R05-133
,
RESOLUTION NO. R05-~
A SERIES RESOLUTION PROVIDING FOR THE ISSUANCE OF
NOT EXCEEDING $16,000,000 AGGREGATE PRINCIPAL
AMOUNT OF UTILITY SYSTEM REVENUE REFUNDING
BONDS, SERIES 2005; PROVIDING A METHOD FOR FIXING
AND DETERMINING THE PRINCIPAL AMOUNT, INTEREST
RATES, MATURITY DATES, REDEMPTION PROVISIONS AND
OTHER DETAILS OF SAID BONDS; AUTHORIZING THE
AWARD THE SALE OF THE BONDS TO BEAR, STEARNS &
CO. INe.; FINDING NECESSITY FORA NEGOTIATED SALE OF
SUCH BONDS; PROVIDING A METHOD FOR APPROVING
THE FORM OF AND AUTHORIZING THE USE OF A
PRELIMINARY OFFICIAL STATEMENT AND AUTHORIZING
THE PREPARATION, APPROVAL AND EXECUTION OF A
FINAL OFFICIAL STATEMENT IN CONNECTION WITH SUCH
BONDS; AUTHORIZING THE EXECUTION OF A BOND
PURCHASE CONTRACT AND A BOND REGISTRAR
AGREEMENT; AUTHORIZING THE REDEMPTION OF A
PORTION OF THE CITY'S UTILITY SYSTEM REVENUE
BONDS, SERIES 1996; PROVIDING A METHOD FOR
APPROVING THE FORM OF AND AUTHORIZING THE
EXECUTION OF AN ESCROW DEPOSIT AGREEMENT;
PROVIDING FOR CERTAIN CONTINUING DISCLOSURE
OBLIGATIONS OF THE CITY; PROVIDING FOR THE
APPLICATION OF THE PROCEEDS OF SAID BONDS AND
CERTAIN OTHER MONEYS; AUTHORIZING THE PURCHASE
OF A BOND INSURANCE POllCY AND RESERVE SURETY
BOND AND MAKING CERTAIN COVENANTS IN
CONNECTION THEREWITH; DESIGNATING THE BOND
REGISTRAR FOR SAID BONDS; CONTAINING CERTAIN
AUTHORIZATIONS AND OTHER PROVISIONS; AND
PROVIDING AN EFFECTIVE DATE.
WHEREAS, the City of Boynton Beach, Florida (the "City") is authorized by the
Constitution and laws of the State of Florida, including the City's Charter and Chapter 166, Florida
Statutes, to issue revenue bonds of the City payable from Pledged Revenues (as defined in the Bond
Resolution hereinafter defined mentioned) for certain purposes; and
WHEREAS, pursuantto Resolution No. R 92-96 adopted by the City Commission of the City
(the "City Commission") on June 16, 1992, as amended (the "Bond Resolution") obligations of the
City may be issued and may be secured by a lien upon and pledge of certain "Pledged Revenues" as
defined in and to the extent set forth in the Bond Resolution; and
WHEREAS, the City desires to issue Bonds (the "Series 2005 Bonds") under the Bond
Resolution to provide funds, together with available funds of the City for the redemption prior to
maturity of the City's Utility System Revenue Bonds, Series 1996 (the "1996 Bonds") maturing on
and after November 1, 2007 (the "Refunded Bonds") and to pay certain costs of issuing such Series
2005 Bonds; and
WHEREAS, prior to the issuance of the Series 2005 Bonds the conditions set forth in Section
210 of the Bond Resolution shall be satisfied; and
WHEREAS, the City Commission has determined that the sale of such Series 2005 Bonds
through negotiation with the Original Purchaser (hereinafter defined) is in the best interest of the
City; and
WHEREAS, the City Commission has received from Bear, Steams & Co. Inc. (the "Original
Purchaser") a form of a Bond Purchase Contract by and between the City and the Original Purchaser
whereby the Original Purchaser would agree to purchase the Series 2005 Bonds, and the City
Commission has determined that the authorization of the acceptance of such proposal pursuant to
the terms set forth in Section 6 hereof is in the best interests ofthe City and will effect the purposes
set forth in the Bond Resolution; and
WHEREAS, it is necessary and desirable to approve the form and use of a Preliminary
Official Statement and to approve the preparation and execution of a Final Official Statement in
connection with the issuance of such Series 2005 Bonds; and
WHEREAS, it is necessary and desirable to specify a method for determining the dates, the
interest rates, maturity dates and redemption provisions for such Series 2005 Bonds and to appoint
The Bank of New York Trust Company, N.A. as Bond Registrar for such Series 2005 Bonds; and
WHEREAS, the City has received a commitment from Ambac Assurance Corporation to
issue its financial guaranty insurance policy insuring the payment of the principal of and interest on
the Series 2005 Bonds and it is necessary and desirable to accept such commitment; and
WHEREAS, the City has received a commitment from Ambac Assurance Corporation to
issue its surety bond to satisfy the Reserve Account Requirement for the Series 2005 Bonds and it
is necessary and desirable to accept such commitment; and
WHEREAS, the City desires to approve the form and use of an escrow deposit agreement
to provide for payment of the Refunded Bonds and to appoint The Bank of New York Trust
Company, N.A. as escrow agent thereunder;
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY
OF BOYNTON BEACH, FLORIDA:
Section 1. Authority for this Resolution. This Resolution is adopted pursuant to the
provisions of the Charter of the City of Boynton Beach, Florida, the Constitution of the State of
Florida, including, but not limited to, Article VIII, Section 2 thereof, and other applicable provisions
of law, including Chapter 166, Florida Statutes, and the Bond Resolution.
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Section 2. Definitions. Terms used herein in capitalized form and not otherwise defined
herein shall have the meanings ascribed thereto in the Bond Resolution. The following terms, when
used in this Resolution or in the Bond Resolution, as amended hereby, shall have the following
meamngs:
"Authorized Representative" means the Mayor or Vice-Mayor, and in the absence or inability
to act of the Mayor or Vice-Mayor, the City Manager or any other City Commissioner (the absence
or inability to act of the Mayor of Vice-Mayor as to any particular action being conclusively
established by the taking of such action by the City Manager or other City Commissioner).
"Business Day" shall mean any day other than a Saturday, Sunday or other day on which the
Bond Registrar is lawfully and temporarily closed or a day on which the New York Stock Exchange
is lawfully and temporarily closed.
"Closing Date" shall mean the date on which the Series 2005 Bonds are issued and delivered
by the City and paid for by the Original Purchaser.
"Interest Payment Date" shall mean May 1 and November 1 of each year, commencing
November 1,2005.
Section 3. Authorization of Bonds. Bonds are hereby authorized to be issued pursuant to
this Resolution and Section 210 of the Bond Resolution in the aggregate principal amount of not to
exceed $16,000,000. The Bonds hereby authorized shall be known as "Utility System Revenue
Refunding Bonds, Series 2005" (the "Series 2005 Bonds"). Prior to the issuance of the Series 2005
Bonds the conditions of Section 210 of the Bond Resolution shall be satisfied. The Series 2005
Bonds are being issued for the principal purpose of providing funds, together with funds held in the
Reserve Account and Bond Service Subaccounts under the Bond Resolution in respect of the
Refunded Bonds, to defease and to redeem the Refunded Bonds prior to maturity. Proceeds of the
Series 2005 Bonds may be used to pay costs associated with issuing the Series 2005 Bonds and
defeasing the Refunded Bonds. The Series 2005 Bonds may not be issued unless the issuance of the
Series 2005 Bonds and the refunding of the Refunded Bonds produces net present value debt service
savings for the City, calculated as ofthe date of delivery ofthe Series 2005 Bonds using the arbitrage
yield on the Series 2005 Bonds as the discount rate, of at least the greater of (i) $300,000.00 and (ii)
3% of the principal amount ofthe Refunded Bonds.
Section 4. Terms of the Series 2005 Bonds.
(a) Form of Bonds. The Series 2005 Bonds shall be substantially in the form of the
Bonds set forth in the Bond Resolution, with such changes as may be necessary or appropriate to
conform to the provisions of this Resolution and the terms of the Series 2005 Bonds set forth herein
as may be approved by the officers of the City executing the Series 2005 Bonds, such execution to
be conclusive evidence of such approval.
(b) Amounts. Maturities. Redemption Provisions and Interest Rates. The Series 2005
Bonds will consist of such aggregate principal amount of Current Interest Serial Bonds and such
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aggregate principal amount of Current Interest Term Bonds as shall be determined by the Authorized
Representative as hereinafter provided.
The Series 2005 Bonds shall be issued in the denomination of$5,000 and integral multiples
thereof, shall be issued in registered form, shall be numbered from R-l upwards, shall be dated their
date of initial issuance and delivery, and shall bear interest from such date, payable on the Interest
Payments Dates. The Series 2005 Bonds shall be issued on such date, in the aggregate principal
amount, not in excess of $16,000,000, shall bear interest at the rates per annum, computed on the
basis of a 360-day year consisting oftwelve 30-day months, not in excess of the maximum legal rate,
and shall mature on November 1 of the years and shall have such redemption provisions, all as set
forth in a certificate executed by the Authorized Representative at or before the issuance ofthe Series
2005 Bonds, provided however that the final maturity of the Series 2005 Bonds shall not be after
November 1,2020.
Principal of the Series 2005 Bonds shall be payable only upon presentation and surrender of
such Bonds at the principal office of the Bond Registrar. Interest on the Series 2005 Bonds shall be
paid by check or draft, or at the option of any registered owner of not less than $1,000,000 in
principal amount of the Series 2005 Bonds, exercised in writing delivered to the Bond Registrar prior
to the Regular Record Date or Special Record Date, by wire transfer to an account in the United
States designated by such registered owner, mailed or wired by the Bond Registrar to the registered
owners of the Series 2005 Bonds as shown on the registration books kept by the Bond Registrar on
the Regular Record Date or the Special Record Date.
(c) Reserve Account Deposit Requirement. The Reserve Account Requirement for the
Series 2005 Bonds shall be an amount equal to the lesser of (i) 10% of the aggregate stated principal
amount of the Series 2005 Bonds Outstanding, (ii) the maximum amount of principal and interest
scheduled to become due on the Outstanding Series 2005 Bonds in the current or any succeeding
Bond Year, or (iii) 125% of the average annual debt service on the Series 2005 Bonds (calculated
on a Bond Year basis at the time of issuance only). If the Series 2005 Bonds have more than a de-
minimis amount of original issue discount or premium (as defined in Treas. Reg. S 1.148-1 (b)), then
the issue price (as defined in said regulation) of the Series 2005 Bonds (net of pre-issuance accrued
interest) shall be used to measure the aforesaid 10% limitation in lieu of the stated principal amount
of the Series 2005 Bonds. The Series 2005 Reserve Subaccount, which is hereby ordered created,
shall be funded in an amount equal to the Reserve Account Requirement for the Series 2005 Bonds
at the time of initial issuance and delivery of the Series 2005 Bonds, and in the event any deficiency
is created in the Series 2005 Reserve Subaccount, the Reserve Account Deposit Requirement for
such Series shall be, in each month, an amount equal to at least one twenty-fourth (1/24) of the
amount of such deficiency.
Section 5. Amendments to Bond Resolution. The amendments to the Bond Resolution set
forth in this Section 5 shall be effective upon, and only upon the issuance of the Series 2005 Bonds.
(a) Section 101 of the Bond Resolution is amended by the addition thereto of two new
definitions as follows:
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"2005 Bond Insurance Policy" shall mean the financial guaranty insurance policy
issued by the 2005 Bond Insurer that guarantees payment of principal of and interest on the
Series 2005 Bonds.
"2005 Bond Insurer" shall mean Ambac Assurance Corporation, a Wisconsin-
domiciled insurance corporation, or any successor thereto.
(b) A new Section 719 is added to the Bond Resolution to provide as follows:
"Section 719. Provisions concerning 2005 Bond Insurer. For so long as the 2005
Bond Insurance Policy shall be outstanding, notwithstanding any provision to the
contrary contained herein, the following provisions shall apply with respect to the
Series 2005 Bonds:
(A) "Ambac Assurance" shall mean Ambac Assurance
Corporation, a Wisconsin-domiciled stock insurance company.
(B) "Municipal Bond Insurance Policy" shall mean the municipal
bond insurance policy issued by Ambac Assurance insuring the
payment when due of the principal of and interest on the Series 2005
Bonds as provided therein.
(C) Any provision of this Resolution expressly recognizing or
granting rights in or to Ambac Assurance may not be amended in any
manner which affects the rights of Ambac Assurance hereunder
without the prior written consent of Ambac Assurance. Ambac
Assurance reserves the right to charge the City a fee for any consent
or amendment to this Resolution while the Municipal Bond Insurance
Policy is outstanding.
(D) Unless otherwise provided in this Section, Ambac Assurance's
consent shall be required in addition to Bondholder consent, when
required, for the following purposes: (i) execution and delivery of
any amendment or change to this Resolution, (ii) removal of the Bond
Registrar and selection and appointment of any successors, and (iii)
initiation or approval of any action not described in (i) or (ii) above
which requires Bondholder consent.
(E) Any reorganization or liquidation plan with respect to the City
must be acceptable to Ambac Assurance. In the event of any
reorganization or liquidation, Ambac Assurance shall have the right
to vote on behalf of all Bondholders who hold Ambac Assurance-
insured Series 2005 Bonds absent a default by Ambac Assurance
under the Municipal Bond Insurance Policy insuring the Series 2005
Bonds.
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(F) Anything in this Resolution to the contrary notwi thstanding,
upon the occurrence and continuance of an Event of Default, Ambac
Assurance shall be entitled to control and direct the enforcement of
all rights and remedies granted to the Bondholders under this
Resolution, including, without limitation: (i) the right to accelerate
the principal ofthe Series 2005 Bonds as described in this Resolution
and (ii) the right to annul any declaration of acceleration, and Ambac
Assurance shall be entitled to approve all waivers of events of default.
(G) Subject to Section 802 hereof, upon the occurrence of an
Event of Default, Ambac Assurance may, by written notice to City,
declare the principal of the Series 2005 Bonds to be immediately due
and payable.
(H) While the Municipal Bond Insurance Policy is in effect, the
City shall furnish, at the City's expense, to Ambac Assurance, to the
attention of the Surveillance Department:
(a) as soon as practicable after the filing thereof, a copy
of any financial statement of the City and a copy of any audit and
annual report of the City;
(b) a copy of any notice to be given to the registered
owners of the Series 2005 Bonds, including, without limitation,
notice of any redemption of or defeasance of Series 2005 Bonds, and
any certificate rendered pursuant to this Resolution relating to the
security for the Series 2005 Bonds; and
(c) such additional information as it may reasonably request.
(I) The City shall notify Ambac Assurance, to the attention ofthe
General Counsel's office, of any failure of the City to provide any
notices, certificates, or other documentation required to be provided
by the City hereby.
(1) The City will permit Ambac Assurance to discuss the affairs,
finances and accounts of the City or any information Ambac
Assurance may reasonably request regarding the security for the
Series 2005 Bonds with appropriate officers of the City. The City
will permit Ambac Assurance to have access to and to make copies
of all books and records relating to the Series 2005 Bonds at any
reasonable time.
(K) Ambac Assurance shall have the right to direct an accounting
at the City's expense, and the City's failure to comply with such
direction within thirty (30) days after receipt of written notice of the
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direction from Ambac Assurance shall be deemed a default
hereunder; provided, however, that if compliance cannot occur within
such period, then such period will be extended so long as compliance
is begun within such period and diligently pursued, but only if such
extension would not materially adversely affect the interests of any
registered owner of the Series 2005 Bonds.
(L) Notwithstanding any other provision of this Resolution, the
Bond Registrar or the City shall immediately notify Ambac
Assurance, to the attention of the General Counsel's office, if at any
time there are insufficient moneys to make any payments of principal
and/or interest on the Series 2005 Bonds as required, and immediately
upon the occurrence of any Event of Default hereunder.
(M) To the extent that the City enters into a continuing disclosure
agreement with respect to the Series 2005 Bonds, Ambac Assurance
shall be included as a party to be notified.
(N) Notwithstanding anything herein to the contrary, in the event
that the principal and/or interest due on the Series 2005 Bonds shall
be paid by Ambac Assurance pursuant to the Municipal Bond
Insurance Policy, the Series 2005 Bonds shall remain Outstanding for
all purposes, shall not be defeased or otherwise satisfied and shall not
be considered paid by the City, and the assignment and pledge of the
amounts pledged to repayment of the Series 2005 Bonds and all
covenants, agreements and other obligations of the City to the
Bondholders shall continue to exist and shall run to the benefit of
Ambac Assurance, and Ambac Assurance shall be subrogated to the
rights of such Bondholders.
(0) Ambac Assurance will allow only the following obligations
to be used for defeasance purposes: (1) cash fully insured by the
Federal Deposit Insurance Corporation or otherwise collateralized
with obligations described in (2) below, or (2) direct obligations of
(including obligations issued or held in book entry form on the books
of) the Department of the Treasury of the United States of America.
(P) Nothing in this Resolution expressed or implied is intended
or shall be construed to confer upon, or to give to, any person or
entity, other than the City, Ambac Assurance, the Bond Registrar and
the registered owners of the Series 2005 Bonds, any right, remedy or
claim under or by reason of this Resolution or any covenant,
condition or stipulation hereof, and all covenants, stipulations,
promises and agreements in this Resolution contained by or on behalf
of the City shall be for the sole and exclusive benefit of the City,
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Ambac Assurance, the Bond Registrar and the registered owners of
the Series 2005 Bonds.
(Q) To the extent that this Resolution confers upon or gives or
grants to Ambac Assurance any right, remedy or claim under or by
reason of this Resolution, Ambac Assurance is hereby explicitly
recognized as being a third-party beneficiary hereunder and may
enforce any such right, remedy or claim conferred, given or granted
hereunder.
(R)(i) Upon the written request of Ambac Assurance, the City shall
take steps to remove any Bond Registrar which shall have violated
any provision hereof; (ii) the City will provide Ambac Assurance
written notice if any Bond Registrar shall resign; (iii) every Bond
Registrar appointed under this Resolution shall be a financial
institution in good standing located in or incorporated under the laws
of the State, duly authorized to exercise trust powers and subject to
examination by federal or State authorities, having a reported capital
and surplus of not less than $75,000,000 and not objected to by
Ambac Assurance; (iv) any successor Bond Registrar shall not be
appointed unless Ambac Assurance approves such successor in
writing; (v) notwithstanding any other provisions of this Resolution
in determining whether the rights of the bondholders will be
adversely affected by any action taken pursuant to the terms and
provisions of this Resolution, the Bond Registrar shall consider the
affect on the Bondholders as if there were not municipal bond
insurance policy; and (vi) notwithstanding any other provision of this
Resolution, no removal, resignation or termination of the Bond
Registrar shall take effect until a successor, acceptable to Ambac
Assurance shall be appointed
(S) "Authorized Investments" shall mean the investments
described in the Resolution, but only to the extent also described
below and only to the extent the same shall be permitted from time
to time by applicable laws of the State:
(a) direct obligations of (including obligations issued or
held in book entry form on the books of) the Department of the
Treasury of the United States of America, including Federal
Securities;
(b) obligations of any of the following federal agencies
which obligations represent the full faith and credit of the United
States of America: Export-Import Bank; Rural Economic
Community Development Administration; U.S. Maritime
Administration; Small Business Administration; U.S. Department of
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Housing & Urban Development; Federal Housing Administration;
and Federal Financing Bank;
(c) direct obligations of any of the following federal
agencies which obligations are not fully guaranteed by the full faith
and credit of the United States of America: senior debt obligations
rated "AAA" by S&P and "Aaa" by Moody's issued by the Federal
National Mortgage Association or the Fannie Mae; obligations of the
Resolution Funding Corporation; senior debt obligations of the
Federal Home Loan Bank System; senior debt obligations of other
government sponsored agencies approved by Ambac Assurance;
(d) U.S. Dollar denominated deposit accounts, federal
funds and banker's acceptances with domestic commercial banks
which have a rating on their short term certificates of deposit on the
date of purchase of 'A-I' or 'A-l +' by S&P and 'P-l' by Moody's and
maturing no more than 360 days after the date of purchase (ratings on
holding companies are not considered as the rating of the issuing
bank);
(e) commercial paper which is rated at the time of
purchase in the single highest classification, "A-1+" by S&P and
"P-l" by Moody's and which matures not more than 270 days after the
date of purchase;
(f) money market funds rated 'AAAm' or 'Aaam-G' or
better by S&P;
(g) units of participation in the Local Government Surplus
Funds Trust Fund established pursuant to Part IV, Chapter 218,
Florida Statutes, or any similar common trust fund which is
established pursuant to State law as a legal depository of public
moneys;
(h) shares of beneficial interest in the Florida Municipal
Investment Trust created pursuant to Section 163.01, Florida Statutes;
and
(i) other forms of investments approved in writing by
Ambac Assurance with notice to S&P.
(T) The value of all investments shall be determined when
required as follows: (i) as to investments not described in (ii) and
(iii) below, at the fair market value based on accepted industry
standrads and from accepted industry providers; (ii) as to certificates
of deposit and bankers acceptances, the face amount thereof, plus
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accrued interest; and (iii) as to any investment not specified above,
the value thereof established by prior agreement between the City and
Ambac Assurance.
(U) As long as the Municipal Bond Insurance Policy shall be in
full force and effect, the City and any Bond Registrar agree to comply
with the following provisions:
(a) At least one (1) day prior to all Interest Payment Dates
the City or Bond Registrar will determine whether there will be
sufficient funds in the funds and accounts established pursuant to the
Resolution to pay the principal of or interest on the Series 2005
Bonds on such Interest Payment Date. If the City or Bond Registrar
determines that there will be insufficient funds in such funds or
accounts, the City or Bond Registrar shall so notify Ambac
Assurance. Such notice shall specify the amount of the anticipated
deficiency, the Series 2005 Bonds to which such deficiency is
applicable and whether such Series 2005 Bonds will be deficient as
to principal or interest, or both. If the City or Bond Registrar has not
so notified Ambac Assurance at least one (1) day prior to an Interest
Payment Date, Ambac Assurance will make payments of principal or
interest due on the Series 2005 Bonds on or before the first (1st) day
next following the date on which Ambac Assurance shall have
received notice of nonpayment from the City or Bond Registrar.
(b) The City or Bond Registrar shall, after giving notice
to Ambac Assurance as provided in (a) above, make available to
Ambac Assurance and, at Ambac Assurance's direction, to The Bank
of New York, in New York, New York, as insurance trustee for
Ambac Assurance, or any successor insurance trustee (the "Insurance
Trustee"), the registration books of the City maintained by the
Registrar and all records relating to the funds and accounts
maintained under this Resolution.
(c) The City or Bond Registrar shall provide Ambac
Assurance and the Insurance Trustee with a list of registered owners
of Series 2005 Bonds entitled to receive principal or interest
payments from Ambac Assurance under the terms of the Municipal
Bond Insurance Policy, and shall make arrangements with the
Insurance Trustee (i) to mail checks or drafts to the registered owners
of Series 2005 Bonds entitled to receive full or partial interest
payments from Ambac Assurance and (ii) to pay principal upon
Series 2005 Bonds surrendered to the Insurance Trustee by the
owners of Series 2005 Bonds entitled to receive full or partial
principal payments from Ambac Assurance.
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(d) The City or Bond Registrar shall at the time it provides
notice to Ambac Assurance pursuant to (a) above, notify owners of
Series 2005 Bonds entitled to receive the payment of principal or
interest thereon from Ambac Assurance (i) as to the fact of such
entitlement, (ii) that Ambac Assurance will remit to them all or a part
of the interest payments next coming due upon proof of owner
entitlement to interest payments and deli very to the Insurance Trustee,
in form satisfactory to the Insurance Trustee, of an appropriate
assignment of the Owner's right to payment, (iii) that should they be
entitled to receive full payment of principal from Ambac's Assurance,
they must surrender their Series 2005 Bonds (along with an
appropriate instrument of assignment in form satisfactory to the
Insurance Trustee to permit ownership of such Series 2005 Bonds to
be registered in the name of Ambac Assurance) for payment to the
Insurance Trustee, and not the City or Bond Registrar, and (iv) that
should they be entitled to receive partial payment of principal from
Ambac Assurance, they must surrender their Series 2005 Bonds for
payment thereon first to the Bond Registrar who shall note on such
Series 2005 Bonds the portion of the principal paid by the Bond
Registrar and then, along with an appropriate instrument of
assignment in form satisfactory to the Insurance Trustee, to the
Insurance Trustee, which will then pay the unpaid portion of
principal.
(e) In the event that the City or Bond Registrar has notice
that any payment of principal of or interest on a Bond which has
become Due for Payment (as defined in the Municipal Bond
Insurance Policy) and which is made to an Owner by or on behalf of
the City has been deemed a preferential transfer and theretofore
recovered from its Owner pursuant to the United States Bankruptcy
Code by a trustee in bankruptcy in accordance with the final,
nonappealable order of a court having competent jurisdiction, the City
or Bond Registrar shall, at the time Ambac Assurance is notified
pursuant to (a) above, notify all Owners that in the event that any
Owner's payment is so recovered, such Owner will be entitled to
payment from Ambac Assurance to the extent of such recovery if
sufficient funds are not otherwise available, and the City or Bond
Registrar shall furnish to Ambac Assurance its records evidencing the
payments of principal of and interest on the Series 2005 Bonds which
have been made by the City or Bond Registrar and subsequently
recovered from Owners and the dates on which such payments were
made.
(f) In addition to those rights granted Ambac Assurance
under this Resolution, Ambac Assurance shall, to the extent it makes
payment of principal of or interest on Series 2005 Bonds, become
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subrogated to the rights of the reCIpIents of such payments in
accordance with the terms of the Municipal Bond Insurance Policy,
and to evidence such subrogation (i) in the case of subrogation as to
claims for past due interest, the Bond Registrar shall note Ambac
Assurance's rights as subrogee on the registration books of the City
maintained by the Bond Registrar upon receipt from Ambac
Assurance of proof of the payment of interest thereon to the Owners
of the Series 2005 Bonds, and (ii) in the case of subrogation as to
claims for past due principal, the Bond Registrar shall note Ambac
Assurance's rights as subrogee on the registration books of the City
maintained by the Bond Registrar, if any, upon surrender of the Series
2005 Bonds by the Owners thereof together with proof of the
payment of principal thereof.
(V) Unless the 2005 Bond Insurer shall be in default of its
obligations pursuant to the 2005 Bond Insurance Policy, the 2005
Bond Insurer shall be deemed to be the Holder of the 2005 Bonds for
purposes of consenting to amendments to the Bond Resolution, and
the provisions of Section 1002 in respect of such amendments, other
than the amendments described in clauses (a) through (e) of the first
sentence of Section 1002 of the Bond Resolution.
(c) A new Section 720 is added to the Bond Resolution to provide as follows:
"Section 720. Reserve Surety Provisions. Notwithstanding any provision to the contrary
contained herein, the following provisions shall apply while Ambac Assurance has issued a surety
bond in order to fund all or a portion of the Reserve Account Requirement for any Series 2005
Bonds:
(A) "Ambac Assurance" shall mean Ambac Assurance Corporation, a
Wisconsin-domiciled stock insurance company.
(B) "Surety Bond" shall mean the surety bond issued by Ambac
Assurance guaranteeing certain payments into the Series 2005
Reserve Subaccount with respect to the Series 2005 Bonds as
provided therein and subject to the limitations set forth therein.
(C) Any provision of this Resolution expressly recognizing or granting
rights in or to Ambac Assurance may not be amended in any manner
which affects the rights of Ambac Assurance hereunder without the
prior written consent of Ambac Assurance.
(D) Unless otherwise provided in this Section, Ambac Assurance's
consent shall be required in addition to Bondholder consent, when
required, for the following purposes: (i) execution and delivery of
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any amendment or change to this Resolution, (ii) removal of the Bond
Registrar and (iii) initiation or approval of any action not described
in (i) or (ii) above which requires Bondholder consent.
(E) While the Surety Bond is in effect, the City shall furnish to Ambac
Assurance, to the attention of the Surveillance Department:
(a) as soon as practicable after the filing thereof, a copy
of any financial statement of the City and a copy of any audit and
annual report of the City;
(b) a copy of any notice to be given to the registered
owners of the Series 2005 Bonds, including, without limitation,
notice of any redemption of or defeasance of Series 2005 Bonds, and
any certificate rendered pursuant to this Resolution relating to the
security for the Series 2005 Bonds; and
(c) such additional information as it may reasonably request.
(F) The City will permit Ambac Assurance to discuss the affairs, finances
and accounts of the City or any information Ambac Assurance may
reasonably request regarding the security for the Series 2005 Bonds
with appropriate officers of the City. The City will permit Ambac
Assurance to have access to and to make copies of all books and
records relating to the Series 2005 Bonds at any reasonable time.
(G) Notwithstanding any other provision of this Resolution, the Bond
Registrar or the City shall immediately notify Ambac Assurance, to
the attention of the General Counsel's office, if at any time there are
insufficient moneys to make any payments of principal and/or interest
on the Series 2005 Bonds as required, and immediately upon the
occurrence of any Event of Default hereunder.
(H) To the extent that the City enters into a continuing disclosure
agreement with respect to the Series 2005 Bonds, Ambac Assurance
shall be included as a party to be notified.
(1) As long as the Surety Bond shall be in full force and effect, the City
and any Bond Registrar agree to comply with the following
prOVISIOns:
(i) In the event and to the extent that moneys on deposit in the Bond
Service Subaccount and/or Redemption Subaccount, plus all amounts
on deposit in and credited to the Series 2005 Reserve Subaccount in
excess of the amount of the Surety Bond, are insufficient to pay the
amount of the principal and interest coming due, then upon the later
13
of (x) one (1) day after receipt by the General Counsel of Ambac
Assurance of a demand for payment in the form attached to the Surety
Bond as Attachment 1 (the "Demand for Payment"), duly executed by
the Bond Registrar certifying that payment due under this Resolution
has not been made to the Bond Registrar; or (y) the payment date of
Obligations as specified in the Demand for Payment presented by the
Bond Registrar to the General Counsel of Ambac Assurance, Ambac
Assurance will make a deposit of funds in an account with the Bond
Registrar or its successor, in New York, New York, sufficient for the
payment to the Bond Registrar of amounts which are then due to the
Bond Registrar under the Resolution (as specified in the Demand for
Payment) up to but not in excess of the Surety Bond Coverage, as
defined in the Surety Bond; provided, however, that in the event that
the amount on deposit in or credited to the Series 2005 Reserve
Subaccount of the Reserve Account, in addition to the amount
available under the Surety Bond, includes amounts available under a
letter of credit, insurance policy, surety bond, or other such funding
instrument (the "Additional Funding Instrument"), draws on the
Surety Bond and the Additional Funding Instrument shall be made on
a pro rata basis to fund the insufficiency;
(ii) the Bond Registrar shall, after submitting to Ambac Assurance the
Demand for Payment as provided in (i) above, make available to
Ambac Assurance all records relating to the funds and accounts
maintained under this Resolution;
(iii) the Bond Registrar shall, upon receipt of moneys received from
the draw on the Surety Bond, as specified in the Demand for
Payment, credit the subaccount of the Reserve Account to the extent
of moneys received pursuant to such Demand; and
(iv) the Series 2005 Reserve Subaccount shall be replenished in the
following priority: (x) principal and interest on the Surety Bond and
on any Additional Funding Instrument shall be paid first from
available funds on a pro rata basis; (y) after all such amounts are paid
in full, amounts necessary to fund the subaccount of the Reserve
Account to the required level, after taking into account the amounts
available under the Surety Bond and any Additional Funding
Instrument, shall be deposited from the next available funds.
(d) The defmition of "Renewal, Replacement and Improvement Account Requirement" contained
in Section 1 0 1 of the Bond Resolution is amended to provide as follows, and such amendment shall
be deemed incorporated into all Supplemental Resolutions adopted after the date hereof, so that it
shall not be necessary to obtain the consent of the Holders of such Bonds to such amendment.
However, such amendment shall not become effective until (i) the Outstanding principal amount of
the City's Utility System Revenue Bonds, Series 1996 and Utility System Revenue Refunding Bonds,
14
Series 2002 constitutes less than a majority of the principal amount of all Outstanding Bonds, (ii)
notice to the Holders of the Outstanding Series 1996 Bonds and Series 2002 Bonds shall have been
given in accordance with Section 1002 of the Bond Resolution, and (iii) the requirements of Section
718(e) of the Bond Resolution (added by Section 5(b) of Resolution No. ROI-193) shall have been
satisfied. As permitted by Section 1002 of the Bond Resolution, the Original Purchaser, by its
purchase of the Series 2005 Bonds, consents to the following amendment of the definition of
"Renewal, Replacement and Improvement Account Requirement."
"Renewal, Replacement and Improvement Account Requirement" shall mean an
amount equal to six percent of the Revenues for the preceding Fiscal Year or such
greater or lesser amount as determined by the City Commission by resolution from
time to time.
Section 6. Approval of Sale of the Series 2005 Bonds. The City hereby determines that a
negotiated sale of the Series 2005 Bonds is in the best interest of the City and the citizens and
inhabitants of the City by reason of the volatility of the market for tax exempt bonds. Attached
hereto as Exhibit "A" is a form of Bond Purchase Contract (the "Bond Purchase Contract"). The City
approves the Bond Purchase Contract together with such changes thereto as are necessary to reflect
the terms of the Series 2005 Bonds and to reflect the purchase price thereof, provided, that the
underwriter's discount shall not exceed $7.00 per thousand dollars of principal amount ofthe Series
2005 Bonds, and with such other completions, additions and/or changes as shall be approved by the
Authorized Representative, such approval to be conclusively established by such execution, and the
Authorized Representative is hereby authorized and directed for and in the name of the City to
execute and deliver the Bond Purchase Contract to the Original Purchaser. Prior to the execution
of the Bond Purchase Contract, the Original Purchaser shall file with the City the disclosure
statement required by Section 218.385, Florida Statutes, and the competitive bidding for the Series
2005 Bonds is hereby waived pursuant to the authority of Section 218.385(1), Florida Statutes.
Section 7. Execution and Delivery of the Series 2005 Bonds. The Authorized Signatory and
the City Clerk are hereby authorized and directed on behalf of the City to execute the Series 2005
Bonds as provided in the Bond Resolution and such officials are hereby authorized and directed upon
the execution of the Series 2005 Bonds in the form and manner set forth herein and in the Bond
Resolution to deliver the Series 2005 Bonds in the amount authorized to be issued hereunder to the
Bond Registrar for authentication (upon the satisfaction ofthe conditions of Section 210 of the Bond
Resolution) and delivery to or upon the order of the Original Purchaser upon payment of the
purchase price set forth herein.
Section 8. Application of Proceeds. Proceeds from the sale of the Series 2005 Bonds and
any amounts available under the Bond Resolution as a result of the refunding and defeasance of the
Refunded Bonds shall be applied for the purposes described herein as provided in a certificate
executed by the Authorized Signatory at or prior to the issuance of the Series 2005 Bonds.
Section 9. Bond Registrar. The City hereby appoints The Bank of New York Trust
Company, N.A. as Bond Registrar with respect to the Series 2005 Bonds. The form of Bond
Registrar Agreement attached hereto as Exhibit "B" is hereby approved and the Authorized Signatory
is hereby authorized and directed for and in the name of the City to execute, and the City Clerk is
15
authorized to attest and apply the seal of the City to the Bond Registrar Agreement, with such
changes, alterations and corrections thereto as shall be approved by the officials executing the same,
such execution to constitute conclusive evidence of such approval.
Section 10. Official Statement. The City hereby approves the form and content of, and
authorizes the use by the Original Purchaser in marketing the Series 2005 Bonds, of a Preliminary
Official Statement relating to the Series 2005 Bonds in the form of the document attached hereto as
Exhibit "C," together with such other changes, alterations and corrections therein as may be approved
by the Authorized Signatory, who is hereby authorized to approve the final form of the Preliminary
Official Statement, such approval to be conclusively established by the execution by the Authorized
Signatory of a certificate "deeming final" the Preliminary Official Statement for purposes of
Securities and Exchange Commission Rule 15c2-12, which execution is hereby authorized. The
preparation of a final Official Statement for the Series 2005 Bonds, which shall be in substantially
the form ofthe Preliminary Official Statement, changed to reflect the terms ofthe Series 2005 Bonds
and with such other changes, alterations and corrections therein as may be approved by the
Authorized Signatory, such approval to be conclusively established by such execution, is hereby
authorized, and upon preparation thereofthe Authorized Signatory is authorized and directed for and
in the name of the City to execute and deliver the Official Statement.
Section 11. Authorization for Bond Insurance. The Authorized Signatory is authorized, but
not obligated, to accept commitments from the 2005 Bond Insurer for the issuance of the 2005 Bond
Insurance Policy and a Reserve Account Insurance Policy and to execute, on behalf of the Issuer,
a Guaranty Agreement with respect to the Reserve Fund Insurance Policy.
Section 12. Compliance with Tax Requirements. The City hereby covenants and agrees, for
the benefit of the Bondholders from time to time of the Series 2005 Bonds, to comply with the
requirements applicable to it contained in Section 103 and Part IV of Subchapter B of Chapter I of
the Internal Revenue Code of 1986, as amended (the "Code") to the extent necessary to preserve the
exclusion of interest on the Series 2005 Bonds from gross income for federal income tax purposes.
Specifically, without intending to limit in any way the generality ofthe foregoing, the City covenants
and agrees:
(1) to pay to the United States of America from, to the extent legally available,
the funds and sources of revenues pledged to the payment of the Series 2005 Bonds, and
from any other legally available funds, at the times and to the extent required pursuant to
Section 148(f) ofthe Code, the excess ofthe amount earned on all non- purpose investments
(as defined in Section 148( 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 Series 2005 Bonds,
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;
16
(3) to refrain from using proceeds from the Series 2005 Bonds in a manner that
would cause the Bonds or any of them, to be classified as private activity bonds under
Section 141(a) of the Code; and
(4) to take or refrain from taking any action that would cause the Series 2005
Bonds, or any of them, to become arbitrage bonds under Section 1 03(b) and Section 148 of
the Code.
The City understands that the foregoing covenants impose continuing obligations on the City
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.
Unless otherwise specified in the Certificate as to Arbitrage and Other Tax Matters delivered
in connection with the issuance of the Series 2005 Bonds, the City shall designate a certified public
accountant, Bond Counsel, or other professional consultant having the skill and expertise necessary
(the "Rebate Analyst") to make any and all calculations required pursuant to this Section regarding
the Rebate Amount. Such calculation shall be made in the manner and at such times as specified in
the Code. The City shall engage and shall be responsible for paying the fees and expenses of the
Rebate Analyst.
Section 13. The Refunded Bonds and the Escrow Deposit Agreement. The redemption of
the Refunded Bonds as shall be described in the executed Escrow Deposit Agreement is authorized
and directed. The Escrow Deposit Agreement in the form attached hereto as Exhibit "D" is hereby
approved, subject to such changes, insertions, omissions, and filling in of blanks therein as may be
approved by the Authorized Signatory, such approval to be conclusively evidenced by the execution
of the Escrow Deposit Agreement by the Authorized Signatory. The Authorized Signatory and the
City Clerk are hereby authorized to execute and deliver the Escrow Deposit Agreement on behalf
of the City. The Escrow Agent under the Escrow Deposit Agreement shall be The Bank of New
York Trust Company, N.A.. The Authorized Signatory, Finance Director, Financial Advisor and
Escrow Agent, or any of them, are hereby authorized to subscribe for the purchase of any United
State Treasury Obligations -- State and Local Government Series to be purchased pursuant to the
Escrow Deposit Agreement.
Section 14. Continuing Disclosure.
(a) Disclosure of Annual Information. The City agrees, in accordance with the provisions
of Rule 15c2-12 in effect from time to time and applicable to the Series 2005 Bonds (the "Rule"),
promulgated by the Securities and Exchange Commission (the "Commission") pursuant to the
Securities Exchange Act of 1934, to provide, either directly or indirectly through a designated agent,
to each nationally recognized municipal securities information repository ("NRMSIR") as designated
and approved by the Commission and to the appropriate State of Florida information depository
("SID"), if any, operated or designated by the State, respectively, in accordance with the Rille, (i)
within 180 days following the end of each Fiscal Year of the City, commencing with the Fiscal Year
ending September 30, 2005 annual financial information and operating data concerning the Utility
System, of the type included in the Official Statement, including operating revenues, debt service
coverage by Net Revenues, rates and charges of the Utility System, summary of any capital
17
improvements plan, and information regarding permitted capacities and actual usage of capacities
of the Utility System and financial statements (audited, or, if not available during such time period,
unaudited) ofthe City and, (ii) if not submitted as part of such financial information and operating
data, then, when available, audited financial statements for the City prepared in accordance with
generally accepted accounting principles applicable to governmental entities from time to time. A
copy of such annual financial information and operating data will be provided by the City to the
Original Purchaser, the 2005 Bond Insurer and to the Bond Registrar for the Series 2005 Bonds as
designated by the City from time to time. (The information required to be disclosed in this paragraph
shall be hereinafter referred to as the "Annual Report.")
(b) Disclosure of Material Events. The City agrees to provide either directly or indirectly
through a designated agent, in a timely manner, to (i) each NRMSIR or to the Municipal Securities
Rulemaking Board ("MSRB") and (ii) the SID, if any, notice of the occurrence of any of the
following events with respect to the Series 2005 Bonds, if such event is material:
(i)
(ii)
(iii)
difficulties;
(iv)
difficulties;
(v)
(vi)
2005 Bonds;
(vii)
principal and interest payment delinquencies;
non-payment related defaults;
unscheduled draws on debt service reserves, if any, reflecting financial
unscheduled draws on credit enhancements, if any, reflecting financial
substitution of credit or liquidity providers, if any, or their failure to perform;
adverse tax opinions or events affecting the tax-exempt status of the Series
modifications to rights of the holders of the Series 2005 Bonds;
(viii) bond calls of the Series 2005 Bonds (other than scheduled mandatory
redemption) or any acceleration of the maturity thereof;
(ix) defeasances (in whole or in part) of Series 2005 Bonds;
Bonds;
(x) release, substitution, or sale of property securing repayment of the Series 2005
(xi) rating changes; and
(xii) any changes in the City's Fiscal Year.
18
(c) Notice of Failure. The City agrees to provide or cause to be provided, in a timely
manner, to (i) each NRMSIR or the MSRB and (ii) the SID, if any, notice of a failure by the City to
provide the Annual Report described in subsection ( a) above on or prior to the date set forth therein.
(d) Termination. The City reserves the right to terminate its obligation to provide the
Annual Report and notices of material events, as set forth above, if and when the City no longer
remains an obligated person with respect to the Series 2005 Bonds (within the meaning of the Rule).
If the City believes such condition exists, the City will provide notice of such termination to the
NRMSIR's, the MSRB and the SID.
(e) Undertaking for Benefit of Holders and Beneficial Owners. The City agrees that its
undertaking pursuant to the Rule described herein is intended to be for the benefit ofthe holders and
beneficial owners of the Series 2005 Bonds and shall be enforceable by any holder or beneficial
owner; provided that the right to enforce the provisions ofthis undertaking shall be limited to a right
to obtain specific enforcement of the City's obligations hereunder and any failure by the City to
comply with the provisions of this undertaking shall not be an event of default with respect to the
Series 2005 Bonds under the Resolution.
(f) Voluntary Disclosure Shall Not Bind City. Any voluntary inclusion by the City of
information in its Annual Report of supplemental information that is not required by the Rule shall
not expand the obligations of the City under the Rule and the City shall have no obligation to update
such supplemental information or include it in any subsequent report.
(g) Third Parties. The covenants described herein are solely for the benefit of the holders
and beneficial owners of the Series 2005 Bonds and shall not create any rights in any other parties.
(h) Amendment: Waiver. Notwithstanding any other provision of this Resolution, the
City may amend the provisions of this Section and any such provision maybe waived, provided that
the following conditions are satisfied:
(I) If the amendment or waiver relates to the provisions of paragraphs ( a),
(b), or (c) above, it may only be made in connection with a change in circumstances
that arises from a change in legal requirements, change in law, or change in the
identity, nature or status ofthe City or the type of business conducted by the City;
(2) The undertaking, as amended or taking into account such waiver,
would, in the opinion of nationally recognized bond counsel, have complied with the
requirements of the Rule at the time of the original issuance of the Series 2005
Bonds, after taking into account any amendments or interpretations of the Rule, as
well as any change in circumstances; and
(3) The amendment or waiver does not materially impair the interests of
holders and beneficial owners as determined either by parties unaffiliated with the
City or an obligated person, or by an approving vote of the holders of at least a
majority in aggregate principal amount of the then outstanding Series 2005 Bonds
pursuant to the terms of the Bond Resolution.
19
In the event of any such amendment or waiver of a provision described above, the City shall describe
such amendment or waiver in the next Annual Report, and shall include, as applicable, a narrative
explanation ofthe reason for the amendment or waiver and its impact on the type (or, in the case of
a change of accounting principles, on the presentation) of annual financial information or operating
data being presented by the City. In addition, if the amendment or waiver relates to the accounting
principles to be followed in preparing financial statements, (i) notice of such change shall be given
in the same manner as set forth in subsection (b) and (ii) the Annual Report for the year in which the
change is made must present a comparison (in narrative form and also, if feasible, in quantitative
form) between the financial statements as prepared on the basis ofthe new accounting principles and
those prepared on the basis of the former accounting principles.
Section 15. Authorizations. The Authorized Signatory, the City Clerk and the Finance
Director are hereby jointly and severally authorized to do all acts and things required of them by this
Resolution, the Bond Resolution, the Escrow Deposit Agreement, the Bond Registrar Agreement or
the Bond Purchase Contract, or desirable or consistent with the requirements hereof or thereof, for
the full, punctual and complete performance of all terms, covenants and agreements contained in the
Series 2005 Bonds, the Bond Resolution, this Resolution, the Escrow Deposit Agreement, the Bond
Registrar Agreement and the Bond Purchase Contract, and to make any elections necessary or
desirable in connection with the arbitrage provisions of Section 148 of the Code.
Section 16. Business Days. In any case where the date of maturity of interest on or principal
ofthe Series 2005 Bonds or the date fixed for redemption of any Series 2005 Bonds is not a Business
Day, then payment of principal, premium, if any, or interest need not be made on such date but may
be made on the next succeeding Business Day, with the same force and effect as if made on the date
of maturity or the date fixed for redemption.
Section 17. Resolution to Constitute a Contract. In consideration of the purchase and
acceptance of the Series 2005 Bonds authorized to be issued hereunder by those who shall be the
holders thereoffrom time to time, this Resolution shall constitute a contract between the City and
such holders, and all covenants and agreements herein and in the Bond Resolution set forth to be
performed by the City shall be for the equal benefit and security of all of the holders.
Section 18. No Implied Beneficiary. With the exception of any rights herein expressly
conferred, nothing expressed or mentioned in or to be implied from this Resolution or the Series
2005 Bonds is intended or shall be construed to give any person other than the City, the Original
Purchaser, the 2005 Bond Insurer, the Escrow Agent, the Bond Registrar and the Owners, any legal
or equitable right, remedy or claim under or with respect to this Resolution or the Bond Resolution
or any covenants, conditions, and provisions herein contained; this Resolution and the Bond
Resolution and all ofthe covenants, conditions and provisions hereof and thereof being intended to
be and being for the sole and exclusive benefit of the City, the Original Purchaser, the 2005 Bond
Insurer, the Escrow Agent, the Bond Registrar and the Owners.
Section 19. Severability. If any provision of this Resolution shall be held or deemed to be
or shall, in fact, be illegal, inoperative or unenforceable in any context, the same shall not effect any
other provision herein or render any other provision (or such provision in any other context) invalid,
inoperative or unenforceable to any extent whatsoever.
20
Section 20. Repealer. All Resolutions or parts thereof of the City in conflict with the
provisions herein contained or, to the extent of any such conflict, hereby superseded and repealed.
21
Section 21. Effective Date. This Resolution shall take effect immediately upon its adoption.
PASSED AND ADOPTED THIS 2ND DAY OF AUGUST, 2005.
(SEAL)
ATTEST:
CITY OF BOYNTON BEACH, FLORIDA
APPROVED AS TO FORM
AND LEGAL SUFFICIENCY:
By:
~
City Attorney
ayor
7~~CL
Commissioner
~issE~r ~~
Commissioner
22
EXHIBIT "A"
Bond Purchase Contract
CITY OF BOYNTON BEACH, FLORIDA
$_,_,000
UTILITY SYSTEM REVENUE REFUNDING BONDS
SERIES 2005
BOND PURCHASE CONTRACT
_ _,2005
City of Boynton Beach, Florida
100 East Boynton Beach Blvd.
Boynton Beach, Florida 33425
The undersigned, Bear, Steams & Co. Inc. (the "Underwriter"), offers to enter into this Bond
Purchase Contract (the "Purchase Contract") with the City of Boynton Beach, Florida (the "City"),
which, upon acceptance of this offer by the City, will be binding upon the City and upon the
Underwriter. This offer is made subject to written acceptance hereof by the City at or before 11 :59
p.m., Eastern Daylight Savings Time on the date hereof and, if not so accepted, will be subject to
withdrawal by the Underwriter upon notice delivered to the City at any time prior to the acceptance
hereofby the City.
I. Purchase and Sale. Upon the terms and conditions and in reliance on the
representations, warranties, covenants and agreements set forth herein, the Underwriter hereby agrees
to purchase from the City, and the City hereby agrees to sell and deliver to the Underwriter, all (but
not less than all) of the $_ _,000 aggregate principal amount City of Boynton Beach, Florida
Utility System Revenue Refunding Bonds, Series 2005 (the "Bonds"). The Bonds shall be dated the
Closing Date (as hereinafter defined). The purchase price for the Bonds shall be $ (the par
amount of the Bonds less an Underwriter's discount of $ and [plus][minus] net original
issue [premium] [ discount] of $ ).
The Bonds shall be as described in, and shall be issued and secured under the provisions of
Resolution No. R92-96 of the City Commission, as amended and supplemented, particularly as
amended and supplemented by Resolution No. R05-_ adopted by the City Commission on_
_,2005 (collectively, the "Resolution"). The Bonds shall mature at the times and in the amounts
and shall bear interest at the rates set forth in Appendix I hereto. The redemption provisions for the
Bonds are set forth in Appendix I hereto. The information required by Sections 218.385(2),(3) and
(6), Florida Statutes, to be provided to the City by the Underwriter is set forth in Appendix II hereto.
2. Delivery of Official Statements and Other Documents. (a) Prior to the date hereof,
the City shall have provided to the Underwriter for its review the Preliminary Official Statement
dated July _,2005 (the "Preliminary Official Statement") that the City deemed final as of its date,
except for certain omissions in connection with the pricing of the Bonds as permitted by Rule 15c2-
12 of the Securities and Exchange Commission under the Securities Exchange Act of 1934, as
amended (the "Rule"). The Underwriter has reviewed such Preliminary Official Statement prior to
the execution of this Purchase Contract.
(b) With its acceptance hereof, the City will deliver, at its expense, to the Underwriter
within seven (7) business days of the date hereof (or within such shorter period as may be requested
by the Underwriter in order to accompany any confirmation that requests payment from any customer
to comply with Rule G-32 of the Municipal Securities Rulemaking Board) copies of a final Official
Statement (the" Final Official Statement") (in such amount as may be mutually agreed upon), dated
the date hereof, together with all supplements and amendments thereto, substantially in the form of
the Preliminary Official Statement, with only such changes therein as shall have been accepted by
the Underwriter, signed on behalf of the City by an Authorized Representative. It is understood that
in undertaking to deliver the Final Official Statement pursuant to this paragraph, the City is not
taking any responsibility for the accuracy or completeness of the information in the Final Official
Statement concerning (the "Insurer") or The Depository Trust Company and its
book-entry only system of registration of the Bonds.
(c) The Underwriter shall give notice to the City on the date after which no participating
underwriter, as such term is defined in the Rule, remains obligated to deliver Final Official
Statements pursuant to paragraph (b)(4) of the Rule.
(d) At Closing, the City shall deliver or cause to be delivered to the Underwriter copies
of the Resolution, certified to by the City Clerk, all substantially in the form heretofore delivered to
the Underwriter, with only such changes therein as agreed upon by the Underwriter.
3. Representation of the Underwriter as to Authority. (a) The Underwriter is authorized
to execute this Purchase Contract.
(b) The Underwriter hereby represents that neither it nor any "person" or "affiliate" has
been on the" convicted vendor list" during the past 3 6 months as all such terms are defined in Section
287.133, Florida Statutes.
4. Public Offering. The Underwriter agrees to make an offering of all the Bonds at not
in excess of the initial public offering prices or lower than the yields set forth in Appendix I attached
hereto. The Underwriter reserves the right to make concessions to dealers and to change such initial
public offering prices or yields as the Underwriter reasonably deems necessary in connection with
the marketing of the Bonds. The City hereby authorizes the Underwriter to use the Final Official
Statement and the information contained therein in connection with the offering and sale of the
Bonds and ratifies and confirms its authorization of the use by the Underwriter prior to the date
hereof of the Preliminary Official Statement in connection with such offering and sale.
5. City's Representations. Warranties and Agreements. By its acceptance hereof, the
City represents and warrants to and agrees with the Underwriter that, as of the date hereof:
(a) The City is duly and validly existing as a municipal corporation.
(b) The City has full legal right, power and authority to issue and sell the Bonds as
contemplated by the Resolution and the Final Official Statement.
(c) The City has full legal right, power and authority to enter into this Purchase Contract
and the Escrow Deposit Agreement (the "Escrow Agreement") between the City and The Bank of
New York, as escrow agent (the "Escrow Agent") and to sell and deliver the Bonds to the
2
Underwriter as provided herein; by official action of the City taken prior to or concurrently with the
acceptance hereof, the Resolution has been duly adopted in accordance with the Constitution and the
laws of the State of Florida, including the charter ofthe City (collectively the "Act"); the Resolution
is in full force and has not been rescinded; this Purchase Contract and the Escrow Agreement when
executed by the City will be duly ~uthorized and delivered and will constitute the legal, valid and
binding obligations of the City enforceable in accordance with their terms, except as the enforcement
thereof may be affected by bankruptcy, insolvency, or other laws or the application by a court of
equitable principles generally affecting creditors' rights and except further as the enforcement of
indemnification provisions ofthe Purchase Contract and the Escrow Agreement may each be limited
by federal or state securities laws or public policy considerations; and the City has duly authorized
and approved the consummation by it of all other transactions contemplated by the Resolution, the
Final Official Statement, the Escrow Agreement and this Purchase Contract to have been performed
or consummated at or prior to the Closing Date.
(d) The execution and delivery of the Bonds, this Purchase Contract and the Escrow
Agreement and the adoption and implementation of the Resolution, and compliance with the
obligations on the City's part contained herein and therein, will not conflict with or constitute a
material breach of or material default under the Act or any federal or Florida constitutional provision,
law, administrative regulation, judgment, decree, loan agreement, indenture, bond, note, resolution,
agreement or other instrument to which the City is a party or to which the City or any of its
properties or other assets is otherwise subject, nor will any such execution, delivery, adoption,
implementation or compliance result in the creation or imposition of any material lien, charge or
other security interest or encumbrance of any nature whatsoever upon any of the properties or other
assets of the City under the terms of any such provision, law, regulation, document or instrument,
except as provided or permitted by the Bonds and the Resolution.
(e) All approvals, consents and orders of any governmental authority, legislative body,
board, agency or commission having jurisdiction which would constitute a condition precedent to
or the absence of which would materially adversely affect the due performance by the City of its
obligations under this Purchase Contract, the Escrow Agreement, the Resolution and the Bonds have
been, or prior to the Closing Date will have been, duly obtained; provided, however, that this
representation and warranty does not apply to such approvals, consents and orders as may be
required under the Blue Sky or securities laws of any state in connection with the offering and sale
of the Bonds, or to such official action by the City which the Resolution contemplates is to be taken
from time to time after the Closing.
(f) The Bonds when issued, registered and delivered in accordance with the Resolution
and sold to the Underwriter as provided herein and in accordance with the provisions of the
Resolution, will be valid and legally enforceable obligations of the City in accordance with their
terms and the terms of the Resolution, except as the enforcement thereof may be limited by
bankruptcy, insolvency, reorganization or other laws or the application by a court of equitable
principles; and the Resolution will provide, for the benefit of the holders from time to time of the
Bonds, a legally valid and irrevocable lien upon and pledge ofthe Pledged Revenues, as defined and
set forth in the Resolution, on a parity with the City's Utility System Revenue Refunding Bonds,
Series 2002.
3
(g) The information contained in the Preliminary Official Statement (as of its dated date)
and, as of its date, the Final Official Statement pertaining to the City was and is true and correct in
all material respects and does not contain any untrue statement of a material fact or omit to state a
material fact which is necessary to make the statements therein, in the light of the circumstances
under which they were made, not misleading.
(h) The City has not been in default at any time on or after December 31, 1975, as to
principal or interest with respect to any obligation issued or guaranteed by the City.
(i) Except as described in the Preliminary Official Statement or the Final Official
Statement, there is no action, suit, proceeding, inquiry or investigation, at law or in equity before or
by any court, governmental agency or public board or body, pending or, to the best knowledge of the
City, threatened:
(1) Which may affect the existence of the City or the titles of its officers to their
respective offices;
(2) Which may affect or which seeks to prohibit, restrain or enjoin the sale, issuance or
delivery of the Bonds, or the collection or disbursement ofthe Pledged Revenues to pay the principal
of, premium, if any, and interest on the Bonds, and to make other payments under the Resolution;
(3) Which in any way contests or affects the validity or enforceability of the Bonds, the
Resolution, this Purchase Contract or any of them;
(4) Which would cause the interest on the Bonds to be included in the federal gross
income of the holders of the Bonds; or
(5) Which contests in any way the completeness or accuracy of the Preliminary Official
Statement or the Final Official Statement or which contests the powers of the City or any authority
or proceedings for the issuance, sale or delivery of the Bonds, or the due adoption of the Resolution
or the execution and delivery of this Purchase Contract or any of them; nor, to the best knowledge
of the City, is there any basis therefor, wherein an unfavorable decision, ruling or finding would
materially adversely affect the validity or enforceability of the Bonds, the Resolution, the Escrow
Agreement or any of them.
U) The City will furnish such information, execute such instruments and take such other
action not inconsistent with law in cooperation with the Underwriter as the Underwriter may
reasonably request in order (i) to qualify the Bonds for offer and sale under the Blue Sky or other
securities laws and regulations of such states and other jurisdictions of the United States as the
Underwriter may designate, and (ii) to determine the eligibility of the Bonds for investment under
the laws of such states and other jurisdictions, and will use its best efforts to continue such
qualifications in effect so long as required for the distribution of the Bonds; provided that the City
shall not be obligated to qualify to do business or to take any action that would subject it to general
service of process in any state where it is not now so subject.
(k) If between the date of this Purchase Contract and the date which is the earlier of (i)
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90 days from the end of the "underwriting period", as determined in the Rule, (an event the
Underwriter is required to notify the City about pursuant to paragraph 2(c) above), or (ii) the time
when the Final Official Statement is available to any person from a nationally recognized municipal
securities information repository, but in no case less than 25 days following the end of the
underwriting period, any event shall occur which would or might cause the information contained
in the Final Official Statement, as then supplemented or amended, to contain any untrue statement
of a material fact or to omit to state a material fact required to be stated therein or necessary to make
the statements therein, in the light ofthe circumstances under which they were made, not misleading,
the City shall notify the Underwriter thereof, and if in the reasonable opinion of the Underwriter such
event requires the preparation and publication of a supplement or amendment to the Final Official
Statement, the City shall cooperate with the Underwriter in supplementing or amending the Final
Official Statement, the printing of which will be at the City's expense, in such form and manner and
at such time or times as may be reasonably called for by the Underwriter.
(I) The City covenants to comply with the requirements of the Internal Revenue Code
of 1986, as amended (the "Code") in order to maintain the exclusion from gross income of the
interest on the Bonds for purposes of federal income taxation. These requirements include, but are
not limited to, provisions which prescribe yield and other limits within which the proceeds of the
Bonds and other amounts are to be invested and require that certain investment earnings on the
foregoing must be rebated on a periodic basis to the Treasury Department of the United States.
(m) Except as disclosed in the Official Statement, the City has not been in default at any
time as to principal or interest with respect to any obligations issued or guaranteed by the City.
(n) The City has not failed to comply with any prior undertakings to provide continuing
disclosure pursuant to Rule 15c2-12(b)( 5) under the Securities Exchange Act of 1934, as amended.
6. Closing. At 10:00 a.m., prevailing time in the City, on _,2005 (such date
herein called the "Closing Date"), or at such later time or on such later date as may be mutually
agreed upon by the City and the Underwriter, the City shall, subject to the terms and conditions
hereof, deliver the Bonds, bearing proper CUSIP numbers, in the definitive form of one fully
registered typewritten Bond for each stated maturity of the Bonds, duly executed and authenticated.
In addition, at such time, on the Closing Date, the City shall also deliver, to the Underwriter, subject
to the terms and conditions hereof, the other documents hereinafter mentioned. Subject to the terms
and conditions hereof, the Underwriter shall accept delivery ofthe Bonds and pay the purchase price
of the Bonds as set forth in paragraph 1 hereof in Federal Funds to the order of the City (such
delivery of and payment for the Bonds herein called the "Closing"). The Closing shall occur at City
Hall or such other place as shall have been mutually agreed upon by the City and the Underwriter.
The Bonds shall be registered in the name of Cede & Co., or such other name as the Underwriter
shall request, and will be made available for inspection and checking by representatives of the
Underwriter at such place as shall be mutually agreed upon, not later than the business day prior to
the Closing Date.
7. Closing Conditions. The Underwriter is entering into this Purchase Contract in
reliance upon the representations, warranties and agreements of the City contained herein, and in
reliance upon the representations, warranties and agreements to be contained in the documents and
5
instruments to be delivered at the Closing, and upon the performance of the covenants and
agreements herein, as of the date hereof and as of the Closing Date. Accordingly, the Underwriter's
obligations under this Purchase Contract to purchase, to accept delivery of and to pay for the Bonds
shall be conditioned upon the performance of the covenants and agreements to be performed
hereunder and under such other documents and instruments to be delivered at or prior to the Closing
Date, and shall also be subject to the following additional conditions:
(a) The representations and warranties of the City contained herein shall be true,
comp lete and correct on the date hereof and on and as of the Closing Date, as if made on the Closing
Date.
(b) At the date of execution hereof and at the Closing Date, the Resolution shall have
been duly approved and adopted by the City, shall be in full force and effect, and shall not have been
amended, modified or supplemented, except in connection with the issuance of Additional Bonds
in compliance therewith and except to the extent to which the Underwriter shall have given its prior
written consent, and there shall have been taken in connection therewith and in connection with the
issuance of the Bonds all such action as, in the opinion of Moyle, Flanigan, Katz, Raymond &
Sheehan, P.A., Bond Counsel and Disclosure Counsel for the City, shall be necessary and
appropriate in connection with the transactions contemplated hereby.
(c) At the Closing there will be no pending or threatened litigation or proceeding of any
nature seeking to restrain or enjoin the issuance, sale or delivery of the Bonds, or the pledge or
application of the Pledged Revenues (other than as disclosed in the Final Official Statement) to pay
the principal of and interest on the Bonds or in any way contesting or affecting the validity or
enforceability of the Bonds, the Resolution, the Escrow Agreement and this Purchase Contract or
contesting in any way the proceedings of the City taken with respect thereto, or contesting in anyway
the due existence or powers of the City or the title of any of the members of the City Commission
or officials ofthe City to theirrespective offices, or ifsuch litigation does exist, the Underwriter will
receive an opinion of Josias, Goren, Cherof, Doody & Ezrol, P.A. City Attorneys, that any such
litigation is without merit.
(d) Except as described in the Final Official Statement, there shall have been no material
adverse change in the financial condition of the City since September 30,2004.
(e) At the Closing, the Underwriter shall receive the following documents, each dated
as of the Closing Date:
(i) The opinion of Moyle, Flanigan, Katz, Raymond & Sheehan, P.A., Bond Counsel,
dated the Closing Date, in substantially the form attached to the Final Official Statement as
Appendix D as well as (x) an opinion to the effect that the Bonds are "Additional Bonds" on a parity
with the City's other outstanding Bonds and (y) that the Refunded Bonds (as defined in the Final
Official Statement) have been legally defeased.;
(ii) An opinion of Bond Counsel, addressed to the Underwriter, to the effect that (i) the
Underwriter may rely upon the opinion referred to in paragraph (i) above as though addressed to it,
(ii) the information contained in the Final Official Statement under the headings "Introduction,"
6
"Purpose ofthe 2005 Bonds," "Description ofthe 2005 Bonds," "Security for the 2005 Bonds" and
"Covenants Concerning Ongoing Disclosure," (other than any information thereunder relating to The
Depository Trust Company and its book-entry system 0 f registration and apart from any engineering,
financial and statistical data contained therein as to which no opinion or belief needs to be
expressed), insofar as such information purports to be the descriptions or summaries of the
Resolution and the Bonds, constitutes fair and accurate statements of the matters set forth in such
documents, and (iii) the information contained in the Final Official Statement under the heading
"Tax Exemption" is correct in all material respects.
(iii) An opinion, dated the Closing Date and addressed to the Underwriter, of Goren,
Cherof, Doody & Ezrol, P.A. City Attorneys to the effect that (i) this Purchase Contract and the
Escrow Agreement have each been duly authorized, executed and delivered by the City and each
constitutes a legal, valid, and binding agreement of the City in accordance with their terms except
to the extent that the enforceability of the rights and remedies set forth therein may be limited by
bankruptcy, insolvency or other laws or the application by a court of equitable principles and except
further as the enforcement of indemnification provisions of this Purchase Contract may be limited
by federal or state securities laws or public policy considerations; (ii) the City has authorized,
executed and delivered the Final Official Statement; (iii) the information in the Final Official
Statement as to legal matters relating to the City, the Bonds, the Escrow Agreement and the
Resolution is correct in all material respects and does not omit any statement which, in their opinion,
should be included or referred to therein and, in addition, such counsel shall state that, based upon
their participation in the preparation ofthe Final Official Statement as City Attorneys and without
having undertaken to determine independently the accuracy, completeness or fairness of the
statements contained in the Final Official Statement (except to the extent expressly set forth in this
Subparagraph (iii)), as of the Closing nothing has come to their attention causing them to believe that
(A) the Final Official Statement as of its date contained any untrue statement of a material fact or
omitted to state a material fact required to be stated therein or necessary to make the statements
therein, in the light of the circumstances under which they were made, not misleading (except for
the financial and statistical information contained in the Final Official Statement as to all of which
no view shall be expressed), or (B) the Final Official Statement as ofthe Closing Date contains any
untrue statement of a material fact or omits to state a material fact required to be stated therein or
necessary to make the statements therein, in the light of the circumstances under which they were
made, not misleading (except as aforesaid), (it is understood that in undertaking to deliver the Final
Official Statement pursuant to this paragraph, the City is not taking any responsibility for the
accuracy or completeness ofthe information in the Final Official Statement concerning the Insurer
or The Depository Trust Company and its book-entry only system of registration of the Bonds); (iv)
to the best of their knowledge the City is not in material breach of or material default under any
applicable constitutional provision, law or administrative regulation of the State or the United States
or any applicable judgment or decree or any loan agreement, indenture, bond, note, material
resolution, material agreement or other material instrument to which the City is a party or to which
the City or any of its property or assets is otherwise subject, and no event has occurred and is
continuing that with the passage of time or the giving of notice, or both, would constitute a default
or event of default under any such instrument; and the execution and delivery of the Bonds, the
Escrow Agreement, this Purchase Contract, and the adoption of the Resolution and compliance with
the provisions on the City's part contained therein, will not conflict with or constitute a material
breach of or default under, any constitutional provision, law, administrative regulation, judgment,
7
decree, loan agreement, indenture, bond, note, resolution, agreement or other instrument to which
the City is a party or to which the City or any of its property or assets is otherwise subject, and any
such execution, delivery, adoption or compliance will not result in the creation or imposition of any
lien, charge or other security interest or encumbrance of any nature whatsoever upon any of the
property or assets of the City under the terms of any such law, regillation or instrument, except as
expressly provided by the Bonds or the Resolution; (v) the City has the right and power under the
Act to adopt the Resolution and the Resolution has been duly and lawfully adopted by the City, is
in full force and effect and constitutes the legal, valid and binding obligation of the City, enforceable
in accordance with its terms, subject to applicable bankruptcy, insolvency and similar laws affecting
creditors' rights generally and subject, as to enforceability, to general principles of equity (regardless
of whether enforcement is sought in a proceeding in equity or at law), and no other authorization is
required for the City to adopt the Resolution; (vi) to the best of their knowledge, there is no action,
suit, proceeding, inquiry or investigation at law or in equity before or by any court, government
agency, public board or body, pending or threatened against or affecting the City, nor is there any
basis for any such action, suit, proceeding, inquiry or investigation, wherein an unfavorable decision,
ruling or finding would have a materially adverse effect upon the transactions contemplated by the
Final Official Statement or the validity of the Bonds, the Resolution, the Escrow Agreement or this
Purchase Contract, except as described in the Final Official Statement; and (vii) all authorizations,
consents, approvals and reviews of govemmental bodies or regulatory authorities then required for
the City's adoption, execution or performance of the Bonds, the Resolution, the Escrow Agreement
and this Purchase Contract have been obtained or effected and, to the best of their knowledge, they
have no reason to believe that the City will be unable to obtain or effect any such additional
authorization, consent, approval or review that may be required in the future for performance of any
of them by the City.
(iv) A certificate, dated the Closing Date, signed by an Authorized Representative to the
effect that to the best knowledge of the signer: (i) the representations of the City herein are true and
correct in all material respects as of the Closing Date; (ii) the City has performed all obligations to
be performed hereunder as of the Closing Date; (iii) except as disclosed in the Final Official
Statement, there is no litigation pending or threatened (A) to restrain or enjoin the issuance or
delivery of any of the Bonds, (B) in any way contesting or affecting any authority for the issuance
of the Bonds or the validity ofthe Bonds, the Resolution, the Escrow Agreement or this Purchase
Contract, (C) in any way contesting the corporate existence or powers ofthe City, (D) to restrain or
enjoin the collection of revenues pledged or to be pledged to pay the principal of, premium, if any,
and interest on the Bonds, (E) which may result in any material adverse change in the business,
properties, assets and the financial condition of the City taken as a whole, or (F) asserting that the
Final Official Statement contains any untrue statement of a material fact or omits any material fact
necessary to make the statements therein, in light of the circumstances under which they were made,
not misleading; (iv) since September 30, 2004, no material adverse change has occurred in the
financial position or results of operations of the City except as set forth in or contemplated by the
Final Official Statement; (v) the City has not, since September 30, 2004, incurred any material
liabilities other than in the ordinary course of business or as set forth in or contemplated by the Final
Official Statement; (vi) the information contained in the Final Official Statement pertaining to the
City (except for the Insurer or The Depository Trust Company book-entry only system for which no
opinion need be expressed) did not as of its date, and does not as of the Closing Date contain any
untrue statement of a material fact or omit to state a material fact required to be included therein or
8
necessary in order to make the statements contained therein, in light of the circumstances in which
they were made, not misleading; and (vii) that the City has not been in default at any time on or after
December 31,1975, as to principal or interest with respect to any obligation issued or guaranteed
by the City.
(v) An opinion, dated the Closing Date and addressed to the Moyle, Flanigan, Katz,
Raymond & Sheehan, P.A., West Palm Beach, Florida, Disclosure Counsel for the City, to the effect
that (i) the Bonds are not subject to the registration requirements of the Securities Act of 1933, as
amended, and the Resolution is exempt from qualification pursuant to the Trust Indenture Act of
1939, as amended; and (ii) based upon their participation and their review of the Final Official
Statement as Disclosure Counsel and without having undertaken to determine independently the
accuracy, completeness or fairness of the statements contained in the Final Official Statement, as
of the Closing Date nothing has come to the attention of such counsel causing them to believe that
(A) the Final Official Statement as of its date contained any untrue statement of a material fact or
omitted to state a material fact required to be stated therein or necessary to make the statements
therein, in the light of the circumstances under which they were made, not misleading (except for
the financial and statistical information contained in the Final Official Statement as to which no view
need be expressed), or (B) the Final Official Statement as of the Closing Date contains any untrue
statement of a material fact or omits to state a material fact required to be stated therein or necessary
to make the statements therein, in the light of the circumstances under which they were made, not
misleading (except as aforesaid).
(vi) An opinion, dated the Closing Date and addressed to the Underwriter, of Moyle,
Flanigan, Katz, Raymond & Sheehan, P.A., West Palm Beach, Florida, Disclosure Counsel for the
City, to the effect that the continuing disclosure undertaking ofthe City contained in the Resolution,
pursuant to which the City has agreed to provide the information required by Rule 15c2-12(b)(5)
issued by the Securities and Exchange Commission under the Securities Exchange Act of 1934,
provides a suitable basis for the Underwriter in connection with the Offering (as defined in Rule
15c2-12), to make a reasonable determination as required by paragraph (b)(5) of said Rule;
(vii) An opinion, dated the Closing Date, and addressed to the Underwriter, from counsel
for the Insurer to the effect that: (i) the Insurer is a validly existing and in good
standing under the laws of the State of and qualified to do business therein and is
licensed and authorized to issue its financial guaranty insurance policies under the laws ofthe State
of Florida; (ii) the Bond Insurance Policy is valid and binding upon the Insurer and enforceable in
accordance with its terms, subject to applicable laws affecting creditors' rights; (iii) the Insurer, as
an insurance company, is not eligible for relief under the Federal Bankruptcy Laws (any proceedings
for the liquidation, conservation or rehabilitation of the Insurer would be governed by the provisions
of the ); and (iv) the statements described in the Final Official
Statement relating to the Insurer and the Bond Insurance Policy accurately and fairly present the
summary information set forth therein and do not omit any material fact with respect to the
description of the Insurer relative to the material terms of the Bond Insurance Policy or the ability
to the Insurer to meet its obligations under the Bond Insurance Policy.
(viii) A Rule 15c2-12 Certificate with respect to the Preliminary Official Statement signed
by the City Manager.
9
(ix) The verification report of Causey, Demgen & Moore as described under the section
entitled "Verification of Mathematical Computations" in the Final Official Statement.
(x) A copy of the executed Escrow Deposit Agreement.
(xi) Such additional legal opinions, certificates, instruments and other documents as the
Underwriter may reasonably request to evidence the truth and accuracy, as of the date hereof and as
of the Closing Date, of the City's representations and warranties contained herein and of the
statements and information contained in the Final Official Statement and the due performance or
satisfaction by the City on or prior to the Closing Date of all the agreements then to be performed
and conditions then to be satisfied by it.
(f)
Bonds.
The Insurer shall have issued its Bond Insurance Policy (the "Policy") insuring the
(g) The Bonds shall have received ratings of "AAA" and "Aaa" by Standard & Poor's
and Moody's Investors Service, respectively.
All of the evidence, opinions, letters, certificates, instruments and other documents,
mentioned above or elsewhere in this Purchase Contract shall be deemed to be in compliance with
the provisions hereof if, but only if, they are in form and substance satisfactory to the Underwriter
and the City.
If the conditions to the obligations of the Underwriter to purchase, to accept delivery of and
to pay for the Bonds contained in this Purchase Contract are not satisfied, or if the obligations of the
Underwriter to purchase, to accept delivery of and to pay for the Bonds shall be terminated for any
reason permitted by this Purchase Contract, this Purchase Contract shall terminate and neither the
Underwriter nor the City shall be under any further obligation hereunder, except that the respective
obligations of the City and the Underwriter set forth in paragraph 11 hereof shall continue in full
force and effect .
8. Termination.
(a) The Underwriter may terminate its obligation to purchase at any time before the
Closing Date if any of the following should occur:
(i) (1)Legislation (including any amendment thereto) shall have been introduced in or
adopted by either House of the Congress of the United States, or recommended to the Congress for
passage by the President of the United States or favorably reported for passage to either House of
the Congress by any Committee of such House; (2) a decision shall have been rendered by a court
established under Article III of the Constitution of the United States or by the United States Tax
Court; or (3) a release or official statement shall have been issued by the President of the United
States, by the Treasury Department of the United States or by the Internal Revenue Service; the
effect of which, in any such case described in clauses (1), (2) or (3) herein, would be to impose,
directly or indirectly, federal income taxation upon interest received on obligations of the general
10
character of the Bonds other than as imposed on the Bonds and income therefrom under the federal
tax laws in effect on the date hereof, in such a manner as in the judgment of the Underwriter would
materially impair the marketability or materially reduce the market price of obligations ofthe general
character of the Bonds; or
(ii) Any action shall have been taken by the Securities and Exchange Commission or by
a court which would require registration of any security under the Securities Act of 1933, as
amended, or qualification of any indenture under the Trust Indenture Act of 1939, as amended, in
connection with the public offering of the Bonds, or any action shall have been taken by any court
or by any governmental authority suspending the use of the Final Official Statement or any
amendment or supplement thereto, or any proceeding for that purpose shall have been initiated or
threatened in any such court or by any such authority; or
(iii) (1) The Constitution of the State of Florida shall be amended or an amendment shall
be proposed, (2) legislation shall be enacted, (3) a decision shall have been rendered as to matters
of Florida law, or (4) any order, ruling or regulation shall have been issued or proposed by or on
behalf of the State of Florida by an official, agency or department thereof, affecting the status of City,
its property or income, its bonds (including the Bonds) or the interest thereon which in the judgment
of the Underwriter would materially adversely affect the market price of the Bonds; or
(iv) (1) A general suspension of trading in securities shall have occurred on the New York
Stock Exchange, or (2) the United States becomes engaged in any outbreak of armed hostilities
(whether or not foreseeable at the time of execution hereof) or hostilities previously commenced
shall escalate, the effect of which in either case described in clauses (I) and (2), is, in the judgment
of the Underwriter, so material and adverse as to make it impracticable or inadvisable to proceed
with the public offering or the delivery of the Bonds on the terms and in the manner contemplated
in this Purchase Contract and the Final Official Statement, including without limitation any material
adverse effect on the market price of the Bonds; or
(v) An event occurs which, in the reasonable opinion of the Underwriter, requires a
supplement or amendment to the Final Official Statement and the information set forth in such
supplement or amendment adversely effects, in the reasonable opinion of the Underwriter, the
marketability of the Bonds; or
(vi) A general banking moratorium shall have been declared by authorities of the United
States, the State of New York or the State of Florida.
9. Expenses.
(a) Whether or not the Bonds are sold by the City to the Underwriter (unless such sale be
prevented at Closing by the Underwriter's default), the City shall be obligated to pay the following
expenses: (i) the cost of preparing and printing or other reproduction of the Resolution; (ii) the cost
of preparing and printing the Bonds, the Preliminary Official Statement and the Final Official
Statements; (iii) the fees and disbursements of Moyle, Flanigan, Katz, Raymond & Sheehan, P.A.,
incurred in its capacity as Bond Counsel; (iv) the fees and disbursements of Moyle, Flanigan, Katz,
Raymond & Sheehan, P.A., incurred in their capacity as Disclosure Counsel for the City; (v) the fees
11
and disbursements of the Escrow Agent, Paying Agent and the Bond Registrar; (vi) the fees and
expenses of Causey, Demgen & Moore for the verification report; and (vii) the fees and
disbursements of any other experts, accountants, consultants or advisors retained by the City.
(b) Whether or not the Bonds are sold by the City to the Underwriter (unless such sale be
prevented at Closing by the City's default), the Underwriter shall be obligated to pay all expenses
incurred by it in connection with the public offering of the Bonds.
10. Notices. Any notice or other communication to be given to the City under this
Purchase Contract may be given by delivering the same in writing to the address set forth above and
any notice or other communications to be given to the Underwriter under this Purchase Contract may
be given by delivering the same in writing to Bear, Steams & Co. Inc., 225 N.E. Mizner Blvd., Suite
500, Boca Raton, Florida 33432.
11. Parties in Interest.
(a) This Purchase Contract is made solely for the benefit ofthe City and the Underwriter
(including the successors or assigns of the Underwriter) and no other person shall acquire or have
any right hereunder or by virtue hereof. All of the representations, warranties and agreements of the
City contained in this Purchase Contract shall remain operative and in full force and effect (but shall
not be deemed to be continuing representations and warranties of the City), regardless of: (i) any
investigations made by or on behalf of the Underwriter; (ii) delivery of and payment for the Bonds
pursuant to this Purchase Contract; or (iii) any termination of this Purchase Contract, but only to the
extent provided by the last paragraph of Section 7 hereof.
(b) No covenant, stipulation, obligation or agreement contained in this Purchase Contract
shall be deemed to be a covenant, stipulation, obligation or agreement of any member, agent or
employee of the City Commission in his individual capacity and neither the members of the City
Commission nor any official executing this Purchase Contract shall be liable personally under this
Purchase Contract or be subject to any personal liability or accountability by reason of the execution
hereof.
12. Effectiveness. This Purchase Contract shall become effective upon the execution of
the acceptance hereof on behalf of the City by the Authorized Representative, all in accordance with
the requirements set forth in the Resolution, and shall be valid and enforceable at the time of such
acceptance.
13. Counterparts. This Purchase Contract may be executed in several counterparts, which
together shall constitute one and the same instrument.
14. Florida Law Governs. The validity, interpretation and performance of this Purchase
Contract shall be governed by the laws of the State of Florida.
15. Entire Agreement. This Purchase Contract when accepted by the City in writing as
heretofore specified shall constitute the entire agreement between us.
12
16. Headings. The headings of the paragraphs of this Purchase Contract are inserted for
convenience only and shall not be deemed to be part hereof.
BEAR, STEARNS & CO. INC.
By:
Name: J.W. Howard
Title: Managing Director
Accepted as of the date hereof:
CITY OF BOYNTON BEACH, FLORIDA
By:
Gerald Taylor, Mayor
G:\023451J7 Utility 2005\purchase contrac~2).wpd
13
EXHIBIT "B"
Registrar Agreement
BOND REGISTRAR AGREEMENT
THIS BOND REGISTRAR AGREEMENT is made and entered into as of August _,2005,
by and between the City of Boynton Beach, Florida (the "Issuer") and The Bank of New York Trust
Company, N.A. (the "Bank").
WHEREAS, the Issuer by the Resolution (as hereinafter defined), designated the Bank as
Bond Registrar (as defined in the Resolution) for its Utility System Revenue Refunding Bonds,
Series 2005 (the "Bonds"); and
WHEREAS, the Issuer and the Bank desire to set forth the Bank's duties as Bond Registrar
and the compensation to be paid the Bank for its services.
NOW, THEREFORE, it is agreed by the parties hereto as follows:
1. The Bank agrees to serve as Bond Registrar for the Bonds and to perform the duties
of Bond Registrar under Resolution No. 92-96 adopted by the City Commission of the Issuer on June
16,1992, as amended and supplemented, with respect to the Bonds (the "Resolution").
2. The Issuer shall timely deposit with the Bank sufficient funds from the accounts
established for the payment of the Bonds under the Resolution to pay when due and payable the
principal of, premium, if any, and interest on the Bonds.
3. The Bank shall use the funds received from the Issuer pursuant to paragraph 2 hereof
(and only such funds) to pay the principal of, premium, if any, and interest on the Bonds in
accordance with the Resolution. The Bank shall cremate cancelled Bonds and transmit to the Issuer
a certificate of destruction therefor.
4. The Bank shall be obligated to act only in accordance with the Resolution and any
written instructions received in accordance therewith, and is authorized hereby to comply with any
orders, judgments, or decrees of any court and shall not be liable as a result of its compliance with
the same.
5. The Bank may rely absol utel y upon the genuineness and authorization of the signature
and purported signature of any party upon any instruction, notice, release, request, affidavit,
certificate, opinion or other document delivered to it pursuant to the Resolution.
6. To the extent allowed by Florida law, the Issuer hereby agrees to indemnify the Bank
and its agents and hold it harmless from any and all claims, liabilities, losses, actions, suits, or
proceedings at law or in equity, or any other expenses, fees (including attorneys' fees and expenses),
or charges of any character or nature, which it may incur or with which it may be threatened by
reason of its acting as Bond Registrar under the Resolution, unless caused by the Bank's willful
misconduct or gross negligence; and in connection therewith, to indemnify the Bank against any and
all expenses, including attorneys' fees and the costs of defending any action, suit, or proceeding, or
resisting any claim. This Section shall survive termination ofthis Agreement.
7. The Bank may consult with counsel of its own choice and shall have sole and
complete authorization and protection for any action taken or suffered by it under the Resolution in
good faith and in accordance with the opinion of such counsel. The Bank shall otherwise not be
liable for any mistakes offact or errors of judgment, or for any acts or omissions of any kind unless
caused by the Bank's willful misconduct or gross negligence.
8. In consideration of the services rendered by the Bank as Bond Registrar, the Issuer
agrees to and shall pay to the Bank a fee in accordance with Exhibit A hereto during the term ofthis
Agreement, payable annually in advance, and all expenses, charges, attorneys' fees and expenses, and
other disbursements incurred byit or its attorneys, agents, and employees in and about the acceptance
and performance of its powers and duties as Bond Registrar. In the event the system for
immobilization of bond certificates (the book-entry only system) is terminated, the fee of the Bank
would be revised based upon the then current fee schedule ofthe Bank. This Section shall survive
termination of this Agreement.
9. The Bank shall, at all times, when requested to do so by the Issuer, furnish full and
complete information pertaining to its functions as the Bond Registrar with regard to the Bonds, and
shall without further authorization, execute all necessary and proper deposit slips, checks, certificates
and other documents with reference thereto.
10. Either of the parties hereto, at its option, may cancel this Agreement after giving thirty
(30) days written notice to the other party of its intention to cancel, and this Agreement may be
cancelled at any time by mutual consent of the parties hereto. This Agreement shall terminate
without further action upon final payment of the Bonds and the interest appertaining thereto.
11. In the event of a cancellation of this Agreement, the Issuer shall deliver any proper
and necessary releases to the Bank upon demand and the Bank shall, after payment of all amounts
owing to it hereunder, upon demand pay over the funds on deposit in connection with the Bonds and
surrender all registration books and related records, and the Issuer may appoint and name a successor
to act as Bond Registrar for the Bonds. The Issuer shall, in such event, notify all holders of the
Bonds of the appointment and name ofthe successor, by providing notice in the manner required by
the Resolution for the redemption of the Bonds.
12. This Agreement shall not be assigned by either party without written consent of the
other party.
13 . No modification of this Agreement shall be valid unless made by a written agreement,
executed and approved by the parties hereto.
14. Should any section or part of any section of this Agreement be declared void, invalid,
or unenforceable by any court of law for any reason, such determination shall not render void,
invalid, or unenforceable any other section or other part of any section of this Agreement.
15. This Agreement shall be governed by and interpreted in accordance with the laws of
the State of Florida.
16. ( a) The Issuer hereby instructs the Bank to pay the principal of and interest on the
Bonds at the dates specified in the Resolution.
(b) The Bank shall be under no liability for interest on any money received by it hereunder.
2
(c) Any money deposited with the Bank for the payment of the principal, redemption
premium, if any, or interest on any Bond and remaining unclaimed for three years after final maturity
of the Bond has become due and payable will be paid by the Bank to the Issuer, and the owner of
such Bond shall thereafter look only to the Issuer for payment thereof, and all liability of the Bank
with respect to such monies shall thereupon cease.
17. The Issuer and the Bank agree that the Bank may seek adjudication of any adverse
claim, demand, or controversy over its persons as well as funds on deposit, waive personal service
of any process, and agree that service of process by certified or registered mail, return receipt
requested, to the address set forth below, or such other address as designated in writing sent by one
party hereto to the other, shall constitute adequate service. The Issuer and the Bank further agree that
the Bank has the right to file a Bill ofInterpleader in any court of competent jurisdiction to determine
the rights of any person claiming any interest herein.
As to the Issuer:
City Manager
City of Boynton Beach
100 East Boynton Beach Boulevard
Boynton Beach, Florida 33425
As to the Bank:
The Bank of New York Trust Company, N.A.
10161 Centurion Parkway
2nd Floor
Jacksonville, Florida 32256
18. Reference is hereby made to Sections 205, 206, 214 and 306 ofthe Resolution, which
relate, respectively, to the exchange of Bonds, the negotiability, registration and transfer of Bonds,
mutilated, destroyed or lost Bonds and cancellation of Bonds.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed as
of the date first above written.
CITY OF BOYNTON BEACH, FLORIDA
By:
City Manager
THE BANK OF NEW YORK TRUST COMPANY, N.A.,
as Bond Registrar
By:
Its Authorized Signatory
0:\02345\37 Utility 2005\bond registrar agreement.wpd
3
EXHIBIT "C"
Preliminary Official Statement
PRELIMINARY OFFICIAL STATEMENT DATED AUGUST 3, 2005
This Preliminary Official Statement and the information contained herein are subject to completion
or amendment. These securities may not be sold nor may offers to buy be accepted prior to the time the
Official Statement is delivered in final form. Under no circumstances shall this Preliminary Official
Statement constitute an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of these
securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration
or qualification under the securities laws of any such jurisdiction.
NEW ISSUE - BOOK-ENTRY ONLY
RATINGS: Fitch: "AAA"
S&P: "AAA"
See "RATINGS" herein
In the opinion of Bond Counsel, under existing law and assuming continuing compliance by the City with certain covenants, interest on the 2005 Bonds will
be excluded from gross income for federal income tax purposes and interest on the 2005 Bonds will not be an item of tax preference for purposes of the federal alternative
minimum tax imposed on individuals and corporations. See, however, the information under the heading 'TAX EXEMPTION" herein for a description of certain taxes
on corporations and for a discussion of certain other tax consequences to holders of the 2005 Bonds. Bond Counsel is also of the opinion that the 2005 Bonds will be
exempt from all present intangible personal property taxes imposed by the State of Florida. See "TiJX EXEMPTION" herein.
$15,000,000*
City of Boynton Beach, Florida
Utility System Revenue Refunding Bonds
Series 2005
Dated: Date of Delivery
Due: November I, as shown helow
The City of Boynton Beach, Florida Utility System Revenue Refunding Bonds, Series 2005 (the "2005 Bonds") are being issued by the City of Boynton Beach,
Florida (the "City") as fully registered bonds and will be initially issued and registered to Cede & Co., as nominee of The Depository Trust Company, New York, New York
("DTC"), which will act as securities depository for the 2005 Bonds. Purchases of beneficial interests in the 2005 Bonds will be made in book-entry form only and the
purchasers will not receive physical delivery of the 2005 Bonds or any certificate representing their beneficial ownership interest in the 2005 Bonds. The 2005 Bonds will
be available to purchasers in principal denominations of$5,000and integral multiples thereofunder the book-entry system maintained by Dle through brokers and dealers
who are, or who act through, DTC Participants. For so long as Dle or its nominee, Cede & Co., is the registered owner of the 2005 Bonds, payments of principal and interest
will be made directly to Cede & Co. Disbursement of payments of principal and interest to individual purchasers is described under the heading "DESCRIPTION OF THE
2005 BONDS - Book-Entry-Only System" herein. Interest on the 2005 Bonds will be payable on November I, 2005 and semi-annually thereafter on each May I and
November I. The 2005 Bonds will not be subject to optional redemption prior to maturity but may be subject to mandatory redemption prior to maturity as described herein.
This cover page contains certain infonnation for quick reference only. It is not a summary ofthe issue. Investors must read theentire Official Statement
to obtain information essential to the making of an informed investment decision.
The 2005 Bonds are being issued for the principal pUlpose of refunding the City's outstanding Utility System Revenue Bonds, Series 1996 maturing on and after
November I, 2007.
The 2005 Bonds will be limited obligations of tile City payable solely from the Net Revenues derived by the City from the operation ofits water, sewer
and stormwater utility system (the "System"), certain Impact Fees and moneys and investments held in certain funds and accounts created by the Resolution
(collectively, the" Pledged Revenues"). The lien ofthe 2005 Bonds on the Pledged Revenues will he on a parity with the lien ofthe City's outstanding Utility System
Revenue Bonds, Series 1996 not refunded by the 2005 Bonds, the Gty's outstanding Utility System Revenue Refunding Bonds, Series 2002 and any Additional
Bonds (herein dermed). The 2005 Bonds will not constitute a general obligation, debt or liability of the City or ofthe State of Florida or any political subdivision,
agency or instrumentality of the City or the State of Florida within the meaning of any constitutional, statutory, or charter provisions or limitations and neither
the full faith and credit nor the taxing power of the State of Florida or tile City are pledged as security for the payment of the principal of, premium, if any, or
interest on the 2005 Bonds.
Payment ofthe principal of and interest on the 2005 Bonds when due will be insured by a financial guaranty insurance policy to be issued by Ambac Assurance
Corporation simultaneously with delivery of the 2005 Bonds.
[Insert Logo]
AMOUNTS, MATURITIES, INTEREST RATES AND PRICES OR YIELDS
$
Serial Bonds
Amotnlt
Maturity
Interest
Rate
Price or
Yield
CUSIP
Amotnlt
Maturity
Interest
Rate
Price or
Yield
CUSIP
$
_% Term Bonds due November 1,20__ - Price 100% - Yield_%
The 2005 Bonds are offered when, as and ifissued, subject to the satisfaction of certain conditions and subject to the unqualified approval oflegality and tax-
exempt status of Moy1e, Flanigan, Katz, Raymond & Sheehan, P.A., West Palm Beach, Florida, Bond Counsel and Disclosure Counsel to the City. Certain legal matters
will be passed upon for the City by its City Attorney, Goren, Cherof, Doody & Ezrol, P.A., Fort Lauderdale, Florida and for the Underwriter by its counsel Edwards & Angell,
LLP, West Palm Beach, Florida. It is expected that the 2005 Bonds will be delivered through the facilities of The Depository Trust Company in New York, New York, on
or about August _,2005.
BEAR, STEARNS & CO. INC.
The date of this Official Statement is _ -' 2005.
.Preliminary, subject to change.
CITY OF BOYNTON BEACH, FLORIDA
100 East Boynton Beach Boulevard
Boynton Beach, Florida 33425
Telephone: 561-375-6000
CITY COMMISSION
Gerald Taylor, Mayor
Bob Ensler, Vice Mayor
Muir C. Ferguson, Commissioner
Mack McCray, Commissioner
Carl McKoy, Commissioner
CITY OFFICIALS
Kurt Bressner, City Manager
William Mummert, Finance Director
Janet Prainito, City Clerk
CITY ATTORNEY
James Cherof
Goren, Cherof, Doody & Ezrol, P.A.
Fort Lauderdale, Florida
BOND AND DISCLOSURE COUNSEL
Moyle, Flanigan, Katz, Raymond & Sheehan, P.A.
West Palm Beach, Florida
FINANCIAL ADVISOR
RBC Dain Rauscher Inc.
St. Petersburg, Florida
No dealer, broker, salesman or other person has been authorized to make any representations, other than as
contained in this Official Statement, and if given or made, such other information or representations must
not be relied upon. This Official Statement does not constitute an offer to sell or the solicitation of an offer
to buy nor shall there be any sale of the 2005 Bonds by any person in any jurisdiction in which it is unlawful
for such person to make such offer, solicitation or sale. The information contained in this Official Statement
has been obtained from public documents, records and other sources considered to be reliable and, while not
guaranteed as to completeness or accuracy, is believed to be correct. The Underwriter has reviewed the
information in this Official Statement in accordance with and as part of its responsibilities to investors under
federal securities laws as applied to the facts and circumstances of this transaction, but the Underwriter does
not guaranty the accuracy or completeness of such information. Any statements in this Official Statement
involving estimates, assumptions and matters of opinion whether or not so expressly stated, are intended as
such and not as representations of fact, and the City expressly makes no representations that such estimates,
assumptions and opinions will be realized or fulfilled. No information, estimates, assumptions and matters
of opinion contained in this Official Statement, or any sale made hereunder shall under any circumstances
create any implication that there has been no change in the affairs of the City since the date hereof.
The information relating to the Ambac Assurance Corporation contained herein under the captions
"MUNICIPAL BOND INSURANCE" and "SECURITY FOR THE 2005 BONDS- RESERVE ACCOUNT-
AMBAC ASSURANCE SURETY BOND" has been furnished by Ambac Assurance Corporation. No
representation is made by the City or the Underwriter as to the accuracy or completeness of such information
or that there has not been any material adverse change in such information subsequent to the date of such
information. Neither the City nor the Underwriter has made any investigation into the financial condition of
Ambac Assurance Corporation, and no representation is made as to the ability of Ambac Assurance
Corporation to meet its obligations under the Financial Guaranty Insurance Policy or the 2005 Reserve
Account Surety Bond described herein.
THE 2005 BONDS HAVE NOT BEEN REGISTERED WITH THE SECURITIES AND EXCHANGE
COMMISSION UNDER THE SECURITIES ACT OF 1933, AS AMENDED, NOR HAS THE BOND
RESOLUTION BEEN QUALIFIED UNDER THE TRUST INDENTURE ACT OF 1939, AS
AMENDED, IN RELIANCE UPON EXEMPTIONS CONTAINED IN SUCH ACTS. THE
REGISTRATION OR QUALIFICATION OF THE 2005 BONDS IN ACCORDANCE WITH
APPLICABLE PROVISIONS OF THE SECURITIES LAWS OF THE STATES, IF ANY, IN WHICH
THE 2005 BONDS HAVE BEEN REGISTERED OR QUALIFIED AND THE EXEMPTION FROM
REGISTRATION OR QUALIFICATION IN CERTAIN OTHER STATES CANNOT BE
REGARDED AS A RECOMMENDATION THEREOF. NEITHER THESE STATES NOR ANY OF
THEIR AGENCIES HAVE PASSED UPON THE MERITS OF THE 2005 BONDS OR THE
ACCURACY OR COMPLETENESS OF THIS OFFICIAL STATEMENT. ANY
REPRESENTATION TO THE CONTRARY MAY BE A CRIMINAL OFFENSE.
THIS PRELIMINARY OFFICIAL STATEMENT HAS BEEN "DEEMED FINAL" BY THE CITY FOR
PURPOSES OF SECURITIES AND EXCHANGE COMMISSION RULE 15c2-12, EXCEPT FOR
PERMITTED OMISSIONS.
TABLE OF CONTENTS
Page
INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1
PURPOSE OF THE 2005 BONDS ...................................................... 1
DESCRIPTION OF THE 2005 BONDS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2
General ..................................................................... 2
Redemption Provisions for the 2005 Bonds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2
Selection of 2005 Bonds for Redemption. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 3
Notice of Redemption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . .. 3
Effect of Redemption .......................................................... 3
Book-Entry Only System ....................................................... 3
SECURITY FOR THE 2005 BONDS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5
General ..................................................................... 5
Definitions .................................................................. 6
Rate Covenant. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 7
Reserve Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8
Flow of Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 9
General Reserve Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 11
Issuance of Additional Bonds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 11
FINANCIAL GUARANTY INSURANCE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 13
General .................................................................... 13
Payment Pursuant to Financial Guaranty Insurance Policy ............................ 13
Ambac Assurance Corporation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 14
Available Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " 15
Incorporation of Certain Documents by Reference .................................. 15
ESTIMATED SOURCES AND USES OF FUNDS ........................................ 16
DEBT SERVICE REQUIREMENTS ................................................... 17
THE SYSTEM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 17
General .................................................................... 17
Service Area ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 17
Condition of the Overall System and System Performance . . . . . . . . . . . . . . . . . . . . . . . . . . .. 18
Administration .............................................................. 18
Water System ............................................................... 18
Wastewater System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 19
Stormwater System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 20
Rates and Customer Base . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 20
Historical Revenues .......................................................... 21
Impact Fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 22
System Customers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 22
THE CITY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 22
VERIFICATION OF MATHEMATICAL COMPUTATIONS ................................ 22
TAX EXEMPTION ................................................................. 23
LITIGATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 24
COVENANTS CONCERNING ONGOING DISCLOSURE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 24
UNDERWRITING. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 27
RATINGS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 27
LEGALITY ....................................................................... 27
EXCERPTS FROM COMPREHENSIVE ANNUAL REPORT. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 27
MISCELLANEOUS ................................................................ 27
AUTHORIZATION OF OFFICIAL STATEMENT ........................................ 28
-1-
APPENDIX A
APPENDIX B
APPENDIX C
APPENDIX D
APPENDIX E
Statistical and Other General Information Concerning the
City of Boynton Beach, Florida
Excerpts from Comprehensive Annual Financial Report of
the City for the Fiscal Year Ended September 30,2004
Summary of Certain Provisions of the Resolution
Proposed Form of Opinion of Bond Counsel
Specimen Financial Guaranty Insurance Policy
-11-
OFFICIAL STATEMENT
$15,000,000*
City of Boynton Beach, Florida
Utility System Revenue Refunding Bonds,
Series 2005
INTRODUCTION
The purpose of this Official Statement, including the cover page and appendices, is to set forth
certain information concerning the sale by the City of Boynton Beach, Florida (the "City") of its Utility
System Revenue Refunding Bonds, Series 2005, in the aggregate principal amount of $15,000,000* (the
"2005 Bonds").
The 2005 Bonds will be issued under and secured pursuant to Resolution No. 92-96 adopted by the
City Commission of the City (the "City Commission") on June 16, 1992, as amended and supplemented, in
particular by Resolution No. R05-_, adopted by the City Commission on August 2, 2005 (collectively, the
"Resolution") and the Constitution and laws of the State of Florida, particularly Chapter 166, Florida Statutes
and the Charter of the City. Copies of the Resolution are on file with the City at the office of the City Clerk,
and reference thereto is hereby made for a complete understanding of the terms of and security for the 2005
Bonds, the custody and application of the proceeds of the 2005 Bonds, the rights and remedies of the holders
of the 2005 Bonds and the rights, duties and obligations of the City. The 2005 Bonds will be issued on a
parity with the City's outstanding Utility System Revenue Bonds, Series 1996 not refunded by the 2005
Bonds (the "Unrefunded 1996 Bonds"), the City's outstanding Utility System Revenue Refunding Bonds,
Series 2002 (the "2002 Bonds") and any additional parity bonds issued pursuant to the Resolution (the
"Additional Bonds"). The Unrefunded 1996 Bonds, the 2002 Bonds, the 2005 Bonds and any Additional
Bonds are herein collectively referred to as the "Bonds."
The 2005 Bonds will be limited obligations of the City and will be secured and payable solely
from the Net Revenues (as hereinafter defined) derived by the City from the operation of its water,
sewer and stormwater utility system (the "System "), certain Impact Fees (as hereinafter defined), and
moneys and investments held in certain funds and accounts created by the Resolution (collectively, the
"Pledged Revenues"). Neither the faith and credit nor the taxing power of the City, the State of
Florida or any political subdivision thereof will be pledged to the payment of the principal of or
interest on the 2005 Bonds. See "SECURITY FOR THE 2005 BONDS" herein.
Ambac Assurance Corporation has issued its commitment to issue a financial guaranty insurance
policy insuring the payment of the principal of and interest on the 2005 Bonds simultaneously with the
delivery of the 2005 Bonds. See "FINANCIAL GUARANTY INSURANCE" herein.
All capitalized terms in this Official Statement not otherwise defined herein shall ha ve the meanings
set forth in Appendix C hereto, unless the context clearly indicates otherwise.
PURPOSE OF THE 2005 BONDS
The 2005 Bonds are being issued by the City for the principal purpose of providing funds, together
with other available funds of the City, to defease prior to maturity the City's outstanding Utility System
Revenue Bonds, Series 1996 maturing on and after November 1,2007 (the "Refunded Bonds").
*Preliminary, subject to change.
A portion of the proceeds derived from the issuance of the 2005 Bonds, and certain other funds of
the City, will be used for purpose of defeasing the Refunded Bonds. The City plans, upon funding of the
hereinafter described Escrow Deposit Trust Fund, to irrevocably call the Refunded Bonds for redemption
on November 1,2006 at a redemption price equal to 102% of the principal amount to be redeemed plus
accrued interest to the redemption date.
A portion of the proceeds derived from the sale of the 2005 Bonds, and other funds of the City, will
be deposited into an irrevocable Escrow Deposit Trust Fund (the "Escrow Deposit Trust Fund") held by The
Bank of New York Trust Company, N.A. (the "Escrow Agent") pursuant to an Escrow Deposit Agreement
(the "Escrow Agreement") between the City and the Escrow Agent, in an amount sufficient, together with
investment income thereon, to pay principal of, redemption premium and interest on the Refunded Bonds.
Pending disbursement to pay the Refunded Bonds, amounts in the Escrow Deposit Trust Fund will either be
held uninvested or will be invested in direct, noncallable United States Treasury Obligations. Upon the
funding and, if applicable, investment, of the Escrow Deposit Trust Fund, in the opinion of Bond Counsel,
rendered in reliance upon the verification report of Causey, Demgen & Moore Inc., independent certified
public accountants, the lien of the Refunded Bonds on the Pledged Revenues will have been defeased and
the Refunded Bonds will no longer be considered to be outstanding for purposes of the Resolution.
DESCRIPTION OF THE 2005 BONDS
General
The 2005 Bonds will be issued in the aggregate principal amounts shown on the cover page hereof.
The 2005 Bonds will be issued in fully registered form without coupons in principal denominations of$5,000
each or any integral multiple thereof, as described below under "Book -Entry-Only System." The 2005 Bonds
will be dated the date of delivery, will bear interest at the rates per annum, computed on the basis of a
360-day year consisting of twelve thirty-day months, and will mature on the dates and in the amounts set
forth on the cover page hereof. Interest on the 2005 Bonds will be payable on November 1, 2005, and
semi-annually thereafter on May 1 and November 1 of each year. The Bank of New York Trust Company,
N.A., will act as paying agent and Bond Registrar for the 2005 Bonds.
Redemption Provisions for the 2005 Bonds
Optional Redemption. The 2005 Bonds will not be subject to optional redemption prior to their
stated maturities.
Mandatory Redemption. The 2005 Bonds maturing on November 1, 20_ will be subject to
mandatory redemption in part prior to their maturity date at a redemption price equal to the principal amount
thereof, without premium, plus accrued interest to the redemption date, on November 1,20_ and on each
November 1 thereafter in the years and principal amounts set forth below (except for the final installment
due at maturity, which shall not be a redemption):
Year
Amount
* Maturity.
2
Selection of 2005 Bonds for Redemption
The City shall select the 2005 Bonds or portions thereof to be purchased or redeemed by lot. The
City shall promptly notify the Bond Registrar in writing of the numbers of the 2005 Bonds so selected for
redemption and in making such selection, each 2005 Bond shall be treated as representing that munber of
2005 Bonds of the lowest authorized denomination of2005 Bonds as is obtained by dividing the principal
amount of such 2005 Bond by such denomination.
Notice of Redemption
At least thirty (30) and not more than sixty (60) days prior to the redemption date, a notice of such
redemption: (i) shall be filed with the Bond Registrar and (ii) shall be mailed postage prepaid, to all
registered owners of the 2005 Bonds to be redeemed at their addresses as they appear on the registration
books maintained by the Bond Registrar, but failure of any bondholder to receive any such notice shall not
affect the validity of the proceedings for such redemption, and any defect in the giving of such notice of
redemption of any 2005 Bond shall not affect the validity of the redemption of any other 2005 Bond.
Effect of Redemption
On the date so designated for redemption, notice having been given in the manner and under the
conditions provided in the Resolution, the 2005 Bonds so called for redemption shall become and be due and
payable at the redemption price provided for redemption of such 2005 Bonds on such date, and, moneys for
payment of the redemption price being held in separate accounts by the Finance Director or by the Bond
Registrar in trust for the Holders of the 2005 Bonds to be redeemed, interest on the 2005 Bonds so called for
redemption shall cease to accrue, such 2005 Bonds shall cease to be entitled to any lien, benefit or security
under the Resolution, and the Holders or registered owners of such 2005 Bonds shall have no rights in
respect thereof except to receive payment of the redemption price thereof and accrued interest thereon.
Book-Entry Only System
Unless the book-entry system described herein is terminated, as hereinafter described, The
Depository Trust Company ("DTC"), New York, New York, will act as securities depository for the 2005
Bonds. The 2005 Bonds will be issued as fully registered securities registered in the name of Cede & Co.
(DTC's partnership nominee) or such other name as may be requested by an authorized representative of
DTC. One fully registered 2005 Bond certificate will be issued for each maturity of the 2005 Bonds, in the
aggregate principal amount of such maturity, and will be deposited with DTC or with the Trustee on behalf
ofDTC.
DTC, the world's largest depository, is a limited-purpose trust company organized under the New
York Banking Law, a "banking organization" within the meaning of the New York Banking Law, a member
of the Federal Reserve System, a "clearing corporation" within the meaning of the New York Uniform
Commercial Code and "clearing agency" registered pursuant to the provisions of Section 17 A of the
Securities Exchange Act of 1934. DTC holds and provides asset servicing for over 2 million issues of U.S.
and non-U.S. equity issues, corporate and municipal debt issues and money market instruments from over
85 countries that DTC's participants ("Direct Participants") deposit with DTC. DTC also facilitates the
settlement among Direct Participants of sales and other securities transactions in deposited securities, through
electronic computerized book-entry transfers and pledges between Direct Participant's accounts, thereby
eliminating the need for physical movement of securities certificates. Direct Participants include both U.S.
and non-U.S. securities brokers and dealers, banks, trust companies, clearing corporations and certain other
organizations. DTC is a wholly-owned subsidiary of The Depository Trust & Clearing Corporation
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("DTCC"). DTCC, in turn, is owned by a number of Direct Participants ofDTC and Members of the National
Securities Clearing Corporation, Fixed Income Clearing Corporation and Emerging Markets Clearing
Corporation, (NSCC, FICC and EMCC, also subsidiaries of DTCC), as well as by the New York Stock
Exchange, Inc., the American Stock Exchange, LLC, and the National Association of Securities Dealers, Inc.
Access to the DTC system is also available to others such as both U.S. and non-U.S. securities brokers and
dealers, banks, and trust companies that clear through or maintain a custodial relationship with a Direct
Participant, either directly or indirectly ("Indirect Participants"). DTC has Standard and Poor's highest rating:
AAA. The DTC rules applicable to its Participants are on file with the Securities and Exchange Commission.
More information about DTC can be found at www.dtcc.com and www.dtc.org.
Purchases of the 2005 Bonds under the DTC system must be made by or through Direct Participants,
which will receive a credit for the 2005 Bonds on DTC's records. The ownership interest of each actual
purchaser of each 2005 Bond (a "Beneficial Owner") is in turn to be recorded on the Direct and Indirect
Participants' records. Beneficial Owners will not receive written confirmation from DTC of their purchase,
but Beneficial Owners are expected to receive written confinnations providing details of the transaction, as
well as periodic statements of their holdings, from the Direct or Indirect Participant through which the
Beneficial Owner entered into the transaction. Transfers of ownership interests in the 2005 Bonds are to be
accomplished by entries made on the books of Direct and Indirect Participants acting on behalf of Beneficial
Owners. Beneficial Owners will not receive certificates representing their ownership interests in the 2005
Bonds, except in the event that use of the book-entry system for the 2005 Bonds is discontinued.
To facilitate subsequent transfers, all 2005 Bonds deposited by Participants with DTC are registered
in the name ofDTC's partnership nominee, Cede & Co. The deposit of 2005 Bonds with DTC and their
registration in the name of Cede & Co. effect no change in beneficial ownership. DTC has no knowledge of
the actual Beneficial Owners of the 2005 Bonds; DTC's records reflect only the identity of the Direct
Participants to whose accounts such 2005 Bonds are credited, which mayor may not be the Beneficial
Owners. The Direct and Indirect Participants will remain responsible for keeping account of their holdings
on behalf of their customers.
Conveyance of notices and other communications by DTC to Direct Participants, by Direct
Participants to Indirect Participants, and by Direct Participants and Indirect Participants to Beneficial Owners
will be governed by arrangements among them, subject to any statutory or regulatory requirements as may
be in effect from time to time.
Beneficial Owners of the 2005 Bonds may wish to take certain steps to augment the transmission
to them of notices of significant events with respect to the 2005 Bonds, such as redemptions, defaults and
proposed amendments to Bond documents. Beneficial Owners of the 2005 Bonds may wish to ascertain that
the nominee holding the 2005 Bonds for their benefit has agreed to obtain and transmit notices to Beneficial
Owners.
Redemption notices shall be sent only to Cede & Co. for so long as it is the registered owner of the
2005 Bonds. If less than all of the 2005 Bonds of a maturity are being redeemed, DTC's practice is to
determine by lot the amount of the interest of each Direct Participant in such maturity issue to be redeemed.
Neither DTC nor Cede & Co. (nor any other DTC nominee) will consent or vote with respect to the
2005 Bonds. Under its usual procedures, DTC mails an Omnibus Proxy to the City as soon as possible after
the record date. The Omnibus Proxy assigns Cede & Co.'s consenting or voting rights to those Direct
Participants to whose accounts the 2005 Bonds are credited on the record date (identified in a listing attached
to the Omnibus Proxy).
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Payments of principal, premium, if any, and interest on the 2005 Bonds will be made to Cede & Co.
or such other nominee as may be requested by an authorized representative of DTC. DTC's practice is to
credit Direct Participants' accounts on the payable date in accordance with their respective holdings shown
on DTC's records, unless DTC has reason to believe that it will not receive payment on the payable date.
Payments by Direct or Indirect Participants to Beneficial Owners will be governed by standing instructions
and customary practices, as is the case with securities held for the accounts of customers in bearer form or
registered in "street name" and will be the responsibility of such Participant and not of DTC, the Paying
Agent, or the City, subject to any statutory or regulatory requirements as may be in effect from time to time.
Payment of principal, premimn, if any, and interest to DTC is the responsibility of the City or the Paying
Agent, disbursement of such payments to Direct Participants shall be the responsibility of DTC, and
disbursement of such payments to the Beneficial Owners shall be the responsibility of Direct and Indirect
Participants.
DTC may discontinue providing its services as securities depository with respect to the 2005 Bonds
at any time by giving reasonable notice to the City. Under such circumstances, in the event that a successor
securities depository is not obtained, 2005 Bond certificates are required to be printed and delivered.
The City may decide to discontinue use of the system of book entry transfers through DTC (or a
successor securities depository). In that event, if the City does not appoint a successor depository, 2005 Bond
certificates will be printed and delivered.
THE CITY, THE BOND REGISTRAR AND THE UNDERWRITER CANNOT AND DO NOT
GIVE ANY ASSURANCES THAT DTC WILL DISTRIBUTE TO ITS PARTICIPANTS OR THAT
DIRECT PARTICIPANTS OR INDIRECT PARTICIPANTS WILL DISTRIBUTE TO BENEFICIAL
OWNERS OF THE 2005 BONDS (1) PAYMENTS OF THE PRINCIPAL OF OR INTEREST ON THE
2005 BONDS OR (2) REDEMPTION OR OTHER NOTICES, OR THAT THEY WILL DO SO ON A
TIMELY BASIS, OR THAT DTC, DIRECT PARTICIPANTS OR INDIRECT PARTICIPANTS WILL
SERVE AND ACT IN THE MANNER DESCRIBED IN THIS OFFICIAL STATEMENT. THE CURRENT
"RULES" APPLICABLE TO DTC ARE ON FILE WITH THE SECURITIES AND EXCHANGE
COMMISSION, AND THE CURRENT "PROCEDURES" OF DTC TO BE FOLLOWED IN DEALING
WITH ITS PARTICIPANTS ARE ON FILE WITH DTC.
Portions of the foregoing concerning DTC and DTC's book-entry system are based on information
furnished by DTC to the City. No representation is made herein by the City or the Underwriter as to the
accuracy or completeness of such information.
In the event the system of book-entry ownership of the 2005 Bonds is discontinued, transfers and
exchanges of the 2005 Bonds will be accomplished as described in Appendix C "Summary of Certain
Provisions of the Resolution" hereto.
SECURITY FOR THE 2005 BONDS
General
The principal of, premium, if any, and interest on the 2005 Bonds will be payable solely from and
secured by a pledge ofthe Pledged Revenues, which include (i) Net Revenues of the System, (ii) to the extent
hereinafter described, certain Impact Fees, and (iii) subject to the application thereof as provided in the
Resolution, amounts in certain funds and accounts established under the Resolution. The lien of the 2005
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Bonds on the Pledged Revenues will be on a parity with the Unrefunded 1996 Bonds, the 2002 Bonds and
any Additional Bonds issued under the Resolution.
THE BONDS DO NOT AND WILL NOT CONSTITUTE A GENERAL OBLIGATION, DEBT OR
LIABILITY OF THE CITY OR THE STATE OF FLORIDA OR ANY POLITICAL SUBDIVISION,
AGENCY OR INSTRUMENTALITY OF THE CITY OR THE STATE OF FLORIDA WITHIN THE
MEANING OF THE FLORIDA CONSTITUTION, AND NEITHER THE FULL FAITH AND CREDIT
NOR THE TAXING POWER OF THE CITY, THE STATE OF FLORIDA, OR ANY POLITICAL
SUBDIVISION THEREOF, IS OR WILL BE PLEDGED OR OBLIGATED AS SECURITY FOR THE
PAYMENT OF THE PRINCIPAL OF OR INTEREST ON ANY BONDS. THE BONDS ARE AND WILL
BE LIMITED OBLIGATIONS OF THE CITY AND THE HOLDERS OF THE BONDS SHALL HAVE NO
RIGHT TO REQUIRE THE IMPOSITION OF ANY TAX OR THE ESTABLISHMENT OF ANY RATE
OF TAXATION FOR THE PAYMENT OF THE PRINCIPAL OF OR INTEREST ON ANY BONDS.
Definitions
"Pledged Revenues" means (i) Net Revenues, (ii) to the extent provided in the Resolution, hnpact
Fees (see"The System-Impact Fees" for further information) and (iii) to the extent provided in the Resolution,
other amounts in certain funds and accounts created by the Resolution.
"N et Revenues" means for any particular period the amount of excess of the Revenues for such
period over the Current Expenses payable from the Revenue Account for such period, provided that for
purposes of determining whether or not the City can meet debt service coverage requirements with respect
to the issuance of Additional Bonds or determining whether or not the City has met its rate covenant, the term
"Net Revenues" shall not include Revenues deposited in the Rate Stabilization Account.
"Revenues" means all moneys received by the City in connection with or as a result of its ownership
or operation of the System, including any income derived from the sale of water produced, treated or
distributed by the System, or the collection, transmission, treatment or disposal of sewage or stormwater
runoff by the System, any proceeds of use and occupancy insurance on the System or any part thereof,
payments made to the City under Interest Rate Swaps, income from investment of money held under the
Resolution and amounts transferred from the Rate Stabilization Account to the Revenue Account pursuant
to the Resolution and any Assessments; but excluding (i) Impact Fees, (ii) special assessments other than any
Assessments, (iii) grants, contributions or donations, (iv) income from the investment of moneys in the
Construction Fund and the Impact Fee Account, (v) proceeds of insurance (except use and occupancy
insurance) and condemnation awards, (vi) money held in any Arbitrage Rebate Fund, (vii) proceeds of sales
of property constituting a part of the System or (viii) the proceeds of Bonds or other Utility Debt.
"Current Expenses" means the City's reasonable and necessary current expenses of maintenance,
repair and operation of the System, (a) including all ordinary and usual expenses of maintenance and repair,
which may include expenses not annually recurring, all reasonable City administrative expenses allocated
to the System pursuant to the Annual Budget, any reasonable payments to pension or retirement funds
properly chargeable to the System, insurance premiums, engineering expenses relating to maintenance, repair
and operation, expenses, including engineering expenses incurred in connection with the research and
development of improvements or planned or possible improvements to the System, fees and expenses of the
Bond Registrar, legal and accounting expenses, any fees, fmes, or penalties lawfully imposed on the System,
any taxes which may be lawfully imposed on the System or its income or operations and reserves for such
taxes or payments in lieu of such taxes as the Commission shall determine to pay, premiums for bond
insurance, interest rate insurance or insurance assuring availability ofthe amounts required to be on deposit
in the Reserve Account, fees for Credit Facilities or Liquidity Facilities, initial fees paid by the City to a
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party in consideration of the execution of an Interest Rate Swap (as opposed to payments made by the City
based upon the notional amount pursuant to the Interest Rate Swap) and any other expenses required to be
paid by the City under the provisions of the Resolution or by law, including any amounts required from time
to time to fund the Arbitrage Rebate Fund, (b) but Current Expenses shall not include any reserves for
extraordinary maintenance or repair, or any allowance for depreciation or amortization, or any deposits or
transfers to the credit of the Sinking Fund Account, the Reserve Account, the Rate Stabilization Account,
the Subordinated Indebtedness Account, the Renewal, Replacement and Improvement Account, the General
Reserve Account or the Impact Fee Account, and shall not include, for purposes of determining whether or
not the City has met its rate covenant, or determining whether or not the City can meet the debt service
coverage requirement with respect to the issuance of Additional Bonds, any City administrative expenses
allocated to the System.
"Impact Fees" means all non-refundable (except at the option ofthe City) capital recovery charges,
pollution control fees, capacity charges and other similar fees and charges separately imposed by the City
as a nonuser capacity charge for the proportionate share of the cost of expanding, oversizing, separating or
constructing Improvements to the System and any investment earnings from the investment of funds on
deposit in the Impact Fee Account, but excluding those charges imposed by the City on persons connecting
to the System for the cost of physically connecting thereto, including but not limited to the costs of
excavation, plumbing, installation of meters and landscaping.
Rate Covenant
The City has covenanted under the Resolution to fix, charge and collect reasonable rates and charges
for the use of the services and facilities furnished by the System and that from time to time, and as often as
it shall appear necessary, to adjust such rates and charges by increasing or decreasing the same or any
selected categories of rates and charges so that the Net Revenues will be sufficient to provide an amount in
each Fiscal Year at least equal to one hundred ten per centum (110%) of the Principal and Interest
Requirements for such Fiscal Year on account of the Bonds then Outstanding and one hundred per centum
(100%) of all amounts required to be deposited to the Reserve Account and the Renewal, Replacement and
Improvement Account.
The City has further covenanted under the Resolution that ifin any Fiscal Year the Net Revenues
shall be less than the amount required under the preceding paragraph, within 30 days of the receipt of the
audit report for such Fiscal Year, the City shall employ a Rate Consultant to review and analyze the financial
status of the System, to inspect the System and to submit, within 60 days thereafter, a written report to the
City recommending revisions of the rates, fees and charges of the System and the methods of operation of
the System that will result in producing the amount so required in the following Fiscal Year. Promptly upon
its receipt of such recommendations, the City shall transmit copies thereof to the City Manager and shall
revise its rates, fees and charges, or alter its methods of operation and take such other action as shall conform
with such recommendations.
If the City shall fail to comply with the recommendations of the Rate Consultant, the registered
owners of not less than ten per centum (10%) in principal amount of all Bonds then Outstanding may institute
and prosecute an action or proceeding in any court or before any board or commission having jurisdiction
to compel the City to comply with the recommendations and the requirements of the Rate Consultant.
If the City shall comply with all recommendations of the Rate Consultant in respect to its rates, fees,
charges and methods of operation, the failure of Net Revenues to meet the above described requirements
shall not constitute an Event of Default so long as the Revenues, together with available moneys in the funds
and accounts under the Resolution, are sufficient to pay in cash the Current Expenses and to pay the Principal
7
and Interest Requirements on all Outstanding Bonds and other Utility Debt, except any Subordinated
Indebtedness, for such Fiscal Year.
Reserve Account
General. The Resolution provides for the establishment and maintenance of a Reserve Account, and
separate subaccounts within the Reserve Account for each Series of Bonds issued pursuant to the Resolution,
in an amount (i) with respect to the 2005 Bonds, equal to the lesser of (a) 10% of the aggregate stated
principal amount of the 2005 Bonds Outstanding, (b) the maximum amount of principal and interest
scheduled to become due on the 2005 Bonds in the current or any succeeding Bond Year, or (c) 125% ofthe
average annual debt service on the Outstanding 2005 Bonds (calculated on a Bond Year basis at the time of
issuance only) and (ii) with respect to any Series of Additional Bonds, such funding requirement for the
Reserve Account, if any, as shall be established in the Series Resolution for such Series of Additional Bonds
(the "Reserve Account Requirement"). Moneys held for the credit of each subaccount in the Reserve Account
shall be used for the payment of the interest on, the principal of and the Amortization Requirements for the
Bonds for which such subaccount was established whenever and to the extent that moneys held for the credit
of the Bond Service Subaccount or the Redemption Subaccount in respect of such Bonds shall be insufficient
for such purpose. If at any time the moneys held for the credit of any such subaccount in the Reserve Account
shall exceed the Reserve Account Requirement for the Series for which such subaccount in the Reserve
Account was established, such excess shall be withdrawn and deposited to the credit ofthe Revenue Account.
In lieu of the required deposit into the Series 2005 Reserve Subaccount, the City may, with the
consent of any applicable issuer of a Credit Facility or Liquidity Facility then in effect, cause to be deposited
into the Series 2005 Reserve Subaccount a Reserve Account Insurance Policy or Reserve Account Letter of
Credit for the benefit of the Holders of the 2005 Bonds either in substitution for the full amount then on
deposit therein, or in an amount equal to the difference between the amount required to be deposited in the
Series 2005 Reserve Subaccount and the smn, if any, then on deposit in the Series 2005 Reserve Subaccount,
which Reserve Account Insurance Policy or Reserve Account Letter of Credit shall be payable (upon the
giving of notice as required thereunder) on any interest payment date on which a deficiency exists for the
2005 Bonds, which cannot be cured by moneys in any other fund or account held pursuant to the Resolution
and available for such purpose. To the extent required by the issuer of a Reserve Account Insurance Policy
or Reserve Account Letter of Credit, the City may enter into an agreement or agreements with a Depositary
for the purpose of depositing such Reserve Account Insurance Policy or Reserve Account Letter of Credit
with such Depositary and providing for utilization of proceeds of the Reserve Account Insurance Policy or
Reserve Account Letter of Credit as provided in the Resolution. If any such Reserve Account Insurance
Policy or Reserve Account Letter of Credit is substituted for moneys on deposit in the Series 2005 Reserve
Subaccount, the excess moneys in the Series 2005 Reserve Subaccount shall be applied to satisfy any such
deficiency in any of the funds or accounts under the Resolution, and any remaining balance shall be
deposited in the General Reserve Account.
The City has received a commitment from Ambac Assurance Corporation for the issuance of a
Reserve Account Insurance Policy in connection with the 2005 Bonds, and expects that upon issuance of the
2005 Bonds the Reserve Account Requirement for the 2005 Bonds will be satisfied by the issuance of such
Reserve Account Insurance Policy. See "Ambac Assurance Surety Bond" below for further information.
Ambac Assurance Surety Bond. In connection with the issuance of the 2005 Bonds, the City will
purchase a Reserve Account Insurance Policy in the form of a surety bond issued by Ambac Assurance for
the purpose of providing coverage equal to the Reserve Account Requirement for the 2005 Bonds (herein,
the" 2005Reserve Account Surety Bond"), which will be obtained by the City in lieu of any moneys required
to be deposited in the subaccount within the Series 2005 Reserve Subaccount relating to the 2005 Bonds, in
8
an amount equal to the Reserve Account Requirement for the 2005 Bonds. The 2005 Bonds will only be
delivered upon the issuance of the 2005 Reserve Account Surety Bond. The premium on the 2005 Reserve
Account Surety Bond is to be fully paid at or prior to the issuance and delivery of the 2005 Bonds. The 2005
Reserve ACCOlU1t Surety Bond provides that upon the later of (i) one (1) day after receipt by Ambac
Assurance of a demand for payment executed by the Bond Registrar certifying that provision for the payment
of principal of or interest on the 2005 Bonds, when due has not been made or (ii) the interest payment date
specified in the Demand for Payment submitted to Ambac Assurance, Ambac Assurance will promptly
deposit funds with the Bond Registrar sufficient to enable the Bond Registrar to make such payments due
on the 2005 Bonds, but in no event exceeding the Surety Bond Coverage, as defined in the 2005 Reserve
Account Surety Bond.
Pursuant to the terms of the 2005 Reserve Account Surety Bond, the Surety Bond Coverage is
automatically reduced to the extent of each payment made by Ambac Assurance under the terms ofthe 2005
Reserve Account Surety Bond and the City is required to reimburse Ambac Assurance for any draws under
the 2005 Reserve Account Surety Bond with interest at a market rate. Upon such reimbursement, the 2005
Reserve Account Surety Bond is reinstated to the extent of each principal reimbursement up to but not
exceeding the Surety Bond Coverage. The reimbursement obligation of the City is subordinate to the City's
obligations with respect to the Bonds.
In the event that a portion of the Series 2005 Reserve Subaccount is funded with cash, any draw on
the 2005 Reserve Account Surety Bond shall be made only after all cash in such subaccount is utilized. In
the event that the amount on deposit in, or credited to, the Series 2005 Reserve Subaccount, in addition to
the amount available under the 2005 Reserve Account Surety Bond, includes another Reserve Account
Insurance Policy or Reserve Account Letter of Credit (the "Additional Funding Instrument"), draws on the
2005 Reserve Account Surety Bond and the Additional Funding Instrument shall be made on a pro rata basis
to fund the insufficiency. The Resolution provides that the 2005 Reserve Subaccount shall be replenished
in the following priority: (i) principal and interest on the 2005 Reserve Account Surety Bond and on any
other Additional Funding Instrument shall be paid from first available Net Revenues on a pro rata basis; (ii)
after all such amounts are paid in full, amounts necessary to fund the 2005 Reserve Subaccount to the
required level, after taking into account the amounts available under the 2005 Reserve Account Surety Bond
and any Additional Funding Instrument shall be deposited from the next available Net Revenues.
The 2005 Reserve Account Surety Bond does not insure against nonpayment caused by the
insolvency or negligence of the Bond Registrar.
The insurance provided by the 2005 Reserve Account Surety Bond is not covered by the Florida
Insurance Guaranty Association.
See "FINANCIAL GUARANTY INSURANCE" below for information regarding Ambac Assurance.
Flow of Funds
Revenues will be collected by the City and deposited as received with a Depositary or Depositaries
to the credit of the Revenue Account. All moneys in the Revenue Account shall be held by the City in trust
and applied as follows:
On or before the 20th day of each month, except as provided hereafter, the City shall withdraw an
amount equal to the balance remaining in the Revenue Account, less an amount (to be held for the payment
of Current Expenses) equal to the amount shown by the Annual Budget to be necessary for Current Expenses
during the next two (2) ensuing months, and deposit the sum so withdrawn in the following order:
9
(a) to the credit of the Bond Service Subaccount of the Sinking Fund Account, an amount, together
with any amount concurrently deposited therein from the Impact Fee Account, equal to one-sixth (1I6th) of
the amount of interest payable on the Bonds of each Series on the next succeeding Interest Payment Date and
equal to one-twelfth (1/12th) or, if principal is payable semi-annually, one-sixth (1/6th), of the next maturing
installment of principal on all Serial Bonds then outstanding; provided, however, that in each month
intervening between the date of delivery of the 2005 Bonds, any Additional Bonds or any Refunding Bonds
(beginning with the month following the month in which such delivery takes place) and the next succeeding
Interest Payment Date and the next succeeding principal payment date, respectively, the amount specified
in this subparagraph shall be that amount which when multiplied by the number of deposits to the credit of
the Bond Service Subaccount required to be made during such respective periods as provided above will
equal the amounts required (in addition to any amounts received as accrued interest or capitalized interest
from the proceeds of such Bonds) for such next succeeding interest payment and next maturing installment
of principal, respectively; and provided further that on or before the 15th day ofthe month preceding any
Interest Payment Date or maturity date of Bonds, the required deposit to the Bond Service Subaccount shall
be the amount necessary, together with other amounts on deposit in such Subaccount, to provide for the
interest and principal coming due on such Interest Payment Date or maturity date;
(b) to the credit of the Redemption Subaccount of the Sinking Fund Account, an amount, together
with any amount concurrently deposited therein from the Impact Fee Account, equal to one-twelfth (l/12th)
or, if any Bonds are required to be retired semi-annually in satisfaction of the Amortization Requirements
therefor, one-sixth (1I6th), of the principal amount of Term Bonds of each Series then outstanding required
to be retired, in satisfaction of the Amortization Requirements, if any, for such Fiscal Year; provided that
on or before the 20th day of the month preceding the due date of any Amortization Requirement, the required
deposit to the Redemption Subaccount shall be the amount necessary, together with other amounts on deposit
therein, to provide for such Amortization Requirement;
(c) to the credit of the Reserve Account and the subaccounts therein, such amount, if any, of any
balance remaining after making the deposit described in clauses ( a) and (b) above (or the entire balance if
less than the required amount) which will be required to make the amount deposited to the credit of the
Reserve Account and the subaccounts therein in such month equal to the Reserve Account Deposit
Requirement for all Bonds for such month. In the event the amount available to be deposited in the Reserve
Account at any time is less than the Reserve Account Deposit Requirement for all Bonds at such time, the
amount available shall be allocated among the various subaccounts having a Reserve Account Deposit
Requirement pro rata, based upon the proportion that the Reserve Account Deposit Requirement for each
subaccount bears to the total Reserve Account Deposit Requirements for all subaccounts;
(d) to the credit of the Renewal, Replacement and Improvement Account, such amount, if any, of
any balance remaining after making the deposits described in clauses (a), (b) and (c) above (or the entire
balance if less than the required amount) as may be required to make the amount deposited in such month
to the credit of the Renewal, Replacement and Improvement Account equal to one-twelfth (l/12th) of the
difference between any lesser amount on deposit therein and the Renewal, Replacement and Improvement
Account Requirement for such Fiscal Year;
(e) to the credit of the Rate Stabilization Account, such amounts as shall be determined from time
to time by the Commission for crediting thereto;
(f) to the credit of any Arbitrage Rebate Fund, such amount as shall be determined from time to time
by the Commission for crediting thereto;
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(g) to the credit of the Subordinated Indebtedness Account, an amount, if any, of any balance
remaining after making the deposits under clauses ( a) through (f) above (or the entire balance ifless than the
required amount) equal to the sum of one-twelfth (l/12th) of the principal of, redemption premium, if any,
and interest coming due on any Subordinated Indebtedness during the next succeeding twelve month period
and the amount, if any, required to be deposited in any special reserve subaccount established within the
Subordinated Indebtedness Account as provided in the Resolution; and
(h) to the credit of the General Reserve Account, the balance, if any, remaining after making the
deposits described in clauses (a) through (g) above.
If the amount deposited in any month to the credit of any of the Accounts mentioned in (a) through
(h), inclusive, above shall be less than the amount required to be deposited therein under the Resolution, the
requirement therefor shall nevertheless be cumulative and the amount of any deficiency in any month shall
be added to the amount otherwise required to be deposited in each month thereafter until such time as all
such deficiencies have been made up.
General Reserve Account
The General Reserve shall be disbursed as follows:
(a) to pay the Cost ofImprovements;
(b) to purchase or redeem Bonds;
(c) to make up deficiencies in any of the accounts and funds created by the Resolution;
(d) to pay the Cost of any item qualifying as an authorized expenditure from the Renewal,
Replacement and Improvement Account;
(e) to make payments required under Interest Rate Swap agreements; and
(f) for any lawful use ofthe City as directed by the City Commission.
Issuance of Additional Bonds
The City may issue Additional Bonds under and secured by the Resolution, on a parity as to the
pledge of the Pledged Revenues with any other Bonds then Outstanding, provided that there shall be filed
with the City a written statement or report, with respect to such Additional Bonds being issued to provide
funds to pay the Cost of a Project, described in either (i) or (ii) below, or, with respect to Additional Bonds
issued to pay debt service on Utility Debt, described in (ii) below: (i) prepared by the Consulting Engineers
and demonstrating that the percentage derived by dividing the Net Revenues projected for the System, based
upon assumptions approved in writing by each issuer of a Credit Facility after an opportunity to review and
comment on such statement or report, for the Fiscal Year following the Fiscal Year in which the Completion
Date of the Improvements to be financed by the Additional Bonds then to be delivered is expected to occur,
as such Completion Date is established by the Consulting Engineers, adjusted as provided below, by the
Maximum Principal and mterest Requirements, including the Principal and Interest Requirements with
respect to the Additional Bonds then to be delivered, for any future Fiscal Year is not less than one hundred
ten per centum (llO%) or (ii) prepared by the Consulting Engineers, the Finance Director, the Accountant
or the Rate Consultant and demonstrating that the percentage derived by dividing the Net Revenues for any
period of twelve consecutive months selected by the City out of the twenty four months preceding the
11
delivery of such written statement or report, by the Maximum Principal and Interest Requirements, including
the Principal and Interest Requirements with respect to the Additional Bonds then to be delivered, for any
future Fiscal Year is not less than one hundred ten per centum (110%), provided, that for purposes of this
clause (ii), Net Revenues consisting of Impact Fees and amounts transferred from the Rate Stabilization
Account shall not account for more than 10% of the total Net Revenues. The period during which Net
Revenues are determined is referred to as the "Measurement Period".
In calculating Net Revenues for purposes of the preceding paragraph, the following adjustments to
Net Revenues may be made:
(1) If the City, prior to the issuance ofthe proposed Additional Bonds, shall have increased the rates,
fees, rentals or other charges for the services of the System, the Net Revenues for the Measurement Period
may be adjusted to show the Net Revenues which would have been derived from the System in such
Measurement Period as if such increased rates, fees, rentals or other charges for the services of the System
had been in effect during all of such Measurement Period.
(2) If the City shall have acquired or has contracted to acquire any privately or publicly owned
existing water system, sewer system or stormwater system, then the Net Revenues derived from the System
during the Measurement Period may be increased by addition to the Net Revenues for the Measurement
Period of the Net Revenues which would have been derived from said existing water system, sewer system
or stormwater system if such existing water system, sewer system or stormwater system had been a part of
the System during the Measurement Period. For the purposes of this paragraph, the Net Revenues derived
from said existing water system, sewer system or stormwater system during the Measurement Period shall
be adjusted by deducting the cost of operation and maintenance of said existing water system, sewer system
or stormwater system from the gross revenues of said existing water system, sewer system or stormwater
system in the same manner provided in the Resolution for the determination of Net Revenues, and adjusted
in each case to reflect municipal ownership of such system.
(3) If the City, in connection with the issuance of Additional Bonds, shall enter into a contract (with
a duration not less than the final maturity of such Additional Bonds) with any public or private entity
whereby the City agrees to furnish services in connection with any water system, sewer system or stormwater
system, then the Net Revenues of the System during the Measurement Period may be increased by the least
amount which said public or private entity shall guarantee to pay in anyone year for the furnishing of said
services by the City, after deducting therefrom the proportion of operating expenses and repair, renewal and
replacement cost attributable in such year to such services. Such payments shall be deemed to be Net
Revenues of the System and pledged for the Bonds in the same manner as other Net Revenues of the System.
(4) If the City covenants to levy Assessments or Impact Fees against property to be benefitted by
the Improvements (which levy will be done in accordance with State law), the cost of which shall be paid
from the proceeds of the proposed Additional Bonds and if in the case of Impact Fees, such Impact Fees are
legally available for application with respect to such Additional Bonds as permitted under the Resolution,
then the Net Revenues during the Measurement Period may be increased by an amount equal to one hundred
per centum (100%) of the amount which the Consulting Engineer estimates will be received in each year
from the levy of said Assessments or Impact Fees, as the case may be, within three years of the date of the
sale of such Additional Bonds, said amount to be the total received from the installment payments on the
Assessments or Impact Fees, as the case may be, plus, in the case of Assessments, any interest paid on the
unpaid portion of the Assessments. In the case of Assessments, the estimate of the Consulting Engineer shall
be based upon the preliminary assessment roll filed with the City prior to the construction of such
Improvements.
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(5) Should the City be constructing or acquiring additions, extensions or Improvements to the
System from the proceeds of such Additional Bonds and if the City shall have established rates, fees, rentals
or other charges to be charged and collected from users of such facilities when service is rendered, the Net
Revenues for the Measurement Period may be adjusted to show the Net Revenues estimated by the
Consulting Engineers or the Rate Consultant to be received from the users of the facilities to be financed,
during the first full Fiscal Year of operation after completion of the construction or acquisition of said
additions, extensions and improvements as if such rates, fees, rentals or other charges for such services had
been in effect during all of such Fiscal Year.
FINANCIAL GUARANTY INSURANCE
General
Ambac Assurance Corporation has issued its commitment to issue a financial guaranty insurance
policy (the "Financial Guaranty Insurance Policy") insuring the payment of the principal of and interest on
the 2005 Bonds simultaneously with the delivery of the 2005 Bonds.
The following information has been furnished by Ambac Assurance Corporation ("Ambac
Assurance" or the "Insurer") for use in this Official Statement. Reference is made to Appendix E for a
specimen ofthe Insurer's policy.
Payment Pursuant to Financial Guaranty Insurance Policy
Ambac Assurance has made a commitment to issue the Financial Guaranty Insurance Policy relating
to the 2005 Bonds effective as of the date of issuance of the 2005 Bonds. Under the terms ofthe Financial
Guaranty Insurance Policy, Ambac Assurance will pay to The Bank of New York, New York, New York or
any successor thereto (the "Insurance Trustee") that portion ofthe principal of and interest on the 2005 Bonds
which shall become Due for Payment but shall be unpaid by reason of Nonpayment by the District (as such
terms are defined in the Financial Guaranty Insurance Policy). Ambac Assurance will make such payments
to the Insurance Trustee on the later of the date on which such principal and interest becomes Due for
Payment or within one business day following the date on which Ambac Assurance shall have received
notice of Nonpayment from the Bond Registrar and Paying Agent. The insurance will extend for the term
of the 2005 Bonds and, once issued, cannot be canceled by Ambac Assurance.
The Financial Guaranty Insurance Policy will insure payment only on stated maturity dates and on
mandatory sinking fund installment dates, in the case of principal, and on stated dates for payment, in the
case of interest. If the 2005 Bonds become subject to mandatory redemption and insufficient funds are
available for redemption of all outstanding 2005 Bonds, Ambac Assurance will remain obligated to pay
principal of and interest on outstanding 2005 Bonds on the originally scheduled interest and principal
payment dates including mandatory sinking fund redemption dates. In the event of any acceleration of the
principal of the 2005 Bonds, the insured payments will be made at such times and in such amounts as would
have been made had there not been an acceleration.
In the event the Bond Registrar has notice that any payment of principal of or interest on a 2005
Bond which has become Due for Payment and which is made to a 2005 Bondholder by or on behalf of the
City has been deemed a preferential transfer and theretofore recovered from its registered owner pursuant
to the United States Bankruptcy Code in accordance with a final, nonappealable order of a court of competent
jurisdiction, such registered owner will be entitled to payment from Ambac Assurance to the extent of such
recovery if sufficient funds are not otherwise available.
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The Financial Guaranty Insurance Policy does not insure any risk other than Nonpayment, as defined
in the Financial Guaranty Insurance Policy. Specifically, the Financial Guaranty Insurance Policy does not
cover:
I. payment on acceleration, as a result of a call for redemption (other than mandatory sinking fund
redemption) or as a result of any other advancement of maturity.
2. payment of any redemption, prepayment or acceleration premium.
3. nonpayment of principal or interest caused by the insolvency or negligence of any trustee, if any, the
Bond Registrar or Paying Agent.
If it becomes necessary to call upon the Financial Guaranty Insurance Policy, payment of principal
requires surrender of 2005 Bonds to the Insurance Trustee together with an appropriate instrument of
assignment so as to permit ownership of such 2005 Bonds to be registered in the name of Ambac Assurance
to the extent of the payment under the Financial Guaranty Insurance Policy. Payment of interest pursuant to
the Financial Guaranty Insurance Policy requires proof of2005 Bondholder entitlement to interest payments
and an appropriate assignment of the 2005 Bondholder's right to payment to Ambac Assurance.
Upon payment of the insurance benefits, Ambac Assurance will become the owner of the 2005
Bonds, appurtenant coupon, if any, or right to payment of principal or interest on such 2005 Bonds and will
be fully subrogated to the surrendering Bondholder's rights to payment.
The insurance provided by the Financial Guaranty Insurance Policy is not covered by the Florida
Insurance Guaranty Association.
Ambac Assurance Corporation
Ambac Assurance is a Wisconsin-domiciled stock insurance corporation regulated by the Office of
the Commissioner ofInsurance of the State of Wisconsin and licensed to do business in 50 states, the District
of Columbia, the Territory of Guam, the Commonwealth of Puerto Rico, and the U.S. Virgin Islands, with
admitted assets of approximately $8,585,000,000 (unaudited) and statutory capital of approximately
$5,251,000,000 (unaudited) as of March 31, 2005. Statutory capital consists of Ambac Assurance's
policyholders' surplus and statutory contingency reserve. Standard & Poor's Credit Markets Services, a
division of The McGraw-Hill Companies, Inc., Moody's Investors Service and Fitch Ratings have each
assigned a triple-A financial strength rating to Ambac Assurance.
Ambac Assurance has obtained a ruling from the Internal Revenue Service to the effect that the insuring of
an obligation by Ambac Assurance will not affect the treatment for federal income tax purposes of interest
on such obligation and that insurance proceeds representing maturing interest paid by Ambac Assurance
under policy provisions substantially identical to those contained in its Financial Guaranty Insurance Policy
shall be treated for federal income tax purposes in the same manner as if such payments were made by the
Issuer of the 2005 Bonds.
Ambac Assurance makes no representation regarding the 2005 Bonds or the advisability of investing in the
2005 Bonds and makes no representation regarding, nor has it participated in the preparation of, this Official
Statement other than the information supplied by Ambac Assurance and presented under the headings and
"FINANCIAL GUARANTY INSURANCE" and "SECURITY FOR THE 2005 BONDS- RESERVE
ACCOUNT- AMBAC ASSURANCE SURETY BOND" herein.
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Available Information
The parent company of Ambac Assurance, Ambac Financial Group, Inc. (the "Company"), is subject
to the informational requirements ofthe Securities Exchange Act of 1934, as amended (the "Exchange Act"),
and in accordance therewith files reports, proxy statements and other information with the Securities and
Exchange Commission (the "SEC"). These reports, proxy statements and other information can be read and
copied at the SEC's public reference room at 450 Fifth Street, N.W., Washington, D.C. 20549. Please call
the SEC at 1-800-SEC-0330 for further information on the public reference room. The SEC maintains an
internet site at http://www.sec.gov that contains reports, proxy and information statements and other
information regarding companies that file electronically with the SEC, including the Company. These
reports, proxy statements and other information can also be read at the offices of the New York Stock
Exchange, Inc. (the "NYSE") at 20 Broad Street, New York, New York 10005.
Copies of Ambac Assurance's financial statements prepared in accordance with statutory accounting
standards are available from Ambac Assurance. The address of Ambac Assurance's administrative offices
and its telephone number are One State Street Plaza, 19th Floor, New York, New York, 10004 and (212) 668-
0340.
Incorporation of Certain Documents by Reference
The following documents filed by the Company with the Commission (File No. 1-10777) are
incorporated by reference in this Official Statement:
I. The Company's Annual Report on Form 1 O-K for the fiscal year ended December 31, 2004 and filed
on March 15, 2005;
2. The Company's Current Report on Form 8-K dated April 5,2005 and filed on April 11 , 2005;
3. The Company's Current Report on Form 8-K dated and filed on April 20, 2005;
4. The Company's Current Report on Form 8-K dated May 3,2005 and filed on May 5,2005;
5. The Company's Quarterly Report on Form IO-Q for the fiscal quarterly period ended March 31,2005
and filed on May 10, 2005.
All documents subsequently filed by the Company pursuant to the requirements of the Exchange Act after
the date of this Official Statement will be available for inspection in the same manner as described above
under the heading "Available Information."
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ESTIMATED SOURCES AND USES OF FUNDS
SOURCES OF FUNDS:
Principal Amount of 2005 Bonds
Net Original Issue Premium/Discount
Available City Funds (I)
TOTAL SOURCES:
USES OF FUNDS:
Deposit to Escrow Deposit Trust Fund
Costs of Issuance(2)
TOTAL USES:
(I)
Consists of amounts transferred from 1996 Reserve Subaccount and Bond Service Subaccount under
the Resolution.
Includes, among other things, underwriter's discount, counsel fees, registrar fees and bond insurance
and reserve surety premiums.
(2)
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DEBT SERVICE REQUIREMENTS
The following table sets forth the debt service requirements for the outstanding 2002 Bonds and the
2005 Bonds:
Total
Debt Service Total
Bond Year on Outstanding Annual
ending 1996 and 2002 2005 Bonds 2005 Bonds Debt Service
November 1 Bonds Principal Interest on Bonds
2006 $2,573,482.50
2007 3,813,835.00
2008 1,417,400.00
2009 1,416,650.00
2010 1,415,650.00
2011 1,414,400.00
2012 1,417,900.00
2013 3,670,900.00
2014 3,676,900.00
2015 3,670,643.76
2016 3,672,400.00
2017 3,672,850.00
2018 3,669,775.00
2019 3,672,900.00
2020 3,671,400.00
TOTAL $ $ $ $
(1) Based on Net Revenues for Fiscal Year ended September 30, 2004.
THE SYSTEM
General
The City provides water and wastewater services to a geographic area within Palm Beach County
about twice the size of the City itself. The City's water system includes facilities for raw water supply, water
treatment and water distribution. The City's wastewater system includes sewage collection and transmission.
The City also provides stormwater services within the City limits for all City-owned roadways, facilities and
canals.
Service Area
The System serves the City, the Town of Briny Breezes, a portion of the Town of Hypoluxo and
several unincorporated areas of Palm Beach County. The Town of Ocean Ridge, which is geographically
within the City's service area is also served by the City's water system, but has no sanitary sewers and relies
on a combination of septic tanks and small neighborhood package plants for wastewater treatment. The City
also provides wastewater collection service to the Village of Golf, but provides no water service. The City
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may extend its boundaries in the future through annexation of unincorporated areas of Palm Beach County,
which primarily lie to the west of existing City limits. Because most of the areas that may be annexed are
already encompassed by the water and wastewater service areas and connected to the water and wastewater
systems, annexation is not expected to have a significant effect on water and wastewater service demands,
even though the 25% rate surcharge currently imposed by the City with respect to service provided outside
the City limits would no longer apply to areas annexed by the City. Storm water services is limited strictly
to the area within the City limits.
Condition of the Overall System and System Performance
The City believes that the production, transmission, distribution, treatment and collection facilities
of the System are in good condition, well operated and maintained in accordance with usual utility practice
and can reasonably be expected to provide adequate and reliable service to meet the existing requirements
of the System In addition, the City believes that plant staffing is at a reasonable level and that staff is
receiving adequate training for operation of the System.
Administration
The Cityts Water and Sewer Utilities Department is divided administratively into ten divisions,
consisting of an administrative division and nine operating divisions. The Department is responsible for the
operation and maintenance of the water supply, treatment, distribution and storage facilities, wastewater
collection, pumping and transmission and stormwater system operations. Wastewater treatment facilities are
operated and maintained under the South Central Regional Wastewater Treatment and Disposal Board. The
Department operates its own billing system, with revenue collections handled by the Cityts Finance
Department.
Water System
The water system operated by the City consists of groundwater withdrawal, treatment, transmission,
storage, distribution, administration, and operations.
Treatment Plants and Well Fields. The City has two water treatment plants.
One plant, known as the East Water Treatment Plant (the "East WTP"), is capable of operating at
a maximum daily rate of 12.00 MGD. The East WTP treats the surficial groundwater withdrawn from the
East Well Field. The plant's facilities are capable of treating 20.5 MGD, but the plant's rating is limited to
12.00 MGD because of limited raw water supply.
The City's water system uses groundwater withdrawn from the surficial aquifer to supply water to
its treatment system. Currently, only the East Well Field, which comprises 19 active production wells, is used
to supply water to the East WTP. The City also operates one aquifer storage and recovery (ASR) well at the
East WTP, and is constructing a second ASR well, to store surplus water in the upper Florida aquifer.
The other treatment plant, known as the "West Water Treatment Plant" (the "West WTP") provides
8.5 MGD of finished water through the use of a nannofiltration membrane process, with up to 1.6 MGD
additional available by blending filtered water with the finished nannofiltration product. The City has also
begun design for an expansion of the West WTP to increase capacity. As part of this expansion, equipment
for three new raw water wells has been added.
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Water supply for the West WTP comes from the West Well Field immediately west of the West
WTP. The West Well Field includes ten wells. Only seven of the wells are needed for the 8 MGD capacity
of the West WTP. As the West WTP expands beyond its current capacity, the remainder of the wells in the
West Well Field will be utilized.
Water Distribution and Storage. The water distribution system covers the entire water service area.
Approximately 280 miles of piping comprise the system, ranging in size from 2 inches to 42 inches in
diameter. The storage capacity within the system includes one 1.5-MG elevated storage tank, a 1.4-MG clear
well at the East WTP, a 1.0-MG and two 3.0-MG ground storage tanks. The 1.5 MG elevated storage tank
is located immediately south of the East WTP.
Regulatory Framework and Compliance. The City operates the water system in such a manner that
all local, state and federal regulations are met. The City believes that the System will be able to meet all
existing and currently proposed regulatory standards.
The groundwater supply is regulated by the South Florida Water Management District ("SFWMD")
which regulates the withdrawal of water from the City's well fields. The City does not anticipate any inability
to legally obtain sufficient water with which to satisfy demand for the foreseeable future, although drought
conditions occur in the geographical area within which the City is located periodically, and one way in which
SFWMD protects the water supply in such conditions is by limiting the amount of water municipalities may
withdraw. When such limitations are imposed, the City in turn takes steps to reduce water usage, such as
through public awareness campaigns and by imposing limitations on irrigation; these steps do reduce the
amount of water usage, and they also reduce the Revenues of the System. The City will use both ASR wells
during drought or dry weather conditions to supplement supply from the surficial aquifer.
Capital Improvements. The City finished a capital improvement project to the East WTP in 1993
that renovated or replaced facilities which were not working properly or had become outdated. The City
continues a maintenance program that keeps existing facilities in proper operating condition.
The City currently has several capital expansion or improvement projects planned for the next
ensuing five year period. These projects include approximately $78,000,000 of capacity related
improvements to the water system, approximately $17,000,000 of non-capacity related water system
improvements, approximately $37,000,000 of wastewater improvement projects and approximately
$13,000,000 of stormwater improvement projects. The sources of funding for these improvements have not
been identified, and could include existing cash reserve/operating funds and/or additional debt.
Wastewater System
In 1974, the City entered into an interlocal agreement with the adjacent City of Del ray Beach, Florida
(the "Interlocal Agreement") for the provision of wastewater treatment, sludge disposal and eflluent disposal
on a regional level. The Interlocal Agreement creates a legal entity known as the South Central Regional
Wastewater Treatment and Disposal Board, composed of the five members of the respective City
Commissions of the two cities, who operate the South Central Regional Wastewater Treatment Plant (the
"Plant") through an executive director. Pursuant to the Interlocal Agreement, the two cities own the Plant
located within the corporate limits of the City of Delray Beach.
Wastewater Collection and Transmission. The existing wastewater collection and transmission
system consists of approximately 221 miles of gravity sewer, 67 miles of force main, and 150 lift stations.
The predominant pipe materials are vitrified clay for gravity sewers and ductile iron for force mains. A
hydraulic analysis of the system performed for the master plan in 1989 showed that the wastewater collection
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and transmission system appears to be sufficiently sized to meet projected future flows in most areas.
Recently some localized improvements have been included in the capital improvement program to allows
for increased densities in the City's downtown area. However, several improvements are needed to maintain
the system in good condition. These include replacement of 28 pumps per year throughout the System and
rehabilitation of pumps, electrical equipment and wet well coatings, concrete, and surfaces at six master lift
stations. The City is also installing additional stationary generators at 5 lift stations to maintain operation
during power outages or emergencies, thereby improving system reliability.
Regulatory Framework and Compliance. The City operates the wastewater system in such a manner
that all local, state and federal regulations are met. The City believes that the System will be able to meet all
existing and currently proposed regulatory standards.
Stormwater System
In 1993 the City formed a Stormwater Utility for the purpose of operating and maintaining the
existing stormwater system, and also to make the necessary improvements required by projected water
quality discharge standards. It has recently developed a regional stormwater detention facility in the
downtown area, and has been and will be expanding or improving storm water facilities throughout the
service area. The system currently comprises storm water detention ponds, roadside swales, and underground
pipmg.
Pursuant to the Resolution, in 1996 the stormwater utility, including all of its assets, liabilities and
revenues, became a part ofthe combined water, wastewater and stormwater System.
Rates and Customer Base
The City believes that the rates it charges for the services provided by the System are
reasonable and comparable to rates charges by similarly situated municipal utilities located in South Florida.
In addition, the City believes that it has a diverse customer base, with no material reliance upon any
customer, or small group of customers, for a material amount of the System revenues.
The methods used in developing the City's water, sewer and stormwater utility rates adhere to
generally accepted methodologies, policies and procedures and result in a corresponding rate structure that
generates sufficient revenues to maintain a self-supporting utility. The rates do not unduly discriminate
toward any class of customer.
Revenue requirements are often unique to a given utility. In all cases, conformance to bond covenants
and regulatory constraints provides one measure of revenue sufficiency. Also, it is the City's goal with
respect to the System to avoid operating losses, as measured by cash flow. Excluded from the cash flow test
are major capital projects to be funded through debt. Minor capital outlays and renewal and replacement are
generally included, reflecting the ongoing nature of some capital outlays.
The water, wastewater and stormwater activities, currently commingled within the same fund for
budgeting purposes, were treated as three distinct and separate funds for analysis. In so doing, a proper
matching of revenues and expenditures was developed for all three activities.
The water rate structure incorporates an inverted rate mechanism in the volumetric charge. As water
use increases, the cost per thousand gallons increases, the intent of which is to encourage conservation. Due
to water supply problems in the State of Florida, many municipal utilities are required by permit condition
of the water management districts to adopt conservation techniques such as the one enacted by the City.
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The City Commission has exclusive authority to establish and revise the rates. The City cannot
predict what future action, if any, will be taken by the Commission with respect to the current rates or the
current rate structure.
Historical Revenues
Shown below is a summary of the historical "Revenues," "Current Expenses" and "Net Revenues"
of the System, calculated in compliance with the requirements of the Resolution described under "Security
for the 2005 Bonds-Rate Covenant" above, for the following fiscal years ended September 30:
REVENUES(!)
Water Sales
Sewer Service
Stormwater Utility Fees
Interest Income
Miscellaneous Income(2)
TOTAL REVENUES
2002 2003 2004
$ 10,201,169 $ 10,888,665 $ 11,712,636
11,204,950 11,261,264 11 ,665,629
3,406,276 3,144,092 3,194,392
2,364,611 1,725,957 858,044
483,291 481,215 129,652
$ 27,660,297 $ 27,501,193 $ 27,560,353
$ 14,395,176 $ 15,185,354 $ 19,574,242
$13,265,121 $ 12,315,839 $ 7,986,111
$ 4,085,000 $ 4,085,000 $ 4,085,000
CURRENT EXPENSES
NET REVENUES
MAXIMUM ANNUAL DEBT
SERVICE OF THE
UNREFUNDED 1996 BONDS,
2002 BONDS AND 2005 BONDS(3)
3.24x
3.01x
1.95x
PROFORMA COVERAGE
IMPACT FEES(4)
$2,841,673
$3,253,621
$2,645,716
(3)
Source: City of Boynton Beach Department of Finance
(I) Does not include Impact Fees or interest earnings on Construction Fund. See "Impact Fees" below.
(2) Miscellaneous Income includes: Interest deposits, Bell South lease, utility tax administrative fee and
discounts.
Based upon actual debt service for Unrefunded 1996 Bonds and 2002 Bonds and estimated debt
service for 2005 Bonds as provided by the financial advisor. Preliminary and subject to change.
Consists of total Impact Fees. Approximately 56% of debt service on 2002 Bonds and 30.78% of
debt service on 2005 Bonds may lawfully be paid from Impact Fees.
(4)
The increase in current expenses from 2002 to 2004 is attributable to general increases in costs of goods and
services and in 2004 there were also two non-recurring expenses: (i) a charge to the System in the amount
of approximately $1.2 million to fund a contribution to the City's self-insurance fund in an amount deemed
by the City to reflect the Utility System's fair-share of the cost of the City's self-insurance, and (ii) a non-cash
charge of approximately $900,000 to reflect a change in the value of the City's ownership interest of the
wastewater Plant.
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Impact Fees
Impact Fees are one time payments made by new customers at the time a unit is connected to the
System. The Impact Fee rates are designed to ensure that each new customer connecting to the System will
pay a fair share of the costs incurred by the City in constructing the facilities needed to serve such new
customers. The amount of the Impact Fee per equivalent connection or dwelling unit paid by the new
customer will be the one that is in effect at the time of connection to the System.
Judicial rulings in the State of Florida have determined that hnpact Fees may be imposed and
expended only to cover the expansion of a utility system that is necessary to service new customers. As a
result, the City is of the opinion that hnpact Fees can be used to pay debt service only to the extent that such
payments reflect costs incurred to expand the System to service new customers. The City has determined that
approximately 30.78% of the proceeds of the 1996 Bonds were attributable to the expansion of the System
and that, therefore, 30.78% of the debt service on the portion of the 2005 Bonds may be paid from hnpact
Fees. Approximately 56% of the debt service on the Series 2002 Bonds may ;awfully be paid from impact
fees. For the Fiscal Year ended September 30,2004, the City collected $$2,645,716 in hnpact Fees.
System Customers
As of December, 2004, the System provided water service to approximately 31,000 residential
accounts, comprised of over 50,000 residential units, and over 1600 commercial accounts, sewer service to
approximately 30,000 residential accounts, comprised of approximately 49,000 residential units, and
approximately 1500 commercial accounts, and stormwater service to 21,000 accounts.
THE CITY
The City is a municipal corporation with an estimated population of approximately 62,000 organized
and existing under the laws of the State of Florida. The City is located in Palm Beach County approximately
13 miles south of West Palm Beach and 30 miles north of Fort Lauderdale and covers approximately 15
square miles. The City is governed by a Commission-Manager form of government and employs both a full-
time city manager and a full-time director of finance, who has responsibility for all internal auditing and
financial record keeping operations of the City.
The major segments of the economy of the area are retail and wholesale trade, real estate, finance,
tourism, agriculture, professional services and light manufacturing. Several light industries are located in the
City of Boynton Beach, with manufactured products ranging from paper processing machinery to electrical
switches.
For additional information regarding the City, see "Appendix A -- Statistical and Other General
Information Concerning the City of Boynton Beach."
VERIFICATION OF MATHEMATICAL COMPUTATIONS
The accuracy of (i) the mathematical computation of the adequacy of the maturing principal amount
of and interest on the investments and cash, if any, to be held by the Escrow Agent to pay, when due, the
principal of, premium and interest on the Refunded Bonds to the dates of their maturities or earlier
redemption and (ii) the mathematical computation of yields on the 2005 Bonds and the proceeds thereofwill
be verified by Causey, Demgen & Moore Inc., independent certified public accountants, whose report with
respect thereto will be available upon delivery of the 2005 Bonds.
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TAX EXEMPTION
The Internal Revenue Code of 1986, as amended (the "Code"), provides that the interest on state and
local governmental bonds will not be included in the gross income for federal income tax purposes of the
owner thereof only if certain requirements are met, some of which must be met on a continuing basis,
subsequent to the issuance and delivery ofthe 2005 Bonds. Although the City has covenanted to comply with
such requirements, noncompliance with such requirements could cause the interest on the 2005 Bonds to be
included in gross income for federal income tax purposes retroactive to the date of issue of the 2005 Bonds
regardless of the date on which such noncompliance occurs or is ascertained. Those requirements include,
but are not limited to, provisions which prescribe yield and other limits within which the proceeds of the
2005 Bonds and other amounts are to be invested and which require that certain investment earnings on the
foregoing be rebated on a periodical basis to the Treasury Department of the United States.
The ability of Bond Counsel to deliver its final approving opinion in substantially the form attached
hereto as Appendix D on the date of issuance of the 2005 Bonds is subject to its review and analysis as of
the date of issuance of certain matters, including, among others, pertinent provisions of statutes, regulations,
rulings and court decisions, including, but not necessarily limited to, Florida law and federal income tax then
in effect or proposed to be in effect. Bond Counsel has advised the City and the Underwriter that, subject to
its review and analysis of certain assumptions, its expects to be able to issue on the closing date an opinion
substantially in the form attached hereto as Appendix D.
In the opinion of Moyle, Flanigan, Katz, Raymond & Sheehan, P.A., West Palm Beach, Florida,
Bond Counsel, under existing law, and assuming continuing compliance with the aforementioned covenants,
interest on the 2005 Bonds is excluded from gross income of the owners thereof for federal income tax
purposes and is not an item of tax preference for purposes of the Federal alternative minimum tax imposed
on individuals and corporations.
[The 2005 Bonds maturing in the years _ through _ are being offered and sold in the initial
public offering at an original issue discount ("OlD"). OID is the difference between the stated redemption
price at maturity (generally the face amount of the 2005 Bonds) and the "issue price" of the 2005 Bonds. The
"issue price" of each maturity of the 2005 Bonds is the respective initial offering prices to the public at which
prices a substantial amount of such maturity of the 2005 Bonds was sold. OID represents interest which is
excluded from gross income for federal income tax purposes and which may result in the collateral federal
tax consequences described below. OlD will accrue over the term of such 2005 Bonds at a constant interest
rate compounded semi-annually. The portion of OID that accrues during the time an Owner owns a 2005
Bond constitutes interest excludable from gross income for federal income tax purposes and will increase
such purchaser's adjusted basis in such 2005 Bonds for purposes of determining taxable gain or loss on the
sale or other disposition of such 2005 Bonds. The federal income tax consequences of the purchase,
ownership and sale or other disposition of2005 Bonds which are not purchased in the initial offering at the
initial offering prices may be determined according to rules which differ from those described above. Holders
of 2005 Bonds should consult their own tax advisors as to the precise federal income tax and state and local
tax consequences of owning and disposing of 2005 Bonds.]
[The 2005 Bonds maturing in the years are being offered and sold in the initial public
offering at a premium (the "Premium Bonds"). Section 171 of the Code provides rules under which a bond
premium may be amortized and a deduction allowed for the amount of the amortizable bond premium for
a taxable year. Under Section 171(a)(2) of the Code, however, no deduction is allowable for the amortizable
bond premium in the case of the bonds, like the Premium Bonds, the interest on which is excludable from
gross income. Under Section 1016(a)(5) of the Code, the purchaser's basis in a Premium Bond will be
23
reduced by the amount of the amortizable bond premium disallowable as a deduction under Section 171 (a )(2)
of the Code. Proceeds received from the sale, exchange, or other disposition including redemption of a
Premium Bond in excess of the owner's adjusted basis (as reduced pursuant to Section 10 16( a)( 5) of the
Code) will be treated as a gain from the sale or exchange of such Premium Bond and not as tax-exempt
interest. The basis of an original purchaser of a Premium Bond who holds such Premiwn Bond to maturity
will have a basis equal to the principal amount of the Premium Bond and therefore will have no loss upon
receipt of such principal amount.]
Except as stated above, Bond Counsel expresses no opinion as to any other tax consequences of
acquiring, carrying, owning or disposing ofthe 2005 Bonds.
The law upon which Bond Counsel will base their opinion is subject to change by the Congress and
the Department of the Treasury and to subsequent judicial and administrative interpretation. There can be
no assurance that such law or the interpretation thereof will not be changed in a manner which would
adversely affect the tax treatment of ownership of the 2005 Bonds.
Prospective purchasers of the 2005 Bonds should be aware that the ownership of tax-exempt
obligations may result in collateral federal income tax consequences to financial institutions, property and
casualty insurance companies, individual recipients of Social Security or Railroad Retirement benefits,
taxpayers who may be deemed to have incurred or continued indebtedness to purchase or carry tax-exempt
obligations, foreign corporations doing business in the United States and S corporations with passive
investment income which includes tax exempt income. Prospective purchasers falling within any of these
categories should consult their own tax advisors as to the applicability of these consequences.
In addition, in the opinion of Bond Counsel, the 2005 Bonds are exempt from all present intangible
personal property taxes of the State of Florida.
LITIGATION
In the opinion ofthe City Attorney, no legal proceedings are pending or threatened which materially
affect the City's ability to perform its obligations to the holders of the 2005 Bonds or materially affect the
financial condition of the City.
There is no litigation or controversy ofany nature now pending or threatened: (i) to restrain or enjoin
the issuance, sale, execution or delivery of the 2005 Bonds, or (ii) in any way questioning or attesting the
validity of the 2005 Bonds, the Resolution, any proceedings of the City taken with respect to the
authorization, sale or issuance of said Bonds or the pledge or application of any moneys provided for the
payment of the 2005 Bonds.
COVENANTS CONCERNING ONGOING DISCLOSURE
The City has agreed in the Resolution, in accordance with the provisions of Rule 15c2-12 in effect
from time to time and applicable to the 2005 Bonds (the "Rule"), promulgated by the Securities and
Exchange Commission (the "Commission") pursuant to the Securities Exchange Act of 1934, to provide or
cause to be provided, to each nationally recognized municipal securities information repository ("NRMSIR")
and to the State of Florida information depository ("SID"), if any, in each case as designated and approved
by the Commission and the State, respectively, in accordance with the Rule, (i) within 180 days following
the end of each fiscal year of the City, commencing with the fiscal year ending September 30, 2005, annual
24
financial information and operating data concerning the System of the type included in this Official
Statement, including operating revenues, debt service coverage by Net Revenues, a summary of any capital
improvement plans and information regarding permitted capacities and actual usage of capacities of the
System and financial statements (audited or, ifnot available, unaudited) of the City and (ii) ifnot submitted
as part of such fmancial information and operating data, then, when available, audited financial statements
for the City prepared in accordance with generally accepted accounting principles applicable to governmental
entities from time to time. A copy of such annual financial information and operating data will be provided
to the Underwriter, the Insurer and the Bond Registrar. (The annual information required to be disclosed
hereunder shall be referred to herein as the "Annual Report").
The City has agreed to provide or cause to be provided, in a timely manner, to (i) each NRMSIR or
to the Municipal Securities Rulemaking Board ("MSRB") and (ii) the SID, if any, notice of the occurrence
of any of the following events with respect to the 2005 Bonds, if such event is material:
(i) principal and interest payment delinquencies on the 2005 Bonds;
(ii) non-payment related defaults;
(iii) unscheduled draws on debt service reserves reflecting financial difficulties;
(iv) unscheduled draws on credit enhancements reflecting financial difficulties;
(v) substitution of credit or liquidity providers, or their failure to perform;
(vi) adverse tax opinions with respect to or events affecting the tax-exempt status of the 2005
Bonds;
(vii) modifications to rights of the holders of the 2005 Bonds;
(viii) any call of the 2005 Bonds for redemption (other than scheduled mandatory redemption) or
any acceleration of the maturity thereof;
(ix) defeasance in whole or in part of the 2005 Bonds;
(x) release, substitution, or sale of property securing repayment of the 2005 Bonds;
(xi) rating changes; and
(xii) any changes in the City's fiscal year.
The City has agreed to provide or cause to be provided, in a timely manner, to (i) each NRMSIR or
the MSRB and (ii) the SID, if any, notice of a failure by the City to provide the Annual Report described in
subsection (a) above on or prior to the date set forth therein.
The City has reserved the right to terminate its obligation to provide Annual Report and notices of
material events, as set forth above, if and when the City no longer remains an obligated person with respect
to the 2005 Bonds within the meaning of the Rule. If the City believes such condition exists, the City will
provide notice of such termination to the NRMSIR's, the MSRB and the SID.
25
The City has agreed that its undertaking pursuant to the Rule set forth is intended to be for the benefit
of the holders and beneficial owners of the 2005 Bonds and shall be enforceable by any holder or beneficial
owner; provided that the right to enforce the provisions of such undertaking shall be limited to a right to
obtain specific enforcement of the City's obligations hereunder and any failure by the City to comply with
the provisions of such undertaking shall not be an event of default with respect to the 2005 Bonds under the
Resolution.
Any voluntary inclusion by the City of information in its Annual Report of supplemental information
that is not required under the Rule shall not expand the obligations of the City thereunder and the City shall
have no obligation to update such supplemental information or include it in any subsequent report.
The covenants contained in the Resolution are solely for the benefit of the holders and beneficial
owners of the 2005 Bonds and shall not create any rights in any other parties.
Notwithstanding any other provision ofthe Resolution, the City may amend the provisions of the
Resolution described above and any provision thereof may be waived, provided that the following conditions
are satisfied:
(1) If the amendment or waiver pertains to the Annual Report or other
information to be provided by the City, the amendment or waiver is made in connection with
a change in circumstances that arises from a change in legal requirements, change in law,
or change in the identify, nature or status of the City or the type of business conducted by
the City; and
(2) The undertaking, as amended or taking into account such waiver would, in
the opinion of nation ally recognized bond counsel, have complied with the requirements of
the Rule at the time of the original issuance of the 2005 Bonds, after taking into account any
amendments or interpretations of the Rule, as well as any change in circumstances.
(3) The amendment or waiver does not materially impair the interests of holders
of and beneficial owners as determined either by parties unaffiliated with the City or an
obligated person, or by an approving vote of the holders of at least a majority in aggregate
principal amount of the then outstanding 2005 Bonds pursuant to the terms of the
Resolution.
In the event of any amendment or waiver of a provision of the Resolution described in this section, the City
shall describe such amendment or waiver in the next Annual Report, and shall include, as applicable, a
narrative explanation of the reason for the amendment or waiver and its impact on the type (or, in the case
of a change of accounting principles, on the presentation) of annual financial information or operating data
being presented by the City. In addition, if the amendment or waiver relates to the accounting principles to
be followed in preparing financial statements (i) notice of such change shall be given in the manner provided
in the Resolution and (ii) the Annual Report for the year in which the change is made shall present a
comparison (in narrative form and also, if feasible, in quantitative form) between the fmancial statements
as prepared on the basis of the new accounting principles and those prepared on the basis of the former
accounting principles.
The City has complied with all of its continuing disclosure undertakings in connection with its
previous bond issues.
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UNDERWRITING
The Underwriter, Bear, Stearns & Co. Inc., has agreed to purchase the 2005 Bonds from the City at
an aggregate purchase price of$ (representing the $_,_,000.00 aggregate principal amount
of the 2005 Bonds less an underwriter's discount of $ plus a net original issue premium/discount
of $ ). The Underwriter will be obligated to purchase all the 2005 Bonds if any are purchased. The
offering prices shown on the cover of this Official Statement may be changed from time to time by the
Underwriter.
RATINGS
Moody's Investors Service ("Moody's") and Standard and Poor's Ratings Services, a division of The
McGraw-Hill Companies ("S&P") are expected to assign to the 2005 Bonds their municipal bond ratings of
Aaa and AAA, respectively, with the understanding that upon delivery of the 2005 Bonds, a policy insuring
the payment when due of the principal of and interest on the 2005 Bonds will be issued by Ambac Assurance
Corporation. The ratings assigned to the 2005 Bonds by any rating agency reflect only the views of the rating
agency, and an explanation ofthe significance of the ratings may be obtained only from the rating agency.
The ratings are not a recommendation to buy, sell or hold the 2005 Bonds and there is no assurance that such
ratings will remain in effect for any given period of time or that they will not be revised downward or
withdrawn entirely if, in the judgment of the rating agency, circumstances so warrant. Any downward
revision or withdrawal of such ratings may have an adverse effect on the market price of the 2005 Bonds.
Neither the Underwriter nor the City have undertaken responsibility to bring to the attention of the holders
of the 2005 Bonds any proposed revision or withdrawal of the ratings of the 2005 Bonds, or to oppose any
proposed revision or withdrawal.
LEGALITY
Certain legal matters in connection with the issuance of the 2005 Bonds are subject to the approval
of Moyle, Flanigan, Katz, Raymond & Sheehan, P.A., West Palm Beach, Florida, Bond Counsel, whose
unqualified approving opinion will be available at the time of delivery of the 2005 Bonds. The proposed form
of such opinion of Bond Counsel is attached hereto as Appendix D. Certain legal matters will be passed upon
for the City by Goren, Cherof, Doody & Ezrol, P.A., City Attorneys, Fort Lauderdale, Florida and for the
Underwriter by its counsel, Edwards & Angell, LLP, West Palm Beach, Florida.
EXCERPTS FROM COMPREHENSIVE ANNUAL REPORT
The audited general purpose financial statements of the City and the combining statements for the
City's enterprise fund for the fiscal year ended September 30, 2004 are included in Appendix B attached
hereto. Such excerpts from the City's Comprehensive Annual Financial Report, including the auditor's report,
have been included in this Official Statement as public documents and consent from the auditors was not
requested.
MISCELLANEOUS
The information in the foregoing pages is presented for the guidance of prospective purchasers of
the 2005 Bonds described herein. The information has been compiled from official and other sources and,
while not guaranteed as to accuracy by the City, is believed to be correct. So far as any statements made in
this Official Statement and the appendices attached hereto involve matters of opinion or of estimates, whether
27
or not expressly stated, they are set forth as such and not as representations of fact, and no representation is
made that any of the estimates will be realized.
AUTHORIZATION OF OFFICIAL STATEMENT
This Official Statement has been authorized and prepared by the City of Boynton Beach, Florida.
CITY OF BOYNTON BEACH, FLORIDA
Mayor
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EXHIBIT "D"
Escrow Deposit Agreement
G:\02345\37 Utility 2005\reso(4).wpd
ESCROW DEPOSIT AGREEMENT
THIS ESCROW DEPOSIT AGREEMENT (this "Agreement"), is dated August _,2005,
2005, and is by and between CITY OF BOYNTON BEACH, FLORIDA, a political subdivision of
the State of Florida (the "Issuer") and THE BANK OF NEW YORK TRUST COMPANY, N.A., a
national banking association (the "Bank"), as escrow agent (the "Escrow Agent").
WIT N E SSE T H:
WHEREAS, the Issuer has heretofore issued $23,070,000 in aggregate principal amount of
its Utility System Revenue Bonds, Series 1996, dated July 1, 1996 (the "1996 Bonds"); and
WHEREAS, the Issuer has determined to provide for the payment of all of the 1996 Bonds
maturing on and after November 1,2007 (the "Defeased Bonds") by providing for the deposit of
certain moneys with the Escrow Agent hereunder; and
WHEREAS, a portion ofthe moneys deposited with the Escrow Agent for such purpose may
be applied to the purchase of certain direct obligations of the United States of America
("Government Obligations"); and
WHEREAS, in order to provide for the proper and timely application of the moneys
deposited in the trust created herein to the payment of the Defeased Bonds, it is necessary for the
Issuer to enter into this Escrow Deposit Agreement with the Escrow Agent on behalf of the holders
from time to time of the Defeased Bonds;
NOW, THEREFORE, in consideration of the foregoing and the mutual covenants herein
set forth and in order to secure the payment of the principal of, premium, and interest on the
Defeased Bonds, according to their tenor and effect, the Issuer does by these presents hereby deliver
to and give, grant, assign and pledge to the Escrow Agent and to its successors in the trust hereby
created, and to it and its assigns forever, all and singular the property hereinafter described, to wit:
1.
All right, title, and interest of the Issuer in and to $
on behalf of the Issuer with the Escrow Agent hereunder.
to be deposited by or
II.
All right, title, and interest of the Issuer in and to any Government Obligations purchased
from the moneys described in Clause I above.
III.
All right, title, and interest of the Issuer in and to all cash balances held from time to time
hereunder and all income and earnings derived from or accruing to any Government Obligations
described in Clause II above.
IV.
All (i) property which is by the express provisions ofthis Agreement required to be subject
to the pledge hereof and (ii) additional property of every kind and nature that may, from time to time
hereafter, by delivery or by writing of any kind, be conveyed, pledged, assigned, or transferred as and
for additional security hereunder or to be subject to the pledge hereof, by the Issuer or by anyone in
its behalf, and the Escrow Agent is hereby authorized to receive the same at anytime as additional
security hereunder, provided that no property described in (ii) shall be accepted by the Escrow Agent
unless the Escrow Agent shall receive an opinion of nationally recognized bond counsel selected by
the Issuer to the effect that such acceptance will not cause the interest on the Defeased Bonds to be
included in the gross income of the holders thereof for federal income tax purposes.
TO HAVE AND TO HOLD, all and the same; in trust nevertheless, upon the terms herein
set forth, for the equal and proportionate benefit, security and protection, as herein described, of the
holders or owners from time to time of the Defeased Bonds in the manner herein provided; but if the
Defeased Bonds shall be fully and promptly paid when due or redeemed on their dates of scheduled
maturity or mandatory redemption in accordance with the terms thereof and hereof, then this
Agreement shall be and become void and of no further force and effect, otherwise the same shall
remain in full force and effect, and subject to the covenants and conditions hereinafter set forth.
ARTICLE I
DEFINITIONS
Section 1.01. Def'mitions. All terms used in capitalized form herein and not otherwise
defined herein shall have the meanings ascribed to them in the Bond Resolution. In addition to
words and terms elsewhere defined in this Agreement, as used herein, unless some other meaning
is plainly intended, the following terms and phrases shall have the following meanings:
"Bond Resolution" means Resolution No. 92-96 of the Issuer adopted June 16, 1992, as
amended and supplemented, particularly by Resolution No. R96-88, adopted June 18, 1996,
authorizing the issuance of the Defeased Bonds.
"Escrow Deposit Trust Fund" means the fund so designated and established under Section
2.01 of this Agreement.
"Government Obligations" means direct obligations of the United States of America that are
not callable prior to maturity by the obligor thereon.
2
"1996 Bond Registrar" means The Bank of New York, as bond registrar for the Defeased
Bonds.
Section 1.02. Uses of Phrases. Words of the masculine gender shall be deemed and
construed to include correlative words of the feminine and neuter genders. Unless the context shall
otherwise indicate, words importing the singular number shall include the plural number and
VIce-versa.
ARTICLE II
ESTABLISHMENT OF FUNDS: FLOW OF FUNDS
Section 2.01. Creation of Escrow Deposit Trust Fund. There is hereby created and
established with the Escrow Agent a special and irrevocable trust fund designated the "City of
Boynton Beach, Florida Utility System Revenue Bonds, Series 1996/2005 Escrow Deposit Trust
Fund" to be held in the custody ofthe Escrow Agent separate and apart from other funds of the Issuer
or the Escrow Agent.
Section 2.02. Deposit to Escrow Deposit Trust Fund. On the date hereofthe Issuer shall
deposit or cause to be deposited with the Escrow Agent and the Escrow Agent shall receive
immediately available moneys in the amount of $ , for deposit in the Escrow
Deposit Trust Fund. The funds deposited in the Escrow Deposit Trust Fund pursuant to the
preceding sentence shall, except for any remaining cash balance be immediately invested by the
Escrow Agent in the Government Obligations described on Exhibit B.
Section 2.03. Application of Escrow Deposit Trust Fund. The Escrow Agent shall apply
the Government Obligations and other moneys deposited in the Escrow Deposit Trust Fund, together
with all income and earnings thereon, in accordance with the provisions hereof. The Escrow Agent
shall not invest any moneys held hereunder or make substitutions of the Government Obligations
hereunder or sell, transfer, or otherwise dispose of the Government Obligations or moneys held
hereunder except as provided in this Agreement.
Section 2.04. Irrevocable Trust Created. Except as expressly provided herein, the deposit
of (or purchase of for deposit of) the Government Obligations and moneys in the Escrow Deposit
Trust Fund shall constitute an irrevocable deposit for the benefit of the holders of the Defeased
Bonds and the holders of the Defeased Bonds shall have an express lien on the principal of and
earnings on the Government Obligations and other moneys held in the Escrow Deposit Trust Fund
hereunder until applied in accordance with this Agreement. The Government Obligations and
earnings thereon and other moneys shall be held by the Escrow Agent and used only for the purposes
and in the manner provided in this Agreement.
Section 2.05. Use of Moneys in Escrow Deposit Trust Fund; Redemption of Defeased
Bonds. On November 1, 2006 the Escrow Agent shall transfer from funds in the Escrow Deposit
Trust Fund to the 1996 Bond Registrar the amount of interest, principal and/or redemption price of
the Defeased Bonds coming due on such date, as shown on Exhibit C. Such amount shall be applied
3
by the 1996 Bond Registrar to the payment of all principal of, interest on, and redemption premium,
if any, when due with respect to the Defeased Bonds.
The Issuer hereby irrevocably elects that the Defeased Bonds then maturing after November
1, 2006, shall be called for redemption on November 1,2006. The Issuer hereby directs that at least
30 days and not more than 60 days before November 1,2006, a notice of such redemption in the
form attached hereto as Exhibit D shall be mailed by the 1996 Bond Registrar, first class mail,
postage prepaid, to all registered owners ofDefeased Bonds to be redeemed at their addressed they
appear on the registration books therefore. In addition, further notice of such redemption shall be
given by the 1996 Bond Registrar as provided in Section 303 of the Bond Resolution. The Issuer
agrees to pay the reasonable expenses incurred by the 1996 Bond Registrar in connection with such
redemption from lawfully available funds of the Issuer.
Section 2.06. Investment and Reinvestment of Trust Funds. After the initial investment
of funds pursuant to Section 2.02 hereof, the Issuer may direct the Escrow Agent in writing to invest
and reinvest any moneys remaining from time to time in the Escrow Deposit Trust Fund until such
time as they are needed, and the Escrow Agent shall comply with such request, otherwise the Escrow
Agent shall hold such moneys uninvested. Such moneys may be invested and reinvested only in
Government Obligations bearing interest at such rate or rates and maturing on such date or dates and
in such amounts as directed in writing by the Issuer. The Issuer shall give no such instruction to the
Escrow Agent unless the Issuer shall receive and concurrently deliver to the Escrow Agent an
opinion of nationally recognized bond counsel selected by the Issuer in its sole discretion to the
effect that such investment of such moneys will not adversely affect the exclusion from gross income
ofthe interest on the Defeased Bonds for federal income tax purposes. Provided further, that no such
investment instruction shall be given unless the Issuer shall have received and delivered to the
Escrow Agent verification from a firm of independent certified public accountants to the effect that,
taking into account such investment, the amounts held hereunder will be sufficient to pay the
principal, premium, and interest on the Defeased Bonds in full as the same shall become due whether
by redemption or otherwise.
Section 2.07. Transfer of Funds After AIl Payments Required by This Agreement Are
Made. On November 1, 2006 after the transfer of funds described in Section 2.05 hereof has
occurred, and after all fees and expenses of the Escrow Agent (including any attorneys' fees and
expenses) due hereunder have been paid in full, all remaining moneys and Government Obligations,
together with any income and interest thereon, in the Escrow Deposit Trust Fund shall be transferred
to the Issuer by the Escrow Agent and shall be deposited by the Issuer in the Bond Service
Subaccount of the Sinking Fund Account under the Bond Resolution. The Escrow Agent shall have
no responsibility for the application of amounts transferred by it to the Issuer as provided in the
preceding sentence.
Section 2.08. Deficiencies. If at any time it shall appear to the Escrow Agent that the
available proceeds in the Escrow Deposit Trust Fund will not be sufficient to make any payment
when due to the holders of any of the Defeased Bonds, the Escrow Agent shall notify the Issuer not
less than fifteen (15) days prior to such payment date and the Issuer agrees that it will make available
to the Escrow Agent, from legally available funds, if any, amounts sufficient to eliminate the
anticipated deficit so that the Escrow Agent will have sufficient funds to make such payment on the
4
Defeased Bonds.
Section 2.09. Escrow Agent and Bond Registrar Fees. The Issuer hereby agrees to
provide for the payment, from lawfully available funds of the Issuer, of the compensation due and
owing the Escrow Agent and 1996 Bond Registrar, which compensation shall be paid at such times
and in such amounts as agreed between the Issuer and the 1996 Bond Registrar and Escrow Agent,
respectively. In no event shall the 1996 Bond Registrar or Escrow Agent have any lien, security
interest or right of set-off whatsoever upon any ofthe moneys or investments in the Escrow Deposit
Trust Fund for the payment of such compensation, or for the reimbursement of any expenses
incurred by the 1996 Bond Registrar or Escrow Agent in connection with this Agreement.
Section 2.10. Bond Registrar. The Escrow Agent shall cooperate with the 1996 Bond
Registrar, to cause necessary arrangements to be made and thereafter continued whereby funds
available from the Escrow Deposit Trust Fund shall be made available by the Escrow Agent to the
1996 Bond Registrar, for the payment of the Defeased Bonds as the same shall be come due and
payable.
ARTICLE III
CONCERNING THE BANK
Section 3.01. Appointment of Escrow Agent. The Issuer hereby appoints The Bank of
New York Trust Company, N.A. as Escrow Agent under this Agreement.
Section 3.02. Acceptance by Bank. By execution ofthis Agreement, the Bank accepts its
duties and obligations hereunder. The Bank undertakes to perform such duties and only such duties
as are specifically set forth in this Agreement and no implied covenants or obligations shall be read
into this Agreement against the Bank.
Section 3.03. Liability of Bank. The Bank shall not be liable in connection with the
performance of its duties hereunder except for its own negligence or willful misconduct. The Bank
shall not be liable for any loss or any resulting taxability of interest on the Defeased Bonds resulting
from any investment made pursuant to the terms and provisions of this Agreement.
The Bank shall not be liable for the accuracy of the calculations as to the sufficiency of
moneys and of the principal amount of the Government Obligations and the earnings thereon to pay
the Defeased Bonds.
The Bank shall keep such books and records as shall be consistent with prudent industry
practice and shall make such books and records available for inspection by the Issuer at all
reasonable times. In the event of the Bank's failure to account for any of the Government
Obligations or moneys received by it, said Government Obligations or moneys shall be and remain
the property of the Issuer for the benefit of the holders of the Defeased Bonds, as herein provided.
Section 3.04. Permitted Acts. The Bank and its affiliates may become the owner of or may
deal in any obligations of the Issuer described herein as fully and with the same rights as if it were
5
not the Escrow Agent and 1996 Bond Registrar.
Section 3.05. Resignation of Escrow Agent. The Escrow Agent at the time acting
hereunder may at any time resign and be discharged from the trusts hereby created by giving not less
than sixty (60) days' written notice to the Issuer specifying the date when such resignation will take
effect, but no such resignation shall take effect (except as provided by Section 3.07 (b) hereof) unless
a successor Escrow Agent shall have been appointed by the Issuer as hereinafter provided and such
successor Escrow Agent shall have accepted such appointment, in which event such resignation shall
take effect immediately upon the appointment and acceptance of a successor Escrow Agent and the
transfer to such successor Escrow Agent of the funds and accounts held by the Escrow Agent
hereunder.
Section 3.06. Removal of Escrow Agent.
( a) The Escrow Agent may be removed at any time by the Issuer, but the Escrow Agent
shall remain in office (except as provided by Section 3.07(b) hereof) until the appointment and
taking office of a successor Escrow Agent in accordance with the provisions of this Agreement.
(b) The Escrow Agent shall be deemed to have been removed if it is dissolved, becomes
incapable of exercising the powers of Escrow Agent hereunder or is taken over by any governmental
action.
(c) Notwithstanding the foregoing provisions of this Section 3.06, no removal of the
Escrow Agent shall take effect until all fees and expenses of the Escrow Agent to be removed
(including attorneys' fees and expenses) due hereunder shall have been paid.
Section 3.07. Successor Escrow Agent.
(a) When the position of the Escrow Agent becomes or is about to become vacant, the
Issuer shall appoint a successor Escrow Agent to fill such vacancy.
(b) If no appointment of a successor Escrow Agent shall be made pursuant to the
foregoing provisions of this Section, the holder of any Defeased Bond then outstanding may, or any
Escrow Agent retiring or being removed from office shall, apply to any court of competent
jurisdiction to appoint a successor Escrow Agent. Upon the deposit by the retiring Escrow Agent
of all funds and securities held by it under the provisions hereof into the registry of such court, such
Escrow Agent shall be relieved of all future duties hereunder.
(c) Any corporation into which the Escrow Agent, or any successor to it in the trusts
created by this Agreement, may be merged or converted or with which it or any successor to it may
be consolidated, or any corporation resulting from any merger, conversion, consolidation or
reorganization to which the Escrow Agent or any successor to it shall be a party or any corporation
to which all or substantially all of the corporate trust business of the Escrow Agent or any such
successor shall be transferred shall be the successor Escrow Agent under this Agreement without the
execution or filing of any paper or any other act on the part of any of the parties hereto, anything
herein to the contrary notwithstanding.
6
Section 3.08. Receipt of Proceedings. Receipt of true and correct copies of the Bond
Resolution is hereby acknowledged by the Escrow Agent.
Section 3.09. Indemnification. The Issuer agrees to indemnify and save the Bank, its agents
and employees, harmless, to the extent allowed by law, against any liabilities, costs, expenses and
disbursements of whatsoever kind or nature, which it or they may incur in the exercise and
performance of its powers and duties hereunder, and which are not due to its negligence or
misconduct. Indemnification provided under this Section shall survive the termination of this
Agreement.
Section 3.10. Miscellaneous Provisions Regarding Escrow Agent. Whenever the Escrow
Agent shall deem it necessary or desirable that a matter be proved or established prior to taking,
suffering or omitting any action under this Agreement, such matter may be deemed to be
conclusively established by a certificate signed by an authorized officer of the Issuer. The Escrow
Agent may conclusively rely, as to the correctness of statements, conclusions and opinions therein,
upon any certificate, report, opinion or other document furnished to the Escrow Agent pursuant to
any provision of this Agreement; the Escrow Agent shall be protected and shall not be liable for
acting or proceeding, in good faith, upon such reliance; and the Escrow Agent shall be under no duty
to make any investigation or inquiry as to any statements contained or matters referred to in any such
instrument. The Escrow Agent may consult with counsel, who may be counsel to the Issuer or
independent counsel, with regard to legal questions, and the opinion of such counsel shall be full and
complete authorization and protection in respect of any action taken or suffered by it hereunder in
good faith in accordance herewith. Prior to retaining such independent counsel, the Escrow Agent
shall notify the Issuer of its intention.
ARTICLE IV
MISCELLANEOUS
Section 4.01. Amendments to this Agreement. This Agreement is made for the benefit
ofthe Issuer, the Bank and the holders from time to time of the Defeased Bonds and it shall not be
repealed, revoked, altered or amended without the written consent of all such holders, the Bank and
the Issuer; provided, however, that the Issuer and the Bank may, without the consent of, or notice
to, such holders, enter into such agreements supplemental to this Agreement as shall not adversely
affect the exclusion from gross income for federal income tax purposes of the interest on the
Defeased Bonds and the rights of such holders and as shall not be inconsistent with the terms and
provisions of this Agreement, for anyone or more of the following purposes:
(a) to cure any ambiguity or formal defect or omission in this Agreement;
(b) to grant to, or confer upon, the Escrow Agent for the benefit of the holders of
the Defeased Bonds, any additional rights, remedies, powers or authority that may lawfully
be granted to, or conferred upon, such holders or the Escrow Agent; and
(c) to subject to this Agreement additional funds, securities or properties.
7
The Bank shall be entitled to rely exclusively upon an unqualified opinion of Moyle,
Flanigan, Katz, Raymond & Sheehan, P.A. or other nationally recognized bond counsel with respect
to compliance with this Section, including the extent, if any, to which any change, modification,
addition or elimination affects the rights of the holders of the Defeased Bonds, or that any instrument
executed hereunder complies with the conditions and provisions of this Section.
Section 4.02. Severability. If anyone or more of the covenants or agreements provided in
this Agreement should be determined by a court of competent jurisdiction to be contrary to law, such
covenant or agreement shall be deemed to be separate and shall in no way affect the validity of the
remaining provisions of this Agreement.
Section 4.03. Agreement Binding. All the covenants, promises and agreements in this
Agreement contained by or on behalf of the Issuer or by or on behalf of the Escrow Agent shall bind
and inure to the benefit of their respective successors and assigns, and to the benefit of the holders
of the Defeased Bonds, whether so expressed or not.
Section 4.04. Termination. This Agreement (other than Section 3.09 hereof) shall
terminate when all transfers and payments required to be made by the Escrow Agent under the
provisions hereof shall have been made.
Section 4.05. Governing Law. This Agreement shall be governed by the applicable laws
of the State of Florida.
Section 4.06. Execution by Counterparts. This Agreement may be executed in several
counterparts, each of which shall be regarded for all purposes as an original, and all of which,
together, shall constitute and be but one and the same instrument.
Section 4.07. Notices. Any notice, demand, direction, request or other instrument
authorized or required by this Agreement to be given shall be deemed sufficiently given on the day
sent by registered mail, return receipt requested, addressed as follows or to such other address
furnished in writing by any of the following to all of the following:
If to the Issuer:
City of Boynton Beach, Florida
Attn: City Manager
100 East Boynton Beach Boulevard
Boynton Beach, Florida 33425
If to the Bank:
The Bank of New York Trust Company, N.A.
10161 Centurion Parkway
2nd Floor
Jacksonville, Florida 32256
8
IN WITNESS WHEREOF, the Issuer and the Escrow Agent have duly executed this
Agreement as of the date first above written.
CITY OF BOYNTON BEACH, FLORIDA
By:
Mayor
THE BANK OF NEW YORK TRUST COMPANY, N.A., as
Escrow Agent
By:
Its Authorized Signatory
9
EXHIBIT A
DEFEASED BONDS
Maturity Date
(November)
2007
2008
2009
2010
2011
2012
2020
Principal
Amount
1,900,000
2,000,000
2,110,000
2,215,000
2,340,000
2,475,000
1,040,000
CUSIP #
(Prefix is 103580)
BBl
BC9
BD7
BE5
BF2
BGO
BH8
EXHIBIT B
GOVERNMENT OBLIGATIONS TO BE DEPOSITED
INTO ESCROW DEPOSIT TRUST FUND
Part I
Maturity
Date
Principal
~
Interest
Rate
11/01/2006
1
1. U.S. Treasury Obligation - State and Local Gov't. Series
EXHIBIT C
DEFEASED BONDS
DEBT SERVICE SCHEDULE
Date Called Principal Call Premium Interest Total
11/01/2005 $382,431.25 $ 382,431.25
05/01/2005 $382,431.25 $ 382,431.25
11/01/2006 $14,080,000.00 $281,600.00 $382,431.25 $14,744,031.25
EXHIBIT D
REDEMPTION NOTICE
CITY OF BOYNTON BEACH, FLORIDA
UTILITY SYSTEM REVENUE BONDS, SERIES 1996
Maturity Interest Rate CUSIP Nos. *
2007 5.20% 103580 BBl
2008 5.375 103580 BC9
2009 5.375 103580 BD7
2010 5.50 103580 BE5
2011 5.50 103580 BF2
2012 5.50 103580 BGO
2020 5.625 103580 BH8
Notice is hereby given that pursuant to the terms of the Resolution, adopted June 16, 1992,
as amended and supplemented, by the City Commission of the City of Boynton Beach, Florida, the
bonds described above, which were issued July 23, 1996, are called for payment and redemption on
November 1,2006 (the "Redemption Date") at a redemption price of 102% of the principal amount
thereof plus accrued interest thereon to the Redemption Date.
The Bonds so called for redemption should be presented for payment and redemption at the
office of the paying agent set forth below, on or after November 1,2006, and will cease to bear or
accrue interest after that date, whether or not so presented.
The Bank of New York
[insert address and name and
telephone number of contact]
Withholding of 31 % of gross redemption proceeds of any payment made within the United
States of America may be required by the Interest and Dividend Tax Compliance Act of 1983 unless
the paying agent has the correct taxpayer identification number (social security or employer
identification number) or exemption certificate of the payee. Please furnish a properly completed
IRS Form W-9 or exemption certificate or equivalent when presenting your securities for
redemption.
DATED this _ day of _,2005.
CITY OF BOYNTON BEACH, FLORIDA
By: /s/ William Mummert
Finance Director
*
CUSIP numbers are included solely for the convenience of the owners, and no representation
is made as to the correctness of the CUSIP numbers indicated in this Redemption Notice.
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