HomeMy WebLinkAbout090-86 Ordinance
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Ordinance No. 90-86
AN ORDINANCE AUTHORIZING THE ISSUANCE OF $1,650,000
ADJUSTABLE RATE INDUSTRIAL DEVELOPMENT REFUNDING
REVENUE BONDS OF THE VILLAGE OF DUBLIN, OHIO
(RIVER'S EDGE ONE PROJECT); PROVIDING FOR THE PLEDGE
OF REVENUES FOR THE PAYMENT OF SAID BONDS;
APPOINTING A REMARKETING AGENT; AUTHORIZING A LOAN
AGREEMENT WITH RESPECT TO THE PROCEEDS DERIVED FROM
THE SALE OF SAID BONDS; AUTHORIZING A TRUST
AGREEMENT APPROPRIATE FOR THE PROTECTION AND
DISPOSITION OF SUCH REVENUES AND TO FURTHER SECURE
" THE PAYMENT OF PRINCIPAL OF AND ANY PREMIUM AND
INTEREST ON SUCH BONDS; AUTHORIZING A CONTRACT OF
PURCHASE APPROPRIATE FOR THE SALE OF SUCH BONDS; AND
DECLARING AN EMERGENCY.
WHEREAS the Village of Dublin, Ohio (hereinafter
sometimes called the "Issuer") is a municipal corporation and
political subdivision in and of the State of Ohio, and by virtue
of the laws of the State of Ohio, including Article VIII, Section
13 of the Constitution of Ohio and Chapter 165 of the Ohio
Revised Code, is authorized and empowered, among other things,
(a) to make loans to persons to assist in the financing of the
costs of acquisition, construction and equipping of commercial
facilities within the boundaries of the Issuer, upon certain
determinations by the Legislative Authority of the Issuer
heretofore made and herein confirmed, (b) to issue revenue bonds
of the Issuer for the purpose of providing funds to make such
loans, (c) to issue refunding revenue bonds to refund revenue
bonds previously issued when the refunding bonds will bear
interest at a lower rate than the bonds to be refunded, (d) to
secure such refunding revenue bonds by a trust agreement between
the Issuer and a corporate trustee, including therein the pledge
and assignment of revenues from such loans to the paYment of such
refunding revenue bonds for the benefit of the bondholders, and
(e) to enact this Bond Legislation and enter into the Indenture,
the Loan Agreement and the Contract of Purchase hereinafter
identified, upon the terms and conditions provided therein; and
WHEREAS River's Edge One (hereinafter sometimes called
the "Company") is a general partnership duly organized under the
laws of and qualified to do business in the State of Ohio; and
WHEREAS, the Issuer has heretofore issued its $1,568,000
Industrial Development Revenue Bond (River's Edge One Project),
dated November 1, 1985 (the "Project Bond") for the purpose of
providing funds to lend to the Company so that the Company so
that the Company could acquire, construct and equip a commercial
facility consisting of an office building and the site thereof
(the "Facililties") in order to create jobs and emplOYment
opportunities and improve the economic welfare of the people of
the Issuer and of the State of Ohio; and
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WHEREAS, the Company has acquired, constructed and
equipped the Facilities, and the Legislative Authority of the
Issuer has heretofore found and does hereby confirm that the
Facilities are a "proj.ect" within the meaning of that term as
defined in Section 165.01 of the Ohio Revised Code; and
NOW, THEREFORE, BE IT ORDAINED, by the Council of the
Village of Dublin, Ohio:
Section 1. Authorization of $1,650,000 Industrial
Development Refunding Revenue Bonds. . It is hereby determined to
be necessary to, and the Issuer shall, issue, sell and deliver,
as provided ~erein, $1,650,000 principal amount of Bonds,
pursuant to the authority of Article VIII, Section 13 of the
Constitution of Ohio and Chapter 165 of the Ohio Revised Code,
for the purpose of refunding the Project Bond, ~roviding funds to
reimburse the Company for costs of the Facilities in excess of
the proceeds of the Project Bond and paying a portion of the
costs and expenses of issuance of the Bonds. The Project Bond
was issued for the purpose of providing funds to lend to the
Company so that the Company could acquire, construct and equip a
commercial facility consisting of an office building and the site
thereof located in Dublin, Ohio, in order to promote the
commercial and economic development of the State of Ohio and
benefit the people of the Issuer by preserving and creating jobs
and increasing opportunities for emplOYment and strengthening the
economic welfare of the people of the Issuer and the State of
Ohio. The Bonds shall be designated "Village of Dublin, Ohio
Adjustable Rate Industrial Development Refunding Revenue Bonds
(River's Edge One Project)".
Section 2. Definitions. In addition to the words and
terms elsewhere defined in this Bond Legislation, the following
words and terms as used in this Bond Legislation and in the
Indenture shall have the following meanings unless the context or
use indicates another or different meaning or intent and such
definitions shall be,equally applicable to both the singular and
plural forms of any of the words and terms herein defined:
"Adjustment Date" means (a) November 15, 1993; (b) prior
to the Conversion Date, November 15, 1996 and November 15 in each
third succeeding year; and (c) the Conversion Date.
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"Alternate Letter of Credit" means an irrevocable letter
of credit issued in accordance with Sect on 4.6 of the Loan
Agreement.
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"Bank" means the issuer of the Letter of Credit,
initially Bank One, Columbus, NA, Columbus, Ohio, or in the event
of issuance of an Alternate Letter of Credit, the commercial bank
which issues such Alternate Letter of Credit.
"Bank Interest Rate" means the Bank Interest Rate as
defined in the Letter of Credit Agreement; provided, however,
that such rate shall not exceed the sum of 3% and the Bank's
prime, base or reference rate.
"Bond Fund" or "Village of Dublin, Ohio-River's Edge One
Refunding Revenue Bond Fund" means the fund created in Section 12
of this Bond Legislation.
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"Bond Legislation" means this ordinance as the same may
be amended, modified or supplemented by any amendments or
modifications hereof and supplements he~eto entered into in
accordance with the provisions of the Indenture.
"Bond Registrar" means the Trustee acting in such
capacity pursuant to Section 2.04 of the Indenture.
"Bondholder" or "holder" means the Person in whose name
any Bond is registered.
"Bonds" means the industrial development revenue bonds
of the Issuer designated "Village of Dublin, Ohio Adjustable Rate
Industrial Development Refunding Revenue Bonds (River's Edge One
Project)" identified in Section 1 of this Bond Legislation.
"Business Day" means any day of the year, other than:
(a) a Saturday; (b) a Sunday; (c) a day on which banks located in
the cities in which the principal corporate trust office of the
Trustee and the principal office of the Bank are located are
required or authorized by law to remain closed; or (d) a day on
which The New York Stock Exchange is closed.
"Code" means the Internal Revenue Code of 1986, as
amended, and references to the Code and Sections of the Code
shall include relevant regulations and proposed regulations
thereunder or under the Internal Revenue Code of 1954, as
amended, and any successor provisions to such Sections,
regul~tions or proposed regulations.
"Company" means River's Edge One, a general partnership
organized under the laws of and qualified to do business in the
State, and its lawful successors and assigns, including any
surviving, resulting or transferee entity as provided in Section
5.1 of the Loan Agreement.
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"Contract of Purchase" means the Bond Purchase Agreement
among the Original Purchaser, the Company, the Bank and the
Issuer, providing for the sale of Bonds to the Original Purchaser.
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"Conversion Date" means the date upon which Bonds
maturing November 15, 2011 begin to bear interest at the Fixed
Interest Rate, which date shall be established in accordance with
Section 8 of this Bond Legislation.
"Custodian" means a bank or trust company, organized and
existing under the laws of the United States of America or any
state thereof which (a) has capital and surplus at least as great
as that required under the Indenture for a successor to the
Trustee and (b) is qualified to exercise trust-powers in the
state in which its principal office is located.
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"Determination of Taxability" means the receipt by the
Trustee or a Bondholder of a ruling or technical advice by the
Internal Revenue Service in which the Company has participated or
a written opinion by an attorney or firm of attorneys of
recognized standing on the subject of municipal bonds selected by
the Trustee or a Bondholder and approved by the Company, which
approval shall not be unreasonably withheld, to the effect that
interest on the Bonds is includible in the gross income for
federal income tax purposes of a holder (other than a holder who
is a "substantial user" of the Facilities or a "related person" as
such terms are used in Section 141(a) of the Code).
"Eligible Investments" means (i) Government Obligations,
(ii) certificates of deposit issued by or other time deposits at
banks, savings banks, savings and loan associations or trust
companies, including the Trustee or its affiliates, organized
under the laws of the United States of America or any state
thereof, which have an aggregate of capital, paid in surplus and
retained earnings of at least $25,000,000, or issued by or drawn
on or deposited kt any branch of such a bank, savings bank,
savings and loan association or trust company whether within or
without the United States of America, (iii) commercial paper or
finance company paper, including that of the Trustee or its
affiliates but excluding that of the Company or its affiliates,
rated "P-1" or "A-1" or their equivalents by either Moody's or S&P
or any successor or either, (iv) obligations of any state of the
United States of America or any political subdivision or other
instrumentality of any such state which are rated "A" or its
equivalent or better by either Moody's or S&P or any successor of
either, or unrated obligations of any such state or political
subdivision which has outstanding other obligations which are so
rated, (v) repurchase agreements or variable amount master demand
notes, including those of the Trustee or its affiliates, secured
by obligations described in (i) through (iv) of this paragraph,
and (vi) shares of any Investment Company whose assets-are
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invested exclusively in obligations described in (i) through (iv)
of this paragraph; provided, however, that "Eligible Investments"
with respect to any proceeds resulting from a draw under the
Letter of Credit shall mean only Government Obligations maturing
not more than thirty days after purchase.
"Event of Default" shall have the meaning assigned in
Section 8.01 of the Indenture.
"Expiration Date of the Letter of Credit" means the date
established in the Letter of Credit for the expiration thereof in
accordance with its terms, initially December 1, 1993, and in the
event such date is modified, such date as modified.
"Facilities" means the real, personal- and mixed property
acquired, constructed and equipped with the proceeds of the
Project Bond, consisting of an office building and the site
thereof, and further described in Exhibit A to the Loan Agreement,
together with any additions and improvements thereto,
modifications thereof and substitutions therefor.
"First Optional Redemption Date" means the November 15
occurring in the year which is a number of years after the
Conversion Date equal to the number of years between the November
15 immediately following the Conversion Date (unless the
Conversion Date is a November 15, in which case from such November
15) and November 15, 2011, multiplied by 1/2 and (if the product
is not a whole number) rounded up to the nearest whole number.
"Fixed Interest Rate" means a fixed interest rate to be
borne by Bonds maturing November 15, 2011 after the Conversion
Date, established in accordance with Section 8 of this Bond
Legislation.
"Government Obligations" means (a) direct obligations
of, or obligations the paYment of principal of and interest on
which are unconditionally guaranteed by, the United States of
America, or (b) certificates or other evidences of ownership
interest in obligations of the character described in (a) above
or in specified portions thereof, including, without limitation,
portions consisting solely of the principal thereof or solely of
the interest thereon, which obligations are held by a Custodian
as representative of the beneficial owners, or (c) any other
obligations ("Other Obligations") fully secured as to principal
and interest by obligations or certificates described in clause
(a) or (b) above ("a or b obligations"), provided that the a or b
obligations are held by a Custodian, pursuant to an escrow or
other agreement, solely for the benefit of the owners of the
Other Obligations.
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"Indenture" means the Trust Agreement between the Issuer
and the Trustee, dated as of the 15th day of November, 1986,
including as part thereof this Bond Legislation, as the same may
be amended, modified or supplemented by any amendments. or
modifications thereof and supplements thereto entered into in
accordance with the provisions thereof.
"Independent Counsel" means any attorney duly admitted
to practice law before the highest court of any state and not an
officer or a full time employee of the Issuer or the Company.
"Independent Tax Counsel" means Independent Counsel
selected by the Company and satisfactory to the Trustee,
experienced in matters relating to the exemption from federal
income tax of interest on obligations issued ny states or their
political subdivisions.
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"Interest PaYment Date" means the fifteenth (15th) day
of each May and November, commencing May 15, 1981.
"Interest Period" means, prior to the Conversion Date, a
period from and including an Adjustment Date to and including the
day next preceding the next succeeding Adjustment Date, except
that the first Interest Period shall be the period from and
including November 15, 1986 to and including November 14, 1993.
"Investment Company" means any open-end diversified
management investment company registered under the Investment
Company Act of 1940, as amended.
"Issuance Expense Fund" or "Village of Dublin, Ohio -
River's Edge One Issuance Expense Fund" means the fund of that
name created in Section 11 of this Bond Legislation.
"Issuer" means the Village of Dublin, Ohio, a municipal
corporation and political subdivision in and of the State, and
its lawful successors and assigns.
"Legislative Authority" means the Council of the Issuer
and any officer, board, commission or other body which hereafter
succeeds, by operation of law, to the powers and duties of such
council.
"Letter of Credit" means the irrevocable letter of
credit issued by the Bank contemporaneously with the original
issuance of the Bonds, except that upon the issuance and delivery
of an Alternate Letter of Credit, "Letter of Credit" shall mean
such Alternate Letter of Credit.
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"Letter of Credit Agreement" means the Letter of Credit
Agreement, dated as of November 15, 1986, between the Company and
the Bank pursuant to which the Letter of Credit is issued by the
Bank and delivered to the Trustee, and any and all modifications,
alterations, amendments and supplements thereto, and includes any
agreement between the Company and the Bank pursuant to which any
Alternate Letter of Credit is issued.
"Loan" means the loan by the Issuer to the Company of
the proceeds from the sale of the Bonds to the Original Purchaser.
"Loan Agreement" means the Loan Agreement, dated as of
November 15, 1986, between the Issuer and the Company, as from
time to time supplemented or amended in accordance with the
provisions thereof. .
"Loan Term" means the period commencing on the date of the
Loan Agreement and ending on the date Qn which the Bonds have been
fully paid (or provision for their paYment has been made) in
accordance with the provisions of the Indenture.
"Mandatory Redemption Date" means November 15 in each of
the years from 1994 to 2010.
"Moody's" means Moody's Investors Service, Inc., a
corporation organized and existing under the laws of the State of
Delaware, its successors and their assigns, and, if such corporation
shall be dissolved or liquidated or shall no longer perform the
functions of a securities rating agency, "Moody's" shall be deemed
to refer to any other nationally recognized securities rating agency
designated by the Issuer, at the request of the Company, by notice
to the Trustee and the Bank.
"Mortgage" means the Open End Mortgage and Security
Agreement, dated as of November 15, 1986, among the Company, the
Trustee and the Bank, pursuant to which the Company grants a
mortgage on and a security interest in the Facilities, and assigns
rents to be derived therefrom, to the Trustee and the Bank as
security for the Bonds and the Company's obligations under the
Letter of Credit Agreement and the Loan Agreement.
"Original Purchaser" means The Ohio Company, Columbus, Ohio
"Outstanding Bonds" or "Bonds outstanding" means, as of any
date, all Bonds which have been authenticated and delivered by the
Trustee under the Indenture except:
(a) Bonds surrendered for and replaced upon exchange or
transfer, or Bonds theretofore cancelled by the Trustee or delivered
to the Trustee for cancellation; .
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(b) Bonds for the paYment or redemption of which
sufficient cash funds shall have been theretofore deposited with the
Trustee (whether upon or prior to the maturity or redemption date of
any such Bonds), or which are deemed to have been paid and
discharged, pursuant to the provisions of the Indenture; provided
that if such Bonds are to be redeemed prior to the maturity thereof,
notice of such redemption shall have been given or arrangements
satisfactory to the Trustee shall have been made therefor, or waiver
of such notice satisfactory in form to the Trustee, shall have been
filed with the Trustee; and
(c) Bonds in lieu of which others have been authenticated
under Sections 2.05 and 2.06 of the Indenture.
"Paying Agent" means the Trustee, and its successors, and
any other Paying Agent or Paying Agents as maybe appointed by the
Issuer from time to time with the consent of the Company.
"Person" means a natural person, a firm, an association, a
partnership, a corporation or a public body.
"Project Bond" means the $1,568,000 Village of Dublin
Industrial Development Revenue Bond (River's Edge One Project) dated
November 1, 1985.
"Project Purposes" means the purposes of commercial
facilities as described in Chapter 165 of the Ohio Revised Code.
"Record Date" means with respect to any Interest PaYment
Date the first (1st) day of the month in which occurs such Interest
PaYment Date.
"Remarketing Agent" means the remarketing agent appointed
in accordance with Section 11 of this Bond Legislation. "Principal
Office" of the Remarketing Agent shall mean the office thereof
designated in writing to the Trustee, the Company, the Issuer and
the Bank.
"Revenues" means (a) the paYments and other amounts which
under the Loan Agreement are payable by the Company directly to the
Trustee to meet amounts due with respect to the principal of and
premium, if any, and interest on the Bonds, (b) all other moneys
received by the Issuer, or the Trustee on behalf of the Issuer, in
respect of tne-fepaYment of the Loan including, but not limited to,
moneys drawn under the Letter of Credit and (c) income and profit
from the investment of the paYments and moneys described in (a) and
(b) above, all subject, however, to certain provisions in the
Indenture with respect to the Trustee's holding moneys for the
benefit of the holders of particular Bonds.
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"S&P" means Standard & Poor's Corporation, a corporation
organized and existing under the laws of the State of New York, its
successors and their assigns, and, if such corporation shall be
dissolved or liquidated or shall no longer perform the functions of
a securities rating agency, "S&P" shall be deemed to refer to any
other nationally recognized securities rating agency designated by
the Issuer, at the request of the Company, by notice to the Trustee
and the Bank.
"State" means the State of Ohio.
"Trustee" means Ameritrust Company National Association,
Cleveland, Ohio, and its successors and any corporation or
association resulting from or surviving any consolidation or merger
to which it or its successors may be a party, and any successor
trustee at the time serving as successor trustee under the Indenture.
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Any reference herein to the Issuer, or to any officers
thereof, shall include those succeeding to their functions, duties
or responsibilities pursuant to or by operation of law or who are
lawfully performing their functions. Any reference to a section or
provision of the Ohio Constitution or to a section, provision or
chapter of the Ohio Revised Code shall include such section or
provision or chapter as from time to time amended, modified,
revised, supplemented or superseded; provided that no such change in
the Constitution or laws (a) shall alter the obligation to pay the
principal of and premium, if any, and interest on the Bonds in the
amounts and manner, at the times, and from the sources provided in
the Bond Legislation and the Indenture, except as otherwise herein
permitted or (b) shall be deemed applicable by reason of this
provision if such change would in any way constitute an impairment
of the rights of the Issuer, the Company, the Trustee, the Bank or
the Bondholders under the Loan Agreement or the Indenture.
Section 3. Form of Bonds; Maturitv; Place of Payment;
Execution. The Bonds shall be issued in fully registered form only
in the denomination of $5,000 or any integral multiple thereof
requested by the Bondholder. The Bonds shall be numbered from R-1
upwards and shall mature, subject to prior redemption upon the terms
and conditions hereinafter set forth, on the dates and in the
principal amounts, and shall bear interest during the first Interest
Period at the rates, set forth in the following table:
Principal Interest Rate
Date Amount for First Interest Period
November 15, 1988 $ 30,000 %
November 15, 1989 30,000
November 15, 1990 35,000
November 15, 1991 35,000
November 15, 1992 35,000
November 15, 1993 40,000
November 15, 2011 1,445,000
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Principal of and premium, if any, and interest on the Bonds
shall be payable in lawful money of the United States of America
from funds available therefor under the Indenture, without deduction
for services of any Paying Agent. Principal of and premium, if any,
on each Bond shall be paid to the holder -thereof upon presentation
and surrender of such Bond as it becomes due at the principal
corporate trust office of the Trustee. Interest on each Bond shall
be payable by check drawn upon the Paying Agent and mailed on each
Interest PaYment Date to the holder of such Bond as of the close of
business on the Record Date next preceding the Interest PaYment Date
at the registered address of such holder as it shall appear as of
the close of business on such Record Date on the registration books
maintained pursuant to the Indenture notwithstanding the
cancellation of any of such Bonds upon any exchange or transfer
thereof subsequent to the Record Date and prior to such Interest
PaYment Date, except that, if and to the extent that there shall be
a default in the paYment of the interest due on such Interest
PaYment Date, such defaulted interest shall be paid to the holder in
whose name any such Bond is registered at the close of business on
the fifth (5th) Business Day next preceding the date of paYment of
such defaulted interest.
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Notwithstanding the provisions of the immediately preceding
paragraph, a holder of Bonds in an aggregate principal amount of
$100,000 or more may, by notice to the Paying Agent, direct the
Paying Agent to make paYments of interest on such holder's Bonds by
means of wire transfers, in immediately available funds, to a
banking institution located in the United States of America
designated in such notice for the account of such holder.
The Bonds shall be executed by the City Manager and the
Director of Finance, provided that such signatures may be
facsimilies.
Each Bond shall bear interest from and including the
November 15, 1986, or if authenticated after the November 15, 1986
from and including the last date to which interest shall have been
paid on the Bonds until paYment of the principal or redemption price
thereof shall have been made or provided for in accordance with the
provisions of the Indenture, whether at maturity, upon redemption or
otherwise. Interest on Bonds shall be paid on each Interest PaYment
Date and shall be computed on the basis of a 360-day year and twelve
30-day months.
Section 4. Interest Rate Prior to Conversion Date. For
the first Interest Period, the Bonds shall bear interest at the
rates set forth in Section 3 of this Bond Legislation. Thereafter,
for each Interest Period ending before the Conversion Date, the
interest rate on the Bonds maturing November 15, 2011 shall be a
rate determined by the Remarketing Agent, in its discretion, to be
that rate which, if borne by all of such Bonds, would,' in the
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judgment of the Remarketing Agent, having due regard to prevailing
financial market conditions, be the interest rate necessary (but not
in excess of the rate necessary) to enable the Remarketing Agent to
remarket all Outstandi~g Bonds maturing November 15, 2011 on the
Adjustment Date occurring in such Interest Period at a price equal
to 100% of the principal amount thereof. The determination of the
interest rate on such Bonds by the Remarketing Agent, as provided in
this paragraph, shall be conclusive and binding upon the Issuer, the
Company, the Trustee, the Bank and the holders of the Bonds.
Notwithstanding anything to the contrary contained herein,
during any period, either before or after the Conversion Date, in
which the Bank is the holder of any Bonds delivered to the Bank
pursuant to any draw under the Letter of Credit, the interest rate
borne by such Bonds (and only such Bonds) shall be the Bank Interest .
Rate.
For the second Interest Period' and each Interest Period
thereafter ending prior to the Conversion Date, the interest rate to
be borne by the Bonds maturing November 15, 2011 shall be determined
as provided in this Section 4 as of, and shall be made available by
the Remarketing Agent to the Company, the Trustee and the Bank on,
the twelfth Business Day next preceding the first day of such
Interest Period.
Section 5. OPtional Redemption.
(a) On and after November 15, 1993 and prior to the
Conversion Date, Bonds maturing November 15, 2011 are
subject to redemption by the Issuer, at the option of the
Company, in whole at any time or in part in integral
multiples of $5,000 on any Interest PaYment Date on a
date selected by the Company at a price equal to 100% of
the principal amount redeemed plus accrued interest to
- the redemption date. Any such redemption shall be made
solely from proceeds drawn under the Letter of Credit.
(b) The Bonds are subject to redemption by the
Issuer, at the option of the Company, in whole at any time
or, to the extent permitted by Section 4.3(c) of the Loan
Agreement, in part in inverse order of principal
maturities an9 in integral multiples of $5,000 on any
Interest PaYment Date, at a redemption price of 100% of
the principal amount thereof plus accrued interest to the
redemption date, in the event of (1) condemnation of the
Facilities or any part thereof to the extent provided in
Section 4.3(c) of the Loan Agreement or (2) exercise by
the Company of its prepaYment option as provided in
Section 4.3(d) of the Loan Agreement. Prior to the
Expiration Date of the Letter of Credit, any such
redemption shall be made solely from proceeds drawn under
the Letter of Credit.
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(c) After the Conversion Date, Bonds maturing
November 15, 2011 are subject to redemption by the Issuer,
at the option of the Company, on or after the First
Optional Redemption Date, in whole at any time or in part
on any Interest PaYment Date in integral multiples of
$5,000, on a date selected by the Company at the
redemption prices (expressed as percentages of the
principal amount redeemed) set forth in the following
table plus accrued interest to the redemption date:
Redemption
Redemption Dates Prices
First Optional Redemption Date through
the following November 14 . 103%
First Anniversary of the First Optional -
Redemption Date through the follQwing
November 14 102%
Second Anniversary of the First Optional
Redemption Date through the following
November 14 101%
Third Anniversary of the First Optional
Redemption Date and thereafter 100%
Prior to the Expiration Date of the Letter of Credit, any
such redemption shall be made from proceeds drawn under the
Letter of Credit; provided, however, that if the redemption
price of the Bonds exceeds 100% of the principal amount
redeemed plus accrued interest thereon, such excess shall be
paid solely from moneys on deposit in the Bond Fund other
than proceeds drawn under the Letter of Credit.
~ (d) If less than all of the Bonds are called for
redemption (regardless of whether such redemption is at the
option of the Company or pursuant to any mandatory redemption
provisions of the Indenture), the selection of Bonds or
portions 'thereof to be called shall be made by lot in such
manner as the Trustee shall determine; provided, however,
that Bonds held by the Bank as a result of any draw under the
Letter of Credit shall be selected for redemption prior to
any other Bonds.
(e) The Issuer, or the Company on behalf of the Issuer,
shall give the Trustee written notice of an election to
redeem Bonds pursuant to this Section 5 at least ten (10)
Business Days prior to the latest day on which the Trustee
may give the Bondholders notice of redemption pursuant to
subsection (a) of Section 9 of this Bond Legislation.
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(f) Except as provided in subsection (b) of this
Section 5, Bonds maturing prior to November 15, 2011 shall
not be subject to optional redemption.
Section 6. Mandatory Redemption.
(a) Upon the occurrence of a Determination of
Taxability, the Bonds are subject to mandatory redemption by
the Issuer at a redemption price of 100% of the principal
amount redeemed plus accrued interest to the redemption date
on the sixtieth (60th) day following the date of such
Determination of Taxability if the date of Determination of
Taxability. The Bonds shall be redeemed in whole unless, in
the opinion of Independent Tax Counsel, the redemption of a
portion of the outstanding principal amount of the Bonds
would have the result that the interest payable on the Bonds
remaining outstanding after such redemption would not be
included in the gross income for federal income tax purposes
of any holder of the Bonds (other than a holder who is a
"substantial user" of the Facilities or a "related person"
within the meaning of Section 141(a) of the Code), in which
event only such portion of ,the outstanding Bonds shall be
redeemed. Prior to the Expiration Date of the Letter of
Credit the redemption price shall be paid solely with
proceeds drawn under the Letter of Credit.
(b) Bonds maturing November 15, 2011 are also subject
to mandatory redemption by the Issuer, in part, at a
redemption price of 100% of the principal amount redeemed
plus accrued interest to the redemption date in accordance
with the sinking fund requirements set forth in Section 12 of
this Bond Legislation.
(c) The Bonds are also subject to mandatory redemption
---. by the Issuer, in whole, at a redemption price of 100% of the
principal amount thereof on the Interest PaYment Date
immediately preceding the Expiration Date of the Letter of
Credit unless such Interest PaYment Date is the Conversion
Date and the Fixed Interest Rate has been determined by the
Remarketing Agent on the basis that no Letter of Credit will
secure the paYment of principal of or interest on the Bonds
after the Conversion Date.
Section 1. Purchase of the Bonds.
(a) All Bonds maturing November 15, 2011 shall be
purchased by the Trustee on each Adjustment Date at a
purchase price equal to the principal amount thereof
except Bonds, or portions thereof in an integral multiple
of $5,000, with respect to which the Trustee shall have
received written directions not to so purchase such Bonds
-14-
or portions thereof from the holders of the same. Any
Bonds not delivered to the Trustee for purchase (other
than Bonds with respect to which the Trustee shall have
received such written directions not to so purchase)
shall nonetheless be deemed to be tendered for sale bythe
holders thereof and purchased by the Trustee.
(b) In the event that Bonds are to be purchased by
the Trustee pursuant to subsection (a) of this Section 1,
a holder of Bonds may direct the Trustee not to purchase
any Bonds or portions thereof owned by him by delivering
to the Trustee, at least thirty (30) days before the date
fixed for such purchase, an instrument or instruments in
writing executed by such holder (i) specifying the
numbers of the Bonds held by him, (ii) specifically
acknowledging each of the matters set forth in clauses
(i) through (viii) of Section 9(b) of this-Bond
Legislation, and (iii) directing the Trustee not to
purchase such Bonds or portions thereof. Any instrument
delivered to the Trustee in accordance with this
subsection (b) shall be irrevocable with respect to the
Bonds for which such instrument is delivered and shall be
binding upon subsequent holders of such Bonds.
(c) Not less than twenty (20) days prior to each
Adjustment Date, the Trustee shall notify the Remarketing
Agent, by telephone confirmed promptly in writing, of the
aggregate principal amount of Bonds which will be
purchased by the Trustee on the Adjustment Date. The
Remarketing Agent shall offer such Bonds for sale and
shall use its best efforts to sell such Bonds, any such
sale to be at a price equal to 100% of the principal
amount thereof on the Adjustment Date.
,
(d) On any date on which Bonds are to be purchased by
the Trustee in accordance with subsection (a) of this Section
1, the Trustee shall purchase such Bonds with immediately
available funds at the purchase price specified therein.
Funds for the paYment of such purchase price shall be derived
solely from the following sources in the order of priority
indicated, and neither the Issuer nor the Trustee shall be
obligated to provide funds from any other source:
~ (i) ~oceeds furnished to the Trustee by the
Remarketing Agent representing proceeds of the sale of
such Bonds by the Remarketing Agent;
(ii) moneys representing proceeds of a drawing by
the Trustee pursuant to the Letter of Credit; and
(iii) moneys furnished by the Company to the
Trustee pursuant to Section 4.11 of the Loan Agreement.
-15-
(e) The Trustee shall hold in a separate account moneys
representing the purchase price of Bonds purchased in
accordance with this Section 1 until such Bonds have been
delivered to the Trustee by the holders thereof. The Trustee
shall invest such moneys only in Government Obligations
maturing not more than thirty days after purchase, as
directed by the Company by telephone and confirmed in writing.
(f) Bonds sold by the Remarketing Agent pursuant to
subsection (c) of this Section 1 shall be delivered to the
purchasers thereof. Bonds purchased by the Trustee with
moneys described in clause (ii) of subsection (d) of this
Section 1 shall be registered in the name of and delivered to
the Bank. Bonds purchased by the Trustee with moneys
described in clause (iii) of subsection (d) of this Section 1
shall, at the direction of the Company, be (A) held by the
Trustee for the account of the Company, (B) cancelled, or (C)
delivered to the Company; provided" however, that any Bonds
so purchased after the selection thereof by the Trustee for
redemption shall be cancelled.
(g) Bonds delivered as provided in subsection (f) or
(g) of this Section 1 shall be registered in the manner
directed by the recipient thereof.
(h) Whenever Bonds are delivered to the Bank pursuant
to subsection (f) of this Section 1, the Trustee, as Bond
Registrar, shall notify the Company of the principal amount
of such Bonds and the date of delivery thereof to the Bank
(which date of delivery shall be deemed to be the date upon
which the draw on the Letter of Credit resulting in such
delivery was made). The Trustee shall create and maintain
records sufficient to permit the Trustee to determine the
interest payable on any Bond during any period in which such
Bond is held by the Bank as a result of a draw on the Letter
of Credit, and the Trustee shall advise the Company not later
than the Business Day immediately preceding each Interest
PaYment Date as to the amount of such interest.
(i) In connection with remarketing of the Bonds pursuant
to subsection (c) of this Section 1, the Remarketing Agent will
be acting in an agency capacity rather than as principal.
Accordingly, the following provisions of this subsection (i)
are designed to provide protection to the Remarketing Agent
against the risk that any Person which has agreed to purchase a
Bond or portion thereof in the remarketing process for any
reason fails to pay the purchase price therefor (a "Defaulting
Buyer" ) . Not later than noon on the fourth Business Day after
each Adjustment Date the Remarketing Agent shall provide notice
to the Company, the Bank and the Trustee of the principal
-16-
.
amount of the Bonds remarketed for which the Remarketing Agent
has paid the purchase price on behalf of a Defaulting Buyer
(which the Remarketing Agent is under no obligation to do) but
for which the Remarketing Agent has not been reimbursed by a
Defaulting Buyer. On the sixth Business Day after each such
Interest PaYment Date, the Trustee shall draw such amount under
the Letter of Credit and use the moneys so drawn, to pay to the
Remarketing Agent the applicable purchase price. In the event
of any such drawing, and provided such drawing is promptly
honored in full, the Bonds purchased with the proceeds of such
drawing shall be delivered in accordance with the provisions of
subsection (f) of this Section 1.
Section 8. Conversion to Fixed Interest Rate.
.
(a) At any time, the Company may, by notice in writing to
the Issuer, the Trustee, the Remarketing Agent and the Bank,
direct that a Fixed Interest Rate be established for the Bonds
maturing on November 15, 2011. The Company's notice shall set
forth the Conversion Date desired by the Company, which shall
be an Interest PaYment Date on or after November 15, 1993 and
not less than sixty (60) days after the date of such notice.
The notice shall be accompanied by (i) an opinion of
Independent Tax Counsel addressed to the Trustee stating that
the conversion to a Fixed Interest Rate is authorized and
permitted by the Indenture and Chapter 165, Ohio Revised Code,
and that such conversion will not adversely affect the
exemption of interest on the Bonds from federal income taxation
and (ii) the written consent of the Bank to conversion of the
Bonds to a Fixed Interest Rate. On the twelfth (12th) Business
Day prior to the Conversion Date, the Remarketing Agent shall
determine the Fixed Interest Rate, which shall be the rate
which, if borne by all of the Bonds, would, in the judgment of
the Remarketing Agent, having due regard to prevailing
financial market conditions, be the interest rate necessary
(but not in excess of the interest rate necessary) to enable
the Remarketing Agent to remarket all Outstanding' Bonds on the
Conversion Date at a price equal to 100% of the principal
amount thereof.
(b) The Letter of Credit shall be cancelled on the
fifteenth (15th) day following the Conversion Date, and the
Trustee shall deliver the Letter of Credit to the Bank on
such day, unless prior to the day on which the Trustee gives
notice of the Conversion Date, in accordance with subsection
(b) of Section 9 of this Bond Legislation, the Trustee has
received (i) written notification from both the Company and
the Bank stating that the Letter of Credit is not to be
cancelled on such day and (ii) written notification from the
Bank that, upon delivery of the Letter of Credit to the Bank
on the Conversion Date, the Bank will forthwith issue in
favor of the Trustee an Alternate Letter of Credit.
-11-
.
(c) If pursuant to subsection (b) of this Section 8,
the Letter of Credit is not to be cancelled on the fifteenth
(15th) day following the Conversion Date, then on the
Conversion Date the Trustee shall deliver the Letter of
Credit to the Bank in exchange for the Alternate Letter of
Credit described in subsection (b) of this Section 8.
Section 9. Notices of Redemption or Adjustment Date.
(a) In the event any Bonds are called for redemption,
the Trustee, on behalf of the Issuer, shall give notice of
such redemption, which notice shall (i) identify the Bonds or
portions thereof to be redeemed, the redemption date, the
redemption price and the place or places where the amounts
due upon such redemption shall be payable .(which shall be the
principal corporate trust office of the Trustee) and (ii)
state that on the redemption date the Bonds to be redeemed
shall cease to bear interest. Suc~ notice may set forth any
additional information relating to such redemption. Such
notice shall be given at least thirty (30) days prior to the
redemption date. Notwithstanding the foregoing, notice of
the redemption of Bonds held by the Bank as a result of a
draw under the Letter of Credit shall be sufficient if given
to the Bank by the Company or the Trustee, by telephone, not
less than one (1) Business Day prior to the redemption date.
Prior to the Expiration Date of the Letter of Credit, the
Issuer shall not request the Trustee to give notice of an
optional redemption of Bonds (other than Bonds held by the
Bank as a result of a draw under the Letter of Credit), and
the Trustee shall not give any such redemption notice, unless
the Trustee is holding moneys in the appropriate account in
the Bond Fund sufficient to pay the redemption price of such
Bonds.
(b) The Trustee, on behalf of the Issuer, shall give
notice of each Adjustment Date, which notice shall include a
statement (i) of the date on which the Bonds are to be
purchased by the Trustee, (ii) if applicable, that (A) the
Letter of Credit shall terminate fifteen (15) days after the
Adjustment Date, or (B) an Alternate Letter of Credit will be
delivered to the Trustee on the Adjustment Date, (iii) that
any ratings of the Bonds by Moody's or S&P may be withdrawn
or reduced from the ratings on the Bonds then prevailing,
(iv) that the Indenture provides that Bonds are required to
be delivered to the Trustee for purchase on the date
specified in such notice, and that Bonds not delivered to the
Trustee on such date shall nonetheless be deemed to have been
purchased by the Trustee (unless the holders thereof have
directed the Trustee not to purchase such Bonds or portions
thereof) and, accordingly, no interest subsequent to the date
specified in such notice shall be payable to such holders,
-18-
(v) of the rights of the holders to direct the Trustee not to
purchase Bonds held by them, and the method of exercising
such rights, (vi) that on the Adjustment Date designated in
such notice the Trustee shall hold moneys equal to the
purchase price for all Bonds not delivered on such date, in
trust, for the holders of such Bonds, which moneys shall be
paid upon surrender of Bonds to the Trustee, and (vii) that
the interest rate to be borne by the Bonds effective on the
Adjustment Date will be determined by the Remarketing Agent
on the twelfth (12th) Business Day prior to the Adjustment
Date, and (viii) that if the Adjustment Date is the
Conversion Date, after the Conversion Date the Bonds will
bear interest at the Fixed Interest Rate until final
maturity. If an Alternate Letter of Credit is to be
delivered to the Trustee on the Adjustment Date, such notice
shall also state (i) the issuer of such Alternate Letter of
Credit and include a brief description of such issuer and
(ii) the expiration date of the Alternate Letter of Credit.
Such notice shall be given at least forty-five (45) days
prior to the Adjustment Date. Such notice shall be given at
least forty-five (45) days prior to the Adjustment Date.
(c) Any notice required to be given pursuant to
subsections (a) or (b) of this Section 9 shall be given by
mailing a copy thereof by registered or certified mail to the
holder of each Bond (provided, however, that a notice of
redemption need be given only to holders of Bonds to be
redeemed in whole or in part) at the address for such holder
shown on the registration books maintained by the Trustee
pursuant to the Indenture. Failure to give such notice by
mailing, or any defect in such notice, to the holder of any
Bonds shall not affect the validity of the proceedings with
respect to any other Bonds.
(d) If, because of the temporary or permanent
suspension of regular mail service, or for any other reason,
it is impossible or impractical to mail such notice of
redemption or purchase in the manner herein provided, then
such other manner of giving notice in lieu thereof as shall
be made with the approval of the Trustee shall constitute a
sufficient notice. Failure to give or receive such notice
with respect to any Bond shall not affect the validity of any
proceedings for the redemption or purchase of any other Bonds.
(e) Any notice required to be given pursuant to
subsection (a) or (b) of this Section 9 shall also be given
to the Bank by telephone or telegraph, promptly confirmed in
writing. Immediately after the redemption or cancellation of
any Bonds, the Trustee shall promptly notify the Bank, in
accordance with the provisions of the Letter of Credit, of
the aggregate principal amount of Bonds redeemed or cancelled
-19-
and the aggregate principal amount of Bonds Outstanding after
such cancellation or redemption.
Section 10. ~ale of the Bonds. The City Manager or
the Director of Finance of the Issuer, and either of them, are
hereby authorized and directed to execute and deliver the
Contract of Purchase in substantially the form submitted to the
Legislative Authority, which form of Contract of Purchase is
hereby approved in all respects with such changes as shall not be
inconsistent with the terms and provisions of this Bond
Legislation and not substantially adverse to the Issuer as may be
permitted by law and approved by the officer executing the same.
The approval of such changes by such officer, and the
determination that such changes are not substantially adverse to
the Issuer, shall be conclusively evidenced by the execution of
the Contract of Purchase. The City Manager or khe Director of
Finance of the Issuer, and either of them, are hereby authorized
and directed to make the necessary arrangements on behalf of the
Issuer to establish the date, location, procedure and conditions
for the delivery of the Bonds to the Original Purchaser and to
take all steps necessary to effect due authentication, delivery
and security of the Bonds under the terms of this Bond
Legislation and the Indenture, and it is hereby determined that
the price and the interest rate for the Bonds and the manner of
sale, as provided in this Bond Legislation and in the Contract of
Purchase, are in the best interest of the Issuer and consistent
with all legal requirements.
The preparation, use and circulation by the Original
Purchaser of an official statement relating to the Bonds in
accordance with the Contract of Purchase is hereby authorized,
and any member of the Legislative Authority is hereby authorized
and directed to execute the final official statement in
substantially the form heretofore presented to the Legislative
Authority. The Issuer has not confirmed, and assumes no
responsibility for the accuracy or completeness of, any of the
information in the official statement or any supplements thereto.
Section 11. Application of Proceeds of Refundinq
Bonds. There is hereby created by the Issuer and ordered
maintained as a separate bank account in the custody of the
Trustee a trust fund to be designated "Village of Dublin, Ohio --
River's Edge One -- Issuance Expense Fund." The aggregate amount
received from the sale of the Bonds shall be applied as follows:
(i) the accrued interest received upon the sale of the
Bonds shall be deposited in the Bond Fund created in Section
12 of this Bond Legislation;
(ii) $1,568,000 shall be applied by the Trustee to
redeem the Project Bond;
-20-
(iii) $6,600 shall be deposited in the Issuance Expense
Fund; and
(iv) the balance of the proceeds shall be paid to the
Company to reimburse the Company for costs of the Facilities
in excess of the proceeds of the Project Bond.
The Trustee is hereby authorized and directed to make
disbursements from the Issuance Expense Fund in accordance with
the provisions of the Loan Agreement and to transfer moneys and
investments from the Issuance Expense Fund to the Bond Fund as
provided in Section 3.4 of the Loan Agreement.
Section 12. Source of Payment; Creation of Bond Fund.
All paYments by the Company pursuant to Sections 4.1, 4.3 or 4.12
of the Loan Agreement are to be remitted direc~ly to the Trustee
for the account of the Issuer and deposited in the Bond Fund,
except that monies drawn under the Letter of Credit shall be
maintained by the Trustee in a separate account. Such paYments
are required to be sufficient in amount to pay the principal of
and premium, if any, and interest on the Bonds, and the entire
amount of such paYments is pledged to the paYment of the
principal of and premium, if any, and interest on the Bonds.
There is hereby created by the Issuer and ordered
maintained as a separate account in the custody of the Trustee a
trust fund to be designated "Village of Dublin, Ohio - River's
Edge One Refunding Revenue Bond Fund".
As and for the sinking fund requirements for the
mandatory retirement of Bonds maturing on November 15, 2011, but
subject to the next following paragraph, the aggregate of the
paYments which are to be deposited in the Bond Fund shall be
sufficient to redeem (after credit as provided below) on the
Mandatory Redemption Date, in each of the years set forth below
the following principal amount of Bonds:
Principal Principal
Year Amount Year Amount
1994 $ 40,000 2003 $ 80,000
1996 ---4-5,000 2004 85,000
1991 50,000 2005 90,000
1991 50,000 2006 95,000
1998 55,000 2001 100,000
1999 60,000 2008 110,000
2000 65,000 2009 115,000
2001 10,000 2010 125,000
2002 15,000
-21-
--
There will remain $135,000 in outstanding principal amount of
Bonds at the stated maturity date of November 15, 2011, if not
previously called for redemption.
-
At its option, the Company, on behalf of the Issuer may
(a) deliver to the Trustee for cancellation Bonds maturing on
November 15, 2015 in any aggregate principal amount desired or
(b) receive a credit in respect of the redemption obligation of
the Issuer as set forth above for any Bonds maturing on November
15, 2015 which prior to such date have been redeemed (other than
through the operation of the sinking fund requirements of this
Bond Legislation) or delivered to the Trustee for cancellation
and not theretofore applied as a credit against any mandatory
redemption obligation. Each Bond so delivered-or previously
redeemed shall be credited by the Trustee at 100% of the
principal amount thereof against the obligation of the Issuer on
such Mandatory Redemption Date to the extent of such obligation,
and the principal amount of the Bonds to be redeemed by operation
of the sinking fund requirements of the Bond Fund shall be
accordingly reduced.
On or before the forty-fifth (45th) day next preceding
each Mandatory Redemption Date, the Company shall furnish the
Trustee and the Bank with a certificate indicating whether or not
and to what extent the provisions of (a) and (b) of the next
preceding paragraph are to be availed of with respect to such
sinking fund paYment.
The Issuer shall redeem an aggregate principal amount of
Bonds at 100% of the principal amount thereof equal to the
difference between the sinking fund requirement set forth in the
above table and the principal amount of Bonds applied as a credit
against such requirement.
The Issuer hereby covenants and agrees that so long as
any of the Bonds issued hereunder are outstanding it will
deposit, or cause to be deposited, in the Bond Fund sufficient
Revenues promptly to meet and pay the principal of and premium,
if any, and interest on the Bonds as the same become due and
payable. The Issuer further covenants and agrees that should
there be a default or Event of Default under the Loan Agreement
the Issuer shall fully cooperate with the Trustee and with the
Bondholders to the end of fully protecting the rights and
security of the Bondholders. Nothing herein shall be construed
as requiring the Issuer to use or deposit any moneys from any
source other than Revenues.
Subject to the provisions of Section 4.05 and Section
4.08(c) of the Indenture, moneys in the Bond Fund shall be used
solely for the paYment of the principal of and premium, if any,
and interest on the Bonds and for the redemption of the Bonds at
-22-
or prior to maturity, all in accordance with the provisions of
the Indenture.
After the Conversion Date, whenever the amount in the
Bond Fund, from any source whatsoever, is sufficient to redeem
all the Bonds outstanding hereunder and to pay interest to accrue
thereon prior to such redemption, the Issuer covenants and agrees
that upon the request of the Company it will take and cause to be
taken the necessary steps to redeem all of said Bonds on the next
succeeding redemption date for which the required redemption
notice may be given.
Nothing in this Bond Legislation is intended to prevent
the Company from delivering moneys to the Trustee pursuant to
Section 4.3(b) of the Loan Agreement for application as provided
in such Section.
Section 13. Covenants of the-Issuer. In addition to
the other covenants of the Issuer in this Bond Legislation and in
the Indenture, the Issuer further covenants with the Bondholders
and the Trustee as follows:
(a) Payment of Principal, Premium, if Any, and Interest.
The Issuer will, solely from the sources herein provided, pay the
principal of and premium, if any, and interest on every Bond on
the dates and at the places and in the manner mentioned in the
Bonds according to the true intent and meaning thereof.
(b) Performance of Covenants, Authority and Actions.
The Issuer covenants that it will faithfully observe and perform
at all times all agreements, covenants, undertakings,
stipulations on its part to be observed and performed and
contained in the Bond Legislation, the Indenture and in any and
every Bond executed, authenticated and delivered under the
Indenture and in all proceedings pertaining to the Bonds or the
Loan Agreement. The Issuer covenants that it is duly authorized
by the Constitution and laws of the State, particularly and
without limitation Chapter 165 of the Ohio Revised Code, and the
authorities therein mentioned, to issue the Bonds authorized
hereby and to execute, deliver and perform the Indenture, and to
assign and pledge the Revenues in the manner and to the extent
herein and in the Indenture set forth; that all actions on its
part for the issuance of the Bonds and execution, delivery and
performance of the Indenture have been duly and effectively
taken, and that the Bonds in the hands of the holders thereof are
and will be valid and binding special obligations of the Issuer
according to the terms thereof. All the obligations and duties
of the Issuer and its officers in its behalf, under the Loan
Agreement, this Bond Legislation and the Indenture are hereby
established as duties specifically enjoined by law and resulting
-23-
from an office, trust or station of the Issuer and its officers
within the meaning of Section 2731.01 of the Ohio Revised Code.
(c) Maintenance of Lien. The Issuer will not pledge or
assign the Revenues, or create or suffer to be created any debt,
lien or charge thereon other than the pledge and assignment under
this Bond Legislation and Indenture.
(d) Inspection of Books. The Issuer covenants and
agrees that all books and documents in its possession relating to
the Facilities and the Revenues shall at all times be open to
inspection by such accountants or other agencies as the Trustee
may from time to time designate.
(e) Recordings and Filings. The Issuer covenants that
it will do, execute, acknowledge and deliver or cause to be done,
executed, acknowledged and delivered such indentures supplemental
hereto and such further acts, instruments and transfers as the
Trustee may reasonably require for better pledging and confirming
unto the Trustee any right, title and interest assigned,
transferred and pledged hereby. The Issuer will cause the Loan
Agreement and the Indenture, and any amendments or supplements to
either, and all necessary financing statements, amendments
thereto, continuation statements, and instruments of similar
character relating to the pledges and assignments made by it to
secure the Bonds, to be registered, recorded and filed and
re-registered, re-recorded and re-filed in such manner and in
such places as may be required by law in order at all times fully
to preserve and protect the security of the holders of the Bonds
and the rights of the Trustee under the Indenture.
(f) Rights Under Loan Agreement. The Loan Agreement,
a duly executed counterpart of which upon delivery of the Bonds
will have been filed with the Trustee, sets forth the covenants
and obligations of the Issuer and the Company, including a
provision in Section 7.8 thereof that subsequent to the issuance
of Bonds and prior to payment of the Bonds in full or provision
for paYment thereof in accordance with the provisions hereof and
of the Indenture, the Loan Agreement may not be amended, changed,
modified, altered, or terminated (other than as provided therein
or herein) without the prior written consent of the Trustee, and
reference is hereby made to the Loan Agreement for a detailed
statement of said covenants and obligations of the Company under
the Loan Agreement.
(g) Enforcement of Loan Agreement. The Issuer
covenants that it shall do all things on its part necessary to
keep the Loan Agreement in effect in accordance with the terms
thereof and will take all actions necessary to enforce and
protect the rights of the Issuer under the Loan Agreement,
including actions at law and in equity, as may be appropriate.
-24-
Section 14. Investments. Any moneys held as a part of
the Bond Fund, the Issuance Expense or any other fund or account
held by the Trustee pursuant to the Indenture or the Loan
Agreement shall, at the written direction of the Authorized
Company Representative, as defined in the Loan Agreement, or at
the oral direction of such Authorized Company Representative,
confirmed as soon as practicable in writing, be held as a cash
account or be invested or reinvested by the Trustee in Eligible
Investments. The type, amount and maturity (which shall be such
so that the moneys invested will be available to make paYments
from the respective funds in accordance with the provisions of
the Bond Legislation) of such investments shall be as specified
by said Authorized Company Representative. Any such investment
made by the Trustee may be purchased from or through the Trustee
or any affiliate of the Trustee, and such investments shall be
held by or under the control of the Trustee and shall be deemed
at all times a part of the Bond Fund, Issuance Expense Fund or
such other fund or account, as the case may be, and the interest
accruing thereon and any profit realized therefrom shall be
credited to such respective fund or account and any loss
resulting from such investments shall be charged to such
respective fund or account. The Trustee shall sell and reduce to
cash a sufficient portion of investments held in any fund or
account under the provisions of this Section whenever the cash
balance in any such fund or account is insufficient to pay the
obligations properly chargeable to such fund or account when due
and shall advise the Company when any such action is taken. The
Issuer covenants that the Loan Agreement will include a covenant
by the Company that moneys in all funds and accounts will be so
invested as not to make any of the Bonds arbitrage bonds within
the meaning of Section 103(c) of the Code.
Section 15. Arbitrage Provisions. The Issuer will
restrict the use of the proceeds of the Bonds in such manner and
to such extent, if any, as may be necessary, after taking into
account reasonable expectations at the time of the delivery of
and payment for the Bonds, so that they will not constitute
arbitrage bonds within the meaning of Section 148 of the Code.
The City Manager and the Director of Finance of the Issuer, and
either of them, are authorized and directed, alone or in
conjunction with any other officer, employee, consultant or agent
of the Issuer, or with the Company or any employee, consultant or
agent of the Company, to give an appropriate certificate of the
Issuer for inclusion in the transcript of proceedings for the
Bonds, setting forth the reasonable expectations of the Issuer
regarding the amount and use of the proceeds of the Bonds and the
facts and estimates on which they are based, all as of the date
of delivery of and paYment for the Bonds. The Issuer shall
furnish to the Original Purchaser a true transcript of
proceedings, certified by the Clerk or Assistant Clerk of the
Legislative Authority, of all proceedings with reference to the
-25-
issuance of the Bonds along with such other information from the
records as is necessary to determine the regularity and validity
of the issuance of the Bonds.
Section 16. Indenture and Loan Agreement. In order to
secure the payment of the principal of and premium, if any, and
interest on the Bonds, the City Manager or the Director of
Finance of the Issuer shall execute, acknowledge and deliver, as
may be appropriate, in the name and on behalf of the Issuer, the
Indenture and the Loan Agreement, in substantially the forms
submitted to the Issuer, which instruments are hereby approved in
all respects with such changes therein not inconsistent with this
Bond Legislation and not substantially adverse to the Issuer as
may be permitted by law and approved by the officer executing the
same. The approval of such changes by such officer, and that
such are not substantially adverse to the Issuer, shall be
conclusively evidenced by the execution of the Indenture and the
Loan Agreement, respectively, by such officer. The Clerk of
Council of the Issuer is hereby directed to insert copies thereof
in the record of proceedings of the Issuer with the minutes of
this meeting and to certify thereon that the same is in the form
so submitted to the Issuer and approved by this Bond Legislation
and identified herein as the Indenture and the Loan Agreement.
The Indenture contains provisions authorized and permitted by
Chapter 165 of the Ohio Revised Code, and this Bond Legislation
shall constitute a part thereof as therein provided and for all
purposes of the Indenture, including the provisions thereof
relating to supplemental indentures and to the severability of
provisions of the Indenture.
Section 17. Remarketing Agent. The Ohio Company,
Columbus, Ohio, is hereby appointed the Remarketing Agent for the
Bonds. The Remarketing Agent shall designate to the Trustee, the
Company, the Issuer and the Bank its principal office and signify
the acceptance of the duties and obligations imposed upon it
under the Indenture by a written instrument of acceptance
delivered to the Issuer and the Trustee under which the
Remarketing Agent will agree, particularly:
(a) to deliver to the Trustee all moneys delivered
to it for the purchase of Bonds pursuant to Section 7(c)
of this Bond Legislation;
(b) to keep such books and records as shall be
consistent with prudent industry practice and to make
such books and records available for inspection by the
Issuer, the Company, the Bank and the Trustee at all
reasonable times;
(c) not later than the twelfth Business Day
preceding each Adjustment Date, to give telegraphic or
telephonic notice, promptly confirmed by a written
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notice, to the Company, the Trustee and the Bank
specifying the interest rate on the Bonds for the
Interest Period commencing on such Adjustment Date,
determined pursuant to and in accordance with Section 4
of this Bond Legislation;
The Issuer shall cooperate with the Trustee to cause the
necessary arrangements to be made and to be thereafter continued
whereby Bonds executed by the Issuer and authenticated by the
Trustee shall be made available to the Remarketing Agent to the
extent necessary for delivery to purchasers thereof.
The Remarketing Agent may at any time resign and be
discharged of the duties and obligations created by the Indenture
by giving at least ninety (90) days' written notice to the
Issuer, the Company, the Bank and the Trustee. - The Remarketing
Agent may be removed at any time, at the direction of the
Company, upon at least 90 days written notice, by an instrument
signed by the City Manager or the Director of Finance of the
Issuer and filed with the Remarketing Agent, the Bank and the
Trustee. In the event of the resignation or removal of the
Remarketing Agent, a successor Remarketing Agent shall be
designated by the City Manager or the Director of Finance of the
Issuer, at the direction of the Company. Any successor
'Remarketing Agent shall be authorized by law to perform all the
duties imposed upon it by the Indenture and shall be a commercial
bank having an aggregate of capital, paid in surplus and retained
earnings of not less than $50,000,000 or a member of the National
Association of Securities Dealers, Inc. having a capitalization
of at least $15,000,000 or having a line of credit with a
commercial bank in the amount of at least $15,000,000.
Section 18.' Other Documents. The City Manager and the
Director of Finance of the Issuer, and either of them, are hereby
further authorized and directed to execute such certifications,
financing statements, assignments and instruments and to accept
delivery of such instruments as are in the opinion of the counsel
to the Issuer necessary to perfect the pledges set forth in the
Indenture and to consummate the transactions provided for in the
Indenture, the Loan Agreement and the Contract of Purchase.
Section 19. Prevailing Wage Rates. All wages paid to
laborers and meehan~employed on the Facilities shall be paid
at the prevailing rates of wages of laborers and mechanics for
the class of work called for by the Facilities, which wages shall
be determined in accordance with the requirements of Chapter 4115
of the Ohio Revised Code, for determination of prevailing wages;
provided, that such requirements shall not apply where the
federal government or any of its agencies furnished by loan or
grant all or any part of the funds used in connection with the
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.
Facilities and prescribes predetermined minimum wages to be paid
to such laborers and mechanics; and provided, further, that
should the Company or other non public user beneficiary undertake
construction of the Facilities to be performed by its regular
bargaining unit employees who are covered under a collective
bargaining agreement which was in existence prior to the
Commitment Date, as defined in the Loan Agreement, the rate of
pay provided under the collective bargaining agreement may be
paid to such employees. To the extent required by Section
4115.032 of the Ohio Revised Code, the Company shall comply, and
shall require compliance by all contractors and subcontractors
working on the Facilities, with Sections 4115.03 through 4115.16,
inclusive, of the Ohio Revised Code.
.
Section 20. Open Meetings. It is found and determined
that all formal actions of the Issuer concerning and relating to
the adoption of this resolution were ad9pted in an open meeting
of the Legislative Authority, and that all deliberations of the
Legislative Authority and any of its committees that resulted in
such formal action were in meetings open to the public, in
compliance with all legal requirements, including Section 121.22
of the Ohio Revised Code.
Section 21. Determination and Approval of Legislative
Authority. Pursuant to Section 165.03, Ohio Revised Code, the
Legislative Authority hereby finds and determines that the
Facilities constitute a "project" as defined in Chapter 165 of
the Ohio Revised Code and are consistent with the provisions of
Section 13 of Article VIII, Ohio Constitution. The Legislative
Authority hereby further finds that the Bonds, as initially
issued, will bear interest at a rate lower than the rate borne by
the Project Bond.
The Legislative Authority, as the "applicable elected
representative" of the Issuer for purposes of Section 147(f) of
the Code, hereby approves the issuance of the Bonds in the
principal amount of $1,640,000, the proceeds of which will be
applied to refund the Project Bond, to reimburse the Company for
costs of the Facilities in excess of the proceeds of the Project
Bond and to pay a portion of the costs of issuance of the Bonds.
The proceeds of the Project Bond were loaned to the Company to
assist in financing the costs of the Facilities, generally
consisting of the acquisition, construction and equipping of an
office building and the site thereof, which Facilities are
located at the Southwest corner of the intersection of U.S. 33
and Ohio Route 161 in Dublin, Ohio. The Facilities are owned by
the Company and a major portion of the building is leased to the
National Water Well Association, a nonprofit Ohio corporation.
I
Section 22. Emergency; Effective Date. This ordinance
is hereby determined to be an emergency measure, the immediate
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passage of which is necessary for the preservation of the public
peace, health, safety or welfare and for the further reason that
the ordinance must be immediately effective so that economic
benefits resulting from the refunding of the Project Bond may be
effected at the earliest possible time.
Passed: November 11, 1986
Attest: J~ ~. ri..~
, Clerk of Co cil
-,
.
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