaaid lands. Th~ City Commission shall not have the power to
re-zone :ands o,t'to 8nlend the "AE-l" and "AE-2" ordinances except by following
this procelure.
[(b)) This ordinance shall be submitted to a vote of the electors of the City at the next
regular City electioll to b! held 011 November 18, 1974, and shall become effective if approved
by a majority of the ~lect..ors vor..ng the referendum upon said question, and upon riling with
the Department of State. ~'
[(c)) When incorporated in the Charter, this provision of the Charter shall never be changed,
amended or deleted except upon concurrence of 8090 of the voters in the area affected, in
addition to the vote of the electors required to change the Charter. ,
Editor's note-The above section has been included in this part at the direction of the
city. It has been numbered section 13.01 by the editor. It was adopted by Ordinance No. 23 as
section 21(b) of this former City Charter, being Chapter 63-1758, Laws of Florida, as amended.
This section is also codified as section 22.1 of the Code of Ordinances.
Supp. No, 17
11
[The next page is 63}
3.
j
CERTIFICATE OF TRUE COpy
I, the undersigned City Clerk of City of Parkland, Florida, DO
HEREBY CERTIFY that attached hereto is a true and correct copy of
Ordinance No. 11 as in effect on the date hereof.
IN WITNESS WHEREOF, I have hereunto set my hand as,of the 20th
day of March, 1995.
By:,5~a- t2-./~p
City Clerk vi
7461M
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'1
ORDINANCE l'le "
"
.
A~ OnDINANCE CIlANTINC TO n:oIUDA POWER" UGllT COHPANY. I1'S SUCCESSORS AND ASSICNS. 1.."" EU:C'.
I'lUC FaANCWSE. AND IMPCWNC paOVISIONS A."" CONDmONS aELA'mfC 1'BDEl'O.
BE I'l ORDAINED BY THE COMMISSION Of' THE CITY OF PARKLAND, n.oJUD41-
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, ,
LOAN AGREEMENT
BETWEEN
THE CITY OF PARKLAND, FLORIDA
AND
NATIONSBANK OF FLORIDA, N.A.
Dated as of March 20, 1995
ARTICLE I
Section 1.01
Section 1. 02
Section 1.03
ARTICLE II
Section 2.01
Section 2.02
Section 2.03
Section 2.04
Section 2.05
Section 2.06
Section 2.07
ARTICLE III
Section 3.01
Section 3.02
Section 3.03
ARTICLE IV
Section 4.01
Section 4.02
Section 4.03
Section 4.04
ARTICLE V
Section 5.01
Section 5.02
Section 5.03
Section 5.04
Section 5.05
Section 5.06
ARTICLE VI
Section 6.01
Section 6.02
ARTICLE VII
Section 7.01
Section 7.02
Section 7.03
Section 7.04
TABLE OF CONTENTS
DEFINITIONS OF TERMS .
Definitions. . . . .
Interpretation . . . .
Titles and Headin9s. .
. . . . . . . . . .
. . . . . . . . .
.. ....
. . . . . . . .
REPRESENTATIONS OF ISSUER . . . . . . . .
Powers of Issuer . . . . . . . .
Authorization of Loan. . . . .. ...
AC}reements . . . . . . . .. ...
Idtiqation.Etc. . . .. .. . . . .
Financial Information. . . . . . .
Pledqe of PledC}ed Funds. . .
Pledae of Note PaYment Fund. . . . . . . .
. . .
COVERANTS OF THE ISSUER . . . . . . . . .
Affirmative Covenants. . . . .... ..
Neaative Covenants. . . . . . . . . . . .
Tax Covenants. . . . . . . . . . . . . . .
CONDITIONS OF LENDING . . . . . . . . . .
Representations and Warranties . . . .
No Default . . . . . . . . . . . . . . . .
Delivery of Loan Documents . . . . . .
Supporting Documents . . . . . . .
THE LOAN; ISSUER' S OBLIGATION; Dr.S(~i I~'TION
AND PAYMENT TERMS; OPTIONAL P1\E.PAIMENT i
ADVANCES . . . . . . . . . .. ....
The Loan . . . . . . . . . . . . . , .
Note Not to be Indebtedness of t:~
Issuer or State. . . . . . . . . . . .
DescriDtion and Payment Terms of ~
B.a.tJ:l . . . . . . . . . . . . . . . .
Optional PreDavment. . . . . . . . . .
Adiustments to Interest Rate . . . . .
Requisitions for Advances: and Other
Conditions . . . . . . . . . . . .
EVENTS OF DEFAULT . . . . . .
General. . . . . . . . . . . . . .
Effect of Event of Default ...
. .
. . .
MISCELLANEOUS . . . . . . . . . . . . .. 15
No Waiver: Cumulative Remedies. . . . 15
Amendments. Chanaes or Modifications
to the Aareement . .......... 15
Costs and Expenses . ......... 15
Counterparts . . . . . . . . . . . . . . . 16
~
1
1
3
3
3
3
4
4
5
5
5
5
5
5
7
7
8
8
8
8
8
9
9
9
9
10
11
12
13
13
14
Section 7.05 Severability . . . . . . . . . 16
Section 7.06 Term of A9reement. . . . . . . . . . . 16
Section 7.07 Notices. . . . . . . . . . . . . . 16
Section 7.08 Ap~licab1e Law . . . . . . . . . . 17
Section 7.09 Binding Effect: Assi9nment . . . . . . 17
Section 7.10 Conflict . . . . . . . . . . .. . . . . 17
Section 7.11 No Third Party Beneficiaries . . . 17
Section 7.12 Commitment Letter Superseded . . . . . 17
Section 7.13 Attorneys Fees . . . . . . . . . . . . ' 17
Section 7.14 Entire A9reement . . . . . . . . . 17
Section 7.15 Further Assurances . . . . . . . . 17
Section 7.16 Incorporation by Reference . . . . 18
. '. _.~,...,. ,,-'.. -..... '.
"
-
-ii-
This LOAN AGREEMENT (the "Agreement") is made and entered
into as of March 20, 1995, by and between the City of Parkland,
Florida, a municipal corporation of the State of Florida, and
its successors and assigns (the "Issuer"), and NationsBank of
Florida, N.A., a national banking association, and its
successors and assigns (the "Bank");
WHEREAS, the City Commission of the Issuer did, on March
~S, 1995, adopt a Resolution (the "Note Resolution") authorizing
the issuance of a promissory note of the Issuer in the aggregate
principal amount of not exceeding $6,000,000 (herein the "Note")
for the purpose of financing certain of the Costs of the Project
(as defined inuthe Note Resolutj..o,n1.i...and
WHEREAS, the Bank is willing to enter into this Agreement
with the Issuer to provide the financing for the Costs of the
Project; and
WHEREAS, the Issuer hereby determines that it is desirable
and in the best interest of the Issuer to enter into this
Agreement whereby the Issuer may borrow up to $6,000,000 from
the Bank for the purpose of financing the Costs of the Project
(the "Loan") and to evidence the repayment of such Loan by the
issuance and delivery of the Note to the Bank in the aggregate
principal amount of the Loan; and
~
WHEREAS, the Note shall be issued pursuant to the terms and
provisions of the Note Resolution and this Agreement; and
WHEREAS, the execution and delivery of this Agreement have
been duly authorized by the Note Resolution.
NOW, THEREFORE, the parties hereto, intending to be legally
bound' hereby and in consideration' of the mutual covenants
hereinafter contained, DO HEREBY AGREE as follows:
ARTICLE I
DEFINITION OF TERMS
Section 1.01 Defini tions. The words and terms used in
this Agreement shall have the meanings as set forth in the Note
Resolution an~ in the recitals above, unless otherwise defined
herein. Unless the context shall otherwise require, the
fOllowing words and terms as used in this Agreement shall have
the fOllowing meanings:
"Adjusted Interest Rate" shall mean a rate equal to 9.46\
per annum.
"Advances" shall mean a borrowing of money under the Note
and pursuant to the terms of Section 5.06 hereof.
"Agreement" shall mean this Loan Agreement, dated as of
March 20, 1995, by and between the Issuer and the Bank and any
and all modifications, alterations, amendments and supplements
hereto made in accordance with the provisions hereof.
"Determination of Loss of Qualified Tax Exempt Obligation
Status" shall mean a determination that the interest on
indebtedness of the Bank or Noteholder which would otherwise be
allowable as a deduction to the Bank or the Noteholder for
federal income tax purposes during any period but which is not
deductible due to the Bank' s_,_or..Noteholder' s ownership of the
Note is more than 20\, whether as a result of a change in the
Code or because the Note is determined not to be or ceases to be
qualified as a "qualified tax-exempt obligation" under Section
265(b)(3)(B) of the Code.
"Determination of Taxability" shall mean (a) the receipt by
the Bank or a Noteholder of a written claim or assertion from
the Internal Revenue Service, including an agent. s report or
notice of proposed adjustment to the effect that interest on the
Note is includable in the gross income of the holder of the Note
for federal income tax purposes under the Internal Revenue Code
of 1986, as amended (the "Code") and the Bank or such
Noteholder, in its discretion, has determined not to challenge
such written claim or assertion or, if any challenge has been
. pursued, the Bank or such Noteholder, in its discretion, has
determined not to pursue further any challenge of such written
claim or assertion or the Bank or such Noteholder has been
unsuccessful in challenging the claim or assertion, or (b) the
delivery to the Issuer and the Noteholder of a written opinion
of nationally recognized bond counsel, to the effect' (i) that
such interest is included in the gross income of the Noteholder
for federal income tax purposes under the Code or (ii)' such
counsel cannot render an opinion, without materially qualifying
the same (which qualification must also be deemed material in
the reasonable opinion of the Noteholder and its counsel after
consultation with the Issuer), to the effect that interest on
the Note is excludable from the gross income of the Note~older
for Federal income! tax purposes or (c) interest on the Note is
otheJ;'wise declared or determined to be included in the gross
income of the Noteholder for federal income tax purposes under
the Code by reason of legislation, jUdgment of a court of
competent jurisdiction or a final ruling or regulation of the
Internal Revenue Service. .
"tvent of Default" shall mean an event of default specified
in Articl~ VI of this Agreement.
"Interest Rate" shall mean a rate equal to 6.15\ per annum.
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..
"Loan" shall mean the outstanding principal amount of the
Note issued hereunder.
"Loan Documents" shall mean this Agreement, the Note, the
Note Resolution, and all other documents, agreements,
certificates, schedules, notes, statements, and oplnlons,
however described, referenced herein or executed or delivered
pursuant hereto or in connection wi th or arising with the Loan
or the transaction contemplated by this Agreement.
"Maturity Date" shall mean the date upon which principal of
and unpaid accrued interest on the Note shall be due and
payable, said Maturity Date to be April I, 2005.
"NonqualifiedDebt-lnt'erest Rate" shall mean a rate equal
to 7.95% per annum.
"Noteholder" shall mean the Bank as the holder of the Note,
or any other registered holder of the Note.
Section 1.02 Interpretation. Unless the context clearly
requires otherwise, words of masculine gender shall be construed
to include correlative words of the feminine and neuter genders
and vice versa, and wo~ds of the singular number shall be
construed to include correlative words of the plural number and
vice versa.
This Agreement and all the terms and provisions hereof
shall be construed to effectuate the purposes set forth herein
and to sustain the validity hereof. '
~
Section 1.03 Titles and Headin9s. The titles and
headings of the articles and sections of this Agreement have
been inserted for convenience of reference only and are not to
be considered a part hereof, shall not in any way modify or
restrict any of the terms and provisions hereof, and shall not
be considered or given any effect in construing this Agreement
or any provision hereof or in ascertaining intent, if any
question of intent should arise.
ARTICLE II
REPRESENTATIONS OF ISSUER
Subject to the Note ReSOlution, the Issuer represents and
warrants to the Bank that:
Section 2.01 Powers of Issuer. The Issuer is a municipal
corporation duly organized and validly existing under the laws
of the state of Florida. The Issuer has th~ power to borrow the
amount provided' for in this Agreement, to execute and deliver
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the Note and this Agreement, to secure the Note in the manner
contemplated hereby and by the Note Resolution, and to perform
and observe all the terms and conditions of the Note and this
Agreement on its part to be performed and observed. The Issuer
is empowered to commence and prosecute the Project and all
consents and approvals necessary for the commencement and
prosecution of the Project have been or will be obtained and the
Issuer may lawfully issue the Note in order to finance the cost
of the Project and the interest thereon.
Section 2.02 Authorization of Loan. The Issuer has and
had, as the case may be, full legal right, power, and authority
to adopt the Note Resolution and to execute and deliver this
Agreement, to issue, sell, and deliver the Note to the Bank, and
to carry out and consummate all other transactions contemplated
by the Loan Documents, and the Issuer has complied with all
provisions of applicable law in all material matters relating to
such transactions. The Issuer, by the Note Resolution, has duly
authorized the borrowing of the amount provided for in this
Agreement, the execution and delivery of this' Agreement, and the
making and delivery of the Note to the Bank provided for in this
Agreement and to that end the Issuer warrants that it will take
all action and will do all things which it is authorized by law
to take and to do in order to fulfill all covenants on its part
to be performed and to provide for and to assure payment of the
Note. The Issuer has duly adopted the Note Resolution and
authorized the ~xecution, delivery, and performance of the Note
and the Loan Agreement and the taking of any and all other such
action as. may be requi red on the part of the Issuer to carry
out, give effect to and consummate the transactions contemplated
by the Loan Documents. The Note has been duly authorized,
executed, issued and delivered to the Bank and constitutes a
legal, valid and binding obligation of the Issuer enforceable in
accordance with its terms and the terms of the Note ReSOlution,
and is entitled to the benefits and security of the Note
Resolution and this Agreement. All approvals, consents, and
orders of and filings with any governmental authority or agency
which would constitute a condition precedent to the issuance of
the Note or the execution and delivery of or the performance by
the Issuer of its obligations under the Loan Documents have been
obtained or made and any consents, approvals, and orders to be
received or filings so made are in full force and effect.
Section 2.03 Agreements. The making and performing by
the Issuer of this Agreement will not violate any provision of
the Act, or any bond or note resolution of the Issuer, or any
regulation, order or decree of any court, and will not result in
a breach of any of the terms of any agreement or instrument to
which ',the Issuer is a party or by which the Issuer is bound.
The Loan Documents constitute legal, valid, and binding
obligations of the Issuer enforceable in accordance with their
respective terms.
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Section 2.04 Litigation. Etc. There are no actions or
proceedings pending against the Issuer or affecting the Issuer
which, either in any case or in the aggregate, might result in
any material adverse change in the financial condition of the
Issuer, or which questions the validity of this Agreement, the
Note, or any of the other Loan Documents or of any action taken
or to be taken in connection with the transactions contemplated
hereby or thereby. The Issuer is not in default in any material
respect under any agreement or other instrument to which it is a
party or by which it may be bound.
Section 2.05 yinancial Information.
information regarding the Issuer furnished to
Issuer in connection with obtaining the Loan
accurate. -,~.'
The financial
the Bank by the
is complete and
Section 2.06 P1edqe of Pledaed Funds. The Note shall be
secured by and the Issuer has in the Note Resolution granted to
the Noteholder a lien on and pledge of the Pledged Funds to pay
the principal of, premium, if any,. and interest on the Note, and
the Issuer hereby covenants that such proceeds. of the Pledged
Funds shall be sufficient to pay the principal and interest of
the Note as the same become due.
Section 2.07 Pledge of Note Payment Fund. The Note shall
be secured by and the Issuer has in the Note Resolution granted
to the Noteholder a lien on and pledge of all amounts held in
the Note Payment Fund. The Issuer hereby ratifies and affirms
that the Note is issued sUbject to any and all provisions of the
Note Resolution.
In the event the Note Payment Fund is established with the
-Bank, and in the event the Issuer shall fail to timely pay any
amounts due to the Bank hereunder or under the Note, the Issuer
hereby agrees that the Bank may apply any balance outstanding in
the Note Payment Fund toward payment of the I.ssuer' s obligations
under the Note and hereunder, and further may sell, assign, or
deliver or otherwise dispose of any other monies in the Note
Payment Fund in full or partial satisfaction of such unpaid
liability.
ARTICLE III
COVENANTS OF THE ISSUER
Section 3.01 Affirmative Covenants. SUbject to the Note
Resolution, the Issuer covenants, for so long as any of the
principal amount of or interest on the Note is outstanding and
unpaid Ot any duty or obligation of the Issuer hereunder or
under any of the other Loan Documents remains unpaid or
unperformed, as follows:
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a. Payment. The Issuer covenants that it shall duly and
punctually pay from the Note Payment Fund, the principal of the
Note and the interest thereon at the dates and place and in the
manner provided herein, in the Note Resolution and in the Note
according to the true intent and meaning thereof.
b. Use of Proceeds. The Issuer covenants that the
proceeds from the Note will be used only for Costs of the
'Project or to pay interest due under the Note.
c. Notice of Defaults. The Issuer shall immediately
notify the Bank in writing upon the happening, occurrence, or
existence of any Event of Default, and any event or condition
,which with the passage of time or giving of notice, or both,
would comffitute an Event of Default, and shall provide the Bank
with such written notice,' a detailed statement bya responsible
officer of the Issuer of all relevant facts and the action being
taken or proposed to be taken by the Issuer with respect ther~to.
d. Financial Reports. The Issuer will cause an audit to
be completed of its books and accounts and shall furnish to the
Bank audited year end financial statements of the Issuer
certified by an independent certified pUblic accountant to the
effect that such audit has been conducted in accordance with
generally accepted audi ting standards and stating whether such
financial statements present fairly in all material respects the
financisl position of the Issuer and the results of its
operations and cash flows for the periods covered by the audit
rnpo::-t, all in conformity with generally accepted accounting
plincip~es applied on a consistent basis. Such audited year end
financial statements shall be provided to the B~nk in no event
1~1:er than 180 days after the last day of the SUbject fiscal
year c.'nd, if earlier, within forty-five (45) days after such
audited year 'end financial statements are received by the
Issver. Additionally, the Issuer will provide the Bank with its
annual operating budget when accepted and approved by the City
Comn.iss:lon of the Issuer.
e. Maintenance of Existence. The Issuer, covenants that
it will take all reasonable legal action within its control in
order to maintain its existence until all amounts due and owing
from the Issuer to the Bank under the Loan Documents have been
paid in full.
f. Records. The Issuer agrees that any and all records
of the Issuer with respect to the Project and/or the Loan
Documents shall be open to inspection by the Bank or its
representatives at all reasonable times at the offices the
Issuer. Without limiting the generality of the foregoing, the
Issuer agrees to furnish the Bank with any information
reasonably requested by the Bank relating to, the amounts on
deposit in the ~ote Payment Fund.
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Section 3.02 Neaative Covenants. The Issuer covenants,
for so long as any of the principal amount of or interest on the
Note is outstanding and unpaid or any obligations of the Issuer
under any of the Loan Documents remain unpaid or unperformed,
that:
(a) The Issuer shall not alter, amend or repeal the Note
Resolution, or take any action impairing the authority thereby
or hereby given with respect to the issuance and payment of the
Note, without prior written approval of the Noteholder.
(b) The Issuer shall not at any time grant any pledge of
or lien on amounts in the Note Payment Fund other than the
pledge of and lien thereon in favor of the Note, and other than
with res.p~ct to any Junior Debt. '
(c) The . Issuer shall not further pledge or encumber the
Pledged Funds except with respect to any Junior Debt.
Section 3.03
Tax Covenants.,
(a) In order to maintain the exclusion from gross income
for purposes of federal income taxation of interest on the Note,
the Issuer shall comply with each requirement of the Code
applicable to the Note. In furtherance of ,the covenant
contained in the preceding sentence, the Issuer agrees to
continually comply with the provisions of the Certificate as to
Arbitrage and Other Tax Matters to be executed by the Issuer, at
the time the Note.is issued, as such certificate may be amended
from time,to time (herein referred to as the "Tax Certificate").
. (b) 'l'ht.' Issuer shall make any and all payments required to
be made t~ the United States Department of the Treasury in
connection "ith the Note pursuant to Section 148(f) of the Code.
(c) Th3 I~suer shall not take or permit any action or fail
to take any action which would cause the Note to be an
"arbi trage bond" wi. thin the meaning of Section 148 (a) of the
Code.
(d) Notwithstanding any other provision of the Note
Resolution or this Agreement to the contrary, so long as
necessary in order to maintain the exclusion from gross income
of interest on the Note for federa'l income tax purposes, the
covenants contained in this Section shall survive the payment of
the Note and the interest thereon, including any payment or
defeasance thereof.
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ARTICLE IV
CONDITIONS OF LENDING
The obligations of the Bank to lend hereunder are subject
to the following conditions precedent:
Section 4.01 ReDresentations and Warranties. The
representations and warranties set forth in the Loan Documents
'are true and correct to the best of the Issuer' s knowledge on
and as of the date hereof and on and as of the date of each
Advance under the Note.
Section 4.02 No Default. On the date hereof and on and
as of the date -of each Advance under the Note, the ISsuer shall
be in compliance with all the terms and ptovisions se~ forth in
the Loan Documents on its part to be observed or performed, and
no Event of Default nor any event that, upon notice or lapse of
time or both, would constitute such an Event of Default, shall
have occurred and be continuing at such time. .
Section 4.03 Delivery of Loan Documents. All Loan
Documents in form and substance acceptable to the Bank shall
have been executed and delivered to the Bank.
Section 4.04 Supporting Documents. On or prior to the
date hereof, the Bank shall have received the following
supporting documents, all of which shall be satiSfactory in form
and substance to tl~ ~ank:
(a) The opinion of the attorney for the Issuer regarding
the due authori~c tion, execution, deli very, validity and
enforceability of lids Agreement, the Note and the due adoption
of the Note Resolution (enforceability may be subject to
:standard bankruptcy ~xceptions and the like).
(b) The oplnlon of Moyle, Flanigan, Katz, FitzGerald
Sheehan, P.A., regarding, or to the effect that, (i) the due
authorizatjon, execution, delivery, validity, and enforceability
of the Agreement and the Note and the due adoption of the Note
Resolution (enforceability of' such instruments may be subject to
standard bankruptcy exceptions and the like), (ii) the exclusion
of interest on the Note from gross income for federal income tax
purposes and designation of the Note as a "qualified tax-exempt
obligation," (iii) that the' Note is not a specified "private
activity bond" within the meaning of Section 57(a) (5) of the
Code, (iv) interest on the Note is exempt from 'all present
intangible personal property taxes imposed by the State of
Florida and (v) the Issuer may lawfully levy and collect the
Pledged Funds and apply the proceeds thereof to the payment of
the Note.'
(c) A certified copy of the Note Resolution;
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(d) A fully executed Tax Certificate dated as of the dated
the Loan is made; and
(e) Such additional supporting documents as the Bank may
reasonably request.
ARTICLE V
THE LOAN; ISSUER' S OBLIGATION; DESCRIPTION AND,
PAYMENT TERMS; OPTIONAL PREPAYMENT; ADVANCES
Section 5.01 The Loan. The Bank hereby agrees to loan to
the Issuer the amount of up to $6,000,000.00 to provide funds to
finance certain of the Costs of the Project upon the terms and
conditions set forth in the Note Resolution and in this
Agreement. The Issuer agrees to borrow and agrees to repay the
amount of up to $6,000,000.00 upon the terms and conditions set
forth in this Agreement.
Section 5.02 Note Not to be Indebtedness of the Issuer or
State. The Note, when delivered by the Issuer pursuant to the
terms of this Agreement, . shall not be or constitute a general
Obligation or indebtedness of the Issuer, or the State of
Florida, or any poli tical subdivision of the State of Florida,
wi thin the meaning of any Constitutional, statutory or other
limitation of indebtedness, but shall be special Obligation
payable solely as herein t?rcvided. No Noteholder shall ever
have the right to compel the ,~xercise of the ad valorem taxing
power of the Issuer to pl!}' the Note or the interest thereon.
None of the Loan documents ~reate a lien upon any facilities of
the Issuer. Any agreem~nts or representations herein 'or
contained in any Loan Docume~t d~ not and shall never constitute
or give rise to any personaJ or pecuniary liability or charge
against the general credit of the Issuer, and in the event of a
breach of any agreement, covenant, or representation, no
personal or pecuniary liability or charge payable directly or
indirectly from the general revenues of the Issuer shall arise
therefrom.
Section 5.03
Description and Payment Terms of the Note.
(a) To evidence the Loan, the Issuer shall issue and
deliver to the Bank the Note in the form attached to the Note
Resolution.
(b) The Note shall be dated the date of its issuance and
bear interest on the principal amount outstanding from time to
time from its date at the rate or rates set forth below. The
Note shall be executed in the name of the Issuer by the
signature of the Mayor and Clerk of the Issuer and the Issuer's
seal ~hall be ~ffixed thereto.
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(c) Except as provided in Section 5.05 of this Article V,
the Note shall bear interest at the Interest Rate, calculated on
the basis of a 360 day year for the actual number of days
elapsed. During the period from and including March 20, 1995 to
and including March 1, 1998, interest only shall' be payable
monthly in arrears on the first day of each month, beginning
May 1, 1995. Beginning April 1, 1998 the Note will be repaid in
eighty-three (83) equ~l installments of principal and interest,
based upon a twenty (20) year amortization, with the first
payment being due April 1, 1998 and subsequent payments being
due on the first d~y of each month thereafter to and including
February 1, 2005, and a final payment of the entire unpaid
principal balance, together with all accrued and unpaid interest
th.ereon shall be due and payable in full on March 1, 2005, all
as more particularly set forth in the Note. ,.
(d) All payments of principal of and interest on the Note
shall be payable in any coin or currency of the United States of
~erica which, at the time of payment, is legal tender for the
payment of public and private debts. Principal of and interest
on the Note shall be paid to the Noteholder by check mailed to
the Noteholder or by bank wire or bank transfer as the Bank may
specify in writing to the Issuer or otherwise as the Issuer and
the Bank may agree.
Section 5.04 O~t ional Pre~ayment. The Issuer may prepay
the Note as a whole, or in part, at any time or from time to
time, without penalty or premium ex~ept' as hereinafter provided,
by paying to the Not;eholder all or pa.~t of the principal amount
of the Note to be prepaid, together wi ';h the unpaid interest
accrued on the amount of principc.\.l l~C prepaid to the date of
such prepayment. -Each such prepayment (If the Note shall be made
on such date and in such principal amou~t as shall be specified
by the Issuer in a written notice ,'elivered to the Noteholder
not less than ten (10) days prior tlerato. Notice having been
given as aforesaid, the principal am~unt of the Note stated in
such notice or the whole thereof, as the case may be, shall
become due and payable on the prepa)-m~i1t date stated in such
notice, together with any applicable premium and interest
accrued and unpaid to the prepayment date on the principal
amount then being paid. If on the prepayment date moneys for
the payment of the principal amount to be prepaid on such Note,
together with any applicable premium and interest to the
prepayment date on such principal amount, shall have been paid
to the Noteholder as above provided and if notice of prepayment
shall have been given to the Noteholder as above provided, then
from and after the prepayment date interest on such principal
amount of the Note shall cease to accrue. If said moneys shall
not have been so paid on the prepayment date, such principal
amount of the Note shall continue to bear interest until payment
thereof at the rate or rates provided for in this Agreement.
Prepayments of principal, (i) to the extent prepayments of
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principal in any fiscal year of the Issuer exceed the excess of
the Issuer t s revenues over the Issuer t s expenditures for the
Issuer's general fund and park improvements fund for the
previous fiscal year of the Issuer or (ii) if there was a
deficiency of revenues over expenditures for the Issuer's
general fund and park improvements fund for the previous fiscal
year of the Issuer, shall bear a premium, express as a
percentage of the principal being prepaid, calculated in
accordance with the fOllowing table, such premium to be paid
together with the amount being prepaid.
Prepayment
Date
Premium
March 20,,1995 through March 1, 1998
March 2, 1998 through March 1, 2001
March 2, 2001 Bnd thereafter
2\
1\
0\
Section 5.05
Adjustments to Interest Rate. .
(a) If, notwithstanding the covenants of the Issuer
herein contained, there should occur a Determination of Loss of
Qualified Tax-Exempt Obligation Status, the rate of interest on
the Note shall be adjusted to the Nonqualified Debt Interest
Rate as of and from the date such determination would be
applicable with respect to the Note (the "Nonqualified Debt
Accrual Date"); ~nd
i) the Issuer shall irnmt'diatel}' pay to any
Noteholder or former Noteholder of the Note, as may be
appropriately allocated between the ~ot~holder and such
former holders, an amount equal to the sum of (1) the
difference between (x) the total intere~ t t:hat would have
accrued on the Note at the Nonqualified Debt Interest Rate
from the Nonqualified Debt Accrual Datu to the date of
Determination of Loss of Qualified Tax-Sx~mpt Obligation
Status, and (y) the actual interest paid by the Issuer on
the Note from the Nonqualified Debt Accrual Date to the
date of Determination of Loss of Qualified Tax-Exempt
Obligation Status, and (2) any loss, cost, charge or
expense suffered by such Noteholder and/or former holders
arising out of the Determination of Loss of Qualified
Tax-Exempt Obligation Status including without limitation
amounts of interest and penalties required to be paid as a
result of any additional state and federal income taxes by
such Noteholder and former holders arising as a result of
such Determination of Loss of Qualified Tax-Exempt
Obligation Status; and
ii) from and after the Determination of Loss of
Qualified Tax-Exempt Obligation Status, the Note shall
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continue to bear interest at the Nonqualified Debt Interest
Rate for the period such determination continues to be
applicable with respect to the Note.
(b) If, notwithstanding the covenants of the Issuer
herein contained, there should occur a Determination of
Taxability, the rate of interest on the Note shall be adjusted
to the Adjusted Interest Rate as of and from the date such
determination would be applicable with respect to the Note (the
"Taxability Accrual Date"); and
i) the Issuer shall immediately pay to any
Noteholder or. former Noteholder of the Note, as may be
appropriately allocated between the Noteholder and such
former holders, an amount equal to the sum of (1) the
difference between (x) the total interest that would have
accrued on the Note at the Adjusted Interest Rate from the
Taxabi Ii ty Accrual Date to the date of Determination of
Taxability, and (y) the actual interest paid by the Issuer
on the Note from the Taxability Accrual Date to the date of
- Determination of Taxability, but then only to the extent
the holder includes (through restatement, agreement or
otherwise) such actual interest in such holder's gross
income for federal income tax purposes, and (2) any loss,
cost, charge or expense suffered by such Noteholder and/or
former holders arising out of the Determination of
Taxability including without limitation amounts of interest
and penalties required to be paid as a res~lt of any
addi tional state and federal income. taxe 3 by :ouch
Noteholder and former holders arising as a resul t o,~ such
Determination of Taxability; and
ii) from and after the Determlnation of
Taxability, the Note shall continue to bear interest ae the
Adjusted Interest Rate for. the period such det :!rm~.nation
continues to be applicable with respect to the Note.
Section 5.06. Requisitions
Conditions.
for
Advances:
and- Other
(a) The Issuer may borrow ,from time to time up to the
$6,000,000 represented by the Note by requesting Advances
thereunder, provided that amounts borrowed under the Note may be
repaid but may not be reborrowed, and provided further that no
Advance may be requested after March 1, 1998. No Advance shall
be in an amount less than $10,000.
(b) Each request for an Advance under the Note, except for
the Advance made on the date hereof, must be made by the Issuer
to the Bank by delivery to the Bank of the items described in
subsection (c) of this Section 5.06. The Bank and the Issuer
agree that the ~ank shall advance to the Issuer' as of this date
the sum of $2,010,385.00. Of such amount, $2,000,000 shall be
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deposited in account #87590220 of the Issuer established at the
Bank and $10,385.00 shall be paid by the Bank to its counsel.
(c) In connection with an Advance, the aank shall not be
obligated to advance any funds pursuant to the Note and this
Agreement unless at the date specified for the making thereof,
the Issuer delivers to the Bank:
(i) A written request for an Advance, executed by the
Mayor, City Manager or Finance Director of the Issuer,
indicating the amount of the Advance requested and the date on
which such Advance is to be made; such written request must be
delivered to the Bank at least five (5) business days prior to
the date specified in the request for such Advance to be made;
and
(ii) A certificate of the City Manager or Finance
Director of the Issuer, dated as of the date of the Advance, to
the effect that the representations and warranties of the Issuer
contained in Article II of this Agreement are 'true and correct
as of such date; and
(iii) A certificate of the City Manager or Finance
Director of the Issuer, dated as of the Advance, setting forth
the aggregate amount that will be outstanding under the Note
immediately after the Advance so requested and stating that no
default has occurred in the payment of principal of or interest
on the Note.
ARTICLE VI
EVENTS OF DEFAULT
Section 6.01 General. An "Event of Default" shall be
deemed to have occurred under this Agreement if: '
<a> The Issuer shall default in any p,ayment of the
principal of, premium, if any, or the interest on the Loan when
and as the same shall become due and payable, whether by
maturity, by acceleration at the discretion of the Bank 8S
provided for in Section ~.02, or otherwise; or
(b) the Issuer shall default in the performance of or
compliance with any term or covenant contained in the Loan
Documents, other than a term or covenant a default in the
performance of which or noncompliance with which is elsewhere
specif'ically dealt with, which default or non-compliance shall
continue and not be cured within thirty (30) days after (i)
notice thereof to the Issuer by the Bank; or (ii) the Bank is
notified of such noncompliance or should, have been so notified
pursuant to the provisions of Section 3.01(c) of Article III of
this Agreement, whichever is earlier; or
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(c) any representation or warranty made in writing by or'
on behalf of the Issuer or in any Loan Document shall prove to
have been false or incorrect in any material respect on the date
made or reaffirmed; or
(d) The Issuer or the Florida legislature repeals any
resolution, law or ordinance that allows for the imposition and
levying of the Pledged Funds; or
(e) The Issuer admits in writing its inability to pay its
debts generally as they become due or files a petition in
bankruptcy or makes an assignment for the benefit of its
creditors or consents to the appointment of a receiver or
trustee for itself; or
(f) The Issuer is adjudged insolvent by a court of
competent jurisdiction, or it is adjudged a bankrupt on a
petition in bankruptcy filed by or against the Issuer, or an
order, judgment or decree is entered by any court of competent
jurisdiction appointing, without ,the consent of the Issuer, a
receiver or trustee of the Issuer or of the whole or any part of
its property, and if the aforesaid adjUdications, orders,
judgments or decrees shall not be vacated or set aside or stayed
within ninety (90) days from the date of entry thereof; or
(g) The Issuer shall file a petition or answer seeking
reorganization or any arrangement under the federal bankruptcy
laws or any other appli~able law or statute of the United States
of America or the State of Florida; or
(h) Under the provisions of any other law for the relief
or aid of debtors, any court of competent jurisdiction shall
assume custody or control of the Issuer or the whole or any
substantial part of its property, and such custody or control
shall not be terminated within ninety (90) days from the date of
assumption of such custody or control; or
(i) The Issuer shall default in the due and punctual
payment or performance of covenants under any obligation backed
by the full faith and credit of the Issuer.
Section 6.02
Effect of Event of Default.
(a) General. Upon the occurrence of , any Event of Default,
subject to the provisions of the Note ReSOlution, the Bank shall
have and may exercise any or all of the rights set forth herein
(whiCh rights are in, addi tion to ana not in lieu of any other
rights the Bank may have under applicable law) provided,
however, the Bank shall be under no duty or Obligation to do so.
(b) 'Acceleration: other Remedies. Immediately and without
notice, upon the occurrence of any Event of Default, the Bank
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may declare all obligations of the Issuer under the Loan
Documents to be immediately due and payable without further
action of any kind and upon such declaration the Note and the
interest accrued thereon shall become immediately due and
payable and no further Advances shall be required to be made by
the Bank. Upon such declaration, the Bank may also seek
enforcement of and exercise all remedies available to it under
the Note Resolution, the Act and any other applicable law.
(c) Default Rate. Interest at the lesser of 12\ per annum
or the maximum lawful rate per annum shall be payable on the
entire principal balance owing hereunder and under the Note from
and after the occurrence of and during the continuance of any
Event of Default, irrespective of a declaration of maturity,
after written notice to the Issuer of such default_
ARTICLE VII
MISCELLANEOUS
Section 7.01 ,No Waiver: Cumulative Remedies. No failure
or delay on the part of the Bank in exercising any right, power,
remedy hereunder, or und'er the Note or other Loan Documents
shall operate as a waiver of the Bank's rights, powers and
remedies hereunder, nor shall any single or partial exercise of
any such right, power or remedy preclude any other or further
exercise thereof, or the exercise of any other right, power or
remedy hereunder or thereunder. The remedies herein and therein
provided are cumulative and not exclusive Of any remedies
provided by law or in equity.
Section 7.02 Amendments. Chances or Modifications to the
Acreement. This Agreement shall not be amended, changed or
modified without the prior written consent of (i) the Bank
(provided the Bank is a holder of a portion of the principal of
the Note) or the Noteholders of at least fifty-one percent (51\)
in aggregate principal amount of the Note and (ii) the Issuer.
The Issuer agrees to pay all of the Bank's costs and reasonable
attorneys' fees incurred in mOdifying and/or amending this
Agreement at the Issuer's request or behest.
Section 7.03 Costs and Expenses. The Issuer agrees to
pay all reasonable costs and expenses incurred by the Bank in
connection with the preparation, execution and delivery of this
Agreement, the Note and the Loan and any other documents that
may be prepared or delivered in connection with this Agreement,
including without limitation the reasonable fees and
out-of-pocket expenses of the Bank's attorney's with respect
therewith, such attorney's fees (but not expenses) to be in a
total amount nQt to exceed $10,000. The Issuer shall pay all
costs and expenses it incurs in connection with the preparation,
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execution and delivery of the Agreement, the Note and the Loan.
and any other documents that may be prepared or delivered in
connection with this Agreement.
Section 7.04 Counterparts. This Agreement may be
executed in any number of counterparts, each of which, when so
executed and' delivered, shall be an original; but such
counterparts shall together constitute but one and the same
Agreement, and, in making proof of this Agreement, it shall not
be necessary to produce or account for more than one such
counterpart.
Section 7.05 Severabi 1 i ty. If any clause, provi sion or
section of this Agreement shall be held illegal or invalid by
any court, the invalidi ty of such clause, provision or section
shall not affect any other provisions or sections hereof, and
this Agreement shall be construed and enforced to the end that
the transactions contemplated hereby be effected and the
obligations contemplated hereby be enforced, as if such illegal
or invalid clause, provision or section had not been contained
herein.
Section 7.06 Term of Agreement. Except as otherwise
specified in this Agreement, 'this Agreement and all
representations, warranties, covenants and agreements contained
herein or made in writing by the Issuer in connection herewith
shall be in full force and effect from the date hereof and shall
continue in effect until the later of (i) the Maturity Date, or
(ii) as long as the Note is outstanding.
Section 7.07 Notices. All notices, requests, demands and
other communications which are required or may be given under
this,Agreement shall be in writing and shall be deemed to have
been duly given when received if personally delivered; when
transmitted if transmitted by telecopy, electronic telephone
line facsimile transmission or other similar electronic or
digital transmission method (provided customary evidence of
receipt is obtained); the day after it is sent, if sent by
overnight common carrier service; and five days after it is
sent, if mailed, certified mail, return receipt requested,
postage prepaid. In each case notice shall be sent to:
If to the Issuer:
City Manager
City of Parkland
6500 Parkside Drive
Parkland, Florida 33067
NationsBank of Florida, N.A..
6499 North powerline Road
Suite 309
Ft. Lauderdale, Florida 33309
Attn: Kimberly Ratterree
If to the Bank:
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or to such other address as either party may have specified in
writing to the other using the procedures specified above in
this Article VII, Section 7.07.
Section 7.08 APplicable Law. This Agreement, and each of
the Loan Documents and transactions contemplated herein, shall
be construed pursuant to and governed by the substantive laws of
the State of Florida.
Section 7.09 Bindina Effect: Assic;mment. This Agreement
shall be binding upon and inure to the benefit of the successors
in interest and permitted assigns of the parties. The Issuer
shall have no rights to assign any of their rights or
obligations hereunder wi thout the prior written consent of the
Bank.
Section 7.10 Conflict. In the event any conflict arises
between the terms of this Agreement and the terms of any other
Loan Document, the Bank shall have the option of selecting which
conditions shall govern the loan relationship evidenced by this
Agreement and, if the Bank does not so indicat~, the terms of
this Agreement shall govern in all instances of such conflict.
Section 7.11 No Third Party Beneficiaries. It is the
intent and agreement of the parties hereto that this Agreement
is solely for the benefit of the parties pereto and no person
not a party hereto shall have any rights or privileges hereunder.
Section 7.12 Commitment Letter Su~erseded. The Bank and
the Issuer have executed that certain commitment letter dated
March 6, 1995. To the extent any provision of this Agreement,
the Note, or', the Note Resolution conflicts with a provision of
said commitment letter, the commitment letter shall be deemed to
have been superseded by such provisions of this Agreement, the
Note or the Note Resolution, ~s the case maybe.
Section 7.13 Attorneys Fees. To the extent legally
permissible, the Issuer and' the Bank agree that in any suit.,
action or proceeding brought in connection with this Agreement,
the Note, or the Note Resolution (including any appeal(s)), the
prevailing party shall be entitled to recover costs and
attorneys' fees from the other party.
Section 7.14 Entire Aareement. Except as otherwise
expressly provided, this Agreement and the other Loan Documents
embody the entire agreement and understanding between the
parties hereto and supersede a~l prior agreements and
understandings relating to the subject matter hereof.
Section 7.15 Further Assurances. The parties to this
Agreement will execute and deliver, or cause to 'be executed and
delivered, such additional or further documents, agreements or
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instruments and shall cooperate with one another in all respects
for the purpose of out the transactions contemplated by this
Agreement.
Section 7.16 Incorporation by Reference. All of the
terms and obligations of the Note Resolution are hereby
incorporated herein by reference as if said Note Resolution was .
fully set forth in this Agreement.
IN WITNESS WHEREOF, the parties have executed this
Agreement to be effective between them as of the Date of
Execution set forth below.
(SEAL)
CITY OF PARKLAND, FLORIDA
By: ~/
Title: Mayor
By: ,S'~"-,, C2.- f-1
Title: Clerk
Date of Execution:
March 20, 1995
NATIONSBANK OF.FLORIDA, N.A.
By: ~~2
Title: ~~v ~~ c::FFt&O-
Date of, Execution:
March 20, 1995
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7462M
5.
$6,000,000
CITY OF PARKLAND, FLORIDA
PROMISSORY NOTE
GENERAL CERTIFICATE OF THE ISSUER
We, the undersigned Mayor (the "Mayor") and City Clerk
("Clerk ~ )_of the City of Parkland, Florida (the "Issuer"), DO
HEREBY CERTIFY as follows:
1. We are the qualified and acting Mayor and City Clerk of
the Issuer.
2. The following is a correct listing of the names of the
members of the City Commission of the Issuer, and the dates of
expiration of their respective terms of office:
Expiration
Name and Position of Term
Sal Pa-<:;liara March, 1997
Mayor
Robert Ml'Iks March, 1997
Vic~'-Mayor
Bobbi Pt..gliese March, 1997
Karyl Partridge March, 1998
Ricky GOI1on March, 1998
3. All of the above members of the City Commission have duly
filed their oaths of office and such of them as are required by
law to file bonds or undertakings have duly filed such bonds or
undertakings in the amount and manner required by law.
4. Andrew Maurodis is the duly appointed Attorney for the
Issuer and accordingly is entitled to sign opinions and other
documents pertaining to the City Commission, the Issuer, and the
Issue~'s $6,000,000 Promissory Note (the "Bond"). The law firm of
Moyle, Flanigan, Katz, FitzGerald & Sheehan, P.A., is bond counsel
for the Issuer, and accordingly is entitled to sign opinions and
other documents as bond counsel.
5. The Mayor has signed the Bond by his manual signature,
and the manual signature appearing on the Bond and the manual
signature at the end of this certificate are each the true and
lawful signature of the Mayor.
6. The seal of the Issuer was impressed upon the Bond, and
attested by the manual signature of the Clerk. Such seal and
signature appearing on the Bond and the manual signature. of the
Clerk and the impression of the seal of the Issuer at the end of
this certificate constitute the true and lawful seal of the Issuer
and the signature of the Clerk, respectively.
7. The Bond, as executed and delivered, is in the
approved by the City Commission in Resolution No. 95-22
"Resolution").
form
(the
8. The Issuer has authorized by all necessary action the
adoption and due performance of the Resolution and the execution,
deli very and due performance of the Bond and Loan Agreement (as
defined in the Resolution) and, to the best of our knowledge, any
and all such other agreements and documents as may be required to
be executed, del i vered and received by the Issuer to carry out,
give effect to and consummate the transactions contemplated by the
Resolution.
9. No litigation is pending or, to our knowledge,
ttir,eatened, in or before any agency, court or tribunal, state or
federal (i) t~ re~train or enjoin the issuance, delivery or
validity of the l'lond llr (ii) in any way contesting or affecting
the validity of the Bond, the Loan Agreement or the Resolution or
the applicati')It of the proceeds of the Bond, or the levy or
collection orii~tribution of the Franchise Fees or Half-cent
Sales Tax and a~'y c.,ther amounts pledged to repayment of the Bond,
or the pledg€' thereof as security for the Bond, or
(iii) contesting the power of the Issuer or any authority for the
issuance of the Bor,d' or the adoption of the Resolution. or the
approval, execution, validity, or enforceability of any agreements
with respect ther~to,or '(iv) contesting the tax-exempt status of
interest on the Bond.
10. No litigation is. pending or, to our knowledge,
threatened, (i) against the Issuer or involving any of the
property, assets or operations under the control of the Issuer
which involves the possibility that a judgment or liability, not
fully covered by insurance or adequate established reserves, may
be entered or imposed against the Issuer or which may result in
any material adverse change in the business, properties, assets or
in the condition, financial or otherwise, of the Issuer, and (ii)
which would reasonably be anticipated to have a material and
adverse effect upon the security provided for the Bond pursuant to
the Resolution.
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7462M
11. No litigation is pending or, to our knowledge, threatened
to contest the creation, organization, existence or corporate
powers of the Issuer, or of the City Commission, or the title to
office of its present members, or the members at anytime material
to the issuance of the Bond, or of any other officer of the Issuer.
12. The execution, deli very, receipt and due performance ,of
the Bond and the other agreements contemplated by the Resolution,'
under the circumstances contemplated thereby and the Issuer's
compliance with the provisions thereof (i) to the best of our
knowledge will not conflict with or constitute on the Issuer's
part a breach of or a default under any existing constitutional
provision, law, court or administrative regulation, decree or
order or (ii) will not conflict with or constitute on the Issuer's
part a breach of or a default under, any agreement, indenture,
bond, note, lease or other inst rument to., which the Issuer is
subject or by which the Issuer is or may be bound, and to the best
of our knowledge no event has occurred and is continuing which
with the passage of time or the giving of notice, or both, would
constitute a default or event of default under any such
instrument, nor will such execution, delivery, adoption, or
compliance result in the creation or imposition of any lien,
charge or othersecuri ty interest or encumbrance of any nature
whatsoever upon any of the property or assets of the Issuer except
as provided by the Bond and the Resolution.
13. The undersigned have not, and to the best of their
knowledge no members, o~ the City Commission have, whi Ie meeting
together with any other m,~mber or members of the City Commission
other than at public meetingu of the City Commission, reached any
conclusion as to the a:tilmstaken by the City Commission with
respect to the Bond, th~ Eecurity therefor, or the application of
the proceeds therefrom, tlr any other material matters with respect
to the Bond.
14. The undersigned do not, and to the best of their
knowledge and belief no o'embt;!r of the City Commission does, have
or hold any employment ~r contractual relationship with any
business entity which is purchasing the Bond from the Issuer
except as fully and fairly disclosed in compliance with the
provisions of Section 112.3143, Florida Statutes.
15. The Issuer has not been in default at any time after
December 31, 1975 as to principal or interest with respect to any
obligations issued or guaranteed by the Issuer or a predecessor of
the Issuer.
16. All financial information provided by the Issuer to
NationsBank of Florida, N.A. was and is accurate and complete.
The Issuer has the requisite power and authority to adopt the
Resolution, issue the Bond and pledge and assign the Pledged Funds
to the payment of the Bond. The Issuer has now and expects that
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7462M
it will have in the future sufficient lawfully and contractually
available non-ad valorem revenues to pay debt service on the Bond
in the event the Issuer does not collect the amount of Franchise
Fees and Half-cent Sales Tax required under the Resolution. The
ordinance relating to the levy and collection of the Franchise
Fees has been duly enacted by the Issuer, remains in full force
and effect and is a legal, valid and binding ordinance of the
Issuer. There is no pledge of the Franchise Fees or Half-cent
Sales Tax except with respect to the Bond.
17. The Issuer hereby certifies that the interest rate on the
Bond does not exceed the maximum rate permitted pursuant to
Section 215.84, Florida Statutes.
IN WITNESS WHEREOF, we have hereunto set our hands and the
official seal of the Issuer, and have indicated our respective
official titles, all as of the 20th day of March, 1995.
Si:~~
Sal agliara
Official Title
Mayor
"- CS"'~J-ca.-- ~'~ c-~
Susan Armstrong, C.M;CJ
City Clerk
(Official Seal)
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7462M
$6,000,000.00
CITY OF PARKLAND, FLORIDA
PROMISSORY NOTE
~MEN BY~E PRESENTS that City of Parkland, Florida
(the Issuer"), a ~ ~cipal corporation created and existing
pursuant to the Constitution and the laws of the State of Florida,
for value received, romises to pay from the sources hereinafter
provided, to 0 r f NationsBank of Florida, N.A. or
registered hereina r, the "Owner"), the principal sum
of $6,00 00.00, such 1 sser amount as may be advanced
hereunder pu uant to the Loan Agreement (hereinafter defined),
together with 1 erest on the principal balance outstanding at the
rate per annum of 6.1 based upon a year of 360 days for the
actual number of da s elap he "Prime Rate") i such rate of
interest being subje t to further .ustment as described below.
principal of, pr mium, if any, and interest on this Note are
payable in lawful mon of the United States of America at such
place as the Owner may esignate to th2Sesuer in writing, in the
following manner:
During the period fro 1ncluding arch 20, 1995 to and
including March 1, 1998, int est only shall be payable monthly in
arrears on the first day of ach month, beginning May 1, 1995.
Beginning April 1, 1998 this N te will be repaid in eighty-three
(83) equal installments of prin ipal . rest, based upon a
twenty (20) year amortization, w first payment being due
April 1, 1998 and eighty-two (82) subsequent nts being due on
the first day of each month thereafteI? and inc uding February
1, 2005, with a final payment of the entire paid principal
balance, together with all accrued and unp interest thereon,
being due and payable in full on March 1 5.
Upon the occurrence of a Dete ability
(hereinafter defined), the interest rat sn: 11 be
adjusted to a rate equal to 9.46\ per annum he "Ad usted
Interest Rate") calculated on the basis of a 360-day year and the
actual number of days elapsed, as of and om the date such
determination would be applicable with respect to this Note (the
"Accrual Date") and (i) the Issuer shall immediatel the
Owner, or any former Owner, as may be appropri allocat, an
amount equal to the sum of (1) the difference between A) the
total interest that would have accrued on this N at
Adjusted, Interest Rate from the Accrual Date to th d 0 the
-Determination of Taxability, and (B) the actual. est paid by
the Issuer on this Note from the Accrual Date to the date of
Determination of Taxability" but then only to the extent such
Owner or Owners include (through restatement, agreement or
otherwise) such actual interest in such Owner's or Owners' gross
income for federal income tax purposes, and (2) any loss, cost,
charge or expense suffered by such Owner and/or former Owner
arising out of the Determination of Taxability, including without
limitation amounts of interest and penalties required to be paid
as a result of any additional state and federal income taxes by
such Owner and former Owner arising as a result of such
Determination of Taxability; and (ii) from and after the
Determination of Taxability, this Note shall continue to bear
interest at the Adjusted Interest Rate for the period such
determination continues to be applicable with respect to this
Note; all as more particularly provided in the Loan Agreement.
"Determination of Taxability" shall mean (a) the Owner
receives a written claim or assertion from the Internal Revenue
Service, ,including an agent's report or notice of proposed
adjustment to the effect that interest on this Note is includable
in the gross income of the Owner for federal income tax purposes
under the Internal Revenue Code of 1986, as amended (the "Code"),
and such Owner, in its discretion, has determined not to challenge
such written claim or assertion or, if any challenge has been
pursued, such Owner, in its discretion, has determined not to
pursue further any challenge of such written claim or assertion or
such Owner has been unsuccessful in challenging the claim or
assertion, or (b) the delivery to the Issuer and the Owner of a
written opinion of nationally recognized bond counsel, to the
effect (i) that such interest is included in the gross income of
the Owner for federal income tax purposes under the Code or
(ii) such counsel cannot render an opinion, without materially
qualifying the same (which qualification must also be deemed
material in the reasonable opinion of the Owner and its counsel
after consultation with the Issuer), to the effect that interest
on this Note is excludable from the gross income of the Owner for
federal income tax purposes or (c) interest on this Note is
otherwise declared or determined to be included in the gross
income of the Owner for federal income tax purposes under the Code
by reason of legislation, judgment of a court of competent
jurisdiction or a final ruling or regulation of the Internal
Revenue Service.
Upon the occurrence of a Determination of Loss of Qualified
Tax-Exempt Obligation Status (hereinafter defined) the interest
rate on this Note shall be adjusted to the Nonqualified Debt
Interest Rate (hereinafter defined) as of and from the date such
determination would be applicable with respect to this Note (the
"Nonqualified Debt Accrual Date") and (i) the Issuer shall
immediately pay to the Owner, or any former Owner, as may be
appropriately allocated, an amount equal to the sum of (1) the
,difference between (A) the total interest that would have accrued
on this Note at the Nonqualified Debt Interest Rate from the
Nonqualified Debt Accrual Date to the date of the Determination of
-2-
Loss of Qualified Tax-Exempt Obligation status and (B) the actual
interest paid by the Issuer on this Note from the Nonqualified
Debt Accrual Date to the date of the Determination of Loss of
Qualified Tax-Exempt Obligation status and (2) any loss, cost,
charge or expense suffered by such Owner and/or former Owner
arising out of the Determination of Loss of Qualified Tax-Exempt
Obligation Status, including without limitation amounts of
interest and penalties required to be paid as a result of any
additional state and federal income taxes by such Owner and former
owner and arising as a result of such Determination of Loss of
Qualified Tax-Exempt Obligation Status; and (ii) from and after
the Determination of Loss of Qualified Tax-Exempt Obligation
Status, this Note shall continue to bear interest at the
Nonqualified Debt Interest Rate for the period such determination
continues to be applicable with respect to this Note; all as more
particularly provided in the Loan Agreement.
"Nonqualified Debt Interest Rate" shall mean a rate equal to
7.95% per annum.
"Determination of Loss of Qualified Tax-Exempt Obligation
Status" shall mean a determination that the interest on
indebtedness of the Owner which would otherwise be allowable as a
deduction to the Owner for federal income tax purposes during any
periOd which is not deductible due to the Owner's ownership of
this Note is more than 20%, whether as a result of a change in the
Code, or because this Note is determined not to be or ceases to be
qualified as a "qualified tax-exempt obligation" under Section
265(b)(3)(B) of the Code.
The principal of and interest on this Note may be prepaid at
the option of the Issuer in whole or in part at any time, and from
any funds lawfully available for such purpose. All payments by
the Issuer pursuant to this Note shall apply first to accrued,
interest, then to other ch"8rges due the Owner, and the balance
thereof shall apply to the principal sum due. Notice of such
prepayment shall be given in writing by the Issuer to the Owner
not less than ten (10) days prior thereto, and the notice shall
specify the principal amount to be prepaid. The principal amount
stated in such notice or the. whole thereof, as the case may be,
together with any applicable premium, shall become due and payable
on the prepayment date stated in such notice, together with
interest accrued and unpaid to the prepayment date on the
principal amount then being paid, if on the prepayment date moneys
for the payment of the principal amount to be prepaid, together
with premium, if any, and interest to the prepayment date on such
principal amount, shall have been paid to the Owner as above
provided, then from and after the prepayment date interest on such
principal amount shall cease to accrue; if said moneys shall not
have been so paid on the prepayment date, such principal amount
shall continue to bear interest until payment thereof at the rate
or rates provided for in this Note. Except as hereinafter
-3-
provided there shall be no prepayment premium. Prepayments of
principal, (i) to the extent prepayments of principal in any
fiscal year of the Issuer exceed the excess of' the Issuer's
revenues over the Issuer's expenditures for the Issuer's general
fund and park improvements fund for the previous fiscal year of
the Issuer or (ii) if there was a deficiency of revenues over
expendi tures for the Issuer's general fund and park improvements
fund for the previous fiscal year of the I'ssuer, shall bear a
premium, expressed as a percentage of the principal being prepaid,
calculated in accordance with the following table:
Prepayment
Date
Premium
March 20, 1995 through March 1, 1998
March 2,,1998 through March 1, 2001
March 2, 2001 and thereafter
2%
1%
0%
In case of an Event of Default described in Section 6.01 of
the Loan Agreement, the Owner may declare the entire debt then
remaining unpaid hereunder immediately due and payable; and in any
such Event of Default and acceleration, the Issuer shall also be
obligated to pay (but only from the Pledged Funds (hereinafter
defined)) as part of the indebtedness evidenced by this Note, all
costs of collection and enforcement hereof, including such fees as
may be incurred on appeal or incurred in any proceeding under
bankruptcy laws as they now or hereafter exist, including
specifically but without limitation, claims, disputes, and
proceedings seeking adequate protection or relief from the
automatic stay.
Interest at the lesser of 12% per annum or the maximum lawful
rate per annum shall be payable on the entire principal balance
owing hereunder from and after the occurrence of and during the
continuation of an Event of Default described in the Loan
Agreement, irrespective of a declaration of maturity.
The Issuer to the extent permitted by law hereby waives
presentment, demand, protest and notice of dishonor.
THIS NOTE AND THE INTEREST HEREON DOES NOT AND SHALL NOT
CONSTITUTE A GENERAL INDEBTEDNESS OF THE ISSUER WITHIN THE MEANING
OF ANY CONSTITUTIONAL PROVISION OR STATUTORY LIMITATION BUT SHALL
BE PAYABLE SOLELY FROM THE MONEYS AND SOURCES PLEDGED THEREFOR.
NEITHER THE FAITH AND CREDIT NOR THE AD VALOREM TAXING POWER OF
THE ISSUER, THE STATE OF FLORIDA OR ANY POLITICAL SUBDIVISION
THEREOF IS PLEDGED TO THE PAYMENT OF THE PRINCIPAL OF, PREMIUM, IF
ANY, OR INTEREST ON THIS NOTE OR OTHER COSTS INCIDENTAL HERETO.
This Note is issued pursuant to Article VIII, Section 2 of the
Constitution of the State of Florida, Chapter 166, Florida
-4-
Charter of the Issuer and a Resolution duly adopted
on March 15, 1995, as from time to time ,amended and
ented herein referred to as the "Resolution"), and is
subjec to all the terms and conditions of the Resolution and of
an Agreement (as defined in the Resolution). All terms,
conditions and provisions of the Resolution and Loan Agreement,
includ' , limitation remedies in the Event of Default, as
defi 1 the Lo Agreement, are by this reference thereto
incorporated rein a a part of this Note. This Note represents
the entire autho' issue of obligations of the Issuer pursuant
to the Resolution. Terms used herein in capitalized form and not
otherwise defined herein shall have the meanings ascribed thereto
in the Res . a Loan Agreement, This Note is payable
soleI from and I secure by a pledge of the "Pledged Funds" as
descri d in the Re lution. Notwithstanding any other provision
of this te, the Is er is not and shall not be liable for the
payment of he principal of, premium, if any, and interest on this
Note or othe w' monetarily liable in connection herewith from
any property ther tha e Pledged Funds.
This Not or transferred by the Owner hereof
but only upon he registration books maintained by the Issuer and
in the manner pr Resolution.
It is hereby certified, ed and declared that all acts,
conditions and erequisite 'red to exist, happen and be
performed preceden and in th execution, delivery and the
issuance of this N e do exist, ve happened and have been
performed in due time form and man er as requi red by law, and
that the issuance of th Note is in full compliance with and does
not exceed or violate any constitutional or statutory limitation.
land, Florida has caused
the manual signature of
its Mayor and attested by the nature of its City Clerk,
and its seal to be impressed hereon, all his 20th day of March,
1995.
[SEAL] ,
CITY 0
~y.
~ay
Attest:
\. ~A_
City Clerk
~~~r
FOR VALUE RECEIVED,
transfers unto
(Form for Transfer)
-5-
Social Security No. ) the within Note of the City of
Parkland and all rights thereunder, and hereby irrevocably
constitutes and appoints attorney to transfer the
within Note on the books for registration thereof, with full power
of substitution in the premises.
Dated
NOTICE: The signature to this assign-
ment must correspond with the name as
it appears upon the face of the within
Note in every particular, without
alteration of enlargement or any
change whatever.
In the presence of:
7438M
-6-
8Mfn' a, ~UTH
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DNm.., CRAM&1t
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L'tNN .. MAWKlNa
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RONALD K. KOUNa
LAW OP'P'.CES
MOYLE, FLANIGAN, KATZ, FZTzGEJ1ALD Be S"A"'R'R!'R'A~, P.A.
.a. NORTH P'LAGLER DR'VE . ..." I"LOOR
"OST OP'P"CE aox ~aa.
WZST PALX JSJr.A.CB, JI'LOBmA CJCMOII
TEL&..HON& (407) ....7.00
rAC..M.1.C (407) .....7..
T~"..AU&& O~~IC&
~ONI: (eQ4) ..1-3.1.
"_M,La (eo.) ..,.,..
aTUMT O~"'CI
~c>>tl: (40') I..',..
"_M'La (407) I..'...
PAUl .EACH MltDINS O~P'ICI:'
'TELE,,"ONI: 14071 .1-....0
"_MILa (4071 .1...7.
PAUL A. ~KEIt
.TEYI:N A. MA"IAN.
UNDA It, M.cANN
.ION c. MO"lU;
0I0D"l H. OUVCIt
"""'I( &, ""......ONO
THOMAS A. .HE&HAN, m
MARTA". SUNla-MUItlA,S
WILTON &. WHITe
Of' COU"'&&.:
"WII.UAM.I. PA.,..&
THOMAS A. H.CKC"I
CADMITT'CO IN NCWYOItK ONL'I"I
March 16, 1995
Division of Bond Finance
State Board of Administration
P.o. Drawer 5318
Tallahassee, Florida 32314
RE: $6,000,000, CITY'OF PARKLAND, FLORIDA
PROMISSORY NOTE
CERTIFIED MAIL
RETURN RECEIPT REOUESTED
Ladies and Gentlemen:
This firm is serving as bond counsel for the above-referenced
bond issue. Thi~l notice is provided to .you in accordance with the
requirements of Section 218.38(1)(a), Florida Statutes, as
implemented by Rule 19A-l. 0041, Flo.-ida Admi."1istrati ve Code.
Notice is hereby given of the impending l~ale t\y City of Parkland,
Florida (the "Issuer") of the above-refe.':ent'ed Note (the "Bond")
in the maximum principal amount set forth above. The Issuer
expects to deliver the Bond on or about March 20, 1995.
Copies of Forms BF-2003 and BF-2p04-B will be forwarded to you
as soon as they are available.'
Sincerely,
MOYLE, FLANIGAN, KATZ,
/i~ & SHEEHAN,
Mar-k E. Raymond
P.A.
MER/ash
7464M
cc: Andrew S. Maurodis, Esq.
$6,000,000
CITY OF PARKLAND, FLORIDA
PROMSISSORY NOTE
RECEIPT FOR NOTE
NationsBank of Florida, N.A. (the "Bank") , DOES HEREBY
ACKNOWLEDGE receipt from Ci ty of Parkland, Florida of the City t S
Promissory Note, dated March 20, 1995, in the aggregate principal
amount of $6,000,000.
DATED the 20th day of March, 1995.
NATIONSBANK OF FLORIDA, N.A.
BY:~ --
Its Autho ized Representative
7465M
LAW OFFICES
MOYLE, FLANIGAN, KATZ, FITzGERALD Be S'RJI!'R'fI'AW, P.A.
~EIt ~ .ltETON
OftEOO",," O. COOK
Di'1n'L ., C""MEIt
",OHN It. EU....NKS. "'It,
E. COLE ,.ITZClEAALD. DI
",OHN ,.. ,.LAHICIolIoN
MVItA ClENOEL
LYNN CI. HA_INS
MAJn'IN V. KATZ
WlWAM ., KlNCI
IItONALO Ie. KOUNS
~AUL A. KJltASKEIt
STEVEN A. MAYANS
UNCIA It, McCANN
... NORTH FLAGLER DRIVE. .TH FLOOR
POST OFFICE .OX :a...
WEST p..u..x BBACB. FLORIDA BG4Oli!
TELE~HONE (407) ...-7.00
,.ACSIMILE (407) ...17..
TALLAHASSEE O""'CE
TEl..E_HE 18041 ..1-3828
I'ACSIM'1Z 18041881~788
STUART O,.,.ICE
TIEL&l'MONE 14071....1144
I'ACSIM'1Z (407) ....14..
.~ALM .EACH GARDENS O,.,.ICE
~ONEI4071..~
I'ACSIM'1Z 14071.....7.
"'ON C, MOYLE
",ON C, MOYLE. "'..,
",OOY H, OUVEIt
........K E. ""YMOND
THOMAS A. .HEEHAN. DI
MAltTA M, .UAltEZ-MUltIAS
WILTON ~ WHITE
0,. COUNSEL:
IItO.EItT E, DEZIEL
-THOMAS A, HICKEY
"WILLIAM oJ. ~AYNE
OONNA H. .TINSON
-ADMITTEO IN NEWYOltK ONLY
March 20, 1995
tEBTIFIED liAIL
RETURN RECEIPT REOUESTED
Division of Bond Finance
State Board of Administration
P.o. Drawer 5318
Tallahassee, Florida 32314
RE: $6,000,000, CITY OF PARKLAND
PROMISSORY NOTE
Ladies and Gentlemen:
Enclosed herewith please find
for the above-referenced financing.
prepared for this issue. If you
information in regard to this matter,
call.
Forms BF-2003 and BP -2004..B
No Official Stat9me,"1t was
would like any f~r~h3r
please do not h~f.:i tate to
Sincerely,
?lLJr
! I ~
&ar . Raymond
('-)
~/
7467M
7468M
Part I.
1.
2.
3.
5.
6.
Part II.
STATE OF FLORIDA
DIVISION OF BOND FINANCE
LOCAL BOND MONITORING SECTION
BOND INFORMATION FORM
Issuer Information
Name of Governmental Unit
City of Parkland. Florida
Mailing Address
6500 Parkside Drive
City Parkland
County
Broward
4.
Zip Code
33067
Type of Issuer:
County
City
Authority
Dependent Special District
Independent Special District
Other
x
Bond Issue Information
1.
Name of Issue
Promissory Note
2.
Amount Issued $6.000.000
3. Amount Authorized $ 6.000.000
4.
Dated Date. 3/20/95
Sale Date
3/20/95
5.
6.
Delivery Date
3/20/95
7.
Legal Authority for Issuance
Florida Statutes Chapter 166
Special Act
Other Fla. Const. Art. VIII. Sec. 2
8. Type of Issue
General Obligation
Special Assessment.
x
Revenue
Special Obligation
9. Specific Revenue(s) Pledged
(1)
(2)
(3)
(4)
Pr imary
Secondary
Tertiary
Other
Franchise Fees - Electric
Half-cent Sales Tax
10. Purpose(s) of the Issue
(1) Capital Improvements
(2)
(3)
(4)
(BF2003)
lOa. If purpose is refundin9, complete the followin9:
(1) For each issue refunded, list name of issue, dated date, ori9inal
par value of issue, and amount of par value refunded.
(a) NIA
(b)
(c)
(2)
Refunded debt has been:
_____ retired, or
defeased
11. Type of Sale
-X--
Competitive Bid
Ne90tiated
-X-- Private Placement
12.
Basis of Interest Rate Calculation
Rate
_____ Net Interest COlt (NIC)
True Interest Cost (TIC)
_____ Canadian Interest Cost (CIC)
_____ Other
6.15'
13. Insurance
AMBAC (MGIC)
MBIAC
x
None
14. Ratin9(s)
Moody's
Other
X None
Standard & Poor's
15. Financial Advisor or Consultant
None
16. Bond Counsel
Moyle. Flani9an. Katz. FitzGerald & Sheehan. P.A.
17. Lead Mana9in9 Underwriter(s)
Purch~sed by NationsBank of Florida. N.A.
18.' Payin9 Agent
None
19. Re9istrar
None
-2-
7468M
20. Maturity Schedule (Fill in following schedule showing annual amounts for bond
years or attach completed maturity schedule.)
Maturi ty
Date
Coupon
'\
Annual
Interest
SEE EXHIBIT A
-3-
Principal
,(Par Value)
Mandatory
Term Amortization
7468M
21. Optional Redemption Provisions
May be prepaid at anytime in whole or in part at par plus accrued
interest. plus a variable premium.
22.
Conunents
None
Part III. Respondent Information:
1. Name
Mark E. Raymond
Title
Bond Counsel
Phone (407) -
659-7500
Date Report Submitted
3/20/95
Part IV.
2. Please return completed form along with Final Official
Statement, if any, to:
Division of Bond Finance
State Board of Administration
P.O. Drawer 5318
Tallahasee, Florida 32314
(904) 488-7482
-4-
7468M
EXHIBIT A
During the period from and including March 20, 1995 to and
including March 1, 1998, interest only shall be payable monthly in
arrears on the first day of each month, beginning May '1, 1995..
Beginning April 1, 1998 this Note will be repaid in eighty-three
(83) equal installments of principal and interest, based upon a
twenty (20) year amortization, with the first payment being due
April 1, 1998 and eighty-two (82) subsequent payments being due on
the first day of each month thereafter to and including February
1, 2005, with a final payment of the entire unpaid principal
balance, together with all accrued and unpaid interest thereon,
being due and payable in full on March 1, ~QQ~!
3510Z
7470M
STATE OF FLORIDA
DIVISION OF BOND FINANCE
LOCAL BOND MONITORING SECTION
BOND DISCLOSURE FORM - NEGOTIATED SALE
Disclosure form for units of local qovernment for bonds sold by neqotiated sale, as
required by Section 218.38(1)(c)(1), Florida Statutes, as amended in 1982. This
form must be completed and returned to the Division within 120 days after the
delivery of the bonds.
1. Title of unit of local government:
City of Parkland. Florida
2. Malllnq Address: 6500 Parkside Drive
Parkland. Florida 33067
3. Name of bond issue; Promissory Note
~
4. Am~unt issued: S6.000.000
5. 'Jatte: ('ate:
March 20. 1995
6. Delivery Date:
March 20. 1995
7.
Nama a~~ 'a,~ress
_--f..u..~chased by:
of the managing underwriters connected with bond issuet
NationsBank of Florida. N.A.
P.O. Box 407090
Ft. Lauderdale. FL 33340
8. Nam~ :..nd address of any attorney or financial consultant who advised the unit
of local government with respect to the bond issue:
(1) Moyle. Flani9an. Katz. FitzGerald & Sheehan. P.A.
Post Office Box 3888
West Palm Beach. Florida 33402
(2) Andrew Meurod!s
P.O. Box 8583
Deerfield Beach. Florida 33433
(3)
(4) ,
BF2004-B (3/90)
9. Manaqement fee charqed by underwriter: RIA
10. Underwriter's expected qross spread:
RIA
11. Any fee, bonus, or qratuity paid in connection with the bond issue, by any
underwriter 'or financial consultant to any person not reqularly employed or
enqaqed by such underwriter or consultant:
(1) Name
(2) Name
(3) Name
Amount,
Amount $
Amount $
(If additional space is needed, continue on separate sheet.)
12. Any other fee paid by the unit of local qovernment with respect to the bond
issue,incltidinq any fee paid to attorneys or financial consultants:
(1) Name Moyle. Flani9an. Katz. et ale
(2) Name
(3) Name
(4) Name
Amount $10.000.00
Amount $
Amount $
Amount $
(If additional space is needed, continue on separate sheet.)
13. The s1qnature of either the chief executive officer of the qoverninq body of
the Unit of Local Government or the qovernmental officer primarily responsible
for coordinatinq the issuance the bonds must be affixed hereto.
Siqnature .
Title ____t.U2.l..
Date
March 20. 1995
14. For furthel' inforJllutiou reqardinq this form, the Division should contact:
Name
Mark~Ra~'I1Iond
Phone No.
(407) 659-7500
15. Completed for,1\ should be returned to:
Division of Bond Finance
State Board of Administration of Florida
P.O. Drawer 5318
Tallahassee, Florida 32314
(904) 488-4782
-2- 7470M
7466M
$6,000,000
CITY OF PARKLAND, FLORIDA
PROMISSORY NOTE
CERTIFICATE AS TO ARBITRAGE
AND OTHER TAX MATTERS
Sal Pagliara, the undersigned Mayor of City of Parkland,
Florida (the "Issuer"), being duly authorized and delegated, with
others, to perform such requirements as are necessary and proper
for the issuance and sale of the Issuer 's $6,000,000 Promissory
Note, dated March 20, 1995 ("the Bond"), does hereby certify and
declare as follows:
I. IN GENERAL.
1.1. The Bond is being issued pursuant to and under
Chapter 166, Florida Statutes, Article VIII, Section 2, Florida
Constitution, and other. applicable provisions of law, and
Resolution No. 95-22 adopted by the Issuer on March 15, 1995 (the
"Bond Resolution"), in order to provide funds to undertake certain
improvements to the Issuer's recreational facilities (the
"Project").
1.2. The Bond represents a draw...down loan from
NationsBank of Fll'ricia " N.A. Pursuant to the Bond and the Bond
Resolution, amountl~ of princ:ipal may be periodically advanced to
the Issuer until Mar~h ~, 1998. As of the date hereof, the Issuer
has drawn the amount of $2,010,385.00 on the Bond~
1.3. I have reviewed and am familiar with the Bond
Resolution and all other proceedings taken preliminary to and in
connection with the i5s~ance of the Bond. I am an officer of the
Issuer who is duly charged, with others, with the responsibility
of issuing the Bond.
1.4. No obligations other than the Bond are being issued
wi thin 15 days of the Bond pursuant to a same plan of financing
that are reasonably expected to be paid from substantially the
same source of funds as the Bond.
1.5. The facts, estimates, and circumstances set forth
hereil) are representations made by the Issuer, and to the best of
my knowledge, information, and belief, such facts, estimates, and
circumstances are true, correct, and complete as of the date
hereof, and the Issuer is not aware of any facts or circumstances
that, would ,cause it to question the ISccuracy of the
representations made herein; the expectations as to future events,
are in all respects reasonable; and there are no other facts,
estimates, or circumstances that would materially change such
expectations. On the basis of such facts, estimates, and
circumstances, it is not expected that the proceeds of the Bond
will be used in a manner that would cause the Bond to be an
arbitrage bond under Section 148 of the Code and the applicable
regulations thereunder.
II. SOURCE AND DISTRIBUTION OF FUNDS.
2.1. Amounts drawn on the Bond will be used to pay the
cost of the Project and will not be invested.
2.2. Pursuant to the Bond Resolution the Issuer is
obligated to use Franchise Fees and Half-cent Sales Tax to pay the
principal of, premium, if any, and interest on the Bond. Amounts
expected to be used to pay principal and interest on the Bond are
referred to herein as the "Bona Fide Debt Service Fund". The Bona
Fide Debt Service Fund is a fund that will be used primarily to
achieve a proper matching of revenues and debt service on the Bond
within each bond year. The Bona Fide Debt Service Fund will be
depleted at least once each bond year except for a reasonable
carryover amount which will not exceed the greater of (A) the
earnings on the Bona Fide Debt Service Fund for the preceding bond
year or (B) one-twelfth of the annual debt service on the Bond for
the preceding bond year. Tha aver~ge annual debt service on the
Bond will not exceed $2,500,1)00.
III. ARBITRAGE REBATE.
3.1. The Bona Fide L'ebt f,elvice Fund is exempt from the
rebate requirement of Sectio.l 148(f) of the Code by virtue of
Section 148(f)(4)(A)(ii). The~e ~,ill be no unspent gross proceeds
of the Bond after the Issue Date other than amounts in the Bona
Fide Debt Service Fund.
IV. MISCELLANEOUS.
4.1. Terms used herein in capitalized form and not
otherwise defined herein shall have the same meaning as ascribed
thereto in the Bond Resolution and in the Arbitrage Regulations.
4.2. The proceeds of the Bond are not being used as a
substitute for any other funds which were designated to be used to
pay the cost of the Project and which have been or will be
invested at a yield higher than the yield on the Bond.
4.3. The Bond is not being issued in connection with
any transaction or series of transactions that attempts to
circumvent the provisions of the Code or Arbitrage Regulations by
(a) enabling the Issuer to exploit the difference between
-2-
7466M
tax-exempt and taxable interest rates to gain a material financial
advantage, and (b) overburdening the market for tax-exempt
obligations including, without limitation, the selling of bonds
that would not otherwise be sold, the selling of more than would
otherwise be necessary, or the issuing of bonds sooner, or
allowing them to remain outstanding longer, than would otherwise
be necessary.
4.4. No portion of the payment of principal or interest
with respect to the Bond is guaranteed (in whole or in part) by
the United States (or any agency or instrumentality thereof). No
portion of the proceeds of the Bond will be used in making loans
the payment of principal or interest with respect to which are to
be guaranteed (in whole or in part) by the Uni ted States (or any
agency or instrumentality thereof). No portion of the proceeds of
the Bond will be invested (directly or indirectly) in federally
insur~d deposits or accounts. The foregoing restrictions shall
not apply to amounts in the Bona Fide Debt Service Fund.
IN WITNESS WHEREOF, the undersigned, being. the Mayor of the
Ci ty of Parkland, Florida, and being thereunto authorized, has
executed and delivered this Certificate as to Arbitrage and Other
Tax Matters on behalf of the Issuer this 20th day of March, 1995.
CITY OF PARKLAND, FLORIDA
By. //l ~
.r;;a;::~-
-3-
7466M
LAW OFFICES
MOYLE, FLANXGAN, KATZ, FITZGERALD & S'R"R'R.'H.\.N, P. A.
~E" ~ ."ETON
_EGO"'" D. COOK
~ a, CftANP
.JOHN ft. CUltANKS. .J",
C. COLe P11Z0CIIIALD. III
.JOHN". "LANIGAN
MYftA GENDCl.
LYNN O. __'NS
MAMIN V. KATZ
WlLLJAM a. KING
RONALD K. KOUN.
~AUL A.. KftAaKC"
8TCVI:N A. MA"'AN.
UNDA ... McCANN
8.1S NORTH FLAGL.ER DRIVE. ."M FL.OOR
,",OST O...FICE BOX :a...
WEST PALM BEACB, FLORIDA BG4008
TCLC~HO"'E (407) 8158-71S00
I'AC."oo\ILC (407) 81S8-17..
TALLAHASSEI: O.....cc
TCU:~OME I~I ..1-3...
"ACalM'l.& I~I .....7..
STUAM O.....CE
TCU:....ONE 1.07' ...1,....
"ACalM'l.& 1.07'...'488
.~ALM .EACH GA"OCNS O..,.ICE
TEl.EPHONE (.07'....-...0
"AC*MIl.& 1.07' e.".7.
.JON C. MOYLe
.JON C, MOYLe. .J",
.JOD'\" H. OUVE"
MA"K C. _"'MONO
THO MAlI A. .HEEHAN. III
MAlfTA M. .UA..a....u..'....
WILTON ~ WHITE
OP' COUNSI:I.:
ROaEIfT E. DEZIEL
-THOMAll A. HICKEY
.WILLlAM .J, ""''1'''''1:
OO"'N'" H, .TINSON
-ADMITTED IN NEW YO"K ONLY
March 20, 1995
Internal Revenue Service Center
Philadelphia, PA 19255
CERTIFIED MAIL
RETURN RECEIPT REOUESTED
RE: $6,000,000, CITY OF PARKLAND, FLORIDA
PROMISSORY NOTE
Dear Sir/Madam:
Enclosed please find Form 8038-G which relates to the above-
referenced Note. Please acknowledge your r~ceipt of the enclosed
by stamping the copy of the form included hEre~~th, and return the
stamped copy to us in the enclosed envelope.
MOYLE, FLANIGAN, KATZ,
FITZGERALD & SHEEHAN,
ff/lJJ( ,
/ "-
By: _____
PO/J
(
MER/djs
Enclosure
7472M
1
Information Return for Tax-Exempt Governmental Obligations
~ Under Int.,.1 AeYeftue eo. MOtIon '4I(e) OMB No, 15A5-0720
~ ... .p...... Instructlona.
(UN Form I03I-GC "the ..,. price .. under "00,000.)
If Amended Retum, cheek here ~
2 ....... employ. Identification number
59 : 1521506
R~It. .. Report number
GIg 95 - 1
. Dat. of _118
March 20, 1995
. CUSIP Number
None
Form 8038.G
t
a
.
end enter the issue rice
lllue price
. D Education (attach Ichectu....... Instructions). . . . .
10 D Health and hospital (attach .chedul...... Instructions). . .
11 D Transportation . . .'. . . . . . . . ;; . . .
12 D Public .afety. . . . . . . . . . . . . . . . . . . . . .
13 D environment (including aewag. bonds). . . . . .
14 D Housing . . . . . . . . . . . . . . . . . . . . · . .
15 D UtIlities . . . . . . . . . . . . . . . . . . . . · .. .
18 IXI O1her. Describe (see Instructions) ~ Recreatioo IDprovements
17 If obligations are tax or other revenue anticfpatlon bonds. check box ~ 8
18 If obli alions are in the form of . leue OIln1tallment 1I1e check box ~
Descri tion of 0 Uations
II) .1
Maturity date 1n.....1 rill
. . . .
s
. .
. . .
. . .
. . .
........
. . . . . . . . . ...
years
82 . . . . . -. . . . ...
S3
exceptiQ;n)............ .-..................
6,000,000
a4 Pooled financlngs:
. Enter 1he amount of1he proceeds of this Issue 1hat are 10 be used 10 make loans to llIIher govemlnlntal units ~
b If this laue Is a loan mad. from the p'oceeds of another tax-exempt Issue. check box ~ [] and enter the name of the
laUei' ~ ' and the date of the issue ~
IS If the Issuer has .Iectedto a a In lieu of rebat check box ...... ~
Und.- peN" of perjury, I decIarI tIlIll have..miNd lIliI rIlurn end -=oomptnw!no IChIcUII .rid "tIImIn&I,1Nl tD .. but of my lInowllelge
end belief, thIrt ... true, ClDfNCt, and oompIIlI.
Please
Sign
Here
March ~O, 1995 ~ 5a1 Pag1iara, Mayor
Dat. , Type or ptlnt IIaITll and tille
For Paperwork Reduction Act Notice, ... page 1 of the InltructiOna. Cat. No. 63773S Fonn 8038-G fWi, 5-83)
~ ~
EXHIBIT A
PORM 8038-G
City of Parkland, Florida
Report No. G199S-1
Part II, Line 16.
The Promissory Note evidences a draw-down loan in the
principal amount of not to exceed $6,000,000.
Part III, Lines 19 and 20.
It is not known what the issue price of the entire issue will
be. The Issuer may draw up to $6,000,000 on the Promissory Note.
AII:draws will be at par. The weighted average maturity cannot be
calculated until the amount drawn is known.
Part IV, Line 22.
The issue price of the entire issue is not known, but will not
exceed $6,000,000.
Part IV, Line 28.
Nonrefunding proceeds are not known, but will not e~tcee1
$6,000,000 minus $10,385 cost of issuance.
1
\
7476M
$6,000,000
CITY OF PARKLAND, FLORIDA
PROMISSORY NOTE
DISCLOSURE STATEMENT OF
NATIONSBANK OF FLORIDA. N.A.
March 20, 1995
City of Parkland, Florida
Ladies and Gentlemen:
Pursuant to the provisions of Section 218.385, Florida
Statutes, as amended, the undersigned is providing the following
information with respect ,to the arrangements made for the purchase
of the above-referenced Promissory Note (the "Note") . We
represent to you as follows:
(a) The nature and estimated amounts of expenses to be
incu~red by the undersigned in connection with the
insuance and sale of the Note are $0.
(b) Th9re were no "finders," as defined in Section 218.386,
Flvrida Statutes, as amended, in connection with the
issuance of the Note.
(c) No discount or fee is expected to be realized by the
undersigned.
(d) No management fee will be charged by the undersigned.
(e) No fee, bonus or other compensation will be paid by the
undersigned in connection with the issuance of the Note
to any person not regularly employed or retained by the
undersigned.
747lM
City of Parkland, Florida
March 20, 1995
Page 2
(f) The name and address of the undersigned is:
NationsBank of Florida, N.A.
P.O. Box 407090
Ft. Lauderdale, Florida 33340
(g) The City is proposing to issue up to $6,000,000 of debt
for the purpose of financing the cost of certain capital
improvements. This debt is expected to be repaid over a
period of ten years. At a forecasted interest rate of
6.15\r,total interest paid over the life of the debt will
be approximately $3,431,414, assuming the maximum
authorized $6,000,000 is drawn today. The source of
repayment or security for the Note is franchise fees and
half-cent sales tax of the City. Authorizing this debt
could result in approximately $9,431,414 of franchise
fees and half-cent sales tax not being available to
finance other services of the City each year for ten
years. This statement is made for purposes of Section
218.385, Florida Statutes, and is not a provision of the
loan or the Note, and does not modify or construe the
terms thereof.
Very truly yours,
NATIONSBANK OF FLORIDA, N.A.
BY~=
Au horized Officer
747lM
LAW OFFICES OF
ANDREW S. MAURODIS
321 S,E, 15th AVENUE
FT. LAUDERDALE, FLA. 33301
TELEPHONE (305) 467-2000
TELECOPIER (305) 467-2306
P,O, BOX 8583
DEERFIELD BEACH, FLA. 33443
TELEPHONE (305) 480-4265
TELECOPIER (305) 480-4490
REPLY TO:
March 20, 1995
NATIONSBANK OF FLORIDA, N.A.
Fort Lauderdale, Florida
MOYLE, FLANIGAN, KATZ, FITZGERALD
& SHEEHAN, P.A.
West Palm Beach, Florida 33402
RE: City of Parkland. Florida Promissory Note
Dear Sirs:
As the City Attorney of Parkland, Florida (the "City"), I have participated in various
proceedings in connection with the issuance by the City of its Promissory Note, dated March 20,
1995 (the "Note"). All terms not otherwise defined herein shall have the meanings ascribed thereto
in Resolution No. 95-22 enacted by the March 15, 1995 (the liResolution").
To the best of my knowledge, it is my opinion that:
(A) The City is a municipality of the State of Florida, duly organized and validly existing
under the Constitution and laws of the State of Florida;
(B) The City has full power and authority to enact the Resolution, to issue the Note, and
to execute the Loan Agreement, dated March 20, 1995, between the City and NationsBank of
Florida, N.A. (the "Bank") (the "Agreement"), and to perform all obligations of the City thereunder;
(C) Ordinance No. 11 was lawfully enacted by the City and remains in full force and
effect;
(0) The Note and the Agreement are valid and binding obligations of the City,
enforceable against the City in accordance with their terms;
City of Parkland Promissory Note
March 20, 1995
Page Two
No opinion is expressed herein as to the exclusion from gross income for federal income tax
purposes of the interest on the bonds.
Respectfully submitted,
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Andrew S. Maurodis
City Attorney
ASM:jms
LAW OFFICES
MOYLE, FLANIGAN, KATZ, FITZGERALD & SHEEHAN, P.A.
PETE" L. ."ETON
G"EOORY D, COOK
DARYL ., C_ME"
.JOHN ", EUBANKS, .J",
E. COLE FITZGE_LD, m
.JOHN F, FLANIGAN
MY_ GENDEL
LYNN G, HAWKINS
MARTIN V, ~TZ
WILLIAM e. KING
RONALD K. KOUNS
PAUL A. KRASKER
STEVEN A, MAYANS
LINDA R, McCANN
625 NORTH FLAGLER ORIVE. 9TH FLOOR
POST OFFICE BOX 3888
WEST PALM BEACH, FLORIDA 33402
TELEPHONE (407) 8159-7500
FACSIMILE (407) 6159-1789
TALLAHASSEE OFFICE
TEL.EPHONE ISI(4) 881-3828
FACS'MIL.E (904) 881..788
.JON C. MOYLE
.JON C, MOYLE, ....",
.JODY H, OLIVE"
MA"K E, _YMOND
THOMAS A, SHEEHAN, m
MA"TA M, SUAREZ-MU"IAS
WILTON L, WHITE
STUART OFFICE
TEL.EPHONE (407) 28.1144
FACSIMIL.E (407) 28.,498
OF COUNSEL:
ROBERT E, DEZIEL
..THOMAS A, HICKEY
.WILLIAM .J, PAYNE
DONNA H, STINSON
"ADMITTED IN NEW YORK ONLY
.PALM BEACH GARDENS OFFICE
TELEPHONE (407) 825..480
FACSIMILE (407) 82lS-Se7.
March 20, 1995
City of Parkland, Florida
NationsBank of Florida, N.A.
RE: $6,000,000, CITY OF PARKLAND, FLORIDA
PROMISSORY NOTE
Ladies and Gentlemen:
We have acted as bond counsel in connection with the issuance
and sale by City of Parkland, Florida (the "Issuer") of its not to
exceed $6,000,000 aggregate principal amount Promissory Note,
dated March 20, 1995 (the "Bond"). The Bond is issued pursuant to
the Constitution and laws of the State of Florida, particularly
Chapter 166, Florida Statutes and Article VIII, Section 2 of the
Florida Constitution, and Resolution No. 95-22 adopted by the
Issuer March 15, 1995 (the "Resolution"). All terms used herein
in capitalized form and not otherwise defined herein shall have
the meanings ascribed thereto in the Resolution.
In rendering the opinions set forth herein, we have examined a
certified copy of the Resolution and are relying on the
representations, covenants and agreements of the Issuer contained
therein, including, without limitation, the covenants of the
Issuer contained in the Resolution to comply wi th the applicable
requirements contained in Section 103 and Part IV of Subchapter B
of Chapter 1 of the Internal Revenue Code of 1986, as amended, and
all temporary, proposed or permanent implementing regulations
promulgated thereunder or applicable thereto (the "Code") that
must be satisfied subsequent to the issuance of the Bond to the
extent necessary to preserve the exclusion of interest on the Bond
from gross income for federal income tax purposes.
7473M
City of Parkland
NationsBank of Florida, N.A.
March 20, 1995
Page 2
As to questions of fact material to our oplnlon we have relied
upon representations of the Issuer contained in the Resolution and
upon other certifications, agreements, documents, and opinions of
public officials and other officers and representatives of the
various parties participating in this transaction, furnished to
us, without undertaking to verify the same by independent
investigation. We have assumed the genuineness of all signatures
on all documents and instruments, the authenticity of documents
submitted as originals and the 'coriformity to originals of
documents submitted as copies.
We have not been engaged to or undertaken to review the
accuracy, completeness or sufficiency of any disclosure materials
relating to the Bond, and we express no opinion relating thereto
herein. This opinion shall not be deemed or treated as an
offering circula,r, prospectus or official statement, and is not
intended in any way to be a disclosure document used in connection
with the sale or delivery of the Bond. We have not been engaged
to and therefore express no opinion as to the compliance by the
Issuer with any federal or state statute, regulation or ruling
with respect to the sale or distribution of the Bond.
The opinions set forth below are expressly limited to, and we
opine only with respect to, the laws of the State of Florida and
the federal income tax laws of the United States of America.
Based upon and subject to the foregoing, we are of the opinion
as of the date hereof and under existing law, as follows:
1. The Resolution, including the lien on and pledge of the
Franchise Fees and Half-cent Sales Tax therein, and the Loan
Agreement constitute the valid and binding obligations of the
Issuer, enforceable in accordance with their terms.
2. The Bond has been duly authorized, executed and delivered
by the Issuer and is a valid and binding special obligation of the
Issuer, payable solely from the sources provided therefor in the
Resolution.
3. The interest on the Bond is excluded from gross income
for federal income tax purposes and is not an item of tax
preference described in Section 57 of the Code for purposes of the
federal alternative minimum tax imposed on individuals and
corporations. It is to be noted that with respect to certain
corporations such interest may be required to be taken into
account in determining adjusted current earnings for purposes of
calculating the alternative minimum taxable income of such
7473M
'-
City of Parkland
NationsBank of Florida, N.A.
March 20, 1995
Page 3
corporations. The opinions expressed in the first sentence of
this paragraph are conditioned upon continuing compliance by the
Issuer with various covenants contained in the Resolution,
including, without limitation, its covenant to comply wi th
applicable requirements of the Code necessary in order to preserve
the exclusion of interest on the Bond from gross income for
federal income tax purposes. Failure by the Issuer to comply with
such requirements could cause the interest on the Bond to be
includable in gross income for federal income tax purposes
retroactive to the date of issuance of the Bond. Other provisions
of the Code may give rise to collateral federal income tax
consequences (which may be adverse) to particular owners. This
opinion is limited to matters expressly addressed above and no
opinion is expressed herein regarding other federal tax
consequences that may arise due to ownership of the Bond.
4. The Bond is exempt from all present intangible personal
property taxes imposed by the State of Florida.
5. The Bond is a "qualified tax-exempt obligation" as
defined in Section 265(b)(3)(B)(i) of the Code.
Our opinions expressed herein are predicated upon present laws
and interpretations thereof. We assume no affirmative obligation
with respect to any change of circumstances or law (including laws
that may result from legislation pending before Congress) that may
adversely affect the tax-exempt status of interest on the Bond
after the date hereof.
It is to be understood that the rights of owners of the Bond
and the enforceability of the Bond and the Resolution may be
subject to the provisions of the bankruptcy laws of the United
States of America and to other applicable bankruptcy, insolvency,
reorganization, moratorium or similar laws relating to or
affecting creditors' rights, heretofore or hereinafter enacted, to
the extent constitutionally applicable, and that their enforcement
may also be subject to equitable principles that may affect
remedies or other equitable relief, or to the exercise of judicial
discretion in appropriate cases.
Very truly yours,
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